San Juan Unified School District Pam Costa, President Regular Meeting of the Board of Education Saul Hernandez, Vice President 3738 Walnut Avenue, Carmichael, California 95608 Paula Villescaz, Clerk Greg Paulo, Member Michael McKibbin, Ed.D., Member
Board of Education Agenda October 9, 2018
A. CALL TO ORDER/PLEDGE OF ALLEGIANCE– 6:30 p.m. B. APPROVAL OF THE MINUTES – September 25, 2018, regular meeting, pages 2107-2110. C. ORGANIZATIONS/ANNOUNCEMENTS – 6:35 p.m. 1. High School Student Council Reports 2. Board-appointed/District Committees 3. Employee Organizations 4. Other District Organizations
D. VISITOR COMMENTS – 6:45 p.m. Board Bylaw 9323 limits visitor comments to two (2) minutes per speaker, with no more than 30 minutes per single topic. Time will be extended for any speaker who uses an interpreter.
E. CONSENT CALENDAR – E-1/E-10 – 7:15 p.m. Action: The administration recommends that the consent calendar, E-1 through E-10 regarding regular business items, be approved. (Any item may be removed for further discussion and separate action following consideration of remaining agenda items.) 1. *Personnel – Appointments, leaves of absence and separations.
2. *Purchasing Report – Purchase orders and service agreements, change orders, construction and public works bids and piggyback contracts.
3. *Business/Financial Report – Notices of completion.
4. Acceptance of the following gifts (# = donor’s est.) Earl LeGette Elementary School: From Earl LeGette PTA – for playground equipment: $699.43. Early Childhood Education/Marvin Marshall: From Antoinette Cerniglia – for field trips: $200. Howe Avenue Elementary School: From Terri Day – for music program instruments, repairs and supplies: $4,476.64. Northridge Elementary School: From David Herrera – for 152 books: $152(#). Rio Americano High School: From Christine Ford – for photography class: $300. San Juan High School: From Carol Walden – for San Juan High School Visual and Performing Arts (VAPA) program: $200.
5. *Approval to dispose of surplus property pursuant to Board Policy 3270 and Education Codes §17545 & §17546.
6. *Approval of California Environmental Quality Act (CEQA) Notices of Exemption for the Casa Roble Fundamental High School administration building and library replacement project and the building A modernization project.
7. *Approval of Visions in Education Memorandum of Understanding – First Amendment.
8. *Approval of one member to the Community Advisory Committee (CAC) for Special Education.
9. *Approval to implement the following grant: Kaiser Permanente Community Benefit Grants Program 2018-2019.
10. *Approval to implement the following grant: California Fertilizer Foundation School Garden Grant Program – Cameron Ranch Elementary School 2018-2019. *Material provided.
1 F. CONSENT CALENDAR (continued, if necessary) Discussion and action on the items removed from the consent calendar.
G. BUSINESS ITEMS
1. 2018 Summer Learning Programs – 7:20 p.m. (Messer) Material provided.
Report: regarding an update on the learning programs offered during the summer of 2018.
2. Public Hearing: Increase in Statutory Developer Fees – 7:50 p.m. (Camarda) Material provided.
Public Hearing/Action: The superintendent is recommending that the board hold a public hearing regarding an increase in statutory developer fees; and adopt Resolution No. 2919 accepting the 2018 Level I Developer Fee Justification Study, updating the district’s statutory developer fees pursuant to Education Code section 17620 and declaring the change in fees as exempt from the provisions of CEQA.
3. Board Policy 5145.4 Gender Identity and Access – 8:10 p.m. (Calvin) Material provided. (Discussed: 09/25/2018)
Action: The superintendent is recommending that the board approve new Board Policy 5145.4 Gender Identity and Access.
4. Williams Complaint Report – 8:15 p.m. (Simlick) Material provided.
Report: regarding the status of Williams-type complaints filed with the district per Education Code §35186(d), which requires each school district to publicly report, on a quarterly basis, summarized data on the nature and resolution of all Williams-type complaints.
5. Variable Term Waiver – 8:20 p.m. (Oropallo) Material provided.
Action: The superintendent is recommending that the board approve the submission of one variable term waiver to the California Commission on Teacher Credentialing.
6. Tentative Agreements: SJTA, SJPEC, SJSA, Teamsters – 8:25 p.m. (Shoemake) Material provided. (Discussed: 09/25/2018)
Public Comment/Action: The superintendent is recommending that the board approve the tentative agreements between the following employee groups and San Juan Unified School District (SJUSD):
a. San Juan Teachers Association (SJTA) b. San Juan Professional Educators Coalition (SJPEC) c. San Juan Supervisors Association (SJSA) d. Teamsters Local No. 150
7. Salary Schedule Adjustments: SJAA, Cabinet, Confidential, Unrepresented – 8:30 p.m. (Shoemake) Material provided. (Discussed: 09/25/2018)
Public comment/Action: The superintendent is recommending that the board approve the salary schedule adjustments for the following employee groups:
a. San Juan Administrators Association (SJAA) and Cabinet b. Confidential Group and Unrepresented Specialists
2 8. Tentative Agreement: California School Employees Association (CSEA) – 8:35 p.m. (Shoemake) Material provided.
Discussion: regarding the tentative agreement between CSEA and SJUSD. Action anticipated: 10/23/18.
H. BOARD/STAFF REPORTS – 8:40 p.m.
I. FUTURE AGENDA – 8:50 p.m. The board may wish to identify items to be discussed at future meetings and the reason therefore.
J. VISITOR COMMENTS – 8:55 p.m.
K. ADJOURNMENT – 9:00 p.m.
The Board of Education welcomes and encourages the public’s participation at the board meetings and has devoted time throughout the meeting for that purpose. You may comment on items included on this agenda; however, we ask that you limit your comments to two (2) minutes so that as many people as possible may be heard (Education Code §35145.5, Government Code §54954.3). When an item indicates “material provided,” the additional information is available prior to the meeting in the Information and Communication Office, 3738 Walnut Avenue, Carmichael, (916) 979-8281, or on the district website at www.sanjuan.edu. A person with a disability may contact the Board of Education office at (916) 971-7111 or e-mail [email protected] at least 48 hours before the scheduled board meeting to request receipt of an agenda and other distributed writings in an appropriate alternative format or to request disability-related modifications or accommodations, including auxiliary aids or services, in order to participate in the public board meeting. NOTE: The times indicated are approximate.
Mission Statement Valuing diversity and excellence, the San Juan Unified School District’s mission is to educate and inspire each student to succeed and responsibly contribute to a radically evolving world by providing innovative, rigorous, student-focused instruction and programs in a safe, caring and collaborative learning community.
3 B 10/09/2018
San Juan Unified School District Board of Education 3738 Walnut Avenue, Carmichael, California 95608
Board of Education Minutes September 25, 2018
Regular Meeting Board of Education 5:15 p.m.
Call to Order The September 25 regular meeting was called to order by the president, Pam Costa.
Roll Call Present: Pam Costa, president Saul Hernandez, vice president Paula Villescaz, clerk (arrived 5:45 p.m.) Greg Paulo, member Michael McKibbin, Ed.D., member
Recess: Closed Session (B) The meeting was immediately recessed, with the board convening in closed session to consider student expulsions in three cases (Education Code §48918[f]); to discuss labor relations regarding CSEA Chapter 127 General/Operations support, Chauffeurs/Teamsters Local No. 150 Transportation, Supervisors, SJTA and SJPEC (Government Code §54957.6); and for conference with legal counsel regarding anticipated litigation — initiation of litigation pursuant to Government Code section 54956.9(d)(4) — deciding whether to initiate/participate in litigation as amicus curiae: one case.
Reconvene Open Session/Pledge of Allegiance (C) At 6:30 p.m., four members of the Del Campo High School Air Force Jr. ROTC led the group in the Pledge of Allegiance.
Minutes Approved (D) It was moved by Ms. Villescaz, seconded by Mr. Hernandez, that the minutes of the September 11 regular meeting be approved. MOTION CARRIED UNANIMOUSLY [Costa, Hernandez, Villescaz, Paulo, McKibbin].
Recognition (E-1) It was moved by Mr. Paulo, seconded by Ms. Villescaz, to adopt Resolution No. A-379 proclaiming the week of October 8-14 as the Week of the School Administrator. MOTION CARRIED UNANIMOUSLY [Costa, Hernandez, Villescaz, Paulo, McKibbin].
High School Student Council Reports (E-2) High School Student Council representatives Mariah Benavides and Rylee Dixon from Del Campo High School and Blake Moser and Sarah Chaves from El Camino Fundamental High School updated the board on the goals, activities and achievements at their respective schools.
Board-appointed/District Committees (E-3) Mary Beth Barber, chair of the Local Control Accountability Plan Parent Advisory Committee (LCAP PAC) updated the board on the work of the committee. Ms. Villescaz thanked the LCAP PAC for its partnership and stated she looks forward to productive dialog this school year. Ms. Costa also thanked the LCAP PAC for its work. Superintendent Kern presented
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data to clarify information that was put forth by a LCAP PAC member at its September 20 meeting regarding graduation and dropout rates. Mr. Kern stated that the data from school years 2007-2008 through 2016-2017 shows graduation rates for African-American and Hispanic students have increased; the dropout rates have decreased; and the achievement gap between African-American/Hispanic students and white students has decreased, but he acknowledged that there is still work to be done to close the achievement gaps even further.
Closed Session/Expulsion Actions (E-6) Ms. Villescaz reported that the board voted 4-0 to accept a hearing panel’s recommendation of two stipulated expulsions in case numbers S-06 and S-08 and one denied enrollment in case number OS-03 [Costa, Hernandez, Paulo, McKibbin]; and the board voted unanimously to participate as amicus curiae and submit an amicus curiae brief in support of the California School Board Association’s (CSBA) position in CSBA v. State of California, California Supreme Court Case S247266. CSBA and four local education agencies (LEAs) are challenging the State of California’s requirement that LEAs use existing funding sources to pay for programs and services previously identified as mandated costs, instead of reimbursing LEAs for such programs and services [Costa, Hernandez, Villescaz, Paulo, McKibbin].
Visitor Comments (F) Students Eleanor Love and Lauren Kim shared information regarding the work they are doing to support the California voter pre-registration project, where eligible 16- and 17-year-olds in California can pre-register to vote in order to be automatically registered when they turn 18.
Tom Jones, executive director of the Aerospace Museum of California, provided information about upcoming events at the museum and stated he hopes that more San Juan Unified School District (SJUSD) students will have the opportunity to take part in field trips to the museum, which supports STEM (science, technology, engineering and mathematics) education.
Larry Miles, former SJUSD board member, spoke regarding the Aerospace Museum of California, noting its commitment to STEM education and the strong connection to San Juan schools, which they hope to expand with more student visits.
John Lozo, a former student at Bella Vista High School, spoke regarding school safety.
Consent Calendar Approved (G-1/G-6) It was moved by Ms. Villescaz, seconded by Dr. McKibbin, that the consent calendar items G-1 through G-6 be approved. MOTION CARRIED UNANIMOUSLY [Costa, Hernandez, Villescaz, Paulo, McKibbin].
Personnel (G-1) Appointments, leaves of absence, separations, job description/salary range change and recommendation to extend a district intern credential — approved as submitted.
Purchasing Report (G-2) Purchase orders and service agreements, change orders, construction and public works bids, piggyback contracts and zero dollar contract — approved as submitted.
Business/Financial Report (G-3) Notices of completion, warrants and payroll and budget revisions — approved as submitted.
Gifts (G-4) Acceptance of gifts to Dyer-Kelly Elementary School, El Camino Fundamental High School, Laurel Ruff Transition School, Mariemont Elementary School, Mesa Verde High School and San Juan High School.
Disposal of Surplus Property (G-5) Approval to dispose of surplus property pursuant to Board Policy 3270 and Education Codes §17545 and §17546.
Grant: Refugee School Impact Program Grant 2018-2021 (G-6) Approval to submit and implement, if funded, the Refugee School Impact Program Grant 2018-2021.
Adult Education Update (I-1) Assistant Superintendent of Secondary Education Rick Messer introduced Adult Education Principal Lynn Bartlett, who provided an update on the growth of the SJUSD adult education program. Ms. Bartlett shared that SJUSD is a member of the Capital Adult Education Regional Consortium (CAERC), an organization that works collaboratively to identify and develop regional priorities to meet the needs of adult education students. Ms. Bartlett shared extensive information regarding the goals, funding sources, enrollment trends, demographics and community partnerships of the SJUSD adult
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education program. Ms. Bartlett stated that the need for English as a Second Language (ESL) programs has increased significantly in recent years due to the influx of refugees to the area. She also stated adult students need assistance with technology, finding employment and transitioning to college. Khatera Khushee, an adult education student and instructional assistant, shared her experiences of how many staff members at Creekside Adult Center have influenced her life since her arrival from Afghanistan in 2016. Ms. Bartlett stated that next steps and goals include increasing rigor to prepare students for college; expanding partnerships with the Fulton-El Camino Recreation and Park District; and installing a large community garden at the Creekside campus. Ms. Bartlett shared that the biggest challenge has been the ability to provide child care at Creekside Adult Center while the parents are taking classes. Ms. Bartlett answered questions from the board.
Accountability Dashboard: Local Measures (I-2) Senior Director of Program Development and Accountability Donna O’Neil, Ed.D., presented a report on the LEA measurement of progress for the 2017-2018 school year on the five local indicators related to the state accountability dashboard. Dr. O’Neil explained that a combination of state-reported measures and local measures are used to report on the eight priorities. Dr. O’Neil provided an overview of the five local indicators that are state requirements: Indicator 1: Basic Services; Indicator 2: Standards Implementation; Indicator 3: Parent Engagement; Indicator 4: School Climate; and Indicator 5: Broad Course of Study. Dr. O’Neil noted a correction to attachment B: priority 2, item 5, line 3 – “providing support for teachers on the standards they have not yet mastered” – which should reflect a rating of 3 (initial implementation). Dr. O’Neil stated the dashboard, which will have a slightly new look and should be more user-friendly, is expected to be released by the California Department of Education in early December. Dr. O’Neil responded to questions from the board.
Choices Charter School Accountability Dashboard: Local Measures (I-3) Assistant Superintendent of Educational Services Debra Calvin, Ed.D., introduced Director of Choices Charter School Tony Oddo. Mr. Oddo reported on the Choices Charter School’s measurement of progress for the five local indicators related to the state accountability dashboard.
Proposed Board Policy 5145.4 Gender Identity and Access (I-4) Assistant Superintendent of Educational Services Debra Calvin, Ed.D., introduced Director of Equity and Student Achievement Diana Marshall, who presented the newly proposed board policy 5145.4 Gender Identity and Access for discussion. Ms. Marshall stated the new policy is necessary as issues surrounding gender identity and the laws governing student rights have evolved and become more complex. Ms. Marshall explained that the information was presented to numerous stakeholder groups for feedback.
Ms. Villescaz thanked the equity team for including a large number of stakeholders in the process, stating that she is proud of the proposed board policy, which is a very student-focused policy that allows for gender self-affirmation and provides a feeling of safety for our students. Ms. Costa echoed a thank you and stated that the large stakeholder input process helped the policy become stronger. Action was scheduled for October 9.
Public Hearing: Sufficiency of Textbooks and Instructional Materials (I-5) Senior Director of Program Development and Accountability Donna O’Neil, Ed.D., presented the topic. Ms. Costa declared the sufficiency of textbooks and instructional materials topic a public hearing and invited the public to speak. There being no comments or questions from the public, Ms. Costa declared the public hearing closed.
It was moved by Dr. McKibbin, seconded by Mr. Hernandez, to adopt Resolution No. 2918 stating that each pupil in each school in the district have sufficient textbooks and instructional materials in each subject and that they are consistent with the content and cycles of the curriculum framework adopted by the state board. MOTION CARRIED UNANIMOUSLY [Costa, Hernandez, Villescaz, Paulo, McKibbin].
Tentative Agreements: SJTA, SJPEC, SJSA, Teamsters (I-6 a, b, c, d) Assistant Superintendent of School and Labor Relations Jim Shoemake explained that tentative agreements have been reached between SJUSD and the following bargaining groups: San Juan Teachers Association (SJTA); San Juan Professional Educators Coalition (SJPEC); San Juan Supervisors Association (SJSA); and Teamsters Local No. 150. Public comment/action was scheduled for October 9.
Salary Schedule Adjustments: SJAA, Cabinet, Confidential, Unrepresented (I-7 a, b) Assistant Superintendent of School and Labor Relations Jim Shoemake explained that an adjustment in salary schedules is being proposed for the San Juan Administrators Association (SJAA), Cabinet, Confidential Group and Unrepresented Specialists for 2018-2019. Public comment/action was scheduled for October 9.
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School and Community College District Representative Election (I-8) It was moved by Mr. Paulo, seconded by Mr. Hernandez, to cast a vote for Mario Rodriguez, associate vice chancellor of finance for the Los Rios Community College District, to serve as school and community college district representative on the Sacramento County Treasury Oversight Committee. MOTION CARRIED UNANIMOUSLY [Costa, Hernandez, Villescaz, Paulo, McKibbin].
Staff Report (J) Assistant Superintendent of Operations, Facilities and Transportation Frank Camarda provided an update on a recent meeting that he and Maintenance and Operations Manager Chris Ralston attended along with representatives from Inspire Charter School, Moms Across America and Non Toxic Communities regarding the use of glyphosate pesticides on SJUSD campuses. Mr. Camarda stated that the group reviewed current practices regarding the use of glyphosate pesticides and agreed that the district would: increase staff training on the application process; update the parent handbook and district website regarding the spraying notification process; and, as a precautionary measure, limit the application times to non- business/non-school hours at all sites. Mr. Camarda also stated he would be contacting a representative of the Irvine School District to gain insight on its organic weed control program. It was further agreed that, effective immediately, Roundup® would no longer be used at the former Littlejohn Elementary School site (currently the Inspire Charter School campus), and potentially, the site could be used in the future as a test site if the organic weed control options are considered.
Board Reports (J) Dr. McKibbin reported that he attended several events that emphasized the importance of community partnerships, including Back-to-School Night at Ralph Richardson Center, which not only provided parents with school-related information but also resources on significant topics such as respite care; the voter pre-registration event at El Camino Fundamental High School, which was attended by California Secretary of State Alex Padilla; and Project SEARCH, a partnership between Laurel Ruff Transition School, Kaiser Permanente and SJUSD dedicated to providing education and training to young adults with intellectual and developmental disabilities to help them secure employment after graduation.
Ms. Costa thanked Dr. Calvin, Ms. Marshall and staff who helped organize the Historically Black Colleges and Universities (HBCU) and College Night events that she attended, stating that she was touched by one particular 12th-grade student who shared his story of perseverance and now has three college offers to contemplate. Ms. Costa also reported that she attended one of the System of Professional Growth (SPG) training sessions, commending Cheryl Dultz and the SPG team for their refined work in training the 90 participants that day; and the Back-to-School Partnership Breakfast, hosted by the Family and Community Engagement (FACE) team, which was a great event and networking opportunity where she met an inspiring Del Campo High School student who is a member of the Improve Your Tomorrow (IYT) college academy program.
Mr. Hernandez shared that in August he participated in the district financial advisor interview process, stating that it was enlightening to hear about the process of issuing bonds, and he has confidence in the company that was selected.
Future Agenda (K) No items were added to the future agenda.
Adjournment (M) At 8:36 p.m., there being no further announcements or business, the regular meeting was adjourned.
______Pam Costa, President Kent Kern, Executive Secretary
Approved: ______:sc
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SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM # _E-1__ BOARD OF EDUCATION MEETING DATE: 10/09/2018 APPROVED: HUMAN RESOURCES The following reports are submitted for board approval Personnel Pages Page # Appointments Management 1 Certificated 1 - 3 Classified 3
Leaves of Absence Management 3 Certificated Classified
Separations Management Certificated 3 Classified 3
Pre-Retirement Reduced Workload
Reassignments/Change in Work Year
Errata
Job Description/Salary Range Change Management Certificated Classified Unrepresented
Cabinet Contracts/Extension of Contract
Recommendation to Extend A District Intern Credential Certificated
Credential Approval Recommendations Certificated
Charter School Personnel Actions Visions Choices Agenda for the October 9, 2018 Board Meeting
1. APPOINTMENTS
CERTIFICATED SUPERVISORY
Type Name Status Assignment Location Effective Date (s) Promotion Reinhard, James Temp Vice Principal Starr King 10/01/18 06/26/19
CERTIFICATED
Type Name Status Assignment Location Effective Date (s) New Hire Al-Taian, Lillian Temp School Social Worker LSC Region 1 @ Arcade 07/30/18 06/28/19 New Hire Batzianis, Rebecca Temp Teacher Grade 9/12 Casa Roble 08/14/18 06/12/19 New Hire Baumgart, Ashley Temp Teacher Grade 6/12 Encina 08/14/18 06/12/19 New Hire Beaushaw, Heather Temp Teacher Grade 3 Howe Avenue 08/28/18 06/12/19 New Hire Becerra, Dorothy Temp Teacher Grade 6/12 Encina 08/14/18 06/12/19 New Hire Benjamin, Courtney Temp Teacher Grade 5 Sierra Oaks 08/14/18 06/12/19 New Hire Bennetts, Jamie Prob Teacher Elem K/8 LSC Region 3 @ Arlington 08/14/18 New Hire Bills, Sarah Prob Teacher Grade 4 Dyer-Kelly 08/14/18 New Hire Bilti, Alina Prob Tch-Trav Elem Clsrm-Art Teaching and Learning 08/14/18 New Hire Borrego-Lemus, Mia Temp Teacher Elem K/8 LSC Region 3 @ Arlington 08/14/18 06/12/19 New Hire Bricco, Nicholas Temp Teacher Grade 9/12 Mesa Verde 08/14/18 06/12/19 New Hire Cabrera, Daniel Temp Teacher Grade 9/12 Rio Americano 08/14/18 06/12/19 New Hire Carder, Sunny Prob Teacher Elem K/8 Dyer-Kelly 08/14/18 New Hire Carson, Sean Temp Tch-Severely Hndcp Barrett 08/14/18 06/12/19 New Hire Carter, Carrie Prob Teacher Grade 7/8 Arcade 08/14/18 New Hire Caulfield, Jill Temp Teacher Kindergarten Pasadena 08/14/18 06/12/19 New Hire Champion, Caleb Temp Tch-English Lang Develop Mira Loma 08/14/18 06/12/19 New Hire Chandler, Stephanie Temp Teacher Grade 3 Twin Lakes 08/14/18 06/12/19 New Hire Clements, Thomas Temp Tch-Voc Educ/ROP 9/12 Rio Americano 08/14/18 06/12/19 New Hire Conover, Jessica Prob Teacher Grade 7/8 Sierra Oaks 08/14/18 New Hire Contreras, Maria Prob Teacher Grade 9/12 Mira Loma 08/14/18 New Hire Cortez, Jose Temp Teacher Grade 9/12 Del Campo 08/14/18 06/12/19 New Hire Craig, Matthew Prob Tch-Trav Elem Clsrm-PE Teaching and Learning 08/14/18 New Hire Darrow, Emily Temp Teacher Grade 1 Howe Avenue 08/14/18 06/12/19 New Hire Denny, Tiana Prob Teacher Grade 9/12 Rio Americano 08/14/18 New Hire Densley, Nalina Temp Teacher Grade 9/12 Mesa Verde 08/14/18 06/12/19 New Hire Dixon, Kesley Prob Teacher Kindergarten Cameron Ranch 08/14/18 New Hire Dorman, Virginia Prob Teacher Grade 7/8 Edison 08/14/18 New Hire Dresser, Diana Prob Tch-Severely Hndcp Bella Vista 08/14/18 New Hire Dutcher, Jennifer Temp Teacher Grade 4 Del Paso 08/14/18 06/12/19 New Hire Eckroat, Jennifer Temp Teacher Combo K-1 Charles Peck 08/14/18 06/12/19 New Hire Estes, Amy Prob Teacher Elem K/8 LSC Region 2 @ Barrett 08/14/18 New Hire Faulk-Burgess, Chloe Temp Teacher Grade 6/12 Encina 08/14/18 06/12/19 New Hire Fedorov, Igor Temp Teacher Grade 7/8 Carnegie 08/14/18 06/12/19 New Hire Feeney, Cynthia Temp Teacher Combo 4-5 Legette 08/14/18 06/12/19 New Hire Fegan, Samuel Prob Teacher Grade 9/12 El Camino 08/14/18 New Hire Ferreira Van Leer, Kyle Prob Teacher Grade 7/8 Starr King 08/14/18 New Hire Fields, David Temp Teacher Grade 7/8 Churchill 08/14/18 06/12/19 New Hire Flores, Katherine Prob Teacher Grade 3 Deterding 08/14/18 New Hire Flores, Jennifer Temp Teacher Kindergarten Skycrest 08/14/18 06/12/19 New Hire Forrest, Jennica Prob Teacher Elem K/8 Dyer-Kelly 08/14/18 New Hire Frizzell, Peggy Prob Teacher Grade 7/8 Arcade 08/14/18 New Hire Fulton, Sylvia Temp Teacher Grade 7/8 Churchill 08/14/18 06/12/19 New Hire Gable, Morgan Temp Teacher Kindergarten Whitney 08/14/18 06/12/19 New Hire Gallup, Ginger Temp Teacher Grade 7/8 Barrett 08/14/18 06/12/19 New Hire Garcia, Melissa Temp Teacher Grade 3 Northridge 08/14/18 06/12/19 New Hire George, Lauren Prob Teacher Grade 5 Carmichael 08/14/18 New Hire Gilbert, Emily Temp Teacher Grade 1 Sierra Oaks 08/14/18 06/12/19 New Hire Gilmore, Alexandra Prob Teacher Grade 6 Starr King 08/14/18 New Hire Glasgow, Megan Temp Tch-Severely Hndcp Special Ed – Kenneth 08/14/18 06/12/19 New Hire Godina, Kathryn Temp Teacher Combo 2-3 Dyer-Kelly 08/14/18 06/12/19 New Hire Gomes, Joseph Temp Tch-Site Resource-HS Rio Americano 08/14/18 06/12/19 New Hire Gonzalez, Marco Temp Teacher Grade 7/8 Churchill 08/14/18 06/12/19 New Hire Haskell, Noelle Temp Teacher Kindergarten Greer 08/14/18 06/12/19 New Hire Hedrick, Janel Temp Teacher Kindergarten Coyle 08/14/18 06/12/19 New Hire Herbert, Jennifer Prob Teacher Grade 3 Skycrest 08/14/18 New Hire Holloway, Jon Temp Teacher Grade 3 Edison 08/28/18 06/12/19 New Hire Hong, Trisha Temp Teacher Combo 3-4 Coyle 08/14/18 06/12/19 New Hire Hughes, Kristen Prob Tch-English Lang Develop Woodside 08/14/18 New Hire Huhn, Heidi Temp Tch-Site Resource Elem Intrv Northridge 08/14/18 06/12/19 New Hire Jaimes, Garrett Temp Teacher Grade 9/12 Del Campo 08/14/18 06/12/19 New Hire Jarquin, Amalia Prob Tch-Dual Lang Immers 4-8 Edison 08/14/18 New Hire Johnson, Sarah Prob Teacher Elementary K/8 Dyer-Kelly 08/14/18 New Hire Kalfountzos, Catherine Prob Lang/Speech/Hear Spec Special Ed – Kenneth 08/14/18 New Hire Kalteis, Robert Temp Tch-JROTC Del Campo 08/01/18 06/12/19 1 Agenda for the October 9, 2018 Board Meeting
1. APPOINTMENTS (Continued)
CERTIFICATED
Type Name Status Assignment Location Effective Date (s) New Hire Katz, Dana Prob Tch-Resource Spec K/12 Special Ed – Kenneth 08/14/18 New Hire Kenyon, Eric Temp Teacher Grade 9/12 Rio Americano 08/14/18 06/12/19 New Hire Kettela, Karen Temp Tch-English Lang Develop Mira Loma 08/14/18 06/12/19 New Hire King, Stephanie Prob Teacher Grade 7/8 Arden 08/14/18 New Hire Klippel, Kim Temp Teacher Grade 5 Whitney 08/14/18 06/12/19 New Hire Knowles, Geneva Temp Counselor K/6 Greer 09/18/18 11/23/18 New Hire Komperda, Joanna Prob Lang/Speech/Hear Spec Special Ed – Kenneth 08/14/18 New Hire Kopecky, Kraig Prob Teacher Grade 7/8 Churchill 08/14/18 New Hire Lagasca, Carissa Prob Teacher Grade 3 Del Paso 08/14/18 New Hire Lakey, Tricia Temp Tch-Site Resource-Elem Coyle 08/14/18 10/09/18 New Hire Lal, Arun Prob Teacher Grade 6/12 Encina 08/14/18 New Hire Larsen, Kristoffer Prob Teacher Grade 9/12 Casa Roble 08/14/18 New Hire Larson, Melanie Temp Counselor K/6 LSC Region 2 @ Barrett 08/14/18 06/12/19 New Hire Lewis, Sara Prob Teacher Elem K/8 Dyer-Kelly 08/14/18 New Hire Lewis, Kristin Prob Tch-Resource Spec K/12 Howe Avenue 08/14/18 New Hire Lusson, Kathleen Temp Teacher Grade 2 Edison 08/14/18 06/12/19 New Hire Macpherson, Kenneth Temp Tch-Voc Educ/ROP 9/12 Will Rogers 08/14/18 06/12/19 New Hire Magedman, Jacquelyn Temp Teacher Grade 9/12 Del Campo 08/14/18 06/12/19 New Hire Mann, Jasmit Temp Counselor 9/12 Mira Loma 08/14/18 06/12/19 New Hire Marmorstein, Marc Temp Tch-Trav Elem Clsrm-Music Teaching and Learning 08/14/18 06/12/19 New Hire Martin, Brandy Prob Tch-Resource Spec K/12 El Camino 08/14/18 New Hire Martinez, Silvia Temp Tch-Dual Lang Immer TK-3 Edison 08/14/18 06/12/19 New Hire Martinez, Taylor Temp Teacher Grade 9/12 Mira Loma 08/14/18 06/12/19 New Hire Mc Curley, Joseph Temp Teacher Grade 7/8 Starr King 08/14/18 06/12/19 New Hire McHargue, Meredith Temp Teacher Grade 1 Sierra Oaks 08/14/18 06/12/19 New Hire McKinnon, Christopher Prob Teacher Grade 9/12 Mesa Verde 08/14/18 New Hire McQuoid, Victoria Temp Teacher Grade 7/8 Sierra Oaks 08/14/18 06/12/19 New Hire Meyer-Johanson, Janeen Temp Tch-Home/Hospital Home/Hospital – Kenneth 08/14/18 06/12/19 New Hire Mohebali, Elmira Temp Teacher Elem K/8 Starr King 09/11/18 06/12/19 New Hire Monaghan, Patricia Temp Tch-English Lang Develop Sierra Oaks 08/30/18 06/12/19 New Hire Mortensen, Melinda Prob Tch-Severely Hndcp Legette 08/14/18 New Hire Muir, Meagan Temp Tch-Emotionally Dstbd Carmichael 08/14/18 06/12/19 New Hire Nacarelli, Elle Prob Teacher Elem K/8 Dyer-Kelly 08/14/18 New Hire Nava, Carley Prob Teacher Grade 9/12 Rio Americano 08/14/18 New Hire Navarro, Erika Temp School Social Worker LSC Region 3 @ Arlington 08/14/18 06/29/19 New Hire Nelson, Hannah Prob Teacher Elem K/8 Dyer-Kelly 08/14/18 New Hire Penney, Ashley Prob Tch-English Lang Develop Greer 08/14/18 New Hire Pon, Michelle Prob Teacher Grade 3 Cameron Ranch 08/14/18 New Hire Puckett, Rachelle Temp Teacher Grade 7/8 Barrett 08/14/18 06/12/19 New Hire Radutiu, Morgan Prob Teacher Grade 2 Greer 08/14/18 New Hire Ramos, Rosa Temp Teacher Grade 9/12 Rio Americano 08/14/18 06/12/19 New Hire Raya, Sonya Temp Tch-Emotionally Dstbd Twin Lakes 08/14/18 06/12/19 New Hire Rice, David Temp Teacher Grade 6/12 Encina 09/04/18 06/12/19 New Hire Romo Diaz, Liliya Prob Teacher Grade 9/12 Rio Americano 08/14/18 New Hire Sanchez, Alexander Prob Teacher Grade 3 Howe Avenue 08/14/18 New Hire Santin, Heather Temp Tch-Resource Spec K/12 Bella Vista 08/14/18 06/12/19 New Hire Santora, Sean Temp Teacher Grade 5 Northridge 08/14/18 06/12/19 New Hire Santos, Allison Temp Teacher Kindergarten Starr King 08/15/18 06/12/19 New Hire Schaefer, Alane Prob Teacher Grade 9/12 Del Campo 08/14/18 New Hire Schneider, Scott Temp Tch-Voc Educ/ROP 9/12 Del Campo 08/14/18 06/12/19 New Hire Segoviano, Ana Prob Teacher Grade 9/12 Mesa Verde 08/14/18 New Hire Shirey, Christopher Prob Counselor – Special Prog Student Support Services 07/31/18 New Hire Shoblom, Ashlyn Temp Teacher Grade 9/12 Del Campo 08/14/18 06/12/19 New Hire Smith, Tony Temp Tch-Trav Elem Clsrm-PE Teaching and Learning 08/14/18 06/12/19 New Hire Stone, Jennifer Temp Teacher Grade 2 Pasadena 08/14/18 06/12/19 New Hire Storrs, Jessie Temp Librarian 9/12 Encina 08/14/18 06/12/19 New Hire Swanson, Danya Temp Tch-English Lang Develop Dyer-Kelly 08/14/18 06/12/19 New Hire Tacdol, Alexia Temp Tch-Trav Elem Clsrm-Music Teaching and Learning 08/14/18 06/12/19 New Hire Tagore-Barnett, Andrea Prob Tch-Resource Spec K/12 Mesa Verde 08/14/18 New Hire Tamplin, Aurelija Prob Tch-Trav Elem Clsrm-Other Teaching and Learning 08/14/18 New Hire Taylor, Marissa Prob Teacher Grade 9/12 Mesa Verde 08/14/18 New Hire Theodule, Stephanie Temp Teacher Grade 9/12 Mira Loma 08/14/18 06/12/19 New Hire Tompkins, Anwyn Temp Teacher Grade 7/8 Arden 08/14/18 06/12/19 New Hire Tran, Tina Prob Teacher Elem K/8 Dyer-Kelly 08/14/18 New Hire Tremewan, Kristen Temp Teacher Grade 1 Carmichael 08/14/18 06/12/19 New Hire Truitt, Lydia Temp Teacher Kindergarten Dewey 08/14/18 06/12/19 New Hire Vahl, Melody Temp School Nurse Health Services 08/14/18 06/12/19 New Hire Walberg, Stefanie Prob Tch-Resource Spec K/12 Kingswood 08/14/18 New Hire Walker, Jacqueline Prob Teacher Grade 3 Starr King 08/14/18 New Hire Walker Katheryne Prob Teacher Kindergarten Cameron Ranch 08/14/18 2 Agenda for the October 9, 2018 Board Meeting
1. APPOINTMENTS (Continued)
CERTIFICATED
Type Name Status Assignment Location Effective Date (s) New Hire Walsh, Margaret Prob Teacher Grade 3 Thomas Kelly 08/14/18 New Hire Wurtzer, Angel Prob Teacher Kindergarten Northridge 08/14/18 New Hire Yamanaka, Bethany Temp School Social Worker LSC Region 2 @ Barrett 07/30/18 06/29/19 New Hire Yoha, Richard Temp Teacher Grade 9/12 Rio Americano 08/14/18 06/12/19 New Hire Young, Lesa Temp Teacher Grade 9/12 Del Campo 08/14/18 06/12/19
Rehire Baddley, Leslie Temp Teacher Grade 4 Skycrest 09/24/18 12/21/18 Rehire Moore, Edward Perm Teacher Grade 9/12 Bella Vista 08/14/18
CLASSIFIED
Type Name Status Assignment Location Effective Date (s) New Hire Al Khafaji, Doaa Prob Non-Instruct Support Aide Encina ECE 08/27/18 New Hire Aldeewan, Iman Prob Instructional Assistant I Whitney 09/20/18 New Hire Atkinson-Rodgers, Prob Bus Driver Transportation 09/07/18 Natasha New Hire Bhutani, Ashwarya Prob Instructional Assistant I Cottage 09/05/18 New Hire Blakely, Jessica Prob School Playground Rec Aide Pasadena 09/13/18 New Hire Carter, Tiffany Prob Instructional Assistant II Cambridge Heights 09/12/18 New Hire Guzman, Alexandria Prob Instructional Assistant III La Vista 09/11/18 New Hire Hall, Nicolette Prob Instructional Assistant II Carriage 09/17/18 New Hire Ismail, Fatin Prob Child Develop Assistant – SA Del Dayo ECE 09/10/18 New Hire Jan, Diba Prob Admission/Fam Srvcs Tech Early Childhood Education 09/24/18 New Hire Jenkin, Stacy Prob Campus Monitor Pasteur 09/24/18 New Hire Martinez, Andrea Prob Family Advocate Whit e House Counseling 09/24/18 New Hire Mendoza, Teresa Prob Instructional Assistant II Dyer-Kelly 09/05/18 New Hire Meyer, Lori Prob Elem School Secretary Sierra Oaks 09/17/18 New Hire Paul, Elaine Prob Instructional Assistant II Casa Roble 09/11/18 New Hire Reinking, Kimberly Prob Nutrition Services Worker I Green Oaks 09/20/18 New Hire Rice, Kimber Prob Parent/Fam Spprt Advocate Community Relations 09/04/18 New Hire Scheeler, Melissa Prob Instructional Assistant III Barrett 09/11/18 New Hire Sohl, Marythony Prob Admin Assistant Community Relations 09/18/18 New Hire Westlake, Haley Prob Mid Schl Media/Library Tech Barrett 09/24/18
Rehire Arguello, Amy Prob Family Advocate White House Counseling 09/18/18 Rehire Domingo, Adrienne Prob Bus Driver Transportation 09/14/18
2. LEAVES OF ABSENCE
MANAGEMENT
Type Name Status Assignment Location Effective Date (s) Unpaid Jacome, Grandelita Perm Psychologist Psych Services – Kenneth 09/10/18 03/05/19
3. SEPARATIONS
CERTIFICATED
Type Name Status Assignment Location Effective Date (s) Resignation Eystad, Amie Prob Pre-school Teacher Early Childhood Education 09/14/18
CLASSIFIED
Type Name Status Assignment Location Effective Date (s) Resignation Escobar, Elizabeth Prob Instructional Assistant II Del Campo 08/17/18 Resignation Glatz, Bethany Prob Instructional Assistant I Mariemont 06/05/18 Resignation Read, Mary Prob Instructional Assistant III La Vista 06/05/18
Suspension CL 456 Perm Bus Driver Transportation 10/10/18
Dismissal CL 457 Perm Instructional Assistant III Teaching and Learning 09/05/18
3 SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: E-2 BOARD OF EDUCATION MEETING DATE: 10/09/2018
APPROVED: Kent Stephens Purchasing Contracts Report The following reports are submitted for board approval/ratification:
Inc Page # Purchase Orders & Service Agreements 1 Change Orders 2 Construction & Public Works Bids 3 Piggyback Contracts 4 Zero Dollar Contract NA Bids/RFPs NA Other NA ERRATA NA Purchasing Contracts Board Report Purchase Orders, Service Agreements, and Awards
September 13, 2018 - September 26, 2018
PO# Date Vendor Name Amount $ Site/Department
902809 9/19/2018 Frontier Communications $ 116,568.27 0423-Technology Services
903009 9/26/2018 McGraw-Hill Education $ 154,971.39 0402-Professional Learning & Innovation
Business Support Services 1 9/27/2018 Purchasing Contracts Board Report Change Orders/Amendments for Items $90,200
September 13, 2018 - September 26, 2018
Change Orders Previous Current C/O for Original PO New Contract PO# Date Vendor Name Approved C/O Approval Responsibility Amount $ Amount $ Totals $ Amount $ ------
Contract/Consultant Change Orders Previous Current C/O for Original PO New Contract PO# Date Vendor Name Approved C/O Approval Responsibility Amount $ Amount $ Totals $ Amount $ 805668 09/10/18 Perkins Electric $ 399,000.00 $ 630.00 $ 5,800.00 $ 405,430. 00 216 - Facilities
Contract Amendments Previous Current C/O for Original PO New Contract PO# Date Vendor Name Approved C/O Approval Responsibility Amount $ Amount $ Totals $ Amount $
2 Business Support Services 9/26/2018 Purchasing Contracts Board Report Construction and Public Works Bids and Contracts
September 13, 2018 - September 26, 2018
Upon evaluation of the bids/contracts staff has awarded the following in accordance with all legal guidelines.
Fund Date PO# Bid # Vendor Name Description Amount $ Responsibility
24 09/24/18 902871 N/A T. Wilson Inspection Services Inspection services for Greer Full Site Renovation 121-9332-N1 $ 90,880.00 216 - Facilities
3 Business Support Services 9/26/2018 Purchasing Contracts Board Report Board Pre-Approval Piggyback Contracts
September 13, 2018 - September 26, 2018
Staff has determined that purchasing through contracts issued by various state agencies within the State of California will save administrative time and expense, provide favorable pricing, and will be in the best interests of the district. District staff is requesting the Board of Education's authorization to piggyback on the approved bids in accordance with Public Contract Code Section 20118.
Fund Date PO# Piggyback # Vendor Name Description
N/A 11/6/2014 - N/A Citywide Janitorial Supplies B15061511002 Council ABE Janitorial Supply Company Janitorial Supplies 11/5/19 File ID#: 2018-01040 N/A 8/31/2018 - N/A This CMAS 4-18-00-00858 Mr. David Dembowitz Provides for the purchase, warranty, and installation of floor covering 02/16/2020 Mohawk Commercial, Inc. products. 01 11/01/2017 - N/A San Diego Unified School District 12990 (CCN 62708) Apple Inc. Apple Inc. Products 10/31/2020
4 Business Support Services 9/27/2018 SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: E-3 BOARD OF EDUCATION MEETING DATE: 10/09/2018 APPROVED: Kent Stephens Business and Financial Report The following reports are submitted for board approval/ratification:
Inc Page # Easements/Leases Notices of Completion 1 Quarterly Investment Report Warrants & Payroll Budget Revisions E-Rate ERRATA Notices of Completion - Board of Education
DATE OF DATE CONTRACTOR PROJECT ACCEPTANCE RECORDED
PO#808771 Furnish all labor, materials, equipment, tools and incidentals to build a wall to divide a classroom into two classrooms in two (2) different buildings for a total of 2 walls, including receptacles Kiz Construction 8/16/2018 8/29/2018 and data drops, vinyl tack board and rubber base at Rio Americano HS, 4540 American River Drive, Sacramento, CA 95864 Vendor: Kiz Construction
PO#807807 Furnish all labor, materials, equipment, tools and incidentals to install and upgrade exterior Efficient Lighting Designs, Inc. lighting at Winston Churchill MS 4900 Whitney Ave. 8/27/2018 9/4/2018 Carmichael, CA 95608 Vendor: Efficient Lighting Designs, Inc.
PO#807807 Furnish all labor, materials, equipment, tools and incidentals to install and upgrade exterior Efficient Lighting Designs, Inc. lighting at Ralph Richardson 4848 Cottage Way 8/27/2018 9/4/2018 Carmichael, CA 95608 Vendor: Efficient Lighting Designs, Inc.
PO#807807 Furnish all labor, materials, equipment, tools and incidentals to install and upgrade exterior Efficient Lighting Designs, Inc. lighting at Starr King 4848 Cottage Way Carmichael, 8/27/2018 9/4/2018 CA 95608 Vendor: Efficient Lighting Designs, Inc.
PO#807807 Furnish all labor, materials, equipment, tools and incidentals to install and upgrade exterior Efficient Lighting Designs, Inc. lighting at Green Oaks Elementary School 7145 8/27/2018 9/4/2018 Filbert Avenue Orangevale, CA 95662 Vendor: Efficient Lighting Designs, Inc.
PO#807807 Furnish all labor, materials, equipment, tools and incidentals and transportation to install and Efficient Lighting Designs, Inc. upgrade exterior lighting at Will Rogers Middle School 9/10/2018 9/14/2018 4924 Dewey Drive, Fair Oaks, CA 95628 Vendor: Efficient Lighting Designs, Inc.
PO#807807 Furnish all labor, materials, equipment, tools and incidentals and transportation to install and Efficient Lighting Designs, Inc. upgrade exterior lighting at Arden Middle School 9/10/2018 9/14/2018 1640 Watt Avenue, Sacramento, CA 95864 Vendor: Efficient Lighting Designs, Inc.
1 SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: _ E-5___ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Surplus Property CHECK ONE: For Discussion: For Action: Report: DEPARTMENT: Business Support Services Workshop: Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending that the board approve the disposal of surplus property pursuant to Board Policy 3270.
RATIONALE/BACKGROUND: The Governing Board recognizes that the district may own personal property which is unusable, obsolete, or no longer needed by the district. The superintendent or designee shall arrange for the sale or disposal of district personal property in accordance with board policy and the requirements or state law.
The superintendent or designee shall identify to the board all items not needed by the district together with their estimated value and a recommended disposition.
ATTACHMENT: A: Surplus property list
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 10/01/2018
FISCAL IMPACT: LCAP/STRATEGIC PLAN: Current Budget: $ N/A Goal: N/A Focus: N/A Additional Budget: $ N/A Action: N/A Funding Source: N/A (Unrestricted Base, Supplemental, other restricted, etc.) Strategic Plan: N/A Current Year Only On-going
PREPARED BY: Dina Geiss, Director, Business Support Services Kent Stephens, Deputy Superintendent
APPROVED BY: Kent Kern, Superintendent of Schools Board of Education Agenda Item Surplus Property
The following District property is unusable, obsolete, or no longer needed. The items are to be disposed of by sale, recycled, donated, or discarded as required by Board Policy 3270 Education Code §17545 and §17546.
Surplus Property Location/Site Make Model Description Serial # Disposition
site selection/warehouse storage as Kingswood 1 lot of surplus furniture surplus furniture/ disposal Central Enrollment 5 flat screen computer monitors e-waste Lichen 4 boxes of miscellaneous tech equipment e-waste Pershing Apple Macbook a lot of old computers e-waste
site selection/warehouse storage as Sierra Oaks 1 lot of surplus furniture surplus furniture/ disposal EL & Multicultural Copystar CS-3035 document handler disposition Gold River laminator, two large TVs, small electrical cart disposition Churchill 1 lot of miscellaneous tech equipment e-waste
site selection/warehouse storage as Greer (re-submission) surplus furniture/ disposal
site selection/warehouse storage as Dyer Kelly (re-submission) surplus furniture/ disposal
1 Winston Churchill
Location/Site Make Model Description Serial # Disposition Churchill Apple Macbook computer 600000402 E-Waste Churchill Fundi DVD player 627368536 E-Waste Churchill Apple keyboard E-Waste Churchill Apple Macbook computer 800008116 E-Waste Churchill Apple Macbook computer 800008982 E-Waste Churchill Apple Macbook E-Waste Churchill Apple Macbook E-Waste Churchill Apple Macbook 60001454 E-Waste Churchill Apple Macbook 800008958 E-Waste Churchill Apple Macbook E-Waste Churchill HP 1200 series lasserjet 20176362 E-Waste Churchill Brother MFC printer 45290582F E-Waste Churchill AJC overhead 18148900 E-Waste Churchill HP office jet 5740 printer E-Waste
2 Lichen
Location/Make Model Description Serial # Disposition Lichen HP LaserJet P1505 printer SNVNBS92305N E-Waste Lichen Brother HL2270DW printer 20173444 E-Waste Lichen Brother HL2240 printer 20189808 E-Waste Lichen HP Deskjet 5550 printer MY2B11N04X E-Waste Lichen Apple MacBook laptop 20173020 E-Waste Lichen Apple MacBook laptop W872158JYA5 E-Waste Lichen HP tower-desktop 20189980 E-Waste Lichen NEC projector 20173377 E-Waste Lichen NEC projector VT4918401077EH E-Waste Lichen EPSON projector F38G552136F E-Waste Lichen HP Compaq: A1751g monitor CNC228PF0D E-Waste Lichen HP HP1740 monitor CNC64811GB E-Waste Lichen DELL monitor CN0C3319728726B508Yu E-Waste Lichen HP Compaq: A1751g monitor CNC942QddQ E-Waste Lichen ELMO 20173462 E-Waste Lichen ELMO 20173434 E-Waste Lichen ELMO 20173452 E-Waste Lichen speakers 63450SHUS0094548 E-Waste Lichen Fujitsu ScanSnap 6767 E-Waste Lichen Fujitsu ScanSnap 140934 E-Waste
3 SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: _ E-6___ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: CEQA Notices of Exemption CHECK ONE: Replacement of the Administration Building and For Discussion: Library and Modification of Building A at For Action: Casa Roble Fundamental High School Report: Workshop: DEPARTMENT: Facilities Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending the board approve California Environmental Quality Act (CEQA) Notices of Exemption for the replacement of the administration building and library and modernization of building A at Casa Roble Fundamental High School.
RATIONALE/BACKGROUND: The replacement of the administration building and library is exempt from CEQA under State CEQA Guidelines Section 15301 (Class 1, Existing Facilities), Section 15302 (Class 2, Replacement or Reconstruction), Section 15304 (Class 4, Minor Alterations to Land), and Section 15314 (Class 14, Minor Additions to schools).
The modernization of building A project is exempt from CEQA under State CEQA Guidelines Section 15301 (Class 1, Existing Facilities), Section 15302 (Class 2, Replacement or Reconstruction), and Section 15314 (Class 14, Minor Additions to Schools).
These projects meet all of the criteria of the claimed exemptions and none of the potential exceptions to the use of categorical exemptions in State CEQA Guidelines section 15300.2, as detailed in the attached Notices of Exemption.
