CASE Meeting 04/29/09

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Contents

Letter from Ted Moore

Dear CASE Committee,
 
Our second meeting is scheduled tonight at 7:00 PM in the Lecture Room of Lovejoy High School. 
If you are unable to attend, you are welcome to join us at noon tomorrow in the Spurgin 
Administrative Center (former kinder wing at Lovejoy Elem). I know some of you had conflicts 
with the first meeting, but are planning to come tonight. Please know that you will be able to 
fully participate in the meeting even if you did not attend the first meeting.
 
The exercise that we did last meeting with you, using the dots to begin to prioritize the enhancements, 
had two purposes:
1. We wanted to begin to help you identify those things that we have in the district that are above 
   the basic program required for public schools and that you do not find in some or many schools, and
2. We wanted you to begin to look at our identified enhancements and decide which ones had intrinsic 
   value to you without knowing the cost. Tonight will be your opportunity to see the approximate cost 
   of each enhancement and we will do an activity where you will rank order each item on a 1-5 scale.
 
I have attached the list you used last week along with the dollar amounts that support each. Below 
the bold black line, we have added other areas that you wrote on your cards for further discussion.
 
I appreciate your time to provide input to the district as we work to bring a balanced budget forward.
 
With Respect,
 
Ted Moore
Superintendent
Lovejoy ISD

Email attachment, Enhancement and Budget Costs (PDF

Questions

From Daris Nevil:

1. How will this data be used, and by whom, in the budgeting processing?

Shay Adams: The data will be used by the administration as we prepare a draft of a budget to take to the board for consideration. All of the input of the CASE group will be put together in a report and given to the entire board for their review. We will outline and discuss the CASE process with them at the June board workshop on budget development.

2. What is the status of the items that didn't make the list?  
   Are they more likely to be cut in the event that programs are cut?

Shay Adams: At this point, everything is still on the list. This preliminary exercise was intended to accomplish two broad goals: 1) Establish for our citizens that many things that we currently offer are "enhancements" and above the minimum program required by the State of Texas and 2) Begin the discussion around what things are " most important" to us individually and why. We will obviously build on this exercise each week until we reach a concensus recommendation on priorities.

3. Will the CASE members participate in a similar exercise where we consider administrative 
   programs/costs and their relative importance to the children's education?

Shay Adams: At the close of our first meeting, each participant was given a 3x5 card. On one side, we asked for agenda topics for the next meeting and on the other side, we asked for specific areas that you think need review for potential cuts or freezes. If you placed specific administrative programs/costs on your card, they will be part of the next meeting. If you have some ideas that you would like to add, please email me as soon as possible and we will add them to the discuss at our next meeting.


Survey Results

Email from Shay Adams dated 05/22/09:

CASE Committee Member:

Please find below a link to the information from the work you completed at the last meeting 
(using the blue clickers). Please review and provide any additional comments. Don’t forget 
that our next meeting is scheduled for Wednesday, May 27th.

http://www.surveymonkey.com/s.aspx?sm=F5H_2f0DhB7h6AnnM9aFHENw_3d_3d

Thank you for your time and service to the district.

Shay Adams
LISD CFO


From Lovejoy Website

During the CASE meeting on April 29th and the makeup meetings on April 30th, the committee members ranked each enhancement discussed in the first CASE meeting. The survey results are provided below in rank order from most preferred to the least preferred by those that participated. For example, item number one ranked the highest to keep and the last item ranked the highest to be removed. This survey information will be considered by the administration as we work through the budget process. In addition to sharing the ranked results, we are now providing you an opportunity to comment on each ranked item, if desired. Please provide any additional comments/clarification by May 26, 2009.

Please note that many of the ranked items relate to the same position, but with different numbers to be considered for elimination. In the event that the proposed position(s) are eliminated, the remaining position(s) will be shared among the campuses or programs for which they serve. For example three of the ranked items relate to the Elementary Assistant Principal’s position (eliminating 1, 2 or all 3). If two Elementary Assistant Principals were removed, then the one remaining Elementary Assistant Principal position would service all three elementary campuses.

