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Home My WebLink AboutCFE agenda 01102022 AGENDA Orange County Commission for the Environment January 10t", 2022 7:30 p.m. Virtual Meeting Time Item Title 7:30 I. Call to Order 7:31 II. Additions or Changes to Agenda 7:33 III. Approval of DRAFT Minutes — December 13t", 2021 The CFE will consider approval of minutes from the last meeting. Action needed (Attachment 1) 7:35 IV. CFE Officer Nominations and Elections- Action Item The CFE will nominate members to serve as Chair and Vice Chair for the following year. Once nominees are decided,the CFE will vote.Action needed 7:50 V. Community Climate Action Grant Proposal Review Asset Management Director Steven Arndt will present materials for the Chapel Hill/Carrboro Schools grant proposal.CFE will discuss and vote.Action needed(Attachment 2) 8:45 VI. Updates and Information Items Staff and/or CFE members will provide updates on the following items: Any other new information from CFE members and staff 9:00 VII. Adjournment *Next Meeting Date: February 14t,2022;if requested by CFE (Virtual) Attachment 1 Orange County Commission for the Environment Meeting Summary December 13, 2021; 7:30 pm ortual Go To Meeting Present: Kim Piracci, Kim Livingston, Bradley Saul, Frank Binkowski, Bill Ward, Eric Scheier, Jaya Nair, Kristie Mather, Carrie Fletcher, James Eichel, Elizabeth McWhorter, Ulrich Hartmond Absent: Alan Parry(excused), Jeremy Marzuola(excused), Veronica Penn Beattie (excused) I. Call to Order Kim Piracci called the meeting to order at 7:32 pm. II. Additions or Changes to Agenda Kalani Allen, DEAPR Administrative Support, requested to go ahead and notify the CFE of the upcoming annual Nature of Orange Photography Contest presented by DEAPR. Historically, the CFE has sponsored the contest and Kalani asked if they would like to continue and the CFE agreed to. Motion by Kim Livingston; seconded by James Eichel; none opposed; motion passed. III. Approval of Draft Minutes—November 8t", 2021 Motion by Bradley Saul; seconded by Carrie Fletcher; none opposed; motion passed. IV. CFE Annual Report and Work Plan -Discussion Chris Hirni led a discussion on finalizing the CFE Annual Report and Work Plan that is due to the Clerk's Office by Friday January 14, 2022. With direction by the CFE, Chris completed edits to the document and the CFE agreed that the document was ready to submit. Motion by Frank Binkowski; seconded by Kristie Mather; none opposed; motion passed. V. Committee Breakouts The CFE broke out into committee assignments to discuss goals/projects for the year. VI. Updates and Information Items - Chris Hirni discussed staff findings on meeting frequency policy. Current meeting frequency of once per month is what has been agreed upon by the CFE and posted to the public but special/emergency meetings can be held if needed. If subcommittees would like to meet more often, then that is permissible,but if a quorum will be present then the subcommittee will need to post the upcoming meeting to the public, Page 1 of 2 Orange County Commission for the Environment Meeting Summary December 13, 2021; 7:30 pm ortual Go To Meeting put together an agenda, take minutes and submit them to the Clerk to the Board for retention and distribution to the BOCC. - Wesley Poole discussed new member orientation that would be held on January 10, 2022. The regular CFE meeting will start at 7:30pm that night via Zoom,but new members coming on in January along with any other recent new members that would like to attend would be invited to join in at 7:00pm to discuss CFE policy and what to expect. - Kim Piracci notified the CFE of the upcoming 2020 Officer Election(Chair&Vice Chair positions)that would be held at the next CFE meeting in January. Kim stated that she would like to pass on the Chair position to another member of the CFE so be thinking about it. - Wesley Poole informed the CFE that Steven Arndt, Orange County Asset Management Services Director and Brennan Bouma's former supervisor, had received a Community Climate Action Grant proposal from the Chapel Hill/ Carrboro School System. Wesley stated that Steven had e-mailed CFE members a copy of the application and would like the CFE to review and be ready to discuss/ vote at the next CFE meeting in January. CFE members had a couple questions regarding the application, so staff will be forwarding those to Steven for answers prior to the meeting. VIL Adjournment Frank Binkowski motioned to adjourn the meeting at 9:10 pm; seconded by Carrie Fletcher; none opposed; motion passed. Page 2 of 2 ATTACHMENT 2 Community Climate Action Grant Program Application FY 2021-22 SUBMISSION CHECKLIST Primary Applicant Organization: Chapel Hill-Carrboro City Schools Project Name: Creating a Solar Future at CHCCS Section Subsection Cover Page ® Applicant and Collaborator/Partner Contact Information ® Funding Request Summary ® Signed Application Cover Page Disclosure ® Signed Disclosure of Conflicts of Interest and Clause Applicant Organization and ❑ Applicant organization's Date of Incorporation (if applicable) Collaborator Information ❑ Applicant organization's Purpose/Mission(if applicable) ® Living Wage ❑ Schedule of Positions(if applicable) Project Information ® Project Name ® Project Description and Climate Plan Alignment ❑ Collaborator Information(if applicable) ® Criteria-Specific Sections 1-7 Attachments ® Applicant Organization's Annual Budget and Proposed Project Budget(Use template provided) (A description of these items is available on page 13:"Description ® Applicable Financial Records to prove eligibility: IRS Federal Form 990 or of Required Attachments."Please Applicant Organization's Tax Returns from 2019 contact us if it will not be possible to provide any of these ® Applicable Financial Records to prove eligibility of collaborator/partner(if required attachments at the time they are receiving project funds): IRS Federal Form 990 or Tax Returns from of application: 2019 bbouma(a,oranuecountync.uov) ® List of members of organization's Governing Board(if Board exists) ® Solid Waste Program Fee(SWPF)Verification (for commercial property owners and renters) ® Certificate of Insurance Page 1 of 17 COVER PAGE Applicant Organization's Contact Information Organization's Legal Name: Chapel Hill-Carrboro City Schools Physical Address: Lincoln Center, 750 S Merritt Mill Rd, Chapel Hill, NC 27516 Mailing Address: Lincoln Center, 750 S Merritt Mill Rd, Chapel Hill, NC 27516 Web Address: https://www.chccs.org/ Telephone Number: (919) 967-8211 E-Mail: tblair@chccs.kl2.nc.us Tax ID Number: 56-6001004 Fundine Request Summary Please list all Fiscal Year 21-22 Community Climate Action Grant funding requested for the project you are proposing and the proposed use of funds (please list project name only).Applicants will be asked to provide more details on their Proposed project budget in the Budget Worksheets attachment. Project Equipment Operations Personnel Total Creating a Solar Future at CHCCS $250,000 $250,000 Briefly explain your proposed use of funds(2-4 sentences Install a 100kW rooftop photovoltaic array at three campuses: Chapel Hill High School,East Chapel Hill High School, and Carrboro High School,to offset energy consumption,reduce greenhouse gas emissions,and incorporate sustainability-related educational content for Chapel Hill-Carrboro City Schools students. To the best of my knowledge and belief all information and data in this application is true and current. Signature: T;zOmaj &a Applicant's Authorized Signatory Date Page 2 of 17 DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST AND NON- DISCRIMINATION CLAUSE Are any of the Board Members or employees of the organization which will be carrying out this project or their named project collaborators/partners or members of their immediate families,or their business associates... YES NO ❑ ® a)Employees of or closely related to employees of Orange County? ❑ ®b)Members of or closely related to members of the governing bodies of Orange County? ❑ ® c)Current beneficiaries of the program for which funds are being requested? ❑ ® d)Paid providers of goods or services to the program or having other financial interest in the program? If you have answered YES to any question or know of any other potential conflict of interest regarding your application, please provide a full explanation here: NON-DISCRIMINATION Provider agrees as part of consideration of the granting of funds by funding agencies to the parties hereto for themselves,their agents,officials,employees and servants agree not to discriminate in any manner of these basis of race,color,gender,national origin,age,handicap,religion,sexual orientation,gender identity/expression, familial status or veterans status with reference to any activities carried out by the grantee, no matter how remote. The parties hereto further agree in all respects to conform to the provision and intent of Orange County Civil Rights Ordinance, as amended and the Orange County Anti-discrimination Policy. This provision is enforced by action for specific performance, injunctive relief, or other remedy as by law provided;this provision shall be binding on the grantees,the successors and assigns of the parties hereto with reference to the above subject manner. To the best of my knowledge and belief all of the above information is true and current. I acknowledge and understand that the existence of a potential conflict of interest does not necessarily make the program ineligible for funding, but the existence of an undisclosed conflict may result in the termination of any irant awarded. Signature: Tfkvmaj &a&t Applicant's Authorized Signatory Date Page 3 of 17 ORANGE COUNTY NORTH CAROLINA Applicant Organization & Collaborator Information Please provide the following information about the primary applicant organization: Contact Information for Primary Contact,Chief Executive Officer/Executive Director,and Chief Financial Officer Primary Contact Name Tommy Blair Title Director of Sustainability Preferred phone number (910) 599-8744 Email address tblair@chccs.kl2.nc.us Fax number(if applicable) Chief Executive Officer/Executive Director Name Dr. Nyah Hamlett Title Superintendent Preferred phone number (919) 967-8211 x28226 Email address nyahhamlett@chccs.1<12.nc.us Fax number(if applicable) Chief Financial Officer Name Jonathan Scott Title Chief Financial Officer Preferred phone number 919-967-8211 x28261 Email address jscott@chccs.kl2.nc.us Fax number(if applicable) P.O. Box 8181 * Hillsborough, North Carolina 27278 Telephone: 919 245-2626 1. Date of Incorporation (Month/Year): May 1909 The mission of the Chapel Hill-Carrboro City School (CHCCS) district 2. Applicant organization's is to: empower all students to acquire the knowledge, skills and Purpose/Mission (2-4 sentences): insights necessary to live rewarding, productive lives, prepared to contribute positively to the global community. 3. Please provide a brief description of your organization's past CHCCS has a long-standing commitment to acting and operating achievements in carrying out with sustainability as a core component as evidenced by the similar projects and evidence of adoption of Policy 1810. successful record of meeting proposed budgets and (See supplemental documentation) timetables (2-4 sentences): If yes, is this organization an 4. Living Wage: Does this Orange CountyLiving Wage organization pay permanent employees a minimum living Yes Certified Employer? Yes wage? (Yes/No) (Yes/No) If no, please briefly explain. S. Schedule of Positions: a. Number of Full-Time Paid 1,800 Positons: b. Number of Part-Time Paid 300 Positions: 1,200-1,500 during Average hours c. Number of volunteers: normal worked per 2,400-3,000 operating conditions volunteer per month Collaborators: Please provide the following information about all significant collaborators and partners whether or not they will be receiving grant funding for this protect. Feel free to copy and paste Questions "a"through"e" as needed if you have more than one significant collaborator/partner: a. Date of Incorporation N/A (Month/Year): b. Applicant organization's N/A Purpose/Mission (2-4 sentences): Page 5 of 17 c. Please provide a brief description of your organization's past achievements in carrying out similar projects and evidence of N/A successful record of meeting proposed budgets and timetables (2-4 sentences): If yes, is this organization an d. Living Wage: Does this Orange County Living Wade organization pay permanent employees a minimum livin N/A Certified Employer? N/A wage? (Yes/No) (Yes/No) If no, please briefly explain. e. Schedule of Positions: a. Number of Full-Time Paid N/A Positons: b. Number of Part-Time Paid N/A Positions: Average hours c. Number of volunteers: N/A worked per N/A volunteer per month Page 6 of 17 Project Information *Please submit for each project if applying for funding for more than one project. 6. Project Name: Creating a Solar Future at CHCCS Chapel Hill-Carrboro City Schools(CHCCS)paid$2,107,228 over the last 12 calendar months for energy across all campuses and supporting facilities,one of the largest energy consumers in Orange County.Electrical consumption makes up nearly 82%of energy expenses with natural gas accounting for the remaining 18%. Total energy consumption equates to 24,838 tons of emitted greenhouse gasses each year. CHCCS is mindful of its role as one of the largest energy consumers and contributors of greenhouse gasses(GHG)in the Orange County and seeks to reduce its carbon footprint. CHCCS currently does not lease or own any photovoltaic(PV)arrays that produce meaningful energy.This is an unrealized opportunity to meet 7. Please briefly describe the sustainability goals,lower operating expenses,and connect with our proposed project and the target students and community more fully while engaging with an energy source population to benefit from the that is now financially competitive with other means of energy production program. How many people will on a large scale. benefit? (100-300 words) The lease or purchase of three 100kW PV arrays,located at Chapel Hill High School,East Chapel Hill High School,and Carrboro High School would lead to several primary benefits with many ancillary benefits: 1. Reduction in greenhouse gas emissions(332 tons/yr.) 2. Annual electric energy savings(up to$32,844/yr.) 3. Education and awareness opportunities for students,staff,and community(3,844 students,400 staff/yr.) Savings from the proposed arrays would contribute to the lease or purchase of additional PV arrays at other viable CHCCS campuses,pending roof condition and solar window at each school,compounding energy savings and GHG reduction once operational. ❑X Infrastructure/Clean Tech: New ❑ Infrastructure/Clean Tech: Repair 8. Please choose the best ❑ Infrastructure/Clean Tech: Replacement description for the type of ❑X Communication/Education project: ❑ Natural Systems Management/Restoration ❑ Circular Economy/Waste reduction ❑ Analysis/Plan ❑ Other(Please describe): Page 7 of 17 0 Energy Efficiency 9. Please choose the primary 0 Renewable Energy climate change mitigation focus ❑ Beneficial Electrification for this project (select all that apply): ❑ Carbon Sequestration ❑ Other(Please describe): 10. Has your organization or have your collaborators/partners 0 Yes completed projects of this type in 0 Funding used (Please describe): NC Greenpower Solar+Schools the past? If so, what funds were ❑ No used? 11. If this project is not selected for ❑ Other capital or operational funds funding in this round, what other 0 None.This is a unique opportunity. funding might be used to support it within the next 5 years? ❑ Unknown (please describe): 0 Carrboro: https://townofcarrboro.org/928/Community-Climate- Action-Plan 12. Please select the jurisdictions) 0 Chapel Hill: where your project is focused https://www.sustainchapelhiII.org/featured/2020/2/18/climate- and briefly state how your action-and-response-plan project aligns with the relevant 0 Orange County: In progress, please instead show alignment with Climate Action Plans (2-4 the Orange County BOCC Goals and Priorities. sentences). This proposed project aligns with the above plan(s) in the following Please name the action items from each relevant plan that best ways: align with your proposed project: The proposed project supports GHG emission reduction goals and "greening" of the grid. Collaborators and Partners In some projects, collaborators and partners provide essential capacity and connections. If collaborators or partners are an essential part of your project whether or not they are receiving grant funds, please use this section to provide more details. If you are not working with collaborators or partners, please feel free to write N/A in this section and move to the Social Justice and Racial Equity section. 13. Please describe one to three CREATE(https:Hcreateenergy.org/): Providing a successful key template to incorporate curriculum centered around renewables and partnerships/collaborations Page 8 of 17 that add the most value to the supervisory control and data acquisition(SCADA)system design and success of the proposed operation at all three CHCCS High Schools. project: Duke Energy Carolinas&Piedmont Electric Cooperative:Key stakeholders providing grid interconnection and meter data which will be used to calculate energy savings and GHG reduction levels. Criterion 1-Social Justice and Racial Equity 14. Who will directly or indirectly CHCCS High School students and Orange County taxpayers will be benefit from your project? the primary beneficiaries of the proposed array. Please be as specific as possible on the characteristics of those Student Benefits: who will benefit including, 1.Enhanced instruction involving:PV system design,electrical theory, gender, race, age, income level financial metrics,GHG reduction, SCADA system design. and geographic location. 