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HomeMy WebLinkAboutWA Draft Budget • ���.. moo.00 MOW jv NOV to . c © 0 , c \° c aNcW nc �� Westlake Academy * IBO World School FISCAL YEAR 2600 JT Ottinger Road * Westlake, Texas 76262 2011 -2012 www.westlakeacademy.org (� TABLE OF CONTENTS r I. INTRODUCTION Memo from Superintendent 1 IL TARGET REVENUES A. Per/Pupil Funding Comparison with State and National Average 3 B. Average State Funding per Student 3 C. Blacksmith Annual Program Contributions 4 D. Revenues by Dollars 4 E. Revenues by Percent 5 F. Westlake Academy Student Enrollment 5 G. Westlake Academy Programme Growth(Revenue,Expenditure & Student) 6 H. Projected Student Census for FY 2011-2012 (as of 6/2/11 7 I. Westlake Academy Population by ISD and Admittance 8 J. Number of Students per Grade 9 III. LEVEL OF SERVICE: OPERATING COST A. Overview of Service Levels for FY 2011/2012 and Recent Board Direction 10 1) Approved Salary Scale and Actual ISD Scales for FY 10-11 12 a) Graph of FY 10-11 ISD Salary Scale Medians 13 b) Graph of FY 10-11 ISD Salary Scale Averages 14 2) Position Summary 15 3) Graph -Number of Positions(Primary, Secondary & Administrative) 16 B. Other new costs(Not Approved) 1) Service Level Adjustments 17 a. New positions and additional costs (SLAs) 18 b. One-time cost requests 24 c. SLAs—Not Recommended 25 i t TABLE r IV. TARGET EXPENDITURES A. Five-year Projection assumptions 29 1) Five-year Projection - 5%reduction in funding -no SLAs 30 2) Five-year Projection - 5%reduction in funding- including SLAs 31 3) Five-year Projection- 8%reduction in funding-no SLAs 32 4) Five-year Projection- 8%reduction in funding- including SLAs 33 V. TOTAL ALL-IN COSTS A. Total Budget including Debt Service 34 B. Total Expenditures per Student 34 H 4 r-A$,-**-LSI� ri Q- -)VN\,-" MEMORANDUM Date: June 6, 2011 TO: Honorable President and Board of Trustees FROM: Tom Brymer, Town Manager/Superintendent SUBJECT: Setting for FY 11-12 Proposed Budget Consideration by the Board of Trustees Last year, in preparation for the FY 10-11 Budget, the Board indicated they would like to have earlier involvement in the budget process prior to its consideration in August just before the start of the next fiscal year on September 1 st. Consistent with that Board direction, staff has scheduled another budget retreat for this Thursday. This retreat will give the Board an opportunity to provide direction to staff on the FY 11-12 WA operating budget before it is brought to you in August for consideration for adoption. Staff has prepared information in this notebook to assist and facilitate the Board's deliberations on the FY 11-12 Westlake Academy Proposed Operating Budget. In FY 09-10 the WA Budget focus was "Pursuing Excellence, Facing Challenges". The next fiscal year, FY10-11, the budget theme was "Building Our Leaming Community". Both of these fiscal years presented their unique challenges, but primarily were dealing with issues of enrollment growth, optimal class size in the face of that growth, and moving the WA operating budget to a financial position that funds its entire operating cost. However, the setting for consideration of the FY 11-12 WA operating budget is different than the previous two fiscal years' budget deliberations. Certainly we must continue our focus on enrollment growth and educational quality as well as its attendant issues such as class size and the limitations imposed by the size of our existing campus facilities. But, in addition to those challenges, we must now deal with reduction of financial resources in FY 11-12. This will likely be the case in FY 12-13 as well. To make things even more difficult, we must budget (at this point in time) not knowing the extent of these reductions. We can only forecast utilizing our best information at this time as to what those reductions will be. 1 Specifically, the source of 84 % of the Academy's operational funding is State FSP (Foundation School Program) funding. The State Legislature is now in Special Session because it has yet to adopt a State budget for the next biennium. Up to this point, the latest iteration of a State's proposed budget contained a $4 billion reduction in FSP funding for the next two fiscal years. Our best information at this time indicates we will have an 8% reduction in both FY 11-12 and FY 12-13. Additionally, there is no guarantee that end of the next State biennium, that FSP funding will be restored to FY 10-11 levels. As a result, the Westlake Academy budget theme for FY 11-12 is "Continued Excellence in the Face of Change". Key guiding questions for the Board to use as they evaluate our budget for FY 11-12 include: • How do we maintain the levels of excellence at WA that have been achieved and continue to do so with our enrollment growth and diminishing State funding levels? • How do we advance in the areas that have been identified as opportunities for improvement? • Is this proposed budget congruent with the WA's vision, mission, and values and in turn with our Strategic Plan and its 5 desired outcomes? • Are current levels of spending in the proposed budget financially sustainable over the long term based on our projected enrollment for FY 11-12 and subsequent years and with reduced State funding? All these questions point to our challenge at Westlake Academy for FY 11-12, "Continued Excellence in the Face of Change". The materials in this notebook have been formatted to identify key Board financial issues as it considers the FY 11-12 WA Operating Budget. The base target operating budget for FY 11-12 is $5,019,642, which does not include any service level adjustments other than new teaching positions previously approved by the Board to implement Option B, expanded block schedule for the secondary grades. Target Revenues Figure 1-Foundation State Program(FSP)funding levels Per/Pupil Funding Comparison $12 $10 n=c_-rease nu $s o vera n _ $6 $4 $2 $0 2004 2005 2006 2007 2008 2009 2010 Westlake Academy $4,809 $5,729 $5,624 $6,530 $6,623 $7,057 $7,279 ---Texas $7,214 $7,310 $7,547 $7,926 $8,420 $8,610 $9,227 National average $8,340 $8,717 $9,100 $9,565 $9,934 $10,313 $10,586 On average, nationally and at a state level,there has been a four percent(4%) increase in per student funding. With the anticipated decline in state funding over the next biennium of$4 billion or five to ten percent(5-10%),the gap in student funding at Westlake Academy will continue to lag behind. Figure 2-Average State Funding per Student Average State Funding per Student $8,000 $7,279 $7,057 $7,073 $6,867 $7,000 $6,530 $6,000 $5,000 $4,000 FY 03/04 FY 04/05 FY 05/06 FY 06/07 FY 07/08 FY 08/09 FY 09/10 FY 10/11 FY 11/12 The average funding per student at the state level will be decreased to FY 2008/09 levels. 