Category Archives: finance

The Mess with West (Updated)

The Raunch Hands “Mess Around” (click to listen or download)

[Update: I just got emailed this letter as a West parent.  Crisis communication is happening.  Not much new here, but some clarity.]

The first steps with the  “High School Curricular Reform, Dual Pathways to Post-Secondary Success” are a mess, a big mess of the administration’s own making.

Before I delve into the mess and the proposal, I think it is important to say that despite huge and inexcusable problems with the process, many unanswered questions and some real things of concern; there are some good things in the proposal.  One part near the heart of the plan in particular is something I’ve been pushing for years:  open access to advanced classes and programs with supports. In the language of the proposal:

Pathways open to all students. Students are originally identified by Advanced Placement requirements and other suggested guidelines such as EXPLORE /PLAN scores, GPA, past MS/HS performance and MS/HS Recommendation. however, all students would be able to enroll. Students not meeting suggested guidelines but wanting to enroll would receive additional supports (tutoring, skill development classes, AVID, etc.) to ensure success. (emphasis added and I would like to see it added in the implementation).

Right now there are great and at times irrational barriers in place.  These need to go.   I hope this does not get lost as the mess is cleaned up.

This is in four sections:  The Mess; What Next?; The Plan: Unanswered Questions and Causes for Concern; and Final Thought.

The Mess

The exact size and shape of the mess — like so much else with this — aren’t clear.  You can gauge for yourself by visiting the Facebook pages “Save Our Future- Madison West High” and “Walk-Out Against MMSD High School Reform.”   I heard reports that 200 or more students met at lunch yesterday and likely the number will be greater today.  The fact that students care and want to do something is great.  I’m sure that Administrators and Board Members have also heard from parents and teachers.

Then there is this video:

It is great to hear the passion and desire to be part of the process; it is sad to realize that they feel they have been shut out.

As far as I can tell the proximate cause of the student reaction at West was confused and incomplete information relayed by teachers.  The ultimate cause is that this has been drafted and communicated in what seems to be a rushed and top-down manner.

Note the “seems to be.”  Much of this has been in the works  — at least indirectly — for a long time and there have been some opportunities for input and collaboration along the way (see the High School Initiatives presentation from earlier this year).

So while this doesn’t come out of nowhere,  it has also been rushed out in a manner and form that leave much to be desired.  Extensive changes of this sort need to be considered  and revised in an open, inclusive, deliberate process.  To do otherwise misses opportunities for improvement and creates distrust instead of buy-in from those most affected.

At least one Board Member is saying that “the proposed curricular changes are not related to the DPI complaint re. failure to comply with state law on TAG programming.”  You can parse that statement carefully and maybe say it is true because things have been in the works prior to the TAG complaint, but it is equally true that the the timing and failed roll out were a reaction to the complaint.  To deny or not acknowledge the relationship to the TAG complaint in how this was “finalized” and presented (not conceived) only exacerbates the distrust that is perhaps the biggest mess of all.

You don’t have to take my word on this being rushed and incomplete, just look at some of the early items in the plan that have dates attached:  “Plan communicated to all stakeholders in September” with a variety of information to be compiled in September to support the communications.  This communication didn’t happen in September and if the supporting information has been prepared, it has not been shared.   If it has been prepared and not shared there is much more wrong here than a rushed time-line, there is a basic lack of understanding of communications principles.

There may also be a basic misunderstanding of policy formation principles at work.    Part of that communication item for September reads:

Develop data-based rationale for reforming the MMSD high school curriculum providing both an accelerated pathway and a preparatory pathway.

I’m going to be nice and assume that the intent here was to say “Develop a presentation of the data-based rationale…,” because otherwise our self-styled “data -driven” district is making policies and then creating “data-based ratuonale(s)” after the fact.  Let’s chalk this up to the rush job.

What Next ?

Hard to say what will come next.  There may or may not be a protest walkout at West on Friday.  There may or not be a crisis communication strategy from the administration [there is, see the update at the top].  There may or may not be an attempt to go beyond crisis communication and initiate a more open and extensive collaborative process (I’d like that).

The Board of Education will see this on an agenda in some form I have heard (not confirmed) that this will be the first week of November.  What form isn’t clear.  They may be asked to approve the proposal or they may may simply receive or reject a report.  I hope it is the former.

I also want to note that how this comes before the Board matters not only in terms of democratic governance, but because the new Communication Plan protocols require certain things — such as equity and budget analyses —  with some Administrative proposals.   These are not part of  the materials circulating.

My guess is that whatever happens in the coming weeks, at least part of the time-line is out-the-window.   Supporting work will be ongoing, but I’d be surprised if the scheduled significant changes to Language Arts and Mathematics are fully implemented in 2011-12.  I’ve been surprised before.

In the meantime, effective involvement is crucial.  Let the Board know your concerns (board@madison.k12.wi.us).  Let Superintendent Nerad know too (dnerad@madison.k12.wi.us).  Before voicing an opinion, it is good to do some study and get your facts straight and concerns clear.  Keep and eye on the Board agendas (and this space) to see when it comes up and in what form.  At every juncture, ask for a chance to be part of the process.  If asking doesn’t work, demand.

The Plan:  Unanswered Questions and Causes for Concern

From reviewing the proposal itself, a read of postings elsewhere, conversations and emails —  with and from students, teachers, parents, Board of Education Members and administrators  — some issues have stood out as things that I believe need further attention.  What I’m offering here isn’t comprehensive or thorough, but introductory.

Before proceeding I want to again emphasize that the commitment to open access  with supports is a huge and positive step (and note that it may be possible that this could be accomplished without the radical changes being proposed).

Pathways, Tracking and Ability Grouping:

I have supported the inclusive model for English 9 & 10 and 9th & 1oth grade Social Studies.  I have also thought that real embedded honors would have improved the model.  Some of the positive aspects of this will be lost if the new proposal is implemented.  There will be two “pathways” and this will almost certainly mean an increase in segregation by race, language and income.  I don’t like this.

