SCHOOL DISTRICT OF JEFFERSON

JEFFERSON, WISCONSIN

 

MINUTES

FINANCE AND OPERATIONS COMMITTEE

September 14, 2009

 

The Finance and Operations Committee of the Board of Education of the School District of Jefferson met on Monday, September 14, 2009, in the High School Library.  Chairperson Schumacher called the meeting to order at 7:53 p.m. with Committee members Stoner and Schoofs present.

 

Approval of the August 10, 2009 Committee Minutes: Three minor changes were made to the minutes:

*         Page 1, line 26 – “an” changed to “a”

*         Page 3, line 13 and line 17 –

changed from “forward the employment recommendation for….” to “forward the recommendation for employment of ….”

 

A motion to approve the 8/10/09 Finance and Operations Committee as amended as made by Dr. Stoner, seconded by Mrs. Schoofs.  The motion passed on a unanimous voice vote.

 

FINANCE TOPICS:

Building Allocation Discussion: Mrs. Peachey explained that as reductions were determined during the 2009-10 budget development process, building allocations were reduced by 10% in order to meet the anticipated budget deficit.  Now that additional information on the status of the budget is known, there are some funds available to reallocate within the budget ($81,855).  It is requested by the administration that the Board consider reinstating the funds that were reduced from the building allocation budgets.  Reductions were made as follows:

 

East Elementary:                          $8,125

Sullivan Elementary:                     $5,512

West Elementary:                        $7,529

Jefferson Middle School:           $11,136

Jefferson High School:               $20,787

         Total Reductions:          $53,089

 

Building administrators discussed the items that had to be reduced from their budgets in order to meet the reduction, the impact of those reductions, and how any reinstated dollars would be designated.  Some of the items mentioned included furniture (teacher and student desks), books, classroom supplies, SmartBoards, membership dues, ACT practice test fees, tutoring programs, Eagle News postage, building upkeep (paint, etc.), teacher website fees, staff development, student assemblies, sports officials/workers, etc. 

 

Committee discussion followed, with Mrs. Schoofs noting that she cannot justify the spending for assemblies, furniture, painting, etc. She stated that she was in favor of funding the cost of the common assessments separately. 

 

Both Dr. Stoner and Mrs. Schumacher agreed that the use of these funds will affect students directly, and support the restoration of the building allocations. 

 

A motion to approve the reinstatement of funds in the amount of $53,089 for building allocations as recommended and forward for Full Board approval was made by Dr. Stoner, seconded by Mrs. Schumacher.  The motion passed 2-1 with Mrs. Schoofs dissenting.

 

Revenue Limit Exemption for Energy Saving Projects: At the August committee meeting, committee members asked what the impact would be to the proposed tax levy if the district were to pursue the revenue limit exemption for energy saving projects for which the DPI is currently working on guidelines.  Specific projects that may potentially qualify for this exemption are the West Elementary boiler project ($104,652) and Phase II of the West Elementary building automation installation ($31,000).  Additionally, the Sullivan pipe insulation project ($12,000) being considered may also qualify.

 

Mrs. Peachey explained that, based on the current estimate of no change to the district’s equalized value, adding the West boiler project would increase the mill rate by an additional $0.11/thousand and the levy by an additional 1.3%; the West building automation installation would increase the mill rate by an additional $0.03/thousand and the levy by 0.38%.  The Sullivan pipe insulation project would add $0.02 to the mill rate and 0.15% to the levy.

 

Following a brief discussion, committee members agreed that it is not prudent to pursue the revenue limit exemption for energy saving projects at this time. 

 

Adoption of a Resolution Authorizing a Taxable Tax and Revenue Anticipation Promissory Note for Cash Flow Purposes in an Amount Not to Exceed $1,500,000: Mrs. Peachey and Mr. Swartz have met with Mr. Jim Van Lieshout of PremierBank to work out the details of a line of credit being available to the district for those times when it is necessary to cover cash flow needs.  PremierBank has put together a proposal that includes a 3.5% interest rate and an annual fee of $750.  Information received from the district’s bond counsel, Quarles & Brady, on Cash Flow Borrowing by Wisconsin School Districts as well as the Resolution Authorizing a Taxable Tax and Revenue Anticipation Promissory Note for Cash Flow Purposes in an Amount Not to Exceed $1,500,000 was reviewed.  Approval of the resolution and the forwarding of the same to the full Board are needed in order to proceed.

 

Mrs. Peachey explained two minor language revisions that Quarles and Brady advised.  She also noted that the PremierBank proposal was verbal, and the district will get it in written form prior to any full board approval. 

 

A motion to approve the Resolution Authorizing a Taxable Tax and Revenue Anticipation Promissory Note for Cash Flow Purposes in an Amount Not to Exceed $1,500,000 - with two minor language changes as recommended - and forward for Full Board approval was made by Dr. Stoner, seconded by Mrs. Schoofs.  The motion passed on a unanimous voice vote.

 

2009-10 H.S.E.D. Contract(s) with M.A.T.C.: The High School guidance department has identified five students in need of H.S.E.D. services for the period of August 31 through December 18, 2009.  The anticipated cost for these services is $8,405.40

 

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 Mr. Stoner, seconded by Mrs. Schoofs.  The motion passed on a unanimous voice vote.

 

FACILITY TOPIC(S):

Sullivan Elementary School Pipe Insulation Project Proposal: Over the past several months, it was brought to the district’s attention that the hot water heating piping above the ceiling at Sullivan Elementary School is not insulated.  This causes a great deal of heat to be released into that space and has the potential to cause damage to the computer wiring that is located in the same spaces.  It also causes a tremendous heat loss and an increase in the cooling load.

 

The district has explored the potential of insulating the piping and has received two bids for the project.    The district’s energy manager has also submitted, on the district’s behalf, an application for this project to Focus on Energy.  Focus has approved grant funding of $838 should the Board proceed with the project.

 

Discussion on the timing of this request ensued.  One bid is dated from February, 2009, and this is the first the committee has heard of this issue. 

 

A motion to approve the bid of $12,000 from Insulation Industries Incorporated for the Sullivan Elementary School Pipe Insulation Project as recommended and forward for full Board approval was made by Dr. Stoner, seconded by Mrs. Schumacher.  The motion passed on a unanimous voice vote.

 

OPERATIONS TOPICS:

Resignation(s)

None

 

Employment(s)

None

 

Transportation Request from Out-of-District Resident: Mrs. Peachey explained that the district has received a request for transportation services from a parent who recently moved out of the district but whose children continue to attend St. John’s Lutheran School in Jefferson.  According to the district’s contract with Jefferson Bus Service:  Jefferson Bus Service shall not transport students from other school districts on the bus routes scheduled hereunder, except with the prior written consent of the Board.” 

 

The parent is requesting that her two children be allowed to ride the bus from St. John’s to a stop at the corner of Jackson and West Racine Streets.  There would be no additional mileage involved.  If approved, the parent would enter into a parent contract with Jefferson Bus Service for the service.

 

A motion to approve the transportation request for an out-of-district resident as recommended and forward for full Board approval was made by Mrs. Schoofs, seconded by Dr. Stoner. The motion passed on a unanimous voice vote.

 

Discussion of Possible Topics for Future Meetings

-         Maintenance plan status

 

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

 

ADJOURNMENT: 8:42 p.m.

BOARD OF EDUCATION

Secretary, Pati Fitzgerald