changing public education school district 49 – falcon el ... · changing public education school...

T H E B E S T D I S T R I C T TO L E A R N , W O R K & L E A DT H E B E S T D I S T R I C T TO L E A R N , W O R K & L E A D

Changing Public EducationSchool District 49 – FalconEl Paso County Colorado

Brett RidgwayChief Business Officer


PUBLIC EDUCATION IS FUNDAMENTALLY UNCHANGED SINCE . . . .


Corporate America;Lessons from the 80’s

• Coming off the 70’s– Viet Nam War, Gas Crisis, Recession, – Nixon / Ford / Carter -> Reagan

• Japan– ‘Buying’ America, generally kicking our tail

• Corporate America needed to evolve to compete– Corporate Success is more than just sales


Corporate America;Lessons from the 80’s (cont.)

• Corporate America needed to evolve to compete:– Org Charts flattened

• Greater response to the customer– Finance & Operations take a bigger role

• It’s not just the top line that matters– Move away from strict vertical chain-of-

command systems to team structures• Two heads are better than one


Public Sector Advantages

• Private Sector vs.

• EPS(Earnings per Share)

• What can we sell• Can we afford to

produce it?

• Materialism

• Public Sector

• GoS(Good of Society)

• What do people need• Can we afford not to

do this?

• Idealism


Public Sector Constraints

• Private Sector vs.

• Efficiency• Effectiveness• Agility

• Get what you earn/deserve

• Realistic• Proactive

• Public Sector• This is the• way we’ve always• done it

• Get what you’re entitled to.

• Political• Reactive


Public Sector Challenge

• Embrace our advantages and shed our constraints.

• Emulate Private Sector advantages without falling victim to their constraints.

• K-12 Education:– Get with the times– Serve the student, not the system


K-12 Public Education;What we are doing:

• Relate to our customers - answer the logical questions in the logical sequence

For Finances, this means:– Per Pupil Revenue

• The next logical question is Per Pupil Expense– Locational Spends first

• People know their schools– Program Spends second

• Educational Programs• School Administration• District Administration & Overhead



• How? - (1) endeavor to utilize options available in current systems/processes:– Colorado › Innovation Schools Act of 2008

(Colorado Revised Statute Title 22 Article 32.5)

› School Finance Chart of Accounts28 digit string comprised of 7 fields of 2-4 digits

› Refine definition of, and thenencourage, Local Control



• How? - (2) create disruption to facilitate change:– January 2011; BoE declares the pursuit of

innovation and reorganized to:• Eliminate the traditional structure, converting to a three-

person, Chief Officer, team & Matrix environment– Free the Superintendent! Allow them to lead education

as a Chief Education Officer– Give other experts responsibility and accountability too

as Chief Officers for Business and Operations

• Created groups of schools aka ‘Innovation Zones’ to encourage educational program innovation and niche development.

– Innovation/Zone Leaders


Colorado Environment

• Colorado distributes a vast majority of its K-12 funding through a formula that includes a base per-pupil amount supplemented by a series of demographic factors to address differences - both real and perceived. Total K12 formula = $6.2B

• Local property taxes contribute to the funding formula except items that were specifically approved by constituents in Mill Levy Overrides.

• 178 Defined School Districts+ 1 State Level Charter School Authorizer (CSI)

• State share of K-12 funding formula = 21% of total state budget.

• Policy conflict from TABOR + Amend 23 + Gallagher Amend• Choice enrollment having a material impact• Recreational Marijuana: taxes for education? Not Really!


Colorado Springs Environment

• Second largest city in Colorado; but less than 20% of Denver metro area.

• Nine school districts educating 114k students.• El Paso County has six other school districts in

rural, eastern areas, educating 3k students.• Significant US Military presence with USAFA, Ft.

Carson, Petersen AFB, Schriever AFB, Cheyenne Mtn.

• ‘Compassionate Assignment’ destination for military for families w/ special needs students.

• National/International home of several faith-based organizations.


District 49-Falcon Environment

• Eastern side of the city of Colorado Springs + unincorporated county land beyond the city

• Portfolio district:– 12,137 in coordinated schools; 515 in blended

program; 537 in homeschool programs; 4,961 in online programs; 2,856 in local charter schools, 258 in alternative programs.

– IB, STEM, CTE, ROTC, AP, CCE, CKLA• 14th largest district in Colorado.

– 165th ranked PPR, 169th Assessed Value per Pupil, 171st Local Support per Pupil, 29% FRL


D49’s Management Culture Change

supported by

Student-Based Financial Management

Brett RidgwayChief Business Officer


Org Chart - Todayas of : 6/ 28/ 2016

Chief Education Officer Chief Business Officer Chief Operating Officer Overseeing Educational Achievement, Overseeing Business Administration, Overseeing Operational Administration, Improvement, Innovation, and Administration Innovation, Policy, and Strategy Innovation, Policy, and Strategy

-- SPED, ELD, EXCEL, GT & School Nurses

-- Instruct Technology, Title I, District CIA

AccountabilityGroup

Information Technology (outsourced)

Facilities Maintenance

El Paso County School District No. 49 - Board of EducationFive members elected from Director District subsets of the Schoool District

BOE Admin Assistant

OFFICE OF THE SUPERINTENDENT

Educational Achievement Business Support Operational Support

Individualized Education Executive Director

Finance Transportation Services

Risk Management

Nutrition Services

iConnect Innovation Community Zone Leader> Solutions Mgr; Schools

Wide

Learning Services Executive Director

Communications

Purchasing & Contracts

Safety & SecurityHuman Resources

- Director of Career & Tech Ed - Director of Concurrent Enrollment

- Director of Culture & ServicesSchools, w

ith autonomy

Central Support

Falcon Area Innovation ZoneZone Leader > CIA Coord; Schools

Sand Creek Area Innovation ZoneZone Leader > CIA Coord; Schools

POWER Innovation ZoneZone Leader > CIA Coord / Schools

District Planning

Accounting

Grounds Management


Timeline of Change Milestones:Accomplishments & Plans

• January 2011 – BoE declares innovation status, begins reorganization including:Naming three Geographic Innovation Zone Leaders (aka Area Superintendents)

• February 2011 – Introduction of Student-based Expense Management• March 2011 – Naming of remaining Innovation Zone Leader for Alternative, Blended Programs• June 2011 – Naming of Interim Chief Education Officer #1,

Naming of permanent Chief Business Officer• August 2011 – Introduction of D49 Matrix Management• June 2012 – Naming of Interim Chief Education Officer #2

Naming of One Innovation Zone Leader replacement• July 2012 – Creating Innovators district-wide study (including BoE)

• September 2012 – Flippen Group - Leadership Blueprint & Social Contract• January 2013 – Naming of permanent Chief Operations Officer• April 2013 – Flippen Group Organizational Blueprint (Strategic Plan)• June 2013 – Naming of One Innovation Zone Leader replacement• June 2013 – Naming of permanent Chief Education Officer

Naming of One Innovation Zone Leader replacementStrategic Plan revisit & crystallization

• May 2014 – ‘Flipping the switch’ – Introduction of SBFM Revenue Formula• November 2014 – Presentation of two ballot initiatives to constituents. Results : 1 for 2• June 2015 – Naming of Two Innovation Zone Leader replacements• September 2015 – Submission of RMPex application• November 2016 – Presentation of ballot initiative to constituents?


D49 Matrix Management

aka Distributed Leadership

Recognizes Authority

separate from Responsibility


D49 – Distributed Leadership

• Structure and processes that ‘encourage’ collaboration and teamwork (i.e. necessitate).

• Each collaborator, each team member, is playing to their strengths – deferring on their weaknesses

• The main influence, then, is the our culture, exercised through processes in place - all of which enhances the influence of parents and students.

• Implementation sequence of Student-Based Financial Management focuses on Expenditures first, Revenue a distant second.


