Planning and Oversight Committee Orientation October 29, 2019 BSEP - - PowerPoint PPT Presentation

Planning and Oversight Committee Orientation

October 29, 2019

BSEP Overview

• BSEP History from 1986 to 2016
• Role of the P&O Committee
• Examples of Plans and Reports
• Resources and Glossary

What Happened to California after 1978?

BSEP History of Support for Schools

2006

2006

1986

1994

2004

lower class sizes and program diversity school discretionary funding supplementary educational materials facilities and grounds improvements +elementary music +public information

• facilities, +school maintenance and security

+additional funding for lower class sizes +music program 4th-8th +school libraries +parent outreach and translation +professional development, educational program evaluation +middle school counseling +technology

• school maintenance
• educational materials

BSEP Measure History 1986 – 2016

1986 2004 2006

1986

77.9%

1994

85.5%

2004

72.4% 2006 79.7% $6M $8M $16M $20M 2016 88.9% $29M

High Quality Instruction 66% Small Class Sizes Support for Teaching: Professional Development Classroom Support Program Evaluation Expanded Course Offerings Essentials for Excellence 27% School Site Programs

10.25%

Libraries

7.25%

Music/VAPA

6.25%

Instructional Technology

3.25%

Effective Student Support

7% Student Achievement Strategies Counseling and Behavioral Health Family Engagement and Access Measure Oversight, Communication, Translation, Community Engagement

2% of net receipts

BSEP Measure E1

$29 million to schools 20% of overall budget

Term: 2017-2025 Measure Oversight: Planning and Oversight Committee + Auditors

BSEP Measure Oversight

◆ BUSD Oversight and Management

▪ BSEP Office: Director, Analyst, Program Specialist ▪ BSEP Resource Managers ▪ Revenue and Expenses tracked in Fund 4

◆ Community Oversight

▪ BSEP Planning and Oversight Committee (district) ▪ School Governance Councils (site discretionary) ▪ Board of Education

◆ Independent Audit

Public Oversight:

BSEP Planning and Oversight Committee

◆

Oversight of All District-wide BSEP funds

◆

P&O Delegates from each school site SGC (21 members)

◆

Meets twice per month, with subcommittees alternate weeks

• Reviews Annual Plans and budgets for compliance with Measure

& District goals

• Reviews Annual Report for compliance with plans
• Reviews Independent Audit of BSEP Funds
• Advises Board of Education on compliance and other issues

Board of Education

◆ Approves/Amends Yearly Plans and Accepts Reports

BSEP Office

Director, Budget Analyst, Program Specialist

◆ Support BSEP Resource Managers:

• Budget allocations, plans, review and reporting

assistance

• Advice and oversight of plan changes

◆ Support P&O Committee:

• Documents and Data, Subcommittee Support

◆ Support Principals and SGCs:

• Elections, training, site plans and budgets
• Review of Site fund expenditures for compliance

BSEP Budget Managers

◆ Provide plans, oversight and reporting for each BSEP Resource ◆ Work with Asst. Supt for Ed Services and/or Superintendent

to align BSEP Plans with District Goals

◆ Provide plans and reports to Planning and Oversight

Committee

0741 Class Size Reduction, ECO, PD, BREA, etc. STEPHENS et al 0752 School Site Discretionary BEERY/PEREZ 0753 Music, Visual and Performing Arts GIDLUND 0754 Public Information, Translation, P&O BEERY 0761 Library LEE 0762 Technology NITSCHKE 0763 Student Support THIARA

Planning and Oversight Yearly Cycle

Past Present Future

P&O Calendar Overview

Getting Started

• Elections
• Training
• Class Size Reports

Annual Reports 18-19

• Budget Managers report

Prior Year 17-18 Achievements

• Budget to Actuals 17-18

First Interim 19-20

• Current year snapshot
• Fund balance trajectory

Revenue Projection 20-21

• Based on Bay Area CPI
• Allocations by Resource
• Allocations to Sites

Annual Plans 20-21

• Two Readings
• Recommend to

Board for Approval

Oct-Nov Dec-Jan Jan-Feb Feb Feb-May

Useful Vocabulary

Summary Report: Comparing yearly budgets

Technology

First Interim Example

How Much Are We Spending NOW?

Sample BSEP Revenue Projection

(Measure A FY 2016/17)

Revenue Projection:

How Much Will Come in Next Year?

BSEP Revenue Allocation = How Much To Each Purpose?

Sample (Library) Plan: How will we spend the funds?

BSEP Revenue Allocation for FY 2018-19 $2,098,000 Projected Expenditures Library Staff 1,720,926 Hourly Extra Duty (incl. ECE IAs) 35,000 Professional Development 9,000 Collection and Resource Development 134,450 District Library Services 35,000 Reserve for Personnel Variance 40,000 Indirect Cost of 5.93% 117,080 Total Expenses 2,091,456 Net Change to Fund Balance 6,544 Fund Balance Estimated Beginning Fund Balance 77,000 Net Increase/(Decrease) 6,544 Projected Ending Fund Balance $83,544

BSEP plans in the real world: High quality libraries in every school!