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JUN-23-97 12:06 FROM: NSF-DIRECTORS OFFICE ID 703 306 0109 PAGE 1/22 DOEd-NSF Working Group on Improving Math and Science Education FAX COVER SHEET Date: 6/24/97 NAME FAX NUMBER OFFICE NUMBER Neal Lane, NSF 703/306-0109 703/306-1000 Judy Sunley, NSF 703/306-0109 703/306-1018 Luther Williams, NSF 703/306-0399 703/306-1600 Margaret Cozzens, NSF 703/306-0412 703/306-1628 Larry Suter, NSF 703/306-0434 703/306-1650 Eric Hamilton, NSF 703/306-0456 703/306-1682 Marshall Smith, DOEd 202/401-3095 202/401-1000 Christine Jackson, DOEd 202/205-0302 202/260-2516 Carol Chelemer, DOEd 202/219-2198 202/219-2235 Thomas Corwin, DOEd 202/401-6139 202/401-0318 Deborah Spitz, DOEd 202/401-0220 202/401-3939 Robert Stonehill, DOEd 202/219-2198 202/219-2088 Judy Wurtzel, DOEd 202/401-3095 202/401-3281 Daryl Chubin, OSTP 202/456-6027 202/456-6129 Mike Cohen, DPC 202/456-7028 202/456-5575 Bill Kincaid, DPC 202/456-7028 202/456-2857 Anne Tenney, OMB 202/395-4817 202/395-3535 Mary Cassell, OMB 202/395-4875 202/395-5880 FROM: Judy Sunley Number of pages including this Cover Sheet 22 Remarks: 43 56. Arkansas Democrat-Gazette January 7, 1998 Educators add up math needs CHRIS REINOLDS schools. could be reduced if high school Linda Jones. a counselor at Hall High ARKANSAS DEMOCRAT-GAZETTE students took more math classes. Hardin School in Little Rock. said a fourth math Arkansas college and university said. If the math requirement is requirement would be unfair to students officials say students can benefit from approved. students who did not take four who excel in other subjects like art or taking a fourth year of high school math. years would be "conditionally" admitted English. She said college-bound students but some educators aren't sure if it should to state colleges and universities. The now must take only three math courses: be a college admission requirement. conditional admission would require Algebra 1, Algebra 2 and geometry. Two Presidents and chancellors met Tuesday students to take a certain number of years of foreign language are also with state Department of Higher courses and maintain a 2.0 grade point recommended for those students. "In Education officials to discuss setting average. "If we think math skills are my opinion, there are lot of kids who go statewide admission standards. The as important as language skills for into college and do well and do not really Arkansas Higher Education Coordinating success in the job market, then we should need that much math." Jones said. "We Board is considering new requirements require a fourth year." said Winfred have kids who are wonderful in social for unconditional admission to state Thompson. president of the University of studies or English. and math could be a colleges and universities that include four Central Arkansas at Conway. Eugene real hold-back." However, if the high school math credits and one foreign McKay, Arkansas State fourth math course is required. Jones language class. The state Board of University-Beebe chancellor. said his said, she will recommend that her Education in December tentatively college should be able to admit anyone students take the appropriate classes to approved revised high school graduation with a high school diploma without get into college. Counselor Judy requirements to take effect in 2002. The putting that student on conditional Akins of Fort Smith's Southside High proposed requirements call for students admission. He questioned the value of School said many students already take a to pass three math courses, one of which algebra and said students should learn fourth year of math. "I have a real must be taken in the final year of high math that is applicable to the real world. problem with requiring it for admission school. Two of the required courses must But University of Arkansas at Little to state schools," Akins said. Akins be algebra and geometry. The state's Rock Chancellor Charles Hathaway said said adding another year of math won't existing graduation requirements call for algebra teaches logic and problem help those students unless the content is three units of math. Most college-bound solving - two skills employers more meaningful. "The problem lies students also take three units of math. desperately want. Hathaway with students who've not learned Algebra Lu Hardin, director of the state suggested that high schools add a fourth 2 or geometry," she said. "What is our Department of Higher Education, said he year that reviews all previous math purpose? To have students score a 19 on and other department officials would like courses to make sure students understand the ACT or be better prepared?" colleges and universities to require the concepts. The University of Akins also said students shouldn't be students to take four units of high school Arkansas. Fayetteville, recently approved required to take foreign language in high math for unconditional admission. raising admission standards. Incoming school. "I don't think every student is Hardin and other educators have said freshmen will be required to have a math-oriented or language-oriented," she students who take four years of math in minimum 3.0 grade point average. to said. The state higher education high school consistently score higher on score at least a 20 on the ACT and to coordination board will discuss the the American College Test. Remediation have completed 16 core high school proposed admission requirements at a rates, which are up to 50 percent at some courses for unconditional admission. Feb. 6 meeting. 57. Detroit News January 7, 1998 District experiments with science curriculum Holland program focuses on problem-solving rather than concentrating on kids' memorization skills By Annemarie Schultz students at Holland Public Schools learn science coordinator. Rather than HOLLAND - Holland students are science. It's designed to make students focusing on memorization skills, which studying science with more than just a think and make educated guesses on the has long been associated with science. hands-on approach - they're using a outcome of a science project. "Kids are the learning angle focuses on reasoning "minds-on" method as well. The learning sciences themselves through a and problem-solving. Fifth-graders at hands-on, minds-on approach is part of a scientific method called the 'learning Jefferson Elementary applied the 3-year-old program reforming the way angle." said Marty Coon. the district's technique with a species of cricket. Each 44 student was given his or her own cricket because in order to teach science well, it's surprised at the language level of her in a plastic container with a slice of important to have the supplies for students. but has come to expect more potato and told to write their hands-on science." The new science sophisticated vocabulary than she's seen observations in a journal. "I would like program was introduced in elementary in her prior 10 years of teaching. "The you to use all of your senses except for schools in the 1994-95 school year and differences I see are in language and taste," teacher Lara Johnson said. expanded to the middle schools and the what they're figuring out on their own." Students enjoyed having their own live high school the past two years. The she said. Not always giving the answer cricket to study. "It's easier to actually short-term goal was to raise the district's after teaching a unit is a change for see the cricket close up rather than science scores on the Michigan Yoder. but she's learned to let the kids reading about it." said Courtney Lunden, Educational Assessment Program test, discover answers on their own. Johnson. 10. "It's more fun to look at it up close." but Coon said it's moved beyond that. who describes herself as more artistic by One student examines the details of the "What we're doing is building a solid nature. said she didn't feel prepared to cricket anatomy. "I like his colors and foundation of science." he said. "So no teach science before the new program he's got little hands that you can hardly matter what the objectives (of state tests) was implemented. Now she's the see on his mouth." said 11-year-old Joey are, the kids are always doing well. "My co-leader of the district's fifth-grade Zuniga. The crickets came from the goal is to have the best science program science curriculum team. Johnson district's Living Resource Center, which in the country. We want the best believes the hands-on. minds-on lends plants and animals for science program, because that's the best for our approach to science is a natural one. "I projects. "It just makes it easier for kids and why would we stop at anything couldn't imaging teaching from a teachers to have life in their classroom." less?" As second-graders in Maria textbook about crickets," she said. "It said Coon. who manages the Living Yoder's Jefferson Elementary School wouldn't make sense." Coon said the Resource Center. Among the flora and class guess why a latex glove inflates revised curriculum would be impossible fauna in the center in the district's when placed over the mouth of a jar of without good training of teachers. "The administration building are a 3-year-old water and Alka-Seltzer. students eagerly teachers become the key to the reform." snapping turtle Coon hatched from an lean over their desks. waiting to be called Coon said. "That's what hasn't happened egg, newts, African clawed frogs. lizards on. While some students describe what a lot in the past." and tarantulas. "For me it's so simple to they believe might be happening, others Annemarie Schultz writes for the actively provide resources to help use more complex words such as Holland Sentinel. This report was biology be part of our curriculum," he "evaporate." Yoder is occasionally distributed by the Associated Press. said. "The resource room is important 58. Boston Globe January 7, 1998 Report cards show 22 schools improved But others are failing; scores available By Beth Daley, Globe Staff dealing with the district's new math schools," Payzant said. "However, I Report cards for Boston public standards. would caution parents against relying schools released yesterday show for the Twenty-two schools were able to solely on report cards or on any one first time which schools have made the significantly reduce the percentage of indicator as they decide on a school." greatest strides in moving students out of students in the lowest performance level Comparative data with previous years the lowest performance level on a tough in both math and reading on the Stanford are unavailable, as this was the first year citywide test. 9 test between May 1996 and May 1997, the report cards measured movement out The report cards will be available to compared to other schools in the district. of a level. parents at the annual Citywide Showcase Moving students out of that level, Some administrators whose school of Schools tonight at the Bayside described as having "little or no mastery" ranked in the upper third for reducing Exposition Center. The showcase is of a subject. is one of the school level 1 performance credited staff designed to help parents choose what department's primary goals. dedication for the improvements. Still, schools they want their children to attend Twenty-one of the district's 125 many said the report cards showed only next year. schools, however. had much less success one year of progress, and that much more The report cards. which the school in moving students out of that level. needs to be done. department has released for the third year As in previous years. the report cards "Mostly it's the hard work of in a row. list reading and math scores in show wide disparities in the performance teachers." said Robert W. Holland of the the Stanford 9 achievement test, as well levels of various schools. Boston School William E. Endicott Elementary School. as attendance records, suspension rates. Superintendent Thomas Payzant urged which ranked in the upper third. staff qualifications, and specific parents to use the report cards carefully "Teachers are identifying the needs of programs in each of the system's schools. when choosing schools. students, they communicate with For the first time, data on student "The report cards offer parents a parents." performance in open-ended testing are variety of indicators with which to The Citywide Showcase, which will available, as well as how each school is measure teaching and learning in our be held from 5:30 to 8:30 p.m., provides 45 an opportunity for parents to talk with year begins tomorrow for kindergarten a Boston public school. parents should principals. teachers. and other parents and grades 1. 6 and 9. and runs through fill out the applications provided to their from about 125 schools. Feb. 4. Registration and transfer requests children. Under Boston's controlled choice for all other grades will take place from For students new to the district. plan. students are assigned to schools Feb. 9 to March 13. parents must bring a child's original birth based on choice as well as race - in an Parents who pick a school during that certificate (for children ages 4 to 6). effort to ensure racial balance. time have the best chance of getting their complete record of immunizations. and School registration for the 1998-99 first choice. To register a child already in two preprinted proofs of address. 59. Boston Globe January 7. 1998 An A for effort, but no pay Teachers rarely compensated for supervising nonathletic activities By Beth Daley. Globe Staff unfair that athletic coaches in Boston are arbitrator ruled that the School Almost every day after school and on paid stipends and they are not. In Boston, Department did not have to pay for many weekends. Hyde Park High School a varsity basketball coach will be paid activities that were not required. teacher Demetra Stavrianidis can be $4,821 this year. Volleyball and soccer "If teachers get paid for a yearbook in found at work - running the student coaches will be paid $3.485. according to Brookline High School, Dorchester High yearbook and supervising the the Boston Teachers Union. deserves a yearbook as much as another multicultural club. "Historically. there has been an school. A lot of activites that go on in But despite the 10-15 extra hours a imbalance for things that are nonathletic. other places don't go on in Boston." week she puts in, Stavrianidis receives We have never been in a position to sit Doherty said. little more than a thank you for her down. equalize or restore the stipends." Stiff, schools could create priorities efforts: Boston, unlike most school said Boston Latin headmaster Michael within their budgets, as the Samuel W. districts statewide, rarely pays teachers Contompasis. Mason Elementary School did to run an for running nonathletic extracurricular "Why can't every school field a math afterschool program and the Jeremiah activities, from the French club to the team? That person spends as much time Burke High School did to pay a senior senior prom. as the varsity baseball coach in one class adviser, school officials said. Now, about eight years after the season. They work all year long for far "No budget decision is an easy one." no-pay policy was put into effect. many less money," he said. said Tracey Lynch. a School Department teachers still volunteer to run clubs, Boston Latin has many teachers that spokeswoman. "But as any organization school newspapers. and school dances. volunteer for language clubs and must, you weigh your priorities and They do it because they care about the afterschool activities. But it also manages potentially try to find alternative ways to students and know how important such with alumni funds to pay teachers who address issues. It's clear some schools are activities are for their intellectual head clubs that compete successfully doing that." development. interscholastically, such as the math Still. at Hyde Park High School. But some are growing weary of the team. assistant headmaster Chuck Burgess unpaid effort. and afterschool and Other schools aren't as lucky. Some bemoans the loss of a National Honor enrichment programs have suffered. teachers have been given a lighter Society. "a centerpiece of a good school." Hyde Park High School no longer has a schedule in the past to compensate, but gone in part, he says, because no one was National Honor Society. and students that effort has been undermined with the being paid for it. would be hard-pressed to find a drama recent emphasis on teaching more hours "Also, by statute we are supposed to club, chorus, or math team in several of during the school day. Some schools now have student government advisers but the district high schools. apply for grants to pay for stipends. there is no money for it Burgess said. "I do it because it is necessary for the while others try to raise money through "Some teachers have other jobs after kids to have this, but it is a lot of work booster clubs. school, not everyone can volunteer. And and a lot of time and teachers are not The extracurricular pay was especially for city kids, you need getting credit," said Stavrianidis. eliminated when the School Department programs after school." Other school districts pay teachers for no longer required certain activities to be At Boston High School, senior class their extra efforts. In Cambridge, for in a school, which meant teachers were adviser and special needs teacher Donna example, the yearbook and school not required to be given a stipend for O'Brien says she and other teachers newspaper adviser receives $3.247 a them. While a dollar figure is still listed continue their extracurricular activities year. The alpine ski club adviser receives in the contract for various activities because they care about the students. the same. In Brookline, the senior class $914 for a yearbook adviser, for example "Why do the elementary school adviser, jazz band head. and math club few teachers receive it. teachers come in early? You just keep on organizer receive anywhere from "Most people kept up activities for a doing it. You like the kids," said O'Brien. $1.219-$1,319. Malden pays about $950 while then they realized the inherent "You don't go into teaching to get rich. to the yearbook adviser. unfairness." said Ed Doherty. head of the There are countless numbers of us who Teachers and headmasters also say it's Boston Teachers Union. Doherty said an care. 46 60. Chicago Tribune January 7. 1998 'Outsiders' learning about Native America By Jon Anderson about the land on which they live. from across many of the nation's 550 TRIBUNE STAFF WRITER people who were here first. American Indian tribes. among them an Spring semester courses in Lakota, "Interest is tremendous in American emphasis on extended family, Beck said. Ojibwe, History. Genealogy. Philosophy Indian courses these days." noted Craig Everyone pitches in, sharing chores, -and World View," proclaimed the Howe, director of the D'Arcy McNickle helping make decisions, raising children, classified ad, urging those who were Center for American Indian History at caring for elders. Left to work properly, interested to ``call Dave." the Newberry Library, who will be it can be a strong support system. That would be David Beck. Is he a teaching "Dynamics of Philosophy and Spirituality gives people a busy man these days getting ready for the World View" at the NAES college this centeredness. It also helps in decision spring semester at the Native American semester and, as he put it, "looking at making," he explained, though he noted Educational Services College, 2838 W. some of the fundamental aspects of the quickly that "we don't teach how to find Peterson Ave.? culture." spirituality. These are not self-help "Yes." said Beck happily, settling So what, asked a recent Chicago courses. But we do study the role it plays back in a book-lined office in a campus visitor. can a modern-day in everyday life for native peoples." tree-lined. two-story building, where he outsider learn from attending lectures on For outsiders, a study of American is dean of the Chicago campus. Across ancient American Indian ways? In a Indian cultures might also lead to a the street is Mather Park. where dancers word, said Beck. plenty. stronger sense of place, especially in from the Oneida, Menominee, Ojibwe 'Our history courses would be of Chicago. These days. a majority of and Lakota Sioux tribes gathered last interest. Our tribal languages as well." he Chicago's 8,000 to 11,000 American June to display ancient skills. competing began. flipping through a 65-page Indians live on the North Side. in for $23,000 in prizes. There was also catalog, as other staffers bustled around Lakeview, Edgewater. Albany Park and much drumming. getting classrooms and the library ready Uptown. In other ways as well these are boom for term. "More and more people Legacies of the city's Native American times for native Indian cultures. which, recognize that what they learned growing past are everywhere, from an old trail after centuries of neglect. have seen a up simply left out Native American now turned into busy Ridge Avenue to a major upsurge in interest in their history, history. Now they want to include that. plethora of American Indian names on arts, legends. prayers, healings and what 'We try to focus on tribal customary streets and public areas. many see as a more harmonious approach law." he went on. "On how Native "I've studied a lot of (American to nature and environment. Americans understood lands and Indian) history," noted Beck. turning to For many of American Indian descent, resources. How they made treaties with one stereotype he would like to retire, the it involves digging into matters long other tribes. What they thought they were Hollywood depiction of the blood-thirsty buried under an avalanche of foreign doing with the Europeans." warrior. cultures. For them, the NAES system, Not a little of the work has to do with In most native languages. Beck said. offering a bachelor's degree in "liberal giving the American Indian side of what, "the word 'warrior' included an idea of arts tribally defined." now runs campuses for them, were some rather bad real estate doing whatever they had to do to make in Chicago, Minneapolis, on a deals. Often, lands were ceded under the sure their people were safe and secure." reservation in Montana and another in misunderstanding that they were sharing Far from always whooping into battle, northern Wisconsin where Menominees fishing and hunting rights. not selling off warriors often opted for peace. he noted. have lived for 5,000 years. the land forever. They only went to war. `when that was But Dave's ad was directed to a Other areas of interest, to outsiders the last thing they could do to protect different audience. Call them "the searching for a more meaningful way of their people. outsiders." people looking to learn more life, deal with the core values that spread 51 school application and what steps must expected to consider spending $607.200 help prepare for a fall bond election: and be followed for it to be approved by the to upgrade salaries of some district purchasing the Trinity Valley School school board. employees: hiring a management firm to property at 6100 McCart Ave In other business. trustees are 54. Arkansas Democrat Gazette December 9. 1997 Educators give tentative OK to new graduation criteria CYNTHIA HOWELL degree. Pickett called math just as much grade-point average. After hearing from ARKANSAS DEMOCRAT-GAZETTE a foundation for learning as English. the principals of North Little Rock High The Arkansas Board of Education on Four units of English are required School, West Campus, and Siloam Monday tentatively approved revised currently and in the proposed standards. Springs High. the board approved high school graduation requirements to The Arkansas Higher Education supplemental instruction programs in take effect in 2002. The board is Coordinating Council is considering new those schools. Both programs are part of scheduled to consider final approval of requirements for unconditional admission the regular school day and as a result the proposals in February Two board to state colleges and universities that required a board waiver of a regulation members said they hope to add another include four high school math credits. mandating after-school instructional math course requirement by then. Board Education Department Director Ray program of at least 100 minutes a week. members acted on the requirements Simon urged the general education board North Little Rock Principal Gregg during a meeting in which they also: to refrain from increasing the math Thompson said the four-year-old Waived for two high schools a regulation requirement without public hearings. Academic Improvement Program has requiring after-school instruction for Simon said the proposed high school helped at least six out of every 10 athletes and others who hold less than a requirements are comparable to those of underachieving students to raise their 2.0 grade point average. Expressed other states. Pickett also asked for grades to at least a 2.0 level. which is a concerns about the minimum levels of assurances that students will graduate "C" average. On the issue of school bus liability insurance coverage most school with computer technology skills. With insurance coverage. a total of 211 of districts carry for their buses. The state's the exception of the change in the math Arkansas' 311 school districts buy only existing graduation requirements call for requirement and the addition of a social the minimum required amount of liability three units of math. The proposed new studies requirement, the proposed insurance. McLarty said he believed the requirements call for students to pass graduation requirements are similar to standard $50,000 to cover medical costs three math courses, one of which must be the existing requirements. The proposed for up to 70 passengers on a bus is taken in the student's final year of high standards call for four units of English, inadequate. The $50,000 would be the school. Two of the required courses must three units each in social studies, math limit for coverage if the bus driver is be algebra and geometry. Board and science, and one-half unit each in found at fault in an accident. McLarty members Im McLarty of Newport and oral communications. physical education, said he understood the districts are Betty Pickett of Conway proposed fine arts and health and safety, and at complying with the law and that raising requiring four units of math instead of least six elective credits. Also Monday, coverage limits would increase school three. McLarty said statistics show that the board approved waivers that will district costs. He suggested that the students who take four years of math enable students at two schools to Education Board urge lawmakers to raise score higher on college entrance exams, participate in extracurricular activities the minimum insurance coverage are less likely to need remedial college even if they have less than a 2.0 requirements. classes and are more likely to obtain a 52 COMMENTARY 55. The Washington Post 12/09/97: Edition: FINAL: Section: OP-ED; Page A25 A Little Money For the Kids By E. J. Dionne Jr. popular Republican governor, George well their kids' schools are doing. The way the "education issue" gets Allen, had hoped to take the state Assessment is a precondition of reform. discussed in politics is very different legislature for his party with a big tax cut But "I'll give your kids a test" is not a from the way it's talked about around campaign. The Democrats countered by compelling national slogan. Rejoining kitchen tables. arguing that helping the schools was the political discussion to the kitchen When politicians get their hands more important than tax cuts. Many table discussion requires giving up around it. the subject becomes abstract. business leaders. Republican on so many boilerplate rhetoric about education It's about "vouchers" or "local control" or issues, sided with the Democrats on this being solely a local issue. It's a local "education bureaucrats" or "charter one. The Republicans fell short, and issue, yes, but a national issue. too. What schools" or "unions" or "testing" or Democrats around the country spent a lot can Washington realistically do without "funding." of timeover the next year doing photo imposing large regulatory burdens on When parents talk about it, it's about ops in classrooms. localities? whether the teachers are good and But Democrats now have a problem: It can put its money where the kitchen whether their kids are safe, happy, eager The Republicans have gotten an table wants it: to repair decaying schools and learning how to read, write and education on the education issue. If and build new ones. The administration count. It's about whether the school roof Democrats could neutralize the was foolish to cave in to Republicans in is falling in and whether there are too Republican advantage on the crime issue, this year's budget negotiations on many children in the class. It's about Republicans figure they can do the same Clinton's $5 billion school construction whether the textbooks are good and with this one. Once again. Virginia was program. Congress could also create a reflect the values of the household. the laboratory. In the 1997 elections, new version of the old "impact aid" Ultimately, it's about whether all the Republican Jim Gilmore, running to program, to help school districts where hours the kids are under that school roof succeed Allen. had a popular issue in his the mini-baby boom and immigration are being spent productively. proposal to cut the state's burdensome car create jammed classrooms. This disjunction between political talk tax. His Democratic opponent, Lt. Gov. It can help states to equalize spending and household talk will matter in Don Beyer, wanted the election to be between rich and poor school districts. American politics over the next several about education. Gilmore's strategists Parents from poor districts have been years. Both parties are circling the knew that education cut deeply, winning lawsuits on this issue for years. education issue, trying to turn it to especially with the famous soccer moms. But parents in wealthy school districts political advantage. So Gilmore made a simple promise: to resent spending less on their own kids to In 1996, Democrats owned the have the state pay for 4,000 more send money to poor school districts. education issue. When Republicans in teachers to cut class sizes. The Washington could take the edge off these Congress proposed to eliminate the Republicans' post-election analysis divisive fights by picking up some of the Department of Education and cut showed this promise had a large impact, tab - and help poor kids in the process. various federal programs, voters didn't especially on women. They could vote Yes, all this would require politicians read this as an attack on government or with Gilmore on the car tax because he to violate the iron law of conventional "Washington bureaucrats." The polls had earned himself some education wisdom that Washington spending is show that they saw it as an indifference credentials. Gilmore won the election. always bad. Funny they never seem to to the schools, one of the areas where The question at the national level is: think about this when they want to spend most Americans believe government Who will learn the most from Gilmore? money on roads or defense installations. necessarily plays a big role. President Clinton is right in pushing for The people at the kitchen table would Democrats realized the issue's national standards and testing as a way to welcome a little of the largesse going to potential in the 1995 elections for the give parents some way of judging how educate their kids. state legislature in Virginia. The state's THE WHITE HOUSE WASHINGTON January 26, 1998 Dear Mr. Chairman: Thank you for writing concerning the December 11, 1997, letter from Dr. Luther Williams, Assistant Director of the National Science Foundation (NSF), to Mrs. Yvonne Larsen, President of the California State Board of Education, concerning the proposed standards for mathematics recently adopted by the State of California. Dr. Williams's correspondence was recently brought to the attention of my staff. As a result, Dr. Neal Lane, Director of NSF, sent the attached letter, in which he makes absolutely clear that the content of State standards is the responsibility of the State, and that NSF has no intention of withdrawing support for the projects it is funding in California based on the action by the State Board of Education. Mastering the basics and advanced skills in mathematics is critical for all our young people. I look forward to continuing to work with you and your colleagues to help states and school districts around the country strengthen teaching and learning in math and other core subjects. Sincerely, Bin Chirton The Honorable Bill Goodling Chairman Committee on Education and the Workforce House of Representatives Washington, D.C. 20515 Attachment DRAFT The Honorable Bill Goodling [Identical Letters to Other Members] Thank you for writing me concerning the December 11, 1997, letter by Dr. Luther Williams, Assistant Director of the National Science Foundation (NSF), to Mrs. Yvonne Larsen, President of the California State Board of Education, concerning the proposed standards for mathematics recently adopted by California. I completely agree with you that Dr. Williams' letter was inappropriate. The correspondence was recently brought to the attention of my staff. As a result, Dr. Neal Lane, Director of NSF, sent the attached letter, dated January 8, 1998. Dr. Lane's letter makes absolutely clear that the content of state standards is the responsibility of the state, and that NSF has no intention of withdrawing support for the projects it is funding in California based on the action by the State Board of Education. Mastering the basics and advanced skills in mathematics is critical for all our young people. I look forward to continuing to work with you and your colleagues to help states and school districts around the country strengthen teaching and learning in math and other core subjects. Again, thanks for writing. Sincerely cc: Dr. Neal Lane Attachment DRAFT The Honorable Bill Goodling [Identical Letters to Other Members] Thank you for writing me concerning the December 11, 1997, letter by Dr. Luther Williams, Assistant Director of the National Science Foundation (NSF), to Mrs. Yvonne Larsen, President of the California State Board of Education, concerning the proposed standards for mathematics recently adopted by California. The correspondence was recently brought to the attention of my staff. As a result, Dr. Neal Lane, Director of NSF, sent the attached letter, dated January 8, 1998. Dr. Lane's letter makes it absolutely clear that the content of state standards is the responsibility of the state, and that NSF has no intention of withdrawing support for the projects it is funding in California based on the action by the State Board of Education. Mastering the basics and advanced skills in mathematics is critical for all our young people. I look forward to continuing to work with you and your colleagues to help states and school districts around the country strengthen teaching and learning in math and other core subjects. Again, thanks for writing. Sincerely cc: Dr. Neal Lane Attachment DRAFT The Honorable Bill Goodling [Identical Letters to Other Members] Thank you for writing me concerning the December 11, 1997, letter by Dr. Luther Williams, Assistant Director of the National Science Foundation (NSF), to Mrs. Yvonne Larsen, President of the California State Board of Education, concerning the proposed standards for mathematics recently adopted by California. I completely agree with you that Dr. Williams' letter was inappropriate. The correspondence was recently brought to the attention of my staff. As a result, Dr. Neal Lane, Director of NSF, sent the attached letter, dated January 8, 1998. Dr. Lane's letter makes absolutely clear that the content of state standards is the responsibility of the state, and that NSF has no intention of withdrawing support for the projects it is funding in California based on the action by the State Board of Education. Mastering the basics and advanced skills in mathematics is critical for all our young people. I look forward to continuing to work with you and your colleagues to help states and school districts around the country strengthen teaching and learning in math and other core subjects. Again, thanks for writing. Sincerely cc: Dr. Neal Lane Attachment DRAFT The Honorable Bill Goodling Thank you for writing me concerning the December 11, 1997, letter by Dr. Luther Williams, Assistant Director of the National Science Foundation (NSF), to Mrs. Yvonne Larsen, President of the California State Board of Education, concerning the proposed standards for mathematics recently adopted by California. I completely agree with you that Dr. Williams' letter was inappropriate. The correspondence was recently brought to the attention of my staff, who worked with Dr. Neal Lane, Director of NSF, on the attached letter, dated January 8, 1998, which superseded that written by Dr. Williams. Dr. Lane's letter makes absolutely clear that the content of state standards is the responsibility of the state, and that NSF has no intention of withdrawing support for the projects it is funding in California based on the action by the State Board of Education. We all agree that mastering the basics and advanced skills in mathematics is critical for all our young people. As the results of the 8th grade TIMSS test, and more recent data on student achievement in urban areas make clear, we have far to go in order to achieve this important goal. I look forward to working with you and your colleagues on helping states and school districts around the country strengthen teaching and learning in this vital subject. Again, thanks for writing. Sincerely cc: Dr. Neal Lane Attachment JAN-15-1998 15:40 NSF-DIRECTORS OFFICE 703 306 0109 P.01/08 SCIENCE UNDATION National Science Foundation Office of the Director 4201 Wilson Boulevard Room 1205 Arlington, Virginia 22230 Phone: 703-306- Fax 703-306-0109 Date: January 15, 1998 To: Bill Kincaid, DPC Fax No.: 202-456-5581 From: Judy Sundey Pages: 8 (Including Cover Sheet) Comments: Bill - 1 As per our conversation, Judy Please call the number above if you experience transmission problems. JAN-15-1998 15:40 NSF-DIRECTORS OFFICE 703 306 0109 P.02/08 ROUTING SLIP NATIONAL SCIENCE FOUNDATION TO. NAME ORGANIZATION & ROOM NO. ACTION INITIAL DATE 1. JUDY SUNLEY OD 4 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 1. Note and Forward 6. Concurrence 11. Recommendation 2. Note and Return 7. Approval 12. Please SOC me 3. Note and file 8. For signature 13. Investigate and report 4 Per your request 9. For comment 14. Keep and report 5. For information 10. For correction 15. Necessary action 16. Prepare reply for signature of 17. Answer or acknowledge before FROM DATE ROOM NO. LUTHER S. WILLIAMS 1/15/98 805 ORGANIZATION E-MAIL ADDRESS TELEPHONE NO. AD/EHR 306-1606 REMARKS THE FOLLOWING LETTER ARE ATTACHED: 1. JANUARY 5. 