1. education
2. school

Longview School District No. 122
2715 Lilac Street, Longview, WA 98632 - (360) 575-7000
AGENDA FOR REGULAR BOARD MEETING
Date: November 24, 2014 Time: 7:00 p.m.
Place: Admin Building Board Room
11-24-1
Call regular meeting to order
11-24-2
Flag salute
11-24-3
Approval of Regular Meeting Agenda
11-24-4
Approval of Consent Agenda
a.
b.
c.
d.
e.
f.
g.
Approval of October 27, 2014, Regular Meeting Minutes
Approval of November 10, 2014, Special Meeting Minutes
Personnel Report
Warrants
Contracts and Personal Service Agreements
Final Acceptance - Busack’s Pre Wi-fi Work
Final Acceptance - Pavement Improvement Projects
11-24-5
Superintendent’s Report
11-24-6
Mint Valley Elementary School Principal’s Report
11-24-7
Requests to address the Board (three (3) minute limit per person please)
11-24-8
Strategic Plan Review Committee Final Report
11-24-9
Procedure 4130 Title I Parental Involvement (first reading)
11-24-10 2015 PRAM Facilities Advisory Committee Recommendation
11-24-11 Revised PRAM 2014 Contract - Roofing
11-24-12 Consider setting a date and time for a follow up workshop to complete work that
began during the November 10, 2014 workshop
11-24-13 Information Items
A. August 2014 Year End Financial Report
B. November 2014 Enrollment Report
C. Board Subcommittee Reports
D. Legislative Update
11-24-14 Adjournment
“Kind words are the music of the
world.” F.W. Faber
Board of Directors
Jennifer Leach, President
Barbara Westrick
CJ Nickerson
JD Rossetti
Roberta Alba-Estrada
Longview School District No. 122
Long Agenda
Longview School District Board of Director’s Regular Meeting
November 24, 2014
7:00 P.M.
Longview School District Board Room
Estimated time of meeting is 1 hour.
11-24-1
CALL TO ORDER AND READING OF MISSION STATEMENT (3 MIN)
“The mission of the Longview School District is to ensure that every student
learns the skills, attitudes, and knowledge to become a responsible, productive
citizen in a rapidly changing society. This is accomplished:
 Through a partnership of students, staff, parents, and community focused
on results;
 In a supportive, caring, innovative environment;
 With a commitment to challenge each learner to reach potential.”
11-24-2
FLAG SALUTE
11-24-3
APPROVAL OF REGULAR MEETING AGENDA (1 MIN)
Motion: I move to approve the regular meeting agenda for November 24,
2014.
11-24-4
APPROVAL OF CONSENT AGENDA (1 MIN)
Recommended Motion: I move to approve the consent agenda.
a.
b.
c.
d.
e.
f.
g.
Approval of October 27, 2014, Regular Meeting Minutes
Approval of November 10, 2014, Special Meeting Minutes
Personnel Report
Warrants
Contracts and Personal Service Agreements
Final Acceptance - Busack’s Pre Wi-fi Work
Final Acceptance - Pavement Improvement Projects
Background/Rationale: The items on the consent agenda are routine board
business. If directors have questions or concerns, please visit with the
superintendent or the appropriate cabinet administrator before the meeting.
11-24-5
SUPERINTENDENT’S REPORT (5 MINUTES)
This agenda item will provide an opportunity for the superintendent to share
letters of recognition, commendation, or other good news regarding activities
associated with the Longview School District.
11-24-6
MINT VALLEY ELEMENTARY SCHOOL PRINCIPAL’S REPORT
Principal Jean Merritt will highlight the extended day clubs currently at Mint
Valley like the Math Club and Science Club. These clubs challenge learners to
deepen their math, science and study skills, tap into their natural curiosity about
our world and promote parent involvement. Special focus will be given to our
Longview School District
Board of Directors Meeting
November 24, 2014
Long Agenda
2014 Mint Valley Science Team who recently participated in the Southwest
Washington Science Olympiad at Clark College.
