FY 09 School-based Budget Development May 2008 Hosted by: Integrated Service Center Children First.

FY 09 School-based Budget Development

May 2008

Hosted by:Integrated Service Center

Children First

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Welcome to the…School-based Budget Development Webcast

A Collaborative Presentation….ISC – DBOR – DHR

Presenters:

• ISC> Rosemary Tafaro, Deputy Director for Business Services> Karen Moser, Lead Customer Service Manager> Ricardo Duran, Lead Customer Service Manager

• DBOR > Annie Finn, Assistant Budget Director – Galaxy

• DHR > Lawrence Becker, CEO, Division of Human Resources

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Today’s format will be interactive…

The webcast will include –

Key Information

Review

Polls

Q & A

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Agenda1. 2008-09 School Budget Allocation 30 min

•Fair Student Funding: Refresher & What’s New?•Contract for Excellence (C4E)•Allocation Release Timetable

2. Building Your Table of Organization (T/O) 10 min•School Organization/Instructional Program•Alignment of Resources

3. Galaxy - Budgeting Tool 25 min•Budget Rollover, FY 08 to FY 09•What’s New?•Galaxy Checklist

4. Human Resources - Staffing 15 min

5. Timeline 10 min

6. Resources

7. ISC Support

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Budgets Should Be Driven By Data And Instructional Goals

AlignResources

Complete Needs

Assessment

Develop Action Plan

Set EducationalGoals

A budget that works for your school and your students begins with an annual planning process using data to create clear goals and plans. With that groundwork in place, you will be able to most strategically align your resources to realize your goals.

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• Fair Student Funding (FSF)• Budget Reduction• Refresher & What’s New?

• Contract for Excellence (C4E)

• Allocation Release Timetable

2008-09 School Budget Allocation

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NYC DOE’s FY09 Budget Situation• We face an economic downturn. Our non-discretionary new costs

are greater than our new State and City funds.

• Even though times are tough, the overall impact on school budgets is modest ($99M).

• This is true largely because we’ve made it our first priority to minimize the impact of our budget shortfall on schools.

• We are honoring the principles and commitments of FSF.

• As of now, all schools will take at least a 1.4% reduction. Because of State restrictions, however, some schools will experience reductions in spending power of up to 6%. If we could distribute the new State funds equitably, all schools would experience a 1.4% reduction in spending power.

• We are appealing to Albany to reduce restrictions on $63M in Contract for Excellence (C4E) dollars to make this more equitable for our schools and our schoolchildren.

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What Schools See in GalaxyPreliminary budgets appeared in Galaxy on Thursday evening, May 22nd.

Please note:

• This budget has much of your 2008-09 resources. You might actually see more dollars, in absolute terms, than you see in your 2007-08 school year budget. But, with costs up, this might mean you have less spending power.

• Because not all funding streams are allocated at this point in time, you won’t see the total impact on the budget.

• The amount shown as the FY 09 Budget Adjustment is just one step in creating the school budget. It does not represent the net reductions.

• ISC staff contacted every school on Friday, May 23rd to advise each principal of the net percentage change to the total budget each school will see.

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What Schools See in Galaxy (continued)• The percentage reduction to the budget, that your ISC Officer

communicated on May 23rd, pertains to the net change to what your school’s FY 09 budget would have been without the reduction in the tax levy dollars and addition of Contract for Excellence (C4E) money and the Legacy Teacher Supplement. The net change is taken as a percentage of the total budget, excluding federal dollars like Title I.

• Based upon what we know currently, we do not believe any school will be at a lower level of dollars than what is seen in Galaxy. Depending upon the outcome of the appeal to the State concerning the $63M, some schools may see an increase in C4E dollars.

• The C4E funds are subject to a public engagement process and approval by the SED. This means that there could be changes in that budget line, so be cautious with the use of these funds.

• ISC Officers are available to answer any other questions.

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Fair Student Funding (FSF)

> Increase equity without sacrificing stability

> Encourage better use of resources to strengthen achievement by giving principals: More discretion over dollars Greater responsibility for costs of new teachers’

salaries Incentives to enroll high-need students and

enable them to succeed

> Maintain transparency

> Create a sound process for improving budgeting over time

Key

Goals

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• Grade weights: based on student grade levels: K-5, 6-8, 9-12

• Needs weights: based on student needs

• Enhanced weights: for students in “portfolio” high schools

• Foundation: a fixed, $225,000 sum for all schools

FSF Formula: Four Basic Components

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2008–09 WeightsGrade Weights K–5 6–8 9–12

1.00 / $3,946 1.08 / $4,262 1.03 / $4,064

Need Weights

Academic Intervention

Poverty 0.24 / $947 — —

Achievement—well below standardsAchievement—below standards

—0.50 / $1,9740.35 / $1,381

0.40 / $1,5780.25 / $986

ELL 0.40 / $1,578 0.50 / $1,974 0.50 / $1,974

Special Education

Less than 20% 0.56 / $2,210 0.56 / $2,210 0.56 / $2,210

20–60% 0.68 / $2,684 0.68 / $ 2,684 0.68 / $2,684

Greater than 60% (self-contained) 1.23 / $4,853 1.23 / $ 4,853 0.73 / $2,881

Greater than 60% (integrated) 2.28 / $8,997 2.28 / $8,997 2.52 / $9,944

Portfolio Weights

Specialized Audition schools — — 0.35 / $1,381

Specialized Selective schools — — 0.25 / $986

CTE schools — —0.05–0.25/

$197–$1,026

Transfer schools — — 0.40 / $1,578

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Enrollment2007-08 Audited Enrollment 2502008-09 Projected Enrollment 266

SAMPLE Weighted Student Component*

Grade Weights Weight

2008-09 Per Student Amount

# Students (Projected)

FY09 Formula

EntitlementK-5 1.00 $3,941 x 266 = $1,048,3066-8 1.08 $4,256 x 0 = $09-12 1.03 $4,060 x 0 = $0

Student Total $1,048,306Need Weights:

Academic InterventionPoverty 0.24 $946 x 217 = $205,220Achievement 4-5

Well Below 0.40 $1,576 x 0 = $0Below Standards 0.25 $985 x 0 = $0

6-8Well Below 0.50 $1,971 x 0 = $0Below Standards 0.35 $1,380 x 0 = $0

9-12Well Below 0.40 $1,576 x 0 = $0Below Standards 0.25 $985 x 0 = $0

ELLK-5 0.40 $1,576 x 52 = $81,9626-8 0.50 $1,971 x 0 = $09-12 0.50 $1,971 x 0 = $0

Special Ed Classes**Less than 20% 0.56 $2,207 x 10 = $22,067Between 20% and 60% 0.68 $2,680 x 4 = $10,720Greater than 60%: Contained

K-8 Filled Seats 1.23 $4,847 x 11 = $53,319K-8 Unfilled Seats 1.23 $4,847 x 1 = $4,8479-12 0.73 $2,877 x 0 = $0

