1 Workforce Creation and Adult Education Transition Council Funding Work Group October 7, 2008.

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Workforce Creation and Adult Workforce Creation and Adult Education Transition CouncilEducation Transition Council

Funding Work Group

October 7, 2008October 7, 2008

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Funding Work Group StructureFunding Work Group Structure

Co-Chairs -Todd Elliott, Andy Moser, Co-Chairs -Todd Elliott, Andy Moser, Sonia SochaSonia Socha

SubcommitteesSubcommittees Advocacy/MarketingAdvocacy/Marketing Business LinksBusiness Links Other SourcesOther Sources State ModelsState Models ““Stepping Up to the Future”Stepping Up to the Future”

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Work PlanWork Plan

The Work Group identified three major The Work Group identified three major task areas:task areas:

Assess the current funding model for adult Assess the current funding model for adult and correctional education and determine the and correctional education and determine the need for additional fundingneed for additional funding

Identify ways to expand resources and Identify ways to expand resources and funding, focusing on leveraging dollars and funding, focusing on leveraging dollars and developing innovative financing approachesdeveloping innovative financing approaches

Examine models used by other states to Examine models used by other states to create a sustainable funding model for adult create a sustainable funding model for adult and correctional education programsand correctional education programs

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Work PlanWork PlanSubcommittees’ ChargesSubcommittees’ Charges Advocacy/MarketingAdvocacy/Marketing

Review initiatives completed by Maryland in past 7 to Review initiatives completed by Maryland in past 7 to 10 years 10 years

Make recommendations for future advocacy and Make recommendations for future advocacy and marketingmarketing

Consolidate existing materials and identify materials Consolidate existing materials and identify materials neededneeded

Determine the cost and who should/could be a part of Determine the cost and who should/could be a part of carrying out a statewide advocacy initiativecarrying out a statewide advocacy initiative

Business LinksBusiness Links Identify value-added benefit for business/corporate Identify value-added benefit for business/corporate

participation/use of servicesparticipation/use of services Identifying ResourcesIdentifying Resources

Research other public funding currently being applied Research other public funding currently being applied to adult education services. Make recommendations to adult education services. Make recommendations for leveraging these sources into a holistic approachfor leveraging these sources into a holistic approach

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Work PlanWork PlanSubcommittees’ ChargesSubcommittees’ Charges State ModelsState Models

Research other states’ funding modelsResearch other states’ funding models Determine if current proposed state funding Determine if current proposed state funding

formula (identified in Maryland legislation) is the formula (identified in Maryland legislation) is the preferred model for state fundingpreferred model for state funding

Include a review of international effortsInclude a review of international efforts Include special project fundsInclude special project funds

““Stepping Up to the Future”Stepping Up to the Future” Provide findings and recommendations from the Provide findings and recommendations from the

2005 “Stepping Up to the Future” report on adult 2005 “Stepping Up to the Future” report on adult education in Marylandeducation in Maryland

Should the recommendations be part of what the Should the recommendations be part of what the Funding Workgroup recommends?Funding Workgroup recommends?

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Work PlanWork Plan

Meetings and Conference CallsMeetings and Conference Calls

Funding Work Group Meetings: 8/29, Funding Work Group Meetings: 8/29, 9/3, 9/16, and 10/19/3, 9/16, and 10/1 Scheduled: 10/27 and 11/20 (tentative)Scheduled: 10/27 and 11/20 (tentative)

Co-chairs MeetingsCo-chairs Meetings: 8/21, 9/8, and 9/26: 8/21, 9/8, and 9/26 Scheduled: 10/20 and 11/3Scheduled: 10/20 and 11/3

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Work PlanWork Plan

Subcommittee MeetingsSubcommittee Meetings

Advocacy/Marketing – 9/17 Business Links – TBA Other Sources – 9/26 State Models – 9/23, 9/29 “Stepping Up” – 9/18

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Issues Under ConsiderationIssues Under ConsiderationCross-CuttingCross-Cutting

Sustainability of any and all funding that will support adult Sustainability of any and all funding that will support adult education, literacy and workforce education, literacy and workforce

The demand for adult education & literacy in Maryland The demand for adult education & literacy in Maryland overwhelmingly exceeds current funding capacity and our overwhelmingly exceeds current funding capacity and our investment is low compared to other Statesinvestment is low compared to other States

Current adult education & literacy and job training programs Current adult education & literacy and job training programs could more effectively be linked, providing more seamless could more effectively be linked, providing more seamless services and leveraging of fundsservices and leveraging of funds

