Category Archives: Gimme Some Truth

Part of the problem

This reporting below is symptomatic of a larger issue that we have been unsuccessful at conveying to our state legislators so far, the need for fundamental school finance reform. It’s not a question of taking money from one school and giving it to another. It’s about funding all our schools adequately. This issue really comes down to a question of our future priorities as a society. The quicker we get the dialogue shifted to a new level of discourse, the quicker we will see real and sustainable reform.

A legislative resolution calling for school funding reform by July 2009 is purely politics and won’t get to a vote in the Assembly, a North Woods legislator said Friday.

State Rep. Dan Meyer (R-Eagle River) said school funding reform is such a difficult issue that little progress will be made until the governor’s office makes it a priority.

“The problem is that we’ve got 99 Assembly people who are all representing different school districts,” said Meyer. “I’d support it if my district got more money, but then we’d be taking from someone else. Do you think Milwaukee will jump up and down and support it? Not if they are going to lose money.”

The statements came in response to Assembly Joint Resolution 35 and Senate Joint Resolution 27, which call upon legislators to reform the school aid formula by July 1, 2009. They were co-authored by Sen. Roger Breske (D-Eland) and Rep. Sondy Pope-Roberts (D-Verona).

The resolutions say that the present funding system is not working, problems are aggravated by declining enrollment, more and more referenda are being held to exceed revenue limits, and it is the job of the Legislature to change it.

Meyer, who sits on the powerful Joint Finance Committee, said budget hearings across the state have attracted teachers and school administrators who all have the same message: The formula needs to change and they need more money.

“A lot of that testimony came from educators in areas of the state where they get a lot more aid than schools in my district,” said Meyer. “The problem is, none of the schools are happy even though more than 50 cents of every state tax dollar goes to education.”

Robert Godfrey

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Filed under AMPS, Gimme Some Truth, Pope-Roberts/Breske Resolution, School Finance, Take Action, We Are Not Alone

5-4-3-2-1

5-4-3-2-1, by Manfred Mann (listen)

5 school board members expressed opposition to the Lampham/Marquette consolidation.

1 (only 1) said “I will not vote to close any school in the District.”

2 school board members introduced amendments that would have stopped the consolidation of Lapham/Marquette.

4 school board members voted in favor of at least one of the amendments that would have stopped the consolidation of Lapham/Marquette.

1 school board member introduced an amendment that required the consolidation of Lapham/Marquette.

3 other school board members supported this amendment. It passed.

That 1 school board member, who did not vote in favor of any of the amendments that would have stopped the consolidation and introduced the amendment that required the consolidation, is the only one who said they would “never vote to close any school in the District.”

Thomas J. Mertz

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Filed under AMPS, Budget, Elections, Gimme Some Truth, Local News

Where is the QEO?

Susan Troller’s story on the MTI/MMSD negotiations and the health care issue is timely and informative. It is a good story, except one thing is missing and that is any mention of the Qualified Economic Offer law (and one thing seems to me to be misrepresented and that is Madison’s competitiveness for starting teacher salaries — I’m saving this for another post, but see here, scroll down to “News Flash,” thanks Robert).

I know that the impasse agreement (reproduced here) negotiated earlier this year moves the parties away from the QEO, but it remains part of the context and should be discussed.

The QEO requires districts that wish to avoid arbitration to offer each year a total package that is at least 3.8% larger than the previous contract. Total package means salary and benefits combined. With health care costs rising that has meant very small salary increases for Madison’s teachers. Last year the total package went up 3.97% (compared to the State average of 4.29%; I think that in Madison .8% of that was salary and the rest benefits, statewide I think the salary figure is a little over 3% and that the increase in health costs has been above 7% – correct me if I’m wrong — info here and here). This mix or balance has been their choice, how they have wished to “spend” their 3.8%. The state says this is their money and that health care is part of collective bargaining.

The lack of any discussion of the QEO leads to the misconception that money saved on health care could be used to avoid staff and programmatic cuts. I have heard a figure of $2 million, but I don’t see where that would come from (I may be missing something and am open to being informed, corrected or educated).