1998 LETTER FROM YVONNE LARSEN 2. January 15, 1998 LETTER FROM BERTHA PENDLETON 3. LETTER ADDRESSED TO CALIFORNIA SUPERINTENDENTS NSF Form 35 (5/92) This responds to Note that this letter L w's letter to has crossed patho USI superintendents. with the one Lane sent to Larsen Theoe letters went only to the Superintendents. I thought copies had gone to Larsen aa well, but was told today that they had not JAN-15-1998 15:41 NSF-DIRECTORS OFFICE 703 306 0109 P.03/08 STATE OF CALIFORNIA PETE WILSON, Governor CALIFORNIA STATE BOARD OF EDUCATION of 721 Capitol Mall; P.O. Box 944272 Sacramento, CA 94244-2720 January 5, 1998 E.J ECEIVE 12 Luther S. Williams, Assistant Director National Science Foundation OAD/EHR 4201 Wilson Boulevard Arlington, VA 22230 Dear Mr. Williams: This is to acknowledge receipt of your letter of December 11, 1997, regarding the mathematics standards adopted by the California State Board of Education. Respectfully, I fear that your letter was written with such haste--being dated the same day as our action-that you did not take the time to understand the situation in regard to these standards as completely as you should have. Indeed. I believe you did exactly what you accused the State Board of doing. not considering public input fully before committing pen to paper. You suggest that the mathematics standards adopted by the State Board reflect "[t]he wistful or nostalgic 'back-to-basics' approach that overlook[s] the fact that the approach has chronically and dismally failed." You also imply that the adopted standards are somehow at odds with NSF-funded projects in six public school systems. Here is why, I would suggest, you are wrong. The State Board-adopted mathematics standards do not favor one "approach" to mathematics instruction over another. These standards set forth the rigorous mathematics content to be delivered and leave the "how to" decisions on content delivery to local decision-making. Why? Because we listened to the public input. We heard strong, broadly based support both for traditional instructional approaches and for innovative ones. We also heard strongly voiced criticisms of each. What we did not find--and what I would challenge you to put forth--is a strong, cohesive base of current and confirmed research that demonstrates clear superiority for any particular approach. We did find plenty of broad generalizing about student achievement and mathematical literacy, contrarily-interpreted research, limited studies (usually comparisons of various approaches involving small numbers of students or classes without appropriate experimental controls), conjecture, anecdotes, and recitations of personal experiences. I should hope that these are not the types of information on which you would have any state base standards. I respect the fact that you appear convinced traditional approaches to mathematics instruction are not as good as innovative ones. However, your allusion to chronic, dismal failure of traditional approaches is not supported, I would submit, by current and confirmed research. Moreover, having now listened to a great deal of public input (six public hearings around the state, and several more public discussion sessions in Sacramento), I believe I could match you story-for-story, anecdote-for-anecdote, limited-study-for-limited- study to demonstrate that traditional approaches are just as good or better than innovative ones in mathematics instruction. With respect to the NSF-funded projects in six California districts, I would suggest respectfully that they are a non sequitur in relation to the statewide mathematics standards discussion. Absolutely nothing in the adopted standards adversely affects those projects. Presumably, students in the districts where these projects are being funded are receiving mathematics content at least as rigorous as the standards specify. JAN-15-1998 15:41 NSF-DIRECTORS OFFICE 703 306 0109 P.04/08 Luther S. Williams -2- January 5, 1998 As to your comment that the State Board's action in adopting standards "vacates any serious commitment to elevating problem-solving and critical thinking skills to K-7 mathematics standards," I do not believe you can substantiate this with current and confirmed research findings. Without arguing "how" instruction should be delivered, I have yet to have anyone show me what content in the adopted K-7 standards is not needed to prepare for higher-order mathematics--what content in those standards is not essential to a balanced knowledge of mathematics-computation problem-solving, and critical thinking. Other than what we did, I do not know of any action the State Board could have taken that would have, at once, set high content standards and allowed for local determination regarding the full range of instructional approaches. I would also like to emphasize another important point that you may not have considered. As an extension of the standards, we will be producing a new Mathematics Framework in which ways to strengthening mathematics instruction will be explored for a variety of different approaches. [We have also committed to the adoption of a broad range of instructional materials that will support the different approaches.) The framework is the correct place to discuss instructional approaches, not the standards. The standards need to be the "what," not the "how." The "how" has to remain a local decision, unless the state (or the national government) can cite a body of current and confirmed research which clearly establishes the superiority of a specific approach. I am sure that you believe you did a brave and courageous thing by sending your letter, and I am sure that you have received considerable approbation from those who share your opinion about innovative instructional approaches in mathematics. However, I did not find the letter either helpful or particularly purposeful. Please, Mr. Williams, take a careful look at our mathematics standards. Ask yourself, if students generally were to receive the rigorous mathematics content specified in the adopted standards, regardless of instructional approach, wouldn't California have made substantial strides toward the higher level of mathematics literacy we all desire? In all honesty. I believe you must agree that the answer is yes. The problem now is not the standards. The unfortunate problem now is the fact that many (perhaps most) of our teachers do not have sufficient mathematical background to deliver the standards' rigorous content. What we need to do, both through pre- and in-service training, is strengthen the mathematical knowledge base of our teachers. Respectfully I would suggest that NSF's positive assistance in that regard would be much more helpful and purposeful than were your negative comments regarding California's first-ever mathematics standards. Let us work collaboratively on areas where there is substantial agreement (such as the need for staff development in mathematics), rather than focusing our attention on matters of instructional approach on which there is substantial disagreement among distinguished mathematicians, educators, and parents. Sincerely, your w. Lanen YVONNE W. LARSEN, President JAN-15-1998 15:41 NSF-DIRECTORS OFFICE 703 306 0109 P.05/08 S D CS SAN DIEGO CITY SCHOOLS EDUCATION CENTER 4100 Normal Street, San Diego, CA 92103-2682 (619) 293-8418 Fax: (619) 291-7182 DR. BERTHA O. PENDLETON Superintendent January 14, 1998 Dr. Luther Williams National Science Foundation 4201 Wilson Blvd. Arlington, VA 22230 Dear Dr. Williams: I am in receipt of your January 8, 1998, letter in which you seek to clarify the interplay between the district standards articulated in the Urban Systemic Initiative (USI) agreement and those recently adopted by the California State Board of Education Let me assure you that no action of the State Board places us in jeopardy of meeting the standards and terms set forth in our USI agreement While we are distressed with the action which the State Board took, and believe it will have its influence on publishers of texts and assessments, WC do not see this impacting the execution of the San Diego USI. As a local Board of Education, we will implement a program which bonors the commitment to higher standards. We would be happy to review this further with our program officer as you suggest. Sincerely, Bercha 0. Pandleton Bertha O. Pendleton Superintendent BOP:bb c: Eric Hamilton Lrene Outlaw Vance Mills C/BOP/Williams/Jan 98 JAN-15-1998 15:42 NSF-DIRECTORS OFFICE 703 306 0109 P.06/08 NATIONAL SCIENCE FOUNDATION 4201 WILSON BOULEVARD ARLINGTON, VIRGINIA 22230 January 8, 1998 nst OFFICE OF THE ASSISTANT DIRECTOR FOR EDUCATION AND HUMAN RESOURCES Dr. Bertha Pendleton Superintendent San Diego City Schools 4100 Normal Street San Diego, CA 92103-2682 Dear Dr. Pendleton: The purpose of this letter is to clarify the interplay between the standards articulated in the San Diego City Schools Urban Systemic Initiative (USI) Cooperative Agreement with the National Science Foundation (NSF) and the K-7 Mathematics Standards recently adopted by the California State Board of Education. In particular, we wish to reiterate the importance of the standards the district has set for itself as well as the importance of the terms of agreements for the USI award. Your letter of December 18, 1997 indicates that San Diego expects to adopt math standards sometime this month, which in their current form are stronger than those adopted at the state level. The letter also raises concerns about the impact of the statewide standards on issues such as instructional materials, assessment, and teacher professional development. Therefore, we need you to inform us whether you expect that the statewide Standards adoption will substantively impact the execution of the San Diego USI. If so, NSF will enter deliberations toward reconciling the expectations in your Cooperative Agreement and those which have emerged from considerations involving the adoption of statewide standards. Please review with your cognizant program officer, as appropriate, any questions that you have regarding this process. We look forward to a continued partnership with you in providing a high quality mathematics and science learning experience for students in the San Diego Schools. Thank you very much. Sincerely, Lufher S. Luther S. Williams Assistant Director Telephone (703)306-1600 FAX (703) 306-0399 JAN-15-1998 15:42 NSF-DIRECTORS OFFICE 703 306 0109 P.07/08 NATIONAL SCIENCE FOUNDATION 4201 WILSON BOULEVARD ARLINGTON, VIRGINIA 22230 January 8, 1998 OFFICE OF THE ASSISTANT DIRECTOR FOR EDUCATION AND HUMAN RESOURCES Dr. Carlos Garcia Superintendent Fresno Unified School District Tulare and M Streets Fresno, CA 93721 Dear Dr. Garcia: The purpose of this letter is to clarify the interplay between the standards articulated in the Fresno Unified School District Urban Systemic Initiative (USI) Cooperative Agreement with the National Science Foundation (NSF) and the K-7 Mathematics Standards recently adopted by the California State Board of Education. In particular, we wish to reiterate the importance of the standards the district has set for itself as well as the importance of the terms of agreements for the USI award. We have heard from the other USI sites in California concerning the impact of the recently adopted statewide standards and recognize that this might be of concern to you as well. Should you inform us that the Standards adoption will substantively impact the execution of the Fresno USI, NSF will enter deliberations toward reconciling the expectations in your Cooperative Agreement and those which have emerged from considerations involving the adoption of statewide standards. Please review with your cognizant program officer, as appropriate, any questions that you have regarding this process. We look forward to a continued partnership with you in providing a high quality mathematics and science learning experience for students in the Fresno Schools. Thank you very much Sincerely, Assistant Director Telephone (703) 306-1600 FAX (703) 306-0399 JAN-15-1998 15:42 NSF-DIRECTORS OFFICE 703 306 0109 P.08/08 NATIONAL SCIENCE FOUNDATION 4201 WILSON BOULEVARD ARLINGTON, VIRGINIA 22230 <Inst January 8, 1998 OFFICE OF THE ASSISTANT DIRECTOR FOR EDUCATION AND HUMAN RESOURCES Dr. Ruben Zacarias Superintendent Los Angeles Unified School District 450 Grand Avenue Los Angeles, CA 90012 Dear Dr. Zacarias: The purpose of this letter is to clarify the interplay between the standards articulated in the Los Angeles Unified School District Urban Systemic Initiative (LA-SI) Cooperative Agreement with the National Science Foundation (NSF) and the K-7 Mathematics Standards recently adopted by the California State Board of Education. In particular, we wish to reiterate the importance of the standards the district has set for itself as well as the importance of the terms of agreements for the USI award. In your December 8, 1997 "Informative to the LAUSD Board of Education," you indicate that the LAUSD Standards include and go beyond the State Board Standards and that the high expectations for student achievement held by both the Board and the Superintendent will be met by implementing the standards-based curriculum recommended by the LA-SI. This suggests that the statewide standards will have little impact on the execution of the LA-SI. If this conclusion is incorrect, NSF will enter deliberations toward reconciling the expectations in your Cooperative Agreement and those which have emerged from considerations involving the adoption of statewide standards. Please review with your cognizant program officer, as appropriate, any questions that you have regarding this process. We look forward to a continued partnership with you in providing a high quality mathematics and science learning experience for students in the Los Angeles Schools. Thank you very much. Sincerely, huther S. Wilkurs Luther S. Williams Assistant Director Telephone (703) 306-1600 FAX (703) 306-0399 TOTAL P.08 JAN-08-1998 16:14 SCIENCE ON National Science Foundation Office of the Director 4201 Wilson Boulevard Room 1205 Arlington, Virginia 22230 Phone: 703-306-1003 Fax 703-306-0109 Date: 1/8/98 To: Mike Cohen Domestic Policy Council Fax No.: 202/456-5581 From: Neal Lane Pages: 3 (Including Cover Sheet) Comments: Please call the number above if you experience transmission problems. NATIONAL SCIENCE FOUNDATION 4201 WILSON BOULEVARD ARLINGTON, VIRGINIA 22230 OFFICE OF THE DIRECTOR January 8, 1998 Mrs. Yvonne W. Larsen President, California State Board of Education 721 Capitol Mall, Room 532 Sacramento, CA 95814 Dear Mrs. Larsen: Because science, mathematics, engineering, and technology education at all levels is an agency wide priority for the National Science Foundation, I follow media coverage of these issues on a regular basis. As you must be aware, the deliberations of the California State Board of Education on mathematics standards have received a great deal of attention. In some of the articles since the middle of December, reference was made to and quotes taken from a letter sent you in the course of those deliberations by my colleague Luther Williams, NSF's Assistant Director for Education and Human Resources. I was concerned about some of the interpretations of this letter in the press. At my request, Dr. Williams recently shared his letter with me. I believe it can easily be and in some instances has been misconstrued. I want to be sure that there is no misunderstanding in your mind about NSF's position on two very important matters. (1) It is NSF policy not to prescribe particular standards for mathematics and science education to NSF proposers and grantees or to the states in which they reside. NSF's K-12 mathematics and science education activities are funded through competitive programs to which interested organizations apply. The proposals made to us by states, districts, schools. and other educational organizations are evaluated based on established criteria, which usually include reference to high-quality, rigorous standards to be designed and implemented by the participating entities. NSF believes that it is the responsibility of states and local school districts to establish and implement the standards to which they hold themselves. (2) NSF does not regard the State Board's action with respect to statewide standards as grounds for terminating funding to what we believe are critically important projects in California school districts. Dr. Williams' letter expressed his personal concern that the statewide standards you were considering could have a negative impact on the ability of the school systems listed to live up to the objectives of the cooperative agreements negotiated in the award process. Unfortunately, his letter has been interpreted as a threat to terminate the awards, if the State Board enacted the standards under consideration. Neither he nor I would countenance such an action. JAN-08-1996 16:15 California State Board of Education Page 2 Finally, my reading of the media articles surrounding the California standards for K-12 mathematics is that, while the standards have been adopted, the underlying issues remain controversial in your state, as they are in other parts of the Nation. I hope California will take the lead in initiating a broad public discussion of what is important in mathematics education that avoids the polarization of issues that has characterized much of the debate thus far. This could be vitally important to other states involved in establishing standards and in the periodic revision of standards that is expected to occur. While the California standards are described as placing their focus on basic computational skills, I see also clear recognition on your part that the needs for mathematics education do not stop there. All students must be able to use basic skills effectively in developing means of solving more complex problems. We need to find a way to demonstrate that basic skills and the contextual framework of real-world problems or more advanced mathematics in which they can be used reenforce one another, accomplishing what we all want -- a set of varied approaches that in combination provide what is best for the students. Please feel free to contact me if I can provide any additional clarification on these matters. Sincerely, meal faxe Neal Lane Director TOTAL P.03 JAN-15-1998 12:15 NSF-DIRECTORS OFFICE 703 306 0109 P.01/04 SCIENCE UNDATION National Science Foundation Office of the Director 4201 Wilson Boulevard Room 1205 Arlington, Virginia 22230 Phone: 703-306- 1018 1018 Fax 703-306-0109 Date: 13/15/98 To: Bill Kincaid Fax No.: 202-456-5581 From: Judy Sunley Pages: (Including Cover Sheet) Comments: As per our conversation. Rudy Please call the number above if you experience transmission problems. JAN-15-1998 12:15 NSF-DIRECTORS OFFICE 703 306 0109 P.02/04 WILLIAM 9. GOODLINE PENNSYLVANIA AMERO - GEORGE MALER CALIFORNIA THOMAS L PETEL WISCONSIN DALE 1. CADEE MICHIGAN - MATTHEW o. MARTINEZ CALIFORNIA MARGE MUKIMA NEW JERSEY MAJOR A. OWENS. NEW YORK HARRIS FAWELL ILLINOS DONALD M. PAYME. NEW JERSEY CASE BAILENGER MORTH CAROLINA PATEY 1. MINK, NAWAS BILL a BARRETT, NEBRASKA ROBERT & ANDREWS, NEW JERSEY PETER HOEKSTRA. MICHIGAN TM ROEMER INDIANA NOWARD? "suck" MCKEON CALIFORNIA ROSERT C "BOSSY" SCOTT. VIRGINIA MILE N. CASTLE DELAWARE COMMITTEE ON EDUCATION LYMN C WOOLSEY. CALIFORNIA SAM JOHNSON. TEXAS CARLOS A. ROMERO-BANCELO, PUERTO RICO JEM TALENT. MISSOURI JAMES C GREENWOOD, PENNSYLVANIA AND THE WORKFORCE CHAKA FATTAM, PENNSYLVANIA RUSEN MINOJOSA, TEXAS JOSEPH K KNOLLENSERG. MICHIGAN CAROLYN MCCARTHY, NEW YORK FRANK a RIGGS, CALIFORNIA LINDSEY O. GRAMAM, SOUTH CAROLINA U.S. HOUSE OF REPRESENTATIVES JOHN $, TIERNEY, MASSACHUSETTS RON KIND, WISCONSIN MARK SOUDER INDIANA 2189 RAYBURN HOUSE OFFICE BUILDING LORETTA SANCHEZ CALIFORNIA DAVID MONTOSH. INDIANA HAROLD IL FORD, JL. TENNESSEE CHARLE NORWOOD, GEORGIA WASHINGTON, DC 20615-6100 DENNS J. EUGNIOL are RDN PAIR TEXAS BOB SCHETER COLORADO JOHN L PETERSON. PENNSYLVANIA MAJORITY 225-4527 FRED UPTON MICHIGAN MATHAN DEAL GEORGIA January 13, 1998 (TTY)-(202) 226-3372 MINORITY 225-3728 VAN HELEARY. TENNESSEE (TTY)-(202) 226-3116 JOE SCARBOROUGH, FLORIDA The Honorable William Jefferson Clinton President of the United States The White House Washington, DC 20500 Dear Mr. President: The purpose of this letter is to express our deep concern about the interference of the federal government, specifically the National Science Foundation, in State governance matters involving school curriculum. We believe this warrants your personal and immediate attention. California has been in the process of developing rigorous, academic standards in mathematics, and other subject areas for the past several years. The California State Board of Education, by law has the final authority on what these standards should be, and it has been deeply involved in their development. On December 11, 1997, the day before the State Board of Education was to approve new mathematics standards, The National Science Foundation Director for Education and Human Resources, Luther Williams, in his official capacity, sent a letter to the President of the State Board of Education Yvonne Larson, criticizing the Board's preliminary decision to adopt standards of which Mr. Williams disapproved. In his letter he made clear his disdain for the competence of the State Board of Education to decide what is best for California children as indicated below: "The Board actions, charitably, is shortsighted and detrimental to the long-term mathematical literacy of children in California The wistful or nostalgic "back- to-basics" approach that characterizes the Board standards overlooks the fact that the approach has chronically and dismally failed." For a Federal official, with no legitimate stake in the debate and no facts to back up his claims, to openly seek to influence the decision was bad enough. However, the following paragraph from his letter definitely crosses the line between Federal and State jurisdiction over local education matters: "The National Science Foundation currently maintains a portfolio exceeding $50 million in awards to six public school systems in California (East Side Union, Fresno, Los Angeles, Oakland, Paramount, San Diego) These awards, though JAN-15-1998 12:16 NSF-DIRECTORS OFFICE 703 306 0109 P.03/04 only moving into their second and third years of implementation, are beginning to stimulate significant learning gains in mathematics and science achievement You must surely understand that the Foundation cannot support individual school systems that embark on a course that substitutes computational proficiencies for a commitment to deep, balanced, mathematical learning." It is clear from Mr. Luther's own comments that there is insufficient scientific data to back up his claims that "significant gains in mathematics achievement" will result from this "approved" National Science Foundation approach to mathematics instruction. In fact the National Science Foundation conducted research in Project Follow Through over twenty five years at a cost of more than one billion dollars, that supports "computational proficiencies" as a fundamental and necessary part of mathematics instruction. Mr. Williams conveniently ignores these findings. His heavy-handed approach is further reflected in the final paragraph of his letter: "We view the Board action in California with grave disappointment and as a lost opportunity for the cities we support - indeed, for the entire state We disagree, decisively, with the Board's decision to systematically remove components from the standards that focus on problem solving and other elements of the rigorous and powerful use and learning of mathematics." It is our view that the National Science Foundation should not try to override a State Board decision. To use the hammer of possible withdrawal of federal funds to force a state into compliance with un-proven practices is unconscionable. We consider the action taken by Mr. Williams as totally inappropriate, and an infringement of the Federal government upon the will of the States and the people of California. The Federal government has no business interfering with the California State Board of Education on something as sensitive as the content of school curriculum. Please let us know what action you intend to take to address the actions of Mr. Williams. Sincerely, BirGooding BILL GOODLING Frank FRANK RIGGS Rigg Chairman Member PETE of Hochita Congress HOWARD 'BUCK' MCKEON HOEKSTRA Member of Congress Member of Congress Alway LINDSEY GRAHAM Shan Member of Congress JAN-15-1998 12:16 NSF-DIRECTORS OFFICE 703 306 0109 P.04/04 Cc: Yvonne Larson, Chairman, California State Board of Education Delaine Easton, California Superintendent of Instruction Honorable Richard Riley, United States Secretary of Education Neil F. Lane, Director, National Science Foundation Luther Williams, Assistant Director for Education, National Science Foundation Pete Wilson, Governor of California TOTAL P.04 FAX NO. 2022191736 P. 01/02 JAN-20-98 TUE 11:12 AM NCES FAX Date: 1/20/98 Number of pages including cover sheet: 2 To: From: Bill Kingsid Pat Forgione Phone: Phone: Brisn Thompson (202) 219-1333 Fax phone: 2456)-5581 Fax phone: (202) 219-2061 CC: REMARKS: Urgent For your review Reply ASAP Please comment JAN-20-98 TUE 11:13 AM NCES FAX NO. 2022191736 P. 02/02 MEMORANDUM To: Mike Cohen Jennifer Davis David Frank Mary Frase Bill Kincaid Tom Lyon Martin Orland Eugene Owen Terry Peterson Pat Ross Bill Schmidt Kevin Sullivan Larry Suter David Thomas Maureen Treacy Alex Wohl Judy Wurtzel cc: Ricky Takai From: Pat Forgione Date: Tuesday, January 20, 1998 Subject: Department Briefing on TIMSS 12th-Grade Release The release of the TIMSS 12th-Grade report is rapidly approaching (February 24, 11:00 a.m.) Accordingly, NCES will begin a series of regular meetings to brief senior deparment officials on the findings, how to interpret them, and dissemination/outreach plans. 1 am writing to invite you to the first such meeting. The meeting will include individuals from NCES, the Dept. of Ed., the White House, The Widmeyer-Baker Group, and the TIMSS production team. It will take place as follows: When: Friday, January 23, 10:00 a.m. - 12:00 p.m. Where: Room 5342, Federal Building 10, 600 Independence Ave. SW I hope that you will be able to attend. Strengthening Math Education: The budget includes a $40 million increase for the Department of Education matched by a $40 million increase for the National Science Foundation for jointly coordinated activities designed to help raise math achievement, especially among middle school students. Funded activities will address three priority areas critical to helping students master basic and advanced skills in math: strengthening teacher preparation and on-going professional development; helping communities select and implement high quality materials and technology; and fostering public understanding and engagement. Proposed activities will leverage existing programs and respond to recent results of the Third International Math and Science Study (TIMSS) which showed that U.S. 8th graders perform below the international average in math. OF EDUCTION U.S. DEPARTMENT OF EDUCATION . OFFICE OF THE DEPUTY SECRETARY UNITED STATES OF AMERICA 600 INDEPENDENCE AVENUE, S.W. WASHINGTON, D.C. 20202-0500 DATE: 11/25 TO: Mike Cohen ORGANIZATION: DPC PHONE: (202) 456 - 5575 FAX: (202) 456-7028 FROM: PHONE: (202) 401-3281 FAX: (202) 401-9027 COMMENTS: Mike - Mile Smith signated / get This information with you / will get it to OMB (Bam + Mary Casme) as well. / Rul 1/3 important to NW 98 as when p are of ON initabies, tel appreciate Acadback of ideas Te has to Thalls move Tyes forwards TOTAL PAGES (including cover): Funding for the Department of Education's Mathematics Initiative in FY99 Proposed Increases in Eisenhower Professional Development Federal Activities and Eisenhower Regional Mathematics and Science Education Consortia Earlier this year the President directed the Department of Education (ED) and the National Science Foundation (NSF) to create an action strategy for improving the use of federal resources to help students meet challenging mathematics standards in the eighth grade. The three major priority areas in the soon-to-be released action strategy are: (1) promoting public understanding and engagement; (2) assisting communities in selecting and implementing appropriate instructional materials and technology; and (3) improving the mathematics teaching of elementary and middle school teachers by improving teacher preparation and on-going professional development. An important cross-cutting strategy is the improved coordination of ED and NSF programs in order to build on their strengths and leverage reform. The action strategy lays out a series of programmatic and policy directions for the two agencies. To address the first priority area, the two agencies are using FY98 funds to launch a national campaign to build public understanding and support of high standards in mathematics that will begin in the fall of 1998. To address the second and third priority areas, the Department's FY99 budget request includes a $40 million increase in the Eisenhower Professional Development Federal Activities and Eisenhower Regional Mathematics and Science Education Consortia. This increased funding will allow the Department -- in conjunction with NSF -- to develop a national campaign to improve math achievement parallel to efforts underway in reading. FY99 will be a critical year for this effort with the further development of the voluntary national mathematics test and the spring 1998 release of the 12th grade TIMSS results. PROPOSED ACTIVITIES TO IMPROVE MATH ACHIEVEMENT Joint Competitive Planning Grants to Jumpstart Mathematics Improvement in Grades 5-8: Strengthening the impact of federal resources to upgrade mathematics instruction is a major priority of the action strategy. This joint initiative, with significant additional funding from NSF, will award $50,000 planning grants to school districts to develop strategies to better coordinate and leverage Title I, Eisenhower, NSF and other funds to improve elementary and middle school mathematics. The resources will target mid-size districts that do not receive Urban Systemic Initiative (USI) grants from NSF, and, within those districts, high poverty schools. ($10 million from ED) The National Mathematics Project: Teacher networks are an extremely powerful and relatively inexpensive and under-utilized way to improve the teaching workforce. Based on the National Writing Project, this project-will support the development of several national models for improving mathematics content knowledge of elementary and middle school teachers with the goal of enhancing participants' fundamental knowledge of mathematics. These funds will be used for the development of the materials and professional development models, which would become self-sustaining over time. Participants would eventually be supported with funds from local, state and other federal funds (including SSI, USI, Eisenhower state grants and Title I) to participate in the network of their choice. ($5 million) Leadership Training: An important finding in the action strategy is the nationwide shortage of well-informed and well-trained leaders who can help schools improve mathematics instruction. P.3/3 This program will help develop experts who can provide technical assistance and professional development to schools on improving mathematics instruction in ways that are suggested by the findings of the Third International Mathematics and Science Study (TIMSS). The initiative would also share professional development models and materials, including materials on TIMSS and the support materials developed around the Voluntary National Test in Mathematics. This program will focus primarily on developing leadership capacity of school and district-based leaders and professional developers to match NSF's commitment to developing leadership capacity among university-based mathematics educators. ($3 million) Technology-Based Professional Development: Technology has the potential to be a powerful tool for professional development. Through video, CD-ROM, Internet and other technology, teachers can actually see models of effective teaching and upgrade their mathematical skills and knowledge. Currently, very few such materials exist. This initiative would fund a number of projects to create more high-quality, technology-based professional development materials and to build professional development curriculum around these materials. Funding would be provided to states, districts, teacher centers and other high-quality professional development providers to create effective strategies for using these materials and accompanying curriculum in mid- to large-scale professional development efforts, including intensive training of teacher leaders and the creation of networks to provide ongoing support in using the materials for professional development. ($5 million) Teaching for Understanding: TIMSS and other research show that many of the countries with high levels of mathematical performance concentrate on developing the conceptual understanding of mathematical principles in students. In contrast, research shows that the U.S. concentrates more on teaching procedural knowledge -- or how to do things -- without tying this knowledge to mathematical concepts. This program will develop professional development materials and training models that are designed to help teachers, particularly middle school teachers, develop pedagogical approaches that emphasize conceptual understanding of mathematics in students while ensuring they still master the basics. ($5 million) National Mathematics and Science Education Materials Clearinghouse: Increased funds for the Eisenhower National Clearinghouse will help support the Department's Mathematics Initiative by furthering materials development, the creation of Web sites, access to information via technology, and TIMSS-related activities. The Clearinghouse works in conjunction with the mathematics and science education regional consortia to provide assistance across the country to upgrade teaching and learning in mathematics and science consistent with challenging academic standards. ($2 million) Eisenhower Regional Mathematics and Science Consortia: This increase would provide an additional $1 million to each consortium to train a group of regional leaders to improve mathematics education by teaching more advanced mathematics content in middle school and raising students' conceptual understanding of mathematics. The increase would also be used to support partnerships of regional consortia with urban and rural school districts that require more intensive technical assistance in planning, training, and identifying and using the best resources to improve teaching and learning to higher mathematics standards. ($10 million) DRAFT, 11/24/97 STIONAL SCIENCE OUNDATION National Science Foundation Office of the Director 4201 Wilson Boulevard Room 1205 Arlington, Virginia 22230 Phone: 703-306-1000 Fax 703-306-0109 Date: 1/9/98 To: Mike Cohen Domestic Policy Council Fax No.: 202/456-5581 From: Neal Lane Pages: 2 (Including Cover Sheet) Comments: FYI Please call the number above if you experience transmission problems. NATIONAL SCIENCE FOUNDATION 4201 WILSON BOULEVARD ARLINGTON, VIRGINIA 22230 nsf OFFICE OF THE DIRECTOR January 9, 1998 The Honorable Richard W. Riley Secretary of Education Department of Education 600 Independence Avenue, NW Washington, DC 20202-0100 Dear Mr. Secretary: Over the past two days, I have been working with staff at the Domestic Policy Council and the Office of Science and Technology Policy to address a problem that may have some bearing on activities of the Department of Education. I want to make sure you understand the situation, as I would not want it to in any way jeopardize the partnership we have worked so hard to put together. During the deliberations of the California State Board of Education on standards for K-12 mathematics, Dr. Luther Williams sent a letter to the President of the Board discussing what he believed were important issues for several of our large educational reform projects in California (Attachment A). I first became aware of the letter when references to it and quotes from it appeared in the media. I became concerned because the reporting gave the impression that NSF, a federal agency, had intervened substantively in the California deliberations. It now appears that this impression is broadly shared, and that certain factions may use that to question the federal role in education. Based on the potential for serious fallout, I felt that NSF must act to clear up the misunderstandings. Thus, I have written to the President of the California State Board of Education to make absolutely clear what NSF's position is with regard to standards (Attachment B). Dr. Williams is also preparing some follow-up materials. At the President's Management Council retreat on Wednesday, I discussed this briefly with Mike Smith, so I know that the Department is aware of the nature of the situation. But, I wanted to be sure that you were aware of the current status of its resolution before you met with mathematics organizations this afternoon. If you would like to talk about any of this, I would be happy to do so. Sincerely, Meal Neal Lane Director Attachments Copy to: Marshall Smith TOTAL P.02 SCIENCE UNDATIO National Science Foundation Office of the Director 4201 Wilson Boulevard Room 1205 Arlington, Virginia 22230 Phone: 703-306- Fax 703-306-0109 Date: To: Mike Cohen, Bill Kincaid Fax No.: 202-456-5581 From: Judy Sunhey Pages: 3 (Including Cover Sheet) Comments: Dr. Lane took a quick look at this before a 3:00 mtg that will tie him up much of the afternoon. If this is okay, I can to Dget it out. If there are problems, if may got held antil tomorrow morning, I think this addresses your concums. Please get back to me ASAP, Please call the number above if you experience transmission problems. tudy January 8, 1998 Mrs. Yvonne W. Larsen President, California State Board of Education 721 Capitol Mall, Room 532 Sacramento, CA 95814 Dear Mrs. Larsen: Because science, mathematics, engineering, and technology education at all levels is an agency wide priority for the National Science Foundation, I follow media coverage of these issues on a regular basis. As you must be aware, the deliberations of the California State Board of Education on mathematics standards have received a great deal of attention. In some of the articles since the middle of December, reference was made to and quotes taken from a letter sent you in the course of those deliberations by my colleague Luther Williams, NSF's Assistant Director for Education and Human Resources. I was concerned about some of the interpretations of this letter in the press. At my request, Dr. Williams recently shared his letter with me. I believe it can easily be and in some instances has been misconstrued. I want to be sure that there is no misunderstanding in your mind about NSF's position on two very important matters. (1) It is NSF policy not to prescribe particular standards for mathematics and science sol education to NSF proposers and grantees or to the states in which they reside. states NSF's K-12 mathematics and science education activities are funded through competitive programs to which interested organizations apply. The proposals made to us by states, districts, schools. and other educational organizations are evaluated based on established criteria, which usually include reference to high-quality, rigorous standards to be designed and implemented by the participating entities. It is the responsibility of awardees to establish and implement the standards to which they hold themselves. (2) NSF does not regard the State Board's action with respect to statewide standards as grounds for terminating funding to what we believe are critically important projects in California school districts. Dr. Williams' letter expressed his personal concern that the statewide standards you were considering could have a negative impact on the ability of the school systems listed to live up to the objectives of the cooperative agreements negotiated in the award process. Unfortunately, his letter has been interpreted as a threat to terminate the awards, if the State Board enacted the standards under consideration. Neither he nor I would countenance such an action. California State Board of Education Page 2 Finally, my reading of the media articles surrounding the California standards for K-12 mathematics is that, while the standards have been adopted, the underlying issues remain controversial in your state, as they are in other parts of the Nation. I hope California will take the lead in initiating a broad public discussion of what is important in mathematics education that avoids the polarization of issues that has characterized much of the debate thus far. This could be vitally important to other states involved in establishing standards and in the periodic revision of standards that is expected to occur. While the California standards are described as placing their focus on basic computational skills, I see also clear recognition on your part that the needs for mathematics education do not stop there. All students must be able to use basic skills effectively in developing means of solving more complex problems. We need to find a way to demonstrate that basic skills and the contextual framework of real-world problems or more advanced mathematics in which they can be used reenforce one another, accomplishing what we all want -- a set of varied approaches that in combination provide what is best for the students. Please feel free to contact me if I can provide any additional clarification on these matters. Sincerely, Neal Lane Director TOTAL P.03 The White House and Domestic Policy Council Old Executive Office Building, Room 220 Washington, DC 20502 Telephone Number: (202) 456-2857 FAX Number: (202) 456-7028 Alternate: (202) 456-2216 Alternate FAX: (202) 456-7431 FAX COVER SHEET TO: July Sunly FAX: 703-306-0108 FROM: BILL KINCAID THIS FAX INCLUDES THE COVER SHEET PLUS 02 PAGES. IF YOU DID NOT RECEIVE THE COMPLETE FAX, PLEASE CALL (202) 456-2857. MESSAGE: Suggesh edits to draft lett Please call me or mile. Trank Bau JAN-08-1998 12:34 NSF-DIRECTORS OFFICE 703 306 0109 P.02/03 NATIONAL SCIENCE FOUNDATION 4201 WILSON BOULEVARD ARLINGTON, VIRGINIA 22230 nsf Final deaft OFFICE OF THE 1/8/98 DIRECTOR January 8, 1998 Mrs. Yvonne W. Larsen President, California State Board of Education 721 Capitol Mall, Room 532 Sacramento, CA 95814 Dear Mrs. Larsen: Because science, mathematics, engineering, and technology education at all levels is an agency wide priority for the National Science Foundation, I follow media coverage of these issues on a regular basis. As you must be aware, the deliberations of the California State Board of Education on mathematics standards have received a great deal of attention. In some of the articles since the middle of December, reference was made to and quotes taken from a letter sent you in the course of those deliberations by my colleague Luther Williams, NSF's Assistant Director for Education and Human Resources. I was concerned about some of the interpretations of this letter in the press. At my request, Dr. Williams recently shared his letter with me. I believe it can easily be and in some instances has been misconstrued. I want to be sure that there is no misunderstanding in your mind about Then this Put this NSF's position on these matters. 