MURSD FY2018 Budget. Open Budget Hearing March 13, 2017

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1 MURSD FY2018 Budget Open Budget Hearing March 13, 2017

2 Goals of the FY18 Budget proposal To maintain level services for all of our students To further the district s cycle of continuous improvement To maximize efficiencies and pursue cost savings

3 The state of the district is strong Class sizes at all levels are conducive to personalized learning High Performing Schools: Ø Based upon the 2016 MCAS/Accountability Levels: ü Clough is in the 85 th percentile of all elementary schools in Massachusetts ü Memorial is in the 90 th percentile ü Miscoe Hill is in the 77 th percentile of all middle schools in Massachusetts ü Nipmuc is in the 83 rd percentile of all high schools in Massachusetts Nipmuc HS recognized in 2016 as a Massachusetts Commendation School & one of Newsweek s Top High Schools in America (college & career readiness indicators)

4 Expansion of co-curricular, enrichment & athletic opportunities for students Support for all students thru the inclusion model Purposeful use of technology integration to communicate, collaborate, & innovate A new emphasis on social-emotional learning, as evidenced by mentoring programs, updated Second Step, KCR, Wellness Weeks, etc. Robust curriculum review and revision process

5 Enrollment in the MURSD Clough Memorial Miscoe Nipmuc Out of District Total (proj) October 1, 2016 enrollment Mendon: 947 (44.34%) Upton: 1189 (55.66%)

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9 Average Class Sizes, FY13 to FY17 School Clough ES Memorial ES Miscoe Hill MS Nipmuc Reg HS

10 Proposed FY2018 Budget A $33,409,859 proposal that is a reasonable 2.47% increase from FY2017 Maintains level services Maintains optimum class sizes and builds on the district s focus on instructional improvement

11 FY18 Operational Budget Drivers Salaries Salary increases (including steps & lanes): $355,362 (1.91%) including attrition and consolidation Employee Benefits Transportation Student Services Buildings & Grounds At present, a 9.9% increase in health insurance is quoted ($268,510 increase); a 6.6% increase in Worcester County Retirement assessment ($40,310 increase); $25K decrease in unemployment 2.2% increase in Regular Transportation ($33,400 increase); 2.3% increase in SpEd Transportation ($19,000 increase) 12% increase in out-of-district tuitions ($147,410 increase); All other expenditures level $46,000 in solar credits (10.6% reduction in electricity costs); All other lines level funded, except $6,000 increase for upgraded security cameras/software

12 FY18 Operational Budget Drivers Technology Continued district support for the 1:1 Learning Program: Repairs, projectors, apps, peripherals, Airwatch ($95,700) Continuation of lease of SMARTBoards ($50,400) Continuation of desktop/laptop lease through HP (Year 2 of 4) ($125,400) Textbooks/ Instructional Supplies Second payment on K-5 mathematics program (Go Math) ($76,850) Licensing for K-4 literacy, science, and digital portfolio apps (Lexia, Mystery Science & Seesaw) ($25,000) Overall textbook line of four schools is $22,000 less than FY17, largely due to conversion to digital texts and maturation of lease payments

13 Proposed Expenditures Increase = 2.47% General'Fund'Expenditures FY2017 Budget FY2018 Proposed FY20173 FY20184 Change FY20173 FY20184 %Change State%Codes District%Leadership%&%Administration%(1000) $1,182,472 $1,163,933 ($18,539) C1.57% Instructional%Services%(2000) $18,427,673 $18,594,682 $167, % Other%School%Services%(3000) $3,120,732 $3,216,864 $96, % Operation%and%Maintenance%of%Plant%(4000) $2,634,803 $2,666,360 $31, % Fixed%Charges%(5000) $5,754,613 $6,063,433 $308, % Acquisition,%Improvement%and%Replacement%of%Fixed%Assets%(7000) $0 $0 $0 0.00% Programs%with%Other%Districts%in%Massachusetts%(9000) $1,484,977 $1,704,587 $219, % Total4Expenditures4 $32,605,270 $33,409,859 $804, %

14 Expenditures by Category- FY18 Budget 5.10% 3.48% 18.15% District Leadership & Administration (1000) Instructional Services (2000) Other School Services (3000) 7.98% 9.63% 55.66% Operation and Maintenance of Plant (4000) Fixed Charges (5000) Programs with Other Districts in Massachusetts (9000)

