Big picture items in the budget center on several issues: - - PowerPoint PPT Presentation

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Summary of memo to the Sharon School Committee

• Dr. Barbara J. Dunham, Superintendent of Schools

Big picture items in the budget center on several issues:

• Sustainability: a Snowball of “one time” funds was created when Circuit Breaker

funding was cut, IDEA and Ed Jobs funding filled the gap and will roll forward to FY13 and vanish. How will needed programs be funded? Federal funds enabled Sharon NOT to use year 3 of the 2007 Override $875,000.

• Problem-Solving: the need to begin phasing in additional Town funds in order to roll
• ut of the “one time funds” sinkhole that is facing us in FY13 and beyond

OR the need to make significant cuts.

• Priorities of the Administration for FY12 = Maintenance of Effort Budget

 Maintain or reduce elementary class size.  Provide specialists that will improve learning opportunities for students in need.  Reorganize foreign language instruction in the elementary schools.  Provide needed special education services and technology support.  Consider a plan to reduce fees for full day kindergarten, athletics, and

• transportation. (Scholarships based on budget funds and a sliding scale.)

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Summary memo to the Sharon School Committee

Two of the more discussion-producing items are summarized here: Budget Issue – the Snowball. The “snowball” began in 2010-2011 when Circuit Breaker funds were cut to 42% and then 40% removing $932,467 from the school budget. The previous reimbursement rate was 72%. FY10: 42% Circuit Breaker = $1,082,607 (cut $660,090) FY11: 40% Circuit Breaker = $ 810,140 (cut $272,467) To help close the gap, the federal government provided IDEA funding ($418,204 for each of FY10 and FY11) and Sharon was allowed to use half to pay tuitions. A “no subs” policy was introduced and budget savings resulted in funds that rolled forward to bring us through the last few years with “reorganization” cuts. For FY12, Ed Jobs funding ($448,580) will continue to help and additional reorganization is planned. These funds allowed the schools to put off using the third year of the 2008 override funds. Unless Circuit Breaker funding is restored to previous levels, the roll-forward of the original Circuit Breaker cut will hit in FY13 leaving a large budget gap to be filled,. In FY13, in order to maintain services, the budget will start off behind by over one million dollars. Serious cutbacks, use of previously voted override money, or

• ther creative efforts will be required to dig us out. Over the past three years, we have managed budget increases of only 2-3% due to our

ability to use federal monies and saved budget money in the form of circuit breaker funds. We rolled forward savings each school year, knowing that the funding would end one day. A summary of this problem is shown here:

• A deficit of this size will require a 5-6.25% budget increase in FY13 to make up this loss in funds from the government. It may be advisable

for the School Committee to request that the Town begin now to raise taxes and create reserves that can ameliorate the impact of this sudden FY13 “bump”. Foreign Language in the Elementary Schools. This proposed change produces the following benefits for the Sharon Schools and our students by creating: (1) an improved multi-language program (Chinese, Spanish, French, and Latin word parts) that is taught daily in grade 5, thereby improving retention of the newly acquired language skills. Each language “spends” 8 weeks in a building, enabling integration activities to be more effective. (2) the opportunity to offer Latin roots in grade 5. (3) a more cost effective approach to language instruction without losing the elementary language program. (4) the opportunity for grade 5 students to make informed choices about the study of languages before making a choice for grade six that commits them to a language for the three years of middle school. (5) a continued opportunity to enroll in an elective language program held before school during the second half of grade 4. (6) more classroom time for grade 4 to concentrate on regular reading and math activities.

$448,580 IDEA & Ed Jobs grants end. No more funding in sight. $612,592 No more reserves. The ability to roll-forward Circuit breaker ends. $1,061,172 Total deficit. (The snowball stops here.)

Sha Sharo ron P n Pub ublic Scho lic Schools ls Bud udget O Open Fo n Forum rum FY FY12

January 19, 2010

Teac Teach for

• r

Tom

• morrow
• rrow

and our children will

S.O.A.R.

.O.A.R.

Support Others, Act Responsibly!

