1. 1 Workforce Creation and Adult Education Transition Council Funding Work Group October 7, 2008

2. 2 Funding Work Group Structure Co-Chairs -Todd Elliott, Andy Moser, Sonia Socha Co-Chairs -Todd Elliott, Andy Moser, Sonia Socha Subcommittees Subcommittees Advocacy/Marketing Advocacy/Marketing Business Links Business Links Other Sources Other Sources State Models State Models Stepping Up to the Future Stepping Up to the Future

3. 3 Work Plan The Work Group identified three major task areas: Assess the current funding model for adult and correctional education and determine the need for additional funding Assess the current funding model for adult and correctional education and determine the need for additional funding Identify ways to expand resources and funding, focusing on leveraging dollars and developing innovative financing approaches Identify ways to expand resources and funding, focusing on leveraging dollars and developing innovative financing approaches Examine models used by other states to create a sustainable funding model for adult and correctional education programs Examine models used by other states to create a sustainable funding model for adult and correctional education programs

4. 4 Work Plan Subcommittees Charges Advocacy/Marketing Advocacy/Marketing Review initiatives completed by Maryland in past 7 to 10 years Review initiatives completed by Maryland in past 7 to 10 years Make recommendations for future advocacy and marketing Make recommendations for future advocacy and marketing Consolidate existing materials and identify materials needed Consolidate existing materials and identify materials needed Determine the cost and who should/could be a part of carrying out a statewide advocacy initiative Determine the cost and who should/could be a part of carrying out a statewide advocacy initiative Business Links Business Links Identify value-added benefit for business/corporate participation/use of services Identify value-added benefit for business/corporate participation/use of services Identifying Resources Identifying Resources Research other public funding currently being applied to adult education services. Make recommendations for leveraging these sources into a holistic approach Research other public funding currently being applied to adult education services. Make recommendations for leveraging these sources into a holistic approach

5. 5 Work Plan Subcommittees Charges State Models State Models Research other states funding models Research other states funding models Determine if current proposed state funding formula (identified in Maryland legislation) is the preferred model for state funding Determine if current proposed state funding formula (identified in Maryland legislation) is the preferred model for state funding Include a review of international efforts Include a review of international efforts Include special project funds Include special project funds Stepping Up to the Future Stepping Up to the Future Provide findings and recommendations from the 2005 Stepping Up to the Future report on adult education in Maryland Provide findings and recommendations from the 2005 Stepping Up to the Future report on adult education in Maryland Should the recommendations be part of what the Funding Workgroup recommends? Should the recommendations be part of what the Funding Workgroup recommends?

6. 6 Work Plan Meetings and Conference Calls Funding Work Group Meetings: 8/29, 9/3, 9/16, and 10/1 Funding Work Group Meetings: 8/29, 9/3, 9/16, and 10/1 Scheduled: 10/27 and 11/20 (tentative) Scheduled: 10/27 and 11/20 (tentative) Co-chairs Meetings: 8/21, 9/8, and 9/26 Co-chairs Meetings: 8/21, 9/8, and 9/26 Scheduled: 10/20 and 11/3 Scheduled: 10/20 and 11/3

7. 7 Work Plan Subcommittee Meetings Advocacy/Marketing – 9/17 Business Links – TBA Other Sources – 9/26 State Models – 9/23, 9/29 Stepping Up – 9/18

8. 8 Issues Under Consideration Cross-Cutting Sustainability of any and all funding that will support adult education, literacy and workforce Sustainability of any and all funding that will support adult education, literacy and workforce The demand for adult education & literacy in Maryland overwhelmingly exceeds current funding capacity and our investment is low compared to other States The demand for adult education & literacy in Maryland overwhelmingly exceeds current funding capacity and our investment is low compared to other States Current adult education & literacy and job training programs could more effectively be linked, providing more seamless services and leveraging of funds Current adult education & literacy and job training programs could more effectively be linked, providing more seamless services and leveraging of funds Additional resources are needed to continue to improve the quality of adult education & literacy in tandem with workforce development Additional resources are needed to continue to improve the quality of adult education & literacy in tandem with workforce development Given the overall competition for education funds, especially with No Child Left Behind and the High School Assessment implementation, there is a need to explore options to develop other resources Given the overall competition for education funds, especially with No Child Left Behind and the High School Assessment implementation, there is a need to explore options to develop other resources

