2002 Gubernatorial Candidates on Equity

News Release
Survey Results

News Release

For Immediate Release
August 22, 2002
Contact: Barbara Haig 414-257-3853

Gubernatorial Candidates Call for School Finance Reform
AEF Survey Indicates Concern for Children and Taxpayers

(MILWAUKEE) -- A survey of Wisconsin Gubernatorial candidates points to changes in the way the state finances schools, according to the Association for Equity in Funding, which sponsored the survey. AEF is an organization of Wisconsin school districts and individuals that supports an equitable state school funding system in order to assure an equal educational opportunity for all students. The complete survey and responses are available at www.waef.net.

"The system of financing public schools in Wisconsin needs to be dramatically changed," said Attorney General James Doyle in his response. "To achieve equity, we need to reform the funding formula as a whole; but we also need to make sure our public schools have the funding they need to provide these opportunities," according to Dane County Executive Kathleen Falk. "I support a complete review of school funding adequacy and fairness," responded U.S. Rep. Tom Barrett.

The Gov. Scott McCallum Campaign did not respond to the questionnaire because, according to a campaign spokesperson, AEF did not offer the opportunity for an endorsement -- criteria that the campaign set when considering surveys (AEF is a non-partisan organization and does not endorse candidates). "We believe it's (school funding) an issue and will continue to be an issue throughout the campaign," said the McCallum spokesperson. The Ed Thompson Campaign did not respond to the survey.

AEF based the survey questions on the Vincent vs. Voigt decision, the 2000 Wisconsin Supreme Court ruling that set a new educational standard for Wisconsin -- "Wisconsin students have a fundamental right to an equal opportunity for a sound basic education. An equal opportunity for a sound basic education is one that will equip students for their roles as citizens and enable them to succeed economically and personally."

When asked how the Governor can assure this equal educational opportunity is provided to all children regardless of where they live, the responses varied. Falk suggested changing the "state's spending priorities away from the $1 billion a year we spend on corrections, and toward early childhood programs." Barrett advocated three steps --Working for reasonable equity in school district access to state and local revenues; working to recruit, reward and retain excellent Wisconsin educators, which would involve eliminating the Qualified Economic Offer (QEO); and supporting a system of accountability for school districts and schools. Doyle supported moving "towards a system that provides more equal financial support to each student. The state should provide support for each student to receive a sound, quality education that is then adjusted based on a school district's property values."

The candidates also addressed questions about funding students with additional educational needs (which the Wisconsin Supreme Court requires be taken into account) and addressing the wide variation in school property tax rates.

"AEF believes state voters need to understand how each potential governor will handle the school funding system. All of the candidates agree that the system is in disrepair and must be dealt with in the next four years, although they have different ways of solving the problem," says Doug Haselow, AEF executive director.

"Throughout the gubernatorial campaign and the individual races for state legislators, AEF will continue to highlight the need for school finance reform to develop a system that is fair for students and taxpayers. The AEF legislative proposal addresses the issues raised by our state educational standard, and the state as a whole will benefit from its enactment," Haselow said.  Top


Survey Results

Note: The McCallum Campaign did not to respond to the questionnaire because, according to a campaign spokesperson, AEF did not offer the opportunity for an endorsement (AEF is a non-partisan organization) -- criteria that the campaign set when considering surveys. "We believe it's (school funding) an issue and will continue to be an issue throughout the campaign," said the spokesperson.

The Ed Thompson campaign did not respond to the survey.

  1. In its Vincent vs. Voigt decision, the Wisconsin Supreme court set a new educational standard for Wisconsin when it ruled, "Wisconsin students have a fundamental right to an equal opportunity for a sound basic education. An equal opportunity for a sound basic education is one that will equip students for their roles as citizens and enable them to succeed economically and personally." What does "equal opportunity for a sound basic education" mean to you? How can the Governor assure this equal educational opportunity is provided to all children regardless of where they live?

    Barrett:

      To me this phrase means that each Wisconsin child should have access to a free, quality public education from kindergarten to grade twelve. The quality of that public education should be reasonably equal to the quality of education provided for other Wisconsin children. Some indicators of quality include qualified and licensed teachers, school counselors and administrators; safe, comfortable and educationally suitable school buildings, classrooms and play areas; rich and comprehensive curriculum; adequate and up to date textbooks and curriculum materials; computers for students and training in their use; access to academic and other counseling; extracurricular activities; extensive parent involvement; and the active support of the community surrounding the school district. A Governor can help assure an equal educational opportunity is provided to all children regardless of where they live by:

      1) Working for reasonable equity in school district access to state and local revenues. Because elementary and secondary education is funded in part by property taxes, school districts' ability to raise local revenues depends on local property value. The state contributes "equalization aids" inverse to school districts' property wealth to balance out the difference in revenue -raising ability among school districts. It does so imperfectly. I support reviewing the school funding system and modifying it so that it more fairly distributes revenues to school districts.