2nd NSF's K-12 mathematics and science education activities are funded through competitive programs to which interested organizations apply. Their proposals are evaluated based on established criteria, which usually include reference to high-quality, rigorous standards to be designed and implemented by participating schools and districts While we will provide. examples of extant standards when such are requested.we believe it is the responsibility of the states, districts, and schools participating in NSF projects to establish and implement their own standards, It is NSF policy not to prescribe particular standards to NSF proposers or to the states in which they reside. Once decisions are made on which projects will be funded, the larger ones, such as the Urban Systemic Initiatives in Fresno, Los Angeles, and San Diego, are funded through cooperative agreements, where the conditions of the award are carefully negotiated and criteria for evaluation are established. The standards to which the organization elects to hold itself are part of the basis for the award Each year, NSF and the grantee organization evaluate progress toward the objectives as outlined in the cooperative agreement, and NSF makes a decision as to whether the progress is sufficient that the award should continue. Dr. Williams' letter expressed his personal concern that the statewide standards you were considering could have a negative impact on the ability of the school systems listed to live USIS up to their cooperative agreements Unfortunately, his letter has been interpreted as a threat to pull the awards, if the State Board enacted the standards under consideration. I want to make clear to you that NSF does not regard the State Board's action with respect to statewide standards as grounds for terminating funding to what we believe are critically important projects in California. JAN-08-1998 12:35 NSF-DIRECTORS OFFICE 703 306 0109 P.03/03 California State Board of Education Page 2 Finally, my reading of the media articles surrounding the California standards for K-12 mathematics is that, while the standards have been adopted, the underlying issues remain controversial in your state, as they are in other parts of the Nation. I hope California will take the lead in initiating a broad public discussion of what is important in mathematics education that avoids the polarization of issues that has characterized much of the debate thus far. This could be vitally important to other states involved in establishing standards and in the periodic revision of standards that is expected to occur. While the California standards are described as placing their focus on basic computational skills, I see also clear recognition on your part that the needs for mathematics education do not stop there. All students must be able to use basic skills effectively in developing means a of solving more complex problems. We need to find a way to demonstrate that basic skills and substantive mathematics reenforce one another, accomplishing what we all want -- a set advanced of varied approaches that in combination provide what is best for the students. Please feel free to contact me if I can provide any additional clarification on these matters. Sincerely, Neal Lane Director TOTAL P.03 DIRECTORATE FOR EDUCATION AND HUMAN RESOURCES OFFICE OF THE ASSISTANT DIRECTOR 4201 WILSON BOULEVARD, SUITE 805 ARLINGTON, VA 22230 FACSIMILE TRANSMITTAL SHEET TO: FROM: Mike Cohen Luther S. Williams COMPANY: DATE: The White House December 31, 1997 FAX NUMBER: TOTAL NO. OF PAGES INCLUDING COVER: 202-456-5581 1 PHONE NUMBER: SENDER'S REFERENCE NUMBER: 202-456-5575 RE: YOUR REFERENCE NUMBER LETTER TO YVONNE LARSEN URGENT FOR REVIEW PLEASE COMMENT PLEASE REPLY PLEASE RECYCLE NOTES/ AS REQUESTED NATIONAL SCIENCE FOUNDATION TELEPHONE: 703-306-1600 FAX: 703-306-0399 NATIONAL SCIENCE FOUNDATION 4201 WILSON BOULEVARD ARLINGTON, VIRGINIA 22230 OFFICE OF THE ASSISTANT DIRECTOR December 11, 1997 FOR EDUCATION AND HUMAN RESOURCES Mrs. Yvonne W. Larsen President, California State Board of Education 721 Capitol Mall, Room 532 Sacramento, CA 95814 Dear Mrs. Larsen: California appeared poised to make an important contribution to the national discussion regarding the appropriate balance of mathematical problem-solving, procedural skills, and critical thinking with the September, 1997 proposal of the Commission for the Establishment of Academic Performance and Content Standards. Instead, the decision last week by the California State Board of Education, with little or no public input, to adopt alternative standards vacates any serious commitment to elevating problem-solving and critical thinking skills in K-7 mathematics standards. The Board action is, charitably, shortsighted and detrimental to the long-term mathematical literacy of children in California. The wistful or nostalgic "back-to-basics" approach that characterizes the Board standards overlooks the fact that the approach has chronically and dismally failed. It has excluded youngsters from engaging in genuine mathematical thinking and therefore true mathematical learning, and has produced a disproportionately mathematically illiterate citizenry. The National Science Foundation currently maintains a portfolio exceeding $50 million in awards to six public school systems in California (East Side Union, Fresno, Los Angeles, Oakland, Paramount, San Diego). These districts are undertaking systemic initiatives to offer their students much greater opportunities to learn and achieve in high-quality, rigorous, mathematics and science. These awards, though only moving into their second and third years of implementation, are beginning to stimulate significant gains in mathematics and science achievement. A growing body of research also shows significant learning gains elsewhere. You must surely understand that the Foundation cannot support individual school systems that embark on a course that substitutes computational proficiencies for a commitment to deep, balanced, mathematical learning. We view the Board action in California with grave disappointment and as a lost opportunity for the cities we support -- indeed, for the entire state. We have followed the debate closely. We Telephone (703) 306-1600 FAX (703) 306-0399 obviously share your stated interest in improving the rigor of the mathematics instruction in the state. We disagree, decisively, with the Board's decision to systematically remove components from the standards that focus on problem solving and other elements of the rigorous and powerful use and learning of mathematics. Sincerely, Luther S. with Luther S. Williams Assistant Director cc: Delaine Eastin Superintendent for Public Instruction Mrs. Yvonne W. Larsen President, California State Board of Education 721 Capitol Mall, Room 532 Sacramento, CA 95814 Dear Mrs. Larsen: My colleague Luther Williams, NSF's Assistant Director for Education and Human Resources, recently shared with me a December 11 letter he sent to you in the course of the California State Board of Education's deliberations on statewide standards for K-12 mathematics. I have also become aware of a number of articles from the media which quoted or summarized from that letter. Based on my reading of these materials, I believe Dr. Williams' letter can easily be and, in some cases has been, misconstrued. I want to be sure that there is no misunderstanding in your mind about NSF's position in these matters. First, I want to congratulate the California State Board of Education on adopting its first set of statewide standards for K-12 mathematics. Developing educational standards is not an easy process. There is general agreement that students perform better when there are clear expectations for their performance, yet that agreement does not always extend to what those expectations should be. The existence of standards is a testament to hard work and persistence. NSF's K-12 mathematics and science education activities are funded through competitive programs to which interested organizations apply. Their proposals are evaluated based on established criteria, which usually include reference to high-quality, rigorous standards to be designed and implemented by participating schools and districts. While we will provide examples of extant standards when such are requested, we believe it is the responsibility of the states, districts, and schools participating in NSF projects to establish and implement their own standards. We would not presume to prescribe standards to NSF proposers or to the states in which they reside. Once decisions are made on which projects will be funded, many, particularly the larger ones, are funded through cooperative agreements, where the conditions of the award are carefully negotiated and criteria for evaluation are established. The standards to which the organization will hold itself are part of the basis for the award. Dr. Williams' letter expressed his concern that the statewide standards you were about to adopt could have a negative impact on the ability of the school systems listed to live up to their cooperative agreements. This component of his letter has been interpreted as a threat to pull the awards, if the State Board enacted the standards under consideration. Under no circumstances would we withdraw funding from what we regard as critically important projects in California based solely on the State Board's action with respect to statewide standards. Indeed, we have maintained close contact with the superintendents of districts involved in our Urban Systemic Initiative (USI) program and are actively seeking to ensure their continuance. See the attached letter. Finally, my reading of the media articles surrounding the California standards for K-12 mathematics is that, while the standards have been adopted, the underlying issues remain controversial. I hope we can use this experience to initiate a broad public discussion of what is important in mathematics education that avoids the polarization of issues that has characterized much of the debate thus far. This could be vitally important to other states involved in establishing standards and in the periodic revision of standards that must take place. JAN-07-1998 17:07 NSF-DIRECTURS OFFICE " no mastr basics the and While the California standards are described as placing their focus on basic computational skills, I see also clear/recognition that the needs for mathematics education do not stop there. Students must|be able to use those computational skills effectively./to develop appropriate means of solving problems, and to know when the use of computers or calculators is truly warranted. Perhaps we can use the existing USI awards in California to demonstrate that basic skills and(substantive mathematics reenforce one another, finding a path that accomplishes what we all want -- varied approaches that in combination provide what is best for the students. move advanced Williams CC: Super TOTAL P.03 jsunley @ nsf.gov about 01/05/98 10:49:00 AM Record Type: Record To: William R. Kincaid CC: Subject: action strategy -- transmittal and release Bill, DC I know that Judy has talked to you about transmittal and release of the action strategy. We had talked on Wednesday, and I sent her these or additional thoughts on Friday. I don't know if she had an opportunity to share them with you before she left. I thought it might be important for evat you to see them as timing may be important. Judy S. > Date: Fri, 2 Jan 1998 11:54:48 -0500 > To: [email protected] > From: Judy Sunley <[email protected]> > Subject: action strategy -- transmittal and release > Cc: mcozzens > Bcc: > X-Attachments: > > Judy, > > I said in our phone conversation on Wednesday that I would try to think a > bit more about transmittal of the action strategy to the President and its > public release. Here are some thoughts. I'm including your suggestion > that the release be concurrent with the release of 12th grade TIMSS > results for completeness. I will reiterate that I am uncomfortable with > simply holding the document and not giving the White House the opportunity > to evaluate it and recommend it to the President. V > 1. Release the action strategy concurrent with the release of the 12th > grade TIMSS results. (If I understood what you said on Wednesday, this > would be announcement by Riley and Lane that they had transmitted the > action strategy to the President as it is unlikely the President will No > participate in the release of this essentially negative information.) > > Pros: V > The TIMSS results, which raise attention to shortcomings in math and > science education, are part of the impetus for the action strategy. > > We can argue that the action strategy represents a first step at dealing > with the poor results the TIMSS rollout points to. > > Previous TIMSS releases have had good press coverage, and such coverage is > likely this time as well. > > Cons: > > The 12th grade results are bad, so we would be tying the action strategy > to what is basically a negative event. > > The TIMSS 12th grade results are confusing; the messages are complex; it > is not clear people would pick up on the positive message of the action > strategy. > > Rather than the President acknowledging receipt and intention to act on > the action strategy, Riley and Lane would indicate they had forwarded it > to the President. > >2. Release the action strategy concurrent with the announcement of the > winners of the Presidential Awards for Excellence in Mathematics and > Science Teaching. when? > > Pros: > > This is a very positive announcement; the teachers are spectacular. > > There is generally a lot of local publicity for the awardees; it is > possible that the local press would pick up the action strategy as well. > > Cons: > > The action strategy is not aimed at this particular group of teachers -- > they are already doing the job well. > > The announcement is usually fairly low key. It is not clear that it would > attract national coverage. > >3. The President has visited a number of schools over the past several Not POTUS > months, interacting with students and teachers. Find an appropriate time > when such a visit is planned (or make one), and incorporate release of the Ryllae- > strategy with the visit. > > Pros: Pau marke UP > > This type of "event" regularly gets good press coverage. V > If there were a visit to a middle school, it would be a good opportunity > to highlight what we think could be done in middle school mathematics. It > would be even better, if we were able to do it in a Title I schoolwide > school that already has some related activities underway. > > Riley and Lane could participate as well. V > Cons: V > It is not clear that such an event is in the works right now. > >4. The State of the Union Address. (This effort, in part, had its > genesis in last year's State of the Union Address, with the proposal for NO > national voluntary exams in reading and math. What I contemplate here is > a short update on the status of those exams with brief mention of the > action strategy in math and science to complement the Department's longer > term efforts on reading.) > > Pros: > > This is very visible, would get good press coverage. > > While it is not a separate event focused on the strategy, it provides a > natural opportunity to highlight the existence of a strategy that will, in > part, be realized through the FY99 budget. > > Would obviate the necessity of a separate event. > > Cons: > > Action strategy might get lost in the broad set of issues raised in the > State of the Union. > > Action strategy (and budget increments supporting it) may not be deemed > important enough for the State of the Union. > > 5. Combination strategy: > > Have press release for PAEMST reference that President has received the > action strategy, lay the groundwork for further information. Mention the > strategy and its implementation in the State of the Union. Follow up with > a visit to a school that would, among other things, illustrate the > potential impact of the strategy. > > Pros: > > High visibility for the strategy; lets the public know that action is > underway. V > Doesn't rely on a single event; mixes modes of transmittal, just as > strategy mixes approaches to implementation. > > Permits us to lay the groundwork with education press before the State of > the Union so that even brief mention in that address could capture > attention. V > Cons: > > May overstate importance of the strategy. > V > > > DEC 04 '97 01:05PM OFFICE OF DEPUTY SEC P.1/4 OF PREMIUM UNITED STATES DEPARTMENT OF EDUCATION AND 1 STATES OF AMOUNT OFFICE OF THE DEPUTY SECRETARY FOB-10 Rm 6251 Telephone Number: (202) 401-3281 Fax Number: (202) 401-3095 FAX COVER SHEET TO: Bill Kincaid FROM: JUDY WURTZEL FAX: 456-7028 NUMBER OF PAGES TO FOLLOW, INCLUDING COVER SHEET: 4 IF YOU DID NOT RECEIVE THE COMPLETE TRANSMISSION, PLEASE CALL (202) 401-3281 or (202) 401-1000. MESSAGE: This letter is now public. Please fax it to whomever you'd like. 600 INDEPENDENCE AVE., S.W. WASHINGTON. D.C. 20202 Our mission is to ensure equal access to education and to promote educational excellence throughout the Nation. DEC 04 '97 01:05PM OFFICE OF DEPUTY SEC P.2/4 NATIONAL OF SCIENCE FOUNDATION VISITED STATES OF AMERICA November 24, 1997 Dear Colleague: The National Science Foundation (NSF) and the U.S. Department of Education are pleased to announce an opportunity for you and/or your organization to participate in the Public Understanding and Engagement Mathematics Initiative. Background: The attention of parents, educators, students, and the public is needed if this Nation is to realize the goal that all American students will leave eighth grade prepared to pursue the higher-level mathematics and science courses that are the gateway to college, productive employment, lifelong learning, and effective citizenship. The middle school years are critical in the mathematical development of children. The results of the recent Third International Mathematics and Science Study (TIMSS) show that, while U.S. fourth graders are making real progress in mastering the basics of mathematics, U.S. eighth graders score below the international average in mathematics. Many middle school students, often through no fault of their own, fail to master the mathematics necessary to pursue the higher-level mathematics and science courses in high school that are the gateway to college and careers. TIMSS suggests that it is in grades 5-8 - when our students should be moving beyond studying arithmetic to incorporating arithmetic in solving more complex, multi-step problems and to learning elements of geornetry, algebra, and measurement that we need to do more to raise expectations and achievement. The release of the TIMSS results, and the resulting interest in improving student learning and achievement, suggest that, as a nation, we have a window of opportunity to communicate and raise expectations for improved student learning and achievement in mathematics. Reaching high levels of performance in mathematics requires teachers who possess the skills and knowledge to teach challenging mathematics content in effective ways and to implement high-quality, standards-based curricula and instructional materials, including effective uses of educational technologies. The NSF and the Department of Education have programs to help accomplish these two components of a strategy for improving mathematics achievement. These programs will be expanded and linked in the near term. DEC 04 '97 01:06PM OFFICE OF DEPUTY SEC P.3/4 Dear Colleague 2 Activities outside the classroom for both students and adults are important if one is to improve student achievement in mathematics. Activities outside of schools can make mathematics come alive and more relevant to student's daily lives and career choices. At the same time, these activities can help many parents and other adults develop a clear sense of what students should be expected to know and do in mathematics in school, especially in the middle years. The NSF and the Department of Education intend to support the creation of a large-scale, national public education effort that is coupled with extensive opportunities for active engagement of students, parents, and the larger community in the support of mathematics education. By way of this letter, the two agencies are calling for proposals to be submitted to NSF for the Public Understanding and Engagement Mathematics Initiative. Awards under this initiative will be co- funded by the two agencies. Elements of the Public Understanding and Engagement Mathematics Initiative: Building on a well-defined theme(s), projects are expected to inform and engage the general public with a clear, coherent message directed towards improved student learning and achievement in mathematics. Collectively, the projects should: use simple and compelling messages to tell the public what middle school students should know and be able to do in mathematics. These messages should be widely and regularly disseminated in a recognizable format, and should include sample problems and student work. place an emphasis on important mathematics and interesting problems that engage middle school students, parents and the general public; some problems should illustrate the power of using solutions of elemental problems to produce solutions for those that are more complex; illustrate the relevancy of challenging mathematics to success in college and a wide range of careers; create well-designed products that will engage the public in actually doing mathematics and that target a variety of media, along with a plan for disseminating the products; foster and create active partnerships to engage parents and the community, to include professional organizations, scholarly societies, community-based organizations, and the business sector. mobilize adult volunteers to assist students in doing high-quality mathematics problems in a variety of settings - summer, after-school and weekend programs, contests, etc.; provide high quality printed and Internet-based support materials as guides for volunteers which might include examples of student work, hints for solving problems, and pointers to additional resources; and sponsor highly visible local and national events and activities that engage the community which could include such things as math fairs, business sponsored contests, etc. DEC 04 '97 01:06PM OFFICE OF DEPUTY SEC P.4/4 Dear Colleague 3 All proposed activities are to be coordinated with other NSF and Department of Education funded activities that take place outside the classroom, e.g., the 21st Century School Initiative, Title 1 after-school programs, Partnerships for Family Involvement in Learning, Informal Science Education projects, etc. Strategies to reach populations currently underserved by attempts to improve mathematics achievement are particularly encouraged. Administrative Aspects: It is expected that grants and/or cooperative agreements will be made for a period of one to three years. The initiative will be funded for approximately three million dollars. It is expected that up to five (5) awards will be made. Concept papers are required and must be received at the National Science Foundation by January 5, 1998. These concept papers may address all aspects of the initiative or individual parts. Concept papers should be limited to five pages and must include a budget narrative. Concept papers should be sent to Dr. James Oglesby at NSF, 4201 Wilson Blvd., Room 885, Arlington, Virginia 22230. Feedback on the concept papers will be provided by February 16, 1998. Included with this feedback will be information about the submission of full proposals and the criteria for their review. Full proposals should be prepared in accordance with the guidelines provided in the Grant Proposal Guide (NSF 98-2) and must be received at NSF by April 1, 1998. It is expected that there will be substantial cost sharing or leveraging in the final proposal, given the limited funds available for the initiative. Any cost sharing commitment specified in the proposal will be referenced and included as a condition of an award resulting from this Dear Colleague letter. Should one proposal for the whole task not be submitted, or not be competitive, one of the awardees will be chosen competitively to coordinate all of the activities in the set. This lead organization will insure that all activities are consistent with NSF's and the Department of Education's priorities for this initiative. If you have any questions about this initiative, please call NSF Program Officers, James Oglesby or Diane Spresser at 703-306-1620. Most sincerely Mayant B. Ezsen dran Wreter Margaret B. Cozzens Judith Wurtzel Division Director Mathematics Initiative Director, Elementary, Secondary, and Department of Education Informal Education Division, NSF 14 13. LRP Publications Dec. 22, 1997 Energy Department to Offer Science and Math Internet-based Tutorials Department of Energy Secretary spokesperson. In addition to giving teachers on new scientific discoveries. Frederico Pena recently unveiled the teachers on-line access to "expert" The Energy Department will also use the National Science Education Strategy. mentors, the program is also geared to site to offer teacher training and under which Department scientists will provide teachers an opportunity "to instruction on science and technological serve as on-line mentors for elementary access the latest innovations in science advances. and secondary school teachers. and technology." The Department of Energy, working "It is our obligation as parents, The Internet-based tutorials will focus in conjunction with the National Science teachers and elected officials to give our on science and math education for K-12 Teachers Association, will recruit 1,000 children tools they will need to take us students, and will be designed by among scientists, engineers, and into the 21st century." said Pena. "This Department of Energy scientists in technicians from the national labs and means we must maintain the standard of partnership with teachers and schools facilities by the year 2000 to serve as excellence that has made our nation a across the country. The tutorials will be on-line mentors. These experts will be world leader in science and technology. accessible via the Department's science available to answer teachers' questions We need to get our children excited and education website. on basic science and technology; energy motivated about science and math so The new science education website use and efficiency; environmental they can compete in a world where will funnel the enormous amount of studies; engineering: computer science: technology is at the forefront of the information available from the national and math. global marketplace." labs into one central location. The "I want the Department of Energy to The National Science Education website will provide teachers and open its doors of knowledge and make Strategy will utilize the technological students, via the Internet. the them available to the next generation of resources of the Department of Energy's opportunity to conduct hands-on scientists," said Pena. "I hope this national laboratories to develop experiments and tutorials, as well as National Science Education Strategy will state-of-the-art educational technologies access to the national labs. help our children learn about the in science and math for elementary and The website will provide a means by wonders of science and math so that they secondary school students. which the Energy Department. in will keep our nation at the forefront of The initiative is designed "to create partnership with the National Science scientific and technological effective Internet learning tools that can Foundation, will help get information to excellence." be used nationwide," according to a DOE 14. Education Daily December 23. 1997 ED'S 1998 TECHNOLOGY DOLLARS YIELD FUNDING CHANGES K -12 educators can expect some in fiscal 1997 to $425 million in fiscal of four grant-giving components, which changes next year for 1998, and ED sent the money in block handed out three grants totaling Education Department grants Dec. 10 to state education $750.000 in fiscal 1997. technology grants. including additional agencies (SEAs). Schools and school Fiscal 1998 grants, however. will be funding cycles, larger grant sizes and districts should contact their agencies no more than $500,000 for each of 11 new focus areas. due partly to extra fiscal now to see about fiscal 1998 funding. grants. said educational technology 1998 appropriations. The fund provides formula grants to coordinator Connie Louie. and the ED's two major technology grant SEAs to help them implement statewide program component's budget now is $4 programs are the Technology Literacy technology plans through competitive million. Challenge Fund and the Technology funding to local education agencies California received $46.5 million, the Challenge Grants. both of which received (LEAs) that are using new technologies largest amount among the states. It too major fiscal 1998 increases. to improve schools. will have an additional funding cycle this The year-old Technology Literacy Massachusetts will move to two spring, said spokeswoman Karen Challenge Fund grows from-$200 million cycles+from one last year+for its largest Steentofte. The state received about 13 TRADE 11. Commerce Business Daily 12/22/97 Section: DEADLINE: DUE 020998 RELOCATION OF DEPARTMENT OF EDUCATION IN THE WASHINGTON, DC METROPOLITAN AREA. NOTICE TYPE: Solicitation Contract for the relocation of the Building #10, 600 Independence Ave., NOTICE DATED: 121897 Department of Education, from (4) S.W., Washington. DC. Bidders that fail OFFICE ADDRESS: General locations to Federal Office Building #6, to participate in the walk-through or Services Administration, NCR. Special 400 Maryland Ave., S.W., Washington, inspection of property to be relocated, Services Center (WPMFC), 3101 Pennsy DC, a modernized headquarters facility. will not be considered for award. Dr., Landover, MD 20785 This move will include approximately Solicitation will be issued on or about ZIP CODE: 20785 1,500 workstations of only contents and January 10, 1998. The move is currently SUBJECT: V - RELOCATION OF /or equipment. 250 positions of furniture, scheduled to begin early April 1998 DEPARTMENT OF EDUCATION IN the National Library of Education, the through August 1998. All interested THE WASHINGTON, DC Barnard Auditorium. photography studio, parties are invited to request a solication METROPOLITAN AREA. training and development center. mail package in writing either by mail to the SOLICITATION NO.: SOL room, and LAN room. Inspection of address above or by FAX to (301) GS11P98YXC0046 property and locations will be conducted 436-7178. RESPONT: POC Juanita Harris. Carol on Thursday, January 22. 1998. at 10:00 RECEIVED: (W-352 SN152254) A. Rivers - (301) 436-6000 a.m. (prompt). Prospective bidders will Provided by Federal Information & News NOTICE TEXT: Total Small Business meet on the lobby level of Federal Office Dispatch, Inc. (FIND) 202-544-4800 Set-Aside Definite Quantity Type 12. The Hotline 12/22/97 NATIONAL BRIEFING - BOWLES WATCH: ICKES WOULD CONSIDER COS IF CLINTON ASKED Ex-WH Dep. CoS Harold Ickes, asked turn down the President of the United not been told I'm a target or a subject" if his name would be thrown into the mix States if he asks you to come and talk to ("IP Weekend," 12/20). when and if WH CoS Erskine Bowles him." Ickes, asked about Pres. Clinton's Potential replacements. culled from leaves: "I have no idea. My partner. "shabby" treatment of him: "That's a long The Hotline's database: NSA Sandy Janice Enright and I are busy with a very time ago. And the fact is, he and I have Berger, Commerce Sec. Bill Daley, thriving consulting business here in been friends for 25 years and continue to House Dem caucus chair Vic Fazio, Ag. Washington D.C., and we're devoting our be friends." Ickes, on whether he is a Sec. Dan Glickman, WH legis. liaison attention to that." CNN's Blitzer: "If he target in either the Teamsters of John Hilley, ex-Commerce Sec/USTR called you to come back to serve in the campaign finance investigations: "I have Mickey Kantor, Dep. CoS John Podesta, White House. would you go back?" not been told that. I have testified, I ex-WH counsel/ex-VP Gore CoS Jack Ickes: "I would always answer a call to think. 17 times. Not on campaign Quinn, Ed. Sec. Richard Riley and the President of the United States and finance reform, but since coming to Treas. Sec. Robert Rubin. have a discussion with him. You don't Washington in various forms. But I've Jan. 4, 1997 Memorandum for Bill Kincaid From: Mike Cohen Subject: Reactions to ED/NSF math strategy 1. Overall, the strategy is fine. 2. I'm less concerned than you about the lack of reference to the national tests in the cover letter; I'm not opposed to having some reference to it, but I don't think its critical. 3. I am very concerned, however, that in its current form the document will be portrayed by critics as the federal government's master strategy for promoting fuzzy math through the top- down implementation of the NCTM standards. This will hurt our overall efforts in general, and our national test effort in particular. While this document can't be the place to explain or defend the NCTM standards, there are several steps that must be taken to minimize the criticism we will inevitably encounter: o Emphasize the importance of mastering the basics in math. The document talks about rigorous standards and problem-solving, but it doesn't say clearly--and often -- that doing well and reaching standards by the 8th grade requires kids to know how to add, subtract, etc. very well. It should. And it needs to repeat this idea often, especially in the sections that deal with public engagement and with curriculum and instruction issues. I don't believe the NCTM standards intend schools to stop teaching kids the basics. Unless I'm wrong, this needs to be said early and often. And we should make better use, in this document and in its release, of the value that federal scientific agenices place on the NCTM standards. If NASA wants people to know the NCTM standards in order to get rockets to Mars, that should be made clear up front. Nobody thinks that the team got the rocket to Mars is weak in math, or can't do basic calculations without a calculator. 0 Emphasize state standards and NAEP as well as the NCTM standards. First, the document has to acknowledge that ED programs require states to set their own standards, not to use national ones. Second, it has to make clear up front that the national tests are based on the NAEP frameworks. Third, it has to make clear that state standards, NCTM standards, and NAEP frameworks all have a substantial degree of overlap. As a result, this action strategy is anchored in the policy decisions of responsible state officials and a broad national consensus of what kids should learn in math; not just in what one national organization has promoted. Provide evidence of success. NSF has data from at least a number of SSI's and USI's that these efforts have produced student achievement gains. There ought to be a few examples of this throughout the report. Similarly, ED has success stories of standards- based reforms in states such as Kentucky and Maryland. We will be far less vulnerable to attack on the grounds that we are promoting some untried and untested approach ( and walking away from the "tried and tested" back-to-basics approach) if there are some stories about places that have put into place the kinds of standards we are envisioning (and strategies for achieving them), and have seen measured improvements in student achievement in math as a result. One way to deal with all of this would be to expand the current "Need for Action" section starting on page 1. They might want to consider relabeling it something like "A Time for Action", with an outline along the following lines: 4th grade TIMSS data are positive--US kids do well on international comparisons (and, at 4th grade, are presumably picking up the basics reasonably well) We can talk about the basic skills in math being important.. --8th grade TIMSS S how disturbing results--overall US performance is low compared to other countries. Our kids are being outperformed in more advanced math subject and skills. There is lots of evidence from TIMSS that shows that teaching practices, curriculum, textbooks, etc. are weak compared to countries that outperform us. --Doing well in 8th grade math is really important (Pick up from brief report ED released in the Fall)--we need to focus on improving middle school math performance --We know a lot about what needs to be done -- higher standards and standards-based reforms are critical (can draw on NSF and ED examples of success stories); TIMSS findings point to areas we must focus on, etc. -- Rigorous standards are essential--and there is strong overlap among state standards, NCTM, NAEP (used for national test framework) and TIMSS over what kids should know and be able to do. This reflects the collective judgement of state officials, math experts and community, and expectations around the world --National Tests will help by providing valuable information for parents, kids and schools, etc Now is time to act; this action strategy shows how federal goverment will help schools, states/districts, etc. 4. A couple of editorial/political points to help sidestep unwarranted criticisms--it's always a good idea to list parents at the front rather than the back end of a list of key players in education, whether it is a list of who is being challenged to do what by this strategy, or who has to be involved in improving education. Otherwise they look like an afterthought. Also, re: the PRIME example from Pittsburgh (p.9): Instead of describing this as a model for "leveraging" local funds (which sounds like we've made the district spend its own $ on something it otherwise wouldn't have), could we describe it as a model for showing how, through a cost-sharing requirement, a federal investment could help a local school district more effectively spend $6.7 million of its own and other federal funds to improve math ? JAN-08-1998 12:34 NSF-DIRECTORS OFFICE 703 306 0109 P.01/03 CONTIONAL SCIENCE OUNDATIO National Science Foundation Office of the Director 4201 Wilson Boulevard Room 1205 Arlington, Virginia 22230 Phone: 703-306- Fax 703-306-0109 Date: 1/8/98 To: Mike Cohen, Bill Kincard Fax No.: 202-456-5581 From: Judy Sunley Pages: (Including Cover Sheet) Comments: Dr. Lane has agreed that he would send this litter , If you have no changes, it can go as soon as you get back to me, If you ful changes are necessare non may mud to talk with him about $ : 30 Please or call the 3:00 number above this if you afternoon. experience transmission Pudy problems. JAN-08-1998 12:34 NSF-DIRECTORS OFFICE 703 306 0109 P.01/03 INFIONAL SCIENCE OUNDATION National Science Foundation Office of the Director 4201 Wilson Boulevard Room 1205 Arlington, Virginia 22230 Phone: 703-306- Fax 703-306-0109 Date: 1/8/98 To: Mike Cohen, Bill Kincard Fax No.: 202-456-5581 From: Judy Sunley Pages: (Including Cover Sheet) Comments: Dr. Lane has agreed that he would send this litter If you have no changes, to me, If you ful changes are necessare it can go as soon as you get back you may mud to talk with him about 2:30 Please or call the 3:00 number above this if you afternoon. experience transmission Rudy problems. The White House Domestic Policy Council Old Executive Office Building, Room 220 Washington, DC 20502 Telephone Number: (202) 456-2857 FAX Number: (202) 456-7028 Alternate: (202) 456-2216 Alternate FAX: (202) 456-7431 FAX COVER SHEET TO: Judg Wurtal FAX: 401 - 9027 FROM: BILL KINCAID THIS FAX INCLUDES THE COVER SHEET PLUS mony PAGES. IF YOU DID NOT RECEIVE THE COMPLETE FAX, PLEASE CALL (202) 456-2857. MESSAGE: Judy- Here are comments on the draft stralegy (including I vill also run the major ones by Cohen in the a.m. My bragest Commonh hour to do ul the rationalty - the apperdix, dates, etc - but I also suggest some charge Par tone or clarity, and cought some typos, too The most significant commonls are starred I wanted you to have in hand beDar, you called Judy in the a.m. let's Thom talk tomorrow. Changes to Appendix 2 on the Voluntary National Tests Replacement A: The voluntary national tests for 4th grade reading and 8th grade math will help give parents and teachers this information. These tests will be field tested in the spring of 1999 and administered in the spring of 2000. Replacement B: The National Assessment Governing Board (NAGB), an independent bipartisan board, has been authorized to make policy for and oversee the voluntary national tests as it currently does for NAEP. Insert C: In addition, when parents, teachers and students receive test results, they will also learn which questions the student got right and which ones were incorrect. Insert D: As part of this effort, every year the entire test (along with answers, scoring guides, and other materials) will be released to the public and available on the Internet so that students, parents, and teachers can know what is expected for students to reach standards of excellence. National Tab DRAFT NOV 24 1997 The President The White House Washington, DC 20500 Dear Mr. President: We are pleased to transmit the report of the Department of Education-National Science Foundation joint working group on mathematics and science education. In a March 6 Presidential Directive, you asked us to convene a working group to develop an "action strategy" for using Federal resources to assist State and local school systems to prepare students to meet challenging mathematics standards in the eighth grade and for involving the mathematics, science, and technical communities in those efforts. You asked that the action strategy include recommendations for using Federal resources to help States, local educational agencies, and schools to improve teaching, upgrade curriculum, and integrate technology and high-quality instructional materials into the classroom, and to motivate students and help them understand how mathematics concepts are applied in the real world. You asked the working group to review the current status of improvements in mathematics education and to identify and address critical areas of need, drawing on research and input from educators and professional organizations. Finally, you asked us to explore how Federal resources and partnerships with other organizations can help improve student achievement in mathematics and science. We believe that the enclosed action strategy meets those objectives in all respects. Consistent with your Directive, and with the results of the Third International Mathematics and Science Study (TIMSS), the strategy focuses most prominently on the improvement of middle-school (grade 5-8) mathematics, but also addresses broader needs in all of elementary and secondary mathematics and science education. More specifically, the strategy proposes a new Federal effort focusing on middle school mathematics, with an extension to other areas of mathematics and science in future years. Also consistent with your Directive, the strategy focuses on three principal areas where Federal investments can achieve maximum leverage and impact: upgrading teaching, improving curriculum and instructional materials, and building public awareness and engagement. In each of these areas, the strategy seeks to maximize the potential benefits obtainable through the programs of our two agencies, that is, the competitive grant programs administered by NSF and the formula and competitive grant programs of ED. It also acknowledges the potential contributions of other Federal agencies to this effort. The joint working group identified many areas where we can make progress with existing resources and programs. In fact, the Department and the Foundation have now committed to launching, in fiscal year 1998, a new set of planning grants for local reform and improvement of middle-school mathematics instruction. These grants will, in particular, help middle schools that enroll large concentrations of children from low-income families to use all relevant Federal, State, and local resources in a way that produces meaningful gains in mathematics achievement. In addition, our agencies have committed to