Board of Trustees G OLETA UNION SCHOOL DISTRICT Luz Reyes

March 16, 2016 • 7:00 P.M.

REGULAR BOARD MEETING AGENDA CLOSED SESSION AFTER REGULAR SESSION Jack Kramer Administration Center – Board Room

401 North Fairview Avenue, Goleta, CA 93117

Board Meeting Information for Members of the Public

Public Inspection of Documents In compliance with Government Code 54957.5, agenda-related documents that have been distributed to the Board less than 72 hours prior to the board meeting are available for inspection at the Goleta Union School District, 401 North Fairview Avenue, Goleta.

Public Comment Items not on the action agenda: The public may address the Board on any matter pertaining to the school district that is not on the agenda. Speakers are limited to five (5) minutes. The Board is generally prohibited from discussing items not on the agenda. Under limited circumstances, the Board may discuss and act on items not on the agenda if they involve an emergency affecting safety of persons or property, or a work stoppage, or if the need to act came to the attention of the district too late to be included on the posted agenda.

Items on the agenda: The public may address the Board on any item on the agenda as it is taken up. Unless otherwise determined by the Board, each person is limited to three (3) minutes per item. If a large number wish to speak on a specific item, the Board may limit total input to 30 minutes on any item.

The Board shall not prohibit public criticism of policies, procedures, programs or services of the school district, or the acts or omissions of the Board. Persons appearing before the Board are reminded, as a point of information, that members of the Board are without authority to act independently, as individuals, in official matters. No speaker is granted privilege by the Board to make statements, which may be considered defamatory or otherwise actionable by other persons, including district officers and employees. The Goleta Union School District Board of Trustees has adopted Board Policy 1312.1, Complaint Procedures, for addressing complaints against district employees. Complaints must be processed in accordance with procedures outlined in this policy.

Consent Items All matters listed under Consent are those on which the Board has previously deliberated or which can be classified as routine items of business. An administrative recommendation on each item is contained in the agenda supplements. There will be no separate discussion of these items prior to the time the Board of Education votes on the motion unless members of the Board, staff, or public request specific items to be discussed or pulled from the consent items. To address an item on the Consent Calendar, please follow the procedure described under Hearing of the Public.

Closed Session The Board may meet in Closed Session to consider qualified matters of litigation, employee negotiations, student discipline, employee grievances, personnel qualifications, or real estate negotiations.

Cell Phones/Pagers As a courtesy to all meeting attendees, please set cellular phones and pagers to silent mode and engage in conversations outside the meeting room.

Assistance With Meeting In compliance with the Americans with Disabilities Act and AB-3035, if you require special assistance to participate in this meeting, please contact the Superintendent at (858) 794-7104 at least 24 hours prior to the start of the meeting to enable the District to make reasonable arrangements.

GOLETA UNION SCHOOL DISTRICT William Banning, Superintendent

Board of Trustees Susan Epstein, President

Luz Reyes-Martin, Vice-President Carin Ezal, Clerk

Yvonne DeGraw, Member Richard Mayer, Member

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March 16, 2016 Page 1 of 120

Goleta Union School District Board of Trustees

Meeting Agenda Items March 16, 2016 • 7:00 P.M

1. ORGANIZATIONAL BUSINESS

a. Call to Order b. Attendance

Yvonne DeGraw Susan Epstein Carin Ezal Richard Mayer Luz Reyes-Martin

c. Pledge of Allegiance d. Welcome of Guests e. Announcement of Recorded Meeting

2. APPROVAL OF THE AGENDA

[Motion: Second: Yes: No: Abstain: ]

3. APPROVAL OF MINUTES: February 24, 2016 [Motion: Second: Yes: No: Abstain: ]

4. PUBLIC COMMENT

If you wish to address the Board, please complete a request card and hand it to the Board Secretary. 5. BOARD DISCUSSION – FOCUS ON DISTRICT VISION AND GOALS

Discussion on Implementation of Next Generation Science Standards 6. INFORMATION ITEMS

The following items, announcements, and/or reports are presented for information and discussion only.

a. Summer Learning Program Planning Carol Boyan-Held, Assistant Superintendent, Instructional Services

b. First Reading of District Comprehensive Safety Plans with School Safety Plans Included Dr. Margaret Saleh, Assistant Superintendent, Pupil Services

c. Review of Final Draft of GUSD Protocols for Interpretation and Translation William Banning, Superintendent

d. First Reading of Draft Memorandum of Understanding with United Way of Santa Barbara County for Lexia Core 5 Software William Banning, Superintendent

7. ACTION ITEMS

The Board will discuss and take action on the following items:

a. Acceptance of Gifts and Donations to the District William Banning, Superintendent [Motion: Second: Yes: No: Abstain:_____]

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March 16, 2016 Page 2 of 120

b. Approval of the 2015-2016 Second Interim Financial Report Conrad Tedeschi, CPA, Assistant Superintendent, Fiscal Services [Motion: Second: Yes: No: Abstain: ]

c. Agreement with Schoolworks, Inc. for a Developer Fees Justification Study Conrad Tedeschi, CPA, Assistant Superintendent, Fiscal Services [Motion: Second: Yes: No: Abstain: ]

d. Public Hearing: Disclosure of Proposed Collective Bargaining Agreement with United Teaching Profession of Goleta (UTPG), California School Employees Association (CSEA) Chapter 311, and Non-Represented Employees for Fiscal Year 2015-2016 Conrad Tedeschi, CPA, Assistant Superintendent, Fiscal Services Open_____Closed______ [Motion: Second: Yes: No: Abstain: ]

e. Approval of Negotiated Agreement between United Teaching Profession of Goleta and Goleta Union School District

William Banning, Superintendent [Motion: Second: Yes: No: Abstain: ]

f. Approval of Negotiated Agreement between CSEA Goleta Valley Chapter #311 and Goleta Union School District William Banning, Superintendent and Donna Madrigal, Assistant Superintendent, Administrative Services [Motion: Second: Yes: No: Abstain: ]

g. Approval of Salary Increases for Non-Represented Certificated and Classified District Employees William Banning, Superintendent and Donna Madrigal, Assistant Superintendent, Administrative Services [Motion: Second: Yes: No: Abstain: ]

h. Approval of Revised Management Salary Schedule for 2016-2017 School Year William Banning, Superintendent [Motion: Second: Yes: No: Abstain: ]

i. Approval of Job Description for Certificated Director of Instruction and Assessment William Banning, Superintendent [Motion: Second: Yes: No: Abstain: ]

j. Resolution #2016-06: Public School Volunteer Week William Banning, Superintendent [Motion: Second: Yes: No: Abstain: ]

k. Third Reading and Approval of Revised Board Policy and Administrative Regulation 6158: Independent Study Dr. Margaret Saleh, Assistant Superintendent, Pupil Services [Motion: Second: Yes: No: Abstain: ]

8. CONSENT ITEMS The Board will be asked to approve the following staff recommendations by a single vote, unless any member of the Board or of the public asks that an item be removed from the Consent Agenda to be considered and discussed separately. An “X” indicates those items that have already been designated for removal and discussion prior to approval. a. Payment of Claims b. Routine Personnel Action Report

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March 16, 2016 Page 3 of 120

c. Second Reading and Approval of Revised Board Policy 6190: Evaluation of the Instructional Program

[Motion: Second: Yes: No: Abstain: ] 9. SUPERINTENDENT REPORTS

The Superintendent, or other members of the administrative staff, may report to the Board about various matters involving the District. There will be no Board discussion except to ask questions or refer matters to staff, and no action will be taken. The item(s) may be listed on a subsequent agenda.

a. Items for Future Agendas b. Summary Financial Status Report for Period Ending February 29, 2016. c. Enrollment as of the Sixth School Month Ending February 19, 2016.

10. BOARD MEMBER REPORTS

Each member of the Board may report about various matters involving the District. There will be no Board discussion except to ask questions or refer matters to staff, and no action will be taken. The item(s) may be listed on a subsequent agenda.

11. NEXT REGULAR MEETING DATE

Regular Meeting – Wednesday, April 6, 2016 at 7:00 P.M. Jack Kramer Administration Center Board Room 401 N. Fairview Avenue, Goleta, CA 93117 Action and Consent Agenda Deadline: 10:00 a.m., Monday, March 28, 2016

12. ADJOURNMENT INTO CLOSED SESSION

The Board will meet with William Banning in closed session to discuss the following: a. Evaluation of Superintendent (Government Code §54957.6)

13. ADJOURNMENT OF CLOSED SESSION [Motion: Second: Time: ] 14. RECONVENE OPEN SESSION/REPORT FROM CLOSED SESSION (IF APPLICABLE)

15. ADJOURNMENT OF MEETING [Motion: Second: Time: ]

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March 16, 2016 Page 4 of 120

February 24, 2016

MINUTES OF REGULAR BOARD MEETING

Jack Kramer Administration Center – Board Room 401 North Fairview Avenue, Goleta, CA 93117

1. ORGANIZATIONAL BUSINESS

a. Call to Order President Susan Epstein called a regular meeting of the Board of Trustees of the Goleta Union

School District to order at 7:00 p.m., at the Jack Kramer Administration Center, 401 N. Fairview Avenue, Goleta. b. Roll Call c. Pledge of Allegiance

Carin Ezal, Clerk, led the Pledge of Allegiance. d. Welcome of Guests President Epstein welcomed guests to the meeting. e. Announcement of Recorded Meeting

President Epstein reminded the audience that the meeting was being recorded.

2. APPROVAL OF THE AGENDA The Agenda for February 24, 2016 was approved as reordered.

[Motion: DeGraw Second: Reyes-Martin Yes: 5 No: 0 Abstain: 0 ]

3. APPROVAL OF MINUTES The February 3, 2016 minutes were approved as presented.

[Motion: Ezal Second: Mayer Yes: 5 No: 0 Abstain: 0 ] 4. PUBLIC COMMENT

None.

5. REORDERED CONSENT ITEMS

a. Payment of Claims b. Routine Personnel Action Report c. Second Reading and Approval of Revised Board Policy 5131.2: Bullying d. Second Reading and Approval of Revised Board Policy and Administrative Regulation 6181:

Alternate Schools/Programs of Choice [Motion: Ezal Second: Mayer Yes: 5 No: 0 Abstain: 0 ]

6. BOARD DISCUSSION – FOCUS ON DISTRICT VISION AND GOALS

Mr. Banning reviewed the Core Components of GUSD Strategic Plan. 7. PRESENTATION/DISCUSSION/INFORMATION ITEMS

GOLETA UNION SCHOOL DISTRICT William Banning, Superintendent

Board of Trustees Susan Epstein, President

Luz Reyes-Martin, Vice President Carin Ezal, Clerk

Yvonne DeGraw, Member Richard Mayer, Member

3 – Minutes of February 24, 2016


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March 16, 2016 Page 5 of 120

Board of Trustees Minutes of Regular Meeting, February 24, 2016

The following items, announcements, and/or reports were presented for information and discussion only: a. Discussion on Long-Term Needs for Consideration of Bond Election in November 2016

Conrad Tedeschi, Assistant Superintendent, Fiscal Services b. Budget Development for Fiscal Year 2016-2017

Conrad Tedeschi, Assistant Superintendent, Fiscal Services c. First Reading of Revised Board Policy 6190: Evaluation of Instructional Program

Carol Boyan-Held, Assistant Superintendent, Instructional Services d. Morgan Hill v CDE – FERPA Student Record Disclosure Order

Dr. Margaret Saleh, Assistant Superintendent, Pupil Services 8. ACTION ITEMS

The Board discussed and took action on the following items:

a. Acceptance of Gifts and Donations to the District William Banning, Superintendent [Motion: Ezal Second: Mayer Yes: 5 No: 0 Abstain: 0 ]

b. Consolidated Application Mid-Year Repost Carol Boyan-Held, Assistant Superintendent, Instructional Services [Motion: DeGraw Second: Reyes-Martin Yes: 5 No: 0 Abstain: 0 ]

c. Second Reading and Approval of Revised Board Policy and Administrative Regulation 6158: Independent Study Dr. Margaret Saleh, Assistant Superintendent, Pupil Services (postponed until March 16)

d. Ratification of Confidential Employee Vacation Accrual Schedule Donna Madrigal, Assistant Superintendent, Administrative Services [Motion: Mayer Second DeGraw Yes: 5 No: 0 Abstain: 0 ]

e. Non-reelection of Temporary Teachers Donna Madrigal, Assistant Superintendent, Administrative Services [Motion: Ezal Second DeGraw Yes: 5 No: 0 Abstain: 0 ]

f. Selection of Candidate in the CSBA Delegate Assembly in Sub-region 11-A Election William Banning, Superintendent [Motion: DeGraw Second Mayer Yes: 5 No: 0 Abstain: 0 ]

8. SUPERINTENDENT REPORTS

a. Items for Future Agendas b. Summary Financial Status Report for Period Ending January 31, 2016. William Banning, Superintendent: • Attended the DELAC meeting. • Attended the GEF Strategic Plan meeting and met with new grant writer. • Attended the El Camino “Out of PI Celebration”. • Spoke at the United Way Open House about the El Camino partnership. • Attended the DAC meeting with Hollister as the host. • Held negotiations with UTPG and CSEA. • Attended the NGSS Science Leadership dinner.



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March 16, 2016 Page 6 of 120


Conrad Tedeschi, Assistant Superintendent, Fiscal Services: • Reported that Sharon Baird is preparing for an Administrative Review in Food Services. • Visited the El Rancho site and met with the Waldorf School. Carol Boyan-Held, Assistant Superintendent, Instructional Services: • Attended the DELAC meeting addressing LCAP and Translation protocols. • Shared that the TK Parent meeting is March 2 at the District Office Board room. • Held training for principals for EADMS (Data Management System). • Plans to attend the California Association of Gifted Conference (CAG). • Held Curriculum Council meeting focusing on ELA/ELD framework • Announced that Bridget Haley from Kellogg School will be honored at the Tri-County GATE

Council March 4th. Donna Madrigal, Assistant Superintendent, Administrative Services: • Attended the NGSS Science workshop with administrators and teacher leaders from South

Coast School Districts. • Attended the iPad Conference (Tech Innovation) in San Diego. • Announced that the August 19 in-service will include a speaker from the iPad Conference. • Submitted four names for Classified Employee of the Year to Santa Barbara County. • Shared that she is staffing for job shares with the March 15 deadline. Margaret Saleh, Assistant Superintendent, Pupil Services: • Shared that the 5th grade Health Fair was held on February 9th and 10th. • Attended the County School Wellness Council meeting and Goleta Wellness meeting. • Held Pre-K to K transition parent meeting. • Plans to attend Alternative Dispute Resolution training in Sacramento. • Acknowledged the collaboration between the Sheriff’s Department and the staff and student at

Kellogg School in the reporting and arrest of last week’s incident. 9. BOARD MEMBER REPORTS

Susan Epstein: • Attended the Wellness Committee meeting. • Visited the Computer Lab at El Camino School. Yvonne DeGraw: • Attended the El Camino “Out of PI Celebration”. • Attended the NGSS Science Leadership dinner. • Attended the Teacher Tech Leads (TTL) meeting. • Attended the Gifted Services Parent Night. Luz Reyes-Martin: • Attended the El Camino “Out of PI Celebration”. • Attended the GEF meeting. • Attended the KEYT Science Night at Ellwood School. • Attended the North Campus Open Space Community meeting. Carin Ezal: • Attended the El Camino “Out of PI Celebration”. • Participated in the Report Card Committee meeting. • Attended the NGSS Science Leadership dinner. • Attended the DAC meeting.



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March 16, 2016 Page 7 of 120


• Enjoyed the GATE Parent Night with speaker David Mochel on Mindfulness. Richard Mayer: • Attended the Curriculum Council meeting.

10. NEXT REGULAR MEETING DATE

Regular Meeting – Wednesday, March 16, 2016 at 7:00 P.M. Jack Kramer Administration Center Board Room 401 N. Fairview Avenue, Goleta, CA 93117 Consent, Action and Informational Agenda Deadline: 10:00 a.m., Monday, March 7, 2016.

11. ADJOURNMENT INTO CLOSED SESSION 9:25PM

The Board met in closed session with Superintendent William Banning, Assistant Superintendents, Donna Madrigal and Conrad Tedeschi to discuss the following: a. Negotiations – UTPG, CSEA and unrepresented employees (Government Code §54957.6) The Board met in closed session with Superintendent William Banning to discuss the following: b. Non-reelection, Release and Reassignment of Certificated Employees. (Government Code §54957)

12. ADJOURNMENT OF CLOSED SESSION

13. RECONVENE OPEN SESSION/REPORT FROM CLOSED SESSION (IF APPLICABLE) In closed session the Board voted to non-reelect employee #235.

