SCHOOL CLOSURE AND REORGANIZATION: BV

BACKGROUND

• Projected deficits in 2012-13 and 2013-14

• Currently at $2.4 million in 2012-13 and over $9 million In

2013-14

• “Qualified” financial certification at both First and

Second Interim reporting periods

• Expenditure Reductions approved in June 2011,

November 2011, and February 2012

• Negotiations in process with labor groups regarding

compensation reductions

4/18/2012 2

SCHOOL CLOSURE AND REORGANIZATION

• November 2011:

• Board approved formation of committee to explore

possibility of closing two schools and/or moving the district

office

• January 2012:

• Board approved formation of committee to explore school

closure/reorganization with specific focus on Buena Vista

Elementary and Carlsbad Village Academy.

• Cost savings estimated at $400,000 per year per year in

reduced operational expenses

4/18/2012 3

4/18/2012 4

SUPERINTENDENT’S SCHOOL CLOSURE AND REORGANIZATION ADVISORY

COMMITTEE

ADVISORY COMMITTEE

• Meeting Dates: • February 6 • February 13 • March 5 • March 19 • April 3

• Committee included district administrators, site administrators, teachers, classified staff, and parents • Tina Howard, Principal, BV • Keith Holley, Principal, CVA/CSA • Christine Parr, CUTA • Jan Tokorcheck, LIUNA • Joanne Caudill, Director of Special Education • Rick Lewis, Director of Information Systems • Curt Huckins, Director of Facilities

• James Markham, BV Parent • Tida Hamilton, BV Parent • Jimmy Hines, Principal, Magnolia • Matt Steitz, Principal, CHS • Barbara Ramos, CVA/CSA Classified • Joe Dunn, CVA Teacher • Sharon Zak, BV Teacher

• Kristin Davis-Cohn, BV Classified

4/18/2012 5

PURPOSE OF ADVISORY COMMITTEE

4/18/2012 6

BUENA VISTA COMMITTEE INPUT

• Provided

recommendations to

Dr. Roach during

Advisory Committee

meeting on April 3,

2012

• As indicated,

Committee strongly

recommended

keeping school open

4/18/2012 7

STUDENTS

• Recommendation to move all present students as a

group to Magnolia Elementary

• Provide intra-district choice for those with other

preferences

• Recommendation to grandfather siblings into the

school the family chooses

• New and incoming students would be assigned

based on future boundary determination and given

school choice options

4/18/2012 8

FAMILY SURVEY

• Informational survey

indicated majority of

families would prefer

Magnolia

• Next largest group was

“Other”

4/18/2012 9

STAFF

• Recommend moving teachers as unit to Magnolia

unless voluntary transfer requests to other sites

indicate otherwise

• Maintain and build on professional learning community

• Ensure adherence to labor contracts regarding

reassignments and moves

4/18/2012 10

TECHNOLOGY

• Divide equipment proportional to student transfers

with exception of iPad carts and teacher iPads that

would move with largest group (presumably to

Magnolia)

4/18/2012 11

PRESCHOOL

• Move the preschool to the back of Magnolia

campus using driveway entrance off of Valley

Street

• Create a parking area for preschool

• Fence the preschool area

• Add preschool appropriate playground for

preschool

4/18/2012 12

SAFETY

• Safety remains a primary concern among parents

• Recommend increasing crossing guards at a

minimum, especially at corner of Valley and

Magnolia

• Review start/end times for Carlsbad High School,

Valley Middle, and Magnolia

4/18/2012 13

TRANSITION

• Bridge parent groups

• PTA

• Consider revamping school culture/norms, rules,

mascot, colors, etc.