ATTACHMENTS: A: CEQA Notice of Exemption – administration building and library replacement project B: CEQA Notice of Exemption – building A modernization project
BOARD COMMITTEE ACTION/COMMENT: N/A
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 10/01/2018
FISCAL IMPACT: LCAP/STRATEGIC PLAN: Current Budget: $ N/A Goal: __ Focus: Additional Budget: $ Action: ______Funding Source: (Unrestricted Base, Supplemental, other restricted, etc.) Strategic Plan: ______Current Year Only On-going
PREPARED BY: Brett Mitchell, Director, Facilities, Construction & Modernization
APPROVED BY: Frank Camarda, Assistant Superintendent, Operations, Facilities, and Transportation Kent Kern, Superintendent of Schools
Attachment A
SAN JUAN UNIFIED SCHOOL DISTRICT NOTICE OF EXEMPTION, CALIFORNIA ENVIRONMENTAL QUALITY ACT
To: Office of Planning and Research Sacramento County Clerk/Recorder 1400 Tenth Street, Room 100 600 8th Street Sacramento, CA 95814 Sacramento, CA 95814
Project Title: Casa Roble Fundamental High School Administration Building and Library Replacement Project
Project Address: 9151 Oak Avenue
Project Location: Orangevale, CA County of: Sacramento
Project Description: The project consists of demolishing the existing 9,000-square-foot (sf) administration building and 7,000-sf library/counseling center building, which will be replaced by a 1-story, approximately 17,000-sf structure that will house both the student union and administration programs under one roof. The two spaces will be separated by a covered lobby corridor that creates pedestrian access across the building and through the campus. The project also includes improvements to the existing outdoor student quadrangle, including new shade structures, seating, planters, and landscaping; a new outdoor stage with a shade structure and raised seating, and a small storage building integrated to form the back of the stage area; and modifications to the existing retaining walls. The project will include site and building accessibility improvements, as required by the Division of the State Architect (DSA). Underground utility improvements and upgrades will be performed, as needed. Temporary portable classrooms may be used on an interim basis during construction.
Name of Person or Agency Carrying Out Project: San Juan Unified School District
Name of Public Agency Approving Project: San Juan Unified School District
Exempt Status: (check one)
_____ Ministerial Project (Section 21080[b][1]; 15268) __X__ Categorically Exempt (Sections 15301, 15302, 15304, and 15314) _____ Declared Emergency (Section 21080[b][3]; 15269[a]) _____ Emergency Project (Section 21080[b][4]; 15269[b][c]) _____ Statutory Exemption (Public Resources Code Section 21080.35) _____ The project clearly will not have a significant effect on the environment (15061[b][3])
Reasons why project is exempt: CEQA Guidelines Sections 15300–15332 include a list of classes of projects that have been determined not to have a significant effect on the environment and that are categorically exempt from the provisions of CEQA.
1 Attachment A
NOTICE OF EXEMPTION, CALIFORNIA ENVIRONMENTAL QUALITY ACT Casa Roble Fundamental High School Administration Building and Library Replacement Project
The project is exempt under the following sections of the CEQA Guidelines: 15301 (Class 1– Existing Facilities); 15302 (Class 2–Replacement or Reconstruction); 15304 (Class 4–Minor Alterations to Land); and 15314 (Class 14–Minor Additions to Schools). The project meets the conditions for the categorical exemptions described in these sections of the CEQA Guidelines, as explained below.
(1) The structures to be demolished and replaced are of a similar size and will serve the same purpose.
The project would demolish the existing 9,000 square-foot administration and 7,000 square-foot library/counseling center buildings, which will be replaced by a 1-story, approximately 17,000 square-foot structure that will house both the student union and administration programs under one roof. The new structure will be located on the same site (Casa Roble High School campus) as the structures replaced and will have substantially the same purpose and capacity as the structure replaced (educational). Utilities to serve the new structure will be provided from existing utility connections and will be served by the same utility providers; minor upgrades will be performed, as necessary.
(2) The project entails only minor alterations to land.
Project-related grading would occur on slopes less than 10 percent and would not take place in or near a wetland, officially designated scenic area, or severe geologic hazard area. The project includes new landscaping that would be water-efficient and also includes shade trees.
(3) The project will not increase student capacity by more than 25% or 10 classrooms.
The project does not include expansion of the number of students enrolled at the campus. Temporary portable classrooms may be used on an interim basis, but will be removed at the conclusion of project-related construction activities. Exceptions to the Exemptions Potential exceptions to the use of a categorical exemption are found in CEQA Guidelines Section 15300.2. The District has determined that the project is not subject to any of these exceptions for the reasons discussed below. (a) Location. Classes 3, 4, 5, 6, and 11 are qualified by consideration of where the project is to be located – a project that is ordinarily insignificant in its impact on the environment may in a particularly sensitive environment be significant. Therefore, these classes are considered to apply all instances, except where the project may impact on an environmental resource of hazardous or critical concern where designated, precisely mapped, and officially adopted pursuant to law by federal, state, or local agencies. Project-related construction would be confined to the existing Casa Roble High School campus, which does not contain any habitat for special-status species. Work would not be performed in or adjacent to a wetland. There are no issues related to hazardous materials (see [e] below for additional details), geology, seismicity, or flooding. Demolition of the existing buildings and the proposed new building, outdoor stage, and landscaping would not affect any designated scenic resource, and would result in an overall improvement to the scenic quality of the school campus. Project-related activities would entail the use and temporary storage of small amounts of hazardous substances necessary for the operation of construction equipment, such as fuels,
2
2 Attachment A
NOTICE OF EXEMPTION, CALIFORNIA ENVIRONMENTAL QUALITY ACT Casa Roble Fundamental High School Administration Building and Library Replacement Project lubricants, and oils, as well as small amounts of substances used to construct the school building, such as paint and solvents. All materials will be required to be used and stored in compliance with local, State, and federal ordinances, laws, regulations and policies related to hazardous materials. None of the substances would be acutely hazardous.
(b) Cumulative Impact. All exemptions for these classes are inapplicable when the cumulative impact of successive projects of the same type in the same place, over time, is significant. Improvements at the Casa Roble Fundamental High School in the District’s Master Plan are focused on improvements to the existing condition of facilities, and repurposing and modernizing classrooms and other facilities. The project would not contribute to any cumulative environmental impacts in the surrounding area due to the small size of the project and the lack of significant environmental impacts. (c) Significant Effect. A categorical exemption shall not be used for an activity where there is a reasonable possibility that the activity will have a significant effect on the environment due to unusual circumstances. There are no unusual circumstances at the project site or part of project operations that would result in significant effects on the environment. The project site is currently developed with an existing high school facility and would continue to be used as a high school. The project would be constructed within the existing school campus. There are no sensitive natural resources, hazardous materials sites, areas of severe geologic constraints, cultural or tribal resources, agriculture or forestry resources, or designated scenic resources on this existing developed school site that would be affected by the project. The project site is already served by existing water, sewer, and electrical utilities, and only minor upgrades would be implemented as necessary to ensure the quality of long-term service for the new facilities. The existing on-site storm drain system would continue to be used. The proposed construction effort is not large enough to result in significant short-term air quality, greenhouse gas, or traffic impacts. The project would implement Sacramento Metropolitan Air Quality Management District Basic Construction Emission Control Practices during construction, which include watering of exposed surfaces for dust control, minimizing idling time to 5 minutes, and covering all exposed surfaces.
Environmental Noise No roads would be closed during construction, and equipment would be parked on the project site. Project-related construction activities would comply with the Sacramento County Noise Ordinance (Sacramento County Code Chapter 6.68), which limits construction-generated noise to the daytime hours. In terms of operational noise, the new outdoor stage will replace an existing outdoor stage in the interior of the campus. Therefore, the proposed stage does not represent a new noise source. The nearest sensitive receptor is a residence located approximately 350 feet west of the existing and the proposed new stage. Residences on the south side of Oak Avenue are approximately 400 feet from the existing and the proposed new stage. Residences to the east and north are located approximately 100 feet and 130 feet, respectively, from the outdoor track and field stadium and the baseball fields. These residences are exposed to intermittent noise from school sports activities. The sensitive receptor closest the proposed improvement is approximately 350 feet west of the existing and the proposed new stage. SJUSD commissioned ambient noise measurements at the western and southern boundary of the school property to better understand existing noise
3
3 Attachment A
NOTICE OF EXEMPTION, CALIFORNIA ENVIRONMENTAL QUALITY ACT Casa Roble Fundamental High School Administration Building and Library Replacement Project conditions with and without use of the existing public address (PA) system (see Attachment 2). At the western edge of the property, the noise levels measured without operation of the existing public address (PA) system were higher than levels measured when the PA system was in use. Average noise levels at the western edge of the property were relatively low – between 51 and 52 decibels. The new stage will have a PA system. However, the school already has a PA system with outdoor speakers mounted on the exterior corners of classroom buildings throughout the campus. Music is broadcast over these speakers between classes while school is in session. The PA system at the new stage will not be used for concerts or other relatively loud events, but for student assemblies and related events. Furthermore, the new stage will not be used at night, during the more noise-sensitive evening hours. The existing stage is open to the central campus commons area. However, the new stage will be covered, will have a rectangular storage building serving as the back of the stage area, and will be surrounded on all sides by classroom buildings. These barriers will reduce noise levels experienced at noise-sensitive uses in the vicinity.
Summary Because the project is not designed to increase the student body enrollment or increase the amount of outdoor sports playfields, project operations would result in substantially similar low levels of long-term air quality, greenhouse gas, traffic, and noise impacts that are currently generated by the existing Casa Roble High School. There are no unusual circumstances in the context or project characteristics related to these impact areas that could lead to a significant impact. (d) Scenic Highways. A categorical exemption shall not be used for a project which may result in damage to scenic resources, including but not limited to, trees, historic buildings, rock outcroppings, or similar resources, within a highway officially designated as a state scenic highway. This does not apply to improvements which are required as mitigation by an adopted negative declaration or certified EIR. The project site is not visible from any state- or locally-designated scenic highway. The closest designated scenic highways to the school site are a segment of State Route 160, which is approximately 20 miles to the southwest, and a segment of State Route 49 that is approximately 15 miles east of the campus. (e) Hazardous Waste Sites. A categorical exemption shall not be used for a project located on a site which is included on any list compiled pursuant to Section 65962.5 of the Government Code.
In 1990, two underground storage tanks were removed from the school campus. Minor soil contamination with waste oil and solvent was noted; the contaminated soil was removed and replaced with clean fill material. Groundwater was not affected, and in 1996 the Sacramento County Environmental Management Department issued a “No Further Action” letter. Because the minor soil contamination was remediated more than 20 years ago, there would be no adverse effect on the project construction workers, students and teachers, or the public or the environment. There are no open, active cases of hazardous materials contamination within or adjacent to the project site.
4
4 Attachment A
5 Attachment A
Attachment 1 Building Evaluation
6 Attachment A
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI # PRIMARY RECORD Trinomial NRHP Status Code 6Z Other Listings Review Code ______Reviewer ______Date ______
Page 1 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School P1. Other Identifier: Casa Roble Fundamental High School *P2. Location: o Not for Publication þ Unrestricted *a. County: Sacramento and (P2b and P2c or P2d. Attach a Location Map as necessary.) *b. USGS 7.5' Quad: Folsom, Calif. Date: 1980 T10N ; R7E; B.M. M.D.B.M. c. Address: 9151 Oak Avenue City: Orangevale Zip: 95662 d. UTM: Zone: ; mE/ mN e. Other Locational Data: (e.g., parcel #, directions to resource, elevation, etc., as appropriate) Elevation: Assessor Parcel Numbers (APN): 227-0131-001; 227-0131-002; 227-0131-003; 227-0131-004; 227-0121-005; 227-0131-006; 227- 0131-007 (see Sketch Map)
*P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries) This form records buildings located on the 40-acre Casa Roble Fundamental High School site: The Administration Building and Library (see Site Map). All buildings were designed by the same architect, working under School Construction Systems Development (SCSD) project parameters, and were constructed in the first building phase of the school between 1965 and 1966. Because SCSD building projects were required to use the same standardized building materials; including structural steel components, air-conditioning and heating systems, lighting and ceilings, interior partitions, and cabinets and lockers, the interior spaces of the three buildings were recorded for this form. All of the buildings on campus, except for the easternmost gym, are designed in the Mansard style which features a prominent mansard roof. The Administration Building and Library are all topped with mansard roofs with raised metal sheeting and wide metal coping along the roofline (Photograph 1). The roofs have a wide overhang and are closed with stucco cladding. (See Continuation Sheet).
*P3b. Resource Attributes: (List attributes and codes) HP15-Educational building *P4. Resources Present: þBuilding oStructure oObject oSite oDistrict oElement of District oOther (Isolates, etc.) P5b. Description of Photo: P5a. Photo or Drawing (Photo required for buildings, structures, and objects.) Photograph 1: Administration Building at center and Library in background, camera facing northeast, June 27, 2018 (AECOM). *P6. Date Constructed/Age and Sources: þHistoric oPrehistoric oBoth 1965-1967 (Building plans & newspaper articles) *P7. Owner and Address: San Juan Unified School District 3738 Walnut Avenue Carmichael, CA 95608 *P8. Recorded by: Heather Miller, AECOM 2020 L Street, Suite 400 Sacramento, CA 95811 *P9. Date Recorded: June 27, 2018 *P10. Survey Type: Intensive *P11. Report Citation: none *Attachments: oNONE þLocation Map þSketch Map þContinuation Sheet þBuilding, Structure, and Object Record oArchaeological Record oDistrict Record oLinear Feature Record oMilling Station Record oRock Art Record oArtifact Record oPhotograph Record þOther (List): Site Map
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI # BUILDING, STRUCTURE, AND OBJECT RECORD
Page 2 of 26 *NRHP Status Code 6Z *Resource Name or #: Administration Building and Library at Casa Roble Fundamental High School
B1. Historic Name: Casa Roble High School B2. Common Name: Casa Roble Fundamental High School B3. Original Use: school B4. Present Use: school *B5. Architectural Style: Mansard *B6. Construction History: (Construction date, alterations, and date of alterations) Administration Building and Library, constructed 1965-1966. Partial replacement of original SCSD cabinets in Library at unknown date. Lockers lining the exterior school buildings removed after 2000 (per personal communication with an alumnus who graduated in 2000).
*B7. Moved? þNo oYes oUnknown Date: Original Location: *B8. Related Features: B9a. Architect: Nicholas A. Tomich, A.I.A b. Builder: Harbison and Mahoney (North Highlands, CA)
*B10. Significance: Theme: Post-World War II development Area: Orangevale Period of Significance: 1965-1967 Property Type: School Applicable Criteria: none (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity.) The Administration Building and Library located on the Casa Roble High School campus nor the campus as a whole meet the criteria for listing in the California Register of Historical Resources (CRHR) and are not historical resources for the purposes of the California Environmental Quality Act (CEQA). This property has been evaluated in accordance with Section 15064.5(a)(2)-(3) of the CEQA Guidelines, using the criteria outlined in Section 5024.1 of the California Public Resources Code.
B11. Additional Resource Attributes: (List attributes and codes) *B12. References: See Continuation Sheet. B13. Remarks: *B14. Evaluator: Heather Miller and Chandra Miller, AECOM
*Date of Evaluation: June 2018
(Sketch Map with north arrow required)
(This space reserved for official comments.)
Not to Scale
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 3 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update P3a. Description: (continued) Administration Building: The Administration Building has a circular footprint and interior floorplan (Photograph 2) (Plate 2). The exterior is covered in rectangular, vertically oriented, glazed tiles in shades of blue and green (Photographs 2-4). A majority of the east side of the exterior consists of narrow, full-height, aluminum frame windows, and groups of four and five of the same windows are spaced throughout the building. Four, recessed, L-shaped narrow concrete block walls are located at each corner of the roof with square wood supports in the wall apex. Primary entry into the building is located on the south side and consists of a single aluminum frame glazed door. The door on the south side is also a single aluminum frame glazed door, but is flanked by sidelights, and the door on the west side is a single metal panel with two sidelights on its south side and three small transom windows above (Photograph 4). The interior floorplan of the building is comprised of wedge-shaped rooms around a central axis (see Plate 2). The waiting room/reception area at the south end of the building that is accessed by the primary entry has a curved wall along the north side and is lined with wood paneling that has been painted over (Photograph 5). The conference room is located along the east side of the building and is lined with the large exterior window expanse which is mimicked by a curved interior wall that is lined with five, full-height opaque windows (Photograph 6). The nurse’s office is located on the west side of the building and has two sets of original SCSD cabinetry still in place (Photograph 7). A tall, narrow cabinet with two doors is located in the east side of the room, and sink cabinets with double upper cabinets above area located in the west side of the room near the door (Photograph 8).
Photograph 2: South and east sides of Administration Building, camera facing northwest, June 27, 2018 (AECOM).
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 4 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Photograph 3: North and west sides of Administration Building, camera facing southeast, June 27, 2018 (AECOM).
Photograph 4: Detail of entry on west side and tilework, camera facing east, June 27, 2018 (AECOM).
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 5 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Photograph 5: View of waiting room/reception area from primary entry on south side, camera facing north, June 27, 218 (AECOM).
Photograph 6: View of conference room, camera facing south, June 27, 218 (AECOM).
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 6 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Photograph 7: View of nurse’s office showing original cabinets, camera facing southeast, June 27, 218 (AECOM).
Photograph 8: Detail of original cabinets in nurse’s office, camera facing south, June 27, 218 (AECOM).
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 7 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Library: The Library building is sited directly north from the Administration Building. A small landscaped courtyard is located between the Administration Building and the Library which is lined with concrete block walls (Photograph 9). The Administration Building sits on a lower grade than the rest of the campus, so the Library is accessed by stairs, and a non-original Americans with Disabilities compliant ramp.
The single-story, rectangular plan Library building houses the library as well as the Counseling Office. The metal panel entry door for the Counseling Office is centrally located on the south side and four sets of two-part aluminum frame windows fill the west half of the south side (Photograph 10). The south side is clad in smooth stucco siding, and other four sides are completely covered with the same rectangular, vertically oriented, glazed tiles in shades of blue and green used throughout campus. The west side of the building has one glazed metal panel door and four sets of two-part aluminum frame windows (Photograph 11). The only wall openings on the north side of the building are two metal panel doors, but the easternmost door is protected by a shed roof awning that projects from the roof face (Photograph 11). Entry into the Library is gained through a single metal panel door that is centrally located on the east side (Photograph 12). A panel of four narrow, full-height aluminum frame windows are located just south of the door and a second metal panel door entry into the library is located on the south end of the east side.
The interior of the Library and Counseling Office have carpet and linoleum floors; similar ceiling systems with wide metal beams, but solid instead of, perforated ceiling tiles, and recessed light panels; and none of the rooms in the Library Building have moveable walls (Photograph 13-24). The Library and Counseling Office both retain original SCDC cabinets, but a section of the lower cabinets in the Library staff work alcove has been replaced, as well as the countertop (Photograph 14 & Photograph 15).
Photograph 9: View of courtyard with Library at far left, Administration Building at far right, camera facing east, June 27, 2018 (AECOM).
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 8 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Photograph 10: West and south sides of Library showing Counseling Office entry, camera facing northeast, June 27, 2018 (AECOM).
Photograph 11: North and west side of Library, camera facing southeast, June 247, 2018 (AECOM).
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 9 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Photograph 12: North and east sides of Library showing Library entry on east side, camera facing southwest, June 27, 2018 (AECOM).
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Page 10 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Photograph 13: View inside Library, showing non-SCSD cabinets, camera facing southwest, June 27, 2018 (AECOM).
Photograph 14: Detail of original SCSD cabinets in staff work alcove in north end of Library. Note the replacement cabinets on at the lower right, camera facing northwest, June 27, 2018 (AECOM).
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 11 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Photograph 15: Detail of original SCSD cabinets in Counseling office, camera facing northeast, June 27, 2018 (AECOM).
B10. Significance: (continued) Historic Context Located along Oak Avenue near Linda Creek, the Orange Vale Land Colony was established in Orangevale in 1887. The Land Company promoted the area as a farming community as well as a bedroom community to Sacramento. The company disbanded in 1896 and other attempts at boosterism were minimally effective. After a short agricultural boom between the 1890s and the 1930s, the construction of Interstate 80 and other infrastructure improvements helped draw residents to the semi-rural city and slowly pushed development outward into former orchard and agricultural lands in the post-war years. Incredibly, the town’s population increased 625 percent between 1950 and 1960 (Sandul and Swim 2006: 7-10). The San Juan Unified School District was created in 1960 with the unification of six local school districts. Casa Roble was the fifth new high school built for the district after Mira Loma (1960), Bella Vista (1961), Del Campo (1963), and Rio Americano (1964). Architectural plans for the campus sited on 40 acres were prepared by Sacramento area-based architect Nicholas Tomich in 1965 (Plate 1) and the school was built in two phases with construction of the first phase beginning in 1965 (Plate 2) and the second phase in 1967 (Plate 3) to serve 2,000 students. The Administration Building and Library were constructed during the first phase as well as the Cafeteria & Multi-Use Building, Buildings B & C, Girls Gym, and Girls Locker Room. Unlike the previous campuses, the school district decided to build the Casa Roble High School using Stanford University’s School Construction System Development program (San Juan Unified School District 2018; DLR Group 2014: passim; Sacramento Bee 1965 Oct 26; Sacramento Bee 1966 Oct 18).
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Page 12 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Plate 1: Conceptual architectural rendering showing completed Phases 1 & 2 of Casa Roble High School. Note the original round design of Administration Building that was never built and the Library roof is taller than what was built. Also the tall building behind the Library was never built, and the eastern gym building does not have a mansard roof Notes added by AECOM (Provided by Casa Roble Fundamental High School).
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 13 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Plate 2: 1965 drawing of Phase 1 of Casa Roble High School at center. Future location of Phase 2 buildings are shown as black outlined white boxes on left and right. (Nicholas A Tomich 1965 Jul 22).
Plate 3: 1971 aerial of completed Casa Roble High School. Note the square Administration Building (UCSB 1971).
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 14 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update School Construction System Development (SCSD) project The San Juan Unified School District approved plans for the first phase of construction of Casa Roble High School in 1965. The school was the fourth of 12 schools in the state built between 1965 and 1968 using Stanford University’s cost-saving and flexible school building program called the School Construction System Development (SCSD) project. The cost-saving aspect was achieved by providing standardized, but flexible building systems with building materials and components produced by manufactures specifically these school designs. These standardized building materials included structural steel components (Plate 4 & Plate 5), air-conditioning and heating systems, lighting and ceilings, interior moveable partitions and folding walls (Error! Reference source not found.-8), and cabinets and lockers (Plate 9 & Plate 10). The manufacturers were then asked to bid on supply and installation of the materials and building systems, which reduced the cost to the schools to less than conventional construction. The flexibility aspect was achieved by designing floor plans and interiors using four modes of flexibility--spatial variety, immediate change, long-range changeability, and expansion. Focus was placed on interiors that could be rearranged and enlarged depending on need and use. This was achieved through the use of moveable interior partitions and folding walls, and moveable cabinets with interchangeable doors, drawers, and shelves which were seen as necessary tools to accommodate classrooms for the growing baby-boomer population of children in secondary schools. Even though each school was required to use the same structural steel components, air-conditioning and heating systems, interior partitions, cabinets and lockers, architects chosen by the school districts designed the layout, individual floor plans, interiors, and the exterior appearance of each school was determined by the architects chosen by the school districts (Nicholas A Tomich 1965 Jul 22; Sacramento Bee 1966 Oct 18; Educational Facilities Laboratories 1967: 9-10, 13, 36-37).
Plate 4: Structural steel diagram for portion of Casa Roble Plate 5: View of structural steel in mansard roof during High School. (Provided by Casa Roble Fundamental High construction (Casa Roble High School 1967: front School). matter).
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Page 15 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Plate 6: Photograph showing original accordion-style foldable walls Plate 7: Photograph showing (Casa Roble High School 1971: 62). original accordion-style foldable walls (Casa Roble High School 1968: 25).
Plate 8: One of only two remaining moveable, folding walls in the entire campus, located in Building F, between Classrooms F7 & F6. These doors most likely replaced the original accordion-style folding walls in the 1980s or 1990s. Camera facing west, June 27, 2018 (AECOM).
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 16 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Plate 9: Example of original SCDC cabinet and shelving, located in Building E, Classroom E8a, June 27, 2018 (AECOM).
Plate 10: 1967 photograph showing lockers lining the exterior school buildings and are protected by the deep roof overhang. Lockers removed after 2000(Casa Roble High School 1967: n.p.)
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Page 17 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update Nicholas A. Tomich Local architect Nicholas A. Tomich designed the first and second phases Casa Roble High School in 1965. Born in Orangevale in 1912, Tomich received a certificate in architecture at Sacramento City College in 1931. After graduating, he took a job as an office boy at the firm of prominent Sacramento architect Charles F. Dean, who created a prolific portfolio of local school and church designs. Six years after starting at Charles F. Dean, Tomich was promoted to chief draftsman, a position he held from 1937 to 1942. He was promoted to Junior Partner in 1945, the same year he was awarded status in the American Institute of Architects (AIA), and became a partner in 1955. A year after making partner, Charles F. Dean died and Tomich and another partner at the firm, Ivan C. Satterlee decided to continue Dean’s firm under the new name of Satterlee and Tomich in 1957. Like Dean, Satterlee and Tomich’s portfolio consisted primarily of churches and schools. The firm previously designed another high school for the San Juan Unified School District in 1959, Bella Vista High School, located in Fair Oaks. The design utilized “a Central American style influence by the Mayan culture” and was completed in 1962 (Nicholas A Tomich 1965 Jul 22; Educational Facilities Laboratories 1967: 90; Sacramento Bee 1956 July 2; American Institute of Architects 1970: 923; American Institute of Architects 1962: 708; Sacramento Bee 1957 Jul 20; Sacramento Bee 1962 Nov 9).
Tomich was already using “flexible” school designs before his selection as the architect on the SCSD Casa Roble High School in 1965. Tomich’s firm secured the design of Luther Burbank High School in Sacramento in 1960, which he noted as one of his principal works in the 1970 edition of the American Institute of Architects directory. Before the school opened in 1962, a newspaper article reported that the school had large “flexible” classrooms that could be turned into smaller spaces with folding partitions. At the time, the adaptable classroom was lauded as “one of the most important trends in modern school construction throughout the country,” (Sacramento Bee 1960 Sep 20; American Institute of Architects 1970: 923; Sacramento Bee 1962 Apr 17).
Another one of Tomich’s principal designs was the 1965 design for the auditorium for Hiram Johnson High School in Sacramento, which was completed in 1968. Tomich worked on the school’s initial design while working for Charles F. Dean, and it was and approved just before Dean’s death in 1956 (American Institute of Architects 1970: 923; Sacramento Bee 1965 May 4; Sacramento Bee 1968 May 19; Sacramento Bee 1968 May 19; Sacramento Bee 1956 July 2).
Tomich continued to work into the 1980s designing schools and churches. His last firm which he formed in 1973 with a former employee, Henry F. Lee to form Tomich and Yee, Architects and Planners, Inc. designed the Trajan Elementary School for the San Juan Unified School District in 1979. Tomich died in 2001 at the age of 89 (Sacramento Bee 1981 Sep 3; Sacramento Bee 1973 Jun 17; Sacramento Bee 1979 Sep 18; Sacramento Bee 1982 Sep 27; Findagrave.com 2018).
Mansard Style Architecture Mansard Style architecture is a mid-twentieth century interpretation of the Second Empire style that was popular from 1855-1885. Both styles featured a tall, slope sided, flat roofs, but first iteration of the style used the tall roof as another floor of living space or an attic and almost always featured dormer windows. The roofs on the modern interpretation of the style are generally cosmetic, not functional, and if windows are present, they are usually recessed. Because much of the building exterior is clad in roofing material rather than other building materials, the Mansard style is less expensive to build than many other style and was popular for apartment and commercial buildings, but ultimately fell out of fashion in the 1980s (McAlester 2013: 317-318, 330, 687-688, 692; Pennsylvania Historical & Museum Commission 2018).
California Register of Historical Resources (CRHR) Evaluation CRHR 1 Under CRHR Criterion 1, the Administration Building and the Library on the Casa Roble Fundamental High School campus, nor the campus as a whole, are not significant because they are not associated with events that have made a significant contribution to the broad patterns of local or regional history or the cultural heritage of California or the United States. The school was built in two stages: 1965-1966 and 1967, and the Administration Building and the Library were all built in the first phase. Research did not reveal that these buildings, or the other buildings completed in the first building phase had significant associations with important historic events. Rather, the buildings performed the necessary duties of a school in the post-war era. The San Juan Unified School District was created in 1960 during a time of widespread postwar / mid-twentieth century population development that drove growth and expansion in many sectors of public and commercial life throughout the country. Research did not reveal that any of the historic period buildings on this property gained significance within this context as required under these criteria.
CRHR 2 Under CRHR Criterion 2, the Administration Building and the Library, and the campus as a whole, do not have significant associations with the lives of persons important to local, California or national history. The buildings were associated with the lives of many students and teachers, none of whom appear to have made demonstrably important contributions to history while
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Page 18 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update attending or teaching at the school. Research did not reveal that any other individuals associated with the development and use of these buildings made demonstrably important contributions to history at the local, state, or national level.
CRHR 3 Under CRHR Criterion 3, neither the Administration Building and the Library, nor the campus as a whole, are significant because they do not embody the distinctive characteristics of a type, period, region or method of construction or represents the work of a master or possesses high artistic values. All of the buildings have a cohesive, although minimal, Mansard design, primarily articulated in the roof dominated designs asymmetrical rooflines and general lack of windows. The architectural elements of the campus are modest in scale and execution and do not embody enough of the distinctive characteristics of this type of architecture, or represent an important example in the evolution of this class of architecture as required for significance under these criteria.
Although Casa Robles High School was designed using Stanford University’s school cost-saving and flexible building program called School Construction System Development (SCSD) project, this school was the fourth of 12 in the state. While the design of the schools was innovative at the time, the Casa Robles High School buildings constructed with this program have undergone several modernizations to improve use. A recent case study of four SCSD schools revealed that the flexible learning spaces were not implemented by new teachers, additions were often built in-lieu of using flexible spaces and were not constructed with the same building materials, moveable walls were removed and replaced with stationary walls, and cabinets were bolted to the walls to comply with earthquake safety codes (Lee 2016: 339-343). Casa Roble Fundamental High School has followed suit of other SCSD schools by removing all but two moveable, folding walls and replaced them with stationary walls. Of the two remaining moveable, folding walls, they are larger replacement folding walls that were installed most likely in the 1980s or 1990s. Additionally, some of the original SCDC cabinets have been replaced and removed, and all of the lockers have been removed. Therefore, the Administration Building and the Library, and the Casa Roble Fundamental High School as a whole, are not good examples of the SCSD project. Furthermore, the SCSD project is well documented in primary source materials, specifically Education Facilities Laboratories’ 1967 publication SCSD: The Project and the Schools: A Report.
Additionally, these buildings are also not significant examples of the work of a master architect. While Nicholas A. Tomich was an AIA architect and his associated firms are well-known in the Sacramento area, research did not reveal his work, or the work of any iterations of his firms, rises to the level of master architect. Tomich himself did not consider the Casa Robles High School as a principal work and Instead considered the Luther Burbank Senior High School (1963) and the Hiram Johnson Senior High School (1968) he designed in Sacramento as exemplary of his work as an architect (AIA 1970).
CRHR 4 Under CRHR 4 criterion, neither the Administration Building and the Library, nor the campus as a whole, have yielded, or have the potential to yield, information important to the prehistory or history of the local area, California or the nation
Integrity Analysis In addition to meeting one or more of the CRHR criteria, a property must also retain a significant amount of its historic integrity to be considered eligible for listing. Historic integrity is made up of seven aspects: location, design, setting, materials, workmanship, feeling, and association.
Location is the place where the historic property was constructed or the place where the historic event took place. The Administration Building and the Library have not been moved since their construction, so their integrity of location remains intact.
Design is the combination of elements that create the form, plan, space, and style of a property. While the exteriors of the Administration Building and the Library, plus most of the buildings on the campus have minimal, if any, changes since their construction, the focus of the SCSD building program is on structural components, heating and cooling systems, lighting and ceilings, interior moveable partitions and folding walls, and cabinets and lockers. Because the structural components and heating and cooling systems cannot be seen from the exterior or from inside the buildings, the integrity of the interior floor plans, building materials, cabinets and lockers are the under scrutiny for this integrity criterion.
The Library building was never constructed with foldable walls, but some of the original SCSD cabinets in the staff work alcove have been replaced and non-SCSD cabinets are located in the main reading room area.
While the interior and exterior of the Administration Building appear to be intact, at the time of recordation the building was vacant and all office furniture was removed. It is unclear if any SCDC cabinets were removed from other rooms.
In addition to interior changes, all of the original SCSD lockers that lined the exterior of school buildings have been removed.
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Although individually, the Administration Building appears to retain good integrity of design and the Library has minimal changes, the integrity of the buildings’ forms, plans, space, and styles within the context of the Library, and Building A, as well as the campus as a whole, are diminished due to the collective changes from the original Stanford University SCSD design parameters implemented by architect Nicholas A. Tomich’s 1965 design. As such, the design integrity is diminished.
Setting is the physical environment of a historic property. The area surrounding Administration Building and the Library and the entire Casa Roble High School campus has changed minimally since building construction began in 1965. Although some residential infill has taken place, the area generally retains a semi-rural setting and feel, and therefore the buildings retain integrity of setting.
Materials are the physical elements that were combined or deposited during a particular period of time and in a particular pattern of configuration to form a historic property. Some of the original SCSD cabinets in the Library have been replaced. These changes are not visually consistent with the original 1965-1967 building materials or configurations, therefore, the Library does no retain integrity of materials.
Workmanship is the physical evidence of the crafts of a particular culture or people during any given period in history or prehistory. The campus was constructed using standard designs and materials that were common at the time and do not represent high levels of workmanship or craft.
Feeling is a property’s expression of the aesthetic or historic sense of a particular period of time. From the exterior, the Administration Building and the Library, and the campus as a whole, continue to express their feeling as mid-1960s school buildings, but as discussed above, the interior spaces and materials of the SCSD designed school have been so altered that it no longer conveys the feeling of a mid-1960s SCSD school design.
Association is the direct link between an important historic event or person and a historic property. Neither the Administration Building and the Library, nor the entire Casa Roble High School campus, have important associations with any person or event important to history.
Therefore, in addition to not meeting any of the significance criteria necessary for eligibility for listing in the CRHR, collectively the Administration Building and the Library, nor the entire Casa Roble High School campus, retain sufficient enough historic integrity to any potential period of significance (1965-1967).
*B12. References: American Institute of Architects (AIA). 1962. American Architects Directory, 2nd Edition. New York: R.R. Bowker Co. 1970. American Architects Directory, 3rd Edition. New York: R.R. Bowker Co. Casa Roble High School 1967. Rampages [yearbook]. Graduating Class of 1967. Provided by Casa Roble Fundamental High School Library. 1968. Rampages [yearbook]. Graduating Class of 1968. Provided by Casa Roble Fundamental High School Library. 1971. Rampages [yearbook]. Graduating Class of 1971. Provided by Casa Roble Fundamental High School Library. Casa Roble Fundamental High School. Conceptual architectural rendering of Casa Roble High School. Located in Teacher’s Lounge in the AB Cafeteria Building. DLR Group. 2014. San Juan Unified School District Master Plan – Volume 11: High Schools. Educational Facilities Laboratories. 1967. SCSD: The Project and the Schools: A Report from Educational Facilities Laboratories. New York: Educational Facilities Laboratories. Findagrave.com. 2018. “Nicholas Alber Tomich.” Available at https://www.findagrave.com/memorial/38246227 (accessed June 2018). Lee, Joshua David. 2016. Questioning Modern Approaches to Flexibility: 50 Years of Learning from the School Construction Systems Development (SCSD) Project. Ph.D. Dissertation, The University of Texas at Austin. McAlester, Virginia Savage. 2013. A Field Guide to American Houses: The Definitive Guide to Identifying and Understanding America's Domestic Architecture. New York: Alfred A. Knopf.
DPR 523L (Rev. 1/1995)(Word 9/2013)
25 Attachment A
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 20 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update Pennsylvania Historical & Museum Commission. 2018. “Neo-Eclectic.” Available at http://www.phmc.state.pa.us/portal/communities/pa-suburbs/field-guide/neo-eclectic.html (accessed June 2018). Sacramento Bee. 1956 Jul 2. “Charles F. Dean, Capital Architect, Is Dead at 72.” 4 1957 Jul 20. “Satterlee, Tomich Change Name of Firm.” 57. 1960 Sep 20. “Plans For City’s Fourth High School Win Okeh.” 23. 1962 Apr 17. “’Flexible” Teaching Areas Get Okeh.” 15. 1962 Nov 9. “Bella Vista High School Dedication Is Slated.” A3. 1965 May 4. “Architecture Firm is Chosen.” 28. 1965 Oct 26. “San Juan Trustees Will Hear Finance Study Plan.” 30. 1966 Oct 18. “Casa Roble High School Is Opened.” 46. 1967 Jun 4. “High School Campus.” 73. 1968 May 19. “New Hiram Johnson Auditorium Will Be Another Place to Go.” 126. 1973 Jun 17. “Tomich and Yee Form Architectural Firm.” 92. 1979 Sep 18. “School Architect May Be Named.” 19. 1981 Sep 3. “Lending A Hand For Seniors.” 78. 1982 Sep 27. “Public Notice No. 595, Notice to Contractors, Bid 81-127.” 20 Sandul, Paul and Tory Swim. 2006. Images of America: Orangevale. San Francisco, CA: Arcadia Publishing. San Juan Unified School District. 2018. “Our Schools.” Available at https://www.sanjuan.edu/domain/4321(accessed June 2018). Tomich, Nicholas A. 1965 Jul 22. Casa Roble High School: Site Development Plan. United States Geological Survey (USGS). 1980. Folsom, Calif. Topographic Map, scale 1:24000. University of California Santa Barbara (UCSB) Aerial Photography Collection. 1971. Flight CAS-3069, frame 6-5.
DPR 523L (Rev. 1/1995)(Word 9/2013)
26 Attachment A
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# LOCATION MAP Trinomial
Page 21 of 26 *Resource Name or # (Assigned by recorder) United States Gypsum Facility, Fremont *Map Name: Folsom, Calif. *Scale: 1:24,000 *Date of map: 1980
Casa Roble High School property outlined in red.
DPR 523K (Rev. 1/1995)(Word 9/2013)
27 Attachment A
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# SITE MAP Trinomial
Page 22 of 26 *Resource Name or #: Administration Building, Library at Casa Roble Fundamental High School
DPR 523L (Rev. 1/1995)(Word 9/2013)
28 Attachment A
Attachment 2 Ambient Noise Monitoring Results
29 Attachment A
PUBLIC ANNOUNCEMENT (PA) SYSTEM, CASA ROBLE FUNDAMENTAL HIGH SCHOOL AMBIENT NOISE MONITORING RESULTS
EXISTING NOISE SOURCES
The existing noise environment in the vicinity of the project site is influenced primarily by surface transportation, but also includes contributions from the school PA (public address) system. Vehicle traffic noise levels are attributed primarily to Oak Avenue along the southern border of the school.
NOISE-SENSITIVE LAND USES
Noise-sensitive land uses are those uses for which quiet is an essential element of the purpose of the subject land use. Residential uses are of primary concern because of the potential for increased and prolonged exposure of individuals to both interior and exterior noise levels. Schools, places of worship, hotels, libraries, and other places where low interior noise levels are essential are also considered noise-sensitive land uses. Parks, historic sites, cemeteries, and recreation areas are also considered sensitive to increases in exterior noise levels.
Off-Site Sensitive Land Uses
Noise-sensitive land uses closest the two school buildings that are going to be demolished and replaced with one larger building include a residence located approximately 100 feet from the western boundary of the school, and the residences located approximately 100 feet from the southern boundary of the school, south of Oak Avenue, as well as residences at greater distances to the north and east of the project site.
AMBIENT NOISE LEVEL SURVEY
Ambient noise surveys were conducted on August 21, 2018, to document the noise environment and noise sources. Dominant sources of ambient noise identified in the ambient noise sources consisted of local and distant traffic, and natural sources (wind, birds, etc.).1 Ambient noise level survey locations are shown in Exhibit 1. The results at each ambient noise level measurement location are summarized in Table 1. Average daytime hourly noise levels documented during the measurements ranged from approximately 51 to 66 dBA Leq, with maximum noise levels between 67 and 83 dBA Lmax.
1 Short-term 15-minute and continuous 24-hour long-term measurements of ambient noise levels were taken in accordance with applicable ANSI standards at four locations using Larson Davis Laboratories (LDL) Models 820 and 824 precision integrating sound level meters. The sound level meters were calibrated before and after use with an LDL Model CAL200 acoustical calibrator to ensure measurement accuracy. The equipment used meets all pertinent ANSI specifications for Class 1 sound-level meters (ANSI S1.4- 1983[R2006]).
AECOM Ambient Noise Monitoring Results 1 San Juan Unified School District
30 Buildings that will be replaced. Attachment A
31 Source: AECOM 2018 Exhibit 1. Ambient Noise Measurement Sites
AECOM Ambient Noise Monitoring Results 2 San Juan Unified School District Attachment A
Table 1. Summary of Measured Noise Level Survey Results – August – 21, 2018 Average Measured Hourly Noise Levels, dBA Start Site Noise Sources Time Daytime Duration (7 a.m.-10 p.m.)
Leq Lmax ST-01 Western Boundary, 90 feet from the Distant Traffic on Oak Avenue, 15 08:35 52.2 72.6 Without School Building. Morning Peak Hour Traffic. Minutes PA ST-01 Western Boundary, 90 feet from the PA System and Distant Traffic on 15 09:13 51.4 66.8 With PA School Building. Oak Avenue Minutes Southern Boundary, along Oak Avenue, 15 ST-02 Traffic on Oak Avenue 08:54 66.0 82.7 50 feet from Oak Avenue Centerline. Minutes
Notes: dBA = A-weighted Decibel; Leq = Equivalent Noise Level; Lmax = maximum instantaneous noise level during a specific period of time; ST= Short Term. Source: Data compiled by AECOM in 2018
PA SYSTEM NOISE LEVEL
Noise levels were measured during the public announcement at ST-01. Public announcements are scheduled at the end of each class period, and at the beginning of the next period. The timetable of the announcements was provided to AECOM by the school administration on the day of the noise measurement. The measurement was taken during the 09:17 and 09:25 announcements, which also included music play for three minutes between 09:22 to 09:25. Measured noise levels during the PA system use are shown in Exhibit 2 and Exhibit 3. Exhibit 2 shows the noise levels measured for every second during the announcements. As shown, the noise levels during the public announcement reached approximately 63 dBA Leq (Exhibit 2). However, during the one minute period, the PA system noise level averaged to 59 dBA Leq. Exhibit 3 shows the noise levels averaged over one minute during the announcements.
AECOM Ambient Noise Monitoring Results 3 San Juan Unified School District
32 PUBLIC Announcement (PA) System, CASA ROBLE FUNDAMENTAL HIGH SCHOOL 70
65
60
55
50
45 Every Second Sound Every Level ( Leq,dBA)
40 9:13:34 9:13:53 9:14:12 9:14:31 9:14:50 9:15:09 9:15:28 9:15:47 9:16:06 9:16:25 9:16:44 9:17:03 9:17:22 9:17:41 9:18:00 9:18:19 9:18:38 9:18:57 9:19:16 9:19:35 9:19:54 9:20:13 9:20:32 9:20:51 9:21:10 9:21:29 9:21:48 9:22:07 9:22:26 9:22:45 9:23:04 9:23:23 9:23:42 9:24:01 9:24:20 9:24:39 9:24:58 9:25:17 9:25:36 9:25:55 9:26:14 9:26:33 9:26:52 9:27:11 9:27:30 9:27:49 9:28:08 9:28:27 21-Aug-18 Date & Time Attachment A
Source: AECOM 2018 Exhibit 2. Every Second Measured Noise Levels before and during Public Announcement 33
AECOM Ambient Noise Monitoring Results 4 San Juan Unified School District PUBLIC Announcement (PA) System, CASA ROBLE FUNDAMENTAL HIGH SCHOOL 61.0
59.0 59.0
57.0 56.8 57.0 56.2
55.0 54.1 53.5 53.0 53.2
51.0 51.0 50.5 50.050.1 49.8 49.5 49.5 49.0 49.2 49.0 48.7 48.7 48.7 48.6 48.3 48.5 48.4 48.5 48.0 Every Minute Sound Every (Leq, dBA)Level 47.747.847.8 47.7 47.7 47.5 47.4 47.0 47.0
45.0 9:13:34 9:14:00 9:15:00 9:15:26 9:15:18 9:15:44 9:16:10 9:16:36 9:17:02 9:17:28 9:17:54 9:18:20 9:18:46 9:19:12 9:19:38 9:20:04 9:20:30 9:20:56 9:21:22 9:21:48 9:22:14 9:22:40 9:23:06 9:23:32 9:23:58 9:24:24 9:24:50 9:25:16 9:25:42 9:26:08 9:26:34 9:27:00 9:28:00 21-Aug-18 Date & Time Attachment A
Source: AECOM 2018
34 Exhibit 3. Every Minute Measured Noise Levels before and during Public Announcement
AECOM Ambient Noise Monitoring Results 5 San Juan Unified School District Attachment B
SAN JUAN UNIFIED SCHOOL DISTRICT NOTICE OF EXEMPTION, CALIFORNIA ENVIRONMENTAL QUALITY ACT
To: Office of Planning and Research Sacramento County Clerk/Recorder 1400 Tenth Street, Room 100 600 8th Street Sacramento, CA 95814 Sacramento, CA 95814
Project Title: Casa Roble Fundamental High School Building A Modernization
Project Address: 9151 Oak Avenue
Project Location: Orangevale, CA County of: Sacramento
Project Description: The project would modernize the existing approximately 14,000-square- foot (sf) Building A to house a new Career Technical Education (CTE) biomedical student learning program. Construction will include infill of the roof over the existing atrium space and the removal of existing shear walls that surround the atrium to create an open learning area for students. The interior configuration will be changed to support new classrooms, a lecture hall, open space with furniture for collaborative learning, a biomedical laboratory, and storage. Upgrades will also be performed to bring the building into compliance with current California Building Standards Code requirements, including seismic retrofits. The project also includes site and building accessibility improvements, as required by the Division of the State Architect (DSA). Underground utility improvements and upgrades will be performed, as needed. Temporary portable classrooms may be used on an interim basis during construction.
Name of Person or Agency Carrying Out Project: San Juan Unified School District
Name of Public Agency Approving Project: San Juan Unified School District
Exempt Status: (check one)
_____ Ministerial Project (Section 21080[b][1]; 15268) __X__ Categorically Exempt (Sections 15301, 15302, and 15314) _____ Declared Emergency (Section 21080[b][3]; 15269[a]) _____ Emergency Project (Section 21080[b][4]; 15269[b][c]) _____ Statutory Exemption (Public Resources Code Section 21080.35) _____ The project clearly will not have a significant effect on the environment (15061[b][3])
Reasons why project is exempt: CEQA Guidelines Sections 15300–15332 include a list of classes of projects that have been determined not to have a significant effect on the environment and that are categorically exempt from the provisions of CEQA.
The project is exempt under the following sections of the CEQA Guidelines: 15301 (Class 1– Existing Facilities); 15302 (Class 2–Replacement or Reconstruction); and 15314 (Class 14– Minor Additions to Schools). The project meets the conditions for the categorical exemptions described in these sections of the CEQA Guidelines, as explained below.
35 Attachment B
NOTICE OF EXEMPTION, CALIFORNIA ENVIRONMENTAL QUALITY ACT Casa Roble Fundamental High School Building A Modernization
(1) The remodeled structure will be a similar size and will serve the same purpose.
The project would remodel the existing approximately 14,000-sf Building A to house a new biomedical learning program. The remodeled building will be located on the same site as the current Building A and will have substantially the same purpose (education). The project will not increase capacity. Utilities to serve the remodeled building will be tied from existing utility connections and will be served by the same utility providers; minor upgrades will be performed as necessary.
(2) The project will not increase student capacity by more than 25% or 10 classrooms.
The project does not include expansion of the number of students enrolled at the campus. Temporary portable classrooms may be used on an interim basis, but will be removed at the conclusion of project-related construction activities.
Exceptions to the Exemptions Potential exceptions to the use of a categorical exemption are found in Section 15300.2 of the CEQA Guidelines. The District has determined that the project is not subject to any of these exceptions for the reasons discussed below. (a) Location. Classes 3, 4, 5, 6, and 11 are qualified by consideration of where the project is to be located – a project that is ordinarily insignificant in its impact on the environment may in a particularly sensitive environment be significant. Therefore, these classes are considered to apply all instances, except where the project may impact on an environmental resource of hazardous or critical concern where designated, precisely mapped, and officially adopted pursuant to law by federal, state, or local agencies. The project does not qualify under Categorical Exemption classes 3, 4, 5, 6, or 11. The exception related to location does not apply to the project. Project-related activities would entail the use and temporary storage of small amounts of hazardous substances necessary for the operation of construction equipment, such as fuels, lubricants, and oils, as well as small amounts of substances used to construct the school building, such as paint and solvents. All materials will be required to be used and stored in compliance with local, State, and federal ordinances, laws, regulations and policies related to hazardous materials. None of the substances would be acutely hazardous.
(b) Cumulative Impact. All exemptions for these classes are inapplicable when the cumulative impact of successive projects of the same type in the same place, over time, is significant. Improvements at the Casa Roble Fundamental High School in the District’s Master Plan are focused on improvements to the existing condition of facilities, and repurposing and modernizing classrooms and other facilities. The project would not contribute to any cumulative environmental impacts in the surrounding area due to the small size of the project and the lack of significant environmental impacts. (c) Significant Effect. A categorical exemption shall not be used for an activity where there is a reasonable possibility that the activity will have a significant effect on the environment due to unusual circumstances.