15 FY18 Anticipated Revenue State Aid (House I Budget) $42,860 increase in Chapter 70 ($20/student) Regional Transportation increased by $117,081 (level funded from FY17) Decrease in Net Charter Reimbursement($16,146) Total Increase: $143,525 Local Assessments MLC to Mendon increases by $183,527; MURSD requesting an additional $222,011 (2.57% increase) MLC to Upton increases by $221,400; MURSD requesting an additional $334,053 (3.21% increase) Total local assessment increase: $556,064 District Receipts $150,000 greater allocation from E & D $45,000 less allocation from revolving accounts, level allocation from Medicaid & Vision accounts Total district receipts: $650,000

16 Anticipated Revenue Increase = 2.47% Revenue&to&the&General&Fund FY2017 Budget FY2018 Proposed FY20173 FY20184 Change FY20173 FY20184 %Change State4Aid Chapter(70( $12,253,186 $12,296,046 $42, % Transportation(Reimbursement $831,934 $949,015 $117, % Net(Charter( ($78,619) ($95,035) ($16,416) 20.88% Total4State4Aid $13,006,501 $13,150,026 $143, % Local4Receipts!(not!including!debt!service) Total(Mendon(Assessment $8,655,065 $8,877,076 $222, % Total(Upton(Assessment $10,398,704 $10,732,757 $334, % Total4Local4Receipts $19,053,769 $19,609,833 $556, % District4Receipts E&D $250,000 $400,000 $150, % Vision(Program $75,000 $75,000 $0 0.00% Transfer(from(Revolving $195,000 $150,000 ($45,000) P23.08% Medicaid(Reimbursement $25,000 $25,000 $0 0.00% Interest $0 $0 $0 0.00% Misc.(Revenue $0 $0 $0 0.00% Total4District4Receipts $545,000 $650,000 $105, % Total4Revenue4to4the4General4Fund $32,605,270 $33,409,859 $804, %

17 Revenue by Source- Proposed FY18 Budget State Aid 39.36% Mendon 26.57% Upton 32.12% District Receipts 1.95%

18 Mendon4Upton4Regional4School4District Fiscal4Year420184Revenue4Budget4 FY2017 Adopted FY2018 Proposed Proposed4v.4 Adopted $4Change Proposed4v.4 Adopted %4Change Operating4Budget4 (not%including%debt) $32,605,270 $33,409,859 $804, % State4Aid Chapter(70( (additional)$25)per)student) $12,253,186 $12,296,046 $42, % Transportation(Reimbursement( (68%AFY16,(66%AFY17) $831,934 $949,015 $117, % Charter)Tuition)Reimbursement $5,358 $6,320 $ % Charter)School)Sending)Tuition $83,977 $101,355 $17, % Net(Charter(Tuition( (87)students)projected)for)FY2018) ($78,619) ($95,035) ($16,416) 20.88% Total4State4Aid $13,006,501 $13,150,026 $143, % Mendon % Minimum(Local(Contribution $6,146,129 $6,329,656 $183, % Transportation(&(Fixed(Assets((Net(of(State(Aid) $855,246 $665,093 ($190,153) A22.23% Operational(Additional $1,653,690 $1,882,327 $228, % Operational4Assessment4 (not%including%debt) $8,655,065 $8,877,076 $222, % Debt4Service Long(Term(Debt(HS(&(Miscoe(Renovation $369,616 $0 ($369,616) A100.00% Long(Term(Debt(Clough/Memorial(School $345,448 $339,447 ($6,001) A1.74% Long(Term(Debt(Miscoe(Green(Repair $72,117 $71,923 ($194) A0.27% Total4Mendon4Debt4Service $787,180 $411,370 ($375,810)?47.74% Total4Mendon4Operational4Assessment4 (including%debt) $9,442,245 $9,288,447 ($153,799)?1.63%

19 Upton& 55.66% Minimum*Local*Contribution $7,313,580 $7,534,980 $221, % Transportation*&*Fixed*Assets*(Net*of*State*Aid) $1,051,656 $834,892 ($216,764) L20.61% Operational*Additional $2,033,468 $2,362,885 $329, % Operational&Assessment& (not!including!debt) $10,398,704 $10,732,757 $334, % Debt&Service Long*Term*Debt*HS*&*Miscoe*Renovation $452,413 $0 ($452,413) L100.00% Long*Term*Debt*Clough/Memorial*School $451,852 $424,453 ($27,399) L6.06% Long*Term*Debt*Miscoe*Green*Repair $89,561 $87,690 ($1,871) L2.09% Total&Upton&Debt&Service $993,827 $512,143 ($481,684)?48.47% Total&Upton&Operational&Assessment!(including!debt) $11,392,531 $11,244,900 ($147,631)?1.30% School&District E&D $250,000 $400,000 $150, % Vision,*Sped*Tuition,*Interest $75,000 $75,000 $0 0.00% Transfers*InLRevolving*Accts $195,000 $150,000 ($45,000) L23.08% Medicaid*Reimbursement $25,000 $25,000 $0 0.00% Total&School&District $545,000 $650,000 $105, % Total&Operational&Budget& (including!debt) $34,386,277 $34,333,373 ($52,905)?0.15%

