Creating a Staffing Model for Your District

Managing your Districts Budget:

Annette MorenoDirector of Budget and Finance

Brian MeeAssistant Supt Business Services

Pendergast Elementary School District

Types of Staffing ModelsRevenue Modeling

How to get startedBuilding the Staffing ModelsBudget Modeling in Practice

Today’s Objectives

Site SpecificSchool Sites

Department SpecificSupt Office, Business Office, Special

Education Office, Transportation…

Program SpecificGifted Program, ELL, Grants…

Staffing ModelsThree Major

Types

Strategic Plan

Mission

Goals

Restrictions (Overrides, State & Federal Regulations)

Staffing ModelsAlignment

Revenue Modeling *REVENUE & EXPENSE ESTIMATES

FY2013 Est. FY2014 Est. FY2015 Est. FY2016 Est. FY2017 Est.

Revenue Estimates% Increase/Decrease in ADM* 0.01 -0.1% 100.0% 100.0% 100.0%PSD 58.21 50.00 50.00 50.00 50.00K-8 ADM 9,226.31 9,214.31 9,214.31 9,214.31 9,214.31

Total ADM 9,284.52 9,264.31 9,264.31 9,264.31 9,264.31Group A Weighted Count 10,768.47 10,742.67 10,742.67 10,742.67 10,742.67Change in Count 64.02 (26)

Move on When Ready ( K-3) 3,535.90 3,512.00 3,512.000 3,512.000 3,512.000Hearing Impairment 0.550 0.175 0.175 0.175 0.175K-3 3,535.896 3,512.000 3,512.000 3,512.000 3,512.000English Learners (ELL) 984.079 984.079 984.079 984.079 984.079MD-R, A-R, and SMR-R (2) 32.500 37.875 37.875 37.875 37.875MD-SC, A-SC and SMR-SC (3) 50.250 60.225 60.225 60.225 60.225Multiple Disabi lities Severe Sensory Impairment 8.220 9.825 9.825 9.825 9.825Orthopedic Impairment (Resource) 9.000 7.900 7.900 7.900 7.900Orthopedic Impairment (Self Contained) 1.000 2.875 2.875 2.875 2.875Preschool-Severe Delayed 16.100 9.725 9.725 9.725 9.725DD, ED, MIMR, SLD, SLI, & OHI 847.766 789.888 789.888 789.888 789.888Emotionally Disabled (Private) 17.090 8.625 8.625 8.625 8.625Moderate Mental Retardation 20.625 20.625 20.625 20.625 20.625Visual Impairment 4.570 4.000 4.000 4.000 4.000Total Add-on Count 9,063.542 8,959.82 8,959.82 8,959.82 8,959.82Total Weighted Count 12,083.24 12,099.15 12,099.15 12,099.15 12,099.15Change in Weighted Count* 201 16 0 0 0

FY2013 Est. FY2014 Est. FY2015 Est. FY2016 Est. FY2017 Est.

Base Amount 3,267.72 # 3,267.72 # 3,333.07 1 3,333.07 1 3,333.07Base Amount W Teacher Comp 3,308.57 3,308.57 3,374.74 3,374.74 3,374.74Adj Base Level Amount/CL @ 3% 3,407.82 # 3,374.74 # 3,408.49 # 3,374.74 1 3,374.74

Net Reduction in CL (400,308) (408,315) (408,315) 0General Budget Limit BRCL 41,214,112 40,868,100 41,276,447 # 40,868,100 40,868,100TRCL 1,340,756 1,340,756 1,340,756 1,340,756 1,340,756RCL 42,554,868 42,208,856 42,617,203 42,208,856 42,208,856Special Override 6,660,187 6,624,936 6,392,580 6,331,328 6,331,328Tuition / ED-P program 1,802,212 1,802,212 1,802,212 1,802,212 1,802,212PY Carry Over for Career Ladder 175,827 175,000 175,000 175,000 175,000Reserve 0Net CORL left in M&O 303,285 762,970 762,970 762,970 762,970Total Working Budget Limit Available 51,496,379 51,573,974 51,749,965 51,280,367 51,280,367Net Difference from Prior Year 0 77,595 175,991 (469,598) 0

51,496,379 51,573,974 51,749,965 51,280,367 51,280,367

Revenue ModelingCOST TO MAINTAIN FY2013A Est FY2014 Est. FY2015 Est. FY2016 Est. FY2017 Est.

REGULAR EDUCATIONInstruction ## 22,967,893 22,967,893 22,967,893 22,967,893 22,967,893Student Support ## 2,050,264 2,050,264 2,050,264 2,050,264 2,050,264Instructional Support ## 2,323,525 2,323,525 2,323,525 2,323,525 2,323,525General Administration ## 866,258 866,258 866,258 866,258 866,258School Administration ## 3,481,909 3,481,909 3,481,909 3,481,909 3,481,909Business and Central ## 1,541,211 1,541,211 1,541,211 1,541,211 1,541,211Operation of Plant ## 6,622,457 6,622,457 6,622,457 6,622,457 6,622,457Non- Instructional Support ## 121,818 121,818 121,818 121,818 121,818Schl Sponsored Co-Curricular ## 88,875 88,875 88,875 88,875 88,875Schl Sponsored Athletics ## 96,675 96,675 96,675 96,675 96,675TOTAL REGULAR EDUCATION ## 40,160,884 40,160,884 40,160,884 40,160,884 40,160,884

SPECIAL EDUCATIONInstruction ## 5,561,295 5,561,295 5,561,295 5,561,295 5,561,295Student Support ## 2,966,587 2,966,587 2,966,587 2,966,587 2,966,587Instructional Support ## 427,415 427,415 427,415 427,415 427,415Operation 176,240 176,240 176,240 176,240 176,240TOTAL SPECIAL EDUCATION ## 9,131,536 9,131,536 9,131,536 9,131,536 9,131,536

STUDENT TRANSPORTATION ## 1,704,294 1,704,294 1,704,294 1,704,294 1,704,294

MOVE ON WHEN READING 495,686 495,686 495,686 495,686 495,686

TOTAL M&O BUDGET ## 51,492,399 51,492,399 51,492,399 51,492,399 51,492,399

Net Available 3,980 81,575 257,566 (212,032) (212,032)

Less Adjustments / Increase / Decreases / Offsets: FY2013A Est FY2014 Est. FY2015 Est. FY2016 Est. FY2017 Est.

