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04-27-2022 Special Commission Meeting Agenda City Manager City Coininission Ronald J.Wasson ]Enid Weisman,Mayor "�— Rachel S.Friedland,Vice Mayor City Clerk Billy Joel,Commissioner 1:: ]Ellllisa L.Horvath,MMC Demise Landman,Commissioner i Dr.Linda Marks,Commissioner City Attorney Marc Narotsky,Commissioner � � G Weiss Scrota Hellfman Robert Shelley,Commissioner e �� Cole&]Bierman CITY COMMISSION SPECIAL MEETING AGENDA APRIL 27, 2022 9:00 a.m. Aventura Government Center 19200 West Country Club Drive Aventura, FL 33180 1. CALL TO ORDER/ROLL CALL 2. PLEDGE OF ALLEGIANCE 3. ORDINANCES — FIRST READING/PUBLIC INPUT: A. AVENTURA CITY COMMISSION, ACTING IN ITS CAPACITY AS THE GOVERNING BOARD FOR THE AVENTURA CITY OF EXCELLENCE SCHOOL(ACES): AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED CHARTER SCHOOL OPERATING AND CAPITAL BUDGET FOR THE AVENTURA CITY OF EXCELLENCE SCHOOL FOR FISCAL YEAR 2022/2023 (JULY 1 — JUNE 30), PURSUANT TO SECTION 4.05 OF THE CITY CHARTER; AUTHORIZING EXPENDITURE OF FUNDS ESTABLISHED BY THE BUDGET; PROVIDING FOR BUDGETARY CONTROL; PROVIDING FOR PERSONNEL AUTHORIZATION; PROVIDING FOR GIFTS AND GRANTS; PROVIDING FOR AMENDMENTS; PROVIDING FOR ENCUMBRANCES; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. B. AVENTURA CITY COMMISSION, ACTING IN ITS CAPACITY AS THE GOVERNING BOARD FOR THE DON SOFFER AVENTURA HIGH SCHOOL (DSAHS): AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED DON SOFFER AVENTURA HIGH SCHOOL BUDGET FUND 191 FOR FISCAL YEAR 2022/2023 (JULY 1 —JUNE 30), PURSUANT TO SECTION 4.05 OF THE CITY CHARTER; AUTHORIZING EXPENDITURE OF FUNDS ESTABLISHED BY THE BUDGET; PROVIDING FOR BUDGETARY CONTROL; PROVIDING FOR PERSONNEL AUTHORIZATION; PROVIDING FOR GIFTS AND GRANTS; PROVIDING FOR AMENDMENTS; PROVIDING FOR ENCUMBRANCES;PROVIDING FOR SEVERABILITY;AND PROVIDING FOR AN EFFECTIVE DATE. Aventura City Commission Special Meeting Agenda April 27, 2022 4. ADJOURNMENT This meeting is open to the public.In accordance with the Americans with Disabilities Act of 1990,all persons who are disabled and who need special accommodations to participate in this meeting because of that disability should contact the Office of the City Clerk, (305) 466-8901 or cityclerk@cityofaventura.com, not later than two days prior to such proceedings. One or more members of the City of Aventura Advisory Boards may participate in the meeting. Anyone wishing to appeal any decision made by the Aventura City Commission with respect to any matter considered at such meeting or hearing will need a record of the proceedings and, for such purpose, may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based. Agenda items are available online at cityofaventura.com for viewing and printing,or may be requested through the Office of the City Clerk at(305)466-8901 or cityclerk@cityofaventura.com. Page 2 of 2 CITY OF "ENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: City Commission, acting in its capacity as the Governing Board for the Aventura City of Excellence School (ACES) FROM: Ronald J. Wasson, City Manager BY: Melissa Cruz, Finance Director DATE: April 22, 2022 SUBJECT: Ordinance Adopting the 2022/2023 Aventura City of Excellence School (ACES) Charter School Fund Budget 11t Reading April 27, 2022 City Commission Special Meeting Agenda Item 3A 2"d Reading May 12, 2022 City Commission Meeting Agenda Item RECOMMENDATION It is recommended that the City Commission, acting in its capacity as the Governing Board for ACES, approve the attached Ordinance adopting the 2022/2023 Aventura City of Excellence School Charter School Fund Budget. The document will be reviewed in detail at the April 27, 2022 Aventura City Commission Special Meeting If you have any questions, please feel free to contact me. Attachment CITY OF AVENTURA ORDINANCE NO. 2022- AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED CHARTER SCHOOL OPERATING AND CAPITAL BUDGET FOR THE AVENTURA CITY OF EXCELLENCE SCHOOL FOR FISCAL YEAR 2022/2023(JULY 1 —JUNE 30), PURSUANT TO SECTION 4.05 OF THE CITY CHARTER; AUTHORIZING EXPENDITURE OF FUNDS ESTABLISHED BY THE BUDGET; PROVIDING FOR BUDGETARY CONTROL; PROVIDING FOR PERSONNEL AUTHORIZATION; PROVIDING FOR GIFTS AND GRANTS; PROVIDING FOR AMENDMENTS; PROVIDING FOR ENCUMBRANCES; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS: Section 1. The 2022/2023 Operating and Capital Improvement Program Budget for the Aventura City of Excellence School, a copy of said budget being attached hereto and made a part hereof as specifically as if set forth at length herein, be and the same is hereby established and adopted. Section 2. Expenditure of Funds Appropriated in the Budget Authorized. Funds appropriated in the Budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the Budget adopted by this Ordinance and shall constitute an appropriation of the amounts specified therein. Supplemental appropriations or the reduction of appropriations, if any, shall be made in accordance with Section 4.07 of the City Charter. Section 3. Budgetary Control. The Budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to the Charter School department for operating and capital expenses may not be increased or decreased without specific authorization by a duly-enacted Resolution affecting such amendment or transfer. Therefore, the City Manager may authorize transfers from one individual line item account to another, so long as the line item accounts are within the same department and fund. City of Aventura Ordinance No. 2022- Section 4. Personnel Authorization. The "Personnel Allocation Summary" enumerates all authorized budgeted positions. However, the City Manager may amend said authorized budgeted positions in order to address the operating needs of the department so long as sufficient budgeted funds are available. Section 5. Grants and Gifts. When the City of Aventura receives monies from any source, be it private or governmental, by Grant, Gift, or otherwise, to which there is attached as a condition of acceptance any limitation regarding the use or expenditures of the monies received, the funds so received need not be shown in the Operating Budget nor shall said budget be subject to amendment of expenditures as a result of the receipt of said monies, but said monies shall only be disbursed and applied toward the purposes for which the said funds were received. To ensure the integrity of the Operating Budget, and the integrity of the monies received by the City under Grants or Gifts, all monies received as contemplated above must, upon receipt, be segregated and accounted for based upon generally accepted accounting principles and where appropriate, placed into separate and individual trust and/or escrow accounts from which any money drawn may only be disbursed and applied within the limitations placed upon the Gift or Grant as aforesaid. Section 6. Amendments. Upon the passage and adoption of the Charter School Fund Budget for the City of Aventura, if the City Manager determines that the Department Total will exceed its original appropriation, the City Manager is hereby authorized and directed to prepare such Ordinances as may be necessary and proper to modify any line item from the Budget hereby. Section 7. Encumbrances. All outstanding encumbrances on June 30, 2022 shall lapse at that time; and all capital outlay encumbrances and/or capital outlay expenditures not spent during the fiscal year may be re-appropriated in the 2022/2023 fiscal year. Section 8. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any reason be held to be invalid or unconstitutional, such decision shall not affect the validity of the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall Page 2 of 4 City of Aventura Ordinance No. 2022- remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 9. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. The foregoing Ordinance was offered by Commissioner who moved its adoption on first reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Billy Joel Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Rachel S. Friedland Mayor Enid Weisman The foregoing Ordinance was offered by Commissioner who moved its adoption on second reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Billy Joel Commissioner Rachel S. Friedland Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley Mayor Enid Weisman Page 3 of 4 City of Aventura Ordinance No. 2022- PASSED on first reading this 27t" day of April, 2022. PASSED AND ADOPTED on second reading this 12t" day of May, 2022. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 4 of 4 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND BUDGET FISCAL YEAR 2022/2023 Board of Directors Mayor Enid Weisman Commissioner Rachel S. Friedland Commissioner Billy Joel Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley City Manager Ronald J. Wasson Principal Anthony Tyrkala Assistant Principals Jorge Paz Stacy Mogull Administrative and Educational Services Provided by: Charter Schools USA THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND BUDGET FISCAL YEAR 2022/2023 Table of Contents Ct Message ................................................................................................................... i-x Comparative Personnel Allocation Summary .................................................................................................viii Full-Time Staff Comparison Chart ................................................................................................................... ix Organization Chart / Vision Statement ............................................................................................................ xi INTRODUCTION ............................................................................................................................................. 1 Organization and Operations .................................................................................................................. 2 Budget Process and Procedures .........................................................................................................3-5 Financial Policies .................................................................................................................................5-6 Philosophy and Essential Elements .....................................................................................................6-7 Curriculum ............................................................................................................................................7-9 Performance Criteria Matrix .................................................................................................................... 9 Budget Preparation Calendar ................................................................................................................ 10 DEPARTMENT DESCRIPTION & SUMMARY OF FUND ........................................................................11-12 REVENUE PROJECTION & RATIONALE ...............................................................................................13-16 BUDGETARY ACCOUNT SUMMARY BY EXPENDITURE FUNCTION .................................................17-27 K-3 Basic 5101 ...................................................................................................................................... 18 4-8 Basic 5102 ...................................................................................................................................... 19 Exceptional Student Program 5250 ...................................................................................................... 20 Substitute Teachers 5901 ..................................................................................................................... 21 Instructional Media Services 6200 ........................................................................................................ 22 School Administration 7300 .................................................................................................................. 23 Pupil Transit Services 7800 .................................................................................................................. 24 Operation of Plant 7900 ........................................................................................................................ 25 Child Care Supervision 9102 ................................................................................................................ 26 Capital Outlay 7400 .............................................................................................................................. 