EDAD 744 Public Education Finance Tuesdays, 5:00 – 7:30 p.m. Equivalent Online Sessions, Via Collaborate DEPARTMENT OF EDUCATIONAL PROFESSIONS FROSTBURG STATE UNIVERSITY Spring 2014 John L. Stoothoff, Ph.D. Coordinator of the Masters in A and S Program Department of the Educational Professions 60 West Washington Street, Hagerstown, MD 21740 Office Phone (240) 527-2736 Cell Phone (518) 369-7135 jlstoothoff@frostburg.edu The Frostburg State University website: www.frostburg.edu Administrative Assistant: Ms. Cameron Dennison Office: (240) 527-2738 E-Mail: cddennison@frostburg.edu Course Description The nature and scope of educational systems’ funding, support, and organization, primarily from the perspective of the central office leadership functions. Included are the associated activities of management, and position personnel. The supervisory functions of the financial aspects of the public school system enterprise. Knowledge of professional organizations, literature, legal supports, and ethics Course Goals or Purposes The identification, inspection, and review of – as well as interaction with extensive doctoral-level materials, as associated with educational systems’ funding, support, and organization. The inspection and analysis of the critically important auditing functions as they unite governmental standards with the large educational organization. The development of knowledge, skills, and dispositions necessary to apply leadership principles in the fiscal operations of the school system. The continued development of a thorough literature review for subsequent applications. Course Policies: 1. Attendance – in the form of Collaborate interaction and class period attendance - is expected for all such scheduled sessions. 2. Participation in class and online discussion is required. 3. Assignments are due on Blackboard/ online as posted. Late work may be subject to a grade reduction. 4. University Policies on Academic Dishonesty, Harassment, and Disruptive Student Behavior are fully applicable for this course. 1 5. Students with any type of recognized and confirmed disability that would require accommodations in assignments or assessment practices should provide written notification to the instructor by no later than the second class meeting. Students may request that this notification be provided to the instructor by the Office of Student Special Services. 6. A Course Policy of Special Note: Particular and specific expectations for upper graduate level work is in force. Required absolutely is the respectful consideration of the demands for the written communications of the school organization’s workplace in addition to those expectations of our University. Therefore, a high value is placed on what written work should look like for us. The gauging of “mechanics”, “presentation”, citation parlance, and “style” is taken seriously. Observe below the scoring mechanics, particularly for written assessments which are assigned. Office Hours: Office Hours: A wide variety of daily morning and afternoon office hours is offered per University regulation. However, an important reality is recognized: Unique to this program concentration, nearly all students are employed among leadership and/or teaching ranks in a three state region and will likely benefit from late afternoon and evening appointments. An even wider array of that order of appointment days and times is possible, including via phone, Skype, IVN, or email and Blackboard communication. Students are encouraged to utilize any of the contact points in order to arrange a time for meeting. Also, Ms. Dennison is fully prepared to assist us in getting together. Text: See enclosed bibliography Grading Scale A = 93% - 100% B = 84% - 92% C = 75% - 83% F = Below 75% (Percentages are rounded up from .5) Scoring Rubrics (percentages below multiplied by the assignment’s point value) Written Papers Content 75% Mechanics, style 20% References, citation 5% Presentations Content 75% Presentation 20% References, citation 5% Please note: The standard for our writing, unless otherwise specified, calls for a 12-point Times New Roman font, double spaced, with a 1½” left margin and 1” margin elsewhere. It is further expected that students will use American Psychology Association (APA) citation parlance for within-text citations and bibliographies. This particular segment on this page conforms to that model. 