      However, absolutely equal funding for each student in Wisconsin would not necessarily result in an equal educational opportunity for each student. Some school districts incur higher costs than others to provide the same services. Student transportation, for example, is more expensive for some school districts due to their geographic boundaries. Other school districts serve high numbers of educationally disadvantaged students who require services such as preschool, remedial instruction or lower class sizes to succeed academically. Some districts educate disproportionately high numbers of students with disabilities. Small school districts lack "economies of scale" available to larger districts and must come up with more revenue per student than other districts simply to cover "fixed" facility and overhead costs. All of these factors need to be considered when developing an equitable school funding system.

      2) Working to recruit, reward and retain excellent Wisconsin educators. We must be sure all Wisconsin students are taught by knowledgeable, effective teachers who are up to date in their subject areas as well as teaching methods. We must also ensure that effective teachers are recognized for their excellence and that they are enabled to help other, especially new, teachers reach their teaching goals. I support current state efforts to provide a career "ladder" for teachers and mentoring opportunities for new teachers. I also support repeal of the Qualified Economic Offer (QEO) law, because its existence diminishes the state's appeal to good teachers. It is also unfair to teachers who are the only public employee group subjected to salary caps.

      3) Supporting a system of "accountability" for school districts and schools. Under current law, Wisconsin school districts must adopt or develop academic standards students are expected to attain by graduation. Districts may adopt the state's academic standards--or they may develop local academic standards. Districts adopting the state standards must administer state-developed assessments to 4th, 8th and 10th grade students to measure whether the standards are attained. The results of the assessments are reported to school district residents and, through the DPI, to all Wisconsin citizens. Other data, such as dropout and graduation rates and the numbers of expulsions and suspensions, are also reported, by school and school district, to the public. I support a state assessment system and a statewide report to the public of important school and school district performance data, as required under current law.

      At the same time, Wisconsin's public school system has thrived under "local" control. I oppose state micromanagement of school districts, unnecessary mandates and state policies such as oversight of textbook selection or curriculum. However, in the case of consistently low-performing schools, I would consider state intervention. The state has the ultimate responsibility for elementary and secondary education, and the state must ensure affected students have the "sound basic education" which has been labeled as a "fundamental right" by our Supreme Court.

    Doyle:

      The system of financing public schools in Wisconsin needs to be dramatically changed. I strongly believe that every child in the state should be guaranteed a high-quality public education no matter where they live or what the economic background of their parents is. The large disparity in spending per pupil between school districts must end. We must move towards a system that provides more equal financial support to each student. The state should provide support for each student to receive a sound, quality education that is then adjusted based on a school district's property values.

    Falk:

      Last August, when I announced I would be a candidate for Governor, I said that every kid, in every corner of Wisconsin, deserves the opportunity for a good education. I agree with the Court's decision that this covers the many basic aspects of a child's education (math, reading, sciences, foreign language, etc...). But opportunity does not start and stop at the door to our public schools. I believe that children need the kind of smart start programs in place to ensure that they come to school ready to learn on day one. That's why my first reform proposal, released last November, would change our state's spending priorities away from the $1 billion a year we spend on corrections, and toward early childhood programs that help ensure our children have the "opportunity for a sound basic education."

      We need to provide for early childhood programs that help children in every corner of the state -- particularly in those districts where children currently lack the opportunity afforded them under the law. Then, we need to work on a new funding formula that takes better account of the fact that every child does not cost the same amount to educate.

  1. The Court also said, "The legislature has articulated a standard for equal opportunity for a sound basic education as the opportunity for students to be proficient in mathematics, science, reading and writing, geography, and history, and for them to receive instruction in the arts and music, vocational training, social sciences, health, physical education and foreign language, in accordance with their age and aptitude." What can the Governor do so that every Wisconsin student is given all of these educational opportunities?

    Barrett:

      As stated above, I support a system of accountability for school districts and schools that includes a state assessment system that measures student attainment of academic standards and a local and state report of test results. In addition, under current law, all public school districts are required to meet school district standards that require, as examples, that all students have access to foreign language courses and that school facilities be safe and healthful. These standards have promoted a more "level playing field" for Wisconsin students but have not been reviewed by the Legislature for many years. DPI does not routinely monitor compliance with the standards, but it does hold a public hearing and audit a school district's compliance if requested to do so. I support retaining a set of school district standards in law, but a review of these standards, as well as the administrative rules that interpret them, is overdue.

