1. 2015-16 Budget Staffing Changes, Contingency Budget, Revenue (including updated tax cap levy), Use of Fund Balance April 1, 2015 1

2. Mission-Focused Budgeting All students are provided the opportunity and necessary support to engage in relevant, challenging work which contributes to their academic and social growth and development All staff, teachers, and administrators are part of a larger learning community working together to build collective capacity in order to provide a high-quality, relevant, equitable education for all 2

3. The NYS Budget State aid $1.3 billion year-to-year increase in aid to school districts statewide. Local aid increases are tied to new APPR teacher evaluation plans. Gap Elimination Adjustment (GEA) has been partially reduced in 2015-16 and is scheduled to end in 2016-17. Teacher evaluations NY SED will oversee the latest overhaul of the Annual Professional Performance Review (APPR) for teachers and principals. Two components to teacher evaluations: student performance on assessments and classroom observations. The value assigned to each component has not been determined. Strict new rules for educators who are rated “ineffective” in two or more consecutive years.

4. The NYS Budget Teacher tenure The probationary period for teachers and principals is increased from three years to four years. Teachers must have effectiveness ratings of either “Highly Effective” or “Effective” in three out of the four years to qualify for tenure. A teacher or principal who is rated “Ineffective” in year four cannot be granted tenure, but can have the probationary term extended by one year. Underperforming schools The budget sets a timeline for schools that are deemed “chronically underperforming” to improve or face consequences. Districts would be required to have improvement plans approved by the State Education Department and meet objectives contained within the plan. Schools would have one or two years to demonstrate improvement depending on how long it has been underperforming. Failure to show improvement could result in a school being put into receivership, with control of the school being handed over to a state-designated non-profit. 4

5. State Aid Comparison: North Colonie Central School District 2014-15 Actual vs. 2015-16 Adopted Budget Foundation aid increased by $41,519. The total for this year is $11,262,886. Our gap elimination adjustment was $1,082,195. We currently have $1,792,611 left to be restored. Our reorganization incentive aid decreased by $285,659. Categorical aids totaled $7,371,238, an increase of $47,918 from 2014-15. Our grand total for all aids, absent the full day K incentive, was $18,841,124, an increase of $885,973. Our full day K incentive amounted to $611,210, bringing the grand total of all aid to $19,452,334, an increase of $1,497,183 from 2014-2015. In our budget meetings, we have consistently referenced $750,000 as the figure allotted for full day K implementation. This, in fact, may ultimately approximate the aid we receive; however, the number we received today from the state is based on the enrollment projections we sent in to the state. This is an 8.75% increase in state aid from 2014-2015. Absent Full Day K aid, the increase is 3.9%.

6. Proposed Revenue Budget and Revised Tax Cap Levy See Handouts

7. Estimated Tax Cap for 2015-16 7

8. Proposed Revenue Budget Real Property Taxes (at Tax Cap, as revised) 78,567,585 State Aid, including BOCES Aid and Full Day Kindergarten Aid (State Aid runs of 3/31/15, plus Homeless Aid) 19,477,334 Day School Tuition (Menands) 1,400,000 Special Ed Services – Other Districts (6 privates/21 districts/ 65 children) 500,000 Health Services - Other Districts (37 districts/805 students) 400,000 Rental of Real Property (Achievements/daycares) 287,000 Payment in Lieu of Taxes (Shaker Pointe) 103,000 All Other Revenues 998,000 Total Revenue Budget 101,732,919

9. Summary of Proposed Budget for 2015-16 (as revised 3/31/15) Estimated Revenue Budget $ 101,732,919 Use of Fund Balance 967,772 Total Estimated Revenues and Use of Fund Balance $ 102,700,691 Total Appropriations Budget $ 102,700,691

10. Proposed Use of Fund Balance Unassigned Fund Balance $ 717,772 Reserve for Retirement Contributions (ERS) 200,000 Reserve for Compensated Absences 50,000 Total Proposed Use of Fund Balance $ 967,772

