budget timeline

Stepped-up budget calendar for Memphis schools gets praise from Hopson, school board

PHOTO: Caroline Bauman
Finance chief Lin Johnson joined Shelby County Schools in 2015.

After several years of tall deficits and short timelines, Shelby County Schools plans to extend its budget process, starting earlier in the year and allowing more time for input and advocacy from board members and community stakeholders.

Since the district consolidated in 2013, budget season has been rushed at best and haphazard at worst as Tennessee’s largest school system wrestled with declining enrollment and annual deficits in the tens of millions of dollars. The process generally kicked in early in the spring, necessitating a multitude of quick decisions about painful cuts before the start of the district’s fiscal year on July 1.

But the timeline would change under the budget calendar proposed by Chief Financial Officer Lin Johnson, hired last fall and now with his first budget season with Shelby County Schools under his belt.

The school board, which is expected to approve the stepped-up calendar Tuesday night, would receive a copy of the draft budget in January, more than two months earlier than the timeline used for the current fiscal year. To prepare those numbers, workshops could start as early as this November for teachers, parents, students and community members to weigh in on the district’s spending priorities.

Superintendent Dorsey Hopson told school board members last week that the calendar is the most detailed he’s seen in eight years of working for the district.

Shelby County school board member Chris Caldwell (left) listens during a recent board meeting.
PHOTO: Kayleigh Skinner
Shelby County school board member Chris Caldwell listens during a board meeting.

School Board Chairman Chris Caldwell, who heads the board’s budget committee, agreed. “It’s an attempt to be more methodical about the entire process and I think that’s a good thing,” he told Chalkbeat on Monday. “I would hope that would lead to a more informed budget process.”

By the end of October, district leadership expects to have budget projections based on student enrollment. Getting an early start on projections and community engagement could be crucial to Shelby County Schools gaining enough support for additional funding from local and state sources.

Under the proposed timeline, the school board would approve a final budget by late March and deliver it in April to the Shelby County Board of Commissioners, the local governing body that authorizes funding for education.

During the most recent budget season, the school board approved its final budget in late June on the eve of the new fiscal year after weeks of wrangling with county commissioners and an eleventh-hour win in receiving additional local funding.

help wanted

Memphis charter office seeks to double in size to keep up with growing sector

PHOTO: Laura Faith Kebede
From left: Stacey Thompson, charter planning and authorizer for Shelby County Schools, confers with director of charter schools Charisse Sales and Brad Leon, chief of strategy and performance management.

Shelby County Schools is about to double the size of its staff overseeing charter schools.

About a year after a national consultant called the district’s oversight deficient, the school system is seeking to reorganize its team and hire more help.

With 45 charter schools, Shelby County Schools is Tennessee’s largest charter authorizer but has only three people to watch over the sector — “lean for a portfolio of its size,” according to a report by the National Association of Charter School Authorizers, or NACSA.

The charter office reviews applications for new schools, monitors quality of academic programs, ensures compliance with state and federal laws, and can recommend revocation for poor performance.

NACSA Vice President William Haft said the changes point to a school system that is becoming more sophisticated in collaborating with charter schools in order to improve innovation in the classroom.

Shelby County Schools “grew quickly as an authorizer,” he noted, and at a time when the district was also restructuring quickly due to the 2013 merger of city and county schools and subsequent exit of six municipalities.

“When you have just a handful of charter schools, naturally it’s just a small organization and you have an all-hands-on-deck mindset. … Everybody pitches in,” Haft said. “Now there’s an opportunity. And to their credit, the district is recognizing and … taking action to develop those structures that are now absolutely necessary.”

The new positions, which were advertised this month, would add more specificity to job responsibilities.

Brad Leon, the district’s chief of strategy and performance management, said the restructuring is to meet the needs of a growing number of charter school students, including thousands under the state-run Achievement School District who eventually will return to local governance.

“This is part of the strategic staffing plan …,” Leon said. “This team will be directly responsible for ensuring that children in our community have the opportunity to attain an excellent education and for moving forward the district’s priority around expanding high quality school options.”

The hires also are designed to boost the relationship between charters and the district, which have become increasingly strained over funding and processes. Last spring, confusion over the district’s charter policies came to a head with the revocation of four charters.

