Leveraging Federal Stimulus Money for Education

Monday, April 27, 200910:30am – 11:45am PDTConference #: 800-240-3895Access Code: 7609

Agenda

Welcome and Introductions -- Kate Dickson, Foundations for a Better Oregon

American Recovery & Reinvestment Act (ARRA) -- Judy Wurtzel, Advisor to the Secretary, U.S. Department of Education Q & A

Oregon’s Agenda – Dr. Susan Castillo, Superintendent of Public Instruction, Oregon Department of Education Q & A

Important Roles for Foundations –Tom Carroll, President, National Commission on Teaching and America’s Future (NCTAF) Q & A

Today’s Participants Susan Castillo State Superintendent, ODE Judy Wurtzel U.S. Department of Education Cynthia Addams Collins Foundation Ginny Cornyn Cornyn Foundation Diane Tutch Diane Tutch Management Consultant Carol Dalu Ford Foundation Patricia Rau Goodman Family Foundation Chris Tebben Grantmakers for Education John Branam Grantmakers for Education Barbara Dibs Grantmakers for Education DeL'Aurore Kyly Grantmakers for Education Bruce Kelley Kelley Family Foundation Linda Warren Knowledge Learning Corp. Julia Novy-Hildesley Lemelson Foundation Jill Tucker Lemelson Foundation Peggy Reid Lemelson Foundation Doug Stamm Meyer Memorial Trust Sue Levin Meyer Memorial Trust Chuck Putney Miller Foundation Alice McCartor Miller Foundation

Today’s Participants (continued) Phil Weilerstein National Collegiate Inventors and Innovators

Alliance Mary Louise McClintock Oregon Community Foundation Laura Utman Oregon Community Foundation Nell Walkley Oregon Community Foundation Melissa Durham Oregon Community Foundation Belle Cantor Oregon Community Foundation Pat Burke Oregon Community Foundation Tara Siegman Oregon Community Foundation Jennesa Datema Oregon Community Foundation Scott Gibson Oregon Community Foundation Kathleen Cornett Oregon Community Foundation Linda Weisel Oregon Community Foundation Carol Reed PGE Foundation Christy Stockton Karen Smith NCTAF Tom Carroll NCTAF Merry Ann Moore FBO/Chalkboard Kate Dickson FBO/Chalkboard Kylie Grunow FBO/Chalkboard Matt Kinshella FBO/Chalkboard

Presentation to Foundations for a Better Oregon

Presentation to Foundations for a Better Oregon

Judy Wurtzel, Advisor / Consultant Judy Wurtzel, Advisor / Consultant to the Secretaryto the SecretaryU.S. Department of EducationU.S. Department of EducationApril 27, 2009April 27, 2009

Saving and Creating Jobs and Reforming Education

“In a global economy where the most valuable skill you can sell is your knowledge, a good education is no longer just a pathway to opportunity—it is a pre-requisite. The countries that out-teach us today will out-compete us tomorrow.” - President Barack Obama, February 24, 2009

Guiding Principles

Advance Core Reforms: Assurances

$44 Billion Released in April 2009 State Stabilization – $32.5 billion (67% based on

approvable application) Released April 1

IDEA, Parts B & C – $6.1 billion (50%) Title I, Part A – $5 billion (50%) Vocational Rehabilitation – $270 million (50%) Independent Living – $52.5 million (100% of formula

monies; $87.5 million in competitive grants to follow)

Released April 10 Homeless Youth – $70 million (100%) Impact Aid – $40 million (100% of formula monies; $60

million in competitive grants to follow)

Additional $49 Billion Becomes Available Later in 2009 Pell & Work Study – $17.3 billion (100%) State Stabilization – $16.1 billion (33%) IDEA , Parts B & C – $6.1 billion (50%)  Title I, Part A – $5 billion (50%) Title I School Improvement – $3 billion (100%) Enhancing Education through Technology – $650 million (100%) Vocational Rehabilitation – $270 million (50%) Statewide Data Systems – $250 million (100%) Teacher Incentive Fund – $200 million (100%) Teacher Quality Enhancement – $100 million (100%)

