This study explores the funding variations by English local authorities (LAs) in January 2014 for pupils with special educational needs and disability (SEND). Two quintile groups (n = 30) are used for comparing LAs with low and high levels of statements and case studies are presented to further explore the allocations. The research findings…

To address lingering pressures in the aftermath of the pandemic, California public schools received record funding, largely bolstered by nearly $60 billion in federal and state one-time stimulus funds. This report takes a comprehensive look at the allocation and uses of these federal and state educational recovery funds in California.

Universities are currently under considerable pressure to reach their stakeholders' expectations. Management tools that use strategic plans, key performance indicators and quality assurance methods are increasingly deployed. This paper aims to demonstrate how resource allocation can be aligned with institutional strategic plans with a very simple…

Sooner or later, talk of closing achievement gaps turns to education finance--specifically, fixing widespread disparities in school funding within individual states. The difference between the resources that a district needs to educate all students and the amount the district actually spends is called an adequacy gap. The availability and use of…

Over the past 25 years, a small but growing number of school districts have implemented weighted student funding (WSF), a type of school-based budgeting system, as a way to increase school-level autonomy and flexibility and more equitably distribute funding among schools. In these districts, education leaders have implemented policies that…

Concerns about the equitable distribution of school funding within and across school districts have led to new federal data collections on school-level expenditures. The American Recovery and Reinvestment Act of 2009 (ARRA) required states to collect and report, for the first time, school-level data on both personnel and non-personnel expenditures…

The effectiveness of educator incentive programs rests on the assumption that the potential rewards for participants will motivate them to behave in certain ways (e.g., choose certain jobs, expend greater effort, engage in capacity-building professional development). Some researchers have examined the impact of financial incentives on teacher…

Student-Based Budgeting (sometimes called Weighted Student Funding, or Fair Student Funding, depending on the district) differs fundamentally from the traditional funding model, which distributes resources to schools in the form of staff and dollars designated for specific purposes. Student-Based Budgeting (SBB) allocates dollars to schools based…

This article draws on data collected from a series of semi-structured interviews with headteachers and other stakeholders on the use of the Pupil Premium in Ofsted-rated outstanding schools. It has a focus on the significance of fundamental principles in determining how effective use is made of additional resources. In particular, the importance…

This paper presents a case study of two California school districts, San Francisco and Oakland, each of which have implemented their own versions of what is popularly known as a weighted student formula (WSF). One primary goal of the WSF policy is to increase the equity with which resources are distributed to schools. With respect to equity, the…

Given the current economic constraints facing the country, school districts in the U.S. have been pushed to develop annual budgets through a new lens and to accept the reality that budget adoption is a complex, political process. Whether a school district is rich or poor, growing or declining in enrollment, serving a specialized population or…

By late 2008, the United States was in the midst of its most severe economic recession since the 1930s, brought on by a collapse in real estate prices and exacerbated by the failure of many large banks and financial institutions. Heeding calls from economists, Congress and the Obama administration passed an historic law in early 2009 to stimulate…

The purpose of this qualitative case study was to examine perceptions of state legislators regarding funding of public higher education in the State of Missouri. To this end, I sought to determine how Missouri legislators perceive the purpose of higher education and the role the state government should play in funding it. The concept that higher…

This research examined the funding request process whereby higher education institutions seek financial support from state government. The study tested whether a model based on state goals and priorities for higher education could distinguish a funded request from an unfunded request. The research was qualitative and followed a comparative case…

Though the number of districts with student-based funding-type (SBF) policies has grown, the literature on the implementation and possible impacts of these policies is limited. To address this, this report describes the implementation of SBF policies in two California school districts--San Francisco Unified School District and Oakland Unified…