Budget Workshop May 19, 2020
Budget Timeline May 19 May 21 May 26 June 1 June 15 July 14 Budget Joint Finance School Board City Council City Council Public Vote Workshop, Committee; Vote Public Vote Public Finance Hearing and Hearing, and Committee First Read Board First Debrief Read Full Budget Calendar available here.
Agenda Grounding in “Why” ● Recap of budget process to date ● Summary of Finance Committee Discussion ● Summary of what is and is not included in this budget and look ahead ● Public Hearing ● Next Steps for Joint Finance (Thursday, May 21) ●
WHY? Alignment with our Portland Promise Goals
PRIORITY INVESTMENT OVER TIME 2018 2019 2020 Focused on Core Instruction None - creating (Achievement); Comprehensive meaningful Pre-K (Equity); Plan in relationships with Behavioral Health development caring adults Continuum, (Whole (Whole Student) Student)
Core Instruction Theory of Action If all students get exposed to relevant, engaging grade-level learning with appropriate supports and scaffolds, they are more likely to master grade level content. (If they are not exposed to grade level learning because they are pulled out or aside and taught something different, or because the tasks don’t align to the grade level standards, then they will never learn on grade level.)
State Comparisons Academic Achievement Gap by Economic Status: Mathematics ● ●
Why focus on “core instruction”? ● Our data clearly illuminates that we have work to do, especially to address persistent and significant gaps between student groups. ● RECALL (spring 2018): Curriculum and assessment vary by school/teacher, with some consistencies ○ ○ Lots of strong teacher led initiatives and programs but limited systemic approaches (resulting in variation and a lack of coherence over the course of a students’ PK-12 career) ○ Emphasis had been on interventions vs. improving the core ○ Limited investments in curriculum and instruction ● And, we know that teacher quality, curriculum and a culture of collective efficacy have a significant effect on student achievement (greater than factors such as poverty, home life, etc.)
Review of Budget Process to Date March 10 - Superintendent’s Proposed Budget Presentation ($122.3M, 3% tax inc) ● March 12 - Finance Committee ● Superintendent withdrew intention to propose elementary reconfiguration ○ March 26 - Superintendent’s Revised Proposed Budget ($122.6M, 3% tax inc) ● Eliminated proposal to reconfigure elementary schools ○ Eliminated investments in Pre-K transportation, ELL supports (Lau Plan), Special Education ○ caseloads, Adult Ed staffing, and the district website; reduced investment in curriculum scale-up Necessitated reduction of support in high poverty elementary schools of $650,000 ○ May 7 - Superintendent’s Revised Proposed Budget Presentation ($119.9M, 0% tax inc) ● Incorporated CARES funding, insurance reductions, and other relatively minor adjustments ○ May 14 - Joint Finance Committee Meeting Proposed Budget ($120.3M, 0.5% tax inc) ● Preserved resources in high poverty elementary schools ○ May 18 - Proposed class size increase and contractual svcs cuts to reach 0% tax inc; put forth ● options for making additional cuts in order to reach 0% budget increase
Review of Budget Process to Date Last Night’s Discussion Current Tax Rate Budget Tax Rate Gap Proposed Increase Required* Increase No Tax Increase $120,334,677 0.5% $119,862,677 0% ($472,000) No Budget Increase $120,334,677 0.5% $117,389,270 -2.6% ($2,945,407) The Finance Committee: Approved a $119,862,677 budget and referred to the Board for tonight ● Advancing a 2.1% increase and a 0% tax rate increase. ○ Did not support the proposal to increase class size. ● Did support the $100K decrease to Academics/CO contractual reductions. ● Amended the proposal to pursue COLA reductions of $372K instead of a class size increase. ● Supported reductions to athletics and co-curriculars as a backstop in the event COLA ○ reductions at this level cannot be achieved.
