San Marcos San Marcos Unified Unified

School DistrictSchool District

2008-09 and 2009-102008-09 and 2009-10 Fiscal Year Budget Fiscal Year Budget

ProjectionsProjections

San Marcos Unified School San Marcos Unified School DistrictDistrict

• General InformationGeneral Information• Unified in 1976Unified in 1976• 11 Elementary schools11 Elementary schools• 3 Middle schools3 Middle schools• 2 Comprehensive High schools2 Comprehensive High schools• 2 alternative High schools (plus Adult 2 alternative High schools (plus Adult Ed.)Ed.)

• 17,670 Students K-12 17,670 Students K-12 • State and Special Ed. Preschool programsState and Special Ed. Preschool programs• Over 1,800 employeesOver 1,800 employees• 49 square miles49 square miles• Serves areas in 4 different cities in North Serves areas in 4 different cities in North CountyCounty

District SubgroupsDistrict Subgroups• District Subgroups (100 or more students)• Hispanic/Latino 48%• White 39%• Asian 5%• Black/African American 3%• Filipino 3%• English Learners 26%• Economically Disadvantaged 33%• Students with Disabilities 12%

Comparison of State, County and

District CST Performance

K-12 IndicatorsK-12 IndicatorsIncrease academic achievement of each Increase academic achievement of each

significant subgroupsignificant subgroup

API 2005 2006 2007 2008 2007-2008

GrowthSTATE 709 720 728 742 +14

DISTRICT ALL STUDENTS

758 776 786 810 +24

WHITE 844 857 858 877 +19

HISPANIC 669 691 710 738 +28

AF. AMER. 736 763 780 806 +26

ASIAN 886 897 892 917 +25

FILIPINO 851 861 876 898 +22

ECON. DIS. 659 679 698 730 +32

ENG. LRN. 638 664 683 718 +35

DISABIL. 562 593 589 614 +25

Continuous Improvement Strategies•Test Score Analysis and Goal Setting•ELA and Math Essential Standards•Ongoing Monitoring-Common Interim Assessments, Individual Student Plans, Teacher Progress Meetings•Professional Development •Teacher Leadership Capacity•Structured Teacher Planning/Collaboration Days•Ongoing Grade Level/Subject Area Councils•Intervention Programs, Summer School, Tutoring•Parent Communication •Secondary STAR Incentive Programs and Restructured Test Administration

Current Reductions Current Reductions for the 2008-09 for the 2008-09

School YearSchool Year• Elimination of K-8 Home to School TransportationElimination of K-8 Home to School Transportation• Reduction of Secondary School Counselors (5)Reduction of Secondary School Counselors (5)• Reduction of Secondary Dean of Students (1)Reduction of Secondary Dean of Students (1)• Reduction of School Resource Officer (1)Reduction of School Resource Officer (1)• Reduction of Elementary Assistant Principals (.5)Reduction of Elementary Assistant Principals (.5)• Reduction of Intervention Specialists ( 1.5)Reduction of Intervention Specialists ( 1.5)• Elimination of District Office Management Elimination of District Office Management Positions (3)Positions (3)

• Raised Class Size: Middle & High SchoolRaised Class Size: Middle & High School• Reduction of work year (2 days) for CNS employeesReduction of work year (2 days) for CNS employees• Reduction in Instructional Aide positions (33)Reduction in Instructional Aide positions (33)

Current Reductions Current Reductions for the 2008-09 for the 2008-09 School Year School Year

• Reduction of Custodians (5)Reduction of Custodians (5)• Reduction of Psychologist (1)Reduction of Psychologist (1)• Reduction of Librarians (2)Reduction of Librarians (2)• Elimination of Middle School SportsElimination of Middle School Sports• Elimination of funding for Japanese Student Elimination of funding for Japanese Student Exchange ProgramExchange Program

• Outside funding for Welcome Back BreakfastOutside funding for Welcome Back Breakfast• Elimination of Employee Recognition DinnerElimination of Employee Recognition Dinner• Funding for Ed-Connect covered by PTO’sFunding for Ed-Connect covered by PTO’s• Discontinuation of Business Buzz articlesDiscontinuation of Business Buzz articles• Summer School run by District OfficeSummer School run by District Office

Budget IssuesBudget Issues• 2008-09 Mid-year revenue reductions2008-09 Mid-year revenue reductions

• Uncertainty as of January 20Uncertainty as of January 20thth

• Two ProposalsTwo Proposals• Governor’sGovernor’s• Legislature’s ( Democrats only)Legislature’s ( Democrats only)

• 2009-10 Governor’s Budget 2009-10 Governor’s Budget ProjectionProjection• Large target reductionsLarge target reductions• No real specifics No real specifics • State categorical programs – no State categorical programs – no restrictions restrictions

State Budget Revenue Collapse

• Three-year shortfall totals $31.4 billion

$75.0

$80.0

$85.0

$90.0

$95.0

$100.0

$105.0

2007-08 2008-09 2009-10

(In Billions)

Actuals Budget Revised Projections

2008-09 District 2008-09 District BudgetBudget

as ofas of Dec. 2008 Dec. 2008

• RevenuesRevenues $ 136,603,300$ 136,603,300• CarryoversCarryovers $ $ 4,671,0004,671,000• Total ResourcesTotal Resources $ 141,274,300$ 141,274,300

• ExpendituresExpenditures $ 141,493,100$ 141,493,100

• Deficit Deficit (unrestricted)(unrestricted) ($ ($ 218,800)218,800)

2008-09 Governor’s 2008-09 Governor’s ProposedProposed

CutsCuts• Reduce .68 % COLAReduce .68 % COLA ($ 655,700)($ 655,700)• Additional Rev. CutsAdditional Rev. Cuts ($ ($ 4,477,700)4,477,700)• Total cutsTotal cuts ($ ($ 5,133,400)5,133,400)

