BUCKS COUNTY INTERMEDIATE UNIT #22
PROGRAMS & SERVICES AND INSTRUCTIONAL MATERIALS & RESEARCH SERVICES BUDGET
IU BOARD APPROVED 1/17/12
FOR THE SCHOOL YEAR 2012-2013
Bucks County Intermediate Unit #22 705 North Shady Retreat Road, Doylestown, PA 18901 BUCKS COUNTY INTERMEDIATE UNIT #22
STRATEGIC PLAN
OUR MISSION As educational innovators, we ensure optimal growth of all learners by collaborating with our school districts and community to initiate, design, and deliver exemplary leadership, teaching and learning. OUR GOALS All students will achieve their maximum learning potential in order to develop their productivity, responsibility and independence as citizens. We will successfully anticipate and fulfill the educational and support service needs of our clients. We will increase capacity in instructional leadership by developing effective methods for creating, managing and sustaining systematic change. OUR STRATEGIES We will increase the use of evidence-based practices that will provide maximum leverage for growth in student achievement. We will expand the use of technology to address organizational needs and enhance student learning. We will use systematic data collection and analysis to evaluate and improve the effectiveness and efficiency of services. We will collaborate to marshal resources to meet changing opportunities and client needs. We will build staff capacity to accomplish our goals and fulfill our mission. OUR OBJECTIVES All students in BCIU special education programs and members of educational subgroups throughout Bucks County school districts will demonstrate progress through varied assessment strategies and realize Adequate Yearly Progress toward the goals of No Child Left Behind. We will build, support, adapt and adopt technological systems that enhance the operation of the organization. We will increase partnerships and collaboratives. We will experience high quality professional learning and leadership development opportunities. All staff will develop, execute and endorse research-based professional designs and practices.
BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
TABLE OF CONTENTS
SECTION PAGE
INTRODUCTION
Executive Director’s Budget Message 3 Change in Budget (Graph) and Value of the Act 183 videoconferencing eFund grant 4 Programs and Services Budget Overview 5 Programs and Services Division - Overview 6 Budget Calendar 23
BUDGET 25
Summary of Revenue and Expenditures 26 Revenue Comparison (Graph) 27 Revenue Detail 28 Revenue Explanation and Information 29 Expenditures (Graph) 33 Expenditure Explanation and Information – 2200 Instructional Staff Services 34 Expenditures By Function – 2200 Instructional Staff Services 35 Expenditure Explanation and Information – 2300 Administrative Services 36 Expenditures By Function – 2300 Administrative Services 37 Expenditure Explanation and Information – 2800 Central Support Services 38 Expenditures By Function – 2800 Central Support Services 39 Graph of Expenditure by Object 40 Expenditure by Object 41
SUPPLEMENTAL INFORMATION 42
The Reporting Entity and Its Services 44 Board of Directors and Administration 47 Table of Organization 48 Budgeting Policies and Process 49 Three Year Comparison of Revenues - Expenditures 51 Three Year Comparison of Expenditures by Function and Object 52 Member District Contribution - Formula for District Support 54 Revenue and Expenditure Account Narrative 55
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Programs & Services and Instructional Materials & Research Services Change in Budget – Last Six Years
$2,013,345 $2,050,000 1.82% $2,000,000 ‐4.04% $1,950,000 $1,977,325 ‐1.86% $1,900,000 $1,932,000 ‐2.66% $1,850,000 $1,896,000 ‐3.70% $1,800,000 $1,845,538 $1,750,000 $1,777,266 $1,700,000 $1,650,000 2007‐08 2008‐09 2009‐10 2010‐11 2011‐12 2012‐13
Direct Value Received by Bucks County LEA’s from the Act 183 Videoconferencing e-Fund Grant
2009-10 2010-11 Total Total Value Received Total Value Received School District / CTC Value Received - Equipment & - Equipment & 2009-2011 Content Stipends Content Stipends Bensalem $5,621.55 $7,733.20 $13,354.75 Bristol Borough $5,621.55 $7,733.20 $13,354.75 Bristol Township $5,621.55 $7,733.20 $13,354.75 BCTHS $5,621.55 $7,733.20 $13,354.75 Centennial $5,790.46 $7,733.20 $13,523.66 Central Bucks $16,787.85 $9,733.20 $26,521.05 Council Rock $11,068.08 $8,733.20 $19,801.28 MBIT $5,651.50 $7,733.20 $13,384.70 Morrisville $5,621.55 $7,733.20 $13,354.75 Neshaminy $5,621.55 $7,733.20 $13,354.75 New-Hope Solebury $5,595.95 $7,733.20 $13,329.15 Palisades $5,534.04 $7,733.20 $13,267.24 Pennridge $5,534.04 $7,733.20 $13,267.24 Pennsbury $11,243.10 $8,733.20 $19,976.30 Quakertown $5,621.55 $7,733.20 $13,354.75 UBTHS $5,640.55 $7,733.20 $13,373.75 Total $112,196.42 $127,731.20 $239,927.62
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BUDGET OVERVIEW
BUDGET: $1,777,266
Revenues
There is an overall decrease in Inter-Governmental “Direct Purchase” (except as affected by enrollment). State sources have decreased due to the Commonwealth’s elimination of the General Operating Subsidy to Intermediate Unit’s across the state. School districts are not being asked to supplement this loss in funding. The Bucks County Intermediate Unit has absorbed the costs by making personnel changes and by looking for alternative revenue sources. Allocation of revenues from corporate sponsorships, commercial partnerships, non-public schools, special grants, collaborative agreements with ‘Higher Education’ to share tuition revenues, and direct user fees for non-profit institutions are projected to maintain or exceed their current levels.
We will continue the surcharge fees to 'out of county’ participants at workshops and conferences.
We will continue to look for ways to provide contracted services to non-profit agencies and providers in order to generate revenue that is reflected in the use of fund balance.
Expenditures - Decrease of $68,272 or 3.70%
Budget Notes: Instructional Technology Services will continue to provide support and training for classroom and distance learning initiatives.
We will maintain instructional resources, including video-on-demand solutions and the professional library, to support districts in providing standards-based instruction.
We will maintain the allocation for curriculum and/or staff development to support district initiatives in meeting the requirements of Chapter 4 Regulations, No Child Left Behind, and Acts 45 and 48.
This budget reflects an overall 9.35% decrease in salaries.
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PROGRAMS & SERVICES DIVISION OVERVIEW
It is the mission of the Programs & Services Division to provide direct professional and technical assistance to the schools of Bucks County. A wide range of assistance is available, including Curriculum Design/Development, Instructional Strategies, Formative Assessment, Professional Development, School and Program Evaluation, and Instructional Materials, including video-on-demand solutions and the Professional Library. This support is delivered in the form of programs, workshops, school improvement services, and consultations. In 2011-12, the Division initiated District Support Teams for each Bucks County school district, in order to ensure coordination of school district priorities and needs with BCIU services. Customized services are also available. These services include, but are not limited to, specially designed program evaluations or curriculum development projects. The Division also supports a network of advisory councils for district staff that enhance communication and collaboration throughout the county. The Programs & Services Division provides support in ten major categories described briefly below.
Professional Education Services shares the core mission of the Intermediate Units in Pennsylvania to provide constituent districts and Intermediate Unit staff with high quality, sustained, job-embedded professional development. Professional Education Services specializes in providing educators, administrators, and parents with a wealth of opportunities to grow both personally and professionally in order to enhance students’ achievement. We have continued to emphasize the importance of ongoing, sustained, job-embedded professional education. We proudly provide: Nearly 750 professional development opportunities annually. Over 13,000 participants with high quality professional development annually. Over 50 Continuing Professional Education Courses annually. Approximately 75 videoconferences/teleconferences annually. Nearly 20 parent education workshops annually.
Curriculum and Instruction Services reviews, plans, develops, and evaluates curricula and instructional materials for districts. Assistance is available in all subject areas to design curricula that include significant, meaningful content and higher levels of achievement for all students. Regular updates on national trends and curriculum regulations are also provided. C & I Services appreciates the significant role that parents play in their children’s educational success. Therefore, parent workshops are offered both during the school day and in the evening for our districts’ schools.
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Instructional Materials and Research Services (IMRS) subscribes to the Discovery Education Streaming digital library, which provides 7,000 educational videos, video clips, images, and teacher resources correlated to PA curriculum standards. The Intermediate Unit also hosts the Safari Montage digital media collection for elementary and secondary schools, adding another 2,500 digital titles to our resources. Site based video kits are loaned from IMRS on an annual basis to provide curriculum support for language arts and social studies at the building level. The IMRS van also provides inter-district mail delivery between all thirteen schools districts, the three CTCs, Intermediate Unit locations and subscribing non-public schools as a value-added service.
The Professional Library contains a collection of 2,000 specialized books and eBooks for use by educators in Bucks County. The periodical collection includes EBSCO’s online Education Research Complete database, ACCESS PA Interlibrary Loan, and the multitude of resources in the P.O.W.E.R. Library (Pennsylvania Online World of Electronic Resources) suite. The Professional Library collection is easily accessed online through the BCIU webpage. Special collections are also available in the area of safe and drug free schools.
School and Program Evaluation Services provides a method for a thorough examination of a school district’s programs by an experienced team of educators from Bucks County. These evaluations provide districts with an economical method of identifying strengths, needs, and recommendations for improvement in Programs & Services.
Federal and State Programs and Grants Services assists districts in preparing applications and implementing programs or grants from the federal and state governments. Major initiatives in this area include: Striving Readers Grant, Technology Integration Mentors (TIMS), Act 183 eFund, PAIUnet, Bucks County Drug & Alcohol Commission, School Improvement, Training for District Federal Programs Coordinators, Title I Neglected and Delinquent, Title II, and the Interlibrary Delivery Service of PA.
The Programs & Services Division supports twenty-nine separate Advisory Councils. These councils meet periodically throughout the year to plan workshops, collaborate on projects, share information across districts, and assist the Programs & Services Division in setting goals and priorities. The central council is the Programs & Services Advisory Council, comprised of Curriculum Directors and/or Assistant Superintendents.
Multimedia Services is responsible for the administration of the BCIU website (www.bucksiu.org) to include design, professional development opportunities, and training. Training and support in digital media
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are also provided to help incorporate emerging technologies in an on-demand environment. The Intermediate Unit also facilitates teleconferences, web conferences, satellite downlinks and videoconferences.
