1. Budget Planning Process for FY2014-15 Theresa Wilde, Budget Director 512-414-9917 twilde@austinisd.org Sara Kohn, Senior Budget Analyst 512-414-9910 sara.kohn@austinisd.org

2. Important FY2015 Budget Dates Sept. 2013 Board discusses and approves Budget Parameters and Budget Development Calendar to guide the development of the preliminary budget. Nov. 2013 – Board discusses and takes action on Budget Assumptions and Staffing Formulas. – Board approves Strategic Priorities

3. Important FY2015 Budget Dates Dec 2013 Student projections are established and used to develop campus allocations. Jan 2014 Staff conduct campus budget workshops, receive budget submissions, compile and prepare the preliminary budget. Feb 2014 Superintendent presents the preliminary budget to the board Apr/May 2014 Community meetings are held to vet preliminary proposal.

4. Important FY2015 Budget Dates May 2014 Travis Central Appraisal District provides preliminary appraisal values to District Jun 2014 Superintendent presents the FY2014-15 Revised Budget to the Board based on preliminary appraisal value. July 2014 Travis Central Appraisal District certifies appraisal values Aug 2014 Superintendent present the Recommended budget to the Board; Board conducts legally required public hearing on the Recommended Budget and wills and adopt the budget and tax rates.

5. BTO Budget Allocation Sheet Staffing allocation Non-Staffing allocation Both the Staffing and Non-Staffing allocations are driven by the projected number of students The projected number of students and the staffing and non-staffing allocations have a direct relationship with each other; if enrollment increases, allocations increase and conversely, if enrollment decreases, allocations decrease.

6. Staffing Formulas for a Regular High School Regular Classes: Staff for 6 out of 8 classes daily. Class size target of 29 students. CATE: Included in the regular HS teacher allocation, with some separate additional allocations, according to need. Special Ed: Caseload of 24 to 1 for resource & inclusion. Caseload of 12 to 1 for life skills, PPCD, SBS, SCORES. Additional considerations as required by ARD.

7. Staffing Formulas for a Regular Middle School Regular Classes: Staff for 6 out of 8 classes daily. Class size target of 29 students. CATE: Allocated separately, according to need. Special Ed: Caseload of 21 to 1 for resource & inclusion. Caseload of 12 to 1 for life skills, PPCD, SBS, SCORES. Additional considerations as required by ARD.

8. No. of Student Projection x No. of Classes for Students : 2,560 x 8 = 20,480 Student Contacts No. of Classes Taught x No. of Students Per Class: 6 x 29 = 174 Student Load Total Teacher Allocation = Student Contacts / Student Load (20,480 / 174 = 118 Teachers) Regular Teacher Staffing Calculation

9. Professional FTEs Staffing for a Sample High School 2010-112011-122012-132013-14 Principal1.00 Asst Principal5.00 Director2.00 Librarian2.001.00 Counselor6.00 Athletic Trainer2.00 Regular Teacher127.00115.00120.00116.00 Special Ed Teacher23.0024.0023.0022.00 CATE Teacher1.00 3.00 Bilingual Teacher3.002.50 Delta Teacher2.00 Art Teacher0.00 Band Teacher3.00 Orchestra Teacher1.00 Choir Teacher1.00 Dance Teacher0.00 Theater Arts Teacher0.00 0.40 ROTC Teacher2.00 Total181.00168.50174.90 169.90

10. Professional FTEs Staffing for a Sample Middle School 2010-112011-122012-132013-14 Principal1.00 Asst Principal2.00 Librarian1.00 Counselor3.00 Regular Teacher47.0045.00 44.00 Special Ed Teacher5.0010.00 CATE Teacher10.005.00 Bilingual Teacher2.00 Band Teacher3.00 Orchestra Teacher1.001.502.00 Choir Teacher2.00 Total77.0075.5076.00 75.00

11. Staffing Formulas for a Regular Elementary School Pre-K: 19 Max (Full-Day) Grades K - 4: 22 Cap Grades 5 & 6: 30 Max Special Area: Art/Music/PE: 1 special area teacher for each 7.5 regular K-6 teachers (rounded up to nearest half teacher). Special Ed : Caseload of 15 to 1 for resource & inclusion. Caseload of 8 to 1 for life skills, PPCD, SBS, SCORES. Additional considerations as required by ARD.

12. Allocated by Grade Levels – Pre-K (19 CAP): 19 students, 1 teacher – K (22 CAP):147 students, 7 teachers – 1 st (22 CAP): 156 students, 8 teachers – 2 nd (22 CAP): 166 students, 8 teachers – 3 rd (22 CAP): 155 students, 8 teachers – 4 th (22 CAP) : 161 students, 8 teachers – 5 th & 6 th (30 Max) : 157 students, 6 teachers Regular Teacher Staffing Calculation

13. Professional FTEs Staffing for a Sample Elementary School 2010-112011-122012-132013-14 Principal1.00 Asst Principal1.50 Librarian1.00 Counselor1.00 Literacy Teacher - RR0.50 Bilingual Teacher - BL0.001.000.340.50 Special Ed Teacher7.006.00 Teacher - PreK1.00 Teacher - Kinder8.006.008.007.00 Teacher - First Grade8.007.00 8.00 Teacher - Second Grade8.00 Teacher - Third Grade8.007.008.00 Teacher - Fourth Grade8.007.008.00 Teacher - Fifth Grade5.006.00 Teacher - Sixth Grade0.00 Teacher - PE2.001.832.00 Teacher - Art2.001.832.00 Teacher - Music2.001.842.00 Total64.0059.5063.34 63.50

14. Non Staffing Allocation Per Pupil Allocation: $71 /$64/$59 x Weighted Students Weighted Students = Enrollment + (Enrollment * Free/Reduced % * 20%) For example: 560 students + (560 x 70.55% * 20%) = 560 + 79 = 639 weighted students Staff Development: $500 + ($131 x # of professional Staff). It is recommended that 90% of the staff development be allotted for teacher subs.

