District Objectives and System Data

Brianna Carias, Grade 5Julia A. Stark Elementary School

Oliwia Dura, Grade 8Scofield Middle School

Kevin Alvarado, Grade 11Westhill High School

Stamford Public Schools2020-2021

Proposed Budget

Dr. Tamu Lucero

May 4, 2020

2

Stamford Public Schools2020-2021 Budget

Object Code 2/13/2020 BOE Approved

Budget$

Change Budget%

Change

$301,539,924

202 Health InsuranceReduce Health incrfrom 12% to 6.5% ($1,676,000) $299,863,924 5.93%

230 PensionRevised amnt from

actuary $196,000 $300,059,924 6.00%

629 Bus FuelLock in at better price $1.93/gallon vs $2.20 ($115,400) $299,944,524 5.96%

231 OPEBRevision from Actuary of $2,577k vs $4,049k

budget($1,472,392) $298,472,132 5.44%

260 Worker's CompRevised by OPM from

$2,208k to 2,119k ($88,465) $298,383,667 5.41%

520 Risk Mgt InsRevised by OPM from

$1,676k to $1,479k ($196,696) $298,186,971 5.34%

Major Budget Impact

3

TransportationFacilities

Health CareSpecial Education

Transportation$1,917,509

• 7.5% yearly increase• 5 additional buses

o 3 SPED and 2 increased enrollment

4

Facilities$3,332,589

• Energy cost: Electricity• Repair and maintenance: Preventative

maintenance and code compliance contracts• Construction services – 37% increase• Playground repairs • Part-time custodian contract

5

Health Care$5,036,877

6

$37,075,439

$33,838,777

$28,480,158

$31,707,490

$35,068,367*

$-

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

$30,000,000

$35,000,000

$40,000,000

2016-17 2017-18 2018-19 2019-20 2020-21

*Includes projection for new employees.

Health Care

State Partnership Plan (SPP)

Self-insured

$35,038,367 $41,350,302

7

* Source – Gallagher Benefit Services

Special Education$6,861,000

• Out-of-district tuition• 6 additional in-district programs• Decrease in Medicaid• IDEA funding is flat • SPED FTEs• Contracted services

8

Other Sources Of Revenue

• Building-use fund• Food service: Lunch fund • Adult Education Reserve• Energy Reserve• Health Insurance Claims: Reserve

9

Building-Use Fund(year-end balances)

10

$386,702 $378,560

$195,661

$22,527

$-

$50,000

$100,000

$150,000

$200,000

$250,000

$300,000

$350,000

$400,000

$450,000

2015-16 2016-17 2017-18 2018-19

Food Service: Lunch Fund(year-end balances)

11

$667,448 $640,044

$465,014

$136,377

$-

$100,000

$200,000

$300,000

$400,000

$500,000

$600,000

$700,000

$800,000

2015-16 2016-17 2017-18 2018-19

Energy Reserve(year end balance)

12

$201,840 $201,840 $201,840

$- $-

$50,000

$100,000

$150,000

$200,000

$250,000

2015-16 2016-17 2017-18 2018-19

Health Insurance Claims: Reserve(year-end balances)

13

$4,408,786

$1,862,840

$2,490,645

$1,084,808

$-

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

$3,000,000

$3,500,000

$4,000,000

$4,500,000

$5,000,000

2015-16 2016-17 2017-18 2018-19

Vacancy Savings

14

2,300,000 2,200,000

2,400,000 2,549,000

3,082,911

2,816,639 2,860,935

3,573,248

$0

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

$3,000,000

$3,500,000

$4,000,000

2016-17 2017-18 2018-19 2019-20P

Vacancy Savings Budgeted

Actual Vacancy Savings

New Considerations

• Proposed reductions/reallocations• Grants

15

Proposed Reduction/Reallocations

16

• Special Education: $294,000• Central Office reallocations: $385,000• Instructional Paras: $1,125,000

Total: $1,804,000

Alliance Grant

As part of the 2020-2021 budget process, we will consider the anticipated $1,000,000 Alliance Funds, as well as assessment of current grant-funded initiatives.

Total: $1,147,898

17

Alliance Grant Allocation

18

2,824,882 2,824,882

3,249,448

4,384,040

5,384,040 *

-

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

Alliance Alliance Alliance Alliance Alliance

2016-17 2017-18 2018-19 2019-20 2020-21P

Allo

catio

n ($

)

*Predicted allocation due to ECS formula change

Flat or Declining Grants

• Priority School District (PSD)• Medicaid• IDEA 611

19

Priority School District

20

2,415,201

2,029,121 2,014,494 2,027,773

1,800,000

1,900,000

2,000,000

2,100,000

2,200,000

2,300,000

2,400,000

2,500,000

PSD PSD PSD PSD

2016-17 2017-18 2018-19 2019-20

Allo

catio

n ($

)

Medicaid Revenue

21

1,541,000 1,456,316

1,271,426

1,111,034

820,000

-

200,000

400,000

600,000

800,000

1,000,000

1,200,000

1,400,000

1,600,000

1,800,000

2016-17 2017-18 2018-19 2019-20 2020-21P

IDEA 611

22

3,670,597 3,693,115

3,773,146 3,796,187

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

3,500,000

4,000,000

4,500,000

5,000,000

IDEA 611 IDEA 611 IDEA 611 IDEA 611

2016-17 2017-18 2018-19 2019-20

Allo

catio

n ($

)

23

Superintendent’s Requested Budget$301,539,924 or 6.52%

increase over the 2019-2020 budget

24

Superintendent’s Requested Budget$298,186,971 or 5.34%

increase over the 2019-2020 budget

01/1

7/20

20 p

g.2

Elec

ted

Mem

bers

of C

ity o

f Sta

mfo

rd B

oard

s,

As

I beg

in m

y fi

rst b

udge

t sea

son

as S

uper

inte

nden

t, I w

ant t

o th

ank

the

City

Boa

rds

and

May

or, i

n ad

vanc

e, fo

r th

ough

tful

ly c

onsi

deri

ng th

e BO

E bu

dget

req

uest

. O

ur te

am w

orke

d ve

ry h

ard

to d

evel

op

a bu

dget

that

is c

lose

ly a

ligne

d to

the

true

cos

t of o

pera

ting

our

dyna

mic

sch

ool d

istr

ict.

Plea

se k

now

that

I ta

ke th

e ro

le o

f Sup

erin

tend

ent v

ery

seri

ousl

y an

d un

ders

tand

the

fidu

ciar

y tr

ust t

hat

com

es w

ith o

vers

eein

g m

ore

than

hal

f of t

he C

ity o

f Sta

mfo

rd’s

bud

get.

We

know

that

com

plet

e tr

ansp

aren

cy is

impe

rativ

e if

we

wan

t our

City

Boa

rds,

and

the

taxp

ayer

s th

ey r

epre

sent

, to

unde

rsta

nd

and

trus

t tha

t the

fund

s w

e ar

e re

ques

ting

repr

esen

t the

true

nee

ds o

f our

ove

r 16

,800

stu

dent

s.

In th

e pa

st, t

he B

OE

has

not b

een

affo

rded

a c

ontin

genc

y bu

dget

mec

hani

sm to

add

ress

fluc

tuat

ing

need

s. I

nste

ad, t

he d

istr

ict h

as r

elie

d on

the

use

of o

ther

fund

ing

sour

ces,

suc

h as

food

ser

vice

rev

enue

, bu

ildin

g-us

e fu

nds,

gra

nts,

hea

lthca

re r

eser

ves

and

vaca

ncy

savi

ngs

to c

over

any

bud

get s

hort

falls

, w

hich

is n

ot a

goo

d pr

actic

e. U

nfor

tuna

tely

, the

rea

lity

for

the

2020

-202

1 bu

dget

is th

at th

ese

sour

ces

will

no

long

er b

e av

aila

ble,

as

they

hav

e st

eadi

ly d

eclin

ed o

ver

the

year

s or

are

com

plet

ely

depl

eted

. A

s su

ch, f

or th

e co

min

g ye

ar, t

he d

istr

ict i

s re

ques

ting

a co

ntin

genc

y bu

dget

.

In a

dditi

on, a

s yo

u m

ay k

now

, our

dis

tric

t has

exp

erie

nced

une

xpec

ted

grow

th d

urin

g th

e cu

rren

t sc

hool

yea

r. I

n fa

ct, a

ccor

ding

to o

ur O

ctob

er 1

, 201

9, s

tude

nt e

nrol

lmen

t fig

ures

, we

have

411

mor

e st

uden

ts th

an th

e ex

pect

ed p

roje

ctio

n of

159

whe

n w

e pr

epar

ed o

ur F

Y 2

020

budg

et.

The

proj

ectio

n fo

r 20

20-2

021

sugg

ests

an

incr

ease

of 5

29 s

tude

nts.

Con

side

ring

the

diff

eren

ce in

pro

ject

ion,

it is

stil

l un

cert

ain

whe

ther

the

grea

ter

than

nor

mal

enr

ollm

ent i

ncre

ase

is in

deed

a tr

end

rath

er th

an a

n an

omal

y, w

e ar

e re

ques

ting

a gr

eate

r th

an n

orm

al n

umbe

r of

con

tinge

ncy

posi

tions

. Th

ese

13

posi

tions

, whi

ch is

mor

e th

an d

oubl

e th

e nu

mbe

r w

e us

ually

req

uest

, add

a li

ttle

mor

e th

an $

1 m

illio

n to

the

prop

osed

202

0-20

21 b

udge

t.

Sinc

e 20

16, w

e ha

ve s

ucce

ssfu

lly c

reat

ed 1

9 ne

w, w

ith s

ix m

ore

plan

ned,

in-d

istr

ict s

peci

aliz

ed

prog

ram

s fo

r ou

r Sp

ecia

l Edu

catio

n (S

PED

) po

pula

tion.

The

se p

rogr

ams

allo

w s

tude

nts

to b

e ed

ucat

ed

clos

er to

hom

e w

ith fr

iend

s. D

espi

te th

ese

succ

esse

s, o

ur S

PED

out

-of-

dist

rict

tuiti

on c

osts

con

tinue

to

grow

at a

rat

e of

mor

e th

an d

oubl

e th

at o

f the

ove

rall

budg

et in

crea

se.

Oth

er a

reas

that

hav

e su

bsta

ntia

lly a

ffec

ted

the

2020

-202

1 pr

opos

ed b

udge

t are

ris

ing

heal

th c

are,

tran

spor

tatio

n an

d fa

cilit

ies

cost

s.

Dur

ing

this

bud

get s

easo

n, a

s pa

rt o

f the

Sup

erin

tend

ent’s

bud

get r

eque

st p

roce

ss, I

am

pro

activ

ely

reco

mm

endi

ng th

e el

imin

atio

n an

d re

allo

catio

n of

cer

tain

res

ourc

es, i

nste

ad o

f rev

isiti

ng th

ese

item

s af

ter

any

city

Boa

rd c

uts.

Add

ition

ally

, as

we

deve

lope

d th

e in

itial

ope

ratin

g bu

dget

, we

have

in

corp

orat

ed w

hat w

e kn

ow a

bout

ava

ilabl

e gr

ant f

undi

ng.

In th

e en

d, d

ue to

ext

rem

e in

crea

ses

in e

nrol

lmen

t, SP

ED, H

ealth

Car

e, T

rans

port

atio

n, a

nd F

acili

ties

cost

s, th

e BO

E pr

opos

ed b

udge

t req

uest

is g

reat

er th

an in

the

rece

nt p

ast,

loom

ing

at a

ppro

xim

atel

y 6.

52%

. How

ever

, as

stat

ed a

t the

beg

inni

ng o

f thi

s le

tter,

we

are

com

mitt

ed to

pre

sent

ing

a bu

dget

that

tr

uly

repr

esen

ts w

hat w

e be

lieve

to b

e th

e co

st o

f ope

ratin

g ou

r di

stri

ct, i

n or

der

to p

rovi

de a

n ed

ucat

ion

that

cul

tivat

es th

e pr

oduc

tive

habi

ts o

f min

d, b

ody

and

hear

t in

ever

y St

amfo

rd P

ublic

Sc

hool

s st

uden

t.

Than

k yo

u in

adv

ance

for

your

tim

e an

d th

ough

tful

con

side

ratio

n.

Dr.

Tam

u Lu

cero

St

amfo

rd P

ublic

Sch

ools

Sup

erin

tend

ent

01/1

7/20

20 p

g.3

Prop

osed

Gro

wth

and

Rea

lloca

tions

Prop

osed

Gro

wth

Are

as

2020

-202

1 20

19-2

020

Diffe

renc

e He

alth

Car

e $3

6,74

4,36

7*

$31,

707,

490

$5,0

36,8

77

Tran

spor

tatio

n $2

2,96

9,65

0

$21,

052,

141

$1

,917

,509

Fa

cilit

ies

$25,

148,

164*

* $2

1,81

5,57

5 $3

,332

,589

Sp

ecia

l Edu

catio

n $5

0,92

5,69

1**

$4

4,34

7,29

7

$6,5

78,3

94

*

Incl

udes

pro

ject

ion

for n

ew e

mpl

oyee

s.

** D

oes n

ot in

clud

e be

nefit

s

Prop

osed

Red

uctio

ns

Redu

ctio

ns

SP

ED

$294

,000

Ce

ntra

l Offi

ce R

edes

ign

$385

,000

In

stru

ctio

nal P

aras

$1

,125

,000

To

tal

$1,8

04,0

00

Prop

osed

Gra

nt R

eallo

catio

n

Gra

nt

Al

lianc

e $1

,147

,898

01/1

7/20

20 p

g.4

Ex

ecut

ive

Budg

et S

umm

ary

Enro

llmen

t: D

ue to

an

unfo

rese

en e

nrol

lmen

t inc

reas

e in

FY

202

0 an

d a

proj

ecte

d in

crea

se fo

r FY

202

1,

ther

e is

a h

ighe

r th

an u

sual

incr

ease

in r

eque

sts

for

regu

lar

staf

fing

, whi

ch is

com

pris

ed o

f th

ree

Elem

enta

ry, 2

.5 M

iddl

e an

d fo

ur H

igh

Scho

ol te

achi

ng p

ositi

ons.

The

FY

202

0 bu

dget

in

clud

ed o

nly

one

cont

inge

ncy

posi

tion

due

to b

udge

t rea

lloca

tions

. G

iven

the

unan

ticip

ated

in

flux

in e

nrol

lmen

t in

FY 2

020

and

the

unce

rtai

nty

if th

is is

a tr

end

or a

n an

omal

y, w

e ar

e bu

dget

ing

for

four

Hig

h Sc

hool

, tw

o M

iddl

e an

d th

ree

Elem

enta

ry c

ontin

genc

y po

sitio

ns in

FY

20

21.

Hea

lthC

are:

SP

S is

pro

ject

ed to

hav

e $5

,036

,877

incr

ease

in H

ealth

Car

e co

sts

in F

Y 2

021.

A

lthou

gh w

e re

aliz

ed s

ubst

antia

l sav

ings

in y

ear

one

of th

e C

onne

ctic

ut S

tate

Par

tner

ship

Pla

n (S

PP),

as

pred

icte

d, p

rem

ium

s im

med

iate

ly b

egan

to r

ise

duri

ng F

Y 2

020.

Now

, the

sta

te p

lans

a

sign

ific

ant i

ncre

ase

in r

ates

for

Fair

fiel

d C

ount

y. I

n re

spon

se, w

e re

ques

ted

that

our

he

alth

care

con

sulta

nt p

rovi

de a

pro

ject

ion

of w

hat t

he c

ost w

ould

be

if w

e re

turn

ed to

a s

elf-

fund

ed h

ealth

care

pla

n fo

r FY

2021

. The

con

sult

ant’s

rep

ort i

ndic

ates

that

the

tota

l net

cos

t for

a

self

-ins

ured

pla

n w

ould

nea

rly

doub

le o

ur c

ost i

ncre

ase.

The

rep

ort p

roje

cts

the

tota

l net

cos

t fo

r a

self

-ins

ured

pla

n at

$41

,350

,302

, ver

sus

$36,

534,

551

if w

e re

mai

ned

in th

e SP

P, a

di

ffer

ence

of a

n ad

ditio

nal n

earl

y $5

mill

ion.

Tr

ansp

orta

tion:

Th

is is

the

fina

l yea

r of

our

tran

spor

tatio

n co

ntra

ct w

ith F

irst

Stu

dent

, whi

ch h

as in

crea

sed

our

budg

et b

y ov

er 7

% e

ach

year

of t

he m

ulti-

year

con

trac

t. W

e ar

e re

com

men

ding

a

tran

spor

tatio

n au

dit t

o en

sure

the

rout

es a

re o

pera

ting

effi

cien

tly a

nd e

ffec

tivel

y an

d to

de

term

ine

the

impa

ct o

f the

pro

pose

d Lo

ng-T

erm

Fac

ilitie

s Pl

an.

Faci

litie

s:

The

SPS

Faci

litie

s D

epar

tmen

t is

bein

g op

erat

ed in

tern

ally

for

the

firs

t tim

e in

ove

r 20

yea

rs.

The

Stam

ford

Ass

et M

anag

emen

t Gro

up (

SAM

G)

curr

ently

ove

rsee

s th

ree

faci

litie

s m

anag

ers,

w

ho s

uppo

rt th

e bu

ildin

g cu

stod

ians

and

trad

es, a

s w

ell a

s tr

acks

City

Cap

ital a

nd F

undi

ng

allo

cate

d to

the

SAM

G b

y th

e C

ity B

oard

s to

add

ress

wat

er in

trus

ion

issu

es a

nd lo

ng-t

erm

pr

otec

tion

of th

e bu

ildin

g as

sets

. Si

nce

taki

ng o

ver

thes

e re

spon

sibi

litie

s, o

ffic

ially

on

July

1, 2

019,

it h

as b

ecom

e ab

unda

ntly

cl

ear

that

pol

icie

s, p

roce

dure

s or

pro

gram

s ar

e ne

eded

to tr

ack

daily

wor

k or

ders

as

wel

l as

capi

tal a

sset

s. O

ur c

urre

nt fa

cilit

ies

team

has

trac

ked

curr

ent s

pend

ing

and

are

deliv

erin

g a

long

-ter

m p

lan

for

impr

ovem

ent.

01/1

7/20

20 p

g.5

Faci

litie

s’ c

ost t

o th

e bu

dget

will

be

$3,3

32,5

89, w

hich

incl

udes

incr

ease

s to

the

part

-tim

e cu

stod

ian

cont

ract

, sal

arie

s fo

r tw

o ad

ditio

nal f

acili

ties

man

ager

s, a

s w

ell a

s in

crea

ses

to th

e re

pair

, mai

nten

ance

and

ele

ctri

city

acc

ount

s.

Spec

ial E

duca

tion

(SPE

D):

In

gen

eral

, SPE

D e

nrol

lmen

t in

the

dist

rict

has

incr

ease

d at

a g

reat

er r

ate

over

the

past

five

ye

ars

than

the

dist

rict

’s o

vera

ll en

rollm

ent i

ncre

ase.

At t

he s

ame,

it s

houl

d be

not

ed, S

tam

ford

’s

iden

tific

atio

n ra

te is

in-l

ine

with

the

stat

e av

erag

e.

In o

rder

to r

educ

e th

e nu

mbe

r of

cos

tly o

ut-o

f-di

stri

ct p

lace

men

ts, t

he S

PED

dep

artm

ent h

as

wor

ked

over

the

past

four

yea

rs to

intr

oduc

e ne

w in

-dis

tric

t pro

gram

s. S

ince

201

6-20

17, w

e ha

ve in

trod

uced

19

addi

tiona

l in-

dist

rict

pro

gram

s fo

r a

tota

l of 3

8 sp

ecia

lized

pro

gram

s. W

e ar

e re

com

men

ding

an

addi

tiona

l six

spe

cial

ized

pro

gram

s fo

r th

e 20

21 F

Y b

udge

t. Th

e ov

eral

l SPE

D o

ut-o

f-di

stri

ct tu

ition

bud

get i

s in

crea

sing

from

$12

,917

,642

in F

Y 2

020,

to

$16,

570,

770

in F

Y 2

021.

The

larg

e in

crea

se fr

om F

Y 2

020

to F

Y 2

021

is b

ecau

se th

e cu

rren

t FY

202

0 SP

ED b

udge

t is

proj

ecte

d to

be

unde

r-fu

nded

by

$2,2

12,0

00.

Prop

osed

Rea

lloca

tion

and

Elim

inat

ion

of P

ositi

ons:

A

s pa

rt o

f the

bud

get p

roce

ss, w

e ar

e re

com

men

ding

the

elim

inat

ion

and

real

loca

tion

of

posi

tions

for

a sa

ving

s of

$1,

804,

000

to th

e FY

2021

ope

ratin

g bu

dget

. O

ther

Sou

rces

of

Reve

nue

and

Gra

nts:

Re

serv

e Fu

nd b

alan

ces

(BO

E Fo

od S

ervi

ce L

unch

Fun

d, S

choo

l Bui

ldin

g U

se a

nd In

sura

nce

Cla

im R

eser

ve)

have

sub

stan

tially

dec

lined

in th

e pa

st fe

w y

ears

. Spe

cifi

cally

, in

FY 2

016

the

Lunc

h Fu

nd h

ad a

bal

ance

of $

667,

448

vers

us a

FY

201

9 ba

lanc

e of

$13

6,37

7. S

imila

r tr

ends

oc

curr

ed w

ith th

e In

sura

nce

Cla

ims

Rese

rve,

whi

ch e

xper

ienc

ed a

dec

reas

e fr

om $

4,40

8,78

6 in

FY

201

6 of

to $

1,08

4,80

8 in

FY

201

9. I

t is

anti

cipa

ted

that

this

res

erve

will

be

depl

eted

by

the

end

of th

e FY

202

0 sc

hool

yea

r. F

inal

ly, w

e m

ust e

ngag

e in

fur

ther

con

vers

atio

n ab

out t

he

fees

we

char

ge fo

r bu

ildin

g us

e, w

hich

end

ed F

Y 2

016

with

a b

alan

ce o

f $38

6,70

2, a

s co

mpa

red

to $

22,5

27 a

t the

end

of F

Y 2

019.

V

acan

cy S

avin

gs:

Idea

lly, t

he d

istr

ict w

ould

be

fully

sta

ffed

at a

ll ti

mes

. How

ever

, with

ong

oing

res

igna

tions

and

re

tirem

ents

, the

re a

re a

lway

s so

me

posi

tions

that

rem

ain

unfi

lled

for

a po

rtio

n of

the

scho

ol

year

. Eac

h ye

ar th

e di

stri

ct a

ntic

ipat

es th

e sa

ving

s ge

nera

ted

from

thos

e un

fille

d po

siti

ons

plus

an

y sa

ving

s ga

ined

by

filli

ng a

pos

ition

at a

low

er c

ost.

Unf

ortu

nate

ly, f

or th

e pa

st fe

w y

ears

, w

e ha

ve b

een

unab

le to

fill

a la

rger

num

ber

of p

ositi

ons

than

exp

ecte

d. H

owev

er, a

s a

resu

lt,

we

have

bee

n ab

le to

use

thos

e ad

ditio

nal v

acan

cy s

avin

gs to

cov

er o

ther

exp

ense

s. F

or

exam

ple,

vac

ancy

sav

ings

for

FY 2

020

was

pro

ject

ed to

be

$2.5

mill

ion.

Cur

rent

ly, m

ainl

y du

e to

unf

illed

par

aedu

cato

r po

sitio

ns, w

e ar

e ex

pect

ed to

be

at $

3.6

mill

ion.

01/1

7/20

20 p

g.6

Gra

nts:

Se

vera

l of o

ur g

rant

s bu

dget

s ar

e pr

ojec

ted

to r

emai

n fl

at o

r de

clin

e. T

his

is a

n is

sue

beca

use

seve

ral o

f the

gra

nts

(ID

EA, M

edic

are

and

Bilin

gual

) fu

nd p

ositi

ons

wit

h sa

lary

and

ben

efits

. W

hile

gra

nt fu

nds

decl

ine,

the

cost

s as

soci

ated

with

the

posi

tion

s, c

onti

nue

to r

ise

ever

y ye

ar.

As

this

tren

d co

ntin

ues,

som

e of

thes

e FT

Es’ b

enef

its

and/

or s

alar

ies

may

nee

d to

ret

urn

to th

e op

erat

ing

budg

et.

The

Alli

ance

gra

nt h

owev

er, i

s pr

ojec

ted

to in

crea

se b

y on

e m

illio

n do

llars

aga

in in

FY

202

1.

As

part

of t

his

year

’s b

udge

t pro

cess

, we

prop

ose

allo

catin

g ap

prop

riat

e ne

w F

TEs

to th

e A

llian

ce g

rant

tota

ling

appr

oxim

atel

y $1

.1 m

illio

n.

01/1

7/20

20 p

g.7

Heal

thca

re

Actu

al

Budg

et

Proj

ecte

d

2016

-201

7

$37,

075,

439

$36,

802,

939

2017

-201

8

$33,

838,

777

$33,

838,

777

2018

-201

9

$28,

480,

158

$29,

162,

255

2019

-202

0

$3

1,70

7,49

0

2020

-202

1

$36

,744

,367

Tran

spor

tatio

n *

Actu

al

Budg

et

Proj

ecte

d

2016

-201

7

$1

3,61

4,58

6

$13,

615,

535

2017

-201

8

$14,

601,

929

$1

4,69

0,53

0

2018

-201

9

$15,

579,

808

$1

5,48

7,11

4

2019

-202

0

$17,

225,

081

2020

-202

1

$18,

873,

763

*Exc

lude

s non

-pub

lic T

rans

port

atio

n

Sp

ecia

l Edu

catio

n Ac

tual

Bu

dget

Pr

ojec

ted

2016

-201

7

$38,

088,

787

$3

8,20

0,22

2

2017

-201

8

$40,

236,

567

$4

0,17

6,09

5

2018

-201

9

$43,

229,

678

$4

1,52

7,89

0

2019

-202

0

$44,

347,

297

2020

-202

1

$50,

925,

691

Faci

litie

s Ac

tual

Bu

dget

Pr

ojec

ted

2016

-201

7

$21,

050,

815

$20,

780,

534

2017

-201

8

$21,

953,

413

$2

0,84

5,27

0

2018

-201

9

$24,

039,

752

$2

1,61

2,29

4

2019

-202

0

$21,

815,

575

2020

-202

1

$

25,1

48,1

64

01/1

7/20

20 p

g.8

$667

,448

$6

40,0

44

$465

,014

$136

,377

$-

$10

0,00

0

$20

0,00

0

$30

0,00

0

$40

0,00

0

$50

0,00

0

$60

0,00

0

$70

0,00

0

$80

0,00

0

2015

-16

2016

-17

2017

-18

2018

-19

Food

Ser

vice

(yea

r-en

d ba

lanc

es)

$386

,702

$3

78,5

60

$195

,661

$22,

527

$-

$50

,000

$10

0,00

0

$15

0,00

0

$20

0,00

0

$25

0,00

0

$30

0,00

0

$35

0,00

0

$40

0,00

0

$45

0,00

0

2015

-16

2016

-17

2017

-18

2018

-19

BOE

Scho

ol B

uild

ing

Use

Fun

d(y

ear-

end

bala

nces

)

01/1

7/20

20 p

g.9

$4,4

08,7

86

$1,8

62,8

40

$2,4

90,6

45

$1,0

84,8

08

$-

$50

0,00

0

$1,

000,

000

$1,

500,

000

$2,

000,

000

$2,

500,

000

$3,

000,

000

$3,

500,

000

$4,

000,

000

$4,

500,

000

$5,

000,

000

2015

-16

2016

-17

2017

-18

2018

-19

BOE

Insu

ranc

e Cl

aim

s Res

erve

(yea

r-en

d ba

lanc

es)

2,30

0,00

0 2,

200,

000

2,40

0,00

0 2,

549,

000

3,08

2,91

1 2,

816,

639

2,86

0,93

5

3,57

3,24

8

$0

$500

,000

$1,0

00,0

00

$1,5

00,0

00

$2,0

00,0

00

$2,5

00,0

00

$3,0

00,0

00

$3,5

00,0

00

$4,0

00,0

00

2016

-17

2017

-18

2018

-19

2019

-20P

Vaca

ncy

Savi

ngs B

udge

ted

Actu

al V

acan

cy S

avin

gs

Vaca

ncy

Savi

ngs

01/1

7/20

20 p

g.10

3,67

0,59

7

3,69

3,11

5

3,77

3,14

6

3,79

6,18

7

3,6

00,0

00

3,6

20,0

00

3,6

40,0

00

3,6

60,0

00

3,6

80,0

00

3,7

00,0

00

3,7

20,0

00

3,7

40,0

00

3,7

60,0

00

3,7

80,0

00

3,8

00,0

00

3,8

20,0

00

IDEA

611

IDEA

611

IDEA

611

IDEA

611

2016

-17

2017

-18

2018

-19

2019

-20

Allocation ($)

IDEA

611

Allo

catio

n H

isto

ry20

17-2

020

99,7

47

89,3

08

93,3

89

96,3

05

84,

000

86,

000

88,

000

90,

000

92,

000

94,

000

96,

000

98,

000

100

,000

102

,000

IDEA

619

IDEA

619

IDEA

619

IDEA

619

2016

-17

2017

-18

2018

-19

2019

-20

Allocation ($)

IDEA

619

Allo

catio

ns20

17-2

020

01/1

7/20

20 p

g.11

134,

900

133,

953

128,

760

120,

340

110

,000

115

,000

120

,000

125

,000

130

,000

135

,000

140

,000

Bilin

gual

Bilin

gual

Bilin

gual

Bilin

gual

2016

-17

2017

-18

2018

-19

2019

-20

Allocation ($)Bi

lingu

al G

rant

Allo

catio

n H

isto

ry

2017

-202

0

316,

346

313,

588

279,

531

282,

633

260

,000

270

,000

280

,000

290

,000

300

,000

310

,000

320

,000

Title

III

Title

III

Title

III

Title

III

2016

-17

2017

-18

2018

-19

2019

-20

Allocation ($)

Title

III A

lloca

tion

His

tory

2017

-202

0

01/1

7/20

20 p

g.12

*P

redi

cted

allo

catio

n du

e to

ECS

form

ula

chan

ge

2,41

5,20

1

2,02

9,12

1 2,

014,

494

2,02

7,77

3

1,8

00,0

00

1,9

00,0

00

2,0

00,0

00

2,1

00,0

00

2,2

00,0

00

2,3

00,0

00

2,4

00,0

00

2,5

00,0

00

PSD

PSD

PSD

PSD

DAT

2017

-18

2018

-19

2019

-20

Allocation ($)Pr

iorit

y Sc

hool

Dis

tric

t Gra

nt A

lloca

tion

His

tory

2017

-202

0

2,82

4,88

22,

824,

882

3,24

9,44

8

4,38

4,04

0

5,38

4,04

0*

-

1,0

00,0

00

2,0

00,0

00

3,0

00,0

00

4,0

00,0

00

5,0

00,0

00

6,0

00,0

00

Allia

nce

Allia

nce

Allia

nce

Allia

nce

Allia

nce

2016

-17

2017

-18

2018

-19

2019

-20

2020

-21P

Allocation ($)

Allia

nce

Gra

nt A

lloca

tion

2017

-202

1

01/1

7/20

20 p

g.13

1,54

1,00

0 1,

456,

316

1,27

1,42

6 1,

111,

034

820,

000

-

200

,000

400

,000

600

,000

800

,000

1,0

00,0

00

1,2

00,0

00

1,4

00,0

00

1,6

00,0

00

1,8

00,0

00

2016

-17

2017

-18

2018

-19

2019

-20

2020

-21P

Med

icai

d Re

venu

e

2020-2021 Board of Education Executive Summary

January 22, 2020

Proposed Growth and Reallocations 2019-2020 2020-2021 Projection DifferenceProposed Growth Areas 2019-2020 2020-2021 DifferenceHealth Care $31,707,490 $36,744,367* $5,036,877 Transportation $21,052,141 $22,969,650 $1,917,509Facilities $21,815,575 $25,148,164** $3,332,589Special Education $44,347,297 $50,925,691** $6,578,394

* Includes projection for new employees.** Does not include benefits

Proposed ReductionsReductionsSPED $294,000 Central Office Redesign $385,000 Instructional Paras $1,125,000 Total $1,804,000

Proposed Grant ReallocationGrantAlliance $1,147,898

Declining or Flat Grants 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 ProjectionIDEA 611 3,670,597$ 3,693,115$ 3,773,146$ 3,796,187$ -$ Medicaid 1,541,000$ 1,456,316$ 1,271,426$ 1,111,034$ 820,000$ Excess Cost Grant 4,285,984$ 4,422,563$ 4,328,446$ 4,610,000$ 4,702,000$

Reserve Fund Balances Ending Balance 2013-2014 Ending Balance 2014-2015 Ending Balance 2015-2016 Ending Balance 2016-2017 Ending Balance 2017-2018 Ending Balance 2018-2019BOE Food Service (Lunch Fund) 29,738$ 242,233$ 667,448$ 640,044$ 465,014$ 136,377$ School Building Use 318,041$ 221,615$ 386,702$ 378,560$ 195,661$ 22,527$ Adult Education Reserve 350,664$ 249,929$ 272,485$ 233,488$ 114,675$ 122,021$ Energy Reserve 299,840$ 201,840$ 201,840$ 201,840$ 201,840$ -$ Insurance Claims Reserve 4,264,261$ 3,984,386$ 4,408,786$ 1,862,840$ 2,490,645$ 1,084,808$

Vacancy Savings 2016-2017 2017-2018 2018-2019 2019-2020Budgeted 2,300,000$ 2,200,000$ 2,400,000$ 2,549,000$ Actual 3,082,911$ 2,816,639$ 2,860,935$ 3,573,248$

Education Cost Sharing (ECS) Alliance Grant Priority School Grant Total Difference2016-2017 7,886,287$ 2,824,882$ 2,415,201$ 13,126,370$ -$ 2017-2018 7,783,854$ 2,824,882$ 2,029,121$ 12,637,857$ (488,513)$ 2018-2019 8,108,437$ 3,249,448$ 2,014,494$ 13,372,379$ 734,522$ 2019-2020 7,978,877$ 4,384,040$ 2,027,773$ 14,390,690$ 1,018,311$

2020-2021P 7,978,877$ 5,384,040$ 2,027,773$ 15,390,690$ 1,000,000$

03/03/2020 Page 2

Source - John Castellana, BOE Grants Account Analyst 03/03/2020 Page 3

2013-14* 2014-15* 2015-16* 2016-17 2017-18 2018-19 2019-20P 2020-21B5 Year Trend

Total Budget Expenditures (ED001/EFS) 275,438,635$ 283,194,188$ 291,300,494$ 302,248,240$ 303,438,183$ 311,980,127$ 318,273,203$ 324,693,219$ 2.8% 2.9% 3.8% 0.4% 2.8% 2.0% 2.0% 2.0%

Total Overall SpEd Expenditures (ED001/EFS) 59,608,920$ 64,008,928$ 66,910,168$ 69,826,575$ 74,469,151$ 76,726,481$ 80,299,098$ 84,038,066$ SpEd as a % of Total Budget 21.6% 22.6% 23.0% 23.1% 24.5% 24.6% 25.2% 25.9%SpEd YoY Change 7.4% 4.5% 4.4% 6.6% 3.0% 4.7% 4.7% 4.7%

Total District Enrollment (Oct. 1) 16,069 16,149 16,046 16,172 15,974 16,084 16,652 16,977 District Enrollment Growth Rate YoY 0.5% -0.6% 0.8% -1.2% 0.7% 3.5% 2.0% 2.0%General Education Enrollment (Oct. 1) 14,291 14,305 14,093 14,058 13,813 13,785 14,195 14,361 Special Education Enrollment (Oct. 1) 1,778 1,844 1,953 2,114 2,161 2,299 2,457 2,616 SpEd Enrollment Growth Rate YoY 3.7% 5.9% 8.2% 2.2% 6.4% 6.9% 6.5% 6.5%Stamford Public Schools ID Rate 11.1% 11.4% 12.2% 13.1% 13.5% 14.3% 14.8% 15.4%State of CT ID Rate 12.8% 13.3% 13.8% 14.3% 14.8% 15.4%

OOD Gross Tuition Cost 12,351,201$ 14,825,874$ 15,223,458$ 16,814,907$ 17,608,546$ 18,002,039$ 19,537,435$ 20,697,844$ OOD Tuition Cost (ED001/EFS) 12,260,569 14,735,654 15,092,740 16,624,232 17,549,598 18,002,039 19,537,435 20,697,844 OOD Tuition Growth Rate YoY 20.0% 2.7% 10.5% 4.7% 2.2% 8.5% 5.9% 5.9%Total OOD Placements 203 214 214 235 223 236 249 262 OOD Growth Rate YoY 5.4% 0.0% 9.8% -5.1% 5.8% 5.6% 5.1% 5.1%OOD Placement Per Pupil Cost (unweighted) 60,843 69,280 71,138 71,553 78,962 76,280 78,385 79,024 # OOD Placements If No In District Programs 203 211 223 241 247 262 281 299 OOD as a % of Total SpEd Enrollment 11.4% 11.6% 11.0% 11.1% 10.3% 10.3% 10.1% 10.0% 10.3%

Distict Placements 125 132 136 155 145 150 159 167 Agency Placements 27 21 16 15 11 9 10 10 Settlements 51 61 62 65 67 77 81 85

Average Costs:Distict Placement 85,982 93,034 96,290 Agency Placement 91,683 76,958 79,652 Settlement 51,029 43,817 45,351 Out of District Placement (weighted) 74,794 78,085 80,818

Net Placements between 12/1 and End of year:Distict Placements 9 4 7 Agency Placements - (1) (1) Settlements 10 14 12 Total 19 17 18

Historical Special Education Trends

03/03/2020 Page 4

2013-14* 2014-15* 2015-16* 2016-17 2017-18 2018-19 2019-20P 2020-21B5 Year Trend

Excess Cost Grant 4,445,657$ 4,350,752$ 4,767,064$ 4,285,984$ 4,422,563$ 4,328,446$ 4,610,000$ 4,702,000$ Excess Cost Grant as a % of Gross Tuition 36.0% 29.3% 31.3% 25.5% 25.1% 24.0% 23.6% 23.6%IDEA sec 611 0 273,731 346,321 201,270 323,989 175,179 0 0Medicaid 0 0 0 97,410 0 0 0 0

Cost per InDistrict Sped Student 30,005 30,174 29,722 28,213 29,340 28,466 27,522 26,901Cost per Special Education Student 33,526 34,712 34,260 33,031 34,461 33,374 32,682 32,119Cost per General Education Student 15,102 15,322 15,922 16,533 16,576 17,066 16,765 16,758

Contracted Services (Gross) 4,028,683$ 4,505,878$ 4,991,830$ 4,411,569$ 4,688,349$ 5,788,261$ 5,819,855$ 6,295,646$ % Increase 11.8% 10.8% -11.6% 6.3% 21.4% 0.5% 8.2% 8.0%Contracted Services Per Pupil Cost 2,266$ 2,444$ 2,556$ 2,087$ 2,170$ 2,518$ 2,369$ 2,406$ 2,406$

Gen Ed Student 15,102 15,322 15,922 16,533 16,576 17,066 16,765 16,758 Special Ed In District Student 30,005 30,174 29,722 28,213 29,340 28,466 27,522 26,901 Special Ed Out of District Student (unweighted) 60,843 69,280 71,138 71,553 78,962 76,280 78,385 79,024

SPS per Pupil Cost (Net Current Expenditures per Pupil) 16,740$ 17,139$ 17,424$ 18,045$ 18,591$ 18,934$ 19,271$

Cost FactorGen Ed Student 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 Special Ed In District Student 2.0 2.0 1.9 1.7 1.8 1.7 1.6 1.6 Special Ed Out of District Student 4.0 4.5 4.5 4.3 4.8 4.5 4.7 4.7

*For the 2013-14 thru 2016-17 school years counts were kept differently.

Source - John Castellana, BOE Grants Account Analyst 03/03/2020 Page 5

03/03/2020 Page 6

2020

-21

BU

DG

ET

OF

TH

E S

TA

MF

OR

D P

UB

LIC

SC

HO

OL

SB

UD

GE

T H

IGH

LIG

HT

S -

HE

AL

TH

IN

SUR

AN

CE

2018

-19

2019

-20

2019

-20

2019

-20

2020

-21

2020

-21

Act

ual

Bud

get*

*B

udge

tP

roje

ctio

nB

udge

t S

PP

Bud

- Se

lf I

ns

Tea

cher

s1,

298

1,31

41,

308

1,30

8A

dmin

istr

ator

s46

47

4545

Secu

rity

31

3131

31P

arae

duca

tors

310

313

313

313

Ret

iree

sSu

bto

tal A

dmin

iste

red

by B

OE

1,68

51,

705

1,69

71,

697

1,70

91,

709

City

Allo

catio

n21

521

521

521

521

521

5T

otal

Enr

ollm

ent

1,90

01,

920

1,91

21,

912

1,92

41,

924

Med

ical

- C

igna

/Sta

te P

artn

ersh

ip P

lan

-$33

,438

$34,

040,

669

$32,

656,

042

H.S

.A. C

ontr

ibut

ions

$0$0

$0$0

$0$2

,708

,000

Adm

inis

trat

ive

Fees

$33,

671,

733

$0$3

4,08

7,32

4$3

4,21

0,80

6$3

7,03

8,80

2$9

12,6

39

Stop

Los

s$0

$0$0

$0$0

$1,3

59,3

93

Den

tal -

Cig

na(5

34)

$2,4

19,6

68$2

,364

,882

$2,4

19,6

68$2

,465

,532

$2,1

73,7

95

Pre

scri

ptio

n D

rugs

(2

70,1

86)

$0$0

$0$0

$6,9

45,3

15

IBN

R R

eser

ve$0

$0$0

$0$0

$0

Insu

ranc

e bu

yout

s$0

$0$0

$0$0

$0

Lif

e an

d L

TD

Ins

uran

ce23

5,79

0$2

71,0

70$2

71,0

70$2

51,9

32$2

71,0

70$2

71,0

70

HM

O P

rem

ium

s$0

$0$0

$0$0

$0

Cro

ss C

harg

e fr

om C

ity

$5,2

64,6

39$5

,595

,933

$5,5

95,9

33$5

,620

,985

$5,7

10,0

59$5

,710

,059

AC

A T

axes

and

Fee

s $0

$0$0

$0$2

3,00

0$2

3,00

0

Oth

er$1

19,3

71$1

45,0

00$1

45,0

00$1

45,0

00$1

45,0

00$1

45,0

00C

laim

s R

eser

ve(1

,287

,723

)(9

50,0

00)

(950

,000

)(1

,051

,994

)

Tot

al G

ross

Cos

t$3

7,69

9,65

2$4

1,52

2,34

0$4

1,51

4,20

9$4

1,59

6,39

7$4

5,65

3,46

3$5

2,90

4,31

3

Rev

enue

Off

sets

(9,1

62,3

97)

(9,8

08,3

27)

(9,8

06,7

19)

(9,8

88,9

07)

(10,

231,

624)

(10,

938,

879)

Tot

al N

et C

ost

$28,

537,

255

$31,

714,

013

$31,

707,

490

$31,

707,

490

$35,

421,

839

$41,

965,

434

Pre

miu

m C

ost S

hari

ng($

6,30

2,51

8)($

6,80

8,32

7)($

6,80

6,71

9)($

6,76

5,05

9)($

7,10

7,77

6)($

7,81

5,05

1)R

etir

ees

and

Tea

cher

Ret

irem

ent B

oard

Gra

nt O

ffse

t($

2,85

9,87

9)($

3,00

0,00

0)($

3,00

0,00

0)($

3,12

3,84

8)($

3,12

3,84

8)($

3,12

3,82

8)C

laim

s R

eser

ve**

= R

etir

ee C

laim

s, F

ees

and

Pay

men

ts w

ere

mov

ed t

o th

e 23

1 O

PE

B a

ccou

nt

Sour

ce -

Gal

lagh

er B

enef

it Se

rvic

es, I

nc. 0

2-24

-202

003

/03/

2020

Pag

e 7

2020

-21

BU

DG

ET

OF

TH

E S

TA

MF

OR

D P

UB

LIC

SC

HO

OL

SB

UD

GE

T H

IGH

LIG

HT

S -

HE

AL

TH

IN

SUR

AN

CE

2018

-19

2019

-20

2019

-20

2019

-20

2020

-21

2020

-21

Act

ual

Bud

get*

*B

udge

tP

roje

ctio

nB

udge

t S

PP

Bud

- Se

lf I

ns

Tea

cher

s1,

298

1,31

41,

308

1,30

8A

dmin

istr

ator

s46

47

4545

Secu

rity

31

3131

31P

arae

duca

tors

310

313

313

313

Ret

iree

sSu

bto

tal A

dmin

iste

red

by B

OE

1,68

51,

705

1,69

71,

697

1,70

91,

709

City

Allo

catio

n21

521

521

521

521

521

5T

otal

Enr

ollm

ent

1,90

01,

920

1,91

21,

912

1,92

41,

924

Med

ical

- C

igna

/Sta

te P

artn

ersh

ip P

lan

-$33

,438

$34,

040,

669

$32,

656,

042

H.S

.A. C

ontr

ibut

ions

$0$0

$0$0

$0$2

,708

,000

Adm

inis

trat

ive

Fees

$33,

671,

733

$0$3

4,08

7,32

4$3

4,21

0,80

6$3

8,25

6,03

9$9

12,6

39

Stop

Los

s$0

$0$0

$0$0

$1,3

59,3

93

Den

tal -

Cig

na(5

34)

$2,4

19,6

68$2

,364

,882

$2,4

19,6

68$2

,465

,532

$2,1

73,7

95

Pre

scri

ptio

n D

rugs

(2

70,1

86)

$0$0

$0$0

$6,9

45,3

15

IBN

R R

eser

ve$0

$0$0

$0$0

$0

Insu

ranc

e bu

yout

s$0

$0$0

$0$0

$0

Lif

e an

d L

TD

Ins

uran

ce23

5,79

0$2

71,0

70$2

71,0

70$2

51,9

32$2

71,0

70$2

71,0

70

HM

O P

rem

ium

s$0

$0$0

$0$0

$0

Cro

ss C

harg

e fr

om C

ity

$5,2

64,6

39$5

,595

,933

$5,5

95,9

33$5

,620

,985

$5,7

10,0

59$5

,710

,059

AC

A T

axes

and

Fee

s $0

$0$0

$0$2

3,00

0$2

3,00

0

Oth

er$1

19,3

71$1

45,0

00$1

45,0

00$1

45,0

00$1

45,0

00$1

45,0

00C

laim

s R

eser

ve(1

,287

,723

)(9

50,0

00)

(950

,000

)(1

,051

,994

)

Tot

al G

ross

Cos

t$3

7,69

9,65

2$4

1,52

2,34

0$4

1,51

4,20

9$4

1,59

6,39

7$4

6,87

0,70

0$5

2,90

4,31

3

Rev

enue

Off

sets

(9,1

62,3

97)

(9,8

08,3

27)

(9,8

06,7

19)

(9,8

88,9

07)

(10,

450,

679)

(10,

970,

519)

Tot

al N

et C

ost

$28,

537,

255

$31,

714,

013

$31,

707,

490

$31,

707,

490

$36,

420,

022

$41,

933,

794

Pre

miu

m C

ost S

hari

ng($

6,30

2,51

8)($

6,80

8,32

7)($

6,80

6,71

9)($

6,76

5,05

9)($

7,32

6,83

1)($

7,84

6,69

1)R

etir

ees

and

Tea

cher

Ret

irem

ent B

oard

Gra

nt O

ffse

t($

2,85

9,87

9)($

3,00

0,00

0)($

3,00

0,00

0)($

3,12

3,84

8)($

3,12

3,84

8)($

3,12

3,82

8)C

laim

s R

eser

ve**

= R

etir

ee C

laim

s, F

ees

and

Pay

men

ts w

ere

mov

ed t

o th

e 23

1 O

PE

B a

ccou

nt

Sour

ce -

Gal

lagh

er B

enef

it Se

rvic

es, I

nc. 0

2-03

-202

003

/03/

2020

Pag

e 8

Electricity

03/03/2020 Page 9

Source - Nancy Pipicelli, City of Stamford, Energy/Utility Technician 03/03/2020 Page 10

Enrollment

03/03/2020 Page 11

03/03/2020 Page 12

03/03/2020 Page 13

03/03/2020 Page 14

03/03/2020 Page 15Source - Dr. Judith Singer, Executive Director Research