Transcript FY10 School Budget Overview

Impact of Federal Stimulus Funds
on your School District
THE SCHOOL DISTRICT OF PALM BEACH COUNTY
Mike Burke, CFO
May 15, 2009
Saving and Creating Jobs and
Reforming Education
“In a global economy where the most
valuable skill you can sell is your
knowledge, a good education is no longer
just a pathway to opportunity - it is a prerequisite. The countries that out-teach us
today will out-compete us tomorrow.”
- President Barack Obama, 2/24/09
Historic, One-time Investment
 Over
$100 billion education investment
 Historic opportunity to stimulate
economy and improve education
 Success depends on leadership,
judgment, coordination, and
communication
American Recovery and Reinvestment Act
Guiding Principles
1.
2.
3.
4.
Spend quickly to save and create jobs.
Thoughtfully invest one time funds.
Advance effective reforms.
Ensure transparency and accountability.
American Recovery and Reinvestment Act
Assurances – Advance Core Reforms
1.
2.
3.
4.
Achieve Equity in Teacher Distribution
and Quality.
Enhance Academic Standards and
Assessments.
Improve the Collection and Use of Data.
Support Struggling Schools.
Investment StrategiesSave and Create Jobs
1.
Assign high-performing teachers to low-performing schools in tested
areas.
2.
Hire high-performing Teach for America (TFA) teachers in lowperforming schools
3.
Provide reading coaches and other appropriate coaches for all schools
with focus on low-performing schools.
4.
Provide district and school-level Response to Intervention (RtI) trained
facilitators with focus on low-performing schools
5.
Provide student services personnel for all schools with a focus on lowperforming schools
•
Provide social workers and psychologists at all Title I and Correct II
schools to address attendance, intervention strategies,
testing/placement, RtI, and Positive Behavior Support (PBS)
Investment Strategies –
Save and Create Jobs Continued:
6.
Provide related services personnel for students with
disabilities at all schools in order to provide
services/therapies identified on the students’ Individualized
Education Plans (IEPs); provide paraprofessionals in
accordance with the students’ IEPs; and provide a full-time
Exceptional Student Education (ESE) Specialist at all Title I
schools and schools with more than 20% ESE enrollment
7.
Increase Public School PreK to full day (VPK half-day,
Title-I or IDEA PreK the remainder) during the school year
in low-performing schools
Investment Strategies –
Professional Development
8.
Provide intensive professional development focused on the
language arts standards including RtI, integration of technology
and access points for students with disabilities and English
Language Proficient (ELP) standards for ELL students
9.
Provide intensive professional development focused on the math
standards including RtI, integration of technology and access points
for students with disabilities (including teachers of SWD and ELL)
10. Provide intensive professional development focused on the
science standards including RtI, integration of technology and
access points for students with disabilities (including teachers of
SWD and ELL)
11.
Implement and provide professional development on the new
reading assessment
12.
Provide intensive professional development in Positive Behavior
Support (PBS).
Investment Strategies Technology
13. Provide necessary technology tools and other teaching
resources (including appropriate accommodations and assistive
technology) for reading, math and science for all students
including ELL and SWD.
14. Bring schools and districts up to readiness level in technology
(student/computer ratio; adequate data connection, appropriate
capacity caching and proxy servers, etc.)
•
To track student performance on all curriculum standards and
in the accelerated programs
•
To collect accurate and timely formative student performance
data
•
To access computer-based testing needs
15. Enhance the collection and reporting of data to provide
accessibility and transparency for use of funds
Investment Strategies –
Increase Access to Rigorous Courses
16. Increase student participation in more rigorous advanced
courses International Baccalaureate, Advanced Placement,
Advanced International Certificate of Education, Dual Enrollment
and Industry Certification
•
Insure access by increasing classes and programs offered in
accelerated programs
•
•
Increase online opportunities
Provide Professional Development for more teachers and
counselors in those acceleration programs
•
Plan additional parent information efforts
•
Increase the availability of accelerated c0-curricular activities
Investment Strategies –
Quality Educators
17.
18.
Provide mentoring and induction for new and struggling
teachers.
Provide teachers with the professional development
necessary and/or with reimbursement for courses and
certification examinations upon completion to become
highly-qualified
•
Provide incentives for Reading Endorsement, ESOL
Endorsement, Content-area certification for ESE
teachers
Investment Strategies Leadership
19. Provide professional development to leadership teams
that includes: monitoring instruction, lesson study, RtI,
and how to schedule a school to provide embedded time
for professional development and intervention.
20. Provide performance bonus pay for high-performing
leadership teams and assign them to lowest-performing
schools
Other:
21. Other district-determined focused strategies aligned to the
assurances and principles.
Three Major Components
1.
State Fiscal Stabilization Funds

