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Based on responses to this year's questionnaire and previous ones, there appear to be at least four factors that explain why superintendents favor changes in educational funding:
In previous studies, declining enrollment districts reported more cost-cutting actions than districts with increasing or stable student populations. Furthermore, superintendents from districts that have lost students also have been more critical of the revenue caps than superintendents with stable or increasing student populations. These are important points because more than one-half of superintendents (55%) say that their district is projected to drop in enrollment during the next 4-5 years (see Table 1).
This does not mean that districts with increasing enrollments are immune from the revenue caps. For example, a fast-growing district, requiring new buildings and added staff, also can have serious problems under the revenue caps law. This explains why superintendents from districts experiencing significant growth express concern about the negative effects of the caps.
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Table 1
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Projected changes in student enrollment over
the next four to five years (2)
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% of districts
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expected change (mean)
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expected change (median)
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increase
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16%
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+6.7%
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+2.5%
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stay about the same
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28%
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--
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--
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decrease
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55%
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-7.9%
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-5.5%
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The majority of districts now must confront the problem of complying with the revenue caps as student enrollment drops year after year. This probably explains why 73% of all superintendents agree with the statement, "The fiscal viability of my district will be in serious jeopardy if there are no changes in the revenue caps in the next 3-5 years." Superintendents from districts with declining or stable enrollments are even more pessimistic. For these districts, 79% expect their district's fiscal status to worsen (see Table 2).
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Table 2
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Relationship of enrollment projections and
perceptions of future fiscal viability
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The future viability of district will be in
jeopardy
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projected change in enrollment
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strongly agree/agree
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neutral
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strongly disagree/disagree
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increase
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49%
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26%
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26%
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stay about the same
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79%
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13%
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8%
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decrease
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79%
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14%
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7%
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averages for all superintendents
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73%
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16%
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11%
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| When asked about future educational quality, 88% of teachers say that quality will decline over the next several years if the current trends in revenue, enrollment, and student demographics continue. Eighty-eight percent of teachers also say that the overall quality of education in their district has fallen since the revenue caps were implemented. |
Decline in Educational Quality
Superintendents were asked several questions about how the revenue caps have affected, or will affect, future educational quality.
When asked what effects the revenue caps have had on their district's educational quality, 71% say they have been negative. Likewise, when asked about future educational quality, 81% say that they expect quality to drop.(3) In districts projected to lose students, 89% report that quality will decline. Even in the 44 districts where enrollment is expected to increase, 41% of superintendents project a decline in quality (see Table 3).
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Table 3
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Relationship of enrollment projects and perceptions
of educational quality
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projected change in enrollment
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percent who say future quality will be lower
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increase
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41%
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stay about the same
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76%
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decrease
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89%
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averages for all superintendents
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81%
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Hiring and Retaining Staff
| Teachers were asked how likely they were to apply for a school administrative position in the next three-to- five years. Among all teachers, only 7% indicate that they are "very likely" or "likely" to do so. In contrast, eighty-seven percent say "not too likely" or "not likely at all." Among teachers younger than 45, 11% say "very likely" or "likely," compared with 79% who say "not too likely" or "not likely at all." |
Superintendents also express concerns about their district's current capacity to hire and retain quality staff. Fifty-five percent say that the revenue controls have made it more difficult to hire and retain quality teachers. Forty-two percent say the same about administrators, compared with 39% for substitutes and 35% for educational support professionals. Only two administrators (1%) say the effects have been "positive" (see Table 4).
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Table 4
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Effects of the revenue controls on hiring and
retaining quality staff
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job classification
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very positive/
positive |
no difference
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very negative/
negative |
don't know
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administrators
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1%
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55%
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42%
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1%
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teachers
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1%
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42%
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55%
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1%
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substitutes
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1%
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60%
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39%
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1%
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ESP
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1%
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63%
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35%
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1%
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Teachers were asked
if they would go into teaching again based on what they know about
the revenue controls, the QEO, and other factors. Forty-one percent
say yes, compared with 40% who say they would not. Nineteen percent
are uncertain.
When asked how long they will continue to teach, 18% say they will "continue teaching unless something better comes along." An additional 5% say they "plan to leave teaching as soon as I [they] can." Interestingly, the attitude about staying in teaching is unrelated to the age of the respondents. Seventy-six percent
of educational support staff say that the revenue caps have had
a negative effect on the morale. In addition, 89% say that support
professionals are "very" or "somewhat" concerned
about the impact of the revenue caps on pay and benefits. |
When asked how the revenue caps might affect their district's future capacity to hire and retain quality teachers, 88% of superintendents say the effects will be "negative" or "very negative." This is a sobering figure given that about one-third of Wisconsin's teachers are expected to retire during the next decade.
The Long Term Effects of Complying with the Revenue Caps
Beginning with the 1993-94 school year, districts have been required to
make cuts in programs or services in order to comply with the revenue
caps. Superintendents were given a list of programs and services and asked
to indicate if they had made cuts in any of them during the 2000-2001
school year. If a cut was made, they then were asked to evaluate the effect
of the cut, using a five-point scale ranging from "Very Negative"
to "Very Positive." With this format, it is possible to distinguish
between cuts in programs or services that are relatively minor, versus
cuts that have a significant positive or negative effect.
Table 5 shows the percent of districts making cuts in each of 27 areas during 2000-2001. The list is in rank-order (column one), based on the percent of districts reporting action. The next six columns show the percent of superintendents saying the actions were "Very Negative," "Negative" "Neutral," "Positive," "Very Positive," or "DK" (Don't Know).