Student Programs organized by the Intermediate Unit:
The Reading Olympics, now in its 19th year, motivates students in Bucks County to read and discuss books. The purpose of the event is to encourage children to read more than they currently do, to read a greater variety of books, and to enjoy the excitement of reading and talking about books. The team format encourages students to share the challenge of reading each year’s selection of books with their peers. At last year’s event, 5,376 students in 384 teams read approximately 40,000 books. The event is coordinated by BCIU, in collaboration with representatives from each district in the county. The Regional High School Computer Fair showcases local high school students’ talents in the areas of animation, logo design, web design, digital movie creation, graphic design, multimedia presentation, programming, and desktop publishing. 2011’s event saw more than 50 students from eight (8) high schools share their work with their peers, receive invaluable feedback from industry judges, and vie for a spot at the statewide competition held in late May. The Girls in Focus with Technology (GIFT) Conference encourages middle-to-high school girls to explore the fields of STEM (science, technology, engineering, and math). From interactive seminars with professional women and hands-on technology workshops to open forum discussions and college recruiting, GIFT opens the door to many career options available to young women. Last year, 200 female students from all over Bucks County and beyond attended the event. Some of last year's presentations included: . Cool Games, Real Careers . Physical Sciences & Engineering: Getting Involved . Introduction to Veterinary Medicine . A Path to Succeeding in IT in the Power Industry . Tissue Engineering and Regenerative Medicine: Benchtop to Bedside . Mobile Learning Empowers Young Minds! . Chemistry and Forensics . Women in Science . Trials and Triumphs of Women in Tech . Daring Women In Aviation and HAM It Up - NASA Videoconferences
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The Bucks County Student Forum brings 11th and 12th grade student representatives together monthly to develop initiatives and collaborate on projects identified by members of the forum. The Bucks County World Language Tournament allows hundreds of students to demonstrate their language skills and knowledge of world cultures in an environment where teamwork and language learning are celebrated. The Bucks County Student Artwork Gallery at the Intermediate Unit showcases one piece of student artwork from each of our thirteen school districts at the Intermediate Unit for one year. The collection includes each student’s name, grade, school, and district. The gallery provides the thousands of visitors to the IU with a sample of the quality of visual arts teaching and learning present in Bucks County schools. The BCIU also provides programs to students in the area of alcohol, tobacco, drugs, suicide and violence prevention. Other student programs provided include conflict resolution, peer mediation, and bullying intervention.
Teacher Induction Programs for new teachers are mandated by Pennsylvania law. The Intermediate Unit has worked with Bucks County school districts to develop cooperative and collaborative plans and activities to meet this mandate. Each summer the Bucks County Intermediate Unit works with Bucks County school districts to plan, organize and host a countywide induction program for new teachers.
9 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013 PROGRAM INITIATIVES
The Programs and Services Division continues to meet districts’ needs by targeting key areas common to the county that, in turn, become division priorities. Annually, the Programs and Services Division, in consultation with the Bucks County Schools, identifies major goals or initiatives to be addressed. In addition, through the Strategic Planning and PDE’s new comprehensive planning process, specific action plans are identified for the division. Major initiatives include:
District Support Teams
With the endorsement of the Bucks County Superintendents of Schools, the BCIU has worked with the leadership of each school district to identify a school district initiative that would benefit from the support and expertise of the BCIU. The BCIU then assembled teams to work in each district on an ongoing basis. In 2011-12, the BCIU District Support Teams are providing direct services to Bucks County Districts as follows:
District Initiative Improvements to the K-12 mathematics program: K-6 Instructional Strategies for Everyday Mathematics Bensalem Township K-12 Differentiated Instruction 9-12 Common Assessments Research, planning, and implementation of a balanced literacy Bristol Borough Language Arts program in grades K-8 Bucks County Technical High School Instructional focus using Art and Science of Teaching (Act 45) Extension of Marzano Act 45 Art and Science of Teaching as a 3-year Bristol Township project for an administrators’ Professional Learning Community (Act 45) Principals’ professional development as instructional leaders and Centennial supervisors Central Bucks Development and support of administrators’ professional learning Implementation of Art and Science of Teaching: Train-the-Trainer Council Rock Model and development of metric for success (Act 45) Ongoing development and use of formative assessment, and alignment Morrisville of quarterly assessments with Common Core State Standards. Development of an instructional technology implementation plan; Neshaminy Restructuring of Language Arts program K-6 Program Quality Review of grades 6-9 English Language Arts New Hope-Solebury program in December 2011 Getting Results School Improvement Palisades Reading Apprenticeship Common Core State Standards Transition Pennsbury Program Quality Review of all school district information systems Grades 1-5 Literacy program: staff development in common Pennridge instructional strategies for principals and teachers Reading Apprenticeship in content areas, grades 4-12; Quakertown Consultant sponsored by PA Institute for Instructional Coaching will support a district professional development initiative.
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Online Teaching and Learning
In response to the growing interest and need for online learning, the BCIU has partnered with the Quakertown Community School District (QCSD) to establish Bridges Virtual Education Services. Bridges Virtual brings a variety of high quality virtual learning options to the students and school districts of Bucks County and beyond. Both organizations understand the importance that online learning now plays in education and have invested both human and financial resources into building a program that will provide public schools with solutions for a wide variety of needs, including remediation, enrichment, home-bound instruction, credit recovery, and hard-to-fill courses.
Through our unique experiences with virtual learning, both BCIU and QCSD are positioned to provide both cyber course offerings and cyber program development support to any district interested in providing virtual learning opportunities for their students. With so many vendors now promising to deliver similar services to school districts to meet the growing demand of school-aged virtual learning, Bridges Virtual will provide Bucks County with a catalog of affordable options that meet the high-quality standards of rigor and design supported by national organizations such as iNACOL.
Bridges Virtual offers the following services: 1. School districts are able to enroll their own students in one or more virtual courses provided by the partnership. Districts would be required to pay a fee for each course at rates lower than typical third-party curriculum providers. Volume discount pricing is available. 2. School districts can participate in the consortium option, allowing a district the opportunity to leverage existing staff to create and facilitate courses for the Bridges Virtual partnership. The benefits of this partnership are reduced course pricing, teacher and administrative professional development, and revenue for the district. 3. School districts are able to enlist the consultation services of Bridges Virtual in an effort to fully implement a comprehensive virtual program in their own districts. Consultation provided to these districts would be customized depending on the need and scope of the implementation determined by the school district. 4. Professional Development opportunities will be available for all levels of staff, specific to their roles and responsibilities.
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Act 183 eFund Grant: Interactive Videoconferencing
The Intermediate Unit, on behalf of all thirteen school districts and three technical high schools, was awarded a multi-year Act 183 eFund grant from PDE for instructional technology hardware, professional development, and content in the amount of $339,103.00. The grant allowed our schools to focus on the instructional uses of the high-speed Wide Area Network (WAN) that connects Bucks County districts and technical high schools to one another and to the Intermediate Unit.
The first phase of this grant was the deployment of high-definition videoconferencing units and related peripherals to each school district and technical school. This state of the art equipment allows Bucks County schools to connect to each other and to the rest of the world in a synchronous, real time environment. Additionally, technical training and best practice sessions have been (and continue to be) provided to help the technology departments, technology staff developers, and instructional coaches to deploy the equipment.
With the equipment in the schools, the next phase was to increase the number of learning opportunities available to the students and educators for real world collaborations with peers and experts outside of the physical classroom and school building. As such, grant funds have been allocated to each district and technical high school to purchase distance learning experiences with content providers such as: NASA, Baseball Hall of Fame, the Mount Washington Observatory, MOTE Marine Laboratory and many more. Through a partnership with the Center for Interactive Learning and Collaboration (CILC), educators are able to search an online database of content providers and schedule sessions for student experiences and teacher professional development.
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Technology Integration/Digital Resources
Improve Instructional Resources
. Expanding remote access to Professional Library materials throughout the county. . Evaluating and updating the services offered to more appropriately meet the needs of the 21st Century School System. . Moodle Learning Management Services – The Intermediate Unit’s Moodle solution supports the professional learning of school district staff that participate in continuing professional education courses, Act 45 and Act 48 professional development, and online learning. Facilitate instructional uses of the Bucks County Wide Area Network, the high-speed infrastructure now connecting all LEAs in the county to one another, the Internet, Internet 2, and PAIUnet.
Provide Instructional Technology Professional Development
. Traditional and Web-based Videoconferencing . PAIUnet Initiatives: Keystone Commons, Defined Stem, Safari Montage . Video-on-Demand . Electronic Whiteboards . Web 2.0 Tools . Office applications . Online Learning Environments
Assist the 21st Century Teaching & Learning Initiatives in Bucks County
Leadership and Supervision
Leadership Seminar Series (Bucks County School Administrators Association) Wilkes University Certification Program . Instructional Technology Programs . Principal Certification Lehigh University Certification Programs . Superintendent Letter of Eligibility . Supervision, Special Education/Pupil Services Chestnut Hill College Certification/Masters’ Degree Programs . Reading Specialist . Special Education
Act 45 Professional Education for Superintendents, Assistant Superintendents, Principals and Assistant Principals, and Career and Technical Center Directors
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LaSalle University Certification Programs
. Concentration Program in Autism Spectrum Disorder . Concentration Program in Classroom Management, Student Resilience and Independence
Curriculum and Instruction
Schooling by Design/Understanding by Reading Apprenticeship Design Integration of Math, Science, Customized School Improvement Technology, and Engineering Support Developing Mathematical Ideas Early Childhood Initiatives/Tender Brain Research Bridges Inquiry-based Science Response to Intervention and Instruction (RTII) Global Learning
Standards and Assessment
ISTE National Education Technology Formative Assessment Standards Student Achievement Data Analysis PSSA Science iNACOL Online Learning Standards Benchmark Assessment SAS – Standards Aligned Systems Common Core Professional Learning
Math/Science Collaborative Customized Site-Based Professional Education Mindful Leadership Professional Learning Communities Parent Education
Online Instructional Strategies
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STAFF DEVELOPMENT
Building Capacity through Professional Development The Programs and Services Division offers teachers and administrators in Bucks County schools a wide variety of professional development opportunities throughout the year. The following information provides an overview of how many educators participate in Intermediate Unit classes and related areas of special focus.
