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SHELBY COUNTY SCHOOLSPROPOSED BUDGETFISCAL YEAR 2013-14MAY 12, 2013PREPARED BYDEPARTMENT OF FINANCEwww.scsk12.org160 South...
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SHELBY COUNTY BOARD OF COMMISSIONERSCOMMISSIONER DISTRICT TERM EXPIRATIONWilliam “Billy” Orgel, Chairman District 7 Commis...
iiADMINISTRATIONSuperintendent Dorsey E. Hopson II, Esq.Chief Academic Officer Dr. Roderick RichmondChief of Business Oper...
iiiSHELBY COUNTY SCHOOLSMissionPreparing all students for success in learning, leadership, and life.Vision StatementOur Di...
Table of ContentsBoard of Commissioners .....................................................................................
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SHELBY COUNTY SCHOOLSBUDGET PLANNING AND PREPARATION CALENDARFISCAL YEAR 2013-14October 26, 2012October 30, 2012DRAFT BUDG...
SHELBY COUNTY SCHOOLSPROPOSED BUDGET ASSUMPTIONSFISCAL YEAR 2013 - 2014GENERAL:1. Enrollment projections were developed by...
SHELBY COUNTY SCHOOLSPROPOSED BUDGET ASSUMPTIONSFISCAL YEAR 2013 - 2014EXPENDITURES:1. Budget development was focused on t...
2013-14Shelby County Schools Staffing FormulaClassroom TeachersGrades K-3One teacher per every 20 students will be allocat...
2013-14Shelby County Schools Staffing FormulaAssistant PrincipalsHigh School Middle School ElementaryEnrollment Staff Enro...
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SHELBY COUNTY SCHOOLSPROPOSED BUDGETFISCAL YEAR 2013-14General FundSource of Funds 1,151,675,610$Expenditures 1,187,446,02...
FUND BALANCEFund Balance as of June 30, 2012Memphis City Schools 143,280,896$Shelby County Schools 28,658,953 171,939,849$...
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SHELBY COUNTY SCHOOLSPROPOSED GENERAL FUND REVENUEFISCAL YEAR 2013-14$1,151,675,6102013-14Proposed BudgetPercentage of2013...
SHELBY COUNTY SCHOOLSPROPOSED GENERAL FUND EXPENDITURESFISCAL YEAR 2013-14$1,187,446,0262013-14ProposedBudgetPercentage of...
SHELBY COUNTY SCHOOLSCOMPARATIVE ENROLLMENTFISCAL YEARS 2013 AND 20142012-2013 2013-14GRADE ACTUAL PROJECTED VarianceKinde...
Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14GRAND TOTAL REVENUE...
CITY OF MEMPHISIn previous years, City of Memphis funding was comprised of Current Property Taxes, Delinquent Taxes,in Lie...
Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14CITY OF MEMPHIS Bud...
COUNTY OF SHELBYNOTE: In July 2007, the County Commission approved a resolution that changed education fundingretroactive ...
Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14COUNTY OF SHELBY Bu...
LOCAL SALES TAXCOUNTY SALES TAX - The first one-half of the $.0225 of collection has been designated for education.Previou...
Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14LOCAL SALES TAX Bud...
STATE OF TENNESSEEBASIC EDUCATION PROGRAM – These revenues include the school district’s share of funds under theBasic Edu...
Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14STATE OF TENNESSEE ...
FEDERAL FUNDSADULT BASIC EDUCATION – Financial assistance is provided to school systems offering the basic educationcourse...
Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14FEDERAL FUNDS Budge...
OTHER LOCAL REVENUETUITION – These revenues are for students to attend the various educational programs.CHARGES FOR SERVIC...
Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14OTHER LOCAL REVENUE...
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EXPENDITURESBYMAJOR OBJECT25
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SHELBY COUNTY SCHOOLSPROPOSED GENERAL FUND BUDGETEXPENDITURES BY MAJOR OBJECTFISCAL YEAR 2013-142013-14 PercentProposed of...
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EXPENDITURESBYSTATE FUNCTION29
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SHELBY COUNTY SCHOOLSPROPOSED GENERAL FUND BUDGETEXPENDITURE AND POSITION SUMMARY BY STATE FUNCITONFISCAL YEAR 2013-14Perc...
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EXPENDITURESBYDEPARTMENT33
SHELBYCOUNTYSCHOOLSPROPOSEDGENERALFUNDBUDGETEXPENDITUREANDPOSITIONSUMMARYBYDEPARTMENTFISCALYEAR2013-14DepartmentProposedBu...
SHELBYCOUNTYSCHOOLSPROPOSEDGENERALFUNDBUDGETEXPENDITUREANDPOSITIONSUMMARYBYDEPARTMENTFISCALYEAR2013-14DepartmentProposedBu...
SHELBYCOUNTYSCHOOLSPROPOSEDGENERALFUNDBUDGETEXPENDITUREANDPOSITIONSUMMARYBYDEPARTMENTFISCALYEAR2013-14DepartmentProposedBu...
BOARDOFCOMMISSIONERSTheBoardwillbeguidedbythegeneralmandatorypowersanddutiesoftheBoardasdefinedthroughstatute,whichstateor...
SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETBOARDOFEDUCATIONFISCALYEAR2013-14ProposedBudgetSalaries173,863$Benefits61,662ContractedSe...
SuperintendentChiefAcademicOfficerChiefofBusinessOperationsChiefofStudentServicesChiefofPlanning&AccountabilityChiefInform...
SUPERINTENDENTDorseyHopsonII,EsqMISSIONSTATEMENT:TheOfficeoftheSuperintendentexiststoensurethatallstudentsintheShelbyCount...
SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETSUPERINTENDENTFISCALYEAR2013-14ProposedBudgetSalaries$473,302Benefits69,846ContractedServ...
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ParalegalExecutiveAssistantGeneralCounselAssociateCounselChiefLitigationOfficerAssociateCounselSeniorAssociateCounselSenio...
GENERALCOUNSELMISSIONSTATEMENT:ThemissionoftheOfficeofGeneralCounselistoprovidein-houselegalrepresentationtotheBoardofEduc...
SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETGENERALCOUNSELFISCALYEAR2013-14GeneralCounselLaborRelationsPolicyTotalGeneralCounselSalar...
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ChiefAcademicOfficerDirectorofK-16SchoolInitiativesDirectorofCurriculum&InstructionDirectorofCareer&TechnicalEdDirectorofF...
ACADEMICOFFICEDr.RoderickRichmond,ChiefAcademicOfficerThepurposeoftheAcademicAffairsDivisionistooverseetheplanning,develop...
ACADEMICOFFICE(concl’d)run/chartermanaged,LEAauthorizedcharters,andthestaterunASD.Throughoutthisportfolio,schoolswillhaved...
SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETACADEMICOFFICEFISCALYEAR2013-14AcademicOfficeCurriculumEnglishSecondLanguageSTEMSalaries5...
SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETACADEMICOFFICECONTINUEDFISCALYEAR2013-14TextbooksWorldLanguageBandandStringsBandInstrumen...
SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETACADEMICOFFICECONTINUEDFISCALYEAR2013-14ExceptionalChildren-Homebound&HospitalExceptional...
SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETACADEMICOFFICECONTINUEDFISCALYEAR2013-14OptionalSchoolsAlternativeSchoolsAdolescentParent...
SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETACADEMICOFFICECONCLUDEDFISCALYEAR2013-14HollisFPriceMiddleCollegeCareerLadderExtendedCont...
DirectorTransportationDirectorofProcurementDirectorofFacilitiesDirectorofNutritionDirectorofFacilityPlanning&PropertyHighl...
BUSINESSOPERATIONSOFFICEHiteshHaria,ChiefofBusinessOperationsMISSIONSTATEMENT:TheChiefofBusinessOperationsisresponsiblefor...
SHELBYCOUNTYSCHOOLSXPROPOSEDBUDGETXBUSINESSOPERATIONSXFISCALYEAR2013-14RiskManagementBusinessOperationsAdminTransportation...
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ChiefofStaffDirectorCommunicationsManagerofParent&CommunityEngagementOmbudsman(Advisor)StrategicPlanningAnalystExecutiveAs...
CHIEFOFSTAFFDavidStephens,ChiefofStaffMISSIONSTATEMENT:TosupporttheOfficeoftheSuperintendent,ensuringtheimplementationofdi...
SHELBYCOUNTYSCHOOLSxPROPOSEDBUDGETxCHIEFOFSTAFFxFISCALYEAR2013-14xChief of StaffCommunicationsInstructional TelevisionComm...
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ChiefFinancialOfficerDirectorofPayrollDirectorofAccounting&ReportingDirectorofBudget&FiscalPlanningManagerofFinancial&Bus....
FINANCEPamelaAnstey,ChiefFinancialOfficerMISSIONSTATEMENT:TheDepartmentofFinanceisresponsibleformanagingtheoverallbudgetde...
SHELBYCOUNTYSCHOOLSXPROPOSEDBUDGETXFINANCEXFISCALYEAR2013-14XFinanceAccounting and Reporting  Budget and Fiscal Planning P...
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ExecutiveAssistantChiefHumanCapitalOfficerHighlySpecializedProfessionalHumanCapitalandTalentManagementDirectorofPerformanc...
HUMANCAPITAL&TALENTMANAGEMENTOFFICELauraLink,ChiefHumanCapitalOfficerMISSIONSTATEMENT:ThemissionoftheHumanCapitalOfficeist...
SHELBYCOUNTYSCHOOLSxPROPOSEDBUDGETxHUMANCAPITALANDTALENTMANAGEMENTxFISCALYEAR2013-14xBoardofEducation(Commissioners)Perfor...
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ExecutiveAssistantChiefInformationOfficerDirectorofBusinessRelationships&CustomerServiceDirectorofEducationTechnologyServi...
INFORMATIONTECHNOLOGYOFFICERichValerga,ChiefInformationOfficerMISSIONSTATEMENT:Toleveragetechnologyandprovidevaluetotaxpay...
SHELBYCOUNTYSCHOOLSXPROPOSEDBUDGETXINFORMATIONTECHNOLOGYXFISCALYEAR2013-14XInformaitonTechnologyRelationshipsandCustomerSe...
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ExecutiveAssistantChiefInnovationOfficerRegionalSuperintendents,I-ZoneDirectorofCharterSchoolsHighlySpecializedSharedServi...
INNOVATIONOFFICEDr.TimSetterlund,ChiefInnovationOfficerMISSIONSTATEMENT:TheprimaryfunctionoftheOfficeofInnovationistopromo...
SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETINNOVATIONOFFICEFISCALYEAR2013-14InnovationOfficeVirtualLearningTotalSalaries609,577$592,...
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ExecutiveAssistantChiefInternalAuditorSeniorInternalAuditor(SchoolSupportAudits)(Analyst)SeniorInternalAuditor(SchoolSuppo...
INTERNALAUDITMelvinBurgess,ChiefAuditorMISSIONSTATEMENT:InternalAuditingisanindependent,objectiveassuranceandconsultingact...
SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETINTERNALAUDITFISCALYEAR2013-14InternalAuditSalaries783,571.00$Benefits201,549ContractedSe...
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HighlySpecializedP&AAnalystChiefofPlanning&AccountabilityDirectorofStudentInformatinManagementDirectorofAssessmentandAccou...
PLANNINGANDACCOUNTABILITYWilliamE.WhiteII,ChiefofPlanningandAccountabilityMISSIONSTATEMENT:ThemissionoftheDepartmentofPlan...
SHELBYCOUNTYSCHOOLSxPROPOSEDBUDGETxPLANNINGANDACCOUNTABILITYxFISCALYEAR2013-14xxPlanningandAccountabilityStudentInfoManage...
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ExecutiveAssistantChiefofStudentServicesDirectorofAttendance&DisciplineDirectorofCoordi-natedSchoolHealthExecutiveDirector...
STUDENTSERVICESHerchelH.Burton,ChiefofStudentServicesMISSIONSTATEMENT:Themissionistosupportallthestudentsofthenew-formedsc...
SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETSTUDENTSERVICESFISCALYEAR2013-14Attendance&DisciplineSafety&SecurityStudentSupportAthleti...
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OTHERSUBSTITUTES:TheSubstitutebudgetprovideshighlyqualifiedsubstituteteachersfortheclassroomduringregularteacherabsencesin...
SHELBYCOUNTYSCHOOLSxPROPOSEDBUDGETOTHERxFISCALYEAR2013-14xxSubstitutesCharterSchoolsBenefits-RetireesDebtServiceSalaries10...
CAPITALIMPROVEMENTPROGRAMFUND93
CAPITALIMPROVEMENTPROGRAMFUNDTheCapitalImprovementProgramfundisdefinedtoaccountforfinancialresourcesusedfortheacquisitiono...
SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14Project#Description2013-14204BelleForestCommunitySchoolSt...
SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14Project:204BelleForestCommunitySchoolStartupStartDate:Dec...
SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14PROJECTSUMMARY(cont’d)Project:239ADAImprovementsStartDate...
SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14PROJECTSUMMARY(cont’d)Project:304General(MultipleSites)St...
SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14PROJECTSUMMARY(cont’d)Project:309LifeSafety–FireAlarms(Mu...
SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14PROJECTSUMMARY(cont’d)Project:329NewSoutheastShelbyCounty...
SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14PROJECTSUMMARY(concl’d)Project:342PaintingStartDate:Sept-...
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NON-FEDERALSPECIALREVENUEFUND103
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
Proposed budget for 2013-14 for merged school district
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Proposed budget for 2013-14 for merged school district

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Proposed budget for 2013-14 for merged school district

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  1. 1. SHELBY COUNTY SCHOOLSPROPOSED BUDGETFISCAL YEAR 2013-14MAY 12, 2013PREPARED BYDEPARTMENT OF FINANCEwww.scsk12.org160 South Hollywood ● Memphis, TN 38112Shelby County Schools offers educational and employment opportunities without regard to race, color, national origin, religion, sex,creed, age, or disability.
