[PPT] - FY 2019 South Burlington School District Budget Information PowerPoint Presentation

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FY 2019 South Burlington School District Budget Information December 19, 2017

December 19, 2017 South Burlington School District Budget Information 1

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December 19, 2017 South Burlington School District Budget Information 2

Budget Information—2018-19 Contents

Contents Page Budget Deliverables ……………………………………………… 3 Components of Tax Rate …………………………………………. 4 Budget Workshop …………………………………………………… 5 Proposed Budget Factors ……………………………………….. 6 Budget and Tax Rate History …………………………………… 7 Tax Rate History and Estimate ………………………………… 8 Equalized Pupil History …………………………………………… 9 Measures of Per Pupil Cost …………………………………….. 10-17 Staffing and Enrollment Data …………………………………. 18-23 Academic Results/Programs ………………………………….. 24-26 Staff Summary ………………………………………………………. 27-28 Staffing Ratios Teacher ………………………………………….. 29-32 Notable Budget Items ……………………………………………. 33 Stewardship Plan …………………………………………………… 34-42 Budget Recap ………………………………………………………… 43 Where to Find Additional Information ………………….. 44 Questions ……………………………………………………………… 45 Facilities Stewardship Recap – Operating Budget …. 46 Facilities Stewardship Recap – Bonds …………………… 47

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Recommended Budget Deli liverables

The South Burlington School District Recommended Budget will allow us to:

Maintain student opportunities and programs that are essential for students to achieve desired

educational goals outlined in our District’s Ends Policy;

Continue programs and professional development for staff that allow for sustainability of our

schools’ excellence as measured by student outcomes (Ends);

Continue to utilize student assessment data to adjust and deploy resources in the identified

areas of need;

Safeguard well-being of students and staff through maintenance of all five school buildings

utilizing a bond as a financial instrument so that costs are spread over a twenty-year period. These highlights capture our commitment to educational excellence, student and staff well-being, fiscal responsibility and building stewardship.

December 19, 2017 South Burlington School District Budget Information 3

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Property Tax Rate Up 3.23%

Equalized Pupils 2,430.0 estimated number Up 0.54% Proposed Expenditures $49,205,466 Down 0.13% Estimated Revenues $11,993,908 Down 0.43% "Yield" $9,842 set by Vt AOE Down 3.13% Common Level of Appraisal 95.44% Estimated number Negligible change

Components of the Tax Rate Calculation

The tax rate can vary – and has over the years – as a result of any one of these five factors. The proposed year is one where the tax rate decreases, despite an increase in the expenditure level.

December 19, 2017 South Burlington School District Budget Information 4

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December 19, 2017 South Burlington School District Budget Information 5

SBSD Budget FY 2019 Status

Actual FY18 Budget FY19 Prelim Budget Change % Chg

Version: # 1a ######## Expenditure Budget Funds 01 & 03: $49,268,882 $49,303,466 (1) $34,584

0.07%

FY18 Factors

From Regular Operating, to find: ($98,000) Property Yield $9,842

$10,160

* CLA

95.44% 95.98% (3)

Adjusted Expenditure Budget $49,268,882 $49,205,466 ($63,416)

0.13%

Equalized Pupils: 2,430.00

2,416.89

Less "Other" Revenue Funds 01 & 03: $12,046,081 $11,993,908 (2) ($52,173)

0.43%

Non-Resid Tax Rate $1.6290

$1.5350

possible revenue budget changes: $0 Adjusted Revenue Budget: $12,046,081 $11,993,908 ($52,173)

0.43%

(Net) State Education Fund $37,222,807 $37,211,558 ($11,249)

0.03%

Equalized Pupils 2,416.89 2,430.00 (3) 13.11

0.54%

Net "Ed Spending" Per Equalized Pupil $15,401.12 $15,313.40 ** ($87.72)

0.57%

Total

$1,556 Property "Yield" $10,160 $9,842 (4) ($318.00)

3.13%

Change from FY18

$51

monthly change $4.25 S.B. Residential Tax Rate (w/o CLA) $1.5159 $1.5559 $0.0400 2.64% Tax on a $336,110 home

