Board of Trustees Budget Workshop FY2021 3/12/20 Begin with Current Staffing Continue to Monitor Collect Feedback from Student Administrators on Enrollment/Student Needs Campus/Department and Adjust as Needed Needs Meet/Share Staffing Identify/Prioritize Potential Allocations with Additional Staffing Needs Campus/Department based on District Administrators Goals/Initiatives Apply Staffing Allocations Review and Adjust Current using Projected Student Staffing Guidelines Growth Numbers (as needed)
Budget Workshop Agenda I. Overview II. Budget Parameters Discussion III. Preliminary Budget Discussion IV. Sta ffi ng Process V. HB 3 Update Tax Compression VI. Bond Capacity Update VII. Tax Rate Consideration VIII. Next Steps
Budget Planning Calendar Dec. 16, 2019 Present planning calendar at Board Meeting Jan. 2020 Allocations and worksheets distributed to campuses and departments Jan. - Feb. 2020 Budget training - Campuses and Departments March 2020 Review sta ffi ng allocations and prepare salary estimates March 12,2020 Board Budget Workshop March 13, 2020 Campus and department budget request due to Business Services Mar. - Apr. 2020 Reconciliation of proposed campus and departmental budgets
Budget Planning Calendar Apr. 20, 27 2020 Budget Planning Update for Board of Trustees Apr. 30, 2020. Receive Certified Estimated Tax Values from HCAD and TCAD April - May 2020 Work Sessions with Executive Cabinet May 20, 2020 Budget Planning Update for Board of Trustees June 11,2020 Publish “Notice of Public Meeting to Discuss Budget and Proposed Tax Rate” and post summary of proposed budget on district website June 22, 2020 Publish hearing on the 2020-2021 proposed budget; Board of Trustees adopts the 2020-21 budget and approves final 2019-20 budget amendment July 25,2020 Receive Certified Tax Values from HCAD and TCAD August 24,2020 Board of Trustees approve Certified Appraisal Roll for 2020 Aug. - Sept. 2020 Board of Trustees adopts tax rate for 2020
Strategic Goals VILLAGE: GOAL 1 Support the vision and mission of the district by building a culture where all members feel welcome and connected. OPERATIONS: GOAL 2 Support the vision and mission of the district by collaboratively providing effective, efficient, and innovative operations in a safe environment. LIFE CHANGERS: GOAL 3 Support the vision and mission of the district by placing a Life Changer in every position. PERSONAL LEARNING: GOAL 4 Support the vision and mission of the district by creating and implementing Personal Learning Plans (PLP) that maximize each student's potential. CLOSING THE GAP Narrow the achievement gap between students who are identified in sub groups (EL, Economically Disadvantaged, Special Education) and students who are not identified in a sub group as measured on the STAAR assessments. DSISD will surpass state target goals for each subgroup. CONTINUED PK-12 WORK ON “GUARANTEED VIABLE CURRICULUM”
Budget Workshop Agenda I. Overview II. Budget Parameters Discussion III. Preliminary Budget Discussion IV. Sta ffi ng Process V. HB 3 Update Tax Compression VI. Bond Capacity Update VII. Tax Rate Consideration VIII. Next Steps
Proposed Budget Parameters for Developing the 2020-2021 Initial Parameters • Student Enrollment Estimates • 7,696 for staffing and 7,542 for funding purposes • An A verage D aily A ttendance rate of 95.0% • A 10.00% increase in local property values • A 4.01% increase in state property values • An inflationary increase of 1.20% on non-payroll costs
Historic Student Enrollment 8000 7,696 7,210 6,873 6,450 6000 6,008 5,619 5,421 5,107 7,542 4000 2000 0 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021
Historic Student Attendance 0.97 96.6% 0.963 96.3% 96.3% 96% 96.06% 96% 95.94% 95.84% 8 yr. Avg. 0.955 95.57% 95.27% 95% 0.948 0.94 2012 2013 2014 2015 2016 2017 2018 2019 2020 Thru 2/17/20