D49 Matrix ManagementAuthority vs. ResponsibilityFinancial Build


D49 Student-Based Expense Management

• Priority focus is location first, then program, then expense object

• Location focus:– Allows staff, students, parents, and constituents

to have greater clarity and transparency for accountability & understanding results

– Encourages central administration to supportschools, not dictate to schools – moving decisions closer to the student

• Style aligns closely with the D49 Strategic Plan – ‘Big Rocks’ #’s 1 and 5



• The details of District 49 - Falcon:

– D49 has 20k students, 23 school locations, ~ 1,500 employees.

– D49 Accounting (5 eFTE) uses over 36k GL accounts to keep 14 data sets constantly reconciled and usable for analysis and reporting.

– D49 Finance (4 eFTE) always budgets at exactly the same level that actuals results are posted.

– Strive for precision• D49 CBO evaluation metric targets general fund spend

between 98.0% and 100.5% of budget.• “Window of Precise Performance”



(25,000)

(20,000)

(15,000)

(10,000)

(5,000)

-

5,000

10,000

15,000

20,000

25,000

75.00%

80.00%

85.00%

90.00%

95.00%

100.00%

105.00%

110.00%

115.00%

120.00%

125.00%

2014-15 2013-14 2012-13 2011-12 2010-11

D49GeneralFundFinancialResultsKeyFinancialPriorities- WeightedPrecisionMeasures

PolicyDACFundBalanceRatio PersonnelCosts ImplementationCosts

ProgramFormulaRevenue AllOtherRevenue 5PointPerformance

GrossCashPosition($k) NetFundBalancePosition($k)

windowofpreciseperformance:98.0%- 100.5%


D49 Student-BasedExpense Management Reports

EL PASO COUNTY SCHOOL DISTRICT 49 009 0091 2234 315 2123 2222 2232 5 515 2691

MONTHLY EXPENSE SUMMARY -GENERAL FUND: MULTI PROGRAM007 18 004 212 2213 284 249 26 4

DIRECT SPENDS BY SCHOOL LOCATION 17 008 19 005 2112 221 266 241 285 6

1791 51 0092 Preschool or 2661 School Other 231

Reg. Instruct SPED Instruct Oth Instruct Extracurr Post-Secondary Students Staff Security Admin Direct Spend TotalTotal School Locations 267,935 70,279 0093 (138,632) 144,675 3,379 69,116 32,608 460,899 1,792,842 3,000,454

119,094 15-16 cAct Personnel Costs 35,587,478 7,059,062 3,178,850 1,419,134 1,203,547 3,378,359 843,451 579,633 7,152,465 2,998,691 63,400,670 per pupil 2,868.88 569.06 256.26 114.40 97.02 272.35 67.99 46.73 576.59 241.74 5,111.03

341,806 Implementation Costs 1,499,254 14,254 586,085 234,055 674,858 4,900 73,275 178,923 966,100 3,230,909 7,462,614 per pupil 120.86 1.15 47.25 18.87 54.40 0.40 5.91 14.42 77.88 260.46 601.60

460,899 pupil count Total 37,086,732 7,073,316 3,764,934 1,653,189 1,878,406 3,383,259 916,726 758,556 8,118,564 6,229,600 70,863,284 12,404.68 Student FTE / spend perper pupil 2,989.74 570.21 303.51 133.27 151.43 272.74 73.90 61.15 654.48 502.20 5,712.62 76.1%

15-16 cBud Personnel Costs 35,500,334 7,118,990 3,284,501 1,226,385 1,185,112 3,379,829 899,052 584,923 7,271,558 3,105,768 63,556,451 86.0%per pupil 2,861.85 573.90 264.78 98.86 95.54 272.46 72.48 47.15 586.19 250.37 5,123.59

Implementation Costs 1,854,334 24,606 777,787 288,172 837,968 6,810 86,791 206,242 1,307,905 4,916,674 10,307,288 14.0%per pupil 149.49 1.98 62.70 23.23 67.55 0.55 7.00 16.63 105.44 396.36 830.92

pupil count Total 37,354,667 7,143,596 4,062,287 1,514,557 2,023,080 3,386,638 985,843 791,165 8,579,464 8,022,441 73,863,739 12,404.68 Student FTE / spend per 3,011.34 575.88 327.48 122.10 163.09 273.01 79.47 63.78 691.63 646.73 5,954.51 76.2%

4,199.88 1,754.62 Educat Control 76.2%Total Indirect Locations (2,297) 126,113 218,067 (39,110) - 25,663 270,079 - 96,465 196,260 889,251

(55,391) 15-16 cAct Personnel Costs 11,958 1,669,475 115,549 289,807 - 1,969,927 1,672,903 - 1,198,511 5,655,728 12,583,857 per pupil 0.96 134.58 9.31 23.36 - 158.81 134.86 - 96.62 455.94 1,014.44

944,641 Implementation Costs 231,775 1,998,773 488,899 35,926 - 540,187 536,359 - 208,363 5,576,480 9,618,753 per pupil 18.68 161.13 39.41 2.90 - 43.55 43.24 - 16.80 449.55 775.41

889,251 pupil count Total 243,733 3,668,248 604,448 325,733 - 2,510,114 2,209,262 - 1,406,875 11,232,208 22,202,610 12,404.68 Student FTE / spend perper pupil 19.65 295.71 48.73 26.26 - 202.35 178.10 - 113.41 905.48 1,789.86

15-16 cBud Personnel Costs 9,639 1,663,149 122,859 281,723 - 1,966,028 1,682,680 - 1,248,353 5,554,036 12,528,467 per pupil 0.78 134.07 9.90 22.71 - 158.49 135.65 - 100.64 447.74 1,009.98

Implementation Costs 231,797 2,131,212 699,655 4,900 - 569,749 796,662 - 254,987 5,874,432 10,563,394 per pupil 18.69 171.81 56.40 0.40 - 45.93 64.22 - 20.56 473.57 851.57

pupil count Total 241,436 3,794,361 822,514 286,623 - 2,535,777 2,479,341 - 1,503,340 11,428,468 23,091,861 12,404.68 Student FTE / spend per 19.46 305.88 66.31 23.11 - 204.42 199.87 - 121.19 921.30 1,861.54

Facilities 2,102,444 IT 2,834,576 Transport 2,166,078 4.5% True Overhead RateTotal Programs 265,638 196,392 515,420 (177,742) 144,675 29,042 339,196 32,608 557,365 1,987,111 3,889,705

100,389 15-16 cAct Personnel Costs 35,599,436 8,728,537 3,294,398 1,708,941 1,203,547 5,348,287 2,516,354 579,633 8,350,976 8,654,419 75,984,528 per pupil 2,869.84 703.65 265.58 137.77 97.02 431.15 202.86 46.73 673.21 697.67 6,125.47

3,789,315 Implementation Costs 1,731,030 2,013,027 1,074,984 269,981 674,858 545,087 609,634 178,923 1,174,463 8,809,380 17,081,366 per pupil 139.55 162.28 86.66 21.76 54.40 43.94 49.15 14.42 94.68 710.17 1,377.01

3,889,705 Total 37,330,465 10,741,565 4,369,382 1,978,922 1,878,406 5,893,373 3,125,989 758,556 9,525,439 17,463,798 93,065,894 12,404.68 Student FTE / spend perper pupil 3,009.39 865.93 352.24 159.53 151.43 475.09 252.00 61.15 767.89 1,407.84 7,502.48

15-16 cBud Personnel Costs 35,509,973 8,782,139 3,407,360 1,508,108 1,185,112 5,345,857 2,581,732 584,923 8,519,911 8,659,804 76,084,917 per pupil 2,862.63 707.97 274.68 121.58 95.54 430.95 208.13 47.15 686.83 698.11 6,133.57

Implementation Costs 2,086,131 2,155,818 1,477,442 293,072 837,968 576,558 883,452 206,242 1,562,893 10,791,106 20,870,682 per pupil 168.17 173.79 119.10 23.63 67.55 46.48 71.22 16.63 125.99 869.92 1,682.48

pupil count Total 37,596,104 10,937,957 4,884,802 1,801,180 2,023,080 5,922,415 3,465,184 791,165 10,082,803 19,450,909 96,955,599 12,404.68 Student FTE / spend per 3,030.80 881.76 393.79 145.20 163.09 477.43 279.34 63.78 812.82 1,568.03 7,816.05

June 23, 2016 Support Services for



• Regular monthly board report is consistent and deep, but not exceptionally long

• Designed as a reference tool to answer questions more than a ‘front-to-back’ read

• Primary cut of expense objects:Personnel costs vs. Implementation costseach measured on a per-pupil basis

• Intent to clearly and consistently identify ‘digestible’ data points that, with context and reference, become information used to manage the business.