$5,480 (6) Residential Tax Rate w/ CLA $1.5793 $1.6303 (5) $0.0510

3.23% Change from FY18 $171

Non-Residential Tax Rate (w/o CLA) $1.5350 $1.6290 $0.0940 6.12% monthly change

$14.28 Non-Residential Tax Rate w/ CLA $1.5993 $1.7068 $0.1075

6.72% Tax on a $231,356 condo

$3,772 (7)

Change from FY18 $118 monthly change

$9.83 The % change in the total expenditure budget

0.13%

FY18 Factors

The % change in ed spending per equalized pupil is:**

0.57%

Income Sensitivity Impac 2.72% 2.72%

The % change in the estimated residential tax rate is: 3.23%

Tax on $40,000 HH Income $1,088

The % change in the non-residential tax rate from FY18 is: 6.72%

Tax on $60,000 HH Income $1,632

The % change in the income sensitized rate from FY18 is: 0.00%

Tax on $80,000 HH Income $2,176

The % change in draw from the State Education Fund is:

0.03%

Sheet Notes: Budget Notes:

SBSD Budget Development--"Recommended" Budget--DRAFT

State Level Factors FY19

Residential Property Tax Impact Before income sensitivity and with the CLA the residential property tax per $100,000 homestead value is estimated as:

4. The "property yield, set by the AOE
5. The total computed residential tax rate.
1. Total expenditure budget, ed spending per equalized pupil, and percent

change are, by law, included in the ballot language.

2. This budget recognizes reductions considered to date, as well as estimates for

CLA and Equalized Pupils.

3. Items circled in red represent district estimates for State parameters eventually

expected

1. The total expenditure budget proposed for the coming year.
2. The total amount expected in revenue for the coming year.
3. The count of equalized pupils computed by the AOE

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Proposed Budget Factors include:

Total expenditure decrease of 0.13% versus 2018 fiscal year
Tax rate increase of 3.23% versus 2018 fiscal year.* Our local budget increase

impacts the tax rate by 0.10%. 3.22% of that is due to a decrease in the state-set “property yield.”

The average condo ($231,356) in South Burlington will see a $118 increase
The average home ($336,110) in South Burlington will see a $171 increase

*The School District tax rate is subject to change based on possible legislative action after this budget vote

December 19, 2017 South Burlington School District Budget Information 6

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% Spending Fiscal Budget Increase Tax Change in Year Request Proposed Rate Tax Rate 2019 preliminary $49,205,466

0.1%

$1.6303 * 3.23% 2018 $49,268,888 4.9% $1.5793

2.01%

2017 $46,973,703 2.7% $1.6117

0.52%

2016 $45,747,228 3.3% $1.6202 0.61% 2015 $44,297,297 3.0% $1.6104 6.15% 2014 $42,986,751 2.1% $1.5171 7.50% 2013 $42,106,183 3.7% $1.4112 2.78% 2012 $40,587,607 0.7% $1.3730

0.72%

2011 $40,296,044 0.9% $1.3830

5.98%

2010 $39,923,685 4.4% $1.4710 8.56% Ten Year Averages: 2.56% 1.96% * Estimated, subject to final adjustments of the state legislature. Budget & Tax Rate Changes Proposed FY 2019 Budget SOUTH BURLINGTON SCHOOL DISTRICT

December 19, 2017 South Burlington School District Budget Information 7

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Tax Rate History and Estimate

December 19, 2017 South Burlington School District Budget Information 8

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SOUTH BURLINGTON SCHOOL DISTRICT Equalized Pupil Comparison % Change FY14 FY15 FY16 FY17 FY18 FY19* FY19 vs FY14 State-Wide Total 89,899 89,257 89,164 89,039 87,745 88,101

2.0%

South Burlington 2,381 2,365 2,400 2,420 2,417 2,430 2.1% * District estimate. We do not yet have equalized pupil amount from State AOE

December 19, 2017 South Burlington School District Budget Information 9

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December 19, 2017 South Burlington School District Budget Information 10

How does school spending in South Burlington compare with other districts in the state?

The State of Vermont publishes per pupil cost data three different ways:

1. “Ed Spending per Equalized Pupil” is used to set tax rates for each of the districts in the state.

This version of per pupil cost divides “net” education spending by the number of equalized pupils in a district. Equalized pupils is a statistic for resident pupils (incoming tuition students are not counted) with various “weights” applied to recognize intensity of need for students.