3 Figure 3-Blacksmith Program Contributions Blacksmith Annual Program Contributions $600,000 $2,000 o $500,000 $1,800 $400,000 $1,600 c $300,000 $1,400 G $1,200 U $200,000 � $1,000 $100,000 $800 $- $600 Est. Est. FY FY FY FY FY FY FY FY 04/05 05/06 06/07 07/08 08/09 09/10 10/11 11/12 Blacksmith Program $239,446 $335,727 $388,377 $394,571 $394,129 $431,409 $528,974 $500,800 Contributions Per Student $907 $1,036 $1,122 $1,041 $945 $879 $1,021 $799 The Blacksmith Annual Program contributions have increased in line with the student population. The average contribution per student has been declining since FY 06/07. An increased focus by the Foundation in FY 10/11 increased the per student donation to over$1,000 per student. Figure 4-Revenues by Dollars Revenues by Dollars $6 -Transportation&Parking c °— Athletic Activities Income _ $5 $4 Local Revenue $3 M WAF Salary Reimbursement — — ■Lunchroom Revenues $2 — — 7 Investment Earnings ■Gifts and Donations $0 ■Blacksmith Apprentice Program(WAF) FY 08/09 FY 09/10 FY 10/11 FY 10/11 FY 11/12 Audited Audited Adopted Estimated Proposed Total State Revenues Budget Budget Budget The revenue structure of the Academy is primarily made up of Foundation State Program funding and the Blacksmith Annual Program.The primary funding sources of the Academy have not changed significantly since the inception of the school. 4 Figure 5-Revenues by Percentage Revenues by Percent 100% Transportation&Parking Athletic Activities Income 95% F:�Local Revenue 90% — w WAF Salary Reimbursement 85% — ■Lunchroom Revenues 80% — — — Investment Earnings 75% ■Gifts and Donations FY 08/09 FY 09/10 FY 10/11 FY 10/11 FY 11/12 0 Blacksmith Apprentice Program(WAF) Audited Audited Adopted Estimated Proposed Budget Budget Budget Total State Revenues Approximately 85-88%of the annual budget consists of FSP funding and an additional 10-12%from the Blacksmith Annual Program. The primary funding sources of the Academy have not changed significantly from the inception of the school. Figure 6-Westlake Academy Student Enrollment Westlake Academy Student Enrollment 700 600 500 518 491 400 300 3241 200 -- 100 0 FY 03/04 FY 04/05 FY 05/06 FY 06/07 FY 07/08 FY 08/09 FY 09/10 FY 10/11 FY 11/12 1-6 K-7 K-8 K-9 K-10 K-11 K-12 K-12 K-12 Student enrollment at the Academy has been driven by adding new grade levels through FY 09/10. The growth in FY 10/11 and 11/12 is due to the base number of students per class increasing to 20 and the implementation of"Option B"which includes the addition of a third section to the secondary programme. 5 Figure 7-WA Programme Growth WA Programme Growth (Revenue, Expenditure, Students) $6 350 c ° 300 $5 250 $4 200 $3 150 $2 100 $1 50 $- 0 FY FY FY FY FY FY FY FY FY 03/04 04/05 05/06 06/07 07/08 08/09 09/10 F/11 11112 Revenues $1,094 $1,831 $2,407 $2,879 $3,240 $3,623 $4,166 $4,445 1$5,100 Expenditures $1,068 $1,612 $2,211 $2,615 $3,373 $3,495 $4,053 $4,367 $5,019 Primary 195 231 231 231 231 231 231 280 305 Secondary 0 33 93 115 148 186 242 238 322 Westlake Academy's growth in revenues and expenditures correlate strongly with the number of students being served in each programme. The revenues and expenditures are driven by the number of students being served. (The first several year allocations between Primary and Secondary are based on 231 students in primary and the remainder in Secondary) 6 ) a N m a m o m / 0 0 41 0 % o a o c a o N o o m C k � £ • _ \ f ] � o a - - - o a o \$ ¢ ) � { qrm $ k - L ® CD 0 3 ) = o c o o c _ 2 - - � k 7 m o r e = w = _ * LO e ; � m � \ \ m n co 't n n = m c o a ) a I ] § a 2 0 0 0 N � o N 0 0 0 04 o w ko\ k o 0 0 - - o - o 0 0 - o - :as 2 - 3 ± � =2a a w a k U) g ¢ o }(£ ® - k 3 2 /)_® » { \ w ! \ ® LL 2 J \ i n Cl) ® o _ _ _ a CD Q § 22 2 � 2 \ ) t IL w U § E § = 2 _ - -- Y / § - • _ ° ) k n LO N _ Lo Cl) Lo n w 0 - n � ° { § & 0 _ § k k § 0 § § Cl) " §_ D00 « a) n r � 0 0) co co m _ w - p 0 zi3 CL w e ] \ ] LO ( (D CD U) (D CD W LO W) U - \ Q0 / A & k Cl) n n Cl) Cl) n - k { § t - § § § § § k � - E / ] W) _ m _ Ln co w M m e m m { E k k % § m _ - % N " 0 o a ° J b ] - - - - - - � ° _ / \ ) . a ) ) co m g # e S@ - _ ® . afkw a) _ o Raa_ = 7 § G o G co 9 a � . Figure 9-Westlake Academy Population by ISD Westlake Academy Population by ISD 47% ®Westlake 0 Carroll 21% Keller N Northwest 8% Other The majority of the students attending Westlake Academy are from the secondary boundary and primarily from the three ISDs that serve the Town of Westlake: Keller,Carroll and Northwest. Figure 10-Westlake Academy Population by Admittance Westlake Academy Population by Admittance % Open Enrollment Children M Westlake Resident Children School Staff Children 4% I Town Staff Children 1% Westlake residents make up 27%of the students attending the Academy with 68%coming from the open enrollment lottery and the balance of 5%from faculty and staff children. 8 Number of Students per Grade G12 31 31 G11 51 51 G10 55 60 G9 58 60 G8 59 60 G7 60 60 G6 59 60 G5 43 43 G4 41 Class Size 41 G3 43 Exceeds 20 43 G2 41 41 G1 38 40 K 37 37 0 10 20 30 40 50 60 ■2-Jun-11 024-Aug-11 There are approximately 616 students admitted into the Academy as of June 2, 2011. This will increase to approximately 627 students by the first day of school in August 2011. Class size limits have been exceeded in G2-5 with residents enrolling their children into the Academy. 