      However, also relevant to this question is the adequacy of Wisconsin's educational funding. School districts must have sufficient resources to provide all of these educational opportunities. I support maintaining the stateÕs commitment to pay 2/3 of public school costs. Even though the state has met its 2/3 commitment for several years, many school districts are now struggling to offer the "equal opportunity for a sound basic education" articulated by the Court. They are stymied by revenue limits, which strictly limit the amount of state general aids and property taxes a school district may spend. The revenue limits are reported to have caused many school districts to reduce or eliminate extra-curricular activities, cut back on textbook purchases, delay or cancel purchasing and defer building maintenance. Throughout the state, educational programs have been downsized or cut and educational improvements such as smaller class sizes postponed. While districts may exceed the limits if approved by local referendum, many hard-fought efforts to pass referenda fail. A property-poor district may find it harder than a property-rich district to pass a referendum. However, comparatively wealthy school districts are suffering under the limits. Districts with declining enrollments are under the most stress, with some officials warning that districts will have to shut down altogether unless they receive relief. Another concern with revenue limits is that they have "frozen in" spending disparities among school districts, thus making it almost impossible to achieve greater equality of spending for each student.

      As Governor, I would propose to "fix" the revenue limits and fix them soon. If the state must have a program to restrain school spending, the system must be more flexible and it must take into account the unique circumstances and needs of large, small, urban and rural school districts.

    Doyle:

      The largest obstacles to students having educational opportunities are funding and quality teachers. By changing the school finance system to provide more equal support for each student, we will improve educational opportunities for students all across the state. We must also attract, train, and retain world-class educators by developing a broad base of well-trained, talented teachers as the foundation for our children's education.

    Falk:

      To achieve equity, we need to reform the funding formula as a whole; but we also need to make sure our public schools have the funding they need to provide these opportunities. That's why I have offered the reform plans to get our budget back in the black. Through my reform of our corrections system, which should save $143 million over four years; my proposal to increase the cigarette tax by 85 cents per pack, which would generate over $250 million a year in new revenue; and my economic plan, which is designed to create new jobs and raise wages across the state, I have proposed those reforms that will allow us to fund education in Wisconsin.

  1. The Court ruled that "An equal opportunity for a sound basic education acknowledges that students and districts are not fungible and takes into account districts with disproportionate numbers of disabled students, economically disadvantaged students, and students with limited English language skills." How should we address the additional educational needs of all these populations on a continuing basis?

    Barrett:

      Disabled students: Currently, services for the state's students with disabilities are supported by special education aid, equalization aid and property tax revenues. However, only special education aid may be spent outside the revenue caps, and special education competes with regular education for the remaining funds. Special education aid was not increased in the 2001-03 budget. Federal funding for special education has increased recently, but districts still struggle financially to meet critical special and regular education needs, especially those districts with disproportionate numbers of students whose disabilities are severe. Increases in special education aid and a formula that provides greater state support for services to students with extreme disabilities should be considered for inclusion in Wisconsin's school funding system. I would also consider an aid formula (such as the one proposed by the Association for Equity in Funding) that would "weight" students with disabilities, but the formula would somehow have to prevent overidentification of students with disabilities or of disabilities themselves. Finally, as Governor, I would work with the state's Congressional delegation to press for more federal funding for special education.

      Economically disadvantaged students: Many economically disadvantaged students also require extra educational services, such as preschool and smaller class sizes, to succeed in school. But the higher costs to educate these students are not recognized in the school aid formula's student count. That is, an economically disadvantaged student is counted the same as a "regular" student for purposes of school aid distribution. Several "categorical" aid programs--the P-5 program, SAGE and Head Start, for example-- assist districts meet economically disadvantaged students' needs. A district like Milwaukee, which educates tens of thousands of economically disadvantaged students, faces enormous challenges to meet all its students' needs. The state, as well as Milwaukee, must aggressively address the tragedy of low academic achievement and high dropout rates. And this will cost money. Many states "weigh" students from low-income families in their funding formulas to distribute more funds to districts with high numbers of children in poverty. Such weighting should be considered for inclusion in Wisconsin's school funding system.

      Limited-English proficiency students: Finally, enrollments of students with limited-English proficiency (nearly 30,000) have rapidly increased in Wisconsin, creating a strain on school districts attempting to meet their educational needs. The state categorical aid program designed to assist districts educate high numbers of these students has been frozen at the same level for over a decade and now provides less than 20% reimbursement of costs. Thus, services for these students are financed largely by equalization aids and the property tax, reducing the availability of funding for other educational programs. Again, many states "weigh" students with limited-English proficiency in their funding formulas to distribute more funds to districts educating large numbers of these children. Such weighting should also be considered for inclusion in Wisconsin's school funding system. I support the Court's new educational standard and, as Governor, will propose funding changes and/or educational initiatives that help districts meet that standard.