2. “Allowable tuition” is a per pupil cost designed to answer the question: how much should a

receiving school be allowed to charge a sending school for the education of the sending school’s tuitioned students. This per pupil cost excludes items like transportation of resident students to and from school and tuition expense for students who need to be tuitioned out. Sending schools should not be expected to pay this types of expense.

3. SASRS: Data from the Vermont Annual Statistical Report of the Schools includes ALL expenses a

district incurs, divided by the full time enrollment in the district, including resident and non- resident students.

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How Does South Burlington's Ed Spending per Equalized Pupil compare to: (a) all Vermont school Districts, and (b) Vermont Public k-12 School Districts?

School Year South Burlington Highest in the State Average of All Schools Rank in State…

ut
f…

Highest in the State, Public k-12 Schools Average of Public K-12 Schools Rank among Public K-12 schools…

ut of…

2012 $12,978 $19,369 $11,841 100 16,446 $12,012 11 30 2013 $13,410 $25,060 $12,381 103 13,499 $12,577 11 30 2014 $14,258 $19,701 $13,039 83 17,390 $13,436 6 30 2015 $14,893 $20,659 $13,499 94 18,113 $13,770 6 30 2016 $14,923 $20,200 $13,725 109 16,933 $14,141 8 29 2017 $15,052 $23,948 $14,132 110 266 16,796 $14,522 14 28 (b) (a)

December 19, 2017 South Burlington School District Budget Information 11

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December 21, 2017 South Burlington School District Budget Information 12

$0 $5,000 $10,000 $15,000 $20,000 $25,000 2015 2016 Highest In State Lowest in the State South Burlington

Ed Spending per Equalized Pupil

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SOUTH BURLINGTON SCHOOL DISTRICT Allowable Tuition (without debt)

Year South Burlington Elementary Highest in the State State Avg Rank out of 195 South Burlington Secondary Highest in the State State Avg Rank out

f 126

2015 $12,735 $19,471 $12,336 96 $15,235 $39,939 $14,831 43 2016 $12,705 $28,325 $12,264 96 $15,817 $35,313 $14,598 36 2017 $12,784 $22,190 $12,631 94 $15,591 $34,854 $14,880 49

Elementary Secondary

December 19, 2017 South Burlington School District Budget Information 13

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Allowable Tuition--Elementary

December 21, 2017 South Burlington School District Budget Information 14

$0 $5,000 $10,000 $15,000 $20,000 $25,000 2015 2016 Highest In State Lowest in the State South Burlington

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Allowable Tuition--Secondary

December 21, 2017 South Burlington School District Budget Information 15

$0 $5,000 $10,000 $15,000 $20,000 $25,000 2015 2016 Highest In State Lowest in the State South Burlington

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Summary of the Annual Statistical Report of Schools (SASRS) Cost Data Compiled and published by the Vermont AOE, the “SASRS” Divides total district cost by full time student count, resident and non- resident. South Burlington’s per pupil Cost by this measure is…………..$17,708 South Burlington Ranks 40th in the list of 62 district entities, meaning 39 districts spend more per pupil than South Burlington. South Burlington’s cost includes an average of $525,000 per year in capital expenses that many districts do not.

This data is for the 2015-16 school year, the most recent year for which data is available.

December 19, 2017 South Burlington School District Budget Information 16

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SASRS Per Pupil Cost Data

December 21, 2017 South Burlington School District Budget Information 17

$0 $5,000 $10,000 $15,000 $20,000 $25,000 2015 2016 Highest In State Lowest in the State South Burlington

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December 19, 2017 South Burlington School District Budget Information 18

Staffing and Enrollment Data

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Central School Enrollment and Staffing

December 19, 2017 South Burlington School District Budget Information 19

Central School

Grade Students Teachers Students Teachers K 48 3 44 3 1 45 2 64 4 2 50 3 49 3 3 55 3 54 3 4 61 3 63 4 5 82 4 60 3 Total 341 18 334 20 Average Class Size K 1 2 3 4 5 K-5 15.8 20.0 16.7

This Year

17-18 14.7 16.0 16.3 18.0 16-17 16.0 22.5 16.7 18.3 20.3 20.5 18.9

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Chamberlin School Enrollment and Staffing