9 Level of Service for FY 2011/12 - Operating Costs In addition to following the Board's financial policies as we prepared a proposed WA budget, it is important to keep in mind the following factors that significantly shape this proposed budget and how it is approached by the Board: • Compensation Is the Largest Driver of Operating Costs-Since a school is a service organization, 69%of its cost is understandably contained in faculty/staff compensation, i.e.salaries and benefits. Thus, previous decisions on staffing levels (number of positions)as well as the compensation system (teacher pay scale)are the largest drivers of cost in the WA operating budget. This draft budget includes 3.4 of the 5 FTE secondary teacher positions necessary to implement the expanded secondary block schedule per previous Board direction. The balance of these positions will be added in FY 12/13.The current teacher scale is based on the Board policy goal of being within 3%of the median of the nine(9)surrounding public school districts. Notably,these 9 school districts fall within Region XI boundary,which currently averages the highest pay per teacher in the State of Texas. Per Board direction, in FY 10-11 our teacher scale was increased by 2%. • The Board's Decision to transfer the Town's Direct and Indirect Operating Costs into Westlake Academy's Budget-Per Board direction given at its June 2010 budget retreat, $243,213 in direct operating costs related to WA were moved from the municipal budget to WA's operating budget in FY 10-11. Board direction at that same retreat was to, beginning in FY 11-12, include all WA indirect costs in the WA operating budget. This draft FY 11-12 Operating Budget has been prepared according to previous Board direction which includes the recognition and transfer of$325,000 of indirect cost. (Note:the financial forecast for municipal operations shown to the Town Council at its recent retreat assumes these indirect costs will be reimbursed to the municipal budget). • Remaining"Discretionary"Operating Dollars are Limited-Once decisions related to staffing levels (i.e. number of positions)and compensation, as well as direct and indirect operating costs, have been made, only$552,111 or 11%of the WA operating budget is truly"on the table"for discretionary decision making. • WA Debt Service Costs are Charged to the Municipal Budget's Debt Service Fund-These costs for FY 11-12 will be$1,498,450 and are paid with 4B and Property Tax Reduction Sales Tax as well as Hotel/Motel Occupancy Tax according to previous Town Council direction. • Student Enrollment Drives Operating Revenues-Forecasted K-12 enrollment for FY 11-12 is 627students. At its June 2010 budget retreat, Board direction was to increase class size to 20 students per class for FY 10-11(this has been implemented). Additionally, at this same 2010 budget retreat,the Board gave direction to add approximately 90 students in FY 11-12 to implement an expanded block schedule with additional course offerings for secondary students. This has also been implemented with on-boarding of new students and their parents occurring this spring. 10 Recent Board Direction At a March 2011 workshop,despite forecasting based on reduced State funding, Board direction was to maintain 20 students per class for enrollment in FY 11-12. Based on this direction on enrollment,staff is estimating State public education FSP funding at$6,867 per student in FY 11-12 which is an 8%decrease from State funding levels in FY 10-11. The WA Foundation's Blacksmith Campaign,which accounts for 10%of WA's operating revenue, has been forecast at$800 per student in FY 11-12. These revenues are donations by parents of WA students. • The Current Financial Forecast Predict Full Use of WA's Fund Balance by FY 16/17. Unless enrollment is increased,State funding is increased in FY 13-14, Blacksmith Campaign giving is greatly increased, other costs reduced,or some combination of these factors, WA's current $767,498 general fund balance will drop below the 45 operating day limit in FY 12/13 and will be depleted by FY 16/17. • WA Facilities are at Capacity. With the enrollment levels shown above,the WA campus facilities are at maximum capacity, even with the addition of three(3) portable buildings in FY 11-12 to support our expanded secondary block schedule initiative. Currently there is no source available to fund facility improvements except for State FSP funding from a significant enrollment increase. Primary Service Levels No changes are anticipated in the Primary Years Programme. Secondary As directed in the June 2010 budget retreat,the secondary programme will add a third section in grades 7—11. The increase in new students requires an additional five teaching positions which have been approved by the Board. A detailed description is provided in the table below. Table 1-Option B Faculty Increase Faculty Recruitment Type of Hire Subject 2011/12 2012/13 New Faculty Hire Foreign Language .4 FTE New Faculty Hire MYP Math/Science 1 FTE New Faculty Hire MYP Theater 1 FTE New Faculty Hire Humanities/PE 1 FTE .6 FTE New Faculty Hire Foreign Language 1 FTE In implementing "Option B"we have filled 3.4 FTEs of the 5 FTEs approved by the Board of Trustees in the June 2011 budget retreat. The additional FTEs will be added as the programmes fully develop in the MYP and DP over the next two fiscal years. 