Community Budget Forum SFUSD Budget Basics. SFUSD s Overall Goals. May 2, /2/13. Achievement: Engage high achieving, joyful learners

Transcription

1 Community Budget Forum SFUSD Budget Basics May 2, SFUSD s Overall Goals Achievement: Engage high achieving, joyful learners Student Success Access and Equity: Make social jusace a reality Accountability: Keep our promises to students and families 2 1

2 Our Focus 3 District- Wide Strategies for Improvement Access and Equity Achievement Student Success Accountability 1. TransiAon to the Common Core State Standards by Build capacity for use of student data using a robust data system 3. Different levels of central office supports for different schools needs 4. Provide schools with qualified teachers by building professional learning systems 5. Provide Aered levels of services to support all students 6. Provide students with disabiliaes specially designed instrucaon in the least restricave environments 7. Create a preschool through third grade framework and ensure students graduate high school College and Career Ready 4 2

3 Guiding Principles for Budget Development Fight for long- term solulons - The SFUSD community can lead the call for systemic change to fund schools adequately Consider students with the highest need Allocate resources and services to students based on their academic needs PrioriLze services directly impaclng achievement Focus on strategic prioriaes Be willing to change the status quo Reduce investments that haven t shown enough results and focus resources on research- based iniaaaves Plan thoughoully Consider short- and long- term impact of decisions and how other funding sources can help Keep SFUSD financially healthy maintain solvency, avoid state takeover and survive to see be[er Ames ahead Engage the community Provide meaningful opportuniaes for stakeholders to inform budget decisions at schools and at the district level 5 SFUSD Tiers for Support As need increases, so does support Superintendent s Zone Intensive Support Strategic Support Challenge Schools 6 3

4 How Schools are Funded Public schools get most of their money from the State. The largest source of funding is the Revenue Limit, which is based on the number of students that a[end school (Average Daily A[endance). The Revenue Limit plus several other state and local sources make up the Unrestricted General Fund. 7 How Schools are Funded (cont.) The district also receives restricted revenues from state, federal and local sources (funds that are limited in their use by regulaaons or statutory rules), such as: Ø Student Nutri+on Program Ø Title I for addi+onal services for low- income students Ø Special Educa+on Funds 8 4

5 How Schools are Funded (cont.) Examples of restricted local revenues: School modernizaaon Bond program is improving nearly all school buildings across SFUSD Public EducaAon Enrichment Fund (March 2004 Prop H) is restoring arts, music, libraries, sports, nursing and learning support and funding other important investments Quality Teacher and EducaAon Act (June 2008 parcel tax) for teacher salaries, professional development, technology and innovaaon 9 California s EducaLon Spending K-12 Education Expenditures per Average Daily Attendance (ADA) $18,660 ($9,136) $9,524 ($1,781) $11,305 Top 5 States * California NaLonal Average *Average of the five states with the highest expenditures per ADA Source: National Education Association 2013 School Services of California, Inc. 10 5

6 Recent History of Revenue Limit Funding for SFUSD Dollars Per ADA $6,808 $6,697 $6,700 $6,485 $6,367 $6,342 $6,105 $5,776 $5,700 $5,776 $5,626 $5,205 $5,203 $5,149 $5,292 $4,700 $4, Loss of cost of living adjustmen t (COLA) Loss of baseline dollars Projected Statutory COLA Flat Funding Actual Funding 2013 School Services of California, Inc 11 Impact of State Budget Cuts Since (ParLal List) Reduced baseline funding to school sites (Weighted Student Formula) Larger class sizes Forced school closure days (= shorter school year) Reduced professional development ReducAons in instrucaonal materials Scaling back general educaaon transportaaon Cuts to summer school ReducAons in central office administrators Deferred maintenance 12 6

7 Highlights of the Governor s Proposed Budget For the first Ame in five years, school districts across California will see an increase in per- student funding, BUT: Funding is sall about 10% less than the amount received in (the last Ame a Cost of Living Adjustment was funded) California sall ranks among near the bofom of all states in per- student ADA funding for educaaon 13 Major Changes to Funding for K- 12 EducaLon (ProposiLon 98) The Governor s proposed budget includes $1.6 billion to begin implementaaon of a new funding formula (LCFF) for school districts and charter schools $400.5 million to support energy efficiency projects in schools from ProposiAon 39 revenues $100 million increase for the K- 12 Mandate Block Grant $62.8 million to fund a 1.65% COLA for selected categorical programs (including Special Ed) 14 7

8 Impact of LCFF on SFUSD Total SFUSD funding from LCFF is esamated to increase from about $7,100 per student currently, to about $11,100 in FY (including cost of living adjustments across these years). The state Legislature must enact the proposal as a change to current school finance laws. UnAl state law is changed, the current funding system will be in place. The Governor s proposal is facing more resistance in the Legislature than many had expected. 15 MulL Year ProjecLons, Unrestricted General Fund FY to FY (All $ in Thousands) FY FY FY TOTAL TOTAL TOTAL A. REVENUES Revenue Limit 262, , ,307 Federal State 34,332 35,366 35,367 Local 42,040 41,558 40,881 Total Revenues 339, , ,134 B. TOTAL EXP & OTHER FINANCING SOURCES/USES 361, , ,906 C. NET INCR/(DECR) IN FUND BALANCE (A-B) (22,665) (23,809) (31,772) D. BEGINNING FUND BALANCE 50,768 28,103 4,294 E. ENDING FUND BALANCE (C+D) 28,103 4,294 (27,478) F. DESIGNATED RESERVES 15,451 15,565 15,565 G. UNDESIGNATED FUND BALANCE 12,652 (11,271) (43,043) Note: These projec.ons are based on Governor s January Budget for FY and are currently being updated (as of April 2013). 16 8