Additional resources are needed to continue to improve the Additional resources are needed to continue to improve the quality of adult education & literacy in tandem with quality of adult education & literacy in tandem with workforce development workforce development

Given the overall competition for education funds, Given the overall competition for education funds, especially with No Child Left Behind and the High School especially with No Child Left Behind and the High School Assessment implementation, there is a need to explore Assessment implementation, there is a need to explore options to develop other resourcesoptions to develop other resources

To avoid leaving any learners behind due to federal or To avoid leaving any learners behind due to federal or state requirements – current or future – there is a state requirements – current or future – there is a need for flexible funding beyond outcome measures to need for flexible funding beyond outcome measures to address individual learner goalsaddress individual learner goals

Given that federal monies are designed to “seed” Given that federal monies are designed to “seed” other funding, need to identify who pays for adult other funding, need to identify who pays for adult education, literacy and workforce programs (federal, education, literacy and workforce programs (federal, state, local, private)? What type of overarching state, local, private)? What type of overarching funding model might/should be used?funding model might/should be used?

Designing the best model for Maryland using ideas Designing the best model for Maryland using ideas from current structures, other state models, and the from current structures, other state models, and the Adult Education and Corrections WorkgroupsAdult Education and Corrections Workgroups

Develop an innovative alternative funding mechanism Develop an innovative alternative funding mechanism for adult education and workforce developmentfor adult education and workforce development

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Issues Under ConsiderationIssues Under Consideration

1010

Issues Under ConsiderationIssues Under ConsiderationAdvocacy/MarketingAdvocacy/Marketing

How can Maryland develop a successful advocacy and How can Maryland develop a successful advocacy and marketing strategy, given both limited and restricted marketing strategy, given both limited and restricted fundingfunding

Review successful initiatives in Maryland and recommend Review successful initiatives in Maryland and recommend additional strategies for advocacy & marketingadditional strategies for advocacy & marketing

Make recommendations for future advocacy/marketing Make recommendations for future advocacy/marketing needsneeds

Identify new research/materials that may be neededIdentify new research/materials that may be needed Determine cost and who should be responsibleDetermine cost and who should be responsible Take advantage of the opportunity to increase the focus on Take advantage of the opportunity to increase the focus on

adult education and scarce public resourcesadult education and scarce public resources

Business LinksBusiness Links How can partnerships with private business supplement How can partnerships with private business supplement

resources for adult literacy programs?resources for adult literacy programs? Identify the value-added by private business to adult Identify the value-added by private business to adult

literacy programs literacy programs

State ModelsState Models Consideration of Maryland’s current funding model Consideration of Maryland’s current funding model

in relation to other statesin relation to other states Strategies needed to increase Maryland’s portion of Strategies needed to increase Maryland’s portion of

funding to reach funding levels of states with like-funding to reach funding levels of states with like-need and demographicsneed and demographics

Investigate how other states have increased their Investigate how other states have increased their state portion of funding and how the revenue is state portion of funding and how the revenue is generatedgenerated

How should funds be allocated to local programs – How should funds be allocated to local programs – should smaller programs receive more money per should smaller programs receive more money per student like Tennessee and other states?student like Tennessee and other states?

How should funds be allocated in a manner that is How should funds be allocated in a manner that is equitable, while ensuring that small programs have equitable, while ensuring that small programs have enough funds to provide quality services?enough funds to provide quality services?

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Issues Under ConsiderationIssues Under Consideration

State Models, cont.State Models, cont. How do you move Maryland to a more integrated, adequately How do you move Maryland to a more integrated, adequately

funded model similar to the “best practice” states?funded model similar to the “best practice” states? Should Maryland include Performance-Based Funding as part of Should Maryland include Performance-Based Funding as part of

its allocation formula, or should it continue to be needs-based its allocation formula, or should it continue to be needs-based and categorical? Pros & consand categorical? Pros & cons

Continue to investigate the possibilities provided by a Continue to investigate the possibilities provided by a Coordinated Funding Stream State agency partnership model Coordinated Funding Stream State agency partnership model (federal and state funds from different agencies that could be (federal and state funds from different agencies that could be available to address parallel needs of learners, employers, available to address parallel needs of learners, employers, transition to next steps)transition to next steps)

““Stepping Up”Stepping Up” Effectively incorporating the findings and recommendations of Effectively incorporating the findings and recommendations of

this comprehensive report into the transition process and this comprehensive report into the transition process and beyondbeyond

How to best incorporate the extensive work and findings of this How to best incorporate the extensive work and findings of this important report into the recommendations of the transition important report into the recommendations of the transition processprocess 1212

