The 2009 Short Session of the North Carolina General Assembly reconvened at Noon on Wednesday, May 12, 2010.  The Wake Delegation has added a new member, Representative Chris Heagarty, since the long session. The General Assembly has returned with more budget woes. The economy has not performed or turned around as expected. Unemployment is still high, and though the Department of Revenue has not reported the 2009 collections, there may not be the usual good news (April Surprise) from them this year. There appears to still be an $800 million plus hole in the budget. Members are going to have some hard decisions this year and when the Federal ARRA funds are gone next year there will be more tough decisions. Any serious tax reform seems dead for short session as members try to keep their House and Senate seats (those that are running again).  Talk around the building is it is going to be a tough year for the Democrats and we could see the Senate and possibly the House lose their majority. The primaries are over and 6 incumbents, Democrats and Republicans, are gone and the November general elections are not far off.

Speaker Hackney held a press conference Wednesday to outline the House Democratic Caucus focus for short session: 1) Jobs: Supporting small businesses and getting North Carolinians back in the workforce, 2) Education: Protecting our future by ensuring students receive a quality education, 3) Fiscal Responsibility: Balance the state budget and still meet the needs of the citizens, 4) Accountability: Transparency in state government and ethics legislation.

The Senate Appropriations Chairs are still planning to release their budget soon through the various subcommittees, and as of this memo they are planning to meet Friday, May 14 in the morning. Once the Senate release their budget I will distribute an excel spreadsheet with that information compared to the 201-2011 budget as well as the Governor’s budget proposal. Next week, Senate Appropriations is expected to meet and approve the budget (adjustments) on Tuesday and then to the Senate Floor for a vote Wednesday and Thursday. The word is they will not put any of the finance package in the budget bill, but will introduce it as a separate bill, as they did last year. Several issues continue to be discussed about the education/public schools budget including: line item cuts versus a larger discretionary cut, bus tort claims, handheld clickers for elementary and middle school teachers, furlough flexibility for public schools, university funding versus public school funding, lottery funds to support operations in public schools, etc. The Governor made her pitch on the handheld technology devices to the Senate Appropriations Chairs on Wednesday afternoon and rumor has it she has sold the Senate leadership on an allotment to put at least some of these in schools across the State. The lottery discussion is drawing some talk, but some leaders in the House are not interested in using these funds to plug the public schools funding hole and the word is the Senate is not headed in that direction either. Things are hectic right now, but the hope is they will finish the budget by early July and shut down the short session by the end of July.

The House and Senate held their first Session Wednesday. The Senate moved HB 1292 Employment of Noncertified School Personnel from the Senate Floor back to Education, where we believe it will remain without further discussion in 2010.  They held Session Thursday at 9:00AM and 11:00AM in the Senate and House respectively, and adjourned until Monday. The House Democrats will caucus on Monday at 6:00PM. The House announced their weekly schedule as Monday at 7:00PM and Tuesday and Wednesday at 3:00PM and Thursday at 1:00PM .  The Senate does not typically keep a set schedule for their meetings.

Bills Introduced:


HB 1292 Employment of Non Certified School Personnel: Re-referred to Education

HB 1666 Davie School Board

HB 1668 Sales Tax Exemption: 100% Recycled Material

HB 1669 Require Use of EVAAS in Schools

HB 1676 Substitute Teacher Unemployment

HB 1682 Ban Corporal Punishment for Children w/ Disabilities

HB 1683 Amend Sunset/Children/Disabilities

HB 1699 Education Cabinet Establish STEM Priority

HB 1700 Career Academy as Coop. Innovative High School

HB 1701 NC Sustainable Community Task Force

HB 1707 SHP/Age-out Dependents; Tobacco Use Testing

HB 1718 JOBS Commission Pilot Schools

HB 1719 Additional Flex/Coop Innovative High Schools


SB 1115 Carteret Schools May Administer Oath

SB 1116 Study/Early Childhood Education and Care

SB 1118 Consolidate Payments/Early Care and Ed Provider

SB 1119 Consolidate Regulation/ Early Care and Ed Provider

SB 1138 Ban Corporal Punishment for Children with Disabilities

SB 1139 Require Use of EVAAS in schools

SB 1140 Amend Sunset/Children with Disabilities

SB 1141 Task Force on Sports Injuries in Schools

SB 1142 School Support/Division Changes

SB 1143 Substitute Teacher Unemployment

SB 1150 Funds for Special Olympics NC

SB 1151 Supplemental Nutrition Assistance Program

SB 1152 Study Child Nutrition Program

SB 1153 Legislative Task Force on Childhood Obesity

SB 1155 Reduce Corporate Income Tax

2010 Deadlines

Drafts To Bill Drafting Filed

House & Senate Study Commission Bills            Wednesday, May 12                        Wednesday, May 19

House and Senate Budget Bills                              Friday, May 14                                  Tuesday, May 25

House & Senate Local Bills                                     Wednesday, May 19                        Wednesday, May 26

House & Senate Bills State Pension                     Wednesday, May 19                        Wednesday, May 26


Great Article… Useful Resource

From the UNC School Of Government web site….

Top Ten Questions about the Local Public School Budgeting Process

By Kara Millonzi

In my last post, I reviewed the constitutional and statutory framework for county funding of local school administrative units (public schools). As I explained in that post, the contours of a county’s legal responsibilities for funding public schools is not entirely clear. What is clear, however, is that counties expend a significant portion of their budgets on public schools—on average over 30 percent. And, in the aggregate, counties fund approximately 32 percent of public schools’ operating expenses and approximately 93 percent of public schools’ capital outlay. But, how does a county appropriate funds to its local school administrative unit(s)? What control does a county have over the expenditure of the appropriated funds? And, what recourse, if any, does a local school board have if it does not agree with a county’s yearly appropriations? The following addresses these and other frequently asked questions about the local budgeting process for public schools.

1. What is the County Budgeting Process for Funding Public Schools?

Step 1: Communication Between Boards

The board of county commissioners and the local board of education should engage in ongoing discussions during the fiscal year…..



Preview of State Board of Education Agenda

May 5, 2010 and May 6, 2010

The State Board of Education’s May Meeting begins with the Committee meetings on Wednesday. They begin with Globally Competitive Student Committee, 21st Century Professionals Committee, Leadership and Innovation Committee, and end with Business/Finance and Advocacy Committee. On Thursday, they meet to vote. Access to the SBE Executive Committee Summaries and documents are on the SBE website at the following link:


Wednesday, March 31, 2010

Globally Competitive Students Committee (9:30 AM)

