Transcript Webcast Slides: FY09_SBBD_052808

FY 09
School-based
Budget
Development
Hosted by:
Integrated Service Center
May 2008
Children First
Welcome to the…
School-based Budget Development Webcast
A Collaborative Presentation….ISC – DBOR – DHR
Presenters:
• ISC
> Rosemary Tafaro, Deputy Director for Business Services
> Karen Moser, Lead Customer Service Manager
> Ricardo Duran, Lead Customer Service Manager
• DBOR
> Annie Finn, Assistant Budget Director – Galaxy
• DHR
> Lawrence Becker, CEO, Division of Human Resources
2
Today’s format will be interactive…
The webcast will include –
 Key Information
 Review
 Polls
 Q&A
3
Agenda
1.
2008-09 School Budget Allocation
• Fair Student Funding: Refresher & What’s New?
• Contract for Excellence (C4E)
• Allocation Release Timetable
30 min
2.
Building Your Table of Organization (T/O)
• School Organization/Instructional Program
• Alignment of Resources
10 min
3.
Galaxy - Budgeting Tool
• Budget Rollover, FY 08 to FY 09
• What’s New?
• Galaxy Checklist
25 min
4.
Human Resources - Staffing
15 min
5.
Timeline
10 min
6.
Resources
7.
ISC Support
4
Budgets Should Be Driven By Data And
Instructional Goals
Align
Resources
Develop
Action Plan
Set Educational
Goals
Complete
Needs
Assessment
A budget that works for your school and your students
begins with an annual planning process using data to
create clear goals and plans. With that groundwork in
place, you will be able to most strategically align your
resources to realize your goals.
5
2008-09 School Budget Allocation
• Fair Student Funding (FSF)
• Budget Reduction
• Refresher & What’s New?
• Contract for Excellence (C4E)
• Allocation Release Timetable
6
NYC DOE’s FY09 Budget Situation
•
We face an economic downturn. Our non-discretionary new costs
are greater than our new State and City funds.
•
Even though times are tough, the overall impact on school
budgets is modest ($99M).
•
This is true largely because we’ve made it our first priority to
minimize the impact of our budget shortfall on schools.
•
We are honoring the principles and commitments of FSF.
•
As of now, all schools will take at least a 1.4% reduction. Because
of State restrictions, however, some schools will experience
reductions in spending power of up to 6%. If we could distribute
the new State funds equitably, all schools would experience a
1.4% reduction in spending power.
•
We are appealing to Albany to reduce restrictions on $63M in
Contract for Excellence (C4E) dollars to make this more equitable
for our schools and our schoolchildren.
7
What Schools See in Galaxy
Preliminary budgets appeared in Galaxy on Thursday evening, May 22nd.
Please note:
•
This budget has much of your 2008-09 resources. You might actually
see more dollars, in absolute terms, than you see in your 2007-08
school year budget. But, with costs up, this might mean you have
less spending power.
•
Because not all funding streams are allocated at this point in time,
you won’t see the total impact on the budget.
•
The amount shown as the FY 09 Budget Adjustment is just one step
in creating the school budget. It does not represent the net
reductions.
•
ISC staff contacted every school on Friday, May 23rd to advise each
principal of the net percentage change to the total budget each school
will see.
8
What Schools See in Galaxy (continued)
•
The percentage reduction to the budget, that your ISC Officer
communicated on May 23rd, pertains to the net change to what your
school’s FY 09 budget would have been without the reduction in the
tax levy dollars and addition of Contract for Excellence (C4E) money
and the Legacy Teacher Supplement. The net change is taken as a
percentage of the total budget, excluding federal dollars like Title I.
•
Based upon what we know currently, we do not believe any school
will be at a lower level of dollars than what is seen in Galaxy.
Depending upon the outcome of the appeal to the State concerning
the $63M, some schools may see an increase in C4E dollars.
•
The C4E funds are subject to a public engagement process and
approval by the SED. This means that there could be changes in that
budget line, so be cautious with the use of these funds.
•
ISC Officers are available to answer any other questions.
9
Fair Student Funding (FSF)
Key
Goals
> Increase equity without sacrificing stability
> Encourage better use of resources to strengthen
achievement by giving principals:
 More discretion over dollars
 Greater responsibility for costs of new teachers’
salaries
 Incentives to enroll high-need students and
enable them to succeed
> Maintain transparency
> Create a sound process for improving budgeting
over time
10
FSF Formula: Four Basic Components
•
Grade weights: based on student grade levels: K-5, 6-8, 9-12
•
Needs weights: based on student needs
•
Enhanced weights: for students in “portfolio” high schools
•
Foundation: a fixed, $225,000 sum for all schools
11
2008–09 Weights
Grade Weights
K–5
6–8
9–12
1.00 / $3,946
1.08 / $4,262
1.03 / $4,064
0.24 / $947
—
—
—
0.50 / $1,974
0.35 / $1,381
0.40 / $1,578
0.25 / $986
0.40 / $1,578
0.50 / $1,974
0.50 / $1,974
Less than 20%
0.56 / $2,210
0.56 / $2,210
0.56 / $2,210
20–60%
0.68 / $2,684
0.68 / $ 2,684
0.68 / $2,684
Greater than 60% (self-contained)
1.23 / $4,853
1.23 / $ 4,853
0.73 / $2,881
Greater than 60% (integrated)
2.28 / $8,997
2.28 / $8,997
2.52 / $9,944
Specialized Audition schools
—
—
0.35 / $1,381
Specialized Selective schools
—
—
0.25 / $986
CTE schools
—
—
0.05–0.25/
$197–$1,026
Transfer schools
—
—
0.40 / $1,578
Need Weights
Academic Intervention
Poverty
Achievement—well below standards
Achievement—below standards
ELL
Special Education
Portfolio Weights
12
FSF Formula Overview
Enrollment
2007-08 Audited Enrollment
2008-09 Projected Enrollment
250
266
SAMPLE Weighted Student Component*
Grade Weights
K-5
6-8
9-12
Weight
1.00
1.08
1.03
2008-09 Per
Student
Amount
$3,941
$4,256
$4,060
# Students
(Projected)
x
266
x
0
x
0
=
=
=
Student Total
Need Weights:
Academic Intervention
Poverty
Achievement 4-5
Well Below
Below Standards
6-8
Well Below
Below Standards
9-12
Well Below
Below Standards
ELL
K-5
6-8
9-12
Special Ed Classes**
Less than 20%
Between 20% and 60%
Greater than 60%: Contained
K-8 Filled Seats
K-8 Unfilled Seats
9-12
Greater than 60%: Integrated
K-8 Filled Seats
K-8 Unfilled Seats
9-12
Portfolio
Career and Technical Ed
Nursing
Health/Trade/Technical
Business
Home Economics/Arts
Speicalized Academic
Specialized Audition
Transfer
FY09
Formula
Entitlement
$1,048,306
$0
$0
Grade
weights
$1,048,306
0.24
$946
x
217
=
$205,220
0.40
0.25
$1,576
$985
x
x
0
0
=
=
$0
$0
0.50
0.35
$1,971
$1,380
x
x
0
0
=
=
$0
$0
0.40
0.25
$1,576
$985
x
x
0
0
=
=
$0
$0
0.40
0.50
0.50
$1,576
$1,971
$1,971
x
x
x
52
0
0
=
=
=
$81,962
$0
$0
0.56
0.68
$2,207
$2,680
x
x
10
4
=
=
$22,067
$10,720
1.23
1.23
0.73
$4,847
$4,847
$2,877
x
x
x
11
1
0
=
=
=
$53,319
$4,847
$0
2.28
2.28
2.52
$8,986
$8,986
$9,932
x
x
x
18
12
0
=
=
=
$161,745
$107,830
$0
0.26
0.17
0.12
0.05
0.25
0.35
0.40
$1,006
$654
$469
$201
$985
$1,380
$1,576
x
x
x
x
x
x
x
0
0
0
0
0
0
0
=
=
=
=
=
=
=
$0
$0
$0
$0
$0
$0
$0
Need Formula Total =
Foundation Allocation
$647,711
$225,000
IOTAL SCHOOL ALLOCATION $1,000,000
+
Student
Need
weights
+
=
Foundation
Total FSF Formula
NOTE: Weight per capita amounts are purely illustrative
13
Grade Weights
FSF Grade
Weights
K–5
1.00
6–8
1.08
9–12
1.03
> Each student has a base level of funding depending on grade level.