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  3. 3. SHELBY COUNTY BOARD OF COMMISSIONERSCOMMISSIONER DISTRICT TERM EXPIRATIONWilliam “Billy” Orgel, Chairman District 7 Commissioner (Elected) 8/31/2014Teresa D. Jones, Vice-Chairman District 2 Commissioner (Elected) 8/31/2016Christopher Caldwell District 1 Commissioner (Elected) 8/31/2014Dr. Snowden Carruthers District 1 Commissioner (Elected) 8/31/2013Ernest L. Chism District 7 Commissioner (Elected) 8/31/2013Joseph A. Clayton District 4 Commissioner (Elected) 8/31/2013Stephanie Gatewood District 1 Commissioner (Elected) 8/31/2013Diane L. George District 6 Commissioner (Elected) 8/31/2013Mary Anne Gibson District 5 Commissioner (Appointed) 8/31/2013Tomeka R. Hart District 7 Commissioner (Elected) 8/31/2013Martavius D. Jones District 4 Commissioner (Elected) 8/31/2013Sara L. Lewis District 6 Commissioner (Elected) 8/31/2013Dr. Oscar Love District 3 Commissioner (Appointed) 8/31/2013Betty J. Mallott District 2 Commissioner (Elected) 8/31/2013David A. Pickler District 5 Commissioner (Elected) 8/31/2014Reginald Porter, Jr. District 6 Commissioner (Elected) 8/31/2016David Reaves District 3 Commissioner (Elected) 8/31/2014Patrice Jordan Robinson District 3 Commissioner (Elected) 8/31/2013Dr. Jeff S. Warren District 5 Commissioner (Elected) 8/31/2013Dr. Kenneth T. Whalum, Jr. Commissioner At-Large Position 2 (Elected) 8/31/2013Dr. Freda Williams Commissioner At-Large Position 1 (Elected) 8/31/2013Mike Wissman District 2 Commissioner (Elected) 8/31/2013Kevin Woods District 4 Commissioner (Elected) 8/31/2016i
  4. 4. iiADMINISTRATIONSuperintendent Dorsey E. Hopson II, Esq.Chief Academic Officer Dr. Roderick RichmondChief of Business Operations Hitesh HariaChief Financial Officer Pamela AnsteyChief Human Capital Officer Laura LinkChief Information Officer Rich ValergaChief Innovation Officer Dr. Tim SetterlundChief Internal Auditor Melvin T. Burgess IIChief of Planning and Accountability William E. White IIChief of Staff David StephensChief of Student Services Herchel BurtonGeneral Counsel
  5. 5. iiiSHELBY COUNTY SCHOOLSMissionPreparing all students for success in learning, leadership, and life.Vision StatementOur District will be the premier school district attracting a diverse student population and effectiveteachers, leaders, and staff all committed to excellence.Core Beliefs and CommitmentsWe believe that all students can achieve at high global academic standards that will prepare them tobecome successful in life.o We commit to prepare all students to achieve at high global academic standards.o We commit to closing the achievement gap.o We commit to be accountable for successfully implementing rigorous standards.We believe that all students require quality resources and supports to achieve high levels of success.o We commit to equitable distribution of quality resources and supports to all students.o We commit to providing a safe and nurturing school environment for all students.We believe that effective teachers and school leaders are essential to high student achievement.o We commit to recruiting, hiring, training, retaining, and supporting effective teachersand school leaders.o We commit to create and sustain a culture of high expectations.We believe that strong public support and community partnerships are essential for all students to excel.o We commit to meaningfully engaging families in the education of their children.o We commit to working collaboratively with all community stakeholders.We believe that our school system can be a high performing, accountable, and transparent organization.o We commit to being a high performing, accountable, and transparent organization.
  6. 6. Table of ContentsBoard of Commissioners ....................................................................................................... iAdministration ......................................................................................................................iiMission, Vision, Beliefs and Commitments ..............................................................................iiiINTRODUCTIONBudget Calendar .................................................................................................................. 1Budget Assumptions............................................................................................................. 2Staffing Formula .................................................................................................................. 4SUMMARYProposed Budget All Funds ................................................................................................... 6General Fund-Fund Balance .................................................................................................. 7General Fund Revenue Summary........................................................................................... 8General Fund Expenditures Summary .................................................................................... 9Enrollment .........................................................................................................................10REVENUETotal Revenue ....................................................................................................................11City of Memphis..................................................................................................................12County of Shelby ................................................................................................................14Local Sales Tax...................................................................................................................16State of Tennessee .............................................................................................................18Federal Funds.....................................................................................................................20Other Local Revenue...........................................................................................................22EXPENDITURESExpenditures by Major Object ..............................................................................................26Expenditure by State Function..............................................................................................29Expenditures by Department................................................................................................33OTHER FUNDSCapital Improvement Program Fund .....................................................................................93Non-Federal Programs Fund...............................................................................................103Nutrition Services Fund......................................................................................................127Federal Programs Fund......................................................................................................133Internal Service Funds.......................................................................................................153
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  8. 8. SHELBY COUNTY SCHOOLSBUDGET PLANNING AND PREPARATION CALENDARFISCAL YEAR 2013-14October 26, 2012October 30, 2012DRAFT BUDGET CALENDER PRESENTED TO SUPERINTENDENTSDRAFT BUDGET CALENDAR AND ASSUMPTIONS PRESENTED AT REGULARBUSINESS MEETINGNovember 30, 2012 MCS & SCS General, CIP, and Special Revenue Fund information packets, guidelines andenrollment projections provided to budget center managersDecember 14, 2012 MCS & SCS Budget requests due from budget center managersFebruary 4, 2013February 4th& 5th, 2013February 12, 2013February 23, 2013INITIAL BUDGET PRESENTED TO BOARD BY TRANSITION STEERINGCOMMITTEECOMMUNITY FORUMS HELD FROM 6:00 – 8:00 PM EACH EVENINGSPECIAL CALLED BOARD MEETING FOR APPROVAL OF INITIAL FY2013-14BUDGETBUDGET RETREAT WITH SHELBY COUNTY BOARD OF COMMISSIONERSMay 12, 2013May 14, 2013PROPOSED BUDGET DELIVERED TO BOARD OF COMMISSIONERSPROPOSED BUDGET - ALL FUNDS – BOARD PRESENTATION WITHCOMMUNITY INPUT 5:30 PMMay 15, 2013 PROPOSED BUDGET - ALL FUNDS – BOARD QUESTION AND ANSWER SESSION12:00 NOONMay 16, 2013 SPECIAL CALLED BOARD MEETING FOR APPROVAL OF FY2013-14 BUDGET1:00 PMMay 20, 2013 SUBMIT PROPOSED BUDGET TO SHELBY COUNTY BOARD OF COMMISSIONERSMay 22, 2013 SHELBY COUNTY GENERAL FUND BUDGET HEARINGTBDAUGUST 1, 2013BUDGET SUBMITTED TO BOARD OF COMMISSIONERS FOR FINAL APPROVALSUBMIT BUDGET TO STATE OF TENNESSEEBoldface dates are Board of Education meeting or discussion/action dates.1
  9. 9. SHELBY COUNTY SCHOOLSPROPOSED BUDGET ASSUMPTIONSFISCAL YEAR 2013 - 2014GENERAL:1. Enrollment projections were developed by school site assuming a continual decline in base enrollment.2. The current 30 charter schools will add a grade level as identified or outlined in the contracts. The District hasplanned for 41 charter schools for Fiscal Year 2013-14. Eleven of the 41 schools are charter operators whoseapplications were approved in Fiscal Year 2011-12, but have not yet opened. These schools are planning toopen in Fiscal Year 2013-14.3. The District plans to continue recruiting, training, and retaining highly effective teachers to accelerate studentachievement, which will require the redeployment of resources and adjustments to various practices andprocedures within SCS.4. A review was conducted to identify school consolidations and closures. Some of the factors considered were:facility index, declining enrollment, waning birthrates/maturing population and increased housing/vacancies byzip code. The District will close the following schools: Orleans Elementary, Norris Elementary, Coro LakeElementary and White’s Chapel Elementary.5. Shelby County Schools issued a Request For Proposals (RFPs) for the outsourcing of Custodial Services,Transportation and Harmonization of Employee Benefits. These items were proposed in the Transition PlanningCommission’s plan to be reviewed to identify potential savings. The savings are reflected in the proposedbudget.6. The District expects enrollment shifts to the Achievement School District (ASD) to continue. The ASD will directrun three additional schools and have authorized for Charter Management Organizations to either phase in ortotally run seven additional schools.REVENUES:1. Fiscal Year 2013-14 local property tax rates and revenue budgets for education may increase from the 2012-13Fiscal Year budget due to the merger. Generally, local sources of revenues, on a per pupil basis, remainrelatively unchanged from year to year in order to remain in compliance with BEP Maintenance of Effort.However, due to the consolidation, Maintenance of Effort will be re-calculated and averaged over the nextthree years.2. The indirect cost rate of 15.89% for non-restricted programs (Nutrition) and 3.28% Restricted Programs(Federal Grants) has been applied to applicable expenditures.3. Fiscal Year 2013-14 Sales Tax Revenues are expected to increase slightly by approximately 3% based uponFiscal Year 2012-13 collections to date and historical trends.4. The budget will be balanced by enacting expenditure controls for efficient, economical, and effective use ofresources.5. Fiscal Year 2013-14 assumes that all other revenues are projected to remain flat.2
  10. 10. SHELBY COUNTY SCHOOLSPROPOSED BUDGET ASSUMPTIONSFISCAL YEAR 2013 - 2014EXPENDITURES:1. Budget development was focused on the District’s strategic plan, academic goals and improvements asidentified by the Superintendent, Board of Commissioners and stakeholders.2. Emphasis was placed on identification of efficiencies, reengineering of operations, identification of revenuegenerators, and prudent review of alternative funding sources to maximize resources. Efficiencies andinvestments were identified and tracked separately.3. The District prepared the budget using a combination of Zero Based Budget Methodology, as well as Boardapproved recommendations from the Transition Planning Commission and the Transition Steering Committee.All costs were scrutinized and funded based on the value added or outcome to the District’s Mission, Visionand Core Beliefs.4. The budget reflects increases identified as: non-controllable items (contracts, gasoline, postage, utilities, etc.);functional assignments as realigned; or necessary investments to support the strategic plan of the District.5. The budget was built to fund: mandated costs, grant matching requirements and substantiated cost for currentprograms; less efficiencies or cost savings; plus initiatives required to reach the goals of high academicallyperforming schools, safe schools, improved graduation rates, and fiscal accountability.6. Fiscal Year 2013-14 allows for step increases and no cost of living adjustment (COLA). The District hasrequested a waiver from the State of Tennessee to use the component of Basic Education Program fundsallocated to the COLA instead for harmonization of salaries for teachers, assistant principals and principals.7. Health insurance reflects changes in Board contribution rates. Effective July 2013, rates will depend on theresults of the harmonization and change of plan design.8. SCS will continue to provide health care through a Medicare Supplement to Medicare eligible retirees. Thebudget does not include a contribution towards the Other Post-Employment Benefits (OPEB) unfunded liability.As of June 30, 2012, the combined District’s unfunded OPEB liability was $1,409,004,035.9. Retirement benefit costs are normally adjusted by the State on a biennial basis. The State adjusted theDistrict’s retirement rates for Fiscal Year 2013-14 due to the merger. The District has budgeted the followingrates: 8.88% for certificated and 8.96% for classified employees.10. Budget development was based on revised teacher staffing formulas for Fiscal Year 2013-14. The formulascomply with State requirements. (See following page.)11. A contingency was built into the budget to cover transitional costs not yet identified.3
