2015-16 BUDGET PRESENTATION - Norristown Area …€¦ · · 2015-02-202015-16 BUDGET PRESENTATION. ... Charter School Enrollment Non-Public School Enrollment ... 2015-16 BUDGET

2015-16 BUDGET PRESENTATION

February 17, 2015 Norristown Area School District

STUDENT ACHIEVEMENT IS OUR NUMBER ONE PRIORTITY

AND IS THE MAIN PURPOSE OF OUR EXISTENCE

OUR SCHOOLS ARE PART OF THE LARGER COMMUNITY

1 1

3

5 OUR ACTIONS WILL BE CHARACTERIZED BY

TRUST, RESPECT, FAIRNESS, TRUTH AND TRANSPARENCY

8 WE ARE COMMITTED TO MAINTAINING FINANCIAL STABILITY

AND ACCOUNTABILITY

Our School Board adopted eight core values,

which provide a foundation that guide our actions

NORRISTOWN AREA SCHOOL DISTRICT


ENROLLMENT TRENDS & PROJECTIONS

CAPACITY OF NASD FACILITIES

2015-16 FACILITIES / OPERATIONS BUDGET

PRELIMINARY DISCUSSION OF CAPITAL PROJECTS

1 1

2

3 ACT 1 EXCEPTION PROCESS (BRIEF OVERVIEW /UPDATE)

NNORRISTOWN AREA SCHOOL DISTRICT


ENROLLMENT TRENDS & PROJECTIONS

CAPACITY OF NASD FACILITIES 1 1



TOTAL NASD

STUDENT POPULATION

NASD Building

Enrollment

Charter School

Enrollment

Non-Public School

Enrollment

Approved Private & Alternate School

Enrollment

ENROLLMENT TRENDS AND PROJECTIONS



NASD Building Enrollment

K 1 2 3 4 5 6 7 8 9 10 11 12 UG TOTAL

03-04 523 547 490 525 540 570 540 567 545 656 546 448 399 6896

04-05 504 540 519 493 530 536 555 513 556 567 600 473 492 6878

05-06 517 515 509 518 486 495 532 543 499 557 631 441 464 6707

06-07 532 522 498 498 511 476 456 537 539 512 573 509 483 6646

07-08 523 555 535 503 495 508 471 471 530 550 519 491 514 6665

08-09 565 551 559 513 522 490 499 483 476 568 538 489 473 6726

09-10 607 569 538 547 507 511 472 488 473 563 534 468 442 6719

10-11 632 621 581 533 525 506 502 493 468 502 516 492 444 6815

11-12 733 636 613 559 515 509 477 506 471 490 521 422 493 6945

12-13 665 764 636 607 550 484 504 466 500 546 465 466 406 7059

13-14 675 673 749 619 596 525 457 487 438 529 508 422 425 19 7122

14-15 674 672 646 721 608 534 509 458 485 507 437 423 413 17 7104

Source: NASD Child Accounting Reports




2,625 2,586 2,545 2,561 2,611 2,710 2,768

2,892 3,056

3,222 3,312 3,321 3,555 3,519 3,562

-

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

ELEMENTARY ENROLLMENT

PA ECONOMY LEAGUE PROJECTED 14-15 ENROLLMENT AT 3,469

STUDENTS; ACTUAL ENROLLMENT IN OCT = 3,321 STUDENTS




2,222 2,160

2,069 2,008 1,980 1,948 1,944 1,969 1,963 1,954 1,907

1,986 2,079

2,281 2,366

-

500

1,000

1,500

2,000

2,500



MIDDLE SCHOOL ENROLLMENT

PA ECONOMY LEAGUE PROJECTED 14-15 ENROLLMENT AT 2,022 STUDENTS;

ACTUAL ENROLLMENT IN OCT = 1,986 STUDENTS

(1.8% VARIANCE)


2,049 2,132 2,093 2,077 2,074 2,068

2,007 1,954 1,926 1,883 1,903 1,797

1,958 1,915 1,905

-

500

1,000

1,500

2,000

2,500



HIGH SCHOOL ENROLLMENT



(5.9% VARIANCE)