Shelby County Schools authorized its first three charter schools in 2003, one year after the state legislature passed a law allowing nonprofit operators to open schools in Tennessee. Though the sector has swelled to 45 schools, its oversight office has only grown from two to three staff members.

With charter schools now firmly entrenched in Memphis’ education landscape, the district has sought to step up its oversight of them. Last year, Shelby County Schools issued its first-ever report on the state of charter schools in Memphis. A charter advisory committee also was created to find ways to improve oversight and collaboration in academics, financing and facilities.

Coming out of that committee is a voluntary authorizer fee. Many Memphis operators have said they are willing to pay the fee in exchange for better oversight and collaboration, including adding more staff to the charter office.

“(Charter leaders) look forward to continuing to work with them and others that the district looks to add to the office in order to continue the steps to becoming a high quality authorizer for SCS charter schools,” said Luther Mercer, Memphis advocacy director for Tennessee Charter School Center and co-chairman of the charter advisory committee.

Numbers game

Aurora school board balks at budget-cutting plan that would likely increase class sizes

A college algebra course at Hinkley High School in Aurora. (Photo by Jamie Cotten, Special to The Denver Post).

The Aurora school board on Tuesday rejected increasing student-to-staff ratios as a way to cut the budget, a move that would likely lead to more crowded classrooms and fewer teachers.

Aurora Public Schools Superintendent Rico Munn was seeking the board’s guidance on the idea, one of several under consideration to trim the 2017-18 budget by about $31 million.

More than 100 teachers, parents and community members packed the board meeting to speak out about the impact of increased class sizes — and the board told Munn to look elsewhere.

Munn presented the request saying the district would try to change staff ratios as little as possible. While more modest budget cuts this year have not been felt in classrooms, Munn said it may be inevitable. The district is facing a budget crisis due to record enrollment declines, among other issues.

Staff salaries make up by far the largest share of school districts’ budgets.

“If we take 70 percent of our budget out of the conversation, then that leaves very little room to address what are significant unknowns that are in front of us,” Munn said.

In Aurora, staffing ratios are used to calculate the largest portion of school budgets.

Opponents’ criticism of the plan at Tuesday’s board meeting contrasted to what district officials gathered during a community input process. Of four budget-cutting scenarios, one that included the staff-ratio increases received the most first-choice votes from participants.

District officials in laying out the scenarios claimed that increasing the staffing ratio would not directly increase class sizes.

“Personnel dollars are allocated to schools and then principals make staffing decisions,” it stated.

On a practical basis, however, it’s hard to reach any other conclusion, according to educators and community members who spoke during Tuesday’s public comment.

“I currently have 31 students in my home room,” one teacher told the board. “The more students I have, the harder my job becomes.”

Board president Amber Drevon said that because the increased student-to-staff ratios had more than a 90 percent chance of increasing class sizes, she would rather not change the ratios.

“I think our class sizes are too big as it is,” Drevon said.

Four of the six board members at Tuesday’s meeting said the same, asking Munn and district administrators to take a closer look at all other options, including some scenarios submitted by the public.

District officials have sought to clarify that the district is not bound to pick any of the drafted scenarios — including the ones they drafted — or to follow them as presented.

“The scenarios were meant to drive a community conversation,” the district’s budget website now states. “They were NOT designed to represent specific courses of action.”

The district is still able to present other cuts later this spring, said Patti Moon, a district spokeswoman.

In part, the district says the cuts are needed because of a declining trend in student enrollment, and in part because of a potential drop in property taxes that would mean less local money for schools. The district is also looking to start building up its reserves — basically, rainy day money — instead of continuing to dip into the fund.

In the current school year, the district has already made more than $3 million in administrative cuts and authorized use of reserves to prevent other mid-year cuts.

Board member Dan Jorgensen asked the district to consider using dollars from reserves once again for next school year. At the end of the 2015-16 school year, the reserves stood at more than $15 million.

The board also had a brief discussion Tuesday insisting that they had the right to analyze the budget line by line, against the advice of the district’s attorney citing the district’s governance policy. Board members said they did not want to analyze the budget that way, but said they would if they needed to.

“Everything is on the table,” Drevon said. “We’re a long way away from making any final budget decisions.”