SCHOOL DISTRICT OF JEFFERSON

JEFFERSON, WISCONSIN

 

MINUTES

FINANCE AND OPERATIONS COMMITTEE

January 11, 2010

 

The Finance and Operations Committee of the Board of Education of the School District of Jefferson met on Monday, January 11, 2010, in the High School Library.  Chairperson Schumacher called the meeting to order at 8:05 p.m. with Committee members Stoner and Schoofs present.

 

Approval of the November 9, 2009 Committee Minutes: A motion to approve the 11/09/09 Finance and Operations Committee as presented as made by Dr. Stoner, seconded by Mrs. Schumacher.  The motion passed on a unanimous voice vote.

 

FINANCE TOPICS:

Report on Findings Regarding Inquiry on Area Districts’ Purchasing Policies: Mrs. Peachey explained that the purchasing policies of districts in the Southern Lakes Conference Business Managers’ group were reviewed and compared.  Each district’s policy is considerably different, although a common factor is the requirement of purchase orders and bids for designated purchases.  There was not a common limit as to a dollar amount at which bids are required and, in fact, many of the policies do not delineate a dollar requirement within their policies at all.

 

Committee discussion of this policy included inquiries about the district’s records of previous bids.

 

2010-11 Budget Review: Mrs. Peachey reviewed several components of the 2010-2011 budgeting process.  She emphasized that the budget is in its early stages, and will change going forward.

 

Ø            Proposed Revenues

Ø            Proposed District Projects

           Cost estimates for high school projects would be very helpful for referendum discussion

           No high school roof projects are listed (if referendum fails – the roof is still in need of repair)

           The committee directed Mr. Schroedl to continue seeking contractor bids for parking lot/playground projects.  No independent consultant is necessary.

Ø            Proposed Technology Budget

Ø            Proposed Curriculum Budget

Ø            Staffing Recommendations

           Very preliminary

           May need to re-establish multi-aging grade configuration at Sullivan

 

2009-10 H.S.E.D. Contract(s) with M.A.T.C.: The High School guidance department has identified twelve students in need of H.S.E.D. services for the period of January 11 through May 28, 2010.  The anticipated cost for these services is $21,095.13.

 

A motion to approve the H.S.E.D. contracts with M.A.T.C. as presented and forward for full Board approval was made by Dr. Stoner, seconded by Mrs. Schoofs. The motion passed on a unanimous voice vote.

 

FACILITY TOPICS:

Report on WorkTrakker Pro: WorkTrakker Pro has now been implemented district-wide.  The district is now better able to track and plan for maintenance issues.   Mrs. Peachey noted that these reports can be shared at periodic intervals throughout the year. 

 

Selection of Date for Facilities Walk-Throughs: Mr. Swartz reminded the committee that an annual facilities walk-through is scheduled in order to give a better understanding of the items on project lists.  March 20, 2010 is the only date that all five principals can be in attendance at their buildings.  This date will be discussed at the full board meeting.

 

CESA #10 Energy Managers’ Report: The most recent report from the district’s CESA #10 energy managers showing the very positive results was shared.  In short, the district has experienced energy savings since the beginning of the program of over $112,000 with the net savings to the district in excess of $68,000.

 

Committee members would like to see a chart of gas usage rather than gas costs.

 

High School Facilities Referendum Listening Sessions: Mr. Swartz reminded the committee of the two upcoming listening sessions on the High School Facilities referendum that are scheduled for Wednesday, January 13 and Monday, January 18.  A flyer has been sent home to all families in the elementary and middle schools.  This document has also been sent via email through the AlertNow System.

 

Mr. Swartz stated that attendees at the listening sessions will receive the following handouts:

 

·        Site Plan

·        First Floor Plan

·        Second Floor Plan

·        Tax Impact Summary of Example 2010 Referendum Financing Plan

·        Project Options - Costing Sheet

·        Project Descriptions Sheet

 

OPERATIONS TOPICS:

Resignation(s)

None

 

Employment(s)

None

 

Review of 2009-10 Fall Transportation Surveys: The results of the 2009-10 fall transportation surveys were reviewed.  The final piece of the surveys will be done via the spring telephone survey.  The results have been shared with Jefferson Bus Service.

 

Discussion included method of survey distribution at the elementary schools.   

 

Discussion of Possible Topics for Future Meetings: 

Middle School HVAC

 

A motion to adjourn was made by Dr. Stoner, seconded by Mrs. Schoofs.  The motion passed on a voice vote.

 

ADJOURNMENT: 9:33 p.m.

BOARD OF EDUCATION

Secretary, Pati Fitzgerald