December 19, 2017 South Burlington School District Budget Information 20

Chamberlin School

Grade Students Teachers Students Teachers K 42 2 42 3 1 44 2 41 2 2 47 3 47 3 3 29 2 29 2 4 37 2 38 2 5 51 3 51 3 Total 250 14 248 15 Average Class Size K 1 2 3 4 5 K-5 18.5 17.0 17.9 16-17 21.0 22.0 15.7 14.5

This Year

17-18 14.0 20.5 15.7 14.5 19.0 17.0 16.5

* Kindergarten - 2 classroom teachers and 1 Dual Certified teacher providing classroom support and Special Education support

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Orchard School Enrollment and Staffing

December 19, 2017 South Burlington School District Budget Information 21

Orchard School

Grade Students Teachers Students Teachers K 64 4 69 4 1 68 4 64 4 2 69 4 69 4 3 48 3 59 3 4 53 2 53 3 5 75 4 83 4 Total 377 21 397 22 Average Class Size K 1 2 3 4 5 K-5 17.7 20.8 18.0

This Year

17-18 17.3 16.0 17.3 19.7 16-17 16.0 17.0 17.3 16.0 26.5 18.8 18.0

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Middle School Enrollment and Staffing

December 19, 2017 South Burlington School District Budget Information 22

Students

This Year Grade 17-18 6 188 7 179 8 180 Tuition 8 Total 555

Core Teachers (Lang Arts, Math, Sci, Soc Studies)

This Year Grade 17-18 6 8 7 & 8 16 Total 24 This Year Grade 17-18 6 23.8 7 & 8 22.9 Total 23.1

Students per Core Teacher

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High School Enrollment and Staffing

December 19, 2017 South Burlington School District Budget Information 23

Students

This Year Grade 17-18 9 171 10 191 11 163 12 216 Tuition 198 Total 939 This Year Grade 17-18 Total 36.17 This Year Grade 17-18 Total 26.0

Core Teachers (Lang Arts, Math, Sci, Soc Studies) Students per Core Teacher

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South Burlington School District has some of the best academic results in the State. South Burlington High School is one of the top performing high schools in Vermont, and the country, year after year.

English Language Arts SBAC Results 2016 South Burlington State of Vermont Elementary 66% Proficient 51% Proficient Middle School 72% Proficient 37% Proficient High School (grade 11) 79% Proficient 58% Proficient Math SBAC Results 2016 South Burlington State of Vermont Elementary 67% Proficient 67% Proficient Middle School 56% Proficient 42% Proficient High School (grade 11) 52% Proficient 37% Proficient

24

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Percentage of Graduatin ing Students Enterin ing Hig igher Education

2011 2012 2013 2014 2015 2016 2017 Total SB 76% 78% 73% 77% 77% 79% 79% State Total 59% 57% 59% 58% 60% NA NA

December 19, 2017 South Burlington School District Budget Information 25

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AP courses in Biology, Calculus AB, Calculus BC, Computer Science, European

History, English Literature and Composition, English Language and Composition, Environmental Science, French, Chemistry, Physics I, and U.S. Government and Politics

More Presidential Scholars than any Vermont high school
South Burlington Big Picture Program
Career Development Center
Wide variety of athletics, academic, community service and visual and preforming

arts clubs and activities at every level

ACT and Pre-ACT provided to all students

December 19, 2017 South Burlington School District Budget Information 26

A Sampling of Programs offered to our Hig igh School l Students

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December 19, 2017 South Burlington School District Budget Information 27

SBSD Budget Development STAFF SUMMARY

RM Central School Chamberlin School Orchard School Elementary Summary

Teachers

Budgeted FY17/18 Actual FY17/18 Budgeted FY17/18 Actual FY17/18 Budgeted FY17/18 Actual FY17/18 Budgeted FY17/18 Actual FY17/18

Social Studies, English, Math, Science, Elementary Teachers

20.00

14.00 14.50

21.00 22.00 55.00 56.50 Arts, PE, Technology, Library- Media, World Language, Family Living, Business 4.00 4.00 2.90 2.80 4.00 4.00 10.90 10.80 Support, Leadership, Alternative Programs 2.80 2.80 3.13 3.00 3.12 3.00 9.05 8.80 Guidance, Health Services 2.60 2.60 1.60 1.60 2.40 2.40 6.60 6.60 Sp Education & ELL Teachers 6.00 6.00 5.00 5.50 7.60 7.60 18.60 19.10

