School Aid

Most of these documents are in "portable document format" (PDF), which requires Adobe Acrobat Reader to view and print the files. It is a free plug-in for your web browser and is available from Adobe. Some of the documents require Adobe Version 8, or higher. Free upgrades are available from Adobe here. Copies of the reports listed below may be obtained by contacting the office at 517.373.8080 or contacting Kathryn Bateson .

Questions on the following documents should be directed to Bethany Wicksall.

PowerPoint Briefing

Line Item Summary

Recent Budget Bill Summaries

The Basics of the Foundation Allowance - FY 2012-13 Update [188K], February 4, 2013. Prepared by Bethany Wicksall, Associate Director. This memo briefly discusses how the foundation allowance is determined and paid to schools.

Personal Property Tax Elimination on School Funding [251K], September 22, 2011. Prepared by Bethany Wicksall, Senior Fiscal Analyst and Mark Wolf, Senior Fiscal Analyst. This memo gives detail on the Impact of Personal Property Tax Elimination on School Funding. (Revised)

Fiscal Year 2013-14

Summary: School Aid FY 2013-14 and FY 2014-15 Executive Recommendation

School Aid Section-By-Section Highlights FY 2013-14 Executive Recommendation

Summary: As Passed Subcommittee

School Aid Section-By-Section Highlights FY 2013-14 House Subcommittee

Fiscal Year 2012-13

School Aid Section-By-Section Highlights FY 2012-13 Decision Document

Education Omnibus Conference Report Summary: HB 5372 (CR-1)

Summary: As Passed by the House - HB 5372 (H-1) As Amended

Summary: As Passed by the Senate - SB 961

Decision Document: As Passed by the House and Senate

Fiscal Year 2011-12

HB 4325: District/ISD Estimated Impact: As Adopted by Conference Committee. [137K], May 26, 2011. Prepared by MaryAnn Cleary and Bethany Wicksall.

Conference Report Decision Document: HB 4325. [91K], May 25, 2011. Prepared by MaryAnn Cleary and Bethany Wicksall.

Conference Report Summary: HB 4325 Education Omnibus May 26, 2011.

Summary: HB 4325 As Passed the House. [65K], May 5, 2011. Prepared by MaryAnn Cleary and Bethany Wicksall.

Summary: Executive Recommendation. [332K], March 3, 2011. Prepared by MaryAnn Cleary and Bethany Wicksall.

Fiscal Year 2010-11 Supplementals

HB 4860: Enrolled Summary [114K], September 30, 2010.

HB 5872: Enrolled Summary [738K], October 1, 2010.

HB 5887: Enacted Summary [245K], December 3, 2010.

Federal Education Jobs Fund Memo, August 18, 2010 [124K], prepared by Bethany Wicksall and MaryAnn Cleary. This memo discusses the Federal Education Jobs Fund Act.

SB 1163: Fiscal Year 2009-10 and Fiscal Year 2010-11

Summary: Executive Recommendation [43K], February 18, 2010.

Summary: As Passed the Senate [47K]. March 24, 2010

Summary: As Passed the House [57K]. May 26, 2010.

Section-by-Section Highlights [83K]. June 30, 2010.

Summary: Conference Report [68K]. June 30, 2010.

Summary of Public School Employee Retirement Revisions - PA 75 of 2010

Executive Proposed Reforms for Michigan School Employees' Retirement System (MPSERS) [26K], February 17, 2010. A memo, prepared by Bethany Wicksall, to the Members of the Michigan House of Representatives.

Converting MPSERS from a Defined Benefit (DB) to a Defined Contribution (DC) System [21K], February 3, 2010. A memo, prepared by Bethany Wicksall, discussing the fiscal impact of closing the Michigan Public School Employees' Retirement System's (MPSERS) DB plan and moving to a DC plan.

Proration of School Funding [81K]. Prepared by Bethany Wicksall and Mary Ann Cleary, October, 28, 2009.

HB 4447 FY 2009-10

Summary: (CR-2) Conference Report (10/13/09)

Conference Report Reductions by Districts and ISDs (10/13/09)

Section-by-Section Highlights - Conference (10/13/09)

Summary: (H-1) As Passed the House

Summary: (S-1) As Passed the Senate

HB 4721 FY 2008-09 School Aid Supplemental

Summary: (H-2) As Passed the House (6/09)

Summary: (S-1) As Passed the Senate (6/09)

Summary: As Enacted (8/09)

Section 20j [27K], January 31, 2009. This memo explains Section 20j of the School Aid Act, which makes calculations for "hold harmless" districts.

The Basics of the Foundation Allowance - FY 2008-09 [25K], January 30, 2009.

Converting MPSERS from a Defined Benefit (DB) to a Defined Contribution (DC) System.[20k], Prepared by Bethany Wicksall, February 25, 2009.

Fiscal Impact of HB 4285/SB 255 - School Employees' Retirement Incentive [89K], Prepared by Bethany Wicksall, February 20, 2009.

SB 1107 FY 2008-09 Conference Report (6/17/08)

Summary (CR-1)

Proposed FY 2008-09 Foudation Allowances

Section-by-Section Highlights

HB 4359 FY 2007-08 Conference Report Summary (10/30/07)

Conference Report Summary [53K]

School Aid Transportation (Sec. 77) Impact (Governor Vetoed) [17K]

School Aid District Impact [55K]

Section by Section Highlight (revised 11/20/07) [108K]

SB 773 (PA 92 of 2007) School Aid Continuation Budget

Summary [35K]

HB 4359 FY 2007-08 As Passed the House 8/22/07:

Summary [59K]

ESTIMATED Impact of K-12 Proposals (Foundation, Equity Declining Enrollment and Transportation) by District, FY 2007-08, House Bill 4359 (H-1) Draft 2 [88K].

Section-by-Section Highlights [103K].

HB 4359 FY 2007-08 As Passed Full Committee 8/22/07:

Summary [59K]

ESTIMATED Impact of K-12 Proposals (Foundation, Equity Declining Enrollment and Transportation) by District, FY 2007-08, House Bill 4359 (H-1) Draft 2 [88K].

SB 221 (H-3) School Aid FY 2006-07 Supplemental [36K], as passed the House, April 17, 2007.

HB 4359 FY 2007-08 House Subcommittee 4/4/07:

Summary [57K].

ESTIMATED Impact of K-12 Proposals (Foundation, Equity and Declining Enrollment) by District FY 2007-08, House Subcommittee: House Bill 4359 (H-1) Draft A [87K].

The Michigan School Aid Act Compiled and Appendices [1,289K]. November 2006. In the 1994-95 state fiscal year, the House and Senate Fiscal Agencies jointly published a document relating to the School Aid Act. This document continues the tradition by combining the Michigan School Aid Act Compiled with a set of appendices that describe the Foundation Allowance approach that is now central to Michigan's funding of public schools.

Historical School Aid Documents:

Durant: What Happened and Implications for the Future (Fiscal Forum) [30K], January 1999.

Proposal A and Pupil Equity, by Hank Prince, December 1996.

Proposal A Video: "Breaking the Logjam: Reflections on School Finance Reform", by Hank Prince, November 1999. A documentary about Michigan's historic school finance reform success. Interviews with key 1993-94 House members, who crafted the House version of Proposal A, form the core of the documentary. This video is available, at cost, by contacting the agency at 517.373.8080.

Proration of School Funding [94K], January 2003.

Section 20j [30K], February 15, 2007. This memo explains Section 20j of the School Aid Act, which makes calculations for "hold harmless" districts.

Synopsis of the Basics of School Funding, A [23K], October 11, 2006. A memo on the basics of the Foundation Allowance.