SBDM Budget Data Sources

1
SBDM Budget Data Sources
2
School District Data

• At Risk
• ECE S/C
• Fee Waivers
• Human Resources
• Staff Certification Lists, applications for
  re-employment, contracts

• Demographics
• Student Enrollment Projections
• Attendance
• Projected ADA
• Total Ktgn. Gr.1-5 _at_ Elementary Level
• At Risk Students (w/out ECE S/C)

3
Financial Planning Management JCPS Site-Based
Allocation Formula
4
JCPS FY 04-05 Budget Changes

• At-Risk Allocation All receive at least partial
  allocation (qualified for free / reduced lunch)
  in Feb. Aug.
• Lead Custodian ValueSeparate values for
  custodians and lead custodians
• Carryover Must submit plan for all carryover
  funds, approved by SBDM, based on needs
  identified in CSIP

5
Budget Decisions Instructional Needs
6
Student Data Drives Decisions

• Student attendance records and projections base
• Instructional needs determined by CATS data
  analysis
• Disaggregated data reveals achievement gaps
• CSIP developed
• SBDM reviews, adjusts, approves

7
KRS 157.360 Base Funding Level Adjustment
Enforcement of Maximum Class Size Allotment of
Program funds

• Base appropriated / prior yr. ADA
• Districts receive per student ADA
• AT Risk must pay for
• Alternative programs
• Hazardous Duty pay
• types of ECE specific weights
• Transportation costs

8
KRS 157.360 Base Funding Level

• SEEK fully implemented by FY 94-95
• Max. class sizes
• Primary 24
• 4th grade 28
• 5-6th grades 29
• 7-12th grades 31
• Max. 150 pupil hours per day _at_ middle high
  school levels
• (Some exemptions may be approved)

• KY BoE adoption of Regs. provision for
  exemptions
• Enforcement of ECE max. / caps (no exemption or
  waiver allowed if effects negative to ECE
  student)
• Max. for combined grades (no exceptions)
• No ungraded primary graded in same class
• Max 2 grade levels in combined class

9
KRS 157.360 Base Funding Level

• If SBARC determines ECE LRE is in private
  placement, student counts in ADA if approved
• Pupils in coop. Placement / centers considered in
  ADA of each (dist center)
• Funding increase _at_ 2nd month if ADA is greater
  than prev. yr. ( increase by increase)
• ADA decrease gt 10

• ADA decrease gt 2
• Instructional salaries for Vocational Ed.
• Agriculture teachers must submit annual plan
• Home / hospital program funds
• Reimbursement for H/H instruction
• P1 assistants per 24 full time P1 students
• No deduction against base funding re ADA if
  student in career / Voc. Ed. facility

10
KRS 158.649 Law on Reducing Achievement Gaps

• Gap substantive CATS performance difference
  between various groups (ECE, minority, F/R, ESL)
• Nov. 1 CATS data presented to SBDM
• Dec. 1 (02 2yr after) Biennial targets

• Feb. 1 (03 odd yrs.) SBDM set targets submitted
  to Super., then Board of Education
• April (03 odd yrs.) Review data revise CSIP
• Public Meeting
• Determine if targets are met
• Address how academic needs will be met

11
SBDM staffing dilemmasKelly Koch
12
(No Transcript)
13
(No Transcript)
14
(No Transcript)
15
(No Transcript)
16
(No Transcript)
17
Tough Decisions

• Your principal and administration are able to
  assess the situation prior to presenting to SBDM.
• It is important to remember this is not personal.

18
Decisions and Decision Makers

• Only so much money is allotted to each school for
  salary.
• It is possible to buy a person with a grant or
  other funds, however the long term needs of a
  school need to be considered.

19
Seniority Matters

• Since JCPS teachers are members of an union, JCTA
  has guaranteed representation. No one can be let
  go from the county due to budgeting issues if
  they have a standing contract. However, budgeting
  may affect where you are staffed

20
2004-2005 Budget

• The budget shortfalls are expected to be minimum
  for our school because of grant and CSIF funding.
  However other schools wont be as lucky.
• State grants are on the chopping block too, such
  as, YSC and behavior coaching programs.

21
How much involvement is appropriate?Lynn Johnson
22
The Bylaws

• Composition
• SBDM consists of 3 teachers, 2 parents, and 1
  principal/ administrator.
• You can increase these numbers but they have to
  be proportional (6 teachers, 4 parents, 2
  principals/administrators, and one non-voting
  classified staff member).

23
Input from Non-Council Members

• Outside parties may recommend items by submitting
  a written report 48hrs prior to the meeting.
• Once there, they need to sign in and specify
  their topic of interest.
• They are then given three minutes to speak on
  their topic of choice.
• Input/Reactions will be allowed and discussed
  before Council makes a decision.

24
Terms of Office

• If Council is on one-year terms, the members may
  serve for as many as they are elected.
• If it is a two-year term, you may only serve one
  term but my not be reelected to serve consecutive
  terms.
• Terms cannot exceed that of a two year.

25
The Standing Committees

• Technology
• Equity
• Attendance
• Parent Community /Marketing

• Academic Performance
• School Climate
• Health Promotion
• Media Center

26
How does the principal direct the completion of
the budget?
27
Budgeting

• It is not required but it is best practice.
• School councils do have required decision making
  responsibilities regarding of personnel which
  directly affects the budget.