11 APPROVED WESTLAKE ACADEMY SALARY SCALE AND ACTUAL ISD SCALES FOR FY 2010-2011 SCHOOL YEAR un A U L � G � L C L Lam') L G1 v 7: L C C J Q, 3 ¢ a v � i z z r 3 0 45,044 45,422 48,500 45,900 46,570 49,260 46,143 44,450 47,191 46,679 46,357 -3.5% -2.8% 1 45,490 45,8113 48,7511 46,247 47,735 29,274 46,693 44,896 47,854 44,657 46,4711 1.9°/, -2.1% 2 46,169 46,319 49,130 46,597 47,975 49,284 47,298 45,176 48,519 47,537 47,637 -2.9% -3.1% 3 46,481 16,8311 49.600 47,105 48,481 49,306 47,908 45,584 49,184 48,1101 48.195 -3.204. -3.6'90 4 47,087 47,359 49,980 47,426 48,813 49,415 48,303 45,950 49,682 48,366 48,558 -2.6% -3.0% 47,283 47,883 50.180 47,737 49,347 49,764 48,819 46.161 50,181 48,759 49,1183 -3.0% -3.7"/0 6 48,073 48,401 50,380 48,058 49,883 50,730 49,363 46,409 50,679 49,238 49,623 -2.4% -3.1% 48.482 48.724 50,580 48,380 50,217 51.026 49.663 46,664 51,177 49,554 49,940 -2.2'% -2.9% 8 48,841 49,040 50,780 48,701 50,543 51,189 49,963 46,806 51,676 49,837 50,253 -2.0% -2.8% �) 49,143 49,354 511.980 49,022 50.869 51,352 50,263 47,072 52,174 50,136 50.566 -2.0 -2.8% 10 49,306 49,672 51,180 49,344 51,193 51,496 50,563 47,728 529673 509481 50,872 -2.3% -3.1% 11 49.682 49,988 51.380 49.665 51.519 52,1122 511,863 48,521 53,171 50.891 51.122 -2.4 0/0 -2.8% 12 50,093 50,490 51,580 49,986 51,954 52,451 51,213 48,929 53,669 51,284 51,397 -2.3% -2.5% 13 511.3511 50,996 51.780 50,308 52,286 53,2110 51,527 49.328 54,168 51.699 51,654 -2.6% -2.5% 14 50,533 51,503 51,980 50,629 52,812 53,433 51,827 1 49,853 54,666 52,088 51,904 -3.0% -2.6% 15 50,762 52,1106 52,180 50,951 53,423 53,857 52.613 51.020 55.164 52,652 52.397 -3.6% -3.1% 16 51,476 52,513 52,380 51,272 54,675 53,944 52,913 50,921 55,988 53,076 52,713 -3.0% -2.3% 17 5 1,64 2 53,238 52,581) 51,599 54,948 54,775 53.513 51,582 56.812 53,631 53.376 -3.7% -3.2"1,, 18 51,921 53,238 53,680 52,697 55,499 55,863 53,863 52,695 57,636 54,396 53,772 -4.6% -3.4% 19 52.889 53,971 54,7411 53.454 56,270 56,783 54,388 53,631 58,460 55,212 54,564 -4.2% -3.10/, 20 53,880 54,714 55,615 53,775 57,639 57,919 55,263 54,855 59,559 56,167 559439 -4.1% -2.8% 21 55,091 56,21111 56,415 54.756 59,5164 58.939 56,138 55,974 60,657 57,323 56,308 -3.9% -2.2% 22 56,000 57,035 63,925 56,153 59,606 60,106 56,463 57,086 61,755 59,016 58,346 -5.1% -4.0% 23 56,684 57,865 57,3U6 60.040 60,417 57.163 58,1102 62,579 59,053 58,002 -4.11'1% -2.3% 24 57,115 58,693 58,200 60,474 60,995 58,107 58,987 63,403 59,837 58,987 -4.5% -3.2% 25 57,614 59.523 58.675 60,903 61,703 58,777 59,885 64.227 60,528 59,885 -4.8"/0 -3.8% 26 59.391 60,356 58,996 62,769 62,818 59,09_5 59,885 65,051 61,281 60,356 -3.1% 1.6% 27 60,278 1 60,967 59,318 63,561 63,917 1 59,764 60.728 1 65,874 62,1118 60,967 2.8%/ 1.1% 28 60,906 619566 59,639 64,214 64,246 60,444 60,728 66,698 62,505 61,566 -2.6% -1.1% 29 61,549 62,168 59.960 64,682 64.555 61,707 61.579 67,522 63,168 62,168 -2.6% -1.0% 30 61,652 62,766 60,282 70,104 65,369 61,689 61,579 68,346 64,305 62,766 -4.1% -1.8% Average $52,287 $53,052 $52,099 $52,327 $55,113 $54,820 $53,300 $52,021 $56,658 Median $50,762 $52,006 $51,380 $50,951 $539423 $53,857 $52,613 $50,921 $55,164 WA Scale Average:$52,287 District Scale Average:$53,980 District Scale Median Average:$53,717 Westlake Academy Scale Average to District Scale Average: -3.071,Westlake Academy Scale to District Median Average: -2.70% 12 0 � N a � v i N o N Z � I � OJ fD � 3 v � 1� L L O U v� (g v I-- m T Y CU V Cl Y T m m ++ LW Ln 2 C fE � cc i O i o M lV i i 0 0 � u � tD O a V-I m fu O m o s v7 U m T C a` cu Q Y A Y E ro v 41 0 0 0 a 0 0 0 0 0 0 0 C g o 0 0 0 0 0 0 0 0 0 0 0 0 O 00 O 00 ID Ln Ln lA Ln N V C' V Cf V T T Q N N 3 rn o � 2 Ln I ❑ L L v — v, J L Q� u ❑ m v T Y N W m txo a ^� Y W ❑ I v1 a H 00 al bb 4J b V s Q 0 LL. ` U) in � � M Q O u I V1. � ❑ ra O `) N O 7E m c-1 L N ❑ v N F., _ O C C QJ I Q Q Y v � no I i L O O O pO O O O O O O O Q O O O O O O O O O O O O 00 w �e N O 00 UC l7 N O Lo to IA IA u1 IA C d' V' V Position FY 03/04 FY 04/05 FY 05/06 FY 06/07 FY 07/08 FY 08/09 FY 09/10 FY 10/11 FY 11/12 Fiscal Year Actual Actual Actual Actual Actual Actual Actual Actual Proposed Classes Served 1-6 K-7 K-8 K-9 K-10 K-11 K-12 K-12 K-12 Head of School 1.00 1.00 1.00 1.00 1.00 1.00 - - - Primary Principal - - - - 1.00 1.00 1.00 1.00 1.00 Secondary Principal - - - - - 0.50 1.00 1.00 1.00 Admin Coordinator - - - - - 1.00 1.00 1.00 1.00 PYP Coordinator - 0.30 0.50 0.50 1.00 0.50 0.60 0.60 0.60 MYP Coordinator - - 0.40 0.40 0.40 0.50 0.50 1.00 1.00 DP Coordinator - - - - - 0.50 0.50 0.40 0.40 Primary-K - 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 Primary 1 2.00 2.00 2.00 2.00 2.00 2.00 1.70 2.00 2.00 Primary 2 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 Primary 3 2.00 2.00 3.00 2.00 2.60 2.00 2.00 2.00 2.00 Primary 4 2.00 1.70 2.50 2.00 2.00 2.00 2.00 2.00 2.00 Primary 5 2.00 2.00 2.00 2.00 2.00 2.00 2.00 3.00 2.00 Primary 6 2.00 2.00 2.00 2.00 2.00 2.00 1.80 2.00 3.00 Primary-PE 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.50 1.50 Primary -Reading Spec.l - - - - - - 0.40 1.00 1.00 Primary-Art 0.80 0.80 0.60 0.80 0.80 0.80 0.90 1.00 1.00 Primary-Music 0.80 0.40 0.80 1.00 1.00 1.00 1.00 1.00 1.00 Primary-Spanish 1.00 1.00 1.00 1.00 1.00 1.00 1.20 1.00 1.00 Primary-IT - - - - - - - 0.40 0.40 Theater Arts - - - - - - 1.00 Special Education 1.00 2.00 2.00 2.00 2.00 2.00 2.00 Secondary-Art 0.60 0.60 1.00 0.80 1.00 0.85 0.85 Secondary English - 1.00 2.00 2.00 2.00 3.00 3.00 3.00 Secondary-Humanities 1.00 0.60 0.60 1.60 2.00 3.10 3.00 4.00 Secondary-IT - - 0.30 0.30 0.30 0.30 0.20 0.20 Secondary-Math 0.40 1.00 1.50 2.00 1.75 2.00 2.00 3.00 Secondary-Science 0.50 1.00 1.50 2.00 2.50 3.25 3.60 3.60 Secondary-Spanish 0.40 0.50 1.00 1.00 1.50 2.00 2.60 3.00 Secondary-PE 0.25 0.40 1.00 1.00 1.25 0.72 1.50 1.50 Secondary-CAS - - - - 0.60 - 0.25 - - Strings Staff - - - - - - 0.25 0.33 0.34 Librarian - 0.40 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Counselors - 0.50 1.00 1.00 1.50 2.00 2.00 2.00 2.00 Athletic Director - - - - - - 0.75 - - Teaching Aides - 0.60 - - - 2.50 3.70 3.66 3.66 Nurse 1.00 0.50 0.50 0.50 0.50 1.00 1.00 1.00 1.00 IT - - - 0.70 0.70 0.70 1.70 1.80 1.80 Asst.to Head of School 1.00 1.00 1.00 1.00 1.00 - - - - Registrar - 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Office Aide - - 0.60 0.60 1.60 2.60 3.00 3.00 3.00 Lunchroom Personnel 0.25 0.40 0.40 0.40 0.40 0.40 0.40 0.40 0.40 Day Porter - - - - - - 0.60 0.60 0.60 '�Total ' 11 43.00 48.10 15 N -0 Ln e-1 a) N c\I O O LL a a 0 O c3i I Q LL N U C O fL O 0 Q L}L 0- E C p E L N O 0 Q > to 1.0 o >- a fw tn tn Vf oZS f O L U- o 00 o o n L w LL