Greater than 60%: IntegratedK-8 Filled Seats 2.28 $8,986 x 18 = $161,745K-8 Unfilled Seats 2.28 $8,986 x 12 = $107,8309-12 2.52 $9,932 x 0 = $0

PortfolioCareer and Technical Ed

Nursing 0.26 $1,006 x 0 = $0Health/Trade/Technical 0.17 $654 x 0 = $0Business 0.12 $469 x 0 = $0Home Economics/Arts 0.05 $201 x 0 = $0

Speicalized Academic 0.25 $985 x 0 = $0Specialized Audition 0.35 $1,380 x 0 = $0Transfer 0.40 $1,576 x 0 = $0

Need Formula Total = $647,711

Foundation Allocation $225,000

IOTAL SCHOOL ALLOCATION $1,000,000

FSF Formula Overview

+

Grade weights

+

=Foundation

Student Need

weights

Total FSF Formula

NOTE: Weight per capita amounts are purely illustrative

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Grade Weights

> Each student has a base level of funding depending on grade level.

> Schools with non-traditional grade configurations will receive base weight in more than one category.

For example, a K–8 school will receive K–5 weight for grades K–5 and 6–8 weight for grades 6–8.

A 6th grader carries the same weight at a 6–8, K–8, or 6–12 school.

K–5

6–8

9–12

1.00

1.08

1.03

FSF Grade Weights

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Academic Intervention Weight

Poverty

> Significant weight for students in schools beginning before 4th grade: 0.24.

> No weight for 6–8 or 9–12 graders—those students receive the Achievement weight.

> Eligibility is based on the same factors as Title I.

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Academic Intervention Weight

> Based on students’ academic standing when they enter a school; remains if they improve— not punishing a school’s success

> Weight split into two tiers: Category 1 for lowest achievers and Category 2 for students closer to proficiency

Far Below Standards weights: 0.50 (6-8) and 0.40 (9-12)

Below Standards weights: 0.35 (6-8) and 0.25 (9-12)

> Not available in schools beginning before 4th grade

Achievement

Far Below StandardsStudents scored 0/1, 1/1, 1/2 on State tests

Below StandardsStudents scored 1/3, 1/4, 2/2, 0/2 on State

tests

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Achievement Weight: Change in Eligibility

> Students who enter a school with no scores will now be allocated weights in proportion with the rest of the school.

> This is a change from last year’s formula when students with missing scores did not receive any weight.

> Example: A school has 10% of students who are “well below standards” and 20% “below standards.” The school has 10 students missing scores when they enter. The school will receive a well below standards weight for one of those students and a below standards weight for two of those students.

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English Language Learner Weight

> Eligibility is based on NYSESLAT exam

> Weight increases as students age, from 0.40 in K-5 to 0.50 in 6-12

> Dollars also flow to low-achieving ELLs with no ELA scores in Academic Intervention weight

English Language Learner

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Special Education Weights

> Per capita funding for special education classroom services will foster development of instructional models tailored to student needs, not funding patterns.

> Schools receive per-student funding based on the number of periods a day that a student requires special education services.

Less than 20%: 0.56

Between 20% and 60%: 0.68

Greater than 60% (self-contained): 1.23 (K–8), 0.73 (9–12)

Greater than 60% (integrated): 2.28 (K–8), 2.52 (9–12)

> Special education students also carry academic and ELL weights if they are eligible.

> Other IEP-mandated services, including Related Services, IEP teachers, IEP paraprofessionals, Assistive Technology, APE teachers and District 75 programs are funded separately.

Special Education

Less than 20% Between 20% and 60%

Greater than 60% self-contained

Greater than 60% integrated

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Special Education Categories

This table provides a summary of the types of services that map to eachcategory of special education funding.

FSF Category Previous Classification

Less than 20%• Special Education Teacher

Support Services (SETSS)

Between 20% and 60%• Multiple SETSS• Part-time Collaborative Team

Teaching (CTT)

Greater than 60% self-contained

• Self-contained students including 12:1, 12:1:1, and 15:1

Greater than 60% integrated • CTT

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High School Portfolio Weights

> Designated portfolio schools will receive a weight to support their specialized instructional models.

> Portfolio categories for FY 09 are:

Career and Technical Education (26 schools): 0.05–0.26

Specialized Audition (6 schools): 0.35

Selective Academic (12 schools): 0.25

Transfer (37 schools): 0.4

Portfolio

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Foundation

All schools, regardless of size or type, will receive a lump-sumFoundation of $225,000.

> These funds can be spent flexibly.

> This base level of funding ensures that the smallest school in New York City is able to operate under FSF.

> The foundation was increased this year to cover the collective bargaining increases from the UFT and CSA contracts.

Foundation

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Teacher Salaries• In FY 09, all teachers are charged in the budget at the

schoolwide average teacher salary based on the school’s March 2008 payroll.

• When vacancies occur or new hires are made, schools can choose whether to invest in more or less senior teachers, with impact on the schoolwide average salary showing in the following year’s budget.

• Schools must plan for the costs of their teachers each year.

• A One-Year Lag for Decisions to Take Effect: “Buy Now, Save or Pay Later”.

• Teachers on school payrolls prior to the start of FSF, April 2007, will receive the Legacy Teacher Supplement to cover increases in salary due to longevity, steps and differentials – in proportion to the number of remaining base teachers.

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FSF – Review

Test Your Knowledge

Responses to Your Questions

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Fair Student Funding

• Small Changes to the Formula

• Teacher Legacy Supplement

• Transition to FSF, FY 08 to FY 09

• Special Education

What’s New?

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Small Changes to the Formula…

> Collective bargaining increase:

The weights will not change, but the amounts associated with them will change to reflect salary increases resulting from recent UFT and CSA contract settlements.

> Missing scores now counted:

Students who enter a school with no scores will now be allocated the achievement weight in proportion with the rest of the school.

> Special Education – “Unfilled” seats expected to be filled:

Non-new elementary and middle schools are initially allocated money to fund full special education CTT and self-contained classes. If schools do not fill the class, there will be a midyear SPED adjustment as of December 31st .

to improve its fairness and reflect increasing costs

THERE ARE NO CHANGES TO THE WEIGHTS

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Collective Bargaining (CB) Increases Recent contract settlements (collective bargaining) increased CSA and UFT salaries. The FSF weights will not change, but the per capita amounts associated with them will increase to cover collective bargaining raises.

CSA:> Allocation methodology:

All schools receive an increase to the FSF foundation of $25,000. The remainder will be distributed through the weights, increasing the per-capita

amounts associated with all weights.

> Notes: In 2007, as a result of the timing of the CSA contract settlement, the DOE distributed

FY07–08 funds on a positional basis. In 2007-08, a fixed amount was given to cover the principals’ increase and a variable

portion to cover APs, with the remainder self-funded. Schools were told that the allocation would be made via FSF in FY09.

