Oregon Department of Education
DRAFT
Budget Implementation
Report for Operations
2011-13
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TABLE OF CONTENTS
Executive Summary………………………………………………………….……....……….3
Introduction…………………………………………………………………....………….….5
Section 1: Overview of the 2011-13 Legislatively Adopted Budget
Department-wide Budget……………………………………………………….….……6
Operations Budget……………………………………………………...…….…….…...8
Staffing……………………………………………………………………………..……9
Section 2: Factors Affecting Implementation of the 2011-13 Operations Budget
2011 Legislation……...…………………………………………………..…………….10
Other Priorities and Initiatives……………………………………………………..…..13
Section 3: Implementation of the 2011-13 Operations Budget
Core Principles….…………………………….........………….………………………17
Implementation of Legislative Directives…………….….…………..………..……….17
Efficiencies……………………………………………………...……………….…….19
Decreased Mandates and Reporting………….………………………………...……....20
Other Actions…………………………………..……………………………...……….21
Operations Programs and Functions in 2011-13……..……………………...….….…22
Section 4: Supplemental Information
Appendix A: Limited Duration Positions…………………….………………….….…31
Appendix B: Temporary Staff………………………………….………….…..………34
Appendix C: Double-filled Positions…………………………….….………..…….…36
Appendix D: Contracted Professional Services…………………….………..…..……37
Appendix E: List of Legislatively Approved Budget Reductions………….….….…….43
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EXECUTIVE SUMMARY
The 2011 Legislative Assembly adopted a $7.45 billion budget for the Oregon Department of Education
(ODE) for 2011-13. Of this amount, over 98% is passed through to school districts, education service
districts, and other educational service providers. About 2% is used for ODE operations.
ODE’s Operations budget approved by the Legislature includes a $10.2 million – or 25% - reduction in
General Fund (GF) support from the 2011-13 current service level budget. The Legislature acknowledged
the challenges inherent in this reduction and requested a report on the agency’s strategy for implementing
its Operations budget.
The ODE Operations Budget
Of the $114.4 million budgeted for operations, $5 million is set aside for the settlement of a legal
judgment, leaving $109.4 million for day-to-day operations. The $109.4 million is made up of $31.6
million from the state General Fund, $58.3 million from federal funds, and $19.5 million from other
funds.
To manage the General Fund budget reductions and exclude certain activities from reductions as directed,
ODE applied core principles and focused its efforts as outlined in this report. It continues to shift costs to
federal programs and funding sources. Twelve years ago, the General Fund supported 57% of ODE’s
operational expenditures, and federal funds supported 30%. Now, the General Fund supports 29% of
ODE operations and federal funds support 53%. Through careful management, the use of federal funds
has mitigated the overall impact of state reductions on programs. However, federal dollars must be spent
on certain programs and subsequent (new) requirements. The new work and spending restrictions mean
that work of the agency to implement state policy has been reduced.
Initiatives & Priorities
A priority for the Oregon Department of Education has been to assist in the successful implementation of
legislation enacted by the 2011 Legislature. Working on the Legislature’s and the Governor’s priorities
has taken a significant portion of the agency’s resources in the first six months of this biennium.
A priority for school districts and the department has been to secure a waiver from the federal No Child
Left Behind Act. Since the August 2011 announcement of this waiver opportunity, ODE has been
working with the Governor’s Office, bringing together stakeholders to write a successful application. If
the waiver is awarded, existing resources may be redirected to implement the application’s activities.
State legislation has resulted in the creation of new programs, administrative rule-writing, responding to
district and citizen questions, and the creation of new positions. Due to the recent budget freeze, a director
for the newly created Office of Regional Educational Services and an internal auditor have not been hired,
but job descriptions have been created and the agency is ready to recruit for both positions once the freeze
is lifted. New teaching standards for teachers and administrators have been adopted by the State Board of
Education. In some cases the Legislature funded the new activities. However, the department has been
supporting the Governor’s new Oregon Education Investment Board and is working to align the
department’s work with the Governor’s priorities with existing staff and resources.
Other priorities for the department include implementing the Common Core State Standards and related
assessments; assisting districts with the implementation of the Oregon Diploma; improving teaching and
administrator effectiveness; expanding the use of successful teaching practices; providing technical
guidance to school districts for student assessment; closing the achievement gap among students; and
continuing development of a student longitudinal database.
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Budget Implementation to Date
In implementing the budget, the department used the following core principles:
 minimize the effect of reductions on services to districts and students;
 implement 2011 legislation, including the education reform package, and assist the new Oregon
Education Investment Board;
 implement General Fund reductions as directed and use federal funds to the extent possible to support
state priorities while meeting minimum federal requirements;
 assume the Legislature’s 3.5% holdback of second-year General Fund support for Operations will not
be restored;
 use vacancies as a major strategy to manage to unspecified reductions;
 continue to look for and realize savings in day-to-day operations; and
 continue to identify mandates that could be eliminated, primarily for the benefit of local school
districts but also for the benefit of the agency.
Implementation of Legislative Budget Directives: The 2011 Legislature directed ODE to make a number
of specific and non-specific budget cuts. They include a $2.6 million GF reduction in the assessment
budget; a $1.1 million GF reduction in the technology budget; a $450,000 GF reduction in support to
regional partners for data; a $1.2 million GF reduction in various staff costs; and across-the-board
reductions in Personal Services as well as Services and Supplies budgets.
Efficiencies: Facility expenses have been reduced by consolidating staff and reducing cubicle sizes.
Hearings on administrative rules have been reduced. Printing and copying has been reduced. Meetingassociated travel costs have been reduced with the expansion of web-based meetings. Network printing
and copying is being consolidated. Additional efficiencies are being explored.
Reduced Mandates: Building on the agency’s 2011 mandate relief legislation (SB 800), the department’s
Education Enterprise Steering Committee continues to look for additional requirements on the agency and
local districts that could be eliminated. This winter, ODE suspended the requirement that districts must
report on their compliance with certain rules.
Other Actions: The department continues to leave positions vacant and is likely to repurpose existing
positions. ODE continues to restrict spending on out-of-state travel, furniture, and equipment and seek out
additional sources of revenue such as grants. Many staff who are not eligible for overtime work evenings
and weekends.
Conclusion
Oregon citizens can expect to see many positive changes in PK-12 education in the next few years:
agreement on desired student outcomes and benchmarks; student achievement that is comparable across
the states; assessment development migrating to a national provider; a change in education governance
relationships; a renewed emphasis on teacher and administrator effectiveness; and the creation of a
national education “laboratory” of sorts as states try different approaches to increase student achievement
- approaches Oregon can then apply.
Due to additional federal funds and careful management of the budget, ODE has not needed to completely
reinvent the agency. As a result, the fundamental goals and strategies of the agency remain intact,
although the tools to reach those goals have changed and in some cases diminished. ODE is committed to
finding new tools and efficiencies to increase student performance and ensure Oregon children are
prepared for their next steps in life: advanced education and training, career, and citizenship.
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INTRODUCTION
During the 2011 session, the Legislature reduced the General Fund support for the Oregon Department of
Education’s (ODE’s) 2011-13 current service level budget for Operations by 25% ($10.2 million). It also
limited the agency’s flexibility in implementing this significant General Fund reduction by excluding
specific activities from further budget cuts. That limitation, as well as other direction to the agency, is set
forth in the following budget note to House Bill 5020:
“The Legislature acknowledges that the approved reductions in General Fund support will
necessitate reorganization and alignment of work across the Department of Education. The
department shall focus its efforts and expenditures to provide services to children, school districts,
education service districts, and to meet minimum federal requirements. When implementing the
2011-13 legislatively adopted budget, the Department of Education shall not: a) reduce Spanish
reading and social studies assessments, b) charge districts for assessment services, c) further reduce
regional data warehouse services, nor d) suspend training or help desk services. The State Board of
Education and the department shall report by no later than January 6, 2012 on their strategic plan to
implement this budget. In addition to the strategic plan, the report shall include detail on the use of
professional service contracts, limited duration positions, double filled positions, temporaries, and
the potential to achieve efficiencies in writing assessments.” (House Bill 5020 Budget Report and
Measure Summary)
ODE uses about 2% of its total budget to carry out its responsibilities as the State Education Agency
(SEA). Over the past ten years, the federal funding for Operations has surpassed the General Fund support
and this change has required the department to focus more and more on the terms and conditions of the
federal funding.
This biennium, a major focus is working with stakeholders to implement key pieces of the 2011 education
reform package such as Senate Bill 909, which establishes the Oregon Education Investment Board as an
oversight body for an integrated P-20 education system. With the creation of the Oregon Education
Investment Board, the state’s education goals and strategies are in flux. Therefore, rather than devote
limited resources to creating a formal strategic plan that will likely be modified in the near future, ODE
staff have focused on describing how the 2011-13 budget is being implemented.
As directed by the Legislature, the department is focusing its efforts on services to students and districts as
well as meeting minimum federal requirements. This report includes information describing these efforts
and is organized into four sections:

Section 1 includes an overview of the 2011-13 department-wide budget as well as the Operations
budget, which is the focus of this report.

Section 2 includes a summary of major education legislation from the 2011 session as well as other
initiatives and priorities that are influencing implementation of the Operations budget in 2011-13.

Section 3 includes a summary of the work ODE has performed to date to implement the Operations
budget, and a one-page summary – or “snapshot” - of each office’s planned activities for 2011-13.

