1. Funding Oregon’s Future Michael Elliott State School Fund Coordinator Oregon Department of Education

2. Introduction History Philosophy Revenue Disbursements Formula Supplemental Revenue

3. History K-12 Funding 1990-2017* *2015-2017 Estimated

4. History

6. Philosophy Discussion: 1.Is the formula a distribution formula or a spending formula and what is the difference? 2.Is the formula based on equity or equality and what is the difference?

7. Philosophy

8. Other Equities in Formula: District Equity District & ESD Equity

9. Philosophy Formula is NOT: Cost reimbursement Entitlement Guaranteed Accountability System

10. Philosophy Questions?

11. Revenue

12. Current State and Local Revenue 2015-17 Biennium

13. 13 State School Support 2015-17 Funding Level (estimated millions) 2015-16 Estimated 2016-17 Estimated State Revenue$3,617$3,747 Local Revenue $1,728 $1,860 Total SSF$5,345$5,607

14. State Revenue ($7.37 B)

15. Local Revenue

16. Stays with the district where collected

17. Local Revenue

18. Formula

19. Disbursements Programs Sub-Grants

20. Programs Tag support at ODE - $175,000 Speech Pathology Program - $75,000 Network of Quality Teaching and Learning - $22,500,000 Local Option Equalization Grant - $1,767,791 Skill Nursing Facility ~ $2,600,000 Long Term Care and Treatment ~ $11,500,000 Oregon School for the Deaf ~ $1,500,000 Oregon Virtual School District - $800,000

21. Sub-Grants Transportation Grant High Cost Disability Grant Facility Grant Small High School Grant

22. Transportation Grant Transportation Grant from 2005-06 to 2015-16* *2014-15 and 2015-16 Estimated

23. Disbursements

24. Weights CategoryWeight Amount Average Daily Membership (ADMr)1.0 Special Education1.0 Special Education above 11% CapVariable ESL0.5 Poverty0.25 Neglected/Delinquent/Foster0.25 Pregnant and Parenting1.0 Small High School CorrectionVariable Remote Small Elementary School CorrectionVariable

25. Weights School district has the following students: 1.1,000 ADMr 2.100 eligible for Special Education 3.200 ESL 4.100 Poverty What is the total weight?

26. Weights District has following students: 1.1,000 ADMr 2.200 IEP 3.50 ESL 4.250 Poverty 5.50 Neglected/Delinquent Total Weights?

27. Weights Assume a per student funding of $6,800 1.How much does District #1 get? 2.How much does District #2 get?

28. Extended ADMw YEAR vs YEAR

29. Extended ADMw The first year’s ADMw is 1,225 and the second year’s ADMw is 1,210, and the per student funding is $6,800. How much will the district receive?

30. Teacher Experience District Average – State Average Positive or Negative

31. Actual Formula

32. Timeline MonthAction December of prior yearSchool District Business Managers submit estimates of the year’s attendance and local revenue First Monday in MarchOfficial Estimate for upcoming year published March through JulyEstimates are updated July 15 th First State School Fund payment made July through JanuaryMonthly payments made with update possible January/February/March/AprilUpdate ADM and Local Revenue data MayLast payment made May of following yearReconciliation

33. Revenue Outside the Lines Local Option Tax Measure 5 Limit Measures 47 & 50 Limit Local Option Tax

34. Revenue Outside the Lines Construction Excise Tax New construction only Funds for capital improvements $1 for residential $0.50 for non-residential $25,000 cap

35. Reporting Annual independent audit File budget and audit with ODE Other required collections

36. Questions?

37. Michael Elliott Oregon Department of Education 503-947-5627 Michael.s.elliott@state.or.us