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This web-based calculator was created for two reasons:

Reason 1:

To provide website users an objective measure of the degree to which the schooling options of their home country, state, or province are centrally controlled, constrained, and influenced; that is government vs. market control of schooling options. The EFI value between zero and 100 derived from the calculator provides a relative measure of decentralized decision-making useful for policymaking; and...

Reason 2:

To provide the calculated EFIs as a public data set as a basis for estimating the impact of decentralization on key outcomes such as education system performance, economic growth, and economic equality.

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Before we start, is this going to be a relatively accurate account of the education conditions at your location OR are we just going to test the calculator with a variety of possible data?

Please select the appropriate option for your data submission.

Actual Data Submission Dummy Data


1.) You will be entering data for this place:

Country Name: Please select a country.

The ‘data’ entered (mostly subjective judgments) should be for the governmental entity with primary responsibility for establishing the funding and governance policies for primary and secondary education (K-12 in the USA). In the USA, those entities are the states, plus DC (federal gov't). So the USA has 51 school systems. There are 51 EFI values to compute for the USA. In Canada, it is the provinces.

In the country named above, the school system(s) is/are the (select):

Please enter the name of the region; for example, Utah or Alberta.
Region:
2.) In your currency, the Annual Per Pupil Public Funding of the Traditional Public School System is:
3.) In your currency, the Average Annual Per Pupil Subsidy funding for users of independent schools (but not chartered public schools). Include dollars provided by private sources (philanthropy, charity, ‘scholarships’):
4a.) As a decimal indicate the percent of schoolchildren eligible for the independent school user subsidy amount you entered into #3, above:
4b.) Public-Private Co-Payment Policy: % (as a decimal; 50% = 0.5) of subsidy-eligible independent school users may supplement public subsidy money with personal funds.
4c.) The co-payment size cap, as a share of Median Private School tuition, as a decimal: Enter 0 if co-payment is not allowed. Enter 1.0 if there is no cap or Co-Payment, or if the cap is larger than Median Private School tuition.
4d.) Co-Payment Taxation: the subsidy-eligible families face a % tax (as a decimal; 50% = 0.5) on the private share of tuition payments.
4e.) Parents’ Mandatory Minimum Share of Independent School Tuition is (as a decimal; 50% = 0.5)
5a.) In ‘your place’, there are school districts (or equivalent – local/regional school operators, such as LEAs, of at least the traditional public schools).
5b.) In ‘your place’, the enrollment share (as a decimal) of the four largest private school firms (or churches) is
6.) School district (or ‘LEA’s) enrollment in your place is:

About the same size
Very similar
Highly variable, but none significantly larger than the vast majority
Highly variable, but a few significantly larger than the rest
Very similar, but a few significantly larger than the rest
7.) Rate the formal barriers to private school start-up. Do not consider subsidy discrimination. Do consider issues such as permit/registration requirements, costly facility rules, ownership restrictions (profit?, churches?), advance proof of demand, assurance bond?, location restrictions, must have permission of local public school authorities??

Prohibitive
Onerous
Moderate
None
8.) Rate the formal barriers to start-up and competitiveness of independent or chartered public schools (CPS). If ‘your place’ does not allow CPS, click ‘prohibitive’. Consider issues such as personnel decision and instruction content autonomy, permit/registration requirements, costly facility rules, ownership restrictions (profit?, churches?), advance proof of demand, assurance bond?, location restrictions, must have permission of local public school authorities?, start-up/planning funding?. operating funding disparity between CPS and traditional public schools, potential for selective admissions, extensiveness of waitlists?

Prohibitive
Onerous
Moderate
None
9.) Degree of Traditional Public School Choice:

Only by Choice of Residence
Just Between Schools in Different Districts, Needing Permission of Sending and Receiving District and District-Levied Tax Funds do not Follow
Between Schools in Same or Different Districts, Needing Permission of Sending and Receiving Schools and District-Levied Tax Funds do not Follow
Just Between Schools in Different Districts, Needing Permission of Just the Receiving District; District-Levied Tax Funds do not Follow
Just Between Schools in Different Districts, Needing Permission of Just the Receiving District; Full Per-Pupil Funding Follows
Just Open Enrollment within Districts, All Funds Follow
Open Enrollment Among all Traditional Public Schools, All Funds Follow
10.) What percent (as a decimal) of children enrolled in traditional public schools are eligible for the public school choice available as described in #8:
11.) Traditional public school teacher credentialing rules:

Education Degree, Plus Multi-Year, Specific Training Credential Required
Education Degree, Plus 1-Year, Specific Training Credential Required
Education Degree or any 4-yr College Degree, Plus 1-Year, Specific Training Credential Required
Any 4-yr College Degree, Plus Background Check
Public Schools Can Hire Anyone that Passes a Rigorous Background Check
12.) Rate the formal barriers to traditional public school (TPS) principal autonomy. Consider issues such as hiring/firing, budget allocation, curriculum/textbook choice.

Prohibitive
Onerous
Moderate
None
13.) Rate the formal barriers to private school autonomy. Consider issues such as hiring/firing by private school principals, minimum personnel qualifications, permission to exercise mission-based selective admissions, curriculum/textbook choice, regulation of homeschooling, ownership (churches?, for-profit firms?), mandated participation in standardized testing?

Prohibitive
Onerous
Moderate
None
14.) Frequency/credibility of legislative and judicial challenges to key legislation.

Frequent, Credible Challenges
Infrequent, Credible Challenges
Few Challenges; Most Key Issues Settled and Consistently Applied Over Time
Relative certainty that Key Policies Underpinning Demand for Traditional Public School Alternatives (Funding and Governance Issues) are Secure
15.) Please rate miscellaneous regulation issues:
Consider issues such as reporting/compliance paperwork, regulation of library holdings, regulation of staffing levels, and staffing roles, regulation of credentials of non-teachers, etc.

Prohibitive
Onerous
Moderate
None
16.) Availability of Useful Information About Schools.

Only Available Informally (Talking to People)
Some Insightful Published Data Exist
Substantial Insightful Published Data Exist
Extensive Network of Private and Government Providers of Information About the Schooling Options
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Thoughts, comments, and feedback about the calculator and site as a whole are greatly appreciated!
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John Merrifield
Carlos Martinez
EFI Version 4
For a more detailed description of each question and the data requirements associated with each, refer to this document.

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