This study aims to clarify the actual conditions of educational stages changes in urban school districts in the United States and examine how improvements in the educational environment are carried out in the re-structured system. Specifically, it focuses on the recent grade span configuration change to the 8-4 system, analyzing why these changes are made, how they are implemented, and how the funds for providing the educational environment are secured. The materials analyzed include interviews with superintendents and elementary school principals in urban school districts, relevant newspaper articles, statistical data, and the financial statements of those school districts.
The results of the analysis revealed the following three points.
The first point is the reason for changing educational stages. School districts in urban areas have switched from the 5-3-4 educational system to the 8-4 system primarily to (1) respond to criticisms on the existing middle school system, (2) address the issue of transitioning, and (3) keep students from transferring to other school districts.
The second point is the actual state of institutional reform regarding how they provided the educational environment during the change of educational stages. In the Philadelphia school district, instead of implementing the changes all at once, it was done in phases by adding classes to each grade over several years. This method of implementation was also effective from the perspective of securing funds because the annual budget could be divided over several school years.
The third point is how capital funding was secured to provide the educational environment during the change of educational stages. In order to the maintain an adequate educational environment during those changes, the School District of Philadelphia implemented their capital improvement program by spending approximately $1.3 billion over five years starting in 2004, which is two to three times the normal expenditures. 61% of the capital funding was used for alterations and improvements, and 33% was used for new buildings and additions. The school district presiding over the school bore the responsibility for raising more than 95% of the capital funding revenue. It became clear that the School District of Philadelphia secured capital funding on their own by issuing variable rate debt, etc.* to provide its schools with an educational environment.
Since there were financial issues in providing facilities and equipment while changing educational stages, there were situations where the school district had to secure capital funding by borrowing money from the bank under the authority of the superintendent when their financial state was tight. To implement an improved educational environment when there was little funding from the state, school districts had to expand their financial options to secure funds. It became apparent that school district superintendents arranged the educational environment by considering how to secure and manage funds rather than using capital funding from a given budget.
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