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HomeMy WebLinkAboutAgenda 04-23-2019 Attachment B - Chapel Hill - Carrboro City Schools Board of Education FY2019-20 Operating Budget Request and CIP HAPEL H I LL- �MORO " ITY 8 G H 00 L April 8, 2019 TO: Ms. Bonnie B. Hammersley Orange County Manager FROM: Ms. Jennifer S. Bennett Assistant Superintendent, Business & Financial Services RE: 2019-2020 Chapel Hill-Carrboro City Schools Budget Request The Chapel Hill Carrboro City Schools (CHCCS) Board of Education is submitting its 2019-2020 Budget Request documents to you for the Orange County Board of Commissioners consideration. The district is requesting $5,530,872 for the next school year, of which $3,598,872 (65%) is for continuation funding to cover normal operations and the State's anticipated salary & benefit increases. The other component is $1,932,000 of expansion items that would provide the Board with critical recurring resources to help sustain important programs for our students as well as an additional benefit item for our employees. The official action taken by the CHCCS Board is below and includes the appropriate authorization for the County Commissioners to increase the district tax, if needed, to fully fund their request: Be it, therefore, resolved that the Board of Education approves the prepared budget request and attached document and directs the Superintendent to submit its budget request to the Board of County Commissioners. Be it further resolved, the Board also authorizes the Orange County Manager and the Orange County Board of Commissioners to the increase of the district tax by$0.0470 per$100 property valuation (up to a total assessment of$0.2488 per$100 of property valuation), as needed, to fully fund our budget request. We are prepared to provide details and answer any questions related to the request at the scheduled meeting on April 23, 2019. Please let me know what additional materials you may need for that meeting or if you have any questions. c Gary Donaldson, County Chief Financial Officer Paul Laughton, County Deputy Finance & Admin Svcs Attachment: 2019-2020 CHCCS Board of Education Budget Request I iAPEL HILLP-- t• ARRBORO CITY SCHOOLS Board of Education's County Appropriation Funding Request Fiscal Year 2019-2020 CHCCS Superintendent's Budget Request 2019-2020 empower inspi O-qengage re Vision The Chapel Hill-Carrboro City Schools exist to provide experiences that empower, engage and inspire. Empower: make one stronger and more confident Inspire: create, innovate, explore, experiment Engage: captivate, attract, involve Mission Our learning environments are intentionally designed to empower, inspire and engage students. Empower: collaborative, safe, challenging Inspire: student-centered, multiple pathways Engage: enriched future, lead to a fulfilling life CHCCS Superintendent's Budget Request 2019-2020 Gengage empower inspire Strategic Plan Focus Areas • Student Success: This area addresses the academic, social and emotional capacities of students. The Student Success goals assist students in exploring, defining and solving complex problems; pursuing their unique interests, passions and curiosities; and contributing to the community through dialogue service and leadership—all while supporting to the child's well-being. Family & Community Engagement: Schools are successful when parents, educators and communities lock arms and work together for the benefit of students. Chapel Hill-Carrboro community stakeholders are crucial partners in student success, and, as such, are actively engaged in productive and equitable two-way communications. Employee Experience: The greatest resource of any organization is its people. Employee experience refers to all people, processes and systems related to an organization's employees. It includes the skills, knowledge and experience that represent an investment in people. CHCCS is committed to the growth, development and care of its employees. • Organizational Effectiveness: Education of children is the core mission of the school district. Ensuring all children's success is only possible if the organization is completely aligned and focused on student academic needs, behavioral support, and social and emotional growth. CHCCS is committed to improving our organizational effectiveness and culture to ensure all children succeed. CHCCS Superintendent's Budget Request 2019-2020 Table of Contents Overview Budget Outlook- FY 2019-20 ........................................................................5 StateFunds Revenues .....................................................................................................6 Local Funds Revenues ....................................................................................................6 ContinuationRequirements ............................................................................................8 Expansion Funding Requests .........................................................................................9 Federal and Other Revenues..........................................................................................11 Summary FY 2019-20 Budget Request..........................................................................12 AppendixTables..............................................................................................................13 CHCCS Superintendent's Budget Request 2019-2020 Overview Budget Outlook— FY 