Number of Educators/Parents Registered through the IU Online Catalog for Professional Development Courses/Workshops
2010-2011 13,759 2009-2010 17,930 2008-2009 16,038 2007-2008 13,027 2006-2007 13,807 2005-2006 13,349 2004-2005 13,238 2003-2004 13,001 2002-2003 12,756 Total 126,905
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STAFF DEVELOPMENT (continued)
National Thought & Research Leaders Sponsored by the IU Since 2003
Dick Allington Literacy Jim Knight Coaching Jeff Anderson Literacy Stephen Leinwand Mathematics Laurie Halse Anderson Children’s Author Anthony Le Storti Leadership Anita Archer Literacy Greg Marshall Science Technology and Victoria Bernhardt Curriculum Scott McLeod Assessment Katherine Bomer Writing Jay McTighe Understanding by Design Gay Campbell Communication Walter Dean Myers Adolescent Literacy Alison Cook-Sather Secondary Literacy Jack Naglieri Gifted Chris Corrallo Technology Integration Sue O’Connell Math Process Standards Vicki Davis Technology Integration Kyle Peck Technology Integration Denise DeCoste Special Education Penn Literacy Network Literacy James Delisle Gifted Neale Pitches Literacy Leadership Steve Dembo Technology Integration Tim Rasinski Literacy Debbie Estes Gifted Doug Reeves School Reform Eileen Feldgus Early Literacy Will Richardson Technology Integration Nancy Fitchman-Dana Staff Development Stephanie Romano Secondary Literacy Michael Fullan Organizational Change Lance Rougeux Technology Integration Judy Galbraith Gifted Keith Sawyer Collaboration Kelly Gallagher Secondary Literacy Mike Schmoker School Reform Joseph Goebel World Languages Tim Shanahan K-12 Literacy Tom Guskey Assessment Elliot Soloway Technology Integration Persida and William English as a Second Beth Still Technology Integration Himmele Language Richard Strong & Harvey Heidi Hayes Jacobs Curriculum Mapping Struggling Students Silver Jennifer James Cultural Intelligence Cathy Toll Coaching Differentiated Teaching and Stephanie Hirsch Collaboration Carol Tomlinson Learning Ellin Keene Outcomes of Understanding Tony Vincent Technology Integration JoEllen Killion Professional Development Sue Watson Literacy Leadership Brain Research, Scott Kinney Technology Integration Judy Willis Mathematics Middle School Curriculum Paula Kluth Inclusive Practices Rick Wormeli & Instruction
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PROGRAM QUALITY REVIEW SERVICES
In 1985, the superintendents of Bucks County endorsed a school/program evaluation process. Since that time, Bucks County School Districts have participated in a mutually-beneficial school or program quality review process enabling teams of educators - teachers, administrators, content specialists and consultants - to visit a requesting school district for three days to develop a detailed report on the state of its program. The team uses a set of questions and probes to interview district personnel, examine documents, and collect data from a variety of sources, including parents and students. The data are then used to write a report detailing the team's conclusions about the educational program. This report also summarizes strengths, needs and recommendations to be used by the district for future planning. Over the past twenty-five years, the Intermediate Unit has participated in the review process of sixty-six school programs. Program Quality Reviews in the last eight years have included the following:
Autism BCIU 22 Early Intervention Mathematics K-6 Bensalem Mathematics 7-12 Reading/English/Language Arts Bristol Borough 21st Century Grant Technology Bristol Township 21st Century Grant
Centennial Website
Council Rock Mathematics
Morrisville 21st Century Grant
New Hope-Solebury English Language Arts 6-9
Business/Informational Palisades Technology Reading/English/Language Arts Pennsbury District Information Systems Mathematics Quakertown Social Studies
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Instructional Materials & Technology Media Circulation
Through Instructional Materials and Research Services (IMRS), the Intermediate Unit works diligently to provide high quality instructional media to Bucks County educators, utilizing technology resources through the Regional Wide Area Network that connects the schools of Bucks County.
During the 2010-2011 School Year, Bucks County Educators… Streamed 123,157 Discovery Streaming Plus titles to their desktop, a 15% increase over the previous year, and accessed Safari Montage content to support classroom instruction. Discovery Streaming and Safari Montage, when combined, offers a digital collection of 13,000 full-length instructional videos from today’s leading educational content producers. These titles are searchable in a variety of ways: by keyword, by Pennsylvania state standard, and by content area. The titles are also broken down into smaller clips, allowing educators the ability to easily navigate to specific parts of a video without having to fast forward or rewind. The titles are also supplemented with instructional guides, lesson plans, blackline masters, and writing prompts, quizzes. The Intermediate Unit hosts both services locally for Bucks County districts. Doing so alleviates bandwidth strains on district Internet connections by utilizing the high capacity countywide Wide Area Network (WAN).
Utilized 1,640 site-based videos in 24 elementary schools and 5 middle schools throughout the county. These collections consist of language arts and social studies titles that support specific, year-long curricular goals within the classroom.
Brought the universe to the students through 18 StarLab circulations to local districts. StarLab is a portable planetarium valued at $18,000.00. Once trained, teachers literally bring their students inside StarLab to lead lessons on the universe. The StarLab was in Bucks County school classrooms for 36 weeks during the school year.
Professional Library Services
The Bucks County Intermediate Unit #22 Professional Library has continued its long history of providing reliable professional development resources and publications to the educators of the county.
In 2010-2011: 460 books were circulated. This collection represents the county’s only dedicated professional library for educators. 53 new titles, including 14 eBooks, were added to the library catalog, bringing the collection to approximately 2,000 titles. Access to over 2,100 professional journals
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and publications were added to the collection through a subscription to EBSCO’s Education Research Complete collection. Additional databases are available through the state-wide ACCESS P.O.W.E.R. Library project. This is an online research tool that contains a wealth of full text information from EBSCO, ERIC, SIRS, AP Photo Archives, and many other sources.
70 Interlibrary Loan (ILL) requests were fulfilled through Access Pennsylvania, an interlibrary loan project for sharing needed materials across the state. The collections of over 2,991 libraries and 22.2 million unique titles are included in this project and accessible to library patrons.
Through the Interlibrary Delivery System (IDS), the Professional Library and its 7 district affiliate libraries shipped 143 packages at a reduced rate. IDS provides a cost effective, efficient delivery service linking libraries to support timely resource sharing throughout the Commonwealth of Pennsylvania.
18 research requests were fulfilled. With the $145.00 rate an outside agency would charge, the BCIU saved its constituents $2,610.00.
Delivery Services
IMRS delivery services delivered 11,023 units of mail, packages, books, media, and other instructional materials both to and among schools within all of Bucks County’s 13 districts and 3 technical schools.
Professional Development
IMRS staff members are poised to respond to the needs and requests of its constituents in many areas of support and professional education. In 2010-2011, IMRS reached over 2,500 workshop participants consisting of superintendents, central office administration, building administration, teachers, and support staff. Topics included: Video-on-demand training Instructional technology tools Videoconferencing Google tools, such as Docs, Calendars, and Earth Moodle tools BCSAA Technology Day: Digital Textbooks Smart and Promethean Training MAC Training Web-based Conferencing: Elluminate and Skype And various customized sessions
In addition to traditional face-to-face models for professional learning, IMRS continues to explore virtual models of professional development, using a mixture of web-based and traditional videoconferencing platforms. This new form of professional development allows Bucks County to connect with major
19 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013 educational speakers at reduced costs. This technology also allows educators to receive professional development from any location with Internet access. IMRS launched its second Virtual Speakers Series in the Fall 2011. Through the use of the web-based conferencing tool Elluminate, top-notch talent from across the nation provided high quality, interactive professional development directly to Bucks County teachers and administrators. The speakers and topics included: . Dr. Scott McLeod: The Future of Assessment . Beth Still: Get Ready! Get Set! Get Organized! . Richard Byrne: Common Challenges Facing Educators and Tools to Address Them . Tony Vincent: Learning Through Projects . Vicki Davis: Flattening Classrooms, Expanding Minds . Will Richardson: How to Answer the ‘Yeah, Buts’ that Stop Innovation
IMRS continues to facilitate videoconferences and teleconferences for the BCIU and its constituent districts. Specifically, IMRS has facilitated the following videoconferences for district stakeholders: . PDE Event: Bring Your Own Technology . PA Virtual Conference: The Future of Online Learning . PDE Virtual Town Hall regarding teacher assessment . Mt. Washington Observatory . NASA eMissions . MAGPI Professional Development Programs . Pro Football Hall of Fame . Bathysphere Underwater Biological Laboratory . Liberty Science Center . MAGPI Kids are Heroes Program . Oaida International, Ghana
VALUE-ADDING RESOURCES FOR SCHOOL DISTRICTS
Shown below are some examples of initiatives that have directly impacted our school districts' students, teachers, and programs. In many cases, substantial funds flow through the Intermediate Unit for use at the district/school level. Quite often these funds are available as the result of the Intermediate Unit receiving a competitive grant. The preponderance of these funds goes directly to the school buildings and classrooms. The remainder supports essential services within the division in order to avoid an increase of costs to the school districts.
20 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
Scholarships and Initiatives that Positively Impact Bucks County Schools
Grant/Initiative Years Grant Amount 21st Century Teaching and Learning /Technology Instructional Coach 2010-2011 $125,000 Act 183 – Wide Area Network Grant 2006 - 2009 $1,500,000 Act 183 Videoconferencing 2009-2011 $339,103 Art on the Move 2004 - 2006 $150,000 Bucks County Drug and Alcohol Commission 2003 - 2011 $ 295,464 Bucks County Tobacco Control Project 2003 - 2008 $ 625,117 Core Teaching Skills: Aligning Curriculum to Standards in PA 2003 - 2005 $260,000 Enhancing Education through Technology 2003 - 2005 $167,310 Haley Foundation 2006 - 2007 $3,000 Health Promotion Council of Phila – Tobacco Prevention Program 2007-2008 $78,000 HIV/STD/Pregnancy Prevention Mini Grant 2010 $5,000 Keystones I - Technology Integrators 2003 - 2005 $135,855 Keystones II - Technology Integrators 2004 - 2006 $175,000 Keystones III - Technology Integrators 2005 - 2007 $190,000 Keystones IV - Technology Integrators 2006 - 2008 $260,000 netTrekker 2005 - 2006 $35,936 PDE School Crisis Response Grant 2008 - 2009 $10,000 PDE Training for New Federal Programs Coordinators 2008 - 2011 $30,000 Pennsylvania Literacy Framework 2004 - 2005 $36,800 Pennsylvania Technology Integration Mentors 2008 – 2012 $60,000 Safari Montage Content Licensing Savings through PAIMS Grant 2010-2011 $220,855 Safari Montage PAIMS Grant Project Management 2009-2011 $187,500 Safe and Drug Free Schools and Communities Act (non-public) 2003 - 2009 $ 214,163 School Improvement 2007 - 2011 $139,368 Tender Bridges (Pre-K Partnership Forum) 2005 - 2006 $2,160 University of Pennsylvania MAGPI Fellowship 2008 - 2009 $600 Verizon e-Literacy 2004 - 2005 $2,500 Verizon Bucks County Educators Professional Learning Communities 2008 - 2009 $10,000 Wachovia 2006 - 2008 $15,000 Total $5,273,731
INNOVATIVE REVENUE SOURCES
The Intermediate Unit has, over the last several years, worked to develop programs that meet the training needs of our schools while, at the same time, created new sources of revenue to support our internal programs. This goal is realized through the development of partnerships with institutions of higher education and the marketing of the Intermediate Unit's facilities for professional development. It is important to note that the Intermediate Unit's facilities for professional development are available for use at no cost to member school districts. These external revenues have helped to defray costs for the schools. The Intermediate Unit continues to proactively seek new sources of revenue.