Robert Butler of the Wisconsin Association of School Boards (and part of MMSD’s negotiating team) identifies a number of reasons that districts should seek to lower health care costs, some of these are good and some not so good but I don’t see any that will have a significant impact on programmatic cuts. The first is that teachers having higher (and higher cost) benefits than many in their communities is bad for public relations. In Madison, we know this is true but I would guess that much of this has to do with ignorance about the total compensation aspects of the QEO (ignorance that is reinforced with every story or discussion of teacher health care that does not include a discussion of the QEO). The second is the undeniable effect on teacher salaries. As I said above, that is their choice; our teachers know that higher benefit packages in lean times and under the QEO mean lower salaries. Butler also points out that many districts are moving away from work shares, part time positions and increasing the workload of employees. He attributes this to a wish to avoid insuring additional people. I’m sure that is part of the picture, but common sense tells me that this is a manifestation of the quixotic quest for efficiency inspired more by the broken state finance system than by health care costs. Butler’s last reason is the only one that I see (again, correct me if I’m wrong) as having the potential to increase the amount of money a district has to maintain programs (or keep schools open):

The cost of health insurance has driven up school districts’ post-employment benefit costs dramatically. Post-employment costs are not part of the total compensation calculation used for a qualified economic offer (QEO). This has three major implications. First, it constitutes a significant drag on district budgets. Second, it doesn’t allow the school district to assess this cost within the parameters of a QEO. Third, it means that money saved on insurance modifications for retirees can be accrued to the district.

If I understand correctly, savings achieved through lower cost health care for retirees would not have to be converted to another part of the total package calculation and therefore would represent money that could be spent elsewhere. This might be the source of the $2 million dollar figure. If it is, I’d like to see the calculations because the post-employment health care benefits aren’t very big and anecdotally I’ve heard that many (most?) Madison teachers switch to the HMO option upon retirement (leaving WPS with the higher cost individuals and further driving up rates).

It may seem like I’m defending the choices MTI has made. I’m not. That discussion is best left to their membership. I am (indirectly) defending collective bargaining.

Since this is a public matter, I do think that actions on both sides of the bargaining table need to be presented to the public in their full context. In this case that means placeing front and center the way the QEO functions to limit the potential impact of one aspect of the contract (health care) on the district’s budgetary choices. What I am really interested in defending and furthering is informed discussion.

Thomas J. Mertz

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Filed under AMPS, Budget, Gimme Some Truth, Local News, School Finance

Contract Time

As MMSD and MTI exchange initial offers, a timely correction to some of the local and national anti teacher’s union talk flying around (note: I often don’t agree with the choices MTI has made, but I think they should be their choices to make).

From Sherman Dorn:

April 25, 2007
Bad teacher union history award of the week

This week’s historical illiteracy award goes to the Education Partnership for a phrase in its report Teacher Contracts: Restoring the Balance. I’ll let others address the merits, because this one is a mild whopper:

Today’s teacher contracts reflect an earlier era in America: the age of the rise of industrial unions, during the 19th and 20th centuries, when a factory system rigidly governed work outputs. (p. 6)

There’s a substantial error in chronology: anyone know when the Loeb Rule was created in Illinois that destroyed the Chicago Federation of Teachers for decades? The first teacher strike? The huge wave of strikes and collective bargaining agreements? Hint: “the rise of industrial unions” was centered around the Loeb Rule, not the rise of teachers unions in the late 1960s and the 1970s.

There are also significant slippages in conceptual understanding: First, teachers unions represent largely public employees, not the private employees whose collective-bargaining rights are protected by the Wagner Act. While much of labor law is in common (state agencies overseeing public-employee collective bargaining frequently follow NLRB rulings), both the politics and the details of organizing are different with public employees [in Wisconsin this would include the Qualified Economic Offer law].

