Transcript Long-Range Financial Planning Committee

LAPS 2011/12 Proposed Budget
April 21, 2011
Long-range Financial Planning
Committee Members
• Original Members
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Gene Schmidt
Paula Dean
John Wolfe
Melanie McKinley
Kevin Honnell
Ellen Mills
Ken Johnson
Kim Selvage
Kelly Myers
Mike Schick
Shawn Hailey
• Expanded Members
Gerry Washburn
Rex Kilburn
Sandy Warnock
Jennifer Guy
Jenny DiesburgLathrop
Wyatt Dumas
Sally Shockey
Anita Boshier
Debbie Elliot
Ken Holmes
Cheryl Smith-Ecke
Dawn Jalbert
Keith Rosenbaum
Stephanie Rittner
Ereyna Benelli
Naomi Unger
Dawn Jones
Jenn Schmierer
Kate Kettering
Lisa Mietz
Suzanne Lynne
Ronda Harmon
Vicki Nelms
Jeff Sargent
Dean Obermeyer
How Schools Are Funded in NM
• State Equalization Guarantee (SEG)
– Based on 80-day and 120-day student count from
previous year
– Has been reduced for the past two years.
• Was reduced in February of 2010 after the 2009/2010
budget had already been in effect for over 7 months!
• Was reduced in August of 2010 after the 2010/2011 budget
had been approved and was in effect for 1 month.
• Federal stimulus funds are being used to offset the largest
part of the reduction. These go away in 2011/12.
– We are anticipating a reduction of $600,000 for the
2011/12 school year.
Additional LAPS Funding
• $8 million from DOE
– Has remained the same since 1999
– Continues through 2014
Lease-revenue Funds
•In 2007, Board decided to make a concerted
effort to discontinue the use of leaserevenue funds for operational expenses
•Have been used the last two years to help
offset the cuts in the SEG.
•Should net approximately $1.5 million per
year IF the leases continue (can be cancelled
at any time with 6 month notification).
What About Bond Funds?
• Bonds
– Must be approved by the community every
4 Years.
– Can only be used for large capital expenses
(bricks and mortar).
– Can NOT be used for operational costs.
Referendum
– Must be approved by the community every
6 Years.
– Can only be used for building
maintenance/repair, technology hardware,
other large expenses.
– Can NOT be used for operational costs.
Funding Summary
Funding Source
Uses
State Equalization Guarantee (SEG)
Can be used for any expenses…always one
year behind compared to enrollment
DOE $8 million
Can be used for any expenses…has
remained the same since 1999…no cost of
living adjustments!
Leased Funds
Can be used for any expenses…can be
cancelled at any time with 6-months
notice
Bond Funds
Can only be used for large capital
expenses (bricks and mortar). CANNOT
be used for salaries!
Referendum Funds
Can only be used for building
maintenance/repair, technology
hardware, other large expenses. CANNOT
be used for salaries!
Operational Funding for 2010/11
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SEG: $23,564,227
Stimulus: $937,955
DOE: $8,000,000
Miscellaneous: $470,814
Leased funds: $897,000
NOTE: For 2010/11 an additional $179,000 was spent on teacher/staff
bonuses and an additional $256,800 will be spent for renting the
administration building. These amounts come from the leased funds.
How is the money spent now?
2010/11 Budgeted Expenses
Maintenance/
Transportation Costs
(Salaries and
Benefits)
$2,627,611
8%
Other Costs
(Supplies/ Training/
Travel/ Utilities)
$4,171,631
12%
Administration Costs
(Salaries and
Benefits)
$4,587,141
14%
All shades of blue
indicate personnel
costs.
Utilities,
communication
services, and liability
insurance accounts
for approximately
$1.5 million of the
“Other Costs”.
Direct Student Costs
(Salaries and
Benefits)
$22,483,613
66%
Direct Student Costs
include costs for
classroom teachers,
specials teachers,
nurses, counselors,
OTs/PTs and IAs
Budget Process
• Create an Austerity Budget
• Identify Additional Program Elements and
Costs
• Develop a Method for Evaluating Programs
• Evaluate Programs
• Identify Recommendations
• Public Meeting
• School Board Approves Budget
Creating the Budget
Makes LAPS best in the land
Adds desirable elements
Important to meet district goals
Essential for Student Achvmt
Just legal – funded by SEG
What is an Austerity Budget?
• Only contains those program elements
required by law.
• Very bare bones budget.
• NOT HOW WE WANT OR PLAN TO RUN OUR
DISTRICT!!
What is the Austerity Budget Missing?
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Athletics/Activities
Smaller class sizes/teaching loads
Elementary Specials (Art, Music, PE, Librarians)
Middle School librarian
Nurses/Counselors/Principals at every site
IA’s (except kindergarten IA’s)
Adequate technology support
Adequate maintenance and custodial support
Reading/Math/Technology Specialists
Lots of others…too many to list!!
Austerity Budget
• The sobering reality?
– The Austerity Budget would require approximately
$24.4 million of funding.
– The SEG (including Federal Stimulus Funds) is
providing us with $24.5 million in 2010/11!
– In other words, the state barely gives us enough
money for the minimum required by law.
– This begs the question, “Is New Mexico really funding
an adequate education for students across the state?”
• Fortunately we still have the $8 million from DOE.
Without it, our students’ educational future
would be bleak indeed!