launching a new public information and engagement campaign during the current fiscal year. While we will initiate these efforts this year, the potential for bringing about significant improvements in the mathematics education of the Nation's 13.5 million middle school students, and in elementary and secondary mathematics and science education more broadly, will depend Smild on the level of resources the Federal Government commits to this effort. In order to benefit a significant number of schools, teachers, and students in the coming years, we have included SIG UNT with additional funds for activities linked to the action strategy in our respective fiscal year 1999 Sring 2000, budget requests to the Office of Management and Budget. Without these inereases, the impact of 160 product our efforts will necessarily be limited; on the other hand, the additional funding, if we can obtain it, should have a synergistic impact because our new activities should result in more effective use of the more than $8.4 billion that the Federal Government now makes available to schools for mathematics and science education and for broader purposes. proposed The Thank you for providing the stimulus that has resulted in a closer working relationship between activities our agencies and in the new activities set forth in the action strategy. We are prepared to do whatever it takes to bring the ideas in the strategy to fruition. Yours sincerely, he build townd the initial commistration of the voluntary national lets in the spring of 2000, DRAFT; 11/24/97 AN ACTION STRATEGY FOR IMPROVING ACHIEVEMENT IN MATHEMATICS AND SCIENCE EXECUTIVE SUMMARY On March 6, 1997, the President issued a memorandum (Appendix 1) directing the Secretary of Education and the Director of the National Science Foundation to form an interagency working group to develop an action strategy for using Federal resources to assist States and local school systems in preparing students to meet challenging mathematics standards in the eighth grade, and for involving the mathematical, scientific, and technical communities in support of those efforts. The Presidential directive specified that the action strategy include recommendations for the use of Federal resources to help States, local school districts, and schools improve teaching, upgrade curriculum, integrate technology and high-quality instructional materials into the classroom, and motivate students to help them understand how mathematical concepts are applied in today's global workplace. The directive called for the interagency group to review the status of improvements in mathematics education and identify critical needs, drawing on research and input from educators and professional organizations. In addition, it called for the working group to review how Federal resources and partnerships with other organizations can help improve student achievement in science. The request was based, in part, on results of the Third International Science and Mathematics Study (TIMSS), which demonstrated a clear need to focus on improving mathematics achievement in grades 5-8. The President's proposed voluntary national test in mathematics at grade 8 provided an additional stimulus. The action strategy targets mathematics in grades 5-8, building on a strong foundation of activity underway across the country to improve elementary and secondary mathematics and science education. The action strategy: Challenges the Department of Education and the National Science Foundation to work together more closely and to partner with other Federal agencies and with State and local educational agencies to strengthen the impact of Federal investments in mathematics and science education. Challenges State and local-level school superintendents, mathematics supervisors, school boards, principals, and other educators to take a fresh, critical look at curricula, instructional materials, and professional development strategies (and the use of Federal resources in these areas) in light of TIMSS and other recent research results and to be prepared, as needed, to reformulate current approaches so as to improve effectiveness. Challenges the Nation's colleges and universities to develop rigorous new programs for teacher preparation, stressing both subject matter expertise and pedagogical mastery. These institutions will also need to take a far more active role in enhancing the skills and knowledge of today's teachers, working closely with States, local school districts, and schools in the process. ES-1 DRAFT; 11/24/97 Challenges professional organizations in mathematics, science, engineering, and technology to join with schools, parents, students, community organizations, and business and industry in developing a strong network of local partnerships aimed at raising student achievement. Challenges U.S. families to provide strong support and encouragement for their children to reach high standards of achievement in mathematics and science. Based on the Federal role in improving achievement in K-12 education, the priorities of the action strategy focus Federal investment on: Assisting States, local school districts, and the Nation's colleges and universities to provide the skills and knowledge that equip teachers in grades 5-8 to teach challenging mathematics content in effective ways, with high expectations for their students; Assisting States and local school districts to select and implement high-quality, standards-based curricula and instructional materials, including making effective use of educational technologies; and Building public understanding of challenging mathematics in grades 5-8, and gaining public support for raising student achievement toward high standards. The bulk of the Federal resources for improvement in K-12 mathematics and science education flows from the programs of the Department of Education and the National Science Foundation. A coherent approach to strengthening the impact of Federal resources used to improve mathematics achievement in grades 5-8 must begin with these programs. Drawing on the resources of other Federal agencies in an effective manner can then follow. The Department of Education and the National Science Foundation plan a set of joint activities that are the synergy-producing elements of the action strategy. These activities include: Competitive planning grants to accelerate the strategic use of resources in improving achievement in mathematics; A National Convocation on middle school mathematics that will initiate an on-going dialogue among all stakeholders; stet The Public Understanding and Engagement Mathematics Initiative, a mechanism to involve the public more directly in mathematics education; Coordinated research and informational activities; and Systematic involvement of other agencies. Other elements of the action strategy draw on the individual strengths of Federal agency programs aimed at improving mathematics education. The time is ripe for a concerted effort to improve the achievement of U.S. students in mathematics and science. By focusing our immediate attention on improving performance for middle school mathematics, we will be able to give local, State, and Federal educational agencies a target for action that is substantive, timely, and sufficiently targeted that it is reasonable to anticipate progress. As our effort to address this area of greatest concern gets underway, we can develop models for future action across disciplines and grades. ES-2 DRAFT; 11/24/97 But the action strategy must be only the beginning of the effort. The interagency cooperation must continue and move to the substantive agenda of implementation. The Department of Education and the National Science Foundation are committed to meeting the challenge of continuing cooperation so that their programs work in concert. The two agencies will develop appropriate mechanisms to kee Mother agencies and the professional assist scientists, mathematicians and engineers with whom they work actively involved in improving achievement in mathematics and science education. Perhaps most importantly, tobs they willkeep the goal of raising the achievement of all American students in mathematics and science at the forefront of their attention. and effectively ultimalely, all partnes in this Pert must Some longuage on P. 19 ES-3 Working DRAFT 11/5/97 AN ACTION STRATEGY Results of tests administered in 1995 to FOR IMPROVING students in grades 4 and 8 are now available. The fourth grade results show U.S. students ACHIEVEMENT IN above the international average in both MATHEMATICS AND SCIENCE The Third International Mathematics and Science Study (TIMSS) I. INTRODUCTION TIMSS is the largest and most ambitious of a On March 6, 1997, the President issued a series of international comparative studies of memorandum (Appendix 1) directing the educational achievement. The Department of Secretary of Education and the Director of the Education and the National Science Foundation National Science Foundation to form an sponsored the U.S. testing, conducted in 1995 at interagency working group to develop an grades 4, 8. and 12. and the subsequent analysis. action strategy for using Federal resources to assist States and local school systems in TIMSS involved more than half a million students preparing students to meet challenging in 45 countries. 30,000 U.S. students took part. mathematics standards in the eighth grade, While the relative performance of U.S. students in and for involving the mathematical. scientific, comparison to students of other countries improved and technical communities in support of those over performance on similar international efforts. comparisons of earlier years, there were signs Problem problems. particularly at grade 8. U.S. students The Presidential Directive performed above average at grade 4 and below average at grade 8 in mathematics, the only The Presidential directive specified that the country with such a pattern in either science or action strategy include recommendations for mathematics. Grade 12 results will be announced the use of Federal resources to help States, shortly. local school districts, and schools improve teaching, upgrade curriculum, integrate While collecting achievement data in each technology and high-quality instructional participating country, TIMSS researchers also materials into the classroom, and motivate developed a wealth of information about teachers students to help them understand how and teaching, about curricula and instructional mathematical concepts are applied in today's materials, about classroom lessons and global workplace. The directive called for the interactions, and about student attitudes and habits interagency group to review the status of outside the classroom. For example, TIMSS improvements in mathematics education and results show that identify critical needs, drawing on research and input from educators and professional US student performance increases more slowly organizations. In addition, it called for the between elementary and middle school years working group to review how Federal than in most other countries; resources and partnerships with other The U.S. curriculum is not as well focused on organizations can help improve student topics that would propel students toward more achievement in science. advanced levels of understanding as are curricula in other countries; The Need for Action U.S. teachers work longer hours, have less time during the day for preparing classes, and The Third International Mathematics and experience more disruption in their classrooms Science Study than do their counterparts in other countries. The need for this effort to improve mathe- Thus,the TIMSS results have become a source of matics and science education in eighth grade constructive motivation for mounting an action was made clear by the Third International strategy, taking the issue well beyond the simple Mathematics and Science Study (TIMSS). comparison of scores in international test taking. 1 Working DRAFT 11/5/97 science and mathematics. In science, U.S. the end of eighth grade, as a very visible part students were outperformed only by those in of an ambitious, sustained drive for higher. Korea. However, the eighth grade results more challenging standards of learning for all show lackluster performance by U.S. students. The test will be based on the students, with scores only a bit above the framework of the National Assessment of Fixed international average in science, and below Educational Progress (NAEP). It will be the international average in mathematics. available by the spring of 1999 Parents and 2000 teachers will receive an individual score for TIMSS results for the fourth grade are much each student who takes the test. That score more positive than the results of similar will be linked to national and international international comparisons in the past. They benchmarks. in order to provide additional demonstrate that it is possible to make context for parents, teachers and students. ,Alsoppendix note D S significant progress in international For more information, see Appendix 2. comparisons over time, and that U.S. students can compete favorably with those of The voluntary national test is only one other nations in mathematics and science element of the comprehensive effort needed achievement. Our National Education Goals to accomplish the objective of having all proclaim our dedication to making U.S. students achieve challenging national students first in the world in mathematics and standards for performance. This effort will science achievement by the year 2000. In the require many individuals students, parents, early grades, we are making demonstrable teachers, and community leaders -- working progress toward that goal. These results in concert with a common understanding of clearly indicate that mathematics and science what they want to see happen. The test, in education in the middle school years should combination with a national effort to boost be an important focus for national efforts to achievement, will provide a powerful lever to help ensure that our students meet world- amplify the effects of existing efforts at local, class standards. State, and national levels to improve student achievement in mathematics and science. Opportunities for the Future Plan of Action: Place Immediate Focus on Mathematics Eighth grade is a critical point in mathematics education. Achievement at that stage lays the The TIMSS results show the need for an foundation for students to take the advanced immediate focus on mathematics education in high school mathematics and science courses grades 5-8, where the serious drop from that are keys to college entrance and well-paid above to below international norms threatens jobs. Today, too many students enter high achievement in both mathematics and science school without this solid grounding in at higher grade levels. The President's mathematics and, unfortunately, they never proposed.national-voluntaryltest in gain it, closing doors to opportunities for the mathematics in eighth grade provides a tool to future. Often students and their families do measure progress and also challenges us to not even know that the doors are closing, provide students with the mathematics in leading to a mismatch between their grades 5-8 that will enable them to perform expectations for the future and their actions in The National Council of Teachers the present. This is particularly true for of Mathematics (NCTM) has developed sets students from disadvantaged backgrounds. It of standards for content, teaching, and is a factor in perpetuating inequities both in assessment that provide a strong footing for participation in advanced education and in standards-based instruction. connection lifetime income. The action strategy targets grades 5-8, A Voluntary National Test in Mathematics building on a strong foundation of activity underway across the country to improve The President has proposed a voluntary elementary and secondary mathematics and national test in mathematics, to be taken near science education. It requires that these 2 Working DRAFT 11/5/97 activities continue. at all levels in both Challenging standards for content of mathematics and science, and lays the curriculum. teaching, assessment. and groundwork in both substance and process student achievement: for expanded activities in the future. Instructional materials and technology of high quality that incorporate these challenging standards; Raising Achievement for Disadvantaged Students Teachers with the pedagogical skills and rigorous knowledge of mathematics and Efforts to raise student achievement in mathematics science needed to teach these subjects and science must be particularly intensive in high- effectively; and poverty communities and schools. The National Activities outside the classroom that Assessment of Educational Progress (NAEP) in reinforce the classroom experience by mathematics shows that students from poor families drawing on the support of parents, the perform significantly less well than other students. professional communities of In 1996, the average score on the 500 point NAEP mathematicians, scientists, and engineers, scale was 252 for 8th graders who are eligible for free business leaders, and the broader public. and reduced price lunch as compared to 280 for ineligible students. Students from poor families are Thus, the action strategy: also less likely to take algebra, geometry, and more advanced courses in high school. Challenges the Department of Education and the National Science Foundation to On July 25, 1997, fifteen urban school districts, work together more closely and to partner including the nation's three largest, pledged to with other Federal agencies and with participate in the voluntary national test. They sent a State and local educational agencies to clear signal that students in inner city schools can and strengthen the impact of Federal should be held to the same challenging standards that investments in mathematics and science are being set for all students throughout the nation. education. These communities recognize that setting high standards is a prerequisite for improved teaching and Challenges State and local level school learning. Research and experience shows that rictually superintendents, mathematics 11 students can meet high standards, and that low supervisors, school boards, principals expectations lead to low achievement. and other educators to take a fresh, critical look at curricula, instructional materials, and professional development strategies (and the use of Federal Challenges for All Parties resources in these areas) in light of TIMSS and other recent research results The goal of the action strategy is for all and to be prepared, as needed, to American students to leave eighth grade reformulate current approaches to prepared to pursue the higher-level improve effectiveness. mathematics and science courses that are the Challenges the nation's colleges and gateway to college, productive employment, universities to develop rigorous new lifelong learning, and effective citizenship. programs for teacher preparation, Reaching this goal will require action in five stressing both subject matter expertise areas: and pedagogical mastery. These institutions will also need to take a far High expectations, held by teachers, more active role in enhancing the skills school administrators, parents, and and knowledge of today's teachers, students themselves, for student working closely with States, local school performance in mathematics and science; districts, and schools in the process. 3 Working DRAFT 11/5/97 Challenges professional organizations in educators. business leaders, volunteers, and mathematics, science, engineering and concerned citizens from all walks of life -- to technology to partner with schools, that end. parents, students. community organizations, and business and industry in developing a strong network of local Priorities for Action partnerships aimed at raising student achievement. Therefore, the priorities of this action strategy will focus Federal investment on: Challenges U.S. families to provide strong support and encouragement for their children to reach high standards of Assisting States, local school districts, achievement in mathematics and science. and the nation's colleges and universities to provide the skills and knowledge that These challenges are focused on the equip teachers in grades 5-8 to immediate, urgent need to improve teach challenging mathematics mathematics education in grades 5-8. But be content in effective ways, with high fully effective, this effort must broaden to expectations for their students; include both mathematics and science in all Assisting States and local school districts grades once the immediate needs have been to select and implement high- addressed. quality, standards-based curricula and instructional materials, including effective use of educational II. PRIORITIES FOR ACTION technologies: and Building public understanding of Consistent with the President's directive, this challenging mathematics in grades 5-8, action strategy identifies steps that Federal and gaining public support for agencies, along with their partners, can take raising student achievement toward high to help students reach challenging standards standards. in mathematics in grades 5-8 and to ensure that Federal resources will effectively support State and local reforms. It is based on the Scope and Scale efforts of the interagency working group, which reviewed the current state of In grades 5-8 there are approximately 13.5 mathematics education, consulted with other million students taught by about 320,000 Federal agencies and with outside teachers of mathematics. These students and organizations, and reviewed Federal teachers are distributed among 34,000 programs before identifying three priority schools in close to 15,000 districts. Many of areas for action. (See Appendices 3-6 for these schools and districts are already actively more detailed information.) involved in setting high standards for instruction and student achievement and are The Federal Role implementing plans to achieve them. While education is a national priority, it is The core of this action strategy is assisting all primarily a State and local responsibility. schools and districts to make more effective The Federal role is to provide good use of Federal resources in their efforts to information, effective tools, and financial address these(priorities with respect to the above support that will assist States and local mathematics in grades 5-8. The Department communities in ensuring that all of their of Education and the National Science students have the mathematical skills they Foundation willprovide opportunities for plan to need to succeed in the workplace as districts to accelerate their progress toward productive citizens. This includes promoting improved achievement in this area through effective partnerships that mobilize support incentives for enhanced coordination, from the community -- students, parents, planning, and implementation. Districts that 4 Working DRAFT 11/5/97 serve large numbers of disadvantaged III. ACTIONS TO STRENGTHEN students will receive particular attention. The THE IMPACT OF FEDERAL number of districts, schools, teachers, and RESOURCES students served will depend largely on the level of resources that can be devoted to the The bulk of the Federal resources for acceleration effort and the readiness of improvement in K-12 mathematics and districts to respond. science education flows from the programs of the Department of Education and the National At the same time, an effort at public Science Foundation. (See Appendix 3 for a information and engagement(provides a summary.) Developing a coherent approach much-needed alternative mechanism to reach to strengthening the impact of Federal a broader base of students and their parents resources used to improve mathematics in a more timely fashion than can be achievement in grades 5-8 begins with these accomplished through these core activities. programs. Drawing on the resources of other The participating Federal agencies, with their Federal agencies in an effective manner can ties into the science, mathematics, then follow. engineering, and technology communities, are well-positioned to encourage these Current Federal Resources communities to cooperate in spurring such an effort. In FY 1997, the National Science Foundation invested $377 million in K-12 science and Finally, it is not enough to address only mathematics education, including investments today's teachers and implementation of in the undergraduate preparation of teachers. instructional materials and technologies The funds go largely to colleges and available now. Approximately 30,000 new universities, State and local educational teachers of mathematics in grades 5-8 are agencies, and nonprofit organizations. They needed each year. At the same time, are awarded through competitive review of development of learning technologies is proposals for funding of specific projects. extremely rapid, and adaptation of curricula Over the past few years, the Foundation has to accommodate this pace is a continuing placed a high priority on system-wide reform concern. Addressing these issues is also an of mathematics and science education. It important part of the action strategy. asks local and State educational agencies to align resources of all types, including those Progress in any one of the three priority obtained through other Federal programs, to areas -- teachers, instructional materials and effect change. The Foundation highlights technology, and public information and specific areas of emphasis within broader engagement will often depend on and programming, establishes clear priorities for demand improvement in others. For funding within the criteria for selection of instance, the introduction of high-quality awards, and holds grantees accountable for instructional materials will have little impact if performance. Over the years, projects aimed teachers are not trained to use those materials specifically at mathematics in grades 5-8 have effectively. The action plan must work on all been comparatively scarce. fronts in order to make progress toward improved student achievement. The action The Department of Education allocated plan below first provides an orientation to approximately $8 billion in FY 1997 through existing resources and specific new joint three major formula-driven programs (Goals activities. The final sections are organized 2000; Eisenhower Professional Development around the three priority areas. State Grants; and Title I: Education for the Disadvantaged) that include improved achievement in mathematics and science among their objectives. Goals 2000 aids States and school districts to develop and implement challenging academic standards and upgrade teaching and learning in order to 5 Working DRAFT 11/5/97 reach the National Education Goals, modest resources to improving K-12 including the goal of becoming first in the education. Most offer staff and facilities, world in mathematics and science. The often on a volunteer basis, to support local Eisenhower program places an explicit focus schools and teachers. And all have on science and mathematics. Of the $310 developed and are sharing supplementary million appropriated for FY 1997, $250 instructional materials on their Web sites. million was required to go to mathematics and science. Mathematics Education The 1994 reauthorization of Title I placed and the Department of Defense new emphasis on helping disadvantaged students meet the same challenging academic Two agencies within the Department of Defense standards expected of all children. States are (DoD) offer complementary approaches to introducing currently developing standards and standards rigorous national standards in their educational and assessments in reading and mathematics activities. consistent with that emphasis. The Department of Education works actively with States and school districts on identifying improve The DoD Education Activity (DoDEA) provides education for military and civilian dependents overseas actions that can be taken to achieve significant (DoD Dependents Schools or DoDDS) and on some the change, provides information and examples, military bases in the U.S. (DoD Domestic and makes technical assistance available as Elementary and Secondary Schools or DDESS). needed. DoDDS is essentially an autonomous school system that has developed a mathematics curriculum based on the NCTM standards, adopted standards-based Title I Schoolwide Programs instructional materials for use throughout all the overseas schools, and is continually training teachers The 1994 reauthorization of Title I gave the program in these materials and strategies using teacher-leaders. an entirely new purpose. namely, to teach DDESS schools operate independently and cooperate disadvantaged students to the same high standards to with local education areas in addressing standards. As which all other students are held. States are now in the DoDEA structure solidifies, there will posystem- is the process of establishing assessment mechanisms to wide commonality in curriculum, instructional measure students' progress against such standards, in materials, and student assessment aligned with the at least reading and mathematics. In addition. the NCTM standards. reauthorization lowered the eligibility threshold for Title I schoolwide programs. Schools with at least a The National Security Agency established a 50 percent child poverty rate may now use their Title Mathematics Education Partnership Program (MEPP) I funds (along with other Federal, State, and local in 1991. MEPP sponsors over a thousand talks per funds) to make comprehensive improvements in the year to schools and colleges through its Speakers instructional program of the entire school, rather than Bureau. It donates excess computers to classrooms, providing discrete services to individual children. sponsors seminars and inservice teacher training, and This change gives those schools the flexibility, for conducts extended summer workshops for teachers at instance, to use Title I funds to upgrade the all levels. These MEPP activities, including projects mathematics curriculum for all students. such as collaboration with the University Corporation for Atmospheric Research's Project SkyMath, are all informed by the NCTM Standards, which are an explicit subject of study and reference at MEPP's A dozen other departments and agencies Summer Institutes for Teachers. For a description, sponsor activities that relate to, and could see www.nsa.gov.8080/programs/mepp. promote, standards-based education that improves students' mathematics and science learning and overall academic performance. In general, these agencies focus far more on science than mathematics, and commit 6 Working DRAFT 11/5/97 Strengthening the Impact of Federal most fundamentally, within individual Resources schools. State and local educational agencies can maximize the impact of Federal resources Using Existing Programs by choosing to use them in a coordinated, concentrated way. Thus, the National The first step in moving forward is to make Science Foundation and the Department of the most of existing programs aimed at Education will champion State and local improving student achievement through educational agencies in the strategic use of all standards-based education across all subject types of Federal, State and local funds areas and all grade levels. Such programs toward improving mathematics achievement, provide a fundamental level of information offer examples of effective coordination in and opportunity important for progress, but the use of such funds, and provide incentives currently have limited focus on mathematics to initiate effective improvements. At the in grades 5-8. same time, they will work together to encourage the nation's colleges and Within those existing programs, the universities to do a better job in educating participating agencies will promote means of future teachers for the work they will do in emphasizing mathematics in grades 5-8. For the schools and will combine with other example, the competitive programs at the agencies in a broad program of public National Science Foundation can incorporate information and engagement. priorities for work in this area in selection criteria, and the Department of Education can enhance the level of technical assistance it Pooling Resources to Enhance Student provides to State and local educational Achievement agencies. Expanding the scale of such existing programs will also help, as will the initiative Kenton Elementary School in Portland Oregon, and development of new programs in the 12 other schools in the region decided to place a high individual agencies, but issues of scope and priority on student achievement using Title I and synergy remain. other resources. During the 1995-96 school year, the schools held full-day, weekly workshops on best Creating Synergy teaching practices as identified by the school principals. The principals developed a regional Title I The programs of the Department of Education plan and, with the help of consultants, have all staff and the National Science Foundation have working together to implement it. Title I staff different approaches and strengths. The worked with regular classroom teachers on new Department generally provides large-scale, strategies, and Kenton staff agreed to use Title I flexible support directly to State and/or local benchmarks and assessments for all students. educational agencies for improving teaching and learning to high standards, coupling this Kenton's curriculum emphasizes interactive writing support with technical assistance. NSF's and vocabulary development, and uses innovative portfolio is much smaller in scale, is targeted mathematics materials. Teachers use cooperative at improving mathematics, science, and learning and peer tutoring to help students grow technology education, and is established toward proficient and advanced levels, and students are through competitive processes. To create encouraged to analyze, evaluate, and interpret synergy, this action strategy combines the information. Kenton teachers regularly meet with agencies' strengths, permitting those small groups of students outside of class to give extra involved with upgrading mathematics help in mathematics, reading, or writing. Teachers professional development and instruction also train the school's many volunteers to support the through major Department of Education benchmarks while working with students. programs to draw on NSF's competitive Assessments indicate some success in the early years programs to step up the pace of change. of this effort to improve instruction. The percentage of third-graders scoring in the advanced category in The work of improving student achievement mathematics increased from 15 percent to 35 percent. must be done at the State and local level, and, 7 Working DRAFT 11/5/97 New Joint Activities Eisenhower, and State. urban and rural systemic initiative activities. The Department of Education and the National Science Foundation plan a set of Texas Statewide Systemic Initiative joint activities that are the synergy-producing elements of the action strategy. They will The NSF-supported Texas Statewide Systemic include the other participating agencies to the Initiative (SSI) also operates the U.S. Department of extent possible. Education's Comprehensive Assistance Center for Elementary and Secondary Act Programs in Texas, Competitive planning grants to bringing into one unit the state's leader: both in accelerate strategic use of science and mathematics education and in Title I resources in improving technical assistance. In the past two years, the SSI achievement in mathematics. has provided incentive grants and technical support in integrating their Title I, Eisenhower, and professional The Department and the Foundation development activities in mathematics and science to jointly will provide competitive planning more than 100 Title I schools serving more than grants to jump-start intensive, coherent 100,000 Title I students. In July, 1995, the SSI held efforts to upgrade mathematics an intensive summer institute designed to support instruction that use Federal, State, and Title I schools in (1) reconceptualizing the use of local funds to sustain long-term formula funds, (2) adopting standards-compatible improvements and provide models for the mathematics curricula, and (3) adopting effective future. Funds may be used to initiate schoolwide program models. As a result of the planning and to contribute toward one- SSI/Title I collaboration, state mathematics and time costs of initiating a coherent set of science leaders are now active members of school activities. A principal target for the support teams engaged in mentoring over 700 Texas agencies' cooperative activities will be Title I schools. At the same time, increasing middle schools with schoolwide Title I numbers of teachers in high poverty/high minority programs and districts with many such schools are being trained as SSI mathematics, schools. This focus permits large science, and technology specialists. numbers of disadvantaged students to benefit from the enhanced synergy of Department and Foundation programs. National Convocation on middle school mathematics. To support the joint effort, the Department of Education will provide The two agencies will sponsor a national active encouragement and support. convocation on middle school opportunities to pool resources mathematics to initiate a continuing originating in the Department through dialogue on what students need to know waivers for consolidated programming, and what this means for effective and information and technical assistance, classroom practice. as appropriate. The National Science Foundation will emphasize support for development and implementation of State Public Understanding and and local strategies for improving Engagement Mathematics mathematics education in grades 5-8. Initiative. The Department and NSF will convene a NSF and the Department will support a national conference of key actors in joint, multi-year effort to create a large- determining how Federal resources are scale, national public education effort that used by States and local districts. is coupled with extensive opportunities Participants will include state and local for active engagement of students, leaders of Title I, Goals 2000, parents, and the larger community in the support of mathematics education. 8 Working DRAFT 11/5/97 Coordinated research and PRIME in Pittsburgh informational activities. The Pittsburgh Reform in Mathematics Education The Department and NSF will undertake (PRIME) project supports teachers in the classroom a coordinated set of research and implementation of standards-based mathematics informational activities around instruction and assessment in grades K-12 through the mathematics in grades 5-8. These use of exemplary materials. PRIME provides activities include release of a TIMSS teachers with a broad knowledge base in both the resource kit that contains specific tools mathematics content and the successful mathematics for professional development, curriculum pedagogy needed to implement the new materia analysis, and achievement benchmarking; successfully. readministering TIMSS in the spring of 1999 to get updated information on our Funded under National Science Foundation guidelines international standing; a program of as a project of Local Systemic Change through research informing continued Teacher Enhancement in Mathematics, PRIME development of the eighth grade national provides all 924 Pittsburgh public school teachers of test over time; and a sustained agenda of mathematics with a range of experiences that include basic research in teaching and learning of summer workshops; release-day professional mathematics, including research on the development workshops; and individualized. in-class use of learning technologies. support provided by demonstration teachers within each school. Teachers of grades 6-12 receive 234 Systematic involvement of other hours of professional development, and teachers of agencies. grades K-5 receive 102-132 hours. By equipping all Pittsburgh mathematics teachers with the knowledge, The Department and the Foundation will skills, and support necessary for using exemplary work systematically with other agencies materials and assessment, PRIME is designed to to enhance the impact of Federal ensure that all students experience a coherent resources by upgrading their activities to mathematics program that is expected to yield high reinforce a standards-based approach for achievement at all levels. mathematics in grades 5-8. This four-year project, funded for over $ 3 million, is Each of the specific items above will be a model for its ability to leverage an additional $ 6.7 aimed at mathematics in grades 5-8, reflecting million in cost-sharing from district funds and the urgent need to raise achievement at this commitments from Eisenhower and other Federal stage of the educational process. However. dollars. the activities described above can also serve as models for more effective approaches to educational change in the broader arena of mathematics and science education. The working group strongly endorses the idea of future efforts that would encompass additional aspects of K-12 mathematics and science education. 