Long-Range Financial Plan and 2011/12 Budget Development

1. Long-Range Financial Plan and 2011/12 Budget Development January & February, 2011 Los Alamos Public Schools Long Range Financial Planning Committee – Updated: 2/17/11

2. Background Information • History of declining enrollment identified by Mary McLeod in 2009 • Cut or Keep Meetings held in 2009/2010 • April 2010 Budget Meeting • Non-negotiable Goals • 100% of students will graduate • 100% of students will achieve at least one year of measureable academic growth • 100% of schools will be safe and civil

3. How Schools Are Funded in NM • State Equalization Guarantee (SEG) • Based on 80-day and 120-day student count from previous year • Has been reduced for the past two years. • Was reduced in February of 2010 after the 2009/2010 budget had already been in effect for over 7 months! • Was reduced in August of 2010 after the 2010/2011 budget had been approved and was in effect for 1 month. • Federal stimulus funds are being used to offset the largest part of the reduction.

4. Additional LAPS Funding • $8 million from DOE • Has remained the same since 1999 • Continues through 2014

5. Lease-revenue Funds • In 2007, Board decided to make a concerted effort to discontinue the use of lease-revenue funds for operational expenses • Have been used the last two years to help offset the cuts in the SEG. • Should net approximately $1.5 million per year IF the leases continue (can be cancelled at any time with 6 month notification).

6. What About Bond Funds? • Bonds • Must be approved by the community every 4 Years. • Can only be used for large capital expenses (bricks and mortar). • Can NOT be used for operational costs.

7. Referendum • Must be approved by the community every 6 Years. • Can only be used for building maintenance/repair, technology hardware, other large expenses. • Can NOT be used for operational costs.

8. Funding Summary

9. LAPS Enrollment vs. Funding History

10. Enrollment and Staffing Trends

11. How is the money spent now? Utilities, communication services, and liability insurance accounts for approximately $1.5 million of the “Other Costs”. Direct Student Costs include costs for classroom teachers, specials teachers, nurses, counselors, OTs/PTs and IAs All shades of blue indicate personnel costs.

12. Committee Makeup • Original Members • Gene Schmidt • Paula Dean • John Wolfe • Melanie McKinley • Kevin Honnell • Ellen Mills • Ken Johnson • Kim Selvage • Kelly Myers • Mike Schick • Shawn Hailey • Expanded Members • Gerry Washburn • Rex Kilburn • Sandy Warnock • Jennifer Guy • Jenny Diesburg-Lathrop • Wyatt Dumas • Sally Shockey • Anita Boshier • Debbie Elliot • Ken Holmes • Cheryl Smith-Ecke • Dawn Jalbert • Keith Rosenbaum • Stephanie Rittner • Ereyna Benelli • Naomi Unger • Dawn Jones • Jenn Schmierer • Kate Kettering • Lisa Mietz • Suzanne Lynne • Ronda Harmon • Vicki Nelms • JeffSargent • Dean Obermeyer

13. Committee Goals • Develop an austerity budget. • Develop a list of program elements that the district would like to utilize. • Develop a cost associated with each program element. • Develop a rubric to evaluate each program element. • Evaluate each program element using rubric. • “Layer” the elements into a financial plan for the 2011/2012 school year. • Communicate the plan to the public.

14. Committee Timeline Committee Timeline • Austeritybudget: Done • Program elements: November 2010 • Program costs: December 2010 • Rubric: December 2010 • Program elements evaluation using rubric: February 2011 • Financial plan: March 2011 • Communication of plan to public: April 2011 • Budget Decision by Board: April/May 2011

15. Creating a Rich Public Education Makes LAPS best in the land Adds desirable elements Important to meet district goals Essential for Student Achvmt Just legal – funded by SEG

16. What is an Austerity Budget? • Only contains those program elements required by law. • NOT HOW WE WANT OR PLAN TO RUN OUR DISTRICT!!

17. Austerity Budget – Slide 1

18. Austerity Budget – Slide 2

19. Austerity Budget • The sobering reality? • The Austerity Budget would require approximately $24.4 million of funding. • The SEG (including Federal Stimulus Funds) is providing us with $24.6 million in 2010/11! • In other words, the state barely gives us enough money for the minimum required by law. • This begs the question, “Is New Mexico really funding an adequate education for students across the state?” • Fortunately we still have the $8 million from DOE. Without it, our students’ educational future would be bleak indeed!

20. Evaluation Rubric • Six Criteria: • Contributes to staff morale and effectiveness. • Facilitates core student learning and achievement. • Promotes development of personal and life skills. • Promotes learner engagement and attendance. • Facilitates a safe, civil, and healthy environment. • Promotes enhanced learning beyond the fundamentals.

21. The Rubric

22. Rubric → On-line Survey One you sign-up for the survey, you’ll receive an email with a link Click on the link and you’ll automatically be taken to the survey. Q: Why the email link rather than a direct connection thru a web browser? A: Because the email link enables the survey to save your results as you go along, so you can take breaks and pick up where you left off!

23. Clicking on link takes you to survey

24. Survey, continued –Select all that apply.

25. Survey – Typical Question Format } Same evaluation criteria appear for each question in survey

26. Survey – Another Question Continue through all the questions in the survey. If you use the email link to connect with the survey, it will save your results as you go along, so you can take a break at any time, click on the email link, and be right back where you left off!

27. Where do we go from here? • Using the Rubric • LRFPC Members complete rubric (done) • Community information and meetings (scheduled end of January and beginning of February) • Completed rubrics are submitted (by 3/6/11) • Analyzing the Rubric • Collect the data (throughout February into March) • Committee meets to analyze results (scheduled 3/1 and 3/15) • Making the Decisions • School Board reviews recommendations (anticipated for 3/24) • 2011-12 budget developed (April 2011) • Long-range plans created (future)

28. Questions? Makes LAPS best in the land Adds desirable elements Important to meet district goals Essential for Student Achvmt Just legal – funded by SEG