Bruce Baker at Rutgers University is one of the most eminent scholars of school finance in the nation.
In this post, he remembers the days when states insisted upon rigorous research to understand funding equity and inequity.
That kind of research, on which he cut his teeth, died, and he knows why.
“These were the very types of analyses needed to inform state school finance polices and to advance the art and science of evaluating educational reforms for their potential to improve equity, productivity and efficiency. But these efforts largely disappeared over the next decade. More disconcerting, these efforts were replaced by far less rigorous, often purely speculative policy papers, free of any substantive empirical analysis and devoid of any conceptual frameworks.
“This shift was largely brought about under the leadership of Arne Duncan. Kevin Welner of the University of Colorado and I explained first in a report for the National Education Policy Center and subsequently in shorter form in the journal Educational Researcher, that Secretary Duncan had begun to give lip service to improving educational productivity and efficiency, but accompanied that lip service with wholly insufficient resources. Kevin Welner and I explained that:
“the materials provided on the Department’s website as guiding resources present poorly supported policy advisement. The materials listed and recommendations expressed within those materials repeatedly fail to provide substantive analyses of the cost effectiveness or efficiency of public schools, of practices within public schools, of broader policies pertaining to public schools, or of resource allocation strategies.” [ix]
“Among other issues, the materials provided on the web site failed to acknowledge even the existence of the relevant conceptual frameworks and rigorous empirical methods which had risen to prominence in state supported and federally documented research in the years prior.”
John King, then the state commissioner in New York, quickly followed Duncan’s lead. The top researchers sat in the audience while Duncan’s favorites presented misleading graphs.
Thus did the field die.

Sorry, not exactly on-topic, I realize, but what exactly is “educational productivity and efficiency”? The very phrase sets my teeth on edge – sounds more like things the rephormers are interested in.
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The Obama/Duncan legacy is the destruction of science-based education policy on all fronts.
Obama/Duncan was the perfect seamless (and unseemly) transition to Trump/DeVos
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Yes, indeed.
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“The Maestro”
Chetty played the VAMdolin
At Nobel-chasing speed
Arne played the basket-rim
And Rhee, she played the rheed
Coleman played his Core-o-net
Eva played the lyre
Billy Gates played tete-a-tete
With Duncan and with higher
Sanders* beat his cattle drum
Devalue added model
Pseudo-science weighted sum
Mathturbated twaddle
John King played the slide VAMbone
But Maestro was Obama
Who hired the band and set the tone
For current grizzly drama
*William Sanders, who tweaked his algorithm for modeling cattle growth to model the intellectual growth of students and evaluate teachers.
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I think this could be set to the tune of Steve Goodman’s ‘Down in Banana Republics’.. Well Done!
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“The Duncan Horse 🏇”
The Duncan Horse
That turned the tide
Was Trojan force
That hid inside
A master plan
To privatize
With charter sham
And other lies
The horse concealed
A bitter fate
That Trump revealed
At later date
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Should be “a rival force”
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Could this be because most politicians don’t really understand science. I doubt that they really understand what it means to be truly literate.
Lawyers are all about SPIN.
And yes, the Obama/Duncan legacy was the perfect transition to Trump/DeVos. While I liked some of the things Obama did, his educaion policies were more than pathetic.
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Obama’s understanding of science was very selective.
He understood science well enough to bring in scientists like Nobel physicist Steven Chu as advisers on climate change and energy policy.
He could have done the same on education but did not. He chose not to do so.
If it was ignorance, it was willful.
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saddest truth
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Among other issues, the materials provided on the web site failed to acknowledge even the existence of the relevant conceptual frameworks …
“the underlying system of class rule, all the way down to its core labor processes, rests on the systematic dehumanization of the majority populace. It reflects the denial of full human rights, opportunities, and rewards, and the destruction of human capacities. Capital relegates most homo sapiens to subordinate status and less-than-fully human experience within and beyond authoritarian workplaces where masses are commanded to create and preserve ever more absurd levels of wealth and hence power for a small, privileged, parasitic, and ever more dynastically entrenched ownership and investor class. The manipulation of the many by the few is pervasive across all the nation’s leading institutions. What’s true on and in the nation’s shop-floors, offices, mines, call-centers, sweatshops, warehouses, distribution centers, fields, and mills is true all the way up the nation’s authoritarian political culture. America’s “corporate-managed democracy” functions largely as a “marionette theater” (Mike Lofgren) to divert, deter, and deflect the “bewildered herd” (top U.S. corporate-elitist propagandist Walter Lippman’s revealing description of citizen majority in 1922) or the “proles” (the working-class majority in Orwell’s dystopian novel 1984) from focusing on the nation’s real power centers and acting collectively against the real “deep state” powers that rule beneath and beyond the “visible state’s” (Lofgren) electoral, parliamentary, and media spectacles. A key goal is to keep the bull/populace – “the rabble,” the commoners – focused on the cape and the clown, not the mass-murderous master-class matadors and riders.” Paul Street
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So funny. It looks like the US Department of Education took their “21st century learning’ plan directly off the Google for Education website:
https://edutransformationcenter.withgoogle.com/?utm_source=keyword&utm_medium=social&utm_campaign=2016-gc-edu-runrate-orgsocial-other-impactportraits
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Here’s that sneaky little phrase that puts the onus on “school leaders” “to identify a range of funding sources, and seek savings and reallocation opportunities that align directly to student goals.”