15. Classified Overtime: $500 per clerical staff Example: For 12 FTEs for Secretary and Clerical Staff, Classified Overtime will be 12 x $500 or $6,000 ROTC allotment: $3,500 (Secondary) School Lunch Monitoring (Elementary) Non Staffing Allocation

16. Planning for the Coming Year Budget Non staff allocations are provided in one lump sum amount. Principals can spread the money to various accounts (supplies, copier rental, refreshments for school functions, or additional professional dev, etc.) Detail general reports are available for current and prior years to provide historical spending trend

17. Planning for the Coming Year Budget Principals have discretion to purchase additional FTEs using the non staff allocation Principals may exchange positions within their BTO. Guidelines for position exchange must be followed to warrant the existence of certain positions that are critical for the campus operations. Please refer to the guidelines of Position Exchange for reference.

18. Planning for the Coming Year Budget The planning process can start as early as September each year Unless there is a change in staffing formulas, regular teacher FTEs will only fluctuate when the number of student projection increases or decreases at your campus Special Ed teacher allocations are driven by the types of Special Ed students who will enroll at your campus. Individual student needs are driven by the IEP/ARD process

19. Planning for the Coming Year Budget The timeline for the budget process is to guide staff to finish the budget in a timely manner, yet to allow time to present the budget to the Board, community and meet other legally mandated rules and regulations. Though the Preliminary Budget is submitted in February, the Recommended Budget is not finalized until July 20 when the TCAD provides the District certified value, principals, therefore, can still submit changes up to July 10.

20. Additional Budget Office Contacts Melissa Gidley - Departments 512-414-9916 melissa.gidley@austinisd.org Beverly Salazar - Special Campuses 512-414-9913 bsalazar@austinisd.org Teresa Marie Rodriguez - Area 1 & 3 Campuses 512-414-9915 terrodi@austinisd.org Travis Houston – Area 2 Campuses 512-414-5032 travis.houston@ausinisd.org Susie Thompson – Budget Transfers, General Help 512-414-2322 lothomps@austinisd.org

23. State & Federal Accountability Federal Grants

24. State & Federal Accountability Staff Dr. Nancy Phillips, Director 414-3280 nancy.phillips@austinisd.org Dr. Mary Thomas, Project Director, District Shepherd 414-3997 mathomas@austinisd.org Nichelle Williams, Administrative Assistant 414-9963 nrwillia@austinisd.org Annette Ruback, Accounting Tech Central414-2091 aruback@austinisd.org Area I Coordinator: Peggy Mays 414-9519 Accounting Tech Christy Davis 414-3472 Area II Coordinator: Alan Towler 414-9965 Accounting Tech Lisa Barrett 414-9972 Area III Coordinator: Hellen Bedgood 414-0012 Accounting Tech Dedrick Epps 414-4567

25. All Title Funds are supplemental These funds cannot replace district support to campuses All federal guidance must be followed or the district could be required to return funds These funds are designed to support the most in need and assist students in meeting state and federal standards Federal Funding

26. Title I funds are given to campuses based on the number of students residing in an attendance area that are on free/reduced lunch. – The campuses are then ranked from the highest percentage of those identified students to the lowest – The district formula provides an allocation until all funds are distributed. Allocation Process – Preliminary planning amounts are given to the campus in January – Adjusted planning amounts are give to campuses in late May/June based on TEA opening Title I application for the coming year. – Allocations are revised after TEA designates Roll Forward in Nov/Dec. Campus Title I

27. The campus needs assessment determines the grant expenditures. CAC begins the planning process Parents are involved, in an organized, ongoing, and timely way, in the planning, review, and improvement of programs, including the planning, review, and improvement of the school parental involvement policy and the joint development of the schoolwide program plan The campus plan describes the services, activities, and expenditures related to Title I The plan also describes how the services, activities, and expenditures will be evaluated as to their effectiveness Title I Campus Plan Process

28. CampusDate Revision #Date This table provides an executive summary of Title I, Part A expenditures, and ties them directly to improving student performance, as identified in the Needs Assessment and corresponding strategies of the Action Plan.. As appropriate to ensure clarity, please provide a brief description for line items). Please insert additional rows in the table as needed. Type of Expenditure How will Expenditure Improve Student Performance?Amount ofSummative Needs AssessmentAction Plan StrategyExpenditureAssessment of Impact Personnel $0.00 Instructional Supplies, Materials, and Equipment $0.00 Staff Training Explanation of Expenditures Explains how the campus will spend it’s Title I funds. If it is not in the EOE the campus has submitted the campus has to amend.

29. The district must reserve funds for” – Parental Involvement – Homeless student support – Children in local institutions for neglected and delinquent students – Highly Qualified recruitment/retention – Professional Development – Participating Private School – Evaluation, Accountability District Initiatives – Childcare at identified Title I HS – Summer school – Title I students, ELL students – Prekindergarten – Learning Support Services Reservation of Funds

30. Title II Funds are used for: – Recruitment and Retention of Highly Qualified Staff – Professional Development – SEL – Educator Quality – CTE – Evaluation/Accountability Title III Funds are used for: – Additional teaching positions assigned to campuses based on the number of ELL students – Professional Development – Supplemental supplies/materials for ELL students Title II and Title III Funds

31. Expenditures must support student achievement – student services, activities, teacher quality Services are research based Expenditures are documented Expenditures are reasonable and necessary Expenditures are supplemental State & Federal Accountability provides technical assistance and support General Guidelines