programs & services and instructional materials & research services

BUCKS COUNTY INTERMEDIATE UNIT #22

PROGRAMS & SERVICES AND INSTRUCTIONAL MATERIALS & RESEARCH SERVICES BUDGET

IU BOARD APPROVAL – 1/20/15

FOR THE SCHOOL YEAR

2015-2016

Bucks County Intermediate Unit #22 705 North Shady Retreat Road, Doylestown, PA 18901


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 2015-2016

TABLE OF CONTENTS

SECTION PAGE

INTRODUCTION

Executive Director’s Budget Message 3 Change in Budget (Graph) 4 Programs and Services Budget Overview 5 Programs and Services Division - Overview 6 Budget Calendar 28

BUDGET 30

Summary of Revenue and Expenditures 31 Revenue Comparison (Graph) 32 Revenue Detail 33 Revenue Explanation and Information 34 Expenditures (Graph) 38 Expenditure Explanation and Information

– 2200 Instructional Staff Services 39 Expenditures By Function

– 2200 Instructional Staff Services 40 Expenditure Explanation and Information

– 2300 Administrative Services 41 Expenditures By Function

– 2300 Administrative Services 42 Expenditure Explanation and Information

– 2800 Central Support Services 43 Expenditures By Function

– 2800 Central Support Services 44 Graph of Expenditure by Object 45 Expenditure by Object 46

SUPPLEMENTAL INFORMATION 47

The Reporting Entity and Its Services 48 Board of Directors and Administration 51 Table of Organization 52 Budgeting Policies and Process 53 Three Year Comparison of Revenues - Expenditures 55 Three Year Comparison of Expenditures by Function and Object 56 Member District Contribution - Formula for District Support 58 Revenue and Expenditure Account Narrative 59

11111


BUDGET 2015-2016

THIS PAGE IS INTENTIONALLY LEFT BLANK.

2222

BUCKS COUNTY INTERMEDIATE UNIT #22PROGRAMS AI\D SERVICES DIVISION

BUDGET 2015-2016

EXECUTIVE DIRECTOR'S MESSAGE

January 20,2015

Dear Bucks County School Board Members

The proposed 2015-2016 Programs & Services and Instructional Materials & Research

Services Budget in the amount of $1,699,230 is submitted herewith. This budget supports

the operation of the Programs & Services Division of the Bucks County Schools Intermediate

Unit, which provides direct curriculum, instruction, assessment, staff development, school

improvement, instructional materials, research and instructional technology services to Bucks

County school districts. The Budget includes additional information about a number of keyBCIU services that support increased student achievement in our school districts.

This budget is funded by state subsidies, district contributions, and other local sources.

This year's budget has decreased from last year's budget by $17,994 or 1.05Yo, as a result ofeconomies that we have realized. ln fact, the Programs and Services Division has

decreased its budget for the seventh consecutive year, while, at the same time,

improving and expanding its services to Bucks County public schools. The overall

decrease of 75.60/o was accomplished despite a significant increase in employer PSERS

contributions.

The Pennsylvania law requires that the member school districts of Intermediate Unitsvote on this budget before May lst of each year. This budget was reviewed by the

Superintendents' Advisory Council, and has been preliminarily approved by a majorityvote of the Intermediate Unit Board of School Directors.

Your district's contribution to this budget (see page 36) is determined by two formulasthat reflect your aid ratio and the number of students. As a result of these formulas,

districts with declining enrollments need fewer services and contribute less to support thisbudget; districts with growing enrollments receive additional services and contribute more to

support this budget. The chart on page four illustrates the Programs & Services

and Instructional Materials & Research Services Budget history over the last seven years.

We appreciate having the continuing opportunity of working with your district and the other

Bucks County school districts to help fulfill your educational objectives.

Sincerely,

J

Executi


BUDGET 2015-2016

$2,013,345

$1,932,000 $1,896,000

$1,845,538

$1,777,266

$1,734,570 $1,717,224

$1,699,230

$1,500,000

$1,550,000

$1,600,000

$1,650,000

$1,700,000

$1,750,000

$1,800,000

$1,850,000

$1,900,000

$1,950,000

$2,000,000

$2,050,000

2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16

Total decrease from 2008-2009 to 2015-2016 is $314,115 or 15.6%

-1.05%-1.00%

-1.86%

-4.04%

-2.66%

-3.70%-2.40%

Programs & Services and Instructional Materials & Research Services

Change in Budget Since 2008-2009

4444


BUDGET 2015-2016

BUDGET OVERVIEW

BUDGET: $1,699,230

Revenues • There is an overall decrease in Inter-Governmental “Direct Purchase” (except as affected by

enrollment). • State sources have increased due to the increase in the PSERS employer contribution rate.

• The Bucks County Intermediate Unit has controlled costs by making personnel changes and by looking for alternative revenue sources. Allocation of revenues from commercial partnerships, contracts with 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 expand our 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 $17,994 or 1.05%

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; Comprehensive Planning; ESEA Waiver Requirements; the Pennsylvania Core Standards; the Pennsylvania School Performance Profile; the Keystone Exams; Teacher, Specialist and Principal Effectiveness; and Acts 45 and 48.

55555


BUDGET 2015-2016

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. The Programs & Services Division provides support in ten major categories:

1. Professional Education Services 2. Curriculum and Instruction Services 3. Instructional Materials and Research Services 4. Professional Library 5. Program Quality Review Services 6. Federal and State Programs and Grants Services 7. Advisory Services 8. Online Learning 9. Student and Parent Programs 10. Prevention Services

The following pages contain a description of the benefits provided to Bucks County schools and districts in each of these ten categories.

66666


BUDGET 2015-2016

1. PROFESSIONAL EDUCATION SERVICES

The core mission of the Intermediate Units in Pennsylvania is to provide constituent districts and Intermediate Unit staff with high quality, sustained, job-embedded professional development. Professional Education Services provide educators and school leaders with a wealth of opportunities to grow both personally and professionally in order to enhance students’ achievement and growth.

The BCIU provides:

• More than 570 professional development opportunities annually. • Nearly 10,500 participants with high quality professional development annually. • Nearly 100 Continuing Professional Education Courses annually. • Approximately 25 videoconferences/teleconferences annually.

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. Despite the two-year Act 45/48 moratorium and limited school district resources for releasing professional staff to attend trainings, the BCIU continues to be the leading regional provider of professional development.

Number of Educators Registered through the BCIU Online Catalog for Professional Development Courses/Workshops

2013-2014 10,393 2012-2013 11,477 2011-2012 11,987

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 160,762

7


BUDGET 2015-2016

Current Professional Learning Themes:

• Pennsylvania Core Standards

o English Language Arts o Mathematics

• Designing Curriculum and Instruction o Understanding by Design o Formative Assessment o The Learning Brain Series o Reading Apprenticeship and Adolescent Literacy o PVAAS student growth data analysis and application

• Keystone Exams and Project Based Assessments o Algebra I o Biology o Literature

• Inclusive Practices o Co-Teaching o Universal Design for Learning

• Act 126 Child Abuse Recognition and Reporting Training • PIMS Student And Employee Data Collection • Instructional Technology

o Traditional and Web-based Videoconferencing o Video-on-Demand o Electronic Whiteboards o Web 2.0 Tools o Office applications o Online Learning Environments o Internet Safety

• Leadership and Supervision o Leadership Seminar Series (Bucks County School Administrators Association) o Teacher, Specialist and Principal Effectiveness o Pennsylvania Institute for Instructional Coaching o Act 45 Professional Education for Superintendents, Assistant Superintendents,

Principals and Assistant Principals, and Career and Technical Center Directors o LaSalle University Certification Programs

ESL Certificate Autism Spectrum Endorsement Instructional Coach Endorsement

• School Culture and Climate o Barriers to Learning and At-Risk Youth o School Community Partnerships o Positive School Climate o Response to Crisis

8888


BUDGET 2015-2016

Paula Kluth Inclusive Practices Jim Knight Coaching Stephen Leinwand Mathematics Anthony Le Storti Leadership Jeff Litts Education Law Greg Marshall Science Robert Marzano Art &Science of Teaching

Scott McLeod Technology and Assessment

Jay McTighe Understanding by Design Walter Dean Myers Adolescent Literacy Jack Naglieri Gifted Sue O’Connell Math Process Standards Kyle Peck Technology Integration Penn Literacy Network Literacy Neale Pitches Literacy Leadership Tim Rasinski Literacy Doug Reeves School Reform Will Richardson Technology Integration Stephanie Romano Secondary Literacy Lance Rougeux Technology Integration Keith Sawyer Collaboration Mike Schmoker School Reform Sarah Schul Assessment Tim Shanahan K-12 Literacy Eric Sheninger Technology Integration