6,896 6,878 6,707 6,646 6,665 6,726 6,719 6,815 6,945 7,059 7,122 7,104 7,592 7,715 7,833

-

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000



TOTAL NASD BUILDING ENROLLMENT



(4% VARIANCE)

Charter School Enrollment

TOTAL ENROLLMENT

04-05 314

05-06 351

06-07 363

07-08 372

08-09 383

09-10 385

10-11 412

11-12 439

12-13 478

13-14 495

14-15 477

314

351 363 372 383 385 412

439

478 495

477

0

100

200

300

400

500

600

04-05 05-06 06-07 07-08 08-09 09-10 10-11 11-12 12-13 13-14 14-15

Source: NASD Board Meeting Minutes



Charter School Enrollment

BUDGETARY IMPACTS:

• TUITION COSTS

• CURRENT RATES:

• REGULAR EDUCATION STUDENT: $ 11,764

• SPECIAL EDUCATION STUDENT: $ 30,317 • (SAME RATES APPLY FOR BRICK/MORTAR SCHOOLS & CYBER SCHOOLS)

• TRANSPORTATION



Non-Public School Enrollment

TOTAL ENROLLMENT

05-06 2,339

06-07 2,183

07-08 2,100

08-09 1,346

09-10 1,342

10-11 1,211

11-12 1,129

12-13 953

13-14 1,142

14-15 1,162

2,339

2,183 2,100

1,346 1,342

1,211 1,129

953

1,142 1,162

-

500

1,000

1,500

2,000

2,500

05-06 06-07 07-08 08-09 09-10 10-11 11-12 12-13 13-14 14-15

Source: NASD Board Meeting Minutes

IMPT – These figures do not represent total NASD

non-public enrollment.



Non-Public School Enrollment

BUDGETARY IMPACTS:

• TRANSPORTATION

• ADDITIONALLY, IT SHOULD BE NOTED THAT THE FIGURES REPORTED

TO THE SCHOOL BOARD EACH MONTH ARE NOT ALL INCLUSIVE. WE

PROVIDE TRANSPORTATION TO MANY OTHER NON-PUBLIC

SCHOOLS EACH DAY

• School Board Report Only Includes Enrollment at: Holy Rosary, Mother

Teresa, Penn Christian, Pope John Paul II, St. Francis, St. Helena’s &

Visitation

• We also transport to non-public facilities such as: Calvary Baptist,

Conshohocken Catholic, Episcopal Academy, Germantown Academy,

LaSalle HS, Lansdale Catholic, Mt. St. Joseph’s Academy, Malvern

Prep, etc




Enrollment

TOTAL ENROLLMENT

09-10 156

10-11 136

11-12 97

12-13 95

13-14 123

14-15 121

156

136

97 95

123 121

0

20

40

60

80

100

120

140

160

180

09-10 10-11 11-12 12-13 13-14 14-15

Source: NASD Child Accounting Reports



BUDGETARY IMPACTS:

• TUITION COSTS

• VARY PER PLACEMENT

• TRANSPORTATION

TOTAL NASD STUDENT

POPULATION

NASD Building

Enrollment

Charter School

Enrollment

Non-Public School

Enrollment


Enrollment



2012-13 2013-14 2014-15

NASD BLDG

ENROLLMENT 7,059 7,122 7,104

CHARTER

SCHOOL 478 495 477

NON-PUBLIC

SCHOOL

(Limited Data) 953 1,142 1,162

APPROVED

PRIVATE /

ALTERNATE

PLACEMENT 95 123 121

TOTAL 8,585 8,882 8,864

FLAT COMBINED

ENROLLMENT

CAPACITY OF NASD FACILITIES – ELEMENTARY



PFLY WHITE

HALL

COLE

MANOR

GOTWALS HANCOCK MARSH

ST

MUSSEL

MAN

TOTAL

CURRENT

ENROLLMENT

(OCT 2014) 557 531 467 418 384 684 280 3,321

PDE STUDENT

CAPACITY 675 525 450 475 525 650 300 3,600

COMMENTS

CLASSROOM

SPACE

AVAILABLE

NO SPACE

AVAILABLE

CAPACITY ISSUES CAN BE ADDRESSED BY

ADDING NEW CLASSROOM SPACE AND/OR

ADJUSTING ATTENDANCE ZONES

CAPACITY OF NASD FACILITIES – MIDDLE



ENMS EISEN STEWART TOTAL

CURRENT

ENROLLMENT

(OCT 2014) 890 576 520 1,986

PDE STUDENT

CAPACITY 1,052 572 757 2,381

COMMENTS

CONCERNS OVER

GROWING

ENROLLMENT

TRENDS

CLASSROOM

SPACE AVAILABLE

CAPACITY ISSUES CAN BE ADDRESSED BY

ADDING NEW CLASSROOM SPACE AND/OR

ADJUSTING ATTENDANCE ZONES

CAPACITY OF NASD FACILITIES – HIGH SCHOOL



NAHS ROOSEVELT TOTAL

CURRENT

ENROLLMENT

(OCT 2014) 1,684 113 1,797

PDE STUDENT

CAPACITY 2,297 338 2,635

COMMENTS

CURRENT USE OF ROOSEVELT IS BEING

REVIEWED BY ADMINISTRATION

CAPACITY OF NASD FACILITIES – COMBINED



ELEM MIDDLE HIGH TOTAL

CURRENT ENROLLMENT

(OCT 2014) 3,321 1,986 1,797 7,104

PDE STUDENT CAPACITY 3,600 2,381 2,635 8,616

2017-18 PROJECTED

ENROLLMENT PER PEL 3,562 2,366 1,905 7,833

2022-23 PROJECTED

ENROLLMENT PER PEL 3,576 2,540 2,410 8,526

WE WILL NEED TO MONITOR ELEMENTARY & MIDDLE

SCHOOL ENROLLMENT CLOSELY;

PEL PROJECTIONS INDICATE CAPACITY ISSUES MAY

NEED TO ADDRESSED IN 2018-19

2015-16 FACILITIES / OPERATIONS BUDGET

CAPITAL PROJECT NEEDS (PRELIMINARY)

Facilities Committee Review Needed

2 2



• 2015-16 FACILITIES / OPERATIONS BUDGET

• General Fund – Function 2600

• Includes expenses for keeping the physical plant open, comfortable, and safe. This

includes keeping the grounds, buildings, and equipment in effective working condition

and maintaining safety on all school property.

• NASD staff clean & maintain nearly 1.2 million sq. feet & 250 acres



NASD Staff include:

Administrator/ Supervisors 3

Secretary 1

Custodians 46 FT & 1 PT

Maintenance Staff 11 FT

Grounds Crew 5 FT & 2 PT

Security Staff / Student

Supervisors 7 FT & 3 PT

TOTAL 79 Staff

Contracted School Resource

Officers (4) are also funded

in this Budget Function



Function 2600 Expense Analysis SPENT

12-13

SPENT

13-14

BUDGETED

14-15

PROJECTED

14-15 PRELIM

15-16

2600-100: Wages $ 4,340,168 $ 4,374,161 $ 4,680,000 $ 4,680,000 $ 4,765,000

2600-200: Benefits $ 2,171,921 $ 2,328,766 $ 2,629,000 $ 2,650,000 $ 2,833,000

2600-300: Contracted Prof Svcs Architects, Engineers; SRO’s $ 604,262 $ 285,283 $ 315,000 $ 345,000 $ 345,000

2600-400: Purchased Prop Svcs Includes electric, water/sewer,

building/equip repairs $ 1,412,405 $ 2,166,648 $ 1,900,000 $ 1,900,000 $ 1,900,000

2600-500: Other Purchased Svcs Primary expenses include liability

insurance $ 402,173 $ 354,097 $ 385,000 $ 385,000 $ 385,000

2600-600: Supplies Includes fuel oil, natural gas,

custodial/cleaning supplies, etc. $ 938,384 $ 1,212,656 $ 950,000 $ 950,000 $ 950,000

