Category Archives: Take Action

Flat-lining — Base Wages and the MMSD Budget

Flatline

The Flaming Groovies — Slow Death, live (click to listen/watch)

The 2019-20 Madison Metropolitan School District budget has — to this point — been built in such a way that employee spending power (wages adjusted for inflation) will remain flat (except for those who advance via educational or credential changes).  MTI has an action alert on this, for the Monday May 20th meeting, and beyond.  At a time when the challenges are great, the morale low, the related difficulties in attracting and retaining staff well-documented, this adds injury to insults.

If that wasn’t bad enough, the budget narrative includes misdirections, in  attempts to confuse the issues.  The key passages are here (on page 16 under “Budget Goals and Guiding Principles” — Goals and Principles the Board never voted on, because the MMSD Board rarely votes on anything involving the budget until 90%+ has been decided by the administration, with easily ignored “feedback” but not decision-making from Board):

Provide total compensation (steps + base wage) to employees equal to or greater than final CPI-U/COLA @ 2.44%

And here, on page 25:

In total with what is reserved in the budget, the average employee with a 2.5% total compensation increase will receive total take home pay slightly above the CPI-u index.

A little background and explanation.  Scott Walker’s Act 10, among other things limited public sector collective bargaining agreements (CBAs or union contracts) to maximum base wage increases equal to the consumer price index changes (CPI, inflation), and how any increase would be distributed among the members of a bargaining unit.  Act 10 also allowed for salary/wage schedules to continue (or be changed) outside of CBAs (in MMSD these are in the Handbook).  Salary/Wage schedules include “steps” (increases based on longevity) and “lanes” (increases based on educational attainment or credentials — such as Board Certification).  CPI for this round is 2.44%.*

When you equate “steps + base” to CPI, what you are doing is saying employees will never gain spending power, that a teacher hired at $44,000/year or an EA at $15/hour will have the equivalent spending power for their entire career (unless they move lanes); no reward for experience or longevity.  Flat-line.  Slow death.

This has been the plan since at least January.  Now there will be a back-and-forth between collective bargaining negotiations (starting May 28, 2019) and budget adjustments, as there was last year.  In my opinion (and I said so at the time), it should have been addressed then.  Neither the majority of the Board nor MTI were inclined to hash it out then.  Building a reasonable base wage increase into the budget from the start (maybe not the full 2.44, but 2.0%?), would have made budget adjustments easier, and more importantly would have sent signals to staff that they were valued, and minimized the confrontational process that is about to begin.  Even if the budget ends up at the full 2.44%, and steps and lanes intact, the negative impact on morale is real.

There are more details in the presentation from January.

jan 2019 base wage

It looks like the difference between the .5% and the 2.44% comes to a bit over $4.6 million.  Finding that won’t be easy, but it is possible.

Unfortunately, as the slide above indicates, and the one the follows

jan 2019 base wage2

further demonstrates, the MMSD administrative presentation falsely depicts choices as primarily limited to compensation, staffing reductions, priority actions, and class sizes.  These are big items (and reductions or reallocation of some staff would almost certainly be involved), but they aren’t the only things that could be on the table.

A little more context.  As far as districts in Wisconsin go, MMSD is in good financial shape.  Due to successful referenda in 2008 and 2016, MMSD may exceed the revenue caps by $39 million annually (including $8 million new for 2019-20 year).  MMSD has a healthy fund balance (healthier before the $6 million 2017-18 surplus was mostly spend on security infrastructure upgrades).  There will be no new referendum money next year (unless there is — as there should be — another recurring operating referendum on the ballot in 2020), and that will put a serious squeeze on the 2020-21 budget, but this year things aren’t that tight.  Difficult, but not impossible.

So where do you find $4.6 million?  A little here, a little there, with everything on the table.  Do we want to continue to invest in 1-to-1 Chromebooks? Have “School Improvement Partners” improved schools (about $800,000)? Is adding seven Assistant Principals over two years a good idea (about $800,000)? How about adding thirty Non Union Professionals since 2014-15? Would more mixed grade classes be a good idea (over $800,000 was spent moving t straight grades from 2014-16, with the Common Core given as the primary reason)? Are the tens of millions being spent on past “Priority Actions” making a difference (is the $3.6 million in new spending and reallocation to priority actions in the 2019-20 budget all necessary)?  If compensation is a priority, and (barring significant state budget changes, see below) something close to a 2.44% base wage is to be incorporated, these are just a few examples of the kind of questions that need to be asked, and analyzed.

There is a good chance the state budget will help.  The MMSD budget was built on conservative assumptions for revenue cap increases and state funding.  It seems clear now that most of what Governor Evers proposed will not go through, but I hold out some hope a few things, especially an increase in state funding for special education (which would free up some general funds for MMSD).  Stay up-to-date and get involved via the Wisconsin Public Education Network.

On the local stuff, I no longer have a seat at the table, but I’ll still be watching, and on occasion speaking my piece (or as is the case here, writing it).  There will be more posts here as the spirit moves me, and time allows; I have taken to doing most of my education-related social media on this Facebook page (like and follow if you are interested).  You should speak your piece too.  Let those who are making the decisions (or avoiding them) know how you feel.

Thomas J (TJ) Mertz

*Milwaukee Public Schools recently has frozen step movements, providing only base wage increases (kind of the mirror image of what the MMSD proposed budget does). The Milwaukee Teachers’s Education Association is now fighting for  “all salary schedules are adjusted equivalent to COLA,” in addition to class size, staffing, and other issues  More here.

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How Should the MMSD Board of Education Operate?

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Wilbert Harrison, “Let’s Work Together, parts 1&2” (click to listen/watch)

The statutory duties and powers of school boards shall be broadly construed to authorize any school board action that is within the comprehensive meaning of the terms of the duties and powers, if the action is not prohibited by the laws of the federal government or of this state.

Wisconsin Statutes, 118

On Monday May 14, 2018, among other things (including the 2018-19 Budget, the Wellness Policy, and some statutorily required changes to college course access policies), the Madison Metropolitan School District Board of Education Operations Work Group will be discussing changes to how the Board operates, the “1000s” Board Policies  which may be up for a vote on May 21 (this meeting follows a closed session with “1) deliberating or negotiating the purchase of public property; 2) conferring with legal counsel concerning strategy to be adopted by the Board of Education with respect to litigation in which it is involved; and 3) considering negotiations strategy regarding collectively bargaining base wages for all MMSD Bargaining Units” on the agenda; I anticipate recusing from the last item).

At all levels of MMSD, the rhetoric of shared decision-making/governance is often not manifested in reality.  You can see this in the recent Madison Teachers Incorporated (MTI) Platform on School Climate, and in the frustrations parents at Leopold (and elsewhere) have expressed about the principal selection process.   In my experience, this has often also been true for the Board of Education (I realize that each Board Member has their own experiences and opinions).

However, there is one crucial difference, and that is that unlike parents, staff, (and students), the Board has the power and means to change things, not only for the Board itself, but for everyone.

I think it is telling that the City of Madison spent months deliberating and then appointed a Task Force on the Structure of City Government (including Citizen Members) that will carefully consider many ideas prior to making recommendations, while the Board of Education may vote on changes one week after the first public discussion.  Some may find that “efficiency” admirable; I don’t (see here and here for some of my old thoughts on the tensions between democracy and efficiency).

One part of creating change involves the Board governance policies under consideration this month.  Changing the structures and rules doesn’t guarantee changes in practice, but  it may create conditions where positive changes are possible (or may make things worse).

The possibilities are almost endless.  We could move from having 7 Members to 9.  We could return to having more than 2 Work Groups (there have been as many as 5-6 at some points), and again have citizen members on some Board committees (in the past, I have pushed for separating budget work from Operations, and the ERO Ad Hoc is in part an attempt to bring citizen members back).  We could have interactive dialogue as a regular part of meetings (making this possible at some meeting is mentioned here — 1221 –, but not included in the draft).  Some of these may be discussed on Monday.  If people (Board Members, parents, students, staff, community members) bring forth other ideas in the limited time allowed, they may be considered also.

I don’t fully know yet what in the drafts I will support or oppose on Monday, nor what I might propose that is not in the drafts, but there are two things I am sure of.  One is that I will present a new proposal to increase transparency and participation; the other is that I will oppose an attempt to make it harder for the Board and the public to get information about the school district.

Here is the proposed language for the first:

Any Committee, Task Force, Collaborative, Coalition, Advisory or other group convened by MMSD staff or administration that has an identifiable membership which includes more than two (2) people who are not appointed  as MMSD students, employees, or as employees of MMSD partners (as defined by the Partnership Policy) or contractors, will be treated as governmental bodies and required to follow open meetings statutes, with notices, agendas, and meeting materials posted in the manner of MMSD Board Committees and Work Groups.  Additionally, these bodies must include opportunities for public comment on their agendas (as with Work Groups, comment may be limited to items before the body at that meeting).

You may wonder what this is about.  One of the reasons you would be justified in wondering is that because the groups covered by this proposal don’t currently fall under open meetings processes (bodies appointed by staff are a gray area in Wisconsin law), and therefore almost nobody knows they exist.  Behind closed  doors,  on a regular basis,  privileged and select  people are given opportunities to shape district policies and practices through interactions with administration and staff.

Here is a list of the groups (that I know of) which would be opened up (I may not have all the names exactly right, and some may no longer exist):

  • The Superintendent’s Human Relations Advisory Committee (this group had previously been under open meetings)
  • The (BEP) Guiding Coalition
  • The High School Collaborative
  • The Parent Advisory Group
  • Community Leaders Advisory
  • Tech Plan Advisory
  • Special Education Parent Advisory Council
  • Community School Advisory Committee (and the bodies at individual schools?)
  • Strategic Framework Planning Team (and sub groups)

Shouldn’t everyone know who these groups are, and what these groups are doing?  It seems basic to me.

One proposal I am definitely opposing makes it more difficult for Board Members (and the therefore the public) to get information.  This adds the clause — “The BOARD President may deny or alter any request for information” — to the current policy (which already allows  requests  which “create an unusual burden” to be brought to the attention of the entire Board.