  11. 11. 2013-14Shelby County Schools Staffing FormulaClassroom TeachersGrades K-3One teacher per every 20 students will be allocated.Grades 4-5One teacher per every 25 students will be allocated.Grades 6-8One teacher per every 24 students will be allocated for enrollment less than 600.One teacher per every 21.5 students will be allocated for enrollment greater than600.Grades 9-12One teacher per every 24 students will be allocated for enrollment less than 1,200.One teacher per every 22.5 students will be allocated for enrollment greater than1,200.Career and TechnologyOne teacher per every 20 students will be allocated.English as a Second Language (ESL)One teacher per every 40 students will be allocated.ROTCStaffed as follows:Enrollment Officer NCO100-150 1 1151-250 1 2251-350 1 3351-499 1 44
  12. 12. 2013-14Shelby County Schools Staffing FormulaAssistant PrincipalsHigh School Middle School ElementaryEnrollment Staff Enrollment Staff Enrollment Staff1 650 1 1 650 1 1 500 0651 1200 2 651 1200 2 501 650 11201 1600 3 1201 1600 3 651 1,200 2>1,601 5 >1,601 5 >1,201 3*Includes one Vice-PrincipalGuidance CounselorsHigh School Middle School ElementaryEnrollment Staff Enrollment Staff Enrollment Staff1 749 1 1 749 1 1 249 0.5750 999 2 750 999 2 250 1,000 11000 1,499 3 1,000 1,499 3 >1001 21500 1,600 4 1,500 1,600 4>1601 5 >1601 3LibrariansHigh School Middle School ElementaryEnrollment Staff Enrollment Staff Enrollment Staff1 1,500 1 1 Per School 1 1 Per School 1>1,501 2ClericalHigh School Middle School ElementaryEnrollment Staff Enrollment Staff Enrollment Staff1 500 2 1 500 2 1 500 2501 1,000 3 501 1,000 3 501 1,000 31,001 1,500 4 1001 1,500 4 1001 1,500 41,501 2,000 6 1501 2,000 6 1501 2,000 6>2,001 7 >2,001 7 >2,001 7Elementary Physical Education, Music & Art TeachersPhysical Education Art and MusicHomeroom Teachers Staff Homeroom Teachers Staff1 20 1 1 15 0.621 22 1.2 16 20 0.823 1.4 21 25 124 25 1.6 26 30 1.426 1.8 31 35 1.627 45 2 36 40 1.827 45 2 36 40 1.846 47 2.2 41 45 248 49 2.4 46 50 2.250 51 2.6 51 55 2.452 53 2.8 56 60 2.654 55 3 61 65 2.856 57 3.258 60 3.4Elementary Educational AssistantsEnrollment Staff1 449 1450 649 2650 850 3>851 4High School Study Hall1 per schoolHigh School In School Suspension1 per schoolMiddle School In School Suspension1 per school5
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  14. 14. SHELBY COUNTY SCHOOLSPROPOSED BUDGETFISCAL YEAR 2013-14General FundSource of Funds 1,151,675,610$Expenditures 1,187,446,026$Budget Gap (35,770,416)$Capital Improvement ProgramAnticipated Use of Fund Balance 13,077,174$Revenues 54,723,447Total Source of Funds 67,800,621Expenditures 67,800,621Budget Variance -$Non-Federal ProgramsEstimated Beginning Balance 4,190,189$Revenues 29,182,950Total Source of Funds 33,373,139Expenditures 32,670,280Estimated Ending Balance 702,859$Nutrition ServicesAnticipated Use of Fund Balance 4,047,418$Revenues 83,533,993Total Source of Funds 87,581,411Expenditures 87,581,411Budget Variance -$Federal ProgramsRevenues 132,053,634$Expenditures 132,053,634$Internal Service FundRevenues 3,667,309$Expenditures 3,667,309$6
  15. 15. FUND BALANCEFund Balance as of June 30, 2012Memphis City Schools 143,280,896$Shelby County Schools 28,658,953 171,939,849$(Source: Pages 118 and 43 of Memphis CitySchools and Shelby County Schools AnnualFinancial Reports For the Year Ended June 30,2012, respectively)Less:Nonspendable:Inventories (12,730,266)Restricted for:BEP reservation for FY2013 ($1,261,589,292 x 3%) (37,847,679)Instruction - Extended Contract (663,410)Instruction - Career Ladder (33,691) (38,544,780)Assigned to:Education (4,000,000)Encumbrances (18,539,069)Legal Liability (2,000,000)OPEB (12,000,000)Planned Use of Fund Balance - FY 2012-13 (40,020,089) (76,559,158)Unassigned Fund Balance, June 30, 2012 44,105,645Add: BEP reservation for FY2013 ($1,261,589,292 x 3%) 37,847,679Less:2013-14 BEP ReserveTCA 49-3-352 (c)3% State Mandated Set-Aside of Expenditures($1,187,446,026 x 3%) (35,623,381)Estimated Unassigned Fund Balance June 30, 2013 46,329,943$SHELBY COUNTY SCHOOLSGENERAL FUND BALANCE7
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  17. 17. SHELBY COUNTY SCHOOLSPROPOSED GENERAL FUND REVENUEFISCAL YEAR 2013-14$1,151,675,6102013-14Proposed BudgetPercentage of2013-14 BudgetCity of Memphis -$ 0.00%Shelby County 509,196,910 44.22%State of Tennessee 621,606,466 53.97%Federal Government 13,347,550 1.16%Other Local Sources 7,524,684 0.65%Total Revenue 1,151,675,610$ 100.00%Shelby County44.22%State of Tennessee53.97%Federal Government1.16%Other Local Sources.65%8
  18. 18. SHELBY COUNTY SCHOOLSPROPOSED GENERAL FUND EXPENDITURESFISCAL YEAR 2013-14$1,187,446,0262013-14ProposedBudgetPercentage of2013-14BudgetSalaries 723,651,694$ 60.94%Employee benefits 232,620,179 19.59%Contracted services 76,432,215 6.44%Supplies & materials 60,871,943 5.13%Other charges 18,895,049 1.59%Debt service 592,879 0.05%Capital outlay 8,424,956 0.71%Charter schools 65,957,111 5.55%Total Expenditures 1,187,446,026$ 100.00%Salaries60.94%Employee benefits19.59%Contracted services6.44%Supplies &materials5.13%Other charges1.59%Debt service0.05%Capital outlay0.71%Charter schools5.55%9
  19. 19. SHELBY COUNTY SCHOOLSCOMPARATIVE ENROLLMENTFISCAL YEARS 2013 AND 20142012-2013 2013-14GRADE ACTUAL PROJECTED VarianceKindergarten 11,606 10,731 (875)1 11,530 11,338 (192)2 10,868 11,043 1753 11,097 10,456 (641)4 11,303 10,458 (845)5 10,844 10,630 (214)Total K-5 67,248 64,656 (2,592)6 9,682 10,028 3467 10,166 9,669 (497)8 10,054 9,834 (220)Total 6-8 29,902 29,531 (371)TOTAL K-8 97,150 94,187 (2,963)9 11,536 12,073 53710 10,686 10,232 (454)11 10,006 9,896 (110)12 9,936 9,374 (562)Total 9-12 42,164 41,575 (589)TOTAL K-12 139,314 135,762 (3,552)SPECIAL EDUCATION 2,946 2,867 (79)CHARTER SCHOOLS 7,243 9,646 2,403DAY STUDENT TOTAL 149,503 148,275 (1,228)EVENING SCHOOL:FIRST SEMESTER 316 - * (316)(Contracted)SYSTEM TOTAL 149,819 148,275 (1,544)*Enrollment To Be Determined.10
  20. 20. Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14GRAND TOTAL REVENUE Budget BudgetCity of Memphis -$ 0.00%County of Shelby 369,868,385 32.12%Local Sales Tax 139,328,525 12.10%State of Tennessee 621,606,466 53.97%Federal Funds 13,347,550 1.16%Local Funds 7,524,684 0.65%1,151,675,610$ 100.00%Planned use of Fund Bal. Reserves - 0.00%Proposed General Fund Revenue Budget 1,151,675,610$ 100.00%TOTAL REVENUES11
  21. 21. CITY OF MEMPHISIn previous years, City of Memphis funding was comprised of Current Property Taxes, Delinquent Taxes,in Lieu of Taxes, Court Fines, Moving Traffic Violations, and other funding sources to be determined bythe City of Memphis.Maintenance of Effort: At the time of the merger, the City of Memphis will no longer continue tocontribute maintenance of effort payments. Tennessee Code Annotated Section 49-2-203 requires LocalEducation Agencies (LEAs) to maintain the same level of funding each year either in total budget or on aper pupil basis. However, the TCA Section 49-3-314 allows for a post-merger re-set of the maintenanceof effort levels for three years after the creation of the new LEA. It is assumed that the City will no longercontribute $68 million in annual maintenance of effort payments when it loses its status as a LEA afterthe dissolution of Memphis City Schools.Current Property Tax: In fiscal year 2006, the City Council approved a 27 cent tax increase after the taxrate was adjusted based on the reappraisal of property. The tax rate for education was adjusted to$.8271 of the $3.4332 tax rate less $.005 commission with 94% expected collection. Education’s shareof the tax rate did not change from 2001 through 2008. For fiscal year 2009, the City Council approved areduction of $.6371 in the tax rate for education to 19 cents. A lawsuit was filed with the Chancery Courtcontesting the legality of the reduction. The Court found that that the City was obligated to providefunding. The City filed an appeal and the Tennessee Court of Appeals ruled that the City is responsiblefor funding the school district to comply with the State’s Maintenance of Effort requirement. The Citysought further legal remedies and petitioned the Tennessee State Supreme Court. The district wasnotified on August 25, 2010 that the Supreme Court declined to hear the City of Memphis appealregarding the school funding case. The Courts decision means that the City of Memphis owes theDistrict $55 million for the 2008-2009 school-year. Shelby County Schools will continue to purse thecollection.Delinquent Taxes: This revenue represented taxes that become delinquent sixty days after the tax billsare mailed, normally July 1stof each year.In Lieu Of Taxes: This revenue represented Memphis City Schools’ share of proceeds from organizationsthat pay a set amount of taxes instead of the standard rate.Court Fines – Drug Rehab: This revenue was produced by City designation of $1.00 from each court fineand was to be used for Memphis City Schools’ drug and alcohol programs.Moving Traffic Violations Fines: This revenue was produced by the City designating $10.00 of eachmoving traffic fine and $2.00 of each city court fine was to be used for the Memphis City Schools’ DriverEducation Program.Other: Other sources of funds were used to meet the maintenance of effort requirement.12
  22. 22. Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14CITY OF MEMPHIS Budget BudgetTOTAL CITY OF MEMPHIS -$ 0.00%13
  23. 23. COUNTY OF SHELBYNOTE: In July 2007, the County Commission approved a resolution that changed education fundingretroactive to FY 2007. Total educational funding is now capped at a set budget amount regardless oftotal revenue collections. Beginning with FY 2008, funding realized from growth is applied toward andreduces the Wheel Tax obligation. Revenue growth in excess of the Wheel Tax obligation is placed inan educational trust fund that is held by the County Trustee and these dollars are applied toward thenext fiscal year’s funding cap. Total education funding is expected to remain flat for several years.CURRENT PROPERTY TAX – Prior to FY 2007, revenues were based on the county property tax rate per one hundreddollars of assessed valuation with 98% expected collection. The county property tax rate represented the district’sshare of proceeds based upon a tax rate of $4.02 for City residents and $4.06 for County residents living outside theCity of Memphis, which changed from the 2003 rate of $3.79. Revenue estimates include Trustee Commission.HISTORICAL TAX REFERENCEBudgetedFiscal Year Tax Rate Education Share Value of Penny(Current & Delinquent)2013 $4.02 $1.91 $ 1,729,0002012 4.02 1.91 1,729,000*2011 4.02 1.90 1,729,000*2010 4.02 1.98 1,657,0002009 4.04 2.02 1,619,000DELINQUENT PROPERTY TAX – These taxes represent collections after February 28 of prior years.WHEEL TAX – Effective October 1, 2001, the County wheel tax rate for auto license tag was doubled from $25 to $50on privately owned vehicles; from $40 to $80 on business-owned vehicles, including leased vehicles, and from $10 to$20 on motorcycles. The revenues are divided with half the proceeds designated to the school district’s operatingfunds and the other half is to be used by the county for debt repayment.PRIVILEGE TAX – This tax is an annual business tax with allocation between city and county schools based uponaverage daily attendance.14
  24. 24. Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14COUNTY OF SHELBY Budget BudgetProperty Tax 369,817,065$ 32.11%Privilege Tax 51,320 0.00%TOTAL COUNTY OF SHELBY 369,868,385$ 32.12%15
  25. 25. LOCAL SALES TAXCOUNTY SALES TAX - The first one-half of the $.0225 of collection has been designated for education.Previously to Fiscal Year 2014, it was divided on a weighted full-time equivalent of average daily attendancebasis between the city schools and county schools.16
  26. 26. Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14LOCAL SALES TAX Budget BudgetCounty Sales Tax 139,328,525$ 12.10%TOTAL LOCAL SALES TAX 139,328,525$ 12.10%17
  27. 27. STATE OF TENNESSEEBASIC EDUCATION PROGRAM – These revenues include the school district’s share of funds under theBasic Education Program. Beginning in fiscal year 1994, all state funds except for MedicareReimbursement, Career Ladder, Driver Education, 21stCentury Classrooms, and some mental healthfunds were merged into the Basic Education Program. In July 2007, legislation was passed to raiseadditional funding for education through a ‘cigarette tax’ and from surplus revenues. Accountabilitymeasures and reporting were tied to the funding, which was referred to as BEP 2.0.CAREER TEACHER PROGRAM – The "Career Ladder Program" revenues are restricted and must flow-through to teachers who are eligible to receive the funds.EXTENDED CONTRACT (CAREER LADDER) – This funding is restricted as a flow-through for ExtendedContract expenditures.EXTENDED CONTRACT PROGRAM - The program provides various after school and extended yearinstructional programs to students.DRIVER EDUCATION – State funds are provided to enhance safe driving program within schools. Thestate allocates these funds based upon the number of students served.MENTAL HEALTH - ALCOHOL AND DRUG SERVICES – The Tennessee Department of Health providesfunds for diagnostic and treatment services, early intervention and teacher training.OTHER - State Funding in support of Coordinated School Health, Family Resource Centers and SafeSchools.18