14. ADJOURNMENT OF MEETING [Motion: Mayer Second: DeGraw Time: 10:47 p.m.]

_____________________________________ Susan Epstein, President



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March 16, 2016 Page 8 of 120

March 16, 2016 Board Discussion – Focus on District Vision and Goals

Consent Item Action Item X Information Item

Submitted by William Banning, Superintendent

Executive Summary: As part of the regular meeting agenda, this item will focus on topics most closely related to the Goleta Union School District’s vision and goals as outlined in the District’s Strategic Plan, Local Control Accountability Plan (LCAP), and other strategically important programs, initiative and documents. Topics that will be covered at the current meeting include:

1. Discussion on Implementation of Next Generation Science Standards The Assistant Superintendent of Instructional Services and the Superintendent will lead a Board discussion on timelines and planning related to exploration and implementation of the Next Generation Science Standards. The discussion will include an update on the District’s status related to joining local districts in a planning partnership with BaySci and the Lawrence Hall of Science.

GOLETA UNION SCHOOL DISTRICT Board Agenda Item Summary

5A – Board Discussion – Focus on District Vision and Goals

5A – Board Discussion – Focus on District Vision and Goals

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March 16, 2016 Summer Learning Program Planning


Submitted by Carol Boyan-Held, Assistant Superintendent, Instructional Services

Executive Summary:

The District is in the process of developing a summer learning program that is focused on Science, Technology, Engineering and Math (STEM) and 21st Century skills. The program will provide intervention support and enrichment to approximately 380 students. In addition, approximately 60 students will be served in the Extended School Year (ESY) program at Kellogg School. The summer program, which will be located at Kellogg and Isla Vista schools, will begin on June 20th and end on July 21st (excluding the 4th of July holiday). Attachment:

The budget report will be provided under separate cover at the Board meeting. Fiscal Impact:

Implementation of the summer intervention and enrichment program is estimated at $153,000 for Fiscal Year 2016-2017.


6A – Summer Learning Program


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2016 SUMMER LEARNING PROGRAM Projected Expenditure Breakout

Monday – Thursday; June 20 – July 21, 2016No Summer School on July 4th

ITEM Estimated 2016 Cost Function/ Object

Principal (2) 6,129.21 2 principals, $40/hr. for 134 hours of employment [2/5 hr. days before SS starts, 5.5 hrs. close, 14 hrs. admin, 19/5.5 hr. days (7:30-1:00)] — we estimated @ $45.74/hr. each, to include Medicare, worker's compensation, unemployment insurance, STRS in cost estimate.

$12,258.43

Teachers, K-5 Summer Learning Intervention Classroom (23) 3,702.11 23 total intervention teachers, $35/hr.—10 each site: for 92.5 hours of employment [19 /4.5 hr. days (7:45-12:15), + one 5 hr day before SS starts, 2 hrs. close; we estimated @ $40.02/hr. each, to include Medicare, worker's compensation, unemployment insurance, STRS in cost estimate. NOTE: prep time includes 3 hours professional development time] —

$85,148.61

Teachers, K-5 Enrichment Classroom (2) $ 3,161.81 2 total enrichment teachers—1 each site: $35.00/hr. for 79 hours of employment [16 /4.5 hr. days (7:45-12:15), + one 5 hrs. before SS starts, 2 hrs. close; NOTE: prep time includes 4 hours professional development time]

$6,323.61

Office Manager (2) Paid for July 4th Holiday 4,714.64 2 office managers, $31/hr. for 125 hours of employment [20/ 4.75 hr days (7:30-12:15), 30 hrs. prep and closure] — we estimated @ $37.72/hr. each, to include Medicare, worker's compensation, unemployment insurance in cost estimate.

$9,429.27

Computer Specialist (2) (for Lexia, DIBELS, etc…) 2,847.03 2 computer specialist, $30/hr. for 1 day/wk (78 hours of employment— 4/4hr days/4 wks (8-12) + 1hr. prep & 1 hr. close) — we estimated @ $36.50/hr. each, to include Medicare, worker's compensation, unemployment insurance in cost estimate

$5,694.06

Crossing Guard (3) Paid for July 4th Holiday 462.34 2 crossing guards @ 2 sites, $19/hr. for 20 hours of employment each— we estimated @ $23.12/hr. each, to include Medicare, worker's compensation, unemployment insurance in cost estimate. (1 at _____________ & 1 at ________________, 1 at ________________)

$1,387.02

Yard Supervisor (8)8 yard supervisors, $11.91/hr; 6 at 19 hours' employment off site- 2 at 20 hours' employment onsite) — we estimated @ $14.06/hr. each, to include Medicare, worker's compensation, unemployment insurance in cost estimate.

$2,202.58

Food Service (2) Paid for July 4th Holiday 924.68 2 Food Service Workers, $20/hr for 2 hrs/day for 20 days —we estimated @ $24.34/hr. each, including Medicare, worker's compensation, unemployment insurance

$1,849.35

SoftwareProfessional Development Support and Curriculum to include Enrichment Support

1000 / 5200

Transportation Estimate $25,075

Supplies $3,500 1000 / 4310

TOTAL: $152,867.93 Fund Resource Year Goal Function Object School Mgmt Unit

| 01 | 0 | 0 | 1328 | ** | ** | *** | 0 | 0000+ | 10%

| 01 | 0 | 0 | 1328 | ** | ** | *** | 0 | LCAP+ | 90%*All 01 with one exception. Food Service Workers, Fund 13 ** See Function/Object Column ***See Mike Thomson once positions are filled Isla Vista = 023; Kellogg=027) ^All 0000 with one exception. Crossing Guard = 0119

1000 / 2900

3700 / 2200

2700 / 1200

1000 / 1200

1000 / 1120

2700 / 2400

1000 / 2900

5000 / 2900



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March 16, 2016 Page 12 of 120

March 16, 2016 First Reading of School Safety Plans


Submitted by Dr. Margaret Saleh, Assistant Superintendent, Pupil Services

Executive Summary:

Earlier this year the Board of Education was provided with the preliminary Comprehensive School Safety Plan for the District for their initial review and study. The Board will now be provided with copies of the individual School Safety Plan for each of our sites, which is to be added into the Comprehensive School Safety Plan under Section H. This item is presented for a first reading and will be brought back for approval at the April 6 Board Meeting. Although formal approval is not required for state or federal compliance, approval by the Board will allow the District to apply for approximately $10,000 of safety credits through SISC, the District’s liability carrier. This item will be presented for approval as an Action Item at the next Board Meeting. Attachment: Available under separate cover.


6B – First Reading of School Safety Plans

6B – First Reading of School Safety Plans

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March 16, 2016 Review of Final Draft of GUSD Protocols for Interpretation and Translation



Executive Summary: The Board will review a final draft of Protocols for Interpretation and Translation that has been in development this year. The document has been modified after previous review by the Board, the District English Learner Advisory Committee, the District Advisory Committee, and the District Leadership Team. Fiscal Impact: Uncertain – Costs associated with additional headsets for interpretation and potential expansion of community liaison services in future budgets Attachment: Protocols for Interpretation and Translation


6C – Review of Final Draft of GUSD Protocols for Interpretation and Translation


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GUSD Interpretation and Translation Protocols March 16, 2016

Meetings and Conferences

Individual Conferences / Verbal Communication: ● Site and district leaders are expected to assure availability of interpretation or native language

communication for individual verbal communications whenever possible. Parent Conferences: ● Site leaders are expected to coordinate resources with colleagues to maximize use of available

resources for interpretation during parent conferences. This includes site principals coordination of conference calendars among the most heavily impacted schools.

● Use of GUSD bilingual employees (community liaisons, certificated tutors, classified instructional assistants, etc.) is the preferred strategy for interpretation, however other options may be considered when demand exceeds available supply.

● Appropriate alternatives include noninstructional, bilingual employees, and certificated retirees. ● No use of student volunteers from local high school programs will be allowed. Families may choose

to bring their own translators without restriction. ● To ensure the most uniform quality of service possible, the District will support training for bilingual

employees in skills necessary for effective interpretation in meetings. Site or District General Meetings: ● Site and District leaders are expected to provide appropriate interpretation services for all general

meetings. (BacktoSchool Night, Parent education/information nights, etc.). ● Site leaders will communicate, in advance of general meetings, the availability of translation services

and encourage attendance of nonEnglish speaking parents. Such communication will be provided through media and strategies appropriate to the individual school site (i.e., native language dial out, text, email, or personal contact by school staff or community liaison)

● Schools with small numbers of nonEnglish speaking families, may elect to provide services only with advance notice after proactive individual communications in advance with all nonEnglish speaking families

Site and District Committee Meetings: ● For site and district committee meetings, interpretation needs shall not be a factor in appointing

members of any ongoing committees. ● Solicitation for membership will be inclusive of all parents regardless of language fluency. ● Interpretation services shall be provided only upon advance request for committee meetings when

regular membership includes only Englishspeaking members. Individual Education Plan (IEP) Meetings ● IEPs with nonEnglish speaking parents will include appropriate interpretation to the extent possible. ● Summaries of selected portions of IEPs for Spanishspeaking parent are regularly summarized and

translated. Upon request of any nonEnglish speaking parents, the full IEP will be translated. ● Requests for translation from nonEnglish speaking parents to languages other than Spanish are

accommodated to the greatest extent possible based on availability of services and to the full extent required by law.



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March 16, 2016 Page 16 of 120

District Board Meetings: ● Interpretation of regularly scheduled Board Meetings will be made available for any nonEnglish

speaking parents upon prior request. ● Information about the date, time, content and purpose of regular Board meetings will be posted in

English and Spanish on the District website and will be included at the front of the Board agenda. Information will include statements encouraging public engagement in District activities and will provide instructions about requesting interpretation services.

● For Board meetings that include agenda items specifically seeking public input, interpretation services will be provided without prior request and public notice for the meeting will include a statement regarding available translation.

PTAs and other SchoolAffiliated Organizations ● PTA and other schoolaffiliated organizations are highly encouraged to work with site and/or district

leaders to align interpretation protocols with these district standards.

Public Outreach

Site and District Meeting Notifications: ● Site and District leaders are expected to provide individualized outreach to nonEnglish speaking

families for all site general meetings through communication via Community Liaisons, Blackboard Connect, or Parent Square “Smart Alerts” encouraging participation of nonEnglish speaking families and notifying them of the availability of interpretation services.

● Statements encouraging participation of all families (and the availability of interpretation services) are to be included in printed materials promoting site meetings.

Translation of Written Communication

● All Districtgenerated written documents provided to parents will be provided in English and Spanish

and others as required by law. ● All written materials approved for distribution to GUSD families by external agencies will be provided

in English and Spanish and others as required by law. ● At minimum, translation of written documents from school sites or individual classrooms will comply

with all legal requirements based on the number of parents who speak languages other than English. In cases where documents are provided in English only, site leaders will be responsible for assuring alternate availability of information for nonEnglish speakers, including proactive notification of availability.

Languages other than Spanish

While a large majority of nonEnglish speaking families in GUSD speak Spanish, there are other languages represented in the families we serve. To the greatest extent possible the protocols and expectations in this document are presented as desired standards for all languages. However, supply and quality of interpretation / translation services to languages other than Spanish imply the need for flexibility in alternate solutions to those presented here.



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Protocolo de interpretación y traducción de GUSD 16 de marzo, 2016

Reuniones y conferencias

Conferencias individuales/Comunicación verbal: ● Se espera que líderes de las escuelas y el distrito aseguren la disponibilidad de interpretación o

comunicación en la lengua materna para comunicación verbal individual cuando sea posible.

Conferencias de padres ● Se espera que líderes de las escuelas coordinen recursos con otros colegas para aprovechar al

máximo el uso de recursos disponibles para la interpretación durante las conferencias de padres. Esto incluye la coordinación por los directores de los calendarios de conferencias en las escuelas más afectadas.

● El uso de empleados bilingües de GUSD (ayudantes a la comunidad, instructores titulados, ayudantes de enseñanza, etc.) es la estrategia preferida para la interpretación, pero se pueden tomar en cuenta otras opciones cuando la demanda excede la oferta.

● Las alternativas apropiadas incluyen el uso de otros empleados bilingües que no enseñan y empleados titulados que se han jubilado.

● No se permitirá el uso de voluntarios de las escuelas secundarias. Las familias pueden optar por traer sus propios traductores sin restricción.

● Para asegurar un servicio de la calidad más uniforme posible, el Distrito apoyará la capacitación para empleados bilingües en las habilidades que necesitan para la interpretación eficaz en reuniones.

Reuniones generales en las escuelas o en el Distrito: ● Se espera que líderes de las escuelas y el distrito proveerán servicios de interpretación apropiados

para cada reunión general. (Noche de Orientación, Noches informativas para padres de familia, etc.).

● Los líderes de las escuelas comunicarán regularmente, antes de las reuniones generales, la disponibilidad de servicios de traducción y fomentarán la asistencia de padres de familia que no hablan inglés. Esa comunicación será provista por medios de comunicación y estrategias apropiados para cada escuela individual (por ejemplo, llamadas de teléfono en la lengua materna, mensajes de texto, email o contacto personal por el personal de la escuela o la ayudante a la comunidad)

● Las escuelas con pocas familias que no hablan inglés, pueden optar por ofrecer servicios solo con aviso previo después de comunicación individual y proactiva por adelantado con todas las familias que no hablan inglés.

Reuniones de comités en las escuelas o en el Distrito: ● Para las reuniones de comités en las escuelas o en el distrito, el hecho de que alguien necesite

intérprete no será un factor en nombrar representantes de un comité existente. ● Se espera que la petición para la membresía de un comité sea inclusivo de todos los padres a pesar

de dominio del idioma. ● Se ofrecerán servicios de interpretación sólo tras una petición por adelantado cuando la membresía

regular incluye solo representantes angloparlantes.



March 16, 2016 Page 18 of 120

March 16, 2016 Page 18 of 120

Reuniones para el Programa Individualizado de Educación (IEP, por sus siglas en inglés) ● Cada IEP con padres de familia que no hablan inglés incluirán interpretación apropiada en la

medida de lo posible. ● Resúmenes de algunas secciones de los IEP se resumen y traducen regularmente para padres

hispanohablantes. De ser solicitado por padres que no hablan inglés, el IEP entero será traducido. ● Una solicitud de traducción de padres que no hablan inglés a cualquier idioma que no sea español

se admite en la medida de lo posible basado en la disponibilidad de servicios y con toda la extensión requerida por la ley.

Reuniones de la Mesa Directiva: ● Habrá interpretación de reuniones regularmente planificadas de la Mesa Directiva para cualquier

padre de familia que no habla inglés bajo solicitud previa. ● Información sobre la fecha, la hora, el contenido y el propósito de las reuniones regularmente

planificadas de la Mesa Directiva se publicará en inglés y en español en el sitio web del Distrito y será incluida en la portada del orden del día. La información incluirá declaraciones que fomentan la participación del público en las actividades del Distrito y ofrecerá instrucciones para pedir servicios de interpretación.

● Para las reuniones de la Mesa Directiva que incluyen puntos del orden del día que específicamente buscan aportaciones del público, se ofrecerán servicios de interpretación sin solicitud previa y el aviso pública para la reunión incluirá una declaración sobre la disponibilidad de traducción.

La PTA y otras organizaciones afiliadas con la escuela ● Se anima a la PTA y otras organizaciones a trabajar con los líderas de la escuela y/o del distrito

para alinear el protocolo de interpretación con estos estándares del distrito. Alcance comunitario

Avisos de reuniones en la escuela y en el Distrito: ● Se espera que los líderes de las escuelas y del distrito ofrezcan alcance individualizado a las

familias que no hablan inglés para cada reunión general en las escuelas mediante comunicación a través de las ayudantes a la comunidad, Blackboard Connect o “Smart Alerts” de ParentSquare la cual fomenta la participación de familias que no hablan inglés y les avisa de la disponibilidad de servicios de interpretación.

● Se incluirán declaraciones que fomentan la participación de todas las familias (y la disponibilidad de servicios de interpretación) en todos los materiales impresos que anuncian las reuniones en la escuela.

Traducciones de comunicaciones escritas

● Todos los documentos escritos creados por el Distrito para padres de familia serán provistos en inglés y español y otros idiomas según la ley.

● Todos los materiales escritos aprobados para la distribución a las familias de GUSD por agencias externas serán provistas en inglés y español y otros idiomas según la ley.

● Por lo menos, la traducción de documentos escritos de las escuelas o de salones de clase individuales cumplirán con los requisitos legales basado en el número de padres de familia que hablan otros idiomas que no sean el inglés. En el caso que un documento se provee sólo en inglés, los líderes de la escuela serán responsables por asegurar disponibilidad alternativa de información para padres que no hablan inglés, incluyendo el aviso proactivo de la disponibilidad.