Action and Discussion

  • GCS 1 Discussion of North Carolina’s Proposed New Accountability Model The State Board is requested to continue to discuss the components of the proposed model including: student performance, value-added performance for teachers, schools, and districts, long-term longitudinal growth, graduation rate, Future-Ready Core, and postsecondary readiness. There are decision-points related to each component that require discussion and input from the Board before adopting the new model. In addition, to the classification model, the Board intends to discuss the performance index numbers and growth index numbers. Consensus points include: 1) choice in post-secondary readiness, 2) Performance Composite continued, 3) Longitudinal Growth for LEA accountability 4) Graduation Project, 5) Five-year Cohort graduation model 6) Preference for 4-auadrant model for classification system 6) Revise Gateway System. Next Steps include the following: 1) Mechanism for additional SBE member input, 2) Finalize straw man of new model to gain formal feedback 3) Determine other ways to measure college readiness, 4) Run Simulations of the new model 6) Revisit semantics before roll-out 7) Teacher and Student working conditions survey, 8. Other data such as retention rates and who passed the test, as well as Algebra II data. This item will continue to be on the SBE agenda until the work is complete and the SBE is prepared to vote on final approval.
  • GCS 2 Occupational Course of Study (OCS)-Testing Issues Related to No Child Left Behind (NCLB) In 2008-2009, The US Department of Education notified NC DPI that NCEXTEND2 did not meet their approval and so the OCS students could no longer count as participants for determining AYP at the high school level. To remedy this problem the following steps are proposed for State Board discussion and consideration, for 2010-2011 and 2011-2012. There are five options for discussion: 1) Move up the timeline for OCS students to be taught the new Essential Standards with crosswalks to NC Standard Course of study for the assessed subjects, 2) Require OCS students to take the EOC assessments in English I (along with Grade 10 Writing assessment), Algebra I, and Biology until the NCEXTEND2 assessments are developed to accompany the new End of Course assessments based on the new Essential Standards, 3) Allow OCS students’ scores from a combination of the English EOC assessment and the Grade 10 Writing assessment, Algebra I, and Biology to be included in any AYP and ABC’s reporting 4) Waive (for OCS students only) the requirement in the policy (GCSC-003) that mandates EOC assessments count as 25% of the student’s final grade, and 5) Eliminate the current OCS NCEXTEND2 assessments from the statewide testing program and ABC’s accountability program (GCS-C-020). The department recommends: 1) the attached timeline of curriculum implementation and assessment be approved for OCS students, 2) SBE waive (OCS students only) the requirement in GCS-C-003 that EOC assessments count as 25% of a students’ final grade, and 3) Amend policy GCS-C-020 to eliminate the OCS NCEXTEND2 assessments from the statewide testing program and ABC’s accountability program. These recommendations will be implemented with the 2010-2011, and 2011-2012 school years. This item will be for Discussion in May and Action in June.
  • GCS 3 Policies Governing Services for Children with Disabilities The policies governing children with disabilities will be amended to reflect recent changes to IDEA and to clarify and align sections of the current policies. The amendment to the policies is presented for Discussion in May and Action in June. Policies GCS-D-000-008 and TCS-E-001 are being modified. The changes to the policies are comprehensive. A copy is available at the link listed at the beginning of the document.
  • GCS 4 State Hearing Review Officers The State Board is asked to approve three-year terms for the attached list of hearing Review Officers, who completed their certification training on March 8, 2010. The Hearing Officers terms will be from August 5, 2010 to August 5, 2013. The two individuals recommended for approval are Dr. Joe Walters from Western Carolina University and Dr. Betty Levey from Greenville

New Business

  • NC Falcon Formative Assessment Modules
  • Global/International Education Initiatives
    • Ø World Views (Robert Phay, Director),
    • Ø NC Center for International Understanding (Millie Ravenel, Executive Director) and,
    • Ø Visiting International Faculty (David Young, Chief Executive Officer).

21st Century Professionals Committee (1:45 PM)

Action and Discussion Agenda

Action on First Reading

  • TCP 1 Recommendations from the Advisory Board on Requests for Exception from Teacher Licensing Requirements Requests for exemptions for teachers to the licensure requirements and for prospective teachers who are not able to satisfy Praxis I cut scores will be evaluated by a panel chaired by a member of the Board. This is a closed session item.
  • TCP 2 Final Decision in Contested Case
  • Sandra Chesser v. NC DPI The State Board shall issue a final agency decision.