> Schools with non-traditional grade configurations will receive base weight in more
than one category.
 For example, a K–8 school will receive K–5 weight for grades K–5 and 6–8 weight
for grades 6–8.
 A 6th grader carries the same weight at a 6–8, K–8, or 6–12 school.
14
Academic Intervention Weight
Poverty
> Significant weight for students in schools beginning before
4th grade: 0.24.
> No weight for 6–8 or 9–12 graders—those students receive the
Achievement weight.
> Eligibility is based on the same factors as Title I.
15
Academic Intervention Weight
Achievement
Far Below Standards
Below Standards
Students scored 0/1, 1/1, 1/2 on State tests
Students scored 1/3, 1/4, 2/2, 0/2 on State tests
> Based on students’ academic standing when they enter a school; remains if
they improve— not punishing a school’s success
> Weight split into two tiers: Category 1 for lowest achievers and Category 2 for
students closer to proficiency
 Far Below Standards weights: 0.50 (6-8) and 0.40 (9-12)
 Below Standards weights: 0.35 (6-8) and 0.25 (9-12)
> Not available in schools beginning before 4th grade
16
Achievement Weight:
Change in Eligibility
> Students who enter a school with no scores will now be
allocated weights in proportion with the rest of the school.
> This is a change from last year’s formula when students with missing
scores did not receive any weight.
> Example: A school has 10% of students who are “well below
standards” and 20% “below standards.” The school has 10 students
missing scores when they enter. The school will receive a well below
standards weight for one of those students and a below standards
weight for two of those students.
17
English Language Learner Weight
English Language Learner
> Eligibility is based on NYSESLAT exam
> Weight increases as students age, from 0.40 in K-5 to 0.50 in 6-12
> Dollars also flow to low-achieving ELLs with no ELA scores in
Academic Intervention weight
18
Special Education Weights
Special Education
Less than 20%
Between 20%
and 60%
Greater than
60% selfcontained
Greater than
60% integrated
> Per capita funding for special education classroom services will foster development of
instructional models tailored to student needs, not funding patterns.
> Schools receive per-student funding based on the number of periods a day that a student
requires special education services.

Less than 20%: 0.56

Between 20% and 60%: 0.68

Greater than 60% (self-contained): 1.23 (K–8), 0.73 (9–12)

Greater than 60% (integrated): 2.28 (K–8), 2.52 (9–12)
> Special education students also carry academic and ELL weights if they are eligible.
> Other IEP-mandated services, including Related Services, IEP teachers, IEP
paraprofessionals, Assistive Technology, APE teachers and District 75 programs are
funded separately.
19
Special Education Categories
This table provides a summary of the types of services that map to each
category of special education funding.
FSF Category
Previous Classification
Less than 20%
• Special Education Teacher
Support Services (SETSS)
Between 20% and 60%
• Multiple SETSS
• Part-time Collaborative Team
Teaching (CTT)
Greater than 60% selfcontained
• Self-contained students including
12:1, 12:1:1, and 15:1
Greater than 60% integrated
• CTT
20
High School Portfolio Weights
Portfolio
> Designated portfolio schools will receive a weight to support their
specialized instructional models.
> Portfolio categories for FY 09 are:
 Career and Technical Education (26 schools): 0.05–0.26
 Specialized Audition (6 schools): 0.35
 Selective Academic (12 schools): 0.25
 Transfer (37 schools): 0.4
21
Foundation
Foundation
All schools, regardless of size or type, will receive a lump-sum
Foundation of $225,000.
> These funds can be spent flexibly.
> This base level of funding ensures that the smallest school in New
York City is able to operate under FSF.
> The foundation was increased this year to cover the collective
bargaining increases from the UFT and CSA contracts.
22
Teacher Salaries
• In FY 09, all teachers are charged in the budget at the
schoolwide average teacher salary based on the school’s March
2008 payroll.
• When vacancies occur or new hires are made, schools can
choose whether to invest in more or less senior teachers, with
impact on the schoolwide average salary showing in the
following year’s budget.
• Schools must plan for the costs of their teachers each year.
• A One-Year Lag for Decisions to Take Effect: “Buy Now, Save or
Pay Later”.
• Teachers on school payrolls prior to the start of FSF, April 2007,
will receive the Legacy Teacher Supplement to cover increases
in salary due to longevity, steps and differentials – in proportion
to the number of remaining base teachers.
23
FSF –
Review
Test Your Knowledge
Responses to Your Questions
24
Fair Student Funding
What’s
New?
• Small Changes to the Formula
• Teacher Legacy Supplement
• Transition to FSF, FY 08 to FY 09
• Special Education
25
Small Changes to the Formula…
to improve its fairness and reflect increasing costs
THERE ARE NO CHANGES TO THE WEIGHTS
> Collective bargaining increase:
 The weights will not change, but the amounts associated with them
will change to reflect salary increases resulting from recent UFT and
CSA contract settlements.
> Missing scores now counted:
 Students who enter a school with no scores will now be
allocated the achievement weight in proportion with the rest of
the school.
> Special Education – “Unfilled” seats expected to be filled:
 Non-new elementary and middle schools are initially allocated
money to fund full special education CTT and self-contained classes.
If schools do not fill the class, there will be a midyear SPED
adjustment as of December 31st .
26
Collective Bargaining (CB) Increases
Recent contract settlements (collective bargaining) increased CSA and UFT salaries.
The FSF weights will not change, but the per capita amounts associated with them
will increase to cover collective bargaining raises.
CSA:
> Allocation methodology:
 All schools receive an increase to the FSF foundation of $25,000.
 The remainder will be distributed through the weights, increasing the per-capita
amounts associated with all weights.
