NEWTON SCHOOL COMMITTEE

MINUTES OF SPECIAL MEETING

SUPERINTENDENT'S FY05 BUDGET PRESENTATION

MARCH 1, 2004

NEWTON NORTH HIGH SCHOOL, AUDITORIUM, 7:00 P.M.

 

 

PRESENT:               Chairperson Anne Larner, Vice-Chairperson Dori Zaleznik, Gail Glick, Susan Heyman, Patricia Kellogg, Marc Laredo, Nancy Levine, Reenie Murphy, Mayor David Cohen

 

                                   

CALL TO ORDER

 

Chairperson Anne Larner called the meeting to order at 7:05 p.m. and then turned the meeting over to the Superintendent for his budget presentation.

 

 

SUPERINTENDENT'S FY05 BUDGET PRESENTATION

 

Superintendent Jeffrey Young began the presentation by first acknowledging all the hard work of the central staff, principals, curriculum coordinators, and department heads, in helping him develop this budget.  He especially thanked Sandra Guryan, Assistant Superintendent for Business, Finance & Planning, and her staff, for their countless hours in assembling this document.  Finally, he thanked the School Committee for creating clear and thoughtful budget guidelines, which helped frame their work. 

 

Two goals were set forth in the preparation of the budget, which in some ways conflict.  First was to preserve the excellence of the core program and the second was to live within their means.  Newton is facing many of the same challenges as communities across the country, where they do not have the resources necessary to deliver the services that should be provided.  Therefore, they have had to make some difficult decisions, which he will discuss in more depth this evening.  This is only his recommendation and not the final budget document.  Over the next month the School Committee will deliberate on the budget and will ultimately vote the final version.

 

The total proposed budget is $131,498,456, or a $4,200,000 (3.3%) increase over last year.  As always, the Mayor has generously allotted the lion’s share of the City’s revenue sources to the schools and he thanked him for continuing to support the importance of education in this community.  Despite this generosity, it does not cover all the needs.

 

The main categories of the budget proposal are salaries, expenses and offsets.  Salaries, as always, are the greatest portion of the budget ($110,722,614), which is understandable given that education is a human intensive profession.  The 3.5% listed in the budget as the salary increase makes no explicit assumptions, as they are just entering collective bargaining with all three unions.  Rather, the amount is to set aside a reserve.  Expenses make up the remaining $20,775,842 (2.1% increase).  Offsets ($1,883,000) are funds that are returned to the school system (1.4% increase).

 

In terms of maintenance of effort, or funding for the exact same services this year that were in place last year, it is important to remember that new contracts will be bargained.  There will be increases in salary steps, which are contractual, as well as anticipated increased health benefit costs.  Inflation in transportation, utilities, and materials/supplies are other factors.  Finally, increased special education costs are projected in tuition rates and preschool referrals.  All these items are part of the maintenance of effort budget because they are not enhancing services, but simply maintaining what is in place for the anticipated population. 

 

During the override discussions, he was asked numerous times if the system would be able to sustain services or if overrides would continue to be necessary.  He was clear in his response that if they continued to receive annual budget allocations as they had for the past ten years (i.e., 5%-6%) they could sustain.  However, if that were not the case and allocations decreased, they would be faced with serious issues once again.  Unfortunately, this is where they stand now, which is a reflection of the economy.  To maintain their current effort would require a 5.5% increase ($7,000,000).  Given that the allocation this year is only $4,200,000, they are left with a $2,800,000 gap, or the level of reductions necessary to produce a balanced budget.  He will elaborate later in this presentation on those reductions.

 

He reiterated that the heart and soul of the system is and always will be what transpires in the classrooms between teachers and students on a daily basis.  Their mission is to retain this to the greatest extent possible.

Newton has been fortunate in that they have been able to maintain favorable average class sizes throughout a series of difficult years, unlike many other communities.  Last year, in order to continue to meet this goal, several steps were taken.  First, an administrative reorganization cut staff at the Education Center by 14%.  Another step was to initiate some efficiencies in how services are rendered in the special education department. This was done without diminishing program needs for students.  The third step they took was to institute a transportation fee, which obviously no one took on happily, but which increased revenue that went directly into supporting the classroom.  These three initiatives allowed them to maintain favorable class and team sizes systemwide and to keep the academic and extracurricular programs largely intact.  The down side is that he cannot go back to these same areas for further reductions. 

 

The major factors driving the school budget are contract settlements with employees, preservation of classroom instruction, fixed and mandated costs increases, and implementing instructional efficiencies (meeting fiscal constraints). 

