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HomeMy WebLinkAboutAgenda - 04-24-2018 Attachment A. Orange County Schools Board of Education FY2018-19 Budget Request and CIPOrange County Schools Board of Education FY 2019 Approved Budget AGENDA ITEM # 1 ATTACHMENT A Table of Contents Introductory Section Board of Education 1 Board’s Strategic Plan 2 Message from Superintendent and Board Chair 3 FY2019 Budget Calendar 5 Organizational Chart 6 Revenues and Expenditures FY2019 Summary of Revenue Sources and Expenditure Uses 8 FY2019 Continuation & Expansion Budget Request 9 State Fund Summary of Changes 10 Federal Fund Revenue Projections 11 Local Fund Revenue Projections 12 Local Fund Revenue History 13 Local Fund Expense/Budget Summary 14 Fund Balance Governmental Funds (Fund Balances) 17 Child Nutrition Services FY2019 Final Approved Budget 19 School Community Relations FY2019 Final Approved Budget 22 Capital Investment Plan FY2019-2023 Capital Investment Plan 30 Budget Supporting Documentation Business Cases 36 Supplemental Information Average Daily Membership 39 School Building Data 40 Purpose Code Glossary 41 AGENDA ITEM # 1 ATTACHMENT A page 1 Board of Education The Orange County Board of Education is the local governing board of the Orange County Schools system. The Orange County Board of Education consists of a seven member board, elected to serve four-year, staggered terms. One of the primary functions of the board is to set policy for the district. The district’s policies are then imple- mented by the Superintendent and the administrative staff. In addition to setting policy for the district, the Board is responsible for adopting and presenting a proposed budget each year. The proposed budget is submitted to the Or- ange County Board of Commissioners. The budget includes the request for local funding, and it includes plans for the expenditure of state and federal funds. The Orange County Board of Education does not have taxing authority. Dr. Stephen Halkiotis Chair stephen.halkiotis@orange.k12.nc.us Tony McKnight Vice-Chair tony.mcknight@orange.k12.nc.us Donna Coffey donna.coffey@orange.k12.nc.us Tom Carr tom.carr@orange.k12.nc.us Michael Hood michael.hood@orange.k12.nc.us Matthew Roberts matthew.roberts@orange.k12.nc.us Brenda Stephens brenda.stephens@orange.k12.nc.us AGENDA ITEM # 1 ATTACHMENT A page 2 Board’s Strategic Plan Our Vision We will provide a public school system that prepares all students to be creative, constructive thinkers who become healthy, productive and responsible members of our community and the world. Our Mission We will provide learning opportunities that develop resourceful citizens prepared to engage in an ever changing and diverse world. Strategic Plan Orange County Schools will be the First Choice For Families... 1. through the provision of engaging learning opportunities for all students to prepare them for citizenship, higher education, and careers. 2. through consistent and effective engagement with our diverse community. 3. through retaining, recruiting and developing a diverse professional team accountable for the learning opportunities for all students. 4. through the provision of safe and sustainable operations for all students. 5. through the accountable, equitable and transparent management of human and financial resources. AGENDA ITEM # 1 ATTACHMENT A page 3 Orange County Schools 200 East King Street, Hillsborough, NC 27278 Phone: 919-732-8126 | Fax: 919-732-8120 | todd.wirt@orange.k12.nc.us www.orangecountyfirst.com Dr. Todd Wirt, Superintendent April, 2018 In my third budget presentation as the Superintendent of Orange County Schools, we find ourselves facing unique challenges to our school system. We currently are experiencing a decline in enrollment, and are on the verge of significant residential growth in our community. We also find ourselves facing continued state mandates that must be met. Under the leadership of our Board of Education we have continued to improve academic achievement through the implementation of a new pre-K to eighth grade literacy framework and a renewed commitment to a deeper implementation of our 1:1 laptop program. We have a renewed focus on equity in our school system and have taken significant steps to improving outcomes and opportunities:  Provide Universal Free Breakfast for all kindergarten through fifth grade students  Implemented Restorative Justice in several schools with a long-term plan for implementation in all 13 schools  Developed a new Academically or Intellectually Gifted (AIG) plan that created additional pathways for identification of students and a K-1 talent nurturing program aimed at identifying talent at an early age to create more diversity in our gifted program  Implemented a new math placement process for middle school also aimed at providing more opportunities for students to take advanced level math  Diversified staff recruitment efforts including a grow your own initiative aimed at creating a more diverse workforce that is representative of our community  Implementing a dual-language program at New Hope Elementary to serve the diverse population and to create globally minded students  Implemented poverty band funding allocation to Title 1 schools to ensure the funding is matched to need in our schools Orange County Commissioners have and continue to be responsive to our educational needs, but we face new mandates from the state and possible changes at the federal level with regards to funding. The mission of the Orange County Schools is to provide learning opportunities that develop resourceful citizens prepared to engage in an ever changing and diverse world. As we work to realize this mission, we should celebrate our accomplishments:  12 out of 13 schools met or exceeded growth as measured by EVAAS (Education Value Added Assessment System)  91.8% of our teachers met or exceeded growth as measured by EVAAS  District Performance Composite grew by 1.2%  6,744 breakfasts, 11,133 lunches and 211 snacks served through our summer food service program continued AGENDA ITEM # 1 ATTACHMENT A page 4  Summer offerings expanded to include full day Read to Achieve Camp, Culinary Camp, and STEM Camp, among others  Self-funded dental program began with the goal of continuing to reduce out of pocket spending to our employees  Leadership Development ongoing that is resulting in the promoting of internal candidates into higher level leadership positions  Fire Tech Academy implemented at Orange High School and a Criminal Justice Academy at Cedar Ridge High School in partnership with local agencies These accomplishments occurred through the outstanding leadership of the Board of Education and the continued local support from the Board of County Commissioners and the community at large. We recognize and appreciate the additional funding that we received from the Board of County Commissioners last fiscal year, however based on increased mandates from the state one- time funding will not prove to be sufficient or sustainable for our system. The budget proposal before you does not include expansion items such as new positions or programs. It is a pure continuation budget that is aimed at meeting the following challenges:  Reduced enrollment due to additional students attending charter schools and a loss of state teacher funding  Mandatory state salary and benefit increases  Addition of the universal breakfast pilot program permanently into continuation  Phase in of the mandatory K-3 class size legislation  Local expectations Our staff has worked closely with the Board of Education since August of 2017 in preparation of what we knew would be a challenging budget time. We believe that our budget request of $35,396,291 is strictly need-based and is reflective of our desire to continue our present level of service for the student families served by the Orange County Schools. Sincerely, Dr. Todd Wirt Superintendent AGENDA ITEM # 1 ATTACHMENT A page 5 Budget Calendar Fiscal Year 2018-2019 OCS – Board Presentation December 11, 2017 OCS Board of Education presentation of Fis- cal Year 2018-23 Capital Investment Plan OCS – Board Approval January 8, 2018 OCS Board of Education approval of Fiscal Year 2018-23 Capital Investment Plan OCS – Approved Capital Investment Plan to County Late January – Early February, 2018 Approved Capital Investment Plan due to County Commissioners OCS – Budget Recommendation March 26, 2018 Formal presentation made to Board of Ed- ucation by the Superintendent on “Budget Recommendations” OCS – Budget Consideration (Public Hearing) March 26, 2018 Public Hearing – Capital Investment Plan And Local Current Expense Budget BOCC – Capital Investment Plan April 3, 2018 County Manager presents 2018-2023 Recom- mended Capital Investment Plan to Board of County Commissioners – Regular Work Session (Richard Whitted Meeting Facility) OCS – Board Approval April 16, 2018 Board of Education Adopts Local Current Expense Budget OCS – Budget Distribution April 18, 2018 Budget due to County Commissioners From Orange County Schools BOCC – Work Session April 24, 2018 Boards of Education Fiscal Year 2018-19 Budget Presentations to BOCC – Joint Work Session (Southern Human Services Center) BOCC – County Manager Presents May 1, 2018 County Manager presents Fiscal Year 2018-19 Annual Operating Budget to Board of County Commissioners (Richard Whitted Meeting Facility) BOCC – Budget Consideration May 10, 2018 Public Hearing – Orange County Budget and Capital Investment Plan Public Hearings (Richard Whitted Meeting Facility) BOCC – Budget Consideration May 17, 2018 Public Hearing – Orange County Budget and Capital Investment Plan Public Hearings (South- ern Human Services Center) BOCC – Work Sessions: Discussion of School Budgets @ one session May 24, 2018 May 31, 2018 June 7, 2018 June 12, 2018 Board of County Commissioners Participates in Board of Education Budget Work Session (@ one of these meetings (TBD) BOCC – County Commissioners Adoption of Budget June 19, 2018 Board of County Commissioners adopts Fiscal Year 2018-19 Annual Operating Budget and 2018-23 Capital Investment Plan (Southern Hu- man Services Center) OCS – Continuation Budget Approval June 25, 2018 Board of Education adopts Continuation Budget AGENDA ITEM # 1 ATTACHMENT A page 6 Superintendent’s Office Dr. H. Todd Wirt, Superintendent Pam Jones, Deputy Superintendent Curriculum and Instruction Michele Woodson, Chief Academic Officer, MTSS Jason Johnson, Executive Director of Schools Elementary Instruction/Federal Programs Connie Crimmins, Director, Exceptional Children Sherita Cobb, Director, Student Support Director Patricia Harris, College and Career Readiness Director Andrew Wiener, Testing & Accountability Operations Patrick Abele, Chief Operations Officer Roger Ivey, Director, Maintenance Sara Pitts, Director, Environmental Health & Safety Valerie Green, Director, Child Nutrition Services Director Errin Bryant, Director, Transportation Finance Rhonda Rath, Chief Finance Officer Human Resources Teresa Cunningham-Brown, Chief Human Resources Officer Information Technology Todd Jones, Chief Technology Officer Communications Seth Stephens, Chief Communications Officer Richard Lewis, Coordinator, School Community Relations Central Services Lead Administrators AGENDA ITEM # 1 ATTACHMENT A page 7page 7 FY 2019 Approved Budget Revenues and Expenditures AGENDA ITEM # 1 ATTACHMENT A page 8 51%45% 4% State Local Federal 60%23% 9% 4%1%3% Salaries Benefits Purchased Services Supplies/Materials Furniture/Equipment Other FY 2019 FUNDING SOURCES FY 2019 FUNDING USES AGENDA ITEM # 1 ATTACHMENT A page 9 FY18 FY19 DIFF PROJECTED ENROLLMENT 7,544 7,345 (199) CHARTER SCHOOL Funded 617 769 152 less out of district county estimate 89 89 - TOTAL STUDENT BILLING BASE 8,072 8,025 (47) Revenue at FY 2018 per pupil (3,991)32,215,326$ 32,027,775$ (187,551) County Appropriation 32,215,326 32,027,775 (187,551) 1x County Funding 837,900 - (837,900) Fines & Forfeitures 220,000 220,000 - Interest 7,000 7,000 - Total Local Revenue 33,280,226$ 32,254,775$ (1,025,451) Fund Balance Appropriations 2,555,042 - Local Budget 33,280,226 33,280,226 (1) Continuation Universal Breakfast 100,000 (2) Loss of State Teacher Funding - 362,500 (3) State Mandated Increases - 1,200,000 (4) Total Continuation Budget 35,835,268$ 34,942,726 Estimated Continuation Shortfall - (2,687,951)$ $ 334 Per Pupil Increase Charter School Growth 215,514 (5) HB 90 Class Size Mandate - 217,500 (6) Living Wage 60,000 Grand Total Shortfall - (3,180,965)$ $ 396 Per Pupil Increase FY2019 Fund Balance Appropriations Elementary Schools