2.Exposure to emerging and established green career opportunities. Also, what are the demographics of the area 3.Potential for collaboration or college credit with NC Community where your project takes College and State College systems. place? Does your project help to Taxpayer Benefits: address any racial disparities in the location it is proposed for? 1.Reduction in operating expenses. 2.Improved air quality due to decreased demand for peaking power Please list any data sources plant operation. used and show the steps of any calculations: 3.Energy savings yield long-term funding for local sustainability initiatives. (See supplemental documentation for data and demographic sources) 15. Please describe any ways in N/A which low-income or marginalized communities/households were engaged in the creation of this project proposal: 16. Please describe any potential Rooftop access to view and safely interact with the array may be negative side effects of the limited to those who cannot physically climb ladders or stairs. CHCCS project and describe the steps will create an online dashboard with real time production and you are taking/will take to performance levels. CHCCS will also investigate the purchase of eliminate or minimize these drones to further enhance learning opportunities and emerging impacts to any low-income or technologies with the student population while providing equitable marginalized access. communities/households: Page 9 of 17 17. Are the impacted residents Negative impact toward local residents is not anticipated with this already aware of the potential project as the array will be rooftop mounted and not readily visible positive and negative impacts from the ground level.PV arrays do not create noise or emissions,thus of your project and the steps causing no disturbance to the community. you are taking? If not, please describe your plan to engage with them and how you will act based on their input: 18. During and after the project, Engagement will center around energy and non-energy benefits related what will your continued to the district's use of renewable energy sources as a method to reduce engagement with the carbon emissions and as a teaching tool to educate our students about community be? employment opportunities in emerging technologies. 19. Please describe any other Large solar arrays are often sequestered behind security fences and aspect of your project that is located in remote areas,removing accessibility to populations who are relevant to Social Justice and unable to afford smaller,residential renewable systems. Creating an Racial Equity: open dashboard will provide an opportunity for the community to engage in renewable energy sources and learn about the transparent financial considerations involved with the lease or purchase of a PV array. Annual reporting will take place to the School Board updating the community on energy production levels,as well as successes and learning opportunities realized. Criterion 2- Emissions Reduced 20. How many tons of greenhouse 332 tons per year. gas emissions will your project reduce/avoid each year? Please list any data sources used and show the steps of any calculations. Feel free to submit in a separate document if clearly labelled: (See supplemental documentation.) 21. For how many years will this Estimated energy production will likely last 25 years with a 2%annual emissions reduction take place decline in performance due to panel and balance-of-system as a result of your project? degradation. Please consider the expected lifetime of the technology/program/impact etc. Page 10 of 17 22. Please describe the location of The proposed arrays will be grid-tied and sub-metered through the the emissions reduction. utility provider. Emissions offsets will directly correlate with Where would fossil fuels have generated kWh production.North Carolina power producers use a been burned if not for your source fuel portfolio similar to the national average which will be used project? For projects creating for future avoided emissions reporting calculations. electricity usage reductions, it can be difficult to determine the location of the power produced. Please feel free to state "Grid-tied electricity reduction" 23. Please describe any other Energy savings from the three proposed100kW arrays will be allocated aspect of your project that is toward the lease or purchase of additional PV arrays until each relevant to the amount of CHCCS campus with a viable site is completed. Any additional energy emissions that it will reduce or savings will fund future energy or sustainability related initiatives. avoid. Criterion 3-Efficient use of Funds 1. Please estimate the impact of your project per grant dollar requested. This cost per unit of impact must reflect the total program budget divided by the total impact of the project described in this application. If the proposed project is new, please write N/A in the first column of the table below, and just fill out the second column. Actual Annual Project Costs (If your proposed project Projected Project Costs expands or accelerates an ongoing effort) Total Cost of Project N/A $250,000 Unit of Impact: N/A 7,920 Total #of tons of greenhouse gases reduced Cost Per Ton of GHG's Reduced N/A $31.56 Unit of Impact: N/A 24,025 Total#of individuals served/benefitted Cost Per Individual Served/Benefitted N/A $10.40 24. Please describe any avoided Each PV array will be net metered and operate for approximately 25 financial costs or savings years. Energy production will offset consumption from Duke Energy related to the project and over Carolinas and Piedmont Electric Cooperative according to their service what period of time those rate schedules. costs will be avoided/reduced: Lifetime avoided costs due to energy savings are an estimated $651,190 over a 25-year period.This includes an annual 2% performance degradation factor but excludes any utility rate escalation Page 11 of 17 or savings from the future leased/purchased PV arrays to ensure a conservative financial outcome. 25. Does your project accelerate or Energy management is an active priority at CHCCS.Offsetting energy expand on existing programs consumption with renewable sources is a continuation of ongoing that already show positive efforts to reduce the energy footprint of our campuses. impact? CHCCS has an internal goal of reaching a composite Energy Use Index (BTU/ft2)of 68 across all campuses with a current EUI of 73. Installing three 100kW arrays would provide a 19.8%improvement in closing this gap. 26. Does your project also take Duke Energy is offering an incentive up to$75,000 per 100kW array advantage of other funding which is scheduled to sunset after 2022.This incentive may apply to sources? both Chapel Hill High School and East Chapel Hill High School locations.Carrboro High School is served and metered by Piedmont Electric Cooperative and does not qualify. Federal incentives may be available up to 30%of the cost of a purchased PV array.Legislation is pending. The 30%credit has not been included in the financial calculation.If realized,the savings will be used exclusively to fund the three proposed PV arrays with any rollover applied to future PV arrays. 27. Would your proposed project This project is the beginning of a larger initiative to curb energy and help you to take advantage of demand load while creating innovative teaching tools for students and funding from other sources staff. besides this grant in the future? Communication with local energy utilities and engineering firms are currently underway to supplement potential PV arrays(if installed) with medium scale battery banks as well as collaborative engagements with other public K-12 schools,Community Colleges and Universities locally and in the United States who are pursuing similar efforts. Demand shedding and onsite energy generation is of particular interest to local utilities. The presence of several large-scale PV arrays on CHCCS campuses would create future collaborative opportunities which would only be partially or fully funded using external sources. CHCCS will also pursue grants to further incorporate SCADA design and implementation into the classroom using National Science Foundation funding and similar sources once PV arrays are in the early phases of construction. 28. Please describe any other N/A aspect of your project that is relevant to the efficient use of grant funds: Page 12 of 17 Criterion 4-Capacity of Applicant 29. Please describe any projects CHCCS has completed projects related to various sustainability that you have completed initiatives including: successfully in the past which are similar to the project you 1. Small scale solar arrays(PV and thermal producing are proposing: approximately 2kW equivalent or less)as a teaching tool for students and staff members. 2. Waste stream diversion utilizing composting strategies and recycling in cafeterias and classrooms. 3. Greenhouse gas emission and energy reduction through building performance measures and control systems. 4. EV charging infrastructure 30. If you are proposing to Other organizations have not been identified at this time,but it is likely collaborate with other future collaborators will be interested in contributing.CHCCS will organizations on this project, include outside organization contributions during the annual please briefly describe their sustainability update presented to the School Board which is open to relevant experience to the the public. project and/or the target population: 31. Please describe any other CHCCS is in a unique position in Orange County to educate and inform relevant expertise or capacity students and members of the community as a trusted resource with over to carry out the project in your 100 years of experience.We currently have the facilities in place to application: integrate the proposed project at no additional expense and an existing audience who will directly benefit from its implementation. Criterion 5 - Local Economic Development 32. How many Orange County Approximately 50%of the full-time staff is a resident of Orange residents are employed by County.It is difficult to discern between our employees who live in your organization? Chatham and Orange Counties,but this number is our best estimate. 33. What percent of project A sealed bidding process will need to take place to find the lowest materials will be purchased responsive responsible bidder(s),per NC government purchasing laws. from sources within Orange Special consideration will be given to Orange County employers and County or North Carolina? employees when this is not a consideration. Page 13 of 17 34. Please describe any other Awarded funds will offset future CHCCS energy expenses by up to aspect of your project that is $33,000 per year for 25 years if the PV arrays are purchased,with a relevant to local economic lower annual payback if leased.Additional PV arrays installed via development. energy savings will compound until all viable sites are completed. These avoided costs will become funding sources for future sustainability and energy endeavors. Criterion 6-Amount and Duration of Engagement 35. Please describe how you will Students from each High School will have the opportunity to learn engage with and/or educate about PV system design,theory and operation.Ongoing energy project participants. monitoring will occur as well as system optimization when components are malfunctioning or performing poorly. Additionally,each student will design a SCADA system to learn about the human to machine interface and how to protect energy producing systems. Representatives from all three High Schools will be invited to host an annual summit to report on the performance of their respective PV array and provide insights to the community followed by an open forum. 36. How will you measure the Success will be measured by number of students exposed to the above success of that engagement or content as well as volunteers acting as school representatives. educational effort? 37. Please describe any other Non-energy benefits are a readily apparent outcome of the proposed aspect of your project that is project.These include but are not limited to: increasing connectivity relevant to the amount, or from the schools to our community,integration of emerging quality, or length of technologies into the classroom,increased understanding of GHG engagement and/or education reporting and equivalencies. that your project will produce. Criterion 7-Time to Complete 38. How much time will your 12-18 months to site,bid,and install arrays at Chapel Hill High School project require to demonstrate and East Chapel Hill High School, 18-36 months to site bid and install the positive impacts you array at Carrboro High School due to the potential need to use energy describe? Page 14 of 17 savings to fund the remaining cost of the third array as it does not qualify for the Duke Energy Carolinas incentive. Submission Guidance Applications are to be submitted as email attachments to Orange County Sustainability Coordinator, Steven Arndt at sarndt@orangecountync.gov. Please also CC the lead staff member supporting the Commission of the Environment,Wesley Poole at wpoole@orangecountync.gov. The Application Submittal Deadline for the Fiscal Year 21-22 round of the Community Climate Action Grant is Tuesday, November 30th 2021 at 5pm. Please note that late, handwritten, or incomplete applications will not be accepted. Submit all documents including attachments in PDF format. This will ensure the original content and formatting is preserved. Digital signatures on applications are accepted. Accommodations for applicants with disabilities or those in need of technical assistance are available upon request. Please contact the Orange County Sustainability Coordinator, Steven Arndt (919-245- 2626, sarndt@orangecountync.gov. )to discuss what is needed. ATTACHMENTS Description of Required Attachments a) Applicant Organization's Budget and Project Budget Please complete the provided budget worksheets for your organization and your proposed project or submit your own budget file(as long as it contains the same information, and in a similar format,as requested in the provided worksheets. Please explain other in your budget). The Budget Worksheets file is available for download from the County website here. Please submit the budget in PDF form as well as in the original editable Excel format. b) IRS Federal Form 990 or 2019 Tax Returns A copy of the applicant organization's most recent Form 990 or IRS Tax Returns is required to determine eligibility. The specific form depends upon the applicant organization's financial activity. Review the IRS' 'guide, for more details. For Form 990-N (e-postcard) filers, include a copy of the postcard, with the organization's application materials. c) List of Board of Directors(if applicable) Provide the following information about each board of director's member: name,telephone number, and address, of each member and the list must identify the principal officers of the governing body, and length of term. Please feel free to use the template provided in Table 2 of the appendix or your own format. d) Solid Waste Program Fee(SWPF)Verification This fee finances Orange County's recycling and waste reduction program. Submit either a.)proof of payment of the applicant organization's FY 2019-20 Solid Waste Program Fee,OR b.)a statement on the applicant organization's letterhead indicating exemption and specify the person(s),business, etc.that is responsible for paying this fee. e) Certificate of Liability Insurance Page 15 of 17 A copy of the applicant organization's current certificate, from the organization's insurance carrier. Table 1 below outlines insurance types and minimums required, for each jurisdiction. If exempt from Worker's Compensation compliance,include a statement explaining why,with the applicant organization's application materials. NOTE: Proof of insurance is not required at the time of application submission. If your agency is approved for funding, documentation of insurance must be provided to the jurisdiction awarding the funding when the contract is awarded. The insurance certificate should reflect the funding jurisdiction as an additional insured party and certificate holder and provide coverage for the duration of the funding period(two years,beginning as early as October 1,2021). If proof of insurance can only be written for one year, an update will be required for all ongoing projects. Renewal certificates must be sent to the jurisdiction 30 days prior to any expiration date, cancellation or modification of any stipulated insurance coverage. NOTE:Upon request,insurance requirements may be reviewed on a case by case basis by the County. Please contact the staff identified on the Submission Requirements on Page 15 if you have questions or would like to request a review of your insurance requirements. APPENDIX Table 1. Forms of Liability Insurance and Minimum Policy Amounts Required INSURANCE ORANGE COUNTY3 Mdkl Worker's Compensation' Limits for Coverage A-Statutory State NC,for each employee Limits for Coverage B -Employers Liability of: $500,000 each accident,$500,000 Bodily Injury by Disease(BID).for each employee $500,000 for BID limit Commercial General $1 million Each Occurrence Liability $2 million Aggregate Automobile