Who Is In Charge

Soda levy, other tax exemption bills pass

The Senate Wednesday gave final approval to nine bills that are projected to raise about $148 million in revenue for the battered state treasury.

The measures are backed by education groups because they believe cuts to state support of K-12 education will be deeper without the additional revenue. Even with the additional money, schools are facing cuts of at least $350 million in 2010-11.

The proposal of greatest interest to the public probably is House Bill 10-1191, which would eliminate a sales tax exemption on some soft drinks and candy.

Debate over the tax package has been partisan, ideological and very prolonged in committee rooms and on the floors of the House and Senate. The Senate took most of Wednesday for final passage, which is swift and routine for most bills. Democrats have argued that the bills, which repeal various tax exemptions, are a modest imposition on business to help maintain state services.

Minority Republicans believe that raising taxes is the wrong thing to do in tough economic times and also is unconstitutional. (Democrats are relying on a 2009 Colorado Supreme Court decision about the Taxpayer’s Bill of Rights as the legal justification for changing the tax policies without voter approval.)

Some bills require House-Senate agreement on amendments, but the package basically is on its way to the desk of Gov. Bill Ritter, who proposed the package in the first place.

The governor and Democratic leaders have been pushing for enactment of the package by March 1 so that some revenue would be available for the current 2009-10 budget year as well as in 2010-11. (State budget years end June 30 and being on July 1.)

Republicans have warned that some of taxes are unenforceable and that the bills could be challenged in court.

In addition to soda and candy, the measures, House Bills 10-1189 through 1196 and 1199, change tax exemptions for direct mail advertising materials, energy used in industry, software, some online sales, food containers and pesticides, plus tax credits for alternative fuel vehicles and operating losses.

Speaking of tough issues

There’s another big bill that legislative leaders are trying to push through by March 1. That’s Senate Bill 10-001, the complex proposal to make the Public Employees’ Retirement Association solvent over the next 30 years. All teachers and many other education employees are covered by PERA.

The bill is wickedly complex, but its major element is reducing benefits for retirees, who now receive annual 3.5 percent benefit increases. (That provision often is called a “cost of living” benefit, but it isn’t tied to inflation or any other external indicator.) The bill would cut that benefit to 0 percent for one year and then basically set it as 2 percent thereafter. PERA says cutting that benefit is the major financial piece needed to set the system on the path to solvency.

The measure has the backing of the Democratic leadership, key Republicans and a coalition of employee groups. But, large numbers of individual retirees have complained loudly.

The bill has passed the Senate, and the House Finance Committee took its first cut at the measure Wednesday. The panel took testimony well into the evening (after having started at 1:30 p.m.), and then passed the bill to the House Appropriations Committee.

What’s important about March 1? That’s when the 2010 3.5 percent retiree increase is supposed to kick in. If the bill is passed and signed before that date, PERA will save big money to put in the bank, and retirees will be getting less money.

Higher ed panel having a hard time

Colorado’s colleges and universities usually get the worst of budget cuts, given that they don’t have the constitutional or other protections that shield other programs – sometimes – from cuts.

Higher education funding for this year and next is being patched together with federal stimulus funds, but the system faces cuts of more than $100 million in 2011-12.

Financial issues are one of the things being studied as part of the just-started higher education strategic planning effort (get details here).

The “sustainability” subcommittee assigned to consider finances also is supposed to come up with short-term ideas to help the higher ed system in 2011-12, ideas that can perhaps be proposed to the 2010 legislature.

Legislative leaders are holding up consideration of a proposal, Senate Bill 10-003, to see if the subcommittee comes up with anything. That bill would give colleges and universities greater flexibility in financial practices, student aid, construction and other areas. There’s also talk of legislation that would allow colleges to attain “authority” status and almost totally free them from state control. (The best example of an authority is University Hospital, which is a state entity but self-governing, and it receives no tax funding.)

The subcommittee held its second meeting Wednesday, but member were no closer to any specific proposals than they were a week ago.

“So where are we?” asked Rico Munn, director of the Department of Higher Education, as the sustainability group neared the end of its two-hour meeting.

