Tuesday, June 30, 2009

SHUSD Legal Fees 2005 through 2009

We have received the FYE 2005 and 2006 information and it is astonishing how much more in legal fees the district is now incurring:

· 2005 - $51,956 ($0 on special ed)

· 2006 - $102,863 ($5,476 on special ed)

· 2007 - $240,464 ($12,883 on special ed)

· 2008 - 353,487 ($178,742 on special ed) and


2009 - through April 29, 2009 for the FYE June 30, 2009 $255,39

($116,597 on special ed).

Dr. Rob Haley took over special ed the beginning of the 2008 FYE.

Friday, June 26, 2009

TRUSTEES TO APPROVE PARS RETROACTIVELY AT SPECIAL BOARD MEETING, MONDAY, JUNE 29 AT 6:30

The SHUSD School Board has scheduled a special meeting for Monday, June
29th, at 6:30 p.m. to discuss the PARS retirement plan for Allan Gordon
and Jim Zoll. Specifically, the Board intends to retroactively ratify
all of the actions taken by the Board and Allan Gordon to include Allan
Gordon and Jim Zoll in the PARS retirement plan and award them almost
$350,000 in benefits. The Board is taking this action despite the
serious conflict of interest issues presented to them by concerned
parents.
IT IS IMPERATIVE THAT PEOPLE ATTEND THIS BOARD MEETING
AND TELL THE BOARD THAT THEY NEED TO INVESTIGATE
ALLAN GORDON'S CONFLICT OF
INTEREST REGARDING THE
PARS PLAN AND THAT THEY SHOULD NOT RATIFY
PREVIOUS
ACTIONS, THE LEGALITY OF WHICH ARE IN DISPUTE.

Thursday, June 25, 2009

Contractual Conflict of Interest And Ethics Orientaion For State Officials

Copied From the Website of the Office of the Attorney General : (http://ag.ca.gov/ethics/accessible/contract.php)

Following is a list of topics we’ll cover in this lesson.

  • What does Government Code section 1090 prohibit?
  • Contract requirement
  • Most officials covered
  • Participation in the making of a contract
  • Financial interest broadly defined
  • Timing is crucial
  • Harsh penalties and remedies

Here’s Jessica Carrington speaking with Dennis Lowery, the ethics officer for her agency. Follow along to learn more about Government Code section 1090.

Jessica: “Hi Dennis, as the ethics officer for our department, I have a question for you. Although the Political Reform Act covers a lot of ground, apparently, it is not the only conflict of interest law in this state. I’ve heard something about section 1090. What does it cover?”

Dennis: “Well Jessica, section 1090 deals specifically with conflicts of interest in the contract-making process. It does not supplant the Political Reform Act, but acts in tandem with it. Here’s what it does. It provides that an officer or employee may not make a contract in which he or she is financially interested.”

Jessica: “Does that mean a public official cannot be involved with such a contract process at all?”

Dennis: “That’s right. Any participation by an officer or an employee in the process by which such a contract is developed, negotiated and executed is a violation of section 1090. Also, there are situations where a board member’s participation is attributed even where the board member does not actually participate.”

Jessica: “Now let me make sure that I am following you. Did you say that section 1090 applies only to contracts or does it apply to other types of governmental action?”

Dennis: “For the prohibition of section 1090 to apply, there must be a contract. Section 1090 does not apply to other types of governmental action such as adopting regulations, issuing permits or licenses, conducting investigations or issuing reports.”

Jessica: “Does section 1090 apply only to written contracts?”

Dennis: “No. In addition to written contracts, section 1090 applies to all contracts, including oral contracts and purchases made outside the formal contract process.”

Jessica: “What about grants? Are grants considered separately from contracts?”

Dennis: “No. Jessica, grants generally qualify as contracts for purposes of section 1090.”

Jessica: “What happens if I discover that I have a conflict of interest under section 1090 at some point in the contract-making process.”

Dennis: “You’d want to discontinue the contract process at once. Fortunately, if a contract in which an officer or employee has a financial interest is not ultimately executed, no violation exists.”

Jessica: “Thank you, Dennis, for helping me understand a little bit about section 1090.”

Let’s Review

The Department of Technology is considering adopting regulations that would restrict access to the Internet, and thereby adversely affect stocks owned by the director. Does section 1090 apply? Yes or No.

  • Answer: No. Section 1090 does not apply to regulations. Section 1090 pertains only to contracts.

The prohibition of section 1090 applies to virtually all state and local officers, employees and multi-member bodies, such as boards or commissions, whether elected or appointed, at both the state and local levels.


General Rule

An official participates in the making of a contract if the official is involved with its preparation at any stage in the process. The contract-making process begins at the time the idea for the contract is conceived and continues through the actual execution of the contract. That means that planning, determining the scope of the contract, drafting plans and specifications, setting contract terms, evaluating applicants, and negotiating are all included.

Under the general rule, officials may avoid a violation of section 1090 by disqualifying themselves from participation in the making of the contract whenever they have a financial interest in the contract. There are limited exceptions to the general rule that are strictly interpreted.

The Rule as Applied to Multi-member Bodies

Members of bodies with contracting power are conclusively presumed to participate in the making of all contracts under the body’s jurisdiction.

If a member of a multi-member body with contracting power has a financial interest in a contract, section 1090 generally provides that the contract cannot be made even if the member has disqualified himself or herself from actually participating in the contract.

The law does provide several limited exceptions that will permit a financially interested board member to disqualify himself or herself and allow the remaining members of the body to enter into the contract.

These exceptions are termed “remote interest exceptions.” They are quite limited and are strictly interpreted.

Let’s Review

Armando is an employee in the Network Technology Division of the department. He discussed with his supervisor recent problems encountered by the department and the benefits of contracting with a private vendor for certain services. Subsequently, the department approved the Network Technology Division’s proposal to solicit bids from vendors for the performance of such services. Did Armando’s conversation with his supervisor constitute “participating in the making of a contract” according to section 1090? Yes or No.

  • Answer: Yes. Armando participated in the early idea development and reasoning stages of the contract-making process.

Financial Interest Broadly Defined

Section 1090 does not define when an official is financially interested in a contract. However, the courts have applied the prohibition to include a broad range of interests.

The courts have continually reiterated that no matter how twisted and winding the trail may be, if the connection between the financial interest of the official and the contract can be made, a violation of section 1090 will be found.

Under section 1090, financial interests are often defined in terms of relationships. For example, if you have an employment relationship with the person or entity that seeks to contract with your agency, you are deemed to have a financial interest in the contract. Other examples are listed below.

  • Attorney, agent or broker of a contracting party;
  • Supplier of services or goods to a contracting party;
  • Landlord or tenant of a contracting party; and
  • Officer or employee of a nonprofit corporation that is a contracting party.

