Lunenburg County Public School Budget

Transcription

1 Lunenburg County Public School Budget Prepared by: Charles M. Berkley - Division Superintendent & James M. Abernathy - Assistant Superintendent of Finance & Operations

2 The Budget: Is a working document that clearly reflects the mission and goals of the school division and this budget is part of our on-going efforts to be open and transparent. Addresses personnel, programs, professional development, etc. leading to successful implementation to deliver the results stated in our goals. Has proposed revenues that we can anticipate: State, Federal, and Local contributions.

3 Mission Statement The mission of the Lunenburg County Public Schools is to provide a quality individualized education while challenging each student to reach his/her ultimate unique abilities, talents, and aspirations We are dedicated to enabling all students to become effective, productive, and contributing citizens in our competitive global society

4 Vision Statement Each student is to be provided opportunities to reach his/her highest level of achievement and potential. The school division involves communities, families, and parents actively along the path to be dedicated to the success of each and every student.

5 Code of Virginia Powers and duties. A school board shall: 1. See that the school laws are properly explained, enforced and observed; 2. Secure, by visitation or otherwise, as full information as possible about the conduct of the public schools in the school division and take care that they are conducted according to law and with the utmost efficiency; 3. Care for, manage and control the property of the school division and provide for the erecting, furnishing, equipping, and no instructional operating of necessary school buildings and appurtenances and the maintenance thereof by purchase, lease, or other contracts; 4. Provide for the consolidation of schools or redistricting of school boundaries or adopt pupil assignment plans whenever such procedure will contribute to the efficiency of the school division; 5. Insofar as not inconsistent with state statutes and regulations of the Board of Education, operate and maintain the public schools in the school division and determine the length of the school term, the studies to be pursued, the methods of teaching and the government to be employed in the schools; 6. In instances in which no grievance procedure has been adopted prior to January 1, 1991, establish and administer by July 1, 1992, a grievance procedure for all school board employees, except the division superintendent and those employees covered under the provisions of Article 2 ( et seq.) and Article 3 ( et seq.) of Chapter 15 of this title, who have completed such probationary period as may be required by the school board, not to exceed 18 months. The grievance procedure shall afford a timely and fair method of the resolution of disputes arising between the school board and such employees regarding dismissal or other disciplinary actions, excluding suspensions, and shall be consistent with the provisions of the Board of Education's procedures for adjusting grievances. Except in the case of dismissal, suspension, or other disciplinary action, the grievance procedure prescribed by the Board of Education pursuant to shall apply to all full-time employees of a school board, except supervisory employees; Perform such other duties as shall be prescribed by the Board of Education or as are imposed by law; 8. Obtain public comment through a public hearing not less than 10 days after reasonable notice to the public in a newspaper of general circulation in the school division prior to providing (i) for the consolidation of schools; (ii) the transfer from the public school system of the administration of all instructional services for any public school classroom or all noninstructional services in the school division pursuant to a contract with any private entity or organization; or (iii) in school divisions having 15,000 pupils or more in average daily membership, for redistricting of school boundaries or adopting any pupil assignment plan affecting the assignment of 15 percent or more of the pupils in average daily membership in the affected school. Such public hearing may be held at the same time and place as the meeting of the school board at which the proposed action is taken if the public hearing is held before the action is taken. If a public hearing has been held prior to the effective date of this provision on a proposed consolidation, redistricting or pupil assignment plan which is to be implemented after the effective date of this provision, an additional public hearing shall not be required; 9. (Expires July 1, 2015) At least annually, survey the school division to identify critical shortages of teachers and administrative personnel by subject matter, and report such critical shortages to the Superintendent of Public Instruction and to the Virginia Retirement System; however, the school board may request the division superintendent to conduct such survey and submit such report to the school board, the Superintendent, and the Virginia Retirement System; and 10. Ensure that the public schools within the school division are registered with the Department of State Police to receive from the State Police electronic notice of the registration or reregistration of any sex offender within that school division pursuant to (Code 1950, 22-72, 22-97; 1954, cc. 289, 291; 1956, Ex. Sess., c. 60; 1959, Ex. Sess., c. 79, 1; 1966, c. 691; 1968, c. 501; 1970, c. 71; 1971, Ex. Sess., c. 161; 1972, c. 511; 1975, cc. 308, 328; 1980, c. 559; 1985, c. 8; 1987, c. 402; 1991, cc. 553, 668; 1994, c. 596; 1996, cc. 485, 790, 798; 1997, c. 382; 2004, c. 563; 2006, cc. 857, 914; 2009, c. 459; 2013, cc. 588, 650.)