Elliot Soloway

Technology Integration

Beth Still Technology Integration Richard Strong & Harvey Silver

Struggling Students

Cathy Toll Coaching

Carol Tomlinson Differentiated Teaching and Learning

Tony Vincent Technology Integration Mark Walz Education Law Sue Watson Literacy Leadership

Judy Willis Brain Research, Mathematics

Rick Wormeli Middle School Curriculum & Instruction

National Thought & Research Leaders Sponsored by the BCIU Since 2003

Dick Allington Literacy Jeff Anderson Literacy Laurie Halse Anderson Children’s Author Anita Archer Literacy Victoria Bernhardt Data Analysis Katherine Bomer Writing

Richard Byrne

Technology Integration Gay Campbell Communication Peter Catalanotto Children’s Author Alison Cook-Sather Secondary Literacy Chris Corrallo Technology Integration Vicki Davis Technology Integration Denise DeCoste Special Education James Delisle Gifted Steve Dembo Technology Integration Debbie Estes Gifted Eileen Feldgus Early Literacy Nancy Fitchman-Dana Staff Development Christina Frei Project Based Learning Michael Fullan Organizational Change Judy Galbraith Gifted Kelly Gallagher Secondary Literacy Joseph Goebel World Languages Ross Greene Collaborative Problem Solving

Tom Guskey Assessment Persida and William Himmele

English as a Second Language

Stephanie Hirsch Collaboration

Kevin Honeycutt

Creativity Heidi Hayes Jacobs Curriculum Mapping

Jennifer James

Cultural Intelligence

Robyn Jackson Challenging the Gifted Carol Jago Academic Rigor Ellin Keene Outcomes of Understanding

JoEllen Killion

Professional Development

Scott Kinney

Technology Integration Penny Kittle Literacy

99999


BUDGET 2015-2016

Virtual Professional Development

In addition to traditional face-to-face models for professional learning, the BCIU continues to take advantage of virtual models of professional development, using a mixture of web-based and traditional videoconferencing platforms. This new form of professional development allows Bucks County educators to connect with top-notch talent from across the nation, and provides high quality, interactive professional development directly to Bucks County teachers and administrators at a greatly reduced cost. Recent speakers and topics include:

BCIU Interactive Book clubs Katherine Bomer: Hidden Gems – Assessment Practices for the Writing Classroom Richard Byrne: Common Challenges Facing Educators and Tools to Address Them Vicki Davis: Flattening Classrooms, Expanding Minds Doug Fisher and Diane Lapp: Comprehension Within Guided Reading Michael Graves: Vocabulary Instruction Stephanie Hirsch: Utilizing Standards for Professional Learning Kevin Honeycutt: Creativity is Essential Holly Jobe: Creating a World-Class Education System Mary Margaret Kerr: Suicide Prevention Jo Ellen Killion: Building Effective Professional Learning Communities Brandon Lutz & Scott Snyder: 60 Apps in 60 Minutes Angela Maiers: You Matter: Changing Learning and Lives Dr. Joe Mazza: Creating a Connected Learning Environment Dr. Scott McLeod: The Future of Assessment Tim Rasinski: Fluency and Vocabulary Development Will Richardson: How to Answer the ‘Yeah, Buts’ that Stop Innovation Keith Sawyer: Group Genius Eric Sheninger: Twitter for Educators Dr. Gary Stager: This is What Learning Looks Like Beth Still: Get Ready! Get Set! Get Organized! Tony Vincent: Learning Through Projects Tony Vincent: Show What You Know with Technology Judy Willis: Brain-Friendly Instructional Strategies for the Math and Science Classroom

New Teacher Induction The BCIU plans, organizes and conducts a consortium for New Teacher Induction in collaboration with several Bucks County school districts. A full day workshop is provided each year in late August for teachers new to the profession and experienced teachers new to a district. A specialized program is designed to meet the needs of elementary, secondary, special education, and experienced teachers with the highlight of experienced teacher panels from our participating districts.

1010101010


BUDGET 2015-2016

2. CURRICULUM AND INSTRUCTION SERVICES

The BCIU supports and assists member schools and districts in the review, planning, development, and evaluation of curricula and instructional materials. 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.

Recently, the BCIU has provided particular emphasis in the following areas through workshops, councils, and customize Services to Bucks County school districts:

Curriculum and Instruction

• Schooling by Design/Understanding by Design

• Customized School Improvement Support

• Early Childhood Initiatives/Tender Bridges

• Response to Intervention and Instruction (RTII)

• Reading Apprenticeship • Integration of Math, Science,

Technology, and Engineering • Developing Mathematical Ideas • Brain Research • Inquiry-based Science • Inclusion

Standards and Assessment

• Transition to the Pennsylvania Core

Standards for English Language Arts and Mathematics

• Keystone Exams • Benchmark Assessments

• ISTE National Education Technology Standards

• Formative Assessment • Student Achievement and Growth Data

Analysis • iNACOL Online Learning Standards • SAS – Standards Aligned System

The Math and Science Collaborative of Bucks County Since 1980, the school districts of Bucks County have voluntarily contributed a small portion of their Title II funds (approximately one and one-half percent) to the Intermediate Unit’s Math/ Science Collaborative.

Annually, more than 500 educators receive professional development through the Collaborative. Collaborative funds provide for presenter fees, materials for participants, and a light lunch or dinner for each workshop. In return for contributing Title II funds to the Collaborative, all teachers in a school district and teachers from nonpublic schools within that school district are eligible to attend Collaborative workshops at no charge.

The Math and Science Advisory Councils guide the Math/ Science Collaborative, keeping the BCIU updated on district initiatives and professional development needs

11111111


BUDGET 2015-2016

3. INSTRUCTIONAL MATERIALS AND RESEARCH SERVICES Instructional Materials & Technology Media Circulation Through its Instructional Materials and Research Services (IMRS), the BCIU provides high quality instructional content to Bucks County educators, utilizing technology resources through the Regional Wide Area Network that connects the schools of Bucks County. The BCIU hosts the SAFARI Montage Digital Media Collection for elementary and secondary schools, and coordinates discounted subscriptions to the Discovery Education Streaming Digital Library. These two resources offer a combined 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 supplemented with instructional guides, lesson plans, blackline masters, and writing prompts and quizzes.

By hosting SAFARI Montage locally for Bucks County districts, the BCIU alleviates bandwidth strains on district Internet connections by utilizing the high capacity countywide Wide Area Network (WAN). The BCIU has successfully negotiated a reduced rate for SAFARI Montage content since 2009, saving districts in Bucks County $200,000 each year in content subscription costs alone.

Annually, the BCIU lends more than 1,500 site-based videos to Bucks County elementary and middle schools, in order to provide curriculum support for language arts and social studies.

By circulating the StarLab to local districts, the BCIU brings the universe to Bucks County students. StarLab is a portable planetarium valued at $18,000. Once trained, teachers literally bring their students inside StarLab to lead lessons on astronomy. The StarLab is on loan to Bucks County school classrooms for 36 weeks during the school year.

The IMRS van provides inter-district mail delivery among all thirteen schools districts, the three CTCs, Intermediate Unit locations, and subscribing non-public schools as a value-added service. IMRS delivery service delivers more than 11,000 units of mail, packages, books, media, and other instructional materials annually.

Technology Integration/Digital Resources Moodle Learning Management Services – The Intermediate Unit’s Moodle solution supports the professional learning of school district staff who participate in continuing professional education courses, Act 45 and Act 48 professional development, and online learning.

12


BUDGET 2015-2016

“Training Camp” provides the county and state with a variety of customized, discounted technology professional development boot camps on-site.

The BCIU facilitates 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, and PAIUnet.

Multimedia Services is responsible for the administration of the Intermediate Unit’s website (www.bucksiu.org) and related social media accounts to include design, professional development opportunities, and training. Training and support in digital media are provided to help incorporate emerging technologies in an on-demand environment. The Intermediate Unit also facilitates teleconferences, web conferences, and videoconferences.

13131313


BUDGET 2015-2016

4. THE PROFESSIONAL LIBRARY

The BCIU makes available a collection of 2,100 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 POWER Library 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, brain-based instruction, gifted education, innovation, school leadership, instructional technology, special education, and online learning.

In 2011-2012 access to over 2,100 professional journals and publications was added to the collection through a subscription to EBSCO’s Education Research Complete collection. Additional databases are available through the state-wide POWER Library project. This is an online research tool that contains a wealth of full text information from EBSCO, Book Flix, Newspaper Source Plus, SIRS Discover, AP Images, and more.

Through the EBSCO Education Research Complete database, Bucks County educators have access to over 2,000 education-specific research journals and publications. During 2013-14, educators performed 3,644 research inquiries and accessed 490 full-text articles and 627 abstracts.

The BCIU also fulfills Interlibrary Loan (ILL) requests through Access Pennsylvania, an interlibrary loan project for sharing needed materials across the state. The collections of over 2,600 libraries and 22.2 million unique titles are included in this project and accessible to library patrons.

