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ORIENTATION MEETING |
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TAPE 13-14,
A-B |
JANUARY 23,
2003 8:30 AM STATE CAPITOL BUILDING
Members Present: Representative Lane Shetterly, Chair
Representative
Wayne Scott, Vice Chair
Representative
Joanne Verger, Vice Chair
Representative
Phil Barnhart
Representative
Vicki Berger
Representative
Mark Hass
Representative
Elaine Hopson
Representative
Max Williams*
Members Excused: Representative Pat Farr
Witness Present: Ozzie Rose, Confederation for Oregon
Administrators
John
Marshall, Oregon School Board Association
Staff Present: Paul
Warner, Legislative Revenue Officer
Steve
Meyer, Legislative Revenue Office
Kathy
Tooley, Committee Assistant
TAPE 13, SIDE A
|
004 |
Chair Shetterly |
Calls meeting to order at 8:38 a.m. |
|
050 |
Steve Meyer |
Presented slide show on “School
Finance, Sharing State and Local Resources”, (Page 1, Slide Top, Exhibit 1). |
|
064 |
Meyer |
Continued presentation, beginning
“K-12 Dollars Pay For” (Page 1, Slide Bottom, Exhibit 1). |
|
080 094 |
Meyer Meyer |
Continued presentation, beginning
“K-12 Students” (Page 2, Slide 3, Exhibit 1). Question and discussion
interspersed. Continued presentation, beginning
“K-12 Resources Audited”, (Page 2, Slide Bottom, Exhibit 1). |
|
155 |
Meyer |
Continued presentation, beginning
with “K-12 Expenditures”, (Page 3, Slide 6, Exhibit 1). |
|
179 |
Meyer |
Continued presentation, beginning “K-12
and ESD Funding Sources”, Page 3, Slide 16, Exhibit 1). |
|
181 |
Meyer |
Continued presentation, beginning
with “State School Fund”, (Page 4, Slide Top, Exhibit 1). Questions and discussion
interspersed. |
|
220 |
Meyer |
Continued presentation, beginning
“State School Fund, (Page 4, Slide 18, Exhibit 1). |
|
232 |
Meyer |
Continued presentation, beginning
“State School Fund 2001-03 Transition”, (Page 5, Slide 19, Exhibit 1). |
|
255 |
Meyer |
Continued presentation, beginning “Formula
Local Revenue 2001-03 Transition”, (Page 5, Slide 20, Exhibit 1) |
|
270 |
Meyer |
Continued presentation, beginning “State
and Local Revenue 2001-03 Transition”, (Page 6, Slide 21, Exhibit 1). |
|
278 |
Meyer |
Continued presentation, beginning “State
and Local Revenue 2001-03 Transition per ADMw”, (Page 6, Slide 22, Exhibit 1). Questions and discussion
interspersed. |
|
301 |
Meyer |
Continued presentation, beginning
“State School Fund 2001-03”, (Page 7, Slide Top, Exhibit 1). |
|
327 |
Meyer |
Continued presentation, beginning
“Local Formula Revenue”, (Page 7, Slide Bottom, Exhibit 1). Question and discussion
interspersed. |
|
392 |
Meyer |
Continued presentation, beginning “State
and Local Revenue Allocation Estimates,” (Page 8, Slide 25, Exhibit 1). Questions and discussion
interspersed. |
TAPE 14 – SIDE A
|
001 |
Meyer |
Continued presentation, beginning “K-12
and ESD Revenue 2001-03 Biennium”, (Page 8, Slide 26, Exhibit 1). . |
|
010 |
Meyer |
Continued presentation, beginning
“Total Revenue Cap”, (Page 9, Slide 27, Exhibit 1). Question and discussion
interspersed. |
|
023 |
Meyer |
Continued presentation, beginning