The official’s interest also includes the community property and separate property interests of the official’s spouse.

Let’s Review

TRUE or FALSE: Under section 1090, the term “financial interest” is specifically defined in statutes and regulations.

  • Answer: False. The term “financial interest” is not defined in section 1090 or in regulations, but rather has been given broad construction by court decisions.

TRUE or FALSE: The separate property of an official’s spouse is not a financial interest under section 1090.

  • Answer: False. The separate property of an official’s spouse is a financial interest under section 1090.

As you know by now, section 1090 prohibits officials with financial interests from making contracts in their official capacity. If a person has previously entered into a contract with the state prior to appointment or employment with a government agency, the contract is unaffected by section 1090. However, section 1090 would apply to any modification, option, renewal or extension of the contract.


Harsh Penalties and Remedies

Any contract made in violation of section 1090 is void and cannot be enforced. An official who commits a violation of section 1090 is subject to criminal, civil and administrative sanctions.

A person convicted of violating section 1090 is also forever disqualified from holding any office in this state.

Thomson v. Call

A city council member had sold a parcel of land to a third party, which in turn re-sold the property to the city. Despite the fact that the council member had abstained from the council vote that authorized the city’s acquisition of the property, and had acted throughout in good faith, the California Supreme Court concluded that he had violated section 1090.

As a sanction, the Court required the council member to forfeit the entire sales price of $258,000, while the city was permitted to retain the property. Thus, where section 1090 is violated, the government can get its money back without having to restore any of the benefits received under the contract.

The fact that the contract is fair, or even highly advantageous to the government, is irrelevant.

People v. Honig

The State Superintendent of Public Instruction was found guilty of violating section 1090 by entering into official contracts in which he had a financial interest. Superintendent Honig was criminally convicted of this offense, and eventually was required to relinquish his public office as a result.

Let’s Review

Violation of section 1090 can lead to which of the following? Select all that apply. There may be more than one correct answer.

  1. Avoid contract
  2. State retains benefit; any payment received must be returned
  3. Felony conviction
  4. Permanent loss of office in California
  • Answer: a, b, c, and d. All of the above answers are correct.

Remember These Points

Remember that section 1090 applies to contracts. Following is a list of important points to remember about section 1090.

  • Participation at any stage of the process counts
  • Financial interests broadly defined
  • Violation voids contract, but government keeps the benefits
  • Felony and permanent ban from holding office
Copied From the Website of the Office of the Attorney General : (http://ag.ca.gov/ethics/accessible/contract.php)

Wednesday, June 24, 2009

Don't Be Fooled Or Distracted: Focus To Remain On The Facts

Dear Community Members:

Over the course of the last week, we have been subjected to ridiculous personal attacks and the false accusations by two members of our school board, Cindy Warren and Cynthia Lane, and the husband of a school board member, Jeff Warren. Up until now, we have refrained from addressing these attacks because, first and foremost, THEY HAVE NO MERIT. However, due to the fact that the Warrens have engaged in a barrage of public statements which are meant to defame and discredit us, and are based on nothing more than the desire to distract our community from the real issues at hand, we now feel the need to respond to these outrageous and completely baseless allegations. Therefore, we are now providing the facts of what actually took place last week regarding our meeting at the Warrens’ house. The facts are as follows:

About two weeks ago, we discovered some troubling information about the PARS retirement plan offered to Superintendent Gordon and Jim Zoll. Specifically, we discovered that the Board neither publicly discussed nor properly authorized their inclusion into the PARS plan (potential Brown Act violation), that the Board failed to provide an accurate analysis of the cost of adding Gordon and Zoll to the plan (their inclusion decreased the total savings to the district), and that, according to California law, the PARS plan for Gordon and Zoll may be void since Gordon would financially benefit from the very plan that he negotiated and signed. Because of this, there are serious questions as to whether Gordon and Zoll are entitled to their combined $327,727 retirement benefit.

We requested a copy of the PARS plan from the school district numerous (at least 8) times over several weeks and were refused. It was not until we requested the PARS plan in a meeting on June 15th with several other individuals, including Cindy Warren and Cynthia Lane, that the district finally gave us a copy. We spent countless hours researching and investigating every aspect of this situation. It was critical to us that we come forward with this information only if we were certain that our statements were factually and legally correct. We came to the conclusion that our suspicions were valid and our legal position was solid. We then decided to do what we thought was the right thing: share this information with the school board members. We thought that they needed to know this information and we felt that blind siding them at the public meeting the following day would be wrong.

When we made the decision to meet with the board members, we realized that we could only meet with 2 at a time under the provisions of the Brown Act. We decided to contact them and set up a meeting in a neutral, private place. We did not think that it would be wise to go over our findings in a crowded coffee shop in a small town. When Cindy Warren said she was not comfortable with our meeting place, Kevin Alfaro suggested her house and she agreed.

Soon after our meeting with Cindy Warren and Cynthia Lane began, Jeff Warren walked in and joined us. We sat down with the three of them and went through the memo that we had prepared setting forth what we had discovered about the PARS plan. We were professional and calm in our delivery of this information. At the end of the memo, we listed 4 requests of the board, one of which was that they resign due to their lack of oversight in this matter. After we finished reading the memo with them, we all discussed some of the details regarding the financial data in the memo and we asked them whether they had obtained a legal opinion regarding including Gordon and Zoll in the PARS plan. We also clearly and in no uncertain terms explained that we would be making this information public, but that we wanted to give them a heads up about it and discuss it with them as a courtesy. Cindy Warren at one point made a statement that “WHY SHOULD WE RESIGN IF THIS IS GOING TO COME OUT ANYWAY?” At another point, Cynthia Lane stated “IF WE RESIGN, THEN YOU WON’T TAKE THIS TO THE DA?” To which we responded “WE ARE DEFINITELY TAKING THIS TO THE DA. IT’S COMING OUT.” The memo itself states that a copy will be sent to the DA, the newspapers, and various other public officials. This was always our intention.

Cynthia Lane, Cindy Warren and Jeff Warren have publicly claimed that they were intimidated, threatened and extorted at this meeting. We never made any threats or intimidated anyone during this meeting. If anyone in the room felt intimidated or threatened by us then why, after we finished our discussion, were we brought into their library to look at family photos?

These allegations were made to distract our community from the issues that we raised in our thoroughly documented and researched memo. It was a political maneuver with no basis in truth. What is particularly disturbing about these allegations is their intended affect on our community. A group of concerned parents went to these board members with troubling information they discovered regarding the board's implementation of the PARS retirement plan. Instead of addressing these concerns, these board members made baseless criminal allegations against us and used the regular board meeting to discredit and falsely accuse us of wrongdoing. Their inexcusable actions will now have a chilling effect on the First Amendment freedom of speech rights of our entire community. Who will be brave enough to speak out to these elected officials with the threat of criminal retaliation looming overhead? Freedom of speech is one of our most basic constitutional rights. This attack on that right should be alarming to everyone.