14141414


BUDGET 2015-2016

5. 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-nine years, the Intermediate Unit has participated in the review process of seventy-six school programs. Program Quality Reviews in the last ten years have included the following:

Bucks County IU

Act 89

Bensalem Mathematics K-6 Mathematics 7-12

Bristol Township

Technology

Centennial

Instructional Technology

Council Rock Mathematics Gifted K-12

Morrisville

Business Office and Human Resources

Neshaminy

English Language Arts K-12 Instructional Technology Gifted K-12

New Hope-Solebury

English Language Arts 6-9 Mathematics K-12 Science K-12

Palisades

Business/Informational Technology

Pennsbury

Reading/English/Language Arts District Information Systems Gifted K-8

Quakertown Mathematics Social Studies

During 2014-2015, the Intermediate Unit is conducting four Program Quality Reviews for Bucks County districts. The value of each review is estimated at $20,000. The BCIU also provides Program Quality Review services to out-of-county and non-public schools for a fee, which contributes to cost reduction to Bucks County schools for BCIU Programs and Services.

15151515


BUDGET 2015-2016

6. FEDERAL AND STATE PROGRAMS AND GRANTS SERVICES The BCIU assists districts in preparing applications for and implementing programs or grants from the federal and state governments. Major initiatives in this area include:

Title I, Part A / Nonpublic These programs are designed to improve opportunities for educationally-deprived children and to help them meet the state content and performance standards in reading, language arts and mathematics. Eligibility is based on a student’s residence in a district’s Title I ‘attendance area’ and her/his achievement level. The Intermediate Unit has contracts with numerous Bucks County school districts to provide required remedial reading to eligible students in nonpublic schools in these districts.

PAIUnet PAIUnet is a statewide, high-speed digital network that connects all 29 Pennsylvania Intermediate Units and their respective member schools. The network enables educators and students throughout the Commonwealth to create, communicate, collaborate and share valuable resources to enhance student learning. Examples of PAIUnet services include: SAFARI Montage, iSAFE, videoconferencing, and the Standards Aligned Systems Portal (SAS).

Training for District Federal Programs Coordinators The BCIU receives a grant annually to provide a series of three regional PDE Trainings for New Federal Programs Coordinators at the BCIU.

Title I Neglected and Delinquent The BCIU provides assistance to agencies that operate educational programs for children and youth in institutions or community day programs for Neglected or Delinquent children. The purpose is to prevent at-risk students from dropping out of school, to complete high school or make progress toward a GED, training or employment program, and to make successful transitions from programs in an institution to further schooling and employment. The BCIU collaborates with a number of local institutions and community day programs for neglected and/or delinquent children and youth for supplementary programs in reading, mathematics, GED tutoring, and school counselors.

21st Century Community Learning Centers The BCIU is named as the external evaluator for f i v e grants at school locations in Bucks County and Philadelphia.

Pennsylvania Institute for Instructional Coaching Grant (PIIC) The Pennsylvania Institute for Instructional Coaching Grant (PIIC) provides the uniform and consistent delivery of sustained professional development around instructional coaching and mentoring. Through the PIIC grant, the BCIU works with teams of teachers from several Bucks County school districts to increase student engagement and improve student achievement.

16161616


BUDGET 2015-2016

Keystones to Opportunity - Bristol Township School District The Striving Readers Comprehensive Literacy (SRCL) program is authorized as part of the FY 2010 Consolidated Appropriations Act (Pub. L. No. 111-117) under the Title I demonstration authority (Part E, Section 1502 of the Elementary and Secondary Education Act (ESEA). Through the Act, Congress provided $200 million for a comprehensive literacy development and education program to advance literacy skills for students from birth through grade 12.

The purpose of the Striving Readers Comprehensive Literacy (SRCL) discretionary grants is to create a comprehensive literacy program to advance literacy skills — including pre-literacy skills, reading, and writing — for students from birth through grade 12, including limited- English-proficient students and students with disabilities.

Pennsylvania was one of six states awarded a grant for the initial amount of $38 million for the first year of a possible 5-year grant and re-named the federal Striving Readers Grant as the Keystones to Opportunity Grant for participating Pennsylvania schools. Through a competitive process based on capacity and need, 56 Pennsylvania school districts were awarded subgrants. Bristol Township School District was one of the 56 districts.

Bristol Township School District has contracted with the Bucks County Intermediate Unit #22 to provide a comprehensive and systemic implementation plan for K-2 literacy instruction in all nine BTSD elementary schools for the 2012-13, 2013-14, and 2014-15 school years.

Title I State System of Support This grant from the Pennsylvania Department of Education enables the BCIU to provide expertise, support and training for school improvement, standards aligned systems, and student and school growth data (PVAAS).

PDE Initiatives PDE initiative grants enable the BCIU to provide expertise, support, and training for Keystone Exams, Common Core Standards, Teacher, Specialist and Principal Evaluation and Safe Schools.

1717171717


BUDGET 2015-2016

7. ADVISORY COUNCILS The Programs & Services Division supports twenty 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 Assistant Superintendents.

Through collaboration across the county, the advisory councils achieve economies of scale, avoid duplication of effort, inform the BCIU regarding needs of schools and districts, and reinforce and support connections and communication between Bucks County school districts and the Pennsylvania Department of Education. Active advisory councils include:

Business Computers Information Technology (BCIT) English as a Second Language Committee Health and Physical Education High School Consortium IMRS (Librarians) Instructional Coaches Mathematics Programs and Services Reading/English/Language Arts School Counselors Science Social Studies Technician Advisory Council Technology Advisory Council Technology and Engineering Education Technology Mentors Tender Bridges Advisory Council Title I Visual Arts Advisory Council World Languages

1818181818


BUDGET 2015-2016

8. ONLINE LEARNING Online Teaching and Learning BCIU continues its partnership with the Quakertown Community School District (QCSD) on the development of Bridges Virtual Education Services, an initiative that focuses on bringing a variety of high quality virtual learning options to the students and school districts of Bucks County and beyond.

Through BCIU and QCSD’s unique experiences with virtual learning, Bridges Virtual is able 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 full year 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. Schools districts are able to utilize Bridges Virtual as a full service provider for summer learning opportunities for middle and high school students. This solution provides opportunities for middle and high school students to: recover credits toward graduation, earn initial course credits, accelerate learning, remediate in targeted areas, and prepare for the transition from middle to high school.

3. 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.

4. 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.

5. Professional Development opportunities are available for all levels of staff, specific to their roles and responsibilities.

19


BUDGET 2015-2016

9. STUDENT AND PARENT PROGRAMS • The Reading Olympics, now in its 21st 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, 5,300 students in 378 teams read approximately 17,010 books. The event is coordinated by the Intermediate Unit, in collaboration with representatives from each district in the county.

• The Regional High School and Middle 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. 2013’s event saw more than 50 students from ten 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 #girlSTEM 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, 360 female students from all over Bucks County attended the event at Delaware Valley College.

• 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. In addition, student artwork from five non-public schools is included on a rotating basis. 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 Bucks County Intermediate Unit Art on the Move Program, through the efforts of the BCIU Arts Education Trust Board, makes available portions of the Bucks County Intermediate Unit #22 Art Collection to all the students of Bucks County. The Art on the Move program brings original pieces of art created by Bucks County artists to the students in a meaningful way. Through the program each school receives a collection of six original pieces of art for 8 – 10 weeks in the fall or spring. Each collection is accompanied by a curriculum that allows the artwork to be used as a springboard for learning and to create work related to the collection.

2020202020


BUDGET 2015-2016

• The Art on the Move Curriculum is available to each grade level and consists of lesson ideas connected to the standards for math, social studies, science, art, language arts, cultural connections, and technology.

• The Intermediate Unit 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.

• The BCIU 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. 2014-15 parent workshops include:

• 10/21/14 - Meditation - Beyond "Zen & the Art of Motorcycle Maintenance" • 11/5/14 - Mental Training for Sport and Beyond • 11/12/14 - Motivating the Unmotivated: Challenges and Solutions • 11/19/14 - Say Goodbye to Leave it to Beaver: Understanding Diverse Families

Today • 2/4/15 - "Cutting Out" Self-Injurious Behaviors: A Rising Trend Among

Adolescents • 2/24/15 - Understanding Depression, Anxiety & Bi-Polar in Young People • 3/3/15 - ADHD in Children & Adults • 3/24/15 - Proud Parents, Proud Kids: Toward Becoming Self-Esteem Parent • 3/31/15 - Question, Persuade, Refer: How to Help Prevent Suicide in

Children, Adolescents and Adults • 4/7/15 - How to Stubbornly Refuse to Get Upset About Anyone's Behavior or

Anything Else, Ever! • 4/28/15 - DSM V - Changes in Diagnosis for Kids & Teens

• Bucks County Student Voters (BCSV) is a grassroots nonpartisan organization working

with local school districts in Bucks County and the community at large to enhance civics education. The mission of BCSV is three-fold—to teach our youth to be responsible and informed citizens; to provide a hands-on, realistic voting experience on Election Day; and to increase adult voter participation through a “trickle up” effect. BCSV has partnered with public and private/parochial schools in Bucks County, the Bucks County Board of Elections, the League of Women Voters, the Intelligencer and Bucks County Courier Times, and United Way of Bucks County. In 2013, the Bucks County Intermediate Unit #22 assumed responsibility of the BCSV Program (formerly Kids Voting of Southeast PA).