  28. 28. Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14STATE OF TENNESSEE Budget BudgetBasic Education Program 606,950,666$ 52.70%Alcoholic Beverage Tax 3,273,034 0.28%Career Ladder Program 4,957,344 0.43%Extended Contracts 2,214,000 0.19%Driver Education 200,000 0.02%Mental Health 320,000 0.03%Other State Funds 3,691,422 0.32%TOTAL STATE OF TENNESSEE 621,606,466$ 53.97%19
  29. 29. FEDERAL FUNDSADULT BASIC EDUCATION – Financial assistance is provided to school systems offering the basic educationcourses to adults in the community.INDIRECT COSTS – Federal Programs reimburses the school district for a portion of the administrativeservices provided to its programs. In addition, Central Nutrition reimburses the General Fund for Indirectcost.OTHER FEDERAL THROUGH THE STATE – These federal revenues are from various sources. Includesfunds for financial assistance for “high cost” special education students and other federal funds expectedto be received from the State.J.R.O.T.C. REIMBURSEMENT – The Second Region U. S. Army reimburses the school district for conductingJ.R.O.T.C. programs in secondary schools. This represents approximately 50% of the cost for instructorsalaries.20
  30. 30. Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14FEDERAL FUNDS Budget BudgetAdult Basic Education 660,000$ 0.06%Indirect Costs 10,531,456 0.91%Other Federal Flow Through State 666,000 0.06%J.R.O.T.C. Reimbursement 1,490,094 0.13%TOTAL FEDERAL FUNDS 13,347,550$ 1.16%21
  31. 31. OTHER LOCAL REVENUETUITION – These revenues are for students to attend the various educational programs.CHARGES FOR SERVICES/ADMINISTRATIVE FEES – Includes reimbursements form schools for schoolpurchases.RENTAL RECEIPTS – These revenues are generated from rental of facilities owned by the school district.INTEREST EARNINGS FROM INVESTMENTS – Revenues are earned from the districts short-term cashmanagement activities.MISCELLANEOUS – These revenues are generated from library fines, shop fees, sales of obsoleteequipment, lost textbook collections, insurance recoveries, donations, etc.NON-RECURRING – This revenue cannot be reasonably expected to continue from year to year. Examplesinclude legal settlement proceeds that are infrequent in nature or income generated from the sale ofvacant property.22
  32. 32. Shelby County SchoolsProposed General Fund RevenueFiscal Year 2013-142013-14 PercentProposed of 2013-14OTHER LOCAL REVENUES Budget BudgetTuition 1,145,000$ 0.10%Charges for Services 2,974,518 0.26%Rental Receipts 985,000 0.09%Interest Earnings 300,000 0.03%Miscellaneous 1,616,883 0.14%Non-recurring 503,283 0.04%TOTAL LOCAL FUNDS 7,524,684$ 0.65%23
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  34. 34. EXPENDITURESBYMAJOR OBJECT25
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  36. 36. SHELBY COUNTY SCHOOLSPROPOSED GENERAL FUND BUDGETEXPENDITURES BY MAJOR OBJECTFISCAL YEAR 2013-142013-14 PercentProposed of 2013-14MAJOR OBJECT Budget BudgetSalaries 723,651,694$ 60.94%Benefits 232,620,179 19.59%Contracted Services 76,432,215 6.44%Supplies and Materials 60,871,943 5.13%Other Charges 18,895,049 1.59%Debt Service 592,879 0.05%Capital Outlay 8,424,956 0.71%Charter Schools 65,957,111 5.55%TOTAL EXPENDITURES 1,187,446,026 100.00%Staffing Level 13,36527
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  38. 38. EXPENDITURESBYSTATE FUNCTION29
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  40. 40. SHELBY COUNTY SCHOOLSPROPOSED GENERAL FUND BUDGETEXPENDITURE AND POSITION SUMMARY BY STATE FUNCITONFISCAL YEAR 2013-14Percent PercentProposed of 2013-14 Budgeted of 2013-14Budget Budget Positions BudgetINSTRUCTIONRegular Education Instruction 544,192,953$ 45.83% 7,150.0 53.50%Alternative Education Instruction 19,654,178 1.66% 302.0 2.26%Special Education Instruction 110,665,702 9.32% 1,789.0 13.39%Vocational Education Instruction 24,486,019 2.06% 330.0 2.47%Adult Programs 862,735 0.07% 1.0 0.01%TOTAL INSTRUCTION 699,861,587 58.94% 9,572.0 71.62%SUPPORT SERVICESAttendance 17,343,486 1.46% 187.0 1.40%Health Services 16,930,287 1.43% 199.5 1.49%Other Student Support 29,445,800 2.48% 439.0 3.28%Regular Instruction Support 34,240,916 2.88% 286.0 2.14%Alternative Instruction Support 942,493 0.08% - 0.00%Special Education Support 10,688,765 0.90% 193.0 1.44%Vocational Education Support 2,627,285 0.22% 32.0 0.24%Adult Programs Support 1,002,198 0.08% - 0.00%Board of Education 12,632,690 1.06% 31.0 0.23%Office of the Director of Schools 648,681 0.05% 8.0 0.06%Office of the Principal 82,056,827 6.91% 1,099.0 8.22%Fiscal Services 6,780,108 0.57% 70.0 0.52%Business Administration - Human Resources 32,849,880 2.77% 39.0 0.29%Operation of Plant 71,800,023 6.05% 221.0 1.65%Maintenance of Plant 29,342,439 2.47% 359.0 2.69%Transportation 30,468,204 2.57% 433.0 3.24%Central and Other 33,649,823 2.83% 178.5 1.34%TOTAL SUPPORT SERVICES 413,449,905 34.82% 3,775.0 28.25%NON-INSTRUCTIONAL SUPPORT SERVICESCommunity Services 1,733,920 0.15% 17.0 0.13%Early Childhood 112,242 0.01% 1.0 0.01%Capital Outlay - 0.00% - 0.00%Other Uses 6,331,261 0.53% - 0.00%Transfers to Other Fund 65,957,111 5.55% - 0.00%TOTAL NON-INSTRUCTIONAL SUPPORT SERVICES 74,134,534 6.24% 18.0 0.13%TOTAL 1,187,446,026 100.00% 13,365.0 100.00%31
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  42. 42. EXPENDITURESBYDEPARTMENT33
  43. 43. SHELBYCOUNTYSCHOOLSPROPOSEDGENERALFUNDBUDGETEXPENDITUREANDPOSITIONSUMMARYBYDEPARTMENTFISCALYEAR2013-14DepartmentProposedBudgetPercentofBudgetBudgetedPositionsPercentofBudgetBoardofEducation010000BoardofEducation9,016,330$0.76%15.000.11%TotalBoardofEducation9,016,330$0.76%15.000.11%Superintendent020000Superintendent603,681$0.05%3.000.02%TotalSuperintendent603,681$0.05%3.000.02%GeneralCounsel030000GeneralCounsel2,937,175$0.25%10.000.07%030100LaborRelations164,8650.01%2.000.01%030200Policy674,6850.06%6.000.04%TotalGeneralCounsel3,776,725$0.32%18.000.13%AcademicOffice100000AcademicOffice747,050$0.06%4.000.03%102000Curriculum2,029,7070.17%14.000.10%102010EnglishAsaSecondLanguage17,978,2371.51%258.001.93%102020STEM479,8550.04%5.000.04%102030Literacy2,849,1300.24%3.000.02%102040Mathematics1,520,3450.13%1.000.01%102050Science401,2770.03%1.000.01%102060SocialStudies387,5760.03%-0.00%102071ElementarySchoolMusicandArt21,117,7681.78%298.802.24%102081SummerSchool2,825,6320.24%-0.00%102090Pre-K112,2420.01%1.000.01%102091ElementarySchoolPhysicalEducation12,953,9151.09%188.201.41%102100Textbooks3,111,1600.26%1.000.01%102200WorldLanguages3,625,7040.31%55.000.41%102300BandandStrings2,268,0750.19%20.000.15%102310BandInstrumentRepair273,2380.02%3.000.02%102501Librarians-Elementary10,665,4630.90%117.000.88%102502Librarians-Middle4,176,3960.35%52.000.39%102504Librarians-High4,555,4910.38%52.000.39%102600EducationalSupport511,4980.04%6.000.04%102700DistrictInitiatives737,3660.06%6.000.04%103000CareerandTechnicalEducation27,113,3042.28%362.002.71%103010AdultEducation1,864,9330.16%1.000.01%104000ExceptionalChildren100,134,1208.43%1,645.0012.31%104010ExceptionalChildren-Homebound&Hospital1,414,0340.12%18.000.13%104020ExceptionalChildren-Gifted9,717,1340.82%130.000.97%104030ExceptionalChildren-SchoolAdministration471,5520.04%6.000.04%104040ExceptionalChildren-Administration10,881,4470.92%193.001.44%106010NorthwestRegion599,8370.05%5.000.04%106020NortheastRegion609,8810.05%5.000.04%106030SouthwestRegion603,2930.05%5.000.04%106040SoutheastRegion602,3240.05%5.000.04%106050ShelbyRegion597,0060.05%5.000.04%34
  44. 44. SHELBYCOUNTYSCHOOLSPROPOSEDGENERALFUNDBUDGETEXPENDITUREANDPOSITIONSUMMARYBYDEPARTMENTFISCALYEAR2013-14DepartmentProposedBudgetPercentofBudgetBudgetedPositionsPercentofBudgetAcademicOfficecontinued106061SchoolLeadership-Elementary38,044,6303.20%507.003.79%106062SchoolLeadership-Middle18,896,7411.59%444.003.32%106064SchoolLeadership-High20,189,0101.70%117.000.88%107000OptionalSchools7,260,2650.61%80.000.60%108000AlternativeSchools9,453,7120.80%114.000.85%108010AdolescentParenting1,219,1650.10%21.000.16%108020MCSPrepNorthwest2,297,8560.19%26.000.19%108030MCSPrepNortheast2,478,0450.21%27.000.20%108040MCSPrepSouthwest2,206,0890.19%25.000.19%108050MCSPrepSoutheast2,876,4280.24%28.000.21%108060IdaBWells1,226,9560.10%17.000.13%190000Schools570,0000.05%-0.00%190001GeneralEducation-Elementary246,863,16120.79%3,449.0025.81%190002GeneralEducation-Middle83,700,3827.05%1,175.008.79%190004GeneralEducation-High114,627,5219.65%1,561.0011.68%190100HollisFPrice1,549,3830.13%17.500.13%190200MiddleCollege1,771,4410.15%21.500.16%190300CareerLadder3,382,3440.28%-0.00%190400ExtendedContract1,759,1000.15%-0.00%190500GeneralEducation-Other85,0000.01%-0.00%TotalAcademicOffice808,393,219$68.08%11,096.0083.02%BusinessOperations330000RiskManagement3,345,638$0.28%7.000.05%331000BusinessOperationsAdmin347,8950.03%2.000.01%332000Transportation30,468,2042.57%433.003.24%333000Procurement1,174,5060.10%15.000.11%334000Facilities97,305,6908.19%530.003.97%337000Warehousing282,8610.02%4.000.03%TotalBusinessOperations132,924,794$11.19%991.007.41%ChiefofStaff300000ChiefofStaff511,614$0.04%5.000.04%301000Communications1,757,4950.15%17.000.13%301010InstructionalTelevision658,1540.06%2.500.02%302000CommunityOutreachandParentalEngagement1,733,9200.15%17.000.13%TotalChiefofStaff4,661,183$0.39%41.500.31%FinanceOffice320000Finance359,599$0.03%2.000.01%321000AccountingandReporting941,0010.08%11.000.08%322000BudgetandFiscalPlanning784,8520.07%7.000.05%323000Payroll998,8930.08%10.000.07%324000Contracts579,2750.05%4.000.03%324010AccountsPayable581,9670.05%8.000.06%TotalFinanceOffice4,245,587$0.36%42.000.31%35
  45. 45. SHELBYCOUNTYSCHOOLSPROPOSEDGENERALFUNDBUDGETEXPENDITUREANDPOSITIONSUMMARYBYDEPARTMENTFISCALYEAR2013-14DepartmentProposedBudgetPercentofBudgetBudgetedPositionsPercentofBudgetHumanCapitalandTalentManagementOffice310000TalentManagement1,091,465$0.09%12.000.09%311000PerformanceManagement1,152,4310.10%5.000.04%312000Development&Support755,7390.06%5.000.04%313000RecruitmentandStaffing228,4570.02%3.000.02%314000EmployeeServices2,200,5120.19%17.000.13%TotalTalentManagementOffice5,428,604$0.46%42.000.31%InformationTechnology340000InformationTechnology10,507,426$0.88%5.000.04%341000RelationshipsandCustomerService7,338,8030.62%96.000.72%342000EducationTechnology4,408,3840.37%29.000.22%343000TechnicalServices5,066,6760.43%38.000.28%TotalInformationTechnology27,321,289$2.30%168.001.26%InnovationOffice210000InnovationOffice768,160$0.06%12.000.09%211000VirtualLearning829,0940.07%6.000.04%TotalInnovationOffice1,597,254$0.13%18.000.13%InternalAudit040000InternalAudit1,016,620$0.09%11.000.08%TotalInternalAudit1,016,620$0.09%11.000.08%PlanningandAccountability220000PlanningandAccountability279,766$0.02%2.000.01%221000StudentInfoManagement1,577,4500.13%17.000.13%222000AssessmentandAccountability1,660,1350.14%7.000.05%223000ResearchPlanningandImprovement660,8490.06%6.000.04%TotalPlanningandAccountability4,178,200$0.35%32.000.24%StudentServices201000Attendance&Discipline2,053,9010.17%22.000.16%202000Safety&Security11,578,8120.98%141.001.05%203000StudentSupport6,566,2870.55%131.000.98%203010Athletics2,694,3880.23%4.000.03%203020JROTC3,963,4610.33%58.000.43%203030DriverEducation/JROTCAdministration285,1160.02%7.000.05%203041GuidanceCounselingElementary9,244,3520.78%125.000.94%203042GuidanceCounselingMiddle5,815,6030.49%82.000.61%203044GuidanceCounselingHigh8,149,6700.69%101.000.76%203100MoneyDueBoard(SchoolReimbursement)2,455,5180.21%-0.00%204000CoordinatedSchoolHealth18,313,6501.54%216.501.62%TotalStudentServices71,120,758$5.99%887.506.64%Other102400Substitutes11,644,447$0.98%-0.00%211000CharterSchools65,957,1115.55%-0.00%325010Benefits-Retirees28,636,0842.41%-0.00%400000DebtService592,8790.05%-0.00%560000OtherPotentialUses6,331,2610.53%-0.00%600000RegularCapitalOutlay-0.00%-0.00%TotalOther113,161,782$9.53%-0.00%TotalExpenditures1,187,446,026$100.00%13,365.00100.00%36