I find it difficult to believe that anyone thinks governance would be improved by creating barriers to informed decision-making, or giving one of seven a veto on requests, but apparently that is the case.

Among the things which have been brought to light via Board requests for information in recent years are changes in Special Education staffing,; the large increase in less-than -fully- qualified teachers in Special Education and Bilingual Education, the great variations in class sizes, including many “outliers” at the high and low ends.  In each of these cases, it took persistent requests for information to establish the basis for actions (or proposals for action).

Even if the veto isn’t exercised, this could create a significant delay in receiving information.   Timeliness is already an issue.  An example from last week illustrates this.

On Monday the Board discussed the Forward Madison Partnership, and we will be voting on a renewal on 5/21.  Part of the partnership is the T.E.E.M. Scholar program.  On Tuesday I sent this email:

Subject: TEEM Scholar/Immigration Status Question (and more)?
Apologies, I forgot this last night.
I can’t find a current application, but two previous TEEM Scholar applications (here and here), indicate that undocumented students may not participate.  Is this still the case?
More generally, can we get a list of our programs and partnerships that require legal residency (I recall at least, one other, maybe with MATC or DWD)?
Thank you
TJM
TJ Mertz
Madison Metropolitan School District Board of Education, Seat Five
Educate in order that your children may be free” –Irish Proverb
On Wednesday I received a response that reasonably said it would be difficult to quickly, get all of the information on all partnerships and programs, but also that the answer to my simple yes/no question about whether this program excludes students based on immigration status would be given the next week’s update .  That means the evening of 5/17, with the vote on 5/21 (9 days for a simple yes/no).   If the answer is that the program continues to discriminate, I would like more than 3+ days to deal with it.

 

If there had been another layer of approval from the Board President required before the question could be answered, I may not have had even that much time.  Timeliness matters.

 

Last is the issue of giving this control to a single Board Member.  The Board isn’t divided like Congress or the Wisconsin Legislature, we generally get along, try to work together, and agree on many things.  But there are differences and divisions.  Under these circumstances, one Board Member should not have control over the information other Board Members may desire.  The potential for abuse is too great (imagine if the GOP tried to establish a veto on Democrats’ requests for information from Legislative Reference Bureau).

 

As I said above, there are many things related to this revision package where I am not sure what I will do.  These are two where I feel strongly, and also two where I would like to create some public awareness of the issues and my positions.  There may be others that I decide are equally important.  Be there or tune in on Monday to find out.

 

Before closing I want to also note that there are (at least) two changes to the draft Wellness Policy I will advocating.  The first is strengthening the language and commitment to sufficient time to eat lunch, and the other is extending the required k-5 recess time from 30 to 40 minutes.

 

Thomas J (TJ) Mertz

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Special Education Budget Amendment: Helping Hands

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Owen Gray — Give a Helping Hand (click to listen/watch).

On Monday, October 30, 2017 (6:00 PM, Doyle Bldg. Auditorium), the Madison Metropolitan School District Board of Education will finalize our 2017-18 budget.  Late information received from the state shows that based on the expenditures from the Preliminary budget passed in June, our district will have about $3.7 Million in unused revenue authority, and significantly lower property tax increases than anticipated (2.96% vs 3.97%).  At the October 23, 2017 Operations Work Group meeting, this information was discussed, and there is interest among some of the Board in using some of this authority to increase Special Education expenditures, specifically to add Special Education Assistants, or SEAs  (video here).  I intend to support (or propose) a budget amendment to do this.

It is probably worth noting that prior to passing the June budget, the Board passed an amendment devoting up to an extra $1 million to class size reduction, but because the terms of that amendment, the delay in passing a state budget meant that this money was not spent.

At the October 23 meeting I said I was comfortable using about half of the authority, or about $1.8 Million total (there was also some support for collecting and “banking” some of the revenue for future use, and for applying to physical plant maintenance).  We are still waiting for some more information on current special education staffing and recent trends; based on the information I have now, I am thinking in the $750,000 to $1,000,000 range for special education staffing, which would mean about 15 to 20 FTE SEAs.

In posting a news story related to this on Facebook, I wrote that I “have been hearing from both staff and families that the unmet needs are greater than they have been in the past.,” since that posting I have heard much more.

I am not under the illusion that this increase will allow all needs to be met (we are far from that), but I do think it will help in multiple ways.

I also fully understand that these kind of last minute budget fixes are not a good practice, and that real help (and good budgeting) involves deliberate analysis, redesign, and implementation.  This is in the works, with a Special Education Delivery redesign process (including money for those — often correctly — dreaded consultants) in the budget.  I hope that process brings improvement, but right now we know there are needs, and have the means to address some of those needs.  I think we would be remiss if we did not do this.  What follows is some background and more detail on why I believe this, why I support using some of this revenue authority for special education staffing.

Staffing Trends

Fiscal Year Special Education Assistants (SEA) Special Education Teachers (District and School) Special Education Teachers (School Based) Special Education Students
2014 318.06 337.66 3,936 (January)
2015 333.05 331.76 3,965 (January)
2016 341.65 326.04 281.3 3,891 (January)
2017 292.53 351.50 287.4 3,935 (January)
2018 (proposed) 289.24 356.46 293.6 (?) 3,973 (September)

Data taken from October Budget UpdateApril Budget Book, and MMSD (internal) DataDashboard.  The school based teacher staffing is an estimate, no data is readily available for 2014, and 2015.

The most obvious trend is a shift from SEAs to teachers, resulting in fewer total school based staff, despite generally increasing numbers of special education students (FY 2017 to 2018 doesn’t fully fit this trend, if my estimate is correct, with a total staffing increase of 1.37, for an increase of students of 38).  This appears to be deliberate, and also appears to be based on (among other things) a misapplication of the work of Special Education Scholar Michael Ginagreco (more on that below).

The April Budget included an increase of 7.7 EAs, the June budget had a net cut of 13 EAs (this includes all categories of EAs, not just SEAs), this is a reduction of 57 from 2015-16.  As of the 2017-18 third Friday count there were 82 more special education students than there had been in January of 2016,  and 38 more than in January of 2017. 

This, from a 2011 Wisconsin State Journal article (discussed in this AMPS post) provides some longer term context:

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Graph from the Wisconsin State Journal, click image for accompanying story.

Why SEAs Matter and Why this Can Help

Probably best to start here with a disclosure: my spouse is a SEA in MMSD.  Chris Rickert and others of his ilk may think that because of this I should not involve myself in this area as a Board Member.  I disagree.  If this amendment passes, the odds are it will have little or no direct impact on my spouse’s working conditions (the program she works with is extremely unlikely to see any staffing changes), and even if it does have a small direct or indirect impact, it would not be anything that could be considered special treatment based on our relationship.  There would be no monetary impact for our family.

The staff in our schools and the families of students in special education can do a much better job explaining why this matters than I can (please do let the Board hear your stories); their direct experiences are much more powerful than my observations and interpretations.  That said, I would like to try.

Safety: All students; all staff.  Whether it is students who “run” from classes, buildings and playgrounds, or students who express their frustrations in physical ways,  experienced SEAs who know their students can be a key factor in keeping students and staff safe.

Well-being: All students; all staff.  With students, some of this comes down to having basic needs (feeding, toileting….) consistently attended to.  This is not happening with some students now.  With all — students and staff — the stress factors related to understaffing are huge.  It is no accident that we had an approximately 20% turnover of CC teachers last year.  I don’t have a figure on SEA turnover, but I know more than a handful of good, experienced SEAs who burned out and left.  Additionally, about 40% of Cross Categorical (CC, Special Education) teachers hired last year lacked full certification (they were working on emergency permits), and over 25% of those hired did not have general education certification either (emergency licenses). The presence of unqualified and inexperienced CC teachers increases the workload and stress of our experienced staff, making other supports more necessary.  SEAs can help.

Student learning. Unless safety and well-being are taken care of, learning is going to be minimal.  One of the criticisms of SEA staffing is that they end up doing teaching work that should be done by highly trained and qualified teachers; I know in some of our classrooms we have highly qualified teachers doing support work that should be done by support staff.  This is not a good use of our resources, either human or fiscal, and it is not good for our students’ progress.

Relationships:  Relationships are a point of emphasis this year in MMSD, and this could be a good thing.  Common sense and solid research shows that strong relationships between staff and students, and among staff can contribute student and staff well-being, staff retention, and most important student academic progress.  I anticipate hearing from our administration that there is already enough staffing/money in the budget, and the current system of plugging in emergency and short term staff to address crises is working.  Even if by deploying in this manner we do have enough staff, it goes against everything we know about the importance of relationships.  It isn’t a good idea to move staff in and out of schools and classroom, and this is especially true in relation to students with complex needs, that often include great unease with change.   Adding staff will allow more of the late allocations to be permanent, and subject fewer students and staff teams to instability.

The Misuse of Research

It is no secret that much of the consulting class and the professoriate  are hostile to Educational Assistants (what they tend to call paraprofessionals).  Bottom line minded budget-cutting hacks, find Special Education in general, and EAs in particular easy targets.  Others appear to be out of touch with the realities in our schools, and/or over reacting to past or isolated mis and overuse of Educational Assistants.  Michael Giangreco, who was one of the keynotes for the MMSD Summer Teaching & Learning Institute, appears to be very well-intentioned, but somewhat out of touch and in the over reaction mode.  Unfortunately, it also appears that MMSD staff have not realized the aspects of his work that make it problematic when applied to our district and have been using it to justify cuts to SEAs (accompanied by reallocations to Cross Categorical teachers).

I have been digging into his work, and there is much to like.  Generously he links to many of his articles and materials on his website (see the link with his name); I have also explored some things that are behind firewalls.

One of the big lessons from his work is that staffing for inclusion should be done with a whole school approach (General Education and Special Education), and that it should be done by design, not through piecemeal tweaks.  I know that the special education budget amendment will be a tweak, but I also believe the shifts that contributed to the need for this amendment were done piecemeal.

For what follows I am going to (mostly) rely on the article that was linked in the Summer Learning Institute materials, “Precarious or Purposeful? Proactively Building Inclusive Special Education Service Delivery on Solid Ground” by Michael F. Giangreco and Jesse C. Suter.