State Retirement Match 75,000 75,000 75,000 75,000

Health Insurance Increase 160,000 150,000 150,000 150,000

Professional Growth 100,000 100,000 100,000 100,000

Career Ladder Reduction (400,000) (408,315) (408,315)

Reduction in ED-P Tuition (70,000)

Increase for Salary/Benefits 700,000 700,000 700,000 700,000

Sub-Total 565,000 616,685 616,685 1,025,000

Net Available (483,425) (359,119) (828,718) (1,237,032)

Where to

Start

Description District Totals PendergastReg Ed 1000 Instruction 44.2% 51.4%Reg Ed 2100 Student Support 2.5% 2.5%Reg Ed 2200 Instruction Support 2.8% 3.9%Reg Ed 2300 General Administration 1.1% 1.4%Reg Ed 2400 School Administration 5.7% 6.6%

Reg Ed 2500/2800 Business/HR/Tech 3.8% 3.4%Reg Ed 2600 Maintenance & Utilities 13.3% 13.8%Reg Ed 3000 Non-Instruction 0.2% 0.1%

Reg Ed 510 Desegregation 6.1% 0.0%Reg Ed 520 K-3 Override 2.2% 0.0%Reg Ed 610 Cocurricular 0.0% 0.2%Reg Ed 620 Athletics 0.1% 0.1%

Reg Ed Total 82.0% 83.3%Sp Ed 1000 Instruction 10.8% 8.7%Sp Ed 2100 Student Support 3.8% 4.9%

Sp Ed Total 14.6% 13.5%

Trans 400 Transportation 3.4% 3.2%100.00% 100.0%

Comparative District Expenditure Summary

AASBO Data Collection Project

Site SpecificClass sizeInstructional AidesAdministrationOffice StaffMedia/Library

DepartmentsMaintenance, Custodians, LandscapingTransportation / RoutesFood ServiceHR DepartmentSuperintendent

Program SpecificSpecial Area (Art, Music, PE,)CounselorsNursesSpecial Education (Resource Teachers, Speech, Aides, OT, PT,

Psychologists)Instructional Coaches/Interventionists

Staffing Models

Is it affordable?Is it within your budget limits?

Are you using carry over to balance the budget?

Is it sustainable?Can it withstand student population stabilization ,a decrease in students or

state funding?

Staffing Model

Working Budget

BUDGET DETAIL WORKING BUDGET LIMIT 51,496,379

REGULAR EDUCATION-100 SALARIES

6100 BENEFITS

6200

PURCHASED SERVICES

6300 6400 6500 SUPPLIES

6600 OTHER

6800 TOTAL 2012-13 2011-12

1000 INSTRUCTION 413.9 16,917,918 5,642,340 51,600 327,460 28,575 22,967,893 44.6% 44.7% -0.1%

2100 STUDENT SUPPORT 41.8 1,475,385 546,604 18,200 10,076 - 2,050,264 4.0% 3.7% 0.3%

2200 INSTRUCTIONAL STAFF 51.0 1,531,776 537,424 226,925 26,400 1,000 2,323,525 4.5% 5.0% -0.5%

2300 GENERAL ADMINISTRATION 5.0 545,306 95,570 183,683 1,700 40,000 866,258 1.7% 1.7% 0.0%

2400 SCHOOL ADMINISTRATION 48.0 2,607,175 799,611 46,592 21,331 7,200 3,481,909 6.8% 7.5% -0.7%

2500 BUSINESS AND CENTRAL 22.6 998,419 344,128 183,865 13,050 1,750 1,541,211 3.0% 3.0% 0.0%

2600 OPERATIONS OF PLANT 112.8 2,261,157 952,963 1,321,037 2,087,000 300 6,622,457 12.9% 12.7% 0.1%

3000 NON-INSTRUCTIONAL SERVICES 3.8 92,703 16,687 12,429 121,818 0.2% 0.2% 0.00%

610 SCHL SPONSORED CO-CURR ACT 0.0 74,400 14,475 88,875 0.2% 0.2% -0.01%

620 SCHL SPONSORED ATHLETICS 0.0 74,400 14,475 4,800 2,400 600 96,675 0.2% 0.2% -0.02%

TOTAL REGULAR EDUCATION 698.9 26,578,637 8,964,274 2,036,702 2,501,846 79,425 40,160,885 78.0% 78.9% -0.87%

SPECIAL EDUCATION-200

1000 INSTRUCTION 102.3 2,623,041 1,151,903 1,766,400 19,950 - 5,561,295 10.8% 11.6% -0.8%

2100 STUDENT SUPPORT 21.0 1,101,745 330,702 1,481,640 52,500 - 2,966,587 5.8% 5.4% 0.4%

2200 INSTRUCTIONAL STAFF 2.0 311,091 96,324 20,000 - - 427,415 0.83% 0.4% 0.4%

2600 OPERATIONS 176,240 176,240 0.3% 0.3% 0.0%

TOTAL SPECIAL EDUCATION 125.3 4,035,877 1,578,929 3,444,280 72,450 - 9,131,536 17.7% 17.7% 0.0%

STUDENT TRANSPORTATION-400

2700 TRANSPORTATION 38.6 913,616 466,477 47,700 276,000 500 1,704,294

TOTAL STUDENT TRANS. 38.6 913,616 466,477 47,700 276,000 500 1,704,294 3.3% 3.4% -0.1%

1000 MOVE ON WHEN READING 8.5 372,498 123,188 - - - 495,686 0%

- - 0%

TOTAL M & O BUDGET 871.4 31,900,629 11,132,868 5,528,682 2,850,296 79,925 51,492,400 99.0% 100% 100.0%% OF TOTAL 62% 22% 11% 6% 0% 100%