2
36 Attachment B
NOTICE OF EXEMPTION, CALIFORNIA ENVIRONMENTAL QUALITY ACT Casa Roble Fundamental High School Building A Modernization
There are no unusual circumstances at the project site or part of project operations that would result in significant effects on the environment. The project site is currently developed with an existing high school facility and Building A would continue to be used for classroom learning purposes. The project would be constructed within the existing school campus. There are no sensitive natural resources, hazardous materials sites, areas of severe geologic constraints, cultural or tribal resources, agriculture or forestry resources, or designated scenic resources on this existing developed school site that would be affected by the project. Building A is already served by existing water, sewer, and electrical utilities, and only minor upgrades would be implemented, as necessary, to ensure the quality of long-term service for the remodeled building. The existing on-site storm drain system would continue to be used. The proposed construction effort is not large enough to result in significant short-term air quality, greenhouse gas, or traffic impacts. The project would implement Sacramento Metropolitan Air Quality Management District Basic Construction Emission Control Practices during construction, which include watering of exposed surfaces for dust control, minimizing idling time to 5 minutes, and covering all exposed surfaces. No roads would be closed during construction, and equipment would be parked on the project site. Project-related construction activities would comply with the Sacramento County Noise Ordinance (Sacramento County Code Chapter 6.68), which limits construction-generated noise to the daytime hours. Because the project is not designed to increase the student body enrollment or increase the amount of outdoor sports playfields, project operations would result in the same low levels of long-term air quality, greenhouse gas, traffic, and noise impacts as are currently generated by the existing Casa Roble High School, and which are encompassed by the Sacramento County General Plan. (d) Scenic Highways. A categorical exemption shall not be used for a project which may result in damage to scenic resources, including but not limited to, trees, historic buildings, rock outcroppings, or similar resources, within a highway officially designated as a state scenic highway. This does not apply to improvements which are required as mitigation by an adopted negative declaration or certified EIR. The project site is not visible from any state- or locally-designated scenic highway. The closest designated scenic highways to the school site are a segment of State Route 160, which is approximately 20 miles to the southwest, and a segment of State Route 49 that is approximately 15 miles east of the campus. (e) Hazardous Waste Sites. A categorical exemption shall not be used for a project located on a site which is included on any list compiled pursuant to Section 65962.5 of the Government Code.
In 1990, two underground storage tanks were removed from the school campus. Minor soil contamination with waste oil and solvent was noted; the contaminated soil was removed and replaced with clean fill material. Groundwater was not affected, and in 1996 the Sacramento County Environmental Management Department issued a “No Further Action” letter. Because the minor soil contamination was remediated more than 20 years ago, there would be no adverse effect on the project construction workers, students and teachers, or the public or the environment. There are no open, active cases of hazardous materials contamination within or adjacent to the project site.
(f) Historical Resources. A categorical exemption shall not be used for a project which may cause a substantial adverse change in the significance of a historical resource.
3
37 Attachment B
38 Attachment B
Attachment 1 Building Evaluation
39 Attachment B
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI # PRIMARY RECORD Trinomial NRHP Status Code 6Z Other Listings Review Code ______Reviewer ______Date ______
Page 1 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School P1. Other Identifier: Casa Roble Fundamental High School *P2. Location: o Not for Publication þ Unrestricted *a. County: Sacramento and (P2b and P2c or P2d. Attach a Location Map as necessary.) *b. USGS 7.5' Quad: Folsom, Calif. Date: 1980 T10N ; R7E; B.M. M.D.B.M. c. Address: 9151 Oak Avenue City: Orangevale Zip: 95662 d. UTM: Zone: ; mE/ mN e. Other Locational Data: (e.g., parcel #, directions to resource, elevation, etc., as appropriate) Elevation: Assessor Parcel Numbers (APN): 227-0131-001; 227-0131-002; 227-0131-003; 227-0131-004; 227-0121-005; 227-0131-006; 227- 0131-007 (see Sketch Map)
*P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries) This form records a building located on the 40-acre Casa Roble Fundamental High School site: Building A (see Site Map). Building A was designed by an architect, working under School Construction Systems Development (SCSD) project parameters, and constructed in the first building phase of the school between 1965 and 1966. Because SCSD building projects were required to use the same standardized building materials; including structural steel components, air-conditioning and heating systems, lighting and ceilings, interior partitions, and cabinets and lockers, the interior spaces of the three buildings were recorded for this form. All of the buildings on campus, except for the easternmost gym, are designed in the Mansard style which features a prominent mansard roof. Building A is topped with mansard roofs with raised metal sheeting and wide metal coping along the roofline (Photograph 1). The roofs have a wide overhang and are closed with stucco cladding. (See Continuation Sheet).
*P3b. Resource Attributes: (List attributes and codes) HP15-Educational building *P4. Resources Present: þBuilding oStructure oObject oSite oDistrict oElement of District oOther (Isolates, etc.) P5b. Description of Photo: P5a. Photo or Drawing (Photo required for buildings, structures, and objects.) Photograph 1: Building A at right, facing northeast, June 27, 2018 (AECOM). *P6. Date Constructed/Age and Sources: þHistoric oPrehistoric oBoth 1965-1967 (Building plans & newspaper articles) *P7. Owner and Address: San Juan Unified School District 3738 Walnut Avenue Carmichael, CA 95608 *P8. Recorded by: Heather Miller, AECOM 2020 L Street, Suite 400 Sacramento, CA 95811 *P9. Date Recorded: June 27, 2018 *P10. Survey Type: Intensive *P11. Report Citation: none *Attachments: oNONE þLocation Map þSketch Map þContinuation Sheet þBuilding, Structure, and Object Record oArchaeological Record oDistrict Record oLinear Feature Record oMilling Station Record oRock Art Record oArtifact Record oPhotograph Record þOther (List): Site Map
DPR 523A (9/2013) *Required Information
40 Attachment B
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI # BUILDING, STRUCTURE, AND OBJECT RECORD
Page 2 of 26 *NRHP Status Code 6Z *Resource Name or #: Building A at Casa Roble Fundamental High School
B1. Historic Name: Casa Roble High School B2. Common Name: Casa Roble Fundamental High School B3. Original Use: school B4. Present Use: school *B5. Architectural Style: Mansard *B6. Construction History: (Construction date, alterations, and date of alterations) Building A constructed 1965-1966. The three foldable walls located in Building A were removed and replaced with stationary walls at unknown date(s), Replacement of original upper SCSD cabinets in classroom A9 in Building A at unknown date. Lockers lining the exterior school buildings removed after 2000 (per personal communication with an alumnus who graduated in 2000).
*B7. Moved? þNo oYes oUnknown Date: Original Location: *B8. Related Features: B9a. Architect: Nicholas A. Tomich, A.I.A b. Builder: Harbison and Mahoney (North Highlands, CA)
*B10. Significance: Theme: Post-World War II development Area: Orangevale Period of Significance: 1965-1967 Property Type: School Applicable Criteria: none (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity.) Building A located on the Casa Roble High School campus nor the campus as a whole meet the criteria for listing in the California Register of Historical Resources (CRHR) and are not historical resources for the purposes of the California Environmental Quality Act (CEQA). This property has been evaluated in accordance with Section 15064.5(a)(2)-(3) of the CEQA Guidelines, using the criteria outlined in Section 5024.1 of the California Public Resources Code.
B11. Additional Resource Attributes: (List attributes and codes) *B12. References: See Continuation Sheet. B13. Remarks: *B14. Evaluator: Heather Miller and Chandra Miller, AECOM
*Date of Evaluation: June 2018
(Sketch Map with north arrow required)
(This space reserved for official comments.)
Not to Scale
DPR 523B (Rev. 1/1995)(Word 9/2013)
41 Attachment B
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 3 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update P3a. Description: (continued)
Building A: Building A is single-story, rectangular plan classroom building (Photograph 2). The building has a central north-south central hallway that is accessed on the north and south sides through metal double doors (Photographs 9-11). External classroom access doors are located on all sides as well as sets of two-part aluminum frame windows. The south, west, and north sides of the building are clad in stucco, but the majority of the east side is covered in rectangular, vertically oriented, glazed tiles in shades of blue and green (Photograph 5).
Typical classroom interiors consist of linoleum tile floors; ceiling systems with wide metal beams, perforated ceiling tiles, and recessed light panels; and none of the classrooms have the original moveable, folding walls (Photograph 6 & Photograph 7). A few of the classrooms retain original SCSD tall cabinets (Photograph 7) and a science classroom retains the original SCSD lower cabinets in the lab areas, but the upper cabinets mounted on the wall appear to be later replacements (Photograph 8).
Classrooms A9, A8, A7, and A12 all have access to an internal courtyard through sliding glass doors (Photograph 9 & Photograph 10). These same internal courtyards are also located in Buildings B, E, and F.
Photograph 2: South and west sides of Building A, camera facing northeast, June 27, 2018 (AECOM).
Photograph 3: North side of Building A, camera facing southwest, June 27, 2018 (AECOM).
DPR 523L (Rev. 1/1995)(Word 9/2013)
42 Attachment B
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 4 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Photograph 4: View of Building A Hallway, from south entry, camera facing north, June 27, 2018 (AECOM).
Photograph 5: East and north sides of Building A, camera facing southwest, June 27, 2018 (AECOM).
DPR 523L (Rev. 1/1995)(Word 9/2013)
43 Attachment B
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 5 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Photograph 6: Classroom A4 in Building A showing typical classroom that lacks SCSD cabinets and moveable, folding walls. According to plot plans, this wall was originally built as a folding wall and has since been replaced with this stationary wall (see Plate 5). Camera facing west June 27, 2018 (AECOM).
Photograph 7: Classroom A10 in Building A showing typical classroom that has one
DPR 523L (Rev. 1/1995)(Word 9/2013)
44 Attachment B
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 6 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update SCSD cabinet and lacks moveable walls, camera facing northwest June 27, 2018 (AECOM).
Photograph 8: Classroom A9 in Building A showing original SCSD lower cabinets. Upper cabinets appear to be later replacements, camera facing northwest, June 27, 2018 (AECOM).
Photograph 9: Sliding door to internal courtyard in the corner of Classroom A9
DPR 523L (Rev. 1/1995)(Word 9/2013)
45 Attachment B
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 7 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update in Building A, camera facing north, June 27, 2018 (AECOM).
Photograph 10: View of interior courtyard in Building A from Classroom A9, camera facing north, June 27, 2018 (AECOM).
B10. Significance: (continued) Historic Context Located along Oak Avenue near Linda Creek, the Orange Vale Land Colony was established in Orangevale in 1887. The Land Company promoted the area as a farming community as well as a bedroom community to Sacramento. The company disbanded in 1896 and other attempts at boosterism were minimally effective. After a short agricultural boom between the 1890s and the 1930s, the construction of Interstate 80 and other infrastructure improvements helped draw residents to the semi-rural city and slowly pushed development outward into former orchard and agricultural lands in the post-war years. Incredibly, the city’s population increased 625 percent between 1950 and 1960 (Sandul and Swim 2006: 7-10). The San Juan Unified School District was created in 1960 with the unification of six local school districts. Casa Roble was the fifth new high school built for the district after Mira Loma (1960), Bella Vista (1961), Del Campo (1963), and Rio Americano (1964). Architectural plans for the campus sited on 40 acres were prepared by Sacramento area-based architect Nicholas Tomich in 1965 (Plate 1) and the school was built in two phases with construction of the first phase beginning in 1965 (Plate 2) and the second phase in 1967 (Plate 3) to serve 2,000 students. Building A was constructed during the first phase, as well as the Cafeteria & Multi- Use Building, Buildings B & C, Girls Gym, and Girls Locker Room. Unlike the previous campuses, the school district decided to build the Casa Roble High School using Stanford University’s School Construction System Development program (San Juan Unified School District 2018; DLR Group 2014: passim; Sacramento Bee 1965 Oct 26; Sacramento Bee 1966 Oct 18).
DPR 523L (Rev. 1/1995)(Word 9/2013)
46 Attachment B
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 8 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Plate 1: Conceptual architectural rendering showing completed Phases 1 & 2 of Casa Roble High School. Notes added by AECOM (Provided by Casa Roble Fundamental High School).
DPR 523L (Rev. 1/1995)(Word 9/2013)
47 Attachment B
State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 9 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Plate 2: 1965 drawing of Phase 1 of Casa Roble High School at center. Future location of Phase 2 buildings are shown as black outlined white boxes on left and right. (Nicholas A Tomich 1965 Jul 22).
School Construction System Development (SCSD) project The San Juan Unified School District approved plans for the first phase of construction of Casa Roble High School in 1965. The school was the fourth of 12 schools in the state built between 1965 and 1968 using Stanford University’s cost-saving and flexible school building program called the School Construction System Development (SCSD) project. The cost-saving aspect was achieved by providing standardized, but flexible building systems with building materials and components produced by manufactures specifically these school designs. These standardized building materials included structural steel components (Plate 3 & Plate 4), air-conditioning and heating systems, lighting and ceilings, interior moveable partitions and folding walls (Plate 5-8), and cabinets and lockers (Plate 9 & Plate 10). The manufacturers were then asked to bid on supply and installation of the materials and building systems, which reduced the cost to the schools to less than conventional construction. The flexibility aspect was achieved by designing floor plans and interiors using four modes of flexibility--spatial variety, immediate change, long-range changeability, and expansion. Focus was placed on interiors that could be rearranged and enlarged depending on need and use. This was achieved through the use of moveable interior partitions and folding walls, and moveable cabinets with interchangeable doors, drawers, and shelves which were seen as necessary tools to accommodate classrooms for the growing baby-boomer population of children in secondary schools. Even though each school was required to use the same structural steel components, air-conditioning and heating systems, interior partitions, cabinets and lockers, architects chosen by the school districts designed the layout, individual floor plans, interiors, and the exterior appearance of each school was determined by the architects chosen by the school districts (Nicholas A Tomich 1965 Jul 22; Sacramento Bee 1966 Oct 18; Educational Facilities Laboratories 1967: 9-10, 13, 36-37).
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Page 10 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Plate 3: Structural steel diagram for portion of Casa Roble Plate 4: View of structural steel in mansard roof during High School. (Provided by Casa Roble Fundamental High construction (Casa Roble High School 1967: front School). matter).
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Page 11 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Plate 5: Detail of Building A floor plan. Locations of moveable, folding walls between classrooms shown in red ovals. All three foldable walls have been removed and replaced with stationary walls. Notes added by AECOM (Provided by Casa Roble Fundamental High School).
Plate 6: Photograph showing original accordion-style foldable walls Plate 7: Photograph showing (Casa Roble High School 1971: 62). original accordion-style foldable walls (Casa Roble High School 1968: 25).
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Page 12 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Plate 8: One of only two remaining moveable, folding walls in the entire campus, located in Building F, between Classrooms F7 & F6. These doors most likely replaced the original accordion-style folding walls in the 1980s or 1990s. Camera facing west, June 27, 2018 (AECOM).
Plate 9: Example of original SCDC cabinet and shelving, located in Building E, Classroom E8a, June 27, 2018 (AECOM).
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 13 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update
Plate 10: 1967 photograph showing lockers lining the exterior school buildings and are protected by the deep roof overhang. Lockers removed after 2000(Casa Roble High School 1967: n.p.)
Nicholas A. Tomich Local architect Nicholas A. Tomich designed the first and second phases Casa Roble High School in 1965. Born in Orangevale in 1912, Tomich received a certificate in architecture at Sacramento City College in 1931. After graduating, he took a job as an office boy at the firm of prominent Sacramento architect Charles F. Dean, who created a prolific portfolio of local school and church designs. Six years after starting at Charles F. Dean, Tomich was promoted to chief draftsman, a position he held from 1937 to 1942. He was promoted to Junior Partner in 1945, the same year he was awarded status in the American Institute of Architects (AIA), and became a partner in 1955. A year after making partner, Charles F. Dean died and Tomich and another partner at the firm, Ivan C. Satterlee decided to continue Dean’s firm under the new name of Satterlee and Tomich in 1957. Like Dean, Satterlee and Tomich’s portfolio consisted primarily of churches and schools. The firm previously designed another high school for the San Juan Unified School District in 1959, Bella Vista High School, located in Fair Oaks. The design utilized “a Central American style influence by the Mayan culture” and was completed in 1962 (Nicholas A Tomich 1965 Jul 22; Educational Facilities Laboratories 1967: 90; Sacramento Bee 1956 July 2; American Institute of Architects 1970: 923; American Institute of Architects 1962: 708; Sacramento Bee 1957 Jul 20; Sacramento Bee 1962 Nov 9).
Tomich was already using “flexible” school designs before his selection as the architect on the SCSD Casa Roble High School in 1965. Tomich’s firm secured the design of Luther Burbank High School in Sacramento in 1960, which he noted as one of his principal works in the 1970 edition of the American Institute of Architects directory. Before the school opened in 1962, a newspaper article reported that the school had large “flexible” classrooms that could be turned into smaller spaces with folding partitions. At the time, the adaptable classroom was lauded as “one of the most important trends in modern school construction throughout the country,” (Sacramento Bee 1960 Sep 20; American Institute of Architects 1970: 923; Sacramento Bee 1962 Apr 17).
Another one of Tomich’s principal designs was the 1965 design for the auditorium for Hiram Johnson High School in Sacramento, which was completed in 1968. Tomich worked on the school’s initial design while working for Charles F. Dean, and it was and approved just before Dean’s death in 1956 (American Institute of Architects 1970: 923; Sacramento Bee 1965 May 4; Sacramento Bee 1968 May 19; Sacramento Bee 1968 May 19; Sacramento Bee 1956 July 2).
Tomich continued to work into the 1980s designing schools and churches. His last firm which he formed in 1973 with a former employee, Henry F. Lee to form Tomich and Yee, Architects and Planners, Inc. designed the Trajan Elementary School for the San Juan Unified School District in 1979. Tomich died in 2001 at the age of 89 (Sacramento Bee 1981 Sep 3; Sacramento Bee 1973 Jun 17; Sacramento Bee 1979 Sep 18; Sacramento Bee 1982 Sep 27; Findagrave.com 2018).
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Page 14 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update Mansard Style Architecture Mansard Style architecture is a mid-twentieth century interpretation of the Second Empire style that was popular from 1855-1885. Both styles featured a tall, slope sided, flat roofs, but first iteration of the style used the tall roof as another floor of living space or an attic and almost always featured dormer windows. The roofs on the modern interpretation of the style are generally cosmetic, not functional, and if windows are present, they are usually recessed. Because much of the building exterior is clad in roofing material rather than other building materials, the Mansard style is less expensive to build than many other style and was popular for apartment and commercial buildings, but ultimately fell out of fashion in the 1980s (McAlester 2013: 317-318, 330, 687-688, 692; Pennsylvania Historical & Museum Commission 2018).
California Register of Historical Resources (CRHR) Evaluation CRHR 1 Under CRHR Criterion 1, neither Building A on the Casa Roble Fundamental High School campus, nor the campus as a whole, are not significant because they are not associated with events that have made a significant contribution to the broad patterns of local or regional history or the cultural heritage of California or the United States. The school was built in two stages: 1965-1966 and 1967, and Building A was built in the first phase. Research did not reveal that these buildings, or the other buildings completed in the first building phase had significant associations with important historic events. Rather, the buildings performed the necessary duties of a school in the post-war era. The San Juan Unified School District was created in 1960 during a time of widespread postwar / mid-twentieth century population development that drove growth and expansion in many sectors of public and commercial life throughout the country. Research did not reveal that any of the historic period buildings on this property gained significance within this context as required under these criteria.
CRHR 2 Under CRHR Criterion 2, Building A, and the campus as a whole, do not have significant associations with the lives of persons important to local, California or national history. The buildings were associated with the lives of many students and teachers, none of whom appear to have made demonstrably important contributions to history while attending or teaching at the school. Research did not reveal that any other individuals associated with the development and use of these buildings made demonstrably important contributions to history at the local, state, or national level.
CRHR 3 Under CRHR Criterion 3, neither Building A, nor the campus as a whole, are significant because they do not embody the distinctive characteristics of a type, period, region or method of construction or represents the work of a master or possesses high artistic values. All of the buildings have a cohesive, although minimal, Mansard design, primarily articulated in the roof dominated designs asymmetrical rooflines and general lack of windows. The architectural elements of the campus are modest in scale and execution and do not embody enough of the distinctive characteristics of this type of architecture, or represent an important example in the evolution of this class of architecture as required for significance under these criteria.
Although Casa Robles High School was designed using Stanford University’s school cost-saving and flexible building program called School Construction System Development (SCSD) project, this school was the fourth of 12 in the state. While the design of the schools was innovative at the time, the Casa Robles High School buildings constructed with this program have undergone several modernizations to improve use. A recent case study of four SCSD schools revealed that the flexible learning spaces were not implemented by new teachers, additions were often built in-lieu of using flexible spaces and were not constructed with the same building materials, moveable walls were removed and replaced with stationary walls, and cabinets were bolted to the walls to comply with earthquake safety codes (Lee 2016: 339-343). Casa Roble Fundamental High School has followed suit of other SCSD schools by removing all but two moveable, folding walls and replaced them with stationary walls, including all three original foldable walls located in Building A. Of the two remaining moveable, folding walls, they are larger replacement folding walls that were installed most likely in the 1980s or 1990s. Additionally, some of the original SCDC cabinets have been replaced and removed, and all of the lockers have been removed. Therefore, Building A, and the Casa Roble Fundamental High School as a whole, are not good examples of the SCSD project. Furthermore, the SCSD project is well documented in primary source materials, specifically Education Facilities Laboratories’ 1967 publication SCSD: The Project and the Schools: A Report.
Additionally, these buildings are also not significant examples of the work of a master architect. While Nicholas A. Tomich was an AIA architect and his associated firms are well-known in the Sacramento area, research did not reveal his work, or the work of any iterations of his firms, rises to the level of master architect. Tomich himself did not consider the Casa Robles High School as a principal work and Instead considered the Luther Burbank Senior High School (1963) and the Hiram Johnson Senior High School (1968) he designed in Sacramento as exemplary of his work as an architect (AIA 1970).
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Page 15 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update CRHR 4 Under CRHR 4 criterion, neither Building A, nor the campus as a whole, have yielded, or have the potential to yield, information important to the prehistory or history of the local area, California or the nation
Integrity Analysis In addition to meeting one or more of the CRHR criteria, a property must also retain a significant amount of its historic integrity to be considered eligible for listing. Historic integrity is made up of seven aspects: location, design, setting, materials, workmanship, feeling, and association.
Location is the place where the historic property was constructed or the place where the historic event took place. Building A has not been moved since their construction, so their integrity of location remains intact.
Design is the combination of elements that create the form, plan, space, and style of a property. While the exteriors of Building A, plus most of the buildings on the campus have minimal, if any, changes since their construction, the focus of the SCSD building program is on structural components, heating and cooling systems, lighting and ceilings, interior moveable partitions and folding walls, and cabinets and lockers. Because the structural components and heating and cooling systems cannot be seen from the exterior or from inside the buildings, the integrity of the interior floor plans, building materials, cabinets and lockers are the under scrutiny for this integrity criterion.
The interior of Building A has been highly modified with the removal of all three moveable, folding walls which have been replaced with stationary walls, thus eliminating the flexibility aspect of the original SCSD design. The original SCSD upper cabinets in the science classrooms have been replaced and most of the classrooms lack any SCSD cabinets.
In addition to interior changes, all of the original SCSD lockers that lined the exterior of school buildings have been removed.
The integrity of the buildings’ forms, plans, space, and styles within the context of Building A, as well as the campus as a whole, are diminished due to the collective changes from the original Stanford University SCSD design parameters implemented by architect Nicholas A. Tomich’s 1965 design. As such, the design integrity is diminished.
Setting is the physical environment of a historic property. The area surrounding Building A and the entire Casa Roble High School campus has changed minimally since building construction began in 1965. Although some residential infill has taken place, the area generally retains a semi-rural setting and feel, and therefore the buildings retain integrity of setting.
Materials are the physical elements that were combined or deposited during a particular period of time and in a particular pattern of configuration to form a historic property. As stated above the foldable walls in Building A have been replaced with stationary walls, and some of the original SCSD cabinets in Building A have been replaced. These changes are not visually consistent with the original 1965-1967 building materials or configurations, therefore, Building A does no retain integrity of materials.
Workmanship is the physical evidence of the crafts of a particular culture or people during any given period in history or prehistory. The campus was constructed using standard designs and materials that were common at the time and do not represent high levels of workmanship or craft.
Feeling is a property’s expression of the aesthetic or historic sense of a particular period of time. From the exterior, Building A, and the campus as a whole, continue to express their feeling as mid-1960s school buildings, but as discussed above, the interior spaces and materials of the SCSD designed school have been so altered that it no longer conveys the feeling of a mid-1960s SCSD school design.
Association is the direct link between an important historic event or person and a historic property. Neither Building A, nor the entire Casa Roble High School campus, have important associations with any person or event important to history.
Therefore, in addition to not meeting any of the significance criteria necessary for eligibility for listing in the CRHR, neither Building A, nor the entire Casa Roble High School campus, retain sufficient enough historic integrity to any potential period of significance (1965-1967).
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# CONTINUATION SHEET Trinomial
Page 16 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School Recorded by: H. Miller, AECOM Date: June 27, 2018 x Continuation o Update *B12. References: American Institute of Architects (AIA). 1962. American Architects Directory, 2nd Edition. New York: R.R. Bowker Co. 1970. American Architects Directory, 3rd Edition. New York: R.R. Bowker Co. Casa Roble High School 1967. Rampages [yearbook]. Graduating Class of 1967. Provided by Casa Roble Fundamental High School Library. 1968. Rampages [yearbook]. Graduating Class of 1968. Provided by Casa Roble Fundamental High School Library. 1971. Rampages [yearbook]. Graduating Class of 1971. Provided by Casa Roble Fundamental High School Library. Casa Roble Fundamental High School. Conceptual architectural rendering of Casa Roble High School. Located in Teacher’s Lounge in the AB Cafeteria Building. DLR Group. 2014. San Juan Unified School District Master Plan – Volume 11: High Schools. Educational Facilities Laboratories. 1967. SCSD: The Project and the Schools: A Report from Educational Facilities Laboratories. New York: Educational Facilities Laboratories. Findagrave.com. 2018. “Nicholas Alber Tomich.” Available at https://www.findagrave.com/memorial/38246227 (accessed June 2018). Lee, Joshua David. 2016. Questioning Modern Approaches to Flexibility: 50 Years of Learning from the School Construction Systems Development (SCSD) Project. Ph.D. Dissertation, The University of Texas at Austin. McAlester, Virginia Savage. 2013. A Field Guide to American Houses: The Definitive Guide to Identifying and Understanding America's Domestic Architecture. New York: Alfred A. Knopf. Pennsylvania Historical & Museum Commission. 2018. “Neo-Eclectic.” Available at http://www.phmc.state.pa.us/portal/communities/pa-suburbs/field-guide/neo-eclectic.html (accessed June 2018). Sacramento Bee. 1956 Jul 2. “Charles F. Dean, Capital Architect, Is Dead at 72.” 4 1957 Jul 20. “Satterlee, Tomich Change Name of Firm.” 57. 1960 Sep 20. “Plans For City’s Fourth High School Win Okeh.” 23. 1962 Apr 17. “’Flexible” Teaching Areas Get Okeh.” 15. 1962 Nov 9. “Bella Vista High School Dedication Is Slated.” A3. 1965 May 4. “Architecture Firm is Chosen.” 28. 1965 Oct 26. “San Juan Trustees Will Hear Finance Study Plan.” 30. 1966 Oct 18. “Casa Roble High School Is Opened.” 46. 1967 Jun 4. “High School Campus.” 73. 1968 May 19. “New Hiram Johnson Auditorium Will Be Another Place to Go.” 126. 1973 Jun 17. “Tomich and Yee Form Architectural Firm.” 92. 1979 Sep 18. “School Architect May Be Named.” 19. 1981 Sep 3. “Lending A Hand For Seniors.” 78. 1982 Sep 27. “Public Notice No. 595, Notice to Contractors, Bid 81-127.” 20 Sandul, Paul and Tory Swim. 2006. Images of America: Orangevale. San Francisco, CA: Arcadia Publishing. San Juan Unified School District. 2018. “Our Schools.” Available at https://www.sanjuan.edu/domain/4321(accessed June 2018). Tomich, Nicholas A. 1965 Jul 22. Casa Roble High School: Site Development Plan. United States Geological Survey (USGS). 1980. Folsom, Calif. Topographic Map, scale 1:24000. University of California Santa Barbara (UCSB) Aerial Photography Collection. 1971. Flight CAS-3069, frame 6-5.
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State of California – The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# LOCATION MAP Trinomial
Page 17 of 26 *Resource Name or # (Assigned by recorder) United States Gypsum Facility, Fremont *Map Name: Folsom, Calif. *Scale: 1:24,000 *Date of map: 1980
Casa Roble High School property outlined in red.
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Page 18 of 26 *Resource Name or #: Building A at Casa Roble Fundamental High School
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57 Attachment B
Attachment 2 Ambient Noise Monitoring Results
58 Attachment B
PUBLIC ANNOUNCEMENT (PA) SYSTEM, CASA ROBLE FUNDAMENTAL HIGH SCHOOL AMBIENT NOISE MONITORING RESULTS
EXISTING NOISE SOURCES
The existing noise environment in the vicinity of the project site is influenced primarily by surface transportation, but also includes contributions from the school PA (public address) system. Vehicle traffic noise levels are attributed primarily to Oak Avenue along the southern border of the school.
NOISE-SENSITIVE LAND USES
Noise-sensitive land uses are those uses for which quiet is an essential element of the purpose of the subject land use. Residential uses are of primary concern because of the potential for increased and prolonged exposure of individuals to both interior and exterior noise levels. Schools, places of worship, hotels, libraries, and other places where low interior noise levels are essential are also considered noise-sensitive land uses. Parks, historic sites, cemeteries, and recreation areas are also considered sensitive to increases in exterior noise levels.
Off-Site Sensitive Land Uses
Noise-sensitive land uses closest the two school buildings that are going to be demolished and replaced with one larger building include a residence located approximately 100 feet from the western boundary of the school, and the residences located approximately 100 feet from the southern boundary of the school, south of Oak Avenue, as well as residences at greater distances to the north and east of the project site.
AMBIENT NOISE LEVEL SURVEY
Ambient noise surveys were conducted on August 21, 2018, to document the noise environment and noise sources. Dominant sources of ambient noise identified in the ambient noise sources consisted of local and distant traffic, and natural sources (wind, birds, etc.).1 Ambient noise level survey locations are shown in Exhibit 1. The results at each ambient noise level measurement location are summarized in Table 1. Average daytime hourly noise levels documented during the measurements ranged from approximately 51 to 66 dBA Leq, with maximum noise levels between 67 and 83 dBA Lmax.
1 Short-term 15-minute and continuous 24-hour long-term measurements of ambient noise levels were taken in accordance with applicable ANSI standards at four locations using Larson Davis Laboratories (LDL) Models 820 and 824 precision integrating sound level meters. The sound level meters were calibrated before and after use with an LDL Model CAL200 acoustical calibrator to ensure measurement accuracy. The equipment used meets all pertinent ANSI specifications for Class 1 sound-level meters (ANSI S1.4- 1983[R2006]).
AECOM Ambient Noise Monitoring Results 1 San Juan Unified School District
59 Buildings that will be replaced. Attachment B
60 Source: AECOM 2018 Exhibit 1. Ambient Noise Measurement Sites
AECOM Ambient Noise Monitoring Results 2 San Juan Unified School District Attachment B
Table 1. Summary of Measured Noise Level Survey Results – August – 21, 2018 Average Measured Hourly Noise Levels, dBA Start Site Noise Sources Time Daytime Duration (7 a.m.-10 p.m.)
Leq Lmax ST-01 Western Boundary, 90 feet from the Distant Traffic on Oak Avenue, 15 08:35 52.2 72.6 Without School Building. Morning Peak Hour Traffic. Minutes PA ST-01 Western Boundary, 90 feet from the PA System and Distant Traffic on 15 09:13 51.4 66.8 With PA School Building. Oak Avenue Minutes Southern Boundary, along Oak Avenue, 15 ST-02 Traffic on Oak Avenue 08:54 66.0 82.7 50 feet from Oak Avenue Centerline. Minutes
Notes: dBA = A-weighted Decibel; Leq = Equivalent Noise Level; Lmax = maximum instantaneous noise level during a specific period of time; ST= Short Term. Source: Data compiled by AECOM in 2018
PA SYSTEM NOISE LEVEL
Noise levels were measured during the public announcement at ST-01. Public announcements are scheduled at the end of each class period, and at the beginning of the next period. The timetable of the announcements was provided to AECOM by the school administration on the day of the noise measurement. The measurement was taken during the 09:17 and 09:25 announcements, which also included music play for three minutes between 09:22 to 09:25. Measured noise levels during the PA system use are shown in Exhibit 2 and Exhibit 3. Exhibit 2 shows the noise levels measured for every second during the announcements. As shown, the noise levels during the public announcement reached approximately 63 dBA Leq (Exhibit 2). However, during the one minute period, the PA system noise level averaged to 59 dBA Leq. Exhibit 3 shows the noise levels averaged over one minute during the announcements.
AECOM Ambient Noise Monitoring Results 3 San Juan Unified School District
61 PUBLIC Announcement (PA) System, CASA ROBLE FUNDAMENTAL HIGH SCHOOL 70
65
60
55
50
45 Every Second Sound Every Level ( Leq,dBA)
40 9:13:34 9:13:53 9:14:12 9:14:31 9:14:50 9:15:09 9:15:28 9:15:47 9:16:06 9:16:25 9:16:44 9:17:03 9:17:22 9:17:41 9:18:00 9:18:19 9:18:38 9:18:57 9:19:16 9:19:35 9:19:54 9:20:13 9:20:32 9:20:51 9:21:10 9:21:29 9:21:48 9:22:07 9:22:26 9:22:45 9:23:04 9:23:23 9:23:42 9:24:01 9:24:20 9:24:39 9:24:58 9:25:17 9:25:36 9:25:55 9:26:14 9:26:33 9:26:52 9:27:11 9:27:30 9:27:49 9:28:08 9:28:27 21-Aug-18 Date & Time Attachment B
Source: AECOM 2018 Exhibit 2. Every Second Measured Noise Levels before and during Public Announcement 62
AECOM Ambient Noise Monitoring Results 4 San Juan Unified School District PUBLIC Announcement (PA) System, CASA ROBLE FUNDAMENTAL HIGH SCHOOL 61.0
59.0 59.0
57.0 56.8 57.0 56.2
55.0 54.1 53.5 53.0 53.2
51.0 51.0 50.5 50.050.1 49.8 49.5 49.5 49.0 49.2 49.0 48.7 48.7 48.7 48.6 48.3 48.5 48.4 48.5 48.0 Every Minute Sound Every (Leq, dBA)Level 47.747.847.8 47.7 47.7 47.5 47.4 47.0 47.0
45.0 9:13:34 9:14:00 9:15:00 9:15:26 9:15:18 9:15:44 9:16:10 9:16:36 9:17:02 9:17:28 9:17:54 9:18:20 9:18:46 9:19:12 9:19:38 9:20:04 9:20:30 9:20:56 9:21:22 9:21:48 9:22:14 9:22:40 9:23:06 9:23:32 9:23:58 9:24:24 9:24:50 9:25:16 9:25:42 9:26:08 9:26:34 9:27:00 9:28:00 21-Aug-18 Date & Time Attachment B
Source: AECOM 2018
63 Exhibit 3. Every Minute Measured Noise Levels before and during Public Announcement
AECOM Ambient Noise Monitoring Results 5 San Juan Unified School District SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: __E-7___ BOARD OF EDUCATION MEETING DATE: 10/09/2018 SUBJECT: Visions in Education Memorandum of Understanding First Amendment For Discussion: For Action: Report: DEPARTMENT: Admissions and Family Services Workshop: Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending that the board approve the First Amendment to Memorandum of Understanding (“MOU”) between San Juan Unified School District (hereinafter “district”) and Visions In Education (“VIE”) Charter School.
RATIONALE/BACKGROUND: Visions In Education’s charter is in its 19th year of operation. VIE provides an alternative non-classroom based 9-12 independent study program and a K-12 home school academy. The charter school was reauthorized by the district on August 22, 2017, contingent upon the approval of a MOU, for a term of five years beginning July 1, 2018 through June 30, 2023. The MOU was approved by the district on June 12, 2018. The MOU defines the financial and operational relationship between VIE and the district and resolves other matters of mutual interest. The MOU covers the period of July 1, 2018 through June 30, 2021. It is the intent of the MOU that VIE not be a fiscal burden to the district.
Due to the significant financial reserve held by the district until the audited confirmation of the VIE cash balance, VIE has requested that the district amend the MOU to transfer an additional $4 million ($4,000,000) of their funds held by the district to the VIE bank account managed by SCOE no later than October 15, 2018. Staff believes this request to be reasonable and possess no risk to the district.
In order to prepare this First Amendment to the VIE Memorandum of Understanding documents for the Board of Education review and approval, several district staff members reviewed this document for compliance with the district’s Board Policy 0420.4 (Charter Schools) and found this to be in compliance.
ATTACHMENT: A: First Amendment to Memorandum of Understanding
BOARD COMMITTEE ACTION/COMMENT: N/A
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 10/01/2018
FISCAL IMPACT: LCAP/STRATEGIC PLAN: Current Budget: N/A Goal: N/A Focus: N/A Additional Budget: N/A Action: N/A Funding Source: N/A (Unrestricted Base, Supplemental, other restricted, etc.) Strategic Plan: N/A Current Year Only On-going
PREPARED BY: Michele Flagler, Director, Admissions and Family Services
APPROVED BY: Debra Calvin, Ed.D., Assistant Superintendent, Educational Services Kent Kern, Superintendent of Schools
SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: __E-8___ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Approval of New Member to the Community Advisory Committee (CAC) for Special Education CHECK ONE: For Discussion: For Action: Report: DEPARTMENT: Special Education Workshop: Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending that the board approve the following member to the Community Advisory committee (CAC) for Special Education: Tina Cooper.
RATIONALE/BACKGROUND: The Board of Education approves members to the Community Advisory Committee for Special Education in accordance with Education Code Sections 56190-56193. The committee’s bylaw specifies that the membership shall represent parents, staff and the community
BOARD COMMITTEE ACTION/COMMENT: N/A
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 10/01/2018
FISCAL IMPACT: LCAP/STRATEGIC PLAN: Current Budget: $ N/A Goal: N/A Focus: N/A Additional Budget: $ N/A Action: N/A Funding Source: N/A (Unrestricted Base, Supplemental, other restricted, etc.) Strategic Plan: ___N/A______Current Year Only On-going
PREPARED BY: Matthew Patterson, Director, Special Education
APPROVED BY: Debra Calvin, Ed.D., Assistant Superintendent, Educational Services Kent Kern, Superintendent of Schools
SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: __E-9___ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Kaiser Permanente Community Benefit Grants Program CHECK ONE: 2018-2019 For Discussion: For Action: Report: Workshop: DEPARTMENT: Grants Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending that the board approve the implementation of the following grant: • Kaiser Permanente Community Benefit Grants Program 2018-2019
RATIONALE/BACKGROUND: The Kaiser Permanente Community Benefit Grant will provide funds to San Juan Unified School District’s White House Counseling Center for promoting mental wellness in the community. Funds will be used for community outreach and mental health education in students, families, and beyond to the greater Sacramento population.
BOARD COMMITTEE ACTION/COMMENT: N/A
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 10/01/2018
FISCAL IMPACT: LCAP/STRATEGIC PLAN: Current Budget: $71,000.00 Goal: 2 Focus: 2, 3, 4 Additional Budget: $20,000.00 Action: 5 Funding Source: Kaiser Permanente Strategic Plan: 1 and 2 (Unrestricted Base, Supplemental, other restricted, etc.) Current Year Only On-going
PREPARED BY: Robyn Caruso, Program Specialist, Grants Office
APPROVED BY: Trent Allen, Senior Director, Community Relations Kent Kern, Superintendent of Schools SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: __E-10__ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: California Fertilizer Foundation School Garden Grant CHECK ONE: Program - Cameron Ranch 2018-2019 For Discussion: For Action: Report: Workshop: DEPARTMENT: Grants Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending that the board approve the implementation of the following grant: • California Fertilizer Foundation School Garden Grant Program - Cameron Ranch 2018-2019
RATIONALE/BACKGROUND: The California Fertilizer Foundation School Garden Grant will provide funds to Cameron Ranch Elementary School to enhance their existing garden. The money from this grant will be spent on new raised garden beds, compost, mulch, seeds, seedlings, bulbs, biodegradable planting pots, additional plastic sheeting, gravel and bark to be added to garden paths and boxes. The California Fertilizer Foundation’s goal is to increase children’s understanding and awareness of agriculture through school gardens, and, in so doing, enhance existing curriculum in the classroom.
BOARD COMMITTEE ACTION/COMMENT: N/A
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 10/01/2018
FISCAL IMPACT: LCAP/STRATEGIC PLAN: Current Budget: $0.00 Goal: 2 Focus: 1 Additional Budget: $1,200.00 Action: 5 Funding Source: California Fertilizer Foundation Strategic Plan: 1 and 2 (Unrestricted Base, Supplemental, other restricted, etc.) Current Year Only On-going
PREPARED BY: Robyn Caruso, Program Specialist, Grants Office
APPROVED BY: Trent Allen, Senior Director, Community Relations Kent Kern, Superintendent of Schools SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: _ G-1____ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: 2018 Summer Learning Programs CHECK ONE: For Discussion: For Action: Report: DEPARTMENT: Division of Teaching and Learning Workshop: Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending that the board review the various pre-K-12 grade programs offered during the summer of 2018.
RATIONALE/BACKGROUND: The purpose of this report is to provide detailed information regarding two programs, Camp Kinder and Math Camp. Each of these programs were built on ideas and concepts we have been discussing and cultivating during the last few years to support our students who show the greatest needs. Details outlining all of the summer programs will be provided, and staff will be available to respond to questions. Our goal is to review, revise and implement summer programs that continue to engage and improve student learning.
ATTACHMENTS: A: PowerPoint presentation B: List of All 2018 Summer Programs C: High School Summer School Credit Breakdown D: Math Camp Enrollment E: Math Camp Student Feedback Letters
BOARD COMMITTEE ACTION/COMMENT: Curriculum and Standards Committee: 10/03/2018
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 10/01/2018
FISCAL IMPACT: LCAP/STRATEGIC PLAN: Current Budget: $562,845 (base & sup.) & $738,204 (sup., Title I & III) Goal: 1 Focus: 5 Additional Budget: $ Action: 50-60 Funding Source: (Unrestricted Base, Supplemental, other restricted, etc.) Strategic Plan: 1 & 4 Current Year Only On-going
PREPARED BY: Rick Messer, Assistant Superintendent, Secondary Education Brett Wolfe, Director, CTE, K-12 Counseling and College/Career Readiness
APPROVED BY: Kent Kern, Superintendent of Schools Attachment A
San Juan Unified School District Summer Learning Programs 2018
Presentation to the Board of Education on October 9, 2018
Rick Messer, Assistant Superintendent, Secondary Education Brett Wolfe, Director, CTE, K‐12 Counseling and College/Career Readiness Stacey Hernandez, Program Specialist Arlynn Goode, Teacher on Special Assignment (TOSA)
Summer Learning Programs 2018 • Academic Support
• Academic Intervention
• Enrichment
• Prevention
• Student Health and Well‐Being
• Programs and Support 2
1 From Planning to Action: Next Steps From 2017
• Redesigned JumpStart and Booster programs
• Coordinated calendars
• Enhanced coordination of extended learning and summer programs
Encouraged innovation • 3
Math Camp 2018
• History • Summer 2016 • 9th Grade JumpStart & Booster
• Summer 2017 • 6th Grade JumpStart • 9th Grade JumpStart and Booster
• Summer 2018 • 3rd, 6th and 9th Grade Math Camp 4
2 Math Camp 2018
• Growth Mindset and Summer Learning
Math Camp has a focus on growth mindsets. Students will be encouraged to grow their brains and mathematical thinking through positive messages and reflection about learning math. Math Camp is also designed for students to work on open tasks to build collaborative skills and push their thinking beyond grade level standards. Teams will work together to complete and present a project.
5
Math Camp 2018
• Sites • Grade 3 •Grand Oaks, Kingswood, Whitney •6 teachers, 140 enrolled, 71 attended • Grade 6 •Arden, Barrett, Carnegie, Encina, Sylvan •8 teachers, 186 enrolled, 96 attended • Grade 9 •Bella Vista, Casa Roble, Del Campo, Encina, Mesa Verde, Mira Loma, Rio Americano, San Juan •11 teachers, 283 enrolled, 184 attended 6
3 Math Camp 2018
• Group Projects • Designing a game • Building collaboration • Fun safe playground
7
Math Camp 2018 • Group Projects
8
4 Math Camp 2018 •Student Feedback
9
Math Camp 2018 • Student Feedback
10
5 Math Camp 2018 • Teacher Feedback
• “The Math Camp curriculum was very thoughtfully planned and included a wide variety of high interest math activities.”
• “The kids really enjoyed the number talks and the games! They REALLY loved creating their own game.”
• “The 3‐5 grade curriculum was engaging and creative. It encouraged students to think deeply about math and have productive struggle with difficult problems.”
• Voices from the field: 11 •David Reeves, 8th grade teacher, Carnegie Middle School
Math Camp 2018 • Performance Data • Grade 9 •140/184 are not taking IM1 Support (76%)
• IXL Math ‐ Grade 6 and 9 ‐During small group instruction • 182,256 total problems completed • 1,680 total hours • Practiced 6,560 skills, proficiency of 3,200 skills and mastery 1,363 times • Students averaged 17 proficient skills and 7 12 mastered skills
6 Math Camp 2018: Next Steps
• Track Math Camp student data throughout the year • Communicate at March conferences • Refine curriculum • Teacher recruitment • Parent communication by teacher just prior to 1st day • Professional learning
13
Social Emotional Skills Routines and Procedures Building Independence
JULY 30 – AUGUST 9, 2018
Camp Kinder • A San Juan Unified School District
Kindergarten Readiness Program 14 • Growth From the Inside Out
7 Camp Kinder 2018
• 2017 Camp Kinder Pilot –1 site • 2018 Camp Kinder –4 sites and 62 students • Starr King –14 students • Del Paso Manor –16 students • Thomas Kelly –15 students • Lichen –17 students
• 2018‐19 matriculation • 13 elementary sites 15
Camp Kinder 2018
• Targeted students • Entering Kindergarten students who did not get the benefit of attending preschool
• Goals of Camp Kinder • Routines • Procedures • Expectations • Self‐regulation • Communication • Social emotional skills 16
8 Camp Kinder 2018 • Parent education • Parent orientation • Parent engagement session •Reading tips •Hands‐on math activities •Fiction and nonfiction books • Parent observation • Routines at home • School attendance • Parent/teacher communication
• Goal setting 17 • Parent surveys
Camp Kinder 2018: Next Steps • Track students throughout the year • Expand student participation at sites • Use feedback from teachers and parents to modify program for the summer of 2019
18
9 Summer Learning Programs 2018: Next Steps • Track data
• Refine existing programs
• Coordinate calendars
• Enhance coordination of extended learning and summer programs
• Encourage innovation 19
10 2018 Summer School Programs
Number of Summer Programs Sites Program Summary Students Served Academic Support Programs English Learner (Refugee/Immigrant) & • Serves up to 1000 1st-5th grade elementary English Learners (Refugee/Immigrant/Title 1/ELL) Edison, Howe, Kingswood, Mariposa, Whitney 649 Title 1 CAMP INVENTION • Infusing English Language Development and Literacy into a Project Based Learning enrichment program High School English Learner Newcomer • Serves 30-50 secondary students who are English Learners (9-12) - Encina, Will Rogers 276 Program • English language development support PUERTAS (6-10) - El Camino, Encina, San Juan • Serving 120 incoming 6th-10th grade, Long Term English Learners and newly reclassified students 144 (Long Term English Learners) (Autism Preschool) - Cameron Ranch, Garfield, Marshall Special Education Extended Year (K-5) - Cameron Ranch, RRC/Starr King, Orangevale • Students recommended for extended school year via their Individualized Educational Plan (IEP) 800 Open (6-12) - Del Campo (9-12) - La Vista, Laurel Ruff Special Education - Home and Hospital Individual Home Visits • Serves special education students currently in Home and Hospital Academic Intervention Programs (9-12) - No Incoming 9th graders • Serves 1660+ students High School Credit Recovery & Will Rogers (independent study) • Credit recovery Attachment C Independent Study Del Campo (seat based credit recovery) • Students at-risk of not graduating • Credit recovery and acceleration courses Charter School Credit Recovery Choices Charter School at Billy Mitchell campus • 1st priority - Choices Charter students 81 • 2nd priority - San Juan Unified School District students as space is available (Incoming 10th-12th) - Bella Vista, Casa Roble, Del • Grade improvement for students with a D High School Intersession (APEX) Campo, El Camino, Encina, Mesa Verde, Mira Loma, Attachment C • Credit recovery for students with a F Rio Americano, San Juan • Summer Math Camp for incoming 3rd graders to boost math skills before school starts Math Camp - Elementary (Incoming 3rd) - Grand Oaks, Kingswood, Whitney Attachment D • Teacher professional development will be a 1 day/4 hour training during week of July 16th (Incoming 6th) - Arden, Barrett, Carnegie, Encina, • Tier III math support for identified incoming 6th graders (middle school and K-8) Math Camp - Middle Years Attachment D Sylvan • Teacher professional development will be a 1 day/4 hour training during week of July 16th (Incoming 9th) - Bella Vista, Casa Roble, Del Campo, • High school based IM 1 intervention for incoming 9th graders to support students with C/D, 55-60 percentile in Math Camp - High School El Camino, Encina, Mesa Verde, Mira Loma, San MAP Attachment D Juan • Teacher professional development will be a 1 day/4 hour training during week of July 16th • Foster youth credit recovery provided at Choices Charter by referral from high school Foster Youth Support (9-12) - Choices Charter • Serving foster youth who are provided with temporary shelter at Children's Receiving Home Enrichment Programs • Grades K-1: 20 students, grades 2-8: 80 students • Music, art, dance and drama every day, customized curriculum for every grade level, camp t-shirt and all materials Arts Explosion (K-8) - Will Rogers included 56 A Camp for Creativity • Culminating themed performance (K-8) • Fee-based: K-1 $190, grades 2-8 $260 • Serves up to 320 students • Summer enrichment program with a focus on hands-on activities that reinforce 21st Century skills • Organized recreation activities Bridges After School Summer Program Grand Oaks, Kingswood, Mariposa, Starr King 213 • A $30 registration fee and a $30-$50 participation fee are due upon enrollment into the program • Participation fee is determined using a sliding scale and is based on the students' free/reduced lunch eligibility • Scholarships are available by calling Debbie Timpson at 971-5933 • Serving 800+ students • Environmental education program Camp Winthers Camp Winthers 800+ • Recreation includes hiking, swimming, boating, archery, campfires and skits • Fee-based
11 2018 Summer School Programs
Number of Summer Programs Sites Program Summary Students Served
• Serving 1400+ students • Enrichment curriculum with extended learning that is enhanced by basics of the Common Core State Standards 43 classrooms located on elementary campuses Discovery Club (ECE) • Certificated, experienced teachers 1,500 throughout the District • Activities will include science, art, literature, math, outdoor activities, field trips and more • Summer theme "Hooray for Heroes"
• Mesa's Learning Supports Team (LST) transition focus for incoming 9th graders is to increase student’s academic confidence, preparedness and knowledge of transitioning to high school Mesa Verde High School 9th Grade • Program will assist with building community connections for incoming 9th grade students by working with their (Incoming 9th) - Mesa Verde Transition Program future teachers and staff in enriching, fun, student-centered rotations • Students who complete the summer program will gain skills specifically on communication, decision making and empathy
• Serving 30-60 students (ages 8-13) Sports School San Juan • Fitness, individual and team sport activities 61 • Fee-based: $245 per student Youth Culture and Leadership Program Various • Grant funded Prevention • For San Juan Unified School District students entering kindergarten in 2018-19 school year with no pre-school or school Camp Kinder Dyer Kelly, Starr King, Thomas Kelly experience 62 • No transportation provided Early Learning Academy (ECE) Billy Mitchell/Choices • Full day pre-school Davie Center, Dyer Kelly, Howe Ave, Ralph First Five Summer Camp Academy (ECE) • Kindergarten readiness 96 Richardson Cameron Ranch, Del Campo, Grand Oaks, Howe Summer Fun Café Ave, Kingswood, Mariposa, RRC/Starr King, Thomas • All children 0-18 years of age receive a lunch for free Edison, Whitney Immunization Clinic San Juan Central • Immunizations White House Counseling White House Center • Ongoing counseling and mental health services • Summer bridge program designed for incoming 12th grade students from all high schools who participate in United College Action Network UCAN Del Campo • The summer retreat provides students an opportunity to create college portfolios in preparation for the Historical Black Colleges and Universities (HBCU) recruitment fair in September
12 Attachment C Division of Teaching and Learning Summer School 2018 Credit bearing classes - excluding extended year (special education)
Summer School was offered at:
• Bella Vista, Casa Roble Fundamental, Del Campo, El Camino Fundamental, Encina Preparatory, Mesa Verde, Mira Loma, Rio Americano and San Juan High School - intersession blended learning • Del Campo High School - traditional seat-based and blended learning • Will Rogers Middle School - independent study and online
Bella Vista, Casa Roble Fundamental, Del Campo, El Camino Fundamental, Encina Preparatory, Mesa Verde, Mira Loma, Rio Americano and San Juan
Intersession (blended learning), 16 teachers, 344 students earned credits (grades A-D) American Government 10 Integrated Math 1 43 Art 1 5 Integrated Math 2 40 Biology, Semester 1 1 Integrated Math 3 4 College Prep Elective 10 Multi-Cultural Studies 4 Economics 9 Pre-Calculus, Semester 1 4 English 1 63 PE 2 1 English 2 42 Psychology 4 English 3 18 US History, Semester 1 10 English 4 8 US History, Semester 2 11 Health 45 World History, Semester 1 26 World History, Semester 2 14
Del Campo High School (traditional seat-based and blended learning classes)
Session One, 19 teachers, 535 students earned Session Two, 17 teachers, 407 students earned credits (grades A-D) credits (grades A-D) Biology, Semester 1 57 Biology, Semester 2 38 Earth Science, Semester 1 24 Earth Science, Semester 2 13 English 1 49 English 1 38 English 2 25 English 2 13 Integrated Math 1, Semester 1 128 Integrated Math 1, Semester 2 126 Integrated Math 2, Semester 1 20 Integrated Math 2, Semester 2 36 Integrated Math 3, Semester 1 16 Integrated Math 3, Semester 2 12 PE 2 171 PE 2 108 Plane & Solid Geometry, Semester 1 1 Plane & Solid Geometry, Semester 2 1 US History, Semester 1 3 Pre-Calculus, Semester 2 1 World History, Semester 1 23 World History, Semester 2 11
13 Will Rogers Middle School (independent study and online classes)
Session One, 15 teachers, 549* students earned Session Two, 14 teachers, 347* students earned credits (grades A-D) credits (grades A-D) American Government 30 American Government 32 Art 1 2 Art 1 5 College Prep Elective 9 College Prep Elective 15 Directed Project – Elective 9 Directed Project – Elective 5 Economics 69 Economics 28 English 1 38 English 1 15 English 2 23 English 2 15 English 3 19 English 3 20 English 4 9 English 4 3 Health 254 Health 138 Multi-Cultural Studies 9 Integrated Math 3, Semester 2 1 Psychology 7 Multi-Cultural Studies 8 US History, Semester 1 19 Psychology 6 US History, Semester 2 3 Spanish 1 1 World History, Semester 1 36 US History, Semester 1 6 World History, Semester 2 13 US History, Semester 2 11 World History, Semester 1 11 World History, Semester 2 27
*427 students earned credits online through APEX *270 students earned credits online through APEX
14 Attachment D Division of Teaching and Learning Math Camp Summer School 2018 Non-credit bearing classes
Math Camp Summer School was offered at:
• Grand Oaks, Kingswood and Whitney Elementary - incoming 3rd graders • Andrew Carnegie, Arden, Encina, John Barrett and Sylvan Middle School - incoming 6th graders • Bella Vista, Casa Roble Fundamental, Del Campo, El Camino Fundamental, Encina Preparatory, Mesa Verde, Mira Loma and San Juan High School - incoming 9th graders
Elementary, (seat-based classes) 6 teachers, 140 students enrolled, 71 students attended
Grand Oaks 19 Kingswood 38 Whitney 14
Middle School, (seat-based classes) 8 teachers, 186 students enrolled, 96 students attended
Andrew Carnegie 12 Arden 35 Encina 6 John Barrett 22 Sylvan 21
High School, (seat-based classes) 11 teachers, 283 students enrolled, 180 students attended
Bella Vista 54 Casa Roble 14 Del Campo 34 El Camino 22 Encina 6 Mesa Verde 24 Mira Loma 6 San Juan 20
15 Attachment E
16 17 SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: G-2 BOARD OF EDUCATION MEETING DATE: 10/09/2018 SUBJECT: Increase in Statutory Developer Fees CHECK ONE: For Discussion: For Action: Report: Workshop: Recognition: DEPARTMENT: Facilities Emergency Action:
ACTION REQUESTED: The superintendent is recommending the board hold a public hearing for comment and to adopt Resolution 2919 to adopt a developer fee justification study, adoptions of findings thereon, adopt an increase in statutory developer fee rates pursuant to Education Code section 17620, and to declare the change in fees to be exempt from the provisions of the California Environmental Quality Act (CEQA). Anticipated action: October 9, 2018.
