HamiltonWenham RSD FY 10 Budget Goals, Assumptions

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Hamilton-Wenham RSDFY 10 Budget Goals,
Assumptions Timeline
School Committee Meeting December 11, 2008 700
PM Buker School
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School Committee Priorities

• The Districts mission, values and goals
• The need for highly qualified staff teaching
  within the established class size policy
• The ongoing refinement of curriculum,
  instruction, and assessment practices and
• The need to develop and maintain educational
  resources, a technology
• Infrastructure, and school facilities that
  supports students learning and meets District
  goals.

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School Committee Assumptions

• The budget is developed with certain assumptions
  and priorities by the School Committee.
• For example, the budget reflects the assumption
  that the school district will meet all federal,
  state and local mandated programs and
  requirements.
• Thus, the budget should include sufficient
  resources and funding to meet contractual
  obligations, mandated programs, and high school
  accreditation standards.

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A. Programs Under Federal, State and Local
Mandates and Accreditation Agencies

• Federal - Special Education IDEA MA General
  Law 71B 603 CMR 28.00
• Federal No Child Left Behind (NCLB) Act.
  (Federal Elementary and Secondary Education Act)
• Federal English Language Learners (ELL)
• Federal Section 504 and Americans with
  Disabilities Act (ADA)
• State MA Education Reform Act of 1993
• Regional New England Association of Secondary
  Schools and Colleges (NEASC)

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1. Special Education Federal - IDEA MA
General Law 71B 603 CMR 28.00

• Meet the federal requirement to provide a free
  and appropriate public education (FAPE) to
  students with disabilities in the least
  restrictive environment. This often means
  creating programs to retain students
  in-district, whenever possible
• Priority is given, whenever possible, to
  providing in-district SPED programs to students
• Where Out-of-District programming is required,
• Provide for SPED Out-of-District Tuition costs
• Provide for SPED Transportation
• Implement and maintain systems for complying
  with monitoring, procedural review, and
  paperwork requirements.

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2. Federal No Child Left Behind (NCLB) Act.
(Federal Elementary and Secondary Education Act)

• Meet federal requirements to have all students
  become proficient on state testing standards by
  2014, by making Adequate Yearly Progress (AYP)
  toward yearly performance goals
• Implement and maintain systems for student data
  collection, and reporting (to provide evidence of
  AYP)
• Hire and retain Highly Qualified teachers
  through professional development and licensing
• Implement and maintain systems for tracking and
  monitoring teacher credentials (to provide
  evidence of Highly Qualified staff) and
• Continue to work towards closing the achievement
  gap for minority and special education students.

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3. Federal English Language Learners (ELL)

• Meet the federal (Title VI, Civil Rights Act, and
  state (MGL C71-A) bilingual students that
  require districts to provide limited English
  Proficient (LEP) students with support services
  until they are proficient enough to participate
  meaningfully in the regular education program
• Provide schoolhouse support and tutoring for all
  LEP students
• Implement, coordinate, and maintain systems for
  student identification, assessment, support, and
  student data reporting and
• Provide training in sheltered English immersion
  practices to teachers with LEP students in their
  classrooms.

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Federal Section 504 and Americans with
Disabilities Act (ADA)

• Meet the federal requirement to provide
  accommodations so that all people (students,
  faculty, and community) can participate in
  activities in our schools, regardless of
  disability.
• These accommodations can include
• building modifications
• specialized equipment
• instructional or testing changes
• or care from a nurse or other staff member.

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5. State MA Education Reform Act of 1993

• Provide MCAS support and continue to close the
  achievement gap for minority and special
  education students,
• Comply with Educational Proficiency Plans (EPP)
  development for high school students, and
• Comply with state financial, pupil, and student
  reporting requirements.

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6. New England Association of Secondary Schools
and Colleges (NEASC)

• Meet recommendations to meet NEASC standards
• To read NEASC Reportsplease go to district
  website www.hwschools.net. Click the link to HW
  Regional High School, then click on link
  entitled New England Association of Secondary
  Schools and Colleges (NEASC)

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School Committee FY 10 Budget Goals 1/2

• Continue the current level of services with the
  understanding that the School Committee will
  consider equal cost substitutions in the
  recommended budget with all assumptions clearly
  defined.
• Ensure all professional staffing guidelines are
  met to meet HW class size policy.
• Ensure all legal mandates and accreditation
  agencies requirements are met.
• Recommend improvements from the Strategic Plan
  that will advance the quality of teaching and
  learning.

