Staff
Sara Cortez
(916) 319-8348
Special Education, Preschool, Child Nutrition, and Facilities
Kenneth Kapphahn
(916) 319-8339
Proposition 98, School District Budgets, School Transportation
Lisa Qing
(916) 319-8306
California Community Colleges
Michael Alferes
(916) 319-8338
Local Control Funding Formula, Charter Schools, Alternative Schools, High School Career Technical Education
Natalie Gonzalez
(916) 319-8320
California State University, Student Financial Aid
Dylan Hawksworth-Lutzow
(916) 319-8308
Child Care, Expanded Learning, Teachers, and Education Technology
Edgar Cabral
(916) 319-8343
Deputy Legislative Analyst: K-12 Education
Jennifer Pacella
(916) 319-8332
Deputy Legislative Analyst: Higher Education


Publications

Education

To browse all LAO publications, visit our Publications page.



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The 2016-17 Budget: Local Government Mandates--Reasonable Reimbursement Methodology

March 17, 2016 - Through a complex, often convoluted, process that has engendered much discussion and disagreement over the years, the state must reimburse local governments for their activities to implement certain state mandates. State law requires the Commission on State Mandates (CSM) to determine whether new state laws, executive orders, or regulations affecting local governments create state-reimbursable mandates. Generally, local governments may submit claims for state mandate payment based on one of two methods: (1) claiming of actual costs or (2) a reasonable reimbursement methodology (RRM). A budget trailer bill proposal from the administration would change the requirements for developing an RRM. We recommend the Legislature reject this proposal and perhaps consider targeted alternatives.


Handout

Overview of Adult Education

March 10, 2016 - Presented to: Senate Budget and Fiscal Review Subcommittee No. 1 on Education


Handout

Education Mandates

March 10, 2016 - Presented to Senate Budget and Fiscal Review Subcommittee No. 1 on Education


Handout

Overview of Local Control Funding Formula and New State Accountability System

March 8, 2016 - Presented to Assembly Budget Subcommittee No. 2 on Education Finance


Handout

Overview of Proposition 98 Budget Proposals

March 3, 2016 - Presented to: Senate Budget Subcommittee No. 1 on Education


Handout

School Accountability: Changes to State and Federal Systems

February 24, 2016 - Presented to Senate Education Committee


Handout

Overview of Proposition 98 Budget Proposals

February 23, 2016 - Presented to Assembly Budget Subcommittee No. 2 on Education Finance


Presentation

Budget Outlook (Presentation)

February 19, 2016 - California County Superintendents Educational Services Association-February 19, 2016


Report

The 2016-17 Budget: Proposition 98 Education Analysis

February 18, 2016 - In this report, we cover the Governor's estimates of the Proposition 98 minimum guarantee, his overall Proposition 98 spending package, and his specific Proposition 98 proposals. We also provide in-depth analysis of the Governor's proposals for the Local Control Funding Formula, preschool, education mandates, special education, county offices of education, and the High Speed Network. In addition, we include an analysis of teacher workforce trends and we highlight several issues for the Legislature to consider when exploring potentially new workforce policies.


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A Review of the CalSTRS Funding Plan: Conclusion

February 2, 2016 - This post is the eighth in a series looking at the implementation of the CalSTRS funding plan. In this post, we offer some concluding thoughts.


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A Review of the CalSTRS Funding Plan: Recent Policy Change Increases District Rates

February 2, 2016 - This post is the seventh in a series looking at the implementation of the CalSTRS funding plan. In this post, we describe how a recent CalSTRS policy change increases projected district rates under many scenarios.


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A Review of the CalSTRS Funding Plan: Funding Plan May Not Meet Principle of “Shared Responsibility”

February 2, 2016 - This post is the sixth in a series looking at the implementation of the CalSTRS funding plan. In this post, we describe how the plan might fall short of meeting the principle of “shared responsibility,” a key goal of the Legislature in passing the plan. Specifically, we explain how the state may not incur higher costs under the funding plan.


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A Review of the CalSTRS Funding Plan: State’s Future Responsibility for CalSTRS Uncertain

February 2, 2016 - This post is the fifth in a series looking at the implementation of the CalSTRS funding plan. In this post, we describe how the state’s share of CalSTRS’ unfunded liabilities will be more sensitive to investment gains and losses than the district share.


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A Review of the CalSTRS Funding Plan: Treatment of Teacher Contributions Also Increase District Unfunded Liabilities

February 2, 2016 - This post is the fourth in a series looking at the implementation of the CalSTRS funding plan. Our third post explained how theoretical asset gains have increased the school and community college district share of CalSTRS’ unfunded liabilities. In this post, we continue this discussion by describing how CalSTRS’ treatment of teacher contributions has also increased the district share.


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A Review of the CalSTRS Funding Plan: Theoretical Investment Gains Have Shifted Unfunded Liabilities to Districts

February 2, 2016 - This post is the third in a series looking at the implementation of the CalSTRS funding plan. In this post, we describe how the abstract calculation upon which the funding plan is based has increased the district share of CalSTRS’ unfunded liabilities while decreasing the state share.