Consideration of approving certified and classified support staff

Transcription

Sunnyside Unified School District No. 12
Governing Board
Regular Board Meeting Agenda
July 10, 2012
6:35 PM
1.
Board Room 2238 E. Ginter Road, Tucson, AZ 85706
OPENING OF MEETING
a)
Call to Order
b)
Salute to the Flag
c)
Signing of the Register
d)
Roll Call of Board
e)
Approval of Agenda
f)
Superintendent's Report
1.
g)
PROPOSED BY
PURPOSE
Dr. Isquierdo
Information
Recognition
2.
CALL TO THE AUDIENCE*
Consideration and discussion of comments and concerns from the public. Those wishing to address the governing board on
items not on tonight’s agenda may do so at this time. Speakers are requested to hold their comments to three (3) minutes.
Call to the Audience will be limited to 15 minutes. In accordance with the Arizona Open Meeting Law, board members may not
respond, comment or ask questions of speakers regarding issues not on the agenda.
3.
Acknowledgement of Public Request to Speak*
Anyone wishing to address the board on items on tonight’s agenda may do so at this time. Comments should be restricted to
three (3) minutes not including questions and comments and responses by the speaker. Acknowledgement of Public Request
to Speak will be limited to 15 minutes. In accordance with the Open Meeting Law comments and questions may deal only with
the topics on the agenda of the meeting, board members may not respond, comment or ask questions of speakers regarding
issues on the agenda.
4.
CONSENT AGENDA**
a)
Approval of Governing Board Minutes
1.
b)
Action
Personnel
1.
Personnel Report
Action
Consideration of approving certified and classified
support staff hires, rehires, coaches and substitutes,
requests for resignations, retirements and leaves of absence.
c)
Vouchers
1.
Vouchers
d)
Lost Warrants
e)
Financial Statements
1.
June 2012 Student Activities & Auxiliary Operations Reports
Action
Info/Action
f)
Use of Facilities
1.
g)
Student Attendance Requests
h)
Student Travel Requests
i)
Personnel Travel Requests
j)
Board Travel Requests
1.
k)
l)
1.
Extension of the Intergovernmental Agreement between Sunnyside
Unified School District and Pima Community College for the Title
I Even Start Family Literacy Program
Info/Action
2.
Intergovernmental Agreement between Sunnyside School District
and Pima Community College
Action
Supplementary Textbooks
Info/Action
Amendment to 2012-2013 Educational Planning Guides
m)
Application/Amendment for Funding
n)
Business and Finance
1.
Award of Bid for Copy Paper
Info/Action
2.
Award of Bids Monthly Report - June 2012
Info/Action
3.
Governing Board Approved Bank Account Signatories
Action
4.
Purchasing Bid Log - June 2012
Info/Action
5.
Surplus Materials Disposal Request-July 10, 2012
Info/Action
Open Enrollment
1.
5.
Action
Board Travel Request
Contract with Outside Agency
1.
o)
Info/Action
Use of Facilities
Action
Open Enrollment
p)
Revisions of Governing Board Policies, Regulations, Exhibits
q)
Request for Early Graduation
GENERAL FUNCTIONS
a)
Organzation / Election of Officers
Mr. Crouch
Action
b)
Adoption of 2012-13 Budget
H. Encinas
Action
c)
Governing Board Meeting Schedule July 2012 and August 2012
Dr. Isquierdo
Action
d)
Bond Advisory Commitee Status Report
H. Encinas
Information
e)
Bond Advisory Committee (BAC) Recommendations
H. Encinas
Info/Action
f)
Award of RFP for Digital Content Programs
S. Holmes
Info/Action
g)
Governing Board Policy - New Policy EGAEA: Electronic Mail
Dr. Favela
Action
h)
English Language Learners (ELL) Update
Dr. Favela
Info/Action
i)
International Society for Technology in Education (ISTE) and Project
RED Update
Dr. Isquierdo
Information
j)
Request for Executive Session
Dr. Isquierdo
Action
Personnel, Pursuant to A.R.S. 38-431.03(A)(1).
Discussion or consideration or appointment and/or
employment, and/or salary of a public appointee and/or
employee. Discussion or consideration of employment
assignment, appointment, disciplinary of an appointee
or employee of the district - discussion of assignment/
responsibilities of specified staff, discussion of Los
Amigo's Principal position, K-12 Math Coordinator and
Superintendent's 2012-2013 Performance Goals.
k)
Results of Executive Session
Dr. Isquierdo
Action
This item is placed on the agenda to give the
Governing Board Members to option, if needed,
of taking action as a result of discussion held in the
Personnel Executive Session.
1. Appointment of K-12 Math Coordinator
6.
UNFINISHED BUSINESS
7.
ADJOURNMENT
*
If you desire to speak before the Governing Board, please read and complete the yellow card provided at the sign-in table and
deliver to the Administrative Assistant to the Governing Board (Pursuant to Board Policy BEDH - Public Participation at Board
Meetings).
**
Names and details are available in the Office of the Superintendent during normal business hours.
***
(If used) All actions concerning this may be done in executive session.
SUNNYSIDE UNIFIED SCHOOL DISTRICT NO. 12
2238 East Ginter Road
Tucson, Arizona 85706
BOARD ACTION ITEM
MEETING OF: July 10, 2012
BOARD AGENDA NO.: Superintendent's Report #0
TITLE OF AGENDA ITEM:
ACTION TYPE:
Information
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Dr. Manuel L. Isquierdo, Superintendent
DESCRIPTION/JUSTIFICATION:
Dr. Manuel L. Isquierdo, Superintendent will review the Superintendent's Report for the Governing Boards information.
POLICY CONSIDERATIONS:
LEGAL CONSIDERATIONS:
BUDGET INFORMATION:
REVIEWED BY:
SUPERINTENDENT'S RECOMMENDATION/MOTION:
Information Item
ATTACHMENTS:
Name:
Description:
Type:
No Attachments Available
CREATION:
Date/Time:
Department:
7/5/2012 10:29:37 AM
Superintendent
APPROVALS:
Date/Time:
Approval:
Department:
7/5/2012 12:54 PM
Approved
Superintendent
BOARD ACTION ITEM
BOARD AGENDA NO.: CA - Approval of Governing Board Minutes #0
ACTION TYPE:
Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Recommend approval of the following Governing Board minutes.
Regular Governing Board, Tuesday, June 26, 2012
BUDGET INFORMATION:
REVIEWED BY:
Recommend approval as submitted.
ATTACHMENTS:
Name:
Description:
Type:
Regular_Governing_Board_Minutes_6Regular Governing Board Minutes 6-26-12
26-12.pdf
CREATION:
Date/Time:
Department:
7/5/2012 10:53:44 AM
Superintendent
APPROVALS:
Date/Time:
Approval:
Department:
7/5/2012 12:28 PM
Approved
Superintendent
Cover Memo
BOARD ACTION ITEM
BOARD AGENDA NO.: CA - Personnel #0
Personnel Report
ACTION TYPE:
Action
PREVIOUS ACTION OF AGENDA
ITEM:
SUBMITTED BY:
Anna Maiden, Executive Director of Human Resources
The Human Resources Department has provided the Certified and Classified consent items for board approval dated July 10,
2012.
ADDITIONAL ITEM INFORMATION:
Consideration of approving certified and classified
support staff hires, rehires, coaches and substitutes,
requests for resignations, retirements and leaves of absence.
BUDGET INFORMATION:
REVIEWED BY:
Recommend approval of the Personnel Report as presented.
ATTACHMENTS:
Name:
Consent_Agenda_7-10-12.xls
Description:
Type:
Personnel Consent Report
Cover Memo
CREATION:
Date/Time:
Department:
7/6/2012 3:09:40 PM
Human Resources
APPROVALS:
Date/Time:
Approval:
Department:
7/6/2012 4:12 PM
Approved
Superintendent
SUNNYSIDE UNIFIED SCHOOL DISTRICT #12
PERSONNEL CONSENT
HUMAN RESOURCES
I. CERTIFIED PERSONNEL
A. OFFER TO HIRE FOR 2012-2013 SCHOOL YEAR
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
Last Name
Aquino
Avedisian
Barrales
Belt
Campoy
Chulak
DiCampli
Hernandez
Jones
Lopez
Lugo-Gomez
Mann
Morse
Morse
Nedberg
Oddo
Romero
Shepard
Sweat
Urquides
Wendt
Zuniga
First Name
Helen
Kristin
Elva
Kristen
Sylvia
Christoper
Kyle
Ana
Wendy
James
Mark
Emily
Mary
Mary
Misty
Gloria
Elizabeth
Patricia
Precious
Arlene
Jessica
Enye
Title
Teacher-3rd Grade
Teacher-Math
Teacher-Kindergarten
Teacher-6th Grade Math
Teacher-Special Ed LD
Teacher-Special Ed ED
Teacher-ELD
Teacher-Reading Plus
Teacher-3rd Grade
Teacher-4th Grade
ATS Academic Interventionist
Teacher-Technology Facilitator
Curriculum Coordinator
Teacher-English
Psychologist
Speech Language Pathologist
Teacher-Reading Intervention
Teacher-4th Grade
Teacher-4th Grade
Teacher-5th Grade
Teacher-8th Grade Science
Site
Drexel
Desert View
Mission Manor
BL Lauffer
Sierra
Challenger
Sunnyside
Desert View
Drexel
Drexel
Chaparral
Chaparral
Sunnyside
Desert View
Sunnyside
TBD
TBD
BL Lauffer
Drexel
Rivera
Elvira
Apollo
From:
07/24/12
07/24/12
07/24/12
07/24/12
07/24/12
07/24/12
07/24/12
07/24/12
07/24/12
07/24/12
07/24/12
07/31/12
07/31/12
07/31/12
07/24/12
07/24/12
07/24/12
07/24/12
07/24/12
07/24/12
07/24/12
07/24/12
To:
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
05/24/13
Site
Desert View
From:
07/31/12
To:
05/24/13
First Name Title
Jamila
Counselor
Mark
Teacher-Physical Education
Site
Sunnyside
Desert View
From:
09/17/12
07/31/12
To:
12/14/12
05/24/13
First Name Title
Bonnie
Teacher-ISS
Site
Apollo
Effective Comment
05/25/12
ESI
Comment:
Temporary
Rescind
Rescind
B. OFFER TO REHIRE FOR 2012-2013 SCHOOL YEAR
Last Name
1 Zager
First Name Title
Zeke
Teacher-Science
C. LEAVE OF ABSENCE
Last Name
1 Nassar
2 Wasko
Reason:
Medical
Medical
D. RETIREMENT
Last Name
1 Baron
REGULAR MEETING OF THE BOARD OF EDUCATION
July 10, 2012
7/9/2012
4:14 PM
PERSONNEL CONSENT
HUMAN RESOURCES
I. CERTIFIED PERSONNEL
E. RESIGNATIONS
1
2
3
4
Last Name
Bustamante
Koch
Snyder
Spoonhunter
5 Teran
6 Valenzuela
7 Wolfe
First Name
Angela
David
Laura
Tarissa
Title
Teacher-5th Grade
Teacher-Reading
Coordinator-NAEP
Priscilla
Lynn
Leslie
Teacher-Reading
Coordinator-RECC
Site
Los Ninos
Chaparral
Chaparral
Administration/
NAEP
Drexel
Challenger
Chaparral
Effective Comment
05/25/12
07/03/12
05/25/12 Rescind
07/03/12
06/25/12
07/05/12
06/29/12
*OFFER TO EMPLOY AND REHIRE RECOMMENDATIONS ARE CONTINGENT UPON RECEIPT
OF ALL APPLICATION MATERIALS, FINGERPRINT CLEARANCE, AND APPROPRIATE CERTIFICATES
IN THE HUMAN RESOURCES DEPARTMENT.
July 10, 2012
7/9/2012
4:14 PM
PERSONNEL CONSENT
HUMAN RESOURCES
II. SUBSTITUTE CERTIFIED PERSONNEL
A. OFFER TO HIRE/DISTRICT WIDE
1
2
Last Name
Allison
Valenzuela
First Name
Isabel
Gabriela
Title
Substitute Teacher
Substitute Teacher
From:
07/01/12
07/01/12
First Name
Thomas
Title
Substitute Teacher
Effective
06/17/12
To:
06/30/13
06/30/13
B. RESIGNATIONS
1
Last Name
Ouellette
July 10, 2012
7/9/2012
4:14 PM
PERSONNEL CONSENT
SUNNYSIDE UNIFIED SCHOOL DISTRICT # 12
HUMAN RESOURCES
III. COACHING PERSONNEL
A. OFFER TO HIRE
1
Last Name
Gonzales
First Name
John
Title
Girl's Head Volleyball Coach
Site
Desert View
Dates of Season
From:
To:
08/06/12 10/26/12
1
2
Last Name
Koss
Prowell
First Name
Casey
Anthony
Title
Swim Coach
Boy's Tennis Coach
Site
Sunnyside
Sunnyside
Dates of Season
From:
To:
08/06/12 11/02/12
02/04/13 04/16/13
First Name
Sergio
Sergio
Amanda
Title
Boy's Assistant Volleyball Coach
Girl's Assistant Volleyball Coach
Girl's Assistant Volleyball Coach
Site
Sunnyside
Sunnyside
Sunnyside
Effective
06/20/12
06/20/12
06/14/12
C. RESIGNATIONS
1
2
3
Last Name
Coronado Beltran
Coronado Beltran
Larriva
July 10, 2012
7/9/2012
4:14 PM
PERSONNEL CONSENT
HUMAN RESOURCES
IV. CLASSIFIED PERSONNEL
A. OFFER TO HIRE FOR 2012-2013 SCHOOL YEAR
1
2
Last Name
Arriola
Glass
3
4
Herrera
Jacobson
5
Lugo
6
Ochoa
7
Ratliff
8
9
Torres
Tsosie
First Name Title
Cecilia
Parent Involvement Assistant
Brenda
Instructional Care Assistant
Special Ed-ED
Moises
Crossing Guard
Kolby
Special Ed-ED
Tracy
Special Ed-LD
Andrea
Special Ed-ED
Shandelle
Special Ed-OI
Victoria
Computer Clerk
Lisa
Intervention Assistant
Site
Sierra
Los Ranchitos
From:
08/06/12
08/02/12
To:
05/23/13
05/23/13
Mission Manor
Rivera
08/03/12
08/02/12
05/23/12
05/23/13
Apollo
08/02/12
05/02/13
Los Ranchitos
08/02/12
05/23/13
Los Ninos
08/02/12
05/23/13
Desert View
Ocotillo LC
TBD
08/06/12
05/23/12
Site
Desert View
Summit View
Los Ranchitos
Apollo
From:
07/30/12
07/30/12
07/16/12
08/02/12
To:
05/23/13
05/23/13
06/20/13
05/23/13
Comment
Temporary
1
2
3
4
Last Name
Brito
Mejia
Montiel
Tautimer
First Name
Denise
Esteban
Marcia
Ramon
Title
Campus Monitor
Campus Monitor
Office Assistant
Special Ed-OI
Comment
Temporary
Transfer/
Challenger
C. REQUESTING TO RETURN AS DISTRICT EMPLOYEES FOR THE 2012-2013 SCHOOL YEAR
AFTER SERVING ONE YEAR AS AN ESI EMPLOYEE. TEMPORARY
Year
Participated
1
Last Name
Ruiz
First Name Title
Sandra
Administrative Secretary
Site
Administration/
Business Office
in ESI
11-12/12-13
D. LEAVE OF ABSENCE
1
Last Name
Preciado
First Name Title
Angela
Position Control Analyst
Site
Administration/
HR
From:
07/01/12
July 10, 2012
To:
12/21/12
Reason
Medical
Extension
7/9/2012
4:14 PM
PERSONNEL CONSENT
HUMAN RESOURCES
IV. CLASSIFIED PERSONNEL
E. RESIGNATIONS
1
Last Name
Altamirano
2
3
Ash
Blanco
4
German
5
McCoy
First Name Title
Jose
Special Ed-A
David
Library Clerk
Richard
Telecommunications
Technician
Shaira
Special Ed-DD
Johnny
Special Ed-ED
Site
Sunnyside
Effective
05/23/12
Chaparral
Administration/
IT
Craycroft
05/28/12
07/07/12
Challenger
07/05/12
05/23/12
F. RETIREMENT
1
2
Last Name
Martinez
Martinez
First Name Title
Site
Alma
Parent Involvement Assistant Drexel
Catherine
Computer Clerk
Sierra
Effective
06/30/12
06/18/12
Comment
Regular
Regular
July 10, 2012
7/9/2012
4:14 PM
PERSONNEL CONSENT
HUMAN RESOURCES
V. SUBSTITUTE CLASSIFIED PERSONNEL
A. OFFER TO HIRE
1
2
3
4
5
6
7
Last Name
Carmelo
Montijo
Pino
Rabago
Sanchez
Savier
Velasquez
First Name
Christina
Georgina
Federico
Rene
Ernesto
Jeffrey
Victor
Title
Substitute Bus Driver
Substitute Instructional Assistant
Site
Transportation
Transportation
Transportation
Transportation
Transportation
Ocotillo ELC
Transportation
From:
07/16/12
07/16/12
07/16/12
07/16/12
07/16/12
07/01/12
07/16/12
To:
06/30/13
06/30/13
06/30/13
06/30/13
06/30/13
06/30/13
06/30/13
July 10, 2012
7/9/2012
4:14 PM
PERSONNEL CONSENT
HUMAN RESOURCES
INFORMATION ITEM:
CERTIFIED ASSIGNMENTS
FROM:
First Name Title/FTE-Days/Grade/Site
Natasha
1 FTE/227 days
Sunnyside
TO:
Title/FTE-Days/Grade/Site
Teacher-English
1 FTE/211 days
Sunnyside Freshman Academy
2 Beaty
Kimberly
1 FTE/211 days
Desert View
1 FTE/211 days
Apollo
2012/2013
3 Dailey
Lynne
Teacher-Homebound
.6 FTE/211 days
Sunnyside
Teacher-Homebound
.7 FTE/211 days
Sunnyside
2012/2013
4 Dichter
Jennifer
Teacher-Reading Interventionist
1 FTE/211 days
Challenger
Technology Teacher
1 FTE/211 days
Challenger
2012/2013
5 Duran
Moises
Teacher-ESL
1 FTE/211 days
Desert View
1 FTE/211 days
BL Lauffer
2012/2013
6 Edwards
Carlotta
Teacher-Language Arts
1 FTE/211 days
Challenger
Teacher-6th Grade Language Arts
Social Studies
1 FTE/211 days
Chaparral
2012/2013
7 Garcia
Horatio
Teacher-2nd Grade
1 FTE/211 days
Craycroft
1 FTE/211 days
Sunnyside
2012/2013
8 Harrington
Cindy
1 FTE/211 days
Drexel
Teacher-1st Grade
1 FTE/211 days
Drexel
2012/2013
9 Kouvel
Alexander
Transition Specialist
1 FTE/211 days
STAR
Teacher-Special Ed LD Language Arts
1 FTE/211 days
Chaparral
2012/2013
10 Macias
Margaret
Teacher-4th Grade
1 FTE/211 days
Drexel
Teacher-Title I
1 FTE/211 days
Drexel
2012/2013
11 Marinez
Irma
Teacher-3rd Grade
1 FTE/211 days
Drexel
1 FTE/211 days
Drexel
2012/2013
Last Name
1 Arvayo
July 10, 2012
Effective
2012/2013
7/9/2012
4:14 PM
PERSONNEL CONSENT
HUMAN RESOURCES
CERTIFIED ASSIGNMENTS (CONTINUED)
FROM:
First Name Title/FTE-Days/Grade/Site
Mirna
Teacher-2nd Grade
1 FTE/211 days
Los Ninos
TO:
Title/FTE-Days/Grade/Site
Teacher-Title I
1 FTE/211 days
Mission Manor
13 Reyes
Hector
Teacher-CTE Business Ed
1 FTE/211 days
Desert View
Teacher-CTE Business & Marketing
1 FTE/211 days
Desert View
2012/2013
14 Santa Maria
Maria
School Nurse
1 FTE/211 days
Chaparral
School Nurse
1 FTE/211 days
Challenger
2012/2013
15 Snyder
Laura
Teacher-Reading
1 FTE/211 days
Chaparral
Librarian
1 FTE/211 days
Chaparral
2012/2013
16 Schumacher
Becky
Teacher-2nd Grade
1 FTE/211 days
Summit View
Teacher-5th Grade
1 FTE/211 days
Los Ninos
2012/2013
17 Thames
Geoffrey
Teacher-Music
1 FTE/211 days
Sunnyside
Teacher-Orchestra
.2 FTE/211 days
Sunnyside
2012/2013
18 Valenzuela
Edgar
Truancy Prevention
1 FTE/211 days
Sunnyside
Prevention Specialist
1 FTE/211 days
Desert View
2012/2013
19 Wakamatsu
Maria
1 FTE/227 days
Desert View
Teacher-English
1 FTE/211 days
Desert View
2012/2013
20 White-Leong
Patricia
Teacher-Math
1 FTE/211 days
Desert View Freshman Academy
Teacher-Math
1 FTE/211 days
Desert View
2012/2013
21 Yandell
Wesley
1 FTE/211 days
Chaparral
1 FTE/211 days
Sierra
2012/2013
Last Name
12 Peru
July 10, 2012
Effective
2012/2013
7/9/2012
4:14 PM
PERSONNEL CONSENT
HUMAN RESOURCES
INFORMATION ITEM:
CLASSIFIED ASSIGNMENTS
FROM:
First Name Title/Hpd-Days/Grade/Site
Cecilia
Accounting Specialist
8 hpd/261 days
Grade 42
Administration-Business
TO:
Title/Hpd-Days/Grade/Site
Accounting Clerk
8 hpd/261 days
Grade 36
Administration-Payroll
2 Celey
Martha
Special Ed-LD
7 hpd/191 days
Grade 33
Apollo
Special Ed-LD
6 hpd/191 days
Grade 33
Los Ranchitos
2012/2013
3 Garcia
Cynthia
Folklorico Instructor
FTE 1/211 days
PNT
Desert View
Folklorico Instructor
4 hpd/211 days
PNT
Instructional Assistant
4 hpd/211 days
Grade 28
Desert View
2012/2013
4 Ojeda
Stephanie
Special Ed-A
7 hpd/191 days
Grade 33
Chaparral
Special Ed-MOMR
7.5 hpd/191 days
Grade 33
Sunnyside
2012/2013
5 Skiff
Lisa
7 hpd/189
Grade 28
B.L. Lauffer
7.5/191 days
Grade 28
B.L. Lauffer
2012/2013
Last Name
1 Aquino
Effective
TBD
OF ALL APPLICATION MATERIALS, FINGERPRINT CLEARANCE AND APPROPRIATE CERTIFICATES
July 10, 2012
7/9/2012
4:14 PM
BOARD ACTION ITEM
BOARD AGENDA NO.: CA - Vouchers #0
Vouchers
ACTION TYPE:
Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Hector M. Encinas, Chief Financial Officer
Respectfully request Governing Board approval of the attached Expense and Payroll Vouchers in the amount submitted.
BUDGET INFORMATION:
REVIEWED BY:
Recommend approval.
ATTACHMENTS:
Name:
Vouchers_071012.doc
Description:
Type:
Vouchers
Cover Memo
CREATION:
Date/Time:
Department:
7/3/2012 8:32:32 AM
APPROVALS:
Date/Time:
Approval:
Department:
7/5/2012 2:31 PM
Approved
Superintendent
Business & Finance Department
Telephone (520) 545-2154
Fax (520) 545-2120
Regular Board Meeting:
Agenda Title:
July 10, 2010
Consent Agenda- Vouchers
Voucher Listing
SY 2011- 2012
Voucher #
Classification
106
107
108
109
110
Expense
Expense
Expense
Express Warrant
Expense
Date
Prepared
06/25/12
06/27/12
07/03/12
07/02/12
07/05/12
Ending
Date
----------------
024
025
026
Payroll & Matching
Payroll & Matching
Payroll & Matching
06/01/12
06/15/12
06/29/12
----------
Classification
Date
Prepared
07/03/12
07/05/12
Ending
Date
-------
Amount
$523,335.21
$817,671.97
$549,649.77
$38,650.45
$465,262.49
$4,713,436.49
$2,469,128.01
$1,994,256.37
SY 2012- 2013
Voucher #
001
002
Expense
Expense
Amount
$1,012,489.62
$527,073.08
BOARD ACTION ITEM
BOARD AGENDA NO.: CA - Financial Statements #0
ACTION TYPE:
Info/Action
ITEM:
SUBMITTED BY:
Ken Kmak, Director of Business Operations
Respectfully request the Governing Board accept the Student Activities and Auxiliary Operations financial reports for the month of June 2012.
BUDGET INFORMATION:
REVIEWED BY:
ATTACHMENTS:
Name:
Description:
Type:
DVHS_JUNE_2012_AOF.pdf
Backup Material
DVHS_JUNE_2012_SA.pdf
Backup Material
ELEM_AOF_JUNE_2012.pdf
Backup Material
ELEM_SA_JUNE_2012.pdf
Backup Material
SSHS_JUNE_2012__AOF.pdf
Backup Material
SSHS_JUNE_2012__SA.pdf
Backup Material
CREATION:
Date/Time:
Department:
7/5/2012 7:11:06 AM
APPROVALS:
Date/Time:
Approval:
Department:
7/5/2012 12:50 PM
Approved
Superintendent
Desert View High School
ACCOUNT ANALYSIS REPORT - SUMMARY
Date Range: 6/1/2012 through 6/30/2012
Account Range: 110500 through 110631
ACCOUNT # AND DESCRIPTION
BEG BALANCE
INCOME
EXPENSE
TRANSFERS
BALANCE
Other Accounts
110500 BOOKSTORE
110501 ACADEMIC DECATHLON
110502 AP EXAMS
110504 ATHLETIC CONCESSIONS
110505 ATHLETIC OFFICIAL SERVICES
110506 ATHLETICS
110507 GYM UNIFORMS
16.00
16.00
0.98
0.98
4,874.29
3,367.00
1,507.29
90.45
(8,125.64)
90.45
8,125.64
5,512.65
0.00
7,943.35
2,430.70
0.00
0.00
0.00
110508 HEALTH
368.58
368.58
110509 LRC XEROX
377.83
377.83
110510 JAGUAR SHOP
110512 P.S.A.T.
110518 BANK INTEREST/CHARGES
110519 ENRICHMENT FUND
110520 YEARBOOK
72.81
72.81
773.75
773.75
4.52
4.52
1,491.23
1,491.23
13,350.73
13,350.00
0.73
110529 JROTC OUTSIDE FUND
375.47
375.47
110533 ATHLETIC'S GOLF TOURNAMENT
133.41
133.41
110534 IN DISTRICT PAYROLL
0.00
0.00
110535 SPORTS MEDICINE
1,346.98
1,346.98
110538 WRESTLING FUND
913.84
127.97
785.87
110540 MISCELLANEOUS
42.32
30.54
11.78
110542 SITE COUNCIL
110570 GENERAL FUND
110601 STUDENT HANDBOOK
110605 SUMMER SCHOOL
110607 CTE SCHOLARSHIP FUND
110608 STUDENT ID
110609 GRADES FOR SUCCESS
110611 PROGRAM OF EXCELLENCE
110612 FRESHMAN YEAR EXPERIENCE
110613 PRINCIPALS INCENTIVE
110614 ATHLETIC PARTICIPATION FEE
110615 STUDENT PLANNER
110616 PLAN TEST (PRE ACT TEST)
110617 STAR ACADEMY EXTENDED DAY
110618 SPED LEADERSHIP CONF.
110619 PEPSI PRINCIPAL
110620 VICA PHOTO
0.42
0.42
2,384.74
2,384.74
157.66
27,523.00
157.66
5,645.00
33,168.00
0.00
8.97
8.97
453.29
453.29
1,473.30
1,473.30
251.62
5,520.44
251.62
78.70
941.75
4,657.39
154.82
154.82
4,444.71
(2,430.70)
145.00
2,014.01
145.00
7.20
7.20
1,818.94
1,818.94
320.80
320.80
7,432.06
1,127.43
6,304.63
1.15
1.15
1,034.81
1,034.81
110622 APF SUPPLEMENTAL
180.00
180.00
110623 PROJECT COLLEGE BOUND
873.54
873.54
110624 PARENT INVOLVEMENT
690.64
690.64
1,114.17
1,114.17
110621 VICA WELDING
110625 JAGUAR CHALLENGE PROGRAM
110626 SCIENCE
110627 AZTEC COLLEGE PROGRAM
110629 COLLEGE LITERACY ACADEMY
110631 SUMMER ONLINE COURSE
Total Other Accounts
Print Date: 07/02/2012
Print Time: 8:18:04AM
0.00
0.00
55.00
55.00
0.00
0.00
1,300.00
1,300.00
78,966.48
13,849.34
60,056.04
0.00
32,759.78
Page: 1
BEG BALANCE
INCOME
EXPENSE
7,596.69
250.48
1,040.00
TRANSFERS
BALANCE
Other Accounts
211402 BAND
211403 BANK CHARGES/INTEREST
6,807.17
0.00
0.00
211404 BASEBALL
110.45
110.45
211405 BOYS BASKETBALL
911.43
911.43
211407 FBLA
194.60
194.60
60.22
60.22
211408 CHESS
211414 Computer Tech
211415 CONCERT CHOIR
211416 D.E.C.A
0.00
0.00
143.16
143.16
0.00
0.00
211417 DESERT VIEW TRIBAL SPIRIT
404.31
404.31
211418 BOYS SOCCER
165.76
165.76
211420 FOLKLORICO DEL DESIERTO
606.59
211421 FOOTBALL
211423 GIRLS BASKETBALL
211424 GIRLS SOCCER
211425 GIRLS TENNIS
211426 GIRLS VOLLEYBALL
211427 Hispanos Unidos
606.59
2,296.01
200.00
18.97
2,096.01
18.97
0.00
0.00
16.77
16.77
400.37
400.37
0.00
211428 DRAMA
5,168.73
211429 JAGUAR RUNNING
0.00
402.99
5,571.72
3,367.97
92.00
211430 JR.ROTC
456.61
1,165.92
211431 LA COCINA DEL JAGUAR
369.34
211432 MARIACHI
(29.53)
211434 MESA
139.35
211435 MISCELLANEOUS
984.42
984.42
1,141.31
1,141.31
211437 ORCHESTRA
219.83
219.83
211438 OUTDOOR EDUCATION/WELLNESS
210.00
210.00
211440 Peer Advisors
0.00
0.00
211441 PEPSI
0.00
211436 NATIONAL HONOR SOCIETY
211443 BOYS TENNIS
211444 SOFTBALL
211445 SPECIAL OLYMPICS/PRE VOC
272.54
3,459.97
919.40
703.13
369.34
150.00
120.47
139.35
0.00
238.50
34.04
58.66
58.66
3,290.38
3,290.38
211446 SPECTRUM
0.13
0.13
211447 SPIRIT LINE
1,288.71
1,288.71
211448 STUDENT COUNCIL
1,519.15
211450 SWIM TEAM
57.50
1,461.65
173.95
173.95
211452 VICA AUTO
0.00
0.00
211453 VICA PHOTO
0.00
0.00
211454 GIRLS GOLF
95.66
95.66
211455 BOYS GOLF
0.00
0.00
211456 JAG SOPHOMORE
0.00
0.00
211457 VICA Welding
0.00
0.00
211458 JAG JUNIOR
0.00
0.00
211462 FRENCH CLUB
0.00
0.00
211463 CLASS OF 2009
0.00
0.00
570.23
570.23
211466 DIG IT CLUB
0.00
0.00
211467 Class of 2010
0.00
0.00
4,489.15
4,489.15
211470 AVID SENIOR
92.31
92.31
211471 JAG SENIOR
0.00
0.00
211472 CLASS OF 2011
0.00
0.00
53.73
53.73
211465 PROJECT YES
211469 NXT LEVEL DANCE
211473 SPECIAL OLYMPICS/LIFE SKILLS
Page: 1
BEG BALANCE
INCOME
EXPENSE
TRANSFERS
BALANCE
211474 BOYS VOLLEYBALL
156.92
211475 CLASS OF 2012
912.45
211476 IGNITE
151.65
151.65
1,069.30
1,069.30
211477 DECA HOSPITALITY
211478 EUROPE CLUB
156.92
21.50
933.95
0.00
0.00
211479 STUCO/AVID SCHOLARSHIP
1,035.00
1,035.00
211480 CLASS OF 2013
3,050.75
3,050.75
211489 JAG FRESHMAN
0.00
0.00
48.24
48.24
211491 CATALINA EXPLORERS CLUB
1,326.99
1,326.99
211492 CLASS OF 2014
2,010.02
2,010.02
211493 AVID 2013
1,067.32
1,067.32
211494 FFA
353.59
353.59
211495 JAG
0.00
0.00
420.68
420.68
211498 AVID 2015
5.84
5.84
211499 ASTRONOMY
0.82
211490 YEARBOOK
211496 CLASS OF 2015
48,467.53
0.82
2,082.89
2,455.40
0.00
48,095.02
Page: 2
11/12 ELEMENTARY/ MIDDLE SCHOOLS /STAR
Account Range: 500-501-00 through 500-554-25
BEG BALANCE
INCOME
EXPENSE
TRANSFERS
BALANCE
Other Accounts
500-501-00 MISCELLEANOUS
951.95
951.95
500-502-00 DISTRICT PRINTING
5,062.69
5,062.69
500-503-20 DIST. VENDG (PEPSI, TOM, OASI)
1,767.35
500-504-20 ADMIN. PEPSI
2,644.85
500-505-20 PURCHG PEPSI
892.12
500-506-20 STAR ACADEMY
3,048.23
500-507-21 DREXEL BKFAIR
2,232.13
2,102.19
1.66
(610.63)
3,258.91
135.64
2,780.49
80.00
813.78
3,048.23
86.61
2,145.52
500-508-21 ESPERANZA BKFAIR
492.21
500-509-21 GALLEGO BKFAIR
187.45
175.00
12.45
2,930.70
1,202.99
1,727.71
500-510-22 GALLEGO PICTURES
492.21
500-511-23 LIBERTY SCHOLARSHIPS
0.00
500-512-21 LOS AMIGOS BKFAIR
4.39
4.39
500-513-21 LOS NINOS BKFAIR
4,526.52
4,526.52
500-514-21 LOS RANCHITOS BKFAIR
3,389.03
3,389.03
0.00
500-515-22 LOS RANCHITOS PICTURES
131.42
500-516-00 APOLLO BOOKSTORE
294.80
291.91
500-516-20 APOLLO PEPSI
348.72
213.03
500-516-24 APOLLO YRBK
131.42
2.89
107.97
243.66
6,285.99
210.00
5,551.53
944.46
500-517-00 APOLLO PICTURES
590.52
205.43
746.50
49.45
500-517-21 APOLLO BKFAIR
433.35
405.10
28.25
500-518-23 APOLLO SCHOLARSHIP
0.00
0.00
(0.12)
(0.12)
500-519-21 CHAPARRAL BKFR
141.23
141.23
500-519-23 CHAP SCHOLARSHIP
317.90
317.90
500-520-21 CHALLENGER BKFR
689.83
689.83
500-520-24 CHALLENGER YRBK
28.66
28.66
500-521-00 SMS PICTURES
1,173.59
1,173.59
500-522-21 SIERRA BKFR
2,557.63
500-519-00 CHAPARRAL BKST/UNIFORM
500-523-23 SIERRA SCHOLARSHIPS
500-523-24 SIERRA YRBK
500-524-24 SIERRAPEPSI
500-525-21 SUMMIT VIEW BKFR
1,166.46
1,391.17
6,322.75
1,048.36
188.45
188.45
7,371.11
308.34
209.95
518.29
3,368.90
3,368.90
500-527-21 LAUFFER BKFAIR
(32.00)
(32.00)
500-528-00 LAUFFER UNIFORM
629.11
629.11
500-529-21 RIVERA BKFR
500-530-20 CRAYCROFT PEPSI
500-530-21 CRAYCROFT BKFR
500-531-20 MISSION MANOR BOOK FAIR
500-535-21 OCOTILLO BKFR
500-540-00 TEACHERS PE
90.94
90.94
3,270.43
3,270.43
1,202.48
1,202.48
(2,059.17)
(2,059.17)
20.00
20.00
532.45
532.45
500-541-20 MISSION MANOR FACULTY
2,059.98
500-542-20 TRANSPORTATION PEPSI
1,354.65
500-543-20 MAINTENANCE PEPSI
500-550-25 APOLLO ATHLETICS
14.34
1,735.87
500-552-25 CHAPARRAL ATHLETICS
1,747.67
500-553-25 LAUFFER ATHLETICS
2,971.09
500-554-25 SIERRA ATHLETICS
3,900.10
157.07
1,486.72
(160.00)
(95.06)
166.06
500-551-25 CHALLENGER ATHLETICS
2,059.98
25.00
69,963.94
166.06
50.60
425.00
1,310.87
160.00
1,907.67
2,971.09
209.83
2,569.88
16,901.71
3,690.27
0.00
55,632.11
Page: 1
11/12 ELEMENTARY/ MIDDLE SCHOOLS /STAR
Account Range: 800-801-00 through 800-881-50
BEG BALANCE
INCOME
EXPENSE
TRANSFERS
BALANCE
Other Accounts
800-801-00 MISCELLANEOUS
2,111.85
800-802-50 CRAYCROFT SC
3,761.53
800-805-50 DREXEL SC
5,547.11
800-807-50 ELVIRA SC
2,111.85
3,761.53
1,533.52
77.30
294.97
4,090.89
294.97
800-809-50 ESPERANZA SC
7,022.35
2,498.03
800-811-50 GALLEGO SC
5,120.00
2,712.57
4,524.32
45.42
2,452.85
800-813-50 LIBERTY SC
682.30
800-820-50 LOS AMIGOS SC
236.52
236.52
800-822-50 LOS NINOS SC
1,040.05
1,040.05
800-824-50 RIVERA SC
1,323.70
102.17
1,221.53
800-825-50 MISSION MANOR SC
1,828.20
772.45
1,055.75
1,788.99
2,305.99
800-827-50 OCOTILLO SC
800-829-50 SANTA CLARA SC
682.30
0.00
0.00
4,094.98
800-832-50 SUMMIT VIEW SC
627.71
627.71
800-836-50 LOS RANCHITOS
2,907.74
2,907.74
800-837-50 APOLLO SC
12,100.33
134.50
11,965.83
800-839-00 APOLLO BAND
521.54
521.54
800-840-00 APOLLO ATHLEITC CLUB
186.15
186.15
800-844-00 APOLLO CHEER CLUB
907.82
800-850-50 CHAPARRAL SC
800-852-00 CHAP. ORCHESTRA CLUB
800-860-50 CHALLENGER SC
800-860-55 CHALLENGER AVID
800-862-00 CHAL MERCH
800-868-00 SMS NAT'L HONOR SOCIETY
800-869-00 SMS CHESS CLUB
800-870-50 SIERRA SC
16,834.16
907.82
51.38
11,193.52
82.11
5,774.13
(205.00)
1,925.00
154.00
31,560.49
0.00
33,536.49
0.00
1,708.25
1,708.25
0.00
0.00
677.14
677.14
826.84
826.84
12,494.83
3,931.07
8,563.76
800-871-00 SMS AVID
558.72
558.72
800-872-00 SMS FOLKLORICO
236.15
236.15
800-873-00 SMS WRESTLING
378.11
378.11
1,761.50
1,761.50
800-874-00 SMS RAMS STORE
800-875-00 SMS S.U.N.