(East teacher, Donald Brooks)

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FY11 Current School Operating Budget $35,335,981

Estimated long range Budget Plan for FY2012 (“The Promise”) X 4.5% increase = Maintenance of Effort

+ $1,590,119 =

FY12 budget would have been $36,926,100

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January 11, 2011 Priorities Meeting

FY12

Gross Available Revenue includes Chapter 70 for Schools $6,175,384

$68,247,238

Fixed and Uncontrollables, Reserves and offsets

($19,991,176)

Net Available for Appropriation

$48,256,062

Schools' portion X

74.6918105%

FY12 School Budget =

$36,043,326

Current School Budget FY11

($35,335,981)

increase =

$707,345

• r:

2.0017709%

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Budget History

Fiscal Year Year # # Daily Daily Students # # FTEs Budget Budget w/out w/out Override Override Voted Override Total w/Override $ $ Increase Increase Annual Annual Increase 2001 3447 NA $21,264,280 $850,713 $22,114,993 $2,493,182 12.7% 2002 3562 NA $22,975,697 $827,392 $23,803,089 $1,688,096 7.6% 2003 3584 443.8 $22,779,611 $3,880,000 $26,659,611 $2,856,522 12.0% 2004 3564 439.2 $26,248,269 $26,248,269 ($411,342)

• 1.5%

2005 3539 437.2 $27,560,683 $27,560,683 $1,312,414 5.0% 2006 3511 449.6 $29,305,850 $29,305,850 $1,745,167 6.3% 2007 3472 434.3 $30,089,615 $30,089,615 $783,765 2.7% 2008 3406 447.6 $30,692,665 $1,700,000 $32,392,665 $2,303,050 7.7% 2009 2009 3405 3405 461.8 $33,279,262 $33,279,262 $886,597 2.7% 2010 2010 3445 3445 460.2 $34,298,344 $34,298,344 $1,019,082 3.1% 2011 2011 3437 3437 455.2 $35,335,981 $35,335,981 $1,037,637 3.0% 2012 2012 3374 3374 462.3 $36,043,326 $36,043,326 $707,345 2.0%

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Budget Building History

Circuit Breaker (SPED Tuition funding) and federal funding FY05: 75% Circuit Breaker = $1,620,148 FY06: 75% Circuit Breaker = $1,732,524 FY07: 75% Circuit Breaker = $1,601,146 FY08: 75% Circuit Breaker = $1,725,343 FY09: 75% Circuit Breaker = $1,742,697 FY10: 42% Circuit Breaker = $1,082,607 (cut $660,090) FY11: 40% Circuit Breaker = $ 810,140 (cut $272,467)

Total cut from previous: $932,557

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Overview

FY05 to FY12

Special Education Tuitions have increased. Circuit Breaker funds decreased by -$932,467 Federal IDEA funding FY10 & FY11 +$418,204 half used to close the gap. Half for new programs (required). Federal Ed Jobs funding FY12 +$448,580

• must be used to put back lost positions or other lost funding.

Budget efficiencies have worked to close the gap in lost funding. (No subs, reorganizations, etc.)

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Budget History

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Budget History

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Budget History

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FY11 Current Budget $35,335,981

Question 1: What do we absolutely need to continue level services to Sharon with consideration regarding sustainable into FY13 and beyond?

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FY11 Current Budget $35,335,981

Question 2: What do we cut if we had to go to 2%?

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FY11 Current Budget $35,335,981

Question 3: What do we cut if we had to go to level-funding?

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Administrative planning concerns:

1. The snowball: One-time funds used to cover the shortfall created by Circuit Breaker cuts/not using override will end in FY13. Develop a plan to roll out of this one-time funding dilemma. 2. Class Size: The determination to maintain class size and the need to use Ed Jobs money to restore cuts made. 3. Special Education Services: Continue the effort to provide adequate in-district special education services. 4. Efficiencies: The plan to reorganize in ways that improve

• r maintain services while saving money.

5. New School: Be prepared for the needs of the new Middle School coming online next year. 6. Public Education: The need to provide free public schooling: Funding full day kindergarten, athletics and transportation.

