Brocton-Westfield Merger Study 2012-2013

Focus Group Meetings

The Essential Question

Will…Creating a new school district via the

merger process in NYS provide • enhanced or maintained educational

opportunities, and at the same time • increase long term efficiencies and

lower costs for the taxpayers of both Brocton CSD and Westfield ACS?

Timeline and Steps• TIMELINE:

– Project began in August with the Boards’ appointment of WNYESC

– Final report to SED in February 2013– Final report to the Boards in March 2013

• STEPS:

– Data and information gathering– Detailed analysis of all data– Informed recommendations, each with its own

assets and/or liabilities, provided to SED and then the Boards in final report

Critical Dates Set by SED

• September 1, 2012 – Study begins• December 15, 2012 – Advisory Committee/Consultant

Work Complete• February 15, 2013 – Draft of Feasibility Study to SED for

review• March 20, 2013 – Feasibility Study to joint Boards of Ed.• May 17, 2013 – Public information and discussion

activities completed• May 21, 2013 – Boards of Ed. Decide to undertake

statutory reorganization process• June 18 or 19 – Straw vote

 

2012- 2013

2013-2014

2014- 2015

2015- 2016

2016- 2017

% #

Enrollment

K-12534 537 529 521 500 - 6.4% - 34

Live Births 5 years prior

47 53 42 39 30 - 36% -17

7-12253 239 227 222 219

- 13.4% - 34

Brocton Enrollments

Westfield Enrollments

2012- 2013

2013-2014

2014- 2015

2015- 2016

2016- 2017

% #

Enrollment K-12 723 711 716 713 737 +1.9% +14

Live births 5 years prior

46 42 59 44 61 +32.6%

+15

Grades7-12 371 355 335 330 329 -11.3% - 42

Free and Reduced Lunch

District # Enrolled Free/Reduced Percent

Brocton 632 students 378 students 59.8%

Westfield 736 students 319 students 43%

Population By Ethnicity (%)Brocton

WestfieldWhite 85.0 92.7Black 10.4 4.6Amer. Indian 0.2 0.0Asian 0.5 0.1Other Race 2.5 0.42 or more 1.4 2.2

Total Population (2000)Brocton: 5,404 Westfield: 5,509

Total Population (2009)Brocton: 4,984 Westfield:

5,260

Total HouseholdsBrocton: 1,903 Westfield: 2,338

Average Family Size Brocton: 2.64 Westfield: 2.84

Family Households w/Children under 18Brocton: 1,230 (64.6%)Westfield: 1,398 (59.8%)

Median Household IncomeBrocton: $38,092 Westfield: $33,320

Occupation of the Employed Population (%)

BR WFManagement &Professional 29.228.4

Service 16.7 18.0

Sales and Office 21.0 24.8

Farming, Fishing, Forestry 2.5 0.1

Construction, Maintenance 8.3 14.2

Production, Transportation 22.2 14.5

Top Employment By Industry

Education, Health care and Social Assistance

Brocton: 28.9% Westfield: 28.1%

Manufacturing

Brocton: 18.5% Westfield: 11.2%

Retail Trade

Brocton: 13.6% Westfield: 11.3%

Brocton and Westfield School Districts’

FINANCIAL OUTLOOK

2012-13 TO 2015-17

Brocton Central Expenditure Projections

Expenditures: App 2012-13 Proj 2013-14 Proj 2014-15 Proj 2015-16 Proj 2016-17 Proj 2017-18 6 yrs Proj

Differences

General Support $1,691,663 $1,725,496 $1,760,006 $1,795,206 $1,831,110 $ 1,867,732 10.41%

Instruction $6,784,083 $6,919,765 $7,058,160 $7,199,323 $7,343,310 $ 7,490,176 10.41%

Transportation $584,911 $602,458 $620,532 $639,148 $658,322 $ 678,072 15.93%

Community Service $0 $0 $0 $0 $0 $ -  

Employee Benefits $3,220,808 $3,542,889 $3,897,178 $4,286,895 $4,715,585 $ 5,139,988 37.34%

Debt Service $1,883,042 $1,864,212 $1,845,569 $1,827,114 $1,808,843 $ 1,790,755 -4.90%

Total Expenditures $14,164,507 $14,654,820 $15,181,445 $15,747,686 $16,357,170 $ 16,966,723 19.78%

Brocton Central Revenue Projections

Revenues: App 2012-13 Proj 2013-14 Proj 2014-15 Proj 2015-16 Proj 2016-17 Proj 2017-18 6 yrs Proj

Differences

State Aid $10,671,873 $10,957,120 $11,285,833 $11,624,408 $11,882,114 $ 12,143,521 13.79%

Other Revenues $289,367 $292,261 $295,183 $298,135 $310,116 $ 322,521 11.46%

       

Property Tax $3,203,267 $3,267,332 $3,332,679 $3,399,333 $3,467,319 $ 3,536,665 10.41%

               

Appr Fund Bal & Res $0 $0 $0 $0 $0 $ -  

Total Revenues $14,164,507 $14,516,713 $14,913,695 $15,321,876 $15,659,549 $ 16,004,059 12.99%

               

Projected Deficit $0 ($138,107) ($267,750) ($425,810) ($697,621) $ (962,664)  

               

Remaining FB & Res $1,114,652 $976,545 $708,795 $282,985 $0 $ -  

Westfield Central Expenditure Projection

Westfield Central Revenue Projection

Brocton’s Budget Reductions 2009-2012

• Staff reductions – 6.75 teachers, 2.5 support staff = $513,128

• Elective offerings - $125,404• Athletic offerings - $ 54,327• Extra-curricular offerings - $11,453• Educational field trips - $10,300• Classroom equipment and supplies - $74,437• Library and technology services - $79,079• Building repair and maintenance - $79,079• BOCES services - $218,000

• Total Reductions – $1,170,128

Westfield Academy Reductions 2010 - 2013

STATE AID INCENTIVE TO MERGED DISTRICTS:

1.

2.

98.00%District BLD4 or HNSBAR 130% Limit Before Merged

Brocton 0.979 1.272 0.980 0.021Westfield 0.906 1.177 0.980 0.094

Local Share

0.021

OPERATING INCENTIVE. Additional % of 2006-07 GEN (General Formula Aid Calculation) starting at 40% for 5 years, then decreasing by 4% per year for the next 9 years so that year 14 receives no Incentive Merger Aid. [Ed. Law §3602, 14, c,d,e,f & j]

BUILDING INCENTIVE. Additional 30% of the HIGHEST of the Former School Districts' (Vote Date) Building Aid Ratio, capped at 95% (98%) for any NEW project approved within 10 years of the official date of Reorganization. Remaining Debt of former Districts becomes aided at the Highest (Vote Date) Aid Ratio of the former Districts, but is not eligible for the additional 30%. [Ed. Law §3602, 14, c (vi)]

0.0000.0100.0200.0300.0400.0500.0600.0700.0800.0900.100

Brocton Westfield MergedLocal Share 0.021 0.094 0.021

BUILDING PROJECT LOCAL SHARE