EL PASO COUNTY SCHOOL DISTRICT 49 009 0091 2234 315 2123 2222 2232 5 515 2691

MONTHLY EXPENSE SUMMARY -GENERAL FUND: MULTI PROGRAM007 18 004 212 2213 284 249 26 4

DIRECT SPENDS BY SCHOOL LOCATION 17 008 19 005 2112 221 266 241 285 6

1791 51 0092 Preschool or 2661 School Other 231

Reg. Instruct SPED Instruct Oth Instruct Extracurr Post-Secondary Students Staff Security Admin Direct Spend TotalTotal School Locations 267,935 70,279 0093 (138,632) 144,675 3,379 69,116 32,608 460,899 1,792,842 3,000,454

Salaries 1 27,439,285 5,309,741 2,470,320 1,160,406 928,627 2,562,332 645,581 427,222 5,648,918 2,244,725 48,837,157

Benefits 2 8,148,193 1,749,321 708,530 258,728 274,920 816,028 197,870 152,411 1,503,547 753,966 14,563,514 119,094 15-16 cAct Personnel Costs 35,587,478 7,059,062 3,178,850 1,419,134 1,203,547 3,378,359 843,451 579,633 7,152,465 2,998,691 63,400,670

per pupil 2,868.88 569.06 256.26 114.40 97.02 272.35 67.99 46.73 576.59 241.74 5,111.03

Purch Svc-Prof 3 52,019 - 11,895 40,196 62,363 - - 155,855 225,990 86,133 634,451

Purch Svc-Prop 4 117,030 - 14,810 12,517 - - - - 129,131 864,763 1,138,251

Purch Svc-Other 5 91,367 1,361 45,463 14,211 54,406 400 57,463 - 119,253 327,305 711,229

Supplies 6 940,124 12,004 427,085 128,616 189,246 4,500 2,518 11 312,324 1,889,120 3,905,548

Equipment 7 259,321 - 79,390 28,025 121,320 - - 22,832 121,813 47,483 680,184

Other 8 39,395 890 7,441 10,490 247,524 - 13,293 225 57,589 16,104 392,951

Other 9 - - - - - - - - - - - 341,806 Implementation Costs 1,499,254 14,254 586,085 234,055 674,858 4,900 73,275 178,923 966,100 3,230,909 7,462,614

per pupil 120.86 1.15 47.25 18.87 54.40 0.40 5.91 14.42 77.88 260.46 601.60 460,899 pupil count Total 37,086,732 7,073,316 3,764,934 1,653,189 1,878,406 3,383,259 916,726 758,556 8,118,564 6,229,600 70,863,284

12,404.68 Student FTE / spend perper pupil 2,989.74 570.21 303.51 133.27 151.43 272.74 73.90 61.15 654.48 502.20 5,712.62 76.1%

Salaries 1 27,436,973 5,321,896 2,572,337 1,103,287 905,344 2,559,454 699,758 420,165 5,738,100 2,298,913 49,056,229

Benefits 2 8,063,360 1,797,094 712,164 123,097 279,768 820,374 199,294 164,758 1,533,458 806,855 14,500,221 15-16 cBud Personnel Costs 35,500,334 7,118,990 3,284,501 1,226,385 1,185,112 3,379,829 899,052 584,923 7,271,558 3,105,768 63,556,451 86.0%

per pupil 2,861.85 573.90 264.78 98.86 95.54 272.46 72.48 47.15 586.19 250.37 5,123.59

Purch Svc-Prof 3 60,420 159 14,403 47,131 122,550 - 803 148,534 241,352 185,057 820,407

Purch Svc-Prop 4 167,039 - 16,889 12,431 - - - - 144,475 1,048,012 1,388,846

Purch Svc-Other 5 102,252 1,452 63,423 13,862 69,690 400 65,831 - 170,217 479,569 966,698

Supplies 6 1,151,914 15,954 471,386 161,843 208,466 6,235 3,359 332 370,826 2,364,483 4,754,798

Equipment 7 247,880 5,792 188,389 30,492 176,090 175 - 56,747 284,662 59,271 1,049,498

Other 8 124,828 1,250 23,295 22,413 261,172 - 16,798 630 96,375 780,281 1,327,041

Other 9 - - - - - - - - - - - Implementation Costs 1,854,334 24,606 777,787 288,172 837,968 6,810 86,791 206,242 1,307,905 4,916,674 10,307,288 14.0%

per pupil 149.49 1.98 62.70 23.23 67.55 0.55 7.00 16.63 105.44 396.36 830.92 pupil count Total 37,354,667 7,143,596 4,062,287 1,514,557 2,023,080 3,386,638 985,843 791,165 8,579,464 8,022,441 73,863,739 12,404.68 Student FTE / spend per 3,011.34 575.88 327.48 122.10 163.09 273.01 79.47 63.78 691.63 646.73 5,954.51 76.2%

4,199.88 1,754.62 Educat Control 76.2%

June 23, 2016 Support Services for



EL PASO COUNTY SCHOOL DISTRICT 49MONTHLY EXPENSE SUMMARY -GENERAL FUND: MULTI PROGRAM

DIRECT SPENDS BY SCHOOL LOCATION Preschool or School OtherReg. Instruct SPED Instruct Oth Instruct Extracurr Post-Secondary Students Staff Security Admin Direct Spend Total

- - - - - - - - - - - % budget30 Falcon Innovation Zone 40,837 66,630 (65,844) 102,042 (3,094) 16,054 47,281 122,487 485,595 834,856 spent

Salaries 1 8,863,183 1,279,503 140,334 458,192 421,348 744,265 103,785 143,317 1,530,792 592,039 14,276,757 99%

Benefits 2 2,631,575 426,574 40,953 104,465 126,679 236,725 33,238 52,930 421,852 208,709 4,283,699 102%

15-16 cAct Personnel Costs 11,494,758 1,706,077 181,286 562,656 548,027 980,990 137,023 196,247 1,952,643 800,748 18,560,456 99%FHS per pupil 3,053.59 453.22 48.16 149.47 145.58 260.60 36.40 52.13 518.72 212.72 4,930.60

Purch Svc-Prof 3 - - - 5,972 24,299 - - 13,239 41,155 22,170 106,835 55%

Purch Svc-Prop 4 32,750 - - 8,455 - - - - 40,137 324,811 406,154 82%

Purch Svc-Other 5 17,921 1,361 - 8,583 15,051 400 11,130 - 28,501 93,915 176,862 66%

Supplies 6 267,121 3,945 - 49,306 85,971 2,296 1,570 - 32,430 562,962 1,005,601 83%

Equipment 7 39,114 - 3,990 3,173 21,738 - - 22,832 36,254 6,413 133,514 66%

Other 8 758 890 - 8,457 89,417 - - 90 11,202 555 111,370 36%

Other 9 - - - - - - - - - - - 0%

FMS Implementation Costs 357,665 6,195 3,990 83,946 236,477 2,696 12,701 36,161 189,679 1,010,825 1,940,335 72%FES per pupil 95.01 1.65 1.06 22.30 62.82 0.72 3.37 9.61 50.39 268.53 515.45 MRES pupil count Total 11,852,423 1,712,272 185,276 646,602 784,504 983,686 149,724 232,408 2,142,322 1,811,573 20,500,791 96%WHES 3,764.34 Student FTE / spend perper pupil 3,148.61 454.87 49.22 171.77 208.40 261.32 39.77 61.74 569.11 481.25 5,446.05

Salaries 1 8,845,186 1,320,087 206,759 443,670 418,528 740,554 120,687 143,967 1,608,789 594,084 14,442,310