2600-700: Equipment Includes capital lease payment on ESCO

project & other capital projects $ 1,200,259 $ 5,339,035 $ 3,300,000 $ 2,500,000 $ 2,450,000

2600-800: Other $ 5,607 $ 27,521 $ 5,000 $ 5,000 $ 5,000

TOTAL $ 11,075,179 $ 16,088,167 $ 14,164,000 $ 13,415,000 $ 13,633,000




12-13

SPENT

13-14

BUDGETED

14-15

PROJECTED

14-15 PRELIM

15-16

2600-100: Wages $ 4,340,168 $ 4,374,161 $ 4,680,000 $ 4,680,000 $ 4,765,000

2600-200: Benefits $ 2,171,921 $ 2,328,766 $ 2,629,000 $ 2,650,000 $ 2,833,000

2600-300: Contracted Prof Svcs Architects, Engineers, SRO’s $ 604,262 $ 285,283 $ 315,000 $ 345,000 $ 345,000




insurance $ 402,173 $ 354,097 $ 385,000 $ 385,000 $ 385,000





2600-800: Other $ 5,607 $ 27,521 $ 5,000 $ 5,000 $ 5,000

TOTAL $ 11,075,179 $ 16,088,167 $ 14,164,000 $ 13,415,000 $ 13,633,000

INCREASE IN PSERS EMPLOYER CONTRIBUTION

RATES IS PRIMARY FACTOR DRIVING THESE COST

INCREASES




12-13

SPENT

13-14

BUDGETED

14-15

PROJECTED

14-15 PRELIM

15-16

2600-100: Wages $ 4,340,168 $ 4,374,161 $ 4,680,000 $ 4,680,000 $ 4,765,000

2600-200: Benefits $ 2,171,921 $ 2,328,766 $ 2,629,000 $ 2,650,000 $ 2,833,000





insurance $ 402,173 $ 354,097 $ 385,000 $ 385,000 $ 385,000





2600-800: Other $ 5,607 $ 27,521 $ 5,000 $ 5,000 $ 5,000

TOTAL $ 11,075,179 $ 16,088,167 $ 14,164,000 $ 13,415,000 $ 13,633,000

VARIANCE DIRECTLY RELATED TO OUR SHARED-COST

ARRANGEMENTS WITH OUR MUNICIPAL PARTNERS FOR SRO’S

(BEGAN IN 13-14)




12-13

SPENT

13-14

BUDGETED

14-15

PROJECTED

14-15 PRELIM

15-16

2600-100: Wages $ 4,340,168 $ 4,374,161 $ 4,680,000 $ 4,680,000 $ 4,765,000

2600-200: Benefits $ 2,171,921 $ 2,328,766 $ 2,629,000 $ 2,650,000 $ 2,833,000





insurance $ 402,173 $ 354,097 $ 385,000 $ 385,000 $ 385,000





2600-800: Other $ 5,607 $ 27,521 $ 5,000 $ 5,000 $ 5,000

TOTAL $ 11,075,179 $ 16,088,167 $ 14,164,000 $ 13,415,000 $ 13,633,000

INCREASED SPENDING IN

13-14 & 14-15 WAS PLANNED

AND IS ATTRIBUTABLE TO

OUR INVESTMENT IN

MUSSELMAN FACILITY




12-13

SPENT

13-14

BUDGETED

14-15

PROJECTED

14-15 PRELIM

15-16

2600-100: Wages $ 4,340,168 $ 4,374,161 $ 4,680,000 $ 4,680,000 $ 4,765,000

2600-200: Benefits $ 2,171,921 $ 2,328,766 $ 2,629,000 $ 2,650,000 $ 2,833,000





insurance $ 402,173 $ 354,097 $ 385,000 $ 385,000 $ 385,000





2600-800: Other $ 5,607 $ 27,521 $ 5,000 $ 5,000 $ 5,000

TOTAL $ 11,075,179 $ 16,088,167 $ 14,164,000 $ 13,415,000 $ 13,633,000

THIS LINE ITEM MAY BE

REDUCED BEFORE FINAL

BUDGET ADOPTION BECAUSE

OF RECENT FAVORABLE

MARKET CONDITIONS;

