Harrisonburg City Public Schools

FY2016 School Board Approved Operational and School Nutrition Budgets

April 14th, 2015

Presented by Scott Kizner, Ph.D.

Investing in the Future of Harrisonburg City

Harrisonburg City Schools…A place where learning has no limits and together we work for the success of all.

LEARNING We believe learning is the heart and soul of what we do and that all students will learn.

EQUITY We believe each and every student has gifts and talents that will be recognized, valued, nurtured, and celebrated.

EXCELLENCE We believe in setting high expectations for students and adults in attitude, behavior, progress, and achievement.

TOGETHER We believe in meaningful collaboration with each other, parents, students, and the community.

FORWARD We believe in continuous improvement through innovation, taking risks, solving problems, and a sense of humor.

Our Budget is Aligned with Our Mission and Core Beliefs

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Budget Goals Goal 1

• Promote outstanding achievement, high standards and expectations for learning

Goal 2• Promote the best practices to recruit, retain and engage our

workforceGoal 3

• Promote the involvement and enhance the professional development for all staff

Goal 4• Promote student personal growth so that each can become a

responsible contributing citizenGoal 5

• Promote community support and involvement in the schoolsGoal 6

• Promote organizational efficiency and protection of assets

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• Equity and excellence drives our daily decisions

• Budget is flexible to meet unanticipated or new priority needs

• High expectations for learning and investing in personnel are essential for continuous improvement

• Not everything can be funded and not everything can be funded at current levels

• New needs require us to “abandon” some past priorities

• Our enrollment continues to increase (2-4%)

• Diverse needs of our students are a driving budget focus

Key Points

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• Greatest AMO gains are expected for English Language Learners (ELL), Economically Disadvantaged and Students with Disabilities

• Harrisonburg City Public Schools ELL and Economically Disadvantaged student population is significantly higher than the state average• ELL State Average = 10.07%; ELL HCPS average = 34.16%• F/R Lunch State Average = 40.04%; F/R Lunch HCPS average = 71.12%

• College and Career Readiness is an expectation for ALL students

• The “Whole Child” is our focus

Key Points

Free/Reduced Lunch Program Participation(includes Pre-K)

2008-2009

2009-2010

2010-2011

2011-2012

2012-2013

2013-2014

2014-2015

0.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00%

70.00%

80.00%

58.38%62.62% 65.43%

68.45% 68.99% 71.66% 71.12%

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• Teachers and staff receiving state and national awards

• On-time graduation has improved to above the state requirement

• Harrisonburg High School listed as one of the best high schools for advanced placement instruction and results

• Harrisonburg High School ranked 26 out of the best high schools in Virginia according to Niche Rankings

• Winner of the Wells Fargo Scholastic Cup four years in a row

• Expansion of STEM instruction and fine arts academies

Accomplishments

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• Expansion of college and university partnerships

• Continuation of Blue Ridge Scholars Degree program

• Expansion of dual language programs

• Career experience program implemented at HHS

• Expansion of CTE HS courses including Teach for Tomorrow

• Parent and community learning workshops

• Expansion and upgrades of instructional technology• So many more….

Accomplishments

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• Growth and facility limitations• Accelerated AMO requirements• “Newcomer” eligible students have increased significantly• Prepare students for k school readiness• Meeting the social and emotional needs of our students• Older students entering our schools with no or very few credits• Attracting and retaining exceptional staff to meet the diverse needs

of our students• Health insurance and VRS increases• Funding revenue uncertainties• New mandates and laws

Future Challenges

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Grade Enrollment Projection

(Based on 2014 Fall Enrollment Counts)

  2014-15� 2015-16 2016-17 2017-18� 2018-19� 2019-20� Change

               

Kindergarten 448 468 468 501 473 481 33

Grade 1 466 441 461 467 496 468 2

Grade 2 451 467 444 466 470 500 49

Grade 3 459 453 473 451 471 476 17

Grade 4 426 455 450 465 445 465 39

Grade 5 421 436 461 453 472 451 30

Grade 6 396 426 443 474 462 482 86

Grade 7 399 411 441 455 490 477 78

Grade 8 385 396 409 440 453 488 103

Grade 9 466 453 472 493 524 542 76

Grade 10 390 455 446 460 483 514 124

Grade 11 311 352 397 394 408 425 114

Grade 12 353 354 411 473 459 479 126

               

Total K-12 5,371 5,568 5,774 5,993 6,106 6,248 877

Demographics Research Group - University of Virginia - www.coopercenter.org/demographics - 434.982.5698

112002 2004 2006 2008 2010 2012 2014 20160

1,000

2,000

3,000

4,000

5,000

6,000

Short Term Trends ProjectionMedium Term Trends ProjectionLong Term Trends ProjectionEnrollment

Class Size Reduction Requirements

Qualifying School Percentage of Students

Approved for Free Lunch

Required Grades K-3 Schoolwide Ratio

Required Maximum Individual Class Size

30% but less than 45% 19 to 1 24

45% but less than 55% 18 to 1 23

55% but less than 65% 17 to 1 22

65% but less than 70% 16 to 1 21

70% but less than 75% 15 to 1 20

75% or more 14 to 1 19

Source: Item 132 C. 10. d. of Chapter 874, 2010 Acts of Assembly.