2019-2020 The 2019-20 Superintendent's budget focuses alignment of Chapel Hill-Carrboro City Public Schools' current operation and programs with our strategic plan goals. Our focus is to maximize our revenues and provide strong instructional programs for our students. As such the request is presented asking the county for $3.6 million for continuation funds and limited expansion funding items of$1.9 million. The District is committed to focused and flexible resource alignment to ensure our strategic goals are achieved. We do not yet have firm state projections related to funding impacts however our continuation requirements are based on collaborative data from across the state. These continuation requirements break down as a net $123,780 for student growth of 30 students (20 CHCCS and 10 Charter schools), $237,715 for operational costs for inflationary impacts and a net $3,237,377 for operating and salary&benefit projections. The total projected revenues for the 2019-20 school year are presented at $187,618,850. This includes a projected funding required of $8,820,412 (5.0%) for continuation items across all funds for the district that correlates primarily with projected salary and benefit increases. Of the total revenues, approximately 45.9 percent, or $86,086,455 comprises local current expense resources that the county provide from both the appropriation and the supplement tax and includes the adjustments for continuation and expansion from the paragraph above. Capital resources are presented at $6,870,690. These funds are consistent with the funding identified in the draft Capital Improvement Plan for 2019 as provided by the County. We are grateful for the capital investments you have made in our district. We remain on schedule for the opening of the addition at Chapel Hill High School in the fall of 2020 funded from those specific bond funds (not reflected in these revenue figures). Our Enterprise funds are reflected As-Is, since they will have to adjust operations to meet revenues. Other sources include funds received from grants,NC PreK,and other direct funding sources. Funding Sources State appropriation........................................................$80,960,670 Local current expense..................................................... 86,086,455 Federal sources..................................................................4,282,176 Capital Projects—Capital Outlay .....................................6,870,690 Child Nutrition................................................................. 4,664,006 Community Schools programs..........................................2,128,885 Other Sources and Grant revenues................................... 2,625,968 $187,618,850 Federalsources 2% Capital Projects 4% Local current Child Nutrition expense 3% 46% Community Schools 1% State appropriation Other 43% Sources& Grants 1% CHCCS Superintendent's Budget Request 2019-2020 State Funds Revenues The state of North Carolina is in the first year of the next biennium budget cycle. We have no concrete data at this time; however, we do anticipate continued work towards increasing teacher pay towards the state goal to be the top in the Southeast region over the next several years. Currently we have included a projected average increase is 5% (last year teacher average increase was 6.5%). The state also continues to have real shortfalls in funds available for retirement and hospitalization. We are using the projected rates based on recent history that reflect an increase to the employer's portion for hospitalization to increase by 4%to $6,354 ($250)per employee and the retirement rate to increase to 19.34%,which is also a 1.5% increase from 18.86%this year. These benefit increases will impact our purchasing power in our federal grant funds, child nutrition services, community schools and local funds. 93%of our State funds are used for personnel costs. The remainder is used for classroom supplies and materials,transportation and other supporting services. With state revenues being the primary support for staffing,the district will be paying close attention to any legislative changes that could impact our staffing and service delivery in order to compensate for potential loss of state fund revenue. Our school staffing is based on formulas to ensure fair and equitable distribution of staff and support across all our schools and we will be focused on the alignment of those staffing resources with our strategic plan and goals while providing some flexibility for schools to create the individual environments required that will best meet our students needs and help them achieve success. Local Funds Revenues—FY 2019-20 We continue to evaluate all aspects of district operations as we align resources to ensure we continue to provide the students we serve with the best possible instructional programming possible. As you are aware, the district offers a wide variety of opportunities for our students and parents from dual- language programming, fine arts opportunities, rigorous academic coursework aimed to challenge and engage all students. The funding requested will enable the district to continue its mission and investment in the future of our students. In addition our work in aligning our resources with our strategic plan will help solidify the investment of resources towards continued improvement of our equity efforts and instructional programs. This budget request