Environmental Enhancements 175,000 Technology Operating Budget 100,000 Corporate Drive Up Fit 500,000 (7) Student Assignment 41,000 (8) Safety/Security 240,000 (9) Total Fund Balance Apropriation 1,056,000 Notes (1) Includes 10% reduction taken in FY2018 (2) Previous Fund Balance Appropriation (3) ADM reduction constitutes loss of 5 state funded positions (4) Avg 6.9% certified increase; 1,000 classified increase; Retirement =18.44%; Hospitalization = 6,104 (5) Projected growth 54 over March actual. (769 less 823) (6) 3 additional teachers (7) Reappropriation of FY2018 approved fund balance appropriation (8) Remaining Balance of FY2018 approved fund balance appropriation Additional Continuation budget to fund mandates and expectations 2018 - 2019 CONTINUATION/EXPANSION BUDGET REQUEST ORANGE COUNTY SCHOOLS2018 - 2019 Continuation/Expansion Budget Request AGENDA ITEM # 1 ATTACHMENT A page 10 Summary of Changes State Allotment • The State FY2019 enrollment projection for the district is 7,345; a 199 student decrease from the 2017-18 pro- jection. • Teachers and Instructional Support are projected to receive an average 6.9% increase. • Non-certified and central office staff are projected to receive a $1,000 annual salary increase. • Principal salary schedule based on average daily membership (ADM) in combination with school growth. • Assistant Principal salary schedule tied to the Teacher “A” schedule. • State Retirement rate projected at 18.44%. • The employer health insurance match rate is projected to increase from an annual average of $5,869 to an annu- al cost of $6,104. AGENDA ITEM # 1 ATTACHMENT A page 11 2016-20172016-20172017-20182017-20182018-20192018-2019 Budget Actual Budget Estimate Supt Recom Board Appvd. Federal Revenue 3,777,661$ 3,596,661$ 3,597,132$ 3,297,258$ 3,837,258$ 3,837,258$ * No Federal Planning Allotments have been received to date. The amounts indicated are only estimates 2017-18 Carryover Projected Projected 2018-2019 Federal Grant Allotments Allotment Amount Total PRC 017 CTE-Program Improvement 75,380$ -$ 75,380 PRC 049 IDEA-VI-B - Preschool Handicapped 50,605 - 50,605 PRC 050 Title I - LEA Basic Program 1,430,549 100,000 1,530,549 PRC 053 Child Nutrition Equipment Grant 14,051 - 14,051 PRC 060 IDEA VI-B Handicapped 1,680,633 150,000 1,830,633 PRC 103 Title II - Improving Teacher Quality 176,141 - 176,141 PRC 104 Title III - Language Acquisition - State Grant 94,984 20,000 114,984 PRC 111 Title III - Language Acquisition - Significant Increase 2,144 2,144 PRC 114 Children W/Disabilities - Risk Pool 37,336 - 37,336 PRC 118 IDEA VI-B Targeted Assistance for Special Needs 3,895 3,895 PRC 119 IDEA - Targeted Assistance for Preschool 1,540 1,540 Total 3,567,258$ 270,000$ 3,837,258$ ORANGE COUNTY SCHOOLS 2018-2019 Federal Fund Revenue Projection 2018 - 2019 Federal Revenue Projection AGENDA ITEM # 1 ATTACHMENT A page 12 2016-20172016-20172017-20182017-20182018-20192018-2019 Projected Student Enrollment Budget Actual Budget Estimate Supt. Recom Board Appvd. State Projection of Students 7,551 7,551 7,544 7,544 7,345 7,345 Less: Out-of-County Tuition Paid 89 89 89 89 89 89 Existing Charter School Students 519 619 617 617 769 769 Total County Resident Students 7,981 8,081 8,072 8,072 8,025 8,025 County Appropriation 3,868 3,868 3,991 3,991 4,387 4,387 2016-20172016-20172017-20182017-20182018-20192018-2019 Local Revenues Budget Actual Budget Estimate Supt. Recom Board Appvd. County Appropriation 30,812,435 30,812,435 32,215,326 32,215,326 35,396,291 35,396,291 County Appropriation Health & Safety - - - - - - Special District Tax (CHCCS only)N/A N/A N/A N/A N/A N/A Prior Year Special District Tax N/A N/A N/A N/A N/A N/A One Time Discretionary Funding N/A N/A 837,900 837,900 - - ABC Revenue 32,000 30,000 30,000 30,000 30,000 30,000 Appropriated Fund Balance 1,657,115 811,469 1,763,791 1,763,791 275,000 275,000 Appropriated Fund Balance-Carryover 849,157 - 926,460 926,460 1,138,000 1,138,000 Burroughs Wellcome STEM Grant - 58,500 - - - - Fines and Forfeitures 220,000 265,052 220,000 220,000 220,000 220,000 Indirect Cost 128,000 142,783 128,000 128,000 128,000 128,000 Interest Income on Investments 10,000 24,597 7,000 7,000 7,000 7,000 Math/Science Partnership Grant 478 - - - - - Medicaid Reimbursement 783,274 340,730 591,237 591,237 200,000 200,000 Miscellaneous Revenue 251,754 352,337 427,632 427,632 216,000 216,000 National Pawn Band Grant 5,104 - 3,188 3,188 - - N.C. PreK 575,107 221,628 220,000 220,000 220,000 220,000 Nurses - County 972,000 935,715 972,000 972,000 972,000 972,000 Sales Tax Revenue 60,000 106,728 60,000 60,000 95,000 95,000 Tuition - PreK 28,666 15,320 51,986 51,986 42,000 42,000 Tuition - Regular School 192,413 198,158 87,571 87,571 80,000 80,000 Total Local Revenues 36,581,412 34,315,452 38,542,091 38,542,091 39,019,291 39,019,291 ORANGE COUNTY SCHOOLS 2018-2019 Local Current Expense Fund Revenue Projections $ 396 per pupil increase 2018 - 2019 Local Current Expense Fund Revenue Projections $396 per pupuil increase AGENDA ITEM # 1 ATTACHMENT A page 13 Per Pupil $ Increase FY 1991 $1,175 $118 FY 1992 $1,310 $135 FY 1993 $1,310 $0 FY 1994 *$1,363 $53 FY 1995 $1,451 $88 FY 1996 $1,571 $120 FY 1997 $1,782 $211 FY 1998 *$1,889 $107 FY 1999 $2,040 $151 FY 2000 $2,256 $216 FY 2001 $2,395 $139 FY 2002 *$2,437 $42 FY 2003 $2,516 $79 FY 2004 $2,566 $50 FY 2005 $2,623 $57 FY 2006 *$2,796 $173 FY 2007 $2,957 $161 FY 2008 $3,069 $112 FY 2009 $3,200 $131 FY 2010 *$3,096 -$104 FY 2011 $3,096 $0 FY 2012 $3,102 $6 FY 2013 $3,167 $65 FY 2014 $3,269 $102 FY 2015 $3,571 $302 FY 2016 $3,697.50 $126.50 FY 2017 $3,868 $170.50 FY 2018 (a)$3,991 $123.00 (a) One time discretionary funding of $2.1 million by ADM was allocated to the school systems: CHCCS = $1.3 million; OCS = $838 thousand *Re-evaluation year of property tax values County AppropriationYear Local Fund Revenue HistoryLocal Fund Revenue History AGENDA ITEM # 1 ATTACHMENT A page 14 INSTRUCTIONAL SERVICES 2016-20172016-20172017-20182017-20182018-20192018-2019 Budget Actual Budget Estimate Supt Recom Board Appvd. 5110 Regular Instructional 8,466,659$ 8,048,608$ 8,740,748$ 8,740,748$ 8,757,553$ 8,757,553$ 5111 Supplement - Tenured Teacher 1,093,095 1,061,828 1,168,467 1,168,467 1,170,713 1,170,713 5112 Cultural Arts 901,635 1,011,965 1,055,466 1,055,466 1,057,495 1,057,495 5113 Physical Education 845,463 721,178 844,189 844,189 845,812 845,812 5114 Foreign Language 100,274 115,695 126,380 126,380 126,623 126,623 5115 Technology - 653 - - - - 5120 CTE 6,963 6,647 6,947 6,947 6,961 6,961 5210 Children With Disabilities 2,440,361 1,559,322 2,137,793 2,137,793 2,141,903 2,141,903 5220 Special Populations CTE 359,742 9,354 341,187 341,187 341,843 341,843 5230 Pre-K Children With Disabilities 53,069 78,816 77,108 77,108 77,256 77,256 5240 Speech and Language 38,000 15 - - - - 5260 Academically/Intellectually Gifted 250,585 68,535 253,255 253,255 253,742 253,742 5270 Limited English Proficiency 209,213 211,763 278,129 278,129 278,664 278,664 5310 Alternative Instructional 32,503 34,496 41,451 41,451 41,531 41,531 5320 Attendance/Social Work 241,679 345,354 360,677 360,677 361,371 361,371 5330 Remedial and Supplemental 282,423 342,800 347,494 347,494 348,163 348,163 5340 Pre-K Services 579,073 506,549 504,619 504,619 505,589 505,589 5350 Extended Day/Year - - 217,980 217,980 218,399 218,399 5400 School Leadership 35,440 40,839 36,290 36,290 36,360 36,360 5401 School Principal 357,726 325,489 367,466 367,466 368,173 368,173 5402 School Assistant Principal 846,348 900,882 851,368 851,368 853,005 853,005 5403 School Treasurer 319,953 365,058 334,190 334,190 334,833 334,833 5404 School Clerical Support 365,421 380,017 380,571 380,571 381,302 381,302 5500 Co-Curricular 72,837 43,289 72,837 72,837 72,977 72,977 5501 Athletics 605,965 651,743 696,834 696,834 698,174 698,174 5502 Cultural Arts 132,547 116,323 130,631 130,631 130,882 130,882 5503 School Clubs/Student Organizations 7,034 5,369 7,034 7,034 7,048 7,048 5504 Before/After School Care 158,280 120,797 137,558 137,558 137,823 137,823 5810 Education Media 117,272 166,010 124,105 124,105 124,344 124,344 5820 Student Accounting 483,541 502,921 490,417 490,417 491,360 491,360 5830 Guidance 616,396 684,780 607,763 607,763 608,932 608,932 5840 Health Support 979,066 910,071 972,000 972,000 973,869 973,869 5850 Safety and Security 200,617 537,150 200,617 200,617 201,003 201,003 5860 Instructional Technology - - - - - - 5880 Parent Involvement 23,666 604 46,986 46,986 47,076 47,076 21,222,845$ 19,874,923$ 21,958,560$ 21,958,560$ 22,000,778$ 22,000,778$ SUPPORT SERVICES 6110 Regular Curricular Support 1,321,109$ 1,304,897$ 1,498,375$ 1,498,375$ 1,454,821$ 1,454,821$ 6113 Physical Education Support 6,281 3,801 - - - - 6120 CTE Curricular Support - 109,584 - - - - 6200 Special Population Support 168,954 174,751 166,156 166,156 166,475 166,475 6300 Alternative Programs 62 30,758 - - - - 6303 Remedial & Supplemental Svcs K-12 41,574 36,927 30,000 30,000 30,058 30,058 6400 Technology Support Service 492,953 509,409 265,084 265,084 265,594 265,594 6401 Technology Service 617,987 606,268 614,863 614,863 616,045 616,045 5000 Total Instructional Services ORANGE COUNTY SCHOOLS Local Fund Expense/Budget Summary Summary by Purpose Code Local Fund Expense/Budget Summary Summary by Purpose Code AGENDA ITEM # 1 ATTACHMENT A page 15 ORANGE COUNTY SCHOOLS Local Fund Expense/Budget Summary Summary by Purpose Code SUPPORT SERVICES (CONT.)2016-20172016-20172017-20182017-20182017-20182017-2018 Budget Actual Budget Estimate Supt RecomSupt Recom 6510 Communication 178,254$ 218,935$ 178,254$ 178,254$ 178,597$ 178,597$ 6520 Printing and Copying 264,396 294,111 266,233 266,233 266,744 266,744 6530 Public Utility and Energy 2,486,241 2,148,773 2,564,390 2,564,390 2,569,320 2,569,320 6540 Custodial/Housekeeping 997,579 995,120 1,103,005 1,103,005 1,105,126 1,105,126 6550 Transportation 826,958 840,019 820,579 820,579 822,157 822,157 6551 Non - Yellow Bus 8,250 17,801 4,165 4,165 4,173 4,173 6560 Warehouse and Delivery - 23,034 19,507 19,507 19,544 19,544 6570 Facility Planning, Acquisition & Construction - - 500,000 500,000 500,961 500,961 6580 Maintenance 2,190,337 1,870,571 2,240,004 2,240,004 2,244,310 2,244,310 6610 Financial 211,978 243,819 214,627 214,627 215,040 215,040 6613 Risk Management 385,716 347,656 377,460 377,460 378,186 378,186 6620 Human Resource 719,559 665,450 635,210 635,210 636,431 636,431 6621 Human Resource Management 11,300 11,797 14,800 14,800 14,828 14,828 6622 Recruitment 33,000 12,743 33,000 33,000 33,063 33,063 6623 Staff Development 5,000 7,917 5,000 5,000 5,010 5,010 6624 Salary & Benefits 1,000 81 1,000 1,000 1,002 1,002 6625 2015-16 Salary Study - - - - - - 6626 Job Fair - Tables and Chairs - - - - - - 6627 Additional Responsibility 53,500 32,798 39,302 39,302 39,378 39,378 6710 Student Testing 203,953 191,185 202,086 202,086 202,474 202,474 6840 Health Support 28 - - - - - 6850 Safety and Security 11,200 8,648 11,200 11,200 11,222 11,222 6910 Board of Education 674,363 120,024 672,325 672,325 673,617 673,617 6920 Legal 225,000 194,642 225,000 225,000 225,433 225,433 6930 Audit 51,000 49,169 51,000 51,000 51,098 51,098 6940 Leadership 327,227 255,628 332,761 332,761 333,401 333,401 6941 Office of the Superintendent 110,025 130,631 116,435 116,435 116,659 116,659 6942 Deputy, Associate, and Assistants 278,734 345,789 284,063 284,063 284,610 284,610 6950 Public Relations and Marketing 126,510 123,211 128,652 128,652 128,900 128,900 13,030,028$ 11,925,946$ 13,614,536$ 13,614,536$ 13,594,276$ 13,594,276$ OTHER SERVICES 7100 Community Service 6,449$ 6,302$ 6,332$ 6,332$ 6,344$ 6,344$ 7200 Nutrition Service 302,090 146,373 133,044 133,044 133,300 133,300 8100 Pay to Other Gov. Units/Charter Sch.2,020,000 2,361,909 2,829,619 2,829,619 3,284,593 3,284,593 2,328,539$ 2,514,584$ 2,968,995$ 2,968,995$ 3,424,237$ 3,424,237$ TOTAL LOCAL OPERATING EXPENSES 36,581,412$ 34,315,452$ 38,542,091$ 38,542,091$ 39,019,291$ 39,019,291$ Per Pupil Expenditures 3,868 3,868 3,991 3,991 4,387 4,387 7000/8000 Total Other Services 6000 Total Support Services Local Fund Expense/Budget Summary Summary by Purpose Code AGENDA ITEM # 1 ATTACHMENT A page 16 FY 2019 Approved Budget Fund Balance AGENDA ITEM # 1 ATTACHMENT A Table 4 ORANGE COUNTY BOARD OF EDUCATION Governmental Funds Fund Balances Last Ten Fiscal Years Year Ended June 30 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 General Fund: Reserved $ 338,976 $ 283,772 $ 42,261 $ $ $ $ $ $ $ Unreserved 1,388,852 2,473,105 3,376,690 - Restricted - - - 36,491 28,173 52,026 47,174 119,558 