RATIONALE/BACKGROUND: At the May 24, 2016, meeting, the board adopted new fee rates of $3.48 per square foot of residential, $0.56 per square foot of commercial/industrial development, and $0.22 per square foot for rental self-storage. These were based on the findings from the March 2015 Developer Fee Justification Study.
On January 24, 2018, the State Allocation Board (SAB), as provided in Government Code section 65995, increased the maximum allowable fees to $3.79 per square foot of residential construction and $0.61 per square foot of commercial/industrial construction.
Education Code section 17620 (AB 2926, Chapter 887/Statutes 1986) provides that “the Governing Board of any school district is authorized to levy a fee, charge, dedication, or other forms of requirement against any development project for the construction or reconstruction of school facilities.” To levy and collect developer fees, a school district must show the correlation (or “nexus”) between new residential, commercial and industrial development and the need for new or reconstructed school facilities.
Developer fees were originally established in 1987 with a maximum fee of $1.50 per square foot of new residential construction and $0.25 per square foot of new commercial/industrial construction. This maximum amount is reviewed and adjusted every two years by the SAB. The SAB raised the maximum fee at its January 2018 meeting to $3.79 per square foot of residential construction and $0.61 per square foot of commercial/industrial construction. The San Juan Unified School District (SJUSD) currently levies $3.48 per square foot of residential construction and $0.56 per square foot of commercial/industrial construction, and $0.22 per square foot for rental self-storage development.
Developer fees may be used to finance new schools and equipment and to reconstruct existing facilities in order to maintain adequate school facilities for district students. Other appropriate uses of developer fees include, but are not limited to: interim housing, site acquisition, replacement of aged or inadequate portable classrooms, and housing for class size reduction. Up to three percent of the fees collected may be used to defray the administrative costs incurred by the district in collecting these fees. Uses of the fees that are specifically prohibited by law include: regular or routine maintenance of facilities, asbestos abatement incidental to construction or reconstruction, and deferred maintenance programs.
SchoolWorks was retained by the district to prepare a Developer Fee Justification Study to identify if the district could meet the nexus tests necessary to levy the current state maximum developer fee rates. Upon completion of the study, SchoolWorks found the district met the nexus tests to collect the maximum fees. A summary of these findings is provided below:
Establishment of a Cost Nexus The district will collect fees on new residential and commercial/industrial development to fund the construction
and/or reconstruction of school facilities to serve students generated by such projects. The district has undertaken significant reconstruction and modernization projects to serve development and improve existing facilities. Additionally, the cost for providing these facilities exceeds the amount of developer fees to be collected. It is clear when educational facilities are provided for students generated by new residential, commercial and industrial development, the cost of new facilities exceeds developer fee generation, thereby establishing a cost nexus. The Developer Fee Justification Study found each square foot of residential construction creates a school facilities cost of $4.40 (current state maximum fee is $3.79), each square foot of non-rental self-storage commercial/industrial creates a school facilities cost exceeding the maximum fee of $0.61 per square foot, and rental self-storage creates a school facilities cost of $0.04 per square foot.
Establishment of a Benefit Nexus Students generated by new residential, commercial and industrial development will be attending the district’s schools. Housing district students in new and/or reconstructed facilities will directly benefit those students from the new development projects upon which the fee is imposed; therefore, a benefit nexus exists.
Establishment of a Burden Nexus The generation of students by new development will create a need for additional and/or reconstructed school facilities. The district must carry the burden of constructing new facilities required by the students generated by future development, and the need for facilities will be, in part, satisfied by the levying of developer fees; therefore, a burden nexus exists.
California Environmental Quality Act (CEQA) Education Code section 17621 specifically exempts fees pursuant to Education Code section 17620 (statutory developer fees) from the provisions of the CEQA. Therefore the district is not required to conduct any environmental review for this action. If the board adopts the proposed fee, staff will file the attached Notice of Exemption (NOE) with the county for a 30-day public posting, which will trigger a 35-day statute of limitations for any litigation under CEQA challenging the fee adoption. If no NOE is filed, the statute of limitations would be 180 days from the date of approval.
ATTACHMENTS: A: Resolution B: Notice of Exemption From CEQA C: Developer Fee Justification Study D: Developer Fee Presentation
BOARD COMMITTEE ACTION/COMMENT: Facilities Committee: 09/04/2018; 10/02/2018
Superintendent’s Cabinet: 10/01/2018
PREVIOUS STAFF/BOARD ACTION: The board initiated the fee program on January 27, 1987, and renewed fee increases on April 26, 1988, April 11, 1989, August 28, 1990, April 27, 1993, April 26, 1994, May 14, 1996, May 12, 1998, March 28, 2000, February 26, 2002, May 12, 2015, and May 24, 2016.
FINANCIAL DATA: If approved, developer fees will increase to $3.79 per square foot from $3.48 per foot for residential construction and to $0.61 per square foot from $0.56 per square foot for commercial/industrial construction. Fees for rental self-storage will decrease to $0.04 per square foot from $0.22 per square foot.
PREPARED BY: Brett Mitchell, Director, Facilities, Construction & Modernization
APPROVED BY: Frank Camarda, Assistant Superintendent, Operations, Facilities and Transportation Kent Kern, Superintendent of Schools
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RESOLUTION NO. 2919
RESOLUTION BEFORE THE GOVERNING BOARD OF THE SAN JUAN UNIFIED SCHOOL DISTRICT TO INCREASE LEVEL I DEVELOPER FEES
WHEREAS, Education Code section 17620 authorizes school districts to levy a fee, charge or dedication against new construction within its boundaries for the purpose of funding the construction or reconstruction of school facilities; and
WHEREAS, pursuant to the authority of Government Code section 65995, subdivision (b)(3), the fees authorized by Education Code section 17620 have presently been established by the State Allocation Board (“SAB”) in the amount of $3.79 per square foot for residential development and $0.61 per square foot for commercial/industrial development; and
WHEREAS, the governing board (“board”) of the San Juan Unified School District (“district”) has caused a study to be prepared by SchoolWorks titled Level 1 Developer Fee Justification Study (incorporated herein by reference and hereinafter referred to as the “Study”), which identifies the purpose and use for the fee and sets forth a reasonable relationship between the fee to be imposed, the type of development project on which the fee is to be imposed, and the increased school facilities made necessary by virtue of the burden imposed by the development.
WHEREAS, Education Code section 17621 specifically exempts the adoption, increase or imposition of any fee, charge, dedication or other requirement pursuant to Education Code section 17620 from the provisions of the California Environmental Quality Act (“CEQA”) (Public Resources Code Section 21000 et seq.); and
WHEREAS, upon a determination the imposition of school facilities fees under Education Code section 17620 is exempt from CEQA, the district is entitled to file a Notice of Exemption with the county clerk pursuant to California Code of Regulations, Title 14, Section 15062.
NOW, THEREFORE, the district board does hereby resolve as follows:
1. Prior to the adoption of this resolution (“resolution”), the district board conducted a public hearing at which oral and/or written presentations were made. Notice of the time and place of the meeting, including a general explanation of the matter to be considered, was published twice in the Carmichael Times in accordance with Government Code sections 66017 and 66018. Additionally, at least 10 days prior to the meeting, the district made all relevant information available to the public indicating the cost, or estimated cost, of the construction or reconstruction of school facilities made necessary by the residential and/or commercial/industrial development to which the fee shall apply.
2. The purpose of the fees is to provide adequate school facilities for the students of the district who will be generated by residential and commercial/industrial development in the district.
3. The fees are to be used to finance the construction and reconstruction of school facilities as identified in the district’s 2014 Facilities Master Plan.
4. There is a reasonable relationship between the need for the imposition of the fee and the types of development projects upon which the fees shall be imposed for the purpose of the construction or reconstruction of school facilities, in that residential, commercial and
3
industrial development will generate students who will attend district schools. These students cannot be housed by the district without additional school facilities or the reconstruction of existing school facilities. The fees will be used to fund all, or a portion of, new school facilities, or to reconstruct existing school facilities.
5. There is a reasonable relationship between the amount of the fee and the cost of the additional or reconstructed school facilities attributable to the development upon which the fee shall be imposed, in that the square footage of these developments has a direct relationship to the number of students that will be generated and, thus, to the facilities the district must add and/or reconstruct in order to accommodate the additional students.
6. The district maintains a separate capital facilities account or fund as required by Government Code section 66006.
7. There are no other adequate sources of funds to meet the district’s school facilities needs occasioned by and resulting from the construction of new residential and/or commercial/industrial development within the district.
AND BE IT FURTHER RESOLVED that since the study justifies fees in excess of the allowable limits, the district hereby increases fees on residential development to $3.79 per square foot and fees on commercial/industrial developments to $0.61 per square foot. Fees for rental self-storage shall decrease to $0.04 per square foot. These fee rates are in accordance with Education Code sections 17620 et seq. and Government Code sections 65995 et seq.
AND BE IT FURTHER RESOLVED that the change in fees shall take effect 60 days after the date of this Resolution.
AND BE IT FURTHER RESOLVED that the superintendent of the district, or his or her designee, shall give notice of the board’s action herein to all cities and counties with jurisdiction over the territory of the district in accordance with the requirements of Education Code section 17620 and 17621, requesting that no building permits (or, for manufactured homes and mobile homes, certificates of occupancy) be issued on or after the date which is 60 days after the date of this resolution, without certification from the district that the fees specified herein have been paid. Said notice shall specify that collection of the fees is not subject to the restriction set forth in Government Code section 66007, subdivision (a) but, pursuant to subdivision (b) of that statute, the fees are to be collected prior to issuance of building permits.
AND BE IT FURTHER RESOLVED that developers of commercial or industrial development be provided the opportunity for a hearing to appeal the imposition of the fee on their developments.
AND BE IT FURTHER RESOLVED that nothing contained or expressed in this resolution shall be construed to affect the district’s authority to increase fees, enter into agreements with developers, or otherwise adopt or impose, to the extent permitted by law, additional fees, to fully mitigate the impact of residential and/or commercial/industrial development upon the district’s school facilities.
AND BE IT FURTHER RESOLVED that in the event the board takes action in the future to adopt an alternative fee pursuant to Government Code section 65995.5 or 65995.7, commonly known as “Level 2" or “Level 3" fees, respectively, in an amount greater than that authorized by this resolution, this resolution shall be held in abeyance during the time in which the greater Level 2 or Level 3 fee is authorized. If, for any reason, any future board action to adopt a greater 4
Level 2 or Level 3 fee ceases to be effective, this resolution shall then immediately return into effect unless otherwise specified by the board.
AND BE IT FURTHER RESOLVED that the district’s administration is authorized to make expenditures and to incur obligations of the fees for the purposes authorized by law.
AND BE IT FURTHER RESOLVED that the board hereby finds that the increase in fees hereunder is statutorily exempt from the requirements of CEQA pursuant to Education Code section 17621.
AND BE IT FURTHER RESOLVED that this board hereby approves the CEQA Notice of Exemption regarding the increase in fees and directs the superintendent, or his or her designee, to file the CEQA Notice of Exemption, together with a certified copy of this resolution, with the county clerk of each county in which the district shall collect fees pursuant to Education Code Section 17621.
AND BE IT FURTHER RESOLVED that this board hereby adopts this resolution and directs the superintendent, or his or her designee, to file a certified copy of this resolution, together with all relevant supporting documentation and a map clearly indicating the boundaries of the area subject to the fee, to each city and each county in which the district is situated, pursuant to Education Code section 17621.
This resolution is adopted this 9th day of October, 2018, by the following vote:
AYES: NOES: ABSENT: ABSTAIN:
Pam Costa, President San Juan Unified School District Board of Education
Attest:
Paula Villescaz, Clerk, Governing Board of the San Juan Unified School District
5
MAY 2018
2018 DEVELOPER FEE JUSTIFICATION STUDY SAN JUAN UNIFIED SCHOOL DISTRICT
KENT KERN, SUPERINTENDENT
SCHOOLWORKS, INC. 8331 Sierra College Blvd., #221 Roseville, CA 95661
PHONE: 916-733-0402 WWW.SCHOOLWORKSGIS.COM
San Juan Unified School District 2018 Developer Fee Justification Study May 2018 TABLE OF CONTENTS
Executive Summary ...... 1
Background ...... 2
Purpose and Intent ...... 3 Burden Nexus ...... 3 Cost Nexus ...... 3 Benefit Nexus ...... 3
Enrollment Projections ...... 4 Student Generation Factor ...... 5 New Residential Development Projections ...... 6
Existing Facility Capacity ...... 7 Classroom Loading Standards ...... 7 Existing Facility Capacity ...... 8 Unhoused Students by State Housing Standards ...... 9
Calculation of Development’s Fiscal Impact on Schools ...... 10 Reconstruction/Modernization Costs ...... 10 New Construction Costs ...... 12 Impact of New Residential Development ...... 14 Impact of Other Residential Development ...... 15 Impact of Commercial/Industrial Development ...... 15 Employees per Square Foot of Commercial Development ...... 16 Students per Employee ...... 16 School Facilities Cost per Student ...... 16 Residential Offset ...... 17 Net Cost per Square Foot ...... 18 Verifying the Sufficiency of the Development Impact ...... 18
District Map ...... 19
Conclusion ...... 20 Burden Nexus ...... 20 Cost Nexus ...... 20 Benefit Nexus ...... 20
7 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Appendices
. SAB 50-01 - Enrollment Certification/Projection
. Census Data
. Use of Developer Fees
. Site Development Costs
. Index Adjustment on the Assessment for Development – State Allocation Board Meeting of January 24, 2018
. Annual Adjustment to School Facility Program Grants
8 San Juan Unified School District 2018 Developer Fee Justification Study May 2018
Executive Summary
This Developer Fee Justification Study demonstrates that the San Juan Unified School District requires the full statutory impact fee to accommodate impacts from development activity.
A fee of $3.48 per square foot for residential construction and a fee of $0.56 per square foot for commercial/industrial construction is currently assessed on applicable permits pulled in the District. The new fee amounts are $3.79 per square foot for residential construction and $0.61* per square foot for commercial/industrial construction. This proposed increase represents $0.31 per square foot and $0.05 per square foot for residential and commercial/industrial construction, respectively.
The following table shows the impacts of the new fee amounts:
Table 1 San Juan Unified Developer Fee Collection Rates
Totals Previous New Change Residential $3.48 $3.79 $0.31 Commercial/Ind. $0.56 $0.61 $0.05
*except for Rental Self Storage facilities in which a fee of $0.04 per square foot is justified.
Page 1 9 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Background
Education Code Section 17620 allows school districts to assess fees on new residential and commercial construction within their respective boundaries. These fees can be collected without special city or county approval, to fund the construction of new school facilities necessitated by the impact of residential and commercial development activity. In addition, these fees can also be used to fund the reconstruction of school facilities to accommodate students generated from new development projects. Fees are collected immediately prior to the time of the issuance of a building permit by the City or the County.
As enrollment increases, additional school facilities will be needed to house the growth in the student population. Because of the high cost associated with constructing school facilities and the District’s limited budget, outside funding sources are required for future school construction. State and local funding sources for the construction and/or reconstruction of school facilities are limited.
The authority sited in Education Code Section 17620 states in part “… the governing board of any school district is authorized to levy a fee, charge, dedication or other form of requirement against any development project for the construction or reconstruction of school facilities.” The legislation originally established the maximum fee rates at $1.50 per square foot for residential construction and $0.25 per square foot for commercial/industrial construction. Government Code Section 65995 provides for an inflationary increase in the fees every two years based on the changes in the Class B construction index. As a result of these adjustments, the fees authorized by Education Code 17620 are currently $3.79 per square foot of residential construction and $0.61 per square foot of commercial or industrial construction.
Page 2 10 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Purpose and Intent
Prior to levying developer fees, a district must demonstrate and document that a reasonable relationship exists between the need for new or reconstructed school facilities and residential, commercial and industrial development. The justification for levying fees is required to address three basic links between the need for facilities and new development. These links or nexus are:
Burden Nexus: A district must identify the number of students anticipated to be generated by residential, commercial and industrial development. In addition, the district shall identify the school facility and cost impact of these students.
Cost Nexus: A district must demonstrate that the fees to be collected from residential, commercial and industrial development will not exceed the cost of providing school facilities for the students to be generated from the development.
Benefit Nexus: A district must show that the construction or reconstruction of school facilities to be funded by the collection of developer fees will benefit the students generated by residential, commercial and industrial development.
The purpose of this report is to document if a reasonable relationship exists between residential, commercial and industrial development and the need for new and/or modernized facilities in the San Juan Unified School District.
Following in this Study will be figures indicating the current enrollment and the projected development occurring within the attendance boundaries of the San Juan Unified School District. The projected enrollment will then be loaded into existing facilities to the extent of available space. Thereafter, the needed facilities will be determined and an estimated cost will be assigned. The cost of the facilities will then be compared to the area of residential, commercial and industrial development to determine the amount of developer fees justified.
Page 3 11 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Enrollment Projections
In 2017/2018 the District’s total enrollment (CALPADS) was 39,880 students not including the charter school students. The enrollment by grade level is shown here in Table 2.
Table 2
San Juan Unified CURRENT ENROLLMENT
Grade 2017/2018 TK/K 3,163 1 2,943 2 3,034 3 2,792 4 3,055 5 3,000 6 3,144 TK-6 Total 21,131
7 3,048 8 3,049 7-8 Total 6,097
9 3,355 10 3,279 11 3,001 12 3,017 9-12 Total 12,652
TK-12 Total 39,880
This data will be the basis for the enrollment projections which will be presented later after a review of the development projections and the student generation factors.
Page 4 12 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Student Generation Factor In determining the impact of new development, the District is required to show how many students will be generated from the new developments. In order to ensure that new development is paying only for the impact of those students that are being generated by new homes and businesses, the student generation factor is applied to the number of new housing units to determine development-related impacts.
The student generation factor identifies the number of students per housing unit and provides a link between residential construction projects and projections of enrollment. The State-wide factor used by the Office of Public School Construction is 0.70 for grades TK-12. For the purposes of this Study we will use the local factors to determine the students generated from new housing developments. This was done by comparing the number of housing units in the school district to the number of students in the school district as of the 2010 Census. Table 3 shows the student generation factors for the various grade groupings.
Table 3
San Juan Unified STUDENT GENERATION FACTORS
Grades Students per Household
TK-6 0.1762
7-8 0.0513
9-12 0.1288
Total 0.3563
When using the Census data to determine the average district student yield rate, it is not possible to determine which students were living in multi-family units versus single family units. Therefore, only the total average yield rate is shown. The Census data does indicate that 56.7% of the total housing units within the district boundaries are single family units. It is reasonable to assume that the construction of new housing units would be similar to the current housing stock, which was confirmed by the various planning departments within the school district boundaries, and therefore the overall student generation rate will be used to determine student yields from the projected developments.
Page 5 13 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 New Residential Development Projections The San Juan Unified School District has experienced an average new residential construction rate of approximately 176 units per year over the past few years. This was determined by reviewing the residential permits pulled and school development impact fees paid to the District. After contacting the Sacramento County Planning Department and the City of Citrus Heights Planning Division, which cover a majority of the school district boundaries, it was verified that using the same average residential construction rate over the past few years for the next five years is a reasonable assumption. Projecting the average rate forward, we would expect that 880 units of residential housing will be built within the District boundaries over the next five years.
To determine the impact of residential development, an enrollment projection is done. Applying the student generation factor of 0.3563 to the projected 880 units of residential housing, we expect that 313 students will be generated from the new residential construction over the next five years. This includes 155 elementary school students, 45 middle school students, and 113 high school students.
The District is allowed to use this development-based enrollment generation for the purposes of this Study. This is utilized as the cost basis for development impact throughout this Study, unless otherwise noted.
Table 4
San Juan Unified DEVELOPMENT IMPACT ANALYSIS
Current Development Total Grades Enrollment Projection Enrollment
TK to 6 21,131 155 21,286
7 to 8 6,097 45 6,142
9 to 12 12,652 113 12,765
Totals 39,880 313 40,193
Page 6 14 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Existing Facility Capacity
To determine the need for additional school facilities, the capacity of the existing facilities must be identified and compared to current and anticipated enrollments. The District’s existing building capacity will be calculated using the State classroom loading standards shown in Table 6. The following types of “support-spaces” necessary for the conduct of the District’s comprehensive educational program, are not included as “teaching stations,” commonly known as “classrooms” to the public: Table 5
List of Core and Support Facilities
Library Resource Specialist Multipurpose Room Gymnasium Office Area Lunch Room Staff Workroom P.E. Facilities
Because the District requires these types of support facilities as part of its existing facility and curriculum standards at its schools, new development’s impact must not materially or adversely affect the continuance of these standards. Therefore, new development cannot require that the District house students in these integral support spaces.
Classroom Loading Standards The following maximum classroom loading-factors are used to determine teaching-station “capacity,” in accordance with the State legislation and the State School Building Program. These capacity calculations are also used in preparing and filing the baseline school capacity statement with the Office of Public School Construction.
Table 6
State Classroom Loading Standards
TK/Kindergarten 25 Students/Classroom 1st-3rd Grades 25 Students/Classroom 4th-6th Grades 25 Students/Classroom 7th-8th Grades 27 Students/Classroom 9th-12th Grades 27 Students/Classroom
Page 7 15 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Existing Facility Capacity The District has determined the capacity for each school based on the number of classrooms at each campus and the number of students that can be housed in each classroom. Using this method, the District’s current capacity is shown in Table 7.
Table 7
San Juan Unified Summary of Existing Facility Capacity Total District School Facility Capacity
Grades TK-6 22,678
Grades 7-8 6,263
Grades 9-12 13,227
Totals 42,168
The District has not participated in the State Building Program for any new construction projects and therefore has not established a State capacity as of this time. The State capacity can sometimes be lower than the District capacity as the State capacity limits the number of portable classrooms that are counted towards the total capacity.
As Table 7 shows, the total District capacity of the District facilities is 42,168 students.
Unhoused Students by State Housing Standards This next table compares the capacity with the space needed to determine if there is available space for new students from the projected developments. The space needed was determined by reviewing the historic enrollments over the past four years along with the projected enrollment in five years to determine the maximum seats needed to house the students within the existing homes. The seats needed were determined individually for each grade grouping. The space needed shown in table 8 does not include the impact of any projected new housing units.
Page 8 16 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Table 8
San Juan Unified Summary of Available District Capacity
District Space Available School Facility Capacity Needed Capacity
Grades TK-6 22,678 21,543 1,135
Grades 7-8 6,263 6,213 50
Grades 9-12 13,227 12,873 354
Totals 42,168 40,629 1,539
The District capacity of 42,168 is more than the space needed of 40,629, assuming the existing facilities remain in sufficient condition to maintain existing levels of service. The difference is 1,539 students.
Page 9 17 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Calculation of Development’s Fiscal Impact on Schools
This section of the Study will demonstrate that a reasonable relationship exists between residential, commercial/industrial development and the need for adequate school facilities in the San Juan Unified School District. To the extent this relationship exists, the District is justified in levying developer fees as authorized by Education Code Section 17620.
Reconstruction/Modernization Costs In addition to any new facilities needed, there is also a need to reconstruct or modernize existing facilities in order to maintain the existing levels of service as students from new development continue to arrive in the District’s facilities. In order to generate capacity, it may also be necessary to reopen closed school facilities. Such reopening often requires reconstruction in order to provide the District’s existing level of service. For purposes of this report, the analysis of modernization/reconstruction includes the possible reopening and refurbishing of closed school facilities.
California has made a significant investment in school facilities through grants provided to help extend the useful life of public schools. The State’s largest funding source for public school modernization projects, the School Facilities Program (SFP), requires a minimum local funding contribution of 40% of SFP-eligible costs. The State may provide up to 60% of the eligible costs at those times that State funding is available. However, SFP modernization grants frequently, if not usually, fall short of providing 60% of the actual costs for major modernizations. In the best cases, developer fees can help meet the District’s required 40% local share. In many cases, developer fees may be necessary to supplement both the State’s and the school district’s contribution to a project.
Buildings generate eligibility for State reconstruction/modernization funding once they reach an age of 25 years old for permanent buildings and 20 years old for portables.
The usable life of school facilities is an important consideration in determining district needs into the future. The specific time when the projected residential developments will be built cannot be precisely predicted. Some new homes may be immediately occupied by families with school aged children, while others may be immediately occupied who will have school- aged children in five to ten years. As a result of these variables, for each new home, the District must be prepared to house the students residing there for an extended period of time. Students generated by the next five years of development will need to be
Page 10 18 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 accommodated in District schools for a significant amount of time that could exceed twenty years. Thus, the District will need to ensure that it has facilities in place for future decades.
As evidenced by the State Building program’s use of the criteria that buildings older than twenty-five years (and portables older than twenty years) are eligible for modernization funds, school buildings require reconstruction/modernization to remain in use for students beyond the initial twenty to twenty-five years of life of those buildings. To the extent that the District has buildings older than twenty to twenty-five years old, the point will be reached without reconstruction/modernization that those buildings will no longer be able to provide the existing level of service to students, and may, in some circumstances, need to be closed entirely for health and safety reasons. However, because of the new development, reconstruction/modernization must occur in order to have available school housing for the new students from development.
The following table shows the District’s eligibility for modernization/reconstruction funding in the State Building program. Table 9
Modernization Project Needs Eligible Modernization Grants State District Project School Elem Middle High Spec Ed Funding Share Total Carriage Drive 455 0 0 0 $2,129,000 $1,419,333 $3,548,333 Grand Oaks 100 0 0 0 $520,760 $347,173 $867,933 Kenneth 383 0 0 0 $1,792,103 $1,194,735 $2,986,838 Leggette 50 0 0 0 $260,380 $173,587 $433,967 Mariposa 150 0 0 0 $728,292 $485,528 $1,213,820 Northridge 111 0 0 0 $538,936 $359,291 $898,227 Ottoman 388 0 0 0 $1,815,499 $1,210,332 $3,025,831 Sierra Oaks 100 0 0 0 $520,760 $347,173 $867,933 Sunrise 100 0 0 0 $520,760 $347,173 $867,933 Andrew Carnegie Middle 0 103 0 0 $528,087 $352,058 $880,145 Arden Middle 0 689 0 0 $3,404,170 $2,269,447 $5,673,616 Sylvan Middle 0 398 0 0 $1,966,415 $1,310,943 $3,277,358 Winston Churchill Middle 0 100 0 0 $549,970 $366,647 $916,617 Bella Vista High 0 0 213 0 $1,368,519 $912,346 $2,280,864 El Camino Fundamental High 0 0 1197 0 $7,690,689 $5,127,126 $12,817,815 Mira Loma High 0 0 1664 0 $10,691,150 $7,127,433 $17,818,583 San Juan High 0 0 428 0 $2,749,887 $1,833,258 $4,583,145 TOTALS 1837 1290 3502 0 $37,775,376 $25,183,584 $62,958,960
The District prepared a Facility Master Plan in 2014 that identified $554,508,067 in “Facility Condition Improvement Projects” plus an additional $837,574,311 in “Master Plan Improvement Projects”. The grand total facility needs identified were in excess of $2.4
Page 11 19 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 billion. The identified facility needs exceed the eligibility for modernization projects in the State Building Program.
Table 10 New Development Share of Modernization Costs
Eligible Modernization New Development Grade Grants Students $/Student Amount TK-6 1,837 155 $23,550 $3,650,250 7-8 1,290 45 $24,966 $1,123,470 9-12 3,502 113 $31,676 $3,579,388 Totals 6,629 313 $8,353,108
Includes students from new developments not housed in new facilities. Amounts based on State OPSC budgets for new construction projects.
This data is used to show that there are significant needs within the school District to invest in its existing facilities. Without modernizing its schools, the District could be forced to begin closing some of its buildings and schools.
To accurately account for the amount of the modernization projects attributed to the impact of new developments, only the students from new developments that were not already housed in new facilities are included in the net needs for modernization projects. In addition, the costs attributed to new development are based on the standard SAB grant for new construction projects which allows for the District to replace portables with permanent buildings and to reconstruct the aging facilities in order to be equivalent to new school standards. As can be seen in the charts, the net modernization needs due to new development impacts are much less than the total modernization needs.
New Construction Costs If the District were to build new schools to house the 313 students generated by development, the costs would be even higher than shown in the reconstruction/modernization analysis.
For the purposes of estimating the cost of building schools we have used the State School Building Program funding allowances. In addition to the basic construction costs, there are site acquisition costs of $200,000 per acre and service-site, utilities, off-site and general site development costs. The calculations are shown in Table 11 and.
Page 12 20 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Table 11
NEW CONSTRUCTION COSTS Unhoused Per Student Grade Students Base Grant Fire Alarms Fire Sprinklers Total Total Cost TK-6 155 $23,134 $28 $388 $23,550 $3,650,250 7-8 45 $24,468 $38 $460 $24,966 $1,123,470 9-12 113 $31,134 $62 $480 $31,676 $3,579,388 $8,353,108 Site Acreage Needs Projected Equivalent Site Typical Average Unhoused Sites Acres Grade Acres Students Students Needed Needed TK-6 10 600 155 0.26 2.58 7-8 20 800 45 0.06 1.13 9-12 40 1,500 113 0.08 3.01 TOTAL 6.72
General Site Development Allowance Allowance/ Grade Acres Acre Base Cost % Allowance Added Cost Total Cost TK-6 2.58 $37,654 $97,147 6% $0 $97,147 7-8 1.13 $37,654 $42,549 6% $0 $42,549 9-12 3.01 $37,654 $113,339 3.75% $0 $113,339 Totals 6.72 $253,035
Site Acquisition & Development Summary Acres Site To Be Land Total Development Site General Site Total Site Grade Bought Cost/Acre Land Cost Cost/Acre Dev. Cost Development Development TK-6 2.58 $200,000 $516,000 $248,896 $642,152 $97,147 $739,299 7-8 1.13 $200,000 $226,000 $234,162 $264,603 $42,549 $307,152 9-12 3.01 $200,000 $602,000 $273,060 $821,911 $113,339 $935,249 Totals 6.72 $1,344,000 $1,728,665 $253,035 $1,981,700
Total Costs Summary Facility Land Site Total Grade Costs Costs Development Costs TK-6 $3,650,250 $516,000 $739,299 $4,905,549 7-8 $1,123,470 $226,000 $307,152 $1,656,622 9-12 $3,579,388 $602,000 $935,249 $5,116,637 Totals $8,353,108 $1,344,000 $1,981,700 $11,678,808
Note: The grant amounts used are twice those shown in the appendix to represent the full cost of the facility needs and not just the standard State funding share of 50%.
The total facility costs to build new construction projects to house the students from development would be $11,678,808 which is 40% more than the costs shown under the reconstruction/modernization section.
Page 13 21 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Impact of New Residential Development This next table compares the development-related enrollment to the available district capacity for each grade level and then multiplies the unhoused students by the new school construction costs to determine the total school facility costs related to the impact of new residential housing developments.
In addition, the State provides that new construction projects can include the costs for site acquisition and development, including appraisals, surveys and title reports. The District will not need to acquire any additional acres to meet the needs of the students projected from the new developments. Therefore, the costs for site acquisition and development of the land have not been included in the total impacts due to new development.
Finally, the modernization needs are included for the students not housed in new facilities but who would be housed in existing facilities that are eligible for and need to be modernized to provide adequate housing and to maintain the existing level of service for the students generated by development.
Table 12
San Juan Unified Summary of Residential Impact Total School Development Available Net Construction Cost Facility Facility Projection Space Unhoused Per Student Costs
Elementary 155 1,135 0 $23,550 $0
Middle 45 50 0 $24,966 $0
High & Cont. 113 354 0 $31,676 $0
Site Purchase: 0.0 acres $0
Site Development: $0
Modernization Needs: $8,353,108
Average cost per student: $26,687
The total need for school facilities based solely on the impact of the 880 new housing units projected over the next five years totals $8,353,108. To determine the impact per square foot of residential development, this amount is divided by the total square feet of the projected developments. As calculated from the historic Developer Fee Permits, the average
Page 14 22 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 size home built has averaged 2,159 square feet. The total area for 880 new homes would therefore be 1,899,920 square feet. The total residential fee needed to be able to collect $8,353,108 would be $4.40 per square foot.
Impact of Other Residential Development In addition to new residential development projects that typically include new single family homes and new multi-family units, the District can also be impacted by additional types of new development projects. These include but are not limited to redevelopment projects, additions to existing housing units, and replacement of existing housing units with new housing units.
These development projects are still residential projects and therefore it is reasonable to assume they would have the same monetary impacts per square foot as the new residential development projects. However, the net impact is reduced due to the fact that there was a previous residential building in its place. Therefore, the development impact fees should only be charged for other residential developments if the new building(s) exceed the square footage area of the previous building(s). If the new building is larger than the existing building, then it is reasonable to assume that additional students could be generated by the project. The project would only pay for the development impacts fees for the net increase in assessable space generated by the development project. Education Code allows for an exemption from development impacts fees for any additions to existing residential structures that are 500 square feet or less.
Impact of Commercial/Industrial Development There is a correlation between the growth of commercial/industrial firms/facilities within a community and the generation of school students within most business service areas. Fees for commercial/industrial can only be imposed if the residential fees will not fully mitigate the cost of providing school facilities to students from new development.
The approach utilized in this section is to apply statutory standards, U.S. Census employment statistics, and local statistics to determine the impact of future commercial/industrial development projects on the District. Many of the factors used in this analysis were taken from the U.S. Census, which remains the most complete and authoritative source of information on the community in addition to the “1990 SanDAG Traffic Generators Report”.
Page 15 23 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Employees per Square Foot of Commercial Development Results from a survey published by the San Diego Association of Governments “1990 San DAG Traffic Generators” are used to establish numbers of employees per square foot of building area to be anticipated in new commercial or industrial development projects. The average number of workers per 1,000 square feet of area ranges from 0.06 for Rental Self Storage to 4.79 for Standard Commercial Offices. The generation factors from that report are shown in the following table. Table 13
Commercial/Industrial Average Square Foot Employees Per Average Category Per Employee Square Foot Banks 354 0.00283 Community Shopping Centers 652 0.00153 Neighborhood Shopping Centers 369 0.00271 Industrial Business Parks 284 0.00352 Industrial Parks 742 0.00135 Rental Self Storage 15541 0.00006 Scientific Research & Development 329 0.00304 Lodging 882 0.00113 Standard Commercial Office 209 0.00479 Large High Rise Commercial Office 232 0.00431 Corporate Offices 372 0.00269 Medical Offices 234 0.00427 Source: 1990 SanDAG Traffic Generators report
Students per Employee The number of students per employee is determined by using the 2008-2012 American Community Survey 5-Year Estimates for the District. There were 141,203 employees and 132,228 homes in the District. This represents a ratio of 1.0679 employees per home.
There were 47,116 school age children residing within the District in 2010. This is a ratio of 0.3337 students per employee. This ratio, however, must be reduced by including only the percentage of employees that worked in their community of residence (23.4%), because only those employees living in the District will impact the District’s school facilities with their children. The actual ratio of students per employee in the District is 0.0781.
School Facilities Cost per Student State costs for housing commercially generated students are the same as those used for residential construction. The cost factors used to assess the impact from commercial development projects are contained in Table 12.
Page 16 24 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Residential Offset When additional employees are generated in the District as a result of new commercial/industrial development, fees will also be charged on the residential units necessary to provide housing for the employees living in the District. To prevent a commercial or industrial development from paying for the portion of the impact that will be covered by the residential fee, this amount has been calculated and deducted from each category. The residential offset amount is calculated by multiplying the following factors together and dividing by 1,000 (to convert from cost per 1,000 square feet to cost per square foot).
Employees per 1,000 square feet (varies from a low of 0.06 for rental self storage to a high of 4.79 for office building). Percentage of employees that worked in their community of residence (23.4 percent). Housing units per employee (0.9364). This was derived from the 2008-2012 ACS 5 Year Estimates data for the District, which indicates there were 132,228 housing units and 141,203 employees. Percentage of employees that will occupy new housing units (75 percent). Average square feet per dwelling unit (2,159). Residential fee charged by the District ($3.79 per square foot). Average cost per student was determined in Table 12.
The following table shows the calculation of the school facility costs generated by a square foot of new commercial/industrial development for each category of development.
Table 14 San Juan Unified Summary of Commercial and Industrial Uses Employees Students Students Average Cost Residential Net Cost per 1,000 per per Cost per per offset per per Type Sq. Ft. Employee 1,000 Sq. Ft. Student Sq. Ft. Sq. Ft. Sq. Ft.
Banks 2.83 0.0781 0.221 $26,687 $5.90 $3.81 $2.09 Community Shopping Centers 1.53 0.0781 0.119 $26,687 $3.19 $2.06 $1.13 Neighborhood Shopping Centers 2.71 0.0781 0.212 $26,687 $5.65 $3.64 $2.00 Industrial Business Parks 3.52 0.0781 0.275 $26,687 $7.33 $4.73 $2.60 Industrial Parks 1.35 0.0781 0.105 $26,687 $2.81 $1.82 $1.00 Rental Self Storage 0.06 0.0781 0.005 $26,687 $0.13 $0.09 $0.04 Scientific Research & Development 3.04 0.0781 0.237 $26,687 $6.33 $4.09 $2.25 Lodging 1.13 0.0781 0.088 $26,687 $2.35 $1.52 $0.84 Standard Commercial Office 4.79 0.0781 0.374 $26,687 $9.98 $6.44 $3.54 Large High Rise Commercial Office 4.31 0.0781 0.337 $26,687 $8.98 $5.80 $3.18 Corporate Offices 2.69 0.0781 0.210 $26,687 $5.61 $3.62 $1.99 Medical Offices 4.27 0.0781 0.333 $26,687 $8.90 $5.74 $3.16
*Based on 1990 SanDAG Traffic Generator Report
Page 17 25 San Juan Unified School District 2018 Developer Fee Justification Study May 2018
Net Cost per Square Foot Since the State Maximum Fee is now $0.61 for commercial/industrial construction, the District is justified in collecting the maximum fee for all categories with the exception of Rental Self Storage. The District can only justify collection of $0.04 per square foot of Rental Self Storage construction.
Verifying the Sufficiency of the Development Impact Education Code Section 17620 requires districts to find that fee revenues will not exceed the cost of providing school facilities to the students generated by the development paying the fees. This section shows that the fee revenues do not exceed the impact of the new development.
The total need for school facilities resulting from development totals $8,353,108. The amount the District would collect over the five year period at the maximum rate of $3.79 for residential and $0.61 for commercial/industrial development would be as follows:
$3.79 x 880 homes x 2,159 sq ft per home = $7,200,697 for Residential $0.61 x 171,519 sq ft per year x 5 years = $523,133 for Commercial/Industrial
Total projected 5 year income: $7,723,830
The estimated income is less than the projected facility needs due to the impact of new development projects.
Page 18 26 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 District Map
The following map shows the extent of the areas for which development fees are applicable to the San Juan Unified School District.
San Juan Unified School District
Page 19 27 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 Conclusion
Based on the data contained in this Study, it is found that a reasonable relationship exists between residential, commercial/industrial development and the need for adequate school facilities in the San Juan Unified School District. The following three nexus tests required to show justification for levying fees have been met:
Burden Nexus: New residential development will generate an average of 0.3563 TK-12 grade students per unit. Because the District does not have adequate facilities for all the students generated by new developments, the district will need to build additional facilities and/or modernize/reconstruct the existing facilities in order to maintain existing level of services in which the new students will be housed.
Cost Nexus: The cost to provide new and reconstructed facilities is an average of $4.40 per square foot of residential development. Each square foot of residential development will generate $3.79 in developer fees resulting in a shortfall of $0.61 per square foot.
Benefit Nexus: The developer fees to be collected by the San Juan Unified School District will be used for the provision of additional and reconstructed or modernized school facilities. This will benefit the students to be generated by new development by providing them with adequate educational facilities.
The District’s planned use of the fees received from development impacts will include the following types of projects each of which will benefit students from new developments.
1) New Schools: When there is enough development activity occurring in a single area, the District will build a new school to house the students from new developments.
2) Additions to Existing Schools: When infill development occurs, the District will accommodate students at existing schools by building needed classrooms and/or support facilities such as cafeterias, restrooms, gyms and libraries as needed to increase the school capacity. Schools may also need upgrades of the technology and tele-communication systems to be able to increase their capacity.
Page 20 28 San Juan Unified School District 2018 Developer Fee Justification Study May 2018 3) Portable Replacement Projects: Some of the District’s capacity is in temporary portables and therefore may not be included in the State’s capacity calculations. These portables can be replaced with new permanent or modular classrooms to provide adequate space for students from new developments. These projects result in an increase to the facility capacity according to State standards. In addition, old portables that have reached the end of their life expectancy, will need to be replaced to maintain the existing level of service. These types of projects are considered modernization projects in the State building program. If development impacts did not exist, the old portables could be removed.
4) Modernization/Upgrade Projects: In many cases, students from new developments are not located in areas where new schools are planned to be built. The District plans to modernize or upgrade older schools to be equivalent to new schools so students will be housed in equitable facilities to those students housed in new schools. These projects may include updates to the building structures to meet current building standards, along with upgrades to the current fire and safety standards and any access compliance standards.
The reasonable relationship identified by these findings provides the required justification for the San Juan Unified School District to levy the maximum fees of $3.79 per square foot for residential construction and $0.61 per square foot for commercial/industrial construction, except for Rental Self Storage facilities in which a fee of $0.04 per square foot is justified as authorized by Education Code Section 17620.
Page 21 29
Appendices 2018 Developer Fee Justification Study San Juan Unified School District
30 STATE OF CALIFORNIA STATE ALLOCATION BOARD ENROLLMENT CERTIFICATION/PROJECTION OFFICE OF PUBLIC SCHOOL CONSTRUCTION SAB 50-01 (REV 05/09) Page 6 of 6 SCHOOL DISTRICT FIVE DIGIT DISTRICT CODE NUMBER (see California Public School Directory)
COUNTY HIGH SCHOOL ATTENDANCE AREA (HSAA) OR SUPER HSAA (if applicable )
Check one: Fifth-Year Enrollment Projection Tenth-Year Enrollment Projection Part G. Number of New Dwelling Units HSAA Districts Only - Check one: Attendance Residency (Fifth-Year Projection Only) Residency - COS Districts Only - (Fifth Year Projection Only)
Modified Weighting (Fifth-Year Projection Only) 3rd Prev. to 2nd Prev. Previous to Part H. District Student Yield Factor Alternate Weighting - (Fill in boxes to the right): 2nd Prev. to Prev. Current (Fifth-Year Projection Only)
Part I. Projected Enrollment Part A. K-12 Pupil Data 1. Fifth-Year Projection 7th Prev. 6th Prev. 5th Prev. 4th Prev. 3rd Prev. 2nd Prev. Previous Current Enrollment/Residency - (except Special Day Class pupils) Grade //////// K-67-89-12 TOTAL K 1 2 Special Day Class pupils only - Enrollment/Residency 3 Elementary Secondary TOTAL 4 Non-Severe 5 Severe 6 TOTAL 7 8 2. Tenth-Year Projection 9 Enrollment/Residency - (except Special Day Class pupils) 10 K-6 7-8 9-12 TOTAL 11 12 TOTAL Special Day Class pupils only - Enrollment/Residency Elementary Secondary TOTAL Part B. Pupils Attending Schools Chartered By Another District Non-Severe 7th Prev. 6th Prev. 5th Prev. 4th Prev. 3rd Prev. 2nd Prev. Previous Current Severe TOTAL
Part C. Continuation High School Pupils - (Districts Only) I certify, as the District Representative, that the information Grade 7th Prev. 6th Prev. 5th Prev. 4th Prev. 3rd Prev. 2nd Prev. Previous Current reported on this form and, when applicable, the High School Attendance Area Residency Reporting Worksheet attached, is 9 true and correct and that: 10 • I am designated as an authorized district representative by 11 the governing board of the district. • If the district is requesting an augmentation in the enrollment 12 projection pursuant to Regulation Section 1859.42.1 (a), the TOTAL local planning commission or approval authority has approved the tentative subdivision map used for augmentation of the enrollment and the district has identified dwelling units in that Part D. Special Day Class Pupils - (Districts or County Superintendent of Schools) map to be contracted. All subdivision maps used for Elementary Secondary TOTAL augmentation of enrollment are available at the district for Non-Severe review by the Office of Public School Construction (OPSC). • This form is an exact duplicate (verbatim) of the form Severe provided by the Office of Public School Construction. In the TOTAL event a conflict should exist, then the language in the OPSC form will prevail. Part E. Special Day Class Pupils - (County Superintendent of Schools Only) 7th Prev. 6th Prev. 5th Prev. 4th Prev. 3rd Prev. 2nd Prev. Previous Current NAME OF DISTRICT REPRESENTATIVE (PRINT OR TYPE) //////// SIGNATURE OF DISTRICT REPRESENTATIVE
Part F. Birth Data - (Fifth-Year Projection Only) DATE TELEPHONE NUMBER County Birth Data Birth Data by District ZIP Codes Estimate Estimate Estimate 8th Prev. 7th Prev. 6th Prev. 5th Prev. 4th Prev. 3rd Prev. 2nd Prev. Previous Current E-MAIL ADDRESS
31 32 33 34 35 36 37 38 39 40 41 42 43 SchoolWorks, Inc. 8331 Sierra College Blvd., Suite 221 Roseville, CA 95661 916.733.0402
Use of Developer Fees:
A School District can use the revenue collected on residential and commercial/industrial construction for the purposes listed below:
Purchase or lease of interim school facilities to house students generated by new development pending the construction of permanent facilities. Purchase or lease of land for school facilities for such students. Acquisition of school facilities for such students, including: o Construction o Modernization/reconstruction o Architectural and engineering costs o Permits and plan checking o Testing and inspection o Furniture, Equipment and Technology for use in school facilities Legal and other administrative costs related to the provision of such new facilities Administration of the collection of, and justification for, such fees, and Any other purpose arising from the process of providing facilities for students generated by new development.