Issues Under ConsiderationIssues Under Consideration

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Issues Under ConsiderationIssues Under ConsiderationIdentifying ResourcesIdentifying Resources

Identify the various resources currently used to Identify the various resources currently used to provide adult education & literacy services in Marylandprovide adult education & literacy services in Maryland

Identify alternative/other Identify alternative/other publicpublic funding sources that funding sources that may be allocated to adult literacy may be allocated to adult literacy

Identify alternative/other Identify alternative/other privateprivate funding sources that funding sources that could be leveraged for adult literacy programs could be leveraged for adult literacy programs

Business LinksBusiness Links How can partnerships with private business How can partnerships with private business

supplement adult literacy programs?supplement adult literacy programs? Identify the value-added by private business to adult Identify the value-added by private business to adult

literacy programs literacy programs

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““Stepping Up to the Future” ReportStepping Up to the Future” Report Presentations from DLLR and MSDE - understanding how Presentations from DLLR and MSDE - understanding how

funds are allocated/granted to and within the State, use and funds are allocated/granted to and within the State, use and restrictions, and 3 prior years expenditures and service restrictions, and 3 prior years expenditures and service levels information levels information

National Adult Education Professional Development National Adult Education Professional Development Consortium (NAEPDC) 2008 State StudyConsortium (NAEPDC) 2008 State Study

NAEPDC “Coordinated Funding Streams” publicationNAEPDC “Coordinated Funding Streams” publication History of MAACCE advocacyHistory of MAACCE advocacy Adult Literacy Appropriation Formula Legislation – The BasicsAdult Literacy Appropriation Formula Legislation – The Basics Expenditure report for federal & nonfederal moniesExpenditure report for federal & nonfederal monies Survey comparable states as possible replicable modelsSurvey comparable states as possible replicable models Brief on international adult education modelsBrief on international adult education models People served and expenditure information for Fiscal Years People served and expenditure information for Fiscal Years

2005-2007 for Adult Education and Title IB 2005-2007 for Adult Education and Title IB

Research and Data RequestsResearch and Data Requests

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Research and Data RequestsResearch and Data RequestsPendingPending

Update certain data items/charts/funding equations Update certain data items/charts/funding equations within the Stepping Up report to bring information within the Stepping Up report to bring information current to 2008.current to 2008.

Funding amounts for funding sources identified under Funding amounts for funding sources identified under “Issues”“Issues”

Identify states that have done creative leveraging of Identify states that have done creative leveraging of private resources to fund adult literacy projects private resources to fund adult literacy projects

Adult Literacy in Maryland – Results from the 2003 State Adult Literacy in Maryland – Results from the 2003 State Assessment of Adult LiteracyAssessment of Adult Literacy

FY 2009 State Department of Education Budget FY 2009 State Department of Education Budget SubmissionSubmission

Research & identify states where transitions to Research & identify states where transitions to departments of labor have taken place and identify what departments of labor have taken place and identify what things are working and could be applied to Marylandthings are working and could be applied to Maryland

Additional information and data from other states Additional information and data from other states

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ChallengesChallenges

Making Maryland’s model the best performing in the Making Maryland’s model the best performing in the country and being able to pay for itcountry and being able to pay for it

The major investment of addressing the findings and The major investment of addressing the findings and implementing the recommendations of the report implementing the recommendations of the report (proposed legislative funding formula) ($29.8 million (proposed legislative funding formula) ($29.8 million from the state and $22.5 million from local sources)from the state and $22.5 million from local sources)

Managing the conflicting priorities between the Managing the conflicting priorities between the immediate transition needs and the long term vision of immediate transition needs and the long term vision of the transitionthe transition

Working without direct input and recommendations Working without direct input and recommendations from the Adult Education and Corrections Workgroups from the Adult Education and Corrections Workgroups (need also to see estimated direct costs)(need also to see estimated direct costs)

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ChallengesChallenges Developing realistic short- and long-term funding Developing realistic short- and long-term funding

recommendations beyond WIA Titles I and IIrecommendations beyond WIA Titles I and II Determining competing priorities for state funding Determining competing priorities for state funding

within adult education and workforce departments, and within adult education and workforce departments, and among the various education systems in the stateamong the various education systems in the state

Provide an equitable and inclusive method of Provide an equitable and inclusive method of disbursement with the goal of more broadly reaching disbursement with the goal of more broadly reaching those in need with quality outcomesthose in need with quality outcomes