Liability $1 million Each Occurrence Professional Liability $1 million Each Occurrence $2 million Aggregate Sexual Abuse& $1 million Each Occurrence Molestation $2 million Aggregate Cyber Liability $1 million Each Occurrence $2 million Aggregate Environmental/Pollution Liability (Required if demolition,use $1 million Each Occurrence of hazardous material or environmentally sensitive) ■ Visit the NC Industrial Commission's website for more information regarding Coverage A. Also, note that if an agency uses subcontractors, it must require subcontractors to have workmen's compensation insurance. Page 16 of 17 ■ Please visit Orange County's Risk Management page for more information about the County's Minimum Insurance Requirements. Table 2 - Contact Information for Board of Directors and Officers of the Board Name Physical Mailing Phone Fax number(if (also title and term Email address length if Officer) Address Address number applicable) See supplemental documentation Page 17 of 17 Production Year Savings 1 $10,948 2 $10,729 3 $10,514 4 $10,304 5 $10,098 Estimated Cost Incentive 6 $9,896 Array 1 (CHHS) $175,000 7 $9,698 Array 2 (ECHHS) $175,000 8 $9,504 Array 3 (CHS) $175,000 9 $9,314 Duke Energy (Up to$75,000 per 100kW array) $150,000 10 $9,128 OC Grant $250,000 11 $8,945 Federal Incentive (Not Included) $157,500 12 $8,766 Total $525,000 $400,000 13 $8,591 Balance to be funded or financed seperately -$125,000 14 $8,419 15 $8,251 16 $8,086 17 $7,924 18 $7,766 19 $7,610 20 $7,458 21 $7,309 22 $7,163 23 $7,020 24 $6,879 25 $6,742 $217,063 Total $651,190 11/30/21,2:41 PM PVWatts Calculator 11 LNREL RESULTS 425,502M/YearlltCaution: Photovoltaic system performance predictions calculated by PVWattse indude and many inherent assumptions and System output may range from 407,503 to 434,224 kWh per year near this location. uncertainties and do not reflect variations between PV technologies nor site-specific characteristics except as represented by Month Solar Radiation AC Energy Value PVWat:0 inputs.For example,PV modules with better performance are not (kWh/m2/day) (kWh) ($) differentiated within PVWatts6 from lesser performing modules.Both NREL and private January companies provide more sophisticated PV 3.82 28,018 2,185 modeling tools(such as the System Advisor Model at https://sam.nrel.gov)that allow for February 4.33 28,387 2,214 more precise and complex modeling of PV systems. The expected range is based on 30 years of March 5.22 37,252 2,906 actual weather data at the given location and is intended to provide an indication of April 6.10 40,933 3,193 the variation you might see. For more information,please refer to this NREL report: May 6.44 44,423 3,465 The Error Report. y June 6.39 41,887 3,267 Disclaimer:The PVWattsO Model("Model") July 6.18 41,631 3,247 is provided by the National Renewable Energy Laboratory ("NREL"), which is operated by the Alliance for Sustainable August 5.78 39,072 3,048 Energy, LLC ("Alliance") for the U.S. Department Of Energy("DOE")and may be used for any purpose whatsoever. September 5.34 35,655 2,781 The names DOE/NREL/ALLIANCE shall not October 4.57 32,250 2,515 be used in any representation,advertising, publicity or other manner whatsoever to endorse or promote any entity that adopts or November 4.21 29,127 2,272 uses the Model.DOE/NRELIALLIANCE shall not provide any support,consulting,training or assistance of any kind with regard to the December 3.59 26,865 2,095 use of the Model or any updates,revisions or new versions of the Model. Annual 5.16 425,500 $ 33,188 YOU AGREE TO INDEMNIFY DOE/NREL/ALLIANCE,AND ITS AFFILIATES, OFFICERS, AGENTS, AND EMPLOYEES AGAINST ANY CLAIM OR DEMAND, INCLUDING REASONABLE ATTORNEYS' Location and Station Identification FEES,RELATED TO YOUR USE, RELIANCE, OR ADOPTION OF THE MODEL FOR ANY PURPOSE WHATSOEVER. THE MODEL IS Requested Location Chapel Hill NC PROVIDED BY DOE/NREL/ALLIANCE'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING BUT NOT Weather Data Source Lat,Lon:35.93,-79.06 1.4 mi LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY Latitude 35.93°N DISCLAIMED. IN NO EVENT SHALL DOE/NREL/ALLIANCE BE LIABLE FOR ANY Longitude 79.06°W SPECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER, INCLUDING BUT NOT LIMITED TO CLAIMS PV System Specifications Commercial ASSOCIATED WITH THE LOSS OF DATA OR y p PROFITS,WHICH MAY RESULT FROM ANY ACTION IN CONTRACT, NEGLIGENCE OR DC System Size 300 kW OTHER TORTIOUS CLAIM THAT ARISES OUT y OF OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THE MODEL. Module Type Premium The energy output range is based on analysis of 30 years of historical weather Array Type Fixed(open rack) data for nearby,and is intended to provide an indication of the possible interannual variability in generation for a Fixed (open Array Tilt 20° rack)PV system at this location. Array Azimuth 180° System Losses 14.08% Inverter Efficiency 96% DC to AC Size Ratio 1.2 Economics Average Retail Electricity Rate 0.078$/kWh Performance Metrics Capacity Factor 16.2% hftps://pvwatts.nrel.gov/pvwafts.php 1/1 Policy Code: 1810 Sustainability Sustainability is the concept of meeting our current needs through behaviors, practices,and policies that do not compromise the ability of future generations to meet their own needs. The Board of Education recognizes sustainability as a guiding principle and believes that the district should be committed to developing and integrating sustainability practices in all aspects of our education system. Sustainability efforts will balance the interconnected areas of education,environment,society,and economy to contribute to a healthy future for our students,faculty,staff,and community.The Board believes that these actions are a natural extension of the district's core mission and values. To effectively achieve these commitments,the Superintendent may develop plans and regulations to implement the sustainability policy. Sustainability will be demonstrated through: A.Sustainable management: Striving to incorporate educational,social,and environmental values in our daily decision- making. Specific areas include, but are not limited to: a. Reducing energy and water consumption. b. Purchasing more sustainable products and materials. c. Reducing waste by cutting consumption and increasing recycling efforts. d. Lessen overall environmental impact B.Sustainability education: Integrating environmental and social sustainability concepts in our education of students. Specific areas include, but are not limited to: a. Encouraging sustainability-focused student organizations and projects. b. Promoting sustainability-related resources for teachers and staff. c. Developing a better understanding of the local, regional,and global impacts of the district's activities. C. Fostering health and well-being: Providing a physical environment that promotes the health, productivity,and safety of students and staff. Specific areas include, but are not limited to: a.Continuing to strengthen the district's nutrition standards and policies. b. Examining the use of more sustainable cleaning products and methods. c. Reducing the district's carbon footprint. d. Providing safe and healthy classroom and workspaces. D.Continual Improvement: Seeking new,expanded and improved ways to create a sustainable and restorative future. Specific areas include, but are not limited to: a.Constructing new buildings and completing renovations to high performance building standards. b. Increasing school,student, parent,and community engagement in goal-setting and decision-making. c. Developing and monitoring indicators of progress toward greater sustainability. d. Promoting and celebrating student and district accomplishments. Cross References: Governing Principle-Stewardship of Resources(policy 1800), Goals of Equipment, Materials and Supplies (policy6500), Resource Conservation(policy6530), Facility Construction(policy9030), High Performance Building Design Criteria (policy 9040),Care and Maintenance of Facilities(9200), Pest Management(9205). Adopted:6/2/11 Chapel Hill-Carrboro Schools 1810 1 of 1 Print Your Result cf you nave energy Data 425,502 Idmwatt-novm of electddty Equivalency Results now a re tteyralculatetl? The sum of the greenhouse gas emissions you entered above is of Carbon Dioxide Equivalent.This is equroalent aaa 0 to: Greenhouse gas emissions from O 65.6 O 757,844` Passenger Mlles driven -hid-dnven by an average m--year passenger vehide COZ emissions from O 33,931 O 29,621 O 333,294 'O 4 'O 36.3 O 54.8 O 1.7' 1 gallons of �f gallons of Pound,of coal Gnkertrucks' w' homes'energy homes' railcars'worth -V onsline -V tliesel gN bumetl worth of '�` use for one elecTnd r of coal burned 9a umed onsumed -@ gasoline year foroneyease , '© 698� �© ' �O 0.0001� �© 36,680,831� = barrmn.,il propane ....etl umber of consumed rylintlen:used power plants umb,ones for home in one year charged _ � barbecues https://www.epa.gov/energy/greenhouse-gas-equivalencies-calculator V ` , 2020 Solid Waste Program Fee $ 3, 124 . 00 � Notice of ayllflerlt TOTAL AMOUNT DUE Date of Notice : Thursday, September 03 , 2020 DUE DATE : November 6, 2020 PAST DUE AFTER : February 12 , 2021 Notice Number and Name Total # of Billed Units 2020-SWPF- 7 Chapel Hill Carrboro City Schools 22 TO : Chapel Hill Carrboro City Schools CONTACT Ms . Ruby Pittman , Finance Director orange County Solid Waste Programs Fee 750 S . Merritt Mill Rd . Email ; recycling@orangecountync , gov Chapel Hill , NC 27516 website , www , orangecountync , gov/recycling TELEPHONE : 919 - 968 - 2788 2020 Solid Waste Programs Fee Property Information # of Cost Fee Amount Messages Property Description Parcel ID Units Per Unit Per Parcel Administrative Offices, Lincoln Center 9778936524 1 x $ 142 . 00 = $ 142 , 00 Carrboro Elementary School 9778679691 1 x $ 142 . 00 = $ 142 . 00 Chapel Hill High School 9779686385 1 x $ 142 , 00 = $ 142 , 00 East Chapel Hill High School 9890141709 1 x $ 142 , 00 = $ 142 . 00 Elizabeth Seawell Elementary School 9779686385 1 x $ 142 , 00 = $ 142 . 00 Ephesus Road Elementary School 9799541734 1 x $ 142 . 00 = $ 142 , 00 Frank Porter Graham Elementary School 9778826281 1 x $ 142 , 00 = $ 142 . 00 Glenwood Elementary School 9798241751 1 x $ 142 .00 = $ 142 , 00 Grey Culbreth Middle School 9777999032 1 x $ 142 , 00 = $ 142 , 00 Mary K . Scroggs Elementary School 9777948803 1 x $ 142 , 00 = $ 142 . 00 McDougle Elementary School 9779037315 1 x $ 142 , 00 = $ 142 , 00 McDougle Middle School 9779026700 1 x $ 142 , 00 = $ 142 . 00 RD Smith Middle School 9779686385 1 x $ 142 , 00 = $ 142 . 00 Rashkis Elementary School 9798777429 1 x $ 142 , 00 = $ 142 , 00 Carrboro High School 9777491405 1 x $ 142 , 00 = $ 142 . 00 Morris Grove Elementary School 9860967750 1 x $ 142 . 00 = $ 142 . 00 Northside Elementary School 9788181797 1 x $ 142 . 00 = $ 142 . 00 1708 High School Rd 9779793970 1 x $ 142 . 00 = $ 142 . 00 Page 1 of 2 # of Cost Fee Amount Messages Property Description ' Parcel ID Units Per Unit Per Parcel 140 West 9788278230 . 00 1 x $ 142 . 00 = $ 142 . 00 140 West 9788278230 , 00 1 x $ 142 . 00 = $ 142 . 00 Estes Hills Elementary and Phillips Middle School 9789655711 2 x $ 142 . 00 = $ 284 , 00 TOTALS 22 $31124 .00 RETURN THE BOTTOM PORTION WITH YOUR PAYMENT MAKE CHECKS PAYABLE TO : _ Orange County Solid Waste I ATTN : Billing 2020 q 2020 -SWPF -7 Chapel Hill Carrboro City Schools MMP$ 3, 124 . 00 , 1207 Eubanks Rd !I Chapel Hill, NC 2751&7177 Amount Enclosed TO CHANGE YOUR MAILING ADDRESS, _ u PLEASE FILL IN YOUR NEW ADDRESS BELOW : Solid Waste Program Fee ADDRESS : CITY : STATE : ZIP : I Page 2 of 2 Enrollment Summary by Ethnicity/Race/Sex as of 09/14/20 American Indian or Black or African Native Hawaiian or Total Total Total Schools Alaska Native Asian Hispanic American Other Pacific Islander White Two or more M/F Enroll. Nonwhite M F % M F I % M F % M F % M F % M F % M F % M F Carrboro ES 2 0 0.4% 13 8 1 4.4% 62 85 30.6% 12 11 4.8% 0 0 0.0% 139 121 54.1% 11 17 5.8% 239 242 481 45.9% Ephesus ES 0 0 0.0% 27 24 14.6% 18 23 11.7% 31 28 16.9% 0 0 0.0% 87 90 50.7% 10 11 6.0% 173 176 349 49.3% Estes Hills ES 0 0 0.0% 24 19 11.0% 29 24 13.5% 19 29 12.2% 0 0 0.0% 104 111 54.8% 18 15 8.4% 194 198 392 45.2% FPG ES 0 1 0.2% 7 1 1.4% 131 147 49.4% 17 18 6.2% 0 0 0.0% 117 94 37.5% 14 16 5.3% 286 277 563 62.5% Glenwood ES 0 0 0.0% 87 72 36.2% 12 12 5.5% 16 22 8.7% 0 0 0.0% 69 85 35.1% 26 38 14.6% 210 229 439 64.9% McDougle ES 0 0 0.0% 13 13 5.2% 36 42 15.7% 32 36 13.7% 0 0 0.0% 147 146 58.8% 22 11 6.6% 250 248 498 41.2% Morris Grove ES 0 0 0.0% 33 29 12.7% 29 37 13.6% 19 18 7.6% 0 0 0.0% 160 126 58.7% 16 20 7.4% 257 230 487 41.3% Northside ES 0 2 0.5% 31 17 11.9% 31 21 12.9% 38 61 24.5% 0 0 0.0% 83 88 42.3% 20 12 7.9% 203 201 404 57.7% Rashkis ES 0 0 0.0% 59 41 22.3% 26 26 11.6% 39 37 17.0% 0 0 0.0% 87 95 40.6% 19 19 8.5% 230 218 448 59.4% Scroggs ES 0 0 0.0% 15 21 8.8% 28 20 11.8% 33 25 14.2% 0 0 0.0% 105 125 56.4% 23 13 8.8% 204 204 408 43.6% Seawell ES 0 0 0.0% 66 71 29.2% 26 22 10.2% 29 29 12.4% 0 0 0.0% 93 86 38.2% 29 18 10.0% 243 226 469 61.8% Culbreth MS 2 0 0.3% 14 17 4.2% 92 101 25.9% 44 39 11.1% 0 0 0.0% 204 187 52.5% 24 21 6.0% 380 365 745 47.5% McDougle MS 0 0 0.0% 15 27 5.6% 90 88 23.9% 32 39 9.5% 1 0 0.1% 216 189 54.3% 23 26 6.6% 377 369 746 45.7% Phillips MS 0 1 0.1% 80 68 21.4% 38 52 13.0% 42 40 11.9% 0 0 0.0% 159 168 47.3% 26 17 6.2% 345 346 691 52.7% Smith MS 0 1 0.1% 83 80 22.1% 53 48 13.7% 31 39 9.5% 0 0 0.0% 211 151 49.2% 25 14 5.3% 403 333 736 50.8% Carrboro HS 0 0 0.0% 16 17 3.9% 104 94 23.3% 36 43 9.3% 0 0 0.0% 267 211 56.3% 33 28 7.2% 456 393 849 43.7% Chapel Hill HS 1 2 0.2% 107 97 13.4% 126 103 15.0% 103 69 11.3% 0 0 0.0% 442 385 54.2% 50 41 6.0% 829 697 1526 45.8% East Chapel Hill HS 1 1 0.1% 150 141 18.9% 87 89 11.4% 84 88 11.2% 0 0 0.0% 380 393 50.2% 56 70 8.2% 758 782 1540 49.8% Phoenix Acad HS 0 0 0.0% 0 1 5.6% 6 1 38.9% 3 3 33.3% 0 0 0.0% 2 0 11.1% 2 0 11.1% 13 5 18 88.9% Hospital 0 0 - 0 0 - 0 0 - 0 0 - 0 0 - 0 0 - 0 0 0 0 0 0.0% TOTAL 1 6 1 8 0.1% 840 764 13.6% 1024 1035 17.5% 660 674 11.3% 1 0 0.0% 13,072 2,851 50.2% 447 407 7.2% 6,050 5,739 1 11,789 1 49.8% 2020-21 14 0.1% 1,604 13.6% 2,059 17.5% 1,334 11.3% 1 0.0% 5,923 50.2% 854 7.2% 6,050 5,739 11,789 49.8% 2019-20 24 0.2% 1,725 14.0% 2,121 17.2% 1,346 10.9% 0 0.0% 6,217 50.5% 873 7.1% 6,285 6,021 12,306 49.5% 2018-19 24 0.2% 1,748 14.2% 2,064 16.8% 1,357 11.0% 0 0.0% 6,259 50.9% 856 7.0% 6,315 5,993 12,308 49.1% 2017-18 27 0.2% 1,765 14.4% 2,008 16.4% 1,371 11.2% 0 0.0% 6,279 51.2% 817 6.7% 6,359 5,908 12,267 49.3% 2016-17 30 0.2% 1,814 15.0% 1,906 15.7% 1,359 11.2% 0 0.0% 6,239 51.5% 756 6.2% 6,284 5,820 12,104 48.5% Summary by ethnicity and gender of all students enrolled on the 20th day of school(PMR 1)with membership last day(MLD)non-violation(NVIO). Data collection:All parents are asked the following 2 questions when registering.They may not be left blank. 1. Ethnicity(Yes or no) Is this student Hispanic/Latino?(A person of Cuban,Mexican,Puerto Rican,South or Central American,or other Spanish culture or origin,regardless of race.) 2. Race(Select at least one) Is this student • American Indian or Alaska Native:A person having origins in any of the original peoples of North and South America(including Central America),and who maintains a tribal affiliation or community attachment. • Asian:A person having origins in any of the original peoples of the For East,Southeast Asia,or the Indian subcontinent including Cambodia,China,India,Japan,Korea,Malaysia,Pakistan,the Philippine Islands, Thailand,and Vietnam. • Black or African American:A person having origins in any of the Black racial groups of Africa. • Native Hawaiian or Other Pacific Islander:A person having origins in any of the original peoples of Hawaii,Guam,Samoa,or other Pacific Islands. • White:A person having origins in any of the original peoples of Europe,the Middle East,or North Africa. Data reporting • Students listed as having Hispanic ethnicity are reported as Hispanic,regardless of the race or races selected • Students listed as having more than one race are reported in the Two or More category;each selected race is not counted individually AW— L I ilLLp ORO,_ • • r . s P. as Board of Education's Adopted Budget Budget for the Fiscal Year Ending June 30, 2021 Chapel Hill — Carrboro City Schools Board of Education Members and Principal Officials Mary Ann Wolf, Chair Amy Fowler, Vice Chair Joal Broun Rani Dasi Jillian LaSerna Ashton Powell Deon Temme Dr. Jim Causby, Interim Superintendent Jessica O'Donovan, Assistant Superintendent for Instructional Services Patrick Abele, Assistant Superintendent for Support Services Jonathan Scott, Interim Chief Financial Officer Lincoln Center 750 South Merritt Mill Road Chapel Hill, NC 27516 (919) 967-8211 www.chccs.org August 13, 2020 ii Table of Contents BudgetMessage.............................................................................................................................................2 StrategicPlan................................................................................................................................9 Boardof Education...................................................................................................................10 OrganizationalChart.................................................................................................................11 SchoolPrincipals........................................................................................................................13 Budget Development Calendar.............................................................................................................14 