Organizational MeetingEducation Task Force
Mayor Willie W. Herenton
March 17, 2005
List of Contents Funding our schools Suburban Viewpoints Shelby County Unified School System Proposal Major Issues Vital to the Success of a Total Community Forming a Metropolitan Government
Page 1 of 1
3/16/2005http://memphistn.gov/pdf_forms/fundingOurSchools.jpg
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Shelby County UnifiedShelby County UnifiedSchool System ProposalSchool System Proposal
A new beginning in reform, academic A new beginning in reform, academic excellence and financial accountability for excellence and financial accountability for
the public education of all children in the public education of all children in Shelby County.Shelby County.
ArlingtonArlingtonBartlettBartlett
ColliervilleColliervilleGermantownGermantown
LakelandLakelandMemphis Memphis MillingtonMillington
March 2005
2
OverviewOverview
•• Governance ModelGovernance Model•• Five Districts and Citizen Advisory BoardsFive Districts and Citizen Advisory Boards•• Board of Education: Nine MembersBoard of Education: Nine Members•• Specialized Areas: Specialized Areas: EducationEducation and and
AdministrationAdministration•• Financial ImpactsFinancial Impacts•• BenefitsBenefits
BarretsJeter E.E.
Lucy
Macon-Hall
Oak
Arlington
SycamoreRoss
Lakeland
Harrold E.A.
Millington
Rivercrest
Tara Oaks
White's Chapel
Northaven
Oakhaven
Dexter
Cordova
Germantown
Coro Lake Southwind
Farmington
Graves
Bartlett
Westside
Double Tree
Ridgeway
Egypt
Lester
Sheffield
Dogwood
Ellendale
Altruria
Ford Road
Crump
Shelby Oaks
Crosswind
Sherwood
Oak Forest
Scenic Hil ls
Chimneyrock
Kate Bond
Sea IsleLincoln
Whitney
Spring Hil l
Fairley
White Station
Colliervil le
Alcy
Jackson
Snowden
Riverdale
Highland Oaks
Downtown Area
Alton
Lakeview
Klondike
Bruce
Treadwell
Caldwell
Balmoral
Winchester
Levi
Shady Grove
Brownsville
Norris
Coleman
Grandview
Idlewild
Macon
Richland
Evans
Florida-Kansas
Getwell
Cromwell
Hawkins Mill
Grahamwood
Church
Raleigh Bart lett
GermanshireWesthavenManor Lake
Shannon
Graceland
Whitehaven
Carnes
Georgian Hills
Hickory Ridge
Frayser
OakshireHolmes Road
Magnolia
Winridge
Rozelle
Westwood Gardenview
Peabody
Hamilton
Douglass
Cherokee
Riverview
Berclair
Fox Meadows
Corning
Goodlett
South Park
Lucie B. Campbell
Wells Station
LaRose
Sharpe
Cummings
Denver
Hanley
Charjean
Dunbar
Raineshaven
Gordon KingsburyHollywood
Newberry
Georgia Avenue
Willow Oaks
Knight Road
Vollentine
Brookmeade
Bethel Grove
Guthrie
AB. Hil l
Springdale
District 1
District 2
District 3
District 4
District 5
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Shelby County Unified School PlanProposed 5-District Plan
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Proposed Unified Proposed Unified School System HighlightsSchool System Highlights
•• Five School DistrictsFive School Districts--Approximately 41 schools each with 32,000 students.Approximately 41 schools each with 32,000 students.--District Superintendent with Deputy Superintendents for District Superintendent with Deputy Superintendents for
elementary, middle and high schools.elementary, middle and high schools.--Citizen Advisory Boards.Citizen Advisory Boards.
•• Nine Member Board of EducationNine Member Board of Education--Develop and direct strategic policies aimed at increasing Develop and direct strategic policies aimed at increasing
student achievement.student achievement.--Provide policy directives. Provide policy directives.
