Board Special Meeting...Jan 24, 2018 · – Review 2016 -17 final numbers ... Increase Per Student...

Special meetings of the Board, including work sessions and retreats, may contain discussion and/or action related to the items listed on the agenda. Executive sessions are closed to the public per RCW 42.30. *Times given are estimated.

Board Special Meeting Work Session: Budget Wednesday, January 24, 2018, 4:30 – 6:00pm Board Auditorium, John Stanford Center 2445 – 3rd Avenue South, Seattle WA 98134

Agenda

Call to Order 4:30pm Work Session: Budget 4:30pm Adjourn 6:00pm*

Budget January 24, 2018

School Board Work Session Cover Memo

Lead Staff: JoLynn Berge, 206.252.0087; [email protected]

Purpose

1. Review of 2018-19 Projections and Timeline and consensus to date 2. SMART Goal 3 – Follow up data analysis

– Eric Anderson presenting 3. Impacts of K-3 staffing increases 4. Review and Discussion of “Items that Need a Decision” 5. Outcomes - Consensus on “Items that Need a Decision”

Outcomes

• SMART Goal 3 – direction on data analysis for program summaries • Understanding of impacts of increased K-3 staffing • Consensus on other recommendations listed under “Items that Need a Decision” for

2018-19

Next Steps

Next work session will be held on Feb 28, 2018

• Staff will review any decisions to date • Staff will ask for consensus on any remaining “Items that Need a Decision”

mailto:[email protected]

Budget Work Session

January 24, 2018

1. Review of 2018-19 Projections and Timeline and consensus to date

2. SMART Goal 3 – Follow up data analysis– Eric Anderson presenting

3. Impacts of K-3 staffing increases4. Review and Discussion of “Items that

Need a Decision”5. Outcomes - Consensus on “Items that

Need a Decision”

Agenda

Budget Work Session January 24, 2018 Presented by JoLynn Berge 2

• SMART Goal 3 – direction on data analysis for program summaries

• Understanding of impacts of increased K-3 staffing

• Consensus on other recommendations listed under “Items that Need a Decision” for 2018-19

Outcomes


Review of 2018-19 Projections and Timeline


• October 25, 2017 - Budget Work Session• November 29, 2017 - Budget Work Session

– Review 2016-17 final numbers

• December 13, 2017 - Budget Work Session• January 10, 2018 - Budget Work Session to review recommendations

– Review WSS Changes– Review Overall major budget changes

• January 8 to March 8??? - State Legislative Session• January 24, 2018 - Budget Work Session

– Consensus on budget

• January 15 to February 16 - Central budgets developed• February 28, 2018 - Budget Allocations to Schools/ Budget Work Session• March 28, 2018 - Budget Work Session• May 2018 - Final General Fund Balancing, Budget Book development• May 2, 2018 - Budget Work Session• June 11, 2018 - Board Action Report and Budget Resolution to A&F• June 27, 2018 - Introduce Budget to Board• July 2018 – Required Public Hearing• July 11, 2018 - Board Action to adopt school year 2018-19 budget

FY 2018-19 Budget Development Calendar


FY18-19 Projected BudgetFY18-19 Major Budget Changes (Dollars in Millions) Surplus/(GAP)

Items Required or Previously DecidedMaterials, Supplies, Operating Costs (MSOC) $1.20State Salary Allocations $86.70Operations Levy $21.70Operations Levy $2,500/fte vs status quo ($60.50)Grades K-3 Student:Teacher ratio ($14.40)Grades K-3 Assistant Principals ($1.20)24 Credit Graduation ($9.00)Labor cost increases ($15.10)City of Seattle two-tier busing grant expires ($2.30)Onetime Funds to balance FY17-18 ($29.90)Items funded for FY17-18 only $6.00Ongoing Legislative funding not planned for expenditures in 2017-18 $11.20Items < $1.0M ($4.50)FY18-19 Current Budget GAP ($10.10)

Items for which concensus has been reachedWSS ($4.00)

Total ($14.10)


3 yr projections

$ in millionsResourcesExpendituresBudget GAP

2018-19$900.4$928.6($28.1)

2019-20$915.4$936.8($21.4)

2020-21$937.1$940.3($3.2)