27 Adopting Ordinance ..................................................................................................................................29-33 THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK City of Aventura Government Center 19200 West Country Club Drive Aventura, Florida 33180 Office of the City Manager April 22, 2022 The Honorable Mayor and City Commission Aventura City of Excellence School Board of Directors City of Aventura Aventura, Florida 33180 RE: 2022/2023 Charter School Fund Budget Message Members of the City Commission: In accordance with Article IV, Section 4.05 of the City of Aventura (the , I hereby submit the proposed Budget for the Charter School Fund for the fiscal year beginning July 1, 2022, for your review and consideration. This budget document represents the Aventura City th of Excellence School 20 year of operations. Our goal in the development and preparation of a realistic balanced budget was to provide the funding levels that are necessary to maintain quality educational services for its students. Budget Format/Transparency The format of the budget is in accordance with guidelines adopted by the State and School Board of Miami- Charter S - At the time this budget was prepared and for the last two years, COVID19 has caused major disruption in international and U.S. economies and markets. Due to the fear of further spread of the virus, many of our societal norms have been altered due to quarantines, the cancellation of events and the overall reduction in business and economic activity. As we have seen, the impacts and responses to COVID-19 on a global, national, state and local level continue to evolve. With the rollout of the COVID-19 vaccine in FY 2021, things are slowly returning to normal and we can see the light at the end of the tunnel. Since the full financial impact is unknown at this time, the Administration has prepared a i conservative budget by holding most operating revenues and expenditures relatively flat and increasing teacher compensation where needed. As the distribution of the COVID-19 vaccine continues and with the infusion of various Federal funding programs (i.e., CARES, GEER and ESSER), School operations will continue to nt in the coming year. In the past, the School has continually demonstrated that it can operate as a high performing school that provides quality educational services for its students, within the school-based revenues. We have also been fortunate to have had a very involved parent base that participates in fund-raising activities for school improvements. The 2022/2023 operating budget has increased over the prior year by $1,252,430 or 11.9%, primarily due to the items which have been highlighted below: 1. At the time this document was prepared the Florida Legislative Session approved a 4.36% increase for Miami-Dade County. The Administration projected revenue totals of $8,111,374 and is based on a 4.36% increase for an average of $7,860/student. This amount is calculated with data from the most recent FTE invoice. Enrollment of 1,032 students is flat compared to prior year, however, FTE funds are anticipated to increase by 4.36% in comparison to the current year per capita amount. 2. Increases to teacher compensation resulting from a combination of the following: a. Normal salary increases consistent with the previously adopted performance pay plan. b. In lieu of the Miami-Dade County Referendum, $196,275 worth of additional stipends will again be provided to the teachers from the Schoolavailable Carryover. c. Fourteen (14) new positions funded by the Elementary and Secondary School costs for the 14 positions. 3. Increases to capital outlay for the replacement of laptops, tablets, an AC unit and phone system upgrade. These costs total $311,500 and will also be funded by the ESSER grant. 4. In addition, the budget provides funding for lease payments to the City to satisfy long- term financing costs related to the construction of the elementary school wing. 5. Build on a Foundation of Innovation A one-to-one computing environment is being expanded to now include all students in grades Kindergarten through Eighth Grade. Students have the opportunity to collaborate through authentic integration of online creation tools, with a focus on embedded technology enhancing access to rigorous content and future-ready learning opportunities. Through these means students st acquire 21 century skills that are essential for success in the growing global society. and efficient availability to instructional resources. ii Summary of All Budgetary Funds The total proposed budget for 2022/2023, including all operating and capital outlay, is $11,811,029 and is broken down into the following categories: Personnel Services $8,113,209 or 68.7% Operating Expenditures $2,747,320 or 23.3% Other Uses $500,000 or 4.2% (primarily consisting of an $50,000 Contingency and $444,000 in lease payments to the Debt Service Fund to cover school construction- related debt payments. Capital Outlay $450,500 or 3.8%. The School has received and will receive additional Federal Funding as the Federal government continues to respond to the COVID-19 pandemic. The School will utilize such funds to further our investment in technology and other programs that are intended to learning experience and social well-being. (2) fiscal years. As previously indicated, total Revenues and Expenditures increased over the prior year by $1,252,430 or 11.9%, respectively. iii Charter School Budget Category Summary Charter School Fund This fund is used to account for revenues and expenditures specifically earmarked for the Citys Charter School (i.e., operating and capital revenues and expenditures). Charter School Fund Budget Revenues iv Charter School Fund Budget Expenditures During the past year a great deal of time and effort was expended on professional development and curriculum alignmen of Reading, and Social Emotional Learning. A strong focus has been placed on increasing parental involvement, student accountability, and data-driven instructional decisions in all grades and core subjects. ACES continues to maintain an emotionally responsive discipline model by incorporating mindfulness, focusing on learning gains and student growth at all levels while addressing learning loss related to disruptions caused by COVID-19, and identifying and working with at-risk students who make up our bottom 25% and special populations. In the coming year, we will maintain and expand all of the present academic programs with a continued emphasis on professional development and implementation related to the Florida B.E.S.T. Standards while implementing and integrating Cambridge curriculum. Given the uncertainty around the new progress monitoring assessment system, we will focus heavily on diagnostic testing, standard-aligned spiraled instruction and intervention in math and reading to develop and implement personalized learning for each student. New technology skills and resources will be leveraged to meet student academic and social-emotional needs. ACES students will thrive as we navigate through these unprecedented challenges. -emotional needs through the following: Whole Child Approach academic rigor coexists with social responsibility. Character Education -9 (K-5) and Second Step (6-8) programs along with our school-wide initiative to be designated as v a No Place for Hate school. We will continue to encourage students, families and communities to work Mindfulness Students will have opportunities to learn strategies to self-regulate, improve decision making, and reduce stress and anxiety through mindfulness exercises. Challenging Curriculum Offer high school level courses in the areas of Math, Science and Foreign Language. Curriculum Alignment Increase academic rigor through the vertical alignment of while collaborating with Don Soffer Aventura High School to increase vertical alignment. Differentiation of Instruction Provide specialized programs for at-risk learners, on- level learners and gifted students. Technology Rich Environment A combination of mobile learning labs, interactive technology, personal computing devices and virtual learning platforms, create a dynamic educational environment. The school community is an energized, vibrant hub of learning where problem solving and innovation are fostered. Imbedded professional development is central to ensuring staff are empowered with the knowledge and impetus to drive innovative instructional programming. Extended School Day Programs/Activities Offer a variety of opportunities including Before Care and After Care, Sports Study, several Dance programs, French Classes, Chess Club, Science Tutorial, Writing Tutorial, Reading and Math Computerized Program, Typing Program, Robotics, Mind Lab, Math Matters, Manner Academy, Art Enrichment and Saturday Academy. Sponsored Clubs Green Team, Model United Nations Club, Robotics Club, Coding Club and gender specific Mentoring Clubs. Field Trips Experience hands-on content, living history, ecological studies, guest authors and a variety of culturally rich opportunities through a combination of on and off campus field trips. School-Wide Events Organize various events such as Career Day, Red Ribbon Week, Arbor Day, Peace Day and Field Day. Career Awareness and Entrepreneurship Register all eighth-grade students in a comprehensive course that will allow them to begin career planning. STEAM (Science, Technology, Engineering, Art and Math) Initiative Supporting the development and implementation of grade level specific projects focused on student creation, problem solving and interdisciplinary study. Competitive Athletics Compete at the middle school level in the International Athletic League. The School fields a boys and girls team for both basketball and soccer. Offerings also include a competitive flag football and volleyball teams as well as a Cheerleading Squad. Intramural Athletics Afford students at the middle school level opportunities to play intramural basketball and volleyball. Family Events Make available various events that include Meet and Greet, Open House, Kindergarten Kickoff, Student of the Month, Book Fair Family Night, Winter Honor Roll Breakfasts. Parent Education Execute FSA ELA, math, writing and FCAT science nights that present parents with information related to state standards and accountability testing. vi Monthly parent workshops related to social, emotional and physical wellbeing of initiatives and accomplishments. An increased number of evening and virtual events will be held to accommodate working parents. Transportation Four (4) school buses are currently utilized to provide school bus service to approximately 370 students who live more than two (2) miles and no further than three and ½ (3.5) miles from the School. Safe School Campus The City provides a full-time certified police officer who serves as a School Resource Officer. This individual provides instruction to students related to making strong life choices and is viewed as a role model. Security measures have been and continue to be reviewed and enhanced to ensure the safety of students and faculty. Expenditures The estimated 2022/2023 proposed budgeted expenditures contained within this budget total $11,811,029 and are balanced with the projected revenues. Personnel Services Personnel Services are budgeted at $8,113,209 or 68.7% of the budget and includes 14 new positions. All 14 positions will be funded by the Elementary and Secondary School Emergency Relief (ESSER) grant. Teacher compensation has been increased to reflect the performance pay plan instituted four (4) years ago in accordance with Florida Statute 1012.22, rewarding teachers who are rated developing, effective and highly effective. In addition, teacher compensation includes additional stipends that have been previously described. The total number of employees increased to 119 (108 full-time and 11 part-time). Included in the full-time positions are 97 instructional staff members and the School Nurse. The Principal, two (2) Assistant Principals and Trades Worker II are employees of the City while all other employees are under contract with CSUSA. vii Charter School Fund Comparative Personnel Allocation Summary 2 Year Presentation 2021/222022/23 Function / Job ClassFull-TimePart-TimeTotalFull-TimePart-TimeTotal K-3 Basic 5101 Teacher 31.00 - 31.00 31.00 - 31.00 Other Certified Instruction Assistant Principal 1.00 - 1.00 1.00 - 1.00 ESE Teacher 1.00 - 1.00 1.00 - 1.00 Instructional Counselor 1.00 - 1.00 1.00 - 1.00 Teacher Assistant - 7.00 7.00 - 7.00 7.00 Administrative Assistant 1.00 - 1.00 1.00 - 1.00 Subtotal 35.00 7.00 42.00 35.00 7.00 42.00 4-8 Basic 5102 Teacher 44.00 - 44.00 44.00 - 44.00 Other Certified Instruction Assistant Principal 1.00 - 1.00 1.00 - 1.00 Math Coach 1.00 - 1.00 1.00 - 1.00 Comm Spec/Instructional Asst. - 1.00 1.00 - 1.00 1.00 Subtotal 46.00 1.00 47.00 46.00 1.00 47.00 Exceptional Student Program 5250 Teacher 2.00 - 2.00 2.00 - 2.00 Other Certified Instruction Dean of Student Services 1.00 - 1.00 1.00 - 1.00 Subtotal 3.00 - 3.00 3.00 - 3.00 Substitute Teachers 5901 Pool Sub 1.00 - 1.00 1.00 - 1.00 Instructional