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2012-2013 Draft School Budget

2012-2013 Draft School Budget. POCANTICO HILLS CENTRAL SCHOOL DISTRICT. March 6, 2012 Board of Education Meeting. Pocantico Hills Central School District. Administration Valencia F. Douglas, Superintendent Jay Scotto-Friedman, Assistant Superintendent for Finance and Support Services

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2012-2013 Draft School Budget

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  1. 2012-2013 Draft School Budget POCANTICO HILLS CENTRAL SCHOOL DISTRICT March 6, 2012 Board of Education Meeting

  2. Pocantico Hills Central School District Administration Valencia F. Douglas, Superintendent Jay Scotto-Friedman, Assistant Superintendent for Finance and Support Services Stanley Steele, Principal Adam Brown, Supervisor of Curriculum & Technology, CIO Board of Education John Conrad, President David Wilens, Vice President Joan Cusanelli, Trustee Fred Rickles, Trustee Emily Segal, Trustee

  3. 2012-2013 Draft School BudgetThe Budget Process • The Budget Process ensures the equitable distribution of all resources based upon student needs. Central Office develops and defines the budget process based upon the direction of the Board of Education. • The Board of Education approves the budget to be placed before the registered voters of the District.

  4. 2012-2013 Draft School BudgetBudget Development Principles • To prepare our students to access rigorous learning at our three public high schools or private high schools of their choice. • To ensure that all staff are working full-time as per the contract. • To ensure that all resources, human and material are organized in the most efficient and effective manner possible to enable us to deliver a high quality educational experience to our students.

  5. Government/Regulatory Agencies Federal Gov. Regulations/Compliance NCLB, IDEA, Etc. NYS Ed. Dept. • Assessment • Student Testing • Program Evaluations Students Successfully Graduate • Students • Staff • District Vision, Mission, Goals & Policy • Student’ Needs • Educational • Socio-emotional • Support • Funding Instructional Delivery/ Support Delivery/ Student Assessment /Program Evaluation Support Systems & Programs Design/ Development Planning Educational Programming/ Curriculum Development Parents/ Pocantico Community Bargaining Units Pocantico School Board PTA’s/ Advocacy Groups Relative Local Environmental Influences Professional Development

  6. 2012-2013 Draft School BudgetDistrict Staffing Changes • Positions to Excess: • Teaching Assistant -1.00 • Teacher of the Hearing Impaired -. 30 • Positions to be Reduced: • English as a Second Language - .30 Total Staff Reductions (1.60)

  7. 2011-2012 Ongoing Initiatives Year 2 Curriculum Implementation: • Updated Social Studies 7-8 • New Reading PK-6 • New Science K-6 • New Science 6-8 Curriculum Alignment: • Common Core Math/ELA PK-8

  8. 2011-2012 Ongoing Initiatives Year 2 Curriculum Development: • Science 6-8 • Math 5-8 • STEM Program K-8 • FACS Program K-8 • Instructional Technology /Research Skills PK-8 Curriculum Search and Evaluation: • Math PK-8

  9. 2011-2012 Ongoing Initiatives Year 2 Professional Development: • Differentiation PK-8 • RTI Tier I Interventions PK-8 • Lesson Planning PK-8 • APPR PK-8 • Common Core Standards PK-8 • Data Analysis PK-8 • Instructional Technology PK-8 • Science PK-8 • Math PK-8 • Other Ongoing Needs

  10. 2012-2013 Preliminary Initiatives Framework Development: • RTI Protocols and Resources PK-8 • High School Articulation and Learning Communities with Neighboring Districts • Pocantico Hills Standards Vision Committee Using Data to Inform Instruction: • A Professional Development Goal

  11. 2012-2013 Initiatives Curriculum Implementation: • New Character Education PK-8 • Targeted Curriculum Mapping PK-8 (Social Studies) • Standards Development: • Pocantico Hills Standards Vision Committee (Five Year Strategic Plan) Professional Development: • Curriculum Mapping PK-8

  12. Five Year Strategic Plan Goals • In order to move efficiently and quickly to the next level of excellence, the Pocantico Hills School District will focus on three primary goals over the next five years. • Student Growth & Achievement • Challenge each student to grow and reach his/her highest potential as a total individual (i.e., academic, creative, physical, emotional).

  13. Five Year Strategic Plan Goals • Fiscal Responsibility • Continue to improve the District’s operating and financial efficiency in a way that is supportive of student growth and achievement and stakeholder communications. • Stakeholder Communications • Continue to improve how the District and its stakeholders communicate and work together to achieve District goals (e.g., parents, community, staff, students).

  14. Five Year Strategic Plan Strategies • Student Growth & Achievement • Re-evaluate/adopt 2-3 partner high schools from current and new districts. • Develop/adopt Pocantico Standards for 21st Century skills and more rigorous subject matter curricula. • Build community partnerships to generate academic programs, financial support and career services.

