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.
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
Fiscal Year 2012-13
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.
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)
Section-by-Section Highlights - Conference (10/13/09)
HB 4721 FY 2008-09 School Aid Supplemental
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)
HB 4359 FY 2007-08 Conference Report Summary (10/30/07)
School Aid Transportation (Sec. 77) Impact (Governor Vetoed) [17K]
SB 773 (PA 92 of 2007) School Aid Continuation Budget
HB 4359 FY 2007-08 As Passed the House 8/22/07:
Section-by-Section Highlights [103K].
HB 4359 FY 2007-08 As Passed Full Committee 8/22/07:
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:
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.
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