“K-12 School Equalization Formula”, (Page 9, Slide 29, Exhibit 1). |
|
025 |
Meyer |
Continued presentation, beginning
“Distribution Principles”, (Page 10, Slide Top, Exhibit 1). |
|
050 |
Meyer |
Continued presentation, beginning
“Equalization Formula General Format, (Page 10, Slide Bottom, Exhibit 1). . |
|
058 |
Meyer |
Continued presentation, beginning “Equalization
Formula Cost Factors”, (Page 11, Slide Top, Exhibit 1). |
|
061 |
Meyer |
Continued presentation, beginning
“Equalization Formula”, (Page 11, Slide 33, Exhibit 1). |
|
070 |
Meyer |
Continued presentation, beginning “Formula
Student Counts”, (Page 12, Slide Top, Exhibit 1). Questions and discussion. |
|
080 |
Meyer |
Continued presentation, beginning
“Student Cost Weights, Special Education and at Risk”, (Page 12, Slide
Bottom, Exhibit 1). |
|
105 128 |
Meyer Meyer |
Continued presentation, beginning “Special
Education and at Risk Students”, (Page 13, Slide Top, Exhibit 1). Continued presentation, beginning
“Revenue by Student Weight, General Purpose Grant”, (Page 13, Slide Bottom,
Exhibit 1). |
|
130 |
Meyer |
Continued presentation, beginning
“Student Cost Weights, Grades and School”, (Page 14, Slide Top, Exhibit 1). |
|
134 |
Meyer |
Continued presentation, beginning
“Remote Small High School Weighted ADM (4 Grades) 20 miles to nearest high
school”, (Page 14, Slide 42, Exhibit 1). Question and discussion interspersed. |
|
163 |
Meyer |
Continued presentation, beginning “Small
High School Additional weight”, (Page 15, Slide 43, Exhibit 1). Questions and discussion
interspsersed. |
|
195 |
Meyer |
Continued presentation, beginning
“Student Counts ADMr and ADMw Extended”, (Page 15, Slide 46, Exhibit 1). Question and discussion
interspersed. |
|
225 |
Meyer |
Continued presentation, beginning “Teacher
Experience Adjustment” (Page 16, Slide Top, Exhibit 1) Questions and discussion
interspersed. |
|
235 |
Meyer |
Continued presentation, beginning “General
Purpose Grant”, (Page 16, Slide 48, Exhibit 1). |
|
268 |
Meyer |
Continued presentation, beginning “Transportation
Costs”, Page 17, Slide Top, Exhibit 1). |
|
271 |
Meyer |
Continued presentation, beginning “Transportation
Grant, (Page 17, Slide 50, Exhibit 1). Question and discussion
interspersed. |
|
285 |
Meyer |
Continued presentation, beginning “Transportation”,
(Page 18, Slide Top, Exhibit 1). |
|
290 |
Meyer |
Continued presentation, beginning “Facility
Cost”, (Page 18, Slide 52, Exhibit 1). |
|
295 |
Meyer |
Continued presentation, beginning “Facility
Grant”, (Page 19, Slide 53, Exhibit 1). Question and discussion
interspersed. |
|
310 |
Meyer |
Continued presentation, beginning
“Facility Grants”, (Page 19, Slide 54, Exhibit 1) Question and discussion
interspersed. |
|
342 |
Meyer |
Continued presentation, beginning “Equalization
Formula”, (Page 20, Slide Top, Exhibit 1). |
|
348 |
Meyer |
Continued presentation, beginning “Formula
Example” (Page 20, Slide Bottom, Exhibit 1). Questions and discussion
interspersed. |
|
407 |
Meyer |
Continued presentation, beginning
“Equalization Formula Examples”, (Page 21, Slide Top, Exhibit 1). |
TAPE 13, SIDE B
|
005 |
Meyer |
Continued presentation, beginning “Formula
