Financial Futures Committee November 12, 2019 6:00 PM, Mac Bernd - PDF document

Financial Futures Committee November 12, 2019 6:00 PM, Mac Bernd Professional Development Center WELCOME & OPENING REMARKS ………………………………………………. Stephen Crumby FFC Chairperson STAFFING………………………………………………………...………… Cindy Powell, Chief Financial Officer Scott Kahl, Assistant Superintendent of Human Resources CLASS SIZE WAIVERS……….……………………………………………………………...Scott Kahl HEALTH INSURANCE…………………..……………………………..……………………..Scott Kahl SCHOOL IMPROVEMENT EFFORTS …………..………………………………Dr. A. Tracie Brown Assistant Superintendent of School Leadership CLOSING THOUGHTS…………………………………………………….……….…Stephen Crumby Future Meeting Dates:  January 21, 2020  April 21, 2020  August 11, 2020

11/11/2019 Staffing & Campus Supports November 12, 2019 Meeting Topics  2019 Bond Proposition  Staffing Ratios  Class Size Waivers  Health Insurance  School Improvement Efforts 1 1

11/11/2019 2019 Bond Proposition  Proposition passed with 67% approval  Phasing of projects is near final  Architect selection is underway; recommendations will be presented to Board of Trustees in December  Gunn Jr. High Fine Arts/Dual Language Academy  Board approved Pogue as the construction management firm  Construction will begin in early 2020  First bond sale will be held in mid-February  Technology, Fine Arts & Transportation are preparing procurement processes for Year 1 purchases FFC Purpose  to provide findings and recommendations from community stakeholders to the Board of Trustees (“Board”) relating to budgets and long-range financial planning to support the District’s Strategic Plan. 2 2

11/11/2019 FFC Charge  Review data including, but not limited to, the following topics in order to assess the impact on AISD budgets and provide input, as appropriate:  Enrollment trends and projections  Property value trends and projections  Academic Services priorities and operational efficiency priorities presented to the Committee by the AISD administration  Current staffing methods in relation to state education law and current administration protocol  Compensation and benefits, including available salary market information, health insurance and wellness plan  Operating costs associated with bond projects Budget Preparation Timeline Nov Dec Jan Feb Mar Apr May Jun Jul Aug Planning Enrollment Projections Legislative Session Budget Prep (Schools/Depts.) Staffing Budget Reviews Payroll Budget Prep Revenue Estimates Board Discussion/Hearings/Action Receive Certified Prop Values Adopt Property Tax Rate Financial Futures Committee AISD Fiscal Year: July 1 – June 30 3 3

11/11/2019 2019-20 Budget General Fund 2018‐19 2019‐20 Diff. From 2018‐19 Original Adopted 18‐19 Orig. Projection Budget Budget Budget Beginning Fund Balance $201,892,152 $201,892,152 $188,721,328 Revenues & Other Resources $491,716,875 $515,048,901 $527,772,669 $36,055,794 Expenditures & Other Uses $530,418,567 $517,967,515 $534,688,786 $4,270,219 Operating Surplus/Deficit ($38,701,692) ($2,918,614) ($6,916,117) $31,785,575 Capital Projects Funded through 10,252,210 Surplus Fund Balance Net Surplus/Deficit (38,701,692) (13,170,824) ($6,916,117) $31,785,575 Ending Fund Balance $163,190,460 $188,721,328 $181,805,211 Expenditure Budget Debt Service Other Operating Costs 0% 1% Supplies & Materials Capital Outlay 4% 0% Purchased & Contracted Service 7% Payroll 88% 2019-20 Expenditures $534,688,786 4 4

11/11/2019 HB 3 Compensation Mandate  30% of Chapter 48 gain must be used to give compensation increases to employees other than administrators  75% of the 30% must be spent on teachers, counselors, librarians, nurses  prioritize differentiated compensation for classroom teachers with more than 5 years of experience 2019-20 Budget  AISD’s HB 3 Compensation Mandate:  Chapter 48 gain: $23,660,444  30% of gain: $7,098,133  Compensation increase approved by Board:  Classroom teachers with 6+ years experience: 3%  All other employees: 2.5%  Health insurance contribution: $132 annual increase (Equals increase in premium for High Deductible Employee Only Plan)  Approved Compensation Increase: $9,417,368  33% more than mandate 5 5