2 Assessments Assessment #1: (10 points) The ‘Bridge to Excellence’ Document Submit a two page written piece, which identifies twenty (20) potential questions or statements related to the document: MGT of America, Inc. An Evaluation of the Effect of Increased State Aid to Local School Systems Through the Bridge to Excellence Act Final Report (Volume I). Submitted to: The Maryland State Department of Education. December 19, 2008 Rule of Thumb? If these questions are answered or if the statements were to stimulate discussion either would increase our understanding of the meaning behind that report on a large infusion of money from the statehouse of Maryland to the public county school districts and to the City of Baltimore. Due: February 11, 2014 Assessment #2 (30 points) CFO Interaction A second key assessment requires the candidate to engage a regional chief finance professional in an interview centering on the findings of our two (2) independent audits. The outcome which is desired, is a central office-oriented one: our K-12 specialist Ed D candidate is now one who – at a minimum – demonstrates an appreciation of the skills of the supervisor of the chief finance officer (CFO) and the CFO himself or herself. If access to the CFO is unrealistic for this assessment, candidates are called upon to interview the role player or position holder who’s position resides on the organization chart as close to the CFO as possible. Implicit in this assessment is the need to use experiences with the audits to construct an interview format. Therefore, in addition to delivering that interview, you are to report on that interview using our Course tools: Journal function in Blackboard. Include the interview device you have constructed in your submittal. Due: March 18, 2014 Assessment #3: (100 points) This is a three part assessment. Assessment #3, Part 1: (50 points) Each student is responsible for leading a presentation on the ways in which their dissertation topic may unite with any manner among the business functions. Most notably these functions could include resource identification and procurement, management in an era of resource or funding scarcity, local public policy, regional, statewide, or national public policy, accounting, budgeting, or the many non-instructional ancillary services, for which school districts are noted. This “uniting” may be viewed as having demonstrable links to the large education organization’s business functions and the large organization’s 3 environmental realities. The presentation is to be the full class meeting, online. Each presenter will be provided their own Collaborate moderator’s link for the purpose of heir session. Students are at liberty to take as much time as will be needed. However, sixty (60) minutes will be the recommended length. In no way will the requirement be for a two and one half hour Collaborate. Presentation : Due per schedule. Assessment #3, Part 2: (25 points) The presentation will be particularly viewed regarding the student’s inclusion of references which will likely inform the review of the literature of their dissertation’s chapter 2. A reference listing of the cited works will be due no later than May 6. Assessment #3, Part 3: (25 points) Each student will be required to construct a response in Blackboard: Course tools- Journal, regarding each fellow K-12 cohort student’s presentation. This response will be for the purpose of constructively reacting to each fellow student. Since the course Tools: Journal function is simply a one-on-one/student-to- instructor feature, the instructor will have first opportunities for assessing such posts for levels of constructive criticism before distributing them to presenters. Four Journals due; May 13 Assessment # 4: (30 points) Two Page Synopsis Writing Students continue in their demonstration of progress in the area of synopses-writing, the likes of which will be needed for ‘Chapter 2’ purposes. Each of the specified focus articles are to be the subject of student reaction, except one (1). Two-page synopses of the focus pieces are due beginning February 11, at a two (2) week lag. For example, this means a two-page synopsis of the ‘MGT’ /’Thornton’ report is not due until February 11. For the semester, six (6) synopses are expected. Each synopsis will be graded on a 30-point scale. Those six grades will be converted to reflect the 30 course points to be awarded. This