Taxable Appraised Values 13.43% 6,000,000,000 5,690,427,498 10.79% 5,016,498,935 12.15% 4,527,913,565 11.54% 4,500,000,000 4,037,308,502 7yr. Avg. 3,606,264,883 3,179,759,065 3,000,000,000 2,821,576,208 2,652,816,758 10% 1,500,000,000 0 2012 2013 2014 2015 2016 2017 2018 2019
Proposed Budget Parameters for Developing the 2020-2021 Initial Parameters • Student enrollment estimates • 7,696 for staffing and 7,542 for funding purposes • An average daily attendance rate of 95.0% • A 10.00% increase in local property values • A 4.01% increase in state property values Tax Rate Decisions • An inflationary increase of 1.20% on non-payroll costs • Based on a 10.00% increase in local property values, the M&O tax rate would drop to $1.0049 Employee Parameters • The I&S tax rate is to be determined • Employee cost-of-living increase of 2.00% • An increase in staff FTEs of 40 • Maintain the $300 monthly contribution to health insurance • Maintain the $75 monthly contribution to a Health Savings Account/Health Reimbursement Account for employees taking the TRS ActiveCare insurance
Historic Salary Increases Annual Increase History for Compensation and Health Benefits Contributions Other Unique Medical Premium School Year % Increase HSA Contributions Compensation Contributions 2020-2021 5% Teachers with 5+ Retention incentive 2019-2020 years 4% of Midpoint - all $300 per month $75 per month ($100 per year) others Additional individual pay 2018-2019 3% of Midpoint shifts per TASB review $275 per month $50 per month and reccommendation One-Time Lump Sum, All 2017-2018 2% Staff: greater of $500 or $275 per month $50 per month 1% of Midpoint 2016-2017 2% $225 per month $43 per month 2015-2016 2% $225 per month $43 per month
Historic Campus Sta ffi ng Projection 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Enrollment - 4,581 4,783 5,107 5,421 5,619 6,008 6,450 6,873 7,210 7,696 Snapshot Total Campus 369.77 361.70 396.45 435.01 482.54 499.01 575.21 624.09 659.10 686.10 FTEs Students per 12.4 13.2 12.9 12.5 11.6 12.0 11.2 11.0 10.9 11.2 Campus FTE Teacher FTEs 278.16 271.35 290.81 320.77 345.16 358.20 412.84 450.10 476.80 494.8 Students per 16.5 17.6 17.6 16.9 16.3 16.8 15.6 15.3 15.1 15.5 Teacher FTEs
Proposed Parameters for Developing the 2020-2021 Budget Initial Parameters • Student enrollment estimates Tax Rate • 7,696 for staffing and 7,542 for funding purposes •Based on a 10.00% increase in local property values, • An average daily attendance rate of 95.0% the M&O tax rate would drop to $1.0049 • A 10.00% increase in local property values • The I&S tax rate is T o B e D etermined • A 4.01% increase in state property values • An inflationary increase of 1.20% on non-payroll costs Fund Balance •Maintain a fund balance between 4 and 7 months Employee Parameters annual expenditures • Employee cost-of-living increase of 2.00% • An increase in staff FTEs of 35 • Maintain the $300 monthly contribution to health insurance • Maintain the $75 monthly contribution to a Health Savings Account/Health Reimbursement Account for employees taking the TRS ActiveCare insurance
Historic Fund Balance 7 months 40,000,000 40,000,000 38,500,000 36,635,702 33,053,959 31,323,869 30,000,000 24,624,948 23,581,013 21,666,667 21,666,667 21,427,854 20,664,688 20,666,667 20,666,667 19,735,282 19,735,282 19,579,315 19,579,315 20,000,000 16,935,733 16,935,733 15,107,704 15,107,704 12,938,936 12,938,936 11,721,865 11,721,865 10,645,209 10,645,209 10,000,000 0 2013 2014 2015 2016 2017 2018 2019 2020 2021 Projections
Budget Workshop Agenda I. Overview II. Budget Parameters Discussion III. Preliminary Budget Discussion IV. Sta ffi ng Process V. HB 3 Update Tax Compression VI. Bond Capacity Update VII. Tax Rate Consideration VIII. Next Steps
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