HomeMy WebLinkAboutAgenda - 08-31-1999 - 3 School fundingORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: August 31, 1999
Action Agenda
Item No.
SUBJECT: School Funding
DEPARTMENT: County Manager /Budget PUBLIC HEARING: (YIN) No
ATTACHMENT(S):
Report — "Education Funding in Orange
County"
INFORMATION CONTACT:
John Link, ext 2300
Donna Dean, ext 2151
1999 -2000 CHCCS Budget TELEPHONE NUMBERS:
1999 -2000 OCS Budget Hillsborough
732 -8181
Chapel Hill
968 -4501
Durham
688 -7331
Mebane
336- 227 -2031
PURPOSE: To receive a report on options for establishing parameters for future school
spending in Orange County.
BACKGROUND: The Commissioners' 1999 -2000 goal for "Effective and Efficient School
Funding" includes preparation by staff of recommendations for "parameters that can be
established to guide development of school current expense budgets for FY2000 -2001 and
beyond ". The Budget Director has researched this topic and developed a report which outlines
a number of models the Board may wish to consider as it determines the guidance it will provide
to the County Manager concerning school funding for the 2000 -2001 budget.
The Board of Commissioners is slated to discuss this topic with the Orange County and Chapel
Hill - Carrboro Boards of Education at a joint work session on September 15, 1999. The Board
may wish to discuss the report and provide guidance to the Manager and staff regarding what
school funding options should be included for discussion at the September 15 work session.
The September 15 agenda will also include as an informational item the budgets as actually
adopted by the two school boards for FY 1999 -2000. As attachments for this agenda item, both
school systems have submitted their 1999 -2000 budgets for the Commissioners' information.
The Manager can relay to the schools any questions or comments the Commissioners may
have at the August 31 work session about the school budgets, so that the two school systems
can be prepared to respond at the September 15 meeting.
FINANCIAL IMPACT: None at this time. The Board's decisions at some future meeting about
school funding parameters will play a significant role in shaping the County's budget in FY2000-
2001 and beyond.
2
RECOMMENDATION(S): The Manager recommends that the Board receive the report for
information at this time, and provide appropriate direction to staff regarding preparations for the
September 15 work session with the two school boards.
Education Funding in Orange County
In North Carolina, each county is responsible for supplementing state appropriations to public education.
Local current expense appropriations are allocated to each school system based on an equal amount per
pupil. In addition, counties provide funds to each system for recurring and long -range capital projects.
School systems in North Carolina do not have separate taxing authority and are not allowed to issue debt
for school construction and renovation projects. Therefore, issuance and repayment of long -term debt,
such as general obligation bonds and private placement loans, are the responsibilities of county
government. Many city school units in the state also have special district taxes. These voter - approved
taxes, levied within the unit's boundaries, further supplement county funding.
Historically, the Orange County Board of County Commissioners has given top priority to funding public
schools. The County's number one ranking in total education funding in the state evidences this. The
chart to the right compares Orange
County's total 1998 -99 General :
Fund appropriations for education
to several other counties in the
State. As the graph indicates,
Orange County's total spending
per pupil is almost twice the State
$3,000
average.
$2,500
Recently, the Board of County $2,000
Commissioners asked the County $1,500
Manager to look at various $1,000
alternatives for funding public $500
education in Orange County and to $o
Ofeege Wthw Chethw Weh Sttle Alatsece Penoe C....1 Rh....
develop parameters for future A.e g.
funding. This report contains ■ Orange County ■ Surrounding Counties 0 State Average
possible funding models that the
Board may choose for the Manager
to use as he develops the annual
recommended budget for schools. While this approach guides staff in developing the annual budget, each
year the Board can consider departures from the recommendations based upon particular one -time
circumstances such as start up costs for new facilities.
Staff contacted several counties throughout the state to determine what, if any, funding formulas are
currently in use. The counties responding to the survey included:
• Alamance • Brunswick • Charlotte -
Mecklenburg
• Chatham • Durham • Forsyth
• Guilford • Lincoln • Moore
• New Hanover • Pitt • Scotland
• Surry • Wake
Eight of the responding counties use formulas or other guidelines to determine school funding (as shown
in Figure 2 on the following page). Staff found few similarities in county funding for school systems.
Some counties use a formula for current expense funding only while other counties use a formula to
Education Funding in Orange County
calculate all funding for education (current expense, recurring capital, debt service and long range
capital). The following chart provides information gathered:
MmirP 2! Rpcnitc of School FundinLy Survev
- - - County - - - - - -- -
Formula
Brunswick County
• Contract between County and School system in place
• Thirty -seven percent of the tax rate is allocated to current
expense
• Debt service is funded from the school's portion of the one-
half cent sales taxes
Chatham County
• Formula in place
• Current fiscal year per pupil allocation is multiplied by the
State Department of Public Instruction projected enrollment.
That amount is then increased using the Consumer Price
Index (CPI)
• If CPI is less than three percent, schools are guaranteed an
increase of three percent
Forsyth County
• No formula in place
• County Manager provides guidelines for school requests
• Average increase for the past few years has been three-to-
four percent
Lincoln County
• No formula in place
• Current expense funding is significantly lower than the state
average
• Board of Commissioners adopted a four year plan to bring
the schools up to the state average
• For fiscal year 1999 -00 total school funding is $11.9 million
(26% of the County's General Fund budget)
Moore County
• No formula in place
• Annual increase for schools is based on the increase in
property valuation increase
Pitt County
• Formula in place
• Current fiscal year per pupil appropriation is base
• Annual percentage increase as determined by Consumer
Price Index (CPI) and Cost -of- Living Adjustment for County
employees
• Holds school systems "harmless" for new students
• School and County staff disagree on what source to use as
average daily membership (ADM)
Scotland County
• No formula in place
• This is the only county in the state that is mandated to fund
the school system at the statewide local average (current
expense only)
• Annual average of $100,000 goes to recurring capital
• Debt service paid from schools' portion of one -half cent sales
taxes
Wake County
. Dedicated tax rate of thirty seven cents
• This is for current expense and recurring capital
• Debt service paid from schools' portion of one -half cent sales
taxes
Page 2 of 9
Education Funding in Orange County
Funding Public Education in Orange County
In developing various funding parameters for public education, staff considered the total General Fund
appropriation for schools. For fiscal year 1999 -00, the County's allocation to education totaled
$48,371,435 or 48.27% of the total General Fund budget of $100,251,148. The following chart provides
a breakdown of the categories:
Figure 3: Elements of Education Funding
The North Carolina Department of Public Instruction (DPI) projected a total student enrollment of 15,309
for the two school districts located in Orange County for the 1999 -00 fiscal year. Taking into
consideration the total General Fund appropriation, the 1999 -00 per pupil allocation is $3,160. (In
calculating the amount per pupil, the total General Fund appropriation for education [$48,371,435] is
divided by the total number of projected students [15,309]). This per pupil allocation represents an
increase of 5.43 percent over the 1998 -99 fiscal year.
For fiscal year 1999 -00, it is projected that the Chapel Hill - Carrboro City Schools will receive an
additional $9,743,228 from the district's special district tax. This equates to an additional $1,094 per
pupil for that district ($9,743,228 divided by 8,903 students).
Historical Perspective/Trends
As shown in the next chart, total funding for public schools in Orange County has comprised an average
of 48.12 percent of the General Fund budget over the past five years.
Page 3 of 9
% of 1999-
00 General
1999 -00 General
Fund
Current Expense
Based on per pupil
$34,537,104
34.46%
3 cents on property tax; allocated to each school
Recurring Capital
system based on number of students enrolled
$2 043 675
2.04%
Debt Service
Funded from sales tax & portion of property tax
$8,968,305
8.95%
One -half cent sales taxes and portion of property
Capital Projects & Reserve
tax
1 $2,822,35 1
2.82%
Total Education FMWing
1 $U,371,4351
&R-27%
The North Carolina Department of Public Instruction (DPI) projected a total student enrollment of 15,309
for the two school districts located in Orange County for the 1999 -00 fiscal year. Taking into
consideration the total General Fund appropriation, the 1999 -00 per pupil allocation is $3,160. (In
calculating the amount per pupil, the total General Fund appropriation for education [$48,371,435] is
divided by the total number of projected students [15,309]). This per pupil allocation represents an
increase of 5.43 percent over the 1998 -99 fiscal year.
For fiscal year 1999 -00, it is projected that the Chapel Hill - Carrboro City Schools will receive an
additional $9,743,228 from the district's special district tax. This equates to an additional $1,094 per
pupil for that district ($9,743,228 divided by 8,903 students).
Historical Perspective/Trends
As shown in the next chart, total funding for public schools in Orange County has comprised an average
of 48.12 percent of the General Fund budget over the past five years.
Page 3 of 9
Education Funding in Orange County
Figure 4. Annual General Fund Appropriations for Education
Fiscal
Year
Ending
Current
Expense
Appropriation
Recurring
Capital
Debt
Service
Long
Range
Capital
Capital
Reserve
Total
Total
General
Fund
Budget
Education
% of Total
GF Budget
1990
$11,403,973
$1,500,000
$1,792,275
$3,450,300
$0
$18,146,548
$42,494,467
42.70%
1991
$13,057,549
$1,500,000
$2,636,842
$2,044,661
$01$19,239,052
$46,351,500
41.51%
1992
$14,861,157
$1,500,000
$2,963,400
$1,827,627
$0
$21,152,184
$50,935,148
41.53%
1993
$15,713,450
$1,500,000
$2,879,475
$2,603,953
$0
$22,696,878
$53,887,298
42.12%
1994
$17,258,306
$1,500,000
$4,879,002
$2,606,048
$0
$26,243,356
$60,852,952
43.13%
1995
$19,098,062
$1,500,000
$5,717,540
$1,408,581
$0
$27,724,183
$66,581,662
41.64%
1996
$21,175,309
$1,500,000
$8,524,408
$3,049,749
$476,048
$34,725,514
$73,099,271
47.50%
1997
$24,604,074
$1,624,500
$8,318,118
$4,058,571
$494,442
$39,099,705
$79,259,530
49.33%
1998
$27,197,822
$1,856,528
$8,767,660
$1,999,147
$618,843
$40,440,000
$85,483,019
47.31%
1999
$30,422,520
$1,949,6521$9,318,0871$2,353,225
$649,884
$44,693,368
$92,685,103
48.22%
2000
$34,537,104
$2,043,675
$8,968,3051$2,597,5471
$224,804
$48,371,4351$100,251,148,
48.25%
In fiscal year 1999 -00, total funding for education increased by more than $3.6 million (8.23 percent).
This is lower than the average of the past five (just over 12 percent) and ten (11.5 percent) years. Major
factors influencing increases in the past years are:
• Repayment of debt associated with three voter approved bond referenda and private
placement funding for school facilities.
• Increases in annual current expense funding each year.
• Increases in recurring capital appropriations. (From $750,000 per school system in fiscal
years 1990 through 1996 to a dedicated three cents on the property tax rate currently).
• Creation of a capital reserve
fund for School/Park
projects.
The chart to the right projects funding
$160
levels for the school systems if the Board
$140
of Commissioners elected to fund the
$120
schools at the historical rates. Should the
$100
historical percentage increases continue,
appropriations for public schools would
$so
more than double over the next ten years.
$40
Sao
$20
$o
MUBOSS or Mum
2001 2= 20n1 3004 2" 3n 2OU/ 2006 2009 2010
1999 -00 Average — 5 Year Average — 10 Yeaz Average
Page 4 of 9
Education Funding in Orange County
Current Expense Funding Alternatives
In order to maintain consistency between the funding formulas, staff made the following assumptions:
• Total education funding consists of the following components: debt service, current expense,
recurring capital, long range capital, and capital reserves.
• All models hold the school districts "harmless" for new students. In other words, special
consideration is given to ensuring that there will be no decrease in per pupil funding from year-to-
year.
• Staff used the past year growth in student enrollment as the base for the next ten years. Student
enrollment projections from the North Carolina Department of Public Instruction will not be available
until the week of August 30, 1999.
• The 1999 -2009 Capital Investment Plan did not include major projects that would require additional
debt obligations. Therefore, none of the following models includes additional debt service
requirements.
Listed below are funding options that staff has explored. Appendix A provides a comparison of all models
outlined below.
Model 1
This model, similar to the formula used by Chatham and Pitt counties, increases the per pupil
appropriation by the annual increase in the Consumer Price Index (CPI). (In Chatham County, if the CPI
is less than three percent, schools are guaranteed a three percent increase.) This amount is applied to the
projected student enrollment.
Figure 6. FY 2000 -01 Funding Example if Model 1 Used
Orange County Example
1999 -00 Total General Fund Per Pupil Appropriation $3,160
Guaranteed CPI 3.00%
2000 -01 Per Pupil Appropriation
Enrollment Projections
$3,254
15,705
The following questions related to the Consumer Price Index (CPI) would need to be addressed before
this model is implemented:
• What CPI source would be used?
• What period of time would be used (January to December, July to June, October to September)?
The following chart graphically illustrates the future trend of school funding in Orange County if the
Board selected Model 1 (assumes the guaranteed three percent increase).
Page 5 of 9
Education Funding in Orange County
Figure 7.
Model 1: Per Pupil Appropriation Increased by Annual CPI
$100,000,000 - -
$80,000,000
$60,000,000
$40,000,000 - -
$20,000,000
99- 00- 01- 02- 03- 04- 05- 06- 07- 08- 09-
00 01 02 03 04 05 06 07 08 09 10
Model 2
While similar to Model 1, this model uses the total education funding as the base instead of the total per
pupil appropriation. The base is increased by the rate of inflation as determined by the CPI. Again,
schools are guaranteed an annual increase of at least three- percent. The same issues cited in Model 1 are
applicable to this funding model.
Figure 8. FY 2000 -01 Funding Example if Model 2 Used
Orange County Example
1999 -00 Total General Fund Education Appropriation $48,371,435
Guaranteed CPI 3.00%
Total 2000 -01 Education Appropriation $49,822,578
Enrollment Projection 15,705
The chart below provides funding projections for the next ten years if the Commissioners selected Model
2.
Figure 9.
Model 2: Total Education Funding Increased by Annual CPI
$80,000,000
$60,000,000
$40,000,000
$20,000,000 -
S 0�1 o, o c o
cb o a o, o?1 o ocl o� o�, o.� �S
Page 6 of 9
Education Funding in Orange County
Model 3
This formula increases the current year per pupil appropriation by the increase in the County's total
property valuation. While the projected increase in fiscal year 1999 -00 is 3.37 percent, the average
annual increase in valuation for the past five years is about 3.6 percent.
Figure 10. FY 2000 -01 Funding Example if Model 3 Used
Orange County Example
1999 -00 Total General Fund Education Appropriation $48,371,435
Five Year Average Increase in Valuations 3.60%
Total 2000 -01 Education Appropriation $50,112,807
Enrollment Projection 15,705
Figure 11 illustrates future trends in school funding if Model 3 were implemented by the Board (the five
year increase of 3.6 percent is used as the annual multiplier).
Figure 11.
$100,000,000
$80,000,000
$60,000,000
$40,000,000
$20,000,000
$0
Model 4
99- 00- 01- 02- 03- 04- 05- 06- 07- 08- 09-
00 01 02 03 04 05 06 07 08 09 10
Model four guarantees that the school systems receive a designated percentage of the total General Fund
budget. For the purposes of this report, staff assumed that the Board of County Commissioners would
want to maintain the current forty -eight percent of General Fund funding threshold for education.
Page 7 of 9
Education Funding in Orange County
Figure 12. FY 2000 -01 Funding Example if Model 4 Used
Orange County Example
1999 -00 Percent of General Fund Appropriated to
Education 48.27%
Projected 2000 -01 General Fund Budget (total) $108,435,000
Total 2000 -01 Education Appropriation $52,341,5751
Enrollment Projection 15,705
The graph in Figure 13 provides information regarding future funding if Model 4 were selected.
Figure 13.
Model 4: Education Funding as a Percentage of Total General Fund
$125,000,000
$100,000,000 — - - -
$75,000,000 -- _
$50,000,000
$25,000,000 - - - - - -
$0
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Model 5
This model proposes that the percentage increase in education funding is equal to the annual increase in
county departments and outside agencies. The five -year average increase for county departments and
outside agencies is just over 6 percent (6.04%). (During this same period, the average increase in total
education funding is about 12 percent.)
14. INY 2000 -Ul
if Model 5 Used
Orange County Example
1999 -00 Total General Fund Education Appropriation
Five Year Average Increase in Appropriations
Total 2000 -01 Education Appropriation
Enrollment Projection
$48,371,435
6.04%
$51,293,070
15,705
Page 8 of 9
Education Funding in Orange County
Figure 16.