It is disappointing to us that Cindy & Jeff Warren and Cynthia Lane have turned to these mean spirited personal attacks, but you can be certain we will not do the same. We intend to continue to focus on solely the issues. We will not desert our high ethical and moral standards as we continue to uphold the truth.

If you would like to review a copy of our memo on the PARS plan, you can find it on our blog: citizensforqualityed.blogspot.com We also would encourage you to review the Office of the Attorney General's website on this point. http://ag.ca.gov/ethics/accessible/contract.php. This link will take you to the Ethics Orientation for State Officials which provides a practical explanation of the law with examples.

Kevin Alfaro
Jeanne DeVincenzi
Sharon Harris
Kathy Zelazny

Tuesday, June 23, 2009

PARS Memo of June 18, 2009

MEMORANDUM

To: Ines DeLuna, Carolyn Martini, Cindy Warren, Cynthia Lane,
St. Helena Unified School District Board of Trustees

Cc: Superintendent Allan Gordon
Assistant Superintendent Robert Haley
County Superintendent Barbara Nemko, Napa County Office of Education
Napa County District Attorney Gary Lieberstein
California Fair Political Practices Commission
California State Senator Pat Wiggins
Doug Ernst, St. Helena Star
Bill Kisliuk, Napa Valley Register

Date: June 18, 2009

From: Kevin Alfaro, Jeanne DeVincenzi, Sharon Harris and Katherine Zelazny,
Citizens for Quality Education

APPROVAL OF ORIGINAL PARS PLAN
On September 18, 2008, the St. Helena Unified School District (“SHUSD”) Board of Education (the “Board”) approved a supplementary retirement plan known as the Public Agency Retirement Services (“PARS”) Supplementary Retirement Plan (the “PARS plan”). The Board minutes from the September 18, 2008 meeting state that “Superintendent Gordon indicated that the local teachers’ association has requested that the Board consider offering this supplementary retirement plan. He provided the criteria required for a teacher to be eligible to participate in this plan and indicated that offering the plan must provide a financial benefit to the District. The Board moved to approve Resolution #08-03 as presented. ” The motion was carried 5-0. Item 11.D., Minutes of the Special Meeting of the Board of Trustees, September 18, 2008. (Attachments 1 and 2) On that same day, Superintendent Gordon signed on behalf of the SHUSD that certain “Agreement for Administrative Services” in which SHUSD retained PARS for the purpose of administering the PARS plan. (Attachment 3)
On September 29, 2008, Superintendent Allan Gordon sent a memo to all of the members of the St. Helena Teachers Association regarding the Board’s decision to look into the possibility of offering the PARS plan to the teachers. (Attachment 4)
On October 6, 2008, Assistant Superintendent Dr. Robert Haley executed on behalf of the SHUSD, the “2008-09 PARS Supplementary Retirement Plan” for “Certificated Non-Management Employees” (“Original PARS Plan”). (Attachment 5) As its heading clearly denotes, the Original PARS Plan was established for the benefit of SHUSD certificated teachers and did not apply to individuals employed as management in the SHUSD. Further, according to the Original PARS Plan, the deadline for enrolling in the Original PARS Plan was November 21, 2008.
At the December 11, 2008 regular meeting of the Board, Superintendent Gordon informed the Board that 6 staff members had elected to participate in the Original PARS Plan and “recommended that the Board approve the proposal and move forward to accept the resignations submitted.” The Board “moved to approve the Public Agency Retirement Services Supplementary Retirement Plan as proposed.” The motion was carried 5-0. Item 12.B., Minutes of the Regular Meeting of the Board of Trustees, December 11, 2008. (Attachment 6)

ADDENDUM TO ORIGINAL PARS PLAN
On January 14, 2009, Superintendent Gordon executed on behalf of the SHUSD an “Execution Agreement” the terms of which state that it is an “Addendum for Supplementary Retirement Plan,” which modifies the Original PARS Plan (the “Addendum to PARS Plan”). (Attachment 7) (On that same day, Superintendent Gordon also signed on behalf of the SHUSD the “Agreement for Custody Services” in conjunction with administration of the PARS plan.) (Attachment 8) The Addendum to PARS Plan has a retroactive effective date to September 1, 2008 and amends the Original PARS Plan to include “Certificated employee[s] of the District as of September 1, 2008.” Therefore, the Addendum to PARS Plan executed by Allan Gordon effectively broadened the Original PARS Plan by adding certificated administrative employees, including, but not limited to Allan Gordon and Jim Zoll, as employees who may elect to participate in the PARS plan.
There is nothing in the agendas or minutes of the Board meetings prior to the January 14, 2009 execution date of the Addendum to PARS Plan authorizing Allan Gordon to execute the Addendum to PARS Plan on behalf of the SHUSD. In fact, the minutes of the January 15, 2009 regular meeting of the Board state that the Board “moved to approve the AB 1200 Public Disclosure with the St. Helena Teachers Association Public Agency Retirement Services Supplementary Retirement Plan.” (emphasis added) The motion was carried 5-0. Item 10.C., Minutes of the Regular Meeting of the Board of Trustees, January 15, 2009. (Attachment 9)

GORDON’S AND ZOLL’S RETIREMENT
In April 2009, Superintendent Gordon and High School Principal Jim Zoll announced their respective retirements. At the April 9, 2009 special meeting of the Board, the Board “voted unanimously in Closed Session to accept the resignation of Superintendent Allan Gordon, and approve his participation in the PARS Retirement Program.” Item 4.A., Minutes of the Regular Meeting of the Board of Trustees, April 9, 2009. (Attachment 10) Members of the Board have also informed the public that Jim Zoll will be participating in the PARS plan.