Media Services 6200 Media Specialist 1.00 - 1.00 1.00 - 1.00 Media Assistant - 1.00 1.00 - 1.00 1.00 Subtotal 1.00 1.00 2.00 1.00 1.00 2.00 School Administration 7300 Principal 1.00 - 1.00 1.00 - 1.00 Dean 1.00 - 1.00 1.00 - 1.00 Other Support Personnel Receptionist 2.00 - 2.00 2.00 - 2.00 Administrative Secretary 1.00 - 1.00 1.00 - 1.00 Registrar/Compliance/ESE Support 1.00 - 1.00 1.00 - 1.00 Business Manager 1.00 - 1.00 1.00 - 1.00 Network/Computer Tech 1.00 - 1.00 1.00 - 1.00 School Nurse 1.00 - 1.00 1.00 - 1.00 Subtotal 9.00 - 9.00 9.00 - 9.00 Operation of Plant 7900 Other Support Personnel Trades Worker II 1.00 - 1.00 1.00 - 1.00 Subtotal 1.00 - 1.00 1.00 - 1.00 Grant Funded positions (ESSR) Teachers/Administration Support - - - 12.00 2.00 14.00 Total 96.00 9.00 105.00 108.00 11.00 119.00 viii Operating Expenditures The operating expenditures total $2,747,320, representing 23.3% of the proposed budget. This is $109,785 more than the prior year and includes the following major items: Other materials and supplies - $133,500 Textbooks - $163,000 Building maintenance contract - $232,658 After School Programs - $160,000 Field Trips and School Events - $162,000 Transportation services contract - $279,842 CSUSA planning/management fee - $306,000 MDCPS administrative fee - $158,100 Food services - $280,000 Electricity - $130,000 Repairs and maintenance - $103,500 Other Uses Other Uses budgeted expenditures total $500,000 (4.2% of the proposed budget) and primarily consist of an $50,000 Contingency and $444,000 in lease payments to the Debt Service Fund to cover school construction-related debt payments. Capital Outlay A total of $450,500 (3.8% of the proposed budget) has been budgeted to provide for technology enhancements that include the replacement of staff laptops, student tablets, a phone system upgrade, middle school boys restroom renovation and replacement of an HVAC unit. ix Summary Even during these very difficult and challenging economic times, due to the City nancial operations in a responsible and progressive manner, I am able and pleased to submit this detailed budget document. The budget and its related funding levels representing community under any circumstances. The 2022/2023 proposed budget contains funding levels to address the following key objectives: Increases in teacher compensation designed to attract and retain highly-qualified teachers. Hiring and retaining administrators and teachers who are well prepared for creating life-long learners in their students as well as acting as role models in their own quest teaching abilities. Putting into place a strong accountability system that will hold everyone at the School responsible for maximizing learning opportunities. Creating a school climate that enables students and teachers to feel they are cared for, respected and contributing members of the School. Maintain a low staff-pupil ratio in order to enhance the development of the individual strengths of each student. Continuing to use data to evaluate the efficacy of instructional programs. Developing a strong parent-teacher relationship. Maximizing the use of technology embedded in the classroom instruction through the implementation of increased wireless network capabilities, mobile labs, classroom labs, interactive televisions, IPad carts and one-to-one computing to enhance instruction in all grades K-8. The preparation and formulation of this document could not have been accomplished without and the Finance Department. I am also extremely grateful to the City Commission for their continued support in ensuring that this School remains the Aventura City of Excellence School. An Aventura Special City Commission Meeting will be held on April 27, 2022 to review the proposed budget document in detail. Please refer any questions relating to the enclosed budget to my attention. Respectfully submitted, Ronald J. Wasson City Manager x CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL Organization Chart Vision Statement To join with our community to become the premier charter school in the nation, where academic excellence coexists with the promotion of innovation and exploration grounded in an atmosphere of social responsibility. xi THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK xii CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 INTRODUCTION 1 Organization and Operations The School is a special revenue fund found within the City financial statements. The School commenced operations in August 2003 in the City and offers classes for kindergarten through eighth grade with a projected enrollment of 1,032 for the 2022/2023 proposed budget. The School is funded from public funds based on enrollment and may be eligible for grants in accordance with state and federal guidelines, including food service and capital outlay. The School can accept private donations and the City can incur debt for its operations. Reporting Entity The School operates under a charter granted by the sponsoring school district, the Miami- Dade County Public School District (the District). The current charter is effective until June 30, 2033 but provides for a renewal of up to 15 years by mutual agreement of both parties. In 2005, the School amended the charter to include grades sixth through eighth. In 2012, the School amended the charter to increase the School capacity from 972 to 1,032 over five (5) years commencing with fiscal year 2012/13. The School is owned and operated by the City, is part of the Citys government and is not a separate legal entity or otherwise organized apart from the City. The City was incorporated in November 1995 and operates under a Commission-Manager form of government. Management Contract educational management services for the operations of the School. All School staff, except the Principal, two (2) Assistant Principals (Dean of Discipline & Operations and Dean of Curriculum) and the Trades Worker II, are employees of CSUSA. Total fees projected to be paid to the management company for fiscal year 2022/2023 are $306,000. The majority of the other expenditures that are reimbursed by the City to CSUSA relate to the salaries and benefits. The current agreement with CSUSA provides an initial term for five (5) years through June 30, 2023 with an additional renewal term of up to fifteen (15) years upon agreement of both parties. The Charter School Advisory Committee was established to facilitate the achievement of the fundraising efforts, school budget and school issues. Members of SAC will be responsible for as it relates to school fundraising efforts. The Board consists of five (5) members, each of whom are parent elected by the parents of school children. The representatives will be as follows: kindergarten to fourth grade two (2) representatives fifth grade to eighth grade two (2) representatives At large kindergarten to eighth grade one (1) representative 2 Budget Process and Procedures Budget Preparation/Development January: Meetings are held with the City Manager, Principal and school staff to develop Goals and to discuss issues that may impact the budget for the upcoming school year February: The following steps are taken to prepare preliminary revenue projections and forecasts developed by the Finance Department for the City Manager: Forecast student enrollment. FEFP) per student allocation is projected by the State and provided to the School. Capital Outlay funding is determined by the State based on available funding. March: ersonnel needs that are developed from input from the Principal and staff: Review existing staffing requirements to ensure adequate coverage for student needs and new programs. Review the current salary structure to ensure competitiveness within the School District. Obtain benefit calculations such Pension; Health, Life and Disability Insurance; Dental Insurance and from CSUSA for each qualifying employee. April: Individual expenditure line items are developed by the Finance Department based on input from the Principal and through analysis of historical data. A draft of the budget document is prepared by the Finance Department which will be is reviewed by the City Manager and the Principal. April/May: The budget is reviewed by the School Advisory Committee. The City Manager submits the proposed budget to the City Commission (for adoption) who acts as the Board of Directors. June: The adopted budget is entered into the accounting system. July 1: The adopted budget becomes effective. Budget Adoption The Charter School budget is approved via Ordinance at two (2) City Commission public meetings scheduled for April 27, 2022 and May 12, 2022, respectively. The adopted budget is entered into the accounting system effective July 1, 2022. Budget Control/Monitoring Funds appropriated in the budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the budget and shall 3 constitute an appropriation of the amounts specified therein. Supplemental appropriations or the reduction of appropriations, if any, shall be made in accordance with Section 4.07 of the City Charter. The budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to the Charter School Department for operating and capital expenditures may not be increased or decreased without specific authorization by a duly- enacted Ordinance affecting such amendment or transfer. Therefore, the City Manager may authorize transfers from one (1) individual line item account to another, so long as the line item accounts are within the same department and fund. Tnumerates all authorized budgeted positions. The City Manager may amend said authorized budgeted positions in order to address the operating needs of the Department so long as sufficient budgeted funds are available. The budget is monitored on a monthly basis to track variances between actual and budgeted amounts. Significant variances are investigated and monitored for corrective action. Quarterly review meetings are held with the Principal and City Manager. Encumbrances do not constitute expenditures or liabilities in the current year, but instead are defined as commitments related to unperformed contracts for goods or services, which are only reported in governmental funds. Budget Amendment Upon the passage and adoption of the Charter School Fund Budget, if the City Manager determines that the department total will exceed its original appropriation, the City Manager is authorized to prepare such Ordinances for consideration by the City Commission as may be necessary and proper to modify any line item from the Budget. Basis of Accounting Basis of Accounting refers to the time period when revenues and expenditures are recognized in the accounts and reported on the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. The accrual basis of accounting is followed for the proprietary fund types. The modified accrual basis of accounting is followed in the governmental fund types and the expendable trust funds type. Under the modified accrual basis of accounting, revenues are recorded when susceptible to accrual, that is, when they are both measurable and available. Available means collectible within the current period or soon enough thereafter to pay current liabilities. Expenditures are generally recognized under the modified accrual accounting when the related fund liability is incurred. Exceptions to the general rule are principle and interest on general long-term debt which is recognized when due. The Charter School Fund Budget applies all applicable Government Accounting Standards GASB pronouncements as well as the following pronouncements issued on or before November 30, 1989, unless those pronouncements conflict with or contradict GASB pronouncements: Financial Accounting Standards Board (FASB) statements and interpretations, Accounting Principles Board (APB) opinions and Accounting Research Bulletins (ARBs). 4 During June 1999, the GASB issued Statement No. 34. This statement established new accounting and financial reporting standards for state and local governments. The Charter School Fund implemented the new financial reporting requirements of GASB 34. Financial Policies as outlined below, set forth the basic framework for its overall fiscal management. Operating independently of changing circumstances and conditions, these policies assist the decision-making process of the City Manager and the Administration. These policies provide guidelines for evaluating both current activities and proposals for future programs. Most of the policies represent long-standing principles; traditions and practices that have guided the School in the past and have helped maintain financial stability. They are reviewed annually as a decision-making tool and to ensure their continued relevance in an ever- changing environment. Operating Budget Policies 1. At a minimum, the School will maintain an accessible cash reserve equivalent to four (4) weeks of operating costs. 