21 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
Scholastic Consortium
Through an established partnership with Scholastic Education, the Bucks County Schools Intermediate Unit worked with individual school districts to provide consortium pricing for reading materials needed within school districts. Through this consortium, Bucks County school districts realized a savings of $38,635 in 2010-2011.
Post-Secondary Partnerships Through post secondary partnership Bucks County Intermediate Unit realized revenue of $17,587 in 2010-2011, which helps defray costs to Bucks County school districts.
Other Sources Facility Rentals to Post-Secondary and 2003 - present $192,185 Non-Profit organizations Interlibrary Delivery Service of PA 2000 - 2010 $584,286 Total $776,471
22 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
CALENDAR
The following calendar was developed as a tool for the 2012-2013 budget allowing for review and discussion while adhering to specified deadlines.
10/17/11 Preliminary budgets are assembled and reviewed by the Executive Director, the Assistant Executive Director for Education Services, and the Business Administrator.
11/30/11 Preliminary budgets are modified, as necessary, and submitted to the Executive Director for final review.
12/16/11 The Programs & Services and Instructional Materials & Research Services budgets are reviewed by a committee comprised of Superintendents of the Intermediate Unit's member school districts.
12/16/11 The Programs & Services and Instructional Materials & Research Services budgets are distributed to all superintendents of the member school districts of the Intermediate Unit for their review and consideration. 1/17/12 The Programs & Services and Instructional Materials & Research Services budgets are reviewed by the Intermediate Unit Board’s Finance Committee. 1/17/12 The Programs & Services and Instructional Materials & Research Services budgets are presented to the Intermediate Unit Board of School Directors for its review and consideration. 1/17/12 The Intermediate Unit Board of School Directors preliminarily approves the Programs & Services and Instructional Materials & Research Services budgets. 1/17/12 The Programs & Services and Instructional Materials & Research Services budgets are made available to the general public, local school boards in the Intermediate Unit, and staff as necessary or requested.
1/18/12 The Executive Director, the Assistant Executive Director for Education Services, the through Business Administrator and other appropriate staff present the Programs & Services 3/01/12 and Instructional Materials & Research Services budgets, as requested, to member school boards of the Intermediate Unit. The member school boards review and take official action during public meetings on these budgets. To obtain official approval, these budgets must be approved by a majority of the local school boards. If the majority approves the budgets, all districts are required by law to contribute their support as requested in the Revenue Section of the budget. If the budgets fail to obtain the approval of a majority of the boards, they are returned, revised, and resubmitted for district approval until that approval is obtained.
4/17/12 The Intermediate Unit Board of School Directors reviews and adopts the Programs & Services and Instructional Materials & Research Services budgets.
4/30/12 The approved budgets are submitted to the Pennsylvania Department of Education.
6/30/12 The revised 2012-2013 Programs & Services and Instructional Materials & Research Services budgets are submitted to Intermediate Unit budget administrators for the year’s operation.
23 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
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24
2012-2013 The Programs & Services and PROGRAMS & Instructional Materials & Research services budget SERVICES provides funds for two major activities of the Bucks County AND Intermediate Unit #22.
INSTRUCTIONAL These two activities are: Programs & Services and MATERIALS & Instructional Materials & Research Services. RESEARCH
SERVICES
BUDGET OF
$1,777,266
This section contains a summary of the revenue and expenditures followed by the presentation of more detailed revenue and expenditure budget.
25 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
SUMMARY OF REVENUE AND EXPENDITURES
INSTRUCTIONAL MATERIALS & PROGRAMS & RESEARCH 2012-13 SERVICES SERVICES TOTAL
REVENUE 6000 District Sources$ 599,876 $ 438,676 1,038,552 7000 State Sources 67,053 25,532 92,585 9000 Other Local Sources 478,789 167,340 646,129
TOTAL REVENUE$ 1,145,718 $ 631,548 $ 1,777,266
EXPENDITURES - BY FUNCTION 2000 SUPPORT SERVICES 2200 Instructional Staff Services$ 716,242 $ 631,548 $ 1,347,790 2300 Administration Services 115,700 - 115,700 2800 Central Support Services 313,776 - 313,776 TOTAL SUPPORT SERVICES$ 1,145,718 $ 631,548 $ 1,777,266
TOTAL EXPENDITURES BY FUNCTION$ 1,145,718 $ 631,548 $ 1,777,266
EXPENDITURES - BY OBJECT 100 Salaries$ 673,081 $ 255,428 $ 928,509 200 Benefits 275,526 135,917 411,443 300 Professional Services 37,877 14,050 51,927 400 Property Services 7,000 6,383 13,383 500 Other Services 89,027 33,254 122,281 600 Supplies 15,957 180,516 196,473 700 Property 36,600 5,400 42,000 800 Other Objects 10,650 600 11,250
TOTAL EXPENDITURES BY OBJECT$ 1,145,718 $ 631,548 $ 1,777,266
26 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
REVENUE COMPARISON
The revenue for the Programs & Services and Instructional Materials & Research Services budget is received from a variety of District, State, and Other Local sources. Each revenue amount provided by a member school district of the Intermediate Unit, the state or other agency is dedicated to the delivery of programs and services that support Bucks County schools.
The 2012-2013 budgeted revenue and differences from the prior year are as follows:
Budget Percentage 2011-12 2012-13 Percentage Increase Increase Category Budget Budget of Total (Decrease) (Decrease)
District Sources$ 1,042,292 $ 1,038,552 58.44%$ (3,740) (0.36%) State Sources 292,622 92,585 5.21% (200,037) (68.36%) Other Local Sources 510,624 646,129 36.36% 135,505 26.54%
Total $ 1,845,538 $ 1,777,266 100.00%$ (68,272) (3.70%)
$1,100,000 $1,000,000 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $-
27 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
REVENUE DETAIL
INSTRUCTIONAL MATERIALS & PROGRAMS & RESEARCH 2012-13 SERVICES SERVICES TOTAL
DISTRICT SOURCES Contribution by Withholding$ 592,107 $ - 592,107 Inter-Governmental Purchased Services 7,769 438,676 446,445
TOTAL DISTRICT SOURCES 599,876 438,676 1,038,552
STATE SOURCES General Operating Subsidy - - - Social Security Subsidy 25,746 9,770 35,516 Retirement Subsidy 41,307 15,762 57,069
TOTAL STATE SOURCES 67,053 25,532 92,585
OTHER LOCAL SOURCES Interlibrary Delivery Service - 64,000 64,000 Nonpublic IMRS Service Fees - 28,000 28,000 Special Programs/Services 255,089 - 255,089 Special IMRS - 75,340 75,340 Post Secondary Partnership 54,700 - 54,700 Fund Balance Appropriation 169,000 - 169,000 (P & S Generated Revenue) TOTAL OTHER LOCAL SOURCES 478,789 167,340 646,129
TOTAL REVENUE AND OTHER FINANCING SOURCES $ 1,145,718 $ 631,548 $ 1,777,266
28 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
REVENUE EXPLANATION AND INFORMATION
DISTRICT SOURCES
Revenue from district sources includes money received from the thirteen (13) public school districts comprising the Bucks County Intermediate Unit. All funds provided through this source are used to provide Programs & Services and Instructional Materials & Research Services for these districts. The Intermediate Unit does not use any of the funds received from the following “District Sources” to support its budget for general administration, overhead support, or indirect costs of the organization. All funds received through this source are returned to the Intermediate Unit’s member school districts in the form of programs and services identified by Pennsylvania Act 102.
Contributions By Withholding - The public school districts comprising the Bucks County Intermediate Unit provide financial support to the Programs & Services and Instructional Materials & Research Services budget through a withholding contribution. The amount of each district’s contribution is determined in accordance with procedures developed by the Commonwealth of Pennsylvania. These procedures require the use of an inverse aid ratio formula. The result of this formula is that each district’s contribution is made in direct relation to its wealth. This contribution is withheld by the state from each local school district’s Equalized Subsidy for Basic Education (ESBE) and is paid directly to the Intermediate Unit. The total amount of this contribution is used entirely to provide funding for the Programs and Services activities included in this budget. This continues the past practice of the Intermediate Unit’s Board and Administration to insure that all of the financial support provided by the member school districts is returned in the form of direct program and instructional services. This amount of “direct contribution by withholding” is not sufficient to provide for all of the programs and services offered by the Intermediate Unit. The additional revenue needed to fund the programs offered to our member schools comes from State General Operating Subsidy, Social Security and Retirement Subsidies, Inter-Governmental “Direct” Purchased Services and Fund Balance appropriation. There is NO INCREASE in this year’s contribution by withholding due to changes made by the Pennsylvania Department of Education.
The calculation of District Contribution by Withholding on page 54 presents the computation of 2012-2013 contributions using the inverse aid ratio formula. The estimated amount of each district’s contribution during the 2011-12 school year and the change from the 2011-12 year are as shown on the following page.
