Planning and Oversight Committee Orientation October 29, 2019 BSEP - PowerPoint PPT Presentation

Planning and Oversight Committee Orientation October 29, 2019

BSEP Overview • BSEP History from 1986 to 2016 • Role of the P&O Committee • Examples of Plans and Reports • Resources and Glossary

What Happened to California after 1978?

BSEP History of Support for Schools lower class sizes and program diversity school discretionary funding 1986 supplementary educational materials facilities and grounds improvements +elementary music 1 994 +public information -facilities , +school maintenance and security +additional funding for lower class sizes +music program 4 th -8th 2004 +school libraries +parent outreach and translation +professional development, educational program evaluation 2006 +middle school counseling 2006 +technology -school maintenance -educational materials

BSEP Measure History 1986 – 2016 1994 2004 1986 1986 85.5% 72.4% 77.9% $6M $8M $ 16M 2016 2006 2004 2006 88.9% 79.7% $29M $20M

BSEP High Quality Instruction 66% Small Class Sizes Measure E1 Support for Teaching: Professional Development Classroom Support Program Evaluation $29 million to schools Expanded Course Offerings 20% of overall budget Essentials for Excellence 27% Term: 2017-2025 School Site Programs 10.25% Measure Oversight: Libraries 7.25% Planning and Oversight Music/VAPA 6.25% Committee + Auditors Instructional Technology 3.25% Effective Student Support 7% Student Achievement Strategies Counseling and Behavioral Health Family Engagement and Access Measure Oversight, Communication, 2% of net Translation, Community Engagement receipts

BSEP Measure Oversight ◆ BUSD Oversight and Management ▪ BSEP Office: Director, Analyst, Program Specialist ▪ BSEP Resource Managers ▪ Revenue and Expenses tracked in Fund 4 ◆ Community Oversight ▪ BSEP Planning and Oversight Committee (district) ▪ School Governance Councils (site discretionary) ▪ Board of Education ◆ Independent Audit

Public Oversight: BSEP Planning and Oversight Committee ◆ Oversight of All District-wide BSEP funds ◆ P&O Delegates from each school site SGC (21 members) ◆ Meets twice per month, with subcommittees alternate weeks ● Reviews Annual Plans and budgets for compliance with Measure & District goals ● Reviews Annual Report for compliance with plans ● Reviews Independent Audit of BSEP Funds ● Advises Board of Education on compliance and other issues Board of Education ◆ Approves/Amends Yearly Plans and Accepts Reports

BSEP Office Director, Budget Analyst, Program Specialist ◆ Support BSEP Resource Managers: • Budget allocations, plans, review and reporting assistance • Advice and oversight of plan changes ◆ Support P&O Committee: • Documents and Data, Subcommittee Support ◆ Support Principals and SGCs: • Elections, training, site plans and budgets • Review of Site fund expenditures for compliance

BSEP Budget Managers ◆ Provide plans, oversight and reporting for each BSEP Resource ◆ Work with Asst. Supt for Ed Services and/or Superintendent to align BSEP Plans with District Goals ◆ Provide plans and reports to Planning and Oversight Committee 0741 Class Size Reduction, ECO, PD, BREA, etc. STEPHENS et al 0752 School Site Discretionary BEERY/PEREZ 0753 Music, Visual and Performing Arts GIDLUND 0754 Public Information, Translation, P&O BEERY 0761 Library LEE 0762 Technology NITSCHKE 0763 Student Support THIARA

Planning and Past Oversight Present Future Yearly Cycle

P&O Calendar Overview Getting Started First Interim 19-20 A nnual Plans 20-21 • • • Elections Current year snapshot Two Readings • • Training Fund balance trajectory • Recommend to • Class Size Reports Board for Approval Oct-Nov Dec-Jan Feb-May Feb Jan-Feb Annual Reports 18-19 Revenue Projection • Budget Managers report 20-21 Prior Year 17-18 • Based on Bay Area CPI Achievements • Allocations by Resource • Budget to Actuals 17-18 • Allocations to Sites

Useful Vocabulary

Summary Report: Comparing yearly budgets Technology

First Interim Example How Much Are We Spending NOW?

Sample BSEP Revenue Projection Revenue Projection: (Measure A FY 2016/17) How Much Will Come in Next Year?

BSEP Revenue Allocation = How Much To Each Purpose?

Sample (Library) Plan: How will we spend the funds? BSEP Revenue Allocation for FY 2018-19 $2,098,000 Projected Expenditures Library Staff 1,720,926 Hourly Extra Duty (incl. ECE IAs) 35,000 Professional Development 9,000 Collection and Resource Development 134,450 District Library Services 35,000 Reserve for Personnel Variance 40,000 Indirect Cost of 5.93% 117,080 Total Expenses 2,091,456 Net Change to Fund Balance 6,544 Fund Balance Estimated Beginning Fund Balance 77,000 Net Increase/(Decrease) 6,544 Projected Ending Fund Balance $83,544

BSEP plans in the real world: High quality libraries in every school!