21212121


BUDGET 2015-2016

10. PREVENTION SERVICES Alcohol, Tobacco & Other Drugs (ATOD)/Violence Prevention The BCIU Prevention Programs include programs and services in the area of ATOD (alcohol, tobacco and other drugs) and violence prevention.

These programs include:

ATOD Education Services-Student based programs: Provide classroom speaking engagements throughout Bucks County schools

ATOD Information Dissemination: Through school-based advisory councils and meetings, prevention resources and current prevention information and updates are disseminated to school representatives.

ATOD Alternative Activities: This program provides a Peer Leadership program to schools. This program trains high school students in a tobacco prevention lesson. The high school students then present the prevention lesson to 4th and 5th grade classes.

ATOD/Violence Prevention Professional Development: This program provides workshops to school staff and administrators on topics such as: Best Practices in Bullying Prevention/Intervention strategies, violence prevention, current drug trends and drug & alcohol prevention.

Bullying Prevention: Bullying programs for students encompass a blend of interactive content and discussion to help students recognize the prevalence and types of bullying, the important role of the bystander, why bullying contributes to violence and how students can play a vital role in maintaining a bully free environment. The BCIU prevention coordinator is a certified Olweus Bullying Prevention Program trainer.

This year, the BCIU was awarded funding from the Pennsylvania Department of Drug & Alcohol Programs [DDAP] Strategic Prevention Framework/Partnership for Success. This project is designed to address two of the nation’s top substance abuse prevention priorities:

1. Underage drinking among persons aged 12 to 20, and

2. Prescription drug misuse and abuse among persons aged 12-25.

These programs will include classroom education lessons and evidenced based parent programs though home and school meetings. Total grant award $13,000.

Youth Suicide Prevention According to the Pennsylvania Department of Public Welfare, Office Of Mental Health and Substance Abuse Services, suicide is the third leading cause of death among youth age 15-24, accounting for more deaths than cancer, heart disease, AIDS, birth defects, stroke, pneumonia, the flu, and chronic lung disease combined. During the past half century, the incidence of suicide among adolescents and young adults has nearly tripled. In response to this alarming statistic, a group of concerned community and school professionals, under the direction of the Bucks County Intermediate Unit, formed the Bucks County Youth Suicide Prevention Taskforce.

2222222222


BUDGET 2015-2016

The mission of the Bucks County Youth Suicide Prevention Taskforce is to provide an opportunity for professionals to come together to network, share resources, share data, provide professional development opportunities and consider some advocacy efforts in an attempt to decrease the incidence of youth suicide and better prepare schools to prevent this tragedy.

The BCIU Youth Suicide Prevention Taskforce [BCYSPT] has developed a partnership with the county-wide efforts initiated by our county commissioners to develop, the Bucks County Suicide Prevention Taskforce. The BCYSPT serves as the sub-committee of the county’s overall initiative focusing on prevention efforts aimed to school aged youth.

Gambling Prevention Gambling prevention education programs are available through a grant from the PA Department of Health & The Bucks County Drug & Alcohol Commission.

These programs include:

Gambling Education Services: Student-based programs: Provide classroom based gambling prevention programs to schools.

Gambling Information Dissemination: Through school-based advisory councils and meetings gambling prevention resources and current information and updates are disseminated to school representatives.

Other Initiatives The BCIU provides representation and support to the county consortium, Bucks Promise for Youth and Communities (BPYC). The mission of BPYC is to mobilize, build and strengthen the community around our youth to enrich the quality of life in Bucks County. The consortium is comprised of community individuals who support the mission of BPYC including, Key Leaders, Catchment Area Representatives, Community Mobilizers, Agency Representatives, and Business Representatives.

The BCIU also acts as a liaison and regional lead for PA Department of Education in Safe Schools initiatives.

23232323


BUDGET 2015-2016

DISTRICT SUPPORT TEAMS

Each year, 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 assembles teams to work in each district on an ongoing basis. In 2014-15, the BCIU District Support Teams are providing direct services to Bucks County Districts as follows:

District

Point(s) of Contact

Area(s) of Support

Bensalem Township Kathy Leon

Technology Program Quality Review Student Assessment-Standards based quarterly assessments

Bristol Borough Tom Shaffer

Development of Chapter 4 plans AIMSWeb LETRS training starting in August, February and May Math workshops Literacy project with Dorothy Dissin

Bristol Township Melanie Gehrens Karen Snedeker

KtO - Year 3 Support Digital Promise grant for middle schools -tablets for every teacher and student PIIC - additional high school team SLO support

Centennial Jennifer Polinchock

Development of Chapter 4 plans Gifted Program development and support ESL program support

Central Bucks David Bolton Nancy Silvious

Development of Chapter 4 plans Act 45 module for renewal…Staying the Course for Productive School-Community Relations Tech Integration support with Jason Jaffe

Council Rock Barry Desko Joy McClendon

Development of Chapter 4 plans Community Forum Common Core Project-Based Assessments Exploring iPads apps for the classroom

Morrisville Mike Kopakowski

Support for online learning Support for teacher effectiveness

Neshaminy David Geanette Gloria Hancock

Gifted Program Quality Review Developing a balanced streamlined student assessment system English Language Arts fidelity check

New Hope-Solebury Steve Yanni

Fidelity Check of English Language Arts Program K-12-Spring 2015 Middle and high school scheduling

Palisades Kate Kieres

Development of Chapter 4 plans Curriculum review of social studies Expand elementary social studies curriculum and coordinate RELA and social studies Year 2 of math review

Pennsbury Donna Dunar

Development of Chapter 4 plans An analysis of county-wide world languages programs to support district Goal of investigating world languages expansion

Pennridge Bruce Bovard

Possible changes to the middle school model Data team support

Quakertown Suzanne Laverick-Stone Rachel Holler Terri Kelly Lisa Hoffman

Psychometrics for full day kindergarten Support of K-7 world languages initiative PA Core impact on PSSA-math and reading

24242424


BUDGET 2015-2016

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.

Grants and Funding that Positively Impact Bucks County Schools

Grant/Initiative Years Grant Amount 21st Century Teaching and Learning /Technology Instructional 2010 - 2011 $125,000 Act 183 – Non-Public Schools Connectivity 2010 - 2011 $33,171 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 Bristol Township School District Keystones to Opportunity 2012 - 2015 $202,000 Bucks County Drug and Alcohol Commission 2003 - 2014 $ 424,792 Bucks County Tobacco Control Project 2003 - 2008 $ 625,117 Haley Foundation 2006 - 2007 $3,000 Health Promotion Council of Phila – Tobacco Prevention 2007 - 2008 $78,000 HIV/STD/Pregnancy Prevention Mini Grant (PDE) 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 Mathematics Design Collaborative 2014 - 2015 $10,000 PDE School Crisis Response Grant 2008 - 2009 $10,000 PDE Training for New Federal Programs Coordinators 2008 - 2015 $30,000 Pennsylvania Department of Drug & Alcohol Programs 2014 - 2015 $13,000 Pennsylvania Literacy Framework 2004 - 2005 $36,800 Pennsylvania Statewide STEM Competition for Students 2013 - 2014 $1,000 Pennsylvania Technology Integration Mentors 2008 - 2012 $60,000 Safari Montage Content Licensing Savings through PAIMS 2010 - 2011 $220,855 Safari Montage PAIMS Grant Project Management 2009 - 2011 $187,500 Safe and Drug Free Schools and Communities Act 2003 - 2009 $ 214,163 School Improvement 2007 - 2011 $139,368 United Way Women’s Initiative 2013 - 2014 $10,000 University of Pennsylvania MAGPI Fellowship 2008 - 2009 $600 Verizon Bucks County Educators Professional Learning 2008 - 2009 $10,000 Wachovia 2006 - 2008 $15,000

Total $5,204,324

25


BUDGET 2015-2016

Internet Safety and Technology New Federal regulations require that school entities receiving E-rate funding to offset telecommunications expenses provide their staff and students with comprehensive training related to Internet Safety. As a result, the Intermediate Unit has developed and shared training resources and facilitated a wide variety of trainings and workshops to help our students ensure that they remain in compliance to protect this valuable funding source.

