HomeMy WebLinkAboutFCMeetingMinutes_03.25.15
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TOWN OF NORTH ANDOVER
FINANCE COMMITTEE
Meeting Minutes
Meeting Date March 25, 2015
Meeting Location: Police Department Community Room
Bill Callahan, BC Chairman Susan Almono SA
X X
Marta Solof MS Timothy Tschirhart TT
X X
Karin Blake KB Liz Gerron LG
X X
Thomas Ringler TR
X
Chris Nobile CN
X
Donald Elliot DE Vice Chair
Non FinCom Members in Attendance
OTHERS: Lyne Savage, Jim Mealey, Kevin Hutchinson, Andrew Maylor, Stan Limpert
Note: All FINCOM votes are subject to change upon receipt of new information.
Note: Documents used in this meeting are listed in Document Table, herein.
II. Previous Minutes Approved
March 18, 2015 as
amended
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Agenda A Meet with School Department
JM: gives an over view of all aspects of school budget.
Funding Sources
1.General Fund: annual operating expenses funded through local taxes
Governed by federal and state regulation , funds can be transferred between
Budget line items during year
2.Revolving Accounts Individual accounts set up for specific programs,
Funding from fees and donations, some are independent from general fund.
3.Grants supplement general funds, cannot transfer between lines, funded by
Federal and state funds. Grants awarded annually by awarding entity.
4.Circuit Breaker
Reimbursement for special education expenses. that comes directly to school
department. Expenditures over 4 times the state per pupil cost for any one
Student. Amount determined annually
5.Capital Projects funds used to build, replace or improve the facilities, grounds
Primary source of funding is through local taxes. Included in the listing of
indirect expenses.
6.Indirect Expenses annual expenses not included in the operating
Budget. Primary source is through local taxes these include employee benefits
insurances and functions performed by other departments.
7.Shared Expenses: expenses for consolidated departments both technology and
Facilities are consolidated departments funded through local taxes.
Total school budget
General fund $43,612.479
Circuit breaker $1,423,157 (estimate)
Grants 1,715,084 (title one
Revolving accounts 3,199,489 (same as last year)
Indirect cost $13, 220,733
Shared expenses went down slightly $810,6378
BC Question on Indirect expenditures, health insurance going down but insurance for retired school
Employees is up is OPED affecting school?
LS this is a redistribution, we used to get charged state assessment on retired teachers now we take full
Burden of it because we are state insured now.
JM FY 16 Projected increase is 3.50%
going into budget focus was to retain teaching positions, reasonable class size, technology to support
teaching and learning. Provide effective and efficient Special Education services and transition to
Performance Based Budgeting.
Projected funds over level services $312,688.31.We create a priority list based on initiatives and
identify needs. And then prioritize them (pg23 fy16 budget to fincom)
th
LG To understand the process, can you explain how the 6 grade teacher was assigned top priority?
th
KH this has been neglected for years. Class size has been unfair for 6 grade. Allows us to be more
consistent with teachers.
JM Budget notes
2.25%salary increase
Stabilization fund would allow $280K to be used for new initiatives
New Administration building allow $92K in lease payment to be reallocated
Enrollment projections continue to trend level growth.
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begin with then added. .5% for other things ($210) plus money paid from lease plus money
saved from ESCO then subtract out anticipated out of district cost. This gives you the
$310K that you can spread around to other programs.
BC Title one funds are up is that directly tied to social economic status?
KH reported from the census of the previous year. Gone up from 5% to almost 15%
JM also impacts revolving accounts higher the number less revenue for revolving accounts.
CN: Would like to see a chart that shows the number of children that go from Middles
School to High School. That figure would show how our district accommodates them.
KH When we do budget presentation we categorize
1)Teaching positions and Class Size
Impact of bubble classes (there may be a difference from one grade level to
another of 70 students these are called bubble classes)
School Committee goals (ideally would want smaller classes)
Pressure Point (spotty redistricting)
Affect on Level 1 status
2)Budgeting for performance initiatives
Curriculum and instructional leadership (created 2 k-12 curriculum coordinators
Eliminated all department chairs at high school dedicated fund to k-12 support)
Literacy Model (Literacy coaches , response to intervention )
Focus on High Needs
Technology for Teaching and Learning
Special Education Programs
JM shows staffing spreadsheet
Gives FY 16 Highlights
th
6 Grade Teacher $54K
TOP Program $63K
Special Education Program $69K
HS Guidance and Textbooks $54K
Technology $72,688
Special Education Stabilization $750K
JM shows enrollment projection model.
LG: question on utility savings? Right now we are in a consortium for energy savings what
happens with the 280K in savings when we lose those nice rates.
JM we just received our next 3 year rates. Committing to 3 years we got the lower rate.
BC thanks Dr. Hutchinson for his years of service.
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Agenda B Financial Reserve Policy
AM forwarded to Bill the amended Financial Reserve Policy two amended were included
1)Language to talk about rules around a special education reserve fund. Within draft warrant there is
an article to create a special education fund under chap 40 this is for dealing with unforeseen
situations within special education need a financial reserve policy which describe what it for how it
will be used and how it will be replenished.
2) OPEB Trust. Current article talks about a 500K transfer from health insurance trust fund to
And OPEB trust. There seemed to be an interest from this committee to want to use trust and so I
have recommended the transfer of 500k. next phase and get to minimum threshold allowed for those
funds to be invested by state fund. As a trust fund, bond rating agencies counts that as our way of
addressing OPEB liability.
Agenda C New Business
st
BC Next meeting is the Public Hearing April 1 Open meeting with public comments and concerns.
Need to start thinking about recommendations and letter. I will do a skeleton outline for our letter. Put
Draft together for the 8th
IV. Next Meetings
April 1, 2015
V. Adjournment-
Motion: KB
Seconded: LG Time:
TYPE FROM TO SUBJECT COMMENTS
ITEM #
1 Budge book Town Manager
2
School
department
budget
presentation
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5
6
7
8