SFSF Incentive Fund: “Race to Top” and “Invest in What Works and Innovation” “Race to the Top” – $4.35 billion competitive grants to

States making most progress toward the assurances

“Investing in What Works and Innovation” – $650 million competitive grants to LEAs and non-profits that have made significant gains in closing achievement gaps to be models of best practices

2010 grant awards will be made in two rounds – late 2009, 2010

Saving and Creating Jobs and Reforming Education

“Now we have a choice—all of us—to get serious about education reform, to be honest with ourselves about what is and isn’t working. It starts by exposing the good, the bad, and the ugly—by celebrating what is right and good and successful—and by having the courage to change what is wrong for kids, for schools and for our future.”

- Secretary Arne Duncan, April 24, 2009

Accountability and Transparency

All ARRA funds must be tracked separately with the following reporting requirements: Quarterly reports on financial information and how

funds are being used Estimated number of jobs created Recipients must report information on sub-recipients

Reporting procedures being developed for use by states to capture required information

Transparency allows opportunity to quantify/define goals and mobilize support for improving results for all students

Proposed Metrics: Show How Schools Perform, Help Schools Improve (1 of 5)Overview of approach

Specific data metrics required on the four assurances Transparency on state progress toward reforms will

drive conversations and action Metrics available for public comment in the Federal

Register In application for phase two stabilization funds, states

will provide plan for collecting and reporting these data

Data Metrics: Show How Schools Perform, Help Schools Improve (2 of 5)Teacher effectiveness and ensuring that all schools have highly qualified teachers

Number and % of teachers in the highest-poverty and lowest-poverty schools in the state who are highly qualified

Number and % of teachers and principals rated at each performance level in each LEA’s teacher evaluation system

Number and % of LEA teacher and principal evaluation systems that require evidence of student achievement outcomes

Data Metrics: Show How Schools Perform, Help Schools Improve (3 of 5)Higher standards and rigorous assessments that will improve both teaching and learning

Most recent math and reading NAEP scores Action steps to improve assessments Valid, reliable measures for ELLs and students with

disabilities test in math and English Language Arts (ELA) % of ELLs and students with disabilities tested in math

and ELA Number and % of students who graduate and complete

one year of college

Data Metrics: Show How Schools Perform, Help Schools Improve (4 of 5)Intensive support, effective interventions, and improved student achievement in schools that need it the most For schools in restructuring status:

Number of schools that demonstrated substantial gains in achievement, closed, or consolidated

Number of schools initially in the bottom 5% that demonstrated substantial gains in student achievement, closed, or consolidated

Number and % of schools that have made progress in math and ELA

For charter schools: Number operating, number closed down for academic reasons, and presence of charter caps

Data Metrics: Show How Schools Perform, Help Schools Improve (5 of 5)Better information to educators and the public, to address the individual needs of students and improve teacher performance

Statewide data system includes elements of America COMPETES Act

All teachers in math and ELA in tested grades receive timely data and estimates of individual teacher impact on student achievement to inform instruction

Opportunities to Drive Results: State Level

Governor and Chief set vision, policy context, and provide support

Advance core reforms Reporting, transparency, and accountability Race to the Top Other ARRA grants: SFSF for Government Uses, Ed

Tech, Title I School Improvement, State Data Systems, Teacher Incentive Fund

Opportunities to Drive Results:District Level

Most ARRA funds flow directly to districts by formula Significant flexibility on use Support schools in effective use of funds Invest in What Works Innovation fund Reporting, transparency, and accountability

Opportunities to Drive Results:School Level

Significant new resources at school-level, especially highest poverty schools

Flexibility to apply ARRA funds to highest priority strategies and drive improved results

Target persistently low performing schools for intensive support and intervention

Reporting, transparency, and accountability

Potential Uses of ARRA Funds to Drive Long-Term Educational Reform and Improvement

Will the proposed use of ARRA funds: Drive results for students? Increase capacity? Accelerate reform? Avoid the funding “cliff” and improve longer-term

productivity? Foster continuous improvement?