6 Goals High Quality Instruction High Quality Professionals Safe and Orderly Learning Environment Innovative and Cutting Edge Technology Family and Community Engagement

7 FY Priorities Goal 1:High Quality Instruction Evaluate instructional initiatives and align funding to deliver a rigorous, relevant instructional program for all students. Provide each student with an engaging learning environment that promotes college and career readiness skills which support critical thinking, innovation, creativity, collaboration, and communication.

8 Budget Priorities cont. Goal 2:High Quality Professionals Re-establish competitive salaries and benefits to support our ability to recruit and retain a highly qualified workforce. Invest in ongoing professional development to maximize employee job performance. Maintain an initiative that We Grow Our Own Program which we produce educators & staff from within our county to live and work in Lunenburg.

9 Priorities cont. Goal 3: Safe and Orderly Learning Environment Provide a safe, healthy, and inviting learning environment for students, staff, and the community. Address critical operational and capital needs to sustain an efficient, innovative and supportive learning environment for students, while protecting our investments.

10 Priorities cont. Goal 4: Innovative and Cutting Edge Technology Continue investing in the technological infrastructure and support systems to prepare our students for success in a globally competitive environment.

11 Priorities cont. Goal 5: Family and Community Engagement Provide families and the community with access to the necessary tools to actively engage in supporting the education of students in Lunenburg County Public Schools.

12 Data Specialist

13 Middle and high school career and technical student organization with activities and service opportunities for future educators. High school dual enrollment CTE course taken as an elective course junior or senior year. Career development and mentoring program that recruits economically challenged and culturally diverse students. Teacher Assistants Substitute teachers Current classified employees 13

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15 What Should A Budget Be? It should be a data driven document that links school spending with desired educational outcomes. Budgets are the fiscal blueprints of a school s and district priorities. A school division budget describes the division s plan for the upcoming year as related to anticipated revenues and expenditures.

16 Budget Based on Need or Want

17 CODE OF VIRGINIA Estimate of funds needed for public schools It shall be the duty of each Division Superintendent to prepare, with the approval of the School Board, and submit to the governing body or bodies appropriating funds for the school division the estimate of the amount money deemed to be needed during the next fiscal year for the support of the public schools.

18 SEON FY18 Revenue Changes GENERAL ASSEMBLY ADOPTED - FEB 2017 State Sales Tax ( 73,134) Other State Revenue 355,569 Federal Funds (Title I) (266,799) Less 1-time County Funding (156,268) Total Revenue Decrease GF (140,632) Grant Funds Self-Sustaining Decrease in anticipated grant award budgets No local taxes required Textbook Fund New for FY18 hold restricted funds for textbook related expenses School Nutrition Fund No significant changes

19 SEON FY18 Projected Revenue Summary STATE SALES TAX $ 1,776,198 OTHER STATE FUNDS $ 9,397,339 COUNTY FY17 $ 3,250,233 LOCAL FEES $ 185,640 TOTAL GENERAL FUND $14,609,410 GRANT FUND $ 1,222,464 SCHOOL TEXTBOOK FUND $ 161,804 SCHOOL FOOD FUND $ 915,531 TOTAL SCHOOL FUNDS $16,909,209

20 FY18 SEON REVENUE CHART All Funds FY18 SEON REVENUE ESTIMATE Sales Tax, 1,776,198, 11% County, 3,289,616, 19% Local, 468,724, 3% FY17 Level Federal, 1,842,609, 11% State, 9,532,062, 56% ALL FUNDS TOTAL = $16,909,209 FUNDING GAP = $794,785

21 SEON FY18 Position Changes ADDITIONAL STAFFING 9.0 FTE $471,073 1 st GRADE VES SPECIAL ED - VES 5 TH GRADE KES SPECIAL ED LMS SPECIAL ED CHS INSTRUCTION DATA SPECIALIST INSTRUCTION ADMIN ASSISTANT MAINTENANCE WORKER CLERICAL FISCAL SERVICES