Translation: No more government money will go to 95% of children to educate in this country.
Ending public funding for public education & turning it over to private entities has been a right wing project since the 1940’s. Superintendents, Administrators & Principals will be required to find wealthy donors & private grants to sustain their schools.
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It is fitting that Duncan should focus more on “efficiency and productivity” rather than authentic research and equity. In my opinion Duncan was never interested in equity as he fully intended to view education, not as a public service, but as a privatized business. A business focuses on efficiency and lowering the bottom line, not providing adequate service to all students. The only financial relationship Duncan saw for public education was that of the host that provided public revenue for a variety of parasitic privatization schemes. The diminished capacity of public entities was not his concern.
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Duncan was little more than the mouthpiece for Bill Gates.
All the rest follows quite naturally.
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Wonder what the payback was/is?
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“The diminished capacity of public entities was not his concern.” Actually it was Duncan’s primary concern. His sole purpose as Sec of Ed was to plunder & burn public education. He opened the markets for privatized charter chains. He did not open opportunities for small, individual Mom & pop charters, mind you. Those were some of the first to be shut down here in TN due to low test scores. The audacity of Rahm’s actions speak much louder than anything the Democrats might say today to justify their edu-reform agenda.
http://michaelklonsky.blogspot.com/2017/10/the-plunder-of-chicago-public-schools.html
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All part of the public-risk, private-profit scam that has become almost ubiquitous. Charters, social impact bonds, public-to-private utilities are no different.
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Yes; it feels naive to believe that ALL public service and public pension money isn’t looking lucratively vulnerable to those who wish to own it.
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I don’t know if I’d throw ‘public-to-private utilities’ in there. Communications & power utilities morphed organically with huge technological change. Barely 40 yrs ago we were still chained to immobile wire/ line systems which could only be managed centrally if they were to function across large regions. Swift tech changes could only be implemented with multiple competing private enterprise & much public mgt still reqd to make it work together safely. Particularly w/ power gen/ transm, we have more, cheaper, safer & cleaner product as a result.
This is completely different from the aping of industrial priv/public partnership being foisted upon us by ed reformers. Teaching / education never were monoliths, it is an entirely human enterprise, individualistic & continually evolving, which cannot be coded into simple stds etc. The extent to which public ed has become so monolithic that it infringes on the evolution of teaching/ learning represents overreach by politics & bureaucracy. Ditto policies tearing down the public enterprise by phony industry-aping introduction of private enterprise. Neither extreme encourages efficiency/ cost-savings, nor better quality nor more access to quality.
The glaring difference: safety, quality, & universal access are easily defined & quantified when it comes to utilities such as ,electricity & communication. Consumers reject explosions, brownouts, lousy reception, a return to ’70’s smog, etc. Education is complex, nearly indefinable much less easily-quantified, thus malleable to manipulation & scamming in the hands of politicians. (If it were physically possible to isolate poor areas & give them crap utilities peddled as ‘innovative’ it would be done already.)
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We knew Arne was bad news for public education and children from the beginning
Sent from my iPad
>
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Truth through research has been deserted;
All that matters is what’s asserted.
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Billions of dollars were diverted
Teaching children was perverted
Foot in mouth was oft inserted
Truth and falsehood were inverted
Ed “Reform” was Orwell-worded
Education — mugged and murdered
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Late and long.
Educational productivity and efficiency. These are not concerns of most teachers. They are foremost in the minds of economists who think that education should be regarded as a business, not just an institution with a financial dimension.
There can be no doubt that Bruce Baker’s narrative is asking for responsible statements about school finance. I am no expert in school finance, but you don’t have to be and expert to understand the ridiculous charts in Baker’s report.
There is more worth noting.
States and districts have for some time been required to follow financial reporting standards published in the National Center for Education Statistics Handbook – Financial Accounting for Local and State School Systems. Unless I am mistaken, the latest version is 2014. It has chapters on budgeting, governmental accounting, financial reporting and some new reporting requirements bearing on technology and security. Chapter 7 will give you more information than you probably wanted to know about school level financial reporting. https://nces.ed.gov/pubs2015/fin_acct/chapter7.asp
I think it fair to say that under the Obama Administration, USDE outsourced the distribution of information and policy ideas about school finance. One example is “The Building State Capacity & Productivity Center (BSCP).“ This federally funded center is supposed to help state education agencies “ meet the daunting challenge of improving student performance with diminishing financial resources” and to help them shift from a “compliance-based” to a “performance-oriented” accountability.
