1

Waterford Public Schools2014-2015 Fiscal Plan

Staying the CourseTaking Stock… Moving Forward

January 9, 2014

2

2014-15 Superintendent’s Recommended Budget

$45,162,491

$639,723 increase from FY14

1.44% increase

Page 1

3

Agenda

January 9th

1. Jerry: Superintendent’s Overview

2. Bob: Budget Drivers/ District-wide Accounts

3. Craig: Instructional Program / Staffing

4. Ed: Technology5. Questions / Discussion

January 16th

1. Follow-up from 1/92. Kathy: Special

Education3. Pat, Glenda & Chris:

Elementary4. Jim: Middle School5. Andre: High School6. Dave: WHS Athletics7. Jay: Facilities8. Questions / Discussion

4

Fluid Process

What We Know Today

March and May 2014

Data Points

June 30, 2015

5

Moving Forward

Guiding Principles• Excellence is expected• Continuous Improvement is the norm• Innovation where possible• Need vs. Want• Special Education mandates addressed• Fiscally Responsible approach

6

Process

• Summer Research• Collaboration with the Town• Needs Based

– Enrollment Driven– Trend Data– Competitive Bidding– Reallocate and/or Redeploy

• Site Development/Area of Responsibility• Administrative Review

– Sharing Practice– Alternative Approaches– Research Questions – Explore Opportunities

• Supports Budget Assumptions

7

BOE Adopted Budget Assumptions

• Cost Efficiencies• Class Size Guidelines• P.D. / Curriculum Renewal• Technology Plan (Phase 3)• Federal / State Mandates• Preventative Maintenance• School Safety• Contract Costs• Needs-based

Page v

8

Increases to MaintainCurrent Operations

Certified Salaries $264,574Equipment $90,442Prof/Technical Services $87,811Support Salaries $84,345Tuition $58,342Electricity $41,060Workers Comp $33,704Software $26,834Maint/Repair/Supplies $17,300Diesel Fuel $17,032Natural Gas $12,216

Page 2

9

Increases to MaintainCurrent Operations (continued)

Property Insurance $10,885Contracted Services $8,569Liability/Life Insurance $8,294Propane $7,809Instructional Supplies$7,681Other Line Items $5,470Curriculum Development $5,000Legal Services $5,000Other Purchased Services $1,680Communications $1,200

Page 2

10

Decreases to MaintainCurrent Operations

Sick Leave Payout ($53,084)Student Transportation ($46,788)Fuel Oil ($21,131)FICA ($15,645)Postage/Advertising ($9,700)Retirement Incentive ($3,000)Sewer Service ($2,657)Healthcare ($1,532)Other Supplies ($720)Texts/Library Books ($676)Water ($592)

Page 2

11

Bottom Line Increase

$639,723

12

2014-2015 Proposed BudgetInstructional

Services 49.84%

Support Ser-vices 11.57%Employee Benefits 17.56%

Contracted Services 3.15%

Transporta-tion 5.34%

Insurance 0.56%

Communica-tions 0.20%

Tuition 4.56%

Other Pur-chased Ser-vices 0.40%

Instructional Supplies

1.31%

Operation & Mainte-

nance 3.99%

Texts/Books/Other

Supplies 0.86%

Equipment 0.50%

Dues & Fees 0.09%

Operating Capital

Improve-ment 0.12%

Page 6

13

Factors Impacting Budget

• Contractual Obligations• Technology Replacement Plan• Mandates• Energy Costs (Increases, Decreases)• High School Warranty Period• Health Insurance (Level Funding)• Federal / State Revenue Sources• Tuition Account

14

Continuous Improvement

• Renewal (Science, TAG)• Textbooks (Science)• Special Education Support – Lead Teacher• Reading & Math Support (Elementary Level)• Readers & Writers Workshop• Redeployment of Staff

15

Partnership with Town

• Shared Human Resources Services• Shared Information Technology Services• Shared Maintenance Services• Shared Courier• Shared Printing Services• Joint Bids and Purchasing• Relationship with Police Department• Relationship with Youth Services Bureau• Relationship with Recreation & Parks• Relationship with Public Works

Page 136

16

Cost Savings Opportunities

• Energy Costs Controlled• Solar Energy Expansion• HDHP Promotion• Health Insurance Bid• Negotiated Benefit Adjustments• Special Education Transportation• Print Management (Future)

Pages 81-86

17

Containment Efforts

• Renegotiated Labor Contracts, Benefit Packages

• Redeployment of Staffing• Student Transportation• Energy Management• Magnet School Services• In-district Special Education Services• Fiber Optic Network / Virtual Desktops (see

Appendix A)

Pages 81-86

18

Cost Efficiencies and Avoidance Summary

2013-14 Current Year

Staff $320,000Electricity $202,700LED Lighting $34,700Solar Energy $4,800Health Insurance$418,600Transportation$266,765Special Education$204,700Technology $4,000Totals $1,456,265

2014-15 Proposed Budget

Staff $253,200Electricity $202,500LED Lighting $34,700Solar Energy $4,800Health Insurance$463,600Transportation$54,600Special Education$204,700Technology $39,000Postage $9,400Totals $1,266,500

Page 86

19

Guiding Questions

• Is this a need?• Is there an alternate way to fund this need?• Does this require further research?• If something “new” is needed, what can I

reallocate to fund need?

20

2014-15 Superintendent’s Recommended Budget

$45,162,491

$639,723 increase from FY14

1.44% increase

Taking stock of everything we do!

21

Closing Comments

• Moving Forward while being Fiscally Responsible

• A Collaborative Effort !!!