Transcript Long-Range Financial Planning Committee

Long-Range Financial Plan and
2011/12 Budget Development
January & February, 2011
Los Alamos Public Schools Long Range Financial Planning Committee – Updated: 2/17/11
Background Information
• History of declining enrollment identified by
Mary McLeod in 2009
• Cut or Keep Meetings held in 2009/2010
• April 2010 Budget Meeting
• Non-negotiable Goals
– 100% of students will graduate
– 100% of students will achieve at least one year of
measureable academic growth
– 100% of schools will be safe and civil
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.
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!
in Dollars
LAPS Enrollment vs. Funding History
Funding to LAPS
38000000
36000000
34000000
32000000
30000000
28000000
26000000
24000000
22000000
20000000
Year
SEG
Total Funds
total w/
Stimulus
3500
LAPS Enrollment Trends
3450
3473
* 40th day STARS reports
3400
3399
3401
3375
3350
3300
3305
3250
2007
2008
2009
2010
2011
Enrollment and Staffing Trends
Site Staffing Totals 2006-2011
Number of Site Employees
600
505.5
492.6
497.4
495.3
500
457.3
460
total staff
400
300
260.1
257.7
261.3
263.1
247.2
258.4
teachers
200
100
0
3500
LAPS Enrollment Trends
3450
3473
* 40th day STARS reports
3400
3399
3401
3375
3350
3300
3305
3250
2007
2008
2009
2010
2011
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
Committee Makeup
• Original Members











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
Committee Goals
 Develop an austerity budget.
 Develop a list of program elements that the district
would like to utilize.
 Develop a cost associated with each program element.
 Develop a rubric to evaluate each program element.
• Evaluate each program element using rubric.
• “Layer” the elements into a financial plan for the
2011/2012 school year.
• Communicate the plan to the public.
Committee Timeline
Austerity budget: Done
Program elements: November 2010
Program costs: December 2010
Rubric: December 2010
• Program elements evaluation using rubric:
February 2011
• Financial plan: March 2011
• Communication of plan to public: April 2011
• Budget Decision by Board: April/May 2011
Creating a Rich Public Education
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.
• NOT HOW WE WANT OR PLAN TO RUN OUR
DISTRICT!!
Austerity Budget – Slide 1
Program Element
2011/12 Budget
Austerity Budget
2010/11 Budget
(does not include Special Ed)
(does not include Special Ed)
Elementary Teachers
??
76
88
LAMS Teachers
??
21
32
LAHS Teachers
??
42
64
Art Teachers (elem.)
??
0
3.7
Librarians
??
1
6.8
Music Teachers (elem.)
??
0
3.7
PE Teachers (elem.)
??
0
3.7
Principals
??
6
10
Site Secretaries
??
7
7
Attendance Clerks
??
0
7
Counselors
??
4
11
Nurses
??
3
8
Regular Ed IAs/Reading
IAs/Dept. Secretaries
??
10 (kinder IA)
46
Austerity Budget – Slide 2
Program Element
2011/12 Budget
Austerity Budget
2010/11 Budget
Superintendent
??
1
1
Assistant Sup
??
0
1
Business Office
??
5.5
11
Human Resources
??
2
4
Specialists (Math,
Curriculum, etc.)
??
0
5
Technology Staff
??
3
12
Athletics/Activities
??
Eliminated
$221,000
Maintenance
??
9.5
19
Custodians
??
22
31
Technology
??
No cell
phones/pagers;
reduce xerox by half
Supplies
??
None
$461,000
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 $24.6 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!
Evaluation Rubric
• Six Criteria:
– Contributes to staff morale and effectiveness.
– Facilitates core student learning and achievement.
– Promotes development of personal and life skills.
– Promotes learner engagement and attendance.
– Facilitates a safe, civil, and healthy environment.
– Promotes enhanced learning beyond the
fundamentals.
The Rubric
Program Name
Promotes
Promotes
Contributes to Facilitates
Promotes
learner
Facilitates a
enhanced
staff morale core student development engagement safe, civil and
learning
Approximate
and
learning and of personal
and
healthy
beyond
Cost
effectiveness achievement and life skills attendance environment fundamentals
Site Adjustments - Elementary
Principal 1 per site
Reduce class size to 2010-11
levels
Eliminate multi-age classrooms
Elem. Contact Person 1 per site
2nd Site clerk/receptionist
Elementary IA's/ 1 per 100
students
Elementary Music all grades
Elementary Orch/Band
Elementary Art all grades
Elementary Certified Librarians
Elementary P.E. all grades
Educational Technologists 1 per
district
Math Instructional Coach 1 per
district
Reading Instructional Coach 1 per
district
3
4
f
hj
kj
TOTAL
Rubric → On-line Survey
One you sign-up for the survey, you’ll receive an email with a link
Click on the link and you’ll automatically be taken to the survey.
Q: Why the email link rather than a direct connection thru a web browser?
A: Because the email link enables the survey to save your results as you go
along, so you can take breaks and pick up where you left off!
Clicking on link takes you to survey
Survey, continued –Select all that apply.
Survey – Typical Question Format
Same
evaluation
criteria
appear for
each question
in survey
Survey – Another Question
Continue through
all the questions
in the survey.
If you use the
email link to
connect with the
survey, it will save
your results as
you go along, so
you can take a
break at any time,
click on the email
link, and be right
back where you
left off!
Where do we go from here?
• Using the Rubric
– LRFPC Members complete rubric (done)
– Community information and meetings (scheduled end of January and
beginning of February)
– Completed rubrics are submitted (by 3/6/11)
• Analyzing the Rubric
– Collect the data (throughout February into March)
– Committee meets to analyze results (scheduled 3/1 and 3/15)
• Making the Decisions
– School Board reviews recommendations (anticipated for 3/24)
– 2011-12 budget developed (April 2011)
– Long-range plans created (future)
Questions?
Makes LAPS best in the land
Adds desirable elements
Important to meet district goals
Essential for Student Achvmt
Just legal – funded by SEG