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FY12 Projected Elementary Enrollment

Cottage East Heights Total Elementary PreSchool 50 50 Kindergarten 62 56 73 191 Grade 1 72 63 80 215 Grade 2 63 76 106 245 Grade 3 79 56 96 231 Grade 4 68 60 99 227 Grade 5 77 76 114 267 Total FY12 421 437 568 1426 Change in FY12

• 3

12

• 33
• 24

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FY12 Projected Middle & High School Enrollment

Middle FY12 Est Sections Avg Class Size Section Diff

Enrollment Change

Grade 6 250 11 22.7

2

Grade 7 248 12 20.7

• 1
• 55

Grade 8 303 13 23.3 1

42

Total Middle 801

• 11.0
• 11 MS NET Change

High FY12 Est

Enrollment Change

Grade 9 261

• 46

Grade 10 307

• 12

Grade 11 319

49

Grade 12 270

• 9

Total High 1157

• 18 HS NET Change

TOTAL District Enrollments

3384

• 53 District NET Change

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FY12 Projected sections and average class size

Level-Services Budget

Cottage FY12 Est Sections Avg Class Size Section Diff

Kindergarten FD 43 2 21.5 Kindergarten 1/2 19 1 19.0 Grade 1 (Proj +10) 72 4 18.0 1 Grade 2 53 3 17.7 Multi 2 10 0.5 20.0 Multi 3 11 0.5 22.0 Grade 3 68 3 22.7 Grade 4 68 3 22.7

• 1

Grade 5 77 4 19.3 1 Total Cottage 421 21 1

East FY12 Est Sections Avg Class Size Section Diff

Preschool 50 Kindergarten FD 43 2.0 21.5 Kindergarten 1/2 13 1.0 13.0 Grade 1 (Proj +7) 63 3.0 21.0

• 1

Grade 2 76 4.0 19.0 1 Grade 3 56 3.0 18.7 Grade 4 60 3.0 20.0 Grade 5 76 4.0 19.0 2 Total East 437 20.0 2

Heights FY12 Est Sections Avg Class Size Section Diff

Kindergarten FD 53 3.0 17.7 Kindergarten 1/2 20 1.0 20.0 Grade 1 (Proj +7) 80 4.0 20.0

• 1

Grade 2 106 5.0 21.2 1 Grade 3 96 5.0 19.2 1 Grade 4 99 5.0 19.8 Grade 5 114 5.0 22.8 Total Heights 568 28.0 1

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FY12 Level-Service *M.O.E. Budget

* Maintenance of Effort Recommended Budget

Level Services - M.O.E.

2.433% increase M.O.E. represents Maintenance of Effort or what is needed to maintain current standards.

Salary Increases $869,136.00 691,153.00 Teacher raises steps + 1.5% 38,797.00 Administration contracts 1 1/2 - 2% 54,045.00 Instructional Support contracts 85,141.00 Non instructional Support New Staff $365,150.00 96,127.00 4.50 Increase 4.5 Instructional Assts

1 EC; 1 NECC Heights; .5 Small Grp Hts; 1 NECC at MS; 1 DLP at MS; 1 HS (Acad Lab); Elim 1 TBL East

225,428.00 4.00

• Elem. Tchrs (1) Cottage, (2) East, (1) Heights

15,553.00 0.73 Addback clerical nurses (.33 Heights and .4 SHS) 28,042.00 0.50 Add Tech Integration Specialist (one year) Added Stipends / $251,521.00 11,845.00 0.25 Add VHS teacher at Sharon High Payments 6,853.00 Add VHS Coordinator stipend to comply 3,326.00 Increase Early Childhood IA 1/2 hr 28,178.00 0.50 Increase.5 SPED teacher Heights 7,655.00 0.10 Increase SPED outplacement liaison 14,689.00 0.50 Increase .5 Speech & Language 175,000.00 Contingency (budget/SPED) 3,975.00 Add stipend for team leaders and facilitator Added Supplies $90,000.00 25,000.00 Establish scholarships, kindergarten, bus, & athletic and Contracts 10,000.00 Increase Teaching Supplies MS 50,000.00 Contract Cleaning Middle School 5,000.00 Add indoor air quality check - district-wide Areas of Savings ($465,276.00) (63,918.00) (2.00) Decrease/adjust Central Office Staff & IA MS (105,000.00) Savings Retirements + $15,000 buy ahead (2,955.00) Intramurals Middle School (293,403.00) Estimated SPED tuition DECREASE Reorganize Elem. Language ($62,310.00) 60,000.00 0.75 Add French, Spanish, Chinese tchrs (122,310.00) (1.60) Reduce elementary Chinese teachers Totals $1,048,221.00 $1,048,221.00 8.23