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Proposed UnifiedProposed UnifiedSchool System HighlightsSchool System Highlights
•• Centralized School SystemCentralized School System-- Headed by Shelby County Chancellor of EducationHeaded by Shelby County Chancellor of Education-- Associate Chancellor for Education Policy and Associate Chancellor for Education Policy and
Administration (Chief Education Officer)Administration (Chief Education Officer)-- Chief Administrative OfficerChief Administrative Officer-- Provides a professional centralized focus on student Provides a professional centralized focus on student
improvement.improvement.
•• District Advisory BoardsDistrict Advisory Boards-- Elementary, middle and high school Elementary, middle and high school
PTAs.PTAs.-- Direct relationship with District SuperintendentDirect relationship with District Superintendent’’s staff. s staff.
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PROPOSEDShelby County School System
Board of Education General Counsel & Office of
Legal Services
Chancellor
Deputy ChancellorEducation, Policy, &
Administration
Chief Administrative
Officer
Deputy ChancellorFinance & Administration
District 1Superintendent
District 2Superintendent
District 3Superintendent
District 4Superintendent
District 5Superintendent
Curriculum & Instruction,Research, TestingEvaluation, InstructionalSupport, Special Programs,Technology, Careers &Education, Exceptional Children’s Programs,Optional Schools
School Safety & Planning,Human Resources,Communications,Strategic Partnerships,Intergovernmental Relations,Athletics
School Facilities, Comptroller Fiscal Affairs,Information Technology,Purchasing, Compensation &Benefits, Nutrition Services,Transportation
Labor Relations, AuditorGeneral, Ethics, & Conflicts
7Note: This structure is replicated for all five districts
Middle Schools
ApplingBellevueCraigmontCypressElmore ParkHumesShadowlawn
High Schools
BartlettCentralCraigmontFrayserNorthsideTrezevant
ElementaryAlturiaBartlettBrookmeadeBrownsvilleBruceChimneyrockColemanDenverDouglassEllendaleFrayserGordonGrandview HtsGuthrieHollywoodKate BondKlondikeLucie B. CampbellOakScenic HillsShannonSnowdenSpringdaleVollentineWhitney
EDUCATIONAL DISTRICT STRUCTURE
District TwoAdvisory Board
District BudgetManagement
EducationSupport Services
Assoc. Supt.Elementary
Schools
Assoc. Supt.Middle & High
Schools
Educational District TwoSuperintendent
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Lucy
Egypt
Carnes
LaRose
Barrets
Corning
Lakeland
Cummings
Westside
Caldwell
ArlingtonNorthaven
Tara Oaks
Riverview
A.B. Hil l
Jeter E.E.
Macon-Hall
Rivercrest
Millington
Spring Hil l
Harrold E.A.
Hawkins Mill
Downtown Area
Florida-Kansas
Georgian Hills
Vance
Westside
Woodstock
Arlington
Riverview
Millington
Mt. Pisgah
Raleigh-Egypt
Georgian Hills
Bolton
Carver
CordovaManassas
Westside
Millington
Raleigh-Egypt
Arlington High
Washington B.T.