2. No new or expanded services shall be implemented without a corresponding revenue source or the implementation of trade-offs of expenditures or revenues at the same time. This applies to personnel, equipment and any other peripheral expenditures associated with the service. 3. The School shall continue to support a scheduled level of maintenance and replacement of its infrastructure. 4. The School shall support capital expenditures that reduce future operating costs. Capital Budget Policies 1. The School will develop a multi-year capital improvement plan that is updated annually. 2. The School will maintain its physical assets at a level adequate to protect the capital investment and minimize future maintenance and replacement costs. The budget will provide for the adequate maintenance and the orderly replacement of the capital equipment from current revenues wherever possible. 3. The School will provide sufficient funds to replace and upgrade equipment as well as to take advantage of new technology thereby ensuring that employees have safe and efficient tools to provide their service. It reflects a commitment to further automation objective for upgrading and replacing equipment includes: (1) normal replacement as equipment completes its useful life, (2) upgrades to new technology, and (3) additional equipment necessary to service the needs of the School. 4. The School will use the following criterion to evaluate the relative merit of each capital project. Capital expenditures will foster the goals of: a. Projects specifically included in an approved replacement schedule. b. Projects that reduce the cost of operations. c. Projects that significantly improve safety and reduce risk exposure. 5 Revenue Policies 1. The School will attempt to maintain a diversified and stable revenue system as a shelter from short-run fluctuations in any single revenue source. 2. The School will attempt to obtain new revenue sources as a way of ensuring a balanced budget. 3. The School will annually review fees/charges and will design or modify revenue systems to include provisions that automatically allow charges to grow at a rate that keeps pace with the cost of providing the service. Cash Management/Investment Policies 1. All cash received by the School is secured at the School until it is remitted (at least weekly) who prepares it for prompt deposit by armored courier. 2. Investment of School funds will emphasize safety of capital, liquidity of funds and investment income. 3. The School will aggressively seek the collection of revenues, including any past due amounts owed. Reserve Policies The School will maintain a fund balance of at least $75,000. Accounting, Auditing, and Financial Reporting Policies 1. An independent audit will be performed annually. 2. The School will produce annual financial reports in accordance with Generally Accepted Accounting Principles (GAAP) as outlined by the GASB. 3. In accordance with Chapter 10.850, Rules of the Auditor General of the State of Florida, the School is required to prepare special purpose financial statements. Section 10.855(4) states that the special purpose financial statements should present assets and current and long-term liabilities, and net position; and the changes in financial position. Philosophy and Essential Elements to create a school climate that enables every individual to feel cared for, respected and to act as contributing members of the School culture. All students can learn and will be encouraged to strive for academic excellence and personal growth that will enable them to be productive and active members of society. In the practical application of this philosophy, opportunities shall be provided to: 1. Develop in each student and professional staff member a sense of self-worth and a positive self-concept. 2. Imbue such character traits as honesty, integrity, compassion, respect, cooperation, humility, happiness and responsibility toward each other, our community and our world. 3. Develop in each student an understanding of and responsibility for making positive personal and social choices. 4. Improve upon the quality of instruction and curriculum by increasing the effectiveness of teachers and their teaching through ongoing professional development. 6 5. Provide each student with experiences to develop an awareness of good health habits and attitudes for living by encouraging each student to perceive learning as a life-long continuing process from pre-school through adulthood. 6. Encourage, through educational reporting, City and District officials, the citizens of Aventura and the professional staff to support quality education in the School. 7. Use assessment data to identify and track student achievement and learning goals. 8. 9. Develop strong parent-teacher-student relationships. 10. Provide a strong accountability system that holds everyone in the school community responsible for maximizing learning opportunities. 11. Provide a low student-teacher ratio in order to enhance the development of the individual strengths of each student. 12. Provide additional staff members for enrichment and remediation services. 13. Develop in each student the ability to think critically, make inferences, apply knowledge to new settings and use these skills to make wise choices. Curriculum The Sc disciplines. The curriculum's sequence is rational, with more complex ideas building on and students are accountable for all state and local assessments in addition to internal formal and informal assessments and observations. Classroom teachers utilize technology daily to reinforce instruction and offer opportunities for independent practice. Students in second through eighth grade will utilize Chromebooks throughout the day to enhance instruction, while students in kindergarten and first grade have an iPad cart in each. The students have access to a multitude of online resources and individualized instructional programs at home and at the School. Sixth grade students enroll in a semester technology course, with an emphasis on keyboarding and critical thinking. Seventh grade students are required to enroll in a year-long Computer Concepts/Coding course designed to expose them to all facets of the technology available to them. Eighth grade students take a year-long technology aided career awareness and entrepreneurship course. Wireless internet access is available throughout the campus. The School offers a variety of programs to meet the needs of all learners. The English ing toward English language proficiency. Classroom teachers servicing ELL students have undergone special Coordinator collaborates with classroom teachers related to instructional modifications that aide in content comprehension. social stigmas and enhancing the continuity of instruction. The ESE teachers collaborate with classroom tea areas. 7 Students with speech and language needs are serviced by a Speech and Language Pathologist and students with occupational therapy needs are serviced by a specialist. These programs are offered to students who qualify for services based on School District requirements. At-risk readers are targeted through a variety of intervention courses and strategies. The -risk-readers in Kindergarten through eighth grade in small group settings. This supplemental reading program provides intensive instruction using research-based programs such as Wonders, Fundations , Reading Plus and I Ready. At-risk readers in middle school enroll in an intensive reading course which offers a one to one computing environment to target specific reading deficiencies. Students in need of additional support related to test-taking strategies, organization and study skills are enrolled in a specially designed elective class that provides support specific to their needs. The School is focused on meeting the needs of all students. To this end, the School offers a variety of extended school day programs. These programs target student needs and are offered both before and after school. These programs include small group writing instruction, focused math tutorials, science study group, civics study group, after-school tutoring and a Saturday reading and math academy. Gifted students in grades Kindergarten through eighth grades in English Language Arts and Reading daily. Project-based applications encompassing the sciences, arts, math, and language allow students an opportunity to combine their creativity and practical knowledge. A science specialist works with all students, grades second through fifth grade on a weekly basis by providing integrated labs in their classrooms. A science lab program provides students with hands-on application of core curriculum. Students in fifth grade experiment in the science lab two (2) times per week. The lab facilitator co-teaches with the classroom teacher to ensure instruction and labs are seamlessly aligned. All middle school students enroll in comprehensive science courses that emphasize hands-on investigation. Students are exposed to eco-literacy through participation in the outdoor garden project. f language acquisition (e.g., listening, speaking, reading and writing). Students build an understanding of the relationship between perspectives and products of various cultures. Middle school students enroll in introduction to Spanish and can elect to take high school honors level Spanish I. The elementary Spanish program is offered to all kindergarten through fifth grade students and emphasizes cultures and conversational speaking. with an extraordinary selection of extracurricular activities and elective programs. Students have the opportunity to enroll in high school honors level Cambridge Pre-AICE courses in math and science in addition to Honors Spanish. All student select one (1) of eighteen (18) elective courses. Elective courses include Digital Communications, Modern Dance, Art, Guitar, Debate, Tech Squad, Robotics, Personal Fitness, Team Sports, Physical Education, Spanish, Peer Mentoring, Gardening, STEAM, Study Skills, Yoga and Drama. All middle school students are invited to participate in after-school teams including volleyball and basketball. The School also participates in the Independent Athletic League and offers competitive boys 8 and girls basketball and competitive boys and girls soccer, competitive girls volleyball and boys flag football. These programs are funded through the school budget and are offered at no cost to students. Elementary school students also enjoy a variety of special subject classes daily. These subjects include art, physical education, technology, media, Spanish and music. Each Friday, Elementary students participate in a club. Clubs vary from year-to-year based on student interest and currently include the following; Karaoke, Baton, LEGO Builders, Just Dance, Peer Mentors, Puppet Theatre, Scrapbooking, Puzzle Mania, Contemporary Dance, Middle Eastern Dance, Drama and Improv., Chorus, Yoga, Basketball, Harry Potter and Zumba Kids. Performance Criteria Matrix ACTUALACTUALACTUALACTUALACTUALACTUAL PERFORMANCE CRITERIA2015/162016/172017/182018/192019/202020/21 AAAAN/AN/A Percent of parents that completed all 20 required volunteer hours by the end of the year.100%100%100%100%N/A100% Number of students enrolled shall be 95% of the number allowed by the School Charter.100%100%100%100%100%100% The year-to-year staff retention rate shall be 90%.98%98%98%98%95%93% The percentage of parents who on the Parent Survey agree or strongly 99%99%99%97%99%99% The audits required by State Law and the Charter shall indicate that the financial statements are presented fairly and that tests of compliance with laws and regulations and consideration of the internal control over financial reporting disclose no instances of non-All in All in All in All in All in All in compliance, nor any material weaknesses.ComplianceComplianceComplianceComplianceComplianceCompliance Class size and student/classroom teacher ratios shall be maintained throughout the school year at 18:1 for kindergarten through third grade All in All in All in All in All in All in and an average of 22:1 for all grades fourth through eighth.ComplianceComplianceComplianceComplianceComplianceCompliance Reading - Percent of Students in the School on grade level and above in Reading. This is based on the Florida Standards and exhibited in 82%84%87%87%N/A80% Math - Percent of Students in the School on grade level and above in Math. This is based on the Florida Standards and exhibited in proficiency on the FSA.88%88%95%92%N/A81% All Students will achieve high science standards as measured by Sunshine State Standards Performance Standards.86%78%82%81%N/A70% N/A - did not apply in 2019/20 and 2020/21 due to the impacts of COVID-19. 