  15. Five Year Strategic Plan Strategies • Fiscal Responsibility • Re-engineer budget in light of tax cap law. • Develop Master Plan for facilities (short & long term). • Stakeholder Communications • Develop communication plan for Pocantico stakeholders and NYS legislators relative to a series of new initiatives (e.g., tax cap, Strategic Plan, 2012 Annual Budget, etc.). • Identify new, community-based approaches to communicate with and involve stakeholders.

  16. Five Year Strategic Plan Recommendations - Summary • Taken together, the Strategic Plan goals/strategies will transform the Pocantico Hills School District.

  17. Five Year Strategic Plan Recommendations # 1 - Summary • Strategy • Re-evaluate/adopt 2-3 partner high schools from current and new districts. • Planning Approach • Stakeholder committee March-October 2012 chaired by Dr. Valencia Douglas. • Implementation Milestone/Expected Outcome • August 2012 announcement of partner high schools selected. • Improve high school success rate for Pocantico students and reduce Pocantico District operating costs.

  18. Five Year Strategic Plan Recommendations #2 - Summary • Strategy • Develop/adopt Pocantico Standards for 21st Century skills and more rigorous subject matter curricula. • Planning Approach • Stakeholder committee March-November 2012 chaired by Adam Brown/Stan Steele. • Implementation Milestone/Expected Outcome • December 2012 publish Pocantico Standards and announce five year implementation schedule. • Increase growth and achievement for all children (e.g., intellectual and social growth, state test scores).

  19. Five Year Strategic Plan Recommendations # 3 - Summary • Strategy • Build community partnerships to generate academic programs, financial support and career services. • Planning Approach • Stakeholder committee September 2012-January 2013 chaired by Dr. Valencia Douglas. • Implementation Milestone/Expected Outcome • January 2013 announcement of community partnership plan. • Increase academic and financial resources for Pocantico District.

  20. Five Year Strategic Plan Recommendations # 4 Summary • Strategy • Re-engineer budget in light of tax cap law. • Planning Approach • Investigate regulations, complete financial analysis and recommend preferred plan by February 2012 (Jay Scotto-Friedman). • Implementation Milestone/Expected Outcome • February 2012 announcement of 2012 Annual Budget for various voting approaches (simple majority, super majority, contingency). • Allows Pocantico District to be successful in new “tax cap” environment.

  21. Five Year Strategic Plan Recommendations # 5 – Summary • Strategy • Develop Master Plan for facilities. • Planning Approach • Analyze options and recommend optimal facility renovation plan by August 2012 (Jay Scotto-Friedman). Then form committee. • Implementation Milestone/Expected Outcome • August 2012 announcement of preferred plan for facility renovations. Assemble Committee September-December 2012. • Allows Pocantico District to make necessary renovations that support the student achievement goal of Strategic Plan.

  22. Five Year Strategic Plan Recommendations # 6 – Summary • Strategy • Develop communication plan for Pocantico stakeholders and NYS legislators relative to a series of new initiatives (e.g., tax cap, Strategic Plan, 2012 Annual Budget, etc.) • Planning Approach • Plan developed by Dr. Valencia Douglas and committee for first half 2012. • Implementation Milestone/Expected Outcome • February 2012 initiate communication plan through June 2012. • Increase the awareness and involvement of stakeholders and NYS legislators.

  23. Five Year Strategic Plan Recommendations # 7 – Summary • Strategy • Identify new community-based approaches to communicate with and involve stakeholders. • Planning Approach • Stakeholder committee September 2012-January 2013 chaired by Dr. Valencia Douglas. • Implementation Milestone/Expected Outcome • February 2013 announcement of communication plan. • Increase the awareness and involvement of stakeholders.

  24. Five Year Strategic Plan Near Term Milestones • February 2012: • Launch the communication campaign regarding new initiatives (e.g., tax cap, Strategic Plan). • Announce preliminary 2012 Annual Budget with three variations (simple majority, super majority, contingency). • August 2012: • Announce preferred facility renovation approach (e.g., invest annually or one-time bond issue or both). • Identify the optimal set of partner high schools.

  25. Five Year Strategic Plan Near Term Milestones • December 2012: • Announce the Pocantico Standards and a five-year implementation schedule for curriculum development, staff development, technology approach. • January 2013: • Introduce the community partnership plan. • Finalize Master Plan for facilities.

  26. Five Year Strategic Plan Near Term Milestones • February 2013: • Announce the new community based communication plan.

