Scarsdale Public Schools School Budget Study Sessions #1 & #2

Transcription

1 Scarsdale Public Schools School Budget Study Sessions #1 & #2 February 8, 2016

2 Budget Focus for 8 February 2016 Budget Study Session # 1 1. Budget Process & Timeline 2. Affirmations Staffing Recommendations 3. Brief Historical Overview 4. Budget Drivers Budget Study Session #2 1. Transportation 2. Debt Service

3 BUDGET PROCESS & TIMELINE Budget Session #1

4 The School District Budget Program The Budget: A financial estimate of funds necessary to operate our schools. Administration Capital

5 Sequence of the Budget Process Budget Development Board of Education & Administration Budget Discussions Board of Education & Administration Budget Discussions Board of Education, Administration & Community Final Budget & Vote

6 School Budget Development & Discussion Board of Education & Administration The school budget has been developed based on the goals and objectives of the School District as set forth in the District s Transition Plan. These goals and objectives have been discussed throughout the year at Board Meetings.

7 Budget Development & Discussion Focus Curriculum, Assessment & Instruction for the 21st Century Technology Human Capital & Leadership Development Special Education & Pupil Services Construction & Facilities TRANSITION PLAN Budget & Finance & Negotiations BOE Development, Leadership, Succession Planning & Staff Relationships Communication, Community Involvement & Political Outreach

8 Budget Discussions Administration Board of Education Community* * Community Comments at each Budget Session & Board Meeting

9 Budget Discussion Timeline Dates Budget Meeting - February 8 th Budget Meeting - February 24 th Budget Meeting - February 29 th Budget Meeting - March 7 th Focus Affirmations, Historical, Budget Drivers, Transportation & Debt Service Budgets. The Budget Plan, Operations & Maintenance including Plant Improvements and Employee Benefits Budget Plan Update, Instruction, Special Education, Athletics & Technology. Budget Plan Update, Revenues & Tax Projections Budget Meeting - March 21 st Budget Meeting - April 4 th Budget Meeting - April 18 th Budget Review Budget Forum & Review Board Adopts Budget Budget Vote Date May 17th

10 AFFIRMATIONS - STAFFING RECOMMENDATIONS

11 Staffing Requests in Support of District Goals District Goal Area Request Program Estimated Cost Special Education & Pupil Services Curriculum, Assessment and Instruction for the 21 st Century Curriculum, Assessment and Instruction for the 21 st Century +2.0 FTE Teachers FTE Teachers +1.0 FTE Teacher (to be added 2 nd semester) Establishment of a Secondary Emotional Support Program $220,000 World Language Enhancement $176,000 Physical Education $55,000 Curriculum, Assessment and Instruction for the 21 st Century +1.0 FTE Teacher STEAM $110,000

12 Staffing Requests in Support of District Goals District Goal Area Request Program Estimated Cost Curriculum, Assessment and Instruction for the 21 st Century +1.0 FTE Computer Aide Technology Support $30,000 Curriculum, Assessment and Instruction for the 21 st Century +1.0 FTE Teacher -1.0 FTE Secretary Curriculum Support $65,000 Curriculum, Assessment and Instruction for the 21 st Century 0.0 FTE (Network Specialist to Network Administrator) Technology Support $25,000

13 Staffing Requests in Support of District Goals District Goal Area Request Program Estimated Cost Curriculum, Assessment and Instruction for the 21 st Century +1.0 FTE Secretary -1.0 FTE Teacher Aide Physical Education $40,000 Total FTE Teachers and Other Adjustments $721,000

14 Staffing Requests in Support of Mandates & Best Practice Area Request Description Estimated Cost Best Practice +2.0 FTE Elementary Teachers Compliance with district class size guidelines $220,000 Mandate +0.2 FTE Teacher English as a New Language (ENL) $30,000 Total FTE Teachers $250,000

