Budget Presentation for a Bargaining Unit

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Budget Presentation for a Bargaining Unit

• CBO Education Partnership Training Program
• Fresno Cohort Homework Assignment
• July 6, 2007

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• Sandra Flores
• Peggy Garispe
• Kristen Hamilton
• Terri Underwood
• Kim Greer

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Our Story Preface

• Give history, perspective and future trends
• District Goals
• The budget as a reflection of District Goals
• Paint ENTIRE picture, both positive and negative

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Our Story Detail

• Make all assumptions clear
• What salary/benefit increases have been given
  even before any pay increases are negotiated
• Express in dollars as compared to total new
  revenues anticipated from RL Cola, Growth, etc
• What percentage of total expenditures goes to
  classroom instruction/salaries? How does that
  compare with like/neighboring districts
• FTEs, Benefit Costs Trends, prior yr
  actuals, enrollment ADA projections trends

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Our Story Conclusion

• The resources and ongoing costs are what they
  are - Not opinion but FACT
• Reality Check What are the total new
  Unrestricted and Ongoing dollars anticipated for
  the upcoming year (RL Cola, Growth, etc)?
• What is left for a salary schedule increase after
  step, column, health, retiree benefits, and
  operational inflation increases

• Be honest, open, transparent
• MUST be credible
• Numbers MUST tie out

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Key Words Phrases

• Finite resources
• One Time Money
• Unrestricted
• Ongoing Funds
• Remaining solvent 3 years out
• Cost of 1
• Aligning expenditures with organizational needs,
  goals and priorities
• Revenue Limit COLA
• Necessary reserves
• Cost of health insurance and benefit increases
• Declining enrollment and its effect in dollars

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Political Aspects

• The bargaining team needs to answer to their
  members
• The State level CTA/CSEA has own agendas
• Effect of post-retirement benefits
• Keep in mind Board and Superintendent position on
  negotiations
• Bargaining team connections to community

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Bargaining Unit Concerns

• Rising costs of health insurance
• High cost of living in area
• What salaries their peers are earning in area
• Post employment benefits
• Class sizes
• Structure of salary schedule
• Number of duty days, work hours, etc.

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Sensitive Issues

• What other Districts are offering
• Health Insurance rates coverage
• CSR, staffing formulas
• How many administrators the district has, what
  they are paid and the comparison to teachers
  salaries.
• Additional duties being compensated

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What is the language that you would like to use
in a presentation

• Revenue Limit COLA
• One-time money
• Average Daily Attendance
• Step and Column

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How would you like to address questions and
follow up issues/concerns

• Address them with as much information as possible
  if the answer or information is unavailable at
  the time follow up as soon as possible so that
  there isnt an extended delay
• Be honest Open - Transparent

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What types of materials would you include

• Graphs
• Charts
• Summarized information
• Reports

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What types of materials would you NOT include

• Restricted revenue and expenditures unless asked
  for
• Any complicated reports that are not reader
  friendly
• SACS reports
• Technical jargon