Potential Uses of ARRA Funds to Drive Long-Term Educational Reform and Improvement (1 of 5)

Developing rigorous standards and high-quality assessments

Increase student participation in rigorous college and career courses

Develop and adopt valid and reliable formative assessment systems

Purchase or adapt high quality curriculum aligned to standards with embedded assessments

Potential Uses of ARRA Funds to Drive Long-Term Educational Reform and Improvement (2 of 5)

Improving teacher effectiveness and equitable distribution of highly qualified teachers

Restructure personnel procedures to improve teacher quality and fill hard-to-staff positions

Redesign professional development and train effective teachers as great coaches and mentors

Establish and implement a fair and reliable teacher evaluation system

Potential Uses of ARRA Funds to Drive Long-Term Educational Reform and Improvement (3 of 5)

Establishing data systems and using data for improvement Develop or enhance data systems that provide teachers

information on student progress Train educators to use data for decision-making to

improve instruction Implement online Individual Education Program (IEP)

aligned to standards

Potential Uses of ARRA Funds to Drive Long-Term Educational Reform and Improvement (4 of 5)

Turning around low-performing schools Close and re-open schools with new leadership and

staff, new instructional programs, and expanded learning time

Create summer programs and 9th grade academies so that students are equipped to succeed in algebra and college-preparatory classes

Launch a comprehensive literacy program

Potential Uses of ARRA Funds to Drive Long-Term Educational Reform and Improvement (5 of 5)

Improving results for all students Strengthen early learning programs Use technology to improve teaching and learning Increase student awareness of college and career

options and transition supports Invest in school modernization that advances up-to-date

science labs, energy efficiency, community, and early childhood facilities

Foundation Roles

Convening and partnershipsConvening and partnerships Public policy and Public policy and

communicationcommunication Capacity buildingCapacity building Knowledge developmentKnowledge development

AssurancesAssurances ARRA formula fundsARRA formula funds Race to the Top, Invest in Race to the Top, Invest in

What Works and Innovation What Works and Innovation Fund, Teacher Incentive Fund, Teacher Incentive

Fund, etcFund, etc. . . . . .

Saving and Creating Jobs and Reforming Education

“America’s economic security tomorrow is directly tied to the quality of education we provide today. This is our task. This is our challenge. Now let’s get to work.”

- Secretary Arne Duncan, March 20, 2009

More Information

ARRA Resources and Guidance: http://www.ed.gov/policy/gen/leg/recovery/index.html#appsSFSF

SFSF Questions: State.fiscal.fund@ed.gov IDEA Questions: IDEArecoverycomments@ed.gov Title I Questions: oese@ed.gov Inspector General Questions: rich.rasa@ed.gov Independent Living and Vocational Rehabilitation

Questions: RSARecoverActComments@ed.gov

SAVING AND CREATING JOBS AND REFORMING EDUCATION

Susan Castillo, Superintendent of Public Instruction Oregon Department of Education

The American Recovery and Reinvestment Act:

Historic, One-time Investment

Over $100 billion education investment Historic opportunity to stimulate economy and improve

education Success depends on leadership, judgment, coordination,

and communication

Guiding Principles

Advance Core Reforms: Assurances

FormulaFormula CompetitiveCompetitive

Expected Implementation Timeline

The Department of Education is expected to release Recovery Act funds in three general phases:

Phase IDistribution of the State Fiscal Stabilization Fund will be the first funds distributed to states within 2weeks of submission of applications filed by Governors.

Phase IIDistribution of Categorical Grant funding for existing programs, such as, Title I-A, IDEA, McKinney-Vento Homeless program, and Title IId instructional technology will follow release of the State Fiscal Stabilization Fund.

Phase IIIFunding for Competitive Grants, including the new state Race to the Top innovation grants and What Works incentive grant programs will likely be distributed later in the implementation process based on program criteria to be developed by the Department.

The Department of Education is moving rapidly to implement the Recovery Act, beginning with the state fiscal stabilization fund.

