Download - Fiscal Crisis and Management Assistance Team
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 11
CCSESA CBOCCSESA CBOCONFERENCECONFERENCE
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance TeamInformation and Update Information and Update
““If You Are A COE, It’s All About Oversight”If You Are A COE, It’s All About Oversight”
Presented byPresented by
Joel MonteroJoel MonteroChief Executive OfficerChief Executive Officer
FCMATFCMAT
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 22
FCMAT ServicesFCMAT Services
The New and Old of Proposition 98—The New and Old of Proposition 98—
A PrimerA Primer
Declining Enrollment ChallengesDeclining Enrollment Challenges
Charter School OversightCharter School Oversight
Data Management – A Going ConcernData Management – A Going Concern
Questions and AnswersQuestions and Answers
Overview
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 33
Independent/ExternalIndependent/External FCMAT is a Service Organization!FCMAT is a Service Organization! Field StaffField Staff
Management/Technical AssistanceManagement/Technical Assistance Web Site Web Site www.fcmat.orgwww.fcmat.org Help DeskHelp Desk Ed DataEd Data
Fiscal Crisis InterventionFiscal Crisis Intervention AB 1200AB 1200
FCMAT Services
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 44
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 55
Professional/Product DevelopmentProfessional/Product Development CBO/Mentor ProgramCBO/Mentor Program SB 352 CBO Training ProgramSB 352 CBO Training Program Budget Explorer v.2Budget Explorer v.2 Partnerships—CCSESA (BASC), ACSA, SSC, CASBO, CSBAPartnerships—CCSESA (BASC), ACSA, SSC, CASBO, CSBA Free or Low Cost w/High QualityFree or Low Cost w/High Quality
Data ManagementData Management California School Information Services (CSIS)California School Information Services (CSIS)
FCMAT Services
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 66
The 2006-07 BudgetThe 2006-07 Budget Being Wary of the Rosy Glow Being Wary of the Rosy Glow The State’s Structural DeficitThe State’s Structural Deficit Lessons From 1999Lessons From 1999 Informing the Collective Bargaining ProcessInforming the Collective Bargaining Process But…..the California Economy is Strong?But…..the California Economy is Strong?
The 2007-08 Budget??The 2007-08 Budget??
Budgets Now and Later
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 77
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 88
A Better Understanding of 98A Better Understanding of 98
Constitutional Amendment ensuring funding stability for K-14Constitutional Amendment ensuring funding stability for K-14
Guarantees the funding from the prior year adjusted for enrollment Guarantees the funding from the prior year adjusted for enrollment growth and inflationgrowth and inflation
Provides Legislature with “Savings” Options—Test 3Provides Legislature with “Savings” Options—Test 3
Proposition 98—A Primer
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 99
A Better Understanding of 98A Better Understanding of 98 Understanding the Tests! Understanding the Tests!
Test 1—(Status Quo) Test 1—(Status Quo) Simply the minimum guaranteeSimply the minimum guarantee
Enrollment growth=slow or none GF/Property Tax=strongEnrollment growth=slow or none GF/Property Tax=strong
Test 2—(The Holy Grail) Growth in per capita income +40%Test 2—(The Holy Grail) Growth in per capita income +40%
Enrollment growth=faster than normal GF/Property Tax=slowEnrollment growth=faster than normal GF/Property Tax=slow
Test 3—(Oops) Growth in General Fund + ½ % +40% but likely unfundedTest 3—(Oops) Growth in General Fund + ½ % +40% but likely unfunded
Enrollment growth = flat GF = in the tankEnrollment growth = flat GF = in the tank
Suspension Suspension
Proposition 98—A Primer
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 1010
LAO Suggests Movement Toward Test 1LAO Suggests Movement Toward Test 1 Potential Impacts? Potential Impacts?
Collective Bargaining StrategiesCollective Bargaining Strategies Multi-Year Agreements More ChallengingMulti-Year Agreements More Challenging Giving COLAGiving COLA Healthcare CostsHealthcare Costs Post Employment BenefitsPost Employment Benefits
Things to Monitor re: Prop 98Things to Monitor re: Prop 98 Over/Under AppropriationOver/Under Appropriation Excess FundsExcess Funds
Proposition 98—A Primer
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 1111
COLACOLA 4.04%4.04%
Deficit Reduction/EqualizationDeficit Reduction/Equalization .00% .00%
Total IncreaseTotal Increase 4.04%4.04%
Step and ColumnStep and Column ( (1.5%1.5%))
Health Benefit CostsHealth Benefit Costs ( (2.0%2.0%))
Declining Enrollment???Declining Enrollment??? ( ( ? ? ) )
Cost Increases/Inflation?Cost Increases/Inflation? ( ( ?? ) )
Total AvailableTotal Available 0.54% 0.54%
Proposition 98—A Primer
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 1212
Education Enters a Zero Growth EnvironmentEducation Enters a Zero Growth Environment California’s PopulationCalifornia’s Population Peaking of the Birthrate in 1990Peaking of the Birthrate in 1990 Statewide enrollment growth is essentially flatStatewide enrollment growth is essentially flat
Focus on Enrollment and StaffingFocus on Enrollment and Staffing Staying ahead of the enrollment curveStaying ahead of the enrollment curve FacilitiesFacilities Most LEAs are late to reactMost LEAs are late to react
The Proposition 98 Connection…againThe Proposition 98 Connection…again
Declining Enrollment
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 1313
Where Have All The Where Have All The Kindergartners Gone?Kindergartners Gone?
California Birth Rates
0
5
10
15
20
25
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
Bir
th R
ates
Per
1,0
00
California United States
16.7
20.0
1-12
Source: California Department of Health Services, Birth and Death Records
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 1414
Charters Charters
FCMAT RoleFCMAT Role
600 Strong and growing600 Strong and growing
De-regulated public schoolsDe-regulated public schools
Not Independent Government EntitiesNot Independent Government Entities
Must adhere to a variety of Laws and CodesMust adhere to a variety of Laws and Codes
Charter School Oversight
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 1515
The Charter Authorizer The Charter Authorizer
The role of the authorizing LEA does not end with the approval of the The role of the authorizing LEA does not end with the approval of the charter petition!!!charter petition!!!
What we are seeing in the fieldWhat we are seeing in the field
Authorizer potential liabilityAuthorizer potential liability
Every LEA contemplating a charter approval should consider their ability to Every LEA contemplating a charter approval should consider their ability to provide oversight and respond accordinglyprovide oversight and respond accordingly
COEs should at least ask the right questionsCOEs should at least ask the right questions
Charter School Oversight
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 1616
The Authorizer has the responsibility to monitor: The Authorizer has the responsibility to monitor:
All Federal regulations and statutes including NCLB and HQTAll Federal regulations and statutes including NCLB and HQT Credential requirements for “core” teachersCredential requirements for “core” teachers Rehabilitation Act—Section 504 complianceRehabilitation Act—Section 504 compliance Child abuse reporting—Penal CodeChild abuse reporting—Penal Code CA Building Code Title 24—not Field ActCA Building Code Title 24—not Field Act Open meeting and Public Records Act applicable lawsOpen meeting and Public Records Act applicable laws Government Code, IRS Rules, Public Benefit Corporation RulesGovernment Code, IRS Rules, Public Benefit Corporation Rules
Best defense—Transparent Petition and a Solid MOUBest defense—Transparent Petition and a Solid MOU
Charter School Oversight
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 1717
Does California Have a Vision for Data Does California Have a Vision for Data Management? Management?
CSIS—What is it?CSIS—What is it? Data Management UtilityData Management Utility
Student Identifiers (SSID) and Annual MaintenanceStudent Identifiers (SSID) and Annual Maintenance
The Official Enrollment Count (not CBEDS)The Official Enrollment Count (not CBEDS)
ChallengesChallenges
Data Management
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 1818
Does California Have a Vision for Data Does California Have a Vision for Data Management? Management?
CALPADS—What is it? (California Longitudinal Pupil Assessment Data CALPADS—What is it? (California Longitudinal Pupil Assessment Data System)System) Longitudinal Data Base for Assessment InformationLongitudinal Data Base for Assessment Information
Reporting base for NCLB data—Grad Rates/DropoutsReporting base for NCLB data—Grad Rates/Dropouts
Depends on accuracy of SSIDsDepends on accuracy of SSIDs
Integrates with CSIS for State ReportingIntegrates with CSIS for State Reporting
ChallengesChallenges
Data Management
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 1919
Does California Have a Vision for Data Does California Have a Vision for Data Management? Management?
CSIS + CALPADS does not equal a complete, comprehensive, CSIS + CALPADS does not equal a complete, comprehensive, statewide Data Systemstatewide Data System
What’s Missing? What’s Missing? LEA AccessLEA Access
LEA ToolsLEA Tools
Real Records TransferReal Records Transfer
LEA Funding/SupportLEA Funding/Support
Data Management
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 2020
Does California Have a Vision for Data Does California Have a Vision for Data Management? Management?
Governor’s Budget Suggests an Accountability Function for ParentsGovernor’s Budget Suggests an Accountability Function for Parents School Accountability Report Cards (SARCs)School Accountability Report Cards (SARCs)
Educational Data Web SiteEducational Data Web Site
County Offices as the Intermediate AgencyCounty Offices as the Intermediate Agency
Data Management
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 2121
Fiscal Crisis and Management Assistance TeamFiscal Crisis and Management Assistance Team 2222