83.6% DIFF 3,979

Pendergast Elem School DistrictOperating Statement - Maintenance -All FundsFiscal Year: 2012-2013

Square Ft ADM / Enroll

EXPENSES ###### 9,267 Maintenance Salaries FY 09

ActualFY 10

ActualFY 11

ActualFY 12 Actual

FY 13 Budget

Office (+) $110,628 $131,079 $100,970 $110,688 $100,883 0.08 10.89 Maintenance (+) $309,355 $308,659 $316,051 $315,232 $316,543 0.26 34.16 Custodians (+) $927,395 $823,147 $763,177 $713,398 $725,467 0.60 78.28 General Helpers (+) $785,005 $706,870 $695,842 $786,785 $725,354 0.60 78.27 Grounds (+) $290,227 $286,376 $216,280 $208,086 $223,473 0.19 24.11 Security (+) $48,769 $49,860 $48,363 $48,178 $45,786 0.04 4.94 Playground Aides (+) $160,067 $136,335 $124,496 $124,385 $146,673 0.12 15.83 Subs / Overtime / (+) $43,466 $51,326 $50,488 $33,062 $38,582 0.03 4.16

Sub-total : Maintenance Salaries $2,674,912 $2,493,652 $2,315,667 $2,339,814 $2,322,761 1.93 250.65 Benefits

Health Ins (+) $397,800 $395,293 $328,292 $375,123 $468,679 0.39 50.58 FICA (+) $216,877 $187,202 $173,854 $175,979 $187,276 0.16 20.21 State Retirement (+) $238,843 $227,804 $223,615 $245,478 $251,345 0.21 27.12 Workers Comp (+) $123,912 $110,630 $102,683 $7,657 $89,109 0.07 9.62 Unemployment Ins (+) $0 $9,804 $6,761 $6,174 $0 - -

Sub-total : Benefits $977,432 $930,733 $835,205 $810,411 $996,409 0.83 107.52 $3,652,344 $3,424,385 $3,150,872 $3,150,225 $3,319,170 2.76 358.17

Purchased Services-TechFees (+) $0 $12,298 $13,181 $11,995 $0 - - Conferences (+) $750 $400 $575 $1,125 $750 0.00 0.08 Maint-Pest/Other (+) $40,000 $11,614 $15,478 $42,042 $60,000 0.05 6.47 Other Security $0 $40,288 $37,319 $26,247 $0 - - SRO (+) $368,108 $283,385 $221,727 $1,137 $35,575 0.03 3.84

Sub-total : Purchased Services-Tech $408,858 $347,985 $288,280 $82,546 $96,325 0.08 10.39 Purchased Services- Property

Repair & Maintenance (PM) (+) $417,110 $269,313 $318,927 $305,325 $263,200 0.22 28.40 PSP less Capital (+) -$126,000 $0 $0 $0 - - Rentals (+) $0 $200 $157 $0 - - Custodial Repair (+) $0 $2,619 $6,052 $846 $0 - - Grounds Care (+) $31,000 $5,019 $2,762 $0 $7,250 0.01 0.78 Vehicle Maintenance (+) $10,000 $8,276 $3,217 $9,747 $6,000 0.00 0.65 Fire/Security (+) $1,000 $31,820 $31,382 $34,883 $30,000 0.02 3.24 Copier Maintenance (+) $65,000 $11,482 $21,568 $12,543 $65,000 0.05 7.01

Sub-total : Purchased Services- Property $398,110 $328,729 $384,065 $363,344 $371,450 0.31 40.08 Purchased Services-Other

-Other (+) $1,000 $943 $0 $903 $1,000 0.00 0.11 -Printing (+) $0 $0 $35 $20 $0 - - -Travel (+) $700 $186 $372 $385 $500 0.00 0.05 -Liability Insurance (+) $474,918 $439,603 $444,808 $434,000 $449,805 0.37 48.54

Sub-total : Purchased Services-Other $476,618 $440,732 $445,215 $435,308 $451,305 0.38 48.70 $1,571,900 $1,477,456 $890,430 $1,187,467 $1,234,080 1.03 133.17

SuppliesGeneral Supplies (+) $500 $1,670 $1,418 $911 $1,500 0.00 0.16 Maintenance Supplies (+) $100,000 $67,732 $74,629 $80,370 $85,000 0.07 9.17 Custodial Supplies (+) $137,000 $192,292 $175,554 $183,374 $175,000 0.15 18.88 Grounds Supplies (+) $25,000 $32,131 $28,354 $37,174 $30,000 0.02 3.24 Vehicle Supplies/Gasoline (+) $35,000 $63,640 $73,218 $91,271 $65,000 0.05 7.01 Repair of Equipment (+) $0 $499 $71,024 $70,922 $0 - - Safety/Security Supplies (+) $400 $68,416 $992 $4 $0 - -

Sub-total : Supplies $297,900 $426,380 $425,189 $464,026 $356,500 0.30 38.47 Other Miscellaneous