11. Fund Balance as of June 30, 2014

12. Fund Balance: Non-spendable, Restricted, Assigned & Unassigned as of June 30, 2014 Total Fund Balance $12,679,297 Non-spendable $11,292 (Items that are pre-paid expenditures) Restricted $6,272,521 (Reserved for various purposes & includes $470,000* Approp. for 14-15) Assigned $3,042,684 ($2,685,116* Appropriated for 14-15, plus $357,568 encumbrances) Unassigned $3,352,800 (Limited to 4 percent of next year’s budget) * Totals $3,155,116 appropriated for 14-15 budget.

13. Restricted Fund Balance (Reserves) as of June 30, 2014 Name of Reserve Balance 6/30/14PurposeNotes Workers Compensation $310,284To fund unplanned self-insured WC claims $847,153 in claims at 6/30/14 Unemployment$41,291To fund self-insured UE claimsTo cover potential UE claims Retirement Contributions $2,514,181To stabilize the ERS contribution payment Budgeted to use $320,000 in 14-15 and $200,000 in15-16 Tax Certiorari$750,750To fund tax certiorari claims$1.558 million in potential claims at 6/2014 Employee Benefits & Accrued Liabilities $1,455,192To fund sick and vacation payouts for retiring staff $3.83 million in total liability at 6/2014, $1.70 million fundable from reserve. Budgeted to use $50,000 in 14-15 & $50,000 in 15-16 Debt$1,200,823To fund debt service principal and interest $28.3 million in outstanding principal & interest at 6/2014 Total Restricted Fund Balance $6,272,521Restricted for the purposes noted

14. Projected Fund Balance as of June 30, 2016

15. Projected Fund Balance as of 6/30/16 as of today Total Fund Balance at 7/1/14 12.7 million Projected Loss for 2014-15 - 3.0 million Projected Total Fund Balance at 6/30/15 = 9.7 million Budgeted Loss for 2015-16 per Sch. A- 1.0 million Projected Total Fund Balance at 6/30/16 per current budget proposal= 8.7 million

16. Sustainability: Scope of the Problem  See projection handouts.

17. Schedule B: Staffing Focusing on the Mission Budgeting for Educational and Fiscal Sustainability

18. Focusing on the mission 18

19. Student Achievement Curriculum -Creation -Alignment -Articulation Assessment -Inventory of assessment tools -Balance of assessments --Analysis of data Instruction -Identification of best practices -Professional Development

20. Curriculum In ELA, we have new units of study for all grade levels focusing on reading literature, reading informational texts, and foundational reading skills. In ELA, we now have an elementary framework for writing that is aligned with the 7-12 framework with units of study for expository writing, narrative writing, and persuasive writing. In Mathematics, we now have a spiraled math curriculum K— 6, with clearly articulated progressions and pacing guides. In both areas, we have coordination between classroom curriculum and support services provided by remedial and special education teachers. In both areas, we now have consistent curriculum expectations across grade levels and across six buildings.

21. Instruction: “The real shift is not in content, but in pedagogy”--Joe Kavanaugh ½ day grade level workshops to accompany the roll out of each new instructional unit in ELA ½ day grade level workshops on instructional shifts for mathematics, including the progression from concrete to pictorial to abstract; the use of manipulatives, the use of bar models, the use of tape diagrams, and the use of number bonds Ongoing training in using formative assessment data to guide instruction After school workshops on topics ranging from close reading to best organizing a math lesson Ongoing team meetings and individual support

22. Assessment In ELA, the continued use of the reading benchmarks, the addition of a new spelling/word study pre-assessment inventory aligned with the Common Core, development of on-demand writing prompts with corresponding rubrics for the three purposes for writing at each grade level. In mathematics, common chapter tests, middle of the year skills check, and end of year skills check. In mathematics, data analysis and information aligned to students progress with specific common core standards.