127,643 260,399 Assigned 170,582 2,850,000 3,263,999 2,666,206 - 2,604,067 2,555,042 Unassigned 4,875,245 4,207,417 2,543,699 2,498,886 5,321,833 1,930,624 1,283,855 Total General Fund $ 1,727,828 $ 2,756,877 $ 3,418,951 $ 5,082,318 $ 7,085,590 $ 5,859,724 $ 5,212,266 $ 5,441,391 $ 4,662,334 $ 4,099,296 All other governmental funds: Reserved $ 58,486 $ 328,176 $ 205,123 $ - $ - $ - $ - $ - $ - $ - Unreserved, reported in: Special Revenue Funds 381,979 376,204 589,139 Capital Projects Fund 2,336,345 621,911 762,277 - - - - - - - Restricted - - - 1,663,865 1,978,842 1,879,668 2,036,661 2,579,494 1,877,299 2,000,483 Assigned, reported in: Other Special Revenue Fund - - - - 45,660 208,537 269,281 784,989 1,043,483 1,413,961 Total all other governmental funds $ 2,776,810 $ 1,326,291 $ 1,556,539 $ 1,663,865 $ 2,024,502 $ 2,088,205 $ 2,305,942 $ 3,364,483 $ 2,920,782 $ 3,414,444 Source: Orange County Board of Education, North Carolina, Annual Financial Reports. Note: Fund balances for 2010 and before are not comparable to 2011 (and after) fund balances due to the implementation of GASB 54 for the year ended June 30, 2011. The standard replaces the previous reserved and unreserved fund balance categories with the following five fund balance classifications: nonspendable, restricted, committed, assigned, and unassigned fund balance. oa M a Page 62 TI O n CD M N �3 N M f" r C4 T N n � -i m DZ 0 Q = D mm z -i D� page 18 FY 2019 Approved Budget Child Nutrition Services AGENDA ITEM # 1 ATTACHMENT A page 19 2016/20172016/20172017/20182017/20182018/2019 REVENUES Budget Actual Budget Estimate Budget USDA- REGULAR 1,650,000$ 1,803,669 1,740,000$ 1,740,000$ 1,805,000$ SALES AND USE TAX REVENUE 1,000 871 1,000 1,000 1,000 USDA- SUMMER FEED 10,000 38,548 36,000 36,000 36,000 USDA- COMMODITIES 175,000 181,790 185,000 185,000 184,000 SALES- BREAKFAST FULL 33,000 115,123 70,000 70,000 115,000 SALES- LUNCH FULL 372,000 419,672 356,000 356,000 420,000 SALES- LUNCH REDUCED 17,000 15,970 10,000 10,000 16,000 SALES- SUPPLEMENTAL 393,000 225,582 260,000 260,000 260,000 SALES-OTHER VENDING MACHINES 25,000 11,588 12,000 12,000 8,000 CATERED BREAKFAST 3,000 5,003 4,000 4,000 6,000 CATERED- LUNCHES 2,500 5,674 1,500 1,500 6,000 SUPPERS AND BANQUETS 1,000 3,020 1,000 1,000 3,000 CATERED- SUPPLEMENTS 53,000 23,300 27,000 27,000 21,000 AFTERSCHOOL SNACKS-REDUCED - - 50 50 100 STATE REIM - REDUCED PRICE BREAKFAST 4,300 6,282 4,300 4,300 6,500 INTEREST EARNED ON INVESTMENT 1,000 - 500 500 - OTHER LOCAL OPERATING REVENUE 300 2,148 300 300 300 INDIRECT COST ALLOCATED - - - - - TRANSFER FROM LOCAL CURRENT 195,000 189,040 45,000 45,000 45,000 TOTAL REVENUES 2,936,100$ 3,047,280$ 2,753,650$ 2,753,650$ 2,932,900$ Orange County Schools Child Nutrition ServicesChild Nutrition Services AGENDA ITEM # 1 ATTACHMENT A page 20 2016/2017 2016/2017 2017/2018 2018/2019 2018/2019 EXPENDITURES Budget Actual Budget Estimate Budget SALARY- DIRECTOR 55,000$ 67,084$ 56,560$ 56,560$ 67,000$ SALARY- OFFICE PERSONNEL 56,650 49,508 60,000 60,000 55,000 SALARY- CN SUBSTITUTES 43,000 60,080 45,000 45,000 25,000 SALARY- FOOD SERVICE EMPLOYEE 589,000 500,582 545,000 545,000 587,100 SALARY- MANAGER 349,100 325,259 340,000 340,000 335,000 SUPPLEMENT - 8,721 - - - BONUS PAY 29,368 5,000 5,000 5,000 LONGEVITY 13,000 14,896 13,000 13,000 14,000 BONUS LEAVE PAYOFF 1,500 933 1,000 1,000 1,000 ANNUAL LEAVE 6,000 7,043 6,000 6,000 6,000 PAYMENT OF SHORT TERM DISABILITY-1sT 11,000 4,191 6,000 6,000 6,000 OVERTIME PAY 5,000 4,037 5,000 5,000 5,000 EMPLOYER'S SOCIAL SECURITY 75,000 75,896 77,000 77,000 78,600 EMPLOYER'S RETIREMENT 155,680 151,487 150,000 150,000 181,200 PENSION EXPENSE ADJUSTMENT - GASB 68 20,050 - - - EMPLOYER'S HOSPITAL 234,360 205,548 225,000 225,000 210,000 WORKERS COMPENSATION 60,000 35,703 60,000 60,000 60,000 UNEMPLOYMENT 1,000 59 1,000 1,000 1,000 OTHER INSURANCE COST 300 - 300 300 300 CONTRACTED SERVICES 11,500 5,627 10,000 10,000 10,000 WORKSHOP EXPENSE 1,500 521 2,500 2,500 2,500 ADVERTISING FEES 100 - 100 100 250 PRINTING & BINDING 2,000 4,793 2,000 2,000 600 CONTRACTED REPAIRS & MAINT.1,000 10 1,000 1,000 1,000 TRAVEL 8,800 8,040 8,800 8,800 9,400 POSTAGE 550 731 750 750 750 TELEPHONE - Mobile 700 636 700 700 900 MEMBERSHIP FEES AND DUES 300 - 300 300 300 BANK SERVICE CHARGES 814 500 500 500 SUPPLIES & MATERIALS 7,000 - 7,000 7,000 7,000 COMPUTER SOFTWARE AND SUPPLIES 10,000 13,302 11,000 11,000 11,000 REPAIR PARTS 500 - 700 700 700 FOOD PURCHASE 976,320 1,271,978 1,000,000 1,000,000 1,133,900 FOOD PROCESSING SUPPLIES 81,000 90,423 77,000 77,000 77,000 OTHER FOOD PURCHASES 7,000 6,731 7,000 7,000 7,000 PURCHASED NON-CAPITAL EQUIP 10,000 - 10,000 10,000 12,400 COMPUTER EQUIPMENT-INVENTORIED 2,400 - 2,400 2,400 1,500 PURCHASE OF EQUIPMENT-CAPITALIZED - - - - 10,000 DEPRECIATION 9,840 15,943 16,040 16,040 9,000 INDIRECT COST - - - TOTAL EXPENSES 2,786,100$ 2,979,995$ 2,753,650$ 2,753,650$ 2,932,900$ Orange County Schools Child Nutrition ServicesChild Nutrition Services AGENDA ITEM # 1 ATTACHMENT A page 21 FY 2019 Approved Budget School Community Relations AGENDA ITEM # 1 ATTACHMENT A page 22 2016-2017 2016-2017 2017-2018 2017-2018 2018-2019 SCHOOL COMMUNITY RELATIONS Budget Actual Budget Estimate Budget COORDINATOR SALARY 56,201$ 55,383$ 59,011$ 59,011$ 72,626$ COMMUINITY OUTREACH COORDINATOR - - - - 50,000 AFTER SCHOOL/CLERICAL SALARY 125,544 102,483 129,309 129,309 133,189 CONTRACTED SERVICES 2,000 1,797 2,000 2,000 2,000 WORKSHOP EXPENSES / ALLOWABLE TRAVEL 4,352 3,154 4,352 4,352 4,352 ADVERTISING COST 2,000 1,516 2,000 2,000 2,000 PRINTING & BINDING FEES 1,500 - 1,500 1,500 1,500 REPRODUCTION COST (copier)2,000 2,116 2,000 2,000 2,000 OTHER PROFESSIONAL & TECH SERVICES 600 - 600 600 600 CONTRACTED REPAIRS & MAINT. - EQUIPMENT 609 - 609 609 609 ELECTRICAL UTILITIES 3,200 2,911 3,200 3,200 3,200 TRAVEL 4,000 2,252 4,000 4,000 4,000 MEMBERSHIP & DUES 500 228 500 500 500 SUPPLIES/MATERIALS 2,000 3,620 2,000 2,000 2,000 COMPUTER/SOFTWARE & SUPPLIES 500 125 500 500 500 FURNITURE & EQUIPMENT - INVENTORIED 1,124 333 1,126 1,126 1,124 COMPUTER EQUIPMENT - INVENTORIED 1,000 - 1,000 1,000 1,000 PURCHASE OF EQUIPMENT CAPITALIZED 350 - 350 350 350 PURCHASE OF COMPUTER HARDWARE CAPITALIZED 1,000 - 1,000 1,000 1,000 Unemployment Charges 3,865 - 3,865 3,865 3,865 LONGEVITY 5,435 4,811 5,635 5,635 7,804 EMPLOYER'S SOCIAL SECURITY 13,904 11,402 14,406 14,406 19,582 EMPLOYER'S RETIREMENT 30,038 24,809 31,569 31,569 47,172 EMPLOYER'S HOSPITAL INSURANCE 22,636 16,977 23,708 23,708 30,520 School Community Relations 284,357$ 233,914$ 294,240$ 294,240$ 391,493$ Orange County Schools School Community RelationsSchool Community Relations AGENDA ITEM # 1 ATTACHMENT A page 23 Orange County Schools School Community Relations 2016-2017 2016-2017 2017-2018 2017-2018 2018-2019 AFTER SCHOOL PROGRAM Budget Actual Budget Estimate Budget ACTIVITY BUS DRIVERS SALARIES 300$ 68$ 300$ 300$ 300$ Bonus Pay - 736 800 800 800 Employer's Social Security 100 56 100 100 100 PENSION EXPENSE ADJUSTMENT - 13,980 CONTRACTED SERVICES 1,000 420 1,000 1,000 1,000 Staff Development - 300 550 550 550 Field Trips 1,100 1,733 3,000 3,000 3,000 Telephone (long distance)308 273 308 308 308 MOBILE COMMUNICATION COSTS 3,000 3,400 3,000 3,000 3,000 Employee Education Reimbursement (BSAC training)200 - 200 200 200 Bank Fees - 514 600 600 600 SUPPLIES/MATERIALS 1,500 1,511 1,500 1,500 1,500 FOOD PURCHASES 2,000 730 2,000 2,000 2,000 Non Capital Equipment - 3,798 2,600 2,600 2,600 COMPUTER EQUIPMENT - INVENTORIED 4,600 4,600 4,600 4,600 SUB-TOTAL:14,108$ 27,519$ 20,558$ 20,558$ 20,558$ CAMERON PARK AFTER SCHOOL PROGRAM AFTER SCHOOL SUB 4,000$ 9,204$ 5,000$ 5,000$ 5,000$ AFTER SCHOOL STAFF SALARIES 41,200 37,572 43,000 43,000 44,400 STAFF OVERTIME 9,000 7,177 10,000 10,000 10,000 EMPLOYEES SOCIAL SECURITY 4,146 3,983 4,146 4,146 4,146 EMPLOYEES RETIREMENT 8,989 7,184 8,989 8,989 8,989 EMPLOYERS HOSPITAL INSURANCE 7,300 6,111 8,000 8,000 8,000 WORKSHOP EXPENSES / ALLOWABLE TRAVEL 1,500 1,007 1,500 1,500 1,500 LOCAL TRAVEL 200 200 200 200 TUITION/SCHOLARSHIPS 750 750 750 750 SUPPLIES/MATERIALS 2,000 1,624 2,000 2,000 2,000 FOOD PURCHASES (SNACKS)7,000 5,579 7,000 7,000 7,000 FURNITURE & EQUIPMENT INVENTORIED 1,000 1,000 1,000 1,000 SUB-TOTAL:87,085$ 79,442$ 91,585$ 91,585$ 92,985$ CENTRAL ELEM AFTER SCHOOL PROGRAM AFTER SCHOOL SUB 4,000$ 7,519$ 5,000$ 5,000$ 5,000$ AFTER SCHOOL STAFF SALARIES 28,840 20,282 30,000 30,000 31,400 STAFF OVERTIME 2,000 1,230 2,000 2,000 2,000 EMPLOYEES SOCIAL SECURITY 2,665 2,112 2,665 2,665 2,665 EMPLOYEES RETIREMENT 5,763 1,440 5,763 5,763 5,763 EMPLOYERS HOSPITAL INSURANCE 3,200 1,381 3,200 3,200 3,200 WORKSHOP EXPENSES / ALLOWABLE TRAVEL 1,500 1,047 1,500 1,500 1,500 LOCAL TRAVEL 200 - 200 200 200 TUITION/SCHOLARSHIPS 750 - 750 750 750 SUPPLIES/MATERIALS 2,000 1,563 2,000 2,000 2,000 FOOD PURCHASES (SNACKS)1,000 37 1,000 1,000 1,000 FURNITURE & EQUIPMENT INVENTORIED 1,000 - 1,000 1,000 1,000 SUB-TOTAL:52,918$ 36,612$ 55,078$ 55,078$ 56,478$ School Community Relations AGENDA ITEM # 1 ATTACHMENT A page 24 Orange County Schools School Community Relations 2016-2017 2016-2017 2017-2018 2017-2018 2018-2019 EFLAND CHEEKS AFTER SCHOOL PROGRAM Budget Actual Budget Estimate Budget AFTER SCHOOL SUB 3,000$ 1,365$ 4,000$ 4,000$ 4,000$ AFTER SCHOOL STAFF SALARIES 37,000 25,521 42,000 42,000 43,400 STAFF OVERTIME 2,500 532 2,500 2,500 2,500 EMPLOYEES SOCIAL SECURITY 3,500 2,088 3,500 3,500 3,500 EMPLOYEES RETIREMENT 7,030 636 7,030 7,030 7,030 EMPLOYERS HOSPITAL INSURANCE 3,000 851 3,000 3,000 3,000 WORKSHOP EXPENSES / ALLOWABLE TRAVEL 1,500 131 1,500 1,500 1,500 LOCAL TRAVEL 200 - 200 200 200 TUITION/SCHOLARSHIPS 750 - 750 750 750 SUPPLIES/MATERIALS 2,000 1,487 2,000 2,000 2,000 FOOD PURCHASES (SNACKS)1,000 281 1,000 1,000 1,000 FURNITURE & EQUIPMENT INVENTORIED 1,000 - 1,000 1,000 1,000 SUB-TOTAL:62,480$ 32,893$ 68,480$ 68,480$ 69,880$ GRADY BROWN AFTER SCHOOL PROGRAM AFTER SCHOOL SUB 4,000$ 5,576$ 5,000$ 5,000$ 5,000$ AFTER SCHOOL STAFF SALARIES 36,050 24,959 43,000 43,000 44,400 STAFF OVERTIME 5,000 4,294 5,000 5,000 5,000 EMPLOYEES SOCIAL SECURITY 3,446 2,568 3,446 3,446 3,446 EMPLOYEES RETIREMENT 7,451 2,264 7,451 7,451 7,451 EMPLOYERS HOSPITAL INSURANCE 4,000 3,030 7,300 7,300 7,300 WORKSHOP EXPENSES / ALLOWABLE TRAVEL 1,500 302 1,500 1,500 1,500 LOCAL TRAVEL 200 - 200 200 200 TUITION/SCHOLARSHIPS 750 - 750 750 750 SUPPLIES/MATERIALS 2,000 1,862 2,000 2,000 2,000 FOOD PURCHASES (SNACKS)7,000 92 7,000 7,000 7,000 FURNITURE & EQUIPMENT INVENTORIED 1,000 605 1,000 1,000 1,000 SUB-TOTAL:72,398$ 45,552$ 83,647$ 83,647$ 85,047$ HILLSBOROUGH AFTER SCHOOL PROGRAM AFTER SCHOOL SUB 8,000$ 4,221$ 8,000$ 8,000$ 8,000$ AFTER SCHOOL STAFF SALARIES 74,000 66,503 76,000 76,000 77,400 STAFF OVERTIME 10,000 8,190 12,000 12,000 12,000 EMPLOYEES SOCIAL SECURITY 7,038 6,255 8,000 8,000 8,000 EMPLOYEES RETIREMENT 15,217 8,198 15,217 15,217 15,217 EMPLOYERS HOSPITAL INSURANCE 13,000 7,627 13,000 13,000 13,000 WORKSHOP EXPENSES / ALLOWABLE TRAVEL 1,500 - 1,500 1,500 1,500 LOCAL TRAVEL 200 - 200 200 200 TUITION/SCHOLARSHIPS 750 - 750 750 750 SUPPLIES/MATERIALS 3,000 2,645 3,000 3,000 3,000 FOOD PURCHASES (SNACKS)11,000 9,340 11,000 11,000 11,000 FURNITURE & EQUIPMENT INVENTORIED 1,000 - 1,000 1,000 1,000 SUB-TOTAL:144,705$ 112,978$ 149,667$ 149,667$ 151,067$ School Community Relations AGENDA ITEM # 1 ATTACHMENT A page 25 Orange County Schools School Community Relations 2016-2017 2016-2017 2017-2018 2017-2018 2018-2019 NEW HOPE ELEM AFTER SCHOOL PROGRAM Budget Actual Budget Estimate Budget AFTER SCHOOL SUB 3,000$ 1,149$ 3,000$ 3,000$ 3,000$ AFTER SCHOOL STAFF SALARIES 40,000 32,980 42,000 42,000 43,400 LONGEVITY PAY 123 STAFF OVERTIME 5,000 4,438 6,000 6,000 6,000 EMPLOYEES SOCIAL SECURITY 3,672 2,818 3,672 3,672 3,672 EMPLOYEES RETIREMENT 7,939 4,730 7,939 7,939 7,939 EMPLOYERS HOSPITAL INSURANCE 6,200 4,964 7,000 7,000 7,000 WORKSHOP EXPENSES / ALLOWABLE TRAVEL 1,500 1,158 1,500 1,500 1,500 LOCAL TRAVEL 200 - 200 200 200 TUITION/SCHOLARSHIPS 750 - 750 750 750 SUPPLIES/MATERIALS 2,000 939 2,000 2,000 2,000 FOOD PURCHASES (SNACKS)1,000 397 1,000 1,000 1,000 FURNITURE & EQUIPMENT INVENTORIED 1,000 - 1,000 1,000 1,000 SUB-TOTAL:72,261$ 53,696$ 76,061$ 76,061$ 77,461$ PATHWAYS AFTER SCHOOL PROGRAM AFTER SCHOOL SUB 4,000$ 3,516$ 4,000$ 4,000$ 4,000$ AFTER SCHOOL STAFF SALARIES 31,991 27,895 36,000 36,000 37,400 LONGEVITY PAY 500 69 700 700 700 STAFF OVERTIME 7,000 4,222 8,000 8,000 8,000 EMPLOYEES SOCIAL SECURITY 3,327 2,577 4,000 4,000 4,000 EMPLOYEES RETIREMENT 7,193 5,469 7,500 7,500 7,500 EMPLOYERS HOSPITAL INSURANCE 7,000 