1. High School - School Resource Officer - 1 Position ($40,000)

37 -- Strongly favor continuing expense.
5 -- Favor continuing or modifying expense.
2 -- Defer to educational professionals
0 -- Favor eliminating or reducing expense.
0 -- Strongly favor eliminating expense.
2. Middle School Staff for Electives (wide variety offered) - 3 1/2 positions ($194,933)

33 -- Strongly favor continuing expense.
7 -- Favor continuing or modifying expense.
1 -- Defer to educational professionals
4 -- Favor eliminating or reducing expense.
1 -- Strongly favor eliminating expense.
3. High School Fine Arts Staff - 1 position ($55,695)

30 -- Strongly favor continuing expense.
7 -- Favor continuing or modifying expense.
5 -- Defer to educational professionals
3 -- Favor eliminating or reducing expense.
0 -- Strongly favor eliminating expense.
4. Longer Bus Routes From 45 min to 60-70 min ($36,000)

30 -- Strongly favor continuing expense.
4 -- Favor continuing or modifying expense.
3 -- Defer to educational professionals
2 -- Favor eliminating or reducing expense.
5 -- Strongly favor eliminating expense.
5. High School Counselor - 1 position ($70,000)

29 -- Strongly favor continuing expense.
2 -- Favor continuing or modifying expense.
6 -- Defer to educational professionals
4 -- Favor eliminating or reducing expense.
3 -- Strongly favor eliminating expense.
6. Elementary Reading Recovery - 1 position ($55,695)

28 -- Strongly favor continuing expense.
5 -- Favor continuing or modifying expense.
8 -- Defer to educational professionals
3 -- Favor eliminating or reducing expense.
3 -- Strongly favor eliminating expense.
7. High School Academic Competitions - Travel/Entry Budget ($20,000)

29 -- Strongly favor continuing expense.
2 -- Favor continuing or modifying expense.
4 -- Defer to educational professionals
7 -- Favor eliminating or reducing expense.
3 -- Strongly favor eliminating expense.
8. Elementary Librarians - 1 position ($60,000)

28 -- Strongly favor continuing expense.
5 -- Favor continuing or modifying expense.
4 -- Defer to educational professionals
4 -- Favor eliminating or reducing expense.
5 -- Strongly favor eliminating expense.
9. Elementary Music & Art - 2 positions ($87,390)

24 -- Strongly favor continuing expense.
10 -- Favor continuing or modifying expense.
4 -- Defer to educational professionals
2 -- Favor eliminating or reducing expense.
6 -- Strongly favor eliminating expense.
10. High School Center for Academic Training - 3 teachers & 1 Aide ($191,085)

19 -- Strongly favor continuing expense.
12 -- Favor continuing or modifying expense.
8 -- Defer to educational professionals
5 -- Favor eliminating or reducing expense.
1 -- Strongly favor eliminating expense.
11. High School Field Based Learning - Travel/Entry Budget ($20,000)

23 -- Strongly favor continuing expense.
8 -- Favor continuing or modifying expense.
6 -- Defer to educational professionals
5 -- Favor eliminating or reducing expense.
3 -- Strongly favor eliminating expense.
12. Middle School Center for Academic Training - 3 teachers & 1 Aide ($191,085)

21 -- Strongly favor continuing expense.
8 -- Favor continuing or modifying expense.
8 -- Defer to educational professionals
6 -- Favor eliminating or reducing expense.
2 -- Strongly favor eliminating expense.
13. High School GT Coordinator - 1 position ($61,265)

23 -- Strongly favor continuing expense.
4 -- Favor continuing or modifying expense.
11 -- Defer to educational professionals
4 -- Favor eliminating or reducing expense.
3 -- Strongly favor eliminating expense.
14. Middle School - School Resource Officer - 1 position ($40,000)

19 -- Strongly favor continuing expense.
7 -- Favor continuing or modifying expense.
10 -- Defer to educational professionals
6 -- Favor eliminating or reducing expense.
3 -- Strongly favor eliminating expense.
15. Elementary Dyslexia Teachers - 2 positions ($111,390)

20 -- Strongly favor continuing expense.
6 -- Favor continuing or modifying expense.
9 -- Defer to educational professionals
8 -- Favor eliminating or reducing expense.
3 -- Strongly favor eliminating expense.
16. Return to Special Education Cooperative Rather than LISD Special Education Department ($307,245)

22 -- Strongly favor continuing expense.
1 -- Favor continuing or modifying expense.
12 -- Defer to educational professionals
3 -- Favor eliminating or reducing expense.
6 -- Strongly favor eliminating expense.
17. High School 8 Period Schedule Rather than 7 Period modified Schedule (32 credits -vs- 28 credits) ($375,000)

22 -- Strongly favor continuing expense.
3 -- Favor continuing or modifying expense.
9 -- Defer to educational professionals
5 -- Favor eliminating or reducing expense.
6 -- Strongly favor eliminating expense.
18. Elementary Receptionist - 3 positions ($72,000)

18 -- Strongly favor continuing expense.
9 -- Favor continuing or modifying expense.
7 -- Defer to educational professionals
9 -- Favor eliminating or reducing expense.
3 -- Strongly favor eliminating expense.
19. Elementary Gifted & Talented Pull-Out - 4 1/2 positions ($250,628)