2.
Targeted Stimulus Funds

3.
Stabilize state and local budgets in
order to minimize and avoid further
reductions in education.
Title I and IDEA entitlement grants
Competitive Grants

Reform efforts and “Race to the Top” Grant
Opportunities
THE SCHOOL DISTRICT OF PALM BEACH COUNTY, FLORIDA
American Recovery and Reinvestment Act (ARRA)
(funding in millions)
Total Stimulus Package
$787 Billion
Nation
State Fiscal Stabilization Fund
Education (K-12 & Higher Educ.)
Other Critical Services (Safety)
Administration & Outlying Areas
Sub-total Stabilization
$39,500
8,818
282
$48,600
Targeted Stimulus
Title I (regular)
Title I (School Improvement Grants)
Education Technology (Title II, Part D)
McKinney Vento Homeless Act
IDEA, Part B
IDEA, Part C - (children birth to 3)
IDEA, Section 619 (children age 3-5)
Sub-total
$10,000
3,000
650
70
11,300
500
400
$25,920
Competitive Grants
State Incentive Grants & Innovation Fund
Teacher Incentive Fund (creative tchr comp. plans)
Statewide Longitudal Data Systems
National School Lunch Program
Impact Aid Construction/Modernization
Sub-total
Total
Qualified School Construction Bonds
Florida
$2,100.0
595.4
N/A
$2,695.4
$509.0
142.7
30.0
3.0
627.3
19.7
16.0
$1,347.7
Palm Beach
2 Year Total
FY10 & FY11
TBD
TBD
N/A
TBD
$27.7
7.0
0.6
TBD
40.7
1.3
1.0
$78.3
Palm Beach
FY2010
$60.9
TBD
N/A
$60.9
$13.9
3.5
0.3
TBD
20.4
0.7
0.5
$39.2
$5,000
200
250
100
100
$5,650
TBD
TBD
TBD
TBD
TBD
TBD
TBD
TBD
n/a
TBD
TBD
TBD
TBD
n/a
TBD
TBD
TBD
$80,170
TBD
TBD
$100.1
$22,000
Unavailable
$68.1
$68.1
QSCBs - School Districts with debt capacity may borrow interest free.
5.4
Florida needs Waiver to Qualify for SFSF

Florida school districts experienced four reductions
totaling 6.42% to the Florida Education Finance Program
(FEFP) since the start of the 2007-08 school year. The
last reduction of 2% occurred during January’s Special
Legislative Session.

The cumulative impact of these reductions state-wide is
$1.2 billion or $457 dollars per student.

The cumulative impact to the School District of Palm
Beach County was $90.1 million or $455 dollars per
student.

States must meet FY2006 maintenance of effort
requirement to qualify for State Fiscal Stabilization Funds
or submit waiver to Secretary of Education.
Summary of FEFP Reductions
Fiscal
Year
Date
Source
FY2008 7/19/2007 Original 2nd FEFP Calc.
FY2008 10/9/2007 Special Session C
Reduction 1
State
Total
Per Unwtd
%
FEFP
FTE Student
$19,309,817,902
$7,307.90
19,040,064,140
7,205.81
-1.40%
($269,753,762)
($102.09)
Palm Beach
Total
Per Unwtd
FEFP
FTE Student
$1,269,412,807
$7,626.28
1,251,679,399
7,519.75
($17,733,408)
($106.54)
FY2008 12/24/2007 Original 3rd FEFP Calc.
FY2008 3/4/2008 S.B. 2500 Rev. 3rd Calc.
Reduction 2
$18,972,168,125
18,748,424,701
-1.18%
($223,743,424)
$7,212.00
7,126.95
($85.05)
$1,260,666,952
1,245,799,598
($14,867,354)
$7,468.05
7,379.98
($88.07)
FY2008 4/16/2008 4th FEFP Calc.
FY2009 4/28/2008 Final Conference HB5001
Reduction 3
$18,745,094,657
18,412,772,326
-1.84%
($332,322,331)
$7,128.22
6,997.37
($130.85)
$1,246,694,109
1,213,426,730
($33,267,379)
$7,364.69
7,248.03
($116.66)
FY2009 12/18/2008 3rd FEFP Calculation
FY2009 1/6/2009 Spc. Sess. Rev. 3rd Calc.
Reduction 4
$18,297,301,058
17,931,159,595
-2.00%
($366,141,463)
$7,000.44
6,860.36
($140.08)
$1,214,927,421
1,190,615,895
($24,311,526)
$7,185.78
7,041.98
($143.80)
Cumulative Reductions to Date
-6.42% ($1,191,960,980)
($458.07)
($90,179,667)
($455.07)
Cumulative Impact of FEFP reductions to
SDPBC (FY08 - FY09)
$0
($10,000,000)
($20,000,000)
2007-08 (1)
($30,000,000)
2007-08 (2)
($40,000,000)
($50,000,000)
($60,000,000)
($70,000,000)
2008-09 (3)
($80,000,000)
($90,000,000)
2008-09 (4)
($100,000,000)
Legislature Relied Heavily on SFSF to
balance FY2010 budget

Of the $2.1 billion available to Florida over the
next two years, the Legislature earmarked
$907.9 million for K-12 education in FY10.