The BSCP Center enlists the Edunomics Lab and two other providers of services to address these topics: Performance Management; Productivity; Strategic Planning; Strategic Communications; Talent Development; Systems of Recognition, Accountability and Support (SRAS); Integrating Services for All Students (SPED). Not until we hit the word “students” is there a clue that these corporate/managerial concepts are being foisted on education, specifically for the purpose of cutting costs and demanding greater productivity.
With not much effort, I found that this BSCP Center is one of many conduits for ideologically driven reports.
In fact one of the non-sense charts in Bruce Baker’s report came from Dr. Margarita Rosa, Director of The Edunomics Lab. The Edunomics Lab is a Seattle-based research center operated under the umbrella of Georgetown University’s McCourt School of Public Policy. It appears to be bi-coastal, but it is firmly planted in the state occupied by Bill Gates. Dr. Rosa directs The Edunomics Lab but she is also Senior Research Affiliate at the Center on Reinventing Public Education in Seattle Washington. She was a Senior Economic Advisor to the Bill & Melinda Gates Foundation. Her Ph.D. in Education is from the University of Washington. In a prior career, she served as a Lieutenant in the US Navy teaching thermodynamics at the Naval Nuclear Power School.
The Associate Director of the Edunomics Lab, Laura Anderson, also worked at the Bill & Melinda Gates Foundation with the US Program Advocacy team.
The Edunomics Lab has been churning out plenty of studies bearing on teacher compensation, benefits and pensions; district resource allocation, educational productivity, financial transparency, innovation and technology, state finance policy, school level resource use, and student-based allocations of costs (about which I will say more).
In addition to having had a “partnership” with USDE the Edunomics Lab partners with the Council of Chief State School Officers (see for example this conference announcement http://edunomicslab.org/new-era-school-finance/). The Edunomics Lab is listed as a resource for the Financial Sustainability Website of CASEL—The Collaborative for Academic, Social, and Emotional Learning.
The cozy relationship of the Edunomics Lab and CRPE is evident in a few joint publications by Robin Lake and Margarita Rosa. It is more evident in support from the New America Foundation (funded by Google, Inc.; Ford Foundation; William and Flora Hewlett Foundation; Lumina Foundation among others).
Add the Rural Opportunities Consortium of Idaho. ROCI is belief tank set up by the JA and Kathryn Albertson Foundation in Boise, Idaho. ROCI operates with a task force led by Paul Hill, research professor at the University of Washington Bothell and former director of the Center on Reinventing Public Education. Other members of ROCI are Andy Smarick, a Partner in Bellwether’s Policy and Thought Leadership in support of charter schools (and like ventures), Andrew J. Rotherham (also with Bellwether) is executive editor of RealClearEducation, part of the RealClearPolitics. Add Marguerite Roza (not quite a master of charts) from CRPE.
These interlocking relationships are another example of the concentrations of power in education. Add the other foundations supporting the Edunomics Lab: Laura and John Arnold Foundation, Smith Richardson Foundation; and the Walton Family Foundation. Among those supporting CRPE: The Bill & Melinda Gates Foundation; Carnegie Corporation of New York; Laura and John Arnold Foundation; Michael and Susan Dell Foundation; and the Walton Family Foundation.
Marguerite Roza, has conducted several cost analyses of selected courses, by district, by grade level, by type of course (core versus elective), and expectations (e.g., Advanced placement, basic, remedial). This kind of budgeting– student-based allocation–is also known as weighted student funding.
Student-based allocation is taking root in districts where on-line instruction is intended to replace teachers and in those dierticts looking to “unbundle” courses and services (following the general idea of the airline industry).
The unbundling of costs is also tied to the idea of funding tiers of education—e.g., a core curriculum for all, with add-ons for additional fees. Add-ons might be courses in any of the arts, foreign language, field trips and so on. These schemes for financing are part of the promotion of vouchers, “opportunity scholarships,” competency-based and badge-based programs. Here are some of these analyses. http://educationnext.org/breaking-down-school-budgets-2/
School finance issues are never just about money. Educational productivity means that you try to get more bang for the buck. Add efficincy and you get some ridiculous proposals like those from CRPE, in David Monk’s rambling report “Out of the Box: Fundamental Change in School Funding.” Monk (an economist, offers recommendations such as these. Put a “high quality” teacher in a class with 100 students. If parents want small class sizes, then charge them more for that luxury. I trust that Bruce Baker would not support those ideas.
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