This chapter describes a comprehensive set of best practices for the evaluation of state formula funding models and state higher education funding in general, based on existing practices within the United States. It represents a review of practices that lead to stakeholder engagement as an objective, collaborative process.

The United States cannot meet its higher education goals without changing the way it funds public colleges and universities. Current funding models do not sufficiently advance fully scaled improvements. Instead, today's models create unfunded mandates: Colleges are required to increase completion rates, but they do not receive essential funding…

Budgets do not only pay the costs of activities. They also reveal the ambitions and limitations of an organization. The opportunities presented in a budget are also bounded by the structural elements used by that institution: how costs and revenues are organized, how overhead is calculated and apportioned, and how assets and investments are…

Each state participates in the Workforce Innovation and Opportunity Act (WIOA), which prescribes certain types of activities and organizational structures for states to direct federal investments in workforce development. Participation in WIOA requires a state to create a workforce investment board with duties such as developing, implementing and…

In an environment of increasingly diverse classrooms and evolving pedagogical techniques, it becomes increasingly difficult for teachers and administrators to know how to best support students, especially those with high needs. At the state level, education funding policies have been forced into similar renovation, impelled by everything from…

Measures of student disadvantage--or risk--are critical components of equity-focused education policies. However, the risk measures used in contemporary policies have significant limitations, and despite continued advances in data infrastructure and analytic capacity, there has been little innovation in these measures for decades. We develop a new…

At its April 27, 2014 meeting, the Arkansas Higher Education Coordinating Board approved the funding models for the two-year colleges, universities, and the technical centers (former technical institutes merged with universities). These models had been developed in conjunction with presidents and chancellors after meetings and revisions. The…

This is the third paper on the topic of outcomes-based funding written by Dennis Jones for Complete College America. The first paper, "Performance Funding: From Idea to Action" (ED535356), proposed a set of design and implementation principles to help states develop and implement their own outcomes-based funding models. The second paper,…

Despite California's great wealth, child poverty places a drag on the state's educational performance. Disadvantaged children--including English learners, foster children, and the poor--do not receive the educational attention and services that they require to be successful. Although California's Local Control Funding Formula recognizes this…

The Career and Technical Education (CTE) playbook series has explored strategies and processes states can use to strengthen CTE program quality and provide students with pathways to postsecondary credentialing and middle- and higher wage career opportunities. In the first three CTE Playbooks, ExcelinEd provided a high-level view of how states can…

This report documents the second year of implementing Cycle-based Budgeting at Jefferson County Public Schools (Louisville, KY). In addition to aligning another $24.3 million new spending with the district's strategic plan, $20.3 million of existing spending was rolled into the process. Next, the challenges faced by the district to review 105…

The Massachusetts community college system is entering a second year with funding for each of its 15 schools determined using a new performance-based formula. Under the new model, 50% of each college's allocation is based on performance on metrics related to enrollment and student success, with added incentives for "at-risk" students…

Students need learning experiences connected with the world of work to equip them to enter the workforce and secure good jobs. This report provides an overview of funding for career and technical education and a detailed look at Career and Technical Education (CTE) funding models in Arkansas, Indiana, Ohio, Oklahoma, South Carolina and West…

Over the past several years, public higher education, both in the U.S. and internationally, has increasingly been required to explain, defend, and validate its performance and value to a wide variety of constituents, including governors, legislators, students, parents, employers, and taxpayers. In addition, in 2006, then U.S. Secretary of…

In 2011, state legislators in Arkansas passed Act 1203, effectively enacting performance-based funding models for all state-run institutions of higher education. Over a period of five years beginning in 2013-14, 25 percent of every institution's base funding will be allocated according to performance. Under the direction of the Arkansas Department…