202.10
800-876-00 SMS JAG STARS
415.93
800-880-50 LAUFFER SC
7,530.47
800-881-50 S.T.A.R. LEADERSHIP
1,333.51
128,809.05
202.10
98.16
317.77
2,598.95
990.47
9,138.95
2,445.33
27,829.52
149.07
1,184.44
358.83
103,783.69
Page: 1
Sunnyside High School
Date Range: Through 7/3/2012
BEG BALANCE
INCOME
EXPENSE
TRANSFERS
BALANCE
Other Accounts
300499 AUX MISC
37.80
6.00
115.59
100.00
100.00
300501 ATHLETIC OFFICIAL'S PAYROLL
2,923.91
13,207.00
19,236.96
4,000.00
893.95
300502 ATHLETICS
9,582.28
62,124.79
52,538.34
(4,000.00)
15,168.73
35.66
100.00
300500 BOOKSTORE
300503 AUTO COLLISION
300504 DEVILAIRE
43.80
115.59
135.66
612.74
612.74
300505 DRAMA
0.00
0.00
300506 JORGE HERNANDEZ
0.00
300507 PHOTO IMAGING
300508 P.S.A.T
300509 SUMMER SCHOOL/HEINTZ
300510 STUDENT STORE
0.00
3,897.26
1,215.00
154.10
895.32
1,020.00
927.00
4,958.16
988.32
1,936.25
1,936.25
420.74
3,456.00
2,600.74
300511 UP WITH CHILDREN
1,566.63
505.57
1,457.51
614.69
300512 YEARBOOK
1,749.10
33,245.00
23,910.25
11,083.85
300513 SCHOLARSHIP
2,456.41
400.00
274.75
1,410.00
3,785.00
1,300.00
300514 AP TESTING
300515 QUINN SCHOLARSHIP
1,276.00
2,856.41
1,665.00
19.75
5,085.00
300516 MICHELLE BENITEZ
0.00
0.00
300517 RED NATION SCHOLARSHIP
0.00
0.00
300518 RESTITUTION ACCT
0.00
0.00
502.47
502.47
300519 FIELD TRIP TRANSPORTATION
300520 KAY COSTIN MEMORIAL
0.00
300521 LOS MESQUITES
998.10
300522 ACADEMIC DECATHALON
216.63
300523 SUMMR SCHOOL
170.00
300524 PEER ADVISORS
505.00
300525 MARIO CASTRO INV
3,492.00
0.00
12,094.84
9,644.06
3,448.88
6,923.73
4,984.85
2,155.51
18,188.00
18,358.00
0.00
505.00
4,821.06
6,192.34
2,120.72
300526 CTE SCHOLARSHIP FOUNDATION
585.00
300527 AIMS FOR EXCELLANCE
775.00
300528 TAPP
450.97
1,041.00
1,307.53
184.44
1,403.04
17,605.00
15,158.30
3,849.74
2,384.97
300529 PARTICIPATION FEE
300530 HANDBOOK ACCT
585.00
775.00
0.00
0.00
300531 NOCHE DE LAS ESTRELLAS
3,252.80
17,255.46
18,123.29
1,302.91
5,319.14
3,416.14
300533 ID ACCOUNT
1,444.19
3,770.00
2,171.30
300534 PROJECT GRADUATION
1,295.58
300535 SCIENCE PROJECT
300536 FROSH EXPERIENCE
300537 GNECCO MEMORIAL
300538 TECH TITANS
4,749.63
1,295.58
0.00
2,923.81
6,221.35
125.00
175.00
739.26
1,019.49
0.00
0.00
55.00
0.00
1,758.75
1,452.09
0.00
300.00
300541 FRESHMAN HOUSE
2,205.91
3,042.89
0.00
300539 AZTEC COLLEGE PROGRAM
300542 PRINCIPAL FUND
(1,000.00)
55.00
0.00
1,425.31
1,522.06
1,000.00
903.25
51,732.76
211,270.46
185,784.12
0.00
77,219.10
Page: 1
User: MICHEL
BEG BALANCE
INCOME
EXPENSE
875.00
375.00
TRANSFERS
BALANCE
Other Accounts
300399 CLUB MISC
300400 3 PT CLUB
987.10
1,014.96
987.10
1,514.96
300401 ALPH ECONOMICS
0.00
300402 ANYTOWN
0.00
0.00
146.15
146.15
300403 BAND
300404 BASEBALL
300405 BLUE DEVIL IMAGES
300406 BOYS GOLF
300407 BOYS TENNIS
300408 CHEERLEADING
300409 COLOR GUARD
300410 CROSS COUNTRY
300411 DECA
0.00
2,702.73
50.00
2,652.73
12,112.07
138.71
11,973.36
11.42
11.42
0.00
2,184.24
0.00
2,542.00
1,994.91
2,731.33
0.00
0.00
221.48
221.48
6,671.16
6,671.16
300412 DRAMA CLUB
0.00
0.00
300413 EL DIABLO
0.29
0.29
930.70
930.70
300414 FOLKLORICO
300415 FOOTBALL CLUB
24,904.36
300416 FOUR FEATHERS
0.00
0.00
111.32
111.32
300417 FRENCH CLUB
300418 SENIOR CLASS
300419 GIRLS BASKETBALL
110.00
11,823.72
15.00
1,057.80
13,190.64
15.00
725.00
332.80
300420 GIRLS SOCCER
108.90
108.90
300421 GIRLS TENNIS
429.75
429.75
300422 GIRLS TRACK
0.00
0.00
1,657.07
1,657.07
300424 CAFE DIABLO
0.00
0.00
300425 IMPACTT
0.00
0.00
300426 JAG/SENIOR
0.00
0.00
300427 JAG JUNIOR
0.00
0.00
300428 JAG SOPH
0.00
0.00
282.58
282.58
300430 SENIOR CLASS OF '05
0.00
0.00
300431 LADIES GOLF
6.55
6.55
300432 DEVIL DANCERS
817.31
817.31
300433 LIFE SKILLS
478.23
478.23
300423 HOSA
300429 JAZZ BAND
300434 LRC COPY
300435 MARIACHI CLUB
300436 MAT MAIDS
0.00
0.00
2,575.77
2,575.77
0.00
0.00
300437 M.E.C.H.A.
514.39
514.39
300438 MESA
166.98
166.98
300439 NAT ART HONR SOCIETY
300440 NHS
300441 NOCHE DE LAS ESTRELLAS
0.00
0.00
50.91
50.91
0.00
0.00
300442 ORCHESTRA
367.46
367.46
300443 PEER MEDIATION CLUB
305.58
305.58
300444 NEOS TEATRO
0.00
0.00
300445 SAAD
0.00
0.00
300446 S.A.S
0.00
0.00
300447 SENIOR CLASS 04
0.00
0.00
300448 SOCCER CLUB
115.69
115.69
300449 SOFTBALL CLUB
880.41
880.41
300450 SENIOR CLASS
0.00
0.00
300451 SPANISH CLUB
52.38
52.38
780.49
780.49
300452 SPORTS MEDICINE
Page: 1
User: MICHEL
300453 STUDENT COUNCIL
300454 THE WRITING DEVILS
BEG BALANCE
INCOME
EXPENSE
604.37
1,800.00
200.00
136.33
300456 TRACK
439.79
300457 VICA AUTO BODY
413.80
300459 VICA PHOTO
300460 VIDEO PROD CLUB
300461 VICA WELDING
BALANCE
2,204.37
1,323.53
300455 TRI M HONOR MUSIC CLB
300458 VICA AUTO MECHANICS
TRANSFERS
1,323.53
136.33
138.12
301.67
413.80
54.07
54.07
354.59
354.59
8,041.53
8,041.53
13.94
300462 VOLLEYBALL
3,690.74
300463 WRESTLING
1,441.66
13.94
4,345.84
1,426.00
2,264.74
3,603.11
2,184.39
0.00
0.00
300465 DO NOT USE!!! (TAPP)
0.00
0.00
300466 HANDBOOK ACCT
0.00
0.00
300467 JV CHEERLEADING
5.00
5.00
300468 PV DEVILS
0.00
0.00
300469 CLASS OF '09
0.00
0.00
300470 GIRLS CROSS COUNTRY
0.00
0.00
300471 LIFE DIRECTIONS
0.00
0.00
331.51
331.51
300473 CLASS OF '10
0.00
0.00
300474 MASCC
0.00
0.00
300475 WILDCAT SOCIETY
5.25
5.25
944.45
944.45
300472 BOYS VOLLEYBALL
300476 YES CLUB
300477 PRISM CLUB
300478 AVID
300479 HATB
253.19
253.19
1,787.97
810.00
977.97
0.00
0.00
468.49
468.49
300481 CLASS OF '11
0.00
0.00
300482 JAG FROSH
0.00
300480 FFA
300483 FBLA
300484 LD SERVICE CLUB
300485 CHILDRENS GARDEN CLUB
300486 SCRAPBOOKING CLUB
300487 SWAT CLUB
300488 CLASS OF '12
297.35
0.00
158.36
455.71
0.00
0.00
50.99
50.99
381.16
381.16
0.00
196.27
300489 M & M MENTORING
2,208.47
300490 CLASS OF '13
5,467.23
0.00
1.26
197.53
2,208.47
0.51
5,467.74
300491 POETRY CLUB
330.00
330.00
300492 CLASS OF'14
806.91
806.91
300493 SWIM CLUB
4.78
4.78
300494 JAG CLUB
0.00
0.00
300495 HELPING HEARTS
50.00
50.00
300496 TRANSITION CLUB
2,355.80
300497 GLEE CLUB
255.16
300498 CLASS OF '15
254.37
95,629.93
391.91
1,963.89
255.16
254.37
9,832.97
21,676.48
0.00
83,786.42
Page: 2
User: MICHEL
BOARD ACTION ITEM
BOARD AGENDA NO.: CA - Use of Facilities #0
Use of Facilities
ACTION TYPE:
Info/Action
ITEM:
SUBMITTED BY:
Anna Maiden, Executive Director Human Resources/Operations and Facilities Planning
Use of Facilities #1
Facility: SUSD Administration Complex/Governing Board Room
Group: Pima County Elections
Purpose: Elections Polling Location
Date(s): Tuesday, August 28 and November 6, 2012
Time(s): 5:00 AM - 9:00 PM
Custodial Fees: $40 per use
Security Fees: Waived
Rental Fees: $30 per use
BUDGET INFORMATION:
REVIEWED BY:
Recommend approval for Use of Facility request as submitted.
ATTACHMENTS:
Name:
CA_7-10-12_1_item.pdf
Description:
Type:
Use of Facilities
Cover Memo
CREATION:
Date/Time:
Department:
7/6/2012 9:30:14 AM
Operations
APPROVALS:
Date/Time:
Approval:
Department:
7/6/2012 10:42 AM
Approved
Superintendent
BOARD ACTION ITEM
BOARD AGENDA NO.: CA - Board Travel Requests #0
Board Travel Request
ACTION TYPE:
Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Governing Board Members will be attending the following conference for 2012-2013.
ASBA Summer Leadership Institute
July 26-28, 2012 - Flagstaff, AZ
The focus of this year's event is "Tackling the Today's Big Issues as a Team." Leadership and governance themes as well as national and state
issues will be explored through expert presentations during the day, with time for networking with other board members and education
professionals.
National School Board Association (NSBA) 2012 Council of Urban Boards of Education (CUBE) Issues Seminar
July 26-28, 2012
New York City, New York
Arizona School Board Association (ASBA) Law Conference
September 6-8, 2012 - Phoenix, AZ
Provides an outstanding review of the challenges facing schools in providing a free and equal education to all. Top legal experts discuss issues
of concern to school leaders and address specific questions in many smaller breakout sessions.
ASBA County Meetings
October - All 15 Arizona Counties
Provides an opportunity for ASBA and its elected County Directors to share issues and solutions to local challenges with members of other
boards in their areas. Board member training accomplishments are celebrated with awards. The Early-Bird Session for School Board
Candidates is followed by dinner, dialog, program and awards.
ASBA New Board Member Orientation
December 12, 2012 - Phoenix
A full-day overview of the basics of board service for newly elected school board members, including governance and practical boardsmanship,
policy, funding, advocacy and board-community relations, as well as an overview of the services and opportunities provided throughout the year
by ASBA to school boards statewide.
55th Annual ASBA-ASA Conference
December 12-14, 2012 - Phoenix
Provides training for new and veteran board members; information breakout sessions on best school practices, exciting speakers and awards
for excellence in education; for new members, training on the basics of what a school board is and how it functions, through legal structure,
powers and duties, finance and employee relations.
National School Board Association (NSBA) 40th Annual Federal Relations Network (FRN) Conference - February 2013, Washington
DC
Congress and the Administration make critical decisions about education policy and education funding that will impact the school district's
future. The District's voice is critical to ensure that the federal education agenda reflects the needs of the public school children in our district
and across the country.
73rd Annual Conference National School Board Association (NSBA)
April 13-15, 2013
San Diego, CA
Leap into Learning - Learn about the latest federal legislative and legal decisions, get money-saving strategies for the district, connect with
fellow school leaders from across the nations, see the latest technology to bring back to the district.
BUDGET INFORMATION:
REVIEWED BY:
ATTACHMENTS:
Name:
Description:
Type:
CREATION:
Date/Time:
Department:
7/6/2012 11:23:23 AM
Superintendent
APPROVALS:
Date/Time:
Approval:
Department:
7/6/2012 12:02 PM
Approved
Superintendent
BOARD ACTION ITEM
BOARD AGENDA NO.: CA - Contract With Outside Agency #0
Extension of the Intergovernmental Agreement between Sunnyside Unified School District and Pima Community
College for the Title I Even Start Family Literacy Program
ACTION TYPE:
Info/Action
ITEM:
SUBMITTED BY:
Eugenia Favela, Ph.D., Assistant Superintendent for Student Services
Respectfully requesting Governing Board approval of the extension to the Intergovernmental Agreement (IGA) between Sunnyside Unified School District
and Pima Community College for the Title I Even Start Family Literacy Program. The extension to the IGA is for an additional one-year period and will
expire in June 2013. The IGA delineates the Even Start Family Literacy Program budget from Title I, which mainly includes the salary and benefits for the
Adult Education Instructor (who also coordinates Even Start activities) for the Family Literacy Program.
This document has been reviewed and approved by legal counsel.
BUDGET INFORMATION:
REVIEWED BY:
Recommend approval of the extension to the IGA between Sunnyside School District and Pima Community College for the Title I Even Start Family
Literacy Program for 2012-2013.
ATTACHMENTS:
Name:
Description:
Type:
Agreement__Titlle_I_Even_Start_Family_Literacy_Program_7- IGA with Pima College for Title I Even Start Family Literacy Program
10-12.pdf
CREATION:
Date/Time:
Department:
7/9/2012 12:28:09 PM
Student Services
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 12:51 PM
Approved
Superintendent
Cover Memo
BOARD ACTION ITEM
BOARD AGENDA NO.: CA - Contract With Outside Agency #0
Intergovernmental Agreement between Sunnyside School District and Pima Community College
ACTION TYPE:
Action
ITEM:
SUBMITTED BY:
Respectfully requesting Governing Board approval of the Intergovernmental Agreement (IGA) between Sunnyside Unified School District and Pima
Community College for the Upward Bound Program. The Upward Bound Program will providing training, mentoring, and enrichment activities for
thirty-three students from Sunnyside High School and thirty students from Desert View High School who are academically and economically at risk.
This document has been reviewed and approved by legal counsel.
BUDGET INFORMATION:
REVIEWED BY:
Recommend approval of the IGA between SUSD and Pima College for the Upward Bound Program.
ATTACHMENTS:
Name:
Description:
Type:
IGA_Upward_Bound_Program_7-10IGA with Pima College for Upward Bound Program
12.pdf
CREATION:
Date/Time:
Department:
7/9/2012 12:18:20 PM
Student Services
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 12:30 PM
Approved
Superintendent
Cover Memo
BOARD ACTION ITEM
BOARD AGENDA NO.: CA - Supplementary Textbooks #0
Amendment to 2012-2013 Educational Planning Guides
ACTION TYPE:
Info/Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Steve Holmes, Assistant Superintendent of Curriculum and Instruction
The Curriculum and Instruction Department respectfully requests Governing Board approval to amend the 2012-2013 Education Planning
Guides for Desert View and Sunnyside High Schools.
We have added two additional CTE Courses to our library of CTE courses receiving core credit.
In accordance with the State Board of Education requirements for High School Graduation (R7-2-302.02):
Local school district governing boards or charter schools may grant to career and technical education and vocational program completer's a
maximum of five and one-half credits to be used toward the Board English, mathematics, science, and economics credit requirements for
graduation
CTE Courses Receiving Core Credit 2012- 2013
Business and Computer Applications and Math Credit: New for 2012-2013
Students who complete four semesters of Business and Computer Applications may opt to count the second year as
a math credit, counting towards the four year math requirement as a course with significant math content.
Updated 6/7/2012
Engineering: New for 2012-2013
Students who complete the six semester sequence of engineering may choose to count the third year as
science/physics credit.
Agriscience:
•Science in Our Environment - Ag is science credit
•Applied Biological Systems - science credit
•Agriscience- semester 1 is CTE credit and semester 2 is science credit. Must take full year for science credit
•Agriscience II - semester 1 is CTE credit and semester 2 is science credit. Must take full year for science credit
Bioscience:
Biotechnology Foundations- Science credit is earned for the successful completion of this course.
BioScience 2: Advanced Biotechnology Methods - Elective credit will be earned for the successful completion of
thiscourse.
Beginning Sports Medicine and Medical Careers:
Upon successful completion of the two-year program students will receive credit toward their graduation
requirement of "Health".
Marketing, Management and Entrepreneurship:
Upon successful completion of the two-year program students will receive credit toward their graduation
requirement of "American Economic Institutions".
BUDGET INFORMATION:
REVIEWED BY:
ATTACHMENTS:
Name:
Description:
Type:
CREATION:
Date/Time:
Department:
6/26/2012 4:47:41 PM
Curriculum and Instruction
APPROVALS:
Date/Time:
Approval:
Department:
7/5/2012 12:52 PM
Approved
Superintendent
BOARD ACTION ITEM
BOARD AGENDA NO.: CA - Business and Finance #0
ACTION TYPE:
Info/Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Bids were solicited for 6,000 cases of copy paper to be stocked in the warehouse for schools and departments for the 2013 FY. Bids were
received from six vendors. The paper was tested and analyzed and the recommendation for award of the bid is to Liberty Paper with a total cost
of $163,993.44. See next page for bid recap with notes. Paper to be paid from M & O Fund 00100. Respectfully request board approval to
award bid as recommended.
BUDGET INFORMATION:
REVIEWED BY:
ATTACHMENTS:
Name:
Copy_Paper.xls
Description:
Type:
Backup Material
CREATION:
Date/Time:
Department:
7/3/2012 3:42:11 PM
APPROVALS:
Date/Time:
Approval:
Department:
7/5/2012 12:29 PM
Approved
Superintendent
6000
1
Description
Recommend award be made to Liberty Paper:
$153840.00 + $10153.44 = $163,993.44
20# bond 500/ream sheets; 10reams/cs $
brand name; model no.
Sub-total
Tax
Total
A sample of Liberty Paper's offer was ordered and received. The sample
was provided to the Mulimedia Center to test. Sandra Coleman ran the
paper in the machines with no issues. Puchasing ran samples of the paper in
their fax, Canon, HP, and Warehouse copy machines and printers with
no issued. Copy One paper is the paper brand awarded for the past 2 orders.
Quanity
Item #
$
173,308.80
Econosource
$
173,308.80
$
16,117.72
$
189,426.52
Unisource
Worldwide
Page 1
$
224,100.00
Xeroz
$
224,100.00
$
20,393.00
$
244,493.00
Xerox
$
147,000.00
GP White Box
$
147,000.00
$
13,377.00
$
160,377.00
Costco
Contract
Paper Group
$
179,820.00
Fascopy/Mill
$
179,820.00
$
14,565.42
$
194,385.42
SUNNYSIDE UNIFIED SCHOOL DISTRICT NO 12
PURCHASING DEPARTMENT
2241 EAST WIEDING ROAD
TUCSON ARIZONA 85706
BID NO.: B-13-28-13 COPY PAPER FOR WAREHOUSE STOCK
$
187,500.00
Boise
$
187,500.00
$
11,437.50
$
198,937.50
Toshiba
$
153,840.00 Reject Costco. Specifications s
Paper one 95 bright
Costco offered 92 bright. Did not
$
153,840.00 We have used 92 bright paper
$
10,153.44 and it does not run well in the c
$
163,993.44
Liberty
Paper
Page 2
Reject Costco. Specifications stated 95 bright.
Costco offered 92 bright. Did not meet specs
We have used 92 bright paper in the past
and it does not run well in the copiers.
BOARD ACTION ITEM
ACTION TYPE:
Info/Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Respectfully request the Governing Board accept the June 2012 report of bids and RFPs that were awarded and contracts renewed by the
Purchasing Office. See report.
BUDGET INFORMATION:
REVIEWED BY:
ATTACHMENTS:
Name:
JUNE_2012.doc
Description:
Type:
Backup Material
CREATION:
Date/Time:
Department:
7/5/2012 6:57:20 AM
APPROVALS:
Date/Time:
Approval:
Department:
7/5/2012 12:30 PM
Approved
Superintendent
BID AWARDS AND CONTRACT RENEWALS
FOR THE PERIOD OF June 2012
Bid Title or
Contract Renewal
Bid/RFP
Number
Successful
Bidder(s)
Bid Amount
Funding Source
Student Insurance
School Admin.
Change-Leadership
Svcs
Grammar Instruction:
Professional
Development
Special Duty Police
Officers Services
RFP 12-03-16
RFP 12-33-18
K & K Insurance
Associates for
Educational Success
Various pricing
Various Pricing.
See award posted
to website
Not to exceed
$50,000
Student funds
19000
Fire Extinguishers:
Inspection,
Maintenance and
Recharging and
Inspection of Fire
Sprinkler Systems
Evaporative Cooling
Cabinet Media
Travel Agency
Services
B-13-03-13
Wildcat Fire Protection
B-13-21-13
RFP 12-38-17
RFP 10-14-14
Empower Educational
Consulting
City of Tucson/Tucson
Police Department
19000
Various hourly
rates. Please see
renewal terms
posted on the
website
Annual
Inspections
$8606.00
00100
Air Cold Supply
$6795.00
00100
RFP 09-05-13
Rio Grande’s Travel 1
00100
SHS LRC
Instructional Videos
Palm Tree Trimming
HVAC Refrigeration
Parts and Supplies
HVAC Compressor
Replacement
Roofing Materials
B-12-110-12
Library Video
Various pricing
see fee schedule
on website
$21,197.32
B-13-19-13
B-13-12-13
Complete Landscaping
Refrigeration Supplies
American Refrigeration
American Refrigeration
$1,363.00
$20,961.48
00100
00100
$50,144.47
00100
B-13-14-13
Allied Building
Products
00100
3rd Party
Commissioning
Energy Verification
Consulting Services
RFP 11-37-13
AGR Consulting
Various pricing.
See recap on
website
$26, 700 for 6
sites. Please see
renewal letter on
website
B-13-18-13
00100
69500
61000
The bid recaps listed on this page can be reviewed by accessing Sunnyside School District’s website at
www.susd12.org. To access the bid recap, double click on Request for Bids On the next page double click
on AWARDED BIDS and it will open up to the bid recaps that are listed. Double click on the Bid No. that
you want to access and you can review it or print it.
BOARD ACTION ITEM
Governing Board Approved Bank Account Signatories
ACTION TYPE:
Action
PREVIOUS ACTION OF
AGENDA ITEM:
July 12, 2011
SUBMITTED BY:
As per SUSD School Board Policy DGA, "Authorized Signatures", respectfully request Governing Board approval of the attached Bank Account
Signatories list as submitted.
BUDGET INFORMATION:
REVIEWED BY:
Recommend approval as submitted
ATTACHMENTS:
Name:
FY13_Bank_Signatories.xls
Description:
Type:
FY13 Bank Signatories
Cover Memo
CREATION:
Date/Time:
Department:
7/5/2012 1:06:54 PM
APPROVALS:
Date/Time:
Approval:
Department:
7/5/2012 2:30 PM
Approved
Superintendent
Wells Fargo Bank Account Signatories
2012-2013
School Board Policy DGA; Authorized Signatures
Account Name and Account Number
Desert View Auxiliary Operations
415953-0823
Desert View Student Activities
415953-0815
District Auxiliary Fund
431127-0227
District Student Activity
415953-0856
Flexible Spending Account
412159-4691
Food Service Clearing
415953-0773
General Clearing
415953-0807
General Revolving
415953-0831
Payroll Direct Deposit
415953-0864
Signatories
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
Jose Gastelum
Raul E. Hodgers
James R. Palacios
Armando Valenzuela III
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
Jose Gastelum
Raul E. Hodgers
James R. Palacios
Armando Valenzuela III
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
1
Title
Superintendent
Chief Financial Officer
Director of Business Operations
Budget Analyst
Director of Human Resources
Principal
Assistant Principal
Assistant Principal
Freshman Academy Principal
Superintendent
Budget Analyst
Principal
Assistant Principal
Assistant Principal
Superintendent
Budget Analyst
Superintendent
Budget Analyst
Superintendent
Budget Analyst
Superintendent
Budget Analyst
Superintendent
Budget Analyst
Superintendent
Budget Analyst
Superintendent
Budget Analyst
Wells Fargo Bank Account Signatories
2012-2013
Account Name and Account Number
Payroll EFT
412108-9569
Sunnyside High School Auxiliary
415953-0799
Sunnyside High School Student Activities
415953-0781
SUSD Third Party Administrator
607132-7909
Signatories
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
Stephen Ybarra
Adriana M. Molina
Ricky Torres
Alissa M. Welch
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
Stephen Ybarra
Adriana M. Molina
Ricky Torres
Alissa M. Welch
Manuel L. Isquierdo
Hector M. Encinas
Kenneth Kmak
Brenda K. Maloney
Anna M. Maiden
2
Title
Superintendent
Budget Analyst
Superintendent
Budget Analyst
Principal
Assistant Principal
Assistant Principal
Superintendent
Budget Analyst
Principal
Assistant Principal
Assistant Principal
Superintendent
Budget Analyst
BOARD ACTION ITEM
ACTION TYPE:
Info/Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Respectfully request the Governing Board accept the June 2012 report with bids and RFPs (Request for Proposals) that were solicited by the
Purchasing Office. See recap.
BUDGET INFORMATION:
REVIEWED BY:
ATTACHMENTS:
Name:
JUNE_2012.doc
Description:
Type:
Backup Material
CREATION:
Date/Time:
Department:
7/5/2012 7:04:00 AM
APPROVALS:
Date/Time:
Approval:
Department:
7/5/2012 12:30 PM
Approved
Superintendent
SUNNYSIDE SCHOOL DISTRICT NO. 12
BID LOG FOR THE MONTH OF June 2012
Bid Number
Bid Opening
Date
Bid Opening
Time
Subject of Bid
B-13-28-13
6/21/12
10:00
Copy Paper for Warehouse
Stock
B-13-29-13
6/21/12
2:00
Locksmith Parts
B-13-30-12
6/26/12
10:00
Mexican Foods (Tortillas)
B-13-31-12
6/26/12
2:00
Refrigeration Supplies
(Freon)
B-13-32-13
6/27/12
10:00
Info Tech Cabling
Supplies
RFP 13-0317
6/27/12
3:00
K-5 Math Professional
Development
B-13-33-13
7/10/12
10:00
MAC-Ro Prizes
B-13-34-13
7/12/12
2:00
Building and Automotive
Glass Supplies and
Accessories
RFP 13-0413
7/12/12
3:00
Vision Care
The bids listed on this page can be reviewed by accessing Sunnyside School District’s website at
www.susd12.org.
To access the bids, double click on Request for Bids, and it will open up to the bids that are
listed. Double click on the Bid No. that you want to access and you can review it or print it.
BOARD ACTION ITEM
Surplus Materials Disposal Request-July 10, 2012
ACTION TYPE:
Info/Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Respectfully request approval from the Governing Board to dispose of various old and worn out equipment and furniture items no longer usable
in the school district to the public through PublicSurplus.Com on-line auction. The items listed on the next page will be auctioned beginning on
July 16th through July 30, 2012. We are requesting that the Governing Board approve the disposal of the surplus materials listed on the
following page at a very competitive public on-line auction process.
BUDGET INFORMATION:
REVIEWED BY:
ATTACHMENTS:
Name:
Description:
SURPLUS_MATERIALS_LIST_JULY_10_2012.doc Surplus Materials Disposal Request
CREATION:
Date/Time:
Department:
7/3/2012 3:23:08 PM
APPROVALS:
Date/Time:
Approval:
Department:
7/5/2012 12:29 PM
Approved
Superintendent
Type:
Backup Material
GOVERNING BOARD AGENDA ITEM
________________________________________________________________________
DATE OF MEETING:
TITLE:
July 10, 2012
Approval of Disposal of Surplus Property via PublicSurplus.Com
_______________________________________________________________________________
BACKGROUND: With Governing Board approval the Administration asks for permission to dispose
of listed items via an online auction that will be conducted on July 16, 2012 thru July 30, 2012. The
following surplus property will be up for auction on www.publicsurplus.com
1
Wheel Truck Balancer
1
Metal Food Service Racks
Lot
1
Small Wheel Computer 1
Commercial Refrigerator
Balancer
and Freezer
2
Scrap Air Compressors 1
Four Old Metal Teacher 1
Lot
Desks
lot
2
Scrap Metal
1
Old Coolant Reclaimer
Lots
1
Scrap Water Cooler
1
Three Parts Washers
Lot
1 Lot Four
Food
Service
Salad Bars
_______________________________________________________________________
RECOMMENDATION: The Administration recommends the Governing Board approve the disposal
of surplus property at a competitive public auction.
________________________________________________________________________
INITIATED BY:
Rene Ayala, Property Control Specialist
________________________________________________________________________
Hector Encinas, Chief Financial Officer
Date: July 10, 2012
_________________________________
Manuel L Isquierdo, Ed.D., Superintendent
07/03/12 3:24 PM
BOARD ACTION ITEM
BOARD AGENDA NO.: CA - Open Enrollment #0
Open Enrollment
ACTION TYPE:
Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Eugenia Favela, Assistant Superintendent
Governing Board policy requires Board approval for all out-of-district open enrollment applications. The following applications have been
received:
2012-2013
Leyba, Leo Adrian - DVHS
Macazani, Jesus - SHS
Reyes, Rosa Isela - SHS
Ramirez, Trevin - SHS
Ruiz, Brittney - SHS
Santa Cruz, Manuel - DVHS
Valenzuela, Clayton - SHS
BUDGET INFORMATION:
REVIEWED BY:
Recommend approval
ATTACHMENTS:
Name:
CREATION:
Description:
Type:
Date/Time:
Department:
7/9/2012 12:15:16 PM
Student Services
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 12:51 PM
Approved
Superintendent
BOARD ACTION ITEM
BOARD AGENDA NO.: General Functions #1
Organzation / Election of Officers
ACTION TYPE:
Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Mr. Buck Crouch, Governing Board Clerk
Mr. Buck Crouch, Governing Board Clerk, will address the Board, in accordance with A.R.S. 15-321. The purpose of the agenda item is to
address the need for an Organization / Election of Officers and the election of the new Governing Board President and Clerk.
Mr. Crouch will open the nominations for the office of President. Once the election is complete, the new President presides over the remainder
of the organizational meeting.
1) Nomination and Election of Governing Board President
The New Governing Board President will open the nomination for the office of Governing Board Clerk.
2) Nomination and Election of Governing Board Clerk
BUDGET INFORMATION:
REVIEWED BY:
1. Recommend approval of (NAME) to be elected President of the Governing Board for the Sunnyside Unified School District No. 12, for the
remainder of the calendar year 2012.
2. Recommend approval of (NAME) to be elected Clerk of the Governing Board for the Sunnyside Unified School District No. 12, for the
remainder of calendar year 2012.
ATTACHMENTS:
Name:
Description:
Type:
ORGANIZATION_MEETING_OF_THE_SUNNYSIDE_GOVERNING_BOARD.doc Organization and Election of Officers
CREATION:
Date/Time:
Department:
7/5/2012 11:11:22 AM
Superintendent
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 9:04 AM
Approved
Superintendent
Cover Memo
ORGANIZATION MEETING OF THE SUNNYSIDE GOVERNING BOARD
Tuesday, July 10, 2012
I.
CALL TO ORDER
Mr. Buck Crouch, Governing Board Clerk, calls the meeting to order in accordance with A.R.S.
15-321.
II.
ELECTION OF PRESIDENT
Mr. Crouch, opens the nominations for the office of president.
Suggested wording and options:
1. I nominate ________________ for the office of president of the Sunnyside Governing
Board (no second required).
2. I move the nominations be closed. A second is required (call for vote).
3. I move __________________ be elected president of the Sunnyside Governing Board. A
second is required. (Call for vote.) The new president presides over the remainder of
the organizational meeting.
III.
ELECTION OF CLERK
1. I nominate ________________ for the office of clerk of the Sunnyside Governing
Board (no second required).
2. I move the nominations be closed. A second is required (call for vote).
3. I move __________________ be elected clerk of the Sunnyside Governing Board. A
second is required. (Call for vote.)
IV.
ESTABLISHMENT OF DATES, TIMES AND PLACES FOR MEETINGS OF THE
GOVERNING BOARD
A motion should be made to establish the time, days, and place for the regularly scheduled
meetings.
1. I move that the regular meetings of the Sunnyside Governing Board be held on the
second and fourth Tuesday’s of each month, at 6:30 p.m., in the Sunnyside District Office
Governing Board Room. A second is required (Call for vote).
V.
A motion to adjourn is required.
ADJOURNMENT
BOARD ACTION ITEM
Adoption of 2012-13 Budget
ACTION TYPE:
Action
PREVIOUS ACTION OF
AGENDA ITEM:
Approval of Proposed 2012-13 Budget - June 26, 2012
SUBMITTED BY:
On June 26, 2012 the Governing Board approved the "Proposed 2012-13 Budget". This budget includes an M&O Budget that reflects the first
"phase down" of the 10% Override approved by the voters in May 2007. This reduction is a result of the unsuccessful November 2011 Override
Election and reduces the override amount in the budget by $2,648,145.
Over the past 5 years, Public Education in the State of Arizona has experienced a dramatic decrease in funding. To illustrate this, attached is a
bar graph which shows exactly how Sunnyside Unified School District has been impacted (M&O, Unrestricted Capital and Soft Capital Budgets
- 2008 thru 2013)
The Budget presented tonight for Governing Board adoption is identical to the budget presented on June 26, 2012:
1. M&O Budget $83,760,468 (down $3.122 million from FY 2011-12)
2. Unrestricted Capital Outlay Budget $1,597,780 (up $31,526 from FY 2011-12)
3. Soft Capital Outlay Budget $686,455 (up $667,959 from FY 2011-12)
4. Federal and State projects budgeted at same levels as FY2011-12 until final allocations
are received.
5. Classroom Site Fund (Prop 301) $5,069,315 (up $1,072,413 from FY 2011-12)
Respectfully requesting that the Governing Board adopt the 2012-13 Budget as submitted.