GORDON & ZOLL INELIGIBLE UNDER PARS PLAN
In general, a PARS plans can cover teachers or administrators, or both. The Original PARS Plan adopted by the Board on December 11, 2008 covered solely certificated teachers, not administrators or management. Further Dr. James Haslip, a former Board member during the time when the PARS plan was proposed and adopted, verified that, prior to the adoption of the Original PARS Plan, the Board never discussed approval of a PARS plan for any employees other than the members of the local teachers’ association. There is currently no other PARS plan that has been approved by the Board. Superintendent Allan Gordon and Principal Jim Zoll are administrators employed by the SHUSD and, although they hold teaching certificates, they are management employees and not members of the local teachers’ association.
Upon further investigation, it has been confirmed by a senior representative at PARS that, if new participants are to be added to the Original PARS Plan, a new cost-benefit analysis must be completed and approved by the Board. Additionally, if a new class of participants is to be added to the PARS plan (i.e., administrators or management) all members of this class must be given the opportunity to join as well. These steps can only be taken if the Board follows the proper notice and approval procedures under the PARS plan.
As stated above, Superintendent Gordon informed the Board at the December 11, 2008 regular meeting that 6 staff members had elected to participate in the PARS plan. Superintendent Gordon and Jim Zoll were not among the 6 people that made such an election. In fact, Superintendent Gordon and Jim Zoll did not announce their respective retirements until April 2009. Therefore, including Superintendent Gordon and Jim Zoll in the Original PARS plan in April 2009 was not possible under the express terms of the Original PARS Plan because the enrollment period had expired on November 21, 2008 and a new cost-benefit analysis had not been completed and approved for Gordon and Zoll. Further, there was nothing in the Agenda posted for the April 9, 2009 Board special meeting regarding the discussion and/or decision of the Board to approve Allan Gordon’s participation in the PARS plan and there was no mention whatsoever in any of the Board agendas of approving Jim Zoll’s participation in the Original PARS Plan.
Therefore, the inclusion of Superintendent Gordon and Jim Zoll as participants in the PARS plan is not permitted under the Original PARS Plan nor has it been properly authorized by the Board.

GORDON’S CONFLICT OF INTEREST
Superintendent Gordon became eligible to participate in the PARS plan by virtue of the Addendum to PARS Plan executed by him. California Government Code Section 1090 (Attachment 11) and SHUSD Board Bylaw Section 9270 (Attachment 12) strictly prohibit Superintendent Gordon from being involved in any way in the development, negotiation and execution of the PARS Plan if he has a financial interest, or the expectation of a financial interest, in the plan. Government Code Section 1090 prohibits public officers from having a financial interest in “any contract made by them in their official capacity.” A contract made by a public officer in which that public officer has a financial interest is not just voidable, it is void. Thomson v. Call (1985) 38 Cal 3d 633. Further, California Government Code Section 1097 (Attachment 11) provides that every person who willfully violates Government Code Section 1090 “is punishable by a fine of not more than one thousand dollars ($1,000), or imprisonment in the state prison, and is forever disqualified from holding any office in this state.”
The California courts have interpreted Section 1090 broadly, stating that the statute prohibits certain officers and employees from being interested in contracts made in their official capacity and that a contract is “made” by the officer or employee when the officer or employee engages in “preliminary discussions, negotiations, compromises, reasoning, [and] planning…” of the contract. Millbrae Asso. For Residential Survival v. Millbrae (1968, Cal App 1st Dist) 262 Cal App 2d 222. See also, People v. Honig (1996, Cal App 3d Dist) 48 Cal App 4th 289. During the time when the Original PARS Plan was proposed and adopted, it was well known throughout the St. Helena community that Superintendent Gordon was preparing for retirement during this school year. This information was shared with many parents. Yet, Superintendent Gordon participated in the making of the Original PARS plan and the Addendum to PARS Plan by negotiating the plan with the teachers and executing the Agreement for Administrative Services, Agreement for Custody Services and the Addendum to PARS Plan. Superintendent Gordon executed the very document which awarded him a lucrative retirement package under the Original PARS Plan. If Superintendent Gordon had not executed the Addendum to PARS Plan, he would not have been eligible to participate in the Original PARS Plan that was established for “Certificated Non-Management Employees” (See Section 1.1 of Original PARS Plan). Due to Superintendent Gordon’s conflict of interest, the Addendum to PARS Plan signed by him is VOID and UNENFORCEABLE. Therefore, Superintendent Gordon and Jim Zoll are not eligible to participate in the Original PARS Plan.
If, for the sake of argument, Superintendent Gordon was eligible to participate in the Original PARS Plan without the operation of the Addendum to PARS Plan, Government Code Section 1090 would still apply because, as stated above, during the period in which the Original PARS Plan was proposed and adopted, it was widely known in the community that Superintendent Gordon’s retirement was imminent. Therefore, Superintendent Gordon engaged in the preliminary discussions, negotiations, reasoning, and planning of the Original PARS Plan in which he was financially interested or, at a minimum, had an expectation of financial interest upon his impending retirement. His September 29, 2008 memo to the teachers, the Board meeting minutes and Superintendent Gordon’s signature on the Agreement for Administrative Services and Agreement for Custody Services confirm his participation in the making of the Original PARS Plan. Accordingly, if Superintendent Gordon was eligible to participate in the Original PARS Plan, he should NOT have been involved in the PARS negotiations. Any agreement made despite such a conflict of interest is VOID and CANNOT BE ENFORCED.
When Dr. Haslip asked fellow Board member Carolyn Martini whether further analysis of the legality of allowing Superintendent Gordon to participate in the PARS plan was warranted, Ms. Martini referred the matter to Ines DeLuna and Ms. DeLuna indicated that the Board’s counsel would review the contract for the Board and subsequently advise the Board. (Attachment 13) Dr. Haslip was not informed of any additional actions taken as a result of this correspondence.

THE REAL COST OF ADDING GORDON AND ZOLL TO PARS
As mentioned above, the Original PARS Plan was based on the savings for 6 staff members. Relying entirely on the figures provided by Catrina Howatt, CBO of SHUSD, (Attachment 14) the Original PARS plan as originally proposed saves $1,324,283.00 over 5 years if Superintendent Gordon and Jim Zoll are excluded from the analysis. See attached spreadsheet replicating numbers from Ms. Howatt. (Attachment 15)
Once again, using figures provided by Catrina Howatt, if a cost-benefit analysis of the PARS plan is performed with respect to solely Superintendent Gordon and Jim Zoll (assuming that they were eligible to participate) there will actually be a net cost to the district of $80,089.80.
Put another way, without the PARS plan for Superintendent Gordon and Jim Zoll, the SHUSD pays $0 for Superintendent Gordon and Jim Zoll to retire, and, with the PARS plan for Superintendent Gordon and Jim Zoll, the SHUSD pays them an additional $327,737.00, plus a 5.5% service fee to PARS. Total cost to SHUSD is $345,762.55.
Another way to see that the SHUSD will lose money by offering the PARS plan to these select administrators is by comparing Catrina Howatt’s figures for teachers only and for both teachers and administrators. (Attachment 15) It is evident that the SHUSD will lose money when one compares the savings of $1,324,283.03 (teachers only) to $1,244,193.23 (teachers and administrators) showing a net cost to the SHUSD of $80,089.80.

