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Gates partnership leaves Hillsborough schools shouldering millions more than expected


A little history: MaryEllen Elia was superintendent of Hillsborough County schools in November 2009 when the $100,000,000 grant from the Bill and Melinda Gates Foundation was announced. As Hillsborough has discovered, a grant announcement is not exactly the same thing as money in the pocket.

Regarding the Gates grant, the article below notes:


The original proposal and a 2010 timeline called for the district to fire 5 percent of its teachers each year for poor performance. That would amount to more than 700 teachers. The thinking was they would be replaced by teachers who earned entry level wages, freeing up money to pay the bonuses for those at the top.


This is right out of the Neutron Jack Welch theory of leadership: Regardless of performance, fire 10% of employees every year. This is known as a 'new commitment to excellence.' The neutron appellation came from the fact that General Electric buildings remained intact while the workforce was decimated. At Microsoft, they call this Stack Ranking:

Every current and former Microsoft employee I interviewed—every one—cited stack ranking as the most destructive process inside of Microsoft, something that drove out untold numbers of employees. The system—also referred to as "the performance model," "the bell curve," or just "the employee review"--has, with certain variations over the years, worked like this: every unit was forced to declare a certain percentage of employees as top performers, then good performers, then average, then below average, then poor.--Kurt Eichenwald, Microsoft's Lost Decade, Vanity Fair, August 2012

Competition for top rating drives the system; cooperation is dead. Everything centers on one-upmanship.

It's interesting that Hillsborough received money from the Wallace Foundation to help them fulfill their commitments to the Gates Foundation--from 2011 to 2015 grants totalled $13,000,000 to "develop, hire and support new school principals."

Wallace "school leadership" grants fill over 50 pages on the Internet. They fall into these categories: the press, state departments of education, some school districts, and other foundations and political outfits pushing the Common Core. I admit to some shock and concern that the New York Times has received $1,000,000 in grants under the topic "School Leadership." Maybe they pay salaries of those writing editorials on education? Education Week and Education Writers Association have also received multiple "Leadership Grants" from Wallace. Officially, Education Week's more than %6 million in grants goes to Editorial Projects in Education, Inc.

On interest: In a split decision on January 20, 2015, the Hillsborough County school board fired superintendent MaryEllen Elia. It cost them more than $1 million to break her contract. By late May, in a unanimous vote, she was appointed New York State commissioner of education. By August, headlines screamed Education commissioner begins plan to combat opt outs and MaryEllen Elia's Opt Out response threatens her future.

I'd say that in New York, MaryEllen Elia is in for a rough ride.

by Marlene Sokol

A seven-year effort to put better teachers in Hillsborough County schools is costing the system millions of dollars more than officials projected. And the district's partner in the project, the Bill & Melinda Gates Foundation, is spending $20 million less than expected. The numbers, found in recent reports, differ significantly from what was commonly understood about the high-profile partnership, known as Empowering Effective Teachers. The district was to raise $102 million for its part, much of it by aggressively pursuing grants from local corporations and other entities. Gates was to kick in $100 million, for a total of $202 million. But as the project stands in its final year, the district's contribution will total $124 million in money and labor, while the Gates organization is paying only $80 million, the reports state. What's more, the district has put the total cost of the program, so far, at $271 million, which includes costs related to the effort. The numbers likely will be part of a detailed discussion that begins today on how to address the district's dwindling reserves and the resulting budget crisis that has bond-rating companies raising questions about school system finances.

School Board chairwoman Susan Valdes said she has long harbored doubts about escalating costs for the Gates-funded program, which launched in 2009 with great fanfare and put Hillsborough on the map nationally as an innovative district.

"That was my biggest fear, as excited as I was," she said Monday. "I am looking forward to tomorrow's workshop like there's no tomorrow."

Anna Brown, who manages the Gates grant for the district, cautioned against thinking the program is too costly, or that it can be dismantled now that one of its primary features, performance pay, is state law.

She said the extra $69 million in total expenses includes activities outside the scope of Empowering Effective Teachers, but related to it -- such as a principal training program that uses funds from the Wallace Foundation, a New York-based philanthropic group focused on education.

Similarly, the $124 million listed in reports as "district reallocation" includes time by workers such as programmers, test designers and personnel staff who would be on the job anyway. "Some of it's an in-kind effort," Brown said. It's listed, in part, to show that the district isn't overly reliant on Gates for support.

But records indicate the relationship between Gates and the district has had some bumps.

Late in the process, the foundation rejected several of the district's funding requests for Empowering Effective Teachers, which involves evaluating teachers using specially trained peers and bumping their pay with the idea that it would boost student performance.

"Each of the proposals were robustly outlined and presented," a district report said.

But Gates officials responded by pointing to language in the original agreement saying the foundation had promised "up to" $100 million, not necessarily the whole amount, according to the report.

The district picked up the unpaid costs.

Much of the disagreement amounted to a change in Gates' philosophy, Brown said. "After a few years of research," she said, "they believed there was not enough of a connection between performance bonuses and greater student achievement."

Brown said because the district has always rewarded teachers for performance, it was not hard to find the extra money.

