1. BAC Meeting: Review of Planning Factor Formulas Arlington Public Schools November 14, 2012 1

2. Planning Factors Approved formulas with which staffing, materials, and supplies are allocated to schools. Almost all of the schools’ budgets are calculated according to formula. Allocating funds using formulas based on enrollment projections is done to ensure funding equity among schools and programs. 2

3. Fall enrollment projections including SPED and ESOL/HILT Planning factors are applied to projections for staffing, materials and supplies Base data for Superintendent’s budget Enrollment projections are updated in Spring based on more recent data Planning factors applied again to update staffing, materials and supplies includes any proposed changes to planning factors becomes part of School Board’s Proposed and Adopted Budgets Staff contingency is available for variations from projections Overview 3

4. FY 2013 Elementary Classroom Teacher Planning Factor Formula FORMULA AB # of students divided by planning factor # of students divided by recommended maximum class size Grade 1# of students divided by 20# of students divided by 24 Grade 2# of students divided by 22# of students divided by 26 Grade 3# of students divided by 22# of students divided by 26 Grade 4# of students divided by 23# of students divided by 27 Grade 5# of students divided by 23# of students divided by 27 4

5. Example 1 of Current Classroom Elementary Planning Factor Calculation Enrollment Projections PF Calculation: Class Size when Leveling Rec Max Grade 15858 divided by 20=2.90 2019 24 Grade 25858 divided by 22=2.64 2019 26 Grade 36262 divided by 22=2.82 2021 26 Grade 44949 divided by 23=2.13 242527 Grade 55454 divided by 23=2.35 27 Total Staffing 12.83 13 classes to keep within rec max Total Staffing (rounded up to nearest whole) 13 Total Staffing: Amount needed to meet recommended maximum 13 5

6. Example 2 of Current Classroom Elementary Planning Factor Calculation Enrollment Projections PF Calculation: Class Size when LevelingRec Max Grade 14646 divided by 20=2.30 23 24 Grade 24747 divided by 22=2.14 242326 Grade 35050 divided by 22=2.27 25 26 Grade 44747 divided by 23=2.04 242327 Grade 54141 divided by 23=1.78 212027 Total Staffing 10.54 10 classes to keep within rec max Total Staffing (rounded up to nearest whole)11 Total Staffing: Amount needed to meet recommended maximum 10 6

7. Example 3 of Current Classroom Elementary Planning Factor Calculation Enrollment Projections PF Calculation: Class Size when LevelingRec Max Grade 1 66 66 divided by 20= 3.30 22 24 Grade 2 58 58 divided by 22= 2.64 2019 26 Grade 3 61 61 divided by 22= 2.77 2120 26 Grade 4 55 55 divided by 23= 2.39 1918 27 Grade 5 55 55 divided by 23= 2.39 1918 27 Total Staffing 13.49 15 classes to keep within rec max Total Staffing (rounded up to nearest whole)14 Total Staffing: Amount needed to meet recommended maximum 15 7

8. Increase both the planning factor and recommended maximum by one at each grade level; may or may not change number of students in an individual class depending on grade, school, and year Increase Class Size by One 8

9. CURRENT Class Size when Leveling Rec Max Kindergarten with SC97 5.0020 19 24 Grade 1 with SC84 4.0021 24 Grade 2 with SC83 4.002021 26 Grade 3 with SC83 4.002021 26 Grade 4 with SC84 4.0021 27 Grade 5 with SC93 4.002423 27 Total524 25.00 INCREASE BY ONE (K-5) Students Class Size when Leveling Rec Max Kindergarten with SC97 4.0024 25 Grade 1 with SC84 4.0021 25 Grade 2 with SC83 4.002021 27 Grade 3 with SC83 4.002021 27 Grade 4 with SC84 3.0028 Grade 5 with SC93 4.0023 2428 Total524 23.00 Impact of Increasing Class Size by One Elementary Example 9