March 16, 2016 Page 19 of 120

March 16, 2016 Page 19 of 120

Idiomas que no sean el español

Aunque la mayoría de las familias que no hablan inglés de GUSD hablan español, hay otros idiomas representados en las familias del distrito. En la medida de lo posible los protocolos y las expectativas en este documento se presentan como estándares deseados para cada idioma. Sin embargo, la existencia y calidad de servicios de interpretación/traducción a idiomas que no sean el español implican la necesidad de flexibilidad en soluciones alternativas a las que se presentan aquí.



March 16, 2016 Page 20 of 120

March 16, 2016 Page 20 of 120

March 16, 2016 First Reading of Draft Memorandum of Understanding with United Way of Santa Barbara County for Lexia Core 5 Software



Executive Summary: As part of its “United for Literacy” Campaign, United Way of Santa Barbara County (UWSBC) is proposing a Memorandum of Understanding (MOU) that would financially support a three-year districtwide implementation of Lexia Core 5 Reading Instruction Software. Several schools are currently using this software to support reading instruction and reporting positive results with exceptional student engagement. The software is individualized and provides access to lessons on any computer with browser-based Internet access. Currently, licensing is limited to students most in need of intervention. The proposed MOU would establish a goal of underwriting unlimited three-year school site licenses allowing all district pupils in grades K-3 access to this online learning resource. The MOU is presented for information and discussion including the terms of the agreement. Upon Board direction, staff will develop a finalized MOU for approval by the Board at the regular meeting on April 6. Attachments:

Lexia Core 5 Licensing Cost Summary Draft MOU between GUSD and UWSBC


6D – First Reading of Draft Memorandum of Understanding with United Way of Santa Barbara County for Lexia Core 5 Software


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March 16, 2016 Page 21 of 120



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March 16, 2016 Page 26 of 120

March 16, 2016 Acceptance of Gifts and Donations to the District

Consent Item X Action Item Information Item


Executive Summary:

The District is grateful for gifts and donations and appreciates this demonstration of interest in the needs of students and staff. Attachment:

List of the gifts and/or donations to the District Fiscal Impact:

$6,641.31 Recommendation:

It is recommended that the Board accept the gifts and donations to the District as listed on the attached report.


7A – Acceptance of Gifts and Donations to the District


March 16, 2016 Page 27 of 120

March 16, 2016 Page 27 of 120

TO:

FROM:

SUBJECT:

It is recommended that the Board accept the following gifts that have been generously donated to the Goleta Union School District.

Board of Trustees

William Banning, Superintendent

Acceptance of Gifts

Donor Item(s) Donated/UseLocation $ ValueDonation of 512 Dental kits for students at the 5th grade Health Fair containing a toothbrush, toothpaste, dental floss and a timer.

Assistance League of Santa Barbara

District Office $1,894.40

Donation for supplies.Target Brandon School $65.28

Monetary donation to El Camino School Camp Fund.Lizzie Vitello El Camino School $113.00

Donation of 25 inflated stabliity-wobble cushions for 1st grade classroom.

DonorsChoose.org Kellogg School $375.00

Monetary donation for school garden improvements.Whole Kids Foundation Whole Foods

Kellogg School $2,000.00

Grant provided for school garden improvements.Western Growers Association Kellogg School $500.00

Transportation fees for field trips. Kellogg School PTA Kellogg School $363.00

Donation of Benjamin Moore interior paint.Jeremy Thomas Maintenance, Operatons, and Transportation

1,200.00

Subscription to Scholastic News Magazines for classroom use.

Goleta Family School PTA Foothill School $130.63

6,641.31Grand Total $

We are grateful for such donations and appreciate this demonstration of interest in the needs of students and staff.



March 16, 2016 Page 28 of 120

March 16, 2016 Page 28 of 120

March 16, 2016 Approval of the 2015-2016 Second Interim Financial Report


Submitted by Conrad Tedeschi, CPA, Assistant Superintendent, Fiscal Services

Executive Summary:

The 2015-2016 Second Interim Financial Report will be presented to the Board in a separate booklet. Copies of the report will be made available to the public at the meeting and will also be posted to the District’s website. Attachments:

2015-2016 Second Interim Financial Report under separate cover Fiscal Impact:

Impacts are detailed in Second Interim Financial Report Recommendation:

It is recommend that the Board approve the 2015-2016 Second Interim Financial Report as presented.


7B – Approval of the 2015-2016 Second Interim Financial Report

7B – Approval of the 2015-2016 Second Interim Financial Report

March 16, 2016 Page 29 of 120

March 16, 2016 Page 29 of 120

INTENTIONALLY LEFT

BLANK

March 16, 2016 Page 30 of 120

March 16, 2016 Page 30 of 120

March 16, 2016 Agreement with Schoolworks, Inc. for a Developer Fees Justification Study Consent Item X Action Item Information Item Submitted by Conrad Tedeschi, CPA, Assistant Superintendent, Fiscal Services

Executive Summary:

School districts are authorized by Education Code Section 17620 and Government Code Sections 65995 and 66001 to charge statutory School Facilities Fees (Level I) on new residential, commercial and industrial construction within District boundaries. The State Allocation Board (SAB), which is responsible for setting the legal rates at which fees may be imposed, votes biennially to index the statutory fees for inflation in building costs. The SAB voted on January 27, 2016 to increase the fees by 3.6% for residential and 3.7% for commercial construction. The new residential rate increased by $0.12 to $3.48 per square foot of new, assessable space, and increased the commercial and industrial rate by $0.02 to $0.56 per square foot of chargeable covered and enclosed space. The SAB increases the Level I fees based on inflation in the cost of construction. The developer fees generated in our District footprint are evenly shared with the Santa Barbara School District. The higher Level I rates could provide a substantial increase revenues in the Developer Fee Fund over the next two years. Districts must prepare a Developer Fee Justification Study (Study) to substantiate the continued collection of the Level 1 fees, and to charge the new higher rates. The analysis focuses on a nexus of build-out of proposed housing developments, the impact on student enrollment and the associated costs of constructing new school facilities. Modernization of existing facilities is also a method of justifying charging the fees on new housing, even if there is excess District enrollment capacity. The Study must conclude that construction of approved and proposed developments will create a need for additional school facilities, or modernization of those facilities, in order to continue imposing the fees. A resolution accepting the Study and authorizing the higher fees will be brought to the Board when the work is completed. It is proposed that Schoolworks, Inc. be retained to prepare the Study. This consultant comes highly recommended, provided the lowest quote for services, and is recognized as a leading firm in this field. Attachment:

Developer Fees Justification Study Proposal from Schoolworks, Inc. Fiscal Impact:

The cost is $4,500 for the Study. Recommendation:

It is recommended that the Board approve the agreement with Schoolworks, Inc. to prepare a Developer Fees Justification Study.


7C – Agreement with Schoolworks, Inc. for a Developer Fees Justification Study


March 16, 2016 Page 31 of 120

March 16, 2016 Page 31 of 120

Level 1 Developer Fee Study for Fillmore Unified School DistrictMarch 1, 2016 1

Prof

essio

nal S

ervi

ces A

gree

men

t SchoolWorks, Inc. 8331 Sierra College Blvd. #221 Roseville, CA 95661 Ph: (916) 733-0402 www.SchoolWorksGIS.com

SchoolWorks, Inc. will contract to perform the tasks enumerated below for the prices indicated. Fillmore Unified School District authorized to enter into this agreement by Government Code 53060. These services are chargeable to the District Capital Facility Funds.

Date: Services Performed By: Services Performed For: March 1, 2016 SchoolWorks, Inc.

8331 Sierra College Blvd. #221 Roseville, CA 95661 Ph: (916) 733-0402 www.SchoolWorksGIS.com

Goleta Union Elementary School District 401 North Fairview Ave. Goleta, CA 93117-1732 (805) 681-1200

LEVEL 1 DEVELOPER FEE STUDY

Scope of Work 1. Developer Fee Study – Level 1:

Consultant shall prepare a Level 1 Developer Fee Study to justify the statutory fee rates for both residential and for commercial/industrial development. School Districts are authorized to collect these fees per Education Code Section 17620. The Study will include a sample Board Resolution to be adopted along with a sample Public Notice that needs to be published/posted at least fourteen (14) days prior to School Board approval.



March 16, 2016 Page 32 of 120

March 16, 2016 Page 32 of 120


The Level 1 Fees are adjusted every two years to account for the changes in the construction cost index. The next adjustment will be made on February 24, 2016.

2014 Rates

2016 Rates

Residential $3.36 $3.48

Commercial/Industrial $0.54 $0.56

Pricing

If SchoolWorks’ presence is requested at a School Board meeting, the district will be billed at $140 per hour plus travel time and expenses.

Payment Schedule The consulting fees cited above, will be billed upon completion of the project. The amount is due within thirty (30) days of the date of the invoice. A late fee of 5% of the invoice amount will be charged if the amount due is not paid within sixty days of the date of the invoice.

Conditions and Requirements If the District does not qualify for a Level 1 Fee in excess of the statutory Level 1 Fee, a fifty percent (50%) discount will be given on the cost of the study.

Item Description Cost Level 1 Developer Fee Study $4,500



March 16, 2016 Page 33 of 120

March 16, 2016 Page 33 of 120


District to Provide (1) Current CBEDS(2015-16) information

(broken down by school site and grade level) (2) Listing of developer fees collected over the past two (2) years. This should include

the amount paid and the square footage for each permit (3) Latest audit report

Fillmore Unified School District SchoolWorks, Inc.

Signature Signature

Ken Reynolds

Name Name

President - SchoolWorks, Inc.

Title Title

March 1, 2016

Date Date



March 16, 2016 Page 34 of 120

March 16, 2016 Page 34 of 120

March 16, 2016 Public Hearing: Disclosure of Proposed Collective Bargaining Agreement with United Teaching Profession of Goleta (UTPG), California School Employees Association (CSEA) Chapter 311, and Non-Represented Employees for Fiscal Year 2015-2016


Submitted by Conrad Tedeschi, CPA, Assistant Superintendent, Fiscal Services

Executive Summary:

The District has reached tentative Collective Bargaining Agreements (CBA) with United Teaching Profession of Goleta (UTPG), California School Employees Association (CSEA) Chapter 311, and also non-represented employees for fiscal year 2015-2016. The agreements include a change in compensation and Government Code Section 3547.5 requires that the public is made aware of the costs associated with a tentative collective bargaining agreement before it becomes binding on the District. The law established the attached document, known as Assembly Bill (AB) 1200, as the vehicle to details these costs, and substantiates that the District can meet the financial obligation of the CBAs, including certification to this affect by both Superintendent Banning and myself as Chief Business Official. The CBAs differed for each group and are detailed below. The CBAs and accompanying AB 1200 calculations effectively cover all employees except substitutes, summer school employees, certificated tutors, playground supervisors and the superintendent. This public hearing precedes the consideration of the agreements later in this agenda. If the Board approves the AB 1200 and the CBAs, the document will be forwarded to the Santa Barbara County education Office for review. If approved, the salary increases will be included on the March 2016 payroll. The CBA for cert i f icated employees:

• 2% increase to salary retroactive from July 1, 2015 to January 31, 2015. • 1% additional increase effective February 1, 2016 for a full 3% ongoing.

The CBA for class i f ied employees which includes non-represented supervisory, conf identia l and management employees:

• 2% increase to salary retroactive to July 1, 2015 to December 31, 2016 • 1% additional increase to salary effective January 1, 2016 for a full 3% ongoing.

Budget Adjustment

Contingent on the Board’s approval of the CBAs later this evening, the District’s budget for the General Fund, the Preschool Fund and the Food Services Fund will be adjusted as follows:


7D – Public Hearing: Disclosure of Proposed Collective Bargaining Agreement with United Teaching Profession of Goleta (UTPG), California School Employees Association (CSEA)

Chapter 311, and Non-Represented Employees for Fiscal Year 2015-2016



March 16, 2016 Page 35 of 120

March 16, 2016 Page 35 of 120

Genera l Fund $ Increase Decrease

Objects 1000 Certificated Salaries 494,567 Objects 2000 Classified Salaries 188,150 Objects 3000 Benefits 134,912 Objects 89** Transfer Out and Other Uses 5,642 Objects 9700 Reserves 823,271 Preschool Fund $ Increase Decrease Objects 1000 Certificated Salaries 2,320 Objects 2000 Classified Salaries 2,300 Objects 3000 Benefits 1,022 Objects 89** Transfers In and Other Sources 5,642 *Note: Budget revision for Preschool books and supplies not part of CBA Food Serv ices Fund $ Increase Decrease Objects 2000 Classified Salaries 17,888 Objects 3000 Benefits 4,947 Object 9789 Reserves 22,835 *Note: Budget revision for Food Services Benefits includes a reduction of $8,978 related to personnel changes and not the CBA Attachment:

AB 1200 Document Note: Only pages applicable to our District are included in the AB 1200. Fiscal Impact:

The cost of the agreements for fiscal year 2015-2016 is estimated to be $823,271 for the General Fund, $5,642 for the Child Development Fund (State Preschool), and $22,835 for the Cafeteria Fund. Recommendation:

It is recommended that the Board approve the AB 1200 Public Disclosure of Costs of the 2015–2016 proposed Collective Bargaining Agreements.





March 16, 2016 Page 36 of 120

March 16, 2016 Page 36 of 120

Santa Barbara County Education Office

School Business Advisory Services

Certificated, Classified, Other:

July 1, 2015 and ending: June 30, 2016(date) (date)

March 16, 2016(date)

Current Budget

(Prior to Proposed

Agreement) Year 1

Increase/(Decrease)

Year 2

Increase/(Decrease)

Year 3

Increase/(Decrease)

2015-2016 2016-2017 FY -

Salary Schedule

Including Step and Column

2.50% 0.00% 0.00%

Other Compensation

Stipends, Bonuses, Longevity, Overtime,

Differential, Callback or Standby Pay, etc.

Description of Other Compensation

3. Statutory Benefits - STRS, PERS,

FICA, WC, UI, Medicare, etc.

$ 140,881 $ -

3.510% 0.00% 0.00%

4. Health/Welfare Plans $ - $ -

0.00% 0.00% 0.00%

5. Total Bargaining Unit Compensation

Add Items 1 through 4 to equal 5

$ 846,106 $ - $ -

2.442% 0.00% 0.00%

6. Total Number of Bargaining Unit

Employees (Use FTEs if appropriate)

7. Total Compensation Average Cost per

Bargaining Unit Employee

$ 2,127 $ - $ -

2.442% 0.00% 0.00%

$ - $ - $ -

All Funds - Combined

$ - 2.

1. $ 28,209,000

$ 87,085

397.80

$ -

$ 4,013,523

$ 34,642,579

$ 2,420,056

$ 705,225 $ -

The proposed agreement covers the period beginning:

The Governing Board will act upon this agreement on:

in accordance with AB 1200 (Chapter 1213/1991), GC 3540.2(a), GC 3547.5, and CCR, Title V, Section 15449

Applies to all Certificated, Classified, Non-Represented and Management

PUBLIC DISCLOSURE OF PROPOSED COLLECTIVE BARGAINING AGREEMENT

Name of Bargaining Unit:

Name of School District: Goleta Union School District

United Teaching Profession of Goleta (UTPG) and CSEA Chapter 311

Fiscal Impact of Proposed Agreement (Complete Years 2 and 3 for multiyear and overlapping agreements only)

Bargaining Unit Compensation

A. Proposed Change in Compensation

Revised June 2015







March 16, 2016 Page 37 of 120

March 16, 2016 Page 37 of 120

Public Disclosure of Proposed Collective Bargaining Agreement Page 2

Yes X No

B.

C.

11. Does this bargaining unit have a negotiated cap for Health and Welfare


10. Please include comments and explanations as necessary. (If more room is necessary, please attach an

No

9. Were any additional steps, columns, or ranges added to the salary schedules? (If yes, please explain.)

additional sheet.)

Goleta Union School District

8. What was the negotiated percentage change? For example, if the change in "Year 1" was for less than a full

For all classified and non-represented supervisory, confidential and management employees, a salary increase

of 2% applied retroactivel to July 1, 2015, and an additional increase of 1% effective January 1, 2016,

ongoing. For all certificated employees a salary increase of 2% applied retroactivel to July 1, 2015, and an

additional increase of 1% effective February 1, 2016, ongoing.

year, what is the annualized percentage of that change for "Year 1"?

If yes, please describe the cap amount.

None

Some language was changed in the UTPG contract that do not effect compensation such as sixth grade trips,

meeting times and job share terms. No other contract language changes were made.

What are the specific impacts (positive or negative) on instructional and support programs to

accommodate the settlement? Include the impact of changes such as staff reductions or increases, program

reductions or increases, elimination or expansion of other services or programs (i.e., counselors, librarians,

custodial staff, etc.)

Proposed negotiated changes in noncompensation items (i.e., class size adjustments, staff development days,

teacher prep time, classified staffing ratios, etc.)

None

Certificated H&W cap for single is $8,061 and family $8,561. Classified and Management, H&W cap for single

is $8,561 and family $9,311.