Oregon Impact State Fiscal Stabilization Fund

$570,246,373: 81.8% to K-20 $115.4M in 2008-09 rebalance for K-12 Remainder distributed in 09-11 biennium

Categorical Grants Title I $93.8M and $31.6M School Improvement IDEA $129M Part B; $7M early special education Homeless $1.5M Technology $6.1M

Competitive Grants Race to the Top - What Works Innovation Teacher Incentive Fund - Longitudinal Data Systems

Short-term Investments that Produce Lasting Results; Avoid “The Cliff” Maximize short-term investments with lasting results for:

students teacher, school, and district capacity for improvement

Minimize unsustainable ongoing commitments

Integrate coherent improvement strategies that are aligned with the core reform goals

State Fiscal Stabilization Fund for Education: Uses of Funds Education funds for elementary and secondary must run

through State’s primary funding formulae

LEAs may use funds for any activity authorized under ESEA, IDEA, Adult Ed, or Perkins, including modernization of school facilities and salaries to avoid teacher layoffs

LEAs encouraged to use funds for activities that advance progress on the assurances and drive lasting results without unsustainable recurring costs

State Fiscal Stabilization Fund for Education: Uses of Funds

Prohibited Uses: Maintenance Costs Purchase or Upgrade of Vehicles Athletic Stadiums or other Facilities that Charge

Admission to the Public Any Building that is Not Used for Services to Children,

such as, Separate Administration Buildings, Shops or Warehouses.

A Rare Opportunity

How can additional Title I and IDEA funds be used to build system capacity for addressing the instructional core and equity?

How can Districts and the State demonstrate decision making that is consistent with the principles of the centrality of the instructional core and equity? Intention.

How do we demonstrate “Resourceful Leadership” and strategic thinking with these resources?

SFSF Incentive Fund: “Race to Top” and “Invest in What Works and Innovation”

“Race to the Top”- $4.35 billion competitive grants to States making most progress toward the assurances

“Investing in What Works and Innovation” - $650 million competitive grants to LEAs and non-profits that have made significant gains in closing achievement gaps to be models of best practices

2010 grant awards will be made in two rounds - late Fall 2009, Summer 2010

Four Core Reforms

Rigorous Standards for All Linked to College and Work Force Readiness Proficiency-based instruction and diploma System alignment PK-12 Access to rigorous content What does “college-ready” look like and how will it be

assessed

Four Core Reforms

High Quality Teachers in Every School Preparation for proficiency-based instruction Response to diversity Teacher assignments to high need schools Intentional assignment of resources to support

teacher preparation University partnerships to sustain teacher preparation High quality professional development

Longitudinal Data Systems How can the use of Growth Measures enhance system

capacity to focus on the instructional core and equity? How can data be used across the entire system to link

K-12 to colleges and universities? How do we design feedback loops to guide and inform

the rigor and effectiveness of instruction. How do we enhance the usefulness of data to teachers

and parents?

Four Core Reforms

Schools in Need of Improvement What strategies are effective in assisting schools in

focusing on the instructional core and equity? How do we identify and expand the use of evidence-

based best practices? How do we build district and regional capacity to

support ongoing school improvement strategies?

Four Core Reforms

Accountability and Transparency

All ARRA funds must be tracked separately Quarterly reports on both financial information and how

funds are being used Estimated number of jobs created Subcontracts and sub-grants required to comply with the

Federal Funding Accountability and Transparency Act Reporting template being developed for use by States to

capture required information Transparency allows opportunity to quantify/define goals

and mobilize support for improving results for all students

The Latest Information

ODE has established a Stimulus website that is updated regularly

http://stimulus.k12partners.org

State has established a stimulus website that is updated regularly

http://oregon.gov/recovery/

Foundation RolesDr. Tom Carroll, President, NCTAF

Convening and partnershipsConvening and partnerships Public policy and Public policy and

communicationcommunication Capacity buildingCapacity building Knowledge developmentKnowledge development

AssurancesAssurances ARRA formula fundsARRA formula funds Race to the Top, Invest in Race to the Top, Invest in

What Works and Innovation What Works and Innovation Fund, Teacher Incentive Fund, Teacher Incentive

Fund, etc. . Fund, etc. . . .