reflects our needs and the funding we feel are necessary to continuing our existing instructional operations and success. We are fully committed to our partnership with Orange County Living Wage to create a more just and sustainable local economy. As a Living Wage Certified Employer, we are required to certify eligibility every two years. Our most recent certification is valid through January 4, 2020. The hourly rate in place at the year of certification applies for two consecutive years. Although the Orange County Living Wage annual living wage increase for re- certification in 2020 has not yet been determined; the living wage for 2019 is $14.25, or $12.75 with employer-provided health insurance. After a thoughtful analysis of our current wages and other employer compensation, we are confident that the proposed three-percent increase for classified and other staff contained in our continuation funding request will be adequate for our re-certification. In addition to the county appropriation, Chapel Hill-Carrboro City Public Schools will receive approximately $882 thousand from several other sources such as Fines & Forfeitures, tax revenues (sales & ABC), indirect cost and miscellaneous. We are also proposing that the Board allocate $1.5 million of fund balance so as to decrease the balance currently maintained to be closer to the target requested by the county commissioners. It should be noted however that the use of those funds would leave the district with only 1 month operating cash should any emergencies arise. Given recent events CHCCS Superintendent's Budget Request 2019-2020 such as the dual hurricanes this fall, using these funds does give us pause related to this allocation; however, this request reflects the effort to maximize the use of our resources encouraged the commissioners. The intent would be to use these funds towards 1-time capital outlay and technology related needs across the district that is not part of our one-to-one capital project. Chapel Hill-Carrboro City Schools Continuation Requirements—FY 2019-20 The following provide some details related to the districts' annual continuing operational needs and how those needs align with our students. Chapel Hill-Carrboro City Student Growth—Average Daily Membership (ADM) Student Membership/History Projection 12,750 CHCCS Charter School Students 179 169 218 12,250 179 175 11,750 -- 2,239 12,335 1 5 12,076 12,11-3 11,965 11,250 FY 2014-15 FY 2015-16 FY 2016-17 FY 2017-18 FY 2018-19 Projected FY 2019-20 Currently for FY 2018-19 the County provides general appropriation funding at approximately$4,165 per pupil for a net total of 12,387 public school students through the Chapel Hill-Carrboro City Public Schools budget. The actual students for FY 2018-19 is split at 12,335 (98.6%) for CHCCS students being served (including approximately 250 out-of-district students) and 169 (1.4%) charter school students. The County provides funding net of the out-of-district students and it is based on projected NCDPI figures for the district. The charter school students are spread through 22 different charter schools and across several counties. This data shows that CHCCS is the public school choice destination for our families and we are very proud of that choice. Growth projections have total county student numbers remaining relatively stable with minimal gain. State-wide there is evidence of a declining school age population from birthrate data. As such we expect relatively flat student population overall. Total projected public school students for FY 2019- 20 for Chapel Hill-Carrboro City schools are 12.534 with CHCCS projected at 12,355 students (98.6%) and the charter schools projected at 179 students (1.4%). We are requesting funds for a CHCCS Superintendent's Budget Request 2019-2020 projected 30 student increase of$123,780. The CHCCS only projection used is the DPI projection and that is 3 below the county's SAPFO projection of 12,358. Local Continuation Funding Requirements The incremental local continuation budget requirement for Chapel Hill-Carrboro City Public Schools is $3,598,872, which is a 7.0% increase to maintain current operational services — AS IS. This is comprised of three main sections: Student Growth impacts, Operational/Inflationary impacts, and Salary/Benefit legislative impacts. The highlights of our base budget requirements to sustain our current level of operations are as follows: A) Net funding required for students at the current per-pupil funding of$4,126 would be a net increase of funds of $123,780. That is comprised of a projected increase CHCCS students from the prior year of 20 and an increase in charter school students of 10. The net change in students for CHCCS is projected using the state projection at this time for consistency from year-to-year. Overall the district has relatively stable student numbers from year-to-year(see prior section). B) The requirement for operational costs is a net increase of $237,715. Operational costs include items for utilities, maintenance, supplies, and others required for district facilities as well as supplies & materials for classrooms funded from local resources. We used the Consumers Price Index (CP1 Dept. of Labor — Dec 2018) for our projections. This section reflects the following: 1) Inflationary costs for operations from FY 2018-19 are $198,613 that reflects the application of the CPI increase of 1.9%applied to our local non-salary expenditures. 