Revised June 2015







March 16, 2016 Page 38 of 120

March 16, 2016 Page 38 of 120


D.

E.

F.


None

What contingency language is included in the proposed agreement (e.g., reopeners, etc.)?


None

3. If this is a multiyear agreement, what is the source of funding, including assumptions used, to fund these

obligations in subsequent years? (Remember to include compounding effects in meeting obligations.)

Identify other major provisions that do not directly affect the district's costs, such as binding arbitrations,

grievance procedures, etc.

None

Although drawing down on reserves in years one and two, multiyear projections will show district's financial

stability recovery over future years. Revenues have been projected very conservatively in future years.

subsequent years?

Source of Funding for Proposed Agreement:

2. If this is a single year agreement, how will the ongoing cost of the proposed agreement be funded in

1. Current Year

Reserves and revenue ongoing

Revised June 2015







March 16, 2016 Page 39 of 120

March 16, 2016 Page 39 of 120

Public Disclosure of Proposed Collective Bargaining Agreement Page 4a

Column 1 Column 2 Column 3 Column 4

Object Code

Latest Board-

Approved Budget

Before Settlement

(As of 3/16/2016)

Adjustments as a

Result of Settlement

(compensation)

Other Revisions

(agreement support

and/or other unit

agreement)

Explain on Page 4i

Total Revised

Budget

(Columns 1+2+3)

LCFF Sources 8010-8099 $ 36,696,733 $ 36,696,733

Federal Revenue 8100-8299 $ 185 $ 185

Other State Revenue 8300-8599 $ 2,545,438 $ 2,545,438

Other Local Revenue 8600-8799 $ 1,863,600 $ 1,863,600

$ 41,105,956 $ - $ 41,105,956

Certificated Salaries 1000-1999 $ 19,007,026 $ 414,405 $ 19,421,431

Classified Salaries 2000-2999 $ 4,640,726 $ 131,410 $ 4,772,136

Employee Benefits 3000-3999 $ 5,217,448 $ 105,785 $ 5,323,233

Books and Supplies 4000-4999 $ 1,825,761 $ 1,825,761

Services, Other Operating Expenses 5000-5999 $ 2,095,391 $ 2,095,391

Capital Outlay 6000-6999 $ 41,000 $ 41,000

Other Outgo 7100-7299

7400-7499

$ - $ -

Indirect/Direct Support Costs 7300-7399 $ 19,791 $ 19,791

$ 32,847,143 $ 651,600 $ - $ 33,498,743

Transfers In and Other Sources 8900-8979 $ - $ -

Transfers Out and Other Uses 7600-7699 $ 225,000 $ 5,642 $ 230,642

Contributions 8980-8999 $ (8,129,855) $ (166,029) $ (8,295,884)

$ (96,042) $ (817,629) $ (5,642) $ (919,313)

BEGINNING FUND BALANCE 9791 $ 10,656,589 $ 10,656,589

Prior-Year Adjustments/Restatements 9793/9795 $ - $ -

$ 10,560,547 $ (817,629) $ (5,642) $ 9,737,276

Nonspendable Amounts 9711-9719 $ 5,200 $ 5,200

Restricted Amounts 9740

Committed Amounts 9750-9760 $ - $ -

Assigned Amounts 9780 $ 2,475,570 $ 2,475,570

Reserve for Economic Uncertainties 9789 $ - $ -

Unassigned/Unappropriated Amount 9790 $ 8,079,777 $ (817,629) $ (5,642) $ 7,256,506

*Net Increase (Decrease) in Fund Balance


G. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET


Unrestricted General Fund

Bargaining Unit:

REVENUES

EXPENDITURES

OTHER FINANCING SOURCES/USES

NOTE: 9790 amounts in Columns 1 and 4 must be positive

ENDING FUND BALANCE

COMPONENTS OF ENDING BALANCE:

TOTAL REVENUES

TOTAL EXPENDITURES

OPERATING SURPLUS (DEFICIT)*

Revised June 2015







March 16, 2016 Page 40 of 120

March 16, 2016 Page 40 of 120

Public Disclosure of Proposed Collective Bargaining Agreement Page 4b


Object Code

Latest Board-

Approved Budget

Before Settlement

(As of 3/16/2016)

Adjustments as a


(compensation)

Other Revisions

(agreement support

and/or other unit

agreement)

Explain on Page 4i

Total Revised

Budget

(Columns 1+2+3)

LCFF Sources 8010-8099 $ 645,524 $ 645,524

Federal Revenue 8100-8299 $ 1,298,572 $ 1,298,572

Other State Revenue 8300-8599 $ 1,900,977 $ 1,900,977

Other Local Revenue 8600-8799 $ 94,000 $ 94,000

$ 3,939,073 $ - $ 3,939,073

EXPENDITURES

Certificated Salaries 1000-1999 $ 3,770,491 $ 80,162 $ 3,850,653

Classified Salaries 2000-2999 $ 4,394,338 $ 56,740 $ 4,451,078

Employee Benefits 3000-3999 $ 2,048,011 $ 29,127 $ 2,077,138

Books and Supplies 4000-4999 $ 920,621 $ 920,621

Services, Other Operating Expenses 5000-5999 $ 640,264 $ 640,264

Capital Outlay 6000-6999 $ 41,000 $ 41,000


7400-7499

$ - $ -

Indirect/Direct Support Costs 7300-7399 $ 12,209 $ 12,209

$ 11,826,934 $ 166,029 $ - $ 11,992,963

Transfers In and Other Sources 8900-8979 $ -

Transfers Out and Other Uses 7600-7699 $ -

Contributions 8980-8999 $ 8,129,855 $ 166,029 $ 8,295,884

$ 241,994 $ - $ - $ 241,994

BEGINNING FUND BALANCE 9791 $ 537,011 $ 537,011


$ 779,005 $ - $ - $ 779,005

Nonspendable Amounts 9711-9719 $ - $ -

Restricted Amounts 9740 $ 779,005 $ 779,005

Committed Amounts 9750-9760

Assigned Amounts 9780

Reserve for Economic Uncertainties 9789 $ -

Unassigned/Unappropriated Amount 9790 $ - $ - $ - $ -


REVENUES



ENDING FUND BALANCE


TOTAL REVENUES

TOTAL EXPENDITURES





Restricted General Fund

Bargaining Unit:

Revised June 2015







March 16, 2016 Page 41 of 120

March 16, 2016 Page 41 of 120

Public Disclosure of Proposed Collective Bargaining Agreement Page 4c


Object Code

Latest Board-

Approved Budget

Before Settlement

(As of 3/16/2016)

Adjustments as a


(compensation)

Other Revisions

(agreement support

and/or other unit

agreement)

Explain on Page 4i

Total Revised

Budget

(Columns 1+2+3)

LCFF Sources 8010-8099 $ 37,342,257 $ - $ 37,342,257

Federal Revenue 8100-8299 $ 1,298,757 $ - $ 1,298,757

Other State Revenue 8300-8599 $ 4,446,415 $ - $ 4,446,415

Other Local Revenue 8600-8799 $ 1,957,600 $ - $ 1,957,600

$ 45,045,029 $ - $ 45,045,029

Certificated Salaries 1000-1999 $ 22,777,517 $ 494,567 $ - $ 23,272,084

Classified Salaries 2000-2999 $ 9,035,064 $ 188,150 $ - $ 9,223,214

Employee Benefits 3000-3999 $ 7,265,459 $ 134,912 $ - $ 7,400,371

Books and Supplies 4000-4999 $ 2,746,382 $ - $ 2,746,382

Services, Other Operating Expenses 5000-5999 $ 2,735,655 $ - $ 2,735,655

Capital Outlay 6000-6999 $ 82,000 $ - $ 82,000


7400-7499

$ - $ - $ -

Indirect/Direct Support Costs 7300-7399 $ 32,000 $ - $ 32,000

$ 44,674,077 $ 817,629 $ - $ 45,491,706


Transfer In and Other Sources 8900-8979 $ - $ - $ - $ -

Transfers Out and Other Uses 7600-7699 $ 225,000 $ - $ 5,642 $ 230,642

Contributions 8980-8999 $ - $ - $ - $ -

$ 145,952 $ (817,629) $ (5,642) $ (677,319)

BEGINNING FUND BALANCE 9791 $ 11,193,600 $ 11,193,600


$ 11,339,552 $ (817,629) $ (5,642) $ 10,516,281


Nonspendable Amounts 9711-9719 $ 5,200 $ - $ - $ 5,200

Restricted Amounts 9740 $ 779,005 $ - $ - $ 779,005

Committed Amounts 9750-9760 $ - $ - $ - $ -

Assigned Amounts 9780 $ 2,475,570 $ - $ - $ 2,475,570

Reserve for Economic Uncertainties 9789 $ - $ - $ - $ -

Unassigned/Unappropriated Amount 9790 $ 8,079,777 $ (817,629) $ (5,642) $ 7,256,506

*Net Increase (Decrease) in Fund Balance NOTE: 9790 amounts in Columns 1 and 4 must be positive



Combined General Fund

Bargaining Unit:

TOTAL REVENUES

TOTAL EXPENDITURES

ENDING FUND BALANCE


REVENUES

EXPENDITURES

Revised June 2015







March 16, 2016 Page 42 of 120

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Public Disclosure of Proposed Collective Bargaining Agreement Page 4e


Object Code

Latest Board-

Approved Budget

Before Settlement

(As of 3/16/2016)

Adjustments as a


(compensation)

Other Revisions

(agreement support

and/or other unit

agreement)

Explain on Page 4i

Total Revised

Budget

(Columns 1+2+3)

Federal Revenue 8100-8299 $ - $ - $ -

Other State Revenue 8300-8599 $ 221,685 $ - $ 221,685

Other Local Revenue 8600-8799 $ 200 $ - $ 200

$ 221,885 $ - $ 221,885

Certificated Salaries 1000-1999 $ 94,262 $ 2,320 $ - $ 96,582

Classified Salaries 2000-2999 $ 103,513 $ 2,300 $ - $ 105,813

Employee Benefits 3000-3999 $ 46,216 $ 1,022 $ - $ 47,238

Books and Supplies 4000-4999 $ 5,894 $ - $ 5,894

Services, Other Operating Expenses 5000-5999 $ 4,000 $ - $ 4,000

Capital Outlay 6000-6999 $ - $ - $ -


7400-7499

$ - $ - $ -

Indirect/Direct Support Costs 7300-7399 $ (32,000) $ - $ (32,000)

$ 221,885 $ 5,642 $ - $ 227,527

Transfers In and Other Sources 8900-8979 $ - $ - $ 5,642 $ 5,642

Transfers Out and Other Uses 7600-7699 $ - $ - $ - $ -

$ - $ (5,642) $ 5,642 $ -

BEGINNING FUND BALANCE 9791 $ - $ -


$ - $ (5,642) $ 5,642 $ -

Nonspendable Amounts 9711-9719 $ - $ - $ - $ -

Restricted Amounts 9740 $ - $ - $ - $ -


Assigned Amounts 9780 $ - $ - $ - $ -

Reserve for Economic Uncertainties 9789 $ - $ - $ - $ -

Unassigned/Unappropriated Amount 9790 $ - $ (5,642) $ 5,642 $ -


EXPENDITURES


Bargaining Unit:

REVENUES

TOTAL REVENUES




Fund 12 - Child Development Fund

TOTAL EXPENDITURES



ENDING FUND BALANCE


Revised June 2015







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Public Disclosure of Proposed Collective Bargaining Agreement Page 4f


Object Code

Latest Board-

Approved Budget

Before Settlement

(As of 3/16/2016)

Adjustments as a


(compensation)

Other Revisions

(agreement support

and/or other unit

agreement)

Explain on Page 4i

Total Revised

Budget

(Columns 1+2+3)

LCFF Sources 8010-8099 $ -

Federal Revenue 8100-8299 $ 936,000 $ 936,000

Other State Revenue 8300-8599 $ 70,000 $ 70,000

Other Local Revenue 8600-8799 $ 518,600 $ 518,600

$ 1,524,600 $ - $ 1,524,600

Certificated Salaries 1000-1999 $ - $ - $ -

Classified Salaries 2000-2999 $ 744,863 $ 17,888 $ 762,751

Employee Benefits 3000-3999 $ 213,344 $ 4,947 $ 218,291

Books and Supplies 4000-4999 $ 538,000 $ 538,000

Services, Other Operating Expenses 5000-5999 $ 30,500 $ 30,500

Capital Outlay 6000-6999 $ 10,000 $ 10,000


7400-7499

$ - $ -

Indirect/Direct Support Costs 7300-7399 $ - $ -

$ 1,536,707 $ 22,835 $ - $ 1,559,542

Transfers In and Other Sources 8900-8979 $ - $ -

Transfers Out and Other Uses 7600-7699 $ - $ -

$ (12,107) $ (22,835) $ - $ (34,942)

BEGINNING FUND BALANCE 9791 $ 86,324 $ 86,324


$ 74,217 $ (22,835) $ - $ 51,382

Nonspendable Amounts 9711-9719 $ - $ - $ - $ -

Restricted Amounts 9740 $ - $ - $ - $ -


Assigned Amounts 9780 $ - $ - $ - $ -

Reserve for Economic Uncertainties 9789 $ 74,217 $ (22,835) $ - $ 51,382

Unassigned/Unappropriated Amount 9790 $ - $ - $ - $ -

*Net Increase (Decrease) in Fund Balance NOTE: 9790 amounts in Columns 1 and 4 must be positive




Fund 13/61 - Cafeteria Fund

Bargaining Unit:

ENDING FUND BALANCE


REVENUES

TOTAL REVENUES

EXPENDITURES

TOTAL EXPENDITURES



Revised June 2015







March 16, 2016 Page 44 of 120

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Public Disclosure of Proposed Collective Bargaining Agreement Page 4i

Amount

Revenues -$

Expenditures -$

Other Financing Sources/Uses (5,642)$

Amount

Revenues -$

Expenditures -$

Other Financing Sources/Uses -$

Amount

Revenues -$

Expenditures -$


Amount

Revenues -$

Expenditures -$

Other Financing Sources/Uses 5,642$

Amount

Revenues -$

Expenditures -$


Amount

Revenues -$

Expenditures -$


Amount

Revenues -$

Expenditures -$


Page 4h: Other Explanation

Page 4f: Fund 13/61 - Cafeteria Fund Explanation

Page 4g: Other Explanation

Salary and benefits increase in 2015-16 due to settlement


Contribution to Fund 12 for increase in salary and benefits

Explanations for Column 3 "Other Revisions" entered on Pages 4a through 4h:


Page 4a: Unrestricted General Fund Explanation

Page 4b: Restricted General Fund Explanation

Additional Comments:

Page 4d: Fund 11 - Adult Education Fund Explanation

Page 4e: Fund 12 - Child Development Fund Explanation

Revised June 2015







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Public Disclosure of Proposed Collective Bargaining Agreement Page 5a

2015-16 2016-17 2017-18

Object Code

Total Revised Budget After

Settlement

First Subsequent Year After

Settlement

Second Subsequent Year

After Settlement

LCFF Sources 8010-8099 $ 36,696,733 $ 36,696,733 $ 37,301,733

Federal Revenue 8100-8299 $ 185 $ 185 $ 185

Other State Revenue 8300-8599 $ 2,545,438 $ 654,706 $ 299,706

Other Local Revenue 8600-8799 $ 1,863,600 $ 1,863,600 $ 1,863,600

$ 41,105,956 $ 39,215,224 $ 39,465,224

Certificated Salaries 1000-1999 $ 19,421,431 $ 19,518,538 $ 19,811,316

Classified Salaries 2000-2999 $ 4,772,136 $ 4,795,997 $ 4,867,937

Employee Benefits 3000-3999 $ 5,323,233 $ 5,349,849 $ 5,430,097

Books and Supplies 4000-4999 $ 1,825,761 $ 1,845,761 $ 1,865,761

Services, Other Operating Expenses 5000-5999 $ 2,095,391 $ 2,105,391 $ 2,115,391

Capital Outlay 6000-6999 $ 41,000 $ 41,000 $ 41,000


7400-7499

$ - $ - $ -

Indirect/Direct Support Costs 7300-7399 $ 19,791 $ 19,791 $ 19,791

Other Adjustments

$ 33,498,743 $ 33,676,327 $ 34,151,293

Transfers In and Other Sources 8900-8979 $ - $ - $ -


Contributions 8980-8999 $ (8,295,884) $ (8,451,855) $ (8,578,633)

$ (919,313) $ (3,137,958) $ (3,489,702)