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FY12 M.O.E. Reorganize Elementary FL

• Reorganizations that maintain program/save $
• A. Introduce Exploratory Foreign Language Grade 5 with elective in grade 4:

1) meets daily for 20 minutes each period for 8 weeks (Sept.-Oct.; Nov.-Dec.; Jan.-Feb.) 2) is an improved exploratory program introducing 3 languages to grade 5 students plus Latin word roots. 3) provides for an elective grade 4 foreign language program offered before or after school. 4) saves money. 5) Is more educationally sound. 6) eliminates the “sales pitch” by Middle School foreign language teachers each spring and enables students a better method of choosing their language for the next 3 years.

• Cost:

$ 60,000 Add .75 French, Spanish, Chinese $ -122,310 Reduce 1.6 elementary Chinese teachers $ - 62,310 Net adjustment - elem. foreign language

21 8 weeks; 8 weeks; 8 weeks; 8 weeks; Sept-Oct Nov-Dec Jan-Feb March-April 20 minutes daily 20 minutes daily 20 minutes daily 20 minutes daily Cottage French Spanish Chinese Latin Prefixes, Suffixes, Word Parts Cottage French Spanish Chinese Latin Prefixes, Suffixes, Word Parts Cottage French Spanish Chinese Latin Prefixes, Suffixes, Word Parts Cottage French Spanish Chinese Latin Prefixes, Suffixes, Word Parts Heights Chinese French Spanish Latin Prefixes, Suffixes, Word Parts Heights Chinese French Spanish Latin Prefixes, Suffixes, Word Parts Heights Chinese French Spanish Latin Prefixes, Suffixes, Word Parts Heights Chinese French Spanish Latin Prefixes, Suffixes, Word Parts Heights Chinese French Spanish Latin Prefixes, Suffixes, Word Parts East Spanish Chinese French Latin Prefixes, Suffixes, Word Parts East Spanish Chinese French Latin Prefixes, Suffixes, Word Parts East Spanish Chinese French Latin Prefixes, Suffixes, Word Parts East Spanish Chinese French Latin Prefixes, Suffixes, Word Parts

Sample FY12 Elementary FL Schedule

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FY12 Cost of Full Day Kindergarten

• Move toward free public education: Cost to establish free full day K: (teachers,

assistants, supplies, art, music, etc)

Full Day K costs moved to budget $145,151 Cottage Full Day K $140,860 East Full Day K $173,810 Heights Full Day K

$459,821 Total cost of current Full Day K paid by parents

Half Day K costs to go to Full Day $ 39,165 Cottage Half Day to Full Day K $61,992 East Half Day to Full Day K $56,499 Heights Half Day to Full Day K

$157,656 Total cost of other half of half day K To Total C l Cost: $ : $617,4 ,477 - N

• Not S

Sustain inable le!

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FY12 Scholarships for fee based programs

• Move toward free public education:

Establish a scholarship fund for the following “fee accounts” to assist parents with financial difficulties. Use a state-established sliding scale coupled with the “free and reduced” forms to determine need.

$ 5,000 Establish a bus scholarship $ 5,000 Establish an athletic scholarship $ 15,000 Establish a kindergarten scholarship $ 25,000 Net adjustment to add scholarships

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FY12 M.O.E.