2) Projected increase in utility/energy costs are projected at $39,102 and reflect the CPI average increase in this category of 1.1%. 3) The district has no new square footage coming on-line in FY 2019-20. As such we are not requesting any continuation funds for operational costs this year. 4) We continue to work on our sustainability initiatives related to being good stewards of our resources and environments. As we achieve savings in these areas they are reinvested towards our sustainability efforts. C) Salary and Benefit requirements for local staff (est. 888 FTE) total $3,237,377. This breaks down as follows: • The state appears intent to increasing salaries this next year for teachers and for classified staff. Teacher's average increase is projected at 5.0% and classified staff at 3%. This impact on locally paid staff would be $1,821,339 with the FICA benefit portion being 139,332. This also includes the impact on the local teacher supplement. This request also ensures the district meets the requirements of providing a living wage for its employees under policy 6424/7061. • There is currently projected to be a 4.0% increase required for employer's hospitalization. This will increase that cost by $250 per person to $6,354, for a total additional cost of$222,175 for local staff. • The other portion of the benefit increase is related to the impact on the state's retirement rate increasing by 1.5% to 19.34%, which is a percent of salary. The retirement rate impact is an increase of$1,054,531 for local staff. CHCCS Superintendent's Budget Request 2019-2020 Expansion Funding Requests from Local Funds We are requesting minimal funds for program expansion or new programs in the district at this time. Our primary focus this year will be on aligning our resources with our strategic plan and ensuring all are maximized. The following are some points of pride from our work this past year: • CHCCS has the highest average SAT and ACT scores in North Carolina. • Our cohort graduation rate continues to outpace the state at 91.6%. • We continue to average 20 students being selected to the Governor's School. • We provide 21" Century learning opportunities for our students through our Academy of Information Technology, Google Apps online learning accounts for all students, technology rich classrooms,and certified technology specialists in all schools. • We offer and continue to expand our advanced learning opportunities through AP courses, gifted specialists throughout the district and our Middle College at Durham Tech. • We provide our students with Fine Arts opportunities and have state and national award winning programs in choral,band,orchestra,drama,ceramics, and visual arts. • We continue to strive for a safe & healthy environment for our students by providing school nurses, school social workers, counselors,resource officers (secondary schools) for all our schools. • We also emphasize healthy living initiatives through our high nutrition standards and physical activity commitments. We know the programs we have implemented over the past few years and continue to strengthen will help our students achieve great things. We are looking within existing resources to sustain this upward momentum and are not looking to the county to provide any changes required for staffing in the district for FY 2019-20. We do request funds to help us accelerate our work surrounding equity, literacy, crisis and mental health services, school safety and expanded academic and enrichment programing for our struggling students. Below are the efforts for which we request county support through additional funds: 1. Increasing our benefit offerings for our staff to include up to 4 weeks of Maternity/Paternity leave for qualifying staff. Based on our current average numbers annually, $450,000 would provide funding to support at least 85 employees at 90% or 75 employees at 100%. This would provide CHCCS with a competitive benefit package to help us recruit and retain high quality teachers and staff. 2. Creating a Comprehensive Social/Emotional programming to build a continuum of services for our youth would require$232,000. Students need to understand how to regulate their emotions,build positive relationships,make responsible decisions, and understand what it means to care about self and others. Through additional financial support, Student Services will be able to create a social and emotional(SEL)district-wide program that will support the development of aforementioned skills which promotes student success. We will use these funds to create programming that helps with trauma and socially sensitive training,restorative practices and provides the supports our students need to learn in a safe and supportive environment. 3. Core Equity and Culturally relevant literacy content training for the district. This work is the cornerstone of our strategic plan and efforts to ensure our district closes all achievement gaps. We will be collaborating with Orange County Schools in this work so as to create the cohesive understanding surrounding equity our community expects. We are requesting CHCCS Superintendent's Budget Request 2019-2020 $200,000 to support the CHCCS district work surrounding equity and culturally relevant curriculum, specifically literacy in the school year 2019-2020. 