M ode16: Education Funding Increases at County
Department Historical Trend
$ 10 0,0 0 0,0 0 0
$80,000,000
$60,000,000
$40,000,000
$20,000,000
$0
8 8 8 s� s 8 a o
N N N N N N N N N N N N
Chapel Hill Carrboro City Schools Special District Tax
Staff recommends that the Board of County Commissioners continue to address increases or decreases in
the special district tax each year. Over the past few years, Chapel Hill Carrboro City Schools have used
the district tax mainly to address start up costs for new facilities or new programs. When submitting their
annual budget request, the Board of Education should make a separate proposal for use of the district tax
proceeds.
While this is a suitable use of the special district tax, the Orange County Schools does not have a district
tax upon which they can rely. One alternative would be as follows:
For the start -up year, the Board of County Commissioners
could chose to increase its General Fund commitment to
schools and reduce Chapel Hill - Carrboro's special district
tax. While Orange County could use the increase to pay for
one -time start -up costs, Chapel Hill- Carrboro could supplant
lost district tax revenue with the increased General Fund
appropriation.
Conclusion
As the Board considers future education funding concepts, it is reasonable to look at models that closely
align themselves with historical trends. Of the models presented in this report, model four appears to be
the formula that keeps public education funding at the high level with which Orange County prides itself.
The Board may be aware of other formulas that could be considered.
Page 9 of 9
Appendix A: Education Funding in Orange County
Comparison of Models Presented in August 31, 1999 Report
1999 -00 Per Pupil
Projected 2000 -01 Per
Pupil
Total FY 2000 -01
Education Funding
$52,352,191 1 $54,178,442 $53,429,174 1 $51,111,346 1 $49,822,578 1 $50,112,807 1 $52,341,575 1 $51,293,070
Model 3: Per
Model 5:
Pupil
Percentage
appropriation
Model 4:
Increase in
Model 1: Per
Model 2: Total
Increased by
Guarantees that
Education is
Based on 5
Based on 10
Pupil
Education
Average Annual
Schools Receive
Equal to the
Based on 1999-
Year Historical
Average
Year Historical
Average
Appropriation
Increased by
Funding
Increased by
Increase in
Property
at least 48% of
General Fund
Annual Increase
in County
00 Increase
Increase
Increase
Annual CPI
Annual CPI
Valuation
Budget
Departments
$3,160
$3,160
$3,160
$3,160
$3,160
$3,160
$3,160
$3,160
$3,333
$3,450
$3,402
$3,254
$3,172
$3,191
$3,333
$3,266
$52,352,191 1 $54,178,442 $53,429,174 1 $51,111,346 1 $49,822,578 1 $50,112,807 1 $52,341,575 1 $51,293,070
4
Education Funding in
Orange County
August 31, 1999
1
Total General Fllnd Appropnations per ADM
Sumvc 19)9 ,4'( -1CC &td��c�t cr�ut 7a��c�timr Surrc��
iii'
iii' ■
00 ■ ■ ■
O,I ■ ■ ■ ■I ■■r'
Orange
1
Elements of Education Funding
Category
FV99 -00
%of" -0
General Fund
General
Appropriation
Fund
Current Expense
Based on er u it
P P P
$34,537,104
Budget
34.46%
Recurring Capital
3 cents on property tax; allocated to $2,043,675
2.04%
each school system based on #
students enrolled
Debt Service
Funded from sales tax & portion of
$8,968,305
g,95o�0
Property tax
Capital Projects &
One -half cent sales taxes and
$2,822,351
2,82%
Reserve
portion of property tax
Total Education
$48,371,435
48.27%
Funding
•
•
Education
$160 Millions ofDODWS
$140 ,
$120
$100
$80
$60
$40
$20
$0
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
-- 1999 -00 Average , 5 Year Average -•-10 Year Average --M-
2
r
lM
Model 1: Per Pupil Appropriation Increased by Annual CPI
Guarantees 3 %AnnualIncrease
$90,000,000
$80,000,000
$70,000,000
$60,000,000
S539 $
$50,000,000
$40,000,000
$30,000,000
$20,000,000
$10,000,000
$0 1999 -00 2000-01 2001 -02 2002 -03 2003 -04 2004-05 2005-06 2006 -07 2007 -08 2008 -09 2009 -10
Model 2: Total Education Funding Increased by Annual CPI
Guarantees 3 %- Annuallncrease
$90,000,000
$80,000,000 ,
$70,000,000 $59.5 $61.2
$60,000,000 $49.4 $49.8
$50,000,000
$40,000,000
$30,000,000
$20,000,000
$10,000,000
$0 1999.00 2000-01 2001 -02 2002 -03 2003 -04 2004 -0 2005 -06 2006-07 2007 -08 2008-09 2009 -10
3
Model 3: Per Pupil Funding Increased by Average Annual
Increase in Property Valuation
Historical Five Year Average Increase is 3.6%
S9o,000,000 $86.7
$80,000,000 $82.0
$70,000,000
$61.5
560,000,000
sso,000,000
$48.4 $51.4
$40,000,000
530,000,000
$20,000,000
S1010001000
S0
1999-00 2000 -01 2001-02 2002 -03 2003 -04 2004-05 2005 -06 2006-07'2007-N'2008-09 2009-10
Model 4: Education Funding as a Percentage of Total General Fund
Guarantees Education Funding is 48% of General Fund
5
$80,000,000
1999 -00 2000-012001-02 200243 2003.04 2004-05 2005-06
2007 -08 2008 -09 2009 -10
9
Model 5: Education Funding Increases at County Department
Historical Trend
Average Annual Increase is 6.04%
590,000,000 V*—q
580,000,000
570,000,000
$60,000,000
$50,000,000
$40,000,000
$30,000,000
$20,000,000
S 10 go o 0,0 0 o
$0
1999-00 2000-01 2001 -02 2002-03 2003 -04 2004 -05 2005 -06 2006-07 2007 -08 2008 -09 2009 -10
I
Based on
■
Based on
Model 1:
Model 2:
Model 3:
Model 4:
Model 5:
1999 -00
5 Year
10 Year
Per Pupil
Total
Per Pupil
Schools
% Increase
Education Funding, in Orange County
Comparison of Models Presented in August 31, 1999 Report
5
Based on
Based on
Based on
Model 1:
Model 2:
Model 3:
Model 4:
Model 5:
1999 -00
5 Year
10 Year
Per Pupil
Total
Per Pupil
Schools
% Increase
Increase
Historical
Historical
Approp
Education
Approp
Receive
Equal to
Average
Average
Increased
Funding
Increased
48% of
County
Increase
Increase
by Annual
Increased
by Annual
General
Depts
CPI
by Annual
Increase in
Fund
CPI
Valuation
Budget
99-00 Per
$3,160
$3,160
$3,160
$3,160
$3,160
$3,160
$3,160
$3,160
Pupil
Projected
$3,333
$3,450
$3,402
$3,254
$3,172
$3,191
$3,333
$3,266
2000 -01
Per Pupil
Total FY
$52.3 M
$54.1 M
$53.4 M
$51.1 M
$49.8 M
$50.1 M
$52.3 M
$51.3 M
2000 -01
Education
Funding
5
Special Considerations
CHCCS Special District Tax
— Start -up costs for new facilities or new
programs
— Each year, Board of Education submit a
separate proposal for use of district tax
Start -Up Costs
• Start -up Costs for OCS
— BOCC could increase General Fund
commitment to schools and reduce CHCCS
special district tax
— CHCCS could supplant lost district tax revenue
with increased General Fund appropriation
Future Education Funding
Concepts
• Look at models that closely align
themselves with historical trends
• Model 4 (Education Funding as a
Percentage of Total General Fund) appears
to be formula that keeps public education at
high level with which Orange County prides
itself
Discussions with School Boards
• Scheduled for September 15 Work Session
at Government Services Center in
Hillsborough
r
®range Countp Noarb of 41bucation
RANDY BRIDGES, SUPERINTENDENT
-*i1h%borougb, AC 27278
BOARD MEMBERS
SUSAN DOVENBARGER, CHAIR
KEITH COOK, VICE CHAIR
ROBERT N.BATEMAN
RICHARD KENNEDY
DAVID KOLBINSKY
DELORES SIMPSON
BRENDA STEPHENS
MEMORANDUM
TO: John Link
FROM: Randy Bridges
RE: 1999 -2000 Budget Information
DATE: August 23, 1999
200 EAST KING STREET
HILLSBOROUGH, NC 27276
TELEPHONE: 919. 7924126
FAX: 919 - 7324120
I have provided the Local and Capital Budget information for the Orange County School
System for the 1999 -2000 school year which was approved by the Orange County Board
of Education at its July 5, 1999 Board Meeting. We have not taken the final resolution to
our Board for approval at this time. We will be doing so in September.
If you need additional information, or have any questions please call me. Thank you.
/ha
Attachment
LOCAL CURRENT EXPENSE 1999 -00
APPROVED BUDGET 1999 -00
Salary Increase 8% Certified; 3% Classified includes all matching
Health Insurance Increase (35% increase)
Utilities
Insurance (Liability)
Charter Schools
TOTAL
2 Additional Elective Teacl
.5 Additional Math Teacher
Transportation
Total Year Round School A.L. Stanback
3 -1
REQUESTED
651,672
135,528
47,184
14,500
49,341
898,225
REQUESTED
95,818
23,955
40,000
159,773
7/5/99
APPROVED
651,672
135,528
47,184
14,500
49,341
898,225
APPROVED
95,818
23,955
40,000
159,773
LOCAL CURRENT EXPENSE 199900 715/99
TOTAL 1,273,8561 873,790
REQUESTED APPROVED
Clerical Substitutes 4,000 4,000
Custodian Over 10,000 10,000
Vehicle Liability Insurance 2,000 2,000
TOTAL 16,0001 16,000
TOTAL DECREASES 16,000 16,000
3 -2
REQUESTED
APPROVED
3 System Wide Spanish Teachers
143,727
-
1 Pre -K Teacher
47,909
-
.5 Intellectually Gifted Coordinator OHS
23,955
23,955
2 Reading Recovery Teachers
95,818
95,818
1 Teacher for students with disabilities CWS
47,909
-
1 Teacher for students with disabilities ALS
47,909
-
1 Physical Therapist Assistant
47,909
-
1 Science Teacher OHS
47,909
47,909
1 AG Teacher 1/2 C.P; 1/2 N.H.
47,909
-
Increase Local Supplement (gross 263,017, benefits 48,606)
311,623
311,623
1 Nurse
47,909
-
1 Additional Custodian ALS
27,925
-
1 Additional Custodian OHS
27,925
-
2 Technology Support Technicians
95,818
95,818
1 Additional Associate Principal 10- Months CWS
60,870
60,870
1 Secretary 1/2 Finance; 1/2 Auxiliary Services
32,388
32,388
.5 Additional Custodian at Central Office /Support Services
13,963
-
CWS Additional Clerical Assistant
22,572
-
OHS School Resource Officer
34,000
34,000
1 School Based Chair Person
47,909
47,909
System Wide Remediation Funding
-
81,000
Grant WriterNolunteer Coordinator
-
35,000
Additional Month of Employment for Guidance Dept OHS
-
2,500
Local Principal Supplement
-
5,000
TOTAL 1,273,8561 873,790
REQUESTED APPROVED
Clerical Substitutes 4,000 4,000
Custodian Over 10,000 10,000
Vehicle Liability Insurance 2,000 2,000
TOTAL 16,0001 16,000
TOTAL DECREASES 16,000 16,000
3 -2
LOCAL CURRENT EXPENSE 1999 -00
COUNTY APPROPRIATION
County Appropriation /Additional Revenue
TOTAL REVENUE LOCAL 1999 -2000
3 -3
7/5/99
2,315,854 $ 1,540,776
375,012
2,315,854 1,915,788
ocs
Revenues
State of North Carolina
State Textbook Allocation
Federal
Orange County Appropriation
Special District Tax
Other Local Revenue
Additional Revenue Requested
Total Revenues
Expenses
INSTRUCTIONAL PROGRAMS
5100 REGULAR
5200 SPECIAL
5400 CO- CURRICULAR
5800 STUDENT SERVICES
5900 BENEFITS
5900 ADDITIONAL PAY
5000 TOTAL
SUPPORT SERVICES
1999 -00 Combined Operating Budget
Revenues and Expenditures
6100 PUPIL SUPPORT
6200 INSTRUCTIONAL SUPPORT
6300 ADMINISTRATIVE SUPPORT
6400 SCHOOL ADMINISTRATION
6500 BUSINESS SUPPORT
6600 CENTRAL SUPPORT
6900 BENEFITS
6920 ADDITIONAL PAY
6000 TOTAL SUPPORT
State Public
Local Fund School Fund Federal Fund Total
27,617,841 27,617,841
306,742 306,742
1,173,564 1,173,564
14,451,936 14,451,936
3,348,387 3,348,387
18,107,065 27,617,841 1,173,564 46,898,470
4,239,958
13,737,794
75,633
18,053,385
694,241
2,484,140
700,987
3,879,368
337,802
879,740
70,281
408,083
171,960
1,676,057
7,000
1,848,017
1,840,691
3,962,904
182,234
5,985,829
1,851,892
386,863
5,009
2,243,764
9,136,544
22,247,758
1,034,144
32,418,446
121,460
52,020
13,919
697,909
383,985
29,501
468,387
307,867
34,500
879,740
1,347,841
412,068
4,066,143
2,041,688
7,000
385,634
113,353
15,000
934,627
950,794
9,000
176,124
172,535
4,000
7,730,024
5,370,083
112,920
COMMUNITY SERVICES
7000 COMMUNITY SCHOOLS 854,929
7000 TOTAL COMMUNITY 854,929
8000 NON - PROGRAMMED
187,399
1,111,395
810,754
2,227,581
6,1.14,831
513,987
1,894,421
352,659
13,213,027
854,929
854,929
CONTINGENCY
20,000
20,000
OTHER
365,568 -
26,500
392,068
TOTAL NON- PROGRANDdED
385,568
26,500
412,068
Total Operating Expense
18,107,065 27,617,841
1,173,564
46,898,470
Per pupil expenditure
$ 2,826 $ 4,311 $
183
$ 7,321
ocs Local Fund Revenue Projections ,
OTHER REVENUE:
State Textbook Allocation
ACTUAL
BUDGET
PROPOSED
INC /(DEC)
% INCIDEC)
1997 -98
1998 -99
1999 -2000
From 9849
from 98.99
Projected Enrollment
3,000
-
Fines & Forfeitures
240,931
180,000
State projections less tuition paid
6,050
6,233
6,281
5,000
5,000
Existing Charter School students
ABC Revenue
127
156
18,700
-
Total Students
6,050
6,360
6,437
77
1.2%
65,350
5,000
5,000
-
Out of County Tuition Paid Students
31
31
31
173,730
Community Schools
Total Students
6,019
6,329
6,406
77
1.2%
1,845,215
1,845,215
-
SUBTOTAL OTHER REVENUE
COUNTY APPROPRIATION
11,487,009
12,911,160
14,451,936
1,540,776
11.9%
Per Student County Appropriation
1,889
2,040
2,256
216
10.6%
OTHER REVENUE:
State Textbook Allocation
159,566
278,527
306,742
28,215
Sales Tax Reimbursement
120,000
120,000
Tuition - Regular School
12,111
3,000
3,000
-
Fines & Forfeitures
240,931
180,000
180,000
-
Rental School Property
10,705
5,000
5,000
-
ABC Revenue
21,125
18,700
18,700
-
Interest Earned on Investments
248,265
82,419
163,812
81,393
Miscellaneous Revenue
65,350
5,000
5,000
-
Indirect Cost .
