+1 862 207 3288 Based upon the facts of the case study (See Appendix F) and data that your instructor will provide, you are to take the funds allotted by category and allocate those funds to the schools in District 5. You can designate the schools as follows: Elementary Schools (14) as E1, E2, …, E14; Middle School (5) as M1, M2, …, M5; and High Schools as H1, H2, and H3.
Under No Circumstances Can You Exceed Your Total Budget!
The only fund that you have with any flexibility in transferring funds from one account to another is the AT-RISK account. You can use some of the money to address at-risk needs and the remainder can be transferred to any other account to offset deficits in those accounts.
Once you have allocated the funds to each school, you should write a brief (approximately 5 pages) explanation for the rationale you used to allocate the funds. Be sure to address class size and other factors you considered when making your allocations.
The following information will help you understand the data necessary to complete the allocation of funds to the schools in District 5. You may leave a modest fund balance in your total allocation ($1.0 million or less) but you may not exceed your total allocation.
School Grade Levels # of Students Instructional Staffing Staff Development Instructional Supplies Administrative Support At-Risk Total Balance
# of Teachers # of Teacher Assistants # of Principals # of APs Clerical Support
E1 K-5 483 0 0 $0 0 0 0 $0 $0 $40,345,388
E2 K-5 373 0 0 $0 0 0 0 $0 $0
E3 K-5 467 0 0 $0 0 0 0 $0 $0
E4 K-5 467 0 0 $0 0 0 0 $0 $0
E5 K-5 653 0 0 $0 0 0 0 $0 $0
E6 K-5 467 0 0 $0 0 0 0 $0 $0
E7 K-5 490 0 0 $0 0 0 0 $0 $0
E8 K-5 523 0 0 $0 0 0 0 $0 $0
E9 K-5 397 0 0 $0 0 0 0 $0 $0
E10 K-5 420 0 0 $0 0 0 0 $0 $0
E11 K-5 467 0 0 $0 0 0 0 $0 $0
E12 K-5 350 0 0 $0 0 0 0 $0 $0
E13 K-5 482 0 0 $0 0 0 0 $0 $0
E14 K-5 486 0 0 $0 0 0 0 $0 $0
M1 6-8 715 0 0 $0 0 0 0 $0 $0
M2 6-8 725 0 0 $0 0 0 0 $0 $0
M3 6-8 717 0 0 $0 0 0 0 $0 $0
M4 6-8 713 0 0 $0 0 0 0 $0 $0
M5 6-8 654 0 0 $0 0 0 0 $0 $0
H1 9-12 1013 0 0 $0 0 0 0 $0 $0
H2 9-12 1250 0 0 $0 0 0 0 $0 $0
H3 9-12 738 0 0 $0 0 0 0 $0 $0 0
Total # 0 0 0 0 0
Total Dollars $0 $0 $0 $0 $0 $0
Budget Dollars $31,718,048 $63,468 $888,105 $3,552,421 $4,123,346 $40,345,388
Balance $31,718,048 $63,468 $888,105 $3,552,421 $4,123,346 $40,345,388
Instructions for Final Project
Case Study Assignment –District Five
District 5 – Budget Allocations
You have $40,345,388 to spend for the District 5 budget.
There are two parts to the Case Study.
Part 1: Prepare the District 5 budget by using the District 5 Spreadsheet which can be found in the Case Study Assignment in the BlackBoard menu.
Based upon the facts of the case study, you are to take the funds allotted by category and allocate those funds to the schools in District 5. You can designate the schools as follows: Elementary Schools (14) as E1, E2,…, E14; Middle School (5) as M1, M2, …, M5; and High Schools as H1, H2, H3.
Part 2: Prepare, in an essay, your proposed formulas for allotting the five categories of funds among the schools in District 5,justifying how your formulas are the most equitable methods of distributing funds including scholarly research. You may use previous years as the basis for one or more of your formulas.
Under No Circumstances Can You Exceed Your Total Budget!
The only fund that you have with any flexibility in transferring funds from one account to another is the AT-RISK account. You can use some of the money to address at-risk needs and the remainder can be transferred to any other account to offset deficits in those accounts.
Once you have allocated the funds to each school, you should write a brief (5 – 8 pages) explanation for the rationale you used to allocate the funds. Be sure to address class size and other factors you considered when making your allocations.