provides the instructor with an opportunity to not be held to mathematical averaging, necessarily. Due: Per Schedule. Last one due: May 13 Assessment #5: (30 points) General Class Participation Uses problem-solving skills and knowledge of strategic, long-range, and operational planning Grades in this category for an online Blackboard-and Collaborate-based course delivery of minimal face-to-face opportunities are enhanced when students respond accurately to Collaborate “spot requests”, when they interact accurately in Blackboard functions, when they articulate requests for clarification and when they are timely with assigned submittal requirements. Similarly, ‘Participation’ assessments are enhanced when it is evident during the limited f2f class settings that the student demonstrates seriousness about their approach to the topics at hand, including an ease at referencing back to assigned or supplemental reading material. 4 The professor’s ‘Participation’ identifications are due immediately following the final class meeting of May 13 Class Mtg Date TOPIC Welcome to EDAD 744 , Public School Finance Week 1 T. Jan. 28 Welcomes, Introductions, and Answers to Questions A Review of the Syllabus Additional Background and Reflection Focus Article for This Week: MGT of America, Inc. An Evaluation of the Effect of Increased State Aid to Local School Systems Through the Bridge to Excellence Act Final Report (Volume I). Submitted to: The Maryland State Department of Education. December 19, 2008 You receive your Pennsylvania and Maryland Audits Focus Article for the Week Week 2 T. Feb 4 Maryland State Department of Education (2009) Financial reporting manual for Maryland public schools, Maryland State Department of Education, Baltimore, MD 21201, www.marylandpublicschools.org The Collaborate: Additional Background ‘Focus Article for the Week’. Week 3 T. Feb. 11 Mensah, Yaw M., Schoderbek, Michael P.and Werner, Robert H.(2009) The Collaborate Additional Background: the way I might conduct it - of an audit. A review – Focus Articles for the Week: Please read each. However, you have a choice as to which to submit for synopsis: Week 4 T. Feb. 18 Lina ,Tin-Chun and Quayesb, Shakil. (2006) Moon, Sangho, Stanley, Rodney E., and Shin, Jaeun (2005) MacIver, Martha Abele and MacIver, Douglas J. (2006) 5 The Collaborate Additional Background: A view of Stoothoff (1985) where school choice, vouchers, and “public vs. ‘non-public’ and ‘private’ ” battles dotted the landscape. Focus Article for the Week Week 5 T. Feb.25 Bireda, Saba. (2011) Stoothoff and Budgeting: Pt. 1 Prepare with your own overview of the popular budget your county, or your organization, Christine, is advancing this season. Stoothoff provides you with a little textbook exercise, just for central officers “Stupid” T. Mar. 4 Week 6 W. F F Audit Night O n Mike Manspeaker, CPA, Smith Elliott Kearns, l Hagertown, MD andiStoothoff , with you – in the real to review those audits. n e We’ll work from your questions and we’ll expect it to help the conducting of your CFO interaction. Week 7 T. Mar. 11 Eger, Robert J. III and McDonald, Bruce D. III (2012) Stoothoff and Budgeting: Pt. 2 We look in to see how you did. Week 8 T. Mar. 18 Week 9 T. Mar. 25 No Class Activity: FSU’s Spring Break. You catch your breath and I’ll catch mine! Assessment #3, Part 1: Michelle 6 T Week 10 April 1 Assessment #3, Part 1: Christine Week 11 T. Apr. 8 Assessment #3, Part 1: Jane Week 12 T Apr. 15 Online Week 13 Assessment #3, Part 1: Eric No Class Meeting: Local School District Spring Recesses (And, yes, T. Apr 22 I know all about the snowy weather of early 2014!) Week 14 T. Apr. 29 Week 15 T. May 6 Assessment #3, Part 1: Molly Stoothoff’s Wrap Up Visit Focus Article for the Week Booher-Jennings, Jennifer. (2005) References Bireda, Saba. (2011) Funding education equitably: The “Comparability Provision” and the move to fair and transparent school budgeting systems. The Center for American Progress March Booher-Jennings, Jennifer. (2005) Below the bubble: "Educational Triage" and the Texas accountability system. American Educational Research Journal; 42:2; ProQuest Education Journals, pg. 231 Council of Great Cities Schools. (2012) Managing for results in America’s great city schools, 2 A report of the performance measurement and benchmarking project, October. Chatterji, Madhabi (2004) Evidence on "What Works": An argument for