BudgetResolution.....................................................................................................................................15 Chartof Accounts.......................................................................................................................................22 2020-21 Budgets........................................................................................................................................25 RevenueSummary.....................................................................................................................28 StatePublic School Fund..........................................................................................................33 Local Current Expense Fund..................................................................................................................35 FederalGrants Fund.................................................................................................................................39 CapitalOutlay Fund..................................................................................................................................41 ChildNutrition Fund.................................................................................................................................42 CommunitySchools Fund........................................................................................................................43 OtherSpecific Revenue Fund.................................................................................................................44 CapitalInvestment Plan..........................................................................................................................45 StatisticalProfile........................................................................................................................................47 NetPosition by Component.....................................................................................................48 Changesin Net Position............................................................................................................49 FundBalances.............................................................................................................................51 AverageDaily Membership.....................................................................................................52 SchoolBuilding Data.................................................................................................................53 Appendix........................................................................................................................................................54 Appendix A: Local Allotment Formulas...............................................................................55 Appendix B: State Allotment Formulas................................................................................62 Appendix C: Definition of Revenue Sources........................................................................64 Appendix D: Description and Explanation of Line Items................................................67 1 empowers inspire Budget Message We are currently experiencing unprecedented times in public education. The origins of this budget began in late 2019 while under significantly different economic conditions. Now, the economic landscape continues to shift underneath us. What we thought we could rely on is no longer, certain except for our unified commitment to quality education driven by our strategic plan as we work to empower, inspire, and engage our students. Student Data The District's budget process begins by carefully considering enrollment projections for the upcoming year. State enrollment projections ultimately determine both State and local funding levels. This budget was developed using an adjusted enrollment projection of 12,227. The initial enrollment projection provided by the North Carolina Department of Public Instruction for the Fiscal Year(FY) 2020-21 was 12,312, a decrease of 43 from the prior year. As of March 2020, 166 students from the Chapel Hill - Carrboro City Schools area attended charter schools. Projections indicate an additional 251 students will attend CHCCS from other neighboring districts. In total, the estimated student enrollment differs from the State's estimate of 12,312 to 12,227 for the fiscal year 2020-2021. Continuation Budget Salaries and Wages The local budget resolution includes funding to provide for the Governor signing NC Senate Bill 818 on June 26, 2020. The adopted budget includes $587,500 to provide State mandated teacher step increases for locally funded teacher salaries and matching supplements. Step increases are pay scale levels which are based on teacher experience. For most teachers, the step-increase will equate to $1,000 annually. In order to reaffirm the District's commitment to compensate classified employees in compliance with the Orange County Living Wage, $230,000 is also allotted to address Orange County Living Wage compliance. This will ensure all District employees are paid at minimum in accordance with the updated FY 2020-21 Orange County Living Wage Rate of $14.90 per hour. The combined effect of these items will result in a net increase in salaries and wages in the local operating budget of$817,500. Benefit Increases Federal and State legislation establishes employer required matching rates and annual employer health insurance premiums. Together, these changes require adjustments to our local operational plan as the district must match salary increases for the local portion of teacher salary increases and for all locally-paid employees. As a result of the salary increase of$817,500 the budget must also contain an increase of$62,500 in employer Social Security and Medicare matching expenses. For the FY 2020-21,legislation established the NC State retirement employer matching rate at 21.68%, increasing from the FY 2019-20 rate of 19.70%. This 1.98% increase in the matching rate must be applied to all covered local operating fund employee's wages. The incurred expense will be $466,000. Additionally, there will be a 5.4% increase to the employer-paid health insurance 2 empower inspire premium, increasing it from $6,306 to $6,647. This will incur an additional cost of$279,500 for all locally funded employees participating in the State Health Plan. The net mandated benefit increase to the local operating budget is $808,000. Together, these combined increases in salaries and matching benefits total $1,625,500. Operational Costs The local budget resolution also includes costs for the additional square footage that will be added to Chapel Hill High School once the new building is operational. The additional square footage will be 23,967 ft2, for a total building space of 278,508 ft2. Facility upkeep for the old CHHS buildings was approximately $1.77/ ft2. Anticipated costs are similar for the new facility. Utility costs for CHHS average $1.43/ ft2. A similar utility cost for the new facility is anticipated. The total increased operational costs incurred from the additional square footage equals $78,000. Furthermore, $528,000 is allocated to meet the Board's unwavering commitment to ensure our contracted custodial staff compensation is compliant with the Orange County Living Wage. Additional Operational Costs Chapel Hill High School Addition $90,000 $80,000 $70,000 $60,000 Utility st $35,0��0 $50,000 $40,000 $30,000 Custodial Cost $20,000 $43,000 $10,000 Operational Expenses 3 empower inspire Continuation Budget Summary The continuation budget is composed of salary, wage, and benefit increases that total $1,625,500. It also includes operational costs of$78,000 are needed due to the increased square footage at Chapel Hill High School addition and$528,000 is included to increase wages related to the custodial contract to ensure levels compliant with the Orange County Living Wage. The continuation budget,which reflects the amount of additional funding necessary to continue current operations, is budgeted in total at$2,231,500, which equates to $182.51 per pupil. Total Continuation Budget Expenditures Additional CHHS Sq Ft $78,000 4% i 818 $587,500 6% OC Living Wage- Custodial 1 $528,000 % OC Living $230,011 lei kk $808,000 Expansion Budget Many budget requests were received from our program managers and schools. While these all represent legitimate identified needs,the expansion budget was prioritized to align with the current austere budget environment with a focus on the strategic plan goal of Employee Experience. 4 empower inspire Remove Supplement Cap on Certified Employees (Strategic Plan Goal:Employee Experience) In order to attract and retain experienced staff, the local operating budget provides funding to remove the current supplement cap on certified teachers hired after July 2016. Certified staff who have accrued over 20 or 25 years of teaching experience, will once again be eligible to earn the District's historically higher supplement percentages of 20% or 25%. Increasing the supplement percentages of eligible teachers have been included in the local operating budget at $166,000. Expansion Summary The Expansion Budget totals $166,000 or $13.58 per pupil. With a backdrop of high uncertainty, it focuses the District's extremely limited resources on strategic plan alignment. Continuing to improve the employee experience is critical to addressing the future needs of the District. Removing the 16% supplement cap will allow the District to foster an improved employee experience through additional targeted equitable compensation of its experienced certified teaching staff. Non-Recurring Expenditures for 20-21 Cost for Additional Year of Project Advance (Strategic Plan Goals: Student Success and Employee Experience) State grant funds have provided the funding for Project Advance since December 2016. Additional grant funds will not be available starting in the 2020-2021 school year. The District's Office of Leadership and Strategy has collaborated with NCDPI to allow the remaining balance in State grant funding to carry over into FY 2020-21. These funds were previously set to expire on June 30, 2020. To address the Board's commitment to a one-year continuation of the Project Advance stipends, $428,500 will be available in carryover funds to offset the $968,500 projected overall cost This will reduce the local operating budget requirement to $540,000. This will allow the District to hold qualifying employees harmless during the 2020-21 school year. This will be a non-recurring expense, and will be funded through a one-time appropriation of$540,000 of local fund balance. COVID-19 Re-Entry and Recovery (Strategic Plan Goals: Student Success, Family & Community Engagement, and Organizational Effectiveness) As our schools adapt and overcome the COVD-19 pandemic and transition into what can be described as a new normal, continued planning and funding for re-entry and recovery will be paramount. The overall amount of funding required is still difficult to estimate. However, an allocation of $1,000,000 is included to prepare our schools to transition into various forms of instruction in a way that makes everyone feel safe. The allocation of funds for re-entry will help to ensure that appropriate supports are available to students, staff, and stakeholders. Since this has been an unprecedented time, we do not know what supports our learners will need, but we need to be prepared for the additional cost. 5 empower inspire Non-Recurring Expenditures for FY 2020-21 $1,800,000 $1,600,000 $1,400,000 $1,200,000 1 1 ' '$1,000,000 111 111 $800,000 $600,000 $400,000 Additional Year of Project $200,000 Advance, a 111 Non-Recurring Expeditures Revenues and Operating Transfers In The Orange County Commissioners adopted their budget resolution on June 15,2020. The County adopted budget did not include any increased funding for the local operating budget. After accounting for a slight rebalancing of enrollment levels between the District and Orange County Schools, our county appropriation has been set at $53,395,111. This represents a decrease of $24,000 that will be realized in the local operating budget in FY 2020-21. Additional revenue growth of$225,000, consisting of a $75,000 increase in fines and forfeitures, a $25,000 increase in interest revenue, and a $125,000 increase in our miscellaneous operating revenues will provide a modest net increase of $201,000 to the overall local operating budget revenues. A $528,000 transfer into the local operating budget from Fund 8 is included to offset the costs of the Orange County Living Wage compliance component of the contracted custodial contract. The District Administration may not need to exercise this option next year, but it has been included to balance the budget as required by statute. 6 empower inspire Fund Balance Appropriated The adopted budget reflects a reduction of$24,000 in county appropriations, while maintaining a modest increase of $225,000 in other miscellaneous revenues. This combination will net the District $201,000 to offset a small portion of the continuation and expansion budget. Given that $1,540,000 of the overall increase is targeted toward one-time, non-recurring expenditures,this budget appropriates$1,668,500 in local fund balance to offset those needs. Once the modest increase in local revenue and operating transfers are netted against our modest expenses, a need still remains for an additional $1,668,500 to balance the budget. The District appropriated$3.1 million in fund balance in its amended FY 2019-20 local operating budget. Forecasting the results of reduced operation due to the pandemic, it now appears none of that $3.1 appropriation will be utilized. Furthermore, as a result of optimization of State and Federal funding sources, the District will likely increase the level of its local fund balance at June 30, 2020. As a result, this budget reflects an additional fund balance appropriation of$1,668,500 bringing the total local fund balance appropriation to $3,208,500. This amount of appropriation will allow the District to maintain an actual unreserved undesignated fund balance at a comparable level to FY 2019-20. Summary FY 2020-21 Budget Request More than ever before, it is important to ENGAGE with our community to ensure that we can reopen schools safely and effectively while providing support to students who may need extra assistance to excel throughout the 2020-2021 school year. We will need to retain our talented staff to help our students overcome any obstacles. We intend to do that by providing State- legislated raises, removing the 16% supplement cap, and guaranteeing a Living Wage to all employees. The District's overall desire is to sustain our upward trends in student performance by continuing to empower, inspire, and engage EVERY student and staff members through our instructional programs, and services. The times ahead of us will certainly present challenges. We do not know what the economic outcome will be in the next month,two months, or even the coming years. This local operating budget will EMPOWER us to continue our vital work through remote learning and allowing us to sustain operations. It will ensure we can keep our programs and schools moving forward. Accomplishing the goals identified in our strategic plan will only be possible if our entire community is focused on student academic needs and social and emotional growth through continued funding of our schools. In recent months, we have been INSPIRED as our community has embraced students and families in need by providing daily meals and donating money for additional food for families. Staff, including cafeteria workers, bus drivers, volunteers, custodians, nurses, and social workers, are working hard to ensure that this happens every day in a safe environment. Teachers have professionally transitioned from in-person instruction to remote learning. Administrators are continually communicating plans to parents while easing their worries about the new educational paradigm facing us. Guidance counselors and support staff are helping our students feel connected to schools, reducing anxieties. We have indeed been inspired by each other as we have leaned on one another. empower inspire We want to thank the Board of Education, County Commissioners, County Administration, District Staff,and our entire community for their ongoing commitment to supporting the education of our young people. CHCCS is unwavering in our commitment to ensuring success for EVERY child. Total Board of Education Adopted Local Operating Budget rrCOVID-19 OC Living Wage- entry and Classified Recovery $230,000 111111 6% % r r 1 111 ', 01 : I11 Remove 16% Supplemental Cap $166,000 4% \ � � : 111 Additional CHHS Sq Ft. $78,000 2% g empower inspire Our learning environments are intentionally designed to Our schools exist to provide experiences that empower,inspire empower,inspire and engage students. 0 and engage. (D nm_ empower inspire • Student Success Student Success 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. V 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 ■ =wool,■ that represent an investment in people. CHCCS is committed to the ■ growth,development and care of its employees. Family and 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. 