ATTEMPTING TO LOCK-IN

WHILE PRICES ARE LOW




12-13

SPENT

13-14

BUDGETED

14-15

PROJECTED

14-15 PRELIM

15-16

2600-100: Wages $ 4,340,168 $ 4,374,161 $ 4,680,000 $ 4,680,000 $ 4,765,000

2600-200: Benefits $ 2,171,921 $ 2,328,766 $ 2,629,000 $ 2,650,000 $ 2,833,000





insurance $ 402,173 $ 354,097 $ 385,000 $ 385,000 $ 385,000





2600-800: Other $ 5,607 $ 27,521 $ 5,000 $ 5,000 $ 5,000

TOTAL $ 11,075,179 $ 16,088,167 $ 14,164,000 $ 13,415,000 $ 13,633,000

THIS LINE ITEM INCLUDES $ 800K FOR CAPITAL PROJECTS

PRELIM PRIORITIES INCLUDE ROOSEVELT & PFLY

(FACILITIES COMMITTEE TO REVIEW)




12-13

SPENT

13-14

BUDGETED

14-15

PROJECTED

14-15 PRELIM

15-16

2600-100: Wages $ 4,340,168 $ 4,374,161 $ 4,680,000 $ 4,680,000 $ 4,765,000

2600-200: Benefits $ 2,171,921 $ 2,328,766 $ 2,629,000 $ 2,650,000 $ 2,833,000





insurance $ 402,173 $ 354,097 $ 385,000 $ 385,000 $ 385,000





2600-800: Other $ 5,607 $ 27,521 $ 5,000 $ 5,000 $ 5,000

TOTAL $ 11,075,179 $ 16,088,167 $ 14,164,000 $ 13,415,000 $ 13,633,000

BUDGETED DOLLARS

DOWN BY $531,000, OR 3.7%

Building Recent Renovations

Short-Term Capital

Concerns

Long-Term Capital

Concerns

Comments /

Notes

Year Renovation Highlights

Cole Manor

Elementary 2006

Air Conditioning, roof,

windows, and exterior

door replacement

Parking Lot / Paved

Areas

Boiler

Replacement

Cosmetic

Improvements

Needed

Hancock

Elementary 2006

Air Conditioning,


door replacement

Parking Lot / Paved

Areas

Boiler

Replacement

Cosmetic

Improvements

Needed

Gotwals

Elementary

2010

(QSCB)

Air Conditioning, boiler,


door replacement

Parking Lot / Paved

Areas

Electrical

Switchgear & Roof

Replacement

Marshall St

Elementary 2006

Air Conditioning,


door replacement

Parking Lot / Paved

Areas

Boiler

Replacement

Cosmetic

Improvements

Needed

P Fly

Elementary

2012

(Energy

Contract) Boiler Replacement

HVAC System

Upgrade, Door/Window

Replacement, Parking

Lot / Paved Areas

Electrical

Switchgear

Replacement

Whitehall

Elementary

2012

(Energy

Contract) Roof Replacement

Musselman 2014

Air Conditioning, boiler,


door replacement

ELEMENTARY SCHOOLS




Short-Term

Capital

Concerns

Long-Term Capital

Concerns

Comments /

Notes

Year

Renovation

Highlights

Stewart

2012

(Energy

Contract)

Windows, Roof,

HVAC System

Upgrade (Including

Air Conditioning)

Parking Lot /

Paved Areas

Cosmetic

Improvement

s Needed

ESTLA

2012

(Energy

Contract)

Windows, Roof,

HVAC System

Upgrade (Including

Air Conditioning)

Parking Lot /

Paved Areas

ENMS 2006

Building

Expansion / Air

Conditioning

MIDDLE SCHOOLS NNORRISTOWN AREA SCHOOL DISTRICT



Short-Term Capital

Concerns

Long-Term Capital

Concerns

Comments /

Notes

Year

Renovation

Highlights

NAHS - Main

Campus

2010

(QSCB)