16-17 Avg Salaries3Si Slide 18R1801

CAS$125,342$126,887

CIS$70,554$73,808

CLS$49,667$61,735

Levy EstimatesPre HB 2242Pre HB 2242HB 2242

$ in millions(no cliff)(with cliff)$2,500/pupil

2017-18$218.6$218.6$218.6

2018-19$239.3$210.6$178.8PPI, K-3, LAP, Pension

2019-20$251.9$195.9$135.6

2020-21$261.2$203.1$140.2

Surplus-Gap

FY18-19 Major Budget Changes (Dollars in Millions)Surplus/(GAP)

Items Required or Previously Decided

Materials, Supplies, Operating Costs (MSOC)$1.20

State Salary Allocations$86.70

Operations Levy$21.70

Operations Levy $2,500/fte vs status quo($60.50)

Grades K-3 Student:Teacher ratio($14.40)

Grades K-3 Assistant Principals($1.20)

24 Credit Graduation($9.00)

Labor cost increases($15.10)

City of Seattle two-tier busing grant expires($2.30)

Onetime Funds to balance FY17-18($29.90)

Items funded for FY17-18 only$6.00

Ongoing Legislative funding not planned for expenditures in 2017-18$11.20

Items < $1.0M($4.50)

FY18-19 Current Budget GAP($10.10)

Items for which concensus has been reached

WSS($4.00)

Total ($14.10)

Items that need a decision

Instructional Materials adoptions($5.00)

SMART GOALS/Formula for Success($3.00)

Fall enrollment/Equity Funds($2.00)

Increase Economic Stabilization Fund above minimum 3% to 3.6%($4.50)

Non-Capital infrastructure($4.00)

Sub total for these items($18.50)

Total Previously Decided($14.10)

Total Projected Deficit($32.60)

18-19 solution

FY18-19 Current Budget Gap (Dollars in Millions)$ (32.60)

Onetime use of FY17-18 Legislative resources carried forward $ 11.2

Onetime use of FY16-17 Assigned Fund Balance ($10m split over 2 years)$ 5.0

Onetime use of FY16-17 Unassigned Fund Balance$ 4.0

FY17-18 Projected underspend$ 12.4

FY18-19 Budget GAP balance after solutions$ - 0

FY19-20

FY19-20 Current Budget Gap (Dollars in Millions)Surplus/(Gap)



National Board Certified Teacher bonus($3.60)

Operations Levy $2,500/fte in 2019, $2,545/fte in 2020($43.20)


WSS Enrichment($1.00)

Core Staff and Operating Costs for opening Lincoln HS($2.10)



FY20-21




Operations Levy $2,545/fte in 2020, $2,593/fte in 2021$4.50




Items < $1.0M($0.60)


FY18-19 Projected Budget

Items that need a decisionInstructional Materials adoptions ($5.00)SMART GOALS/Formula for Success ($3.00)Fall enrollment/Equity Funds ($2.00)Increase Economic Stabilization Fund above minimum 3% to 3.6% ($4.50)Non-Capital infrastructure ($4.00)Sub total for these items ($18.50)Total Previously Decided ($14.10)Total Projected Deficit ($32.60)


3 yr projections


2018-19$900.4$928.6($28.1)

2019-20$915.4$936.8($21.4)

2020-21$937.1$940.3($3.2)


CAS$125,342$126,887

CIS$70,554$73,808

CLS$49,667$61,735



2017-18$218.6$218.6$218.6

2018-19$239.3$210.6$178.8PPI, K-3, LAP, Pension

2019-20$251.9$195.9$135.6

2020-21$261.2$203.1$140.2

Surplus-Gap















Items < $1.0M($4.50)



WSS($4.00)

Total ($14.10)










18-19 solution







FY19-20











FY20-21








Items < $1.0M($0.60)


FY18-19 Potential Solutions

FY18-19 Current Budget Gap (Dollars in Millions) $(32.60)


Onetime use of FY16-17 Assigned Fund Balance ($10m split over 2 years) $ 5.0

Onetime use of FY16-17 Unassigned Fund Balance $ 4.0

FY17-18 Projected underspend $ 12.4

FY18-19 Budget GAP balance after solutions $ -


• Estimated until 2018-19 enrollment is determined

WSS $4m Recap


WSS $4m RecapTitle I and LAP staffing used in Assistant Principal Allocations $1,050,000Increase Equity Allocation $123,000Increase Per Student Allocation $114,000Lower class size for Middle Schools to 29:1 $1,812,000

STAR Mentors - required by contract when increasing staff $526,000Sub total for these items $3,625,000

3 yr projections


2018-19$900.4$928.6($28.1)

2019-20$915.4$936.8($21.4)