9 Budget Preparation Calendar FISCAL YEAR 2022/2023 TIMEFRAME RESPONSIBILITY ACTION REQUIRED January Principal & School Staff Meetings are held to develop Goals City Manager and to discuss issues that may impact the upcoming school budget. February Finance Department Preliminary revenue projections and City Manager forecasts are developed. March Principal & School Staff Personnel needs are developed and Finance Department forecasted based on input from the Principal and School Staff. April Principal Individual expenditure line items Finance Department are developed based on input from the Principal and the analysis of historical data. Finance Department A draft of the budget document is City Manager prepared by the Finance Principal Department which will be reviewed by the City Manager and the Principal. April 27 School Advisory Committee The budget is reviewed by the School Advisory Committee. April 27 City Manager The City Manager submits the City Commission budget to the City Commission who acts as the st Directors on 1 Reading. May 12 City Manager The City Manager submits the City Commission budget to the City Commission who acts as the nd Directors on 2 Reading. June 1 Finance Department The adopted budget is entered into the accounting system. July 1 School Department The adopted budget becomes effective. 10 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 DEPARTMENT DESCRIPTION & SUMMARY OF FUND 11 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 DEPARTMENT DESCRIPTION This Department is resp Charter School. By focusing on low student teacher ratios, high academic standards and parental participation, the School provides a first-class children. The School operations are provided in conjunction with a management services contract with Charter Schools USA. Budget Category Summary 2020/212021/222022/23Variance APPROVED CITY MANAGER CATEGORY ACTUALBUDGETPROPOSAL$ % REVENUE State Shared Revenues$ 8,786,523 $ 8,779,250 $ 10,279,773$ 1,500,523 17.1% Charges for Services 147,031 520,000 520,000 -0.0% Miscellaneous Income 253,251 579,000 579,000 -0.0% Other Non-Revenues 100,000 680,349 432,256 (248,093)-36.5% Total Revenues$ 9,286,805 $ 10,558,599$ 11,811,029$ 1,252,430 11.9% EXPENDITURES K-3 Basic $ 2,766,754 $ 2,795,679 $ 3,016,263 $ 220,5847.9% 4-8 Basic 3,480,470 3,487,527 3,811,537 324,0109.3% Exceptional Student Program 370,978 289,400 366,404 77,00426.6% Substitute Teachers 186,894 146,887 267,288 120,40182.0% Instructional Media Services 102,717 113,734 113,230 (504) -0.4% School Administration 945,715 1,142,713 1,317,616 174,90315.3% Pupil Transit Services 194,582 217,757 279,842 62,08528.5% Operation of Plant 1,926,690 2,046,402 2,038,349 (8,053)-0.4% Child Care Supervision 68,827 150,000 150,000 -0.0% Capital Outlay 412,193 168,500 450,500 282,000167.4% Total Expenditures$ 10,455,820$ 10,558,599$ 11,811,029$ 1,252,430 11.9% Budget Account Summary by Expenditure Function 12 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 REVENUE PROJECTION & RATIONALE 13 Revenues The revenues available for allocation in the 2022/2023 proposed budget are anticipated to be $11,811,029. This is a net increase of $1,252,430 or 11.9% compared to the prior year budget resulting primarily from the following: At the time this document was prepared the Florida Legislative Session approved a 4.36% increase for Miami-Dade County. The Administration projected revenue totals of $8,044,530 and is based on a 4.36% increase for an average of $7,860/student. This amount is calculated with data from the most recent FTE invoice. Enrollment of 1,032 students is flat compared to prior year, however, FTE funds are anticipated to increase by 4.36% in comparison to the current year per capita amount. Grant funding was allocated to ACES through the Coronavirus Aid Relief and for the Elementary and Secondary School . Grant revenue of $1,128,878 will mostly fund personnel costs for 14 positions as well as capital items such as replacement of laptops, tablets and an AC unit. Capital Outlay revenue totals $712,871 and is based on an average of $691/student. This amount is in line with the most recent FTE invoice and Capital Outlay Worksheet. 14 With flat enrollment versus the current year, Capital Outlay funds are anticipated to remain relatively flat in comparison to the current year per capita amount. Carryover funds total $282,256 which is a decrease of $248,093 (46.8%) from the current year. These funds will be utilized for: o Normal increases in teacher compensation (averaging about 2.5%). o Additional stipends in the amount of $196,275 that the City is providing to increase teacher compensation in lieu of the Miami-Dade Referendum. o Conservative budgeted revenue projections in light of the global pandemic impact of COVID-19. Revenue Projection Rationale FISCAL YEAR 2022/2023 State Shared Revenues totals $10,279,773 and is based on multiple revenue categories primarily comprised of the following: School Lunch Reimbursement Revenues estimated to be $150,000. Florida Education Finance Program Revenues totals $8,111,374 and is based on an average of $7,860/student. FTE funds are anticipated to increase by 4.36% in comparison to the current year per capita amount. 15 Transportation Reimbursement Revenue totals $164,650 and is based on 370 students requiring bus service. Capital Outlay revenue totals $712,871 and is anticipated to increase by 8% in comparison to the current year per capita amount. Capital Outlay includes the following: Local Capital Improvement Revenue Passed by the Florida Legislature in 2017, HB 7069 requires school districts to give a proportionate share of local capital millage revenue to eligible charter schools operating in their county, with their share determined by the number of students each school enrolls. The law was subject to challenge by 14 school districts in the courts and was upheld by a circuit court in Tallahassee. Charges for Services totals $520,000 is based on two (2) revenue categories comprised of the following: Food Service Fees estimated to be $180,000. After School Programs includes revenues derived from fees charged for After School Child Care and is estimated to be $340,000. Miscellaneous Income totals $579,000 and is based on multiple revenue categories comprised of the following: A very conservatively budgeted Interest Earnings of $2,000. Miscellaneous Revenues of $200,000 (i.e., Bazaar, Book Fair, Dress Down, NSF Checks, Teacher Appreciation Week Deposits, Upstanders MIS, Vending Revenue and Boosterthon Fundraiser). Sport Program Fundraising of $9,000. Field Trips/Special Programs of $170,000. Other Private Source Revenue of $198,000 which is primarily derived from a revenue sharing agreement with Clear Channel for two (2) leases that generate billboard advertising revenue. Other Non-Revenues totals $432,256 and is based on the following revenue categories: Includes a $15 which is flat versus the prior year. Carryover which includes an allocation of fund balance of $282,256 from the accumulation of prior year surpluses to be utilized as outlined on page 15. 16 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 BUDGETARY ACCOUNT SUMMARY BY EXPENDITURE FUNCTION 17 18 19 20 21 22 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6006-569 School Administration 7300 SCHOOL 2020/212021/222022/23Variance OBJECT APPROVED CITY MANAGER ACCT #CODEDESCRIPTIONACTUALBUDGETPROPOSAL$ % Personnel Services 1211110Administrators (2)$ 225,941$ 197,291$ 221,512$ 24,22112.3% Principal Dean 1260160Other Support Personnel (7) 318,714 333,359 448,473 115,11434.5% Receptionist (2) Administrative Secretary Registrar/Compliance/ESE Support Business Manager Network/Computer Tech School Nurse 1502291Bonuses 5,786 6,500 - (6,500)-100.0% 2101221Social Security - matching 41,325 40,595 51,254 10,65926.3% 2201211Pension 26,037 21,676 24,798 3,12214.4% 2301231Health, Life & Disability Insurance 75,538 25,726 38,643 12,91750.2% 2302232Dental Insurance 961 1,236 1,376 140 11.3% 2401241Workers' Compensation 5,204 8,490 10,720 2,23026.3% 2501251Unemployment Compensation 501 1,000 1,000 -0.0% Subtotal$ 700,007$ 635,873$ 797,776$ 161,903 25.5% Operating Expenditures 3114750After School Programs$ 46,813 $ 160,000$ 160,000$ -0.0% 4001330Travel/Conferences/Training 8,200 12,000 25,000 13,000108.3% 4041201Automobile Allowance 5,400 5,400 5,400 -0.0% 4101370Communication Services 1,720 1,440 1,440 -0.0% 4855790Field Trips/School Events 3,791 162,000 162,000 -0.0% 4856790Special Events 113,451 140,000 140,000 -0.0% 5290590Other Mat'l & Supply 66,333 23,000 23,000 -0.0% 5410521Memberships/Dues/Subscription - 3,000 3,000 -0.0% Subtotal$ 245,708$ 506,840$ 519,840$ 13,0002.6% Total School Admin 7300$ 945,715$ 1,142,713$ 1,317,616 $ 174,903 15.3% 23 24 25 26 27 THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 28 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 ADOPTING ORDINANCE 29 ORDINANCE NO. 2022-__ AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED CHARTER SCHOOL OPERATING AND CAPITAL BUDGET FOR THE AVENTURA CITY OF EXCELLENCE SCHOOL FOR FISCAL YEAR 2022/2023 (JULY 1 JUNE 30), PURSUANT TO SECTION 4.05 OF THE CITY CHARTER; AUTHORIZING EXPENDITURE OF FUNDS ESTABLISHED BY THE BUDGET; PROVIDING FOR BUDGETARY CONTROL; PROVIDING FOR PERSONNEL AUTHORIZATION; PROVIDING FOR GIFTS AND GRANTS; PROVIDING FOR AMENDMENTS; PROVIDING FOR ENCUMBRANCES; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS: Section 1. The 2022/2023 Operating and Capital Improvement Program Budget for the Aventura City of Excellence School, a copy of said budget being attached hereto and made a part hereof as specifically as if set forth at length herein, be and the same is hereby established and adopted. Section 2. Expenditure of Funds Appropriated in the Budget Authorized. Funds appropriated in the Budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the Budget adopted by this Ordinance and shall constitute an appropriation of the amounts specified therein. Supplemental appropriations or the reduction of appropriations, if any, shall be made in accordance with Section 4.07 of the City Charter. Section 3. Budgetary Control. The Budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to the Charter School department for operating and capital expenses may not be increased or decreased without specific authorization by a duly-enacted Resolution affecting such amendment or transfer. Therefore, the City Manager may authorize transfers from one individual line item account to another, so long as the line item accounts are within the same department and fund. 30 Section 4. Personnel Authorization. authorized budgeted positions. However, the City Manager may amend said authorized budgeted positions in order to address the operating needs of the department so long as sufficient budgeted funds are available. Section 5. Grants and Gifts. When the City of Aventura receives monies from any source, be it private or governmental, by Grant, Gift, or otherwise, to which there is attached as a condition of acceptance any limitation regarding the use or expenditures of the monies received, the funds so received need not be shown in the Operating Budget nor shall said budget be subject to amendment of expenditures as a result of the receipt of said monies, but said monies shall only be disbursed and applied toward the purposes for which the said funds were received. To ensure the integrity of the Operating Budget, and the integrity of the monies received by the City under Grants or Gifts, all monies received as contemplated above must, upon receipt, be segregated and accounted for based upon generally accepted accounting principles and where appropriate, placed into separate and individual trust and/or escrow accounts from which any money drawn may only be disbursed and applied within the limitations placed upon the Gift or Grant as aforesaid. Section 6. Amendments. Upon the passage and adoption of the Charter School Fund Budget for the City of Aventura, if the City Manager determines that the Department Total will exceed its original appropriation, the City Manager is hereby authorized and directed to prepare such Ordinances as may be necessary and proper to modify any line item from the Budget hereby. Section 7. Encumbrances. All outstanding encumbrances at June 30, 2022 shall lapse at that time; and all capital outlay encumbrances and/or capital outlay expenditures not spent during the fiscal year may be re-appropriated in the 2022/2023 fiscal year. Section 8. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any reason be held to be invalid or unconstitutional, such decision shall not affect the validity of the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall 31 remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 9. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. The foregoing Ordinance was offered by Commissioner ________, who moved its adoption on first reading. This motion was seconded by Commissioner ________, and upon being put to a vote, the vote was as follows: Commissioner Rachel S. Friedland ___ Commissioner Billy Joel ___ Commissioner Denise Landman ___ Commissioner Dr. Linda Marks ___ Commissioner Marc Narotsky ___ Vice Mayor Robert Shelley ___ Mayor Enid Weisman ___ The foregoing Ordinance was offered by Commissioner ________, who moved its adoption on second reading. This motion was seconded by Commissioner ________, and upon being put to a vote, the vote was as follows: Commissioner Rachel S. Friedland ___ Commissioner Billy Joel ___ Commissioner Denise Landman ___ Commissioner Dr. Linda Marks ___ Commissioner Marc Narotsky ___ Commissioner Robert Shelley ___ Mayor Enid Weisman ___ 32 th PASSED on first reading this 27 day of April, 2022. th PASSED AND ADOPTED on second reading this 12 day of May, 2022. ________________________ ENID WEISMAN, MAYOR ATTEST: __________________________ ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: __________________________ CITY ATTORNEY 33 AVENTURA CITY OF EXCELLENCE SCHOOL th 3333 NE 188 Street Aventura, Florida 33180 Telephone: (305) 466-1499 Fax: (305) 466-1339 Website: www.aventuracharter.org CITY OF "ENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: City Commission, acting in its capacity as the Governing Board for the Don Soffer Aventura High School (DSAHS) FROM: Ronald J. Wasson, City Manager 0, BY: Melissa Cruz, Finance Director DATE: April 22, 2022 SUBJECT: Ordinance Adopting 2022/2023 the Don Soffer Aventura High School (DSAHS) Budget 11t Reading April 27, 2022 City Commission Special Meeting Agenda Item 3B 2"d Reading May 12, 2022 City Commission Meeting Agenda Item RECOMMENDATION It is recommended that the City Commission, acting in its capacity as the Governing Board for the DSAHS, approve the attached Ordinance adopting the 2022/2023 Don Soffer Aventura High School Budget. The document will be reviewed in detail at the April 27, 2022 City Commission Special Meeting. If you have any questions, please feel free to contact me. Attachment CITY OF AVENTURA ORDINANCE NO. 2022- AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED DON SOFFER AVENTURA HIGH SCHOOL BUDGET FUND 191 FOR FISCAL YEAR 2022/2023 (JULY 1 — JUNE 30), PURSUANT TO SECTION 4.05 OF THE CITY CHARTER; AUTHORIZING EXPENDITURE OF FUNDS ESTABLISHED BY THE BUDGET; PROVIDING FOR BUDGETARY CONTROL; PROVIDING FOR PERSONNEL AUTHORIZATION; PROVIDING FOR GIFTS AND GRANTS; PROVIDING FOR AMENDMENTS; PROVIDING FOR ENCUMBRANCES; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS: Section 1. The 2022/2023 Operating Budget for the Don Soffer Aventura High School, a copy of said budget being attached hereto and made a part hereof as specifically as if set forth at length herein, be and the same is hereby established and adopted. Section 2. Expenditure of Funds Appropriated in the Budget Authorized. Funds appropriated in the Budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the Budget adopted by this Ordinance and shall constitute an appropriation of the amounts specified therein. Supplemental appropriations or the reduction of appropriations, if any, shall be made in accordance with Section 4.07 of the City Charter. Section 3. Budgetary Control. The Budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to the Don Soffer Aventura High School Fund may not be increased or decreased without specific authorization by a duly-enacted Resolution affecting such amendment or transfer. Therefore, if requested by the Principal of Don Soffer Aventura High School, the City Manager may authorize transfers from one individual line item account to another, so long as the line item accounts are within the same department and fund. City of Aventura Ordinance No. 2022- Section 4. Personnel Authorization. The "Personnel Allocation Summary" enumerates all authorized budgeted positions. However, if requested by the Principal of Don Soffer Aventura High School, the City Manager may amend said authorized budgeted positions in order to address the operating needs of the department so long as sufficient budgeted funds are available. Section 5. Grants and Gifts. When the City of Aventura receives monies from any source, be it private or governmental, by Grant, Gift, or otherwise, to which there is attached as a condition of acceptance any limitation regarding the use or expenditures of the monies received, the funds so received need not be shown in the Operating Budget nor shall said budget be subject to amendment of expenditures as a result of the receipt of said monies, but said monies shall only be disbursed and applied toward the purposes for which the said funds were received. To ensure the integrity of the Operating Budget, and the integrity of the monies received by the City under Grants or Gifts, all monies received as contemplated above must, upon receipt, be segregated and accounted for based upon generally accepted accounting principles and where appropriate, placed into separate and individual trust and/or escrow accounts from which any money drawn may only be disbursed and applied within the limitations placed upon the Gift or Grant as aforesaid. Section 6. Amendments. Upon the passage and adoption of the Don Soffer Aventura High School Fund Budget for the City of Aventura, if the City Manager determines that the Department Total will exceed its original appropriation, the City Manager is hereby authorized and directed to prepare such Ordinances as may be necessary and proper to modify any line item from the Budget hereby. Section 7. Encumbrances. All outstanding encumbrances on June 30, 2022 shall lapse at that time; and all capital outlay encumbrances and/or capital outlay expenditures not spent during the fiscal year may be re-appropriated in the 2022/2023 fiscal year. Section 8. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any reason be held to be invalid or unconstitutional, such decision shall not affect the validity of Page 2 of 4 City of Aventura Ordinance No. 2022- the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 9. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. The foregoing Ordinance was offered by Commissioner who moved its adoption on first reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Billy Joel Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Rachel S. Friedland Mayor Enid Weisman The foregoing Ordinance was offered by Commissioner who moved its adoption on second reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Billy Joel Commissioner Rachel S. Friedland Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley Mayor Enid Weisman Page 3 of 4 City of Aventura Ordinance No. 2022- PASSED on first reading this 27t" day of April, 2022. PASSED AND ADOPTED on second reading this 12t" day of May, 2022. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 4 of 4 City of Aventura Don Soffer Aventura High School Fund Budget FISCAL YEAR 202212023 OWN SOFFFq Y qA HICrH CITY OF AVENTURA DON SOFFER AVENTURA HIGH SCHOOL FUND BUDGET FISCAL YEAR 2022/2023 �atA SOP,�F� � o �A HiCN City Commission/Governing Board Mayor Enid Weisman Commissioner Rachel S. Friedland Commissioner Billy Joel Commissioner Marc Narotsky Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Robert Shelley City Manager Ronald J. Wasson Principal Dr. Geoff McKee Planning/Management Services Provided by: Charter Schools USA oo� soF,��R n � � o cn2 �o RA H 1 GN THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK CITY OF AVENTURA DON SOFFER AVENTURA HIGH SCHOOL FUND BUDGET FISCAL YEAR 2022/2023 Table of Contents Charter Schools USA's Budget Message......................................................................i-iv Comparative Personnel Allocation Summary ..................................................................iii Full-Time Staff Comparison Chart...................................................................................iii INTRODUCTION ......................................................................................................... 1-3 Mission Statement, Vision Statement, and Commitment Statement ..........................2 Organization and Operations..................................................................................... 3 DEPARTMENT DESCRIPTION & SUMMARY OF FUND............................................5-6 REVENUE PROJECTION & RATIONALE ..................................................................7-9 BUDGETARY ACCOUNT SUMMARY BY EXPENDITURE FUNCTION ................. 11-14 DSAHS INSTRUCTIONAL PAY-FOR-PERFORMANCE PAY PLAN...................... 15-16 ADOPTING ORDINANCE........................................................................................ 17-21 oo� soF,��R n � � o cn2 �o RA H 1 GN THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK MEMORANDUM TO: City Commission/Governing Board Ronald J. Wasson, City Manager FROM: Dr. Geoff McKee, Principal, Don Soffer Aventura High School Angel Lewis, Sr. Financial Analyst, Charter Schools USA DATE: April 22, 2022 SUBJECT: Proposed 2022/2023 Don Soffer Aventura High School Budget Attached is the proposed 2022/2023 Don Soffer Aventura High School ("DSAHS") Fund Budget (Fund 191) which will be effective from July 1, 2022 —June 30, 2023. This represents DSAHS' 4t" full year of operations. The budget was designed to meet the educational requirements that accommodate 9t", 10t", 11t" and 12t" grade students, while continuing to employ staff that possess the leadership qualities that will help DSAHS achieve full enrollment over the next year. Budget Implications Resulting from the Coronavirus ("COVID-19") Pandemic At the time this budget was prepared and for the last two years, COVID-19 has caused major disruption in international and U.S. economies and markets. Due to the fear of further spread of the virus, many of our societal norms have been altered due to quarantines, the cancellation of events and the overall reduction in business and economic activity. As we have seen, the impacts and responses to COVID-19 on a global, national, state and local level continue to evolve. With the rollout of the COVID-19 vaccine in FY 2021, things are slowly returning to normal and we can see the light at the end of the tunnel. Since the pandemic's full financial impact is unknown at this time, the Administration has prepared a conservative budget by holding most operating revenues and expenditures relatively flat and increasing teacher compensation where needed. As the distribution of the COVID-19 vaccine continues and with the infusion of various Federal funding programs (i.e., CARES, GEER and ESSER), School operations will continue to stabilize and completely return to a "traditional" environment in the coming year. The budget was prepared in a collaborative effort by CSUSA, including their Sr. Financial Analyst, staff members from several different divisions, and the DSAHS Principal. In addition, the budget has also been reviewed by the City Manager and the Finance Director. The budget will appear on first and second reading on April 27t" and May 12t", 2022, respectively. i The following are the major highlights of the 2022/2023 budget: • The school budget is based on a projected enrollment of 800 9t", 10t", 11t" and 12t" grade students. This is the school's first year of full enrollment. • No City subsidy is budgeted for the FY2022-2023 year. • Includes 63 full-time equivalent employees at a projected cost of $5,058,015 and is summarized by class and category below: 2021122 2022123 Job Class Category Actual Proposed Change Administrative Staff Full-time 100 160 6.0 Part-time 0.5 - (0.5) Subtotal 10.5 16.0 5.5 Instructional Staff Full-time 37.0 47.0 10.0 Part-time - - - Subtotal 370 470 10 r Total Employees 47.5 63.0 16.5 • Vendor Services includes contracted pupil transportation for two (2) buses to transport students that live two (2) miles or more from the School at a cost of$159,127. • In order to continue enhancing the instructional experience designed to prepare the students for the future, $414,195 has been budgeted for textbooks, reference books and instructional licenses under Instructional Expenditures. Capital expenditures of $306,845 is budgeted for costs associated with acquiring computer hardware and software, IT infrastructure, audio-visual equipment, and FF&E. Compensation for Personnel Services Total Compensation for Personnel Services is budgeted at $5,058,015 or 62.28% of the total budget or 60.17% of total operating revenue. This category includes 63 full-time equivalent employees, including 16 administrative staff positions and 47 instructional staff positions as is detailed below. In order to maintain, attract, and retain highly qualified teachers, salaries for this category reflect the school's proposed Pay Plan and stipends of $147,000 in lieu of the Miami-Dade County Referendum. All employees are under contract with CSUSA. ii Don Soffer Aventura High School Comparative Personnel Allocation Summary 3-Year Presentation 2020/21 2021/22 2022/23 Actual Actual Proposed Job Class Full-Time Part-Time Total Full-Time Part-Time Total Full-Time Part-Time Total Administrative Staff Principal 