  46. 46. BOARDOFCOMMISSIONERSTheBoardwillbeguidedbythegeneralmandatorypowersanddutiesoftheBoardasdefinedthroughstatute,whichstateorimplythatalocalBoardofEducationhasfullpowertooperatethelocalpublicschoolsasitdeemsfitincompliancewithstateandfederalmandates.TheBoardfunctionsonlywheninsession.FollowingaretheBoard’srequiredfunctions:1.PolicyOversight:TheBoardwilldeveloppolicyandevaluatetheeffectivenessofitspoliciesandtheirimplementation.Thisincludessettingandevaluatinggoalsineducationalandfinancialareas.2.EmploytheSuperintendentofSchools:TheBoardwillhire,setthetermsandconditionsofemployment,andevaluateaSuperintendentwhoshallcarryoutitspoliciesthroughthedevelopmentandimplementationofadministrativeprocedures.3.EducationalPlanning:TheBoardwillrequirereliableinformationfromresponsiblesources,whichenablesitandthestafftoworktowardthecontinuousimprovementsoftheeducationalprogram.4.ProvisionofFinancialResources:TheBoardwilladoptabudgettoprovidethenecessaryfundingintermsofbuilding,staff,materials,andequipmenttoenabletheschoolsystemtocarryoutitsbusiness.TheBoardwillcreateorabolishpositionsthroughthebudgetaryprocess.AllstaffpositionsshallbeapprovedthroughthebudgetprocessinaccordancewithanorganizationalplanthatissubmittedbytheSuperintendenttotheBoardpriortotheannualbudgetreview.OutsideofthebudgetprocesstheSuperintendenthasgreatdiscretioninmanagingtheschoolsystem.TheSuperintendentmayatalatertimerevisetheorganizationalplanaslongasbudgetaryamountsarenotexceededandboardpolicyisnotviolated.5.Interpretation:TheBoardwillkeepthelocalcommunityinformedabouttheschoolDistrictandkeepitselfinformedaboutthewishesofthepublic.TheBoardwillbuildpublicsupportfortheschoolsbyinvolvingthepublicintheplanningprocess.6.TenureResponsibility:TheBoardwillauthorizetheemploymentanddismissalofalltenuredteachers.TheBoardwillprovide,withinthefinanciallimitationssetbythecommunity,thebesteducationalopportunitypossibleforallchildren.TheBoardshallexerciseitspowerthroughthelegislationofpoliciesfortheorganizationandoperationoftheschoolDistrict.TheBoardwilldelegatetheadministrationoftheschoolstotheSuperintendent.37
  47. 47. SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETBOARDOFEDUCATIONFISCALYEAR2013-14ProposedBudgetSalaries173,863$Benefits61,662ContractedServices132,540SuppliesandMaterials14,950OtherCharges8,624,815CapitalOutlay8,500Total9,016,330$StaffingLevel15.0038
  48. 48. SuperintendentChiefAcademicOfficerChiefofBusinessOperationsChiefofStudentServicesChiefofPlanning&AccountabilityChiefInformationOfficerChiefFinancialOfficerChiefInnovationOfficerChiefHumanCapitalOfficerBoardofCommissionersChiefInternalAuditorChiefofStaffGeneralCounselOfficeofTheSuperintendent39
  49. 49. SUPERINTENDENTDorseyHopsonII,EsqMISSIONSTATEMENT:TheOfficeoftheSuperintendentexiststoensurethatallstudentsintheShelbyCountySchoolsystemareprovidedqualityeducationalopportunitieswithaneffectiveteacherineveryclassroomandwhereeverystudentgraduatescollegeorcareerready.STRATEGICGOALS:•Ensurethemergerofthetwoschoolsystemsiscompletedinanefficientandcomprehensivemanner•ProvidearigorousandrelevantacademicprogramforallstudentsintheShelbyCountySchoolsystem•Maintainafiscallyresponsiblebusinessstrategyinallareasofthedistrict•Buildandstrengthenfamilyandcommunitypartnershipstosupporttheacademicandcharacterdevelopmentofallstudents•Maintainapositive,safe,andrespectfulenvironmentforallstudentsandstaff•CreateaschoolcommunitythatissensitiveandresponsivetotheneedsofanincreasinglydiversepopulationROLESOFRESPONSIBILITYTheofficeofthesuperintendentwilloverseetheoperationofthedistrictinanopenandtransparentfashion.TheneworganizationalstructurewillensureadirectlineofcommunicationbetweeneachdepartmentandtheSuperintendent.Thisdirectlineofcommunicationwillprovideacomprehensiveviewofthedistrict,enablingthesuperintendenttoensurethathisvisionforthedistrictisrealized.Eachdepartmentisresponsibleforimplementingthedistrictsmissionandvisionandtoworkinterdependentlywithotherdepartmentstoprovidethemostefficientandeffectiveserviceforallstakeholders.FISCALYEAR2013-14BUDGETHIGHLIGHTS:WithnoincreaseinfundingfromtheCountyCommissionoverthelastsevenyearsandthelossof$64.8millionfromtheCityofMemphiswehavebeenfacedwiththemonumentaltaskofbuildingabudgetthatisfiscallyresponsiblewhilemaintainingtheacademicprogramsandlevelofservicesthatourpublicexpects.TheTransitionPlanningCommissionprovidedaroadmapformergingthetwodistrictsthatstartedwitha$57milliongap;the2013-14budgethasbeenachallenge.Wehavefoundnumerousefficienciesaswerestructuredthedistrictandcontinuetomovetowardsamergeddistrict,thatareoutlinedinthisbudget.Withabudgetshortfallof$35.7millionweknowthatanyotherreductionswouldnegativelyimpacttheschoolsandultimatelystudentachievement.40
  50. 50. SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETSUPERINTENDENTFISCALYEAR2013-14ProposedBudgetSalaries$473,302Benefits69,846ContractedServices36,673SuppliesandMaterials7,905OtherCharges4,903CapitalOutlay11,052Total603,681$StaffingLevel3.0041
  51. 51. Thispageintentionallyleftblank.42
  52. 52. ParalegalExecutiveAssistantGeneralCounselAssociateCounselChiefLitigationOfficerAssociateCounselSeniorAssociateCounselSeniorAssociateCounselGeneralCounselOffice43
  53. 53. GENERALCOUNSELMISSIONSTATEMENT:ThemissionoftheOfficeofGeneralCounselistoprovidein-houselegalrepresentationtotheBoardofEducationinalllegalmattersinvolvingShelbyCountSchoolsinordertopromoteoperationalandfinancialefficiencywithintheschooldistrict.Assuch,whileweanswertotheBoardofCommissioners,werecognizethatwerepresentboththeBoardofEducationandShelbyCountySchools,directedbytheBoard.STRATEGICGOALS:ThegoaloftheOfficeofGeneralCounselistodeliverthehighestqualityoflegalservicetoourclient,theBoardofEducationfortheShelbyCountySchools.Whetheritistodefendalawsuit,assistwithalabormatter,helpwithequalemploymentopportunityissuesorcontractissues,orprovidetimelycounselingtoavoidlitigation,wearecommittedtomakingourdepartmentthebestitcanbe.ROLESOFRESPONSIBILITY:TheOfficeofGeneralCounselrecognizesthatareputationforexcellencemustbeearnedeveryday;asaresult,wehavecreatedandimplementedaClientServicePromise:Wewillbeaccessibleandresponsive,wewillkeepyouinformed,wewillprovideexcellentclientservice.FISCALYEAR2013-14BUDGETHIGHLIGHTS:TheOfficeofGeneralCounselhasbeenredesignedtoincludepolicy/legislative,laborrelations,andlitigationcreatingamoreefficientandresponsivedepartment.Thedepartmentstrivestolimittheexposuretothedistrictbyworkingwiththeboardanddistrictstafftopreventlegalclaimsbyidentifyingpotentialriskstothedistrictandmakeappropriaterecommendations.44
  54. 54. SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETGENERALCOUNSELFISCALYEAR2013-14GeneralCounselLaborRelationsPolicyTotalGeneralCounselSalaries855,418$113,106$523,540$1,492,064$Benefits213,33829,384123,380366,102ContractedServices901,5665,1573,400910,123SuppliesandMaterials9,2002,0008,20019,400OtherCharges948,65310,71815,165974,536CapitalOutlay9,0004,5001,00014,500Total2,937,175$164,865$674,685$3,776,725$StaffingLevel10.002.006.0018.0045
  55. 55. Thispageintentionallyleftblank.46
  56. 56. ChiefAcademicOfficerDirectorofK-16SchoolInitiativesDirectorofCurriculum&InstructionDirectorofCareer&TechnicalEdDirectorofFederalProgramsSchoolOperationsAcademicManagerDirectorofOptionalSchoolsDirectorofAlternativeSchoolsAssistanttotheCAODirectorofExceptionalChildrenRegionalSuperintendentsBudgetSpecialistExecutiveAssistantAcademicOffice47
  57. 57. ACADEMICOFFICEDr.RoderickRichmond,ChiefAcademicOfficerThepurposeoftheAcademicAffairsDivisionistooverseetheplanning,development,assessment,andimprovementofinstructionalandeducationalprograms.TheAcademicAffairsDivisionmanagesthefollowing:RegionalOffices,CurriculumandInstruction,FederalProgramsandGrants,ExceptionalChildren,EnglishLanguageLearnersDepartment,OptionalSchools,PreK-16Initiatives,STEMActivities,CareersandTechnologyandAlternativeSchools.ThisdepartmentalsodevelopstheweeklyMondayMemo,theDistrictWideCalendarandtheDistrictSchoolImprovementPlan.AcademicAffairswillalsoberesponsibleforthedistrictsoverallacademicprogram,includingthecreation,planning,evaluation,andimprovementofeducationalprogramsandcurriculum.Lastly,AcademicAffairswilloverseeallpoliciesandprogramsrelatedtostudentinstructionandeducationalservices,supportschoolsandholdthemaccountableforacademicperformance.MISSION&VISIONSTATEMENT:TheMISSIONofAcademicAffairsistoprepareallstudentsforsuccessinlearning,leadership,andlife.OurDistrictwillbethepremierschooldistrictattractingadiversestudentpopulationandeffectiveteachers,leaders,andstaff,allcommittedtoexcellence.ROLESOFRESPONSIBILITY:AcademicAchievementisthepriorityfortheDivisionofAcademicAffairs.TheAcademicAffairsofficewill:•Drivedistrict-widemulti-yearplanningandstrategyforacademicsandinstruction•Developandevaluateacademicprogramsandstudentachievement•Driveschoolimprovement•Buildteachercapacity•Driveschoolleaderdevelopment•Managethedistrictsoverallportfolioofschools,includingtheregionaloffices,theprocessfornewschooldevelopment,andfacilityutilizationchanges•Overseeschoolstaffing•Enforceaccountabilityandqualitycontrolmeasures•SupporttheoverallvisionandleadershipofthenewdistrictandthedepartmentMeanwhile,mostrecently,becauseoftheacceptanceoftheESEAWaiverandTPCRecommendation#83,thenewUnifiedDistrictwillnowhave24RewardSchools,6FocusSchools,144Schoolswithnodesignation,and69PrioritySchoolsthatareASDEligible.Therefore,thenewUnifieddistrictispreparingtomanageaMAPDistrict(MultipleAchievementPaths),oraPortfolioDistrictmovingforward.Thedistrictwillmadeupoffiveregionsoftraditionalschoolswithdifferentlevelsofautonomy,theInnovationZonewhichwillconsistofi-ZoneSchoolsthataredirect-48
  58. 58. ACADEMICOFFICE(concl’d)run/chartermanaged,LEAauthorizedcharters,andthestaterunASD.Throughoutthisportfolio,schoolswillhavedifferentlevelsofautonomy.ThesespecialsubsetsofschoolswillbemanagedbytheOfficeofInnovationortheASD.FISCALYEAR2013-14BUDGETHIGHLIGHTS:Thisdivision’sstaffingneedshavebeenreasonablyalteredthisschoolyear.Underthenewbudgetconstraints,wehavecut26%ofourcentralofficestaff,andadjustedourstaffingformulaacrosstheUnifiedDistrict.Inaddition,wehavecreatedanewUnifiedCentralOfficeStructure,AcademicAffairsDivisionalstructure,redesigningtheRegionalOffices.Allofwhichshouldbettersupportschools,academicachievement,anddistrictwideaccountability.Investmentswillbemadeinsupportingteachersandprincipals.PrincipalsupportandcoachingwillbeamajorfocusofthisDivision,aswewillfocusontheworkofRegionalSuperintendentsandtheInstructionalLeadershipDirectors,whichareaninvestmentforthenewUnifiedSchoolDistrict.49
  59. 59. SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETACADEMICOFFICEFISCALYEAR2013-14AcademicOfficeCurriculumEnglishSecondLanguageSTEMSalaries537,337$1,268,710$13,674,149$373,899$Benefits111,583322,9673,684,031105,956ContractedServices10,661219,338102,600-SuppliesandMaterials14,422124,905261,150-OtherCharges63,84686,69971,107-CapitalOutlay9,2017,088185,200-Total747,050$2,029,707$17,978,237$479,855$StaffingLevel4.0014.00258.005.00LiteracyMathematicsScienceSocialStudiesSalaries371,060$321,147$137,037$47,000$Benefits86,01560,84026,7927,770ContractedServices2,283,277828,19728,00028,500SuppliesandMaterials16,099178,161106,448304,306OtherCharges88,752132,00017,000-CapitalOutlay3,927-86,000-Total2,849,130$1,520,345$401,277$387,576$StaffingLevel3.001.001.00-ElementaryMusicandArtSummerSchoolPre-KElementaryPhysicalEducationSalaries16,225,830$2,297,623$89,587$10,030,694$Benefits4,618,313391,07222,6552,823,492ContractedServices93,45016,640-15,590SuppliesandMaterials103,12594,621-55,536OtherCharges29,80025,676-5,500CapitalOutlay47,250--23,103Total21,117,768$2,825,632$112,242$12,953,915$StaffingLevel298.80-1.00188.2050
  60. 60. SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETACADEMICOFFICECONTINUEDFISCALYEAR2013-14TextbooksWorldLanguageBandandStringsBandInstrumentRepairSalaries168,715$2,661,460$1,048,671$145,548$Benefits28,709735,896297,88735,690ContractedServices148,200156,09843,26692,000SuppliesandMaterials2,747,41837,800132,187-OtherCharges18,1182,2002,500CapitalOutlay32,250743,564-Total3,111,160$3,625,704$2,268,075$273,238$StaffingLevel1.0055.0020.003.00Librarians-ElementaryLibrarians-MiddleLibrarians-HighEducationalSupportSalaries7,624,398$2,888,387$3,126,058$402,267$Benefits1,983,237830,400880,339109,231ContractedServices5,7392,5302,758-SuppliesandMaterials1,032,497446,381536,919-OtherCharges----CapitalOutlay19,5928,6989,417-Total10,665,463$4,176,396$4,555,491$511,498$StaffingLevel117.0052.0052.006.00DistrictInitiativesCareerandTechnicalEducationAdultEducationExceptionalChildrenSalaries500,280$21,126,430$1,421,489$74,010,510$Benefits114,2045,615,595244,45419,158,455ContractedServices18,265124,74771,5125,028,960SuppliesandMaterials48,000215,51375,2721,689,025OtherCharges54,11722,18139,15532,170CapitalOutlay2,5008,83813,051215,000Total737,366$27,113,304$1,864,933$100,134,120$StaffingLevel6.00362.001.001,645.0051
  61. 61. SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETACADEMICOFFICECONTINUEDFISCALYEAR2013-14ExceptionalChildren-Homebound&HospitalExceptionalChildren-GiftedExceptionalChildrenSchoolsAdmin.ExceptionalChildrenAdministrationSalaries1,057,277$7,761,309$342,809$7,066,713$Benefits272,2571,878,42589,3403,047,387ContractedServices18,00010,90016,333749,851SuppliesandMaterials66,50066,50011,8407,496OtherCharges---10,000CapitalOutlay--11,230-Total1,414,034$9,717,134$471,552$10,881,447$StaffingLevel18.00130.006.00193.00NorthwestRegionNortheastRegionSouthwestRegionSoutheastRegionSalaries465,303$465,303$465,303$465,303$Benefits105,109115,153108,565107,596ContractedServices6,2806,2806,2806,280SuppliesandMaterials15,77415,77415,77415,774OtherCharges---CapitalOutlay7,3717,3717,3717,371Total599,837$609,881$603,293$602,324$StaffingLevel5.005.005.005.00ShelbyRegionSchoolLeadership-ElementarySchoolLeadership-MiddleSchoolLeadership-HighSalaries455,048$29,837,437$14,048,214$15,287,859$Benefits112,5338,785,0214,169,9964,520,494ContractedServices6,280296,379153,40046,031SuppliesandMaterials15,774425,96991,486134,491OtherCharges15,000297,500-CapitalOutlay7,371628,260136,145200,135Total597,006$38,044,630$18,896,741$20,189,010$StaffingLevel5.00507.00444.00117.0052