• Connect students, staff, and parents before

summer vacation

4/18/2012 14

OTHER CONSIDERATIONS

• Movement of library and textbook materials

• Consider redistribution of Title I funding

4/18/2012 15

IF BV STAYS OPEN

• Advisory Committee recommended that support to

sustain and grow enrollment would be essental

• Example: Ensure that the campus is inviting for incoming

kindergarten families if portions of the site are rented for other purposes

• Build on successes to attract and retain families

4/18/2012 16

4/18/2012 17

DISTRICT ANALYSIS

QUALITY SCHOOL

• Buena Vista Elementary is an excellent school.

Indicators of the quality of the school include:

• Recognition as California Distinguished School (2011-12)

• Meeting NCLB Adequate Yearly Progress targets for student achievement

• Increases in Academic Performance Index

• Rich history—this year marks 50 years of operation

4/18/2012 18

CALIFORNIA CONTEXT

4/18/2012 19

-$3,000

-$2,600

-$2,200

-$1,800

-$1,400

-$1,000

-$600

-$200

$200

$600

Cal

ifo

rnia

’s S

pen

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g P

er S

tud

ent

Min

us

Sp

end

ing

Per

Stu

den

t in

th

e R

est

of

U.S

.

California’s K-12 Spending Per Student Lags BehindThat of the Rest of the U.S. More Than at Any Time in 40 Years

* 2010-11 data estimatedNote: Rest of U.S. excludes the District of Columbia

Source: National Education Association

-$2,856 (est.) per student loss in 2010-11

National Average

CUSD REVENUE, EXPENDITURES, AND RESERVES: SECOND INTERIM

4/18/2012 20

2006 2007 2008 2009 2010 2011 Mar-12 Proj 2013

Reserve $7,290,197. $9,709,801. $13,011,027 $18,462,237 $16,712,892 $15,047,689 $7,618,524. $3,449,089.

Revenue $71,585,198 $81,515,019 $86,090,419 $86,346,873 $85,934,756 $82,598,872 $73,881,246 $71,630,806

Expenditures $72,003,526 $78,516,236 $81,547,117 $83,895,662 $87,684,101 $84,264,075 $81,310,411 $75,800,241

$-

$10,000,000.00

$20,000,000.00

$30,000,000.00

$40,000,000.00

$50,000,000.00

$60,000,000.00

$70,000,000.00

$80,000,000.00

$90,000,000.00

$100,000,000.00

CURRENT FINANCIAL CONDITION

• Projected revenue for 2012-13 is about the same as actual revenue in 2005-06

• Even after taking into account new revenues and expenditure reductions, projected deficit for 2012-13 remains at $2.4 million and over $9 million in 2013-14

• It could get worse … • Governor’s Budget Proposal includes November Tax

Initiative with “trigger” to reduce to 159 instructional days

• Governor’s Budget Proposal includes “Weighted Student Funding” model that reduces CUSD categorical funding to $0

4/18/2012 21

4/18/2012 22

Consideration for Reduction

Expenditure Category Outcome

Group 1: Strong Sage Creek Delay Done. Reduced 2012-13 (start up) and 2013-14 operational budgets

Reduce/Eliminate Admin/Management

Done

Reduce/Eliminate Stipends Done

Employee Compensation Reductions

Collective bargaining in process

Reduce/Eliminate Travel & Conference

Done

Reduce/Eliminate Site and Department Accounts

Done

Reduce Special Ed Done

Reduce Textbook Expenses Not feasible, we spend only $20 per student per year

Group 2: Moderate Closing School(s) TBD

Reduce/Eliminate Classified Positions

Done

Reduce/Eliminate Athletics Done

Reduce/Eliminate Contractual Done. Achieved savings through

competitive bid procedures, including $920,000 reduction in transportation

Reduce/Eliminate Programs Done

Reduce Instructional Days Collective Bargaining in process

Group 3: Low Increase Class Size—Elementary Done. Class sizes in grades 1-3 increased in

2011-12; Class sizes will increase in grades 4-5 in 2013-14

Increase Class Size—Middle Done. Class sizes will increase in grades 6-8 in 2013-14

Increase Class Size—High School Done. Class sizes will increase in grades 9-12 in 2012-13