15 BRIEF HISTORICAL OVERVIEW

16 Recent Budget Increases/Decrease 5.00% 4.00% 3.00% 2.87% 2.75% 2.99% 2.42% 2.00% 1.95% 1.49% 1.00% 0.00% % -1.00%

17 Recent Tax Levy History 5.00% First Year of Tax Cap 3.91% 3.02% 2.89% 2.84% 2.42% 2.58% 1.30% 0.00%

18 Budget vs. Actual Comparison Millions $150 $145 $140 $135 $130 Budget Actual $125 $120 $115 $ Proj Budget $130,984,259 $134,743,938 $138,443,938 $141,790,579 $143,899,713 $148,200,685 $148,048,080 Actual $124,992,858 $127,009,082 $132,312,234 $138,485,805 $141,953,441 $142,307,587 $145,655,073

19 BUDGET DRIVERS

20 Budget Drivers Salaries & Benefits Total Salaries & Benefits account for approx. 80% of Budget Total Transportation* 1% Total Utilities 2% Total Plant Improvements 1% Total Debt Service 7% Other* 6% Total Special Education* 3% * Salaries & Benefits not included Total Salaries & Benefits 80%

21 Budget Drivers Pension Benefits TRS NYS Teachers Retirement System Mandated retirement system contributions made on behalf of all certified employees of district. The contribution rate for the school year is 11.72% of salaries. ERS NYS Public Employees Retirement System Mandated retirement system contributions made on behalf of all civil service employees of district. Average contribution rate for the school year est. at 15.44% of salaries Total employee benefits including TRS & ERS account for approximately 25% of Budget

22 Historical TRS & ERS Rates 25.00% 20.00% 18.9% 20.9% 20.1% 17.5% 18.1% TRS ERS 16.3% 16.3% 15.4% 15.4% 15.00% 13.3% 11.9% 11.1% 11.8% 11.7% 10.00% 8.6% 6.2% 5.00% 0.00%

23 Budget Drivers District s self-funded medical insurance anticipated to increase 5.8%. District savings of over $6.5 million over past year when compared to Empire Plan. Medicare Part B Reimbursements to retirees have increased 100% since to an anticipated $1.075 million in Teacher Retirements anticipated in budget. One-Time Telephone Project funded in budget as a one time expense ($370 thousand). Decrease investment in new buses per replacement schedule ($65 thousand).

24 TRANSPORTATION Budget Session #2

25 Actual Transportation Budget Projected Actual Proposed $3,721,207 $4,183,969 $4,115,717 $4,231,347 Budget to Budget Increase: $47,378 or 1.13% Budget to Projected Expense Increase: $115,630 or 2.81% Highlights Continuation of all current policies. 1,847 students for regular education programs. 387 students transported to 83 private and parochial schools and special education programs. The budget provided for the purchase of 1 large bus, 2 mini-buses, 1 wheel chair van and 2 automobiles at an approx. cost of $350M. The budget continues the vehicle replacement plan with the planned purchase of 2 large buses and 2 mini-buses at an est. cost of $308M. Budget to projected actual difference primarily due to lower than anticipated gasoline and diesel prices. Proposed budget reflects same estimates as current year budget. Increase in budget to budget primarily due to transportation related utilities now reflected in the transportation budget which will generate state aid.

26 DEBT SERVICE

27 Actual Debt Service Budget Projected Actual Proposed $7,666,133 $7,661,894 $7,653,830 $7,667,775 Budget to Budget Increase: $5,881 or 0.08% Budget to Projected Expense Increase: $13,945 or 0.66% Highlights The proposed Debt Service budget represents principal payments of approx. $6.465 million and interest payments of $1.203 million. Debt Service associated with the $ million December 2014 bond project represents $1.743 million in total BAN P & I payments on a projected $ million outstanding balance. Total debt outstanding for school year is projected to be $ million from the following obligations: 2006 Bonds 2010 Refunding 2002 Bonds 2012 Refunding 2004 Bonds 2014 Refunding 2006 Bonds Projected Dec Bond Project TOTAL $60,000 $7,945,000 $5,750,000 $8,440,000 $16,535,000 $38,730,000