The following information will help you understand the data necessary to complete the allocation of funds to the schools in District 5. You may leave a modest fund balance in your total allocation ($1.0 million or less) but you may not exceed your total allocation.
Case Study Facts
The state funds five school districts. In this project you are only responsible for funding schools in District Five. In the past, the State has funded each district on a lump sum basis for regular current expenses, for exceptional children, and for capital outlay, using ADM as the basis of allotting the funds. Due to the threat of a funding equity lawsuit, the General Assembly has ordered DPI to allot the regular current expense funds categorically for the next budget year. The General Assembly will postpone dealing with exceptional children and capital outlay funding equity until a future year.
Below are the five categories of allotments designated by the General Assembly and some general information.
Instructional Staffing: $31,718,048 is available in this category.
The state-wide average teacher salary, including local contributions to those salaries, is $35,000. Federal/state-mandated benefits add 16% plus $2,000 annually to the cost of each position (total cost for an average teacher of $42,600). Funds in the instructional staffing category can be used for classroom teachers, teacher specialists, counselors, media coordinators, psychologists, social workers, nurses, and teacher assistants. All of these have the same average salaries except teacher assistants, who cost 50% as much as a teacher.
Staff Development: $63,468 is available in this category.
Instructional Supplies, Materials, and Equipment: $888,105 is available in this category.
This category funds the following: textbooks, media center books, supplies, and equipment, as well as classroom supplies and equipment.
School Administration/Support: $3,552,421 is available in this category.
This category funds principals, assistant principals, school office clerical staff, and building level office supplies and equipment. The average principal earns 170% more than the average teacher (12 months of employment), the average assistant principal earns 120% more, and the average clerical support earns 60% of that of the average teacher.
At-Risk: $4,123,346 is available in this category.
This is the category intended to “level the playing field.” The General Assembly has directed that all districts must receive some of this money. Since none of the other allotments included any increases for salaries or student enrollment growth, these funds may be used to supplement other categorical funds. This is the category that where you have some flexibility. Be aware of the schools that house exceptional children and ESL children. They are as follows: EC students are in E1, E7, M1, M2, and H1; ESL students are in schools E13, E14, M3, M4, and H1. Exceptional children students are identifies on the Grade Level Enrollment tab of the simulation spreadsheet.
Heading Subheading Type of Information given or required
School None The represents the type of school such as elementary, middle school or high school. Rows 3-16 represent elementary school E1-E14; rows 17-21 represent middle schools M1-M5; rows 22-24 represent high schools H1-H3
Grade Level None This column gives the grade level configuration for the school.
Number of Students None This represents the total number of students in the school. If you will refer to page 2 of the spreadsheet (tab label –Grade Level Enrollment) you will see the distribution of students by grade level.
Instructional Staffing Number of Teachers Place the total number of teachers that will be allocated to this school under this heading. Remember that Instructional staffing has two (2) components teachers and teacher assistants.
Instructional Staffing Number of Teacher Assistants Place the total number of teacher assistants that will be allocated to the school.
Staff Development None Place the total amount of staff development dollars allocated to this school. Round the allocation off to the nearest dollar and do not put dollar signs or commas in your in the box the program will do that for you. Example if you are going to enter $2,000 then you would key 2000.
Heading Subheading Type of Information given or required
Instructional Supplies None Place the total amount of instructional supply funds allocated to this school. Round the allocation off to the nearest dollar and do not put dollar signs or commas in your in the box the program will do that for you. Example if you are going to enter $2,000 then you would key 2000.
Administrative Support Number of Principals Administrative support has three (3) categories that require funding, principals, assistant principals and administrative clerical support. In this column place the number of principals that will be allocated to this school.
Administrative Support Number of Assistant Principals Enter the total number of assistant principals allocated to this school.
Administrative Support Number of Administrative Clerical Support Personnel Enter the total number of administrative support personnel allocated to this school.
At-Risk Funding None Enter the total amount of at risk funds allocated to this school. Once adequate at risk funding is provided to at-risk students the funds can be used to supplement other categories. You need to worry about exceeding individual accounts as long as you have adequate funds in the at-risk funds to cover the overage. The distribution of ESL students is isolated to schools E13, E14, M3, M4 and H1. This means that those schools would require additional funds to serve the at-risk students. Placement of exceptional children students can be viewed on the Grade Level Enrollment tab.