Total 35.40 35.40 26.63 27.40 38.12 39.00 100.15 101.80

Support Staff

Special Education 16.00 17.00

13.00

13.00 12.50

42.00 42.50 Instruction, Supervision, Support, Library/Media, Guidance, Technology, Alumni

9.69

10.69

6.99

7.15

8.14

8.14 24.82 25.98 Maintenance and Custodial 3.00 3.00 3.00 3.00 3.00 3.00 9.00 9.00

Total 28.69 30.69 22.99 23.15 24.14 23.64 75.82 77.48

Leadership

Administrators 1.00 1.00 1.00 1.00 1.00 1.00 3.00 3.00

GRAND TOTAL 65.09 67.09 50.62 51.55 63.26 63.64 178.97 182.28

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December 19, 2017 South Burlington School District Budget Information 28

FHT Middle School SB High School District Overall Summary

Teachers

Budgeted FY17/18 Actual FY17/18 Budgeted FY17/18 Actual FY17/18 Budgeted FY17/18 Actual FY17/18 Budgeted FY17/18 Actual FY17/18

Social Studies, English, Math, Science, Elementary Teachers 24.00 24.00

38.37 38.10

117.37

118.60 Arts, PE, Technology, Library- Media, World Language, Family Living, Business

14.55

23.48 23.15

3.10 3.10 52.03 51.60 Support, Leadership, Alternative Programs 0.83 1.10

5.59 5.67

0.10 0.00 15.57 15.57 Guidance, Health Services 2.80 2.80

5.50 5.50

0.10 0.10 15.00 15.00 Sp Education & ELL Teachers 10.00 10.00

11.60 11.60 8.60 8.60

48.80 49.30

Total 52.18 52.45 84.54 84.02 11.90 11.80 248.77 250.07

Support Staff

Special Education

16.00

12.00

16.00 17.00 10.23 11.43

84.23 82.93 Instruction, Supervision, Support, Library/Media, Guidance, Technology, Alumni

8.50 8.85 17.73 17.98 60.47 61.20

111.52 114.01 Maintenance and Custodial 6.00 6.00 8.00 7.60

8.80 8.80

31.80 31.40

Total 30.50 26.85 41.73 42.58 79.50 81.43 227.55 228.34

Leadership

Administrators 2.00 2.00 4.00 4.00 4.00 4.00 13 13

GRAND TOTAL 84.68 81.30 130.27 130.60 95.40 97.23 489.32 491.41

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Staffing Ratios

How does South Burlington’s staffing compare with other districts in the state? District staffing per student is in line with guidelines issued by the Vermont Agency of Education.

December 19, 2017 South Burlington School District Budget Information 29

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Note: Includes certified Teaching Staff, grades K -12, Vocational Teachers, Special Ed Ungraded Teachers, Itinerant Ungraded teachers (i.e. teachers who travel between schools during the day), excludes Preschool Teachers.

December 19, 2017 South Burlington School District Budget Information 30 6.95 9.51 11.30 12.10

Students per Teacher

Staffing Ratios Students per Teacher Vermont AOE data

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Staffing Ratios Students per Para Educator Vermont AOE Data (K-12)

December 19, 2017 South Burlington School District Budget Information 31

13.11 18.84 25.62 36.29

5 10 15 20 25 30 35 40 Lowest in the State (St Johnsbury SD) Average in the State South Burlington, ranks 7th Highest in the State (Orange SW)

Students per Para Educator

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Staffing Ratios Students per Total Staff Vermont AOE Data (K-12) South Burlington is tied for 2nd with Lamoille

South. Dresden count is the K-6 Elementary

school staff.

December 19, 2017 South Burlington School District Budget Information 32 3.73 4.77 5.80 5.92 1 2 3 4 5 6 7 Lowest in the State (Caledonia North SU) Average in the State South Burlington, tied for 2nd with Lamoille South Highest in the State (Dresden)

Students per Total Staff

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Notable Budget It Items

Reduction of $573,524 from new health plan implementation
Electricity Expense Reduced by $20,000 due to solar power array at old

landfill site

Maintains funding for safety and security items, security cameras, lock and

key system, etc.

$990,500 Stewardship bond to pay for various capital upgrades, including

$325,000 for restroom facility on Munson Field.