4,395 8,000 8,000 8,000 WORKSHOP EXPENSES / ALLOWABLE TRAVEL 1,500 1,519 1,500 1,500 1,500 LOCAL TRAVEL 200 - 200 200 200 TUITION/SCHOLARSHIPS 750 - 750 750 750 SUPPLIES/MATERIALS 2,000 1,055 2,000 2,000 2,000 FOOD PURCHASES (SNACKS)7,000 2,073 7,000 7,000 7,000 FURNITURE & EQUIPMENT INVENTORIED 1,000 - 1,000 1,000 1,000 SUB-TOTAL:73,461$ 52,790$ 80,650$ 80,650$ 82,050$ AFTERSCHOOL PROGRAM TOTAL 579,416$ 441,483$ 625,726$ 625,726$ 635,526$ School Community Relations AGENDA ITEM # 1 ATTACHMENT A page 26 Orange County Schools School Community Relations 2016-2017 2016-2017 2017-2018 2017-2018 2018-2019 SUMMERCAMP/INTERSESSIONS PROGRAMS Budget Actual Budget Estimate Budget SUMMER CAMP BUS DRIVERS SALARIES 1,500$ 1,405$ 1,500$ 1,500$ 1,500$ SUMMER CAMP STAFF SALARIES 2,500 179 2,500 2,500 2,500 SUMMER CAMP OVERTIME 500 8 500 500 500 EMPLOYER'S SOCIAL SECURITY 344 122 344 344 344 EMPLOYER'S RETIREMENT 744 31 800 800 800 EMPLOYER'S HOSPITALIZATION - 4 - - - CONTRACTED SERVICES - 510 - - - ADVERTISING 500 2,000 2,000 2,000 LOCAL TRAVEL 700 124 700 700 700 TRANSPORTATION COST- FIELD TRIPS/BUS COST 7,500 4,754 8,500 8,500 8,500 OTHER INSURANCE AND JUDGMENTS 4,500 2,132 5,000 5,000 5,000 SUPPLIES/MATERIALS 1,500 2,155 2,000 2,000 2,000 FOOD PURCHASES 1,267 1,163 1,500 1,500 1,500 SUB-TOTAL:21,556$ 12,588$ 25,344$ 25,344$ 25,344$ CAMERON PARK'S SUMMER CAMP SUMMER STAFF SALARIES -$ -$ 30,000$ 30,000$ 30,000$ OVERTIME - - 150 150 150 EMPLOYER'S SOCIAL SECURITY - - 2,300 2,300 2,300 EMPLOYER'S RETIREMENT - - 4,300 4,300 4,300 EMPLOYER'S HOSPITALIZATION - - 600 600 600 CONTRACTED SERVICES - - 1,500 1,500 1,500 TRANSPORTATION COST- FIELD TRIPS ADMISSION - - 3,000 3,000 3,000 SUPPLIES/MATERIALS - - 1,500 1,500 1,500 FOOD PURCHASES - - 1,500 1,500 1,500 SUB-TOTAL:-$ -$ 44,850$ 44,850$ 44,850$ CENTRAL'S SUMMER CAMP SUMMER STAFF SALARIES 25,000$ 22,467$ 30,000$ 30,000$ 30,000$ OVERTIME 150 95 150 150 150 EMPLOYER'S SOCIAL SECURITY 1,924 1,726 2,300 2,300 2,300 EMPLOYER'S RETIREMENT 4,160 1,789 4,300 4,300 4,300 EMPLOYER'S HOSPITALIZATION 600 600 600 600 CONTRACTED SERVICES 1,500 1,500 1,500 1,500 TRANSPORTATION COST- FIELD TRIPS ADMISSION 2,500 1,245 3,000 3,000 3,000 SUPPLIES/MATERIALS 1,500 1,058 1,500 1,500 1,500 FOOD PURCHASES 1,500 335 1,500 1,500 1,500 SUB-TOTAL:38,834$ 28,715$ 44,850$ 44,850$ 44,850$ School Community Relations AGENDA ITEM # 1 ATTACHMENT A page 27 Orange County Schools School Community Relations 2016-2017 2016-2017 2017-2018 2017-2018 2018-2019 PATHWAY'S SUMMER CAMP Budget Actual Budget Estimate Budget SUMMER STAFF SALARIES -$ 3,284$ 30,000$ 30,000$ 30,000$ OVERTIME - 66 150 150 150 EMPLOYER'S SOCIAL SECURITY - 256 2,300 2,300 2,300 EMPLOYER'S RETIREMENT - 407 4,300 4,300 4,300 EMPLOYER'S HOSPITALIZATION - - 600 600 600 CONTRACTED SERVICES - - 1,500 1,500 1,500 TRANSPORTATION COST- FIELD TRIPS ADMISSION - 50 3,000 3,000 3,000 SUPPLIES/MATERIALS - - 1,500 1,500 1,500 FOOD PURCHASES - 313 1,500 1,500 1,500 SUB-TOTAL:-$ 4,376$ 44,850$ 44,850$ 44,850$ MIDDLE SCHOOL SUMMER CAMP SUMMER STAFF SALARIES - - 6,016$ 6,016$ 15,154$ EMPLOYER'S SOCIAL SECURITY - - 460 460 1,380 EMPLOYER'S RETIREMENT - - 995 995 2,985 EMPLOYER'S HOSPITALIZATION - - 500 500 1,500 SUPPLIES/MATERIALS - - 1,000 1,000 3,000 FOOD PURCHASES - - 500 500 15,000 INSURANCE - - 100 100 300 SUB-TOTAL:-$ -$ 9,571$ 9,571$ 39,319$ TOTAL SUMMER CAMP 216,326$ 148,511$ 349,765$ 349,765$ 379,513$ TOTAL PROGRAM AREAS 1,080,099$ 823,907$ 1,269,731$ 1,269,731$ 1,406,532$ DEPRECIATION 9,422$ 3,230$ 9,422$ 9,422$ 9,422$ INDIRECT COST - - - 1 2 TOTAL EXPENSES 9,422$ 3,230$ 9,422$ 9,423$ 9,424$ TOTAL PROGRAM EXPENSE 1,089,521$ 827,137$ 1,279,153$ 1,279,153$ 1,415,954$ School Community Relations AGENDA ITEM # 1 ATTACHMENT A page 28 Orange County Schools School Community Relations 2016-2017 2016-2017 2017-2018 2017-2018 2018-2019 REVENUES Budget Actual Budget Estimate Budget TUITION AFTER SCHOOL CARE 836,414$ 657,375$ 917,729$ 917,729$ 972,782$ SUMMER CAMP/INTERSESSIONS 197,011 113,742 305,330 305,330 387,078 FUND EQUITY ACCOUNT 56,094 56,020 56,094 56,094 56,094 TOTAL REVENUE 1,089,519$ 827,137$ 1,279,153$ 1,279,153$ 1,415,954$ EXPENSES COMMUNITY SCHOOLS PROGRAM 284,357$ 233,914$ 294,240$ 294,240$ 391,493$ AFTER SCHOOL PROGRAM 579,416 441,483 625,726 625,726 635,526 SUMMER CAMP PROGRAM 216,326 148,511 349,765 349,765 379,513 DEPRECIATION 9,422 3,230 9,422 9,422 9,422 INDIRECT COST - - - - - TOTAL EXPENSES 1,089,519$ 827,137$ 1,279,153$ 1,279,153$ 1,415,954$ School Community Relations AGENDA ITEM # 1 ATTACHMENT A page 29 FY 2019 Approved Budget Capital Investment Plan AGENDA ITEM # 1 ATTACHMENT A sv o-a w O ORANGE COUNTY SCHOOLS FY2019 - -2028 CAPITAL INVESTMENT PLAN COMBINED SCHEDULE MODIFIED INEW 0 Year 1 Year 2 Year 3 Year 4 Year 5 FIVE YEAR Year 6 YEAR 7 YEAR 8 YEAR 9 YEAR 10 YEAR 6.10 TEN YEAR ? o O O DESCRIPTION LOCATION 2018 -2019 2019 -2020 2020 -2021 2021 -2022 2022 -2023 2023 -2024 2024 -2025 2025 -2026 2026 -2027 2027 -2028 iz m 0 a R O m (FY 19) (FY20) (FY 21) (FY22) (FY 23) TOTAL (FY 24) (FY25) (FY26) (FY27) (FY28) SUMMARY TOTAL ABATEMENT PROJECT: CARPET /MASTIC CAMPUS X WIDE: A LSTANBACK ALS $225,000 $225,000 $0 $225,000 RESERVE: CENTRAL ELEMENTARY BUILDING X ENVELOPE IMPROVEMENTS BASED ON $0 ENGINEERING ANALYSIS CENTRAL $172,564 $172,564 $172,564 X ROOF REPLACEMENT PER 2016 ASSESSMENT CENTRAL $264,520 $84,320 $48,535 $397,375 $0 $397,375 X EXTERIOR RESURFACING CP $250,000 $250,000 $500,000 $0 $500,000 X ROOF REPLACEMENT PER 2016 ASSESSMENT CP $500,000 $175,000 $130,000 $805,000 $8,720 $8,720 $813,720 ROOF REPLACEMENTS PER 2016 ASSESSMENT (SEE X BOND FOR BALANCE) CP $75,000 $75,000 $0 X WINDOW REPLACEMENT (phase 1 envelope project) CP $220,258 $220,258 $0 $220,258 X METAL ROOF RECOAT CRHS $500,000 $500,000 $500,000 X NEW SERVING LINE COUNTERS CRHS $35,000 $35,000 $0 $35,000 X C W STANFORD ROOF PER 2016 ASSESSMENT CWS $76,075 $18,068 $94,143 $10,395 $422,475 $1,012,389 $163,245 $1,608,504 $1,702,647 X CANOPY IMPROVEMENTS CWS $50,000 $50,000 $100,000 $0 $100,000 X FOOD SERVICE FACILITY IMPROVEMENTS CWS $99,150 $99,150 $0 $99,150 X REPLACE COLD STORAGE UNIT CWS $50,000 $50,000 $0 $50,000 X REPLACE HOOD AND FIRE SUPPRESSION SYSTEM CWS $20,000 $20,000 $0 $20,000 X REPLACE STEAMER CWS $35,000 $35,000 $0 $35,000 X AED REPLACEMENT (8 YEAR CYCLE PER UNIT) DISTRICT $0 $25,000 $25,000 $50,000 $50,000 X ATHLETIC FACILITIES RESERVE DISTRICT $200,000 $200,000 $200,000 $200,000 $400,000 CORPORATE DRIVE PROPERTY X UPFIT /INFRASTRUCTURE DISTRICT $31,500 $31,500 $0 $31,500 X I IDISTRICT: TECHNOLOGY UPGRADES DISTRICT $163,292 $163,292 $163,292 $163,292 $163,292 $816,460 $163,292 $163,292 $163,292 $163,292 $653,168 $1,469,628 EMERGENCY GENERATORS FOR CRITICAL LIGHTING X AI ND KITCHEN EQUIPMENT DISTRICT $50,000 $50,000 $100,000 $0 $100,000 INDUSTRIAL WASHER AND DRYERS FOR HIGH X SCHOOLS DISTRICT $0 $25,000 $25,000 $25,000 X PAVING PARKING LOTS /DRIVEWAYS /WALKWAYS DISTRICT $150,000 $300,000 $165,000 $615,000 $0 $615,000 REPLACE WRESTLING MATS /SAFETY PADDING X (MULTI -YEAR FUNDING) DISTRICT $25,000 $25,000 $0 $25,000 X RESERVE: DEFERRED MAINTENANCE DISTRICT $152,896 $152,896 $150,000 $150,000 $150,000 $150,000 $600,000 $752,896 RESERVE: CLASSROOM /BUILDING IMPROVEMENTS- - X FUTURE FACILITIES PLANNING DISTRICT $0 $100,000 $100,000 $399,815 $25,188 $50,565 $1,586,147 $2,061,7151 $2,161,715 RESERVE: IMPLEMENTATION - FACILITIES USAGE X ASSESSMENT DISTRICT $104,000 $399,000 $503,000 $0 $503,000 RESERVE: SCHOOL SAFETY INITIATIVES -- FACILITY X I 1IMPROVEMENTS (E.G. SECURITY VESTIBULES) DISTRICT $0 $244,979 $93,580 $228,7631 $567,322 1 $0 $567,322 X SCHOOL SAFETY INITIATIVES DISTRICT $127,896 $127,896 $152,896 $408,688 1 $0 $408,688 X TECHNOLOGY DEBT SERVICE IDISTRICT $570,079 $570,079 $570,079 $600,000 $600,000 $2,910,237 $600,000 $600,000 $600,000 $600,000 $600,000 $3,000,000 $5,910,237 X I ITECHNOLOGY UPGRADES IDISTRICT $158,486 $187,628 $217,937 $219,536 $252,317 $1,035,904 $286,410 $321,866 $358,741 $397,090 $436,974 $1,801,081 $2,836,985 X I IRESERVE: FUTURE FACILITIES PLANNING I DISTRICT $377,896 $377,896 $227,896 $227,896 $227,896 $227,8961 $541,1881 $1,452,772 $1,830,668 COMBINED SCHEDULE - -Page 1 of 4 D D m z D D m K >v 0'Q (D W ORANGE COUNTY SCHOOLS FY2019 - -2028 CAPITAL INVESTMENT PLAN COMBINED SCHEDULE MODIFIED NEW ° < a ? m w ° ° a a ° LL o ° Z 0 DESCRIPTION LOCATION Year 1 2018 -2019 (FY 19) Year 2 2019 -2020 (FY20) Year 3 2020 -2021 (FY 21) Year 4 2021 -2022 (FY22) Year 5 2022 -2023 (FY 23) FIVE YEAR TOTAL Year 6 2023 -2024 (FY 24) YEAR 7 2024 -2025 (FY25) YEAR 8 2025 -2026 (FY26) YEAR 9 2026 -2027 (FY27) YEAR 10 2027 -2028 (FY28) YEAR 6 -10 SUMMARY TEN YEAR TOTAL X ROOF REPLACEMENTS PER 2016 ASSESSMENT EFLAND $2,958 $45,152 $48,110 $564,434 $564,434 $612,544 X I JADD 1- COMPARTMENTCOMBI -OVEN GAB $22,500 $22,500 $0 $22,500 X REPLACE COLD STORAGE UNIT GAB $35,000 $35,000 $0 $35,000 X ROOF REPLACEMENTS PER 2016 ASSESSMENT GAB $102,800 $102,800 $0 $102,800 X ROOF REPLACEMENT PER 2016 ASSESSMENT GHMS $0 $305,928 $305,928 $305,928 X FOOD SERVICE FACILITY IMPROVEMENTS HES $63,950 $63,950 $0 $63,950 X REPLACE COLD STORAGE UNIT HES 1 $55,000 $55,000 1 1 $0 $55,000 X I IREPLACE COOKING EQUIPMENT HES $60,000 $60,000 $0 $60,000 X I IROOF REPLACEMENT PER 2016 ASSESSMENT HES $328,865 $328,865 $0 $328,865 X VEHICLE REPLACEMENT--DUMP TRUCK MAINT $0 $0 $0 $0 X ABATEMENT PROJECT: CARPET /MASTIC CAMPUS WIDE: NEW HOPE NH $225,000 $225,000 $0 $225,000 X MECHANICAL SYSTEM NH $100,000 $100,000 $0 $100,000 X ROOF REPLACEMENT PER 2016 ASSESSMENT NH $200,000 $384,607 $584,607 $424,600 $424,600 $849,200 $1,433,807 X ROOF REPLACEMENT PER 2016 ASSESSMENT OHS $600,905 $295,222 $135,025 $740,430 $632,922 $2,404,504 $149,308 $149,308 $2,553,812 X I ITENNIS COURT RECONSTRUCTION OHS $150,000 $150,000 $0 $150,000 X I ITRACK RESURFACING OHS $100,000 $100,000 $0 $100,000 X UPGRADE SCIENCE CLASSROOMS OHS $160,000 $160,000 $0 $160,000 X DRAINAGE ISSUES ADDRESSED PE $50,000 $50,000 $0 $50,000 X HVAC REPLACEMENT PE $0 $189,805 $1,545,499 $1,735,304 $1,735,304 X I I MECHANICAL SYSTEM REPLACEMENT DESIGN PE $175,000 $175,000 $175,000 X ROOF REPLACEMENT PER 2016 ASSESSMENT PE $286,1041 $446,8441 $732,948 1 $435,804 $435,804 $1,168,752 SUB TOTAL ALL EXCEPT BOND PROJECTS 1 $3,230,511 $3,283,080 $3,337,167 $2,993,821 $3,051,098 $3,110,055 1 $3,170,748 $3,233,239 $3,297,587 $3,364,309 + I I DEBT FINANCED REPLACEMENT FOR IMPACT FEES ICRHS $3,100,000 COMBINED SCHEDULE - -Page 2 of 4 D G) m z 0 D m sv oq w tJ ORANGE COUNTY SCHOOLS FY2019 - -2028 CAPITAL INVESTMENT PLAN COMBINED SCHEDULE MODIFIED NEW v C ? LL m 0 c' a ° a a a LL o Z m DESCRIPTION LOCATION Year 1 2018 -2019 (FY 19) Year 2 2019 -2020 (FY20) Year 3 2020 -2021 (FY 21) Year 4 2021 -2022 (FY22) Year 5 2022.2023 (FY 23) FIVE YEAR TOTAL Year 6 2023 -2024 (FY 24) YEAR 7 2024 -2025 (FY25) YEAR 8 2025 -2026 (FY26) YEAR 9 2026 -2027 (FY27) YEAR 10 2027 -2028 (FY28) YEAR 6 -10 SUMMARY TEN YEAR TOTAL X IMECHANICAL SYSTEM ALS $4,000,000 $4,000,000 X ROOF REPLACEMENTS AILS $382,575 $296,420 $240,015 $919,010 X MECHANICAL SYSTEM CENTRAL $1,638,200 $1,638,200 X ROOF REPLACEMENTS CENTRAL $608,940 $608,940 X MECHANICAL SYSTEM CP $1,047,007 $239,993 $1,287,000 X ROOF REPLACEMENTS CP $233,714 $274,764 $508,478 X CLASSROOM WING ADDITION (Total project: $14.5 Million; $3.1 funded from School Construction Impact Fees) CRIES $6,800,000 $4,600,000 $11,400,000 X CORPORATE DRIVE PROPERTY ACQUISITION DISTRICT $0 X HAZ MATERIAL MITIGATION: SOFFITS DISTRICT $0 X IMPLEMENTATION OF SCHOOL SAFETY INITATIVES DISTRICT $1,000,000 $1,500,000 $2,500,000 X MECHANICAL SYSTEM EFLAND $2,034,000 $2,034,000 X ROOF REPLACEMENTS EFLAND $350,821 $350,821 X MECHANICAL SYSTEM GAB $704,000 $704,000 X REPLACE WINDOWS /DOORS GAB $220,000 $220,000 X ROOF REPLACEMENTS GAB $199,648 $27,416 $539,393 $766,457 X MECHANICAL SYSTEM HES $458,233 $458,233 X ROOF REPLACEMENTS HES $175,000 $175,000 X MECHANICAL SYSTEM NEW HOPE $2,002,738 $2,002,738 X MECHANICAL SYSTEM REPLACEMENT- - GEOTHERMAL OHS $4,641,764 $4,641,764 X REPLACE TRANSPORTATION FACILITY (JOINT PROJECT WITH CHCCS-- ASSUMES $3MILLION CONTRIBUTION, NOT INCLUDED IN THIS AMOUNT) TRANSP $5,000,000 S5,000,000 $7,286,641 $9,777,6001 $6,186,400 $15,964,000 $0 COMBINED SCHEDULE - -Page 3 of 4 D n m z D m z D D m ORANGE COUNTY SCHOOLS FY2019 - -2028 CAPITAL INVESTMENT PLAN COMBINED SCHEDULE MODIFIED NEW ° < ° ° ° Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 YEAR 7 YEAR 8 YEAR 9 YEAR 10 a ? LL Z 0 DESCRIPTION LOCATION 2018 -2019 2019 -2020 2020 -2021 2021 -2022 2022 -2023 FIVE YEAR 2023 -2024 2024 -2025 2025 -2026 2026 -2027 2027 -2028 YEAR 6 -10 TEN YEAR