29 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
2011-12 2012-13 Budgeted Proposed Increase/ District Contribution Contribution (Decrease)
Bensalem $ 45,055 $ 46,186 $ 1,131 Bristol Borough 5,360 5,331 (29) Bristol Township 30,475 30,383 (92) Centennial 42,662 42,402 (260) Central Bucks 137,310 137,362 52 Council Rock 89,977 89,605 (372) Morrisville 4,995 4,932 (63) Neshaminy 61,446 61,202 (244) New Hope-Solebury 11,311 11,597 286 Palisades 14,821 14,176 (645) Pennridge 47,026 47,140 114 Pennsbury 70,389 70,228 (161) Quakertown 31,280 31,563 283 TOTAL $ 592,107 $ 592,107 $ -
The "Budgeted Contribution" rates were taken from the prior year and the "Proposed Contribution" rates were calculated using the aid ratios and WADM information taken from the PDE Website: www.pde.state.pa.us/Data and Statistics/Finances/Financial Date Elements/ 2011-12 Aid Ratios
Inter-Governmental “Direct” Purchased Source – This item includes revenue to provide funds for Programs & Services and Instructional Materials & Research Services programs. This revenue is provided by each of the thirteen (13) public school districts of the Intermediate Unit and the Special Education program operated by the Intermediate Unit. The amount of each district’s contribution is determined by two different formulas. One formula includes payments by each member district irrespective of its size. There is NO INCREASE in the amount of each district’s contribution over last year’s amount. The other formula is determined by multiplying a fixed dollar amount times the number of students enrolled in the district as of October (*) of the prior year. The dollar amount used to determine the “cost per student” contribution contains NO INCREASE over last year’s rate of $4.55 per student. All revenue received from “Direct” Purchased Service will be primarily used to provide Technology and/or Instructional Materials & Research Services, respectively, for the Intermediate Unit’s member districts. The following list represents each district’s contribution from both sources and the increase or decrease from last year’s contribution.
30 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
Total Contribution Fixed Total Purchased Estimated per Student Contr. Purchased Increase Service No. of Enrollment ** per Dist. Service or DISTRICT 2011-12 Students* 2012-13 2012-13 2012-13 (Decrease) Bensalem $ 31,662 6,532 $ 29,720 $ 2,679 $ 32,399 $ 737 Bristol Borough 8,962 1,338 6,087 2,679 8,766 (196) Bristol Township 33,255 6,677 30,380 2,679 33,059 (196) Centennial 29,119 5,713 25,994 2,679 28,673 (446) Central Bucks 95,681 20,092 91,418 2,679 94,097 (1,584) Council Rock 56,855 11,671 53,103 2,679 55,782 (1,073) Morrisville 6,892 948 4,313 2,679 6,992 100 Neshaminy 43,574 8,880 40,404 2,679 43,083 (491) New Hope-Solebury 9,899 1,604 7,298 2,679 9,977 78 Palisades 11,201 1,898 8,635 2,679 11,314 113 Pennridge 36,039 7,374 33,551 2,679 36,230 191 Pennsbury 53,238 10,839 49,317 2,679 51,996 (1,242) Quakertown 26,889 5,364 24,406 2,679 27,085 196 Sub-total $ 443,266 88,930 $ 404,626 $ 34,827 $ 439,453 $ (3,813) I. U. Contribution 6,919 948 4,313 2,679 6,992 73 TOTAL $ 450,185 89,878 $ 408,939 $ 37,506 $ 446,445 $ (3,740) * Source: 2010-11 LEA Schools Profile Enrollment Summary ** Cost for 2012-13 = $4.55 per Student (which is a 0% decrease)
The following is a summary of the total revenue provided by District Sources with a comparison to last year’s revenue: 2011-12 2012-13 2012-13 Total Contribution Purchased Total Increase DISTRICT Dist. Support by Withholding + Service* = Support (Decrease)
Bensalem $ 76,717 $ 46,186 $ 32,399 $ 78,585 $ 1,868 Bristol Borough 14,322 5,331 8,766 14,097 (225) Bristol Township 63,730 30,383 33,059 63,442 (288) Centennial 71,781 42,402 28,673 71,075 (706) Central Bucks 232,991 137,362 94,097 231,459 (1,532) Council Rock 146,832 89,605 55,782 145,387 (1,445) Morrisville 11,887 4,932 6,992 11,924 37 Neshaminy 105,020 61,202 43,083 104,285 (735) New Hope-Solebury 21,210 11,597 9,977 21,574 364 Palisades 26,022 14,176 11,314 25,490 (532) Pennridge 83,065 47,140 36,230 83,370 305 Pennsbury 123,627 70,228 51,996 122,224 (1,403) Quakertown 58,169 31,563 27,085 58,648 479 I. U. Contribution 6,919 - 6,992 6,992 73 TOTAL $ 1,042,292 $ 592,107 $ 446,445 $ 1,038,552 $ (3,740)
31 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
REVENUE FROM STATE SOURCES Revenue from state sources is money collected and distributed by the Commonwealth of Pennsylvania to support the activities of the Intermediate Unit.
General Operating Subsidy - is intended to provide non-categorical support for the operation of the Intermediate Units. The formula used by the Commonwealth to determine the amount of this subsidy is based on three components. Two of these components guarantee a base amount, as determined by the state. One is entitled I.U.- County Guarantee; another is entitled Flat Grant. The final component is based on an I.U.-wide comparison of “Average Daily Membership” (ADM) to the total of all other Intermediate Units’ ADM throughout the state. Effective July 1, 2011, the Commonwealth is no longer providing the General Operating Subsidy to Intermediate Units.
Social Security Subsidy - is revenue received from the state, designated as the Commonwealth’s matching share of the employer’s contribution of the Social Security taxes for covered employees who are not federally funded.
Retirement Subsidy - is revenue received from the state, designated as the Commonwealth’s matching share of the employer’s contribution to the Public School Employees’ Retirement System for covered employees.
REVENUE FROM OTHER LOCAL SOURCES Revenue classified as other local sources is money produced within the boundaries of the Intermediate Unit (or Local Education Agency) and available for its use. The Intermediate Unit anticipates receiving revenue from the following local sources during the coming year:
Interlibrary Delivery Service (IDS) of Pennsylvania – is revenue received for administrative and management services that are provided for IDS, a non-profit membership cooperative of public, academic, school and special libraries providing for the delivery of library materials throughout the State of Pennsylvania.
Nonpublic IMRS Service – is revenue received from nonpublic schools which subscribe to Instructional Materials & Research Services.
Special Programs/Services - is revenue received for fees collected for program development, special conferences, symposia, or workshops, especially from out-of-county participants; and competitive grants.
Post-Secondary Partnerships – is revenue received from tuition agreements with post-secondary institutions.
Fund Balance Appropriation – is Programs & Services Division initiative revenue generated from prior periods that are being committed to finance current year operations.
32 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
EXPENDITURES
The expenditures for the Programs & Services and Instructional Materials & Research Services budget are calculated from five different components: Programs & Services, Curriculum & Instruction, Instructional Materials/Research Services, Technology Applications, and Professional Development.
The 2012-13 budgeted expenditures by function and differences from prior year are as follows:
Budget Percentage 2011-12 2012-13 Percentage Increase/ Increase/ Function Budget Budget of Total (Decrease) (Decrease)
2200 Instructional Staff Services$ 1,429,678 $ 1,347,790 75.84%$ (81,888) (5.73%) 2300 Administration Services 113,830 115,700 6.51% 1,870 1.64% 2800 Central Services 302,030 313,776 17.65% 11,746 3.89%
Total $ 1,845,538 $ 1,777,266 100.00%$ (68,272) (3.70%)
$1,600,000 $1,500,000 $1,400,000 $1,300,000 $1,200,000 $1,100,000 $1,000,000 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 Instructional Staff Administration Central
2011-12 2012-13
33 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
EXPENDITURE EXPLANATION AND INFORMATION
The 2200 Instructional Staff Services Function includes those activities associated with assisting, supporting, and advising the instructional and administrative staff of the Local Education Agencies (LEAs) in the Intermediate Unit’s service area. The expenditures in the Programs and Services column include Curriculum and Instruction Services and Professional Development Services. The expenditures in the Instructional Materials and Research Services column are all used in the operation and maintenance of the instructional materials, digital resources, and the Professional Library programs. Each of these areas is emphasizing the role of technology in the instructional process.
Curriculum and Instruction Services are designed to provide direct services and assistance to school districts in the areas of curriculum management, planning, evaluation, review, instructional improvement, and subject area assistance. A critical function of this division is to provide assistance for the implementation of the curriculum regulations, the Pennsylvania Outcomes and Standards. Staff members provide assistance, support and resources for designing curriculum renewal processes and planned courses. Leadership and technical assistance are provided through County- wide Advisory Councils and Consortia in most subject areas and for key curricular and instructional issues. Resources are developed, analyzed, examined, and disseminated for current curriculum issues, such as the implementation of national standards and curriculum integration. Assistance is also provided for improving instruction and assessment practices.
Professional Development Services are designed to provide direct services and technical assistance to school districts for comprehensive staff and program development planning, delivery, and evaluation. Special emphasis is currently placed on providing programs that relate to the priorities of member districts, such as performance assessment, organizational redesign, instructional improvement, and Pennsylvania curriculum regulations implementation. Programs and services include the organization, coordination, delivery and dissemination of information through workshops, seminars, graduate courses and symposia for districts’ staff. Currently, Professional Development Institutes, Summer Institutes, and the Common Inservice Day provide major vehicles for professional growth among staff and administrators. Exemplary projects and nationally recognized consultants, brought to Bucks County, enable teachers and administrators to access state-of-the-art programs and concepts. A Leadership Training Group, coordinated by Professional Development staff, provides a forum for district trainers, including technical assistance and networking. Special county-wide programs are also provided, based on common needs or mandates as circumstances may require.
Instructional Materials and Research Services are designed to develop, operate, and maintain efficient and cost-effective instructional materials, digital resources, and research support systems. These services provide support that cannot be achieved economically by each district separately. It includes expertise on new developments in the utilization of instructional materials and educational research, as well as the maintenance and operation of related media materials and the professional library.