In addition to that subtler point, it is either ignorance or deliberate misreading to claim that collective bargaining agreements are the detritus of industrial organizing. They’re legal documents, and the nature of labor law means that the history of those agreements contain the practical solutions to a number of problems over the years, including the history of arbitration decisions that determine interpretation. That fact doesn’t mean that contracts can’t change: they can. But any union leader knows to be wary of a four-word phrase: “Let’s simplify the contract.”

Finally, the proposal to allow a state agency to wipe out contract language whether that contract language is demonstrated to be related to educational failure or not is a sideways attack on collective bargaining (and some fellow unionists would claim it’s pretty direct). Would the Education Partnership want to eliminate clauses that allow teachers to take a lunch? That’s implied in the proposal. In reality, the teaching conditions in the early 20th century, during “the age of the rise of industrial unions,” were sexist, humiliating, underpaid (and unpaid too often in the Depression), and unsupported. What balance is the partnership trying to restore?

Also worth reading (and deserving a post of its own) is Diane Ravitich’s recent Why Teacher Unions Are Good for Teachers and the Public. Ravitch , like Dorn trained as a historian, but her career has lead into center and right wing associations ranging from Progesive Policy Institute to the Hoover Institution. Ravitch can hardly be considered a knee jerk apologist for teacher unions.

More on countering anti union think tank polemics here and here.

Thomas J. Mertz

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Fact Check

John Nichols’ column today is yet another example of how little attention the media in our town pay to school matters and school politics. His thesis is that Maya Cole’s support for a referendum and Marj Passman’s caution was decisive. Nice theory, too bad the premises are wrong. Of all the candidates, Marj Passman was the only one who whole-heartedly supported Carol Carstensen’s proposal. Ms Cole gave answers about finding new partnerships and efficiencies and innovations and never expressed clear support for the proposal. She may have even said she did not support it (I’d have to look at videos of forums to be sure). Examples of the answers from each can be found here.

If you ask me, the decisive factor was the endorsement by Mr. Nichols’ own paper and if this is any indication of the thought and work that went into that endorsement…words fail me.

What makes this even worse is that days before the Capital Times gave Ms Cole a “strong” endorsement (which after the election they clarified by saying they would have been “perfectly satisfied” to see either candidate win — I hope I have the time to write something about that editorial, good and bad), Mr Nichols himself expressed support for Ms Carstensen’s proposal.

I really don’t know what to make of this. I do know that our community is ill served by irresponsible journalism.

I also know that the talk of partnerships and efficiencies and innovation (none of which are bad in and of themselves) has been used to distract from the very real needs for finance reform and the need for referendums under our current system. Marj Passman knew this and said it. Ms Cole benefited from the way these distractions attracted the votes of the “we already spend too much on schools” crowd and she never (in any public statement I can find or — to the best of my recollection — at any of the many forums I attended) made a clear statement in support of Ms Carstensen’s referendum proposal.

Wipe the egg off your face and apologize Mr Nichols.

Thomas J. Mertz

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Filed under AMPS, Elections, Gimme Some Truth, Local News, Referenda

Mandates and other Falsehoods

John Lennon and the Plastic Ono Band – Gimme Some Truth

There has been some talk among the AMPS participants about doing retrospective analyses of the recent election and the press coverage of that election. Watch for those in the coming weeks. Retrospective analyses have their place, but there is something to be said for striking while the iron is hot. The Isthmus retrospective published Thursday is certainly hot, as in “liar, liar pants on fire.” This is long, but I think worth doing.

Titled “Mandate for New Thinking,” Jason Shepard’s latest stretches the truth well past the breaking point.

Let’s start at the top. The title refers to a mandate but even the Isthmus editors can’t bring themselves to identify what the supposed mandate was for and instead fall back on the meaningless phrase “new thinking.” The only candidate pictured or quoted is Maya Cole; this implies a connection between Ms Cole and the titular “mandate” (a connection made explicit in the final paragraph). Ms Cole deserves congratulations for her victory, however that victory can hardly be called a mandate. Among the victors, Ms Cole garnered 8,268 fewer votes than Johnny Winston Jr. and 8,257 fewer than Beth Moss. Ms Cole was not the big winner on Tuesday.