2020-21$937.1$940.3($3.2)


CAS$125,342$126,887

CIS$70,554$73,808

CLS$49,667$61,735



2017-18$218.6$218.6$218.6

2018-19$239.3$210.6$178.8PPI, K-3, LAP, Pension

2019-20$251.9$195.9$135.6

2020-21$261.2$203.1$140.2

Surplus-Gap















Items < $1.0M($4.50)



WSS($4.00)

Total ($14.10)










18-19 solution







FY19-20











FY20-21








Items < $1.0M($0.60)


Recap WSS

WSS $4m Recap

Title I and LAP staffing used in Assistant Principal Allocations$1,050,000

Increase Equity Allocation$123,000

Increase Per Student Allocation$114,000

Lower class size for Middle Schools to 29:1$1,812,000

STAR Mentors - required by contract when increasing staff$526,000

Sub total for these items$3,625,000

Equity Allocation

Based on free and reduced lunch

2017-182018-19 w/IPD

Kindergarten$ 213.85$ 213.85

Grades 1-3$ 243.35$ 243.35

Grades 4-5$ 309.71$ 309.71

Grades 6-8$ 535.85$ 535.85

Grades 9-12$ 548.14$ 548.14

District wide total$ 7,680,794$ 7,803,687

Increase$ 122,893

Implicit Price Deflator (IPD)1.6%

Equity Allocation

Equity AllocationBased on free and reduced lunch

2017-18 2018-19 w/IPDKindergarten 213.85$ 217.27$ Grades 1-3 243.35$ 247.24$ Grades 4-5 309.71$ 314.67$ Grades 6-8 535.85$ 544.42$ Grades 9-12 548.14$ 556.91$

District wide total 7,680,794$ 7,803,687$ Increase 122,893$

Implicit Price Deflator (IPD) 1.6%


3 yr projections


2018-19$900.4$928.6($28.1)

2019-20$915.4$936.8($21.4)

2020-21$937.1$940.3($3.2)


CAS$125,342$126,887

CIS$70,554$73,808

CLS$49,667$61,735



2017-18$218.6$218.6$218.6

2018-19$239.3$210.6$178.8PPI, K-3, LAP, Pension

2019-20$251.9$195.9$135.6

2020-21$261.2$203.1$140.2

Surplus-Gap















Items < $1.0M($4.50)



WSS($4.00)

Total ($14.10)










18-19 solution







FY19-20











FY20-21








Items < $1.0M($0.60)


Recap WSS

WSS $4m Recap


Increase Equity Dollars$123,000





Equity Allocation

Based on free and reduced lunch

2017-182018-19 w/IPD


Grades 1-3$ 243.35$ 247.24

Grades 4-5$ 309.71$ 314.67

Grades 6-8$ 535.85$ 544.42

Grades 9-12$ 548.14$ 556.91


Increase$ 122,893


Per Student Allocation

Per Student DiscretionaryBased on October 2017 enrollment

2017-18 2018-19 w/IPDKindergarten 93.50$ 95.00$ Grades 1-3 93.50$ 95.00$ Grades 4-5 93.50$ 95.00$ Grades 6-8 193.50$ 196.60$ Grades 9-12 193.50$ 196.60$

District wide total 7,136,985$ 7,251,177$ Increase 114,192$

Implicit Price Deflator (IPD) 1.6%


3 yr projections


2018-19$900.4$928.6($28.1)

2019-20$915.4$936.8($21.4)

2020-21$937.1$940.3($3.2)


CAS$125,342$126,887

CIS$70,554$73,808

CLS$49,667$61,735



2017-18$218.6$218.6$218.6

2018-19$239.3$210.6$178.8PPI, K-3, LAP, Pension

2019-20$251.9$195.9$135.6

2020-21$261.2$203.1$140.2

Surplus-Gap















Items < $1.0M($4.50)



WSS($4.00)

Total ($14.10)










18-19 solution







FY19-20











FY20-21








Items < $1.0M($0.60)


Recap WSS

WSS $4m Recap


Increase Equity Dollars$123,000





Per Student Discretionary

Based on October 2017 enrollment

2017-182018-19 w/IPD


Grades 1-3$ 93.50$ 95.00

Grades 4-5$ 93.50$ 95.00

Grades 6-8$ 193.50$ 196.60

Grades 9-12$ 193.50$ 196.60


Increase$ 114,192


SMART Goal 3 – Follow up on Data Analysis

Presentation by Dr. Eric Anderson

12

REA DepartmentPerformance Measurement &

Accountability Research & Evaluation

Accountability

District Surveys Program Review Strategic Research Data & Technical Assistance

• District Scorecard

• School Reports

• Principal

Scorecard

• WSS Equity Tiers

• Tableau Dashboards

• School Climate

• Central Office

Surveys

• Other District Surveys

• Program

Summaries (descriptive data of student outcomes)