Here and elsewhere, Giangreco does a fine job identifying (what I would call) preconditions for successful inclusion models; delineating the interactions of various factors tied to creating positive school cultures and successful student learning; offering multiple measures useful in assessing staffing allocations, and much more; in this article he includes these measures for what he calls “the exemplar model.”  I am confident that a school that both met his preconditions and followed his model would be a wonderful school for both students and staff.  Unfortunately, MMSD is very different than the exemplars.

At the October 23 meeting (and previously in private conversation) Anna Moffit alerted me to one issue, that of class size.  Giangreco’s exemplar (K-8) has class sizes of 17-21.  MMSD has some very small classes, but many, many well over 21.  Elsewhere — in an article titled “Constructively Responding to Requests for Paraprofessionals: We Keep Asking the Wrong Questions” (behind a firewall) Giangreco and his co-authors write about Middle and High School teaching loads:

Research in middle and high schools suggests understanding total student load (TSL, i.e., the total number of students with whom a teacher interacts) is a service delivery variable of importance related to teacher–student interactions and achievement (Ouchi, 2009). TSL levels about 80 allow teachers opportunities to know their students, respond to student work, and have sufficient time out of the classroom to make themselves available to students for individual assistance. This allows students to know their teachers understand and care about them—a key foundation of the learning process and ultimately to student achievement. Exploring general and special education service delivery variables allows schools to establish a baseline and provides a wealth of information in considering how they might contribute to school system health.

All good and true.  I believe MMSD High School TSLs are generally over 120, or half again as large as Giangreco recommends.

Also of note are the demographics for his Exemplar.  Here is a comparison with MMSD (September 2017,  third Friday count):

Exemplar MMSD
Minority 10.97% 57.3%
Free/Reduced Lunch 35% 45.9%
English Language Learners 6% 28.3%
Special Education 14% 14.5%

MMSD is significantly higher in all but one measure.

Leaving aside these other factors, the kicker is that the exemplar model calls for huge increases in SEA, Cross Categorical, and General Education Assistants.  Huge.

Exemplar MMSD Current MMSD with Model MMSD Increase
Total Students 433 27231
SPED Students 60.62 3931
CC Teacher FTE 7 293.6 561.57 267.97
CC Teacher Caseload 8.7 13.39
CC Teacher Density 1:63 1:93
SEA FTE 10 289.24 648.68 359.44
SPED Student to SEA 6.06 13.6
SEA Density 1:43 1:94.15
CC to SEA 1:1.4 1:1.02
EA total 15 439.7 943.34 503.64
EA to Student Density 1:28.87 1:61.93

Date Notes: MMSD date from (internal) Datadashboard (I used current instead of third Friday here), October Budget Update, June Budget, CC = “Cross Categorical.” MMSD school based CC estimated, and this estimate was used for caseloads, ratios, and density.  Caveat, the Exemplar model should be compared at the school level, it was done here at the district level because time and data access limitations did not allow for a school by school analysis.

So to meet the exemplar model, MMSD should add 267.97 school based Cross Categorical teachers, and 359.64 SEAs (along with 144.2 other EAs).  OK, let’s do it!

The one thing MMSD should not do based on this model is to cut small numbers of SEAs to allocate even smaller numbers of Cross Categorical teachers, but that is exactly what has been done.   We are and were relatively more understaffed with SEAs and EAs than we are and were with Cross categorical teachers (according to this model).  Adding some SEAs for the short term seems like a reasonable correction.

Conclusion

The Board has an opportunity to make investments NOW that will improve the experiences, safety and well being of our students and staff.  The scholarship that has been used as one of the justifications for decreases in SEA staffing was misapplied.  Allowing things to continue to deteriorate will only make implementing systematic changes more difficult.  For these (and other) reasons, I will by supporting a special education staffing budget amendment.  When you can give a helping hand, you should.

Thomas J. (TJ) Mertz

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Filed under "education finance", Best Practices, Budget, Class Size, education, Equity, finance, Gimme Some Truth, Local News, MMSD, School Finance, Take Action, Uncategorized

Class Size Budget Amendment (Annotated)

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I had joked that the previous post should have been illustrated with a picture of sausage being made, but that I didn’t want to alienate vegans and vegetarians. The amendment is now finished, and the sausage pictured here is vegan.

“Step by Step” — The Boyer Brothers (click to listen/watch)

Yesterday afternoon I submitted the final version of an amendment on class sizes to the Madison Metropolitan School District 2017-18 Preliminary Budget.  The Board of Education will consider and vote on this (and other amendments), as well as the Budget at our meeting on June 26, 2017 (6:00 PM, Doyle Building Auditorium).  In my previous post I presented my then current thinking about the amendment and asked for feedback.  This post is a brief walk-through of the final version, highlighting (and to some extent explaining) changes.

In general, the legislative process requires compromise, and tempering idealism with realism.  I have tried to keep that in mind throughout the budget work, but at this penultimate step compromise and realism become more prominent.

From top to bottom, excerpts followed by comments.

Amend the 2017-18 MMSD Preliminary Budget by immediately allocating an additional $500,000 to expand the number of budgeted unallocated classroom teacher positions, and

Dependent on the per pupil categorical aid provisions of the biennial Wisconsin State budget allocating up to an additional $1,000,000 to expand the number of budgeted unallocated classroom positions proportionately with no additional allocation if the categorical aid increase is $100 or less, up to $1,000,000 if it is $200 or more, and

Both compromise and realism are present here.  Reviewing the Budget, previous and pending actions; talking and listening to budget staff, Board Members, community members, I have concluded that the present Budget can support targeted class size allocations of $500,000, and that a favorable State Budget would justify an increase to that amount of $1,000,000.  I am sure we will hear more on this from all parties prior to and at the June 26 meeting.

I try to be forthcoming and transparent, so I want to acknowledge that the best projections indicate that spending the $1,000,000 which is dependent on the State Budget will push the property tax levy increase beyond the 3.97% projected in relation to the November 2016 referendum, to approximately 4.3% (there won’t be final numbers till October).  I should also note that my proposed increase in levy is only one half of the projected $2,000,000 that would be available.

One other thing of importance here is the shift from talking about the number of positions to talking about dollars.  Being a budget amendment, that is necessary.  Translating dollars to FTE is an inexact calculation.  MMSD makes wide use of a figure of about $80,000 to budget full time teachers, inclusive of benefits, payroll taxes and everything else.  However, teachers hired late tend to be less experienced, have lower levels of post-graduate education, and are less likely to enroll in “family” insurance plans, making them somewhat cheaper.  If I had to guess, I would say that the probable cost per FTE hired under this amendment would be about $60,000, so $1,500,000 would yield 25 FTE, but it could be higher and the yield could be fewer than 20.

Establishing the following guidelines for the prioritizing the allocation of these new positions to schools: setting standards, but allowing for flexibility based on unique circumstances, local knowledge, and professional judgment, with primary consideration to be given to allocating positions to meet the standards in the order listed below:

  1. High Poverty, K-3 not to exceed 18 students.
  2. High Poverty, 4-5, not to exceed 23 students.
  3. Other Schools, K, not to exceed 20 students.
  4. Other Schools, 1-3, not to exceed 22 students.
  5. Other Schools, 4-5, not to exceed 25 students.
  6. High Poverty, 6th Grade, Core Academic Classes (Reading, Math, Science, Social Studies), not to exceed 25 students.
  7. Other Schools 6th Grade, Core Academic Classes (Reading, Math, Science, Social Studies), not to exceed 27 students.
  8. High Poverty, 7-8, Core Academic Classes (Reading, Math, Science, Social Studies), not to exceed 27 students.
  9. Other Schools, 7-8, Core Academic Classes (Reading, Math, Science, Social Studies), not to exceed 29 students.
  10. 9th Grade Core Academic Classes (Reading/English, Math, Science, Social Studies), not to exceed 28 students.
  11. 10-12 Grade Core Academic Classes (Reading/English, Math, Science, Social Studies), not to exceed 30 students.

For the purposes of this amendment designating the following schools as High Poverty:

K-5 (non-AGR schools marked with *; non-Title I schools marked with #)

Allis Elementary
Emerson Elementary
Falk Elementary
Glendale Elementary
Gompers Elementary
Hawthorne Elementary
Huegel Elementary#
Kennedy Elementary*
Lake View Elementary
Lapham Elementary*#
Leopold Elementary
Lincoln Elementary*
Lindbergh Elementary
Lowell Elementary
Mendota Elementary
Midvale Elementary
Muir Elementary#
Nuestro Mundo Elementary
Orchard Ridge Elementary
Sandburg Elementary
Schenk Elementary
Stephens Elementary*#
Thoreau Elementary#

6-8 (non-Title I schools marked with #)

Badger Rock Middle
Black Hawk Middle
Cherokee Middle
Jefferson Middle#
O’Keeffe Middle
Sennett Middle
Sherman Middle
Toki Middle#
Whitehorse Middle#
Wright Middle

There are two significant changes here.  The first is in the composition and ordering of the priorities. The second is moving from “hard caps” to “guidelines” or “standards.”

On the presentation of the priorities, the feedback I received was crucial.  Overwhelmingly, people were most concerned about the early grades in high poverty schools, and advocated a “the smaller the better” policy for these grades.  My personal preference for something more nuanced (read complicated) and giving more attention to (what I consider) extremely large classes in some of our lower poverty schools remains, but these are compromises I can endorse.

Budgeting hard caps is difficult, amending a budget that wasn’t built on hard caps is even more difficult (especially when proposed hard caps are smaller than the numbers used to make initial allocations).  Going forward, revising the current (weak) MMSD Class Size Policy, and giving more attention to class size at every stage of the budget process may create a more favorable environment for hard caps in future budgets, but not this one.

While understanding that (almost) any absolute rule will on occasion lead to less than optimal choices, I am wary of calls for flexibility.  Some years ago I wrote about the introduction of “flexibility” in SAGE and other policies:

Remember warnings about your face getting stuck in some ugly expression? I think the champions of “flexibility” in Wisconsin and elsewhere need loud and repeated warnings that their “flexibility” in educational policy (along with privatization, cuts in funding, destruction of local control…) in fact constitutes a possibly permanent acceptance of declining educational quality and is an ugly betrayal of our traditions and our responsibility to our children. They are bending our schools out of shape and our children will be stuck with it.

The events of the last six years have only reinforced my wariness.

My ideal method for balancing mandates and flexibility is to mandate default choices, but simultaneously create a process by which deviations from the default are justified and approved.  Although the amendment doesn’t go that far, I do think the reporting requirements (below) embody some of this concept and will create opportunities for accountability.

Requiring that public reports be made to the Board of Education, which include the amount of funds remaining from this allocation, the number of sections or classrooms added to date from this allocation for each of the listed priorities, the number of sections or classrooms remaining that exceed the guidelines for each listed priority based on then current enrollments.

At minimum three public reports be made,

  1. A Baseline Report to be issued as soon as possible after the passage of the Preliminary 2017-18 Budget, but no later than July 14, 2017.
  2. A Start of School Report, to be issued no earlier than the completion of registrations (August 21, 2017) and no later than the end of the second week of school (September 15, 2017).
  3. A Report, to be issued with the October/November Enrollment Reports.

I hope these reports accomplish two additional things.  First is increased transparency in school and classroom staffing.  I think these are the most important part of our Budget, and MMSD has been more translucent than transparent with them.  Second, I think the reports will contribute to the ongoing discussion of the costs and impacts of spending on class size reduction.

Before closing I want to note that I left out any mandate tying the allocation of the new positions to specific dates.  The main purpose of that was to give greater weight to the highest priorities, but the process was awkward, and the reconfiguration of the priorities accomplished some of this.

In closing I am going to cut-and-paste the closing of my previous post, once again urging participation in this process:

If you think I did more right than wrong, please let the Board (and the world) know about your support for the amendment.  As usual, you can email us [board@madison.k12.wi.us], or testify at the June 26th meeting where we will be voting on this and the entire preliminary budget.  Talk to your neighbors, co-workers, and friends, write a letter to the editor, post on Facebook. Instagram, or tweet something, draw something, dance…be creative.

Thanks in advance for the feedback and support.

Thomas J. Mertz

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Notes for Final Class Size Amendment

Betty Everett — “Getting Mighty Crowded” (watch and listen).

On Monday June 12, the Operations Work Group of the Madison Metropolitan School District received an update on the 2017-18 budget, and discussed amendments submitted by Board Members (video here, meeting materials may be found at BoardDocs, here; it appears a second cost analysis on class size prepared by the district has not been posted on BoardDocs, it may be found here, a cost analysis prepared by community members is somewhat lower).

An amendment I submitted establishing “hard caps” on class sizes, and differentiating among classes and schools by grade span and a different poverty calculation than participation in the state Achievement Gap Reduction program (AGR, formally SAGE) has garnered much attention and more than a little support.  My amendment, with an explanation of poverty measure may be found here (a little more below).  The next step is preparing a “final” amendment for submission and vote (with the understanding that the amendment may be amended at the June 26, 2017 meeting, prior to a vote).  That process is the topic of this post.

The intent of my initial amendment was three-fold.  First, I wanted to get some sense of the costs involved.  Second, I wanted to shift thinking away from average class size to maximums, and away from AGR as the only means to differentiate between high and low poverty schools in this context.  Last, I wanted to give people opportunities to think, and talk, and write about class size in our district.  The numbers I used were not my ideal class sizes, and not intended to be final.

I have learned a little more about costs; made some impacts in how class size is being considered; and learned much about all aspects of class size impacts from the many staff, parents, and teachers who have opined in public and private.  Thank you all.

I want this discussion to continue, but soon the focus must shift to making concrete progress in addressing the most important class size issues in our district.  To do this I have to draft a budget amendment, and try to get it passed.

This involves prioritizing among the many issues and actions that have been discussed, and finding mechanisms to budget according to those priorities.  In an effort to be transparent, and as a plea for one more round of feedback and ideas from our community, I am presenting here what I see as the choices involved, and much of my current thinking.

Big Picture — Class Size Matters (in a Multitude of Ways)

No single education policy or practice will fix every area of concern with our schools, but research and experience have consistently demonstrated that small class sizes can help bring improvement in many of the most important areas, including student achievement, opportunity gaps, behavior, school climate, inclusion and differentiation, staff morale and retention, and family engagement.  This isn’t the place to work through the research, but I do want to point people to the Class Size Matters web site; recent local op eds from Cris Carusi, Andy Waity, and Jennifer Wang; and offer one excerpt from a recent evaluation of the SAGE program by the Value Added Research Center of the University of Wisconsin-Madison (if any of the people who have written the Board or testified — or others –would like to share your communications wider, I encourage you to use the comments on this post):

When comparing characteristics of students in SAGE versus non-SAGE schools, the Value-Added Research Center (VARC) observed large differences in their respective demographic profiles. The selection process into the program explains these differences and precludes simple comparisons across the two groups. Thus, VARC used statistical methods to control for these differences with the goal of estimating the impact of the SAGE program on student growth in mathematics and reading. Results from the statistical analyses of growth yield:

• An estimated positive effect of the SAGE program on reading academic growth in kindergarten as compared to students in non-SAGE schools, and

• An estimated positive effect of the SAGE program on mathematics and reading academic growth from kindergarten through third grade as compared to students in non-SAGE schools.

New to this year’s evaluation is an analysis of the effect of SAGE on students’ high school completion outcomes and on their choice of dropping out of high school. The results show:
• A positive effect of the SAGE program on students choosing to stay in high school in both ninth and tenth grade, and

• A positive effect of the SAGE program on students completing high school and not dropping out for students from African-American and economically disadvantaged backgrounds.

Finally, this year’s SAGE evaluation also included results from the SAGE End-of-Year Report survey to examine non-academic outcomes. The results from the survey show increased flexibility with classroom design, benefits for students unrelated to standardized testing such as having more individual time to work with students, and benefits for teachers in recruitment and retention.

Choice # 1 — How Many Positions (FTE — Full Time Equivalent)?

It is clear that at this point in the budget process it would be impossible to reallocate or find enough money to achieve what I would consider reasonable class sizes throughout the district.  The best option seems to be to offer an amendment budgeting an increase in the number of unallocated classroom positions and setting rules for how they are to be allocated.  I need to do some more digging and thinking, and have some more conversations with budgeting staff and other Board Members before arriving at the number for the final amendment.

What happens with the state budget — especially the “per pupil categorical aid,” but also equalization aid — will make a huge difference.  For that reason, I am leaning to linking the number of unallocated positions in the amendment to state budget provisions.

Choice # 2 — Where Are Class Size Limits Most Needed and What Should They Be?

This is where the feedback I have heard has been most valuable in opening my eyes to the myriad of experiences, viewpoints, and ideas.  It is also where I most want further feedback.  If we can’t do everything, what should we do first (and second, and third…)?

Everything here begins with the assumption that previous allocations remain in place (hold harmless), and that existing guidelines or standards are not preempted in order to achieve the new priorities.   I am not proposing that already allocated positions be moved, but that new allocations be used in this manner.

Below is my current list of priorities, in order.  Whatever the number of unallocated positions added, or the mechanism used to allocate them, it is highly unlikely that any will end up being allocated for any of the priorities after #5 or #6 (maybe not even these), but I do think it is essential to be comprehensive, to make a statement about (almost) every class in every school. All are for maximum limits, or “hard caps.” As before, it isn’t my ideal, and it isn’t final (but it does need to be final soon):

  1. High Poverty, K, 18 students.
  2. High Poverty 1-3, 19 students.
  3. Other Schools, K, 20 students.
  4. Other Schools, 1-3, 22 students.
  5. High Poverty, 4-5, 23 students.
  6. Other Schools, 4-5, 25 students.
  7. High Poverty, 6th Grade, Core Academic Classes (Reading, Math, Science, Social Studies), 25.
  8. Other Schools 6th Grade, Core Academic Classes (Reading, Math, Science, Social Studies),  27.
  9. High Poverty, 7-8, Core Academic Classes (Reading, Math, Science, Social Studies), 27
  10. Other Schools, 7-8, Core Academic Classes (Reading, Math, Science, Social Studies), 29.
  11. 9th Grade Core Academic Classes (Reading/English, Math, Science, Social Studies), 28.
  12. 10-12 Grade Core Academic Classes (Reading/English, Math, Science, Social Studies), 30.

These priorities recognize the research that has found differential impacts of class size reduction, with greater impacts for students in poverty and African American students, and in the early grades; as well as the general equity principal that resources should be directed toward higher need schools and students.  As mentioned above, I want the district to use a more expansive definition of “high poverty” than currently employed.  Here is the explanation from my initial amendment:

Defining “High Poverty”

The AGR designation does not reflect current demographics of our K-5 schools, and other than via Title I MMSD has not designated Middle Schools as “High Poverty.” MMSD currently uses both self identification (traditional) and Direct Certification to designate students as “Low Income.” These methods produce very different results (see spreadsheets here for K-5 and here for 6-8). It is impossible to say if one is a “better” measure than the other. I would suggest using an average of the two to rank our schools, and 35% (rounded up) as the “High Poverty” cut point for K-8.  By this method the following schools are designated ‘High Poverty”

K-5 (non-AGR schools marked with *; non-Title I schools marked with #)

Allis Elementary
Emerson Elementary
Falk Elementary
Glendale Elementary
Gompers Elementary
Hawthorne Elementary
Huegel Elementary#
Kennedy Elementary*
Lake View Elementary
Lapham Elementary*#
Leopold Elementary
Lincoln Elementary*
Lindbergh Elementary
Lowell Elementary
Mendota Elementary
Midvale Elementary
Muir Elementary#
Nuestro Mundo Elementary
Orchard Ridge Elementary
Sandburg Elementary
Schenk Elementary
Stephens Elementary*#
Thoreau Elementary#

6-8 (non-Title I schools marked with #)

Badger Rock Middle
Black Hawk Middle
Cherokee Middle
Jefferson Middle#
O’Keeffe Middle
Sennett Middle
Sherman Middle
Toki Middle#
Whitehorse Middle#
Wright Middle

Looking closer at the K-5 spreadsheet brings to light some of the issues involved.