BEGINNING FUND BALANCE 9791 $ 10,656,589 $ 9,737,276 $ 6,599,318

Prior-Year Adjustments/Restatements 9793/9795 $ -

$ 9,737,276 $ 6,599,318 $ 3,109,616

Nonspendable Amounts 9711-9719 $ 5,200 $ 5,200 $ 5,200

Restricted Amounts 9740

Committed Amounts 9750-9760 $ - $ - $ -

Assigned Amounts 9780 $ 2,475,570 $ 1,975,570 $ 700,000

Reserve for Economic Uncertainties 9789 $ - $ - $ -

Unassigned/Unappropriated Amount 9790 $ 7,256,506 $ 4,618,548 $ 2,404,416


EXPENDITURES

TOTAL EXPENDITURES



NOTE: 9790 amounts must be positive

ENDING FUND BALANCE


REVENUES

TOTAL REVENUES


H. IMPACT OF PROPOSED AGREEMENT ON SUBSEQUENT YEARS


Unrestricted General Fund MYP

Bargaining Unit:

Revised June 2015







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Public Disclosure of Proposed Collective Bargaining Agreement Page 5b

2015-16 2016-17 2017-18

Object Code


Settlement


Settlement


After Settlement

LCFF Sources 8010-8099 $ 645,524 $ 645,524 $ 645,524

Federal Revenue 8100-8299 $ 1,298,572 $ 1,243,898 $ 1,243,898

Other State Revenue 8300-8599 $ 1,900,977 $ 1,558,983 $ 1,558,983

Other Local Revenue 8600-8799 $ 94,000 $ 94,000 $ 94,000

$ 3,939,073 $ 3,542,405 $ 3,542,405

EXPENDITURES




Books and Supplies 4000-4999 $ 920,621 $ 935,621 $ 950,621

Services, Other Operating Expenses 5000-5999 $ 640,264 $ 650,264 $ 660,264

Capital Outlay 6000-6999 $ 41,000 $ 41,000 $ 41,000


7400-7499

$ - $ - $ -

Indirect/Dirrect Support Costs 7300-7399 $ 12,209 $ 12,209 $ 12,209

Other Adjustments

$ 11,992,963 $ 12,069,857 $ 12,251,319


Transfers Out and Other Uses 7600-7699 $ - $ - $ -

Contributions 8980-8999 $ 8,295,884 $ 8,427,452 $ 8,608,914

$ 241,994 $ (100,000) $ (100,000)

BEGINNING FUND BALANCE 9791 $ 537,011 $ 779,005 $ 679,005


$ 779,005 $ 679,005 $ 579,005

Nonspendable Amounts 9711-9719 $ - $ - $ -

Restricted Amounts 9740 $ 779,005 $ 679,005 $ 579,005

Committed Amounts 9750-9760

Assigned Amounts 9780


Unassigned/Unappropriated Amount 9790 $ - $ 0 $ 0


REVENUES

TOTAL REVENUES

TOTAL EXPENDITURES






Restricted General Fund MYP

Bargaining Unit:


ENDING FUND BALANCE


Revised June 2015







March 16, 2016 Page 47 of 120

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Public Disclosure of Proposed Collective Bargaining Agreement Page 5c

2015-16 2016-17 2017-18

Object Code


Settlement


Settlement


After Settlement

LCFF Sources 8010-8099 $ 37,342,257 $ 37,342,257 $ 37,947,257

Federal Revenue 8100-8299 $ 1,298,757 $ 1,244,083 $ 1,244,083

Other State Revenue 8300-8599 $ 4,446,415 $ 2,213,689 $ 1,858,689

Other Local Revenue 8600-8799 $ 1,957,600 $ 1,957,600 $ 1,957,600

$ 45,045,029 $ 42,757,629 $ 43,007,629




Books and Supplies 4000-4999 $ 2,746,382 $ 2,781,382 $ 2,816,382

Services, Other Operating Expenses 5000-5999 $ 2,735,655 $ 2,755,655 $ 2,775,655

Capital Outlay 6000-6999 $ 82,000 $ 82,000 $ 82,000


7400-7499

$ - $ - $ -

Indirect/Direct Support Costs 7300-7399 $ 32,000 $ 32,000 $ 32,000

Other Adjustments $ - $ -

$ 45,491,706 $ 45,746,184 $ 46,402,612



Contributions 8980-8999 $ - $ (24,403) $ 30,281

$ (677,319) $ (3,237,958) $ (3,589,701)

BEGINNING FUND BALANCE 9791 $ 11,193,600 $ 10,516,281 $ 7,278,323


$ 10,516,281 $ 7,278,323 $ 3,688,622

Nonspendable Amounts 9711-9719 $ 5,200 $ 5,200 $ 5,200

Restricted Amounts 9740 $ 779,005 $ 679,005 $ 579,005

Committed Amounts 9750-9760 $ - $ - $ -

Assigned Amounts 9780 $ 2,475,570 $ 1,975,570 $ 700,000


Unassigned/Unappropriated Amount 9790 $ 7,256,506 $ 4,618,548 $ 2,404,417


TOTAL REVENUES

EXPENDITURES

TOTAL EXPENDITURES

ENDING FUND BALANCE

Bargaining Unit:








Combined General Fund MYP

REVENUES

Revised June 2015


Santa Barbra County Education Office





March 16, 2016 Page 48 of 120

March 16, 2016 Page 48 of 120


1.

2015-16

a.

Total Expenditures, Transfers Out, and Uses

(Including Cost of Proposed Agreement) 45,722,348$

b. Less: Special Education Pass-Through Funds -$

c. Net Expenditures, Transfers Out, and Uses 45,722,348$

d.

State Standard Minimum Reserve Percentage for

this District Enter percentage 3.00%

e.

State Standard Minimum Reserve Amount for this

District (For districts with less than 1,001 ADA,

this is the greater of Line a, times Line b. or

$50,000) 1,371,670$

2.

a.

General Fund Budgeted Unrestricted

Designated for Economic Uncertainties (9789) -$

b.

General Fund Budgeted Unrestricted

Unassigned/Unappropriated Amount (9790) 7,256,506$

c.

Special Reserve Fund (Fund 17) Budgeted

Designated for Economic Uncertainties (9789) -$

d.

Special Reserve Fund (Fund 17) Budgeted

Unassigned/Unappropriated Amount (9790) -$

e. Total Available Reserves 7,256,506$

f. Reserve for Economic Uncertainties Percentage 15.87%

3. Do unrestricted reserves meet the state minimum reserve amount?

2015-16 Yes X No

2016-17 Yes X No

2017-18 Yes X No

4.


If no, how do you plan to restore your reserves?

-$

45,971,184$

I. IMPACT OF PROPOSED AGREEMENT ON UNRESTRICTED RESERVES

4,618,548$

1,398,828$

3.00%

1,379,136$

-$

-$

-$

State Reserve Standard

5.16%

Budgeted Unrestricted Reserve (After Impact of Proposed Agreement)

2016-17

4,618,548$ 2,404,416$

10.05%

-$

2017-18

46,627,612$

3.00%

2,404,416$

-$


-$ -$

45,971,184$ 46,627,612$

Revised June 2015







March 16, 2016 Page 49 of 120

March 16, 2016 Page 49 of 120


5.

846,106$

(817,629)$

-$

(5,642)$

(22,835)$

-$

-$

(846,106)$

-$

6.

Surplus/(Deficit) (Deficit) %

145,952$ 0.33%

(677,319)$ (1.48%)

(3,237,958)$ (7.04%)

(3,589,701)$ (7.70%)

7.

"Other Adjustments" could indicate that a budget reduction plan was/is being developed to address deficit

spending and to rebuild reserves. Any amount shown below must have an explanation. If additional space is

needed, attach a separate sheet or use Page 9a.

2017-18 Unrestricted, Page 5a -$

2016-17 Unrestricted, Page 5a

Amount

2016-17 Surplus/(Deficit) after settlement(s)? 0.5% inc. in salaries to equate to full 3% from 15-16

Deficit Reduction Plan (as necessary):

The District has budgeted revenues very conservatively for 2016-17 and 2017-18 as the effect of the oil impact on property

taxes is not entirely known at this point. We are confident revenues will recover due to significant amounts of building in

the district which will eliminate the need to deficit spend in the out years.

2017-18 Surplus/(Deficit) after settlement(s)? Step and Column

2017-18 Restricted, Page 5b -$

"Other Adjustments" Explanation

-$

2016-17 Restricted, Page 5b -$

MYP

2015-16 Surplus/(Deficit) after settlement(s)? Total 2.5% increase in salaries for 2015-16


Variance Explanation:

Does the Total Compensation Increase/(Decrease) on Page 1, Section A, #5 agree with the Total

Increase/(Decrease) for all funds as a result of the settlement(s)? Please explain any variance.

General Fund balance Increase/(Decrease), Page 4c, Column 2

Adult Education Fund balance Increase/(Decrease), Page 4d, Column 2

Cafeteria Fund balance Increase/(Decrease), Page 4f, Column 2

and/or 2017-18?


Deficit primarily due to:

Child Development Fund balance Increase/(Decrease), Page 4e, Column 2

Total Compensation Increase/(Decrease) on Page 1, Section A, #5

Other Fund balance Increase/(Decrease), Page 4g, Column 2

Other Fund balance Increase/(Decrease), Page 4h, Column 2

Variance

Total all fund balances Increase/(Decrease) as a result of the settlement(s)

Were "Other Adjustments" amount(s) entered in the multiyear projections (pages 5a and 5b) for 2016-17

Will this agreement create or increase deficit financing in the current or subsequent years?

"Deficit Financing" is defined to exist when a fund's expenditures and other financing uses exceed its revenues and

other financing sources in a given year. If a deficit is shown below, provide an explanation and any deficit

reduction plan, as necessary.

General Fund Combined

2015-16 Surplus/(Deficit) before settlement(s)?

Revised June 2015







March 16, 2016 Page 50 of 120

March 16, 2016 Page 50 of 120


2015-16 2016-17 2017-18 2018-19

a. LCFF Funding per ADA (average) 10,057.00 10,073.00 10,242.00 10,331.00

b. Amount Change from Prior Year Funding per ADA 16.00 169.00 89.00

c. Percentage Change from Prior Year Funding per ADA 0.16% 1.68% 0.87%

d. Total Compensation Amount Change (from Page 1, Section A, Line 5) 846,106.00 - -

e. Total Compensation Percentage Change (from Page 1, Section A, Line 5) 2.44% 0.00% 0.00%

f. Proposed agreement is within/exceeds change in LCFF Funding (f vs. e) Exceeds - -

(fill out columns for which there is agreement)

J. COMPARISON OF PROPOSED CHANGE IN TOTAL COMPENSATION TO CHANGE IN LCFF FUNDING

The purpose of this form is to determine if the district has entered into bargaining agreements that would result in salary increases that are

expected to exceed the projected increase in LCFF funding

Revised April 2014







March 16, 2016 Page 51 of 120

March 16, 2016 Page 51 of 120


K.

Current Year

Budget Adjustment Categories:

Budget Adjustment

Increase/(Decrease)

Revenues/Other Financing Sources 5,642$

Expenditures/Other Financing Uses 851,748$

Ending Balance(s) Increase/(Decrease) (846,106)$

Subsequent Years

Budget Adjustment Categories:

Budget Adjustment

Increase/(Decrease)

Revenues/Other Financing Sources -$

Expenditures/Other Financing Uses -$

Ending Balance(s) Increase/(Decrease) -$

____ I hereby certify ____ I am unable to certify

District Superintendent Date

(Signature)

____ I hereby certify ____ I am unable to certify

Chief Business Official Date

(Signature)

Certifications

See attached page for a list of the assumptions upon which this certification is based.

If the district does not adopt and submit within 45 days all of the revisions to its budget needed in the current year to meet

the costs of the agreement at the time of the approval of the proposed collective bargaining agreement, the county

superintendent of schools is required to issue a qualified or negative certification for the district on its next interim report.

Assumptions

Budget Revisions

Special Note: The Santa Barbara County Education Office may request additional information, as necessary, to review

the district's compliance with requirements.

CERTIFICATION NO. 1: CERTIFICATION OF THE DISTRICT'S ABILITY TO MEET THE COSTS

OF THE COLLECTIVE BARGAINING AGREEMENT

This certification page must be signed by the district's Superintendent and Chief Business Official at the time of public

disclosure and is intended to assist the district's Governing Board in determining whether the district can meet the costs incurred

under the tentative Collective Bargaining Agreement in the current and subsequent years. The absence of a certification

signature or if "I am unable to certify" is checked should serve as a "red flag" to the district's Governing Board.

The board actions necessary to meet the cost of the agreement in each year of its term are as follows:

In accordance with the requirements of Government Code Sections 3540.2(a) and 3547.5, the Superintendent and Chief

Business Official of the Goleta Union School District, hereby certify that the District can meet the costs incurred under

these Collective Bargaining Agreements during the term of the agreement from July 1, 2015 to June 30, 2016.

Board Actions

Revised June 2015







March 16, 2016 Page 52 of 120

March 16, 2016 Page 52 of 120



District Name

District Superintendent Date

(Signature)

Conrad Tedeschi, CPA, Assistant Superintendent, Fiscal Services (805) 681-1200 x205

Contact Person Phone

President (or Clerk), Governing Board Date

(Signature)

Special Note: The Santa Barbara County Education Office may request additional information, as necessary, to

review the district's compliance with requirements.

After public disclosure of the major provisions contained in this summary, the Governing Board at its meeting on

March 16, 2016, took action to approve the proposed agreement with the United Teaching Professionals of Goleta

(UTPG) and CSEA Chapter 311 (and also applies to Non-represented and mangement employees).

The disclosure document must be signed by the district Superintendent at the time of public disclosure and by the

President or Clerk of the Governing Board at the time of formal board action on the proposed agreement.

The information provided in this document summarizes the financial implications of the proposed agreement and

is submitted to the Governing Board for public disclosure of the major provisions of the agreement (as provided

in the "Public Disclosure of Proposed Collective Bargaining Agreement") in accordance with the requirements of

AB 1200 and Government Code Sections 3540.2(a) and 3547.5.

L. CERTIFICATION NO. 2

Revised June 2015







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March 16, 2016 Page 54 of 120

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March 16, 2016 Approval of Negotiated Agreement between United Teaching Profession of Goleta and Goleta Union School District



Executive Summary: Negotiations between United Teaching Profession of Goleta (UTPG) and the District have concluded for the 2015-2016 school year. The Board has been briefed on terms of the Tentative Agreement reached between the parties. Ratification by UTPG membership has been completed and certified in favor of the agreement. Attachment:

Tentative Agreement for 2015-2016 Between Goleta Union School District and United Teaching Profession of Goleta/CTA/NEA (UTPG) Fiscal Impact: Outlined in the AB 1200 report included in this agenda

Recommendation:

It is recommended that the Board approve the negotiated agreement between the United Teaching Profession of Goleta and Goleta Union School District.


7E – Approval of Negotiated Agreement between United Teaching Profession of Goleta and Goleta Union School District


March 16, 2016 Page 55 of 120

March 16, 2016 Page 55 of 120



March 16, 2016 Page 56 of 120

March 16, 2016 Page 56 of 120



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March 16, 2016 Page 58 of 120

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March 16, 2016 Approval of Negotiated Agreement between CSEA Goleta Valley Chapter #311 and Goleta Union School District


Submitted by William Banning, Superintendent and Donna Madrigal, Assistant Superintendent, Administrative Services

Executive Summary: Negotiations between CSEA Goleta Valley Chapter #311 and the District have concluded for the 2015-2016 school year. The Board has been briefed on terms of the Tentative Agreement reached between the parties. Ratification by CSEA membership has been completed and certified in favor of the agreement. Attachment:

Tentative Agreement for 2015-2016 Between Goleta Union School District and California School Employees Association and its Chapter 311 Fiscal Impact: Outlined in the AB 1200 report included in this agenda

Recommendation:

It is recommended that the Board approve the negotiated agreement between the CSEA Goleta Valley Chapter #311 and Goleta Union School District.


7F – Approval of Negotiated Agreement between CSEA Goleta Valley Chapter #311 and Goleta Union School District


March 16, 2016 Page 59 of 120

March 16, 2016 Page 59 of 120



March 16, 2016 Page 60 of 120

March 16, 2016 Page 60 of 120

March 16, 2016 Approval of Salary Increases for Non-Represented Certificated and Classified District Employees


Submitted by William Banning, Superintendent and Donna Madrigal, Assistant Superintendent, Administrative Services

Executive Summary: Non-represented certificated and classified employees of the GUSD include District Management and Confidential Employees. The Board is asked to approve salary adjustments for these groups of employees that is equivalent to the negotiated increases offered to members of United Teaching Profession of Goleta (UTPG) and California School Employees Association Chapter #311 (CSEA) for the 2015-2016 school year. The salary adjustment for both non-represented groups consists of a two percent (2%) retroactive increase effective July 1, 2015, followed by a one percent (1%) retroactive increase effective January 1, 2016 Fiscal Impact: Outlined in the AB 1200 report included in this agenda

Recommendation:

It is recommended that the Board approve the salary increases for non-represented certificated and classified district employees.