23,461
3,000
176,730
173,730
Community Schools
852,927
793,492
830,929
37,437
Appropriated Fund Balance
1,845,215
1,845,215
-
SUBTOTAL OTHER REVENUE
1,634,440
3,214,353
3,655,128
440,775 13.7%
LOCAL REVENUE 13,121,449 16,125,513 18,107,064 1,981,551
TOTAL BUDGET REQUESTED 18,107,064 1,540,776 14.7%
FUNDING DIFFERENCE 440,775
revenueproj2000
ocs
Local Fund Revenue History
Year
Per Student
Increase
1990 -91
$1,175
$118
1991 -92
1,310
135
1992 -93
1,310
0
1993 -94
1,383
53
1994 -95
1,451
88
1995 -96
1,571
120
1996 -97
1,782
211
1997 -98
1,889
107
1998 -99
2,040
151
1999 -00
2,256
216
ocs Local Fund Budget Summary
Approved Budget for 1999 -00
1997 -98 1998 -99
ACTUAL BUDGET
SUMMARY BY PURPOSE CODE
INSTRUCTIONAL PROGRAMS
5100 REGULAR
5200 SPECIAL
5400 CO- CURRICULAR
5800 STUDENT SERVICES
5900 BENEFITS
5900 ADDITIONAL PAY
5000 TOTAL
SUPPORT SERVICES
6100 PUPIL SUPPORT
6200 INSTRUCTIONAL SUPPORT
6300 ADMINISTRATIVE SUPPORT
6400 SCHOOL ADMINISTRATION
6500 BUSINESS SUPPORT
6600 CENTRAL SUPPORT
6900 BENEFITS
6920 ADDITIONAL PAY
1999 -00
PROPOSED CHANGE
2,801,746
3,775,515
4,239,958
12.3%
161,568
527,319
694,241
31.7%
313,982
337,802
337,802
0.0%
34,909
159,222
171,960
8.0%
1,028,978
1,662,262
1,840,691
10.7%
1,439,597
1,304,763
1,851,892
41.9%
5,780,780
7,766,883
9,136,544
17.6%
93,073
114,630
121,460
6.0%
506,625
599,856
697,909
16.3%
364,593
448,015
468,387
4.5%
344,684
753,605
879,740
16.7%
3,346,235
3,943,780
4,066,143
3.1%
267,269
373,085
385,634
3.4%
463,817
808,862
934,627
15.5%
138,062
163,078
176,124
8.0%
6000 TOTAL SUPPORT 5,524,358 7,204,911
COMMUNITY SERVICES
7000 COMMUNITY SCHOOLS 773,828 817,492
7000 TOTAL COMMUNITY 773,828 817,492
8000 NON - PROGRAMMED
CONTINGENCY
OTHER
TOTAL NON - PROGRAMMED
TOTAL LOCAL FUND BUDGET
7,730,024 7.3%
854,929 4.6%
854,929 4.6%
20,000
20,000
0.0%
198,722 316,227
365,568
15.6%
198,722 336,227
385,568
14.7%
12,277,688 16,125,513
18,107,065
12.3%
1oca12000
ocs
Summary of Budget Request
Local Fund Budget
1999 -00
BASE BUDGET EXPANSION:
• The amount to cover a State Legislature 8% certified and 3% classified across the
board salary increase and matching benefits for all Public School Employees. This
amount represents our locally funded employees.
$ 651,672
• The amount to cover a State increase of 35% for health insurance coverage.
• Liability Insurance Increase
$ 135,528
$ 61,684
• The amount expected to cover growth in Charter Schools. We currently have
enrollment of 156.
$ 49,341
TOTAL BASE BUDGET $ 898,225
NEW INITIATIVES/EXPANSION:
• 2.5 Teacher Positions /Additional Transportation for Year -Round School (ALS)
The school within a school Year -Round School Program continues to grow. This
year we will have all three grades represented. As these numbers continue to grow,
there is a need to separate the various offerings from the traditional school. These
positions will go toward meeting the elective needs of the year -round students. Each
year our parents request additional transportation for this program. Currently we are
only able to provide transportation for the Hillsborough Elementary and A. L.
Stanback attendance zones. The additional funds would allow us to assign one bus to
each school to provide transportation outside their attendance zones.
$159,773
1
• 1 School Base Chair
The demands for the Exceptional Children's Program are increasing each year. We
currently have classroom teachers performing their normal duties and facilitating the
IEP meetings for our students. It is extremely difficult to perform both tasks
successfully. We are requesting that a School Base Chairperson be assigned to each
middle school on a half time basis to facilitate IEP meetings and handle the massive
amount of paper work which are required by State/Federal laws.
$ 47,909
• 1/2 AG Gifted Coordinator (OHS)
Our AG Plan also recommends additional services for the high school. This position
would address that need.
$ 23,955
• 2 Reading Recovery Teachers
The Reading Recovery Program has proven to be very successful in all our
elementary schools. We would like to increase the number of students receiving these
services. We intend to use these two teachers in the schools with the highest needs
for reading intervention.
$ 95,818
• 1 Science Teacher (OHS)
The Science Department of all high schools has the largest number of End -Of- Course
tests. As students continue to take more and more of the core subjects to meet
graduation and college entrance requirements, it is imperative that we keep the
student/teacher ratio at a reasonable level. This position would allow us to maintain
our 1:25 teacher /student ratio at the high school.
$ 47,909
• Increase Local Supplement (gross $263,017, benefits $48,606)
The recruitment, selection, development, and retention of quality teachers remain one
of the guiding principles for our system. In order to attract, retain, and be competitive
with surrounding systems in an environment where teachers are becoming more and
more scarce each year, we feel it is absolutely necessary for us to increase our local
supplements.
$ 311,623
• 1 Secretary % Finance; %z Auxiliary Services
We are also requesting half -time assistance for the Directors of Auxiliary Services
and Finance, two cabinet level positions in central office.
$ 32,388
One Associate Principal Middle School (10 months)
This was the top priority of our principals last year, as they wanted two associate
principals in each of our middle schools. We were able to fund one position this year,
and use a Principal Fellows Candidate in the other school. We are requesting that the
second associate principal be added.
$ 60,870
• Two Technology Support Technicians
Technology is quickly becoming a powerful instructional tool. There is a need for
constant updating in programs and repair. Our building level technology teachers are
spending more and more time on the maintenance of the equipment, as opposed to
working with teachers and students. It is our hope that these two technology
technicians, along with the one other person, will be able to eliminate some of the
mechanical demands for our building level teachers.
$ 95,818
1 Resource Officer (OHS)
We have been able to provide School Resource Officers in our middle/high schools
with grants and some local funding. The high school has over 1600 students, and
there is clearly a need for more than one officer. These officers continue to be a
valuable asset to our schools. Unfortunately, with the events taking place around the
country, their presence has become even more needed as a preventive measure.
$ 34,000
3
System Wide Remediation Funding
We have determined that providing sustained remediation assistance to our At -Risk
Students has elevated our proficiency levels in reading and math over the past four
years. We have been limited to providing these services the second half of the school
year. We are adding additional funding to each of our schools so that these services
can be expanded and offered throughout the school year. The program will be offered
both during and after school.
$ 81,000
• Grant WriterNolunteer Coordinator
Currently we don't have any specific person to pursue Grant opportunities for the
system. It is very important that we seek any and all additional funding for our
system. In addition to these responsibilities, the system is also in need of an organizer
to build a pool of school volunteers. It remains very clear that the more external
customers we can involve in the educational process the more successful we will be in
developing the total child.
$ 35,000
• Additional Month of Employment for Guidance Dept OHS
Orange High School is currently the only high school in the area that doesn't have the
Guidance Office open year round. As our system continues to grow and with the
number of new /transfer students coming over the summer, we need to register
students and communicate with new parents as they arrive in our system.
$ 2,500
4
• Local Principal Supplement
We.currently have two tenured principals whose local supplements have been frozen
for a number of years. These funds will place their local supplement in line with our
other principals who are under contracts.
TOTAL
$ 5,000
$ 873,790
TOTAL NEW INITIATIVES/EXPANSION $1,931,788
SAVINGS
• Savings from Clerical Substitutes $ 4,000
• Savings from Overtime $10,000
• Savings for Vehicle Liability Insurance $ 2,000
Decreases from 1998 -99
Grand Total
$16,000
$1,915,788
5
OCS
Summary of Budget Requests
Local Fund Revenue
1999 -00
Projected Student Enrollment 1999 -00
*Budgeted OCH Students (including tuition paid and excluding
present charter school students)
*Budgeted Charter School students increase to actual this year.
*Total students requiring funding
*Total students requiring funding
*Less number of tuition paying students
*Total students needing County funding
Change in Revenue
*County per pupil allocation including an increase of 77 students
Other Revenue
*State Textbooks Warehouse Account
*Sales Tax Reimbursement
*Interest Earned on Investments
*Indirect Cost
*Community Schools
6,281
156
6,437
6,437
(31)
6,406
1,540,776
28,215
120,000
81,393
173,730
37,437
Total Revenue Change 440,775
ORANGE COUNTY PER PUPIL ADM HISTORY 10/13/98
Increase
County
I Current Expense I
Per Pupil
ADM
%
1993 -94
7,420,172
$
1,363.00
5444
1994 -95
8,099,482
$
1,451.00
5582
9.15%
1995 -96
8,825,533
$
1,571.00
5617
8.96%
1996 -97
10,121,760
$
1,782.00
5680
14.69%
1997 -98
11,487,900
$
1,889.00
6081
13.50%
1998 -99
12,911,160
$
2,040.00
6202
12.39 %*
1999 -00
14,451,936
$
2,256.00
6406
11.93%
countyapprop
OCS 1999 -00 State Fund Budget Summary
SUMMARY BY PURPOSE CODE
1997 -98 1998 -99 1999 -00
ACTUAL BUDGET PROPOSED CHANGE
REVENUES 22,721,666 25,738,356 27,617,841 7.3%
EXPENSES
INSTRUCTIONAL PROGRAMS
5100 REGULAR
5200 SPECIAL
5800 STUDENT SERVICES
5900 BENEFITS
5900 ADDITIONAL PAY
5000 TOTAL
SUPPORT SERVICES
6100 PUPIL SUPPORT
6200 INSTRUCTIONAL SUPPORT
6300 ADMINISTRATIVE SUPPORT
6400 SCHOOL ADMINISTRATION
6500 BUSINESS SUPPORT
6600 CENTRAL SUPPORT
6900 BENEFITS
6920 ADDITIONAL PAY
6000 TOTAL SUPPORT
11,106,217
12,696,667
13,737,794
2,236,906
2,298,000
2,484,140
1,212,079
1,551,905
1,676,057
3,029,266
3,662,573
3,962,904
198,608
377,427
386,863
8.2%
8.1%
8.0%
8.2%
2.5%
17,783,076
20,586,572
22,247,758
8.1%
33,978
51,000
52,020
2.0%
401,774
371,000
383,985
3.5%
225,604
298,900
307,867
3.0%
1,197,778
1,248,001
1,347,841
8.0%
1,880,225
1,982,222
2,041,688
3.0%
206,021
110,051
113,353
3.0%
908,585
923,100
950,794
3.0%
84,625
167,510
172,535
3.0%
4,938,590 5,151,784
COMMUNITY SERVICES
7000 COMMUNITY SCHOOLS - -
7000 TOTAL COMMUNITY
8000 NON - PROGRAMMED
CONTINGENCY
OTHER
TOTAL NON - PROGRAMMED
5,370,083 4.2%
TOTAL 22,721,666 25,738,356 27,617,841 7.3%
* 1999 -00 Projections are based on planning allotments which are subject to change based on the
higher of the first two months ADM. state2000
ocs 1999 -00 Federal Fund Budget Summary
1997 -98 1998 -99 1999 -00
ACTUAL BUDGET PROPOSED CHANGE
REVENUE 930,391 1,116,386 1,173,564 5.1%
EXPENSES
INSTRUCTIONAL PROGRAMS
5100 REGULAR
5200 SPECIAL
5800 STUDENT SERVICES
5900 BENEFITS
5900 ADDITIONAL PAY
5000 TOTAL
SUPPORT SERVICES
6100 PUPIL SUPPORT
6200 INSTRUCTIONAL SUPPORT
6300 ADMINISTRATIVE SUPPORT
6400 SCHOOL ADMINISTRATION
6500 BUSINESS SUPPORT
6600 CENTRAL SUPPORT
6900 BENEFITS
6920 ADDITIONAL PAY
6000 TOTAL SUPPORT
COMMUNITY SERVICES
7000 COMMUNITY SCHOOLS
7000 TOTAL COMMUNITY
8000 NON - PROGRAMMED
CONTINGENCY
OTHER
TOTAL NON - PROGRAMMED
TOTAL
feder2000
92,747
57,751
589,856
663,690
12,468
69,507
133,123
171,919
5,106
4,060
833,300 966,927
75,633
700,987
70,281
182,234
5,009
1,034,144
31.0%
5.6%
1.1%
6.0%
23.4%
7.0%
9,478
11,184
13,919
24.5%
27,645
19,554
29,501
50.9%
21,524
32,023
34,500
7.7%
5,940
6,670
7,000
4.9%
1,065
13,100
15,000
14.5%
7,978
39,168
9,000
-77.0%
3,596
4,000
11.2%
73,630
125,295
112,920
-9.9%
23,461 24,164 26,500
23,461 24,164 26,500
930,391 1,116,386 1,173,564
9.7%
9.7%
5.1%
Position Budget Summary
For the Local, State and Federal Funds
STATED IN FULL -TIME EQUIVALENT POSITIONS (FTE)
SUMMARY BY PURPOSE CODE
'" State and Federal 1999 -00 Budget information is estimated at this time.
Local
Fund
State
Fund
Federal
Fund
Total
Total
1998 -99
1999 -00
1998 -99
1999 -00
1998 -99
1999 -00
1998 -99 1999 -00
Chg
INSTRUCTION
5100 REGULAR
101
106.5
404
408
505
514.5
9.5
5200 SPECIAL
17.5
19
60.73
65.73
26.77
27.77
105
112.5
7.5
5400 Co- Curricular
coaching supplements extra duly not positions
5800 STUDENT SERVICES
2
3
29
29
31
32
1
5000 TOTAL
120.5
128.5
493.73
502.73
26.77
27.77
641
659
18
SUPPORT SERVICES
6100 PUPIL SUPPORT
2
2
1
1
0.5
0
3.5
3
-0.5
6200 INSTRUCTIONAL SUPPORT
11.5
13.5
5
5
1
17.5
18.5
1
6300 ADMINISTRATIVE SUPPORT
3.4
3.4
4.6
4.6
8
8
0
6400 SCHOOL ADMINISTRATION
15
16
36
36
51
52
1
6500 BUSINESS SUPPORT
130
131
57
57
187
188
1
6600 CENTRAL SUPPORT
5
6
5
6
1
6000 TOTAL SUPPORT
166.9
171.9
103.6
103.6
1.5
0
272
275.5
3.5
COMMUNITY SERVICES
7000 COMMUNITY SCHOOLS
23
23
23
23
0
7000 TOTAL COMMUNITY
23
23
0
0
0
0
23
23
0
TOTAL
310.4
323.4
597.33
606.33
28.27
27.77
936
957.5
21.5
'" State and Federal 1999 -00 Budget information is estimated at this time.
Kei--]
Summary of Changes
Position Budget
1999 -00
Change in State Fund Budget INCRI(DECR)
* New Classroom Teacher Positions 1
* One Teacher Assistant for grades K -3 1
* Support Position 1
* Vocational Education Position 1
* Special Education Teachers 3
* Special Education Assistants 1
* Willie M Teacher Assistant 1
TOTAL ADDITIONAL STATE POSITIONS 9.0
Changes in Local Fund Budget
* Additional Elective Teachers ALS
2
* Additional Math Teacher ALS
0.5
* Intellectually Gifted Coordinator OHS
0.5
* Reading Recovery Teachers
2
* Science Teacher OHS
1
* 2 Technology Support Technicians
2
* Additional Associate Principal 10- Months CWS
1
* Secretary 1/2 Finance; 1/2 Auxiliary Services
1
* OHS School Resource Officer
1
* School Based Chair Person
1
* Grant WriterNolunteer Coordinator
1
TOTAL ADDITIONAL LOCAL POSITIONS
13
Changes in Federal Fund Budget
* Drug Free Funds Clerical Position -0.5
TOTAL ADDITIONAL FEDERAL POSITIONS -0.5
TOTAL NEW POSITIONS 21.5
8 -10 -99
APPROVED OCS RECURRING CAPITAL BUDGET 1999 -2000 7-3-99
REQUEST I
JUSTIFICATION
FUNDED
CATEGORY I BUILDINGS & GROUNDS
Cameron Park
4.9101.001.524
1. Replace Fire Alarm System
Bring Fire Alarm System up to state code #NFPA#72, to
meet ADA Standards.
65,000
4.9102.001.524
2. Intercom System JUpgrade
20 year old intercom system
40,000
Central Elementary
4.9103.001.524
1. Upgrade Fire Alarm
To bring school Fire Alarm System up to code #NFPA72,
to meet ADA and State Guide Lines
50,000
4.9104.001.529
9. Ceiling Tile
Replace old and spotted ceiling die in halls
10,000
4.9105.001.523
10. Heating/Cooling
XM one heating and cooling window unit to old lounge
area
5,000
CW STANFORD
4.9106.001.523
1. Chiller 200 Building
Replace a 45 ton unit with a 80 ton unit, this will allow use
to cod the entire 200 building, the present unit is 20+
years old. Currently we can't cool the gym and
classrooms at the same time.