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Table 5
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Effects of the revenue caps on 27 district
programs and services
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2000-01 school year
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Of those taking action, the % who say it was
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% taking action
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very neg
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neg
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no diff
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posit
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very posit
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DK
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| Spent less for improvements of buildings andgrounds |
77
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18
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61
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18
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01
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02
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--
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| Spent less for maintenance of buildings and grounds |
75
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18
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57
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22
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02
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02
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--
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| Delayed/reduced purchase of computers, other technology |
73
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19
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50
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25
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04
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02
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01
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| Offered fewer staff development opportunities for teachers |
72
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18
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48
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29
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04
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01
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01
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| Delayed/reduced purchase of curricular materials |
70
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19
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50
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26
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05
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01
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--
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| Delayed building maintenance or improvement projects |
69
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19
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60
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19
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02
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01
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-- |
| Reduced purchase of consumable supplies, such as paper |
66
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12
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39
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42
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06
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01
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01
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| Increased administrator workload |
66
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24
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53
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21
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02
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01
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01
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| Delayed hiring of new staff |
64
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17
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47
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32
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03
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01
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--
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| Did not replace departing staff |
61
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14
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48
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31
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04
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01
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02
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| Offered fewer field trips for students |
60
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10
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48
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38
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02
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01
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01
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| Increased student fees |
59
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14
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39
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45
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01
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01
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01
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| Used fund balance to support budget |
57
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31
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30
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34
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02
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02
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01
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| Increased teacher workload |
56
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15
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46
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36
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01
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01
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01
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| Increased class sizes |
56
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20
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46
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28
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05
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01
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01
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| Laid off teacher aides or other support staff |
54
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28
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35
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32
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03
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01
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--
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| Reduced programs for gifted and talented students |
53
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21
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31
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47
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01
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01
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--
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| Laid off teachers |
50
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29
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26
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42
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02
|
01
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01
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| Offered fewer courses |
49
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12
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34
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53
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01
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01
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--
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| Reduced programs for students who are at risk |
48
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17
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27
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51
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04
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02
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--
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| Reduced transportation services for students |
48
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15
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23
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57
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04
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02
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--
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| Reduced extracurricular programs |
46
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12
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24
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60
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03
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01
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01
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| Reduced counseling or similar services |
45
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19
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22
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55
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03
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01
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01
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| Reduced summer school programs |
43
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12
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22
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58
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06
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01
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02
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| Laid off administrators/supervisors |
42
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22
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13
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58
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04
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01
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02
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| Reduced number of academic courses offered to students |
41
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04
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27
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66
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01
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02
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--
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| Reduced courses in art, music, theater, band, etc. |
38
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04
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20
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73
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01
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01
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01
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Forty-one percent of educational
support staff say that there were "many" or "some"
significant building or maintenance needs in their district that
were not being met. Furthermore, 33% say that the revenue caps have
"hindered the capacity of support staff to do their jobs well."
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Last year the typical district made cuts in approximately 15 areas. However,
there were five areas in which 70% or more of superintendents say they
had taken action. For these five, an average of 71% of superintendents
report that the effects were "very negative" or "negative."
The top five areas are listed below:
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Teachers were asked to indicate
whether or not there had been improvement in the recent years in
13 features of the school environment, educational program, or condition
of teaching. Teachers report improvements in two areas: number of
computers and access to private telephones. In six of thirteen areas,
more than one-fourth say that conditions have worsened:
· enough quality staff
development opportunities (27%) |
Although cuts in the remaining 22 programs or services are not as large as those listed above, many relate directly to the heart of the educational program.(4) These include:
Referendum Option is not Endorsed
The law allows districts to exceed the revenue caps by passing a referendum. Although 48% of superintendents report that they may try to pass a referendum in the next two or three years in order to pay for operating expenses, opinions of superintendents about this option are not very positive. Their responses fall into four distinct categories, ranging from critical to positive; most comments are critical.
There are 151 comments that describe the referendum option as unworkable or difficult to achieve. Many superintendents make reference to the difficulty of passing a referendum, often stating that it is an unreasonable or ineffective way to meet necessary operating expenses. Others speak of the time and effort required for a referendum, the difficulty of getting taxpayers to understand school fiscal problems, and the difficulty of getting adults without children to vote in favor of school taxes, when this is the only tax for which people have the opportunity to vote.(5) There are an additional 30 comments expressing the opinion that school boards should have more flexibility and control over school finances.
| During the 2000-2001 school year, teachers report spending an average of $357 of their own money for school supplies and other school materials. In response to the same question, educational support staff say they spent an average of $70. |
There are 53 statements that are somewhat more positive. Of this number, 26 express an opinion along the following lines: "The referendum option provides the possibility of relief, so in this sense it's better than nothing." However, the superintendents who express these words also say that a referendum is not a good way for schools to fund programs and services. Finally, there are 23 comments that offer direct support for the referendum option, or state that the policy has personally benefited their district.
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(2) The mean value is the arithmetic average, whereas the median is the half-way point in a distribution (half above and below the value).
(3) Superintendents were given the following question: "Assume that the overall educational quality in your district is the number '8' on a ten point scale (with 10 being the highest). Given the current and projected trends in revenues, enrollment, and student demographics, what number do you think will describe the quality of education in 2006?"
(4) In their written comments asking
them to list specific classes, programs, or services that have been eliminated
or reduced, superintendents offered the following:
(5) Eighty-seven percent of superintendents disagreed
with the statement, "The average citizen in my community has a good
understanding of the way the revenue caps are affecting the local schools."