KINDERGARTEN ENROLLMENT KINDERGARTEN ENROLLMENT School Year Live - - PDF document

Port Washington UFSD - February 1, 2011 1

PORT WASHINGTON UNION PORT WASHINGTON UNION FREE SCHOOL DISTRICT FREE SCHOOL DISTRICT

2 0 1 1 -1 2 Budget I nform ation DRAFT

Mary Callahan Assistant Superintendent for Business February 1, 2011

KINDERGARTEN ENROLLMENT KINDERGARTEN ENROLLMENT

3 6 3 projected 332 2011/ 12 tentative 367 109.34 332 2010/ 11 1st Grade 397 395 111.90 353 2009/ 10 2nd Grade 374 373 106.57 350 2008/ 09 3rd Grade 397 377 95.69 394 2007/ 08 4th Grade 372 369 101.37 364 2006/ 07 5th Grade 395 373 102.47 364 2005/ 06

As of 1/3/11 Number Enrolled Birth to Enrollment Live Births School Year

12th Grade exiting 6/30/11 = 341

Port Washington UFSD - February 1, 2011 2

FINANCIAL STATUS FINANCIAL STATUS

$ 1,747,070. (a) $ 1,391,768. ERS Retirement Reserve $ 3,138,383. $ 1,513,851. $ 435,189. (b) Employee Benefit Accrued Liability $ 1,979,040. $ 436,257. (a) $ 700,000. Restricted Fund Balance Workers Comp $ 1,136,257.

Anticipated Balance as

• f 6/30/11

Anticipated Use As of 6/30/10

$ 3,474,968. $ 1,059,212. (d) Unrestricted (f) (Unreserved/ Undesignated) $ 4,534,180. (e)

• 0-

$ 1,059,212. (c) Unassigned (Unreserved/ Designated) $ 1,059,212.

(a) Full use of balance anticipated during 2011-12 (b) Estimated vacation/incentive costs (c) This money was given back to taxpayers to keep 2010-11 tax levy @ 1.94% (d) Minimum needed to keep levy and budget equal under current law. (e) Board will determine appropriate use of funds to offset 2011-12 tax levy. More information needed to make an informed decision. (f) These titles were changed by the Governmental Account Standards Board and are effective as of 6/30/11.

HISTORIC PENSION RATE HISTORIC PENSION RATE FLUCTUATIONS FLUCTUATIONS

2.52 % 7.0 % 2003-04 5.63 % 9.5 % 2004-05 7.97 % 10.5 % 2005-06 8.60 % 8.9 % 2006-07 11.50 % 16.3 % 2011-12 8.62 % 11.9 % 2010-11 6.19 % 7.4 % 2009-10 7.63 % 8.5 % 2008-09 8.73 % 9.6 % 2007-08

TRS (*) ERS SCHOOL YEAR

(*) Of information on file Lowest rate was 0.36 % in years 2001-03 Highest rate was 23.49 % in years 1980-84

Port Washington UFSD - February 1, 2011 3

HISTORIC EMPIRE PLAN HISTORIC EMPIRE PLAN RATE FLUCTUATIONS RATE FLUCTUATIONS

13.2 % 2003-04 13.5 % 2004-05 7.4 % 2005-06 9.2 % 2006-07 12.7 % 2011-12 3.36 % 2010-11 1.18 % 2009-10 5.4 % 2008-09 4.7 % 2007-08

EMPIRE PLAN SCHOOL YEAR

MAJOR AREAS OF INCREASE/DECREASE MAJOR AREAS OF INCREASE/DECREASE

+ $ 4,000,000 $ 30,500,000 Pension, Social Security, Workers Compensation, Insurances

Health, life, dental, unemployment

• 0-

$ 400,000 Capital

• $ 26,600

$ 6,400,000 Debt

• $ 17,300

$ 24,200,000 Contracted Services

legal, insurance, bussing, repairs, staff development, postage, utilities, copying, supplies, textbooks, Special Education tuitions & BOCES