  • TCP 3 Revision of Board Policy to Reflect Changes in the Provisional Licensing Requirements for Career and Technical Education Teachers The State Board will discuss revision to Board policy, in the licensing requirements for CTE teachers.  The policy is being revised based on input received from all eight State Board districts and NC DPI meetings with CTE administrators. The State Board will discuss in May and is requested to approve the proposed CTE licensure revision in June, with an effective date of July 1, 2010. There are nineteen major changes to the policy: 1) Reformat the document 2) Updated examples of Bachelor’s degrees 3) Updated examples of related industry work experiences, 4) Eliminate the use of the 80 hour induction program as a substitute for the Instructional Methods course requirement, 5) Reduce 80 hour induction program to 40 hours and eliminate option to waive the requirement 6) Maintain 80 hours of induction for Health Occupations, 7) Maintain 80 hours of induction from CTE directors and instructional management coordinators, 8) Revise the course requirement for agricultural education 9) Change the Health Occupations–Specific Instructional Methods course requirement, 10) Change the Health Occupations-Specific Curriculum, Instructional Planning and Assessment course requirement 11) Add Pharmacy Technical Certification requirement to Health Occupations, 12) Add a Project Lead the Way Biomedical Sciences endorsement, 13) Reformat the Trade and Instruction Education course requirement sections, 14) Reformat the Trade and Industrial sections to include a matrix,
  • 15) Revise the Core Academic Competence Exam, 16) Remove the Core Academic testing requirement for T&I teachers who have Associate’s or Bachelor’s degrees, 17) Add a table to the Trade and Industrial section listing the requirement for licensure, 18) Add a footnote clarifying the restricted classification of the CTE Provisional Route License 19) Rename the VoCats licensure area to Instructional Management Coordinator. A copy is available at the link listed at the beginning of the document. This item is presented for Discussion in May and Action in June.
  • TCP 4 Proposed Standards for the evaluation of Speech–Language Pathologists New Standards for the evaluation for Speech-Language Pathologists are complete and are presented for Discussion this month. Once these are approved in June work will begin on the development and validation of the new instrument for Speech-Language Pathologists. There are five standards proposed: 1) School Speech-Language Pathologists demonstrate leadership, advocacy, collaboration and ethical practices, 2) School Speech-Language Pathologists promote a respectful environment for a diverse population of students, 3) School Speech-Language Pathologists understand and facilitate the implementation of a comprehensive approach to speech-language development, 4) School Speech-Language Pathologists promote learning for all students, 5) School Speech-Language Pathologists reflect on their practice. A copy is available at the link listed at the beginning of the document.
  • TCP 5 Proposed Qualifying Scores for Regenerated Praxis II Exams  The Educational Testing Service convened experts to meet on the test standards for Praxis II exams in the following areas: 1) World Languages-German, French Spanish 2) Business Education 3) Teaching and Reading 4) Special Education: Core Knowledge and Applications.  The State board will discuss and review the new qualifying scores. Each regenerated test will be administered in the Fall of 2010, with final administration of the current test to occur in the Summer of 2010. The new test scores are as follows: World Languages French: 162, German 163, Spanish 168, Business Education:154, Teaching Reading: 159, Special Education Core Knowledge and Applications: 151, Mild to Moderate Applications; 158, Severe to Profound: 158. The item will be on Action agenda for June and will be effective with Fall of 2010.

Leadership for Innovation Committee (3:00 PM)

Action and Discussion Agenda

Action on First Reading

  • LFI 1 Recommendations for Preliminary Approval of 2010 Charter School Applications The State Board will discuss the recommendations of the charter school application review committee. The review committee has voted six applications for State Board consideration. There will be one opening for a preliminary charter at the beginning of the 2010-2011 school year. The list is as follows. Leadership Learning academy, Piedmont IT Academy, Richard Milburn Academy-Wake County, Spruce Pine Montessori, Union Independent School, Water’s Edge Village Academy. SBE will provide final approval of the charter school no later than March 2011.

New Business

  • NCVPS/LEO Director’s Report

Business/Finance and Advocacy Committee Meeting (3:30 PM)

Action and Discussion Agenda


  • TCS 1 Membership-council on Educational Services for Exceptional Children The State Board is requested to approve the recommendations to fill the vacancies and reappoint Jill Scercy to a second term as a parent of a child with disabilities. The remaining recommendations are as follows: Vicki Simmons as Exceptional Children’s teacher, Melanie Hester as LEA representative, Stephen Brechbiel as vocational/community business representative.