Following is an excerpt from the Education Code that states the valid uses of the Level 1 developer fees. It refers to construction and reconstruction. The term reconstruction was originally used in the Leroy Greene program. The term modernization is currently used in the 1998 State Building Program and represents the same scope of work used in the original reconstruction projects.
Ed Code Section 17620. (a) (1) The governing board of any school district is authorized to levy a fee, charge, dedication, or other requirement against any construction within the boundaries of the district, for the purpose of funding the construction or reconstruction of school facilities, subject to any limitations set forth in Chapter 4.9 (commencing with Section 65995) of Division 1 of Title 7 of the Government Code. This fee, charge, dedication, or other requirement may be applied to construction only as follows: …
The limitations referred to in this text describe the maximum amounts that can be charged for residential and commercial/industrial projects and any projects that qualify for exemptions. They do not limit the use of the funds received.
44 REPORT OF THE EXECUTIVE OFFICER State Allocation Board Meeting, January 24, 2018
INDEX ADJUSTMENT ON THE ASSESSMENT FOR DEVELOPMENT
PURPOSE OF REPORT
To report the index adjustment on the assessment for development, which may be levied pursuant to Education Code Section 17620.
DESCRIPTION
The law requires the maximum assessment for development be adjusted every two years by the change in the Class B construction cost index, as determined by the State Allocation Board (Board) at its January meeting. This item requests that the Board make the adjustment based on the change reflected using the RS Means index.
AUTHORITY
Education Code Section 17620(a)(1) states the following: “The governing board of any school district is authorized to levy a fee, charge, dedication, or other requirement against any construction within the boundaries of the district, for the purpose of funding the construction or reconstruction of school facilities, subject to any limitations set forth in Chapter 4.9 (commencing with Section 65995) of Division 1 of Title 7 of the Government Code.”
Government Code Section 65995(b)(3) states the following: “The amount of the limits set forth in paragraphs (1) and (2) shall be increased in 2000, and every two years thereafter, according to the adjustment for inflation set forth in the statewide cost index for class B construction, as determined by the State Allocation Board at its January meeting, which increase shall be effective as of the date of that meeting.”
BACKGROUND
There are three levels that may be levied for developer’s fees. The fees are levied on a per-square foot basis. The lowest fee, Level I, is assessed if the district conducts a Justification Study that establishes the connection between the development coming into the district and the assessment of fees to pay for the cost of the facilities needed to house future students. The Level II fee is assessed if a district makes a timely application to the Board for new construction funding, conducts a School Facility Needs Analysis pursuant to Government Code Section 65995.6, and satisfies at least two of the requirements listed in Government Code Section 65995.5(b)(3). The Level III fee is assessed when State bond funds are exhausted; the district may impose a developer’s fee up to 100 percent of the School Facility Program new construction project cost.
A historical comparison of the assessment rates for development fees for 2014 and 2016 are shown below for information. According to the RS Means, the cost index for Class B construction increased by 8.78, during the two year period from January 2016 to January 2018, requiring the assessment for development fees to be adjusted as follows beginning January 2018:
RS Means Index Maximum Level I Assessment Per Square Foot
2014 2016 2018
Residential $3.36 $3.48 $3.79 Commercial/Industrial $0.54 $0.56 $0.61
45 SAB 01-24-2018 Page Two
RECOMMENDATION
Increase the 2018 maximum Level I assessment for development in the amount of 8.78 percent using the RS Means Index to be effective immediately.
46 REPORT OF THE EXECUTIVE OFFICER State Allocation Board Meeting, January 24, 2018
ANNUAL ADJUSTMENT TO SCHOOL FACILITY PROGRAM GRANTS
PURPOSE OF REPORT
To adopt the annual adjustment in the School Facility Program (SFP) grants based on the change in construction costs pursuant to the Education Code (EC) and SFP Regulations.
DESCRIPTION
This item presents the State Allocation Board (Board) with the annual adjustment to the SFP grants based on the statewide cost index for Class B construction. Each year the Board adjusts the SFP grants to reflect construction cost changes. In January 2016, the Board adopted the RS Means index for 2016 and future years. This item presents the 2018 annual adjustment to SFP grants based on the RS Means index.
AUTHORITY
See Attachment A.
STAFF ANALYSIS/STATEMENTS
At the January 2016 meeting, the Board adopted an increase to the SFP grants using the RS Means Construction Cost Index (CCI) as the statewide cost index for Class B construction.
The current rate of change between 2017 and 2018 for the RS Means Class B CCI is 4.17 percent. The chart below reflects the amounts previously adopted for 2017 compared to the potential amount for the new construction base grants.
RS Means 4.17% Current Adjusted Regulation Potential Grant Per Grade Level Grant Per Pupil Section Pupil Effective 1-1-18 Effective 1-1-17 Elementary 1859.71 $11,104 $11,567 Middle 1859.71 $11,744 $12,234 High 1859.71 $14,944 $15,567 Special Day Class 1859.71.1 $31,202 $32,503 – Severe Special Day Class 1859.71.1 $20,867 $21,737 – Non-Severe
47 SAB 01-24-18 Page Two
STAFF ANALYSIS/STATEMENTS (cont.)
The following chart shows the amounts previously adopted compared to the potential amount for the modernization base grants.
RS Means 4.17% Current Adjusted Potential Grant Regulation Grade Level Grant Per Pupil Per Pupil Effective Section Effective 1-1-17 1-1-18 Elementary 1859.78 $4,228 $4,404 Middle 1859.78 $4,472 $4,658 High 1859.78 $5,855 $6,099 Special Day Class 1859.78.3 $13,475 $14,037 – Severe Special Day Class 1859.78.3 $9,015 $9,391 – Non-Severe
In addition, the CCI adjustment would increase the threshold amount for Government Code Section 66452.6(a)(2) for the period of one year commencing March 1, 2018. The following chart shows the amount previously adopted for 2017 compared to the resulting threshold amount, upon approval of the proposed 2018 CCI adjustment:
RS Means RS Means Effective 3-1-2017 Potential 3-1-2018 Resulting Amount $279,571 $291,229
RECOMMENDATION
Adopt the increase of 4.17 percent for the 2018 SFP grants based on the RS Means Construction Cost Index as shown in Attachment B.
48 ATTACHMENT B
ANNUAL ADJUSTMENT TO SCHOOL FACILITY PROGRAM GRANTS State Allocation Board Meeting, January 24, 2018
Grant Amount Adjustments
Current Adjusted Current Adjusted Regulation Grant Per Pupil Grant Per Pupil Section Effective 1-1-17 Effective 1-1-18 Elementary 1859.71 $11,104 $11,567 Middle 1859.71 $11,744 $12,234 High 1859.71 $14,944 $15,567 Special Day Class – Severe 1859.71.1 $31,202 $32,503 Special Day Class – Non-Severe 1859.71.1 $20,867 $21,737 Automatic Fire Detection/Alarm System – Elementary 1859.71.2 $13 $14 Automatic Fire Detection/Alarm System – Middle 1859.71.2 $18 $19 Automatic Fire Detection/Alarm System – High 1859.71.2 $30 $31 Automatic Fire Detection/Alarm System – Special Day Class – Severe 1859.71.2 $56 $58 Automatic Fire Detection/Alarm System – Special Day Class – Non- 1859.71.2 $39 $41 Severe
New Construction Automatic Sprinkler System – Elementary 1859.71.2 $186 $194 Automatic Sprinkler System – Middle 1859.71.2 $221 $230 Automatic Sprinkler System – High 1859.71.2 $230 $240 Automatic Sprinkler System – Special Day Class – Severe 1859.71.2 $588 $613 Automatic Sprinkler System – Special Day Class – Non-Severe 1859.71.2 $395 $411
Elementary 1859.78 $4,228 $4,404 Middle 1859.78 $4,472 $4,658 High 1859.78 $5,855 $6,099 Special Day Class - Severe 1859.78.3 $13,475 $14,037 Special Day Class – Non-Severe 1859.78.3 $9,015 $9,391 State Special School – Severe 1859.78 $22,460 $23,397 Automatic Fire Detection/Alarm System – Elementary 1859.78.4 $137 $143 Automatic Fire Detection/Alarm System – Middle 1859.78.4 $137 $143 Automatic Fire Detection/Alarm System – High 1859.78.4 $137 $143 Automatic Fire Detection/Alarm System – Special Day Class – Severe 1859.78.4 $378 $394 Automatic Fire Detection/Alarm System – Special Day Class – Non- 1859.78.4 $253 $264 Severe Modernization Over 50 Years Old – Elementary 1859.78.6 $5,874 $6,119 Over 50 Years Old – Middle 1859.78.6 $6,212 $6,471 Over 50 Years Old – High 1859.78.6 $8,132 $8,471 Over 50 Years Old – Special Day Class – Severe 1859.78.6 $18,721 $19,502 Over 50 Years Old – Special Day Class – Non-Severe 1859.78.6 $12,519 $13,041 Over 50 Years Old – State Special School – Severe 1859.78.6 $31,201 $32,502
49 ATTACHMENT B
ANNUAL ADJUSTMENT TO SCHOOL FACILITY PROGRAM GRANTS January 2018
Grant Amount Adjustments
New Construction / Modernization / Joint-Use Regulation Current Adjusted Current Adjusted Section Grant Per Pupil Grant Per Pupil Effective 1-1-17 Effective 1-1-18 Therapy/Multipurpose Room/Other (per square foot) 1859.72 1859.73.2 1859.77.3 $182 $190 1859.82 1859.125 1859.125.1 Toilet Facilities (per square foot) 1859.72 1859.73.2 1859.82 $326 $340 1859.125 1859.125.1 New Construction Only Parking Spaces 1859.76 $14,120 $14,709 General Site Grant (per acre for additional acreage being acquired) 1859.76 $18,073 $18,827 Project Assistance (for school district with less than 2,500 pupils) 1859.73.1 $6,791 $7,074 Modernization Only Two-stop Elevator 1859.83 $112,957 $117,667 Additional Stop 1859.83 $20,333 $21,181 Project Assistance (for school district with less than 2,500 pupils) 1859.78.2 $3,621 $3,772 Facility Hardship / Rehabilitation Current Replacement Cost - Other (per square foot) 1859.2 $362 $377 Current Replacement Cost - Toilets (per square foot) 1859.2 $653 $680
Interim Housing – Financial Hardship (per classroom) 1859.81 $37,231 $38,784 Charter School Facilities Program - Preliminary Apportionment Amounts Charter School Elementary 1859.163.1 $11,161 $11,626 Charter School Middle 1859.163.1 $11,816 $12,309 Charter School High 1859.163.1 $14,997 $15,622 Charter School Special Day Class - Severe 1859.163.1 $31,351 $32,658 Charter School Special Day Class - Non-Severe 1859.163.1 $20,966 $21,840 Charter School Two-stop Elevator 1859.163.5 $94,131 $98,056 Charter School Additional Stop 1859.163.5 $16,943 $17,650
50 SchoolWorks, Inc. 8331 Sierra College Blvd, Suite 221 Roseville, CA 95661 916.733.0402
Determination of Average State allowed amounts for Site Development Costs
Elementary Schools Original 2009 Adjusted OPSC Site Inflation Site Project 2009 District Project # Acres Development Factor Development Year Cost/Acre Davis Jt Unified 3 9.05 $532,282 38.4% $1,473,469 2004 $162,814 Dry Creek Jt Elem 2 8.5 $516,347 46.2% $1,509,322 2002 $177,567 Dry Creek Jt Elem 5 11.06 $993,868 20.1% $2,387,568 2006 $215,874 Elk Grove Unified 5 12.17 $556,011 48.2% $1,648,316 2001 $135,441 Elk Grove Unified 10 11 $690,120 48.2% $2,045,888 2001 $185,990 Elk Grove Unified 11 10 $702,127 48.2% $2,081,483 2001 $208,148 Elk Grove Unified 14 10 $732,837 46.2% $2,142,139 2002 $214,214 Elk Grove Unified 16 9.86 $570,198 46.2% $1,666,733 2002 $169,040 Elk Grove Unified 17 10 $542,662 46.2% $1,586,243 2002 $158,624 Elk Grove Unified 20 10 $710,730 43.2% $2,034,830 2003 $203,483 Elk Grove Unified 25 10 $645,923 38.4% $1,788,052 2004 $178,805 Elk Grove Unified 28 10.03 $856,468 24.4% $2,130,974 2005 $212,460 Elk Grove Unified 39 9.91 $1,007,695 20.1% $2,420,785 2006 $244,277 Folsom-Cordova Unified 1 9.79 $816,196 20.1% $1,960,747 2006 $200,281 Folsom-Cordova Unified 4 7.5 $455,908 46.2% $1,332,654 2002 $177,687 Folsom-Cordova Unified 5 8 $544,213 46.2% $1,590,776 2002 $198,847 Folsom-Cordova Unified 8 8.97 $928,197 11.2% $2,063,757 2007 $230,073 Galt Jt Union Elem 2 10.1 $1,033,044 38.4% $2,859,685 2004 $283,137 Lincoln Unified 1 9.39 $433,498 46.2% $1,267,148 2002 $134,947 Lodi Unified 3 11.2 $555,999 46.2% $1,625,228 2002 $145,110 Lodi Unified 10 11.42 $1,245,492 46.2% $3,640,669 2002 $318,798 Lodi Unified 19 9.93 $999,164 11.2% $2,221,545 2007 $223,721 Lodi Unified 22 10 $1,416,212 7.7% $3,051,426 2008 $305,143 Natomas Unified 6 8.53 $685,284 46.2% $2,003,138 2002 $234,834 Natomas Unified 10 9.83 $618,251 43.2% $1,770,061 2003 $180,067 Natomas Unified 12 9.61 $735,211 24.4% $1,829,275 2005 $190,351 Rocklin Unified 8 10.91 $593,056 46.2% $1,733,548 2002 $158,895 Stockton Unified 1 12.66 $1,462,232 7.7% $3,150,582 2008 $248,861 Stockton Unified 2 10.5 $781,675 43.2% $2,237,946 2003 $213,138 Stockton Unified 6 12.48 $1,136,704 20.1% $2,730,703 2006 $218,806 Tracy Jt Unified 4 10 $618,254 46.2% $1,807,204 2002 $180,720 Tracy Jt Unified 10 10 $573,006 38.4% $1,586,202 2004 $158,620 Washington Unified 1 8 $446,161 46.2% $1,304,163 2002 $163,020 Washington Unified 4 10.76 $979,085 7.7% $2,109,575 2008 $196,057 2018 Adjustment Totals 341.16 $68,791,833 Average $201,641 $248,896
Middle and High Schools Original 2009 Adjusted OPSC Site Inflation Site Project 2009 District Project # Acres Development Factor Development Year Cost/Acre Western Placer Unified 4 19.3 $5,973,312 24.4% $7,431,085 2005 $385,030 Roseville City Elem 2 21.6 $1,780,588 48.2% $2,639,311 2000 $122,190 Elk Grove Unified 4 66.2 $8,659,494 48.2% $12,835,704 2000 $193,893 Elk Grove Unified 13 76.4 $9,791,732 48.2% $14,513,986 2001 $189,974 Elk Grove Unified 18 84.3 $13,274,562 43.2% $19,002,626 2003 $225,417 Grant Jt Union High 2 24 $2,183,840 48.2% $3,237,039 2000 $134,877 Center Unified 1 21.2 $1,944,310 46.2% $2,841,684 2002 $134,042 Lodi Unified 2 13.4 $1,076,844 46.2% $1,573,849 2002 $117,451 Lodi Unified 6 13.4 $2,002,164 46.2% $2,926,240 2002 $218,376 Galt Jt Union Elem 1 24.9 $2,711,360 46.2% $3,962,757 2002 $159,147 Tahoe Truckee Unified 2 24 $2,752,632 43.2% $3,940,412 2003 $164,184 Davis Unified 5 23.3 $3,814,302 43.2% $5,460,199 2003 $234,343 Woodland Unified 3 50.2 $8,664,700 46.2% $12,663,792 2002 $252,267 Sacramento City Unified 1 35.2 $4,813,386 46.2% $7,034,949 2002 $199,856 Lodi Unified 4 47 $7,652,176 46.2% $11,183,950 2002 $237,956 Stockton Unified 3 49.1 $8,959,088 43.2% $12,824,996 2003 $261,202 Natomas Unified 11 38.7 $3,017,002 38.4% $4,175,850 2004 $107,903 Rocklin Unified 11 47.1 $11,101,088 24.4% $13,810,282 2005 $293,212 2018 Totals 679.3 $142,058,711 Average $209,125 Adjustment Middle Schools: 260.7 $49,447,897 Middle $189,704 $234,162 High Schools: 418.6 $92,610,814 High $221,217 $273,060
51 San Juan Unified School District Developer Fee Justification Study Level 1 Fees September 2018
Frank Camarda Assistant Superintendent of Facilities and Transportation Brett Mitchell Director of Facilities, Construction and Modernization
SAN JUAN UNIFIED SCHOOL DISTRICT
Purpose of Developer Fees
To pay for the construction or reconstruction of school facilities necessitated by student population increases resulting from development. (See, Cresta Bella, L.P. v. Poway Unified School District (2013) 218 Cal.App.4th 438; Ed. Code, § 17620(a)(1).)
SAN JUAN UNIFIED SCHOOL DISTRICT
52 Types of Developer Fees
Level 1 ◦ Ed. Code, § 17620 ◦ Gov. Code, §§ 65995, et seq. Level 2 ◦ Gov. Code, §§ 65995.5, 65995.6 Level 3 ◦ Gov. Code, §§ 65995.7
SAN JUAN UNIFIED SCHOOL DISTRICT
Level 1 Fees • Statutorily-designated level of fees
• Subject to an inflationary increase by the State Allocation Board (SAB) in every even year, currently: • $3.79 per square foot of residential development • $0.61 per square foot of commercial development
• Rental Self Storage facilities only justify a fee of $0.04 per sq. ft.
SAN JUAN UNIFIED SCHOOL DISTRICT
53 Level 1 Fees- Developer Fee Study • Requires justification study establishing : • Purpose of the fee; • Use to which the fee is to be put; • Reasonable relationship between the fee’s use and the type of development project; and • Reasonable relationship between the need for the public facility and the type of development project on which the fee is imposed. (Gov. Code, § 66001)
SAN JUAN UNIFIED SCHOOL DISTRICT
Current Status of SJUSD Level 1 Fees Residential Projects Current Statutory Fee = $3.48 Increased Statutory Fee = $3.79 Net Increase in Fee = $0.31
Commercial Projects Current Statutory Fee = $0.56 Increased Statutory Fee = $0.61 Net Increase in Fee = $0.05
SAN JUAN UNIFIED SCHOOL DISTRICT
54 Rationale Historical perspective on fee rates
SAN JUAN UNIFIED SCHOOL DISTRICT
Rationale Historical perspective income
DEVELOPER FEE INCOME 5 YEAR HISTORICAL CHART
$2,472,498
$2,112,607
$1,686,996
$1,359,097
$980,254
2013-14 2014-15 2015-16 2016-17 2017-18 Recent Facilities uses: • Dyer Kelly Elementary School • Bella Vista High School Signature project
SAN JUAN UNIFIED SCHOOL DISTRICT
55 Rationale
Reasons for New Level 1 Study Standard to update every two to four years as inflation adjustments are approved by the State Allocation Board Uses local student yield rate to determine development impacts Monitor volume of proposed developments and average size of new housing units Update facility capacity and facility needs Describe types of facility projects to be completed
SAN JUAN UNIFIED SCHOOL DISTRICT
Level 1 Fees Timeline
• 10 days prior to hearing: • Fee study must be made available for public review
• On hearing date: • SJUSD Board must adopt resolution adopting or increasing fees
• 60 days after hearing: • New fees become effective
SAN JUAN UNIFIED SCHOOL DISTRICT
56 Permissible Uses of Developer Fees Developer fees may be used for the following purposes: • Construction or reconstruction of school facilities. (Ed. Code, § 17620(a).) • Costs associated with conducting the meeting(s) required for levying a new fee or increasing an existing fee. (Gov. Code, § 66016(c).) • Costs attributable to the increased demand for public facilities reasonably related to the development in order to: (1) refurbish existing facilities to maintain the existing level of service or (2) achieve an adopted level of service that is consistent with a general plan. (Gov. Code, § 66001(g).)
SAN JUAN UNIFIED SCHOOL DISTRICT
SJUSD Developer Fee Use
• New Schools • Additions to Existing Schools • Portable Replacement Projects • Modernization/Upgrade Projects
SAN JUAN UNIFIED SCHOOL DISTRICT
57 Examples of District Modernization Project Needs
The District prepared a Facility Master Plan in 2014 that identified $554,508,067 in “Facility Condition Improvement Projects” plus an additional $837,574,311 in “Master Plan Improvement Projects”. The grand total facility needs identified were in excess of $2.4 billion.
SAN JUAN UNIFIED SCHOOL DISTRICT
Questions?
SAN JUAN UNIFIED SCHOOL DISTRICT
58 SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: __G-3____ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Gender Identity and Access (BP 5145.4) CHECK ONE: For Discussion: For Action: Report: DEPARTMENT: Department of Equity and Student Achievement Workshop: Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending that the board approve the following proposed Board Policy 5145.4 Gender Identity and Access.
RATIONALE/BACKGROUND: The district is recommending a new board policy regarding Gender Identity and Access. During the 2017/18 school year, the equity and student achievement and legal departments worked together to draft the language of the board policy, which was presented to various stakeholder groups for feedback. As issues surrounding gender identity and the laws governing student rights have evolved and become more complex, we want to ensure that the district has policies that comply with the law.
ATTACHMENT: A: Draft Board Policy 5145.4 – Gender Identity and Access
BOARD COMMITTEE ACTION/COMMENT: N/A
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 09/17/2018, 10/1/2018 Board of Education: 09/25/2018
FISCAL IMPACT: LCAP/STRATEGIC PLAN: Current Budget: $ N/A Goal: N/A Focus: N/A Additional Budget: $ N/A Action: N/A Funding Source: N/A (Unrestricted Base, Supplemental, other restricted, etc.) Strategic Plan: Strategy 1 Current Year Only On-going
PREPARED BY: Diana Marshall, Director of Equity and Student Achievement
APPROVED BY: Debra Calvin, Ed.D., Assistant Superintendent, Educational Services Kent Kern, Superintendent of Schools Attachment A
San Juan USD Board Policy Students
BP 5145.4 Gender Identity and Access
The San Juan Unified School District is committed to providing a safe, supportive and inclusive learning environment for all students and to ensuring that every student has equal access to the district’s educational programs and activities.
(cf. 0410 – Nondiscrimination in District Programs and Activities) (cf. 5131 – Conduct) (cf. 5131.2 – Bullying) (cf. 5145.3 – Nondiscrimination/Harassment)
California and federal law (Education Code section 220 and Title IX, 20 U.S.C. section 1681) require schools to treat all students, including transgender and gender nonconforming students, equally and fairly. State and federal law and district policy require that all programs, activities, and employment practices be conducted without discrimination based on, among other things, actual or perceived gender, gender identity, or gender expression. Education Code section 201 further provides that public schools have an affirmative obligation to combat bias, and a responsibility to provide equal educational opportunities to all pupils.
District policy requires that all schools and all personnel promote mutual respect and acceptance among students and staff. The district has a legal obligation to ensure that transgender and gender nonconforming students are safe, supported, and fully included in all school activities, programs, facilities, and educational opportunities. No person shall be subjected to discrimination on the basis of actual or perceived gender, gender identity, or gender expression. (Education Code section 220, 20 U.S.C. section 1681 (Title IX))
The board considers harassment, discrimination, intimidation, or bullying based on gender, gender identity, and gender expression to be a major offense. The district shall investigate all complaints of harassment, discrimination, intimidation, or bullying and take appropriate action against any student or employee who is found to have violated this policy. Harassment, discrimination, intimidation, or bullying of a student by another student in violation of this policy may constitute cause for disciplinary action.
(cf. 5144 – Discipline) (cf. 5144.1 – Suspension and Expulsion/Due Process) (cf. 5144.2 – Suspension and Expulsion/Due Process (Individuals with Exceptional Needs))
Complaints alleging harassment, discrimination, intimidation, or bullying based on a student’s actual or perceived gender, gender identity, gender expression, or gender nonconformity, are to be handled in the same manner as other discrimination/harassment/bullying complaints. Consistent
1 with the Uniform Complaint Procedures, complaints alleging discrimination or harassment based on a student’s gender, gender identity, gender expression, or gender nonconformity should be given immediate attention, fully and appropriately investigated in a timely manner, and resolved through appropriate corrective action.
(cf. 1312.3 – Uniform Complaint Procedures)
Students shall be advised that harassment, discrimination, intimidation, or bullying based on gender, gender identity, and gender expression are unacceptable conduct and will not be tolerated.
Students shall be informed that they should contact the school principal, designee, or another trusted employee if they experience such harassment, discrimination, intimidation, or bullying. Harassment, discrimination, intimidation, or bullying by an employee in violation of this policy constitutes cause for disciplinary action, up to and including dismissal.
(cf. 4118 – Suspension/Disciplinary Action) (cf. 4119.21/4219.21/4319.21 – Professional Standards) (cf. 4218 – Dismissal/Suspension/Disciplinary Action)
The superintendent shall adopt, and may periodically revise, administrative regulations necessary to implement and enforce this policy. The regulations shall provide an adequate description of this policy to parents, students and employees, provide appropriate complaint and resolution procedures, and establish due process for persons accused of harassment, discrimination, intimidation, or bullying based on gender, gender identity, and gender expression.
The superintendent shall ensure that students receive age-appropriate information and education related to gender, gender identity, and gender expression. In addition, the superintendent shall designate qualified individuals to provide appropriate training and educational programs on the issue of harassment, discrimination, intimidation, or bullying based on gender, gender identity, and gender expression.
Each school must ensure that all students, including transgender and gender nonconforming students, are provided a safe and supportive learning environment that is free of harassment, discrimination, intimidation, and bullying. Administrators, faculty and staff are required to intervene when they witness harassment, discrimination, intimidation and bullying of any student if they can do so safely.
This policy is intended to supplement, and not replace, state and federal laws prohibiting sexual harassment. Complaints under those laws shall be processed through the procedures established by appropriate state and/or federal agencies.
Legal Reference:
EDUCATION CODE
200-262.4 Prohibition of discrimination
2 51007 Legislative intent: state policy
GOVERNMENT CODE
11000 Definitions
11135 Nondiscrimination in programs or activities funded by state
11138 Rules and regulations
PENAL CODE
422.55 Definition of hate crime
422.6 Interference with constitutional right or privilege
CALIFORNIA CODE OF REGULATIONS, TITLE 5
4600-4687 Uniform complaint procedures
4900-4965 Nondiscrimination in elementary and secondary education programs
UNITED STATES CODE, TITLE 20
1681-1688 Discrimination based on sex or blindness, Title IX
CODE OF FEDERAL REGULATIONS, TITLE 34
106.1-106.61 Discrimination on the basis of sex, effectuating Title IX, especially:
106.9 Dissemination of policy
Management Resources:
CSBA PUBLICATIONS
Providing a Safe, Nondiscriminatory School Environment for Transgender and Gender-Nonconforming Students, Policy Brief, February 2014
Interim Guidance Regarding Transgender Students, Privacy, and Facilities, September 27, 2013
Safe Schools: Strategies for Governing Boards to Ensure Student Success, 2011
U.S. DEPARTMENT OF EDUCATION, OFFICE FOR CIVIL RIGHTS PUBLICATIONS
Notice of Non-Discrimination, January 1999
Protecting Students from Harassment and Hate Crime, January 1999
3 WEB SITES
CSBA: http://www.csba.org
California Department of Education: http://www.cde.ca.gov
California Safe Schools Coalition: http://www.casafeschools.org
U.S. Department of Education, Office for Civil Rights: http://www.ed.gov/about/offices/list/ocr
Policy SAN JUAN UNIFIED SCHOOL DISTRICT adopted: ______, 2018 Carmichael, California
4 SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: __G-4___ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Williams Complaint Report CHECK ONE: For Discussion: For Action: Report: DEPARTMENT: Legal Services Workshop: Recognition: Emergency Action:
ACTION REQUESTED: Receipt of information on Williams-type complaints filed with the district during the time period from July through September, 2018.
RATIONALE/BACKGROUND: The Williams legislation embodied in Education Code section 35186(d) requires each school district to publicly report, on a quarterly basis, summarized data on the nature and resolution of all Williams-type complaints filed with the district.
ATTACHMENT: Williams Act 1st Quarterly Report
BOARD COMMITTEE ACTION/COMMENT: N/A
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 10/01/2018
FISCAL IMPACT LCAP/STRATEGIC PLAN Current Budget: $ N/A Goal: N/A Focus: N/A Additional Budget: $ N/A Action: N/A Funding Source: N/A (Unrestricted Base, Supplemental, other restricted, etc.) Strategic Plan: N/A Current Year Only On-going
PREPARED BY: Linda C. T. Simlick, General Counsel
APPROVED BY: Kent Kern, Superintendent of Schools
San Juan Unified School District Legal Services 3738 Walnut Avenue, Carmichael, California 95608 P.O. Box 477, Carmichael, California 95609-0477 Telephone (916) 971-7110; FAX (916) 971-7704 Internet Web Site: www.sanjuan.edu
Kent Kern, Superintendent of Schools Linda C. T. Simlick, General Counsel
WILLIAMS UNIFORM COMPLAINT PROCESS (UCP) Quarterly Report
Year covered by this report: 2018
Quarter covered by this report: Quarter 1 (July - September)
Sufficiency of textbooks
Number of complaints: 0 Number resolved: 0 Number unresolved: n/a
School facilities issues
Number of complaints: 0 Number resolved: n/a Number unresolved: n/a
Vacancy or misassignment of teachers
Number of complaints: 0 Number resolved: n/a Number unresolved: n/a
Respectfully submitted: Linda C. T. Simlick General Counsel
SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: __ G-5__ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Variable Term Waiver/ Physical Education CHECK ONE: For Discussion: For Action: Report: DEPARTMENT: Human Resources Workshop: Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending that the board approve the submission of a Variable Term Waiver to the California Commission on Teacher Credentialing (CTC) effective 09/27/2018-06/30/2019 for Tyler Smith.
RATIONALE/BACKGROUND: A Variable Term Waiver is necessary to provide an authorization for Tyler Smith with a Physical Education Authorization for the 2018-19 school year.
Tyler is currently enrolled in the Sacramento County Office of Education Internship Program. He successfully provided service under a waiver in the 2017-18 school year and has passed one of the two CSET exams for Physical Education.
Aspects of the waiver application are intentionally left blank (personal information) and will be completed upon submission to the CTC.
All requests for Variable Term Waivers must be presented for approval to the governing board of the public school district. Every waiver request submitted to the CTC must include verification that a notice of intent to employ the named applicant in the identified position has been made public.
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 10/01/2018
FISCAL IMPACT LCAP/STRATEGIC PLAN Current Budget: $ N/A Goal: N/A Focus: N/A Additional Budget: $ N/A Action:_____N/A______Funding Source: N/A (Unrestricted Base, Supplemental, other restricted, etc.) Strategic Plan: ____N/A _____ Current Year Only On-going
PREPARED BY: Baljit Jhatu, Analyst, Human Resources Deann Carlson, Director, Certificated Personnel, Human Resources
APPROVED BY: Paul Oropallo, Assistant Superintendent, Human Resources Kent Kern, Superintendent of Schools
SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: _ G-6(a)___ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Tentative Agreement with the San Juan CHECK ONE: Teachers Association and the San Juan Unified School District For Discussion: For Action: Report: DEPARTMENT: Schools and Labor Relations Workshop: Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending the board approve the San Juan Teachers Association tentative agreement.
RATIONALE/BACKGROUND: Statute requires that the public be made aware of the costs associated with a tentative collective bargaining agreement before it becomes binding on the district or county office of education. Government Code Section 3547.5 states:
“Before a public school employer enters into a written agreement with an exclusive representative covering matters within the scope of representation, the major provisions of the agreement, including, but not limited to, the costs that would be incurred by the public school employer under the agreement for the current and subsequent fiscal year, shall be disclosed at a public meeting of the public school employer in a format established for this purpose by the Superintendent of Public Instruction [G.C. 3547.5(a)].”
This tentative agreement was ratified by the San Juan Teachers Association on September 26, 2018.
ATTACHMENTS: A: Tentative Agreement B: AB1200 Public Disclosure of Collective Bargaining Agreement
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 09/10/2018, 09/17/2018 Board of Education: 09/25/2018
FINANCIAL DATA: In accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449, Fiscal Services has prepared an analysis of the fiscal impact of the proposed agreement and has submitted it to the Sacramento County Office of Education. Costs to the General Fund beginning each year for the San Juan Teachers Association tentative collective bargaining agreement are: an increase of $6,673,302 in 2018- 2019, a decrease of ($2,328,084) in 2019-2020 and a decrease of ($230,085) in 2020-2021.
PREPARED BY: Jim Shoemake, Assistant Superintendent, Schools and Labor Relations
APPROVED BY: Kent Kern, Superintendent of Schools
SACRAMENTO COUNTY OFFICE OF EDUCATION PUBLIC DISCLOSURE OF COLLECTIVE BARGAINING AGREEMENT In Accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449 Name of School District: San Juan Unified School District - General Fund SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Confidential, Name of Bargaining Units: Board Contracted Cabinet members Certificated, Classified, Other: Certificated & Classified, Board Contracts
The proposed agreements cover the period beginning: July 1, 2018 and ending: June 30, 2020 or later (date) (date) The Governing Board will act upon the proposed agreement(s) on: October 9, 2018 (date) Note: This form, along with a copy of the proposed agreement, must be submitted to the County Office at least ten (10) working days prior to the date the Governing Board will take action. This form must also be available to the public at least ten (10) working days prior to the date the governing board will take action on the proposed bargaining agreements.
A. Proposed Change in Compensation Page 1a Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Column, which is also $269,484,269 $2,859,759 $1,790,337 ($184,733) reported separately in Item 6) 1.06% 0.66% -0.07% 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, $0 $4,143,947 ($4,143,947) $0 Differential, Callback or Standby Pay, etc. 0.00% 0.00% 0.00%
3 Statutory Benefits - STRS, PERS, FICA WC, UI, Medicare, etc. (retiree h&w and long-term $70,246,323 $1,351,458 ($427,057) ($41,288) sick leave included in section 4) 1.92% -0.61% -0.06% 4 Health/Welfare Plans - includes medical, dental, vision, life insurance, retiree h&w, long-term sick $62,468,120 ($232,871) ($147,771) ($4,064) leave, cash option, PEHP
-0.37% -0.24% -0.01% 5 Total Compensation - Add Items 1 through 4 to equal 5 $402,198,712 $8,122,293 ($2,928,438) ($230,085)
2.02% -0.73% -0.06% 6 Step and Column - Due to movement plus any changes due to settlement. 2018-19, 2019-20 and 2020-21 step and column increases have already $1,680,208 $0 $24,293 $15,154 been included in the multi-year projection. This is a subset of Item No. 1 7 Total Number of Represented Employees (Use FTEs if appropriate) 2,626.23 2,626.23 2,626.23 2,626.23 8 Total Compensation Average Cost per $153,147 $3,093 ($1,115) ($88) Employee
2.02% -0.73% -0.06% 9 Total Salary Compensation $269,484,269 $7,003,706 ($2,353,610) ($184,733) Total Salary Compensation % 2.60% -0.87% -0.07%
Page 1 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 1b
A. Proposed Change in Compensation-breakdown of amounts on page 1 General fund Page 1b
Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule $269,484,269 $2,859,759 $1,790,337 ($184,733) (This is to include Step and Columns, which is also reported separately in Item 6
Certificated Salaries - Object 1xxx - SF 0 $160,950,923
Certificated Salaries - Object 1xxx - Restricted $38,850,903
Classified Salaries - Object 2xxx - SF 0 $42,441,733
Classified Salaries - Object 2xxx - Restricted $27,240,710
Salary Increase Certificated Salaries SJTA Only 1.8% - Object 1xxx - SF 0 $1,811,855 $687,045
Salary Increase Certificated Salaries SJTA Only 1.8% - Object 1xxx - Restricted $399,277 $140,196
Salary Increase Classified Salaries 1.6% Object 2xxx - SF 0 $119,448 $59,164
Salary Increase Classified Salaries 1.6% Object 2xxx - Restricted $28,309 $14,025
Salary Increase Certificated Salaries 1.6% - Object 1xxx - SF 0 $172,084 $85,238
Salary Increase Certificated Salaries 1.6% Object 1xxx - Restricted $60,238 $29,843
Other - Certificated Salaries - Object 1xxx - SF 0 $49,892 $616,899 ($132,090)
Other - Certificated Salaries - Object 1xxx -Restricted $218,656 $157,927 ($52,643)
Other - Classified Salaries - Object 2xxx - SF 0
Other - Classified Salaries - Object 2xxx -Restricted $0
2 Other Compensation Stipends, Bonuses, Longevity, Overtime, Differential, Callback or Standby Pay, etc $0 $4,143,947 ($4,143,947) $0
One Time Payment - Certificated Salaries - Object 1xxx - SF 0 $3,127,521 ($3,127,521)
One Time Payment - Certificated Salaries - Object 1xxx - Restricted $737,094 ($737,094)
One Time Payment - Classified Salaries - Object 2xxx - SF 0 $225,652 ($225,652)
One Time Payment - Classified Salaries - Object 2xxx - Restricted $53,680 ($53,680) $0
3 Statutory Benefit - Certificated Rates 19.53% 19.53% 21.38% 22.35%
Statutory Benefit - Classified Rates 27.51% 27.51% 30.25% 32.95% Statutory Benefits - STRS, PERS, FICA, WC, UI, Medicare, etc. (Retiree H&W $70,246,323 $1,351,458 ($427,057) ($41,288) & Long-term Sick Leave included in section 4)
Payroll costs SF 0 $41,991,045
Payroll costs-Restricted $28,255,278
Salary Increase - Certificated payroll costs - SF 0 $353,855 $146,890 $0
Salary Increase - Certificated payroll costs - Restricted $77,979 $29,974 $0
Salary Increase - Classified payroll costs - SF 0 $32,860 $17,897 $0
Salary Increase - Classified payroll costs - Restricted $7,788 $4,243 $0
Salary Increase Other - Certificated payroll costs - SF0 $33,608 $18,224 $0
Salary Increase Other - Certificated payroll costs - Restricted $11,764 $6,380 $0
Other - Certificated payroll costs - SF0 $9,744 $103,144 ($29,522)
Other - Certificated payroll costs - Restricted $42,704 $27,347 ($11,766)
Other - Classified payroll costs - SF0 $0 $0 $0
Other - Classified payroll costs - Restricted $0 $0 $0
One Time Payment - Certificated payroll costs - SF0 $610,805 ($610,805)
One Time Payment - Certificated payroll costs - Restricted $143,954 ($143,954)
One Time Payment - Classified payroll costs - SF0 $21,324 ($21,324)
One Time Payment- Classified payroll costs - Restricted $5,073 ($5,073)
Page 2 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 1b
Compensation Annual Fiscal Impact of Proposed Agreement
Cost Prior to Year 1 Year 2 Year 3
Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 4 Health/Welfare Plans - $62,468,120 ($232,871) ($147,771) ($4,064) medical,dental,vision, life insurance, retiree h&w, lt sick leave, cash option (obj 340x, 395x,
Unrestricted (SF 0)
Medical/Dental/VSP - Object 340x $39,017,666
Life Insurance - Object 395x $26,818
Retiree H&W & Long-term Sick Leave - * See below for rates $5,022,292 $121,787 ($41,190) ($2,906)
Cash Option - Object 391x $48,773
Health & Welfare -SF 0 Certificated - * See below for rates
Health & Welfare -Restricted Certificated -* See below for rates
Health & Welfare -SF 0 Classified - *See below for rates
Health & Welfare - Restricted Classified -* See below for rates
($310,581) ($77,646) Post Employment Health Plan (PEHP) Object 3751 (SJTA only)-SF 0 $28,681
Total Unrestricted $44,144,230 ($188,794) ($118,836) ($2,906)
Restricted
$16,232,628 Medical/Dental/VSP - Object 340x
$15,994 Life Insurance - Object 395x
Retiree H&W & Long-term Sick Leave - * See below for rates $2,005,296 $32,809 ($9,714) ($1,158)
$52,586 Cash Option - Object 391x
$17,386 ($76,886) ($19,221) Post Employment Health Plan (PEHP) Object 3751 (SJTA only)-SF 3,5 Total Restricted $18,323,890 ($44,077) ($28,935) ($1,158)
5 Total Compensation - Add Items 1 through 4 $402,198,712 $8,122,293 ($2,928,438) ($230,085) 6 Step and Column - Related to movement plus any changes due to settlement. This is a subset $1,680,208 $24,293 $15,154 of Item No. 1
FTE - Using Sep 11, 2018 FTE for cost prior to proposed agreements. Years 1 - 3 have changes only due to the proposed agreements. 2,626.23 2,626.23 2,626.23 2,626.23
* Rates: FY 2018-19 FY 2018-19 FY 2019-20 FY 2020-21
Retiree H&W & Long-term Leave Rates - Certificated 2.05% 2.05% 2.20% 2.20% Retiree H&W & Long-term Leave Rates - Classified 4.63% 4.63% 4.75% 4.75% Health & Welfare 7.75% 7.75% Step & Column - Certificated 0.55% 0.70% 0.70% Step & Column - Classified 0.85% 0.85% 0.85%
Page 3 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 2 and 3, et. al. (Items 9 to 12.g.) 9. What was the negotiated salary percentage increase approved? For example, if the increase in "Year 1" was for less than a full year, what is the annualized percentage of that increase for "Year 1"? 2018-19 Article 11 - Salary #11.01 (SJTA) - Base salaries, hourly rate and all stipends (Exhibits D1-D9 and F1), shall be increased by a total of 1.80% effective November 1, 2018.
2018-19 - Article 12 - Salary - (SJPEC) Base salaries, stipends and hourly rates shall be increased by a total of 1.60% effective November 1, 2018.
2018-19 - Article 5 - Salary (SJSA) - Base salaries and hourly rates shall be increased by a total of 1.60% effective November 1, 2018.
2018-19 - Article 6.1 - Salary (Teamsters) - Base salaries, hourly rates and shift differential shall be increased by a total of 1.60% effective November 1, 2018.
2018-19 - Salary Schedule Adjustments (Confidential Group, Unrepresented Specialists, SJAA and Cabinet) - Base salaries shall be increased by a total of 1.60% effective November 1, 2018.
One-time off schedule payment Article 11 - Salary #11.01 (SJTA) - The District shall provide a one-time off schedule payment equal to 2.0 % of each member’s new annualized (for the full or partial period between July 1, 2018 and June 30, 2019) base salary and stipends included in contract as of November 1, 2018. The one-time off schedule payment will be paid no later than December 21, 2018 Article 12 - Salary - (SJPEC) - The District shall provide a one-time off schedule payment equal to 2.0% of each member’s new annualized (for the full or partial period between July 1, 2018 and June 30, 2019) base salary and stipends included in the contract as of November 1, 2018. The one-time off schedule payment will be paid no later than December 21, 2018 Article 5 - Salary (SJSA) - The District shall provide a one-time off schedule payment equal to 2.0% of each member’s new annualized (for the full or partial period between July 1, 2018 and June 30, 2019) base salary as of November 1, 2018. The one-time off schedule payment will be paid no later than December 21, 2018.
Article 6.1 - Salary (Teamsters) - The District shall provide a one-time off schedule payment equal to 2.0% of each employee's new annualized (for the full or partial period between July 1, 2018 and June 30, 2019) base salary as of November 1, 2018. The one-time off schedule payment will be paid no later than December 21, 2018.
Salary Schedule Adjustments - (Confidential Group, Unrepresented Specialists, SJAA and Cabinet) - The District shall provide a one-time off schedule payment equal to 2.0% of each member’s new annualized (for the full or partial period between July 1, 2018 and June 30, 2019) base salary as of November 1, 2018. The one-time off schedule payment will be paid no later than December 21, 2018.
Annualized percentage
Since all these salary settlements are affective November 1, 2018, the annualized percentage increase for SJTA is 1.31%, For all other groups mentioned in this document, the annualized percentage increase is 1.07%.
Page 4 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 2 and 3, et. al. (Items 9 to 12.g.) 10. Were any additional steps, columns, or range added to the schedules? (If yes, please explain.)
Article 12.01 - Salary (SJPEC) - Effective November 1, 2018, the district will provide a range increase for Psychologists from Range 15 to Range 16. Additionally, the district agrees to implement a stipend of $1000 per year for all SJPEC members who possess a current Pupil Personnel Services Credential (PPS), Psychologist credential, and who possess either an Education Specialist in School Psychology (Ed.S), a Licensed Education Psychologist (LEP), or a Nationally Certified School Psychologist (NCSP). The stipend amount would be a maximum of $1000 per year per Psychologist. SJPEC members would be required to provide proof of possession to HR. Coalition members must complete filing of verifiable transcripts, licenses or certificates in Human Resources by October 1. For the 2018-2019 school year Coalition members must complete filing of verifiable transcripts, licenses or certificates in Human Resources by October 22, 2018. For the 2018-2019 school year the stipend will be paid on a pro-rata share at an amount of $727.27.
11 . Please include comments and explanations as necessary. (If more room is necessary, please attach an additional sheet.)
CSEA has not concluded negotiations and are not part of this disclosure. However, for unrestricted general fund, we included the potential cost in the current and subsequent years under "assigned amounts". For restricted general fund and all other funds, the potential costs are included in the current and subsequent years under "assigned/reserved amounts". The assumption would be to reduce the restricted amounts to offset the increased or decreased costs.
12.a. Does this bargaining unit have a negotiated cap for Health & Welfare Yes No X benefits? If yes, please describe the cap amount. N/A 12.b. Proposed Negotiated Changes in other compensation and non-compensation Items (i.e., class size adjustments, staff development days, teacher prep time, classified staffing ratios, etc.). Article 8.02.2 - Work Year Calendar (SJTA) - Beginning in the 2019-20 school year, the third non instructional workday will become permanent for members currently on a 185 (or less) day calendar. (Note: For FY 2018-19, the members are currently working 186 days. This change in language is to make it permanent since in our current MYP for FY 2019-20, this third day was reduced).
Article 8.02.9 - Hours (SJTA) - Effective July 1, 2019, the work year for Nurses shall be increased by one (1) day. a. Effective July 1, 2018 Nurses shall earn an annual stipend included in contract of $2182.00 that will be added to Exhibit D-9. Article 8.02.10 - Hours (SJTA) - Effective July 1, 2019, the work year for Speech and Language Pathologists shall be increased by one (1) day. a. Effective July 1, 2018 Speech and Language Pathologists shall earn an annual stipend included in contract of $4364.00 that will be added to Exhibit D-9. Article 8.02.11 - Hours (SJTA) - Effective July 1, 2019, the work year for Vision & Mobility Specialists shall be increased by one (1) day. a. Effective July 1, 2018 Visions & Mobility Specialists shall earn an annual stipend included in contract of $2182.00 that will be added to Exhibit D-9.
Page 5 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 2 and 3, et. al. (Items 9 to 12.g.)
Article 8.02.12 - Work Year Calendar (SJTA) - Effective upon Board approval of this agreement, the work year for a School Social Worker shall be 195 days of responsibility. Five (5) of those days will remain unscheduled for use mutually agreed upon between administration and the School Social Worker. In the event mutual agreement is not reached on the scheduling, the administrator shall make the decision based on the needs of the site/program. The workday for a School Social Worker shall be similar to a regular onsite teacher workday inclusive of a 30 minute daily duty free lunch. A School Social Worker stipend included in contract of $5,000 shall be added to Exhibit D-9.
a. For School Social Worker hired prior to ratification of this contract the following shall apply: i. For the 2018-19 school year only, School Social Workers shall work 208 days. ii. No reduction in annual income from the 2018-19 school year. 1. School Social Workers may move columns in accordance with Exhibit D for the 2019-20 school year only, but will remain at the salary step from the 2018-19 school year, until the compensation language in 8.02.12 meets or exceeds that rate of pay. All units / hours for column movement must be completed prior to the first work day in September, 2019 and submitted to Human Resources prior to October 1, 2019. After these dates, column movement will not impact compensation until the compensation language in 8.02.12 meets or exceeds that rate of pay. iii. School Social Workers will continue to benefit from any negotiated salary increase. iv. All leave hours accumulated by School Social Workers prior to this agreement shall not be recalculated. Deductions for leave (sick or personal necessity) moving forward will be consistent with the other bargaining unit members. Article 9.01.1d - Benefits (SJTA) - Effective November 1, 2018 this Post Employment Health Plan (PEHP) benefit is suspended indefinitely. (Note: For FY 2018-19, majority of the budget for PEHP is included under "Medical/Dental/VSP".) Article 24.02.2 - Creating and Sustaining A Collaborative Culture (SJTA) - Effective July 1, 2019, Adaptive Physical Education Specialists shall establish an elected leadership team. Effective July 1, 2019 MTSS support center members shall establish an elected leadership team to represent all support centers.
Article 24.05.2 - Department Chairs (SJTA) - Effective July 1, 2018, stipend for two K-8 middle years department chairs for sites that are departmentalized will be paid at the Department Chair C rate consistent with Exhibit D-9.