4. Expanded summer programming for elementary school and exceptional children students in need of extra academic supports at $300,000. As is evidenced on the graphic below we are seeing data that shows a significant drop in students' literacy skill comprehension over the summer months. Note the drops between EOY and BOY results (84 to 71 —summer of 2017 and 82 to 65 - summer of 2018). We want to offer an expanded summer program that will focus on instructional effort as well as targeted enrichment areas to help with our literacy gaps we see in our data. This should enable our students to start the next school year ready to learn and on or close to grade level on day one. Text Reading Comprehension (TRC) 100 84.0 71.1 71.3 82.2 75 56.6 53.7 66.0 51.6 65.9 69.3 62.2 n n n 42.1 50 25 I I I I I I I I 0 II K K K 1st 1st K K K 1st 1st K K BOY MOY EOY BOY MOY BOY MOY EOY BOY MOY BOY MOY 1617 1617 1617 1718 1718 1718 1718 1718 1819 1819 1819 1819 5. In addition to the programming requests above our district sees a critical need for immediate work related to School Safety. This request will help us implement phase I at $750,000 of this work by immediately getting the following items in our schools or upgraded to working and current equipment. This will be a 3 year project containing the following items: • Emergency digital radio systems to ensure all can be notified and communicate during any school emergency. We currently have radio equipment that is antiquated. Schools and resource officers cannot communicate effectively with first responders. • Intercom systems (Interior and Exterior) upgraded or repaired to ensure clear communication is available in our schools for emergencies and announcements. • ADA compliance upgraded and implementations to ensure we meet all ADA compliance concerns specifically related to emergency response aspects of this work. (Stairwell evacuations are an example). • Continued work to enhance our door access control systems and identification systems to ensure our schools remain safe and secure for students and staff. The total of these Expansion Request items is $1,932,000. Through our work with strategic plan alignment with a focus on providing some flexibility in resource allocation in relation to that plan we feel we can further maximize the districts resources in more targeted efforts. This will allow for each school to meet their unique needs and align with their school improvement plans. However, to jump start that work, ensure we can support our student's needs and continue our improvements for the safety of our schools we respectively ask the county for funding related to the above expansion items. CHCCS Superintendent's Budget Request 2019-2020 Federal and Other Revenues Currently we are assuming flat funding for federal grant funds and planning for as-is for our other grant funds. We are planning for our enterprise funds to maintain consistent operations and adjust as may be needed for any salary and benefit increases. We are cautious about what the overall federal education budget may mean for public schools. The Federal budget is moving towards a more competitive grant funding model rather than straight entitlement type funding. Given our district's demographic data and academic achievement this could mean less availability of federal funds. We do not have sufficient information to adjust our revenue outlook further at this time, but we continue to monitor those developments. Our federal funds are used to support our Exceptional Children programs primarily(59%) and our at- risk schools who qualify for Title I targeted assistance funding (26%). We also receive funding through Title II (4%) to support our professional development efforts with our staff to ensure we have high quality professionals working with our students. There are also supplemental funds for Limited English programs (5%) and Homeless students (2%) as well as some support for CTE programs in the district(2%). Child Nutrition Services through the current contract service provider will balance their budget within any projected revenues. This service area is an enterprise fund so it is intended to be self-supporting, however it is currently supported through some local funding. The current service contract expires in June 2020 so the services will be reviewed during the next fiscal year. Community Schools offers After School Care programming in our elementary schools. It is also an enterprise fund intended to be self-supporting. They provide care and educational/enrichment programs for our students in a safe and supportive environment. They will manage their budget within their revenues. Below is a summary of our projected revenues and change from the current year: Fund Description Projected FY 2019- %of Change from Prior 20 Total Year 1 State of North Carolina 80,960,670 43.2% 4,715,059 2 County Appropriation/Supp Tax 86,086,455 45.9% 5,530,872 3 Federal Sources 4,282,176 2.3% 0 8 Other Sources 2,625,968 1.4% 0 Subtotal Operating Revenue 173,955,269 92.7% 10,245,931 5 Child Nutrition 4,664,006 2.5% 0 7 Community Schools 2,128,885 1.1% 0 4 Capital Projects 2,436,568 1,288,893 4 Lottery Funds 851,650 27,931 4 Article 46 Sales Tax-1/4 Cent 1,153,272 44,357 4 Facility Improvements 607,300 0 4 Capital Outlay-recurring 1,821,900 0 4 Debt Bonds(2/3 Net) 0 -1,241,117 Subtotal Capital Revenue* 6,870,690 3.7% 120,064 Total Revenue CHCCS 187,618,850 100.0% 10,365,995 5.8% * Capital revenue does not reflect the School Bond funds CHCCS Superintendent's Budget Request 2019-2020 Summary FY 2019-20 Budget