Benefits 2 2,584,236 426,134 41,157 27,600 131,400 236,388 30,433 65,137 447,537 221,955 4,211,976 15-16 cBud Personnel Costs 11,429,421 1,746,221 247,916 471,270 549,928 976,942 151,120 209,104 2,056,326 816,039 18,654,287

per pupil 3,036.24 463.88 65.86 125.19 146.09 259.53 40.15 55.55 546.26 216.78 4,955.53

Purch Svc-Prof 3 3,150 109 - 10,439 77,846 - 803 15,159 41,155 46,659 195,320

Purch Svc-Prop 4 39,076 - - 8,454 - - - - 38,588 408,973 495,091

Purch Svc-Other 5 24,027 1,452 - 8,212 20,992 400 11,911 - 42,973 158,360 268,328

Supplies 6 314,788 4,438 - 66,394 94,556 3,075 1,945 - 37,034 693,551 1,215,782

Equipment 7 43,127 - 3,990 3,225 51,027 175 - 55,247 37,158 7,000 200,950

Other 8 21,700 890 - 12,762 92,196 - - 180 11,575 166,587 305,889

Other 9 - - - - - - - - - - - Implementation Costs 445,868 6,889 3,990 109,488 336,618 3,650 14,658 70,586 208,483 1,481,130 2,681,359

per pupil 118.45 1.83 1.06 29.09 89.42 0.97 3.89 18.75 55.38 393.46 712.31 pupil count Total 11,875,290 1,753,110 251,906 580,758 886,546 980,592 165,777 279,690 2,264,809 2,297,168 21,335,646

3,764.34 Student FTE / spend per 3,154.68 465.72 66.92 154.28 235.51 260.50 44.04 74.30 601.65 610.24 5,667.83 4,077.11 1,590.73

June 23, 2016Support Services for


D49 Student-BasedExpense Management ReportsEL PASO COUNTY SCHOOL DISTRICT 49 100% Percent of year completetd MONTHLY EXPENSE SUMMARY -GENERAL FUND: INDIVIDUAL SCHOOL LOCATION

REGULAR INSTRUCTIONAL PROGRAMS 0100 0200 0300 0400 0600 0700 0800 0900 1000 1200 1400320 ### Agriculture Art Business Distributive Foreign Lang Health Occ Phys Ed FCR Indust Arts Music Office Occupat

Vista Ridge High Consol. eFTE → - 2.8 1.0 - 3.2 - 5.4 1.0 0.6 2.1 - 15-16 cAct Personnel Costs - 223,201 48,876 - 203,322 - 298,392 45,646 33,670 106,019 -

per pupil - 159.32 34.89 - 145.13 - 212.98 32.58 24.03 75.67 - Implementation Costs - - - - - - - - - - -

per pupil - - - - - - - - - - - - 223,201 48,876 - 203,322 - 298,392 45,646 33,670 106,019 -

1,401.00 sFTE per pupil - 159.32 34.89 - 145.13 - 212.98 32.58 24.03 75.67 -

eFTE → - 3.0 2.0 - 3.5 - 5.0 1.0 - 2.0 - 15-16 cBud Personnel Costs - 220,978 49,510 - 200,942 - 298,600 45,386 82,402 106,468 -

per pupil - 157.73 35.34 - 143.43 - 213.13 32.40 58.82 75.99 - Implementation Costs - - - - - - - - - - -

per pupil - - - - - - - - - - - - 220,978 49,510 - 200,942 - 298,600 45,386 82,402 106,468 -

1,401.00 sFTE per pupil - 157.73 35.34 - 143.43 - 213.13 32.40 58.82 75.99 - 0530 0540 0560 0500 1320 1330 1340 1300 1540 1550 1500

320 Literature Composition Drama All Oth ELA Biology Phys Sci Eth/Spc Sci Oth Sci Geography History Oth SocSciVista Ridge High Consol. eFTE → - - 1.1 9.2 - - - 9.3 - - 6.4 15-16 cAct Personnel Costs - - 56,709 517,022 - - - 590,365 - - 375,891

per pupil - - 40.48 369.04 - - - 421.39 - - 268.30 Implementation Costs - - - - - - - - - - -

per pupil - - - - - - - - - - - - - 56,709 517,022 - - - 590,365 - - 375,891

1,401.00 sFTE per pupil - - 40.48 369.04 - - - 421.39 - - 268.30

eFTE → - - 1.0 10.0 - - - 10.0 - - 6.0 15-16 cBud Personnel Costs - - 57,090 519,201 - - - 583,102 - - 369,782

per pupil - - 40.75 370.59 - - - 416.20 - - 263.94 Implementation Costs - - - - - - - - - - -

per pupil - - - - - - - - - - - - - 57,090 519,201 - - - 583,102 - - 369,782

1,401.00 sFTE per pupil - - 40.75 370.59 - - - 416.20 - - 263.94 1110 1140 1150 1160 1100 ` 0010 0020 0030 All Other Total

320 Algebra Comp Math Gen Math Geometry All Oth Math Tech Ed Comput Gen ES Gen MS Gen HS Regular Instruct Regular InstructVista Ridge High Consol. eFTE → - - - - 8.3 - - - 1.8 0.9 52.9 15-16 cAct Personnel Costs - - - - 388,924 - - - 208,860 4,226 3,101,124

per pupil - - - - 277.60 - - - 149.08 3.02 2,213.51 sFTE / eFTE PC$ / eFTE Implementation Costs - - - - - - - - 174,280 2,760 177,040

26.47 58,600.22 per pupil - - - - - - - - 124.40 1.97 126.37 - - - - 388,924 - - - 383,140 6,986 3,278,164

1,401.00 sFTE per pupil - - - - 277.60 - - - 273.48 4.99 2,339.87

eFTE → - - - - 9.1 - - - 2.0 2.0 56.6 15-16 cBud Personnel Costs - - - - 344,079 - - - 158,507 3,561 3,039,607

per pupil - - - - 245.60 - - - 113.14 2.54 2,169.60 sFTE / eFTE PC$ / eFTE Implementation Costs - - - - - - - - 195,806 3,367 199,172

24.74 53,674.86 per pupil - - - - - - - - 139.76 2.40 142.16 - - - - 344,079 - - - 354,313 6,927 3,238,780

1,401.00 sFTE per pupil - - - - 245.60 - - - 252.90 4.94 2,311.76

Total Costs

Total Costs

June 23, 2016

Total Costs

Total Costs

Total Costs

Total Costs


D49 Student-BasedExpense Management ReportsEL PASO COUNTY SCHOOL DISTRICT 49MONTHLY EXPENSE SUMMARY -GENERAL FUND: MULTI PROGRAM

PERSONNEL COSTS BY SCHOOL LOCATION - TOTAL & PER PUPIL Preschool or School OtherReg. Instruct SPED Instruct Oth Instruct Extracurr Post-Secondary Students Staff Security Admin Direct Spend Total

15-16 cAct SFTEzone

132 Falcon ElementaryPersonnel Costs 291.26 30 939,326 347,182 - 541 - 82,272 14,538 - 186,212 82,592 1,652,663 3 1

134 M eridian Ranch ElementaryPersonnel Costs 675.22 30 2,071,468 348,434 67,215 539 25,706 111,815 - 4,840 317,722 112,667 3,060,406 3 6

137 Woodmen Hills ElementaryPersonnel Costs 656.36 30 2,390,681 341,191 2,750 1,732 54,109 128,461 13,549 6,028 319,049 97,415 3,354,964 4 1

220 Falcon M iddle Consol.Personnel Costs 907.00 30 2,826,149 299,792 28,215 119,448 - 300,929 31,744 83,979 392,622 182,841 4,265,719 4 6

310 Falcon High Consol.Personnel Costs 1,234.50 30 3,267,133 360,700 28,215 440,397 468,212 357,513 27,227 101,401 385,767 322,858 5,759,423 5 1

530 Falcon Zone LevelPersonnel Costs 3,764.34 30 - 8,779 54,890 - - - 49,966 - 351,272 2,375 467,282 5 6

131 Evans ElementaryPersonnel Costs 617.78 31 1,921,091 259,770 77,314 752 - 107,531 74,551 3,627 278,034 131,737 2,854,407 6 1