12.c. What are the specific impacts (positive or negative) on instructional and support programs to accommodate the settlement? Include the impact of changes such as staff reductions or increases, program reductions or increases, elimination or expansion of other services or programs (i.e., counselors, librarians, custodial staff, etc.) Salary increase helps SJUSD with employee recruitment. As much as possible, program budgets will absorb cost increases. Unappropriated fund balance is the source of funding to accommodate the settlements until additional solutions are identified and approved.
12.d. What contingency language is included in the proposed agreement (e.g., reopeners, etc.)? CONTINGENCY LANGUAGE: Article 1 - Contract Provisions #1.06.3 (SJTA) - The parties agree to reopen negotiations for the 2019-20 school year following the same procedures outlined in 1.06.2. The following will be considered reopeners: Article 11 (Salary), Article 8 (Hours) and Article 9 (Employee Benefits) and each party may select one additional article for the 2019-20 school year. In addition, all recommendations arising from joint committees set forth in this tentative will be part of negotiations.
Page 6 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 2 and 3, et. al. (Items 9 to 12.g.)
Article 1 - General Provisions #1.6 (SJPEC) - Subsequent Negotiations and “Sunshine” Process: Each party to this Contract may reopen salary, benefits, plus two additional articles each, for the 2019-2020 fiscal year. SJPEC shall submit its written initial proposals to the District on or before July 31 for the 2019-2020 reopeners. The written proposal shall be submitted to the Board of Education with a copy to the Assistant Superintendent of Schools and Labor Relations. The proposal will be placed on the Board agenda and public comment will be invited at the following board meeting. The District will present its initial written proposals for the reopener negotiations within three board meetings of the public comment period and will adopt its initial proposal by the fourth board meeting following the public comment on the Coalition’s initial proposal. In addition, all recommendations arising from joint committees set forth in this tentative agreement will be part of the 2019-2020 negotiations. Article 2 - Contract Provisions #2.4.4 (SJSA) - The parties agree to reopen negotiations on articlesof the contract each year as provided by and in accordance with Sections 2.4.1 and 2.4.2. Article 5 – Salaries Article 6 – Fringe Benefits Each party may also reopen any two (2) other articles
Article 1.2.1 - (Teamsters) - The District and Teamsters affirm that the term of this agreement is July 1, 2018 through June 30, 2021. During the second and third year of the agreement, the District and Teamsters may (in addition to salary and benefits – Articles 6 and 7) reopen one article for negotiations.
12.e. Will this agreement create or decrease deficit financing in the current or subsequent year(s)? "Deficit Financing" is defined to exist when a fund's expenditures and other financing uses exceed its revenues and other financing sources in a given year. If yes, explain the amounts and justification for doing so.
General Fund: Deficit financing in unrestricted LCFF non-supplemental is expected to be created from the agreements in the current year. In FY 2019-20, deficit spending is decreased due to the reversal of one-time expenses. However, in FY 2020-21, deficit spending increases again. Fund balance is projected to be used until further budget solutions are identified and approved. All Other Funds: Deficit financing will increase in the current year from the agreements. For FY 2019-2020, deficit spending decreases due to reversal of one-time expenses. For FY 2020-2021, it increases again. Fund balance is projected to be used until further budget solutions are identified and approved.
12.f. Identify other major provisions that do not directly affect the district's costs, such as binding arbitrations, grievance procedures, etc. None known at this time.
12.g. Source of Funding for Proposed Agreement 1. Current Year Source of funding for the proposed agreements are unrestricted and restricted revenues, including one-time discretionary revenue from 2018-19 mandate cost claim reimbursement allocations.
2. If this is a single year agreement, how will the ongoing cost of the proposed agreement be funded in subsequent years (i.e., what will allow the district to afford this contract)? See below.
3. If this is a multiyear agreement, what is the source of funding, including assumptions used, to fund these obligations in subsequent years? (Remember to include compounding effects in meeting obligations.)
The sources of funding these multi-year agreements are LCFF, program revenues, and the unappropriated fund balance until additional solutions are identified and approved. The district is initiating a budget review process with the commitment to identify and implement sufficient budget solutions over the next six months.
Page 7 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 4a H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Unrestricted SF0 General Fund
SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Enter Bargaining Unit/Group: Confidential, Board Contracted Cabinet members Column 1 Column 2 Column 3 Column 4 Certificated & Classified, Other Revisions, including FY 2018-19 Board Contracts proposed budget revision Budget Act FY 2018-19 09/11/2018 Board Proposed Budget after Approved adjustments REVENUES LCFF Sources (8010-8099)$ 356,573,864 $ - $ 356,573,864
Remaining Revenues (8100-8799)$ 16,828,178 $ - $ 16,828,178
TOTAL REVENUES$ 373,402,042 $ - $ - $ 373,402,042 EXPENDITURES Certificated Salaries (1000-1999)$ 160,950,923 $ 5,161,352 $ - $ 166,112,275
Classified Salaries (2000-2999)$ 42,441,733 $ 345,100 $ - $ 42,786,833
Employee Benefits (3000-3999)$ 86,135,275 $ 873,402 $ - $ 87,008,677
Books and Supplies (4000-4999)$ 15,958,641 $ (604,197) $ - $ 15,354,444
Services, Other Operating Expenses (5000-5999)$ 18,868,794 $ - $ 18,868,794
Capital Outlay (6000-6999)$ 246,318 $ - $ 246,318
Other Outgo (7100-7299) (7400-7499)$ 613,223 $ - $ 613,223
Direct Support/Indirect Cost (7300-7399)$ (6,035,048) $ - $ (6,035,048)
Other Adjustments $ - $ -
TOTAL EXPENDITURES$ 319,179,859 $ 5,775,657 $ - $ 324,955,516
OPERATING SURPLUS (DEFICIT)$ 54,222,183 $ (5,775,657) $ - $ 48,446,526
TRANSFERS IN & OTHER SOURCES (8910-8979)$ - $ - $ -
TRANSFERS OUT & OTHER USES (7610-7699)$ 159,596 $ - $ - $ 159,596
CONTRIBUTIONS (8980-8999)$ (53,891,432) $ (1,405,201) $ - $ (55,296,633)
CURRENT YEAR INCREASE (DECREASE) IN FUND $ 171,155 $ (7,180,858) $ - $ (7,009,703) BALANCE
BEGINNING BALANCE$ 45,550,198 $ - $ - $ 45,550,198
Prior-Year Adjustments/Restatements (9793/9795)$ - $ -
CURRENT-YEAR ENDING BALANCE$ 45,721,353 $ - $ - $ 38,540,495
COMPONENTS OF ENDING BALANCE: $ -
Nonspendable Amounts: $ 500,000 $ 500,000
Reserved Amounts (9711-9740) $ - $ -
Reserved for Economic Uncertainties (9770) $ 9,520,000 $ 143,617 $ - $ 9,663,617
Committed Funds (9750-9760) $ - $ - $ -
Assigned Amounts $ 4,184,579 $ 1,376,743 $ 5,561,322
Unappropriated Amounts (9790) $ 31,516,774 $ 22,815,556
Page 8 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 4b H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Restricted SF 3 & 5 General Fund
SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Enter Bargaining Unit/Group: Confidential, Board Contracted Cabinet members Column 1 Column 2 Column 3 Column 4 Certificated & Classified, Other Revisions, FY 2018-19 Board Contracts including proposed Budget Act budget revision FY 2018-19 09/11/2018 Board Proposed Budget after Approved adjustments REVENUES LCFF Sources (8010-8099)$ - $ - $ -
Remaining Revenues (8100-8799)$ 88,429,611 $ - $ 88,429,611
TOTAL REVENUES$ 88,429,611 $ - $ - $ 88,429,611 EXPENDITURES Certificated Salaries (1000-1999)$ 38,850,903 $ 1,415,265 $ - $ 40,266,168
Classified Salaries (2000-2999)$ 27,240,710 $ 81,989 $ - $ 27,322,699
Employee Benefits (3000-3999)$ 46,579,168 $ 245,185 $ - $ 46,824,353
Books and Supplies (4000-4999)$ 25,996,044 $ (337,238) $ - $ 25,658,806
Services, Other Operating Expenses (5000-5999)$ 10,962,950 $ - $ 10,962,950
Capital Outlay (6000-6999)$ 276,962 $ - $ 276,962
Other Outgo (7100-7299) (7400-7499)$ 109,069 $ - $ 109,069
Direct Support/Indirect Cost (7300-7399)$ 4,577,602 $ - $ 4,577,602
Other Adjustments $ - $ -
TOTAL EXPENDITURES$ 154,593,408 $ 1,405,201 $ - $ 155,998,609
OPERATING SURPLUS (DEFICIT)$ (66,163,797) $ (1,405,201) $ - $ (67,568,998)
TRANSFERS IN & OTHER SOURCES (8910-8979)$ - $ - $ -
TRANSFERS OUT & OTHER USES (7610-7699)$ 2,019,176 $ - $ 2,019,176
CONTRIBUTIONS (8980-8999)$ 53,891,432 $ 1,405,201 $ - $ 55,296,633
CURRENT YEAR INCREASE (DECREASE) IN FUND $ (14,291,541) $ - $ - $ (14,291,541) BALANCE
BEGINNING BALANCE$ 31,978,202 $ - $ - $ 31,978,202
Prior-Year Adjustments/Restatements (9793/9795)$ - $ -
CURRENT-YEAR ENDING BALANCE$ 17,686,661 $ 17,686,661 COMPONENTS OF ENDING BALANCE: Nonspendable Amounts $ - $ -
Reserved Amounts (9711-9740) $ 17,686,661 $ - $ - $ 17,686,661 Reserved for Economic Uncertainties (9770) $ - $ -
Committed Funds $ - $ - $ -
Assigned Amounts $ - $ -
Unappropriated Amounts (9790) $ - $ - $ -
Page 9 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 4c H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Combined General Fund
SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Enter Bargaining Unit/Group: Confidential, Board Contracted Cabinet members Column 1 Column 2 Column 3 Column 4
FY 2018-19 Other Revisions, FY 2018-19 Budget Act Certificated & Classified, including proposed Proposed Budget after 09/11/2018 Board Board Contracts budget revision adjustments Approved
REVENUES LCFF Sources (8010-8099)$ 356,573,864 $ - $ - $ 356,573,864
Remaining Revenues (8100-8799)$ 105,257,789 $ - $ - $ 105,257,789
TOTAL REVENUES$ 461,831,653 $ - $ - $ 461,831,653 EXPENDITURES Certificated Salaries (1000-1999)$ 199,801,826 $ 6,576,617 $ - $ 206,378,443
Classified Salaries (2000-2999)$ 69,682,443 $ 427,089 $ - $ 70,109,532
Employee Benefits (3000-3999)$ 132,714,443 $ 1,118,587 $ - $ 133,833,030
Books and Supplies (4000-4999)$ 41,954,685 $ (941,435) $ - $ 41,013,250
Services, Other Operating Expenses (5000-5999)$ 29,831,744 $ - $ - $ 29,831,744
Capital Outlay (6000-6999)$ 523,280 $ - $ - $ 523,280
Other Outgo (7100-7299) (7400-7499)$ 722,292 $ - $ - $ 722,292
Direct Support/Indirect Cost (7300-7399)$ (1,457,446) $ - $ - $ (1,457,446)
Other Adjustments$ - $ - $ - $ -
TOTAL EXPENDITURES$ 473,773,267 $ 7,180,858 $ - $ 480,954,125
OPERATING SURPLUS (DEFICIT)$ (11,941,614) $ (7,180,858) $ - $ (19,122,472)
TRANSFERS IN & OTHER SOURCES (8910-8979)$ - $ - $ - $ -
TRANSFERS OUT & OTHER USES (7610-7699)$ 2,178,772 $ - $ - $ 2,178,772
CONTRIBUTIONS (8980-8999)$ - $ - $ - $ -
CURRENT YEAR INCREASE (DECREASE) IN FUND $ (14,120,386) $ (7,180,858) $ - $ (21,301,244) BALANCE
BEGINNING BALANCE$ 77,528,400 $ 77,528,400
Prior-Year Adjustments/Restatements (9793/9795)$ - $ - $ - $ - CURRENT-YEAR ENDING BALANCE $ 63,408,014 $ - $ - $ 56,227,156
COMPONENTS OF ENDING BALANCE: $ - Nonspendable Amounts $ 500,000 $ 500,000
Reserved Amounts (9711-9740) $ 17,686,661 $ - $ - $ 17,686,661
Reserved for Economic Uncertainties (9770) $ 9,520,000 $ 143,617 $ - $ 9,663,617
Committed Funds $ - $ - $ -
Assigned Amounts $ 4,184,579 $ 1,376,743 $ - $ 5,561,322
Unappropriated Amounts - Unrestricted (9790) $ 31,516,774 $ - $ - $ 22,815,556 Reserve for Economic Uncertainties Percentage 2.00% 2.00% 2.00%
Page 10 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 5 I. IMPACT OF PROPOSED AGREEMENT ON SUBSEQUENT YEARS Combined General Fund
SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Enter Bargaining Unit/Group: Confidential, Board Contracted Cabinet members FY 2018-19 FY 2019-20 FY 2020-21
FY 2018-19 Certificated & Classified, Board Proposed Budget after Second Subsequent Year Contracts adjustments REVENUES LCFF Sources (8010-8099) $356,573,864 $364,073,655 $374,116,696
Remaining Revenues (8100-8799) $105,257,789 $92,404,132 $92,907,912 TOTAL REVENUES $461,831,653 $456,477,787 $467,024,608 EXPENDITURES Certificated Salaries (1000-1999) $206,378,443 $204,471,011 $205,827,861
Classified Salaries (2000-2999) $70,109,532 $70,005,716 $71,281,272
Employee Benefits (3000-3999) $133,833,030 $140,971,389 $149,841,435
Books and Supplies (4000-4999) $41,013,250 $18,516,151 $22,454,897
Services, Other Operating Expenses (5000-5999) $29,831,744 $28,934,133 $27,073,203
Capital Outlay (6000-6999) $523,280 $201 $201
Other Outgo (7100-7299) (7400-7499) $722,292 $722,292 $722,292
Direct Support/Indirect Cost (7300-7399) ($1,457,446) ($1,471,789) ($1,471,789)
Other Adjustments $0 $0 $0
TOTAL EXPENDITURES $480,954,125 $462,149,104 $475,729,372
OPERATING SURPLUS (DEFICIT) -$19,122,472 -$5,671,317 -$8,704,764
TRANSFERS IN & OTHER SOURCES (8910-8979) $0 $0 $0
TRANSFERS OUT & OTHER USES (7610-7699) $2,178,772 $2,178,772 $2,178,772
CONTRIBUTIONS (8980-8999) $0 $0 $0 CURRENT YEAR INCREASE (DECREASE) IN FUND BALANCE ($21,301,244) ($7,850,089) ($10,883,536)
BEGINNING BALANCE $77,528,400 $56,227,156 $48,377,067
Prior-Year Adjustments/Restatements (9793/9795) $0
CURRENT-YEAR ENDING BALANCE $56,227,156 $48,377,067 $37,493,530 COMPONENTS OF ENDING BALANCE: Nonspendable Amounts $500,000 $500,000 $500,000
Reserved Amounts (9711-9740) $17,686,661 $17,686,661 $17,686,661
Reserved for Economic Uncertainties (9770) $9,663,617 $9,300,000 $9,615,085
Committed Funds $0 $0 $0
Assigned Amounts $5,561,322 $4,972,675 $4,972,675
Unappropriated Amounts - Unrestricted (9790) $22,815,556 $15,917,731 $4,719,109 Reserve for Economic Uncertainties Percentage 2.00% 2.00% 2.01%
Page 11 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 6 J. IMPACT OF PROPOSED AGREEMENT ON UNRESTRICTED RESERVES
1. State Reserve Standard
2018-19 2019-20 2020-21 Projected Year Multi-Year Multi-Year Totals - Budget Projection Projection
Total Expenditures, Transfers Out, and Uses $ 483,132,897 $ 464,327,876 $ 477,908,144 a. (Including Cost of Proposed Agreement) State Standard Minimum Reserve Percentage for 2% 2% 2% b. this District (2%) enter percentage: State Standard Minimum Reserve Amount for this District (For districts with less than 1,001 ADA, $ 9,662,658 $ 9,286,558 $ 9,558,163 this is the greater of Line a, times Line b, OR c. $50,000
2. Budgeted Unrestricted Reserve (After Impact of Proposed Agreement)
General Fund Budgeted Unrestricted $ 9,663,617 $ 9,300,000 $ 9,615,085 a. Designated for Economic Uncertainties (9770) General Fund Budgeted Unrestricted $ 22,815,556 $ 15,917,731 $ 4,719,109 b. Unappropriated Amount (9790) Special Reserve Fund (Fund 17) Budgeted $ - $ - $ - c. Designated for Economic Uncertainties (9770)
Special Reserve Fund (Fund 17) Budgeted $ - $ - $ - d. Unappropriate Amount (9790) g. Total Available Reserves $ 32,479,173 $ 25,217,731 $ 14,334,194 h. Reserve for Economic Uncertainties Percentage 2.00% 2.00% 2.01%
3. Do unrestricted reserves meet the state minimum reserve amount? 2018-19 Yes x No 2019-20 Yes x No 2020-21 Yes x No
4. If no, how do you plan to restore your reserves?
Page 12 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 7 5. If the total amount of the adjustment in Column 2 on Page 4c does not agree with the amount of the Total Compensation Increase in Section A, Line 5, Page 1a (i.e., increase was partially budgeted), explain the variance below:
Total amount of the adjustment in Column 2 on Page 4c is: $ 7,180,858 Total Compensation Increase in Section A, Line 5, Page 1a is: $ 8,122,293 Variance $ (941,435)
Amount already budgeted in Supplemental and Categorical funds: $ (941,435)
Amount budgeted in Object 43xx, reduced as a result of identifying funds for the proposed $ - agreement $ (941,435)
6. Please include any additional comments and explanation of Page 5 if necessary:
Page 13 of 32 October 9, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 8
K. SALARY NOTIFICATION REQUIREMENT
The following section is applicable and should be completed when any Salary/Benefit Negotiations are settled after the district's final budget has been adopted.
COMPARISON OF PROPOSED AGREEMENT TO CHANGE IN DISTRICT LOCAL CONTROL FUNDING
(a) Current-Year Local Control Funding per ADA( line 19 below): $ 9,444 (b) Prior-Year Base Funding per ADA (line 20 below) $ 8,816 (c) Amount of Current-Year Increase: (a) minus (b) $ 628 (d) Percentage Increase in Base LCFF per ADA: (c) divided by (b) 7.12% (e) Total Compensation Percentage Increase from Section A, Line 5, Page 1 for current year (Year 1) 2.02%
1 K-3 CSR 6,361,740 2 EIA 4,398,886 3 Other State categorical 24,749,916 4 Transportation 5,230,781 5 Targeted Instructional Improvement Grant (TIIG) 2,350,261 6 Total LCFF Categoricals $ 43,091,584 7 2012-13 Rev Limit funding per ADA $ 5,303.79 8 Actual or Estimated funded ADA 37,759.75 Current year ADA x 2012-13 Rev Limit funding per 9 ADA (7 x 8 ) 200,269,784 10 Prior year gap funding $ 7,797,472 11 Prior year gap funding per ADA 206.85 Total of all prior years gap funding adjusted for 12 current year ADA 89,457,379 13 Adjusted Funding Floor (6 + 9 + 12) $ 332,818,747 14 LCFF funding target $ 356,584,447 15 Funding GAP (14-13) $ 23,765,700 16 LCFF Statewide funding GAP % 100.00% 17 LCFF Growth (15 x 16) $ 23,765,700 18 LCFF Funding ( 13 + 17) $ 356,584,447 19 LCFF revenue per ADA (18/10) $ 9,444 20 Prior year funding per ADA $ 8,816 21 Per ADA change from Prior year (19 - 20) $ 628 22 Growth Increase % (21/20) 7.12%
Page 14 of 32 October 9, 2018 San Juan Unified School District
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Page 16 of 32 October 9, 2018 6DQ-XDQ8QLILHG6FKRRO'LVWULFW SACRAMENTO COUNTY OFFICE OF EDUCATION PUBLIC DISCLOSURE OF COLLECTIVE BARGAINING AGREEMENT In Accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449 Name of School District: San Juan Unified School District - Adult Education Fund SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Confidential, Name of Bargaining Units: Board Contracted Cabinet members Certificated, Classified, Other: Certificated & Classified, Board Contracts The proposed agreements cover the period beginning: July 1, 2018 and ending: June 30, 2020 or later (date) (date) The Governing Board will act upon the proposed agreement(s) on: October 9, 2018 (date) Note: This form, along with a copy of the proposed agreement, must be submitted to the County Office at least ten (10) working days prior to the date the Governing Board will take action. This form must also be available to the public at least ten (10) working days prior to the date the governing board will take action on the proposed bargaining agreements. A. Proposed Change in Compensation Page 1 (Other Funds Section) Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is $1,364,277 $13,201 $7,658 $0 also reported separately in Item 6) 0.97% 0.56% 0.00% 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, $0 $21,236 -$21,235 $0 Differential, Callback or Standby Pay, etc. 0.00% 0.00% 0.00%
3 Statutory Benefits - STRS, PERS, FICA WC, UI, Medicare, etc. (retiree h&w and long- $331,760 $6,725 -$2,614 $0 term sick leave included in section 4) 2.03% -0.79% 0.00% 4 Health/Welfare Plans - includes medical, dental, vision, life insurance, retiree h&w, long- $254,820 -$983 -$690 $0 term sick leave, cash option -0.39% -0.27% 0.00% 5 Total Compensation - Add Items 1 through 4 to $1,950,858 $40,179 -$16,882 $0 equal 5 2.06% -0.87% 0.00% 6 Step and Column - Due to movement plus any changes due to settlement. 2018-19, 2019-20 and 2020-21 step and column increases have $7,821 $0 $110 $64 already been included in the multi-year projection. This is a subset of Item No. 1 7 Total Number of Represented Employees (Use FTEs if appropriate) 14.68 14.68 14.68 14.68 8 Total Compensation Average Cost per $132,862 $2,736 -$1,150 $0 Employee 2.06% -0.87% 0.00% 9 Total Salary Compensation $1,364,277 $34,437 -$13,577 $0 Total Salary Compensation % 2.52% -1.00% 0.00%
Page 17 of 32 October 9, 2018 San Juan Unified School District A. Proposed Change in Compensation for Adult Education Fund Page 2 (Other Funds Section)
Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
Certificated & Classified, Board Contracts FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also reported $1,364,277.00 $13,201.00 $7,658.00 $0.00 separately in Item 6)
Certificated Salaries - Object 1xxx $1,122,449 $0 $0
Classified Salaries - Object 2xxx $241,828 $0 $0
Salary Increase Certificated Salaries SJTA Only 1.8% - Object 1xxx $10,813 $4,044
Salary Increase Certificated Salaries 1.6% - Object 1xxx $2,388 $1,183 $0
Salary Increase Classified Salaries 1.6% Object 2xxx
Other - Certificated Salaries - Object 1xxx $2,431
2 Other Compensation Stipends, Bonuses, Longevity, Overtime, Differential, Callback or $0 $21,236 -$21,235 $0 Standby Pay, etc.
One Time Payment -Certificated Salaries - Object 1xxx $21,236 ($21,236) $0
One Time Payment - Classified Salaries - Object 2xxx - $0 $0
3 Statutory Benefit - Certificated Rates 19.53% 19.53% 21.38% 22.35% Statutory Benefit - Classified Rates 27.51% 27.51% 30.25% 32.95% Statutory Benefits - STRS, PERS, FICA, WC, UI, Medicare, etc. $331,760 $6,725 -$2,614 $0 (Retiree H&W & Long-term Sick Leave included in section 4) Certificated Payroll costs $267,024 $0 $0 $0
Classified Payroll costs $64,736 $0 $0
Salary Increase - Certificated payroll costs $2,578 $1,533
Salary Increase - Classified payroll costs $0 $0
One Time Payment - Certificated payroll costs $4,147 ($4,147) $0
One Time Payment - Classified payroll costs $0 4 Health/Welfare Plans - $254,820 -$983 -$690 $0 Medical,dental,vision, life insurance, retiree h&w, lt sick leave, cash Medical/Dental/VSP - Object 340x $217,209
Life Insurance - Object 395x $525 $0 $0 Retiree H&W & Long-term Sick Leave - * See below for rates $34,973 $707 -$267 $0 Post Employment Health Plan (PEHP) Object 3751 (SJTA only) $2,113 ($1,690) ($423)
5 Total Compensation - Add Items 1 through 4 to equal 5 $1,950,858 $40,179 -$16,882 $0
6 Step and Column - Related to movement plus any changes due $7,821 $0 $110 $64 to settlement. This is a subset of Item No. 1
FTE - Using Sep 11, 2018 FTE for cost prior to proposed agreements. Years 1 - 3 have changes only due to the proposed 14.68 14.68 14.68 14.68
* Rates: FY 2018-19 FY 2018-19 FY 2019-20 FY 2020-21 Retiree H&W & Long-term Leave Rates - Certificated 2.05% 2.05% 2.20% 2.20% Retiree H&W & Long-term Leave Rates - Classified 4.63% 4.63% 4.75% 4.75% Health & Welfare 7.75% 7.75% Step & Column - Certificated 0.55% 0.70% 0.70% Step & Column - Classified 0.70% 0.85% 0.85%
Page 18 of 32 October 9, 2018 San Juan Unified School District H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Page 3 (Other Funds Section) Adult Ed Fund-Unrestricted & Restricted
SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Enter Bargaining Unit/Group: Confidential, Board Contracted Cabinet members Column 1 Column 2 Column 3 Column 4 Certificated & Classified, Other Revisions, FY 2018-19 Board Contracts including proposed Budget Act budget revision FY 2018-19 09/11/2018 Board Proposed Budget after Approved adjustments REVENUES LCFF Sources (8010-8099)$ - $ - $ -
Remaining Revenues (8100-8799)$ 3,212,144 $ - $ 3,212,144
TOTAL REVENUES$ 3,212,144 $ - $ - $ 3,212,144 EXPENDITURES Certificated Salaries (1000-1999)$ 1,122,449 $ 34,437 $ - $ 1,156,886
Classified Salaries (2000-2999)$ 241,828 $ - $ - $ 241,828
Employee Benefits (3000-3999)$ 586,580 $ 5,742 $ - $ 592,322
Books and Supplies (4000-4999)$ 241,773 $ - $ 241,773
Services, Other Operating Expenses (5000-5999)$ 818,600 $ - $ 818,600 Capital Outlay (6000-6999)$ - $ - $ - Other Outgo (7100-7299) (7400-7499)$ - $ - $ - Direct Support/Indirect Cost (7300-7399)$ 63,377 $ - $ 63,377 Other Adjustments$ - $ - $ -
TOTAL EXPENDITURES$ 3,074,607 $ 40,179 $ - $ 3,114,786 OPERATING SURPLUS (DEFICIT)$ 137,537 $ (40,179) $ - $ 97,358 TRANSFERS IN & OTHER SOURCES (8910-8979)$ - $ - $ - TRANSFERS OUT & OTHER USES (7610-7699) $ 137,989 $ - $ 137,989 CONTRIBUTIONS (8980-8999) $ - $ - $ -
CURRENT YEAR INCREASE (DECREASE) IN FUND $ (452) $ (40,179) $ - $ (40,631) BALANCE
BEGINNING BALANCE $ 1,332,611 $ 1,332,611 Prior-Year Adjustments/Restatements (9793/9795) $ - $ -
CURRENT-YEAR ENDING BALANCE $ 1,332,159 $ (40,179) $ 1,291,980
COMPONENTS OF ENDING BALANCE: $ - Nonspendable $ - Restricted $ 759,664 $ (40,179) $ 719,485 Reserved for Economic Uncertainties (9770) $ - Committed $ - Assigned $ 572,495 $ 572,495 Unappropriated Amounts (9790) $ - $ - $ - $ -
Page 19 of 32 October 9, 2018 San Juan Unified School District I. IMPACT OF PROPOSED AGREEMENT ON SUBSEQUENT YEARS Page 4 (Other Funds Section) Adult Education Fund SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Enter Bargaining Unit/Group: Specialists, Confidential, Board Contracted Cabinet members FY 2018-19 FY 2019-20 FY 2020-21 FY 2018-19 Certificated & Classified, Board Second Subsequent Year Proposed Budget after adjustments Contracts
REVENUES LCFF Sources (8010-8099) $0 $0 $0
Remaining Revenues (8100-8799) $3,212,144 $2,769,021 $2,769,021 TOTAL REVENUES $3,212,144 $2,769,021 $2,769,021 EXPENDITURES Certificated Salaries (1000-1999) $1,156,886 $1,164,673 $1,172,680 Classified Salaries (2000-2999) $241,828 $243,839 $245,912 Employee Benefits (3000-3999) $592,322 $591,493 $609,027 Books and Supplies (4000-4999) $241,773 $71,642 $62,547 Services, Other Operating Expenses (5000-5999) $818,600 $518,550 $500,032 Capital Outlay (6000-6999) $0 Other Outgo (7100-7299) (7400-7499) $0 Direct Support/Indirect Cost (7300-7399) $63,377 $63,377 $63,377 Other Adjustments $0 TOTAL EXPENDITURES $3,114,786 $2,653,574 $2,653,575 OPERATING SURPLUS (DEFICIT) $97,358 $115,447 $115,446 TRANSFERS IN & OTHER SOURCES (8910-8979) $0 TRANSFERS OUT & OTHER USES (7610-7699) $137,989 $ 137,989 $137,989
CONTRIBUTIONS (8980-8999) $0 $0 $0 CURRENT YEAR INCREASE (DECREASE) IN FUND ($40,631) ($22,542) ($22,543) BALANCE
BEGINNING BALANCE $1,332,611 $1,291,980 $1,269,438 CURRENT-YEAR ENDING BALANCE $1,291,980 $1,269,438 $1,246,896 COMPONENTS OF ENDING BALANCE:
Nonspendable $0
Restricted $719,485 $696,943 $674,401 Reserved for Economic Uncertainties $0 Committed $0 Assigned $572,495 $572,495 $572,495 Reserve for Economic Uncertainties Percentage 0.00% 0.00% 0.00%
$0 $0 $0
Page 20 of 32 October 9, 2018 San Juan Unified School District SACRAMENTO COUNTY OFFICE OF EDUCATION PUBLIC DISCLOSURE OF COLLECTIVE BARGAINING AGREEMENT In Accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449 Name of School District: San Juan Unified School District - Child Development Fund SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Confidential, Name of Bargaining Units: Board Contracted Cabinet members Certificated, Classified, Other: Certificated & Classified, Board Contracts
The proposed agreements cover the period beginning: July 1, 2018 and ending: June 30, 2020 or later (date) (date) The Governing Board will act upon the proposed agreement(s) on: October 9, 2018 (date) Note: This form, along with a copy of the proposed agreement, must be submitted to the County Office at least ten (10) working days prior to the date the Governing Board will take action. This form must also be available to the public at least ten (10) working days prior to the date the governing board will take action on the proposed bargaining agreements.
A. Proposed Change in Compensation Page 4 (Other Funds Section) Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also $11,090,413 $89,981 $43,345 $0 reported separately in Item 6) 0.81% 0.39% 0.00% 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, $0 $134,321 -$134,321 $0 Differential, Callback or Standby Pay, etc. 0.00% 0.00% 0.00% Description of other compensation 3 Statutory Benefits - STRS, PERS, FICA WC, UI, Medicare, etc. (retiree h&w and long-term $2,945,387 $46,559 -$20,472 $0 sick leave included in section 4)
1.58% -0.70% 0.00% 4 Health/Welfare Plans - includes medical, dental, vision, life insurance, retiree h&w, long-term sick $3,391,360 -$19,996 -$4,166 $0 leave, cash option
-0.59% -0.12% 0.00% 5 Total Compensation - Add Items 1 through 4 to $17,427,160 $250,865 -$115,614 $0 equal 5 1.44% -0.66% 0.00% 6 Step and Column - Due to movement plus any changes due to settlement. 2018-19, 2019-20 and 2020-21 step and column increases have already been included in the multi-year projection. This $73,265 $0 $753 $363 is a subset of Item No. 1
7 Total Number of Represented Employees (Use FTEs if appropriate) 123.23 123.23 123.23 123.23 8 Total Compensation Average Cost per $141,423 $2,036 -$938 $0 Employee 1.44% -0.66% 0.00% 9 Total Salary Compensation $11,090,413 $224,302 -$90,976 $0 Total Salary Compensation % 2.02% -0.82% 0.00%
Page 21 of 32 October 9, 2018 San Juan Unified School District A. Proposed Change in Compensation for Child Development Fund Page 5 (Other Funds Section)
Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
Certificated & Classified, Board Contracts FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also reported separately in $11,090,413 $89,981 $43,345 $0 Item 6)
Certificated Salaries - Object 1xxx $6,831,076 Classified Salaries - Object 2xxx $4,259,337 Salary Increase Certificated Salaries SJTA Only 1.8% Object 1xxx $80,082 $29,960 Salary Increase Certificated Salaries 1.6% - Object 1xxx $5,535 $2,742
Other - Certificated Salaries - Object 1xxx $4,364 $10,643 Salary Increase Classified - Object 2xxx Other - Classified Salaries - Object 2xxx 2 Other Compensation $0 $134,321 -$134,321 $0 One Time Payment -Certificated Salaries - Object 1xxx $134,321 -$134,321 One Time Payment- Classified Salaries - Object 2xxx $0
3 Statutory Benefit - Certificated Rates 19.53% 19.53% 21.38% 22.35% Statutory Benefit - Classified Rates 27.51% 27.51% 30.25% 32.95% Statutory Benefits - STRS, PERS, FICA,WC, UI, Medicare, etc. (Retiree H&W & Long-term Sick Leave included in section 4) $2,945,387 $46,559 -$20,472 $0 Certificated payroll costs $1,794,886 Classified payroll costs $1,150,501 Salary Increase 1.8% - Certificated payroll costs $15,640 $5,767 Salary Increase 1.6% - Other Certificated payroll costs $1,081 $646 Other - Certificated payroll costs $852 $2,100 Salary Increase Classified payroll costs Other - Classified payroll costs $0 One Time Payment - 2% payroll costs(No PERS) $28,986 -$28,986 One Time Payment - Classified payroll costs $0 $0
A. Proposed Change in Compensation for Child Development Fund Page 6 (b) (Other Funds Section) 4 Health/Welfare Plans - medical,dental,vision, life insurance, retiree h&w, lt sick leave, cash option $3,391,360 -$19,996 -$4,166 $0 (obj 340x, 395x, 37xx, 396x, 391x) Medical/Dental/VSP - Object 340x $3,011,807 Life Insurance - Object 395x $13,316 $0 $0 Retiree H&W & Long-term Sick Leave - * See below for rates $350,639 $1,847 $1,295
$15,598 ($21,843) ($5,461) Post Employment Health Plan (PEHP) Object 3751 (SJTA only)
5 Total Compensation - Add Items 1 through 4 to equal 5 $17,427,160 $250,865 -$115,614 $0 6 Step and Column - Related to movement plus any changes due to $73,265 $0 $753 $363 settlement. This is a subset of Item No. 1
FTE - Using Sep 11, 2018 FTE for cost prior to proposed agreements. Years 1 - 3 have changes only due to the proposed agreements. 123.23 123.23 123.23 123.23
* Rates: FY 2018-19 FY 2018-19 FY 2019-20 FY 2020-21
Retiree H&W & Long-term Leave Rates - Certificated 2.05% 2.05% 2.20% 2.20% Retiree H&W & Long-term Leave Rates - Classified 4.63% 4.63% 4.75% 4.75% Health & Welfare 7.75% 7.75% Step & Column - Certificated 0.55% 0.00% 0.70% 0.70% Step & Column - Classified 0.85% 0.00% 0.85% 0.85%
Page 22 of 32 October 9, 2018 San Juan Unified School District H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Page 3 (Other Funds Section) Child Development Fund-Unrestricted & Restricted
SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Enter Bargaining Unit/Group: Confidential, Board Contracted Cabinet members Column 1 Column 2 Column 3 Column 4 Certificated & Classified, Other Revisions, FY 2018-19 Board Contracts including proposed Budget Act budget revision FY 2018-19 09/11/2018 Board Proposed Budget after Approved adjustments REVENUES LCFF Sources (8010-8099)$ - $ - $ -
Remaining Revenues (8100-8799)$ 20,319,531 $ - $ 20,319,531
TOTAL REVENUES$ 20,319,531 $ - $ - $ 20,319,531 EXPENDITURES Certificated Salaries (1000-1999)$ 6,831,076 $ 224,302 $ - $ 7,055,378
Classified Salaries (2000-2999)$ 4,259,337 $ - $ - $ 4,259,337
Employee Benefits (3000-3999)$ 6,336,747 $ 26,563 $ - $ 6,363,310
Books and Supplies (4000-4999)$ 1,828,727 $ - $ - $ 1,828,727
Services, Other Operating Expenses (5000-5999)$ 379,888 $ - $ 379,888 Capital Outlay (6000-6999)$ - $ - $ - Other Outgo (7100-7299) (7400-7499)$ - $ - $ - Direct Support/Indirect Cost (7300-7399)$ 695,510 $ - $ 695,510 Other Adjustments$ - $ - $ -
TOTAL EXPENDITURES$ 20,331,285 $ 250,865 $ - $ 20,582,150 OPERATING SURPLUS (DEFICIT)$ (11,754) $ (250,865) $ - $ (262,619) TRANSFERS IN & OTHER SOURCES (8910-8979)$ - $ - $ - $ - TRANSFERS OUT & OTHER USES (7610-7699)$ - $ - $ - CONTRIBUTIONS (8980-8999)$ - $ - $ -
CURRENT YEAR INCREASE (DECREASE) IN FUND $ (11,754) $ (250,865) $ - $ (262,619) BALANCE
BEGINNING BALANCE$ 1,883,412 $ 1,883,412 Prior-Year Adjustments/Restatements (9793/9795)$ - $ -
CURRENT-YEAR ENDING BALANCE$ 1,871,658 $ (250,865) $ - $ 1,620,792
COMPONENTS OF ENDING BALANCE: $ - Nonspendable$ - $ - $ - Restricted$ 811,762 $ - $ 811,762 Reserved for Economic Uncertainties (9770)$ 1,059,896 $ (250,865) $ 809,030 Committed$ - $ - $ - $ - Assigned$ - $ - $ - Unappropriated Amounts (9790)$ - $ - $ 0 $ 0
Page 23 of 32 October 9, 2018 San Juan Unified School District I. IMPACT OF PROPOSED AGREEMENT ON SUBSEQUENT YEARS Page 4 (Other Funds Section) Child Development Fund
SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Enter Bargaining Unit/Group: Confidential, Board Contracted Cabinet members FY 2018-19 FY 2019-20 FY 2020-21 Certificated & Classified, Board Second Subsequent Year FY 2018-19 Contracts Proposed Budget after adjustments REVENUES LCFF Sources (8010-8099) $ - $ - $ - Remaining Revenues (8100-8799) $ 20,319,531 $ 20,476,554 $ 20,486,554 TOTAL REVENUES $ 20,319,531 $ 20,476,554 $ 20,486,554 EXPENDITURES Certificated Salaries (1000-1999) $ 7,055,378 $ 7,042,593 $ 7,090,959 Classified Salaries (2000-2999) $ 4,259,337 $ 4,305,260 $ 4,341,854 Employee Benefits (3000-3999) $ 6,363,310 $ 6,870,798 $ 7,331,234 Books and Supplies (4000-4999) $ 1,828,727 $ 1,430,902 $ 1,165,874 Services, Other Operating Expenses (5000-5999) $ 379,888 $ 281,562 $ 227,070 Capital Outlay (6000-6999) $ - $ - $ - Other Outgo (7100-7299) (7400-7499) $ - $ - $ - Direct Support/Indirect Cost (7300-7399) $ 695,510 $ 667,046 $ 678,783 Other Adjustments $ - $ - $ - TOTAL EXPENDITURES $ 20,582,150 $ 20,598,161 $ 20,835,774 OPERATING SURPLUS (DEFICIT) $ (262,619) $ (121,607) $ (349,220) TRANSFERS IN & OTHER SOURCES (8910-8979) $ - $ - $ - TRANSFERS OUT & OTHER USES (7610-7699) $ - $ - $ - CONTRIBUTIONS (8980-8999) $ - $ - $ - CURRENT YEAR INCREASE (DECREASE) IN FUND $ (262,619) $ (121,607) $ (349,220) BALANCE BEGINNING BALANCE $ 1,883,412 $ 1,620,792 $ 1,499,185 CURRENT-YEAR ENDING BALANCE $ 1,620,792 $ 1,499,185 $ 1,149,965 COMPONENTS OF ENDING BALANCE: Nonspendable $ - $ - $ - Restricted $ 811,762 $ 811,762 $ 811,762 Reserved for Economic Uncertainties $ 809,030 $ 687,423 $ 338,203 Committed $ - $ - $ - Assigned $ - Unappropriated Amounts - Unrestricted (9790) $ 0 $ - $ - Reserve for Economic Uncertainties Percentage 3.93% 3.34% 1.62%
Page 24 of 32 October 9, 2018 San Juan Unified School District SACRAMENTO COUNTY OFFICE OF EDUCATION PUBLIC DISCLOSURE OF COLLECTIVE BARGAINING AGREEMENT In Accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449 Name of School District: San Juan Unified School District - Cafeteria Fund SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Confidential, Name of Bargaining Units: Board Contracted Cabinet members Certificated, Classified, Other: Certificated & Classified, Board Contracts The proposed agreements cover the period beginning: July 1, 2018 and ending: June 30, 2020 or later (date) (date) The Governing Board will act upon the proposed agreement(s) on: October 9, 2018 (date) Note: This form, along with a copy of the proposed agreement, must be submitted to the County Office at least ten (10) working days prior to the date the Governing Board will take action. This form must also be available to the public at least ten (10) working days prior to the date the governing board will take action on the proposed bargaining agreements. A. Proposed Change in Compensation Page 5 (Other Funds Section) Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also reported separately in Item 6) $4,973,258 $9,796 $4,852 $0
0.20% 0.10% 0.00% 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, $0 $18,504 -$18,504 $0 Differential, Callback or Standby Pay, etc. 0.00% 0.00% 0.00% Description of other compensation 3 Statutory Benefits - STRS, PERS, FICA WC, UI, Medicare, etc. (retiree h&w and long-term $1,125,771 $4,443 -$259 $0 sick leave included in section 4) 0.39% -0.02% 0.00% 4 Health/Welfare Plans - includes medical, dental, vision, life insurance, retiree h&w, long-term sick $1,959,896 $1,310 -$647 $0 leave, cash option
0.07% -0.03% 0.00% 5 Total Compensation - Add Items 1 through 4 to $8,058,925 $34,053 -$14,559 $0 equal 5 0.42% -0.18% 0.00% 6 Step and Column - Due to movement plus any changes due to settlement. 2018-19, 2019-20 and 2020-21 step and column increases have already $41,916 $0 $106 $54 been included in the multi-year projection. This is a subset of Item No. 1
7 Total Number of Represented Employees (Use FTEs if appropriate) 16.88 16.88 16.88 16.88 8 Total Compensation Average Cost per Employee $477,566 $2,018 -$863 $0
0.42% -0.18% 0.00% 9 Total Salary Compensation $4,973,258 $28,300 -$13,652 $0
Total Salary Compensation % 0.57% -0.27% 0.00%
Page 25 of 32 October 9, 2018 San Juan Unified School District A. Proposed Change in Compensation for Cafeteria Fund Page 6 (Other Funds Section)
Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
Certificated & Classified, Board Contracts FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also reported $4,973,258 $9,796 $4,852 $0 separately in Item 6) Classified Salaries - Object 2xxx $4,973,258 Salary Increase Certificated Salaries - Object 2xxx Salary Increase 1.6% - Classified - Object 2xxx $9,796 $4,852 Other - Classified Salaries - Object 2xxx - 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, Differential, Callback or Standby Pay, etc $0 $18,504 ($18,504) $0 One Time Payment 2% - Other Classified Salaries - Object 2xxx $18,504 -$18,504
3 Statutory Benefit - Certificated Rates Statutory Benefit - Classified Rates 27.510% 27.510% 30.25% 32.95% Statutory Benefits - STRS, PERS, FICA, WC, UI, Medicare, etc. (Retiree H&W & Long-term Sick Leave included in section 4) $1,125,771 $4,443 -$259 $0
Classified payroll costs $1,125,771 Salary Increase - Certificated payroll costs Salary Increase 1.6% - Classified payroll costs $2,695 $1,489 One Time Payment - Certificated payroll costs One Time Payment - other Classified payroll costs $1,748 ($1,748)
4 Health/Welfare Plans - medical, dental, vision, life insurance, retiree h&w, lt sick leave, $1,959,896 $1,310 -$647 $0 cash option (obj 340x, 395x, 37xx, 396x, 391x)
Medical/Dental/VSP - Object 340x $1,680,196 Life Insurance - Object 395x $8,584
Retiree H&W & Long-term Sick Leave - * See below for rates $231,049 $1,310 -$647 Cash Option - Object 391x $40,067
5 Total Compensation - Add Items 1 through 4 to equal 5 $8,058,925 $34,053 -$14,559 $0
6 Step and Column - Related to movement plus any changes due to settlement. This is a subset of Item No. 1 $41,916 $0 $106 $54
FTE - Using Sep 11, 2018 FTE for cost prior to proposed agreements. Years 1 - 3 have changes only due to the proposed agreements. 16.88 16.88 16.88 16.88
* Rates: FY 2018-19 FY 2018-19 FY 2019-20 FY 2020-21 Retiree H&W & Long-term Leave Rates - Classified 4.63% 4.63% 4.75% 4.75% Health & Welfare 7.75% 7.75% Step & Column - Certificated Step & Column - Classified 0.85% 0.85% 0.85%
Page 26 of 32 October 9, 2018 San Juan Unified School District H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Page 7 (Other Funds Section) Cafeteria Fund - Untrestricted & Restricted
SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Enter Bargaining Unit/Group: Confidential, Board Contracted Cabinet members Column 1 Column 2 Column 3 Column 4 Certificated & Classified, Other Revisions, including Board Contracts proposed budget revision FY 2018-19 Budget Act FY 2018-19 09/11/2018 Board Proposed Budget after Approved adjustments REVENUES LCFF Sources (8010-8099)$ - $ - $ -
Remaining Revenues (8100-8799) $ 16,836,703 $ - $ 16,836,703
TOTAL REVENUES $ 16,836,703 $ - $ - $ 16,836,703 EXPENDITURES Certificated Salaries (1000-1999) $ - $ - $ -
Classified Salaries (2000-2999) $ 4,973,258 $ 28,300 $ - $ 5,001,558
Employee Benefits (3000-3999) $ 3,085,667 $ 5,753 $ - $ 3,091,420
Books and Supplies (4000-4999) $ 7,291,135 $ - $ 7,291,135
Services, Other Operating Expenses (5000-5999) $ 816,726 $ - $ 816,726
Capital Outlay (6000-6999) $ - $ -
Other Outgo (7100-7299) (7400-7499) $ - $ - $ -
Direct Support/Indirect Cost (7300-7399) $ 693,555 $ - $ 693,555
Other Adjustments $ - $ - $ -
TOTAL EXPENDITURES $ 16,860,341 $ 34,053 $ - $ 16,894,394
OPERATING SURPLUS (DEFICIT) $ (23,638) $ (34,053) $ - $ (57,691)
TRANSFERS IN & OTHER SOURCES (8910-8979) $ - $ -
TRANSFERS OUT & OTHER USES (7610-7699) $ 21,526 $ - $ 21,526
CONTRIBUTIONS (8980-8999) $ - $ -
CURRENT YEAR INCREASE (DECREASE) IN FUND $ (45,164) $ (34,053) $ - $ (79,217) BALANCE
BEGINNING BALANCE $ 2,673,257 $ 2,673,257
Prior-Year Adjustments/Restatements (9793/9795) $ - $ -
CURRENT-YEAR ENDING BALANCE $ 2,628,093 $ 2,594,040
COMPONENTS OF ENDING BALANCE: $ -
Nonspendable $ 203,242 $ 203,242
Restricted $ 2,424,851 $ - $ - $ 2,390,798
Reserved for Economic Uncertainties (9770) $ - $ - $ -
Committed $ - $ - $ -
Assigned $ - $ - $ -
Unappropriated Amounts (9790) $ - $ - $ - $ -
Page 27 of 32 October 9, 2018 San Juan Unified School District I. IMPACT OF PROPOSED AGREEMENT ON SUBSEQUENT YEARS Page 12 (Other Funds Section) Cafeteria Fund SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Enter Bargaining Unit/Group: Confidential, Board Contracted Cabinet members FY 2018-19 FY 2019-20 FY 2020-21 FY 2018-19 Certificated & Classified, Board Second Subsequent Year Proposed Budget after adjustments Contracts
REVENUES LCFF Sources (8010-8099) $ - $ - $ -
Remaining Revenues (8100-8799) $ 16,836,703 $17,128,565 $17,445,952 TOTAL REVENUES $ 16,836,703 $ 17,128,565 $ 17,445,952 EXPENDITURES Certificated Salaries (1000-1999) $ - $ - Classified Salaries (2000-2999) $ 5,001,558 $ 5,027,692 $ 5,067,796 Employee Benefits (3000-3999) $ 3,091,420 $ 3,115,199 $ 3,140,082 Books and Supplies (4000-4999) $ 7,291,135 $ 7,477,071 $ 7,696,603 Services, Other Operating Expenses (5000-5999) $ 816,726 $ 924,558 $ 951,740 Capital Outlay (6000-6999) $ - $ - $ - Other Outgo (7100-7299) (7400-7499) $ - $ - $ - Direct Support/Indirect Cost (7300-7399) $ 693,555 $ 708,924 $ 722,296 Other Adjustments $ - TOTAL EXPENDITURES $ 16,894,394 $ 17,253,444 $ 17,578,517 OPERATING SURPLUS (DEFICIT) $ (57,691) $ (124,879) $ (132,565) TRANSFERS IN & OTHER SOURCES (8910-8979) $ - $ - TRANSFERS OUT & OTHER USES (7610-7699) $ 21,526 $ 21,526 $ 21,526
CONTRIBUTIONS (8980-8999) $ - $ - $ - CURRENT YEAR INCREASE (DECREASE) IN FUND $ (79,217) $ (146,405) $ (154,091) BALANCE
BEGINNING BALANCE $ 2,673,257 $ 2,594,040 $ 2,447,635 CURRENT-YEAR ENDING BALANCE $ 2,594,040 $ 2,447,635 $ 2,293,544 COMPONENTS OF ENDING BALANCE:
Nonspendable $ 203,242
Restricted $ 2,390,798 $ 2,447,635 $ 2,293,544 Reserved for Economic Uncertainties $ - Committed $ - Assigned $ - Reserve for Economic Uncertainties Percentage 0.00% 0.00% 0.00%
Page 28 of 32 October 9, 2018 San Juan Unified School District SACRAMENTO COUNTY OFFICE OF EDUCATION PUBLIC DISCLOSURE OF COLLECTIVE BARGAINING AGREEMENT In Accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449
San Juan Unified School District - Deferred Maintenance, Building, Capital Name of School District: Facilities and Self Insurance Funds SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Confidential, Name of Bargaining Units: Board Contracted Cabinet members Certificated, Classified, Other: Certificated & Classified, Board Contracts The proposed agreements cover the period beginning: July 1, 2018 and ending: June 30, 2020 or later (date) (date) The Governing Board will act upon the proposed agreement(s) on: October 9, 2018 (date) Note: This form, along with a copy of the proposed agreement, must be submitted to the County Office at least ten (10) working days prior to the date the Governing Board will take action. This form must also be available to the public at least ten (10) working days prior to the date the governing board will take action on the proposed bargaining agreements.
