Transcript SBDM Budget Data Sources

SBDM Budget
Data Sources
School & District Data
• Demographics
• Student Enrollment
Projections
• Attendance %
• Projected ADA
• Total Ktgn. + Gr.1-5
@ Elementary Level
• At Risk Students
(w/out ECE S/C)
• At Risk %
• ECE S/C
• Fee Waivers
Human Resources
• Staff Certification
Lists, applications
for re-employment,
& contracts
Financial Planning & Management
JCPS Site-Based Allocation
Formula
Component #1
Base Allocation
Component #2
Site-Based
Allocation
Component #3
Restricted
Programs
Provides
common, fixed
cadre of
personnel
Provides fiscal
support
Insures certain
high priority /
essential
services
Based on needs Based on #’s &
of 3 grade-level categories of
schools
pupils enrolled
Based on gradelevels &
academic needs
Enrollment #’s
converted to
ADA
“Add-On”
Non site-based
budget
JCPS FY ’04-05
Budget Changes
• At-Risk Allocation: All receive at least
partial allocation (qualified for free /
reduced lunch) in Feb. & Aug.
• Lead Custodian Value:Separate values for
custodians and lead custodians
• Carryover: Must submit plan for all
carryover funds, approved by SBDM,
based on needs identified in CSIP
Budget Decisions &
Instructional Needs
Student Data Drives
Decisions
50
40
ECE
30
20
AF.AM.
10
W/
Other
0
'00'01
'02'03
• Student attendance
records and
projections = base
• Instructional needs
determined by CATS
data analysis
• Disaggregated data
reveals achievement
gaps
• CSIP developed
• SBDM reviews,
adjusts, & approves
KRS 157.360 Base Funding Level –
Adjustment – Enforcement of Maximum
Class Size – Allotment of Program funds
• Base = $ appropriated
/ prior yr. ADA
• Districts receive $
per student ADA
– AT –Risk $ must pay
for:
• Alternative programs
• Hazardous Duty pay
– # + types of ECE
specific weights
– Transportation costs
KRS 157.360 Base Funding Level
• SEEK fully
implemented by FY
’94-95
• Max. class sizes
– Primary = 24
– 4th grade = 28
– 5-6th grades = 29
– 7-12th grades = 31
Max. 150 pupil hours per
day @ middle +high
school levels
(Some exemptions may be
approved)
• KY BoE adoption of
Regs. + provision for
exemptions
• Enforcement of ECE
max. / caps (no
exemption or waiver
allowed if effects
negative to ECE
student)
• Max. for combined
grades (no exceptions)
– No ungraded primary +
graded in same class
– Max 2 grade levels in
combined class
KRS 157.360 Base Funding Level
• If SBARC determines
ECE LRE is in private
placement, student
counts in ADA if
approved
• Pupils in coop.
Placement / centers
considered in ADA of
each (dist + center)
• Funding increase @ 2nd
month if ADA is
greater than prev. yr.
($ increase by %
•
increase)
ADA decrease >= 10%
• ADA decrease > 2%
• Instructional salaries
for Vocational Ed.
• Agriculture teachers
must submit annual
plan
• Home / hospital
program funds
• Reimbursement for
H/H instruction
• P1 assistants per 24
full time P1 students
• No deduction against
base funding re: ADA
if student in career /
Voc. Ed. facility
KRS 158.649 Law on Reducing
Achievement Gaps
• Gap = substantive
CATS performance
difference between
various groups (ECE,
minority, F/R, ESL)
• Nov. 1 CATS data
presented to SBDM
• Dec. 1 (’02 +2yr after)
Biennial targets
• Feb. 1 (’03 +odd yrs.)
SBDM set targets
submitted to Super.,
then Board of
Education
• April (’03 + odd yrs.)
Review data & revise
CSIP
• Public Meeting
• Determine if targets
are met
• Address how academic
needs will be met
SBDM staffing
dilemmas
Kelly Koch
Tough Decisions
• Your principal and
administration are
able to assess the
situation prior to
presenting to
SBDM.
• It is important to
remember this is
not personal.
Decisions and Decision
Makers
• Only so much money is
allotted to each school
for salary.
• It is possible to “buy”
a person with a grant
or other funds,
however the long term
needs of a school need
to be considered.
60
50
40
30
Salaries
Funding
20
10
0
1st
Qtr
3rd
Qtr
Seniority Matters
• Since JCPS teachers
are members of an
union, JCTA has
guaranteed
representation. No
one can be let go from
the county due to
budgeting issues if
they have a standing
contract. However,
budgeting may affect
where you are staffed
2004-2005 Budget
• The budget shortfalls are expected
to be minimum for our school because
of grant and CSIF funding. However
other schools won’t be as lucky.
• State grants are on the chopping
block too, such as, YSC and behavior
coaching programs.
How much involvement
is appropriate?
Lynn Johnson
The Bylaws
Composition
• SBDM consists of 3 teachers, 2 parents,
and 1 principal/ administrator.
• You can increase these numbers but they
have to be proportional (6 teachers, 4
parents, 2 principals/administrators, and
one non-voting classified staff member).
Input from
Non-Council Members
• Outside parties may recommend items by
submitting a written report 48hrs prior to
the meeting.
• Once there, they need to sign in and
specify their topic of interest.
• They are then given three minutes to
speak on their topic of choice.
• Input/Reactions will be allowed and
discussed before Council makes a decision.
Terms of Office
• If Council is on one-year terms, the
members may serve for as many as they
are elected.
• If it is a two-year term, you may only
serve one term but my not be reelected to
serve consecutive terms.
• Terms cannot exceed that of a two year.