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School Committee FY 10 Budget Goals 2/2

• Continue to identify cost-effective alternatives
  which will provide services in more
  cost-effective ways (i.e., build more in-house
  capacity to avoid some other special education
  out-of-district costs, reduce energy consumption,
  find less expensive way to purchase some
  materials).
• Maintain capital assets in order to support the
  instructional program, protect the physical
  assets of the RSD and Towns of Hamilton and
  Wenham, and to ensure the health and safety of
  our students and staff.

School Committee FY 10 Budget Goals 1/2
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Guidelines for FY 10 Budget Development

• There are two levels of funding requests within
  the School Committees budget
• Base Budget requests, and
• Strategic Plan Program Improvement Budget
  requests.

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Base Budget

• The Base Budget assumes the same level of service
  to the schools from the FY 09 budget to the FY 10
  budget, including the current school programs,
  staffing levels, class sizes, and services.
• The base budget includes
• a. The total FY 09 budget appropriation
• b. Statutory or regulatory mandates and
  accreditation requirements
• c. Personnel step, senior status, and collective
  bargaining increases (including cost of living
  (COLA)
• d. Increases under other existing contracts
• e. Significant inflationary or enrollment
  increases (inflationary increase in the cost of
  students supplies, additional teachers to
  maintain class size policy, etc.).

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Strategic Plan Improvement Budget

• The Strategic Plan Improvement Budget is the
  budget mechanism the School Committee will use to
  invest in improved service and programs
  improvements to the students of the HWRSD.
• The Strategic Plan Improvement Budget is NOT a
  wish list rather it reflects the need to grow and
  improve the schools in a way consistent with the
  mission, values, and goals of the HWRSD and the
  high expectations of the HW community.

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Expenditures Staff Programs 1/2

• Staff and Programs Budget for level services
  with the understanding that we will consider
  equal-cost substitutions in the recommended
  budget with all assumptions clearly defined.
• Classroom Teacher - For FY 10, budget a new
  full-time teacher at 60,897 M/8, plus
  associated operating costs of 1,200 for a
  computer and 200 classroom consumable supplies.
  NB. Only budget the computer cost for a teacher
  hired at 0.5 FTE or above.
• Teaching Assistant For FY 10, budget a new
  full-time teaching assistant at 20.67/hour
  C/6.
• High School Principal For FY 10, budget the
  salary for the high school principal at the
  current salary plus 3.

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Expenditures Staff Programs 2/3

• Textbooks
• Replacements
• New adoption Elementary math
• Instructional General Supplies
• - Budget supplies based on estimated enrollment
  with a 3.5 increase over FY 09
• Special Instructional Requests
• Budget 4,000 for new classrooms that need to be
  furnished and equipped (supplies, textbooks,
  equipment) due to an enrollment increase. This
  account is not to be used for instructional
  supplies, textbooks, or technology for existing
  classrooms or programs.

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Expenditures Staff Programs 3/3

• Technology
• Only items in the Technology Plan
• Professional Development
• Contractual items only

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User Fees

• HS Athletics
• Until the SC reviews its user fee policy, budget
  administrative expenses only.
• User fees will be differentiated by sport and
  funded _at_ 100 through user fees unless determined
  otherwise by the School Committee in January
  2009.
• K-12 Extra-curricular Activities
• User fees will be differentiated by activity and
  funded _at_ 100 through user fees unless determined
  otherwise by the School Committee in January
  2009.

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Contractual Obligations

• Regular Education Transportation
• - Budget 642,764 for Year 3 of 3 year contract.
• FY10 Salary Projections
• Settled collective bargaining contracts (teachers
  custodians) Collective bargaining COLA
  increases, plus (if applicable) steps, continuing
  education increment, senior status, and stipends.
• Unsettled collective bargaining contracts (office
  personnel nurses) Estimated collective
  bargaining COLA increases, plus (if applicable)
  steps, continuing education increment, senior
  status, and stipends.
• Individual contracts (10 month employees
  administrators) - COLA to be determined by School
  Committee in January 2009.

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Fixed Costs

• (Increases determined using historical data and
  current trends)
• Insurance/Taxes Budget insurance at a rate of
  11 using historical data and current trends for
  cost increases.
• Health Insurance Budget health insurance costs
  at a rate of 11 for active employees and
  retired employees. Replacements for known
  retirees will be added to the enrollment.
• Essex County Retirement Budget pension costs at
  a rate of 11 using data from the retirement
  board.

