Beaverton School District Multiyear Finance Plan

Transcription

1 School District Multiyear Finance Plan Version: Mon. Nov 23 Page 1

2 Table of Contents Introduction: What is a Multiyear Finance Plan? Process: Creating the Multiyear Finance Plan Investments: Investment Priorities Progress: Appendices: Monitoring and Tracking Progress against Goals School District All Funds Expenditures Total Expenditures Per Pupil Large Districts Administration Expenditures Per Pupil Page 1

3 Introduction What is a Multiyear Finance Plan? What is a Multiyear Finance Plan? Draft Executive Summary What It Is Not What It Is Timeframe An Annual Budget A three to five year financial plan determining the District s investments to meet the strategic plan measures of the District goal and identifying the source of funds to make the investments possible Link to Strategic Priorities Program Effectiveness & Return on Investment Responsiveness to Changing Circumstances Stakeholder Engagement Current Service Level rollup based on historical trends without clear ties to strategic plan Not connected to program evaluation or investment effectiveness Targeted investments are aligned to the District goal and Pillars of Learning and estimates the cost of implementing the priorities over time Evaluation of program effectiveness is essential to the decision-making process to deliver on the District s strategic investments Static Financial Plan is updated each year with consideration of revenue, student enrollment and program effectiveness Created based on input from a small group Includes input from a broad set of stakeholders The Multiyear Finance Plan does not replace the annual budget, and serves as a starting point for the budget process each year The annual budget includes single year actions to support resource alignment described in the Multiyear Finance Plan and includes operational necessities such as fuel costs, utility costs and contract obligations Page 2

4 Process Governance Structure for development of Multiyear Finance Plan School Board Financial Plan Working Group Technical Planning Team Administrator for Accountability Superintendent Deputy Superintendent Chief Financial Officer Public Communications Officer Administrator for Fiscal Services Senior Leadership Team Budget Analyst Teaching & Learning Leaders Communications Coordinator Broad Stakeholder Engagement Budget Committee School & Central Support Leaders Teachers Parents Employee Associations Students Community Business & Community Organizations Page 3

5 Process The creation of the Multiyear Finance Plan/formal Budget Process will involve significant input from a broad base of stakeholder groups. Information will be transparent and we will seek continuous improvement. Plan and Prepare 1. Organize Process 2. Assess Landscape 3. Start Engaging Stakeholders Set Instructional Priorities 4. Develop Priorities 5. Estimate Cost of Priorities Pay for Priorities 6. Identify Top Savings Options 7. Analyze Top Savings Options Implement Plan 8. Balance Budget Tradeoffs 9. Adopt Strategic Finance Plan 10. Adopt Annual Budget Ensure Sustainability 11. Build Internal Capacity 12. Plan for Continuous Improvement Audience Multiyear Financial Plan Process JUNE - DECEMBER Annual Budget Process JANUARY - JUNE Communication Plan School Board Financial Plan Working Group - October Work Session - December Set Financial Goals at School Board Meeting Meeting 1x month with Teaching & Learning Leaders Budget Process Internal Budget Process Key Input Groups & Formats Principals Staff, Parents, Community, Budget Committee November (Principals trade off meeting) November 9 - Multiyear Listening & Learning Sessions - Survey in November February Principals Meeting Budget Update Session Jan. 26, 2016 Students Focus groups w/ Supt. Rose Focus groups w/ Supt. Rose Page 4

6 Financial Goals Community (3): Class size, instructional time and comprehensive education Instruction (7): Educator effectiveness, standards based learning system, future ready schools, AVID, culturally responsive practice, learning teams and community partnerships Finance: Maintain 5% fund balance and 5% rainy day fund Page 5

7 Investments Analysis and additional stakeholder feedback pointed to specific investments Class Size Comprehensive Education Additional Instruction Time WE Expect Excellence Educator Effectiveness Standards-Based Learning System WE Innovate Future Ready Schools WE Embrace Equity AVID Culturally Responsive Practices WE Collaborate Learning Teams Community Partnerships Page 6