22 -- Strongly favor continuing expense.
3 -- Favor continuing or modifying expense.
8 -- Defer to educational professionals
8 -- Favor eliminating or reducing expense.
5 -- Strongly favor eliminating expense.
20. Middle School Academic Competitions - Travel/Entry Budget ($16,000)

20 -- Strongly favor continuing expense.
5 -- Favor continuing or modifying expense.
8 -- Defer to educational professionals
6 -- Favor eliminating or reducing expense.
6 -- Strongly favor eliminating expense.
21. High School Athletic Staff (wide variety of sports offered) - 3 positions ($62,848)

19 -- Strongly favor continuing expense.
8 -- Favor continuing or modifying expense.
5 -- Defer to educational professionals
7 -- Favor eliminating or reducing expense.
6 -- Strongly favor eliminating expense.
22. High School Assistant Principals - 1 position ($79,000)

21 -- Strongly favor continuing expense.
2 -- Favor continuing or modifying expense.
10 -- Defer to educational professionals
4 -- Favor eliminating or reducing expense.
7 -- Strongly favor eliminating expense.
23. Elementary Kindergarten Aides - 3 positions ($72,000)

18 -- Strongly favor continuing expense.
8 -- Favor continuing or modifying expense.
8 -- Defer to educational professionals
5 -- Favor eliminating or reducing expense.
7 -- Strongly favor eliminating expense.
24. Middle School Counselors - 1 position ($70,000)

19 -- Strongly favor continuing expense.
6 -- Favor continuing or modifying expense.
8 -- Defer to educational professionals
4 -- Favor eliminating or reducing expense.
9 -- Strongly favor eliminating expense.
25. Elementary Assistant Principals - 2 positions ($127,400)

17 -- Strongly favor continuing expense.
7 -- Favor continuing or modifying expense.
7 -- Defer to educational professionals
6 -- Favor eliminating or reducing expense.
8 -- Strongly favor eliminating expense.
26. Middle School Assistant Principals - 1 position ($70,000)

14 -- Strongly favor continuing expense.
5 -- Favor continuing or modifying expense.
14 -- Defer to educational professionals
6 -- Favor eliminating or reducing expense.
6 -- Strongly favor eliminating expense.
27. Middle School Accounting Clerk/Bookkeeper - 1 position ($24,000)

12 -- Strongly favor continuing expense.
9 -- Favor continuing or modifying expense.
13 -- Defer to educational professionals
4 -- Favor eliminating or reducing expense.
7 -- Strongly favor eliminating expense.
28. Elementary Spanish - 2 positions ($111,390)

13 -- Strongly favor continuing expense.
8 -- Favor continuing or modifying expense.
12 -- Defer to educational professionals
4 -- Favor eliminating or reducing expense.
9 -- Strongly favor eliminating expense.
29. Elementary Spanish - 3 positions ($167,085)

11 -- Strongly favor continuing expense.
10 -- Favor continuing or modifying expense.
13 -- Defer to educational professionals
6 -- Favor eliminating or reducing expense.
7 -- Strongly favor eliminating expense.
30. Elementary Assistant Principals - 3 positions ($191,100)

15 -- Strongly favor continuing expense.
6 -- Favor continuing or modifying expense.
9 -- Defer to educational professionals
7 -- Favor eliminating or reducing expense.
9 -- Strongly favor eliminating expense.
31. Elementary Nurses - 2 positions Add 2 Aides ($63,390)

15 -- Strongly favor continuing expense.
6 -- Favor continuing or modifying expense.
7 -- Defer to educational professionals
10 -- Favor eliminating or reducing expense.
8 -- Strongly favor eliminating expense.
32. Elementary Assistant Principals - 1 position ($63,700)

16 -- Strongly favor continuing expense.
3 -- Favor continuing or modifying expense.
9 -- Defer to educational professionals
8 -- Favor eliminating or reducing expense.
10 -- Strongly favor eliminating expense.
Please note
This question was originally presented as "Freeze on Non-Exempt Employees"
33. 3% Cost of Living Adjustment (COLA) for Non-Exempt Employees($88,000)

13 -- Strongly favor continuing expense.
9 -- Favor continuing or modifying expense.
5 -- Defer to educational professionals
5 -- Favor eliminating or reducing expense.
12 -- Strongly favor eliminating expense.
34. Elementary Spanish - 1 position ($55,695)

12 -- Strongly favor continuing expense.
9 -- Favor continuing or modifying expense.
9 -- Defer to educational professionals
6 -- Favor eliminating or reducing expense.
11 -- Strongly favor eliminating expense.
35. Elementary Technology Integrators - 2 positions ($87,390)

13 -- Strongly favor continuing expense.
5 -- Favor continuing or modifying expense.
10 -- Defer to educational professionals
9 -- Favor eliminating or reducing expense.
9 -- Strongly favor eliminating expense.


