Presented to the CUSD School Board on 4-18-12.

1. SCHOOL CLOSURE AND
REORGANIZATION: BV

2. BACKGROUND
• Projected deficits in 2012-13 and 2013-14
• Currently at $2.4 million in 2012-13 and over $9 million In
2013-14
• “Qualified” financial certification at both First and
Second Interim reporting periods
• Expenditure Reductions approved in June 2011,
November 2011, and February 2012
• Negotiations in process with labor groups regarding
compensation reductions
4/18/2012 2

3. SCHOOL CLOSURE AND
REORGANIZATION
• November 2011:
• Board approved formation of committee to explore
possibility of closing two schools and/or moving the district
office
• January 2012:
• Board approved formation of committee to explore school
closure/reorganization with specific focus on Buena Vista
Elementary and Carlsbad Village Academy.
• Cost savings estimated at $400,000 per year per year in
reduced operational expenses
4/18/2012 3

4. SUPERINTENDENT’S SCHOOL CLOSURE
AND REORGANIZATION ADVISORY
COMMITTEE
4/18/2012 4

5. ADVISORY COMMITTEE
• Meeting Dates:
• February 6
• February 13
• March 5
• March 19
• April 3
• Committee included district administrators, site administrators, teachers, classified staff, and
parents
• Tina Howard, Principal, BV
• Keith Holley, Principal, CVA/CSA
• Christine Parr, CUTA
• Jan Tokorcheck, LIUNA
• Joanne Caudill, Director of Special Education
• Rick Lewis, Director of Information Systems
• Curt Huckins, Director of Facilities
• James Markham, BV Parent
• Tida Hamilton, BV Parent
• Jimmy Hines, Principal, Magnolia
• Matt Steitz, Principal, CHS
• Barbara Ramos, CVA/CSA Classified
• Joe Dunn, CVA Teacher
• Sharon Zak, BV Teacher
• Kristin Davis-Cohn, BV Classified
4/18/2012 5

6. PURPOSE OF ADVISORY COMMITTEE
4/18/2012 6

7. BUENA VISTA COMMITTEE INPUT
• Provided
recommendations to
Dr. Roach during
Advisory Committee
meeting on April 3,
2012
• As indicated,
Committee strongly
recommended
keeping school open
4/18/2012 7

8. STUDENTS
• Recommendation to move all present students as a
group to Magnolia Elementary
• Provide intra-district choice for those with other
preferences
• Recommendation to grandfather siblings into the
school the family chooses
• New and incoming students would be assigned
based on future boundary determination and given
school choice options
4/18/2012 8

9. FAMILY SURVEY
• Informational survey
indicated majority of
families would prefer
Magnolia
• Next largest group was
“Other”
4/18/2012 9

10. STAFF
• Recommend moving teachers as unit to Magnolia
unless voluntary transfer requests to other sites
indicate otherwise
• Maintain and build on professional learning community
• Ensure adherence to labor contracts regarding
reassignments and moves
4/18/2012 10

11. TECHNOLOGY
• Divide equipment proportional to student transfers
with exception of iPad carts and teacher iPads that
would move with largest group (presumably to
Magnolia)
4/18/2012 11

12. PRESCHOOL
• Move the preschool to the back of Magnolia
campus using driveway entrance off of Valley
Street
• Create a parking area for preschool
• Fence the preschool area
• Add preschool appropriate playground for
preschool
4/18/2012 12

13. SAFETY
• Safety remains a primary concern among parents
• Recommend increasing crossing guards at a
minimum, especially at corner of Valley and
Magnolia
• Review start/end times for Carlsbad High School,
Valley Middle, and Magnolia
4/18/2012 13

14. TRANSITION
• Bridge parent groups
• PTA
• Consider revamping school culture/norms, rules,
mascot, colors, etc.
• Connect students, staff, and parents before
summer vacation
4/18/2012 14

15. OTHER CONSIDERATIONS
• Movement of library and textbook materials
• Consider redistribution of Title I funding
4/18/2012 15