  62. 62. SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETACADEMICOFFICECONTINUEDFISCALYEAR2013-14OptionalSchoolsAlternativeSchoolsAdolescentParentingMCSPrepNorthwestSalaries4,583,992$6,582,271$912,487$1,786,570$Benefits1,197,9171,822,001255,598437,493ContractedServices304,535768,1998,8208,813SuppliesandMaterials371,315221,86130,32931,953OtherCharges627,6915,9642,62111,186CapitalOutlay174,81553,4169,31021,841Total7,260,265$9,453,712$1,219,165$2,297,856$StaffingLevel80.00114.0021.0026.00MCSPrepNortheastMCSPrepSouthwestMCSPrepSoutheastIdaBWellsAcademySalaries1,930,914$1,705,886$1,949,195$903,757$Benefits473,337426,409487,940236,356ContractedServices13,51413,514374,3132,281SuppliesandMaterials30,25330,25331,95322,925OtherCharges11,18611,18611,18617,127CapitalOutlay18,84118,84121,84144,510Total2,478,045$2,206,089$2,876,428$1,226,956$StaffingLevel27.0025.0028.0017.00SchoolsGeneralEducation-ElementaryGeneralEducation-MiddleGeneralEducation-HighSalaries-$187,890,132$65,140,628$88,413,043$Benefits-55,367,58417,905,48425,403,268ContractedServices-1,869,24110,15712,623SuppliesandMaterials-1,736,204644,113798,587OtherCharges570,000---CapitalOutlay----Total570,000$246,863,161$83,700,382$114,627,521$StaffingLevel-3,449.001,175.001,561.0053
  63. 63. SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETACADEMICOFFICECONCLUDEDFISCALYEAR2013-14HollisFPriceMiddleCollegeCareerLadderExtendedContractSalaries1,056,924$1,227,921$2,898,324$1,634,092$Benefits267,204312,727484,020125,008ContractedServices154,70023,275--SuppliesandMaterials53,36540,108--OtherCharges7,190153,320--CapitalOutlay10,00014,090--Total1,549,383$1,771,441$3,382,344$1,759,100$StaffingLevel17.5021.50--GeneralEducation-OtherTotalSalaries-$606,832,300$Benefits-170,809,805ContractedServices85,00014,280,580SuppliesandMaterials-13,146,156OtherCharges-2,453,005CapitalOutlay-2,814,809Total85,000$810,336,655$StaffingLevel-11,096.0054
  64. 64. DirectorTransportationDirectorofProcurementDirectorofFacilitiesDirectorofNutritionDirectorofFacilityPlanning&PropertyHighlySpec.Bus.Ops.AnalystBusinessOperationsChiefofBusinessOperations55
  65. 65. BUSINESSOPERATIONSOFFICEHiteshHaria,ChiefofBusinessOperationsMISSIONSTATEMENT:TheChiefofBusinessOperationsisresponsibleforprovidingworldclassbusinessoperations,supportinghighstudentachievement.SixBusinessOperationsdepartmentsworktowardcontinuousimprovementtoensureefficientandeffectivedeliveryofservices.ThesedepartmentscompriseofProcurement,NutritionServices,Facilities,FacilitiesPlanning,TransportationandRiskManagementServicesSTRATEGICGOALS:BusinessOperationsworkstosupportandachievethestrategicgoalsforShelbyCountySchools.ROLESOFRESPONSIBILITYAligningbusinessoperationsresourcestodistrictprioritiesProvidingeffectiveandefficientserviceswhilst:•Increasingrevenue•Decreasingcosts•AvoidcostsDeliveringasharedserviceportfolioFISCALYEAR2013-14BUDGETHIGHLIGHTS:Facilities•Energyefficiency•Outsourcingofcustodialservices•DeploymentofsharedschoolbuildingengineersTransportation•H.02armonize3belltimesacrossschooldistrict(7am,8am&9am)•Hybridtransportationmodel.VendorrenderingservicestoNWandSWregions•ImplementroutingsoftwareforunifieddistrictFacilityPlanning/Propertymanagement•Spaceplanning•LeasingandPermits•BuildingCapacityProcurement•ImplementP-Cardprogram•Reverseauctioncapability,continuousspendanalysistools,electroniccontractandRFPmanagement•NegotiatingandcontractingforbestvalueRiskmanagement•Environmentalassessments•InsuranceNutrition•Centralkitchenmodelsupportingnutritioninschools•Increasedparticipationofbreakfast,lunchandsupper56
  66. 66. SHELBYCOUNTYSCHOOLSXPROPOSEDBUDGETXBUSINESSOPERATIONSXFISCALYEAR2013-14RiskManagementBusinessOperationsAdminTransportationProcurementSalaries488,846$279,759$8,277,736$887,250$Benefits122,86459,4014,347,766195,619ContractedServices298,5382,30012,123,96336,650SuppliesandMaterials17,1082,0005,191,60015,000OtherCharges1,989,84190012,90039,987CapitalOutlay428,4413,535514,239Total3,345,638$347,895$30,468,204$1,174,506$StaffingLevel7.002.00433.0015.00FacilitiesWarehousingTotalSalaries22,542,523$187,804$32,663,918$Benefits7,166,31452,58711,944,551ContractedServices26,506,09417,17038,984,715SuppliesandMaterials40,666,70910,00045,902,417OtherCharges156,65012,3002,212,578CapitalOutlay267,4003,0001,216,615Total97,305,690$282,861$132,924,794$StaffingLevel530.004.00991.0057
  67. 67. Thispageintentionallyleftblank.58
  68. 68. ChiefofStaffDirectorCommunicationsManagerofParent&CommunityEngagementOmbudsman(Advisor)StrategicPlanningAnalystExecutiveAssistantClericalAssistant(shared)ChiefofStaffOffice59
  69. 69. CHIEFOFSTAFFDavidStephens,ChiefofStaffMISSIONSTATEMENT:TosupporttheOfficeoftheSuperintendent,ensuringtheimplementationofdistrict-wideinitiativesandfocusedcommunications.STRATEGICGOALS:•RedesignthedepartmenttoprovideeffectiveservicetotheSuperintendentandotherstakeholders;•CoordinateactivitiesandmeetingsoftheSuperintendent’sExecutiveCabinet;•ManageBoardWorkSessionsandBoardMeetingsviaeAgenda;•Plananddevelopadistrictcustomerservicecentertoprovideassistancetoallconstituents;•CoordinatewiththeParentandCommunityEngagementDepartmentstoworkwithourpartnerstoimprovestudentoutcomes;•PartnerwiththeCommunicationsDepartmenttoensuredistrictcommunicationsareconsistent;•WorkwithDepartmentofCommunicationstocoordinatespecialeventsfortheSuperintendent:TownHallMeetings,SpecialLuncheons,andothereventsasdirected;•WorkwithExecutiveCabinetMemberstoensureimplementationofdistrictinitiativesandeffectivecommunicationstrategies.ROLESOFRESPONSIBILITYTheChiefofStaffwillworkwiththeSuperintendenttoensurehis/hervisionforthedistrictisrealizedandcoordinatewithdirectorandmanagersinthedepartmenttocreateacohesiveandefficientdivision.TheChiefofStaffwillmanage,staffandsupportallfunctionsofthedepartmentandworkwithalldepartmentsandschoolsacrossthedistricttomaximizecommunication,communitypartnershipsandcustomersatisfaction.FISCALYEAR2013-14BUDGETHIGHLIGHTS:TheDepartmentwillsupportdistrictinitiativesandspecificprogramssponsoredbytheSuperintendent.TheOfficeoftheChiefofStaffwillserveasaliaisontotheShelbyCountyBoardofEducation.Bycombiningseveralfunctionsintoonedepartment,theofficewillperformmoreefficiently.TheChiefofStaffwillworkwithstaffinthedevelopmentofacustomerservicecentertoincreaseconstituentsatisfaction,andensurethatdistrictcommunications,communityandparentengagementeffortsareeffective.60
  70. 70. SHELBYCOUNTYSCHOOLSxPROPOSEDBUDGETxCHIEFOFSTAFFxFISCALYEAR2013-14xChief of StaffCommunicationsInstructional TelevisionCommunity Outreach And Parental Engagement   Total Salaries401,292$1,138,456$258,951$1,043,422$2,842,121$Benefits96,040310,19961,067318,328785,634ContractedServices4,000134,13151,050211,655400,836SuppliesandMaterials2,00074,30824,10086,102186,510OtherCharges6,28289,3525,60071,913173,147CapitalOutlay2,00011,049257,3862,500272,935Total511,614$1,757,495$658,154$1,733,920$4,661,183$StaffingLevel5.0017.002.5017.0041.5061
  71. 71. Thispageintentionallyleftblank.62
  72. 72. ChiefFinancialOfficerDirectorofPayrollDirectorofAccounting&ReportingDirectorofBudget&FiscalPlanningManagerofFinancial&Bus.SystemsDirectorofContractManagementFinance63
  73. 73. FINANCEPamelaAnstey,ChiefFinancialOfficerMISSIONSTATEMENT:TheDepartmentofFinanceisresponsibleformanagingtheoverallbudgetdevelopment,accounting,treasury,financialreportingandfinancialservicesoperationsoftheDistrict.Thisincludesmanaginginternalcontrolsandutilizingloss-controltechniquestomitigaterisk;creatingandpresentingfinancialstatusandfinancialconditionreportstointernalandexternalparties,ensuringthattheofficialaccountingrecordsoftheDistrictareup‐to‐dateandaccurate;safeguardingtheassetsoftheDistricttominimizeriskoffinancialloss;andcreatingtoolstoprovidehigh‐qualityfinancialinformationthatsupportstheDistrictsstrategicmanagementinitiatives.STRATEGICGOALS:TheDepartmentisresponsibleforplanning,managing,compilingandmonitoringthedistrict‐widebudgetandpresentingabalancedbudgettotheBoardofCommissioners.TheDepartment’sprimarygoalistoissuetimelyandaccuratefinancialreporting.TheDepartmentalsoensuresthataccountspayableandpayrolltransactionsarehandledinanaccurateandefficientmanner.Inaddition,theDepartmentalsomaintainspositioncontrolfortheDistrict.ISSUESANDTRENDSTheDepartmentofFinancewillcontinuetostriveforexcellenceinfinancialreportingandbudgeting.Thedemandforinformationcontinuallyincreases.Budgetconstraintshaverequiredshrinkingpersonnelandresources;however,thedemandforsupporthasincreased,asinthecaseofgrowthintheCharterSchoolsandtheAchievementSchoolDistrict.TheFinanceDepartmentisresponsibleforcalculatingthestaffingallocationforschoolteachers,principals,librarians,etc.,basedonprojectedenrollmentfiguresand/orSCSboardpolicy.ROLESOFRESPONSIBILITY•Accounting&Reporting•Budget&FiscalPlanning•Payroll•ContractingServices•AccountsPayable•Financial&BusinessSystemsFISCALYEAR2012-13PERFORMANCEHIGHLIGHTS:Accounting/FiscalPlanningServicessubmittedtheMCSComprehensiveAnnualFinancialReportforpeerreviewtotheAssociationofSchoolBusinessOfficialsInternational(ASBOI)andGovernmentFinanceOfficersAssociation(GFOA)andreceivedawardsforfiscalyears2009-10,2010-11and2011-12.MCSBudgetServicesreceiveditsthirdAssociationofSchoolBusinessOfficialInternational(ASBOI)MeritoriousBudgetAward(MBA)foritsfiscalyear2012-13budgetdocument.MCSBudgetServicesalsoreceiveditsthirdDistinguishedBudgetPresentationAwardforthefiscalyear2012-13budgetfromtheGovernmentFinanceOfficersAssociation(GFOA).FISCALYEAR2013-14BUDGETHIGHLIGHTS:AsrecommendedbytheTransitionPlanningCommissionandapprovedbytheBoard,themergedFinanceDepartment’sbudgetreflectsa26%staffreduction.ThisdirectivewasrequiredofallmergedCentralOfficestaffinanefforttoreducecostswhilesheddingtheDistrictofduplicativeservicesandachievingeconomiesofscale.64
  74. 74. SHELBYCOUNTYSCHOOLSXPROPOSEDBUDGETXFINANCEXFISCALYEAR2013-14XFinanceAccounting and Reporting  Budget and Fiscal Planning PayrollSalaries277,748$637,908$604,531$755,047$Benefits53,149167,753149,540185,046ContractedServices14,88998,84012,2618,100SuppliesandMaterials3,4868,5003,00042,600OtherCharges7,82720,00011,5205,400CapitalOutlay2,5008,0004,0002,700Total359,599$941,001$784,852$998,893$StaffingLevel2.0011.007.0010.00ContractsAccounts PayableTotalSalaries384,085$437,322$3,096,641$Benefits95,910123,889775,287ContractedServices37,4602,600174,150SuppliesandMaterials23,2395,60086,425OtherCharges24,69012,55681,993CapitalOutlay13,891-31,091Total579,275$581,967$4,245,587$StaffingLevel4.008.0042.0065
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  76. 76. ExecutiveAssistantChiefHumanCapitalOfficerHighlySpecializedProfessionalHumanCapitalandTalentManagementDirectorofPerformanceManagementDirectorofEmployeeServicesDirectorofDev/Support,CompensationDirectorofHumanCapital67
  77. 77. HUMANCAPITAL&TALENTMANAGEMENTOFFICELauraLink,ChiefHumanCapitalOfficerMISSIONSTATEMENT:ThemissionoftheHumanCapitalOfficeistoattractandmanageahighlyeffectiveworkforcethatsupportsthedistrict’sgoalofimprovingstudentoutcomes.STRATEGICGOALS:PerformanceManagement:EnsuretheteacherevaluationsystemisimplementeduniformlyacrosstheunifieddistrictwithrigorDevelopment/Support/Compensation:Continuetorefineandscalethein-personcoachingsupportprovidedtonewandstrugglingteachers.FinalizethemodelforthestrategiccompensationandcareerpathwayssystemandgainboardapprovalforimplementationRecruitmentandStaffing:Improvetherecruitmentandstaffingprocesstoallowforevenearlierhiringandstaffingofourhighestneedpositionsandschools,whilebuildingcapacitywithinthedistricttotakeonthisworkasTNTPtransitionsitsresponsibilitiesEmployeeServices:BuildafirstclasscustomersupportcenterwhoseprimaryobjectiveistoservetheemployeesofthedistrictROLESOFRESPONSIBILITYTheHumanCapitalOfficewillnowintegratetheworkdonebyseparatestandaloneofficesandoutsideorganizationsinordertoachieveanalignedsystemandbuildthecapacitywithinthedistricttocontinuetheworkeffectively.PerformanceManagement:AccuratelyassesstheeffectivenessofeachemployeethroughevaluationswithmultiplemeasuresDevelopment/Support/StrategicCompensation:Improvethequalityofemployeesinthedistrictbyprovidingtargetedsupportstohelpemployeesimproveintheirpractice,andstrategicallyaligncompensationwithperformanceandadditionalresponsibilitiesRecruitment&Staffing:FilleveryopenpositionwithaneffectiveemployeeinatimelywayEmployeeServices:SupportallemployeesinthedistrictthroughimpeccableserviceandproperadministrationofallHumanResourceresponsibilities(e.g.,benefits,compliance,etc.)FISCALYEAR2013-14BUDGETHIGHLIGHTS:FundingSources:TheHumanCapitalOfficebudgetcomesfrommultiplesourcesincludingdistrictgeneralfund,federalfunds,andTEIgrantfunding.BudgetReduction:Alldepartmentswithinthecentraloffice,includingHumanCapital,arerequiredtoreducestaffby26%for’13-’14.68
  78. 78. SHELBYCOUNTYSCHOOLSxPROPOSEDBUDGETxHUMANCAPITALANDTALENTMANAGEMENTxFISCALYEAR2013-14xBoardofEducation(Commissioners)PerformanceManagementDevelopment&SupportRecruitmentandStaffingSalaries891,305872,038467,202199,857Benefits200,160239,21899,53728,600ContractedServices-34,67657,000-SuppliesandMaterials-90092,000-OtherCharges-4,19940,000-CapitalOutlay-1,400--Total1,091,465$1,152,431$755,739$228,457$StaffingLevel12.005.005.003.00EmployeeServicesTotalSalaries1,095,4253,525,827Benefits230,561798,076ContractedServices682,915774,591SuppliesandMaterials32,500125,400OtherCharges154,711198,910CapitalOutlay4,4005,800Total2,200,512$2,200,512$StaffingLevel17.0042.0069
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  80. 80. ExecutiveAssistantChiefInformationOfficerDirectorofBusinessRelationships&CustomerServiceDirectorofEducationTechnologyServicesDirectorofTechnicalServicesInformationAssuranceOfficer(HSP)ManagerofStrategicRelations(ManagerI)InformationTechnology71