9 Working DRAFT 11/5/97 IV. EQUIP TEACHERS TO TEACH This action strategy addresses both the CHALLENGING MATHEMATICS professional development of teachers who are already in the classroom and the preparation In grades 5-8, students should begin to move of new teachers. In order to assist current from mastering the basics of arithmetic to teachers, the strategy promotes sustained and using arithmetic in complex problems and intensive professional development activities learning the foundations of geometry, that are based on mastery of mathematical algebra, probability, and statistics. Teachers content and tied to high-quality instructional must know substantial mathematics and have materials and technology. Teacher strong pedagogical skills if they are to be preparation activities will aim at preparing effective in helping their students make this future teachers of grades 5-8 to teach transition and meet high standards. Practices effectively the challenging mathematics in teacher education, licensure and content geared to national standards of certification, and in-service teacher excellence. enhancement do not always reflect these needs. The increased demand for high-quality professional development generated by these Over the next ten years, approximately plans could, without action now, exceed the 2 million new teachers will enter the capacity of those individuals and workforce. It is essential that these future organizations currently supplying it. Thus, an teachers receive adequate preparation in essential component of fully equipping mathematics content and pedagogy and in the teachers will be ensuring the presence of a use of contemporary technological tools sufficient cadre of individuals and institutions before they enter the classroom. And many skilled in providing professional of the approximately 320,000 teachers who development. This will require working are already teaching mathematics in grades 5- with the mathematics communities, 8 would benefit from upgrading their math institutions of higher education, and other content knowledge and teaching skills. Federal agencies to help ensure the capacity to respond effectively. Quantitative Literacy Program for Alabama K-12 Teachers To address professional development needs of current teachers, the National The Quantitative Literacy Program for Alabama K-12 Science Foundation and the Department of Teachers, a project administered by the University of Education will: Alabama and supported by the Eisenhower Professional Development program, assists Stimulate state and local educational elementary and secondary teachers in implementing agencies to implement comprehensive the probability and statistics goals for grades K-12 as programs of sustained, intensive, high- outlined in the National Council of Teachers of quality professional development for Mathematics standards. The program's workshops teachers of mathematics in grades 5-8. teach quantitative concepts in the context of solving The two agencies will make such efforts meaningful problems, with content taught in the cornerstone of their new competitive reference to teaching strategies that participants use planning grants, with emphasis on when they return to their classrooms. The program incorporating resources from Title I includes a pre-workshop orientation, an intensive one- schoolwide programs and on involving week training workshop. and two follow-up sessions. all teachers in target schools. They will In the follow-up sessions, teachers describe how they continue existing programs that provide planned, taught, and assessed their own Quantitative resources for districts to implement Literacy units. They also present examples of their professional development programs, students' projects. The project is currently operating incorporating priorities for activities in 14 of the 67 counties of the State. involving teachers of mathematics in grades 5-8, where feasible. 10 Working DRAFT 11/5/97 Initiate a short-term effort to strengthen the pool of talented, committed individuals able to provide exemplary professional development for classroom Improving Teaching Through Distance teachers. The agencies will provide Learning opportunities for competitive support of projects that will provide intensive The Department of Education's Star Schools Program training experiences for those who will provides quality, cost-effective instruction through lead future teacher training efforts. distance education technologies to more than 1,640,000 learners annually in 50 states and US territories. Although the program began with small Support the creation of materials for rural schools in 1988, it is now equally valuable to professional development of teachers of schools in large urban areas. mathematics in grades 5-8 that are grounded in the NCTM standards, tied to The Star Schools: The Next Generation project of newly emerging educational materials and Oklahoma State University and Northern Arizona technologies, and assist teachers to link University delivers the "Getting Ready for Algebra" mathematics to real-world skills and program, which provides simultaneous student applications. instruction and teacher training to middle school students and teachers. Its units are student-centered Support wider opportunities for teachers and activity-oriented and emphasize learning by to help one another with content discovery. They focus on the big ideas common to knowledge and teaching skills through arithmetic and algebra. such activities as dissemination of information about effective forms of Similarly, the United Star Distance Learning professional development and Consortium project, led by Education Service Center- encouraging the development of master -Region 20 in San Antonio, Texas, offers the Algebra teachers (including those recognized and Geometry Applications for Teachers program, through the Presidential Awards for inservice training. The project models worthwhile Excellence in Mathematics and Science mathematical tasks and helps teachers improve their Teaching and the National Board for ability to develop these tasks. The focus of the Professional Teaching Standards project is on mathematical topics that illustrate Certification), mathematics specialists, connections to real-life problems and exciting and teacher networks. mathematics. To promote improved preparation of future mathematics teachers for grades 5-8, the Department of Education and the National Science Foundation will: Provide incentives for appropriate Prepare and disseminate widely a study organizations to develop voluntary on State licensure requirements, focusing national standards for the preparation of particularly on requirements for middle teachers of mathematics. school teachers of mathematics, comparisons to other nations, and the Support the development of materials for impact of licensure requirements on the preparation of K-8 mathematics teachers knowledge of mathematical concepts that that are grounded in the NCTM standards teachers bring to their work in the and tied to newly emerging instructional classroom. materials and educational technologies. 11 Working DRAFT 11/5/97 Challenge the Nation's colleges and Teacher Preparation in Louisiana universities to step up to the needs for preparing a new generation of teachers What began as a movement to change the way for the 21st century by encouraging, mathematics is taught in grades K-8 in the Louisiana supporting, and funding the development State Systemic Initiative has grown into a program of teacher preparation approaches that: that addresses the way in which teachers are taught. The NSF-funded Louisiana Collaborative for - more tightly link college departments Excellence in the Preparation of Teachers is producing of mathematics and schools of future teachers who will transform teaching practice education; in the state. - include courses focusing on developing the background concepts In the first three years of the program, over 100 for the rigorous mathematical content college faculty (both mathematics faculty and that future teachers of mathematics in education faculty) on 15 campuses across the state grades 5-8 will teach; have been involved in the project, 69 courses for - demonstrate effective classroom future teachers have been revamped, and practices; and approximately 20,000 future teachers have been - involve local K-12 schools in the affected. design of teacher preparation requirements. The central principle is to incorporate in the education of future teachers the new methods of teaching mathematics that they will be expected to implement in the classroom. Examples of these methods include New Initiatives in Teacher Preparation working in small groups on challenging problems and using technology resources such as calculators or the Internet. President Clinton has proposed a $350 million initiative to attract talented people of all backgrounds into teaching at low-income schools across the U.S., and to improve dramatically the quality of training and preparation given to our future teachers, with an emphasis on mathematics and reading. Under the initiative, new scholarships would help bring nearly 35,000 outstanding new teachers into high-poverty schools in urban and rural areas over the next five years. These scholarships could cover costs of tuition, room, board. and other teacher preparation expenses -- and could help fund additional preparation during the first two years of teaching. The initiative will also provide competitive five-year grants to 10-15 national lighthouse models of excellence -- institutions of higher education that operate the highest quality teacher education programs. Each institution receiving a lighthouse grant will use most of these resources to assist several other institutions of higher education improve their teacher preparation programs, helping to strengthen the preparation of future teachers at an estimated 150 institutions of higher education across the nation. 12 Working DRAFT 11/5/97 V. IMPLEMENT CURRICULA. supplementary materials is more likely to be INSTRUCTIONAL MATERIALS, made at the school level. Speeding the AND EDUCATIONAL transition to more appropriate instructional TECHNOLOGIES IN CLASSROOMS materials, while tying in professional development for teachers, will have a The TIMSS results showed that the content significant impact on student achievement. of curricula and instructional materials used in U.S. classrooms in the middle school Open CESAME! years in 1995 differed from those in high performing countries in significant ways. Northeastern University's Center for the Enhancement of The content taught in most U.S. eighth-grade Science and Mathematics Education (CESAME). through its Statewide Implementation Program (SIP), mathematics classrooms would be found in demonstrates how school districts can successfully the seventh grade in high-performing nations. implement challenging standards-based instructional Our low expectations for student performance materials. Through a contractual agreement, the project are also shown by the fact that only about 25 provides districts in Massachusetts with multi-year percent of U.S. eighth grade students are funding, technical assistance, professional development enrolled in algebra courses, while in high- guided by curriculum developers. and linkages to performing nations virtually all students have statewide reform efforts. SIP also conducts research to the opportunity to master the foundations of determine the most effective model for disseminating algebra and geometry by the end of eighth such materials. Throughout. SIP works to make districts grade. accountable by collecting data and continually focusing on achieving a sustained, high-quality materials implementation. In addition, TIMSS noted that middle school mathematics materials covered more topics Funded by the National Science Foundation's Teacher and were less focused in the U.S. than in Enhancement program. SIP provides expertise in leading countries. For example, typical implementing high quality materials to any American eighth grade mathematics textbooks Massachusetts district engaged in mathematics and in 1995 covered as many as 35 major topics science reform. and leads one of the five regional centers compared to as few as 10 such topics in of the Massachusetts Statewide Systemic Initiative (SSI). Japanese textbooks, leaving little time for This five-year project. funded for over $4.4 million. has teaching for student mastery and depth of leveraged an additional $3.8 million in cost-sharing understanding. from district funds. Northeastern University, and the Noyce Foundation. New, comprehensive mathematics instructional materials, linked with high To assist schools, districts, and States in standards for mathematical content and choosing and implementing effective curricula and instructional materials for pedagogy and aligned with the NCTM standards, are now emerging from mathematics in grades 5-8, the National development and reaching the market. These Science Foundation and the Department of Education will: materials provide a range of different approaches to classroom instruction, while focusing on 15 or fewer topics per year. Encourage and support coordinated efforts aimed at: Supplementary materials can permit teachers - purchasing new instructional to tailor instruction to particular classrooms, materials geared to rigorous facilitating the transition to new curricula. standards; They can be particularly helpful in taking - providing high quality professional advantage of new and emerging learning development connected to technologies and in providing examples from implementation of new materials; and real life for new concepts. - employment of highly skilled mathematics specialists who are Selection of comprehensive curricular prepared to teach the new materials materials usually takes place at the district or and guide others in their even the State level, whereas the choice of implementation. 13 Working DRAFT 11/5/97 Eisenhower Regional Consortia for Science Each of these. for example. would be and Mathematics Education eligible for use of Title I funds, and could be part of the coordinated plans described The mission of the ten Eisenhower Regional in applications for the planning grants Consortia is to provide a field-based national discussed above. infrastructure for systemic improvement of science and mathematics education. Projects provide Develop and disseminate guides to help information on curriculum, assessment, and teaching interested schools and school districts practice; conduct workshops and training; and serve as select instructional materials and software advisors to the field. most appropriate for their local needs and undertake the necessary steps to effective One example of the work of the consortia is the 1996 implementation. This effort will include publication by the WestED consortium of Tales reviews of instructional materials and From the Electronic Frontier. This is a collection of software designated by experts as ten teachers' narratives regarding their use of the promising or exemplary. Internet to enhance science and mathematics instruction and create opportunities for their own Provide technical assistance for schools professional growth. The accounts describe using and school districts in putting new this resource for project-based learning, for making mathematics instructional materials to abstract scientific principles more concrete, and for work in the classroom. NSF-supported promoting deeper understanding. Each story provides curriculum implementation sites dedicated information on related resources and programs, and concludes with a section of questions and issues to to mathematics materials for grades 5-8 will work with broader technical stimulate further thought and discussion. assistance providers, including the Department's Eisenhower Regional "Hoop Happenings" is the tale of a mathematics Consortia and National Clearinghouse, as communication project between students at the Drexel needed. Hill School in Philadelphia, Pennsylvania, and senior education majors at Iowa State University. During their teaching methods class for elementary Provide teachers and other educators with mathematics, each student at Iowa State is paired with information on how they might use a group of students at the elementary school in assessment in planning instructional Philadelphia with whom she interacts (via e-mail) improvement strategies. These materials over a math problem she defines each week. The will include information on how best to interactive discussion provides the education majors use results from the voluntary national with insight into children's thinking; for the children mathematics test -- to interpret them to the project strengthens their abilities to solve students and parents, place them in problems and to discuss their problem solving appropriate context, and improve approaches. mathematics instruction. Tales can be found on WestED's WWW site at http://www.wested.org/tales. Seed research and development of powerful models for integrating technology into classroom practice and Continue competitive support for the informal learning environments. This development of supplementary materials, will include support for critical expansion with new priority for efforts aimed at and evaluation efforts preceding mathematics in grades 5-8, to assist commercialization of these models. K-8 schools and districts in making the mathematics will be a high priority in the transition to standards-based near term. comprehensive materials. 14 Working DRAFT 11/5/97 While several other Federal agencies have Each of these efforts could make new types long worked to support educational of materials and capabilities possible in the improvement efforts, in the past, few other future. Activities that enable students to agencies have contributed to the development achieve to high standards play an important of standards-based instructional materials in role in all these Federal activities. mathematics and science. This is changing, and there are significant contributions that other agencies can make in this area, NASA's Mission Mathematics consistent with their primary missions. The development of supplementary materials with The recent production of "Mission Mathematics" by mission-oriented situations that generate real- NASA demonstrates how an agency can base its life problems and the delivery of such educational work on national standards. These three materials through technology are key volumes of problems and activities are the potential contributions. descendants of NASA's first mathematics curriculum supplement, "Space Mathematics: A Resource for Agencies will work in cooperation with Teachers," published in 1972. That popular title was NASA and NCTM to develop standards- updated repeatedly over the years. "Mission based materials along the lines of Mathematics," however, is totally revamped to accord NASA's "Mission Mathematics." These with national standards. Indeed, the subtitle is now materials illustrate the use of mathematics "Linking Aerospace and the NCTM Standards." The in engaging, real world examples related three volumes are divided into K-6, 5-8, and 9-12, and to the agency mission. the contents of each are keyed not only to NCTM's curriculum standards. but also to those for teaching The Department of Education is chairing and for student assessment. Examples of activities a Federal Government-wide working include calculating orbits, collecting and analyzing group that has already begun to promote specimens, and planning for spaceflight needs. and develop -- and make it easier for teachers and others to find -- high-quality This linking to standards was accomplished by educational materials, including making "Mission Mathematics" a joint project of instructional units and related materials, NASA and NCTM. Writing teams included teachers, for use on the Internet. This group's role supervisor and university professors working in is to take the rich informational resources consultation with NASA representatives. Their drafts of organizations such as the Census were field-tested by classroom teachers and reviewed Bureau or the U.S. Geological Survey, by NCTM's Educational Materials Committee. The and make them easier for teachers and results are attractive and modestly priced. with others to find and use. The first priority publicity, marketing. and distribution through will be to identify materials that support NCTM's established network. teaching of challenging mathematics. The Departments of Defense and Education and the National Science Foundation are leading an interagency review of Federal activities related to research in learning technologies in order to establish effective practices for their use. 15 Working DRAFT 11/5/97 VI. BUILDING PUBLIC Saturday Schools Provide Tutoring Boost UNDERSTANDING AND SUPPORT. The George B. Thomas Sr. Learning Academy Inc. All American students should leave eighth (known as Saturday School), with modest support grade prepared to pursue the higher-level from the National Science Foundation, has provided mathematics and science courses that are the free tutoring and mentoring to minority students in gateway to college, good citizenship, Montgomery County (MD) for nearly 11 years. productive employment, and lifelong Spearheaded by members of the Mu Nu chapter of the learning. In realizing this vision, it is Omega Psi Phi fraternity, the program began in a essential that educators, parents, and students public housing community's day-care center, but is themselves understand what high standards now located at Sherwood High School (Olney, MD) in mathematics look like and why they are and Springbrook High School (Silver Spring, MD). important. This outcome requires activities and information that reinforce the classroom About 180 students and 100 tutors--engincers, experience and convey the importance of mathematicians and others (including high school mathematics achievement. Such activities students fulfilling Maryland's community service should draw on the support of parents, the graduation requirement)--are registered at the centers; professional community of mathematicians, there is often a waiting list of pupils because there scientists, and engineers, business, and the aren't enough tutors. Saturday School views itself as broader public. a partner with the students' schools; principals refer students to the program and teachers advise tutors on This section of the action strategy includes where students need help. Montgomery County two complementary elements. The first Public Schools contributes classrooms, supplies, and consists of efforts to make high standards training for tutors and parents. The sessions last 2 or fully and clearly understood. If parents and more hours; tutors work with students on a wide students and teachers don't know where they range of mathematical topics and help students should be headed -- what they agree students prepare for the Scholastic Assessment Test. Parental should know and be able to do -- it is hard to participation is required; about one-fifth of the parents pull together to get there. Schools must have tutor, with the remainder providing support and a clear sense of what they are doing and be assistance in other ways. able to communicate effectively with parents as well as work to invite active parental participation. The Department of Education, the National Science Foundation, and other Federal The second element builds on the first agencies will foster the partnerships by through partnerships that bring together the promoting a national dialogue on improving many groups that can contribute to helping mathematics, acting as a clearinghouse for students achieve high standards in information and proven approaches to action, mathematics. These partnerships will elevate helping partners to develop exemplary the importance of mathematics achievement materials that can be used in their State and and provide clear avenues through which local efforts, and mobilizing staff and interested members of the mathematics, resources to support local partnership efforts. science, engineering, business and education Effective partnerships must build upon and communities, as well as parents and complement what goes on in the schools. interested citizens, can contribute to efforts to Thus, teachers and school administrators raise mathematics achievement. must be vital participants, either formally or informally. 16 Working DRAFT 11/5/97 In order to support these strategies. the Develop printed and Internet-based Department of Education and the National supporting materials as guides for Science Foundation have taken the initial volunteers; and steps to move forward on the Public Understanding and Engagement Mathematics Initiative, an activity Encourage highly visible local and designed iv create a large-scale, national national events and activities that engage public education effort that is coupled with the community. extensive opportunities for active engagement of students, parents, and the larger In other activities designed to build public community in the support of mathematics understanding, the Department and the education. Foundation will: Collectively, the projects selected through Sponsor a national convocation on middle this initiative will: school mathematics to initiate a continuing dialogue on: Use simple and compelling messages to Pamiliarize tell the public (what middle school with - what we should expect our students students should know and be able to do to be able to achieve in mathematics in mathematics, illustrating the points by eighth grade and beyond; through sample problems and student - exemplary practices in professional work; development, curricula, instructional materials, and technologies; and - opportunities for parental involvement Emphasize important mathematics and and community support to help interesting problems that engage both students meet high expectations. middle school students and the public: Seed the continuing national dialogue by Illustrate the relevance of achievement in providing a wide variety of sample items challenging mathematics to success in illustrating the level of expectations set in college and a wide range of careers; State and national standards, examples of student work, and information on curricula, instructional methods and Create well-designed products that will technologies that support high standards. engage the public in doing mathematics; Create an easy-to-use mathematics Web Target a variety of media through a plan site providing information on national for disseminating the products; standards; standards-based instructional units for teachers; information on the Support active partnerships to engage national test, including sample problems parents and the community, including and examples of student solutions; and all those with professional organizations, the other materials developed or identified scholarly societies, and the business as part of this action strategy. sector; Mobilize adult volunteers to assist students in a variety of settings (for example, summer, after-school, and weekend programs; contests); 17 Working DRAFT 11/5/97 Additional partnership activities will take VII. CONCLUSION advantage of connections the Department and the Foundation maintain in the course of their The time is ripe for a concerted effort to on-going work. The agencies will: improve the achievement of U.S. students in mathematics and science. Recent results Facilitate the connection of national from international testing have raised the organizations having interests in helping consciousness of the American public about to raise levels of achievement in the importance of establishing and meeting mathematics and science (for example. high standards in mathematics and science. professional societies of mathematicians, As the test results have made clear, too many scientists, and engineers) with State, local of our schools are failing to provide the and community-based organizations instructional experiences that will enable our having simular purposes. students to achieve at the levels we should expect from them. Develop systematic mechanisms for the By focusing our immediate attention on headquarters and field offices of relevant improving performance for middle school Federal agencies to participate in the mathematics, we will be able to give local, partnerships. State, and Federal educational agencies a target for action that is substantive, timely, and sufficiently constrained that it is The Department of Energy's STEM reasonable to anticipate progress. As well as Initiative addressing an area of current concern, we can develop models for future action across DOE plays an important role in science education due disciplines and grades. especially to its premier national laboratories, which have a history of staff working in cooperation with The interagency cooperation stimulated by the the Nation's education system and other agencies. By effort to produce this action strategy should opening DOE's laboratories to students and teachers. have a lasting impact on the effectiveness of agency staff offer hands-on research opportunities and Federal programs and activities that support technical support for developing Internet and other improving achievement in mathematics and technical tools to enhance educational experiences. science education. In addition to bringing the The Department is in the process of creating a two agencies with the most extensive National Energy Laboratory Research Participation programming in this area together, the effort Program that will coordinate such activities across all spurred further contact with other potential DOE laboratories. Federal partners, both those that have a tradition of strong presence in mathematics Among the Department's goals for science, and science education and those that are new technology, engineering and mathematics education. to such efforts. two are particularly relevant to this action strategy: Develop Internet based education technologies for The effort has been particularly timely in elementary through college students and faculty; view of the growing interest among and mathematicians, scientists and engineers in Enhance DOE's community outreach activities helping K-12 schools to improve the for education at its R&D facilities and sites. performance of their students in mathematics and science. The Department of Education, DOE strongly supports the revitalization of with its links to State and local education educational activities consistent with its energy and agencies and community groups, and the defense missions. An effort is underway to coordinate Federal science and technology agencies, the use of DOE resources in promoting the public's with their ties to mathematicians, scientists, understanding of science and ensuring a diverse and engineers and their national professional workforce for the Nation's science and technology organizations, can help make important infrastructure. connections to spur the development of effective partnerships. 18 Working DRAFT 11/5/97 But the action strategy is only the beginning A New Federal Education Partnership of the effort. The interagency cooperation Program must continue and move to the substantive at the Department of Transportation agenda of implementation. The Department of Education and the National Science Magnetic levitation trains, highways that provide Foundation are committed to meeting the constant updates on trattic conditions ahead and challenge of continuing cooperation so that geopositioning satellites that enable travelers to their programs work in concert. They will determine where they are anywhere on earth at any enable the development of appropriate time: these are transportation "dreams" well on their mechanisms to keep other agencies and the way to becoming realities. Such dreams can lead to professional scientists, mathematicians and highly-paid jobs for those with the appropriate skills. engineers with whom they work actively Too many students, iii-prepared for such jobs. must involved in improving achievement in leave the dreaming to others. mathematics and science education. Perhaps most importantly, they will keep the goal of Through the new Garrett A. Morgan Technology and raising the achievement of all American Transportation Futures Program, the Department of students in mathematics and science at the Transportation (DOT) will stimulate public-private forefront of their attention. partnerships to help students and their families Suggested understand the importance of mathematics and science yes 3 for future careers and to make math and science relevant and exciting for students inside and outside wits the classroom. Such partnerships will encompass interagency collaboration, government-industry cooperation and community involvement. Sample some P. longrage. activities include: With the Department of Education and its business and community partners, encouraging the transportation community to participate in the America Goes Back to School program, to build support for mathematics, science, and technology achievement. Helping to change public perceptions about the importance of studying mathematics and science by creating awareness of the wide variety of exciting jobs in transportation that require those skills. Building upon DOT's 300+ adopted schools to provide mentors, tutors, career information, and other forms of support for math literacy; Encouraging staff to support student mathematics achievement in their local communities, by supporting summer, after-school and weekend activities that help students learn or by serving as "telementors," helping students with homework over the Internet. Bringing together private sector sponsorships and expertise and nationally recognized teachers to develop exciting materials with a transportation focus for teaching mathematics, science, and technology. 19 APPENDIX 1 PRESIDENTIAL DIRECTIVE March 6, 1997 MEMORANDUM: FOR THE: SECRETARY OF EDUCATION DIRECTOR OF THE NATIONAL SCIENCE FOUNDATION SUBJECT: Preparing Students to Meet National Standards of Excellence in Eighth Grade Math and Improving Math and Science Education Since the early 1980's, U.S. elementary and secondary school students have begun taking tougher courses, and we are starting to see the results. National Assessment of Educational Progress scores have improved in math and science, with gains in mathematics equal to at least one grade level. On the SAT, average math scores are at their highest in 25 years, even as the number and diversity of test-takers have increased. However, the eighth-grade results of the 41-Nation Third International Math and Science Study (TIMSS), released this fall, show that the U.S. is below average in math and just above average in science. That isn't acceptable; in this technology-rich information era, our students need to perform much better in both subjects, but especially in math, if they are to excel at higher level math and science courses that are the gateway to college and to citizenship, productive employment, and lifelong learning. The first step in raising achievement is lifting expectations and setting high standards for what students should know and be able to do. TIMSS, our National Assessment of Educational Progress, and the standards developed by the National Council of Teachers of Mathematics give us a solid framework to build on. Last month, to help parents and teachers learn who needs help, what changes in teaching to make, and which schools need to improve, I asked the Secretary of Education to develop a voluntary national test for individual eighth-grade students based on widely-accepted, challenging national standards in mathematics. The national test will be available to states and local school districts to give to their students in the spring of 1999, and will measure whether students have reached a high level of mathematics proficiency. The primary responsibility for achieving high standards rests with students, teachers, parents, and schools in local communities across America. However, it is imperative that we work to ensure that federal resources support student success as well. We must ensure that federal programs, research, and human resources are used as effectively as possible to help improve teaching and learning. Therefore, I direct the Department of Education and the National Science Foundation, together with other agencies identified in cooperation with the Office of Science and Technology Policy and the Domestic Policy Council, to develop an action strategy for using key federal resources to assist states and local school systems prepare students to meet challenging math standards in eighth grade, and for involving the mathematics, scientific, and technical communities in support of these efforts. A1-1 The action strategy should include recommendations for the use of federal resources to help states. local school districts and schools to improve teaching, upgrade curriculum. integrate technology and high-quality instructional materials into the classroom. as well as motivate students and help them understand how math concepts are applied in the real world. The strategy should identify significant federal programs, activities, and partnerships available to improve teaching and learning, ensure that these resources are appropriately focused on helping students reach challenging math standards, and determine how these resources can best support state and local reforms. In developing this strategy, the inter-agency group should review the current status of improvements in math education, and identify and address critical areas of need. drawing on research and input from educators and professional organizations. Because teaching and learning in math and science are so integrally related, and because success in both subjects is vitally important in this information era, the working group should also review how federal resources and partnerships with other organizations can help improve student achievement in science. The working group should make its recommendations and submit its action strategy to me within 90 days. WILLIAM J. CLINTON cc: ASSISTANT TO THE PRESIDENT FOR DOMESTIC POLICY ASSISTANT TO THE PRESIDENT AND DIRECTOR OF THE OFFICE OF SCIENCE AND TECHNOLOGY POLICY A1-2 Nole S H Nolgules severcher inportant charges re; NA6B Working DRAFT: 10/24/97 APPENDIX 2 charge Voluntary National Tests in Reading and Math: A Strategy to Master the Basics and Reach High Standards Clear standards of achievement are essential to help instill the skills, American values, and encouragement for hard work that our children need to succeed in school and in life. Toward that end, meaningful standards for what students should be expected to learn and achieve in the basic subjects of reading and mathematics are critical. Reading well by grade 4 and mastering mathematics cluding the foundations of algebra and geometry by grade 8 are the gateways for further learning and achievement. Parents need to know that students have mastered the basics no matter where they live or move in this country. And they have the right to know how well their children are doing compared with students in other schools, states, and countries. To help give parents this information, the U.S. Department of Education is offering every state and school district replace w/ the opportunity to use voluntary national tests of 4th grade reading and 8th grade mathematics, beginning in 1999. WOO These rigorous tests will provide parents, for the first time, scores for individual students, measured against widely accepted national and international standards of excellence. They will give states, local communities, teachers and parents the kind of accurate information they need to help students master basic and advanced skills and strengthen academic performance. Most importantly, they can galvanize a national effort to improve the odds for students and help ensure that all students master reading and math. content The tests will be modeled on the National Assessment of Educational Progress (NAEP) in 4th grade reading and 8th grade mathematics, and in the case of mathematics will be linked to the Third International Math and Science Study. The NAEP standards reflect a national consensus of what students should know and be able to do when they reach these crucial stages of learning. The current NAEP is designed to assess how well a sample of students across the entire nation and individual states perform in reading and mathematics. A very small percentage of students participate in NAEP, and no parents know how their own children do on this test. In contrast, the voluntary national tests will provide students, parents, and teachers Insert with meaningful scores to compare individual student performance to widely accepted national and international standards and to identify students and schools that need extra help. These standard measures of excellence will help parents hold schools accountable for improved performance, help teachers and principals improve curriculum and instruction, and give students a guide for charting their own progress. replace The Department of Education recently submitted proposed legislation to Congress that would have the National Assessment Governing Board (NAGB) develop the tests. NAGB is a bipartisan, independent board created by Congress to oversee the NAEP. NAGB is expected to seek guidance in test development from a wide range of sources, including the most successful mathematics and reading teachers, parents, governors, and local and state education, civic and business leaders. Individual test scores will not be collected by the federal government; state and local school districts will decide how to use the data. Each test will require approximately 90 minutes of total testing time. States and school districts can administer the tests as part of their local testing programs. Insurt A A2-1 Working DRAFT 11/5/97 APPENDIX 3 THE INTERAGENCY WORKING GROUP In response to the memorandum from the President, the Department of Education and the National Science Foundation formed an interagency working group comprised of staff experienced in the areas under review. Officials of the Office of Science and Technology Policy, the Domestic Policy Council, and the Office of Management and Budget provided oversight. Consistent with the directive, the interagency group immediately began a review of current Federal efforts in mathematics and science education with particular attention to mathematics education in kindergarten through eighth-grade. (See Appendix 4 for a summary of relevant programs in the two agencies.) In addition, as the memorandum instructed, the interagency group drew on research and input from educators and professional organizations, by reaching out to the broader mathematics and education community for advice and guidance. (See Appendix 5 for a summary of these outreach efforts, including a list of organizations with which the working group consulted.) The interagency group also consulted with appropriate staff in other agencies that have, or are interested in establishing, activities in elementary and secondary-level mathematics or science education. (See Appendix 6 for a list of the agencies