135 Remington ElementaryPersonnel Costs 528.10 31 1,906,823 285,621 56,351 4,571 9,523 111,935 85,148 6,212 249,089 123,680 2,838,953 6 6

138 Springs Ranch ElementaryPersonnel Costs 511.48 31 1,954,252 565,627 74,724 541 48,456 113,126 70,310 10,551 246,387 126,535 3,210,508 7 1

225 Horizon M iddle Consol.Personnel Costs 649.50 31 2,275,413 497,846 53,376 113,051 - 183,297 109,030 44,283 364,952 151,593 3,792,840 7 6

315 Sand Creek High Consol.Personnel Costs 1,266.50 31 3,480,837 723,684 73,196 308,237 151,299 427,239 26,626 80,237 453,639 307,399 6,032,393 8 1

531 Sand Creek Zone LevelPersonnel Costs 3,573.36 31 15,503 10,852 - 1,484 - - 86,360 - 242,019 70,273 426,492 8 6

136 Ridgeview ElementaryPersonnel Costs 684.62 32 2,171,532 457,206 96,980 540 41,210 120,556 94,824 13,631 303,000 132,783 3,432,263 9 1

139 Stetson ElementaryPersonnel Costs 507.52 32 1,868,952 580,757 105,560 522 39,063 101,321 15,638 13,035 292,713 121,294 3,138,856 9 6

140 Odyssey ElementaryPersonnel Costs 508.00 32 1,983,488 375,118 93,748 541 7,961 110,736 16,150 11,701 247,630 105,713 2,952,787 10 1

230 Skyview M iddle Consol.Personnel Costs 1,127.00 32 3,249,236 812,233 121,164 91,507 - 327,938 16,311 77,591 450,703 229,588 5,376,271 10 6

320 Vista Ridge High Consol.Personnel Costs 1,401.00 32 3,101,124 567,258 163,017 334,731 285,405 517,075 24,563 99,698 531,518 378,361 6,002,750 111

532 Vista Ridge Zone LevelPersonnel Costs 4,228.14 32 7,983 10,852 - - - - 86,918 - 431,911 69,803 607,468 116

464 Springs Studio for Academic ExcellencePersonnel Costs 517.06 35 133,694 163,718 870,544 - - 162,398 - - 286,004 41,591 1,657,948 6

522 iConnect Zone LevelPersonnel Costs 838.84 35 - - - - - - - - 485,122 - 485,122 2 6

525 Falcon Homeschool ProgramPersonnel Costs 121.28 35 - - 287,409 - - 11,589 - - 71,889 16,237 387,124 16

510 Patrio t Learning CenterPersonnel Costs 200.50 35 22,793 42,444 814,671 - 72,602 102,629 - 22,819 265,211 121,783 1,464,953 1

595 Other Programs: Excel (503); READ Act Camps (505), Summer School (501), Creekside Success Center (540)Personnel Costs 12,404.68 35 - - 109,507 - - - - - - 69,573 179,080 2 1

340 Pikes Peak Early CollegePersonnel Costs 0.00 35 - - - - - - - - - - - 11

132 Falcon ElementaryPersCost / sFTE 291.26 30 3,225.04 1,192.00 - 1.86 - 282.47 49.91 - 639.33 283.57 5,674.19 3 2

134 M eridian Ranch ElementaryPersCost / sFTE 675.22 30 3,067.84 516.03 99.55 0.80 38.07 165.60 - 7.17 470.55 166.86 4,532.46 3 7

137 Woodmen Hills ElementaryPersCost / sFTE 656.36 30 3,642.33 519.82 4.19 2.64 82.44 195.72 20.64 9.18 486.09 148.42 5,111.47 4 2

220 Falcon M iddle Consol.PersCost / sFTE 907.00 30 3,115.93 330.53 31.11 131.70 - 331.78 35.00 92.59 432.88 201.59 4,703.11 4 7

310 Falcon High Consol.PersCost / sFTE 1,234.50 30 2,646.52 292.18 22.86 356.74 379.27 289.60 22.06 82.14 312.49 261.53 4,665.39 5 2

530 Falcon Zone LevelPersCost / sFTE 3,764.34 30 - 2.33 14.58 - - - 13.27 - 93.32 0.63 124.13 5 7

131 Evans ElementaryPersCost / sFTE 617.78 31 3,109.67 420.49 125.15 1.22 - 174.06 120.68 5.87 450.05 213.24 4,620.43 6 2

135 Remington ElementaryPersCost / sFTE 528.10 31 3,610.72 540.85 106.71 8.65 18.03 211.96 161.23 11.76 471.67 234.20 5,375.79 6 7

138 Springs Ranch ElementaryPersCost / sFTE 511.48 31 3,820.78 1,105.86 146.09 1.06 94.74 221.17 137.46 20.63 481.71 247.39 6,276.90 7 2

225 Horizon M iddle Consol.PersCost / sFTE 649.50 31 3,503.33 766.51 82.18 174.06 - 282.21 167.87 68.18 561.90 233.40 5,839.63 7 7

315 Sand Creek High Consol.PersCost / sFTE 1,266.50 31 2,748.39 571.40 57.79 243.38 119.46 337.34 21.02 63.35 358.18 242.72 4,763.04 8 2

531 Sand Creek Zone LevelPersCost / sFTE 3,573.36 31 4.34 3.04 - 0.42 - - 24.17 - 67.73 19.67 119.35 8 7

136 Ridgeview ElementaryPersCost / sFTE 684.62 32 3,171.88 667.82 141.66 0.79 60.19 176.09 138.51 19.91 442.58 193.95 5,013.38 9 2

139 Stetson ElementaryPersCost / sFTE 507.52 32 3,682.52 1,144.30 207.99 1.03 76.97 199.64 30.81 25.68 576.75 238.99 6,184.69 9 7

140 Odyssey ElementaryPersCost / sFTE 508.00 32 3,904.50 738.42 184.54 1.06 15.67 217.99 31.79 23.03 487.46 208.10 5,812.57 10 2

230 Skyview M iddle Consol.PersCost / sFTE 1,127.00 32 2,883.08 720.70 107.51 81.20 - 290.98 14.47 68.85 399.91 203.72 4,770.43 10 7

320 Vista Ridge High Consol.PersCost / sFTE 1,401.00 32 2,213.51 404.89 116.36 238.92 203.72 369.08 17.53 71.16 379.38 270.07 4,284.62 112

532 Vista Ridge Zone LevelPersCost / sFTE 4,228.14 32 1.89 2.57 - - - - 20.56 - 102.15 16.51 143.67 117

464 Springs Studio for Academic ExcellencePersCost / sFTE 517.06 35 258.57 316.63 1,683.64 - - 314.08 - - 553.13 80.44 3,206.49 7

522 iConnect Zone LevelPersCost / sFTE 838.84 35 - - - - - - - - 578.32 - 578.32 2 7

525 Falcon Homeschool ProgramPersCost / sFTE 121.28 35 - - 2,369.80 - - 95.56 - - 592.75 133.88 3,191.99 17

510 Patrio t Learning CenterPersCost / sFTE 200.50 35 113.68 211.69 4,063.20 - 362.11 511.87 - 113.81 1,322.75 607.40 7,306.50 2

595 Other Programs: Excel (503); READ Act Camps (505), Summer School (501), Creekside Success Center (540)PersCost / sFTE 12,404.68 35 - - 8.83 - - - - - - 5.61 14.44 2 2

340 Pikes Peak Early CollegePersCost / sFTE 0.00 35 - - - - - - - - - - - 12

June 23, 2016Support Services for


Student-Based Financial Management

How do we know the budget is right?