“I don’t think we’re anywhere,” said Dick Monfort, a co-chair of the overall strategic plan effort and a member of the subcommittee.

The panel agreed to meet again Feb. 22 and discuss whether there are elements of the authority model that could be used to give colleges some short-term financial relief.

Use the Education Bill Tracker for links to bill texts and status information.

Ruling

Judge orders Nashville schools to turn over student information to state charters

A Nashville judge has sided with Tennessee’s Achievement School District in the tussle over whether local school districts must share student contact information with charter networks under a new state law.

Chancellor Bill Young this week ordered Metropolitan Nashville Public Schools to turn over information requested by LEAD Public Schools, which operates two state-run schools in the city. The district has until March 16 to comply or appeal.

The ruling is a blow to local district leaders in both Nashville and Memphis, who have argued that a federal privacy law gives them discretion over who gets that information. They also contend that the intent of Tennessee’s new charter law, which passed last year, was that such information should not be used for marketing purposes.

The State Department of Education has backed information requests by LEAD in Nashville and Green Dot Public Schools in Memphis, both of which operate charter schools under the state-run turnaround district known as the ASD. State officials say the information is needed to increase parental awareness about their school options and also to help the state’s school turnaround district with planning.

Nashville’s school board has not yet decided whether to appeal Young’s ruling, according to Lora Fox, the city’s attorney.

Shelby County Schools was not included in the state’s lawsuit leading to this week’s ruling, but the case has implications for Memphis schools as well. Last summer, Education Commissioner Candice McQueen ordered both districts to turn over the information. Both have been defiant.

Lawyers representing all sides told Chalkbeat this week that Young set the March 16 deadline to allow time for the legislature to address ambiguity over the state law and for Nashville schools to notify parents of their right to opt out.

Rep. Bill Forgety already has filed a bill in an attempt to do clear the air. The Athens Republican chaired the key House committee that advanced the new charter law and has said that recruitment was not the intent of the provision over student contact information. His bill would restrict charter school requests to a two-month window from January 1 to March 1, confine school communication with non-students from February 1 to April 1, and open up a two-way street for districts to request the same information from charter schools.

The disagreement began with longstanding requests from state-run charter organizations for addresses, phone numbers and emails of students and their parents who live in neighborhoods zoned to low-performing schools. When local districts did not comply last summer, the charters cited the new state law requiring them to hand over student information to the charter schools within 30 days of receiving the request.

To learn what information is at stake and how it’s used, read our in-depth explainer on student data sharing and FERPA.

Who Is In Charge

Inner circle: Here is the team helping Ferebee chart a new course for Indianapolis schools

PHOTO: Dylan Peers McCoy
Lewis Ferebee

Superintendent Lewis Ferebee has been leading Indianapolis’ largest school district for nearly five years. But in recent months, his circle of advisers has seen some notable changes.

Two leaders who played essential roles in crafting the district plan to close nearly half its high schools and create specialized academies at the remaining campuses have left for other jobs. And a new chief of staff has joined the district as Ferebee’s deputy.

As 2018 begins, the district is at a watershed moment that includes redesigning high schools and appealing to voters for $936 million more in school funding over the next eight years. Here are the eight lieutenants who report directly to Ferebee.

Ahmed Young, chief of staff

PHOTO: Provided by Indianapolis Public Schools
Ahmed Young
  • Salary: $150,000
  • Hired: 2017
  • Duties: General counsel, managing a portfolio of issues related to risk management, IPS Police, student assignment, human resources, and research, accountability and evaluation.
  • His story: Young is the newest member of Ferebee’s team. Before joining in October, he oversaw charter schools for the administration of Indianapolis Mayor Joe Hogsett. Young has a background in education and in law. He taught middle school in Lawrence Township and New York City schools, then practiced law as a prosecutor for the Marion County Prosecutor’s Office and at Bose McKinney & Evans. Young has a secondary education degree and a law degree from Indiana University.

