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Weighted Student
Funding:
An Overview
Historical Context
• Prior to 1977, WA state had a weighted student funding formula
• Pupils received a base amount + additional dollars for specific
categoricals
• Categories: Urban, Rural, Racially-Disadvantaged (URDs)
• Special education received an 8% additional amount – number
randomly chosen
• Vocational education also received an additional amount
Historical Context – Genesis of Staff Mix
• 1965 Collective Bargaining Agreement was the basis
• The most active WEA members in this effort were those with the most
seniority and served on the committee which developed the Agreement.
• At the time, it was relatively rare to have a Master’s degree and there were
very few continuing education programs
• Committee developed a # of years + # of degrees staffing system
• Master’s degree was used as the benchmark for salary increases
• Result: Incentivized earning a Master’s and led to a proliferation of
“continuing education” programs and degrees of varying quality.
Historical Context – 1977 Basic Education Act
(Doran Decision)
• Recognition of the Constitutional language for fully funding basic education
(paramount duty clause)
• The state took over funding salaries at this time and created the current state
salary schedule
• State and local levy dollars were being co-mingled to pay salaries
• Created staffing ratios based on a review of districts that regularly passed
levies (the more affluent ones) – determined ratio of 50:1
• Took the average of Seattle & Bellevue salaries and made that the base salary
• This was a significant increase for most of the rest of the state
• Levies were then limited to 10% - for enhancements, not salaries
Historical Context – 1977 Basic Education Act
(Doran Decision)
• Grandfathering Issue
• Affects both salaries and levies
• Have not been able to confirm when/how this came about – only anecdotal
• Was in place by 1977
• Premise was to “do no harm” in either situation
• Everett was already an outlier – woul dhave cost too much to get every
district to their base level (used the Seattle/Bellevue agerage)
• Intent was to hold Everett salaries constant while increasing salaries for
everyone over time (concept of “Y-ing out” in the budget)
• Didn’t last – political – legislators in the area had the votes to block this
Effects of Current Funding System
• Dollars are allocated by a base amount + staff ratio mix (# of years + #/level
of degrees) + categoricals (LAP, TBIP, SPED, CTE, Gifted)
• IMPORTANT: Categorical amounts are also allocated based on the staff ratio mix
• The longer a teacher has been a teacher, and the higher their level of
education, the higher the state allocation is for that person
• Dollars follow the teacher
• Strong correlation between most senior teachers teaching in the most
affluent, lowest needs schools
Effects of Current Funding System
RESULT…..
• Highest needs schools tend to be taught by the most
junior teachers
• Allocation system compounds the funding inequities by
distriuting categorical funding (LAP, TBIP, SPED, CTE,
Gifted) based on staff mix
Why WSF as an Alternative?
• It is an allocation model where the dollars follow the student
• Base allocation for all children + an amount for whatever their specific needs are under the
allocation system
• State determines what categories will get these additional funds
• Staffing at buildings is determined by student needs – because that is what is being funded
• It is closing achievement gaps in other states because resources are being driven
out based on student needs
• WA state’s achievement gaps are not closing under the current allocation model
• IMPORTANT: This is a separate issue from McCleary and teacher compensation
• WSF is simply HOW whatever money in the system is allocated
Seattle’s Experience with WSF
• Early 2000’s: The district recognized disparites in funding in their schools by doing an
equal distribution of their allotments between their high and low need schools
• They developed a very basic, easily understood system with a base allocation for
every school + additional funds based on FRL, ELL and elementary grade levels
• Push-back from affluent parents who felt they were getting less for their kids caused
the district to revise the formulas and they became increasingly complex.
• The Central Office staff responsible for figuring out and distributing ever-increasingly
complex formulas said it was too expensive with the staff time required and
decentralized district/building structure to continue the system. It was abandoned in
2007.
(Baker, B. (2009). Within-district resource allocation and the marginal costs of providing equal educational
opportunity: Evidence from Texas and Ohio. Education Policy Analysis Archives Volume 17, Number 3. Pgs 1-31)

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Weighted Student Funding Overview

  • 2. Historical Context • Prior to 1977, WA state had a weighted student funding formula • Pupils received a base amount + additional dollars for specific categoricals • Categories: Urban, Rural, Racially-Disadvantaged (URDs) • Special education received an 8% additional amount – number randomly chosen • Vocational education also received an additional amount
  • 3. Historical Context – Genesis of Staff Mix • 1965 Collective Bargaining Agreement was the basis • The most active WEA members in this effort were those with the most seniority and served on the committee which developed the Agreement. • At the time, it was relatively rare to have a Master’s degree and there were very few continuing education programs • Committee developed a # of years + # of degrees staffing system • Master’s degree was used as the benchmark for salary increases • Result: Incentivized earning a Master’s and led to a proliferation of “continuing education” programs and degrees of varying quality.
  • 4. Historical Context – 1977 Basic Education Act (Doran Decision) • Recognition of the Constitutional language for fully funding basic education (paramount duty clause) • The state took over funding salaries at this time and created the current state salary schedule • State and local levy dollars were being co-mingled to pay salaries • Created staffing ratios based on a review of districts that regularly passed levies (the more affluent ones) – determined ratio of 50:1 • Took the average of Seattle & Bellevue salaries and made that the base salary • This was a significant increase for most of the rest of the state • Levies were then limited to 10% - for enhancements, not salaries
  • 5. Historical Context – 1977 Basic Education Act (Doran Decision) • Grandfathering Issue • Affects both salaries and levies • Have not been able to confirm when/how this came about – only anecdotal • Was in place by 1977 • Premise was to “do no harm” in either situation • Everett was already an outlier – woul dhave cost too much to get every district to their base level (used the Seattle/Bellevue agerage) • Intent was to hold Everett salaries constant while increasing salaries for everyone over time (concept of “Y-ing out” in the budget) • Didn’t last – political – legislators in the area had the votes to block this
  • 6. Effects of Current Funding System • Dollars are allocated by a base amount + staff ratio mix (# of years + #/level of degrees) + categoricals (LAP, TBIP, SPED, CTE, Gifted) • IMPORTANT: Categorical amounts are also allocated based on the staff ratio mix • The longer a teacher has been a teacher, and the higher their level of education, the higher the state allocation is for that person • Dollars follow the teacher • Strong correlation between most senior teachers teaching in the most affluent, lowest needs schools
  • 7. Effects of Current Funding System RESULT….. • Highest needs schools tend to be taught by the most junior teachers • Allocation system compounds the funding inequities by distriuting categorical funding (LAP, TBIP, SPED, CTE, Gifted) based on staff mix
  • 8. Why WSF as an Alternative? • It is an allocation model where the dollars follow the student • Base allocation for all children + an amount for whatever their specific needs are under the allocation system • State determines what categories will get these additional funds • Staffing at buildings is determined by student needs – because that is what is being funded • It is closing achievement gaps in other states because resources are being driven out based on student needs • WA state’s achievement gaps are not closing under the current allocation model • IMPORTANT: This is a separate issue from McCleary and teacher compensation • WSF is simply HOW whatever money in the system is allocated
  • 9. Seattle’s Experience with WSF • Early 2000’s: The district recognized disparites in funding in their schools by doing an equal distribution of their allotments between their high and low need schools • They developed a very basic, easily understood system with a base allocation for every school + additional funds based on FRL, ELL and elementary grade levels • Push-back from affluent parents who felt they were getting less for their kids caused the district to revise the formulas and they became increasingly complex. • The Central Office staff responsible for figuring out and distributing ever-increasingly complex formulas said it was too expensive with the staff time required and decentralized district/building structure to continue the system. It was abandoned in 2007. (Baker, B. (2009). Within-district resource allocation and the marginal costs of providing equal educational opportunity: Evidence from Texas and Ohio. Education Policy Analysis Archives Volume 17, Number 3. Pgs 1-31)