Section 4 contains information required by the budget note, including use of limited duration
positions, double-filled positions, temporary staffing and professional service contracts.
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SECTION 1: OVERVIEW OF THE 2011-13 LEGISLATIVELY ADOPTED
BUDGET (LAB)
Department-wide Budget
The 2011 Legislative Assembly adopted a $7.45 billion budget for the Oregon Department of Education.
In adopting this budget, it also approved the major program categories of the budget. The following two
graphs depict the total budget, first by fund type and then by major program area.
2011-13 Legislatively Approved Budget
$7.45 Billion Total Funds
By Fund Type
Lottery Funds
$609,291,917
Other Funds
$164,633,452
Federal Funds
$1,177,734,777
General Fund
$5,498.242,728
Of the total budget, 73.8% is from the state General Fund, 15.8% from federal funds, 8.2% from lottery
funds, and 2.2% from other funds.1
1
Of the other funds, some actually are federal funds but they are characterized as other funds because of state
budgetary conventions.
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Below is the Department’s budget by legislatively approved program area:
2011-13 Legislatively Approved Budget
$7.45 Billion Total Funds
By Major Program Area
Debt Service
$54,776,145
Common School
Fund $101,752,888
Grant-in-Aid
$1,368,702,542
School for the
Deaf/Blind and
Visually Impaired
Student Trust Fund
$19,675,339
Operations
$114,374,888
Youth Corrections
Education
$17,030,552
State School Fund
$5,773,590,520
About 98% of
ODE’s budget is
distributed to
local educational
programs.
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Of its total $7.45 billion budget for 2011-13, ODE will allocate about $7.28 billion –
or nearly 98% - to school districts, education services districts, and other providers
of educational services to children, pre-kindergarten through high school.
Of the remaining $170 million in the budget, $54.8 million is
earmarked for debt service on lottery bonds issued in 1997-99 and
About 2% of
1999-2001 for local education projects. The remaining $114.4
the budget is
million, which is less than two percent of the Legislatively
for
Approved Budget, is for Operations, the focus of the budget note
and this report.
Operations.
Operations Budget
The $114.4 million Operations budget includes $5 million appropriated by the 2011 Legislative Assembly
for settlement of a legal judgment. Thus, $109.4 million is for normal day-to-day operations. Of this
amount, $31.6 million is from the General Fund, $19.5 million is from other funds, and $58.3 million is
from federal funds. The latter two numbers represent expenditure limitation and not necessarily the
amounts of these funds the department actually will spend in 2011-13.
An increasing
reliance on
federal funds
means a shift
in focus.
To mitigate a portion of the $10.2 million General Fund reduction for Operations, the
2011 Legislative Assembly allowed shifting of some costs to federal programs. This
continues a pattern of increasing reliance on federal funds. This shift in funding
sources has had a large influence on the work of the department. The federal funds
come with many strings attached, including requirements to gather significant
amounts of data from local programs and to ensure compliance with federal
regulations by these same programs.
The chart below illustrates this change in funding sources over twelve years. In 1999-01,
General Fund supported 57% of ODE’s operational expenditures; in 2011-13, it supports 29% of the
budget. Federal funds supported 30% of expenditures in 1999-01; in 2011-13, federal funds support 53%
of the budget.2
$70,000,000
$60,000,000
$50,000,000
$40,000,000
General Fund
Other Funds
$30,000,000
Federal Funds
$20,000,000
$10,000,000
$0
99-01
01-03
03-05
05-07
07-09
09-11
11-13
Note that, while total biennial expenditures for Operations have increased by about 31% from 1999-01 to
2009-113, the General Fund portion of the budget has decreased not only as a percentage of the total
budget but in actual dollars. The “Great Recession,” which started in 2007-09, is the main reason for the
recent drop in General Fund and has kept downward pressure on this source of funding for Operations.
2
For comparative purposes, these numbers do not include a special $5 million pass-through to the Department of
Administrative Services for the Oregon Educator Benefits Board in 2007-09 or a special $5 million appropriation for
payment of a legal judgment in 2011-13.
3 1999-01 actual expenditures were $75 million; 2009-11 actual expenditures were $98.6 million.
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Staffing
Staffing levels for Operations from 2001-03 through 2011-13 are shown in the table below.4
Budgeted:
Positions
FTE
Actual:
Positions
FTE
2001-03
2003-05
2005-07
2007-09
2009-11
2011-13
272
265.99
263
258.26
260
255.25
268
261.02
269
265.70
269
264.34
275
269.06
266
259.68
273
260.27
280
273.74
Not final
Not final
Not final
Not final
For 2009-11, Personal Services costs accounted for 47% of the expenditures in Operations. For 2011-13,
the percentage is estimated to be roughly the same, depending on the effect of the recently adopted
statewide hiring freeze.
In 2009-11, ODE funded staff costs with approximately 43% General Fund, 47% federal funds, and 10%
other funds (including some federal funds recorded as other funds per state budgetary practices). For
2011-13 to date, funding sources for staff costs are as follows: General Fund, 38%; federal funds, 52%;
and other funds, 10%.
This change from 2009-11 to 2011-13 reflects the agency’s increasing reliance on federal funds for dayto-day operations. As noted earlier, because of the shifting of some staff costs to federal funds, the
agency has had to redirect work away from state policy work to that allowed under the terms and
conditions of the federal funding.
.
.
“Budgeted” does not include administratively established limited duration or temporary positions; “Actual”
includes limited duration but not temporary positions. 2009-11 actual position and FTE counts have not yet been
reconciled but actual counts are expected to be similar to 2007-09 counts.
4
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SECTION 2: FACTORS AFFECTING IMPLEMENTATION OF THE
2011-13 OPERATIONS BUDGET
Section 2 provides a summary of 2011 legislation as well as other priorities and initiatives directed at
students, districts and other stakeholders that are affecting the manner in which the Operations budget is
utilized.
2011 Legislation
The 2011 Legislature passed a significant package of education reform bills. ODE has been actively
working with the Governor and other stakeholders from early childhood through postsecondary education
to implement this legislation. Some of the major bills influencing the department’s activities include:
SB 253
SB 253 sets an ambitious goal for educational attainment in Oregon. By 2025, every Oregon student
should earn a high school diploma or its equivalent. Eighty percent should continue their education
beyond high school – with half of those earning associate’s degrees or professional or technical
certificates and half achieving a bachelor’s degree or more. This is often referred to as the “40/40/20
Goal.” While the measure does not specify how the percentages will be achieved and by itself has no
fiscal impact, it is a significant policy statement for Oregon’s education system.
SB 909
One of the most significant pieces of the education reform package from the 2011 legislative session, this
bill establishes the Oregon Education Investment Board (OEIB), which is charged with overseeing the
creation of a unified public education system that begins with early childhood services and continues
through post-secondary education. The OEIB is charged with ensuring that early childhood services are
streamlined and connected to public education from kindergarten through grade 12 and that public
education from kindergarten through grade 12 is streamlined and connected to post-secondary education.
The OEIB is to ensure the public education budget is integrated and targeted to achieve the education
outcomes established for the state. The OEIB is also charged to provide an integrated, statewide, studentbased data system that monitors expenditures and outcomes to determine the return on statewide
education investments.
The Superintendent’s office is leading the department’s work in implementing SB 909, including the
alignment of current programs to this vision for Oregon’s education system. No new resources were
provided to ODE for this work; rather, ODE is using existing staff and resources for this work, including
support to the Early Learning Council.
SB 250
SB 250 allows certain school districts of an education service district (ESD) to withdraw from the ESD
and requires a redirection of specified ESD resources to those school districts. It also establishes the
Office of Regional Educational Services (ORES), under the direction and control of the State Board of
Education. The legislation provides for a director of the office, who is to be appointed by the
Superintendent of Public Instruction and for which the Legislatively Adopted Budget provides position
authority and funding. The ORES is directed to, among other things, establish policies for best practices
in delivering regional services, provide training and support to ESD superintendents, and make
recommendations for improvements for the delivery of regional education services. ODE plans to form a
Regional Services Task Force, which will provide a draft report with recommendations that focus on
designing and proposing how regional services should be delivered. The task force will also assist in the
completion of tasks outlined in Senate Bill 250. These tasks include establishing benchmarks that
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measure performance improvement, determining the direct cost of services to school districts, ensuring
annual audits, and determining actions to take if an ESD is found out of compliance with operational
standards. This work is supported by a State School Fund transfer of no more than $500,000 to the ORES.
SB 252
SB 252 establishes the School District Collaboration Grant Program. The purpose of the program is to
improve student achievement through the voluntary collaboration between teachers and administrators on
designing and implementing new approaches to: (a) career pathways for teachers and administrators;
(b) evaluation processes for teachers and administrators; (c) compensation models for teachers and
administrators; and (d) enhanced professional development opportunities for teachers and administrators.
The 2011 Legislature appropriated $5 million for the program and the department may spend up to 5% for
administration, including technical assistance to districts.
SB 254
SB 254 charges the Joint Boards of Education to develop statewide standards for dual credit
programs to be implemented by public high schools, community colleges and state institutions of higher
education within the Oregon University System. The standards must establish the manner by which
students can earn course credit both for high school and for a community college or state institution of
higher education within the Oregon University System. This measure appropriates $250,000 for a new
grant program for teacher training, student assistance, and classroom supplies related to dual credit
programs. However, no funds were provided to ODE for administration of the grant program.
SB 290
This bill requires ODE, through consultation with the Teacher Standards and Practices Commission, to
adopt core teaching standards for teachers and administrators no later than January 1, 2012. The
measure requires school districts to adopt the core standards for evaluations of teachers and administrators
and allows the standards to be customized between school districts and the exclusive bargaining
representative of the employees. ODE estimated additional staff (0.25 FTE) would be needed for, among
other activities, standards development and implementation as well as training for districts on the new
standards. However, no new resources were provided by the Legislature. (The State Board adopted these
standards on December 1, 2011.)
HB 2289
This bill establishes the “Task Force on Accountable Schools.” The task force, which includes a
representative from ODE, is charged with providing recommendations on five major policy issues related
to student assessments:
 a new student summative assessment to be used in Oregon schools;
 measures of college and career readiness to be used in Oregon schools;
 a statewide, standardized and simple performance report and rating system based on letter grades;
 implementation of formative testing and instructionally useful student performance data systems for
student achievement; and
 tools, resources and targeted assistance for schools needing assistance to meet state standards.
The subject of the task force is a department program and requires significant support from the agency. In
addition, recommendations from the task force will affect the agency’s assessment program. The
Legislature assumed ODE would support this work within the approved budget and did not provide
additional resources for the new work.
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HB 2301
HB 2301 modifies provisions relating to virtual charter schools, including those related to
enrollment. The measure requires that students receive approval from their resident school district to
enroll in a virtual charter school not sponsored by the district if more than 3% of the resident students are
already enrolled. If the school district does not provide approval, the student may appeal the decision to
the State Board of Education, which must issue a decision within 30 days of appeal submission. The
Legislature assumed the State Board and ODE would accomplish implementation of the bill’s provisions
within the approved budget and did not provide any additional resources.
HB 3521
HB 3521 establishes the “Transfer Student Bill of Rights and Responsibilities” and charges the Joint
Boards of Education to develop standards related to the ability of students to apply credits earned
through courses of study at community colleges to baccalaureate degrees awarded by state institutions of
higher education. ODE indicated it would implement the bill’s provisions within the approved budget and
the 2011 Legislature did not provide any additional resources. However, the Legislative Fiscal Office
noted that, depending on the cumulative workload requirements added by 2011 legislation or possible
budget reductions, the Legislature might need to review staffing requirements in the future.
_______________________________________________________
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Other Priorities and Initiatives
Federal Programs
The department receives a significant amount of funding from the federal government for over
two dozen grants, primarily for compensatory programs under the Elementary and
Secondary Education Act (ESEA), special education programs under the Individuals
with Disabilities Education Act (IDEA), and nutrition reimbursements to school and
Meeting
community-based meal programs.
requirements
but requesting
flexibility
ODE expects to be awarded over $1 billion in federal grants in 2011-13. Of the
total awarded, about 96% is distributed to local education providers as grants. The
agency expects to spend no more than 5% for the required grant oversight and
administration (including contracted services). The work done by federally funded
staff positions ensures ODE and its sub-grantees meet all federal grant requirements and
intended outcomes.
Additionally, as a condition of receiving hundreds of millions in federal funding from the State Fiscal
Stabilization Fund Program under the 2009 American Recovery and Reinvestment Act (ARRA), work
related to the four core education reform areas must continue in 2011-13 regardless of the one-time nature
of the funding.5
Finally, a top priority in 2011-13 for ODE - along with the Council of Chief State School Officers
(CCSSO), the Governor, and other stakeholders - is overseeing the development of a state plan to request
a waiver from some ESEA requirements that prevent innovations supporting student performance. A plan,
seeking flexibility but maintaining accountability, has been developed based on criteria from the U.S.
Department of Education (USED) and additional stakeholder input is being broadly solicited. Once a final
plan is submitted to USED, ODE will work collaboratively with USED to approve the plan as quickly as
possible, disseminate changes in district responsibilities, and provide technical assistance in the
implementation of the waivers. Oregon expects to submit its waiver in February 2012.
If a waiver is approved, this could alter how existing resources are spent - from old measures and
interventions to the new responsibilities. In January 2012, ODE staff will be working on the fiscal impact
of the waiver – both at the department and statewide levels.
Oregon Diploma Project
The new Oregon diploma requirements adopted by the State Board of Education in 2007 are intended to
prepare each student for success in college, work, and citizenship and are consistent with the state’s
education reform agenda. In 2011-13, ODE will continue implementation of the new requirements with a
focus on reading.
Academic Standards
The National Governors Association’s Center for Best Practices and the CCSSO have developed K-12
education standards in English and mathematics known as Common Core State Standards (CCSS). These
standards provide a consistent, clear understanding of what students are expected to learn. Most states
5
To receive funding under the State Fiscal Stabilization Fund Program, Oregon had to agree to make progress on four core
education reform areas: support to struggling schools; equity in teacher distribution; data collection and use; and standards and
assessments. These requirements continue regardless of the one-time nature of ARRA funding.
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have adopted these standards, including Oregon in 2010. These standards support Oregon’s efforts to
ensure students are college-and-career ready.
This work has a large communications component with a goal of supporting school districts and
education professionals in the field. Thus, a major planned outcome for 2011-13 is an implementation
plan that is understood and supported by education and public stakeholders.
ODE will continue work on some state academic standards. However, at the direction of the 2011
Legislature, ODE eliminated state support for certain content areas such as World Languages, Arts, and
Comprehensive Guidance and Counseling; reduced staffing for social science work; and allocated less
General Fund support for mathematics content standards.
ODE also plans to participate in the Common Career Technical Core initiative, a state-led effort to ensure
rigorous, high-quality Career Technical Education (CTE) programs through a set of common standards.
Similar to the CCSS, these CTE standards support Oregon’s efforts to ensure students are college-andcareer ready.
Teacher and Administrator Effectiveness
Having effective teachers and administrators whose efforts lead to improved student outcomes is an
essential strategy for Oregon to meet the 40/40/20 goal. Working with a variety of education partners and
stakeholders, ODE will create a system that supports preparation, recruitment, retention, mentoring,
evaluation and ongoing professional development for teachers and administrators.
As noted earlier, the State Board adopted core teaching standards for teachers and administrators on
December 1, 2011. Other 2011-13 activities include development of a state framework and guidance for
school districts in developing local evaluation systems to measure teacher and principal effectiveness;
administration of the School District Collaboration Grant Program (described previously); collaboration
with the Teacher Standards and Practices Commission to develop a comprehensive leadership
development system for licensed administrators; and administration of the Oregon Beginning Teacher and
Administrator Mentoring Program (established and first funded in 2007).
Scaling Up Best Practices
Since the spring of 2008, ODE has been helping districts build the organizational supports necessary to
take existing evidence-based (i.e., those proven to be statistically significant) interventions and practices
to scale and develop the capacity to make sustained use of these practices. This is a process known as
“scaling up.” Successfully scaled up practices include Response to Intervention (RTI), Positive
Behavioral Interventions and Supports (PBIS) and Effective Behavior and Instructional Support Systems
(EBISS).
Currently eight districts are actively engaged in implementing the scaling-up process. ODE will continue
working with national experts to support more focus at the local level on research-based practices that
improve student outcomes. A major goal is to expand access to 66 districts by the end of 2012-13.
Additionally, ODE plans to build a second regional team to support further expansion of this work. The
ultimate goal is for all Oregon staff and students to have access to these evidence-based practices for
equitable outcomes across populations by the end of 2015-16. Efforts are supported by federal funds,
including IDEA funds and a special federal grant.
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Closing the Achievement Gap
Closing the achievement gap has long been a priority of the current
superintendent. And SB 909 and the ESEA guidelines for a successful waiver
prioritize the promotion of schools successfully closing the achievement gap.
Among other activities this biennium, ODE is working with stakeholders to
promote evidence-based practices such as Response to Intervention and
Positive Behavioral Interventions and Supports to improve performance of
minority and low-income students. ODE will also continue to target school
improvement efforts toward low-performing schools with high minority and
high poverty student populations.
From standardssetting to measuring
student achievement
to supporting
schools, ODE’s
work is about all
students.
ODE also will continue its support of the Oregon Leadership Network, which is a network of educators
committed to strengthening instructional leadership to increase equitable outcomes and improve student
achievement so all students meet or exceed state standards in reading and math and there is no gap in
performance between different ethnic or socioeconomic groups.
Student Assessments
In 2011-13, ODE will continue to provide timely and reliable assessments and results through Oregon
Assessment of Knowledge and Skills (OAKS) and English Language Proficiency Assessments (ELPA) to
measure student progress, inform instructional practices, and adhere to federal requirements for highquality assessment and accountability systems. Tested subject areas include English language arts,
mathematics, science and social sciences. Among its activities to support districts and students, ODE will
continue to provide technical support through trainings and web-based tools; enhance the online system to
create flexibility for students with disabilities; and transcribe assessments into Braille to ensure equity for
blind students in math, reading, science, and social sciences.
The department is a partner in the multi-state consortium (Smarter Balanced Assessment Consortium or
“SBAC”) working to develop “next-generation” assessments that are aligned to the Common Core State
Standards and accurately measure students’ progress toward college-and-career readiness. ODE will work
with districts on the assessment component of the CCSS and continue its participation in SBAC in
2011-13.
Student Longitudinal Database Projects
ODE has developed several collaborative longitudinal data system projects to provide the infrastructure
and professional development necessary to meet the ongoing data needs of education stakeholders. These
projects will continue to be priorities in 2011-13. They include:
The Pre-K through Grade 16 Integrated Data System (KIDS) project - A system integrating multiple
disparate student information systems across the state into a common data repository comprising six
regional data warehouses, KIDS will provide the Oregon education enterprise with a single accurate and
authoritative student data system. This will allow seamless storage, access, and data transfer between
districts and from districts to the state and high education.
The Oregon Growth Model project - The Growth Model provides a multi-dimensional view of student
achievement by measuring and reporting on individual student’s academic growth across grades. The
model analyzes what has happened in the past in order to anticipate student performance in the future.
The Oregon Direct Access to Achievement (DATA) project - A four-year, $4.7 million project funded by
federal education dollars, the DATA project is designed to improve student achievement through the
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informed use of data. The project supports professional development focused on teaching educators how
to collect, analyze, and use data appropriately and effectively to inform instruction. Through partnerships
with education service districts and other education groups around the state, the department provides
training, follow-up coaching and support to teachers and administrators. Currently 140 districts
participate.
The Oregon Formative Assessment Resources (OFAR) project - A three-year $3.8 million project funded
by federal education dollars, OFAR is designed to improve student achievement through the use of a
formative assessment system developed by the University of Oregon. This assessment tool allows
teachers to plan and track academic interventions for students using a series of short progress and
benchmark tests. This initiative also includes funding to co-locate data with the Oregon University
System and to develop a data use curriculum for pre-service teachers. In 2011-12, OAIS will be
expanding the use of the University of Oregon’s formative assessment resources in K-12 through a series
of training and follow-up coaching opportunities. The training content will be converted into course
offerings at the university level for colleges of education to bridge in-service and pre-service training and
instruction.
The Advancing Longitudinal Data for Educational Reform (ALDER) project - A three-year $10.5 million
project funded by federal education dollars in 2010 through the American Recovery and Reinvestment
Act, ALDER supports the development and implementation of data systems to enable education
stakeholders to examine student progress from early childhood into career, including matching teacher
and student data, while protecting student privacy and confidentiality consistent with applicable privacy
protection laws. The grant allows Oregon to benefit further from the investments made through the KIDS,
DATA, Growth, and OFAR projects. Primary outcomes of the project are a teacher-student data link,
enhanced integration with early childhood and high school outcome data sources, an improved
educational enterprise governance structure, and a statewide data quality plan.
10-Year Plan for Oregon
This project is Governor Kitzhaber's vision to "rebuild Oregon's House" by creating a strategic plan for
the state and implementing a 10-year outcome-based investment framework and budget process. ODE
will align this work with SB 909 and the federal waiver efforts.
___________________________________________________________
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SECTION 3: IMPLEMENTATION OF THE OPERATIONS BUDGET
Core Principles
In implementing the 2011-13 Operations budget, the department used the following core principles:







minimize the effect of reductions on services to districts and students;
implement 2011 legislation, including the education reform package, and assist the new Oregon
Education Investment Board;
implement General Fund reductions as directed and use federal funds to the extent possible to support
state priorities while meeting minimum federal requirements;
assume the Legislature’s 3.5% holdback of second-year General Fund support for Operations will not
be restored;6
use vacancies as a major strategy to manage to unspecified reductions;
continue to look for and realize savings in day-to-day operations; and
continue to identify mandates that could be eliminated, primarily for the benefit of local school
districts but also for the benefit of the agency.
Implementation of Legislative Directives
From the technical standpoint of implementing the 2011-13 legislatively adopted budget for Operations,
ODE identified programs eliminated through legislation, identified new programs approved by the
Legislature (with or without funding), incorporated specific legislatively approved reductions for the
offices within the Operations program area7, and allocated unspecified reductions such as the 5.5%
Personal Services cost reduction and the across-the-board reduction in Services and Supplies per
instructions from the Department of Administrative Services.
Specific legislatively approved cuts to the agency’s operations budget can be found in Appendix E of this
document. These cuts constitute about $6.2 million out of the $10.2 million total reductions in General
Fund support for Operations. Major reductions include:
 A $2.6 million General Fund reduction in the assessment budget – Among other adjustments in the
assessment program, ODE no longer provides student writing assessments for grades 4 and 7
($610,000) and has reduced the number of writing assessment opportunities to once in high school
($1.159 million).
 A $1.1 million General Fund reduction in the budget for technology with a corresponding shift to
federal funds – Legislatively approved fund shifts of staffing costs to federal data initiatives have
occurred. As the department indicated during the legislative session, this action has delayed state work,
including upgrades of information technology systems that could create efficiencies in department
operations.
 A $450,000 General Fund reduction in support to regional partners for data consolidation work and
other initiatives that support integration of the PK-20 system
The 2011 Legislature withheld 3.5% from the agency’s General Fund budget for 2012-13 costs. The restoration is contingent
upon statewide revenue forecasts and is now highly unlikely based on the last two forecasts for 2011-13.
7 The Operations program budget includes the following offices: Office of the Superintendent of Public Instruction, State Board
of Education, Office of Assessment and Information Services, Office of Educational Improvement and Innovation, Office of
Finance and Administration, and Office of Student Learning and Partnerships.
6
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 A $1 million General Fund reduction for various staff as well as related services and supplies with a
corresponding shift to primarily federal funds – These shifts have occurred. As a result, ODE has
eliminated state support for certain content areas (World Languages, Arts, Physical Education,
Comprehensive Guidance and Counseling); reduced staffing for social science
work; allocated minimal General Fund support for mathematics content
standards; reduced regional support to stakeholders regarding Oregon
Staff shifts to
administrative rules, complaint procedures, and state and federal policy;
federal funds
and eliminated support to private K-12 school registration and complaint
redirect work and
process.
create a “funding
cliff” going into
There are two major issues to keep in mind about the fund shifts to federal
2013-15.
funds. Both issues were shared with the Legislature during the agency’s budget
deliberations during the 2011 session. One, as noted earlier in this report, shifting
staff and other costs to federal funds results in a redirection of work since these funds
must be spent only on specified federal programs. Two, certain fund shifts create a potential funding cliff
for technical infrastructure if the budget cuts are not restored in 2013-15 since some federal programs are
short-term in nature.
A goal of the department is to implement the funding shifts in a manner that aligns with the Governor’s
and the Legislature’s package of education reform bills – to the extent possible. For example, shifting
staff shifted to federal funding for Career and Technical Education (CTE) programs supports a focus on
the interconnection of services to students at high schools and community colleges.
Of the $4 million in unspecified General Fund cuts, $1.1 million was assumed to be a cut without any
impact. More specifically, the Legislature assumed Personal Services costs would increase by 5.5% and
not the 11% built into the current service level budget. However, the increase in Personal Services costs
from 2009-11 to 2011-13 is closer to 7.5%, leaving the agency’s General Fund budget $400,000 short for
compensation costs increases. Combined with a $1.8 million reduction in Services and Supplies funding
(equal to about a 6.5% reduction) and a $1.1 million reduction for the “second-year holdback,” the
agency’s nonspecific cuts are about $3.3 million. Adding to the challenge of managing to this magnitude
of unspecified reductions, the Legislative directed the agency to not:




Reduce Spanish reading and social sciences assessments;
Charge districts for assessment services;
Further reduce regional data warehouse services; or
Suspend district training or help desk services.
To manage to the unspecified reductions and follow this directive by the Legislature, the department has
implemented or will be implementing the strategies described in the next three sub-sections of this report.
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Efficiencies
 For several biennia, the Child Nutrition Program (CNP) staff had occupied space in the State Lands
Building. Last biennium, ODE started looking at the possibility of consolidating staff at the Public
Service Building to save on rent costs and increase operational efficiencies by having staff in one
building. A determination was made that, with some changes in the use of space, staff could in fact be
consolidated. The goal was to bring CNP staff to the Public Service Building by January 2012. ODE
reached that goal by mid-December 2011.
 This biennium, ODE is reducing the number of hearings held for Oregon administrative rules. Public
hearings will be limited to those rules that are of greatest interest to education stakeholders. It should be
emphasized that public comment will still be taken, but staff time will be saved in reducing the number of
hearings held. This savings in staff time can be used to focus on new initiatives that were not funded by
the Legislature.
 ODE has changed the process for certain meetings (e.g., State Board, executive team) to a largely
paperless system to accommodate reductions in administrative staff support and save the costs of printing
voluminous documents.
 Starting last biennium, ODE began to expand its reliance on a web-based approach to meetings with
stakeholder advisory groups (such as district information technology managers, assessment directors, and
assessment and accountability advisors). This has helped to reduce associated travel costs and save staff
time at the state and local level. ODE will expand this practice in 2011-13 to include more web-based
conferences and seminars for ODE staff. It is also moving to more web-based trainings and compliance
reporting for districts and local service providers to avoid travel costs and unnecessary paperwork.
 The agency is in the process of consolidating network printing and copying options to reduce
maintenance costs and improve information security. It is also phasing out the use of personal desktop
printers, which have the highest maintenance costs.
 The agency is reviewing its contracting methods with education service providers, e.g., looking into
having fewer program contracts over larger geographic areas. This would decrease the number of
contracts to award and administer, freeing up staff time to provide more and faster services to ODE
customers.
 ODE plans to make changes to its Electronic Grants Management System to ensure timeliness of
payments in spite of reductions in accounting staff. However, reassignment of technology staff to federal
initiatives has delayed those technological improvements. As a result, turnaround time for certain
payments to districts has increased from 4-5 days to 6-8 days.
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Decreased Mandates and Reporting
ODE is keenly aware of the impact of state and federal mandates on local districts and programs. Starting
last biennium, ODE has been working with stakeholders to reduce mandates and reporting
requirements with the goal refocusing staff time on student success. Recent
accomplishments include the following:
Fewer mandates
and reporting in
exchange for
better student
outcomes
A list of mandates recommended for repeal or amendment formed the basis for SB
800 (2011). The passage of this bill was significant progress in reducing outdated
and redundant regulations affecting our K-12 school districts. Recently, the State
Board approved the repeal or changes in a number of Oregon administrative rules
as the result SB 800.8
Beginning eighteen months ago, ODE has led a revision of the state’s requirements for
districts’ continuous improvement planning. This review targeted 1) removal of redundancies resulting
from several years of modification and 2) the consolidation of federal and state planning requirements.
Additionally, there are plans to eliminate portions of the tool that, while potentially useful, are not integral
to the planning needs of school districts.
This year ODE suspended the reporting requirements set forth in Division 22 of Oregon administrative
rules. While school districts still must comply with the underlying rules, eliminating the reporting relieves
administrators of a significant amount of paperwork.
The Education Enterprise Steering Committee, comprising representative school administrators, ESD
superintendents as well as ODE staff, and the Governor’s Office will continue to work together on
mandate relief in 2011-13. While the primary reason is to redirect local resources to support student
success, a side benefit has been a decrease in some workload for ODE staff, thereby allowing them to
focus more on activities supporting students, districts and local programs.
581-020-0336 – Annual Financial Reporting; 581-021-0255 – Transfer of Student Education Records; 581-022-0413 –
Prevention Education Programs; 581-021-0032, 0034, 0035, 0042, 0044 – Interscholastic Activities Rules – Repeal;581-0221060 – School and District Performance report Criteria; 581-022-1369 – Expanded Options report to legislative Committees and
Joint Boards – Repeal; 581-022-1680 – Interscholastic Activity Organizations – Repeal; 581-023-0012 – Funding of Qualified
Alternative Education Programs – Repeal; 581-023-0110 – Report on High School Graduates – Repeal; 581-023-0112 - School
Improvement Fund (December 2011 Board actions)
8
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Other Actions
 The department expects that a large portion of the unspecified reductions will be
covered by vacancy savings. Consistent with the recently adopted hiring freeze,
ODE will extend the period positions are held vacant unless positions are
mission-critical. Extending vacant positions will result in work delays and
possibly decreased customer service and satisfaction. However, the number
and classification of future vacancies cannot be predicted, so it is impossible
to predict the impact on the agency’s work for the rest of the biennium.9
As vacancies do occur, ODE is reviewing whether positions should be
“repurposed” through a permanent financing package to better align staffing
resources with priorities of the agency, funding sources, and needs of its
stakeholders.
Holding positions
vacant will be a key
budget strategy for
the department in
2011-13 in light of
budget reductions.
 The agency is seeking other funding sources to provide services to districts. It recently secured one large
federal grant to support initiatives in evidence-based practices. It also assisted school districts with e3
grant-writing to further this effort as well.
 Economic uncertainties have affected the implementation of the Operations budget. Continued bleak
economic reports have prompted the Legislature and Governor to ask agencies to develop reduction
options for up to 10.5% of an agency’s General Fund budget. In addition to following the administrative
restrictions from the Governor’s office and the Legislature to maintain “fiscal flexibility” going into the
February 2012 session, the department has implemented additional restrictions on General Fund
spending. This includes restricting expenditures for out-of-state travel, furniture, and equipment.
 ODE is fortunate to have many dedicated staff who work evenings and weekends to ensure critical work
is done on time. However, it is nearly impossible to quantify the increase in overtime by these staff
because many of them are in management or executive service. These employees are not eligible for
overtime and do not keep track of their overtime hours. To ask them to do so would require additional
(uncompensated) effort by them.
Several long-term vacancies in the agency’s budget were eliminated from 2011-13. This action eliminated the agency’s ability
to use savings from those vacant positions, where the impact of holding them open was known, to cover gaps in the budget such
as the underfunding of Personal Services costs.
9
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Operations Programs and Functions in 2011-13
ODE has responsibility for literally dozens of programs – state and federal. In 2011-13, ODE will
continue most of these with some at a reduced level of effort due to General Fund budget reductions.
The following six pages of this report list the primary programs ODE plans to continue or implement
within its existing resources. This section is not intended to be an exhaustive discussion of the
department’s plans for 2011-13 or an illustration of how the department’s many programs relate to each
other or to department priorities. Rather, it is to provide the reader with a “snapshot” of each office’s
programs and functions.
The order in which the programs and functions are listed is not intended to indicate their relative
importance.
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State Board of Education
2009-11 Estimated Expenditures
2011-13 Budget10
$0.3 million (100% General Fund)
$0.5 million (100% General Fund)
2011-13 Legislatively Approved Positions (FTE): 2 (1.75)
The nine-member State Board of Education establishes policy for the administration and operation of
public K-12 schools and community colleges. It sets state standards for K-12 education; adopts rules;
prescribes required or minimum courses of study; and approves programs of study for community
colleges.
The 2011 Legislative Assembly approved a new internal auditor position to be shared by both the Oregon
Department of Education and the Department of Community Colleges and Workforce Development
(CCWD). The cost of this new position is the main driver of the increase in the budget for the State Board
of Education. Due to the recent hiring freeze and the possibility of additional budget reductions, the actual
hire date of the internal auditor will likely be after February 2012. This will delay the required risk
assessments for both the Department of Education and CCWD.
The board plans to meet monthly with few exceptions. This is a continuation of past practice and
necessary to conduct the basic operations of the department and the board such as rule-making.
10
Due to rounding, the budget numbers for offices many not agree in total to other numbers in this report. In addition, it should
be noted the budget includes expenditure limitation for other and federal funds that represents the maximum amounts of these
funds the department can spend without any future legislative action. In 2007-09 the limitation for these two sources was $78.7
million but the department used only $61.6 million. In 2009-11, the limitation for these two sources was $85.9 million; the
department used $69.8 million.
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Office of the Superintendent
2009-11 Estimated Expenditures
2011-13 Budget
$13.0 million ($3.3 million General Fund)
$16.1 million ($2.7 million General Fund)
2011-13 Legislatively Approved Positions (FTE): 40 (39.68)
The Office of the Superintendent leads the agency by supervising all activities of the department.
Researching and developing education policy is a primary responsibility of the office. This is carried out
through the work of the State Board of Education, the Quality Education Commission, legislative
coordination, and establishing priorities throughout the agency. This office also includes the
administration of the federal and state child nutrition programs as well as the Oregon Virtual School
District, communications, and internal audit committee.
Activities for the following programs in the Superintendent’s office are expected to increase in 2011-13
because of new legislation and/or funding:

Child Nutrition Programs (federal and state programs)

Communications and Public Affairs

Office of Regional Education Services (new this biennium)

SB 909 Implementation (lead office ) (new this biennium)
The office expects the 2011-13 level of effort for the following programs and activities will be roughly
equal to 2009-11:

Audit Committee

Federal Liaison

Legal and Legislative Coordination

Oregon Diploma Project

Oregon Report Card (lead office)

Oregon Virtual School District
The following programs will see less support in 2011-13:

Internship Program

Milken Educator Award

Quality Education Commission

Teacher of the Year Program

Youth Advisory Team
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Office of Assessment and Information Services
2009-11 Estimated Expenditures
2011-13 Budget
$34.6 million ($17.9 million General Fund)
$37.3 million ($17.5 million General Fund)
2011-13 Legislatively Approved Positions (FTE): 70 (69.25)
The Office of Assessment and Information Services (OAIS) develops and maintains the agency’s technical
and information infrastructure that benefits K-12 schools. This infrastructure has two major components.
The first component is data collection from and reporting on schools, districts and education service
districts. The second component is the design, development and implementation of student assessments.
OAIS plays a key role in ensuring educators have data they can use to inform their instructional practices
for the benefit of students. This office also is responsible for maintaining the internal information
technology infrastructure at the department.
In summary, the following programs will see an increased level of effort in 2011-13:
 Federal data grants (OFAR, ALDER, and the DATA Project)
 Development of Common Core State Standards Implementation Strategies
 Transition to Next Generation/Common Assessment – Smarter Balanced Assessment Consortium
OAIS will enhance existing data systems to support agency priorities such Oregon Diploma requirements,
Common Core State Standards, common assessments, and transfer of student records/transcripts as well as
federal priorities such as student-teacher data linking, educator evaluation, and fiscal transparency.
Other areas of responsibility in this office will see a level of effort in 2011-13 similar to 2009-11, including
but not limited to:

Connectivity Grant Administration

KIDS Project

Statewide Student Assessment System (OAKS) 11

Data Collection and Reporting Systems (to comply with federal and state reporting requirements)

Internal Network and Technical Support
Some internal applications work will decrease and some will be delayed. This includes applications such
as the Electronic Grants Management System.
As directed by the budget note, OAIS is continuing to look for the potential to achieve efficiencies in
Writing assessments. At the January 2012 meeting of the State Board of Education, OAIS will propose
reducing the requirement for work samples in Writing from three to two for students using that
assessment option to meet the graduation requirement for Writing. This will provide some measure of
relief to districts in light of resource limitations and the reductions to the OAKS Writing assessment but
still maintains the integrity of the new graduation requirements.
11
While the cost of implementing the OAKS has gone down, staff is spending time participating on the development of the new
common assessment to ensure Oregon students needs will be met.
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Office of Educational Improvement and Innovation
2009-11 Estimated Expenditures
2011-13 Budget
$19.7 million ($2.7 million General Fund)
$23.0 million ($2.6 million General Fund)
2011-13 Legislatively Approved Positions (FTE): 71 (69.83)
The work of the Office of Educational Improvement and Innovation (EII) ensures all components of
Oregon’s public and private educational enterprise, pre-kindergarten through post-secondary (PK-20), are
effectively interconnected to provide appropriate and personalized instruction for each student. EII
provides leadership to Oregon's districts and schools, professional development for teachers and
administrators, and tools for student success. A key focus in 2011-13 will be on creating an educator
effectiveness system, bringing together the elements for the system: standards, preparation, retention,
professional learning, evaluation, systems change, and equity. Several of the programs listed below factor
into this system, such as the School District Collaboration Grant, the Teacher Mentoring Program, and the
ESEA’s teacher quality grant.
New and existing programs that will see increased effort in 2011-13 include:
 Accelerated College Credits Grant Program (new this biennium)
 Career and Technical Education Programs (including a new grant this biennium)
 Common State Core Standards
 Educator Effectiveness: Teacher and Principal Evaluations (new)
 FIRST Grant Program (new this biennium)
 School District Collaboration Grant Program (new this biennium)
 Talented and Gifted Program
Programs that will see a level of effort in 2011-13 similar to 2009-11 include:
 Advanced Placement and International Baccalaureate Programs
 Alternative Education Programs
 Charter Schools
 Civil Rights Issues and Investigations
 Federal ESEA Grant Programs
 Instructional Materials Review
 K-12 Literacy Framework
 Private Career Schools Licensing and Oversight
 Teacher/Educator Mentoring Program
 Veterans’ Education
Budget reductions have resulted in less support from EII for the following programs in 2011-13:
 GED
 Physical Education Grant Program
 Private K-12 School Registration (eliminated)
 State Content Standards
 Student Leadership Center Grant Program
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Office of Student Learning and Partnerships
2009-11 Estimated Expenditures
2011-13 Budget
$16.6 million ($1.4 million General Fund)
$17.1 million ($1.1 million General Fund)
2011-13 Legislatively Approved Positions (FTE): 49 (46.83)
The Office of Student Learning and Partnerships supports and monitors programs that provide direct services
to diverse learners and assists in the development of strategies to address unique learning differences. Units
in this office manage programs that include special education, early childhood education, accountability and
program compliance, and capacity building and partnerships with community stakeholders. This work is
designed to ensure that multiple teaching and learning strategies encompass student needs resulting from
socio-economic, social-emotional, linguistic, cultural, ethnic or other differences. A key role for this office is
to ensure all ODE general education initiatives are crafted in an inclusionary manner so as not to exclude any
population enrolled in Oregon schools/programs such as student statewide assessments, Common Core State
Standards, the ALDER project, data collections, and literacy.
Under the federal special education grant program, this office is the designated State Education Agency
(SEA) for programs and services to children with disabilities. It has responsibility for the following activities
under the federal requirement for general supervision of special education by an SEA:
 annual compliance and performance monitoring of and reporting on districts and special programs;
 dispute resolution, complaint investigations and due process hearings relative to issues between districts
or programs and parent; and
 oversight of large-scale implementation of federally funded systemic improvement activities such as
Response to Intervention and Positive Behavioral Interventions and Supports.
No new programs were added to this office for 2011-13 although this office also is participating in carrying
out the Governor’s vision for the change in K-12 education, including the restructuring of Oregon’s early
childhood service delivery system. To that end, staff in this office are providing consultation on grants,
transition planning, and strategies and systems that could support the vision as well as co-leading the
development of the Kindergarten Readiness Assessment – all without additional funding.
Existing programs that should see a level of effort in 2011-13 similar to 2009-11 include:
 Blind and Visually Impaired Student Trust Fund
 Early Childhood Program Grant Programs (Early Intervention/Early Childhood Special Education,
Oregon Pre-kindergarten, and Early Head Start)
 Federal Special Education Grant Program
 Hospital Education Grant Program
 Long-term Care and Treatment Education Grant Program
 Oregon Head Start Collaboration Project
 Oregon Teen Parent Program
 Oregon School for the Deaf Oversight
 Regional Services Grant Program
 Special Education Dispute Resolution Services
 Youth Corrections and Juvenile Detention Education Programs
Support to districts for scaling up of evidence-based practices will see increased effort this biennium.
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Office of Finance and Administration
2009-11 Estimated Expenditures
2011-13 Budget
$7.8 million ($3.4 million General Fund)
$7.8 million ($3.1 million General Fund)
2011-13 Legislatively Approved Positions (FTE): 37 (37.00)
The Office of Finance and Administration (OFA) provides support services to other offices within the
department in the areas of accounting, budgeting, human resources, facilities, procurement and contracting.
This work is designed to ensure that agency services adhere to all applicable laws and regulations while
making customer service to both internal and external stakeholders, including districts, schools, and students,
a priority. OFA contributes to an infrastructure that allows ODE staff to focus on the core mission of
increasing student achievement. In addition, OFA has “outwardly focused” programs such as administration
of the State School Fund and Pupil Transportation programs; fingerprinting and background checks of various
school personnel; and oversight of two federal grant programs: the State Fiscal Stabilization Fund and the
Education Jobs Fund programs.
Because of the 10-year budgeting initiative that will likely result in a new budgeting process for the state, this
office expects to devote more of its resources to the following areas:
 Budgeting and Accounting
 State School Fund Administration
The following programs are expected to require a level of activity in 2011-13 similar to 2009-11:
 A-133 Audit Reviews
 Business Continuity Planning
 Facilities
 Fingerprinting and Background Checks
 Human Resources
 Procurement and Contracting
 Pupil Transportation Program
 Employee Safety Program
With the expiration of many of the grants under the American Recovery and Reinvestment Act of 2009, this
office expects to see a decline in the need for ARRA coordination and Section 1512 reporting as well as
program responsibility for the Education Jobs Fund and State Fiscal Stabilization Fund but not until the
second year of the biennium. The majority of this work has been accomplished with uncompensated overtime
by management staff and one limited duration position that expires at the end of this biennium.
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State Government Service Charges and Rent
2009-11 Estimated Expenditures
2011-13 Budget
$6.7 million ($4.6 million General Fund)
$6.8 million ($4.1 million General Fund)
2011-13 Legislatively Approved Positions (FTE): N/A
State Government Service Charges from Other State Agencies
Rent – There will be a slight decrease due to the consolidation of staff into one building.
One-time Costs
2009-11 Estimated Expenditures
2011-13 Budget
$2.1 million (100% General Fund)
$5 million (100% General Fund; used $3 million to
satisfy total judgment)
2011-13 Legislatively Approved Positions (FTE): N/A
$5.1 Million Payment of Legal Judgment to Vantage Learning –This is a one-time cost paid over two
biennia (2009-11 and 2011-13).
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SECTION 4: SUPPLEMENTAL INFORMATION
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APPENDIX A: LIMITED DURATION POSITIONS
As many state agencies do, the department requests establishment of limited duration positions through an
administrative process managed by the Budget and Management Division at the Department of
Administrative Services. These positions usually are for short-term projects and augment the staffing
levels approved by the Legislature so projects can be completed on time. The following positions have
been approved for 2011-13 as of December 16, 2011. Although the positions don’t expire until June 30,
2013, some projects may be completed before the end of the biennium.
Office of the Superintendent
#1317205 (C5950, Child Nutrition Specialist)
100% Federal Funds
Established 7/1/2011
(USDA)
This position provides necessary oversight of federal fiscal requirements, ensures new federal regulatory
requirements are met by food service management companies, and meets the increased administrative
requirements in the federal Fresh Fruit and Vegetable Program. The need for this position was determined
after the reauthorization of the federal Food and Nutrition Services program. The timing did not allow the
agency to include a request for the position in the agency’s 2011-13 budget request.
Office of Assessment and Information Services
#1317301 (C1118, Research Analyst 4)