Request The Board of Education's funding desire is to help sustain our upward trends in student performance by continuing to engage, empower, and inspire our students and staff through our instructional programs and service delivery. The total District Appropriation request of$5,530,872 would help us greatly continue our important work thru sustaining operations with continuation funds of$3,598,872, to fund our students and staff s continuation "as-is" needs and our limited expansion funding recommendation of$1,932,000 to ensure we can keep our programs and schools moving forward. We are excited about our plans for deliberate EQUITY training throughout the district and county with a joint effort with both school systems as well as our own CHCCS efforts to integrate the equity lens throughout our district from operational levels to the schools and the classrooms. We know these efforts will help us change predictable outcomes for our students who are victims of the achievement gaps. All of our work will be tied to our strategic plan and a huge cornerstone piece surrounding EQUITY across all aspects of our work is going to help our students, staff and community flourish. By providing our students with expanded opportunities for academic enrichment through summer school, extended day, clubs and other activities we know we are going to make great achievement gains. By emphasizing the WHOLE CHILD thru our social/emotional programming efforts under Student Services we'll also be adding that extra support our students and parents need to be successful in the classroom and beyond. Our constant evaluation of our facility needs helps us to always make sure we are putting student and staff safety first. Our safety initiative will enable us to ensure we are creating that safe and welcoming environment for our students and enable us to respond well in any crisis. We continue to turn a critical eye towards our existing programs and resources while employing new and innovative programs to engage our most at-risk youth and provide them the tools and opportunities they will need to be successful in life. At the same time CHCCS is implementing programs that address the needs of our most accelerated learners so that all of our students can achieve at their full potential. Expanding the opportunities for our students is also critical for our students and families as continues to be exhibited in the fantastic work and collaborative efforts with the CHCCS Foundation, our PTA Council and other active advisory groups. It is crucial that we have the resources and strong partnerships necessary to offset any challenges while continuing to meet our students' needs in offering high-quality instructional programs. Offering a competitive benefit plan for our employees to include maternity/paternity leave would ensure we can continue to put high quality instructional staff in front of our students. We will serve over 12,350 students in our schools ready to learn this fall and we remain committed to serving each and every one of them. The support of our parents, community, business partners, the Chapel Hill-Carrboro City Commissioners and others is crucial to help our students succeed. BE IT RESOLVED that the Board of Education of Chapel Hill-Carrboro City Schools submits its budget request and the authorization to increase the special district tax by $0.0470 per $100 property valuation (up to a total assessment of $0.2488 per $100 of property valuation), as needed, to fully fund our budget request to the Orange County Manager and Orange County Board of Commissioners. Thank you for considering our funding request for fiscal year 2019-2020. CHCCS Superintendent's Budget Request 2019-2020 Appendix Tables Appendix A: Chapel Hill-Carrboro City Schools' Local Funding Request Appendix B: Chapel Hill-Carrboro City Schools' Projected Revenue Summary Appendix C: Chapel Hill-Carrboro City Schools' Continuation Requirements Appendix D: Chapel Hill-Carrboro City Schools' Capital Improvement Plan (CIP) Our strategic plan can be found on our website at: https://www.chccs.ora/strate,-ic-plan. empower-- Q)q.!0 n gage inspire P o Est. 19O9 Chapel Hill - Carrbobo City Schools - Board of Education's Appendix 2019-2020 LOCAL APPROPRIATION FUNDING REQUEST 2019-2020 CHCCS District Student Projection 12,355 2018-2019 Actual Best 1 of 2 DPI ADM CHCCS 12,335 Projected Student Increase CHCCS 20 Add: Projected Charter School Students 179 Less: Out-of-District Students (250) Total Student Billing Base 12,284 Continuation Budget Requests - LOCAL FUNDS Student Funding at prior year per-pupil (Estimate) 123,780 Operational Inflationary Impacts 237,715 Salary& Benefit Increases-Locally funded staff: Teacher Salary Increase (5%est) 733,282 Classified/Other staff Increase (3%) 532,002 Teacher Supplement Increase (5%est.) 556,055 FICA on projected Salary Increases 139,332 Retirement Rate Increase (1.5%) 1,054,531 Hospitatlization Rate Increase (4%) 222,175 Subtotal Salary& Beenfit Increases 3,237,377 Total Continuation Budget Requests 3,598,872 projected Special District tax increase needed 0.0306 Priority Expansion Requests Maternity/Paternity Leave supplemental income for up-to 4 weeks. The estimate would cover up to 75 employees at 100%or up to 85 employees at 90%. This will help the district provide a very competitive benefit to attract and retain our teaching staff. 