K-5 Poverty AGR Title

First is that Lincoln — a high poverty school by any calculation — and Lapham, Stephens, and Kennedy — relatively high poverty schools — are left out of the AGR/Not AGR scheme, but included here.  Depending on how you count, these schools educated either 848 or 533 low income students last year.  This points to another observation, which is that there are a substantial number of low income students in our non-low income schools — by one method 180 at Chavez alone — and that these schools and students cannot be completely left out of our equity efforts.  It should also be acknowledged that one current AGR school — Crestwood — doesn’t make the cut.  I would be open to retaining that school.

Choice #3 — How To Allocate the New FTE?

If you want to make sure that the maximum number of the new sections go to the highest priority grades and schools, and maximize the likelihood that none of the classes in the highest priority categories exceed the designated limits, all allocations to lower priority categories would have to be delayed until after the Third Friday Count, and the end of allocations.  I am open to that idea (if you support it, let me know), but it isn’t my first choice (at this time).

In order to hire the best teachers, have the least disruption in class assignments, deal with physical and other logistics, best integrate faculty into school communities, and many other reasons, allocating earlier is better than allocating later.

What I am proposing for consideration here (and may end up proposing in the final amendment, depending on the feedback I receive), is an allocation process that seeks to balance the competing desires of maximizing addressing the highest priorities, and timing the additions in the way that makes the most sense.  Here goes version #1 (dates, details, and percentages, as well as the whole concept open for discussion and change).

  1. Beginning July 1, 2017 allocations of the new FTE will be made on a weekly basis, in order of and according to the priorities listed above, using then current enrollment or roster data.
  2. No more than 50% of the new FTE may be allocated prior to August 1, 2017.
  3. No more than 80% of new FTE may be allocated prior to the Third Friday Count.
  4. Middle and High Schools may address large sections via partial FTE and overload authorizations.
  5. The Board of Education will be provided bi-weekly updates on allocations made under this amendment, and any and all grades or courses at any school that exceed the limits above where there has not been an allocation made.  These reports shall be public.

I was tempted to make it even more complicated by having X% at this date, and Y% at the next date, and Z%, and on and on, with a new percent (almost) every week, but I decided not too.  I am still tempted to try to adjust the dates around the enrollment/registration week (August 14-18), or the opening of school (September 5 & 6).  As I said above, I am open to adjusting any part of this, or abandoning the attempt to balance.  I like it, but I don’t love it.

What Next?

To be fair to my fellow Board Members and our hardworking staff, I should finalize and submit this early next week (end of the day Monday 6/19 or mid day Tuesday 6/20 at the latest).

Between now and then, I hope to hear more from our well-informed and creative community (that means you!).  You can comment on this post, send an email directly to me — tjmertz@madison.k12.wi.us, or the entire Board — board@madison.k12.wi.us, I promise to read them all, but may not be able to respond individually.  You can even call me (the number is on the Board page).

Once I finalize this amendment, I will post it here, at AMPS.  Then you can weigh in and tell me what I did wrong.

If you think I did more right than wrong, please let the Board (and the world) know about your support for the amendment.  As usual, you can email us, or testify at the June 26th meeting where we will be voting on this and the entire preliminary budget.  Talk to your neighbors, co-workers, and friends, write a letter to the editor, post on Facebook. Instagram, or tweet something, draw something, dance…be creative.

Thanks in advance for the feedback and support.

Thomas J. Mertz

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MMSD Budget (Crunch) Time (Updated)

“Money Talks,” Alex Chilton (click to listen or download)

Update:

The materials for Monday’s meetings (Budget Input and Operations Work Group)have been posted on BoardDocs.  I’ll list and link here, but first there are some things that were not posted that need to be addressed.

A choice was made to exclude from the meeting materials all of the suggested cuts/funding sources that were part of the the Budget Amendments submitted by Board Members (at this time it is not clear who made that choice). The full Amendments are in the original post below.

This is unprecedented.  It is absolute and basic that proposed amendments submitted in advance be included in the materials distributed to the public and Board Members.  They must be part of the record, they will  be part of discussion, and the public has a right to know what is on the table (especially in advance of a “public input meeting). 

It should also be noted that those Board Amendments that are present in the meeting materials, are present only in summary form.  My Amendments did not include extensive rationales, but Anna Moffit’s did, and to not share these with the public is wrong.

Additionally, the full Title I chart included in this post (below) is not posted, with only an explanation of the process provided.  There is also no further information on Title III and tuition for Ell certification (listed in my Amendments as something I would “like to explore”).

An earlier Budget Presentation included the “Goal” of “Greater transparency in budget development.”  The choices that have been made to not include Board Member Amendments take us further from that goal.

Here is what is there:

Starting next week, there are a few important meetings for the Madison Metropolitan School District Preliminary Budget (much budget info at the link, a bit more below).  Here are the key meetings:

If you can’t make these, you can always write the Board: board@madison.k12.wi.us.

A couple explanatory things at this point.  First, detailed agendas and materials for these meetings will be posted on BoardDocs in advance, usually at some point on Friday for a Monday meeting.  Second, the final Budget is not passed until October, after many things — especially the state aid certification — are set.  Amendments and changes are possible up to that point, but the Preliminary Budget is what is in place when schools open in September, and for this and other reasons is important.

From my point of view there are three major places where there may be action: 1)Budget Amendments from Board Members (Anna Moffit and I both submitted amendments, more below); 2)Title I funding (Federal poverty aid, more below in the discussion of my amendments, with some linked documents and  information previously not posted by MMSD); 3)The structure of employee health insurance contributions (because my spouse is employed by the district, I recuse myself on this).  The latest on this is here (expect more before the meetings listed above).

May as well start with my Amendments.  Here is what I submitted for consideration (I may or may not make motions on individual items).

Initial Budget Amendments

TJ Mertz

May 23,2016

I understand that in the current budget situation any additional spending must come from reallocations, but believe that it is counterproductive to match each proposed addition to a cut. Instead I have listed cuts and additions separately, with a final item on Title I and Title III.

Items to Be Cut

  1. Eliminate Assistant Principals at Allis, Kennedy, Stephens and Cherokee.

Note: 4k at Allis may mean that numbers justify this position. [Note:  My understanding is that traditionally an Assistant Principal is added when school population is above 500; these are all below.  I asked about this at a meeting and did not get an answer.]

  1. Cut Tech Plan Spending by $300,000.

The Baird projections show an initial $8.74 Million gap for 2017-18, and this assumes the continued $250/student categorical aid, and an additional $100/student. Under these circumstances I do not believe that increasing Tech Plan spending by $625,000 is sustainable.

  1. Eliminate Special Assistant To the Superintendent for Special Projects.

  1. Cut Employee Travel Conferences (0344) from $468,803.63 to $300,000.

  1. Cut Space Rental Events/Meetings (0328) from $175,875.99 to $111,774.14.

The proposed budget includes an increase, this amendment returns the amount to that in the 2015-16 budget. The Badger Rock rental was moved to object 0329 and is not impacted.

Additions

I support Anna’s proposals on expanding Intensive Support Team staffing and targeting class size at “intensive touch” schools, (as well as the reallocations she proposes).

  1. Add Board Research and Data NUP, $70,000

This position would work for the Board of Education and assist in fulfilling data requests, researching policies, and preparing analyses and briefs independent of administrative structures.

Strategic Framework Priority Area – Accountability.

  1. Restore Middle School Staffing (to the extent possible)

According to the March OWG presentation, 12.000 FTE, budgeted at $1,181,679 will be cut from Middle Schools. Without the detailed information in the Equity Chart, it is impossible to know what these cuts might be, but I would like to explore restoring some or all. Many of our Middle Schools are struggling with a variety of issues, and I think we need to make sure they have the capacity to be successful.

Strategic Framework Priority Areas – Coherent Instruction, Thriving Workforce, (and perhaps Personalized Pathways and Family and Community Engagement).

Title I

I may be offering amendments addressing the Title I Reserved budget (funds not allocated to schools), the poverty measure(s) used to allocate Title I to schools, the formula used to determine the allocations to schools (my understanding is that we can allocate a higher dollar amount per student to schools at higher poverty levels, I don’t know if we are doing that, but would like to explore the possibility).

Title III

It is my understanding that that $300,000 three year budget for ELL certification tuition reimbursement appears to be much more than anticipated spending (Mike provided me with a summary). I believe this is Title III money, which means there are limits on how it might be reallocated. I would like to explore the possibilities, especially using some of this money to replace unrestricted funds, or to improve direct services for ELL students.

I would be glad to answer any questions about any of these, but am going to mostly forgo long explanations and justifications here (the bracketed note on the Assistant Principals was added as an explanation for this post).  The two exceptions are Middle School Staffing and Title I.

On Middle School Staffing, just a couple of things.  First, budget pressures and choices made in drafting the preliminary budget led to school-based cuts at all levels.  At the Elementary level, there were two big factors.  The first was decreased enrollments; the second was what might call a “relaxed” approach to class sizes in the early grades (Anna Moffit has an Amendment on this, below).  The Middle School cuts were pretty much straight out budget based.  At this point — less than a week before we have the penultimate meeting to discuss the Budget and less than a month before we vote — I don’t know how these cuts were decided (other than the phrase “Equity-based” has been used, whatever that means), nor what schools got what cuts.  We have some info (below, and it may be out dated), but not much.  This make it hard to do the job we were elected to do.   I believe school based staffing allocations are at or near the top of budget issues and have been asking for information on the processes and results since at least February.  I hope we get this in the “Equity Chart” this week, and if changes seem like a good idea, I hope it isn’t too late.

Here is a staffing chart, with Title I information as of late March (read the notes in the link, about what this chart represents).

Title I Staffing Enrollments

The “Equity Chart” should provide more detail and be more up-to-date.  In reference to Anna Moffit’s second Amendment below, it is also worth noting that some of the Elementary School cuts do not seem to align with (projected) enrollment changes, this may be due to the interactions of grade level projections and desired class sizes (I have not looked closely, but will try, and would appreciate it if anyone else would like to make the effort, and share their findings). Depending on what I learn (and what else happens), I may or may not go ahead with an Amendment on Middle School staffing.