70,000
4.9107.001.529
4. Cafeteria Hood Fire Protectors
Update old hood fire protection system, State Standard
Fire Code
5,000
Efland Cheeks Elementary
4.9108.001.523
1. Heating/Cooling Units
Replace two roof top heating/cooling units, unds are 21
years old
40,000
G. A. Brown
4.9109.001.524
1. Heating/Cooling Units
Replace two water source heating1cooling units, units are
20+ years old
35,000
Hillsborough
4.9110.001.523
3. Work Room Vent
Install a vent to move heat built up by equipment used in
workroom
1,000
New Hope
4.9111.001.529
1. Fencing
Replace old fencing around play area, also add 3 gates
Ito
6,000
4.9112.001.529
2. Roll Gate Safety Guards
Entrance roll gates to school need to have safety guards
prevent gates from sliding off rollers and severely
injuring someone.
3,000
4. 1
3. Fence Gate
Install gate leading to back play area
1,000
SYSTEM WIDE
4.9114.001.529
2. Roof Repairs
Maintain roofs at all buildings systemwide
25,000
4.9245.001.529
3. Bleacher Maintenance
Yearly inspection and maintenance upkeep on all
bleachers and basketball backstops.
15,000
APPROVED OCS RECURRING CAPITAL BUDGET 1999 -2000 7 -3 -99
REQUEST
JUSTIFICATION
FUNDED
4.9247.001.529
4. Painting Schools
Continue painting schools on the yearly rotation painting
schedule
20,000
4.9248.001.529
5. Line Painting
Keep our schools parking lots properly tined and painted
10,000
4.9249.001.529
4.9251. 001.529
6. Cafeteria Kitchen Hood Cleaning
7. Carpet Cleaning
Semi - Annual cleaning of cafeteria hoods, safety/health
issue
Yearly carpet cleaning of office areas In the system
9,000
10,000
4.9250.001.529
8. Pest Control
Yearly treatments of all the buildings in the system,
health/safety issue.
9,000
4.9252.001.529
16. Bloodbome Paths. Waste Disp.
Conform to OSHA Standards by disposing of science lab
chemicals and medical waste from school health rooms.
6,000
4.9253.001.529
17. Tack Strips/Dustless Board
Replace bulletin boards/tack strips in the school system
3,000
4.9254.001.529
4.9115.001.529
4.9116.001.529
4.9117.001.529
Reseed and fertilize all grounds, systemwide, does not
18. Landscaping all schools include athletic fields
19. Driveway Paving Repair driveways/potholes systemwide
21. Water Cooler Replacement Bring all school sites up to date also ADA standards
22. Mobile Units OHS, ALS,GAB Leased 4 moblie units
12,000
10,000
31,000
22,304
Athletics
4.9233.001.326
Turf and Field Maintenance
15,000
4.9234.001.541
Turf Equipment
15,000
Maintenance
4.9235.001.541
7. Safety Training Equipment
Equipment to be used for the training of personal
systemwide videos/equipment
3,000
4.9236.001.541
8. (1) Bush Hog
Replace bush hog mower used by Maintenance on school
sites
5,000
4.9237.001.461
9. Safety Training
Safety Training Seminar for systemwide employees to be
conducted by the Orange County Schools Safety
Coordinator.
5,500
Transportation
4.9118.001.529
3. Transportation Roofing
Replace and reseal 10,472 sq. foot of roofing.
16,000
TOTAL CATEGORY 1 BUILDING & GROUNDS
572,804
Category II Furniture & Equipment
ALS
APPROVED OCS RECURRING CAPITAL BUDGET 1999 -2000 7 -3 -99
REQUEST
JUSTIFICATION
FUNDED
4.9201.001.541.304
ADM Equipment allocation at $32.
Capital Equipment
23,136
Cameron Park
4.9202.001.541.308
ADM Equipment allocation at $32.
Capital Equipment
17,952
Central Elementary
4.9203.001.541.312
ADM Equipment allocation at $32.
Capital Equipment
13,696
CW STANFORD
4.9204.001.541.316
ADM Equipment allocation at $32.
Capital Equipment
23,584
Efland Cheeks Elementary
4.9205.001.541.324
ADM Equipment allocation at $32.
Capital Equipment
16,064
G. A. Brown
4.9206.001.541.328
ADM Equipment allocation at $32.
Capital Equipment
16,928
Hillsborough
4.9209.001.541.329
ADM Equipment allocation at $32.
Capital Equipment
12,768
New Hope
4.9207.001.541.330
ADM Equipment allocation at $32.
Capital Equipment
20,224
Orange High
4.9208.001.541.332
ADM Equipment allocation at $32.
Capital Equipment
57,024
Administrative
4.9216.001.541
Transportation Equipment Allocation
10,000
4.9215.001.541
Maintenance Equipment Allocation
10,000
4.9119.001.523
Mechanical
15,000
4.9210.001.541
Commercial Copiers
60,000
4.9211.001.541
Human Resources Equipment
Allocation
10,000
4.9213.001.541
Instructional Equipment Allocation
10,000
4.9214.001.541
Superintendent Equipment Allocation
10,000
4.9212.001.541
Finance Equipment Allocation
10,000
4.9217.001.541
Start Up for New Classrooms
45,500
ORANGE COUNTYSCHOOLS
CAPITAL INVESTMENT PLAN
1999 -2009
ORANGE COUNTY SCHOOLS - CAPITAL IMPROVEMENT PLAN FOR 1999 -2009
24 -99
Project Title
Through
1998 -99
YEAR 1
99-00
YEAR 2
00-01
YEAR 3
01 -02
YEAR 4
02-03
YEAR 5
03-04
YEAR 6
0405
YEAR 7
05-06
YEAR 8
0647
YEAR 9
07-08
YEAR 10
08-09
TOTAL
Asbestos Removal
Bus Garage
Cameron Park Renovation
313,100
270,000
200,000
313,100
200,000
270,000
Central Elem. Media
CW Stanford Renovation
90,000
1,840,000
90,000
1,840,000
Efland- Cheeks Gym
Electrical SVS, Upgrade
Elementary School New
Energy Mgmt, systems
Enviromental Testing
Future Projects Reserve
Grady Brown Renovation
450,000
575,000
200,000
150,000
- 115,285
100,000
12,737,7201
200,0001
100,000
1
1
450,000
575,000
12,737,720
500,000
150,000
- 115,285
100,000
Handicapped Accessibility
High School (New)
Hillsborough Elam. Renovation
634,017
1,089,788
1,161,250
35,983
1,746,074
13,815,302
747,112
2,377,896
2,290,231
1,527,913
1,488,907
2,789,431
2,641,566
2,619,219
670,000
33,133,439
1,161,250
Kitchen Projects
405,000
405,000
Maintenance Shop
155,000
155,000
Orange High Renovation
533,000
450,000
125,000
500,000
1
1,608,000
Parking Lots/Playfiekls
100,000
265,0001
365,000
Planning for Future Projects
- 16,669
- 16,669
Playground Surfacing
140,000
1
140,000
Re400fing Projects
456,635
750,000
159,197
1,000,000
1,140,000
250,000
3,755,832
Technology Application
5,700,000
625.0001
625,000
625,000
625,000
625,000
625,000
625,000
625,000
625,000
625,000
11,950,000
TOTAL PROJECT EXPENSE
13,975,836
15,794,777
14,665,302
1,872,112
3,752,896
3,074,428
3,152,913
3,253,907
4,119,431
3,531,566
3,244,219
70,437,387
REVENUE PLAN:
County Pay -As- You -Go
8,704,586
1,380,753
1,574,981
1,499,485
2,622,816
2,686,747
2,757,478
2,850,563
3,708,021
3,111,928
2,816,189
33,713,547
Impact Fees
761,250
1,418,864
365,321
372,627
380,080
387,681
395,435
403,344
411,410
419,638
428,030
5,743,680
State Bonds
5,980,160
5,980,160
Local Bonds 92
2,000,000
2,000,000
Local Bonds 98
2,510,000
7,015,000
12,725,000
750,000
23,000,000
Total Revenues
13,975,836
15,794,777
14,665,302
1,872,112
3,752,896
3,074,4281
3,152,913
3,253,907
4,119,431
3,531,566
3,244,219
70,437,387
wrange QCountp JRoarb of Oucation
RANDY BRIDGES, SUPERINTENDENT
f$illoborougb, RAC 27275
BOARD MEMBERS
SUSAN DOVENBARGER, CHAIR
KEITH COOK, VICE CHAIR
ROBERT H.BATEMAN
RICHARD KENNEDY
DAVID KOL13INSKY
DELORES SIMPSON
BRENDASTEPHENS
MEMORANDUM
TO: John Link
FROM: Randy Bridges
RE: 1999 -2000 Budget Information
DATE: August 23, 1999
200 EAST KING STREET
HILLSBOROUGH, NC 27276
TELEPHONE: 610- 7924126
FAX: 010 - 7324120
I have provided the Local and Capital Budget information for the Orange County School
System for the 1999 -2000 school year which was approved by the Orange County Board
of Education at its July 5, 1999 Board Meeting. We have not taken the final resolution to
our Board for approval at this time. We will be doing so in September.
If you need additional information, or have any questions please call me. Thank you.
4i
Attachment
LOCAL CURRENT EXPENSE 1999 -00
APPROVED BUDGET 1999 -00
Salary Increase 8% Certified; 3% Classified includes all matching
Health Insurance Increase (35% increase)
Utilities
Insurance (Liability)
Charter Schools
TOTAL
2 Additional Elective Teachers
.5 Additional Math Teacher
Total Year Round School A.L. Stanback
3 -1
REQUESTED
651,672
135,528
47,184
14,500
49,341
898,225
REQUESTED
95,818
23,955
40,000
159,773
7/5/99
APPROVED
651,672
135,528
47,184
14,500
49,341
898,225
APPROVED
95,818
23,955
40,000
159,773
LOCAL CURRENT EXPENSE 1999 -00 7/5/99
REQUESTED APPROVED
Clerical Substitutes 4,000 4,000
Custodian Over 10,000 10,000
Vehicle Liability Insurance 2,000 2,000
TOTAL
TOTAL DECREASES
3 -2
16,000
16,000
16,000
16,000
REQUESTED
APPROVED
3 System Wide Spanish Teachers
143,727
-
1 Pre -K Teacher
47,909
-
.5 Intellectually Gifted Coordinator OHS
23,955
23,955
2 Reading Recovery Teachers
95,818
95,818
1 Teacher for students with disabilities CWS
47,909
-
1 Teacher for students with disabilities ALS
47,909
-
1 Physical Therapist Assistant
47,909
-
1 Science Teacher OHS
47,909
47,909
1 AG Teacher 1/2 C.P; 1/2 N.H.
47,909
-
Increase Local Supplement (gross 263,017, benefits 48,606)
311,623
311,623
1 Nurse
47,909
-
1 Additional Custodian ALS
27,925
-
1 Additional Custodian OHS
27,925
-
2 Technology Support Technicians
95,818
95,818
1 Additional Associate Principal 10- Months CWS
60,870
60,870
1 Secretary 1/2 Finance; 1/2 Auxiliary Services
32,388
32,388
.5 Additional Custodian at Central Office /Support Services
13,963
-
CWS Additional Clerical Assistant
22,572
-
OHS School Resource Officer
34,000
34,000
1 School Based Chair Person
47,909
47,909
System Wide Remediation Funding
-
81,000
Grant WriterNolunteer Coordinator
-
35,000
Additional Month of Employment for Guidance Dept OHS
-
2,500
Local Principal Supplement
-
5,000
TOTAL
1,273,856
873,790
REQUESTED APPROVED
Clerical Substitutes 4,000 4,000
Custodian Over 10,000 10,000
Vehicle Liability Insurance 2,000 2,000
TOTAL
TOTAL DECREASES
3 -2
16,000
16,000
16,000
16,000
LOCAL CURRENT EXPENSE 1999 -00
COUNTY APPROPRIATION
County Appropriation /Additional Revenue
TOTAL REVENUE LOCAL 1999 -2000
3 -3
7/5/99
2,315,854 $ 1,540,776
375,012
2,315,854 1,915,788
ocs
Revenues
State of North Carolina
State Textbook Allocation
Federal
Orange County Appropriation
Special District Tax
Other Local Revenue
Additional Revenue Requested
Total Revenues
Expenses
INSTRUCTIONAL PROGRAMS
5100 REGULAR
5200 SPECIAL
5400 CO- CURRICULAR
5800 STUDENT SERVICES
5900 BENEFITS
5900 ADDITIONAL PAY
5000 TOTAL
SUPPORT SERVICES
1999 -00 Combined Operating Budget
Revenues and Expenditures
6100 PUPIL SUPPORT
6200 INSTRUCTIONAL SUPPORT
6300 ADMINISTRATIVE SUPPORT
6400 SCHOOL ADMINISTRATION
6500 BUSINESS SUPPORT
6600 CENTRAL SUPPORT
6900 BENEFITS
6920 ADDITIONAL PAY
6000 TOTAL SUPPORT
COMMUNITY SERVICES
7000 COMMUNITY SCHOOLS
7000 TOTAL COMMUNITY
Local Fund
306,742
14,451,936
3,348,387
State Public
School Fund Federal Fund Totai
27,617,841
18,107,065 27,617,841
27,617,841
306,742
1,173,564 1,173,564
14,451,936
3,348,387
1,173,564 46,898,470
4,239,958
13,737,794
75,633
18,053,385
694,241
2,484,140
700,987
3,879,368
337,802
70,281
408,083
171,960
1,676,057
1,848,017
1,840,691
3,962,904
182,234
5,985,829
1,851,892
386,863
5,009
2,243,764
9,136,544
22,247,758
1,034,144
32,418,446
121,460
52,020
13,919
187,399
697,909
383,985
29,501
1,111,395
468,387
307,867
34,500
810,754
879,740
1,347,841
2,227,581
4,066,143
2,041,688
7,000
6,1.14,831
385,634
113,353
15,000
513,987
934,627
950,794
9,000
1,894,421
176,124
172,535
4,000
352,659
7,730,024
5,370,083
112,920
13,213,027
854,929 -
854,929 - -
8000 NON - PROGRAMMED
CONTINGENCY 20,000
OTHER 365,568 - 26,500
TOTAL NON- PROGRAMMED 385,568 26,500
Total Operating Expense
854,929
854,929
20,000
392,068
412,068
18,107,065 27,617,841 1,173,564 46,898,470
Per pupil expenditure $ 2,826 $ 4,311 $ 183 $ 7,321
OCS
Local Fund Revenue Projections
Total Students 6,019 6,329 6,406 77 1.2%
COUNTY APPROPRIATION 11,487,009 12,911,160 14,451,936 1,540,776 11.9%
Per Student County Appropriation 1,889 2,040 2,256 216 10.6%
OTHER REVENUE:
State Textbook Allocation
ACTUAL
BUDGET
PROPOSED INCI(DEC) % INCIDEC)
28,215
1997.98
1998 -99
1999 -2000 From 98-99 from 98.99
Projected Enrollment
120,000
Tuition - Regular School
12,111
State projections less tuition paid
6,050
6,233
6,281
Existing Charter School students
180,000
127
156
Total Students
6,050
6,360
6,437 77 1.2%
-
ABC Revenue
Out of County Tuition Paid Students
31
31
31
Total Students 6,019 6,329 6,406 77 1.2%
COUNTY APPROPRIATION 11,487,009 12,911,160 14,451,936 1,540,776 11.9%
Per Student County Appropriation 1,889 2,040 2,256 216 10.6%
OTHER REVENUE:
State Textbook Allocation
159,566
278,527
306,742
28,215
Sales Tax Reimbursement
120,000
120,000
Tuition - Regular School
12,111
3,000
3,000
-
Fines $ Forfeitures
240,931
180,000
180,000
-
Rental School Property
10,705
5,000
5,000
-
ABC Revenue
21,125
18,700
18,700
-
Interest Earned on Investments
248,265
82,419
163,812
81,393
Miscellaneous Revenue
65,350
5,000
5,000
-
Indirect Cost
23,461
3,000
176,730
173,730
Community Schools
852,927
793,492
830,929
37,437
Appropriated Fund Balance
1,845,215
1,845,215
-
SUBTOTAL OTHER REVENUE
1,634,440
3,214,353
3,655,128
440,775 13.7%
LOCAL REVENUE 13,121,449 16,125,513 18,107,064 1,981,551
TOTAL BUDGET REQUESTED 18,107,064 1,540,776 14.7%
FUNDING DIFFERENCE 440,775
revenuq"JMW
ocs
Local Fund Revenue History
Year
Per Student
Increase
1990 -91
$1,175
$118
1991 -92
1,310
135
1992 -93
1,310
0
1993 -94
1,383
53
1994 -95
1,451
88
1995 -96
1,571
120
1996 -97
1,782
211
1997 -98
1,889
107
1998 -99
2,040
151
1999 -00
2,256
216
ocs Local Fund Budget Summary
Approved Budget for 1999 -00
1997 -98 1998 -99 1999 -00
ACTUAL BUDGET PROPOSED CHANGE
SUMMARY BY PURPOSE CODE
INSTRUCTIONAL PROGRAMS
5100 REGULAR
5200 SPECIAL
5400 CO- CURRICULAR
5800 STUDENT SERVICES
5900 BENEFITS
5900 ADDITIONAL PAY
5000 TOTAL
SUPPORT SERVICES
6100 PUPIL SUPPORT
6200 INSTRUCTIONAL SUPPORT
6300 ADMINISTRATIVE SUPPORT
6400 SCHOOL ADMINISTRATION
6500 BUSINESS SUPPORT
6600 CENTRAL SUPPORT
6900 BENEFITS
6920 ADDITIONAL PAY
6000 TOTAL SUPPORT
2,801,746
3,775,515
4,239,958
161,568
527,319
694,241
313,982
337,802
337,802
34,909
159,222
171,960
1,028,978
1,662,262
1,840,691
1,439,597
1,304,763
1,851,892
5,780,780
93,073
506,625
364,593
344,684
3,346,235
267,269
463,817
138,062
12.3%
31.7%
0.0%
8.0%
10.7%
41.9%
7,766,883 9,136,544 17.6%
114,630
121,460
599,856
697,909
448,015
468,387
753,605
879,740
3,943,780
4,066,143
373,085
385,634
808,862
934,627
163,078
176,124
6.0%
16.3%
4.5%
16.7%
3.1%
3.4%
15.5%
8.0%
5,524,358 7,204,911 7,730,024 7.3%
COMMUNITY SERVICES
7000 COMMUNITY SCHOOLS 773,828 817,492 854,929 4.6%
7000 TOTAL COMMUNITY
773,828 817,492 854,929 4.6%
8000 NON - PROGRAMMED
CONTINGENCY 20,000 20,000 0.0%
OTHER 198,722 316,227 365,568 15.6%
TOTAL NON - PROGRAMMED 198,722 336,227 385,568 14.7%
TOTAL LOCAL FUND BUDGET 12,277,688 16,125,513 18,107,065 12.3%
loca12000
ocs
Summary of Budget Request
Local Fund Budget
1999 -00
BASE BUDGET EXPANSION:
• The amount to cover a State Legislature 8% certified and 3% classified across the
board salary increase and matching benefits for all Public School Employees. This
amount represents our locally funded employees.