Despite this inclusive portion of the existing  West program,  you’d be a fool to believe that segregation and something like tracking aren’t already part of the West reality.  I’ll go further and say that I sincerely doubt that in the foreseeable future these will be eliminated.

So the questions become ones about the extent and nature of the segregation or groupings.

Willis D. Hawley makes a useful distinction between tracking and “ability grouping” (read Pathways) based on student movement among the tracks (or programs) and warns that “Ability grouping often turns into tracking.”  This, along with the demographics of the pathways would need close monitoring and if there is great segregation with little or no movement, actions should be taken to remedy.

The existence of “embedded honors in the Preparatory Pathway is supposed to facilitate movement.  I have serious doubts about that.

Doubts based in part on the fact that the access to the Accelerated Pathway is supposed to be open.  This also needs to be monitored and special attention needs to be paid to informal ways that students are discouraged from challenging themselves and the availability of appropriate supports for success.

Standards, “College Readiness” and AP:

I don’t think much of standards as key to successful education reform.  Unfortunately, we are stuck with them — Wisconsin signed on to the Common Core Standards before they were even complete (this says much about how education policy at all levels has been taken over by well-funded rhetoric).  The proposed reform in MMSD and at West adds the ACT  “College Readiness” to the mix.

In general I don’t like the wholesale adoption of any standards, whether from an advocacy group (like the Common Core or for that matter the NACG Standards incorporated in the TAG Plan) or from an organization like the ACT or the College Board (AP), with supporting things for sale (an issue with the Common Core too).  MMSD – and other districts — should pick, chose and adapt what is appropriate for local circumstances.

Advanced Placement is a little different.  There are real concerns about a “cookie cutter” approach stifling creativity and breadth in teaching and learning.  These and other issues have led some districts — including Scarsdale, NY —   to abandon AP.  There is a growing consensus that the rapid expansion of AP is problematic (for balance see here).  Was any of this part of drafting of this plan?

In defense of expanded AP, it does provide an external measure of achievement and it does give students a head start on college.  Like so much else, some good and some not so good.

Trade Offs: Electives, Budget and Schedules:

Because of budget and schedule constraints this proposal cannot be implemented without other things being cut.  You can’t add support services without either increasing expenditures or eliminating something else.   Teachers and students only have time for so many classes, if they are taking new AP classes, they won’t be taking existing offerings.  So far there has been no clear statement of what these other things might be.

The rumors were that electives in some form were due to be cut.  I have this response from a senior administrator:

This is not true.  We are adding Advanced Placement courses in the four content areas.  They will be open access courses and may be taken or an elective may be taken. For example Advanced Placement offers only two English courses.  We require 4 years of English.  This leaves room for elective choices

How much room, both in terms of budget and schedules remains to be seen.  I think it is clear that many favored electives will be retained.

I’m not going to give my full Wisconsin and MMSD school funding rap, but I will ask those new to this to visit Penny for Kids, sign the petition, share it with friends, join the Facebook group…get involved.

Where Did This Come From?

As noted above, this has been in the works as part of a series of High School Initiatives.  The immediate model for much of it is Hersey High School in Arlington Heights Illinois.  Arlington Heights is not Madison and Hersey is not West.  One statistic stands out — Hersey has a poverty rate of 7% or 8%, West’s is 35%.  A quick review of the Evaluation and Policy Research page at Hersey shows that while the concerns and issues overlap, they are also very different.  The review also showed some very questionable choices in what data is presented and how it is presented.  Maybe more on this later.

Final Thought:

At the top,  I called this mess inexcusable.  I see this as a failure of leadership.  Couldn’t they anticipate this reaction?  Didn’t they read Susan Troller’s “branding” piece?  Don’t they now that successful reform requires buy-in?  This looks rushed and reactive, not considered and confident.  I know lots of very good work has gone into this, but that work is in danger of being lost due to some key failures.

With this in mind, I renew my call for the evaluation of Superintendent Dan Nerad to be made public.  Part of restoring confidence has to be sharing with the public what the Board of Education thinks is is going well and what the Board thinks could use improvement.  I know at this moment many in the West community have some definite ideas about these matters (positive and negative…I see successes as well as failures).

Thomas J. Mertz

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2010-2011 Dane County Enrollments

Percent change 2009-10 to 2010-11.

The initial data on third Friday student counts are out and the numbers for MMSD look good.  MMSD is up 378 students, or about 150 more than projections.

This is  good news, in that it shows that fears about MMSD driving students and families away are unfounded.  The chart above illustrates that  MMSD’s gains as a percentage of enrollment of 1.51% were above the average for Dane County districts.  The full data is here.

In the past, this would have been very good news, because revenue limits are based on enrollment and more students would mean more money.   Since MMSD was planning on levying about $16 million under the limit, it only means  we will be even further under the cap.

I haven’t been able to find more detailed breakdowns by school, race. income…  I look forward to looking at this data to see the trends.  I want to make clear that whatever the trends are it is wrong to think of some demographics as more desirable than others.   Once districts, schools or teachers start thinking or talking or acting in this manner, they are betraying the basic promise of public education to move toward equality through opportunity.

Thomas J. Mertz

 

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October 7, Rally to Defend Public Education

Thursday, October 7 · 12:30pm – 1:30pm in Library Mall on the UW Campus there will be a rally to defend public education.  This is part of a national effort to combat reduced governmental investments in education at all levels, from pre-kindergarten through grad school.

As the press release says:

Rally organizers call for making public education a top funding priority in Wisconsin, so that every child has access to a high-quality public education from kindergarten through college. Since an educated population spurs the economy and benefits all state residents, they also call for reforming the tax system so that everyone pays their fair share, including the wealthy and large corporations operating in Wisconsin. Increasing access to higher education for underrepresented groups and ensuring fair and competitive pay for academic workers are also top priorities.