consulted and a summary of their input.) Early in its deliberations, the working group recognized the importance of developing an appropriate focus for the action strategy. Based on the results of the Third International Mathematics and Science Study (TIMSS) and the desire that students have proper preparation for the President's proposed national voluntary test in mathematics, the group concluded that in the near term, the action strategy should focus on mathematics in the middle grades (5-8). Thus, while the action strategy is designed to improve achievement in science and mathematics at all grade levels, it addresses that goal by concentrating on improving achievement in middle school mathematics first. To be fully effective in achieving the long term goals, this effort must broaden to include mathematics and science in all grades once the immediate concerns for mathematics in grades 5-8 have been addressed. Participants in the Interagency Process Secretary Richard Riley of the Department of Education and Neal Lane, Director of the National Science Foundation convened the interagency working group. Their acting deputies, Marshall Smith and Joseph Bordogna, respectively, provided guidance through regular interaction with the working group, as did Luther Williams, Assistant Director for Education and Human Resources at the National Science Foundation. Several members of the staff of the Executive Office of the President were instrumental in the work of the interagency group, including: Michael Cohen, Domestic Policy Council; Clifford Gabriel, Office of Science and Technology Policy; Mary Cassell and Anne Tenney, Office of Management and Budget; and Daniel Goroff, Office of Science and Technology Policy. William Kincaid of the Domestic Policy Council and Daryl Chubin of the Office of Science and Technology Policy were particularly important to developing the action strategy and to keeping the working group on track. A3-1 Working DRAFT 11/5/97 Members of the Working Group Co-Chairs Thomas M. Corwin Judith Sunley Director, Division of Elementary, Assistant to the Director for Secondary, and Vocationai Analysis Science Policy and Planning Budget Service National Science Foundation Department of Education Committee Members Carol Chelemer Diane Spresser Office of Educational Research and Program Director, Teacher Enhancement Improvement (Mathematics) Department of Education National Science Foundation Margaret Cozzens Robert Stonehill Director Director, State and Local Services Division Division of Elementary, Secondary, and Office of Educational Research and Informal Education Improvement National Science Foundation Department of Education Eric Hamilton Larry Suter Program Director, Acting Director, Division of Research, Educational System Reform Evaluation, and Communication National Science Foundation National Science Foundation Christine Jackson Judy Wurtzel Senior Program Officer, Eisenhower Director of the Mathematics Initiative Professional Development Program Office of the Acting Deputy Secretary Department of Education Department of Education (replaced Clare Banwart 4/97) Deborah Spitz Program Analyst Office of the Undersecretary Department of Education A3-2 Working DRAFT 11/5/97 APPENDIX 4 RELEVANT ACTIVITIES OF THE DEPARTMENT OF EDUCATION AND THE NATIONAL SCIENCE FOUNDATION DEPARTMENT OF EDUCATIO The Department of Education provides flexible support, technical assistance, and research- based materials to assist state and local education agencies in improving teaching and learning. This year, the Department has identified seven national priorities that will guide its activities building on President Clinton's Call-to-Action(over the next four years. The first for three focus on specific results that all students should achieve: reading independently by the American end of third grade; mastering challenging mathematics (including the foundations of algebra and geometry) by the end of eighth grade; and being prepared for and able to afford college Education by 18 years of age. The remaining four priorities address key strategies to enable students to achieve these goals: challenging standards and accountability for every school; a talented, dedicated, and well-prepared teacher in every classroom; Internet access in every classroom with technologically literate students; and strong, safe, and drug-free schools. The following programs provide valuable support to States and schools in their efforts to reach the goal of providing high-quality education in mathematics for all students. Flexible Support to States, Communities, and Schools to Improve Teaching and Learning: The Title I Education for the Disadvantaged program is the Federal Government's largest program that supports elementary and secondary education, with current funding of almost $7.2 billion for grants to local educational agencies. Title I provides funds to help low-achieving children, particularly those in high poverty schools, learn to high standards. Title I can give disadvantaged children the benefit of, for example, more individualized and accelerated instruction, extended-day programs, and learning laboratories in mathematics, science, and computers. Mathematics has always been a major focus of the Title I program: according to the most recent data, 48 percent of 9 million participating children receive some instruction in mathematics. The 1994 reauthorization of Title I emphasizes holding students participating in Title I to the same high standard as all students. By the 1997 - 1998 school year, all States must adopt challenging standards in reading and mathematics. By 2001, States must implement high-quality assessment systems aligned to the standards to assess the performance of Title I schools in relation to State standards. Schools that serve an area in which the percentage of children living in poverty exceeds 50 percent may use their Title I funds, in combination with other Federal, State, and local funds, to upgrade the school's entire instructional program. These programs are called "school-wide programs." Other schools use the money to help those children most in need of supplementary services. In addition, the Title I statute emphasizes the professional development of educators; every local educational agency participating in the Title I program must provide high-quality professional development, geared to challenging State standards, to improve teaching of academic subjects. Goals 2000: Educate America Act currently funded at $476 million, is the primary Federal program supporting standards-based state education improvement. All 50 States now participate. Goals 2000 provides flexible funding to the States to enable them to A4-1 Working DRAFT 11/5/97 develop and implement their own strategies for achieving the National Education Goals (including the goal of becoming first in the world in mathematics and science). With funding from the program. States are establishing challenging academic standards with which they are aligning their student assessment programs, teacher preparation and licensure requirements, parental and community involvement, and other aspects of their education systems. Professional development is also an important component of Goals 2000. Program funds allow States to make competitive subgrants for activities to improve pre-service teacher education and support intensive, sustained professional development for educators and other school personnel. Many States and school districts are also using Goals 2000 funds to support effective use of educational technology. Professional Development in Mathematics and Science: Eisenhower Professional Development State Grants, currently funded at $310 million, support a wide array of professional development activities in the core academic subjects. By statute, at least $250 million of the Eisenhower funds must be spent on professional development in mathematics and science. The strengths of the program are its reach -- funds flow to States and school districts by formula, and the vast majority of local educational agencies participate -- and the flexibility it provides to State and local administrators to carry out program activities that meet particular State and local needs. The 1994 program reauthorization established requirements that the program fund only professional development that is tied to challenging State content standards and is of sufficient intensity and duration to have a positive and lasting impact on teachers' classroom performance. In fiscal year 1998, the program should reach almost 350,000 educators. The Eisenhower Professional Development Federal Activities program supports an array of national professional development initiatives. The Eisenhower program supports the National Board for Professional Teaching Standards (NBPTS), which establishes national standards of excellence in teaching and recognizes teachers attaining these standards through a rigorous assessment process. The Department has requested increased funding to enable 105,000 teachers to become board certified by the year 2006 on average, one for every elementary and secondary school in the nation. The Department's proposed budget would also speed the development of certification frameworks and assessments so that by 2002, certificates for 25 teaching fields will be available. Eisenhower also supports nine state-wide projects across the nation that are working on improving preservice education, licensure requirements and the experience of teachers during their first three years of teaching. The Telecommunications Demonstration Project (PBS Mathline) uses the professional teaching standards of the National Council of Teachers of Mathematics (NCTM) as the basis for its year-long professional development program called the Elementary School Mathematics Project. This project, which complements Mathline's already-successful Middle School Mathematics Project, allows teachers to learn at times and locations they find convenient. It uses a series of 20 videos, each accompanied by a guide that includes lesson plans, ideas for extending the lesson, additional resources, and discussion topics relating the video content to the NCTM standards. Teachers also participate in a year-long, online learning community of 25-30 fellow teachers, with an accomplished practicing teacher serving as mentor and facilitator. Over the course of three years, PBS Mathline has provided more than 4000 teachers of K-8 mathematics in 36 states A4-2 Working DRAFT 11/5/97 with in-depth. standards-based training and has been recognized by the NCTM as an effective professional development program. Technical Assistance and Information Sharing: The Eisenhower Mathematics and Science Regional Consortia provide professional support to help teachers teach to high standards. The ten Regional Consortia have three primary objectives: 1) to collaborate and form coalitions with other organizations involved in mathematics and science education improvement; 2) to provide technical assistance and facilitate the use of technology as a tool for instruction and professional development; and 3) to identify and disseminate materials on exemplary instruction in mathematics and science. The Eisenhower National Clearinghouse for Mathematics and Science Education (ENC), funded under Eisenhower Federal Activities, collects a wide range of materials in mathematics and science and makes them available on-line and on CD-ROM. As of September 1996, which concluded its fourth year of operation, ENC had collected a total of 7,055 records and was in the process of identifying over 4,500 more. Between October of 1995 and June of 1996, the Clearinghouse reported over three million "hits" to its Web site. ENC Online (www.enc.org) has been recognized as an exemplary Internet site by Classroom Connect, Syllabus Magazine, Geometry Forum, Education Index, and Multimedia Schools. ENC also works with the Regional Consortia to create demonstration sites throughout the country, where educators can interact with the latest technological developments. Information is also disseminated through the Educational Resources Information Center (ERIC), a national system of specialized clearinghouses that maintain and provide access to the world's largest electronic database of education-related materials. Research, Statistics, and Assessment: The National Research Center on Achievement in School Mathematics and Science is housed at the Wisconsin Center for Education Research at the University of Wisconsin. The Center is a collaboration with the Technical Education Research Center (TERC), Vanderbilt University/Peabody College, the University of Pittsburgh, and the University of Massachusetts-Dartmouth. The Center's mission is to create and validate a set of principles for designing classrooms that promote student understanding in mathematics and science. Data relating to education are collected, analyzed, and reported by the National Center for Education Statistics (NCES). In collaboration with the National Science Foundation, NCES is currently reporting the results of the Third International Mathematics and Science Study (TIMSS), and providing follow-up information on those results. Other NCES studies collect detailed, reliable information on the conditions of schools, teachers, and students throughout the nation. The National Assessment of Educational Progress (NAEP) measures the progress of the nation's students in core subjects, including mathematics and science. A4-3 Working DRAFT 11/5/97 NATIONAL SCIENCE FOUNDATION Since its inception in 1950, the National Science Foundation (NSF) has served the Nation by investing in research and education in science. mathematics. technology, and engineering. NSF's goals for education and training require attention to needs at every level of schooling and access to quality science, mathematics, engineering, and technology educational opportunities for all members of society. PreK-12 Systemic Reform Systemic refers to fundamental, comprehensive, and coordinated changes made in science, mathematics, technology, and engineering education through attendant changes in policy, financing, governance, management, content, instruction, and assessment. Systemic reform occurs when all essential features of institutions and systems are engaged and operating in concert; when policy is aligned with a clear set of goals and standards; and when the improvements and innovations become an intrinsic part of the ongoing educational system for all participants and are incorporated in budgets. PreK-12 systemic reform is supported through NSF state, urban, local, and rural systemic initiatives. The implementation of high-quality, standards-based instructional materials, assessment systems, and professional development are keys to success of all initiatives. Essential components to the immediate and long-term sustainability of the reform activities include: (1) development and administration of coherent policies and legislation to support science and mathematics education; convergence of resources to support a single, unitary program; (2) promotion of effective partnerships with the private sector and higher education institutions; (3) achievement of support from the community, parents in particular; collection, interpretation and effective use of data, including student achievement; and (4) cohesive, coherent strategic planning to ensure the improvement of all students' achievement. Since 1996, the systemic initiatives have begun to make the transition from building an infrastructure to supporting science and mathematics education reform to the classroom implementation of standards-based curricula, instruction, and assessment. Extensive leveraging of funds from business, industry and other federal agencies occurs in all systemic initiatives, in some case as much as 4 to 1 with NSF dollars. The Statewide Systemic Initiative (SSI) Program has supported a total of 25 states and the Commonwealth of Puerto Rico to establish comprehensive changes in mathematics and science education through the implementation of K-12 standards-based instructional programs, professional development, and assessment systems; new policies; and effective partnerships. A total of 20 eligible cities with the largest numbers of school-age children living in poverty have been funded under the Urban Systemic Initiative Program (USI). A total of four rural, economically disadvantaged regions are implementing programs to promote high-quality science, mathematics, and technology education through the Rural Systemic Initiatives (RSI). RSI programs have focused on the implementation of instruction through the use of advanced telecommunications networking and distance delivery of quality programs and professional development. Building Blocks of System Reform: Systemic reform is built on a foundation of quality instructional materials, initial education and professional development of teachers in both content and pedagogy, new strategies for the assessment of student learning, a diverse teacher population, and appropriate use of A4-4 Working DRAFT 11/5/97 technology. Thus a major focus of activities and budget at NSF is assuring that these building blocks are available and in place. Teacher Education: Teachers must have a high level of content knowledge and pedagogical skills and be prepared to utilize the most effective instructional materials, assessment strategies, and educational technologies. Teacher education includes both preservice and inservice education. Over 40,000 teachers in 1,930 schools, reaching over 1.3 million students annually, participate in intensive professional development activities through the Local Systemic Change (LSC) Initiatives. Teachers of mathematics or science receive a minimum of 100 hours of professional development (for K-8 teachers) or 130 hours (for teachers in grades 7-12) and receive ongoing support through the academic year. They implement quality standards-based instructional materials and reform the mathematics and science programs in their schools as a whole. Extensive leveraging of Title 1, Eisenhower, district, and industry funds occurs in at least an amount equivalent to the NSF award in each LSC project. In addition to the Local Systemic Change projects, the Teacher Enhancement Program supports leadership projects that train teachers and other professionals to deliver quality professional development. NSF supports the enhancement of approximately 60,000 teachers annually, of whom, at this time, fewer than half are teachers of mathematics. Only about 10,000 are middle school teachers of mathematics. Comprehensive Partnerships for Mathematics and Science Achievement projects provide students and teachers with standards-based curriculum reform for K-12, teacher enhancement, strategic use of resources, student enrichment activities, and summer research experiences and related activities. Approximately 5,000 teachers are affected annually. The NSF Collaboratives for Excellence in Teacher Preparation (CETP) support efforts to achieve comprehensive change in the undergraduate education of future teachers and to increase the quality and number of teachers in science and mathematics. All of the activities are characterized by strong collaboration between discipline-based faculty in schools of science/engineering and faculty from schools of education. Participating institutions of higher education vary from tribal colleges to major research institutions. CETP projects will affect 78,000 future teachers in 110 participating institutions over a five year period, and approximately 30% of the CETP collective effort is focused on future teachers of K-12 mathematics. Instructional Materials: Instructional and assessment materials influence what students are taught and how teachers and faculty teach. An innovative, comprehensive, and diverse portfolio of instructional materials and assessment tools that implement standards-based reform in mathematics, the natural and social sciences, engineering, and technology education are required for preK-12 education. These materials must be of sufficient quality to be widely adopted and used in schools nationally. The development of sixteen sets of comprehensive standards-based mathematics instructional materials for K-12 students was begun in 1990, These materials were completed and became available for use beginning in 1996. A report describing the success of these materials in field test sites was released by the University of Chicago, The Success of Standards-Based Mathematics Curricula for all Students, a Preliminary Report in FY 1996. Extensive evaluation data of student achievement in the field testing of these new materials demonstrates improved performance for students using them. A4-5 Working DRAFT 11/5/97 Assessment: NSF supported research and development in assessment of student learning during the mid-1990's through 20 projects. Each of these projects has come to completion. The tools they developed and the increased understanding of student learning that resulted are now being used by schools throughout the country. The Balanced Assessment in Mathematics Project was among the projects funded to develop assessment tools for middle school mathematics. The tools and test items the project generated have become the central component of the New Standards Mathematics assessments now used in numerous schools throughout the country. NSF continues T fund new assessment projects. Technology: Research efforts in technology are developing new methodology and pedagogy for improving the achievement of students in science and mathematics, especially those who have not been well served by the education system. The new methodologies will make use of advances in technologies such as visualization and simulation that build on different learning styles among students. Funded projects successfully create new forms of visualization of scientific and mathematical concepts. NSF has supported more than 20 projects that successfully create new forms of visualization such as graphics, and simulations. Full and sustainable integration of technology into the fabric of the educational system is required for these to have wide impact on education systems. Informal Science Education: The Informal Science Education sector reaches out to all segments oppopulation to engage them in self-directed learning in the areas of science, mathematics, and technology. Because, over a lifetime, people spend more hours learning out of school than they do in school, a strong informal science education program is critical in the comprehensive education of our citizens. Members of the public who participate in informal science education learn about the process of science and scientific thinking; are motivated to participate in science and mathematics activities; are aware of the relevance of science, mathematics, and technology in their everyday lives; and increase their knowledge about specific topics and about scientists and careers in the sciences. Support is provided for informal learning science, mathematics, and technology projects designed to reach large numbers of the general public through television and radio series; public films on the process and substance of science and mathematics; exhibits or other educational activities at science and natural history museums, science-technology centers, aquaria, nature centers, botanical gardens, arboreta, zoological parks, and libraries; and educational programs and activities at community and youth centers. A4-6 Working DRAFT 11/5/97 APPENDIX 5 CONSULTATION WITH EXTERNAL ORGANIZATIONS In the course of developing this action strategy, the interagency working group solicited input from a wide range of interested organizations. The mathematics and mathematics education communities in particular are well organized to respond to the President's challenge. The working group met with two umbrella organizations that provided access to many sources of input from these communities: the Mathematical Sciences Education Board (MSEB) of the National Research Council (NRC) and the Conference Board of the Mathematical Sciences (CBMS), Each organization includes stakeholder representatives ranging from school teachers to university mathematicians and from educational researchers to those in industry using mathematics on a daily basis. Their recommendations to the working group are summarized below. In addition, both the National Science Foundation and the Department of Education consulted with a wide range of potential stakeholders, including informal discussion with winners of the Presidential Award for Excellence in Mathematics and Science Teaching, meetings with the Eisenhower Regional Consortia. meetings of advisory committees, and meetings of professional organizations of teachers, principals, superintendents, mathematicians, scientists, and engineers. While the working group focused its information gathering on strategies to support improving achievement toward high standards in mathematics, many of the individuals and organizations that provided input were keenly interested in the nature of the voluntary national test. Thus, the discussions with these groups included the exchange of information about the test of mathematics in eighth grade as well as about the working group's objectives. This interest in the test is reflected in the recommendations made. The to themont meansing working group was reminded, both implicitly and explicitly, that the voluntary national test is only a means to an end. Therend must be kept in sight, both in test development and in the strategies the working group might develop to improve achievement That In addition to meeting with these groups, the working group asked MSEB for a letter report addressing the issues raised in the President's Directive. MSEB offered three overarching recommendations: 1. Construct and sustain a Federal effort that brings together, in a coherent framework for decision-making, the various National Science Foundation and U.S. Department of Education programs that will significantly influence K-8 mathematics education. 2. Devise a long-term plan (8-10 years, offset from political cycles) of interactive development involving test redesign and strategy adjustment, with ongoing monitoring and oversight. 3. Invest in a sustained agenda of basic research to better understand what mathematical thinking is, how to foster it through curricular choices and instructional practice, and how to support teachers in doing so. A5-1 Working DRAFT 11/5/97 Within the framework of the President's Directive, all groups emphasized the importance of teacher education (both initial preparation and subsequent professional development), with both MSEB and CBMS highlighting this area in their written input. CBMS and MSEB emphasized the need for establishing certification programs for middle school teachers in mathematics. They cited the importance of an enhanced role for higher education in preparing teachers and in providing support for teachers through on-going professional development. MSEB and CBMS also pointed to the emergence of new and innovative middle school mathematics curricula. They urged that the action strategy include ways to publicize, promote, and provide adoption guidance concerning model programs. They also agreed that technologies ranging from the Web to calculators have potential to help improve mathematics education. However, MSEB noted the importance of technical support for use of technology in the classroom and of equity issues in the use of that technology. The outside groups also recognized the value of a public information campaign that can, in the words of the MSEB letter report, highlight "the importance of mathematics in applications, the beauty of mathematics as a field, and the role of mathematics as a gateway to careers and to higher education." Several of the mathematics and mathematics education organizations stand ready to assist in the development of such a campaign. MSEB recommends that public information efforts address coordination of the national test with associated action strategies. A5-2 Working DRAFT 11/5/97 APPENDIX 6 FEDERAL AGENCY ACTIVITIES THAT SUPPORT K-12 MATHEMATICS EDUCATION The Department of Education (ED) and the National Science Foundation (NSF) have principal responsibility, among the Federal agencies, for K-12 education and for science and mathematics, respectively. However, a dozen other departments and agencies sponsor activities that relate to, and could promote, standards-based education that improves students' mathematics and science learning and overall academic performance. Executive Order 12821 of November 16, 1992, instructs those Federal departments and agencies with scientific missions, employees, or laboratories to "assist in the mathematics and science education of our Nation's students, teachers, parents, and the public by establishing programs at their agency to provide for training elementary and secondary school teachers to improve their knowledge of mathematics and science." Many agencies had such programs in place even before this Order was issued. On April 17, 1996, it was superseded by Executive Order 12999 on Educational Technology, which "streamlines the transfer of excess and surplus Federal computer equipment to our nation's classrooms and encourages Federal employees to volunteer their time and expertise to assist teachers and to connect classrooms." The Eisenhower National Clearinghouse catalogues current programs in its "Guidebook of Federal Resources for K-12 Mathematics and Science" (see www.enc.org/reform/guidebk) The working group met with designated representatives from 11 agencies (the Departments of Agriculture, Commerce, Defense, Energy, Interior, Transportation, and Veterans Affairs, EPA, NASA, NIH, and the Smithsonian) to discuss relevant programs and activities sponsored by their agencies. In general, the agencies focus far more on science than mathematics, and commit modest resources to improving K-12 education. Most offer staff and facilities, often on a volunteer basis, to support local schools and teachers. And all have developed and are sharing supplementary instructional materials on their Web sites. Some examples of works in progress can be cited. For more extended, specific examples, see sidebars in the report. NASA has completely revamped its educational programs to reflect the development of the National Council of Teachers of Mathematics' (NCTM) standards for mathematics and the more recent standards for science developed through the National Research Council (NRC). The agency has developed supplementary instructional materials in conjunction with NCTM that provide sample problems based on space-related examples. The Department of Defense schools have redesigned curriculum and teacher professional development to incorporate standards-based approaches. Other parts of DoD have outreach programs that stress the importance of mathematics to national security. A6-1 Working DRAFT 11/5/97 The Department of Energy, NIH. and USDA are conducting an inventory of their activities, identifying their impacts and exploring opportunities to expand. Among ideas that warrant further consideration are virtual teacher training based at DOE's Lawrence Berkeley Lab in partnership with the University of California system; USDA's 4-H Clubs as an after-school, weekend, and summer vehicle for promoting math skills; EPA's use of the training-of-trainer model for teacher development in environmental education; and NIH's middle-school curriculum supplements, to be developed among three Institutes and the NRC. The Department of Transportation is about to embark on an extensive effort to improve K-12 education in mathematics and science, including participation of staff as volunteers. The Smithsonian Institution has both formal and informal ties into schools. Other agencies are ready to play an appropriate role in improving K-12 education, and are looking for guidance on how best to proceed. We must learn more quickly and more systematically about approaches and innovations that support students and teachers of mathematics both in and outside of schools, taking into account high standards like those of the NCTM and the NRC to reference, guide, coordinate, and set priorities among the many educational programs managed by Federal agencies. Continued coordination among all of the agencies involved in the working group's deliberations, and others that might be brought in over time, can set the stage for more effective use of Federal resources. The Department of Education and the National Science Foundation will work to ensure such coordination in the future. A6-2 JAN. 2.1998 3:41PM DEPT OF ED/DEP SECY NO. 143 P.1/29 OF MASS EDUCATION UNITED STATES DEPARTMENT OF EDUCATION OFFICE OF THE DEPUTY SECRETARY LATED STATES of AMERICA FOB-10 Rm 6251 Telephone Number: (202) 401-3281 Fax Number: (202) 401-3095 FAX COVER SHEET TO: Bive Kiancaid FROM: JUDY WURTZEL FAX: 456-5581 NUMBER OF PAGES TO FOLLOW, INCLUDING COVER SHEET: IF YOU DID NOT RECEIVE THE COMPLETE TRANSMISSION, PLEASE CALL (202) 401-3281 or (202) 401-1000. MESSAGE: 600 INDEPENDENCE AVE., S.W. WASHINGTON. D.C. 20202 Our mission is 10 ensure equal access to education and to promote educational excellence throughout the Nation. JAN. 2.1998 3:41PM DEPT OF ED/DEP SECY NO.143 P.2/29 OP DOLLATON SCIENCE AMERICA 8 FOUNDATION U.S. Department of Education National Science Foundation Washington, DC Arlington, VA The President The White House Washington, DC 20500 Dear Mr. President: We are pleased to transmit the report of the U.S. Department of Education-National Science Foundation joint working group on mathematics and science education. As you know, since the early 1980's, U.S. elementary and secondary school students have begun taking tougher courses, and we are starting to see the results. National Assessment of Educational Progress scores have improved in math and science, with gains in mathematics equal to at least one grade level. On the SAT, average math scores are at their highest in 25 years, even as the number and diversity of test-takers have increased. However, the eighth-grade results of the 41-Nation Third International Math and Science Study (TIMSS) show that the U.S. is below average in mathematics and just above average in science. That isn't acceptable; in this technology-rich information era, our students need to perform much better in both subjects, but especially in mathematics, if they are to excel at higher level mathematics and science courses that are the gateway to college and to citizenship, productive employment, and lifelong learning. Because mathematics and science provide many of the underpinnings necessary for students and society to navigate this ever changing technological and information age, in a March 6 Presidential Directive, you asked us to convene a working group to develop an "action strategy" for using Federal resources to assist State and local school systems to prepare students to meet challenging mathematics standards in the eighth grade and for involving the mathematics, science, and technical communities in those efforts. You asked that the action strategy include recommendations for using Federal resources to help States, local educational agencies, and schools to improve teaching, upgrade curriculum, and integrate technology and high-quality instructional materials into the classroom, and to motivate students and help them understand how mathematics concepts are applied in the real world. You asked the working group to review the current status of improvements in mathematics education and to identify and address critical areas of need, drawing on research and input from educators and professional organizations. JAN. 2.1998 3:42PM DEPT OF ED/DEP SECY NO.143 P.3/29 Page 2 Finally, you asked us to explore how Federal resources and partnerships with other organizations can help improve student achievement in mathematics and science. We believe that the enclosed action strategy meets those objectives in all respects. Consistent with your Directive, and with the results of the Third International Mathematics and Science Study (TIMSS), the strategy focuses most prominently on the improvement of middle-school (grade 5-8) mathematics, but also addresses broader needs in all of elementary and secondary mathematics and science education. More specifically, the strategy proposes a new Federal effort focusing on middle school mathematics, with an extension to other areas of mathematics and science in future years. Also consistent with your Directive, the strategy focuses on three principal areas where Federal investments can achieve maximum leverage and impact: upgrading teaching, improving curriculum and instructional materials, and building parent and public awareness and engagement. In each of these areas, the strategy seeks to maximize the potential benefits obtainable through the programs of our two agencies, that is, the competitive grant programs administered by NSF and the formula and competitive grant programs of the Department of Education. It also acknowledges the potential contributions of other Federal agencies to this effort. The joint working group identified many areas where we can make progress with existing resources and programs. In fact, the Department and the Foundation have now committed to launching, in fiscal year 1998, a new set of planning grants for local reform and improvement of middle-school mathematics instruction. These grants will, in particular, help middle schools that enroll large concentrations of children from low-income families to use all relevant Federal, State, and local resources in a way that produces meaningful gains in mathematics achievement. In addition, our agencies have committed to launching a new public information and engagement campaign during the current fiscal year. While we will initiate these efforts this year, the potential for bringing about significant improvements in the mathematics education of the Nation's 13.5 million middle school students, and in elementary and secondary mathematics and science education more broadly, will depend on the level of resources the Federal Government commits to this effort. In order to benefit a significant number of schools, teachers, and students in the coming years, we have included additional funds for activities linked to the action strategy in our respective fiscal year 1999 budget requests to the Office of Management and Budget. Without these increases, the impact of our efforts will necessarily be limited; on the other hand, the additional funding, if we can obtain it, should have a synergistic impact because our new activities should result in more effective use of the existing investments that the Federal Government now makes available to schools for mathematics and science education and for related education purposes. JAN. 2.1998 3:42PM DEPT OF ED/DEP SECY NO. 143 P.4/29 Page 3 Thank you for providing the stimulus that has resulted in a closer working relationship between our agencies and in the new activities set forth in the action strategy. We are prepared to do our part to bring the ideas in the strategy to fruition. Yours sincerely, real Lane Richard Riley Neal Lane Secretary of Education Director, National Science Foundation JAN. 2.1998 3:42PM DEPT OF ED/DEP SECY NO.143 P.5/29 AN ACTION STRATEGY FOR IMPROVING ACHIEVEMENT IN MATHEMATICS AND SCIENCE EXECUTIVE SUMMARY A solid foundation in mathematics and science is increasingly necessary to navigate this changing technological and information age. To address this important concern, on March 6, 1997, the President issued a memorandum (Appendix 1) directing the Secretary of Education and the Director of the National Science Foundation to form an interagency working group to develop an action strategy for using Federal resources to assist States and local school systems in preparing students to meet challenging mathematics standards in the eighth grade, and for involving the mathematical, scientific, and technical communities in support of those efforts. The Presidential directive specified that the action strategy include recommendations for the use of Federal resources to help States, local school districts, and schools improve teaching, upgrade curriculum, integrate technology and high-quality instructional materials into the classroom, and motivate students to help them understand how mathematical concepts are applied in today's global workplace. The directive called for the interagency group to review the status of improvements in mathematics education and identify critical needs, drawing on research and input from educators and professional organizations. In addition, it called for the working group to review how Federal resources and partnerships with other organizations can help improve student achievement in science. The request was based, in part, on results of the Third International Science and Mathematics Study (TIMSS), which demonstrated a clear need to focus on improving mathematics achievement in grades 5-8. American students scored above the international average at the fourth grade, but fell to below the international average at eighth grade. The President's proposed voluntary national test in mathematics at grade 8 provided an additional stimulus. The action strategy targets mathematics in grades 5-8, building on a strong foundation of activity underway across the country to improve elementary and secondary mathematics and science education. The action strategy: Challenges the Department of Education and the National Science Foundation to work together more closely and to build partnerships with other Federal agencies and with State and local educational agencies to strengthen the impact of Federal investments in mathematics and science education. Challenges State and local-level school superintendents, mathematics supervisors, school boards, principals, teachers and other educators to take a fresh, critical look at curricula, instructional materials, and professional development strategies (and the use of Federal resources in these areas) in light of TIMSS and other recent research results and to be prepared, as needed, to reformulate current approaches so as to improve effectiveness. Challenges the Nation's colleges and universities to develop rigorous new programs for teacher preparation, stressing both subject matter expertise and pedagogical mastery. These institutions will also need to take a far more active role in enhancing the skills ES-1 JAN. 2.1998 3:43PM DEPT OF ED/DEP SECY NO.143 P.6/29 and knowledge of the teachers of today and tomorrow, working closely with States, local school districts, and schools in the process. Challenges professional organizations in mathematics, science, engineering, and technology to join with teachers, schools, colleges, parents, students, community organizations, and business and industry in developing a strong network of local partnerships aimed at raising student achievement. Challenges U.S. families to provide strong support and encouragement for their children to reach high standards of achievement in mathematics and science. Based on the Federal role in improving achievement in K-12 education, the priorities of the action strategy focus Federal investment on: Assisting States, local school districts, and the Nation's colleges and universities to provide the skills and knowledge that equip teachers in grades 5-8 to teach challenging mathematics content in effective ways, with high expectations for their students; Assisting States and local school districts to select and implement high-quality, standards-based curricula and instructional materials, including making effective use of educational technologies; and Building public understanding of the need for challenging mathematics in grades 5-8, and gaining public support for raising student achievement toward high standards. The bulk of the Federal resources for improvement in K-12 mathematics and science education flows from the programs of the Department of Education and the National Science Foundation. A coherent approach to strengthening the impact of Federal resources used to improve mathematics achievement in grades 5-8 must begin with these programs. Drawing on the resources of other Federal agencies in an effective manner can then follow. The Department of Education and the National Science Foundation plan a set of joint activities that are the synergy-producing elements of the action strategy. These activities include: Competitive planning grants to accelerate the strategic use of resources in improving achievement in mathematics; A National Convocation on middle school mathematics that will initiate an on-going dialogue among all stakeholders; The Public Understanding and Engagement Mathematics Initiative, a mechanism to involve parents and the public more directly in mathematics education; Coordinated research and informational activities; and Systematic involvement of other agencies. Other elements of the action strategy draw on the individual strengths of Federal agency programs aimed at improving mathematics education. The time is ripe for a concerted effort to improve the achievement of U.S. students in mathematics and science. By focusing our immediate attention on improving performance for middle school mathematics, we will be able to give local, State, and Federal educational agencies a call for action that is substantive, timely, and sufficiently targeted that it is reasonable to anticipate progress. As our effort to address this area of greatest concern gets underway, we can develop models for future action across disciplines and grades. ES-2 JAN. 2.1998 3:43PM DEPT OF ED/DEP SECY NO.143 P.7/29 But the action strategy must be only the beginning of the effort. The interagency cooperation must continue and move to the substantive agenda of implementation. The Department of Education and the National Science Foundation are committed to meeting the challenge of continuing cooperation so that their programs work in concert. The two agencies will develop appropriate mechanisms to keep other agencies and the professional scientists, mathematicians, engineers, and others with mathematical skills and knowledge with whom they work actively involved in improving achievement in mathematics and science education. Perhaps most importantly, they will keep the goal of raising the achievement of all American students in mathematics and science at the forefront of their attention. ES-3 JAN. 2.1998 3:43PM DEPT OF ED/DEP SECY NO. 143 P.8/29 AN ACTION STRATEGY Results of tests administered in 1995 to FOR IMPROVING students in grades 4 and 8 are now available. The fourth grade results show U.S. students ACHIEVEMENT IN above the international average in both MATHEMATICS AND SCIENCE The Third International Mathematics and Science Study (TIMSS) I. INTRODUCTION TIMSS is the largest and most ambitious of a On March 6, 1997, the President issued a series of international comparative studies of memorandum (Appendix 1) directing the educational achievement. The Department of Secretary of Education and the Director of the Education and the National Science Foundation National Science Foundation to form an sponsored the U.S. testing, conducted in 1995 at interagency working group to develop an grades 4, 8, and 12, and the subsequent analysis. action strategy for using Federal resources to assist States and local school systems in TIMSS involved more than half a million students preparing students to meet challenging in 45 countries. 