Dues & Fees (+) $1,000 $480 $240 $0 $1,000 0.00 0.11 Sub-total : Other Miscellaneous $1,000 $480 $240 $0 $1,000 0.00 0.11

$2,028,017 $2,003,583 $1,998,765 $2,184,275 $2,082,500 1.73 224.72 Total MOC $5,234,830 $4,968,691 $4,693,861 $4,495,449 $4,595,750 3.83 495.93

UtilitiesElectricity (+) $1,628,097 $1,469,186 $1,466,409 $1,613,379 $1,625,500 1.35 175.41 Water (+) $288,314 $360,010 $348,860 $306,269 $315,000 0.26 33.99 Disposal (+) $144,381 $151,725 $108,170 $95,240 $120,000 0.10 12.95 Communications (+) $248,297 $175,939 $161,530 $28,741 $30,000 0.02 3.24 Natural Gas (+) $101,020 $107,537 $106,927 $106,870 $99,500 0.08 10.74

Sub-total : Utilities $2,410,109 $2,264,397 $2,191,896 $2,150,499 $2,190,000 1.82 236.32

Total : EXPENSES $7,644,939 $7,666,951 $6,885,757 $6,645,948 $6,785,750 5.65 732 Cost per Square Ft 6.64 6.38 6.32 5.86 5.65

MOT BudgetModel

MOT

Staffing Custodial FTE’s per Sq. Ft.

(Need $774,000)

Total Square Feet

Average / Sq Ft / 8 hrs

Number of FTE's needed Cost @ $22,000

1,053,000 20,000 53 1,642,680

1,053,000 25,000 42 1,364,688 Savings 5,000 (11) 277,992

1,053,000 38,000 28 864,568 Savings 38,000 (25) 778,112

Transportation Budget Modeling

Budget as is Sp Ed

AllocationSpecial

EducationCost Per

Mile

Number / Cost Per

RiderReg Ed

AllocationRegular

EducationCost Per

Mile

Number / Cost Per

Rider TotalsCost per

MileCost Per

RiderAnnual Miles/Riders 0.60 214,200 313 0.40 141,300 1,526 355,500 1,879 Bus Drivers 645,500 Actual 367,962 1.72 1,176 Actual 277,538 1.96 182 645,500 1.82 343.53 Bus Attendants 281,473 Actual 281,473 1.31 899 Actual - - 281,473 0.79 149.80 Aministration 249,008 0.50 124,504 0.58 398 0.50 124,504 0.88 82 249,008 0.70 132.52 Mechanics 109,866 0.60 66,198 0.31 211 0.40 43,668 0.31 29 109,866 0.31 58.47 OT.Subs 51,798 0.60 31,210 0.15 100 0.40 20,588 0.15 13 51,798 0.15 27.57 Field Trips 6,050 1.00 6,050 0.03 19 - - - - 6,050 0.02 3.22 Sub-Total 1,343,696 877,397 4.10 2,803 466,298 3.30 306 1,343,696 3.78 715.11

Purchase Services-Training 14,000 0.60 8,435 0.04 27 0.40 5,565 0.04 4 14,000 0.04 7.45 Purchase Services - Professional 22,000 0.60 13,200 0.06 42 0.40 8,800 0.06 6 22,000 0.06 11.71 Conferences 2,000 0.50 1,000 0 3 0.50 1,000 1 2,000 0.01 1.06 Sub-Total 38,000 22,635 0.11 72 15,365 0.10 10 38,000 0.11 20.22 Repair and Maintenance Services 25,000 0.60 15,000 0.07 48 0.40 10,000 0.07 7 25,000 0.07 13.30 Rentals 500 0.50 250 0.00 1 0.50 250 0.00 0 500 0.00 0.27 Other Purchased Property Services 2,500 0.50 1,250 0.01 4 0.50 1,250 0.01 1 2,500 0.01 1.33 Sub-Total 28,000 16,500 0.08 53 11,500 0.08 8 28,000 0.08 14.90

Travel 5,000 0.50 2,500 0.01 8 0.50 2,500 0.02 2 5,000 0.01 2.66 Contracted Services / OutdrEd 10,000 - - - 1.00 10,000 0.07 7 10,000 0.03 5.32 Sub-Total 15,000 2,500 0.01 8 0.04 12,500 0.09 8 15,000 0.04 7.98

Supplies 1,000 0.50 500 0.00 2 0.50 500 0.00 0 1,000 0.00 0.53 Supplies-Fuel 200,000 0.60 120,000 0.56 383 0.40 80,000 0.57 52 200,000 0.56 106.44 Supplies-Mech 100,000 0.60 60,000 0.28 192 0.40 40,000 0.28 26 100,000 0.28 53.22 Sub-Total 301,000 180,500 0.84 577 120,500 0.85 79 301,000 0.85 160.19

Dues-Fees 1,000 0.50 500 0.00 2 0.50 500 0.00 0 1,000 0.00 0.53

Total 1,726,696 1,100,033 5.14 3,514 626,663 4.43 411 1,726,696 4.86 919

Special Education Regular Education Totals

Transportation Budget Modeling

Revised Budget

Sp Ed Allocation

Special Education

Cost Per Mile

Number / Cost Per

RiderReg Ed

AllocationRegular

EducationCost Per

Mile

Number / Cost Per

Rider TotalsCost per

MileCost Per

RiderAnnual Miles/Riders 0.60 214,200 313 0.40 141,300 1,526 355,500 1,879 Bus Drivers 638,530 Actual 360,993 1.69 1,153 Actual 277,538 1.96 182 638,530 1.80 339.82 Bus Attendants 198,524 Actual 198,524 0.93 634 Actual - - 198,524 0.56 105.65 Aministration 212,587 0.50 106,294 0.50 340 0.50 106,294 0.75 70 212,587 0.60 113.14 Mechanics 109,866 0.60 66,198 0.31 211 0.40 43,668 0.31 29 109,866 0.31 58.47 OT.Subs 51,798 0.60 31,210 0.15 100 0.40 20,588 0.15 13 51,798 0.15 27.57 Field Trips 6,050 1.00 6,050 0.03 19 - - - - 6,050 0.02 3.22 Sub-Total 1,217,356 769,268 3.59 2,458 448,088 3.17 294 1,217,356 3.42 647.87