For the past three years, the Intermediate Unit has coordinated a Technology Policy Pool consortium for our districts and Career and Technical Centers through Sweet, Stevens, Katz, and Williams LLP, for the purpose of providing cost-effective legal support in the ever- changing area of educational technology. This “opt in” countywide consortium ensures that participating entities receive the following services at a significantly reduced rate of less than $1,000 per entity per year:

• Telephone and e-mail advice and opinions concerning technology-related issues. • Model policies, guidance, forms, worksheets, handouts, and outlines to be shared with

all pool counsel members where relevant and applicable. • One (1) annual training, in-service, or group meeting concerning educational

technology for each participating LEA with the topics, nature, and size determined by the LEA.

In addition, the consortium receives: • Two (2) half-day trainings and/or face-to-face consultations at joint advisory council

meetings (Tech Council, for example). • Two (2) countywide trainings, in-service sessions, or group presentations regarding

educational technology determined by countywide needs. Site-based Technology Boot Camps and Workshops The BCIU has facilitated several on-site technical certification programs to meet local technical training needs for district stakeholders. These have resulted in significant savings. Most recently, the Intermediate Unit coordinated Cisco Certified Network Associate (CCNA) and Microsoft Certified Systems Administrator (NCSA) technical certification boot camps for Bucks County school district personnel. These certifications are recognized as the industry- standard endorsements for computer networking. However, obtaining the certification requires advanced coursework, often times held out-of-town. At the request of the district Technology Directors, the BCIU worked to host the training in our computer lab. Our efforts reduced the overall costs by aggregating our training needs to receive a discount and by eliminating a week's worth of overnight travel expenses, saving more than $20,000 for each of the trainings.

262626


BUDGET 2015-2016

INNOVATIVE REVENUE SOURCES

Over the course of the last several years, the BCIU has worked to develop programs that meet the training needs of our schools. At the same time, we have 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.

Expansion of 21st Century CLC Evaluation Services to Philadelphia Grant Recipients The BCIU has extended the grant evaluation services that it has provided in Bucks County since 2004 to grant recipients in Philadelphia, thereby using BCIU expertise to tap a new source of revenue.

Interlibrary Delivery Service of Pennsylvania (IDS) The BCIU serves as the contracted provider of management services for the Interlibrary Delivery Service (IDS) of Pennsylvania, whose purpose is to provide a cost effective efficient delivery service linking all types of libraries to support timely resource sharing throughout Pennsylvania. As an incorporated not-for-profit membership organization, IDS is supported by a state/local partnership, which includes a state subsidy and local dues. Through IDS, member libraries share print and non-print library resources to meet the information needs of users. IDS membership includes 409 academic, state, and school libraries throughout Pennsylvania and 10 out-of-state libraries. Management services include the coordination of the IDS Board of Directors, daily operations and customer service, liaison to the United Parcel Service (UPS) as the contracted shipping provider, financial services, and technical services such as database management and website hosting. Since 1999, BCIU has generated $815,388 in revenue for these services. Since 2009, IDS has shipped more than 2.4 million packages, resulting in a savings of $7.3 million for shipping expenses to member libraries.

Post-Secondary Partnerships Through post-secondary partnerships, the Bucks County Intermediate Unit obtains agreements with colleges and universities that reduce tuition costs to educators and their school districts.

Facility Rentals to Post-Secondary and Non-Profit organizations Revenue from this source totals $209,315 for the period 2003-present.

2727272727


BUDGET 2015-2016

CALENDAR

The following calendar was developed as a tool for the 2015-2016 budget allowing for review and discussion while adhering to specified deadlines.

10/31/14 Preliminary budgets are assembled and reviewed by the Executive Director, the Assistant

Executive Director for Education Services, and the Business Administrator.

11/21/14 Preliminary budgets are modified, as necessary, and submitted to the Executive Director for final review.

12/18/14 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.

12/18/14 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.

1/20/15 The Programs & Services and Instructional Materials & Research Services budgets are reviewed by the Intermediate Unit Board’s Finance Committee.

1/20/15 The Programs & Services and Instructional Materials & Research Services budgets are presented to the Intermediate Unit Board of School Directors for its review and consideration.

1/20/15 The Intermediate Unit Board of School Directors preliminarily approves the Programs & Services and Instructional Materials & Research Services budgets.

1/20/15 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.

1/20/15 The Executive Director, the Assistant Executive Director for Education Services, the through Business Administrator and other appropriate staff present the Programs & Services and 2/27/15 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.

4/21/15 The Intermediate Unit Board of School Directors reviews and adopts the Programs &

Services and Instructional Materials & Research Services budgets.

4/30/15 The approved budgets are submitted to the Pennsylvania Department of Education.

6/30/15 The revised 2015-2016 Programs & Services and Instructional Materials & Research Services budgets are submitted to Intermediate Unit budget administrators for the year’s operation.

28282828


BUDGET 2015-2016


29292929

2015-2016

PROGRAMS &

SERVICES

AND

INSTRUCTIONAL

MATERIALS &

RESEARCH

SERVICES

BUDGET OF

$1,699,230

The Programs & Services and Instructional Materials & Research services budget provides funds for two major activities of the Bucks County Intermediate Unit #22.

These two activities are: Programs & Services and Instructional Materials & Research Services.

This section contains a summary of the revenue and expenditures followed by the presentation of more detailed revenue and expenditure budget.

30303030


BUDGET 2015-2016

SUMMARY OF REVENUE AND EXPENDITURES

INSTRUCTIONAL MATERIALS &

PROGRAMS & RESEARCH 2015-16 SERVICES SERVICES TOTAL

REVENUE 6000 District Sources $ 643,586 $ 383,352 1,026,938 7000 State Sources 113,898 39,002 152,900 9000 Other Local Sources 420,158 99,234 519,392

TOTAL REVENUE $ 1,177,642

$ 521,588

$ 1,699,230

EXPENDITURES - BY FUNCTION 2000 SUPPORT SERVICES 2200 Instructional Staff Services $ 692,832 $ 521,588 $ 1,214,420 2300 Administration Services 85,445 - 85,445 2800 Central Support Services 399,365 - 399,365 TOTA L SUPPORT SERVICES $ 1,177,642 $ 521,588 $ 1,699,230

TOTAL EXPENDITURES BY FUNCTION $ 1,177,642 $ 521,588 $ 1,699,230

EXPENDITURES - BY OBJECT 100 Salaries $ 665,961 $ 233,672 $ 899,633 200 Benefits 325,505 125,816 451,321 300 Professional Services 110,760 11,535 122,295 400 Property Services 3,050 2,518 5,568 500 Other Services 31,940 10,946 42,886 600 Supplies 15,862 131,501 147,363 700 Property 21,259 5,000 26,259 800 Other Objects 3,305 600 3,905

TOTAL EXPENDITURES BY OBJECT $ 1,177,642 $ 521,588 $ 1,699,230

3131313131

The revenue for the Programs & Services and Instructional Materials & Research Services budget is receivedfrom 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 2015-2016 budgeted revenue and differences from the prior year are as follows:

Budget Percentage2014-15 2015-16 Percentage Increase Increase

Category Budget Budget of Total (Decrease) (Decrease)

District Sources $1,030,938 $1,026,938 60.04% (4,000)$ (0.39%)State Sources 132,939 152,900 7.74% 19,961$ 15.02%Other Local Sources 553,347 519,392 32.22% (33,955)$ (6.14%)

Total 1,717,224$ $1,699,230 100.00% (17,994)$ (1.05%)

REVENUE COMPARISON

BUCKS COUNTY INTERMEDIATE UNIT #22PROGRAMS AND SERVICES DIVISION

BUDGET 2015-2016

$-

$100,000

$200,000

$300,000

$400,000

$500,000

$600,000

$700,000

$800,000

$900,000

$1,000,000

$1,100,000

2014-15 2015-16

32


BUDGET 2015-2016

REVENUE DETAIL

INSTRUCTIONAL MATERIALS &

PROGRAMS & RESEARCH 2015-16 SERVICES SERVICES TOTAL

DISTRICT SOURCES

Contribution by Withholding Inter-Governmental

$ 592,107 $ -

592,107

Purchased Services 51,479 383,352 434,831

TOTAL DISTRICT SOURCES 643,586 383,352 1,026,938

STATE SOURCES General Operating Subsidy - - - Social Security Subsidy 26,135 8,938 35,073 Retirement Subsidy 87,763 30,064 117,827

TOTAL STATE SOURCES 113,898 39,002 152,900

OTHER LOCAL SOURCES Interlibrary Delivery Service - 74,182 74,182 Special Programs/Services 388,609 25,052 413,661 Post Secondary Partnership 4,000 - 4,000 Fund Balance Appropriation 27,549 27,549

(P & S Generated Revenue) TOTAL OTHER LOCAL SOURCES 420,158 99,234 519,392

TOTAL REVENUE AND OTHER FINANCING SOURCES

$ 1,177,642

$ 521,588

$ 1,699,230

3333333333


BUDGET 2015-2016

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 Basic Education Subsidy 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 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 58 presents the computation of 2015-2016 contributions using the inverse aid ratio formula. The estimated amount of each district’s contribution during the 2015-16 school year and the change from the 2014-15 year are as shown on the following page.