$ 651,672
• The amount to cover a State increase of 35% for health insurance coverage.
• Liability Insurance Increase
$ 135,528
$ 61,684
• The amount expected to cover growth in Charter Schools. We currently have
enrollment of 156.
$ 49,341
TOTAL BASE BUDGET $ 898,225
NEW INITIATIVES/EXPANSION:
• 2.5 Teacher Positions /Additional Transportation for Year -Round School (ALS)
The school within a school Year -Round School Program continues to grow. This
year we will have all three grades represented. As these numbers continue to grow,
there is a need to separate the various offerings from the traditional school. These
positions will go toward meeting the elective needs of the year -round students. Each
year our parents request additional transportation for this program. Currently we are
only able to provide transportation for the Hillsborough Elementary and A. L.
Stanback attendance zones. The additional funds would allow us to assign one bus to
each school to provide transportation outside their attendance zones.
$159,773
1
• 1 School Base Chair
The demands for the Exceptional Children's Program are increasing each year. We
currently have classroom teachers performing their normal duties and facilitating the
IEP meetings for our students. It is extremely difficult to perform both tasks
successfully. We are requesting that a School Base Chairperson be assigned to each
middle school on a half time basis to facilitate IEP meetings and handle the massive
amount of paper work which are required by State/Federal laws.
$ 47,909
1/2 AG Gifted Coordinator (OHS)
Our AG Plan also recommends additional services for the high school. This position
would address that need.
$ 23,955
2 Reading Recovery Teachers
The Reading Recovery Program has proven to be very successful in all our
elementary schools. We would like to increase the number of students receiving these
services. We intend to use these two teachers in the schools with the highest needs
for reading intervention.
$ 95,818
• 1 Science Teacher (OHS)
The Science Department of all high schools has the largest number of End -Of- Course
tests. As students continue to take more and more of the core subjects to meet
graduation and college entrance requirements, it is imperative that we keep the
student/teacher ratio at a reasonable level. This position would allow us to maintain
our 1:25 teacher /student ratio at the high school.
$ 47,909
• Increase Local Supplement (gross $263,017, benefits $48,606)
The recruitment, selection, development, and retention of quality teachers remain one
of the guiding principles for our system. In order to attract, retain, and be competitive
with surrounding systems in an environment where teachers are becoming more and
more scarce each year, we feel it is absolutely necessary for us to increase our local
supplements.
$ 311,623
• 1 Secretary %2 Finance; Y2 Auxiliary Services
We are also requesting half -time assistance for the Directors of Auxiliary Services
and Finance, two cabinet level positions in central office.
$ 32,388
One Associate Principal Middle School (10 months)
This was the top priority of our principals last year, as they wanted two associate
principals in each of our middle schools. We were able to fund one position this year,
and use a Principal Fellows Candidate in the other school. We are requesting that the
second associate principal be added.
$ 60,870
• Two Technology Support Technicians
Technology is quickly becoming a powerful instructional tool. There is a need for
constant updating in programs and repair. Our building level technology teachers are
spending more and more time on the maintenance of the equipment, as opposed to
working with teachers and students. It is our hope that these two technology
technicians, along with the one other person, will be able to eliminate some of the
mechanical demands for our building level teachers.
$ 95,818
• 1 Resource Officer (OHS)
We have been able to provide School Resource Officers in our middle/high schools
with grants and some local funding. The high school has over 1600 students, and
there is clearly a need for more than one officer. These officers continue to be a
valuable asset to our schools. Unfortunately, with the events taking place around the
country, their presence has become even more needed as a preventive measure.
$ 34,000
3
System Wide Remediation Funding
We have determined that providing sustained remediation assistance to our At -Risk
Students has elevated our proficiency levels in reading and math over the past four
years. We have been limited to providing these services the second half of the school
year. We are adding additional funding to each of our schools so that these services
can be expanded and offered throughout the school year. The program will be offered
both during and after school.
$ 81,000
Grant WriterNolunteer Coordinator
Currently we don't have any specific person to pursue Grant opportunities for the
system. It is very important that we seek any and all additional funding for our
system. In addition to these responsibilities, the system is also in need of an organizer
to build a pool of school volunteers. It remains very clear that the more external
customers we can involve in the educational process the more successful we will be in
developing the total child.
$ 35,000
• Additional Month of Employment for Guidance Dept OHS
Orange High School is currently the only high school in the area that doesn't have the
Guidance Office open year round. As our system continues to grow and with the
number of new /transfer students coming over the summer, we need to register
students and communicate with new parents as they arrive in our system.
$ 2,500
4
• Local Principal Supplement
We currently have two tenured principals whose local supplements have been frozen
for a number of years. These funds will place their local supplement in line with our
other principals who are under contracts.
TOTAL
$ 5,000
$ 873,790
TOTAL NEW INITIATIVES/EXPANSION $1,931,788
SAVINGS
• Savings from Clerical Substitutes $ 4,000
• Savings from Overtime $ 10,000
• Savings for Vehicle Liability Insurance $ 2,000
Decreases from 1998 -99 $16,000
Grand Total $1,915,788
5
Ocs
Summary of Budget Requests
Local Fund Revenue
1999 -00
Projected Student Enrollment 1999 -00
*Budgeted OCH Students (including tuition paid and excluding 6,281
present charter school students)
*Budgeted Charter School students increase to actual this year. 156
*Total students requiring funding
*Total students requiring funding 6,437
*Less number of tuition paying students (31)
*Total students needing County funding
Change in Revenue
*County per pupil allocation including an increase of 77 students 1,540,776
Other Revenue
*State Textbooks Warehouse Account 28,215
*Sales Tax Reimbursement 120,000
*Interest Earned on Investments 81,393
*Indirect Cost 173,730
*Community Schools 37,437
Total Revenue Change 440,775
ORANGE COUNTY PER PUPIL ADM HISTORY 10/13/98
Increase
County
I Current Expense
I Per Pupil
ADM
%
1993 -94
7,420,172
$
1,363.00
5444
1994 -95
8,099,482
$
1,451.00
5582
9.15%
1995 -96
8,825,533
$
1,571.00
5617
8.96%
1996 -97
10,121,760
$
1,782.00
5680
14.69%
1997 -98
11,487,900
$
1,889.00
6081
13.50%
1998 -99
12,911,160
$
2,040.00
6202
12.39 %'
1999 -00
14,451,936
$
2,256.00
6406
11.93%
countyapprop
OCS 1999 -00 State Fund Budget Summary
SUMMARY BY PURPOSE CODE
REVENUES
EXPENSES
INSTRUCTIONAL PROGRAMS
5100 REGULAR
5200 SPECIAL
5800 STUDENT SERVICES
5900 BENEFITS
5900 ADDITIONAL PAY
5000 TOTAL
SUPPORT SERVICES
6100 PUPIL SUPPORT
6200 INSTRUCTIONAL SUPPORT
6300 ADMINISTRATIVE SUPPORT
6400 SCHOOL ADMINISTRATION
6500 BUSINESS SUPPORT
6600 CENTRAL SUPPORT
6900 BENEFITS
6920 ADDITIONAL PAY
6000 TOTAL SUPPORT
1997 -98 1998 -99 1999-00
ACTUAL BUDGET PROPOSED CHANGE
22,721,666 25,738,356 27,617,841 7.3%
11,106,217
2,236,906
1,212,079
3,029,266
198,608
17,783,076
12,696,667
13,737,794
8.2%
2,298,000
2,484,140
8.1%
1,551,905
1,676,057
8.0%
3,662,573
3,962,904
8.2%
377,427
386,863
2.5%
20,586,572
33,978
51,000
401,774
371,000
225,604
298,900
1,197,778
1,248,001
1,880,225
1,982,222
206,021
110,051
908,585
923,100
84,625
167,510
4,938,590 5,151,784
COMMUNITY SERVICES
7000 COMMUNITY SCHOOLS - -
7000 TOTAL COMMUNITY - -
8000 NON - PROGRAMMED
CONTINGENCY
OTHER
TOTAL NON - PROGRAMMED
22,247,758 8.1%
52,020
2.0%
383,985
3.5%
307,867
3.0%
1,347,841
8.0%
2,041,688
3.0%
113,353
3.0%
950,794
3.0%
172,535
3.0%
5,370,083 4.2%
TOTAL 22,721,666 25,738,356 27,617,841 7.3%
* 1999 -00 Projections are based on planning allotments which are subject to change based on the
higher of the first two months ADM. swe2000
ocs 1999 -00 Federal Fund Budget Summary
1997 -98 1998-99 1999-00
ACTUAL BUDGET PROPOSED CHANGE
REVENUE 930,391 19116,386 1,173,564 5.1%
EXPENSES
INSTRUCTIONAL PROGRAMS
5100 REGULAR
5200 SPECIAL
5800 STUDENT SERVICES
5900 BENEFITS
5900 ADDITIONAL PAY
5000 TOTAL
SUPPORT SERVICES
6100 PUPIL SUPPORT
6200 INSTRUCTIONAL SUPPORT
6300 ADMINISTRATIVE SUPPORT
6400 SCHOOL ADMINISTRATION
6500 BUSINESS SUPPORT
6600 CENTRAL SUPPORT
6900 BENEFITS
6920 ADDITIONAL PAY
6000 TOTAL SUPPORT
COMMUNITY SERVICES
7000 COMMUNITY SCHOOLS
7000 TOTAL COMMUNITY
92,747
57,751
589,856
663,690
12,468
69,507
133,123
171,919
5,106
4,060
833,300 966,927
9,478
11,184
27,645
19,554
21,524
32,023
5,940 6,670
1,065 13,100
7,978 39,168
3,596
73,630 125,295
75,633
700,987
70,281
182,234
5,009
1,034,144
31.0%
5.6%
1.1%
6.0%
23.4%
7.0%
13,919 24.5%
29,501
50.9%
34,500
7.7%
7,000
4.9%
15,000
14.5%
9,000
- 77.0%
4,000
11.2%
112,920 -9.9%
8000 NON - PROGRAMMED
CONTINGENCY
OTHER 23,461 24,164 26,500 9.7%
TOTAL NON - PROGRAMMED 23,461 24,164 26,500 9.7%
TOTAL 930,391 1,116,386 1,173,564 5.1%
feder2000
Position Budget Summary
For the Local, State and Federal Funds
STATED IN FULL -TIME EQUIVALENT POSITIONS (FTE)
SUMMARY BY PURPOSE CODE
TOTAL 310.4 323.4 597.33 606.33 28.27 27.77 936 957.5 21.5
State and Federal 1999 -00 Budget information is estimated at this time.
Local
Fund
State
Fund
Federal
Fund
j9w
I9w
1998 -99
1999 -00
1998 -99
1999 -00
1998 -99
1999 -00
1998 -99 1999 -00
Chg
INSTRUCTION
5100 REGULAR
101
106.5
404
408
505
514.5
9.5
5200 SPECIAL
17.5
19
60.73
65.73
26.77
27.77
105
112.5
7.5
5400 Co- Curricular
coaching supplements extra duty not positions
5800 STUDENT SERVICES
2
3
29
29
31
32
1
5000 TOTAL
120.5
128.5
493.73
502.73
26.77
27.77
641
659
18
SUPPORT SERVICES
6100 PUPIL SUPPORT
2
2
1
1
0.5
0
3.5
3
-0.5
6200 INSTRUCTIONAL SUPPORT
11.5
13.5
5
5
1
17.5
18.5
1
6300 ADMINISTRATIVE SUPPORT
3.4
3.4
4.6
4.6
8
8
0
6400 SCHOOL ADMINISTRATION
15
16
36
36
51
52
1
6500 BUSINESS SUPPORT
130
131
57
57
187
188
1
6600 CENTRAL SUPPORT
5
6
5
6
1
6000 TOTAL SUPPORT
166.9
171.9
103.6
103.6
1.5
0
272
275.5
3.5
COMMUNITY SERVICES
7000 COMMUNITY SCHOOLS
23
23
23
23
0
7000 TOTAL COMMUNITY
23
23
0
0
0
0
23
23
0
TOTAL 310.4 323.4 597.33 606.33 28.27 27.77 936 957.5 21.5
State and Federal 1999 -00 Budget information is estimated at this time.
OCS
Summary of Changes
Position Budget
1999 -00
Change in State Fund Budget INCR/(DECR)
• New Classroom Teacher Positions 1
• One Teacher Assistant for grades K -3 1
* Support Position 1
* Vocational Education Position 1
* Special Education Teachers 3
* Special Education Assistants 1
* Willie M Teacher Assistant 1
TOTAL ADDITIONAL STATE POSITIONS 9.0
Changes in Local Fund Budget
* Additional Elective Teachers ALS
2
* Additional Math Teacher ALS
0.5
* Intellectually Gifted Coordinator OHS
0.5
* Reading Recovery Teachers
2
* Science Teacher OHS
1
* 2 Technology Support Technicians
2
• Additional Associate Principal 10- Months CWS
1
• Secretary 1/2 Finance; 1/2 Auxiliary Services
1
• OHS School Resource Officer
1
• School Based Chair Person
1
* Grant WriterNolunteer Coordinator
1
TOTAL ADDITIONAL LOCAL POSITIONS
13
Changes in Federal Fund Budget
* Drug Free Funds Clerical Position -0.5
TOTAL ADDITIONAL FEDERAL POSITIONS -0.5
TOTAL NEW POSITIONS 21.5
B-10-99
APPROVED OCS RECURRING CAPITAL BUDGET 1999 -2000 7 -3-99
REQUEST I
JUSTIFICATION
FUNDED
CATEGORY I BUILDINGS & GROUNDS
Cameron Park
4.9101.001.524
1. Replace Fire Alarm System
Bring Fire Alarm System up to state code #NFPA#72, to
most ADA Standards.
65,000
4.9102.001.524
2. Intercom System
Upgrade 20 year old Intercom system
40,000
Central Elementary
4.9103.001.524
1. Upgrade Fire Alarm
To bring school Fire Alarm System up to code #NFPA72,
to meet ADA and State Guide Lines
50,000
4.9104.001.529
9. Ceiling Tile
Replace old and spotted ceiling file in halls
10,000
4.9105.001.523
10. Heating/Cooling
Add one heating and cooling window unit to old lounge
area
5,000
CW STANFORD
4.9106.001.523
1. Chiller 200 Building
Replace a 45 ton unit with a 80 ton unit, this will allow use
to cod the entire 200 building, the present unit is 20+
years old. Currently we cant cod the gym and
classrooms at the same time.