28 Current & Future Debt Service $9,000,000 $8,000,000 $7,000,000 INTEREST PRINCIPAL $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $

29 Actual Lease Purchases Budget Projected Actual Proposed $1,910,158 $2,106,046 $2,106,565 $2,228,635 Budget to Budget Increase: $122,589 or 5.82% Budget to Projected Expense Increase: $122,070 or 5.79% Highlights The proposed budget represents a continuation of the lease purchase replacement program. These purchases support the District s technology plan. And include items such as the following: Elementary laptop computers, Chromebooks, I- Pads. Wireless Access Points and LCD panels. Computer Lease = $1.360 million Energy Performance Contract (matures in 2023/24) = $621 thousand (no increase) Lease for Districtwide Copiers (20) = $247 thousand (no increase)

30 Budget Discussion Timeline Dates Budget Meeting - February 8 th Budget Meeting - February 24 th Budget Meeting - February 29 th Budget Meeting - March 7 th Focus Affirmations, Historical, Budget Drivers, Transportation & Debt Service Budgets. The Budget Plan, Operations & Maintenance including Plant Improvements and Employee Benefits Budget Plan Update, Instruction, Special Education, Athletics & Technology. Budget Plan Update, Revenues & Tax Projections Budget Meeting - March 21 st Budget Meeting - April 4 th Budget Meeting - April 18 th Budget Review Budget Forum & Review Board Adopts Budget Budget Vote Date May 17th

31 QUESTIONS

32 APPENDIX

33 Staffing Requests Elementary Schools District Goal: Technology Request: 1.00 FTE Computer Aide Rationale: The elementary program is continuing to offer increased access to student mobile devices, which is consistent with the goals of the district s current and future technology plans. This addition will enable computer teachers to increase their focus on instruction and professional development as the program continues to expand. Estimated Cost: $30,000

34 Staffing Requests SMS District Goal: World Language Request: 2.00 FTE World Language Teachers (offset by 0.40 FTE shift w/o program reduction from SHS World Language) Rationale One: 1.00 FTE World Language Teacher - Building the Instructional Infrastructure The addition of 1.0 FTE to MS WL staffing for would help build the infrastructure needed to bolster the 6th grade WL program by providing more instructional time for all languages offered. Specifically, WL would go from meeting every other day all year to meeting every other day, during the first semester, followed by every day the second semester. Classes that now meet 90 times per year would meet 135 times next year. Rationale: The goal of Scarsdale s World Language Program is to maximize our students ability to function in the target language, especially their aural/oral (listening and speaking) proficiency. The additional number of class periods in the second semester will provide more time for students to practice listening, speaking, and writing in the target language, without adding additional new content. Because the added time will be for practice and skill reinforcement and not new content, students who need Team Academic Support (TAS) for the whole year, could continue with TAS in the second semester and not miss core WL content. These students could still make their decision about taking WL every day in Grades 7 and 8 at the end of 6th grade. During the second semester of 6th grade, students who do not need TAS would have additional time to practice listening, speaking and writing in the target language rather than Sustained Silent Reading (SSR).

35 Staffing Requests SMS Rationale Two: Mandarin Teacher 1.0 FTE Two significant events have led the District to rethink its original stance on offering Mandarin at the MS starting in the school year. The District s Elementary and Middle School WL Coordinator recently announced her retirement. Her strong leadership and relationships with staff is crucial in laying the groundwork for changes to our program. If there is sufficient enrollment for 6th grade Mandarin to start in , it would be in our best interest to take advantage of her expertise and make the change now rather than wait a year. While we recognize that this is not ideal, it would be less ideal to have a new Coordinator attempt to do this work without any context or experience. The unknown factor related to Proposal Two is how many rising 5th graders will actually sign up for Mandarin in Grade 6. We believe that 48 students should be the absolute minimum number, thus creating four sections of 12 students. Total Estimated Cost: $176,000