34343434


BUDGET 2015-2016

2014-15 2015-16 District

Budgeted Contribution

Proposed Contribution

Increase/ (Decrease)

Bensalem $ 48,986

$ 48,962

$ (24) Bristol Borough 5,415 5,455

40

Bristol Township 30,399 30,998

599 Centennial 42,432 42,223 (209) Central Bucks 135,906 136,028 122 Council Rock 88,020 87,521 (499) Morrisville 4,877 4,761 (116) Neshaminy 61,126 62,193 1067 New Hope-Solebury 12,144 12,215 71 Palisades 14,207 13,839 (368) Pennridge 47,035 46,719 (316) Pennsbury 70,280 69,970 (310) Quakertown 31,279 31,223 (56)

TOTAL $ 592,107 $ 592,107 $ 0

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 Data Elements/ 2014-15 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 Instructional 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.

35

http://www.pde.state.pa.us/Data


BUDGET 2015-2016

Total Contribution Fixed TotalPurchased Estimated per Student Contr. Purchased Increase

Service No. of Enrollment** per Dist. Service orDISTRICT 2014-15 Students* 2015-16 2015-16 2015-16 (Decrease)Bensalem 32,936$ 6,701 30,490$ 2,679$ 33,169$ 233$ Bristol Borough 8,639 1,261 5,738 2,679 8,417 (222) Bristol Township 33,409 6,796 30,922 2,679 33,601 192 Centennial 28,454 5,546 25,234 2,679 27,913 (541) Central Bucks 91,704 19,090 86,860 2,679 89,539 (2,165) Council Rock 53,843 11,073 50,382 2,679 53,061 (782) Morrisville 6,878 921 4,191 2,679 6,870 (8) Neshaminy 42,691 8,758 39,849 2,679 42,528 (163) New Hope-Solebury 9,726 1,511 6,875 2,679 9,554 (172) Palisades 10,837 1,708 7,771 2,679 10,450 (387) Pennridge 36,080 7,386 33,606 2,679 36,285 205 Pennsbury 50,572 10,462 47,602 2,679 50,281 (291) Quakertown 26,293 5,324 24,224 2,679 26,903 610 Sub-total 432,062$ 86,537 393,744$ 34,827$ 428,571$ (3,491)$ I.U. Contribution 6,769 787 3,581 2,679 6,260 (509) TOTAL 438,831$ 87,324 397,325$ 37,506$ 434,831$ (4,000)$

* Source 2014-15 LEA Schools Profile Enrollment Summary** Cost for 2015-16=$4.55 per Student (which is a 0% decrease)

The following is a summary of the total revenue provided by District Sources with a comparisonto last year's revenue:

2014-15 2015-16Total Contribution Purchased Total Increase

DISTRICT Support by Withholding + Service* = Support (Decrease)Bensalem 81,922$ 48,962$ 33,169$ 82,131$ 209$ Bristol Borough 14,054 5,455 8,417 13,872 (182) Bristol Township 63,808 30,998 33,601 64,599 791 Centennial 70,886 42,223 27,913 70,136 (750) Central Bucks 227,610 136,028 89,539 225,567 (2,043) Council Rock 141,863 87,521 53,061 140,582 (1,281) Morrisville 11,755 4,761 6,870 11,631 (124) Neshaminy 103,817 62,193 42,528 104,721 904 New Hope-Solebury 21,870 12,215 9,554 21,769 (101) Palisades 25,044 13,839 10,450 24,289 (755) Pennridge 83,115 46,719 36,285 83,004 (111) Pennsbury 120,852 69,970 50,281 120,251 (601) Quakertown 57,572 31,223 26,903 58,126 554 I.U. Contribution 6,769 - 6,260 6,260 (509) TOTAL 1,030,938 592,107 434,831$ 1,026,938$ (4,000)$

2015-16

3636363636


BUDGET 2015-2016

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 no longer provides 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.

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.

3737


BUDGET 2015-2016

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 2015-16 budgeted expenditures by function and differences from prior year are as follows:

Budget

2014-15 2015-16 Percentage Increase/Function Budget Budget of Total (Decrease)

2200 Instructional Staff Services 1,275,325$ 1,214,420$ 71.47% (60,905)$ 2300 Administration Services 82,696 85,445 5.03% 2,749 2800 Central Services 359,203 399,365 23.50% 40,162

Total 1,717,224$ 1,699,230$ 100.00% (17,994)$

$- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 $800,000 $900,000

$1,000,000 $1,100,000 $1,200,000 $1,300,000 $1,400,000 $1,500,000 $1,600,000

Instructional StaffServices

Administration Services Central Services

2014-15 2015-16

38383838


BUDGET 2015-2016

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.

3939393939

EXPENDITURES - BY FUNCTION

PROGRAMS INSTRUCTIONAL MATERIALS & SERVICES & RESEARCH SERVICES TOTAL

2200 INSTRUCTIONAL STAFF SERVICESNo. of No. of No. of

100 SALARIES Positions Positions PositionsAdministrative & Other Salaries 1.60 244,941$ 0.35 54,777$ 1.95 299,718$ Regular Instruction & Other Prof. 0.50 42,890 0.50 54,075 1.00 96,965 Support 1.85 97,004 3.25 124,820 5.10 221,824

TOTAL SALARIES 3.95 384,835 4.10 233,672 8.05 618,507

200 BENEFITSSocial Security 29,440 17,876 47,316 Retirement 99,209 60,128 159,337 Tuition Reimbursement - 4,500 4,500 Worker's Compensation 5,772 3,505 9,277 Health Insurance 44,663 38,569 83,232 Other Benefits 5,650 1,238 6,888

TOTAL BENEFITS 184,734 125,816 310,550

300 PROFESSIONAL SERVICESProf ED SVCS-Other ED - - Prof Dev Employee Training 277 1,440 1,717 Other Prof & Tech Services 37,625 37,625 Technology Plan Services 3,753 3,895 7,648 Contracted Services 59,080 6,200 65,280

TOTAL PROFESSIONAL SERVICES 100,735 11,535 112,270

400 PROPERTY SERVICESEquipment Maintenance Service 900 1,415 2,315 Vehicle Maintenance Service - 1,103 1,103 Vehicle Rental - - -

TOTAL PROPERTY SERVICES 900 2,518 3,418

500 OTHER SERVICESAuto Property Liability - 1,050 1,050 Communications 2,561 3,138 5,699 Printing and Binding 880 500 1,380 Xerox 7,747 652 8,399 Travel 2,917 5,606 8,523

TOTAL OTHER SERVICES 14,105 10,946 25,051

600 SUPPLIESGeneral Supplies 2,558 586 3,144 Audio-Visual Supplies - Media Supplies - Gasoline - 1,755 1,755 Prof Dev Meal/Refresh 1,848 140 1,988 Books and Periodicals 767 24 791 Tech Supplies & Fees 125,996 125,996 Educational Software & Rights - 3,000 3,000

TOTAL SUPPLIES 5,173 131,501 136,674

700 PROPERTYNew Equipment 400 5,000 5,400

TOTAL PROPERTY 400 5,000 5,400

800 OTHER OBJECTSMemberships and Dues 1,950 600 2,550

TOTAL OTHER OBJECTS 1,950 600 2,550

TOTAL INSTRUCTIONAL STAFFSERVICES 692,832$ 521,588$ 1,214,420$


BUDGET 2015-2016PROGRAMS AND SERVICES DIVISION

4040404040


BUDGET 2015-2016

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.