28

• Major driving force - CSIP
• Need as much stakeholder input as possible
• Role of principal capacity builder (teachers
  teach, not principals)
• Convince teachers they have the right,
  responsibility, and capacity to serve as leaders

29
SBDM Law
30
Ten Areas for policy adoption.

• Determination of curriculum
• Assignment of all instructional and
• non-instructional staff time
• Assignment of students to classes and programs
  within the school
• Determination of the schedule of the school day
  and week
• Determination of use of school space during the
  school day

31
Ten Areas (continued)

• Planning and resolution of issues regarding
  instructional practices
• Selection and implementation of discipline and
  classroom-management techniques
• Selection of extracurricular programs and
  determination of policies relating to student
  participation

32
Ten Areas (continued)

• Procedures consistent with local school-board
  policy for determining alignment with state
  standards, technology utilization, and program
  appraisal
• Consultation with the principal for hiring of
  personnel other than the principal

33
SBDM Law (KRS 160.345) also allows authority in
the following

• Determination of the local school budget
• Choosing whether or not to implement a committee
  structure
• Responsibility to determine textbooks and
  instructional materials (with teacher input)
• Hiring the school principal from the list of
  candidates recommended by the superintendent

34
SB 226 did not pass

• There might possibly be language added to an
  existing piece of legislation, but as of now,
  there is no change in principal selection.

35
Things to consider when creating policies

• Is this within the authority of SBDM? If not,
  have we gained a waiver?
• Will this positively affect the achievement of
  all students?
• Does this reflect good educational practices?
• Does this reflect what is best for our school?
• Is the policy clear and easily understood?
• Are there health and safety issues to consider?
• Are there any legal or financial liabilities to
  consider?
• Are there contractual issues that must be
  considered?
• Can the policy be administered and enforced?
• Is the policy consistent with state an/or federal
  laws and regulations?

36
SBDM does not have the authority to create
policies in the following

• Personnel Evaluations
• Setting graduation requirements
• Deviate from the Pupil Progression, Promotion,
  and Grading Guidelines from the JC Board of Ed
• Councils cannot establish a policy to pay their
  members
• Procedures for removing Council members should
  not be part of the bylaws or schools policies

37
Ward Davis
How the Principal Involves Budget and Non-budget
Members.
38

• Objectives of this Section
• Discuss the different methods that are employed
  toward budget construction.
• 2. List the contributing factors involved in
  determining a schools budget allocation.
• 3. Describe the various committees involved in
  determining the yearly budget i.e. staffing
  scheduling, and budget.
• 4. Discuss the method used to involve
  non-committee members and staff in the budget
  process.

39

• Methods of Involvement
• SBDM may opt to formulate the budget themselves.
• 2. SBDM may task Budget Staffing/scheduling
  committees to present a budget for approval.
• 3. SBDM may allow the principal to construct
  the budget.

40

• The Principal involves the following committees
  and personnel
• 1. Budget Committee
• 2. Staffing and Scheduling
• 3. Parent, Teachers, and community
• leaders
• 4. SBDM for final approval.

41

• The allocated budget is comprised of the
  following
• - Per pupil allocation Past and projected ADA.
• - Base allocation funds required for
  administrative,
• counseling, clerical, and custodial
  needs.
• - Fee waiver allocation Pays for fees for
  students on
• free or reduced lunches.
• - At-risk allocation ECE, EBD,etc. students
  that receive fee waiver.

42

• The allocated budget is comprised of the
  following
• - Site based allocation For the hiring of Plant
  operators and custodians.
• Budget carryover plan must be submitted for its
  use regardless of amount.
• Activity fund any funds obtained from soda/candy
  machines, and bookstore sales.

43

• Budget Committee
• The principal shall task the budget committee
• to complete a school-wide needs assessment and
  input involving
• a. Teachers
• b. Parents
• c. Local community

44

• Budget Committee (continued)
• 2. Input is centered on
• a. Hiring of certified personnel
• b. Hiring of Classified personnel
• c. Purchase of instructional materials/supplies.
  
• d. Activity Funds
• e. Professional development
• f. Equipment

45
Budget Committee (continued)

• 3. Determines what instructional materials will
  be
• required for the following school year,
  including
• - Library needs - Textbooks
• - General supplies - Teaching supplies
• - Replacement Equipment - New equipment

46
Budget Committee (continued)

• 4. Receives input from the Principal for
• - Copy paper and supplies
• - Common instructional supplies
• - Administrative needs
• - Service and maintenance contracts such as
  copier
• repairs.

47
Staffing and Scheduling Committee

• Determines the levels of certified teachers and
  classified staff required to fill the next school
  year needs.
• a. Determined by
• (1) School improvement plan/consolidated plan
• (2) District initiatives
• (3) Retirements/vancancies/ transfers

48
Input from Non-Budgetary Sources

• The SBDM will require input solicited from the
  following groups through special meetings
  concerning the budget.
• Parent/Teacher Association
• Community Leaders
• Teachers
• Parents

49
SBDM Functions

• Once input has been received from the budget and
  Staffing Scheduling Committees, the SBDM will
  vote on the inputs.
• 1. Recommended two reading process before
• approval of the budget.
• 2. Approved budget is then submitted to the
• Principal who then submits copies to the
• superintendent and the school community.

50
Amendments to the Budget

• The Principal may amend the budget with the
  approval of the SBDM on two occasions
• 1. During the fifth pupil day.
• 2. During the mid-year point in January.
• This requires referring back to the consolidated
  plan and involving the committees
  (budget/staffing) to reassess the budgetary needs.

51
Mock meeting and choices
52

• What is your vision as a future principal?