34 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
EXPENDITURES - BY FUNCTION
PROGRAMS INSTRUCTIONAL MATERIALS & SERVICES & RESEARCH SERVICES TOTAL
2200 INSTRUCTIONAL STAFF SERVICES No. of No. of No. of 100 SALARIES Positions Positions Positions Administrative & Other Salaries 1.85$ 264,311 0.25 40,554$ 2.10$ 304,865 Regular Instruction & Other Prof. 0.50 42,408 1.00 86,700 1.50 129,108 Support 3.60 139,106 3.25 128,174 6.85 267,280 TOTAL SALARIES 5.95 445,825 4.50 255,428 10.45 701,253 200 BENEFITS Social Security 34,105 19,540 53,645 Retirement 54,992 31,524 86,516 Tuition Reimbursement - 11,250 11,250 Worker's Compensation 6,688 3,833 10,521 Health Insurance 91,195 69,257 160,452 Other Benefits 3,793 513 4,306 TOTAL BENEFITS 190,773 135,917 326,690
300 PROFESSIONAL SERVICES Technology Plan Services 5,355 4,050 9,405 Contracted Services 19,602 10,000 29,602 TOTAL PROFESSIONAL SERVICES 24,957 14,050 39,007
400 PROPERTY SERVICES Equipment Maintenance Service 900 2,950 3,850 Vehicle Maintenance Service - 3,433 3,433 Vehicle Rental - - - TOTAL PROPERTY SERVICES 900 6,383 7,283
500 OTHER SERVICES Auto Property Liability - 1,050 1,050 Communications 7,920 10,048 17,968 Printing and Binding 880 1,800 2,680 Xerox 5,500 5,000 10,500 Travel 29,171 15,356 44,527 TOTAL OTHER SERVICES 43,471 33,254 76,725
600 SUPPLIES General Supplies 5,366 83 5,449 Audio-Visual Supplies 8,000 8,000 Media Supplies 10,000 10,000 Gasoline - 2,000 2,000 Books and Periodicals 2,200 - 2,200 Educational Software & Rights - 160,433 160,433 TOTAL SUPPLIES 7,566 180,516 188,082 700 PROPERTY New Equipment 800 5,400 6,200 TOTAL PROPERTY 800 5,400 6,200 800 OTHER OBJECTS Memberships and Dues 1,950 600 2,550 TOTAL OTHER OBJECTS 1,950 600 2,550 TOTAL INSTRUCTIONAL STAFF SERVICES $ 716,242 631,548$ $ 1,347,790
35 Continued on next page BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
EXPENDITURE EXPLANATION AND INFORMATION
The 2300 Administrative Services Function of the budget includes those activities concerned with establishing and administering policy in connection with the overall operation of the Programs & Services Division.
The expenditures in the Programs and Services column are designated to administer the various educational programs that comprise the division as presented in the 2200 Instructional Staff Services Function, and to provide leadership, direction and coordination within the Intermediate Unit in the planning, development and improvement of educational programs, functions and services.
36 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
EXPENDITURES - BY FUNCTION
PROGRAMS INSTRUCTIONAL MATERIALS & SERVICES & RESEARCH SERVICES TOTAL
2300 ADMINISTRATIVE SERVICES No. of No. of No. of 100 SALARIES Positions Positions Positions Administrative & Other Salaries 0.20$ 35,300 0.00 -$ 0.20$ 35,300 Support 0.20 10,092 0.00 - 0.20 10,092 TOTAL SALARIES 0.40 45,392 0.00 - 0.40 45,392
200 BENEFITS Social Security 3,473 - 3,473 Retirement 5,573 - 5,573 Worker's Compensation 681 - 681 Health Insurance 3,952 - 3,952 Other Benefits 410 - 410 TOTAL BENEFITS 14,089 - 14,089
300 PROFESSIONAL SERVICES Technology Plan Services 360 - 360 Contracted Services 400 - 400 TOTAL PROFESSIONAL SERVICES 760 - 760
400 PROPERTY SERVICES Equipment Maintenance Service 650 - 650 TOTAL PROPERTY SERVICES 650 - 650
500 OTHER SERVICES Communications 2,399 - 2,399 Printing and Binding 300 - 300 Xerox 9,446 - 9,446 Travel 11,356 - 11,356 TOTAL OTHER SERVICES 23,501 - 23,501
600 SUPPLIES General Supplies 2,508 - 2,508 Books and Periodicals 300 - 300 TOTAL SUPPLIES 2,808 - 2,808
700 PROPERTY New Equipment 19,400 - 19,400 Replacement Equipment 1,000 - 1,000 TOTAL PROPERTY 20,400 - 20,400
800 OTHER OBJECTS Memberships and Dues 1,100 - 1,100 Program Development 7,000 - 7,000 TOTAL OTHER OBJECTS 8,100 - 8,100
TOTAL ADMINISTRATIVE SERVICES $ 115,700 $ - $ 115,700
37 Continued on next page BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
EXPENDITURE EXPLANATION AND INFORMATION
The 2800 Central Support Services Function includes those activities which provide support for other Programs & Services and Instructional Materials & Research Services functions. This support includes the operation of a county- wide delivery system designed to support the delivery of instructional resources.
Technology Applications Services are designed to disseminate information and services to school district staff on the effective use of computers, the Internet, the Wide Area Network, and emerging technologies in schools and classrooms. The major emphasis is on the application and integration of the new technologies into the classrooms and educational environment. Services include workshops and consultations covering various computer systems and software packages as well as integration methods. Areas of consultation include policy formulation, the integration of computers into the curriculum, technology assessment, and computer facility planning. In addition, Technology Applications Services coordinate provide various special projects on behalf of the county.
38 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
EXPENDITURES - BY FUNCTION
PROGRAMS INSTRUCTIONAL MATERIALS & SERVICES & RESEARCH SERVICES TOTAL
2800 CENTRAL SUPPORT SERVICES No. of No. of No. of 100 SALARIES Positions Positions Positions Administrative & Other Salaries 0.45$ 68,829 0.00 -$ 0.45$ 68,829 Regular Instruction & Other Prof. 1.00 64,000 0.00 - 1.00$ 64,000 Support 0.95 49,035 0.00 - 0.95 49,035 TOTAL SALARIES 2.40 181,864 0.00 - 2.40 181,864
200 BENEFITS Social Security 13,913 - 13,913 Retirement 22,048 - 22,048 Tuition Reimbursement 10,000 - 10,000 Worker's Compensation 2,728 - 2,728 Health Insurance 21,053 - 21,053 Other Benefits 922 - 922 TOTAL BENEFITS 70,664 - 70,664
300 PROFESSIONAL SERVICES Technology Plan Services 2,160 - 2,160 Contracted Services 10,000 - 10,000 TOTAL PROFESSIONAL SERVICES 12,160 - 12,160
400 PROPERTY SERVICES Equipment Maintenance Service 5,450 - 5,450 TOTAL PROPERTY SERVICES 5,450 - 5,450
500 OTHER SERVICES Communications 5,399 - 5,399 Printing and Binding 800 - 800 Xerox 500 - 500 Travel 15,356 - 15,356 TOTAL OTHER SERVICES 22,055 - 22,055
600 SUPPLIES General Supplies 3,583 - 3,583 Books and Periodicals 2,000 - 2,000 TOTAL SUPPLIES 5,583 - 5,583
700 PROPERTY Equipment 15,400 - 15,400 TOTAL PROPERTY 15,400 - 15,400
800 OTHER OBJECTS Memberships and Dues 600 - 600 TOTAL OTHER OBJECTS 600 - 600
TOTAL CENTRAL SUPPORT SERVICES $ 313,776 $ - $ 313,776
GRAND TOTAL $ 1,145,718 $ 631,548 $ 1,777,266
39 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-13
GRAPH OF EXPENDITURE BY OBJECT
BUDGET PERCENTAGE EXPENDITURES 2011-12 2012-13 PERCENTAGE INCREASE/ INCREASE/ BY OBJECT BUDGET BUDGET OF TOTAL (DECREASE) (DECREASE)
100 Salaries$ 1,024,267 $ 928,509 52.24%$ (95,758) (9.35%) 200 Benefits 381,615 411,443 23.15% 29,828 7.82% 300 Professional Services 53,052 51,927 2.92% (1,125) (2.12%) 400 Property Services 17,365 13,383 0.75% (3,982) (22.93%) 500 Other Services 119,516 122,281 6.88% 2,765 2.31% 600 Supplies 196,473 196,473 11.05% - 0.00% 700 Property 42,000 42,000 2.36% - 0.00% 800 Other Objects 11,250 11,250 0.63% - 0.00%
TOTAL BY OBJECT$ 1,845,538 $ 1,777,266 100%$ (68,272) (3.70%)
$2,000,000 $1,900,000 $1,800,000 $1,700,000 $1,600,000 $1,500,000 Other Objects $1,400,000 $1,300,000 Property $1,200,000 Supplies $1,100,000 Other Svcs $1,000,000 Property Svcs $900,000 $800,000 Professional Svcs $700,000 Benefits $600,000 Salaries $500,000 $400,000 $300,000 $200,000 $100,000 $0 2011-12 2012-13
40 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
EXPENDITURE BY OBJECT
EXPENDITURE BY OBJECT
Expenditures decreased overall for objects in this budget by a total of 3.70% or $68,272. A description of each object category is presented below.
SALARIES - The actual increase on individual salaries for staff members included in this budget is based upon existing Intermediate Unit salary agreements. The decrease of 9.35% in this category is the result of the elimination of a position.
BENEFITS have increased 7.82% due primarily to the increase in the PSERS employer contribution rate (from 8.65% in 2011-12 to 12.36% in 2012-13). Other minor fluctuations are due to changes in health benefits – more specifically, because of qualifying life events that have occurred resulting in changes in selected coverage levels.
PROFESSIONAL SERVICES have decreased by 2.12% primarily due to the reduction in technology-related services.
PROPERTY SERVICES have decreased by 22.93% due to the reduction in vehicle lease expense as a result of purchasing an end-of-lease van in 2011.
OTHER PURCHASED SERVICES have increase 2.31% due to minor increases in local travel.
SUPPLIES are expected to remain the same.
PROPERTY is expected to remain the same.
OTHER OBJECTS are expected to remain the same.
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Included in the following section is information designed to
provide and enhance the reader’s comprehension of the services provided through this budget.
SUPPLEMENTAL This includes comparisons to INFORMATION prior years’ budgets, information on the Intermediate Unit as an
organization, the budget policy used in developing this document
and narrative on the account
structure.
43 BUCKS COUNTY SCHOOLS INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
THE REPORTING ENTITY AND ITS SERVICES
The Pennsylvania General Assembly created the Intermediate Units in 1971 by Act 102 to provide local school districts with highly specialized services. The Act identified, but did not limit, seven areas of specialized services that were to be provided by Intermediate Units. These seven identified services include curriculum development and instructional improvement services, educational planning services, instructional materials and research services, continuing professional education services, pupil personnel services, state and federal liaison services, and management services.
In addition to the services specified by Act 102, the Intermediate Unit has become heavily involved in the delivery of educational programs for special needs students of Bucks County. These programs include the delivery of itinerant and full-time "self-contained" classroom services to exceptional students including classes for students whose needs are so unique or whose handicaps are so severe that they cannot be economically served by the individual local district special education programs. The Intermediate Unit also provides educational services to institutionalized students in Cambridge at Point Pleasant and Ridgecrest Residential Facilities, Foundations Behavioral Health, , MCC Warwick House, and the Bucks County Correctional Facility. FUNDS TO PROVIDE PROGRAMS TO SPECIAL NEEDS AND INSTITUTIONALIZED STUDENTS ARE PRESENTED UNDER SEPARATE COVER IN BUDGETS APPROVED BY THE RESPECTIVE FUNDING AGENCIES.