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. (WAWO) 9 empower inspire Board of Education The Board of Education is comprised of those community members elected to set policy and direction for the local school district. The Chapel Hill-Carrboro City Schools Board of Education includes seven members who serve four-year terms. CHCCS School Board's Mission Statement: To facilitate the CHCCS Mission by establishing and maintaining policies that are in the best interest of our students, communicating and engaging with key stakeholders, and hiring and collaborating with the district superintendent. Mary Ann Wolf, Amy Fowler, Chair Vice Chair mawolf@chccs.k12.nc.us afowler@chccs.k12.nc.us � s 1 Ashton Powell Deon Temne Jillian LaSerna apoweII@chccs.k12.nc.us dtemne@chccs.k12.nc.us jiIIian.Iaserna@chccs.k12.nc.us 1 V Joal Broun Rani Dasi jbroun@chccs.k12.nc.us rdasi@chccs.kl2.nc.us Alr.. 10 empower inspire Organizational Chart Office of the Superintendent Jim Causby Interim Superintendent Jeff Nash Public Information Officer(PIO) Julie Hennis Coordinator, Volunteers Misti Williams Senior Executive Director, Leadership & Strategy Lee Williams Executive Director, Equity and Inclusion VACANT Executive Director, Professional Learning Business and Financial Services Division Jonathan Scott Interim Chief Finance Officer (CFO) Liz Cartano Director, School Nutrition VACANT Director, Business and Financial Services Human Resources Division Erika Newkirk Senior Executive Director, Human Resources Quamesha Whitted-Miller Director, Benefits & Operations Sherri Morris Director, Talent Acquisition& HR Programming Instructional Services Division Jessica O'Donovan Assistant Superintendent, Instructional Services Roslyn Moffitt Director, Title I & Family& Community Engagement Kate Kennedy Director, Gifted Education Tim Gibson Executive Director, Elementary Schools & Special Programs Debby Atwater Director, Digital Learning and Library Services VACANT Director, HeadStart/Pre-K Thea Wilson Coordinator, Preschool Disabilities/Early Intervention Helen Atkins Coordinator, English as a Second Language and Dual Language Quincy Williams Executive Director, Secondary Schools & Special Programs (AVID/MC/MSAS) Christy Stanley Director, 6-12 Humanities(English Language Arts, Social Studies, World Language) Debby Atwater Director, Digital Learning and Library Services Kathi Breweur Director, Career and Technical Education Brenda Whiteman Coordinator, Arts (P/T) Support Services Division Patrick Abele Assistant Superintendent, Support Services Eric Allen Executive Director, Facilities Management Brad Johnson Director, Transportation Dave Scott Director, Technical Services Doug Noel Director, Information Technology Operations Scarlett Steinert Director, School Safety& Athletics Dan Schnitzer Director, Sustainability and Capital Projects 11 empower inspire Student Services Carlos Banks Senior Executive Director, Student Services Diane Villwock Executive Director, Assessment and Research Carolyn Gilbert Director, Student Data and Research Scott Fearington Director, Community Schools(Elementary) Catherine Mau Coordinator, Student Enrollment Lessley Mader Executive Director, Exceptional Children and System of Care Janet Cherry Director, System of Care David Bouldin Coordinator, Exceptional Children Compliance and Education Programs Tracy Sanders Coordinator, Nurses and Homebound Vernon Hall Coordinator, Social and Emotional Learning VACANT Coordinator, Exceptional Children Secondary General Curriculum VACANT Coordinator, Exceptional Children Elementary General Curriculum 12 empower inspire School Principals Elementary Schools Jennifer Halsey Carrboro Elementary School Pamela McCann Estes Hills Elementary School Eric Taylor Ephesus Elementary School Channing Bennett Glenwood Elementary School Karen Galassi-Ferrer Frank Porter Graham Aisha Howard McDougle Elementary School Amy Rickard Morris Grove Elementary School Coretta Sharpless Northside Elementary School Janice Croasmun Rashkis Elementary School Crystal Epps Scroggs Elementary School Arrica Dubose Seawell Elementary School Middle Schools April Burko Culbreth Middle School Robert Bales McDougle Middle School Edmon Jones Phillips Middle School Robin Buckrham Smith Middle School High Schools Beverly Rudolph Carrboro High School Charles Blanchard Chapel Hill High School Kenneth Proulx East Chapel Hill High School John Williams Phoenix Academy High School Marry Ruben Hospital School, UNC Hospital 13 empower inspire Budget Development Calendar January 17, 2020 Meeting of both County School Boards(New Hope ES) January 24, 2020 Budget Requests due from Schools and Departments January 29, 2020 Schools presented their Requests to Cabinet based on school data, identified needs, schedules, and special circumstances. February 4, 2020 Continuation of School Presentations from January 29, 2020 February 25, 2020 Joint Meeting* with Board of County Commissioners March 6, 2020 Superintendent submits FY 2020-2021 Proposed Budget Request to the Board of Education March 19, 2020 Board of Education Budget Public Hearing and Work Session April 2, 2020 Board of Education Budget Work Session, Lincoln Center April 14, 2020 Board of County Commissioners Budget Work Session (SHSC) April 16, 2020 Board of Education approves the FY 2020-2021 Budget Request for submission to the Board of Orange County Commissioners April 23, 2020 Joint Meeting* with Board of County Commissioners April 28, 2020 Joint Meeting* with Board of County Commissioners May 12, 2020 Board of Orange County Commissioners Budget Public Hearing May 14, 2020 Board of Orange County Commissioners Budget Work Session (SHSC) May 21, 2020 Board of Orange County Commissioners Budget Work Session May 28, 2020 Board of Orange County Commissioners Budget Work Session(SHSC) June 4, 2020 Board of Orange County Commissioners Budget Public Hearing (SHSC) June 9, 2020 Board of Orange County Commissioners Budget Work Session June TBD, 2020 Board of Orange County Commissioners adopt the FY 2020-2021 Local Fund and Capital Fund budgets August, 2020 Board of Education approves Budget resolutions for all Fund Codes. 14 010 empower inspire Budget Resolution BE IT RESOLVED by the Board of Education of the Chapel Hill-Carrboro City Schools Administrative Unit. Fund 1 Expenditures-The following amounts are hereby appropriated for the operation of the school administrative unit in the State Public School Fund for the fiscal year beginning July 1,2020 and ending June 30, 2021: Instructional Programs: 5100 Regular Instructional Services $ 48,792,193 5200 Special Populations Services 9,140,223 5300 Alternative Programs and Services 4,073,430 5400 School Leadership Services 3,299,195 5800 School-Based Support Services 2,791,518 Subtotal Instructional Programs: 68,096,559 Support Services: 6100 Support and Development Services 185,891 6500 Operational Support Services 4,928,841 6900 Policy,Leadership and Public Relations Services 505,798 Subtotal Support Services: 5,620,530 Total State Expenditures: $ 73,717,089 Fund 1 Revenues-The following revenues are estimated to be available to the State Public School Fund for the fiscal year beginning July 1,2020 and ending June 30,2021: 3100 State Public School Fund Revenue $ 73,717,089 Total State Public School Fund Appropriation: $ 73,717,089 15 Chapel Hill- Carrboro City Schools Budget Resolution 2020 - 2021 Fund 2 Expenditures-The following amounts are hereby appropriated for the operation of the school administrative unit in the Local Current Expense Fund for the fiscal year beginning July 1,2020 and ending June 30, 2021: County ppropriation: Instructional Programs: 5100 Regular Instructional Services $ 26,057,208 5200 Special Populations Services 12,168,996 5300 Alternative Programs and Services 3,782,150 5400 School Leadership Services 5,007,743 5500 Co-Curricular Activities 2,694,483 5800 School-Based Support Services 9,540,347 Subtotal Instructional Programs: 59,250,927 Support Services: 6100 Support and Development Services 1,304,464 6200 Special Population Support and Development Services 677,074 6300 Alternative Programs and Services Support and Development 25,643 Services 6400 Technology Support Services 2,720,454 6500 Operational Support Services 11,064,752 6600 Financial and Human Resource Services 2,732,265 6700 Accountability Services 579,549 6800 System-wide Pupil Support Services 76,772 6900 Policy,Leadership and Public Relations Services 3,050,561 Subtotal Support Services: 22,231,533 Ancillary Services: 7200 Nutrition Services 1,643 Subtotal Ancillary Services: 1,643 Non-Programmed Charges: 8100 Payments to Other Governmental Units 960,530 Subtotal Non-Programmed Charges: 960,530 16 Chapel Hill- Carrboro City Schools Budget Resolution 2020 - 2021 Total Local Current Expense Appropriation: $ 82,444,633 Fund 2 Revenues-The following revenues are hereby estimated to be available the Local Current Expense Fund for the fiscal year beginning July 1,2020 and ending June 30,2021: 3200 State Revenue-Other Funds $ 135,000 4100 Local Sources General 77,663,083 4400 Local Sources-Unrestricted 690,000 4800 Local Sources-Restricted 220,000 4900 Fund Balance Appropriated/Transfer In 3,736,550 Total Local Current Expense Fund Revenue Appropriation: $ 82,444,633 Fund 3 Expenditures-The following amounts are hereby appropriated for the operation of the school administrative unit in the Federal Grant Fund for the fiscal year beginning July 1,2020 and ending June 30,2021: Instructional Programs: 5100 Regular Instructional Services $ 326,965 5200 Special Populations Services 1,939,055 5300 Alternative Programs and Services 932,967 5800 School-Based Support Services 176,207 Subtotal Instructional Programs: 3,375,193 Support Services: 6200 Special Population Support and Development Services 315,666 Alternative Programs and Services Support and Development 6300 Services 206,933 6500 Operational Support Services 105,000 6900 Policy,Leadership and Public Relations Services 50,000 Subtotal Support Services: 677,599 Non-Programmed Charges: 8100 Payments to Other Governmental Units 110,655 8200 Non-Programmed Charges 128,649 17 Chapel Hill- Carrboro City Schools Budget Resolution 2020 - 2021 Subtotal Non-Programmed Charges: 239,304 Total Federal Grant Fund Appropriation: $ 4,292,096 Fund 3 Revenues-The following revenues are estimated to be available to the Federal Grant Fund Revenues for the fiscal year beginning July 1,2020 and ending June 30,2021: PRC 017 Vocational Education-Program Improvements $ 99,902 PRC 049 IDEA Pre-School Handicapped Grant 38,606 PRC 050 Title I 1,370,232 PRC 060 IDEA VI-13 Handicapped 1,972,949 PRC 070 IDEA-Early Intervening Services(EIS) 354,980 PRC 103 Improving Teacher Quality 211,297 PRC 104 Language Acquisition- State Grant 165,454 PRC 108 Student Support and Academic Enrichment 78,676 Total Federal Grant Revenues: $ 4,292,096 Fund 4 Expenditures-The following amounts are hereby appropriated for the operation of the school administrative unit in the Capital Outlay Expense Fund for the fiscal year beginning July 1,2020 and ending June 30,2021: Instructional Programs: 5100 Regular Instructional Services $ 337,480 Subtotal Instructional Programs: 337,480 Support Services: 6400 Technology Support Services 225,000 6500 Operational Support Services 15,000 Subtotal Support Services: 240,000 Auxiliary Services: 7200 Nutrition Services 45,000 Subtotal Auxiliary Services: 45,000 18 Chapel Hill- Carrboro City Schools Budget Resolution 2020 - 2021 Capital Outlay: 9000 Capital Outlay 11,518,376 Subtotal Capital Outlay: 11,518,376 Total Capital Outlay Fund Appropriation: $ 12,140,856 Fund 4 Revenues-The following revenues are estimated to be available to the Capital Outlay Expense Fund for the fiscal year beginning July 1,2020 and ending June 30,2021: 4110 County Appropriation-Recurring Capital $ 1,799,700 4810 County Appropriation-Capital Investment Plan 9,342,502 4900 Fund Balance Appropriated/Transfer In 998,654 Total Capital Outlay Fund Revenue Appropriation: $ 12,140,856 Fund 5 Expenditures-The following amounts are hereby appropriated for the operation of the school administrative unit in the Child Nutrition Services Fund for the fiscal year beginning July 1,2020 and ending June 30,2021: Instructional Programs: 7200 Nutrition Services $ 4,541,000 8100 Payments to Other Governmental Units 203,300 Total Child Nutrition Services Expenditures: $ 4,744,300 Fund 5 Revenues-The following revenues are hereby estimated to be available to the Child Nutrition Services Fund for the fiscal year beginning July 1,2020 and ending June 30,2021: 3800 Other Restricted Grants $ 2,552,300 4300 Sales Revenues 1,664,200 4400 Local Sources-Unrestricted 9,500 4880 Indirect Cost 293,300 4900 Special Revenue Services 225,000 Total Child Nutrition Services Fund Revenues: $ 4,744,300 19 Chapel Hill- Carrboro City Schools Budget Resolution 2020 - 2021 Fund 7 Expenditures-The following amounts are hereby appropriated for the operation of the school administrative unit in the Child Care Expense Fund for the fiscal year beginning July 1,2020 and ending June 30, 2021: Instructional Programs: 7100 Child Care Services $ 1,981,189 Total Child Care Services Appropriation: $ 1,981,189 Fund 7 Revenues-The following revenues are estimated to be available to the Child Care Expense Fund for the fiscal year beginning July 1,2020 and ending June 30,2021: 4200 Tuition&Fees $ 1,658,949 4400 Local Sources—Unrestricted 260,000 4800 Local Source-Restricted 12,240 4900 Transfer from Local Fund 50,000 Total Child Care Expense Revenues: $ 1,981,189 Fund 8 Expenditures-The following amounts are hereby appropriated for the operation of the school administrative unit in the Fund 8-Other Local Funds for the fiscal year beginning July 1,2020 and ending June 30, 2021: 5100 Regular Instructional Programs $ 168,939 5200 Special Instruction Programs 238,961 5300 Adult Education Instructional Programs 3,185,896 5800 School-Based Support Services 5,055,975 6300 Special Population Support and Development Services 74,146 6900 Policy,Leadership and Public Relations Services 601,644 7200 Nutrition Services 30,300 8100 Payment to Other Governmental Units&Transfers Out 527,877 Total Fund 8 Expenditures: $ 9,883,737 20 Chapel Hill- Carrboro City Schools Budget Resolution 2020 - 2021 Fund 8 Revenues-The following amounts are hereby appropriated for the operation of the school administrative unit in the Other Local Fund for the fiscal year beginning July 1,2020 and ending June 30,2021: 3200 State Revenue—Other Funds $ 693,989 3700 Federal Revenue—Other Funds 2,385,958 4100 Local Sources-General 1,848,000 4200 Tuition&Fees 500,000 4400 Local Sources—Unrestricted 4,380,172 4800 Local Sources—Restricted 75,619 Total Fund 8 Revenues: $ 9,883,737 Section 14-The Superintendent is hereby authorized to: a. Transfer appropriations under the following conditions: 1. Amounts may be transferred between functions of the same purpose of the same fund with a monthly report of such transfers provided to the Board of Education and entered into the Board's minutes. 2. Amounts may be transferred between sub-functions and objects of expenditures with a monthly report of such transfers provided to the Board of Education being required. 3. Amounts may not be transferred between Fund Codes without prior approval of the Board of Education. 4. Amounts may be transferred in state or federal projects upon prior approval of the appropriate funding agency. 5. For the purpose of year-end closeout only,the Board of Education agrees to suspend the restrictions/provisions of this resolution given that a summary of all such transfers must be reported no later than December 31,2021 and any such transfers resulting from the extraordinary/unusual occurrences/circumstances must be noted and explained. Adopted this day,August 13,2020 Chairperson Chapel Hill Carrboro City Schools Board of Education 21 Chart of Accounts Account Code Structure Fund Purpose PRC Object Location Use 1 Use 2 X XXXX XXX XXX XXX XXX XX Example: 1.5110.001.121.300.000.00 Fund Codes The Chart of Accounts uses six funds and one self-balancing group of accounts which we believe are appropriate for use by a local school administrative unit; however, other funds may be added as required. The Fund Codes are as follows: 1- State Public School Fund -Appropriations for the current operating expenses of the public- school system from monies made available to the local school administrative unit by the Department of Public Instruction. 2- Local Current Expense Fund -Appropriations for the current operating expenses of the local school administrative unit other than appropriations included in the State Public School Fund and the Federal Grant Fund. This shall include, but not be limited to, revenues from fines and forfeitures, county appropriations for current expenses, supplemental taxes levied for current expenses, state allocations. 3- Federal Grant Fund -Appropriations for the expenditure of federal categorical grants made available through the Department of Public Instruction. 4- The Capital Outlay Fund -Appropriations for: a) The acquisition of real property for school purposes, including but not limited to school sites, playgrounds, athletic fields, administrative headquarters, and garages; b) The acquisition, construction, reconstruction, enlargement, renovation, or replacement of buildings and other structures, including but not limited to buildings for classrooms and laboratories, physical and vocational educational purposes, libraries, auditoriums, gymnasiums, administrative offices, storage, and vehicle maintenance; c) The acquisition or replacement of furniture and furnishings, instructional apparatus, data processing equipment, business machines, and similar items of furnishings and equipment; d) The acquisition of school buses as additions to the fleet; e) The acquisition of activity buses and other motor vehicles; f) Such other objects of expenditures as may be assigned to the Capital Outlay Fund by the uniform budget format. The cost of acquiring or constructing a new building, or reconstructing, enlarging, or renovating an existing building, shall include the cost of all real property and interests in real property, and all plants, works, appurtenances, structures, facilities, furnishings, machinery, and equipment necessary or useful in connection therewith; financing charges; the cost of plans, specifications, studies, reports, 22 and surveys; legal expenses; and all other costs necessary or incidental to the construction, reconstruction, enlargement, or renovation. 