O c N � 0 i N Q r fa o � � } U C LL f0 O U- U A ai cn L � T E L O Q. Ln ■ Q O fL U- y 0 3 0 Ln 0 � a LL ai f0 7 f'n fL6 O to 0 0 0 O 0 O 0 O LL (L)<D Ln fn N r-I Service Level Adjustments (SLA's) Funded (Listed by Priority) Service Level Adjustments Estimated Cost Budget Impact IT Technician $ 56,787 $ 32,590 Instructional Aide (SPED) 21,676 21,676 Stipend—STARR Coordinator G3- 12 545 545 Secondary Counselor 59,417 59,417 WA Transportation (Iron & Fire) 5,000 0 Rosetta Stone $ 15,000 $ 0 Grand Total S 158,425 S 114,228 Unfunded &Not Recommended SLA's Service Level Adiustments Estimated Cost Budget Impact Secondary Admin Support $ 26,211 $ 26,211 Secondary SPED Aide#1 27,211 27,211 Secondary SPED Aide#2 26,021 26,021 Reading Specialist/Special Education Teacher $ 61,068 $ 61,068 Grand Total S 140,511 S 140,511 17 WESTLAKE ACADEMY SERVICE LEVEL ADJUSTMENT Fiscal Year 2011/2012 Service Adjustment New or Expanded Service= New Employee Position - IT Technician Section: All Increased: $32,590 Fund: 199 Function code: 53 Object Code: 6119 Information Technology Payroll and Related Program Brief The addition of an IT technician will allow the transition of a current staff member into the role of technology integration in the classroom, and also provide an acceptable level of technical support to our combined network infrastructure and technology assets. In 2011-2012, IT staff will be responsible for maintaining 312 computers, 16 servers, 15 routers/switches, 18 wireless broadcasting devices, the phone system, and numerous auxiliary systems in three locations. This position will also respond to IT requests at Town Hall; currently performed by the HR Director. Proposed Position Title Hourly Rate I Annual Hours Annual Salary Information Technology Technician - $47,500.00 Description FY 11/12 FY 12/13 FY 13114 FY 14/15 1 FY 15116 IMPACT ON OPERATING Payroll and Related Base Annual Salary $47,500.00 $48,687.50 $49,904.69 $51,152.30 $52,431.11 Related Expenses $8,087.00 $8,421.38 $8,540.66 $8,662.93 $8,788.25 Total Payroll&Related $55,587.00 $57,108.88 $58,445.35 $59,815.23 $61,219.36 Operating Expenditures new amount $0.00 $0.00 $0.00 $0.00 $0.00 Base budget $0.00 $0.00 $0.00 $0.00 $0.00 Total Operating Expense $0.00 $0.00 $0.00 $0.00 $0.00 Capital Expenditures Computer $1,200.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Capital Expense $1,200.00 $0.00 $0.00 $0.00 $0.00 Total Additional Expense 56,787.00 57,108.88 58,445.35 59,815.23 61,219.36 ESTIMATED COST SA VINGS ON OPERATING BUDGET Expenditure Reduction Consultant costs $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 Indirect Town Cost reduction $14,196.75 $14,277.22 $14,611.34 $14,953.81 $15,304.84 Total Exp Reduction $19,196.75 $19,277.22 $19,611.34 $19,953.81 $20,304.84 Revenue Enhancement Acquisition of grant funding $5,000.00 $7,500.00 $10,000.00 $12,500.00 $15,000.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total Revenues $5,000.00 $7,500.00 $10,000.00 $12,500.00 $15,000.00 Total Cost Savings 24,196.75 26,777.22 29,611.34 32,453.81 35,304.84 Budget Impact 32,590.25 30,331.66 28,834.01 27,361.42 25,914.52 199 $32,590.25 $30,331.66 $28,834.01 $27,361.42 $25,914.52 x $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL 32,590.25 30,331.66 28,834.01 27,361.42 25,914.52 18 WESTLAKE ACADEMY SERVICE LEVEL ADJUSTMENT Fiscal Year 2011/2012 Service Adjustmenti New or Expanded Service= New Employee Position-Instructional Aide (SPED)-30 Hours Section: Primary Increased: $21,676 Fund: 199 Function code: 11 Object Code: 6119-23 Instructional Payroll and Related PF 7ingthe �- • •The a of this instructional aide will assist in servicing the needs of the established 2011/12 Special Education students as well as provid Special Education teacher with essential planning time. Proposed Position Title Hourly Rate I Annual Hours Annual Salary Instructional Aide $13.66 - $15,326.00 Description FY 11112 FY 12/13 FY 13/14 FY 14115 FY 15116 - - ON OPERATING Payroll and Related Base Annual Salary $15,326.00 $15,709.15 $16,101.88 $16,504.43 $16,917.04 Related Expenses $5,150.00 $5,189.50 $5,227.98 $5,267.43 $5,307.87 Total Payroll&Related $20,476.00 $20,898.65 $21,329.86 $21,771.86 $22,224.91 Operating Expenditures new amount $0.00 $0.00 $0.00 $0.00 $0.00 Base budget $0.00 $0.00 $0.00 $0.00 $0.00 Total Operating Expense $0.00 $0.00 $0.00 $0.00 $0.00 Capital Expenditures Computer $1,200.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Capital Expense $1,200.00 $0.00 $0.00 $0.00 $0.00 Total Additional Expense 20,898.65 21,329.86 21,771.8 22,224.91 ESTIMATED COSTSAVINGS ON OPERATING BUDGET Expenditure Reduction explain $0.00 $0.00 $0.00 $0.00 1 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Exp Reduction $0.00 $0.00 $0.00 $0.00 $0.00 Revenue Enhancement explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Revenues $0.00 $0.00 $0.00 $0.00 $0.00 Total Cost Savings V 0.00 0.00 0.00 0.00 0.0 Budget Impact 21,676.00 20,898.65 21,329.86 21,771.86 22,224.91 FUNDING 199 $21,676.00 $20,898.65 $21,329.86 $21,771.86 $22,224.91 x $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL 21,676.00 20,898.65 21,329.86 21,771.86 22,224.9fi 19 WESTLAKE ACADEMY SERVICE LEVEL ADJUSTMENT Fiscal Year 2011/2012 Service Adjustmenti 7 New or Expanded Service= New Stipend-STAAR Coordinator G3-12 Section: Primary Increased: $545 Fund: 199 Function code: 31 Object Code: 6119 Instructional Payroll and Related Program Brief . . This stipend is being proposed due to the increased workload that the transition from TAKS to STAAR testing will bring (a significant increase in End of Course exams)as well as the additional 100 students that the STAAR Coordinator will service in 2011/2012. Proposed Position Title Hourly Rate Annual Hours Annual Salary IT Integration Teacher $0.00 Description FY 11/12 FY 12/13 FY 13114 FY 14/15 FY 15/16 Payroll and Related Base Annual Salary $499.00 $500.00 $500.00 $500.00 $500.00 Related Expenses $45.56 $45.65 $45.65 $45.65 $45.65 Total Payroll&Related $544.56 $545.65 $545.65 $545.65 $545.65 Operating Expenditures new amount $0.00 $0.00 $0.00 $0.00 $0.00 Base budget $0.00 $0.00 $0.00 $0.00 $0.00 Total Operating Expense $0.00 $0.00 $0.00 $0.00 $0.00 Capital Expenditures explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Capital Expense $0.00 $0.00 $0.00 $0.00 $0.00 Total Additional Expense 544.56 546.65 545.65 545.65 545.65 ESTIMATED COSTSAVINGS ON OPERATING BUDGET Expenditure Reduction explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Exp Reduction $0.00 $0.00 $0.00 $0.00 $0.00 Revenue Enhancement explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Revenues $0.00 $0.00 $0.00 $0.00 $0.00 Total Cost Savings 0.00 0.00 0.00 0.00 0.00 Budget Impact 544.56 545,65 545.65 545.65 545.65 FUNDING 199 $544.56 $545.65 $545.65 $545.65 $545.65 x 1 $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL 544.56 545.65 545.65 545.65 545.65 20 WESTLAKE ACADEMY SERVICE LEVEL ADJUSTMENT Fiscal Year 2011/2012 Service Adjustmentl New or Expanded Service= Secondary Counselor Section: Secondary Increased: $59,417 Fund: 199 Function code: 11 Object Code: 6119 Instructional Payroll and Related Program Brief . . - With 94 additional students next year,WA needs additional counseling staff to ensure each student is supported to ensure student success both academically and socially. Salary numbers are based on the estimation of seven years of experience prior to the 2011- 2012 school year. Proposed Position Title Hourly Rate 7 Annual Hours Annual Salary Secondary Counselor $0.00 $48,841.00 Description FY 11112 FY 12113 FY 13114 FY 14115 FY 15116 IMPACT ON OPERATING Payroll and Related Base Annual Salary $49,952.00 $51,200.80 $52,480.82 $53,792.84 $55,137.66 Related Expenses $8,265.00 $8,667.68 $8,793.12 $8,921.70 $9,053.49 Total Payroll&Related $58,217.00 $59,868.48 $61,273.94 $62,714.54 $64,191.15 new amount $0.00 $0.00 $0.00 $0.00 $0.00 Base budget $0.00 $0.00 $0.00 $0.00 $0.00 Total Operating Expense $0.00 $0.00 $0.00 $0.00 $0.00 Capital Expenditures Computer $1,200.00 $0.00 $0.00 KOO $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Capital Expense $1,200.00 $0.00 $0.00 $0.00 $0.00 Total Additional Expense 59,417.00 59,868.48 6 62,714.54 64,191.15 ESTIMA TED COST SAVINGS ON OPERA Expenditure Reduction explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Exp Reduction $0.00 $0.00 $0.00 $0.00 $0.00 Revenue Enhancement explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Revenues $0.00 $0.00 $0.00 $0.00 $0.00 Total Cost Savings 0.00 0.00 0.00 0.00 0.00 udget Impact ,,69,417.00 59,868.48 61,273.94 62,714.54 64,191.15 FUNDING 199-11-6;-MAL 9 $59,417.00 $59,868.48 $61,273.94 $62,714.54 $64,191.15 x $0.00 $0.00 $0.00 $0.00 $0.00 59,417.00 59,868,48 61,273.94 62,714.54 64,191.15 21 WESTLAKE ACADEMY SERVICE LEVEL ADJUSTMENT Fiscal Year 2011/2012 Service Adjustmentl New or Expanded ServiceFX Westlake Academy Transportation (Iron & Fire) Offset by Revenue Section: All Increased: $0 Fund: 199 Function code: 36 Object Code: 6119 Information Technology Payroll and Related Program Brief . . After operating the buses for the FY 10/11 school year, unexpected servicing requirements arose and it became apparent that a slight increase in funding will be necessary to cover the cost of incidentals(new tires, unexpected service requirements,etc)as well as increased usage of the bus by the end of the school year. The increased funding will be offset by an increased fee for use. Proposed Position Title Hourly Rate Annual Hours Annual Salary $0.00 Description FY 11112 FY 12/13 FY 13/14 FY 14/15 FY 15116 IMPACT ON OPERATING Payroll and Related Base Annual Salary $0.00 $0.00 $0.00 $0.00 $0.00 Related Expenses $0.00 $0.00 $0.00 $0.00 $0.00 Total Payroll&Related $0.00 $0.00 $0.00 $0.00 $0.00 Operating Expenditures new amount $25,000.00 $25,000.00 $25,000.00 $25,000.00 $25,000.00 Base budget $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 Total Operating Expense $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 Capital Expenditures Computer $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Capital Expense $0.00 $0.00 $0.00 $0.00 $0.00 Total Additional Expense 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 ESTIMATED COSTSAVINGS ON OPERATING Expenditure Reduction Consultant costs $0.00 $0.00 $0.00 $0.00 $0.00 Indirect Town Cost reduction $0.00 $0.00 $0.00 $0.00 $0.00 Total Exp Reduction $0.00 $0.00 $0.00 $0.00 $0.00 Revenue Enhancement Bus usage fee $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total Revenues $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 Total Cost Savings 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 Budget Impact 0.00 0.00 0.00 0.00 0.00 l � 197 $0.00 $0.00 $0.00 $0.00 $0.00 x 1 $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL 0.00 0.00 0.00 0.00 0.00 22 WESTLAKE ACADEMY SERVICE LEVEL ADJUSTMENT Fiscal Year 2011/2012 Service Adjustmentl New or Expanded Service= Rosetta Stone Offset by Rev Section: All Increased: $0 Fund: 199 Function code: 11 Object Code: 6395 Information Technology Payroll and Related Program Brief . With budget reductions at the state level,the technology allotment that was used to pay for this service has been eliminated. Moving the funding into the General Fund and offsetting the increased expenditure with a technology fee(approximately$20/student). Proposed Position Title Hourly Rate Annual Hours Annual Salary - $0.00 Description FY 11/12 FY 12/13 FY 13114 FY 14115 FY 15116 IMPACT ON OPERATING BUDGET Payroll and Related Base Annual Salary $0.00 $0.00 $0.00 $0.00 $0.00 Related Expenses $0.00 $0.00 $0.00 $0.00 $0.00 Total Payroll&Related $0.00 $0.00 $0.00 $0.00 $0.00 Operating Expenditures new amount $15,000.00 $15,000.00 $15,000.00 $15,000.00 $15,000.00 Base budget $0.00 $0.00 $0.00 $0.00 $0.00 Total Operating Expense $15,000.00 $15,000.00 $15,000.00 $15,000.00 $15,000.00 Capital Expenditures Computer $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Capital Expense $0.00 $0.00 $0.00 $0.00 $0.00 Total Additional Expense 15,000.00 15,000.00 15,000.00 