$150,000 included in Stewardship bond to re-fit high school library space

after City library exit. Library rental revenue reduced by $64,788.

No new money going into Capital Reserve, but balance remains at

$300,000, available for use if necessary.

December 19, 2017 South Burlington School District Budget Information 33

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Categories

Continued Service FY19 F S Recommended Budget FY19 F S

SBSD School District-Wide:

Athletic Facilities

3 Fence $5,000 O $0 4 Restroom & Training Room for Munson Field (new bu $325,000 B $325,000 B 5 Storage Building $50,000 B $50,000 B

Total SBSD- Athletic Facilities

$380,000 $375,000

Buses (23 in fleet with a 10 year useful life)

2 1 Lease Purchase (5 yr term @ 4% rate) 2 Purchase Cost $175,100 L $87,550 L 3 Other Vehicles - Facilities Maintenance (operating bu $20,000 L

Total SBSD- Buses & Other Vehicles

$195,100 $87,550

Continuing Service vs Recommended SBSD FACILITIES STEWARDSHIP PLAN - through 2022

December 19, 2017 South Burlington School District Budget Information 34

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Kitchens

1 All Schools $20,000 O $20,000 O

Other Projects

1 Security Camera System Upgrade $140,000 L $140,000 L 2 Telephone System Replacement $350,000 L $0 3 400 Dorset Street - ADA and remodel $1,000 O $0 4 FHTMS/SBHS Building Analysis $35,000 O $35,000 O 5 Key and Lock Upgrades $20,000 O 6 Modulars for Chamberlin Relocation $0 B

Total SBSD - Other Projects

$546,000 $175,000

Total - SB School District Wide

$1,141,100 $657,550

South Burlington High School:

ENERGY

1 Lighting $3,000 O $3,000 O

Flooring

1 Carpet & Asbestos, Floor tile Replacement $50,000 O 2 Gym Floors Sand & Refinish outside contractor $5,000 O $5,000 O

Total SBHS - Flooring

$55,000 $5,000

December 19, 2017 South Burlington School District Budget Information 35

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HVAC - Heating, Ventilation & AC

1 Auto Logic $250,000 B 3 Replace Heaters/Ventilators (Art w ing first) $15,000 O

Total SBHS - HVAC

$265,000 $0

Other Projects

1 Restroom Replacement - SBHS $175,000 B

2 Main Electrical Feed

$100,000 B

4 Library Reconfiguration

$0 $150,000 B

Total SBHS - Other Projects

$275,000 $150,000

Parking Lot Paving, Patching, Striping and Sidewalks

2 Repave Main lot shared w ith Middle School (include a $150,000 B $50,000 B 4 Sidew alk from bus loop to east entrance (curb repai $8,000 O

Total SBHS - Parking Lots

$158,000 $50,000

Roof

1 East w ing roof replacement (modified built up for 14 $282,500 B $0 2 West w ing roof coating (11,694 square feet) $282,500 B $0

Total SBHS - Roof

$565,000 $0

December 19, 2017 South Burlington School District Budget Information 36

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Security & Safety

1 Fire Alarm Upgrades $13,000 O $43,000 B 2 Re-key and door hardw are upgrade and security $25,000 O $15,000 B 3 Exterior Door Upgrades $13,000 O $13,000 B

Total SBHS - Security & Safety

$51,000 $71,000

Windows

1 Window Replacement $100,000 B $0

Total - SBHS

$1,472,000 $279,000

Frederick H. Tuttle Middle School:

1 Burner Replacement - 1995 $65,000 B $65,000 B

Flooring

1 Flooring - Carpet & Asbestos floor tile Replacement $50,000 O $110,000 B 2 Gym Floors $20,000 O $0

Total FHTMS - Flooring

$70,000 $110,000

Energy

1 Lighting $3,000 O $12,000 B

Total FHTMS - Energy

$3,000 $12,000

HVAC - Heating, Ventilation & AC

2 HVAC - Auto Logic $300,000 B $0

Total FHTMS - HVAC

$300,000 $0

December 19, 2017 South Burlington School District Budget Information 37

SLIDE 38

Parking Lot Paving, Patching, Striping and Sidewalks

1 Parking Lot Repave shared w ith high school & north $260,000 B $0

Total FHTMS - Parking Lots

$260,000 $0

Roof

3 Rubber Membrane (PVC) (1999 $118,500) $1,200,000 B $0

Total FHTMS - Roof

$1,200,000 $0

Security & Safety

1 Exterior Door Replacement $10,000 O $0 2 Fire Alarm Upgrades $10,000 O $10,000 B 3 Key & Lock Security Upgrades $10,000 O $5,000 O