70,000
4.9107.001.529
4. Cafeteria Hood Fire Protectors
Update old hood fire protection system, State Standard
Fire Code
5,000
Efland Cheeks Elementary
4.9108.001.523
1. Heating/Cooling Units
eplace two top heating/cooling units, units are 21
years old
40,000
G. A. Brown
4.9109.001.524
1. Heating/Cooling Units
Replace two water source eating/cooling units, units are
20+ years old
35,000
THISTO—rough
4.9110.001.523
3. Work Room Vent
Install a vent to move heat built up by equipment used in
workroom
1,000
New Hope
4.9111.001.529
1. Fencing
Replace old fencing around play area, also add 3 gates
6,000
4.9112.001.529
2. Roll Gate Safety Guards
Entrance roll gates to school need to have safety guards
to prevent gates from sliding off rollers and severely
Injuring someone.
3,000
3. Fence Gate
Install gate leading to back play area
1,000
SYSTEM WIDE
4.9114.001.529
2. Roof Repairs
Maintain roofs at all buildings systemwide
1 25,000
4.9245.001.529
3. Bleacher Maintenance
Yearly Inspection and maintenance upkeep on all
bleachers and basketball backstops.
15,000
APPROVED OCS RECURRING CAPITAL BUDGET 1999 -2000 7 -3 -99
REQUEST
JUSTIFICATION
FUNDED
4.9247.001.529
4. Painting Schools
Continue painting schools on the yearly rotation painting
schedule
20,000
4.9248.001.529
5. Line Painting
Keep our schools parking lots properly lined and painted
10,000
4.9249.001.529
6. Cafeteria Kitchen Hood Cleaning
Semi Annual cleaning of cafeteria hoods, safety/health
issue
9,000
4.9251.001.529
7. Carpet Cleaning
Yearly carpet cleaning of office areas in the system
10,000
4.9250.001.529
8. Pest Control
Yearly treatments of all the buildings in the system,
health/safety Issue.
9,000
4.9252.001.529
16. Bloodborne Paths. Waste Disp.
Conform to OSHA Standards by disposing of science lab
chemicals and medical waste from school health moms.
6,000
4.9253.001.529
17. Tack Strips/Dustless Board
Replace bulletin boards/tack strips in the school system
3,000
4.9254.001.529
18. Landscaping all schools
Reseed and fertilize all grounds, systemwide, does not
include athletic fields
12,000
4.9115.001.529
19. Driveway Paving
Repair driveways/potholes systemwide
10,000
4.9116.001.529
21. Water Cooler Replacement
Bring all school sites up to date also ADA standards
31,000
4.9117.001.529
22• Mobile Units OHS, ALS,GAB Leased 4 mobile units
22,304
Athletics
4.9233.001.326
Turf and Field Maintenance
15,000
4.9234.001.541
Turf Equipment
15,000
Maintenance
4.9235.001.541
7. Safety Training Equipment
Equipment to be used for the training of personal
systemwide videos/equipment
3,000
4.9236.001.541
8. (1) Bush Hog
Replace bush hog mower used by Maintenance on school
sites
5,000
4.9237.001.461
9. Safety Training
Safety Training Seminar for systemwide employees to be
conducted by the Orange County Schools Safety
Coordinator.
5,500
Transportation
4.9118.001.529
3. Transportation Roofing
Replace and reseal 10,472 sq. foot of roofing.
16,000
TOTAL CATEGORY I BUILDING & GROUNDS
572,804
Category II Furniture & Equipment
ALS
APPROVED OCS RECURRING CAPITAL BUDGET 1999 -2000 7 -3 -99
REQUEST
JUSTIFICATION
FUNDED
4.9201.001.541.304
ADM Equipment allocation at $32.
Capital Equipment
23,136
Cameron Park
4.9202.001.541.308
ADM Equipment allocation at $32.
Capital Equipment
17,952
Central Elementary
4.9203.001.541.312
ADM Equipment allocation at $32.
Capital Equipment
13,696
CW STANFORD
4.9204.001.541.316
ADM Equipment allocation at $32.
Capital Equipment
23,584
Efland Cheeks Elementary
4.9205.001.541.324
ADM Equipment allocation at $32.
Capital Equipment
16,064
G. A. Brown
4.9206.001.541.328
ADM Equipment allocation at $32.
Capital Equipment
16,928
Hillsborough
4.9209.001.541.329
ADM Equipment allocation at $32.
Capital Equipment
12,768
New Hope
4.9207.001.541.330
ADM Equipment allocation at $32.
Capital Equipment
20,224
Orange High
4.9208.001.541.332
ADM Equipment allocation at $32.
Capital Equipment
57,024
Administrative
4.9216.001.541
Transportation Equipment Allocation
10,000
4.9215.001.541
Maintenance Equipment Allocation
10,000
4.9119.001.523
Mechanical
15,000
4.9210.001.541
Commercial Copiers
60,000
4.9211.001.541
Human Resources Equipment
Allocation
10,000
4.9213.001.541
Instructional Equipment Allocation
10,000
4.9214.001.541
Superintendent Equipment Allocation
10,000
4.9212.001.541
Finance Equipment Allocation
10,000
4.9217.001.541
Start Up for New Classrooms
45,500
i
i
ORANGE COUNTYSCHOOLS
CAPITAL INVESTMENT PLAN
1999 -2009
ORANGE COUNTY SCHOOLS - CAPITAL IMPROVEMENT PLAN FOR 1999 -2009
2 -1-99
Project Title
Through
YEAR 1
YEAR 2
YEAR 3
YEAR 4
YEAR 5
YEAR 6
YEAR 7
YEAR 8
YEAR 9
YEAR 10
TOTAL
1998 -99
99-00
00-01
01 -02
02-03
03.04
04-05
05.06
06-07
07 -08
08 -09
Asbestos Removal
313,100
313,100
Bus Garage
200,000
200,000
Cameron Park Renovation
270,000
270,000
Central Bern. Media
90,000
90,000
CW Stanford Renovation
1,840,000
1,840,000
Efland - Cheeks Gym
450,000
450,000
Electrical SVS, Upgrade
575,000
575,000
Elementary School New
12,737,720
12,737,720
Energy Mgmt, systems
200,000
200,000
100,000
500,000
Enviromental Testing
150,000
150,000
Future Projects Reserve
- 115,285
- 115,285
Grady Brown Renovation
100,000
100,000
Handicapped Accessibility
634,017
35,983
670,000
High School (New)
1,089,788
1,746,0741
13,815,302
747,112
2,377,896
2,290,231
1,527,913
1,488,907
2,789,431
2,641,566
2,619,219
33,133,439
Hillsborough Elem. Renovation
1,161,250
1
1,161,250
Kitchen Projects
405,000
405,000
Maintenance Shop
155,000
155,000
Orange High Renovation
533,000
450,000
125,0001
500,000
1,608,000
Parking Lots/Playfields
100,000
265,000
365,000
Planning for Future Projects
- 16,669
- 16,669
Playground Surfadng
140,000
140,000
Re- roofing Projects
456,635
750,000
159,197
1,000,000
1,140,000
250,000
3,755,832
Technology Application
5,700,000
625,0001
625,000
625,000
625,000
625,000
625,000
625,000
625,000
625,000
625,000
11,950,000
TOTAL PROJECT EXPENSE
13,975,836
15,794,777
14,865,302
1,8T2,112
3,752,896
3,074,428
3,152,913
3,253,907
4,119,431
3,531,568
3,244,219
70,437,387
REVENUE PLAN:
County Paj As- You-Go
8,704,588
1,380,753
1,574,981
1,499,485
2,622,816
2,686,747
2,757,478
2,850,563
3,708,021
3,111,928
2,816,189
33,713,547
Impact Fees
761,250
1,418,864
365,321
372,627
380,080
387,681
395,435
403,344
411,410
419,638
428,030
5,743,680
State Bonds
5,980,160
5,980,160
Local Bonds 92
2,000,000
2,000,000
Local Bonds 98
2,510,000
7,015,0001
12,725,000
750,000
23,000,000
Total Revenues
13,975,836
15,794,777
14,685,302
1,872,112
3,752,896
3,074,426
3,152,913
3,253,907
4,119,431
3,531,566
3,244,219
70,437,387
CHAPEL HILL- CARRBORO CITY SCH
Lincoln Center, Merritt Mill Road
Chapel Hill, North Carolina 27516 -28
Telephone: (919) 967 -8211
Neil G. Pedersen
Superintendent
TO: John Link, Manager
Orange County
J
FROM: Neil G. Pederse
Superintendent
F AUG 1 7 1899 D
Ann Y. Hart, Assistant Superintendent
of Instructional Services
Chester F. Preyar, Assistant Superintendent
of Support Services
RE: Summary of Budget Request for 1999 -2000
DATE: August 16, 1999
Sorry you were not able to attend today's Managers' Luncheon. Had hoped to
provide this information to you there.
I have included the information sent to the Board of Education for approval at its
July 15d' meeting, but I have placed a blue marker denoting the information you specifically
requested.
Let me know if you have questions.
NGP /asb
CHAPEL HILL - CARRBORO CITY SCHOOLS
Lincoln Center, Merritt Mill Road
Chapel Hill, North Carolina 27516
Telephone: (919) 967 -8211
Neil G. Pedersen
Superintendent
TO: Board of Education
0
Ann Hart, Assistant Superintendent
For Instructional Services
Chester Preyar, Assistant Superintendent
For Support Services
FROM: Neil G. Pedersen
Superintendent
RE: Recommended Operating and Capital Budgets for 1999 -2000
DATE: June 30, 1999
I am enclosing revenue and expense summary sheets for the 1999 -2000 operating
and capital budgets. The operating budget has been reduced by $660,325 from the Board
of Education's original request to the County Commissioners and projected revenues,
excluding the county appropriation and district tax, have been increased by $270,000.
These recommended revisions make up for the $930,325 shortfall in the Manager's
Recommended Budget that the County Commissioners approved. The capital budget
summary is identical to what was requested of the County Commissioners. The remainder
of this memorandum pertains to the operating budget only.
Increases in Revenues
Incorporate projected sales tax reimbursements
The original budget request did not include a line item for sales tax reimbursement.
This is the first year that school districts are eligible for these reimbursements and we were
uncertain about how to reflect this item in our budget. The Manager clarified that
reimbursements that we can claim for the 1998 -99 year should be shown as revenue in the
1999 -2000 budget. We estimate that we will receive $70,000 in sales tax reimbursement.
Appropriate a total of $500,000 from fund balance
In our original request, we recommended that $300,000 be appropriated from fund
balance. The Manager and County Commissioners have encouraged us to appropriate
more fund balance to fund recurring expenses such as the lifting of the salary cap on
experienced teachers. We are recommending that an additional $200,000 be appropriated
from fund balance, bringing the total to $500,000. Although this will leave us with a fund
balance of less than 5.5%, the guideline cited in your policy, our fund balance should still
exceed $1,000,000. This does not cause us an immediate problem. It must be emphasized,
however, that we cannot be assured that next year a similar amount will be available to
appropriate from fund balance. If this is the case, additional funding will be required from
the County Commissioners because we are using fund balance to finance continuing
expenses.
F]
Decreases in Expenses
Reduce four positions and eliminate capital expenditures in the PREP
Academy budget
The PREP Academy budget is being reduced by $115,488. This reduction is
accomplished by reducing the number of teacher assistants in the two academies from eight
to four and by purchasing the computer hardware from Program 69 state dollars from this
year's budget.
Reduce the proposed budget for programs for Limited English Proficient
students by almost $200,000
Funding for the LEP Task Force recommendations is decreased by $198,104;
however, we are anticipating that the Task Force's recommendations very well could be
fully funded and implemented. Non - personnel items are being purchased from 1998 -99
state dollars that must be expended by June 30, 1999 6r else they revert back to the state.
We are expecting the General Assembly to double the funding available for LEP students.
If this proposed funding is approved, state funding will support the 1.5 additional state
positions received this year and 3 additional positions for next year. With the one teaching
position proposed for next year from local funds, we will increase the number of ESL
teachers by four and be able to implement all of the strategies recommended by the LEP
Task Force for the first year. If our allotment from the final budget approved by the
General Assembly is not sufficient to fund the proposed positions, we could not fully fund
the recommendations in light of the limited funds being reserved in the contingency fund.
Defer initiative to reduce class size
No funding is recommended for reducing class size this year; therefore, further
consideration will be delayed for one year. Although reducing class size is a high priority
for the Board of Education, there simply.are not sufficient funds to proceed with this
initiative. This will save $217,320.
Reduce the number of technology technician positions from 6.5 to 5 and
decrease the length of their contracts
The original budget request called for 6.5 technology technician positions with 11-
month contracts. This request has been reduced to 5 positions that will work under 10.5
month contracts. This results in savings of $51,583.
Reduce budgeted allocation to charter schools
We have reduced the amount budgeted for charter schools by $27,830.. It is very
difficult to project the payments that the district will be required to make to charter schools;
however, based on this year's experience and the closing of one charter school and the.
relocation of another to Orange County, we believe that this reduction is feasible. If not,
the district is committed to making these payments to charter schools and funds would need
to be drawn from the contingency account.
Reduce contingency funds by an additional $50,000
The 1998 -99 contingency account was $250,000. Originally, we recommended
that it be reduced to $200,000. In order to fund other high priority projects, we recommend
that this account be reduced by another $50,000 to a total of $150,000. If no major,
unanticipated needs arise next year, this contingency should be sufficient.
Summary
As the Board of Education has consistently stated throughout the budget process,
every item in our budget request was a very high priority. Any item not funded has a
negative impact on programs and services. Nevertheless, under this budget proposal, we
will be able to fund most of the programs and enhancements included in our budget
request. The growth in the district will be accommodated without slighting the existing
schools. Non - proficient students will be well served through an expanded summer school
program and intervention programs at the end of the fifth and eighth grades. Although we
anticipate continued difficulties in supporting the effective use of technology in our
schools, we will increase the attractiveness of our technology specialist positions and the
support for our classroom teachers. I am particularly pleased that we will be able to fund
all of the staff compensation requests although I remain concerned about our ability to
compete for the very best teachers. Our supplement schedule will need to be significantly
enhanced in upcoming years.
Coping with the $930,325 shortfall in the revenues approved by the County
Commissioners has not been easy. We benefited greatly by the anticipated doubling of
state allocations for ESL programs. We have deferred high priority items such as the
reduction in class size. We have scaled back programs, including the PREP Academy and
the technology technicians. We also have taken some risks. We've reduced the line item
for allocations to charter schools, increased our appropriated fund balance, and reduced our
contingency fund. We take these responsible risks because we believe that the additional
personnel and other enhancements are critical to the success of the students in this school
district.
RESOLUTION: Be it, therefore, resolved that the Board of Education adopts the
1999 -2000 operating and capital budgets as presented in the attached
documents.
Summary of Budget Request
112,000
Local Fund Budget
Removal of cap
For 1999 -00
151,000
Original Budget
Revised Budget
Growth
Reclassification of several admin. pos.
Opening cost of Mary Scroggs $918,428
$918,428
Opening cost of ECHHS Additions 416,650
416,650
Increased maintenance cost 170,100
170,100
Local Teacher supplement funds 67,500
67,500
Non - personnel funds for growth 45900
45.900
1,618,578
$1,618,578
State Mandates
Legislature wage increase $1,210,000 $1,210,000
Health insurance increase 297,000 297,000
Substitute teacher pay increase 44,000 44,000
Special Education Needs 185,824, 185.824
1,736,824 $1,736,824
Proficiency Standards
PREP Academies $540,000 $424,512
Decentralization of summer school 105,540 105,540
LEP Task Force recommendations 247,972 49,868
Reduction of Class size 217,.320 Q
$1,110,832 $579,920
Compensation
Increase teacher supplement
112,000
112,000
Removal of cap
151,000
151,000
Fund enhancements recommended
95,000
95,000
Reclassification of several admin. pos.
49,000
49,000
Stipends to cover out of pocket expens,
5,250
5,250
Support for Teacher National Board
15.200
15.200
$427,450
$427,450
Technology
Technology Specialist contract
40,596
40,596
Technology Technicians(Elem)
119,456
142.531
Mid/High Technicians
74.658
$183,127
$234,710
Other " -
Utility rate
Reduction of one time cost prog.
Reduction of Charter School funding
Reduction of contingency fund
Capital Expenditures
56,400
(130,000)
(50,000)
(40,000)
(163,600)
56,400
(130,000)
(27,8.30)..
