1. Bargaining After EHB 2242 leaping from the old to the new school finance model

2. Year 1 2017-18 old world Year 2 2018-19 transition year Year 3 2019-20 new world

3. Key Acronyms CIS, CAS and CLS SAM & TRI CPI & IPD
certificated instructional staff
certificated administrative staff
classified staff
SAM & TRI
salary allocation model
time, responsibility or incentive
CPI & IPD
consumer price index
implicit price deflator

4. 2017-18 School Year: Old Model
Revenue Streams/Funding Formulas
current rules for CIS allocation under SAM
CIS, CAS, CLS salary allocation levels increase 2.3%
grade K-3 teachers allocated at class size of 17
CTE teachers allocated at class size of 23; funding above general apportionment must be used in CTE programs; 5% cap on indirects
skill center teachers allocated at class size of 20
increase in LAP, TBIP, HiCap
sped max percentage increased to 13.5%
state-wide property tax rate of $2.70 per thousand beginning with taxes collected in 2018

5. 2017-18 School Year: Old Model
Employee Compensation
no change in CIS salary compliance (including TRI)
2.3% for “state pass through”
insurance pooling requirements deleted
insurance benefit funding levels increased to $820/FTE/month
HCA retiree subsidy/carve-out reduced to $64.07/FTE/month
optional model CIS salary grid developed by OSPI technical working group

6. 2018-19 School Year: Transition Year
Revenue Streams/Funding Formulas
CIS allocation based on a single, state-wide salary number rather than staff mix
state funds 50% of the new salary allocation formula increases for CIS, CAS and CLS
salary allocation formulas adjusted for regional cost of living and other grandfathering
1 professional learning day funded by state
grade K-3 teacher funding contingent on actual class sizes
for enrichment levies collected in calendar year 2019, new levy lid is lesser of $1.50 per thousand or $2,500 per student
new LEA formula for calendar year 2019

7. 2018-19 School Year: Transition Year
Employee Compensation
Salary Increase Cap: any CBA for classified employees, any CBA for CIS employees, and any salaries for CAS modified or executed after 7/6/17 are limited to increasing total salaries (including supplemental contracts) no more than CPI
salary compliance for CIS based on SAM deleted
increases in CIS, CLS and CAS formulas inconsistent with “state pass through” model
insurance benefit funding levels increased to $840/FTE/month
HCA retiree subsidy/carve-out increased to $68.67/FTE/month

8. 2018-19 School Year: Transition Year
Accounting Rules
school board must adopt a policy on how to respond to audit findings on enrichment activity expenditures; policy must include public hearing and may include progressive disciplinary actions for district superintendent
new subfund within GF required for local revenues and expenditures from local revenues
new four-year budget plan and enrollment estimates required in each annual budget

9. 2019-20 School Year: New Model
Revenue Streams/Funding Formulas
state allocation for CIS increased to $64,000
state allocation for CAS increased to $95,000
state allocation for CLS increased to $45,900
allocations adjusted by IPD from SY 17-18; by regional cost of living; and by other grandfathering in appropriations act
2 professional learning days funded by state
levy lid is lesser of $1.50 per thousand, or $2,500 per student (adjusted by IPD for 2020)
local revenues, including enrichment levies and LEA, can only be used for enrichment activities, not basic ed

10. 2019-20 School Year: New Model
Employee Compensation
CIS “fenceposts”: minimum CIS salary is $40K; salary for CIS with at least 5 years’ experience must be at least 10% higher than the minimum; maximum CIS salary is $90K; maximum salary level may be exceeded by 10% for CIS who are ESAs, teachers of STEM, or teachers in transitional bilingual or sped programs; all numbers adjusted by regionalization and IPD
supplemental contracts for TRI subject to enrichment activity and hourly rate limits
all school district and ESD employees transferred to SEBB insurance plans effective 1/1/20

11. 2019-20 School Year: New Model
Accounting Rules
district must identify and report salary for each employee for basic ed services
for levies collected in 2020, levy plan must be approved by OSPI before submittal to voters
enrichment levy funds must be in separate subfund of GF and audited separately
state auditor to review enrichment activity expenditures

12. Bargaining After EHB 2242 leaping from the old to the new school finance model

13. The 18-19 Caps on Compensation
Myth #1: That the cap on salary increases only applies to certs
Myth #2: That the cap on salary increases applies to all employees
Ambiguity: Is it an individual, bargaining unit-, or district-wide measurement?
Option: Keep the same compensation model as the previous year

14. “State Pass Through” Language
Danger #1: Preexisting language may refer to large increases in salary allocation levels
Danger #2: Lack of predictability due to politics
Option: Use federal statistics like IPD, CPI

15. New Salary Model for Certs
Myth #1: That a new salary schedule must be bargained for
Myth #2: That TRI is gone.
Ambiguity #1: What is an enrichment activity?
Ambiguity #2: Must all TRI be at an hourly rate?
Myth #3: That it’s as easy as combining base and TRI.
Opportunity: The structure of and values underlying compensation schedules are completely open for discussion.

16. Professional Learning Days
Myth: That the days are necessarily controlled by administrators.
Ambiguity: Do the days supplant or supplement locally-funded days?

17. Suggestions for Paths Forward
Duration:
1-year?
Modified roll-overs?
Multiple years with reopeners?
Research:
Mapping current expenditures to new revenue sources
Comprehensive accounting of all forms of certificated compensation, not just universal TRI
Joint Work:
Can we engage our unions and do this work side-by-side?
Contingency/Reopener Language
Levy protection
Class size
Legislative changes

18. Buzz Porter buzz@pfrwa.com (206) 622-0203
WSPA Bargaining Skills Workshop is January 11, Washington School Law Update is published electronically on or about the 5th of each month. To be added to or removed from our distribution list, simply send a request with your name, organization and address to Additional school law resources are available under the Resources tab at
Buzz Porter
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