100% Federal Funds
Established 7/1/2011
(ALDER)
This position develops business rules linking student and educator data, which is necessary to comply
with ARRA and State Fiscal Stabilization Fund (SFSF) requirements. Expected outcomes include
technical manuals on the educator-student link, project plans, and quality control verification documents.
Improved partnerships with local education agencies are also expected as a result of this work. This is a
key component of the Oregon Statewide Longitudinal Data System grant and is funded through the
ALDER project.
#1317302 (C1487, Info Systems Spec 7)
100% Federal Funds
Established 7/1/2011
(ALDER)
This position maintains and evolves the enterprise data and application resources for the department as
part of the data project. This project is expected to continue for up to three years, and the need for this
position was confirmed when the Legislature approved the agency’s request to apply for the grant.
#1317304 (C0864, Program Analyst 4)
100% Federal Funds
Established 7/1/2011
(ALDER)
This position assists with oversight and leadership for a variety of data systems initiatives including “data
literacy.” This project is part of the ALDER project and is expected to continue for up to three years. The
need for this position was confirmed when the Legislature approved the agency’s request to apply for the
grant.
#1317313 (X7008, Principal/Executive Manager E)
100% Federal Funds
Established 7/1/2011
(Institute for Education Sciences grant)
This position provides program oversight and leadership for various enterprise data system initiatives.
The Statewide Longitudinal Data Systems grants were received in 2007 and 2009. These grant projects
are interdependent and interrelated. Deliverables of each grant are designed to build upon previous work.
The need for an executive leader who can provide continuity between projects is a key to the success of
the work. The need for this position is expected to continue through May of 2012 years and the need for
this position was confirmed when the Legislature approved the agency’s request to apply for the grant.
31 | P a g e
#1317315 (C1118, Research Analyst 4)
100% Federal Funds
Established 10/1/2011
(ALDER)
This position is responsible for developing an educator-student data linkage (ESDL); consolidating and
expanding early childhood data; assisting in the development for exchange and integration of postsecondary success/community college/workforce data; and assisting in the development of a
comprehensive statewide data quality plan. This position remains vacant due to recruitment issues
(position offered and turned down).
#1317316 (C1487, Info Systems Specialist 7)
100% Federal Funds
Established 10/1/2011
(ALDER)
Similar to the position above, this position is responsible for developing an educator-student data linkage
(ESDL); consolidating and expanding early childhood data; assisting in the development for exchange
and integration of post-secondary success/community college/workforce data; and assisting in the
development of a comprehensive statewide data quality plan.
Office of Educational Improvement and Innovation
#1317506 (C1118, Research Analyst 4)
100% Federal Funds
Established 7/1/2011
(Title 1A and Title 1C)
This position assists with the reporting and maintenance requirements associated with the Oregon Migrant
Student Information System (OMSIS). The position meets critical demand for data work. The agency’s
2011-13 budget request included a permanent position but it was not included in the Governor’s Balanced
Budget. Because of timing issues, this position has not yet been filled. Critical work related to federal
monitoring findings was contracted out, and the new hire will need to complete the backlog of work that
is not currently being done.
#1317507 (C2301, Education Specialist 2)
100% Other Funds
Established 10/1/2011
(Charter School Funding)
Due to the growth in the Oregon Public Charter School Program, technical assistance and regulatory
oversight are needed. Following an investigation by ODE and the Department of Justice, this position was
added to maintain timeliness of technical assistance and regulatory oversight. The position will be
financed with state-sponsored charter school dollars that come back to ODE from districts as Other
Funds.
#1317508 (C2301, Education Specialist 2)
100% Federal Funds
Established 7/1/2011
(ESEA funding)
This position manages work under new federal ESEA regulations for the School Improvement &
Accountability Team. If workload is ongoing, a new position will be requested during the 2013-15 budget
development process.
#1317509 (C2301, Education Specialist 2)
100% Federal Funds
Established 7/1/2011
(ESEA Funding)
Similar to the position above, this position manages new federal ESEA for the School Improvement &
Accountability Team. If workload is ongoing, a new position will be requested during the 2013-15 budget
development process.
32 | P a g e
#1317510 (C0104, Office Specialist 2)
100% Other Funds
Established 7/1/2011
(Charter School Funding)
Due to the growth in the Oregon Public Charter School Program, technical assistance and regulatory
oversight are needed. Following an investigation by ODE and the Department of Justice, this position was
added to maintain support the timeliness of technical assistance and regulatory oversight. The position
will be financed with state-sponsored charter school dollars that come back to ODE from districts as
Other Funds.
#1317511 (C2300, Education Specialist 1)
50% Other Funds/50% Federal Funds
Established 7/1/2011
(Oregon and U.S. DVAs)
This position fulfills ODE obligations to the U.S. Department of Veterans Affairs (USDVA) for the
Veterans Education Program approval process. The work has been accomplished through limited duration
positions since 2005-07. This position monitors the agency’s compliance with the requirements of
Chapter 1606 of Title 10 U.S.C. The position is funded through federal USDVA grant and funds received
from the Oregon Department of Veterans Affairs.
#1317512 (C5248, Comp Specialist 3)
100% Other Funds
Established 7/1/2011
(Private Career School Fees)
This position ensures compliance in the Private Career Schools (PCS) program. This position monitors
compliance of individuals and organizations involved in running private career schools in Oregon and is
funded with PCS fees paid to the agency to support the program.
Office of Finance and Administration
#1317402 (C0860, Program Analyst 1)
100% Federal Funds
Established 7/1/2011
(ARRA)
This position coordinates the ARRA State Fiscal Stabilization Fund and the Education Jobs (ED Jobs)
programs. These programs are expected to continue through September 30, 2012. These are high-profile
federal stimulus programs that have brought over $400 million to the state for Oregon’s K-12 schools.
Because ARRA funding was not available for this position, it was not filled. Critical federal activities
have been done by another LD position (#1317414 listed below) and permanent staff in the School
Finance Unit. Use of permanent staff has created a backlog of other work.
#1317414 (C0108, Administrative Specialist 2)
50% General Fund/50% Other Funds
Established 7/1/2011
(Other Funds = Indirect Federal Revenues)
This position acts as primary contact between the department and sub-recipients regarding single audit
compliance and provides expert technical assistance to stakeholders. The position keeps the agency in
compliance with OMB Circular A-133, the Oregon Accounting Manual, and Generally Accepted
Accounting Principles guidelines.
33 | P a g e
APPENDIX B: TEMPORARY STAFF
In addition to permanent and limited duration staff, the department employs temporary staff. The duration
of employment generally is no more than six months or 1,040 hours in one year as required by policies of
the Department of Administrative Services. As of 12/16/11, the department employed the following
temporary staff:
Office of Assessment and Information Services
#0006363 and #0006357 - Student Office Workers
Expire 4/11/2012
Hired to organize and enter reading, writing, mathematics, science and social sciences items for
assessment of new science and math standards and anticipated new social sciences standards; tag items
for Computer-Based Read Aloud and the Braille interface
#0006372 - Education Program Specialist 2
Expires 6/25/2012
Hired to develop training materials to support official state scoring guide training and task development
for the Essential Skills of Reading, Writing, and Math. Materials are folded into training modules
delivered by ODE staff to local and regional education entities.
#0006414 - Office Assistant 2
Expires 3/23/2012
Hired to support and assist ODE staff with the science standards verification meeting and with the
updating and organization of the peer review materials needed as a result of the verification process;
organize items review sheets; and archive other materials
#0006415 - Program Analyst 2
Expires 1/25/2012
Hired to develop and maintain a systematic approach to the collection and reporting of data that can be
used to link specific educators to specific students. Responsibilities include developing and supporting an
interim advisory committee comprising members who represent key stakeholder groups.
#0006468 - Education Program Specialist 2
Expires 2/17/2012
Hired to work on preparation for field testing of the OAKS online writing assessment as well as facilitate
process for exemplar selection of writing papers; lead statewide writing scoring directors to develop, field
test and evaluate assessments in writing that measure student progress; lead work with content panel and
sensitivity panel to ensure that the statewide writing prompts address Oregon's content standards and
ethnic/cultural diversity; conduct regional trainings and oversee assessment implementation; lead
analysis/scoring of student work
#0006490 - Program Analyst 3
Expires 4/2/2012
Hired to track legislative bills and work that arises from new legislation; provide technical assistance on
existing grant projects; collaborate with grant representatives and stakeholders; track federal RFPs;
develop proposal strategy; participate in proposal development including program evaluation components
Office of Educational Improvement and Innovation
#0006481 - Project Manager
Expires 3/12/2012
Hired to oversee CTE data system improvement; work with program office staff and OAIS staff to
identify projects plans in motion and places where project work to update the system as a whole has yet to
be articulated and integrated into existing efforts; complete a master project plan and timeline that
provides a working map to track the progress of the system update and associated expenditures
34 | P a g e
#0006488 - Education Program Specialist 2
Expires 4/5/2012
Hired to create presentations to introduce the components, instruction implications, and resources for the
new Common Core State Standards (CCSS) for English Language Arts and Literacy to teachers