UFT:> Allocation methodology: All money is distributed through the weights,

increasing the per capita amounts associated with all weights.

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Teacher Legacy Supplement

Schools will receive a Teacher Legacy Supplement allocation.---------------------------------------------------------------------------A “Legacy Teacher” is defined as a teacher on payroll before April 2007 (pre-FSF).

> A list of teachers, who are considered in the Legacy category, will be provided via the Principal’s Portal.

> These additional funds are provided to offset Legacy increases (longevity, step and differentials) in a discrete allocation category.

> The formula applied will be shown as part of the budget documents for your school on the web.

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Transition RulesIn 2007-08, to balance stability and equity, we:

> Gave schools hold harmless (HH) allocations if their historical funding levels were higher than the FSF formula allocated to them (over-formula). We committed to allocate HH for at least two years, through 2008–09.

> Directed new resources (incremental funds) toward schools that had historically been under-funded (under-formula) – 55% of the gap.

In 2008-09, we remain committed to both stability and equity, but are faced with amore difficult fiscal environment. We will:

> Give over-formula schools their FY 08 HH allocations and their FSF formula amount according to their FY09 registers.

> Give under-formula schools their FY 08 Incremental allocations and adjust for changes in register or student needs in the following ways:

Net increase in register or student needs: fully fund the increases.

Net decrease in register or student needs: reduce by the factor that a school is under-formula.

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Transitioning from FY08 to FY09 FSF BudgetsA school’s FSF allocation does not stay the same from year to year.

• Schools may see reductions in funding due to:

> Student enrollment or needs decreases affecting their FSF formula level

• Schools may see increases in funding due to:

> Student enrollment or needs increases affecting their FSF formula level

> Legacy teacher supplement given to help cover increasing costs of teachers hired prior to FSF

> Additional money added to FSF “pot” to cover increased salary costs from recent collective bargaining

• Schools may see changes in purchasing power due to:

> Teacher attrition

> Last year’s hiring decisions taking effect this year

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A Linked Web Tool Will Give Formula Back-up for All Adjustments

2008-09 FSF Formula Calculation TRANSITION TO 2008-09 FUNDING

Enrollment2007-08 Audited Enrollment 250

2008-09 Projected Enrollment 266 FY08 FSF Allocation = $1,607,532

Grade Weights Weight

2008-09 Per Student Amount

# Students (Projected)

FY09 Formula Entitlement

2007-08 Per Student

Amount

FY09 Projected

Enrollment

K-5 1.00 $3,946 x 266 = $1,048,306 $3,788 266 - 250 = 16 $60,6086-8 1.08 $4,262 x 0 = $0 $4,091 0 - 0 = 0 $09-12 1.03 $4,064 x 0 = $0 $3,902 0 - 0 = 0 $0

Student Total = $1,048,306 Student Total = $60,608Need Weights:

Academic InterventionPoverty 0.24 $947 x 217 = $205,499 $909 217 - 204 = 13 $11,817Achievement 4-5

Well Below 0.40 $1,578 x 0 = $0 $1,515 0 - 0 = 0 $0Below Standards 0.25 $986 x 0 = $0 $947 0 - 0 = 0 $0

6-8Well Below 0.50 $1,974 x 0 = $0 $1,894 0 - 0 = 0 $0Below Standards 0.35 $1,381 x 0 = $0 $1,326 0 - 0 = 0 $0

9-12Well Below 0.40 $1,578 x 0 = $0 $1,515 0 - 0 = 0 $0Below Standards 0.25 $986 x 0 = $0 $947 0 - 0 = 0 $0

ELLK-5 0.40 $1,578 x 52 = $82,056 $1,515 52 - 42 = 10 $15,1506-8 0.50 $1,974 x 0 = $0 $1,894 0 - 0 = 0 $09-12 0.50 $1,974 x 0 = $0 $1,894 0 - 0 = 0 $0

Special Ed Classes**Less than 20% 0.56 $2,210 x 10 = $22,100 $2,121 10 - 5 = 5 $10,605Between 20% and 60% 0.68 $2,684 x 4 = $10,736 $2,576 4 - 2 = 2 $5,152Greater than 60%: Contained

K-8 Filled Seats 1.23 $4,853 x 11 = $53,383 $4,659 11 -K-8 Unfilled Seats 1.23 $4,853 x 1 = $4,853 $4,659 1 - = 1 $4,6599-12 0.73 $2,881 x 0 = $0 $2,765 0 - 0 = 0 $0

Greater than 60%: IntegratedK-8 Filled Seats 2.28 $8,997 x 18 = $161,946 $8,637 18 -K-8 Unfilled Seats 2.28 $8,997 x 12 = $107,964 $8,637 12 - = 12 $103,6449-12 2.52 $9,944 x 0 = $0 $9,546 0 - 0 = 0 $00

Need weights Total = $648,537 Need Weights Total = $151,0270 Portfolio Total

Portfolio

Career and Technical EdNursing 0.26 $1,026 x 0 = $0 $957 x 0 - 0 = 0 $0Health/Trade/Technical 0.17 $671 x 0 = $0 $629 x 0 - 0 = 0 $0Business 0.12 $473 x 0 = $0 $451 x 0 - 0 = 0 $0Home Economics/Arts 0.05 $197 x 0 = $0 $193 x 0 - 0 = 0 $0

Speicalized Academic 0.25 $986 x 0 = $0 $947 x 0 - 0 = 0 $0Specialized Audition 0.35 $1,381 x 0 = $0 $1,326 x 0 - 0 = 0 $0Transfer 0.40 $1,578 x 0 = $0 $1,515 x 0 - 0 = 0 $0

Portfolio Total = $0 Portfolio Total $0

Total FSF Register Change Amount = $211,635

Percentage (%) Applied FSF Register Chance Amount x 100.00%

Final FSF Register Change Amount = $211,635

FSF Adjustment Subtotal = $1,819,167

ADJUSTMENT FOR COLLECTIVE BARGAINING:

FSF FORMULA ENTITLEMENT = 1,696,843$ 430.35 x

CB PERCAPITA $158.00 = $67,995

+ 2008-09 FOUNDATION AMOUNT + 225,000$ Foundation Increase = $25,000

TOTAL FY09 ENTITLEMENT = 1,921,843$ TOTAL FY09 FSF ALLOCATION = $1,912,162

FY09 Weighted Register

Register Change Amount Based on FY08 Per Capitas

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FY08 Actual Base

Enrollment

Change in Students

from 2008-09

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Special Education: Filled and Unfilled Seats

In Greater than 60% categories, elementary & middle schools, funding is given as “filled” and “unfilled” seats:> Purpose:

Fund schools upfront for CTT or self-contained classes through the SPED weights, although the SPED class register may not yet have reached the maximum number. (Additional dollars come when unfilled seats are filled through the grade weight.)

