District Response to District Response to State Fiscal Crisis State Fiscal Crisis Board Meeting Board Meeting November 5, 2008 November 5, 2008 Prepared by: Dr. Cathy Washer Mr. Douglas Barge Y: Business Services/Board Agenda/2008/09/B11-05-08/District Response to State Fiscal Crisis
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District Response to State Fiscal Crisis Board Meeting November 5, 2008 Prepared by: Dr. Cathy Washer Mr. Douglas Barge Ms. Carrie Hargis Y: Business Services/Board.
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This report shows a breakdown of the various activities being proposed to prepare for the State’s mid-year review of their 2008/09 budget plan and expected problems facing the District next year
Staff has reflected upon the Board and community discussion at the October 28, Board of Education meeting
The report recommends: Expenditure restrictions for the current year to help build
involvement in the planning process A budget development process A delay in program implementation A study of the operations of the James Arieda Education
Support Center (JAESC)
Table of Table of ContentsContentsTable of Table of ContentsContents
A. IntroductionB. Processes Already in PlaceC. Ideas for Savings This YearD. SBAC WorkE. Issues with Tight TimelinesF. Future Development OptionsG. 2009/10 Planning ProcessH. Budget ModelingI. Additional Suggestions from the
BoardJ. RecommendationsK. Appendix
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DescriptDescriptionion
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IntroductionIntroductionIntroductionIntroduction
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On October 7, the Board received a report outlining the State’s 2008/09 Adopted Budget
To meet the 45 day declaration requirements, on October 21 the Board approved budget revisions reflecting the State’s Adopted Budget
Staff returned to the Board on October 28, with a report showing
The financial impact to the District due to the State’s budget plans
Adjustments that could be made this year Planning for next year Outline of other strategies
The Board tabled this item on their agenda
Per the Board’s request, this report is returning for consideration and action
Processes Processes Already in PlaceAlready in Place
Processes Processes Already in PlaceAlready in Place
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The State requires the District to report on its current financial condition and project out two additional years
Two Interim reports reflecting activity as of October 31 and January 31 are provided to the Board for approval
An Unaudited Actual financial report is prepared each year for Board approval
Board approves the District’s adopted budget each year
The District’s financial reports are reviewed by an independent audit firm each year
Budget adjustments are presented to the Board for approval at each regularly scheduled meeting, as needed
Dec./Mar.Dec./Mar.
Sept.-Sept.-Oct.Oct.
JuneJune
Dec.Dec.
TimelinesTimelines
Ideas for Savings Ideas for Savings This YearThis Year
Ideas for Savings Ideas for Savings This YearThis Year
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Limiting the use of overtime
Reduce the use of consultants and other contracted services
Conferences, not already approved, will be restricted and must be approved by the Superintendent
Shock absorbers (listed in the appendix) will be held in reserve to improve the ending fund balances for 2008/09
Vacant positions will not be filled (except for critical positions as determined by the Superintendent) Safety of students, legal requirements, maintaining
efficiencies, classroom instruction, and the impact on the District’s financial condition will be given particular consideration
Caution:Vacant positions should not dictate the future structure of the DistrictVacant positions should not dictate the future structure of the District
Ideas for Savings Ideas for Savings This Year This Year (cont.)(cont.)
Ideas for Savings Ideas for Savings This Year This Year (cont.)(cont.)
Teacher Vacancies – Will be filled with subs Secondary – Efforts will be made to reduce staffing to
reflect actual enrollments
Budgeting Guidelines Dealing with the combination of vacant positions and
overstaffing among sites Staffing will be adjusted downward, if possible, to reflect
fewer students at CBEDS (except for teachers) Staffing will not be adjusted upwards per changes in
students or square footage
Maximize Grant funding Move staff from unrestricted resource programs, when
possible, to fill vacancies in restricted programs (do not supplant)
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SBAC WorkSBAC WorkSBAC WorkSBAC Work
The Superintendent will request input and recommendations from the Superintendent’s Budget Advisory Committee (SBAC)
Possible future study of various sites to a K-8 program
Review the use of overtime/timecards Summer School educational program for 2009 Develop recommended areas that will not be
reviewed
The Committee (SBAC) will develop their own recommendations for the Superintendent’s consideration
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Issues with Tight Issues with Tight TimelinesTimelines
Issues with Tight Issues with Tight TimelinesTimelines
Forego New Facilities Operation Costs Delay Lockeford K-8
Study School attendance and boundaries
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Future Development Future Development of Optionsof Options
Future Development Future Development of Optionsof Options
Teacher Fully implement Committed/Growth staffing model
Hire only to the committed projections
Guidelines Review all staffing formulas Develop K-8 School Formulas Implement staffing formulas
Review Textbook Adoptions
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2009/10 Planning 2009/10 Planning ProcessProcess
Staff will develop recommendations for Superintendent’s and Budget Advisory Committee’s consideration
Superintendent’s Budget Advisory Committee will review staff strategies and recommendations
Budget will be built using:
Board approved budget guidelines
Board approved enrollment projections
Governor’s January budget plan
Governor’s mid-year adjustments
May revisions by the Governor
Board approved budget adjustments
And other estimates
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Budget Budget ModelingModelingBudget Budget
ModelingModeling
Slide 1 – Change in the enrollment projections over last year
Slide 2 – Enrollment related site formula driven positions
11/05/082. Board Meeting to Discuss Impact of State Fiscal Crisis
Quarterly4. Report to the Board on Construction Program
Sept. ‘095. Opening Enrollment Reported to the Board
Sept. ‘096. Impact on Enrollment and Estimated Ending Fund Balance
Sept. ‘097. Report to the Board on the State Adopted Budget, approval of Ending Fund Balance budget revisions, and approval of 2007/08 Unaudited Actuals Financial Report
10/28/081. Board Meeting - Strategies for Moving Forward
11/18/083. Request for Board approval of budget adjustments reflecting New Strategies and final adjustments to reflect the State Adopted Budget
Oct. ‘098. Declare State Adopted Budget revenues for 1st Interim Report
1. Every student2. High student achievement and accomplishment3. Parents as partners4. Diversity5. Contributions and commitments of teachers and all staff
as educators6. Trust, honesty, and respectful communication with each
other
Value Statement
We Value
Mission Statement
Lodi Unified School District will ensure the best education for
students to be successful in life.
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LUSD’s Vision & LUSD’s Vision & GoalsGoals
LUSD’s Vision & LUSD’s Vision & GoalsGoals
Goals1. Meet Program Improvement requirements as all groups of
students improve their performance, and make progress to eliminate the Achievement Gap
2. Improve the engagement of parents/guardians as partners in their children’s education
3. Support an environment where diversity is valued4. Maximize resources to improve the achievement of
students in a safe and positive learning environment
1. Each student realizes his/her maximum potential2. There is no achievement gap between groups of students3. We have a diverse staff that is highly qualified and enjoys
its work4. Schools are inviting and responsive to parents, engaging
them as partners in their children’s education5. We provide resources to support quality education and
safe, attractive learning environments in all of our schools6. We have a trusting, working relationship among the board
of Education, the school district, and the Community