Program Evaluation
• Six Surveys
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Elementary Programs
Middle School Programs
High School Programs
Athletics, Technology, Transportation, and Facilities
Student Services, Curriculum, and Assessment
Central Office (Superintendent/Board, Business Office,
Human Resources)
• 171 Individual Program Elements in All
• Rubric that asked people to think about the
difference each program element made to the
educational process.
Survey Participation
• Over 1,000 different email addresses
requested the surveys.
• Between 55% and 68% of the people that
requested the surveys completed them.
• Good participation from all categories and all
schools.
Survey Results
• Results broken into six different groups
– All Responses
– Teacher Responses
– Parent/Former Parent Responses
– Site Staff Responses
– Other Staff Responses
– LRFPC Responses
Survey Results
• Calculation of “fifths”
– For each group, the results were evaluated by
taking the top score, subtracting the bottom
score, and dividing the resulting number into five
parts.
– Then the 171 program elements were placed into
five groups based on their scores.
Did the Surveys Make a Difference?
• YES!!
– The surveys identified the “keep” line for our most
valued programs!
– We now know how the $8 million should be
spent.
Recommendation for Spending the
$8 Million
• Top two groups (or 40% based on score) included
54 program elements based on the “All
Responses” category.
• The total for these two groups is slightly more
than the $8 million from DOE.
• These were some of the most expensive program
elements.
• This was considered the “keep” line.
• We need to look at providing some of these
services in a more cost efficient manner.
What’s Included in the Recommendation?
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Athletics/Activities and Athletics/Activities Director
Class size/common planning/teacher load
Coordinator of Technology
Counselors and nurses at every level
Custodians
Elementary IAs (including reading IAs)
Elementary principals
Elementary specials including band/orchestra
ELL Staffing
Recommendation (page 2)
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Facilities Supervisor
Instructional Supplies/Software
Middle school assistant principal
Network administrator
School Resource Officers (SROs)
Substitutes
Tech Support
Transportation Mechanics and Supervisor
Miscellaneous others
Other Layers?
• 117 program elements in the other three
groups.
• All of these are being evaluated for potential
elimination/reduction.
• These tended to be lower cost elements.
• Many of these will be kept through the use of
lease money at the discretion of the Board.
• In the 2010/11 budget, the Board elected to
use ~$900,000 from leased funds.
Help from the County
• The county can help through the reduction of
fees.
• Main Ideas
– Aquatic Center Use ($44,000)
– School Resource Officer ($88,000)
– Warehouse Workers ($122,000)
• Total: $254,000
Since we are currently anticipating a $600,000 cut,
this help would make a HUGE difference!
2011/12 Budget Recommendation
Program Element
2011/12 Budget
2010/11 Budget
Elementary Teachers
88
88
LAMS Teachers
32
32
LAHS Teachers
64
64
11.1
11.1
6
6.8
Elementary Specials
Librarians
Elementary Band/Orchestra
No change
Principals
10
10
Site Secretaries
7
7
Attendance Clerks
7
7
Counselors
11
11
Nurses
8
8
Regular Ed IAs/Reading IAs/Dept.
Secretaries
46
46
2011/12 Budget Recommendation
Program Element
2011/12 Budget
2010/11 Budget
Superintendent
1
1
Assistant Sup
1
1
Business Office
12
11
Human Resources
6
5
Specialists (Math,
Curriculum, etc.)
3
5
Technology Staff
12
12
$240,000
$240,000
Maintenance
17
19
Custodians
31
31
Professional Development
$0
$29,950
$414,900
$461,000
Athletics/Activities
Supplies
2011/12 Summary of Proposed Cuts
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10% cut in supplies (~$46,000)
Professional Development (~$29,950)
Library Technical Services (~$42,000)
Mental Health Vouchers (~$17,000)
Elementary
– Subscriptions (~$3,500)
– Instructional Coach (~$66,000)
– Shared Librarian (~$45,000) [net savings including an additional full-time library aide]
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Middle School
– Cafeteria (~$35,000)
– Educational Technologist (~$33,000)
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High School
– Educational Technologist (~$33,000)
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Athletics/Activities
– No Additional Cuts
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Technology
– No Additional Cuts
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Student Services
– No Additional Cuts
2011/12 Summary of Proposed Cuts
• Facilities
– No Additional Cuts
• Transportation
– No Additional Cuts
• Curriculum/Assessment
– K-2 MAP testing (~$8,300)
– 0.2 FTE Reduction (~$12,000)
• Superintendent’s Office/School Board
– PAC-8 (~$2,000)
– Memberships/Training/Travel (~$10,000)
– Lobbyist (~$11,500)
• Business Office
– KRONOS everywhere but maintenance (~$4,850)
– AESOP at elementary level (~$4,000)
– Energy Manager (~$10,000)
• Human Resources
– No Additional Cuts
2011/12 Summary of Proposed Cuts
• Three changes of note:
– Assets Manager for Leased Facilities: ~$60,000
increase
– Grant Writer (Re-allocation of part of curriculum
position): No change in cost
– HR Secretary (Re-allocation of Facilities Secretary):
No change in cost
• Net Reduction:
– ~$353,100
Questions?
Makes LAPS best in the land
Adds desirable elements
Important to meet district goals
Essential for Student Achvmt
Just legal – funded by SEG