BUDGET INFORMATION:
REVIEWED BY:
Recommend adoption of the 2012-13 budget as presented.
ATTACHMENTS:
Name:
Description:
M_O_Unrestricted_and_Soft_Capital_Trend_FY2008FY2008 thru 2013 Budget Trends
FY2013_Bar_Graph.xls
2013EXPBUD.xls
Adopted FY13 Budget
CREATION:
Date/Time:
Department:
7/5/2012 10:17:28 AM
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 9:02 AM
Approved
Superintendent
Type:
Cover Memo
Cover Memo
M and O - Soft Capital - Unrestricted
Maintenance & Opr GBL
$
Soft Capital
$
Unrestricted Capital
$
FY2008
96,904,459 $
FY2008
3,816,704 $
FY2008
1,440,038 $
FY2009
96,754,362 $
FY2009
3,357,830 $
FY2009
1,625,484 $
FY2010
95,204,197 $
FY2010
1,370,485 $
FY2010
1,826,014 $
FY2011
86,928,493 $
FY2011
890,382 $
FY2011
3,527,932 $
FY2008 - FY2013
F2012
86,883,259 $
F2012
18,496 $
F2012
1,566,254 $
F2013
83,760,468
F2013
686,455
F2013
1,597,780
Maintenance & Opr GBL
$100,000,000
$96,904,459
$96,754,362
$95,204,197
$95,000,000
$90,000,000
$86,928,493
$86,883,259
$83,760,468
$85,000,000
$80,000,000
$75,000,000
FY2008
FY2009
FY2010
FY2011
F2012
F2013
Soft Capital
$4,500,000
$4,000,000
$3,500,000
$3,000,000
$2,500,000
$2,000,000
$1,500,000
$1,000,000
$500,000
$-
$3,816,704
$3,357,830
$1,370,485
$890,382
$686,455
$18,496
FY2008
FY2009
FY2010
FY2011
F2012
F2013
$1,566,254
$1,597,780
F2012
F2013
Unrestricted Capital
$4,000,000
$3,527,932
$3,500,000
$3,000,000
$2,500,000
$2,000,000
$1,500,000
$1,440,038
$1,625,484
$1,826,014
$1,000,000
$500,000
$-
FY2008
G:bkm/ExpenditureTrends/MOUnrestrictedSC2008-2013
FY2009
FY2010
FY2011
2.
SCHOOL DISTRICT ANNUAL EXPENDITURE BUDGET
$
TOTAL
SIGNED
Rev. 6/12-FY 2013
Preliminar #DIV/0!
Telephone:
District Contact Employee:
E-mail:
Business Manager Signature
contain(s) the data for the budget described above.
Superintendent Signature
Date
June 27, 2012
The budget file(s) for FY 2013 sent to the Arizona Department of Education, via the internet, on
SIGNED
Date
July 10, 2012
Adopted
Revised
June 26, 2012
Proposed
172,000,000
60,000,000
50,000,000
50,000,000
12,000,000
3.1522
1.4138
1.7384
3.7893
7/5/2012 10:19 AM
$
$
3. Soft Capital Allocation (from Budget, page 4, line 19)
4. Total Budget Subject to Budget Limits (line B.1 + B.2 + B.3)
(This line cannot exceed line A.4.)
$
$
$
$
$
2. Unrestricted Capital Outlay (from Budget, page 4, line 10)
1. Maintenance and Operation (from Budget, page 1, line 30)
BUDGETED EXPENDITURES
7. Total Aggregate School District Budget Limit (line A.4 + A.5 - A.6)
6. Title VIII-Impact Aid (from Budget, page 6, Federal Projects, line 16)
5. Federal Projects (from Budget, page 6, line 18)
$
4. Subtotal (line A.1 + A.2 + A.3)
$
$
2. Unrestricted Capital Budget Limit (from Budget, page 8, line A.12)
3. Soft Capital Allocation Limit (from Budget, page 8, line B.12)
$
2.5998
0.4138
1.0000
1.1860
3.8000
Est. Budget FY 2013
TOTAL AGGREGATE SCHOOL DISTRICT BUDGET LIMIT (A.R.S. §15-905.H)
Total Secondary Tax Rate
JTED
Class B Bonds
Class A Bonds
Capital Override
Special Program Override
Special K-3 Program Override
M&O Override
Secondary Tax Rates:
Primary Tax Rate:
Current FY 2012
1. General Budget Limit (from Budget, page 7, line 10)
A.
B.
185,000,000
3. District Tax Rates for Current and Budget Fiscal Years (A.R.S. §15-903.D.4)
4000 $
Federal
2000 $
Intermediate
Version
1000 $
Local
3000 $
We hereby certify that the Budget for the Fiscal Year 2013 was
$
Estimated Revenues by Source for Fiscal Year 2013 (excluding property taxes)
Total Budgeted Revenues for Fiscal Year 2012
State
BY THE GOVERNING BOARD
CTD NUMBER
REVENUES AND PROPERTY TAXATION (This section is not applicable to budget revisions)
Adopted
DISTRICTWIDE BUDGET
1.
COUNTY Pima
STATE OF ARIZONA
FY 2013
DISTRICT NAME Sunnyside Unified School District No. 12
86,044,703
686,455
1,597,780
83,760,468
114,526,203
0
28,481,500
86,044,703
686,455
1,597,780
83,760,468
100212000
Rev. 6/12-FY 2013
100 Regular Education
1000 Classroom Instruction
2000 Support Services
2100 Students
2200 Instructional Staff
2300 General Administration
2400 School Administration
2500 Central Services
2600 Operation & Maintenance of Plant
2900 Other
3000 Operation of Noninstructional Services
610 School-Sponsored Cocurricular Activities
620 School-Sponsored Athletics
630, 700, 800, 900 Other Programs
Regular Education Subsection Subtotal (lines 1-12)
200 Special Education
2100 Students
2900 Other
Subtotal (lines 14-22)
400 Pupil Transportation
510 Desegregation (from Districtwide Desegregation
Budget, page 2, line 44)
520 Special K-3 Program Override
(from Supplement, page 1, line 10)
530 Dropout Prevention Programs
540 Joint Career and Technical Education and Vocational
Education Center (from Supplement, page 1, line 20)
550 K-3 Reading Program
Total Expenditures (lines 13, and 23-29)
(Cannot exceed page 7, line 10)
Expenditures
FUND 001 (M&O)
10,775,000
1,800,000
374.00
90.00
0.00
0.00
0.00
4.00
0.00
25.
26.
27.
28.
29.
0
550,000
56,643,000
30. 1,701.00 1,701.00
0
153,000
0.00
0.00
4.00
15,000
1.00
0
2,100,000
160,000
50.00
3.00
50.00
3.00
0.00
0.00
0.00
0.00
0.00
0.00
373.00
95.00
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
8,500,000
320.00
6,608,572
0
0
52,572
0
1,901,000
100,000
1,400,000
1,000
500,000
6,283,000
0
0
0
55,000
618,000
20,000
5,000
30,000
5,610,000
50,000
75,000
4,555,000
125,000
15,000
125,000
15,000
80,000
100,000
4,600,000
500,000
6600
Supplies
5,000
150,000
200,000
250,000
150,000
325,000
2,000,000
1,400,000
Purchased
Services
6300, 6400,
6500
7/5/2012 10:19 AM
14,178,496
0
126,206
0
40,000
0
2,496,000
450,000
6,000
460,000
30,000
2,000,000
11,066,290
43,365,000
320.00
25,000
5,000
140,000
110,000
50,000
640,000
14.
850,000
525,000
100,000
900,000
450,000
1,197,496
3,400,000
2,100,000
415,000
3,900,000
2,000,000
4,800,000
2.
120.00
120.00
3.
65.00
65.00
4.
6.00
6.00
5.
100.00
100.00
6.
150.00
150.00
7.
230.00
230.00
8.
0.00
9.
4.00
4.00
10.
2.00
2.00
11.
0.00
4.00
12.
0.00
13. 1,229.00 1,233.00
6,873,794
6200
25,950,000
552.00
6100
Salaries
CTD NUMBER
100212000
6800
Other
47,400
0
0
0
2,900
1,400
500
1,000
44,500
0
500
3,000
20,000
10,000
2,000
1,000
8,000
MAINTENANCE AND OPERATION (M&O) FUND
Employee
Benefits
COUNTY Pima
552.00
1.
No. of
Personnel
Current Budget
FY
FY
Totals
86,883,259
0
0
245,572
0
4,221,400
147,000
0
0
0
21,000
0
0
16,130,400
3,324,432
11,741,000
4,505,500
3,008,000
860,000
5,155,000
3,125,000
13,192,983
0
273,000
59,500
950,000
0
67,182,855
36,053,872
Current
FY
2012
83,760,468
0
676,206
0
245,572
0
3,981,400
196,500
0
0
0
21,000
0
0
15,229,900
2,968,000
11,031,000
4,415,500
2,953,000
800,000
5,040,000
2,877,000
12,598,496
0
265,000
55,000
905,000
0
64,640,790
34,731,794
Budget
FY
2013
VERSION
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
Page 1 of 8
-3.6% 30.
0.0% 28.
29.
0.0% 26.
0.0% 27.
0.0% 25.
-5.7%
33.7%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
-5.6%
-10.7%
-6.0% 14.
-2.0%
-1.8%
-7.0%
-2.2%
-7.9%
-4.5%
0.0%
-2.9%
-7.6%
-4.7%
0.0%
-3.8%
-3.7% 1.
%
Increase/
Decrease
Adopted
Rev. 6/12-FY 2013
Estimated FTE Certified Employees
(A.R.S. §15-903.E.2)
Current FY
1,123.00
Budget FY
1,123.00
(A.R.S. §§15-761 and 15-903)
Current FY
1. Autism
700,000
2. Emotional Disability
2,000,000
3. Hearing Impairment
50,000
4. Other Health Impairments
70,000
5. Specific Learning Disability
4,200,000
6. Mild, Moderate or Severe Intell. Disab.*
2,000,000
7. Multiple Disabilities
400,000
8. Multiple Disabilities with S.S.I.**
0
9. Orthopedic Impairment
150,000
10. Developmental Delay
300,000
11. Preschool Severe Delay
500,000
12. Speech/Language Impairment
1,400,000
13. Traumatic Brain Injury
30,000
14. Visual Impairment
50,000
15. Subtotal (lines 1 through 14)
11,850,000
16. Gifted Education
700,000
17. Remedial Education
0
18. ELL Incremental Costs
1,800,000
19. ELL Compensatory Instruction
0
20. Vocational and Technological Education
1,780,400
21. Career Education
0
22. Total (lines 15 through 21. Must equal
total of line 23, page 1)
16,130,400
* Intellectual Disability (formerly Mental Retardation)
** Severe Sensory Impairment
Proposed Ratios for Special Education
Teacher-Pupil 1 to 15
(A.R.S. §§15-903.E.1 and 15-764.A.5)
Staff-Pupil 1 to 7
SPECIAL EDUCATION PROGRAMS BY TYPE (M&O Fund Program 200)
15,229,900 22.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
900,000 18.
19.
1,229,900 20.
21.
700,000
1,885,000
23,000
47,000
3,950,000
2,450,000
590,000
0
150,000
300,000
500,000
1,400,000
62,000
43,000
12,100,000
1,000,000
Budget FY
COUNTY Pima
100212000
VERSION
Adopted
$
65,415
400
Resident 16,675.030
Resident 16,360.485
7/5/2012 10:19 AM
Estimated Transportation Revenues for FY 2013
Estimated transportation revenues (object code 1400) to be received
Expenditures Budgeted in the M&O Fund for Food Service
Amount budgeted in M&O for Food Service (Fund 001, Function 3100)
(This amount will be used to determine district compliance with state matching
requirements pursuant to Code of Federal Regulations (CFR) Title 7, §210.17(a)]
Average Daily Membership
A. FY 2012 Average Daily Membership:
B. FY 2011 Average Daily Membership:
$
$
Page 2 of 8
-
180,000
Attending 16,675.648
Attending 16,393.800
FY 2013 Performance Pay (A.R.S. §15-920)
Amount Budgeted in M&O Fund for a Performance Pay Component
Do not report budgeted amounts for the Performance Pay Component of the Classroom Site Fund on this line.
Expenditures Budgeted for Audit Services
M&O Fund - Nonfederal
6350
All Funds - Federal
6330
Special Education Budgeted in SCA Fund
Current FY
Budget FY
Amount budgeted in SCA Fund for Special Education
10,000
(Only include programs listed in A.R.S. §15-761 (shown on lines 1-14 in the table to the left.)
NOTE: Do not include SCA Fund amounts in the Current FY or Budget FY columns in the table to the left.
CTD NUMBER
Rev. 6/12-FY 2013
Classroom Site Fund 011 - Base Salary
2100 Support Services - Students
2200 Support Services - Instructional Staff
Program 100 Subtotal (lines 1-3)
Other Programs (Specify) ____500/600/900__________
Other Programs Subtotal (lines 9-11)
Total Expenditures (lines 4, 8, and 12)
Classroom Site Fund 012 - Performance Pay
Other Programs (Specify) _____________________
Total Expenditures (lines 17, 21, and 25)
Classroom Site Fund 013 - Other
Other Programs (Specify) _____________________
2100, 2200 Support Serv. Students & Instructional Staff
Total Expenditures (lines 30, 34, 35, and 38)
Total Classroom Site Funds (lines 13, 26, and 39)
Expenditures
7,200
169,440
38,700
3,600
42,300
40,000
941,600
1,100,000
70,000
150,000
1,320,000
215,000
20,000
235,000
14.
15.
16.
17.
18.
19.
20.
21.
360
281,289
72,000
3,600
75,600
270
270
400,986
851,715
2,000
1,557,000
1,200,000
75,000
20,000
1,295,000
400,000
20,000
420,000
2,500
1,500
1,500
1,719,000
4,217,600
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
39.
40.
450
307,566
13,500
3,600
324,666
360
2,000
22.
23.
24.
25.
26.
199,029
12,600
27,000
238,629
3,600
3,600
171,600
20,000
20,000
30,840
151,600
20,000
5.
6.
7.
8.
9.
10.
11.
12.
13.
27,240
3,600
640,000
60,000
30,000
730,000
115,200
10,800
5,400
131,400
Employee Benefits
6200
1.
2.
3.
4.
Salaries
6100
Purchased Services
6300, 6400,
6500 (1)
0
0
0
0
0
COUNTY Pima
Supplies
6600
0
0
0
0
0
0
7/5/2012 10:19 AM
Other Interest
6850
Totals
1,250
0
1,250
1,316,937
3,996,902
2,360
162,500
18,750
0
181,250
1,079,377
35,000
17,700
1,132,077
6,250
6,250
0
12,500
1,942,042
1,770
0
1,770
2,119,986
5,069,315
2,950
472,000
23,600
0
495,600
1,507,566
88,500
23,600
1,619,666
2,360
0
0
2,360
1,838,289
253,700
23,600
0
277,300
1,299,029
82,600
177,000
1,558,629
1,467,042
62,500
187,500
1,717,042
187,500
18,750
6,250
212,500
23,600
23,600
0
47,200
1,111,040
178,840
23,600
0
202,440
755,200
70,800
35,400
861,400
Budget FY
2013
100212000
6,250
1,250
0
7,500
737,923
146,320
8,500
0
154,820
531,853
31,250
12,500
575,603
Current FY
2012
CTD NUMBER
31.
32.
33.
34.
27.
28.
29.
30.
22.
23.
24.
25.
26.
18.
19.
20.
21.
14.
15.
16.
17.
9.
10.
11.
12.
13.
5.
6.
7.
8.
1.
2.
3.
4.
41.6%
0.0%
41.6%
61.0%
26.8%
36.
37.
38.
39.
40.
25.0% 35.
190.5%
25.9%
0.0%
173.4%
39.7%
152.9%
33.3%
43.1%
-62.2%
-100.0%
0.0%
-81.1%
-5.3%
35.3%
25.9%
-100.0%
30.5%
-11.5%
32.2%
-5.6%
-9.2%
277.6%
1788.0%
0.0%
529.3%
50.6%
22.2%
177.6%
0.0%
30.8%
42.0%
126.6%
183.2%
49.7%
%
Increase/
Decrease
(1) For FY 2013, the district has budgeted $
in Fund 010,
object code 6590 for Classroom Site Fund pass-through payments to districtsponsored charter schools. This amount is not included in the amounts reported
for Fund 013.
VERSION Adopted
Page 3 of 8
Detail by object code:
Includes interest on Capital Equity Fund loans of
(4)
Rev. 6/12-FY 2013
Includes principal on Capital Equity Fund loans of
Unrestricted
Capital Outlay
$
50,000
50,000
200,000
700,000
50,000
547,780
(3)
6641 Library Books
6642 Textbooks
6643 Instructional Aids
6731 Furniture and Equipment
6734 Vehicles
6737 Tech Hardware & Software
(2)
$
$
Interest (4)
6840, 6850
0
0
All Other
Object Codes
(UCO-type
excluding 6900)
0
0
All Other
Object Codes
(M&O-type
excluding 6900)
VERSION
$
9,078
200,000
0
180,000
12,500
0
75,000
396,000
1,566,254
Enter the amount budgeted in UCO and SCA for Food Service
[Amounts will be used to determine district compliance with state
matching requirements pursuant to CFR Title 7, §210.17(a)]
250,000
- , interest on capital leases of
$
$
7/5/2012 10:19 AM
- , and interest on bonds of
- , and principal on bonds of
(6) Expenditures, if any, budgeted in the Unrestricted Capital Outlay Fund on lines 2-9 for the K-3 Reading
Program as described in A.R.S. §15-211, added by Laws 2012, Ch. 300, §2.
436,455
$
$
-
-
-
150,000
0
0
0
0
0
0
686,455
536,455
151,780
75,000
175,000
50,000
0
50,000
396,000
1,597,780
700,000
702,754
Budget
FY
2013
0
.
.
Totals
0
Current
FY
2012
Unrestricted
Capital Outlay
0
396,000
396,000
Redemption of
Principal (3)
6830
(5) Expenditures Budgeted in Unrestricted Capital Outlay (UCO) and Soft Capital Allocation (SCA) Funds
for Food Service
50,000
200,000
901,780
50,000
151,780
75,000
175,000
50,000
400,000
Property (2)
6700
- , principal on capital leases of
50,000
436,455
200,000
100212000
0
100,000
12.
13.
14.
15.
16.
17.
18.
19.
Soft Capital
Allocation
CTD NUMBER
9,418
0
0
0
0
0
0
18,496
336,455
11.
(1) Amounts in the Unrestricted Capital Outlay Override line 1 above must be
included in the appropriate individual line items for Fund 610 and in the Budget
Year Total Column.
1000 Instruction
2100, 2200 Students and Instructional Staff
2300, 2400, 2500, 2900 Administration
2700 Student Transportation
3000 Operation of Noninstructional Services (5)
4000 Facilities Acquisition and Construction
5000 Debt Service
Total Soft Capital Allocation Fund (lines 11-18)
0
3.
4.
5.
6.
7.
8.
9.
10.
Soft Capital Allocation Fund 625
300,000
2.
1000 Instruction
2300, 2400, 2500, 2900 Administration
3000 Operation of Noninstructional Services (5)
5000 Debt Service
Total Unrestricted Capital Outlay Fund (lines 2-9)
0
300,000
1.
Rentals
6440
COUNTY Pima
UNRESTRICTED CAPITAL OUTLAY (UCO) AND SOFT CAPITAL ALLOCATION (SCA) FUNDS
Library Books,
Textbooks,
& Instructional
Aids (2)
6641-6643
Unrestricted Capital Outlay Override (1)
Unrestricted Capital Outlay Fund 610 (6)
Expenditures
FUNDS 610 AND 625
$
3.
4.
5.
6.
7.
8.
9.
10.
-
Page 4 of 8
Soft Capital
Allocation
1492.7%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
3611.4%
12.
13.
14.
15.
16.
17.
18.
19.
5809.4% 11.
-24.1%
--2.8%
300.0%
0.0%
-33.3%
0.0%
2.0%
-0.4% 2.
%
Increase/
Decrease
0.0% 1.
Adopted
Rev. 6/12-FY 2013
1000 Instruction
2300, 2400, 2500, 2900 Administration
5000 Debt Service
Total New School Facilities Fund Expenditures (lines 19-26)
New School Facilities Fund 695
1000 Instruction
2300, 2400, 2500, 2900 Administration
5000 Debt Service
Total Building Renewal Fund Expenditures (lines 10-17)
Building Renewal Fund 690
1000 Instruction
2300, 2400, 2500, 2900 Administration
5000 Debt Service
Total Bond Building Fund Expenditures (lines 1-8)
Bond Building Fund 630
Expenditures
FUNDS 630, 690, and 695
0
0
0
0
0
0
7/5/2012 10:19 AM
2,000,000
0
0
0
0
0
0
0
0
10,180,000
0
10,180,000
20.
21.
22.
23.
24.
25.
26.
27.
0
0
19.
2,000,000
1,000,000
0
0
0
0
0
2,000,000
0
2,000,000
0
0
0
0
0
0
1,000,000
0
1,000,000
0
100,000
300,000
2,000,000
1,000,000
0
6,426,000
0
17,826,000
20,000
300,000
600,000
5,580,000
0
2,000,000
0
14,692,775
Budget FY
2013
8,000,000
Totals
100212000
6,192,775
Current FY
2012
0
0
0
0
0
1,000,000
0
1,000,000
0
0
All Other
Object Codes
(excluding 6900)
11.
12.
13.
14.
15.
16.
17.
18.
0
0
Other
Interest
6850
0
Redemption
of Principal
6830
CTD NUMBER
10.
1,000,000
17,826,000
100,000
300,000
2,000,000
1,000,000
0
6,426,000
Property
6700
2.
3.
4.
5.
6.
7.
8.
9.
0
COUNTY Pima
BOND BUILDING AND CAPITAL FUNDS
8,000,000
Salaries
6100
Employee
Benefits
6200
1.
0.0%
0.0%
0.0%
0.0%
0.0%
-80.4%
0.0%
-80.4%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
400.0%
0.0%
233.3%
-82.1%
0.0%
221.3%
0.0%
21.3%
29.2%
%
Increase/
Decrease
Renovation
VERSION
Page 5 of 8
New Construction
Adopted
20.
21.
22.
23.
24.
25.
26.
27.
19.
11.
12.
13.
14.
15.
16.
17.
18.
10.
2.
3.
4.
5.
6.
7.
8.
9.
1.
Rev. 6/12-FY 2013
INSTRUCTIONAL IMPROVEMENT FUND (020)
1. Teacher Compensation Increases
2. Class Size Reduction
3. Dropout Prevention Programs (M&O purposes)
4. Instructional Improvement Programs (M&O purposes)
5. Total Instructional Improvement Fund (lines 1-4)
FEDERAL PROJECTS
1. 100-130 ESEA Title I - Helping Disadvantaged Children
2. 140-150 ESEA Title II - Prof. Dev. and Technology
3. 160 ESEA Title IV - 21st Century Schools
4. 170-180 ESEA Title V - Promote Informed Parent Choice
5. 190 ESEA Title III - Limited Eng. & Immigrant Students
6. 200 ESEA Title VII - Indian Education
7. 210 ESEA Title VI - Flexibility and Accountability
8. 220 IDEA Part B
9. 230 Johnson-O'Malley
10. 240 Workforce Investment Act
11. 250 AEA - Adult Education
12. 260-270 Vocational Education - Basic Grants
13. 280 ESEA Title X - Homeless Education
14. 290 Medicaid Reimbursement
15. 374 E-Rate
16. 378 Impact Aid
17. 300-399 Other Federal Projects (Besides E-Rate & Impact Aid)
18. Total Federal Project Funds (lines 1-17)
STATE PROJECTS
19. 400 Vocational Education
20. 410 Early Childhood Block Grant
21. 420 Ext. School Yr. - Pupils with Disabilities
22. 425 Adult Basic Education
23. 430 Chemical Abuse Prevention Programs
24. 435 Academic Contests
25. 450 Gifted Education
26. 455 Family Literacy Program
27. 460 Environmental Special Plate
28. 465-499 Other State Projects
29. Total State Project Funds (lines 19-28)
30. Total Special Projects (lines 18 and 29)
SPECIAL PROJECTS
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
320.00
0
0
1,000,000
200,000
1,200,000
Current FY
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
314.00
NO. OF PERSONNEL
Budget FY
Current FY
150.00
150.00
15.00
15.00
1.00
1.00
0.00
0.00
10.00
10.00
1.00
1.00
0.00
0.00
110.00
110.00
0.00
1.00
0.00
0.00
0.00
0.00
5.00
5.00
0.00
0.00
2.00
2.00
10.00
0.00
0.00
0.00
20.00
15.00
314.00
320.00
1.
2.
3.
4.
5.
93,000
0
0
0
0
0
0
0
0
500,000
593,000
29,074,500
7/5/2012 10:19 AM
0
0
1,000,000
500,000
1,500,000
Budget FY
93,000
0
0
0
0
0
0
0
0
500,000
593,000
29,074,500
TOTAL ALL FUNCTIONS
Current FY
Budget FY
15,000,000
15,000,000
1,300,000
1,300,000
250,000
250,000
0
0
1,200,000
1,200,000
130,000
130,000
0
0
5,000,000
5,000,000
31,500
31,500
0
0
0
0
450,000
450,000
120,000
120,000
500,000
500,000
500,000
500,000
0
0
4,000,000
4,000,000
28,481,500
28,481,500
COUNTY Pima
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
100212000
0
0
0
0
6000
6000
6000
6000
-
0
0
120,000
0
0
0
10,000,000
500,000
600,000
600,000
500,000
1,500,000
0
0
0
300,000
50,000
500,000
700,000
10,000
0
0
0
5,000
1,800,000
38,000
0
0
0
0
250,000
0
0
8,000,000
0
0
10,000,000
Current FY
VERSION
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
6000
(1) From Supplement, page 3, line 10 and line 20, respectively.
(2) Indicate amount budgeted in Fund 500 for M&O purposes $
OTHER FUNDS (DO NOT Add to Aggregate)
1.
050 County, City, and Town Grants
2.
071 Structured English Immersion (1)
3.
072 Compensatory Instruction (1)
4.
500 School Plant (Lease over 1 year) (2)
5.
505 School Plant (Lease 1 year or less)
6.
506 School Plant (Sale)
7.
510 Food Service
8.
515 Civic Center
9.
520 Community School
10.
525 Auxiliary Operations
11.
526 Extracurricular Activities Fees Tax Credit
12.
530 Gifts and Donations
13.
535 Career & Tech. Ed. & Voc. Ed. Projects
14.
540 Fingerprint
15.
545 School Opening
16.
550 Insurance Proceeds
17.
555 Textbooks
18.
565 Litigation Recovery
19.
570 Indirect Costs
20.
575 Unemployment Insurance
21.
580 Teacherage
22.
585 Insurance Refund
23.
590 Grants and Gifts to Teachers
24.
595 Advertisement
25.
596 Joint Technical Education
26.
620 Adjacent Ways
27.
639 Impact Aid Revenue Bond Building
28.
640 School Plant - Special Construction
29.
650 Gifts and Donations
30.
660 Condemnation
31.
665 Energy and Water Savings
32.
686 Emergency Deficiencies Correction
33.
691 Building Renewal Grant
34.
700 Debt Service
35.
720 Impact Aid Revenue Bond Debt Service
36.
750 Permanent
37.
Other __85500 Employee Insurance_____
INTERNAL SERVICE FUNDS 950-989
1.
9___ Self-Insurance
2.
955 Intergovernmental Agreements
3.
9__ OPEB
4.
9___ ______________________
CTD NUMBER
Page 6 of 8
0
0
0
0
10,000,000
400,000
500,000
600,000
500,000
1,200,000
0
0
0
200,000
50,000
400,000
700,000
10,000
0
0
0
30,000
1,800,000
38,000
0
0
0
0
250,000
0
100,000
10,000,000
0
0
10,000,000
0
24,700
4,000
0
0
Budget FY
Adopted
1.
2.
3.
4.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
DISTRICT NAME Sunnyside Unified School District NCOUNTY
Pima
CTD NUMBER
VERSION
100212000
Adopted
CALCULATION OF FY 2013 GENERAL BUDGET LIMIT
(A.R.S. §15-947.C)
A.
Maintenance
and Operation
1. (a) FY 2013 Revenue Control Limit (RCL)
(from Work Sheet E, line VIII, or Work Sheet F, line III)
* (b) Plus Adjustment for Growth (1)
$
76,718,109
$
76,718,109
$
4,209,864
B.
Unrestricted
Capital Outlay
* (c) Increase or (Decrease) in 03 District High School Tuition
Payments (A.R.S. §15-905.J) (1)
(d) Adjusted RCL
2. (a) FY 2013 Capital Outlay Revenue Limit (CORL) (from
Work Sheet H, lines VII.E.1 and VII.F.1)
* (b) CORL Reduction for State Budget Adjustments (from Work
Sheet H, lines VII.E.2 and VII.F.2)
3.
*
*
*
*4.
*5.
$
76,718,109
$
0
1,554,372
(c) Adjusted CORL
$
2,655,492
FY 2013 Override Authorization (A.R.S. §§15-481 and 15-482)
(a) Maintenance and Operation
(b) Unrestricted Capital Outlay
(c) Special Program
Small School Adjustment for Districts with a Student Count of 125 or less in K-8 or 100
or less in 9-12 (A.R.S. §15-949) (If phase-down applies, see Work Sheets K and K2)
Tuition Revenue (A.R.S. §§15-823 and 15-824)
Local
(a) Individuals and Other Private Sources
(b) Other Arizona Districts
(c) Out-of-State Districts and Other Governments
1,065,492
1,590,000
5,304,244
25,000
State
(d) Certificates of Educational Convenience (A.R.S. §§15-825, 15-825.01, and 15-825.02)
*6. State Assistance (A.R.S. §15-976) and Special Ed. Voucher Payments Received (A.R.S. §15-1204)
*7. Increase Authorized by County School Superintendent for Accommodation Schools
(not to exceed Work Sheet S, line II.B.5) (A.R.S. §15-974.B)
8. Budget Increase for:
(a) Desegregation Expenditures (A.R.S. §15-910.G-K)
* (b) Tuition Out Debt Service (from Work Sheet O, line 7) (A.R.S. §15-910.L)
0
* (c) Budget Balance Carryforward (from Work Sheet M, line 12) (A.R.S. §15-943.01)
333,259
(d) Dropout Prevention Programs (Laws 1992, Ch. 305, §32 and Laws 2000, Ch. 398, §2)
* (e) Assistance for Education (A.R.S. §15-973.01) (1)
(f) Registered Warrant or Tax Anticipation Note Interest Expense Incurred in
FY 2011 (A.R.S. §15-910.M)
245,572
18,792
* (g) Joint Career and Technical Education and Vocational Education Center (A.R.S. §15-910.01)
* (h) FY 2012 Career Ladder Unexpended Budget Carryforward (from Work
Sheet M, line 6.f) (A.R.S. §15-918.04.C)
* (i) FY 2012 Optional Performance Incentive Program Unexpended Budget
Carryforward (from Work Sheet M, line 6.g) (A.R.S. §15-919.04)
50,000
0
* (j) FY 2012 Performance Pay Unexpended Budget Carryforward (from Work
Sheet M, line 6.h) (A.R.S. §15-920)
(k) Excessive Property Tax Valuation Judgments (A.R.S. §§42-16213 and 42-16214)
* (l) Transportation Revenues for Attendance of Nonresident Pupils (A.R.S. §15-947)
*9. Adjustment to the General Budget Limit (A.R.S. §§15-105, 15-272, 15-905.M, 15-910.02,
and 15-915) (Do not use this line as a subtotal) (2)
10. FY 2013 General Budget Limit (column A, lines 1 through 9)
(A.R.S. §15-905.F) (page 1, line 30 cannot exceed this amount)
11. Total Amount to be Used for Capital Expenditures (column B, lines 1 through 8)
( A.R.S. §15-905.F) (to page 8, line A.11)
0
0
$
83,760,468
$
1,590,000
* Subject to adjustment prior to May 15 as allowed by A.R.S. Revisions are described in the instructions for these lines, as needed.
(1) For budget adoption, this line should be left blank.
(2) This line can be used to adjust the FY 2013 GBL for any of the following: (1) reductions for (a) exceeding the prior year(s) GBL, (b) exceeding the prior
year(s) M&O section of the Budget, or (c) Early Graduation Scholarship, or (2) reductions or increases due to (a) transfers to/from the EWS Fund, (b)
A.R.S. §15-915 adjustments as approved by ADE, or (c) other adjustments as notified by ADE. NOTE: In accordance with Laws 2012, Ch. 300, §14, the
Early Graduation Scholarship Program has been suspended for FY 2013.
Rev. 6/12-FY 2013
7/5/2012 10:19 AM
Page 7 of 8
DISTRICT NAME Sunnyside Unified School District No. 1 COUNTY
Pima
CTD NUMBER
VERSION
100212000
Adopted
UNRESTRICTED CAPITAL BUDGET LIMIT, SOFT CAPITAL ALLOCATION LIMIT, AND CLASSROOM SITE FUND
BUDGET LIMIT (A.R.S. §15-947.D and .E and A.R.S. §15-978)
CALCULATION OF UNRESTRICTED CAPITAL BUDGET LIMIT
A. 1. FY 2012 Unrestricted Capital Budget Limit (UCBL)
(from FY 2012 latest revised Budget, page 8, line A.12)
2. Total UCBL Adjustment for prior years as notified by ADE on BUDG75 report (For budget
adoption, use zero.)
3. Adjusted Amount Available for FY 2012 Capital Expenditures (line A.1 + A.2)
4. Amount Budgeted in Fund 610 in FY 2012
(from FY 2012 latest revised Budget, page 4, line 10)
5. Lesser of lines A.3 or A.4
6. FY 2012 Fund 610 Actual Expenditures (For budget adoption use actual expenditures
to date plus estimated expenditures through fiscal year-end.)
7. Unexpended Budget Balance in Fund 610 (line A.5 minus A.6) If negative, use zero in
-calculation, but show negative amount here in parentheses.
8. Interest Earned in Fund 610 in FY 2012
9. Monies deposited in Fund 610 from School Facilities Board for donated land (A.R.S. §15-2041.F)
$
1,574,355
$
$
1,574,355
$
$
1,566,254
1,566,254
$
1,566,254
$
$
$
0
7,780
10. Adjustment to UCBL for FY 2013 (A.R.S. §15-905.M) (1)
$
0
11. Amount to be Used for Capital Expenditures (from page 7, line 11)
$
1,590,000
12. FY 2013 Unrestricted Capital Budget Limit (lines A.7 through A.11) (2)
$
1,597,780
$
18,496
$
$
$
$
18,496
18,496
18,496
$
18,496
$
$
$
$
0
12,800
3,700,591
11. Adjustment to SCAL for FY 2013 (A.R.S. §15-905.M) (3)
$
(3,026,936)
12. FY 2013 Soft Capital Allocation Limit (Add lines B.7 through B.11) (4)
$
686,455
$
3,996,902
$
$
$
$
$
$
3,496,220
500,682
690
4,567,941
0
5,069,313
CALCULATION OF SOFT CAPITAL ALLOCATION LIMIT
B. 1. FY 2012 Soft Capital Allocation Limit (SCAL)
(from FY 2012 latest revised Budget, page 8, line B.12)
2. Total SCAL Adjustment for prior years as notified by ADE on BUDG75 report
(For budget adoption, use zero.)
3. Adjusted FY 2012 SCAL (line B.1 + B.2)
4. Amount Budgeted in Fund 625 in FY 2012 (from FY 2012 latest revised Budget, page 4, line 19)
5. Lesser of lines B.3 or B.4
6. FY 2012 Fund 625 Actual Expenditures (For budget adoption use actual expenditures
7. Unexpended Budget Balance in Fund 625 (line B.5 minus B.6) If negative, use zero in
-calculation, but show negative amount here in parentheses.
8. Interest Earned in Fund 625 in FY 2012
9. Soft Capital Allocation (from Work Sheet I, lines V.E.1 and V.F.1)
10. Capital Transportation Adjustment Approved by State Board of Education (A.R.S. §15-963.B)
CALCULATION OF CLASSROOM SITE FUND BUDGET LIMIT
C. 1. FY 2012 Classroom Site Fund Budget Limit (from FY 2012 latest revised Budget, page 8, line C.7)
2. FY 2012 Classroom Site Fund Actual Expenditures (For budget adoption use actual expenditures
3. Unexpended Budget Balance in Classroom Site Fund (line C.1 minus C.2)
4. Interest Earned in the Classroom Site Fund in FY 2012
5. FY 2013 Classroom Site Fund Allocation (provided by ADE, based on $227) (5)
6. Adjustments to FY 2013 Classroom Site Fund Budget Limit
7. FY 2013 Classroom Site Fund Budget Limit (Sum of lines C.3 through C.6) (6)
(1) This line can be used to adjust the FY 2013 UCBL for any of the following: (1) reductions for (a) exceeding the prior year(s) UCBL or (b) exceeding
the prior year(s) UCO section of the Budget, or (2) reductions or increases due to (a) A.R.S. §15-915 adjustments as approved by ADE, (b) greater
than anticipated growth from FY 2012, or (c) other adjustments as notified by ADE.
