2008-09 BUDGET DEVELOPMENT2008-09 BUDGET DEVELOPMENT

RE-ALIGNMENT OF CATEGORICAL RE-ALIGNMENT OF CATEGORICAL

FUNDS TO MEET GOALSFUNDS TO MEET GOALS

LODI UNIFIED SCHOOL DISTRICTBusiness Services

Y:\business services\budget\2008-09\adjusted\meetings\B08-05-08\Categorical Goals Update B08-05-08.ppt

Prepared By:Dr. Odie DouglasDouglas BargeCarrie Hargis

Board of Education Meeting – August 5, 2008

EXECUTIVE SUMMARYEXECUTIVE SUMMARYIn times of budget reductions, it is necessary to review all funding sources available to a District in order to achieve maximum results.

District staff embarked on a process this spring to identify District goals and ways in which the costs could be funded.

This report is a summary of those efforts and includes strategies to meet the needs of the District utilizing Categorical resources.

TABLE OF CONTENTSTABLE OF CONTENTSDESCRIPTION PAGE #

A. Introduction 1B. Process 2C. Outcome 3D. Funding 4E. On-Going Costs 5F. One-Time Costs 6G. Next Steps 7

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INTRODUCTIONINTRODUCTIONIn light of budget reductions and the

need to meet District goals the use of Categorical funds were reviewed

The goal of the process was to identify needs◦ Must Do’s◦ May Do’s◦ Desirables

Applicable Categorical funds were analyzed for alignment to the goals

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PROCESSPROCESSThe process began in the Spring of

2008

A committee of key District staff was developed to:◦Identify District Goals ◦Prioritize the Goals

A sub-committee reviewed available funding and identified appropriate funding sources

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OutcomeThe following goals were

identified as top priorities

◦ Benchmark Assessments ◦ Education Support Services

◦ AVID ◦ Arts & Music Block Grant◦ Secondary Counseling (VAPA) ◦ Secondary Intervention ◦ Technology Teachers ◦ English Language (Staffing, ◦ 7th Grade Orientation Professional Development &

Various)

◦ Professional Development ◦ Textbooks

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FundingThe following Categorical funds were

identified as sources:

◦ District Program Improvement ◦ AB1802 Supplemental◦ Economic Impact Aid-Limited Counseling English Proficient ◦ Arts & Music Block Grant ◦ Economic Impact Aid-State (VAPA On-Going) Compensatory Education ◦ Title I-Basic Low Income ◦ English Language Acquisition ◦ Title II- Teacher Quality Program ◦ Title III-Immigrant Education◦ Mega Re-Direction Funds ◦ Title III-Limited English ◦ School & Library Block-Library Proficiency◦ School & Library Block-School ◦ Title V-Innovative Education Improvement Program ◦ Koalty Kids

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ON-GOING COSTSON-GOING COSTS

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DIST. PI/ARE $244,806 $244,806EIA-LEP $56,280 $3,375,966 $3,432,246EIA-SCE $75,700 $590,237 $10,500 $610,140 $1,000 $1,287,577ELAP $30,000 $194,725 $224,725

MEGA RE-DIRECTION FUNDS $33,552 $25,309 $58,861SCHOOL & LIBRARY BLK - LIBRARY $56,280 $56,280SCHOOL & LIBRARY BLK - SIP $23,265 $23,265AB1802 SUPPLEMENTAL COUNSELING $846,506 $846,506VAPA ON-GOING $389,494 $389,494

TITLE I - BASIC LOW INCOME $119,236 $4,957,680 $5,076,916TITLE II - PART A, TEACHER QUAL. $537,461 $537,461TITLE III - IMMIGRANT ED $102,112 $102,112TITLE III - LEP $760,614 $760,614TITLE V - INNOVATIVE ED. $17,000 $17,000KOALTY KIDS $19,706 $6,500 $9,235 $35,441 TOTAL $264,512 $109,252 $846,506 $596,737 $826,757 $5,600,320 $389,494 $0 $4,434,417 $25,309 $13,093,304

ONE-TIME COSTSONE-TIME COSTS

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DIST. PI/ARE $0EIA-LEP $775,628 $775,628EIA-SCE $26,000 $30,415 $160,055 $1,107,050 $18,000 $1,341,520

INSTRUCTIONAL MATERIALS & LOTTERY PROP 20 $3,071,754 $3,071,754SCHOOL & LIBRARY BLK - SIP $6,000 $6,000AB1802 SUPPLEMENTAL COUNSELING $218,673 $218,673VAPA ON-GOING $40,000 $40,000

TITLE I - BASIC LOW INCOME $718,390 $19,300 $737,690TITLE II - PART A, TEACHER QUAL. $914,899 $914,899TITLE III - IMMIGRANT ED $151,885 $3,570 $155,455TITLE III - LEP $9,065 $9,065TITLE V - INNOVATIVE ED. $55,000 $55,000KOALTY KIDS $20,475 $20,475 TOTAL $52,475 $30,415 $218,673 $160,055 $2,892,224 $37,300 $40,000 $55,000 $788,263 $3,071,754 $7,346,159

NEXT STEPSNEXT STEPSUsing the budget revision process staff

will make necessary adjustments◦ September 2, 2008 Board Meeting

Staff will prepare site allocation notifications and distribute to site administrators◦ Elementary – August 14 & 15, 2008◦ Secondary – August 15, 2008

Sites will complete and return School Site Plans

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THE ENDTHE END