30,000 U,S. students took part. mathematics standards in the eighth grade, While the relative performance of U.S. students in and for involving the mathematical, scientific, comparison to students of other countries improved and technical communities in support of those over performance on similar international efforts. comparisons of earlier years, there were signs of problems, particularly at grade 8. U.S. students The Presidential Directive performed above average at grade 4 and below average at grade 8 in mathematics, the only The Presidential directive specified that the country with such a pattern in either science or action strategy include recommendations for mathematics. Grade 12 results will be announced the use of Federal resources to help States, shortly. local school districts, and schools improve teaching, upgrade curriculum, integrate While collecting achievement data in each technology and high-quality instructional participating country, TIMSS researchers also materials into the classroom, and motivate developed a wealth of information about teachers students to help them understand how and teaching, about currícula and instructional mathematical concepts are applied in today's materials. about classroom lessons and global workplace. The directive called for the interactions. and about student attitudes and habits interagency group to review the status of outside the classroom. For example, TIMSS improvements in mathematics education and results show that identify critical needs, drawing on research and input from educators and professional US student performance increases more slowly organizations. In addition, it called for the between elementary and middle school years working group to review how Federal than in most other countries; resources and partnerships with other The U.S. curriculum is not as well focused on organizations can help improve student topics that would propel students toward more achievement in science. advanced levels of understanding as are curricula in other countries; The Need for Action U.S. teachers work longer hours, have less time during the day for preparing classes, and The Third International Mathematics and experience more disruption in their classrooms Science Study than do their counterparts in other countries. The need for this effort to improve mathe- Thus, the TIMSS results have become a source of matics and science education in eighth grade constructive motivation for mounting an action was made clear by the Third International strategy, taking the issue well beyond the simple Mathematics and Science Study (TIMSS). comparison of scores in international test taking. 1 JAN. 2.1998 3:44PM DEPT OF ED/DEP SECY NO. 143 P.9/29 science and mathematics. In science, U.S. the end of eighth grade, as a very visible part students were outperformed only by those in of an ambitious, sustained drive for higher, Korea. However, the eighth grade results more challenging standards of learning for all show lackluster performance by U.S. students. The test will be based on the students, with scores only a bit above the framework of the National Assessment of international average in science, and below Educational Progress (NAEP). It will be the international average in mathematics. available by the spring of 2000. Parents and teachers will receive the results for each TIMSS results for the fourth grade are much student, with scores linked to national and more positive than the results of similar international benchmarks. Every year, all international comparisons in the past. They items on the test will be released so teachers, demonstrate that it is possible to make parents, and students can review performance significant progress in international on individual test items. For more comparisons over time, and that U.S. information, see Appendix 2. students can compete favorably with those of other nations in mathematics and science The voluntary national test is only one achievement. Our National Education Goals element of the comprehensive effort needed proclaim our dedication to making U.S. to accomplish the objective of having all students first in the world in mathematics and students achieve challenging national science achievement by the year 2000. In the standards for performance. This effort will early grades, we are making demonstrable require many individuals -- students, parents, progress toward that goal. These results teachers, college faculty, employers, clearly indicate that mathematics and science professional associations, and community education in the middle school years should leaders working in concert with a common be an important focus for national efforts to understanding of what they want to see help ensure that our students meet world- happen. The test, in combination with a class standards. national effort to boost achievement, will provide a powerful lever to amplify the effects of existing efforts at local, State, and Opportunities for the Future national levels to improve student achievement in mathematics and science. Eighth grade is a critical point in mathematics education. Achievement at that stage lays the Plan of Action: Place Immediate foundation for students to take the advanced Focus on Mathematics high school mathematics and science courses that are keys to college entrance and well-paid The TIMSS results show the need for an jobs. Today, too many students enter high immediate focus on mathematics education in school without this solid grounding in grades 5-8, where the serious drop from mathematics and, unfortunately, they never above to below international norms in gain it, closing doors to opportunities for the mathematics threatens achievement in both future. Often students and their families do mathematics and science at higher grade not even know that the doors are closing, levels. The President's proposed national leading to a mismatch between their voluntary test in mathematics in eighth grade expectations for the future and their actions in provides a tool to measure progress and also the present. This is particularly true for challenges us to provide students with the students from disadvantaged backgrounds. It mathematics in grades 5-8 that will enable is a factor in perpetuating inequities both in them to perform well on it. The National participation in advanced education and in Council of Teachers of Mathematics (NCTM) lifetime income. has developed sets of standards for content, teaching, and assessment that provide a A Voluntary National Test in Mathematics strong footing for raising standards in curriculum and instruction. The President has proposed a voluntary national test in mathematics, to be taken near 2 JAN. 2.1998 3:44PM DEPT OF ED/DEP SECY NO.143 P.10/29 The action strategy targets grades 5-8, High expectations, held by teachers, building on a strong foundation of activity school administrators, parents, the underway across the country to improve broader community, and students elementary and secondary mathematics and themselves, for student performance in science education. It requires that these mathematics and science; activities continue, at all levels in both mathematics and science, and lays the Challenging standards for content of groundwork in both substance and process curriculum, teaching, assessment, and for expanded activities in the future. student achievement; Instructional materials and technology of high quality that incorporate these Raising Achievement for Disadvantaged challenging standards; Students Teachers with the pedagogical skills and rigorous knowledge of mathematics and Efforts to raise student achievement in mathematics science needed to teach these subjects and science must be particularly intensive in high- effectively; and poverty communities and schools. The National Activities outside the classroom that Assessment of Educational Progress (NAEP) in reinforce the classroom experience by mathematics shows that students from poor families drawing on the support of parents, the perform significantly less well than other students. professional communities of In 1996, the average score on the 500 point NAEP mathematicians, scientists, and engineers, scale was 252 for 8th graders who are eligible for free business leaders, and the broader public. and reduced price lunch as compared to 280 for ineligible students. Students from poor families are Thus, the action strategy: also less likely to take algebra, geometry, and more advanced courses in high school. Challenges the Department of Education On July 25, 1997, fifteen urban school districts, and the National Science Foundation to including the nation's three largest, pledged to work together more closely and to partner participate in the voluntary national test. They sent a with other Federal agencies and with clear signal that students in inner city schools can and State and local educational agencies to should be held to the same challenging standards that strengthen the impact of Federal are being set for all students throughout the nation. investments in mathematics and science These communities recognize that setting high education. standards is a prerequisite for improved teaching and Challenges State and local school learning. Research and experience shows that superintendents, mathematics students can meet high standards, and that low supervisors, school boards, principals, expectations lead to low achievement. and other educators to take a fresh, critical look at curricula, instructional materials, and professional development strategies (and the use of Federal Challenges for All Parties resources in these areas) in light of TIMSS and other recent research results The goal of the action strategy is for all and to be prepared, as needed, to American students to leave eighth grade reformulate current approaches to prepared to pursue the higher-level improve effectiveness. mathematics and science courses that are the Challenges the nation's colleges and gateway to college, productive employment, universities to develop rigorous new lifelong learning, and effective citizenship. programs for teacher preparation, Reaching this goal will require action in five stressing both subject matter expertise areas: and pedagogical mastery. These institutions will also need to take a far more active role in enhancing the skills 3 JAN. 2.1998 3:45PM DEPT OF ED/DEP SECY NO.143 P.11/29 and knowledge of today's teachers and students have the mathematical skills they principals, working closely with States, need to succeed in the workplace as local school districts, and schools in the productive citizens. This includes promoting process. effective partnerships that mobilize support Challenges professional organizations in from the community -- students, parents, mathematics, science, engineering and educators, business leaders, volunteers, and technology, health, accounting, concerned citizens from all walks of life -- to transportation, and other fields to partner that end. with schools, parents, students, community organizations, and business and industry in developing a strong Priorities for Action network of local partnerships aimed at raising student achievement. Therefore, the priorities of this action strategy will focus Federal investment on: Challenges U.S. families to provide strong support and encouragement for their children to reach high standards of Assisting States, local school districts, achievement in mathematics and science. and the nation's colleges and universities to provide the skills and knowledge that These challenges are focused on the equip teachers in grades 5-8 to immediate, urgent need to improve teach challenging mathematics mathematics education in grades 5-8. But to content in effective ways, with high be fully effective, this effort must broaden to expectations for their students; include both mathematics and science in all Assisting States and local school districts grades once the immediate needs have been to select and implement high- addressed. quality, standards-based curricula and instructional materials, including effective use of educational II. PRIORITIES FOR ACTION technologies; and Building parent and public Consistent with the President's directive, this understanding of challenging action strategy identifies steps that Federal mathematics in grades 5-8, and gaining agencies, along with their partners, can take public support for raising student to help students reach challenging standards achievement toward high standards. in mathematics in grades 5-8 and to ensure that Federal resources will effectively support State and local reforms. It is based on the Scope and Scale efforts of the interagency working group, which reviewed the current state of In grades 5-8 there are approximately 13.5 mathematics education, consulted with other million students taught by about 320,000 Federal agencies and with outside teachers of mathematics. These students and organizations, and reviewed Federal teachers are distributed among 34,000 programs before identifying three priority schools in close to 15,000 districts. Many of areas for action. (See Appendices 3-6 for more detailed information.) these schools and districts are already actively involved in setting high standards for instruction and student achievement and are The Federal Role implementing plans to achieve them. While education is a national priority, it is The core of this action strategy is assisting all primarily a State and local responsibility. schools and districts to make more effective The Federal role is to provide good use of Federal resources in their efforts to information, effective tools, and financial support that will assist States and local address these priorities with respect to mathematics in grades 5-8. The Department communities in ensuring that all of their of Education and the National Science 4 JAN. 2.1998 3:45PM DEPT OF ED/DEP SECY NO.143 P.12/29 Foundation will provide opportunities for III. ACTIONS TO STRENGTHEN districts to accelerate their progress toward THE IMPACT OF FEDERAL improved achievement in this area through RESOURCES incentives for enhanced coordination, planning, and implementation. Districts that The bulk of the Federal resources for serve large numbers of disadvantaged improvement in K-12 mathematics and students will receive particular attention. The science education flows from the programs of number of districts, schools, teachers, and the Department of Education and the National students served will depend largely on the Science Foundation. (See Appendix 4 for a level of resources that can be devoted to the summary.) Developing a coherent approach acceleration effort and the readiness of to strengthening the impact of Federal districts to respond. resources used to improve mathematics achievement in grades 5-8 begins with these At the same time, an effort at public programs. Drawing on the resources of other information and engagement provides a Federal agencies in an effective manner can much-needed complementary mechanism to then follow. reach a broader base of students and their families in a more timely fashion than can be Current Federal Resources accomplished through these core activities. The participating Federal agencies, with their In FY 1997, the National Science Foundation ties into the science, mathematics, invested $377 million in K-12 science and engineering, and technology communities, mathematics education, including investments are well-positioned to encourage these in the undergraduate preparation of teachers. communities to cooperate in spurring such an The funds go largely to colleges and effort. universities, State and local educational agencies, and nonprofit organizations. They Finally, it is not enough to address only are awarded through competitive review of today's teachers and implementation of proposals for funding of specific projects. instructional materials and technologies Over the past few years, the Foundation has available now. Approximately 30,000 new placed a high priority on system-wide reform teachers of mathematics in grades 5-8 are of mathematics and science education. It needed each year. At the same time, asks local and State educational agencies to development of learning technologies is align resources of all types, including those extremely rapid, and adaptation of curricula obtained through other Federal programs, to to accommodate this pace is a continuing effect change. The Foundation highlights concern. Addressing these issues is also an specific areas of emphasis within broader important part of the action strategy. programming, establishes clear priorities for funding within the criteria for selection of Progress in any one of the three priority awards, and holds grantees accountable for areas -- teachers, instructional materials and performance. Over the years, projects aimed technology, and parent and public specifically at mathematics in grades 5-8 have information and engagement -- will often been comparatively scarce. depend on and demand improvement in others. For instance, the introduction of The Department of Education allocated high-quality instructional materials will have approximately $8 billion in FY 1997 through little impact if teachers are not trained to use three major formula grant programs (Goals those materials effectively. The action plan 2000: Educate America Act; Eisenhower must work on all fronts in order to make Professional Development State Grants; and progress toward improved student Title I: Education for the Disadvantaged) that achievement. The action plan below first include improved achievement in mathematics provides an orientation to existing resources and science among their objectives. Goals and specific new joint activities. The final 2000 aids States and school districts to sections are organized around the three develop and implement challenging academic priority areas. standards and upgrade teaching and learning 5 JAN. 2.1998 3:46PM DEPT OF ED/DEP SECY NO. 143 P.13/29 in order to reach the National Education education. In general, their activities are Goals, including the goal of becoming first in related to their missions. For example, the the world in mathematics and science. The U.S. Environmental Protection Agency Eisenhower program places an explicit focus makes awards to schools, state agencies, on science and mathematics. Of the $310 nonprofit agencies and universities for million appropriated for FY 1997, $250 activities that focus on environmental million was required to be used for staff education. Most agencies offer staff and development in mathematics and science. facilities, often on a volunteer basis, to support local schools and teachers and have The 1994 reauthorization of Title I placed developed and are sharing supplementary new emphasis on helping disadvantaged instructional materials on their Web sites. students meet the same challenging academic standards expected of all children. States are Mathematics Education currently developing standards and standards and the Department of Defense and assessments in reading and mathematics consistent with that emphasis. The Two agencies within the Department of Defense Department of Education works actively with (DoD) offer complementary approaches to introducing States and school districts to identify actions rigorous national standards in their educational that can be taken to achieve significant activities. change, provides information and examples, and makes technical assistance available as The DoD Education Activity (DoDEA) provides needed. education for military and civilian dependents overseas (DoD Dependents Schools or DoDDS) and on some Title I Schoolwide Programs military bases in the U.S. (DoD Domestic Elementary and Secondary Schools or DDESS). The 1994 reauthorization of Title I gave the program DoDDS is essentially an autonomous school system an entirely new purpose, namely, to teach that has developed a mathematics curriculum based on disadvantaged students to the same high standards to the NCTM standards, adopted standards-based which all other students are held. States are now in instructional materials for use throughout all the the process of establishing assessment mechanisms to overseas schools, and is continually training teachers measure students' progress against such standards, in in these materials and strategies using teacher-leaders. at least reading and mathematics. In addition, the DDESS schools operate independently and cooperate reauthorization lowered the eligibility threshold for with local education areas in addressing standards. As Title I schoolwide programs. Schools with at least the DoDEA structure solidifies. there will be system- 50 percent of students from low-income families may wide commonality in curriculum, instructional now use their Title I funds (along with other Federal, materials, and student assessment aligned with the State, and local funds) to make comprehensive NCTM standards. improvements in the instructional program of the entire school, rather than providing discrete services The National Security Agency established a to individual children. This change gives those Mathematics Education Partnership Program (MEPP) schools the flexibility, for instance, to use Title I in 1991. MEPP sponsors over a thousand talks per funds to upgrade the mathematics curriculum for all year to schools and colleges through its Speakers students. Bureau. It donates excess computers to classrooms, sponsors seminars and inservice teacher training, and conducts extended summer workshops for teachers at A dozen other departments and agencies all levels. These MEPP activities. including projects sponsor activities that relate to, and could such as collaboration with the University Corporation promote, standards-based education that for Atmospheric Research's Project SkyMath. are all improves students' mathematics and science informed by the NCTM Standards. which are an learning and overall academic performance. explich subject of study and reference at MEPP's In general, these agencies focus far more on Summer Institutes for Teachers. For a description, science than mathematics, and commit see www.nsa.gov.8080/programs/mepp. modest resources to improving K-12 6 JAN. 2.1998 3:46PM DEPT OF ED/DEP SECY NO.143 P.14/29 Strengthening the Impact of Federal most fundamentally, within individual Resources schools. State and local educational agencies can maximize the impact of Federal resources Using Existing Programs by choosing to use them in a coordinated, concentrated way. Thus, the National The first step in moving forward is to make Science Foundation and the Department of the most of existing programs aimed at Education will champion State and local improving student achievement through educational agencies in the strategic use of all rigorous standards across all subject areas types of Federal, State and local funds and all grade levels. Such programs provide toward improving mathematics achievement, a fundamental level of information and offer examples of effective coordination in opportunity important for progress, but the use of such funds, and provide incentives currently have limited focus on mathematics to initiate effective improvements. At the in grades 5-8, same time, they will work together to encourage the nation's colleges and Within those existing programs, the universities to do a better job in educating participating agencies will promote means of future teachers for the work they will do in emphasizing high-quality, standards-based the schools and will combine with other mathematics in grades 5-8. For example, the agencies in a broad program of public competitive programs at the National Science information and engagement. Foundation can incorporate priorities for work in this area in selection criteria, and the Department of Education can enhance the Pooling Resources to Enhance Student level of technical assistance it provides to Achievement State and local educational agencies. Expanding the scale of such programs will Kenton Elementary School in Portland Oregon, and also help, as will the development of new 12 other schools in the region decided to place a high programs in the individual agencies, but priority on student achievement using Title I and issues of scope and synergy remain. other resources. During the 1995-96 school year, the schools held full-day, weekly workshops on best Creating Synergy teaching practices as identified by the school principals. The principals developed a regional Title I The programs of the Department of Education plan and, with the help of consultants, have all staff and the National Science Foundation have working together to implement it. Title I staff different approaches and strengths. The worked with regular classroom teachers on new Department generally provides large-scale, strategies, and Kenton staff agreed to use Title I flexible support directly to State and/or local benchmarks and assessments for all students. educational agencies for improving teaching and learning to high standards, coupling this Kenton's curriculum emphasizes interactive writing support with technical assistance. NSF's and vocabulary development, and uses innovative portfolio is much smaller in scale, is targeted mathematics materials. Teachers use cooperative at improving mathematics, science, and learning and peer tutoring to help students grow technology education, and is established toward proficient and advanced levels, and students are through competitive processes. To create encouraged to analyze, evaluate, and interpret synergy, this action strategy combines the information. Kenton teachers regularly meet with agencies' strengths, permitting those small groups of students outside of class to give extra involved with upgrading mathematics help in mathematics, reading, or writing. Teachers professional development and instruction also train the school's many volunteers to support the through major Department of Education benchmarks while working with students. programs to draw on NSF's competitive Assessments indicate some success in the early years programs to step up the pace of change. of this effort to improve instruction. The percentage of third-graders scoring in the advanced category in The work of improving student achievement mathematics increased from 15 percent to 35 percent. must be done at the State and local level, and, 7 JAN. 2.1998 3:47PM DEPT OF ED/DEP SECY NO.143 P.15/29 New Joint Activities Eisenhower, and State, urban and rural systemic initiative activities. The Department of Education and the National Science Foundation plan a set of Texas Statewide Systemic Initiative joint activities that are the synergy-producing elements of the action strategy. They will The NSF-supported Texas Statewide Systemic include the other participating agencies to the Initiative (SSI) also operates the U.S. Department of extent possible. Education's Comprehensive Assistance Center for Elementary and Secondary Act Programs in Texas, Competitive planning grants to bringing into one unit the state's leadership both in accelerate strategic use of science and mathematics education and in Title I resources in improving technical assistance. In the past two years, the SSI achievement in mathematics. has provided incentive grants and technical support in integrating their Title I, Eisenhower, and professional The Department and the Foundation development activities in mathematics and science to jointly will provide competitive planning more than 100 Title I schools serving more than grants to jump-start intensive, coherent 100,000 Title I students. In July, 1995, the SSI held efforts to upgrade mathematics an intensive summer institute designed to support instruction that use Federal, State, and Title I schools in (1) reconceptualizing the use of local funds to sustain long-term formula funds, (2) adopting mathematics curricula improvements and provide models for the keyed to high standards. and (3) adopting effective future. Funds may be used to initiate schoolwide program models. As a result of the planning and to contribute toward one- SSI/Title I collaboration, state mathematics and time costs of initiating a coherent set of science leaders are now active members of school activities. A principal target for the support teams engaged in mentoring over 700 Texas agencies' cooperative activities will be Title I schools. At the same time, increasing middle schools with schoolwide Title I numbers of teachers in high poverty/high minority programs and districts with many such schools are being trained as SSI mathematics, schools. This focus permits large science, and technology specialists. numbers of disadvantaged students to benefit from the enhanced synergy of Department and Foundation programs. National Convocation on middle school mathematics. To support the joint effort, the Department of Education will provide The two agencies will sponsor a national active encouragement and support, convocation on middle school opportunities to pool resources mathematics to initiate a continuing originating in the Department through dialogue on what students need to know waivers, consolidated programming, and and be able to do at this level and what information and technical assistance, as this means for effective classroom appropriate. The National Science practice. Foundation will emphasize support for development and implementation of State and local strategies for improving Public Understanding and mathematics education in grades 5-8. Engagement Mathematics Initiative. The Department and NSF will convene a national conference of key actors in NSF and the Department will support a determining how Federal resources are joint, multi-year effort to create a large- used by States and local districts. scale, national public education effort that Participants will include state and local is coupled with extensive opportunities leaders of Title I, Goals 2000, for active engagement of students, parents, and the larger community in the support of mathematics education. 8 JAN. 2.1998 3:47PM DEPT OF ED/DEP SECY NO. 143 P.16/29 PRIME in Pittsburgh Coordinated research and informational activities. The Pittsburgh Reform in Mathematics Education (PRIME) project supports teachers in the classroom The Department and NSF will undertake implementation of standards-based mathematics a coordinated set of research and instruction and assessment in grades K-12 through the informational activities around use of exemplary materials. PRIME provides mathematics in grades 5-8. These teachers with a broad knowledge base in both the activities include release of a TIMSS mathematics content and the successful mathematics resource kit that contains specific tools pedagogy needed to implement the new materials for professional development, curriculum successfully. analysis, and achievement benchmarking; readministering TIMSS in the spring of Funded under National Science Foundation guidelines 1999 to get updated information on our as a project of Local Systemic Change through international standing; a program of Teacher Enhancement in Mathematics, PRIME research informing continued provides all 924 Pittsburgh public school teachers of development of the eighth grade national mathematics with a range of experiences that include test over time; and a sustained agenda of summer workshops; release-day professional basic research in teaching and learning of development workshops; and individualized, in-class mathematics, including research on the support provided by demonstration teachers within use of learning technologies. each school. Teachers of grades 6-12 receive 234 hours of professional development, and teachers of Systematic involvement of other grades K-5 receive 102-132 hours. By equipping all agencies. Pittsburgh mathematics teachers with the knowledge, skills, and support necessary for using exemplary The Department and the Foundation will materials and assessment, PRIME is designed to work systematically with other agencies ensure that all students experience a coherent to enhance the impact of Federal mathematics program that is expected to yield high resources by upgrading their activities to achievement at all levels. reinforce an approach based on high standards for mathematics in grades 5-8. This four-year project, funded for over $ 3 million, is a model for its ability to leverage an additional $ 6.7 Each of the specific items above will be million in cost-sharing from district funds and aimed at mathematics in grades 5-8, reflecting commitments from Eisenhower and other Federal the urgent need to raise achievement at this dollars. stage of the educational process. However, the activities described above can also serve as models for more effective approaches to educational change in the broader arena of mathematics and science education. The working group strongly endorses the idea of future efforts that would encompass additional aspects of K-12 mathematics and science education. 9 JAN. 2.1998 3:48PM DEPT OF ED/DEP SECY NO.143 P.17/29 IV. EQUIP TEACHERS TO TEACH This action strategy addresses both the CHALLENGING MATHEMATICS professional development of teachers who are already in the classroom and the preparation In grades 5-8, students should begin to move of new teachers. In order to assist current from mastering the basics of arithmetic to teachers, the strategy promotes sustained and using arithmetic in solving complex problems intensive professional development activities and learning the foundations of geometry, that are based on mastery of mathematical algebra, probability, and statistics. Teachers content and tied to high-quality instructional must know substantial mathematics and have materials and technology. Teacher strong pedagogical skills if they are to be preparation activities will aim at preparing effective in helping their students make this future teachers of grades 5-8 to teach transition and meet high standards. Practices effectively the challenging mathematics in teacher education, licensure and content geared to national standards of certification, and in-service teacher excellence. enhancement do not always reflect these needs. The increased demand for high-quality professional development generated by these Over the next ten years, approximately plans could, without action now, exceed the 2 million new teachers will enter the capacity of those individuals and workforce. It is essential that these future organizations currently supplying it. Thus, an teachers receive adequate preparation in essential component of fully equipping mathematics content and pedagogy and in the teachers will be ensuring the presence of a use of contemporary technological tools sufficient cadre of individuals and institutions before they enter the classroom. And many skilled in providing professional of the approximately 320,000 teachers who development. This will require working are already teaching mathematics in grades 5- with the mathematics communities, 8 would benefit from upgrading their math institutions of higher education, and other content knowledge and teaching skills. Federal agencies to help ensure the capacity to respond effectively. Quantitative Literacy Program for Alabama K-12 Teachers To address professional development needs of current teachers, the National The Quantitative Literacy Program for Alabama K-12 Science Foundation and the Department of Teachers, a project administered by the University of Education will: Alabama and supported by the Eisenhower Professional Development program, assists Stimulate state and local educational elementary and secondary teachers in implementing agencies to implement comprehensive the probability and statistics goals for grades K-12 as programs of sustained, intensive, high- outlined in the National Council of Teachers of quality professional development for Mathematics standards. The program's workshops teachers of mathematics in grades 5-8. teach quantitative concepts in the context of solving The two agencies will make such efforts meaningful problems, with content taught in the cornerstone of their new competitive reference to teaching strategies that participants use planning grants, with emphasis on when they return to their classrooms. The program incorporating resources from Title I includes a pre-workshop orientation, an intensive one- schoolwide programs and on involving week training workshop, and two follow-up sessions. all teachers in target schools. They will In the follow-up sessions, teachers describe how they continue existing programs that provide planned, taught, and assessed their own Quantitative resources for districts to implement Literacy units. They also present examples of their professional development programs, students' projects. The project is currently operating incorporating priorities for activities in 14 of the 67 counties of the State, involving teachers of mathematics in grades 5-8, where feasible. 