Purchase Services-Training 14,000 0.60 8,435 0.04 27 0.40 5,565 0.04 4 14,000 0.04 7.45 Purchase Services - Professional 22,000 0.60 13,200 0.06 42 0.40 8,800 0.06 6 22,000 0.06 11.71 Conferences 2,000 0.50 1,000 0 3 0.50 1,000 1 2,000 0.01 1.06 Sub-Total 38,000 22,635 0.11 72 15,365 0.10 10 38,000 0.11 20.22 Repair and Maintenance Services 25,000 0.60 15,000 0.07 48 0.40 10,000 0.07 7 25,000 0.07 13.30 Rentals 500 0.50 250 0.00 1 0.50 250 0.00 0 500 0.00 0.27 Other Purchased Property Services 2,500 0.50 1,250 0.01 4 0.50 1,250 0.01 1 2,500 0.01 1.33 Sub-Total 28,000 16,500 0.08 53 11,500 0.08 8 28,000 0.08 14.90

Travel 5,000 0.50 2,500 0.01 8 0.50 2,500 0.02 2 5,000 0.01 2.66 Contracted Services / OutdrEd 10,000 - - - 1.00 10,000 0.07 7 10,000 0.03 5.32 Sub-Total 15,000 2,500 0.01 8 0.04 12,500 0.09 8 15,000 0.04 7.98

Supplies 1,000 0.50 500 0.00 2 0.50 500 0.00 0 1,000 0.00 0.53 Supplies-Fuel 175,000 0.60 105,000 0.49 335 0.40 70,000 0.50 46 175,000 0.49 93.13 Supplies-Mech 100,000 0.60 60,000 0.28 192 0.40 40,000 0.28 26 100,000 0.28 53.22 Sub-Total 276,000 165,500 0.77 529 110,500 0.78 72 276,000 0.78 146.89

Dues-Fees 1,000 0.50 500 0.00 2 0.50 500 0.00 0 1,000 0.00 0.53

Total 1,575,356 976,904 4.56 3,121 598,452 4.24 392 1,575,356 4.43 838 Difference (151,631)

Staffing at SchoolsWage Hrs/Days 300-500 500-700 700-900 900-1100 1100-1300 >1300

Principal 86,000 1.0 1.0 1.0 1.0 1.0 1.0 1.0Assistant Principal 75,000 1.0 1.0 1.0 1.0 1.0

Small School AP 60,100 1.0 1.0 1.0 0.5

Total FTE 2.0 2.0 2.0 2.0 2.0 2.5

Sec to the Principal 15.00 262.0 8.0 8.0 8.0 8.0 8.0 8.0Office Assistant II 11.00 224.0 8.0 8.0 8.0 8.0 8.0Office Assistant I 10.00 187.0 8.0 4.0 4.0 4.0 8.0 8.0

Office Aide 8.00 187.0 4.0 4.0 8.0

Daily Hours 16.0 20.0 20.0 24.0 28.0 32.0

Nurse 35,000 1.0 8.0 8.0 8.0EMT 12.00 187.0 8.0 8.0 8.0

Office Assistant 10.00 187.0 4.0 4.0 4.0 4.0

Daily Hours 8.0 8.0 12.0 12.0 12.0 12.0

Library Specialist 10.00 197.0 7.0 7.0 7.0 7.0 7.0 7.0Daily Hours 7.0 7.0 7.0 7.0 7.0 7.0

Number of K-3 sections 8 11 14 18 21 25

Playground Aides 8.00 172.0 4.60 6.00 8.00 10.00 12.00 14.00K-3 Aids 10.00 172.0 12.14 15.84 21.12 26.40 31.68 36.96

Daily Hours 16.74 21.84 29.12 36.40 43.68 50.96

Reading Interventionists 33,000 1.0 4.00 4.00 4.00 4.00 4.00 4.00Art Music PE 33,000 1.0 3.00 3.50 4.50 5.50 7.00 7.50

Gifted 33,000 1.0 0.50 0.50 1.00 1.00 1.50 2.00Counselor 45,000 1.0 1.00 1.00 1.00 1.00 1.00 1.00

Total FTE 8.50 9.00 10.50 11.50 13.50 14.50391,199 416,844 495,236 538,818 562,960 622,794

17% 14% 12% 11% 9% 9%

School Staffing Model Guideline

School Site - Average classsize and number of sections

Pendergast School 2011-12 Pendergast School 2012-13

Kinder. 63 1.5 21.00 Kinder. 63 1.5 21.00Grade 1 76 3.0 25.33 Grade 1 72 3.0 24.00Grade 2 66 2.0 33.00 Grade 2 76 3.0 25.33Grade 3 82 3.0 27.33 Grade 3 66 3.0 22.00Grade 4 96 3.0 32.00 Grade 4 82 3.0 27.33Grade 5 70 3.0 23.33 Grade 5 96 3.0 32.00Grade 6 72 2.0 36.00 Grade 6 70 3.0 23.33Grade 7 98 3.0 32.67 Grade 7 72 3.0 24.00Grade 8 78 3.0 26.00 Grade 8 98 4.0 24.50Ungraded 0 Ungraded 0