BROWN ACT VIOLATIONS
As stated above, the Board voted unanimously to approve Allan Gordon’s participation in the PARS plan during the closed session of the April 9, 2009 special meeting of the Board. Item 4.A., Minutes of the Regular Meeting of the Board of Trustees, April 9, 2009. There was no mention in the agenda posted for the April 9, 2009 special meeting of the Board’s consideration of adding Allan Gordon to the Original PARS Plan. Further, there was no mention whatsoever in any of the Board meeting agendas of approving Jim Zoll’s participation in the Original PARS Plan. Finally, there is nothing in any of the Board meeting agendas approving the Addendum to PARS Plan and/or authorizing Superintendent Gordon to execute the Addendum to PARS Plan.
California Education Code §§35144 and 35145, and California Government Code §§54954.2 and 54956 govern the notice requirements for regular and special meetings of the Board. These statutes state in part that the notice of regular or special meeting of the Board shall specify the business to be transacted. Further notice requirements are stated in Education Code §35145(b), which provides in part that an agenda of the meeting must be posted in accordance with the requirements of §54954.2 of the Government Code. Government Code §54954.2(a)(1) requires that the posted agenda contain a “brief general description of each item of business to be transacted or discussed at the meeting, including items to be discussed in closed session.” That statute further provides that “[n]o action or discussion shall be undertaken on any item not appearing on the posted agenda…” California Government Code §54954.2(a)(2).
Since (i) the Agenda for the April 9, 2009 special meeting failed to provide any language regarding the Board’s consideration or decision regarding adding Superintendent Gordon to the Original PARS Plan; (ii) there was no mention in any Board agendas of including Jim Zoll in the Original PARS Plan; and (iii) there was also no mention whatsoever in any of the Board meeting agendas of the Addendum to PARS Plan or including certificated non-management employees in the Original PARS Plan, the Board had no authority to transact such business.

LACK OF OVERSIGHT BY BOARD
The Board allowed Superintendent Gordon to negotiate and execute a retirement plan that would directly benefit Superintendent Gordon. The Board was well aware of Superintendent Gordon’s plans to retire and members of the Board have recently gone so far as to defend Superintendent Gordon’s participation as a beneficiary of the PARS plan. The Board expressly authorized Superintendent Gordon to participate in the making of the PARS plan as evidenced by the Board meeting minutes referenced above. Further, when Dr. Haslip questioned the legality of Superintendent Gordon’s participation in the PARS plan due to Gordon’s conflict of interest, Dr. Haslip never received an answer from Board President Ines DeLuna.
Section 9000 of the Board Bylaws states that the Board “has been elected by the community to provide leadership and citizen oversight of the district.” Further, Section 9005 of the Board Bylaws provides that “[t]o maximize Board effectiveness and public confidence in district governance, Board members are expected to govern responsibly and hold themselves to the highest standards of ethical conduct.” The Board failed to provide any oversight in this case. In fact, the Board unambiguously supported Superintendent Gordon’s actions, while keeping the public in the dark and violating the Brown Act in the process. The Board is culpable for Superintendent Gordon’s violation of Government Code Section 1090.

HALEY’S PARTICIPATION
As stated above, Assistant Superintendent Rob Haley was also intimately involved in the making of the PARS plan. He signed the Original PARS Plan and was present at the Board meetings at which the PARS plan was discussed and approved. It was well known during the period that the Original Plan was proposed that Superintendent Gordon had expressed the intent to retire soon. Dr. Haley knew about the PARS plan and the Board’s actions to approve the plan and include Superintendent Gordon in the plan, and yet Dr. Haley sat by and did nothing. If Allan Gordon were to retire, Dr. Haley would be the most likely candidate to replace Superintendent Gordon. This has been borne out by guest commentaries written by Board members for the St. Helena Star. See “School Board Will Listen But Don’t Bash Haley,” Guest Commentary by Board Member Carolyn Martini, St. Helena Star, April 30, 2009. (Attachment 16) Eligibility to participate in the PARS plan would give Superintendent Gordon added incentive to retire early.
The California courts have stated that “the term ‘financially interested’ in section 1090 cannot be interpreted in a restricted and technical manner. The law does not require that a public officer…share directly in the profits to be realized from a contract in order to have a prohibited interest in it.” People v. Honig (1996, Cal App 3d Dist) 48 Cal App 4th 289, 315. Further, “[t]he fact that the officer’s interest ‘might be small or indirect is immaterial so long as it is such as deprives the [state] of his overriding fidelity to it and places him in the compromising situation where, in the exercise of his official judgment or discretion, he may be influenced by personal considerations rather than the public good.’” Id. (quoting Terry v. Bender (1956) 143 Cal. App 2d 198, 207-208).
Dr. Haley benefited from Superintendent Gordon’s wrongful actions to include Gordon in the PARS plan and should be held accountable for his participation in such activities.

CONCLUSION
Under the express terms of the Original PARS Plan, Superintendent Gordon and Principal Jim Zoll are not eligible to participate in the PARS plan because the Original PARS Plan applies to certificated non-management employees of the SHUSD, the enrollment period for the plan had expired on November 21, 2008 and a new cost-benefit analysis had not been completed and approved for Gordon and Zoll.
Pursuant to Government Code Section 1090, and relevant case law, the Addendum to PARS Plan is void. Therefore, Superintendent Gordon and Jim Zoll are not eligible to receive any benefits under the PARS plan. Additionally, Superintendent Allan Gordon may be subject to criminal penalties for his actions with respect to the PARS plan.
The Board has also violated the Brown Act by failing to post any information in a meeting agenda regarding the Addendum to PARS Plan and the inclusion of Superintendent Gordon and Jim Zoll in the PARS plan.
The Board breached the trust of the public by misleading them about the true cost of including Superintendent Gordon and Jim Zoll in the PARS plan. Including Superintendent Gordon and Jim Zoll in the PARS plan will cost the SHUSD $345,762.55. Excluding Superintendent Gordon and Jim Zoll from the PARS plan will cost the SHUSD nothing, as these individuals have already submitted their letters of resignation to the Board.
The Board and Dr. Haley have engaged in such a level of involvement in this matter that they are liable for the consequences of their actions, as well as the actions of Superintendent Gordon.

Therefore, the following is hereby requested:
1. The Board acknowledge that the Addendum to PARS Plan is void and therefore Superintendent Gordon and Jim Zoll are not entitled to receive any benefits under the PARS plan;
2. Due to their participation in this very serious matter and their violation of the public trust, the Board members tender their resignations immediately;
3. The Board remove Superintendent Gordon from office immediately pending an investigation into the conflict of interest issues raised herein; and
4. The Board remove Dr. Haley from office due to his involvement in this very serious matter.

For a copy of the attachments listed below, please send an email to: citizens4qualityed@gmail.com.

Once we determine how to post a pdf file to our blog, we will post the attachments. Sorry for the inconvenience. Thank You.