16. IF BV STAYS OPEN
• Advisory Committee recommended that support to
sustain and grow enrollment would be essental
• Example: Ensure that the campus is inviting for incoming
kindergarten families if portions of the site are rented for
other purposes
• Build on successes to attract and retain families
4/18/2012 16

17. DISTRICT ANALYSIS
4/18/2012 17

18. QUALITY SCHOOL
• Buena Vista Elementary is an excellent school.
Indicators of the quality of the school include:
• Recognition as California Distinguished School (2011-12)
• Meeting NCLB Adequate Yearly Progress targets for student
achievement
• Increases in Academic Performance Index
• Rich history—this year marks 50 years of operation
4/18/2012 18

19. CALIFORNIA CONTEXT
California’s K-12 Spending Per Student Lags Behind
That of the Rest of the U.S. More Than at Any Time in 40 Years
$600
National Average
California’s Spending Per Student Minus Spending
$200
-$200
Per Student in the Rest of U.S.
-$600
-$1,000
-$1,400
-$1,800
-$2,200
-$2,600
-$2,856 (est.) per student loss in 2010-
11
-$3,000
* 2010-11 data estimated
Note: Rest of U.S. excludes the District of Columbia
4/18/2012
Source: National Education Association 19

20. CUSD REVENUE, EXPENDITURES, AND
RESERVES: SECOND INTERIM
$100,000,000.00
$90,000,000.00
$80,000,000.00
$70,000,000.00
$60,000,000.00
$50,000,000.00
$40,000,000.00
$30,000,000.00
$20,000,000.00
$10,000,000.00
$-
2006 2007 2008 2009 2010 2011 Mar-12 Proj 2013
Reserve $7,290,197. $9,709,801. $13,011,027 $18,462,237 $16,712,892 $15,047,689 $7,618,524. $3,449,089.
Revenue $71,585,198 $81,515,019 $86,090,419 $86,346,873 $85,934,756 $82,598,872 $73,881,246 $71,630,806
Expenditures $72,003,526 $78,516,236 $81,547,117 $83,895,662 $87,684,101 $84,264,075 $81,310,411 $75,800,241
4/18/2012 20

21. CURRENT FINANCIAL CONDITION
• Projected revenue for 2012-13 is about the same as
actual revenue in 2005-06
• Even after taking into account new revenues and
expenditure reductions, projected deficit for 2012-
13 remains at $2.4 million and over $9 million in 2013-
14
• It could get worse …
• Governor’s Budget Proposal includes November Tax
Initiative with “trigger” to reduce to 159 instructional days
• Governor’s Budget Proposal includes “Weighted Student
Funding” model that reduces CUSD categorical funding to
$0
4/18/2012 21

22. Consideration for Expenditure Category Outcome
Reduction
Group 1: Strong Sage Creek Delay Done. Reduced 2012-13 (start up) and 2013-
14 operational budgets
Reduce/Eliminate Done
Admin/Management
Reduce/Eliminate Stipends Done
Employee Compensation Collective bargaining in process
Reductions
Reduce/Eliminate Travel & Done
Conference
Reduce/Eliminate Site and Done
Department Accounts
Reduce Special Ed Done
Reduce Textbook Expenses Not feasible, we spend only $20 per student
per year
Group 2: Moderate Closing School(s) TBD
Reduce/Eliminate Classified Done
Positions
Reduce/Eliminate Athletics Done
Reduce/Eliminate Contractual Done. Achieved savings through
competitive bid procedures, including
$920,000 reduction in transportation
Reduce/Eliminate Programs Done
Reduce Instructional Days Collective Bargaining in process
Group 3: Low Increase Class Size—Elementary Done. Class sizes in grades 1-3 increased in
2011-12; Class sizes will increase in grades 4-5
in 2013-14
Increase Class Size—Middle Done. Class sizes will increase in grades 6-8
in 2013-14
Increase Class Size—High School Done. Class sizes will increase in grades 9-12
in 2012-13
Reduce/Eliminate Guidance No Changes
4/18/2012 22