• Proposes some Flex In Categoricals ?Proposes some Flex In Categoricals ?• Retroactive to July 1Retroactive to July 1stst

• Includes Cash Deferral Includes Cash Deferral payments into 2009-10 payments into 2009-10

2008-09 Legislature’s 2008-09 Legislature’s Proposed CutsProposed Cuts

• Reduce Def. Maint. *Reduce Def. Maint. * ($ ($ 650,000)650,000)

• Reduce .68 % COLAReduce .68 % COLA ($ 655,700)($ 655,700)• Reduce Categoricals *Reduce Categoricals * ($ 3,283,500)($ 3,283,500)

• Total cutsTotal cuts ($ 4,599,200)($ 4,599,200)• Categorical funds expended thru JuneCategorical funds expended thru June ($ 1,400,000)($ 1,400,000) • ** Def. Maint. – is not in the General FundDef. Maint. – is not in the General Fund

2008-09 Probable 2008-09 Probable DeficitDeficit

• Current UnrestrictedCurrent Unrestricted ($ ($ 218,000)218,000)

• Reduce .68 % COLAReduce .68 % COLA ($ 655,700)($ 655,700)• Legislature’s ReductionsLegislature’s Reductions ($ 1,400,000)($ 1,400,000)• Lottery ReductionsLottery Reductions ($ ($ 146,200)146,200)• New projected DeficitNew projected Deficit ($ 2,419,900)($ 2,419,900)

• Best Case ScenarioBest Case Scenario

Revenue Limit Cuts as Revenue Limit Cuts as Proposed by GovernorProposed by Governor

• 2008-09 and 2009-10 2008-09 and 2009-10 CombinedCombined• 2008-09 COLA2008-09 COLA 5.66% 5.66%• Additional CutsAdditional Cuts 4.57% 4.57%• 2009-10 COLA2009-10 COLA 5.02% 5.02%• Additional CutsAdditional Cuts 2.52 % 2.52 %• Net Reduction *Net Reduction * 17.77%17.77%

• Approximately $28 million over Approximately $28 million over 2 years2 years

2009-10 Governor’s 2009-10 Governor’s Additional Proposed SMUSD Additional Proposed SMUSD

Budget CutsBudget Cuts• Carry Forward of 2008-09 reductionsCarry Forward of 2008-09 reductions• New Rev. limit CutsNew Rev. limit Cuts ($ 2,860,000)($ 2,860,000)• Additional Sales TaxesAdditional Sales Taxes ($ ($ 150,000)150,000)

• Expanded Sales TaxesExpanded Sales Taxes ($ 1,000,000)($ 1,000,000)• Increase in ReductionsIncrease in Reductions ($ 4,010,000)($ 4,010,000)

• Plus loss of Interest for deferred Plus loss of Interest for deferred paymentspayments

• Sales Tax is Worst CaseSales Tax is Worst Case

2009-10 Possible Funding 2009-10 Possible Funding ReductionsReductions

per Governor’s budget proposalper Governor’s budget proposal

• 2008-09 Carry forwards2008-09 Carry forwards ($ ($ 5,133,400)5,133,400)

• 2009-10 Proposed2009-10 Proposed ($ 4,010,000)($ 4,010,000)• Total reductionsTotal reductions ($ 9,143,400)($ 9,143,400)

• Hopefully the worst case scenario Hopefully the worst case scenario for the General Fundfor the General Fund

2009-10 District 2009-10 District DeficitDeficit

• Budget CutsBudget Cuts• Ongoing DeficitOngoing Deficit $ 2,419,900$ 2,419,900 Best Best

CaseCase• 2009-10 Reductions2009-10 Reductions $ 4,010,000$ 4,010,000 Worst Worst

CaseCase

• Personnel IncreasesPersonnel Increases• Step & ColumnStep & Column $ $ 2,500,0002,500,000• Health BenefitsHealth Benefits $ 750,000$ 750,000 • Special Ed GrowthSpecial Ed Growth $ $ 600,000600,000

• Other AdjustmentsOther Adjustments• Other Oper. Incr.Other Oper. Incr. $ $ 400,000400,000

• 300 Growth Enrollment300 Growth Enrollment $ 1,000,000$ 1,000,000 (net Income $$$) (net Income $$$)

• Total DeficitTotal Deficit $ 9,679,900$ 9,679,900

Budget Review Items• Negotiated Items

• Freeze Step and Column• Reduce Work Calendars (All Staff – District wide)

• Personnel• Teachers• D.O. Administration• Site Administration• Support Staff• Custodial• School Resource Officers• Intervention Specialists• Campus Supervisors• Library Media Tech’s

Budget Review Items

• Programs• Physical Education• Maintenance• Grounds• High School Athletics• Class Sizes at all levels

• Other items• Dept. Budgets• School Supplies• Utility reductions – conservation• Remove Grass – water and grounds

Next StepsNext Steps• Create program & certificated staff Create program & certificated staff reductions to present to Governing reductions to present to Governing Board in FebruaryBoard in February

• Formalize March 15Formalize March 15thth notices notices• March – Board meeting to approve March – Board meeting to approve Certificated staff noticesCertificated staff notices

• March – April – create program & March – April – create program & classified staff reductions to present classified staff reductions to present to Governing Board in Aprilto Governing Board in April

• April – Board meeting to approve April – Board meeting to approve classified staff layoffsclassified staff layoffs

• Update Budget information – Governor’s Update Budget information – Governor’s May ReviseMay Revise

Presentation Presentation DiscussionDiscussion