23. Elementary Curriculum, Instruction, and Assessment: A living, breathing model Curriculum, instruction and assessment is at the heart of what we do in a school district. The three-legged stool is an apt metaphor. If any one area is underdeveloped, the stool does not have a solid foundation. We have more students in grades K through 6 and more buildings than in all the high school and yet we have less support for curriculum, instruction, and assessment. Each principal has done the best he or she can with the four conference days a year and limited grade level meetings throughout the year to try to push forward curriculum development across 6 buildings. We are in an ongoing state of change, with students who need us to help them reach the ever-higher standards. We cannot simply wait for four meetings a year to try to change curriculum or align instructional practices across six buildings. This simply is not enough time, nor is it enough attention on the critical business of schooling. To that end, we are proposing that we keep four coaches who can be responsible for curriculum coordination, instructional professional development, and assistance in assessment design in the four core subject areas.

24. Budgeting for Educational and Fiscal Sustainability 24

25. Using Attrition to Achieve Sustainability (Potential Savings Pool) Potential Budgeted Savings (Retirements) SHS Art SHS SS Anticipated teacher retirement Director IT SJHS Hall Principal Assistant Director of Pupil Services Assistant Superintendent of Business Total: $999,000

26. Using Attrition to Achieve Sustainability (Potential Savings Pool) Plus Replace maintenance retirement with Maintenance Mechanic Other (“Non-Attrition” Savings) Reduced PE staffing need for full day kindergarten.4 to.1- net savings=$22,000 Reduce summer curriculum spending from the general fund=$43,000 Eliminate subscription to Test Wiz=$46,000 Eliminate the request for a part-time dispatcher in transportation. Use existing budgeted staff to meet this need. =$19,000 Base budget assumes keeping 6 instructional coaches. We are recommending a reduction to 4.

27. Actions: Using Attrition to Achieve Sustainability Do not replace the Director of Information Technology Reorganize IT into three areas: classroom implementation, data and information services, and infrastructure, hardware, and software support. Net Savings: $174,000

28. Actions: Using Attrition to Achieve Sustainability Replace SJHS Hall Principal Honor an internal transfer request to SJHS Hall Principal. Internal transfer to Hall Principal at SHS. Replace that position internally with entry level Dean from existing internal administratively certified teacher pool SHS to shed.8 teaching FTE to offset Dean’s salary. All CTE 7-12 including Business Department supervised by one individual. Total Net Savings: $85,000

29. Actions: Using Attrition to Achieve Sustainability Move current PPS supervisor to Assistant Director of PPS Do not replace the supervisor position. Redistribute PPS responsibilities. Department of Physical Education to assume Health Education with the establishment of the position of Supervisor PE and Health Net Savings: $142,000

30. Actions to Achieve Sustainability Total Savings Director of IT-Net Savings: $174,000 Assistant Director of Pupil Services-Net Savings: $142,000 Shaker Junior High School Hall Principal-Net Savings: $85,000 Replace maintenance retirement with Maintenance Mechanic-Net Savings: $27,000 Reduced PE staffing need for full day kindergarten.4 to.1- net savings=$22,000 Reduce summer curriculum spending from the general fund=$43,000 Anticipated breakage teacher retirement=$66,000 Elimination of Test Wiz Subscription=$46,000 Forego addition of Part-time Dispatcher=$19,000 Total=$624,000

31. Actions to Achieve Sustainability: Redistribution of Pupil Services Responsibilities (Option 1) Pupil Services will eliminate one administrative position. In order to provide supervision for the range of departments under the umbrella of Pupil Services, the department will be streamlined. Where and when logical, departments will be moved to a site-based management model.

