Illinois State Board of Education (ISBE) invited 10 districts to participate in a community of practice designed to increase understanding of how to braid and blend federal funds. District teams composed of principals, superintendents, business managers, and other district leaders participated in four 90-minute virtual sessions. The purpose of…

The use of selective, as contrasted with across-the-board, state funding as an incentive for program improvement in higher education institutions is discussed, and the experiences of four states (New Jersey, Florida, Ohio, and Tennessee) are examined for forces that work against the long-term feasibility of this approach. (Author/MSE)

Performance funding reemerged in the 1990s as a state budgetary method for complementing or replacing other funding strategies for public colleges to better promote and respond to specific policy concerns. It has the potential to correct some of the apparent flaws in traditional budgeting but is easier to define than to put into operation. (MSE)

The Texas legislature has mandated assessment of research programs in the state that receive separate line-item appropriations. The two-phase process involves institutional self-studies and site visits resulting in a final report with recommendations. The first two cycles of the assessment have indicated that process is more critical than result.…

This paper presents results of a study designed to determine whether each university in Florida's State University System (SUS) was being treated fairly by the funding methodologies used by the Legislature and the Board of Regents (BOR). The paper provides an examination of the generational formulas used by the Legislature and the BOR that result…

This report presents results of a study investigating the process used by the Board of Regents (BOR) for developing its legislative budget request, as well as the process used by the BOR for allocating appropriations among the universities. The report also includes an assessment of the extent to which funds are allocated on an equitable basis for…

State case studies of resource management for higher education are examined to develop a framework for use at all levels in analyzing current state finance policy. A resource management approach that can be used in several ways in the review and planning process is outlined. (MSE)

The present monograph has been "written with a view" to presenting in a simple and concise manner to the general educational public the most significant conclusions reached in the course of an extensive study of school finance, continued for several years and covering a number of states. Some of the data have been taken from bulletins of…

Formula funding in Illinois reflects decisions on value choices which can be grouped in the categories of enrollment linkage, mission and diversity recognition, equity and fair share, and quality and program improvement. The enrollment linkage of the Illinois formula ties credit hour grants and categorical programs directly to full-time equivalent…

Another year of financial difficulty for the state of California led to the suspension of the minimum-funding guarantee that has provided some financial protection for schools in recent years. In a negotiation with education leaders Gov. Arnold Schwarzenegger managed to craft the suspension in a way that protected education's interests at the…

An economic impact study of Ohio's public universities and medical schools provides documentation that state appropriations yield financial returns higher than virtually any alternative use of state funds, in the form of economic growth and increased opportunity for financial security. Some significant findings of the report are summarized here.…

When current fiscal data of New York State school districts are analyzed with information on pupil characteristics and staffing patterns, some policy issues are raised, including a mismatch between local district need and avaliable resources, shortchanging of New York City pupils, and a close relationship between local wealth and staff…

This report provides state-by-state figures concerning tax appropriations for the operating expenses of state colleges and universities. Included are an overall analysis of the recent 2-year changes in appropriations, an analysis by geographical region, and the trends in state support. Also highlighted in this analysis are the appropriation levels…

This newsletter summarizes the debate on the use of state-level initiatives as levers to effect fundamental changes in higher education. It provides several perspectives on the use of incentive/enhancement programs to achieve state higher education goals. The concept of budgetary leverage is outlined, and the growth in enhancement programs…

This paper examines some general principles affecting the timing, extent, and direction of fiscal changes in public school finance systems. To develop a framework that is applicable to a wide variety of states, the analysis concentrates on two dimensions: allocation and distribution. The median voter model and the fiscal neutrality model of state…