Reduce/Eliminate Guidance No Changes

FEBRUARY 2012 ANALYSIS

4/18/2012 23

OPERATING COST PER STUDENT: ALL SCHOOLS (FEBRUARY 2012)

February 7, 2012 24

$-

$500.00

$1,000.00

$1,500.00

$2,000.00

$2,500.00

Cost Per Student

K-5 ENROLLMENT COMPARISON 2010-11

4/18/2012 25

ENROLLMENT HISTORY

4/18/2012 26

COMBINED ENROLLMENT HISTORY

• This graph reflects the

total enrollment at

BV, Jefferson, Hope,

Kelly, and Magnolia

4/18/2012 27

ENROLLMENT PROJECTIONS: HTTP://BIT.LY/ZMYQHM

4/18/2012 28

BV PROJECTIONS: CONSERVATIVE & MODERATE

4/18/2012 29 Source: Decision Insight 2011 Study

MAGNOLIA PROJECTIONS: CONSERVATIVE & MODERATE

4/18/2012 30

CONSERVATIVE TOTALS: BV + MAG

• 2012: 733

• 2013: 765

• 2014: 788

• 2015: 811

• 2016: 798

• 2017: 786

• 2018: 786

• 2019: 787

• 2020: 781

4/18/2012 31

MODERATE TOTALS: BV + MAG

• 2012: 781

• 2013: 833

• 2014: 893

• 2015: 932

• 2016: 936

• 2017: 930

• 2018: 944

• 2019: 951

• 2020: 959

4/18/2012 32

BV + MAG PROJECTIONS

Year Conservative Moderate

2012 733 781

2013 765 833

2014 788 893

2015 811 932

2016 798 936

2017 786 930

2018 786 944

2019 787 951

2020 781 959

4/18/2012 33

MAGNOLIA CAPACITY

• Magnolia has a maximum capacity of 1,108 students

• Kindergarten classrooms currently have capacity of 128 students.

• Presuming 1/6 of students in each grade: • At conservative peak of 811 students in 2015: 135 students in

kindergarten

• At moderate peak of 959 students in 2020: 160 students in kindergarten

• In either scenario, at least one classroom adaptation to kindergarten space would likely be necessary within the next three years

• Grades 1-5 would have ample room with current facilities

4/18/2012 34

ALL ELEMENTARY: MODERATE

4/18/2012 35

ELEMENTARY ENROLLMENT PROJECTIONS

• Declining enrollment projected at the following

schools:

• Aviara Oaks Elementary

• Calavera Hills Elementary

• Pacific Rim Elementary

• Poinsettia Elementary

• Growth enrollment projected at the following

schools:

• Hope Elementary

• Jefferson Elementary

• Kelly Elementary

4/18/2012 36

ENROLLMENT & BOUNDARY IMPLICATIONS

• Due to relatively low levels of total growth at K-5

schools through 2020, we have excess “capacity”

at the elementary level

• Moderate projection for 2020 is 5500 students in grades K-5

• Current enrollment in grades K-5 is 5163 (as of 3/29)

• Complications exist due to projected decline in

enrollment in South Carlsbad and projected

increase in enrollment in North Carlsbad

• Conclusion: Buena Vista closure would likely require

serious boundary adjustments within 5-7 years

4/18/2012 37

SAFE ROUTES

• CUSD Meetings with

City of Carlsbad

• Large number of

streets without

sidewalks

• Some students would

cross Carlsbad Village

Drive and/or El

Camino Real

• Student safety is a

genuine concern

4/18/2012 38

STUDENT TRANSFERS

• Student transfer window

can be extended for BV

families after April 25th

• Attendance Boundary

could be determined in

May or June

4/18/2012 39

PRESCHOOL

• Facility Analysis demonstrates that preschool can

be relocated to Magnolia

• Kelly Elementary was considered and deemed

impractical due to access issues

4/18/2012 40

TITLE I

• CUSD total allocation unaffected by potential school closures

• Distribution of Title I money within CUSD dependent on distribution of eligible students. • Hypothetical #1: All BV students go to Magnolia, Magnolia

becomes Title I school, Magnolia allocation higher than BV because distribution would include current Magnolia students that do not receive Title I dollars. • In this scenario, current Title I schools would get less money next

year

• Hypothetical #2: BV students disperse to multiple schools. Not enough eligible students go to Magnolia or Hope. • Existing Title I sites would get more money next year