Please note
This question was originally presented as "Freeze on Administrator Salaries"
36. 3% Cost of Living Adjustment (COLA) for Administrator Salaries ($76,000)

10 -- Strongly favor continuing expense.
8 -- Favor continuing or modifying expense.
6 -- Defer to educational professionals
6 -- Favor eliminating or reducing expense.
14 -- Strongly favor eliminating expense.
37. High School Library Aide - 1 position ($24,000)

12 -- Strongly favor continuing expense.
2 -- Favor continuing or modifying expense.
6 -- Defer to educational professionals
14 -- Favor eliminating or reducing expense.
10 -- Strongly favor eliminating expense.
38. Elementary Counselors - 1 position ($65,000)

12 -- Strongly favor continuing expense.
2 -- Favor continuing or modifying expense.
7 -- Defer to educational professionals
10 -- Favor eliminating or reducing expense.
15 -- Strongly favor eliminating expense.
39. Elementary Library Aides - 2 positions ($48,000)

7 -- Strongly favor continuing expense.
6 -- Favor continuing or modifying expense.
8 -- Defer to educational professionals
9 -- Favor eliminating or reducing expense.
16 -- Strongly favor eliminating expense.
40. Elementary Transportation within 2 miles Lovejoy Elementary ($24,000)

12 -- Strongly favor continuing expense.
2 -- Favor continuing or modifying expense.
5 -- Defer to educational professionals
6 -- Favor eliminating or reducing expense.
21 -- Strongly favor eliminating expense.


Please note
This question was originally presented as "Freeze on all Non-Personnel budgets"
41. Inflation Adjustment for All Non-Personnel Budgets ($182,000)

3 -- Strongly favor continuing expense.
4 -- Favor continuing or modifying expense.
14 -- Defer to educational professionals
9 -- Favor eliminating or reducing expense.
14 -- Strongly favor eliminating expense.
42. Middle School Library Aide - 1 position ($24,000)

6 -- Strongly favor continuing expense.
3 -- Favor continuing or modifying expense.
10 -- Defer to educational professionals
8 -- Favor eliminating or reducing expense.
18 -- Strongly favor eliminating expense.


Notes from the Meeting

CASE Mtg 20090429

HB1
Plan budgets on current law
$1.50
$1.36 - enrichment
$1.32
$1.00
$1.04 - local discretion enrichment - np recapture - no voter approval - board approval only
Can go to $1.06, then $1.17 with stipulation, but reqs a vote
ASATR - addl state aid for tax reduction
Frozen at 05-06 level

No help from state on I&S for building because we are property rich
$1.3B total taxable vale in the district
$319,500 per child is the start of wealthy district

Ted 'I will never say that we only spent $12000 which is only some small percentage 
of the total budget. That is what gets gov entities into trouble'

Training 'Scout' Philosophy
In-district Philosophy
L@L as a self-sustaining operation
Create equiv of a national conference
Top notch speakers
Send 2 or 3 people out to find them
Four speakrs coming this week
5 yr plan for training to pay for itself
Open to any teacher to come for $100
Covers Keynote plus lunch
Estimate $20000 income
cost $100000
LJFoundation pays $30000

Travel issue
'would suite me fine if I stayed in the district'
'I do go to find presenters'
Austin 6 times on mid-sized adjustment
Spin about travel facts don't back up
6411 Travel code $330,000 budgeted
$208,000 spent so far
Personal travel for teachers I'd out of that
Hotel $30,153
Conf fees $77,638
Personal mileage $55,225

Conference rate is $135
Teachers share room

Ted does not do per diem because it would show up on the check registry

Had Cindy pick 3 conferences
3 conference comparison
$444 per diem
$352 actual
$92 diff

Legal Fees
most cost is office of civil rights
6 OCR complaints this yr
What kind of complaints - from the same address - no such thing as frivolous law suits
Student Discipline Appeals
Construction
Contracts
Special Education Appeals

Audience Q - who is doing this
Ted A - if you feel your special needs student is not being provided for then you can file a complaint

Q What is your supporting documentation that we are top heavy on admin
compare to prosper, etc

I'm open to discussion about whether we are top heavy

Admin Salaries

Ted was the first principle at Curtis Middle School

Ted: "Why would I ask the community to tell me if I need a director of purchasing?"
"I ask you to trust us, It is all about the kids"

Ted - we will be $1.7M deficit without mid-size adj
We will get about $300K in property value increase

The board has directed Ted to do belt tightening, even if the mid size is approved

33 Coaches/Teachers for all campuses
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