Attachments:

Attachment 1 (Minutes September 18, 2008)
Attachment 2 (Board Resolution #08-03)
Attachment 3 (Agreement for Administrative Services)
Attachment 4 (September 29, 2008, memo from Superintendent Gordon to St. Helena Teachers Association)
Attachment 5 (2008-09 PARS Supplementary Retirement Plan)
Attachment 6 (Minutes December 11, 2008)
Attachment 7 (Execution Agreement -Addendum for Supplementary Retirement Plan)
Attachment 8 (Agreement for Custody Services)
Attachment 9 (Minutes January 15, 2009)
Attachment 10 (Minutes April 9, 2009)
Attachment 11 (Government Code Sections 1090 – 1099)
Attachment 12 (Board Policy 9270)
Attachment 13 (E-mails between J. Haslip, C. Martini and I. DeLuna)
Attachment 14 (Estimated cost of early Retirement Package prepared by C. Howatt)
Attachment 15 (Spreadsheet showing the real cost of adding Gordon and Zoll to PARS)
Attachment 16 (“School Board Will Listen But Don’t Bash Haley,” Guest Commentary by Board Member Carolyn Martini, St. Helena Star, April 30, 2009)

Monday, June 22, 2009

Freedom of Speech

Certain school board members have made serious allegations against us. There is no truth whatsoever to these allegations.

What is particularly disturbing about these allegations is their intended affect on our community. A group of concerned parents went to these board members with troubling information they discovered regarding the board's implementation of the PARS retirement plan. Instead of addressing these concerns, these board members made baseless criminal allegations against us and used the regular board meeting to discredit and falsely accuse us of wrongdoing. Their inexcusable actions will now have a chilling effect on the First Amendment freedom of speech rights of our entire community.

Who will be brave enough to speak out to these elected officials with the threat of criminal retaliation looming overhead? Freedom of speech is one of our most basic constitutional rights. This attack on that right should be alarming to everyone.

Don’t let this political maneuvering distract you from the truth about what we discovered about the PARS retirement plan: 1) According to California law regarding conflicts of interest, the plan may be void since Gordon would financially benefit from the very plan that he negotiated and signed; 2) The Board failed to provide an accurate analysis of the cost of adding Gordon and Zoll to the plan (their inclusion decreased the total savings to the district); and 3) The Board neither publicly discussed nor properly authorized the inclusion of Superintendent Gordon and Jim Zoll into this plan (potential Brown Act violation).

Bottom line, there are serious questions as to whether Gordon and Zoll are entitled to their combined $327,727 retirement benefit.

The board should address these serious issues, not launch personal attacks on the people that uncovered the misconduct.

Kevin Alfaro

Jeanne DeVincenzi

Sharon Harris

Kathy Zelazny

Thursday, June 18, 2009

Citizens for Quality Education Upcoming Calendar of Events

Save the Date for the following:

Friday 6/19: Potluck Dinner at Crane Park at 6pm. We will discuss recall issues while sharing a meal. Everyone is invited. Discussions will be in Spanish & English.

Thursday 6/25: Signature Gathering Workshop at Crane Park at 6pm. This workshop is for anyone that would like to help gather signatures on the recall petitions and would like to know the rules and to learn some tips.

Saturday 6/27: Kick-off Bash at Crane Park at 10am! Petitions will be distributed to gather signatures. Anyone that is interested in gathering signatures or simply signing the petitions is welcome. Promotional materials will be available for circulation.

TBD: Another Signature Workshop for those interested in gathering signatures-after the July 4 holiday.

*Any number of signatures is valuable. If you would like, feel free to take just one petition home (per board member)-it has 12 spaces.

Blog address: http://citizensforqualityed.blogspot.com

Email for questions and comments: citizens4qualityed@gmail.com

Donations: 1241 Adams Street Box #1010 St. Helena , CA 94574

Thank You,

Citizens for Quality Education


Saturday, June 13, 2009

MEETING ON RECALL INFORMATION TODAY! 10-1 PM AT CRANE PARK

Dear Community Members,

We suspect that many of you have questions or concerns about the recall and would like to discuss things face to face with someone that supports the recall effort. TODAY, Saturday June 13, 2009, from 10-1pm, there will be a few members of Citizens For Quality Education at Crane Park (look for balloons) to talk with anyone that is interested. There is no set agenda. We will be there to discuss whatever you would like to discuss. Come for a few minutes or stay the whole time. Hope to see you there. Please spread the word.

Friday, June 12, 2009

STRS, PARS, Pro Bono - this does not make sense

I have found no law restricting the amount of time one can volunteer. No payment, no limitation. I am certainly willing to be corrected.

STRS does not limit volunteering nor pro bono work, only paid work. Cindy says “NO PAYMENT” and “PRO BONO MEANS NO PAYMENT” and “ HE IS DOING IT FOR FREE.”
This is no adding up, can someone explain to me how Allan would be limited to work under STRS if he is working for free. The District does not pays for STRS. The District is paying $180,000 for Allan’s PARS.

From Allan’s email
My PARS Program Participation
When I notified two board members of my intention to retire, they asked whether I would be available to participate in ongoing projects, such as these. To be able to do so, I had the choice to enter the PARS program or to work within the limitations of STRS.
If I chose STRS, I would be severely limited in the number of days I could work in retirement. PARS allows me to work the days needed, at a financial savings to the district. This point is key as program participants must 1) demonstrate a cost savings to the district, as well as 2) receive approval from the union and the district. For me, PARS does not add to my retirement, nor allow me ‘early’ retirement; it only allows me to work more days as a consultant than I would be allowed under STRS.

From Cindy’s Email:
DISTRICT IS NOT PAYING ALAN GORDON TO WORK. HE IS DOING IT FOR FREE.
ONCE AGAIN, THERE IS NO CONTRACT, NO PAYMENT TO ALAN GORDON.
ALAN GORDO0N IS DOING THIS TO GIVE BACK TO OUR DISTRICT. HE IS COMMITTED TO OUR DISTRICT AND WANTS TO SEE CONTINUED SUCCESS.

Thursday, June 11, 2009

The Recall

We attended Board meetings. We have voiced our opinions at the Special Board meetings. We have held small group community meetings to share our concerns and make suggestions. We have written letters to the editors and spent hours and hours speaking with Board members on the phone and email. We as a community have spoken, the Board chose not to listen. In fact, the Board not only chose not to listen, they crafted an employment contract (Haley's) which is the antithesis of what the community requested. And, after the Board made its decision regarding Dr. Haley's contract, a Board member exuberantly raised her arms in a victory celebration at the Board Meeting while Dr. Haley pumped his fist in triumph. They made their decision having been advised of the damage it would cause to our community. The Board clearly communicated that they were not interested in listening to the community they represented. The recall is a natural consequence of their decisions.

FACT: We cannot force the Board to listen to us. In a democracy, a community's only option when their elected officials disregard them, is to vote a politician out of office. We heard stated at the Special Board meeting that we should get over it, move on and if you we didn't like it, vote. The Recall is a vote, it allows an election. The faster we move to an election, the faster we get a representative government. When you sign a petition to recall, you agree to holding elections sooner than scheduled Signatures are confidential.