TOTAL 701 23.5 28.52 TOTAL 695 26.5 24.83Added 3.0

Desert Horizon School 2011-12 Desert Horizon School 2012-13

Kinder. 95 2.0 23.75 Kinder. 95 1.5 31.67Grade 1 100 4.0 25.00 Grade 1 105 4.0 26.25Grade 2 108 4.0 27.00 Grade 2 100 4.0 25.00Grade 3 86 3.0 28.67 Grade 3 108 4.0 27.00Grade 4 104 3.0 34.67 Grade 4 86 3.0 28.67Grade 5 109 3.5 31.14 Grade 5 104 3.5 29.71Grade 6 106 3.5 30.29 Grade 6 109 3.5 31.14Grade 7 99 3.0 33.00 Grade 7 106 3.5 30.29Grade 8 112 4.0 28.00 Grade 8 97 3.5 27.71Ungraded 59 Ungraded 59

TOTAL 978 30.0 29.06 TOTAL 969 30.5 28.60Ell Added 1.0 To AMB (0.5)

Westwind School 2011-12 Westwind School 2012-13

Kinder. 100 2.0 25.00 Kinder. 100 2.0 25.00Grade 1 123 4.0 30.75 Grade 1 110 4.0 27.50Grade 2 120 4.0 30.00 Grade 2 123 5.0 24.60Grade 3 129 5.0 25.80 Grade 3 120 6.0 20.00Grade 4 134 4.0 33.50 Grade 4 129 5.0 25.80Grade 5 127 4.0 31.75 Grade 5 134 5.0 26.80

733 23.0 Grade 6 127 4.0 31.75Grade 6 130 4.0 32.50 Grade 7 130 4.0 32.50Grade 7 148 5.0 29.60 Grade 8 148 5.0 29.60Grade 8 143 5.0 28.60 Ungraded 0Ungraded 0

421 14.0 29.72 TOTAL 1154 37.0 29.72 TOTAL 1121 40.0 27.06

School Site - average classsize and number of sections

Enroll 2011-12 Enroll 2012-13701 23.5 28.52 Pen 695 26.5 24.83978 30.0 29.06 DH 969 30.5 28.60

1154 37.0 29.72 WW 1121 40.0 27.06646 25.5 23.93 VdP 647 24.5 24.93

1099 33.0 29.36 GL 987 32.5 29.02652 24.0 26.03 DM 630 23.0 26.27851 25.5 30.30 CK 854 27.5 28.50853 30.5 26.91 CB 840 28.5 28.24700 23.0 27.84 SS 686 23.0 27.43820 28.5 27.49 RIO VISTA 866 28.5 26.64637 22.0 28.28 SR 626 25.0 24.13735 25.0 28.50 A 734 25.5 27.19

9826 327.5 27.99 Dist. 9655 335.0 26.90(22.5) 7.5 1.5

Staffing Classroom Sections

Students

Average Number of Classroom

Sections

Number of Sections Needed Cost @ $42,000

10,000 26.0 385 20,907,692

10,000 27.0 370 20,133,333 Savings 14 774,359

10,000 27.5 364 19,767,273 Savings 21 1,290,420

Pend DH WW VDP GL DM CK CB SS RV SR AM Total

11-12 Sections 9,495 23.5 30.0 37.0 25.5 33.0 24.0 25.5 30.5 23.0 28.5 22.0 25.0 327.5

12-13 Sections 9,426 23.5 31.0 38.0 23.5 32.5 22.0 27.5 28.5 23.5 28.5 22.0 25.0 325.5

Difference (69) 0.0 1.0 1.0 -2.0 -0.5 -2.0 2.0 -2.0 0.5 0.0 0.0 0.0 -2.0

Current Special Area StaffingArt 1.0 1.0 2.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 13.0Music 1.0 1.5 3.0 1.0 2.0 0.0 1.5 1.0 1.0 1.0 1.0 1.0 15.0PE 1.0 2.0 2.0 1.5 2.0 2.0 1.0 2.0 2.0 2.0 1.0 1.0 19.5Total 3.0 4.5 7.0 3.5 5.0 3.0 3.5 4.0 4.0 4.0 3.0 3.0 47.5

2012-13 Calculated Need (rounded to nearest FTE) (per 7 Sections)

3.0 4.5 5.0 3.0 5.0 3.0 3.5 4.0 3.5 4.0 3.0 3.5 45.0

Difference 0.0 0.0 -2.0 -0.5 0.0 0.0 0.0 0.0 -0.5 0.0 0.0 0.5 -2.5

Special Area Staffing

Special Area Staffing

Pend DH WW VDP GL DM CK CB SS RV SR AM Total

Current Special Area StaffingArt 1.0 1.0 2.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 13.0Music 1.0 1.5 3.0 1.0 2.0 0.0 1.5 1.0 1.0 1.0 1.0 1.0 15.0PE 1.0 2.0 2.0 1.5 2.0 2.0 1.0 2.0 2.0 2.0 1.0 1.0 19.5Total 3.0 4.5 7.0 3.5 5.0 3.0 3.5 4.0 4.0 4.0 3.0 3.0 47.5

2012-13 Calculated Need (rounded to nearest FTE) (per 8 Sections)

3.0 4.0 4.5 3.0 4.0 3.0 3.0 3.5 3.5 3.5 3.0 3.0 41.0

Difference 0.0 -0.5 -2.5 -0.5 -1.0 0.0 -0.5 -0.5 -0.5 -0.5 0.0 0.0 -6.5

Site Budget AllocationsDistrict Pend DH WW VDP GL DM CK CB SS RV SR A

Total Projected Student Body 9,655 695 969 1,121 647 987 630 854 840 686 866 626 734Total Projected 6th Grade Students 1,143 70 109 127 78 131 86 103 95 88 98 73 85Total Projected 8th Grade Students 1,184 98 97 148 66 135 87 104 101 86 98 89 75Total Projected Teachers - Reg Ed 382 29.50 35.50 45.00 27.50 37.50 26.00 31.00 32.50 27.00 33.50 28.00 29.00 Total Projected Teachers - Spec Ed 59 2.50 8.00 4.00 4.50 3.00 7.00 6.50 3.00 7.00 9.00 1.50 2.50

