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D-T Public Schools

D-T Public Schools. School/Community Partnership for Essential Planning December 18, 2017. SCPEP Session IV Agenda. Introductions Revisit Prioritized Programs Identify Facilities Strengths, Challenges, and Priorities Overview Finances/Resources

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D-T Public Schools

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  1. D-T Public Schools School/Community Partnership for Essential Planning December 18, 2017 Don Fritz, The FGR Group, 2017

  2. SCPEP Session IV Agenda • Introductions • Revisit Prioritized Programs • Identify Facilities Strengths, Challenges, and Priorities • Overview Finances/Resources • Identify Financial Strengths, Challenges and Priorities • Next Steps? Don Fritz, The FGR Group, 2017

  3. Times, Dates, and Agendas • Wednesday, October 4, 2017– Overview the planning process; revisit district mission and goals; review district demographics and current educational environment; identify strengths and challenges • Monday, October 23, 2017 - Overview of current curriculum/program offerings K-12; overview state mandates; identify educational priorities • Wednesday, November 29, 2017 – Overview of 21st Century Skills; overview current facilities; identify current and future facility needs and priorities • Monday, December 18, 2017– Overview current financial situation; identify current and future financial priorities • Wednesday, January 17, 2018 – Finalize school/community priorities and needs; finalize community recommendations and priorities; write draft vision statement • Make-up Day - TBA Don Fritz, The FGR Group, 2017

  4. Regroup Please regroup according to the following criteria: • 5-7 participants per group • A mix of roles and perspectives • A mix of communities • A mix of years in the district • Sit with someone new!

  5. District Mission The mission of the Doniphan-Trumbull Public School – “Committed to Actions That Embrace Progressive Opportunities, Advanced Achievement, Genuine Respect, and Personal Integrity Through Active Community Partnerships” Don Fritz, The FGR Group, 2017

  6. D-T Board Goals • The Doniphan-Trumbull Board of Education Shall Support Effective Education through-out the District. • The school maintains and communicates a purpose and direction that commit to high expectations for learning as well as shared values and beliefs about teaching and learning. • The School operates under governance and leadership that promote and support student performance and school effectiveness. • The school’s curriculum, instructional design, and assessment practices guide and ensure teacher effectiveness and student learning. • Stable governance, management & leadership • A coherent course of study • A reliable system by which to assess students’ progress • Quality instructors who have a clear understanding of what they aim to teach, how and why. • Access to resources they need Don Fritz, The FGR Group, 2017

  7. D-T Board Goals • The Doniphan-Trumbull Board of Education shall develop a comprehensive fiscally responsible budgetary plan. • The school has resources and provides services that support its purpose and direction to ensure success for all students. • The school maintains and communicates a purpose and direction that commit to high expectations for learning as well as shared values and beliefs about teaching and learning. • The School operates under governance and leadership that promote and support student performance and school effectiveness. • Fiscal adoption of Annual Budgets • Forward looking facilities/grounds plan • Continue Transportation Updating Don Fritz, The FGR Group, 2017

  8. D-T Board Goals • The Doniphan-Trumbull Board of Education shall expand educational opportunities PK-12. • The school implements a comprehensive assessment system that generates a range of data about student learning and school effectiveness and used the results to guide continuous improvement. • The school maintains and communicates a purpose and direction that commit to high expectations for learning as well as shared values and beliefs about teaching and learning. • The School operates under governance and leadership that promote and support student performance and school effectiveness • Use of Data • Guaranteed & Viable Curriculum • Researched based Instruction • Assessment/grading system aligned to Curriculum Don Fritz, The FGR Group, 2017

  9. Introductions • Introduce self at table • Review Session III Program Priorities • Make comments, ask for clarifications, or make observations about the Program Priorities • Share with large group. Don Fritz, The FGR Group, 2017

  10. Facility Priorities Small Group Activity 4.1 Critical Question: “What facilities are needed to deliver the Program Priorities for LPS in the future?” • Identify current facilities strengths and challenges • Identify facility priorities for the future? • Chart and share with Large Group Don Fritz, The FGR Group, 2017

  11. Financial Overview Financial Overview Don Fritz, The FGR Group, 2017

  12. School Budgeting • 1.) Classification of funds – • A FUND is classified as any sum of money that is derived from identified sources and set aside for any specified activity or purpose. • 2.) Statute N79-1089 • Nebraska State statute that requires a district to be audited yearly • by a public certified accountant. Report is verified by the state of • Nebraska. Don Fritz, The FGR Group, 2017

  13. 3.) Budget Authority: • Identifies the maximum of funds that a school district can raise. A school districts Budget Authority identifies the total amount of taxable income a district receives and assists in the translation of the allowable levy. The purpose of the “Budget Authority” is to cap an individual school districts allowable expenditures and revenue in the general fund. • 2017-2018 Budget Authority: $ 6,760,031.00 • Actual estimated funds generated: $ 6,652,767.00 • Actual estimated unused: $ 107,264.00 Don Fritz, The FGR Group, 2017

  14. 4.) Valuation of a school districtTaxable value of property, general tangible personal property and • public utility personal property in a district. Don Fritz, The FGR Group, 2017

  15. Valuation of D-T Over Time • School Year • Valuation • 2011 - 2012 • $ 418,177,585 • 2012 - 2013 • $ 460,190,650 • 2013 - 2014 • $ 521,428,530 • 2014 - 2015 • $ 661,884,682 • 2015 - 2016 • $ 747,042,977 • 2016 - 2017 • $ 791,747,588 • 2017 - 2018 • $ 783,191,922 Don Fritz, The FGR Group, 2017