> Notes:
 In 2007, as a result of the timing of the CSA contract settlement, the DOE distributed
FY07–08 funds on a positional basis.
 In 2007-08, a fixed amount was given to cover the principals’ increase and a variable
portion to cover APs, with the remainder self-funded.
 Schools were told that the allocation would be made via FSF in FY09.
UFT:
> Allocation methodology: All money is distributed through the weights,
increasing the per capita amounts associated with all weights.
27
Teacher Legacy Supplement
Schools will receive a Teacher Legacy Supplement
allocation.
--------------------------------------------------------------------------A “Legacy Teacher” is defined as a teacher on payroll
before April 2007 (pre-FSF).
> A list of teachers, who are considered in the Legacy
category, will be provided via the Principal’s Portal.
> These additional funds are provided to offset Legacy
increases (longevity, step and differentials) in a
discrete allocation category.
> The formula applied will be shown as part of the
budget documents for your school on the web.
28
Transition Rules
In 2007-08, to balance stability and equity, we:
> Gave schools hold harmless (HH) allocations if their historical funding
levels were higher than the FSF formula allocated to them (over-formula).
We committed to allocate HH for at least two years, through 2008–09.
> Directed new resources (incremental funds) toward schools that had
historically been under-funded (under-formula) – 55% of the gap.
In 2008-09, we remain committed to both stability and equity, but are faced with a
more difficult fiscal environment. We will:
> Give over-formula schools their FY 08 HH allocations and their FSF
formula amount according to their FY09 registers.
> Give under-formula schools their FY 08 Incremental allocations and
adjust for changes in register or student needs in the following ways:
 Net increase in register or student needs: fully fund the increases.
 Net decrease in register or student needs: reduce by the factor that a
school is under-formula.
29
Transitioning from FY08 to FY09 FSF Budgets
A school’s FSF allocation does not stay the same from year to year.
•
Schools may see reductions in funding due to:
> Student enrollment or needs decreases affecting their FSF formula
level
•
Schools may see increases in funding due to:
> Student enrollment or needs increases affecting their FSF formula
level
> Legacy teacher supplement given to help cover increasing costs of
teachers hired prior to FSF
> Additional money added to FSF “pot” to cover increased salary costs
from recent collective bargaining
•
Schools may see changes in purchasing power due to:
> Teacher attrition
> Last year’s hiring decisions taking effect this year
30
A Linked Web Tool Will Give Formula
Back-up for All Adjustments
2008-09 FSF Formula Calculation
TRANSITION TO 2008-09 FUNDING
Enrollment
2007-08 Audited Enrollment
2008-09 Projected Enrollment
Grade Weights
K-5
6-8
9-12
250
266
Weight
1.00
1.08
1.03
Need Weights:
Academic Intervention
Poverty
Achievement 4-5
Well Below
Below Standards
6-8
Well Below
Below Standards
9-12
Well Below
Below Standards
ELL
K-5
6-8
9-12
Special Ed Classes**
Less than 20%
Between 20% and 60%
Greater than 60%: Contained
K-8 Filled Seats
K-8 Unfilled Seats
9-12
Greater than 60%: Integrated
K-8 Filled Seats
K-8 Unfilled Seats
9-12
Portfolio
Career and Technical Ed
Nursing
Health/Trade/Technical
Business
Home Economics/Arts
Speicalized Academic
Specialized Audition
Transfer
2008-09 Per
Student
Amount
$3,946
$4,262
$4,064
FY08 FSF Allocation =
# Students
(Projected)
266
x
0
x
0
x
=
=
=
FY09 Formula
Entitlement
$1,048,306
$0
$0
Student Total =
$1,048,306
2007-08
Per Student
Amount
$3,788
$4,091
$3,902
FY09
Projected
Enrollment
266
0
0
FY08 Actual
Change in
Base
Students
Enrollment
from 2008-09
250 =
16
0 =
0
0 =
0
-
$1,607,532
Register Change
Amount Based on
FY08 Per Capitas
$60,608
$0
$0
Student Total =
$60,608
0.24
$947
x
217
=
$205,499
$909
217
-
204
=
13
$11,817
0.40
0.25
$1,578
$986
x
x
0
0
=
=
$0
$0
$1,515
$947
0
0
-
0
0
=
=
0
0
$0
$0
0.50
0.35
$1,974
$1,381
x
x
0
0
=
=
$0
$0
$1,894
$1,326
0
0
-
0
0
=
=
0
0
$0
$0
0.40
0.25
$1,578
$986
x
x
0
0
=
=
$0
$0
$1,515
$947
0
0
-
0
0
=
=
0
0
$0
$0
0.40
0.50
0.50
$1,578
$1,974
$1,974
x
x
x
52
0
0
=
=
=
$82,056
$0
$0
$1,515
$1,894
$1,894
52
0
0
-
42
0
0
=
=
=
10
0
0
$15,150
$0
$0
0.56
0.68
$2,210
$2,684
x
x
10
4
=
=
$22,100
$10,736
$2,121
$2,576
10
4
-
5
2
=
=
5
2
$10,605
$5,152
1.23
1.23
0.73
$4,853
$4,853
$2,881
x
x
x
11
1
0
=
=
=
$53,383
$4,853
$0
$4,659
$4,659
$2,765
11
1
0
-
12
0
=
=
1
0
$4,659
$0
2.28
2.28
2.52
$8,997
$8,997
$9,944
x
x
x
18
12
0
=
=
=
$161,946
$107,964
$0
$8,637
$8,637
$9,546
18
12
0
0
-
20
0
=
=
12
0
$103,644
$0
Need weights Total =
$648,537
0.26
0.17
0.12
0.05
0.25
0.35
0.40
$1,026
$671
$473
$197
$986
$1,381
$1,578
0
0
0
0
0
0
0
=
=
=
=
=
=
=
$0
$0
$0
$0
$0
$0
$0
Portfolio Total =
$0
x
x
x
x
x
x
x
NeedPortfolio
Weights Total
Total =
0
$957
$629
$451
$193
$947
$1,326
$1,515
x
x
x
x
x
x
x
0
0
0
0
0
0
0
-
0
0
0
0
0
0
0
0
0
0
0
0
0
0
=
=
=
=
=
=
=
$151,027
$0
$0
$0
$0
$0
$0
$0
Portfolio Total
$0
Total FSF Register Change Amount =
Percentage (%) Applied FSF Register Chance Amount x
$211,635
100.00%
Final FSF Register Change Amount =
$211,635
FSF Adjustment Subtotal =
$1,819,167
ADJUSTMENT FOR COLLECTIVE BARGAINING:
FSF FORMULA ENTITLEMENT
FY09 Weighted
Register
430.35
x
CB
PERCAPITA
$158.00
=
$67,995
=
$
1,696,843
+ 2008-09 FOUNDATION AMOUNT
+
$
225,000
Foundation Increase =
$25,000
TOTAL FY09 ENTITLEMENT
=
$
1,921,843
TOTAL FY09 FSF ALLOCATION =
$1,912,162
31
Special Education:
Filled and Unfilled Seats
In Greater than 60% categories, elementary & middle schools, funding is given as “filled” and “unfilled” seats:
> Purpose:
 Fund schools upfront for CTT or self-contained classes through the SPED weights, although the
SPED class register may not yet have reached the maximum number. (Additional dollars come
when unfilled seats are filled through the grade weight.)