Here is the list of speakers:

  • Ben Manski, Coordinator, Democratizing Education Network
  • Mike Bell, UW-Madison faculty member (Sociology)
  • Thomas J. Mertz, Board Member, Wisconsin Alliance for Excellent Schools
  • Mindy Preston, UW-Madison undergraduate student (Computer Sciences; Classical Humanities)
  • Kevin Gibbons, UW-Madison graduate student (Environmental Studies); Co-President of the Teaching  Assistants’    Association
  • Elizabeth Wrigley-Field, UW-Madison graduate student (Sociology); member of the International  Socialist   Organization
  • Mark Thomas, Steward, AFSCME Local #171

I’ll be speaking on K-12 and pushing Penny for Kids.  I could use some help collecting signatures on the Penny petition.  Contact me if you are willing and able.

Strong public education is the best means we have of moving toward a better future.  Join us to make sure that message comes through loud and clear.

Thomas J. Mertz

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“Political Dynamite”= School Funding

From MPTV’s Fourth Street Forum.

[Original Airdate: October 1, 2010] POLITICAL DYNAMITE: PAYING FOR WISCONSIN’S SCHOOLS Wisconsin has a crisis when it comes to paying for schools. The fallout hurts children, teachers and our future. 4th Street Forum explores school tax fairness and high quality education. With Host DENISE CALLAWAY, Director of Communications, Greater Milwaukee Foundation and with guests, in order of appearance, TONY EVERS, PhD, Wisconsin State Superintendent of Public Instruction; WILLIE HINES, Milwaukee Common Council President; ANNELIESE DICKMAN, JD, Research Director, Public Policy Forum and WILLIAM HUGHES, PhD, Greendale Superintendent of Schools.

Penny for Kids?  Penny for Kids!

Thomas J. Mertz

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On the Agenda: MMSD Board of Education, the week of September 27, 2010

Note: For a while, I’m going to be illustrating the “On the Agenda” posts with various graphs documenting achievement gaps in MMSD as revealed by the admittedly flawed and limited WSAS/WKCE results. I think regular reminders may do some good.

For the Madison Metropolitan School District Board of Education and related bodies, hree meetings on Monday this week, one on Tuesday.

The Four-Year-Old Kindergarten Advisory Council continues their work at 9:00 on Monday, at the 4C offices.

The new Board Ad-Hoc Committee on Equity and Decision-Making will hold their first meeting at 5:00 PM in the Doyle Bldg, Rm 103.  The agenda revolves around committee goals.  There will be public appearances and if you have concerns about equity related things, I’d suggest getting their attention near the start of their work.  These could include anything from staffing, to class-size, to achievement gaps, to budgets, to curricula, to… for an idea of what the scope of this committee includes, check the Equity Policy and the work of Equity Task Force (as well as the Equity Report from earlier this year).

One new thing before the Committee is an update on equity work.  This partially updates the appendices of the rejected March version of the report, which linked district initiatives to portions of the Strategic Plan and Equity Task Force recommendations.   I thought this was the best part of the March version, but it didn’t make it into the final.  Good to see it back.

What isn’t good is how much remains to be done.

This will be followed by the full Board meeting at 6:00 PM in the Doyle Bdg Auditorium.  There are public appearances scheduled and it can be assumed that both this meeting and the Equity meeting will be carried on MMSD-TV.  A note to people not familiar with Board procedures, all public testimony is at the start of the meeting and you have to register by the time they begin.

I’m not going to do the whole agenda this week, but just hit the highlights in approximate order of interest.

The biggest item for most is the recommendation on the extension of TID 32 to fund the Edgewater project.  Board Members Ed Hughes and Lucy Mathiak have both posted on this, and I put something on Forward LookoutSome time ago I laid out why I thought this was a bad idea and in their memo to the Board the administration agrees with that conclusion (if not all the particulars), saying the extension will have a ““significant negative effect…upon our district.”   Following  their own paths, Hughes and Mathiak come to the same conclusion.

I’d put the Budget Update at the top of my personal list of agenda items.  Bad news and good news with a net bad news of a larger increase in the mil rate (from 11.08 to 11.13) and slightly bigger hit to property owners likely (Penny for Kids would help!)

Among the news here is anticipated decrease of $442,501 in state Special Education Categorical aids, and an anticipated increase of $1,569, 546 in state equalization aid from the amounts budgeted in the Spring.  Unfortunately the increase in equalization is related to a decrease in property values, meaning that although the total levy will be smaller, the base for that levy is smaller also and the increased equalization only partially covers the difference (Penny for Kids is needed!).  There are lots of moving pieces locally — including property values in the district — and statewide that contribute to these adjustments.  One of the biggest pieces is the “Third Friday” student count certification.  If we are lucky, that number will be previewed at the meeting Monday.  None of this is final till the end of October when the tax levy is passed.

On a related and positive note, the district did save $185,954 in short term borrowing costs.

These are combined here in a projected tax levy scenarios I think the last is the most likely.

I don’t like the $250,00 “average home” calculations, but the levy increase expressed in that way is $237.50, or $12.50 more than projected in the Spring ((Penny for Kids! Now more than ever).

And then there is the fund balance.  It increased  by $5.1 million in 2009-10.   MMSD needs to have an open and thorough discussion of fund balance policies and practices (I’ve said this before).  In the last three years the fund balance has increased by about $20 million, almost doubling.  This is good and bad, but what is all bad is that it has happened without the Board directly addressing the choices being made.   This money was collected to educate the children of our district and we (the people it was collected from) deserve to know if building equity at this level is the way it can best be used in the service of education.

Last in the update is “Budget Tracking Table” with big and unexplained changes in the ARRA lines (these may be covered in this previous ARRA update.  Nothing on the EduJobs money (my guess is that it will be used for 2011-12 in MMSD).

Next in order of import is the Revised Code of Conduct.   It looks like this might finally get done.  I haven’t followed all the details, but I do like the Phoenix/Abeyance model as an alternative to expulsions.