Le Boler, chief strategist

PHOTO: Dylan Peers McCoy
Le Boler
  • Salary: $136,000
  • Hired: 2013
  • Duties: Leads strategic planning, public relations, and parent involvement. She is responsible for fundraising and collaboration with outside organizations.
  • Bio: Boler is one of Ferebee’s closest advisors. She worked with Ferebee in Durham Public Schools, where she was a program strategist, and joined him in Indianapolis at the start of his administration. She also worked with him at Guilford County Schools. She started her career in education through administration support roles for districts in North Carolina. Boler earned a B.A. in business leadership from Ashford University, a mostly online college based in San Diego, and she is pursuing a certificate in strategy and performance management from Georgetown University.

Weston Young, chief financial manager

PHOTO: Dylan Peers McCoy
Weston Young
  • Salary: $140,000
  • Hired: 2015
  • Duties: Oversees budgeting and management of finances. Participates in procurement, accounting, financial reporting, audits, investments, debt service, and economic development issues.
  • His story: Young came to Indianapolis from the private sector, where he was a wealth manager in Zionsville. Previously he worked as a manager, tax consultant, and accountant. He is a CPA with a degree in accounting and business from Taylor University.

Aleesia Johnson, innovation officer

PHOTO: Dylan Peers McCoy
Aleesia Johnson
  • Salary: $125,000
  • Hired: 2015
  • Duties: Oversees innovation schools, including supporting schools, and developing processes for recruiting and selecting school leadership, evaluating existing schools and ending contracts with underperforming schools.
  • Her story: When Johnson joined the superintendent’s team, it was a clear sign of the district’s growing collaboration with charter schools. Before joining IPS, she led KIPP Indianapolis College Preparatory, the local campus of one of the largest national charter networks. She previously worked for Teach for America and as a middle school teacher. Johnson has a BA from Agnes Scott College, a master’s degree in social work from University of Michigan, and a master’s degree in teaching from Oakland City University.

Scott Martin, deputy superintendent of operations

PHOTO: Dylan Peers McCoy
Scott Martin
  • Salary: $150,000
  • Hired: 2014
  • Duties: Oversees all non-academic operations, including facilities, construction management, maintenance, transportation, technology, and child nutrition.
  • His story: Martin came to Indianapolis from Davenport, Iowa, where he oversaw support services for a district of about 16,000 students. He also previously spent nearly a decade with the district in Columbus, Indiana. He has a degree in organizational leadership from Indiana Wesleyan University.

Tammy Bowman, curriculum officer

  • Salary: $125,000
  • Hired: 2014
  • Duties: Oversees curriculum, professional development, gifted, and prekindergarten programs.
  • Bio: Bowman came to Indianapolis from North Carolina, where she oversaw a high school academy for five years. She was director of the early college program, AVID coordinator, Title I coordinator, and a beginning teacher coordinator. She previously taught elementary and middle school. She has education degrees from University of North Carolina at Greensboro, a counseling degree from North Carolina Agricultural and Technical University, and a certificate in administration from Western Carolina University.

Joe Gramelspacher, special project director

PHOTO: Dylan Peers McCoy
Joe Gramelspacher
  • Salary: $100,000
  • Hired: 2014
  • Duties: Manages the administrative affairs of the Superintendent’s Office, coordinates the monthly work of the Board of School Commissioners, and leads and serves on special project teams.
  • His story: Gramelspacher previously served as special assistant to the superintendent. He began his career in education as a math teacher with Teach for America in Colorado and then in Indianapolis. He has degrees in finance and economics from Indiana University and is a 2017 Broad Resident.

Zach Mulholland, board administrator

PHOTO: Dylan Peers McCoy
Zach Mulholland
  • Salary: $100,000
  • Hired: 2015
  • Duties: Manages operations for the Indianapolis Public Schools Board, including developing board policy, developing agendas and schedules, and assisting the board president.
  • His story: Before joining the district, Mulholland was a research analyst for the Indiana University Public Policy Institute Center for Urban Policy and the Environment. He has degrees in political science and economics from Wabash College and a law degree from Indiana University.