+ $ 17,300 $ 624,500 Equipment/Student Furniture

Budget Requests

All figures rounded

Port Washington UFSD - February 1, 2011 4

MAJOR AREAS OF MAJOR AREAS OF INCREASE/DECREASE CONTINUED INCREASE/DECREASE CONTINUED

6.7 % + $ 8,500,000 $ 135,600,000 Present Draft Costs ? Number and Location Layoffs Excessed Staff ? Value of Incentives

• First due date 2/18/11

+ $ 3,050,000 + $ 1,400,000 $ 73,300,000 Salaries – Step and increases

Loss of ARRA salary funding

(But assumes all other aids remain constant)

Budget Requests

1% = $1,270,932

PORT WASHINGTON UNION PORT WASHINGTON UNION FREE SCHOOL DISTRICT FREE SCHOOL DISTRICT

2 0 1 1 -1 2 Academ ic/ School Program

• Dr. Nicholas A. Stirling

Assistant Superintendent for Curriculum, Instruction and Assessment February 1, 2011

Port Washington UFSD - February 1, 2011 5

ELEMENTA ELEMENTARY PROGRAM RY PROGRAM

Pre-K Kindergarten Grades 1-5 Program:

ELA, Math, Science, Technology, Social Studies, Health, Careers

Special Education Art Music Library Media Science Physical Education Port Enrichment Program (PEP) Reading Math Resource English as a Second Language (ESL)

EDUCATIONAL PROGRAM IMPACT- EDUCATIONAL PROGRAM IMPACT- ELEMENTARY MENTARY BASED O BASED ON ELIMINATION AND OR REDUCTIO ELIMINATION AND OR REDUCTIONS NS

• Pre-K: early intervention, neediest students, long term costs, loss of

state funding

• Kindergarten: ½ day, less social/ emotional/ academic, gap, long term

costs, increase cost to many families

• Grades 1-5 Program: ELA, Math, Science, Technology, Social

Studies, Health, Careers- class size 27,32, 35

• Special Education- mandated services-CSE
• Art- specials- master schedule-program equity, secondary program
• Music- specials- master schedule-program equity, secondary program
• Library Media Science- master schedule-program equity
• Physical Education- mandated services- master schedule

Port Washington UFSD - February 1, 2011 6

EDUCATIONAL PR EDUCATIONAL PROGRAM IMPACT-ELEM OGRAM IMPACT-ELEMENTA ENTARY RY BASED O BASED ON ELIMINATION AND OR REDUCTIO ELIMINATION AND OR REDUCTIONS NS

Port Enrichment Program (PEP)- school

wide enrichment, student needs, reduced- 2009-10

Reading- early intervention, long term

costs, RTI, instruction

Math Resource- early intervention, long

term costs, RTI, instruction

English as a Second Language (ESL)-

mandated

MIDDLE SCHOOL PROGRAM MIDDLE SCHOOL PROGRAM

All students shall be provided instruction ( units of study) designed to enable them to achieve, by the end of grade eight, State interm ediate learning standards through:

• English Language Arts, 2 units
• Social Studies, 2 units
• Science, 2 units
• Mathematics, 2 units
• Technology Education, 1 unit
• Family and Consumer Science, ¾ unit
• Physical Education 2 units
• Health education, ½

unit

• Arts, including ½

unit visual arts, ½ unit in music;

• Library and information skills, 1 period per week in grade

seven and eight;

Port Washington UFSD - February 1, 2011 7

EDUCATIONAL PROGRAM IMPACT-MIDDLE EDUCATIONAL PROGRAM IMPACT-MIDDLE BASED ON ELIMINATION AND OR REDUCTIONS BASED ON ELIMINATION AND OR REDUCTIONS

Languages other than English 2 units Special Education Port Enrichment Program Reading AIS Math Computer Education

EDUCATIONAL PROGRAM IMPACT-MIDDLE EDUCATIONAL PROGRAM IMPACT-MIDDLE BASED ON ELIMINATION AND OR REDUCTIONS BASED ON ELIMINATION AND OR REDUCTIONS