Supply General 21.50 Social Security 6.200%Supply Art 2.25 Medicare 1.450% 7.65%Supply Reading 1.50 State Retirement 10.900%Supply Music 0.75 LTD 0.245% 11.15% #######Supply P.E. 1.00 Workman's Comp (lo) 0.660% 66%Supply Total 27.00 Workman's Comp (hi) 4.180% 4.180% #######Supply New School Start up 35.00 Medical & Life 5,966.84 6,248 0.9550 5,967 ###### 5,122.94 Discretionary - New Teacher 125.00 0.82 6248.4 3,979 Discretionary - Continue Teachers 100.00 Total Payroll Taxes w/ lo w/c 0.1946 0.955Discretionary - Special Education 100.00 Total Payroll Taxes w/ hi w/c 0.2298Supplies, Special Ed 200.00Substitute Allocation Days 9.00 EXTRA DAY 2.00 3,979 Graduation Costs Per Student 12.00 Annual Days 261 261Outdoor Education Per Student 50.00 Annual Days 224 226Instruct Printing Costs per Site 1,800.00 Annual Days 197 197Site Printing Costs per Site per Student 2.50 Annual Days 192 194Office Equipment Repair 300.00 Annual Days 190 192Principal's Office Supply Per Student 2.00 Annual Days 188 190Principal's Office Subscriptions 50.00 Annual Days 187 189Principal's Office Dues & Fees 600.00 Annual Days 186 188Principal's Office Travel 300.00 Annual Days 183 185Principal's Office - Asst. Prin. Travel 100.00 Annual Days 172 185Health Supplies Per Student 0.65Health - Subscriptions 50.00 Salary Increase % 1.02Health - Miscellaneous 50.00 Employees off Salary Schedule 1.025Health - Printing 250.00Health - Equip. Maintenance/Repair 50.00Counselors - Discretionary Supplies 50.00 187363 142730 330093Counselors - Subscriptions 50.00Librarians - Supplies 500.00Librarians - Equipment Repair 500.00Librarians - Subscriptions 200.00Staff Development per Teacher 250.00Interscholastic Athletics - Fees 50.00Interscholastic Athletics - Supplies 200.00Interscholastic Athletics - Purch Srvs 400.00301 Allocation - Per Reg Ed Teacher 0.00Capital Equipment per Student 10.00Library Budget per Site 1,500.00

Worksheet for Budget Formulas for FY 2012/2013

Instructional Coach/Interventionist Model FY2013 Coach/Interventionist FTE's (with Move on When Reading $)

FundFunding

AvailableTotal

Fundable CW AM CB CK DH DM GL PEND RV SS SR VDP WW Total

FTE Total Cost

to FundNet

Needed to # of FTE Ave Cost

per

Special Override 2,123,307 37.5 - 3.0 3.0 3.0 3.0 3.0 2.5 2.5 3.0 3.0 2.5 2.5 2.5 33.5 2,026,750 -96,557 (4.0) 60,500

Career Ladder 8.0 - - - - - - - - - - - - - - 0 0 (8.0) 67,518

Move on when Ready 483,000 1.0 - 0.5 0.5 1.0 1.0 1.0 0.5 0.5 1.0 1.0 0.5 0.5 0.5 8.5 467,500 -15,500 7.5 55,000

301** 578,000 10 1.50 0.5 0.5 - - - 1.0 1.0 - - 1.0 1.0 1.0 7.5 453,750 -124,250 (2.5) 60,500

Title I*/II 147,250 2.5 - - - - - - - - - - - - - - 0 -

Totals 3,331,557 59.0 1.5 4.0 4.0 4.0 4.0 4.0 4.0 4.0 4.0 4.0 4.0 4.0 4.0 49.5 2,948,000 -236,307 (7.00)

