LEGISLATIVE REPORT SUBJECT: Hawaiian Studies Legislative Audit Compliance REFERENCE: HCR 85 (HR 59) (2012) ACTION REQUIRED: BOE and DOE mandated to comply in full with the findings and recommendations of the State Auditor: 1) Allocate resources to develop fundamental requirements ofK-6 programs and complete, disseminate and implement five-year strategic plan. 2) Update and revise Hawaiian studies program and curriculum guides for K-6. 3) Monitor funds. 4) Make clear statement of role ofkupuna, makua, and regular classroom teacher. 5) Allocate substantive resources to kupuna and makua training and educational programs. 6) Provide accounting of all expenditures; BOE and DOE report due to Legislature 20 days prior to 2013 regular session. Introduction The Hawaiian Studies Program was established by the Hawaii State Department of Education (DOE) in 1980 as a means to implement the 1978 State Constitutional Amendment stating that the "State shall promote the study of Hawaiian culture, history and language" (Article X, Section 4). The program is further guided by Hawaii State Board of Education Policy #2104 (approved 4/1912001, amended 112212009), which "supports the perpetuation of the native Hawaiian language and culture as an integral part of the state standards." The Hawaiian Studies Program is made up of two components: the "Kupuna" (elder) component and Hawaiian Studies component. The Kupuna component services kindergarten to sixth grade public school students. Cultural Personnel Resources (kiipuna and miikua) are hired as native resources at the school and district levels to share their cultural and life experiences with the students. Working collaboratively with the classroom teachers, the cultural personnel resources enhance the classroom experience with the learning of Hawaiian culture, history, and language. The Hawaiian Studies component provides curriculum support to 4th, i h and 9th/11 th grade classes in all public schools, since these are required Social Studies classes that focus on Hawaiian culture, history, language and society. Program activities also support training for classroom teachers and cultural personnel resources to incorporate Hawaiian cultural and historical content in a standards-based curriculum. Ke Aokahua Honua or place-based education is the foundational approach for instruction. Since the establishment of the Hawaiian Studies Program (HSP) in 1980, DOE educational specialists, resource teachers, and community resources have produced Hawaiian Studies instructional materials and provided in-service training for schools and districts to support and enrich the learning experiences of the students in the public school system. Report on Progress: House Concurrent Resolution No. 85 requests the Board of Education and Department of Education to report on the progress ofthe six legislative items ofHCR No. 85, as follows: 1. Allocate resources to develop the fundamental requirements of a viable K-6 educational program with stated goals, objectives, and evaluation measures, including the completion, dissemination, and implementation of five-year Hawaiian studies strategic plan. In August 2008, a five-year HSP Strategic Plan, modeled after the Hawaii State Department of Education's Strategic Plan was completed. This plan was recently revised in March 2012. The five-year plan for HSP was developed as an internal guiding document for the State HSP office. The HSP five-year plan includes funding for program activities, resources, professional development, and other actions. Funding for the Kupuna Component is via the budget allocation process (see the Appendix: Tables 1 and 2, Allocation of Resources). 2. Update and revise the Hawaiian Studies program and curriculum guides for grades K-6. The Hawaiian Studies Program Guide (December 2012) has been drafted and is being internally reviewed. The Hawaiian Studies Program Guide outlines the basic foundation and pedagogical framework for the Hawaiian Studies curriculum guides. The curriculum guides provide program content and guidance for instruction within a standards-based system (aligned with the common core standards). The curriculum guides are to be completed by Summer 2013 by the DOE Office of Curriculum, Instruction and Student Support - Hawaiian Education Programs Section. 3. Monitor the fiscal responsibility of the use of Hawaiian Studies funds in the schools. The HSP funding allocated to schools and districts continues to be monitored through the fiscal management and reporting systems in place within the DOE. The DOE continues to implement methods to better monitor the program finances. A survey has been developed to gather baseline data for the key performance indicators for the allocation of resources. The Hawaiian Studies student survey will be administered this school year (2012-13) to the schools by the district HSP CPR Coordinators. The program manager reviews reports on a quarterly basis and performs periodic checks when necessary. It is important to note, schools were previously allocated funds on a per student basis. Schools now receive funds during the first and second semesters to ensure the hiring of part-time cultural resource personnel for the school year. Funds are also budgeted for professional development. 4. Make a clear statement of the role of kupuna and makua as teachers of the Hawaiian culture and the role of the regular classroom teacher as a true partner in the endeavor. The DOE document Ke Kulana Kupuna (2004; updated, September 2010) is a resource guide that outlines roles and responsibilities of the cultural personnel resources (CPRs) - otherwise known as kupuna and makua - of the Hawaiian Studies Program. The document also provides general guidelines in establishing collaborative relationships between classroom teachers, kupuna, and makua. The role of the kupuna is shared in DOE-produced documents such as the Hawaiian Studies program and curriculum guides. Page 2 5. Allocate substantive resources to further kupuna and makua training and education programs in all aspects of Hawaiian culture so they can impart the knowledge as envisioned by the Hawaii State Constitution for the keiki (children) of Hawaii. Funds allocated to the DOE Office of Curriculum, Instruction and Student Support (OCISS) and district office coordinators are used to support and coordinate workshops and other professional development activities to DOE kupuna and makua in schools/districts. The DOE HSP office provides six meetings/in-service trainings a year for the seven district HSP CPR coordinators. Since 2001, the seven District Hawaiian Studies Program CPR Coordinators conducted monthly meetings/trainings/workshops each school year and the annual statewide DOE Kupuna Conference, "Ka Mapuna Hoe," provides information and sharing, workshops and in-service trainings for over 200 school level CPR (see Appendix: Tables 3 - 7). 6. Provide an accounting of all expenditures relating to the implementation of Article X, Section 4, of the Hawaii State Constitution that establishes a Hawaiian education program, and require accounting to be in accordance with the recommendations of the Management Audit of the Department of Education's Hawaiian Studies Program. Funds expended to implement the Hawaiian Studies Program are continuously monitored and checked through the DOE's fiscal management and reporting systems. (see Appendix: Table 8). Page 3 Appendix: Tables 1 and 2. SY2011-12 Allocation of Resources to districts/schools and the state office operations Table 1. SY2011-12 Allocations District/School Allocation State Allocation FTE Personnel Services (Salaries) positions "A'" Funds Honolulu Leeward Windward Central Hawaii Maui Kauai Allocation 2&3 OCISS * 3.0 TOTAL $142,785 $142,785 Other Personnel Services (Casual Hires) "AI" Funds $337,920 $411,740 $170,480 $356,320 $250,300 $226,200 $108,460 $155,510 $2,016,930 .. Supplies/Equipment "B" and "C" Funds $23,500 $16,000 $12,000 $17,000 $17,000 $12,500 $6,500 $26,667 $43,875 $175,042 Total $361,420 $427,740 $182,480 $373,320 $267,300 $238,700 $114,960 $182,177 $186,660 $2,334,757 *DOE Office ofCumculum InstructIOn and Student Support. The Hawallan Studies Program IS a program Wlthm OCISS that provides statewide support to districts and schools. Table 2. SY2011-12 Summary of Allocations Office Districts/Schools State Office (OCISS) TOTAL Personnel Services (Salaries) "A" Funds Other Personnel Services (Casual Hires) "AI" Funds $2,016,930 $142,785 $142,785 $2,016,930 Page 4 Supplies/Equipment "B" and "C" Funds Total $131,167 $2,148,097 $43,875 $186,660 $175,042 $2,334,757 Tables 3 and 4. Professional Development Activities for Kupuna, Makua, and Classroom Teachers Table 3. SY20 11-12 DOE Hawaiian Studies Program/List of activities and events Date 08125111 10118111 12/02/11 12/06/11 12/09/11 02/01112 02/07/12 02/08/12 04/26/12 05/07112 ActivitylEvent Honolulu District In-service and Common Core workshop CPR District Informational Session Leeward District In-service and Common Core workshop CPR District Informational Session Windward District In-service and Common Core workshop Central District Inservice and Common Core workshop CPR District Informational Session Maui District Inservice Ka Mapuna Hoe Kupuna Conference CPR District Informational Session Purpose/Objective/Outcome Target Audience #of part. Share program information and updates including budget allocation with CPRs and core standards information 29 Honolulu District CPRs 29 Share program information and updates and place-based learning 7 District Coordinators 7 Share program information and updates including budget allocation with CPRs and core standards information 29 Leeward District CPRs Share program information and updates and place-based learning 7 District Coordinators Share program information and updates including budget allocation with CPRs and core standards information Share program information and updates including budget allocation with CPRs and core standards information Share program information and updates. Planning for Ka Mapuna Hoe Share program information and updates including budget allocation Day long conference for CPRs End of year meeting Page 5 17 Windward District CPRs 29 7 17 Location Queen Lili 'uokalani Elementary Manoa Heritage Center Department of Hawaiian Homes, Ewa Mission Homes Queen Lili 'uokalani Children's Center 17 Central District CPRs 17 Ka'ala Elementary School District Coordinators 7 OCISS Annex Bldg. 264A 19 Maui District CPRs 19 120 CPRs Statewide 120 7 District Coordinators 7 Kahului Community Center Windward Community College OCISS Annex Bldg. 264A Table 4. SY2012-13 DOE Hawaiian Studies Program/List of activities and events (as of 12/07/12) Date 08/23112 08/24112 09/06/12 Activity!Event CPR District Informational Session 1 CPR District Informational Session 2 CPR District Informational Session 09/12112 CPR District Informational Session 09/18112 CPR District Informational Session 09/25112 CPR District Informational Session 10112/12 CPR District Informational Session 10/17112 CPR District Informational Session 10/17/12 CPR District: Standards In-service, part I CPR District Informational Session 10119112 10/25/12 State CPR District Coordinators Work Session 10/31112 CPR District Standards Inservice Part 2 Purpose/Objective/Outcome Target Audience #of part. Location Share program information; updates on budget information CPR-Honolulu District Gain basic knowledge on shifts in Common Core Standards CPR-Honolulu District Share program information; updates on budget information; gain basic knowledge on shifts in Common Core Standards Share program information; updates on budget information; gain basic knowledge on shifts in Common Core Standards CPR-Windward District 9* Queen Liliuokalani Children's Center CPR-Hawaii Island District 7* Kilauea Military Camp Share program information; updates on budget information; gain basic knowledge on shifts in Common Core Standards Share program information; updates on budget information; gain basic knowledge on shifts in Common Core Standards CPR-Kauai District 11 State Building, Lihue CPR-Central District 12* Wahiawa Hongwanji CPR-Leeward District 14* Hawaiian Home Lands Office, Kapolei CPR-Maui District 8* Kahului Community Union Church CPR-Maui District 8* Incorporate English Language Arts and Math Common Core Standards and Common Core strategies into lessons Place- and cultural-based curriculum, strategies, and techniques; sharing of concerns and successes; resource sharing among district and state staff to enhance school-level CPR skills CPR-Windward District 14* Kahului Community Union Church Queen Liliuokalani Children's Center CPR-Statewide District Coordinators 11 Gain a working understanding on planning lessons aligned to state standards; gain an understanding of formative assessment CPR-Hawaii Island District 21* Share program information; updates on budget information; gain basic knowledge on shifts in Common Core Standards Share program information; updates on budget information; gain basic knowledge on shifts in Common Core Standards Gain knowledge on the State Standards Page 6 Kauluwela Elementary 21* Kauluwela Elementary Hamilton Library and Hawaiian Studies Center, UH-Manoa Hookena Elementary 11/26/12 MalamaAina Knowledge of Hawaiian Studies content to enhance student achievement; information on 4th grade Hawaiian Studies content 11/30112 Value of Hawaii Knowledge of Hawaiian Studies content to enhance student achievement; information on i h and 9th grade Hawaiian Studies content 12/06112 State CPR District Place- and cultural-based Coordinators Work curriculum, strategies, and Session techniques; sharing of concerns and successes; resource sharing among district and state staff to enhance school-level CPR skills 12/07112 CPR District Gain a deeper understanding of the Common Core 1nK-6 State Standards for English service (follow-up) Language Arts, Fine Arts, Social Studies, Science, and W orId Languages as applicable to teacing Hawaiian Studies; gain a working knowledge of aligning a song, chant, and/or dance lesson to the State Standards *based on number of evaluations collected Oahu Grade 4 teachers 14 OC1SS Annex Statewide Secondary teachers 34 OC1SS Annex Statewide HSP CPR District Coordinators 9 Queen Liliuokalani Children's Center CPR-Windward District 12 Queen Liliuokalani Children's Center Table 5. List of activities for school years 2007-2009 Activity Grd LvI Moolelo Kalaleo Palapala K-6 Ohina Waiwai Hawaii Alive Hawaiian Studies Resource List benchmark alignment 7-12 7-12 District HSP CPR Coordinators' Meetings DOE Hawaiian Studies Conference Kupuna component K-12 K-6 4,7,9 K-6 Statewide program support 4,7,9 Oral History Project Ka Mapuna Hoe Moolelo Kulaiwi Project Kahua CPR's CPR's CPR's K-12 Purpose Training of integrated literacy skills, instructional strategies and knowledge; place-based literacy project Development of primary sources Development of an on-course featuring primary sources A resource list of Hawaiian text and materials aligned to specific benchmarks Update, work sessions, in-services, training and support to district level CPR's Conference to provide resources and support to Hawaiian studies classroom teachers Traininglinservice and support to Cultural Personnel Resources (CPR's) aka kupunalmakua Training and curriculum support for Hawaiian Studies teachers Capturing kupuna stories digitally Annual Conference for Hawaiian studies CPR's CPRIKupuna Writing Contest New teacher induction program Page 7 Table 6. Five-year summary of monthly in-service meetings conducted by the District CPR coordinators School Year # # Districts Leeward Windward Honolulu # mtgs # # mtgs CPR CPR 42 22 2011-2012 11 10 5 2010-2011 42 11 10 28 5 2009-2010 11 49 28 7 10 2008-2009 28 10 10 records unavailable 2007-2008 16 9 9 Note: Central Oahu and MaUl Dlstnct reports pendmg mtgs # CPR 40 44 49 51 49 Kauai # mtgs 8 9 10 10 9 Hawaii # CPR 16 16 16 16 16 # mtgs 9 9 8 8 8 # CPR 35 39 35 39 36 Table 7. Ka Mapuna Hoe Year Date 2012-Ka Mapuna Hoe Apr. 2012 2007-Ka Mapuna Hoe VIII Oct. 2006 2006-Ka Mapuna Hoe VIIINHEA Mar. 2006 2005-Ka Mapuna Hoe VIINHEA Mar. 2005 2004-Ka Mapuna Hoe VINHEA Mar. 2004 2002-Ka Mapuna Hoe IV 2001-Ka Mapuna Hoe III 1998-Ka Mapuna Hoe I Mar. 2002 Mar. 2001 Nov. 1998 # of CPR participan ts Location Windward Comm. College, Kaneohe Camp Erdman Leeward Comm. College, Pearl City Leeward Comm. Coli., Pearl City and McCoy Pavilion, Ala Moana Windward Comm. College, Kaneohe and Army National Guard Facility at Waimanalo Makaha Golf Resort Center for Hawaiian Studies, UHM Tokai University 120 78 120 130 128 196 180 180 Table 8. SY2011-12 Summary of Expenditures Expenditures TOTAL Carryover to SY2012-13 Personnel Services (Salaries) "A" Funds $60,189 Other Personnel Services (Casual Hires) "At" Funds $1,720,833 Supplies/Equipment "B" and "c" Funds $426,530 Total $2,207,552 $127,205 Page 8