A. Proposed Change in Compensation Page 8 (Other Funds Section) Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also $4,552,473 $28,946 $16,370 $0 reported separately in Item 6) 0.64% 0.36% 0.00% 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, $0 $45,721 -$45,721 $0 Differential, Callback or Standby Pay, etc. 0.00% 0.00% 0.00% Description of other compensation
3 Statutory Benefits - STRS, PERS, FICA WC, UI, Medicare, etc. (retiree h&w and long-term $952,994 $13,859 -$3,883 $0 sick leave included in section 4) 1.45% -0.41% 0.00% 4 Health/Welfare Plans - includes medical, dental, vision, life insurance, retiree h&w, long-term sick $1,050,375 $2,098 -$828 $0 leave, cash option 0.20% -0.08% 0.00% 5 Total Compensation - Add Items 1 through 4 to $6,555,842 $90,624 -$34,062 $0 equal 5 1.38% -0.52% 0.00% 6 Step and Column - Due to movement plus any changes due to settlement. 2018-19, 2019-20 and 2020-21 step and column increases have $33,696 $0 $263 $148 already been included in the multi-year projection. This is a subset of Item No. 1
7 Total Number of Represented Employees (Use FTEs if appropriate) 7.32 7.32 7.32 7.32 8 Total Compensation Average Cost per Employee $895,607 $12,380 -$4,653 $0
1.38% -0.52% 0.00% 9 Total Salary Compensation $4,552,473 $74,667 -$29,351 $0
Total Salary Compensation % 1.64% -0.64% 0.00%
Page 29 of 32 October 9, 2018 San Juan Unified School District A. Proposed Change in Compensation for : Deferred Maintenance, Building, Page 9 (Other Funds Section) Capital Facilities and Self Insurance Funds
Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
Certificated & Classified, Board Contracts FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also reported separately in Item $4,552,473 $28,946 $16,370 $0 6) Certificated Salaries - Object 1xxx $1,580,004 Classified Salaries - Object 2xxx $2,972,469
Salary Increase Certificated Salaries SJTA Only 1.8% - Object 1xxx $20,698 $7,742 Salary Increase Classified Salaries 1.6% - Object 2xxx $8,248 $4,067 Other -Certificated Salaries - Object 1xxx $4,561 Other - Classified Salaries - Object 2xxx $0 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, Differential, Callback or Standby Pay, $0 $45,721 -$45,721 $0 etc.
One-Time Payment-Certificated Salaries-Object 1xxx $32,014 -$32,014 One-Time PaymentClassified Salaries-Object 2xxx $13,707 -$13,707
3 Statutory Benefits - STRS, PERS, FICA, WC, UI, Medicare, etc. (Retiree H&W $952,994 $13,859 -$3,883 $0 & Long-term Sick Leave included in section 4) Certificated Payroll costs $253,275
Classified Payroll costs $699,719 Salary Increase - Certificated payroll costs $0 $4,042 $2,435 Salary Increase - Classified payroll costs $0 $2,269 $1,230 One Time Payment-Certificated payroll costs $6,252 -$6,252 One Time Payment-Classified payroll costs $1,295 -$1,295 Other-Certificated payroll costs $0 Other-Classified payroll costs $0 $0
4 Health/Welfare Plans - medical, dental, vision, life insurance, retiree h&w, lt sick leave, cash option (obj 340x, 395x, 37xx, 396x, 391x) $1,050,375 $2,098 -$828 $0
Medical/Dental/VSP - Object 340x $867,840 Life Insurance - Object 395x $4,070
Retiree H&W & Long-term Sick Leave - * See below for rates $170,015 $2,098 -$828 $0
Cash Option - Object 391x $8,450
5 Total Compensation - Add Items 1 through 4 to equal 5 $6,555,842 $90,624 -$34,062 $0 6 Step and Column - Related to movement plus any changes due to settlement. This is a subset of Item No. 1 $33,696 $263 $148
FTE - Using Sep 11, 2018 FTE for cost prior to proposed agreements. Years 1 - 3 have changes only due to the proposed agreements. 7.32 7.32 7.32 7.32
* Rates: FY 2018-19 FY 2018-19 FY 2019-20 FY 2020-21 Retiree H&W & Long-term Leave Rates - Certificated 2.05% 2.05% 2.20% 2.20% Retiree H&W & Long-term Leave Rates - Classified 4.63% 4.63% 4.75% 4.75% Health & Welfare 7.75% 7.75% Step & Column - Certificated 0.55% 0.70% 0.70% Step & Column - Classified 0.85% 0.85% 0.85%
Page 30 of 32 October 9, 2018 San Juan Unified School District H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Page 10 (Other Funds Section) Deferred Maintenance, Building, Capital Facilities and Self Insurance Funds
SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Specialists, Enter Bargaining Unit/Group: Confidential, Board Contracted Cabinet members Column 1 Column 2 Column 3 Column 4
FY 2018-19 FY 2018-19 Certificated & Classified, Other Revisions, including Budget Act Proposed Budget after Board Contracts proposed budget revision 09/11/2018 Board adjustments Approved REVENUES LCFF Sources (8010-8099) $ - $ -
Remaining Revenues (8100-8799)$ 24,005,369 $ - $ 24,005,369
TOTAL REVENUES$ 24,005,369 $ - $ - $ 24,005,369 EXPENDITURES Certificated Salaries (1000-1999)$ 1,580,004 $ 52,712 $ - $ 1,632,716
Classified Salaries (2000-2999)$ 2,972,469 $ 21,955 $ - $ 2,994,424
Employee Benefits (3000-3999)$ 1,906,304 $ 15,957 $ - $ 1,922,261
Books and Supplies (4000-4999)$ 114,978 $ - $ 114,978
Services, Other Operating Expenses (5000-5999)$ 20,039,506 $ - $ 20,039,506
Capital Outlay (6000-6999)$ 83,786,985 $ - $ 83,786,985
Other Outgo (7100-7299) (7400-7499)$ 4,890,400 $ - $ 4,890,400
Direct Support/Indirect Cost (7300-7399)$ - $ - $ -
Other Adjustments$ - $ - $ -
TOTAL EXPENDITURES$ 115,290,646 $ 90,624 $ - $ 115,381,270
OPERATING SURPLUS (DEFICIT)$ (91,285,277) $ (90,624) $ - $ (91,375,901) TRANSFERS IN & OTHER SOURCES (8910-8979)$ 91,567,167 $ - $ 91,567,167 TRANSFERS OUT & OTHER USES (7610-7699)$ - $ - $ - CONTRIBUTIONS (8980-8999)$ - $ - $ -
CURRENT YEAR INCREASE (DECREASE) IN FUND $ 281,890 $ (90,624) $ - $ 191,266 BALANCE
BEGINNING BALANCE$ 142,643,634 $ 142,643,634
Prior-Year Adjustments/Restatements (9793/9795)
CURRENT-YEAR ENDING BALANCE$ 142,925,524 $ 142,834,900
COMPONENTS OF ENDING BALANCE:
Nonspendable
Restricted$ 121,184,307 $ (90,624) $ 121,093,683
Reserved for Economic Uncertainties (9770)$ - $ -
Committed$ - $ -
Assigned $ 735,281 $ 735,281
Restricted Net Position $ 20,061,252 $ - $ 20,061,252
Unappropriated Amounts/Net Position (9790) $ 944,684 $ 944,684
Page 31 of 32 October 9, 2018 San Juan Unified School District I. IMPACT OF PROPOSED AGREEMENT ON SUBSEQUENT YEARS Page 12 (Other Funds Section) Deferred Maintenance, Building, Capital Facilities & Self Insurance Funds
SJTA, SJAA, SJPEC, SJSA, Teamsters, Unrepresented Enter Bargaining Unit/Group: Specialists, Confidential, Board Contracted Cabinet members FY 2018-19 FY 2019-20 FY 2020-21 FY 2018-19 Certificated & Classified, Board Second Subsequent Year Proposed Budget after adjustments Contracts
REVENUES LCFF Sources (8010-8099) $ - $ - $ -
Remaining Revenues (8100-8799) $ 24,005,369 $ 22,975,014 $ 23,214,999 TOTAL REVENUES $ 24,005,369 $ 22,975,014 $ 23,214,999 EXPENDITURES Certificated Salaries (1000-1999) $ 1,632,716 $ 1,621,695 $ 1,630,433 Classified Salaries (2000-2999) $ 2,994,424 $ 2,595,448 $2,617,273 Employee Benefits (3000-3999) $ 1,922,261 $ 1,879,537 $1,893,605 Books and Supplies (4000-4999) $ 114,978 $ 21,344 $21,344 Services, Other Operating Expenses (5000-5999) $ 20,039,506 $ 19,975,380 $20,845,610 Capital Outlay (6000-6999) $ 83,786,985 $ 55,120,472 $56,701,496 Other Outgo (7100-7299) (7400-7499) $ 4,890,400 $ 127,564 Direct Support/Indirect Cost (7300-7399) $ - Other Adjustments $ - TOTAL EXPENDITURES $ 115,381,270 $ 81,341,440 $ 83,709,761 OPERATING SURPLUS (DEFICIT) $ (91,375,901) $ (58,366,426) $ (60,494,762) TRANSFERS IN & OTHER SOURCES (8910-8979) $ 91,567,167 $ 91,567,167 $ 91,567,167 TRANSFERS OUT & OTHER USES (7610-7699) $ - CONTRIBUTIONS (8980-8999) $ - $ - $ - CURRENT YEAR INCREASE (DECREASE) IN FUND $ 191,266 $ 33,200,741 $ 31,072,405 BALANCE
BEGINNING BALANCE $ 142,643,634 $ 142,834,900 $ 176,035,641 CURRENT-YEAR ENDING BALANCE $ 142,834,900 $ 176,035,641 $ 207,108,046 COMPONENTS OF ENDING BALANCE: Nonspendable $ - Restricted $ 121,093,683 $ 155,029,705 $ 186,102,110 Reserved for Economic Uncertainties $ - Committed $ - Assigned $ 735,281 Restricted Net Position $ 20,061,252 $ 20,061,252 $ 20,061,252 Unappropriated Amounts/Net Position (9790) $ 944,684 $ 944,684 $ 944,684 Reserve for Economic Uncertainties Percentage 0.00% 0.00% 0.00%
San Juan Unified School District Page 32 of 32 October 9, 2018 SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: _ G-6(b)___ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Tentative Agreement with the San Juan CHECK ONE: Professional Educators Coalition and the San Juan For Discussion: Unified School District For Action: Report: Workshop: DEPARTMENT: Schools and Labor Relations Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending the board approve the San Juan Professional Educators Coalition tentative agreement.
RATIONALE/BACKGROUND: Statute requires that the public be made aware of the costs associated with a tentative collective bargaining agreement before it becomes binding on the district or county office of education. Government Code Section 3547.5 states:
“Before a public school employer enters into a written agreement with an exclusive representative covering matters within the scope of representation, the major provisions of the agreement, including, but not limited to, the costs that would be incurred by the public school employer under the agreement for the current and subsequent fiscal year, shall be disclosed at a public meeting of the public school employer in a format established for this purpose by the Superintendent of Public Instruction [G.C. 3547.5(a)].”
This tentative agreement was ratified by the San Juan Professional Educators Coalition on September 27, 2018.
ATTACHMENT: A: Tentative Agreement
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 09/10/2018, 09/17/2018 Board of Education: 09/25/2018
FINANCIAL DATA: In accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449, Fiscal Services has prepared an analysis of the fiscal impact of the proposed agreement and has submitted it to the Sacramento County Office of Education [reference agenda item G-6(a), attachment B: AB1200 Public Disclosure of Collective Bargaining Agreement]. Costs to the General Fund beginning each year for the San Juan Professional Educators Coalition tentative collective bargaining agreement are: an increase of $805,422 is 2018-2019 and a decrease of ($319,309) in 2019-2020.
PREPARED BY: Jim Shoemake, Assistant Superintendent, Schools and Labor Relations
APPROVED BY: Kent Kern, Superintendent of Schools
SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: __G-6(c)___ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Tentative Agreement with the San Juan Supervisors Association and the San Juan Unified CHECK ONE: School District For Discussion: For Action: Report: DEPARTMENT: Schools and Labor Relations Workshop: Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending the board approve the San Juan Supervisors Association tentative agreement.
RATIONALE/BACKGROUND: Statute requires that the public be made aware of the costs associated with a tentative collective bargaining agreement before it becomes binding on the district or county office of education. Government Code Section 3547.5 states:
“Before a public school employer enters into a written agreement with an exclusive representative covering matters within the scope of representation, the major provisions of the agreement, including, but not limited to, the costs that would be incurred by the public school employer under the agreement for the current and subsequent fiscal year, shall be disclosed at a public meeting of the public school employer in a format established for this purpose by the Superintendent of Public Instruction [G.C. 3547.5(a)].”
This tentative agreement was ratified by the San Juan Supervisors Association on September 19, 2018.
ATTACHMENT: A: Tentative Agreement
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 09/10/2018, 09/17/2018 Board of Education: 09/25/2018
FINANCIAL DATA: In accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449, Fiscal Services has prepared an analysis of the fiscal impact of the proposed agreement and has submitted it to the Sacramento County Office of Education [reference agenda item G-6(a), attachment B: AB1200 Public Disclosure of Collective Bargaining Agreement]. Costs to the General Fund beginning each year for the San Juan Supervisors Association tentative collective bargaining agreement are: an increase of $67,754 in 2018-2019 and a decrease of ($28,969) in 2019-2020.
PREPARED BY: Jim Shoemake, Assistant Superintendent, Schools and Labor Relations
APPROVED BY: Kent Kern, Superintendent of Schools
SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: _ G-6(d)___ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Tentative Agreement with Teamsters Local No. 150 CHECK ONE: and the San Juan Unified School District For Discussion: For Action: Report: DEPARTMENT: Schools and Labor Relations Workshop: Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending the board approve the Teamsters Local No. 150 tentative agreement.
RATIONALE/BACKGROUND: Statute requires that the public be made aware of the costs associated with a tentative collective bargaining agreement before it becomes binding on the district or county office of education. Government Code Section 3547.5 states:
“Before a public school employer enters into a written agreement with an exclusive representative covering matters within the scope of representation, the major provisions of the agreement, including, but not limited to, the costs that would be incurred by the public school employer under the agreement for the current and subsequent fiscal year, shall be disclosed at a public meeting of the public school employer in a format established for this purpose by the Superintendent of Public Instruction [G.C. 3547.5(a)].”
This tentative agreement was ratified by the Teamsters Local No. 150 on September 27, 2018.
ATTACHMENT: A: Tentative Agreement
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 09/10/2018, 09/17/2018 Board of Education: 09/25/2018
FINANCIAL DATA: In accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449, Fiscal Services has prepared an analysis of the fiscal impact of the proposed agreement and has submitted it to the Sacramento County Office of Education [reference agenda item G-6(a), attachment B: AB1200 Public Disclosure of Collective Bargaining Agreement]. Costs to the General Fund beginning each year for the San Juan Supervisors Association tentative collective bargaining agreement are: an increase of $151,379 in 2018-2019 and a decrease of ($64,725) in 2019-2020.
PREPARED BY: Jim Shoemake, Assistant Superintendent, Schools and Labor Relations
APPROVED BY: Kent Kern, Superintendent of Schools
SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: __G-7(a)___ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Salary Schedule Adjustments for the San Juan CHECK ONE: Administrators Association and Cabinet Members For Discussion: For Action: Report: DEPARTMENT: Schools and Labor Relations Workshop: Recognition: Emergency Action:
ACTION REQUESTED: The superintendent is recommending the board approve the salary schedule adjustments for the San Juan Administrators Association and Cabinet as outlined in the language below for 2018-2019.
RATIONALE/BACKGROUND: The superintendent is recommending that the San Juan Administrators Association salary schedule and Cabinet contracts be amended to reflect a salary increase as follows:
Base salaries shall be increased by a total of 1.6 % effective November 1, 2018. The District shall provide a one-time off schedule payment equal to 2% of each member’s new annualized (for the full or partial period between July 1, 2018 and June 30, 2019) base salary as of November 1, 2018. The one-time off schedule payment will be paid no later than December 21, 2018.
ATTACHMENTS: N/A
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 09/10/2018, 09/17/2018 Board of Education: 09/25/2018
FINANCIAL DATA: A cost analysis, pursuant to AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449 has been prepared by Fiscal Services and submitted to the Sacramento County Office of Education [reference agenda item G-6(a), attachment B: AB1200 Public Disclosure of Collective Bargaining Agreement]. Costs to the General Fund beginning each year for the San Juan Administrators Association and Cabinet members’ salary schedule adjustments are: an increase of $316,552 for 2018-2019 and a decrease of ($142,223) for 2019-2020.
PREPARED BY: Jim Shoemake, Assistant Superintendent of Schools and Labor Relations
APPROVED BY: Kent Kern, Superintendent of Schools SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: __G-7 (b)__ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Salary Schedule Adjustments for the CHECK ONE: Confidential Group and Unrepresented Specialists For Discussion: For Action: Report: DEPARTMENT: Schools and Labor Relations Workshop: Recognition: Emergency Action: ACTION REQUESTED: The superintendent is recommending that the board approve the salary schedule adjustments for the Confidential Group and Unrepresented Specialists as outline in the language below for 2018-2019.
RATIONALE/BACKGROUND: The superintendent is recommending that the Confidential Group and Unrepresented Specialists’ salary schedules be amended to reflect a salary increase as follows:
Base salaries shall be increased by a total of 1.6 % effective November 1, 2018. The District shall provide a one-time off schedule payment equal to 2% of each member’s new annualized (for the full or partial period between July 1, 2018 and June 30, 2019) base salary as of November 1, 2018. The one-time off schedule payment will be paid no later than December 21, 2018.
ATTACHMENTS: N/A
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 09/10/2018, 09/17/2018 Board of Education: 09/25/2018
FINANCIAL DATA: A cost analysis, pursuant to AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449, has been prepared by Fiscal Services and submitted to the Sacramento County Office of Education [reference agenda item G-6(a), attachment B: AB1200 Public Disclosure of Collective Bargaining Agreement]. Costs to the General Fund beginning each year for the Confidential Group and Unrepresented Specialists’ salary schedule adjustments are: an increase of $107,884 for 2018-2019 and a decrease of ($46,128) for 2019-2020.
PREPARED BY: Jim Shoemake, Assistant Superintendent of Schools and Labor Relations
APPROVED BY: Kent Kern, Superintendent of Schools SAN JUAN UNIFIED SCHOOL DISTRICT AGENDA ITEM: __ G-8____ BOARD OF EDUCATION MEETING DATE: 10/09/2018
SUBJECT: Tentative Agreement with California School CHECK ONE: Employees Association, Chapter 127, and the San Juan Unified For Discussion: School District For Action: Report: DEPARTMENT: Schools and Labor Relations Workshop: Recognition: Emergency Action:
ACTION REQUESTED: The Governing Board is asked to discuss the California School Employees Association, Chapter 127, tentative agreement.
Public comment/action anticipated: 10/23/2018.
RATIONALE/BACKGROUND: Statute requires that the public be made aware of the costs associated with a tentative collective bargaining agreement before it becomes binding on the district or county office of education. Government Code Section 3547.5 states:
“Before a public school employer enters into a written agreement with an exclusive representative covering matters within the scope of representation, the major provisions of the agreement, including, but not limited to, the costs that would be incurred by the public school employer under the agreement for the current and subsequent fiscal year, shall be disclosed at a public meeting of the public school employer in a format established for this purpose by the Superintendent of Public Instruction [G.C. 3547.5(a)].”
This tentative agreement is intended to be ratified by the California School Employees Association, Chapter 127, prior to board action on 10/23/2018.
ATTACHMENT: A: Tentative Agreement B: AB1200 Public Disclosure of Collective Bargaining Agreement
PREVIOUS STAFF/BOARD ACTION: Superintendent’s Cabinet: 09/24/2018
FINANCIAL DATA: In accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449, Fiscal Services has prepared an analysis of the fiscal impact of the proposed agreement and has submitted it to the Sacramento County Office of Education. Costs to the General Fund beginning each year for the California School Employees Association tentative collective bargaining agreement are: an increase of $1,927,056 in 2018-2019, a decrease of ($785,976) in 2019-2020 and a decrease of ($20,000) in 2020-2021.
PREPARED BY: Jim Shoemake, Assistant Superintendent, Schools and Labor Relations
APPROVED BY: Kent Kern, Superintendent of Schools
SACRAMENTO COUNTY OFFICE OF EDUCATION PUBLIC DISCLOSURE OF COLLECTIVE BARGAINING AGREEMENT In Accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449 Name of School District: San Juan Unified School District - General Fund
Name of Bargaining Units: CSEA Certificated, Classified, Other: Classified
The proposed agreements cover the period beginning: July 1, 2018 and ending: June 30, 2020 or later (date) (date) The Governing Board will act upon the proposed agreement(s) on: October 23, 2018 (date) Note: This form, along with a copy of the proposed agreement, must be submitted to the County Office at least ten (10) working days prior to the date the Governing Board will take action. This form must also be available to the public at least ten (10) working days prior to the date the governing board will take action on the proposed bargaining agreements.
A. Proposed Change in Compensation Page 1a Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Column, which is also $55,387,490 $572,841 $262,368 ($14,815) reported separately in Item 6) 1.03% 0.47% -0.03% 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, $0 $1,012,642 ($1,012,642) $0 Differential, Callback or Standby Pay, etc. 0.00% 0.00% 0.00%
3 Statutory Benefits - STRS, PERS, FICA WC, UI, Medicare, etc. (retiree h&w and long-term $15,237,098 $253,284 ($16,438) ($4,482) sick leave included in section 4) 1.66% -0.11% -0.03% 4 Health/Welfare Plans - includes medical, dental, vision, life insurance, retiree h&w, long-term sick $21,072,211 $80,332 ($19,264) ($703) leave, cash option, PEHP
0.38% -0.09% 0.00% 5 Total Compensation - Add Items 1 through 4 to equal 5 $91,696,799 $1,919,099 ($785,976) ($20,000)
2.09% -0.86% -0.02% 6 Step and Column - Due to movement plus any changes due to settlement. 2018-19, 2019-20 and 2020-21 step and column increases have already $466,826 $0 $5,810 $2,940 been included in the multi-year projection. This is a subset of Item No. 1 7 Total Number of Represented Employees (Use FTEs if appropriate) 1,449.23 1,449.23 1,449.23 1,449.23 8 Total Compensation Average Cost per $63,273 $1,324 ($542) ($14) Employee
2.09% -0.86% -0.02% 9 Total Salary Compensation $55,387,490 $1,585,483 ($750,274) ($14,815) Total Salary Compensation % 2.86% -1.35% -0.03%
Page 1 of 31 October 23, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 1b
A. Proposed Change in Compensation-breakdown of amounts on page 1 General Fund Page 1b
Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule $55,387,490 $572,841 $262,368 ($14,815) (This is to include Step and Columns, which is also reported separately in Item 6
Certificated Salaries - Object 1xxx - SF 0
Certificated Salaries - Object 1xxx - Restricted
Classified Salaries - Object 2xxx - SF 0 $30,817,519
Classified Salaries - Object 2xxx - Restricted $24,569,971
Salary Increase Certificated Salaries - Object 1xxx - SF 0 $0 $0
Salary Increase Certificated Salaries - Object 1xxx - Restricted $0 $0
Salary Increase Classified Salaries 1.6% Object 2xxx - SF 0 $297,513 $147,398
Salary Increase Classified Salaries 1.6% Object 2xxx - Restricted $238,523 $118,146 ($14,815)
Salary Increase Certificated Salaries - Object 1xxx - SF 0 $0 $0
Salary Increase Certificated Salaries Object 1xxx - Restricted $0 $0
Other - Certificated Salaries - Object 1xxx - SF 0 $0 $0 $0
Other - Certificated Salaries - Object 1xxx -Restricted $0 $0 $0
Other - Classified Salaries - Object 2xxx - SF 0 $9,408 ($7,608)
Other - Classified Salaries - Object 2xxx -Restricted $27,397 $4,432
2 Other Compensation Stipends, Bonuses, Longevity, Overtime, Differential, Callback or Standby Pay, etc $0 $1,012,642 ($1,012,642) $0
One Time Payment - Certificated Salaries - Object 1xxx - SF 0 $0 $0
One Time Payment - Certificated Salaries - Object 1xxx - Restricted $0 $0
One Time Payment - Classified Salaries - Object 2xxx - SF 0 $562,039 ($562,039)
One Time Payment - Classified Salaries - Object 2xxx - Restricted $450,603 ($450,603) $0
3 Statutory Benefit - Certificated Rates 19.53% 19.53% 21.38% 22.35%
Statutory Benefit - Classified Rates 27.51% 27.51% 30.25% 32.95% Statutory Benefits - STRS, PERS, FICA, WC, UI, Medicare, etc. (Retiree H&W $15,237,098 $253,284 ($16,438) ($4,482) & Long-term Sick Leave included in section 4)
Payroll costs SF 0 $8,477,899
Payroll costs-Restricted $6,759,199
Salary Increase - Certificated payroll costs - SF 0 $0 $0 $0
Salary Increase - Certificated payroll costs - Restricted $0 $0 $0
Salary Increase - Classified payroll costs - SF 0 $81,846 $44,588 $0
Salary Increase - Classified payroll costs - Restricted $65,618 $35,739 ($4,482)
Salary Increase Other - Certificated payroll costs - SF0 $0 $0 $0
Salary Increase Other - Certificated payroll costs - Restricted $0 $0 $0
Other - Certificated payroll costs - SF0 $0 $0 $0
Other - Certificated payroll costs - Restricted $0 $0 $0
Other - Classified payroll costs - SF0 $2,588 ($2,411) $0
Other - Classified payroll costs - Restricted $7,537 $1,341 $0
One Time Payment - Certificated payroll costs - SF0 $0 $0
One Time Payment - Certificated payroll costs - Restricted $0 $0
One Time Payment - Classified payroll costs - SF0 $53,113 ($53,113)
One Time Payment- Classified payroll costs - Restricted $42,582 ($42,582)
Page 2 of 31 October 23, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 1b
Compensation Annual Fiscal Impact of Proposed Agreement
Cost Prior to Year 1 Year 2 Year 3
Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 4 Health/Welfare Plans - $21,072,211 $80,332 ($19,264) ($703) medical,dental,vision, life insurance, retiree h&w, lt sick leave, cash option (obj 340x, 395x,
Unrestricted (SF 0)
Medical/Dental/VSP - Object 340x $9,128,303 $6,925 $14,923
Life Insurance - Object 395x $6,850
Retiree H&W & Long-term Sick Leave - * See below for rates $1,426,851 $40,232 ($19,147) $0
Cash Option - Object 391x $28,242
Health & Welfare -SF 0 Certificated - * See below for rates
Health & Welfare -Restricted Certificated -* See below for rates
Health & Welfare -SF 0 Classified - *See below for rates
Health & Welfare - Restricted Classified -* See below for rates
Post Employment Health Plan (PEHP) Object 3751 (SJTA only)-SF 0
Total Unrestricted $10,590,246 $47,157 ($4,224) $0
Restricted
$9,292,789 Medical/Dental/VSP - Object 340x
$7,527 Life Insurance - Object 395x
Retiree H&W & Long-term Sick Leave - * See below for rates $1,137,590 $33,175 ($15,040) ($703)
$44,059 Cash Option - Object 391x
Post Employment Health Plan (PEHP) Object 3751 (SJTA only)-SF 3,5 Total Restricted $10,481,965 $33,175 ($15,040) ($703)
5 Total Compensation - Add Items 1 through 4 $91,696,799 $1,919,099 ($785,976) ($20,000) 6 Step and Column - Related to movement plus any changes due to settlement. This is a subset $466,826 $5,810 $2,940 of Item No. 1
FTE - Using Sep 11, 2018 FTE for cost prior to proposed agreements. Years 1 - 3 have changes only due to the proposed agreements. 1,449.23 1,449.23 1,449.23 1,449.23
* Rates: FY 2018-19 FY 2018-19 FY 2019-20 FY 2020-21
Retiree H&W & Long-term Leave Rates - Certificated 2.05% 2.05% 2.20% 2.20% Retiree H&W & Long-term Leave Rates - Classified 4.63% 4.63% 4.75% 4.75% Health & Welfare 7.75% 7.75% Step & Column - Certificated 0.55% 0.70% 0.70% Step & Column - Classified 0.85% 0.85% 0.85%
Page 3 of 31 October 23, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 2 and 3, et. al. (Items 9 to 12.g.) 9. What was the negotiated salary percentage increase approved? For example, if the increase in "Year 1" was for less than a full year, what is the annualized percentage of that increase for "Year 1"? 2018-19 Article 6.1 - Salaries - Base salaries, hourly rate and shift differential shall be increased by a total of 1.60% effective November 1, 2018.
One-time off schedule payment Article 6.1 - Salaries - The District shall provide a one-time off schedule payment equal to 2.0 % of each member’s new annualized (for the full or partial period between July 1, 2018 and June 30, 2019) base salary as of November 1, 2018. The one-time off schedule payment will be paid no later than December 21, 2018.
Annualized percentage Since this salary settlement is effective November 1, 2018, the annualized percentage increase is 1.07%.
10. Were any additional steps, columns, or range added to the schedules? (If yes, please explain.) None at this time.
11 . Please include comments and explanations as necessary. (If more room is necessary, please attach an additional sheet.) CSEA currently has a collective bargaining agreement that covers from Nov. 15, 2017 through Nov. 14, 2020. These proposals are part of the re-openers under Article 1.2.1 (a) of the current agreement.
The budget that is reflected under FY 2018-19 is based on the board approved budget dated September 11, 2018. Another public disclosure document was submitted to the Sacramento County Office of Education (SCOE) on September 20, 2018. The adjustments under that document are reflected in column 3 of this document under item H "Impact of Proposed Agreement on Current Year Operating Budget" since the budget has not been revised to reflect those changes. Therefore, column 4 under item H will be the proposed budget for both public disclosures. Item I "Impact of Proposed Agreement on Subsequent Years" will also be a combination of both public disclosures.
12.a. Does this bargaining unit have a negotiated cap for Health & Welfare Yes No X benefits? If yes, please describe the cap amount. N/A 12.b. Proposed Negotiated Changes in other compensation and non-compensation Items (i.e., class size adjustments, staff development days, teacher prep time, classified staffing ratios, etc.).
Article 6.8.1 - Instructional Assistant Additional Compensation -- The conditions of this article currently exists and will remain the same. The change is the amount to be paid is $12.00 per hour instead of $8.00 per hour. For the 2018-2019 and 2019-2020 school year the parties agree to set aside $20,000 per year in one-time monies to fund a pilot to reduce the time thresholds in 6.8, 6.8.1, 6.8.2, 6.8.3 and 6.8.4 to 3 consecutive hours. Once these funds are exhausted each year, the existing language in 6.8, 6.8.1, 6.8.2, 6.8.3 and 6.8.4 will apply for the remainder of the year. Data collected by both parties during this pilot shall be reported to the respective bargaining teams no later than March 1, 2020. Article 6.9.1 - Occupational Therapist -- Equity hours are being increased from eight (8) hours to sixteen (16) hours.
Article 6.10 - Bilingual Services Pilot -- The District agrees to continue the 2017-2018 pilot for the 2018-2019 school year with a maximum of fifteen (15) qualified employees. A selection committee comprising of an equal number of District and Association members will meet to select pilot members from a list of employees who frequently are called upon to speak, read, and interpret a non-English language, or to converse fluently in a non- English language . Employees identified for this pilot will be paid a Bilingual Differential equal to the Second Shift Differential in Article 6.2.2. Data collected by both parties during this two-year pilot shall be reported to the respective bargaining teams no later than March 1, 2019.
Page 4 of 31 October 23, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 2 and 3, et. al. (Items 9 to 12.g.)
Article 10.7.1 - Extended Disability -- For the 2018-2019 school year a member with ten (10) years of permanent status and benefitted status with the District and having exhausted all other paid sick leave shall, with proper medical verification, be placed on temporary disability payments of $100 per month for a period of six (6) months, renewable for two (2) additional six (6) month periods with proper medical verification. All District-paid insurance shall be continued in full force during the period when this benefit is in effect.
12.c. What are the specific impacts (positive or negative) on instructional and support programs to accommodate the settlement? Include the impact of changes such as staff reductions or increases, program reductions or increases, elimination or expansion of other services or programs (i.e., counselors, librarians, custodial staff, etc.) Salary increase helps SJUSD with employee recruitment. As much as possible, program budgets will absorb cost increases. Unappropriated fund balance is the source of funding to accommodate the settlements until additional solutions are identified and approved.
12.d. What contingency language is included in the proposed agreement (e.g., reopeners, etc.)? CONTINGENCY LANGUAGE:
Article 6.2.1 - Longevity Pay -- CSEA has an interest in discussing the role longevity plays in retaining qualified and experienced employees. Therefore the partis agree that Article 6 (Salaries) may be opened during the 2019-2020 bargaining cycle. The District and CSEA agree to establish a small core Minimum Wage Implementation Team. Each party may appoint up to four (4) members to this team. This team shall be establised within 45 days of the SJUSD Board approving this contract. The purpose of this team is to explore options related to pending increases in the minimum wage in SJUSD. Non-binding recommendations of this team shall be reported to the respective bargaining teams no later than March 1, 2019.
12.e. Will this agreement create or decrease deficit financing in the current or subsequent year(s)? "Deficit Financing" is defined to exist when a fund's expenditures and other financing uses exceed its revenues and other financing sources in a given year. If yes, explain the amounts and justification for doing so.
General Fund: Deficit financing in unrestricted LCFF non-supplemental is expected to be created from the agreements in the current year. In FY 2019-20, deficit spending is decreased due to the reversal of one-time expenses. However, in FY 2020-21, deficit spending increases again. Fund balance is projected to be used until further budget solutions are identified and approved. All Other Funds: Deficit financing will increase in the current year from the agreements. For FY 2019-2020, deficit spending decreases due to reversal of one-time expenses. For FY 2020-2021, it increases again. Fund balance is projected to be used until further budget solutions are identified and approved.
12.f. Identify other major provisions that do not directly affect the district's costs, such as binding arbitrations, grievance procedures, etc. None known at this time.
12.g. Source of Funding for Proposed Agreement 1. Current Year Source of funding for the proposed agreements are unrestricted and restricted revenues, including one-time discretionary revenue from 2018-19 mandate cost claim reimbursement allocations.
2. If this is a single year agreement, how will the ongoing cost of the proposed agreement be funded in subsequent years (i.e., what will allow the district to afford this contract)? See below.
Page 5 of 31 October 23, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 2 and 3, et. al. (Items 9 to 12.g.) 3. If this is a multiyear agreement, what is the source of funding, including assumptions used, to fund these obligations in subsequent years? (Remember to include compounding effects in meeting obligations.)
The sources of funding these multi-year agreements are LCFF, program revenues, and the unappropriated fund balance until additional solutions are identified and approved. The district is initiating a budget review process with the commitment to identify and implement sufficient budget solutions over the next six months.
Page 6 of 31 October 23, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 4a H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Unrestricted SF0 General Fund
Enter Bargaining Unit/Group: CSEA Column 1 Column 2 Column 3 Column 4 Certificated & Classified, Other Revisions, including FY 2018-19 Board Contracts proposed budget revision Budget Act FY 2018-19 09/11/2018 Board Proposed Budget after Approved adjustments REVENUES LCFF Sources (8010-8099)$ 356,573,864 $ - $ 356,573,864
Remaining Revenues (8100-8799)$ 16,828,178 $ - $ 16,828,178
TOTAL REVENUES$ 373,402,042 $ - $ - $ 373,402,042 EXPENDITURES Certificated Salaries (1000-1999)$ 160,950,923 $ - $ 5,161,352 $ 166,112,275
Classified Salaries (2000-2999)$ 42,441,733 $ 868,960 $ 345,100 $ 43,655,793
Employee Benefits (3000-3999)$ 86,135,275 $ 184,704 $ 873,402 $ 87,193,381
Books and Supplies (4000-4999)$ 15,958,641 $ (128,439) $ (604,197) $ 15,226,005
Services, Other Operating Expenses (5000-5999)$ 18,868,794 $ - $ 18,868,794
Capital Outlay (6000-6999)$ 246,318 $ - $ 246,318
Other Outgo (7100-7299) (7400-7499)$ 613,223 $ - $ 613,223
Direct Support/Indirect Cost (7300-7399)$ (6,035,048) $ - $ (6,035,048)
Other Adjustments $ - $ -
TOTAL EXPENDITURES$ 319,179,859 $ 925,225 $ 5,775,657 $ 325,880,741
OPERATING SURPLUS (DEFICIT)$ 54,222,183 $ (925,225) $ (5,775,657) $ 47,521,301
TRANSFERS IN & OTHER SOURCES (8910-8979)$ - $ - $ -
TRANSFERS OUT & OTHER USES (7610-7699)$ 159,596 $ - $ - $ 159,596
CONTRIBUTIONS (8980-8999)$ (53,891,432) $ (501,705) $ (1,405,201) $ (55,798,338)
CURRENT YEAR INCREASE (DECREASE) IN FUND $ 171,155 $ (1,426,930) $ (7,180,858) $ (8,436,633) BALANCE
BEGINNING BALANCE$ 45,550,198 $ - $ - $ 45,550,198
Prior-Year Adjustments/Restatements (9793/9795)$ - $ -
CURRENT-YEAR ENDING BALANCE$ 45,721,353 $ - $ - $ 37,113,565
COMPONENTS OF ENDING BALANCE: $ -
Nonspendable Amounts: $ 500,000 $ 500,000
Reserved Amounts (9711-9740) $ - $ -
Reserved for Economic Uncertainties (9770) $ 9,520,000 $ 28,539 $ 143,617 $ 9,692,156
Committed Funds (9750-9760) $ - $ - $ -
Assigned Amounts $ 4,184,579 $ - $ - $ 4,184,579
Unappropriated Amounts (9790) $ 31,516,774 $ 22,736,830
Page 7 of 31 October 23, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 4b H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Restricted SF 3 & 5 General Fund
Enter Bargaining Unit/Group: CSEA Column 1 Column 2 Column 3 Column 4 Certificated & Classified, Other Revisions, FY 2018-19 Board Contracts including proposed Budget Act budget revision FY 2018-19 09/11/2018 Board Proposed Budget after Approved adjustments REVENUES LCFF Sources (8010-8099)$ - $ - $ -
Remaining Revenues (8100-8799) $ 88,429,611 $ - $ 88,429,611
TOTAL REVENUES $ 88,429,611 $ - $ - $ 88,429,611 EXPENDITURES Certificated Salaries (1000-1999) $ 38,850,903 $ - $ 1,415,265 $ 40,266,168
Classified Salaries (2000-2999) $ 27,240,710 $ 716,523 $ 81,989 $ 28,039,222
Employee Benefits (3000-3999) $ 46,579,168 $ 148,912 $ 245,185 $ 46,973,265
Books and Supplies (4000-4999) $ 25,996,044 $ (371,687) $ (337,238) $ 25,287,119
Services, Other Operating Expenses (5000-5999) $ 10,962,950 $7,957 $ - $ 10,970,907
Capital Outlay (6000-6999) $ 276,962 $ - $ 276,962
Other Outgo (7100-7299) (7400-7499) $ 109,069 $ - $ 109,069
Direct Support/Indirect Cost (7300-7399) $ 4,577,602 $ - $ 4,577,602
Other Adjustments $ - $ -
TOTAL EXPENDITURES $ 154,593,408 $ 501,705 $ 1,405,201 $ 156,500,314
OPERATING SURPLUS (DEFICIT) $ (66,163,797) $ (501,705) $ (1,405,201) $ (68,070,703)
TRANSFERS IN & OTHER SOURCES (8910-8979) $ - $ - $ -
TRANSFERS OUT & OTHER USES (7610-7699) $ 2,019,176 $ - $ 2,019,176
CONTRIBUTIONS (8980-8999) $ 53,891,432 $ 501,705 $ 1,405,201 $ 55,798,338
CURRENT YEAR INCREASE (DECREASE) IN FUND $ (14,291,541) $ - $ - $ (14,291,541) BALANCE
BEGINNING BALANCE $ 31,978,202 $ - $ - $ 31,978,202
Prior-Year Adjustments/Restatements (9793/9795) $ - $ -
CURRENT-YEAR ENDING BALANCE $ 17,686,661 $ 17,686,661 COMPONENTS OF ENDING BALANCE: Nonspendable Amounts $ - $ -
Reserved Amounts (9711-9740) $ 17,686,661 $ - $ - $ 17,686,661 Reserved for Economic Uncertainties (9770) $ - $ -
Committed Funds $ - $ - $ -
Assigned Amounts $ - $ -
Unappropriated Amounts (9790) $ - $ - $ -
Page 8 of 31 October 23, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 4c H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Combined General Fund
Enter Bargaining Unit/Group: CSEA Column 1 Column 2 Column 3 Column 4
FY 2018-19 Other Revisions, FY 2018-19 Budget Act Certificated & Classified, including proposed Proposed Budget after 09/11/2018 Board Board Contracts budget revision adjustments Approved
REVENUES LCFF Sources (8010-8099)$ 356,573,864 $ - $ - $ 356,573,864
Remaining Revenues (8100-8799) $ 105,257,789 $ - $ - $ 105,257,789
TOTAL REVENUES $ 461,831,653 $ - $ - $ 461,831,653 EXPENDITURES Certificated Salaries (1000-1999) $ 199,801,826 $ - $ 6,576,617 $ 206,378,443
Classified Salaries (2000-2999) $ 69,682,443 $ 1,585,483 $ 427,089 $ 71,695,015
Employee Benefits (3000-3999) $ 132,714,443 $333,616 $ 1,118,587 $ 134,166,646
Books and Supplies (4000-4999) $ 41,954,685 $(500,126) $ (941,435) $ 40,513,124
Services, Other Operating Expenses (5000-5999) $ 29,831,744 $ 7,957 $ - $ 29,839,701
Capital Outlay (6000-6999) $ 523,280 $ - $ - $ 523,280
Other Outgo (7100-7299) (7400-7499) $ 722,292 $ - $ - $ 722,292
Direct Support/Indirect Cost (7300-7399) $ (1,457,446) $ - $ - $ (1,457,446)
Other Adjustments $ - $ - $ - $ -
TOTAL EXPENDITURES $ 473,773,267 $ 1,426,930 $ 7,180,858 $ 482,381,055
OPERATING SURPLUS (DEFICIT) $ (11,941,614) $ (1,426,930) $ (7,180,858) $ (20,549,402)
TRANSFERS IN & OTHER SOURCES (8910-8979) $ - $ - $ - $ -
TRANSFERS OUT & OTHER USES (7610-7699) $ 2,178,772 $ - $ - $ 2,178,772
CONTRIBUTIONS (8980-8999) $ - $ - $ - $ -
CURRENT YEAR INCREASE (DECREASE) IN FUND $ (14,120,386) $ (1,426,930) $ (7,180,858) $ (22,728,174) BALANCE
BEGINNING BALANCE $ 77,528,400 $ 77,528,400
Prior-Year Adjustments/Restatements (9793/9795) $ - $ - $ - $ - CURRENT-YEAR ENDING BALANCE $ 63,408,014 $ - $ - $ 54,800,226
COMPONENTS OF ENDING BALANCE: $ - Nonspendable Amounts $ 500,000 $ 500,000
Reserved Amounts (9711-9740) $ 17,686,661 $ - $ - $ 17,686,661
Reserved for Economic Uncertainties (9770) $ 9,520,000 $28,539 $ 143,617 $ 9,692,156
Committed Funds $ - $ - $ -
Assigned Amounts $ 4,184,579 $ - $ - $ 4,184,579
Unappropriated Amounts - Unrestricted (9790) $ 31,516,774 $ - $ - $ 22,736,830 Reserve for Economic Uncertainties Percentage 2.00% 2.00% 2.00%
Page 9 of 31 October 23, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 5 I. IMPACT OF PROPOSED AGREEMENT ON SUBSEQUENT YEARS Combined General Fund
Enter Bargaining Unit/Group: CSEA FY 2018-19 FY 2019-20 FY 2020-21
FY 2018-19 Certificated & Classified, Board Proposed Budget after Second Subsequent Year Contracts adjustments REVENUES LCFF Sources (8010-8099) $356,573,864 $364,073,655 $374,116,696
Remaining Revenues (8100-8799) $105,257,789 $92,404,132 $92,907,912 TOTAL REVENUES $461,831,653 $456,477,787 $467,024,608 EXPENDITURES Certificated Salaries (1000-1999) $206,378,443 $204,471,011 $205,827,861
Classified Salaries (2000-2999) $71,695,015 $70,840,925 $72,101,666
Employee Benefits (3000-3999) $134,166,646 $141,269,303 $150,134,164
Books and Supplies (4000-4999) $40,513,124 $18,235,754 $22,194,500
Services, Other Operating Expenses (5000-5999) $29,839,701 $28,942,090 $27,081,160
Capital Outlay (6000-6999) $523,280 $201 $201
Other Outgo (7100-7299) (7400-7499) $722,292 $722,292 $722,292
Direct Support/Indirect Cost (7300-7399) ($1,457,446) ($1,471,789) ($1,471,789)
Other Adjustments $0 $0 $0
TOTAL EXPENDITURES $482,381,055 $463,009,787 $476,590,055
OPERATING SURPLUS (DEFICIT) -$20,549,402 -$6,532,000 -$9,565,447
TRANSFERS IN & OTHER SOURCES (8910-8979) $0 $0 $0
TRANSFERS OUT & OTHER USES (7610-7699) $2,178,772 $2,178,772 $2,178,772
CONTRIBUTIONS (8980-8999) $0 $0 $0 CURRENT YEAR INCREASE (DECREASE) IN FUND BALANCE ($22,728,174) ($8,710,772) ($11,744,219)
BEGINNING BALANCE $77,528,400 $54,800,226 $46,089,454
Prior-Year Adjustments/Restatements (9793/9795) $0
CURRENT-YEAR ENDING BALANCE $54,800,226 $46,089,454 $34,345,235 COMPONENTS OF ENDING BALANCE: Nonspendable Amounts $500,000 $500,000 $500,000
Reserved Amounts (9711-9740) $17,686,661 $17,686,661 $17,686,661
Reserved for Economic Uncertainties (9770) $9,692,156 $9,300,000 $9,632,299
Committed Funds $0 $0 $0
Assigned Amounts $4,184,579 $4,972,675 $4,972,675
Unappropriated Amounts - Unrestricted (9790) $22,736,830 $13,630,118 $1,553,600 Reserve for Economic Uncertainties Percentage 2.00% 2.00% 2.01%
Page 10 of 31 October 23, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 6 J. IMPACT OF PROPOSED AGREEMENT ON UNRESTRICTED RESERVES
1. State Reserve Standard
2018-19 2019-20 2020-21 Projected Year Multi-Year Multi-Year Totals - Budget Projection Projection
Total Expenditures, Transfers Out, and Uses $ 484,559,827 $ 465,188,559 $ 478,768,827 a. (Including Cost of Proposed Agreement) State Standard Minimum Reserve Percentage for 2% 2% 2% b. this District (2%) enter percentage: State Standard Minimum Reserve Amount for this District (For districts with less than 1,001 ADA, $ 9,691,197 $ 9,303,771 $9,575,377 this is the greater of Line a, times Line b, OR c. $50,000
2. Budgeted Unrestricted Reserve (After Impact of Proposed Agreement)
General Fund Budgeted Unrestricted $9,692,156 $9,300,000 $9,632,299 a. Designated for Economic Uncertainties (9770) General Fund Budgeted Unrestricted $ 22,736,830 $ 13,630,118 $ 1,553,600 b. Unappropriated Amount (9790) Special Reserve Fund (Fund 17) Budgeted $ - $ - $ - c. Designated for Economic Uncertainties (9770)
Special Reserve Fund (Fund 17) Budgeted $ - $ - $ - d. Unappropriate Amount (9790) g. Total Available Reserves $ 32,428,986 $ 22,930,118 $ 11,185,899 h. Reserve for Economic Uncertainties Percentage 2.00% 2.00% 2.01%
3. Do unrestricted reserves meet the state minimum reserve amount? 2018-19 Yes x No 2019-20 Yes x No 2020-21 Yes x No
4. If no, how do you plan to restore your reserves?
Page 11 of 31 October 23, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 7 5. If the total amount of the adjustment in Column 2 on Page 4c does not agree with the amount of the Total Compensation Increase in Section A, Line 5, Page 1a (i.e., increase was partially budgeted), explain the variance below:
Total amount of the adjustment in Column 2 on Page 4c is: $ 1,426,930 Total Compensation Increase in Section A, Line 5, Page 1a is: $ 1,919,099 Variance $ (492,169)
Amount already budgeted in Supplemental and Categorical funds: $ (500,126)
Amount budgeted in Object 58xx, non-compensation for Occupational Therapist equity $ 7,957 hours $ (492,169)
6. Please include any additional comments and explanation of Page 5 if necessary:
Page 12 of 31 October 23, 2018 San Juan Unified School District Public Disclosure of Proposed Collective Bargaining Agreement Page 8
K. SALARY NOTIFICATION REQUIREMENT
The following section is applicable and should be completed when any Salary/Benefit Negotiations are settled after the district's final budget has been adopted.