We do have new information on Title I since I offered the Amendments and it is good news.  Some background, first.  You can find everything you would want to know and more about Title I at the Department of Education page.  Essentially, it Federal aid to schools serving students in poverty.   It is also the biggest source of Federal money in k-12 education, so from a policy perspective, it gets used as a carrot and a stick.  In fact there are all sorts of of controversies about how Title I will be distributed under the new Elementary and Secondary Education Act.   Local districts have a number of choices to make with Title I.  We decide (with some limits) how much is allocated to schools, and how much is “reserved” for district initiatives (see here for information on MMSD “Reservations”).  We decide what measure or measures of poverty will be used to distribute funds to schools.  We decide (with limits) what the poverty percentage cut-off will be for designating a school Title I.  We decide what levels — Elementary, Middle, High —  we will fund via Title I.  We decide how we will allocate to schools on a per qualifying student basis (do we give higher poverty schools more per student)?  All these decisions and more.  In Madison four things have brought Title I to the fore.  First, in 2014-15 MMSD expanded Title I to Middle Schools.  Second,  because some Madison schools are participating in the Community Eligibility Provision (CEP) which provides free meals to all students, the traditional Free/Reduced Lunch poverty measures have been impacted (see here for much much more on Title I and CEP, including analyses of some of the decisions listed above, worth a read).  In response, MMSD, like many districts is using what is called “Direct Certification,” a method that matches students to family enrollments in other government aid programs to arrive at student poverty numbers.  Third, for the first time since the 2008 referendum MMSD does not have unused revenue authority, this budget is especially tight.  Last — and this is the good news — recent reallocations show MMSD receiving $788,000 in additional Title I funding.  The initial Title I allocations (similar to the above chart) showed many schools with funding cuts (often on top of other staffing cuts).  With the $788,000 this has changed.  See here:Title I with 788000

You can see almost all schools received an increase, and that the schools are tiered, with higher poverty k-5 schools getting more per student, and Middle Schools getting a flat (and low) $750 per student.  More on the process MMSD used here.

But questions remain.  Is direct certification the best way to estimate poverty?  Are the tiers, the cut points, and the differences per student between them the right things to do? Is the Middle School/Elementary difference good policy (remember k-5 schools also have SAGE (now AGP) for the early grades)?  I am not committed to any changes from the proposed allocation, but I do want to think about these questions, hear from the community, and discuss the choices with other Board Members.

Here are Anna Moffit’s Amendments.  As stated above, I support them.  I am not going to say more at this time, Anna Moffit has already published a strong op ed on the first, and I am sure she will be equally eloquent on the other at the appropriate time.

#1 – Intensive Support Teams

Budget Amendment
Increase the Intensive Support Team staff by 3.5 FTE (1 FTE for the Autism /Significant Developmental Delay team/ 2 FTE for the behavioral health team and .50 for a clerical assistant).

Rationale:

Based on community feedback and staff input there is an increased need to support   our students with intensive behavioral and mental health needs. According to   anecdotal information and district data there are a small number of students that are currently receiving a disproportionate amount of behavioral referrals (about 1% of our students make up 95% of behavioral referrals). Many of these students have documented or undocumented diagnoses, learning difference or a trauma history that require an acute and elevated levels of support in order to be successful in our schools.

Rather than restrict eligibility criteria that create more barriers for students to accesss specialized services, we should be proactive and prevent escalating disciplinary measures that lead to exclusionary practices by increasing our capacity to serve more students in a timely matter. By investing in programs that prevent suspension and expulsion, hundreds of thousands of dollars can be saved for our district.

Building the capacity at the district level to provide immediate help and ongoing professional development to non-Student Services staff via our Intensive Support Team is more cost effective in comparison to paying for expensive, outside consulting services and trainings. Based on staff feedback, there is an increased need for professional development in the area of working with students that have intensive mental health and behavioral challenges in our district.
Currently, the Intensive Support Team doesn’t have the capacity to organize, schedule and provide professional development in an efficient and effective manner due to limited capacity. By providing additional team members and a clerical position, scheduling professional development during educators’ planning time would be more consistent across the district. This increase would also of-set some of the the cuts made in the previous year to Students Services staff (21 Student Services staff).

Possible funding streams:
BEP professional development:
Based on anecdotal data from one-on-ones with staff and Board presentations,
opportunities for professional development have been limited and difficult to attend due to other commitments, not due to lack of interest or need. There was no additional information provided to the Board that would support lack of interest or need as the basis for not utilizing professional development funding. In fact, Behavior Education Plan surveys continue to indicate their is a high interest in increased professional development in order to meet the diverse and dynamic needs of our student body.

Access to bilingual education:

The district will not be expanding the DLI program to all schools put forth in the ELL plan which should lead to a decrease in FTE by .50 for an additional DLI planner. This would provide about $43,755 dollars in additional funds. There are very few students and families (currently 4 families based on feedback from Principal) that have shown interest at Thoreau Elementary in the DLI program at a to-be-determined school, therefore $36,000 dollars appears to be an excessive amount of money set aside for transportation costs for busing. In total, there would be about $70,000 dollars in additional funds.

Other possible funding sources:

TID 25 loan

Reduce spending on Technology Plan

Reduce spending on Educational Resource Officers

Utilize funds saved from not filling the position of Special Assistant to the Superintendent ($125,000 dollars).

#2 Elementary School Staffing

Provide additional FTEs to all of our “intensive touch” elementary schools in order
to ensure that all K-2 classrooms can begin the year 16 students in each classroom. The funding source is undetermined at this time due to lack of information in regard to Employee Premium Compensation limits for district staff members, as well as resolution in regard to TIF 25.

Rationale:

Based on extensive research, class size has the most significant impact on student achievement in the early childhood years. Smaller class sizes have shown to have a greater impact on academic achievement than aligned curriculum, as well as instructional coaching. Smaller class sizes also ensure that students and teachers have the time to develop strong, positive and reciprocal relationships which lay the foundation in developing a child’s resiliency. Resiliency has been shown to counter-act the effects of Childhood Trauma that is a direct result from children experiencing toxic stress at home, school and community. Students that experience chronic toxic stress are more likely to develop learning disabilities, maladaptive behaviors, as well as an increased risk of substance abuse issues and mental health challenges.

Although Governor Walker has provided district a “tool” called AGR to increase class sizes for our most vulnerable students, I believe that it has a detrimental effect on student learning for our youngest learners. With large numbers of black students, students receiving Free and Reduced Lunch, English Language Learners and students with disabilities not reaching adequate reading and math outcomes, leading to huge disparities, it is critical to invest our resources in high leverage strategies that can close these gaps.

Lower class sizes has also been a priority identified within our budget feedback from schools and the community.

There may be other ideas that lead to late amendments, or revisions of these.  Please remember, these are our schools, our children, and the School Board Members are your representatives; be part of “the village” by participating, making your voice heard at (or prior to) the meetings listed at the top.  I’ll be listening, and others will too.

Thomas J. (TJ) Mertz

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Song of the — Martin Luther King Jr — Day

Kings Marching in Selma Neighborhood

Solomon Burke — “Now Is The Time” (click to listen or download)

See also “Quotes of the  — Martin Luther King Jr. — Day.”

Thomas J. Mertz

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It’s — Mertz for — Madison Time, or I’m Running for School Board

TJ.logo-268It’s Madison Time Part 1 & 2 Ray Bryant Combo

In December I announced my candidacy for the Madison Metropolitan School District Board of Education, Seat #5 (announcement below).   There will be a primary election February 19, 2013 and the general is April 2, 2013.  I hope I have earned  the support of the readers of this blog.  You can find out more about my campaign, endorse, volunteer and donate at MertzforMadison.com.  I am not sure if I will be doing any blogging during the campaign, but if I do things directly related to the Madison schools will be posted at MertzforMadison.com, and anything posted here at AMPS will be more about state and national matters.

Prepared, Progressive, Passionate

I am excited to announce my candidacy for the Madison Metropolitan School District Board of Education, Seat #5.

Our public schools are the backbone of our community, the wellspring of our democracy, and the best means we have of providing a better future to all our children. As a parent, scholar, advocate, activist and organizer, I have worked with parents, professors, students, school boards, administrators, legislators, educators, and their unions to better understand and strengthen public schools. I don’t think there has ever been a time when the challenges to our schools have been greater. I want to help Madison meet these challenges by serving on the Board of Education.

I have stood against the pressures of privatization, worked against the expansion and misuse of standardized testing, and have fought for adequate and equitable funding based on the idea that all of our students deserve broad and rich opportunities.

These struggles will continue and expand. As Madison prepares to welcome a new Superintendent, I see opportunities to do more than react. Madison is a community and district where we have the means and the will to show that diverse public education can live up to its promises. To do this we must honestly assess those failings illustrated by the achievement gaps, but also listen to voices of our classrooms and community to understand what is working and build from our strengths.

None of this will be quick and none of this will be easy. I ask for your help and support. Visit www.mertzformadison.com to endorse, donate, or volunteer; and “like” the TJ Mertz, Madison School Board, Seat #5 Facebook page to keep updated.

Thomas J. Mertz

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What to Keep an Eye on in Tony Evers’ Budget (updated)

Eyeball sculpture by artist Tony Tasset from the Eye Si(gh)t blog.

Mavis Staples, “Eyes On The Prize” (click to listen or download).

Update: Still haven’t seen the details, but according to the Press Release, the answer to question number three is a partial yes, with calls for “full funding” of SAGE (it isn’t really “full funding,” see here on the complexities of SAGE funding), increased sparsity aid, increased Bilingual/BiCultural aid in the second year, increased special education aid in the second year, new grant programs around STEM and vocational education, “educator effectiveness, ” and more).  No poverty aid.  For overall state funding  the combined  “categorical and general school aid”  Evers calls for would be  “a 2.4 percent increase in the first year of the budget, the same as the Consumer Price Index, and 5.5 percent in 2014-15.”  I don’t see anything on Revenue Limits.  More later.

Update #2: From a second Press Release, on Revenue Limits: “The plan restores revenue limit authority to all districts. It calls for an increase in the per pupil revenue limit to $225 per student in the first year of the budget and $230 per student in 2014-15.” More details on Fair Funding and other matters in this Press Release also.  A district by district tally may be found here.