Process challenges: group structures and meetings, Process challenges: group structures and meetings, developing issues and recommendations in a limited developing issues and recommendations in a limited timeframe, processing and reviewing meeting timeframe, processing and reviewing meeting minutes/records and making corrections in a timely minutes/records and making corrections in a timely manner, seeking and obtaining assistance with manner, seeking and obtaining assistance with research, including clerical work and technical expertiseresearch, including clerical work and technical expertise

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Preliminary RecommendationsPreliminary RecommendationsCross-CuttingCross-Cutting

Commit to a specific strategic plan that will increase Commit to a specific strategic plan that will increase and create sustainable funding from the state, and create sustainable funding from the state, private sources, the federal government, and local private sources, the federal government, and local sourcessources

Commit to a political agenda in Maryland that Commit to a political agenda in Maryland that prioritizes sustainable funding for adult education, prioritizes sustainable funding for adult education, literacy and workforce developmentliteracy and workforce development

Re-allocate state funds to adult education and Re-allocate state funds to adult education and literacy and/or create a specific revenue stream in literacy and/or create a specific revenue stream in support of it (i.e., Save the Bay license plates)support of it (i.e., Save the Bay license plates)

Get more businesses to buy in, by marketing adult Get more businesses to buy in, by marketing adult education and literacy to the business community education and literacy to the business community and being responsive to employer needsand being responsive to employer needs

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Advocacy/MarketingAdvocacy/Marketing Develop recommendations for case statement, marketing Develop recommendations for case statement, marketing

plan, and infrastructure to ensure that the visibility of adult plan, and infrastructure to ensure that the visibility of adult education remains on the community agenda far beyond the education remains on the community agenda far beyond the conclusion of the Transition Councilconclusion of the Transition Council

Identify data needed to effectively demonstrate return on Identify data needed to effectively demonstrate return on investmentinvestment

Include discussion on how efforts can be sustained and Include discussion on how efforts can be sustained and owned by the broader community (i.e., those partners that owned by the broader community (i.e., those partners that have been involved in workgroups – business, non-profits, have been involved in workgroups – business, non-profits, unions, community colleges, etc)unions, community colleges, etc)

Continued advocacy and education of General Assembly and Continued advocacy and education of General Assembly and Administration members about adult literacy services and Administration members about adult literacy services and needsneeds

Examine other states to determine who does advocacy/ Examine other states to determine who does advocacy/ marketing and how they pay for it, then identify in Maryland marketing and how they pay for it, then identify in Maryland who is responsible for a broad, statewide effort and how it who is responsible for a broad, statewide effort and how it will be financedwill be financed

Preliminary RecommendationsPreliminary Recommendations

2020

Preliminary RecommendationsPreliminary RecommendationsBusiness LinksBusiness Links

Further explore the state’s capability to collaborate and Further explore the state’s capability to collaborate and gain access to resources with the private business gain access to resources with the private business community and corporate foundationscommunity and corporate foundations

State ModelsState Models Ensure that adequate and sustainable funding is Ensure that adequate and sustainable funding is

provided for identified full time positions, staff provided for identified full time positions, staff development and quality (consolidated) data development and quality (consolidated) data managementmanagement

Include State Partnerships and Coordinated Funding in Include State Partnerships and Coordinated Funding in the Maryland model with a commitment to providing the Maryland model with a commitment to providing sufficient funding for suchsufficient funding for such

Plan for categorical funding that will support pilot Plan for categorical funding that will support pilot projects that become sustainable – such as transition to projects that become sustainable – such as transition to community college degree programs & other training community college degree programs & other training initiativesinitiatives

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Preliminary RecommendationsPreliminary Recommendations““Stepping Up”Stepping Up”

The Stepping Up Report should be used as a resource in The Stepping Up Report should be used as a resource in answering current questions and in addressing future answering current questions and in addressing future policy decisionspolicy decisions

There are five recommendations in the Stepping Up There are five recommendations in the Stepping Up Report, and all five should be considered when making Report, and all five should be considered when making final recommendations in the transition processfinal recommendations in the transition process

Identifying ResourcesIdentifying Resources Review the pros and cons of coordinating funding streams Review the pros and cons of coordinating funding streams

from various state agencies and departmentsfrom various state agencies and departments Broader discussions with other cabinet members and Broader discussions with other cabinet members and

provider agencies to examine collaborative efforts in the provider agencies to examine collaborative efforts in the name of aligning services and utilizing funds more name of aligning services and utilizing funds more efficientlyefficiently

Other recommendations will be included at later date (upon Other recommendations will be included at later date (upon further research, discussion, and review of other committee further research, discussion, and review of other committee

recommendations)recommendations)