1.0 1.0 1.0 1.0 1.0 1.0 Assistant Principal 1.0 1.0 1.0 1.0 2.0 2.0 Dean of Student Affairs - - - - 1.0 1.0 School Operations Administrator 1.0 1.0 1.0 1.0 1.0 1.0 Office Manager - - - - - - 1.0 1.0 Administrative Assistant 1.0 0.5 1.5 1.0 0.5 1.5 2.0 2.0 Receptionist 1.0 - 1.0 1.0 - 1.0 1.0 1.0 Enrollment Management 1.0 1.0 1.0 1.0 1.0 1.0 Guidance Counselor 1.0 1.0 1.0 1.0 3.0 3.0 CAPAdvisor 1.0 1.0 1.0 1.0 1.0 1.0 IT Support 1.0 1.0 1.0 1.0 1.0 1.0 Nurse 1.0 - 1.0 1.0 - 1.0 1.0 1.0 Subtotal 10.0 0.5 10.5 10.0 0.5 10.5 16.0 16.0 Instructional Staff Teachers(9-12) 20.0 0.5 20.5 33.0 - 33.0 42.0 42.0 ESE/Special Education Teachers 2.0 - 2.0 2.0 2.0 3.0 3.0 Curriculum Resource Teacher 1.0 1.0 1.0 1.0 1.0 1.0 Athletic Director - - - 1.0 1.0 1.0 1.0 Subtotal 23.0 0.5 23.5 37.0 - 37.0 47.0 47.0 Total 33.0 1.0 34.0 47.0 0.5 47.5 63.0 63.0 Full-Time Staff Comparison 70.0 60.0 50.0 40.0 30.0 20.0 10.0 2020/21- 2021/22- 2022/23- Actual Actual Proposed III The total proposed budget for 2022/2023, is $8,121,331 and is broken down into the following categories: Compensation $ 5,058,015 62.28% Professional Services 662,658 8.16% Vendor Services 754,859 9.29% Administrative Expenditures 29,537 0.36% Instructional Expenditures 834,894 10.28% Other Operating Expenditures 399,279 4.92% Fixed Expenditures 75,244 0.93% Capital Outlay 306,845 3.78% Total $ 8,121,331 100.00% Expenditures by Category Instructional Fixed Expenditures Capital Outlay Expenditures Other Operating 0.93% 3.78% 10.28% Expenditures 4.91% Administrative Expenditures 0.36% Vendor Services 9.29% Compensation 62.28% Professional Services* 8.17% Summary Although we find ourselves in some very challenging economic times, I am pleased to submit the detailed budget contained within this document and its related funding levels representing the City's continued commitment to support the Mission and Vision for Don Soffer Aventura High School as outlined on page 2. The City Commission, acting in its capacity as the Don Soffer Aventura High School Governing Board will meet during a Special Commission Meeting on April 27, 2022 to review the proposed budget document in detail. Please refer any questions relating to the enclosed budget to the City Manager's attention. Respectfully submitted, Dr. Geoff McKee Angel Lewis Principal, Don Soffer Aventura High School Sr. Financial Analyst, CSUSA iv CITY OF AVENTURA DON SOFFER AVENTURA HIGH SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 QoN soF��R n � N 5 HlG INTRODUCTION 1 CITY OF AVENTURA DON SOFFER AVENTURA HIGH SCHOOL oor}soFFE J 0 Z�G9A HiGH�4� Mission Statement Don Soffer Aventura High School will provide a rigorous, college preparatory curriculum for the community that ensures each student develops their individual academic talents and leadership skills to become well-rounded citizens primed for excellence. Vision Statement Don Soffer Aventura High School will continually adopt innovative instructional methods and technology designed for the digital native learning styles of the 21 st century students. The School will revolutionize instruction and be recognized as a pioneer in modern high school education. Commitment Statement At Don Soffer Aventura High School, students will be empowered to discover their passion, choose their path and define their future. 2 CITY OF AVENTURA DON SOFFER AVENTURA HIGH SCHOOL oOr}sOFFE J 0 Z�G9A HiGH�4� Organization and Operations The School is a special revenue fund found within the City's financial statements. The School commenced operations in the City in August 2019 and for the 2022/2023 school year will offer classes for 9t", 10t", 11t" and 12t" grades with a projected enrollment of 800 students. The School is funded by public funds based on enrollment and may be eligible for grants in accordance with state and federal guidelines, including food service and capital outlay. The School can accept private donations and the City can incur debt for its operations. Reporting Entity The School operates under a charter granted by the sponsoring school district, the Miami-Dade County Public School District (the "District"). The current charter is effective until June 30, 2034 but provides for a renewal of up to 15 years by mutual agreement of both parties. In August 2019, the School opened its doors to 200 9t" graders. In August 2020, the School expanded its enrollment to 415 students to include 10t" grade and in August 2021, expanded its enrollment to 620 to include 11 t" grade. Grade 12 will be added with approximately 200 additional students for each grade level, in August 2022. The School is owned by the City and is operated through a management agreement as described below. The School is part of the City's government and is not a separate legal entity or otherwise organized apart from the City. The City was incorporated in November 1995 and operates under a Commission-Manager form of government. Management Agreement The City previously entered into a management agreement with Charter Schools USA, Inc. ("CSUSA") to provide those services necessary to organize, manage, staff, operate and maintain the School. The agreement expires on June 30, 2024, with a five-year renewal option by mutual agreement of both parties and provided that the District extends the charter granted to the City. Total management fees projected to be paid to the management company for fiscal year 2022/2023 are $375,696. The other expenditures that are reimbursed to CSUSA from the City relate to teachers' salaries, benefits and all related operational costs. 3 oo� soF,��R n � � o cn2 �o RA H 1 GN THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 4 CITY OF AVENTURA DON SOFFER AVENTURA HIGH SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 QoN soF��R n � N 5 HlG DEPARTMENT DESCRIPTION SUMMARY OF FUND 5 CITY OF AVENTURA ' AVENTURA CHARTER HIGH SCHOOL FUND 191 - BUDGET CATEGORY SUMMARY 2022/23(July 1 -June 30) - FUND DESCRIPTION This fund accounts for operating and capital revenues and expenditures associated with the Don Soffer Aventura High School. In accordance with their Management Agreement with the City, Charter Schools USA, is responsible for the School's budgetary, accounting, auditing and financial reporting functions. 2020/21 2021/22 2021/22 2022/23 ACTUAL PROPOSED PROJECTED PROPOSED CATEGORY BUDGET FORECAST BUDGET REVENUE PROJECTIONS Operating Revenue $ 4,244,057 $ 5,438,050 $ 5,812,604 $ 8,406,070 City Subsidy(Advance from the City's General Fund) 659,151 477,628 477,628 - Total Revenues $ 4,903,208 $ 5,915,678 $ 6,290,232 $ 8,406,070 EXPENDITURES Operating Expenditures $ 4,439,823 $ 5,865,615 $ 5,871,588 $ 7,814,486 Capital Expenditures 605,008 267,584 284,591 306,845 CSUSA Subsidyto offset Professional Services (141,623) (217,521) (217,522) - Total Expenditures $ 4,903,208 $ 5,915,678 $ 5,938,657 $ 8,121,331 Revenues over/(under)Expenditures $ - $ - $ 351,575 $ 284,739 6 CITY OF AVENTURA DON SOFFER AVENTURA HIGH SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 QoN soF��R n � N 5 HlG REVENUE PROJECTION RATIONALE 7 ADOPTED PROJECTED PROPOSED Don Soffer Aventura High School ACTUAL BUDGET FORECAST BUDGET Proposed Budget Total Number of Students 417 620 637 800 Forecasted Average FTE per Student $ 6,643.52 $ 7,002.00 $ 7,134.46 $ 7,445.52 REVENUE: Operating Revenue FTE $ 2,714,566 $ 4,341,271 $ 4,541,084 $ 5,956,418 Capital Outlay 214,979 312,347 326,828 410,895 NSLP Revenue 28,943 46,075 22,798 27,000 Food Services 64,877 163,357 220,484 243,234 Transfers In from the City's General Fund City's Intersection Safety Camera Program* 150,000 150,000 150,000 150,000 Grants 595,401 - 82,656 735,309 Miscellaneous Revenue - - - Internal Funds Revenue**** 33,214 - 33,214 33,214 Other Program Revenue 442,077 425,000 435,540 850,000 Total Operating Revenue $ 4,244,057 $ 5,438,050 $ 5,812,604 $ 8,406,070 Other Non-Revenue City Subsidy* Advance from the City's General Fund $ 659,151 $ 477,628 $ 477,628 $ Total Revenues $ 4,903,208 $ 5,915,678 $ 6,290,232 $ 8,406,070 THE REMAINDER OF THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 8 Revenue Projection Rationale FISCAL YEAR 2022/2023 Revenues The total revenues available for allocation in the 2022/2023 proposed budget are anticipated to be $8,406,070. This is a net increase of $2,490,392 or 42.10% compared to the prior year's budget primarily resulting from increasing the enrollment at DSAHS from 620 to 800 students for the addition of the 12t" grade. Operating Revenue FTE — totals $5,956,418 and is based on an average of $7,446/student. This revenue category includes the transportation reimbursement component. Net of enrollment driven increases for the addition of the 12t"grade, this revenue category is anticipated to increase by 4.36% in comparison to the prior year-end forecast. Capital Outlay — totals $410,895 and is projected to remain relatively level in comparison to the year-end forecast at $514/student. NSLP Revenue — totals $27,000 and represents an estimate for reimbursement by the National School Lunch Program ("NSLP") for low-cost or free meals that are provided to students who qualify for the federally assisted meal program. This revenue category is projected based on prior year reimbursement rates and assumes consistent eligibility year-over-year in the student population. Food Services—totals $243,235 and represents an estimate for un-subsidized meals purchased by students. This revenue category increased year-over-year in line with enrollment on a per capita basis using the prior year student participation rate. Transfers In from the City's General Fund — is consistent with the prior year's budget amount of $150,000 from the City's General Fund for revenues generated from the City's Intersection Safety Camera Program. Grants — The current anticipated impact from Grant Funding provided by Federal and State governments in response to the COVID-19 pandemic is included in the 2022/2023 proposed operating budget. This grant funding will cover personnel costs, capital items, instructional licenses and teacher supplements/stipends to enhance technology and other programs that are intended to enhance the students' total learning experience and social well-being. Other Program Revenue — totals $850,000 in additional FTE Revenue that may be awarded to the DSAHS from students passing the Cambridge and Advanced Placement Exams. Other Non-Revenue City Subsidy** (Advance from the City's General Fund) —the 2022/2023 budget assumes no City subsidy. 9 oo� soF,��R n � � o cn2 �o RA H 1 GN THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 10 CITY OF AVENTURA DON SOFFER AVENTURA HIGH SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 QoN soF��R n � N 5 HlG BUDGETARY ACCOUNT SUMMARY BY EXPENDITURE FUNCTION 11 ADOPTED PROJECTED PROPOSED Don Soffer Aventura High School ACTUAL BUDGET FORECAST BUDGET Proposed Budget r r EXPENDITURES Administrative Staff Principal 1.0 1.0 1.0 1.0 Assistant Principal 1.0 1.0 1.0 2.0 Dean of Student Affairs - - 1.0 School Operations Administrator 1.0 1.0 1.0 1.0 Office Manager - - 1.0 Administrative Assistant 1.5 1.5 1.5 2.0 Receptionist 1.0 1.0 1.0 1.0 Enrollment Management 1.0 1.0 1.0 1.0 Guidance Counselor 1.0 2.0 1.0 3.0 CAP Advisor 1.0 1.0 1.0 1.0 IT Support 1.0 1.0 1.0 1.0 Nurse 1.0 1.0 1.0 1.0 Subtotal Administrative Staff 10.5 $ 636,346 11.5 $ 696,399 10.5 $ 617,040 16.0 $ 1,022,781 Instructional Staff Teachers(9-12) 20.5 31.5 33.0 42.0 ESE/Special Education Teachers 2.0 2.0 2.0 3.0 Curriculum Resource Teacher 1.0 2.0 1.0 1.0 Athletic Director - 1.0 1.0 Subs - Subtotal Instructional Staff 23.5 $ 1,459,487 35.5 $ 2,297,461 37.0 $ 2,145,991 47.0 $ 2,796,824 Tutoring 5,298 $ 25,000 $ 25,000 $ 76,862 Bonuses 130,993 67,936 49,732 159,681 Stipends 43,282 167,150 219,043 307,000 Benefits 165,357 196,126 246,835 345,329 Workers'Compensation 9,127 8,320 13,578 15,650 Payroll Taxes 190,310 268,230 237,795 333,888 Subtotal $ 544,367 $ 732,762 $ 791,983 $ 1,238,410 Total Compensation 34.0 $ 2,640,200 47.0 $ 3,726,622 47.5 $ 3,555,014 63.0 $ 5,058,015 12 ADOPTED PROJECTED PROPOSED Don Soffer Aventura High School ACTUAL BUDGET FORECAST BUDGET Proposed Budget-Continued Professional Services Management Fee $ 200,739 $ 279,000 $ 279,000 $ 375,696 Finance&Accounting Services*** 35,476 54,380 54,381 - Personnel Management(Payroll&HR Services)*** 92,160 163,141 163,141 - Legal Fees 7,276 - 11,582 11,582 Fee to County Board 83,044 87,298 87,695 93,069 Outside Staff Development 13,215 32,875 28,925 28,925 Accounting Services-Audit 13,867 11,000 11,750 11,750 Professional Fees-Other 36,391 2,000 16,886 16,886 Computer Services Fees 22,741 69,440 71,288 100,000 Grant Expenditure - - - - Advertising/Marketing Expenditure 14,061 24,750 24,750 24,750 Moving Expenditure 4,989 - - - Subtotal Professional Services $ 523,959 $ 723,884 $ 749,398 $ 662,658 Vendor Services Contracted Pupil Transportation $ 102,590 $ 123,785 $ 116,506 $ 159,127 Contracted Mental