 Allow schools to hire teachers when doing the rest of their budget planning
> Schools may receive an upward or downward modification to their special education weight
allocations on June 15, 2008.
 Student Enrollment (OSEPO) will work with schools before June 15th to determine whether class
configurations initially funded are most appropriate given the needs of students at school and
overall needs of district.
 Schools expected to open classes projected at the June 15, 2008 adjustment to assure funding.
> Funding will be removed at mid-year for unfilled seats.
 Unfilled seats should fill as SPED placements happen during year.
 CTT classes are held to same contractual class size for general education classes, with no more
than 40% of class or a maximum of 12 students with IEPs.
 Schools must organize CTT classes with requisite number of GE students to allow placement of
SPED students up to maximum allowable.
 At mid-year – December 31st – SPED funding for all but two unfilled seats in “greater than
60%” categories will be removed if school has the option of taking students to fill classes
and declines those students.
32
SPED Weight Adjustment Detail
New elementary and middle schools and high schools:
> New elementary and middle schools, as well as high schools, are
funded on a per-student basis for special education
> As of October 31, 2008
> Did not receive unfilled seats funding
> Net register change multiplied by associated per capita
33
Special Education: 12:1:1 Funding
The funding for greater than 60% self-contained is for the average of a
12:1 class and a 12:1:1 class.
The additional para will not be funded discretely:
>
Special education students are also eligible for poverty, ELL and
academic intervention weights. Funds generated from these weights
should be used in addition to the SPED weights to support the needs
of SPED students.
34
Special Education:
Mid-Year Adjustment Process
For SPED weights only, adjustments will be made based on
December 31st register data.
Increases:
> ASA-Register Growth funding may be requested by schools as follows:
 Grade Weight
• For an increase in overall registers (general & special education)
 Special Education Weights
• SETSS, Multiple SETSS, and Part-Time CTT
• Special Education allocations for only those schools receiving per capita
allocations (no unfilled seats funding)
> Opening of additional self-contained & CTT classes is subject to approval by
Student Enrollment (OSEPO) Chief Financial Officer (CFO).
 Once funding has been approved, schools will receive funding at the maximum
class size: 10 CTT and 12 self-contained (includes unfilled seats).
 Mid-year, adjustments will be made for filled and unfilled seats based on the
number of approved classes, using December 31st register data.
35
Special Education:
Mid-Year Adjustment Process (12-31-08)
Increases (Continued)
>
Special Education weights will be given for students not initially funded in
a school’s projections that are at a school as of December 31st. Additional
grade weights will also be given after October 31st registers close if there
is an increase in total enrollment between October and December
stemming from an increase in special education registers.
Decreases:
>
SPED funding for all but two unfilled seats in “greater than 60%”
categories will be removed, if a school has the option of taking students
in order to fill its classes and declines those students.
36
Mid-Year Adjustment Overview
It is cost prohibitive to provide for upward, but not downward, adjustments, and principals continue to indicate a
strong preference for stability and lead time when planning resources with school budgets. Therefore:
>
Only weights allocated using projected registers are adjusted at the mid-year:
 Grade weights, special education weights, and portfolio weights
>
No adjustments are made to weights allocated based on audited data:
 ELL and academic achievement weights
Basis
Grade
Weights
SPED
Projected FY09
X
X
Audited FY08
Mid-Year Adjustment
>
X
ELL
Poverty
Achievement
X
X
X
X
Adjustments based upon audited registers, will happen:
 For grade and portfolio weights based on October 31, 2008
 For special education weights for existing elementary and middle schools, based on December
31, 2008
 For special education weights for new schools and high schools, based on October 31, 2008
 Transfer schools decide individually between October 31 or later adjustment.
37
Transfer Incentives:
NCLB PSC and/or PRT
• Eligible schools that receive students through the 2008-09 NCLB
PSC (Public School Choice) and/or PRT (Progress Report Transfer)
transfer process will receive a one-time funding allocation for each
transferring student.
> Student eligibility: according to the student’s proficiency levels on NYS
math and ELA exams (for students enrolled as of 10-31-08).
> School eligibility: All non-SINI/SURR schools with Progress Report
grades “A” and “B” and non-SINI/SURR “C” schools that also received
Quality Review score of “proficient” or better will be eligible for funding
allocation.
• Schools that received the FSF NCLB weight in the 2007-08 school
year will receive the second-year weight for the same set of NCLB
students who are enrolled as of 10-31-08. Moving forward, schools
will receive funding according to the FY09 eligibility transfer incentive
criteria and the incentive will not be a part of the FSF allocation.
38
What’s New? Review
Test Your Knowledge
Responses to Your Questions
39
Contract for Excellence (C4E)
• Review of Program
 Eligible Uses
 Students Targeted
 Supplemental Funds
• Year One, 2007-08
• Year Two, 2008-09
• 2008-09 Process
40
Intent of C4E Funds – Eligible Uses
> To be spent across six program areas:
 Class Size Reduction
 Time on Task
 Teacher & Principal Quality
 Middle & High School Restructuring
 Full-Day Pre-K
 Model Programs for English Language Learners
(new in 2008-09)
41
Intent of C4E Funds – Students Targeted
To be focused on improving performance of students
with the greatest educational need:
 English Language Learners
 Students in Poverty
 Students with Disabilities
 Students with Low Academic Achievement
42
Supplement, not Supplant
> Contract for Excellence funds are to be used for
new or expanded programs only
> Not to be used to cover programs or personnel
previously funded with tax levy dollars!
> Should be used towards meeting school’s overall
educational goals as outlined in the CEP
43
Year One C4E: 2007-08
• Schools that received C4E funds in FY 08 will receive C4E in the
same fund sources in FY 09.
• Training and Galaxy cross-walking documentation were provided
in conjunction with C4E and SURR monitoring visits, Spring 2008.
• In May and June 08, cross-walking materials for all other schools
that received C4E funds in 2007-08 will be provided.
What will be provided for each school?