5- Multiple Enterprise Fund -Revenues and expenditures for multiple enterprise accounts, as needed by the local school administrative units, to include PRC 035, Child Nutrition operations. Other enterprise accounts may optionally be included in Fund 5, such as Before/After School Care, PRC 701. Each enterprise account must have proper accounting structure and process, including all appropriate general ledger accounts as well as cash. 6- Trust and Agency Funds -Revenues and expenditures for trust and agency funds as needed by the local school administrative unit to account for trust and agency arrangements such as endowments, funds of individuals held by the school finance officer, and special funds of individual schools. 7-Reserved for LEA or Charter School local use. 8- Other Specific Revenue Fund -Revenues from reimbursements, including indirect costs, fees for actual costs, tuition, sales tax revenues distributed using the ad valorem method pursuant to G.S. 105-472(b)(2), sales tax refunds, gifts and grants restricted as to use, trust funds, federal grants restricted as to use, federal appropriations made directly to local school administrative units, funds received for prekindergarten programs, and special programs and appropriated fund balances (revenues accruing to a school administrative unit in prior years but not yet expended). 9- Capital Assets -A self-balancing group of accounts used to provide a record of fixed assets owned by the local school administrative unit except those accounted for in the Child Nutrition Fund. 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 purposes, 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. *A detailed list of purpose codes can be found in Appendix E Program Report Codes (PRC) A program report code (PRC) designates a plan of activities or funding designed to accomplish a predetermined objective. This dimension of program report codes allows the unit a framework for classifying expenditures by program to determine cost. PRC 001 —299: NCDPI defined State and Federal Fund codes 23 PRC 300—399: Federal Grants and Funding Sources Not Allotted by NCDPI PRC 400—499: State Grants and Funding Sources Not Allotted by NCDPI PRC 500—599: Local Grants and Donations PRC 600—699: Local Special Revenue Sources PRC 700—799: Tuition or Fee Funded Programs PRC 800—999: Local Cost Centers Object Codes Object means the service or commodity obtained as a result of a specific expenditure. Seven major object categories are used in our Chart of Accounts. 100 Salaries 200 Employer Provided Benefits 300 Purchased Services 400 Supplies and Materials 500 Capital Outlay 600 Reserved for Future Use 700 Transfers These broad categories are subdivided to obtain more detailed information about objects of expenditures. (Category numbers are not valid account codes, example 100, 200 etc.). Location Codes Location codes track location specific expenditures. 300 Northside Elementary 334 Rashkis Elementary 304 Carrboro Elementary 310 Seawell Elementary 309 McDougle Middle 311 Ephesus Elementary 322 Culbreth Middle 312 Estes Hill Elementary 324 Phillips Middle 316 Frank Porter Graham 336 Smith Middle Elementary 320 Glenwood Elementary 305 Carrboro High 326 McDougle Elementary 308 Chapel Hill High 330 Scroggs Elementary 314 East Chapel Hill High 332 Morris Grove Elementary 338 Phoenix Academy Use Codes Used internally to further distinguish different departments, projects, and specific uses around the district. 24 2020-21 Budd 25 I-[APEL HILL- ARRBORO C-TY SCHOOLS HOARD OF EDUCATION'S ADOPTED LOCAL OPERATING BUDGET For the Budget Year 2020-2021 Total Cost Per Pupil Cost STUDENT ENROLLMENT PROJECTIONS: 2020-21 Student Enrollment Projection: 12,227 LOCAL CURRENT OPERATING BUDGET CONTINUATION COSTS Salary and Benefit Costs: Increase to Salary and Supplement Costs Salary Increases Required by NC Senate Bill 818 $ 587,500 $ 48.05 Orange County Living Wage Compliance 230,000 18.81 Total Increase to Salary and Supplement Costs 817,500 66.86 Increase to Employer Matching Benefit Costs Matching Social Security and Medicare(7.65%) 62,500 5.11 Matching State Retirement(21.68%)(Fixed) 466,000 38.11 Premium Increase m Health Insurance Cost from$6,306 to$6,647(Fixed) 279,500 22.86 Total Increase to Employer Matching Benefit Costs 808,000 66.08 Total Increase to Salaries and Benefits 1,625,500 132.94 Operational Costs: Additional Operational Costs for Custodial Contract(OC Living Wage Requirements) 528,000 43.18 Upkeep cost($1.771square foot) 43,000 3.52 Utility cost($1.43lsquare foot) 35,000 2.86 R Total Increase for Operational Costs 606,000 49.56 Total Continuation Budget Costs $ 2,231,500 S 192.51 26 BOARD OF EDUCATION'S ADOPTED LOCAL OPERATING BUDGET For the Budget Year 2020-2021 LOCAL CURRENT OPERATING BUDGET PRIORITY EXPANSION COSTS Removing the 16%Cap on Certified Supplements for Employees Hired after June 30,2016 166,000 13.58 Total Expansion Budget Casts 166,090 13.58 Grand Total of Local Current Operating Budget Continuation and Expansion Costs 2,397,500 196.08 INCREASE IN LOCAL FUND REVENUES Orange County Appropriation Reduction(ADM Based) (24,0W) (1.96) Net Change in all other Local Revenues 225,0W 18.40 Total Increase in Local Fund Revenues 201,0M 16.44 Deficit in Local Current Budget Before Transfers 2,196,500 179.64 Optional Transfer from Fund 8 528,GW 43.18 Deficit in Local Current Operating Budget After Transfers 1,668,500 136.46 Non-Recurring Expenditures for Budget Year 20-21 Cost for Additional Year of Project Advance(Carryover in SPSF PRC 022 to cover$428,500),non-recurring,FBA) 540,000 44.16 Board Allocated Funds to Assist with COVID-19 Re-entry and Recovery Efforts,non-recurring,FBA 1,000,000 81.79 Total Non-Recurring Expenditures for Budget Year 20-21 1,540,000 125.95 Deficit in Local Current Operating Budget After Transfers and Non-Recurring Expenditures 3,208,500 262.41 Fund Balance Appropriation for Project Advance 540,000 44.16 Fund Balance Appropriation for COVID Re-entry and Recovery 1,000,000 81.79 Fund Balance Appropriation to Balance the Local Operating Budget 1,668,500 136.46 Total Local Fund Balance Appropriated 3,208,500 262.41 27 Revenue Summary Adopted Budget: Revenue by Fund $90 Millions $80 $70 $60 $50 $40 $30 $20 $10 . . State Public Local Current Federal Grants Capital Outlay Child Nutrition Community Other Restricted School Fund Expense Fund Fund Fund Fund Schools Fund Fund Fund 1 Fund 2 Fund 3 Fund 4 Fund 5 Fund 7 Fund 8 Budget Code Description Revenue STATE PUBLIC SCHOOL FUND 1.3100.001.000.000.000.00 CLASSROOM TEACHERS $ 41,232,595 1.3100.002.000.000.000.00 CENTRAL OFFICE ADMINISTRATION 644,465 1.3100.003.000.000.000.00 NON-INSTRUCTIONAL SUPPORT 3,383,399 1.3100.005.000.000.000.00 SCHOOL BUILDINGG ADMINISTRATION 3,299,195 1.3100.007.000.000.000.00 INSTRUCTIONAL SUPPORT 4,638,580 1.3100.012.000.000.000.00 DRIVER TRAINING 195,027 1.3100.013.000.000.000.00 CAREER AND TECHNICAL EDUCATION-MONTHS OF EMPLOYMENT 4,343,648 1.3100.014.000.000.000.00 CAREEER AND TECHNICAL EDUCATION-PROGRAMS 178,035 1.3100.024.000.000.000.00 DISADVANTAGED STUDENTS 403,386 1.3100.027.000.000.000.00 TEACHER ASSISTANTS 3,056,904 1.3100.032.000.000.000.00 CHILDREN W/SPECIAL NEEDS 6,249,693 1.3100.034.000.000.000.00 ACADEMICALLY&INTELLECTUALLY 671,504 1.3100.054.000.000.000.00 LIMITED ENGLISH PROFICIENCY(LEP) 1,292,719 1.3100.056.000.000.000.00 TRANSPORTATION 1,631,160 1.3100.061.000.000.000.00 CLASSROOM MATERIAL.INSTRUCTIONAL SUPPLIES 376,293 1.3100.069.000.000.000.00 AT RISK STUDENT SERVICES/ALTERNATIVE 1,723,301 1.3100.130.000.000.000.00 TEXTBOOKS 397,185 Total Purpose 3100 73,717,089 28 Total STATE PUBLIC SCHOOL FUND $ 73,717,089 LOCAL CURRENT EXPENSE FUND 2.3250.000.000.000.000.00 SALES&USE TAX REVENUE $ 135,000 Total Purpose 3200 135,000 2.4110.000.000.000.000.00 COUNTY APPROPRIATION 52,659,779 2.4110.036.000.000.000.00 COUNTY APPROPRIATIONS-CHARTER SCHOOLS 735,332 2.4120.000.000.000.000.00 SUPPLEMENTAL TAX-SPECIAL DISTRICT TAX 24,267,972 Total Purpose 4100 77,663,083 2.4410.000.000.000.000.00 FINES&FORFEITURES 375,000 2.4451.000.000.000.000.00 STIF ACCOUNT INTEREST 125,000 2.4490.000.000.000.000.00 MISCELLANEOUS REVENUE 190,000 Total Purpose 4400 690,000 2.4880.000.000.000.000.00 INDIRECT COST REVENUE 220,000 Total Purpose 4800 220,000 2.4910.000.000.000.000.00 FUND BALANCE APPROPRIATED-GENERAL 1,668,550 2.4910.022.000.000.000.00 FUND BALANCE APPROPRIATED-PROJECT ADVANCE 540,000 2.4910.999.000.000.000.00 FUND BALANCE APPROPRIATED-COVID-19 RESPONSE 1,000,000 2.4922.000.000.000.000.00 OPERATING TRANSFER IN FROM FUND 8 528,000 Total Purpose 4900 3,736,550 Total LOCAL CURRENT EXPENSE FUND $ 82,444,633 FEDERAL GRANTS FUND PRC 017 VOCATIONAL EDUCATION-PROGRAM IMPROVEMENTS $ 99,902 PRC 049 IDEA PRE-SCHOOL HANDICAPPED GRANT 38,606 PRC 050 TITLE I 1,370,232 PRC 060 IDEA VI-B HANDICAPPED 1,972,949 PRC 070 IDEA-EARLY INTERVENING SERVICES(EIS) 354,980 PRC 103 IMPROVING TEACHER QUALITY 211,297 PRC 104 LANGUAGE ACQUISITION-STATE GRANT 165,454 PRC 108 STUDENT SUPPORT AND ACADEMIC ENRICHMENT 78,676 Total FEDERAL GRANTS FUND $ 4,292,096 CAPITAL OUTLAY FUND 4.4110.001.000.000.000.00 COUNTY APPROPRIATION-RECURRING CAPITAL $ 1,799,700 Total Purpose 4100 1,799,700 4.4810.941.000.000.114.00 CIP PROJECT 54004—FIRE/SAFETY/SECURITY SYSTEMS 185,000 4.4810.941.000.000.115.00 CIP PROJECT 54019—RENTAL SPACE 143,000 29 4.4810.941.000.000.116.00 CIP PROJECT 54008—PAVING/PARKING LOTS/DRIVEWAYS 200,000 4.4810.941.000.000.117.00 CIP PROJECT 54012—ROOFING/BUILDING WATERPROOFING 75,000 4.4810.941.000.000.118.00 CIP PROJECT 54021—SUSTAINABILITY INVESTMENT PROJECTS 50,000 4.4810.941.000.000.126.00 CIP PROJECT 54001—ABATEMENT PROJECTS 225,000 4.4810.941.000.000.128.00 CIP PROJECT 54002—ATHLETIC FACILITIES 300,065 4.4810.941.000.000.130.00 CIP PROJECT 54006—MECHANICAL SYSTEMS 550,000 4.4810.941.000.000.133.00 CIP PROJECT 54013-TECHNOLOGY 1,513,123 4.4810.941.000.000.135.00 CIP PROJECT 54000—ADA-GENERAL CONTRACT 50,000 4.4810.941.000.000.146.00 CIP PROJECT 53026—ELECTRICAL SYSTEMS 120,000 4.4810.941.000.000.147.00 CIP PROJECT 54005—INDOOR AIR QUALITY 80,000 4.4810.941.000.000.151.00 CIP PROJECT 53025—CLASSROOM/BUILDING IMPROVEMENTS 255,000 4.4810.941.000.000.152.00 CIP PROJECT 53023—DOORS/HARDWARE/CANOPIES 100,000 4.4810.941.000.000.185.00 CIP PROJECT 54020—STORM WATER MANAGEMENT 50,000 4.4810.941.000.000.777.00 CIP PROJECT 54022—DEFFERED MAINTENANCE PROJECTS 4,280,958 4.4810.946.000.000.133.46 CIP PROJECT 54013—TECHNOLOGY(ARTICLE 46) 1,165,356 Total Purpose 4800 9,342,502 4.4910.001.000.000.202.00 FUND BALANCE APPROPRIATED-CHHS CONSTRUCTION 998,654 Total Purpose 4900 998,654 Total CAPITAL OUTLAY FUND $ 12,140,856 CHILD NUTRITION FUND 5.3811.035.000.000.000.00 USDA GRANT $ 2,190,000 5.3814.035.000.000.000.00 USDA SUMMER PROGRAM 110,200 5.3815.035.000.000.000.00 USDA COMMODITY FOODS 252,100 Total Purpose 3800 2,552,300 5.4311.035.000.000.000.00 SALES-BREAKFAST FULL 43,600 5.4314.035.000.000.000.00 SALES-LUNCH FULL 969,500 5.4316.035.000.000.000.00 SALES-LUNCH ADULT 46,600 5.4318.035.000.000.000.00 SALES-SUPPLEMENTAL 428,900 5.4319.035.000.000.000.00 SALES-VENDING 41,800 5.4331.035.000.000.000.00 PAID STUDENT MEALS(AFTERSCHOOL SNACKS) 115,200 5.4332.035.000.000.000.00 REDUCED STUDENT MEAL SUPPLEMENT(AFTERSCHOOL SNACKS) 15,200 5.4341.035.000.000.000.00 STATE REIMBURSEMENT-KINDERGARDEN-BREAKFAST 3,400 Total Purpose 4300 1,664,200 5.4490.035.000.000.000.00 MISCELLANEOUS REVENUE 9,500 Total Purpose 4400 9,500 5.4880.035.000.000.000.00 INDIRECT COST 293,300 Total Purpose 4800 293,300 5.4922.035.000.000.000.00 TRANSFER IN FROM LOCAL(SUBSIDY) 225,000 30 Total Purpose 4900 225,000 Total CHILD NUTRITION FUND $ 4,744,300 COMMUNITY SCHOOLS FUND 7.4210.704.000.000.591.00 SUMMER CAMP REVENUE $ 65,434 7.4210.704.000.000.592.00 SUMMER ENRICHMENT REVENUE 19,515 7.4210.704.000.000.593.00 AFTER-SCHOOL REVENUE 1,480,000 7.4210.704.000.000.594.00 PART DAY AFTER-SCHOOL REVENUE 94,000 Total Purpose 4200 1,658,949 7.4420.703.000.000.000.00 FACILITY RENTAL 260,000 Total Purpose 4400 260,000 7.4890.704.000.000.591.00 REVENUE-PUBLIC SCHOOL FOUNDATION 12,240 Total Purpose 4800 12,240 7.4922.704.000.000.595.00 CHCCS-TUITION ASSISTANCE 50,000 Total Purpose 4900 50,000 Total COMMUNITY SCHOOLS FUND $ 1,981,189 OTHER SPECIFIC REVENUE FUND 8.3202.413.000.000.000.00 REVENUE-NCPREK $ 693,989 Total Purpose 3200 693,989 8.3700.309.000.000.000.00 REVENUE-HEADSTART 1,404,085 8.3700.309.000.000.000.01 HEADSTART-CARRYOVER REVENUE 92,355 8.3700.309.000.000.000.02 HEADSTART-CARES ACT REVENUE 119,518 8.3701.305.000.000.000.00 MEDICAID REIMBURSEMENT-ADMIN OUTREACH 650,000 8.3701.306.000.000.000.00 MEDICAID REIMBURSEMENT-DIRECT FEE 120,000 Total Purpose 3700 2,385,958 8.4115.669.000.000.000.00 COUNTY HEALTH AND SAFETY FUNDING 1,848,000 Total Purpose 4100 1,848,000 8.4210.705.000.000.000.00 TUITION-PRE SCHOOL 500,000 Total Purpose 4200 500,000 8.4430.371.000.000.000.00 REVENUE-RESEARCH GRANT/DUAL LANGUAGE 92,174 8.4430.570.000.000.000.00 OAK FOUNDATION-EQUITY 4,250,998 8.4440.682.000.000.582.00 ABC REVENUE 37,000 Total Purpose 4400 4,380,172 8.4890.642.000.000.000.00 COUNTY-JOINT EQUITY REVENUE 75,619 31 Total Purpose 4800 75,619 Total OTHER SPECIFIC REVENUE FUND $ 9,883,737 TOTAL REVENUE ALL FUNDS $ 189,203,901 32 Adopted Budget: Expenditures by Purpose $160 Millions $140 $120 $100 $80 $60 $40 $20 Instructional System-Wide Ancillary Services Non-Programmed Capital Outlay Services Support Services Charges 5000 6000 7000 8000 9000 State Public School Fund Pur ose Code Description Budgeted Amount STATE PUBLIC SCHOOL FUND 5110 Regular Curricular $ 34,779,098 5116 Homebound/Hospitalized Curriculum 590,906 5120 Career Technical Education 4,082,745 5132 Program Enhancement-Teachers 3,426,423 5133 Program Enhancement-Teachers 2,936,719 5134 Program Enhancement-Teachers 2,976,302 5100 Total 48,792,193 5210 Exceptional Children 7,057,485 5220 CTE-Special Populations Services 114,583 5260 Academically/Intellectually Gifted 671,504 5270 Limited English Proficiency 1,296,651 5200 Total 9,140,223 5310 Alternative K-12 373,084 5320 Social Work&Attendance 1,976,886 33 5330 Remedial&Supplemental K-12 1,690,460 5353 Summer School Instruction 33,000 5300 Total 4,073,430 5410 Principal's Office 2,115,766 5420 Assistant Principal 1,183,429 5400 Total 3,299,195 5810 Educational Media 257,057 5820 Student Accounting 208,350 5830 Guidance Services 1,469,755 5860 Instructional Technology 856,356 5800 Total 2,791,518 6110 Regular Curricular Support&Dev. 12,856 6120 CTE Curricular Support&Develop. 173,035 6100 Total 185,891 6540 Custodial/Housekeeping 3,098,879 6550 Transportation 1,704,160 6580 Maintenance 125,802 6500 Total 4,928,841 6941 Superintendent's Office 180,706 6942 Asst. Supt.for Curriculum&Instruction 178,278 6943 Asst. Supt.for Support Services 146,814 6900 Total 505,798 Total STATE PUBLIC SCHOOL FUND $ 73,717,089 34 Local Current Expense Fund Purpose Code Description Budgeted Amount LOCAL CURRENT EXPENSE FUND 5110 Regular Curricular $ 21,659,840 5116 Homebound/Hospitalized Curriculum. 338,238 5120 Career Technical Education 656,067 5132 Program Enhancement-Teachers 1,228,207 5133 Program Enhancement-Teachers 836,831 5134 Program Enhancement-Teachers 1,292,020 5113 Physical Education Curricular 35,018 5114 Foreign Language Curricular 10,292 5117 Curricular Programs 695 5100 Total 26,057,208 5210 Exceptional Children 6,768,108 5220 CTE-Special Populations Services 44,453 5240 Speech&Language 1,321,912 5260 Academically/Intellectually Gifted 1,918,361 5270 Limited English Proficiency 1,645,712 5230 PreK-EC 470,450 5200 Total 12,168,996 5310 Alternative K-12 304,365 5320 Social Work&Attendance 803,263 5330 Remedial&Supplemental K-12 1,511,022 5350 Extended Day/Year Instruction 1,021 5353 Summer School Instruction 289,840 5340 PreK-Readiness 556,479 5351 Before/After School Instruction 316,160 5300 Total 3,782,150 5404 School Building Support 2,185,634 5410 Principal's Office 1,111,824 5420 Assistant Principal 1,575,292 5400 School Leadership Services 79,236 5403 School Treasurer Services 53,757 5400 Total 5,007,743 5501 Athletics 1,979,941 5502 Cultural Arts Services 211,820 5503 School Clubs&Organizations 502,722 35 5500 Total 2,694,483 5810 Educational Media 1,935,794 5820 Student Accounting 815,815 5830 Guidance Services 2,632,703 5840 Health Services 1,018,940 5860 Instructional Technology 979,462 5850 Safety&Security 997,534 5870 Staff Development-Unallocated 778,182 5880 Parent Involvement Services 23,465 5890 Volunteer Services 358,452 5800 Total 9,540,347 6110 Regular Curricular Support&Dev. 1,022,137 6120 CTE Curricular Support&Develop. 