11/11/2019 2019-20 Budget Established a minimum teacher salary schedule as requested  by teachers  Net staffing change: 30.5 fewer positions including changes due to enrollment projections, new campus programs and student supports  Budget includes funding for new Arlington College & Career High School, three new elementary academies and full-day Pre-K for five campuses Achieve Today. Excel Tomorrow. Strategic Plan 6 6

11/11/2019 Budget Parameters Board Policy CE (LOCAL)  Target resources to support achievement growth  Competitive compensation  Staffing ratios approved before staffing process begins  Balanced budget with limited use of fund balance  Prioritize budget reductions with least negative impact on classroom Board Policy CE (LOCAL) Competitive Compensation: “The Board seeks to maintain competitive compensation levels in an effort to recruit and retain a highly qualified workforce and shall consider adjustments necessary for the District to be competitive in this area.” Staffing Ratios: “Staffing ratios shall meet or exceed state standards and shall be approved by the Board before the staffing process begins.” 7 7

11/11/2019 Staffing Scott Kahl Assistant Superintendent of Human Resources Overview  Campus administration and district departments (Human Resources, Curriculum & Instruction and Finance) work collaboratively to ensure staffing is aligned with the priorities of the strategic plan.  Student enrollment and program needs are the driving components of the staffing process.  Staffing of teachers is based on district enrollment projections and is a formulaic process. Formulas are used to staff schools equitably & to control costs  8 8

11/11/2019 Overview  Elementary staffing is driven by state compliance ratios and district initiatives  Secondary principals have discretion in terms of subject area, how to expend local FTEs to best meet needs of individual campus  Secondary staffing is also driven by the master schedule. Developing the master schedule at the secondary level is a very complex process with multiple variables Adjustments are made to address unique campus needs  2019-20 Staffing Ratios Campus Core 2019‐20 Ratio/Units Area Elementary Junior High High School Pre K – 4th 22:1 N/A N/A 5th 26:1 (target) N/A N/A 6th 26:1 (target) N/A N/A Elementary Art, Music, PE Assistant 1 FTE each N/A N/A Elementary PE 1 < 800 2 > 800 N/A N/A Elementary Orchestra .4 FTE N/A N/A ((Projected Student Enrollment x Total Class Periods) ÷ Target Class Size) ÷ Classes Taught By Secondary Staffing N/A Teacher (JH Target ‐ 23:1) (HS Target ‐ 27:1) Formulas vary by program and allow for flexibility based on student or Special Education programmatic needs 9 9

11/11/2019 2019-20 Staffing Ratios Elementary Junior High High School Position Principal 1 1 1 Academic Dean N/A N/A 1 1 < 1,000 2 < 1,000 5 < 2,000 3 > 1,000 6 > 2,000‐2,999 Assistant Principal 2 > 1,000 7 > 3,000 Alt Campus = 1 Alt Campus = 1 Counselor 1 350 to 1 350 to 1 Athletic Coordinator N/A 1* 1 Attendance Officer N/A N/A Librarian 1 1 1 2019-20 Staffing Ratios Position Elementary Junior High High School Library Assistant N/A N/A 1 Campus Tech Manager 1 1 1 LAN Tech N/A N/A 1 Guidance Tech/ Testing Facilitator 1 1 1 Pre‐K TA’s 1/PK Teacher N/A N/A 1‐4 TA’s depending on Kinder TA’s N/A N/A # of sections Secretary 1 1 1 1 < 800 1 < 1,000 same as Attendance Clerk 2 > 800 2 > 1,000 number of AP’s Data Clerk N/A 1 2 Bookkeeper N/A N/A 1 PEIMS Clerk N/A N/A 1 Registrar N/A N/A 1 Nurse 1 1 1 SRO N/A 1 1 Security Officer N/A 1 Assignments based on need 1 per 30,374 sf 1 per 30,374 sf 1 per 30,374 sf Custodian (3 FTE min) (5 FTE min) (12 FTE min) 2 < 500 students Cafeteria Monitor N/A N/A 3 > 500 to 999 4 > 1,000 10 10

11/11/2019 Class Size Waivers Scott Kahl Assistant Superintendent of Human Resources Class Size Waivers  School districts are required to review class size enrollments to determine whether class sizes for grades K-4 meet the class size limit of 22 students per class.  The district must submit a request for exception if the ratio is over the 22:1 ratio.  Class size limits do not apply to physical education classes or fine arts classes.  Class size limitations do not apply during the last twelve weeks of a school year. Class sizes fluctuate during the year with some sections going  back into compliance. 11 11