23. FEBRUARY 2012 ANALYSIS
4/18/2012 23

24. OPERATING COST PER STUDENT: ALL
SCHOOLS (FEBRUARY 2012)
Cost Per Student
$2,500.00
$2,000.00
$1,500.00
$1,000.00
$500.00
$-
February 7, 2012 24

25. K-5 ENROLLMENT COMPARISON 2010-11
4/18/2012 25

26. ENROLLMENT HISTORY
4/18/2012 26

27. COMBINED ENROLLMENT HISTORY
• This graph reflects the
total enrollment at
BV, Jefferson, Hope,
Kelly, and Magnolia
4/18/2012 27

28. ENROLLMENT PROJECTIONS:
HTTP://BIT.LY/ZMYQHM
4/18/2012 28

29. BV PROJECTIONS:
CONSERVATIVE & MODERATE
4/18/2012 Source: Decision Insight 2011 Study 29

30. MAGNOLIA PROJECTIONS:
CONSERVATIVE & MODERATE
4/18/2012 30

31. CONSERVATIVE TOTALS: BV + MAG
• 2012: 733
• 2013: 765
• 2014: 788
• 2015: 811
• 2016: 798
• 2017: 786
• 2018: 786
• 2019: 787
• 2020: 781
4/18/2012 31

32. MODERATE TOTALS: BV + MAG
• 2012: 781
• 2013: 833
• 2014: 893
• 2015: 932
• 2016: 936
• 2017: 930
• 2018: 944
• 2019: 951
• 2020: 959
4/18/2012 32

33. BV + MAG PROJECTIONS
Year Conservative Moderate
2012 733 781
2013 765 833
2014 788 893
2015 811 932
2016 798 936
2017 786 930
2018 786 944
2019 787 951
2020 781 959
4/18/2012 33

34. MAGNOLIA CAPACITY
• Magnolia has a maximum capacity of 1,108 students
• Kindergarten classrooms currently have capacity of 128
students.
• Presuming 1/6 of students in each grade:
• At conservative peak of 811 students in 2015: 135 students in
kindergarten
• At moderate peak of 959 students in 2020: 160 students in
kindergarten
• In either scenario, at least one classroom adaptation to
kindergarten space would likely be necessary within the
next three years
• Grades 1-5 would have ample room with current
facilities
4/18/2012 34

35. ALL ELEMENTARY: MODERATE
4/18/2012 35

36. ELEMENTARY ENROLLMENT
PROJECTIONS
• Declining enrollment projected at the following
schools:
• Aviara Oaks Elementary
• Calavera Hills Elementary
• Pacific Rim Elementary
• Poinsettia Elementary
• Growth enrollment projected at the following
schools:
• Hope Elementary
• Jefferson Elementary
• Kelly Elementary
4/18/2012 36

37. ENROLLMENT & BOUNDARY
IMPLICATIONS
• Due to relatively low levels of total growth at K-5
schools through 2020, we have excess “capacity”
at the elementary level
• Moderate projection for 2020 is 5500 students in grades K-5
• Current enrollment in grades K-5 is 5163 (as of 3/29)
• Complications exist due to projected decline in
enrollment in South Carlsbad and projected
increase in enrollment in North Carlsbad
• Conclusion: Buena Vista closure would likely require
serious boundary adjustments within 5-7 years
4/18/2012 37

38. SAFE ROUTES
• CUSD Meetings with
City of Carlsbad
• Large number of
streets without
sidewalks
• Some students would
cross Carlsbad Village
Drive and/or El
Camino Real
• Student safety is a
genuine concern
4/18/2012 38

39. STUDENT TRANSFERS
• Student transfer window
can be extended for BV
families after April 25th
• Attendance Boundary
could be determined in
May or June
4/18/2012 39

40. PRESCHOOL
• Facility Analysis demonstrates that preschool can
be relocated to Magnolia
• Kelly Elementary was considered and deemed
impractical due to access issues
4/18/2012 40