  81. 81. INFORMATIONTECHNOLOGYOFFICERichValerga,ChiefInformationOfficerMISSIONSTATEMENT:ToleveragetechnologyandprovidevaluetotaxpayersbyutilizingemergingindustrytrendsthatwillhelptheDistrictmeetacademicandbusinessgoals,provideessentialinformationtothecommunity,reduceoperatingcostsandmaximizeefficiency,whileprovidingsupporttoteachersandstudentsintheclassroom.STRATEGICGOALS:•ProvidesupporttoteachersandstudentstohelptheDistrictmeetits’academicgoals•IntroduceandimplementbestpracticesinITprojectmanagement•DynamicITInfrastructure•Enterpriseservicesandapplications•Common,effectivemanagementpractices•BusinesscontinuityandresiliencyROLESOFRESPONSIBILITYWearerestructuringtheInformationTechnologyDepartmentintotwodistinctgroups:customerfacingandtechnologyfacing.ThiswillbetterservethecustomerbyintegratingITbestpracticesandhavingasinglepointofentryintotheservicesarea,providingaservicecatalogueandmanagingaservicedeliverymodelthatprovidesvaluetothecustomer.Thecustomerfacingareamanagestheflowofservicerequestswhileensuringcustomerneedsaremet,integratestechnologyintheclassroom,managestheflowofinformationforthedepartment,growsrelationshipswithserviceproviders,andmonitorsDistrictfeedback.ThetechnicalfacingareaensuresthatDistrictdataisprotectedandcompliantwithfederalregulations,whilemanagingtheinternalITinfrastructureservicesalongwithenterpriseapplicationservices.FISCALYEAR2013-14BUDGETHIGHLIGHTS:•AchievedmandatoryDistrictreductioninexpenses•Increasedfocusonprocesstodriverepeatablecostreductionefforts•FinishedimplementingandrefiningassetcorelifecyclemanagementtooltodecreaseDistrictcarbonfootprintandenergycosts.OurdepartmentworkscollaborativelywiththefacilitiesdepartmenttosupporttheDistrict’soverallenergymanagementandconservationefforts.•Aspartofourinformationassuranceprogram,wehaveimplementedtoolstohelpmanageandsecuremobiledeviceswhileallowingemployeesflexibilityto“bringyourownlearningdevices.”72
  82. 82. SHELBYCOUNTYSCHOOLSXPROPOSEDBUDGETXINFORMATIONTECHNOLOGYXFISCALYEAR2013-14XInformaitonTechnologyRelationshipsandCustomerServiceEducationTechnologyTechnicalServicesTotalSalaries3,384,456$4,935,790$2,417,955$-$10,738,201$Benefits872,6061,523,343558,543-2,954,492ContractedServices5,543,01648,52738,4884,235,5339,865,564SuppliesandMaterials15,631168,465168,465168,465521,026OtherCharges188,492159,453169,492159,453676,890CapitalOutlay503,225503,2251,055,441503,2252,565,116Total10,507,426$7,338,803$4,408,384$5,066,676$27,321,289$StaffingLevel5.0096.0029.0038.00168.00$73
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  84. 84. ExecutiveAssistantChiefInnovationOfficerRegionalSuperintendents,I-ZoneDirectorofCharterSchoolsHighlySpecializedSharedServicesAdvisorDirectorofDistrictInnovationInnovationOffice75
  85. 85. INNOVATIONOFFICEDr.TimSetterlund,ChiefInnovationOfficerMISSIONSTATEMENT:TheprimaryfunctionoftheOfficeofInnovationistopromotetheimplementationoftheMultipleAchievementPathmodeloutlinedbytheTransitionPlanningCommission.TheMAPmodelprovidesaportfolioapproachtoprovidingavarietyofeducationalopportunitiesforstudentsthroughoutthedistrict.Additionally,thedepartmentwilloverseetheimprovementofstudentperformanceintheschoolsassignedtotheiZone.UnderthedirectionoftheRegionalSuperintendentoftheiZone,thedepartmentwillprovideprofessionaldevelopmenttoteachersintheiZone,identifynewbuildinglevelleaderstoimplementaturnaroundapproachtostaffing,assisttheprincipalsinselectingnewteachersandstafffortheschooltoensurethathighperformingteachersarepresentinallbuildings,andimplementresearchbasedstrategiesforimprovinglearning.Thedepartmentwillfosteracollaborativeeffortbetweendistrictrunschools,charterschools,andtheAchievementSchooldistricttodeterminethestrategicplacementofschoolsandtodevelopsharedsupportservicesthatprovidecostsavingsforallpartnersandsupporttheinfrastructureofthedistrict.STRATEGICGOALS:1.Increasestudentachievementinthelowestperformingschools;2.Fosterautonomyandaccountabilityinallschools;3.Createaportfolioofgoodschoolchoicesforstudentsandparents;4.Supportasharedservicemodelofsupportservicesforalleducationproviders;and5.Sharenewandeffectiveinstructionalpracticesthroughoutthedistrict.ROLESOFRESPONSIBILITY•Managing,staffing,andsupportingtheiZoneSchools•Promotingthesharingofeffectivestrategiesthroughoutthedistrict•ImplementationoftheMultipleAchievementPathmodel•ProvidingrecommendationstotheBoardregardingnewandexistingCharterSchools•Providingprofessionaldevelopmenttoprincipalsastheygainmoreautonomyinmanagingschoolstaffing,programming,andbudgetingFISCALYEAR2013-14BUDGETHIGHLIGHTS:AsanewdepartmenttothedistricttheOfficeofInnovationwillbecombiningpreviouslybudgetedstaffandprogramsfromtheSchoolImprovementGrantswhichfundtheadditionalstaffandprogramfortheiZoneschools,staffthathadpreviouslymanagedcharterschools,andstafffromtheVirtualSchool.AdditionalpositionsthathavebeenaddedtosupportthenewworkofthisdepartmentaretheDirectorofInnovation,thedivisionofSharedServices,theDirectorofCharterSchools,andtheChiefofInnovation.Theseinvestmentsinpersonnelcombinedwithmovingpreviouslysegmentedstaffintoonedepartmentwillbetterallowthedistricttomonitortheeffectivenessofinnovativeinstructionalprogramsthroughoutthedistrictandsharebestpracticeswithallschoolaswellasstrategicallyimplementaportfolioapproachtomanagingschools.TheMultipleAchievementmodelwillallowforstrategicdeploymentofschoolsandresources,thesharingofeffectivestrategiesbetweenproviders,thecosteffectivesharingofservices,andthepromotionofschool/principalautonomyandaccountability.76
  86. 86. SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETINNOVATIONOFFICEFISCALYEAR2013-14InnovationOfficeVirtualLearningTotalSalaries609,577$592,067$1,201,644$Benefits152,083-152,083ContractedServices---SuppliesandMaterials6,500204,827211,327OtherCharges-6,5006,500CapitalOutlay-25,70025,700Total768,160$829,094$1,597,254$StaffingLevel12.006.0018.0077
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  88. 88. ExecutiveAssistantChiefInternalAuditorSeniorInternalAuditor(SchoolSupportAudits)(Analyst)SeniorInternalAuditor(SchoolSupportAccounting/Training)(Analyst)InternalAuditManagerInternalAudit79
  89. 89. INTERNALAUDITMelvinBurgess,ChiefAuditorMISSIONSTATEMENT:InternalAuditingisanindependent,objectiveassuranceandconsultingactivitydesignedtoaddvalueandimproveanorganizationsoperations.Ithelpsanorganizationaccomplishitsobjectivesbybringingasystematic,disciplinedapproachtoevaluateandimprovetheeffectivenessofriskmanagement,control,andgovernanceprocesses.ThemissionoftheDivisionofInternalAuditistoprovidemanagementandtheBoardofCommissionerswithreasonableassurancethatinternalcontrolsthroughouttheDistrictareadequate,effectiveandincompliancewithallfederal,state,andlocalregulationsandDistrictpoliciesandprocedures.STRATEGICGOALS:ThestrategicgoalsoftheDivisionofInternalAuditareto:oAchievestate-mandatedauditof100%oftheschoolswithintheunifiedDistrictoConductoperationalauditsoftheunifiedDistrictpursuanttotherisk-basedauditplanoProvideschoolfinancetrainingtobookkeepers/financialsecretariesandnewlyappointedprincipalsoManageandrespondtofraudhotlinealertsoEnforceaccountabilityandqualitycontrolsmeasurestoensureinternalcontrolsareadequateandeffectiveoHarmonizeschoolfinancialreportingthroughouttheunifiedDistrictoEnsurethattheStudentActivityFundFinancialReportissubmittedtotheStateonanannualbasisoAdvisemanagementonadequateinternalcontrolfeaturesduringERPsystemimplementationoSafeguardDistrictassetsbycontinuousmonitoringofrelatedinternalcontrolsROLESANDRESPONSIBILITYTheDivisionofInternalAudit’srolesandresponsibilitieshavechangedtomeetthechallengesandopportunitiesofthemergedDistrict.Theadditionofschoolsandexpansionofoperationswillrequiremoremanpowertoensureefficientoperationsandcompliancewithregulations,policiesandprocedures.Roleshavebeenredefinedandadditionalstaffhasbeenallocatedtoaddresstheincreasingdemand.Thestaffmustbepreparedtoperformdutiesindependently,workcollaborativelyasateamandpromptlyrespondtouncertaintiesinordertoaccomplishthemissionofthisDivision.FISCALYEAR2013-14BUDGETHIGHLIGHTS:Thebudgetforthisfiscalperiodwillincludetwoadditionalstaffmemberstomeettheincreaseddemandsresultingfromadditionalschoolsandexpandedoperations.80
  90. 90. SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETINTERNALAUDITFISCALYEAR2013-14InternalAuditSalaries783,571.00$Benefits201,549ContractedServices13,300SuppliesandMaterials5,000OtherCharges11,200CapitalOutlay2,000Total1,016,620$StaffingLevel11.0081
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  92. 92. HighlySpecializedP&AAnalystChiefofPlanning&AccountabilityDirectorofStudentInformatinManagementDirectorofAssessmentandAccountabilityDirectorofResearch,Planning,andImprovementPlanning&AccountabilityOffice83
  93. 93. PLANNINGANDACCOUNTABILITYWilliamE.WhiteII,ChiefofPlanningandAccountabilityMISSIONSTATEMENT:ThemissionoftheDepartmentofPlanningandAccountabilityistoprovideaconsolidated,district-wideviewintoenrollment,performance,andstudentneedsacrossthedistrictandsupportthedistrictinstrategic,data-drivendecisions.STRATEGICGOALS:•Ensuringstudentinformationsystemsarestable,functioningefficiently,andprovidingneededdata•Respondinginatimelyandaccuratemannertofederalandstatereportingrequirements•Respondinginatimelyandsupportivefashiontostakeholders’dataneedsandanalyses•Coordinating,inpartnershipwithAcademicsandIT,thetransitiontothePARCCAssessments•SupportingthedevelopmentofmultipleachievementpathsandneweducationalopportunitiesincollaborationwithAcademics,Innovation,BusinessOperations,andFinanceROLESOFRESPONSIBILITYThedepartmentisresponsibleforthefollowingfunctions:•Managingthecorestudentinformationsystem(PowerSchoolSMS)anditsrelatedcomponents•Developingandmaintainingthedistrict’sdatawarehouse(D2D)•Managingstudentrecordsandtranscriptswithanemphasisontransitioningtoelectronicrecords•Maintainstudentassignmentdata•Managingelectronicschoolchoicesystems•CoordinatingwithITregardingtechnicalsystemsupportofstudentdatasystems•Coordinatingtestingandassessments(national,state,formative)incollaborationwithAcademicsandschools•Managingtheoperationofthedistrict’sGEDTestingCenter•Settinggoalsandaccountabilitymeasuresforschoolsbasedonstudentachievementdata•Coordinatingandsupportingtheschoolaccreditationprocess(SACS)incollaborationwithAcademics•ProvidingsupporttoAcademicsandschoolsindevelopingschoolimprovementplanswithafocusonimprovingstudentachievement•Usingstudentachievementdatatotrackschoolperformance•Developingenrollmentprojectionstoinformdistrictstrategyandfiscalplanning•DrivingkeyanalyticsaroundenrollmenttrendsandcollaboratingwithAcademics,Finance,BusinessOperations,andInnovationindevelopingthedistrict’smultipleachievementpathsmodel•Conductingandfacilitatinganalysis,research,andprogramevaluationtosupportdecision-makingatalllevels•Evaluatingschooleffectiveness,andleveragingresearchandprogramevaluationtoidentifyopportunitiesforschoolimprovement•Conductingandprovidinganalysesofstudent-relateddataFISCALYEAR2013-14BUDGETHIGHLIGHTS:TheDepartmentofPlanningandAccountabilityrepresentsthemergerofseveralfunctionsformerlyhousedwithinMemphisCitySchools’DepartmentofResearch,Evaluation,Assessment,andStudentInformationandShelbyCountySchools’DepartmentofPlanning,ResearchandTransition.ThedepartmentwillbecomprisedoftheOfficeofStudentInformationManagement,theOfficeofAssessmentandAccountability,andtheOfficeofResearch,Planning,andImprovement.84
  94. 94. SHELBYCOUNTYSCHOOLSxPROPOSEDBUDGETxPLANNINGANDACCOUNTABILITYxFISCALYEAR2013-14xxPlanningandAccountabilityStudentInfoManagementAssessmentandAccountabilityResearchPlanningandImprovementTotalSalaries227,602.00$1,119,648.00$482,923.00$524,703.00$2,354,876.00$Benefits52,164322,454128,979136,146639,743ContractedServices-114,72374,000-188,723SuppliesandMaterials-9,50011,650-21,150OtherCharges-7,125961,083-968,208CapitalOutlay-4,0001,500-5,500Total279,766$1,577,450$1,660,135$660,849$4,178,200$StaffingLevel2.0017.007.006.0032.0085
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  96. 96. ExecutiveAssistantChiefofStudentServicesDirectorofAttendance&DisciplineDirectorofCoordi-natedSchoolHealthExecutiveDirectorofSafety&SecurityDirectorofStudentSupportStudentServices87
  97. 97. STUDENTSERVICESHerchelH.Burton,ChiefofStudentServicesMISSIONSTATEMENT:Themissionistosupportallthestudentsofthenew-formedschoolsystemwithanopportunityforaqualityeducation.STRATEGICGOALS:Thisdepartmentiscommittedtogivingstudentstheopportunitytoexcelbyprovidingavarietyofservices.Thisincludessafeandorderlyschools,addressinghealthcareneeds,counselingservices,parentandcommunityinvolvement,studentrightsareprotected,andinterventions.Therewillalsobeextendedlearningopportunitieswithafterschoolprogramsandsummerschoolprograms.Extra-curriculumactivitiessuchasROTC,varietyofathleticprogramsandstudentgovernmentaredesignedtoenhancetheschoolexperience.Theseeffortsaredesignedtoensurethateverystudenthasanopportunitytoachieveahighdiploma.ROLESOFRESPONSIBILITY:Thedepartmentwillempowerandsupportprincipalswithmakingdecisionsrelatedtodisciplineandattendanceissues.Employfocusedinterventionsforstudentswhoarelikelytodropoutbyincludingmentoring,counselingandextendedinstructionaltime.Ensurethatallmiddleandhighschoolshavethesupportofin-schoolsuspensiontoreducetheneedforoutofschoolsuspensions.Makingsurethatschoolsarestaffedwithcounselors,socialworkersandpsychologistswhocanidentifyrootcausesforstudentbehaviorandprovidemorefocusedsupport.Continuetoreviewdisciplinepoliciesandprocedurestoensurethatallschoolsareorderly.Studentattendancewillbemonitoredtoreducechronicabsenteeism.FISCALYEAR2013-14BUDGETHIGHLIGHTS:ThedepartmentofStudentServicesissupportedbyanumberofdepartments.Theyincludecoordinatedschoolhealth,security,counseling,studentsupport,interventions,disciplineandattendance.Facingtightbudgetconstraints,thegoalistoprovideeverystudentinShelbyCountythebesteducationpossible.Backedbyacommittedstaffofprofessionalswhoarewillingtoextendthemselvestoservethiscommunitytobestoftheirabilitydespitelimitedfunding.Evenwitharequired26%cutincentralofficestaffingthecommitmenthasnotdiminished.88