•
•
•
•
List of allocation categories (A/C) that include 07-08 C4E funds
Crosswalk from A/Cs to 07-08 C4E program spending
07-08 C4E program strategies as reported to the SED
Any other relevant C4E information (e.g., targeted class size
school)
44
Year One C4E
Cross-walking Example
Allocation categories that include 07-08 C4E funds
In the school’s budget:
TL Fair Student Funding Incremental
$100,000
TL Children First Funding HS
$50,000
TL Fair Student Funding HS
$75,000
TL Children First Inquiry Teams
$10,000
Outside school’s budget (Central):
Fringe
$84,600
Multiple Pathways
$25,000
Total
$344,600
45
Crosswalk from Galaxy to C4E Program
Spending
Class Size
Reduction
Time On
Task
In the school’s budget:
TL Fair Student Funding
Incremental
Teacher /
Principal
Quality
MS/HS
Restructuring
Full-Day
Pre-K & K
$136,000
In Galaxy
Fringe or
Central
$100,000
$36,000
TL Children First Funding HS
$68,000
$50,000
$18,000
TL Fair Student Funding HS
$102,000
$75,000
$27,000
$10,000
$3,600
$0
see above
$0
$25,000
$235,000
$109,600
TL Children First Inquiry Teams
$13,600
Outside school’s budget (Central):
Fringe on TL FSF, TL CF and TL
FSF
Multiple Pathways
Total
$25,000
$170,000
$136,000
$13,600
$25,000
$-
46
07-08 C4E Program Strategies
Reported to SED
Class Size Reduction
Time on Task
Additional Classroom
$136,000
Additional Teacher in Classroom
$102,000
Longer Day
Longer Year
Additional Instructional Blocks
$68,000
Tutoring
Teacher & Principal Quality
Retain & Recruit HQT
Mentors
Teacher Coaching
Principal Coaching
District-Wide Initiative: Inquiry Teams
MS & HS Restructuring
$13,600
Instructional Changes
Structural Changes
District-Wide Initiative: Multiple Pathways
Full Day Pre-K & K
$25,000
Full Day Pre-K & Kindergarten
Total
$344,600
47
Year Two C4E: 2008-09
> 2008-09 C4E school allocations will be released in a
new, “Contract for Excellence FY09” allocation
category
> Funds will be allocated according to SED indexing
methodology
> C4E funds will be classified as reimbursable –
Schools will be responsible for funding fringe
benefits.
> Funds may only be used for new and expanded
programs that meet the C4E eligibility requirements.
C4E dollars are preliminary. These funds are subject to a public
engagement process and approval by the SED. This means there could
be changes in that budget line.
48
2008 - 09 C4E Process
•
C4E will be included in the CEP planning process
• Schools will be explicitly asked to include C4E funds in the
Action Plan
• CEP Template will include C4E Appendix
• SLTs will be given professional development around C4E
•
Intent is for C4E planning to be data-driven and tied into
overall school goals
• DOE will issue guidance on aligning C4E spending with
student and educational needs at the same time that the
CEP Template is released
49
May
June
Week of
5
12
19
July
Week of
26
2
9
16
Week of
23
30
7
14
19
Preliminary FY09 School
Budgets Released
2008-09 CEP Template
Finalized & Sent Out for
Translation
CEP Template Released
to Schools and SLTs
CEP Training for SLTs
CEP Planning Process
C4E Planning Process to include SLT
consultation, as well as
collaboration with SSOs
and ISCs
Preliminary C4E Plan
Reviewed by DOE
June 27
School Preliminary
C4E Plans Due
(electronic submission)
July 15
C4E Plan
Submitted
to SED
50
FSF in the Context of School Funding
Fair Student Funding
> Foundation
> Grade Weights
> Student Needs Weights
> Portfolio Weights
> Hold Harmless & Incremental Funds
> Teacher Legacy Supplement
Children First Funds
> Funds given on a per-school ($85K) and perstudent basis ($117) to pay for School Support
Organization, plus additional flexible dollars to
be spent at the school’s discretion.
Programmatic Allocations
> Tax-levy programs that remain discretely funded,
such as Parent Coordinators and YABCs.
Categorical Funds
> Restricted and made up of several different
streams: Federal and State funds such as Title I,
Title III, etc.
51
C4E –
Review
Test Your Knowledge
Responses to Your Questions
52
Allocation Release Timetable
53
Allocations Scheduled
To Be Released In May
Fair Student Funding
Children First Supplemental Allocation
NYS Textbook Law (NYSTL), Library,
Computer Software and Hardware
Allocation.
Legacy Teacher Supplement
School Success Grant
FY09 Budget Reduction
Special Education IEP Teacher
Surplus Roll (first half)
IEP Paraprofessional
FY09 Contract for Excellence (C4E)
Adaptive Physical Education (APE)
Citywide Special Education MIS VI, VII, VIII
Autism Spectrum Disorder (ASD)
Summer Instructional Program
Title I School Allocations
Non-FSF Allocations (ASL Schools &
15K418)
Parent Coordinator
YABC Program
OTPS for New Schools
Pre-Kindergarten Program
54
Pending Allocations Expected To Be
Released After Initial Allocations
Early Grade Class Size Reduction
May
Robin Hood Libraries
May
Specialized High School Admissions Testing
May
Summer School 2009- Title III
May
Lead Teacher Allocation
June
Special Education Lead Teacher
June
AIDP Attendance Teachers
June
Attendance Improvement/ Dropout Prevention
(AIDP) Allocation
June
Limited English Proficient (LEP)- Title III
June
School Based Assessment Staff Allocation
July
TL SLIP
July
FY'09 Member Items
July
Section 504 Paraprofessional Allocation
July
AIDP Shelter (STH): Site and School Based
July
Title I Neglected and Delinquent
July
New York State Textbook Allocation, Part II
July
55
Pending Allocations To Be Determined
◦ Reading First (Year 6)
◦ Targeted Middle School Intervention
◦ Success Via Apprenticeship (SVA) Program
◦ Junior Reserve Officers Training Corps (JROTC)
◦ New School Implementation Grants
◦ Safe Schools Initiative
◦ Children First Inquiry Teams
◦ Dual Language/Global Technology Community of Learners
Grants
◦ Data Specialist Allocation
◦ Law Enforcement Academy
◦ English Language Learner (ELL) Capacity Grants
◦ FSF NCLB Transfer Weight
◦ UFT Union Officers, District Representatives & Functional Chapter
Leaders
◦ Special Education Planning Grant
◦ Design Your Own (DYO) Assessment
◦ School Bonuses
◦ Periodic Assessment Initiative
◦ Summer Instructional Program -12 Month Assist Principal (AP)
◦ Substance Abuse Prevention
◦ English Language Arts (ELA) Scoring OTPS Allocation
◦ Title III Immigrant Program
◦ Gifted and Talented Allocation
◦ Achieve Now Academy Allocation
◦ English Language Arts (ELA) Scoring Allocation- Per Session
◦ Vocational and Technical Education Act (VATEA) Allocation
◦ Mid Year Allocation Adjustment
◦ Psychologist-In-Training (PIT) Allocation
◦ Reading First Per Session Allocation
◦ Golden Apple Awards
◦ English Language Learner (ELL) Reserve
◦ Students With Interrupted Formal Education (SIFE)
◦ Dual Language Grants for Planning and Implementation
◦ Translation and Interpretation Services
◦ Math Scoring Allocation-Per Session
◦ After School Funding Allocation
◦ Reducing Violent and Disruptive Incidents
◦ OTPS Allocation for PSAL Program
◦ City Year New York
56
Building Your Table of Organization
• School Organization/Instructional Program
• Alignment of Resources
The instructional program drives budgeting.
57
School Organization/Instructional Program
Program Pyramid
4.