7G – Approval of Salary Increases for Non-Represented Certificated and Classified District Employees

7G – Approval of Salary Increases for Non-Represented Certificated and Classified District Employees

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March 16, 2016 Page 62 of 120

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March 16, 2016 Approval of Revised Management Salary Schedule for 2016-2017 School Year



Executive Summary: The attached salary schedule represents a restructuring of the existing management salary schedule to correct an inequitable step differential for management employees. Upon Board approval, it will become effective on July 1, 2016. The cost related to the changes presented for the 2016-2017 school year will be less than three percent (3%) over the 2014-2015 schedule, making it commensurate to the compounded increases offered to other employees for 2015-2016. Attachment:

Revised Management Salary Schedule (2016-2017)

Fiscal Impact: Outlined in the AB 1200 report included in this agenda

Recommendation:

It is recommended that the Board approve the revised Management Salary Schedule for the 2016-2017 school year.


7H – Approval of Revised Management Salary Schedule for 2016-2017 School Year


March 16, 2016 Page 63 of 120

March 16, 2016 Page 63 of 120

1720.383Proposed Revision for 2016-2017 (Restructured) Days Year 1 Year 2 Year 3 Year 4 Year 5 Year 6+ Year 10 (2%) Year 15 (4%) Year 20 (6%)Principal* 205 $120,293 $122,375 $124,456 $126,538 $128,619 $130,701 $133,315 $135,929 $138,543Certificated Director** 226 $132,616 $134,911 $137,205 $139,500 $141,795 $144,090 $146,972 $149,854 $152,735Assistant Superintendent** 226 $139,870 $142,279 $144,687 $147,096 $149,504 $151,912 $154,951 $157,989 $161,027Director, Maintenance, Operations, Transportation** 226 $120,246 $122,307 $124,367 $126,427 $128,487 $130,548 $133,159 $135,769 $138,380Director, Food Services** 226 $101,162 $102,883 $104,603 $106,324 $108,044 $109,764 $111,960 $114,155 $116,350

Annual Stipend of $1,000 for earned doctorateSalary listed is inclusive of compensation for travel within the DistrictDistrict Contribution to Medical Benefits is equal to currently negotiated amounts for classified employeesGroup term life insurance for two times annual salary up to a maximum of $200,000Assistant Superintendent Salary is inclusive of compensation for mobile communication voice and data use* Principal calendar is typically based on 10 days before and 10 days after the teacher work year.** 12 month position, 13 holidays, 22 vacation days not included in 226 workdays

RevisedManagementSalarySchedule

Longevity-MgmtYearsinGUSD

EffectiveJuly1,2016



March 16, 2016 Page 64 of 120

March 16, 2016 Page 64 of 120

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March 16, 2016 Approval of Job Description for Certificated Director of Instruction and Assessment



Executive Summary: As the District proceeds with LCAP and Strategic Plan goals related to implementation of new standards and aligned curriculum in mathematics, English language arts, English Language Development and science, the work continues to be challenging, exciting and complex. In the past several years it has become apparent that the workload in the area of Instructional Services has become more complex, as well. The proposed job description addresses a need for higher level support in the areas of staff development and training for program implementation and use of assessment for tools for progress monitoring and measuring effectiveness of targeted interventions. The salary range for this position will be equivalent to school principals daily rate, with added days to constitute 12-month position of 226 days. The attached job description is being presented for Board approval as part of a restructured budget for 2016-2017. It is expected that funding for a position (beginning in 2016-2017) will be created by not through additional expenditures, but though restructuring of current professional development and curriculum support resources.

Recommendation:

It is recommended that the Board approve a job description for a Certificated Director of Instruction and Assessment.


7I – Approval of Job Description for Certificated Director of Instruction and Assessment


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March 16, 2016 Page 65 of 120



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March 16, 2016 Adoption of Resolution 2016-06: Public School Volunteer Week



Executive Summary:

The California Department of Education declares the week of April 18 through 22 as Public School Volunteer Week in California. Public School Volunteer Week provides a yearly opportunity for schools and families to honor and highlight the powerful contributions parents and caregivers provide at school and home to support student success. Attachment:

Resolution 2016-06: Public School Volunteer Week Fiscal Impact:

None Recommendation:

It is recommended that the Board adopt Resolution 2016-06: Public School Volunteer Week.


7J – Resolution #2016-06: Public School Volunteer Week


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March 16, 2016 Page 69 of 120

GOLETA UNION SCHOOL DISTRICT

RESOLUTION NO. 2016-06

PUBLIC SCHOOL VOLUNTEER WEEK APRIL 18 – 22, 2016

WHEREAS, Public School Volunteer Week offers the opportunity to recognize and to thank public school volunteers who contribute unselfishly to the success of Goleta Union School District students, teaching and support staff and the goals of public education; and WHEREAS, Parental and community involvement is a significant factor in the quality of our schools and the success of our students; and WHEREAS, We appreciate the dedicated volunteers who give their time and talent to assist professional educators and support staff; and WHEREAS, Volunteers reflect the highest values of our society and become role models for students by demonstrating an interest in education; and WHEREAS, Volunteers are called upon to assist teachers and staff with the day-to-day activities involved in providing a balanced education for our students and are an important part of a team that strives to ensure that each and every one of our students succeeds; and WHEREAS, It is fitting to support the goals of this observance, as when parents, schools and communities work together in preparing today's students for tomorrow's world; now THEREFORE, the Board of Trustees does hereby proclaim the week of April 18 through April 22, 2016 as Public School Volunteer Week in the Goleta Union School District, and urges all citizens to join in this observance. PASSES AND ADOPTED this 16th day of March 2016 by Board of Trustees of the Goleta Union School District, Goleta, California.



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March 16, 2016 Page 70 of 120

March 16, 2016 Third Reading and Approval of Revised Board Policy and Administrative Regulation 6158: Independent Study


Submitted by Dr. Margaret Saleh, Assistant Superintendent, Pupil Services

Executive Summary:

This is a major revision of the current Independent Study (IS) policy. The revision removes all references to I.S. at the secondary level. The Principals and Cabinet members are recommending that the policy be revised to reduce the length of time a child may be on I.S. from one (1) semester, to no more than two (2) weeks. Long interruptions to a students education can not be replaced by completing packets of work. It is important to communicate to families that the majority of learning happens when students are instructed by strong teachers with mastery of the common core state standards, and the approved curriculum of the Goleta Union School District. Attachments:

BP 6158 Revision Document BP 6158 Proposed Document AR 6158 Revision Document AR 6158 Proposed Document Recommendation:

It is recommended that the Board approve the revised Board Policy and Administrative Regulation 6158: Independent Study.


7K – Third Reading and Approval of Revised Board Policy and Administrative Regulation 6158: Independent Study


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March 16, 2016 Page 71 of 120

Board Policy Revision Document BP 6158: Independent Study Instruction Programs For Students Requesting Independent Study 1. The Governing Board provides for an independent study program as an alternative to classroom instruction for students who are enrolled in the regular education program and who will be absent from school for a minimum of five school days. but a maximum of two weeks. Independent study programs are designed to provide the following: a. Continued and special study during travel. b. Attendance at special instructional programs on a regular basis if those special programs are offered during a period of analogous study, and if in the judgment of the principal, they are in the best interest of the student. 2. No student with exceptional needs, as defined in (Education Code 56026) may participate in an independent study program unless his/her individualized education plan specifically provides for that participation. 3. No temporarily disabled student may receive individual instruction through independent study unless the parent/guardian chooses an independent program as an alternative to the services provided by the district, and the district concurs with this choice. 4. The Superintendent/designee shall administer the district program. Responsibilities shall include the completion and coordination of all necessary records required by the state for an audit of average daily attendance. 5. The principal of the school attended by the student requesting independent study shall administer the site program. Responsibilities shall include: a. Ensuring that independent study occurs in accordance with State law and district policy and regulations. b. Approving the participation of all students requesting independent study when the agreement entails attendance at special instructional programs on a regular basis. c. Maintaining all necessary records and reports required by state regulations for audit.



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March 16, 2016 Page 72 of 120

6. The teacher of the student requesting independent study shall be responsible for the direct supervision of the student's program. a. Initiating and complete the Independent Study Agreement. b. Supervising and approving course work. 7. The district shall ensure access to all existing services and resources to enable students to complete their independent study successfully. 8. No independent study agreement shall be valid for any period longer than one semester. two weeks. 9. A written independent study agreement shall be executed for each participating student. 10. Independent study assignments must be completed and submitted to the student's teacher immediately upon return to school. 11. The independent study agreement must require and cover a study plan that represents a minimum of five school days for the student's grade level and for every school day covered by the agreement, and shall include the following: a. The manner, frequency, date, time, and place for submitting a student's assignments and for reporting his/her progress. b. The specific resources, including materials and personnel, which will be made available to the student. c. The method used to evaluate the student's work. d. The maximum length of time allowed between the assignment and the completion of a student's assigned work. e. The maximum number of assignments that a student may miss before an evaluation must be-made to decide if the student should be allowed to continue in independent study. f. The duration of the independent study agreement. g. The measures of academic accomplishment to be earned by the student upon completion of the assignment.



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March 16, 2016 Page 73 of 120

hf. A statement that independent study is an optional educational alternative in which no student may be required to participate. ig. The signatures of the student, parent/guardian, the certificated employee who is responsible for the general supervision of the independent study, and all other persons who have direct responsibility for providing assistance to the student. 12. Each school shall maintain the following records to meet audit requirements for independent study: a. A copy of the adopted school board policy and procedures. b. A file of all agreements, including representative samples of each students completed and evaluated assignments. c. A list of students who have participated which shows credits attempted by and awarded to each student per agreement and a record of the dates of participation. d. An attendance register separate from the register used for regular classroom attendance. Legal Reference: EDUCATION CODE 17289 Exemption for facilities 42238 Revenue limits 44865 Qualifications for home teachers and teachers in special classes and schools; consent to assignment 46300-46300.6 Methods of computing ADA 47612.5 Independent study in charter schools 48204 Residency based on parent employment 48206.3 Home or hospital instruction; students with temporary disabilities 48220 Classes of children exempted 48340 Improvement of pupil attendance 48915 Expulsion; particular circumstances 48916.1 Educational program requirements for expelled students 48917 Suspension of expulsion order 51225.3 Requirements for high school graduation 51745-51749.3 Independent study programs 56026 Individuals with exceptional needs FAMILY CODE



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6550 Authorization affidavits CODE OF REGULATIONS, TITLE 5 11700-11703 Independent study COURT DECISIONS Modesto City Schools v. Education Audits Appeal Panel, (2004) 123 Cal.App.4th 1365 Management Resources: CDE PUBLICATIONS Independent Study Operations Manual, 2000 edition WEB SITES California Consortium for Independent Study: http://www.ccis.org California Department of Education, Independent Study: http://www.cde.ca.gov/sp/eo/is Policy GOLETA UNION SCHOOL DISTRICT adopted: August 8, 2007 Goleta, California revised:



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March 16, 2016 Page 75 of 120

Proposed Board Policy BP 6158: Independent Study Instruction Programs For Students Requesting Independent Study 1. The Governing Board provides for an independent study program as an alternative to classroom instruction for students who are enrolled in the regular education program and who will be absent from school for a minimum of five school days but a maximum of two weeks. Independent study programs are designed to provide the following: a. Continued and special study during travel. b. Attendance at special instructional programs on a regular basis if those special programs are offered during a period of analogous study, and if in the judgment of the principal, they are in the best interest of the student. 2. No student with exceptional needs, as defined in (Education Code 56026) may participate in an independent study program unless his/her individualized education plan specifically provides for that participation. 3. No temporarily disabled student may receive individual instruction through independent study unless the parent/guardian chooses an independent program as an alternative to the services provided by the district, and the district concurs with this choice. 4. The Superintendent/designee shall administer the district program. Responsibilities shall include the completion and coordination of all necessary records required by the state for an audit of average daily attendance. 5. The principal of the school attended by the student requesting independent study shall administer the site program. Responsibilities shall include: a. Ensuring that independent study occurs in accordance with State law and district policy and regulations. b. Approving the participation of all students requesting independent study when the agreement entails attendance at special instructional programs on a regular basis. c. Maintaining all necessary records and reports required by state regulations for audit.



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March 16, 2016 Page 76 of 120

6. The teacher of the student requesting independent study shall be responsible for the direct supervision of the student's program. a. Initiating and complete the Independent Study Agreement. b. Supervising and approving course work. 7. The district shall ensure access to all existing services and resources to enable students to complete their independent study successfully. 8. No independent study agreement shall be valid for any period longer than two weeks. 9. A written independent study agreement shall be executed for each participating student. 10. Independent study assignments must be completed and submitted to the student's teacher immediately upon return to school. 11. The independent study agreement must require and cover a study plan that represents a minimum of five school days for the student's grade level and for every school day covered by the agreement, and shall include the following: a. The manner, frequency, date, time, and place for submitting a student's assignments and for reporting his/her progress. b. The specific resources, including materials and personnel, which will be made available to the student. c. The method used to evaluate the student's work. d. The maximum length of time allowed between the assignment and the completion of a student's assigned work. e. The duration of the independent study agreement. f. A statement that independent study is an optional educational alternative in which no student may be required to participate. g. The signatures of the student, parent/guardian, the certificated employee who is responsible for the general supervision of the independent study, and all other persons who have direct responsibility for providing assistance to the



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student. 12. Each school shall maintain the following records to meet audit requirements for independent study: a. A copy of the adopted school board policy and procedures. b. A file of all agreements, including representative samples of each students completed and evaluated assignments. c. A list of students who have participated per agreement and a record of the dates of participation. d. An attendance register separate from the register used for regular classroom attendance. Legal Reference: EDUCATION CODE 17289 Exemption for facilities 42238 Revenue limits 44865 Qualifications for home teachers and teachers in special classes and schools; consent to assignment 46300-46300.6 Methods of computing ADA 47612.5 Independent study in charter schools 48204 Residency based on parent employment 48206.3 Home or hospital instruction; students with temporary disabilities 48220 Classes of children exempted 48340 Improvement of pupil attendance 48915 Expulsion; particular circumstances 48916.1 Educational program requirements for expelled students 48917 Suspension of expulsion order 51225.3 Requirements for high school graduation 51745-51749.3 Independent study programs 56026 Individuals with exceptional needs FAMILY CODE 6550 Authorization affidavits CODE OF REGULATIONS, TITLE 5 11700-11703 Independent study COURT DECISIONS Modesto City Schools v. Education Audits Appeal Panel, (2004) 123 Cal.App.4th 1365 Management Resources:



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CDE PUBLICATIONS Independent Study Operations Manual, 2000 edition WEB SITES California Consortium for Independent Study: http://www.ccis.org California Department of Education, Independent Study: http://www.cde.ca.gov/sp/eo/is Policy GOLETA UNION SCHOOL DISTRICT adopted: August 8, 2007 Goleta, California revised:



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Administrative Regulation Revision Document AR 6158: Independent Study Instruction Educational Opportunities Educational opportunities offered through independent study may include, but are not limited to: (Education Code 51745) 1. Special assignments extending the content of regular courses of instruction (cf. 6143 - Courses of Study) 2. Individualized study in a particular area of interest or in a subject not currently available in the regular school curriculum 3. Individualized alternative education designed to teach the knowledge and skills of the core curriculum, but not provided as an alternative curriculum 4. Continuing and special study during travel (cf. 5112.3 - Student Leave of Absence) 5. Volunteer community service activities that support and strengthen student achievement (cf. 0420.4 - Charter Schools) (cf. 6142.4 - Service Learning/Community Service Classes) (cf. 6181 - Alternative Schools/Programs of Choice) When In addition, when requested by a parent/guardian due to an emergency, vacation, or illness, independent study may be used on a short-term basis to ensure that the student is able to maintain academic progress in his/her regular classes. (cf. 5113 - Absences and Excuses) No course required for high school graduation shall be offered exclusively through independent study. (Education Code 51745) (cf. 6146.1 - High School Graduation Requirements) Equivalency



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The district's independent study option shall be substantially equivalent in quality and quantity to classroom instruction to enable participating students to complete the district's adopted course of study within the customary time frame. Students in independent study shall have access to the same services and resources that are available to other students in the school and shall have equal rights and privileges. (5 CCR 11700, 11701.5) (cf. 0410 - Nondiscrimination in District Programs and Activities) The district shall not provide independent study students and their parents/guardians with funds or items of value that are not provided for other students and their parents/guardians. (Education Code 46300.6, 51747.3) Eligibility for Independent Study Provided that experienced certificated staff are available to effectively supervise students indesign instruction for a student on independent study, the Superintendent or designee may approve the participation of a student who demonstrates the motivation, commitment, organizational skills, and academic skills necessary to work independently. for a minimum of five days and a maximum of ten days [two weeks] of school. A student whose academic performance is not at grade level may participate in independent study only if the school is able to provide appropriate support, such as supplemental instruction, tutoring, counseling, ongoing diagnostic assessments, and/or differentiated materials, to enable the student to be successful. For an elementary student, theThe Superintendent or designee may consider the parent/guardian's level of commitment to assist the student. A student participating in independent study must be a resident of the county or an adjacent county. Full-time independent study shall not be available to students whose district residency status is based on their parent/guardian's employment within district boundaries pursuant to Education Code 48204. (Education Code 46300.2, 51747.3) (cf. 5111.12 - Residency Based on Parent/Guardian Employment) For a student with disabilities, as defined in Education Code 56026, participation in independent study shall be approved only if his/her individualized education program specifically provides for such participation. (Education Code 51745) (cf. 6159 - Individualized Education Program) A temporarily disabled student shall not receive individual instruction pursuant to