 

With regard to contract settlements, as previously mentioned all union contracts are up for renewal this year.  There is a certain amount of funding set aside as a salary reserve, which they believe will enable the Committee to settle the contracts in a fair and equitable manner.  Included in that amount are contractual financial increments for staff moving up the salary scale as they become more experienced, as well as increases to those who earn advanced degrees.  Health benefits are also a part of this amount and the City provides this figure to the school system.  Turnover savings refers to a less experienced teacher replacing a more experienced staff member upon retirement, which helps keep costs down.

 

In the area of preserving classroom instruction, this is where they face some difficult choices this year and will be suggesting some changes in staffing patterns.  This is extremely unfortunate because they continue to ask more of staff while providing fewer resources.  Specifically, they are facing a reduction of 16.3 full-time equivalencies (FTE) for the 15 elementary schools; six of which are related to enrollment.  Some of this amount is also related to fewer staff needed in the special subject areas as a result of fewer classes.  Several schools will be looking at combination K-1 classes.  In some classes that are not large enough to split into two classes, but are too large for one teacher, they will add a .5.  At the middle schools they anticipate a 7.3 FTE reduction to be split among the four schools based on enrollment.  Class sizes in some of the major subjects will increase and there is the possibility of curtailment or consolidation of certain elective programs.  Principals, in conjunction with their staff, will be making the specific decisions.  At the high schools there will be a 10.6 FTE reduction also to be distributed based on enrollment.  Because the scheduling process is not completed at this level for next year, it is difficult to be specific about the nature of these reductions.  Special education is actually going to see an increase in staffing (9.5 FTE), mainly to accommodate increased numbers at the preschool level.  Last year they instituted an 18% reduction in the per pupil allocation, which is funding that each school principal receives for supplies, materials, etc.  This was a very difficult cut and this year they are restoring 3% to that line item.  While it is not where they want to be, it is a reflection of the awareness of the need. 

 

Fixed and mandated cost increases include transportation, of which they are in year two of a five-year contract.  There is an increase of custodians (3.0 FTE) to address the additional space at Newton South High School.  Utility bills are expected to increase because of the additional square footage that will be on line with Newton South.  Maintenance contracts for computers are also expected to increase, as are supplies for custodians to maintain the buildings.  There is also an increase in cost for advertising job positions.  While special education tuition costs are expected to increase, the Circuit Breaker legislation is expected to provide some relief.  The anticipated 75% reimbursement from this legislation in reality is only 35%.  While this is not what was expected, they are grateful for the offset.  Other fixed and mandated costs include outside audits, increases in career/technical education tuitions, and an appropriate waste disposal program for materials generated in science classrooms.  For too long Newton has short-changed the upkeep of its buildings and he is not recommending any reductions in charter maintenance.  In addition to the new preventive maintenance program that is being put in place, they hope to end the continual under-funding in this area.

 

The final factor associated with driving the school budget is the implementation of instructional efficiencies or meeting fiscal constraints.  An additional phase of the administrative reorganization will save approximately $70,000.  They are also planning to reduce professional development by $100,000, textbook purchases by $300,000, and technology equipment by $350,000.  The budget assumes maintaining transportation fees, but with the hopes of making the system somewhat more flexible.  There is also a health insurance and Medicare adjustment to reflect the reduction in staff.  These are difficult but necessary choices.  They will discuss the rationale for these decisions and their impact as they continue through their budget deliberations.

 

He then outlined how the $11,707 per pupil expenditure is spent, of which

the bulk ($5,559) is for instruction.  As an aside, he noted that administration is only $372.  This confirms what has always been the case in Newton – that the majority of money is spent exactly where it should be – in the classroom.

 

He then showed the school budget history from FY93-FY05, showing an average of 6.2% increases, with a 10.2% increase in FY03 as a result of the Override, and a 2.1% increase last year.  They were able keep class sizes favorable last year as a result of the measures he just outlined.

 

He concluded by summarizing the rest of the budget process.  He noted that while they anticipate a reduction systemwide of 22.3 FTEs, he does not believe they will see much, if any, teacher layoffs, as it is hoped that this can be covered through natural attrition. In the context of the economy, they feel this is the best document they can put forward to meet the needs and provide an excellent education for the students in the Newton Public Schools.

 

Anne Larner announced the dates that the Committee will be discussing the budget and encouraged the public to provide input and stay involved.

 

 

ADJOURNMENT

The meeting was adjourned at 8:00 p.m.