Enhancements
3. Supplemental
EGCSR, Extended Day,
Additional AIS, PD etc.
2. Mandated Services
Special Education Classes, Related
Services, APE, ELL, Guidance, Librarians,
etc.
1. Core – Required to Serve All Students
Analyze data to
assess needs…
Determine your
goals…
Develop your
instructional
program…Table
of Organization
Administrators, Teachers, Parent Coordinator, Secretaries,
School Aides, Crucial OTPS, etc.
Engage your School Support Organization (SSO) in this process.
58
Alignment of Resources
ISC Officers and SSO Network Teams will assist principals in deploying available
resources -- budget, staffing, training and scheduling – to deliver on their goals.
Funding Ladder
Align Allocation
Categories with
items in Table of
Organization …
•
•
•
•
Competitive grants
Legislative grants
Council Member items
Gifts to school
TARGETED $$$
(TL + reimbursable)
Contract for Excellence
PK, EGCSR, Title I, Title
III, AIDP
TL FSF
Level by level…
1-2-3-4
TL & IDEAMandated
Services
TL FSF
TL FSF
59
Budget Development Paradigm
Program Pyramid
4.
Enhancements
Funding Ladder
•
•
•
•
Competitive grants
Legislative grants
Council Member items
Gifts to school
TARGETED $$$
3. Supplemental
EGCSR, Extended Day,
Additional AIS, PD etc.
2. Mandated Services
Special Education Classes, Related
Services, APE, ELL, Guidance, Librarians,
etc.
(TL + reimbursable)
Contract for Excellence
PK, EGCSR, Title I, Title
III, AIDP
TL FSF
TL & IDEAMandated
Services
TL FSF
TL FSF
1. Core – Required to Serve All Students
Administrators, Teachers, Parent Coordinator, Secretaries,
School Aides, Crucial OTPS, etc.
60
CRAFT (self-study tool)
Context:
What are the overall strengths and weaknesses of my school
(based on Quality Review, Progress Report and other data)?
What goals do I have for the coming year?
Required: What do I need to serve my students at a basic level? What
commitments has my school already made?
Account:
How much money do I have left after meeting initial
requirements?
Focus:
What needs and priorities remain? What people, services and
materials would I ideally purchase for my school?
Trade-offs: What are the different ways I can meet my needs and priorities
given the resources I have left to spend?
REFER TO CRAFT on the web……
http://schools.nyc.gov/AboutUs/BudgetsFairStudentFunding/Princi
palSupports/default.htm
61
Building your T/O
Review
Test Your Knowledge
Responses to Your Questions
62
Galaxy - Budgeting Tool
• Budget Rollover, FY 08 to FY 09
• What’s New?
• Galaxy Checklist
(policies and requirements for scheduling funds)
63
Staffing Rollover
ROLLED-OVER
NOT ROLLED-OVER
These services need to be reviewed on These services must be rescheduled
the FY09 TO, and updated to ensure
on the FY09 as necessary.
proper attributes and funding.
• All Annual Positions will be rolled over with a
valid Allocation Category and in an approved
condition.
• F status positions
• People in Itinerant Tables of Organization will
be rolled over in the Itinerant TO in their sub
schools in their funding, as long as it is valid.
• Bulk jobs
• FY09 Forecast Vacancies created for OMTS
• OTPS
• Vacancies with intended are created for staff
expected to return from sabbatical on 8/1/08
• Set Asides
• Vacancies with intended are created for staff
with reserved jobs in EIS
• B Segments (Jobs with an end date before
6/30/08)
• Per Session
• Per Diem
• FY08 Vacancies
64
Attributes
During initial schedule development:
• Attributes indicating “REQD” [required] must be updated
with the attribute that best describes the service.
• Additionally, be sure all other attributes are correct.
• Attributes are utilized in the School Based Expenditure
Reports (SBER) and numerous ad hoc report requests
received by DBOR, so it is important that this data be
correct.
65
Staff funded in the FY08 ACs below have been moved
to the default AC for FY09
FY 08 Allocation Category
Defaulted to FY 09 Allocation Category
Status of Allocation
Title III Immigrant
TL Fair Student Funding/HS
To be allocated
TL Data Specialist
TL Fair Student Funding/HS
To be determined
TL Host School MS
TL Fair Student Funding/HS
Transcription funds only will be allocated
TL HOST SCHOOL HS
TL Fair Student Funding/HS
Transcription funds only will be allocated
TL IEP PARA FOR NON PUBS
TL Fair Student Funding/HS
Upon Request
TL MEMBER ITEMS
TL Fair Student Funding/HS
To be allocated as per City Council
TL MS Task Force
TL Fair Student Funding/HS
To be allocated
TL One-Time Allocations
TL Fair Student Funding/HS
To be allocated
TL One-Time Allocations HS
TL Fair Student Funding/HS
To be allocated
TL PRE-K PROGRAM SUPPORT
TL Fair Student Funding/HS
To be determined
TL ROTC
TL Fair Student Funding/HS
To be determined
TL School Operational Support
TL Fair Student Funding/HS
Upon Request
TL SECTION 504
TL Fair Student Funding/HS
Upon Request
TL Special Ed Non Public
TL Fair Student Funding/HS
Upon Request
TL SUMMER
TL Fair Student Funding/HS
To be allocated; accrual policy to be determined
TITLE I N AND D CW
TL Instructional Programs CW
To be allocated
AIDP STH SCHOOL BASED D79
TL Instructional Programs HS D79
To be allocated
TITLE I N AND D D79
TL Instructional Programs HS D79
To be allocated
TL CEO RIKERS FUNDS
TL Instructional Programs HS D79
To be determined
66
Allocation Category Conversions:
Staff in FY08 were rolled into AC noted for FY09
Staff charged to
FY08 Allocation Category
Were rolled into
FY09 Allocation Category
TARGETED PREK PLUS
PREK PLUS
TARGETED PREK TITLE I
PREK TITLE I
TARGETED PREK STATE
Universal Pre K
Title I Coach Transitional Allocation
NOTE: This funding has been
discontinued.
Depends on school allocation and Title I status
as of 4/18/08:
1) Title I SWP or Title I Targeted Assistance; or
2) TL Fair Student Funding or TL Fair Student
Funding HS
TL 1st Year Subsidy
TL 2nd Year Subsidy
67
ASA: Additional Spending Authority
FY 08
Staff Funded with ASA in FY 08
• Staff funded with ASA, including those in the Removals
section (Hold Harmless funding), will be moved back onto
the T/O, in the default funding.
•
“Prior Year HH” will appear in the program field where applicable.
• Only staff with the reason “Reassigned Pending
Investigation” will be rolled over in the Removals
section (ASA-Hold Harmless funding)
68
ASA: Additional Spending Authority
FY 09
ASA in FY 09
•
ASA-Register Growth: If the school expects a higher register
than projected, the principal may request ASA - a loan,
to be repaid at the time of the midyear adjustment.
•
ASA – Anticipated Allocations and Competitive Grants:
(for grants, based on grant award letters from the fund source)
Pending receipt of the funds, the school may request ASA – a loan,
to be repaid at the time the funds are available in Galaxy.