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Education Code 48206.3 by means of independent study. (Education Code 51745) (cf. 6183 - Home and Hospital Instruction) Students age 21 or older, and students age 19 or older who have not been continuously enrolled in school since their 18th birthday, may participate in independent study only through the adult education program for the purpose of enrolling in courses required for a high school diploma by Education Code 51225.3 or the Governing Board. (Education Code 46300.1, 46300.4) (cf. 6200 - Adult Education) No more than 10 percent of the students enrolled in a continuation high school or opportunity school or program, not including pregnant and parenting students who are primary caregivers for one or more of their children, shall be eligible for apportionment credit for independent study. (Education Code 51745) (cf. 5146 - Married/Pregnant/Parenting Students) (cf. 6184 - Continuation Education) Written Agreements A written agreement shall be developed and implemented for each student participating in independent study for five or more consecutive school days. (Education Code 46300, 51747) The agreement shall include general student data, including the student's name, address, grade level, birth date, school of enrollment, and program placement. The independent study agreement for each participating student also shall include, but not be limited to, all of the following: (Education Code 51747; 5 CCR 11700) 1. The manner, time, frequency, and place for submitting the student's assignments and for reporting his/her progress. 2. The objectives and methods of study for the student's work and the methods used to evaluate that work. 3. The specific resources, including materials and personnel, that will be made available to the student. 4. A statement of the Board's policy detailing the maximum length of time



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allowed between an assignment and its completion and the number of missed assignments which will trigger an evaluation of whether the student should be allowed to continue in independent study. 5. The duration of the independent study agreement, including the beginning and ending dates for the student's participation in independent study under the agreement, with a minimum of five days and a maximum of one semester or one-half year if theten days [two weeks] of school is on a year-round calendar. 6. A statement of the number of course credits or, for an elementary student, other measures of academic accomplishment appropriate to the agreement, to be earned by the student upon completion 7. A statement that independent study is an optional educational alternative in which no student may be required to participate. 8. In the case of a suspended or expelled student who is referred or assigned to any school, class, or program pursuant to Education Code 48915 or 48917, a statement that instruction may be provided through independent study only if the student is offered the alternative of classroom instruction. In the case where a parent requests the student be out of school for an extended period of time, the parent will be directed to contact the Assistant Superintendent, Pupil Services for assistance in managing the educational needs of their child(ren) during the extended absence. (cf. 5144.1 - Suspension and Expulsion/Due Process) Before the student begins the independent study, the written agreement shall be signed and dated by the student, the parent/guardian or caregiver of the student if the student is under age 18, the certificated employee responsible for the general supervision of independent study, and all persons who have direct responsibility for providing assistance to the student. (Education Code 51747; 5 CCR 11702) Monitoring Student Progress Independent study students who are late, miss scheduled conferences, or do not submit assigned work on time shall not be reported as tardy or truant. However, the independent study administrator and/or supervising teacher shall promptly and directly address any failure by the student to meet the terms of his/her written agreement. The following supportive strategies may be used:



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1. A letter to the student and/or parent/guardian 2. A meeting between the student and the teacher and/or counselor 3. A meeting between the student and the independent study administrator, including the parent/guardian if appropriate 4. An increase in the amount of time the student works under direct supervision When the student has missed the number of assignments specified in the written agreement as precipitating an evaluation, the Superintendent or designee shall conduct an evaluation to determine whether or not independent study is appropriate for the student. This evaluation may result in termination of the independent study agreement and the student's return to a regular school program. Responsibilities of Independent Study Administrator The responsibilities of the independent study administrator shall be to: 1. Ensure that the district's independent study option is operated in accordance with law, Board policy, and administrative regulation and is substantially equal in quality and quantity to the classroom instruction 2. Obtain and maintain current information and skills required for the operation of an independent study program that meets established standards for the district's educational programs 3. Develop and manage the budget for independent study 4. Authorize the selection of certificated staff to be assigned as independent study teachers 5. Supervise any staff assigned to independent study functions who are not regularly supervised by another administrator 6. Approve or deny the participation of students requesting independent study 7. Facilitate the completion of written independent study agreements 8. Assure a smooth transition for students into and out of the independent



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study mode of instruction 9. Approve all credits earned through independent study and forward the information to the appropriate staff so that the information becomes part of the student's record 10. Complete or coordinate the preparation of all records and reports required by law, Board policy, or administrative regulation Assignment and Responsibilities of Independent Study Teachers Each student's independent study shall be coordinated, evaluated, and carried out under the general supervision of a certificated employee who consents to the assignment.the student’s classroom teacher. (Education Code 44865, 51747.5; 5 CCR 11700) (cf. 4112.2 - Certification) (cf. 4112.24 - Teacher Qualifications Under the No Child Left Behind) Each student's independent study shall be coordinated, evaluated, and carried out under the general supervision of a certificated employee who consents to the assignment. (Education Code 44865, 51747.5; 5 CCR 11700) (cf. 4112.2 - Certification) (cf. 4112.24 - Teacher Qualifications Under the No Child Left Behind) The principal and independent study administrator may recommend and the Superintendent shall approve the assignment of teachers to directly supervise independent study and/or work with students on specific subject matter. The Superintendent or designee shall ensure that independent study teachers have access to professional development and support comparable to classroom-based teachers. (cf. 4131 - Staff Development) The ratio of student average daily attendance to full-time equivalent certificated employees responsible for independent study shall not exceed the equivalent ratio for all other education programs in the district. (Education Code 51745.6) The responsibilities of the supervising teacher shall be to: 1. Complete designated portions of the written independent study agreement and add additional information to the written agreement when appropriate.



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2. Supervise and approve coursework. 3. Design lesson plans and make assignments. 4. Maintain records of student assignments showing the date the assignment is given and the date the assignment is due. 5. Provide direct instruction and counsel as necessary for individual student success 6. Regularly meet with the student to discuss the student's progress 7. Judge the time value of assigned work or work products completed and submitted by the student 85. Assess student work and determine and assign grades or other approved measures of achievement. 96. Select and save representative samples of the student's completed and evaluated assignments for each subject, signed or initialed and dated in accordance with item #3 in the section on "Records" below. 10. Maintain a daily or hourly attendance register in accordance with item #4 in the section on "Records" below 117. Maintain any other required records and files on a current basis. Records The Superintendent or designee shall ensure that records are maintained for audit purposes. These records shall include, but not be limited to: (Education Code 51748; 5 CCR 11703) 1. A copy of the Board policy, administrative regulation, and other procedures related to independent study. 2. A separate listing of the students, by grade level, program, and school, who have participated in independent study. This listing shall identify units of the curriculum attempted and units of the curriculum completed by students in grades K-8 and identify course credits attempted by and awarded to students in grades 9-12 and in adult education6, as specified in their written agreements. 3. A file of all agreements, with representative samples of each student's work products bearing the supervising teacher's signed or initialed and dated



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March 16, 2016 Page 86 of 120

notations indicating that he/she has personally evaluated the work or that he/she has personally reviewed the evaluations made by another certificated teacher. 4. A daily or hourly attendance register, as appropriate to the program in which the students are participating, separate from classroom attendance records, and maintained on a current basis as time values of student work products judged by a certificated teacher, and reviewed by the supervising teacher if they are two different persons. (cf. 3580 - District Records) The above records shall be maintained for three years, excluding the current fiscal year. The Superintendent or designee also shall maintain a record of grades and other evaluations issued to each student for independent study assignments. Each school shall maintain records for the students at that school. A written record of the findings of any evaluation conducted after the student has missed the number of assignments specified in Board policy shall be treated as a mandatory interim student record which shall be maintained for three years from the date of the evaluation. (Education Code 51747) (cf. 5125 - Student Records) Regulation GOLETA UNION SCHOOL DISTRICT approved: October 20, 2010 Goleta, California revised:



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Proposed Administrative Regulation AR 6158: Independent Study Instruction When requested by a parent/guardian due to an emergency, vacation, or illness, independent study may be used on a short-term basis to ensure that the student is able to maintain academic progress in his/her regular classes. (cf. 5113 - Absences and Excuses) Equivalency The district's independent study option shall be substantially equivalent in quality and quantity to classroom instruction to enable participating students to complete the district's adopted course of study within the customary time frame. Students in independent study shall have access to the same services and resources that are available to other students in the school and shall have equal rights and privileges. (5 CCR 11700, 11701.5) (cf. 0410 - Nondiscrimination in District Programs and Activities) The district shall not provide independent study students and their parents/guardians with funds or items of value that are not provided for other students and their parents/guardians. (Education Code 46300.6, 51747.3) Eligibility for Independent Study Provided that experienced certificated staff are available to effectively design instruction for a student on independent study, the Superintendent or designee may approve the participation of a student who demonstrates the motivation, commitment, organizational skills, and academic skills necessary to work independently for a minimum of five days and a maximum of ten days [two weeks] of school. A student whose academic performance is not at grade level may participate in independent study only if the school is able to provide appropriate support, such as supplemental instruction, tutoring, counseling, ongoing diagnostic assessments, and/or differentiated materials, to enable the student to be successful. The Superintendent or designee may consider the parent/guardian's level of commitment to assist the student. For a student with disabilities, as defined in Education Code 56026, participation in independent study shall be approved only if his/her individualized education program specifically provides for such participation. (Education Code 51745) (cf. 6159 - Individualized Education Program)



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March 16, 2016 Page 88 of 120

A temporarily disabled student shall not receive individual instruction pursuant to Education Code 48206.3 by means of independent study. (Education Code 51745) (cf. 6183 - Home and Hospital Instruction) Written Agreements A written agreement shall be developed and implemented for each student participating in independent study for five or more consecutive school days. (Education Code 46300, 51747) The agreement shall include general student data, including the student's name, address, grade level, birth date, school of enrollment, and program placement. The independent study agreement for each participating student also shall include, but not be limited to, all of the following: (Education Code 51747; 5 CCR 11700) 1. The manner, time, frequency, and place for submitting the student's assignments and for reporting his/her progress. 2. The objectives and methods of study for the student's work and the methods used to evaluate that work. 3. The specific resources, including materials and personnel, that will be made available to the student. 4. A statement of the Board's policy detailing the maximum length of time allowed in independent study. 5. The duration of the independent study agreement, including the beginning and ending dates for the student's participation in independent study under the agreement, with a minimum of five days and a maximum of ten days [two weeks] of school. 6. A statement of the measures of academic accomplishment appropriate to the agreement, to be earned by the student upon completion 7. A statement that independent study is an optional educational alternative in which no student may be required to participate. 8. In the case of a suspended or expelled student who is referred or



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March 16, 2016 Page 89 of 120

assigned to any school, class, or program pursuant to Education Code 48915 or 48917, a statement that instruction may be provided through independent study only if the student is offered the alternative of classroom instruction. In the case where a parent requests the student be out of school for an extended period of time, the parent will be directed to contact the Assistant Superintendent, Pupil Services for assistance in managing the educational needs of their child(ren) during the extended absence. (cf. 5144.1 - Suspension and Expulsion/Due Process) Before the student begins the independent study, the written agreement shall be signed and dated by the student, the parent/guardian or caregiver of the student, the certificated employee responsible for the general supervision of independent study, and all persons who have direct responsibility for providing assistance to the student. (Education Code 51747; 5 CCR 11702) Each student's independent study shall be coordinated, evaluated, and carried out under the general supervision of the student’s classroom teacher. (Education Code 44865, 51747.5; 5 CCR 11700) The responsibilities of the supervising teacher shall be to: 1. Complete designated portions of the written independent study agreement and add additional information to the written agreement when appropriate. 2. Supervise and approve coursework. 3. Design lesson plans and make assignments. 4. Maintain records of student assignments showing the date the assignment is given and the date the assignment is due. 5. Assess student work and determine and assign grades or other approved measures of achievement. 6. Select and save representative samples of the student's completed and evaluated assignments for each subject, signed or initialed and dated in accordance with item #3 in the section on "Records" below. 7. Maintain any other required records and files on a current basis. Records



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March 16, 2016 Page 90 of 120

The Superintendent or designee shall ensure that records are maintained for audit purposes. These records shall include, but not be limited to: (Education Code 51748; 5 CCR 11703) 1. A copy of the Board policy, administrative regulation, and other procedures related to independent study. 2. A separate listing of the students, by grade level, program, and school, who have participated in independent study. This listing shall identify units of the curriculum attempted and units of the curriculum completed by students in grades K-6, as specified in their written agreements. 3. A file of all agreements, with representative samples of each student's work products bearing the supervising teacher's signed or initialed and dated notations indicating that he/she has personally evaluated the work or that he/she has personally reviewed the evaluations made by another certificated teacher. (cf. 3580 - District Records) The above records shall be maintained for three years, excluding the current fiscal year. Each school shall maintain records for the students at that school. (cf. 5125 - Student Records) Regulation GOLETA UNION SCHOOL DISTRICT approved: October 20, 2010 Goleta, California revised:



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March 16, 2016 Payment of Claims Report

X Consent Item Action Item Information Item

Submitted by Conrad Tedeschi, Assistant Superintendent, Fiscal Services

Executive Summary:

The attached report shows in detail the payment of claims by the District since the Board approved the last report on February 24, 2016. Attachment:

Payment of Claims Report Fiscal Impact:

$611,967.84 Recommendation:

It is recommended that the Board approve the Payment of Claims Report.


8A – Payment of Claims


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March 16, 2016 Page 101 of 120



March 16, 2016 Page 102 of 120

March 16, 2016 Page 102 of 120

March 16, 2016 Routine Personnel Action Report


Submitted by Donna Madrigal, Assistant Superintendent, Administrative Services

Executive Summary:

The attached report summarizes all routine personnel actions for classified, certificated, and management personnel since the Board approved the last report on February 24, 2016.

Attachment:

Routine Personnel Action Report

Fiscal Impact:

None

Recommendation:

It is recommended that the Board approve the Routine Personnel Action Report.


8B – Routine Personnel Action Report


March 16, 2016 Page 103 of 120

March 16, 2016 Page 103 of 120

Routine Personnel Action ReportMarch 16, 2016

Consulting Employees

Judy Donner COREDistrict Office72 hrs. @ $30/hr.SBAC Testing 2-16 to 6-16Joan Barnett COREDistrict Office75 hrs. @ $30/hr.SBAC Testing 2-16 to 6-16Mary Jane Becerra Corral COREDistrict Office68 hrs. @ $30/hr.SBAC Testing 2-16 to 6-16Carol Howell COREDistrict Office75 hrs. @ $30/hr.SBAC Testing 2-16 to 6-16

Name Specialist Services DatesMaximum Hours and Rate Location Funding

Certificated Tutors

Melanie Lieu SBAC Testing 66 hrs. @ $30/hr. 2-16 to 6-16 District Office COREJim Pigato SBAC Testing 45 hrs. @ $30/hr. 2-16 to 6-16 District Office COREKathy Grace-Velazquez SBAC Testing 82 hrs. @ $30/hr. 2-16 to 6-16 District Office COREDavid Long SBAC Testing 62 hrs. @ $30/hr. 2-16 to 6-16 District Office COREPhil Landfried SBAC Testing 55 hrs. @ $30/hr. 2-16 to 6-16 District Office COREAlycia Anthony Combination Class 45 hrs. @ $30/hr. 2-16 to 6-16 Foothill School COMB

Name Tutor Services DatesMaximum Hours and Rate Location Funding

Name Position Effective DateAction

Instructional AssistantRosemarie Aigner Release from Duty 05-13-16Playground Supervisor ExemptCeleste Bottiani Resignation 02-23-16School Office ManagerClaudia Cavaletto Employment 03-14-16Instructional AssistantElizbeth Escoto Release from Duty 05-13-16Instructional Assistant Special Education SHLuis Garcia Resignation 03-16-16Substitute School Office ManagerWeichi Gentry Employment 03-16-16Playground SupervisorVanessa Lazcano Employment 03-16-16Instructional AssistantDalia Lopez Release from Duty 05-13-16School Office ManagerJanet Seiler Retirement 03-31-16Instructional AssistantRichard Warrren Release from Duty 05-13-16

Classified Service - Employees

Regina Davis After School Drama Class $510 9-15 to 2-16 DRAMAIsla VistaJackie Kiefer After School Drama Class $510 9-15 to 2-16 DRAMAIsla Vista

Extra-Service RequestName Service DatesCompensation Location Funding



March 16, 2016 Page 104 of 120

March 16, 2016 Page 104 of 120

March 16, 2016 Approval of Revised Board Policy 6190: Evaluation of the Instructional Program


Submitted by Carol Boyan-Held, Assistant Superintendent, Instructional Services

Executive Summary:

This policy update reflects the suspension of the Academic Performance Index (API) and new law which adds homeless students as a significant subgroup. The policy also updates a section in Federal Program Monitoring (FPM) to reflect new tools for monitoring categorical programs, and actions needed if the FPM review results in a finding of non-compliance.

