2015/2016 Budget Overview Board Presentation August 4, 2015 - - PowerPoint PPT Presentation

2015/2016 Budget Overview

Board Presentation – August 4, 2015 Presented by: Melissa deVita, Deputy Superintendent Marie Telecky, Director Finance & Budget Jenny Hall, Budget Analyst Janet Suppes, Budget Analyst The Bellevue School District Mission:  To provide all students with an exemplary college preparatory education so they can succeed in college, career and life. For additional information regarding this presentation contact: Melissa deVita, Deputy Superintendent, Finance & Operations Email: devitam@bsd405.org Phone: (425)456-4025 1

Agenda

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• Key Points
• Superintendents Summary
• Looking Forward
• Next Steps
• Questions/More Information
• Backup Materials

General Fund Revenue Sources

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$109,887 $67,497

$ 000’s

$72,536 $119,180 $104,345 $65,051

Note: Other Revenue is Transfers from other funds & revenues from surplus sales, other government entities and other school districts.

$- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 2013/2014 Actual 2013/2014 Budget 2014/2015 Budget 2015/2016 Budget Other Federal State Local

$214,817 $208,977 $228,995 $258,620

General Fund Expenditures

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$’s in Millions

$- $50 $100 $150 $200 $250 $300 2013/2014 Budget 2014/2015 Budget 2015/2016 Budget

District-wide Support Transportation Food Services Day Care/Community Suppt Categorical Grants Vocational Special Education Basic Education 7.5%

$216.3 $233.9

57.1% 11.2% 7.0% 13.0% 2.5% 4.1% 2.8% 2.3% 55.3% 11.3% 7.5% 13.9% 2.5% 2.7% 4.1% 2.7% 12.8% 57.8% 10.9% 2.3% 4.3% 2.3% 2.7%

$258.6

6.9%

Funding Available for New Investments

2015/2016 Budgeted Revenue $258,620,000 Less 2014/2015 Expenses ($233,900,000) Plus 2014/2015 One-time Spending $1,200,000 Net New Funds Available $25,920,000 Committed Spending Increases: Cost of Living Increase (3%) $5,700,000 Pension Funding by Employer $3,900,000 Negotiated Contract & Market Study Increases $3,700,000 Add’l staff due to increased enrollment (39.8 FTE) $3,643,000 Enrollment spike contingency (5 additional FTE for a total of 10 FTE) $457,000

• Misc. Increases (Grants, ELP, NS, Capacity, etc.)

$6,215,000 Sub-total Committed Spending Increases $23,615,000 Funding Available $2,305,000

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2015/16 Proposed Budget Investments

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Amount Academic Success $1,660,200 Blended Math Model Pilot – Odle $36,600 Case Load – Special Ed Resource Room $732,000 Building Leadership – Asst. Principals

Eastgate Elementary Odle Middle School Big Picture School International School

$315,000 Other (TPEP, Intervention Tracking) $27,600 School Building Instructional Support – Resource Tech Specialists, Progress Monitors, Interventionists, etc. $549,000 Amount Positive and Productive Life $300,000 Family Connection Centers $300,000 Equity – Additional Training E- Teams $80,000 Operations $243,500 Director of Security (Net increase) $70,000 Centralized Summer Registrar $8,500 SEL & Dual Language curriculum developer – change of funding source $138,000 Coaching Training/PD $27,000 Total $2,283,700

Two-year Perspective – Budgeted Investments

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$000’s 2014/15 2015/16 Total Instructional Initiatives Investments $1,044 $1,044 Academic Success – Summer School $585 $585 Academic Success – Certificated Staffing Model Change (Case load reduction) $2,842 $2,842 Academic Success - Special Education – Teachers and Other Resources (case load reduction) $1,497 $732 $2,229 College & Career Ready - Secondary Counselors (case load reduction) $624 $624 Academic Success – Building Leadership $1,416 $315 $1,731 Central Administration & Operations– Executive Director Schools, District Athletic Director, Leader Graduation Success, Director of Security, Summer Registration, Required fund changes $368 $244 $612 Academic Success – School Building Instructional Support (Progress Monitors, Resource Tech Specialists, Reading Interventionists, ITCLs) $1,181 $549 $1,730 Academic Success – Other (TPEP, Intervention Tracking, Blended Math Model Pilot, etc.) $64 $64 Positive & Productive Life – Family Connection Centers $300 $300 Equity Training – E-Teams $95 $80 $175 Totals $9,652 $2,284 $11,936

Capital Projects Funds

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Total 2015/16 Available Funds: $35,000 Anticipated 2015/16 EOY Fund Balance: $5,250 Total 2015/16 Available Funds: $2,110 Anticipated 2015/16 EOY Fund Balance: $0 Total 2015/16 Available Funds: $278,000 Anticipated 2015/16 EOY Fund Balance: $147,735