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Utilities

• Budget utilities using historical data and
  current trends for costs increases.
• Gas Budget gas at 5 increase over FY 09
• Oil Budget at a rate of 10 increase over FY
  09
• Electricity - Budget at a rate of 10 increase
  over FY 09
• Telephone/communications - Budget at a rate of
  3.5 increase over FY 09
• Water - Budget _at_ rate of 25 inc. for Hamilton
  3.5 inc. for Wenham over FY 09.

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Maintenance

• Annual Maintenance - Budget using historical
  data and current trends for costs increases. The
  Assistant Superintendent will provide building
  specific information.
• Custodial Supplies Materials - Budget using
  historical data and current trends for costs
  increases. The Assistant Superintendent will
  provide building specific information.
• Special Maintenance Projects must be documented
  and included in the initial budget for
  consideration to the Assistant Superintendent and
  Superintendent. The Superintendent and Assistant
  Superintendent will review the projects and make
  recommendations to the School Committee regarding
  what should be funded in the FY 10 operating
  budget.

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Capital Requests (in excess of 25,000)

• Principals will submit requests for capital needs
  with estimates and documented needs to the
  Assistant Superintendent.
• The Superintendent and Assistant Superintendent
  will review the projects and make recommendations
  to the School Committee regarding what should be
  include in a capital override request.

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Unfunded Mandates and HS Accreditation
Requirements
1/2

• Special Education (in-district and
  out-of-district)
• Section 504 American with Disabilities Act
  (ADA)
• English Language Learners
• Budget using the known students at the time of
  budget submittal and best estimate on tuition
  rate increases.

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Unfunded Mandates and HS Accreditation
Requirements
2/2

• MA Ed Reform Act
• Budget using known students needing MCAS support
  and remediation or Educational Proficiency Plans
  (EPP) (high school only) at the time of budget
  submittal.
• NEASC
• Budget personnel, programming, and capital needs
  cited in the April 2007, February 2008, and April
  2008 reports to adequately meet accreditation
  standards so the high school classification
  warning can be removed.

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FY 10 Revenue
1/2

• State Aid Chapter 70
• Budget at 3,155,562 (less 10 from FY 09)
• State Aid Regional Transportation
• Budget at 360,849 (less 10 from FY 09)
• State Aid School Choice
• Using NESDEC enrollment data, determine number of
  spaces available for grade 6, grade 9, grade 10,
  grade 11, and grade 12 school choice openings
  assuming a middle school capacity of 495 students
  and high school capacity of 720 students.
• State Aid SPED Circuit Breaker
• Budget at 132,000 (less 40 from FY 09)

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FY 10 Revenue
2/2

• Special Needs Tuition - Level fund _at_ 32,000.
  Expect the 1 student currently with us to
  continue.
• Medicaid Level fund _at_ at 40,000
• Interest Income Budget at 30,000 (less 25
  (10,000) from FY 09 based upon downturn of
  market).
• Parking Fees Budget at 25,000 - Budget parking
  fees at 200 unless otherwise determined by the
  School Committee in January 2009. This is a
  5,000 decrease from FY 09 based upon available
  spaces and student signups for spaces.
• Rental Income Level fund _at_ 4,000.

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Note

• Note Although historically, these accounts have
  been counted as revenue, they have been
  reclassified as revolving accounts and not
  revenue sources for FY 10 as per our auditors,
  Melanson Heath.
• Early Childhood Tuition Preschool Peer Partners
• The tuition will be 2,300 per student unless
  otherwise determined by the School Committee in
  January 2009.
• All Day Kindergarten Tuition
• All day kindergarten tuition will be 4,000 per
  student unless otherwise determined by the School
  Committee in January 2009.

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HWRSD FY 10 Budget Timeline
Develop
Discuss
Deliver
January 2009
Nov/Dec 2008
March 17
Ma/Apr2008

• Nov/Dec - Leadership Team Superintendent and
  Asst. Superintendent develop preliminary budget
• SC Budget Workshop January 15 - SPED Budget,
  Curriculum Technology Budgets, Capital
  Maintenance
• SC Budget Workshop January 22 - Principals
  Budgets, School Choice User Fees

Wk. of Feb. 23 Town Finance
Committees inform SC of contribution UNDER levy
limit SC Budget Workshop March 5 - Prelim. FY
10 Budget presented to SC and Jt. Boards SC
Budget Workshop March 12 - Discuss FY 10 Budget
options gauge community support, determine
override
March 24 SC holds public hearing on FY 10
budget March 31 - School Committee votes
budget April TBD Forums Town Meetings
May 2 Wenham May 4 - Hamilton
May 14 - Ballot Vote Hamilton Wenham - if
required