4141414141



2300 ADMINISTRATIVE SERVICESNo. of No. of No. of

100 SALARIES Positions Positions PositionsAdministrative & Other Salaries 0.20 36,480$ 0.00 -$ 0.20 36,480$ Support 0.20 10,737 0.00 - 0.20 10,737

TOTAL SALARIES 0.40 47,217 0.00 - 0.40 47,217

200 BENEFITSSocial Security 3,612 - 3,612 Retirement 12,123 - 12,123 Worker's Compensation 708 - 708 Health Insurance 3,974 - 3,974 Other Benefits 800 - 800

TOTAL BENEFITS 21,217 - 21,217

300 PROFESSIONAL SERVICESTechnology Plan Services 1,075 - 1,075 Contracted Services 2,602 - 2,602

TOTAL PROFESSIONAL SERVICES 3,677 - 3,677

400 PROPERTY SERVICESEquipment Maintenance Service 650 - 650

TOTAL PROPERTY SERVICES 650 - 650

500 OTHER SERVICESCommunications 999 - 999 Printing and Binding 300 - 300 Xerox 680 - 680 Travel 6,950 - 6,950

TOTAL OTHER SERVICES 8,929 - 8,929

600 SUPPLIESGeneral Supplies 595 - 595 Prgrms & SVCS Meal/Refresh 2,200 - 2,200 Books and Periodicals 300 - 300

TOTAL SUPPLIES 3,095 - 3,095

700 PROPERTYNew Equipment - - - Replacement Equipment - - -

TOTAL PROPERTY - - -

800 OTHER OBJECTSMemberships and Dues 660 - 660 Program Development - - -

TOTAL OTHER OBJECTS 660 - 660

TOTAL ADMINISTRATIVE SERVICES 85,445$ -$ 85,445$

PROGRAMS AND SERVICES DIVISIONBUDGET 2015-2016


4242424242


BUDGET 2015-2016

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.

4343434343



2800 CENTRAL SUPPORT SERVICESNo. of No. of No. of

100 SALARIES Positions Positions PositionsAdministrative & Other Salaries 0.70 91,257$ 0.00 -$ 0.70 91,257$ Regular Instruction & Other Prof. 1.00 77,449 0.00 - 1.00 77,449$ Support 1.45 65,203 0.00 - 1.45 65,203

TOTAL SALARIES 3.15 233,909 0.00 - 3.15 233,909

200 BENEFITSSocial Security 19,217 - 19,217 Retirement 64,194 - 64,194 Tuition Reimbursement 9,000 - 9,000 Worker's Compensation 3,768 - 3,768 Health Insurance 21,700 - 21,700 Other Benefits 1,675 - 1,675

TOTAL BENEFITS 119,554 - 119,554

300 PROFESSIONAL SERVICESTechnology Plan Services 2,993 - 2,993 Contracted Services 3,355 - 3,355

TOTAL PROFESSIONAL SERVICES 6,348 - 6,348

400 PROPERTY SERVICESEquipment Maintenance Service 1,500 - 1,500

TOTAL PROPERTY SERVICES 1,500 - 1,500

500 OTHER SERVICESCommunications 2,087 - 2,087 Printing and Binding 800 - 800 Xerox 1,719 - 1,719 Travel 4,300 - 4,300

TOTAL OTHER SERVICES 8,906 - 8,906

600 SUPPLIESTech Meal/Refresh 263 263 General Supplies 6,740 - 6,740 Books and Periodicals 591 - 591

TOTAL SUPPLIES 7,594 - 7,594

700 PROPERTYEquipment 20,859 - 20,859

TOTAL PROPERTY 20,859 - 20,859

800 OTHER OBJECTSMemberships and Dues 695 - 695

TOTAL OTHER OBJECTS 695 - 695

TOTAL CENTRAL SUPPORT SERVICES 399,365$ -$ 399,365$

GRAND TOTAL 1,177,642$ 521,588$ 1,699,230$

PROGRAMS AND SERVICES DIVISIONBUDGET 2015-2016


4444444444

GRAPH OF EXPENDITURE BY OBJECT

BUDGET PERCENTAGEEXPENDITURES 2014-15 2015-16 PERCENTAGE INCREASE/ INCREASE/

BY OBJECT BUDGET BUDGET OF TOTAL (DECREASE) (DECREASE)

100 Salaries 918,073$ 899,633$ 52.94% (18,440)$ (2.01%)200 Benefits 454,694 451,321 26.56% (3,373) (0.74%)300 Professional Services 85,686 122,295 7.20% 36,609 42.72%400 Property Services 9,433 5,568 0.33% (3,865) (40.97%)500 Other Services 63,162 42,886 2.52% (20,276) (32.10%)600 Supplies 160,033 147,363 8.67% (12,670) (7.92%)700 Property 20,800 26,259 1.55% 5,459 26.25%800 Other Objects 5,343 3,905 0.23% (1,438) (26.91%)

TOTAL BY OBJECT 1,717,224$ 1,699,230$ 100% ($17,994) (1.05%)


BUDGET 2015-16

$0

$100,000

$200,000

$300,000

$400,000

$500,000

$600,000

$700,000

$800,000

$900,000

$1,000,000

$1,100,000

$1,200,000

$1,300,000

$1,400,000

$1,500,000

$1,600,000

$1,700,000

$1,800,000

$1,900,000

$2,000,000

2014-15 2015-16

Other Objects

Property

Supplies

Other Services

Property Services

Professional Services

Benefits

Salaries

45


BUDGET 2015-2016

EXPENDITURE BY OBJECT

EXPENDITURE BY OBJECT

Expenditures decreased overall for objects in this budget by a total of 1.05% or $17,994. A description of each object category is presented below. Salaries – This category has decreased 2.01% due to an overall reduction in FTE’s (from 12.75 FTE’s in 2014-2015 to 11.6 FTE’s in 2015-2016). Benefits – This category has decreased by .74%. This is due to an overall reduction in FTE’s, which is partially offset with an increase in the PSERS employer contribution rate (from 21.4% in 2014-2015 to 25.84% in 2015-2016). Professional Services – This category is projected to increase because of a reduction in FTE’s. This increase is needed to provide high quality services to member districts.

Expenses in the categories Purchased Property Services, Other Purchased Services, Supplies, and Other Objects are all projected to decrease due to the Intermediate Unit’s Administrative efforts to reduce costs.

46

Included in the following section

is information designed to

provide and enhance the reader’s

comprehension of the services

SUPPLEMENTAL

INFORMATION

provided through this budget.

This includes comparisons to

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.

47474747

BUCKS COUNTY SCHOOLS INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION

BUDGET 2015-2016

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.

4848484848

BUCKS COUNTY SCHOOLS INTERMEDIATE UNIT #22 PROGRAMS AND SERVICES DIVISION

BUDGET 2015-2016

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

4949494949


BUDGET 2015-2016


50505050


BUDGET 2015-2016

BOARD OF DIRECTORS AND ADMINISTRATION

Board of Directors

Michael Hartline, President (Centennial)

Patricia Sexton, Vice President (Council Rock)

Pamela Strange (Bensalem) Sandra Weisbrot (New Hope-Solebury)

John D’Angelo (Bristol Borough) Carol M. Clemens (Palisades)

Helen M. Cini (Bristol Township) Ada Miller (Pennridge)

Stephen Corr (Central Bucks) Christopher Cridge (Pennsbury)

Wanda Kartal (Morrisville) Ronald Jackson (Quakertown)

Susan Cummings (Neshaminy)

Administration

Barry J. Galasso, Ed.D., Executive Director

Michael J. Masko, Ed.D., Deputy Executive Director

Mark Hoffman..…….…….……………………………Assistant Executive Director for Educational Services

Rebecca Roberts-Malamis, Esq……Asst. to the Executive Director for Operations & In-House Legal Counsel

Paula M. Harland...................................Director of Business Services/Board Treasurer (Nonvoting Member)

Elizabeth Bittenmaster…....………………….………………………….Board Secretary (Nonvoting Member)

51515151

CABINET

ASCP

Managers & Coordinators

Staff

Bucks County Intermediate Unit #22

Administrative Organization Plan Last Updated: August 2014

Board of Directors

Director GALASSO

Executive Director MASKO

Assistant. Executive

Director for Educational

Services M. HOFFMAN

Director of Strategic Services PEROTTI

Assistant to the

Executive Director for

Operations & In-house

Legal Counsel

ROBERTS- MALAMIS

Director of

Special Education GREANEY

Director of Teaching,

Learning, & Staff

Development FRASCA- STUART

Director of Business Services

HARLAND

Program Director for

Early Childhood Services LIDDLE

Program Director for Itinerant

Services VASCONCELLOS

Program Director

School Age Services

DALE

Director of Non-Public

School Services

Program Director of Technology

KOLLAR

Supervisor of Financial Services

BILOHLAVEK

Supervisor of

Transportation MACK

Director of Facilities & Purchasing

DELAURENTIS

Supervisors of Special Education CARPENTER, CARSON, DINAN , DOLAN, P. HOFFMAN,

KING-RIGBY , KROEMMELBEIN , MITSCH , RAUSCH , SEIDMAN , WARD

of Teaching, Learning, & Nonpublic Services

SIDES

Coordinator

ROLON

Applications

Specialist LUTZ

& Special Projects

Coordinator WALKER

Manager WUNDER

Student Data

FRANK

Manager SHORES

Manager of

Human Resources

KITTEN

Special Education STAFF

Non-Public Services STAFF

Technology Services STAFF

Finance STAFF

Transportation STAFF

Student Data STAFF

Payroll STAFF

Purchasing STAFF

Facilities STAFF

Human Resources

STAFF

52


BUDGET 2015-2016

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.

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.