8 Investment Priorities Investments Class Size Ensure all students have access to a comprehensive education including the arts, music, PE, foreign language, and CTE coursework Provide additional instructional time Educator Effectiveness Standards-Based Learning System Future Ready Schools AVID Culturally Responsive Practices (CRP) Learning Teams Community Partnerships Shorter Term: 1-2 years Medium Term: 2-3 years Longer Term: 3-5 years Phase-In Timeline Shorter Term: Reduce class size. Shorter Term: Expand CTE coursework. Medium Term: Meet P.E. instructional time requirements; similar educational experiences at all middle schools. Medium Term: Add two instructional days. Longer Term: Add three additional instructional days. Shorter Term: Development of teacher preparation partnerships with area universities; Mentorship program for new teachers. Longer Term: Expand teacher preparation partnerships with area universities. Shorter Term: Professional development for English language arts and math adoptions. Longer Term: Expand professional development for future adoptions. Shorter Term: : Future Ready Schools Phase 1 in 15 schools. Longer Term: District-wide phase-in over three years. Shorter Term: 10% of secondary content teachers are trained in AVID strategies. Medium Term: 20% of secondary content teachers are trained in AVID strategies. Longer Term: 50% of secondary content teachers are trained in AVID strategies. Shorter Term: School-based administrators will identify key elements of CRP in the teacher evaluation system. Medium Term: 100% of all administrators will identify key elements of CRP in all certified and classified evaluation tools. Shorter Term: All teachers engage in a learning team for 90 minutes each month. Medium Term: 100% of all teachers given release time weekly for learning teams. Shorter Term: Community Partnership Teams (CPT) continue with technical team in CCI Dept. assisting schools. Medium Term: Create CPT volunteer coordinator position to connect community volunteers to school as schools request based on need. District Goal: All students will show continuous progress toward their personal learning goals, developed in collaboration with teachers and parents, and will be prepared for post secondary education and career success. Page 7

9 Investment Priorities Summary of Investments Added Annually Investment Priorities Funding Source Total Class Size Local Option Levy $7.7M $9.5M $17.2M Ensure all students have access to a comprehensive education including the arts, music, PE, foreign language, and CTE coursework General Fund $1.9M $700,000 $2.6M Local Option Levy 0 $1.1M $1.1M Provide additional instructional time Educator Effectiveness General Fund $1.5M $400,000 $1.9M Standards Based Learning System General Fund $1.425M $2.3M $3.725M Future Ready Schools General Fund $1.2M $2.7M $3.9M Bond Fund -- $5.1M $5.1M AVID General Fund $825,000 $1.1M $1.925M Grant Fund (Nike) -- $331,000 $331,000 Culturally Responsive Practices General Fund -- $2.23M $2.23M Learning Teams General Fund -- $175,000 $175,000 Community Partnerships Total $14.55M $25.636M $40.186M Page 8

10 Progress Monitoring and tracking School District progress in effectively investing behind its strategic priorities will be a continuous process. 1 7 Select Investments to Support Strategic Plan 2 Develop Stages of Implementation Stakeholder Outreach 3 6 Establish Metrics for Monitoring and Tracking Review Annual Metrics for Effectiveness 4 Implement Investment 5 Progress Monitor and Modify to Improve 6 Investment Design Year 2 or 3 - Make Recommendations for Continued Investment or Reallocation of Funds Page 9

