Budget and Race to the Top Overview

Report
Department of Education
Budget Transparency:
Overview of the Operating Budget
James M. Brese
Assistant Superintendent and CFO
September, 2010
Total Biennium Operating
Budget Reductions
B ie n n iu m
F Y 2 0 0 9 -1 0 F Y 2 0 1 0 -1 1
T o ta l
R e d u c tio n s /R e s tric tio n s
B O E A p p ro ve d R e d u ctio n s
A ct 1 6 2 /0 9 R e d u ctio n
G o ve rn o r's 0 6 /0 1 /0 9 R e strictio n fo r F B 0 9 1 1
A ct 1 6 2 /0 9 P ro viso fo r R e stru ctu rin g S ch o o ls
S u p p o rt fo r S tru gglin g N o n -T itle I S ch o o ls
R e se rve fo r A d d itio n a l R e strictio n s a n d A n ticip a te d
C o st In cre a se s*
T a rg e t: T o ta l D O E R e d u c tio n /R e s tric tio n s
$
$
$
$
$
(4 0 .0 1 )
(4 3 .0 0 )
(1 2 7 .7 0 )
(1 .1 4 )
(5 .0 0 )
$
$
$
$
$
$
$
(1 0 .0 0 ) $
(2 2 6 .8 5 ) $
(4 0 .0 0 )
(4 3 .0 0 )
(1 4 2 .6 0 )
(1 .1 4 )
(5 .0 0 )
$ (8 0 .0 1 )
$ (8 6 .0 0 )
$ (2 7 0 .3 0 )
$
(2 .2 8 )
$ (1 0 .0 0 )
(1 0 .0 0 ) $ (2 0 .0 0 )
(2 4 1 .7 4 ) $ (4 6 8 .5 9 )
Total Operating Budget
Reductions – FY08 vs. FY11
Department of Education
FY2010-11 Operating Budget Reductions - Dollars
Description
School Total
Centralized Services for Schools Total
Complex Area Total
State Offices Total
Subtotal
Legislative Adjustment [1]
Total
FY2007-08 Budget
$
968,885,766
$
319,930,510
$
22,283,207
$
83,165,552
$
1,394,265,035
$
$
1,394,265,035
% of
Total
69%
23%
2%
6%
100%
FY2010-11 Budget
$
935,710,363
$
285,724,932
$
17,508,358
$
57,489,799
$ 1,296,433,452
$
(43,000,000)
$ 1,253,433,452
% of
Total
72%
22%
1%
4%
100%
$
$
$
$
$
$
$
Variance
(33,175,403)
(34,205,578)
(4,774,849)
(25,675,753)
(97,831,583)
(43,000,000)
(140,831,583)
%
Reduction
-3%
-11%
-21%
-31%
-7%
0%
-10%
•The greatest portion of the DOE’s budgeted dollars
is allocated to the schools
•The greatest percentage reductions to the DOE’s
budget has come from the State and Complex Area
Data reflects General Funds only
Total Operating Budget
Reductions – FY08 vs. FY11
Department of Education
FY2010-11 Operating Budget Reductions - FTEs
Description
School Total
Centralized Services for Schools Total
Complex Area Total
State Offices Total
Total
FY2007-08 Budget
18,866.40
1,741.50
325.00
791.00
21,723.90
% of
% of
Total FY2010-11 Budget Total
87%
18,526.78
87%
8%
1,780.50
8%
1%
286.50
1%
4%
599.50
3%
100%
21,193.28 100%
Variance
(339.62)
39.00
(38.50)
(191.50)
(530.62)
%
Reduction
-2%
2%
-12%
-24%
-2%
•The greatest portion of the DOE’s budgeted
positions is allocated to the schools
•The greatest percentage reductions in the DOE’s
budget has come from the State and Complex Area
Data reflects General Funds only
Total FY2010-11 Operating
Budget After Reductions
General Fund Budget
$1.3 Billion
$285,724,932 ,
22%
$935,710,363 ,
73%
$17,508,358 , 1%
$57,489,799 , 4%
School Total
Centralized Services for Schools Total
Complex Area Total
State Offices Total
The State and Complex Area took reductions to
preserve instructional services at the school level!
Total FY2010-11 Operating
Budget After Reductions
General Fund FTEs
21,193.28 FTEs
18,526.78 , 88%
1,780.50 , 8%
286.50 , 1%
599.50 , 3%
School Total
Centralized Services for Schools Total
Complex Area Total
State Offices Total
The State and Complex Area took reductions to
preserve instructional services at the school level!
What are DOE Centralized
Services?
Why is this budget not
allocated to the schools?
 The
principal can focus on being the
educational leader of the school!
 The DOE as a system can take
advantage of standardization and
economies of scale!
DOE Centralized Services