D49 Student-BasedFinancial Management



EL PASO COUNTY SCHOOL DISTRICT 49School / Student-Based Funding Calculation : Gross & Normalized Result - Four Category Distribution

16-17 pBud 15-16 oBud 14-15 cAct

Falcon Zone (1) Regular Personnel 4,981.50 4,991.89 84.3% (253.59) 4,683.92 4,738.30 85.7% (222.19) 4,407.18 4,516.11 84.8%Sand Creek Zone Costs 5,497.44 5,146.15 86.9% (270.43) 5,308.74 4,875.72 88.2% (416.74) 4,916.96 4,458.98 86.6%POWER Zone 5,141.68 4,989.90 84.3% (338.63) 4,773.54 4,651.27 84.1% (160.59) 4,629.00 4,490.68 84.2%iConnect Zone 5,000.09 5,190.14 87.7% (622.06) 4,235.13 4,568.08 82.6% 89.77 4,475.57 4,657.85 88.9%

Falcon Zone (2) Educational Program 370.00 421.77 7.1% (99.07) 237.75 322.70 5.8% 41.26 301.75 363.96 6.8%Sand Creek Zone Implementation 325.33 323.03 5.5% (150.83) 251.04 172.20 3.1% 105.43 270.68 277.63 5.4%POWER Zone Costs 325.47 489.72 8.3% (17.84) 260.81 471.88 8.5% (30.45) 276.34 441.43 8.3%iConnect Zone 1,631.01 457.29 7.7% 194.57 1,638.48 651.86 11.8% (325.93) 1,445.24 325.93 6.2%

Falcon Zone (3) Building Operational 318.70 338.03 5.7% (48.48) 309.73 289.55 5.2% 5.68 307.55 295.23 5.5%Sand Creek Zone Costs 297.88 301.29 5.1% 16.96 308.89 318.25 5.8% (40.22) 286.73 278.03 5.4%POWER Zone 279.11 304.50 5.1% (30.31) 279.28 274.19 5.0% 7.79 267.95 281.98 5.3%iConnect Zone 246.18 271.62 4.6% 35.84 310.79 307.46 5.6% (49.79) 235.03 257.67 4.9%

Falcon Zone (4) Extracurricular 137.25 137.25 2.3% 13.12 150.37 150.37 2.7% (28.94) 121.43 121.43 2.3%Sand Creek Zone Personnel Costs 131.93 131.93 2.2% 12.89 144.82 144.82 2.6% (26.82) 118.00 118.00 2.3%POWER Zone 109.40 109.40 1.8% 5.40 114.80 114.80 2.1% (16.31) 98.49 98.49 1.8%iConnect Zone - - 0.0% - - - 0.0% - - - 0.0%

Falcon Zone - Extracurricular 30.11 30.11 0.5% (3.63) 26.48 26.48 0.5% 0.16 26.64 26.64 0.5%Sand Creek Zone Implementation 16.65 16.65 0.3% (0.25) 16.40 16.40 0.3% (1.51) 14.89 14.89 0.3%POWER Zone Costs 25.53 25.53 0.4% (10.27) 15.26 15.26 0.3% 7.72 22.98 22.98 0.4%iConnect Zone - - 0.0% - - - 0.0% - - - 0.0%

76,923,493.14 75,212,875.68 71,788,758.76 70,265,545.18 67,351,181.29 65,723,015.85

Falcon Zone - Subtotal 5,837.56 5,919.05 - (391.65) 5,408.25 5,527.40 (11) (204.04) 5,164.54 5,323.36 (198,798)

Sand Creek Zone 6,053.67 DSAS 6,269.23 5,919.05 - (391.66) 6,029.89 5,527.39 25 (379.86) 5,607.25 5,147.53 440,670

POWER Zone (134.62) DistSpSv 5,881.19 5,919.05 - (391.65) 5,443.69 5,527.40 (12) (191.83) 5,294.77 5,335.57 (267,927)

iConnect Zone 5,919.05 NormTarget 6,877.28 5,919.05 - (391.65) 6,184.40 5,527.40 (3) (285.95) 6,155.83 5,241.45 26,055

Normalized = DSAS - Dist Spec Svc 5,919.05 Avg. Norm PPEx 5,527.40 Avg. Norm PPEx 5,271.86 Avg. Norm PPEx- 1,710,617.47 434,632.23 1,957,826.49 - 1,628,165.44

Falcon Zone - Cumulative - (81.49) -1.4% (72.31) 109.97 (9.18) -0.2% 149.63 - (158.82) -3.1%Sand Creek Zone Normalizations - 350.18 5.6% 152.32 (0.01) 502.49 8.3% (42.77) - 459.72 8.2%POWER Zone - (37.86) -0.6% 45.86 (0.01) (83.72) -1.5% (42.92) - (40.80) -0.8%iConnect Zone - 958.22 13.9% (301.24) (0.02) 656.98 10.6% 257.40 - 914.38 14.9%

76,923,493.14 76,923,493.14 72,223,390.99 72,223,371.67 67,351,181.29 67,351,181.29

April 30, 2016

NormalizedGrossGross Normalized Norm % of Total

Norm PP Change

Norm % of Total

Gross Normalized Norm % of Total

Norm PP Change



76,923,493.14 75,212,875.68

Falcon Zone - Subtotal 5,837.56 5,919.05 Sand Creek Zone 6,053.67 DSAS 6,269.23 5,919.05 POWER Zone (134.62) DistSpSv 5,881.19 5,919.05 iConnect Zone 5,919.05 NormTarget 6,877.28 5,919.05

Normalized = DSAS - Dist Spec Svc 5,919.05



• Our ‘Kung Fu’ – the long awaited revenueformula calculates:

– Normalized & Equitable Financial Resource available for each zone

through– Four permanent and three temporary

normalizations.



EL PASO COUNTY SCHOOL DISTRICT 49School / Student-Based Funding Calculation : Base -w/ Permanent Normalizations

0 16-17 pBud Chg. B/(W) % Chg. B/(W) $ 15-16 oBud Chg. B/(W) % Chg. B/(W) $ 14-15 cActTotal Program Formula Revenue 1 7,121.26 3.0% 206.27 6,914.99 2.4% 160.34 6,754.65

All Other General Fund Revenue 596.02 49.7% 197.98 398.04 -11.0% (48.98) 447.02 Change in Fund Balance [ draw down / (build) ] 199.52 199.52 - 164.93 (164.93)

Total Funds Available 7,916.79 8.3% 603.76 7,313.03 3.9% 276.29 7,036.74 Indirect Cost Allocation - % PPR % PPR % PPR

Internal Vendor Groups: Facilities & Maintenance (170.90) 2.4% (17.26) (153.64) 2.2% 6.86 (160.50) 2.4%Transportation (175.02) 2.5% (18.16) (156.86) 2.3% (4.87) (151.99) 2.3%Information Technology (229.56) 3.2% 25.55 (255.11) 3.7% (31.19) (223.92) 3.3%

Internal Service Groups: Special Services (617.90) 8.7% (216.08) (401.82) 5.8% 82.59 (484.41) 7.2%Education Services (328.86) 4.6% 51.13 (379.99) 5.5% (82.63) (297.36) 4.4%Central Services (340.87) 4.8% % PPR (22.48) (318.39) 4.6% % PPR (2.30) (316.09) 4.7% % PPR

(1,863.12) 26.2% (1,665.81) 24.1% (1,634.27) 24.2%6,053.67 85.0% 406.45 5,647.22 81.7% 244.76 5,402.46 80.0%

197.0% 152.6%Normalization Adjustments: Permanent and Strategic Normalizations

- Programatic & Organizationalsal portion annualized issues annualized issues recast sal portion

30 Falcon Zone CTE, ROTC 1 904,800 236.25 (55.63) 714,000 180.62 4.35 184.96 714,000 VocEd

31 Sand Creek Zone IB, ROTC 1 1,039,650 285.24 (41.45) 851,400 243.78 (3.57) 240.22 851,400 IB

32 POWER Zone STEM 1 578,100 134.95 (55.56) 345,200 79.39 2.70 82.08 345,200 STEM

35 iConnect Zone PLC & Oth 1 1,308,400 1,379.90 (104.87) 1,170,800 1,275.03 91.45 1,366.48 1,170,800 PLC &- 3,830,950 3,081,400 - 3,081,400