It is kind of insider stuff, but I find the the evolution of the Superintendent’/Board of Education  Communication Plan fascinating.  This is a new iteration and with each version it seems to get more detailed and more exacting.  I applaud the effort to clarify roles and expectations, but find it disconcerting that all concerned feel it needs to be spelled out this thoroughly.  To me that indicates trust, faith and yes “communication” are not where they should be.  Maybe I’m reading too much into this; maybe I’m just more comfortable with improvisational give-and-take.

Last item I’m going to cover (and the last item on the agenda) is the Legislative Liaison Report.  Three things here.

First is the recent Resolution passed by the Dane County Board calling for school finance reform (press release here).   This got some nice coverage from Neil Heinen on Channel 3000, in the Sun Prairie Star and maybe elsewhere.  I worked on this with Supervisor Melissa Sargent and want to give a big thank you to her and the other Supervisors and the Board of Education and community members who supported the Resolution.  Look for more Resolutions of this sort around the state in the coming months.  As Neil Heinen said “Thanks to the Dane County Board, the voice for school funding reform just got louder.”

Next is Superintendent Tony Evers State of Education address.  The big news here is no news on the Fair Funding Framework.  For logistical and other reasons, there will be no further details till after the November elections.  I’ll leave the “other” alone and note that there will be updated numbers to work with after October 15 aid certifications and the logistical reasons have legitimacy.

Last is a Penny for Kids update.  Not 100% sure what this will be, but I will take this opportunity to put on my Wisconsin Alliance for Excellent Schools Board member hat and thank MMSD for actively supporting this campaign.

Much more on this agenda, technology purchases, big donations, contracts, Board/Common Council Liaison meeting …check for yourself to see what I missed.

One more meeting.   Ad-Hoc Hiring and Diversity on Tuesday, noon, at JC Wright Middle School.  Another goal setting agenda and no linked documents.  For some background see this report from September 2009.   Staff diversity at all levels remains an issue.  I hope that those working and agitating on minority  teacher matters realize that this is a national problem and that long term solutions involving improving minority education, higher education opportunities, early recruitment into education fields and supports to achieve professional status are where the real solutions to teaching staff diversity lay.  The district’s efforts can and should be improved in the short term (and not just with teachers, the clerical staff numbers are a disgrace), but only very limited improvements should be expected in the diversity of MMSD teaching staff.

Thomas J. Mertz

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Hearing on Edgewater TIF (yes, this is about schools)

See below for hearing information, background and talking points on the Edgewater TIF.  This directly impacts the schools by diverting property taxes.

Joint Review Board Hearing and the Edgewater Project

On Thursday, August 12, 2010 the TIF Joint Review Board will be holding a public hearing on amending Tax Incremental Finance District (TID) 32 in order to provide over $18 million in property tax based financing for the proposed luxury hotel plaza. The Board meets at 5:00 PM, 215 Martin Luther King, Jr. Blvd. Room 260 (Madison Municipal Building). Speakers will have three minutes to testify. A vote is anticipated in September.

If this goes through the closure of TID 32 will be delayed, meaning that for six years the benefits from that TIF investment will be used for the Edgewater instead of to fund schools, city and county services and MATC. With the schools and other local governments suffering from decreased state support and families having trouble with property tax increases this is a bad idea.

Below is some background information along with some suggested talking points. The Joint review Board needs to know that their constituents understand the issues and oppose the TID amendment. Please consider attending the hearing, testifying and/or contacting the Board and appointing authorities. It isn’t too late to stop this.

TIF Basics

The idea behind Tax Incremental Financing is that a government body promotes development and funds infrastructure in “blighted” areas by borrowing against anticipated property tax revenues and then designating the growth in revenue due to the development (the increment) to repay these loans and associated costs. Once the loan is repaid and the district is closed, the increment becomes part of the general tax base.

TID 32 and the Edgewater

TID 32, anchored by the University Square redevelopment has been extremely successful. It is generating about $3 million annually in increment and is projected to close in three years.

The increment for the Edgewater project only meets the requirements for a stand alone TIF of $3.3 million. In order to give the project over $18 million in financing (or $15 million more than it can support) it has been proposed to annex the project to TID 32 and use the success of that TID to finance the luxury hotel plaza. This delays the closure of the district and postpones the time when the success of TID 32 will ease the property tax burden on the rest of us. While the TID is open, all increases in assessments and revenues in the district – whether related to the project or not – will be diverted to pay for the luxury hotel plaza, further shifting the tax burden.

Projections indicate that the amended TID would close in nine years, or six more than without the amendment.

The Joint Review Board

Because diverting property taxes to developments via TIFs has an effect on all taxing entities, state law requires that TIFs be approved by a Joint Review Board where these bodies are represented. In considering the creation or amendment of a TID the Board must employ these criteria:

  • Whether the development expected in the TID would occur without the use of TIF (commonly referred to as the ‘but for test’).
  • Whether the economic benefits, as measured by increased employment, business and personal income and property value, are sufficient to compensate for the cost of the improvements.
  • Whether the benefits of the proposed plan outweigh the costs, in taxes on the value increment, to the overlying tax districts.

Although the “benefits” language in the third is somewhat open ended, considerations of the architectural or historic appropriateness of the project are largely outside the charge to the Board.

Of primary concern to the Board is whether temporarily diverting the projected tax revenues to support this project is in the best interest of the taxpayers and bodies they represent — Madison Metropolitan School District (MMSD), Madison Area Technical College (MATC) and Dane County.

Property Taxes, State Aid, Shared Revenue, the Economy and TIFs

The bulk of the City, the County, the school district and MATC budgets are funded by a combination of state aid (or shared revenue) and property taxes. The recent economic downturn and a continuing state structural deficit – projected at over $2.5 Billion for the next biennium – has shifted more of the responsibility to local property taxes. This has hit the school district particularly hard, with nearly 15% cuts in state aid the last two years and more of the same anticipated.

The economic downturn has also slowed the growth of the property tax base. The aggregate assessments of existing property has fallen slightly and growth due to new development is below previous years. Under these circumstances, increases in property tax revenues to make up for decreases in state aid require existing property tax payers to pay more.