•
ASA – Hold Harmless/Removals – Pending actual removal of
individuals from payroll, due to certain types of personnel actions, the
school may request ASA-HH funding by moving the person into the
Removals section, coded appropriately. This should only be done
after proper documentation has been submitted to HR-Connect
(leaves of absence) or ISC; e.g., pending transfer, leave of absence,
retirement, termination.
69
Galaxy – Budgeting Tool
What’s
New?
•
T/O Report
70
TO Report
A new report is available on the myGalaxy Print menu,
which enables a download of the Galaxy T/O into an
Excel spreadsheet.
71
Galaxy Budgeting
Tool - Review
Test Your Knowledge
Responses to Your Questions
72
Galaxy Checklist
73
Galaxy Checklist
A. School Organization/Payroll
•
Rollover T/O: Have you selected an appropriate A/C for all persons on the
rollover T/O who will remain in your school?
•
Returning Staff: Leaves of Absence (LWOP) --- Have you created
positions for staff returning from leaves of absence? Have you entered the
SSNs of the persons returning in their designated vacancies?
•
IEP-driven Services: Have you identified the position entitlements for IEPdriven services (IEP paras, guidance counselors, speech, etc.)? Have you
entered, for each IEP para position, the OSIS number of the student
assigned to the para?
•
Removals: Have you placed personnel listed on the rollover T/O,
who will not be in your school in the “Removals” section? You
must indicate a reason and effective date.
74
B. Requirements Applicable to Specific A/C
•
TL FSF --- OTPS/School Leadership Team: Are funds scheduled in NonContractual Services to cover SLT stipends ($300/SLT member)?
•
TL FSF/Special Education: Have you scheduled all positions and OTPS
required for special education classes (self-contained, collaborative team
teaching? SETSS?
•
Title I Category:
> 1% --- Parent Involvement: Have you scheduled the funds in
either non-contractual services and/or per session?
> 10% --- Professional Development: Is the required amount
scheduled?
> 5% --- Highly Qualified (HQ): Is the required amount scheduled?
Pre-formatted program descriptions are now required and have
been added to the program field. Free-form entries are no longer
permitted.
•
TL FSF/ELL: Have you scheduled all positions and OTPS required for
delivery of mandated ELL services to eligible students?
75
C. Operational Requirements
• Per Diem Activities: Are sufficient funds scheduled to cover absence -- per diem
teacher & prep period coverage (recommended: 8 days per classroom +
cluster/quota teacher); per diem paraprofessional --- recommended: 8 days/para.
• Principal Per Session: Are sufficient funds scheduled for per session service
anticipated specifically for the principal (distinct line & title code)?
• CAP = 400 hours
• Rolled Open Encumbrances: After reviewing open items, have you cancelled
orders that will not be received by June 30th? For orders received, have you
certified delivery on-line?
• School Support Organization (SSO): Have you set aside the appropriate
amount to pay for your selected SSO – Use the Set-aside for SSO title.
• Hourly Staff Schedule Confirmation: Have you reviewed all hourly staff,
including school aides, family workers, school health service aides and/or hourly
clerical staff, to ensure the correct schedule (# hours/week) is reflected in the
Personnel Details window?
76
D. Completeness
• Attributes:
Have you selected the appropriate attributes (organization
category, assignment, program, etc.) for all of the personnel on the rollover
T/O and entered information for all blank and ”REQD” attributes?
• All $$$ Scheduled:
Have you checked the A/C Totals to ensure that
all funds are scheduled and you do not have any negative balances?
• Comments:
For reimbursable line items, have you entered information
in the Comments field to support generation of the FS-10 and ensure that
expenditures conform to legislation and established fund source guidelines?
77
E. Review Process
• School Leadership Team (SLT): Have you reviewed, with
your School Leadership Team, the alignment of budget with
the CEP?
• The ISC will use the Galaxy Checklist as a tool to facilitate
collaborative review of school budgets with principals.
• The ISC will generate copies of the final school budgets from
Galaxy for review/sign-off by the Community and HS
Superintendents, in accordance with State Law.
78
Galaxy – Checklist
Review
Test Your Knowledge
Responses to Your Questions
79
Human Resources – Staffing
• Leave Tracking System
• Filling Vacancies
• Excessing Staff
• Absence Teacher Reserve
80
LEAVE TRACKING SYSTEM
• New Leaves of Absence/HR Connect
Filling Vacancies
• Returns from Leave
• Transfers In: Open Market Transfer System (OMTS)
• New Hires: New Candidate Finder Tool
81
Filling Vacancies: Returns from Leave
What is the Leaves Tracking System (LTS)?
Tracks employees’ intentions upon
expiration of their leave
Helps schools, in consultation with
ISCs, to make budgeting and hiring
decisions for the coming school
year
82
LTS Support
If an employee is having trouble accessing
the LTS, they can call HR Connect for
assistance at (718) 935-4000
Payroll Secretaries should email
[email protected] if they need a
user account to access LTS.
Include:
a. First and last name
b. School location
c. File number
d. Request for access to LTS
83
Open Market Transfer System: Overview
• Open Market is a tool to help you identify current persons with UFT
titles interested in transferring to your school.
• Includes those in excess and on leave.
• Candidates may apply to specific vacancies or to particular
schools.
• Vacancies are created in Galaxy --- automatically feed to OMTS.
• Schools should enter additional information in OMTS, further
describing positions to candidates.
• OMTS displays a candidate’s probation status, seniority, salary,
rating info (past 3 yrs.), service history, license & cert info, etc.
• Opened April 10th; closes August 7th COB.
84
OMTS Process
• OMTS helps you identify candidates you would like to
interview and hire.
• If you decide to extend an offer to candidate, you must
finalize the transfer through Galaxy.
• Be sure you and the candidate sign the contract generated by
Galaxy.
• Once you have the contract signed, enter the candidate’s
name and SSN into your school’s Table of Organization.
• An e-mail will be generated to the current principal informing
that the particular teacher has transferred from their school.
• Be sure to get feedback from the current principal on the
candidate’s performance!
85
NEW HIRES: There are many ways DHR’s Teacher Recruitment
& Quality Office (TRQ) can support principals in identifying new
teachers to fill vacancies at their school.
TRQ hiring support services include:
• Newly Restructured Networking and Career Fairs
 June 3rd- Bronx Fair (all subject, all grades)
 June 12th- Citywide (secondary subjects)
 June 19th- Citywide (elementary subjects)
 July and August fairs to be scheduled soon.
• Direct Referrals of New Teacher Candidates
 Through TRQ and HR Partners
• Professional Development Sessions and Resources
 Webcasts, customized assistance, and resources on Principals’ Portal
• The New Teacher Finder
For more information: Contact TRQ Hiring Support at (718) 935-4080.
86
What Is the New Teacher Finder?
 Easy to use on-line system developed to help principals easily identify
pre-screened, prospective teachers* who have expressed serious interest
in and commitment to working in a NYC public school.