The Standing
Committees
•
•
•
•
Technology
Equity
Attendance
Parent& Community
/Marketing
• Academic
Performance
• School Climate
• Health Promotion
• Media Center
How does the principal
direct the completion
of the budget?
Budgeting
• It is not required but it is best
practice.
• School councils do have required
decision making responsibilities
regarding # of personnel which
directly affects the budget.
• Major driving force - CSIP
• Need as much stakeholder input as
possible
• Role of principal – capacity builder
(teachers teach, not principals)
• Convince teachers they have the
right, responsibility, and capacity to
serve as leaders
SBDM Law
Ten Areas
for policy adoption.
• Determination of curriculum
• Assignment of all instructional and
non-instructional staff time
• Assignment of students to classes and
programs within the school
• Determination of the schedule of the
school day and week
• Determination of use of school space
during the school day
Ten Areas (continued)
• Planning and resolution of issues regarding
instructional practices
• Selection and implementation of discipline
and classroom-management techniques
• Selection of extracurricular programs and
determination of policies relating to
student participation
Ten Areas (continued)
• Procedures consistent with local schoolboard policy for determining alignment
with state standards, technology
utilization, and program appraisal
• Consultation with the principal for hiring
of personnel other than the principal
SBDM Law (KRS 160.345) also
allows authority in the following:
• Determination of the local school budget
• Choosing whether or not to implement a
committee structure
• Responsibility to determine textbooks and
instructional materials (with teacher input)
• Hiring the school principal from the list of
candidates recommended by the
superintendent
SB 226 did not pass
There might possibly be language
added to an existing piece of
legislation, but as of now, there is
no change in principal selection.
Things to consider when
creating policies:
• Is this within the authority of SBDM? If not, have we
gained a waiver?
• Will this positively affect the achievement of all students?
• Does this reflect good educational practices?
• Does this reflect what is best for our school?
• Is the policy clear and easily understood?
• Are there health and safety issues to consider?
• Are there any legal or financial liabilities to consider?
• Are there contractual issues that must be considered?
• Can the policy be administered and enforced?
• Is the policy consistent with state an/or federal laws and
regulations?
SBDM does not have the
authority to create policies
in the following:
• Personnel Evaluations
• Setting graduation requirements
• Deviate from the Pupil Progression, Promotion,
and Grading Guidelines from the JC Board of Ed
• Councils cannot establish a policy to pay their
members
• Procedures for removing Council members should
not be part of the bylaws or school’s policies
How the Principal Involves Budget and
Non-budget Members.
Ward Davis
Objectives of this Section:
1. Discuss the different methods that are
employed toward budget construction.
2. List the contributing factors involved in
determining a school’s budget allocation.
3. Describe the various committees involved in
determining the yearly budget i.e. staffing &
scheduling, and budget.
4. Discuss the method used to involve noncommittee members and staff in the budget
process.
Methods of Involvement:
1.
SBDM may opt to formulate the budget
themselves.
2. SBDM may task Budget & Staffing/scheduling
committees to present a budget for approval.
3. SBDM may allow the principal to construct the
budget.
The Principal involves the following
committees and personnel:
1. Budget Committee
2. Staffing and Scheduling
3. Parent, Teachers, and community
leaders
4. SBDM for final approval.
The allocated budget is comprised of
the following:
-
Per pupil allocation: Past and projected ADA.
-
Base allocation: funds required for administrative,
counseling, clerical, and custodial needs.
-
Fee waiver allocation: Pays for fee’s for students on
free or reduced lunches.
-
At-risk allocation: ECE, EBD,etc. students that receive
fee waiver.
The allocated budget is comprised of
the following:
- Site based allocation: For the hiring of Plant operators and
custodians.
- Budget carryover: plan must be submitted for its use
regardless of amount.
- Activity fund: any funds obtained from soda/candy
machines, and bookstore sales.
Budget Committee:
1. The principal shall task the budget committee
to complete a school-wide needs assessment
and input involving:
a. Teachers
b. Parents
c. Local community
Budget Committee (continued):
2. Input is centered on:
a. Hiring of certified personnel
b. Hiring of Classified personnel
c. Purchase of instructional materials/supplies.
d. Activity Funds
e. Professional development
f. Equipment
Budget Committee
(continued):
3. Determines what instructional materials will be
required for the following school year, including:
- Library needs
- General supplies
- Replacement Equipment
- Textbooks
- Teaching supplies
- New equipment
Budget Committee
(continued):
4. Receives input from the Principal for:
- Copy paper and supplies
- Common instructional supplies
- Administrative needs
- Service and maintenance contracts such as copier
repairs.
Staffing and Scheduling
Committee
1. Determines the levels of certified
teachers and classified staff required
to fill the next school year needs.
a. Determined by:
(1) School improvement plan/consolidated plan
(2) District initiatives
(3) Retirements/vancancies/ transfers
Input from NonBudgetary Sources
The SBDM will require input solicited from the
following groups through special meetings
concerning the budget.
Parent/Teacher Association
Community Leaders
Teachers
Parents
SBDM Functions
Once input has been received from the budget
and Staffing & Scheduling Committees, the SBDM
will vote on the inputs.
1. Recommended two reading process before
approval of the budget.
2. Approved budget is then submitted to the
Principal who then submits copies to the
superintendent and the school community.
Amendments to the
Budget
The Principal may amend the budget with the approval of
the SBDM on two occasions:
1. During the fifth pupil day.
2. During the mid-year point in January.
This requires referring back to the consolidated plan and
involving the committees (budget/staffing) to reassess the
budgetary needs.
Mock meeting and
choices
What is your vision as a
future principal?