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• Expansion Middle School AVID programs• Expansion of elementary dual immersion programs• Middle School dual language program• Expansion of instructional technology programs• Expansion of digital reading program at Spotswood • Community partnerships for after school programming• Development of a comprehensive high school apprenticeship,

internship, and mentoring program• Creating additional leadership experiences for staff• University and Foundation support for professional

development

New Opportunities for 2015-2016

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• Budgeted ADM for FY16 is 5,400. • VA DOE currently funding on 9/30/14 adjusted

ADM of 5,255 (current budget built on 5115 ADM) • Assumes 2% salary increases for all employees and

an additional 1% increase for instructional assistants $767,520

• Additional payroll taxes and VRS contributions associated with proposed salary increase $154,407

• State revenues are based on the General Assembly Amendments to the Governor’s budget on 2/26/15

• Revenues reflect a $2,161,540 increase in State revenues based on increased ADM

Budget Notes

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• Assumes 12% health insurance increase of $690,689. • Assumes health design changes to employer

contributions for health insurance premiums: $77,000• Salary/benefit adjustment of $240,000 to cover costs

for employees who have been hired to meet student growth and enrollment needs

• Assumes a .44% reduction in VRS contributions for professional staff members totaling ($22,004)

• Original new non-personnel requests totaled $2,374,575

• Assumes an addition of $1,090,812 in non-personal funds

Budget Notes

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• Original new personnel requests totaled $2,227,860 for 41 new FTE and extended contracts

• Assumes an increase of 12 new positions ($693,369) and reduction of 5 current staff ($165,261) for a net total of 7 new positions totaling $528,108.

Budget Notes

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Health Insurance Plan ChangesOption 3-Hired on or After July 1, 2015

  Total Cost% Cost for Employer Cost for Employee Employer Cost

Employee Only $511.97 90% $51.20 $460.77Employee & One Minor $749.35 68% $237.37 $511.98Employee & Children $1,068.77 65% $374.07 $694.70Empoyee & Spouse $1,122.37 62% $426.50 $695.87

Family $1,578.04 56% $694.34 $883.70

Option 1-Hired on or After July 1, 2012

  Total Cost% Cost for Employer Cost for Employee Employer Cost

Employee Only $511.97 100% $0.00 $511.97Employee & One Minor $749.35 68% $237.37 $511.97Employee & Children $1,068.77 48% $556.80 $511.97Empoyee & Spouse $1,122.37 46% $610.40 $511.97

Family $1,578.04 32% $1,066.06 $511.97

Option 2-Hired prior to July 1, 2012

  Total Cost% Cost for Employer Cost for Employee Employer Cost

Employee Only $511.97 70% $153.59 $358.38Employee & One Minor $749.35 70% $224.81 $524.55Employee & Children $1,068.77 70% $320.63 $748.14Empoyee & Spouse $1,122.37 70% $336.71 $785.66

Family $1,578.04 70% $473.41 $1,104.63

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• Assumes an additional $1,166,992 in the City appropriation.

• Assumes an additional $198,000 in local recovered costs from E-Rate reimbursement.

• The budget development process compares expenditures and revenues to the approved 2014-2015 budget, which does not include supplemental appropriations.

Budget Notes

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• Health insurance increase 690,689• Health insurance plan adjustment 77,000• Salary/benefit adjustments 240,000• 2% salary increase 747,735• Additional 1% salary increase for TA’s 19,785• Increased VRS and FICA 154,407• New positions (12) 693,369• Personnel reductions/savings (5 positions) (165,261)• Less employer contribution to VRS (22,004)• Non-personnel requests 1,090,812

TOTAL BUDGET INCREASE 3,526,532

Budget Increases – Tier 7

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FunctionApproved

FY15Proposed

FY16Dollar

ChangePercent Change

% of Total

Instruction 48,749,936 51,349,276 2,599,340 5.33% 77.07%

Admin, Attend, Health

3,665,431 3,842,286 176,855 4.82% 5.77%

Pupil Trans. 3,253,249 3,404,998 151,749 4.66% 5.11%

Operation & Maint 4,811,418 5,059,494 248,076 5.16% 7.59%

Technology 2,617,754 2,968,266 350,512 13.39% 4.46%

63,097,788 66,624,320 3,526,532 5.59% 100.00%

Expenditures by Function – Tier 7

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Expenditures by Function – Tier 7

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77.07%

5.77%

5.11%

7.59%

4.46%

Function Codes

InstructionAdmin, Health, & AttendanceTransportationOperations & MaintenanceTechnology