Requires $36,195,603 or + 2.433%

Expenses vs “Available funds” Estimates

Each .5% over FY11 for FY12 = + 176,679.91

Items Needed Cost Salary Increases $869,136.00 New Staff $365,150.00 Added Stipends /Payments $251,521.00 Added Supplies and Contracts $90,000.00 Areas of Savings ($465,276.00) Reorganize Elem Language ($62,310.00) Total Needed FY12 $1,048,221.00 "Revenue Sources" Amount Available 2% Priorities Funding $707,345.00 FY11 Actual additional CB $5,776.00 Savings from FY11 CB from FY10 CB $131,025.00 Ed Jobs Funding over and above IDEA $51,798.00 Total Available Funds $895,944.00 Shortfall ($152,277.00)

Based on Priorities Meeting January 11, 2011 Based on providing M.O.E. Services

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FY12 2% Priorities Budget

= $36,043,326

shortfall at 2% = $152,277 requires cuts:

($55,000.00) (1.0) Cut Elementary Tech Specialist ($17,277.00) (0.2) Cut elementary Asst. Principals to .5 East, .5 Cottage ($55,000.00) (1.0) Cut grade six teacher - class sizes 25-26 ($25,000.00) Reduce contingency to an additional $150,000

(152,277.00)

(2.20)

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FY12 Level-Funded Budget = $0 increase = $35,335,981 will require serious cutback of $1,009,731 to fund contractual obligations:

Salary Increases $869,136

691,153 Teacher raises steps + 1.5% 38,797 Administration contracts 1 1/2 - 2% 54,045 Instructional Support contracts 85,141 Non instructional Support

Required Staff $85,595

70,042 3.00 Increase IAs (1 NECC Heights; 1 NECC at MS; 1 EC) 15,553 0.73 Addback clerical nurses (.33 Heights and .4 SHS)

Contract Cleaning $55,000

50,000 Contract Cleaning Middle School

/Air Quality

5,000 Add indoor air quality check - district-wide

$1,009,731

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FY12 Level-Funded Budget = $35,335,981

No M.O.E. staffing to maintain quality services to students

Not Funded - Cut from M.O.E. Planning Do not add .5 Tech Integration Specialist (one year) Do not add 4.0 Elem. Tchrs (Class sizes 24-26 Grades 3-5) Do not add VHS teacher at SHS or VHS Coordinator stipend Do not increase Early Childhood IA 1/2 hr Do not increase .5 SPED teacher Heights Do not increase SPED outplacement liaison Do not increase .5 Speech & Language Reduce Contingency (budget/SPED) to same as FY11 Do not add stipend for team leaders and facilitator Do not establish scholarships, kindergarten, bus, & athletic Do not increase Teaching Supplies MS

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FY12 Level-Funded Budget = $35,335,981

Use savings that would occur anyway: $1,009,731 - $527,586= $482,145 remaining to cut

Areas of Savings ($465,276)

($63,918) (1.40) Decrease/adjust Central Office Staff & IA MS

that occur Anyway

($105,000) Savings Retirements + $15,000 buy ahead ($2,955) Intramurals Middle School ($293,403) Estimated SPED tuition DECREASE

Reorganize Elem Foreign Language ($62,310)

$60,000 0.75 Reorganize Elem. FL: Add French, Spanish, Chinese tchrs ($122,310) (1.60) Reduce elementary Chinese teachers

Total ($527,586)

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FY12 Level-Funded Budget = $35,335,981

cuts from existing staff: need $422,790 $482,145 - $319,974 = $162,171 Still needed to cut: $162,171

($17,789) (0.2) Cut elementary Assistant Principals to .5 East; .5 Cottage ($56,357) (1.0) Cut Elementary Tech Specialist ($57,735) (3.0) Cut permanent subs K-5 ($44,965) (0.5) Science/Social Studies Coordinator ($41,822) (0.4) Library Coordinator ($47,306) (0.6) Elementary Strings ($54,000) (1.0) Cut grade six teacher - class sizes 25-26 ($319,974) (6.7)

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FY12 Level-Funded Budget = $35,335,981