#0006496 - Education Program Specialist 2
Expires 4/18/2012
Hired to collaborate with ODE staff to develop components of the RFP required by SB 252; review
legislation and models; draft readiness criteria, application procedures, and grant reading processes;
assemble an application review team; and manage the grant reading process
#0006497 - Education Program Specialist 2
Expires 4 /7/2012
Hired to assist with the implementation of a new system of Consolidated District Program Reviews
(monitoring), working in collaboration with various EII teams; conduct desk reviews and site visits for
more than 40 districts; assist with the Bi-national and the Visiting Teacher programs
#0006437 - Research Analyst 3
Expires 1/27/2012
Hired to work on the SFSF reporting requirement; analyze qualitative and quantitative data previously
collected; contact districts for clarification of data when needed; compile results of analyses and write
preliminary report; work with ODE staff to prepare report for publication
#0006477 - Education Program Specialist 2
Expires 2/28/2012
Hired to work with new federal ESEA regulations for the School Improvement & Accountability Team
Child Nutrition Programs (Office of the Superintendent)
#0006501 and #0006502 - Office Assistant 2
Expire 5/13/2012
Hired to scan, organize and electronically file program review folders and supporting materials to
consolidate document storage for CNP
#0006297 - Office Specialist 2
Expires 1/7/2012
Hired to prepare training materials (copy, assemble information); track registration for CNP trainings;
process CNP correspondence, forms, and other materials; proofread, edit and format letters submitted by
specialists; track application, review and appeal activities; and notify specialists of deadlines
#0006362 - Operations & Policy Analyst 3
Hired to assist with the Farm to School program due to retirement of permanent staff
(This position currently is not filled.)
35 | P a g e
Expires 3/31/12
APPENDIX C: DOUBLE-FILLED POSITIONS
As of 12/16/11, the following positions have been double-filled:
Office of Assessment and Information Services
#0000210 (C1118, Research Analyst 4)
The incumbent in this position is currently serving as an officer for the Service Employees International
Union and on a leave of absence.
#0006000 (Z7010 Principal Exec Manager F (as LD and direct appointment))
This is a limited duration double-fill. The double-fill originally was hired to work in the Superintendent’s
office on ESD and other matters but currently works in the Governor’s office on special assignment.
36 | P a g e
APPENDIX D: CONTRACTED PROFESSIONAL SERVICES
The department uses a significant part of its Operations budget for contracted professional services in
support of its programs, goals, and mission because the department does not have the necessary expertise
or staffing levels, or both. As requested, the following pages contain information on professional services
contracts supported by the Operations budget - by office. These are contracts that are active or were active
at some point during the 2011-13 biennium to date (12/15/11).
.
37 | P a g e
State Board of Education
Vendor Name
Mass Ingenuity
Office Total
Contract
No
End Date
9230
8/31/2011
Fund
Description
Contract Amount Source
August 2011 State Board Retreat Presenter
3,750.00
GF
$
3,750.00
Office of the Superintendent
Vendor Name
Nutrition Programs:
MCI Foods Inc
McCracken Motor Freight Inc
Janet L Beer
Dynamic Internet Solutions LLC
DHX Advertising Inc
Dana Lynne Brown
Community Health Partnership
Good Source Solutions
The Bob Pike Group
Janet L Beer
Berdan, Garrett
Other:
Process Shift LLC
Romel Hernandez
Synergy-Legal Inc
Mary L Namit
Willamette ESD
High Desert ESD
Florida Virtual School
University Of Colorado
Office Total
38 | P a g e
Contract
No
End Date
8277
8412
8807
8816
8914
8987
9055
9223
9227
9296
9344
12/13/2012
7/7/2011
9/30/2011
3/31/2012
3/31/2012
9/30/2012
12/31/2013
6/30/2012
8/31/2011
12/31/2012
1/31/2012
7546
8664
8920
9185
9199
9201
9216
9217
12/31/2011
6/30/2013
6/30/2014
8/15/2011
6/30/2013
6/30/2013
6/30/2013
6/30/2013
Contract
Amount
Description
USDA Processing $
USDA Food Distribution Program
Diabetes Guidance For OR Students
CNPweb Special Issues
Graphic Design Artist
Facilitate Nutrition Advisory Meetings
Child Care Wellness Grant
USDA Carrier & Warehouse Services
Train The Trainer Sessions for CNP Staff
Update CACPF Admin Manual
Culinary Trainings For Food Service Personnel
Operations Consulting
Production Writer
Court Reporter Services for Fair Dismissal Appeals Board
Milken Education Award Recommendations
OVSD Statewide Helpdesk
OVSD Professional Development for Teachers
OVSD Course Content Licensing
PhET Interactive Simulations for OVSD
$
Fund
Source
146,638.93
OF
255,030.36
OF
3,000.00
FF
4,950.00
FF
17,810.00
OF
6,032.91 GF, OF
63,975.00
FF
1,500,000.00
OF
12,395.00
FF
5,950.00
FF
2,100.00
FF
6,125.00
17,155.00
20,000.00
1,200.00
160,000.00
525,000.00
230,000.00
60,000.00
3,037,362.20
GF
GF
GF
GF
OF
OF
OF
OF
Office of Assessment and Information Services
Vendor Name
American Institutes Research
Douglas Education Service District
College Entrance Examination Board
Umatilla - Morrow ESD
Douglas ESD
Multnomah ESD
Willamette ESD
College Board
Bethel School District
Clackamas ESD
Robert L Rose
Educational Policy Improvement Center
National Center For The Improvement Of Education
Oregon Community Colleges & Workforce Dev
Oregon University System
Teacher Standards & Practices Commission
Confederation Of OR School Administrators
Responsive Education Services
Braille Plus Inc
Braille Plus Inc
Willamette ESD
Oregon School Boards Association
Multnomah ESD
Clackamas ESD
Lane ESD
Confederation Of OR School Administrators
Metametrics, Inc
Office Of The Governor
Lane ESD
Office Total
39 | P a g e
Contract
No
End Date
7881
9/30/2013
8280
9/30/2011
8314
6/30/2012
8478
6/30/2012
8479
6/30/2012
8480
6/30/2012
8650
9/30/2011
8761
9/30/2012
8777
9/30/2012
8800
9/30/2011
9024
6/30/2012
9036
12/2/2011
9042
8/26/2011
9056
6/30/2013
9058
7/1/2013
9059
6/30/2013
9065
9/30/2011
9220
8/1/2011
9225
6/30/2011
9241 10/30/2011
9251
6/30/2013
9277
4/30/2013
9279
9/30/2011
9280
9/30/2011
9281
9/30/2011
9336 11/15/2011
9340
6/30/2012
9348
7/1/2012
9353
3/1/2012
Description
OAKS -- On Line Assessment $
DATA Grant Project Communication Specialist
Nat'l Norm Referenced Assessment
Assessment Site Coordinator
Assessment Site Coordinator
Assessment Site Coordinator
Assessment Site Coordinator $
School Level Files
Fiscal Agent For SLDS Grant
Data Grant Project Mgmt & Professional Training
Policy Advisor - Longitudinal Data Systems Grant
Evaluation Of Standards Setting
Consulting on Infrastructure for Assmnt of Essential Skills
Project ALDER
Project ALDER
Project ALDER
2011 Summer Assessment Conference Coord
Training for Teachers on Use of Achievement Data
Braille Transcription
Braille Tagging & Transcription
E-Rate & Connectivity Grant Services
Training for Board Members on Use of Achievement Data
Online Training Module for Common Core State Standards
DATA Project - Training Curriculum
DATA Project - Tools for Implementation
Research Project Re: Student Achievement Growth
Common Core Facilitator Services
Audio & Video Recording Of OR Ed Invest
Accountability Reporting
$
Contract
Amount
4,478,200.00
19,802.80
372,560.00
499,020.36
491,296.94
533,221.48
57,139.56
450.00
745,615.00
13,446.19
58,500.00
20,802.00
750.00
542,000.00
1,030,393.00
125,000.00
92,421.00
4,850.00
4,500.00
93,387.00
99,191.00
40,000.00
2,400.00
3,950.00
4,860.00
14,000.00
68,000.00
5,000.00
9,420,756.33
Fund
Source
FF
FF
GF
GF, FF
GF, FF
GF, FF
FF
GF
FF
FF
FF
FF
GF
FF
FF
FF
FF
FF
FF
FF
GF
FF
FF
FF
FF
GF, FF
FF
GF
Office of Educational Improvement and Innovation
Contract
Vendor Name
No
University Of Louisville Research Foundation Inc
8695
Mary C Forst
8812
Margaret J Nightingale JD
8820
David L Demarkey
8865
Katherine Holtgraves
8869
Michael R Hyder
8870
Debi Lorence
8871
Stephanie Mcinerney
8872
Sounds Of Silence Inc
8873
Kristen Miles
8905
Education Northwest
8919
Possibilities Inc
8932
Kathy Kreiter
8960
Katherine Anne Larson
8961
Simple Technologies
8972
Phyllis Rock
8983
University Of Oregon
9009
Oregon State University
9045
Western Oregon University
9051
Carla W Moyer
9064
Ayer, Carol Sue
9175
University Of Louisville Research Foundation Inc
9178
Gibson Consulting Group Inc
9181
American Institutes Research
9204
National Assn Of St Dir Of Voc Tech Ed Consortium 9231
Employment Department
9233
David & Associates
9239
Wisconsin Technical College System Foundation Inc 9252
Lisa Rose Horwitch
9257
Margaret J Nightingale Jd
9258
Possibilities Inc
9259
University Of Oregon
9266
Employment Department
9289
Adrienne Graham
9293
Laurie Glazener
9294
Grace Leblanc
9300
Judy Clark Guida
9301
Simple Technologies
9302
Nancy Johnson
9303
Sally Leet
9304
Kathy Kreiter
9305
Grace Leblanc
9306
Sharon Baum
9307
Phyllis Rock
9308
Carla W Moyer
9309
Cheryl Page
9310
Judy Clark Guida
9311
Cathy P Russell
9312
Willamette ESD
9316
Simple Technologies
9325
Judy Clark Guida
9326
Katherine Anne Larson
9327
Timothy J Buckley
9328
Phyllis Rock
9329
Clifford Brush
9330
Phyllis Rock
9331
Grace Leblanc
9332
Brush, Clifford
9333
Meta Associates
9341
Office Total
40 | P a g e
End Date
6/30/2012
8/30/2011
8/30/2011
6/30/2012
6/30/2012
6/30/2012
6/30/2012
6/30/2012
6/30/2012
6/30/2012
9/30/2012
8/30/2011
9/30/2011
9/30/2011
9/30/2011
6/30/2012
10/1/2011
8/31/2011
8/31/2011
9/30/2011
5/30/2012
6/30/2012
9/30/2011
6/30/2012
8/7/2011
6/30/2013
8/7/2011
12/31/2011
6/30/2012
6/30/2013
6/30/2013
9/10/2011
9/30/2011
6/30/2012
6/30/2012
4/30/2012
4/30/2012
12/31/2013
12/31/2013
12/31/2011
12/31/2013
12/31/2013
12/31/2013
12/31/2013
12/31/2013
12/31/2013
12/31/2013
12/31/2013
6/30/2013
12/31/2013
12/31/2013
12/31/2013
12/31/2013
12/31/2013
12/31/2013
12/31/2013
12/31/2013
12/31/2013
11/30/2011
Description
Applied Academic Research & Development (Perkins)
Charter School Mediator
Charter School Mediator
Charter School Application Reviews
Charter School Application Reviews
Charter School Application Reviews
Charter School Application Reviews
Charter School Application Reviews
Charter School Application Reviews
Charter School Application Reviews
Oregon School & District Improvement Network
Charter School Mediator
ESEA Federal Monitoring Services
ESEA Federal Monitoring Services
ESEA Federal Monitoring Services
Charter School Application Reviews
State Literacy Plan Development
2011 Oregon Migrant Student Leadership Inst
2011 Social Science Instruction Material Eval
ESEA Corrective Action Review
Nasdme 2012 Conference Planner/Coordinator
Provide Technical Assistance For CTE
External Evaluator Statewide
21St Century Grant Program
CTE Summer Workshop
Data Matching For Perkins Perf
Cte Summer Workshop Presenter
Curriculum Development & Consltn
Charter School Mediation
Charter School Mediation
Charter School Mediation
Data Analysis Of The Mirgrant
Career Magazine Develop/Distribution
Charter School Application Reviews
Charter School Application Reviews