• English Language Arts, 2 units – class size avg. increase 30+ ,

teaming decrease

• Social Studies, 2 units – class size avg. increase 30+ , teaming

decrease

• Science, 2 units - class size avg. increase 30+ , teaming decrease
• Mathematics, 2 units class size avg. increase 30+ , teaming decrease
• Technology Education, 1 unit – maximizing staff, class size increase,

safety

• Family and Consumer Science, ¾ unit- class size, safety
• Physical Education 2 units -class size 30, safety
• Health Education, ½

unit – class size 28, scheduling

Port Washington UFSD - February 1, 2011 8

EDUCATIONAL PROGRAM IMPACT-MIDDLE EDUCATIONAL PROGRAM IMPACT-MIDDLE BASED ON ELIMINATION AND OR REDUCTIONS BASED ON ELIMINATION AND OR REDUCTIONS

Library and information skills, 1 period per week

in grade seven and eight; maximizing staff

Languages other than English 2 units-

maximizing staff, class size

Special Education-mandated services Port Enrichment Program-student need,

previously reduced

Reading-student need, state mandate AIS Math- student need, state mandate Computer Education-student need, skill

development

HIGH SCHOOL PROGRAM HIGH SCHOOL PROGRAM

All students shall be provided instruction ( units of credit- 2 2 .5 ) Designed to enable them to achieve, by the end of grade tw elve, State com m encem ent learning standards through:

English Language Arts, 4 credits Social Studies, 4 credits Science, 3 credits Mathematics, 3 credits Health, 1 credit Arts, 1 credit Languages other than English 3 credits* Physical Education, 2 credits Electives,1.5 credits

Port Washington UFSD - February 1, 2011 9

HIGH SCHOOL PROGRAM HIGH SCHOOL PROGRAM

Special Education Advanced Placement Program Business Education Home and Careers ESL STEPS Reading Technology Education

EDUCATIONAL PROGRAM IMPACT-HIGH EDUCATIONAL PROGRAM IMPACT-HIGH BASED ON ELIMINATION AND OR REDUCTIONS BASED ON ELIMINATION AND OR REDUCTIONS

Class size increase( approximately 1/ 3 of

classes above 25 students- 10% above 30 students

Reduce educational opportunities for all

students: lower graduation rates, out of district placements, lower college competitiveness

Levels of instruction- more differentiation School Climate

Port Washington UFSD - February 1, 2011 10

SUPPORTING PROGRA SUPPORTING PROGRAMS/SERVICES MS/SERVICES

Athletics After School Clubs Psychologist Social Worker School Counselors Library Media Specialist-High School Information Technology Aide/ Technician Teaching Assistants Educational Assistants

SUPPORTING PROGRA SUPPORTING PROGRAMS/SERVICES MS/SERVICES

Nurses Athletic Trainer Monitors Security Guards Secretarial/ Clerical Staff Custodial Staff Assistant Principals Principal District Administrators/ Support Staff

Port Washington UFSD - February 1, 2011 11

EDUCATIONAL PROGRAM IMPACT EDUCATIONAL PROGRAM IMPACT BASED ON ELIMINATION AND OR REDUCTIONS BASED ON ELIMINATION AND OR REDUCTIONS

Athletics- student need, social-emotional, high school prep,

school climate

After School Clubs-student need, social-emotional, school

climate

Psychologist- CSE- social emotional, testing-evaluation Social Worker- behavior intervention, outreach, social

emotional, CPS

School Counselor- behavior intervention, outreach, social

emotional, CPS

Library Media Specialist-maximizing staff (high school)

• Information Technology- technical instruction/ staff

development, technical management

Teaching Assistants- mandated services, instructional

support, social emotional

Educational Assistants-mandated services, safety, social

emotional

EDUCATIONAL PROGRAM IMPACT EDUCATIONAL PROGRAM IMPACT BASED ON ELIMINATION AND OR REDUCTIONS BASED ON ELIMINATION AND OR REDUCTIONS