  27. 2012-2013 Draft School BudgetDevelopment Timeline February 28 Board Discussion of Significant Budgetary Considerations March 2 Preliminary Budget Sent to Board of Education March 6 Board of Education Meeting/Review of Preliminary Budget March 8 PTA Meeting/Review of Preliminary Budget March 14 Neighborhood Meeting Westchester Hills March 20 Board of Education Meeting/Review of Preliminary Budget

  28. 2012-2013 Draft School BudgetDevelopment Timeline March 27, 28 Neighborhood Meeting - Firehouse March 29 Mail First Budget Newsletter to Community April 2 Deadline for annual transportation request for children attending non public schools April 3 Board of Education Meeting/Review of Preliminary Budget, Board Adoption of Budget April 16 Last Day to File Petitions for Board Election and Propositions

  29. 2012-2013 Draft School BudgetBudget Development Timeline April 25 Budget Newsletter Mailed to Residents May 1 PTA Budget Presentation/ Meet the Candidates Night May 8 Board Meeting-Public Hearing Presentation Only May 9 School Budget Notice Mailed to Residents May 15 2012-2013 Budget Vote

  30. 2012-2013 Draft School BudgetCommunication Plan • A DVD presentation providing information on the new Tax Cap Legislation was created and posted on the District’s web site effective February 2012. • In addition to the two budget newsletters, there will be three neighborhood budget workshops, and two Superintendent community updates. • The instructional staff, student government, School Foundation and PTA will be provided with a budget presentation.

  31. 2012-2013 Draft School BudgetCommunication Plan • The Tax Cap Presentation on DVD, Budget Newsletter, Neighborhood meetings, and the Superintendent’s updates are intended to generate community input prior to the Board’s adoption of the budget. • A special e-mail address has been maintain to provide an avenue for community residents to pose questions and/or comments, and receive a response from the Assistant Superintendent – budgetinfo@pocanticohills.org • A special e-mail address has been established to provide residents an avenue to pose questions about the new Tax Cap Legislation, and receive a response from the Assistant Superintendent - taxcap@pocanticohills.org

  32. 2012-2013 Draft School BudgetCommunication Plan • Budget information will be posted to the District’s website throughout the budget development process beginning March 6. • Reminder to Vote telephone chains will be employed to encourage community members to vote on May 15, 2012. • The Connect Ed. system will be used periodically to remind all who have registered to attend the budget workshops.

  33. 2012-2013 Draft School BudgetBudget Development Process • Budget Availability; May 1: The budget document shall be complete and available upon request to residents within the district (7) days before the budget hearing and fourteen (14) days before the annual meeting/vote date. • Budget Presentation May 8: The budget must be presented at the budget hearing, not less than seven (7) or more than fourteen (14) days prior to the annual meeting/budget vote date.

  34. 2012-2013 Draft School BudgetBudget Development Process • Annual Meeting and Election: The annual meeting and election must be held on the third Tuesday of May. (May 15, 2012) • Three-Part Budget: Districts are required to prepare a three-part budget containing administrative, program, and capital components.

  35. Significant Budgetary Events • 2012-2013 Will Be Presented In Three Scenarios: • Simple Majority • Super Majority • Contingency

  36. Tax Levy Limit Calculation How To Calculate The Tax Levy Limit 2012-2013 Budget Presentation March 6, 2012

  37. Prior year tax levy x Tax base growth factor, if any + Payments in lieu of taxes receivable during prior year – Taxes levied for exemptions during prior year (not ERS & TRS) = Adjusted Prior Year Tax Levyx Allowable levy growth factor (lesser of 2% or CPI) – Payments in lieu of taxes receivable in the coming year + Available carryover, if any = “Tax Levy Limit”

  38. Tax Levy Limit Calculation Tax Levy Limit + Coming school year exemptions = Maximum Allowable Tax Levy (requiring simple majority)

  39. Maximum Tax Levy Limit Calculation Prior year tax levy 20,232,760 Tax base growth factor x 1.00 20,232,760 Prior year PILOT +309,842 20,542,601 Prior year exemptions (capital levy, court orders) 1,039,511 Adjusted Prior Year Levy 19,503,091 Allowable Growth Factor (lesser of CPI or 2%) x 1.02 19,893,153 PILOTs for coming year - 281,294 = 19,611,858 Available Carryover + 0 TAX LEVY LIMIT = 19,611,858 Coming year exemptions (capital levy, court orders) 1,155,186 Maximum Tax Levy = 20,767,044 2.64% Projected 2012-2013Levy 20,761,037 Increase In Tax Levy2.61%

  40. Prior Year Exemptions Capital Tax Levy = Tax levy necessary to support capital local expenditures Capital Local Expenditures = The tax levy associated with budgeted expenditures resulting from the construction, acquisition, reconstruction, rehabilitation or improvement of school district capital facilities or capital equipment, including debt service and lease expenditures, and transportation capital debt service. Court Orders/Judgments = Tax levy necessary for expenditures resulting from court orders or judgments arising out of tort actions for any amount that exceeds 5% of total tax levied in prior school year. (excludes tax certioraris) Excludes prior year pension exemption