(2) The amount budgeted on page 4, line 10 cannot exceed this amount.
(3) This line can be used to adjust the FY 2013 SCAL for any of the following: (1) reductions for (a) exceeding the prior year(s) SCAL or (b) state budget
adjustments, or (2) reductions or increases due to (a) A.R.S. §15-915 adjustments as approved by ADE or (b) other adjustments as notified by ADE.
(4) The amount budgeted on page 4, line 19 cannot exceed this amount.
(5) In accordance with A.R.S. §15-977(G)(1), the per pupil amount is calculated based on estimated available resources in the Classroom Site Fund for
the budget year and adjusted for prior year revenue carryforwards or shortfalls. However, actual payments to districts may differ from the estimated
per pupil Classroom Site Fund allocation.
(6) The sum of the amounts budgeted on page 3, line 40 and footnote (1) on that page, cannot exceed this amount.
Rev. 6/12-FY 2013
7/5/2012 10:19 AM
Page 8 of 8
Use the table below to calculate the amounts for Page 8, section C. These calculations need not be printed as an official part of
the budget forms.
Fund 011
Fund 012
Payments to
Charter Schools
Fund 013
Total Fund 010
1. FY 2012 Classroom Site Fund Budget Limit (from FY
2012 latest revised Budget, page 8, line 7 of the table)
2. FY 2012 Actual Expenditures (For budget adoption
use actual expenditures to date plus estimated
expenditures through fiscal year-end.)
737,923
1,942,042
1,316,937
0
3,996,902
540,472
1,931,620
1,024,128
197,451
10,422
292,809
0
690
0
690
913,589
1,827,177
1,827,177
4,567,941
3,496,220
3. Unexpended Budget Balance (line 1 minus 2)
4. Interest Earned in FY 2012
5. FY 2013 Classroom Site Fund Allocation (provided by
ADE, based on $227) Enter the total allocation in the
Total Fund 010 column. Funds 011, 012, and 013 will
automatically calculate.
0
500,682
6. Adjustments to FY 2013 Classroom Site Fund Budget
Limit *
7. FY 2013 Classroom Site Fund Budget Limit (Sum of
lines 3 through 6) **
0
1,111,040
1,838,289
2,119,986
0
5,069,313
* This line may be used to recapture lost CSF budget capacity that resulted from underbudgeting in prior fiscal years.
** The amounts budgeted on page 3, lines 13, 26, 39, and footnote (1) should not exceed the amounts on this line.
Rev. 6/12-FY 2013
7/5/2012 10:19 AM
Page 8 of 8
Rev. 6/12-FY 2013
DISTRICT NAME
Pima
CTD NUMBER
SUPPLEMENT
TO
SCHOOL DISTRICT ANNUAL EXPENDITURE BUDGET
FOR DISTRICTS THAT BUDGET FOR:
FY 2013
STATE OF ARIZONA
COUNTY
100212000
7/5/2012 10:19 AM
ENGLISH LANGUAGE LEARNERS (A.R.S. §§15-756.04 and 15-756.11)
JOINT CAREER AND TECHNICAL EDUCATION AND VOCATIONAL EDUCATION CENTER (A.R.S. §15-910.01)
SPECIAL K-3 PROGRAM OVERRIDE (A.R.S. §15-903.D and Laws 2010, Ch. 179, §4)
VERSION
Adopted
Rev. 6/12-FY 2013
2100 Students
2900 Other
Subtotal (lines 1-9) (to Budget, page 1, line 26)
540 Joint Career and Technical Education & Vocational Education Center
2100 Students
2900 Other
Subtotal (lines 11-19) (to Budget, page 1, line 28)
Expenditures
M&O Fund Supplement
0
0.00
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0
12.
13.
14.
15.
16.
17.
18.
19.
20.
0
0.00
0
11.
0
Totals
0
0
0
0
0
0
0
0
0
Current
FY
2012
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
6800
Other
2.
3.
4.
5.
6.
7.
8.
9.
10.
6600
Supplies
0
6200
6100
Purchased
Services
6300, 6400,
6500
100212000
0.00
Employee
Benefits
Salaries
CTD NUMBER
1.
0.00
No. of
Personnel
Current Budget
FY
FY
COUNTY Pima
Budget
FY
2013
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
VERSION
2.
3.
4.
5.
6.
7.
8.
9.
10.
Page 1 of 3
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
12.
13.
14.
15.
16.
17.
18.
19.
20.
0.0% 11.
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0% 1.
%
Increase/
Decrease
Adopted
33.
Total (lines 26 & 32) (Include in Fund 610 Budget, page 4, lines 2-9)
Rev. 6/12-FY 2013
0
27.
28.
29.
30.
31.
32.
0
0
21.
22.
23.
24.
25.
26.
Rentals
6440
4000 Facilities Acquisition & Construction
5000 Debt Service
540 Joint Career and Technical Education & Vocational Education Center
4000 Facilities Acquisition & Construction
5000 Debt Service
Expenditures
Unrestricted Capital Outlay Fund Supplement
0
0
0
Library Books,
Textbooks, &
Instructional Aids
6641-6643
Property
6700
COUNTY Pima
0
0
0
Redemption of
Principal
6830
0
0
0
Interest
6840, 6850
0
0
0
CTD NUMBER
0
0
0
All Other
Object Codes
(excluding 6900)
100212000
Current
FY
2012
0
0
0
0
0
0
0
0
0
0
0
0
0
Totals
Budget
FY
2013
0
0
0
0
0
0
0
0
0
0
0
0
0
VERSION
27.
28.
29.
30.
31.
32.
21.
22.
23.
24.
25.
26.
Page 2 of 3
0.0% 33.
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
%
Increase/
Decrease
Adopted
Rev. 6/12-FY 2013
Expenditures
Structured English Immersion Fund 071
2100 Students
2900 Other
Total (lines 1-9) (to Budget, page 6, Other Funds, line 2)
Compensatory Instruction Fund 072
2100 Students
2900 Other
Total (lines 11-19) (to Budget, page 6, Other Funds, line 3)
English Language Learners Supplement
3,500
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
12.
13.
14.
15.
16.
17.
18.
19.
20.
0.00
3,500
0.00
11.
21,000
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
2.
3.
4.
5.
6.
7.
8.
9.
10.
0.00
0.00
500
500
3,700
3,700
6200
6100
21,000
Employee
Benefits
Salaries
1.
No. of
Personnel
Current Budget
FY
FY
COUNTY Pima
Purchased
Services
6300, 6400,
6500
0
0
6600
Supplies
0
0
6700
Property
CTD NUMBER
6800
Other
100212000
0
0
0
0
0
0
0
0
0
0
0
0
Totals
0
0
0
0
0
0
0
0
120,000
120,000
Current
FY
2012
2.
3.
4.
5.
6.
7.
8.
9.
10.
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
-96.7%
12.
13.
14.
15.
16.
17.
18.
19.
20.
-96.7% 11.
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
Page 3 of 3
0
0
0
0
0
0
0
0
4,000
4,000
0
0
0
0
0
0
0
0
24,700 --
1.
Adopted
%
Increase/
Decrease
24,700 --
Budget
FY
2013
VERSION
SUMMARY OF SCHOOL DISTRICT PROPOSED EXPENDITURE BUDGET
CTD NUMBER
VERSION
100212000
Adopted
Sunnyside Unified School
County for fiscal year 2013 was officially
I certify that the Budget of
District,
Pima
proposed by the Governing Board on
, 2012, and that the complete Proposed Expenditure Budget may be reviewed by contacting
June 26
520-545-2220
during normal business hours.
Hector M. Encinas
at the District Office, telephone
President of the Governing Board
1. Student Count
2. Tax Rates:
FY 2012
Current Yr.
2011 ADM
FY 2013
Budget Yr.
2012 ADM
Current
FY
Resident
16,360.485
16,675.030
Primary Rate
3.7893
Attending
16,393.800
16,675.648
Secondary Rate*
3.1522
3. The Maintenance and Operation, Classroom Site, Unrestricted Capital Outlay,
and Soft Capital Allocation budgets cannot exceed their respective budget limits.
Maintenance & Operation
83,760,468
GBL
Classroom Site
5,069,315
CSFBL
Unrestricted Capital Outlay
1,597,780
UCBL
Soft Capital Allocation
686,455
SCAL
* Secondary rate applies only for
voter-approved overrides and
bonded indebtedness per A.R.S.
3.8000 §15-101(22) and Joint Technical
Education Districts per A.R.S.
2.5998 §15-393(F).
Estimated
Budget FY
83,760,468
5,069,313
1,597,780
686,455
MAINTENANCE AND OPERATION EXPENDITURES
Salaries and Benefits
Current FY
Budget FY
Other
Current FY
Budget FY
% Inc./(Decr.)
from
Current FY
TOTAL
Current FY
Budget FY
34,000,000
32,823,794
2,053,872
1,908,000
36,053,872
34,731,794
-3.7%
2100 Students
4,235,000
4,250,000
270,500
165,500
4,505,500
4,415,500
-2.0%
2,604,000
2,625,000
404,000
328,000
3,008,000
2,953,000
-1.8%
2300, 2400, 2500 Administration
8,020,000
7,765,000
1,120,000
952,000
9,140,000
8,717,000
-4.6%
2600 Oper./Maint. of Plant
6,420,000
5,997,496
6,772,983
6,601,000
13,192,983
12,598,496
-4.5%
0
0
0
0
0
0
0.0%
158,000
135,000
115,000
130,000
273,000
265,000
-2.9%
2900 Other
3000 Oper. of Noninstructional Services
610 School-Sponsored Cocurric. Activities
620 School-Sponsored Athletics
630, 700, 800, 900 Other Programs
Regular Education Subsection Subtotal
59,000
55,000
500
0
59,500
55,000
-7.6%
780,000
780,000
170,000
125,000
950,000
905,000
-4.7%
0
0
0
0
0
0
0.0%
56,276,000
54,431,290
10,906,855
10,209,500
67,182,855
64,640,790
-3.8%
10,910,000
10,500,000
831,000
531,000
11,741,000
11,031,000
-6.0%
2,785,000
2,560,000
1,436,400
1,421,400
4,221,400
3,981,400
-5.7%
140,000
190,000
7,000
6,500
147,000
196,500
33.7%
0
0
0
0
0
0
0.0%
21,000
21,000
0
0
21,000
21,000
0.0%
0
0
0
0
0
0
0.0%
2100 Students
2300, 2400, 2500 Administration
2600 Oper./Maint. of Plant
2900 Other
3000 Oper. of Noninstructional Services
Special Education Subsection Subtotal
0
0
0
0
0
0
0.0%
13,856,000
13,271,000
2,274,400
1,958,900
16,130,400
15,229,900
-5.6%
2,493,432
2,250,000
831,000
718,000
3,324,432
2,968,000
-10.7%
510 Desegregation
0
0
0
0
0
0
0.0%
0
0
0
0
0
0
0.0%
192,000
193,000
53,572
52,572
245,572
245,572
0.0%
0
0
0
0
0
0.0%
400 Pupil Transportation
540 Joint Career and Technical Education
and Vocational Education Center
0
676,206
550 K-3 Reading Program
TOTAL EXPENDITURES
Rev. 6/12-FY 2013
72,817,432
70,821,496
0
14,065,827
7/5/2012 10:19 AM
12,938,972
676,206
86,883,259
83,760,468
Page 1 of 2
-3.6%
SUMMARY OF SCHOOL DISTRICT PROPOSED EXPENDITURE BUDGET (Concl'd)
CTD NUMBER
100212000
Adopted
VERSION
TOTAL EXPENDITURES BY FUND
Budgeted Expenditures
Fund
Maintenance & Operation
Instructional Improvement
Structured English Immersion
Compensatory Instruction
Classroom Site
Federal Projects
State Projects
Unrestricted Capital Outlay
Soft Capital Allocation
Building Renewal
New School Facilities
Adjacent Ways
Debt Service
School Plant Funds
Auxiliary Operations
Bond Building
Food Service
Other
Current FY
86,883,259
1,200,000
0
120,000
3,996,902
28,481,500
593,000
1,566,254
18,496
1,000,000
10,180,000
38,000
8,000,000
0
600,000
14,692,775
10,000,000
16,715,000
Budget FY
83,760,468
1,500,000
24,700
4,000
5,069,315
28,481,500
593,000
1,597,780
686,455
1,000,000
2,000,000
38,000
10,000,000
0
600,000
17,826,000
10,000,000
16,140,000
$ Increase/
(Decrease)
from
Current FY
(3,122,791)
300,000
24,700
(116,000)
1,072,413
0
0
31,526
667,959
0
(8,180,000)
0
2,000,000
0
0
3,133,225
0
(575,000)
% Increase/
(Decrease)
from
Current FY
-3.6%
25.0%
--96.7%
26.8%
0.0%
0.0%
2.0%
3611.4%
0.0%
-80.4%
0.0%
25.0%
0.0%
0.0%
21.3%
0.0%
-3.4%
M&O FUND SPECIAL EDUCATION PROGRAMS BY TYPE
Program (A.R.S. §§15-761 and 15-903)
Current FY
Budget FY
Autism
Emotional Disability
Hearing Impairment
Other Health Impairments
Specific Learning Disability
Mild, Moderate or Severe Intellectual Disability
Multiple Disabilities
Multiple Disabilities with S.S.I.
Orthopedic Impairment
Developmental Delay
Preschool Severe Delay
Speech/Language Impairment
Traumatic Brain Injury
Visual Impairment
Subtotal
Gifted Education
Remedial Education
ELL Incremental Costs
ELL Compensatory Instruction
Vocational and Technological Education
Career Education
TOTAL
Rev. 6/12-FY 2013
700,000
2,000,000
50,000
70,000
4,200,000
2,000,000
400,000
0
150,000
300,000
500,000
1,400,000
30,000
50,000
11,850,000
700,000
0
1,800,000
0
1,780,400
0
16,130,400
700,000
1,885,000
23,000
47,000
3,950,000
2,450,000
590,000
0
150,000
300,000
500,000
1,400,000
62,000
43,000
12,100,000
1,000,000
0
900,000
0
1,229,900
0
15,229,900
7/5/2012 10:19 AM
PROPOSED STAFFING SUMMARY
Staff-Pupil
No. of
Staff Type
Employees
Ratio
Certified -Superintendent, Principals,
Other Administrators
Teachers
Other
Subtotal
Classified -Managers, Supervisors, Directors
Teachers Aides
Other
Subtotal
TOTAL
Special Education -Teacher
Staff
40
960
175
1,175
1
1
1
1
to
to
to
to
416.9
17.4
95.3
14.2
10
110
726
846
2,021
1
1
1
1
1
to
to
to
to
to
1,667.6
1 to
1 to
14.8
6.6
150
339
Page 2 of 2
151.6
23.0
19.7
8.3
CTD NUMBER
VERSION
100212000
Adopted
FY 2013 Truth in Taxation Work Sheet (A.R.S. §15-905.01)
1.
FY 2012 Truth in Taxation Base Limit (from FY 2012 TNT work sheet line 9)
$
1,428,664
Primary Property Tax Rate
Related to Budgeted
Expenditures
FY 2012 Budgeted Expenditures
2.
(from FY 2012 original adopted budget)
Desegregation (from Districtwide Desegregation Budget page 2, line
44 and page 3, line 70)
$
3.
4.
Dropout Prevention (from page 1, line 28)
Joint Career and Technical Education and Vocational Education Center (from
Supplement page 1, line 30 and Supplement page 2, line 48)
5.
6.
7.
8.
Small School Adjustment (from page 7, line 4, columns A and B)
Deduction for Discontinued Programs in FY 2012
Changes made after original adoption of FY 2011 budget (from FY 2012 TNT Work
Sheet, lines 12 and 14)
Preliminary FY 2013 Truth in Taxation Base Limit (total of lines 2-7)
+
$
0
245,572
9.
FY 2013 Truth in Taxation Base Limit (greater of line 1 or 8)
$
1,428,664
$
0
$
0
10.
11.
12.
13.
14.
15.
Total actual expenditures for FY 2012 for items 2-4 above
Sum of lines 2 through 4
Expenditures over/(under) original budget (line 10 minus line 11)
FY 2012 final budget for Small School Adjustment
Amount over/(under) budget on line 5 above (line 13 minus line 5)
0.0000
0.0000
-
0
FY 2013 Budgeted Expenditures
(from FY 2013 budget)
Desegregation (from Districtwide Desegregation Budget page 2, line
44 and page 3, line 70)
Dropout Prevention (from page 1, line 27)
Joint Career and Technical Education and Vocational Education Center (from
Supplement page 1, line 20 and Supplement page 2, line 32)
18.
19.
Small School Adjustment (from page 7, line 4, columns A and B)
Total (add lines 12, 14, and 15 through 18)
20.
Excess over Truth in Taxation Limit (1)
(Line 19 minus line 9. If negative, enter zero.)
22.
0.0000
0.0005
245,572
245,572
16.
17.
21.
245,572
Amount to be Levied in FY 2013 for Adjacent
Ways pursuant to A.R.S. §15-995 (1)
Amount to be Levied in FY 2013 for Liabilities
in Excess of the Budget pursuant to A.R.S. §15-907 (1)
0
245,572
0.0000
0.0006
0.0000
0.0000
$
0
0
245,572
$
0
$
0.0000
$
0.0000
Calculations for Truth in Taxation Notice
A. Sum of lines 20, 21, and 22
B.1. Current Assessed Value
B.2. (Line 9 divided by line B.1) x $10,000
$
$
$
439,615,171
32.4981 (2)
C.1. Sum of lines 9, 20, 21, and 22
C.2. (Line C.1 divided by line B.1) x $10,000
$
$
1,428,664
32.4981 (2)
(1)
If an amount on line 20, 21, or 22 is greater than zero, the district must publish a Truth in Taxation Hearing Notice as described in A.R.S. §15905.01.
(2)
$10,000 is used in these calculations to determine the amounts to include on the truth in taxation hearing notice for a $100,000 home, as property
taxes on residential properties are levied at 10% of the assessed valuation per A.R.S. §42-15003.
Rev. 6/12-FY 2013
7/5/2012 10:19 AM
Page
Reference
General
Revision
Instructions
These instructions are provided to help school districts prepare the expenditure
budget. Within the forms, blue font and light blue highlights indicates that an
instruction is linked to that specific line. An instructions button has also been
provided that links to any general instructions or to the first instruction for a
page.
Districts should complete the Work Sheets and Supplements, as applicable,
before completing the Budget forms. To ensure that the district’s data can be
properly processed by ADE, formulas should not be changed without specific
instructions from either the Office of the Auditor General, Accounting Services
Division or ADE, School Finance.
General
Amounts in the current year columns should be recorded from the budget
columns of the latest revised Budget for FY 2012. Amounts should be rounded
to the nearest dollar.
Districts should budget for FY 2013 retirement contributions at the rate of
10.90% and for long term disability at a rate of 0.24% for a total contribution
rate of 11.14%. Districts should also budget for any applicable alternative
contribution payments to state retirement at a rate of 8.64%.
Budget
Revision
Instructions for the May budget revision requirements have been incorporated
into this document for each applicable line item. All lines that include revision
instructions have a "Yes" in the Revision Instructions column to the right. To
see only the revision instructions apply the filter so that only rows marked "Yes"
will show.
Prior to May 15 of the budget year, districts must make all of the revisions
described in these instructions that would result in a decrease in budget limits
and districts may make any of the described revisions that result in an increase
in budget limits. Total expenditures in the Maintenance and Operation (M&O),
Unrestricted Capital Outlay (UCO), Soft Capital Allocation (SCA), and
Classroom Site Funds (CSF) must not exceed the adjusted General Budget Limit
(GBL), Unrestricted Capital Budget Limit (UCBL), Soft Capital Allocation
Limit (SCAL) and Classroom Site Fund Budget Limit (CSFBL), respectively, as
reported on pages 7 and 8 of the latest revised budget. Therefore, if the net
change to any of these budget limits is a decrease, the district must reduce
budgeted expenditures in the related fund, to ensure that the budgeted amounts
are within the prescribed limit. If the net change to any of these budget limits is
an increase, the district may choose to revise budgeted expenditures in the
related fund.
Rev. 6/12-FY 2013
Budget Instructions
Yes
Page 18 of 34
Page
Reference
Revision
Instructions
Budget Districts sponsoring charter schools must revise their budgets, as necessary, to
Revision reflect actual charter school FY 2013 100th-day average daily membership
Continued (ADM).
Districts may revise their budgets to reflect the ADM, as reported on the final
FY 2012 ADMS46-1 Report, which may have been updated to include FY 2012
ADM corrections. Do not revise the FY 2013 budget to include the 100thDay ADM from the FY 2013 ADMS46-1 report.
Yes
An e-mail will be issued by ADE before May budget revisions are due including
the dates of specific ADMS and APOR reports that should be used to complete
the revisions.
Cover
District Tax District tax rates for FY 2012 should be the actual tax rates set by the County
Rates
Board of Supervisors in August 2011. Tax rates for FY 2013 should be the
district’s best estimate. Districts should include detailed secondary tax rates for
Maintenance and Operation (M&O), Special K-3 Program, Special Program,
and Capital Overrides; Class A Bonds; and Class B Bonds. Class A Bonds are
general obligation bonds approved by voters on or before December 31, 1998.
Class B Bonds are general obligation bonds approved by voters after December
31, 1998.
1
Line 4
Function code 2300, object code 6820-Judgments Against the District should be
used to budget for excessive property tax valuation judgments to be paid in FY
2013. This amount should also be included on page 7, line 8(k).
1
Line 9
May Budget Revision
Districts participating in the National School Lunch Program that have not
already budgeted for the state matching requirements, should include any
amounts to be expended for their food service program in the M&O Fund on
this line before May 15. ADE’s Health & Nutrition Services will verify that
amounts budgeted were spent when the annual financial reports are submitted.
Any questions related to the state matching requirements should be directed to
ADE’s Health & Nutrition Services at (602) 542-8700.
1
Line 26
Districts including an increase to the general budget limit for a Special K-3
Program Override approved by voters before November, 24, 2009, pursuant to
Laws 2010, Ch. 179, §4, must budget and account for these monies separately.
These expenditures must be budgeted for, in detail, on page 1 of the
Supplement. Any new Special Program Override expenditures pursuant to
A.R.S. §15-482, are not required to be budgeted for separately. Therefore,
districts should budget for those expenditures on the applicable lines for the
M&O and UCO Funds.
1
Line 27
A district authorized by ADE to continue participation in Dropout Prevention
Programs for FY 2013 pursuant to Laws 1992, Ch. 305, §32 and Laws 2000, Ch.
398, §2, must budget the additional amount on this line.
Rev. 6/12-FY 2013
Budget Instructions
Yes
Page 19 of 34
Page
Reference
1
Line 28
Revision
Instructions
A district that has entered into an intergovernmental agreement to establish a
jointly owned and operated career and technical education and vocational
education center, in accordance with A.R.S. §15-789, should budget for the
center’s expenditures on this line. A.R.S. §15‑910.01 This provision does not
apply to joint technical education districts established pursuant to A.R.S.
§15-392.
A.R.S. §15-910.01 requires the State Board of Education (SBE) approval prior
to including an amount here. Currently, no districts have been authorized by the
SBE.
1
Line 29
Districts should budget for K-3 Reading Program expenditures on this line.
Districts assigned a letter grade of C, D, or F, in accordance with A.R.S. §15241, or that have more than 10% of their pupils in grade three reading far below
the third grade level according to the reading portion of the AIMS test, will
receive monies for this support level weight only after the district’s K-3 Reading
Program Plan is approved by the State Board of Education. A.R.S. §15-211, as
added by Laws 2012, Ch. 300, §2
2
Spec. Ed.by All expenditures budgeted in the M&O Fund for special education programs
Type
should be included regardless of the revenue source (e.g., state equalization
assistance and property taxes). Districts should retain supporting documentation
for the allocation of expenditures budgeted for individual special education
programs. Supporting documentation should include a list of the programs, the
number of teachers and students by program, and all computation work sheets.
2
Lines 18 and Program code 260—ELL Incremental Costs and program code 265—ELL
19
Compensatory Instruction are required to track expenditures related to ELL. See
Supplement Page 3 instructions for more information on ELL.
2
Line 22
Total
Program 200 Budget FY column total should agree to page 1, line 23.
2
FTE
Include all certified employees filling certified positions at the district.
Certified
Employees
2
SCA
Budgeted
for Special
Education
Enter the total amount budgeted in the SCA Fund for Special Education
Program 200 expenditures for programs listed in A.R.S. §15-761. Do not
include these SCA Fund amounts in Current FY or Budget FY amounts in the
Special Education Programs by Type table on page 2 as that table is only for the
M&O Fund.
2
Audit
Services
Enter the budgeted expenditures for nonfederal program and compliance audits
(required object code 6350) to be paid from the M&O Fund only, and the
budgeted expenditures for federal single audits (optional object code 6330) from
all funds.
Rev. 6/12-FY 2013
Budget Instructions
Page 20 of 34
Page
Reference
2
M&O for
Food
Service
Revision
Instructions
Districts participating in the National School Lunch Program are required to
budget a portion of their state revenues to support the operation of their food
service program. Districts should budget in the M&O Fund any amounts that
will be expended during the 2013 school year for the operation of the food
service program. Any questions related to the state matching requirements
should be directed to ADE’s Health & Nutrition Services at (602) 542 ‑8700.
May Budget Revision
Districts that have not already budgeted for the state matching requirements,
should include any amounts to be expended for their food service program in the
M&O Fund on this line before May 15. ADE’s Health & Nutrition Services will
verify that amounts budgeted were spent when the annual financial reports are
submitted.
3
General
Yes
The Classroom Site Funds (CSF) are budget-controlled funds that must be used
to supplement, rather than supplant, existing monies and in accordance with
Laws 2000, 5th S.S., Ch. 1, §62, must not be used for administrative purposes.
See USFR Memorandum No. 194 for additional guidance on the use of CSF
monies.
In accordance with Laws 2011, Ch. 344, §22, districts that used sources other
than classroom site fund monies for teacher compensation in FY 2012 as a result
of the adjustment for prior year shortfalls in the FY 2012 per pupil CSF amount
are not required to maintain this higher level of spending for teacher
compensation from other sources in FY 2013.
However, for FY 2013, districts must maintain their FY 2010 level of effort for
teacher compensation from sources other than CSF monies in order to comply
with the nonsupplanting requirements of A.R.S. §15-977.
3
Lines 13, 26, Include amounts budgeted for registered warrant expense in the Other Interest
and 39
column. Districts should budget up to the Classroom Site Fund Budget Limit
(CSFBL) as calculated on page 8, line C.7.
3
Line 40 and The total amount budgeted on line 40 and footnote (1) cannot exceed the
Footnote 1 CSFBL on page 8, Line C.7. The total amount budgeted in FY 2013 will affect
the next year’s CSFBL. See A.R.S. §15-978 and calculation on page 8. The
amount in footnote (1) cannot exceed the CSFBL for payments to charter school
as recorded in that column on the table on the bottom of page 8.
4
Line 10
The amount budgeted in the UCO Fund cannot exceed the Unrestricted Capital
Budget Limit (UCBL) on page 8, line A.12. The amount budgeted in Fund 610
in FY 2013 will affect the next year’s UCBL. See A.R.S. §15- 947(D) and
calculation on page 8.
4
Line 19
The amount budgeted in the SCA Fund cannot exceed the Soft Capital
Allocation Limit (SCAL) on page 8, line B.12. The amount budgeted in Fund
625 in FY 2013 will affect the next year’s SCAL. See A.R.S. §15-947(E) and
calculation on page 8.
Rev. 6/12-FY 2013
Budget Instructions
Page 21 of 34
Page
4
Reference
Revision
Instructions
Footnote 5 Districts participating in the National School Lunch Program are required to
budget a portion of their state revenues to support the operation of their food
service program. Districts should budget in the UCO or SCA Funds any amounts
that will be expended during the 2013 school year for the operation of the food
service program. Any questions related to the state matching requirements
should be directed to ADE’s Health & Nutrition Services at (602) 542 ‑8700.
May Budget Revision
Districts that have not already budgeted for the state matching requirements,
should include any amounts to be expended for their food service program in the
UCO and SCA Funds on this line before May 15. ADE’s Health & Nutrition
Services will verify that amounts budgeted were spent when the annual financial
reports are submitted.
5
5
6
Property
Column
The original acquisition of fixed equipment is coded to function 4000. The cost
of replacing fixed equipment is coded to function 2600. Nonfixed equipment, if
any, allowed by the School Facilities Board's guidelines to be purchased from
the Building Renewal Fund is coded to functions 1000-4000, based on its
purpose.
Renovation The budgeted expenditures for renovation and new construction are shown by
& New fund to comply with A.R.S. §15-904(B).
Construction
Federal
Projects,
Line 16
Districts that receive Impact Aid monies should deposit them in Impact Aid
Fund 378. Monies in the fund are federal monies not subject to legislative
appropriation. All districts that receive Impact Aid revenue should complete
Work Sheet L to calculate the amount available to be spent in the Impact Aid
Fund.
6
Other Funds, Funds 071 and 072 should be budgeted in detail on Supplement, page 3. Fund
Lines 2 and totals will pull to these lines. See the instructions for Supplement, page 3 for
3
additional information.
6
Other Funds, Accounts for capital investment monies, energy-related rebate or grant monies,
Line 31 and monies from other funding sources to fund energy or water saving projects
in school facilities in accordance with A.R.S. §15-910.02. This fund also
accounts for monthly payment amounts transferred to the EWS Fund from the
M&O Fund. Any monies associated with an energy or water savings project
remaining in the fund after capital investment monies are repaid in full may also
be transferred to the Maintenance and Operation Fund. The district’s GBL must
be reduced by the total amount of monies transferred to the EWS Fund or
increased by the total amount of monies transferred to the M&O Fund on page
7, line 9.
6
Yes
Internal
Service
Funds,
Line 2
Rev. 6/12-FY 2013
Include all expenditures for Intergovernmental Agreements (IGAs) in this line.
If the district uses funds other than 955 to separately account for multiple IGAs,
all IGA fund expenditures should be totaled and reported on this line.
Budget Instructions
Page 22 of 34
Page
Reference
7
General
Revision
Instructions
For budget adoption, districts may apportion amounts on this page between the
M&O and UCO Funds. After original adoption, and prior to May 15 of the
budget year, amounts may be reapportioned based on the budgetary needs of the
district, unless otherwise indicated on Budget, page 7, or in the following
instructions.
Record in column A on this page all amounts budgeted for use in the M&O
Fund (to be included in the GBL). Record in column B all amounts budgeted for
use in the UCO Fund (to be carried over to the calculations on Budget, page 8).
Yes
May Budget Revision
When actual amounts are required, use the actual amount to date plus the
estimated amount for the remainder of the fiscal year. After the May 15 budget
revision, amounts cannot be reallocated between M&O and UCO.
7
7
Lines 1(a) After completing the Work Sheet for FY 2013 District Support Level and
and (d) Revenue Control Limit (Work Sheet E), and the Work Sheet for FY 2013
Consolidation/Unification Assistance (Work Sheet F), if applicable, enter the
amount of the district RCL from line VIII of Work Sheet E, or line III of Work
Sheet F, on line 1(a). The amount recorded on line 1(a) should also be recorded
on line 1(d) for budget adoption.
Line 1(b)
See Below
For budget adoption, no amount should be recorded on line 1(b).
May Budget Revision
If the district qualifies for the sudden growth adjustment, the RCL may be
adjusted. The district may calculate its growth adjustment using the work sheet
available on ADE’s Web site or it may use the growth amount calculated by
ADE School Finance on the district’s FY 2013 APOR55-2 Report. The work
sheet can be found at the link below.
Yes
http://www.azed.gov/finance/growth-forms/
7
Line 1(c)
For budget adoption, no amounts should be recorded on line 1(c).
May Budget Revision
A common school district not within a high school district (Type 03) reporting
an adjustment for actual tuition should:
• Revise Work Sheet O using the district’s final tuition billing statements. Work
Sheet E should not be revised.
• Obtain the most recent FY 2013 APOR55-1 Report, available on the district’s
page of ADE’s Web site.
• Compare the “Tuition Out for High School Students (Type 03)” amount
reported in the “Calculation for RCL” section from page 4 of the APOR55-1
Report, to the amount on line 13 of the revised Work Sheet O to determine
whether the amount must be reduced or may be increased.
Yes
See instructions for line 8(b) regarding revisions to the excess debt service
portion of actual tuition as described in A.R.S. §§15-910(L) and 15-951(A) and
(G), if applicable.
Rev. 6/12-FY 2013
Budget Instructions
Page 23 of 34
Page
Reference
7
Line 2(b)
7
7
Revision
Instructions
Laws 2012, Ch. 300, §§17 and 18 require ADE to reduce CORL for FY 2013.
See the instructions for Work Sheet H.
Lines 2(a)- May Budget Revision
Compare the amounts on lines 2(a) and (b) to the applicable amounts calculated
(b)
by ADE on page 1 of the most recent FY 2013 BUDG25 Report. Districts that
include a reduction greater than the amount calculated by ADE on line (b), will
reduce their budget capacity by that amount.
Line 3
Yes
Districts should take each of the following into consideration in determining the
RCL amount to use in calculating the maximum override amount allowed.
--In accordance with A.R.S. §15-185(A)(6), a district that sponsors a charter
school may not include the charter school pupils in the district’s student count
for the purpose of computing the RCL that is used to determine the maximum
allowable override as provided in A.R.S. §§15-481 and 15-482, unless the
charter school is located within the boundaries of the school district.
7
See Below
See Below
Line 3
--In accordance with A.R.S. §15-951(B), the RCL used to determine the
Continued maximum M&O and Special Program overrides for Type 03 districts does not
include the tuition paid by the district for high school students attending another
district.
--In accordance with Laws 2011, Ch. 344, §23, for fiscal year 2013, districts
may calculate an RCL for overrides in accordance with A.R.S. §15‑481 using a
base level increased by a Group B support level weight of 1.352 for
kindergarten pupils.
See Below
Do not include any overrides authorized to use excess Impact Aid cash on these
lines. If a district has any override approved by the voters, the Report of Special
Election Results Form should be completed online and submitted electronically
to ADE, School Finance. The online form and instructions can be found at the
link below.
7
Line 3(a)
Rev. 6/12-FY 2013
http://www.ade.az.gov/schoolfinance/Forms/SpecialElections/SpecialElections.a
spx
See Line 3 Instructions above.
If the voters in the override election authorize the district to exceed the RCL,
and the increase is to be fully funded by revenues other than property taxes
[A.R.S. §15‑481(F)], only revenues derived from the FY 2012 ending cash
balance in the M&O Fund [after the primary tax rate is reduced to zero as
required by A.R.S. §15‑481(T)] may be used. A.R.S. §15‑481(P) Note:
Districts will not be able to fund an override with Impact Aid monies in FY
2013, as Impact Aid monies are accounted for in the Impact Aid Fund.
Budget Instructions
Page 24 of 34
Page
Reference
Revision
Instructions
7
Line 3(a) The maximum amount a district may request for an M&O budget override is
Continued 15% of the district’s RCL. If the district also requests a Special Program
override pursuant to A.R.S. §15-482, the maximum amount a district may
request for an M&O override is 10% of the RCL. A.R.S. §15-481(G) However,
districts that held an election on March 9, 2010 in accordance with Laws 2010,
Ch. 179, §5, and received voter approval to do so may budget an override of up
to 17% of the RCL.
7
Line 3(b)
If the voters in the override election authorize the district to exceed the Capital
Outlay Revenue Limit and the increase is to be fully funded by revenues other
than property taxes [A.R.S. §15‑481(M)], only revenues derived from the
FY 2012 ending cash balance in the M&O and UCO Funds [after the primary
tax rate is reduced to zero as required by A.R.S. §15‑481(T)] may be used.
A.R.S. §15‑481(S) Note: Districts will not be able to fund an override with
Impact Aid monies in FY 2013, as Impact Aid monies are accounted for in
the Impact Aid Fund.
The maximum amount a district may request for a capital budget override is
10% of the RCL. A.R.S. §15‑481(AA)
7
Line 3(c)
7
Line 3(c) If the voters in the override election authorize the district to exceed the RCL,
Continued and the increase is to be fully funded by revenues other than property taxes
[A.R.S. §15‑481(J)], the increase may only be budgeted and expended if
sufficient monies are available in the M&O Fund. A.R.S. §15‑481(Q) Note:
Districts will not be able to fund an override with Impact Aid monies in FY
2013, as Impact Aid monies are accounted for in the Impact Aid Fund.
7
Lines 3(a)- May Budget Revision
(c)
If the RCL or CORL originally reported on line 1(d) or line 2(c), respectively,
was reduced after budget adoption, the district must recalculate the maximum
M&O, UCO, and Special Program override amounts in accordance with the
instructions above. Arizona Attorney General Opinion I90‑020 prohibits
districts from recalculating overrides based on an increase in the RCL after
secondary taxes have been levied for the applicable year. The amounts reported
on lines 3(a) through (c) may not exceed the lesser of the original or
recalculated maximum override amounts.