m a a o (FY 19) (FY20) (FY 21) (FY22) (FY 23) TOTAL (FY 24) (FY25) (FY26) (FY27) (FY28) SUMMARY TOTAL w ° TOTAL AVAILABLE FUNDING FROM COUNTY: DEBT FINANCING (AKA: PAY -AS- YOU -GO) $746,336 $1,585,185 $1,608,963 $1,633,097 $1,657,594 $7,231,175 $1,682,458 $1,707,694 $1,733,310 $1,759,310 $1,785,699 $15,771,540 $23,002,714 2/3 NET DEBT BONDS (AKA: PAY -AS- YOU -GO) $815,422 $815,422 $815,422 ADDITIONAL PAY AS YOU GO (AKA: LOTTERY) $541,188 $541,188 $541,188 $541,188 $541,188 $2,705,940 $541,188 $541,188 $541,188 $541,188 $541,188 $5,411,880 $8,117,820 ARTICLE 46 SALES TAX $728,565 $757,707 $788,015 $819,536 $852,317 $3,946,140 $886,410 $921,867 $958,741 $997,091 $1,036,974 $4,801,083 $8,747,224 FACILITY IMPROVEMENTS TO OLDER SCHOOLS (5 -YR ALLOCATION) $399,000 $399,000 $399,000 $0 $0 $1,197,000 $0 $0 $0 $0 $0 $0 $1,197,000 SUB TOTAL ANNUAL ALLOCATION $3,230,511 $3,283,080 $3,337,166 $2,993,821 $3,051,099 DEBT FINANCED (AKA: SCHOOL CONSTRUCTION IMPACT FEES) CRHS $3,100,000 $3,100,000 BOND REFERENDUM PROJECTS $7,286,641 $9,777,600 $6,186,400 $15,964,000 GRAND TOTAL ANNUAL ALLOCATION $13,617,152 $13,060,680 $9,523,566 $18,957,821 $3,110,056 $3,170,749 $3,233,239 $3,297,588 $3,363,862 D m z 0 D m Owq COMBINED SCHEDULE - -Page 4 of 4 N w w page 34 ORANGE COUNTY SCHOOLS FY2019 RECURRING CAPITAL Funding Code Description FY'19 Allocation 4.5110.901.327.000.117 Mobile Units $140,000.00 4.5110.901.461.000.001 New Classroom Setup $160,000.00 4.5110.901.522.000.260 Science Lab Maintenance $3,000.00 4.5500.901.529.000.000 Gym Floors $15,000.00 4.5500.901.529.000.150 Bleacher/Basket ball Goal Maintenance $15,000.00 4.550.901.532.000.233 Grounds Care/Maintenance $30,000.00 4.5850.901.311.000.252 Bloodborne Pathogens Standards $0.00 4.5850.901.461.000.000 Safety Initiatives $0.00 4.5850.901.461.000.255 Training & Safety Equipment $15,000.00 4.6580.901.311.000.160 Energy Management $30,000.00 4.6580.901.311.000.250 Pest Control $0.00 4.6580.901.422.000.000 Lawn Equipment Maintenance $30,000.00 4.6580.901.461.000.259 Safety Padding $5,000.00 4.6580.901.522.000.000 Environmental Maintenance $100,000.00 4.6580.901.523.000.000 HVAC $180,000.00 4.6580.901.524.000.000 Emergency Equipment & Supplies $10,000.00 4.6580.901.529.000.000 Asbestos Inspections/Abatement $10,000.00 4.6580.901.529.000.000.01 Painting $70,000.00 4.6580.901.529.000.000.02 Restroom Maintenance $15,000.00 4.6580.901.529.000.109 Fire Alarm Maintenance $30,000.00 4.6580.901.529.000.133 Playground Maintenance $60,000.00 4.6580.901.529.000.273 Floor Coverings $50,000.00 4.6580.901.532.000.114 Roof Repairs $104,000.00 4.6580.901.532.000.248 Parking Lot/Sidewalk Maintenance $10,000.00 4.6580.901.532.000.268 Fencing $10,000.00 4.6610.901.311.000.000 Computer Equipment Maintenance $100,000.00 4.7200.901.326.000.249 Cafeteria Hood Cleaning $5,000.00 Total Recurring Capital Outlay $1,197,000.00 FY2019 Recurring Capital AGENDA ITEM # 1 ATTACHMENT A page 35 FY 2019 Approved Budget Business Cases AGENDA ITEM # 1 ATTACHMENT A page 36 Implementation Timeline and Budget Needed 2018-2019 Amount Notes July 2018 $100,000 Equipment and services to move and site primary and secondary data centers Expected Results Ensure IT can provide quick response for any data center issues, provide safety systems for the preservation of equipment and personnel to minimize downtown of network and business continuity Evidence or Reasoning for this Recommendation The Information Technologies group needs immediate access to data center equipment, including:  Servers  Storage Area Network  Backup devices  Core Switch  Firewall  Primary networking equipment This access is critical to ensure rapid response to system issues and proper oversight of district critical infrastructure. The Data Center needs certain equipment in place to protect hardware, maximize uptime and ensure business continuity in the case of a disaster. This equipment and services will include:  Dedicated Data Center grade cooling system  Dedicated fire suppression system rated for equipment preservation  Enterprise Uninterruptable Power Supply  Refurbishing and configuring the diesel generator for automated fail-over in the event of power loss.  Timely movement and re-configuration of equipment from existing locations (CRHS and OHS) to new primary (Annex) and secondary (OHS) locations.  Wiring Initiative: Move primary data center from OHS to Annex. Move secondary data center from CRHS to OHS. Retrofit space at Annex for data center AGENDA ITEM # 1 ATTACHMENT A page 37 The Data Center will be geographically situated to leverage multiple Internet Service providers, should our current arrangement of free access from MCNC change. Without the Data Center move  Information Technologies will have to travel the seven miles between IT offices and the Orange High data center to perform routine maintenance and critical troubleshooting. During high traffic times of day, this could add 15 minutes or more to IT’s response time. Given the need to go from office to Data Center multiple times in outages, this could add significantly to the recover times of critical outages.  The District will continue to have inadequate safety controls in its primary data center and no generator failover for its secondary data center  The District will continue to have poor physical security controls for its secondary data center AGENDA ITEM # 1 ATTACHMENT A page 38 FY 2019 Approved Budget Supplemental Information • 10 - Year Average Daily Membership • School Building Data • Purpose Codes AGENDA ITEM # 1 ATTACHMENT A 07: 7_1 L1 M =9d0111L1 kw d= 10L1NIZO7a=101110_II Is] L4 Average Daily Membership Last Ten Fiscal Years � Chl1 -v A m w (D Iv 0"G (D 0 A� 3 3 a- I -v r w r+ T n A� D G) M z 0 D M K page 40 Table 14 Year Square Current Over/(Under) Site Built Feet Capacity Membership Capacity Cameron Park Elementary 1956 70,812 502 642 27.9% Central Elementary 1952 61,382 428 277 -35.3% Efland Cheeks Elementary 1952 65,084 455 410 -9.9% Grady Brown Elementary 1974 75,016 490 502 2.4% Hillsborough Elementary 1952 72,872 420 468 11.4% New Hope Elementary 1991 100,164 526 602 14.4% Pathways Elementary 2000 85,282 540 383 -29.1% A L Stanback Middle 1995 136,000 723 630 -12.9% Charles W Stanford Middle 1968 107,620 686 608 -11.4% Gravelly Hill Middle 2006 123,600 602 481 -20.1% Cedar Ridge High 2002 217,500 1,000 1,137 13.7% Orange High 1962 213,509 1,403 1,237 -11.8% Partnership Academy 2006 6,600 48 36 -25.0% Source: Orange County Schools N. C. Public Schools Facility Needs Report; 2017. ORANGE COUNTY BOARD OF EDUCATION School Building Data June 30, 2017 Page 78 School Building Data AGENDA ITEM # 1 ATTACHMENT A page 41 F. Purpose Codes Purpose means the reason for which something exists or is used. Purpose includes the activities or actions that are performed to accomplish the objectives of a local school administrative unit. For budgeting and accounting pur- poses, expenditures of a local school administrative unit are classified into five purposes as follows: 5000 Instructional Services 6000 System-Wide Support Services 7000 Ancillary Services 8000 Non-Programmed Charges 9000 Capital Outlay The “purpose dimension” is broken down into a function level at the second digit and, where appropriate, into a sub-function level at the third digit. The fourth digit of this dimension is not currently required by NCDPI, but is highly recommended for your use to further break down the purpose of the expenditure. NCDPI, however, will replace the last digit of the purpose code with a zero (0) for NCDPI reporting purposes. Instructional Services (5000) Instructional services include the costs of activities dealing directly with the interaction between teachers and stu- dents. Teaching may be provided for students in a school classroom, in another location such as a home or hospital, and in other learning situations such as those involving co-curricular activities. It may also be provided through some other approved medium. Included here are the costs of salaries and benefits for teachers, instructional assis- tants, instructional leadership and support staff, as well as contracted instructional services, instructional supplies, materials, and equipment, professional development, and any other cost related to direct instruction of students. Costs of activities involved in evaluating, selecting, and implementing textbooks and other instructional tools and strategies, curriculum development, demonstration teaching, and delivering staff development are also included here. Any site-based instructional supervisor or coordinator coded to this function should spend at least 75% of his/her time on these duties. 5100 Regular Instructional Services Cost of activities that provide students in grades K-12 with learning experiences to prepare them for activities as workers, citizens, and family members. They include costs of those individuals responsible for providing school curriculum development and coordination as well as lead teachers for regular instructional services. (Not included are those programs designed to improve or overcome physical, mental, social and/or emotional impediments to learning.) 5110 Regular Curricular Services Costs of activities which are organized into programs of instruction to provide students with learning opportunities to prepare for and achieve personal, health, and career objectives. AGENDA ITEM # 1 ATTACHMENT A page 42 5111 JROTC Curricular Services Costs of activities organized into programs of instruction to provide learning opportunities for students to prepare for and achieve career objectives in selected branches of the military service. 5112 Cultural Arts Curricular Services Costs of activities organized into programs of instruction to provide learning opportunities for students in the various areas of the arts. 5113 Physical Education Curricular Services Costs of activities organized into programs of instruction for the physical and mental growth and fitness of stu- dents through activities designed to improve the muscles, motor skills, attitudes and habits of conduct of individu- als and groups. 5114 Foreign Language Curricular Services Costs of activities organized into programs of instruction to provide learning opportunities for students in the vari- ous classical and modern foreign languages. 5115 Technology Curricular Services Costs of activities organized into programs of instruction to provide learning opportunities for students in the vari- ous areas of technology. This purpose code is to be used in providing instruction to students. 5116 Homebound/Hospitalized Curricular Services Costs of activities which are organized into programs of instruction to provide students with learning opportunities while recovering from temporarily incapacitating situations which prevent them from attending regular classes in school. 5120 CTE Curricular Services Costs of activities that provide students with the opportunity to develop the knowledge, skills and attitudes needed for training in a specialized field of employment (or occupational field). 5200 Special Populations Services Costs of activities for identifying and serving students (in accordance with state and federal regulations) having spe- cial physical, emotional, or mental impediments to learning. Also included are those students identified as needing specialized services such as limited English proficiency and gifted education. They include costs of those individuals responsible for providing school curriculum development and coordination as well as lead teachers for special pop- ulations’ services. (Certain categories of funds require that expenditures coded here must be in addition to regular allotments such as classroom teachers, textbooks, etc.) These programs include pre-kindergarten, elementary, and secondary services for the following groups of students. AGENDA ITEM # 1 ATTACHMENT A page 43 5210 Children With Disabilities Curricular Services Costs of activities for students identified as being mentally impaired, physically handicapped, emotionally disturbed, those with learning disabilities, physical therapy, or other special programs for student with disabilities. 5211 Homebound Curricular Services Costs of activities for students identified as being mentally impaired, physically handicapped, emotionally disturbed, or those with learning disabilities, who, because of the extent of their disability are certified to receive instruction in their home or a facility other than a school classroom. 