Total FHTMS - Security & Safety

$30,000 $15,000

Total - FHTMS

$1,928,000 $202,000

Chamberlin School:

2 Lighting $3,000 O $3,000 B 3 Flooring - Carpet & Asbestos floor tile Replacement $7,000 O $7,000 B 4 Gymnasium Lighting, Locker Rooms & Flooring (Tile F $15,000 O 6 Parking Lot - upgrades $40,000 B $7,500 B

Roof

1 Roof $0 B

Total Chamberlin - Roof

$0

December 19, 2017 South Burlington School District Budget Information 38

SLIDE 39

Security & Safety

1 Fire Alarm Upgrades $5,000 O $5,000 B

Total - Chamberlin School

$70,000 $22,500

Orchard School:

Flooring

1 Flooring - Carpet & Asbestos floor tile Replacement $5,000 O $5,000 B

Total Orchard - Flooring

$5,000 $5,000

HVAC - Heating, Ventilation & AC

2 Gymnasium air handler $10,000 B $0

Total Orchard - HVAC

$10,000 $0

Energy

1 Lighting $3,000 O $3,000 B

Total Orchard - Lighting

$3,000 $3,000

Roof

1 Roof $67,000 B $67,000 B

Total Orchard - Roof

$67,000 $67,000 December 19, 2017 South Burlington School District Budget Information 39

SLIDE 40

Security & Safety

1 Fire Alarm Replacement $5,000 O $5,000 B 2 Key Scan Access $5,000 O $5,000 O

Total Orchard - Security & Safety

$10,000 $10,000

Total - Orchard

$95,000 $85,000

Rick Marcotte Central School:

2 Lighting $3,000 O $3,000 B

Flooring

1 Flooring - Carpet & Asbestos floor tile Replacement $10,000 O $5,000 B

Total Rick Marcotte Central - Flooring

$10,000 $5,000

Roofs

1 Roof - Gymnasium $28,000 B $0 2 Roof Replacements-- Art Room $110,000 B $30,000 B

Total Rick Marcotte Central - Roofs

$138,000 $30,000

Security & Safety

1 Fire Alarm Upgrades $13,000 O $7,000 B 2 Front Door Replace $10,000 O $10,000 O

Total Rick Marcotte Central - Security & Safety

$23,000 $17,000

Total - Rick Marcotte Central School

$174,000 $55,000

Grand Total - District Capital Needs

$4,880,100 $1,301,050

December 19, 2017 South Burlington School District Budget Information 40

SLIDE 41

December 19, 2017 South Burlington School District Budget Information 41

Continued Service FY19 Recommended Budget FY19

Summary by Funding Source:

Operating Budget $400,000 $83,000 Long Term Bonds $3,795,000 $990,500 Lease proceeds $685,100 $227,550 Donations $0 $0 Grants $0 $0 Dedicated Revenues $0 $0 $4,880,100 $1,301,050 Lease Payments Payments on Prior Leases $30,128 $30,128 Payments on 2018 Lease $96,020 $96,020 Payments on 2019 Lease $153,892 $51,114 Payments on 2020 Lease Payments on 2021 Lease Payments on 2022 Lease

SLIDE 42

Bond Payments Payments on Prior Debt $362,992 $362,992 Payments on 2019 Bond $75,900 $19,810 Payments on 2020 Bond Payments on 2021 Bond Payments on 2022 Bond

Total Budget Costs: Operating, plus Debt Svce, plus Lease Pmt, Plus Other $838,892 $465,802

December 19, 2017 South Burlington School District Budget Information 42

SLIDE 43

Budget Recap

0.13% Budget Decrease
0.43% Revenue Decrease
Tax rate increase of 3.23% versus 2018 fiscal year. 3.22% of that is due

to a decrease in the state-set “property yield.” The local budget increase impacts the tax rate by 0.10%.