Rev. 6/12-FY 2013
A.R.S. §15-482 allows a district to request a budget override for programs
designed for preschool students with disabilities and students enrolled in
kindergarten through grade 12. The amount for the Special Program override
may not exceed 5% of the RCL. In accordance with Laws 2010, Ch.179, §4, if
the district has a Special K-3 Program budget override that was authorized
before November 24, 2009, that override will continue to be in effect until it
expires, until the first year of a subsequent Special Program override, or until
the first year of a subsequent M&O override that would cause the total overrides
in effect to exceed 15% of the RCL. However, see provisions described in line
3(a) for exceeding the 15% of RCL limitation. Districts may not have both a
Special K-3 Program and a new Special Program override in effect at the same
time. This line should be used to account for either type of Special Program
override, as applicable.
Budget Instructions
Yes
Page 25 of 34
Page
Reference
7
Line 4
Revision
Instructions
Districts with a student count of 125 or less in grades K‑8, or 100 or less in
grades 9‑12 must include an amount on this line if they choose to make a small
school adjustment to ensure that page 1, line 30 does not exceed the GBL for
M&O. If the district exceeds these student counts, see the instructions for Work
Sheets K and K2. Districts should not include amounts on these lines for
expenditures that are to be made from the Impact Aid Fund.
Yes
May Budget Revision
If the district received approval from the county board of supervisors to revise
its budget to include the cost of additional pupils that were not anticipated at
budget adoption, include the revised amount on this line.
7
Line 5
Districts charging tuition for full-day kindergarten should not include an
increase to the GBL. These tuition revenues should be recorded in the
Community School Fund (520).
May Budget Revision
Districts should compare actual tuition revenues received or expected to be
received by June 30 to the amounts reported on lines 5(a) through (d) to
determine whether the amounts must be decreased or may be increased.
Yes
The debt service portion of tuition revenues should not be included on lines
5(a) through (d); as those revenues should be reported in the Debt Service
Fund (700).
7
Line 5(d)
The work sheets and instructions for calculating this amount will be issued in
future ADE School Finance memorandums. The amount will include excess
tuition paid to districts in an adjacent state for pupils who reside in the district
but are precluded by distance or a lack of adequate transportation from attending
a school in their district or county of residence (out-of-state CEC students). In
addition, the amount will include funding for students who are precluded by
distance or lack of adequate transportation facilities from attending a school in
their district or county of residence or who reside in unorganized territories
(CEC-A students). The amount will also include funding for students who are
placed in a school district by an agency of this State or by a state or federal court
of competent jurisdiction in a corrective institution, a foster home, a child care
agency, a licensed institution, or a residential facility (CEC-B students).
7
Line 6
Include assistance received from the State for students whose parents are
employed by certain State institutions as described in A.R.S. §15-976. Also,
include amounts paid to the school district through the special education
voucher payment system such as payments for teaching students at the district
instead of sending the student to the Arizona State Schools for the Deaf and the
Blind.
Yes
May Budget Revision
Districts should use the work sheets provided by ADE to calculate the revised
assistance to schools using the ADM reported on the FY 2013 ADMS540-1. The
work sheets are available on ADE’s Web site at the link below.
http://www.azed.gov/finance/certificates-of-educational-convenience/
Rev. 6/12-FY 2013
Budget Instructions
Page 26 of 34
Page
Reference
7
Line 7
Revision
Instructions
Districts should not include amounts on this line for expenditures that are to be
made from the Impact Aid Fund.
May Budget Revision
If the June 30, 2012, actual cash balance for the M&O Fund was incorrectly
estimated, an accommodation school district must complete and submit a
revised Work Sheet S, even if the amount recorded on line 7 of the adopted
budget is not revised. If the June 30, 2012 actual cash balance for the M&O
Fund was accurate, accommodation schools may recalculate Work Sheet S for
other changes.
In completing line I.A of Work Sheet S, use the lesser of the revised District
Support Level or RCL from page 4 of the most recent FY 2013 APOR55-1
Report. Record the district’s actual cash balance for the M&O Fund at June 30,
2012, on line II.A.1. On line II.A.2, record the “Allowed Budget Balance Carry
Forward” as reported on page 2 of the most recent FY 2012 BUDG75 Report.
Finally, districts should recalculate lines II.B.2 and 3 based on the RCL
included on the APOR55-1 Report.
Yes
Districts should compare the recalculated amount on line II.B.5 of Work Sheet S
to line 7 to determine whether the amount must be decreased or may be
increased.
7
Line 8(a)
The total amount budgeted for desegregation expenditures in the M&O, UCO,
and Impact Aid Funds cannot exceed the amount budgeted in FY 2009. Districts
should not include amounts on these lines for desegregation expenditures that
are to be made from the Impact Aid Fund.
7
Line 8(b)
Districts should not include amounts on this line for expenditures that are to be
made from the Impact Aid Fund.
May Budget Revision
A common school district not within a high school district (Type 03) reporting
an adjustment for the excess debt service portion of actual tuition, as described
in A.R.S. §§15-910(L) and 15‑951(A) and (G), as calculated on revised Work
Sheet O, should:
• Compare the amount on this line to line 7 of the revised Work Sheet O to
determine whether the amount must be decreased or may be increased. [See
instructions for Page 7, line 1(c) for instructions on revising Work Sheet O.]
Rev. 6/12-FY 2013
Budget Instructions
Yes
Page 27 of 34
Page
Reference
7
Line 8(c)
Revision
Instructions
Districts are required to use actual expenditures in calculating the budget
balance carryforward. Districts that have overexpended in the FY 2012 M&O
Fund as authorized by the county board of supervisors, in accordance with
A.R.S. §15‑907, cannot record a budget balance carryforward.
Districts that have not overexpended should complete the Work Sheet for
Calculation of the FY 2013 Maintenance and Operation Fund Budget Balance
Carryforward (Work Sheet M). The actual allowable budget balance
carryforward may not exceed 4% of the FY 2012 RCL. Districts may transfer an
amount to the School Opening Fund, not to exceed the lesser of the FY 2012
M&O Fund ending cash balance or the actual allowable budget balance
carryforward. The amount transferred will reduce the amount of the budget
balance carryforward; therefore, the amount carried forward may not exceed the
amount on Work Sheet M, line 12.
Yes
May Budget Revision
Districts should compare the amount on line 8(c) to the applicable amount on
the FY 2012 BUDG75 Report to determine if revisions are necessary.The
amounts on this line cannot exceed the amount reported on page 2 of the
BUDG75 Report.
7
Line 8(d)
A district authorized by ADE to continue participation in the Dropout
Prevention Programs, in accordance with Laws 1992, Ch. 305, §32 and Laws
2000, Ch. 398, §2, for FY 2013 may record on this line an amount not to exceed
the amount budgeted for the Dropout Prevention Programs in FY 1991. Districts
should not include amounts on this line for expenditures that are to be made
from the Impact Aid Fund.
7
Line 8(e)
For budget revisions, School Finance will notify districts if Assistance for
Education monies will be available for FY 2013 and will provide information on
revising the Budget if necessary.
7
Line 8(f)
Yes
A district may budget an amount less than or equal to interest expense for
registering warrants or for net interest expense (interest expense minus interest
income) on tax anticipation notes outside the FY 2013 RCL, if both of the
following conditions apply:
--The County Treasurer pooled all school district monies for investment during
FY 2011 as provided in A.R.S. §15‑996.
--For those districts that received state aid in FY 2011, the districts applied for
state aid apportionment before the date set as provided in A.R.S. §15 ‑973.
Note: Districts should not include amounts reported as interest expense incurred
for FY 2011 due to delayed/deferred state aid payments added to the GBL in
prior years.
Rev. 6/12-FY 2013
Budget Instructions
Page 28 of 34
Page
Reference
7
Line 8(g)
For the first 3 years that a joint career and technical education and vocational
education center is operating and serving students, all or a portion of the
center’s expenditures may be budgeted outside the RCL. A.R.S. §15-910.01
requires the State Board of Education approval prior to including an amount
here. The district must notify the State Board of Education before adopting a
Budget for the first year of operation, and notify ADE School Finance if this line
will be used in calculating the GBL. Currently, no districts have been
authorized by the SBE. This provision does not apply to joint technical
education districts established pursuant to A.R.S. §15‑392.
7
Line 8(j)
Do not include amounts budgeted for the Performance Pay component of the
CSF here.
7
Revision
Instructions
Lines 8(h), May Budget Revision
(i), and (j) Districts should compare the amount on these lines to the applicable amounts on
the FY 2012 BUDG75 Report to determine if revisions are necessary. The
amounts on this line cannot exceed the amounts reported on page 2 of the
BUDG75 Report.
7
Line 8(k)
Record the amount of any judgments expected to be paid in FY 2013 for an
excessive property tax valuation judgment per A.R.S. §§42-16213 and 4216214. This amount should also be included on page 1, line 4.
7
Line 9
Record adjustments in the table to the right of this line. If more than 1 year or
type of adjustment is recorded on any one line, indicate each year and the
associated amount for each type of adjustment in the line description, but record
only one combined amount for all years and types on each line. Record negative
amounts in parentheses. Districts that include a reduction on any of these lines
that is greater than the amount calculated by ADE, will reduce their budget
capacity by that amount. Districts that need assistance with the adjustments
should contact ADE’s budget team.
Yes
Yes
May Budget Revision
Districts should compare the amounts in the detailed table to the right of line 9
to the applicable amounts on page 2 of the most recent FY 2013 BUDG25, to
determine if the amounts should be revised.
8
8
Line A.2
May Budget Revision
Line A.2, if required, should agree to the most recent FY 2012 BUDG75 Report,
page 2, “Adjustment, from page 7 of 8, to be included on FY13 Expenditure
Budget (UNR), page 8 of 8, line A2.” Contact ADE School Finance to reconcile
any differences.
Lines A.3 May Budget Revision
Line A.3 should agree to the most recent FY 2012 BUDG75 Report, page 3
“Unrestricted Capital Available for FY12.” Contact ADE School Finance to
reconcile any differences.
Rev. 6/12-FY 2013
Budget Instructions
Yes
Yes
Page 29 of 34
Page
Reference
8
Line A.6
8
8
Line A.8
Line A.9
Revision
Instructions
May Budget Revision
This line should reflect total actual UCO Fund 610 expenditures as reported on
the district’s FY 2012 AFR on page 5, less expenditures approved under A.R.S.
§15-907 that are in excess of the most recently revised adopted FY 2012 UCO
budget (budget page 4, line 10).
May Budget Revision
Line A.8 should agree to the actual amount of interest earned on investments as
reported on the district’s FY 2012 AFR on page 1 for the UCO Fund.
Yes
The district should forward a copy of the award letter from the SFB stating the
specific amount being deposited in Fund 610, to ADE, School Finance in order
to receive budget capacity for this item.
May Budget Revision
Enter the amount of money, if any, received or expected to be received, by fiscal
year end.
8
Yes
Yes
Line A.10 Districts should complete the detailed table to the right of this line to record
reductions or increases to the UCBL. If more than 1 year or type of adjustment
is recorded for any one line, indicate each year and the associated amount for
each type of adjustment in the line description, but record only one combined
amount for all years and types on each line. Record negative amounts in
parentheses. Districts that include a reduction on any of these lines that is
greater than the amount calculated by ADE, will reduce their budget capacity by
that amount. Districts that need assistance with the adjustments should contact
ADE’s budget team.
Yes
May Budget Revision
Districts should compare the amounts in the table to the applicable amounts on
page 3 of the most recent FY 2013 BUDG25, to determine if the amounts
should be revised. Additionally, districts including an adjustment for growth
related to exceeding the 4% RCL budget balance carryforward limit, should use
the individual growth amount found at the bottom of page 2 of the district’s FY
2012 BUDG75 Report, “Increase to FY13 Unrestricted Capital Due to Greater
Than Anticipated Growth.”
8
8
8
Line B.2
Line B.3
Line B.6
Rev. 6/12-FY 2013
May Budget Revision
Line B.2, if required, should agree to the most recent FY 2012 BUDG75 Report,
page 3, “Soft Capital Allocation Limit Adjustment for Prior Years.” Contact
ADE School Finance to reconcile any differences.
Yes
May Budget Revision
Line B.3 should agree to the most recent FY 2012 BUDG75 Report, page 3,
“Soft Capital Allocation Limit for FY12.” Contact ADE School Finance to
reconcile any differences.
Yes
May Budget Revision
This line should reflect total actual SCA Fund 625 expenditures as reported on
the district’s FY 2012 AFR, page 5.
Yes
Budget Instructions
Page 30 of 34
Page
Reference
8
Line B.8
8
8
Line B.9
Revision
Instructions
May Budget Revision
Line B.8 should agree to the actual amount of interest earned on investments as
reported on the FY 2012 AFR on page 1 for the SCA Fund.
Yes
May Budget Revision
The amount on this line cannot exceed the “District Equalization Base Soft
Capital” from page 5 of the most recent FY 2013 APOR55‑1 Report. Contact
ADE School Finance to reconcile any differences. Note: A district that sponsors
a charter school should recompute the SCA on Work Sheet I, section V, for the
actual charter school student count before comparing amounts to the APOR
report.
Yes
Line B.10 Enter the amount approved by the State Board of Education for a Capital
Transportation Adjustment. Districts are eligible to receive a Capital
Transportation Adjustment for the purchase of transportation vehicles if the
district:
--Has a student count of fewer than 600 in kindergarten and grades 1-12,
--Transports as eligible students at least one-third of the total student count of
the district, and
--Has an approved daily route mileage per eligible student transported of more
than 1.0, calculated in accordance with A.R.S. §15-945 on Work Sheet D.
Yes
May Budget Revision
Districts approved for a Capital Transportation Adjustment may record an
amount on this line equal to the “Soft Capital Allocation Adjustment” from page
5 of the most recent FY 2013 APOR55-1 Report.
8
Line B.11 Districts should complete the detailed table to the right of this line to record
reductions or increases to the SCAL. If more than 1 year or type of adjustment
is recorded for any one line, indicate each year and the associated amount for
each type of adjustment in the line description, but record only one combined
amount for all years and types on each line. Districts that include a reduction on
any of these lines that is greater than the amounts calculated by ADE, will
reduce their budget capacity by that amount. Districts that need assistance with
the adjustments should contact ADE’s budget team.
Table to the The amount for this line will pull from Work Sheet I. This line will be used to
right of line reduce FY 2013 SCAL as required by Laws 2012, Ch. 300, §§13 and 18.
B.11, line 3 Districts that have questions on the reduction should contact ADE’s payment
team.
Yes
May Budget Revision
Districts should compare the amounts in the table to the applicable amounts on
page 3 of the most recent FY 2013 BUDG25, to determine if the amounts
should be revised.
8
Lines
C.1-C.7
Districts should complete the table at the bottom of the page to calculate the
CSFBL. These amounts will automatically be transferred to these lines.
8
Line C.2
May Budget Revision
Line C.2 should reflect total actual CSF expenditures as reported on the
district’s FY 2012 AFR, page 4 including the amount in footnote (1) on that
page.
Rev. 6/12-FY 2013
Budget Instructions
Yes
Page 31 of 34
Page
Reference
8
Line C.4
8
Line C.5
Revision
Instructions
May Budget Revision
This line should agree to the total actual interest earned on CSF investments, as
reported on the FY 2012 AFR on page 4, for all three CSFs.
Yes
Enter the FY 2013 allocation for the district, based on the district’s weighted
student count multiplied by $227. The per pupil amount has been adjusted for
prior year revenue shortfalls and therefore actual payments received by districts
may differ from the estimated per pupil CSF allocation. The FY 2013 CSF
estimates will be available on ADE’s Web site at the link below.
www.azed.gov/schoolfinance/forms/budgets
8
Line C.6
Some districts have lost CSF budget capacity from budgeting less than the
CSFBL in prior years. This line may be used to recapture that budget capacity.
Districts that need assistance with the adjustment should contact ADE’s budget
team.
Suppl 1
and 2
Program
540
A.R.S. §15-910.01 requires the State Board of Education (SBE) approval prior
to including an amount here. Currently, no districts have been authorized by the
SBE.
Suppl 2
UCO
The capital expenditures recorded in this supplement for Special K-3 Program
Override and a Joint Career and Technical Education and Vocational Education
Center should also be included in the individual line items for the UCO Fund on
page 4 of the Budget.
Suppl 3
ELL General A.R.S. §15-756.02 requires each school district to implement one or more
Structured English Immersion (SEI) models, as approved by the English
Language Learner (ELL) Task Force, to provide instruction to ELL students.
A.R.S. §15-756.01 defined incremental costs as the costs that are associated
with an SEI program pursuant to A.R.S. §15-752 or a program pursuant to
A.R.S. §15-753 that are in addition to the normal costs of conducting programs
for English proficient students. Further, incremental costs do not include costs
that replace the same types of service provided to English proficient students or
compensatory instruction. The ELL Task Force was required to define the
incremental costs needed to implement their SEI models.
A.R.S. §15-756.11 defined compensatory instruction as programs in addition to
normal classroom instruction that may include individual or small group
instruction, extended day classes, summer school, or intersession school.
Compensatory instruction programs must be limited to improving the English
proficiency of current ELL students and students who were ELL students and
who have been reclassified as English proficient within the previous 2 years.
Suppl 3
ELL General SEI Fund 071 is used to account for monies received from ADE to provide for
Continued the incremental cost of instruction to ELLs and must be used to supplement
existing programs. In accordance with A.R.S. §15-756.03 and .04, SEI monies
must not be used to supplant federal, state, or local monies, including
desegregation monies, previously used for ELLs, or used to pay for the normal
costs of conducting programs for English proficient students. Districts were
required to submit a separate SEI Budget Request Form to ADE to request these
monies for FY 2013.
Rev. 6/12-FY 2013
Budget Instructions
Page 32 of 34
Page
Reference
Revision
Instructions
Suppl 3
ELL General In accordance with A.R.S. §15-756.11, the Compensatory Instruction Fund 072
Continued is used to account for monies received from ADE for compensatory instruction
programs in addition to normal classroom instruction as described above.
Monies must be used to supplement existing programs and not supplant federal,
state, or local monies, including desegregation monies levied pursuant to A.R.S.
§15-910, used for ELLs or ELL compensatory instruction that were budgeted as
of February 23, 2006. For FY 2013, there were no new monies available for
compensatory instruction programs. ADE will allow districts to use the
remaining monies but will deduct those amounts from future funding requests
for compensatory instruction programs.
Suppl 3
ELL General In all funds where ELL costs are incurred, districts should use program code
Continued 260—ELL Incremental Costs to record incremental costs necessary to
implement an approved SEI model, program code 265—ELL Compensatory
Instruction to record the costs of providing compensatory instruction to ELL
students and students reclassified as English proficient in the last 2 years, and
program code 435—Pupil Transportation—ELL Compensatory Instruction for
transportation costs approved as part of compensatory instruction. However,
when desegregation monies in the M&O Fund are used to pay for incremental or
compensatory instruction costs, districts should use program codes 514—ELL
Incremental Costs and 515—ELL Compensatory Instruction.
Suppl 3
ELL General Districts may have ELL costs, in funds other than Structured English Immersion
Continued Fund 071 and Compensatory Instruction Fund 072, that are beyond the
incremental costs necessary to implement an approved SEI model and that are
not considered compensatory instruction by statute. Districts should code these
costs to program code 100—Regular Education. Districts may choose to
separately track these costs in their accounting records using a more detailed
program code under 100, such as program code 160.
Summary
Page 2
Include Classroom Site Funds 011, 012, and 013 from Budget, page 3, on the
line for the Classroom Site Fund as well as any amount of CSF monies paid to
district-sponsored charter schools included on Budget, page 3, footnote 1.
Summary
Page 2
Include School Plant Funds 500-506 and 640 from Budget, page 6, on the line
for School Plant Funds.
Truth in
Taxation
Work
Sheet
General
In accordance with A.R.S. §15-905.01, a district must hold a truth in taxation
hearing on or before the adoption of the expenditure budget if the district
budgets an amount that is higher than the truth in taxation base limit, levies any
amount for adjacent ways pursuant to A.R.S. §15‑995, or levies any amount for
liabilities in excess of the budget pursuant to A.R.S. §15 ‑907.
Rev. 6/12-FY 2013
Budget Instructions
Page 33 of 34
Page
Truth in
Taxation
Work
Sheet
Reference
Revision
Instructions
General All districts must complete the Truth in Taxation Work Sheet to calculate the
Continued district’s truth in taxation base limit, to determine if a hearing is required, and to
report the portion of the FY 2013 primary property tax rate related to each of the
truth in taxation expenditure categories. Information from this Work Sheet is
provided to the Department of Revenue, Property Tax Oversight Commission. If
an amount on line 20, 21, or 22 is greater than zero, the district must publish a
truth in taxation hearing notice and hold a hearing. The amounts calculated on
lines A, B.2, and C.2 of the Work Sheet should be used, where indicated, on the
sample truth in taxation hearing notice. Districts must submit the completed
Work Sheet to ADE as part of the budget package and must notify ADE of any
subsequent changes to the truth in taxation base limit. If a truth in taxation
hearing is held, the Work Sheet must also be made available to the general
public at the hearing. See page 2 of USFR Memorandum No. 255 and A.R.S.
§15-905.01 for further requirements.
The truth in taxation work sheet and notice do not need to be completed for
budget revisions. The impact of any revisions should be included in the
If a district budgeted for Desegregation, Dropout Prevention, Joint Career and
Technical Education and Vocational Education Center, or a Small School
Adjustment in FY 2012, but no longer qualifies to make such expenditures in
FY 2013 or such expenditures will be made in the Impact Aid Fund for the first
time in FY 2013, the Truth in Taxation Base Limit must be reduced. Enter the
amount of expenditures budgeted in FY 2012 and included on lines 2 through 5
for the discontinued program(s).
Truth in
Taxation
Work
Sheet
Line 6
Truth in
Taxation
Work
Sheet
Line 7
If a district revised the amount budgeted for a Small School Adjustment, or
amounts expended differed from the adopted budgets for Desegregation,
Dropout Prevention, or Joint Career and Technical Education and Vocational
Education Center in FY 2011, the total amount of the difference will be
included on this line to adjust the truth in taxation base limit.
Truth in
Taxation
Work
Sheet
Line 10
Use actual expenditures to date plus estimated amounts for the remainder of FY
2012.
Rev. 6/12-FY 2013
Budget Instructions
Page 34 of 34
BOARD ACTION ITEM
Governing Board Meeting Schedule July 2012 and August 2012
ACTION TYPE:
Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
The District Administration is requesting approval from the Governing Board to cancel the Regular Governing Board meeting scheduled for
Tuesday, July 24, 2012 and reschedule for Thursday, July 19, 2012 at 7:30 a.m. a one item agenda for personnel hires only.
The District Administration is requesting approval from the Governing Board to move the location to be determined by the Governing Board
Members for the Regular Governing Board meeting scheduled for Tuesday, August 28, 2012 due to city wide elections.
The Governing Board has met the deadline established by the Pima County Schools Superintendent's Office for calling of the November 6,
2012 Override Election. The Resolution has been forwarded to that office. However two last pieces of information need to be approved and
forwarded to that office by no later than August 10, 2012:
1. Governing Board Pro Statement
2. Governing Board explanation as to the purpose for which the $11.9 million of Override funds would be used for.
It is, therefore, necessary to have the Board approve a Special Meeting on August 7, 2012 and approve these two items. Attached is the
Informational Pamphlet for the November 2011 election which contains the Governing Board approved Pro Statement and explanation as to
how the $7.9 million of the proposed 10% override would be used. As indicated in the statement, with a 10% override the District would have
maintained various programs (see attached pamphlet). The 15% Override will not only maintain, but it will provide additional funds for program
enhancement and other purposes, which must be approved by the Governing Board.
BUDGET INFORMATION:
REVIEWED BY:
1. to approve canceling the Regular Governing Board meeting scheduled for Tuesday, July 24, 2012 and reschedule for Thursday, July 19,
2012 at 7:30 a.m.
2. to approve moving the location (to be determined by the Governing Board Members) of the Regular Governing Board meeting scheduled for
Tuesday, August 28, 2012 due to city elections.
3. to approve the scheduling of a Special Governing Board Meeting for Tuesday, August 7, 2012 at 7:30 a.m.
ATTACHMENTS:
Name:
Description:
Final_Draft_2011_VOTE_BY_MAIL_PAMPHLET.pdf Final Draft 2011 VOTE BY MAIL PAMPHLET
CREATION:
Date/Time:
Department:
7/5/2012 12:01:16 PM
Superintendent
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 9:15 AM
Approved
Superintendent
Type:
Cover Memo
TO THE VOTERS OF
On Tuesday, November 8, 2011, a special election will be held in the Sunnyside
Uniied School District of Pima County, Arizona. Registered voters of the District
will have the opportunity to vote on an important inancial matter.
Sunnyside Uniied School District will be asking the registered voters of the District
if they will authorize 1) a continuation of the Maintenance and Operations Budget
Override and 2) be allowed to issue and sell general obligation bonds. Your
responsibility will be to indicate whether you believe these should be approved.
These issues will be on the ballot as:
Proposition 402: 10% Maintenance and Operations Budget Override Renewal
Proposition 403: Issuance and Sale of $88,000,000 General Obligation Bonds
Information in this pamphlet is provided to help you make an informed decision.
Please review this information carefully and exercise your right to vote on
Election Day - November 8, 2011.
When you cast your vote you fulill a responsibility to your school district and
determine a course of action consistent with your desires for the education of the
children of your community.
Thanks to each of you for taking the time to study the issues and for taking the time
to make your voice heard by voting in this election. I hope this pamphlet will be a
helpful tool for your use.
Sincerely,
Linda Lee Arzoumanian, Ed.D.
Pima County School Superintendent
2
SPECIAL ELECTION – NOVEMBER 8, 2011
DISTRICT CONTACT INFORMATION
Should constituents have any questions about the contents of this Information
Pamphlet or would like speciic details of the ballot question, please contact:
Hector Encinas, Chief Financial Oficer
Sunnyside Uniied School District #12
2238 E. Ginter Road
Telephone: (520) 545-2220
This Information Pamphlet has been prepared for the qualiied electors of Sunnyside
Uniied School District No. 8 by the Ofice of the Pima County School Superintendent
pursuant to Arizona Revised Statutes § 15-481 and 15-491.
REQUEST FOR STATEMENTS
In compliance with Arizona Revised Statutes, the Pima County School Superintendent
invited the public to prepare arguments for OR against the ballot questions set for
the November 8, 2011, special election to be held in the Sunnyside Uniied School
District.
The notices were published in the area newspaper listed below:
Arizona Daily Star
Thursday, July 14, 2011
Thursday, July 21, 2011
[No arguments were received in opposition to the ballot questions by the published
deadline date; therefore, no argument in opposition is offered in the Information
Pamphlet.]
The county school superintendent reviews all statements of fact and corrects all statements of inaccuracy. Spelling, grammar, and punctuation were reproduced exactly as submitted in the “for” and
“against” arguments. The names of persons submitting written “for” and “against” arguments are
included only with their permission.
3
A STATEMENT AS TO WHY THE 10% MAINTENANCE AND
OPERATION BUDGET OVERRIDE ELECTION HAS BEEN CALLED
On June 28, 2011, the Governing Board of the District (the “Governing Board”)
passed and adopted a resolution calling a special override election (the “Election”). A copy of such resolution is available from the District by written request
to the Superintendent, Sunnyside Uniied School District No. 12 of Pima County,
Arizona, 2238 East Ginter Road, Tucson, Arizona 85706, telephone (520) 545
2024.
THE PROPOSED TOTAL INCREASE IN THE BUDGET OF THE DISTRICT WHICH EXCEEDS THE AMOUNT PERMITTED PURSUANT
TO SECTION 15-905, ARIZONA REVISED STATUTES, AS AMENDED,
WILL BE NOT TO EXCEED THE OTHERWISE ALLOWABLE REVENUE CONTROL LIMIT BY MORE THAN TEN PERCENT (10%). THE
PROPOSED OVERRIDE IS A CONTINUATION OF THE OVERRIDE APPROVED BY THE VOTERS IN 2007.
THE TOTAL AMOUNT OF THE CURRENT YEAR’S BUDGET, THE
TOTAL AMOUNT OF THE PROPOSED BUDGET AND THE TOTAL
AMOUNT OF THE ALTERNATE BUDGET ARE AS FOLLOWS:
Current 2011/12 Maintenance and Operations Budget
Proposed 2012/13 Maintenance and Operations Budget
Alternate 2012/13 Maintenance and Operations Budget
$86,218,538
86,218,538
83,580,745
THE PROPOSED INCREASE IN THE BUDGET WOULD BE IN EFFECT
FOR SEVEN YEARS AND WOULD ALLOW THE APPLICABLE REVENUE CONTROL LIMIT TO BE EXCEEDED BY NOT MORE THAN TEN
PERCENT (10%).
THE PROPOSED TOTAL AMOUNT OF REVENUES WHICH WILL
FUND THE INCREASE IN THE BUDGET AND THE AMOUNT WHICH
WILL BE OBTAINED FROM A LEVY OF TAXES UPON THE TAXABLE
PROPERTY WITHIN THE DISTRICT FOR THE FIRST YEAR FOR
WHICH THE BUDGET INCREASE IS ADOPTED IS AS FOLLOWS:
$7,913,379.
THE PROPOSED AMOUNT OF REVENUES WHICH WILL FUND THE
INCREASE IN THE BUDGET AND WHICH WILL BE OBTAINED FROM
OTHER THAN A LEVY OF TAXES UPON THE TAXABLE PROPERTY
WITHIN THE DISTRICT FOR THE FIRST YEAR FOR WHICH THE
BUDGET INCREASE WAS ADOPTED IS AS FOLLOWS: $0.
4
THE ESTIMATED DOLLAR AMOUNT FOR THE FIRST YEAR OF
THE CONTINUED OVERRIDE IS $7,913,379 AND THE PURPOSE FOR
WHICH THE PROPOSED INCREASE IN THE BUDGET IS TO BE
EXPENDED FOR THE FIRST AND SUBSEQUENT YEARS IS AS FOLLOWS:
•
•
•
•
•
•
•
•
•
maintain full day kindergarten
maintain suficient teaching staff to meet class size goals
maintain school security staff
maintain school counselors
maintain elementary physical education teachers
maintain ine arts programs
instructional assistants
maintain bus personnel and services
additional classroom supplies and materials
THE ALTERNATE BUDGET SHALL BE ADOPTED BY THE GOVERNING BOARD OF THE DISTRICT IF THE PROPOSED BUDGET IS NOT
ADOPTED BY THE QUALIFIED ELECTORS OF THE DISTRICT. IN
ADOPTING SUCH PROPOSED BUDGET, THE GOVERNING BOARD
SHALL FOLLOW THE PROCEDURES PRESCRIBED IN A.R.S. SECTION 15-905 FOR ADOPTING A BUDGET THAT DOES NOT INCLUDE
THE PROPOSED INCREASE.
ESTIMATED TAXPAYER COST:
As noted above, the M&O Override would be funded from a levy of ad valorem
taxes on all taxable property within the District. With voter approval to continue
the override, it is estimated that the total amount of the override for iscal year
2012/13 will be $7,913,379. The existing override would otherwise phase out
by reducing one-third in 2012/13 and an additional one-third in 2013/14. If
the override is not approved for continuation, the existing 10% override will
phase out completely in 2014/15. The estimated tax rate needed to fund the full
override is $1.76 per $100 of secondary assessed valuation. The cost of this tax
rate for any given property will depend on the Pima County Assessor’s full cash
and secondary assessed values of that property. Such values are not necessarily
equal to the market value of that property. Each property owner should refer
to his/her annual property tax statement issued by the Pima County Assessor or
his/her property tax bill to determine the Pima County Assessor’s full cash and
secondary assessed values. That information, utilized in connection with the following table, will enable a property owner to determine the estimated annual and
monthly tax cost that would result from the authorization of the M&O Override:
5
6
$153,540
An owner occupied residence whose assessed valuation is twice the assessed
valuation of the residence in subdivision (a) of this paragraph (A.R.S.
15-481B-11a above).
20% (d)
10%
10%
10%
Assessment
Ratio
$179,299
$15,354
$ 3,839
$ 7,677
Assessed
Value (b)
$1.7585
$7,913,379
$450,013,387
$1.7585
$1.7585
$1.7585
$1.7585
Estimated
Override
Tax Rate (c)
67.50
$3,152.97
$ 270.00
$
$ 135.00
Estimated
Annual Tax
Amount
(d) Assessment ratio will be reduced to 19.5% for 2013/14 and further reduced by one-half of one percentage point for each year to 18% for fiscal year 2016/17 and thereafter.
(c) Per $100 of assessed valuation.
(b) Estimated by Arizona Department of Revenue based on preliminary 2011/12 assessed values.
(a) Estimated 2012/13 secondary value for the District assumes -3% change over the 2011/12 preliminary information provided by the Arizona Department of Revenue.
__________________________
A business whose assessed valuation is the average of the assessed valuation
of property classified as class one, paragraphs 12 & 13, for the current year in
the school district.
A.R.S. 15-481B-11d
A.R.S. 15-481B-11c
$896,495
$ 38,385
An owner occupied residence whose assessed valuation is one-half of the
assessed valuation of the residence in subdivision (a) of this paragraph (A.R.S.
15-481B-11a above).
A.R.S. 15-481B-11b
$ 76,770
Full Cash
Value
An owner occupied residence whose assessed valuation is the average
assessed valuation of property classified as class three for the current year in
the school district.
A.R.S. 15-481B-11a
The assessed valuation and the estimated amount of the secondary tax bill if the
proposed budget is adopted for each of the following:
A.R.S. 15-481B-11
Estimated Revenues to fund 10% Maintenance & Operation
Budget Override
Total 2012/13 Estimated Secondary Assessed Valuation (a)
Estimated Tax Rate per $100 of Assessed Valuation to fund
10% M&O Budge override
MAINTENANCE AND OPERATIONS 10% OVERRIDE ELECTION
ASSESSED VALUATION AND ESTIMATED AMOUNTS OF SECONDARY TAX BILLS
PER A.R.S. 15-481b-11a,b,c,d
SAMPLE BALLOT
10% MAINTENANCE AND OPERATION BUDGET OVERRIDE
PROPOSITION 402
Shall the Governing Board of Sunnyside Uniied School District No. 12 of Pima
County, Arizona, (the “School District”) adopt Maintenance and Operations
Fund Budget which allows the school district to exceed the applicable revenue
control limit speciied by law in the amount of not more than ten percent (10%)
per iscal year for iscal year 2012-2013 and the next subsequent six (6) iscal
years thereafter?
The 2012-2013 proposed budget of the school district will exceed the alternate
proposed budget of the school district by approximately $2,637,793. The proposed increase in future years will be based on a percentage of the District’s revenue control limit as provided in section 15-481(P), Arizona Revised Statutes, as
amended, for this purpose.
Any budget increase continuation authorized by this election shall be entirely
funded by a levy of taxes upon the taxable property in this school district for
the year for which adopted and for six subsequent years, shall not be realized
from monies furnished by the state and shall not be subject to the limitation on
taxes speciied in Article IX, Section 18, Constitution of Arizona. Based on an
estimate of assessed valuation used for secondary property tax purposes, to fund
the proposed continuation of the increase in the school district’s budget would
require an estimated continuation of a tax rate of $1.76 per one hundred dollars
of assessed valuation used for secondary property tax purposes and is in addition
to the school district’s tax rate that will be levied to fund the school district’s
revenue control limit allowed by law.
BUDGET OVERRIDE CONTINUATION, YES
BUDGET OVERRIDE CONTINUATION, NO
7
_____
_____
Arguments in favor of Proposition # 402
STATEMENT FROM THE GOVERNING BOARD
The Sunnyside Community has continuously supported a 10% Override since
1987. This additional revenue has enabled the District to hire:
1. Additional teachers, elementary and middle school counselors,
instructional assistants, maintenance, custodial, grounds and bus
personnel;
2. Security monitors and off-duty police oficers to ensure safe and
orderly schools;
3. Elementary Physical Education teachers; and
4. All day Kindergarten teachers and Pre-school personnel
In addition, the override has provided funds to purchase additional supplies and
materials for the classroom and to maintain and repair our schools and will support
instructional technology coaches.
Over the past 4 years, Sunnyside School District has reduced its Maintenance and
Operation Budget from $96,754,362 in 2009 to $86,218,538 in 2012 because of
State Budget Cuts and other economic and policy factors.
If voters do not approve the Override:
1. The average homeowner will save $3.70 per month in property taxes
for the 2012-13 tax year, and;
2. The Governing Board will be required to cut $7,913,379 in personnel
and services over the next three years.
By voting YES, you will help the District obtain additional funds needed to
provide a safer place for students to learn and increased opportunities for students
to achieve their fullest potential.
Submitted by the Governing Board of Sunnyside Uniied School District, August
9, 2011
Louie Gonzales, President
Magdalena Barajas, Clerk
Eva C. Dong, Member
8
On November 8, 2011, voters of Sunnyside Uniied School District will be asked to vote
on two very important issues:
1. To Continue a 10% Override that provides almost $8,000,000 to the District
that funds additional teaching and non-teaching positions, provides additional
supplies and materials for the classroom and repair and maintain school facilities, and
programs and services that many other school districts don’t provide, and;
2. To approve $88,000,000 in bonds that will be sold over the next ten years
that will provide funds to continue and expand the District’s Technology
initiative, remodel/renovate existing schools and facilities, construct a new Fine
Arts Magnet School, purchase new buses and improve athletic facilities.
Voting NO will save the average homeowner approximately $44 in 2012-13 but over
300 employees are at risk of losing their jobs because programs will be eliminated or
drastically cut!