Health 7,976 13,741 24,267 24,267 Extra-Curricular Activity Events&Transportation 44,252 65,000 79,507 155,000 Contracted Food Services 77,675 155,617 161,557 209,548 Background/Finger Printing - 500 - - Drug Testing Fees - 500 30 31 Licenses&Permits 1,159 1,597 1,544 1,544 Bank Service Fees - - - Contracted Custodial Services 114,407 169,257 169,257 191,827 Contracted Security 12,457 13,515 13,515 13,515 Subtotal Vendor Services $ 360,516 $ 543,512 $ 566,183 $ 754,859 Administration Expenditures Travel $ 746 $ 4,850 $ 7,020 $ 7,020 Meals 90 700 381 381 Lodging 1,641 1,450 3,293 3,293 Business Expenditure-Other 270 382 153 153 Dues&Subscriptions 1,720 1,055 2,861 2,861 Printing 3,344 2,608 2,840 2,840 Office Supplies 20,842 10,175 10,175 10,379 Medical Supplies 2,518 2,518 2,610 2,610 Subtotal Administrative Expenditures $ 31,171 $ 23,738 $ 29,333 $ 29,537 Instructional Expenditures Textbooks&Reference Books $ 277,393 $ 137,819 $ 159,878 $ 250,462 Consumable Instructional(Student) - 23,622 1,563 36,438 Consumable Instructional(Teacher) 5,639 26,250 26,251 25,000 Instructional Licenses 162,434 112,478 178,128 163,733 Testing Materials 9,772 126,450 126,450 330,670 Contracted SPED Instruction 19,175 45,858 22,748 28,591 Subtotal Instructional Expenditures $ 474,413 $ 472,477 $ 515,018 $ 834,894 13 ADOPTED PROJECTED PROPOSED Don Soffer Aventura High School ACTUAL BUDGET FORECAST BUDGET Proposed Budget-Continued r r Other Operating Expenditures Telephone&Internet $ 37,330 $ 38,286 $ 28,765 $ 29,340 Postage 1,993 7,000 390 390 Electricity 77,609 84,644 90,700 92,514 Water&Sewer 5,406 5,540 6,440 6,569 Waste Disposal 22,374 29,560 31,050 37,260 Pest Control 2,916 3,300 3,300 3,465 Cleaning Supplies 11,789 31,530 31,530 31,530 Building Repairs&Maintenance 178,241 138,723 159,046 153,885 Miscellaneous Expenditures 9,252 7,500 11,112 11,112 Subtotal Other Operating Expenditures $ 346,910 $ 346,083 $ 362,333 $ 366,065 Internal Funds Expense Internal Funds Expense**** $ 35,094 $ $ 33,214 $ 33,214 Subtotal Internal Funds Revenue $ 35,094 $ $ 33,214 $ 33,214 Fixed Expenditures Office Equipment-Leasing Expenditures $ 13,056 $ 13,560 $ 13,695 $ 13,624 Professional Liability&Other Insurance 14,504 15,739 47,400 61,620 Subtotal Fixed Expenditures $ 27,560 $ 29,299 $ 61,095 $ 75,244 Total Operating Expenditures $ 4,439,823 $ 5,865,615 $ 5,871,588 $ 7,814,486 Capital Expenditures Computers-Hardware $ 140,855 $ 184,459 $ 194,295 $ 250,545 Computers-Software 11,766 15,600 2,460 - IT Infrastructure 1,100 20,000 - 20,000 Audio Visual Equipment - 41,525 42,827 23,800 F F&E 451,287 6,000 45,009 12,500 Total Capital Expenditures $ 605,008 $ 267,584 $ 284,591 $ 306,845 Total Unadjusted Operating and Capital Expenditures $ 5,044,831 $ 6,133,199 $ 6,156,179 $ 8,121,331 Unadjusted Revenue over/(under)Expenditures $ (141,623) $ (217,521) $ 134,053 $ 284,739 CSUSA Subsidy to offset Professional Services*** $ 141,623 $ 217,521 $ 217,522 $ - Adjusted Revenues over/(under)Expenditures $ - $ $ 351,575 $ 284,739 Total Adjusted Operating and Capital Expenditures $ 4,903,208 $ 5,915,678 $ 5,938,657 $ %121,331 Total Revenues $ 4,903,208 $ 5,915,678 $ 6,290,232 $ 8,406,070 Projected Addition to Fund Balance/(Deficit) $ - $ $ 351,575 $ 284,739 Repayment to City $ - $ $ 351,575 $ 184,739 Projected Fund Balance After Repayment $ $ $ - $ 100,000 14 CITY OF AVENTURA DON SOFFER AVENTURA HIGH SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 ooN SOF,��R n � o cn2 �o RA HiGN CHARTER SCHOOLS % L75A DSAHS INSTRUCTIONAL PAY-FOR-PERFORMANCE PLAN INDEX A. CSUSA PAY PRACTICES B. PERFORMANCE BASED COMPENSATION C. MERIT INCREASE SCHEDULE D. SCHOOL WIDE PERFORMANCE AND RETENTION BONUS A. CSUSA PAY PRACTICES CSUSA salaries are competitive with the surrounding area schools but structured differently, with a greater emphasis on performance-based pay. For base salaries, pay bands have been established to a minimum, midpoint, and maximum scale by which job families can grow with merit increases.CSUSA will budget criteria,incentives,and other motivating factors to attract, reward and retain the best employees.A salary worksheet will be used to calculate starting salaries in a fair&consistent manner. Below are the basic criteria utilized to determine starting salaries. Base Salary for Teachers in their initial year(10 Month) • Positive Adjustments to initial base for Experience,Previous Outcomes,Critical Shortage Areas/Special Consideration, if applicable and based on Budget • Positive Adjustments to base for Education Credentials o $3,000 for Masters o $5,000 for Specialist o $7,000 for Doctorate 15 • Other Compensation:(to be reevaluated annually and subject to funding availability) o $3,500 in lieu of the Miami-Dade County Referendum will be added as a stipend to Teacher base pay • $-3,000 Negative Adjustments to base (prior to HB increase) if met all requirements and waiting for Certification documentation B. PERFORMANCE BASED COMPENSATION Research supports the notion that people are motivated through achievement,recognition,and growth opportunities.Moreover, studies indicate that not only does this contribute to the retention of high-quality staff, but also positively impacts student achievement.Consequently,the School will adopt a performance-based compensation plan that includes: • Merit increases for faculty and staff are determined by a robust evaluation tool based on the research of Robert Marzano,in alignment with statutory requirements • A"Cost of Living"adjustment"option may be included in the schedule • Participation in various programs to provide incentive bonuses for teachers • Performance bonuses for Administration based on Academic Performance,Enrollment/Growth and Culture metrics • School wide performance incentive goal—provided to faculty and staff at schools that achieve predetermined school wide academic improvement goals • Stipends(supplements)are offered separately from base pay for Additional Academic Responsibilities,Title 1 Schools, Critical Teacher Shortage Areas,Bottom 2 School improvement categories,etc. C. MERIT INCREASE SCHEDULE Final Level Instructional staff member scores are calculated by combining the Instructional Practice and Student Performance components of the final evaluation. Please see the school's approved evaluation plan. Budget will determine the Effective teacher's percent increase.This percent increase will fall between 50%-75%of the percent increase that Highly Effective teachers receive per statutory requirements. CSUSA PERFORMANCE EVALUATION RESULTS INSTRUCTIONAL INCREASE* Level 1:UNSATISFACTORY/DEVELOPING/NEEDS IMPROVEMENT 0% Level 2:DEVELOPING/NEEDS IMPROVEMENT 0% Level 3:APPLYING/EFFECTIVE 1.5% Level 4:INNOVATIVE/HIGHLY EFFECTIVE 2.0% *Merit increases are subject to budget allocation • A"Cost of Living"adjustment option may be included in the schedule,budget permitting • Stipends(supplements)are offered separately from base pay for Additional Academic Responsibilities,Title 1 Schools, Critical Teacher Shortage Areas,Bottom 2 School improvement categories,etc. D. SCHOOL WIDE PERFORMANCE AND RETENTION BONUS CSUSA offers a school wide bonus opportunity that acknowledges and shows appreciation to our loyal and committed employees. This is an opportunity for all Full Time Staff to earn a bonus based on the overall performance of their school. • Up to$500.00 for Non-Instructional Employees • Up to$1,000.00 for Instructional Employees • The bonus will be paid out after FTE count and the release of school grades in the fall/winter of the following year • The bonus is based on goals established by the school and approved by leadership • If the school meets its letter grade goal,the bonus will be paid out in full • If the letter grade goal is not met,the bonus will be prorated based on the percentage of goals met • Employee must be actively employed at time of bonus payout *School wide bonus payment is subject to budget allocation 16 CITY OF AVENTURA DON SOFFER AVENTURA HIGH SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 ooN soF��R r n J � o tn2 �o Rq H 1 G� ADOPTING ORDINANCE 17 ORDINANCE NO. 2022- AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED DON SOFFER AVENTURA HIGH SCHOOL BUDGET FUND 191 FOR FISCAL YEAR 2022/2023 (JULY 1 — JUNE 30), PURSUANT TO SECTION 4.05 OF THE CITY CHARTER; AUTHORIZING EXPENDITURE OF FUNDS ESTABLISHED BY THE BUDGET; PROVIDING FOR BUDGETARY CONTROL; PROVIDING FOR PERSONNEL AUTHORIZATION; PROVIDING FOR GIFTS AND GRANTS; PROVIDING FOR AMENDMENTS; PROVIDING FOR ENCUMBRANCES; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS: Section 1. The 2022/2023 Operating Budget for the Don Soffer Aventura High School, a copy of said budget being attached hereto and made a part hereof as specifically as if set forth at length herein, be and the same is hereby established and adopted. Section 2. Expenditure of Funds Appropriated in the Budget Authorized. Funds appropriated in the Budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the Budget adopted by this Ordinance and shall constitute an appropriation of the amounts specified therein. Supplemental appropriations or the reduction of appropriations, if any, shall be made in accordance with Section 4.07 of the City Charter. Section 3. Budgetary Control. The Budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to the Don Soffer Aventura High School Fund may not be increased or decreased without specific authorization by a duly-enacted Resolution affecting such amendment or transfer. Therefore, if requested by the Principal of Don Soffer Aventura High School, the City Manager may authorize transfers from one individual line item account to another, so long as the line item accounts are within the same department and fund. 18 Section 4. Personnel Authorization. The "Personnel Allocation Summary" enumerates all authorized budgeted positions. However, if requested by the Principal of Don Soffer Aventura High School, the City Manager may amend said authorized budgeted positions in order to address the operating needs of the department so long as sufficient budgeted funds are available. Section 5. Grants and Gifts. When the City of Aventura receives monies from any source, be it private or governmental, by Grant, Gift, or otherwise, to which there is attached as a condition of acceptance any limitation regarding the use or expenditures of the monies received, the funds so received need not be shown in the Operating Budget nor shall said budget be subject to amendment of expenditures as a result of the receipt of said monies, but said monies shall only be disbursed and applied toward the purposes for which the said funds were received. To ensure the integrity of the Operating Budget, and the integrity of the monies received by the City under Grants or Gifts, all monies received as contemplated above must, upon receipt, be segregated and accounted for based upon generally accepted accounting principles and where appropriate, placed into separate and individual trust and/or escrow accounts from which any money drawn may only be disbursed and applied within the limitations placed upon the Gift or Grant as aforesaid. Section 6. Amendments. Upon the passage and adoption of the Don Soffer Aventura High School Fund Budget for the City of Aventura, if the City Manager determines that the Department Total will exceed its original appropriation, the City Manager is hereby authorized and directed to prepare such Ordinances as may be necessary and proper to modify any line item from the Budget hereby. Section 7. Encumbrances. All outstanding encumbrances at June 30, 2022 shall lapse at that time; and all capital outlay encumbrances and/or capital outlay expenditures not spent during the fiscal year may be re-appropriated in the 2022/2023 fiscal year. Section 8. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any reason be held to be invalid or unconstitutional, such decision shall not affect the validity of 19 the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 9. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. The foregoing Ordinance was offered by Commissioner who moved its adoption on first reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Rachel S. Friedland Commissioner Billy Joel Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Marc Narotsky Vice Mayor Robert Shelley Mayor Enid Weisman The foregoing Ordinance was offered by Commissioner who moved its adoption on second reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Rachel S. Friedland Commissioner Billy Joel Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Marc Narotsky Vice Mayor Robert Shelley Mayor Enid Weisman 20 PASSED on first reading this 27th day of April, 2022. PASSED AND ADOPTED on second reading this 12th day of May, 2022. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY 21 ooN sofi,�E� n � � a H IG DON SOFFER AVENTURA HIGH SCHOOL 3151 NE 2131" Street Aventura, Florida 33180