- Utility Constraints recast

30 Falcon Zone 12.34 6.65 18.99 11.88 (6.67) 12.32 31 Sand Creek Zone off of 10.44 5.41 off of 15.85 15.37 (7.15) off of 8.70 32 POWER Zone 181.46 (12.32) 8.67 185.18 (20.99) (16.67) (6.96) 170.31 (14.03) 35 iConnect Zone 105.00% (34.35) 8.34 105.00% (42.69) (30.70) (20.05) (22.64)

175.37 - Employee Benefits

30 Falcon Zone (28.82) (83.81) 54.99 (60.37) 110.99 (56.00) 31 Sand Creek Zone off of 66.52 80.38 off of 146.90 115.34 (71.55) off of 75.35 32 POWER Zone 1,094.28 10.20 35.21 1,002.37 (25.01) (5.60) (34.35) 1,072.05 9.34 35 iConnect Zone 102.00% (185.38) 18.16 102.00% (203.54) (152.25) (98.27) (105.27)

1,072.38 - Distributed Special Svcs

530 Falcon Zone (30.35) (6.38) (23.97) (32.73) 8.17 (32.14) 531 Sand Creek Zone off of 27.84 1.55 off of 29.39 34.14 (0.97) off of 28.42 532 POWER Zone 134.62 16.82 (5.95) 119.82 10.87 14.27 5.36 130.60 16.23 522 iConnect Zone 102.50% (60.42) (0.33) 102.50% (60.09) (56.53) (7.65) (52.44)

Direct Spend Available to Schools (DSAS)

annualized issues

April 30, 2016



0 16-17 pBud Chg. B/(W) % Chg. B/(W) $

Total Program Formula Revenue 1 7,121.26 3.0% 206.27 All Other General Fund Revenue 596.02 49.7% 197.98 Change in Fund Balance [ draw down / (build) ] 199.52 199.52

Total Funds Available 7,916.79 8.3% 603.76 Indirect Cost Allocation - % PPR

Internal Vendor Groups: Facilities & Maintenance (170.90) 2.4% (17.26) Transportation (175.02) 2.5% (18.16) Information Technology (229.56) 3.2% 25.55

Internal Service Groups: Special Services (617.90) 8.7% (216.08) Education Services (328.86) 4.6% 51.13 Central Services (340.87) 4.8% % PPR (22.48)

(1,863.12) 26.2%6,053.67 85.0% 406.45

197.0%Direct Spend Available to Schools (DSAS)



Normalization Adjustments: Permanent and Strategic Normalizations - Programatic & Organizational

sal portion annualized issues

30 Falcon Zone CTE, ROTC 1 904,800 236.25 31 Sand Creek Zone IB, ROTC 1 1,039,650 285.24 32 POWER Zone STEM 1 578,100 134.95 35 iConnect Zone PLC & Oth 1 1,308,400 1,379.90

- 3,830,950 - Utility Constraints

30 Falcon Zone 12.34 31 Sand Creek Zone off of 10.44 32 POWER Zone 181.46 (12.32) 35 iConnect Zone 105.00% (34.35)

- Employee Benefits30 Falcon Zone (28.82) 31 Sand Creek Zone off of 66.52 32 POWER Zone 1,094.28 10.20 35 iConnect Zone 102.00% (185.38)

- Distributed Special Svcs530 Falcon Zone (30.35) 531 Sand Creek Zone off of 27.84 532 POWER Zone 134.62 16.82 522 iConnect Zone 102.50% (60.42)


D49 Student-BasedFinancial ManagementFALCON SCHOOL DISTRICT 49 131.28

School / Student-Based Funding Calculation : Run Rate -w/ Temporary Normalizations

16-17 pBud Chg 15-16 oBud Chg 14-15 cAct3,830,950.00 3,516,095.75 3,081,400.00

Subtotal - Run Rate Target 80,754,443.14 75,304,855.25 70,432,606.18

Falcon Zone 189.41 6,243.09 (365.24) 230.63 5,877.85 5,746.62 (366.23) 109.15 5,511.62 Sand Creek Zone 390.05 6,443.72 (360.57) 435.92 6,083.14 6,055.86 (327.99) 352.69 5,755.15 POWER Zone 149.65 6,203.32 (511.84) 44.26 5,691.48 5,718.61 (195.39) 93.63 5,496.09 iConnect Zone 1,099.75 7,153.42 (537.49) 968.71 6,615.93 6,682.77 (27.35) 1,186.12 6,588.59

Normalizations (cont.) Temporary Normalizations

- Salary subsidiesFalcon Zone (85.84) 9.41 (95.25) (122.44) 56.15 (151.40) Sand Creek Zone off of 122.30 14.60 off of 136.90 264.03 86.70 off of 223.60 POWER Zone 2,061.00 (9.86) (26.44) 2,100.60 16.58 (50.19) 34.44 3,663.96 (17.86) iConnect Zone 75.00% (78.87) 110.28 75.00% (189.15) (239.42) (33.98) (155.17)

2,694.90 - School Size & Administration

Falcon Zone - - (21.98) - - - Sand Creek Zone off of - - off of 52.24 - - - POWER Zone 0.00 - - 0.00 (21.98) - - - iConnect Zone 22.50% - - 90.00% - - - -

- At-Risk Adjustments FRL Attendance SRD # avg.compFalcon Zone 21% 95.7% 80 40.46 154,973 - - - - Sand Creek Zone 38% 95.0% 127 63.36 230,927 - - - - POWER Zone 30% 96.2% 151 47.88 205,134 - - - - iConnect Zone 15% 96.4% 130 162.87 154,435 - - - -

$2,981.9 25.0% $745.5 745,468 - Net Normalization Coverage

Falcon Zone (360.15) (117.75) (242.40) (46.73) (195.67) Sand Creek Zone (360.15) (360.15) (117.75) (242.40) (242.40) 129.10 (247.17) (371.50) POWER Zone (360.15) (117.75) (242.40) (58.94) (183.46) iConnect Zone (360.15) (117.75) (242.40) 35.18 (277.58)

0.0% 12,706.91 - 12,712.23 434,612.17 12,466.76 (24.89)

Total - Resource Available SFTE 76,923,493.14 6,053.67 114% SFTE 72,223,371.67 5,681.41 SFTE 67,351,181.29 5,402.46

Falcon Zone -3.1% 3,829.92 5,837.56 (216.11) (319.35) 3,953.16 5,518.22 (129.00) (353.67) 3,860.20 5,164.54 (237.92) Sand Creek Zone 4.4% 3,644.87 6,269.23 215.55 (239.34) 3,492.43 6,029.88 382.66 (422.63) 3,544.26 5,607.25 204.79 POWER Zone -1.5% 4,283.94 5,881.19 (172.48) (437.51) 4,348.39 5,443.68 (203.54) (148.91) 4,205.50 5,294.77 (107.70)

iConnect Zone 3.3% 948.18 6,877.28 823.60 (692.89) 918.25 6,184.38 537.16 (28.55) 856.80 6,155.83 753.37

annualized issues annualized issues

annualized issues annualized issues

annualized issues

annualized issues

April 30, 2016



16-17 pBud3,830,950.00

Subtotal - Run Rate Target 80,754,443.14

Falcon Zone 189.41 6,243.09 Sand Creek Zone 390.05 6,443.72 POWER Zone 149.65 6,203.32 iConnect Zone 1,099.75 7,153.42

Normalizations (cont.) Temporary Normalizations

- Salary subsidiesFalcon Zone (85.84) Sand Creek Zone off of 122.30 POWER Zone 2,061.00 (9.86) iConnect Zone 75.00% (78.87)

- At-Risk Adjustments FRL Attendance SRD # avg.compFalcon Zone 21% 95.7% 80 40.46 Sand Creek Zone 38% 95.0% 127 63.36 POWER Zone 30% 96.2% 151 47.88 iConnect Zone 15% 96.4% 130 162.87

$2,981.9 25.0% $745.5

Total - Resource Available SFTE 76,923,493.14

Falcon Zone -3.1% 3,829.92 5,837.56 Sand Creek Zone 4.4% 3,644.87 6,269.23 POWER Zone -1.5% 4,283.94 5,881.19 iConnect Zone 3.3% 948.18 6,877.28



• Points of process:– Normalizations are measured & quantified,

then presented to Leadership Team for debate and negotiation.