All the taxing entities have sought cuts from same service budgets in order to ease the burden on tax payers. Again, the schools have been hit particularly hard, enacting more than $13 million in budget reductions for the 2010-11 school year.

Timely closure of TID 32 would ease this situation by adding the increment to the tax base; extending the life of TID 32 to fund the luxury hotel plaza would make it worse.

Talking Points

Based on the Above:

  • The Edgewater Project can’t support the TIF.
  • The taxpayers, the schools, MATC, the County and the City would all benefit from an early closure of TID 32.
  • Delaying the closure of TID 32 will result in at least a $15 million property tax increase over the next nine years.
  • The economic situation has already lead to property tax increases and cuts to programs and services; amending TID 32 will exacerbate this at a time when both families and governing bodies are struggling to make ends meet.

Other Things to Consider (most detailed in this briefing from CNI):

  • The ratio of private investment to TIF isn’t good policy.
  • The costs and benefits are not substantiated (The Joint Review Board has the power to request more information and a review of information they consider unsubstantiated)
  • These include project costs as well as job and property value projections.
  • Costs assigned to the TIF do not meet TIF requirements.
  • This project requires deviations from guidelines in self-support, 50% payback, equity participation and personal guaranty.
  • The operating agreement for the Plaza limits public access and works to the benefit of the hotel through catering and other requirements.

Contact Information

If you cannot attend the hearing, you can contact the Joint Review Board via email:

Dean Brasser
dbrasser@cityofmadison.com

Gary L. Poulson
GaryPoulson@gmail.com

Roger Price

rwprice@matcmadison.edu

Lucy Mathiak
lucym@charter.net

Dave Worzala

worzala@co.dane.wi.us

You can also contact the appointing bodies and ask them to advise their Member to vote against the amendment:

MATC Board

http://matcmadison.edu/email-district-board

Dane County Board

county_board_recipients@co.dane.wi.us

MMSD Board of Education

board@madison.k12.wi.us

Thomas J. Mertz and Jacque Pokorney

Co-Chairs, Progressive Dane

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Democrats the New Republicans? Education Policies and Much More

Let me preface this by saying that I am dues-paying member of the Democratic Party of Wisconsin (as well as Co-Chair of Progressive Dane) and don’t want to paint with too broad a brush.  Yet the trends and developments  I see everywhere (and have been seeing for sometime) are too disturbing to ignore.  Democrats are repeatedly championing destructive conservative policies in the service of economic elites while pushing aside both common sense and social justice.  The current GOP extremist obstructionism is beside the point, except that it enables the Democratic moves to the right because with the major parties the choice becomes one of very bad (Dems)  versus unbelievably insanely bad (GOP).

Let’s start with the “EduJobs” Bill.  I think last time I mentioned it, Senator Tom  Harkin and Rep. David Obey were pushing for $23 billion in aid to states to prevent teacher layoffs.  After it was killed, President Obama gave it a push.  This is a classic example of the kind of selective use of Presidential power that Glenn Greenwald has been documenting at Salon.  The progressive positions get the rhetoric, but the conservative policies get the muscle.

The deficit hawks managed to get the the allocation whittled down to $10 billion, but rather than pay for it via more progressive taxation or the kind of deficit spending that Keynesian economics has demonstrated  to be effective in these kind of economic times, there was insistence that cuts elsewhere in education be part of the package (makes me think of the Madison Metropolitan School District budget madness where cuts were justified because  “people are reluctant to pay higher taxes”).

The good news is that those cuts were to be taken from the Race to the Top education deform con game.  The bad news is that all the Education DINOs (Democrats in Name Only) and their allies, are up in arms protesting the cuts to their favored scheme of more Charter Schools, and more tests used for more things (and here and here and here).  This follows their typical union bashing over the distracting issues of which teachers are slated to lose their jobs.  What a spectacle, “Democrats” and self- proclaimed education reformers more interested in destroying organized labor and expanding Bushian policies than in keeping teachers in the classrooms.

Now the biggest Education DINO, President Obama, has threatened to veto the bill if the cuts to Race to the Top remain.

A little break for sanity.  This week the Journal of Education Controversy posted a new critique of the Obama/Arne Duncan education policies from the National Council of the Churches of Christ in the USA.  Here is an excerpt:

We reject the language of business for discussing public education.

Not only has the language of the marketplace entered discussions of school governance and management, but we also notice that the language of business accountability is used to talk about education, a human endeavor of caring. The primary mechanism of the No Child Left Behind Act has been annual standardized tests of reading and math for all children in grades 3-8, followed by punishments for the schools that cannot rapidly reach ever increasing test score production targets. We worry that our society has come to view what is good as what can be measured and compared. The relentless focus on testing basic skills has diminished our attention to the humanities, the social studies, the arts, and child and adolescent development. As people of faith we do not view our children as products to be tested and managed but instead as unique human beings, created in the image of God, to be nurtured and educated.

I want to point out that although comes from a perspective of faith, the values espoused are also in the humanist tradition.

A  side trip away from education to note that the White House and the  Democratic leadership choose to court Scott Brown (R. MA) and  other Republicans by making the financial regulation bill more Wall Street friendly and rejected Russ Feingold’s (D. WI) efforts enact legislation that the banks and the hedge fund managers didn’t like, losing his vote.  This same “leadership” has failed to enact an extension of unemployment benefits.

The links between Wall Street and Education DINOS are many.  Kenneth Libby has started a new site — Democrats for Education Reform (DFER) Watch —  to document these and other aspects of the deform effort.  Some of this has to do with an elitist, technocratic, market based worldview, a desire to tear down a non-market based system of public education that works very well for most American students and communities,  destroy organized labor and a related desire to inculcate students with these values.  Some of it also has to do with the profit motive.  As Juan Gonzalez has reported, the semi-privatization of education via Charters and Vouchers offers wealthy donors significant tax credits (leading to further starvation of the public sector).  Here is a clip from his appearance on Democracy Now explaining how it works.