9. To avoid leaving any learners behind due to federal or state requirements – current or future – there is a need for flexible funding beyond outcome measures to address individual learner goals To avoid leaving any learners behind due to federal or state requirements – current or future – there is a need for flexible funding beyond outcome measures to address individual learner goals Given that federal monies are designed to seed other funding, need to identify who pays for adult education, literacy and workforce programs (federal, state, local, private)? What type of overarching funding model might/should be used? Given that federal monies are designed to seed other funding, need to identify who pays for adult education, literacy and workforce programs (federal, state, local, private)? What type of overarching funding model might/should be used? Designing the best model for Maryland using ideas from current structures, other state models, and the Adult Education and Corrections Workgroups Designing the best model for Maryland using ideas from current structures, other state models, and the Adult Education and Corrections Workgroups Develop an innovative alternative funding mechanism for adult education and workforce development Develop an innovative alternative funding mechanism for adult education and workforce development 9 Issues Under Consideration

10. 10 Advocacy/Marketing How can Maryland develop a successful advocacy and marketing strategy, given both limited and restricted funding How can Maryland develop a successful advocacy and marketing strategy, given both limited and restricted funding Review successful initiatives in Maryland and recommend additional strategies for advocacy & marketing Review successful initiatives in Maryland and recommend additional strategies for advocacy & marketing Make recommendations for future advocacy/marketing needs Make recommendations for future advocacy/marketing needs Identify new research/materials that may be needed Identify new research/materials that may be needed Determine cost and who should be responsible Determine cost and who should be responsible Take advantage of the opportunity to increase the focus on adult education and scarce public resources Take advantage of the opportunity to increase the focus on adult education and scarce public resources Business Links How can partnerships with private business supplement resources for adult literacy programs? How can partnerships with private business supplement resources for adult literacy programs? Identify the value-added by private business to adult literacy programs Identify the value-added by private business to adult literacy programs

11. State Models Consideration of Marylands current funding model in relation to other states Consideration of Marylands current funding model in relation to other states Strategies needed to increase Marylands portion of funding to reach funding levels of states with like- need and demographics Strategies needed to increase Marylands portion of funding to reach funding levels of states with like- need and demographics Investigate how other states have increased their state portion of funding and how the revenue is generated Investigate how other states have increased their state portion of funding and how the revenue is generated How should funds be allocated to local programs – should smaller programs receive more money per student like Tennessee and other states? How should funds be allocated to local programs – should smaller programs receive more money per student like Tennessee and other states? How should funds be allocated in a manner that is equitable, while ensuring that small programs have enough funds to provide quality services? How should funds be allocated in a manner that is equitable, while ensuring that small programs have enough funds to provide quality services? 11 Issues Under Consideration

12. State Models, cont. How do you move Maryland to a more integrated, adequately funded model similar to the best practice states? How do you move Maryland to a more integrated, adequately funded model similar to the best practice states? Should Maryland include Performance-Based Funding as part of its allocation formula, or should it continue to be needs- based and categorical? Pros & cons Should Maryland include Performance-Based Funding as part of its allocation formula, or should it continue to be needs- based and categorical? Pros & cons Continue to investigate the possibilities provided by a Coordinated Funding Stream State agency partnership model (federal and state funds from different agencies that could be available to address parallel needs of learners, employers, transition to next steps) Continue to investigate the possibilities provided by a Coordinated Funding Stream State agency partnership model (federal and state funds from different agencies that could be available to address parallel needs of learners, employers, transition to next steps) Stepping Up Effectively incorporating the findings and recommendations of this comprehensive report into the transition process and beyond Effectively incorporating the findings and recommendations of this comprehensive report into the transition process and beyond How to best incorporate the extensive work and findings of this important report into the recommendations of the transition process How to best incorporate the extensive work and findings of this important report into the recommendations of the transition process 12 Issues Under Consideration