COMPARISON OF PROPOSED AGREEMENT TO CHANGE IN DISTRICT LOCAL CONTROL FUNDING
(a) Current-Year Local Control Funding per ADA( line 19 below): $ 9,444 (b) Prior-Year Base Funding per ADA (line 20 below) $ 8,816 (c) Amount of Current-Year Increase: (a) minus (b) $ 628 (d) Percentage Increase in Base LCFF per ADA: (c) divided by (b) 7.12% (e) Total Compensation Percentage Increase from Section A, Line 5, Page 1 for current year (Year 1) 2.09%
1 K-3 CSR 6,361,740 2 EIA 4,398,886 3 Other State categorical 24,749,916 4 Transportation 5,230,781 5 Targeted Instructional Improvement Grant (TIIG) 2,350,261 6 Total LCFF Categoricals $ 43,091,584 7 2012-13 Rev Limit funding per ADA $ 5,303.79 8 Actual or Estimated funded ADA 37,759.75 Current year ADA x 2012-13 Rev Limit funding per 9 ADA (7 x 8 ) 200,269,784 10 Prior year gap funding $ 7,797,472 11 Prior year gap funding per ADA 206.85 Total of all prior years gap funding adjusted for 12 current year ADA 89,457,379 13 Adjusted Funding Floor (6 + 9 + 12) $ 332,818,747 14 LCFF funding target $ 356,584,447 15 Funding GAP (14-13) $ 23,765,700 16 LCFF Statewide funding GAP % 100.00% 17 LCFF Growth (15 x 16) $ 23,765,700 18 LCFF Funding ( 13 + 17) $ 356,584,447 19 LCFF revenue per ADA (18/10) $ 9,444 20 Prior year funding per ADA $ 8,816 21 Per ADA change from Prior year (19 - 20) $ 628 22 Growth Increase % (21/20) 7.12%
Page 13 of 31 October 23, 2018 San Juan Unified School District
Public Disclosure of Proposed Collective Bargaining Agreement Page 10 M. CERTIFICATION NO. 2
The disclosure document must be signed by the district Superintendent or designee at the time of public disclosure and by the President or Clerk of the Governing Board at the time of formal board action on the proposed agreement.
The information provided in this document summarizes the financial implications of the proposed agreement(s) and is submitted to the Governing Board for public disclosure of the major provisions of the agreement(s) (as provided in the "Public Disclosure of Proposed Bargaining Agreement") in accordance with the requirements of AB 1200 and Government Code Section 3547.5.
Kent Kern, Superintendent of Schools Date (Signature)
Kent Stephens, Deputy Superintendent (916) 971-7237 Contact Person Phone
After public disclosure of the major provisions contained in this summary, the Governing Board at its meeting on October 23, 2018 took action to approve the proposed agreement with CSEA.
President, Governing Board Date (Signature)
Page 15 of 31 October 23, 2018 San Juan Unified School District SACRAMENTO COUNTY OFFICE OF EDUCATION PUBLIC DISCLOSURE OF COLLECTIVE BARGAINING AGREEMENT In Accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449 Name of School District: San Juan Unified School District - Adult Education Fund
Name of Bargaining Units: CSEA Certificated, Classified, Other: Classified The proposed agreements cover the period beginning: July 1, 2018 and ending: June 30, 2020 or later (date) (date) The Governing Board will act upon the proposed agreement(s) on: October 23, 2018 (date) Note: This form, along with a copy of the proposed agreement, must be submitted to the County Office at least ten (10) working days prior to the date the Governing Board will take action. This form must also be available to the public at least ten (10) working days prior to the date the governing board will take action on the proposed bargaining agreements. A. Proposed Change in Compensation Page 1 (Other Funds Section) Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is $241,828 $2,320 $1,150 $0 also reported separately in Item 6) 0.96% 0.48% 0.00% 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, $0 $4,384 -$4,384 $0 Differential, Callback or Standby Pay, etc. 0.00% 0.00% 0.00%
3 Statutory Benefits - STRS, PERS, FICA WC, UI, Medicare, etc. (retiree h&w and long- $66,527 $1,052 -$66 $0 term sick leave included in section 4) 1.58% -0.10% 0.00% 4 Health/Welfare Plans - includes medical, dental, vision, life insurance, retiree h&w, long- $78,249 $311 -$149 $0 term sick leave, cash option 0.40% -0.19% 0.00% 5 Total Compensation - Add Items 1 through 4 to $386,604 $8,067 -$3,449 $0 equal 5 2.09% -0.89% 0.00% 6 Step and Column - Due to movement plus any changes due to settlement. 2018-19, 2019-20 and 2020-21 step and column increases have $1,681 $0 $20 $10 already been included in the multi-year projection. This is a subset of Item No. 1 7 Total Number of Represented Employees (Use FTEs if appropriate) 7.63 7.63 7.63 7.63 8 Total Compensation Average Cost per $50,702 $1,058 -$452 $0 Employee 2.09% -0.89% 0.00% 9 Total Salary Compensation $241,828 $6,704 -$3,234 $0 Total Salary Compensation % 2.77% -1.34% 0.00%
Page 16 of 31 October 23, 2018 San Juan Unified School District A. Proposed Change in Compensation for Adult Education Fund Page 2 (Other Funds Section)
Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
Certificated & Classified, Board Contracts FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also reported $241,828.00 $2,320.00 $1,150.00 $0.00 separately in Item 6)
Certificated Salaries - Object 1xxx
Classified Salaries - Object 2xxx $241,828
Salary Increase Certificated Salaries SJTA Only 1.8% - Object 1xxx $0 $0
Salary Increase Certificated Salaries 1.6% - Object 1xxx $0 $0 $0
Salary Increase Classified Salaries 1.6% Object 2xxx $2,320 $1,150
Other - Certificated Salaries - Object 1xxx $0
2 Other Compensation Stipends, Bonuses, Longevity, Overtime, Differential, Callback or $0 $4,384 -$4,384 $0 Standby Pay, etc.
One Time Payment -Certificated Salaries - Object 1xxx $0 $0 $0
One Time Payment - Classified Salaries - Object 2xxx - $4,384 ($4,384) $0
3 Statutory Benefit - Certificated Rates 19.53% 19.53% 21.38% 22.35% Statutory Benefit - Classified Rates 27.51% 27.51% 30.25% 32.95% Statutory Benefits - STRS, PERS, FICA, WC, UI, Medicare, etc. $66,527 $1,052 -$66 $0 (Retiree H&W & Long-term Sick Leave included in section 4) Certificated Payroll costs $0 $0 $0 $0
Classified Payroll costs $66,527 $0 $0
Salary Increase - Certificated payroll costs $0 $0
Salary Increase - Classified payroll costs $638 $348
One Time Payment - Certificated payroll costs $0 $0 $0
One Time Payment - Classified payroll costs $414 -$414 $0 4 Health/Welfare Plans - $78,249 $311 -$149 $0 Medical,dental,vision, life insurance, retiree h&w, lt sick leave, cash Medical/Dental/VSP - Object 340x $67,008
Life Insurance - Object 395x $44 $0 $0 Retiree H&W & Long-term Sick Leave - * See below for rates $11,197 $311 -$149 $0 Post Employment Health Plan (PEHP) Object 3751 (SJTA only) $0 $0
5 Total Compensation - Add Items 1 through 4 to equal 5 $386,604 $8,067 -$3,449 $0
6 Step and Column - Related to movement plus any changes due $1,681 $0 $20 $10 to settlement. This is a subset of Item No. 1
FTE - Using Sep 11, 2018 FTE for cost prior to proposed agreements. Years 1 - 3 have changes only due to the proposed 7.63 7.63 7.63 7.63
* Rates: FY 2018-19 FY 2018-19 FY 2019-20 FY 2020-21 Retiree H&W & Long-term Leave Rates - Certificated 2.05% 2.05% 2.20% 2.20% Retiree H&W & Long-term Leave Rates - Classified 4.63% 4.63% 4.75% 4.75% Health & Welfare 7.75% 7.75% Step & Column - Certificated 0.55% 0.70% 0.70% Step & Column - Classified 0.70% 0.85% 0.85%
Page 17 of 31 October 23, 2018 San Juan Unified School District H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Page 3 (Other Funds Section) Adult Ed Fund-Unrestricted & Restricted
Enter Bargaining Unit/Group: CSEA Column 1 Column 2 Column 3 Column 4 Certificated & Classified, Other Revisions, FY 2018-19 Board Contracts including proposed Budget Act budget revision FY 2018-19 09/11/2018 Board Proposed Budget after Approved adjustments REVENUES LCFF Sources (8010-8099)$ - $ - $ -
Remaining Revenues (8100-8799)$ 3,212,144 $ - $ 3,212,144
TOTAL REVENUES$ 3,212,144 $ - $ - $ 3,212,144 EXPENDITURES Certificated Salaries (1000-1999)$ 1,122,449 $ - $ 34,437 $ 1,156,886
Classified Salaries (2000-2999)$ 241,828 $ 6,704 $ - $ 248,532
Employee Benefits (3000-3999)$ 586,580 $ 1,363 $ 5,742 $ 593,685
Books and Supplies (4000-4999)$ 241,773 $ - $ 241,773
Services, Other Operating Expenses (5000-5999)$ 818,600 $ - $ 818,600 Capital Outlay (6000-6999)$ - $ - $ - Other Outgo (7100-7299) (7400-7499)$ - $ - $ - Direct Support/Indirect Cost (7300-7399)$ 63,377 $ - $ 63,377 Other Adjustments$ - $ - $ -
TOTAL EXPENDITURES$ 3,074,607 $ 8,067 $ 40,179 $ 3,122,853 OPERATING SURPLUS (DEFICIT)$ 137,537 $ (8,067) $ (40,179) $ 89,291 TRANSFERS IN & OTHER SOURCES (8910-8979)$ - $ - $ - TRANSFERS OUT & OTHER USES (7610-7699) $ 137,989 $ - $ 137,989 CONTRIBUTIONS (8980-8999) $ - $ - $ -
CURRENT YEAR INCREASE (DECREASE) IN FUND $ (452) $ (8,067) $ (40,179) $ (48,698) BALANCE
BEGINNING BALANCE $ 1,332,611 $ 1,332,611 Prior-Year Adjustments/Restatements (9793/9795) $ - $ -
CURRENT-YEAR ENDING BALANCE $ 1,332,159 $ (8,067) $ (40,179) $ 1,283,913
COMPONENTS OF ENDING BALANCE: $ - Nonspendable $ - Restricted $ 759,664 $ (8,067) $ (40,179) $ 711,418 Reserved for Economic Uncertainties (9770) $ - Committed $ - Assigned $ 572,495 $ 572,495 Unappropriated Amounts (9790) $ - $ - $ - $ -
Page 18 of 31 October 23, 2018 San Juan Unified School District I. IMPACT OF PROPOSED AGREEMENT ON SUBSEQUENT YEARS Page 4 (Other Funds Section) Adult Education Fund
Enter Bargaining Unit/Group: CSEA FY 2018-19 FY 2019-20 FY 2020-21 FY 2018-19 Certificated & Classified, Board Second Subsequent Year Proposed Budget after adjustments Contracts
REVENUES LCFF Sources (8010-8099) $0 $0 $0
Remaining Revenues (8100-8799) $3,212,144 $2,769,021 $2,769,021 TOTAL REVENUES $3,212,144 $2,769,021 $2,769,021 EXPENDITURES Certificated Salaries (1000-1999) $1,156,886 $1,164,673 $1,172,680 Classified Salaries (2000-2999) $248,532 $247,309 $249,382 Employee Benefits (3000-3999) $593,685 $592,641 $610,175 Books and Supplies (4000-4999) $241,773 $71,642 $62,547 Services, Other Operating Expenses (5000-5999) $818,600 $518,550 $500,032 Capital Outlay (6000-6999) $0 Other Outgo (7100-7299) (7400-7499) $0 Direct Support/Indirect Cost (7300-7399) $63,377 $63,377 $63,377 Other Adjustments $0 TOTAL EXPENDITURES $3,122,853 $2,658,192 $2,658,193 OPERATING SURPLUS (DEFICIT) $89,291 $110,829 $110,828 TRANSFERS IN & OTHER SOURCES (8910-8979) $0 TRANSFERS OUT & OTHER USES (7610-7699) $137,989 $ 137,989 $137,989
CONTRIBUTIONS (8980-8999) $0 $0 $0 CURRENT YEAR INCREASE (DECREASE) IN FUND ($48,698) ($27,160) ($27,161) BALANCE
BEGINNING BALANCE $1,332,611 $1,283,913 $1,256,753 CURRENT-YEAR ENDING BALANCE $1,283,913 $1,256,753 $1,229,593 COMPONENTS OF ENDING BALANCE:
Nonspendable $0
Restricted $711,418 $684,258 $657,098 Reserved for Economic Uncertainties $0 Committed $0 Assigned $572,495 $572,495 $572,495 Reserve for Economic Uncertainties Percentage 0.00% 0.00% 0.00%
$0 $0 $0
Page 19 of 31 October 23, 2018 San Juan Unified School District SACRAMENTO COUNTY OFFICE OF EDUCATION PUBLIC DISCLOSURE OF COLLECTIVE BARGAINING AGREEMENT In Accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449 Name of School District: San Juan Unified School District - Child Development Fund
Name of Bargaining Units: CSEA Certificated, Classified, Other: Classified
The proposed agreements cover the period beginning: July 1, 2018 and ending: June 30, 2020 or later (date) (date) The Governing Board will act upon the proposed agreement(s) on: October 23, 2018 (date) Note: This form, along with a copy of the proposed agreement, must be submitted to the County Office at least ten (10) working days prior to the date the Governing Board will take action. This form must also be available to the public at least ten (10) working days prior to the date the governing board will take action on the proposed bargaining agreements.
A. Proposed Change in Compensation Page 4 (Other Funds Section) Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also $4,259,337 $39,239 $19,436 $0 reported separately in Item 6) 0.92% 0.46% 0.00% 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, $0 $74,128 -$74,128 $0 Differential, Callback or Standby Pay, etc. 0.00% 0.00% 0.00% Description of other compensation 3 Statutory Benefits - STRS, PERS, FICA WC, UI, Medicare, etc. (retiree h&w and long-term $1,171,744 $17,799 -$1,125 $0 sick leave included in section 4)
1.52% -0.10% 0.00% 4 Health/Welfare Plans - includes medical, dental, vision, life insurance, retiree h&w, long-term sick $1,520,061 $5,250 -$2,510 $0 leave, cash option
0.35% -0.17% 0.00% 5 Total Compensation - Add Items 1 through 4 to $6,951,142 $136,416 -$58,327 $0 equal 5 1.96% -0.84% 0.00% 6 Step and Column - Due to movement plus any changes due to settlement. 2018-19, 2019-20 and 2020-21 step and column increases have already been included in the multi-year projection. This $35,899 $0 $425 $215 is a subset of Item No. 1
7 Total Number of Represented Employees (Use FTEs if appropriate) 119.47 119.47 119.47 119.47 8 Total Compensation Average Cost per $58,184 $1,142 -$488 $0 Employee 1.96% -0.84% 0.00% 9 Total Salary Compensation $4,259,337 $113,367 -$54,692 $0 Total Salary Compensation % 2.66% -1.28% 0.00%
Page 20 of 31 October 23, 2018 San Juan Unified School District A. Proposed Change in Compensation for Child Development Fund Page 5 (Other Funds Section)
Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
Certificated & Classified, Board Contracts FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also reported separately in $4,259,337 $39,239 $19,436 $0 Item 6)
Certificated Salaries - Object 1xxx Classified Salaries - Object 2xxx $4,259,337 Salary Increase Certificated Salaries SJTA Only 1.8% Object 1xxx $0 $0 Salary Increase Certificated Salaries 1.6% - Object 1xxx $0 $0
Other - Certificated Salaries - Object 1xxx $0 $0 Salary Increase Classified Salaries 1.6% Object 2xxx $39,239 $19,436 Other - Classified Salaries - Object 2xxx 2 Other Compensation $0 $74,128 -$74,128 $0 One Time Payment -Certificated Salaries - Object 1xxx $0 $0 One Time Payment- Classified Salaries - Object 2xxx $74,128 -$74,128
3 Statutory Benefit - Certificated Rates 19.53% 19.53% 21.38% 22.35% Statutory Benefit - Classified Rates 27.51% 27.51% 30.25% 32.95% Statutory Benefits - STRS, PERS, FICA,WC, UI, Medicare, etc. (Retiree H&W & Long-term Sick Leave included in section 4) $1,171,744 $17,799 -$1,125 $0 Certificated payroll costs $0 Classified payroll costs $1,171,744 Salary Increase 1.8% - Certificated payroll costs $0 $0 Salary Increase 1.6% - Other Certificated payroll costs $0 $0 Other - Certificated payroll costs $0 $0 Salary Increase Classified payroll costs $10,795 $5,879 Other - Classified payroll costs $0 One Time Payment - Certificated payroll costs $0 $0 One Time Payment - Classified payroll costs $7,004 -$7,004
A. Proposed Change in Compensation for Child Development Fund Page 6 (b) (Other Funds Section) 4 Health/Welfare Plans - medical,dental,vision, life insurance, retiree h&w, lt sick leave, cash option $1,520,061 $5,250 -$2,510 $0 (obj 340x, 395x, 37xx, 396x, 391x) Medical/Dental/VSP - Object 340x $1,319,196 Life Insurance - Object 395x $3,658 $0 $0 Retiree H&W & Long-term Sick Leave - * See below for rates $197,207 $5,250 ($2,510)
$0 $0 $0 Post Employment Health Plan (PEHP) Object 3751 (SJTA only)
5 Total Compensation - Add Items 1 through 4 to equal 5 $6,951,142 $136,416 -$58,327 $0 6 Step and Column - Related to movement plus any changes due to $35,899 $0 $425 $215 settlement. This is a subset of Item No. 1
FTE - Using Sep 11, 2018 FTE for cost prior to proposed agreements. Years 1 - 3 have changes only due to the proposed agreements. 119.47 119.47 119.47 119.47
* Rates: FY 2018-19 FY 2018-19 FY 2019-20 FY 2020-21
Retiree H&W & Long-term Leave Rates - Certificated 2.05% 2.05% 2.20% 2.20% Retiree H&W & Long-term Leave Rates - Classified 4.63% 4.63% 4.75% 4.75% Health & Welfare 7.75% 7.75% Step & Column - Certificated 0.55% 0.00% 0.70% 0.70% Step & Column - Classified 0.85% 0.00% 0.85% 0.85%
Page 21 of 31 October 23, 2018 San Juan Unified School District H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Page 3 (Other Funds Section) Child Development Fund-Unrestricted & Restricted
Enter Bargaining Unit/Group: CSEA Column 1 Column 2 Column 3 Column 4 Certificated & Classified, Other Revisions, FY 2018-19 Board Contracts including proposed Budget Act budget revision FY 2018-19 09/11/2018 Board Proposed Budget after Approved adjustments REVENUES LCFF Sources (8010-8099)$ - $ - $ -
Remaining Revenues (8100-8799)$ 20,319,531 $ - $ 20,319,531
TOTAL REVENUES$ 20,319,531 $ - $ - $ 20,319,531 EXPENDITURES Certificated Salaries (1000-1999)$ 6,831,076 $ - $ 224,302 $ 7,055,378
Classified Salaries (2000-2999)$ 4,259,337 $ 113,367 $ - $ 4,372,704
Employee Benefits (3000-3999)$ 6,336,747 $ 23,049 $ 26,563 $ 6,386,359
Books and Supplies (4000-4999)$ 1,828,727 $ - $ - $ 1,828,727
Services, Other Operating Expenses (5000-5999)$ 379,888 $ - $ 379,888 Capital Outlay (6000-6999)$ - $ - $ - Other Outgo (7100-7299) (7400-7499)$ - $ - $ - Direct Support/Indirect Cost (7300-7399)$ 695,510 $ - $ 695,510 Other Adjustments$ - $ - $ -
TOTAL EXPENDITURES$ 20,331,285 $ 136,416 $ 250,865 $ 20,718,566 OPERATING SURPLUS (DEFICIT)$ (11,754) $ (136,416) $ (250,865) $ (399,035) TRANSFERS IN & OTHER SOURCES (8910-8979)$ - $ - $ - $ - TRANSFERS OUT & OTHER USES (7610-7699)$ - $ - $ - CONTRIBUTIONS (8980-8999)$ - $ - $ -
CURRENT YEAR INCREASE (DECREASE) IN FUND $ (11,754) $ (136,416) $ (250,865) $ (399,035) BALANCE
BEGINNING BALANCE$ 1,883,412 $ 1,883,412 Prior-Year Adjustments/Restatements (9793/9795)$ - $ -
CURRENT-YEAR ENDING BALANCE$ 1,871,658 $ (136,416) $ (250,865) $ 1,484,377
COMPONENTS OF ENDING BALANCE: $ - Nonspendable$ - $ - $ - Restricted$ 811,762 $ 811,762 Reserved for Economic Uncertainties (9770)$ 1,059,896 $ (136,416) $ (250,865) $ 672,615 Committed$ - $ - $ - $ - Assigned$ - $ - $ - Unappropriated Amounts (9790)$ - $ 0 $ - $ 0
Page 22 of 31 October 23, 2018 San Juan Unified School District I. IMPACT OF PROPOSED AGREEMENT ON SUBSEQUENT YEARS Page 4 (Other Funds Section) Child Development Fund
Enter Bargaining Unit/Group: CSEA FY 2018-19 FY 2019-20 FY 2020-21 Certificated & Classified, Board Second Subsequent Year Contracts FY 2018-19 Proposed Budget after adjustments REVENUES LCFF Sources (8010-8099) $ - $ - $ - Remaining Revenues (8100-8799) $ 20,319,531 $ 20,476,554 $ 20,486,554 TOTAL REVENUES $ 20,319,531 $ 20,476,554 $ 20,486,554 EXPENDITURES Certificated Salaries (1000-1999) $ 7,055,378 $ 7,042,593 $ 7,090,959 Classified Salaries (2000-2999) $ 4,372,704 $ 4,363,935 $ 4,400,529 Employee Benefits (3000-3999) $ 6,386,359 $ 6,890,212 $ 7,350,648 Books and Supplies (4000-4999) $ 1,828,727 $ 1,430,902 $ 1,165,874 Services, Other Operating Expenses (5000-5999) $ 379,888 $ 281,562 $ 227,070 Capital Outlay (6000-6999) $ - $ - $ - Other Outgo (7100-7299) (7400-7499) $ - $ - $ - Direct Support/Indirect Cost (7300-7399) $ 695,510 $ 667,046 $ 678,783 Other Adjustments $ - $ - $ - TOTAL EXPENDITURES $ 20,718,566 $ 20,676,250 $ 20,913,863 OPERATING SURPLUS (DEFICIT) $ (399,035) $ (199,696) $ (427,309) TRANSFERS IN & OTHER SOURCES (8910-8979) $ - $ - $ - TRANSFERS OUT & OTHER USES (7610-7699) $ - $ - $ - CONTRIBUTIONS (8980-8999) $ - $ - $ - CURRENT YEAR INCREASE (DECREASE) IN FUND $ (399,035) $ (199,696) $ (427,309) BALANCE BEGINNING BALANCE $ 1,883,412 $ 1,484,377 $ 1,284,681 CURRENT-YEAR ENDING BALANCE $ 1,484,377 $ 1,284,681 $ 857,372 COMPONENTS OF ENDING BALANCE: Nonspendable $ - $ - $ - Restricted $ 811,762 $ 811,762 $ 811,762 Reserved for Economic Uncertainties $ 672,615 $ 472,919 $ 45,610 Committed $ - $ - $ - Assigned $ - Unappropriated Amounts - Unrestricted (9790) $ 0 $ - $ - Reserve for Economic Uncertainties Percentage 3.25% 2.29% 0.22%
Page 23 of 31 October 23, 2018 San Juan Unified School District SACRAMENTO COUNTY OFFICE OF EDUCATION PUBLIC DISCLOSURE OF COLLECTIVE BARGAINING AGREEMENT In Accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449 Name of School District: San Juan Unified School District - Cafeteria Fund
Name of Bargaining Units: CSEA Certificated, Classified, Other: Classified The proposed agreements cover the period beginning: July 1, 2018 and ending: June 30, 2020 or later (date) (date) The Governing Board will act upon the proposed agreement(s) on: October 23, 2018 (date) Note: This form, along with a copy of the proposed agreement, must be submitted to the County Office at least ten (10) working days prior to the date the Governing Board will take action. This form must also be available to the public at least ten (10) working days prior to the date the governing board will take action on the proposed bargaining agreements. A. Proposed Change in Compensation Page 5 (Other Funds Section) Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also reported separately in Item 6) $4,044,239 $38,699 $19,169 $0
0.96% 0.47% 0.00% 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, $0 $73,108 -$73,108 $0 Differential, Callback or Standby Pay, etc. 0.00% 0.00% 0.00% Description of other compensation 3 Statutory Benefits - STRS, PERS, FICA WC, UI, Medicare, etc. (retiree h&w and long-term $1,112,570 $17,553 -$1,108 $0 sick leave included in section 4) 1.58% -0.10% 0.00% 4 Health/Welfare Plans - includes medical, dental, vision, life insurance, retiree h&w, long-term sick $1,731,994 $5,179 -$2,477 $0 leave, cash option
0.30% -0.14% 0.00% 5 Total Compensation - Add Items 1 through 4 to $6,888,803 $134,539 -$57,524 $0 equal 5 1.95% -0.84% 0.00% 6 Step and Column - Due to movement plus any changes due to settlement. 2018-19, 2019-20 and 2020-21 step and column increases have already $34,086 $0 $419 $212 been included in the multi-year projection. This is a subset of Item No. 1
7 Total Number of Represented Employees (Use FTEs if appropriate) 141.59 141.59 141.59 141.59 8 Total Compensation Average Cost per Employee $48,652 $950 -$406 $0
1.95% -0.84% 0.00% 9 Total Salary Compensation $4,044,239 $111,807 -$53,939 $0
Total Salary Compensation % 2.76% -1.33% 0.00%
Page 24 of 31 October 23, 2018 San Juan Unified School District A. Proposed Change in Compensation for Cafeteria Fund Page 6 (Other Funds Section)
Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
Certificated & Classified, Board Contracts FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also reported $4,044,239 $38,699 $19,169 $0 separately in Item 6) Classified Salaries - Object 2xxx $4,044,239 Salary Increase Certificated Salaries - Object 2xxx Salary Increase 1.6% - Classified - Object 2xxx $38,699 $19,169 Other - Classified Salaries - Object 2xxx - 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, Differential, Callback or Standby Pay, etc $0 $73,108 ($73,108) $0 One Time Payment 2% - Other Classified Salaries - Object 2xxx $73,108 -$73,108
3 Statutory Benefit - Certificated Rates Statutory Benefit - Classified Rates 27.510% 27.510% 30.25% 32.95% Statutory Benefits - STRS, PERS, FICA, WC, UI, Medicare, etc. (Retiree H&W & Long-term Sick Leave included in section 4) $1,112,570 $17,553 -$1,108 $0
Classified payroll costs $1,112,570 Salary Increase - Certificated payroll costs Salary Increase 1.6% - Classified payroll costs $10,646 $5,799 One Time Payment - Certificated payroll costs One Time Payment - other Classified payroll costs $6,907 ($6,907)
4 Health/Welfare Plans - medical, dental, vision, life insurance, retiree h&w, lt sick leave, $1,731,994 $5,179 -$2,477 $0 cash option (obj 340x, 395x, 37xx, 396x, 391x)
Medical/Dental/VSP - Object 340x $1,537,076 Life Insurance - Object 395x $7,670
Retiree H&W & Long-term Sick Leave - * See below for rates $187,248 $5,179 -$2,477 Cash Option - Object 391x $0
5 Total Compensation - Add Items 1 through 4 to equal 5 $6,888,803 $134,539 -$57,524 $0
6 Step and Column - Related to movement plus any changes due to settlement. This is a subset of Item No. 1 $34,086 $0 $419 $212
FTE - Using Sep 11, 2018 FTE for cost prior to proposed agreements. Years 1 - 3 have changes only due to the proposed agreements. 141.59 141.59 141.59 141.59
* Rates: FY 2018-19 FY 2018-19 FY 2019-20 FY 2020-21 Retiree H&W & Long-term Leave Rates - Classified 4.63% 4.63% 4.75% 4.75% Health & Welfare 7.75% 7.75% Step & Column - Certificated Step & Column - Classified 0.85% 0.85% 0.85%
Page 25 of 31 October 23, 2018 San Juan Unified School District H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Page 7 (Other Funds Section) Cafeteria Fund - Untrestricted & Restricted
Enter Bargaining Unit/Group: CSEA Column 1 Column 2 Column 3 Column 4 Certificated & Classified, Other Revisions, including Board Contracts proposed budget revision FY 2018-19 Budget Act FY 2018-19 09/11/2018 Board Proposed Budget after Approved adjustments REVENUES LCFF Sources (8010-8099)$ - $ - $ -
Remaining Revenues (8100-8799) $ 16,836,703 $ - $ 16,836,703
TOTAL REVENUES $ 16,836,703 $ - $ - $ 16,836,703 EXPENDITURES Certificated Salaries (1000-1999) $ - $ - $ -
Classified Salaries (2000-2999) $ 4,973,258 $ 111,807 $ 28,300 $ 5,113,365
Employee Benefits (3000-3999) $ 3,085,667 $ 22,732 $ 5,753 $ 3,114,152
Books and Supplies (4000-4999) $ 7,291,135 $ - $ 7,291,135
Services, Other Operating Expenses (5000-5999) $ 816,726 $ - $ 816,726
Capital Outlay (6000-6999) $ - $ -
Other Outgo (7100-7299) (7400-7499) $ - $ - $ -
Direct Support/Indirect Cost (7300-7399) $ 693,555 $ - $ 693,555
Other Adjustments $ - $ - $ -
TOTAL EXPENDITURES $ 16,860,341 $ 134,539 $ 34,053 $ 17,028,933
OPERATING SURPLUS (DEFICIT) $ (23,638) $ (134,539) $ (34,053) $ (192,230)
TRANSFERS IN & OTHER SOURCES (8910-8979) $ - $ -
TRANSFERS OUT & OTHER USES (7610-7699) $ 21,526 $ - $ 21,526
CONTRIBUTIONS (8980-8999) $ - $ -
CURRENT YEAR INCREASE (DECREASE) IN FUND $ (45,164) $ (134,539) $ (34,053) $ (213,756) BALANCE
BEGINNING BALANCE $ 2,673,257 $ 2,673,257
Prior-Year Adjustments/Restatements (9793/9795) $ - $ -
CURRENT-YEAR ENDING BALANCE $ 2,628,093 $ 2,459,501
COMPONENTS OF ENDING BALANCE: $ -
Nonspendable $ 203,242 $ 203,242
Restricted $ 2,424,851 $ - $ - $ 2,256,259
Reserved for Economic Uncertainties (9770) $ - $ - $ -
Committed $ - $ - $ -
Assigned $ - $ - $ -
Unappropriated Amounts (9790) $ - $ - $ - $ -
Page 26 of 31 October 23, 2018 San Juan Unified School District I. IMPACT OF PROPOSED AGREEMENT ON SUBSEQUENT YEARS Page 12 (Other Funds Section) Cafeteria Fund
Enter Bargaining Unit/Group: CSEA FY 2018-19 FY 2019-20 FY 2020-21 FY 2018-19 Certificated & Classified, Board Second Subsequent Year Proposed Budget after adjustments Contracts
REVENUES LCFF Sources (8010-8099) $ - $ - $ -
Remaining Revenues (8100-8799) $ 16,836,703 $17,128,565 $17,445,952 TOTAL REVENUES $ 16,836,703 $ 17,128,565 $ 17,445,952 EXPENDITURES Certificated Salaries (1000-1999) $ - $ - Classified Salaries (2000-2999) $ 5,113,365 $ 5,085,560 $ 5,125,664 Employee Benefits (3000-3999) $ 3,114,152 $ 3,134,346 $ 3,159,229 Books and Supplies (4000-4999) $ 7,291,135 $ 7,477,071 $ 7,696,603 Services, Other Operating Expenses (5000-5999) $ 816,726 $ 924,558 $ 951,740 Capital Outlay (6000-6999) $ - $ - $ - Other Outgo (7100-7299) (7400-7499) $ - $ - $ - Direct Support/Indirect Cost (7300-7399) $ 693,555 $ 708,924 $ 722,296 Other Adjustments $ - TOTAL EXPENDITURES $ 17,028,933 $ 17,330,459 $ 17,655,532 OPERATING SURPLUS (DEFICIT) $ (192,230) $ (201,894) $ (209,580) TRANSFERS IN & OTHER SOURCES (8910-8979) $ - $ - TRANSFERS OUT & OTHER USES (7610-7699) $ 21,526 $ 21,526 $ 21,526
CONTRIBUTIONS (8980-8999) $ - $ - $ - CURRENT YEAR INCREASE (DECREASE) IN FUND $ (213,756) $ (223,420) $ (231,106) BALANCE
BEGINNING BALANCE $ 2,673,257 $ 2,459,501 $ 2,236,081 CURRENT-YEAR ENDING BALANCE $ 2,459,501 $ 2,236,081 $ 2,004,975 COMPONENTS OF ENDING BALANCE:
Nonspendable $ 203,242
Restricted $ 2,256,259 $ 2,236,081 $ 2,004,975 Reserved for Economic Uncertainties $ - Committed $ - Assigned $ - Reserve for Economic Uncertainties Percentage 0.00% 0.00% 0.00%
Page 27 of 31 October 23, 2018 San Juan Unified School District SACRAMENTO COUNTY OFFICE OF EDUCATION PUBLIC DISCLOSURE OF COLLECTIVE BARGAINING AGREEMENT In Accordance with AB 1200 (Chapter 1213/1991), GC 3547.5, and CCR, Title V, Section 15449
San Juan Unified School District - Deferred Maintenance, Building, Capital Name of School District: Facilities, Spec. Reserve Fund (Capital Outlay Proj) and Self Insurance Funds
Name of Bargaining Units: CSEA Certificated, Classified, Other: Classified The proposed agreements cover the period beginning: July 1, 2018 and ending: June 30, 2020 or later (date) (date) The Governing Board will act upon the proposed agreement(s) on: October 23, 2018 (date) Note: This form, along with a copy of the proposed agreement, must be submitted to the County Office at least ten (10) working days prior to the date the Governing Board will take action. This form must also be available to the public at least ten (10) working days prior to the date the governing board will take action on the proposed bargaining agreements.
A. Proposed Change in Compensation Page 8 (Other Funds Section) Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
FY 2018-19 Budget Act 09/11/2018 Board Approved FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also $2,295,426 $18,346 $9,088 $0 reported separately in Item 6) 0.80% 0.40% 0.00% 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, $0 $34,659 -$34,659 $0 Differential, Callback or Standby Pay, etc. 0.00% 0.00% 0.00% Description of other compensation
3 Statutory Benefits - STRS, PERS, FICA WC, UI, Medicare, etc. (retiree h&w and long-term $631,472 $8,322 -$525 $0 sick leave included in section 4) 1.32% -0.08% 0.00% 4 Health/Welfare Plans - includes medical, dental, vision, life insurance, retiree h&w, long-term sick $513,546 $2,454 -$1,175 $0 leave, cash option 0.48% -0.23% 0.00% 5 Total Compensation - Add Items 1 through 4 to $3,440,444 $63,781 -$27,271 $0 equal 5 1.85% -0.79% 0.00% 6 Step and Column - Due to movement plus any changes due to settlement. 2018-19, 2019-20 and 2020-21 step and column increases have $19,347 $0 $199 $101 already been included in the multi-year projection. This is a subset of Item No. 1
7 Total Number of Represented Employees (Use FTEs if appropriate) 15.30 15.30 15.30 15.30 8 Total Compensation Average Cost per Employee $224,866 $4,169 -$1,782 $0
1.85% -0.79% 0.00% 9 Total Salary Compensation $2,295,426 $53,005 -$25,571 $0
Total Salary Compensation % 2.31% -1.11% 0.00%
Page 28 of 31 October 23, 2018 San Juan Unified School District A. Proposed Change in Compensation for : Deferred Maintenance, Building, Capital Facilities Page 9 (Other Funds Section) Spec Reserve Fund (Capital Outlay Proj) and Self Insurance Funds
Compensation Annual Fiscal Impact of Proposed Agreement Cost Prior to Year 1 Year 2 Year 3 Proposed Agreement Increase (Decrease) Increase (Decrease) Increase (Decrease)
Certificated & Classified, Board Contracts FY 2018-19 FY 2019-20 FY 2020-21 1 Salary Schedule (This is to include Step and Columns, which is also reported separately in Item $2,295,426 $18,346 $9,088 $0 6) Certificated Salaries - Object 1xxx $0 Classified Salaries - Object 2xxx $2,295,426
Salary Increase Certificated Salaries SJTA Only 1.8% - Object 1xxx $0 $0 Salary Increase Classified Salaries 1.6% - Object 2xxx $18,346 $9,088 Other -Certificated Salaries - Object 1xxx $0 Other - Classified Salaries - Object 2xxx $0 2 Other Compensation Stipends, Bonuses, Longevity, Overtime, Differential, Callback or Standby Pay, $0 $34,659 -$34,659 $0 etc.
One-Time Payment-Certificated Salaries-Object 1xxx $0 $0 One-Time PaymentClassified Salaries-Object 2xxx $34,659 -$34,659
3 Statutory Benefits - STRS, PERS, FICA, WC, UI, Medicare, etc. (Retiree H&W $631,472 $8,322 -$525 $0 & Long-term Sick Leave included in section 4) Certificated Payroll costs $0
Classified Payroll costs $631,472 Salary Increase - Certificated payroll costs $0 $0 Salary Increase - Classified payroll costs $5,047 $2,749 One Time Payment-Certificated payroll costs $0 $0 One Time Payment-Classified payroll costs $3,275 -$3,275 Other-Certificated payroll costs $0 Other-Classified payroll costs $0 $0
4 Health/Welfare Plans - medical, dental, vision, life insurance, retiree h&w, lt sick leave, cash option (obj 340x, 395x, 37xx, 396x, 391x) $513,546 $2,454 -$1,175 $0
Medical/Dental/VSP - Object 340x $406,077 Life Insurance - Object 395x $1,191
Retiree H&W & Long-term Sick Leave - * See below for rates $106,278 $2,454 -$1,175 $0
Cash Option - Object 391x $0
5 Total Compensation - Add Items 1 through 4 to equal 5 $3,440,444 $63,781 -$27,271 $0 6 Step and Column - Related to movement plus any changes due to settlement. This is a subset of Item No. 1 $19,347 $199 $101
FTE - Using Sep 11, 2018 FTE for cost prior to proposed agreements. Years 1 - 3 have changes only due to the proposed agreements. 15.30 15.30 15.30 15.30
* Rates: FY 2018-19 FY 2018-19 FY 2019-20 FY 2020-21 Retiree H&W & Long-term Leave Rates - Certificated 2.05% 2.05% 2.20% 2.20% Retiree H&W & Long-term Leave Rates - Classified 4.63% 4.63% 4.75% 4.75% Health & Welfare 7.75% 7.75% Step & Column - Certificated 0.55% 0.70% 0.70% Step & Column - Classified 0.85% 0.85% 0.85%
Page 29 of 31 October 23, 2018 San Juan Unified School District H. IMPACT OF PROPOSED AGREEMENT ON CURRENT YEAR OPERATING BUDGET Page 10 (Other Funds Section) Deferred Maintenance, Building, Capital Facilities Spec Reserve Fund (Capital Outlay Proj) and Self Insurance Funds
Enter Bargaining Unit/Group: CSEA Column 1 Column 2 Column 3 Column 4
FY 2018-19 FY 2018-19 Certificated & Classified, Other Revisions, including Budget Act Proposed Budget after Board Contracts proposed budget revision 09/11/2018 Board adjustments Approved REVENUES LCFF Sources (8010-8099) $ - $ -
Remaining Revenues (8100-8799)$ 24,005,369 $ - $ 24,005,369
TOTAL REVENUES$ 24,005,369 $ - $ - $ 24,005,369 EXPENDITURES Certificated Salaries (1000-1999)$ 1,580,004 $ - $ 52,712 $ 1,632,716
Classified Salaries (2000-2999)$ 2,972,469 $ 53,005 $ 21,955 $ 3,047,429
Employee Benefits (3000-3999)$ 1,906,304 $ 10,776 $ 15,957 $ 1,933,037
Books and Supplies (4000-4999)$ 114,978 $ - $ 114,978
Services, Other Operating Expenses (5000-5999)$ 20,039,506 $ - $ 20,039,506
Capital Outlay (6000-6999)$ 83,786,985 $ - $ 83,786,985
Other Outgo (7100-7299) (7400-7499)$ 4,890,400 $ - $ 4,890,400
Direct Support/Indirect Cost (7300-7399)$ - $ - $ -
Other Adjustments$ - $ - $ -
TOTAL EXPENDITURES$ 115,290,646 $ 63,781 $ 90,624 $ 115,445,051
OPERATING SURPLUS (DEFICIT)$ (91,285,277) $ (63,781) $ (90,624) $ (91,439,682) TRANSFERS IN & OTHER SOURCES (8910-8979)$ 91,567,167 $ - $ 91,567,167 TRANSFERS OUT & OTHER USES (7610-7699)$ - $ - $ - CONTRIBUTIONS (8980-8999)$ - $ - $ -
CURRENT YEAR INCREASE (DECREASE) IN FUND $ 281,890 $ (63,781) $ (90,624) $ 127,485 BALANCE
BEGINNING BALANCE$ 142,643,634 $ 142,643,634
Prior-Year Adjustments/Restatements (9793/9795)
CURRENT-YEAR ENDING BALANCE$ 142,925,524 $ 142,771,119
COMPONENTS OF ENDING BALANCE:
Nonspendable
Restricted$ 121,184,307 $ (63,781) $ (90,624) $ 121,029,902
Reserved for Economic Uncertainties (9770)$ - $ -
Committed$ - $ -
Assigned $ 735,281 $ 735,281
Restricted Net Position $ 20,061,252 $ - $ 20,061,252
Unappropriated Amounts/Net Position (9790) $ 944,684 $ 944,684
Page 30 of 31 October 23, 2018 San Juan Unified School District I. IMPACT OF PROPOSED AGREEMENT ON SUBSEQUENT YEARS Page 12 (Other Funds Section) Deferred Maintenance, Building, Capital Facilities Spec Reserve Fund (Capital Outlay Proj) and Self Insurance Funds
Enter Bargaining Unit/Group: CSEA FY 2018-19 FY 2019-20 FY 2020-21 FY 2018-19 Certificated & Classified, Board Second Subsequent Year Proposed Budget after adjustments Contracts
REVENUES LCFF Sources (8010-8099) $ - $ - $ -
Remaining Revenues (8100-8799) $ 24,005,369 $ 22,975,014 $ 23,214,999 TOTAL REVENUES $ 24,005,369 $ 22,975,014 $ 23,214,999 EXPENDITURES Certificated Salaries (1000-1999) $ 1,632,716 $ 1,621,695 $ 1,630,433 Classified Salaries (2000-2999) $ 3,047,429 $ 2,622,882 $2,644,707 Employee Benefits (3000-3999) $ 1,933,037 $ 1,888,612 $1,902,680 Books and Supplies (4000-4999) $ 114,978 $ 21,344 $21,344 Services, Other Operating Expenses (5000-5999) $ 20,039,506 $ 19,975,380 $20,845,610 Capital Outlay (6000-6999) $ 83,786,985 $ 55,120,472 $56,701,496 Other Outgo (7100-7299) (7400-7499) $ 4,890,400 $ 127,564 Direct Support/Indirect Cost (7300-7399) $ - Other Adjustments $ - TOTAL EXPENDITURES $ 115,445,051 $ 81,377,949 $ 83,746,270 OPERATING SURPLUS (DEFICIT) $ (91,439,682) $ (58,402,935) $ (60,531,271) TRANSFERS IN & OTHER SOURCES (8910-8979) $ 91,567,167 $ 91,567,167 $ 91,567,167 TRANSFERS OUT & OTHER USES (7610-7699) $ - CONTRIBUTIONS (8980-8999) $ - $ - $ - CURRENT YEAR INCREASE (DECREASE) IN FUND $ 127,485 $ 33,164,232 $ 31,035,896 BALANCE
BEGINNING BALANCE $ 142,643,634 $ 142,771,119 $ 175,935,351 CURRENT-YEAR ENDING BALANCE $ 142,771,119 $ 175,935,351 $ 206,971,247 COMPONENTS OF ENDING BALANCE: Nonspendable $ - Restricted $ 121,029,902 $ 154,929,415 $ 185,965,311 Reserved for Economic Uncertainties $ - Committed $ - Assigned $ 735,281 Restricted Net Position $ 20,061,252 $ 20,061,252 $ 20,061,252 Unappropriated Amounts/Net Position (9790) $ 944,684 $ 944,684 $ 944,684 Reserve for Economic Uncertainties Percentage 0.00% 0.00% 0.00%
San Juan Unified School District Page 31 of 31 October 23, 2018 I 10/09/2018
SAN JUAN UNIFIED SCHOOL DISTRICT TENTATIVE BOARD AGENDA ITEMS 2018-2019
OCTOBER 23 Recognition – School Psychology Awareness Week (Nov. 12-16) – A Calvin Safe Schools Update – R Allen ELPAC Test Results – R O’Neil Outreach and Awareness Campaign – R Allen Tentative Agreement: CSEA [Discussed 10/09/18] – A Shoemake Assignment of Teachers Outside Regular Base Credential – A Oropallo
NOVEMBER 13 Board reception honoring outgoing board members (before board meeting) 2018 Capital Improvement Projects Update – R Camarda System of Professional Growth Update – R Messer Set Annual Organizational Meeting – A Board
NOVEMBER 27 (canceled)
DECEMBER 11 Board Reception/Swearing-In (before board meeting) Annual Organizational Meeting – A Board Accountability Dashboard – R O’Neil 2017-2018 Audit Report – A Stephens 2018-2019 First Interim & Budget/Financial Status Report – A Stephens *2018-19 Single Plan for Student Achievement (SPSA) for all sites – A Calvin
DECEMBER 25 (canceled)
JANUARY 8 WORKSHOP: Brown Act/Board Roles and Responsibilities/Governance Handbook – D Kern English Language Update – R Calvin Legislative Updates for 2019 – R Allen Annual Policy Review – D Simlick BP 3430 Investing and Debt Management BP 5116.1 Open Enrollment BP 6145 Extra Curricular BP 6020 Parent Involvement Williams Complaint – R Simlick Governance Handbook Annual Update – D/A Board
JANUARY 22 Recognition – 2019 Classified Employees of the Year – A Oropallo Recognition – National School Counseling Week (Feb 3-9) – A Messer Equity Update – R Calvin *Annual Policy Review [Discussed: 01/08/19] – A Simlick BP 3430 Investing and Debt Management BP 5116.1 Open Enrollment BP 6145 Extra Curricular BP 6020 Parent Involvement
sc: updated 10/2/2018 12:38 PM FEBRUARY 12 Equal Opportunity Schools (EOS)/Advanced Placement (AP) Update – R Messer 2019 CSBA Delegate Assembly Election – A Board
FEBRUARY 26 LCAP – Mid-Year Report – R O’Neil Variable Term Waivers – A Oropallo Recommendation for Reductions in PKS & Criteria for Tie Break (Certificated TK-12) – D Oropallo Recommendation for Reducing/Discontinuing CCS & Criteria for Tie Break (Certificated ECE) – D Oropallo Notice of Intent to Reduce Classified Positions – D Oropallo *Consolidated Application, Winter Report 2018-19 – A Calvin
MARCH 12 Recognition – Arts Education Month (March) – A O’Neil Resolution: Reductions in PKS & Criteria for Tie Break (Certificated TK-12) [Discussed 02/26/19] – A Oropallo Resolution: Reducing/Eliminating CCS & Criteria for Tie Break (Certificated ECE) [Discussed 02/26/19] – A Oropallo Resolution: Notice of Intent to Reduce Classified Positions [Discussed 02/26/19] – A Oropallo MTSS Update – R Calvin Second Interim Budget Report – R Stephens *Audit Report for Measures J, N, P and S – A Stephens
MARCH 26 Recognition – Week of the Young Child (April 8-12) – A Bassanelli Special Education Update – R Calvin
APRIL 9 Recognition – School Bus Driver’s Appreciation Day (April 24) – A Oropallo Superintendent’s Student Advisory Committee Update – R Kern School Climate: Parent-Staff-Student Voice – R O’Neil New Course Adoptions – D O’Neil Instructional Materials Adoption – D O’Neil Williams Complaint – R Simlick Proposed Board Meeting Dates for 2019-2020 – A Kern
APRIL 23 Recognition – National Nurses Week and National School Nurse Day (May 6-12 & May 8) – A Calvin Recognition – Day of the Teacher (May 9) – A Oropallo Innovative Schools/Dyer-Kelly Elementary School Update – R Bassanelli *New Course Adoptions [Discussed 04/09/19] – A O’Neil *Instructional Materials Adoption [Discussed 04/09/19] – A O’Neil *2019-2020 Lease Amendments: CMP, GCC, GVC, VIE, CCS, AH – A Camarda
MAY 14 Literacy Update – R Bassanelli Hearing Officer’s Recommendation-2019 RIF (if applicable) – A Simlick
MAY 28 Recognition – Classified Employees Week – A Oropallo Recognition – National Science Bowl (if applicable) – A Messer/Shoemake Recognition – Science Olympiad (if applicable) – A Messer/Shoemake Recognition – Academic Decathlon (if applicable) – A Messer Instructional Technology Plan – R Cornelison *2018-2019 Actuarial Report (Workers’ Comp) – A Stephens *2018-2019 Actuarial Report (OPEB) – A Stephens
sc: updated 10/2/2018 12:38 PM JUNE 11 Public Hearing: LCAP – D O’Neil Public Hearing: LCAP/Choices Charter School – D Kern Public Hearing: Presentation of the 2019-2020 Budget – D Stephens Interfund Borrowing of Cash – A Stephens *CIF Superintendent Designation of Representatives 2019-2020 – A Messer
JUNE 25 LCAP [Public Hearing 6/11/19] – A O’Neil LCAP/Choices Charter School [Public Hearing 06/11/19] – A Kern Adoption of the 2019-2020 Budget [Public Hearing 06/11/19] – A Stephens *Consolidated Application, Spring Report 2018-19 – A Calvin
D=discussion; A=action; R=report; PC=public comment; *=consent
sc: updated 10/2/2018 12:38 PM