 Accessible by Principals, Human Resource Partners and School Support
Organizations.
Functions of the New Teacher Finder Use advanced search criteria to find candidates
 Sell your school
 Create “Requests for Applications”
 View interested candidates and potential matches
The New Teacher Finder link can be found at on the Principals’ Portal or at
http://nyc.teacherssupportnetwork.com/Home.do
Initial username and password are LAN ID (eg, jsmith99). You will be asked to change your password the first time
you log on.
* Speech Therapists, Guidance Counselors, School Social Workers, School Psychologists, School Secretaries, Attendance Teachers,
and Lab Specialists can also be recruited through the New Teacher Finder.
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Excessing Staff
When excessing staff, select the least senior within license and place in
the EXCESS SECTION properly coded as to reason.
EXCESS REASONS
• Grade loss or reconfiguration (must be confirmed centrally)
• Grant or Program ending or reduction (only if not foreseeable; must be confirmed by
ISC)
• Register loss (must be at least 5 percent to be considered for central funding)
• Mandated position no longer required (must be confirmed by ISC)
Schools should not use any excess reason prefaced by the letters “ISC”. Those are for
ISC use only.
Excess staff will remain on and be funded from the school's budget until
placed. Guidelines have been established to govern the granting of ASACFES (Centrally Funded Excess Staff) only under strict conditions related to the
reasons listed above. Pursuant to these guidelines, a school may request that
an excess position (coded in one of the first four reasons above) be considered
for ASA-CFES and a decision will be rendered.
Excess staff in the Excess Section for whom the first four reasons do not
apply must be coded as “Self-Funded Excess”.
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Absence Teacher Reserve (ATR)
CFE-funded excess staff in the ATR locations (ATRs) were reviewed by
ISC/HR staff and a determination was made for each person as follows:
• Remain in ATR location
• Revert back to school (if still open)
• Move to another location due to:
 Person being hired
 Correction of data error
Those CFE- funded excessed staff reverted back onto the school’s
FY09 T/O must be evaluated again against funding, seniority and
program needs and, if appropriate, placed in Excess again.
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Role of the ISC
Your ISC can help you:
• Create vacancies in Galaxy (ISC Officer).
• Navigate OMTS system & resolve any issues you may have
(HR Partner).
• Identify & screen qualified candidates who have applied to your
school (HR Partner).
• Understand the excessing rules (HR Partner).
• Answer any additional questions.
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HR - Staffing
Review
Test Your Knowledge
Responses to Your Questions
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Timeline
April 10:
Open Market Transfer System (OMTS) opens.
May 22nd
DBOR releases FY 09 initial school budget allocations.
May:
Schedule Budget/Staffing consultations through ISC Officer. The
ISC team will participate – ISC Rep, HR Partner, Payroll Support.
Continuously:
Transmit to ISC Payroll Support- forms for all planned
removals (resignations, retirements, terminations, etc.)
promptly after entry of removals in Galaxy.
May - June:
Budget Entry/Finalization: ISC Teams continuously review
& consult with the Principal to assist in finalizing the budget in
Galaxy in according with scheduling guidelines. The ISC teams with
work with the Senior Grants Officer (SGO) to verify that all
reimbursably funded items are consistent with the associated
services described in the CEP and the underlying guidelines of the
reimbursable fund source.
May 12-19:
CEP template is released to schools and SLTs.
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Timeline (Continued)
May 19 – June 9:
CEP training for SLTs
May 19 – July 19: CEP planning process
May 19 – June 27: C4E Planning Process - to include SLT consultation, as well as
collaboration with SSOs and ISCs
June 27:
School Preliminary C4E plans are due --- electronic submission
Late June:
FY 09 School Budgets are finalized - All Allocation Categories
are scheduled fully; and the Galaxy Checklist is complete. Be sure
removals, excesses, and vacancies are up to date.
June 30th:
Community and HS Superintendents review and sign off on school
budgets.
August 7:
Open Market Transfer System (OMTS) closes.
August 8:
Open Excess Staff Selection System
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DOE Web Resources
Materials and tools to help you understand your budget and
make the most of your available resources.
http://schools.nyc.gov/AboutUs/BudgetsFairStudentFunding/PrincipalSupports/default.htm].
• The Resource Guide To School Budgets: This guide is a
comprehensive overview of the DOE budget and schools’ budgets, with a
focus on how FSF and C4E dollars are allocated and can be spent.
• CRAFT Budgeting Tool: This is a method of budgeting designed to help
you align your school’s instructional goals and action plan with your budget
development process. This tool first gives a framework for how best to
prepare for your budgeting process and then gives a framework for how to
budget within the constraints or funding categories and still make sure your
budgeting choices further your goals and underscore your action plan.
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DOE Web Resources
Several views of your school’s budget on line.
•
The School Budget Overview
[http://schools.nyc.gov/AboutUs/BudgetsFairStudentFunding/YourSchoolBudget/default.htm].
Detail on each school’s 2007-08 funding streams, FSF formula entitlement level for 200809 and preliminary actual 2008-09 budget, including how the different reduction scenarios
affect each school’s budget in 2008-09. From this page, you can also find your FSF
Formula Overview, which gives detail on each school’s 2008-09 FSF formula entitlement
and how a school is moving from its 2007-08 FSF allocation to its 2008-09 allocation,
including information on the change in number and need level of students and the change
in weight amounts due to collective bargaining salary increases.
•
Teacher Salary Calculation Information: This database will be available on
the Principals’ Portal soon. It will show your school’s FY08 and FY09 school-wide average
salary calculations so that you can better understand what is driving your teacher costs.
You will also be able to see which teachers are receiving the Legacy Teacher Supplement
and how your purchasing power is changing with your school’s staffing changes .
•
FY 08 and FY09 Funding Stream Comparison
[http://schools.nyc.gov/AboutUs/BudgetsFairStudentFunding/YourSchoolBudget/Allocation
Comparison.htm]. This Web site will give each school’s total amount allocated by
funding stream for FY08 and FY09 so that you can see the year to year changes.
•
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DOE Web Resources
• Division of Budget Operations & Review (DBOR):
http://schools.nyc.gov/offices/d_chanc_oper/budget/dbor/
• DBOR Intra-net website:
http://www.nycboe.net/AdminOrg/Finance/budget/dbor/dbor_intranet/
• Division of Financial Operations – Payroll Memoranda:
http://schools.nyc.gov/Offices/DFO/PayrollAdministration/MostPopularClicks
/PayrollMemoranda.htm
• Division of Human Resources – Salary Schedules:
http://schools.nyc.gov/Offices/DHR/Employees/
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Support
Your SSO and ISC teams are ready to support you.
Primary Contact: Your ISC Officer
ISC
• Your ISC Officer will provide ongoing guidance &
support in the Budget Development Process.
• Budget/Staffing consultations with the ISC officer and
HR Partner will be scheduled at your convenience:
• At the ISC
• At your school --- upon request, subject to availability
Bring:
FY 08 Table of Organization
FY 09 Organization/Staffing Plan
Educational Goals/Instructional Plan
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