• Program Reviews (mixed methods research and analysis – internal and external)

• Data Briefs

(e.g., gap analysis)

• EOG Research (e.g., gap closing schools in math, 8th grade Algebra)

• Research Partnerships (e.g., Racial Equity Teams, PIMSELA)

• External Research Review (approval of applications)

• Data Requests

(for district leadership and Communications)

• Technical

Assistance (for departments – e.g., survey design)

Eric M. Anderson, Ph.D., Director Jessica K. Beaver, Ph.D., Senior Research Scientist Anna Cruz, M.Ed., Lead Statistical Analyst Tim Schuringa, M.P.A., Perf. Measurement & Accountability Project Manager 13

Program Review: AnalysisCategorizationof Special Programs for Review

Category Examples Description

Student services Special EducationEnglish Language LearnersHighly CapableBehavioral Health

Services and supports that follow all students regardless of the school attended

Educational programs

Proyecto Saber International BaccalaureateSummer SchoolElementary instrumental music

Educational programs offered in some schools but not others

Option schoolsK-8 schoolsInternational SchoolsSTEM schools

Schools families can request during Open Enrollment and students apply to attend

Alternative and non-traditional schools

NovaMiddle CollegeInteragencyCascade Parent Partnership

Alternative Learning Experience (ALE) schools for students

School staffing

Career ladder teachersSTAR mentorsElementary counselorsLibrarian servicesFamily support workers

FTE positions and stipends for school-based educational staff

Non-educational programs

Custodial overtimeResource conversation programAthletic transportationBuilding rentals

Other investments not directly linked to educational services and programming

14

• Program Summaries (Budget Office):– Purpose– History– Schools and students served– FTEs/stipends/expenditures and funding sources

• Adding Student Outcomes (REA):– Descriptive summary of student outcomes (template)

• Schools (e.g., option schools, alternative schools)• Student Services (e.g., HCC, SpEd, ELL)• Educational programs with student identifiers in SIS (e.g., IB)

Program Summaries


Study Type • Design: best practices research (literature reviews, case studies, benchmarking)• Implementation: stakeholder perceptions, observations of practice• Impact: statistical analysis of program effects on student outcomes

Depth of Analysis• Level 1: Basic descriptive statistics, qualitative scan (e.g., teacher survey)• Level 2: More sophisticated and in-depth quantitative and qualitative research

and analysis (e.g., quasi-experimental impact analysis, school site visits).

Duration• Short cycle: 3 to 6 months• Longer cycle: 6 to 12 months (or multi-year)

Internal or External• Internal: Lead is Research & Evaluation Dept.• External: Lead is Contracted Researchers (e.g., Hanover Research)

Typology of Program Reviews


Developing an Annual Work Plan

• Prioritization– Identifying programs of interest– Feasibility of review

• Typology determination– Specify research questions– Timelines for decision-making– Sensitivity of topic

• Staffing and resourcing


Prioritization for Review

Developing an Annual Work Plan Program Significance

• Costs• Public interest• Concerns about ROI • Interest in scaling up

Feasibility of Analysis• Link to measureable outcomes• Data quality, accessibility• Program dosage


Typology Determination

Developing an Annual Work Plan What are Actionable

Decision-Points?• Timelines for decisions• Depth and type of

information needed to inform those decisions

Sensitivity of Topic• Highly visible topics may be

best candidates for external reviews


Policy 2090 (update this spring)• Outlines purposes for program evaluation• Outlines typology of program reviews• Outlines district commitment to creating an annual research

action plan for program review/evaluation

Superintendent Procedure (formalize next year)• Outlines criteria and steps in prioritization process • Timelines for creating and implementing annual research

plan (given available funding and resources)

Policy 2090/Supt. Procedure


Active Program Review Projects• ELA Adoption (multi-year, in-depth study)• Seattle Pre-School Program (Level 1 basic analysis this year)Potential Program Review Projects• International Baccalaureate (IB)• Student Services: RFP for External Contractor (SpEd, HCC, ELL)