Gates spokeswoman Mary Beth Lambert said that while the decision on bonus pay is final, the two sides could agree on another funding opportunity later in the year. "It's an ongoing conversation," she said. "The door is still open."

District leaders calculated in August that Empowering Effective Teachers' new pay plan carried a net cost of $65 million to the school system this year alone. The teachers' union rejected that conclusion, saying there would be raises and bonuses with or without the pay plan.

Brown and Carol Kurdell, the School Board's liaison to the Gates effort, pointed out that after six years of work and changes in state law, it's virtually impossible to roll back the clock on the program.

"It's our way of work," Kurdell said. "There's no way to walk away from it. It is now a part of our evaluation system, which is the state law."

Enacted a year after Hillsborough launched its project, Senate Bill 736 in the Florida Legislature phased out teacher tenure and tied pay to supervisor evaluations and student test scores.

Hillsborough was given some leeway because the Gates plan was already under way. Unlike the state program, Hillsborough's plan has a third component of peer observations. And it's the most controversial part, as some teachers come to resent the observers.

Superintendent Jeff Eakins has suggested reducing the number of the evaluators for teachers who have proven they are proficient. Brown said such an adjustment would happen anyway as the grant winds down.

"We are at a natural place to stop and take a look," she said.

And last week, a mass email went out, saying information sessions for prospective evaluators and mentors have been postponed. Brown said managers want to wait until more decisions are made before they recruit more participants.

Since 2009, key components of the Gates program have changed.

The original proposal and a 2010 timeline called for the district to fire 5 percent of its teachers each year for poor performance. That would amount to more than 700 teachers. The thinking was they would be replaced by teachers who earned entry level wages, freeing up money to pay the bonuses for those at the top.

But the mass firings never happened. While an undetermined number of teachers resign out of dissatisfaction or fear that they will be fired, only a handful of terminations happen because of bad evaluations.

Also, while the initial proposal sought to pay teachers based on performance instead of seniority, the actual pay plan does both. Teachers receive pay bumps at three-year intervals and, if they score highly in the ratings system, they get bonus pay.

Evaluators were supposed to serve two-year stints, then cycle back to the classroom. Instead, many stay three and four years.

Critics say they become bureaucrats and not true peers. But Brown said that with more experience, they are better qualified to do the job.

Contact Marlene Sokol at (813) 226-3356 or msokol@tampabay.com. Follow @marlenesokol.

If you go

The Hillsborough County School Board will meet at 9 a.m. today at 901 E. Kennedy Blvd., Tampa, to discuss the budget. The public is allowed to attend, but this is a workshop and there will be no vote or public comment.



Hillsborough County's Gates grant: a history

2009: Hillsborough schools are chosen for a prestigious seven-year grant from the Bill & Melinda Gates Foundation. The program, Empowering Effective Teachers, or EET, seeks to pay teachers for performance instead of seniority.

2010: Work begins. Teacher peers are trained to observe their colleagues. The union ratifies its contract by 96 percent, signaling buy-in for the new system.

2011: A high school teacher publicly rejects his peer evaluator and runs for union president. The state enacts its own teacher reform system. Hillsborough's district and union leaders say theirs is far superior.

2012: Union president Jean Clements is re-elected despite two challenges. Stacy White is the first School Board member to speak out publicly against EET, saying it demoralizes teachers. The mentor component remains popular. Superintendent MaryEllen Elia credits it for high retention rates among first-year teachers.

2014: Two components of the Gates program never materialize. The district winds up paying teachers for performance on top of seniority, and an initial proposal to fire 5 percent of teachers goes by the wayside. School Board elections tilt the balance against Elia.

2015: Elia is fired. Jeff Eakins, soon after becoming superintendent, learns the district reserve fund is falling. He looks for causes, including new teacher pay system.

2016: Gates will conclude its funding role.



Hillsborough County's Gates grant: a history

2009: Hillsborough schools are chosen for a prestigious seven-year grant from the Bill & Melinda Gates Foundation. The program, Empowering Effective Teachers, or EET, seeks to pay teachers for performance instead of seniority.

2010: Work begins. Teacher peers are trained to observe their colleagues. The union ratifies its contract by 96 percent, signaling buy-in for the new system.

2011: A high school teacher publicly rejects his peer evaluator and runs for union president. The state enacts its own teacher reform system. Hillsborough's district and union leaders say theirs is far superior.

2012: Union president Jean Clements is re-elected despite two challenges. Stacy White is the first School Board member to speak out publicly against EET, saying it demoralizes teachers. The mentor component remains popular. Superintendent MaryEllen Elia credits it for high retention rates among first-year teachers.

2014: Two components of the Gates program never materialize. The district winds up paying teachers for performance on top of seniority, and an initial proposal to fire 5 percent of teachers goes by the wayside. School Board elections tilt the balance against Elia.

2015: Elia is fired. Jeff Eakins, soon after becoming superintendent, learns the district reserve fund is falling. He looks for causes, including new teacher pay system.

2016: Gates foundation will conclude its funding role.

— Marlene Sokol
Tampa Bay Times

2015-09-21

http://www.tampabay.com/news/education/k12/hillsborough-schools-shouldering-millions-more-than-expected-in/2246528

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