Lauderdale
Georgia Avenue
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District 1Shelby County Unified School System
School Enrollment Capacity % Utilization
Elementary (27) 15,885 21,112 75 Middle (8) 6,463 7,293 79 High (9) 9,666 12,255 89 Total (44) 32,014 40,660 79
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Oak
Bruce
Gordon
Denver
Guthrie
Frayser
Snowden
Coleman
Shannon
Whitney Altruria
Bartlett
Douglass
Klondike
Ellendale
Kate Bond
Hollywood
Brookmeade
SpringdaleVollentine
Chimneyrock
Scenic Hills
Brownsville Road
Grandview Heights
Lucie B. Campbell
Humes
Appling
Frayser
Cypress
Snowden
Bellevue
Craigmont
Trezevant
Shadowlawn
Elmore Park
Central
Frayser
Bartlett
Craigmont
Trezevant
North Side
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District 2Shelby County Unified School System
School Enrollment Capacity % Utilization
Elementary (25) 15,865 20,513 77 Middle (7) 5,622 6,503 86 High (6) 8,324 9,220 90 Total (38) 29,811 36,236 82
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Alton
Macon
Graves
Hanley
Norris
Leste r
Lincoln
Rozelle
Jackson
Peabody
Hamilton
Idlewild
Berclair
Richland
SherwoodSe a Isle
Magnolia
Kingsbury
Ford Road
Treadwell
Grahamwood
Dexter Road
Shady Grove
Shelby Oaks
White Station
Wells Sta tion
Raleigh-Bartlett Meadows
East
Corry
Mitchell
Longview
Fairview
Sherwood
Colonial
Hamilton
Kingsbury
Treadwell
Chickasaw
Dexter Road
White Station
East
Mitchell
Hamilton
KingsburyTreadwell
South Side
White Station
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District 3Shelby County Unified School System
School Enrollment Capacity % Utilization
Elementary (27) 16,654 20,476 81 Middle (9) 6,166 8,488 73 High (7) 8,663 11,250 77 Total (43) 31,483 40,214 78
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Alcy
Evans
Dunbar
Sharpe
Dogwood
Getwell
Cordova
Oakhaven
Charjean
Cromwell
Goodlett
Balmora l
Cherokee
Newberry
Ridgeway
Winridge
Riverdale
Sheffield
Farmington
Germantown
Winchester
South Park
Oak Forest
Knight Road
Willow Oaks
Fox Meadows
Bethel Grove
Houston
Airways
Cordova
WooddaleOakhaven
Ridgeway
Riverdale
Sheffield Germantown
American Way
Houston
Melrose
Overton
Oakhaven
Ridgeway
WooddaleSheffield
Germantown
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District 4Shelby County Unified School System
School Enrollment Capacity % Utilization
Elementary (27) 16,132 19,613 82 Middle (7) 6,427 7,259 89 High (8) 11,679 12,080 97 Total (42) 34,238 38,952 88
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cKirby
Lanier
GeeterWestwood Southwind
Havenview
Collierville
Hickory Ridge
Schilling Farms
A. Ma ceo Walker
Kirby
Fairley
WestwoodHillc rest
Whitehaven
Collierville
Levi
Ross
Crump
Fairley
SycamoreOakshireLakeview
Westwood
Crosswind
SouthwindCoro Lake
Westhaven
Graceland
Whitehaven
Gardenview
Manor Lake
Double Tree
Raineshaven
Germanshire
Holmes Road
Collierville
Highland Oaks
Hickory Ridge
White's Chapel
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District 5Shelby County Unified School System
School Enrollment Capacity % Utilization
Elementary (25) 16,318 20,150 81 Middle (9) 8,201 9,238 89 High (6) 8,026 8,615 93 Total (40) 32,545 38,003 86
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Ba r
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Proposed Nine Member Board of EducationShelby County School System
N
District 1
District 2
District 3
District 4
District 5
District 6
District 7
District 8
District 9
District Total White% Black% Other%
1 98,465 48.52 47.81 3.66 2 100,200 88.17 9.09 2.74 3 101,987 32.38 61.45 6.17 4 98,738 5.39 93.15 1.46 5 98,669 10.89 86.30 2.81 6 100,382 38.60 56.41 4.99 7 98,898 40.03 55.41 4.56 8 100,583 72.38 22.47 5.15 9 99,550 88.90 5.84 5.27
Memphis & Shelby County Division of Planning and Development, March 01, 2005
Source: Census 2000 SF1 and Shelby County Election Commission
14
Proposed Shelby County Proposed Shelby County Unified School System Unified School System
Board of EducationBoard of Education
•• Nine Members elected from single member Nine Members elected from single member districts.districts.
•• Develop strategic policies relating to improved Develop strategic policies relating to improved academic performance. academic performance.
•• Review performance of schools, districts, and Review performance of schools, districts, and system for student academic improvement.system for student academic improvement.
•• Focus on major issues and development of Focus on major issues and development of policy.policy.
