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1. Thanks for Joining Us! • Listen to audio over your computer speakers. If you are not able to listen via the Internet, you can dial-in by phone using the numbers shown on your screen. • If you disconnect, simply repeat instructions to reconnect to the program. • If listening to audio by phone, you can adjust the volume bypressing *4. • To submit a question, type in the chat window and click “Enter” to send. • CPE and CEU Credits are NOT available for this forum.

2. Welcome to the Third Installment of FYI • Our Intent and Purpose • Strategic Plan Outreach and Mentorship Effort for New and Newer PASBO Members in all aspects of School Business Management • Use PASBO Experts to Help New Entrants • Continuing Series • May 9 at 9:00 a.m. • June 13 at 9:00 a.m. • Who Are You?—Let’s Find Out

3. Jeff Ammerman, PASBO Director of Technical Assistance • Previous business manager at State College Area SD, South Middleton SD, and Philipsburg-Osceola Area SD • Worked in the Business Office at Tuscarora Intermediate Unit • Part of my role at PASBO is to answer questions for members • jammerman@pasbo.org, 717-540-9551

4. Today’s Agenda • What's Due • Calendar of State and Federal Reports • From the Experts • PASBO Tools You Can Use • Resources to Help You • Your Questions Answered • An Open Forum for Your Questions About Topics Covered and Uncovered!

5. Before We Start • The due dates on the calendar are intended as a guide not as absolute deadline dates. • The calendar is a work in progress and will be modified throughout the year. • This is not an “official” calendar although it has been reviewed by PDE.

6. Sources of Filing and Reporting Info • PIMS Data Collection Calendar • http://www.portal.state.pa.us/portal/server.pt/community/pims-pennsylvania_information_management_system/8959 • Comptroller Forms • http://www.portal.state.pa.us/portal/server.pt/community/forms_and_procedures/13472 • Food Service Calendar • http://www.portal.state.pa.us/portal/server.pt/community/national_school_lunch/7487/activity_calendar/964588

11. Today’s Expert, Dr. Timothy J. Shrom, PRSBA • Business manager at Solanco SD since 1982. • Graduate of Octorara HS, Elizabethtown College (B.S. Business Administration) and Penn State University (master’s and doctorate). • Elected to the PASBO Board of Directors in 1995; elected Vice President in 1997; served as President in 1999-2000. • Gary Reeser Award Winner in 2002. • Has served in leadership positions with the PASBO Pension Reform Task Force , Benchmarking, Legislative, Health Care, Conference and ASBO Election Committees.

12. Today’s Expert, Dr. Timothy J. Shrom, PRSBA • Tim is a frequent presenter for PASBO, ASBO International and the Association for Education Finance and Policy. • He is a frequent contributor to PASBO Report. • He resides in Quarryville with his wife, Debbie and daughter Tiffany.

13. Using Data vs Being used by Data You Must Tell a Story • Keep the main thing..... the main thing • Think....Really think.....what is the message you want to deliver.....in what time span • How to do that....Conceptualization.....From data to Visuals with context...... • Try it out on your team BEFORE the board...they learn and so do you • Build it...assign it.... Maintain it....learn from it • Know WHO you are...Know your data

14. Leading Vs. Managing • Schedule time to Visualize from 40,000 feet • Know your data and where you ‘fit’ • Know where you’ve ‘been’...& where going...trends matter • General Fund (GF) Budget • E = R....every time. • Multi-year view...this year plus three • Protect the GF via other funds....NOT the other way around • the Past is a guide; Present is to decide; & the Futureyou get is what you must ride.

15. Data & Visual Impact • Food Service • Facilities • Financials • Transportation • Tax office • Departments • Staffing • Salaries • Benefits • Supplies • Comparables.... • To yourself • To time ( last, this, next) • To Direction (& speed) • To Region • To County • To State • To Nation • To Best in Class • And Many More...

16. 15 Year Bunny Trails!!Share of Total Expenditures for the Average PA School District

17. 10% Lower Salary Share with 2% Higher Benefit Share

18. 4% Share of total----$24 Billion

19. Revenue Bunny Trails too! Avgall 500 Districts

20. Rendell Surge & return to 2003-04 level

21. ARRA

22. ARRA and Edu Jobs...Done.

23. Powerful Pictures Point of 1:1 E = R

24. Food Service metrics

25. Food Service metrics

26. Food Service metrics

27. Food Service metrics

28. Food Service 2012-13

29. Food Service 2012-13

30. Food Service 2012-13

31. Facilities • Energy • Monthly Electric report Cards • Smiley Faces vs Frowny Faces • To each School and Post • Board circulation folder • Monthly is better than quarterly • Daily is better than Monthly • Cost per Square foot • Over time, direction, results • Operations vs Physical plant & Infrastructure.....THEY ARE NOT THE SAME!!

34. Fuel Plus Electric

36. Operations Physical Plant • Keep it Working • Keep it Clean • Keep it Supplied • Preventive Maintenance • Staffing & Productivity View: • Annual to three years • Infrastructure • Capital Planning • ROI • Life Cycle Cost • Predictive Maintenance View: • Annual to ....

37. Transportation

41. Trifecta:Budgeting / Fiscal Outcomes / Negotiations • Budgeting: is the Planning stage on HOW you will best guide towards Positive Fiscal Outcomes...It is NOT a one year activity...it is NOT ( repeat NOT) the measure one should value above Positive Fiscal Outcomes • Positive Fiscal Outcomes: Requires Multi-year view and planning; Positive is defined as sustainable financial underpinning to Programmatic and Departmental choices made by the district...It is tied to student outcomes and your ability to sustain programs for students • Negotiations: No such thing as non-cost item • Know your data, Know your costs, know your revenue streams

43. Salary & Cash...$10.00 Example

44. Salary and Cash II...Real Life..You know your district....

48. Collective bargaining I • Status Quo and on we go.... (steps and advances not required) • Risks...Unfair labor practice...work to contract • PLRB; Lock out.....UIC ...Fact-Finding • Health care costs XX times 8-12% > 2% times salary XX... • Little incentive to settle...no one wants to go “backwards”...few will volunteer a freeze or cuts...you do have to ask.... • The GA to fix this??.....and I have a bridge to sell you...

49. Collective bargaining II • Big dollars are here...period. • Salary vs. ?...going to find out what is more important; what can you sustain? • Cash...and fund balances....Got One? • Direct Benefit linkage ( hard dollars) • Health Care linkage...Federal PPACA .. • PSERS...1/2 way......’and I think it’s going to be a long long time’... • Social Security...decoupling from state participation? • Tuition...Higher Ed budget cuts...B24...why more? • Indirect Linkage

50. Collective Bargaining III • Indirect Linkage • Mentorship and data literacy • In-service; curriculum and differentiated instruction • Evaluation and training; departmental curricular alignment • For the New hire.....Vision the future.....IFO. • Retirees & Property Tax....demographic trending ; IFO... EIT and Revenue authority? • Health Care Cost...OPEB??....who cares?? • PPACA....whatever it is, it will be costly... • Private sector...HDHP...what’s next? ...public sector....on-behind...not for long..(tjs) • Total compensation...DC dollars....large chunks of future dollars NOT flowing to salary...