450,000 Comprehensive Social/Emotional programming to create continuum of services to ensure students are learning in a supportive and culturally sensitive environment 232,000 Expanded Summer Programming for elementary school and exceptional children students in need of additional academic support 300,000 Professional Development related to Core Equity Training and ensuring Literacy curriculum is culturally relevant 200,000 School Safety Initiaive Funding- Phase 1 (3 yr plan) 750,000 Total Expansion Budget Requests 1,932,000 projected Special District tax increase needed 0.0164 Grand Total of Additional Local Appropriation Requests 5,530,872 projected TOTAL Special District tax increase needed 0.0470 Current Special District Tax Rate $ 0.2018 Authorized Special District Tax Rate to cover BOE Request $ 0.2488 Each penny generates approx. $1.178 million revenue Appendix B Chapel Hill -Carrbobo City Schools-- Local Fund Revenue Projection FY 2019-2020 Actual Actual Budgeted Projected Projected FY 2016-2017 FY 2017-2018 FY 2018-2019 FY 2019-2020 Change from Current Year Student Enrollment CHCCS Student ADM per NCDPI 12,130 12,289 12,335 12,355 20 Charter School Students 179 169 169 179 30 Less:Out of District-Students (229) (244) (250) (250) 0 Total Students 12,080 12,214 12,254 12,284 30 County Appropriation per Pupil 3,868 3,991 4,165 4,650 485 Special District Tax per Pupil 1,880 1,933 1,913 1,908 (5) Total Per-Pupil County Funding 5,748 5,924 6,078 6,558 481 Local Revenues County Appropriation 46,388,977 48,530,520 51,591,855 57,122,727 5,530,872 Special District Tax 22,705,755 23,607,842 23,439,242 23,439,242 0 Subtotal County Appropriation 69,094,732 72,138,362 75,031,097 80,561,969 5,530,872 Other Local Revenues Fines&Forfeitures 389,666 350,000 330,000 330,000 0 Misc Revenues 277,456 213,933 245,000 245,000 0 Sales Tax Revenue 110,011 95,860 100,000 100,000 0 ABC Revenue 45,000 45,000 47,000 47,000 0 Interest Earned 59,843 88,416 50,000 50,000 0 Indirect Cost 107,265 136,887 110,000 110,000 0 Subtotal Other Local Revenues 989,241 930,096 882,000 882,000 0 Specific Local Revenues*1 Health&Safety Funding 1,970,144 2,011,070 1,920,000 1,920,000 0 Tuition-Regular School 197,249 204,878 170,000 170,000 0 Tuition-Preschool 591,784 577,218 550,000 550,000 0 Medicaid Reimbursements 569,931 641,168 450,000 450,000 0 Facility Rentals 250,000 200,000 200,000 200,000 0 Subtotal Specific Local Revenues 3,579,108 3,634,334 3,290,000 3,290,000 0 Appropriated Fund Balance*2 0 0 1,300,000 1,500,000 200,000 Prior Year Supplemental Tax Rev 96,697 61,353 125,000 100,000 (25,000) Subtotal Other Local Revenues 4,665,046 4,625,783 5,597,000 5,772,000 175,000 Total Local Revenues 73,759,778 76,764,145 80,628,097 86,333,969 5,705,872 Local Revenues Less Specific Revenues 70,180,670 73,129,811 77,338,097 83,043,969 5,705,872 Fund Balance-Unassigned *2 7,180,587 9,236,779 7,936,779 6,436,779 (1,500,000) %of Local Revenue 10.2% 12.6% 10.3% 7 8% Months Payroll/Operations 1.2 1.5 1.3 1.0 County Target-5.5% 3,859,937 4,022,140 4,253,595 4,567,418 *1: Specific local revenues if not being used for general operations and those that are restricted in use should be reflected in Other Revenues-Fund 8 and not presented as part of the Fund 2 Local Revenues. We will be adjusting our records for this change in subsequent years. We are presenting in the budget document so as to provide the consistency for comparison purposes with what has been presented in the past. *2: There is some concern that the county fund balance target of 5.5%would be low for our district's local operating budget. We would prefer to ensure we have at least 1 month of operating funds available which is closer to an 8%target at minimum. Currently the Board is committed to using the prior years'fund balance accumulation to offset capital outlay/improvement needs in the district in lieu of asking for expansion funds related to that work. That committment would bring the fund balance down to 1 month's operating funds at the end of FY 2019-2020. APPENDIX C CONTINUATION Budget Requirements - Fiscal Year 2019-20 Category Funding Subtotals by %of Ttl Requests Group Request Continuation Budget Requirements -AS-IS Student Growth Projected FY 2019-20 CHCCS Student Growth @ same $ per pupil as FY 2018-19 $82,520 2.29% 20 students) Charter Schools Student Growth @ same $ per pupil as FY $41,260 1.15% 2019-20 (10 students) A CHCCS Subtotal Projected Student Growth @ same$ per $123,780 3.44% pupil as FY 2018-19- net projected change of 30 students Operational Costs Inflationary Cost required for Classroom Supplies & $198,613 5.52% Materials &other nonsalary items- CPI increase 1.9%2018 Inflationary Cost required for Utilities/Energy Cost required $39,102 - avg 1.1% increase 2018 Operational Costs for FY 19-20 New Square Footage"" $0 0.00% B Subtotal Operations Requirement $237,715 6.61% Salary and Benefits Estimated Salary Increase for Certified Staff 5.0%avg) $733,282 20.38% Estimated Salary Increase for Non-Certified Staff**(3.0% $532,002 14.78% inclusive of state projected and living wage) Estimated Increase for Local Supplement (matching state $556,055 15.45% salary increases) FICA Increase on Salary increases $139,332 State Employee Benefit Impact Retirement Rate Increase $1,054,531 29.30% 1.5%from 18.86%to 20.36% Hospitalization Increase- Employer Cost 4% increase from $222,175 6.17% $6104 to $6,354 per employee ($250 pp) C Subtotal Salary and Benefit Requirement $3,237,377 89.96% Subtotal