15,000.00 15,000.00 ESTIMATED COSTSAWNGS ON OPERATING BUDGET Expenditure Reduction Consultant costs $0.00 $0.00 $0.00 $0.00 $0.00 Indirect Town Cost reduction $0.00 $0.00 $0.00 $0.00 $0.00 Total Exp Reduction $0.00 $0.00 $0.00 $0.00 $0.00 Revenue Enhancement Bus usage fee $15,000.00 1 $15,000.00 $15,000.00 $15,000.00 F $15,000.00 $0.00 1 $0.00 $0.00 $0.00 $0.00 Total Revenues $15,000.00 $15,000.00 $15,000.00 $15,000.00 $15,000.00 Total Cost Savings 15,000.00 15,000.00 15,000.00 15,000.00 15,000.00 Budget Impact 0.00 0.00 0.00 0.00 0.00 FUNDING 199 $0.00 $0.00 $0.00 $0.00 $0.00 X $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL 0.00 0.00 0.00 0.00 0.00 23 FY 11-12 WESTLAKE ACADEMY UNFUNDED SERVICE LEVEL ADJUSTMENTS POSSIBLE CANDIDATES FOR AFFILIATE FUNDING (Note: these are for equipment that has a multi-year lifel Item Cost Sixty(60)TI-84 Calculators, including USB cables $7,200 For G11 Mathematics Various Visual Art Equipment, i.e. Scanner, potter's wheels, dark room set up, etc. $12,056 TOTAL $19,256 24 WESTLAKE ACADEMY SERVICE LEVEL ADJUSTMENT Fiscal Year 201112012 Service Adjustmentl New or Expanded Service= Secondary Admin Support (Not Recommended) Section: Secondary Increased: $26,211 Fund: 199 Function code: 11 Object Code: 6119 Instructional Payroll and Related Program Brief . . With 94 additional students next year,WA needs additional counseling staff to ensure each student is supported to ensure student success both academically and socially. Proposed Position Title Hourly Rate Annual Hours Annual Salary Secondary Administrative Support $13.00 1,500 $19,500.00 Description FY 11/12 FY 12/13 FY 13/14 FY 14/15 FY 15/16 IMPACT ON OPERATING Payroll and Related Base Annual Salary $19,500.00 $19,987.50 $20,487.19 $20,999.37 $21,524.35 Related Expenses $5,511.00 $5,608.78 $5,657.74 $5,707.94 $5,759.39 Total Payroll&Related $25,011.00 $25,596.28 $26,144.93 $26,707.31 $27,283.74 Operating Expenditures new amount $0.00 $0.00 $0.00 $0.00 $0.00 Base budget $0.00 $0.00 $0.00 $0.00 $0.00 Total Operating Expense $0.00 $0.00 $0.00 $0.00 $0.00 Capital Expenditures Computer $1,200.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Capital Expense $1,200.00 $0.00 $0.00 $0.00 $0.00 Total Additional Expense 26,211.00 25,596.28 26,144.93 26,707.31 27,283.74 ESTIMATED COST SAVINGS ON OPERATING Expenditure Reduction explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Exp Reduction $0.00 $0.00 $0.00 $0.00 $0.00 Revenue Enhancement explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Revenues $0.00 $0.00 $0.00 $0.00 $0.00 Total Cost Savings 0.00 0.00 0.00 0.00 0.00 Budget Impact 26,211.00 25,596.28 26,144.93 26,707.31 27,283.74 FUNDING 199-11-6119 $26,211.00 $25,596.28 $26,144.93 $26,707.31 $27,283.74 X $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL 26,211.00 25,596.28 26,144.93 26,707.31 27,283.74 25 WESTLAKE ACADEMY SERVICE LEVEL ADJUSTMENT Fiscal Year 2011/2012 Service Adjustmentl New or Expanded Service= Secondary SPED AIDE #1 (Not recommended) Section: Primary Increased: $27,221 Fund: 199 Function code: 11 Object Code: 6119 Instructional Payroll and Related Program Brief Special education needs are expected to double due to increased enrollment in Secondary next year. Special needs students need to be supported in the general education classroom per their IEP. CFR 300.101 "A free appropriate public education must be available to all children residing in the State between the ages of 3 and 21, inclusive" Proposed Position Title Hourly Rate Annual Hours Annual Salary Special Education Paraprofessional $13.00 1,500 $19,500.00 Description FY 11112 FY 12113 FY 13114 FY 14/15 FY 15116 IMPACT ON OPERATING BUDGET Payroll and Related Base Annual Salary $20,435.00 $20,945.88 $21,469.52 $22,006.26 $22,556.42 Related Expenses $5,586.00 $5,702.70 $5,754.01 $5,806.61 $5,860.53 Total Payroll&Related $26,021.00 $26,648.57 $27,223.54 $27,812.87 $28,416.95 Operating Expenditures new amount $0.00 $0.00 $0.00 $0.00 $0.00 Base budget $0.00 $0.00 $0.00 $0.00 $0.00 Total Operating Expense $0.00 $0.00 $0.00 $0.00 $0.00 Capital Expenditures Computer $1,200.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Capital Expense $1,200.00 $0.00 $0.00 $0.00 $0.00 Total Additional Expense 27,221.00 26,648.57 27,223.54 27,812.87 28,416.95 ESTIMATED COST SAVINGS ON OPERATING Expenditure Reduction explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Exp Reduction $0.00 $0.00 $0.00 $0.00 $0.00 Revenue Enhancement explain $0.00 $0.00 explain $0.00 $0.00 $0.00 1 $0.00 $0.00 Total Revenues $0.00 $0.00 $0.00 $0.00 $0.00 Total Cost Savings 0.00 1 0.00 0.00 0.00 0.00 Budget Impact 27,221.00 26,648.57 27,223.54 27,812.87 28,416.95 i 199-11-6119-23 $27,221.00 $26,648.57 $27,223.54 $27,812.87 $28,416.95 x $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL 27,221.00 26,648.57 27,223.54 27,812.87 28,416.95 26 WESTLAKE ACADEMY SERVICE LEVEL ADJUSTMENT Fiscal Year 2011/2012 Service Adjustmenti New or Expanded Service= Secondary SPED AIDE #2 (Not recommended) 7 Section: Primary Increased: $26,021 Fund: 199 Function code: 11 Object Code: 6119 Instructional Payroll and Related Program Brief Description: Special education needs are expected to double in size due to increased enrollment in Secondary next year. Special needs students need to be supported in the general education classroom per their IEP. CFR 300.101 "A free appropriate public education must be available to all children residing in the State between the ages of 3 and 21, inclusive" Proposed Position Title Hourly Rate Annual Hours Annual Salary Special Education Paraprofessional $13.00 1,500 $19,500.00 Description FY 11/12 FY 12113 FY 13114 FY 14115 FY 15/16 IMPACT ON OPERATING BUDGET Payroll and Related Base Annual Salary $20,435.00 $20,945.88 $21,469.52 $22,006.26 $22,556.42 Related Expenses $5,586.00 $5,702.70 $5,754.01 $5,806.61 $5,860.53 Total Payroll&Related $26,021.00 $26,648.57 $27,223.54 $27,812.87 $28,416.95 Operating Expenditures new amount $0.00 $0.00 $0.00 $0.00 $0.00 Base budget $0.00 $0.00 $0.00 $0.00 $0.00 Total Operating Expense $0.00 $0.00 $0.00 $0.00 $0.00 Capital Expenditures Computer $1,200.