The allocation for Palm Beach is $60.9 million.

State is dependent on these funds to keep per
student funding at the current level.

Florida’s waiver to qualify for SFSF was recently
submitted and expected to be approved in the
near future.
State Public School Funding
Lottery
1%
Revenue Souce
State
Federal SFSF
Local
Lottery
FY2010
K-12 Funding
State
7,948,769,918
907,920,175
8,938,410,657
129,914,030
17,925,014,780
%
44%
5%
50%
1%
100%
State
44%
Local
50%
Federal
SFSF
5%
Palm Beach - Public School Funding
Lottery
1%
FY2010
K-12 Funding
Revenue Souce
State
Federal SFSF
Local
Lottery
Palm Beach
255,106,181
60,872,023
875,885,770
8,973,482
1,200,837,456
State
21%
Federal
SFSF
5%
%
21%
5%
73%
1%
100%
Local
73%
THE SCHOOL DISTRICT OF PALM BEACH COUNTY
Florida Education Finance Program (FEFP)
K-12 Unweighted FTE's
K-12 Weighted FTE's (Funded)
State Base Student Alloc (BSA)
District Cost Differential (DCD)
Palm Beach County Schools BSA
Net FTE Revenue
Additional Allocations:
Class Size Reduction
ESE BLOCK GRANT
Lottery - Discretionary
Lottery - School Recog. $
SAI
Reading Instruction
Safe Schools
Merit Award Allocation
Other Categoricals
Declining Enrollment Supplement
DJJ Supplemental Funding
Discretionary Funds (Basic)
Discretionary Funds (Supp)
Equal Percent Adjustment
State Fiscal Stabilization Funds
State Prorated Holdback
Total FEFP & Categoricals
Increase/(Decrease) from Previous Year
Year-end
FY 2007
Original
FY 2008
Year-end
FY 2008
Amended
FY 2009
Amended
FY 2009
Year-end
FY 2009
Original
FY 2010
Variance
2006-07
2007-08
2007-08
2008-09
2008-09
2008-09
2009-10
Increase/
Fourth
Final Conf. Report
Fourth
Second
Rev. Third Calc.
Fourth Calc.
Final Conf. Report
(Decrease)
Calculation
4/30/2007
Calculation
Calculation
1/11/2009
5/1/2009
5/5/2009
FY10 vs. FY09
169,480.07
186,709.28
166,452.32
181,574.02
169,280.00
185,200.71
167,414.67
180,892.37
169,073.94
182,148.60
169,554.39
182,592.21
168,456.15
180,882.82
(1,098.24)
(1,709.39)
$3,981.61
1.0307
$4,103.85
$4,163.47
1.0334
$4,302.53
$4,079.74
1.0334
$4,216.00
$3,971.74
1.0364
$4,116.31
$3,886.14
1.0364
$4,027.60
$3,886.14
1.0364
$4,027.60
$3,630.62
1.0390
$3,772.21
($255.52)
0.0026
($255.39)
$766,226,025
$781,227,650
$780,806,808
$744,609,314
$733,620,881
$735,407,563
$682,328,739
($53,078,824)
$140,477,070
75,161,165
7,077,058
10,742,052
37,510,028
7,276,670
5,406,036
9,860,628
49,559,597
6,719,832
0
78,173,988
17,320,903
$176,986,860
75,907,110
6,936,275
10,742,052
38,716,923
7,275,248
5,188,317
9,664,472
50,149,842
6,844,312
640,808
84,718,056
16,611,383
0
$175,764,111
74,373,214
8,633,174
10,351,757
37,934,549
7,293,136
5,115,940
0
46,473,724
436,402
591,856
82,564,836
16,674,859
(320,257)
$185,529,475
71,850,521
7,108,873
8,798,993
36,522,359
7,001,054
4,951,286
118,133
44,589,919
4,187,522
613,464
79,593,351
16,781,731
0
$182,628,451
70,298,550
4,397,503
10,169,946
35,733,476
6,950,978
4,869,852
118,133
44,775,167
409,368
366,336
79,718,419
16,808,100
(249,265)
$182,628,451
70,298,550
4,400,251
10,169,946
35,733,476
6,955,264
4,871,239
118,133
45,509,279
0
375,384
79,718,419
16,808,100
(249,265)
$191,738,768
64,677,064
0
8,973,482
33,165,989
6,482,328
4,384,394
124,659
41,141,006
1,190,849
358,773
105,399,382
0
0
60,872,023
$1,212,255,995
$1,190,615,895
(1,198,895)
$1,191,545,895
$1,200,837,456
$9,110,317
(5,621,486)
(4,400,251)
(1,196,464)
(2,567,487)
(472,936)
(486,845)
6,526
(4,368,273)
1,190,849
(16,611)
25,680,963
(16,808,100)
249,265
60,872,023
1,198,895
$9,291,561
($34,438,114)
($56,078,214)
($55,148,214)
$9,291,561
$1,211,511,052
$1,271,609,308
$1,246,694,109
$99,105,032
$60,098,256
$35,183,057
Less Impact of returning .25 Mill funds to Capital (.25 mill)
Overall Budget Impact
Cumulative Impact
Total Funds per Unweighted FTE (student)
$7,148.40
$7,639.48
($35,227,066)
($25,935,505)
($24,915,199)
($59,353,313)
($80,993,413)
($80,063,413)
($105,998,918) Adj. for Capital Tran.
$7,364.69
$7,241.04
$7,041.98
$7,027.51
$6,919.37 Adj. for Capital Tran.
Targeted Stimulus Funds