* * *

Note: This is in addition to other projects:• Strategic Research (e.g., 8th gr. Algebra, Instructional Technology)• External Research Partnerships (e.g., Racial Equity Teams)

2017-18 Program Reviews


• Program Summaries: Project proposal for new report templates (in partnership with DoTS)

• 2017-18 Research Action Plan (program reviews + other Projects) – C&I Committee

• RFP for External Research Contractor

• Budget cycle: proposal for additional REA Analyst

• Policy 2090 revisions

Next Steps – Winter 2018


Impacts of K-3 Staffing Increases


• Parents will expect lower class sizes– Not always possible due to lack of space– Not necessarily what the school may identify as needed to

close gaps

• Developmental and SPP Preschool will not be impacted

• Likely impacts to some CBO preschool programs• Impacts to before and after school care



• Analysis is completed on space availability

• Some limited resources available to repurpose space, but will need to be prioritized

• Look to move before and after school care to multi use space, if at all possible



• Schools and principals will be given direction on the use of funds

• We are working closely with Communications on messaging to CBO’s, families and other partners

• Directors will get calls/emails!



K-3 Class Staffing for 2018-19

2017-18 2018-19

Grade level

Non-high Poverty (less than

50%) High Poverty

(50% or more)

Proposed Non-high Pov (less than

40%)

Proposed High Pov (greater than 40%,

less than 75%) Proposed Highest Pov

(greater than 75%)

Kindergarten 22 20 20 18 18

1st Grade 24 20 20 18 18

2nd Grade 25 21 21 20 18

3rd Grade 25 24 24 20 18


Review and Discussion of “Items that Need a Decision”


FY18-19 Projected BudgetFY18-19 Major Budget Changes (Dollars in Millions) Surplus/(GAP)

Items Required or Previously DecidedMaterials, Supplies, Operating Costs (MSOC) $1.20 State Salary Allocations $86.70 Operations Levy $21.70 Operations Levy $2,500/fte vs status quo ($60.50)Grades K-3 Student:Teacher ratio ($14.40)Grades K-3 Assistant Principals ($1.20)24 Credit Graduation ($9.00)Labor cost increases ($15.10)City of Seattle two-tier busing grant expires ($2.30)Onetime Funds to balance FY17-18 ($29.90)Items funded for FY17-18 only $6.00 Ongoing Legislative funding not planned for expenditures in 2017-18 $11.20 Items < $1.0M ($4.50)FY18-19 Current Budget GAP ($10.10)

Items that need a decisionInstructional Materials adoptions ($5.00)WSS ($4.00)SMART GOALS/Formula for Success ($3.00)Fall enrollment/Equity Funds ($2.00)Increase Economic Stabilization Fund above minimum 3% to 3.6% ($4.50)Non-Capital infrastructure ($4.00)Sub total ($22.50)Total Projected Deficit ($32.60)


FY18-19 Potential Solutions

FY18-19 Current Budget Gap (Dollars in Millions) $(32.60)


Onetime use of FY16-17 Assigned Fund Balance ($10m split over 2 years) $ 5.0

Onetime use of FY16-17 Unassigned Fund Balance $ 4.0

FY17-18 Projected underspend $ 12.4

FY18-19 Budget GAP balance after solutions $ -


• SMART Goal 3 – language change is technical only

• Consensus on WSS recommendations

• Consensus on other recommendations listed under “Items that Need a Decision” for 2018-19

Outcomes


Jan 24 Budget worksession FINAL.pdfSlide Number 1AgendaOutcomesSlide Number 4FY 2018-19 Budget Development Calendar FY18-19 Projected Budget FY18-19 Projected BudgetFY18-19 Potential SolutionsWSS $4m RecapEquity AllocationPer Student AllocationSlide Number 12REA DepartmentProgram Review: AnalysisProgram SummariesTypology of Program ReviewsDeveloping an Annual Work PlanDeveloping an Annual Work PlanDeveloping an Annual Work PlanPolicy 2090/Supt. Procedure2017-18 Program ReviewsNext Steps – Winter 2018Slide Number 23Impacts of K-3 Staffing Increases�Impacts of K-3 Staffing IncreasesImpacts of K-3 Staffing IncreasesK-3 Class Staffing for 2018-19Slide Number 28 FY18-19 Projected BudgetFY18-19 Potential SolutionsOutcomes

Board Special Meeting...Jan 24, 2018 · – Review 2016 -17 final numbers ... Increase Per Student...

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