9 Unrestricted General Fund Revenue (FY ) Other State 7.9% Charter Schools Pass Through 2.2% Federal Revenues 0.2% Other Local Revenues 12.0% District Revenue Limit 77.7% Revenue Source Amount District Revenue $ 262,333,089 Limit Federal Revenues $ 580,000 Other State $ 26,838,203 Charter Schools $ 7,493,318 Pass Through Other Local Revenues $ 42,039,760 Total $ 339,284, Unrestricted General Fund Expenses (FY ) Interfund Transfers In/ (Out) Other Financing Sources/(Uses) Capital Outlay Common Core Services & Other OperaAng Expenses Supplies Indirect Costs Other Outgo Employee Benefits Other Expenditure Offsets CerLficated Salaries Classified Salaries Expense Amount % Total CerAficated Salaries $ 152,580, % Classified Salaries $ 44,624, % Employee Benefits $ 79,961, % Supplies $ 4,460, % Services & Other OperaAng Expenses $ 18,890, % Common Core $ 2,500, % Capital Outlay $ 31, % Other Outgo $ 69,005, % Other Financing Sources/(Uses) $ 5,559, % Interfund Transfers In/(Out) $ 10,529, % Indirect Costs $ (8,284,673) % Other Expenditure Offsets $ (17,908,089) % Total $ 361,949, % 18 9

10 What is the Weighted Student Formula? The WSF distributes resources to schools based on individual students a[ributes Money follows each student to his/her school, and each school s budget is expressed in dollars instead of FTE s (posiaons) School governance teams develop academic plans, budgets and staffing plans tailored to their school s specific academic needs Central office teams train, assist, and monitor school governance teams in their work 19 Annual Timeline for Site- Based Planning Spring School sites receive budget allocaaons and guidance from central offices Sites hold community meeangs to gather input on school site plan and budget School sites develop and submit site plans and budgets Central office teams review and approve plans Human Resources implements staffing decisions Fall Budget allocaaons are adjusted to match actual enrollment School sites implement the plan 20 10

11 Site vs. Central Budget ResponsibiliLes: Personnel Site Budget Responsibility General educaaon teachers, ELL school- based teachers and paraprofessionals High- school librarians;* addiaonal Ame for middle- and elementary- school librarians* Building administraaon Leadership Building administraaon Office Support Counselors*** SubsAtutes staff development absences Extended calendar for non- athleac student acaviaes Central Office Budget Responsibility Special educaaon teachers, paraprofessionals, and related service providers Part- Ame librarian for elementary and middle schools* Food and nutriaon staff and services Custodial, maintenance and other faciliaes staff, supplies, and overame** Career Technical EducaAon staff SubsAtutes non- staff development absences AthleAcs coaches NoonAme supervisors (elementary)** Security personnel (mostly secondary)** PEEF: Half Ame nurse, social worker or learning support specialist for elementary and middle schools** PEEF: Part- Ame arts teacher for middle schools * For more details, see the discussion of the Public Educa+on Enrichment Fund on page 24 of the BSC and Site- Based Budge+ng Guide. ** These items will con+nue to be provided centrally at a base level, but sites may supplement the centrally provided level of service or items with site- managed funds. *** Responsibility for these items are primarily site- based, but some centrally budgeted resources will also be allocated. General notes: The informa+on contained above represents a par+al list of budgetary responsibili+es. Other resources may also be allocated from centrally managed budgets. 21 On the Bright Side: Local Support Our schools conanue to benefit from criacal local investments in our children s educaaon Public EducaAon Enrichment Fund Quality Teacher and EducaAon Act FaciliAes Bonds City s Department of Children, Youth & Families City s Rainy Day Reserve FoundaAon and Philanthropic Support City Treasurer s Kindergarten through College Savings Plan Office of Sustainability s Shared Savings plan allows schools to recoup $ from energy conservaaon 22 11

12 Budget Development Timeline Date February 22 March 15 March 2 April 5 Mid- May May 16 May- June May 22 June 11 June 18 June 25 AcLvity Preliminary Budget AllocaAons Distributed to Schools Deadline for Preliminary NoAficaAon of CerAficated Layoffs School Planning Summit School Site Budgets and Balanced Scorecards due Governor s May Revise; Final noaficaaon of layoffs for ceraficated and other employees Community Budget Forum: Local, State and Federal Funding for Public EducaAon What it Means for SFUSD Superintendent s Recommended Budget developed based on updated projecaons Board of EducaAon Budget Commi[ee meeang First Reading of the FY Budget resoluaon Board of EducaAon hearing on FY Budget Board of EducaAon adopts FY Budget 23 Where to Learn More Find more informaaon about SFUSD s budget and state financing for public schools: sfusd/budget.html Hear about local, state and federal educaaon funding from a panel of policy makers & experts: A[end the Community Budget Forum on Thursday, May 16, 7:00-8:30pm! ParAcipate in community events and School Site Council meeangs at your child s school 24 12