Fiscal Aspects of Negotiations

Transcription

1 CASBO 2018 Annual Conference & School Business Expo Presented by Brianna García Director, Management Consulting Services Matt Phillips, CPA Director, Management Consulting Services Collective Bargaining: Number of Impasses and Factfindings 1 Number of Mediation Requests Received by PERB* Number of Factfindings Approved by PERB Source: PERB Annual Reports: , , , and *Public Employment Relations Board (PERB)

2 (in billions) Proposition 98 2 Proposition 98 Funding Over Time to $80.0 $78.3 $75.0 $70.0 $67.1 $69.1 $71.4 $75.2 $65.0 $60.0 $58.0 $58.9 $55.0 $50.0 $49.2 $51.7 $49.7 $47.3 $

3 Reminders and Hints for District Negotiators 4 You are the public. You are not a neutral. The bargaining table is unequal. The district has all the marbles. Management can also demand. It is not a one-way street. Recognize that anything you say can and will be used against you. Language is forever. Public pressure is often a deciding factor. Honesty and openness need not compromise your position. School finance is finite if this, then not that. Unions represent employees and not education. If you are ever going to say yes, know it early. Don t be afraid of impasse; prepare for negotiations as if you are going to factfinding. Remember, it is not unfair to just say No. Build Your Offer on Comparisons 5 Comparable salary and benefits is the single most important statistic for how a contract should settle What is the best comparable group? Use a common type unified, high, or elementary, and Use districts in the same geographical market basket; or Use districts within a common size band; or Use a financial characteristic that is like your district, such as: Other basic aid districts, or Districts with high deficit spending, or Districts with fast declining enrollment

4 Methods for Measuring Compensation 6 Certificated comparison categories total compensation BA average district contribution to health plan BA average health BA average health Maximum + average health Classified comparison categories Pick beginning and ending salaries for one position in each major class: Clerical Transportation Aides Maintenance Grounds Supplemental and Concentration Grant Funding 7 We handle ongoing funding above the base grant separately The Local Control and Accountability Plan (LCAP) drives the expenditure of these funds in the following way: Priority for the students who generate the funding Proportional to the students who generate the funding To increase or improve services for the students who generate the funding If our LCAP warrants, we can use the additional funds for: Paying staff for more time Hiring more staff Professional development Any items within the scope of bargaining would be negotiated separately from the base grant

5 Fairshare Calculation New LCFF 1 Revenue Less Supplemental/Concentration Dollars Targeted by the LCAP Base Dollars Less CalPERS 2 /CalSTRS 3 Increases Teachers Share of the Budget Teachers Share Less Step and Column Divided by Cost of 1% 1 Local Control Funding Formula (LCFF) 2 California Public Employees Retirement System (CalPERS) 3 California State Teachers Retirement System (CalSTRS) $20,000,000 - $10,000,000 $10,000,000 - $2,000,000 $8,000,000 x 50% $4,000,000 - $1,000,000 $3,000,000 $1,000,000 3% Negotiations Process 9

6 Negotiations Process Timelines 10 Preparing for Factfinding 11 Factfinders shall consider (Educational Employment Relations Act ): State and federal laws applicable to the employer. Stipulations of the parties. Interest and welfare of the public and the financial ability of the public school employer. Comparison of the wages, hours, and conditions of employment with other employees generally in public school employment in comparable communities. The Consumer Price Index for goods and services, commonly known as the cost of living. Overall compensation, including wages, vacations, holidays, insurance, pension, medical, and hospitalization benefits received. Any other facts not included in 1 to 6 above, which normally are taken into consideration in making findings and recommendations.

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