The Notice of Intent to Recall the Board has been signed and filed. The Notice of Intent to Recall the Board was signed by the maximum signers allowed and has been widely supported by our community.

The recall of the Board is based on the following 4 points:
1. We prefer that our tax dollars be spent on programs and teachers versus administrators.
2. We want a Board that listens to their constituents and encourages positive, open dialog.
3. We want an independent Board, one that leads and manages versus being led and managed.
4. We want our concerns and opinions to our publicly elected officials and school administrators to be heard

The Recall does not suggest everything is wrong with our schools. The goal of replacing the Board is to provide an environment that will allow excellence in education for all. To have excellence in our schools, we do need great leadership, engaged parents and inspiring teachers. To have great leadership and engaged parents, you need consensus. The Recall is a mandate by our community that we no longer believe or trust our elected politicians to lead, manage and build positive consensus in the community. The recall allows a change of leadership.

The faster we get to vote, the faster we move to remove the Board and the faster we can get the focus and money back to our kids. Timing is critical. Our community voiced concerns over and over that "not listening" would negatively impact our ability to fundraise. If we do not raise money at the upcoming Just Imagine Auction in September, the fact is the PTG will not be able to fund field trips, books, safe school ambassador programs, tutoring programs, sports programs, classroom supplies.....etc. The auction money is managed by the Parent Groups, not by the administration or Board, so we know the money is being spent on vital programs. We can argue these things should be covered by our school budgets, but they are not.

The Citizens 4 Quality Education is not the PTG, however, many parents who are involved with the auction and PTG'S are involved with the recall.

There is a community mandate to move ahead with the recall. We will start collecting the needed signatures for a recall as soon as the petitions are approved by John Tuteur. The decision to have a recall was not taken lightly and is a direct result of the Board's decision to disregard the voice of our community (their constituents), to mismanage administration and budgets and to allow an atmosphere of ineffective communication.

Here's what will help:

1. Go to http://citizensforqualityed.blogspot.com/ to educate yourself on the facts and opinions.

2. Sign the petition and help collect signatures for the Recall. The faster we collect signatures, the faster we get to vote.

3. Consider helping Citizens 4 Quality Education with a donation of time or money. You can email citizens4qualityed@gmail.com

Wednesday, June 10, 2009

RECALL A POSITIVE THING

RECALL A POSITIVE THING

Dear Editor:
A large group of community members living within the St. Helena Unified School District have come together and formed Citizens for Quality Education (C4QE). This broad based group has, over the last several months, become increasingly concerned with the complacency of the SHUSD board of trustees. They are not listening to community. The problem has escalated to the point where one of the five board members resigned stating "he had no voice" and "didn't want to be a part of this administration". Wow. Strong statements for a person in the trenches working hard to provide a meaningful difference for our kids.

Putting aside our fundamental right to voice our concerns and initiate a recall of the board, C4QE feel strongly about four points:
1. We prefer our tax dollars be spent on educational programs and teachers versus overpaid administrators.
2. We want a Board that listens to their constituents and encourages positive, open dialog.
3. We want an independent Board, one that leads and manages verses being led and managed.
4. We want to voice our concerns and opinions to our publicly elected officials and school administrators without fear of intimidation or retaliation.

We feel the process of a recall, successful or not, is and will be an enormously positive thing for this small school district of 1,400 kids. It is opening the door on how the Board and Administration really work, i.e. bringing transparency to board and administration actions. It is educating the community (and our donors) about our school finances and where our tax dollars are being spent. It is engaging the community in a discussion about the educational process. It has prompted parents to investigate and question the district's priorities regarding the education of our children. A recall also provides a confidential avenue for school district employees to voice their opinion. The recall will make this school district stronger.

Kevin Alfaro
SHUSD parent of 3

Why Support the Recall

Dear Friends,

You have probably read by now in the local papers that our community is seeking the recall of our current school board. I strongly believe that this recall must happen and am sending you this e-mail to ask for your support.

There are four questions that help me define the recall. If you answer YES to any one of these, you should consider yourself a supporter and vote YES on Recall!


1. Do we as a community prefer that our tax dollars be spent on school programs and teachers or on administration?

· The current school Board has been FISCALLY IRRESPONSIBLE.

· The new superintendent will be paid 1.6X the state average.

· Since 2007, the district has paid over $800,000 in litigation expenses.

· At the same time, the district has cut valuable special education and vocational programs that help those who need it the most.


2. Do we want a Board that listens to its constituents and encourages positive, open dialogue?

· This Board is out of touch with our students and classrooms.

· This Board refused to listen when a packed boardroom asked it to conduct a fair and open search for a new superintendent. Instead, this Board signed a contract with the current assistant superintendent that could go on forever.

· This Board has not responded to concerned parents and will not even answer questions at board meetings.


3. Do we want an independent Board, one that leads and manages versus being led and managed?

· Our administration is running our district despite the fact that this job belongs to the Board.

· We deserve a district that has a meaningful system of checks and balances. This cannot happen with a Board that never questions or independently investigates the recommendations of the administration.



4. Do we believe it is our fundamental right to express our concerns and opinions to our publicly elected officials and school administrators without fear of intimidation or retaliation?

· Much to our horror, under the current regime, teachers, students and members of the community are afraid to speak out or disagree with the administration.

· We CAN’T wait for the next regularly scheduled election, we have to change this environment of fear and intimidation NOW.


Please know that those who support the recall represent ALL aspects of our community. We are not just a few disgruntled parents! You also should know that a number of intelligent, qualified and sincere members of our community have stepped up and want to be members of the board. These people answer the above questions with a resounding YES!

I realize that you may have many questions about the recall, and I am happy to answer all of them. I also invite you to look at our blog for additional information. http://citizensforqualityed.blogspot.com


If you do support our cause and are willing to sign our petitions (they should be ready in a week or two) and/or let us use your name in our promotional materials (flyers and ads in the Star) please let me know. I also hope that you will consider making a donation to this very important cause. We are trying to keep costs down, but a recall is a complicated process, and we need help from the experts to make sure we do it right. I know that times are tough, but any donation you can spare will be greatly appreciated. You can send donations to: Citizens for Quality Education, 1241 Main Street, Suite 1010, St. Helena, CA 94574.

Thank you so much for your consideration,

Jeanne DeVincenzi

Tuesday, June 9, 2009

Cuts to School Funding

Schwarzenegger proposes more cuts for California schools

11:13 AM | May 29, 2009

SACRAMENTO -- Gov. Arnold Schwarzenegger proposed an additional $2.8 billion in cuts to state government this morning that would slice even deeper into funding for education, health and welfare programs and the wages of state workers.