Levy Funds Bond Funds State Match Funds

Salaries $7,500 Application Lic. $2,400 Field Upgrades $5,000 Facility Modernizations & Renovations $3,260 Instructional Tech $1,250 Tech Infrastructure $2,100 Classroom Tech $3,400 One-to-One Project $4,300 Miscellaneous $540 Total $29,750 Data Warehouse/ Dashboard $1,910 Brightspace (D2L) Learning Platform $100 Transportation Facility $100 Total $2,110

Sammamish HS $23,000 Newport HS $1,660 Bennett Elem. $6,740 Enatai Elem. $34,520 Stevenson Elem. $375 Odle MS $14,000 Highland MS $160 Tillicum MS $10,500 Downtown Elem. $6,740 Jing Mei (Old NHES) $1,150 Miscellaneous $1,420 Total $100,265 Capacity $30,000

$000’s

Superintendent’s Summary

• Anticipate enrollment increase to 19,675 students. The district ended the

2014/2015 school year with 19,201 students. Last year’s fall forecast was 18,686 and actual October 1 enrollment was 19,130.

• Almost 40 full-time equivalent teachers will be added to General
• Education. A new staffing model was introduced last year which resulted

in lower overall class sizes. The same staffing model was used again for this year’s budget. There are 10 FTE in the budget for enrollment contingency staffing.

• 8 certificated positions were added to Special Education to further reduce

case loads. This is in addition to the 6.2 FTE added to the 2014/2015 budget.

• LAP funding for the Family Connection Center has been moved to the

General fund increasing the stability of this important program.

• In 2014/2015 the fund balance was used to pay for on-going expenses.

This year these expenses are being covered by the increase in state funding thereby limiting the discretionary spending in 2015/2016.

• A significant portion of the new funding from the state was designated for

specific purposes (e.g., 3% COLA increase) also resulting in a smaller amount of money being available for additional investment opportunities.

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Superintendent’s Summary

• Over the past two years, the District has invested $12 million in

new programs and the instructional initiatives. $11.3 million of those funds were for staff and resources in school buildings.

• The District’s reserves are expected to be $17.2 million at the

end of the 2014/2015 fiscal year within $200,000 of the anticipated amount after the planned spend down of $5 million.

• At the end of the 2015/2016 fiscal year, the District’s reserves

will remain steady at $17.2 million which is 6.4% of General Fund expenditures.

• Both the Revenue and Expenditures includes $7 million in

capacity for grants and unanticipated enrollment.

• Capital and Technology Levy being collected will increase by

$4.2 million.

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Superintendent’s Summary

• In the coming year, these levy dollars will be spent on:
• All-weather turf fields at Lake Hills, Medina, and Somerset
• Field upgrades at Bellevue HS and Interlake HS
• On-going maintenance such as roofs, flooring, and mechanical and

electrical systems

• Continuing the one-to-one roll out at the remaining high schools
• Interlake HS – Fall, 2015
• Bellevue HS – Spring 2016
• Newport HS – Fall 2016
• On-going upgrading of school and classroom technology
• Curriculum adoptions for Social Emotional Learning (6-8), World

Languages (Chinese), and Social Studies, and Physics

• Work continues on construction projects financed through the sale of
• bonds. This year Odle MS and Enatai Elementary will be completed

and ready for occupancy in the fall 2016. Design will be completed on Tillicum MS, the New Elementary School, and Bennett Elementary. Work will continue on Sammamish HS beginning construction on the gym and cafeteria.

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Looking Forward - Levy Authority

Levy Base Anticipated Growth in Per Pupil Funding (Multiplier) Levy Lid Percentage District’s Levy Authority 2014/2015 State Revenue $150,588 Allocated Fed’l Revenue $8,371 Direct Fed’l Revenue $1,372 Total Revenue in Levy Base $160,331 State Multiplier 4.27% State Authorized Levy Lid 34.66% Authorized Levy before Transfers $59,885 Adjustment for Interdistrict Transfers ($10,342) Total Levy Authority 2016 $59,875

Next Steps

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• A draft of the budget is available on the District

website.

• Notice of Public Hearings will be placed in newspapers
• Community feedback may be received via email,

telephone, or at a public hearing to be held on August 25, 2015.

• All budgets will be presented to the Board for final

adoption at the August 25, 2015 board meeting.

Questions / More Information

14 For additional information regarding this presentation contact: The Bellevue School District Mission:  To provide all students with an exemplary college preparatory education so they can succeed in college, career and life. Name – Melissa deVita Email: devitam@bsd405.org Phone: (425)456-4025

Backup Materials

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Enrollment

15,395 15,744 16,179 16,478 16,520 16,937 17,310 17,840 18,120 18,416 18,588 19,130 19,675

• 5,000

10,000 15,000 20,000 25,000 16 Headcount

Source: October 1 Enrollment Report