RD313 - Virginia Board of Education Review of the Standards of Quality - October 2009


Executive Summary:
In response to a directive from the 2009 General Assembly, the Virginia Board of Education undertook a comprehensive review of the Standards of Quality (SOQ). In this directive, the Board was asked to “evaluate the appropriateness of the existing staffing standards for instructional positions and the appropriateness of establishing ratio standards for support positions, with the objective of maximizing resources devoted to the instructional program.”

This review was undertaken during the April through October time frame. During that time, the following action was taken by the Board:

• Two public comment periods were held:
1. One in the spring and summer to gather comment for Board consideration and;
2. One in the fall to solicit additional comment and feedback on SOQ options under Board consideration.

• A consultant was procured to:
1. Examine SOQ allotted positions in relation to actual school division staffing;
2. Investigate other states’ education funding formulas in comparison to Virginia;
3. Analyze school division efficiency reviews in relationship to the SOQ; and
4. Undertake research and a literature review regarding appropriate ratios for both instructional and support positions.

With the information gathered during the first public comment period and with information from the consultant, the Board, in September of 2009, formulated a series of policy directions as well as issues for further study in the following areas:

Policy Directions

• Enhance the Standards of Quality so that the Commonwealth’s basic foundation program for K-12 public education reflects a comprehensive educational program of the highest quality.

• Provide clarity and greater transparency in SOQ funding with the goal of maintaining the Commonwealth’s commitment to public education funding at the state and local levels and encouraging a continued emphasis on school-based instructional services.

• Provide greater flexibility to school divisions in using noninstructional personnel funding for instructional support services.

• Support the appropriateness of establishing ratio standards for individual categories of “support service” positions as is the current practice used for instructional personnel.

• Advocate against permanent structural changes to the Standards of Quality that result in decreased funding for K-12 public education.

• Begin building a more comprehensive basic foundation program by including in the SOQ gifted, special education, and career and technical staffing ratios and certain incentive programs that have become core components of K-12 educational programs statewide and currently funded in the appropriations act.

• Set priorities for the Board’s unfunded SOQ recommendations from previous years so that these instructional staffing standards can be fully implemented in future years.

• Begin to address the Board’s school leadership priorities of requiring a principal in every school and increasing the number of assistant principals in schools with the greatest need.

• Mitigate the perverse incentive of reducing a school division’s special education funding when it mainstreams students with disabilities into general education classrooms or uses Response to Intervention (RtI) and/or other instructional supports to reduce the number of students identified as needing special education services.

• Provide additional policy guidance and direction to school divisions offering alternative or nontraditional educational programs, such as the Individual Student Alternative Education Plan (ISAEP).

SOQ Language Revisions to Address Policy Directions

• Codify the Board of Education’s recommendations that were included in the 2009 Appropriation Act providing flexibility in the use of existing funds for hiring reading specialists, mathematics specialists, data coordinators, and instruction of English language learners.

• Codify the provisions of the Early Intervention Reading Initiative and the Algebra Readiness program by including them in the Standards of Quality and requiring all school divisions to provide these interventions with funding currently appropriated for these incentive programs.

• Codify the appropriation act provision that the Standards of Quality includes a minimum of 58 licensed, full-time instructional positions per 1,000 students, including instructional positions for special education, gifted education, and career and technical education.

• Codify the staffing standards for special education (currently in regulations), gifted education (currently in the Appropriation Act), and career and technical education (currently in regulations).

• Provide school divisions the flexibility to deploy assistant principals to the schools with the greatest needs, so long as they employ a sufficient number of assistant principals divisionwide to meet the total number required in the current SOQ staffing requirement.

• Define the categories of personnel who make up “support services,” specify how those positions are funded, and require transparency in the use of funds by mandating divisions publicly report the state and local amounts budgeted and expended for each category.

• Permit school divisions to use funds for support services to provide additional instructional services and include instructional services as a separate category to be reported publicly.

Issues for Further Study

As resources become available, conduct a comprehensive study of the following complex funding issues and report the findings to the Governor and General Assembly for consideration as part of the 2010 review of the SOQ.

• The feasibility of converting the prevailing costs for each major category of the “support services” positions into ratios (for example, based on positions per 1,000 students), and including ratios for some or all of the categories in the appropriation act.

• The feasibility of establishing alternative staffing approaches to provide school divisions with additional instructional resources to address identified needs. This could include ratios based on positions per 1,000 students for assistant principals, school counselors, and library-media specialists that would reduce funding “cliffs.” It could also include assigning weights for students who may be at-risk and require additional support, including special education services, services to English language learners, and services to disadvantaged students.

• The feasibility of creating a special education incentive fund or other funding methodologies to mitigate the perverse incentive of reducing a school division’s special education funding when it mainstreams students with disabilities into general education classrooms or uses Response to Intervention (RtI) and/or other instructional supports to reduce the number of students identified as needing special education services.

• The feasibility of updating technology staffing ratios, taking into consideration the increased role of technology in instruction, assessment, and operations since staffing standards were first established in the SOQ.

• The feasibility of updating career and technical education staffing ratios, taking into consideration the (i.) implementation of new curricular pathways that require high-tech equipment and specialized instruction and (ii.) anticipated increased enrollments in CTE courses given the newly created standard technical and advanced technical diplomas.