41. TITLE I
• CUSD total allocation unaffected by potential school
closures
• Distribution of Title I money within CUSD dependent on
distribution of eligible students.
• Hypothetical #1: All BV students go to Magnolia, Magnolia
becomes Title I school, Magnolia allocation higher than BV
because distribution would include current Magnolia students
that do not receive Title I dollars.
• In this scenario, current Title I schools would get less money next
year
• Hypothetical #2: BV students disperse to multiple schools. Not
enough eligible students go to Magnolia or Hope.
• Existing Title I sites would get more money next year
• More Info:
http://www.cde.ca.gov/sp/sw/t1/titleparta.asp
4/18/2012 41

42. OPERATING EXPENSES AND
ENROLLMENT
$1,000,000 900
$900,000 800
$800,000
700
$700,000
600
$600,000
500
$500,000
400
$400,000
300
$300,000
200
$200,000
$100,000 100
$0 0
Aviara
Pacific Calavera Buena
Oaks Jefferson Hope Poinsettia Kelly Magnolia
Rim Hills Elem Vista
Elem
Total Costs $816,669 $929,594 $789,538 $693,767 $746,581 $700,131.0 $603,459 $645,688 $587,066
CBEDS 849 734 707 592 566 541 449 432 286
4/18/2012 42

43. MAGNOLIA + BUENA VISTA
$1,400,000 900
800
$1,200,000
If operated
700 like AOE:
$1,000,000
600
$1,232,754 -
$800,000
$929,594 =
500
$303,160
400
$600,000 If operated
like
300
$400,000 Jefferson:
200
$1,232,754 -
$200,000
100
$789,538 =
$443,216
$0 0
Aviara
Pacific Calavera
Oaks BV + Mag Jefferson Hope Poinsettia Kelly
Rim Hills Elem
Elem
Operational Cost $816,669 $929,594 $1,232,754 $789,538 $693,767 $746,581 $700,131 $603,459
Proj Enroll 849 734 718 707 592 566 541 449
4/18/2012 43

44. POTENTIAL OPERATIONAL SAVINGS
$1,400,000 900
800
$1,200,000
700
$1,000,000
600
$800,000 500
$600,000 400
300
$400,000
200
$200,000
100
$0 0
Aviara
Pacific Calavera
Oaks BV + Mag Jefferson Hope Poinsettia Kelly
Rim Hills Elem
Elem
Operational Cost $816,669 $929,594 $1,232,754 $789,538 $693,767 $746,581 $700,131 $603,459
Proj Enroll 849 734 718 707 592 566 541 449
4/18/2012 44

45. OTHER EXPENSES
• Magnolia Pre School Playground: $52,000
• Magnolia Fencing (including driveway): $35,000
• Moving Costs: $47,115
• Teacher Moves: $3,800
• Total One-Time Expenses: $137,915
• 20% “Contingency” for Unforeseen Items: $27,583
• Grand Total: $165,498
4/18/2012 45

46. FIVE YEAR WINDOW
• Initial Expense: $165,498
• If staffed like AOE:
• Annual savings of $303,160 times 5 = $1,515,800
• If staffed like Jefferson:
• Annual savings of $443,216 times 5 = $2,216,080
• Five Year “Savings” ranges from $1.35 million too
$2.05 million
• Average Annual Savings ranges from $270k to $410k
4/18/2012 46

47. ALTERNATE OPTION
• Leave Buena Vista K-5 Program intact
• Promote preschool expansion at Buena Vista
• Use Magnolia space for short-term rental revenue
• Annual Revenue Enhancement projected at
approximately $200k per year
4/18/2012 47

48. RECOMMENDATION
• Maintain K-5 Program at Buena Vista
• Promote “Technology Magnet” concept
• Leverage Title I funding and community support
• Small school has potential to be innovation center for 1-1
devices
• Expand Preschool at Buena Vista
• Pursue revenue options at Magnolia
• Begin CUSD Asset Management Planning
4/18/2012 48