– Finance Presents multi-focal looks to understand the result• Reconciliations, bridges, walk-forwards, builds

– DAAC Bud Sub is included & involved through a specific role in the annual process.



EL PASO COUNTY SCHOOL DISTRICT 49 134.62 119.82 79.10

School / Student-Based Funding Calculation : Gross & Normalized Results 134.62 119.83 254.94

134.62 119.82 66.89

134.62 119.82 161.01

904,800.00 1,039,650.00 578,100.00 1,308,400.00 All Other Distributed NetsFTE % Fzone SCzone POWER iConnect Net Effect Norms Spec Svc Norm Normalization R/V holder

Falcon Zone 30.1% 632,089.26 (313,355.13) (174,241.91) (394,357.57) (249,865.36) 399,340.68 (312,100.57) (1,189,345.89)

Sand Creek Zone 28.7% (259,534.41) 741,434.98 (165,823.21) (375,303.74) (59,226.39) 592,167.48 1,276,345.90 1,096,030.21

POWER Zone 33.7% (305,039.23) (350,501.80) 383,202.59 (441,106.68) (713,445.12) 648,753.63 (162,198.41) (681,989.82)

iConnect Zone 7.5% (67,515.62) (77,578.04) (43,137.47) 1,210,768.00 1,022,536.87 70,355.68 908,570.54 775,305.50

Net Total - - - - - - 1,710,617.47 1,710,617.47 -

45.49

sFTE= 3,829.92 sFTE= 3,644.87 sFTE= 4,283.94 sFTE= 948.18

per pupil total $ per pupil total $ per pupil total $ per pupil total $

Normalized Resource Available 5,919.05 22,669,495 5,919.05 21,574,193 5,919.05 5,919.05 5,612,338 Avg. Distributed Special Ed 134.62 515,588 134.62 490,677 134.62 576,708 134.62 127,645 Direct Spend Available to Schools 6,053.67 23,185,083 6,053.67 22,064,869 6,053.67 6,053.67 5,739,984

Programmatic / Org Norms In 236.25 904,800 285.24 1,039,650 134.95 578,100 1,379.90 1,308,400 Utility Norms 12.34 47,271 10.44 38,066 (12.32) (52,766) (34.35) (32,571) Employee Benefit Norms (28.82) (110,382) 66.52 242,461 10.20 43,696 (185.38) (175,775) Spec. Distributed Special Ed (30.35) (116,247) 27.84 101,491 16.82 72,046 (60.42) (57,290) Run Rate Target 12,296.76 23,910,524 12,497.39 23,486,538 12,256.99 13,207.10 6,782,748

Salary level inertia Norms (85.84) (328,749) 122.30 445,781 (9.86) (42,248) (78.87) (74,784) Admin size vs. School size Norms - - - - - - - - Programmatic / Org Norms Out (301.49) (1,154,665) (301.49) (1,098,876) (301.49) ######## (301.49) (285,863) Other Net Norms Coverage (18.20) (69,715) 4.69 17,096 (10.78) (46,189) 104.21 98,809 16-17 pBud Gross Resource Available 5,837.56 22,357,394 6,269.23 22,850,539 5,881.19 6,877.28 6,520,909

less: Distributed Special Ed (104.27) (399,341) (162.47) (592,167) (151.44) (648,754) (74.20) (70,356) 16-17 pBud Controlled Resource Available 5,733.29 21,958,054 6,106.76 22,258,371 5,729.75 6,803.08 6,450,553

change from prior 958,474 4.6% 1,763,036 8.6% 1,492,103 6.5% 838,694 15-16 oBud Controlled Resource Available 20,999,579 20,495,335 5,611,860

15-16 oBud Distributed Special Ed 96.15 380,098 161.39 563,634 142.00 617,493 72.93 66,966 15-16 oBud Gross Resource Available 21,379,678 21,058,969 5,678,825

change from prior 543,008 1,791,589 1,523,426 842,098

25,356,850

25,933,558

24,545,898

23,053,794

16-17 pBud Programmatic & Organizational Normalization Effects

(461,575.89) 743,404.81

Budget Build

(97,506.91) (184,322.01)

Falcon Zone Sand Creek Zone POWER Zone iConnect Zone

25,194,651

16-17 pBud

23,671,287

26,574,634



EL PASO COUNTY SCHOOL DISTRICT 49School / Student-Based Funding Calculation : Gross & Normalized Results

Projected results bridge from current year budget

15-16 oBud sFTE= 3,953.16 15-16 oBud sFTE= 3,492.43 15-16 oBud sFTE= 4,348.39 15-16 oBud sFTE= 918.2516-17 pBud sFTE= 3,829.92 16-17 pBud sFTE= 3,644.87 16-17 pBud sFTE= 4,283.94 16-17 pBud sFTE= 948.18

sFTE Chg = (123.24) sFTE Chg = 152.44 sFTE Chg = (64.45) sFTE Chg = 29.93-3.1% 4.4% -1.5% 3.3%

per pupil total $ per pupil total $ per pupil total $ per pupil total $Total Resource Available 5,518.22 21,814,387 6,029.88 21,058,949 5,443.68 6,184.38 5,678,811

Change in Program FundingRate 199.84 789,998 215.27 751,828 203.21 883,648 212.99 195,581 Volume (215.48) (851,839) 301.71 1,053,689 (102.45) (445,497) 225.31 206,890 Mix

Change in Fund Balance 199.43 788,391 199.43 696,506 199.43 867,213 199.43 183,129 Change in All Other Income 197.73 781,655 197.73 690,555 197.73 859,803 197.73 181,565

Change in Internal Vendor Groups (9.64) (38,105) (9.64) (33,664) (9.64) (41,915) (9.64) (8,851) Change in Internal Service Groups (186.89) (738,819) (186.89) (652,712) (186.89) (812,685) (186.89) (171,615)

Mix Variance to DSAS - - - - Gross Spend Available to Schools 5,703.20 22,545,666 6,747.49 23,565,152 5,745.07 6,823.32 6,265,511

Change in 48.27 190,800 53.90 188,250 53.56 232,900 149.85 137,600 Change in (7.03) (27,800) (4.95) (17,289) 8.86 38,507 7.22 6,629 Change in (82.91) (327,767) (77.48) (270,577) 35.06 152,449 12.12 11,126 Change in (5.44) (21,490) (0.33) (1,152) 5.70 24,779 (2.30) (2,112)

Mix Variance Perm/Org Norms - - - - Run Rate Spend Level 5,656.09 22,359,410 6,718.64 23,464,385 5,848.24 6,990.20 6,418,753

Change in - Salary subsidies 12.09 47,789 (9.26) (32,332) (26.30) (114,344) 107.71 98,903 Change in - School Size & Administration 21.98 86,890 (52.24) (182,445) 21.98 95,578 - - Change in - At-Risk Adjustments FRL 39.20 154,973 66.12 230,927 47.17 205,134 168.18 154,435 Change in - Net Normalization Coverage (106.52) (421,107) (133.47) (466,143) (112.41) (488,818) (129.49) (118,906)

Mix Variance Temporary Norms (214.73) 129,439 320.57 (163,854) (102.51) 66,676 259.33 (32,276) Total Resource Available 5,837.56 22,357,394 6,269.23 22,850,539 5,881.19 6,877.28 6,520,909

Aggregate Change from 15-16 oBud 543,008 1,791,589 1,523,426 842,098

Aggregate Change from 15-16 cBud 1,022,261 181,575 521,759

iConnect Zone

1,355,874

16-17 pBud

15-16 oBud 23,671,225

24,981,792

25,194,651

25,430,427

Falcon Zone Sand Creek Zone POWER Zone



• Coming soon:– Academic results brought along-side financial

results for true performance measurement• Next Generation:

– The next logical step(s) including?:• Compensation improvements with enhanced

statistical drivers to reflect priorities & market realities

• Next Gen II:– Frequency & Longer Term:

• 1x year -> 2x year; One year -> Two years +

changing public education school district 49 – falcon el ... · changing public education school...

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