Voting YES on both initiatives will not increase the total amount of taxes currently
paid by taxpayers. That is the Board’s commitment and we will hold them and the
Administration accountable to that.
The District has made great strides in the past four years to improve the quality of
education. We cannot afford not to approve both initiatives.
Submitted by Hector M. Encinas and Olivia P. Encinas
________________________________________________________________________
I am proud to serve the Sunnyside Uniied School District. This community has always
supported paying secondary taxes to give our children a better education. It’s more
important now than ever before to vote yes for the bond and override. The bond will help
us keep moving forward by providing the technology resources that are so important, and
by improving school facilities, safety and transportation. The Sunnyside District is doing
great things. Governing Board members, the superintendent, principals, teachers and
students are earning state and national awards, as are Project Graduation and the district’s
early childhood program, Parents as Teachers. The resources the bond can provide will
make it possible to achieve more.
The override funds the district’s most important resource – the people who work in the
district. If we don’t continue to fund the override, the Sunnyside District could lose about
300 employees. That would hurt our children and our community. Please continue to
support the override and vote for the new bond. Thank you.
Monique Soria
9
The Sunnyside community is showing the world what can be achieved when peoplestudents, teachers, parents, community members and business owners – work together.
We’re reinventing ourselves as a school district and as a community. We’re graduating
more students than ever before. Our graduates are earning more scholarships than ever
before. We’ve been recognized in the state and nationally as leaders in bridging the
digital divide to give families access to technology. Business partners are stepping up
to support our technology initiatives because they believe in what we’re doing and they
know that we are preparing students to be productive members of the workforce and
contributing members of our community. I believe that Sunnyside is the best school
district in the state of Arizona and one of the best in the nation, in large part because we
have a community that believes in education, that believes in our teachers and in our
young people. Because of the gains we’ve made, we’ve reached a tipping point where
the change – the reinvention – we’ve achieved can’t be reversed. We need your approval
of both the bond and override to continue to move forward. Please vote yes for our
students and our community.
Manuel L. Isquierdo, Ed.D.
Superintendent, Sunnyside Uniied School District
________________________________________________________________________
This election is about more than sustaining the momentum of the Sunnyside District’s
transformation through technology; it’s about more than improving school facilities and
modernizing an aging bus leet. It’s not just about the future of the 18,000 students in
Sunnyside schools. It’s about the future of this community.
Sunnyside voters have approved overrides since 1997 and a bond in 1998. The owner
of a $100,000 home now pays less than $1 a day for both override and bond. It’s been
money well spent. A new bond and override would maintain the current tax. I know
times are tough and every dollar counts, but we cannot afford to stop investing in
education. Our community’s economic well-being depends on giving young people skills
they need to be competitive. It depends on having high quality schools that are an asset
to the neighborhoods we live in. Good schools increase the value of our homes, the safety
of our neighborhoods and the quality of life in our community. Some people say we can’t
afford to invest in our schools, our children and our future. I say we can’t afford not to.
Invest in your future by voting for the new bond and override.
10
Arguments Against Proposition # 402
NONE SUBMITTED
11
A STATEMENT FROM THE DISTRICT AS TO WHY THE SPECIAL BOND
ELECTION HAS BEEN CALLED
The Governing Board of the Sunnyside Uniied School District has called for a bond
election because the State of Arizona has virtually eliminated all capital funding for
school districts. State funds for addressing capital needs from Soft Capital, Unrestricted
Capital and Building Renewal are not being distributed to school districts. In addition, no
funds remain from the District’s prior bond authorization (in 1998) and all bonds will be
paid off by 2015.
The capital needs of the Sunnyside School District continue to grow and the best interests
of our students are not served under these conditions.
Proceeds from the bond issue will be used to purchase technology equipment for schools
and students to meet the goals of the District’s one-on-one technology initiative. Also,
the District is in need of replacing older buses, renovating/remodeling its aging facilities
(including athletic facilities), and improving security at all schools.
As previously stated, the bonds of the District that are currently outstanding will be paid
off by 2015. The intent of the Governing Board with this new bond authorization is to
implement the program gradually, so the combined tax levy for the prior outstanding
bonds and new bonds remains below current levels.
REQUESTED BOND AUTHORIZATION/PURPOSE FOR WHICH THE BONDS
ARE TO BE ISSUED:
On June 28, 2011, the Governing Board of the District passed and adopted a resolution
calling a special bond election (the “Election”) to authorize the issuance and sale of not
to exceed $88,000,000 principal amount of ad valorem tax bonds of the District in the
form of class B general obligation bonds (the “Bonds”) and related matters. A copy of
such resolution is available from the District by written request to the Superintendent,
Sunnyside Uniied School District No. 12 of Pima County, Arizona, 2238 East Ginter
Road, Tucson, Arizona 85750, Telephone (520) 545 2024. The proceeds of the sale of
the Bonds will provide money for purchasing or leasing school lots, building or renovating school buildings, improving school grounds, purchasing pupil transportation vehicles
and providing for other general capital expenses or for liquidating any indebtedness
already incurred for such purposes including for the purposes described herein under the
subheading “List of Proposed Capital Improvements” and for paying all legal, inancial,
engineering, architectural, project management and administration and other necessary
costs in connection therewith.
12
MAXIMUM INTEREST RATE OF THE BONDS:
The maximum interest rate on the Bonds will not exceed 10% per annum.
ESTIMATED TAXPAYER COST:
As noted above, the Bonds would be repaid from a levy of ad valorem taxes on all taxable property within the District which would impact the taxpayers in the form of an
estimated average annual tax rate of $1.1211 per $100 of secondary assessed value. The
cost of this tax rate for any given property will depend on the Pima County Assessor’s
full cash and secondary assessed values of that property. Such values are not necessarily
equal to the market value of that property. Each property owner should refer to his/her
annual property tax statement issued by the Pima County Assessor or his/her property tax
bill to determine the Pima County Assessor’s full cash and secondary assessed values.
That information, utilized in connection with the following table, will enable a property
owner to determine the estimated annual and monthly tax cost that would result from the
authorization and issuance of the Bonds:
PLAN OF FINANCE:
If the Election is successful, it is anticipated that the District would issue the total amount
of the Bonds by the means of several bond sales conducted over the following ten iscal
years. The interest rate to be borne by the Bonds would be determined by the market
conditions that prevail at the time of sale, but in no event would the Bonds be sold at an
interest rate greater than 10% per annum. Repayment of both principal of and interest on
the Bonds would occur over a period of not to exceed 20 years following each sale.
If authorized and sold, the Bonds would be repaid from a levy of ad valorem taxes on all
taxable property within the District. It is the intention of the District that payments on
new bonds, when added to payments remaining through iscal year 2014/15 on outstanding bonds, will not exceed the current annual bond payment. It is expected that the
Bonds would require a $1.1211 average annual tax rate per $100 of assessed valuation.
There is $19,790,000 aggregate principal amount of bonds of the District currently
outstanding. The following is an estimated debt service schedule for the Bonds and the
estimated impact to the secondary tax rate of the District given the assumptions described
therein:
13
AVERAGE ANNUAL TAX RATE PER $100 OF
SECONDARY ASSESSED VALUATION: $1.1211
Owner Occupied Residential Property
(Assessed at 10%)
Assessor's
Full Cash
Value(a)
$ 76,770
100,000
250,000
Secondary
Assessed
Value__
$ 7,677 (c)
10,000
25,000
Estimated
Average
Annual Cost(b)
Estimated
Average
Monthly Cost(b)
$ 86.07
112.11
280.27
$ 7.17
9.34
23.36
The tax impact over the term of the bonds on an owner-occupied residence valued by the County Assessor at $250,000 is
estimated to be $297 per year for 24 years or $7,125 total cost.(d)
Commercial and Industrial Property
(Assessed at 20%)(e)
Assessor's
Full Cash
Value(a)
$ 896,495
100,000
1,000,000
Secondary
Assessed
Value__
Estimated
Average
Annual Cost(b)
$179,299 (c)
20,000
200,000
$2,010.12
224.22
2,242.20
Estimated
Average
Monthly Cost(b)
$167.51
18.69
186.85
The tax impact over the term of the bonds on a commercial property valued by the County Assessor at $1,000,000 is estimated
to be $2,156 per year for 24 years or $51,747 total cost.(d)
Agricultural and Vacant Land
(Assessed at 16%)(f)
Assessor's
Full Cash
Value(a)
$ 52,369
100,000
1,000,000
Secondary
Assessed
Value__
Estimated
Average
Annual Cost(b)
$ 8,379(c)
16,000
160,000
$ 93.94
179.38
1,793.76
Estimated
Average
Monthly Cost(b)
$ 7.83
14.95
149.48
The tax impact over the term of the bonds on agricultural property/vacant land valued by the County Assessor at $100,000 is
estimated to be $180 per year for 24 years or $4,317 total cost.(d)
_____________________________
(a)
(b)
(c)
(d)
(e)
(f)
Assessor's full cash value is the value of your property as it appears on your tax bill and does not necessarily represent the
market value.
Cost based on the average projected tax rate over the life of the bond issues and a number of other financing assumptions which
are subject to change.
Estimated average value of owner-occupied residential properties, agricultural and vacant land, and commercial and industrial
properties, as applicable, within the District as provided by the Arizona Department of Revenue.
Assumes the valuation of the property grows or declines at half the rate of the district total assessed value shown on projected
debt service schedule.
Assessment ratio will be reduced to 19.5% in fiscal year 2013/14 and further reduced by one-half of one percentage point for
each year to 18% for tax year 2016/17.
Assessment ratio will be reduced to 15% for fiscal year 2016/17 and thereafter.
15
ESTIMATED TOTAL COST:
Should the Bonds be authorized and issued, the District estimates that the total cost of the
Bonds, including principal and interest would be $136,037,600.
ESTIMATED ISSUANCE COSTS:
Should the Bonds be authorized and issued, the District estimates that the cost of issuance
of each series of the Bonds will be approximately $60,000.
CURRENT OUTSTANDING GENERAL OBLIGATION DEBT AND CONSTITUTIONAL DEBT LIMITATION:
The District currently has $19,970,000 aggregate principal amount of ad valorem tax debt
outstanding. The constitutional debt limit of the District is $153,788,522, being thirty
percent (30%) of the current secondary assessed valuation of the District.
CAPITAL IMPROVEMENT PLAN: On the following page.
16
Sunnyside Unified School District
100212
17
FY 2013
FY 2014
FY 2015
FY 2016
FY 2017
FY 2018
FY 2019
FY 2013
FY 2014
* Requested prior to September 2010 Capital Plan cycle.
9-12 high school
with capacity for
634 students
(project 004N) *
FY 2012
FY 2015
FY 2017
FY 2018
Reviewed and Approved by: /s/ Dean Gray, Executive Director
FY 2016
FY 2019
Identified below are the new facilities the School Facilities Board has approved for funding as of June 1, 2011 to open in FY 2012 through FY 2014, and has conceptually approved
to open in FY 2014 through FY 2019. The conceptual approval of projects does not commit funding, but demonstrates the projected need for new facilities based on current
demographic projections for the district.
District did not request new construction in September 2010 Capital Plan.
New Construction Projects Approved by the School Facilities Board as of June 1, 2011
FY 2012
district:
Districts were required to submit a 2011 capital plan to the School Facilities Board by September 1, 2010 if the district believed that additional square footage would be required for
schools (exclusive of district administrative space) by the fall of 2013, or additional land for new school facilities would be required by the fall of 2020. The required information
included a description of the additional space requested and enrollment projections for the district. Following is a summary of the additional space requested by the
September, 2010 District Submittal
A.R.S. 15-481 and 15-491 provide that the informational report prepared by the county school superintendent pursuant to an election to exceed the capital outlay revenue limit or to
issue class B bonds or Impact Aid Revenue bonds for a school district contain an executive summary of the district's most recent capital plan as submitted to the Arizona School
Facilities Board. The following executive summary contains the district's New Construction request as submitted in its September 1, 2010 Capital Plan, the district revision of that
plan (if applicable), and the New Construction projects for the district approved to date by the School Facilities Board (except for projects completed prior to FY 2012).
District:
CTD:
STATE OF ARIZONA
SCHOOL FACILITIES BOARD
Capital Plan Executive Summary
28,000,000
12,000,000
Student Technology Improvement and Security
Upgrades (including lighting and cameras)
Fine Arts Magnet School Construction
18
$1.1211
0.0000
1.1211
0.0764
0.1529
0.3567
0.1274
$0.4077
$112.11
0.00
112.11
7.64
15.29
35.67
12.74
$ 40.77
Estimated Annual
Cost to Owner
of a Home Valued at
$100,000
______________________________
(a)
Bond issuance costs are included in the estimated cost of each improvement.
(b)
The estimated average annual tax rate and estimated annual cost are based on the average annual tax rate over the
life of the proposed bond issue and other financing assumptions which are subject to change.
0
$88,000,000
Total
88,000,000
Subtotal of Administrative
Capital Improvements
NONE
Proposed Capital Improvements for
Administrative Purposes
Subtotal of Non-Administrative
Capital Improvements
6,000,000
10,000,000
Athletic Facility Improvements
Pupil Transportation Vehicles
$32,000,000
School Renovations and New Construction
Proposed Capital Improvements NonAdministrative Purposes
Estimated
Costs (a)
Estimated
Average Annual
Tax Rate(b)
LIST OF PROPOSED CAPITAL IMPROVEMENTS
SAMPLE BALLOT
PROPOSITION 403
Shall Sunnyside Uniied School District No. 12 of Pima County, Arizona (the
“School District”), be authorized to issue and sell school improvement bonds
of the School District in the form of class B general obligation bonds in the
principal amount of not to exceed $88,000,000 for the purpose of raising money
for purchasing or leasing school lots, building or renovating school buildings,
supplying school buildings with furniture, equipment and technology, improving
school grounds, purchasing pupil transportation vehicles and providing for other
general capital expenses or for liquidating any indebtedness already incurred for
such purposes including with respect to the following:
•school renovations and new construction;
•athletic facility improvements;
•student technology improvements and security upgrades; and
•pupil transportation vehicles
and for paying all legal, inancial, engineering, architectural, project management and administration and other necessary costs in connection therewith and,
in connection therewith as necessary, to purchase school sites and build school
buildings, said bonds and any bonds issued to refund such bonds to be sold for
prices which may include premium in amounts permitted by applicable law, to
bear interest at a rate of not to exceed 10% per annum, payable semiannually on
the irst day of January and the irst day of July of each year until the maturity
of each bond and at the option of the School District to be evidenced by separate
supplemental interest certiicates, to mature over a period of not more than 20
years from the date of their issuance, to be in the amount of $5,000 of principal amount each or multiples thereof and to mature on the irst day of the same
month of each year which may be either January or July? The Bonds may be
refunded by the issuance of refunding bonds of a weighted average maturity of
less than 75% of the weighted average maturity of the bonds being refunded.
The issuance of these bonds will result in an annual levy of property taxes suficient to pay the debt on the bonds.
The capital improvements that are proposed to be funded through this bond issuance are to exceed the State standards and are in addition to moneys provided by
the State.
The School District is proposing to issue class B general obligation bonds totaling $88,000,000 to fund capital improvements over and above those funded by
the State. Under the Students FIRST Capital funding system, the School District
is entitled to State moneys for building renewal, new construction and renovation of school buildings in accordance with State law.
BOND APPROVAL, YES
BOND APPROVAL, NO
19
_____
_____
On November 8, 2011, voters of Sunnyside Uniied School District will be asked to vote
on two very important issues:
1.To Continue a 10% Override that provides almost $8,000,000 to the District that funds
additional teaching and non-teaching positions, provides additional supplies and materials
for the classroom and repair and maintain school facilities, and programs and services
that many other school districts don’t provide, and;
2.To approve $88,000,000 in bonds that will be sold over the next ten years that will provide funds to continue and expand the District’s Technology initiative, remodel/renovate
existing schools and facilities, construct a new Fine Arts Magnet School, purchase new
buses and improve athletic facilities.
Voting NO will save the average homeowner approximately $44 in 2012-13 but over 300
employees are at risk of losing their jobs because programs will be eliminated or drastically cut!
Voting YES on both initiatives will not increase the total amount of taxes currently paid
by taxpayers. That is the Board’s commitment and we will hold them and the Administration accountable to that.
The District has made great strides in the past four years to improve the quality of education. We cannot afford not to approve both initiatives.
Submitted by Hector M. Encinas and Olivia P. Encinas
________________________________________________________________________
I am proud to serve the Sunnyside Uniied School District. This community has always
supported paying secondary taxes to give our children a better education. It’s more
important now than ever before to vote yes for the bond and override. The bond will help
us keep moving forward by providing the technology resources that are so important, and
by improving school facilities, safety and transportation. The Sunnyside District is doing
great things. Governing Board members, the superintendent, principals, teachers and
students are earning state and national awards, as are Project Graduation and the district’s
early childhood program, Parents as Teachers. The resources the bond can provide will
make it possible to achieve more.
The override funds the district’s most important resource – the people who work in the
district. If we don’t continue to fund the override, the Sunnyside District could lose about
300 employees. That would hurt our children and our community. Please continue to
support the override and vote for the new bond. Thank you.
Monique Soria
20
The Sunnyside community is showing the world what can be achieved when peoplestudents, teachers, parents, community members and business owners – work together.
We’re reinventing ourselves as a school district and as a community. We’re graduating
more students than ever before. Our graduates are earning more scholarships than ever
before. We’ve been recognized in the state and nationally as leaders in bridging the
digital divide to give families access to technology. Business partners are stepping up
to support our technology initiatives because they believe in what we’re doing and they
know that we are preparing students to be productive members of the workforce and contributing members of our community. I believe that Sunnyside is the best school district
in the state of Arizona and one of the best in the nation, in large part because we have
a community that believes in education, that believes in our teachers and in our young
people. Because of the gains we’ve made, we’ve reached a tipping point where the
change – the reinvention – we’ve achieved can’t be reversed. We need your approval of
both the bond and override to continue to move forward. Please vote yes for our students
and our community.
Superintendent, Sunnyside Uniied School District
________________________________________________________________________
This election is about more than sustaining the momentum of the Sunnyside District’s
transformation through technology; it’s about more than improving school facilities and
modernizing an aging bus leet. It’s not just about the future of the 18,000 students in
Sunnyside schools. It’s about the future of this community.
Sunnyside voters have approved overrides since 1997 and a bond in 1998. The owner
of a $100,000 home now pays less than $1 a day for both override and bond. It’s been
money well spent. A new bond and override would maintain the current tax. I know
times are tough and every dollar counts, but we cannot afford to stop investing in education. Our community’s economic well-being depends on giving young people skills they
need to be competitive. It depends on having high quality schools that are an asset to the
neighborhoods we live in. Good schools increase the value of our homes, the safety of
our neighborhoods and the quality of life in our community. Some people say we can’t
afford to invest in our schools, our children and our future. I say we can’t afford not to.
Invest in your future by voting for the new bond and override.
21
Arguments against Proposition # 403
NONE SUBMITTED
22
VOTING INFORMATION
For voting assistance and voter information, please call the
Pima County Recorder’s Ofice at (520) 740-4330.
DATE OF ELECTION: Tuesday, November 8, 2011
WHERE TO VOTE: By mail! Your ballots for this election will be mailed
to you. There are replacement ballot sites listed in this pamphlet.
I’VE RECEIVED MY BALLOT. NOW WHAT DO I DO?
Once you receive your ballot in the mail, please read the instructions carefully. Fill out
your ballot as stated in the instructions. You will place and seal your ballot in the white
afidavit envelope. You will sign the white afidavit envelope where instructed. Then
place and seal the white envelope inside the larger yellow envelope. You can then mail the
voting materials. The yellow envelope is self-addressed and postage is pre-paid. If you do
not want to mail your ballot, you can drop it off at the Pima County Recorder’s Ofice or
Recorder’s Ofice Annex.
WHEN TO VOTE: Anytime after you receive your ballot you may complete, sign
and return it through the United States Postal Service, in the pre-addressed postage paid
envelope. The replacement sites are open from 8:00 AM to 7:00 PM on Election Day. Any
qualiied voter who is in line to vote at 7:00 PM shall be allowed to prepare and cast their
ballot.
SAMPLE BALLOTS: May be brought to the replacement sites on Election Day.
PAMPHLET PREPARED IN ENGLISH AND SPANISH: This Information Pamphlet
has been prepared in both English and Spanish to comply with the Federal Voting Rights
Act of 1965. The Voting Rights Act of 1965 protects every American against racial
discrimination in voting. This law also protects the voting rights of many people who have
limited English skills.
QUALIFICATIONS TO VOTE: In order to vote in this school district election, you must
be 18 years of age, living within the boundary of your school district, and be registered to
vote at least 29 days prior to the election date, before midnight Monday, October 10, 2011.
If you do not know if you are eligible to vote, please contact the Pima County Recorder’s
Ofice at (520) 740-4330.
REGISTERING TO VOTE: There are different ways you can register to vote.
•You can go to the Pima County Recorder’s Ofice located at 115 N. Church Avenue.
•You can visit the Pima County Recorder’s website to download and print a voter
registration form at: http://www.recorder.pima.gov/regvote.aspx.
•You can also register to vote through at: http://www.servicearizona.com/webapp/evoter.
23
VOTING INFORMATION
BALLOT DEADLINE: In order to be valid and counted, Ballots must be RECEIVED
BY THE PIMA COUNTY RECORDER by (7:00 PM) on Election Day - Tuesday,
November 8, 2011. Ballots may also be turned in on Election Day at the replacement
sites listed on page 26 of this voter information pamphlet.
A LARGE PRINT copy of this Information Pamphlet will be available at replacement
sites.
ACCESSIBILITY FOR VOTERS: County election oficials will accommodate special
needs of voters. If special assistance for voters with disabilities is required at your polling
place, please call (520) 351-6830 or (520) 351-6871 (TTY) at least 72 hours prior to
Election Day.
EARLY VOTING: There will not be early voting in the traditional sense. This entire
special election will be a vote-by-mail election and your ballot is automatically mailed
to your home 21 days prior to the election. You will have an opportunity to return your
ballot to cast your vote any time between the day you receive your ballot and Election
Day (November 8, 2011).
If you plan to be out of town during the ballot mailing period, you may request an early
ballot from the Recorder’s Ofice to be delivered to you before the mailing period begins.
Please contact the Pima County Recorder’s Ofice at (520) 740-4330
I LOST MY BALLOT – WHAT DO I DO?
If you lose your ballot before Election Day, you will need to go to the Pima County
Recorder’s Ofice or the Recorder’s Annex to vote a replacement ballot. On Election
Day, you can vote a replacement ballot at any one of the Replacement Ballot sites listed
on Page 26 of this voter information pamphlet. You have until 7:00PM on Election Day
to cast your ballot.
I MADE A MISTAKE ON MY BALLOT – WHAT DO I DO?
If you made a mistake on your ballot, take your spoiled ballot to the Pima County
Recorder’s Ofice or the Recorder’s Annex to voter a replacement ballot. On Election
Day, you can vote a replacement ballot at any one of the Replacement Ballot sites listed
on Page 26 of this voter information pamphlet. You have until 7:00PM on Election Day
to cast your ballot.
24
VOTING INFORMATION
I NEVER RECEIVED MY BALLOT – WHAT DO I DO?
If you did not receive your ballot, your voter registration information could be incorrect.
You can go to the Pima County Recorder’s Ofice or the Recorder’s Annex to voter a
replacement ballot. On Election Day, you can vote a replacement ballot at any one of the
Replacement Ballot sites listed on Page 26 of this voter information pamphlet. You have
until 7:00PM on Election Day to cast your ballot. You must be registered to vote in the
school district at least 29 days before Election Day in order to receive a ballot.
IF I MOVE TO A DIFFERENT RESIDENTIAL ADDRESS, WILL MY VOTE-BYMAIL BALLOT BE FORWARDED TO ME?
No. Your vote-by-mail ballot cannot be forwarded to a different address from what
is listed on your current voter registration. It is important that you have a current
registration with your most recent information on ile with the Pima County Recorder.
If you need to make changes to your current voter registration, you must re-register by
October 10, 2011. You may contact the Pima County Recorder’s Ofice at (520) 7404330 to verify your voter registration information.
WHAT PRECAUTIONS ARE IN PLACE TO AVOID LOSING MY VOTED
BALLOT IN THE MAIL?
The return ballot envelopes are bright yellow and are coded with a special postal code
that let postal oficials to handle your ballot with extreme care and promptness.
25
26
NAME
RECORDER'S OFFICE
RECORDER'S ANNEX
CRAYCROFT ELEMENTARY SCHOOL
SUMMIT VIEW ELEMENTARY SCHOOL
CHALLENGER MIDDLE SCHOOL
SUNNYSIDE HIGH SCHOOL
EL PUEBLO NEIGHBORHOOD CENTER
ADDRESS
115 N CHURCH
6550 S COUNTRY CLUB
5455 E LITTLETOWN ROAD
1900 E SUMMIT VIEW ROAD
100 E ELVIRA ROAD
1725 E BILBY ROAD
101 W IRVINGTON RD
NOVEMBER 8, 2011 SPECIAL ELECTION
BALLOT DROP-OFF & REPLACEMENT SITES
ROOM LOCATION
RECORDER'S OFFICE
RECORDER'S ANNEX
PORTABLE P-4
AUDITORIUM STAGE AREA
AUDITORIUM
AUDITORIUM
A LOS VOTANTES DEL DISTRITO ESCOLAR
UNIFICADO DE SUNNYSIDE
El martes 8 de Noviembre del 2011 se celebrará una elección especial en el Distrito
Escolar Uniicado de Sunnyside del Condado de Pima, Arizona. Los votantes
registrados del distrito tendrán la oportunidad de votar sobre un importante asunto
inanciero.
El Distrito Distrito Escolar Uniicado de Sunnyside preguntará a los electores
registrados del distrito si autorizan 1) una continuación del rebase del presupuesto
de mantenimiento y operaciones y 2) que se le permita emitir y vender bonos de
obligación general. Su responsabilidad será indicar si usted cree que estos deben
ser aprobados.
Estos temas estarán en la boleta como:
Propuesta 402: Renovación de rebase de un 10% de Mantenimiento y Operaciones
Propuesta 403: Emitir y vender $88,000,000 de Bonos de Obligación General
Se proporciona la información en este folleto para ayudarle a tomar una decisión
informada. Por favor revise esta información cuidadosamente y ejercite su derecho
a votar el Día de la Elección, 8 de Noviembre del 2011.
Cuando usted emite su voto usted cumple con una obligación con su distrito escolar
y determina el curso de acción consistente con sus deseos para la educación de los
niños de su comunidad.
Gracias a cada uno de ustedes por tomar el tiempo para estudiar los asuntos y por
tomar el tiempo para hacer que su voz sea oída al votar en esta elección. Espero
que este folleto sea una herramienta útil para uso de usted.
Atentamente,
Linda Lee Arzoumanian, Ed.D.
Superintendente Escolar del Condado de Pima
27
DISTRITO ESCOLAR UNIFICADO DE SUNNYSIDE
ELECCIÓN ESPECIAL EL 8 DE NOVIEMBRE DE 2011
INFORMACIÓN SOBRE CONTACTO EN EL DISTRITO
Si los votantes tuvieran alguna duda sobre el contenido de este folleto informativo,
o si quisieran obtener detalles especíicos sobre cualquiera pregunta en la balota,
rogamos se pongan en contacto con:
Hector Encinas, Directora Financiera
Distrito Escolar Uniicado Núm. 12 De Sunnyside
2238 E. Ginter Road
Teléfono: (520) 545-2220
Este folleto informativo ha sido redactado para los votantes aptos del Distrito Escolar
Uniicado Núm. 12 De Sunnyside por la Superintendente Escolar del Condado de
Pima de acuerdo con los Estatutos Enmendados de Arizona § 15-481 y 15-491.
SOLICITUD DE DECLARACIONES
La Superintendente Escolar del Condado de Pima invitó al público a preparar
argumentos a favor O en contra de la pregunta en la balota de la elección especial
del 8 de noviembre de 2011 a celebrarse en el Distrito Escolar Uniicado de
Sunnyside.
Los avisos fueron anunciados en el distrito escolar y fueron publicados en el
periodico local indicado a continuación:
Arizona Daily Star
jueves, 14 de julio de 2011
jueves, 21 de julio de 2011
[A la fecha de publicación no se había recibido ningún argumento en contra del
asunto en la balota; por lo tanto, no se ofrece ningún argumento en contra en el
folleto informativo.]
La superintendente escolar del condado repasa todas las declaraciones de hecho y corrige cualquier
declaración que no sea exacto. Se reprodujeron la ortograia, la gramática y la puntuación de los argumentos “a favor” y “en contra” exactamente como se recibieron. Los nombres de las personas que han
presentado declaraciones “a favor” y “en contra” se publican sólo con el permiso del autor.
28
UN TESTIMONIO SOBRE PORQUÉ SE HA CONVOCADO UNA ELECCIÓN DE REBASE EN UN 10% DEPRESUPUESTO DE MANTENIMIENTO Y OPERACIONES
El 28 de junio de 2011, la Junta de Gobierno del Distrito (la “Junta de Gobierno”) aprobó y adoptó una resolución convocando una elección especial de
rebase (la “Elección”). Una copia de tal resolución está disponible del Distrito
escribiendo una solicitud a la Superintendente, Sunnyside Uniied School District No. 12 of Pima County, Arizona, 2238 East Ginter Road, Tucson, Arizona
85706, teléfono (520) 545 2024.
EL PROPUESTO AUMENTO TOTAL EN EL PRESUPUESTO DEL
DISTRITO QUE EXCEDE LA CANTIDAD PERMITIDA DE ACUERDO
CON LA SECCIÓN 15-905, ESTATUTOS REVISADOS DE ARIZONA,
SEGÚN ESTAN ENMENDADOS, SERÁ DE NO EXCEDER EL LÍMITE
DE CONTROL DE INGRESOS PERMITIDOS DE OTRA FORMA EN
MÁS DE UN DIEZ POR CIENTO (10%). EL PROPUESTO REBASE ES
UNA CONTINUACIÓN DEL REBASE APROBADO POR LOS VOTANTES EN 2007.
LA CANTIDAD TOTAL DEL PRESUPUESTO DEL AÑO ACTUAL, LA
CANTIDAD TOTAL DEL PRESUPUESTO PROPUESTO Y LA CANTIDAD TOTAL DEL PRESUPUESTO ALTERNATIVO SON LAS SIGUIENTES:
Presupuesto de Mantenimiento y Operaciones 2011/12 actual
Presupuesto de Mantenimiento y Operaciones 2012/13 propuesto
Presupuesto de Mantenimiento y Operaciones 2012/13 alternativo
$86,218,53
86,218,538
83,580,745
EL PROPUESTO AUMENTO EN EL PRESUPUESTO ESTARÁ EN
EFECTO POR SIETE AÑOS Y PERMITIRÁ QUE EL LÍMITE DE CONTROL DE INGRESOS APLICABLE SEA EXCEDIDO EN NO MÁS DEL
DIEZ POR CIENTO (10%).
LA CANTIDAD TOTAL PROPUESTA DE INGRESOS QUE FINANCIARÁN EL AUMENTO EN EL PRESUPUESTO Y LA CANTIDAD QUE
SERÁ OBTENIDA DEL GRAVAMEN DE IMPUESTOS SOBRE LAS
PROPIEDADES SUJETAS A IMPUESTOS DENTRO DEL DISTRITO
POR EL PRIMER AÑO PARA EL QUE ES ADOPTADO EL AUMENTO
DEL PRESUPUESTO ES LA SIGUIENTE: $7,913,379.
LA CANTIDAD PROPUESTA DE INGRESOS QUE FINANCIARÁN EL
AUMENTO EN EL PRESUPUESTO Y QUE SERÁ OBTENIDA DE OTRA
FUENTE QUE EL GRAVAMEN DE IMPUESTOS SOBRE LAS PROPIEDADES SUJETAS A IMPUESTOS DENTRO DEL DISTRITO POR EL
PRIMER AÑO PARA EL QUE ES ADOPTADO EL AUMENTO DEL
PRESUPUESTO ES LA SIGUIENTE: $0.
29
LA ESTIMADA CANTIDAD DE DÓLARES POR EL PRIMER AÑO DEL
REBASE CONTINUADO ES $7,913,379 Y LA FINALIDAD PARA LA
QUE SE HA DE GASTAR EL PROPUESTO AUMENTO EN EL PRESUPUESTO POR EL PRIMER AÑO Y AÑOS SUBSIGUIENTES ES COMO
SIGUE:
•mantener jardín de niños todo el día
•mantener suiciente personal de enseñanza para cumplir los objeti
vos de tamaño de la clase
•mantener personal de seguridad escolar
•mantener consejeros escolares
•mantener maestros de educación física elemental
•mantener programas de bellas artes
•ayudantes de instrucción
•mantener personal y servicios de autobuses
•suministros y materiales adicionales para las clases
EL PRESUPUESTO ALTERNATIVO SERÁ ADOPTADO POR LA JUNTA
DE GOBIERNO DEL DISTRITO SI EL PRESUPUESTO PROPUESTO
NO ES ADOPTADO POR LOS ELECTORES HÁBILES DEL DISTRITO.
AL ADOPTAR TAL PROPUESTO PRESUPUESTO, LA JUNTA DE GOBIERNO SEGUIRÁ LOS PROCEDIMIENTOS ESTABLECIDOS EN LA
SECCIÓN 15-905 DE A.R.S. PARA ADOPTAR UN PRESUPUESTO QUE
NO INCLUYE EL AUMENTO PROPUESTO.
ESTIMADOS COSTES DEL CONTRIBUYENTE:
Como está indicado anteriormente, el rebase de Mantenimiento y Operación
será inanciado por medio del gravamen de impuestos sobre la valoración en
todas las propiedades sujetas a impuestos dentro del Distrito. Con la aprobación
de los votantes de continuar el rebase se estima que la cantidad total del rebase
para el año iscal 2012/13 será $7,913,379. Si no fuera así el existente rebase se
reduciría progresivamente en una tercera parte en 2012/13 y en una tercera parte
adicional en 2014/15. La estimada tasa de impuesto necesaria para inanciar el
rebase completo es de $1.76 por cada $100 de valor impositivo secundario. El
coste de esta tasa de impuesto para cualquier propiedad dependerá de los valores
impositivos secundarios y en efectivo del Tasador del Condado de Pima de esa
propiedad. Tales valores no son necesariamente iguales al valor de mercado de
esa propiedad. Cada propietario deberá ver su estado de cuenta de impuesto
anual sobre la propiedad emitido por el Tasador del Condado de Pima o su
factura de impuesto sobre la propiedad para determinar los valores impositivos
secundarios y en efectivo del Tasador del Condado de Pima. Esa información
usada en conexión con la siguiente tabla permitirá al propietario determinar el
estimado coste anual y mensual del impuesto que resultaría de la autorización
del Rebase de Mantenimiento y Operaciones:
30
31
$153,540
A.R.S. 15-481B-11c
Una residencia ocupada por el propietario cuya valoración
impositiva es dos veces más que la valoración impositiva de una
residencia en la subdivisión (a) de este párrafo (A.R.S.
15-481B-11a anterior).
20% (d)
10%
10%
10%
Índice
impositivo
$179,299
$15,354
$ 3,839
$ 7,677
Valor
impositivo
(b)
$1.7585
$7,913,379
$450,013,387
$1.7585
$1.7585
$1.7585
$1.7585
Tase
estimada del
impuesto de
rebase (c)
67.50
$3,152.97
$ 270.00
$
$ 135.00
Cantidad
estimada del
impuesto
anual
(a) El estimado valor secundario del Distrito de 2012/supone un 3% de cambio sobre la información preliminar de 2011/12 proporcionada por el Departamento de Recaudación de Impuestos
del Arizona
$896,495
$ 38,385
A.R.S. 15-481B-11d
Un negocio cuya valoración impositiva es el promedio de valoración
impositiva de una propiedad clasificada como clase uno, párrafos
12 y 13, por el año actual en el distrito escolar.
__________________________
$ 76,770
A.R.S. 15-481B-11b
impositiva es la mitad de la valoración impositiva de una residencia
en la subdivisión (a) de este párrafo (A.R.S. 15-481B-11B 11a
anterior).
Valor en efectivo
total
A.R.S. 15-481B-11a
impositiva es el promedio de valoración impositiva de una
propiedad clasificada como clase tres por el año actual en el distrito
escolar.
A.R.S. 15-481B-11
La valoración impositiva impositiva y la cantidad estimada de la
factura del impuesto secundario si el presupuesto propuesto es por
cada uno de los siguientes:
Ingresos estimados para financiar el Rebase del Presupuesto de
Mantenimiento y Operaciones en un 10%
Total estimado del valor impositivo secundario de 2012/13 (a)
Estimada tasa de impuesto por cada $100 de valor impositivo para
financiar el rebase en un 10% de Mantenimiento y Operaciones
DISTRITO ESCOLAR UNIFICADO NO 12 DE SUNNYSIDE
ELECCIÓN DE REBASE EN UN 10% EN MANTENIMIENTO Y OPERACIONES
VALOR IMPOSITIVO Y CANTIDADES ESTIMADAS DE LAS FACTURAS DE IMPUESTOS SECUNDARIOS
DE ACUERDO CON A.R.S. 15-481b-11a,b,c,d
BOLETA DE MUESTRA
PROPUESTA 402
¿Deberá la Junta de Gobierno del Distrito Escolar Uniicado Núm. 12 de Sunnyside del Condado de Pima, Arizona, (el “Distrito Escolar”) adoptar un Presupuesto de Mantenimiento y Operaciones que permite al distrito escolar exceder
el límite del control de ingresos aplicable especiicado por ley en la cantidad de
no más de un diez por ciento (10%) por año iscal para el año iscal 2012-2013 y
para los seis (6) años siguientes?