10 JAN. 2.1998 3:48PM DEPT OF ED/DEP SECY NO. 143 P.18/29 Initiate a short-term effort to strengthen the pool of talented, committed individuals able to provide exemplary professional development for classroom Improving Teaching Through Distance teachers. The agencies will provide Learning opportunities for competitive support of projects that will provide intensive The Department of Education's Star Schools Program training experiences for those who will provides quality, cost-effective instruction through lead future teacher training efforts. distance education technologies to more than 1,640,000 learners annually in 50 states and U.S. territories. Although the program began with small Support the creation of materials for rural schools in 1988, it is now equally valuable to professional development of teachers of schools in large urban areas. mathematics in grades 5-8 that are grounded in the NCTM standards, are The Star Schools: The Next Generation project of tied to newly emerging educational Oklahoma State University and Northern Arizona materials and technologies, appropriately University delivers the "Getting Ready for Algebra" reflect the rigor of the NAEP and TIMSS program, which provides simultaneous student assessments, and assist teachers to link instruction and teacher training to middle school mathematics to real-world skills and students and teachers. Its units are student-centered applications. and activity-oriented and emphasize learning by discovery. They focus on the big ideas common to Support wider opportunities for teachers arithmetic and algebra. to help one another with content knowledge and teaching skills through Similarly, the United Star Distance Learning such activities as dissemination of Consortium project, led by Education Service Center- information about effective forms of -Region 20 in San Antonio, Texas, offers the Algebra professional development and and Geometry Applications for Teachers program, encouraging the development of master inservice training. The project models worthwhile teachers (including those recognized mathematical tasks and helps teachers improve their through the Presidential Awards for ability 10 develop these tasks. The focus of the Excellence in Mathematics and Science project is on mathematical topics that illustrate Teaching and the National Board for connections to real-life problems and exciting Professional Teaching Standards mathematics. Certification), mathematics specialists, and teacher networks. To promote improved preparation of future mathematics teachers for Provide incentives for appropriate organizations to develop voluntary grades 5-8, the Department of Education and the National Science Foundation will: national standards for the preparation of teachers of mathematics. Prepare and disseminate widely a study Support the development of materials for on State licensure requirements, focusing preparation of K-8 mathematics teachers particularly on requirements for middle that are grounded in the NCTM school teachers of mathematics, standards, are tied to newly emerging comparisons to other nations, and the instructional materials and educational impact of licensure requirements on the knowledge of mathematical concepts that technologies, and reflect the rigor of the NAEP and TIMSS assessments. teachers bring to their work in the classroom. 11 JAN. 2.1998 3:49PM DEPT OF ED/DEP SECY NO. 143 P.19/29 Challenge the Nation's colleges and Teacher Preparation in Louisiana universities to step up to the needs for preparing a new generation of teachers What began as a movement to change the way for the 21st century by encouraging, mathematics is taught in grades K-8 in the Louisiana supporting, and funding the development State Systemic Initiative has grown into a program of teacher preparation approaches that: that addresses the way in which teachers are taught. The Louisiana Collaborative for Excellence in the more tightly link college departments Preparation of Teachers is producing future teachers of mathematics and schools of who will transform teaching practice in the state. education; Initiated with NSF funding, the Collaborative is also - include courses focusing on using funds from the Eisenhower Professional developing the background concepts Development Program to support the participation of for the rigorous mathematical content teachers in its activities. that future teachers of mathematics in grades 5-8 will teach; In the first three years of the program, over 100 demonstrate effective classroom college faculty (both mathematics faculty and practices; and education faculty) on 15 campuses across the state - involve local K-12 schools in the have been involved in the project, 69 courses for design of teacher preparation future teachers have been revamped, and requirements. approximately 20,000 future teachers have been affected. The central principle is to incorporate in the education New Initiatives in Teacher Preparation of future teachers the new methods of teaching mathematics that they will be expected to implement President Clinton has proposed a $350 million in the classroom. Examples of these methods include initiative to attract talented people of all backgrounds working in small groups on challenging problems into teaching at low-income schools across the U.S., and using technology resources such as calculators or and to improve dramatically the quality of training the Internet. and preparation given to our future teachers, with an emphasis on mathematics and reading. Under the initiative, new scholarships would help bring nearly 35,000 outstanding new teachers into high-poverty schools in urban and rural areas over the next five years. These scholarships could cover costs of tuition, room, board, and other teacher preparation expenses -- and could help fund additional preparation during the first two years of teaching. The initiative will also provide competitive five-year grants to 10-15 national lighthouse models of excellence -- institutions of higher education that operate the highest quality teacher education programs, Each institution receiving a lighthouse grant will use most of these resources to assist several other institutions of higher education improve their teacher preparation programs. helping to strengthen the preparation of future teachers at an estimated 150 institutions of higher education across the nation. 12 JAN. 2.1998 3:49PM DEPT OF ED/DEP SECY NO.143 P.20/29 V. IMPLEMENT CURRICULA, supplementary materials is more likely to be INSTRUCTIONAL MATERIALS, made at the school level. Speeding the AND EDUCATIONAL transition to more appropriate instructional TECHNOLOGIES IN CLASSROOMS materials, while tying in professional development for teachers, will have a The TIMSS results showed that the content significant impact on student achievement. of curricula and instructional materials used in U.S. classrooms in the middle school Open CESAME! years in 1995 differed from those in high performing countries in significant ways. Northeastern University's Center for the Enhancement of The content taught in most U.S. eighth-grade Science and Mathematics Education (CESAME). through mathematics classrooms would be found in its Statewide Implementation Program (SIP). demonstrates how school districts can successfully the seventh grade in high-performing nations. implement challenging standards-based instructional Our low expectations for student performance materials. Through a contractual agreement, the project are also shown by the fact that only about 25 provides districts in Massachusetts with multi-year percent of U.S. eighth grade students are funding, technical assistance, professional development enrolled in algebra courses, while in high- guided by curriculum developers, and linkages to performing nations virtually all students have statewide reform efforts. SIP also conducts research to the opportunity to master the foundations of determine the most effective model for disseminating algebra and geometry by the end of eighth such materials. Throughout, SIP works to make districts grade. accountable by collecting data and continually focusing on achieving a sustained, high-quality materials In addition, TIMSS noted that middle school implementation. mathematics materials covered more topics Funded by the National Science Foundation's Teacher and were less focused in the U.S. than in Enhancement program. SIP provides expertise in leading countries. For example, typical implementing high quality materials to any American eighth grade mathematics textbooks Massachusotts district engaged in mathematics and in 1995 covered as many as 35 major topics science reform, and leads one of the five regional centers compared to as few as 10 such topics in of the Massachusetts Statewide Systemic Initiative (SSI). Japanese textbooks, leaving little time for This five-year project. funded for over $4.4 million, has teaching for student mastery and depth of leveraged an additional $3.8 million in cost-sharing understanding. from district funds. Northeastern University, and the Noyce Foundation. New, comprehensive mathematics instructional materials, linked with high To assist schools, districts, and States in standards for mathematical content and choosing and implementing effective pedagogy and aligned with the NCTM curricula and instructional materials for standards, are now emerging from mathematics in grades 5-8, the National development and reaching the market. These Science Foundation and the Department of materials provide a range of different Education will: approaches to classroom instruction, while focusing on 15 or fewer topics per year. Encourage and support coordinated efforts aimed at: Supplementary materials can permit teachers - purchasing new instructional to tailor instruction to particular classrooms, materials geared to rigorous facilitating the transition to new curricula. standards; They can be particularly helpful in taking providing high quality professional advantage of new and emerging learning development connected to technologies and in providing examples from implementation of new materials; and real life for new concepts. employing highly skilled mathematics specialists who are prepared to teach Selection of comprehensive curricular the new materials and guide others in materials usually takes place at the district or their implementation. even the State level, whereas the choice of 13 JAN. 2.1998 3:50PM DEPT OF ED/DEP SECY NO.143 P.21/29 Each of these, for example, would be Eisenhower Regional Consortia for eligible for use of Title I funds, and could Mathematics and Science Education be part of the coordinated plans described in applications for the planning grants The mission of the ten Eisenhower Regional discussed above. Consortia is to provide a field-based national infrastructure for systemic improvement of science Develop and disseminate guides to help and mathematics education. Projects provide interested schools and school districts information on curriculum, assessment, and teaching select instructional materials and software practice; conduct workshops and training; and serve as most appropriate for their local needs and advisors to the field. undertake the necessary steps to effective implementation. This effort will include One example of the work of the consortia is the 1996 reviews of instructional materials and publication by the WestED consortium of Tales software designated by experts as From the Electronic Frontier. This is a collection of promising or exemplary. ten teachers' narratives regarding their use of the Internet to enhance science and mathematics Provide technical assistance for schools instruction and create opportunities for their own professional growth. The accounts describe using and school districts in putting new mathematics instructional materials to this resource for project-based learning, for making abstract scientific principles more concrete, and for work in the classroom. NSF-supported promoting deeper understanding. Each story provides curriculum implementation sites dedicated information on related resources and programs. and to mathematics materials for grades 5-8 concludes with a section of questions and issues to will work with broader technical stimulate further thought and discussion. assistance providers, including the Department's Eisenhower Regional "Hoop Happenings" is the tale of a mathematics Consortia and National Clearinghouse, as communication project between students at the Drexel needed. Hill School in Philadelphia, Pennsylvania, and senior education majors at Iowa State University. During Provide teachers and other educators with their teaching methods class for elementary information on how they might use mathematics, each student at Iowa State is paired with assessment in planning instructional a group of students at the elementary school in improvement strategies. These materials Philadelphia with whom she interacts (via e-mail) will include information on how best to over a math problem she defines each week. The use results from the voluntary national interactive discussion provides the education majors mathematics test -- to interpret them to with insight into children's thinking: for the children students and parents, place them in the project strengthens their abilities to solve appropriate context, and improve problems and to discuss their problem solving mathematics instruction. approaches. Tales can be found on WestED's www site at Seed research and development of http://www.wested.org/tales. powerful models for integrating technology into classroom practice and informal learning environments. This Continue competitive support for the will include support for critical expansion development of supplementary materials, and evaluation efforts preceding with new priority for efforts aimed at commercialization of these models. K-8 mathematics in grades 5-8, to assist mathematics will be a high priority in the schools and districts in making the near term. transition to standards-based comprehensive materials. 14 JAN. 2.1998 3:50PM DEPT OF ED/DEP SECY NO.143 P.22/29 While several other Federal agencies have Each of these efforts could make new types long worked to support educational of materials and capabilities possible in the improvement efforts, in the past, few other future. Activities that enable students to agencies have contributed to the development achieve to high standards play an important of standards-based instructional materials in role in all these Federal activities. mathematics and science. This is changing, and there are significant contributions that other agencies can make in this area, NASA's Mission Mathematics consistent with their primary missions. The development of supplementary materials with The recent production of "Mission Mathematics" by mission-oriented situations that generate real- NASA demonstrates how an agency can base its life problems and the delivery of such educational work on national standards. These three materials through technology are key volumes of problems and activities are the potential contributions. descendants of NASA's first mathematics curriculum supplement, "Space Mathematics: A Resource for Agencies will work in cooperation with Teachers," published in 1972. That popular title was NASA and NCTM to develop standards- updated repeatedly over the years. "Mission based materials along the lines of Mathematics," however, is totally revamped to accord NASA's "Mission Mathematics." These with national standards. Indeed, the subtitle is now materials illustrate the use of mathematics "Linking Aerospace and the NCTM Standards." The in engaging, real world examples related three volumes are divided into K-6, 5-8, and 9-12, and to the agency mission. the contents of each are keyed not only to NCTM's curriculum standards, but also to those for teaching The Department of Education is chairing and for student assessment. Examples of activities a Federal Government-wide working include calculating orbits, collecting and analyzing group that has already begun to promote specimens, and planning for spaceflight needs. and develop -- and make it easier for teachers and others to find -- high-quality This linking to standards was accomplished by educational materials, including making "Mission Mathematics" a joint project of instructional units and related materials, NASA and NCTM. Writing teams included teachers, for use on the Internet. This group's role supervisor, and university professors working in is to take the rich informational resources consultation with NASA representatives. Their drafts of organizations such as the Census were field-tested by classroom teachers and reviewed Bureau or the U.S. Geological Survey, by NCTM's Educational Materials Committee. The and make them easier for teachers and results are attractive and modestly priced, with others to find and use. The first priority publicity, marketing, and distribution through will be to identify materials that support NCTM's established network. teaching of challenging mathematics. The Departments of Defense and Education and the National Science Foundation are leading an interagency review of Federal activities related to research in learning technologies in order to establish effective practices for their use. 15 JAN. 2.1998 3:50PM DEPT OF ED/DEP SECY NO.143 P.23/29 VI. BUILDING PUBLIC Saturday Schools Provide Tutoring Boost UNDERSTANDING AND SUPPORT. The George B. Thomas Sr. Learning Academy Inc. American students should leave eighth grade (known as Saturday School), with modest support prepared to pursue the higher-level from the National Science Foundation, has provided mathematics and science courses that are the free tutoring and mentoring to minority students in gateway to college, good citizenship, Montgomery County (MD) for nearly 11 years. productive employment, and lifelong Spearheaded by members of the Mu Nu chapter of the learning. In realizing this vision, it is Omega Psi Phi fraternity, the program began in a essential that educators, parents, the broader public housing community's day-care center, but is community, and students themselves now located at Sherwood High School (Olney, MD) understand what high standards in and Springbrook High School (Silver Spring, MD). mathematics look like, why they are important, and how they can work to achieve About 180 students and 100 thitors-engineers, them. This outcome requires activities and mathematicians and others (including high school information that reinforce the classroom students fulfilling Maryland's community service experience and convey the importance of graduation requirement)--are registered at the centers; mathematics achievement. Such activities there is often a waiting list of pupils because there should draw on the support of parents, the aren't enough tutors. Saturday School views itself as professional community of mathematicians, a partner with the students' schools; principals refer scientists, and engineers, business, students to the program and teachers advise tutors on academia, and the broader public. where students need help. Montgomery County Public Schools contributes classrooms, supplies, and This section of the action strategy includes training for tutors and parents. The sessions last 2 or two complementary elements. The first more hours; tutors work with students on a wide consists of efforts to make high standards range of mathematical topics and help students fully and clearly understood. If parents and prepare for the Scholastic Assessment Test. Parental students and teachers don't know where they participation is required; about one-fifth of the parents should be headed -- what they agree students tutor, with the remainder providing support and should know and be able to do -- it is hard to assistance in other ways. pull together to get there. Schools must have a clear sense of what they are doing and be able to communicate effectively with parents The Department of Education, the National as well as work to invite active parental Science Foundation, and other Federal participation. agencies will foster the partnerships by promoting a national dialogue on improving The second element builds on the first mathematics, acting as a clearinghouse for through partnerships that bring together the information and proven approaches to action, many groups that can contribute to helping helping partners to develop exemplary students achieve high standards in materials that can be used in their State and mathematics. These partnerships will elevate local efforts, and mobilizing staff and the importance of mathematics achievement resources to support local partnership efforts. and provide clear avenues through which Effective partnerships must build upon and interested members of the mathematics, complement what goes on in the schools. science, engineering, business and education Thus, teachers and school administrators communities, as well as parents and must be vital participants, either formally or interested citizens, can contribute to efforts to informally. raise mathematics achievement. 16 JAN. 2.1998 3:51PM DEPT OF ED/DEP SECY NO. 143 P.24/29 In order to support these strategies, the Develop printed and Internet-based Department of Education and the National supporting materials as guides for Science Foundation have taken the initial volunteers; and steps to move forward on the Public Understanding and Engagement Mathematics Initiative, an activity Encourage highly visible local and designed to create a large-scale, national national events and activities that engage public education effort that is coupled with the community. extensive opportunities for active engagement of students, parents, and the larger In other activities designed to build public community in the support of mathematics understanding, the Department and the education. Foundation will: Collectively, the projects selected through Sponsor a national convocation on middle this initiative will: school mathematics to initiate a continuing dialogue on: Use simple and compelling messages to tell the public what middle school - what we should expect our students students should know and be able to do to be able to achieve in mathematics in mathematics, illustrating the points by eighth grade and beyond; through sample problems and student - exemplary practices in professional work; development, curricula, instructional materials, and technologies; and building partnerships for parental Emphasize important mathematics and involvement and community support interesting problems that engage both to help students meet high middle school students and the public; expectations. Illustrate the relevance of achievement in Seed the continuing national dialogue by challenging mathematics to success in providing a wide variety of sample items college and a wide range of careers; illustrating the level of expectations set in State and national standards, examples of student work, and information on Create well-designed products that will curricula, instructional methods and engage the public in doing mathematics; technologies that support high standards. Target a variety of media through a plan Create an easy-to-use mathematics Web for disseminating the products; site providing information on national standards; standards-based instructional Support active partnerships to engage units for teachers; information on the parents and the community, including national test, including sample problems those with professional organizations, and examples of student solutions; and all scholarly societies, colleges and college the other materials developed or identified students, and the business sector; as part of this action strategy. Mobilize adult volunteers to assist students in a variety of settings (for example, summer, after-school, and weekend programs; contests); 17 JAN. 2.1998 3:51PM DEPT OF ED/DEP SECY NO. 143 P.25/29 Additional partnership activities will take Encourage and support efforts by advantage of connections the Department and business and professional organizations the Foundation maintain in the course of their 10 use the Internet as a new tool for on-going work. The agencies will: providing on-going tutoring, homework help, and motivation to students. Facilitate the connection of national organizations having interests in helping Challenge colleges and universities to to raise levels of achievement in partner with middle and high schools to mathematics and science (for example, help ensure that students know what it professional societies of mathematicians, takes to go to college and that they have scientists, and engineers) with State, local access to a rigorous college preparatory and community-based organizations mathematics curriculum. having similar purposes. VII. CONCLUSION Develop systematic mechanisms for the headquarters and field offices of relevant The time is ripe for a concerted effort to Federal agencies to participate in the improve the achievement of U.S. students in partnerships. mathematics and science. Recent results from international testing have raised the consciousness of the American public about The Department of Energy's STEM the importance of establishing and meeting Initiative high standards in mathematics and science. As the test results have made clear, too many DOE plays an important role in science education due of our schools are failing to provide the especially to its premier national laboratories, which instructional experiences that will enable our have a history of staff working in cooperation with students to achieve at the levels we should the Nation's education system and other agencies. By expect from them. opening DOE's laboratories to students and teachers, agency staff offer hands-on research opportunities and By focusing our immediate attention on technical support for developing Internet and other improving performance for middle school technical tools to enhance educational experiences. mathematics, we will be able to give local, The Department is in the process of creating a State, and Federal educational agencies a National Energy Laboratory Research Participation target for action that is substantive, timely, Program that will coordinate such activities across all and sufficiently constrained that it is DOE laboratories. reasonable to anticipate progress. As well as addressing an area of current concern, we can Among the Department's goals for science, develop models for future action across technology, engineering and mathematics education, disciplines and grades. two are particularly relevant to this action strategy: Develop Internet based education technologies for The interagency cooperation stimulated by the elementary through college students and faculty; effort to produce this action strategy should and have a lasting impact on the effectiveness of Enhance DOE's community outreach activities Federal programs and activities that support for education at its R&D facilities and sites. improving achievement in mathematics and science education. In addition to bringing the DOE strongly supports the revitalization of two agencies with the most extensive educational activities consistent with its energy and programming in this area together, the effort defense missions. An effort is underway to coordinate spurred further contact with other potential the use of DOE resources in promoting the public's Federal partners, both those that have a understanding of science and ensuring a diverse tradition of strong presence in mathematics workforce for the Nation's science and technology and science education and those that are new infrastructure. to such efforts. 18 JAN. 2.1998 3:52PM DEPT OF ED/DEP SECY NO.143 P.26/29 The effort has been particularly timely in A New Federal Education Partnership view of the growing interest among Program mathematicians, scientists and engineers, and at the Department of Transportation business and professional organizations in helping K-12 schools to improve the Magnetic levitation trains. highways that provide performance of their students in mathematics constant updates on traffic conditions ahead and and science. The Department of Education, geopositioning satellites that enable travelers to with its links to State and local education determine where they are anywhere on earth at any agencies and community groups, and the time: these are transportation "dreams" well on their Federal science and technology agencies, way to becoming realities. Such dreams can lead to with their ties to mathematicians, scientists, highly-paid jobs for those with the appropriate skills. and engineers and their national professional Too many students, ill-prepared for such jobs, must organizations, can help make important leave the dreaming to others. connections to spur the development of effective partnerships. Through the new Garrett A. Morgan Technology and Transportation Futures Program, the Department of But the action strategy is only the beginning Transportation (DOT) will stimulate public-private of the effort. The interagency cooperation partnerships to help students and their families must continue and move to the substantive understand the importance of mathematics and science agenda of implementation. The Department for future careers and to make math and science of Education and the National Science relevant and exciting for students inside and outside Foundation are committed to meeting the the classroom. Such partnerships will encompass challenge of continuing cooperation so that interagency collaboration, government-industry their programs work in concert. They will cooperation and community involvement. Sample enable the development of appropriate activities include: mechanisms to keep other agencies and the professional scientists, mathematicians and With the Department of Education and its engineers with whom they work actively business and community partners, encouraging involved in improving achievement in the transportation community to participate in mathematics and science education. Perhaps the America Goes Back to School program, to most importantly. they will keep the goal of build support for mathematics, science, and raising the achievement of all American technology achievement. students in mathematics and science at the Helping to change public perceptions about the forefront of their attention at a time when a importance of studying mathematics and science strong foundation in mathematics and science by creating awareness of the wide variety of for all students has never been more exciting jobs in transportation that require those important. skills. Building upon DOT's 300+ adopted schools to provide mentors, tutors, career information, and other forms of support for math literacy; Encouraging staff to support student mathematics achievement in their local communities, by supporting summer, after-school and weekend activities that help students learn or by serving as "telementors," helping students with homework over the Internet. Bringing together private sector sponsorships and expertise and nationally recognized teachers to develop exciting materials with a transportation focus for teaching mathematics, science, and technology. 19 JAN. 2.1998 3:52PM DEPT OF ED/DEP SECY NO.143 P.27/29 APPENDIX 1 PRESIDENTIAL DIRECTIVE March 6, 1997 MEMORANDUM FOR THE: SECRETARY OF EDUCATION DIRECTOR OF THE NATIONAL SCIENCE FOUNDATION SUBJECT: Preparing Students to Meet National Standards of Excellence in Eighth Grade Math and Improving Math and Science Education Since the early 1980's, U.S. elementary and secondary school students have begun taking tougher courses, and we are starting to see the results. National Assessment of Educational Progress scores have improved in math and science, with gains in mathematics equal to at least one grade level. On the SAT, average math scores are at their highest in 25 years, even as the number and diversity of test-takers have increased. However, the eighth-grade results of the 41-Nation Third International Math and Science Study (TIMSS), released this fall, show that the U.S. is below average in math and just above average in science. That isn't acceptable; in this technology-rich information era, our students need to perform much better in both subjects, but especially in math, if they are to excel at higher level math and science courses that are the gateway to college and to citizenship, productive employment, and lifelong learning. The first step in raising achievement is lifting expectations and setting high standards for what students should know and be able to do. TIMSS, our National Assessment of Educational Progress, and the standards developed by the National Council of Teachers of Mathematics give us a solid framework to build on. Last month, to help parents and teachers learn who needs help, what changes in teaching to make, and which schools need to improve, I asked the Secretary of Education to develop a voluntary national test for individual eighth-grade students based on widely-accepted, challenging national standards in mathematics. The national test will be available to states and local school districts to give to their students in the spring of 1999, and will measure whether students have reached a high level of mathematics proficiency. The primary responsibility for achieving high standards rests with students, teachers, parents, and schools in local communities across America. However, it is imperative that we work to ensure that federal resources support student success as well. We must ensure that federal programs, research, and human resources are used as effectively as possible to help improve teaching and learning. Therefore, I direct the Department of Education and the National Science Foundation, together with other agencies identified in cooperation with the Office of Science and Technology Policy and the Domestic Policy Council, to develop an action strategy for using key federal resources to assist states and local school systems prepare students to meet challenging math standards in eighth grade, and for involving the mathematics, scientific, and technical communities in support of these efforts. A1-1 JAN. 2.1998 3:52PM DEPT OF ED/DEP SECY NO.143 P.28/29 The action strategy should include recommendations for the use of federal resources to help states, local school districts and schools to improve teaching, upgrade curriculum, integrate technology and high-quality instructional materials into the classroom, as well as motivate students and help them understand how math concepts are applied in the real world. The strategy should identify significant federal programs, activities, and partnerships available to improve teaching and learning, ensure that these resources are appropriately focused on helping students reach challenging math standards, and determine how these resources can best support state and local reforms. In developing this strategy, the inter-agency group should review the current status of improvements in math education, and identify and address critical areas of need, drawing on research and input from educators and professional organizations. Because teaching and learning in math and science are so integrally related, and because success in both subjects is vitally important in this information era, the working group should also review how federal resources and partnerships with other organizations can help improve student achievement in science. The working group should make its recommendations and submit its action strategy to me within 90 days. WILLIAM J. CLINTON cc: ASSISTANT TO THE PRESIDENT FOR DOMESTIC POLICY ASSISTANT TO THE PRESIDENT AND DIRECTOR OF THE OFFICE OF SCIENCE AND TECHNOLOGY POLICY A1-2 JAN. 2.1998 3:53PM DEPT OF ED/DEP SECY NO.143 P.29/29 APPENDIX 2 Voluntary National Tests in Reading and Math: A Strategy to Master the Basics and Reach High Standards Clear standards of achievement are essential to help instill the skills, American values, and encouragement for hard work that our children need to succeed in school and in life. Toward that end, meaningful standards for what students should be expected to learn and achieve in the basic subjects of reading and mathematics are critical. Reading well by grade 4 and mastering mathematics -- including the foundations of algebra and geometry -- by grade 8 are the gateways for further learning and achievement. Parents need to know that students have mastered the basics no matter where they live or move in this country. And they have the right to know how well their children are doing compared with students in other schools, states, and countries. To help give parents this information, the U.S. Department of Education is offering every state and school district the opportunity to use voluntary national tests of 4th grade reading and 8th grade mathematics, beginning in 2000. These rigorous tests will provide parents, for the first time, scores for individual students, measured against widely accepted national and international standards of excellence. Each year, all test items will be released so that parents, teachers. and students can review all aspects of performance, giving states, local communities, teachers and parents the kind of accurate information they need to help students master basic and advanced skills and strengthen academic performance. Most importantly, the tests can galvanize a national effort to improve the odds for students and help ensure that all students master reading and mathematics. The tests will be modeled on the National Assessment of Educational Progress (NAEP) in 4th grade reading and 8th grade mathematics, and in the case of mathematics will be linked to the Third International Mathematics and Science Study. The NAEP standards reflect a national consensus of what students should know and be able to do when they reach these crucial stages of learning. The current NAEP is designed to assess how well a sample of students across the entire nation and individual states perform in reading and mathematics. A very small percentage of students participate in NAEP, and no parents know how their own children do on this test. In contrast, the voluntary national tests will provide students, parents, and teachers with meaningful scores to compare individual student performance to widely accepted national and international standards and to identify students and schools that need extra help. These standard measures of excellence will help parents hold schools accountable for improved performance, help teachers and principals improve curriculum and instruction, and give students a guide for charting their own progress. The National Assessment Governing Board (NAGB) is responsible for the development of the tests. NAGB is a bipartisan, independent board created by Congress to oversee the NAEP. NAGB will seek guidance in test development from a wide range of sources, including the most successful mathematics and reading teachers, parents, governors, and local and state education, civic and business leaders. Individual test scores will not be collected by the federal government; state and local school districts will decide how to use the data. Each test will require approximately 90 minutes of total testing time. States and school districts can administer the tests as part of their local testing programs. A2-1 DEC-31-1997 12:48 NSF-DIRECTORS OFFICE 703 306 0109 P.01/03 AMERICAL SCIENCE ON National Science Foundation Office of the Director 4201 Wilson Boulevard Room 1205 Arlington, Virginia 22230 Phone: 703-306-1018 Fax 703-306-0109 Date: 12/31/97 To: BILL KINCAID Fax No.: 202-456-5581 From: JUDY SUNLEY Pages: 3 (Including Cover Sheet) Comments: AS PER OUR PHONE CONVERSATION. Please call the number above if you experience transmission problems. DEC-31-1997 12:48 NSF-DIRECTORS OFFICE 703 306 0109 P.02/03 SC: ESR program others NATIONAL SCIENCE FOUNDATION 4201 WILSON BOULEVARD ARLINGTON, VIRGINIA 22230 OFFICE OF THE ASSISTANT DIRECTOR December 11, 1997 FOR EDUCATION AND HUMAN RESOURCES Mrs. Yvonne W. Larsen President, California State Board of Education 721 Capitol Mail, Room 532 Sacramento, CA 95814 Dear Mrs. Larsen: California appeared poised to make an important contribution to the national discussion regarding the appropriate balance of mathematical problem-solving, procedural skills, and critical thinking with the September, 1997 proposal of the Commission for the Establishment of Academic Performance and Content Standards. Instead, the decision last week by the California State Board of Education, with little or no public input, to adopt alternative standards vacates any serious commitment to elevating problem-solving and critical thinking skills in K-7 mathematics standards. The Board action is, charitably, shortsighted and detrimental to the long-term mathematical literacy of children in California. The wistful or nostalgic "back-to-basics" approach that characterizes the Board standards overlooks the fact that the approach has chronically and dismally failed. It has excluded youngsters from engaging in genuine mathematical thinking and therefore true mathematical learning, and has produced a disproportionately mathematically illiterate citizenry. The National Science Foundation currently maintains a portfolio exceeding $50 million in awards to six public school systems in California (East Side Union, Fresno, Los Angeles, Oakland, Paramount, San Diego). These districts are undertaking systemic initiatives to offer their students much greater opportunities to learn and achieve in high-quality, rigorous, mathematics and science. These awards, though only moving into their second and third years of implementation, are beginning to stimulate significant gains in mathematics and science achievement. A growing body of research also shows significant learning gains elsewhere. You must surely understand that the Foundation cannot support individual school systems that embark on a course that substitutes computational proficiencies for a commitment to deep, balanced, mathematical learning. We view the Board action in California with grave disappointment and as a lost opportunity for the cities we support indeed, for the entire state. We have followed the debate closely. We Telephone (703) 306-1600 FAX (703) 306-0399 DEC-31-1997 12:49 NSF-DIRECTORS OFFICE 703 306 0109 P.03/03 obviously share your stated interest in improving the rigor of the mathematics instruction in the state. We disagree, decisively, with the Board's decision to systematically remove components from the standards that focus on problem solving and other elements of the rigorous and powerful use and learning of mathematics. Sincerely, Luther S. with Luther S. Williams Assistant Director cc: Delaine Eastin Superintendent for Public Instruction TOTAL P.03