Nurses- Health, safety Athletic Trainer- proper athletic development, safety Monitors- Safety, school climate Security Guards- safety, school climate Secretarial/ Clerical- overall school management,

communication, response to family

Custodial Staff- Health, safety Assistant Principals- Staff supervision/ evaluation,

building management, school climate, parent/ home partnership

Principal-mandated District Administrators-maximizing staff, reallocation of

responsibilities

Port Washington UFSD - February 1, 2011 12

PROGRAM NEEDS/REQUESTS (2011-12) PROGRAM NEEDS/REQUESTS (2011-12)

Special Education Program- enrollment,

mandated

ESL Program- mandated services Reading Program- Early intervention need World Language Program- Elementary LOTE- High School (Asian Language) Computer/ Technology Program- 6th grade Elementary Literacy Program- Literacy

Coaches

Science Specialist- Elementary

PORT WASHINGTON UNION PORT WASHINGTON UNION FREE SCHOOL DISTRICT FREE SCHOOL DISTRICT

Staff Excessing/Layoffs and Rules Governing Seniority BOE Budget Presentation

• Dr. Kathleen Mooney

Assistant Superintendent for Human Resources February 1, 2011

Port Washington UFSD - February 1, 2011 13

BACKGROUND BACKGROUND

Faced with the current national/ state/ local financial crisis

and increasing pension and medical cost contributions, the PWSD may have to make both program and employment cuts to deliver a fiscally appropriate budget.

District Administration has been meeting continuously with

all the collective bargaining units in order to seek concessions to help bridge the financial shortfall.

Early retirement incentive agreements have been reached

with all the of the bargaining units.

Without the collective cooperation of the bargaining units

contributing to ease this financial shortfall, employee layoffs will likely be necessary.

Final staffing decisions will be determined once the early

notification retirement notices are received and the status

• f negotiations with each of the bargaining units is
• assessed. These decisions will be presented to the BOE in

the coming weeks.

THE LAW THE LAW

NYS Law governs the process of teacher layoffs.

The law has been interpreted by numerous decisions issued by New York’s Commissioner of Education and New York courts over many years. It is the responsibility of the District Administration and Board of Education to implement these laws in accordance with the law.

Once a decision has been made to excess and/ or

eliminate positions, the layoffs are governed by seniority.

Teacher seniority rules also apply to other

certified professional educators, such as guidance counselors, school social workers, psychologists, teaching assistants, and school administrators.

Civil service employee layoffs are governed by

different seniority laws and rules.

Port Washington UFSD - February 1, 2011 14

BASIC SENIORITY CALCULATION BASIC SENIORITY CALCULATION

Seniority is earned in a NYS identified

tenure area.

Seniority is accrued in a tenure area by

full- time employees.

Tenure status cannot be a consideration

for layoffs. As long as employees are in a probationary position, they are ranked with all others, even if they do not have tenure.

OTHER CONSIDERATIONS OTHER CONSIDERATIONS

With limited exceptions (e.g. teachers reduced

from full-time to part-time at the District’s behest), seniority is not granted for part-time work.

Full-time employees can gain a full year of

seniority in two tenure areas simultaneously if they spend at least 40% of their time (excluding time in preparation, monitoring, or in co- curricular activities) in each tenure area, e.g. a 45-55, 50-50 or 60-40 split (e.g., Health/ PE).

Unpaid leave time is subtracted from seniority. Paid leave counts towards seniority.

Port Washington UFSD - February 1, 2011 15

LEAVE REPLACEMENTS LEAVE REPLACEMENTS

Employees who do not serve in a tenure-

track position (e.g., leave replacements) do not accrue seniority.

However, if a leave replacement teacher

later secures a “probationary” position in the same tenure area, then prior full-time substitute leave replacement work in the same tenure area counts towards seniority.

TIE-BREAKERS TIE-BREAKERS

Seniority ranking is based on service in the tenure

area.

If the least senior individuals serving in a particular

tenure area have equal seniority in that tenure area, and they started on the same date (e.g., September 1), then the law requires that the BOE appointment date must be the tie-breaker.