Balance None This figure will give you a running balance of your total funds. As you make your allocations that number will be reduced and will turn red if you exceed your funds.
Explanation of rows.
Row(s) Description
1 Headings for each of the funding categories
2 Subheadings for funds that have more than 1 category of funding
3-24 Represent individual schools
25 Represents total number of personnel allocated by category.
26 Represents the conversion of total number of people into dollars.
27 Represents the budgeted amount in specific categories for the district
28 Represents the balance in each category for the district. You may exceed the budget in individual accounts as long as you do not exceed the total number of dollars in the total district budget.
District 5 Funding Model
District 5:
2014-2015 State Funding – $43,885,467
Average Daily Membership (ADM) 2013-2014 – 13,450; 2014-2015 – 13,050
# of elementary schools 14
# of middle schools 5
# of high schools 3
# of alternative schools 0
# of special schools 0
% free or reduced priced lunch 48%
% LEP and ESL 0.5%
% with multiple handicaps 0.5%
Per-pupil county appropriation $1,000
Average per-capita income $15,650
Average age of classroom facilities 42 years
Salary factor 95%
Annual student growth rate -3.0%
Rural, suburban, or urban Rural
Discussion Post #9
**Funding Models for Discussion Post #9**
District 1: 2014-2015 State Funding – $213,391,044
Average Daily Membership (ADM) 2013-2014 – 65,400; 2014-2015 – 64,100
# of elementary schools 58
# of middle schools 23
# of high schools 14
# of alternative schools 2
# of special schools 1
% free or reduced priced lunch 62%
% LEP and ESL 8%
% with multiple handicaps 4%
Per-pupil county appropriation $1,500
Average per-capita income $15,800
Average age of classroom facilities 40 years
Salary factor 96%
Annual student growth rate -2.0%
Rural, suburban, or urban Urban
District 2: 2014-2015 State Funding – $125,946,396
Average Daily Membership (ADM) 2013-2014 – 38,600; 2014-2015 – 40,850
# of elementary schools 31
# of middle schools 11
# of high schools 8
# of alternative schools 2
# of special schools 3
% free or reduced priced lunch 12%
% LEP and ESL 3%
% with multiple handicaps 6%
Per-pupil county appropriation $2,000
Average per-capita income $18,900
Average age of classroom facilities 18 years
Salary factor 105%
Annual student growth rate +5.8%
Rural, suburban, or urban Suburban
District 3: 2014-2015 State Funding – $109,305,810
Average Daily Membership (ADM) 2013-2014 – 33,500; 2014-2015 – 34,200
# of elementary schools 27
# of middle schools 10
# of high schools 5
# of alternative schools 2
# of special schools 2
% free or reduced priced lunch 32%
% LEP and ESL 4%
% with multiple handicaps 4%
Per-pupil county appropriation $2,500
Average per-capita income $19,250
Average age of classroom facilities 22 years
Salary factor 102%
Annual student growth rate +2.1%
Rural, suburban, or urban Rural-Suburban
District 4: 2014-2015 State Funding – $78,471,783
Average Daily Membership (ADM) 2013-2014 – 24,050; 2014-2015 – 23,850
# of elementary schools 25
# of middle schools 8
# of high schools 6
# of alternative schools 1
# of special schools 0
% free or reduced priced lunch 28%
% LEP and ESL 1%
% with multiple handicaps 1%
Per-pupil county appropriation $1,200
Average per-capita income $16,700
Average age of classroom facilities 31 years
Salary factor 98%
Annual student growth rate -0.8%
Rural, suburban, or urban Rural
District 5:
2014-2015 State Funding – $43,885,467
Average Daily Membership (ADM) 2013-2014 – 13,450; 2014-2015 – 13,050
# of elementary schools 14
# of middle schools 5
# of high schools 3
# of alternative schools 0
# of special schools 0
% free or reduced priced lunch 48%
% LEP and ESL 0.5%
% with multiple handicaps 0.5%
Per-pupil county appropriation $1,000
Average per-capita income $15,650
Average age of classroom facilities 42 years
Salary factor 95%
Annual student growth rate -3.0%
Rural, suburban, or urban Rural