Additional changes to look at for reduction or reorganization for FY12 or FY13

Club Fees Sharon High ($40,756.00) $100 per student

• r cut clubs/self-fund via receipts

Club Fees Middle School ($22,432.00) $50 per student

• r cut clubs/self-fund via receipts

Total ($63,188.00)

Athletic Budget – FY11 Town funded: $348,069 57.4% Revolving: $258,044 42.6% TOTAL: $606,113 Middle School Clubs and Activities Town funded: $49,550 72.2% Revolving: $19,040 27.8% $68,590 High School Clubs and Activities Town funded: $113,471 91.9% Revolving: $10,000 8.1% $123,471

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FY12 Level-Funded Budget = $35,335,981

Additional changes to look at for reorganization and budget reduction for FY12 or FY13

Begin Process to Reorganize SPED Services

Hire 2.0 BCBA Certified Staff $193,326.00 Eliminate the contract with NECC ($300,000.00)

Total Savings

($106,674.00)

Consider eliminating all FREE bus service ($450,000.00) Using Home Rule Petition Total Savings ($450,000.00)

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Level-Services Budget Level-Funded Budget

Cottage FY12 Est Sections Avg Class Size Section Diff

Enrollment Change

Sections Class Size Section Diff

Kindergarten FD 43 2 21.5 2 21.5 Kindergarten 1/2 19 1 19.0 1 25.0 Grade 1 (Proj +10) 72 4 18.0 1 9 4 18.0 1 Grade 2 53 3 17.7

• 14

3 17.7 Multi 2 10 0.5 20.0

• 1

0.5 20.0 Multi 3 11 0.5 22.0 2 0.5 22.0 Grade 3 68 3 22.7 9 3 22.7 Grade 4 68 3 22.7

• 1
• 9

3 22.7

• 1

Grade 5 77 4 19.3 1 1 3 25.7 Total Cottage 421 21 1

• 3

20

East FY12 Est Sections Avg Class Size Section Diff

Enrollment Change

Sections Class Size Section Diff

Preschool 50 Kindergarten FD 43 2.0 21.5 2.0 21.5 Kindergarten 1/2 13 1.0 13.0 1.0 13.0 Grade 1 (Proj +7) 63 3.0 21.0

• 1
• 13

3.0 21.0

• 1

Grade 2 76 4.0 19.0 1 20 4.0 19.0 1 Grade 3 56 3.0 18.7

• 4

3.0 18.7 Grade 4 60 3.0 20.0

• 16

3.0 20.0 Grade 5 76 4.0 19.0 2 25 3.0 25.3 1 Total East 437 20.0 2 12 19.0 1

Heights FY12 Est Sections Avg Class Size Section Diff

Enrollment Change

Sections Avg Class Size Section Diff

Kindergarten FD 53 3.0 17.7 3.0 17.7 Kindergarten 1/2 20 1.0 20.0 1.0 20.0 Grade 1 (Proj +7) 80 4.0 20.0

• 1
• 26

4.0 20.0

• 1

Grade 2 106 5.0 21.2 1 10 5.0 21.2 1 Grade 3 96 5.0 19.2 1

• 3

4.0 24.0 Grade 4 99 5.0 19.8

• 15

4.0 24.8

• 1

Grade 5 114 5.0 22.8 1 5.0 22.8 Total Heights 568 28.0 1

• 33

26.0

• 1

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FY12 Budget Timeline

January 5, 2011 Initial FY12 Budget Proposals January 11, 2011 Priorities meeting to discuss allocations January 19, 2011 Open FY12 Budget Forum January 25, 2011 Priorities meeting to discuss allocations January 26, 2011 Preliminary FY12 Budget Discussion February 2, 2011 Presentation of Preliminary FY12 Budget February 8, 2011 Priorities meeting Votes budget allocations February 16, 2011 Vote Preliminary FY12 Budget By March 2, 2011 Send FY12 School Budget to Finance Committee Early March, 2011 Presentation of Budget to Finance Committee May 2, 2011 Town Meeting considers School Budget and Votes June, 2011 School Committee votes final budget

Scheduled Public Budget Meetings

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Values? Ideas? Suggestions? bjd@sharon.k12.ma.us