Wisconsin State Superintendent of Public Instruction Tony Evers will reveal the remainder of his 2013-15 budget proposal on Monday (the first portion was released in September, but it lacks full school finance information;  WisconsinEye will be covering the event).  Evers has also announced he is seeking re-election next April (campaign website here; see here for thoughts on elections and holding Evers and others accountable for their actions and inaction).

We know that Evers budget will be based on the Fair Funding For Our Future framework.  We know that in outsourcing how our state defines what it means to be educated to  American College Testing (the ACT) it will call for an increase in spending of time and money on standardized testing and the processing of standardized test based data (for a horror story outsourcing testing related things in Florida, see “The outsourcing of almost everything in state departments of education,” from Sherman Dorn.  We know that it will in most ways be better than what Governor Scott Walker proposes, especially if the rumors that the Walker proposal will include Tim Sullivan’s “Performance Based Funding” are true ( by design this would direct resources away from those students and schools that are struggling and toward those that are thriving, an incredibly bad idea and the essence of the Republican philosophy).  But there are some essential things we don’t know.  Here are three things I’ll be keeping an eye on.

1. How much of an increase in State Aid will Evers call for?

Wisconsin school have endured huge cuts in state aid in both the last budgets.  Depending on how you count the combined dollar total is close to $2 Billion.  According to the Center on Budget and Policy Priorities,  the per pupil cuts in Wisconsin have been the fourth largest in the nation.  Here is their chart:

The vast majority of districts have experienced cuts in state aid (the most recent figures from the Legislative Fiscal Bureau, here).  How much of this lost ground will Evers try to make up?

2. What increases in Revenue Limits will Evers call for?

The FitzWalker gang essentially froze cut Revenue limits for 2011-12 and provided a $50/student increase for most districts for 2012-13.  Revenue Limits matter.  Higher Revenue Limits give local district the power to make up for lost state aid and more.  To what extent will the DPI budget restore this local control?  As the bar in expected achievement keeps getting raised, through a combination of state and local resources, we need to give the schools the resources they need to meet their challenges.

3. Will the DPI budget direct resources to those students and schools with higher needs?

In particular, will it call for increases in aid for English Language Learners,  for Special Education, for SAGE reimbursements, for Sparsity (see this column for Kathleen Vinehout on school budgets in general and sparsity in particular)?  Will it direct real aid to those schools identified as needing improvement by the new “Accountability” system (see here for a discussion of that system, including this issue).

One thing the new State Report Cards confirmed is that poverty is a great predictor of which students and schools are struggling.  Will the Evers budget address this in a real way by providing additional resources instead of the property tax cuts to based on student poverty that have been in every other iteration of the Fair Funding plan?  Property tax cuts don’t help students; students need help.  For more on school funding “fairness,” see this report from the Eduction Law Center (Wisconsin doesn’t rank very well).

Last Thoughts.

Those are the big three.  I’ll also be looking at the size of the guaranteed state funding per pupil (which in essence replaces the levy credits in Fair Funding), what kind of “hold harmless” provisions Evers includes, and like all of us I’ll be looking at the impact of the package on my school district (along with a variety of other districts I’ve been informally tracking for years).

This is step one; the next steps involve key players like WEAC and WMC, advocates in general, the Governor and the Legislature.  Much of what will happen with these is predictable.  I can say with great confidence that I will consider whatever Tony Evers proposes to be better than what comes out of the Republican controlled budget process.

One thing I don’t know is how advocates and Democratic Legislators will react.   If past actions and the recent press release from Senator Chris Larson  are indications, they will follow Tony Evers lead and take up Fair Funding as their own.  Depending on the answers to the questions offered here, I hope that people who care about our students, inside and outside the Legislature, keep an open mind to advocating for something better than Fair Funding, something that does make up the ground lost over four years of cuts, something that does give real local control, and most of all something that does a better job directing resources to the schools and students who most need the opportunities of quality public education.  Penny for Kids would be a start, perhaps in conjunction with Fair Funding.

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How Many Strikes? or Whither Accountability? #2

The Isotopes – “Take Me Out To The Ball Game” (click to listen or download)

A recent post  —  Who cuts the barber’s hair? or Whither “accountability”?  — centered on some of the failings of the new Wisconsin “Accountability” system designed by team led by  Scott Walker and Tony Evers and adopted in order to gain an NCLB waiver from Arne Duncan and what we as citizens can do to hold them accountable for the bad choices they have made.  With the second iteration of the “Accountability Requirements for Achievement Gap Plan“(online version ahs been updated on pages 58-9 ,see here) on the agenda of the Madison Metropolitan School District Board of Education Student Achievement and Performance Monitoring Committee this Monday (11/5, 5:30 PM, rm 103, Doyle Blg) I thought it would be a good idea to do something similar on the “Accountability” work being done by MMSD.  This time via an extended and at times strained baseball metaphor.

Who’s at bat?

Or who should be held accountable for the accountability design work being done by MMSD? These aren’t easy questions.  Accountability is confusing, maybe not as confusing as the Abbott and Costello routine, but confusing (who should or should not be held accountable for the results of accountability measures is even more confusing….add teachers, families, the economy, inequality, …. to the list below).   The chain of accountability goes from the voters who elect Board Members, to the Superintendent who the Board hires, fires and evaluates, to the administrators the Superintendent hires (with the consent of the Board, but for better or worse this has been a rubber stamp consent), supervises and evaluates.  It also loops back to the Board, because they are responsible for making sure administrators have the resources they need to do good work, but this chain continues back to the Superintendent and the administrators who prepare draft budgets and should communicate their needs and capacities to the Board.  The Superintendent is the bottleneck in this chain each time it loops around because the the MMSD Board has almost entirely limited their action in evaluation, hiring and firing to the Superintendent.  Right now MMSD has an Interim Superintendent, so evaluation, hiring and firing  is moot and the key link in the chain is broken.  Like I said, confused.

What is clear is that the only lever of accountability community members hold is their vote in school elections.  Three seats are up in April (Board President James Howard has announced his intent to run for re-election; Maya Cole and Beth Moss have not publicly stated their plans).

The impetus for creating the “Accountability Requirements” was a budget amendment from Board Member Mary Burke.  I believe it passed unanimously.   For the purposes here, I’m saying “The Administration” is at bat and the Board of Education is the manager sending signals from the dugout.  I didn’t count, but there are at least a half dozen administrator names listed on the “Accountability Requirements for Achievement Gap Plan,” if you want to get more personal with who should be accountable, feel free.

Swinging for the Fence or “Small Ball”?

The public loves power hitters; the long ball is a crowd pleaser.   Baseball insiders and aficionados understand that swinging for the fence increases the likelihood of striking out and that often the situation calls for “small ball,” like trying to draw a walk, attempting a sacrifice bunt, hitting behind the runner, or lining a single in the gap. the key to small ball is that you do many little things and they combine to produce runs.

With educational “accountability” I would argue that setting “goals” (any goals at all, but especially unrealistic ones like the NCLB 100% proficiency, or the “goals” listed in the draft MMSD”Accountability Requirements,” more on the latter below) is the equivalent of swinging for the fence.  This is part of the “data driven” mentality.  I think the situation calls for an educational version of small ball, something not as crowd-pleasing, demanding a higher level of engagement by all involved, and more likely to produce a productive unerstanding.  What I have in mind is monitoring multiple measures, or “data guided” decision making.

Although the reporting has not been good, MMSD tried something like this with the Strategic Plan “Core Performance Measures.”  Unfortunately there seemed to be collective agreement among Board Members and administrators at a recent meeting that these measures would be set aside in favor of the “Accountability Requirements” now under consideration and by implication that all the Strategic Plan work would be left to gather dust.  There were targets associated with “Core Measures”  but the main idea was that the Board and the Administration pay regular attention to multiple measures and their movement, individually and collectively.   This is far different than stating as a goal that 90% of students will score in the proficient range by year 3.  The first thing  policy makers need to know is whether things are getting better or worse and at what pace.  The use of standardized test score goals  (and goals for many other measures)  in “accountability” doesn’t help with that and creates difficulties.

What is the “accountable” action if some measures go up and some go down?  What if demographics or the tests themselves change along the way?  And then there are the uncomfortable questions of who will be held accountable and how  if none of the goals are met. We should have learned from NCLB that this approach is not what the situation calls for, but apparently MMSD administrators did not.

At a previous meeting on the   “Accountability Requirements” Board Member Ed Hughes moved closer to the small ball position by suggesting that instead of absolute goals, the goals be presented in terms of change or growth.  Better, but the problems identified remain.    The whole goal oriented approach could be called “Strike One,” but I’m not going to do that.

Strike One

The first draft of the “Accountability Requirements”  was presented to the Student Achievement and Performance Monitoring Committee on September 30th and appeared essentially unchanged on the full Board October 29th agenda as part of a Committee Report.  In baseball parlance it was a unbalanced, badly mistimed swing for the fences at a ball well outside the strike zone.  It isn’t pretty.  Strike one.

Some managers would have been tempted to pull the batter and send up a pinch hitter, but instead Board Members  sent some signals from the dugout, pointing out some of the mistakes and offering tips for improvement.

Mary Burke noted that the left hand and the right hand didn’t appear to be coordinating.  To be more specific, she pointed out that on page 15 (of the pdf) there is a chart with the stated goal “95% of all 11th graders will take the ACT in 2012-13,”  but chart itself  shows  annual incremental increases, culminating at 95% for all groups in 2016-17.   It was long ago decided that all students would take the ACT in 2012-13, whoever prepared the left part of the chart knew this, but whoever did the increments on the right did not (and apparently didn’t read the left part).  Here it is:

Other problems with the swing are more subtle.  There is also another section where ACT goals are expressed in terms average scale scores.  This appears to be another case of lack of coordination between the two hands.  As discussed below, the sections related to students reaching the ACT “College Readiness” benchmarks are left mostly blank in recognition of the fact that increased participation due to the test-taking mandate will almost certainly lower the starting point.  The people doing the average scale score section don’t seem to have understood that.   Their chart shows steady and unrealistic growth (except a 0.1 drop for white students in the final year), with all reaching 24 after five years.  Here it is:

This is absurd.   At Hersey High School in Arlington Heights IL, a much less diverse school with much lower poverty  than MMSD (14% low income) that since 2001 has become the Mecca for those who worship at the alter of the ACT/EXPLORE/PLANN system of placing ACT prep at the center of school activities, no doubt starting above the MMSD full participation benchmark, it took six years to get the composite average  to 24.0 (the current is 25.2).  Closer to home, the temple for ACT worshipers is (much less diverse, at 15.8% Free/Reduced Lunch, much less impoverished) Monona Grove.   They joined the ACT religion in 2008-9.  That year their ACT composite was 21.7; it is now 22.3Nationally, only 26% of (mostly self-selected) test-takers achieve a 24 composite.  Absurd and incompetent.