I can’t leave this topic without checking in again on my favorite Education DINO poster boy, Whitney Tilson.  He’s a DFER leader who also manages investment funds.  The fees from this “work” support a lavish lifestyle, generous political contributions and his extensive education policy advocacy.  Unfortunately for his investors, his funds lose money.  Let’s go to the charts:


Since inception, the Tilson Dividend fund has done slightly better than the NASDAQ and the  Tilson Focus fund slightly worse; both have lost money.  After taxes and fees are accounted for, investors are out even more.  As I said before, you would have done better stashing your money in an old sock than giving it to Whitney Tilson to invest.   As I asked at the same time, why would anyone trust our education system and our children’s futures to the people responsible for the economic disaster, people who have wrought havoc on our society and can’t even show a profit for their clients in the free market they love so well? I don’t have an answer, but like so much else that is wrong with politics it might have something to do with those campaign donations.

I’ll close by noting that closer to home Tom Barrett — the leading Democratic Candidate for Governor — has expressed has more concern for property taxpayers than enthusiasm for fixing Wisconsin’s broken school funding system.

Thomas J. Mertz

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State Superintendent Tony Evers’ Framework for School Funding Reform

Wisconsin State Superintendent of Public Instruction Tony Evers has released a “framework for school funding reform” called “Fair Funding for Our Future” (press release here, DPI page here).  I’m glad that Evers is showing some leadership and it looks like it may be a good framework, but with so few details it is hard to tell.

The one thing I like best is the stated goal of   “a fresh look at school funding and to ensure[ing]that candidates for elected office address school finance in real and substantial terms in their campaigns this fall.”  Evers clearly understands the need for reform and that if legislators and the Gubernatorial candidates don’t make commitments during their campaigns there is no chance that they will take positive action once in office (he probably also understands that even with campaign commitments  there is no guarantee).

The lack of detail works fine for this purpose (lots of detail would work too).  Still, I do think it is worth spending a little time looking at what is and isn’t there and how filling in the specifics could move this in good and bad directions.

Here are the bullet points (there is very little but bullet points):

Creates a Fair and Sustainable School Funding System that:

  • Prioritizes funding for ALL students.
    Provide a minimum level of state aid for every student in Wisconsin, regardless of where they live.
  • Accounts for family income and poverty.
    Use student poverty – not just property value – as a factor in a portion of state aid to schools.
  • Provides predictable growth in state support for schools.
    Increase state school aids and local revenue limits by a predictable percentage each year.
  • Supports rural schools.
    Expand sparsity aid and transportation funding.

Brings Transparency and Accountability for Results to School Funding by:

  • Ensuring state education dollars are spent educating children.
    Allocate the nearly $900 million School Levy Tax Credit into general school aids – a move that does not increase net property taxes statewide, but ensures that significant state financial assistance goes to kids and classrooms.
  • Investing in innovation and programs that show results.
    Consolidate and target categorical aids in ways that encourage innovation and focus on increasing student achievement, turning around struggling schools, and improving graduation outcomes.
  • Protecting Wisconsin students and taxpayers.
    Ensure that no school district faces a drastic reduction in state school aid in any given year.

Before looking at these each in turn it is important to remember that all these moving parts interact and that this is especially important if the total investments are not increased or are increased only minimally.  If the same sized pie is being sliced differently there will likely be winners and losers.    The levy credit move kind of increases the state’s contribution to the pie (or at least moves the state’s contribution from tax relief to education) but doesn’t increase the size of the total funding pie.

Prioritizes funding for ALL students.
Provide a minimum level of state aid for every student in Wisconsin, regardless of where they live.

The first sounds good but is pretty meaningless; the second really depends on what the minimum is.  Under the current system there is a $1,000 per pupil  minimum called Primary Equalization aid.

Accounts for family income and poverty.
Use student poverty – not just property value – as a factor in a portion of state aid to schools.

This could be a big change, depending on the weights given to income and property wealth and depending on whether “family income” for the district as a whole is used or “student poverty” is the measure.  [ Added 8:50 AM, 6-25-10From the press conference reports it is clear that student poverty would be used.  I’m keeping the discussion of using district income because it helps illustrate the complexity of assessing changes to the system] Madison is a high property wealth, high income district with high student poverty.  Last session there was  proposed legislation to move to a solely district income based equalization formula, which  according to this LFB analysis would have resulted in an over  60% 68% loss in aid for MMSD.  In contrast, one based on on student poverty should help MMSD significantly (I haven’t seen anyone run the numbers).

Just a little background on this.  For years the big push to incorporate income in equalization has come from high property wealth districts with many vacation homes but relatively low incomes among year round residents (sometimes called the Lake Districts).  Others, including the Wisconsin Alliance for Excellent Schools and the School Finance Network have concentrated more on including student poverty either in a foundation formula or as a categorical aid.    Further complicating things is the possibility that in some of the Lake Districts, the relatively low incomes might not translate fully into high student poverty as measured by free and reduced lunch counts (and the under-counting of poverty by that measure, especially with secondary students,  is always a factor too).   Many moving parts.

Provides predictable growth in state support for schools.
Increase state school aids and local revenue limits by a predictable percentage each year.

Predictable is good.  But like the 2/3 state funding commitment (however calculated — see the levy credit stuff below), what the legislature  gives, the legislature can take away.

I’m also intrigued by the “predictable percentage each year” phrasing.  Any growth based on income measures, educational costs, cost-of-living…wouldn’t be predictable.  This instead sounds like a call for a guaranteed minimum percent.  If that’s the case, what the percent is and how it relates to costs are the big questions.

Supports rural schools.
Expand sparsity aid and transportation funding.

As a superintendent I know in a struggling, small rural district has been quoting lately “show me the money.”  Inadequate sparsity aid (such as that in place the last few years) only relives a little pressure.  Without some real fixes we will see districts dissolve in the next couple of years.  Taken as a whole, the reforms Evers proposes may stop that from happening, or they may not (too few details, too many moving parts to tell).  I hope they do.