The quotes from Ms Cole in the first paragraphs are the usual half-truths about “ineffective governance,” “budget[ing] to crisis” and vague calls to “get away from that model.” I say half-truths because there is a crisis and there is ineffective governance but the vast majority of the ineffective governance is at the state level and the clear cause of the crisis is the broken state finance system.

The next paragraph asserts that Passman was better financed. This may be true; it may not. There is no way of knowing until the July campaign finance reports are in. This is sloppy reporting to say the least. It also portrays Passman as having run “mainly on the issue of inadequate state funding for public schools.” Passman certainly used her campaign to call attention to this truth, but the main message of her campaign was that her many years of experience as an educator would be an asset in the difficult decisions forced on the district by the broken state finance system.

More half-truths in the following paragraph:

Her victory marks three consecutive years in which voters have picked more reform-minded candidates over those backed by the teachers union and political establishment. And given the union’s failure to endorse Johnny Winston Jr., who handily won re-election, it’s the first time in a generation that a majority of board members are not endorsed by MTI.

First, in each of the last three elections the voters have picked as many or more candidates associated with the Board’s current majority as they have with those Shepard calls “reformers.” Johnny Winston Jr. did not enjoy the support of MTI this year, but I think it is a stretch to associate his victory with an anti-MTI vote.

The next paragraph misrepresents Beth Moss’s positions in order to paint her victory as one with Ms Cole’s.

Beth Moss’ big victory on Tuesday brings to three the number of MTI-endorsed candidates, although she took pains in the campaign to stress her independence, advocating for teacher health-insurance changes and new charter schools.

I don’t know about “taking pains to stress her independence,” but certainly Ms Moss did try to counter the almost unrelenting portrayal by Mr. Shepard and others — of MTI endorsed candidates and Board members as puppets of John Matthews. A review of recent votes and statements of current board members who have been endorsed by MTI should make it clear that none are marionettes. It also needs to be noted that at every opportunity Ms Moss expressed her pride in having the support of Madison’s organized teachers. Her opponent did little but tout his “independence.” On health insurance and charter schools I think a review of Ms Moss’s statements is in order.

Health Insurance:

On the Daily Page
Running for seat 3, Beth Moss, endorsed by MTI, says she favors winning changes through negotiations.

From the MTI Questionaire
Do you agree that the health insurance provided to District employees should be mutually selected through the collective bargaining process?
X YES NO

These are almost exactly the positions of the current Board majority and at every point Ms Moss made it clear that under the QEO any relief from budget cuts via teacher health insurance savings would be extremely minimal. This is a reality that the Isthmus, some Board members and candidates have done their best to obscure.

Charters:
From the Campaign Web Site

Charter Schools

I think that it’s very important for the Board to be open to new ideas, and I believe that the expansion of charter schools might have a place in our district. We have to be sure that they fit within a long-range plan for the whole district and that the innovation will benefit the entire district. I will make decisions based on what is best for the district and all of our students. Nuestro Mundo is a great success and shows that our district can support a program that offers an alternative style of teaching and learning.

Charters are one important way that districts can address persistent problems or refine approaches that may benefit the entire district, but they aren’t the only way. Magnet schools and embedded programs can serve the same purposes and have the advantage of being fully integrated in the district and not positioned as competing institutions. Appleton and other districts offer a variety of charter schools, magnet schools and embedded programs. If elected, I will use these to study potential innovations in Madison.

I applaud those parent and community groups who have worked to bring their vision to Madison in the form of charter proposals. I hope they continue to apply their dedication to working to improve education in our community.

From the MTI Questionaire
Do you oppose:
The use of public funds (vouchers) to enable parents to pay tuition with tax payers’ money for religious and private schools?
X YES NO
The expansion of Charter schools within the Madison Metropolitan School District?
X YES NO
Only if sustainable, long-term funding sources are used for a charter school so that it does not cost more per pupil for operating costs, and if the charter addresses persistent needs in the district or holds great promise as a source for piloting programs that would benefit the entire district would I be supportive.