(100,000)
(40,000)
(241,430)
Total Budget Request $ 4,964,794 $4,304,469
I
1999 -00 Combined Operating Budget
Revenues and Expenditures
Support Services
Instructional Staff
791,565
State Public
61,190
1,114,469
Administrative
Local Fund
School Fund
Federal Fund
Total
Revenues
1,415,057
2,000,147
-
3,415,204
State of North Carolina*
6,464,930
$ 35,067,111
-
$ 35,067,111
State Textbook Allocation*
955,371
410,828
47,600
410,828
Federal*
1,914,361
910,697
$ 2,118,706
2,118,706
Orange County Appropriation
$ 20,085,168
4,738,569
236,102
20,085,168
Special District Tax
9,743,228
28,113
-
9,743,228
Other Local Revenue
1,491,500
-
-
1,491,500
Total Revenues
$ 31,319,896
$ 35,477,939
$ 2,118,706
$ 68,916,541
Operating Expenses **
-
-
211,132
211,132
Instructional Programs
$ 31,319,896
$ 35,067,111
$ 2,118,706
$ 68,505,713
Regular
$ 9,970,206
$ 20,352,221
$ 67,837
$ 30,390,263
Special
2,932,001
2,208,604
695,226
5,835,830
Co- Curricular
824,021
-
-
824,021
Pupil Support
1,965,879
2,505,121
421,659
4,892,659
Other
3,178,557
5,234,483
486,750
8,899,790
Total Instructional Programs
18,870,663
30,300,429
1,671,472
50,842,564
Support Services
Instructional Staff
791,565
261,714
61,190
1,114,469
Administrative
272,770
72,876
8,630
354,276
School Administration
1,415,057
2,000,147
-
3,415,204
Business Support
6,464,930
1,398,954
-
7,863,884
Central Support
955,371
94,181
47,600
1,097,152
Other
1,914,361
910,697
118,682
2,943,740
Total Support Services
11,814,054
4,738,569
236,102
16,788,725
Community Services
14,054
28,113
-
42,167
Charter School Funds
471,125
-
-
471,125
Contingency
150,000
-
-
150,000
Other
-
-
211,132
211,132
Sub -Total
$ 31,319,896
$ 35,067,111
$ 2,118,706
$ 68,505,713
State Textbooks - 410,828 - 410,828
Total Operating Expenses $.31,319,896 $ 35,477,939 $ 2,118,706 $ 68,916,541
Per pupil expenditure $3,508 $4,039 $241 $7,788
* State and Federal revenues are based on planning budgets.
** Appendix E contains explanations of expense categories.
2 -1
Local Fund Revenue Projections
1997 -1998
ACTUAL
Projected Enrollment of County Residents:
State projection less tuition paid 8317
Existing Charter School students
Total County Resident Students 8317
Out of County Tuition Paid Students
Total Students
Per Student County Appropriation
Per Student Special District Tax est.
Per Student Local Funding
COUNTY TAXES:
County Appropriation
Special District Tax
SUBTOTAL FROM COUNTY
OTHER REVENUE:
Prior Year Special District Tax
Sales Tax Revenue
State Inventory Tax
Tuition - Regular School
Tuition - Summer School
Tuition - Preschool
Fines & Forfeitures
ABC Revenue
Interest Earned on Investments
Miscellaneous Revenue
Indirect Cost
Appropriated Fund Balance
SUBTOTAL OTHER REVENUE
LOCALREVENUES
INCR/ PERCENT.
1998 -1999 1999 -2000 (DECR) INC /(DEC)
BUDGET PROJECTION From 98 -99 From 98 -99
8441
8760
143
143
8584
8903 319
21 27 24 -3
8338 8611 8927 316
$1,889.00 $2,040.00 $2,256.001 $216.00
880.74 957.25 1,094.35 137.13
$2,769.74 $2,997.25 $3,350.38 $353.13
$ 15,710,819 $ 17,511,360 $ 20,085,168 $2,573,808
7,507,334 8,217,005 9,743,228 1,526,223
$ 23,218,153 $ 25,728,365 $ 29,828,396 $ 4,100,031
73,415
60,000
60,000
-
-
-
70,000
70,000
-
61,000
62,000
1,000
57,384
45,000
45,000
-
52,771
45,000
45,000
-
120,293
90,000
150,000
60,000
317,843
320,000
320,000
-
21,655
29,500
29,500
-
132,787
150,000
150,000
-
37,478
15,000
20,000
5,000
105,321
40,000
40,000
-
213,240
431,562
500,000
68,438
$ 1,132,187
$ 1,287,062
$ 1,491,500
$ 204,438
$ 24,350,340 $ 27,015,427 $ 31,319,896 . $4,304,469.
2 -2
10.6%
14.3%
11.8%
14.7%
18.6%
15.9%
15.9%
15.9%
F
0
Local Fund Revenue History
Special District Tax per $100 value
District Tax
$0.1775
$0.1735
$0.1735
$0.1575 *
$0.1540
$0.1540
$0.1900
$0.1790 * .
$0.1920
$0.2200
For 1999 -00:
A $.01 District Tax increase is estimated to generate $442,874 in additional revenue.
A $.01 County General Fund Property Tax increase is estimated to generate $670,000 in additional revenue
to split between the two school districts in Orange County. CHCCS's share would be $390,000.
* Re- evaluation year of property tax values
2 -3
County Appropriation
Year
Per Student
Increase
1990 -91
$1,175
$118
1991 -92
1,310
135
1992 -93
1,310
0
1993 -94
1,363
53
1994 -95
1,451
88
1995 -96
1,571
120
1996 -97
1,782
211
1997 -98
1,889
107
1998 -99
2,040
151
1999 -00
2,256
216
Special District Tax per $100 value
District Tax
$0.1775
$0.1735
$0.1735
$0.1575 *
$0.1540
$0.1540
$0.1900
$0.1790 * .
$0.1920
$0.2200
For 1999 -00:
A $.01 District Tax increase is estimated to generate $442,874 in additional revenue.
A $.01 County General Fund Property Tax increase is estimated to generate $670,000 in additional revenue
to split between the two school districts in Orange County. CHCCS's share would be $390,000.
* Re- evaluation year of property tax values
2 -3
Summary of Budget Requests
Local Fund Revenue
For 1999 -00
Projected Student Enrollment 1999 -00
* Budgeted CHCCS Students (including tuition paid and excluding present
charter school students)
* Bugeted Charter School students (same as 1997 -98 and 1998 -99
ADM). We are anticipating growth in the number of charter
* Total students requiring funding
* Total students requiring funding
* less number of tuition paying students
* Total students needing County funding
Change in Revenue
• County per student allocation: increase of in -county students of 319
• Growth in Special District Tax base
• Total increase from the County Commissioners
Other Revenue:
• Increase in State inventory tax funds
• Increase in preschool tuition due to growth in program and increase in
tuition
• State Tax Refund
• Increase in miscellaneous income
• Increase in Appropriated Fund Balance
Net Other Income
TOTAL REVENUE CHANGE
2 -4
8784
143
8927
8927
-24
8903
BUDGET
REQUESTS
$2,573,808
1.526.223
$4,100,031
$1,000
60,000
70,000
5,000
68,438
204,438
$4,304,469
1i
Local Fund Budget Summary
Proposed Budget for 1999 -00
SUMMARY BY PURPOSE CODE*
INSTRUCTIONAL
5100 Regular
5200 Special*
5400 Co- Curricular
5810 Education Media
5820 Attendance /Social Work*
5830 Guidance Services*
5840 Health Services
5850 Psychological Services*
5860 Speech Pathology*
5890 Other Pupil Support Services
5900 Employee Benefits
5000 TOTAL INSTRUCT.SERVICES
SUPPORT SERVICES
6210 Improvement of Instruction
6200 Sub -total Instruct. Staff
1997 -98
ACTUAL
$ 7,583,388
2,382,680
665,512
300,618
130,202
450,472
139,169
87,170
595,832
69,561
2,527,790
14,932,394
1998 -99 1999 -00
BUDGET PROPOSED CHANGE
$ 8,303,103
2,430,099
775,278
349,960
182,523
405,245
153,177
8,189
486,712
83,361
2,462,467
15,640,113
$ 9,970,206
2,932,001
824,021
448,629
234,693
459,405
181,520
26,684
527,968
86,980
3,178,557
18,870,663
824,094 756,551 791,565
824,094 756,551 791,565
20.1%
20.7%
6.3%
28.2%
28.6%
13.4%
18.5%
225.9%
8.5%
4.3%
29.1%
20.7%
4.6%
4.6%
6310 Board Of Education
96,017
117,931
123,181
4.5%
6320 Executive Administration
109,250
111,608
114,630
2.7%
6390 Other Administrative Support
32,270
54,959
34,959
-36.4%
6300 Sub -Total Admin. Staff
237,537
284,498
272,770
-4.1%
6410 Office of the Principal
985,118
1,330,214
1,415,057
6.4%
6400 Sub -total School Admin.
985,118
1,330,214
1,415,057
6.4%
6510 Support Services
61,060
106,206
108,954
2.6%
6520 Fiscal Service
321,616
365,918
376,368
2.9%
6540 Operation of Plant
2,810,100
3,118,048
3,657,412
17.3%
6550 Transportation
124,231
305,303
314,506
3.0%
6560 Child Nutrition
58,908
61,264
63,102
3.0%
6570 Internal Services
283,265
287,854
273,588
-5.0%
6580 Maintenance of Plant
1,378,891
1,497,160
1,671,000
11.6%
6500 Sub -total Business Support
5,038,071
5,741,753
6,464,930
12.6%
2 -5
Local Fund Budget Summary (con't)
13,001
13,241
1997 -98
1998 -99
1999 -00
5,987
13,729
ACTUAL
BUDGET
PROPOSED
471,125
6630 Community Relations
109,277
112,934
116,207
2.9%
6640 Human Resources
217,082
382,484
502,135
31.3%
6660 Management Information Service
318,939
368,487
337,029
-8.5%
6600 Sub -total Central Support
645,298
863,905
955,371
10.6%
6900 Employee Benefits
880,482
1,224,154
1,500,776
22.6%
6930 Staff Development"
-
411,555
413,585
0.5%
6900 Sub -total Other Support
880,482
1,635,709
1,914,361
17.0%
6000 TOTAL SUPPORT SERVICES
7100 Community Services
7910 Employee Benefits
7100 COMMUNITY SERVICES
8200 Charter School Funds
9990 Contingency
8,610,600 10,612,630 11,814,054
3,176
13,001
13,241
2,811
728
813
5,987
13,729
14,054
354,812
498,955
471,125
250,000 150,000
11:3%
1.8%
11.7%
2.4%
-5.6%
- 40.0%
TOTAL LOCAL FUND BUDGET $ 23,903,793 $ 27,015,427 $ 31,319,896 15.9%
*Changes year to year are due to annual placement of staff on state, federal, or local budgets
where best use of funds can be made
* *Staff development was made a separate category for the 1998 -99 school year (all local staff development
is budgeted in 6930)
* ** Appendix E contains explanations of expense categories.
16
Summary of Budget Requests
Local Fund Budget
For 1999 -00
Growth
• Opening costs of Mary Scroggs Elementary School in August 1999
(see Appendix C for the details of the budget request).
• Opening costs of East Chapel Hill High Additions in August 1999 (see
Appendix C for the details of the budget request).
• Increased maintenance costs due to the opening of Mary Scroggs
Elementary School and East Chapel Hill High Additions in August
1999 (see Appendix C for the details of the budget request).
• Local Teacher supplement funds for new state paid teacher positions.
• Non - personnel funds for growth in the number of students and
teachers. These funds cover instructional supplies, co- curricular, staff
development, etc. allocated to schools on a per student or per teacher
State Mandates
• Legislature wage increase for Teachers and Principals (8 %) and staff
(3 %) for positions established in the local budget.
• Health insurance increase of an estimated 35% to $2,344 per full -time
employee. The employer -paid cost of health insurance has been the
same for seven years.
• Substitute teacher pay increase mandated by the state legislature.
• Special Education Needs:
-One System Level Class preschool autistic teacher
- One -half School Psychologist position
-Two high school Special Education Resource Teachers
- One -half Inclusion Assistant at Glenwood
2 -7
BUDGET
REQUESTS
$918,428
416,650
170,100
67,500
45,900
$1,618,578
$1,210,000
297,000
44,000
49,868
24,934
99,736
11,286
$1,736,824
Proficiency Standards
* PREP Academies - A program to enable non - proficient fifth and eighth
grade students to become proficient in reading, mathematics, and
writing at the appropriate grade level.
• Decentralization of summer school to provide a summer program at the
appropriate grade level
• LEP Task Force recommendations - one system wide ESL teacher
Compensation
• Increase teacher supplement one additional percent for those between 0
and 9 years of experience so that minimums are 7% and 8%
• Removal of cap in Teacher Supplement Program after four consecutive
years of successful teaching experience
• Fund the enhancements recommended by the Supplement Study
Committee. Tuition reimbursement/bonus, relocation assistance, etc.
• Reclassification of several administrative positions was recommended
by a study conducted in 1997 -98. The second phase of funding is
being requested.
* Stipends to cover out of pocket expenses for serving on the CHCCS
School Board have not increased in a number of years. Recommended
that the stipends double to $1,400 per member with an additional $100
for Vice Chair and $600 for Chair.
* Support for Teacher National Board certification and new Teacher
orientation, and materials for performance based licensure portfolio
2 -8
BUDGET
REQUESTS
$424,512
105,540
49.868
$579,920
$112,000
151,000
95,000
49,000
5,250
15.200
$427,450
BUDGET
REQUESTS
Technology
• Technology Specialist contract extensions to 11 months (elementary $40,596
and middle schools) and 12 months (high schools) to allow more time
for planning and preparation.
• Technology Technicians (five technicians for 10.5 months) to support 142.531
technology maintenance.
$183,127
Other
• Utility rate increases anticipated (3 %) for water and power $56,400
• Reduction of one -time costs and programs: Phoenix Academy startup (130,000)
funds, year -round school study, administrative salary review, prior
year classroom startup funds and duty -free funds.
• Reduction of Charter School funding (27,830)
• Reduction of contingency fund from $250,000 to $150,000 (100,000)
• Capital expenditures moved from the operating budget to the recurring
capital budget (40,000)
($241,430)
Total Budget Requests $4,304,469
2 -9
State Fund Budget Summary
SUMMARY BY PURPOSE CODE
1997 -98
1998 -99
1999 -00
$ 20,352,221
ACTUAL
BUDGET
PROPOSED
CHANGE
Revenue $ 29,423,543
$ 32,520,805
$ 35,067,111
7.8%
State Textbook Revenue 354,532
396,048
410,828
3.7%
Total Revenue $ 29,778,075
$ 32,916,853
$ 35,477,939
7.8%
Expenditures*"*
INSTRUCTIONAL
5100 Regular $
15,959,279
$ 18,459,452
$ 20,352,221
10.3%
5200 Special
2,471,998
2,103,432
2,208,604
5.0%
5400 Co- Curricular
-
-
-
1,851,988
5800 Pupil Support
1,459,590
2,363,322
2,505,121
6.0%
5900 Employee Benefits
4,741,802
5,026,272
5,207,222
3.6%
5930 Staff Development
-
27,261
27,261
0.0%
5000 INSTRUCTIONAL SERVICES
24,632,669
27,979,739
30,300,429
8.3%
SUPPORT SERVICES
6200 Instructional Staff
771,982
254,091
261,714
3.0%
6300
Administrative Staff
103,279
70,073
72,876
4.0%
6400
School Admin.
1,657,044
1,851,988
2,000,147
8.0%
6500
Business Support
1,387,136
1,358,208
1,398,954
3.0%
6600
Central Support
89,285
91,438
94,181
3.0%
6900
Employee Benefits
757,445
757,445
780,168
3.0%
6930
Staff Development*
-
130,529
130,529
6000
SUPPORT SERVICES
4,766,171
4,513,772
4,738,569
5.0%
7100
Community Services
24,703
27,294
28,113
3.0%
State
Textbooks
354,532
396,048
410,828
3.7%
TOTAL
$ 29,778,075
$ 32,916,853
$ 35,477,939
7.8%
* State 1999 -00 Budget information is estimated at this time. The summary shown is a
planning allotment and an adjustment will be made after the tenth day of school.
* * Staff development was made a separate category for the 1998 -99 school year
* ** Appendix E contains explanations of expense categories.
2 -11
`s
Summary of Changes
State Fund
For 1999 -00
* Fifteen new Teacher positions from the State allotment
* Three new LEP positions from state allotment
* One new Teacher Assistant position from the State allotment
* State pay increases have been estimated in the Budget
2 -12
Federal Fund Budget Summary
SUMMARY BY PURPOSE COD
* Federal 1999 -00 Budget information is estimated at this time. The Federal allocation is dependent
on approved federal grants which are submitted and revised throughout the year.
** Staff development was made a separate category for the 1998 -99 school year
* ** Appendix E contains explanations of expense categories.