Ensuring state education dollars are spent educating children.
Allocate the nearly $900 million School Levy Tax Credit into general school aids – a move that does not increase net property taxes statewide, but ensures that significant state financial assistance goes to kids and classrooms.

For background on this read Professor Andrew Reschovky’s important paper, “A Critical Review of Property Tax Relief in Wisconsin: The School Levy Credit and the First Dollar Credit.”

If you read the press release or look at the charts posted by DPI (such as the one below), this appears to the centerpiece of the Framework.

Note the steep increase in the last two state budgets.  As I’ve said before, this gives lie to the assertions by state lawmakers that it is difficult to change the school funding system; these represent significant changes and were easily accomplished.  Few people noticed (Evers was pretty much silent on this and other school funding matters during the  last budget period).

This was so far off the radar that even districts like Madison that benefited from the change did not include the benefits in their budget discussions or explanations (I tried to get them to and if they had figured in the recent credits of about 1.5% for most taxpayers, this may have given them the courage to not under-levy so extremely).

As policy it is kind of  a no-brainer that money called education aid should go to education and not tax relief, but that hasn’t been the case in Wisconsin because tax credits were counted as part of the 2/3 funding when that % was statutorily required and continue to be counted as such in most calculations (including the maintenance of effort calculations in the ARRA and Race to the Top  paperwork it is worth noting).  So I like the policy change of using “education funding” to fund education.

It is also a no-brainer that state education tax relief should not be skewed to the most wealthy districts or individuals.  This is what the levy credit did.

How this money should be distributed is more complicated.

A good case can be made to reallocate to an expanded Homestead Credit and stop calling it education aid.  I’m not going to make that case here, but it is worth thinking about.

Evers is committed to using this as part of a revamped equalization formula.  I think this is in part because it looks like “free money,” in that it allows him to ask to put more state money into schools without asking for new revenue sources via tax reform or something like Penny for Kids. It is worth noting that with many districts under-levying (like Madison) what looks like a lot more money statewide might not end up being that much more money locally (or any more money at all) if when the impact of losing the tax credits is understood districts react by passing levies well below the authorized amount.  A couple of people also pointed out to me that in districts with higher property wealth (and maybe others) this will make passing referenda harder.

[Added 5:15 PM, 6-24-10] Note that Evers’ plan says  no “net” increase in property taxes.  Higher value property owners and higher value districts will see increases or at least the districts will see levy authority to increase if they choose.  Lower value owners and districts will see decreases.   What this does is increase the Robin Hood factor of equalization.  Good in theory, but the primary, secondary and tertiary aid formulas as they now exist (also in theory) take into account some level tax relief via credits.  The formulas also assume something like 2/3 state funding, so maybe none of this matters because they have essentially been junked anyway).  Whatever matters or doesn’t in theory, this change if done in isolation would necessitate sizable property tax increases in Madison (in 2008-9 the levy credits totaled $1,636 per student for Madison, some of this would be offset by the increase in the equalization pool and one would hope a student poverty factor).

How this and everything else plays out depend on all the pieces and how they fit together.  The biggest piece here is the incorporation of some poverty measure in the equalization calculations.

Investing in innovation and programs that show results.
Consolidate and target categorical aids in ways that encourage innovation and focus on increasing student achievement, turning around struggling schools, and improving graduation outcomes.

Buzz, buzz, buzz.  Buzzwords.  All good, but what these innovations are and how results are assessed matter.

On categorical aids, I’m a bit confused by the desire to consolidate and the related decision to push for poverty as a factor in equalization instead of as a new categorical.  I can appreciate the desire to streamline and simplify, but unless you go to a Foundation plan the Wisconsin school funding system will remain a Rube Goldberg machine.

I prefer a Foundation plan, but if that isn’t going to happen, I think more and better categoricals are the best way to get resources where they are most needed and will do the most good.  I get skeptical about proposals that are based the idea that you can better target by using fewer tools to aim.

Protecting Wisconsin students and taxpayers.
Ensure that no school district faces a drastic reduction in state school aid in any given year.

Sounds good, but again depends on what “drastic” means.  Right now the figure is a 15% cut (btw see Ed Hughes’ post today on why that 15% cap on cuts is important when funding is decreasing).  Obviously there has to be some “hold harmless” for any reform proposal to be viable.  Others I’ve seen are literally “hold harmless,” it worries me that even as a Framework this one is “hold from drastic harm.”

Maybe I worry too much.  As more details are put forward we’ll find out if I’m being chicken little.   I hope I am.  I hope that this all fits together in a way that puts our state back on track.  I know that is what Superintendent Evers wants too.  I certainly share and support that desire and appreciate his efforts.

Some links:

Wisconsin State Journal Story

School Finance Network reaction.

Tom Barrett, Scott Walker, and Mark Neumann responses.

Thomas J. Mertz


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On the Agenda, MMSD Board of Education the Week of June 7, 2010

The 2010-11 budget is mostly finished and the work of governing the schools begins again.  I have a couple of “in the works”  posts on budget things that may never get posted.   The short version is the process is in great need of reform and that when you don’t use over $13 million  of the revenue authority authorized by the state and voters many, many things get much harder (and I can’t think of one thing that gets easier).  The old Pogo phrase “We have met the enemy and he is us” keeps going through my head.  Leaving the budget stuff with  a big thank you to all who testified or contacted the Board.

On to this week’s Board of Education Committee meetings.  They commence at 5:00 PM, Doyle Administration Bldg, Room 103 and should be carried by MMSD-TV.