You may think this is nitpicking, but these are highly paid professionals who didn’t do their homework to arrive at realistic goals and have made the kind of stupid errors that would cost students serious points on the standardized tests that these same highly paid professionals are employing in the name of “accountability.”  Shouldn’t they be accountable?

Despite some coaching from the Board that resulted in fixing the above issues, problems related problems remain the second version.  Those are covered in the “Strike Two” section.

Strike Two

The second swing  — the version of the “Accountability Requirements for Achievement Gap Plan” on the 11/5/12 agenda —  is much expanded (61 pages in comparison to 31), but not much improved.  Another wild, unbalanced and mistimed lunge at an almost unhittable pitch.  Like the first (and so many of the things produced by MMSD administration) much space is devoted to documenting that staff are very busy (of course repeatedly documenting this helps keep people busy) and very little to what is going on with students (I’m not sure why this is “accountability’).  Like the first, the actual “accountability” focus is on “goals.” Like the first, many of these goals (and many of the benchmark starting points) are left blank or labeled “TBD.” Like the first, where there are numbers attached to the goals, they are wildly unrealistic.

As the play-by-play announcer, I’m going to limit detailing how this swing misses to two places where numbers are attached to standardized test based goals.  The first involves the ACT; the second the state achievement tests (now WKCE, soon to be  “SMARTER Balanced Assessments”).

As explained above,  I  don’t like “goals” in standardized test based “accountability systems” (I’m not very fond of standardized test based “accountability systems” in general, but no room for all that here), but if you are going to have goals, they should be realistic, they should be based on in-depth knowledge of the tests, the performance of comparable students on these tests, and the improvements achieved elsewhere using similar programs.  As one Board Member pointed out at a recent meeting, this is exactly the kind of expertise that the Board expects from their highly paid professional administrators.  They ain’t getting what they paid for (in baseball terms, we are approaching  Alex Rodriguez in the last post-season).

The error Mary Burke pointed out with ACT participation has been corrected..  At the previous meeting there was a discussion of how expanded ACT participation will yield new baseline starting scores, and this was (in the first version) and is (in the second version) reflected by leaving blank most those portions  covering percents of students scoring at or above the college ready benchmarks set by the ACT.  For the same reasons,  the ACT “Average Composite Score” section discussed above is now blank.  All this is good,  but in the left hand column of the benchmark charts in both versions ,for each subject area there is a 40% goal (page 32).  I’m going to leave aside important criticisms of the ACT Benchmarks, to address why the 40% goal is problematic.   Nationally last year, only 25% of the mostly self-selected test-takers met the benchmark in all four subjects.  The percents varied greatly, from 67% in English to 31% in science.   At Hersey High (with their test friendly demographics and over ten years of emphasizing the ACT) only 39.2% of test-takers made all four benchmarks.   The goals for MMSD should reflect this reality, (and similar evidence on subgroups;i it should be noted that you can reach the 40% goal in each individual subject and still not have 40% meeting all four benchmarks, but my point is that the data we have shows that 40% is easier or harder for different subjects , and that 40% in any may be  out of reach in some subjects).

There are similar, but more pronounced and complex problems with the section that sets goals of 90% “proficiency” on state tests in Mathematics and Literacy at the end of five years (page 17).  Here is the chart for literacy (sorry for the bad reproduction):

Although the WKCE is referred to, the numbers in the far right column reflect the very problematic “WKCE as mapped to NAEP cut scores” (see “The news from Lake Gonetowoe” for some of the problems with these cut scores) and the WKCE is on the way out to be replaced by “SMARTER Balanced Assessments,”   Some confusion here that I’m going to avoid by simply saying “state tests.”  Since the NAEP derived cut scores are the order of the day, I guess MMSD has to use them, but they have a choice about which levels to concentrate on and “Proficient” is the wrong level.

My preference would be to do the multiple measures, small ball thing and track movement among scale scores, or failing that movement among the various cut score defined levels (which is what the “Growth”  calculation in the new Report Cards does).    If you are only going to use one level and are going to set goals, “Basic” is the level you want.  It is where you will see the most movement and get the most useful information.

Eventually I hope to do a few more posts about the meaning of NAEP cut score levels and how they compare to the old WKCE levels and many related things.   For now I’m going just repost my new favorite quote from National Academy of Sciences publication, “Grading the Nation’s Report Card: Evaluating NAEP and Transforming the Assessment of Educational Progress,”

and add the general NAEP level descriptions (there are more detailed ones for the grades NAEP tests, 4, 8, and 12).  Here is the quote (again):

Although standards-based reporting offers much of potential value, there are also possible negative consequences as well. The public may be misled if they infer a different meaning from the achievement-level descriptions than is intended.  (For example, for performance at the advanced level, the public and policy makers could infer a meaning based on other uses of the label “advanced,” such as advanced placement, that implies a different standard. That is, reporting that 10 percent of grade 12 students are performing at an “advanced” level on NAEP does not bear any relation to the percentage of students performing successfully in advanced placement courses, although we have noted instances in which this inference has been drawn.) In addition, the public may misread the degree of consensus that actually exists about the performance standards and thus have undue confidence in the meaning of the results. Similarly, audiences for NAEP reports may not understand the judgmental basis underlying the standards. All of these false impressions could lead the public and policy makers to erroneous conclusions about the status and progress of education in this country. (Emphasis added)

Here are the descriptions:

Achievement Level Policy Definitions
Basic This level denotes partial mastery of prerequisite knowledge and skills that are fundamental for proficient work at each grade.
Proficient This level represents solid academic performance for each grade assessed. Students reaching this level have demonstrated competency over challenging subject matter, including subject-matter knowledge, application of such knowledge to real world situations, and analytical skills appropriate to the subject matter.
Advanced This level signifies superior performance.

I think that at this time the “Achievement Gaps” work in MMSD should concentrate on getting students to the “Basic” level, as defined by NAEP.

This belief is reinforced by national data on student NAEP performance.  This first chart shows the 8th grade NAEP level distribution for all students (NAEP tests a sample of students and adjusts reporting to reflect the entire population, charts from here):

In 2011 42% were in the “Basic” level.  This is where the median and mean are.  If we are most concerned with the students who aren’t reading and can’t do simple math, that means moving them from “Below Basic” to “Basic.”  I have no problem with also monitoring “Proficient” and “Advanced,” but the heart of this is in the basic category.

Two more graphs to show a little more of this and transition to the goals being set.  This one shows the distribution of scores for those students not eligible for Free and Reduced Lunch:

The next is for Free Lunch students (NAEP reporting here does not combine Free and Reduced):

I’m not going to deny that the “proficiency” gap between these two groups of 28 points isn’t worthy of attention, but I will argue that the gap in “Basic” or above of 26 points and the gap of 22% in those reaching “Basic” are more important and more likely to be narrowed by the programs in in the Achievement Gaps Plan.  This is where the action should be and what we should be watching (if we are only going to watch one level).

If it isn’t already obvious from these charts, the 90% “Proficiency” in five years set as a goal in versions  1 and 2 is a pipe dream, like the Chicago Cubs winning the World Series.  No competent education professional familiar with NAEP cut scores and performance levels and MMSD would put this before the Board of Education for consideration, yet some combination of MMSD administrators signed off on it, twice.  Strike two.

The Next Pitch

I wanted to get this finished and posted before the 11/5 meeting, but I didn’t.  I also wanted to attend the meeting, but it is/was my son’s birthday.  I hope that some of these issues and some others were raised at the meeting (I’ll watch the video and find out).

There are many other issues, like the fact that the AVID section doesn’t appear to recognize that if the other “goals” are reached, the comparison group will be an upwardly moving target; that “Stakeholders” is most often defined as district staff and not students, parents or community members; that the Cultural Responsiveness work has no academic results attached to it; that in Madison — a Union Town — the Career Academy section has no role for organized labor in planning or implementation, but business interests have the best seats at the table (and some will be paid for being there, this is what you expect from Scott Walker, not MMSD);  and to repeat what was said above that much of this is documenting staff being busy and in many key places where measurement of one sort or another is called for the lines are blank or say ‘TBD.”   On this last (with the exception of the ACT where the mandated participation warrants holding off) , the idea of attaching a requirement to have an accountability plan was to have a plan, not a promise to come up with one at some future date.  I could go on (and on), but I think I’ve made the point that the quality of  thought and work that has gone into this by the administration thus far has been lacking in many areas.

It looks like another draft (the third pitch)  will be coming back to the Board on November 26th.   I very much hope that draft is much better than the work we have seen to this point.  I hope it isn’t strike three.  The administrators have demonstrated that they can make corrections when problems are pointed out to them (like the inecusable errors with ACT participation in the first draft), when they get good coaching from the Board.  That is a good thing, but expectations should be higher.  It isn’t the Board’s job to know the distribution of NAEP scores, and it certainly isn’t their job to educate the administration on this (it goes without saying that there is something very wrong when it falls to me — an interested community member  —  to point out their apparent ignorance in the very areas they are being paid to be experts in).   There needs to be some accountability here,  the Board and the community have a right to expect better work.  If we aren’t getting it from those now responsible, we need to find people who can provide it.   The Board is not going to make good decisions without good information. The improvements our students and community need and deserve are not going to happen without competent people at the top.  There needs to be some accountability.  The Board needs to hold the administration accountable , and we need to hold the Board accountable for doing that.

Three Board seats on the ballot in April 2013.  Could be a whole new ballgame.

Thomas J. Mertz

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