22 SEON FY18 - Position Turnover RETIREMENTS & VACANCIES TURNOVER ELEM TEACHER ELEM GUIDANCE COUNSELOR ELEM NURSE LMS MATH & ENGLISH TEACHER 1.0 LMS GUIDANCE COUNSELOR 1.0 CHS SPECIAL ED TEACHER BASELINE STAFFING ADJUSTMENT $(940,601)

23 SEON FY18 Other Expenditure Changes School Bus Replacement $ 77,000 Replace 10 HVAC Units $100,000 Instructional Materials 4 Schools $ 10,000 Drain Field Repair SBO $ 5,000 Lead Teacher Stipends $ 4,000 Head Custodian Stipend $ 1,000 Telecommunications $ (260) Add. bandwidth & reduce long distance Total Other Expend Changes $ 196,740

24 SEON FY18 Salary/Benefit Changes Salary Adjustment 2.0% $231,210 EMPLOYEE BENEFIT FACTORS State Retirement Rate Increase $236,856 From 14.66% to 16.32% = 11.3% increase State Group Life Rate Increase $ 18,888 State Retiree Health Care Credit $15,788 increase in rate Health 12.6% est. $263,297 Increase in participation + Rate increase

25 Insurance Savings Workman s Compensation Insurance From: Annual Premium- $53,884 To: VACORP- $39,240 SAVINGS.$14,644 Student Accident Insurance including Catastrophic Accident From: Scholastic Insurers- $17,187 To: VACORP- $11,399 Savings.$5,789 Health Insurance for Employees From: Local Choice-$2,251,272 (19% increase) To: United HealthCare- $1,974,562 (12.6% increase) Savings. $276,710 difference in % increases Total Savings. $ 301,650

26 The Perfect Storm Lower state funding increases due to lower enrollment Lower state funding due to their revenue forecast Increase in the Employer professional (teacher) VRS rate Increase in Health Insurance rate due to inflation and health claims Mandatory cost increases in Health Insurance and VRS are significantly outpacing any increases in state or local funding Student demographics with greater needs warrant additional resources Growing shortage of qualified and desired candidates for employment in the public education field

27 Major Budget Drivers Mandatory Costs VRS Salary Increases Quality Education for All Students which Align with our Mission/Vision Plans Compliance (SPED) Health Care

28 SEON FY18 Expenditure by Category Instruction $ 10,765,484 Administration/Attend & Health $ 843,715 Transportation $ 1,042,931 Operation & Maintenance $ 1,524,525 School Nutrition Services $ 55,274 Facilities $ 100,000 Debt/Transfers $ 380,000 Technology $ 692,267 Total General Fund $ 15,404,196

29 FY18 Superintendent's Estimate Of Needs (SEON) Facilities, 100,000, 0% School Nutrition Services, 970,805, 5% Operations &Maintenance, 1,524,525, 9% Debt/Transfers, 380,000, 2% Technology, 692,267, 4% Transportation, 1,042,931, 6% Admin/A&H, 843,715, 5% Instruction, 12,149,752, 69% ALL FUNDS TOTAL = $17,703,995 FUNDING GAP = $794,785

30 SEON FY18 Expenditure by Fund General Fund $ 15,404,196 Special Revenue Fund $ 1,222,464 Textbook Fund $ 161,804 School Nutrition Fund $ 915,531 TOTAL SCHOOL FUNDS $17,703,995 or 3.6%

31 SEON FY18 Resource Gap GENERAL FUND REVENUE $ 14,609,410 EXPENDITURES $ 15,404,195 GAP ($ 794,785) GRANT FUND REVENUE $ 1,222,464 EXPENDITURES $ 1,222,464 TEXTBOOK FUND REVENUE $ 161,804 EXPENDITURES $ 161,804 SCHOOL FOOD SERVICE FUND REVENUE $ 915,531 EXPENDITURES $ 915,531

32 SEON FY18 Salary Adjustment Cost per 1% of Salary Adjustment Salary - $ 91,710 Benefits - $ 22,980 Total - $ 115,690

33 Mandated SPED Costs $ 2,262, Special Education costs. This comes directly from our SPED M.O.E. that is mandated through State and Federal Programs.