10. Example 1: Impact of Increasing Planning Factor by One but not Recommended Maximum CURRENT Enrollment Projections Calculation current PF: Class Size when Leveling Rec Max Grade 146divided by 20= 2.30 23 24 Grade 247divided by 22= 2.14 2423 26 Grade 350divided by 22=2.27 25 26 Grade 447divided by 23= 2.04 2423 27 Grade 541divided by 23= 1.78 2120 27 Total Staffing 10.53 10 classes to keep within rec max Total Staffing (rounded up to nearest whole)11 Total Staffing: Amount needed to meet recommended maximum 10 INCREASE BY ONE (K-5) Enrollment Projections Calculation Increase PF by One: Class Size when Leveling Rec Max Grade 146divided by 21= 2.19 23 24 Grade 247divided by 23= 2.04 2423 26 Grade 350divided by 23= 2.17 25 26 Grade 447divided by 24= 1.96 2423 27 Grade 541divided by 24= 1.71 2120 27 Total Staffing 10.07 10 classes to keep within rec max Total Staffing (rounded up to nearest whole)11 Total Staffing: Amount needed to meet recommended maximum 10

11. Example 2: Impact of Increasing Planning Factor by One but not Recommended Maximum CURRENT Enrollment Projections Calculation current PF: Class Size when Leveling Rec Max Grade 184divided by 20= 4.20 21 24 Grade 283divided by 22= 3.77 21 20 26 Grade 383divided by 22= 3.77 21 20 26 Grade 484divided by 23= 3.65 21 27 Grade 593divided by 23= 4.04 23 24 27 Total Staffing 19.44 20 classes to keep within rec max Total Staffing (rounded up to nearest whole)20 Total Staffing: Amount needed to meet recommended maximum 20 INCREASE BY ONE (K-5) Enrollment Projections Calculation Increase PF by One: Class Size when Leveling Rec Max Grade 184divided by 21= 4.00 21 24 Grade 283divided by 23= 3.61 21 20 26 Grade 383divided by 23= 3.61 21 20 26 Grade 484divided by 24= 3.50 21 27 Grade 593divided by 24= 3.88 23 24 27 Total Staffing 18.60 20 classes to keep within rec max Total Staffing (rounded up to nearest whole)19 Total Staffing: Amount needed to meet recommended maximum 20 11

12. FY 2013 Middle School Classroom Teacher Planning Factor 1.0 classroom teacher for every 23.4 general education students –# of general education students ÷ 23.4 Adjustment to extrapolate 5 teaching periods to 7 student periods –result from #1 above ÷ 5/7 Factor for mainstreaming special education students for one period –(result from #1 above + (number of special education students ÷ 23.4)) ÷ 5 teaching periods 12

13. FY 2013 High School Classroom Teacher Planning Factor 1.0 classroom teacher for every 25.4 general education students –# of general education students divided by 25.4 Adjustment to extrapolate 5 teaching periods to 7 student periods –results from #1 above ÷ 5/7 Factor for mainstreaming special education students for one period –(results from above + (number of special education students ÷ 25.4)) ÷ 5 teaching periods Staffing is reduced at each high school to account for students taking courses at the Career Center 13

14. Impact of Increasing Class Size by One Middle School Current Classroom Teacher Planning Factor Formula Calculation Total Regular Enrollment {no HILT, no Self Cont, no Interlude} 441 441 ÷ 23.4 ÷ 5/7 =26.38 Self Contained I (Category 1 and Cat 2)79 Interlude13 (79+13) ÷ 23.4 ÷5 =0.79 Total Staffing (rounded to nearest 0.20) 27.20 Increase by 1: Formula Calculation Total Regular Enrollment {no HILT, no Self Cont, no Interlude} 441 441 ÷ 24.4 ÷ 5/7 =25.30 Self Contained I (Category 1 and Cat 2)79 Interlude13 (79+13) ÷ 24.4 ÷5 =0.75 Total Staffing (rounded to nearest 0.20) 26.00 14

15. BAC Meeting: Review of Planning Factor Formulas Arlington Public Schools November 14, 2012 15