Allow schools to hire teachers when doing the rest of their budget planning

> Schools may receive an upward or downward modification to their special education weight allocations on June 15, 2008.

Student Enrollment (OSEPO) will work with schools before June 15th to determine whether class configurations initially funded are most appropriate given the needs of students at school and overall needs of district.

Schools expected to open classes projected at the June 15, 2008 adjustment to assure funding.

> Funding will be removed at mid-year for unfilled seats. Unfilled seats should fill as SPED placements happen during year. CTT classes are held to same contractual class size for general education classes, with no more than 40% of

class or a maximum of 12 students with IEPs. Schools must organize CTT classes with requisite number of GE students to allow placement of SPED students

up to maximum allowable. At mid-year – December 31st – SPED funding for all but two unfilled seats in “greater than 60%”

categories will be removed if school has the option of taking students to fill classes and declines those students.

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SPED Weight Adjustment Detail

New elementary and middle schools and high schools:

> New elementary and middle schools, as well as high schools, are funded on a per-student basis for special education

> As of October 31, 2008

> Did not receive unfilled seats funding

> Net register change multiplied by associated per capita

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Special Education: 12:1:1 Funding

The funding for greater than 60% self-contained is for the average of a 12:1 class and a 12:1:1 class.

The additional para will not be funded discretely:

> Special education students are also eligible for poverty, ELL and academic intervention weights. Funds generated from these weights should be used in addition to the SPED weights to support the needs of SPED students.

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Special Education:Mid-Year Adjustment ProcessFor SPED weights only, adjustments will be made based on December 31st register data.

Increases:> ASA-Register Growth funding may be requested by schools as follows:

Grade Weight• For an increase in overall registers (general & special education)

Special Education Weights • SETSS, Multiple SETSS, and Part-Time CTT• Special Education allocations for only those schools receiving per capita

allocations (no unfilled seats funding)> Opening of additional self-contained & CTT classes is subject to approval by

Student Enrollment (OSEPO) Chief Financial Officer (CFO). Once funding has been approved, schools will receive funding at the maximum

class size: 10 CTT and 12 self-contained (includes unfilled seats).  Mid-year, adjustments will be made for filled and unfilled seats based on the

number of approved classes, using December 31st register data.

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Increases (Continued)> Special Education weights will be given for students not initially funded in

a school’s projections that are at a school as of December 31st. Additional grade weights will also be given after October 31st registers close if there is an increase in total enrollment between October and December stemming from an increase in special education registers.

Decreases:> SPED funding for all but two unfilled seats in “greater than 60%”

categories will be removed, if a school has the option of taking students in order to fill its classes and declines those students.

Special Education:Mid-Year Adjustment Process (12-31-08)

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Mid-Year Adjustment OverviewIt is cost prohibitive to provide for upward, but not downward, adjustments, and principals continue to indicate a strong preference for stability and lead time when planning resources with school budgets. Therefore:

> Only weights allocated using projected registers are adjusted at the mid-year: Grade weights, special education weights, and portfolio weights

> No adjustments are made to weights allocated based on audited data: ELL and academic achievement weights

> Adjustments based upon audited registers, will happen: For grade and portfolio weights based on October 31, 2008 For special education weights for existing elementary and middle schools, based on December

31, 2008 For special education weights for new schools and high schools, based on October 31, 2008 Transfer schools decide individually between October 31 or later adjustment.

BasisGrade

WeightsSPED ELL Poverty

Achiev-ement

Projected FY09 X X

Audited FY08 X X X

Mid-Year Adjustment X X

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Transfer Incentives: NCLB PSC and/or PRT

• Eligible schools that receive students through the 2008-09 NCLB PSC (Public School Choice) and/or PRT (Progress Report Transfer) transfer process will receive a one-time funding allocation for each transferring student.> Student eligibility: according to the student’s proficiency levels on NYS

math and ELA exams (for students enrolled as of 10-31-08). > School eligibility: All non-SINI/SURR schools with Progress Report

grades “A” and “B” and non-SINI/SURR “C” schools that also received Quality Review score of “proficient” or better will be eligible for funding allocation.

• Schools that received the FSF NCLB weight in the 2007-08 school year will receive the second-year weight for the same set of NCLB students who are enrolled as of 10-31-08. Moving forward, schools will receive funding according to the FY09 eligibility transfer incentive criteria and the incentive will not be a part of the FSF allocation.

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What’s New? -Review

Test Your Knowledge

Responses to Your Questions

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Contract for Excellence (C4E)

• Review of Program

Eligible Uses

Students Targeted

Supplemental Funds

• Year One, 2007-08

• Year Two, 2008-09

• 2008-09 Process

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Intent of C4E Funds – Eligible Uses

> To be spent across six program areas:

Class Size Reduction

Time on Task

Teacher & Principal Quality

Middle & High School Restructuring

Full-Day Pre-K

Model Programs for English Language Learners (new in 2008-09)

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Intent of C4E Funds – Students Targeted

To be focused on improving performance of students

with the greatest educational need:

English Language Learners

Students in Poverty

Students with Disabilities

Students with Low Academic Achievement

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Supplement, not Supplant

> Contract for Excellence funds are to be used for new or expanded programs only

> Not to be used to cover programs or personnel previously funded with tax levy dollars!

> Should be used towards meeting school’s overall educational goals as outlined in the CEP

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Year One C4E: 2007-08• Schools that received C4E funds in FY 08 will receive C4E in the

same fund sources in FY 09.• Training and Galaxy cross-walking documentation were provided

in conjunction with C4E and SURR monitoring visits, Spring 2008.• In May and June 08, cross-walking materials for all other schools

that received C4E funds in 2007-08 will be provided.

What will be provided for each school?

• List of allocation categories (A/C) that include 07-08 C4E funds• Crosswalk from A/Cs to 07-08 C4E program spending• 07-08 C4E program strategies as reported to the SED• Any other relevant C4E information (e.g., targeted class size

school)

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Year One C4ECross-walking Example

Allocation categories that include 07-08 C4E funds

In the school’s budget:

TL Fair Student Funding Incremental $100,000

TL Children First Funding HS $50,000

TL Fair Student Funding HS $75,000

TL Children First Inquiry Teams $10,000

Outside school’s budget (Central):

Fringe $84,600

Multiple Pathways $25,000

Total $344,600

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Crosswalk from Galaxy to C4E Program Spending

In the school’s budget:

Class Size Reduction

Time On Task

Teacher / Principal Quality

MS/HS Restructuring

Full-Day Pre-K & K

In Galaxy Fringe or Central

TL Fair Student Funding Incremental

$136,000 $100,000 $36,000

TL Children First Funding HS $68,000 $50,000 $18,000

TL Fair Student Funding HS $102,000 $75,000 $27,000

TL Children First Inquiry Teams $13,600 $10,000 $3,600

Outside school’s budget (Central):