Schools would be hit by $680 million in new cuts, while the state’s social safety net for the poor would see the loss of an additional $872 million in funding for the poor, disabled and aged. A 5% salary reduction for state employees would slash $470 million.

“We really scraped the bottom of the barrel here,” said Mike Genest, Schwarzenegger’s finance director. “We cut everything we could think of.... It’s unfortunate, but it is what it is -- and we have to live within our means.”

-- Eric Bailey

Source: http://latimesblogs.latimes.com/lanow/2009/05/schwarzenegger-proposes-more-cuts-to-california-schools.html

Budget Cuts Impacts on CA Schools

Source: http://news.bbc.co.uk/2/hi/americas/8090450.stm

Online push in California schools

Gov Schwarzenegger: "The text books are outdated as far as I'm concerned"

California Governor Arnold Schwarzenegger has unveiled a plan to save money by phasing out school textbooks in favour of internet aids.

Gov Schwarzenegger wants to cut hundreds of millions of dollars in state spending each year.

He says converting to online study will also help keep pupils more up-to-date.

California is facing a state budget gap of $24.3bn and Gov Schwarzenegger on Monday scrapped funding for contracts entered into after 1 March.

'Every penny'

The BBC's Rajesh Mirchandani says Gov Schwarzenegger believes internet activities such as Facebook, Twitter and downloading to iPods show that young people are the first to adopt new online technologies, and so the internet is also the best way to learn in classrooms.

From the beginning of the next school year in August, maths and science students in California's high schools will have access to online texts that have passed an academic standards review.

The governor says digital textbooks can be updated easily - so learning keeps pace with progress.

But our correspondent says the real reason Gov Schwarzenegger wants the change is money.

Last year California spent $350m on textbooks and can no longer afford it.

Authorities are making deep cuts to tackle the budget deficit.

On Monday, Gov Schwarzenegger signed an executive order to scrap funding on contracts from 1 March and bar state agencies from entering into new ones.

He said: "Every state agency and department will scrutinise how every penny is spent on contracts to make sure the state is getting the best deal for every taxpayer dollar."

The Republican governor has ruled out imposing higher taxes to meet the shortfall.

Last month voters rejected a raft of Gov Schwarzenegger's proposals to tackle the deficit.

Friday, June 5, 2009

SARC Statistics Show Superintendent is Paid Twice the Average

St Helena Unified School District SARC Financial Information For 2006/07 SARC

Range St Helena USD Similar Sized District
Beginning Teacher Salary $46,061 $34,363
Mid-Range Salary $65,600 $50,814
Highest Teacher Salary $85,027 $65,731
Average Principal Salary $111,325 $81,316
Superintendent Salary $204,100 $103,105 (2:1 ratio)
% of budget for Teacher Salaries 38.20% 35.80%
% of budget for Administrative Salaries 6.90% 6.50%

If you want to see something impressive take a gander at these figures.
Super's salary is 2:1 of similar sized districts. If I read this correctly,
29.13% of our dollars are being spent on items unrelated to the students
(cell D22). These numbers are for the 2005/2006 school year since the
data runs two years behind, for a reason I don't know but this comes right
out of the SARCs. It is also important to note that we spend 54.4% more on
our students that the state average too (cell D23).

I would personally like to hear an explanation why the District and
Board feel it is necessary to pay 2 times the average salary and why the
teachers' averages are lower than the administrations? I'd rather see
the money go back into the classroom and to the teachers rather than
pay, what appears to be, excessive salaries to administrators. Is this
why the district can't pay for their own IB textbooks, art educational
supplies, drama programs. teacher incentives/rewards, PE equipment and
first aid kits, audio visual equipment, 8th promotion event, safe school
ambassador program, Being there trips/events, library books, Rachael's
Challenge, RLS t-shirts, field trip transportation, Student
Handbooks/planners, etc? All of these items have been paid from the RLS
PTG funds in the past (money raised from the community). All of these
items have also been recommended to be included in the budget this year
by our school's administration. I think we need to know why the
district can't pay for some of the necessities particular as they
pertain to items that are required of the students, i.e. text books, PE
equipment/first aid kits, Student Handbooks/planners, etc. The RLS PTG
board asked for some type of explanation last fiscal year and we receive
one sheet of paper from what appears to be a page from the district's
budget and a comment from our principal that the district only had $16k
left over (after salaries, property taxes, utilities, etc.) to pay for
all of these items.

Thursday, June 4, 2009

We take in more money than most, spend the least on kids than most, and spend more on Admin than most.

Cindy,
I saw your response to the recall petition. Shame on you. I gave you accurate information before you drafted and delivered the letter and you still stated in your response contrary financial stat information. Let me re-summarize some of the basic facts and the source where the information came from. I also reattached my analysis I pulled down from the Cal Ed website which has, for your reference, some “peer group” analysis. I sent this already to you but never heard back from you. Conclusion: We take in more money than most, spend the least on kids than most, and spend more on Admin than most. Tell me how you arrive at a conclusion that is different? Don’t mis-lead with bad info, be a leader with good info.
Kevin


· Student Accountability Report Card (SARC) – as of July 1, 2006 – comparing data to districts our size – info located on RLS website
o Superintendent Salary – 198% of average salary (actually 228% if base salary from contract is used)
o Principals – 137%
o Teachers – Highest and mid range – 129%, beginning 134%
o % budget on Admin salaries 6.9%, state average 6.4% (or $102k)
· CA District Information - Calculation of current expense (cost) of education per average daily attendance (ADA) pursuant to Education Code Section 41372
o California has 967 local educational agencies (LEA) aka, school districts in California serving 58 counties (excluding charter schools)
o 550 Elementary, 80 High School, 331 Unified, 6 other
· ADA Expenditures – average daily attendance (ADA) is the basic factor of analyzing districts from one another. Basically reducing dollars to a per kid factor. Ed Code 41372.
o California has 5.8 million ADA, $50 billion in expenditures, 967 LEAs
o SHUSD ADA = 1,464 (465/967)
o SHUSD expenditure per ADA = $13,978 (885/967)
o SHUSD total expenditures $20.4 million (553/967)
· SHUSD ADA Expenses - All information from www.cde.ca.gov/ds/ AND www.ed-data.k12.ca.us
o $8,502 Instruction, 59% of total budget, state average 62%
o $1,783 Instruction related services (includes admin), 12% of total budget, 13% state average
o $836 Pupil Services, 6% of total budget, 8% state average
o $1,314 Administration, 9% of total budget, 5% state average
o $1,663 Plant Services, 12% of total budget, 10% state average
o $191 Ancillary, 1% of total budget, 1% state average
o $71 Other
o Total all in ADA $14,360
· ADA Revenue - All information from www.cde.ca.gov/ds/ AND www.ed-data.k12.ca.us
o SHUSD – Revenue = $14,338