extended-term mixedmethod (ETMM) evaluation designs. Educational Researcher; 33:9; ProQuest Education Journals, pg. 3 7 Eger, Robert J. III and McDonald, Bruce D. III (2012) Moving toward comparability: Assessing per student costs in K-12. Journal of Public Budgeting, Accounting and Financial Management 24 (4), pp. 609-638 Winter. Floden, Robert E. and Weimer, Stephen S. (1978) Rationality to ritual: The multiple roles of evaluation in governmental processes. Policy Sciences 9 pp. 9-18. Hoy, W.K. and Miskel, C. G. (2005) Educational administration: Theory, research, and practice. (7th ed.) New York: McGraw-Hill. Lina ,Tin-Chun and Quayesb, Shakil. (2006) The impact of local taxes on public school performance: the case of Pennsylvania. Applied Economics Letters, 13, 423–426 ISSN 1350–4851 print/ISSN 1466–4291 online http://www.tandf.co.uk/journals DOI: 10.1080/13504850500397635 MacIver, Martha Abele and MacIver, Douglas J. (2006) Which bets paid off ? Early findings on the impact of private management and K-8 conversion reforms on the achievement of Philadelphia students. Review of Policy Research, 23: 5 (2006) Marino, Jay.(2011) A study of school boards and their implementation of continuous improvement practices, The Journal for Quality and Participation, pp.27-32 www. asq. org/pub/jqp. July Maryland County, A: Independent Audit for 2013, TBA Maryland State Department of Education (2009) Financial reporting manual for Maryland public schools, Maryland State Department of Education, Baltimore, Maryland 21201 www.marylandpublicschools.org Mensah, Yaw M., Schoderbek, Michael P.and Werner, Robert H.(2009) A methodology for evaluating the cost-effectiveness of alternative management tools in public-sector institutions: An application to public education. Journal of Management Accounting Research, 21, pp. 203-239 MGT of America, Inc. An Evaluation of the Effect of Increased State Aid to Local School Systems Through the Bridge to Excellence Act Final Report (Volume I). Submitted to: The Maryland State Department of Education. December 19, 2008 Moon, Sangho, Stanley, Rodney E., and Shin, Jaeun (2005) Measuring the impact of lotteries on state per pupil expenditures for education: Assessing the national evidence. Review of Policy Research, 22: 2. 8 Patton, M.Q.(2003) Qualitative evaluation checklist. Evaluation Checklists Project www.wmich.edu/evalctr/checklists Patton, M. Q. (2002). Utilization-focused evaluation checklist. Retrieved September 9, 2002, from The Evaluation Center, Evaluation Checklists Web site: www.wmich.edu/evalctr/checklists/ Pennsylvania School District, A: Independent Audit for 2013, TBA School Turnaround Group, Mass Insight Education (September 2010). Evaluating School Turnaround: Establishing Benchmarks and Metrics to Assess School Turnaround. Scriven, Michael. (1994) Duties of the teacher. Journal of personnel evaluation in education, 8 (2) pp.151-184). Scriven, M. (2004) Key evaluation checklist.http://www.wmich.edu/evalctr/checklists/. Shakrani, Sharif M. (2010) School District Consolidation Study in 10 Michigan Counties: Is district consolidation cost effective? What is the alternative to consolidation? Education Policy Center at Michigan State University, Working Paper # 15 Michigan State University, September 3, 2010. Sommerfield, Meg. (2011) Partnering for Compensation Reform: Collaborations between Union and District Leadership in Four School Systems. The Center for American Progress, June. March Stufflebeam, Daniel L. and Shinkfield, Anthony J. (2007) Evaluation, theory, models, and applications, 1st edition. San Francisco: Jossey-Bass Travers, Jonathan and Ferris, Kristen (2011) Realigning resources for district success: Duval County Public Schools: Final report, Education Resource Strategies, September. U.SD.o.E. (2013) Race to the top: Maryland report: Year 2: School year 2011– 2012 U.S. Department of Education Washington, DC 20202, February1. Webb, L.D. and Norton, M.S. (2009). Human resources administration: Personnel issues and needs in education, Upper Saddle River, NJ: Pearson Zantal-Wiener, K., & Horwood, T. J. (2010). Logic modeling as a tool to prepare to evaluate disaster and emergency preparedness, response, and recovery in schools. In L. A. Ritchie & W. MacDonald (Eds.), Enhancing disaster and emergency preparedness, response, and recovery through evaluation. New Directions for Evaluation, 126, 51–64. 9 10