Fringe on TL FSF, TL CF and TL FSF

$0 see above

Multiple Pathways $25,000 $0 $25,000

Total $170,000 $136,000 $13,600 $25,000 $- $235,000 $109,600

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07-08 C4E Program Strategies Reported to SED

Class Size Reduction Additional Classroom $136,000

Additional Teacher in Classroom $102,000

Time on Task Longer Day

Longer Year

Additional Instructional Blocks $68,000

Tutoring

Teacher & Principal Quality Retain & Recruit HQT

Mentors

Teacher Coaching

Principal Coaching

District-Wide Initiative: Inquiry Teams $13,600

MS & HS Restructuring Instructional Changes

Structural Changes

District-Wide Initiative: Multiple Pathways $25,000

Full Day Pre-K & K Full Day Pre-K & Kindergarten

Total $344,600

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Year Two C4E: 2008-09> 2008-09 C4E school allocations will be released in a

new, “Contract for Excellence FY09” allocation category

> Funds will be allocated according to SED indexing methodology

> C4E funds will be classified as reimbursable – Schools will be responsible for funding fringe benefits.

> Funds may only be used for new and expanded programs that meet the C4E eligibility requirements.

C4E dollars are preliminary. These funds are subject to a public engagement process and approval by the SED. This means there could be changes in that budget line.

49

2008 - 09 C4E Process

• C4E will be included in the CEP planning process

• Schools will be explicitly asked to include C4E funds in the Action Plan

• CEP Template will include C4E Appendix

• SLTs will be given professional development around C4E

• Intent is for C4E planning to be data-driven and tied into overall school goals

• DOE will issue guidance on aligning C4E spending with student and educational needs at the same time that the CEP Template is released

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Preliminary FY09 School Budgets Released

2008-09 CEP Template Finalized & Sent Out for Translation

CEP Template Released to Schools and SLTs

CEP Training for SLTs

CEP Planning Process

C4E Planning Process - to include SLT consultation, as well as collaboration with SSOs and ISCs

Preliminary C4E Plan Reviewed by DOE

125 19 26 2 9 16 23 7 14 19

June 27School Preliminary C4E Plans Due (electronic submission)

30

July 15C4E Plan Submitted to SED

JuneWeek of

MayWeek of

JulyWeek of

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FSF in the Context of School FundingFair Student Funding

> Foundation

> Grade Weights

> Student Needs Weights

> Portfolio Weights

> Hold Harmless & Incremental Funds

> Teacher Legacy Supplement

Children First Funds> Funds given on a per-school ($85K) and per-

student basis ($117) to pay for School Support Organization, plus additional flexible dollars to be spent at the school’s discretion.

Programmatic Allocations> Tax-levy programs that remain discretely funded,

such as Parent Coordinators and YABCs.

Categorical Funds> Restricted and made up of several different

streams: Federal and State funds such as Title I, Title III, etc.

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C4E – Review

Test Your Knowledge

Responses to Your Questions

53

Allocation Release Timetable

54

Allocations Scheduled To Be Released In May

Fair Student Funding

Children First Supplemental Allocation

Legacy Teacher Supplement

FY09 Budget Reduction

Surplus Roll (first half)

FY09 Contract for Excellence (C4E)

Citywide Special Education MIS VI, VII, VIII

Summer Instructional Program

Title I School Allocations

Parent Coordinator

OTPS for New Schools

NYS Textbook Law (NYSTL), Library, Computer Software and Hardware Allocation.

School Success Grant

Special Education IEP Teacher

IEP Paraprofessional

Adaptive Physical Education (APE)

Autism Spectrum Disorder (ASD)

Non-FSF Allocations (ASL Schools & 15K418)

YABC Program

Pre-Kindergarten Program

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Pending Allocations Expected To Be Released After Initial Allocations

Early Grade Class Size Reduction May

Robin Hood Libraries May

Specialized High School Admissions Testing May

Summer School 2009- Title III May

Lead Teacher Allocation June

Special Education Lead Teacher June

AIDP Attendance Teachers June

Attendance Improvement/ Dropout Prevention (AIDP) Allocation June

Limited English Proficient (LEP)- Title III June

School Based Assessment Staff Allocation July

TL SLIP July

FY'09 Member Items July

Section 504 Paraprofessional Allocation July

AIDP Shelter (STH): Site and School Based July

Title I Neglected and Delinquent July

New York State Textbook Allocation, Part II July

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Pending Allocations To Be Determined

◦ Reading First (Year 6) ◦ Targeted Middle School Intervention

◦ Success Via Apprenticeship (SVA) Program ◦ Junior Reserve Officers Training Corps (JROTC)

◦ New School Implementation Grants ◦ Safe Schools Initiative

◦ Children First Inquiry Teams◦ Dual Language/Global Technology Community of Learners Grants

◦ Data Specialist Allocation ◦ Law Enforcement Academy

◦ English Language Learner (ELL) Capacity Grants ◦ FSF NCLB Transfer Weight

◦ UFT Union Officers, District Representatives & Functional Chapter Leaders ◦ Special Education Planning Grant

◦ Design Your Own (DYO) Assessment ◦ School Bonuses

◦ Periodic Assessment Initiative ◦ Summer Instructional Program -12 Month Assist Principal (AP)

◦ Substance Abuse Prevention ◦ English Language Arts (ELA) Scoring OTPS Allocation

◦ Title III Immigrant Program ◦ Gifted and Talented Allocation

◦ Achieve Now Academy Allocation ◦ English Language Arts (ELA) Scoring Allocation- Per Session

◦ Vocational and Technical Education Act (VATEA) Allocation ◦ Mid Year Allocation Adjustment

◦ Psychologist-In-Training (PIT) Allocation ◦ Reading First Per Session Allocation

◦ Golden Apple Awards ◦ English Language Learner (ELL) Reserve

◦ Students With Interrupted Formal Education (SIFE) ◦ Dual Language Grants for Planning and Implementation

◦ Translation and Interpretation Services ◦ Math Scoring Allocation-Per Session

◦ After School Funding Allocation ◦ Reducing Violent and Disruptive Incidents

◦ OTPS Allocation for PSAL Program ◦ City Year New York

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• School Organization/Instructional Program • Alignment of Resources

Building Your Table of Organization

The instructional program drives budgeting.

5858

School Organization/Instructional Program

1. Core – Required to Serve All Students

Administrators, Teachers, Parent Coordinator, Secretaries, School Aides, Crucial OTPS, etc.

2. Mandated Services

Special Education Classes, Related Services, APE, ELL, Guidance, Librarians,

etc.

3. Supplemental

EGCSR, Extended Day, Additional AIS, PD etc.

4.

Enhancements

Program Pyramid

Analyze data to assess needs…

Determine your goals…

Develop your instructional program…Table of Organization

Engage your School Support Organization (SSO) in this process.