Targeted stimulus funds are distributed to school districts
through existing formulas. Must be used in accordance
with grant requirements.

Title I allocations are determined by socioeconomic status
(poverty level – free & reduced lunch applications).

IDEA funding for youths with disabilities.

Targeted Stimulus 2009-10 allocations for SDPBC:

Title I, Part A
$13,885,684

IDEA, Part B
$20,364,139

Title I, Part D
$281,822

IDEA, Preschool
$641,193
Jobs have been Saved and Created



New positions have been created within the parameters of
the Federal Stimulus funds to support schools and build
capacity:
 Coaches (Reading, Math, Science) to build teacher
capacity over the next two years.
 Response to Intervention (RTI)/Inclusion Facilitators –
must be ESE certified. Will reduce ESE student
population over time.
 Learning Team Facilitators (LTF)
 School Monitors
District lowered school Title I threshold in order to provide
resources to more schools (40% F/R).
Responsible management of resources to date, thoughtful
allocation of available funds, and efficient personnel
procedures will help our employees avoid job loss.
VPK/Title I Program Model





Maximize resources by using Title I funding to enrich
and extend the State of Florida free 3-hour Voluntary
Prekindergarten (VPK) program
Close achievement gaps and prepare children for
success in kindergarten and later life through a free 6hour quality early education experience
Extended VPK/Title I program will be provided in 28
classrooms across 19 school sites.
Changes the lead teacher in all VPK classrooms to a
certified teacher.
Retains or moves all VPK paraprofessionals to CDA
positions in existing or new classrooms
Competitive Grant Stimulus Funds

U.S. Department of Education Secretary Arne
Duncan has an additional $5 billion to be awarded
through competitive grants.

School district’s use of current resources and
stimulus funds will be reviewed as part of competitive
grant award process.

Palm Beach should be well positioned to receive
these additional “Race to the Top” Federal stimulus
funds in the years to come.
Qualified School Construction Bonds
(QSCBs)

School District may borrow up to $68.1 million at 0%
interest under ARRA QSCB program.

Declining tax roll (approx. 12%) and Legislative revisions
to capital outlay millage authority over the past two years
has impacted District’s debt capacity.


FY09 Capital Outlay Reduced from 2.00 to 1.75 mills

FY10 Capital Outlay Reduced from 1.75 to 1.50 mills

Discretionary Millage increased 0.25 mills, local Board may
choose operating or capital.

Additional .25 mills may be levied by Local Board with a
super majority vote for 2 years. Contingent on voter
approval beyond 2 years.
Market for QSCBs is being developed. Relatively few
banks in need of a Federal tax credit at this time.
Unprecedented Accountability and
Transparency

Extensive reporting requirements accompany the Federal
Stimulus funds (including State Fiscal Stabilization
Funds).

Funds must be utilized and reported under ARRA guiding
principles (4), assurances (4), and strategies (21).

Jobs saved, created, expenditure data, and performances
measures must be reported to DOE bi-monthly in a
prescribed format.

Reporting on use of Stimulus funds must be transparent
and available on-line.
Questions & Answers
THE SCHOOL DISTRICT OF PALM BEACH COUNTY
Mike Burke
May 15, 2009