Continuation Funding Requirements $3,598,872 100.00% Projected Increase in Dollars Per-Pupil for Continuation $449 ^^ Operational costs for new square footage will be an item in FY 2020-21 as the new CHHS building progresses. ** Living wage for 2019 is$14.25, or$12.75 with employer-provided health insurance. CHAPEL HILL-CARRBORO CITY SCHOOLS CAPITAL INVESTMENTS PLAN 2019-2029 Im page 1 of 3 EXPENDITURES PENDING 2018-19 Budgeted Year 1 Year 2 Year 3 Year 4 Year 5 Five Year Years 6 to 10 PROJECT TITLE ottery Funded Project 2019-20 2020-21 2021-22 2022-23 2023-24 Total 2024-29 ADA Requirements 35,000 35,000 35,000 50,000 50,000 50,000 220,000 250,000 Abatement Projects - District Abatement Projects 150,000 50,000 50,000 50,000 50,000 50,000 1 250,000 250,000 Phillips:Complete Remove Asbestos Floor Tile 150,000 150,000 300,000 Athletic Facilities CHHS:Athletic Field Improvements - Carrboro HS: Field Improvements 100,000 100,000 ECHHS: Field Improvements 175,000 91,418 1 266,418 Middle Schools:Tracks - 500,000 Classroom/Building Improvements - Seawell: PODs Casework for HVAC 75,000 211,374 211,374 Phillips:4 Science Classrooms Casework - Phillips:Correct water inflitration 175,000 1 175,000 Playground Equipment:Seawell,Carrboro, Estes F 200,000 200,000 200,000 200,000 800,000 McDougleElm/MS:Clasroom Casework - 500,000 Doors/Hardware/Canopies - District Hardware and Door Replacements 50,000 75,000 100,000 100,000 100,000 100,000 475,000 150,000 Seawell: Expand canopies - 120,000 FPG:Canopy at Kiss n Go and Bus Circle - 150,000 Ephesus:Canopy at Kiss and Go 150,000 150,000 Electrical Systems 75,000 All Schools: Electrical Installations 125,000 150,000 150,000 150,000 150,000 725,000 650,000 Energy Efficiency/Lighting Improvemnets 231,867 - 500,000 Ephesus/Seawell:Replace pneumatic controls 200,000 200,000 MCDElm:complete conversion from pneumatic 200,137 200,137 ECHHS:Conversion to Digital Controls 200,000 500,000 700,000 Fire/Safety/Security Systems Security Systems: Camera Upgrades/Expansions/ 23,307 100,000 150,000 200,000 200,000 200,000 850,000 500,000 FPG Intercom System 106,734 106,734 ECHHS Intercom System Indoor Air Quality Improvements District IAQ Projects 25,000 50,000 50,000 50,000 75,000 75,000 300,000 200,000 Rental Space 140,000 143,000 145,000 148,000 150,000 726,000 730,000 Paving:Parking Lots/Driveways/Walkways 100,000 50,000 50,000 McD Mdl: bus driveway and parking lot paving 53,297 53,297 ECHHS:bus driveway and parking lot paving 75,000 75,000 Roofing/Building Waterproofing Projects - Glenwood/EstesHills/Ephesus/FPGraham:window seals 200,000 Smith: Roof project(at 20 years)/envelope seal 573,449 1,000,000 1,573,449 750,000 Scroggs/Phillips: brick pointing/envelope seal 154,650 154,650 ECHHS: Roof project(at 25 years) - 2,500,000 Storm Water Management 200,000 Restorations/certifications 1 50,000 50,000 50,000 50,000 60,000 60,000 270,000 CHAPEL HILL-CARRBORO CITY SCHOOLS CAPITAL INVESTMENTS PLAN 2018-2028 , , page 2 of 3 PENDING 2018-19 Budgeted Year 1 Year 2 Year 3 Year 4 Year 5 Five Year Years 6 to 10 PROJECT TITLE ottery Funded Project 2019-20 2020-21 2021-22 2022-23 2023-24 Total 2024-29 Mechanical Systems 200,000 200,000 McDougle: HVAC Systems: replace pheumatic co - Rashkis:Chiller replacement 626,727 Sustainability Investment 100,000 100,000 100,000 100,000 100,000 500,000 Information Technology-IT 961,761 1,619,281 1,607,179 787,074 900,000 5,875,295 9,262,513 Article 46 Sales Tax-Funded Projects - -Technology:Student Access Computing Devices 548,706 570,654 593,480 617,219 642,000 2,972,059 1 3,476,782 -Improvements at Older Schools: - 3,476,782 -Culbreth: HVAC Controls/Heat Pumps Replacement 154,566 180,055 334,621 -MdDougleMdl: replace pneumatic controls/EMP Controls 203,899 250,000 157,165 611,064 -CarrboroElm:Auditorium HVAC 150,000 150,000 Glenwood: HVAC Energy Management Controls 150,000 150,000 -Ephesus: HVAC Controls 125,000 125,000 -EstesHills/Glenwood/CarrboroElm: boiler replacements 100,000 100,000 Smith: chiller replacements 375,000 375,000 -Seawell: POD classrooms HVAC units/Lawlor Bld 200,000 218,749 175,000 593,749 -TransprotationCenter: HVAC replace gas pack units 75,000 75,000 -Phillips:Auditorium/Band Room HVAC/Gym Units 285,000 225,000 510,000 -ECHHS:Chiller 2 Replacement/Cooling Tower 250,000 150,000 400,000 Contingency 1,240,512 600,900 631,179 868,833 3,341,424 TOTAL CIP EXPENDITURES 815,174 5,748,790 5,343,652 4,834,034 4,634,630 4,884,165 25,245,271 24,792,804 232,165 add to Article 46 CAPITAL FUNDING SOURCES 2018-19 Budgeted Year 1 Year 2 Year 3 Year 4 Year 5 Five Year Years 6 to 10 2019-20 2020-21 2021-22 2022-23 2023-24 Total 2024-29 Long Range Pay-As-You-Go Funds 2,352,423 2,436,568 2,485,299 2,535,005 2,585,705 2,637,420 12,679,998 13,999,740 Lottery Funds-Budgeted 815,174 851,650 851,650 851,650 851,650 851,650 4,258,250 4,258,250 Facility Improvements-5 Year Funding 600,900 607,300 607,300 - - - 1,214,600 - Article 46 Sales Tax-1/4 Cent 1,097,411 1,153,272 1,199,403 1,247,379 1,297,274 1,349,165 6,246,493 7,599,813 TOTAL CIP FUNDING 4,865,908 5,048,790 5,143,652 4,634,034 4,734,630 4,838,235 24,399,341 1 25,857,803 700,000 200,000 200,000 (100,000) 45,930 Projected through Five Year 2016 SCHOOL BOND - $72,108,000 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 Total PROJECTS: Chapel Hill High School Renovation Project 25,700,000 33,800,000 11,050,000 1 70,550,000 Lincoln Center Campus 1,558,000 1 1,558,000