13. 13 Identifying Resources Identify the various resources currently used to provide adult education & literacy services in Maryland Identify the various resources currently used to provide adult education & literacy services in Maryland Identify alternative/other public funding sources that may be allocated to adult literacy Identify alternative/other public funding sources that may be allocated to adult literacy Identify alternative/other private funding sources that could be leveraged for adult literacy programs Identify alternative/other private funding sources that could be leveraged for adult literacy programs Business Links How can partnerships with private business supplement adult literacy programs? How can partnerships with private business supplement adult literacy programs? Identify the value-added by private business to adult literacy programs Identify the value-added by private business to adult literacy programs

14. 14 Stepping Up to the Future Report Stepping Up to the Future Report Presentations from DLLR and MSDE - understanding how funds are allocated/granted to and within the State, use and restrictions, and 3 prior years expenditures and service levels information Presentations from DLLR and MSDE - understanding how funds are allocated/granted to and within the State, use and restrictions, and 3 prior years expenditures and service levels information National Adult Education Professional Development Consortium (NAEPDC) 2008 State Study National Adult Education Professional Development Consortium (NAEPDC) 2008 State Study NAEPDC Coordinated Funding Streams publication NAEPDC Coordinated Funding Streams publication History of MAACCE advocacy History of MAACCE advocacy Adult Literacy Appropriation Formula Legislation – The Basics Adult Literacy Appropriation Formula Legislation – The Basics Expenditure report for federal & nonfederal monies Expenditure report for federal & nonfederal monies Survey comparable states as possible replicable models Survey comparable states as possible replicable models Brief on international adult education models Brief on international adult education models People served and expenditure information for Fiscal Years 2005-2007 for Adult Education and Title IB People served and expenditure information for Fiscal Years 2005-2007 for Adult Education and Title IB Research and Data Requests

15. 15 Pending Update certain data items/charts/funding equations within the Stepping Up report to bring information current to 2008. Update certain data items/charts/funding equations within the Stepping Up report to bring information current to 2008. Funding amounts for funding sources identified under Issues Funding amounts for funding sources identified under Issues Identify states that have done creative leveraging of private resources to fund adult literacy projects Identify states that have done creative leveraging of private resources to fund adult literacy projects Adult Literacy in Maryland – Results from the 2003 State Assessment of Adult Literacy Adult Literacy in Maryland – Results from the 2003 State Assessment of Adult Literacy FY 2009 State Department of Education Budget Submission FY 2009 State Department of Education Budget Submission Research & identify states where transitions to departments of labor have taken place and identify what things are working and could be applied to Maryland Research & identify states where transitions to departments of labor have taken place and identify what things are working and could be applied to Maryland Additional information and data from other states Additional information and data from other states

16. 16 Challenges Making Marylands model the best performing in the country and being able to pay for it Making Marylands model the best performing in the country and being able to pay for it The major investment of addressing the findings and implementing the recommendations of the report (proposed legislative funding formula) ($29.8 million from the state and $22.5 million from local sources) The major investment of addressing the findings and implementing the recommendations of the report (proposed legislative funding formula) ($29.8 million from the state and $22.5 million from local sources) Managing the conflicting priorities between the immediate transition needs and the long term vision of the transition Managing the conflicting priorities between the immediate transition needs and the long term vision of the transition Working without direct input and recommendations from the Adult Education and Corrections Workgroups (need also to see estimated direct costs) Working without direct input and recommendations from the Adult Education and Corrections Workgroups (need also to see estimated direct costs)

17. 17 Challenges Developing realistic short- and long-term funding recommendations beyond WIA Titles I and II Developing realistic short- and long-term funding recommendations beyond WIA Titles I and II Determining competing priorities for state funding within adult education and workforce departments, and among the various education systems in the state Determining competing priorities for state funding within adult education and workforce departments, and among the various education systems in the state Provide an equitable and inclusive method of disbursement with the goal of more broadly reaching those in need with quality outcomes Provide an equitable and inclusive method of disbursement with the goal of more broadly reaching those in need with quality outcomes Process challenges: group structures and meetings, developing issues and recommendations in a limited timeframe, processing and reviewing meeting minutes/records and making corrections in a timely manner, seeking and obtaining assistance with research, including clerical work and technical expertise Process challenges: group structures and meetings, developing issues and recommendations in a limited timeframe, processing and reviewing meeting minutes/records and making corrections in a timely manner, seeking and obtaining assistance with research, including clerical work and technical expertise