20 Target Share Consideration Staring in 2007, the State established a new funding formula one where a greater burden for financing PK-12 education would be on municipalities Target Share Contribution: establishes a goal of how much each municipality should contribute to public K-12 education, based upon two factors- ü Aggregate property values ü Aggregate ü Aggregate personal property income values levels ü Aggregate personal income levels > MRGF

21 State & Local Target Shares Overall goal in MA: municipalities cover 59% of foundation budget and state aid should cover 41% But variations exist based upon wealth of community. Exlow of Lawrence (21.57%) to high of 82.5% (148 communities, the cap) Town FY2018 Target Share Bellingham % Grafton % Hopedale % Hopkinton % Milford % Northbridge % Westborough 78.55%

22 FY18 Target Share Contributions Town Target Share % for FY18 Actual % Contrib. for FY18 Shortfall from Target Share MRGF for FY17 Additional Increment Toward MLC Mendon 73.43% 71.28% % 5.08% 0 Upton 70.85% 66.36% % 3.30% +1.00% State avg. MRGF for FY17 is 4.19% Mendon & Upton are two of 58 communities (16%) that remain below their target share for municipal contribution However, significant progress has been made! Target shares determine a community s Minimum Local Contribution (MLC) from year to year

23 MLC Increases, FY14-18: Mendon $350,000 $300,000 $337,327 $274,167 $336,636 $250,000 $200,000 $174,404 $183,527 $150,000 $100,000 $50,000 $0 FY14 FY15 FY16 FY17 FY18 MLC Inc MLC % Inc.: 6.56% 5.11% 5.97% 2.92% 2.99%

24 MLC Increases vs. Actual Assessment Increases, FY14-18: Mendon $1,400,000 $1,338,073 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $337,327 $86,985 $274,167 $165,364 $336,636 $163,433 $174,404 $183,527 $222,011 $0 FY14 FY15 FY16 FY17 FY18 MLC Inc Assessment Inc MLC % Inc.: Assessment % Inc.: 6.56% 5.11% 5.97% 2.92% 2.99% 1.25% 2.37% 18.70% 1.92% 2.57%

25 MLC Increases, FY14-18: Upton $450,000 $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 $0 $406,794 $378,242 $271,599 $221,400 $164,757 FY14 FY15 FY16 FY17 FY18 MLC Inc MLC % Inc.: 6.59% 2.54% 4.08% 5.45% 3.03%

26 MLC Increases vs. Actual Assessment Increases, FY14-18: Upton $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 $406,794 $1,415,439 $183,841 $34,636 $378,242 $348,419 $334,053 $271,599 $221,400 $164,757 FY14 FY15 FY16 FY17 FY18 MLC Inc Assessment Inc MLC % Inc.: Assessment % Inc.: 6.59% 2.54% 4.08% 5.45% 3.03% 2.18% 0.40% 16.39% 3.47% 3.21%

27 Actual Net School Spending as % of Required Spending 130% 125% 120% 115% 110% 105% 100% 95% 90% 85% 80% 120.5% 123.5% 115.4% 118.5% 118.5% 106.0% FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 Found. Budget State Avg MURSD FY10-FY16: Actual Spending from End of Year Reports; FY17: Budgeted Amounts (306 districts reporting)

28 What all of this means Reasonable class sizes Personalized learning Increased academic, co-curricular & athletic offerings for our students More opportunities in the fine & applied arts Supports/interventions in place for struggling learners Appropriate supplies/technology to improve teaching & learning More career connections for our students The ability to attract and retain highly effective educators

29 Our Vision The Mendon-Upton Regional School District will be a model regional school community known for excellence, innovation, and continuous improvement.

30 Key Upcoming Dates Date mid-april May 5 May 6 mid-may post July 1 Event House Budget Released Upton Annual Town Meeting Mendon Annual Town Meeting Senate Budget Released FY18 Budget Finalized