15
Proposed Shelby CountyProposed Shelby CountyUnified School System Unified School System Board of EducationBoard of Education
•• Review the effectiveness of highest level staff Review the effectiveness of highest level staff positions.positions.
•• Meet with Advisory Boards of each District on a Meet with Advisory Boards of each District on a periodic basis.periodic basis.
16
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RURAL RURAL
RURAL
ANNEXATIONRESERVE AREAS
3 0 3 6 Miles
Arlington Corp. Li mits
Arlington Reserve
Bartlet t Corp. Li mits
Bartlet t Reserve
Coll iervi lle Corp. Limi ts
Coll iervi lle Reserve
Germ antown Corp. Limi ts
Lakeland Corp. Lim its
Lakeland Reserve
Memphis Corp. Lim its
Memphis Reserve
Milli ngton Corp. Lim its
Milli ngton Reserve
Designated Rural A rea
Key
Car tog ra ph ic Se rvic es Pr ov ide d By:Me mp his an d Sh elb y Co un ty Div ision o f Plan nin g and De velo pme ntSo ur ce s:Me mp his an d Sh elb y Co un ty Div ision o f Plan nin g and De velo pme ntSh elb y Co un ty Mu nicip al G ov ern men ts
S
N
EW
Map Pr inted on February 11, 2005
December 22, 1999, Updated with new Memphis Annexation of Countrywood/Eads, Hillshire, and Southeast Area, January 2003, Getwell W est, November 2004Rural Area amended in 2003 by consent DecreeUpdated annexations of Millington, January 2004, and Bartlett and Lakeland, December 2004
17
Impact of
City of Memphis Annexation Policy
•In December 1998, all the municipalities in Shelby County and Shelby County Government prepared and adopted the Shelby County Growth Plan.
•Each city developed its own growth plan based on how each individual city expected to grow over a 20 year period.
•The seven cities developed and formally agreed upon future areas which could be reserved for annexation by each city.
18
Impact of
City of Memphis Annexation Policy
•Except for the extreme northeast portion of the County (above Arlington and Lakeland) all remaining unincorporated land was assigned to a municipality.
•Annexations by smaller suburban cities have no impact on the school systems.
•Annexations by the City of Memphis result in the movement of students from the County system to the City system.
19
Millington
BartlettLakeland
Arlington
Collierville
Germantown
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51
HORT ON
Ti pton Coun ty
PR
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MCS
SCS
MCS/SCSMemphis/Full Annexation
Student Population
N
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MCS 134,000SCS 31,000
ADA
MCS 82%SCS 18%
($5 to $1)
20
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PER
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HO
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BE
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TU
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MEN
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CO
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MA
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GER
MA
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FITE
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N
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LIN
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HO
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WO
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Marsh al l Co un tySTATE LINE
US
51
HORT ON
Ti pton Coun ty
PR
OG
RE
SS
MCS
SCS
MCS/SCSCurrent Boundaries
Student Population
MCS 119,661SCS 44,847
ADA
MCS 73%SCS 27%
($3 to $1)
N
EW
S
21
10 Year Student Enrollment Trends
•The County system has declined 1.23% over 10 years from 45,383 students in 1996 to 44,847 students in the current year
•Conversely, the City system has increased its enrollment almost 10% from 108,894 in 1996 to 119,661 in 2005
•Twenty-five year projection shows Shelby County Schools declining approximately 27% and Memphis City School gaining approximately 21%.
22
Projected1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2020
Shelby County 45,383 46,230 47,213 48,770 44,189 44,882 44,610 45,436 47,042 44,847 33,000Memphis City 108,946 109,883 110,537 111,139 115,878 115,878 117,207 116,868 115,846 119,661 132,000
NOTE:Projected 2020 population is based on current growth patterns which are held constant for illustrative purposes.