18. 18 Preliminary Recommendations Cross-Cutting Commit to a specific strategic plan that will increase and create sustainable funding from the state, private sources, the federal government, and local sources Commit to a specific strategic plan that will increase and create sustainable funding from the state, private sources, the federal government, and local sources Commit to a political agenda in Maryland that prioritizes sustainable funding for adult education, literacy and workforce development Commit to a political agenda in Maryland that prioritizes sustainable funding for adult education, literacy and workforce development Re-allocate state funds to adult education and literacy and/or create a specific revenue stream in support of it (i.e., Save the Bay license plates) Re-allocate state funds to adult education and literacy and/or create a specific revenue stream in support of it (i.e., Save the Bay license plates) Get more businesses to buy in, by marketing adult education and literacy to the business community and being responsive to employer needs Get more businesses to buy in, by marketing adult education and literacy to the business community and being responsive to employer needs

19. 19 Advocacy/Marketing Develop recommendations for case statement, marketing plan, and infrastructure to ensure that the visibility of adult education remains on the community agenda far beyond the conclusion of the Transition Council Develop recommendations for case statement, marketing plan, and infrastructure to ensure that the visibility of adult education remains on the community agenda far beyond the conclusion of the Transition Council Identify data needed to effectively demonstrate return on investment Identify data needed to effectively demonstrate return on investment Include discussion on how efforts can be sustained and owned by the broader community (i.e., those partners that have been involved in workgroups – business, non-profits, unions, community colleges, etc) Include discussion on how efforts can be sustained and owned by the broader community (i.e., those partners that have been involved in workgroups – business, non-profits, unions, community colleges, etc) Continued advocacy and education of General Assembly and Administration members about adult literacy services and needs Continued advocacy and education of General Assembly and Administration members about adult literacy services and needs Examine other states to determine who does advocacy/ marketing and how they pay for it, then identify in Maryland who is responsible for a broad, statewide effort and how it will be financed Examine other states to determine who does advocacy/ marketing and how they pay for it, then identify in Maryland who is responsible for a broad, statewide effort and how it will be financed Preliminary Recommendations

20. 20 Business Links Further explore the states capability to collaborate and gain access to resources with the private business community and corporate foundations Further explore the states capability to collaborate and gain access to resources with the private business community and corporate foundations State Models Ensure that adequate and sustainable funding is provided for identified full time positions, staff development and quality (consolidated) data management Ensure that adequate and sustainable funding is provided for identified full time positions, staff development and quality (consolidated) data management Include State Partnerships and Coordinated Funding in the Maryland model with a commitment to providing sufficient funding for such Include State Partnerships and Coordinated Funding in the Maryland model with a commitment to providing sufficient funding for such Plan for categorical funding that will support pilot projects that become sustainable – such as transition to community college degree programs & other training initiatives Plan for categorical funding that will support pilot projects that become sustainable – such as transition to community college degree programs & other training initiatives

21. 21 Preliminary Recommendations Stepping Up The Stepping Up Report should be used as a resource in answering current questions and in addressing future policy decisions The Stepping Up Report should be used as a resource in answering current questions and in addressing future policy decisions There are five recommendations in the Stepping Up Report, and all five should be considered when making final recommendations in the transition process There are five recommendations in the Stepping Up Report, and all five should be considered when making final recommendations in the transition process Identifying Resources Review the pros and cons of coordinating funding streams from various state agencies and departments Review the pros and cons of coordinating funding streams from various state agencies and departments Broader discussions with other cabinet members and provider agencies to examine collaborative efforts in the name of aligning services and utilizing funds more efficiently Broader discussions with other cabinet members and provider agencies to examine collaborative efforts in the name of aligning services and utilizing funds more efficiently Other recommendations will be included at later date (upon further research, discussion, and review of other committee recommendations)