151,163 6112 Cultural Arts Curricular Support 2,000 6113 Physical Education Curricular Supp. 1,146 6115 Technology Curricular Support 128,018 6100 Total 1,304,464 6200 Special Population Support 32,648 6201 Childrenw/Disabilities Support 408,186 6207 LEP Support and Development 232,440 6210 Children w/Disabilities Support 3,800 6200 Total 677,074 6304 PreK Readiness/Remedial Support 24,643 6305 Alternative Programs Support 1,000 6300 Total 25,643 6400 Technology Support 2,023,213 6401 Technology Services 305,984 6403 Technology Specialist 391,257 6400 Total 2,720,454 6540 Custodial/Housekeeping 2,055,960 6550 Transportation 1,904,291 6580 Maintenance 3,378,005 6510 Communication Services 130,000 6530 Public Utility&Energy 3,316,000 6570 Facilities Planning and Acquisition 46,000 6581 Glass Maintenance 8,300 6582 Grounds Maintenance 16,079 36 6583 Electrical Repair Parts and Rel.Labor 28,521 6584 Vehicle Maintenance 93,100 6585 HVAC Repair Parts and Rel.Labor 62,396 6586 Plumbing 23,700 6588 Locksmith 2,400 6500 Total 11,064,752 6611 Financial Operations 1,011,682 6612 Purchasing Services 64,855 6613 Risk Management Services 371,773 6620 Human Resources 53,175 6621 Human Resources 917,651 6622 Human Resources 72,840 6623 Human Resources 98,472 6624 Benefits Specialist 141,817 6600 Total 2,732,265 6710 Student Testing 70,594 6720 Planning,Research Dev&Prog 508,955 6700 Total 579,549 6800 System Wide Pupil Support 14,019 6820 Student Accounting Support 14,830 6830 Guidance Support Services 24,923 6840 Health Support Services 1,000 6850 Safety&Security Support Services 17,000 6860 Instructional Technology Support Services 5,000 6800 Total 76,772 6941 Superintendent's Office 259,637 6942 Asst. Supt.for Curriculum.&Instruction 648,635 6943 Asst. Supt.for Support Services 817,639 6910 Board of Education 193,330 6920 Legal Services 305,000 6932 External Audit 50,000 6944 Leadership Services 124,131 6945 Leadership Services 238,845 6950 Public Relations&Mktg 413,344 6900 Total 3,050,561 7200 Nutrition Services 1,643 7200 Total 1,643 37 8100 Payments to Other Governmental Units 960,530 8100 Total 960,530 Total LOCAL CURRENT EXPENSE FUND $ 82,444,633 38 Federal Grants Fund Pur ose Code Description Budgeted Amount FEDERAL GRANTS FUND 5110 Regular Curricular S 227,063 5120 Career Technical Education 99,902 5100 Total 326,965 5210 Exceptional Children 1,663,966 5240 Speech&Language 121,220 5270 Limited English Proficiency 153,869 5200 Total 1,939,055 5310 Alternative K-12 64,006 5330 Remedial&Supplemental K-12 843,659 5350 Extended Day/Year Instruction 25,302 5300 Total 932,967 5840 Health Services 83,289 5880 Parent Involvement Services 92,918 5800 Total 176,207 6200 Special Population Support 251,633 6201 Children w/Disabilities Support 64,033 6200 Total 315,666 Alternative Programs and Services Support and Development 6300 Services 206,933 6300 Total 206,933 6550 Transportation 105,000 6500 Total 105,000 6940 Leadership Services 50,000 39 6900 Total 50,000 8100 Indirect Costs 110,655 8100 Total 110,655 8200 Non-Programmed Charges 128,649 8200 Total 128,649 Total FEDERAL GRANTS FUND $ 4,292,096 40 Capital Outlay Fund Purpose Code Description Budgeted Amount CAPITAL OUTLAY FUND 5110 Regular Curricular S 327,480 5132 Program Enhancement-Teachers 10,000 5100 Total 337,480 6400 Technology Support 225,000 6400 Total 225,000 6540 Custodial/Housekeeping 10,000 6550 Transportation 5,000 6500 Total 15,000 7200 Nutrition Services 45,000 7200 Total 45,000 9000 Capital Outlay 11,518,376 9000 Total 11,518,376 Total CAPITAL OUTLAY FUND $ 12,140,856 41 Child Nutrition Fund 009 Pur ose Code Description Budgeted Amount CHILD NUTRITION FUND 7200 Nutrition Services $ 4,541,000 7200 Total 4,541,000 8100 Payments to Other Governmental Units 203,300 8100 Total 203,300 Total CHILD NUTRITION FUND $ 4,744,300 42 Community Schools Fund Purpose Code Abi Description Budgeted Amount COMMUNITY SCHOOLS FUND 7100 Community Services $ 1,981,189 7100 Total 1,981,189 Total COMMUNITY SCHOOLS FUND $ 1,981,189 43 Other Specific Revenue Fund Off-Off-Purpose Code Description Budgeted Amount OTHER SPECIFIC REVENUE FUND 5110 Regular Curricular $ 168,939 5100 Total 168,939 5210 Exceptional Children 238,838 5200 Total 238,838 5353 Summer School Instruction 450,095 5340 PreK-Readiness 2,735,801 5300 Total 3,185,896 5830 Guidance Services 100,000 5840 Health Services 1,278,000 5841 ABC/Health Services 37,000 5850 Safety&Security 570,000 5870 Staff Development-Unallocated 3,070,975 5800 Total 5,055,975 6304 PreK Readiness/Remedial Support 74,146 6300 Total 74,146 6940 Leadership Services 601,644 6900 Total 601,644 7200 Nutrition Services 30,300 7200 Total 30,300 8100 Transfer to Local Current Expense Fund 528,000 8100 Total 528,000 Total OTHER SPECIFIC REVENUE FUND $ 9,883,737 Grand Total $ 189,203,901 44 Capital Investment Plan 45 CHAPEL HILL-CARRBORO CITY SCHOOLS 2020-25 Capital Investment Plan FY 2020-21 RECOMMENDED FUNDING ALLOCATION Description Project# TOTAL FUNDING Debt Financing PAYG(Lottery) Article 46 Older Facility Recurring Supplemental Deferred Deferred Sales Tax Improvements Capital Maintenance Program Maintenance Abatement Projects 54001 $ 225,000 $ 225,000 ADA Requirements 54000 $ 50,000 $ 50,000 Athletic Facilities 54002 $ 300,065 $ 268,272 $ 31,793 Classroom/BuildingImprovements 53025 $ 255,000 $ 236,893 $ 18,107 Deferred Maintenance Projects 54022 $ 4,280,958 $ 2,481,258 $ 1,799,700 Doors/Hardware/Canopies 53023 $ 100,000 $ 100,000 Electrical Systems 53026 $ 120,000 $ 120,000 Energy Efficiency/Lighting Improvements 54003 $ - $ - $ - Fire/Safety/Security Systems 54004 $ 185,000 $ 185,000 Indoor Air Quality 54005 $ 80,000 $ 80,000 Major Facility Renovations $ - Mechanical Systems 54006 $ 550,000 $ $ 550,000 Paving/Parking Lots/Driveways 54008 $ 200,000 $ 200,000 Recurring Capital Projects 54010 $ 1,799,700 $ 1,799,700 Rental Space 54019 $ 143,000 $ 143,000 Roofing/Building Waterproofing 54012 $ 75,000 $ 75,000 Storm Water Management 54020 $ 50,000 $ 50,000 Sustainability Investment Projects 54021 $ 50,000 $ 50,000 Technology 54013 $ 2,678,479 $ 1,513,123 $1,165,356 TOTALS $ 11,1429202 $ 2,455,016 $ 841,272 $1,165,356 $ 599,900 $ 19799,700 $ 2,4819258 $ 1,799,700 46 Statistical Profile 47 CHAPEL HILL-CARRBORO CITY BORAD OF EDUCATION Net Position by Component Last Ten Fiscal Years Year Ended June 30 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Governmental activities: Net investment in capital assets $163,949,217 $163,961,928 $165,245,825 $ 180,562,451 $ 182,769,201 $ 180,120,404 $ 175,930,029 $ 176,085,739 $ 170,960,490 $ 187,623,578 Restricted 1,496,810 3,023,739 3,403,894 2,943,181 3,733,701 3,060,507 4,313,375 4,149,855 5,165,492 5,851,605 Unrestricted(deficit) 1,790,409 4,081,358 3,355,228 -1,507,943 -4,026,196 -25,876,479 -19,810,737 -23,893,751 -278,867,260 -273,295,992 $167,236,436 $171,067,025 $172,004,947 $ 181,997,689 $ 182,476,706 $ 157,304,432 $ 160,432,667 $ 156,341,843 $ (102,741,278) $ (79,820,809) Business-type activities: Investment in capital assets $ 42,980 $ 351,474 $ 340,873 $ 329,853 $ 595,469 $ 662,343 $ 599,209 $ 574,753 $ 591,918 $ 521,987 Restricted - - - - - - - - 10,748 11,747 Unrestricted(deficit) 282,203 203,985 336,611 363,478 252,864 -192,193 10,783 209,146 -3,899,505 -3,271,455 $ 325,183 $ 555,459 $ 677,484 $ 693,331 $ 848,333 $ 470,150 $ 609,992 $ 783,899 $ (3,296,839) $ (2,737,721) Government-wide: Net investment in capital assets $163,992,197 $164,313,402 $165,586,698 $ 180,892,304 $ 183,364,670 $ 180,782,747 $ 176,529,238 $ 176,660,492 $ 171,552,408 $ 188,145,565 Restricted 1,496,810 3,023,739 3,403,894 2,943,181 3,733,701 3,060,507 4,313,375 4,149,855 5,176,240 5,863,352 Unrestricted(deficit) 2,072,612 4,285,343 3,691,839 -1,144,465 -3,773,332 -26,068,672 -19,799,954 -23,684,605 -282,766,765 -276,567,447 $167,561,619 $171,622,484 $172,682,431 $ 182,691,020 $ 183,325,039 $ 157,774,582 $ 161,042,659 $ 157,125,742 $ (106,038,117) $ (82,558,530) 48 CHAPEL HILL-CARRBORO CITY BOARD OF EDUCATION Changes in Net Position Last Ten Fiscal Years Year Ended June 30 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Expenses: Governmental Activities: Instructional services $ 102,658,017 $ 103,809,475 $ 104,948,573 $ 109,512,140 $ 109,586,544 $ 108,968,591 $ 110,941,537 $ 124,200,421 $ 131,693,298 $ 131,036,239 System-Wide support services 23,000,808 22,689,231 23,529,956 26,104,923 26,114,404 27,034,498 27,081,107 26,185,198 30,885,328 30,088,691 Ancillary services 34,044 237,408 136,893 106,706 90,470 61,433 61,697 65,179 73,074 80,787 Payments to other governments 492,838 575,187 527,076 508,313 649,613 819,752 691,229 682,572 651,420 696,636 Interest on long-term debt 31,171 16,154 675 20,142 32,455 24,695 16,704 8,476 - - Unallocated depreciation expense 5,470,036 5,657,984 5,757,524 6,284,193 5,358,748 6,996,814 7,101,720 7,090,769 6,939,689 6,712,646 Total governmental activities 131,686,914 132,985,439 134,900,687 142,536,417 141,832,234 143,905,783 145,893,994 158,232,615 170,242,809 168,614,999 Business-type activities: School food service 4,218,982 3,957,877 4,009,913 4,174,046 4,265,306 4,170,678 4,203,705 4,438,518 4,521,692 4,097,841 Child Care 1,616,225 1,522,392 1,484,031 1,591,053 1,629,050 1,605,549 1,693,970 1,687,495 2,210,003 1,734,825 Total business-type activities 5,835,207 5,480,269 5,493,944 5,765,099 5,894,356 5,776,227 5,897,675 6,126,013 6,731,695 5,832,666 Total government-Wide $ 137,522,121 $ 138,465,708 $ 140,394,631 $ 148,301,516 $ 147,726,590 $ 149,682,010 $ 151,791,669 $ 164,358,628 $ 176,974,504 $ 174,447,665 Program Revenues: Governmental activities: Charges for services: Co-curricular $ 2,665,684 $ 2,655,827 $ 2,712,319 $ 2,900,197 $ 2,626,915 $ 2,434,363 $ 2,578,856 $ 2,511,886 $ 2,434,193 $ 2,761,964 Operational support 491,528 470,487 515,397 494,505 725,262 755,480 852,073 832,866 825,930 246,199 Operating grants and contributions 65,677,147 67,177,842 64,339,584 64,250,067 63,995,592 68,179,662 68,043,688 69,805,753 71,869,257 80,806,884 Capital grants and contributions 129,328 157,678 39,470 162,818 61,675 102,730 226,924 145,250 231,314 193,580 Total governmental activities 68,963,687 70,461,834 67,606,770 67,807,587 67,409,444 71,472,235 71,701,541 73,295,755 75,360,694 84,008,627 Business-type activities: Charges for services: School food service 1,913,553 1,913,273 1,861,576 1,785,164 1,720,720 1,652,723 1,671,160 1,714,143 1,784,876 1,820,105 Child care 1,837,025 1,645,250 1,749,274 1,872,606 1,838,115 1,941,681 1,997,142 2,109,648 2,147,574 2,073,301 Operating grants and contributions 1,685,927 1,648,292 1,863,465 2,055,701 2,177,773 2,154,519 2,334,424 2,449,659 2,457,780 2,401,813 Capital grants and contributions 31,955 Total business-type activities 5,468,460 5,206,815 5,474,315 5,713,471 5,736,608 5,748,923 6,002,726 6,273,450 6,390,230 6,295,219 Total government-Wide $ 74,432,147 $ 75,668,649 $ 73,081,085 $ 73,521,058 $ 73,146,052 $ 77,221,158 $ 77,704,267 $ 79,569,205 $ 81,750,924 $ 90,303,846 Net(Expense)/Revenue Governmental activities $ (62,723,227) $ (62,523,605) $ (67,293,917) $ (74,728,930) $ (74,422,790) $ (72,433,548) $ (74,192,453) $ (84,936,860) $ (94,882,115) $ (84,606,372) Business-type activities -366,747 -273,454 -19,629 -51,628 -157,748 -27,304 105,051 147,437 -341,465 462,553 Total government-Wide $ (63,089,974) $ (62,797,059) $ (67,313,546) $ (74,780,458) $ (74,580,538) $ (72,460,852) $ (74,087,402) $ (84,789,423) $ (95,223,580) $ (84,143,819) 49 CHAPEL HILL-CARRBORO CITY BOARD OF EDUCATION Changes in Net Position (Continued) Last Ten Fiscal Years Year Ended June 30 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 General Revenues and Other Changes in Net Position Governmental activities: Unrestricted county and city appropriations-operating $ 55,862,017 $ 56,318,539 $ 56,321,027 $ 58,563,905 $ 62,845,255 $ 66,966,712 $ 68,428,740 $ 71,161,573 $ 74,210,787 $ 75,752,318 Unrestricted county appropriations-capital 5,845,381 8,615,211 10,115,516 24,379,684 10,909,841 8,504,463 6,880,353 7,788,064 8,922,442 27,455,446 Investment earnings 113,561 102,977 86,429 42,140 38,313 23,785 32,149 59,843 88,417 128,483 Miscellaneous,unrestricted 791,405 1,817,484 1,850,521 1,803,318 1,421,148 2,214,920 2,014,237 1,863,024 2,415,695 4,287,159 Transfers (577,192) (500,017) (141,654) (67,475) (312,750) (193,286) (34,791) (26,470) (176,945) (96,565) Total Governmental activities 62,035,172 66,354,194 68,231,839 84,721,572 74,901,807 77,516,594 77,320,688 80,846,034 85,460,396 107,526,841 Business-type activities: Investment earnings,unrestricted 625 3,713 - - - - - - - - Transfers 577,192 500,017 141,654 67,475 312,750 193,286 34,791 26,470 176,945 96,565 Total business-type activities 577,817 503,730 141,654 67,475 312,750 193,286 34,791 26,470 176,945 96,565 Total government-wide $ 62,612,989 $ 66,857,924 $ 68,373,493 $ 84,789,047 $ 75,214,557 $ 77,709,880 $ 77,355,479 $ 80,872,504 $ 85,637,341 $ 107,623,406 Change in Net Position Govemmentalactivities $ (688,055) $ 3,830,589 $ 937,922 $ 9,992,742 $ 479,017 $ 5,083,046 $ 3,128,235 $ (4,090,826) $ (9,421,719) $ 22,920,469 Business-type activities 211,070 230,276 122,025 15,847 155,002 165,982 139,842 173,907 (164,520) 559,118 Total government-wide $ (476,985) $ 4,060,865 $ 1,059,947 $ 10,008,589 $ 634,019 $ 5,249,028 $ 3,268,077 $ (3,916,919) $ (9,586,239) $ 23,479,587 50 CHAPEL HILL-CARRBORO CITY BOARD OF EDUCATION Governmental Funds Fund Balances Last Ten Fiscal Years Year Ended June 30 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 General Fund Reserved $ 1,034,519 $- $- $- $- $- $- $- $- $- Unreserved 7,135,658 - - - - - - - - - Nonspendable - 1,080,333 972,818 941,271 1,120,202 1,051,690 1,134,291 1,194,588 1,125,306 1,041,973 Restricted - 443,625 528,824 758,515 1,131,274 792,982 824,953 601,148 441,331 398,795 Assigned - 3,652,913 3,222,913 3,222,913 1,000,000 1,868,000 2,148,000 1,000,000 1,000,000 3,100,000 Unassigned - 6,675,445 6,123,908 2,841,362 3,458,330 5,947,241 6,554,954 7,180,587 9,236,779 8,281,224 Total General Fund $ 8,170,177 $ 11,852,316 $ 10,848,463 $ 7,764,061 $ 6,709,806 $ 9,659,913 $ 10,662,198 $ 9,976,323 $ 11,803,416 $ 12,821,992 All Other Governmental Funds Reserved $ 1,226,320 $- $- $- $- $- $- $- $- $- Unreserved(deficit),reported in Special Revenue Funds 875,082 - - - - - - - - - Capital Projects Fund (402,339) Nonspendable 425 Restricted - 2,580,114 2,875,070 2,184,666 2,602,427 2,267,525 3,488,422 3,548,707 4,080,456 4,679,641 Assigned,reported in Special Revenue Funds - 28,970 11,169 - - - - - - 746,110 Unassigned,reported in Special Revenue Funds - - - (63,868) (187,210) (28,864) (28,863) (335,567) (31,201) - Total all other governmental funds $ 1,699,063 $ 2,609,084 $ 2,886,664 $ 2,120,798 $ 2,415,217 $ 2,238,661 $ 3,459,559 $ 3,213,140 $ 4,049,255 $ 5,425,751 51 CHAPEL HILL-CARRBORO CITY BOARD OF EDUCATION Average Daily Membership Last Ten Fiscal Years 14,000 13,500 13,000 12,500 12,000 11,500 — 11,000 10,500 10,000 9,500 9,000 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021(proj) tAvg.Daily Membership 11,629 11,905 12,094 12,138 12,076 11,965 12,113 1 12,239 12,296 12,270 12,279 52 CHAPEL HILL-CARRBORO CITY BOARD OF EDUCATION School Building Data June 30, 2019 Square Current Over/(Under) Site Year Built Footage Capacity Membership Capacity Condition ELEMENTARY SCHOOLS Carrboro Elementary 1957 61,562 533 488 (45) Poor Ephesus Elementary 1972 73,096 448 432 (16) Poor Estes Hills Elementary 1958 57,989 527 474 (53) Poor FP Graham Elementary 1960 68,513 538 616 78 Poor Glenwood Elementary 1952 55,372 423 486 63 Poor McDougle Elementary 1996 99,920 564 540 (24) Good Morris Grove Elementary 2008 90,221 585 551 (34) Excellent Northside Elementary 2013 97,423 585 451 (134) Excellent Rashkis Elementary 2003 95,729 585 455 (130) Excellent Mary Scroggs Elementary 1999 92,900 575 471 (104) Good Seawell Elementary 1969 67,715 466 503 37 Poor MIDDLE SCHOOLS Culbreth Middle 1969 122,467 774 735 (39) Good McDougle Middle 1994 138,141 732 682 (50) Good Phillips Middle 1962 109,498 706 658 (48) Poor Smith Middle 2001 136,054 732 861 129 Good HIGH SCHOOLS Carrboro High School 2007 165,976 860 867 7 Excellent Chapel Hill High 1966 254,551 1,520 1,514 (6) Poor East Chapel Hill High 1996 267,549 1,515 1,480 (35) Good UNC Hospital School (School is a part of the UNC Hospitals Facilities) 2 Phoenix Academy(Alternative School is a part of Lincoln) 30 ADMINSTRATIVE OFFICES Transportation Center 5,089 Lincoln Center 72,932 53 Appendix 54 Appendix A: Local Allotment Formulas Chapel Hill - Carrboro City Schools Base Personnel Allotment Formulas Budget Year 2021 POSITION ELEMENTARY MIDDLE HIGH SCHOOL Principal 1 for 12 months 1 for 12 months 1 @ 12 months 1:up to 600 ADM 1:up to 725 ADM 2:601 - 1,250 ADM Assistant Principal 1 for 12 months 2:725+ADM 3: 1,251-1,750 ADM 4: 1,751 -2,250 ADM all @12 months Classroom teachers Kindergarten-Third 1:19 ADM(2021 Class size requirement 18 pending legislation to waive) Fourth-Fifth 1:24 ADM 1: 120 ADM 1:140 ADM Core subjects 1: 120 ADM Mathematics (teaching five 1:24) Vocational/CTE Dictated by the program Dictated by the program MOE 55 1: 140 ADM 1: 140 ADM Electives Dept.chair No additional planning period;$1,200 stipend for 10 teachers per high school No additional planning period;$5,000 per Academy Leader Thematic Academy&$5,000 for Finance Academy Small classes 2 FTE per school 2 FTE per school AVID AVID teacher must have free coordination IFL 1.0 FTE per school period.2 FTE IFL/Math Coach 2 FTE per school for ELA 1 FTE per school for math 1 FTE per school for ELA 1 FTE per school ELA I FTE per school for Math Pre-K Program allocation Pre-school Handicapped Program allocation ESL (systemwide)1:40 (systemwide)1:40 (systemwide)1:40 Cultural Arts: Music @1 FTE per 30 classes Music,PE,Art PE @1 FTE per 20 classes elective allocation elective allocation ART @ 1 FTE per 30 classes Serving grades 1-5 in 09-10 Elem Foreign Language Allocation requires 3 periods @30 minutes per each 