CIP Budget Review Services
CIP Budget Review Services
ESEA Federal Monitoring Services
ESEA Federal Monitoring Services
ESEA Federal Monitoring Services
ESEA Federal Monitoring Services
ESEA Federal Monitoring Services
ESEA Federal Monitoring Services
ESEA Federal Monitoring Services
ESEA Federal Monitoring Services
ESEA Federal Monitoring Services
ESEA Federal Monitoring Services
ESEA Federal Monitoring Services
11/13 Migrant Education Service Center
Monitoring Services Title IC, Migrant
Monitoring Services for Title III
Monitoring Services for Title III
Monitoring Services for Title III
Monitoring Services for Title III
Monitoring Services Title IV, Part B
Monitoring Services Title V-B, Subpart 1
Monitoring Services Title V-B, Subpart 2
Monitoring Services Title V-B, Subpart 1
Migrant Program Service Delivery Plan
$
Contract
Fund
Amount
Source
120,000.00
FF
18,250.00
OF
4,796.00
OF
4,320.00
OF
5,640.00
OF
3,520.00
OF
5,960.00
OF
3,880.00
OF
5,400.00
OF
5,240.00
OF
366,602.27
FF
15,997.40
OF
3,615.00
FF
2,096.00
FF
4,160.00
FF
4,480.00
OF
52,800.31
FF
90,131.49
FF
26,031.79
OF
1,000.00
FF
4,900.00
FF
55,000.00
FF
81,100.00
FF
124,542.00
FF
1,200.00
FF
7,855.00
FF
2,250.00
FF
8,000.00
OF
6,500.00
OF
6,500.00
OF
6,500.00
OF
5,805.00
FF
37,000.00
FF
6,000.00
OF
6,000.00
OF
10,000.00
FF
10,000.00
FF
11,800.00
FF
11,800.00
FF
11,800.00
FF
11,800.00
FF
11,800.00
FF
11,800.00
FF
11,800.00
FF
11,800.00
FF
11,800.00
FF
11,800.00
FF
11,800.00
FF
819,500.00
FF
12,000.00
FF
10,000.00
FF
10,000.00
FF
10,000.00
FF
6,000.00
FF
6,000.00
FF
3,300.00
FF
3,300.00
FF
3,300.00
FF
23,600.00
FF
2,159,872.26
Office of Student Learning and Partnerships
Vendor Name
Western Oregon University
CSG Professional Services Inc
Western Oregon University
Jenny V Carmichael
Western Oregon University
Jones And Roth PC
University Of Oregon
Possibilities Inc
Julie Gentili Armbrust
Virgil James Wilson III
Michael Scott Bellows Jr
Virgil James Wilson III
Susan Meikle Stoops
James N Varner
Ralph Cortese
Pamela A Everitt
Oregon Employment Dept, Office Of Admin
Portland State University
Planned Parenthood Of The Columbia/Willamette
Clackamas Educ Serv Dist
Jessica Bogli
Oregon Corrections Enterprises
Portland State University
Washington Co Sch Dist 23J
Robert Alan Mckean
Abacus Research LLC
Kimberly Ingram-West Ph D LLC
Icf Incorporated
Native Wellness Institute
Possibilities Inc
Western Oregon University
Marick Tedesco
Oregon Department Of Human Services
Utah State University
Oregon Parent Training And Information Center Inc
Virgil James Wilson III
Ralph Cortese
James N Varner
Susan Meikle Stoops
Intelligence Consulting LLC
Julie Gentili Armbrust
Lisa Rose Horwitch
Margaret J Nightingale JD
Lynn Hunt
Virgil James Wilson III
Possibilities Inc
Michael Scott Bellows Jr
Mary E Rowe
Graham Hicks
Diane Wiscarson
Portland State University
Planned Parenthood Of The Columbia/Willamette
Planned Parenthood
William C Elvey
Oregon School Based Health Care Network
Crystal Persi
Robert Alan Mckean
Office Total
41 | P a g e
Contract
No
8201
8386
8477
8655
8667
8693
8697
8709
8710
8711
8718
8724
8725
8727
8728
8743
8744
8748
8768
8773
8774
8802
8859
8927
9014
9028
9035
9040
9180
9187
9212
9218
9226
9229
9232
9235
9236
9237
9238
9240
9243
9244
9245
9246
9247
9248
9249
9255
9275
9276
9278
9291
9292
9320
9321
9350
9355
End Date
9/30/2013
6/30/2013
8/31/2011
9/30/2011
6/30/2013
6/30/2013
1/31/2012
8/15/2011
8/15/2011
8/15/2011
8/15/2011
8/30/2011
8/30/2011
8/30/2011
8/30/2011
12/30/2011
6/30/2013
7/31/2011
7/30/2011
8/14/2011
7/31/2011
6/30/2020
6/30/2013
6/30/2012
10/31/2011
1/30/2012
8/31/2012
12/31/2011
6/30/2011
6/30/2012
12/31/2012
7/5/2011
9/30/2011
6/30/2012
6/30/2013
6/30/2013
6/30/2013
6/30/2013
6/30/2013
6/30/2013
6/30/2013
6/30/2013
6/30/2013
8/16/2011
6/30/2013
6/30/2013
6/30/2013
6/30/2013
10/6/2011
10/6/2011
6/30/2012
7/31/2012
7/31/2012
6/30/2013
7/31/2012
6/30/2012
5/21/2012
Description
Adm Multi-Year Database $
Federal SPR&I Analysis And Reporting
Even Start Program Analysis
Special Education Program Monitoring
Education Evaluator
MOE & High Cost Expenditures
Eff Behav/Instruct Support
Special Education Mediation Services
Special Education Mediation Services
Special Education Mediation Services
Special Education Mediation Services
Complaint Resolution Services
Complaint Resolution Services
Complaint Resolution Services
Complaint Resolution Services
Teen Parent Program
Administrative Law Judges
WISE Curriculum
Provide Recruitment Activities
Positive Behavior Support Initiative
Wise In Oregon Trainer
Procedural Safeguard Booklets Copying/Distribution
Pacific NW Consortium For Vision Education
Response To Intervention Implementation
School Improvement Steering Committee Fac
External Evaluator Spdg
Scaling Up State Transformation
Parent Involvement Survey
Train the Trainer for Native American Youth Educators
Create And Deliver Dispute Training
Transition Outcome Study
Personnel Development Grant Writing
Oregon Healthy Teen Survey
K-12 Educational Interpreters
Parent Education & Information
Complaint Resolution Services 2011-13
Complaint Resolution Services 2011-13
Complaint Resolution Services 2011-13
Complaint Resolution Services 2011-13
Special Education Data Mgr System Maintain
Special Education Mediation Services 2011-13
Special Education Mediation Services 2011-13
Special Education Mediation Services 2011-13
Special Education Mediation Services 2011-13
Special Education Mediation Services 2011-13
Special Education Mediation Services 2011-13
Special Education Mediation Services 2011-13
Mediation Services 2011-13
Special Ed Conf Presenter
Special Ed Fall Conf Services
WISE Curriculum
Youth Advisory Committee Services
Teen To Teen Trng & Support
Complaint Resolution Services 2011-13
WISE Train the Trainer
Teen Parent/Child Dev Consulta
Scaling Up Program Zone 1 Sd
$
Contract
Fund
Amount
Source
169,754.98
FF
188,500.00
FF
15,000.00
FF
900.00
FF
216,000.00
FF
72,034.50 GF, FF
79,380.00
FF
3,793.55
FF
6,183.24
FF
2,055.50
FF
4,828.09
FF
64,270.07
FF
13,704.36
FF
8,445.60
FF
1,425.45
FF
17,175.00
OF
250,000.00
FF
5,471.62
OF
618.00
OF
36,263.53
FF
917.50
OF
33,601.69
FF
3,000.00
FF
1,204,450.75
FF
2,600.00
FF
61,500.00
FF
41,400.00 OF, FF
42,130.95
FF
1,000.00
FF
18,850.00
FF
255,000.00
FF
800.00
FF
20,000.00
FF
20,009.00
FF
271,301.00
FF
50,000.00
FF
50,000.00
FF
50,000.00
FF
50,000.00
FF
21,000.00
FF
25,000.00
FF
25,000.00
FF
25,000.00
FF
25,000.00
FF
50,000.00
FF
25,000.00
FF
25,000.00
FF
50,000.00
FF
800.00
FF
800.00
FF
15,000.00
OF
1,600.00
OF
1,600.00
OF
50,000.00
FF
30,000.00
OF
21,950.00
OF
4,900.00
OF
3,730,014.38
Office of Finance and Administration
Vendor Name
Marion County School District 24J
Carruth Compliance Consulting Inc
Teresa T Massey
Claudine P Oriani
Carlos Rebelez
Lazar & Associates
Office Total
GRAND TOTAL
Footnotes
1
Monthly invoice at $100 per hour
42 | P a g e
Contract
No
8320
8465
9228
9234
9242
7898
End Date
6/30/2013
6/30/2012
7/15/2011
10/31/2011
11/15/2011
11/19/2012
Description
Provide Use Of School Buses for Training Bus Drivers $
403(B) Tax Deferred Annuity Program Administration
Conduct 2011 Core Bus Drivers
Training For ODE Management
Personnel Investigation
Document Translation Services (all offices)
$
Contract
Amount
9,273.99
4,200.00
1,800.00
625.00
3,995.00
10,053.32
29,947.31
$ 18,381,702.48
Fund
Source
OF
GF, OF
OF
OF
GF, FF
GF, FF
APPENDIX E: LIST OF LEGISLATIVELY APPROVED BUDGET REDUCTIONS
Line Item
Prgm. or Reference
Activity
on
Initials Submitted
Cuts List*
ASSESS
ASSESS
ASSESS
ASSESS
ASSESS
ASSESS
ASSESS
5
27
28
30
n/a
n/a
n/a
OEII
OEII
OEII
OEII
OEII
OEII
OEII
OEII
OEII
OEII
OEII
OEII
OEII
OEII
OEII
2
9
15
16
18
29
33
35
36
38
1
4 & part of
32
($12,034)
17
n/a
n/a
n/a
OSPI
OSPI
OSPI
OSPI
OSPI
12
19
21
22
n/a
OSPI
n/a
OSPI
n/a
OSLP
OEII
Program Unit/Activity Description
Item Writing Expenditures
Item Writing Expenditures
4th Grade Writing Suspension
7th Grade Writing Suspension
High School Writing Reductions
Math Paper & Pencil Comparability
Other Assessment Reductions
TOTAL ASSESS
"GED" Support
SB 443-Professional Development Task Force
Position Fund Shift
Position Fund Shift
Position Fund Shift
Position Fund Shift
Position Fund Shift
Position Fund Shift
Position Fund Shift
Position Fund Shift
Staff Development
BUDGET PKG
090 and 810
$
(100,000)
(150,000)
(200,000)
(410,000)
(1,159,000)
(2,019,000)
(35,000)
(117,966)
(34,383)
(9,581)
(76,655)
(10,840)
(57,357)
(57,357)
(22,943)
(57,357)
(20,000)
Office Operations
(94,452)
(20,000)
13
Staff Travel
Vacant Position Elimination (#1110033 [eliminated])
Health and PE Programs
Arts Standards
TOTAL EII
Dues to Partner Organizations
Position Fund Shift (#842)
State Board Support
Position Fund Shift - Legal Staff (#84)
Position Fund Shift - Oregon Virtual School District (#71)
Vacant Position Elimination (#707203) [eliminated but no General
Fund savings realized])
Internal Audit Position (included to reconcile to package totals)
TOTAL OSPI
Early Childhood (Kindergarten)
OSLP
14
Early Childhood (Oregon Pre-Kindergarten Services and Supplies)
OSLP
OSLP
OSLP
OSLP
OSLP
OSLP
20
40
41
42
n/a
n/a
TIRM
TIRM
TIRM
TIRM
TIRM
TIRM
TIRM
TIRM
OFA
Monitoring Systems and Coordination (Indian Education) (#118)
Early Childhood Reduction (#6015)
Special Education Reduction (#190)
Position Fund Shift (#206)
Vacant Position Elimination (#219 [eliminated])
Student Vision Screening
TOTAL SLP
Staff Reassignment to State Longitudinal Data Systems Grant
8
(SLDS)
10
Regional Data Warehouse Payments
11
Education Enterprise Steering Committee (EESC) Dues
23
Staff Reassignment to SLDS Grant
24
EESC Dues
26
Regional Data Warehouse Payments
31
Staff Reassignment to SLDS Grant
n/a
KIDS/Growth Model Quality Assurance
TOTAL TIRM
portion of Vacant Positions Elimination (#18 [eliminated], #94 [eliminated],
3 & 25 #82 [not eliminated])
TOTAL OFA
TOTAL ALL OFFICES
BUDGET PKG BUDGET PKG
TOTAL SPECIFIC
802 - Vacant
085 OFFICE
Position
Allotment RollREDUCTIONS
Savings
ups
$
-
(20,620)
(610,000)
(630,620)
(12,034)
(94,452)
(89,094)
(613,891)
(20,000)
(94,500)
(25,000)
(94,500)
(308,263)
(89,094)
59,792
(482,471)
(45,965)
-
(43,725)
(102,400)
(158,159)
-
59,792
(482,471)
(45,965)
(36,071)
(12,251)
(68,500)
(127,500)
(89,000)
(12,251)
(68,500)
(127,500)
(89,000)
(94,422)
(13,884)
(487,593)
(379,287)
(94,422)
(13,884)
(13,884)
(300,000)
(300,000)
(100,000)
(100,000)
(300,000)
(100,000)
(150,000)
(453,456)
(100,000)
(100,000)
(300,000)
(100,000)
(150,000)
(453,456)
(25,775)
(1,529,231)
(1,503,456)
(4,998,105) $
-
(25,775)
(25,775)
(171,231)
(171,231)
(354,747) $
(171,231)
(828,438) $
*ODE's cuts list can be located at http://www.ode.state.or.us on the Budget and Analysis Services page under the Office of Finance and Administration.
43 | P a g e
(20,000)
(89,094)
(43,725)
(102,400)
(861,144)
(20,000)
(94,500)
(25,000)
(94,500)
(308,263)
(36,071)
(94,422)
$
(100,000)
(150,000)
(200,000)
(410,000)
(1,159,000)
(20,620)
(610,000)
(2,649,620)
(35,000)
(130,000)
(34,383)
(9,581)
(76,655)
(10,840)
(57,357)
(57,357)
(22,943)
(57,357)
(20,000)
(171,231)
(6,181,290)