25 Year ProjectionSCS -27.3%MCS +21.2%
Enrollment Trends 1996-2005
Ten Year Change 1996-2005Shelby County -1.23%Memphis City 9.95%
23
Financial ImpactsFinancial Impacts
•• System Costs System Costs -- Operating Operating -- ADA Formula Impact over 20 YearsADA Formula Impact over 20 Years
•• Taxpayer CostsTaxpayer Costs
•• Savings to MemphiansSavings to Memphians
24
Year Shelby County Memphis Davidson Hamilton2 Knox Madison1995 158,865,418 495,667,744 355,637,489 195,106,200 215,110,319 67,445,5611996 173,878,939 533,590,711 366,609,196 200,880,910 230,074,771 67,529,2801997 187,765,675 559,213,291 391,318,570 216,844,682 241,820,043 72,845,4301998 201,445,860 578,334,032 419,825,069 210,641,757 270,292,677 72,845,4301999 218,118,768 622,998,782 435,207,986 228,196,611 273,322,466 79,091,0152000 224,174,479 701,554,905 440,606,110 245,213,227 290,396,790 80,307,0382001 240,492,416 735,191,107 450,325,489 255,866,048 287,009,592 84,628,2002002 250,940,272 789,181,202 487,104,065 263,836,513 307,625,059 88,872,2102003 267,313,267 838,516,093 515,681,503 270,614,355 317,078,309 89,124,4692004 303,774,394 965,216,528 617,018,825 313,771,137 354,615,469 101,278,817
Shelby Memphis Davidson Hamilton Knox Madison91.21% 94.73% 73.50% 60.82% 64.85% 50.16%
78% 81% 72% 76% 63% 49%
Notes:1All urban school districts in Tennessee are consolidated except for Shelby County.2Chattanooga and Hamilton County merged in 1997. Per student averages are based on State of Tennessee Report Card. Source: Tennessee Department of Education, Tennessee State Comptroller's Office.
Operating Expenditure Data for School Sytems in Tennessee1
Operating Expense Increase 1995-2004Cost per Student Increase 1995-2004
25
Curent School 2010 Boundaries 2015 Boundaries 2020 Full Annexation System
MCS 119,661 126,000 129,000 132,000 134,000SCS 44,847 39,000 35,000 33,000 31,000
MCS 73% 76% 78% 80% 82%SCS 27% 24% 22% 20% 18%ADA Ratio $3 to $1 $3 to $1 $3 to $1 $4 to $1 $5 to $1
NOTE:Student total includes Optional School students.Total student population held constant for illustrative purposes.
ADA Formula
Memphis Annexation ScheduleADA Formula Impact Over 20 Years
26
Current % DifferenceCity/County Combined Tax Rate vs. Memphis
*Memphis $7.27Shelby County $4.09 -44Arlington $5.09 -30Bartlett $5.47 -25Collierville $5.54 -24Germantown $5.79 -20Lakeland $4.09 -44Millington $5.32 -27
Shelby County TaxpayersComparative Summary
*Memphis taxpayers pay substantially more than all other taxpayers in Shelby County.
27
C ity C o u n ty C ity C o u n tyG . F u n d $ 1 .6 7 $ 1 .3 1 $ 1 .5 3 $ 1 .3 1D e b t S e rv ic e $ 0 .6 9 $ 0 .7 0 $ 0 .6 9 $ 0 .7 0S c h o o ls $ 0 .8 6 $ 2 .0 3 $ 0 .0 0 $ 2 .6 5C IP $ 0 .0 1 $ 0 .0 0 $ 0 .0 1 $ 0 .0 0T o ta l $ 3 .2 3 $ 4 .0 4 $ 2 .2 3 $ 4 .6 6
C o m b in e dC ity R a te $ 7 .2 7 $ 6 .8 9
M e m p h ia n s s a v e $ .3 8 .
N o te s :1S h e lb y C o u n ty re s id e n ts w h o live o u ts id e th e M e m p h is C ity L im its p a y a n a d d itio n a l .0 5 fo r a ru ra l s c h o o l b o n d a s s e s s m e n t. 2 If th e s c h o o l s ys te m u n if ie s S h e lb y C o u n ty re s id e n ts w ill c o n tin u e to p a y. th e $ .0 5 a s s e s s m e n t u n til th e d e b t is re tire d .