32. Pupil Services will retain: (Option 1) CPSE Elementary Special Education Programs (23) Junior High School Special Education Programs (7.25) Shaker High School Special Education Programs (19) Goodrich Special Education Programs (1.5) DOL Special Education Programs (6.1) Siena Special Education Program (1) Extended School Year Program Outside Placements TVI (1) Occupational Therapy (8) Physical Therapy (3) Speech Therapy (13.6) Psychological Services (10.4) Teacher Assistants (21) Teacher Aides (117.5) Special Education Interns (13) Psych Interns (16) Elementary Remedial/Alternate Math (9) Elementary Remedial Reading (15) Transition Services Summer School (Pre K—8)

33. Shaker High School will assume: (Option 1) Goodrich Alternative Education (1.5) Remedial Reading (2) Guidance Department (7) Student Assistance Counselor (1) RISE Program (1 + 1TA) PIIP Program (1 + 1TA) ENL (2) Nurses (2) (Reserve the possibility of a 7-12 guidance supervision model)

34. Shaker Junior High School will assume: (Option 1) Remedial Reading (2.4) Guidance Department (4) Student Assistance Counselor (1) REACH Program (1) ENL (1) Nurse (1) (Reserve the possibility of a 7-12 guidance supervision model)

35. Elementary Principals will assume: (Option 1) Guidance Counselor (1) ENL Teacher (1) Nurse (1)

36. Elementary Principals will coordinate across six elementary buildings (Option 1) Counselors ENL Services LEP Librarians (lead librarian in place) Nurses (lead nurse in place) Instructional Technology

37. Actions to achieve sustainability: (Option 2) Option 2 is currently under discussion and review. Option 2 entails replacing the Pupil Services administrative retirement. Currently, multiple options are under consideration. A final recommendation will be presented no later than April 16. The final recommendation will not impact the use of fund balance (budget neutral). 37

38. Additional Shifts: (Both Options 1 and 2) K-12 Health will move to a newly reconfigured Physical Education, Athletics, and Health department. Residency, Home Instruction, and Foreign Exchange Services will move to an enhanced Registrar’s Office, functioning as a home-school liaison. 4 elementary coaches will work as coordinators of K- 6 curriculum and professional development in consultation with elementary principals and with the content-specific support provided by high school supervisors

39. Updates Revised Schedule B: Proposed Staffing Changes (3/31/15) Revised Schedule F: New Program and Initiatives (3/31/15) Schedule G: Other: (This schedule represents alternative sources of funding for programs or additional savings that have been achieved through reductions or reduced rates) $50,000 to fund summer curriculum development through the Title II/III Federal Grant Programs $46,000 to eliminate the Test Wiz service from BOCES Revised science supply costs achieved without program impact of $20,000 Funding of the portion of an instructional coach position through the Title II Federal Grant Program: $38,000 Savings of $35,000 achieved through a new contract with NYSMEC 39

40. Contingency Budget

41. If a budget staying at or within the tax levy cap fails to get more than 50% yes votes: District can go directly to Contingency Budget District can re-submit for a second vote If it passes: same as if passed on first attempt If it fails: District goes to Contingency Budget Any proposed budget exceeding the tax cap requires a supermajority of 60%

42. Contingency Budget Must not include non-contingent items such as: Salary increases for non-instructional, non- unionized employees New equipment Public use of school buildings except where there is no cost to the district Non-essential maintenance Capital Expenditures, except in an emergency

43. Contingency Budget Tax Levy for 2015-16 budget is limited to the 2014-15 tax levy amount $76,293,329 No exclusions No 2% growth No tax base growth factor

44. What’s next? Budget committee meeting schedule: March 2: Preliminary Budget Overview March 5: Maintenance & Interfund Transfers March 9: Debt service, Enrollment March 16: Equipment, Technology March 19: New programs and initiatives, including Full Day Kindergarten and ENL, Summer Curriculum April 1: Staffing Changes, Contingency Budget, Revenue (including updated tax cap levy), Use of Fund Balance April 13: Further discussion and optional voting by Board of Education April 16: Voting by Board of Education 44