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Capital Expense $1,200.00 $0.00 $0.00 $0.00 $0.00 Total Additional Expense 26,021.00 26,648.57 27,223.54 27,812.87 28,416.95 ESTIMATED COSTSAVINGS ON OPERATING BUDGET Expenditure Reduction explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Exp Reduction $0.00 $0.00 $0.00 $0.00 $0.00 Revenue Enhancement explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Revenues $0.00 $0.00 $0.00 $0.00 $0.00 Total Cost Savings 0.00 0.00 0.00 0.00 0.00 Budget Impact 0.00 26,648.57 27,223.54 27,812.87 28,416.95 FUNDING 199-11-6119-23 $0.00 $19,500.00 $19,500.00 $19,500.00 $19,500.00 X $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL 0.00 26,648.57 27,223.54 27,812.87 28,416.95 27 WESTLAKE ACADEMY SERVICE LEVEL ADJUSTMENT Fiscal Year 2011/2012 Service Adjustmentl I New or Expanded Service= Reading Specialist/ Special Education Teacher (Not Rec.) Section: Primary Increased: $61,068 Fund: 199 Function code: 11 Object Code: 6119 Instructional Payroll and Related Program Brief Description: With the incoming students there will be a need for a dyslexia specialist to meet the needs of some students.This is a state requirment. The resource teacher would work directly with special needs students whose IEP dictates that need. This would free up the other Special Ed teacher to cover more inclusion students. Salary numbers are based on the estimation of seven years of experience prior to the 2011-2012 school year. Proposed Position Title Hourly Rate Annual Hours Annual Salary Reading Specialist/Special Education Teacher $0.00 $61,068.48 Description FY 11/12 1 FY 12/13 FY 13114 FY 14/15 FY 15/16 TON OPERATING BUDGET Payroll and Related Base Annual Salary $49,952.00 $51,200.80 $52,480.82 $53,792.84 $55,137.66 Related Expenses $8,265.00 $8,667.68 $8,793.12 $9,012.95 $9,238.27 Total Payroll 8 Related $58,217.00 $59,868.48 $61,273.94 $62,805.79 $64,375.93 Operating Expenditures new amount $0.00 $0.00 $0.00 $0.00 $0.00 Base budget $0.00 $0.00 $0.00 $0.00 $0.00 Total Operating Expense $0.00 $0.00 $0.00 $0.00 $0.00 Capital Expenditures Computer $1,200.00 $1,200.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Capital Expense $1,200.00 $1,200.00 $0.00 $0.00 $0.00 Total Additional Expense 59,417.00 61,068.48 61,273.94 62,805.79 64,375.93 ESTIMATED COSTSAVINGS ON OPERATING BUDGET Expenditure Reduction explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Exp Reduction $0.00 $0.00 $0.00 $0.00 $0.00 Revenue Enhancement explain $0.00 $0.00 $0.00 $0.00 $0.00 explain $0.00 $0.00 $0.00 $0.00 $0.00 Total Revenues $0.00 $0.00 $0.00 $0.00 $0.00 Total Cost Savings 0.00 0.00 1 0.00 0.00 0.00 Budget Impact 59,417.00 61,068.48 61,273.94 62,805.79 64,375.93 FUNDING 199-11-6119 $59,417.00 $61,068.48 $61,273.94 $62,805.79 $64,375.93 x $0.00 $0.00 $0.00 $0.00 $0.00 TOTAL 59,417.00 61,068.48 61,273.94 1 62,805.79 64,375.93 28 Westlake Academy Assumptions Basic Assumptions: • 18 students per class in Kindergarten • 20 students per class in G1-G6 • 20 students per section in G7-G 10 • 10%decrease in students in the DP program • Average Daily Attendance rate of 97% • Foundation State Program (FSP)funding per student: 0 5% reduction =$7,040 0 8% reduction =$6,867 • Blacksmith donation per student=$800 Revenues: • 100%use of Blacksmith ($800/student) • 5%&8% reduction FSP funding • 3%annual growth in other revenues • 3%annual growth in FSP funding beginning FY 13/14 Expenditure: • Salaries include step increase only(approximately 1% increase) • FY 12/13 (3% annual increase thereafter) • 3%growth in all other expenditures • Transfer indirect costs from Town to WA starting FY 11/12 I O O� M m C O ^ b - �O N 00 7 r r ^ b V1 N V 0 O N b N O 00 O r N M N ° rl "NS•' O� �D O E M - G1 '% M -^ "tr b M V 0 0 0 V v1 O 7 O O b � �O ^ O V --' vt `O C- N M O� vJ C- 1 C• V N O V r N 6ff (n N O 01 W O �O cr V U N O M y 0 ll C oc lz �p C m V: O 00 O O 00 O M rl M N N N Q t` h lV ^ M O Op Oi � h h N - 7 M O O a r •V V �O b ^ O 7 -+ V N O Vl O N �D 7 !D 1 O r O V -- U V b N m In O N M K N ^ 7 7 N M \ (A 4-1 N Yl O N N O ll C N 0V V ` 7 0 W r N O W O m N M N N N R zz N O M �D 01 b ^ O M !O O N O� M M 1 b N 1 00 O V Jn h tD V N b Ci O N N O ^ N IN a° ° ^n v ° ao o °o °o °o °vim g °o c a o o r 1` M M C of V1 O ` rl 0c 1� l� 00 b N N ^ 'T O .-� G ' V V' O O M M N U � (� � `D .-• O M � O C 7 ti � O N M N O - C O O .-. 7 O - •� rl Lv o 0 0 o N o �o C N 00 n v b o N o o �o c o 00 0 t o o� oo b N O � 1 c C• m 7 C - C N O C ^ O N r ,- T� -. 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M W X X X X O v d v � M W g o 0 u, 0 0 U o W F .7 y, v v v C� w E o ° W rY � p° E � m s E w CW7W .`a303S [° A6 H F- F, W0000OOF 0oo [= v, W Cw.7GQ6 W Total All-In Costs (Including Debt Service Payment) Overall Cost Summary Budget Westlake Academy Proposed FY 2011—2012 Budget $ 5,019,642 Annual Debt Service 1,498,450 Grand Total $ 6,518,092 Figure 12-Total Expenditures per Student(Including Debt Service) Total Expenditures per Student (Including Debt Service) $15 ri r-i -' p m C to $14 N o m m +n $13 $12 o ° o $11 $10 $9 FY 03/04 FY 04/05 FY 05/06 FY 06/07 FY 07/08 FY 08/09 FY 09/10 FY 10/11 FY 11/12 34 ti �o o • • • • (D rD Ul N n 6-� n CL n O O o -. r v) 5 3 So -.1, (f) C -0 C: -p O*q C O N• CD fD M Z'I CD C CL CL O �• O n m -n ova T w 3 O O —� —' 3 --h CL CIL) _0 (.n 0 cc O T O � �.. =3 (D n• -n O-Q N n O � rn r CD �- rD rD W � Vv N ,V P* ` CL � N m 5 CD rD �. r-r v' �, n• G) -n N (7 C N 90 (� � N rD W rD N rn II 00 ry O O - x N N O (�D (D :3 °' = Millions n n c v 1-i N W A U'i m N F, N T (n 00 ph V7 O A V 00 N O W N I-- W W O N N -n S l0 W N O O Lri 00 Ln 0 D -V,. m -v N N p 0 m 00 p 0 N w Ln � m � m X p cn o CL (D C- r+ (D W W � _ (D 00 i"' W O \ (� in � O ^ aj rt W tD 00 C OO CL m W to 3 !-� N lD W 00 =r 00 W N 00 O A N N O N W W m O O Oo A T N N v (fin O W 00 00 O O N F\+ Ln NJ A O t/)- V). 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