190 Tuition Students
$205 Additional on Average Home
$141 Additional on Average Condo
Neither CLA nor Equalized Pupils are finalized at this time

South Burlington School District Budget Information December 19, 2017 43

SLIDE 44

Where To Find Additional Information

www.sbschools.net (School District Website)
www.otherpapersbvt.com (Other Paper)
www.southburlingtonvt.gov (City Website)
www.sbschools.net (School District Annual Report Card)

December 19, 2017 South Burlington School District Budget Information 44

SLIDE 45

QUESTIONS?

December 19, 2017 South Burlington School District Budget Information 45

SLIDE 46

SOUTH BURLINGTON SCHOOL DISTRICT Facilities Stewardship Recap - Operating Budget

page 1

For FY 2013 - FY 2017 Expenditures & the FY 2018 Budget,

1. Stewardship Plan - Actual Costs from Operating Budget for FY 2013 - FY 2017

Chamberlin Rick Marcotte Orchard District Fiscal Year School SBHS Central School FHTMS Wide Totals 2013 44,048 $ 65,074 $

$

9,904 $ 189,290 $ 210,816 $ 519,133 $ 2014 12,440 $ 51,493 $ 57,858 $

$

60,324 $ 48,155 $ 230,270 $ 2015 29,051 $ 24,442 $ 84,191 $ 30,298 $ 99,182 $ 319,752 $ 586,916 $ 2016 26,806 $ 225,628 $

$

126,758 $ 14,104 $ 338,378 $ 731,674 $ 2017 33,592 $ 58,610 $ 10,446 $ 43,424 $ 24,568 $ 388,519 $ 559,158 $ Totals 145,937 $ 425,247 $ 152,495 $ 210,384 $ 387,468 $ 1,305,621 $ 2,627,152 $ Average over Five Years 525,430 $

2. Stewardship Plan - Budget from Operating Costs for FY 2018

Chamberlin Rick Marcotte Orchard District FY 2018 School SBHS Central School FHTMS Wide Totals Initial Request 50,000 $ 134,700 $ 70,050 $ 15,000 $ 81,000 $ 426,585 $ 777,335 $ (Reductions) (25,000) $ (106,700) $ (35,000) $ (5,000) $ (66,000) $ (225,480) $ (463,180) $ Approved Budget 25,000 $ 28,000 $ 35,050 $ 10,000 $ 15,000 $ 201,105 $ 314,155 $

December 19, 2017 South Burlington School District Budget Information 46

SLIDE 47

SOUTH BURLINGTON SCHOOL DISTRICT Facilities Stewardship Recap - Bonds

page 2

2014 Repurposed Bond Project Costs, and 2016 Bond Budget

3. Final Cost of Projects Funded by 2014 Repurposed Bond

This work took place over three fiscal years (FY15 through FY17)

Chamberlin Rick Marcotte Orchard District 2014 Bond School SBHS Central School FHTMS Wide Totals Roof repairs

54,302 $

$
$
$
$
$

54,302 $ Elevator

$
$
$
$

487,857 $

$

487,857 $ Elevator, ramp, etc.

$

1,238,368 $

$
$
$
$

1,238,368 $ Roof over art wing

$

165,397 $

$
$
$
$

165,397 $ Windows - west wing

$

226,364 $

$
$
$
$

226,364 $ Final Costs 54,302 $ 1,630,129 $

$
$

487,857 $

$

2,172,288 $

4. 2016 Bond Project Budget

This work is taking place over three fiscal years (FY16 through FY18)

Chamberlin Rick Marcotte Orchard District 2016 Bond Budget School SBHS Central School FHTMS Wide Totals Roof - gymnasium

$

70,000 $

$
$
$
$

70,000 $ Restrooms

$

621,994 $

$
$
$
$

621,994 $ Windows

$

692,206 $

$
$
$
$

692,206 $ Gym floor & ceilings

$

60,000 $

$
$
$
$

60,000 $ Cafeteria floor

$
$
$
$

90,000 $

$

90,000 $ Transportation lot/office

$
$
$
$
$

54,000 $ 54,000 $ Munson Field turf/track,

$
$
$
$
$

938,023 $ 938,023 $ Entrance road repaving

$
$
$

35,000 $

$
$

35,000 $ Totals

$

1,444,200 $

$

35,000 $ 90,000 $ 992,023 $ 2,561,223 $ December 19, 2017 South Burlington School District Budget Information 47