  41. Prior Year Exemptions Interest and Principal on Construction $1,237,188 Less State Aid $ 197,677 District Local Cost $1,039,511

  42. Coming School Year Exemptions • Capital Tax Levy = Tax Levy Necessary To Support Capital Local Expenditures • Capital Local Expenditures = The Tax Levy Associated With Budgeted Expenditures Resulting From The Construction, Acquisition, Reconstruction, Rehabilitation Or Improvement Of School District Capital Facilities Or Capital Equipment, Including Debt Service And Lease Expenditures, And Transportation Capital Debt Service. • Court Orders/Judgments = Tax Levy Necessary For Expenditures Resulting From Court Orders Or Judgments Arising Out Of Tort Actions For Any Amount That Exceeds 5% Of Total Tax Levied In Prior School Year. (Excludes Tax Certioraris)

  43. Coming School Year Exemptions • The Pension Cost Exemption Applies Only When ERS And/Or TRS Employer Contribution Rates Increase By More Than 2 Percentage Points Over The Prior Year. • ERS Costs = Tax Levy Necessary For Expenditures For Coming School Year For Employer Contributions Caused By Growth In The System Average Actuarial Contribution Rate, Minus Two Percentage Points. • TRS Costs = Tax Levy Necessary For Expenditures For Coming School Year For Employer Contributions Caused By Growth In The Normal Contribution Rate, Minus Two Percentage Points

  44. Coming School Year Exemptions • Interest and Principal on Construction $1,277,443 • Less State Aid $ 132,891 • District Local Cost $1,144,552 • Employer Retirement System $ 10,634 • Capital Projects $ 0 • Total Coming School Year Exemptions $1,155,186

  45. Maximum Tax Levy Limit Calculation Prior year tax levy 20,232,760 Tax base growth factor x 1.00 20,232,760 Prior year PILOT +309,842 20,542,601 Prior year exemptions (capital levy, court orders) 1,039,511 Adjusted Prior Year Levy 19,503,091 Allowable Growth Factor (lesser of CPI or 2%) x 1.02 19,893,153 PILOTs for coming year - 281,294 = 19,611,858 Available Carryover + 0 TAX LEVY LIMIT = 19,611,858 Coming year exemptions (capital levy, court orders) 1,155,186 Maximum Tax Levy = 20,767,044 2.64% Projected 2012-2013Levy 20,761,037 Increase In Tax Levy2.61%

  46. Majority, Super Majority and Contingency Budget Scenarios 2011-2012 2012-2013 2012-2013 2012-2013 Budget Majority Super Maj. Contingency $26,019,046 $26,531,452 $28,781,452 $26,003,175 Tax Certiorari Budget: $1,000,000 $ 3,250,000 $ 501,923 Tax Levy Increase: 2.61% 13.73% 0% Tax Rate Decrease: Greenburgh (10.79%) (1.13%) (13.06%) Mt. Pleasant ( 9.79%) (0.01%) (12.08%)

  47. Pocantico Hills Voting History YES NO 50% +1 60% 2006-2007 212 234 224 268 No 2006-2007 319 85 203 242 Yes 2007-2008 303 162 234 279 Yes 2008-2009 204 115 161 192 Yes 2009-2010 175 103 140 167 Yes 2010-2011 192 215 205 245 No 2010-2011 250 150 201 240 Yes 2011-2012 234 115 176 210 Yes

  48. 2012-2013 Notification Requirements • Legal Notices • Property Tax Report Card Is Still Required And Will Now Include: • District Tax Levy Limit • Proposed Tax Levy Before Exemptions • Budget Notice Will Now Include: • District Tax Levy Limit • Proposed Tax Levy Before Exemptions

  49. Options Available to the Board of Education Option 1: Propose A Budget Requiring A Tax Levy Tax Levy Limit Prescribed By Law • Requires A Simple Majority (50% + 1 Voter Approval) Option 2: Propose A Budget Requiring A Tax Levy Above The Tax Levy Limit • Requires A “Super Majority” (60% Voter Approval) • Requires A Statement On Ballot Indicating The Required Tax Levy Before Exemptions Exceeds The Tax Levy Limit

  50. What Happens If The Budget Is Not Approved By The Public? • The District May Resubmit The Original Budget Or Submit A Revised Budget To The Voters On The Third Tuesday In June • Adopt A Contingency Budget That Levies A Tax No Greater Than That Of The Prior Year (0% Increase In Tax Levy). • If The Resubmitted/Revised Budget Proposal Is Not Approved Then The Board Of Education Must Adopt A Budget That Levies A Tax No Greater Than That Of The Prior Year (0% Increase Tax Levy)

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