• More Info: http://www.cde.ca.gov/sp/sw/t1/titleparta.asp

4/18/2012 41

OPERATING EXPENSES AND ENROLLMENT

Pacific

Rim

Aviara

Oaks

Elem

Jefferson HopeCalavera

Hills ElemPoinsettia Kelly Magnolia

Buena

Vista

Total Costs $816,669 $929,594 $789,538 $693,767 $746,581 $700,131.0 $603,459 $645,688 $587,066

CBEDS 849 734 707 592 566 541 449 432 286

0

100

200

300

400

500

600

700

800

900

$0

$100,000

$200,000

$300,000

$400,000

$500,000

$600,000

$700,000

$800,000

$900,000

$1,000,000

4/18/2012 42

MAGNOLIA + BUENA VISTA

Pacific

Rim

Aviara

Oaks

Elem

BV + Mag Jefferson HopeCalavera

Hills ElemPoinsettia Kelly

Operational Cost $816,669 $929,594 $1,232,754 $789,538 $693,767 $746,581 $700,131 $603,459

Proj Enroll 849 734 718 707 592 566 541 449

0

100

200

300

400

500

600

700

800

900

$0

$200,000

$400,000

$600,000

$800,000

$1,000,000

$1,200,000

$1,400,000

If operated like AOE: $1,232,754 - $929,594 = $303,160

If operated like Jefferson: $1,232,754 -

$789,538 = $443,216

4/18/2012 43

POTENTIAL OPERATIONAL SAVINGS

4/18/2012 44

Pacific

Rim

Aviara

Oaks

Elem

BV + Mag Jefferson HopeCalavera

Hills ElemPoinsettia Kelly

Operational Cost $816,669 $929,594 $1,232,754 $789,538 $693,767 $746,581 $700,131 $603,459

Proj Enroll 849 734 718 707 592 566 541 449

0

100

200

300

400

500

600

700

800

900

$0

$200,000

$400,000

$600,000

$800,000

$1,000,000

$1,200,000

$1,400,000

OTHER EXPENSES

• Magnolia Pre School Playground: $52,000

• Magnolia Fencing (including driveway): $35,000

• Moving Costs: $47,115

• Teacher Moves: $3,800

• Total One-Time Expenses: $137,915

• 20% “Contingency” for Unforeseen Items: $27,583

• Grand Total: $165,498

4/18/2012 45

FIVE YEAR WINDOW

• Initial Expense: $165,498

• If staffed like AOE:

• Annual savings of $303,160 times 5 = $1,515,800

• If staffed like Jefferson:

• Annual savings of $443,216 times 5 = $2,216,080

• Five Year “Savings” ranges from $1.35 million too

$2.05 million

• Average Annual Savings ranges from $270k to $410k

4/18/2012 46

ALTERNATE OPTION

• Leave Buena Vista K-5 Program intact

• Promote preschool expansion at Buena Vista

• Use Magnolia space for short-term rental revenue

• Annual Revenue Enhancement projected at

approximately $200k per year

4/18/2012 47

RECOMMENDATION

• Maintain K-5 Program at Buena Vista

• Promote “Technology Magnet” concept

• Leverage Title I funding and community support

• Small school has potential to be innovation center for 1-1

devices

• Expand Preschool at Buena Vista

• Pursue revenue options at Magnolia

• Begin CUSD Asset Management Planning

4/18/2012 48