5220 Special Populations CTE Curricular Services Costs of activities for students identified as being members of special populations, which include: individuals with disabilities; individuals from economically disadvantaged families, including foster children; individuals preparing for nontraditional training and employment; single parents, including single pregnant women; displaced homemakers; and individuals with other barriers to educational achievement, including individuals with limited English proficien- cy, potential dropouts and the academically disadvantaged. 5230 Pre-K Children With Disabilities Curricular Services Costs of activities provided for Pre-K-aged children (under the age of five) who have been identified as being men- tally impaired, physically handicapped, emotionally disturbed, or those with learning disabilities. 5240 Speech and Language Pathology Services Costs of activities that identify students with speech and language disorders, diagnose and appraise specific speech and language disorders, refer problems for medical or other professional attention necessary to treat speech and lan- guage disorders, provide required speech treatment services, and counsel and guide students, parents, and teachers, as appropriate. 5250 Audiology Services Costs of activities that identify students with hearing loss; determine the range, nature, and degree of hearing func- tion; refer problems for medical or other professional attention appropriate to treat impaired hearing; treat language impairment; involve auditory training, speech reading (lip-reading), and speech conversation; create and administer programs of hearing conversation; and counsel guidance of students, parents, and teachers, as appropriate. 5260 Academically/Intellectually Gifted Curricular Services Costs of activities to provide programs for students identified as being academically gifted and talented. 5270 Limited English Proficiency Services Costs of activities to assist students from homes where the English language is not the primary language spoken to succeed in their educational programs. AGENDA ITEM # 1 ATTACHMENT A page 44 5280-5290 Reserved for future use 5300 Alternative Programs and Services Costs of activities designed to identify students likely to be unsuccessful in traditional classrooms and/or to drop out and to provide special alternative and/or additional learning opportunities for these at-risk students. They in- clude costs of those individuals responsible for providing school curriculum development and coordination as well as lead teachers for alternative programs and services. Programs include summer school instruction, remediation, alcohol and drug prevention, extended day, services to help keep students in school, as well as alternative education- al settings, instructional delivery models, and supporting services for identified students. 5310 Alternative Instructional Services K-12 Costs of activities designed to provide alternative learning environments (programs or schools) during the regular school year for students likely to be unsuccessful in traditional classrooms. 5320 Attendance and Social Work Services Costs of activities designed to improve student attendance at school and which attempt to prevent or solve student problems involving the home, the school, and the community. 5330 Remedial and Supplemental K-12 Services Costs of activities designed to improve student performance by providing remedial support and supplemental assis- tance during the regular school day in grades K-12 to students enabling them to succeed in their learning experienc- es. Title I activities provided during the school day would be coded here. 5340 Pre-K Readiness/Remedial and Supplemental Services Costs of activities designed to provide additional assistance to Pre- K-aged students to strengthen their abilities to be successful in the K-12 course of studies. Smart Start, More-At-Four, and Head Start would be coded here. 5350 Extended Day/Year Instructional Services Costs of activities designed to provide additional learning experiences for students outside of the regular required school calendar. These activities include remedial instructional programs conducted before and after school hours, on Saturdays, during the summer, or during intersession breaks. 5351 Before/After School Instructional Services Costs of activities designed to provide additional learning experiences for students either before or after regular school hours. 5352 Intersession Instructional Services Costs of activities designed to provide additional learning opportunities for students during the intersession breaks provided in block scheduling and/or year round school calendars. AGENDA ITEM # 1 ATTACHMENT A page 45 5353 Summer School Instructional Services Costs of activities designed to provide additional learning opportunities for students during the summer break after the regular school year has ended. 5354 Saturday School Instructional Services Costs of activities designed to provide additional learning opportunities for students on Saturday during the regular school year. 5400 School Leadership Services Costs of activities concerned with directing and managing the learning opportunities for students within a particular school. They include costs of the activities performed by the principal and assistant principals while they supervise and evaluate the staff members of the school, assign duties to staff members, supervise and maintain the records of the school, communicate the instructional needs and successes of the students to the various school stakeholders and community, and coordinate school instructional activities with those of the LEA. These activities also include the work of clerical staff, in support of the teaching and leadership functions. 5401 School Principal Costs of activities performed by the principal in directing and managing the school. 5402 School Assistant Principal Costs of activities performed by the assistant principals to assist in directing and managing the school. 5403 School Treasurer Costs of activities performed by the school treasurer for the duties required in the School Budget and Fiscal Con- trol Act. 5404 School Clerical Support Costs of activities performed by school clerical staff in support of teachers and school leadership. Do not include SIMS/NCWise clerical support nor the school treasurer in this functional area. 5500 Co-Curricular Services Costs of school-sponsored activities, under the guidance and supervision of LEA staff, designed to motivate stu- dents, provide enjoyable experiences, and assist in skill development. Co-curricular activities normally supplement the regular instructional program and include such activities as band, chorus, choir, speech and debate. Also includ- ed are student-financed and managed activities such as clubs and proms. AGENDA ITEM # 1 ATTACHMENT A page 46 5501 Athletics Costs of school sponsored activities, under the guidance and supervision of LEA staff, which provide opportunities for students to pursue competitive aspects of physical education outside of regular school hours. Athletics normal- ly involve competition between schools and frequently generate revenues from gate receipts or fees. 5502 Cultural Arts Costs of school sponsored activities, under the guidance and supervision of LEA staff, which provide opportunities for students to pursue performance-related aspects of the cultural arts. These include dance, theater, band, orches- tra, and other pursuits in the arts conducted outside of regular school hours. 5503 School Clubs and Other Student Organizations Costs of school sponsored activities, under the guidance and supervision of LEA staff, which provide opportunities for students to participate in group interactions with their peers in school clubs and other student organizations. These include the vocational education clubs , nationally/interna- tionally chartered service clubs, as well as clubs involving other areas of interest in the school curriculum. 5600 Reserved for Future Use 5700 Reserved for Future Use 5800 School-Based Support Services Costs of school-based student and teacher support activities to facilitate and enhance learning opportunities for students. These include the areas of educational media services, student accounting, guidance services, health, safety and security support services, instructional technology services, and unallocated staff development. 5810 Educational Media Services Costs of activities supporting the use of all teaching and learning resources, including media specialists and support staff, hardware, software, books, periodicals, reference books, internet-based services, and content materials. 5820 Student Accounting Costs of activities of acquiring and maintaining records of school attendance, location of home, family characteris- tics, census data, and the results of student performance assessments. Portions of these records become a part of the cumulative record which is sorted and stored for teacher and guidance information. Pertinent statistical reports are prepared under this function as well. Include SIMS/NCWise clerical support and school-based testing coordinator activities here. AGENDA ITEM # 1 ATTACHMENT A page 47 5830 Guidance Services Costs of activities involving counseling with students and parents, consulting with other staff members on learning problems, evaluating the abilities of students, assisting students in personal and social development, providing refer- ral assistance, and working with other staff members in planning and conducting guidance programs for students. Include career development coordination services and clerical assistance for guidance in this area. 5840 Health Support Services Costs of activities concerned with the health of the students. Included in this area are activities that provide stu- dents with appropriate medical, dental, and nursing services. 5850 Safety and Security Support Services Costs of activities concerned with the security and safety of the students, staff, buildings and grounds. Included in this area are expenses related to school resource officers, traffic directors, crossing guards, security at athletic events, security officials, and security systems. 5860 Instructional Technology Services Cost of activities to support the technological platform for instructional staff and students. This will include tech- nology curriculum development, training, software, and other learning tools. Examples would include help desk services and programmers for instruction. 5870 Staff Development Unallocated Cost of activities to provide staff development for all instructional areas when the training provided is not for a purpose code-specific area, or when staff development funds are appropriated to a school for direct payments. 5880 Parent Involvement Services Costs of activities which encourage and support parent involvement in the schools. Include activities which train parents to provide better learning opportunities for their children. 5890 Volunteer Services Costs of activities which encourage and support volunteerism in the schools. 5900 Reserved for future use AGENDA ITEM # 1 ATTACHMENT A page 48 System-Wide Support Services (6000) System-wide support services include the costs of activities providing system- wide support for school-based pro- grams, regardless of where these supporting services are based or housed. These services provide administrative, technical, personal, and logistical support to facilitate, sustain, and enhance instruction. Included here are the costs of salaries and benefits for program leadership, support and development and associated support staff, contracted support services, supplies, materials and equipment, professional development, and any other cost related to the system-wide support for the school-based programs of the school system. Costs of activities involved in developing/administering budgets, authorizing expenditures of funds, evaluating the performance of subordinates, developing policies and/or regulations for the district as a whole are included here. 6100 Support and Development Services Cost of activities that provide program leadership, support, and development services for programs providing stu- dents in grades K-12 with learning experiences to prepare them for activities as workers, citizens, and family mem- bers (Not included are program leadership, support and development services for programs designed to improve or overcome physical, mental, social and/or emotional impediments to learning.) 