2 -13
1997 -98
1998 -99
1999 -00
ACTUAL
BUDGET
PROPOSED
CHANGE
Revenue
$ 1,244,275
$ 2,118,706
$2,118,706
0.0%
Expenditures"'
INSTRUCTIONAL
5100 Regular
$ 15,305
$ 67,837
$ 67,837
5200 Special
787,895
695,226
695,226
5400 Co- Curricular
-
-
-
5600 Innovative Programs
-
-
-
5800 Pupil Support .
-
421,659
421,659
5910 Employee Benefits
171,500
230,873
230,873
5930 Staff Development
-
255,877
255,877
5000 INSTRUCTIONAL SERVICE
974,700
1,671,472
1,671,472
0.0%
SUPPORT SERVICES
6200 Instructional Staff
190,950
- 61,190
61,190
6300 Administrative Staff
-
8,630
8,630
6400 School Admin.
-
-
-
6500 Business Support
-
-
-
6600 Central Support
-
47,600
47,600
6900 Other Support
3,095
10,436
10,436
6930 Staff Development
-
108,246
108,246
0.0%
6000 SUPPORT SERVICES
194,045
236,102
236,102
0.0%
7100 Community Services
-
-
-
OTHER
75,530
211,132
211,132
0.0%
TOTAL
$ 1,244,275
$ 2,118,706
$2,118,706
0.0%
* Federal 1999 -00 Budget information is estimated at this time. The Federal allocation is dependent
on approved federal grants which are submitted and revised throughout the year.
** Staff development was made a separate category for the 1998 -99 school year
* ** Appendix E contains explanations of expense categories.
2 -13
Summary of Changes
Federal Fund Budget
For 1999 -00
At this time, no changes are anticipated.
2 -lei
V
Position Budget Summary
For the Local, State and Federal Funds
STATED IN FULL -TIME EQUIVALENT POSITIONS (FTE)
SUMMARY BY PURPOSE CODE`*
* State and Federal 1999+A4 -00 Budget information is estimated at this time.
* * Appendix E contains explanations of expense categories.
2 -15
LOCAL FUND
STATE FUND
FEDERAL FUND
TOTAL
TOTAL
1998 -99
1999 -00
1998 -99
1999 -00
1998 -99 1999 -00
1998 -99
1999 -00
CHG
INSTRUCTIONAL
5100 Regular
158.08
167.08
512.04
531.04
- -
670.12
698.12
28.00
5200 Special
128.75
144.25
56.83
56.83
18.50 18.50
204.08
219.58
15.50
5400 Co- Curricular
2.00
2.00
-
-
- -
2.00
2.00
-
5800 Pupil Support
33.61
44.51
45.16
45.16
10.60 10.60
89.37
100.27
10.90
5000 INSTRUCTIONAL SER
322.44
357.84
614.03
633.03
29.10 29.10
965.57
1,019.97
54.40
SUPPORT SERVICES
6200 Instructional Staff
26.82
28.49
14.00
14.00
- -
40.82
42.49
1.67
6300 Administrative Staff
2.00
2.00
1.00
1.00
- -
3.00
3.00
-
6400 School Admin.
25.67
28.17
45.28
46.78
- -
70.95
74.95
4.00
6500 Business Support
94.92
105.92
83.08
83.08
- -
178.00
189.00
11.00
6600 Central Support
12.25
12.25
-
-
- -
12.25
12.25
-
6000 SUPPORT SERVICES
161.66
176.83
143.36
144.86
- -
305.02
321.69
16.67
7100 Community Services
0.25
0.25
0.50
0.50
- -
0.75
0.75
-
TOTAL
484.35
534.92
757.89
778.39
29.10 29.10
1,271.34
1,342.41
71.07
* State and Federal 1999+A4 -00 Budget information is estimated at this time.
* * Appendix E contains explanations of expense categories.
2 -15
Summary of Changes
Position Budget
For 1999 -00
Change in State Fund Budget
INCR/ (DECR)
• New Classroom Teacher positions (growth in student population)
15.00
• One Teacher Assistant for grades K -3
1.00
• Additional Principal for Mary Scroggs Elementary School
1.00
• Additional one -half Assistant Principal for Mary Scroggs Elementary School
0.50
• Three ESL (English as a Second Language) Teacher positions (LEP request)
3.00
TOTAL ADDITIONAL STATE POSITIONS
20.50
Change in Local Fund Budget
• One ESL (English as a Second Language) Teacher position (LEP request)
1.00
• One system level class Preschool Autistic Teacher
1.00
• One -half School Psychologist position
0.50
• Two Special Education Resource Teacher positions
2.00
• One -half Special Education Inclusion Assistant positions
0.50
• Five Technology Technicians
5.00
10.00
OPENING NEW SCHOOLS
* Three district maintenance staff
3.00
EAST CHAPEL HILL HIGH ADDITIONS
* One Assistant Principal
1.00
* One -half Media Specialist
0.50
* Two Clerical positions
2.00
* One -half Theater Manager/Technician
0.50
* Three Custodians
3.00
MARY SCROGGS ELEMENTARY SCHOOL
* Ten Teacher support positions
10.00
* Change in use of positions at Scroggs
(2.00)
* One and one -half Special Education positions
1.50
• One Preschool Teacher (supported by tuition)
1.00
• Two Clerical positions
2.00
• One -half Media Assistant and One -half Technician position
1.07
• Three and one -half Teacher Assistants (Exceptional Educ. and Preschool)
3.50
• Five Custodians
5.00
* One new elementary school Principal position added in 1998 -99
(1.00)
* One new elementary school Assistant Principal position added in 1998 -99
(0.50)
* One new elementary school Technology Specialist and Media positions
(1.00)
29.57
PREP ACADEMY
* Six Teacher positions and One Family Specilist position 7.00
* Four Teacher Assistant/Tutor positions 4.00
11.00
TOTAL ADDITIONAL LOCAL POSITIONS 50.57
,TOTAL NEW POSITIONS 71.07
2 -16
Local Recurring Capital Outlay Budget
CATEGORY I PROJECTS
Abatement Projects
Site Development
Renovations
Floor Covering Replacement
Roof Replacements
Roof Repairs
TOTAL CATEGORY I PROJECTS
CATEGORY II PROJECTS
Furniture and Equipment
Technology Equipment
New /Relocated Classroom Furnishings
Copier Equipment
Child Nutrition Equipment
Custodial Equipment
Administrative Equipment
Print Shop Equipment
Cafeteria Furniture
Equipment
TOTAL CATEGORY II PROJECTS
CATEGORY III PROJECTS
District Vehicles
Transportation Vehicles
TOTAL CATEGORY III PROJECTS
Contingency Fund
TOTAL RECURRING CAPITAL
1998 -1999
1999 -00
PERCENT
BUDGET
PROPOSED
CHANGE
CHANGE
$ 25,000
$ 25,000
-
0.0%
55,000
62,100
7,100
12.9%
174,000
181,300
7,300
4.2%
40,000
40,000
-
0.0%
200,000
190,750
(9,250)
-4.6%
70,000
90,000
20,000
28.6%
564,000
589,150
25,150
4.5%
150,000
160,000
10,000
6.7%
60,000
60,000
-
0.0%
20,000
20,000
-
0.0%
'60,000
65,000
5,000
8.3/0
30,000
30,000
-
0.0%
10,000
10,000
-
0.0%
66,500
80,657
14,157
21.3%
5,000
7,500
2,500
50.0%
5,000
7,500
2,500
50.0%
12,500
12,500
-
0.0%
419,000
453,157
34,157
8.2%
26,000
26,000
-
0.0%
85,000
88,850
3,850
4.5%
111,000
114,850
3,850
3.5%
29,000
20,000
(9,000)
-31.0%
OUTLAY PROPOSED BUDGET $ 1,123,000 $ 1,177,157 $ 54,157
OTHER CAPITAL
CELLULAR TOWER LEASE CAPITAL FUNDS
Culbreth Middle School Upgrades $157,000
2 -17
4_8%
Summary of Changes
Local Recurring Capital Outlay Budget
For 1999 -00
Cellular Tower Lease revenue has been added as an additional
source of capital funding and will be used for Culbreth Middle
School upgrades in 1999 -00.
Other changes are as noted.
2 -18
L
Child Nutrition Fund Budget Summary
$ 1,735,548 $ 1,730,645 $ 1,878,000 9.5%
OPERATING EXPENSES
Food
1997 -98
1998 -99
1999 -00
657,645
$
ACTUAL
BUDGET
PROPOSED
CHANGE
991,030
REVENUE
1,009,000
7.5%
Supplies
Sales of meals and supplemental sales
$ 906,370
$ 865,000
$ 940,000
8.7%
Federal reimbursements
506,791
498,000
545,000
9.4%
Catering and miscellaneous
276,371
329,645
345,000
4.7%
Summer Program
46,016
38,000
48,000
26.3%
$ 1,735,548 $ 1,730,645 $ 1,878,000 9.5%
OPERATING EXPENSES
Food
$
634,552
$
657,645
$
725,000
10.2%
Salaries, wages and benefits
991,030
939,000
1,009,000
7.5%
Supplies
61,012
58,393
61,300
5.0%
Miscellaneous
119,042
138,000
144,900
5.0%
Depreciation
-
3,000
-
- 100.0%
TOTAL OPERATING EXPENSES
$
1,805,636
$
1,796,038
$
1,940,200
8.0%
Profit (Loss) Before State support and
Marriott Guarantee
$
(70,088)
$
(65,393)
$
(62,200)
Marriott Guarantee
11,180
4,569
0
- 100.0%
Director Support from other funds
58,908
60,824
62,648
3.0%
NET PROFIT (LOSS)
$
-
$
-
$
448
2 -19
Summary of Changes
Child Nutrition Services Fund
For 1999 -00
Changes -in Revenue
* Increase in participation
* Anticipated rate increase
Changes in Expenses
* Increase in wages as mandated by the State
* Addition of kitchen staff at Mary Scroggs Elementary School
* Increase in food and supply costs
2 -20
w
Community Schools Fund Budget Summary
1997 -98 1998 -99 1999 -00 Percent
ACTUAL BUDGET PROPOSED - Chanae
REVENUE
After- school program
$ 875,675
$ 893,765
$ 956,125
7.0%
Summer Camp
146,030
156,200
202,900
29.9%
Summer Youth Enrichment
51,475
52,000
46,000
-11.5%
District tuition assistance
11,761
11,588
11,761
1.5%
Facility rental
96,714
75,000
90,000
20.0%
Fund Balance Appropriated
-
91,000
93,018
2.2%
Total Revenue
$1,181,655
$1,279,553
$1,399,804
9.4%
OPERATING EXPENSES
Salaries, wages and benefits
$ 908,351
$1,008,141
$1,071,755
6.31/0
Supplies
59,301
61,673
92,770
50.4%
Food
73,134
74,090
80,008
8.0%
Purchased services/activities
108,526
135,649
155,271
14.5%
Total Expenses
$1,149,312
$1,279,553
$1,399,804
9.4%
Net Profit (Loss)
$ 32,343
$ -
$ -
After - school program enrollment
715
730
780
6.8%
2 -21
l7
Summary of Changes
Community Schools Fund
As Compared to 1997 -98
Changes in Revenue
* Increased participation
Changes in Expenses
* Increases in general costs: food, salaries, space sharing, supplies and
equipment
2 -22
Capital Investment
Plan
1999 -2009
CHAPEL HILL - CARRSORO CITY SCHOOLS March 4,1999
CAPITAL INVESTMENT PLAN 1999 - 2009
PRIOR Year 1
Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 TEN YEAR PROJECT
enn, no )m,2 m -3nno nA gnne_nr 2nna -na 3nm-A7 gnn7_nA 7nnA_no TnTAI 70TAI
rf{VJGIiI 111 Lt
ADA Requirements
•.-. .. ...
138,150
.��� �-
25,000
_ -__ _.
25,000
-__ - _-
25,000
25,000
13,068,817 1
3,364,001
3,700,021
4, 104,782 1
4,359,543 1
4,679,740
100,000
238,150
Athletic Facilities
334,000
785,000
168,387
1,563,464
1,190,000
2,753,464
50,000
1,821,817
1,237,000
3,058,817
181,948
311,696
2,693,782
1,311,000
4,004,782
3,022,323
1,337,220
4,359,543
3,315,470
1,364,000
4,679,740
1,517,031
1.851,031
Energy Efficiency Improvements
-
125,000
245,753
390,000
280,000
147,592
45,386,950
1.188,345
1,188,345
Fire /Safety /Security
21,800
152,600
81,750
234,350
256.150
Mechanical Systems
720,490
275,000
375,000
110,000
464,079
1,396,525
283,141
2,903,745
3.624,235
Mobile Classrooms
78,480
125,000
1
125,000
203,480
Paving /Parking Lots
264,690
375,000
224,900
96,679
265,000
150,000
307,389
1,418,968
1.683,658
Planning for Future Projects
808,146
50,000
81,601
131,601
939,747
Roofing
354,563
230,000
354,063
290,763
262,619
418,971
641,800
329,000
2,527,216
2.881,779
Technology
4,282,502
750,000
800,000
900,000
900.000
1,000,000
1,000,000
1,200,000
1,200,000
1,300,000
1,300.000
10,350,000
14,632,502
RENOVATION PROJECTS:
CHHS Cultural Ads Building
988,882
40,000
40,000
1,028,882
CHHS: Doors, Major Renovation
75,000
46,200
1,885,252
2,098,318
4,104,770
4,104,770
Culbreth: Labs, Gym, Auditorium
100.0 00
500.000
1,689,870
2,289,870
2,289,870
Ephesus Multi- Purpose Room
67,305
67,305
XVALUE!
Estes Hills: Major Renovation
1,500,000
-
1,500,000
Glenwood: Major Renovation
500,000
1,000,000
45,000
1.045,000
1,545,000
Phillips: Labs, Doors, Lockers
140,000
1,689,870
1,829,870
XVAI.UE!
Transportation Center Expansion
375,000
375,000
375,000
Carrboro %FPG1Ephesus%Seawe111LinCtr
1,036,287
1,028,175
1,917,053
961,225
4,942,740
4,942,740
Recurring Capital
j
179,436
179,436
Reserve for Future Projects
25,0001
25,000
TOTAL
10,196,139 1
3,664,905
12,844,953 1
2,753,464
12,760,585
13,068,817 1
3,364,001
3,700,021
4, 104,782 1
4,359,543 1
4,679,740
35,190,811
#VALUEI
COUNTY SALES TAX
BUDGETED IMPACT FEES
BOND REVENUES
SAVINGS ON CONSTRUCTION BID
TOTAL FUNDS AVAILABLE
7,196,139
2,250,000
750.000
10,196,139
1,914,905
750,000
1,000.000
3,664,905
1,677,953
1,167,000
2,844,953
1,563,464
1,190,000
2,753,464
1,547,585
1,213,000
2,760,585
1,821,817
1,237,000
3,058,817
2,104,001
1,260,000
3,364,001
2,415,021
1,285,000
3,700,021
2,693,782
1,311,000
4,004,782
3,022,323
1,337,220
4,359,543
3,315,470
1,364,000
4,679,740
22,076.321
29.272,460
11,364,220
11,364,220
750,000
3,000,000
1,000.000
1.750,000
35,190,811
45,386,950
Page 1
PRIOR Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 TEN YEAR PROJECT
PROJECT.TITLE YEARS 1999 -00 2000 -01 2001 -02 2002 -03 2003 -04 2004 -05 2005 -06 2006 -07 2007 -08 2008 -09 TOTAL. TOTAL.
ODA'ECTC FUNDED DIRECTLY RY ORANGE COUNTY. STATE BOND AND IMPACT FEES USED BY OC
Scroggs Elementary Building Funds
13,350,000
(250,000)
(250,000)
13,100,000
East CH High Addition State Bond
10,995,840
-
10,995,840
East CH High Addition Impact Fees
804,160
804.160
East CH High Addition Bond
3,000,000
(750,000)
(750,000)
2,250,000
Smith Middle School Building Funds
5,300,000
11,400,000
3,100,000
14,500,000
19,800,000
TOTAL
33,450,000
10,400,000
3,100,000
-
-
-
-
13,500,000
46,950,000
Abatement Projects
98,785
98.785
CHHS Phase II
1,645,659
-
1,645,659
East Chapel Hill High School 1996
22,777,208
22,777.208
Ephesus Restrooms
75,000
-
75,000
Glenwood Media Center Renovation
100,000
100.000
McDougle Elementary School
11,790,904
11.790.904
Phillips: Auditorium
200,000
200.000
Renovations /Site Im r prior to 1997-
1,236,121
1.236.121
Seawall HVAC
244,747
244.747
TOTAL PROJECT CLOSINGS 38,168,424
38,168,424
Page 2