1-5 class or 1 FTE per 40 periods 1 FTE per 40 periods 1:up to 1,000 ADM Media Specialist-- 1 FTE per school 1 FTE per school 1.5: 1,001-1,500 ADM 2: 1,501+ADM Math/Science Teacher 5 FTE per school 56 Intervention Specialist .5 FTE 1 FTE per grade CHS ADM=3FTE CHHS ADM=5FTE Guidance 1 FTE per school 1 @ 11 MOE ECHHS ADM=SFTE others @ 10.5 MOE 1@ 12 MOE others @I I MOE 1:up to 1,000 ADM School Social Worker 1 FTE per school 1 FTE per school 1.5: 1,001-1,500 ADM 2: 1,501+ADM .5 @ ECHHS 09-10 In School Suspension 1 FTE(PBIS Certified) 1 FTE(Teacher Assistant)per school 1 FTE @CHHS Student Assistance .5 FTE @ ECHHS&CHS 9th-IOth Grades Nurses 1 per school 1 per school 1 per school Service Learning 1 district wide 1 FTE per school @ 11 MOE Athletic Director Extra duty supplement Assigned 2 teaching periods Instructional Tech 1 FTE per school 1 FTE per school 1 FTE per school Facilitator (I I MOE) (I I MOE) (12 MOE) 57 I per school 504 Extra duty supplement .5 FTE @ CHS Transition Facilitator 1 per school Program Facilitator .50 FTE per school .50 FTE per school 1 FTE per school Ex Ed-resource 1 FTE per 15-20 caseload 1 FTE per 20-25 caseload 1 FTE per 20-25 caseload Speech-language Path 1 FTE per 30-35 caseload 1 FTE per 30-35 caseload 1 FTE per 30-35 caseload Self-contained AIG district program District-wide Gifted Specialist 1 FTE per school 1 FTE per school Occupational Therapist System allocation System allocation System allocation Physical Therapist System allocation System allocation System allocation 1 FTE per K-3 class @ 210 day school 2:up to 1,000 ADM year Teacher Assistant .50 FTE per 4-5 @ 210 day school year 1 per school 3: 1,001+ADM @ 210 day school year Ex Ed teacher assistant per total student need per total school need per total school need @ 210 day school year @ 210 day school year @ 210 day school year 1 FTE per school 1:up to 1,000 ADM Media assistant @ 210 day school year 1.5: 1,001+ADM @ 210 day school year Technology Assistant 2 @ each H.S. 58 Principal Secretary 1per school @ 12 MOE 1per school @ 12 MOE 1per school @ 12 MOE AP Secretary 1 per AP @ 12 MOE .50 FTE:up to 500 ADM Clerical assistant/HS 1 FTE:501+ADM 1 per school @ 11 MOE 1 per school @ 12 MOE receptionist @11 MOE Network Support District Allocation Theater Tech 1 FTE @ 12 MOE Bookkeeper 1 FTE per school @ 12 MOE Data Manager 1 FTE per school @ 12 MOE 1 FTE per school @ 12 MOE 1 FTE per school @ 12 MOE 1:up to 1,000 ADM 2: 1,000+ADM Guidance Clerk 1 FTE per school @ 11 MOE 1 @ 12 months other=11 months Online Learning Asst. 1 FTE Athletic Trainer 1 FTE 10 month year(August 1-May 30th);40 hr week Security Guard 2 FTE:school(1 FTE @ 6 hrs daily assigned after-school/evening hours) Custodian per based on square footage and per formula based on square footage and ADM per formula based on square footage and ADM ADM: Average Daily Membership or average student enrollment FTE:Full Time Equivalent of a position MOE: Months of Employment 59 Other position Elementary Middle High allocations Athletic Coaches 25 positions 49 positions Co-curricular assignments 12 assignments 24 assignments Activity Units($500 5 units 10 units 40 units ea. 60 Chapel Hill - Carrboro City Schools Base Non-Salary Allotment Formulas Budget Year 2021 Description Budget Code Allocation Type Elementary Middle High Other Instructional Supplies-STATE 1.5110.061.411 per ADM $ 30 $ 30 $ 30 $ 50 At-Risk Students 2.5330.069.143 per ADM $ 13 $ 13 $ 13 $ 20 Field Trips 2.5110.061.333 per ADM $ 3 $ 3 $ 3 $ Staff Development 2.5870.028.312 per FTE Factor $ 90 $ 90 $ 90 fixed Safe Schools/Violence Prevention 2.5850.069.411 per School $ 2,000 $ 12,000 $ 16,500 $ 2,000 Event Security 2.5850.069.311 per ADM $ 5 $ 10 $ 15 $ - Instructional Supplies 2.5110.061.411 per ADM $ 21 $ 21 $ 21 $ 21 Cultural Arts 2.5132.061.411 per School $ 900 $ 2,800 $ 4,500 $ 400 Literacy Materials 2.5330.061.411 per ADM $ 3 $ 3 $ 3 fixed Media Center Supplies 2.5810.061.411 per ADM $ 12 $ 12 $ 12 fixed ITF Media PD 2.5810.028.312 per School $ 1,000 $ 1,000 $ 1,000 fixed Athletics 2.5501.061.411 per ADM $ - $ 25 $ 50 $ - Athletic Travel 2.5501.003.331 per ADM $ - $ 15 $ 30 $ - Co-Curricular 2.5503.061.411 per ADM $ 2 $ 5 $ 18 fixed Travel-School Admin Office 2.5400.003.332 per School $ 1,600 $ 1,600 $ 1,600 $ 1,200 Administrative Supplies 2.5400.061.411 per ADM $ 3 $ 3 $ 5 fixed Custodial Supplies Pre 1990 2.6540.003.411 per Sq. Ft $ 0.035 $ 0.035 $ 0.035 fixed SIT Funds 2.5880.061.411 per School $ 1,030 $ 1,030 $ 1,030 500 Commencement 2.5830.061.411 per Sec School $ 500 $ 2,700 Local Extra-Duty School Discretionary 2.5400.061.411 Activity Units $ 10.0 $ 20.0 $ 40.0 FICA for Extra-Duty 2.5400.061.411 Percentage 7.65% 7.65% 7.65% 7.65% Retirement for Extra-Duty 2.5400.061.411 Percentage 19.70% 19.70% 19.70% 19.70% CAPITAL Classroom Furniture/Equip 4.5110.001.461 per ADM $ 20 $ 20 $ 20 $ 1 61 Appendix B: State Allotment Formulas PRC 001: Classroom Teachers Kindergarten I per 18 in ADM. Grade I I per 16 in ADM. Grades 2 - 3 1 per 17 in ADM. Grades 4 - 6 1 per 24 in ADM. Grades 7- 8 1 per 23 in ADM. Grade 9 1 per 26.5 in ADM. Grades 10- 12 1 per 29 in ADM. Math/Science/Computer I per county or based on sub agreements Teachers PRC 002: Central Office Administration Use 2019-20 Initial Allotment plus 1.5% PRC 003: Non-instructional Support Personnel $276.33 per ADM and $6,000 per Textbook Commission member for Clerical Assistants PRC 005: Principals 1 per school with at least 100 ADM or at least 7 state paid teachers or instructional support personnel. Schools opening after 7/l/2011 are eligible based on at least 100 ADM only. PRC 007: Instructional Support 1 per 210.56 in ADM. Includes Mental Health Positions. PRC 013: CTE Base of 50 Months of Employment per LEA with remainder distributed based on ADM in grades 8-12 PRC 014: CTE -Program SuPport $10,000 per LEA with remainder distributed based on ADM in grades 8-12 ($34.11) PRC 027: Teacher Assistant The number of classes is determined by a ratio of 1:21: Kindergarten 2 TAs for every 3 classes of 21 students Grade I - 2 1 TA for every 2 classes of 21 students Grade 3 1 TA for every 3 classes of 21 students PRC 032: Children with Special Needs School Aged $4,566.85 per funded child count. Child count is comprised of the lesser of the Dec I handicapped child count or 12.75% of the allotted ADM 62 Preschool Base of$70,114 per LEA; remainder distributed based on December I child count of ages 3, 4, and PreK- 5, ($3,656.02) per child. PRC 034: Academically & Intellectually Gifted $1,387.822 per child for 4% of ADM. PRC 054: Limited English Proficiency Base of a teacher asst. ($37,042); remainder based 50% on number of funded LEP students ($445.40) and 50% on an LEA's concentration of LEP students ($3,884.89). PRC 061: Supplies $30.12 per ADM plus $2.69 per ADM in grades 8 and 9 for PSAT Testing 63 Appendix C: Definition of Revenue Sources ABC Revenues Include revenues received by the local school administrative unit from ABC profits because of specific legal requirements applying to local ABC boards. Bond and Note Proceeds Include revenues received from the county out of the proceeds of bonds and notes sold for school purposes. Includes revenues from proceeds of School Literary Fund Notes. This revenue is actually the county appropriation from one or more bond funds, certificates of participation(COPS), and revenues received from the proceeds of installment purchases entered into by the county to acquire assets for the unit under the authority of G. S. 153A-158.1. Contributions and Donations Include gifts, contributions, and donations received from private, nongovernmental sources. County Appropriation Include revenues provided to the local school administrative unit by the county for general purposes pursuant to G.S. 115C-429 and G.S. 115C-437. Disposition of School Fixed Asset Include revenues received from the sale or other disposition of school fixed assets. Includes the proceeds of the sale of school fixed assets, and revenues from the sale of scrap or salvage from school fixed assets. Federal Funds Revenue Include revenues received through the Department of Public Instruction by way of deposits to the state level Unit Disbursing Account at the State Treasurer. Federal Revenue-Other Funds Include revenues received directly from the federal government, or from other sources which are federal funded. These are funds which are not part of the allocation process from DPI, nor reflected on the DPI allotment form. Fines and Forfeitures Local Fund revenue received from Orange County. The sources of the revenue are the fines and forfeitures assessed by the Orange County Courts. Fund Balance Appropriated This code is used for budgetary purposes only. It records the amount of unexpended revenue from 64 prior years which is being carried forward to balance the budget in the budget year pursuant to G.S. 115C-425. Indirect Cost Allocated Include in the Local Current Expense Fund the amounts received from indirect cost allocations. Include in the Child Nutrition Fund the amount of indirect cost charged to a Federal Grant, but not reimbursed to Local Current Expense Fund. Insurance Settle School Property Include monies received in settlement of insurance claims, which arise out of the loss, or destruction of school property that, under current law, would be purchased from the Capital Outlay Fund. Miscellaneous Local Operating Local Fund revenues that are small and Revenues miscellaneous in nature. Other Restricted Local Sources Include revenues received from local sources for restricted purposes, which are not elsewhere classified. Paid Student Meal Supplement Include revenues received from full pay supplements. Reduced Student Meal Supplement Include revenues received from reduced supplements. Rental of School Property Include revenues received for the use of school property by anyone other than the local school administrative unit. This includes fees received for use of school buildings for elections or other civic and public meetings as well as for rents received on longer-term leases of school real property. Sales -Breakfast-Adults Include revenues received from adult breakfasts. Sales -Breakfast-Full Pay Include revenues received from full pay breakfasts. Sales -Lunch -Adults Include revenues received from adult lunches. Sales -Lunch -Full Pay Include revenues received from full pay lunches. Sales -Lunch -Reduced Include revenues received from reduced lunches. Sales - Other Include other revenues received from sales not elsewhere classified Sales - Supplemental Sales Include revenues received from supplemental sales Sales and Use Tax Include revenues received from local government non-restricted sales tax sources. State Allocated Restricted to Capital Includes all revenues received from the Department Outlay of Public Instruction, and other state agencies for capital outlay. The specific program or area in 65 which this revenue is being used must be indicated by PRC in order to designate the distinction of funding sources. State Public School Fund Revenue Include revenues allocated via the allotment process (and appearing on the allotment report) by the Department of Public Instruction from which expenditures for current operations are made by writing a warrant on the State Treasurer. State Reimbursement for Breakfast Include revenues received from state funds for reduced price breakfasts Supplemental Tax- Current Year Include revenues received from taxes levied on behalf of the local school administrative unit pursuant to G.S. 115C-5I I for the current year. Supplemental Tax-Prior Years Include revenues received from taxes levied on behalf of the local school administrative unit pursuant to G.S. 115C-5I I for prior years subject to the provisions of G.S. 159-27. Textbooks Include revenues received from the Department of Public Instruction for the purchase of textbooks. Tuition &Fees -Regular Local Fund revenue received from parents of students who attend CHCCS but live outside the district. The tuition is set each year to match the county and district tax revenues. USDA Grant Summer Feeding Include revenues received from the Department of Programs Public Instruction from the United States Department of Agriculture Grants - Summer Feeding Program for school food service. USDA Grants - Commodities Used This revenue represents the value of commodity foods used. USDA Grants - Regular Include revenues received from the Department of Public Instruction for the United States Department of Agriculture Grants -Regular for school food services. 66 Appendix D: Description and Explanation of Line Items 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 purposes, 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 students. 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 assistants, 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.) 5200 Special Populations Services 67 Costs of activities for identifying and serving students (in accordance with state and federal regulations) having special 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 populations' 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. 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 include 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 educational settings, instructional delivery models, and supporting services for identified students. 5400 School Leadership Services Costs of activities concerned with directing and managing the learning opportunities for students within a particular school. These activities also include the work of clerical staff, in support of the teaching and leadership functions. 5500 Co-Curricular Services Costs of school-sponsored activities, under the guidance and supervision of LEA staff, designed to motivate students, 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 included are student-financed and managed activities such as clubs and proms. 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. 5900 Reserved for future use System-Wide Support Services (6000) 68 System-wide support services include the costs of activities providing systemwide support for school-based programs, 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 are included here. 6100 Support and Development Services Cost of activities that provide program leadership, support, and development services for programs providing students in grades K-12 with learning experiences to prepare them for activities as workers, citizens, and family members (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.) 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 impediments 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, elementary, and secondary services for the special populations. 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 alternative 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, extended day, services to help keep students in school, as well as alternative educational settings, instructional delivery models, and supporting services for identified students. 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. Also included is the development and implementation of technological systems; and technology user support services for the LEA. 6500 Operational Support Services Costs of activities for the operational support of the school system such as printing and copying services, communication services, utility services, transportation of students, 69 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.) 6600 Financial and Human Resource 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. 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. 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 system-wide services. 6900 Policy, Leadership and Public Relations Services Costs of activities concerned with the overall general administration of and executive responsibility for the entire LEA. 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. 70 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 postsecondary 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 unbudgeted funds, debt service payments, scholarship payments, payments on behalf of educational foundations, contingency 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 services rendered to pupils residing in the paying LEA. It is also used for indirect cost when used in conjunction with object code 392. 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 71 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 equipment, 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,maintenance 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. 72 Name Title Term Physical Address Mailing Address Phone Number Email Address Fax Number(If Applicable) Jillian LaSerna Chair 4 Years(2023) 750 S Merritt Mill Rd,Chapel Hill,NC 27516 750 S Merritt Mill Rd,Chapel Hill,INC 27516 919-283-2880 jlaserna@chccs.k12.nc.us N/A Deon Temne Vice Chair 4 Years(2023) 750 S Merritt Mill Rd,Chapel Hill,NC 27516 750 S Merritt Mill Rd,Chapel Hill,INC 27516 202-681-9726 dtemne@chccs.k12.nc.us N/A Rani Dasi 4 Years(2023) 750 S Merritt Mill Rd,Chapel Hill,NC 27516 750 S Merritt Mill Rd,Chapel Hill,INC 27516 919-869-7055 rdasi@chccs.kl2.nc.us N/A Lisa Kaylie 4 Years(2021) 750 S Merritt Mill Rd,Chapel Hill,NC 27516 750 S Merritt Mill Rd,Chapel Hill,INC 27516 615-289-6814 Ikaylie@chccs.kl2.nc.us N/A Ashton Powell 4 Years(2023) 750 S Merritt Mill Rd,Chapel Hill,NC 27516 750 S Merritt Mill Rd,Chapel Hill,INC 27516 919-619-4548 apowell@chccs.kl2.nc.us N/A Mary Ann Wolf 4 Years(2021) 750 S Merritt Mill Rd,Chapel Hill,NC 27516 750 S Merritt Mill Rd,Chapel Hill,INC 27516 410-903-0605 mawolf@chccs.kl2.nc.us N/A