6110 Regular Curricular Support and Development Services Costs of activities to provide program leadership, support, and development services for regular curricular pro- grams of instruction to provide students with learning opportunities to prepare for and achieve personal, health, and career objectives. 6111 JROTC Curricular Support and Development Services Costs of activities to provide program leadership, support, and development services for programs of instruction to provide learning opportunities for students to prepare for and achieve career objectives in selected branches of the military service. 6112 Cultural Arts Curricular Support and Development Services Costs of activities to provide program leadership, support, and development services for programs of instruction to provide learning opportunities for students in the various areas of the arts. 6113 Physical Education Curricular Support and Development Services Costs of activities to provide program leadership, support, and development services for programs of instruction for the physical and mental growth and fitness of students through activities designed to improve the muscles, mo- tor skills, attitudes and habits of conduct of individuals and groups. (Does not include athletics.) 6114 Foreign Language Curricular Support and Development Services Costs of activities to provide program leadership, support, and development services for programs of instruction to provide learning opportunities for students in the various classical and modern foreign languages. AGENDA ITEM # 1 ATTACHMENT A page 49 6115 Technology Curricular Support and Development Services Costs of activities to provide program leadership, support, and development services for programs of instruction to provide learning opportunities for students in the various areas of technology. 6116 Homebound/Hospitalized Curricular Support and Development Services Costs of activities to provide program leadership, support, and development services for programs of instruction to provide students with learning opportunities while recovering from temporarily incapacitating situations which prevent them from attending regular classes in school. 6120 CTE Curricular Support and Development Services Costs of activities to provide program leadership, support, and development services for programs of instruction to provide students with the opportunity to develop the knowledge, skills and attitudes needed for training in a special- ized field of employment (or occupational field), and are not on the college preparatory track. 6130 Jobs Commission Development Provides funding to support the creation of Job Commission schools. 6200 Special Population Support and Development Services Costs of activities to provide program leadership, support, and development services primarily for identifying and serving students (in accordance with state and federal regulations) having special physical, emotional, or mental im- pediments to learning. Also included are support and development services for those students needing specialized services such as limited English proficiency and gifted education. These programs include pre-kindergarten, elemen- tary, and secondary services for the special populations. 6201 Children With Disabilities Support and Development Services Costs of activities to provide program leadership, support, and development services primarily for students iden- tified as being mentally impaired, physically handicapped, emotionally disturbed, those with learning disabilities, or other special programs for students with disabilities. 6202 CTE Children With Disabilities Curricular Support and Development Services Costs of activities to provide program leadership, support, and development services for students identified as being mentally impaired, physically handicapped, emotionally disturbed, or those with learning disabilities, requiring specialized CTE programs. 6203 Pre-K Children With Disabilities Support and Development Services Costs of activities to provide program leadership, support, and development services for Pre-K-aged children who have been identified as being mentally impaired, physically handicapped, emotionally disturbed, or those with learn- ing disabilities. AGENDA ITEM # 1 ATTACHMENT A page 50 6204 Speech and Language Pathology Support and Development Services Costs of activities to provide program leadership, support, and development services for identifying students with speech and language disorders, diagnose and appraise specific speech and language disorders, refer problems for medical or other professional attention necessary to treat speech and language disorders, provide required speech treatment services, and counsel and guide students, parents, and teachers, as appropriate. 6205 Audiology Support and Development Services Costs of activities to provide program leadership, support, and development services for identifying students with hearing loss; determining the range, nature, and degree of hearing function; referring problems for medical or other professional attention appropriate to treat impaired hearing; treating language impairment; involving auditory train- ing, speech reading (lip-reading), and speech conversation; creating and administering programs of hearing conser- vation; and counseling guidance of students, parents, and teachers, as appropriate. 6206 Academically/Intellectually Gifted Support and Development Services Costs of activities to provide program leadership, support, and development services for programs for students identified as being academically gifted and talented. 6207 Limited English Proficiency Support and Development Services Costs of activities to provide program leadership, support, and development services for programs to assist stu- dents from homes where the English language is not the primary language spoken to succeed in their educational programs. 6300 Alternative Programs and Services Support and Development Services Costs of activities to provide program leadership, support, and development services for programs designed to identify students likely to be unsuccessful in traditional classrooms and/or to drop out and to provide special alter- native and/or additional learning opportunities for these at-risk students. Costs related to state Assistance Teams are also included here. Programs include summer school instruction, remediation, alcohol and drug prevention, ex- tended day, services to help keep students in school, as well as alternative educational settings, instructional delivery models, and supporting services for identified students. 6301 Alternative Instructional Programs K-12 Support Services Costs of activities to provide program leadership, support, and development services for programs designed to provide alternative learning environments (programs or schools) during the regular school year for students likely to be unsuccessful in traditional classrooms. 6302 Attendance and Social Work Support Services Costs of activities to provide program leadership, support, and development services for programs designed to improve student attendance at school and which attempt to prevent or solve student problems involving the home, the school, and the community. AGENDA ITEM # 1 ATTACHMENT A page 51 6303 Remedial and Supplemental Services K-12 Support Services Costs of activities to provide program leadership, support, and development services for programs designed to improve student performance by providing remedial support and supplemental assistance during the regular school day in grades K-12 to students enabling them to succeed in their learning experiences. 6304 Pre-K Readiness/Remedial and Supplemental Support Services Costs of activities to provide program leadership, support, and development services for programs designed to provide additional assistance to Pre-K-aged students to strengthen their abilities to be successful in the K-12 course of studies. 6305 Extended Day/Year Instructional Support Services Costs of activities to provide program leadership, support, and development services for programs designed to provide additional learning experiences for students outside of the regular required school calendar. These activities include remedial instructional programs conducted before and after school hours, on Saturdays, during the summer, or during intersession breaks. 6400 Technology Support Services Costs of central based activities associated with implementing, supporting and maintaining the computer hardware, software, peripherals, technical infrastructure which provide technology system services to the LEA as a whole. Also included is the development and implementation of technological systems; and technology user support ser- vices for the LEA. 6401 Technology Services Costs of central based activities associated with implementing, supporting and maintaining the computer hardware, software, peripherals and technical infrastructure and connectivity. Do not include any costs which may be coded to one or more specific purpose functions. 6402 Information Management Systems Services Costs of central based activities associated with the development and implementation of technological systems. 6403 Technology User Support Services Costs of central based activities associated with supporting technology services for LEA systems. An example would be central based help desk activities. 6410 Connectivity Support Services Costs associated for the one time funding for shared education strategy to enhance broadband connectivity and improve the education user experience in public schools. AGENDA ITEM # 1 ATTACHMENT A page 52 6500 Operational Support Services Costs of activities for the operational support of the school system such as printing and copying services, com- munication services, utility services, transportation of students, facilities, planning and construction, custodial and housekeeping services, maintenance services, and warehouse and delivery services. (Do not include any costs which may be coded to one or more specific purpose functions.) 6510 Communication Services Costs of general telephone and telecommunication services for the LEA. Include in this area general line charges, communication devices, LEA-wide postage purchases, and general telecommunication system support. Do not include any costs which may be coded to one or more specific purpose functions. 6520 Printing and Copying Services Costs of activities of printing and publishing publications such as annual reports, school directories, and manuals. Also included are the lease/purchase of copier equipment for the school system, as well as centralized services for printing and publishing school materials and instruments such as school bulletins, newsletters, notices, teaching ma- terials, and other items used by the LEA and their individual schools. 6530 Public Utility and Energy Services Costs of activities concerned with public utility and energy product consumption. 6540 Custodial/Housekeeping Services Costs of activities concerned with housekeeping duties necessary for the clean and healthy environment of the building structures of a school or other buildings of the LEA. 6550 Transportation Services Costs of activities concerned with the conveying of students to and from school, as provided by state and federal law. Included are trips between home and school and trips to school activities. 6560 Warehouse and Delivery Services Costs of activities concerned with the receiving, storing, and distributing of supplies, furniture, equipment, materi- als, and mail. 6570 Facilities Planning, Acquisition and Construction Services Costs of activities concerned with acquiring land and buildings, remodeling buildings, constructing buildings and additions to buildings, improving sites, and up-dating service systems. This would include the costs of contracted construction management as well as architectural and engineering, educational specifications development and other services as well as those contracted services generally associated with the primary construction costs. AGENDA ITEM # 1 ATTACHMENT A page 53 6580 Maintenance Services Costs of activities concerned with the repair and upkeep of the building structures, mechanical equipment, under- ground utility lines and equipment, and surrounding grounds of a school or other buildings of the LEA. 6590 Reserved for Future Use 6600 Financial and Human Resources Services Costs of activities concerned with acquisition, management, reporting and protection of financial resources; and with recruitment, retention, placement, and development of human resources for the LEA. 6610 Financial Services Costs of activities concerned with the financial operations of the LEA. These operations include budgeting, re- ceiving and disbursing of funds, financial and property accounting, payroll, purchasing, risk management, inventory control, and managing funds as required in the School Budget and Fiscal Control Act. 6611 Financial Management Services Costs of activities concerned with the management of the financial operations of the school system. 