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Alignment of Resources

•Competitive grants•Legislative grants•Council Member items•Gifts to school

TARGETED $$$ (TL + reimbursable)Contract for ExcellencePK, EGCSR, Title I, Title III, AIDP

TL FSF

TL & IDEA-Mandated Services

TL FSF

TL FSF

Funding Ladder

Align Allocation Categories with items in Table of Organization …

Level by level…

1-2-3-4

ISC Officers and SSO Network Teams will assist principals in deploying available resources -- budget, staffing, training and scheduling – to deliver on their goals.

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1. Core – Required to Serve All Students

Administrators, Teachers, Parent Coordinator, Secretaries, School Aides, Crucial OTPS, etc.

2. Mandated Services

Special Education Classes, Related Services, APE, ELL, Guidance, Librarians,

etc.

3. Supplemental

EGCSR, Extended Day, Additional AIS, PD etc.

4.

Enhancements

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Budget Development Paradigm

•Competitive grants•Legislative grants•Council Member items•Gifts to school

TARGETED $$$ (TL + reimbursable)Contract for ExcellencePK, EGCSR, Title I, Title III, AIDP

TL FSF

TL & IDEA-Mandated Services

TL FSF

TL FSF

Funding LadderProgram Pyramid

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CRAFT (self-study tool)

Context: What are the overall strengths and weaknesses of my school (based on Quality Review, Progress Report and other data)? What goals do I have for the coming year?

Required: What do I need to serve my students at a basic level? What commitments has my school already made?

Account: How much money do I have left after meeting initial requirements?

Focus: What needs and priorities remain? What people, services and materials would I ideally purchase for my school?

Trade-offs: What are the different ways I can meet my needs and priorities given the resources I have left to spend?

REFER TO CRAFT on the web……

http://schools.nyc.gov/AboutUs/BudgetsFairStudentFunding/PrincipalSupports/default.htm

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Building your T/O Review

Test Your Knowledge

Responses to Your Questions

6363

Galaxy - Budgeting Tool

• Budget Rollover, FY 08 to FY 09

• What’s New?

• Galaxy Checklist (policies and requirements for scheduling funds)

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Staffing Rollover

ROLLED-OVER

These services need to be reviewed on the FY09 TO, and updated to ensure proper attributes and funding.

NOT ROLLED-OVER

These services must be rescheduled on the FY09 as necessary.

• All Annual Positions will be rolled over with a valid Allocation Category and in an approved

condition.

• F status positions

• People in Itinerant Tables of Organization will be rolled over in the Itinerant TO in their sub schools in their funding, as long as it is valid.

• Bulk jobs • Per Session• Per Diem

• FY09 Forecast Vacancies created for OMTS • OTPS

• Vacancies with intended are created for staff expected to return from sabbatical on 8/1/08

• Set Asides

• Vacancies with intended are created for staff with reserved jobs in EIS

• B Segments (Jobs with an end date before 6/30/08)

• FY08 Vacancies

64

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Attributes

During initial schedule development:

• Attributes indicating “REQD” [required] must be updated with the attribute that best describes the service.

• Additionally, be sure all other attributes are correct.

• Attributes are utilized in the School Based Expenditure Reports (SBER) and numerous ad hoc report requests received by DBOR, so it is important that this data be correct.

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Staff funded in the FY08 ACs below have been moved to the default AC for FY09

FY 08 Allocation Category Defaulted to FY 09 Allocation Category Status of Allocation

Title III Immigrant TL Fair Student Funding/HS To be allocated

TL Data Specialist TL Fair Student Funding/HS To be determined

TL Host School  MS TL Fair Student Funding/HS Transcription funds only will be allocated

TL HOST SCHOOL HS TL Fair Student Funding/HS Transcription funds only will be allocated

TL IEP PARA FOR NON PUBS TL Fair Student Funding/HS Upon Request

TL MEMBER ITEMS TL Fair Student Funding/HS To be allocated as per City Council

TL MS Task Force TL Fair Student Funding/HS To be allocated

TL One-Time Allocations TL Fair Student Funding/HS To be allocated

TL One-Time Allocations HS TL Fair Student Funding/HS To be allocated

TL PRE-K PROGRAM SUPPORT TL Fair Student Funding/HS To be determined

TL ROTC TL Fair Student Funding/HS To be determined

TL School Operational Support TL Fair Student Funding/HS Upon Request

TL SECTION 504 TL Fair Student Funding/HS Upon Request

TL Special Ed Non Public TL Fair Student Funding/HS Upon Request

TL SUMMER TL Fair Student Funding/HS To be allocated; accrual policy to be determined

TITLE I N AND D CW TL Instructional Programs CW To be allocated

AIDP STH SCHOOL BASED D79 TL Instructional Programs HS D79 To be allocated

TITLE I N AND D D79 TL Instructional Programs HS D79 To be allocated

TL CEO RIKERS FUNDS TL Instructional Programs HS D79 To be determined

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Allocation Category Conversions:Staff in FY08 were rolled into AC noted for FY09

Staff charged to FY08 Allocation Category

Were rolled into FY09 Allocation Category

TARGETED PREK PLUS PREK PLUS

TARGETED PREK TITLE I PREK TITLE I

TARGETED PREK STATE Universal Pre K

Title I Coach Transitional AllocationNOTE: This funding has been discontinued.

Depends on school allocation and Title I status as of 4/18/08: 1) Title I SWP or Title I Targeted Assistance; or 2) TL Fair Student Funding or TL Fair Student Funding HS

TL 1st Year Subsidy TL 2nd Year Subsidy

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ASA: Additional Spending Authority

Staff Funded with ASA in FY 08

• Staff funded with ASA, including those in the Removals section (Hold Harmless funding), will be moved back onto the T/O, in the default funding.

• “Prior Year HH” will appear in the program field where applicable.

• Only staff with the reason “Reassigned Pending Investigation” will be rolled over in the Removals section (ASA-Hold Harmless funding)

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FY 08

69

ASA in FY 09

• ASA-Register Growth: If the school expects a higher register than projected, the principal may request ASA - a loan, to be repaid at the time of the midyear adjustment.

• ASA – Anticipated Allocations and Competitive Grants: (for grants, based on grant award letters from the fund source) Pending receipt of the funds, the school may request ASA – a loan,

to be repaid at the time the funds are available in Galaxy.

• ASA – Hold Harmless/Removals – Pending actual removal of individuals from payroll, due to certain types of personnel actions, the

school may request ASA-HH funding by moving the person into the Removals section, coded appropriately. This should only be done after proper documentation has been submitted to HR-Connect

(leaves of absence) or ISC; e.g., pending transfer, leave of absence, retirement, termination.

ASA: Additional Spending Authority

FY 09

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Galaxy – Budgeting Tool

• T/O Report

What’s New?

71

TO Report

A new report is available on the myGalaxy Print menu, which enables a download of the Galaxy T/O into an Excel spreadsheet.