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FY 2015 Appropriated 63,097,788

FY 2016 Original Request (Tier 1) 69,554,373

Increase 6,456,585

Percent Increase 10.23%

FY 2015 Appropriated 63,097,788

FY 2016 Requested (Tier 7) 66,624,320

Increase $3,526,532

Percent Increase 5.59%

Expenditure Process

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Expenditure Increases – Tier 7

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28.54%

25.60%14.96%

9.91%

7.08%

13.95%

Expenditure Increases

Health InsuranceSalary IncreasesNew PositionsTechnologySVRPOther

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SourceApproved

FY15Proposed

FY16Dollar

ChangePercent Change

Percent of Total

State 29,779,011 31,940,551 2,161,540 7.26% 47.94%

Federal 2,795,242 2,795,242 0 0.00% 4.20%

Recovered Costs 1,686,675 1,884,675 198,000 11.74% 2.83%

City Approp. 28,836,860 30,003,852 1,166,992 4.05% 45.03%

63,097,788 66,624,320 3,526,532 5.59% 100.00%

Revenues by Source – Tier 7

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Revenues by Source – Tier 7

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47.94%

4.20%2.83%

45.03%

Revenue by Source

State

Federal

Local/Recovered

City Appropria-tion

Budgeted K-12 Local Per Pupil Expenditure

2009-2010

2010-2011

2011-2012

2012-2013

2013-2014

2014-2015

2015-2016

5,200

5,300

5,400

5,500

5,600

5,700

5,800

5,900 5,887

5,768 5,710

5,572

5,477

5,660

5,556

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Budgeted City Appropriation (percentage of total budget)

2010-2011

2011-2012

2012-2013

2013-2014

2014-2015

2015-2016

43.50%

44.00%

44.50%

45.00%

45.50%

46.00%

46.50%

47.00%

47.50%

48.00%47.86%

46.20%

45.13%

45.77% 45.72%

45.03%

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Budgeted City Appropriation(dollars)

2010-2011

2011-2012

2012-2013

2013-2014

2014-2015

2015-2016

0

5,000,000

10,000,000

15,000,000

20,000,000

25,000,000

30,000,000

35,000,000

24,901,397 25,220,04326,305,339 27,301,636

28,836,86030,003,852

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State Per Pupil K-12 Funding Still Well Below FY09 Peak(All State Appropriated Funds)

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 $4,000

$4,200

$4,400

$4,600

$4,800

$5,000

$5,200

$5,400

$4,868 $4,966

$5,274

$5,000

$4,513 $4,546

$4,809 $4,863

$5,026 $5,036

Includes GF, lottery profits, miscellaneous NGF, and state appropriated federal stimulus fundsSource: http://www.doe.virginia.gov/school_finance/budget/calc_tools/index.shtml

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Inflation-Adjusted State Per Pupil K-12 Funding Indicates Even Larger Declines in State Aid(2007 $ -- All State Appropriated Funds)

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 $4,000

$4,200

$4,400

$4,600

$4,800

$5,000

$5,200

$4,868 $4,807

$5,039

$4,720

$4,175 $4,083

$4,242 $4,250 $4,342

$4,240

Includes GF, lottery profits, miscellaneous NGF, and state appropriated federal stimulus funds adjusted by the CPI.

Federal Revenues History(Percentage of Total Appropriated Budget)

2009-2010

2010-2011

2011-2012

2012-2013

2013-2014

2014-2015

2015-2016

0.00%

1.00%

2.00%

3.00%

4.00%

5.00%

6.00%

7.00%

8.00%

9.00% 8.21% 8.07%8.54%

6.86%

4.70% 4.46% 4.20%

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FY 2016 Proposed School Nutrition Budget

Presented by

Scott R. Kizner, Ph.D.

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Assumes a 10 cents per meal lunch price increase.

Data reflects increase in revenues from federal sources due to increased number of students receiving free or reduced meals.

Assumes a 2% pay increase for all employees as well as an additional 1% increase for nutrition assistants.

Budget Notes

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FY 2015Approved

FY 2016Proposed

State 75,000 78,000

Federal 2,617,000 2,777,300

Meal Receipts and Rebates 577,593 615,234

TOTAL 3,269,593 3,470,534

Revenues by Source

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FY 2015Approved

FY 2016Proposed

Food Service 3,254,593 3,449,034

Technology 15,000 21,500

TOTAL 3,269,593 3,470,534

Expenditures by Function

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FY 2014Approved

FY 2015Proposed

Personnel 895,298 996,915

Employee Svcs (benefits) 425,395 499,219

Purchased Services 60,000 75,000

Other Charges 8,900 10,900

Food and Supplies 1,815,000 1,820,500

Capital Outlay 65,000 68,000

TOTAL 3,269,593 3,470,534

Expenditures by Object