Budget Modeling in Practice

SCHOOLEst

Enrollment Sections FTE CostEst

Enrollment Sections FTE Cost DifferenceCost /

Pupil CYCost /

Pupil BY

PENDERGAST 881 34.0 55.54 1,978,100 573 23.5 39.8 1,403,495 (574,606) 2,245 2,449

DESERT HORIZON 1,361 50.0 76.1 2,657,035 992 38.5 60.1 2,124,430 (532,604) 1,952 2,142

ABERLEA 0 0 - - 581 22.0 38.7 1,382,125 1,382,125 - 2,379

WESTWIND PRIMARY 987 35.0 56.5 1,909,767 950 34.5 57.7 1,921,035 11,268 1,935 2,022

WESTWIND INTERMED 711 26.0 41.8 1,536,833 730 26.0 42.8 1,595,747 58,914 2,162 2,186

VILLA DE PAZ 757 26.5 46.0 1,634,450 776 26.5 46.1 1,635,833 1,383 2,159 2,108

GARDEN LAKES 1,060 38.0 60.3 2,106,781 1,084 37.0 59.3 2,071,280 (35,501) 1,988 1,911

DESERT MIRAGE 800 30.5 52.0 1,851,990 809 28.5 48.3 1,711,166 (140,824) 2,315 2,115

COPPER KING 960 32.5 54.6 1,945,809 917 32.5 53.8 1,921,570 (24,239) 2,027 2,095

CANYON BREEZE 853 30.0 50.3 1,742,827 814 29.0 49.1 1,693,672 (49,156) 2,043 2,081

SONORAN SKY 694 25.5 44.3 1,577,550 663 24.5 42.5 1,518,741 (58,810) 2,273 2,291

RIO VISTA 843 30.5 49.5 1,769,647 843 31.0 50.1 1,807,576 37,929 2,099 2,144

SUNSET RIDGE 579 22.0 37.9 1,369,809 554 20.5 36.2 1,292,628 (77,181) 2,366 2,333

Total 10,486 381 625 22,080,600 10,286 374 625 22,079,297 (1,303) 2,106 2,147

Current Year Budget Year

School Staffing Model

Average Salary / Rate Grade / Position

Student Count /

Hrs Sections /

FTE Ave Class

Size / Days Total Cost Grade / Position

Student Count /

Hrs Sections /

FTE

Ave Class Size / Days Total Cost Grade / Position

Student Count / Hrs

Sections / FTE

Ave Class Size / Days Total Cost

35,827 Kinder. 32 1.50 21.33 26,870 Kinder. 106 2.50 21.20 89,568 Kinder. 80 3.00 26.67 107,481 35,827 Grade 1 34 1.50 22.67 53,741 Grade 1 108 5.00 21.60 179,135 Grade 1 80 3.00 26.67 107,481 35,827 Grade 2 51 2.50 20.40 89,568 Grade 2 110 4.00 27.50 143,308 Grade 2 66 2.50 26.40 89,568 35,827 Grade 3 82 3.50 23.43 125,395 Grade 3 121 5.00 24.20 179,135 Grade 3 55 2.50 22.00 89,568 35,827 Grade 4 62 2.50 24.80 89,568 Grade 4 109 4.00 27.25 143,308 Grade 4 69 2.50 27.60 89,568 35,827 Grade 5 73 2.50 29.20 89,568 Grade 5 103 4.00 25.75 143,308 Grade 5 70 2.50 28.00 89,568 35,827 Grade 6 60 2.50 24.00 89,568 Grade 6 104 4.00 26.00 143,308 Grade 6 76 3.00 25.33 107,481 35,827 Grade 7 82 3.00 27.33 107,481 Grade 7 108 5.00 21.60 179,135 Grade 7 85 3.00 28.33 107,481 35,827 Grade 8 97 4.00 24.25 143,308 Grade 8 123 5.00 24.60 179,135 Grade 8 -

: : :

Total 573 23.50 24.16 815,064 992 38.50 24.41 1,379,340 581 22.00 26.38 788,194

7.47 Playground Aides 5.73 189 8,090 Playground Aides 9.92 189 14,005 Playground Aides 5.81 189 8,203 8.46 K-3 Aids 13.50 174 19,873 K-3 Aids 24.75 174 36,433 K-3 Aids 16.50 174 24,289

42,500 PE PE PE43,000 Art Art Art 36,500 Music Music Music 47,500 Reading 2.00 95,000 Reading 2.00 95,000 Reading 2.00 95,000 41,000 Media Specialist 1.00 41,000 Media Specialist 1.00 41,000 Media Specialist 1.00 41,000 47,000 CIS 0.50 23,500 CIS 0.50 23,500 CIS 0.50 23,500 37,348 Bilingual - Bilingual - Bilingual - 37,348 Gifted 0.50 18,674 Gifted 1.00 37,348 Gifted 0.50 18,674 45,000 Counselor 1.00 45,000 Counselor 1.00 45,000 Counselor 1.00 45,000

Total 10.40 373,136 Total 14.33 475,286 Total 10.79 377,665 6.50 8.00 6.50

Support Support Support85,708 Principal 1.00 85,708 Principal 1.00 85,708 Principal 1.00 85,708 70,530 Assistant Principal - Assistant Principal 1.00 70,530 Assistant Principal - 50,000 TOSA 1.00 50,000 TOSA - - TOSA 1.00 50,000

15.51 Sec to the Principal 8.00 1.00 261 32,385 Sec to the Principal 8.00 1.00 261 32,385 Sec to the Principal 8.00 1.00 261 32,385 9.33 Office Assistant II 8.00 1.00 226 16,869 Office Assistant II 8.00 1.00 226 16,869 Office Assistant II 8.00 1.00 226 16,869

11.31 Office Assistant I - - 189 - Office Assistant I 8.00 1.00 189 17,101 Office Assistant I - - 189 - 7.81 Office Aide - - 189 - Office Aide - - 189 - Office Aide - - 189 -

28,549 Nurse - - Nurse 1.00 28,549 Nurse - - 11.60 EMT 8.00 1.00 199 18,467 EMT - - 199 - EMT 8.00 1.00 199 18,467 7.66 Health Assistant 3.50 0.44 189 5,067 Health Assistant 3.50 0.44 189 5,067 Health Assistant 3.50 0.44 189 5,067 9.76 Library Aide 3.50 0.44 199 6,798 Library Aide 7.00 0.88 199 13,596 Library Aide 4.00 0.50 199 7,769

Total 5.88 215,294 Total 7.31 269,804 Total 5.94 216,265

Grand Total 39.78 1,403,495 Grand Total 60.15 2,124,430 Grand Total 38.73 1,382,125

FTE's needed for Prep

3.00 FTE's

needed for Prep

3.00 122,000 FTE's

needed for Prep

122,000

Pendergast School Desert Horizon Amberlea

4.50 183,000

Budget Modeling in Practice

Align your Staffing Model with your Strategic Plan, Mission, Vision and Restrictions

Build a staffing model and budget that is sustainable and easily manipulated for projections

On going analysis of efficiencies and comparative data with peer group and prior year expenditures

Align your actual expenditures or needs with your budget

Know and understand issues that impact the budget and prepare for future needs

Five Things You Should be Doing

Thank you !!!!!!!!