71

7272

Galaxy Budgeting Tool - Review

Test Your Knowledge

Responses to Your Questions

73

Galaxy Checklist

7474

Galaxy Checklist

A. School Organization/Payroll• Rollover T/O: Have you selected an appropriate A/C for all persons on the

rollover T/O who will remain in your school?

• Returning Staff: Leaves of Absence (LWOP) --- Have you created positions for staff returning from leaves of absence? Have you entered the SSNs of the persons returning in their designated vacancies?

• IEP-driven Services: Have you identified the position entitlements for IEP-driven services (IEP paras, guidance counselors, speech, etc.)? Have you entered, for each IEP para position, the OSIS number of the student assigned to the para?

• Removals: Have you placed personnel listed on the rollover T/O, who will not be in your school in the “Removals” section? You must indicate a reason and effective date.

7575

B. Requirements Applicable to Specific A/C• TL FSF --- OTPS/School Leadership Team: Are funds scheduled in Non-

Contractual Services to cover SLT stipends ($300/SLT member)?

• TL FSF/Special Education: Have you scheduled all positions and OTPS required for special education classes (self-contained, collaborative team teaching? SETSS?

• Title I Category: > 1% --- Parent Involvement: Have you scheduled the funds in

either non-contractual services and/or per session?> 10% --- Professional Development: Is the required amount

scheduled?> 5% --- Highly Qualified (HQ): Is the required amount scheduled?

Pre-formatted program descriptions are now required and have been added to the program field. Free-form entries are no longer permitted.

• TL FSF/ELL: Have you scheduled all positions and OTPS required for delivery of mandated ELL services to eligible students?

7676

C. Operational Requirements

• Per Diem Activities: Are sufficient funds scheduled to cover absence -- per diem teacher & prep period coverage (recommended: 8 days per classroom + cluster/quota teacher); per diem paraprofessional --- recommended: 8 days/para.

• Principal Per Session: Are sufficient funds scheduled for per session service anticipated specifically for the principal (distinct line & title code)?

• CAP = 400 hours

• Rolled Open Encumbrances: After reviewing open items, have you cancelled orders that will not be received by June 30th? For orders received, have you certified delivery on-line?

• School Support Organization (SSO): Have you set aside the appropriate amount to pay for your selected SSO – Use the Set-aside for SSO title.

• Hourly Staff Schedule Confirmation: Have you reviewed all hourly staff, including school aides, family workers, school health service aides and/or hourly clerical staff, to ensure the correct schedule (# hours/week) is reflected in the Personnel Details window?

7777

D. Completeness

• Attributes: Have you selected the appropriate attributes (organization category, assignment, program, etc.) for all of the personnel on the rollover T/O and entered information for all blank and ”REQD” attributes?

• All $$$ Scheduled: Have you checked the A/C Totals to ensure that all funds are scheduled and you do not have any negative balances?

• Comments: For reimbursable line items, have you entered information in the Comments field to support generation of the FS-10 and ensure that expenditures conform to legislation and established fund source guidelines?

7878

E. Review Process

• School Leadership Team (SLT): Have you reviewed, with your School Leadership Team, the alignment of budget with the CEP?

• The ISC will use the Galaxy Checklist as a tool to facilitate collaborative review of school budgets with principals.

• The ISC will generate copies of the final school budgets from Galaxy for review/sign-off by the Community and HS Superintendents, in accordance with State Law.

7979

Galaxy – ChecklistReview

Test Your Knowledge

Responses to Your Questions

8080

Human Resources – Staffing

• Leave Tracking System

• Filling Vacancies

• Excessing Staff

• Absence Teacher Reserve

8181

LEAVE TRACKING SYSTEM

• New Leaves of Absence/HR Connect

Filling Vacancies

• Returns from Leave• Transfers In: Open Market Transfer System (OMTS)• New Hires: New Candidate Finder Tool

82

Filling Vacancies: Returns from Leave

Tracks employees’ intentions upon expiration of their leave

Helps schools, in consultation with ISCs, to make budgeting and hiring decisions for the coming school year

Tracks employees’ intentions upon expiration of their leave

Helps schools, in consultation with ISCs, to make budgeting and hiring decisions for the coming school year

What is the Leaves Tracking System (LTS)?

83

LTS Support

If an employee is having trouble accessing the LTS, they can call HR Connect for assistance at (718) 935-4000

Payroll Secretaries should email [email protected] if they need a user account to access LTS.

Include:

a. First and last name

b. School location

c. File number

d. Request for access to LTS

If an employee is having trouble accessing the LTS, they can call HR Connect for assistance at (718) 935-4000

Payroll Secretaries should email [email protected] if they need a user account to access LTS.

Include:

a. First and last name

b. School location

c. File number

d. Request for access to LTS

84

Open Market Transfer System: Overview

• Open Market is a tool to help you identify current persons with UFT titles interested in transferring to your school.

• Includes those in excess and on leave.

• Candidates may apply to specific vacancies or to particular schools.

• Vacancies are created in Galaxy --- automatically feed to OMTS.

• Schools should enter additional information in OMTS, further describing positions to candidates.

• OMTS displays a candidate’s probation status, seniority, salary, rating info (past 3 yrs.), service history, license & cert info, etc.

• Opened April 10th; closes August 7th COB.

85

OMTS Process• OMTS helps you identify candidates you would like to

interview and hire.

• If you decide to extend an offer to candidate, you must finalize the transfer through Galaxy.

• Be sure you and the candidate sign the contract generated by Galaxy.

• Once you have the contract signed, enter the candidate’s name and SSN into your school’s Table of Organization.

• An e-mail will be generated to the current principal informing that the particular teacher has transferred from their school.

• Be sure to get feedback from the current principal on the candidate’s performance!

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NEW HIRES: There are many ways DHR’s Teacher Recruitment & Quality Office (TRQ) can support principals in identifying new teachers to fill vacancies at their school.

TRQ hiring support services include:

• Newly Restructured Networking and Career Fairs June 3rd- Bronx Fair (all subject, all grades) June 12th- Citywide (secondary subjects) June 19th- Citywide (elementary subjects) July and August fairs to be scheduled soon.

• Direct Referrals of New Teacher Candidates Through TRQ and HR Partners

• Professional Development Sessions and Resources Webcasts, customized assistance, and resources on Principals’ Portal

• The New Teacher Finder

For more information: Contact TRQ Hiring Support at (718) 935-4080.

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What Is the New Teacher Finder?

Easy to use on-line system developed to help principals easily identify pre-screened, prospective teachers* who have expressed serious interest in and commitment to working in a NYC public school.

Accessible by Principals, Human Resource Partners and School Support Organizations.

Functions of the New Teacher Finder- Use advanced search criteria to find candidates Sell your school Create “Requests for Applications” View interested candidates and potential matches

The New Teacher Finder link can be found at on the Principals’ Portal or at http://nyc.teacherssupportnetwork.com/Home.do

Initial username and password are LAN ID (eg, jsmith99). You will be asked to change your password the first time you log on.