Action on First Reading

  • TCS 2 Approval of Grants:
    • Exemplary Schools Awards for Reading First Grant Schools The State Board is asked to approve “Reading First” grants for schools during the 2010-2011 school year. For the first time the award will carry a $5,000 recognition grant and the school’s history a, growth, and trajectory of improved student achievement are part of the selection criteria instead of just proficiency. Wake does not have any schools being recommended for funding.
    • Education for Homeless Children and Youth Grant Awards for Local Education Agencies (LEAs) The McKinney-Vento Act seeks to ensure homeless children and youth are provided with a free and appropriate education and will have an equal opportunity to enroll and succeed in school. The total unallocated grant funds from 2008 are $668,190.95. The recommended allotments are as follows: 14 LEAs will receive funds for their initial proposals ($365,000 total); 96 charter schools will receive $750 each ($72,000 total) and the remaining 76 LEAs (who did not apply for a regular McKinney-Vento sub-grant or McKinney-Vento ARRA grant in 2009) will receive $3,041.98 each ($231,190 total). Wake is not listed as one of the 14 LEAs recommended for the immigrant funds nor is it one of the 76 remaining LEAs.
    • Education for Homeless Children and Youth Grant Awards for Charter Schools Each public charter school in NC is recommended to receive $750.00 to develop a Homeless Education plan.
    • Fresh Fruit and Vegetable Program Awarded to NCDP from USDA NC was awarded USDA’s Fruit and vegetable Program for 2010-2011. The program will provide $2,707,078 to be distributed to 106 elementary schools throughout the State. A total of 134 applications were received. The amount distributed to each school is based on their student enrollment. The program will provide fresh fruits and vegetable snacks daily free of charge to students in the 106 elementary schools selected for the grant. Funds may also be used to purchase nutrition education resources for use in the classroom and cafeteria. All schools were eligible to apply. The selection priority was given to schools with 1) at least 50 % eligible for free/reduced meals 2) innovative implementation plan 3) at least one partnership with an entity that provides non-federal resources or purchasing, handling, promoting or distributing fresh fruits and vegetable and 4) committed team of school personnel including principals, teachers child nutrition personnel and parents. Wake had two schools selected: Aversboro Elementary and Knightdale Elementary.
  • TCS 3 LEA-Based Calendar Waivers for Weather Related Causes The State Board is requested to discuss policy TCS-V-000. The policy provides for the LEA-based calendar waivers and due to the timing of the data collection and the development of school calendars the approval for waivers is one year behind (does not apply to the next school year). The missed calendar days due to weather are not reported until May and June, which is typically too late for an LEA to get a calendar approved for the upcoming school year. The State Board approves weather-related calendar waivers in October for the next school year. As a result of the unusually harsh weather in the western part of the State several LEAs would like to modify their calendars for 2010-2011 even though they were not approved in October 2009, and they would qualify (Buncombe and Asheville City) for waivers in 2011-2012. The State Board is requested to review the policy to see if the current process is appropriate or if it needs to allow for exceptions.