  16. Tax Levy • 5.) Tax Levy: • Identifies the total amount of money that a district can raise through taxable income. Maximum amount is for a district is $1.05. In some instances a district can increase their levy. (Bond or Qualified Capital Purpose Undertaking Fund, or QCPUF) Don Fritz, The FGR Group, 2017

  17. Total Tax Levies • 6.) Taxable school funds - All funds that are acquired through the • collection of taxes. In some cases these individual funds can exceed the 1.05 tax levy. • Current levy - $0.836032 Don Fritz, The FGR Group, 2017

  18. General Fund • A.) General Fund: • Finances all aspects of ”services rendered” by the district. • Receipts are classified by specific source. • Expenditures are classified according to their specific function. • Maintained by all districts in the state with little variance. • Tax Levy for this fund is restricted to $1.05 • Current Estimated General fund for 2017-2018: $ 6,760,031.00 • Average Monthly Expenditures:$ 590,000.00 • Avg. Staff expenditures:$ 474,000.00 • Avg. Services and Consumables $ 116,000.00 Don Fritz, The FGR Group, 2017

  19. Area District Levies/Valuations Don Fritz, The FGR Group, 2017

  20. Special Building Fund • B.) Special Building Fund: • Established for site improvement or to alter, or improve a building. • Restricted to the 1.05 levy • Separate from the general fund. • Provides a more effective means of identifying expenditures associated with construction activities. • Estimated Fund (2017-18) : $ 1,500,000.00 • Current levy: .1000 Don Fritz, The FGR Group, 2017

  21. QCPUF Fund • C.) Qualified Capital Purpose Undertaking Fund: • QCPUF • Established for the removal of environmental hazards, • accessibility barriers, modifications for life safety code • violations, mold abatement and prevention, repayment of • a bond identified for qualified capital purpose. • General Fund is separate from the QCPUF • Requires a majority vote of the board of education. • Exceeds the 1.05 by .035. • Current Balance: $ 1,450,000 • Pay off date: December 2024 • Average yearly payment: $ 205,000 • Current levy: .0225 Don Fritz, The FGR Group, 2017

  22. Bond Funds • D.) Bond Fund • Used to pay principal, interest and other related costs of a bond. (Restricted) • If the balance is not sufficient, the general fund will be accountable to make up the difference. • Revenue from a levy beyond the 1.05 is retained in a separate fund and maintained by the county treasurer. • A financial institution, or the district serves as the fiscal agent of the Bond. • Requires a majority vote of the district • Current balance $ 0.00 • Avg. Yearly Payment $ 0.00 • Pay off NA • Current levy: $0.00 Don Fritz, The FGR Group, 2017

  23. Additional Funds • Student Fee – Money collected through student fees. Fees must be used for the purpose for which they were collected. • Estimated: $4,192 • Depreciation – Established by a district to facilitate eventual capital outlay expenses. / Transfer from the general fund./ The purpose is to spread replacement costs over a period of years. / Considered a component of general fund. • Current estimated amount: $135,000 Don Fritz, The FGR Group, 2017

  24. Additional Funds Activities Fund – Required to account for the financial operations of quasi – student organizations, inter school athletics and all school activities. / General fund covers all deficiencies / divided into multiple accounts. / Can not be used as a “catch all “ for the general fund, must have specific purposes and accounts. • Estimated: $ 446,814.00 School Lunch– Required to facilitate all financial obligations of the lunch program. / Self – sufficient and supported by state and federal reimbursements,($.32 per lunch served)/ can be covered by general fund if necessary / • Estimated: $ 264,234.00 Don Fritz, The FGR Group, 2017

  25. D-T Revenue’s General Fund 17-18 Local Sources $ 5,878,802.00 County Sources $ 30,150.00 State Sources $ 463,837.00 Federal Sources $ 219,978.00 Other $ 60,000.00 Don Fritz, The FGR Group, 2017

  26. D-T Expenditures for 2017-18 All Instruction: $ 2,712,645 Central Administration: $ 228,500 Support Services – Pupils: $ 440,100 Office of the Principal: $ 350,100 Support Services – Staff: $ 150,700 Building Operations: $ 919,089 Special Education: $ 1,102,799 Transportation: $ 245,122 Federal Programing: $ 315,610 Business Services: $ 185,100 Don Fritz, The FGR Group, 2017

  27. Equalization State Aid • Equalization: • Funds generated and received by the state of Nebraska to assist in the operation of a school district. Directly related to student need. Referred to as “state aid”. • State aid = Needs – Resources. • Option enrollment Total State aid Received by D-T= $0.00 • TEEOSA Document • Tax Equity and Educational Opportunities Support ACT Don Fritz, The FGR Group, 2017

  28. Equalization State Aid Don Fritz, The FGR Group, 2017

  29. History of Valuations @ D-T Don Fritz, The FGR Group, 2017

  30. Historical Information @ D-T Don Fritz, The FGR Group, 2017

  31. Tax Asking/Base Salary/Health Insurance Don Fritz, The FGR Group, 2017

  32. D-T Public School Cash Fund Reserves Don Fritz, The FGR Group, 2017

  33. D-T Public School Cash Fund Reserves Don Fritz, The FGR Group, 2017

  34. Financial Priorities Small Group Activity 4.2 Critical Question: “What financial resources are needed to deliver the Program Priorities for LPS in the future?” • Identify current financial strengths and challenges • Identify financial priorities for the future? • Chart and share with large group Don Fritz, The FGR Group, 2017

  35. Next Session • Revisit Program, Facility and Financial Priorities • Develop Draft District Vision Statement • Identify Additional Recommendations • Outline Next Steps Don Fritz, The FGR Group, 2017

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