1. Introduction to Edwin Analytics Finance Melissa King School Finance

2. Vote at this link Massachusetts Department of Elementary and Secondary Education 2 http://strawpoll.me/4222014

3. Agenda Edwin Analytics overview 10 min Finance-specific reports and tools10 min Using Edwin to benchmark20 min Using Edwin to look in-depth at one district 20 min Massachusetts Department of Elementary and Secondary Education 3

4. Districts annually submit detailed financial data to ESE Includes School committee appropriations Municipal spending Grants School level data Regional assessments Budget Etc. 11/6/2014Massachusetts Department of Elementary and Secondary Education 4

5. District data is used to produce many reports Massachusetts Department of Elementary and Secondary Education 5 End of Year Financial Report School Finance Reports (Per Pupil Expenditures) District/ School Profiles District Analysis and Review Tool (DART) Edwin Analytics **New**

6. Massachusetts Department of Elementary and Secondary Education 6

7. 7 Agency stakeholders, district leadership, and district business managers will be able to analyze district/school financial and school building information alongside staffing, student enrollment, and student performance information. What is Edwin Analytics - Finance?

8. What value can we add back to your data to help you do your work better/more efficiently? Met with MASBO/MASS leadership Brought together small but experienced group of district leaders to better understand their data needs 1.Provide more comparison data and a way to do benchmarking 2.Connect finance data to other ESE datasets 3.Provide more detail/more complete data more quickly 11/6/2014Massachusetts Department of Elementary and Secondary Education 8 Based on feedback from the field, we developed 5 reports and 1 ad-hoc analytical cube.

9. Available Reports FN214 District Expenditures Comparison FN314 School Instructional Resource Analysis FN316 District Operations and Maintenance FN215 Special Education Resource Allocation by District FN315 Special Education Resource Allocation – Individual District Massachusetts Department of Elementary and Secondary Education 9

10. 11/6/2014Massachusetts Department of Elementary and Secondary Education 10 Report Nos.

11. Reports Overview 11/6/2014Massachusetts Department of Elementary and Secondary Education 11

12. Available Reports FN214 District Expenditures Comparison FN314 School Instructional Resource Analysis FN316 District Operations and Maintenance FN215 Special Education Resource Allocation by District FN315 Special Education Resource Allocation – Individual District Massachusetts Department of Elementary and Secondary Education 12 Reports can be filtered in several ways (e.g., selecting specific districts/schools, year, expenditure function, etc.) Multi-district reports can be filtered by criteria to generate comparable communities for further analysis.

13. 11/6/2014Massachusetts Department of Elementary and Secondary Education 13 Visit Edwin Analytics in the ESE Security Portal https://gateway.edu.state.ma.us

14. District Expenditures Comparison (Schedule 1) Report purpose Provides information on a district or multiple districts’ expenditures (Schedule 1 End of the Year Report data), alongside teacher staffing information, student population characteristics, and MCAS results for the purpose of single district analysis or multi- district benchmarking and comparison. Includes data on District expenditures (Schedule 1, EOY) Staffing (EPIMS) Student population (SIMS) ELA, Math & Science MCAS Allows filtering by District District size Student demographics (%low income, ELL, SWD) Expenditures per student Local wealth (combined effort yield – CEY – as a % of foundation budget) Massachusetts Department of Elementary and Secondary Education 14 Users can drill through to a specific district to see detailed data on that district’s schools (FN314 School Instructional Resource Analysis).

15. 11/6/2014Massachusetts Department of Elementary and Secondary Education 15 You can click on one of the districts in the results to drill down to the school level report. All reports display the date of the last data upload. This report allows you to select an expenditure category and a district (or set of districts), and then view a variety of measures. You can either choose individual districts, or filter districts according to a number of criteria.

16. School Instructional Resource Analysis (Schedule 3) Report purpose Provides information on a school level instructional expenditures (Schedule 3 End of the Year Report data), alongside staffing information, student population characteristics, MCAS results, and classroom size information for the purpose of single district analysis. Includes data on District/school instructional expenditures (Schedule 3, 2000 series, EOY) Staffing (EPIMS) Student population (SIMS) Class size ELA, Math & Science MCAS Allows filtering by District School level type (elementary, middle, secondary) Massachusetts Department of Elementary and Secondary Education 16

17. 11/6/2014Massachusetts Department of Elementary and Secondary Education 17 This report allows you to select an expenditure category and a district and then view a variety of measures. Based on your selections, you get a detailed dataset for one district’s schools.

18. District Operations and Maintenance Report purpose Provides information on a district’s operations and maintenance expenditures (Schedule 1 End of Year Report data), alongside school building and student enrollment information for the purpose of single district analysis over one or three years. Includes data on District operations & maintenance expenditures (Schedule 1, 4000 series, EOY) Enrollment (SIMS) School buildings, including square feet, capacity, built/reno dates (MSBA) Allows filtering by District 1-year snapshot or 3-year trend Massachusetts Department of Elementary and Secondary Education 18

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20. Special Education Resource Allocation by District Report purpose Provides information on special education student enrollment, staffing, and expenditures (Schedule 4 and 7 End of Year Report data) for the purpose of single district analysis or multi-district benchmarking and comparison. Includes data on District special education expenditures (Schedules 4 and 7, EOY) Students with disabilities (SWD) enrollment (SIMS) Special education staffing (EPIMS) Allows filtering by District District size % SWD Massachusetts Department of Elementary and Secondary Education 20 Users can drill through to a specific district to see detailed data on that district’s schools (FN315 Special Education Resource Allocation – Individual District).

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22. Special Education Resource Allocation – Individual District Report purpose Provides information on a district’s SWD population, special education teachers, special education salaries, and special education expenditures (Schedule 4 and 7 End of Year Report data), including school level drilldown, for the purpose of single district analysis. Includes data on District special education expenditures (Schedules 4 and 7, EOY) by placement Students with disabilities (SWD) enrollment (SIMS), by placement and level of need Special education staffing (EPIMS) by district and schools, including FTEs, salaries, and student-staff ratios Allows filtering by District Massachusetts Department of Elementary and Secondary Education 22

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