  • TCS 4 Revision to the School Attendance and Student Accounting Manual The State Board is asked to discuss the process of reporting absences for lack of proper immunizations as suspensions. After consulting with the Attorney General’s office a policy change is required to code the absence, due to a student’s lack of immunizations, as an unlawful absence, instead of a suspension. This change will become effective beginning July 1, 2010. This will be an Action item at the June meeting.
  • TCS 5 Restructuring State Pre-Kindergarten Rates The General Assembly has required the Office of Early Learning to restructure State pre-kindergarten payment rates. The State Board of Education is requested to determine an option for restructuring the pre-kindergarten funding for 2010-2011. Option I: Capped administrative costs and a state-defined differentiated rate for public and private providers. LEAs would be restricted to 2.1% (on average) for indirect cost rates to support administrative functions related to the More at Four contracts. Local Partnerships for children would be capped at 8% for administrative support functions. The Office of Early Learning would define differentiated per-slot rates to support the diverse cost structures of the different provider types participating in the state-funded program. Rates might be proposed as an example: Head Start=$3400 per slot, Public schools=$4300 per slot, Private Providers=$6,000 per slot. Setting the differentiated rates will take some time, but the administrative rates can be enacted for 2010-2011. Option II Capped Administrative Rates, 2009-2010 Provider Rates Held Harmless, More at Four Payment Structure Studied. The Office of Early Learning will cap administrative costs for local contractors for the 2010-2011 school year consistent with the parameters outlined in Option I. Additionally, the actual per-slot rates paid to providers in 2010-2011 will be held harmless. The Study will then allow a funding plan to be developed to maintain the delivery of prekindergarten services across the diverse group of providers currently making up the system. This option will allow the program to manage expected budget cuts, without limiting the number of children being served for 2010-2011.

Update on Contracts

Contracts over $25,000 – 11 Proposals

Contracts under $25,000 – 8 Proposals

Thursday, May 6, 2010

State Board of Education Meeting, (9:00 AM) Dr. William Harrison, Chairman

Call to Order

Pledge of Allegiance: Mr. Tom Speed

Approval of Minutes

Recognition of outgoing SBE Student Advisor

  • Mr. TeDarryl Powell, Senior Student Advisor to the State Board of Education

Key Initiatives Reports and Discussion

  • ACRE Update- Ms. Angela Quick
  • District and School Transformation Update-Dr. Pat Ashley
  • Cedars Update- Adam Levinson

Information Agenda

21st Century Professionals

  • TCP 6 2010 NC Teacher Working Conditions Survey-Survey findings will be provided at the meeting.

Leadership and Innovation

  • NCLB Enhancing Education Through Technology – IMPACT Evaluation Report NC DPI in partnership with the William and Ida Friday Institute conducted an in-depth evaluation of the IMPACT model school initiatives funded by NCLB Title II/D. The research represents ten years of the IMPACT Model school implementation, with approximately $42 million in federal funding.

Board Meeting and Committee Chair Reports

Superintendent’s Report

-Dr. June Atkinson:

  • Census 2010 Report

Chairman’s Remarks

-Dr. Bill Harrison, Chairman

  • Legislative Update:

New Business

Old Business



April 27, 2010

Senator Foreist, presiding

Senator Foreist, Co-Chair

Representative Yongue, Co-Chair

Report to the 2010 Regular Session of the 2009 General Assembly:

1 – School Calendar: The Committee recommends amending the current calendar law to provide LEAs the flexibility needed to make up the missed days. The amended law will apply only to the 2009-2010 school year.

2 – School Transition: The Committee recommends that the State Board of Education consider for implementation the following suggestions to better prepare students academically to make the transition from middle school to high school:

  • Develop and adopt a vision for the middle grades to prepare more students for challenging high school studies,
  • Consider having a team of professional within the DPI, whose job is to bring focus to the middle grades, including a plan for transition to high school,
  • Make adolescent reading an immediate and sustained priority,
  • Better prepare students for Algebra I by eighth or ninth grade,
  • Support professional development of teachers and school principals, and
  • Build student aspirations for college, advanced training and careers by engaging them in exploration and planning for future career and educational opportunities.

3 – College and Career Readiness: The Committee strongly supports the ongoing efforts of the University of North Carolina, the Independent Colleges and Universities, the North Carolina Community College System, and the Department of Public Instruction to ensure all students are college and career-ready, without needing remediation, and recommends they continue their work in this area. The Committee also recommends modification of existing State Board policy to assign every high school student a career coach or graduation mentor and require students to work with this person to develop a career plan.

4 – School Leadership: The Committee strongly recommends that the State of North Carolina closely examine this NBPTS (National Board for Professional Teaching Standards) program and consider supporting, when funds become available, principals who are interested in participating in this professional development program.