Revenue K-12 2002-03, (Page 21, Slide Bottom, Exhibit 1). |
|
024 |
Meyer |
Continued presentation, beginning “State
School Fund, Payment Schedule”, (Page 22, Slide 60, Exhibit 1). |
|
035 |
Meyer |
Continued presentation, beginning “K-12
Formula Results”, (Page 22, Slide 62, Exhibit 1). |
|
044 |
Meyer |
Continued presentation, beginning “K-12
Formula Revenue Billions”, (Page 23, Slide Top, Exhibit 1). |
|
054 |
Meyer |
Continued presentation, beginning “K-12
Formula Revenue Per Student”, (Page 23, Slide Bottom, Exhibit 1). |
|
059 074 |
Meyer Meyer |
Continued presentation, beginning “K-12
Funding Equity”, (Page 24, Slide 66, Exhibit 1). Continued presentation, beginning “Formula
Distribution, District Revenue per Student 2001-02”, (Page 25, Slide 67, Exhibit
1). |
|
088 |
Meyer |
Continued presentation, beginning “Education
Service Districts”, (Page 25, Slide Top, Exhibit 1). |
|
090 |
Meyer |
Continued presentation, beginning “ESD
Mergers, (Page 25, Slide Bottom, Exhibit 1). |
|
092 |
Meyer |
Continued presentation, beginning “ESD
Regions”, (Page 26, Slide 71, Exhibit 1). |
|
100 |
Meyer |
Continued presentation, beginning “ESD
Purposes”, (Page 26, Slide Bottom, Exhibit 1). |
|
108 |
Meyer |
Continued presentation, beginning “ESD
Funding Sources”, (Page 27, Slide Top, Exhibit 1). |
|
112 |
Meyers |
Continued presentation, beginning
“Education Service Districts 2001-03 Biennium”, (Page 27, Slide 74, Exhibit
1). Question and discussion
interspersed. |
|
140 |
Meyer |
Continued presentation, beginning “ESD
Equalization General Logic”, Page 28, Slide 75, Exhibit 1). |
|
146 |
Meyer |
Continued presentation, beginning “Distribution
Method General Format”, (Page 28, Slide 76, Exhibit 1). |
|
150 |
Meyer |
Continued presentation, beginning “Low
Funded ESD”, (Page 29, Slide 78, Exhibit 1). |
|
163 |
Meyer |
Continued presentation, beginning “High
Funded ESD”, (Page 29, Slide 79, Exhibit 1). |
|
167 |
Meyer |
Continued presentation, beginning “Phase-in
Distribution”, (Page 30, Slide 80, Exhibit 1). |
|
179 |
Meyer |
Continued presentation, beginning “K-12
and ESD Equity Share of Total”, (Page 30, Slide 81, Exhibit 1). |
|
193 |
Meyer |
Continued presentation, beginning “Equalization
Target”, (Page 31, Slide 82, Exhibit 1). |
|
205 |
Meyer |
Continued presentation, beginning “ESD
Revenue Base, (Page 31, Slide 83, Exhibit 1). |
|
218 |
Meyer |
Continued presentation, beginning “Percent
of Gap Base Adjustment, High Funded ESDs only”, (Page 32, Slide 84, Exhibit 1). |
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231 255 |
Meyer Meyer |
Continued presentation, beginning
“Percent of Gap Base Adjustment, Low Funded ESDs only”, (Page 32, Slide 85.
Exhibit 1). Continued presentation, beginning “ESD
Minimum Revenue”, (Page 33, Slide 86, Exhibit 1). |
|
273 |
Meyer |
Continued presentation, beginning “Final
Equalization Distribution”, (Page 33, Slide 87, Exhibit 1). |
|
262 313 313 |
Meyer Verger Chair Shetterly |
Continued presentation, beginning “ESD
“Equity”, (Page 34, Slide 88, Exhibit 1). Can a school district, based on not
having revenue, not provide a mandated service. No.