HVAC System

Upgrade, 9 New

Classrooms, New

Roof

Parking Lot / Paved

Areas (Portion of Eagle

Drive Being Addressed

Via Developer)

Electrical Switchgear

replacement

Cosmetic

Improvements

Needed

NAHS –

Athletic

Complex 2011

Synthetic Track &

Field

Bleachers, Building,

& Lights

Tennis court

renovations

Roosevelt

Campus

Roof/Doors/Windows

Replacement, HVAC

System Upgrade

ADMIN BLDG

HVAC System

Upgrade

Boiler Replacement

& Roof

Parking Lot /

Paved Areas

Will Be Done

Via Developer

HIGH SCHOOL / ADMIN



ACT 1 “EXCEPTION” PROCESS

• Brief Update

3 3



As a reminder, for 2015-16:

NASD can only raise taxes beyond 1.9% with PDE or voter

approval

• PDE approval involves filing for Act 1 “Exceptions”

PDE “Exception” Applications Due March 5, 2015



Act 1 “Exceptions” - ONLY THREE EXCEPTIONS REMAIN

- SEVEN WERE ELIMINATED IN 2011

EXCEPTION

EXCEPTION

GRANTED IN

2010-11

EXCEPTION

GRANTED IN

2011-12

EXCEPTION

GRANTED IN

2012-13

EXCEPTION

GRANTED IN

2013-14

EXCEPTION

GRANTED IN

2014-15

FOR 2015-16, WHICH

EXCEPTIONS WILL NASD

APPLY FOR?

EMERGENCY

ELIMINATED BY ACT 25 OF

2011 ELIMINATED

THREATS ELIMINATED ELIMINATED

DEBT SERVICE NO

SPECIAL ED $814,370 $625,498 $1,229,791 YES

NCLB $3,765,380 $1,959,895 ELIMINATED ELIMINATED

ACTUAL INSTR

EXP ELIMINATED ELIMINATED

COURT

ORDERS ELIMINATED ELIMINATED

HEALTH CARE ELIMINATED ELIMINATED

TAX/STATE

FUNDING ELIMINATED ELIMINATED

PSERS $1,142,150 $955,465 $979,747 $ 897,081 $1,140,901 YES

TOTALS $4,907,530 $3,729,730 $1,605,245 $ 2,126,872 $ 1,140,901 ?



Act 1 “Exceptions” - ONLY THREE EXCEPTIONS REMAIN

- SEVEN WERE ELIMINATED IN 2011

EXCEPTION

EXCEPTION

GRANTED IN

2010-11

EXCEPTION

GRANTED IN

2011-12

EXCEPTION

GRANTED IN

2012-13

EXCEPTION

GRANTED IN

2013-14

EXCEPTION

GRANTED IN

2014-15

FOR 2015-16, WHICH

EXCEPTIONS WILL NASD

APPLY FOR?

EMERGENCY

ELIMINATED BY ACT 25 OF

2011 ELIMINATED

THREATS ELIMINATED ELIMINATED

DEBT SERVICE NO

SPECIAL ED $814,370 $625,498 $1,229,791 YES

NCLB $3,765,380 $1,959,895 ELIMINATED ELIMINATED

ACTUAL INSTR

EXP ELIMINATED ELIMINATED

COURT

ORDERS ELIMINATED ELIMINATED

HEALTH CARE ELIMINATED ELIMINATED

TAX/STATE

FUNDING ELIMINATED ELIMINATED

PSERS $1,142,150 $955,465 $979,747 $ 897,081 $1,140,901 YES

TOTALS $4,907,530 $3,729,730 $1,605,245 $ 2,126,872 $ 1,140,901 ?



As a reminder, the approval of our exceptions indicates that

PDE recognizes the extraordinary burden placed on our

programs by certain factors (special education and PSERS)

where spending may be beyond local control

Guidance on 2015-16 Exceptions has just been released by

PDE; we will begin filing process later this month

Documents

2015-16 BUDGET PRESENTATION - Norristown Area …€¦ · · 2015-02-202015-16 BUDGET PRESENTATION. ... Charter School Enrollment Non-Public School Enrollment ... 2015-16 BUDGET