If employees with equal seniority share the same

start date and the same BOE appointment date, then the District may use any reasonable method to break the tie. Districts typically use:

The order of appearance on the BOE agenda The date of the offer/ commitment letter The date the offer/ commitment letter was signed

and returned by the employee to the District

Port Washington UFSD - February 1, 2011 16

TENURE AREAS TENURE AREAS

The NYS Board of Regents has defined specific

areas of tenure (i.e., Elementary Education, Library Media Specialist, Physical Education, Mathematics 7-12, etc.).

During layoffs, the District must excess the

individual with the least seniority in a tenure area.

Science, Foreign Language and Special Education

are tenure areas that contain several different certifications (i.e., areas that require specialized qualifications). This can present issues with respect to the most senior employees’ “qualification” to serve in the positions remaining after layoffs.

The District must shuffle the schedules of the most

senior educators within each tenure area, as necessary, to retain the services of the most senior educators serving within that tenure area.

“BUMPING” “BUMPING” RIGHTS IGHTS

If a teacher has seniority in more than one

teacher tenure area and the teacher is to be excessed from his or her current tenure area, then the teacher may “bump” back into any prior teacher tenure area in which s/ he has more seniority than the least senior teacher(s) serving in that tenure area.

Port Washington UFSD - February 1, 2011 17

BASIC LAYOFF AND RECALL BASIC LAYOFF AND RECALL

The employees with the least seniority in a

tenure area are laid off first.

Recall, however, is not based on seniority in the

tenure area; recall is based on seniority in the District (e.g., elementary teacher for five years who becomes special ed. teacher for three years; then is excessed from special ed., has eight years seniority in the District at time of recall--may be called back to special ed. before another special

• ed. teacher who was excessed with more

seniority in special ed. but less seniority in the District).

PREFERRED ELIGIBILITY LIST PREFERRED ELIGIBILITY LIST

Excessed teachers are placed on a

Preferred Eligibility List (PEL) for 7 years.

Full-time employment in another district

• r business does not disqualify a teacher

from being recalled to Port Washington at any time during the 7 years.

Teachers on the PEL must be given the

• pportunity to fill any leave replacement

position in their tenure area that is 5 months or more in duration.

Port Washington UFSD - February 1, 2011 18

PREFERRED ELIGIBILITY LIST PREFERRED ELIGIBILITY LIST

If an excessed teacher takes a leave

replacement position, s/ he is not guaranteed employment when the leave expires , but will remain on the PEL list for the duration of the 7 years from the

• riginal date of layoff or until s/ he is

restored to a full-time permanent position in her/ his tenure area.

AFTER THE LAYOFFS AFTER THE LAYOFFS

The District must cut the least senior employees

in the affected tenure areas. This may not occur equitably across the District. Initially, some buildings and departments may have an unequal number of cuts.

After the least senior employees are excessed,

the District must reallocate the remaining employees based on certification and need.

In the case of Civil Service employees,

reallocation of staff will occur based on civil service title and need.

Port Washington UFSD - February 1, 2011 19

IMPLICATIONS FOR PORT IMPLICATIONS FOR PORT WASHINGTON BUDGET/STAFFING WASHINGTON BUDGET/STAFFING

Overview of teacher leave replacements

currently employed.

Breakdown of tenure areas for

Administrators, Civil Service Employees, and Non-Aligned Staff.

Program-Staffing Connection. Next Steps.

TEACHER LEAVE REPLACEMENTS TEACHER LEAVE REPLACEMENTS

Hired annually with a contractual end date

• f June 30.

Substitute teacher status. No accrual of seniority rights. No obligation on the part of the District to

renew the contract beyond June 30 regardless of whether positions are excessed or not.

Port Washington UFSD - February 1, 2011 20

2010-2011 TEACHER LEAVE 2010-2011 TEACHER LEAVE REPLACEMENTS REPLACEMENTS

3 Art Teachers 12 Elementary Teachers (Pre-K through 6) 2 English Teachers 1 Guidance Counselor 1 Librarian 1 Music Teacher 1 Psychologist 1 Reading Teacher 2 Special Education Teachers 2 Speech Teachers

DEPARTMENTS WITH ONLY DEPARTMENTS WITH ONLY PROBATIONARY AN PROBATIONARY AND TEN D TENURED RED TEACH TEACHERS RS

Business Education ESL Foreign Language Health Home and Careers Mathematics Physical Education Science Social Studies Social Workers (2 Part-Time) Technology

Port Washington UFSD - February 1, 2011 21

IMPLICATIONS FOR IMPLICATIONS FOR EXCESSING TEACHING STAFF EXCESSING TEACHING STAFF

• If staffing cuts are determined in areas where there are currently

leave replacement teachers, those leave replacement teachers would not continue and the District would have to begin the actual excessing with the least senior probationary/ tenured teacher.