The only place I could find Ms Moss “advocating” charter schools is another paraphrase by Mr Shepard

How anyone can call the above statements “advocating” is beyond me.

The next paragraph praises Ms Cole’s “new approaches” as a “a welcome change from the springtime ritual of torturous budget hearings.” The closest thing I’ve heard from Ms Cole to a change from the yearly budget stresses is a call for drafting a five or ten year plan. As best as I can see, this wouldn’t replace the yearly budget fights, but supplement it with another venue for “parents, children, teachers and support staff [to] wait patiently for hours to yell, beg and cry about budget cuts.” I can see some good coming out of this in the form of a discussion about our priorities as a community and in the light it would shine on the draconian cuts needed to address the structural deficits built into the current state finance system. Still, the law dictates and annual budget process and for the foreseeable future (absent reform at the state level) that process will be tortuous. I’m not opposed to new ways of looking at five and ten year budgeting, but I am realistic about what they have to offer.

This whole “new approaches” and “innovation” discourse brings to mind a political truism: The unnamed candidate almost always polls better than any named candidate. In this case it is the unexamined “new approach” or “innovation” that polls better than confronting real choices.

This slipperiness continues in the next paragraph, which identifies the choices before the Board with “feed[ing] impressions that Madison schools are facing a fiscal crisis, eroding educational quality.” Shepard doesn’t quite say that we aren’t facing a fiscal crisis, that educational quality isn’t in danger of eroding, but there is an implication that those who believe this are crying wolf.

This is followed by the first quote from a sitting Board member, Lawrie Kobza. As Cole was the only candidate quoted, the only Board members quoted (Kobza, Lucy Mathiak and Ruth Robarts) were Cole supporters. I believe Fox News calls this “fair and balanced.”

Skipping ahead (aren’t you glad), three paragraphs later the cause of budget problems is identified as “district’s estimated 4.7% salary and benefits increase for employees.” As usual Shepard fails to place this in the context of the QEO or mention the salary increases earned due to seniority or educational attainments. Blame the teachers, blame the union…half-truths.

Now we come to the portion on Carol Carstensen’s referendum proposal. Ms Kobza is quoted as saying it was “incredibly destructive,” Ms Mathiak portrays it as election ploy designed to garner support for certain candidates and “not a plan. It’s a Band-Aid.” There are no quotes from the many parents and community members who have expressed appreciation for Ms Carstensen’s effort to present a choice to the voters. I’m not sure what this proposal destroyed, but I am sure that at least in the case of the Beth Moss campaign the proposal was not seen as a gift. I worked closely with Beth Moss throughout the campaign, but I don’t speak for her. However, from my observations Ms Moss, like the parents and community members, understood that Ms Carstensen sincerely desired to give our community the means to avoid some of the most difficult budget cuts and offer a vision for not only conserving what is good in our schools, but expanding and restoring the good the schools do. I believe Ms Moss also found it personally difficult to say — whatever merits the proposal might have — the timing was wrong and she could not support it. Did she benefit from this? I have no idea. Did Ms Passman benefit from her support for the proposal? I have no idea. Ms Mathiak’s labeling it a “Band-Aid” is another half-truth. Any solution that doesn’t address the serious problems with the state system is a Band Aid, however Ms Carstensen’s proposal was structured in a way that by authorizing progressive and recurring authority to exceed the revenue caps would have provided long term relief for our district. Ms Mathiak should know that.

The closing paragraphs return to the false promises of solutions via “a better way” and “out of the box thinking.” I’m not holding my breath.

What I am doing is continuing to work for reform at the state level, beginning work on a operating budget referendum campaign, making my voice heard on which cuts hurt the least and which do irreparable damage…I’m continuing to work inside the box, within the system we have, to make our schools the best they can be.

Thomas J. Mertz

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Filed under AMPS, Budget, Elections, Gimme Some Truth, Local News, School Finance