5353535353


BUDGET 2015-2016

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.

5454545454

THREE YEAR COMPARISON OF REVENUES - EXPENDITURES

2013-14 2014-15 2015-16 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

REVENUEDistrict Source 1,036,048$ 1,030,938$ 1,026,938$ (4,000)$ (0.39%) 60.44%State Source 106,140 132,939 152,900 19,961$ 15.02% 9.00%Other Local Sources 592,382 553,347 519,392 (33,955)$ (6.14%) 30.57%

TOTAL REVENUE 1,734,570$ 1,717,224$ $1,699,230 (17,994)$ (1.05%) 100.00%

EXPENDITURESBY FUNCTIONProgram & Services 1,110,721$ $1,104,804 $1,177,642 72,838$ 6.59% 69.30%Instructional Materials & Research 623,849 612,420 521,588 (90,832)$ (14.83%) 30.70%TOTAL EXPENDITURES &OTHER FINANCING USES 1,734,570$ 1,717,224$ $1,699,230 (17,994)$ (1.05%) 100.00%

EXPENDITURESBY OBJECTSalaries 867,093$ 918,073 899,633 (18,440)$ (2.01%) 52.94%Benefits 358,187 454,694 451,321 (3,373)$ (0.74%) 26.56%Professional Services 113,476 85,686 122,295 36,609$ 42.72% 7.20%Property Services 13,383 9,433 5,568 (3,865)$ (40.97%) 0.33%Other Services 123,188 63,162 42,886 (20,276)$ (32.10%) 2.52%Supplies 199,393 160,033 147,363 (12,670)$ (7.92%) 8.67%Property 48,600 20,800 26,259 5,459$ 26.25% 1.55%Other Objects 11,250 5,343 3,905 (1,438)$ (26.91%) 0.23%

TOTAL BY OBJECT 1,734,570$ 1,717,224$ 1,699,230$ (17,994)$ (1.05%) 100.00%


BUDGET 2015-2016

5555555555


BUDGET 2015-2016

THREE YEAR COMPARISON OF EXPENDITURES BY FUNCTION AND OBJECT

DESC

CURR

RIPTION

APPROVED 2013-2014 BUDGET

APPROVED 2014-2015 BUDGET

PROPOSED 2015-2016 BUDGET

INCREASE OR

(DECREASE)

PERCENT OF

CHANGE ICULUM AND INSTRUCTION SERVICES

2260 INSTRUCTIONAL SERVICES Salaries $ 87,508 $ 89,881 $ 92,271 $ 2,390 Employee Benefits 33,529 39,144 45,078 5,934 Professional Services 28,065 6,308 808 -5,500 Property Services 450 450 450 0 Other Services 23,842 10,413 2,763 -7,650 Supplies 3,023 3,290 1,030 -2,260 Property 400 400 400 0 Other Objects 850 850 850 0 TOTAL CURRICULUM AND INSTRUCTION SERVICES 177,667 150,736 143,650 (7,086) (4.70%)

10.24% 8.78% 8.45% PROFESSIONAL DEVELOPMENT SERVICES

2270 INSTRUCTIONAL SERVICES Salaries 298,848 305,343 292,564 -12,779 Employee Benefits 110,275 128,467 139,656 11,189 Professional Services 54,600 56,469 99,927 43,458 Property Services 450 450 450 0 Other Services 21,693 16,113 11,342 -4,771 Supplies 5,972 4,227 4,143 -84 Property 400 - - 0 Other Objects 1,100 1,100 1,100 0

TOTAL PROFESSIONAL DEVELOPMENT SERVICES 493,338 512,169 549,182 37,013 7.23%

28.44% 29.83% 32.32% PROGRAMS & SERVICES

2300 ADMINISTRATIVE SERVICES Salaries 44,184 45,190 47,217 2,027 Employee Benefits 15,284 17,960 21,217 3,257 Professional Services 1,455 3,677 3,677 0 Property Services 650 650 650 0 Other Services 23,501 9,299 8,929 -370 Supplies 3,820 3,820 3,095 -725 Property 19,400 - - 0 Other Objects 8,100 2,100 660 -1,440

TOTAL PROGRAMS & SERVICES 116,394 82,696 85,445 2,749 3.32% 6.71% 4.82% 5.03%

TECHNOLOGY APPLICATIONS 2800 CENTRAL SUPPORT SERVICES

Salaries 183,279 205,413 233,909 28,496 Employee Benefits 76,759 112,344 119,554 7,210 Professional Services 12,516 6,591 6,348 -243 Property Services 5,450 1,500 1,500 0 Other Services 22,098 13,042 8,906 -4,136 Supplies 7,220 4,220 7,594 3,374 Property 15,400 15,400 20,859 5,459 Other Objects 600 693 695 2

TOTAL TECHNOLOGY APPLICATIONS 323,322 359,203 399,365 40,162 11.18% 18.64% 20.92% 23.50%

TOTAL PROGRAMS AND SERVICES:

$ 1,110,721 $

1,104,804 $

1,177,642 $

72,838

6.59%

56565656

THREE YEAR COMPARISON OF EXPENDITURES BY FUNCTION AND OBJECT

APPROVED APPROVED PROPOSED INCREASE PERCENT DESCRIPTION 2013-2014 2014-2015 2015-2016 OR OF

BUDGET BUDGET BUDGET (DECREASE) CHANGE


BUDGET 2015-2016

INSTRUCTIONAL MATERIALS AND RESEARCH SERVICES

2220 SUPPORT SERVICESSalaries 253,274$ 272,246$ 233,672$ -38,574Employee Benefits 122,340 156,779 125,816 -30,963Professional Services 16,840 12,641 11,535 -1,106Property Services 6,383 6,383 2,518 -3,865Other Services 32,054 14,295 10,946 -3,349Supplies 179,358 144,476 131,501 -12,975Property 13,000 5,000 5,000 0Other Objects 600 600 600 0

TOTAL INSTRUCTIONAL MATERIALSAND RESEARCH SERVICES: 623,849 612,420 521,588 (90,832) (14.83%)

35.97% 35.66% 30.70%

GRAND TOTAL 1,734,570$ 1,717,224$ 1,699,230$ (17,994)$ (1.05%)

CURRICULUM AND INSTRUCTION SERVICES

8.45%

PROFESSIONAL DEVELOPMENT SERVICES

32.32%

PROGRAMS & SERVICES 5.03%

TECHNOLOGY APPLICATIONS 23.50%

INSTRUCTIONAL MATERIALS AND RESEARCH SERVICES

30.70%

57


BUDGET 2015-2016

1

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 2015-2016 Withholding Contribution.

CALCULATION OF DISTRICT CONTRIBUTION BY WITHHOLDING

MEMBER DISTRICT

Market Value

Aid Ratio

Inverse Aid Ratio

Estimated WADM

Weighted Factor Inv. AR*WADM

Cost Per Factor

2015-16 Estimated District

Withholding Contribution

BENSALEM

0.2116

0.7884

8,560.584

6,749.1644 $ 7.25452

$ 48,961.95

BRISTOL BOROUGH 0.4975 0.5025 1,496.524 752.0033 7.25452 5,455.42

BRISTOL TOWNSHIP 0.4811 0.5189 8,234.521 4,272.8929 7.25452 30,997.79

CENTENNIAL 0.1244 0.8756 6,647.063 5,820.1684 7.25452 42,222.53

CENTRAL BUCKS 0.1902 0.8098 23,154.871 18,750.8150 7.25452 136,028.16

COUNCIL ROCK 0.1000 0.9000 13,404.747 12,064.2720 7.25452 87,520.51

MORRISVILLE 0.4265 0.5735 1,144.257 656.2313 7.25452 4,760.64

NESHAMINY 0.2019 0.7981 10,741.826 8,573.0513 7.25452 62,193.37

NEW HOPE-SOLEBURY 0.1000 0.9000 1,870.925 1,683.8325 7.25452 12,215.40

PALISADES 0.1000 0.9000 2,119.594 1,907.6346 7.25452 13,838.97

PENNRIDGE 0.2603 0.7397 8,706.133 6,439.9266 7.25452 46,718.58

PENNSBURY 0.2439 0.7561 12,756.344 9,645.0717 7.25452 69,970.37

QUAKERTOWN 0.3217 0.6783 6,345.191 4,303.9431 7.25452 31,223.04

TOTAL

105,182.580

81,619.0070

$ 592,106.73

The above aid ratios and WADM information are taken from the PDE Web Site: pde.state.pa.us dated July 2014 Market Value Aid Ratio (MV AR) is calculated as follows:

- (School District Market Value/SD WADM)

(State Total Market Value/State Total WADM)

X 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.

58


BUDGET 2015-2016

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). 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.

5959595959


BUDGET 2015-2016

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.

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.

6060606060

programs & services and instructional materials & research services

Documents