• If staffing cuts are determined in areas where there are only

probationary and/ or tenured teachers, then the District would have to excess the least senior teacher(s) as previously outlined.

• There are some departments where there are only tenured

teachers who have been in the District for many years. If the District excessed from those departments, those teachers would not be protected by either tenure or seniority from being laid off.

• Probationary/ tenured teachers seeking a year long leave of

absence must notify the District of their intent by either April 1 or May 1. Once the notifications are received, the District can then determine the leave replacement positions available for the next school year. If excessing occurs, those teachers placed on the PEL will be offered available leave positions as previously outlined.

ADMINISTRATOR TENURE AREAS ADMINISTRATOR TENURE AREAS

Elementary Principal (5) Middle School Principal High School Principal Assistant Principal (7) Directors and Associates(tenured by

individual position/ title)*

Assistant Superintendents (tenured by

individual position/ titles)* * If the individual position/ title were abolished, the administrator hired in that capacity would be excessed.

Port Washington UFSD - February 1, 2011 22

CIVIL SERVICE EMPLOYEES CIVIL SERVICE EMPLOYEES

Clericals

12 Titles within the Unit

Custodians/ Maintenance Workers

13 Titles within the Unit

Paraprofessionals

3 Titles within the Unit (TAs follow Teacher Seniority Rules)

Non-Aligned

7 Individual Titles

12 Nurses 6 Security Aides

CIVIL SERVICE EMPLOYEES CIVIL SERVICE EMPLOYEES

The District maintains it own Seniority Lists for

competitive class Civil Service employees.

In the event of excessing staff, the District must

reconcile its lists directly with Civil Service. Variables such as ‘bumping” rights due to promotions to higher level titles, etc., must be considered.

In other words, Civil Service determines who must be

excessed in specific competitive titles positions once they are identified by the District.

Excessing of labor class or non-competitive class

positions are governed by provisions in the various collective bargaining agreements, which in most instances utilize seniority as a significant component in the selection process.

Port Washington UFSD - February 1, 2011 23

PROGRAM-STAFFING PROGRAM-STAFFING CONNECTION CONNECTION

District programs and how/ with whom

they are staffed are directly linked to each

• ther.

In order to determine staffing cuts, the

District must first decide on program reductions and/ or eliminations.

Even potential staffing attritions due to

retirements will have an impact on programming.

PROGRAM-STAFFING PROGRAM-STAFFING OPTIONS OPTIONS

Increase elementary class sizes beyond BOE Policy

limits.

Reduce/ eliminate programs such as PEP, Math

Resource Support, and Technology Staff Development (PEP teachers, Math resource teachers, and the Technology Staff Developer hold seniority in the elementary tenure area).

Reduce/ eliminate non-mandated departments at the

secondary level (e.g., Business Department).

Reduce/ rotate elective course offerings. Offer ½ Day Pre-K and Kindergarten Classes. Reduce the number of students attending BOCES Occ.

• Ed. Programs.

Reduce/ eliminate librarians except the one mandated

secondary position.

Reduce/ eliminate extracurricular activities, sports,

clubs, etc.

Port Washington UFSD - February 1, 2011 24

NEXT S NEXT STEPS EPS

If financial concessions achieved with the

bargaining units are minimal, and retirements are insufficient, the District will be forced to make significant program-staffing cuts.

Adjust the proposed 2011-2012 Budget based on

responses to the Early Notification Retirement agreements with the various bargaining units. The notification deadlines are February 18, March 1, and March 7, 2011.

Provide the BOE and Community with ongoing

updates at future budget hearings in March.