The Programs and Services Division of the Intermediate Unit provides programs and services related to technology applications, curriculum and instruction, staff development, and instructional materials & research. The division serves the needs of the general Bucks County school population as well as its nonpublic schools.
The Bucks County Intermediate Unit also provides an array of general school management, administrative, business, personnel, and state and federal legislative services for Bucks County school districts. Included in these services are numerous programs designed to assist various needs of the community. As in the case of the special education programs, funds to provide these programs are not part of this budget and are presented under separate cover in an Administrative Services Budget approved and controlled by the Intermediate Unit Board.
44 BUCKS COUNTY SCHOOLS INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
MEMBER DISTRICTS
The Intermediate Unit was formed by and in accordance with provisions of Act No. 1970-102, as amended (the "Intermediate Unit Act"). The Act established area regional schools "Intermediate Units" throughout the Commonwealth to replace the then existing County Boards of School Directors. Intermediate Units are part of the public school system of the Commonwealth of Pennsylvania. The public school districts located in Bucks County are assigned to the Bucks County Intermediate Unit's service area, and the Board of Directors of the Intermediate Unit is made up of one member from each of these School Districts. The public School Districts in Bucks County comprising the Intermediate Unit include:
Bensalem Township School District Neshaminy School District Bristol Borough School District New Hope-Solebury School District Bristol Township School District Palisades School District Centennial School District Pennridge School District Central Bucks School District Pennsbury School District Council Rock School District Quakertown Community School District Morrisville Borough School District
45 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
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46 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
BOARD OF DIRECTORS AND ADMINISTRATION
Board of Directors
Michael Hartline, President (Centennial) Vice President unappointed at time of print
Pamela Strange (Bensalem) Beverly Breslin Kalinowski (Bristol Borough) Helen M. Cini (Bristol Township) Michael Hartline (Centennial) Vacant (Central Bucks) Patricia Sexton (Council Rock) John DeWilde (Morrisville) Susan Cummings (Neshaminy) Amanda Elefante (New Hope-Solebury) Carol M. Clemens (Palisades) Dr. Peter Yarnell (Pennridge) Christopher Cridge (Pennsbury) Kelly L. Van Valkenburgh (Quakertown)
Administration
Barry J. Galasso, Ed.D., Executive Director
Diane Paul……………………………..……………………………………….… Director, Special Education Services Michael J. Masko, Ed. D………………………………………….Assistant Executive Director, Education Services Wendy L. Macauley …………………………….Business Administrator/Board Treasurer (Nonvoting Member) Andrea DiDio …………………………………………………………….Board Secretary (Nonvoting Member)
The Intermediate Unit Board is comprised of Board members who serve on School Boards at the local school district level. There is one Board member from each of the thirteen member school districts in Bucks County served by the Intermediate Unit.
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Board of Directors 13 Members
Executive Director
Director, Assistant Executive Director, Director, Director, Director, Instructional Materials & Business Administrator Educational Services Strategic Services Special Education Services Human Resources Technology
Program Director, Director, Director, Online Learning Manager Early Childhood Staff & Program Development Purchasing & Facilities Emotional Support
Director, Supervisor, Director, Instructional Technology Integrator Non-Public Services Early Childhood Education Student Accounting
Director, Supervisor, Director, Special Program Coordinator Professional Education Red Cedar Academy at Tawanka Financial Services
Supervisor, Information Technology Manager Residential Treatment Facilities, Payroll Manager Valley Youth Home, Detention Programs, Alternative Emotional Support, Voyages Programs
Program Director, Autistic Support
Supervisor, Autistic, Autistic ABA, Life Skills Secondary
Supervisor, Secondary Life Skills & Autistic Support
Supervisor, Autistic, Autistic ABA
Program Director, Itinerant Services
Supervisor, Hearing Impaired Support Programs
Supervisor, Speech & Language Programs
Supervisor, Vision Support Programs
Program Director, IDEA Services
Supervisor, Special Education Transportation
Supervisor, Multiple Disabilities Physical Support
Director, Professional Education
48 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
BUDGETING POLICIES AND PROCESS
The School Law of Pennsylvania, as enacted by the Commonwealth Legislature, requires that public school districts and Intermediate Units approve an annual budget on the modified accrual basis for the operation of the General and Special Revenue Funds prior to the start of the fiscal year. These approved budgets are required to be filed with the Pennsylvania Department of Education within thirty (30) days of their approval. Once approved by the Intermediate Unit's Board of Directors, these budgets become the approved spending plan of the Intermediate Unit for the coming year and the Board is prohibited from spending or obligating funds in excess of these amounts. In some situations, such as that normally experienced by the Intermediate Unit, budgets may be adopted or amended after the start of the fiscal year when there is a change in state or federal revenues (PA School Code, Sect. 609, Par. 3). The Board is authorized to transfer funds within the budget during the last nine months of the fiscal year (PA School Code, Sect. 687).
The budgeting cycle starts each September with administrative meetings to evaluate the prior year's budgeting process and to discuss goals and objectives for the coming year.
All budget requests originate at the department or operational control level and are submitted by each supervisor or administrator involved in, or responsible for, a particular subject or program. Each request is reviewed by administrators responsible for specific areas of the budget. These requests are then drafted into a budgetary format for review by our Board and public prior to final approval.
The Programs & Services and Instructional Materials & Research Services budget is reviewed in varying degrees by each of the member school districts comprising the Intermediate Unit. The Executive Director, Assistant Executive Director for Education Services, Business Administrator, and other administrators and supervisors make public presentations, as requested by the Boards of the member school districts, to present and explain the programs and services included in this budget. Each Board is then required to take official action by voting for or against adoption of this budget at a public meeting. The review and approval by local Boards are required by Pennsylvania State Law to be completed by May 1 (PA School Code, Sect. 918-A). The results of the combined votes by the individual members as well as each Board in total are tabulated and counted based on a weighting of each district's student population and comparative wealth. If a majority of votes is positive, the budget is considered approved by the local boards and is sent to the Intermediate Unit Board for its consideration and approval. If a majority of votes is not positive, the budget is revised and resubmitted to the member school districts for their renewed consideration in the same manner as previously outlined. The Pennsylvania Department of Education has not approved extension of the May 1 submission date.
49 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
The budget is controlled by responsible Program Supervisors and Administrators within each program and is reviewed monthly to assure the funding plans are being properly implemented.
Budget deficits by individual accounts are controlled by transferring funds from accounts with available balances. Budget supervisors are responsible for notifying the Intermediate Unit's financial office of funds to be transferred for those accounts that they directly control, that are non-salary and non-benefit accounts. The salary and benefit accounts are controlled by the Business and Personnel Office and any necessary budget transfers are made in conjunction with that program's Assistant Executive Director. Budget revisions for those transfers which require program revisions are usually submitted toward the end of the fiscal year when forecasted expenses are more certain.
Unused appropriations lapse at the end of each fiscal year; however, the Intermediate Unit increases the subsequent year's appropriation by an amount equal to outstanding encumbrances and reserves a portion of the fund balance in a like amount.
50 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
THREE YEAR COMPARISON OF REVENUES - EXPENDITURES
2010-11 2011-12 2012-13 BUDGET PERCENT APPROVED APPROVED PROPOSED INCREASE OF PERCENT P&S / IMRS P&S / IMRS P&S / IMRS OR INCREASE/ OF CATEGORY BUDGET BUDGET BUDGET (DECREASE) (DECREASE BUDGET
REVENUE District Source$ 1,055,775 $ 1,042,292 $ 1,038,552 $ (3,740) (0.36%) 58.44% State Source 331,902 292,622 92,585 (200,037) (68.36%) 5.21% Other Local Sources 508,323 510,624 646,129 135,505 26.54% 36.36%
TOTAL REVENUE $ 1,896,000 $ 1,845,538 $ 1,777,266 $ (68,272) (3.70%) 100.00%
EXPENDITURES BY FUNCTION Program & Services $ 1,270,392 $ 1,228,698 $ 1,145,718 $ (82,980) (6.75%) 64.47% Instructional Materials & Research 625,608 616,840 631,548 14,708 2.38% 35.53% TOTAL EXPENDITURES & OTHER FINANCING USES $ 1,896,000 $ 1,845,538 $ 1,777,266 $ (68,272) (3.70%) 100.00%
EXPENDITURES BY OBJECT Salaries $ 1,035,774 $ 1,024,267 $ 928,509 $ (95,758) (9.35%) 52.24% Benefits 373,224 381,615 411,443 29,828 7.82% 23.15% Professional Services 107,952 53,052 51,927 (1,125) (2.12%) 2.92% Property Services 29,232 17,365 13,383 (3,982) (22.93%) 0.75% Other Services 119,236 119,516 122,281 2,765 2.31% 6.88% Supplies 177,332 196,473 196,473 - 0.00% 11.05% Property 42,000 42,000 42,000 - 0.00% 2.36% Other Objects 11,250 11,250 11,250 - 0.00% 0.63%
TOTAL BY OBJECT $ 1,896,000 $ 1,845,538 $ 1,777,266 $ (68,272) (3.70%) 100.00%
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THREE YEAR COMPARISON OF EXPENDITURES BY FUNCTION AND OBJECT
