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Budget Study Session February 7, 2013

Budget Study Session February 7, 2013. Michael E Finn. Discussion Points. Current Year M&O Summary Budget projections update Current tracking by function Fiscal Year 2014 Assumptions Options and Discussion on Fiscal Year 2014 Budget Reductions and budget collaboration summary

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Budget Study Session February 7, 2013

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  1. Budget Study Session February 7, 2013 Michael E Finn

  2. Discussion Points • Current Year M&O Summary • Budget projections update • Current tracking by function • Fiscal Year 2014 Assumptions • Options and Discussion on Fiscal Year 2014 Budget • Reductions and budget collaboration summary • Revenue generating options

  3. Desired Outcome from Study Session • Board direction on FY 2014 budget • Create capacity to cover the structural deficit and direct monies towards salary enhancements

  4. Fiscal year projections

  5. Fiscal Year 2013 M&O Summary • Total spend projected to be $188.6M • Slightly lower than total spend last year • All areas tracking to plan

  6. 3-5 year plan

  7. 3-5 Year Plan • Developed in 2011 to provide a metered plan for reduction • Previous years held hope that reductions were temporary • Failure of Prop 204 • Plan recognized long term structural deficits as a result of • Continued fluctuations and reductions in funding • Uncontrollable increases in expenses such as ASRS, healthcare and utilities • Enrollment

  8. 3-5 Year Overview

  9. Fiscal year 2014 assumptions

  10. Funding Planning Assumptions • ADM for funding purposes to increase 150 students • Overall funding per student to remain the same • 2% increase to Base Support Level will not be additional monies for FY 2014

  11. Expense Planning Assumptions • Increases $2.15 M • ASRS to increase .4% or $400K • Healthcare to increase $1.0M • Utilities to increase $500K • Additional staffing to address K-2 prep time $250K

  12. Classroom Site Fund (CSF or Prop 301) • CSF broken into 3 funds • Fund 11 • Represents 20 % of the total CSF funding and 100% goes towards salary enhancements for certified employees • Fund 12 • Represents 40% of the total CSF funding and 100% goes towards certified performance pay • District will continue to pay out in lump sum within 14 days of the end of the fiscal year • Fund 13 • Represents 40% of the total CSF funding and can be used for salary enhancements for certified employees or for “menu items” such as professional development • District will continue to use 100% towards salary enhancements for certified employees • JLBC will provide budget for 2014 in March

  13. Options and discussion for fiscal year 2014

  14. Reductions • Continue reductions in the 3-5 year plan • Collaboration Team overview and final rubric • Participation list • Red, yellow, green list • Process to band remaining green list • Verbal update on most recent Collaboration Team meeting • Association Advisory recommendations

  15. Collaboration Team • 6 Certified Employees • 2 PEA, 2 CTA, 2 Non represented • 3 Principals • 3 PPA • 2 Secretaries • 1 High School, 1 Elementary • 6 Classified • 1 DAC, 1 IMT, 1 Maintenance, 2 PESP • Administrative Team • Full Council Team (Arts, HR, K-12, Curriculum, Procurement, CTE, IMT) • Business Services, Deputy Superintendent and CFO facilitated and responded to questions from group’s discussions

  16. Association Advisory Membership • Barbara Barcus • Rae Conelley • Isabel Contreras • Dawn Kennedy • Millie Kerber • Mark Moffatt • Mary Schuett • Vance Setka

  17. Red List • Increase Participation Fees • Increase Class Sizes • Four Day School Weeks • M&O Contributions to School Sites • Eliminate PE and Arts • DAC Closure • High School Closure • High School Course Reductions

  18. Yellow List • Need to establish and adhere to standards • Reading Specialists • SIS Coordinators • Assistant Principals • Band

  19. Green List • Close Elementary-$850K per school • Block Scheduling Adjustment-$3.0M • Relocate PTC-$500K • *Reduce Librarians to one per cluster $2.0M • *Reduce Nurses to one per cluster $1.5M • Restructure Pull out for Gifted-$1.0M • Reduce Elementary Guidance to one per cluster-$300K • Postage at HS-$250K • Transportation Efficiencies-$250K • Reductions at DAC-$300K * Part of Original Plan in 2009

  20. Banding Process • All teams were asked to place items on the green list into one of three bands • (A) representing the items, in no particular order, that would be recommended as the items to meet the current structural deficit • (B) representing the items, in no particular order, that would create an additional level of capacity for salary enhancements or future structural deficits • (C) representing the items, in no particular order, that would create the final level of capacity for salary enhancements or future structural deficits

  21. Collaboration Team Summary

  22. Verbal Report on Most Recent Collaboration Team Meeting

  23. Reductions for FY 2014 • Continue 3-5 year reduction plan • Additional $1.7 million • Finalize part time custodial and centralized maintenance transition $500K • Relocate PTC $500K • Collaboration Team Feedback • Reduce District level administrative/support staff • Reduce postage expense by 50% • Transportation reductions

  24. Collaboration Team Summary

  25. Revenue Generating Ideas

  26. Revenue Generating Ideas • Develop in house special services programs to reduce tuition out • Civic center marketing • Gifts and donations • Selling of district property • Expand e-campus opportunities • Kinder Academy charges • Other fees

  27. Discussion

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