    Doyle:

      As the Supreme Court noted, "students and districts are not fungible." Additional factors that must be financed separately are special education, English as a second language and low-income or disadvantaged students. A school district does not control which children enter through their doors and should not be penalized by having to serve one group of children at the expense of others. I believe that the quality of a child's education should not depend on where they live or what special needs they may have. I want to guarantee all Wisconsin students a quality education that is appropriate to their needs.

    Falk:

      To fund those programs mandated by the federal government, we need to continually fight for a fairer level of funding directed toward them. At the state level, we are restrained by our budget in what spending may be available; that is why I have proposed reforms of our priorities for the coming years, so that education comes before more prison spending.

  1. The Court noted that "So long as the legislature is providing sufficient resources so that school districts offer students the equal opportunity for a sound basic education as required by the constitution, the state school finance system will pass constitutional muster." How is it possible for the present school finance system to uniformly educate all children when some districts are able to invest twice as much as others to educate the children in those districts?

    Barrett:

      It is not possible for the present school finance system to uniformly educate all children when some districts are able to invest much more money than others to educate their students. However, the state can make progress in providing more equitable educational opportunities for students by:

      1. Adequately funding public schools. As stated previously, I support the state's commitment to pay 2/3 of public school costs.

      2. To the extent possible, more closely connecting taxpayer burden to spending level (see response to question 5). If school districts that spend at the same rate must tax at the same rate, school district spending per student will likely be more uniform.

      3. Modifying revenue limits to permit school districts, which spend the least per student to increase spending equivalent to the state average spending per student. When the revenue limits were imposed, school districts' revenue bases were "frozen." Since then, allowable increases per student each year apply to nearly all school districts, whether they are high spending or low spending.

      4. Distributing state school aids and school levy credits based on school districts' "needs" (as measured by property wealth or poverty levels) rather than on, for example, levies.

      5. Promoting school district efficiencies such as: providing incentives for school district collaboration (for example, in business services for small school districts); providing access to state health insurance plans; support of a state-wide distance learning network; standardized building plans and a statewide purchasing cooperative.

    Doyle:

      Currently, there is wide variation among Wisconsin school districts in how much they spend per child, ranging from less than $7,000 per student to more than $14,000. The variation in property taxes paid for schools is even greater. In some communities, taxpayers pay more than $15 per thousand of their property value for education, while in others taxpayers pay less than $4 per thousand of property value. I believe that the quality of a child's education should not depend on where they live. I want to guarantee all Wisconsin students a level of spending for a quality education that is appropriate to their needs, and ensure that the tax burden is fair.

    Falk:

      The current school finance system does not create an education system where all children have the access to a sound basic education they are afforded under the Court's decision. In order to move toward more equality in education funding, we must do two things... first, we must pass the reforms in other areas of our budget that free up funding for education; second, we must reform the existing school finance system to better reflect the inherent differences in cost and available funding for our many local school districts.

  1. Although not directly addressed by the Court or the new educational standard, property taxpayers in some school districts now pay property tax rates nearly five times as high as the property tax rate in the lowest taxing district. What can be done to make this wide variation in school property tax rates fair to all property taxpayers regardless of where they own property?

    Barrett:

      Taxpayer equity is an appropriate goal of a state school financing system. To reach this goal, the state's policy should be that "school districts that spend at the same rate should tax at the same rate." That is, a Madison taxpayer supporting a cost of $8900 per Madison student should pay the same tax rate as a Mellen taxpayer supporting a cost of $8900 per Mellen student. While the Supreme Court's decision in 1976 nullified "negative" aid (which would, in essence, have distributed property tax revenues raised by wealthier school districts to poor school districts), there are ways to improve taxpayer equity. Some of the options I would consider as Governor include:

      1. Conversion of categorical school aid programs (over $500 million annually) to general equalization aid and "weighting" of special needs students in the formula

      2. Distributing categorical aids on an "equalizing" basis (for example, paying special education aids on a sliding scale, depending on local property wealth)

      3. Elimination of the primary tier hold harmless provision in the school aid formula that provides some general equalization aid to very property-wealthy school districts

      4. Conversion of the school levy credit ($469 million annually) to equalization aid

      I support a complete review of school funding adequacy and fairness. Upon completion of that review I will consider proposing alternatives that provide greater taxpayer equity. All of the above ideas should be included as parts of a thorough review of the state's school finance system. I will fully cooperate in any legislative or other deliberations on changing the school finance system. However, significant changes should be deferred until the state's current budget crisis has been resolved.

    Doyle:

      We need to keep our commitment to investing in quality education and not cut education funding but our school finance system is broken and it needs to be reformed to make it more equitable. Far too many property poor districts in both rural and urban Wisconsin are punished by our current school funding formula. The large disparity in spending per pupil between school districts must end.

    Falk: