peer dscussii on & discovery invest in what works · 2016-03-23 · committee to advance this...

FY20

17 BUDGET

3 .3. 2016

APPROVEDby the Valley Tech

School Committee

3.3. 2016

FY20

17 BUDGET

APPROVEDby the Valley Tech

School Committee

INVEST IN WHAT WORKSINVEST IN WHAT WORKS

career planning

meeting expectations for a highly skilled workforce

Dr. Michael F. Fitzpatrick Superintendent-Director Blackstone Valley Vocational Regional School District65 Pleasant Street, Upton, MA 01568www.valleytech.k12.ma.us

Transforming Education

teamwork

interactive, inquiry-based learning

peer discussion &

discovery

real world,

hands-on projects

state-of-the-art laboratories

professional portfolios


advanced placement courses

global classrooms

Creating Limitless Possibilities for Students

community projects

high academic standards

John C. Lavin, III, Chair—Douglas

Gerald M. Finn, Vice Chair—Millville

Joseph M. Hall—Bellingham

Julie H. Mitchell—Sutton

Kurtis W. Johnson, Asst. Supt. For Finance & Operations

Barbara A. Auger, Treasurer

Dr. Michael F. Fitzpatrick, Superintendent-Director

Anthony E. Steele, II, Asst. Supt.-Dir./Principal

Lorna Mangano, Assistant Business Manager

March 2016

Dear Municipal Official/Citizen:

As we prepare for FY2017, the Blackstone Valley Vocational Regional School District continuesto enjoy increasing vitality and greater national recognition. The system’s School Committee and itseducational delivery team have worked hard over the past year, reassessing the effectiveness of prior costcontainment initiatives, seeking new approaches to ever improve efficiency and student outcomes, andlaying a strategic plan for further contributing to the Blackstone Valley’s economic health.

At Valley Tech, we recognize that students flourish in our environment of effectively integratedacademic and technical skill-based active learning. We point with pride to multiple examples of ourgraduates returning to the valley to become vital contributing members of our communities and applyingtheir acquired skills and knowledge to advance the economic well-being of our region.

Although the District continues to serve more students, the Commonwealth’s economic situationis expected to provide little if any new basic Chapter 70 revenue. Coupled with significant increases inemployee health insurance benefits and pension obligations, the lack of additional state aid has placed theDistrict in a precarious fiscal situation. To address this resource challenge, the District has instituted orproposed a series of strategies over and above its longstanding conservative budgeting practices. Theenclosed FY2017 budget request incorporates the following aggressive actions initiated by the SchoolCommittee to advance this blueprint:

C Impact bargaining a new lower premium, high deductible health insurance option to potentiallymitigate rising health benefit costs;

C Restructuring staffing patterns to achieve a 3.5 FTE reduction in staff without impactinginstruction;

C Addressing capital equipment requirements through successful state grant acquisition, resulting inno capital requests within the enclosed budget;

C Garnering temporary relief on retroactive billing of non-educator pension obligations;C Instituting a reasonable increase in student fees for sports and parking;C Self-funding the bond for an MSBA-approved roof repair project; andC Self-funding $250,000 from available reserves.

FY2017 Budget Introduction March 2016 Page 2

These efforts have yielded a budget request that limits total expenditures to an increase of 3%over the FY2016 plan. In an environment of stagnant state aid for education which shifts greaterresponsibility to local taxpayers, we are pleased to remind local reviewers that this represents sevenconsecutive years during which total expenditures have been held to annual increases of 3% or less. Wehope you will agree that this accomplishment is even more remarkable given that our system is one ofonly a few across the Commonwealth which have seen a steady increase in the number of students servedover that same time period.

We remain committed to helping our District member towns adapt to the new normal of shrinkingstate revenues and increasing minimum contribution obligations by presenting a single, consolidatedbudget request that is both cost-effective and fiscally responsible. I applaud the tireless efforts of ourBudget Subcommittee to do so without sacrificing the instructional needs of the students we serve andthe wider Valley Tech mission to promote economic growth by enhancing workplace skills in our region.

Thank you for your judicious review and thoughtful consideration of this budget request. Withyour support, we look forward to Valley Tech continuing to serve as a model of educational excellencewithin a framework of fiscal conservatism.

Respectfully submitted,

Dr. Michael F. FitzpatrickSuperintendent-Director

MFF/dp

Budget Subcommittee Membership:John C. Lavin, II, of Douglas, ChairGerald M. Finn of Millville, Vice ChairJoseph M. Hall of BellinghamJulie H. Mitchell of SuttonBarbara A. Auger, TreasurerKurtis W. Johnson, Assistant Superintendent for Finance/OperationsLorna Mangano, Assistant Business ManagerAnthony E. Steele, II, Assistant Superintendent-Director/PrincipalDr. Michael F. Fitzpatrick, Superintendent-Director

2014-2015

Budgeted

2015-2016

Budgeted

2016-2017

Proposed

Change From

Prior Year

%

Change

Revenues: State Aid/Other

CH 70, School Aid 7,906,631$ 7,952,638$ 7,964,452$ 11,814$ H1

CH 71, Regional Transportation 840,443$ 794,385$ 875,780$ 81,395$ H1

Fee Revenue 30,000$ 30,000$ 60,000$ 30,000$

Investment Income 14,000$ 14,000$ 12,000$ (2,000)$

Unreserve Fund Balance* 250,000$ 250,000$ 250,000$ -$

Other Miscellaneous Revenue 78,127$ 89,000$ 76,000$ (13,000)$

Sub-Total State Aid/Other Revenues 9,119,201$ 9,130,023$ 9,238,232$ 108,209$ 1.19%

Revenues: Member Assessments

Transportation (Cost over State Aid) 558,771$ 615,635$ 529,240$ (86,395)$

Capital Equipment -$ -$ -$ -$

Retiree Medical 764,457$ 746,635$ 936,991$ 190,356$

Minimum Contribution 9,764,199$ 10,301,829$ 10,498,763$ 196,934$ 1.91%

Additional Revenue (Offset)/Assess 168,554$ (5,301)$ 245,763$ 251,064$

Sub-Total Non-Debt Assessments 11,255,981$ 11,658,798$ 12,210,757$ 551,959$

Debt (Expansion/Renovation) 595,350$ 528,401$ 507,750$ (20,651)$

Total Member Assessment 11,851,331$ 12,187,199$ 12,718,507$ 531,308$ 4.36%

Total All Revenues 20,970,532$ 21,317,222$ 21,956,739$ 639,517$ 3.00%

Expenses:

1000 Administration 1,086,077$ 1,110,644$ 1,151,832$ 41,188$

2000 Instruction 11,947,419$ 12,229,674$ 12,399,261$ 169,587$

3000 Other School Services 2,445,006$ 2,481,152$ 2,462,440$ (18,712)$

4000 Facility/Operation of Plant 1,683,093$ 1,717,187$ 1,728,839$ 11,652$

5000 Fixed Charges 3,208,587$ 3,245,164$ 3,701,617$ 456,453$

7000 Acquisition of Fixed Assets -$ -$ -$ -$

Sub-Total Expenses 20,370,182$ 20,783,821$ 21,443,989$ 660,168$ 3.18%

8000 Debt (Bond Principal & Interest) 595,350$ 528,401$ 507,750$ (20,651)$

8000 Debt RAN Interest 5,000$ 5,000$ 5,000$ -$

9000 School Choice Payments -$ -$ -$ -$

Sub-Total Expenses 600,350$ 533,401$ 512,750$ (20,651)$ -3.87%

Total Expenditures 20,970,532$ 21,317,222$ 21,956,739$ 639,517$ 3.00%

GENERAL FUND FY 2017

SUMMARY OF REVENUES, ASSESSMENTS AND EXPENSES

BLACKSTONE VALLEY VOCATIONAL REGIONAL SCHOOL DISTRICT

Upton, Massachusetts

A-1 Budget Overlay



*EXCESS & DEFICIENCY FUNDS

As readers will notice within page A-1, the District has applied $250,000 of its available reserve funds to

reduce the assessment impact to its municipal partners. Additionally, within its FY17 financial planning, the

District expects to self-fund several potential activities that are unable to be supported within our revenue

neutral budget or which fall into the category of unanticipated fiscal deficiencies, emergencies, new

instructional mandates, facility/campus renovations, and capital equipment. Therefore, and with full

disclosure, the District alerts local stakeholders of (potential) FY17 utilization of up to $500,000 of

Department of Revenue Certified E&D funds.

Items intentionally not included within the FY17 operational expenditures pending feasibility review and

final determination of their absolute necessity include, but are not limited to capital equipment purchases,

capital repairs, updating academic and vocational classrooms and laboratories, investment in instructional

materials that respond to mandated Common Core requirements, implementation of additional building

security and related access controls, technology infrastructure upgrades, and legal expenses.

In all cases, use of E&D funds will be voted for targeted items by the Regional School Committee in open

session. If any citizen has an issue with this spending plan, we invite you to share your concerns and related

rationales via [email protected].

During this period of fiscal austerity, it is the intent of the District to utilize available E&D funds in this

fashion as a means of further reducing the burden of additional assessments on our member communities.

A-1a E & D Funds A-1a

Town Enrollment

Operation

Ratio ¥

Minimum

Contribution

Transportation

Capital Equip

Retiree Med ∆

Additional

Assessment Debt *

FY17

ASSESSMENT

Bellingham 89 0.07289 907,517$ 106,875$ 17,914$ 24,880$ 1,057,186$

Blackstone 84 0.06880 635,038$ 100,871$ 16,908$ 46,713$ 799,530$

Douglas 81 0.06634 601,500$ 97,268$ 16,304$ 46,205$ 761,277$

Grafton 62 0.05078 602,575$ 74,453$ 12,479$ 54,837$ 744,344$

Hopedale 26 0.02129 212,223$ 31,223$ 5,233$ 10,663$ 259,342$

Mendon 80 0.06552 794,690$ 96,068$ 16,102$ 13,202$ 920,062$

Milford 173 0.14169 1,318,189$ 207,745$ 34,821$ 54,329$ 1,615,084$

Millbury 65 0.05324 585,984$ 78,055$ 13,083$ 40,620$ 717,742$

Millville 44 0.03604 265,391$ 52,837$ 8,856$ 15,233$ 342,317$

Northbridge 152 0.12449 1,046,273$ 182,528$ 30,595$ 80,224$ 1,339,620$

Sutton 102 0.08354 1,121,872$ 122,486$ 20,531$ 29,957$ 1,294,846$

Upton 107 0.08763 1,033,430$ 128,490$ 21,537$ 17,771$ 1,201,228$

Uxbridge 156 0.12776 1,374,081$ 187,332$ 31,400$ 73,116$ 1,665,929$

TOTALS 1,221 1.00000 10,498,763$ 1,466,231$ 245,763$ 507,750$ 12,718,507$



COMBINED ASSESSMENTS FOR FY2017 BY TOWN

¥ Definition of Operation Ratio: Apportionment of operating costs is per Section IV, paragraph E of the District agreement: "town's

pupil enrollment in the...school on October 1 of the year preceding the year for which the apportionment is determined bears to the total

pupil enrollment from all member towns of the district on the same date."

* Definition of Debt: Apportionment of debt costs is per Section IV, paragraph D(2) of the district agreement: "…shall be determined

by computing the ratio which the sum of its pupil enrollments in the...school on October 1 of the three years next preceding the year in

which the Committee votes to authorize the incurring of capital costs bears to the sum of the pupil enrollments of all the member towns

in the... school on October 1 of the same three years... the ratio shall not be changed during the period..the obligations are outstanding..."

Total expenditures reflect an increase of 3.00%

Total member assessments realized a 4.36% increase which was driven by increased minimum contributions related to 17 additional students, significant increases in

active and retiree health insurance (~$418k) and relatively flat state aid. The District continues to work diligently to identify outside revenue sources and operational

efficiencies that maintain facilities, enhance instruction, align curriculum with

∆ Represents cost functions that are not included in the development of the Foundation Budget.

A-2 Assessment by Town



TownProject

Ownership

Assessment

FY2014

Assessment

FY2015

Assessment

FY2016

TOTAL FY17

PORTION

Bellingham 4.9% 29,916$ 29,172$ 25,892$ 24,880$

Blackstone 9.2% 56,169$ 54,772$ 48,613$ 46,713$

Douglas 9.1% 55,559$ 54,177$ 48,084$ 46,205$

Grafton 10.8% 65,938$ 64,298$ 57,067$ 54,837$

Hopedale 2.1% 12,822$ 12,502$ 11,097$ 10,663$

Mendon 2.6% 15,874$ 15,479$ 13,738$ 13,202$

Milford 10.7% 65,328$ 63,702$ 56,539$ 54,329$

Millbury 8.0% 48,843$ 47,628$ 42,272$ 40,620$

Millville 3.0% 18,316$ 17,861$ 15,852$ 15,233$

Northbridge 15.8% 96,465$ 94,065$ 83,487$ 80,224$

Sutton 5.9% 36,022$ 35,126$ 31,176$ 29,957$

Upton 3.5% 21,369$ 20,837$ 18,494$ 17,771$

Uxbridge 14.4% 87,917$ 85,730$ 76,090$ 73,116$

TOTALS 100.0% 610,538$ 595,350$ 528,401$ 507,750$

LONG-TERM BORROWING - BOND PRINCIPAL AND INTEREST PROJECT

ASSESSMENT OVERVIEW

A-3 Debt Overview

All Function Overview

1

Tie Out to A-1

(Green Sheet)

FunctionSalaries &

WagesFTE

Capital

Equipment

Contracted

Services

Supplies &

MaterialsOther Technology

GRAND

TOTALS

Administration (1000)

District wide 938,025 12.23 - 36,209 9,350 122,809 45,439 1,151,832$

Sub-Total Administration 938,025 12.23 -$ 36,209 9,350$ 122,809$ 45,439$ 1,151,832$

Instruction (2000)

Academic 3,529,710 47.00 - 82,302 150,968 83,000 - 3,845,980$

Vocational 4,376,608 54.50 - 51,533 472,920 - - 4,901,061$

Instructional Supervision 1,371,086 16.46 - 17,842 15,750 18,240 - 1,422,918$

Technology/Media Center 413,820 6.00 - 21,550 16,791 6,885 453,485 912,531$

Special Education/Guidance 1,192,346 20.70 - 101,551 19,600 3,274 - 1,316,771$

Sub-Total Instruction 10,883,570 144.66 - 274,778 676,029 111,399 453,485 12,399,261$

Other School Services (3000)

Pupil Transportation - - - 1,337,338 - 69,682 - 1,407,020$

Athletics 305,905 1.88 - 104,154 34,228 64,992 509,279$

School Based Health Center 54,266 0.80 - 176,910 5,700 900 300 238,076$

Student Body Activities 70,866 - - - 136,210 750 - 207,826$

Student Body Security 71,339 2.00 - 25,000 1,000 - 2,900 100,239$

Sub-Total Other Services 502,376 4.68 - 1,643,402 177,138 136,324 3,200 2,462,440$

Facility/Operation of Plant (4000)

Custodial Services 252,151 6.00 - - 40,900 - - 293,051$

Maintenance 438,628 7.00 - 157,718 108,306 2,055 - 706,707$

Utilities/Tech Maintenance - - - 73,164 502,831 30,000 123,086 729,081$

Sub-Total Facility 690,779 13.00 - 230,882 652,037 32,055 123,086 1,728,839$

Fixed Charges (5000)

Insurance-Health/Life/Other - - - - - 3,211,492 - 3,211,492$

Insurance-Property/Casualty/Other - - - 174,617 - 315,508 - 490,125$

Sub-Total Fixed Charges - - - 174,617 - 3,527,000 - 3,701,617$

Fixed Assets (7000)

Captial Equipment Purchases - - - - - - - -$

Sub-Total Fixed Assets - - - - - - - -$

Debt Service (8000)

Bond Principal - - - - - 415,000 - 415,000$

Bond Interest - - - - - 92,750 - 92,750$

RAN Interest - - - - - 5,000 - 5,000$

Sub-Total Debt - - - - - 512,750 - 512,750$

School Choice / Transfers (9000)

School Choice - - - - - - - -$

Transfers Out - - - - - - - -$

Sub-Total Choice/Transfers - - - - - - - -$

TOTAL BY FUNCTION 13,014,750$ 174.57 -$ 2,359,888$ 1,514,554$ 4,442,337$ 625,210$ 21,956,739$

FY 2017 BUDGET EXPENSE SUMMARY BY FUNCTION



ALL FUNCTION OVERVIEW

1

School CommitteePercentage of

Admin. Total:

Function 1110 9.6%

Salaries & Wages 25,192 27,254 28,311 1,057

Full-Time Employees 0.33 0.33 0.33 -

Contracted Services 1,144 1,350 2,835 1,485

Supplies & Materials 2,753 2,800 2,800 -

Other: Fixed Costs 40,794 49,075 45,200 (3,875)

Other: Variable Costs 25,141 29,975 31,750 1,775

School Committee Total 95,024$ 110,454$ 110,896$ 442$ 0.40%

Superintendent's OfficePercentage of

Admin. Total:

Function 1210 23.1%

Salaries & Wages 241,355 242,735 249,494 6,759


Contracted Services 1,699 2,350 2,350 -


Other: Fixed Costs 1,881 1,850 1,950 100

Other: Variable Costs 6,930 11,000 10,500 (500)

Technology (1,315) - 175 175

Superintendent's Office Total 252,337$ 259,935$ 266,469$ 6,534$ 2.51%

% Decrease

or Increase

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Variance from

FY16 Budget



FY 2017 OPERATING BUDGET - ADMINISTRATION FUNCTION (1000)

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Variance from

FY16 Budget

% Decrease

or Increase

Notes: Contract services includes copier and peripheral maintenance agreements. The increase is attributed to an eMarketing initiative and Treasurer access to financial management system which is now hosted. Other fixed costs include the required annual audit and legal notice advertisements. The decrease fixed costs is primiarily due to lower projected legal notices/advertisements. Other variable costs include professional organization dues, travel expenses, information dissemination and School Committee conferences. The increase in variable costs is mainly attributed to print, advertising, alumni outreach and other program support initiatives.

Notes: Contracted services cover copier/printer lease maintenance agreements. Supplies and materials are the consumable items used in the day to day operations of the office. Other costs include professional organization dues, travel expenses, conferences and other miscellaneous costs.

Technology includes replacement computers, CD's, other multimedia and contract services for maintenance on each peripheral.

1000 Function

ADMINISTRATION

2



FY 2017 OPERATING BUDGET - ADMINISTRATION FUNCTION (1000)

Business Office, H.R. &

District-Wide Info Svcs

Percentage of

Admin. Total:

Functions 1400's 67.2%

Salaries & Wages 576,536 637,898 660,220 22,322

Full-Time Employees 9.47 9.47 9.40 (0.07)

Contracted Services 39,240 36,549 31,024 (5,525)


Other: Fixed Costs 18,568 20,000 20,000 -

Other: Variable Costs 6,217 12,789 13,409 620

Technology 52,685 28,469 45,264 16,795

Business Office, H.R. & District-Wide Info. Total 696,311$ 740,255$ 774,467$ 34,212$ 4.62%

1,043,672$ 1,110,644$ 1,151,832$ 41,188$ 3.71%TOTAL ADMINISTRATION

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Variance from

FY16 Budget

% Decrease

or Increase

Notes: Contracted services are made up of legal counsel fees, copier lease/maintenance agreements and the Biennial GASB 45 OPEB Valuation. The decrease is directly related to the Biennial GASB 45 Valuation (next valuation scheduled for FY 2018). Supplies and materials are the consumable items and office equipment required to support the day to day operations of the office. Other fixed costs include the district wide postage. Other variable costs include conferences & workshops, related travel expenses, and professional organization dues.

Technology includes maintenance/support for the district's primary financial management system as well as the cash receiptssoftware package which integrates into the student activity accounting module and iPass student information system. It also includes replacement computers and other contract services for peripherals. The increase is attributed to expanded services connected to the District's financial management system which includes a new human resource module (needed to respond to ongoing federal/state reporting requirements and ACA mandates) and contractual services related to data hosting.

1000 Function

ADMINISTRATION

3

AcademicsPercentage of

Instr. Total:

31.0%

Salaries & Wages 3,171,347 3,387,091 3,529,710 142,619

Full-Time Employees 45.80 46.85 47.00 0.15


Supplies & Materials 196,251 212,981 150,968 (62,013)

Other: Variable Costs 110,138 83,000 83,000 -

Academics Total 3,600,664$ 3,765,374$ 3,845,980$ 80,606$ 2.14%

VocationalPercentage of

Instr. Total:

39.5%

Salaries & Wages 3,932,624 4,226,318 4,376,608 150,290


Equipment (Less than 5K) 81,875 80,035 53,458 (26,577)



Vocational Total 4,408,542$ 4,792,819$ 4,901,061$ 108,242$ 2.26%

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Variance from

FY16 Budget

% Decrease or

Increase

% Decrease or

Increase



FY 2017 OPERATING BUDGET - INSTRUCTIONAL FUNCTION (2000)

Variance from

FY16 Budget

Notes: This area covers Academic related instruction. Salary & Wages reflect a net increase of 0.15 FTE's (Full Time Equivalencies) which consists of the following increases [1.0 English Language Learner and 1.0 Math instructor] offset by the following reductions [1.0 Arts/Humanities, 0.7 Science and 0.15 Career Enrichment instructor]. Contracted services cover copier lease\maintenance agreements and presenters for in-house professional development. Supplies and materials are consumable items that are required to operate the classrooms on a daily basis and textbooks. The decrease is primarily attributued to completion of the phase-in of Common Core State Standards for math and English, textbooks acquired in the prior year for new Advance Placement offerings as well as lower costs for external student learning experiences. Other variable costs cover conference registration, affiliated travel and course reimbursements.

Notes: This area covers Vocational related instructional services. Salary & Wages reflect a net decrease of 0.6 FTE associated with the Dental Assisting program. Equipment is for new or replacement equipment that allows programs to keep pace with industry standards. The decrease reflects anticipated access to proposed vocational grants and the aggressive pursuit of other external funding sources. Contracted services cover any outside costs to maintain or repair equipment as well as lease agreements. Supplies and materials are consumable items required to operate shops on a daily basis (i.e. textbooks,testing materials, freshmen exploratory materials etc.) as well as compliance with occupational certifications and Common Core requirements. The major decrease in supplies and materials reflects completion of the phase-in of Common Core curriculum in addition to normal fluctuations based on individual program needs.

2000 Function

INSTRUCTION

4




Instructional SupervisionPercentage of

Instr. Total:

Functions 2110,2210,6200 11.5%

Salaries & Wages 1,353,223 1,334,897 1,371,086 36,189


Contracted Services 14,781 17,262 17,842 580


Other: Variable Costs 7,626 18,723 18,240 (483)

Instruction Supervision Total 1,389,079$ 1,386,632$ 1,422,918$ 36,286$ 2.62%

Technology Department/

Media Center

Percentage of

Instr. Total:

7.4%

Salaries & Wages 379,639 423,673 413,820 (9,853)


Contracted Services (District) 54,539 23,290 21,550 (1,740)

Supplies & Materials 12,362 16,137 16,791 654

Other: Variable Costs 4,886 8,096 6,885 (1,211)

Technology (District) 405,764 454,851 453,485 (1,366)

Technology/Media Center Total 857,190$ 926,047$ 912,531$ (13,516)$ -1.46%

Variance from

FY16 Budget

FY2015-2016

Approved Budget

FY2016-2017

Requested

Variance from

FY16 Budget

% Decrease or

Increase

FY2014-2015

Actual

% Decrease or

Increase

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Notes: This area includes the Technology Department, Media Center, Video Production & Distribution System and Webmaster. Salary and Wages reflect a 1.0 FTE decrease of the data management specialist. Contracted services contains such services as automated notification system, website content management as well as STEM education initiatives. The decrease in contract services is attributed to video storage/access services offset by an increased STEM initiatives that introduce and prepare students for global experiences. Supplies and materials are the consumable items that the technology department and media center use to maintain existing machines as well as media systems and materials. Other variable costs cover professional organization dues, periodicals, conferences and any travel expenses. The decrease is mainly due to periodicals in the media center.

Technology (District) is the district-wide allocation for new or replacement computers, printers, scanners, CD's and any other required multimedia, unless specifically budgeted for in other areas. The overall decrease reflects fluctuation in various line items based on need.

Notes: This area includes expenses associated with district-wide leadership as it pertains to the delivery of student instructional programs. For EOY reporting purposes the District may reclassify certain instructional/curriculum positions within this cluster. This area includes principals, coordinators (academic, vocational & curriculum) as well as guidance and special education. The FTE decrease reflects a change in guidance staffing. Contracted services cover copier lease/maintenance, additional legal fees, translations and program evaluation. Supplies and materials are the consumable items that are used in the offices on a day to day basis. Other variable costs are professional organization dues, travel expenses, conferences andspecial projects.

2000 Function

INSTRUCTION

5




Special Education/GuidancePercentage of

Instr. Total:

Functions 2300's,2700's,2800 10.6%

Salaries & Wages 1,248,229 1,214,105 1,192,346 (21,759)



Supplies & Materials 12,927 15,250 19,600 4,350


Special Ed/Guidance Total 1,341,126$ 1,358,802$ 1,316,771$ (42,031)$ -3.09%

11,596,601$ 12,229,674$ 12,399,261$ 169,587$ 1.39%TOTAL INSTRUCTION

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Variance from

FY16 Budget

% Decrease or

Increase

Notes: This area covers all Guidance office and SPED/Student Services teaching and support staff. Salaries & Wages reflect a decrease of 0.64 FTE which includes 0.14 Guidance counselor staff (reduced hours) and 0.5 SPED transition assistant based on the anticipated change in the serverity of a student's needs. Contracted services cover individual education plans, 504 accomodation plans, translation services, tutoring services, copier lease/maintenance and recruitment materials/videos to showcase academc/vocational programs. The decrease in contract services is primarily related to outreach materials incurred biennially (next ocurrance FY 2018) and a realignment of costs needed to meet the State discipline regulation 37H 3/4 which requires educational services for expelled/suspended students. Supplies and materials are consumable items that are used on a day to day basis and include placement testing materials, proctoring, and instructional supplies. The increase is mainly attributed to placement testing. Other variable costs cover recruitment efforts, student site visits, professional organization dues, conferences and travel expenses.

2000 Function

INSTRUCTION

6

Pupil Transportation% of Other Sch.

Svcs. Total:

Function 3300 57.14%

Contracted Services 1,306,099 1,342,338 1,337,338 (5,000)


Pupil Transportation Total 1,370,866$ 1,416,020$ 1,407,020$ (9,000)$ -0.64%

Athletics% of Other Sch.

Svcs. Total:


Salaries & Wages 305,478 313,231 305,905 (7,326)



Supplies & Materials 33,806 33,968 34,228 260

Other: Variable Costs 47,823 63,870 64,992 1,122

Athletics Total 500,640$ 513,369$ 509,279$ (4,090)$ -0.80%

School Based Health

Center/Nurses Total

% of Other Sch.

Svcs. Total:

Function 3200, 3400 9.67%

Salaries & Wages 55,536 56,842 54,266 (2,576)




Other: Variable Costs 150 900 900 -

Technology 982 300 300 -

School Based Health Center Total 223,302$ 237,415$ 238,076$ 661$ 0.28%



FY 2017 OPERATING BUDGET - OTHER SCHOOL SERVICES FUNCTION (3000)

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Variance from

FY16 Budget

% Decrease or

Increase

% Decrease or

Increase

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Variance from

FY16 Budget

% Decrease or

Increase

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Variance from

FY16 Budget

Notes: The District is in the final year of a five year contract. The change is primarily driven by elimination of the fuel adjustment clause (as defined in the contract) driven by continued declines in the price of oil. The COLA (cost of living adjustment) remained level. SPED transporation was reduced to approximate actual average expenditures.

Notes: Salary & Wages includes an athletic director, trainer and fitness room monitors, in addition to coaching stipends and athletic officiating (i.e. referees, ticket-takers, shot clock operators, game administrators, scorers, etc.). The decrease is attributed to coaching stipends for an undersubscribed sport as well as .27 FTE due to a change in the athletic director's work schedule. Contracted services are for athletic bus transportation, hockey CO-OP and officiating (i.e. individuals not employed by the district). The increase to contract services is mainly attributed to sporting event transportation. Supplies and materials are the consumable items required to carry out each sport. Other variable costs include professional organization dues/fees & registrations, officiating and ancillary items for the athletic program. The change in variable costs is due to mandatory increase in MIAA fees for officiating offset by removal of officiating for the undersubscribed sport.

Notes: Salary & Wages includes the school's nutritionist. Contracted services includes the School Physician (employed through Reliant Medical Group) and two school nurses (employed through The Futures Healthcore). The change in contracted services reflects the negotiated rate increase for nursing services. Supplies and materials are the consumable items used in day to day operations.

3000 Function

OTHER SCHOOL SERVICES

7



FY 2017 OPERATING BUDGET - OTHER SCHOOL SERVICES FUNCTION (3000)

Student Body Activities % of Other Sch.

Svcs. Total:

Function 3520's 8.44%

Salaries & Wages 66,640 65,687 70,866 5,179


Other: Variable Costs - 750 750 -

Student Body Activities Total 213,394$ 187,987$ 207,826$ 19,839$ 10.55%

Student Body Security% of Other Sch.

Svcs. Total:

Function 3600 4.07%

Salaries & Wages 91,213 98,761 71,339 (27,422)



Supplies & Materials 804 1,000 1,000 -

Equipment - 1,600 - (1,600)

Technology - - 2,900 2,900

Student Body Activities Total 117,017$ 126,361$ 100,239$ (26,122)$ -20.67%

2,425,219$ 2,481,152$ 2,462,440$ (18,712)$ -0.75%

Variance from

FY16 Budget

TOTAL OTHER SCHOOL SVCS

% Decrease or

Increase

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Variance from

FY16 Budget

% Decrease or

Increase

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Notes: Salaries & Wages represent student body program stipends per the teachers' contract. Supplies and materials are the consumable items used for carrying out program activities and include an offset for fund raising efforts where applicable. Major activities include Skills USA, Robotics, Model United Nations, Student Council and Commencement. The increase is primarily attributed to greater qualification to participate in SkillsUSA national competition. Other variable costs relate to travel expenses for student conferences.

Notes: Security provides oversight to the student body during the school day as well as evening functions such as athletic events and other extra-curricular student activities The decrease in Salary & Wages reflects 1.0 FTE for a school day monitor which will be augmented with other school staff. Contracted services are the ongoing partnership established with the Upton Police Department. Supplies and materials represent consumable items. The equipment decrease is attributed to the removal of one-time costs related to a visitor management system acquired in the prior year. The technology increase is attributed to a new school safety system that networks with local police and school systems, as well as the annual maintenance for the recently implemented visitor management system.

3000 Function

OTHER SCHOOL SERVICES

8

Custodial Services % of Facility

Total:


Salaries & Wages 259,475 247,757 252,151 4,394



Custodial Services Total 299,605$ 288,657$ 293,051$ 4,394$ 1.52%

Maintenance % of Facility

Total:

Function 4210, 4220, 4300 40.88%

Salaries & Wages 411,065 418,471 438,628 20,157


Contracted Services 91,247 158,401 157,718 (683)


Other: Fixed Costs 55,928 - - -

Other: Variable Costs 260 800 2,055 1,255

Maintenance Total 630,489$ 679,707$ 706,707$ 27,000$ 3.97%

% Decrease

or Increase



FY 2017 OPERATING BUDGET - FACILITY/OPERATION OF PLANT FUNCTION (4000)

FY2014-2015

Actual

FY2015-2016

Approved

Budget

FY2016-2017

Requested

Variance from

FY16 Budget

% Decrease

or Increase

FY2014-2015

Actual

FY2015-2016

Approved

Budget

FY2016-2017

Requested

Variance from

FY16 Budget

Notes: Current FTE's allow BVT to meet the national standard for Level 3 cleaning (i.e. ~30,000 sq.ft. per custodian), which is the norm for most school facilities. This area is for the custodial staff and any custodian substitutes. Supplies and materials are the consumable items required by the custodial staff to accomplish daily cleaning and upkeep to maintain a healthy school.

Notes: Contracted services cover outside grounds/field maintenance costs such as lawncare program and lot maintenance, in addition to preventative maintenance contracts related to boilers, elevators, energy management system, competition center/gym bleachers and any building requirements outside the scope of staff services. Supplies and materials are all the consumable items required to maintain the building as fully operational, the fleet of vehicles and the grounds (i.e. sand/salt,

mulch and paint.) The increase in supplies and materials is mainly attributed to expanded use of vehicles for vocational projects and student activities. Other variable costs include professional organization dues/fees. The increase reflects professional development required for hydraulic licensing.

4000 Function

FACILITIES

9



FY 2017 OPERATING BUDGET - FACILITY/OPERATION OF PLANT FUNCTION (4000)

Utilities/Tech Maintenance % of Facility

Total:

Function 4130, 4450 42.17%



Other: Fixed Costs 28,471 25,000 30,000 5,000

Technology 74,187 114,594 123,086 8,492

Utilities/Tech Maintenance Total 670,119$ 748,823$ 729,081$ (19,742)$ -2.64%

1,600,213$ 1,717,187$ 1,728,839$ 11,652$ 0.68%TOTAL FACILITY

% Decrease

or Increase

FY2014-2015

Actual

FY2015-2016

Approved

Budget

FY2016-2017

Requested

Variance from

FY16 Budget

Notes: Contracted services consist of fuel oil, trash removal, water/sewer charges and hazardous waste removal. The increase is attributed to higher water/sewer costs. Supplies and materials include electricity and natural gas consumption.The decrease reflects lower projected electricity usage and negotiated contracts savings for natural gas. Other fixed costs pertain to the telephone system and usage. The increase approximates actual usage and current contracted rates for local service and long distance.

Technology is the T1 bandwidth internet access line and district-wide networking (includes surveillance system, wireless and Windows Operating System upgrades). The increase is attributed to annual maintenance for network disk storage which was previously bundled with the initial equipment purchase.

4000 Function

FACILITIES

10

Other Fringe% of Fixed

Chgs.Total:

Function 5100, 5200 86.76%

Employee Benefits: Health/Life 1,876,326 1,934,353 2,161,726 227,373

Retiree Benefits: Health/Life/Pension 894,556 846,635 1,036,991 190,356


Other Fringe Total 2,783,307$ 2,793,763$ 3,211,492$ 417,729$ 14.95%

Insurance, Leases & Fees% of Fixed

Chgs.Total:

Function 52xx, 5300, 5500 13.24%


Other: Fixed Costs 268,500 284,014 315,508 31,494

Insurance Total 425,712$ 451,401$ 490,125$ 38,724$ 8.58%

3,209,019$ 3,245,164$ 3,701,617$ 456,453$ 14.07%



FY 2017 OPERATING BUDGET - FIXED CHARGES FUNCTION (5000)

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Variance from

FY16 Budget

% Decrease

or Increase

TOTAL FIXED CHARGES

% Decrease

or Increase

FY2014-2015

Actual

FY2015-2016

Approved Budget

FY2016-2017

Requested

Variance from

FY16 Budget

Notes: Other Fringe represents health and life insurance benefits for regular employees as well as retirees, in addition to State pension assessments for non-MTRS retirees.

Health insurance was budgeted based on a known 11.90% rate increase for Harvard Pilgrim and an 6.50% increase in Fallon Direct Care for active employees. A high deductible health plan for active employees was added to health plan offerings which aids in offseting the impact of the rate increases. An 8.00% increase was also estimated for Group Insurance Commission retirees using actual invoices and provisions for expected retirements. GIC cost share ratios are as follows: EE contributes 10% of premium if retired prior to July 1, 1990 and 15% if retired after July 1, 1990. A 5% rate increase was estimated for other non-GIC retiree health plans. Other fixed costs reflect negotiated contract obligations.

Notes: Contracted services represents the insurance policy coverage for all applicable plans. The anticipated increase is primarily attributed to a 7.0% for workers compensation and a 4.0% for property/umbrella over prior year actuals. Other fixed costs include employer Medicare, unemployment and student accident expenses. The increase is primarily driven by a change in the wage base and a .1% increase in the unemployment contribution rate that is based on annual experience.

5000 Function

FIXED CHARGES

11

Acquisition of Fixed Assets% of Fixed

Assets Total:

Function 7300, 7500 100.00%

Capital Equipment 18,786 - - -

Capital Equipment/Vehicles - - - -

Equipment/Vehicle Totals 18,786$ -$ -$ -$ 0.00%

18,786$ -$ -$ -$ 0.00%TOTAL FIXED ASSETS



FY 2017 OPERATING BUDGET - FIXED ASSETS FUNCTION (7000)

FY2014-2015

Actual

FY2015-2016

Approved

Budget

FY2016-2017

Requested

Variance from

FY16 Budget

% Decrease or

Increase

Notes: Capital equipment normally includes the purchase of technology servers, non-instructional equipment and vehicles for student transportation. The district continues to seek additional grants and other revenue sources to accomplish any required technology and equipment purchases as identified in the Vocational Capital Equipment 5-Year Plan.

7000 Function

FIXED ASSETS

12

Bond PrincipalPercentage of

Debt Total



Bond Principal Total 405,000$ 415,000$ 415,000$ -$ 0.00%

Bond InterestPercentage of

Debt Total:


Other: Variable Costs - 5,000 5,000 -

Other: Fixed Costs 190,350 113,401 92,750 (20,651)

Bond Interest Total 190,350$ 118,401$ 97,750$ (20,651)$ -17.44%

School Choice & TransfersPercentage of

Debt Total:

Function 9000 0.00%

Other: Variable Costs - - - -

Other: Fixed Costs - - - -

School Choice-Transfers Out Total -$ -$ -$ -$ 0.00%

595,350$ 533,401$ 512,750$ (20,651)$ -3.87%

20,488,860$ 21,317,222$ 21,956,739$ 639,517$ 3.00%TOTAL OPERATING BUDGET

% Decrease or

Increase

FY2016-2017

Requested

FY2014-2015

Actual

FY2015-2016

Approved

Budget

Variance from

FY16 Budget

TOTAL DEBT/CHOICE/TRANSFERS

FY2015-2016

Approved

Budget

Variance from

FY16 Budget

FY2014-2015

Actual

% Decrease or

Increase

FY2016-2017

Requested



FY 2017 OPERATING BUDGET

FY2014-2015

Actual

FY2015-2016

Approved

Budget

% Decrease or

Increase

DEBT FUNCTION (8000) & SCHOOL CHOICE / TRANSFERS FUNCTION (9000)

FY2016-2017

Requested

Variance from

FY16 Budget

Notes: Per long-term bond schedule (principal portion). On 12/01/2014 previous debt was refinanced over a 10 year period (FY16 thru FY25.) The refinanced debt results in an overall cost reduction of $461,168 ($135,000 principal and $326,168 interest) over the 10 year period. The principal is higher in the earlier years offset by a reduction in interest expense.

Notes: Per long-term bond schedule (interest portion), the decrease reflects the impact of the 12/01/2014 refinancing (see above note in Bond Principal.) Also includes R.A.N. (revenue anticipation note) interest.

Notes: Variable costs include school choice assessments and fixed costs reflect authorized school committee transfers to stabilization and capital project funds. The district has no identified School Choice students per Department of Elementary andSecondary Education.

8000 Function

DEBT

13

return on investment

To facilitate vital management and planning by our 13 district-towns, Blackstone Valley Tech remains committed to presenting a one-time consolidated budget request. Regardless of any unforeseen shortfalls within anticipated revenue streams, Valley Tech will operate with the dollars requested for FY17 and will not request additional funding via special town meeting.

Kindly Note: As a regional vocational technical school district, Valley Tech’s budget must cover the normal expenses of a traditional municipal school district plus several high-value line items often included within the General Government portion of a town’s annual budget:

· Debt

· Capital Improvements

· Workers Compensation

· Pension Obligations

· Health Insurance

· Life Insurance

· Property Insurance

· Casualty Insurance

· Unemployment

· Snow Removal

· Treasurer, Audit, & Other Expenses

· Federal Revenue Shortfalls

· State Revenue Shortfalls

· Central Office

· Legal Expenses

· Trash & Recycling

3% OR LESS

For seven consecutive years, Valley Tech has presented an annual budgetary increase of 3% or less. In that time, the school has:

· Supplied employers with a direct pipeline to a high-skill workforce

· Prepared students for any combination of employment, college, and military service

· Boosted the graduation rate to 98.2%

· Lowered the dropout rate to 0.2%

· Achieved the highest MCAS scores among our 26 sister voc-tech schools

· Achieved the highest MCAS scores among our district’s 13 towns

· Performed multiple cost-saving public works projects for our towns

· Provided a dual education of expert technical training and rigorous academics

· Operated the longest school year instructional calendar of any public school statewide

· Saved on facility maintenance by utilizing staff and student technical skills

· Complemented local dollars with millions more in federal, state, and private grants

Blackstone Valley Vocational

Regional School District

Foundation budget rates reflect differences in the cost of educating different types of students.

FY17 Chapter 70 AidPreliminary House 1 Proposal

$3

,63

1

$7

,26

3

$7

,30

7

$6

,92

7

$8

,63

8

$4

,64

1

$9

,28

3

$1

3,1

71

$2

5,2

77

$2

6,4

03

$3

,85

5

FY17 Foundation Budget Rates

Published January 27, 2016

Funding Trend Analysis(as Budgeted)



FY14 FY15 FY16 FY17

$8

,75

3,1

61

$8

,74

7,0

74

$8

,74

7,0

23

$8

,84

0,2

32

$1

1,3

33

,76

7

$1

1,8

51

,33

1

$1

2,1

87

,19

9

$1

2,7

18

,50

7

State AidMember Town Assessments (Includes Debt)

FY14 FY15 FY16 FY17

$9

,32

0,5

00

$9

,76

4,1

99

$1

0,3

01

,82

9

$1

0,4

98

,76

3

Minimum Contribution

FY14 FY15 FY16 FY17

$7

,44

9

$7

,37

5

$7

,26

5

$7

,24

0

$9

,12

6

$9

,49

1

$9

,68

3

$1

0,0

01

Member Town Per Pupil Cost (Excludes Debt)

State Aid Per Pupil Cost

Budgeted Per Pupil Investment (by Major Funding Source)



The district continues to seek efficiencies through green school initiatives, procurement of supplies & services, employee

wellness programs & other collaborative efforts in order to control per pupil cost to its member towns.

FY11 FY12 FY13 FY14 FY15 FY16 FY17

$8

,21

7,9

32

$8

,19

1,4

46

$8

,41

6,1

69

$8

,75

3,1

61

$8

,74

7,0

74

$8

,74

7,0

23

$8

,84

0,2

32

$1

0,3

64

,81

3

$1

0,7

13

,07

5

$1

1,1

01

,54

4

$1

1,3

33

,76

7

$1

1,8

51

,33

1

$1

2,1

87

,19

9

$1

2,7

18

,50

7

TOTA

L EX

PEN

DIT

UR

ES

State Aid Member Assessments Other Funding Sources

Historical Budget OverviewOperational Expenditures by Funding Source



$2

1,9

56

,73

9

$1

8,9

49

,24

5

$1

9,3

27

,28

2

$1

9,8

62

,21

3

$2

0,4

59

,05

5

$2

0,9

70

,53

2

$2

1,3

17

,22

2

% Change over Prior Year

FY11 toFY12

FY12 toFY13

FY13 toFY14

FY14 toFY15

FY15 toFY16

FY16 toFY17

State Aid (0.32%) 2.74% 4.00%* (0.07%) 0.00% 1.07%

Assessments 3.36% 3.63% 2.09% 4.57% 2.83% 4.36%

Expenditures 1.99% 2.77% 3.00% 2.50% 1.65% 3.00%

* Note: Governor’s proposed revenues were higher than actual revenues by $99,552.

ENROLLMENT:

FY11 FY12 FY13 FY14 FY15 FY16 FY17

1,158 1,162 1,165 1,175 1,186 1,204 1,221

FY16 GRANTS TO DATE(As of March 7, 2016)

$552,763 $1,042,168

$106,300 $363,412

Federal

State

Competitive

Pending

NOTE: The District also receives substantial

donations in the form of cash, tools, raw materials

and technology.

Source Grant FY16

Entitlements

Federal SPED 94-142 $ 277,408

Federal SPED Program Improvement $ 7,204

Federal Perkins $ 171,750

Federal Title I $ 74,776

Federal Title I (Additional FY15 Allocation) $ 360

Federal Title II A $ 18,799

Federal Perkins Post-Secondary (PN Program) $ 2,466

$ 552,763

Entitlements/Other

State (MSBA) Roof Project (53.53% Reimbursement) $ 619,526

State Skills Capital Grant (Competitive) $ 407,517

State Vocational Technical SPED Leadership $ 11,425

State Financial Ed. Innovation: Credit for Life $ 3,700

$ 1,042,168

Competitive and Private

MetroWest Health Transition Program (At-Risk Students) $ 60,000

Lowes/Skills USA Alternatives Campus $ 25,000

Blissful Meadows Multi Media Communications $ 5,000

EMC First Robotics $ 5,000

Gene Haas Foundation NIMS Certification Curriculum $ 5,000

BVCCEF/Lampin Manufacturing Technology $ 2,500

Mass Dental Society Elders Wellness Day $ 2,000

VTEF Aviation Club $ 1,000

BVCCEF Project SMILE $ 800

$ 106,300

Pending Grants

Comm. Corporation Workforce Competitiveness Trust Fund $ 215,000

Steelcase Active Learning Center $ 62,000

Vid. Insight Security Security Camera Grant $ 50,000

Target Sponsoring SkillsUSA Travel $ 10,912

Constellation E2 Geothermal System for Alternatives $ 25,000

Constellation Community Champions $ 500

$ 363,412

TOTAL APPROVED & PENDING $ 2,064,643

FY15 Grants To Date 03-09-15.xls

Valley Tech Receives $407K Equipment GrantUpton Daily

A Workforce Skills Capital Grant of $407,517 will allow Blackstone Valley Tech to make state-of-the-art upgrades to several programs without increasing the school’s local-taxpayer-supported budget for fiscal year 2017 (FY17).

BVT culinary arts teacher receives educator awardThe Telegram & Gazette

Blackstone Valley Regional Vocational Technical High School culinary arts team leader Matthew Williams recently was named runner-up in the secondary school category of the CAFÉ/Sysco Corporation Educator of the Year Awards.

Blackstone Valley Tech receives roof repair grantThe Milford Daily News

Blackstone Valley Regional Vocational Technical High School was recently approved a more than $600,000 reimbursement by the Massachusetts School Building Authority (MSBA) for repairs on sections of the school’s roof. At the meeting, the MSBA praised the school for self-funding the project as well as its last three MSBA projects.

BVT Golden at SkillsUSA National Championships The Milford Town Crier

At the 2015 SkillsUSA National Leadership and Skills Conference Championships, seven students from Blackstone Valley Tech earned six gold and one silver medal in four categories.

Valley Tech students lend a hand for historic renovationThe Woonsocket Call

A new partnership was celebrated on Thursday, October 29, 2015, when Blackstone Valley Tech, Alternatives Unlimited, Inc., and Lowe’s broke ground on a community construction project. Valley Tech will renovate several historic structures owned by Alternatives.

Recent Awards & Accolades

• National Report Profile – “Best of Both Worlds: How Massachusetts Vocational Schools Are Preparing Students for College and Careers”

• 2015 Green Ribbon School – U.S. Department of Education

• District of Distinction – District Administration Magazine

• AP Honor Roll – The College Board

• Hometown Hope Initiative Honoree – WMRC First Class Radio & Asphalt Engineering


in the News

“It is truly rare for a district to self-fund its repair and enhancement projects.”

– MSBA Executive Director John McCarthy

Dr. Fitzpatrick is seen here at the Workforce Skills Capital Grant Ceremony with Governor Charlie Baker, State Representative

Joseph D. McKenna, Lieutenant Governor Karyn Polito, and State Representative David K. Muradian, Jr.

peer dscussii on & discovery invest in what works · 2016-03-23 · committee to advance this...

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