6612 Purchasing Services Costs of activities concerned with purchasing supplies, furniture, equipment, materials and services used in the schools or the school system operations. 6613 Risk Management Services Costs of activities concerned with minimizing financial risk to the school system, including property, liability, and fidelity insurance. Planning and management of loss prevention programs, as well as worker’s compensation, are also to be included here. 6614 Resource Development Services Costs of activities related to the discovery and acquisition of financial resources and other assets such as grants, contributions, business partnerships, and bequests. Include grant writer activities in this area. 6620 Human Resource Services Costs of activities concerned with maintaining an efficient, effective staff for the LEA including such activities as recruitment, retention, placement, and development of human resources for the LEA. 6621 Human Resource Management Costs of activities concerned with the management of the human resource operations of the school system. AGENDA ITEM # 1 ATTACHMENT A page 54 6622 Recruitment Services Costs of activities concerned with recruiting qualified and appropriately credentialed individuals to meet the needs of the LEA. 6623 Staff Development Services Costs of activities concerned with the direction and coordination of appropriate training activities for all LEA personnel. Also include costs of activities to provide staff development for all system-wide support areas when the training provided is not for a purpose code-specific area. 6624 Salary and Benefits Services Costs of activities concerned with the coordination and administration of salary and benefits services for all LEA personnel. 6630-6690 Reserved for Future Use 6700 Accountability Services Cost of activities concerned with the development, administration, reporting and analysis of student progress. This area includes the testing and reporting for student accountability, such as end of grade and end of course testing, disaggregation, analysis, and reporting of school and student performance. This area also includes the planning, research development and program evaluation costs of the school system. 6710 Student Testing Services Costs of activities to provide the development, administration, reporting and analysis of student progress, and re- sults of student performance assessments, including the testing and reporting for student accountability. 6720 Planning, Research Development and Program Evaluation Costs of activities to provide the planning, research development and program evaluation costs of the school sys- tem. 6800 System-wide Pupil Support Services Costs of activities that provide program leadership, support, and development services for system-wide pupil support activities for students in grades K-12. These areas include educational media support, student accounting support, guidance support, health support, safety and security support, and instructional technology support sys- tem-wide services. 6810 Educational Media Support Services Costs of activities to provide leadership, support, and development services for system-wide pupil support activities involving the use of all teaching and learning resources. AGENDA ITEM # 1 ATTACHMENT A page 55 6820 Student Accounting Support Services Costs of activities to provide leadership, support, and development services for system-wide pupil support activities of acquiring and maintaining records of school attendance, location of home, family characteristics, and census data. 6830 Guidance Support Services Costs of activities to provide leadership, support, and development services for system-wide pupil support activities involving counseling with students and parents, consulting with other staff members on learning prob- lems, evaluating the abilities of students, and other guidance services, in addition to career development coordina- tion support services. 6840 Health Support Services Costs of activities to provide leadership, support, and development services for system-wide pupil support activities concerned with the health of the students. 6850 Safety and Security Support Services Costs of activities to provide leadership, support, and development services for system-wide pupil support activities concerned with the security and safety of the students, staff, buildings and grounds. 6860 Instructional Technology Support Services Costs of activities to provide leadership, support, and development services for system-wide pupil support activities to provide learning opportunities in technology for staff and students, to include technology curriculum develop- ment, training, software, and other learning tools. 6870-6890 Reserved for Future Use 6900 Policy, Leadership and Public Relations Services Costs of activities concerned with the overall general administration of and executive responsibility for the entire LEA. 6910 Board of Education Costs of activities of the elected body which has been created according to state law and vested with responsibilities for educational planning, policy, and activities in a given LEA. 6920 Legal Services Cost of activities concerned with providing legal advice and counsel to the Board of Education and/or school system. AGENDA ITEM # 1 ATTACHMENT A page 56 6930 Audit Services Cost of activities concerned with the annual independent financial audit as well as the internal audit functions in a school system. 6931 Internal Audit Costs of activities concerned with verifying the account records, which includes evaluating the adequacy of the internal control system, verifying and safeguarding assets, reviewing the reliability of the accounting and reporting systems, and ascertaining compliance with established policies and procedures. 6932 External Audit Costs of activities concerned with the annual independent program compliance and audit of the statements and financial records of the school system, as required by state and federal law. 6940 Leadership Services Costs of activities performed by the superintendent and such assistants as deputy, associate, assistant superinten- dents, and other system-wide leadership positions generally directing and managing all affairs of the LEA. These include all personnel and materials in the office of the chief executive officer. 6941 Office of the Superintendent Costs of activities performed by the superintendent, related support personnel and other costs in directing and managing the affairs of the LEA. 6942 Deputy, Associate, and Assistants Costs of activities performed by those personnel having system-wide leadership responsibilities, as well as involved in developing/administering budgets, authorizing expenditures of funds, evaluating the performance of subordi- nates, developing policies and /or regulations for the district as a whole. These areas include all deputy and associate superintendents (regardless of the functional assignment). Also included are assistant superintendents and other system-wide leadership positions, as well as related support personnel and other costs related to their offices. (When assigned to two or more functional areas, costs are coded here. If costs may be placed properly to one specific pur- pose/function, then costs should be charged to that area.) 6950 Public Relations and Marketing Services Costs of activities concerned with writing, editing, and other preparation necessary to disseminate educational and administrative information to the public thorough various news media or personal contact. This area includes mar- keting and public information services associated with promoting the school system as a positive entity. AGENDA ITEM # 1 ATTACHMENT A page 57 Ancillary Services (7000) Activities that are not directly related to the provision of education for pupils in a local school administrative unit. These include community services, nutrition services and adult services provided by the school system. 7100 Community Services Costs of activities which are not directly related to the provision of educational services in an LEA. These include services such as community recreation activities, civic activities, and community welfare activities provided by the LEA 7110 Child Care Services Costs of activities which are not directly related to the provision of educational services in an LEA. These include services such as activities of custody and care of children provided by the LEA. Before and After School Care would also be included here. 7200 Nutrition Services Costs of activities concerned with providing food service to students and staff in a school or LEA including the preparation and serving of regular and incidental meals, or snacks in connection with school activities. 7300 Adult Services Costs of activities that develop knowledge and skills to meet immediate and long range educational objectives of adults who, having completed or interrupted formal schooling, have accepted adult roles and responsibilities. Programs include activities to foster the development of fundamental tools of learning, prepare adults for a post- secondary career; prepare adults for postsecondary education programs; upgrade occupational competence; prepare adults for a new or different career; develop skills and appreciation for special interests; or to enrich the aesthetic qualities of life. In addition, parent involvement services in the schools, as well as volunteer activities by adults in the schools. Adult basic education programs are included in this category. Non-Programmed Charges (8000) Non-Programmed charges are conduit-type (outgoing transfers) payments to other LEAs or other administrative units in the state or in another state, transfers from one fund to another fund in the LEA, appropriated but unbud- geted funds, debt service payments, scholarship payments, payments on behalf of educational foundations, contin- gency funds, and other payments that are not attributable to a program. 8100 Payments to Other Governmental Units Include payments to other LEAs or governmental units, which are generally for tuition and transportation for ser- vices rendered to pupils residing in the paying LEA. It is also used for indirect cost when used in conjunction with object code 392. AGENDA ITEM # 1 ATTACHMENT A page 58 8200 Unbudgeted Funds Include unbudgeted federal grant funds administered by the State Board of Education that are being set aside by the LEA and are not a part of the LEA’s budgeted funds. These funds are not available for use in the current fiscal for expenditures unless the LEA first transfers an amount from this account to their budgeted line item(s) by means of an approved budget amendment. This code may also be used to identify appropriated but unbudgeted funds in any fund source by the LEA. 8300 Debt Services Include debt service payments for lease purchases or installment contracts. 8400 Interfund Transfers Include transfers of funds from one fund to another fund in an LEA. 8500 Contingency Include appropriations for use in circumstances not completely foreseen. As monies are required from this item, budget amendments should be made to transfer monies to the appropriate operating function. 8600 Educational Foundations Include payments made by the school system on behalf of an education foundation for which the school system has fiscal responsibility 8700 Scholarships Include payments made for the awarding of scholarships by the school system for students and LEA personnel. Capital Outlay (9000) Expenditures for acquiring fixed assets, including land or existing buildings, improvements of grounds, initial equip- ment, additional equipment, and replacement of equipment. Do not include any costs which may be coded to one or more specific purpose functions. (i.e., purchase of transportation equipment would be coded to 6550, mainte- nance equipment would be coded to 6580, regular instructional equipment purchases would be coded to 5110, etc.). The remaining three digits may be used for local use purposes. AGENDA ITEM # 1 ATTACHMENT A page 59 AGENDA ITEM # 1 ATTACHMENT A Orange County Schools 200 East King Street Hillsborough, North Carolina 27278 www.orangecountyfirst.com AGENDA ITEM # 1 ATTACHMENT A