Special Ed for instance is a federal mandate. There is no opt out
based on lack of local funding. Questions and discussion
interspersed. |
|
313 322 |
Ozzie Rose Meyer |
If the ESD stops providing the
special education services, the local district is responsible for providing
it by law. Continued presentation, beginning “Other
Funds”, (Page 34, Slide 89, Exhibit 1). |
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329 355 |
Meyer Chair Shetterly |
Continued presentation, beginning “Education
Stability Fund”, (Page 35, Slide Top, Exhibit 1). The available balance $107, does
that include the Oregon Growth Account Funds in the stability fund?. |
|
360 368 |
Meyer Barnhart |
It does not. Are any of the constitutional
triggers likely to be triggered this biennium 2003-05? Questions and discussion
interspersed. |
|
369 |
Warner |
There are two triggers most likely
to come into play. First, is two
consecutive quarters of falling employment on an annual average basis, it is unknown
at this time if this will be triggered.
The second, will definitely be triggered. It is the requirement that
Revenue Forecast be 2% or more less than at the close of session. The current forecast is -16% below the
close of session. |
|
393 |
Chair Shetterly |
Noted July 1 sets a new reference
point for that trigger. Questions and discussion
interspersed. |
|
420 |
Meyer |
Continued presentation, beginning “Local
Option Property Tax”, (Page 35, Slide 93, Exhibit 1). |
|
424 |
Meyer |
Continued presentation, beginning “Local
Option”, (Page 36, Slide 94, Exhibit 1). |
|
410 |
Meyer |
Continued presentation, beginning “Tax
Limits”, (Page 36, Slide 95, Exhibit 1). |
TAPE 14, SIDE B
|
002 |
Meyer |
Continued presentation, beginning “Exclusion
from Formula Local Revenue”, (Page 37, Slide 96, Exhibit 1). Question and discussion
interspersed. |
|
020 |
Chair Shetterly |
Of the districts that have passed
local options, have any of them hit that limit? And how many? The Chair recognized John Marshall. |
|
024 026 027 035 |
John Marshall Chair Shetterly Marshall Meyer |
Pendleton School District was
entitled to one of the equalization grants. That’s not equalization. Regarding
local options, how many districts have been constrained by that? Did not know. Continued presentation, beginning “Local
Option Per Student”, (Page 37, Slide 97, Exhibit 1). |
|
042 |
Meyer |
Continued presentation, beginning “Local
Option Elections”, (Page 38, Slide 98, Exhibit 1). |
|
080 |
Meyer |
Continued presentation, beginning “Local
Option Equalization”, (Page 38, Slide 99, Exhibit 1). Questions and discussion
interspersed. |
|
088 |
Meyer |
Continued presentation, beginning “2003-05
Biennium Balanced Budget”, (Page 39, Slide 100, Exhibit 1). |
|
115 |
Meyer |
Continued presentation, beginning “State
School Budget”, “Page 39, Slide 101, Exhibit 1). |
|
125 |
Meyer |
Continued presentation, beginning “K-12
and ESD Revenue 2003-05 Gov. Balanced Budget, (Page 40, Slide Top, Exhibit
1). |
|
135 |
Meyer |
Continued presentation, beginning
“K-12 Revenue Governor’s Balanced Budget, (Page 40, Slide 103, Exhibit 1). Questions and discussion
interspersed. |
|
107 |
Meyer |
Continued presentation, beginning “ESD
Revenue Governor’s Balanced Budget”, (Page 41, Slide Top, Exhibit 1). |
|
173 |
Meyer |
Continued presentation, “State
School Support if No Legislative Action”, (Page 41, Slide Bottom, Exhibit 1). |
|
160 |
Hopson |
Regarding cost per student,
particularly in comparison with other states, the Committee has heard costs
ranging from $10,000 to $4500. Is
there information that compares apples to apples? |
|
204 |
Shetterly |
Answered that the EcoNorthwest presentation
on Monday would have historical information that should answer that question. Questions and answers interspersed. |
|
241 |
Shetterly |
Meeting adjourned at 10:20 a.m. |
Tape Log Submitted by,
Kathy Tooley, Committee Assistant Reviewed
by Kim Taylor James
Exhibit Summary:
1. Meyer, “School Finance,
Sharing State and Local Resources”, 41 pages.