Attachments:

BP6190 Proposed Document

Fiscal Impact:

None. Recommendation:

It is recommended that the Board approve the revised Board Policy 6190: Evaluation of the Instructional Program.


8C – Second Reading and Approval of Revised Board Policy 6190: Evaluation of the Instructional Program


March 16, 2016 Page 105 of 120

March 16, 2016 Page 105 of 120

Proposed Board Policy BP 6190: Evaluation Of The Instructional Program Instruction The Governing Board recognizes that it is accountable to students, parents/guardians, and the community for the effectiveness of the district's educational program in meeting district goals for student learning. The Superintendent or designee shall conduct a continual evaluation of the curriculum and the instructional program in order to improve student achievement. (cf. 0200 - Goals for the School District) (cf. 0500 - Accountability) (cf. 6000 - Concepts and Roles) (cf. 6141 - Curriculum Development and Evaluation) (cf. 6161.1 - Selection and Evaluation of Instructional Materials) The Superintendent or designee shall provide the Board and the community with regular reports on student progress toward Board-established standards of expected achievement at each grade level in each area of study. In addition, he/she shall evaluate and report data for each district school and for every numerically significant student subgroup, as defined in Education Code 52052, including, but not limited to, school and subgroup performance on statewide achievement indicators and progress toward goals specified in the district's local control and accountability plan (LCAP). (cf. 0460 - Local Control and Accountability Plan) (cf. 0510 - School Accountability Report Card) (cf. 6011 - Academic Standards) (cf. 6162.5 - Student Assessment) (cf. 6162.51 - State Academic Achievement Tests) (cf. 6162.52 - High School Exit Examination) (cf. 6173.1 - Education for Foster Youth) (cf. 6174 - Education for English Language Learners) Based on these reports, the Board shall take appropriate actions to maintain the effectiveness of programs and to improve the quality of education that district students receive. Federal Program Monitoring When the district is selected by the CDE for a Federal Program Monitoring (FPM) compliance review, the Superintendent or designee shall gather and submit all documentation and data required for the review and shall cooperate with CDE



March 16, 2016 Page 106 of 120

March 16, 2016 Page 106 of 120

staff to facilitate program monitoring. (cf. 0410 - Nondiscrimination in District Programs and Activities) (cf. 0420 - School Plans/Site Councils) (cf. 0520.2 - Title I Program Improvement Schools) (cf. 0520.3 - Title I Program Improvement Districts) (cf. 1312.3 - Uniform Complaint Procedures) (cf. 1312.4 - Williams Uniform Complaint Procedures) (cf. 4112.24 - Teacher Qualifications Under the No Child Left Behind Act) (cf. 4131 - Staff Development) (cf. 5020 - Parent Rights and Responsibilities) (cf. 5148 - Child Care and Development Programs) (cf. 5148.2 - Before/After School Programs) (cf. 5148.3 - Preschool/Early Childhood Education) (cf. 6020 - Parent Involvement) (cf. 6142.7 - Physical Education and Activity) (cf. 6171 - Title I Programs) (cf. 6173 - Education for Homeless Children) (cf. 6175 - Migrant Education Program) (cf. 6178 - Career Technical Education) (cf. 6178.1 - Work-Based Learning) (cf. 6200 - Adult Education) In the event that the FPM review results in a finding of noncompliance in relation to any program, the Superintendent or designee shall submit a proposed resolution to the CDE within 45 days of the date the district was notified of the finding. The resolution shall be implemented in accordance with the terms and timeframe specified in the resolution agreement with the CDE. The Superintendent or designee shall report to the Board regarding the results of the review process. Legal Reference: EDUCATION CODE 33400-33407 Educational evaluations 44662 Evaluation and assessment guidelines, certificated employee performance 48985 Compliance with translation of parental notifications 51041 Education program, evaluation and revisions 51226 Model curriculum standards 52052-52052.1 Academic Performance Index; numerically significant student subgroups 52060-52077 Local control and accountability plan 62005.5 Failure to comply with purposes of funds



March 16, 2016 Page 107 of 120

March 16, 2016 Page 107 of 120

64000-64001 Consolidated application process CODE OF REGULATIONS, TITLE 5 3930-3937 Program requirements 3942 Continuity of funding UNITED STATES CODE, TITLE 20 6311 Adequate yearly progress Management Resources: CALIFORNIA DEPARTMENT OF EDUCATION PUBLICATIONS FPM Frequently Asked Questions Federal Program Monitoring Instruments WEB SITES CSBA: http://www.csba.org California Department of Education, Testing and Accountability: http://www.cde.ca.gov/ta (3/06 3/07) 10/15



March 16, 2016 Page 108 of 120

March 16, 2016 Page 108 of 120

Fund Balance SummaryFiscal26a

Fund 01 - General Fund Fiscal Year 2016 through 02/29/2016

Budget Actual Encumbrance Balance Avail

REVENUES

21,396,902.55 37,342,131.00 (8010-8099)LCFF Revenue Sources 15,945,228.45 43%

510,198.01 1,297,754.00 (8100-8299)Federal Revenue 787,555.99 61%

3,127,871.91 4,276,640.00 (8300-8599)Other State Revenue 1,148,768.09 27%

776,168.36 1,961,600.00 (8600-8799)Other Local Revenue 1,185,431.64 60%

Total Revenues 44,878,125.00 25,811,140.83 19,066,984.17 42%

EXPENDITURES

Certificated Salaries (1000-1999) 22,755,731.00 13,525,180.31 7,989,604.08 1,240,946.61 5%

Classified Salaries (2000-2999) 9,022,098.00 5,596,713.18 2,791,245.20 634,139.62 7%

Employee Benefits (3000-3999) 7,232,804.00 4,342,148.77 2,611,493.34 279,161.89 4%

Books and Supplies (4000-4999) 2,745,173.00 1,435,373.36 173,384.19 1,136,415.45 41%

Services & Operating Expenses (5000-5999) 2,735,555.00 1,334,043.34 599,201.22 802,310.44 29%

Capital Outlay (6000-6999) 82,000.00 58,526.40 15,941.65 7,531.95 9%

Transfer of Indirect Costs (7300-7399) 32,000.00 .00 .00 32,000.00 100%

Total Expenditures 44,605,361.00 26,291,985.36 14,180,869.68 4,132,505.96 9%

Operating Surplus/(Deficit) 272,764.00 (14,661,714.21)(480,844.53)


Interfund Transfers Out (7600-7629) 225,000.00 .00 .00 225,000.00 100%

Total Other Financing Sources/Uses (225,000.00) .00 (225,000.00) 100% .00

Net Surplus/(Deficit) 47,764.00 (14,661,714.21)(480,844.53)

Beginning Fund Balance 11,193,600.00 11,193,598.69 11,193,598.69

Net Ending Fund Balance

*** calculated ***

11,241,364.00 (3,468,115.52) 10,712,754.16

Components of Ending Fund Balance

11,241,364.00 .00 Unassigned/Unappropriated - 9790

Ending Fund Balance 11,241,364.00 .00

Selection Grouped by Org, Fund - Sorted by Object, (Org = 10, Ending Date = 2/29/2016, Zero? = N,

Use SACS? = N, Restricted? = Y) Page 1 of 10

Generated for Michael Thomson (10THOMSONM), Mar 4 2016

2:44PM

010 - Goleta Union School District

9B – Summary Financial Status Report for Period Ending February 29, 2016


March 16, 2016 Page 109 of 120

March 16, 2016 Page 109 of 120


Fund 10 - Spec Ed Pass-Through Fund Fiscal Year 2016 through 02/29/2016


REVENUES

1.00 17,400,000.00 (8100-8299)Federal Revenue 17,399,999.00 100%

233,976.00 4,550,000.00 (8300-8599)Other State Revenue 4,316,024.00 95%

2,199.12 .00 (8600-8799)Other Local Revenue (2,199.12) 0%

Total Revenues 21,950,000.00 236,176.12 21,713,823.88 99%

EXPENDITURES

Other Outgo (7100-7299, 7400-7499) 21,950,000.00 190,170.00 .00 21,759,830.00 99%

Total Expenditures 21,950,000.00 190,170.00 .00 21,759,830.00 99%

Operating Surplus/(Deficit) .00 46,006.12 46,006.12

Net Surplus/(Deficit) .00 46,006.12 46,006.12


*** calculated ***

.00 46,006.12 46,006.12




2:44PM




March 16, 2016 Page 110 of 120

March 16, 2016 Page 110 of 120


Fund 12 - Child Dvlpmt Fund Fiscal Year 2016 through 02/29/2016


REVENUES

128,828.00 221,685.00 (8300-8599)Other State Revenue 92,857.00 42%

75.49 200.00 (8600-8799)Other Local Revenue 124.51 62%

Total Revenues 221,885.00 128,903.49 92,981.51 42%

EXPENDITURES

Certificated Salaries (1000-1999) 94,262.00 57,119.70 36,824.80 317.50 0%

Classified Salaries (2000-2999) 103,513.00 64,245.09 39,570.92 (303.01) 0%

Employee Benefits (3000-3999) 46,216.00 31,969.65 20,543.84 (6,297.49) (14)%

Books and Supplies (4000-4999) 5,894.00 472.43 .00 5,421.57 92%

Services & Operating Expenses (5000-5999) 4,000.00 108.00 .00 3,892.00 97%

Transfer of Indirect Costs (7300-7399) (32,000.00) .00 .00 (32,000.00) 100%

Total Expenditures 221,885.00 153,914.87 96,939.56 (28,969.43) (13)%

Operating Surplus/(Deficit) .00 (121,950.94)(25,011.38)

Net Surplus/(Deficit) .00 (121,950.94)(25,011.38)


*** calculated ***

.00 (121,950.94)(25,011.38)




2:44PM




March 16, 2016 Page 111 of 120

March 16, 2016 Page 111 of 120


Fund 13 - Cafeteria Spec Rev Fund Fiscal Year 2016 through 02/29/2016


REVENUES

326,716.31 936,000.00 (8100-8299)Federal Revenue 609,283.69 65%


229,768.19 518,600.00 (8600-8799)Other Local Revenue 288,831.81 56%

Total Revenues 1,524,600.00 586,703.05 937,896.95 62%

EXPENDITURES

Classified Salaries (2000-2999) 744,863.00 475,207.69 276,698.55 (7,043.24) (1)%

Employee Benefits (3000-3999) 213,344.00 144,009.67 88,550.59 (19,216.26) (9)%

Books and Supplies (4000-4999) 518,000.00 288,372.86 99,865.39 129,761.75 25%

Services & Operating Expenses (5000-5999) 50,500.00 17,570.51 324.14 32,605.35 65%

Capital Outlay (6000-6999) 10,000.00 .00 .00 10,000.00 100%

Total Expenditures 1,536,707.00 925,160.73 465,438.67 146,107.60 10%

Operating Surplus/(Deficit) (12,107.00) (803,896.35)(338,457.68)

Beginning Fund Balance 86,324.00 86,323.73 86,323.73


*** calculated ***

74,217.00 (717,572.62)(252,133.95)


74,217.00 .00 Unassigned/Unappropriated - 9790

Ending Fund Balance 74,217.00 .00




2:44PM




March 16, 2016 Page 112 of 120

March 16, 2016 Page 112 of 120


Fund 14 - Deferred Maintenance Fund Fiscal Year 2016 through 02/29/2016


REVENUES

1,368.04 2,000.00 (8600-8799)Other Local Revenue 631.96 32%

Total Revenues 2,000.00 1,368.04 631.96 32%

EXPENDITURES

Services & Operating Expenses (5000-5999) 90,000.00 8,743.42 20,426.00 60,830.58 68%

Total Expenditures 90,000.00 8,743.42 20,426.00 60,830.58 68%



.00 225,000.00 (8900-8929)Interfund Transfers In 225,000.00 100%

Total Other Financing Sources/Uses 225,000.00 225,000.00 100% .00

Net Surplus/(Deficit) 137,000.00 (27,801.38)(7,375.38)



*** calculated ***

915,698.00 750,896.57 771,322.57







2:44PM




March 16, 2016 Page 113 of 120

March 16, 2016 Page 113 of 120


Fund 25 - Capital Facilities Fund Fiscal Year 2016 through 02/29/2016


REVENUES

158,728.58 205,000.00 (8600-8799)Other Local Revenue 46,271.42 23%

Total Revenues 205,000.00 158,728.58 46,271.42 23%

EXPENDITURES

Services & Operating Expenses (5000-5999) 55,000.00 49,774.20 .00 5,225.80 10%

Capital Outlay (6000-6999) 55,000.00 .00 662.89 54,337.11 99%

Total Expenditures 110,000.00 49,774.20 662.89 59,562.91 54%

Operating Surplus/(Deficit) 95,000.00 108,291.49 108,954.38



*** calculated ***

1,485,032.00 1,498,323.27 1,498,986.16







2:44PM




March 16, 2016 Page 114 of 120

March 16, 2016 Page 114 of 120


Fund 51 - Bond Interest & Redempt Fund 1 Fiscal Year 2016 through 02/29/2016


REVENUES


741,120.17 1,637,694.00 (8600-8799)Other Local Revenue 896,573.83 55%

Total Revenues 1,646,142.00 745,342.96 900,799.04 55%

EXPENDITURES

Other Outgo (7100-7299, 7400-7499) 1,648,300.00 1,648,410.00 .00 (110.00) 0%

Total Expenditures 1,648,300.00 1,648,410.00 .00 (110.00) 0%



3,463.94 .00 (8930-8979)Other Financing Sources (3,463.94) 0%

Total Other Financing Sources/Uses .00 (3,463.94) 0% 3,463.94

Net Surplus/(Deficit) (2,158.00) (899,603.10)(899,603.10)



*** calculated ***

2,130,052.00 1,232,606.40 1,232,606.40







2:44PM




March 16, 2016 Page 115 of 120

March 16, 2016 Page 115 of 120


Fund 66 - Warehouse Revolving Fund Fiscal Year 2016 through 02/29/2016


REVENUES

.00 275,000.00 (8600-8799)Other Local Revenue 275,000.00 100%

Total Revenues 275,000.00 .00 275,000.00 100%

EXPENDITURES

Books and Supplies (4000-4999) 275,000.00 175,451.92 32,349.84 67,198.24 24%

Total Expenditures 275,000.00 175,451.92 32,349.84 67,198.24 24%

Operating Surplus/(Deficit) .00 (207,801.76)(175,451.92)



*** calculated ***

80,000.00 (127,801.76)(95,451.92)







2:44PM




March 16, 2016 Page 116 of 120

March 16, 2016 Page 116 of 120


Fund 67 - Self-Insurance Fund 1 Fiscal Year 2016 through 02/29/2016


REVENUES

9.06 25.00 (8600-8799)Other Local Revenue 15.94 64%

Total Revenues 25.00 9.06 15.94 64%

Operating Surplus/(Deficit) 25.00 9.06 9.06



*** calculated ***

5,149.00 5,132.71 5,132.71







2:44PM




March 16, 2016 Page 117 of 120

March 16, 2016 Page 117 of 120


Fund 68 - Self-Insurance Fund 2 Fiscal Year 2016 through 02/29/2016


REVENUES

2,951,193.40 4,553,500.00 (8600-8799)Other Local Revenue 1,602,306.60 35%

Total Revenues 4,553,500.00 2,951,193.40 1,602,306.60 35%

EXPENDITURES

Services & Operating Expenses (5000-5999) 4,550,000.00 3,132,882.94 1,755,786.45 (338,669.39) (7)%

Total Expenditures 4,550,000.00 3,132,882.94 1,755,786.45 (338,669.39) (7)%

Operating Surplus/(Deficit) 3,500.00 (1,937,475.99)(181,689.54)



*** calculated ***

956,972.00 (984,004.02) 771,782.43







2:44PM




March 16, 2016 Page 118 of 120

March 16, 2016 Page 118 of 120

9C – Enrollment as the Sixth School Month Ending February 19, 2016


March 16, 2016 Page 119 of 120

March 16, 2016 Page 119 of 120



March 16, 2016 Page 120 of 120

March 16, 2016 Page 120 of 120