5 – Positive Behavior Support Initiative: The Committee recommends the General Assembly consider expanding the Positive Behavior Support Initiative at a level that allows for statewide implementation when funds are available.

6 – Education Value-Added Assessment System: The Committee strongly recommends that school improvement teams use the EVAAS or a compatible/similar system to collect diagnostic information on students and use the data to help raise student achievement. The Committee further recommends the enactment of legislation to require school improvement teams to use EVAA, or a system that is compatible with EVAAS to analyze student data to identify problems and determine action to address those problems. Proposed Bill Drafted.

7 – Broadband Access: The Committee strongly recommends that the General Assembly will continue to improve broadband access for all public schools.Students with Disabilities: The Committee recommends the enactment of legislation to ban the use of corporal punishment on students with disabilities. Proposed Bill Drafted. Delay the Sunset of an Act Pertaining to Discipline and Homebound Instruction of Students with Disabilities. Sunset extended to 2013 what was House Bill 12. Proposed Bill Drafted.

8 – Funding and Language for personnel in the School Support Services Division of DPI: 115C-546.2 (a) Provides $2 million in funding from the Public Schools Corporate Tax dedicated to school construction (reversions). The additional $500,000 will be used to hire an electrical engineer and environmental engineer to manage issues in the public schools with green construction as well as other environmental issues (mold and mildew etc.) Proposal Bill Drafted.

9 – House Bill 348 School Board Members Required Education Credits: Last year this bill passed the House and got stalled and changed in the Senate Education Committee. The bill seeks to add a $50.00 per credit hour fine to each and every school board member who does not complete the legally required 12 hours of professional development annually. Only 45 of the 115 school boards have fully complied and 72 percent of the total membership. Enforcement of the law is needed and Representative Glazier requests the committee to support the passage of House Bill 348, as it was approved by the House, without any of the changes made in the Senate.

10 – House Bill 536 Athletic Trainers Study Bill: This bill was part of the 2009 Studies Act, but a Task Force was not appointed. The Committee recommends creating a Task Force to address this issue. The Task Force shall study issues relating to sports injuries for all sports at the middle school and high school levels focusing on prevention and treatment of injuries and prepare a final report prior to the opening of the 2011 General Assembly. Proposed Bill Drafted.

11 – Substitute Teacher Unemployment: An act to restore a balance to the law on unemployment compensation for substitute teachers. “No substitute teacher or other substitute school personnel shall be considered unemployed for days or weeks when not called to work unless the individual is or was employed as a full-time substitute during the period of time for which the individual is requesting benefits. For the purposes of this subsection, full-time substitute is defined as a substitute employee who works more than thirty hours a week on a continual basis for a period of six months.” Effective when it becomes law. Proposed Bill Drafted.

The Joint Legislative Education Oversight Committee approved the final report after some discussion the increased funding in the #9 recommendation and required fine included in the #10 proposal. Representative Fisher also raised concerns that the #8(a) recommendation needed some further revisions to limit which special education students would not be subject to corporal punishment. The Chairs reassured members these bills had a long way to go in the legislative process and changes could be made in any of the Committees where they may be calendared for discussion. The JLEOC voted to approve the recommendations.

Lottery Oversight Committee Meeting Summary

April 29, 2010

Dr. Coulter and Mr. Hall Co-Chair

Lottery Commission Quarterly Report: Tom Shaheen, Executive Director of the Lottery Commission presented an overview of the half of the budget year. Initially they had projected revenues of $368 million for 2009-2010 and from July 1 through December 31 they have increased their revenues and revised their budget for net gains proceeds of $419 million, which is $51 million more than the lottery budgeted.