FY21 Budget Overview FY21 Budget 2.1% 0% $119.9 M Increase over School Tax FY20 Rate Increase Last Year: Last Year: Last Year: $117.4 M 6.2% 4.9%
FY21 Investments Description Cost Pre-K Expansion 2.0 Teachers $291,000 2.0 Ed Techs Expansion Sites Sustain and Deepen Core Instruction Illustrative Math $125,000 and Phonics - Scale up Special Education- Extend the Continuum of 2.0 Ed Techs $293,000 Service for Students w/ Autism 1.0 Teacher 3.0 Ed Techs Nursing Adjustments 0.8 School Nurse $57,000 Preserve Title Investments 6.8 Teachers $665,000 Total 17.6 FTEs $1,430,000
FY21 Reductions Description Savings Fourth & Fifth Grade Spanish Classes (4.0 Teachers) ($257,000) High School Staffing (enrollment-based) (3.0 Teachers) ($195,000) Central Office / Operations (1.0 Custodian) ($41,000) Contracts, Contingencies ($250,000) COLAs (non-rep) ($150,000) Supplies 3% Reduction ($51,000) Athletics/Co-Curricular 6% Reduction ($140,000) Additional COLA Reductions (or Co-Curricular) COLAs - TBD ($372,000) Total (8.0 FTEs) ($1,457,000)
Athletics & Co-Curriculars Reductions by School Reductions by Expenditure Type Casco Bay HS ($1,941) Stipends ($86,428) Deering HS ($71,491) Fees ($5,000) Portland HS Professional Services ($40,259) ($6,700) King Middle ($9,573) Rentals ($5,000) Lincoln Middle ($8,606) Repair & Maint. ($4,500) Moore Middle ($8,699) Supplies ($17,441) Total ($140,569) Transportation ($14,000) Travel & Training ($1,500) Total ($140,569) Link to detailed line item listing of proposed reductions
Mitigating Learning Gaps Total Potential Investments (Prioritized) Description Cost Secondary SLIFE Program Lau Plan / ELL $143,000 Dually Identified Student Supports Lau Plan / ELL $90,000 ELL Collaboration & Specialized Instruction Lau Plan / ELL $441,000 Special Education Caseloads Special Education $98,000 Fully Fund Curriculum Scale Up Core Instruction $40,000 Website Other $50,000 Total $862,000 Not in current budget-- strategy for funding these will depend on possible reductions of FY 21 projected expenditures not required because of shifting circumstances or labor concessions
COLAs and Steps Unit Already COLA % COLA $ Step $ Total $ Settled? Teachers (PEA) 2.5% $1.17 M $740 K $1.91 M Y Administrators (PAA) N 1.5% $50 K $40 K $90 K Ed Techs 0% - $140 K $140 K Y BASE N 1.5% $140 K $90 K $230 K Non-represented 2% $100 K N/A $100 K N/A General Reduction (made in 5/14 budget) -$100K -$100K $1.36 M $1.01 M $2.37M Total
Potential Shared Impact Originally $ Value $ Value Already Unit Budgeted 0.50 % 0.70 % Settled? (March 10) Reduction Reduction Teachers (PEA) COLA 2.5% $235 K $329 K Y Admin (PAA) COLA N 1.5% $16 K $22 K Ed Techs STEPS Y Roughly 2.5% $27 K $38 K BASE COLA 1.5% $48 K $66 K N Non-rep COLA N/A 2% $25 K $34 K Total $350 K $490 K For context: One half of a percent applied to a $50,000 salary = $250.
CARES CARES funding allocations released this afternoon ● Allocation = $1,926,769. This is good news! ○ This = 80.4% of FY20 Title I allocation amount, using Title I proportionate ○ shares for private schools (favorable over USDOE proposed alternative) Currently budgeted $1,273,307 in custodial salaries, pending application ● submission and approval of proposed use Leaves a reserve balance of $653,462 ●
Contingency Planning Needs PPE, custodial supplies, space modifications, etc. ● Extended learning (extended day, extended year, targeted supports) ● Remote learning costs (equipment, curriculum) ● Engagement supports (PCS, extended family engagement) ● COVID-related HR expenses (leave coverage, unemployment) ● Funding Sources Situational Reductions ● Fall sports ○ Transportation ○ CARES reserves ●
FY 22: Risks and Mitigation Mitigation Risks Retain flexibility to make moves to ● FY22 projected budget, roughly $126.5 ● reduce expenses in this fiscal year (i.e. million furloughs, COLA reductions, etc) Escalation of salaries and benefits ○ Preserve CARES funding into FY22 to ○ Debt service ○ the extent possible Salaries on the CARES grant returning ○ Balance with acute need to make ○ to General Fund investments in FY21 Key structural/programmatic changes ● Expect EPS will decrease by $2.5-3 million ● under consideration Valuation fundamentals are still in play ○ Elementary reconfiguration ○ Assumes state will pick up a higher ○ Middle school model ○ share of cost of education High school staffing formula ○ Federal CARES funding as a variable for either side
QUESTIONS
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