34 Educational Costs Through S.V.C.C. Gifted- $80, CTE- $72, Dual Enrollment- $13, Regular Instruction- $59, Total Educational Costs for = $225,887.34

35 Capital Improvements Paving & Sealing of the Parking Lots. ( Paving cost per sq. ft. $1.20 & sealing cost per sq. ft. >20 ) Sealing of lots-$33,500. & paving of lots $220,000. HVAC Units at KES &VES. ( $ 8,000.ea.) Painting of VES Roof/Gutters. (?) Sidewalk Replacement. $18,000. Central s Football Field &Track Improvements/Repair. ($100K) Vehicle Replacement ($25,000.)each

36 Technology Needs $200, in additional funding to provide technology support / needs for the School division.

37 Transportation Needs School Buses- we are in need of 4 buses and 1 van for transporting students now due to the age/condition of current vehicles. If we look to place seatbelts on buses you are looking at an additional $8-10,000/bus with the probability of having to hire a bus monitor which adds additional $12-15,000

38 Salaries? We are over $7,000 behind the National average and 4 steps behind currently in the county with salary structure. This adds up to $523,000 to get staff near what divisions are at in the state.

39 Should the School Division/Board of Supervisors have a Capital Improvement Plan CIP? Best practice for appropriated budgets is for them to contain both operating and capital expenditures. To improve management control and planning, capital expenditures for major acquisitions or construction of facilities and equipment are usually separated from current operating expenditures and placed in a capital improvement budget. The CIP provides a forecast of the division s needs in terms of building renovations, equipment replacement, transportation, and other capital projections required to support Lunenburg Public Schools. This could be prepared by the Superintendent or his designee then reviewed and adopted by the joint boards to be placed in the regular budget process. This could be a part of the school division s CIP or for inclusion in the County s Capital Improvement Plan. These plans could cover a 5 year period and provide a forecast and guide for all entities/agencies involved in this process.

40 FY 2018 Displays Value & Appreciation of Employees Offset Health Premium Increases Rationale Behind Providing Increase in Fiscally Challenging Environment In Alignment with the State Funding Direction Employee Retention & Recruitment

41 Where Are Funds Coming From? Savings from our Retirees & replacing with lower salaries. Hopefully increase in funding from State Allocations. Carryover Funds if any (doubtful) Additional Funds from the County Allocation. Grants Savings from Consolidating Insurance & Bidding out Insurances. Other Resources?

42 What will be the results if the school board budget is not fully funded? Remove the school bus purchase= $77,000. Outdated HVAC units replacement delayed (Please understand if failure occurs we will have to come back and seek funding for this) partial replacement (5 year plan for total replacement) +$100,000/ per year. Cut the spending out to S.V.C.C.(unless funds have been designated by the State/ Federal Funding) and let the parents pick-up the payment for Gifted, Dual Enrollment, Governor's School, GED,& CTE courses.= $225,000. Employees assume even greater health care cost and less take home pay. Quality employees leaving the school district going to neighboring divisions for higher pay and better benefits. Instructional Elective Programs may have to be eliminated.

43 Future of Education in Lunenburg

44 Superintendent s Closing Remarks The budget that is proposed for FY2018 seeks to build upon our successes and addresses the budget priorities established by the school board. It is important to note that my proposal does not include all of the school division s needs. I, along with the members of the School Board, recognize the fiscal challenges our community continues to face. Therefore, our proposal only seeks to address our most critical needs as well as the increased needs driven by enrollment growth associated with the increased SPED development occurring in Lunenburg County and the mandated requirements of VDOE and the General Assembly I invite you to review our proposal budget for FY2018 and consider the value added to our community by our quality public educational system. Thank-you for your continued support. Our budget proposal also represents what is needed to maintain our current programs with the exception of JROTC, handle the increase in student enrollment that s projected for next year, and begin to address our most critical operational and capital needs. The School Board s budget priorities serve as a guide for developing our proposal. It is important to note that our proposed budget does not address all of the school division s needs. Localities are continuing to wrestle with increased fiscal pressure as the state has yet to fully restore reductions in basic aid that date back to Those reductions placed an increased burden on local governing bodies that remains a challenge today. I, along with the members of the School Board, recognize these challenges and look forward to working together with the Board of Supervisors to discuss a long-term fiscal plan that will enable us to meet our needs in FY 2018 and beyond as we continue to experience student enrollment growth locally and the needs of Lunenburg County Public Schools.

45 FY18 LUNENBURG COUNTY SCHOOL BOARD BUDGET