11 Appendices All Funds School by District Func,on All and Funds Object Expenditures Actuals Actuals (in millions) (in millions) $250.0 $250.0 $200.0 $150.0 $150.0 $100.0 $100.0 $50.0 Con0ngency Con0ngency Transfers Transfers Other Objects - Debt & Fees Other Objects - Debt & Fees Capital Outlay - Buildings & Equipment Capital Outlay - Buildings & Equipment Supplies & Materials Supplies & Materials Purchased Services Purchased Services Administrator Salaries w/benefits Classified Administrator Salaries Salaries w/benefits w/benefits Licensed Classified Salaries Salaries w/benefits w/benefits Licensed Salaries w/benefits $50.0 $- $ Instruc0on 1000 Instruc0on 2000 Support Services 2000 Support Services 3000 Enterprise & Community 3000 Enterprise Services & Community Services 4000 Facili0es Acquisi0on & Construc0on 4000 Facili0es Acquisi0on & Construc0on 5000 Other Uses - Debt, Transfers 5000 Other Uses - Debt, Transfers 6000 Con0ngencies 6000 Con0ngencies Page 10

12 Appendices Comparison of Districts Total Expenditures Total Expenditures Per Pupil Per Pupil - Large Suburban - Large and Large Districts Oregon Districts $19,723 $17,336 $15,620 $14,762 $14,162 $11,864 $11,790 $11,719 $10,391 $10,186 $10,068 Federal Spending State & Local Spending 0 Arlington Montgomery Co. Bellevue Bal:more Co. Fairfax Co. Virginia Beach City Salem- Keizer Portland. SD U- 46, Elgin, Il Fulton Co. GwinneN Co. Cobb Co. Poway CharloNe- Mecklenburg Wake Co. Greenville Mesa Arlington Montgomery Co. Bellevue Baltimore Co. Fairfax Co. Virginia Beach City Salem-Keizer Portland SD U-46 Elgin, IL Fulton Co. Gwinnett Co. Cobb Co. Poway Charlotte-Mecklenburg Wake Co. Greenville Mesa $10,008 $9,882 $9,820 $9,782 $9,273 $8,939 $8,400 Salem-Keizer Portland Enrollment 22K 149K 19K 107K 181K 70K 40K 47K 40K 94K 165K 108K 35K 40K 144K 151K 74K 108K Total Expenditures (in $ Millions) $351 $2,221 $169 $1,380 $2,180 $733 $376 $510 $389 $843 $1,483 $947 $273 $335 $1,094 $1,112 $541 $490 District Goal: All students will show continuous progress toward their personal learning goals, developed in collaboration with teachers and parents, and will be prepared for post-secondary education and career success. Page 11

13 Appendices Comparison of DistrictsAdministra*on Expenditures Per Pupil Administration Expenditures Per Pupil $1,800 $1,600 Administration Expenditures Per Pupil $1,400 $1,200 $1,000 $800 $600 $400 $200 $1,800 $1,651 $1,534 $1,470 $1,398 $1,314 $1,305 $1,002 $984 $979 $897 $885 $830 $829 $780 $770 $718 $579 Administration: Expenditures for the administration of schools and school districts. Includes Central expenditures Office for: Expenditures the School Board, administration of Local Per Pupil Education Agencies, the office of the principal, full-time department chairpersons, graduation expenses, business services, Teaching & Learning, HR, and IT. $- Arlington Montgomery Co. Bal;more Co. Portland Portland SD U- 46, Elgin, IL GwinneF Co. Salem- Keizer Salem-Keizer Fulton Co. Fairfax Co. Poway Bellevue CharloFe- Mecklenburg Virginia Beach City Wake Co. Cobb Co. Greenville Mesa Enrollment % Central Office Arlington Montgomery Co. Baltimore Co. Portland SD U-46 Elgin, IL Gwinnett Co. Salem-Keizer Fulton Co. Fairfax Co. Poway Bellevue Charlotte-Mecklenburg Virginia Beach City Wake Co. Cobb Co. Greenville Mesa Enrollment 22K 149K 107K 47K 40K 165K 40K 94K 40K 181K 35K 19K 144K 70K 151K 108K 74K 64K % Administration 11% 11% 12% 13% 15% 14% 14% 11% 11% 8% 11% 10% 10% 8% 10% 9% 10% 8% District Goal: All students will show continuous progress toward their personal learning goals, developed in collaboration with teachers and parents, and will be prepared for post-secondary education and career success. Page 12