El propuesto presupuesto del 2012-2013 del distrito escolar excederá el
presupuesto propuesto alternativo del distrito escolar en aproximadamente
$2,637,793. El propuesto aumento en años futuros estará basado en un porcentaje del límite de control de ingresos del Distrito como lo dispone la Sección
15-481(P) de los Estatutos Enmendados de Arizona.
Cualquier continuación del aumento del presupuesto autorizado por esta elección será inanciado enteramente por una imposición de impuestos sobre las
propiedades sujetas a impuestos en este distrito escolar en el año en el que se
adopte y por los seis años siguientes, no será realizado con dinero proporcionado
por el estado, y no estará sujeto a las limitaciones de impuestos especiicadas
en el artículo IX, Sección 18, de la Constitución de Arizona. Basándose en un
cálculo de la valoración iscal usada a ines de impuestos secundarios sobre la
propiedad, para inanciar el propuesto aumento en el presupuesto del distrito escolar se requirirá una estimada tasa de impuesto de $1.76 por cada cien dólares
de valor imponible usado a ines de impuestos secundarios sobre la propiedad
y es en adición a la tasa de impuesto del distrito escolar que será impuesta para
inanciar el límite del control de ingresos del distrito escolar permitido por la ley.
CONTINUAR AUMENTO DEL PRESUPUESTO, SÍ _____
CONTINUAR AUMENTO DEL PRESUPUESTO, NO _____
32
Argumentos a favor de la Propuesta Núm. 402
DECLARACIÓN DE LA JUNTA DE GOBIERNO
La comunidad de Sunnyside ha apoyado continuamente un Rebase del 10% desde
1987. Estos ingresos adicionales han permitido al Distrito contratar:
1. Maestros, consejeros de escuela media y de primaria, ayudantes de
instrucción y personal de mantenimiento, limpieza, de terrenos y de
autobuses adicionales;
2. Monitores de seguridad y oiciales de policía no en servicio para
asegurar escuelas seguras y ordenadas;
3. Maestros de educación física de primaria; y
4. Maestros de jardín de niños de todo el día y personal de preescolar
Además, el rebase ha proporcionado fondos para comprar suministros y materiales
adicionales par las clases y mantener y reparar nuestras escuelas y apoyará a
instructores de tecnología instructiva.
Durante los últimos 4 años, el Distrito Escolar de Sunnyside ha reducido
su Presupuesto de Mantenimiento y Operaciones de $96,687,394 en 2009 a
$86,218,538 en 2012 debido a los Recortes del Presupuesto Estatal y a otros
factores de política y económicos.
Si los votantes no aprueban el Rebase:
1. El propietario de un hogar promedio ahorrará $3.70 por mes en
impuestos sobre la propiedad por el año de impuestos de 2012-13, y;
2. La Junta de Gobierno estará requerida a recortar $7,913,379 en
personal y servicios durante los próximos tres años.
Al votar SÍ, usted ayuda al Distrito a obtener fondos adicionales necesarios para
proporcionar un lugar más seguro para que aprendan los estudiantes y mayores
oportunidades para que los estudiantes logren su mayor potencial.
Presentado por la Junta de Gobierno del Distrito Escolar Uniicado de Sunnyside,
9 de agosto de 2011
Louie Gonzáles, Presidente
Magdalena Barajas, Secretaria
Eva C. Dong, Miembro
33
El 8 de noviembre de 2011, a los votantes del Distrito Escolar Uniicado de Sunnyside se
les pedirá que voten sobre dos temas muy importantes:
1. Continuar un Rebase del 10% que proporciona casi $8,000,000 al Distrito que
inancian puestos adicionales de enseñanza y no de enseñanza, proporciona suministros y
materiales adicionales para las clases y reparación y mantenimiento de las instalaciones
escolares y programas y servicios que muchas otros distritos escolares no proporcionan,
y;
2. Aprobar $88,000,000 en bonos que serán vendidos durante los próximos diez años
que proporcionarán fondos para continuar y ampliar la iniciativa de Tecnología del
Distrito, remodelar y renovar las existentes instalaciones y escuelas, construir una nueva
Escuela Especializada (Magnet) de Bellas Artes, comprar nuevos autobuses y mejorar las
instalaciones deportivas.
Votar NO ahorrará al propietario de un hogar promedio aproximadamente $44 en 201213 pero ¡más de 300 empleados están en riesgo de perder sus trabajos debido a que
programas serán eliminados o recortados drásticamente!
Votar SÍ a ambas iniciativas no aumentará la cantidad total de los impuestos pagados
actualmente por los contribuyentes. Ese es el compromiso de la junta y la mantendremos
a ella y a la Administración responsables de eso.
El Distrito ha tomado grandes pasos en los cuatro años pasados para mejorar la calidad de
la educación. No podemos permitirnos el no aprobar ambas iniciativas.
Presentado por Hector M. Encinas y Olivia P. Encinas
________________________________________________________________________
Estoy orgullosa de servir al Distrito Escolar Uniicado de Sunnyside. Esta comunidad
siempre ha apoyado el pago de impuestos secundarios para dar a nuestros niños una
mejor educación. Ahora es más importante que nunca el votar sí a los bonos y al rebase.
Estos bonos nos ayudarán en ir adelante proporcionando los recursos tecnológicos que
son tan importantes y mejorando la, seguridad, transporte e instalaciones escolares.
El Distrito de Sunnyside está haciendo grandes cosas. Los miembros de la Junta de
Gobierno, la superintendente, directores, maestros y estudiantes están obteniendo premios
estatales y nacionales, así como el Proyecto Graduación y el programa del distrito de
primera infancia, Padres como Maestros. Los recursos que los bonos pueden proporcionar
harán posible conseguir más.
El rebase inancia el recurso más importante del distrito, la gente que trabaja en el
distrito. Si no continuamos inanciando el rebase, el Distrito de Sunnyside podría perder
alrededor de 300 empleados. Eso dañaría a nuestros niños y a nuestra comunidad. Por
favor continúe apoyando el rebase y vote a favor de los nuevos bonos. Gracias.
Monique Soria
34
La comunidad de Sunnyside está mostrando al mundo lo que se puede conseguir cuando
la gente – estudiantes, maestros, padres, miembros de la comunidad y propietarios de
negocios – trabajan juntos. Estamos reinventándonos a nosotros mismos como un distrito
escolar y como una comunidad. Estamos graduando más estudiantes que nunca antes.
Nuestros graduados están ganando más becas que nunca antes. Hemos sido reconocidos
en el estado y nacionalmente como líderes en tender un puente sobre la separación digital
para dar a las familias acceso a la tecnología. Asociados empresariales están dando
un paso al frente para apoyar nuestras iniciativas de tecnología porque creen en lo que
estamos haciendo y saben que estamos preparando a estudiantes para ser miembros
productivos de la fuerza laboral y miembros contribuyentes de nuestra comunidad. Creo
que Sunnyside es el mejor distrito escolar en el estado de Arizona y uno de los mejores
en la nación, en gran parte porque tenemos una comunidad que cree en la educación,
que cree en nuestros maestros y en nuestros jóvenes. Debido a los logros que hemos
hecho, hemos llegado a un punto clave en el que el cambio – la reinvención – que hemos
conseguido no puede ser vuelta atrás. Necesitamos su aprobación tanto de los bonos
como del rebase para continuar yendo hacia adelante. Por favor vote sí para nuestros
estudiantes y nuestra comunidad.
Superintendente, Distrito Escolar Uniicado de Sunnyside
________________________________________________________________________
Esta elección es sobre más que mantener el ímpetu de la transformación del Distrito
de Sunnyside a través de la tecnología, es sobre más que mejorar las instalaciones
escolares y modernizar una lota de autobuses envejecida. No es simplemente sobre el
futuro de los 18,000 estudiantes en las escuelas de Sunnyside. Es sobre el futuro de esta
comunidad.
Los votantes de Sunnyside han aprobado rebases desde 1997 y bonos en 1998. El
propietario de una casa de $100,000 paga ahora menos de $1 al día por el rebase y
los bonos. Es dinero muy bien gastado. Los nuevos bonos y el rebase mantendrían
el actual impuesto. Se que los tiempos son duros y que cada dólar cuenta, pero no
podemos permitirnos el detener invirtiendo en la educación. El bienestar económico
de la comunidad depende de dar a los jóvenes las capacidades que necesitan para
ser competitivos. Depende en tener escuelas de alta calidad que son un bien de los
vecindarios en los que vivimos. Las buenas escuelas aumentan el valor de nuestros
hogares, la seguridad de nuestros vecindarios y la calidad de la vida en nuestra
comunidad. Algunas personas dicen que no podemos permitirnos invertir en nuestras
escuelas, nuestros niños y en nuestro futuro. Yo digo que no podemos permitirnos el no
hacerlo. Invierta en su futuro votando a favor de los nuevos bonos y del rebase.
35
Argumentos en contra de la Propuesta 402
NINGUNO FUE SOMETIDO
36
UNA DECLARACIÓN DEL DISTRITO ACERCA DE POR QUE HA SIDO CONVOCADA UNA ELECCIÓN ESPECIAL DE BONOS
La Junta de Gobierno del Distrito Escolar Uniicado de Sunnyside ha convocado una
elección de bonos porque el estado de Arizona ha eliminado virtualmente toda la inanciación de capital para los distritos escolares. Los fondos del estado para ocuparse de las
necesidades de capital de bienes de capital de corta duración, bienes de capital de larga
duración y renovación de ediicios no son distribuidos a los distritos escolares. Además,
no quedan fondos de la anterior autorización de bonos del distrito (en 1998) y todos los
bonos serán amortizados para el 2015.
Las necesidades de capital del Distrito Escolar de Sunnyside continúan creciendo y lo que
más conviene de nuestros estudiantes no está siendo proporcionado en estas condiciones.
Los ingresos de la emisión de bonos serán usados para comprar equipos de tecnología
para que las escuelas y para que los estudiantes cumplan con los objetivos de la iniciativa
tecnológica individualizada del Distrito. También, el Distrito necesita remplazar antiguos
autobuses, renovar/remodelar sus viejas instalaciones (incluyendo las instalaciones atléticas)y mejorar la seguridad en todas las escuelas.
Como se indicó anteriormente, los bonos del Distrito que están actualmente pendientes
serán amortizados para el 2015. La intención de la Junta de Gobierno con esta nueva
autorización de bonos es implementar el programa gradualmente, de forma que la combinación de la carga de impuesto para los anteriores bonos pendientes y los nuevos bonos
permanezca por debajo de los niveles actuales.
AUTORIZACION DE BONOS SOLICITADA / FINALIDAD PARA LA CUAL
LOS BONOS HAN DE SER USADOS:
El 28 de Junio de 2011, la Junta del Gobierno del Distrito aprobó y adoptó una resolución
convocando una elección especial de bonos (la “Elec¬ción”) para autorizar la emisión
y venta de una cantidad de principal que no exceda $88,000,000 de bonos de impuestos de valor añadido del Distrito en la forma de bonos de obligación general de clase B
(los “Bonos”) y materias relacionadas. Una copia de tal resolución está disponible en el
Distrito escribiendo una solicitud a la Superintendente, Distrito Escolar Uniicado No.12
de Sunnyside del condado de Pima, Arizona, 2238 East Ginter Road, Tucson, Arizona
85750, Teléfono (520) 545 2024. Los ingresos de las ventas de los Bonos proporcionarán
dinero para comprar o arrendar terrenos escolares, construir o renovar ediicios escolares,
mejorar los campos de las escuelas, comprar vehículos de transporte de alumnos y proporcionar dinero para otros gastos de capital general o para liquidar cualquier deuda ya
incurrida para dichas inalidades incluyendo para las inalidades descritas en este documento bajo el subtítulo “Lista de Propuestas Mejoras de Capital” y para pagar todos los
costes legales, inancieros, de ingeniería, de arquitectura, de administración de proyecto y
de administración y otros necesarios en conexión con los mismos.
37
MAXIMA TASA DE INTERES DE LOS BONOS:
La máxima tasa de interés de los bonos no excederá el 10% de interés por año.
ESTIMADOS COSTES DEL CONTRIBUYENTE:
Como está indicado anteriormente, los Bonos serán reembolsados por medio de un
impuesto sobre la valoración en todas las propiedades sujetas a impuestos dentro del
Distrito que tendrá un efecto en los contribuyentes en la forma de una estimada tasa de
impuesto anual promedio de $1.1211 por cada $100 de valoración impositiva secundaria.
El coste de esta tasa de impuesto para cualquier propiedad dependerá de los valores impositivos secundarios y en efectivo del Tasador del Condado de Pima de esa propiedad.
Tales valores no son necesariamente iguales al valor de mercado de esa propiedad. Cada
propietario deberá ver su estado de cuenta de impuesto anual sobre la propiedad emitido
por el Tasador del Condado de Pima o su factura de impuesto sobre la propiedad para
determinar los valores impositivos secundarios y en efectivo del Tasador del Condado de
Pima. Esa información usada en conexión con la siguiente tabla permitirá al propietario
determinar el estimado coste anual y mensual del impuesto que resultaría de la autorización y emisión de los Bonos:
PLAN DE FINANCIACION:
Si la elección tiene éxito, se anticipa que el Distrito emitiría la cantidad total de los
bonos por medio de varias ventas de Bonos llevadas a cabo durante los 10 años iscales
siguientes. La nueva tasa de interés sería determinada por las condiciones de mercado
que prevalezcan en el momento de la venta, pero en ningún caso los bonos podrán ser
vendidos con una tasa de interés superior al 10% de interés por año. La amortización del
principal y el interés de los Bonos ocurrirá durante un periodo que no podrá exceder 20
años a continuación de cada venta.
Si son autorizados y vendidos, los bonos serán amortizados por medio de la imposición
de impuestos sobre el valor en todas las propiedades imputables dentro del distrito. Es
la intención del Distrito que los pagos de los nuevos Bonos, cuando se añaden a los
pagos que quedan a través del año iscal 2014/15 sobre los bonos pendientes, no deberán
exceder el pago de bonos actual. Se espera que los bonos requerirán un $1.1211 de rata
impositiva anual promedio por cada $100 de valor impositivo.
Hay $19,790,000 de cantidad principal agregada de Bonos del Distrito actualmente
pendientes. Lo siguiente es una estimación del programa de servicio de la deuda por los
Bonos y el impacto estimado sobre la tasa de impuestos secundarios del Distrito dadas las
presunciones descritas en este documento:
38
IMPOSITIVA ANNUAL PROMEDIO POR CADA $100
DE VALOR IMPOSITIVO SECUNDARIO: $0.3127
Propiedad residencial ocupada por el propietario
(Evaluada al 10%)
Valor en efectivo total
del Tasador (a)___
$ 76,770
100,000
250,000
Valor impositivo
Secundario__
$ 7,677 (c)
10,000
25,000
Estimación del coste
anual promedio (b)
mensual promedio (b)
$ 86.07
112.11
280.27
$ 7.17
9.34
23.36
El impacto de impuestos durante el término de los bonos en una residencia ocupada por el propietario valorada
por el Tasador del Condado en $250,000 se calcula que será de $297 por año por 24 años o $7,125 de coste total.(d)
Propiedad comercial e industrial
(Evaluada al 20%)(e)
del Tasador (a)___
$ 896,495
100,000
1,000,000
Valor impositivo
Secundario__
$179,299 (c)
20,000
200,000
anual promedio (b)
$2,010.12
224.22
2,242.20
$167.51
18.69
186.85
El impacto de impuestos durante el término de los bonos en una propiedad comercial valorada por el Tasador del
Condado en $1,000,000 se calcula que será de $2,156 por año por 24 años o $51,747 de coste total.(d)
Terreno vacante y agrícola
(Evaluada al 16%)(f)
del Tasador (a)___
Valor impositivo
Secundario__
anual promedio (b)
$ 52,369
100,000
$ 8,379(c)
16,000
$ 93.94
179.38
$ 7.83
14.95
1,000,000
160,000
1,793.76
149.48
El impacto de impuestos durante el término de los bonos en una propiedad agrícola / terreno vacante valorada por
el Tasador del Condado en $100,000 se calcula que será de $180 por año por 24 años o $4,317 de coste total.(d)
______________________________
(a)
El valor total en efectivo del Tasador es el valor de su propiedad como aparece en su factura de impuestos y no
representa necesariamente el valor de mercado.
(b) Coste basado en la proyectada tasa de impuesto promedio durante la vida de las emisiones de bonos y de varias
otras presunciones financieras que están sujetas a cambios.
(c) Valor promedio estimado de las propiedades residenciales ocupadas por el propietario, agrícolas o terrenos vacantes
y propiedades comerciales e industriales, según sea aplicable, dentro del Distrito proporcionado por el
Departamento de Recaudación de Impuestos de Arizona.
(d) Asume que la valoración de la propiedad crece o disminuye a la mitad del porcentaje de la valoración impositiva del
distrito indicada en el proyectado programa de servicio de la deuda.
(e) Asume que el índice será reducido a 19.5% en el año fiscal 2013/14 y reducido de nuevo en un medio punto de
porcentaje por cada año hasta el 18% en el año fiscal 2016/17.
(f) El índice impositivo será reducido a 15% para el año fiscal 2016/17 y a partir de entonces.
40
ESTIMADO COSTE TOTAL:
Si los bonos son autorizados y emitidos, el Distrito calcula que el coste total de los Bonos, incluyendo principal e interés sería $136,037,600.
ESTIMADOS COSTES DE EMISIÓN:
Si los bonos son autorizados y emitidos, el Distrito calcula que el coste de emisión de
cada serie de los Bonos será aproximadamente $60,000.
ACTUAL DEUDA DE OBLIGACIÓN GENERAL PENDIENTE Y LIMITACIÓN
DE LA DEUDA CONSTITUCIONAL:
El Distrito tiene actualmente $19,970,000 de cantidad de principal agregado de deuda
pendiente de impuesto de valor añadido. El limite de la deuda constitucional del Distrito
es $153,788,522, que es el treinta por ciento (30%) de la actual valoración impositiva
secundaria del Distrito.
PLAN DE MEJORAS DE CAPITAL: En la próxima página.
41
Distrito Escolar Unificado de Sunnyside
100212
42
FY 2013
FY 2014
FY 2015
FY 2016
FY 2017
FY 2018
FY 2019
Año fiscal 2012
Año fiscal
2013
Año fiscal
2014
* Solicitada antes del ciclo del Plan de Capital de septiembre de 2010.
9-12 escuela de
preparatoria con capacidad
para 634(proyecto 004N)
estudiantes *
.
Año fiscal
2016
Año fiscal
2017
Año fiscal
2018
Revisado y aprobado por:/s/Dean Gray, Director Ejecutivo
Año fiscal
2015
Año fiscal
2019
1
Se identifican a continuación las nuevas instalaciones aprobadas por la Junta de Instalaciones Escolares para financiación al 1º de junio de 2011, para abrir en los años
fiscales 2012 hasta el 2014, y que ,en concepto, ha aprobado para abrir en los años fiscales 2014 hasta el 2019. La aprobación en concepto de los proyectos no
consigna la financiación, sino que demuestra la necesidad proyectada de las nuevas instalaciones basada en las actuales proyecciones demográficas del distrito.
Nuevos proyectos de construcción aprobados por la Junta de Instalaciones Escolares al 1º de junio de 2009
El Distrito no solicitó nueva construcción en el Plan de Capital de septiembre de 2010.
FY 2012
Se requirió que los distritos presentaran un plan de capital para 2011 a la Junta de Instalaciones Escolares antes del 1º de septiembre de 2010 si el distrito creía que se iba
a requerir más superficie para las escuelas (excluyendo el espacio administrativo del distrito) para el otoño de 2013, ó si iba a requerir terrenos para nuevas instalaciones
escolares para el otoño de 2020. La información requerida incluía una descripción de la nueva superficie solicitada y las proyecciones de matriculación para el distrito. A
continuación hay un resumen de la nueva superficie solicitada por el distrito:
Presentación del distrito de septiembre de 2010
Los Estatutos Enmendados de Arizona 15-481 y 15-491 disponen que el reporte informativo preparado por el superintendente escolar del condado de acuerdo con una
elección para exceder el límite de ingresos por gastos de capital o emitir bonos de clase B o bonos de ayuda de impacto para un distrito escolar contenga un resumen
ejecutivo del plan de capital más reciente del distrito que se presentó a la Junta de Instalaciones Escolares de Arizona. El siguiente resumen ejecutivo contiene la solicitud
de nueva construcción del distrito que se presentó en el Plan Capital del 1º de septiembre de 2010, la revisión de dicho plan por el distrito (si es aplicable), y los proyectos
de nueva construcción en el distrito aprobados hasta la fecha por la Junta de Instalaciones Escolares (con excepción de los proyectos completados antes del año fiscal
2012).
Distrito:
CTD:
ESTADO DE ARIZONA
JUNTA DE INSTALACIONES ESCOLARES
Resumen Ejecutivo del Plan de Capital
LISTA DE LAS PROPUESTAS MEJORAS DE CAPITAL
Costes estimados (a)
Estimado promedio
anual de la Tasa de
impuesto (b)
Estimado coste anual
para un propietario de
una casa valorada en
$100,000
Propuestas mejoras de capital para fines no
administrativos
Renovaciones escolares y nueva construcción
$32,000,000
$0.4077
$ 40.77
Mejoras de instalaciones deportivas
10,000,000
0.1274
12.74
Mejoras de tecnología para estudiantes y mejoras de
seguridad (incluyendo iluminación y cámaras)
28,000,000
0.3567
35.67
Construcción de la escuela especializada (Magnet)
de Bellas Artes
12,000,000
0.1529
15.29
Vehículos para transporte de alumnos
6,000,000
0.0764
7.64
Subtotal de mejoras de capital
no administrativo
88,000,000
1.1211
112.11
Propuestas mejoras de capital para fines
administrativos
NINGUNA
Subtotal de mejoras de capital
administrativo
Total
0
0.0000
0.00
$88,000,000
$1.1211
$112.11
______________________________
(a)
Los costes de emisión de bonos están incluidos en el coste estimado de cada mejora.
(b)
El estimado promedio anual de la tasa de impuesto y el estimado coste anual están basados en el promedio anual
de la tasa de impuesto durante la vida de los propuestos bonos y en otros supuestos financieros que están sujetos a
cambio.
1
43
BOLETA DE MUESTRA
PROPUESTA 403
¿Deberá permitirse al Distrito Escolar Uniicado Núm. 12 de Sunnyside del
Condado de Pima, Arizona, (el “Distrito Escolar”) emitir y vender bonos de mejoras escolares del Distrito Escolar en la forma de bonos de obligación general
de clase B por una cantidad de principal que no podrá exceder $88,000,000 con
la inalidad de recaudar dinero para comprar o rentar terrenos escolares, construir o renovar ediicios escolares, proporcionar muebles, equipo y tecnología para
los ediicios escolares, mejorar los campos de las escuelas, comprar vehículos
para el transporte de los alumnos y proveer para otros gastos de capital generales
o para liquidar cualquier deuda ya incurrida para tales inalidades incluyendo
con respecto a los siguiente:
•renovaciones y nueva construcción de escuelas;
•mejoras de instalaciones deportivas;
•mejoras de la tecnología para estudiante y mejoras de la seguridad; y
•vehículos de transporte de alumnos
y para pagar todos los costes legales, inancieros, de ingeniería, de
arquitectura, dirección y administración de proyecto u otros necesarios en
conexión con esto y, en conexión con esto según sea necesario, para comprar
terrenos escolares y construir ediicios escolares, tales bonos y cualquier bono
emitido para reembolsar tales bonos a ser vendidos por precios que pueden
incluir primas en cantidades permitidas por la ley aplicable, devengar intereses
en un índice que no exceda el 10% anual, pagable semestralmente el primer día
de enero y el primer día de julio de cada año hasta el vencimiento de cada bono
y, a opción del Distrito Escolar, a ser evidenciado por medio de certiicados de
interés suplemental separados, para vencer durante un periodo de no más de 20
años desde la fecha de su emisión, a ser en la cantidad de $5,000 de cantidad de
capital cada uno o múltiples del mismo y vencer el primer día del mismo mes de
cada año que puede ser enero o julio? Los bonos pueden ser reembolsados por
medio de la emisión de bonos de reembolso de un vencimiento medio ponderado
de menos del 75% del vencimiento medio ponderado de los bonos que son reembolsados.
La emisión de estos bonos resultará en una imposición anual de impuesto sobre
la propiedad suiciente para pagar la deuda de los bonos.
Las mejoras de capital que se proponen inanciar a través de esta emisión de bonos excederá los estándares del Estado y son además del dinero proporcionado
por el Estado.
El Distrito Escolar propone la emisión de bonos de obligación general de case B
por un total de $88,000,000 para inanciar las mejoras de capital por encima de
aquellas inanciadas por el Estado. Según el sistema de inanciación de capital
de Estudiantes PRIMERO, el Distrito Escolar tiene derecho a dinero del Estado
para la modernización de ediicios, nueva construcción y renovación de ediicios
escolares de acuerdo con la ley del Estado.
APROBACIÓN DE LOS BONOS, SÍ _____
PROBACIÓN DE LOS BONOS, NO _____
44
El 8 de noviembre de 2011, a los votantes del Distrito Escolar Uniicado de Sunnyside se
les pedirá que voten sobre dos temas muy importantes:
1. Continuar un Rebase del 10% que proporciona casi $8,000,000 al Distrito que inancian puestos adicionales de enseñanza y no de enseñanza, proporciona suministros y
materiales adicionales para las clases y reparación y mantenimiento de las instalaciones
escolares y programas y servicios que muchas otros distritos escolares no proporcionan,
y;
2. Aprobar $88,000,000 en bonos que serán vendidos durante los próximos diez años que
proporcionarán fondos para continuar y ampliar la iniciativa de Tecnología del Distrito,
remodelar y renovar las existentes instalaciones y escuelas, construir una nueva Escuela
Especializada (Magnet) de Bellas Artes, comprar nuevos autobuses y mejorar las instalaciones deportivas.
Votar NO ahorrará al propietario de un hogar promedio aproximadamente $44 en 201213 pero ¡más de 300 empleados están en riesgo de perder sus trabajos debido a que
programas serán eliminados o recortados drásticamente!
Votar SÍ a ambas iniciativas no aumentará la cantidad total de los impuestos pagados
actualmente por los contribuyentes. Ese es el compromiso de la junta y la mantendremos
a ella y a la Administración responsables de eso.
El Distrito ha tomado grandes pasos en los cuatro años pasados para mejorar la calidad de
la educación. No podemos permitirnos el no aprobar ambas iniciativas.
Presentado por Hector M. Encinas y Olivia P. Encinas
________________________________________________________________________
Estoy orgullosa de servir al Distrito Escolar Uniicado de Sunnyside. Esta comunidad
siempre ha apoyado el pago de impuestos secundarios para dar a nuestros niños una
mejor educación. Ahora es más importante que nunca el votar sí a los bonos y al rebase.
Estos bonos nos ayudarán en ir adelante proporcionando los recursos tecnológicos que
son tan importantes y mejorando la, seguridad, transporte e instalaciones escolares. El
Distrito de Sunnyside está haciendo grandes cosas. Los miembros de la Junta de Gobierno, la superintendente, directores, maestros y estudiantes están obteniendo premios
estatales y nacionales, así como el Proyecto Graduación y el programa del distrito de
primera infancia, Padres como Maestros. Los recursos que los bonos pueden proporcionar
harán posible conseguir más.
El rebase inancia el recurso más importante del distrito, la gente que trabaja en el
distrito. Si no continuamos inanciando el rebase, el Distrito de Sunnyside podría perder
alrededor de 300 empleados. Eso dañaría a nuestros niños y a nuestra comunidad. Por
favor continúe apoyando el rebase y vote a favor de los nuevos bonos. Gracias.
Monique Soria
45
La comunidad de Sunnyside está mostrando al mundo lo que se puede conseguir cuando
la gente – estudiantes, maestros, padres, miembros de la comunidad y propietarios de
negocios – trabajan juntos. Estamos reinventándonos a nosotros mismos como un distrito
escolar y como una comunidad. Estamos graduando más estudiantes que nunca antes.
Nuestros graduados están ganando más becas que nunca antes. Hemos sido reconocidos
en el estado y nacionalmente como líderes en tender un puente sobre la separación digital
para dar a las familias acceso a la tecnología. Asociados empresariales están dando un
paso al frente para apoyar nuestras iniciativas de tecnología porque creen en lo que estamos haciendo y saben que estamos preparando a estudiantes para ser miembros productivos de la fuerza laboral y miembros contribuyentes de nuestra comunidad. Creo que
Sunnyside es el mejor distrito escolar en el estado de Arizona y uno de los mejores en la
nación, en gran parte porque tenemos una comunidad que cree en la educación, que cree
en nuestros maestros y en nuestros jóvenes. Debido a los logros que hemos hecho, hemos
llegado a un punto clave en el que el cambio – la reinvención – que hemos conseguido
no puede ser vuelta atrás. Necesitamos su aprobación tanto de los bonos como del rebase
para continuar yendo hacia adelante. Por favor vote sí para nuestros estudiantes y nuestra
comunidad.
Superintendente, Distrito Escolar Uniicado de Sunnyside
________________________________________________________________________
Esta elección es sobre más que mantener el ímpetu de la transformación del Distrito de
Sunnyside a través de la tecnología, es sobre más que mejorar las instalaciones escolares
y modernizar una lota de autobuses envejecida. No es simplemente sobre el futuro de
los 18,000 estudiantes en las escuelas de Sunnyside. Es sobre el futuro de esta comunidad.
Los votantes de Sunnyside han aprobado rebases desde 1997 y bonos en 1998. El propietario de una casa de $100,000 paga ahora menos de $1 al día por el rebase y los bonos.
Es dinero muy bien gastado. Los nuevos bonos y el rebase mantendrían el actual impuesto. Se que los tiempos son duros y que cada dólar cuenta, pero no podemos permitirnos el
detener invirtiendo en la educación. El bienestar económico de la comunidad depende de
dar a los jóvenes las capacidades que necesitan para ser competitivos. Depende en tener
escuelas de alta calidad que son un bien de los vecindarios en los que vivimos. Las buenas escuelas aumentan el valor de nuestros hogares, la seguridad de nuestros vecindarios
y la calidad de la vida en nuestra comunidad. Algunas personas dicen que no podemos
permitirnos invertir en nuestras escuelas, nuestros niños y en nuestro futuro. Yo digo
que no podemos permitirnos el no hacerlo. Invierta en su futuro votando a favor de los
nuevos bonos y del rebase.
46
INFORMACIÓN PARA VOTAR
Para ayudar e información sobre votar, rogamos llame al Registro
del Condado de Pima al (520) 740-4330.
FECHA DE LA ELECCIÓN: Martes, 8 de noviembre del 2011
DÓNDE VOTAR: ¡Por correo! Sus boletas para esta elección le serán enviadas por
correo. En este folleto hay indicados sitios de remplazo de boletas
HE RECIBIDO MI BOLETA. ¿QUÉ HAGO AHORA?
Una vez que haya recibido su boleta en el correo, por favor lea las instrucciones cuidadosamente. Rellene su boleta tal y como se indica en las instrucciones. Ponga y selle
su boleta en el sobre blanco de declaración jurada. Firme el sobre blanco de declaración
jurada donde se le indica. Entonces ponga y selle el sobre blanco dentro del sobre amarillo más grande. Puede usted entonces enviar por correo los materiales de votación. El
sobre amarillo tiene impresa la dirección de envío y el franqueo está pagado. Si usted no
quiere enviar por correo su boleta, puede usted entregarla en la oicina del Registrador del
Condado de Pima o en el anexo de la oicina del Registrador..
CUÁNDO VOTAR: En cualquier momento después de que usted reciba su boleta puede
rellenarla, irmarla y devolverla a través del Servicio Postal de los Estados Unidos, en
el sobre con la dirección y franqueo pagado. Los sitios de remplazo están abiertos están
abiertos desde las 8:00 AM hasta las 7:00 PM en el Día de la Elección. Se le permitirá
preparar su boleta y votar a cualquier votante habilitado que esté en la ila esperando
votar a las 7:00 PM.
LAS BOLETAS DE MUESTRA: Pueden ser llevadas a los sitios de remplazo el Día de
la Elección.
FOLLETO IMPRESO EN INGLÉS Y EN ESPAÑOL: Este folleto informativo ha
sido preparado tanto en inglés como en español para cumplir con la Ley Federal de
Derechos Electorales de 1965. La Ley Federal de Derechos Electorales de 1965 protege
a todos los americanos contra la discriminación por raza en las votaciones. Esta ley
también protege los derechos electorales de muchas personas que tienen conocimientos
limitados del inglés.
REQUISITOS PARA VOTAR: Con el in de votar en esta elección del distrito escolar,
debe usted tener 18 años de edad, vivir dentro de los límites de su distrito escolar y estar
registrado para votar al menos 29 días antes de la fecha de la elección, antes de la medianoche del lunes, 10 de octubre de 2011. Si no sabe si tiene derecho a votar, póngase en
contacto con la Oicina del Registrador del Condado de Pima at (520) 740-4330.
REGISTRARSE PARA VOTAR: Hay formas diferentes en las que puede usted registrarse para votar.
•Puede usted ir a la oicina del Registrador del Condado de Pima ubicada en 115 N.
Church Avenue.
•Puede usted visitar la página del Web para descargar e imprimir un formulario de registro de votante en : http://www.recorder.pima.gov/regvote.aspx.
•También puede usted registrarse para votar en: http://www.servicearizona.com/webapp/
evoter
47
INFORMACIÓN PARA VOTAR (continuación)
FECHA LÍMITE DE BOLETA: Con el in de ser válidas y contadas, las
Boletas Tempranas han de ser RECIBIDAS POR EL REGISTRADOR DEL
CONDADO DE PIMA para el cierre de las urnas (7:00 PM) el Día de la
Elección, martes, 8 de noviembre del 2011, Las boletas pueden ser entregadas
el Día de la Elección en los sitios de reposición anotados en la página 50 de este
folleto de información de los votantes.
Una copia de este Folleto Informativo con tipo GRANDE de letras: estará disponible
en los sitios de remplazo.
ACCESIBILIDAD PARA LOS VOTANTES: Los oiciales electorales del condado
acomodarán las necesidades especiales de los votantes. Si se requiere ayuda especial para
votantes con discapacidades en su centro de votación, sírvase llamar at (520) 351-6830 ó al
(520) 351-6871 (TTY) por lo menos 72 horas antes del Día de la Elección.
VOTACIÓN TEMPRANA: No va a haber votación temprana en el sentido tradicional.
Toda esta elección especial será una elección de voto por correo y su boleta le es
automáticamente enviada por correo a usted 21 días antes de la elección. Tendrá usted la
oportunidad de devolver su boleta para emitir su voto en cualquier momento entre el día
que recibe su boleta y el Día de la Elección (8 de noviembre de 2011).
Si usted planea estar fuera de la ciudad durante el periodo de envío por correo de las
boletas, puede usted solicitar una boleta temprana de la oicina del Registrador para que le
sea entregada antes de que comience el periodo de envíos por correo. Por favor, póngase en
contacto con la oicina del Registrador del Condado de Pima en (520) 740-4330.
HE PERDIDO MI BOLETA – ¿QUÉ HAGO?
Si usted pierde su boleta antes del Día de la Elección, necesitará ir a la oicina del Registrador
del Condado de Pima o al anexo del Registrador para votar una boleta de remplazo. El
Día de la Elección, puede usted votar una boleta de remplazo en cualquiera de los sitios de
Remplazo de Boleta anotados en la página 50 de este panleto de información del votante.
Tiene hasta las 7:00PM del Día de la Elección para emitir su boleta.
HE COMETIDO UN ERROR EN MI BOLETA - ¿QUÉ HAGO?
Si usted comete un error en su boleta, lleve su boleta estropeada a la oicina del Registrador
del Condado de Pima o al anexo del Registrador para votar una boleta de remplazo. El
Día de la Elección, puede usted votar una boleta de remplazo en cualquiera de los sitios de
Remplazo de Boleta anotados en la página 50 de este panleto de información del votante.
Tiene hasta las 7:00PM del Día de la Elección para emitir su boleta.
48
INFORMACIÓN PARA VOTAR (continuación)
NUNCA RECIBÍ MI BOLETA – ¿QUÉ HAGO?
Si usted no recibió su boleta, la información de su registro de votante podría ser incorrecta.
Puede ir a la oicina del Registrador del Condado de Pima o al anexo del Registrador para
votar una boleta de remplazo. El Día de la Elección, puede usted votar una boleta de remplazo en cualquiera de los sitios de Remplazo de Boleta anotados en la página 50 de este
panleto de información del votante. Tiene hasta las 7:00PM del Día de la Elección para
emitir su boleta. Ha de estar registrado para votar en el distrito escolar al menos 29
día antes del Día de la Elección con el in de recibir una boleta.