Electricity bills and other utilities
Network infrastructure support/development
School food services
Student transportation
Diagnostic services for SPED services qualification
Personnel hiring, recruitment, and recordkeeping
Workers compensation
Unemployment benefits administration
Financial accounting and reporting
IT development, implementation, operations
Litigation support


Autism, school based behavioral health
Special education provision and recordkeeping
DOE Statewide Responsibilities










Strategic Planning
Student Achievement Standards Development
Budget Preparation and Execution
Teacher Certification
Hawaii State Assessments
Policy Development
Internal Audit
Compliance with US DOE and State Regulations
Federal Reporting Requirements
Inter-governmental relationship management
DOE Budget $1.7 Billion
(Does not include $57 Million from the Hurricane Relief Fund)
Special Funds,
Trust Funds,
Interdepartmental
Transfers, and
Revolving Funds
General Funds
$1.3 Billion, 76%
$92.8 Million, 6%
Federal Funds
Ceilings $305.7
Million, 18%
Budget Summary by
All Means of Financing
DOE Budget $1.7 Billion
(Does not include $57 Million from the Hurricane Relief Fund)
No Fringe
Benefits are
Included.
Removed from
DOE Budget since
FY09-10. Total
Amount = $456.3
Million, or $2,641
per student for
FY10-11
Salaries $996.7
Million, 60%
Non-Salaries
$655.2 Million,
40%
Budget Summary by
Salaries/Non-Salaries
DOE Budget $1.7 Billion
(Does not include $57 Million from the Hurricane Relief Fund)
Weighted
Student
Formula
(WSF) 42%
Federal Funds
11%
Special
Education
(SPED) 11%
Other Programs 6%
Other SPED &
Student Support
Programs 10%
Other Centrally
Expended 5%
Food Services 6%
Student
Transportation 3%
Facilities (Repairs &
Maintenance) 3%
Utilities 3%
DOE Budget $1.7 Billion
(Does not include $57 Million from the Hurricane Relief Fund)
Weighted
Student Formula
(WSF)
$702.3 Million
Federal Funds
$175.8 Million
Special
Education
(SPED)
Other Programs
$186.0 Million
Other SPED &
Student Support
Programs
$97.1 Million
$159.5 Million
Student
Transportation
Other Centrally
Expended
$86.7 Million
Food Services
$94.5 Million
Facilities (Repairs &
Utilities
Maintenance)
$42.8 Million
$56.1 Million
$51.3 Million
Weighted Student Formula (WSF)
The Weighted Student Formula (WSF) promotes
equity by allocating funds to schools based on
individual students’ educational needs.
Weighted Characteristics:
•
Economically Disadvantaged
•
English Language Learners
•
Geographic Isolation
•
School Size/Sliding Scale
•
Multi-track
•
K-2 Class Ratios
•
Transient Students
•
Neighbor Island Students
With 172,806 students
enrolled, approximately
$4,064 is average budget
per student.
$702.3 Million of DOE Budget = 42%
Budget per student is based on SY 2010-11 Projected Official Enrollment Count
Other Programs (Categorical)
Separate funding is allocated to ensure that specific programs
are established and supported for broadened education.
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Athletics (except Directors—now in WSF)
JROTC
Hawaiian Language Immersion Program
Hawaiian Studies
Other Instructional Services
Learning Centers
Student Activities (Student Conference, Student Council,
Awards, Student Exchange)
Peer Education Program
• Educational Research & Development
At Risk Programs
• Trust Funds (Grants, Donations, Athletics, Olelo)
Summer School
• Hawaii Content/Performance Standards, Restructuring
Driver Education
• Etc…
Lost Textbooks
School Health Aides
After School A Plus
≈ $562 per student
$97.1 Million of DOE Budget = 6%
Federal Funds
Title 1
No Child Left Behind
Impact Aid
Vocational Education
Smaller Grants
≈ $1,017 per student
$175.8 Million of DOE Budget = 11%
Special Education (SPED)
SPED Requirements at Schools
• Teachers
• Classroom Supplies
• Educational Assistants
$186.0 Million =
11% of Budget
≈ $1,076 per student
Centrally Expended for SPED and Student Support Programs
•
•
•
•
•
•
•
•
•
•
•
Federal Funds
Special Olympics
$159.5 Million =
School Based Behavioral Health
10% of Budget
Services for Children with Autism
≈ $923 per student
Student Support Services
Recruitment and Retention Incentive
Educational Assessment/Prescriptive Services
Special Education Database
Extended School Year
Home/Hospital Instruction
Etc…
Special Education (SPED)
• 18,172 special education students projected
enrollment in FY 2010-11
• 11% of total student enrollment
SPED Requirements at Schools
≈ $10,234 per SPED student
Centrally Expended for SPED and Student Support Programs
≈ $8,775 per SPED student
$345.4 Million (SPED Combined) =
21% of Budget
≈ $19,010 per SPED student
Other Parts of the
DOE Budget for Students
$547 per
per student
student
≈≈ $484
Food Services
$94.5 Million
6%
≈≈ $242
$297 per
per student
student
Student
Transportation
$51.3 Million
Facilities
(Repairs & Maintenance,
School Inspection, State
Administration, etc.):
3%
Utilities
$42.8 Million
$56.1 Million
3%
3%
≈ $247 per student
$242per
perstudent
student
≈≈$325
All Other Centralized Expenses
5% of DOE Budget - $86.7 Million
In addition to supporting student achievement, the remaining
5% of the DOE Budget supports a combination of the schools,
the complex areas, and the state level functions. Many of
these impact student education directly and all others affect
student education indirectly.
Per Student
5% Breakdown
≈ $502 per student
$ 99
1.0%
• Complex Area Administration
$107
1.1%
• Office of Curriculum, Instruction, and Student Support (Teleschool, Adult
Education, Federal Funds for Homeless, National Science Foundation, NAEP, Etc.)
$ 98
1.0%
• Office of Human Resources (Teacher Improvement Services, Leadership
Development, Etc.)
$109
1.1%
• Office of Information Technology
$ 44
0.5%
• Office of the Superintendent (Systems Accountability: Testing, Evaluation,
Planning, Etc.)
$ 24
0.3%
• Office of Fiscal Services
$ 20
0.2%
•All Other (Board of Education, HTSB, and Art in Public Places)
Complex Area (ICAA) = $17.1 Million; Remaining State Offices = $69.6 Million
Summary
WSF
42%
Expended by Principals
70%
for Students
28%
Categorical,
SPED, Federal
≈ $6,719 per student
Centralized Expenses
for Students
25%
≈ $2,339 per student
Other Centralized Expenses for Schools 5%
≈ $502 per student
95% of Budget
Budget per student is based on SY 2010-11 Projected Official Enrollment Count
Summary
Budget Breakdown Per Student
SY 2010-11: 172,806 Students Projected
Weighted Student
Formula 42%
$4,064 per student
Other Student
Funding at
Schools 52%
$4,994 per student
All Other Centralized Expenses at 5% $502 per student
Affects Schools, Complex Areas, State Offices, etc.
95% of Budget
= $9,058
Average Per
Student
100% of Budget
= $9,559
Average Per
Student
HSA Results
R e a d in g - P e rc e n t P ro fic ie n t
100
100
90
86
80
P er centage
70
60
60
50
58
42
48
45
41
30
30
30
58
72
72
58
47
44
40
67
65
62
44
44
30
20
10
0
2002
2003
2004
2005
2006
A c tual Results
2007
2008
2009
2010
2011
2012
A nnual Measurable Objec tives Under NC LB
2013
2014
HSA Results
M a th - P e r c e n t P r o fic ie n t
100
100
90
82
80
P er centage
70
64
60
64
49
50
42 46
38
40
30
20
24 28
23
20
44
46
46
27
28
28
20
10
10
10
10
0
2002
2003
2004
2005
2006
A c tual Results
2007
2008
2009
2010
2011
2012
A nnual Measurable Objec tives Under NC LB
2013
2014
“The Big Picture”
State of Hawaii
Executive Budget
General Funds
$4,943,348,231
FY10-11
All Means of Finance
$10,241,967,263
DOE Budget
EDN100
EDN150
EDN200
EDN300
EDN400
EDN500
EDN100-500 Total
DOE % of Exec
General Funds All Means of Finance
$705,256,507
$955,364,041
306,475,682
353,790,360
22,430,453
25,691,997
42,517,962
42,552,963
171,837,016
245,269,051
4,918,832
29,253,061
$1,253,436,452
$1,651,921,473
25.36%
16.13%
Factor in Fixed Costs
BUF725 - Debt Service
BUF745 - Retirement
BUF765 - Health Ins
DOE Share of Fixed Cost Total
DOE Share of Fixed Cost % of Exec
General Funds All Means of Finance
$194,855,477
$194,855,477
249,726,061
249,726,061
206,597,259
206,597,259
$651,178,797
$651,178,797
13.17%
6.36%
DOE + Fixed Costs
General Funds All Means of Finance
$1,904,615,249
$2,303,100,270
38.53%
22.49%
DOE + Fixed Costs % of Executive Budget
The DOE budget (including
fixed costs) represents:
• 38.53% of the entire state
general fund budget
• 22.49% of the entire state
budget for all means of
financing
Race to the Top (RTTT)


RTTT grants are aimed at
rewarding states that have
“ambitious yet achievable”
plans for implementing
compelling and
comprehensive education
reform
Hawaii will receive $75
million, the maximum for a
state its size, over a fouryear period
Summarized from The StarAdvertiser, 08/25/10
“The money is meant to
start reforms, to leverage
reforms. This is not
intended to replace our
general fund budget
reductions.”
Kathryn Matayoshi,
Superintendent
Race to the Top (RTTT)

Placed in top three! (applicants judged on a
500-point scale by a five-member expert panel)

Top 3 Phase II Winners




Massachusetts
New York
Hawaii
Only 2 Phase I Winners


Tennessee
Delaware
Summarized from The StarAdvertiser, 08/25/10
Score
471.0
464.8
462.4
Compared
to Hawaii
8.6 points
2.4 points
Race to the Top (RTTT)
The four-year, $75 million grant will help
kick-start reforms across Hawaii’s public
school system. Here is how it will be spent:
$33.2 million Cultivate, reward, and leverage” effective teaching and school leadership by
instituting performance-based contracts for teachers and principals tied, in part, to
student performance growth. Funds will also go to professional development,
bonuses for highly effective teachers, and other initiatives.
$18.7 million Turn around the lowest-performing schools by targeting programs in “zones of
school innovation,” expanding pre-kindergarten opportunities, and extending
classroom time.
$9.3 million Boost student achievement and classroom rigor by implementing the national
common core standards curriculum, aimed at standardizing what students across
the country learn.
$7.2 million Improve student performance data collection and use, allowing teachers, parents,
schools, and the DOE to quickly see when a student is struggling and track how a
student performs from kindergarten through graduation (and through college).
$6.5 million
Reorganize to improve and streamline how the Department of Education monitors
and supports reforms.
Summarized from The StarAdvertiser, 08/25/10
Race to the Top (RTTT)

Questions about RTTT?

For more information, please access
the DOE’s website for RTTT
http://doe.k12.hi.us/arra/index.htm
Questions?
CONTACT US:
Department of Education
Office of Fiscal Services
1390 Miller Street, Room 319
Honolulu, HI 96813
Phone 808-586-3737
Fax 808-586-3445
Email:
[email protected]
Visit our website:
http://doe.k12.hi.us/

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