6-6-17 Belmont Public Schools FY18 Budget Presentation 1 T O W N - PowerPoint PPT Presentation

EXHIBIT C 6-6-17 Belmont Public Schools FY18 Budget Presentation 1 T O W N M E E T I N G J U N E 7 , 2 0 1 7

Table of Contents 2  FY17 Fiscal Highlights  FY18 Budget and Planning  Fiscal and Enrollment Challenges  Successes

FY17 Fiscal Highlights 3  The School Department is appreciative of the Town’s support through the Override, as we complete year 2 of the Town Financial Task Force (TFTF) 3 year plan  Added 5.0 FTEs to support student instruction  The School Department is on-track to end the year with a balanced budget. The budget is well- managed, with participation in a shared vision by principals and curriculum directors, as well as Central Office

FY17 Fiscal Highlights (cont.) 4  Out of District Tuitions  As of the third quarter budget update, out of district (OOD) tuitions are projected to be in deficit approximately $434,000  This deficit will be offset by a combination of:  Savings realized in other School Department General Fund budget line items  Use of additional State Circuit Breaker (CB) Grant funds received in FY17  The School Department and the Town are fortunate to be expecting to end FY17 with a positive CB balance  In accordance with Department of Elementary and Secondary Education (DESE) regulations, the School Department plans to carry forward the balance in CB, to be used in FY18

FY17 Fiscal Highlights (cont.) 5  Sustainability – The School Department is engaging in proactive measures to help protect the Town against future major expenses  Facilities Rental Revenue: The district raised rental rates in FY16 to be more in line to market rates and is strategically using revenue to support repairs to School buildings and facilities  Medicaid Reimbursement Revenue: The district has successfully completed the application process to submit reimbursement claims for Medicaid-eligible services provided to students  CB: The district is being prudent in carrying forward as much CB funding as possible to build capacity within School accounts to address extraordinary OOD costs

FY17 Fiscal Highlights (cont.) - Circuit Breaker Carryover 6  DESE regulations allow school districts to carry forward up to one year's worth of state reimbursement (must be spent within two years)  Survey of actual district practices conducted in May 2017 yielded the following results: All/Nearly All CB All/Nearly Impose Carried- All CB Used Artificial Cap forward to in Year Decide Below State Next Year Received Annually Limit Total TOTALS 29 5 2 0 36 % OF TOTAL 80.6% 13.9% 5.6% 0.0% 100%

FY17 Fiscal Highlights (cont.) - Circuit Breaker Carryover Survey - May 2017 7 Impose Artificial Cap Below State Limit 0% Decide Annually 5% All/Nearly All CB Used in Year Received 14% All/Nearly All CB Carried-forward to Next Year 81%

FY18 Budget and Planning 8  As provided for in year 3 of the TFTF plan, the School Department will be adding 5.0 FTEs in the FY18 Budget  4.0 FTEs at the elementary level to address class size  0.60 FTEs at Belmont High School to engage students throughout the day  0.40 FTEs at Chenery Middle School to support Special Education needs  The FY18 Budget provides additional funds for athletics, student activities and music

FY18 Budget and Planning (cont.) 9  Out of District Tuitions  The School Department agreed to forego the TFTF-prescribed indexing for OOD costs at 7%, in the amount of $334,502 and instead, level-funded (0% increase) OOD tuitions in the FY18 General Fund School Department Budget  Done to help extend the benefit of the Override Stabilization Fund  Level-funding OOD tuitions is only possible to due to the FY17 ending CB balance  The School Department is requesting a Town Meeting vote to establish a Special Education Reserve Fund  A line item in the FY18 School Department Budget is being added, per DESE guidance  Amount and source(s) of funding for the account will likely be determined in the Fall of 2017

Fiscal and Enrollment Challenges 10  Per pupil spending  Enrollment projections  Budget and capital needs based on enrollment growth

Fiscal and Enrollment Challenges – Per Pupil Spending 11  Per Pupil Spending  Review of DESE data shows that from FY11-FY16 out of 27 comparison districts Belmont has ranked as the 24th, 25th, or 26 th lowest district in per pupil spending  Districts included were comparable districts, level 1 districts and neighboring communities FY11 $ FY12 $ FY13 $ FY14 $ FY15 $ FY16 $ State Average 13,354 13,637 14,022 14,521 14,942 15,511 BELMONT 11,969 12,259 12,659 12,799 13,029 13,349 State Ave vs BELMONT 1,385 1,378 1,363 1,722 1,914 2,162 % Below State Average 11.6% 11.2% 10.8% 13.5% 14.7% 16.2% Average of Cohort 15,566 15,829 16,335 16,767 17,507 18,007 BELMONT 11,969 12,259 12,659 12,799 13,029 13,349 Cohort Ave vs BELMONT 3,597 3,570 3,676 3,968 4,478 4,658 % Below Cohort Average 30.1% 29.1% 29.0% 31.0% 34.4% 34.9%

Fiscal and Enrollment Challenges – Enrollment Projections 12 Belmont Public School District K-12 Enrollment Forecast Grade 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 Elementary 1785 1824 1836 1805 1832 1830 1827 1823 1820 Middle 1359 1388 1419 1490 1491 1528 1539 1513 1546 BHS 1264 1301 1320 1360 1398 1427 1458 1528 1522 Total 4408 4513 4575 4655 4721 4785 4824 4864 4888 5000 4900 4824 4864 4888 4800 4785 4721 4700 4655 4600 4575 4513 4500 4400 4408 4300 4200 4100

Fiscal and Enrollment Challenges – Budget and Capital Needs 13  Class size continues to increase at all levels  Increased needs within the School Budget for:  Classroom teachers  English Language Leaner (ELL) and Special Education (SPED) support  Unified Arts teachers  Guidance counselors  School nurses  Space  Instructional supplies, commensurate with higher enrollment  Increased need for Capital Funds during a time in Belmont when the Town is also considering many other capital needs

Fiscal and Enrollment Challenges – Budget and Capital Needs (cont.) 14  Steps already taken to mitigate impact of enrollment increases:  Repurposed and utilized 6 existing modular classrooms at Belmont High School  Added 6 new modular classrooms at Chenery Middle School  Reallocated space throughout the district  Requesting funds for an elementary modular option  Considering 7-12, 8-12 and 9-12 configuration options for the BHS Building Project *Capital Funds have been appropriated for these initiatives, which is greatly appreciated!

Successes 15  Level 1 District for the second consecutive year  Butler Elementary School recognized as a National Blue Ribbon School  Burbank Elementary School recognized as a Massachusetts Commendation School

Successes (cont.) Successes (cont.) 16 16 Burbank Colonial Butler Math & Chenery Food Day Science Night Bank Drive Wellington Multi- Winn Brook BHS Hamlet May 2017 BHS-BC Cultural Night Math Night Visioning Wkshp.

FY18 Belmont Public Schools Budget 17 Thank you