  98. 98. SHELBYCOUNTYSCHOOLSPROPOSEDBUDGETSTUDENTSERVICESFISCALYEAR2013-14Attendance&DisciplineSafety&SecurityStudentSupportAthleticsSalaries1,646,923$6,771,264$4,085,163$2,009,097$Benefits370,7731,845,3501,596,655193,652ContractedServices6,0481,439,408850,627323,553SuppliesandMaterials14,170599,58125,3268,542OtherCharges12,214676,3716,782136,544CapitalOutlay3,773246,8381,73423,0002,053,901$11,578,812$6,566,287$2,694,388$StaffingLevel22.00141.00131.004.00JROTCDriverEducaitonGuidanceCounseling-ElementaryGuidanceCounseling-MiddleSalaries3,281,928$191,575$7,207,327$4,498,733$Benefits656,86161,5581,996,4361,256,395ContractedServices15,1524,5691,4806,351SuppliesandMaterials3,05522,24137,11149,697OtherCharges1,7666041,9984,427CapitalOutlay4,6994,5693,963,461$285,116$9,244,352$5,815,603$StaffingLevel58.007.00125.0082.00GuidanceCounseling-HighMoneyDueBoard(SchoolReimbursement)CoordinatedSchoolHealthTotalSalaries6,345,873$475,000$12,246,870$48,759,753$Benefits1,784,18480,5183,417,70613,260,088ContractedServices-2,469,7605,116,948SuppliesandMaterials19,613122,591901,927OtherCharges-600,00046,2581,486,964CapitalOutlay1,300,00010,4651,595,0788,149,670$2,455,518$18,313,650$18,313,650$StaffingLevel101.00-216.50887.5089
  99. 99. Thispageintentionallyleftblank.90
  100. 100. OTHERSUBSTITUTES:TheSubstitutebudgetprovideshighlyqualifiedsubstituteteachersfortheclassroomduringregularteacherabsencesinordertoensurecontinuity.Maintainapoolofqualifiedclericalpersonnelwhoischargedtotherequestingbudget.CHARTERSCHOOLS:Thisallocationoflocalandstaterevenuewillbetransferredtotheanticipatedforty-one(41)charterschoolsapprovedbytheBoardofCommissionersofShelbyCountySchoolsinaccordancewithTCA/49-13-106through130.Allocationsaregeneratedbasedontheweightedfull-timeequivalentaveragedailymembership(WFTEADM)ofstudentsreportedin2nd,3rd,6th,and7thtwenty-dayperiods.BENEFITSRETIREES:ThisallocationprovidestheBoardcontributiontowardsretiredemployees’healthandlifeinsurancebenefits.Retireesmaychangetheircoveragetierelectionatthetimeofretirement.Healthinsurancepremiumswillbedeductedfromtheretireesretirementcheckasaconditionofmaintaininghealthinsurance,whereapplicable.DEBTSERVICE:Thisallocationprovidesforthedebtrequirementsofthedistrict.CurrentlythedistrictisrepayinginterestfreeQualityZoneAcademyBonds(QZAB)awardedtothedistrictformajorimprovementstothevocationalschoolsandvarioussciencelabs.OTHERPOTENTIALUSES:ThisfunctionaccountsfortheDistrictscontributiontoTeacherEffectivenessInitiative(TEI),district-widetravelandhighcostSpecialEducationstudents.91
  101. 101. SHELBYCOUNTYSCHOOLSxPROPOSEDBUDGETOTHERxFISCALYEAR2013-14xxSubstitutesCharterSchoolsBenefits-RetireesDebtServiceSalaries10,005,579$65,957,111$-$-$Benefits1,592,134-28,636,084-ContractedServices42,534---SuppliesandMaterials4,200---OtherCharges----DebtService---592,879GrandTotal11,644,447$65,957,111$28,636,084$592,879$StaffingLevel----OtherPotentialUsesTotalSalaries-$75,962,690$Benefits-30,228,218ContractedServices-42,534SuppliesandMaterials-4,200OtherCharges6,331,2616,331,261DebtService-592,879GrandTotal6,331,261$113,161,782$92
  102. 102. CAPITALIMPROVEMENTPROGRAMFUND93
  103. 103. CAPITALIMPROVEMENTPROGRAMFUNDTheCapitalImprovementProgramfundisdefinedtoaccountforfinancialresourcesusedfortheacquisitionorconstructionofmajorcapitalfacilitiesaswellasmajorrepairsofexistingfacilities.ThetotalcosttocompleteaprojectisappropriatedatthetimetheindividualprojectisapprovedbytheBoard.TheCapitalImprovementProgramtotalbudgetforfiscalyear2014is$67.8million.ThecumulativeCapitalImprovementFundappropriationthru2014is$161.1million.Thefundingsourcesaredetailedbelow.Fundingsources•Local–$346,000(rent&investments)•ShelbyCountyGovernment–$54.4million•FundBalance–$13.1millionProjectshavebeensplitintothethreecategoriesasfollows:NewSchool/Renovations•MillingtonHigh–Vo-TechandGymRenovations•GermantownHigh–AuditoriumReplacement•NewSoutheastShelbyCountyElementarySchool•NorthEastRegion–20classroomadditionOther•In-houseadministration–FacilityImprovementandComprehensivePlanningMaintenance•ADA/DeferredMaintenance–ADAcomplianceand/ordeferredmaintenanceperfederalmandate•Mechanical–Replacementofboilersorairconditioners•InteriorandExteriorMaintenanceoLifeSafety–FireAlarmsoPaintingatvarioussitesoPlaygroundsandstadiumsoRoofing–ReroofingatvarioussitesoWindowreplacements94
  104. 104. SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14Project#Description2013-14204BelleForestCommunitySchoolStartUp205,500210FacilityImprovements1,318,148217ComprehensivePlanning730,464239ADAImprovements4,147,747241WindowReplacements(MultipleSites)3,594,000283Roofing(MultipleSites)4,750,000304GeneralDeferredMaintenance1,960,000306UnforeseenEmergencies1,500,000307SchoolDemolitions646,000308SyntheticAthleticFields300,000309LifeSafety-FireAlarms(MultipleSites)1,811,000311MechanicalBoilers&AirConditioning(MultipleSites)3,575,000323MillingtonHighPhaseII10,000,000328GermantownHigh9,100,000329NewSoutheastShelbyCountyElementarySchool15,000,000330NortheastRegionClassroomAdditions8,000,000334OutdoorsPlaygrounds&StadiumandPaving(MultipleSit600,000342Painting562,762TotalProjects67,800,621$95
  105. 105. SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14Project:204BelleForestCommunitySchoolStartupStartDate:Dec-10EstimatedCompletionDate:Dec-13Description:Fundingforstart-upcostsfornewSEElemschool.FY2012-13ProjectCosts:$1,000,000FY2013-14Costs:$205,500OperatingBudgetImpact:Theoperatingbudgetwillprovidetheinitialsitebasestartupbudgetforsuppliesandmaterials.Project:210FacilityImprovementsStartDate:EachfiscalyearEstimatedCompletionDate:On-goingDescription:2013-14fundingtosupportdepartmentpersonnel,whoareresponsibleforthedesign,managementandcompletionofthereplacementandupgradingofbuildingsystemsequipmentandlifesafetysystems.ProvidesfundingofsmallprojectstoosmallforDesign&Construction,buttoolargeforIn-HouseMaintenancepersonnel.FY2012-13ProjectCosts:$1,995,726FY2013-14Costs:$1,318,148OperatingBudgetImpact:Administrativecostsnecessarytodesignandexecuteprojectsrelatedtomaintenance,renovations,andnewconstruction.Thereis$0impacttotheDistrict’soperatingbudget.Project:217ComprehensivePlanningStartDate:EachfiscalyearEstimatedCompletionDate:On-goingDescription:Fundingtosupportdepartmentpersonnel,whoareresponsibleforthedesign,managementandcompletionofnewconstruction,renovationsandADAprojects.FY2012-13ProjectCosts:$792,702FY2013-14Costs:$730,464OperatingBudgetImpact:Administrativecostsnecessarytodesignandexecuteprojectsrelatedtomaintenance,renovations,andnewconstruction.Thereis$0impacttotheDistrict’soperatingbudget.96
  106. 106. SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14PROJECTSUMMARY(cont’d)Project:239ADAImprovementsStartDate:Dec-10EstimatedCompletionDate:On-goingDescription:FundingforADADeferredMaintenanceFY2012-13ProjectCosts:$52,888FY2013-14Costs:$4,147,747OperatingBudgetImpact:ApprovedfundingthatholdsstabletheamountofzonemaintenanceneededthroughouttheDistrict.TheDistrictestimates$0impacttotheDistrict’soperatingbudgetastheprojectwillbringtheDistrictintocomplianceandtherearenoothercostsassociatedwiththeimprovements.Project:241WindowReplacements(MultipleSites)StartDate:Dec-06EstimatedCompletionDate:On-goingDescription:FundingforwindowreplacementsatmultiplesitesFY2012-13ProjectCosts:$1,628,414FY2013-14Costs:$3,594,000OperatingBudgetImpact:Approvedfundingthatholdsstabletheamountofzonemaintenanceneededthroughoutthedistrict.TheDistrictestimates$0impacttotheDistrict’soperatingbudgetasthecapitalprojectisforwindowreplacement*.Project:283Roofing(MultipleSites)StartDate:Sept-07EstimatedCompletionDate:ongoingDescription:FundingtoreplaceroofsatvariouslocationsFY2012-13ProjectCosts:$1,853,730FY2013-14Costs:$4,750,000OperatingBudgetImpact:Roofingemergencyrepaircostswillbemaintainedatalowerlevel.EventhoughtheDistrictplanstore-roofexistingbuildings,therewillcontinuetobeanoperatingbudgetimpactinfutureyears,astheDistrictwillstillneedtoperformpreventativemaintenanceonbuildingroofs.Thesecostsareunknownatthistime.97
  107. 107. SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14PROJECTSUMMARY(cont’d)Project:304General(MultipleSites)StartDate:Sept-07EstimatedCompletionDate:On-goingDescription:Fundingforthereplacingceilings,floortile,upperlevelbleachers,andrelocatingportables.FY2012-13ProjectCosts:$95,007FY2013-14Costs:$1,960,000OperatingBudgetImpact:TheDistrictestimates$0impactontheDistrict’soperatingbudget.Project:306UnforeseenEmergenciesStartDate:Dec-06EstimatedCompletionDate:OngoingDescription:FundingforunforeseenmaintenanceequipmentreplacementFY2012-13ProjectCosts:$1,997,700FY2013-14Costs:$1,500,000OperatingBudgetImpact:Approvedfundingthatholdsstabletheamountofzonemaintenanceneededthroughoutthedistrict.Project:307SchoolDemolitionsStartDate:July-12EstimatedCompletionDate:On-goingDescription:FundingforthedemolitionofschoolbuildingsFY2012-13ProjectCosts:$485,000FY2013-14Costs:$646,000OperatingBudgetImpact:Approvedfundingthatdemolishesclosedschoolsincludingbuildings,gymnasiums,cafeteriasandportables.Project:308SyntheticAthleticFieldsStartDate:Dec-06EstimatedCompletionDate:On-goingDescription:FundingforunforeseenmaintenanceequipmentreplacementFY2012-13ProjectCosts:$948,844FY2013-14Costs:$300,000OperatingBudgetImpact:Approvedfundingthatholdsstabletheamountofzonemaintenanceneededthroughoutthedistrict.98
  108. 108. SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14PROJECTSUMMARY(cont’d)Project:309LifeSafety–FireAlarms(MultipleSites)StartDate:Sept-07EstimatedCompletionDate:On-goingDescription:Fundingforthereplacementoffirealarmsystemsandintercomsystemsatvariousschools.FY2012-13ProjectCosts:noneFY2013-14Costs:$1,811,000OperatingBudgetImpact:Fundingnecessarytoensurefiresafetycompliance.TheDistrictestimates$0impacttotheDistrict’soperatingbudgetasthecapitalprojectisforreplacementofexistingfirealarmsystems.Thecostofmonitoringisalreadyincludedintheoperatingbudget.Project:311MechanicalBoilers&AirConditioning(MultipleSites)StartDate:Sept-07EstimatedCompletionDate:On-goingDescription:2007-08fundingfortheupgradingofHVACequipmentandsystemsFY2012-13ProjectCosts:$1,884,068FY2013-14Costs:$3,575,000OperatingBudgetImpact:Approvedfundingthatholdsstabletheamountofzonemaintenanceneededthroughoutthedistrict.TheDistrictestimates$0impacttotheDistrict’soperatingbudget*.Project:323MillingtonHighPhaseIIStartDate:Sept-13EstimatedCompletionDate:March-15Description:ConstructVo-Tech,Gymnasium,andreplaceroofonmaingym.FY2012-13ProjectCosts:noneFY2013-14Costs:$10,000,000OperatingBudgetImpact:TheoperatingbudgetwillbeimpactedbyutilitiesandmaintenancecostswhentheschoolbeginstousethenewVo-TechandGymnasiuminfiscalyear2014-15;non-routineexpense.Project:328GermantownHighStartDate:Sept-13EstimatedCompletionDate:March-15Description:Replacetheauditoriumandinstallnewalarmsystem.FY2012-13ProjectCosts:noneFY2013-14Costs:$9,100,000OperatingBudgetImpact:Theoperatingbudgetwillbeimpactedbyutilitiesandmaintenancecostswhentheschoolbeginstousethenewauditoriuminfiscalyear2014-15;non-routineexpense.99
  109. 109. SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14PROJECTSUMMARY(cont’d)Project:329NewSoutheastShelbyCountyElementarySchoolStartDate:Sept-13EstimatedCompletionDate:Sept-15Description:ConstructnewelementaryschoolinsoutheastShelbyCountyFY2012-13ProjectCosts:noneFY2013-14Costs:$15,000,000OperatingBudgetImpact:Theoperatingbudgetwillbeimpactedbyutilitiesandmaintenancecostswhentheschoolbeginstoopensinfiscalyear2015-16;non-routineexpense.Project:330NortheastRegionClassroomAdditionsStartDate:Sept-13EstimatedCompletionDate:Sept-15Description:Construct20classroomadditions.FY2012-13ProjectCosts:noneFY2013-14Costs:$8,000,000OperatingBudgetImpact:Theoperatingbudgetwillbeimpactedbyutilitiesandmaintenancecostswhentheschoolbeginstousethenewclassroomadditioninfiscalyear2015-16;non-routineexpense.Project:334OutdoorsPlaygrounds&StadiumandPaving(MultipleSites)StartDate:Sept-07EstimatedCompletionDate:On-goingDescription:Fundingtoinstallplaygroundequipmentwithfall-safesurfacesatvariouselementaryschoolsandpavingatvariousdistrictlocations.FY2012-13ProjectCosts:$476,779FY2013-14Costs:$600,000OperatingBudgetImpact:Approvedfundingthatholdsstabletheamountofzonemaintenanceneededthroughoutthedistrict.TheDistrictestimates$0impacttotheDistrict’soperatingbudgetasthecapitalprojectisforplaygroundequipment;estimatesforutilitiesforthenewstadiumlightingareunknownatthistime.100
  110. 110. SHELBYCOUNTYSCHOOLSCAPITALIMPROVEMENTPROGRAMFUNDFISCALYEAR2013-14PROJECTSUMMARY(concl’d)Project:342PaintingStartDate:Sept-07EstimatedCompletionDate:On-goingDescription:FundingforexteriorpaintingofvariousschoolbuildingsFY2012-13ProjectCosts:$435,007FY2013-14Costs:$562,762OperatingBudgetImpact:Approvedfundingthatholdsstabletheamountofzonemaintenanceneededthroughoutthedistrict.TheDistrictestimates$0impacttotheDistrict’soperatingbudgetasthecapitalprojectisforpainting.101
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  112. 112. NON-FEDERALSPECIALREVENUEFUND103

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