SI ME MUDO A UNA DIRECCIÓN DE RESIDENCIA DIFERENTE, ¿SERÁ REEXPEDIDA MI BOLETA DE VOTO POR CORREO?
No. Su boleta de voto por correo no puede ser reexpedida a una dirección diferente de la
que está indicada en su actual registro de votante. Es importante que tenga usted un registro actualizado con su información más reciente archivada con el Registrador del Condado
de Pima. Si necesita hacer cambios a su actual registro de votante, ha de registrarse de
nuevo para el 10 de octubre de 2011. Puede ponerse en contacto con la oicina del Registrador del Condado de Pima en el (520) 740-4330 para veriicar la información de su
registro de votante.
¿QUE PRECAUCIONES ESTAN ESTABLECIDAS PARA EVITAR QUE SE PIERDA EN EL CORREO MI BOLETA VOTADA?
Los sobres de devolución de las boletas son de un color amarillo vivo y están codiicados
con un código postal especial que permite al personal de correos manejar su boleta con
extremado cuidado y prontitud.
49
50
NAME
OFICINA DEL REGISTRADOR
ANEXO DEL REGISTRADOR
ESCUELA DE PRIMARIA DE CRAYCROFT
ESCUELA DE PRIMARIA DE SUMMIT VIEWL
ESCUELA MEDIA DE CHALLENGER
ESCUELA DE PREPARATORIA DE SUNNYSIDE
CENTRO DE VECINDAD EL PUEBLO
ADDRESS
115 N CHURCH
6550 S COUNTRY CLUB
5455 E LITTLETOWN ROAD
1900 E SUMMIT VIEW ROAD
100 E ELVIRA ROAD
1725 E BILBY ROAD
101 W IRVINGTON RD
ROOM LOCATION
OFICINA DEL REGISTRADOR
ANEXO DEL REGISTRADOR
PORTABLE P-4
ESCENARIO DEL AUDITORIO
AUDITORIO
AUDITORIO
ELECCIÓN ESPECIAL DEL 8 DE NOVIEMBRE DE 2011
SITIOS PARA REMPLAZO O ENTREGA DE BOLETAS
DISTRITO ESCOLAR DE UNIFICADO NÚM. 12 DE SUNNYSIDE
PRSRT STD
U.S. POSTAGE
PAID
TUCSON, AZ
PERMIT NO. 108
OFFICIAL VOTING MATERIALS / MATERIALES OFICIALES ELECTOALES
SOLAMENTE UN FOLLETO SE HA ENVIADO A
CADA DOMICILIO EN CUAL RESIDE UN VOTANTE
REGISTRADO. FAVOR DE UTILIZARLO PARA TODOS
LOS VOTANTES REGISTRADOS EN SU DOMICILIO.
ONLY ONE PAMPHLET HAS BEEN MAILED TO EACH
HOUSEHOLD CONTAINING A REGISTERED VOTER.
PLEASE MAKE IT AVAILABLE TO ALL REGISTERED
VOTERS IN THE HOUSEHOLD.
SITIOS PARA REEMPLAZO Y ENTREGA DE BOLETAS
SE ENCUENTRAN EN LA PÁGINA 50 DE ESTE FOLLETO
BALLOT DROP OFF AND REPLACEMENT BALLOT SITES
ARE LISTED ON PAGE 26 OF THIS PAMPHLET
Sunnyside Uniied School District
2238 E Ginter Road
Tucson, AZ 85706
BOARD ACTION ITEM
Bond Advisory Commitee Status Report
ACTION TYPE:
Information
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Hector Encinas, Chief Financial Officer
The Sunnyside Unified School District Governing Board appointed a Bond Advisory Committee (BAC), which has met twice since the Board
approved its establishment.
One of the commitments to the voters in the Sunnyside Community was that if the $88 million Bond Program was approved, the Governing
Board would establish a committee "To oversee the expenditure of $88 million in bonds over the next several years in projects that will benefit
the students, staff, and community of the District, in accordance with the public vote".
On June 13, 2012, the first meeting of BAC was called to order. At that meeting, 8 of the 9 selected committee members (one vacancy exists)
were introduced to District Staff and updated as to the projects undertaken and approved by the Board, as well as expenditures year to date.
Legal counsel, John Richardson, provided information the committee about the protocols and legal requirements of the Open Meetings Law. Mr.
Jose Carbajal was elected Chairperson and Mr. Alex Sproule was elected Vice-Chairperson. The committee members were reminded of BAC's
roles and responsibilities; the group established a Proposed Meeting Schedule for the remainder of the year, and were provided financial
information by our CFO regarding year-to-date expenditures and how the District plans to draw down the sale of bonds. (Please refer to
attached copy of the June 13 BAC meeting).
On July 2, 2012, the BAC met to discuss issues as per the attached July 2, 2012 BAC Meeting Agenda. BAC's first recommendation as to the
expenditure of Bond funds is on tonight's agenda.
The next meeting for BAC will be on July 18, 2012. As with Governing Board meetings, these are open to the public and public participation is
encouraged including Governing Board members, subject to Open Meeting Law compliance.
BUDGET INFORMATION:
REVIEWED BY:
Information Item
ATTACHMENTS:
Name:
Description:
Type:
BAC_6-13-12_Agenda_Minutes_(finalJune 13, 2012 BAC minutes
1).doc
Cover Memo
Bond_Advisory_Committee_Agenda_7Bond Advisory Committee Agenda 7-2-12
2-12.pdf
Cover Memo
CREATION:
Date/Time:
Department:
7/5/2012 1:39:57 PM
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 9:23 AM
Approved
Superintendent
BOND ADVISORY COMMITTEE
AGENDA
June 13, 2012
6:00 p.m.
1.
Governing Board Room
2238 E. Ginter Road
Tucson, AZ 85706
OPENING OF MEETING
a)
Call to Order
d)
Roll Call of the BAC Committee
PROPOSED BY
PURPOSE
.
The Bond Advisory Committee Meeting convened at 6:10 p.m.: Roll Call of the members:
One member absent
e)
Approval of Agenda
Action
Committee Member Jose Carbajal moved, seconded by Committee Member Mr.
Hernandez to approve the agenda as submitted. Motion Passed.
2.
GENERAL FUNCTIONS
a)
Bond Background
Welcome and Introduction of
Cabinet
Dr. Isquierdo
Information
Dr. Manuel L. Isquierdo, Superintendent welcomed the Committee Members and each
provided brief information about themselves. Ms. Eva Dong Governing Board Member was
in attendance and recognized with her service in the district. Introductions of Cabinet
Members along with additional acknowledgements of the Director of 1:1, Director of Public
Relations, and Resource Personnel.
b)
Open Meeting Laws Orientation
Counsel
Mr. Richardson Information Legal
Mr. Richardson from DeConcini McDonald Yetwin and Lacy Law Firm presented
information on Open Meeting Laws and the regulations pertaining to the Bond Advisory
Committee. The Arizona laws need to be complied with being that the BAC (Bond
Advisory Committee) are Governing Board appointed. Meeting dates and agendas
need to be posted 24 hours prior to the meeting date. Committee members cannot
discuss items in advance: such as emails (reply to all puts the discussions into playviolation of meeting laws), phone calls or group gatherings (such as at a football game).
Executive sessions may need to be placed onto the agenda if needed. These sessions
are closed door discussions such as legal advice, personnel or the buying and selling of
property. The public that attends a meeting has the rights to: listen, record the meeting
(non disruptive), receive past meeting minutes and call to the audience (permitted but
not required) Dr. Manuel L. Isquierdo, Superintendent and the Committee discuss if
there is a need to have a “Call to Audience” at future committee meetings. Mr. Carbajal
recommended not having a “Call to the Audience”. In response to Mr. Carbajal’s
recommendation Dr. Manuel L. Isquierdo, Superintendent was in agreement and those
wanting a “Call to the Audience” can go to a Governing Board Meeting for this.
Consensus by the Committee is not to have “Call to Audience” and can be revisited by
the Committee in the future if needed. Committee Member also discussed that being
REGULAR BOARD MEETING AGENDA
Page 2
that this is a new project and to wait for the group to be more solid first. Monique Soria
questioned if discussions of non agenda items could be presented during the Advisory
Meetings. Mr. Richardson’s response was that no they cannot if they are committee
related items. Mr. Richardson concluded that the OMLET (Open Meeting Law
Enforcement) through the Arizona Attorney’s Office has the authority to enforce and
penalize intentional violations.
c)
Election of Chairperson
Mr. Richardson
Action
Nominations of the committee were taken for the positions of Chairman and Vice
Chairman. Committee Member Jose Carbajal moved to nominate himself as Chairman
and Vice Chairman Alex Sproule, seconded by Committee Member Mr. Hernandez to
approve the nominations.
Motion Passed.
d)
Bond Advisory Committee, Procedures,
Operations & Support Staff
Dr. Isquierdo
J. Baca
Information
Mr. Baca Executive Director of Information Technologies reviewed the procedures and
provisions of tools needed to minimize paperless agendas. Ipad tablets will be
provided for the committee to access the NOVUS system of online agendas and
meeting documents. Until training of the Committee Members is complete paper
agendas will be used.
e)
Bond Advisory Roles & Responsibilities
Dr. Isquierdo
Information
Dr. Manuel L. Isquierdo, Superintendent presented the Superintendent’s Goals for the
committee to review for future Committee discussions.
f)
Proposed Meeting Schedule
Dr. Isquierdo
Action
Chairman Jose Carbajal moved, seconded by Committee Member Mr.
Hernandez to approve the meeting schedule as submitted. Motion Passed.
g)
Funds Approved by Voters on
November 2011 – Draw Down
H. Encinas
Information
Mr. Encinas, Chief Financial Officer reviewed the sales and the projected pace of bond
funding draw down. Mr. Baca, Executive Director of Information Technologies updated the
status of new bus purchases and their technology. Vice Chairman, Mr. Sproule questioned
the status of Magnet School future funding. Response given by Dr. Manuel L. Isquierdo,
Superintendent as to the timeline. Chairman, Mr. Carbajal commented as to the benefits of
the low interest rates right now. Acknowledgement by Dr. Manuel L. Isquierdo,
Superintendent is that is why we need to meet with the Bond Advisory Committee.
h)
Expenditures To Date
-
H. Encinas
J. Baca
Information
REGULAR BOARD MEETING AGENDA
Page 3
A. Maiden
Mr. Baca, Executive Director of Information Technologies provided an overview of the
expenditure ledger transactions of what is spent to date. Dr. Manuel L. Isquierdo,
Superintendent informed the Committee on budget details, path, and focus for the
Committee’s equability as they make their recommendations at future meetings.
Committee questions regarding the recommendations given to the Governing Board and
will they follow these into consideration? Dr. Manuel L. Isquierdo, Superintendent
assurance that this why the committee was appointed by the Governing Board and that
they are very interested in what this committee’s recommendations are. Chairman, Mr.
Carbajal noted that the Bond Advisory Committee needs to follow what the voters
approved. However, is there any recourse of liability that can be held against committee
members? Mr. Richardson provided additional information to this that it is not a liability
issue. This committee is covered by the district’s insurance however unless open meeting
laws or conflict laws are violated. Committee member statement that not all members are
going to be happy and to do what is best as a committee for the community. Dr. Manuel L.
Isquierdo, Superintendent responded that there is a very positive feeling in the district and
it has been a very good year. The Committee Members should be excited about their
significant role in helping with this process.
i)
Bond Advisory Committee Information
Resources & Materials
Dr. Isquierdo
Information
Dr. Manuel L. Isquierdo, Superintendent reviewed the 88 million dollar bond management
plan, oversight of the bonds and recommendations. The Overview Report will have full
expenditure details for the next meeting and will include Bond allowable purchases and
repairs. Mr. Encinas, Chief Financial Officer gave a financial description of the bonds and
selling of the bonds allowable by the state in order to better the facilities. Chairman Mr.
Carbajal commented on the Sunnyside District’s area tax rate. Response given by Dr.
Manuel L. Isquierdo, Superintendent on the Bond Advisory Committees importance in the
process of Governing Board recommendations.
6.
UNFINISHED BUSINESS
7.
ADJOURNMENT
Chairman, Mr. Carbajal moved, second by Committee Member Mr. Hernandez of the Bond
Advisory Committee Meeting at 7:58 p.m.
BOARD ACTION ITEM
Bond Advisory Committee (BAC) Recommendations
ACTION TYPE:
Info/Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Javier Baca, Executive Director of Information Technologies
The SUSD administrative team presented to the Bond Advisory Committee (BAC) on July 2, 2012 regarding the prioritized and itemized list of
remaining bond purchases in support of the One-to-One and other technology initiatives. Included in this presentation was a comprehensive
overview of the facilities improvement projects, which include security cameras for schools; digital curriculum and content purchases, as well as
the technology software and hardware purchases. Also included in the presentation was the concept of Project Manager for library redesign
(pending bond counsel's approval of its eligibility as a bond-funded position).
Following this presentation, the BAC approved the items included in the attached list. We respectfully request the Governing Board approve the
BAC recommendations with itemized purchases as listed in the attached. The item indicating Phase 2 retrofitting of technology into existing
buses will be returned to the BAC on July 18 for formal approval.
BUDGET INFORMATION:
All projects will be funded from Bond funds as appropriate to project type e.g. facilities/building improvements vs. technology, Furniture, Fixtures
& Equipment (FF&E) vs. transportation projects, as identified in the attached itemized list. Soft capital funds will be used as
appropriate for digital curriculum and other classroom needs.
REVIEWED BY:
It is recommended that the Governing Board approve the digital curriculum, technology hardware and software and facilities improvements,
which include security cameras for sites, as itemized in the attached BAC approved list, noting that the technology retrofitting for buses will be
brought back to the BAC on July 18, 2012.
ATTACHMENTS:
Name:
Description:
Type:
070212_BAC_Approved_Technology_Bond_Projects.pdf BAC Approved Itemized Bond Purchase List
Backup Material
Flouresco-SHS_Lighting_Retro_Estimate.pdf
Flouresco - SHS
Backup Material
Flouresco-DV_Lighting_Retro_Estimate.pdf
Flouresco - DV
Backup Material
Flouresco - Budget
Backup Material
Flouresco_Budget_EstimateDV___SHS,_Proposal_Security_Agreement.pdf
CREATION:
Date/Time:
Department:
7/6/2012 1:46:55 PM
Information Technologies
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 9:28 AM
Approved
Superintendent
APPROVED BY BAC ON 07/2/2012
Bond Funded Projects Priority 1
Digital Curriculum / Surescore
Network Switches and devices for One to One classrooms
Nurses HealthOffice Software Upgrade
MS Campus Agreement Staff
MS Campus Agreement Students
SHS & DV Credit Recovery, Reading Plus, Social Studies Labs (110)
4th Grade Netbook Cases
LanSchool Licensing
Two Virtual Server Hosts to expand VM capacity
Category
Technology/FF&E
Technology/FF&E
Technology/FF&E
Technology/FF&E
Technology/FF&E
Technology/FF&E
Technology/FF&E
Technology/FF&E
Technology/FF&E
Subtotal
Estimated Costs $ 435,000.00 $ 50,000.00 $ 13,745.00
$ 121,000.00
$ 50,000.00
$ 110,000.00
$ 39,000.00
$ 13,953.33
$ 22,000.00 $ 854,698.33 Electrical, Cabinets, Misc. for One to One Classrooms
Flouresco High School Lighting Project
Emergency Paging System
Security Camera System
SAN Infrastructure
MS Projectors
Facilities/Building Improvements
Sutbtotal
$ 20,000.00
$ 442,600.16
$ 50,000.00
$ 800,000.00
$ 140,000.00 $ 300,000.00
$ 1,752,600.16
Buses DVR and Cradlepoint Phase 2 retrofit 38
Buses DVR Server
Transportation/Buses
Transportation/Buses
Subtotal
$ 250,000.00
$ 9,000.00
$ 259,000.00
Project Management Position (Library Redesign)
Subtotal
$ 80,000.00 $ 80,000.00 Total
$ 2,946,298.49
FLUORESCO LIGHTING - Energy Services - Energy Conservation Program for:
Sunny Side High School
( Exterior Lighting Retrofit )
1725 E. Bilby Rd. Tucson Az.
Summary
Presented By: Klaus Wyatt
Total Utility
Savings
Total Cost
$
18,164
$
45,045
$
7,912
$
37,133
Owner Totals $
18,164
$
45,045
$
7,912
$
37,133
$
14,532
Sustainability Measures
ELECTRIC
Lighting
Total
Rebates
Net
Investment
Resident
Savings
Owner
Savings
Owner
ROI
Owner
Payback
Years
$
14,532
39%
2.6
$
14,532
39%
2.6
WATER
Interior Water
Irrigation
GAS
Interior Hot Water (cost in Apt. Water)
MOTORS
Electric Motors, Pumps, Refrigeration, Vending
Total Owner Utility Expense Savings
$
-
FLUORESCO LIGHTING & SIGN - Proposal - ( High Efficiency Exterior Lighting Retrofit )
For :
Location
COMMON AREA LIGHTING RETROFIT
# of
Retrofits
Op Hrs
Per
Watts Watts
Year Before After
Total
kWh
Before
Total
kWh
After
Total kWh
Saved
Cost
Per Total $ kWh Retrofit
kWh
Saved
Cost ea.
Retrofit Total
Cost
Existing
Proposed Retrofit
250w HPS
120w Induction
25
4,368
310
120
33,852
13,104
20,748
$ 0.14
$
2,905
$
435
$
10,875
70w HPS
New 25w CFL.Fixture
148
4,368
84
25
54,303
16,162
38,141
$ 0.14
$
5,340
$
168
$
24,864
150w HPS
80w Induction retro
9
4,368
180
80
7,076
3,145
3,931
$ 0.14
$
550
$
186
$
1,674
Exterior Canopies - Recessed Cans
70w HPS
25w CFL retro
150
4,368
84
25
55,037
16,380
38,657
$ 0.14
$
5,412
$
48
$
7,200
Exterior Wallpacks - New
50w HPS
25w CFL retro
9
4,368
84
25
3,302
983
2,319
$ 0.14
$
325
$
48
$
432
$
14,532
$
45,045
Exterior Parking Poles - Shoebox 25 ft.
Exterior Wallpacks - Old
Exterior Wallpacks Old
Common Area Total
SUMMARY
Total Cost
$
Tax Deduction
Net Cost
Annual Maint Savings
Annual Elect. Savings
Total Annual Savings
Return on Investment
$
7,912
$
37,133
Payback in Years
45,045
$
3,633
$
14,532
$
18,164
39%
2.56
341
103,797
Est kWh
Deduction
-
Total Tax
Deduction
Net Cost
ROI
$
-
$
10,875
27%
$
3,814
$
21,050
25%
$
-
$
1,674
33%
0.10
$
3,866
$
3,334
162%
0.10
$
232
$
200
162%
$
7,912
$
37,133
39%
0.10
-
FLUORESCO LIGHTING - Energy Services - Energy Conservation Program for:
( Exterior Lighting Retrofit )
Summary
4101 E. Valencia Rd. Tucson Az.
Presented By: Klaus Wyatt
Annual
Utility
Savings
Sustainability Measures
ELECTRIC
Total
Rebates
Total Cost
Net
Investment
$
8,276
$
17,559
$
1,987
$
15,572
Owner Totals $
8,276
$
17,559
$
1,987
$
15,572
$
6,621
Lighting
Resident
Savings
Owner
Savings
Owner
ROI
Owner
Payback
Years
$
6,621
43%
2.4
$
6,621
43%
2.4
WATER
Interior Water
Irrigation
GAS
Interior Hot Water (cost in Apt. Water)
MOTORS
Electric Motors, Pumps, Refrigeration, Vending
Total Owner Utility Expense Savings
$
-
Fluoresco Lighting & Sign - Proposal - ( Exterior High Efficiency Lighting Retrofit )
for
Desert View High
Location
COMMON AREA LIGHTING RETROFIT
# of
Retrofits
Op Hrs
Per
Watts Watts
Year Before After
Total
kWh
Before
Total
kWh
After
Total kWh
Saved
Cost
Per Total $ kWh Retrofit
kWh
Saved
Cost ea.
Retrofit Total
Cost
Existing
Proposed Retrofit
250w HPS
120w Induction
29
4,368
310
120
39,268
15,201
24,068
$ 0.14
$
3,369
$
435
$
12,615
Exterior Wallpacks 10ft.
70w HPS
35w CFL
76
4,368
84
35
27,885
11,619
16,266
$ 0.14
$
2,277
$
48
$
3,648
Exterior Walkway Bollards
70w HPS
25w CFL
13
4,368
84
25
4,770
1,420
3,350
$ 0.14
$
469
$
48
$
624
Exterior Canopies - Recessed Cans
70w HPS
25w CFL
12
4,368
84
25
4,403
1,310
3,093
$ 0.14
$
433
$
48
$
576
Exterior Walls - recessed
70w HPS
25w CFL
2
4,368
84
25
734
218
515
$ 0.14
$
72
$
48
$
96
$
6,621
$
17,559
Exterior Parking Poles - Shoebox 25 ft.
Common Area Total
SUMMARY
Total Cost
$
Tax Deduction
Net Cost
Annual Maint Savings
Annual Elect. Savings
Total Annual Savings
Return on Investment
$
1,987
$
15,572
$
1,655
$
6,621
$
8,276
Payback in Years
17,559
43%
2.35
132
47,292
Est kWh
Deduction
-
Total Tax
Deduction
Net Cost
ROI
$
-
$
12,615
27%
$
1,627
$
2,021
113%
$
-
$
624
75%
0.10
$
309
$
267
162%
0.10
$
52
$
44
162%
$
1,987
$
15,572
43%
0.10
-
BOARD ACTION ITEM
Award of RFP for Digital Content Programs
ACTION TYPE:
Info/Action
ITEM:
SUBMITTED BY:
Steve Holmes, Assistant Superintendent of Curriculum and Instruction
RFP (Request for Proposals) were solicited for Digital Content Programs. Proposals were received from 16 vendors. The 16 vendors were evaluated by a
committee consisting of the following: Pam Betten, Javier Baca, Carmen Fernandez, Rebeca Ridge and Roxana Sanders. The companies that received
more than 350 points were invited to make a presentation on their products to a content-specific subcommittee of teachers and other content-related
stakeholders. Based on the process described above, the committee recommends that the following vendors be awarded the bid: Math: Agile Mind;
Science: Discovery (Grades 6-8) & McGraw-Hill (grade 9); Social Studies: McGraw-Hill; and no award for Literacy to be made at this time. The award for
Science that is split between Discovery & McGraw-Hill is because Discover does not have any High School Componets. This project has been approved
by BAC.Respectfully request Governing Board approval as recommended. Expected expenditures for this project to be approximately $300,000.
BUDGET INFORMATION:
REVIEWED BY:
Recommend approval of the following vendors for digital content; Math: Agile Mind (Grades 6-9); Science: Discovery (Grades 6-8) & McGraw-Hill (grade
9); Social Studies: McGraw-Hill (Grades 6-9).
ATTACHMENTS:
Name:
Digital_Content_Memo.doc
Description:
Type:
Digital Content Memo
Cover Memo
CREATION:
Date/Time:
Department:
7/9/2012 11:22:53 AM
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 12:30 PM
Approved
Superintendent
Phone (520) 545-2063
Fax (520) 545-2131
To:
Manuel Isquierdo
Superintendent
From:
Steve Holmes
Assistant Superintendent of Curriculum & Instruction
Date:
July 9, 2012
Subject:
RFP 12-36-17 Vendor Selection: Digital Content
This memo serves to document the vendor selection process and recommendations of the RFP
evaluation committee for RFP 12-36-17 for Digital Content Program(s).
The evaluation committee consisted of the following: Pam Betten, Director of School
Improvement, Javier Baca, Executive Director of Information Technologies, Carmen Fernandez,
Literacy Coordinator, Rebecca Ridge, SFA Coordinator and Roxana Rico, Principal of
Challenger Middle School. Due to the large number of responses received, the committee
separated the review into two rounds – those vendors receiving 350 points or greater from the
first round were invited to present to a content-specific subcommittee of teachers and other
content-related stakeholders. Note that the committee decided to not make any award for
Literacy at this time. Following a presentation from each of the finalists the subcommittees
evaluated and made final determinations of the selected vendor for each content area. These
determinations are detailed in the tables below.
Table 1
The following table provides the comprehensive list of vendors that submitted for the RFP 1236-17 and those screened out based on the 350 point cut off during the initial review round.
Vendor
Adaptive Curriculum
Agile Mind
ABC- CLIO
Cambium - Voyager
Explore Learning
Pearson
Math Teachers Press
Cambium - Sopris
Learning A-Z
Cambium – Class.com
McGraw-Hill Education
Discovery Education
Carnegie Learning
Compass Learning
The American Institute
for History Education
First Rd.
Points
377
389
350
316
354
388
342
323
290
323
368
351
366
328
346
Category
SCI, MA
MA
SS
LIT
SCI, MA
SCI, MA, SS
MA
SCI, MA, SS
SCI
SS
Subcommittee Determination and
Comments
Selected Vendor - MA
Screened - due to points
Selected Vendor – SS (6-9), SCI (grade 9)
Selected Vendor – SCI (grades 6-8)
Screened - online course provider only
Table 2
The following table provides the final list of vendors that were asked to present to the District
Sub-Committee during Round 2 and their corresponding content areas.
Vendor
Adaptive Curriculum
Agile Mind
ABC- CLIO
Explore Learning
Pearson
McGraw-Hill Education
Discovery Education
Content Area
SCI, MA
MA
SS
SCI, MA
SCI, MA, SS
SCI, MA, SS
SCI
Subcommittee Determination and Comments
Selected Vendor - MA
Selected Vendor – SS (6-9), SCI (grade 9)
Selected Vendor – SCI (grades 6-8)
The sub committee that reviewed the presentations from vendors was comprised of
representatives from content area teachers, site administrators, TTFs, District Tech Coaches,
and District administrators. The sub committees for math, science and social studies sought out
products that were innovative, included highly engaging interactive technologies, had strong
progress monitoring components, and had a proven track record of success with students from
similar demographics. Based on the process described above, the committee recommends that
the following vendors be awarded:
Math:
Science:
Social Studies:
Literacy:
Agile Mind
Discovery (grades 6 – 8), McGraw-Hill (grade 9)
McGraw-Hill
(Not Awarded)
MATH: Agile Mind – 6th through 9th Grade to include Algebra I, Intensified Algebra and
Academic Youth Development (AYD). This company has a strong partner relationship with the
Dana Center at the University of Texas at Austin working in conjunction with the Bill and
Melinda Gates Foundation. They provide customized professional development and support
that aligns to Common Core Standards.
SCIENCE: Discovery Education for grades 6th through 8th and McGraw Hill for 9th grade
Discovery Education Company offers an interactive textbook developed with a multitude of
simulations and virtual labs; includes Streaming Plus for 6th - 8th, which includes over 100,000
learning objects (videos, simulations, etc.). Discovery Education does not offer high school
courses. For this reason, the second choice in the process (McGraw-Hill) was selected for 9th
grade.
SOCIAL STUDIES: McGraw Hill for grades 6th through 9th – This company offers interactive
textbooks with leveled eReaders and has a Cornell notes taking feature; customizable content
to our SUSD calendar; and comprehensive professional development.
BOARD ACTION ITEM
Governing Board Policy - New Policy EGAEA: Electronic Mail
ACTION TYPE:
Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Mary Veres, Project Manager for One-to-One
Respectfully requesting Governing Board approval of Policy EGAEA: Electronic Mail. This policy was previously submitted for first and second
reading, and is now being submitted for Board action.
BUDGET INFORMATION:
REVIEWED BY:
Recommend to approve a new Board Policy EGAEA: Electronic Mail.
ATTACHMENTS:
Name:
Description:
Electronic_Mail_EGAEA_for_board_approval_on_July_10_2012pdf.pdf Policy EGAEA
CREATION:
Date/Time:
Department:
7/2/2012 4:44:07 PM
Student Services
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 9:00 AM
Approved
Superintendent
Type:
Cover Memo
BOARD ACTION ITEM
English Language Learners (ELL) Update
ACTION TYPE:
Info/Action
ITEM:
SUBMITTED BY:
The Arizona Department of Education (ADE), Office of English Language Acquisition Services (OELAS), recently approved Sunnyside's School District
proposed change to the K-5 Structured English Immersion (SEI) model for English Language Learners (ELL) students. The approved change is
considered by OELAS as an "extension" to the 4-hour model, and it is approved as a pilot for one year. The extension allows heterogeneous grouping of
ELL and non-ELL students during the 90-minute Walk-to-Read block (includes 60 minutes of Reading and 30 minutes of Oral Language/Vocabulary). The
English Language Proficiency (ELP) standards must be integrated into the instruction during this block. During the remainder of the 4-hour SEI block, ELL
students will be grouped homogeneously for the remaining components of Writing (60 minutes), Grammar (60 minutes) and Oral Language/Vocabulary (30
minutes).
Requesting Governing Board approval of the implementation of the ADE approved extension to the K-5 SEI model.
BUDGET INFORMATION:
REVIEWED BY:
Recommend approval of the implementation of the ADE approved extension to the SEI model for Sunnyside School District.
ATTACHMENTS:
Name:
Description:
Revised_Modifications_to_SEI_Model.pptOELAS_approved.ppt Revised SEI model
CREATION:
Date/Time:
Department:
7/9/2012 8:54:53 AM
Student Services
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 12:09 PM
Approved
Superintendent
Type:
Cover Memo
1
ADE APPROVED EXTENSION
OF SUNNYSIDE’S SEI MODEL
ADE Approved Extension to
Sunnyside’s SEI Block
The approved extension of the SEI block specifically affects the 90-minute Reading Block in the
elementary grades, K-5. The 90-minute Reading Block for students in grades K-5 includes 60
minutes of Reading and 30 minutes of Oral English/Conversation and Vocabulary. For this 90minute Reading Block, students will be placed in heterogeneous groups based on reading level.
¨
. All elementary schools currently use a Walk-to-Read approach, either through the Success for
All (SFA) program or other reading programs. In this approach, students are grouped by ability in
a structured and specific reading block.
¨
The English Language Proficiency (ELP) standards will be an integral part of the Reading Block,
and there will be evidence of their use throughout the instruction in the Reading Block.
¨
For the remainder of the four hours, ELL students will be homogeneously grouped by language
proficiency. The remaining time allocations include 60 minutes of Writing, 60 minutes of Grammar,
and 30 minutes of Oral English/Conversation and Vocabulary.
¨
The extension of the SEI model was discussed and approved by the OELAS team. This extension is
considered by OELAS as a pilot for one year. Student achievement data will be analyzed at the
end of the 2012-2013 school year, and next steps will be determined.
¨
Summary of SEI components K-5
¨
Reading Block (heterogeneous grouping): 60
minutes of Reading, 30 minutes Oral
Language/Vocabulary
ELP
¨
¨
¨
standards must be integrated into instruction
Writing (homogeneous grouping): 60 minutes
Grammar (homogeneous grouping): 60 minutes
Oral Language/Vocabulary (homogeneous
grouping): 30 minutes
Summary of Proposed Modification
What will remain the same and what will change
Model Elements that will not Change
Model Elements that will be Modified
•4-hours of SEI including:
Grammar
Reading
Writing
Oral English/Conversation & Vocabulary
• A 90 minute Reading and Oral English/
Conversation & Vocabulary class will be
structured so that students will be grouped as
follows:
1. Where possible, primarily by language
and then by reading ability level
or
2. Where necessary, by reading ability level
•Teachers will use the ELP Standards as a basis
for English instruction
•Teachers of ELL students will be highly
qualified
•Secondary grouping structure
• The remaining ½ hour of Oral English/
Conversation & Vocabulary will occur after the
90 minute reading block
4-Hour SEI Model
(with proposed modification in yellow)
Mixed grouping by ability level in remaining Walk-to-Read periods
(Homogeneous groupings where feasible)
Time
Allocations
90 Minutes
30 Minute
30 minutes Oral English
Conversation
and Vocabulary
Oral English
Conversation
and Vocabulary
60 minutes Reading
Mixed group—
ELL/Non-ELL, FEP—
grouping by ability for
reading block
ELPs
Reading Strand
Language Strand
•Standard 2
Vocabulary
60 Minutes
Writing
(ELL only)
60 Minutes
Grammar
(ELL only)
Mixed group—
ELL/Non-ELL,
FEP—grouping by
ability for reading
block
Listening and
Writing
Speaking Strand Strand
Language Strand
•Standard 1
Standard English
Conventions
4-Hour SEI Block Materials - SFA
Time
Allocations
90 Minutes
30 Minute
30 minutes Oral English
Conversation
and Vocabulary
60 minutes Reading
Oral English
Conversation
and Vocabulary
Materials
SFA materials
•Kinder Corner
•Roots
•Wings
Reach
Assessments
AIMS
RAPS 360
Cengage e-assessment
60 Minutes
Writing
60 Minutes
Grammar
Reach Writing
Reach Grammar
ATI – Galileo
DIBELS Next
Program specific assessments: Foresight
4-Hour SEI Block Materials - WTR
Time
Allocations
90 Minutes
30 Minute
30 minutes Oral
English Conversation
and Vocabulary
60 minutes Reading
Oral English
Conversation
and Vocabulary
Materials
Reach
Pre-Emergent/
Emergent/ Basic/
Low Intermediate
Assessments
60 Minutes
Writing
60 Minutes
Grammar
Reach
Pre-Emergent/
Emergent/ Basic/
Low Intermediate
Reach – Writing
Pre-Emergent/
Emergent/ Basic/
Low Intermediate
Reach Grammar
Houghton Mifflin
Reach
Reach
High Intermediate
Approaches/Meets
High Intermediate
Approaches/Meets
High Intermediate
Approaches/Meets
AIMS
RAPS 360
Cengage e-assessment
ATI – Galileo
DIBELS Next
Program specific assessments: Reach Unit and
level assessments
Secondary SEI 4 Hour Block
ELPs
Reading
Strand
Writing Strand
Language Strand
Listening & Speaking
Strand
Time Allocations
60 Minutes
ELD I Reading
60 Minutes
ELD I Writing
60 Minutes
ELD I Grammar
60 Minutes
ELD Conversational
English and Academic
Vocabulary
High Basic/ 60 Minutes
Low
ELD II Reading
Intermediate High B
Low I
60 Minutes
ELD II Writing
High B Low I
60 Minutes
ELD II Grammar
Hi B
Low I
60 Minutes
ELD Conversational
Vocabulary
Intermediate 60 Minutes
ELD III Academic
Reading
I
60 Minutes
ELD III Academic
Writing I
60 Minutes
ELD III Grammar
60 Minutes
ELD Conversational
Vocabulary
PreEmergent/E
mergent
Low Basic
BOARD ACTION ITEM
International Society for Technology in Education (ISTE) and Project RED Update
ACTION TYPE:
Information
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Dr. Isquierdo, Superintendent, will provide the Governing Board Members with an update on the International Society for Technology in
Education (ISTE) Conference held in San Diego June 25-27. District administrators, as well as representatives from the Curriculum and
Instruction and Instructional Technologies (IT) departments attended this conference, which is directly aligned and supports Sunnyside's
Technology One-to-One initiative.
BUDGET INFORMATION:
REVIEWED BY:
Information Item
ATTACHMENTS:
Name:
Description:
Type:
CREATION:
Date/Time:
Department:
7/5/2012 3:32:55 PM
Superintendent
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 9:25 AM
Approved
Superintendent
BOARD ACTION ITEM
Request for Executive Session
ACTION TYPE:
Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
Personnel, Pursuant to A.R.S. 38-431.03(A)(1). Discussion or consideration or appointment and/or employment, and/or salary of a public
appointee and/or employee. Discussion or consideration of employment assignment, appointment, disciplinary of an appointee or employee of
the district - discussion of assignment/responsibilities of specified staff, discussion of Los Amigo's Principal position, K-12 Math Coordinator and
Personnel, Pursuant to A.R.S. 38-431.03(A)(1).
Discussion or consideration or appointment and/or
employment, and/or salary of a public appointee and/or
employee. Discussion or consideration of employment
assignment, appointment, disciplinary of an appointee
or employee of the district - discussion of assignment/
responsibilities of specified staff, discussion of Los
Amigo's Principal position, K-12 Math Coordinator and
BUDGET INFORMATION:
REVIEWED BY:
Recommend the Governing Board recess into Executive Session Personnel, Pursuant to A.R.S. 38-431.03(A)(1).
ATTACHMENTS:
Name:
Description:
Type:
CREATION:
Date/Time:
Department:
7/5/2012 12:15:26 PM
Superintendent
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 9:17 AM
Approved
Superintendent
BOARD ACTION ITEM
Results of Executive Session
ACTION TYPE:
Action
PREVIOUS ACTION OF
AGENDA ITEM:
SUBMITTED BY:
This item is placed on the agenda to give the Governing Board Members to option, if needed, of taking action as a result of discussion held in
the Personnel Executive Session.
This item is placed on the agenda to give the
Governing Board Members to option, if needed,
of taking action as a result of discussion held in the
Personnel Executive Session.
BUDGET INFORMATION:
REVIEWED BY:
ATTACHMENTS:
Name:
CREATION:
Description:
Type:
Date/Time:
Department:
7/9/2012 12:58:41 PM
Superintendent
APPROVALS:
Date/Time:
Approval:
Department:
7/9/2012 12:59 PM
Approved
Superintendent

Consideration of approving certified and classified support staff

Transcription

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