APPROVED APPROVED PROPOSED INCREASE PERCENT DESCRIPTION 2010-2011 2011-2012 2012-2013 OR OF BUDGET BUDGET BUDGET (DECREASE) CHANGE CURRICULUM AND INSTRUCTION SERVICES 2260 INSTRUCTIONAL SERVICES Salaries $ 205,985 $ 204,353 $ 133,762 $ (70,591) Employee Benefits 81,847 72,338 63,892 (8,446) Professional Services 6,530 8,065 7,165 (900) Property Services 450 450 450 - Other Services 21,778 21,778 21,778 - Supplies 2,783 2,783 2,783 - Property 400 400 400 - Other Objects 850 850 850 - TOTAL CURRICULUM AND INSTRUCTION SERVICES 320,623 311,017 231,080 (79,937) (25.70%) 0 16.85% 13.00% PROFESSIONAL DEVELOPMENT SERVICES 2270 INSTRUCTIONAL SERVICES Salaries 339,208 340,898 312,063 (28,835) Employee Benefits 116,326 117,245 126,881 9,636 Professional Services 41,482 18,017 17,792 (225) Property Services 450 450 450 - Other Services 18,798 18,928 21,693 2,765 Supplies 4,783 4,783 4,783 - Property 400 400 400 - Other Objects 1,100 1,100 1,100 - TOTAL PROFESSIONAL DEVELOPMENT SERVICES 522,547 501,821 485,162 (16,659) (3.32%) 0 27.19% 27.30% EDUCATIONAL SERVICES 2300 ADMINISTRATIVE SERVICES Salaries 44,479 45,392 45,392 - Employee Benefits 11,949 12,219 14,089 1,870 Professional Services 2,820 760 760 - Property Services 650 650 650 - Other Services 23,501 23,501 23,501 - Supplies 2,333 2,808 2,808 - Property 20,400 20,400 20,400 - Other Objects 8,100 8,100 8,100 - TOTAL EDUCATIONAL SERVICES 114,232 113,830 115,700 1,870 1.64% 0 6.17% 6.51% TECHNOLOGY APPLICATIONS 2800 CENTRAL SUPPORT SERVICES Salaries 185,861 176,116 181,864 5,748 Employee Benefits 70,089 64,684 70,664 5,980 Professional Services 7,970 12,160 12,160 - Property Services 5,432 5,432 5,450 18 Other Services 22,055 22,055 22,055 - Supplies 5,583 5,583 5,583 - Property 15,400 15,400 15,400 - Other Objects 600 600 600 - TOTAL TECHNOLOGY APPLICATIONS 312,990 302,030 313,776 11,746 3.89% 0 16.37% 17.65% TOTAL PROGRAMS AND SERVICES: $ 1,270,392 $ 1,228,698 $ 1,145,718 $ (82,980) (6.75%)
52 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
THREE YEAR COMPARISON OF EXPENDITURES BY FUNCTION AND OBJECT
APPROVED APPROVED PROPOSED INCREASE PERCENT DESCRIPTION 2010-2011 2011-2012 2012-2013 OR OF BUDGET BUDGET BUDGET (DECREASE) CHANGE INSTRUCTIONAL MATERIALS AND RESEARCH SERVICES
2220 SUPPORT SERVICES Salaries $ 260,241 $ 257,508 $ 255,428 $ (2,080) Employee Benefits 93,013 115,129 135,917 20,788 Professional Services 49,150 14,050 14,050 - Property Services 22,250 10,383 6,383 (4,000) Other Services 33,104 33,254 33,254 - Supplies 161,850 180,516 180,516 - Property 5,400 5,400 5,400 - Other Objects 600 600 600 - TOTAL INSTRUCTIONAL MATERIALS AND RESEARCH SERVICES: 625,608 616,840 631,548 14,708 2.38% % of Total Budget 34.71% 35.53%
GRAND TOTAL $ 1,896,000 $ 1,845,538 $ 1,777,266 $ (68,272) (3.70%)
68,272
PROFESSIONAL DEVELOPMENT SERVICES CURRICULUM AND 27.30% INSTRUCTION SERVICES 13.00% EDUCATIONAL SERVICES 6.51%
TECHNOLOGY APPLICATIONS INSTRUCTIONAL MATERIALS 17.65% AND RESEARCH SERVICES 35.53%
53 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
MEMBER DISTRICT CONTRIBUTION FORMULA FOR DISTRICT SUPPORT
The Commonwealth of Pennsylvania has developed a system of financial support for Intermediate Units that includes support from its member school districts. This support is based on a formula developed by the Pennsylvania Department of Education, which takes into consideration the comparative wealth and size of the member school districts. Those having the larger population receiving Intermediate Unit services, and those districts having the ability to pay for these services provide a greater amount of support to the Intermediate Unit than those districts having a small population, or lower wealth.
The schedule listed below indicates each member school district’s relative wealth of ability to pay as compared to all other districts (Inverse Aid Ratio) and each district’s size (Estimated Weighted Average Daily Membership – WADM) and the proposed 2012-2013 Withholding Contribution.
CALCULATION OF DISTRICT CONTRIBUTION BY WITHHOLDING 2012-13 Estimated Market District Value Inverse Estimated Weighted Factor Cost Per Withholding MEMBER DISTRICT Aid Ratio Aid Ratio WADM Inv. AR*WADM Factor Contribution
BENSALEM 0.1721 0.8279 7,984.465 6610.3385$ 6.9870 $ 46,186.20 BRISTOL BOROUGH 0.5247 0.4753 1,605.289 762.9938 6.9870 5,331.01 BRISTOL TOWNSHIP 0.4706 0.5294 8,214.098 4348.5434 6.9870 30,383.12 CENTENNIAL 0.1337 0.8663 7,005.323 6068.7113 6.9870 42,401.87 CENTRAL BUCKS 0.1685 0.8315 23,643.757 19659.7839 6.9870 137,362.20 COUNCIL ROCK 0.1000 0.9000 14,249.510 12824.5590 6.9870 89,604.73 MORRISVILLE 0.3777 0.6223 1,134.236 705.8350 6.9870 4,931.64 NESHAMINY 0.1958 0.8042 10,892.139 8759.4581 6.9870 61,202.02 NEW HOPE-SOLEBURY 0.1000 0.9000 1,844.164 1659.7476 6.9870 11,596.60 PALISADES 0.1000 0.9000 2,254.397 2028.9573 6.9870 14,176.25 PENNRIDGE 0.2124 0.7876 8,566.296 6746.8147 6.9870 47,139.75 PENNSBURY 0.2370 0.7630 13,173.473 10051.3598 6.9870 70,228.49 QUAKERTOWN 0.2819 0.7181 6,290.734 4517.3760 6.9870 31,562.74
TOTAL 106,857.881 84,744.4784 $ 592,106.62
The above aid ratios and WADM information are taken from the PDE Web Site: pde.state.pa.us dated 11/15/11 Market Value Aid Ratio (MV AR) is calculated as follows: (School District Market Value/SD WADM) -X 1 (State Total Market Value/State Total WADM) 0.5
Weighted average daily membership (WADM) is the term used for the assignment of weight by grade level to ADM. The current weighting is half-time kindergarten at 0.5, full-time kindergarten and elementary (grades 1-6) at 1.0, and secondary (grades 7-12) at 1.36.
54 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
REVENUE AND EXPENDITURE ACCOUNT NARRATIVE
REVENUE
Revenues are generally recognized when net current assets are increased without a corresponding increase in liabilities. The sources of funds resulting in this increase are the generally recognized method of reporting revenue. These sources are defined by the Pennsylvania Department of Education in the Manual of Accounting and Related Financial Procedures for Pennsylvania School Systems (Revised May, 2001) as revenue from Local sources, revenue from State sources, revenue from Federal sources and other Finance sources. Each source is further separated to reflect the specific type of revenue being received. Information on the revenue sources of the Programs & Services and Instructional Materials & Research Services budget by basic classification is presented in this section. Information on the specific type of revenue for each general category is presented in the revenue section of this budget.
District Source “is revenue from funds collected by the Intermediate Unit's member districts and made available to support the Programs & Services and Instructional Materials & Research Services.”
State Source “is revenue from funds produced within the boundaries of and collected by the state and distributed to LEAs (Local Education Agencies) in amounts different proportionately from the amounts collected within such LEAs.” (Manual of Accounting, p. 20.122)
Other Local Source “is the amount of money produced within the boundaries of the LEA and available to the LEA for its use.” (Manual of Accounting, p. 20.122)
EXPENDITURES
Several levels of classification are used to present governmental fund expenditure data. The major classifications are by fund, function (or program), organizational unit, activity, character and object class. The function level provides information for a group of related activities. Standard function classifications include general government, public safety, highways and streets, sanitation, health and welfare, culture and recreation, and education. These functions vary in importance and nature, based on the government's activities. The object classification is a grouping of types of items purchased or services obtained. (Governmental Accounting, Auditing, and Financial Reporting, GFOA Pg. 18).
55 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
Expenditures By Function:
2000 Support Services: Support Services are those services which provide administrative, technical (such as guidance and health), and logistical support to facilitate and enhance instruction. Support Services exist as adjuncts for the fulfillment of the objectives of instruction, community services, and enterprise programs, rather than as entities within themselves.
2200 Instructional Staff Support Services: Activities associated with assisting, supporting, advising and directing the instructional staff with or on the content and process of providing learning experiences for students.
2300 Administration Support Services: Activities concerned with establishing and administering policy in connection with operating the LEA.
2800 Central Support Services: Activities, other than general administration, which support each of the other instructional and supporting services programs. These activities include planning, research, development, evaluation, information, staff, and data processing services.
Expenditures By Object:
100 Salaries: Gross salaries paid to employees of the LEA who are considered to be in positions of a permanent nature or hired temporarily, including personnel substituting for those in permanent positions. This includes gross salary for personnel services rendered while on the payroll of the LEA.
200 Benefits: Amounts paid by the LEA on behalf of employees; these amounts are not included in gross salary, but are in addition to that amount. Such payments are fringe benefit payments; and, while not paid directly to employees, nevertheless, are parts of the cost of personnel services.
300 Professional Services: Services that by their nature require persons or firms with specialized skills and knowledge. Included are the services of architects, engineers, auditors, dentists, medical doctors, lawyers, consultants, teachers, accountants, etc.
400 Property Services: Services purchased to operate, repair, maintain, and rent property owned and/or used by the LEA. These services are performed by persons other than LEA employees.
56 BUCKS COUNTY INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION BUDGET 2012-2013
500 Other Services: Amounts paid for services not provided by LEA personnel but rendered by organizations or personnel, other than Professional Services and Property Services.
600 Supplies: Amounts paid for material items of an expendable nature that are consumed, worn out, or have deteriorated in use; or items that lose their identity through fabrication or incorporation into different or more complex units or substances.
700 Property: Expenditures for the acquisition of fixed assets, including expenditures for land or existing buildings and improvements of grounds; initial equipment; additional equipment; and replacement of equipment.
800 Other Objects: Amounts paid for goods and services not otherwise classified in objects 100 through 700.
900 Other Financing Uses: This series of codes is used to classify transactions which are not recorded as expenditures to the LEA but require budgetary or accounting control.
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The Bucks County Intermediate Unit #22 is an equal opportunity educational institution and will not discriminate on the basis of race, color, age, religious creed, gender, ancestry, national origin, veteran’s status, or non-job related handicap or disability (except where any of these constitutes a bona fide occupational qualification) in its activities, programs or employment and promotion practices as required by State and Federal laws. It is the responsibility of the applicant or employee to inform the Director of Human Resources that an accommodation is needed. In accordance with State and Federal law, reasonable accommodations will be considered upon the employee’s request.
For information regarding civil rights or grievance procedures or for information regarding services, activities and facilities that are accessible to and usable by handicapped person, please contact the Director of Human Resources at the Bucks County Intermediate Unit #22, 705 North Shady Retreat Road, Doylestown, PA 18901, 215-348-2940, ext. 1520.
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