* Speech Therapists, Guidance Counselors, School Social Workers, School Psychologists, School Secretaries, Attendance Teachers, and Lab Specialists can also be recruited through the New Teacher Finder.

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Excessing StaffWhen excessing staff, select the least senior within license and place inthe EXCESS SECTION properly coded as to reason.

EXCESS REASONS

• Grade loss or reconfiguration (must be confirmed centrally)

• Grant or Program ending or reduction (only if not foreseeable; must be confirmed by ISC)

• Register loss (must be at least 5 percent to be considered for central funding)

• Mandated position no longer required (must be confirmed by ISC)

Schools should not use any excess reason prefaced by the letters “ISC”. Those are forISC use only.

Excess staff will remain on and be funded from the school's budget until placed. Guidelines have been established to govern the granting of ASA-CFES (Centrally Funded Excess Staff) only under strict conditions related to the reasons listed above. Pursuant to these guidelines, a school may request thatan excess position (coded in one of the first four reasons above) be consideredfor ASA-CFES and a decision will be rendered.

Excess staff in the Excess Section for whom the first four reasons do notapply must be coded as “Self-Funded Excess”.

89

Absence Teacher Reserve (ATR) CFE-funded excess staff in the ATR locations (ATRs) were reviewed by ISC/HR staff and a determination was made for each person as follows:

• Remain in ATR location• Revert back to school (if still open)• Move to another location due to:

Person being hired Correction of data error

Those CFE- funded excessed staff reverted back onto the school’s FY09 T/O must be evaluated again against funding, seniority andprogram needs and, if appropriate, placed in Excess again.

89

90

Role of the ISC

Your ISC can help you:

• Create vacancies in Galaxy (ISC Officer).

• Navigate OMTS system & resolve any issues you may have (HR Partner).

• Identify & screen qualified candidates who have applied to your school (HR Partner).

• Understand the excessing rules (HR Partner).

• Answer any additional questions.

9191

HR - StaffingReview

Test Your Knowledge

Responses to Your Questions

9292

Timeline

April 10: Open Market Transfer System (OMTS) opens.

May 22nd DBOR releases FY 09 initial school budget allocations.

May: Schedule Budget/Staffing consultations through ISC Officer. The ISC team will participate – ISC Rep, HR Partner, Payroll Support.

Continuously: Transmit to ISC Payroll Support- forms for all planned removals (resignations, retirements, terminations, etc.) promptly after entry of removals in Galaxy.

May - June: Budget Entry/Finalization: ISC Teams continuously review & consult with the Principal to assist in finalizing the budget in Galaxy in according with scheduling guidelines. The ISC teams with work with the Senior Grants Officer (SGO) to verify that all reimbursably funded items are consistent with the associated services described in the CEP and the underlying guidelines of the reimbursable fund source.

May 12-19:CEP template is released to schools and SLTs.

9393

Timeline (Continued)

May 19 – June 9: CEP training for SLTs

May 19 – July 19: CEP planning process

May 19 – June 27: C4E Planning Process - to include SLT consultation, as well ascollaboration with SSOs and ISCs

June 27: School Preliminary C4E plans are due --- electronic submission

Late June: FY 09 School Budgets are finalized - All Allocation Categoriesare scheduled fully; and the Galaxy Checklist is complete. Be sure removals, excesses, and vacancies are up to date.

June 30th: Community and HS Superintendents review and sign off on school budgets.

August 7: Open Market Transfer System (OMTS) closes.

August 8: Open Excess Staff Selection System

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DOE Web ResourcesMaterials and tools to help you understand your budget and make the most of your available resources. http://schools.nyc.gov/AboutUs/BudgetsFairStudentFunding/PrincipalSupports/default.htm].

94

• The Resource Guide To School Budgets: This guide is a comprehensive overview of the DOE budget and schools’ budgets, with a focus on how FSF and C4E dollars are allocated and can be spent.

• CRAFT Budgeting Tool: This is a method of budgeting designed to help you align your school’s instructional goals and action plan with your budget development process. This tool first gives a framework for how best to prepare for your budgeting process and then gives a framework for how to budget within the constraints or funding categories and still make sure your budgeting choices further your goals and underscore your action plan.

95

DOE Web ResourcesSeveral views of your school’s budget on line.

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• The School Budget Overview [http://schools.nyc.gov/AboutUs/BudgetsFairStudentFunding/YourSchoolBudget/default.htm]. Detail on each school’s 2007-08 funding streams, FSF formula entitlement level for 2008- 09 and preliminary actual 2008-09 budget, including how the different reduction scenarios affect each school’s budget in 2008-09. From this page, you can also find your FSF Formula Overview, which gives detail on each school’s 2008-09 FSF formula entitlement and how a school is moving from its 2007-08 FSF allocation to its 2008-09 allocation, including information on the change in number and need level of students and the change in weight amounts due to collective bargaining salary increases.

• Teacher Salary Calculation Information: This database will be available on the Principals’ Portal soon. It will show your school’s FY08 and FY09 school-wide average salary calculations so that you can better understand what is driving your teacher costs. You will also be able to see which teachers are receiving the Legacy Teacher Supplement and how your purchasing power is changing with your school’s staffing changes.

• FY 08 and FY09 Funding Stream Comparison [http://schools.nyc.gov/AboutUs/BudgetsFairStudentFunding/YourSchoolBudget/AllocationComparison.htm

]. This Web site will give each school’s total amount allocated by funding stream for FY08 and FY09 so that you can see the year to year changes.

•

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DOE Web Resources

• Division of Budget Operations & Review (DBOR):http://schools.nyc.gov/offices/d_chanc_oper/budget/dbor/

• DBOR Intra-net website:http://www.nycboe.net/AdminOrg/Finance/budget/dbor/dbor_intranet/

• Division of Financial Operations – Payroll Memoranda:http://schools.nyc.gov/Offices/DFO/PayrollAdministration/MostPopularClicks/PayrollMemoranda.htm

• Division of Human Resources – Salary Schedules:http://schools.nyc.gov/Offices/DHR/Employees/

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Support

Primary Contact: Your ISC Officer

• Your ISC Officer will provide ongoing guidance & support in the Budget Development Process.

• Budget/Staffing consultations with the ISC officer and HR Partner will be scheduled at your convenience:

• At the ISC• At your school --- upon request, subject to availability

Bring: FY 08 Table of Organization FY 09 Organization/Staffing Plan

Educational Goals/Instructional Plan

ISC

Your SSO and ISC teams are ready to support you.

989898

Webcast Evaluation

Thank you for participating in our Webcast.

Updated 5-28-08

http://www.zoomerang.com/Survey/survey.zgi?p=WEB227U7TGEGMM

CLICK to COMPLETE EVALUATION >>

CLICK to COMPLETE EVALUATION >>