T a x p a ye r E q u ity
E x is tin g S ys te m N e w S ys te m
28
Year School Debt % Increase1990 104,845,3161992 163,133,832 55.59%1994 250,376,076 53.48%1996 320,483,309 28.00%1998 380,772,904 18.81%2000 663,434,809 74.23%2002 796,658,087 20.08%2003 689,737,629 -13.42%2004 913,093,850 32.38%
Period % Increase 870.90%
Year Total Debt % Increase1990 413,906,0861992 493,654,562 19.27%1994 664,595,175 34.63%1996 740,358,967 11.40%1998 902,396,669 21.89%2000 1,321,500,000 46.44%2002 1,521,172,362 15.11%2003 1,317,097,361 -13.42%2004 1,580,998,223 20.04%
Period % Increase 381.97%
Schools & Shelby County Debt
0
200,000,000
400,000,000
600,000,000
800,000,000
1,000,000,000
1,200,000,000
1,400,000,000
1,600,000,000
1,800,000,000
1990 1992 1994 1996 1998 2000 2002 2003 2004
Year
Am
ount
of D
ebt
School Debt
Total Debt
29
Memphis Shelby City County TotalActual 2003 838.5$ 267.3$ 1,105.8$ Add: Leveling Up Impact 58.8Personnel Cost Savings (See Exhibit A) (2.2)Actual 2003 If Consolidated $1,162.4
Projected 2004 897.7 288.6 1,186.3Projected 2005 961.1 311.6 1,272.7Projected 2006 1,028.9 336.5 1,365.4Projected 2007 1,101.6 363.3 1,464.9Projected 2008 1,179.4 392.2 1,571.6 Projected Totals 5,168.7$ 1,692.2$ 6,860.9$
Assumptions:(1) Eleven year historical annual average expenditure increase of 7.06% for Memphis City Schools.(2) Eleven year historical annual average expenditure increase of 7.97% for Shelby County Schools.(3) Shelby County Schools teacher and pupil leveling up.
Other positions in the new structure will be absorbed from the existing two structures and potentialcost enhancement opportunities should be realized going forward.
Operating ExpenditureProjected Cost Estimates
For Years 2003-2007(In Millions)
30
Exhibit A (In Millions)
Increase in Salary Expense:Chancellor $ 225CAO 175Deputy Chancellor-E,P & A 150Deputy Chancellor-F & A 1505 Superintendents @ $100k 5009 Board Members @ $5k 45 Total $ 1,245
Decrease in Salary Expense:2 Superintendents $ 2805 Associate Superintendents (4) 50016 Board Members (4) 80Finance & Administration 1,400Administration 1,200 Total $ 3,460
Net Annual Salary Decrease $ (2,215)
31
Benefits of Proposed Benefits of Proposed Unified School SystemUnified School System
•• New Governance Focus on:New Governance Focus on:-- Quality Education, Curriculum & Quality Education, Curriculum &
Instruction Instruction -- Financial Administration & BusinessFinancial Administration & Business
Operations Operations -- Integrity & Accountability Integrity & Accountability
•• Maximize the Best Qualities of Both Systems Maximize the Best Qualities of Both Systems •• Reduction in Duplication of ServicesReduction in Duplication of Services
32
•• Operational and Capital Stability: Allowing Focus Operational and Capital Stability: Allowing Focus on Education as Opposed to Jurisdictional on Education as Opposed to Jurisdictional Boundaries and Related Funding Disputes.Boundaries and Related Funding Disputes.
•• Better Countywide Coordination and Use of all Better Countywide Coordination and Use of all School Facilities and Services.School Facilities and Services.
•• Equity and Fairness in Costs to All Taxpayers.Equity and Fairness in Costs to All Taxpayers.
Benefits of Proposed Benefits of Proposed Unified School SystemUnified School System