36 Staffing Requests SHS District Goal: Coordination of K-12 Health & Physical Education Request: 1.00 FTE Physical Education Teacher Rationale: One additional physical education teacher for will allow the Scarsdale High School Physical Education Department to begin the implementation of our new fitness curriculum and overall focus on student wellness. The new fitness center is not anticipated to be completed until early in 2017, one full-time teacher will be hired mid-year. As described in our curriculum overview, which supports the construction of a new fitness center, we plan to maximize the use of the space to enhance student wellness. A second additional physical education teacher will be requested for which will allow for the new fitness center to be utilized every period. Estimated Cost: $55,000

37 Staffing Requests SHS District Goal: Establish a Secondary Emotional Support Program Request: 1.00 FTE Special Education Teacher 1.00 FTE Psychologist Rationale: An increase in the number of students being classified as Emotionally Disabled has necessitated the creation of an in-district program to address their needs. Currently, the district is relying on out-of-district placements for many of these students. These placements are not only expensive but having students leave their home community is not ideal. Over the next few years this program should both lessen our reliance on out placements and provide the structured support necessary for our students to succeed in their own community. Estimated Cost: $220,000

38 District Goal: STEAM Staffing Requests SHS Request: 1.00 FTE Pre-Engineering Teacher Rationale: The District is developing a K-12 STEAM sequence. The High School currently offers classes in some STEAM related areas. We seek to hire a full-time teacher to successfully launch this initiative. During the school year, it is anticipated that this teacher will teach the introductory course sections, develop curriculum, and work with classroom teachers to integrate STEAM projects and Design Thinking into existing courses. Estimated Cost: $110,000

39 Staffing Requests District District Goal: Coordination of K-12 Health & Physical Education Request: 1.00 FTE Secretary FTE Teacher Aide Rationale: One full time secretary is necessary to facilitate a continually evolving K-12 Physical Education, Health and Athletics program. Estimated Cost: $40,000

40 Staffing Requests District District Goal: Curriculum Request: Rationale: 1.00 FTE Teacher on Special Assignment FTE Secretary The functions of the Office of Curriculum, Assessment, and Instruction have expanded. Curriculum: Scarsdale has been widely recognized for its exemplary curriculum, which is revised and upgraded on an annual basis through curriculum review committees working both in the summer and during the school year. It is anticipated that the curriculum review process will become more codified. There will be a broader, more comprehensive research component including a search for promising practices in competitive schools, whether public or private, national or international. There will be an increased emphasis on the use of surveys and focus groups for parents, students, teachers, administrators, and community members. Assessment: With Scarsdale s enhanced focus on using student assessment data to inform instruction, the district acquired several new tools: STAR, Lexia, Fountas & Pinnell Online Data Management System, and LHRIC Level 1 reporting access for teachers. Principals and teachers need continued training and support as well as assistance assembling, analyzing, and reporting on this data. Communication: The communication function of this office has expanded with a significant increase in public presentations as well as written reports. Estimated Cost: $65,000

41 District Goal: Technology Staffing Requests District Request: Elevate required job category from Network Specialist to Network Administrator Rationale: The Network Specialist position was added as part of the budget. Every effort was made to hire a qualified candidate in this job category but efforts were unsuccessful. After further evaluation it is our recommendation that this position be elevated to that of Network Administrator in order to attract candidates with a higher level of education and/or more years of network support and design experience. This position would carry with it additional salary beyond that of a Network Specialist. Estimated Cost: $25,000

42 Staffing Requests Elementary Schools Best Practice: Class Size Request: 2.00 FTE Elementary Teachers Rationale: The recently completed enrollment projection shows a chance in distribution of students that would necessitate the addition of two elementary teachers in order to comply with class size guidelines. Estimated Cost: $220,000

43 Staffing Requests High School Mandate: English as a New Language (ENL) Request: 0.20 FTE English as a New Language Teacher Rationale: Due to a new requirement that an ENL student must receive instruction in English subject class solely or in part from a certified ENL teacher an additional 0.20 FTE is required. The District currently has a 0.80 FTE teacher on staff. Estimated Cost: $30,000