Update on Governor’s Proposed Budget and other Net Lottery Revenue Issues: Charlie Perusse, State Budget Director, Office of State Budget and Management presented an overview of the budget for the lottery. As of March 31, 2010 they had transferred $333.0 million to the Education Fund and they are projecting they will reach $419 million by June 30, 2010. Last year the Session law eliminated transfers to the Lottery Reserve Fund for the 2009-2011. In addition, the Technical Corrections bill included language to allow any excess lottery revenues to be distributed on an ADM basis to the LEAs who did not qualify for funds under the existing law. This section of the statue distributes a portion of the PSBCF monies (35%) based on county effective tax rates as compared to state rates. Mr. Perusse proposed transferring $31.9 million to comply with the technical correction bill and the remaining $19.1 million of the excess revenues be transferred to the Lottery Reserve Fund (present balance in LR-$16.8 million). The Governor in her revised budget plan for Education made the following changes:

Teachers in Early Grades (Class Size Reduction)             $136 M

Prekindergarten Program                                                $84.6 M

Public School Building Capital Fund                                    $176.5 M

Scholarships for Needy Students                                    $44.1 M

Total Estimated Lottery Revenues 2010-2011            $441.3 M

There were many questions as new members were appointed to the Committee. They questioned the Reserve, how much the State spends on Class Size Reduction ($1 Billion), how much on Prek- More at Four program ($170 Million), and how excess revenues are to be expended based on original lottery law (first 5% of net revenues to the Lottery Reserve and the 50% to Construction and 50% to Scholarships). There were many more questions including supplanting funds and how do we compare to other states……

Program Evaluation Division of the North Carolina General Assembly

April 28, 2010

Senator Clodfelter-Co-Chair, Senator Hartsell-Co-Chair-Presiding, Representative Crawford-Co-Chair, and Representative Cole-Co-Chair

Presentation and Committee Consideration of Recommendations on High School Graduation Project Requirement by Dr. Kiernan McGorty: In 2005, the State Board began requiring all public high school students, starting with the class of 2010, to complete a Graduation Project to graduate. Session Law in 2009 suspended that requirement for two years to allow the Program Evaluation Division to evaluate the cost and effectiveness of the Graduation Project requirement. Data was collected from public high schools. Visits were made to schools and districts as well as the State Board and DPI. Businesses and business groups were also part of the data sources. NC schools began requiring high school projects in 1994 that were typically completed in their senior year, in an English course. Sixty-nine percent of the schools surveyed decided to require the Class of 2010 complete the project. Many of these did not include the urban districts, but rather the smaller school systems in rural areas of the State. The DPI model is comprised of a paper, a product, a presentation, and a portfolio.

The evaluation of the Graduation Project resulted in four findings.

  • Finding 1: The cost to implement the state model is estimated at $6.6 million in the first year and $5.8 million in succeeding years. After communicating with the schools it was determined that only six percent of those participating were actually following the graduation model as DPI had intended. Currently, districts are spending $708 per school and schools spent $7,214 each in 2008-2009 to begin the effort.
  • Finding 2: Studies on effectiveness have limited designs and produced mixed results. According to USED strong evidence of effectiveness requires random control studies at multiple sites. Only three studies have examined outcomes from the senior projects and none were random. These studies produced mixed results.
  • Finding 3: Support is based on anecdotes and self reports. Graduation Projects may offer students a learning experience and they may also encourage businesses and communities to get involved in schools, but this is not fact based.
  • Finding 4: Initial implementation of the State model lacked necessary elements. There were many missing pieces including the following; program model, needs assessment, pilot studies, stakeholder engagement, centralized support, and evaluation.

The Final Recommendation is the General Assembly should direct the State Board of Education to delegate authority to school districts to decide whether to implement a Graduation Project requirement. This needs to be a local school system decision and that will require legislation since the legislation suspending the Graduation Project requirement expires July 1, 2011. A motion was made at the request of the committee to draft legislation to allow the Graduation Project to become a local option with school systems, and eliminate the requirement that is set to restart on July 1, 2011. The complete report is available upon request from my office.

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