Student Achievement and Performance Monitoring Committee is first.  After Public Appearances comes a report on High School Initiatives including,

1. Individual Relationships/Engagement/Learning (REaL) School Action Plans for 2009-10
2. REaL District Action for 2009-10
3. American College Testing (ACT) Educational Planning and Assessment (EPAS) Overview and Implementation Plan
4. Advancement Via Individualized Determination (AVID) Overview
5. Individual Learning Plan (ILP) Overview and Implementation Plan

There is so much in the REaL plans that it is hard to grasp and I would think hard to evaluate what works and what doesn’t.  On the ACT, I’m just glad to see something other than the WKCE prominent in the mix.  AVID is  a great program in the Rigor for All, with supports mode.   In theory, I like the Individual Learning Plans, but I’m skeptical about how much individualization can happen when Counselor case loads are so high (300, if I remember correctly).  I fear that this will end up being current practices repackaged and not much of a change.

Student Code of Conduct and Expulsion Process reforms are next.  These are being presented as a greater alignment with Positive Behavior Support principles.  The current Code is here; Expulsions and Suspensions here.  You can compare for yourself.  A proposal to eliminate the Expulsion Navigator position was floated during the budget process.  The administration advised that the $83,000 budget line was needed for the proposed reforms.  The cost of the new expulsion process is $183,732.  This means that one week after the budget vote, there is a request for an amending vote.    There has to be a better way to do budget things.

SAGE options are next.  This is another item that has a potential big budget impact and should have been dealt with as part of the big budget song and dance.   To review, legislation was passed last session allowing SAGE class sizes to increase from 15/1 to 18/1, allowing for unlimited new SAGE contracts in  30%+ poverty schools and eliminating waivers that had been given.  MMSD has/had four schools where there were waivers for SAGE Block (small class sizes in Math and Literacy only).  I believe these waivers were unique and a remnant from when MMSD had extensive locally funded class size reductions.

SAGE block requires less general operating funding than 18/1 and much less than 15/1.  This means that all the options — except increasing class sizes — will cost more.   With no public discussion, the SAGE Block classrooms were allocated at 18/1 in the budget just passed.  No discussion.

The administration is recommending that the current SAGE Block schools go to 18/1 (really an accomplished fact, requiring 5 votes to change)  and that the current full SAGE 15/1 schools be allocated with “flexibility” between 15/1 and 17/1.  It isn’t clear if that was also part of the allocation assumptions in the budget just passed.  There are figures, but no discussion concerning expanding SAGE at any allocation level to those 30%+ schools currently allocated between 22/1 and 26/1.  These figures do not include current allocations.  A document sent to the Board earlier this year has a little more.

Class size has consistently been something community members care about.  maybe that’s why they are doing this after the budget-related public attention has waned.

Internet Access, Student Records and Evaluation of Learning Materials are also on the agenda.

Operational Support is next.

The Monthly Financial Statements (first on the agenda) again include millions of dollars in ARRA projects where the “budgeted” money has not been spent.  I’m not clear if the ARRA money is being treated as “outside the budget” or if it buried in the 2009-10 and 2010-11 budgets.   It is bad policy and probably illegal to not include it as part of the regular budget.  I hope that’s not the case (it was to at least some degree last year, where ARRA was not part of the Spring budget).  I’m also very confused about what “budgeted” means in this context and why this money has not been used, why these projects have been approved but not implemented.

Also on this agenda are lots of contract approvals, including the Global Academy and Human Resources Transactions.   Some of the effects of the Reorganization (and perhaps other things) can be seen in the recommendations for administrative non-renewals for Career and Tech Ed Coordinator, Asst. Director of Equity and Parent Involvement, Expulsions and Truancy Coordinator, Library Media Services Coordinator, Fine Arts Coordinator,  Public Communication Director and Legislative Liaison.  I hope that the last doesn’t mean that in the future MMSD does not have  a lobbyist.  I can see redefining the position, but government relations should remain part of the mix.  MMSD’s voice needs to be heard on a regular basis in the halls of power.

Also in the HR Report (but not in the MMSD Today story on retirements) is the sad news that one of my favorite MMSD teachers — Barb Rubin – is retiring.  Barb is just a great teacher who cared about her students and about equity.  Here are some links to her Classroom Action Research projects.  Congratulations on a fine career.  She’ll be missed.  I also want to express my thanks to another fine educator who is retiring.  Kathy Lyngass staffed the Equity Task Force and earned my respect and affection.  She too will be missed.

The last Committee is Planning and Development.  The only item is a Strategic Plan update.  This includes more on progress than the version distributed prior to the recent Strategic Plan meeting and little or nothing about “narrowing” the goals.

That’s all I have time for…

Thomas J. Mertz

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Not Gonna Fly

The Madison Metropolitan School District Board of Education will likely leave over $13 million in revenue authority unused in the district’s 2010-11 budget.

If they prioritize property tax relief over education in this manner, if they do not reallocate a significant portion of this amount to improving our schools, for at least the next year pleading a lack of resources for maintenance as Board Member Lucy Mathiak recently did,  isn’t going to fly.  Citing “resource constraints” as a reason to lower the ambitions for the strategic plan, as Superintendent Dan Nerad recently did, isn’t going to fly.

Any and all resource-based explanations for the relative failure to narrow shameful achievement gaps aren’t going to fly.  Any and all resource-based explanations for lapses in student and staff safety aren’t going to fly.  Any and all resource-based explanations for lacks in curricular breadth and depth, aren’t going to fly.

Finally, any and all appeals to state officials to prioritize investments in education over tax relief, aren’t going to fly.  If you want to talk the talk, you have to walk the walk.

It was failures by state officials that shifted too much of the cost of education to local property taxpayers; failure to reform the school funding system and failure to reform revenue to maintain previous levels of state support.  Madison was hit particularly hard by these failures, leaving the Board with difficult choices (get involved with the Wisconsin Alliance for Excellent Schools and their Penny for Kids campaign to change things at the state level).

Although they have protected core programs and services from cuts, thus far they have not acted as true “guardians of the schools.”  On Tuesday June 1, 2010, they have one last chance to change that.  That same day you have one last chance to let them know that you want want them to change that.

Madison School Budget Hearing
June 1, 2010, 5:00 PM
Doyle Administration Building Auditorium

Show up and testify (suggested talking points here).

Thomas J. Mertz

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