11-24-7
REQUESTS TO ADDRESS THE BOARD (3 MINUTE LIMIT PER PERSON)
This item allows time for public comment on topics not included on this meeting’s
regular agenda. Although this is not a time for discussion, the board appreciates
public input and may refer such comments to administration for appropriate
follow-up. The board recognizes that public comment may include constructive
criticism which the board welcomes, but public comment that is directed to board
or staff that is abusive, irrelevant or inappropriate will be interrupted by the
President of the Board.
11-24-8
STRATEGIC PLAN REVIEW COMMITTEE FINAL REPORT
Recommended Motion: I move to approve the 2014 Strategic Plan Review
Committee’s Final Report and the school improvement plans as reviewed by the
Strategic Plan Review Committee.
Background: The 21st annual review process on the Strategic Plan was held
on October 28, 2014. The Strategic Plan Review Committee members met to
review the site plans submitted by the schools and departments and followed up
with tours of each.
The Strategic Plan Review Committee met to complete the review process for all
school sites.
Fifteen school sites presented information about their
accomplishments, challenges, and proposed plans. A writing subcommittee of
the Strategic Plan Review Committee wrote the Strategic Plan Review
Committee Final Report based on feedback from the entire committee.
Proposal: The superintendent recommends the board review, discuss, and
approve the 2014 Strategic Plan Review Committee’s Final Report and approve
the school improvement plans as reviewed by the Strategic Plan Review
Committee.
11-24-9
PROCEDURE 4130 TITLE I PARENTAL INVOLVEMENT (FIRST READING)
(3 MIN)
Recommended Motion: I move to approve revisions to Procedure 4130.
Background: Procedure 4130 - Title I, Part A requires that parents review the
district policy and procedures for parent involvement and recommend suggested
changes annually. A Title I Parent Involvement meeting was held November 5,
2014. It was the consensus of the parents that Procedure 4130 be updated to
reflect the array of technology available to students today and to align with
terminology used in the pediatric community. Given this feedback, staff is
recommending a change to the procedure to indicate the ways in which parents
will be responsible for supporting their children’s learning.
Proposal: The superintendent recommends the board review and discuss
Procedure 4130 as presented in a first reading. Board policy allows for the
adoption of revisions to a procedure during a first reading.
Page 2 of 4
Longview School District
Board of Directors Meeting
November 24, 2014
Long Agenda
11-24-10
2015 PRAM FACILITIES ADVISORY COMMITTEE RECOMMENDATION (3
MIN)
Motion: I move to approve the 2015 PRAM projects as presented in attachment
11-24-10.
Background: The Facility Advisory Committee (FAC) has presented to the board
each year a recommended list of capital projects to be addressed for the
upcoming year. Typically these projects are completed during the summer
months. The goal each year is to have a recommendation to the board by
November so that if the board approves, the projects can go out for competitive
bidding in a timely manner thus ensuring the best possible bids for each project.
Proposal: The Facility Advisory Committee reviewed, discussed and came to
consensus on the following documents that accompany this memo. At the
September 24, 2014 meeting the FAC reviewed and discussed the work of
Facility Manager Troy Lomax. At its meeting on October 22, 2014, the FAC
discussed and came to consensus on the projects to bring forward to the board
for consideration.
Document #1 - PRAM Priority Spreadsheet contains an analysis of the
systems within each building. Systems were rated and approximate costs for
replacement of each system were affixed. The items deemed “unsatisfactory” or
“poor” were highlighted and recommended by Mr. Lomax for serious
consideration by the FAC. In addition, Mr. Lomax identified other projects that
were worthy of attention for the 2015 cycle.
Document #2 - Revised 5-Year Funding Plan identifies projects by system and
priority. Projects were then scheduled over the next five years. The items
highlighted in yellow and in the column labeled 2015 are the projects that are
being recommended to the Board.
Document #3 - 2015 PRAM Pre-bid Estimate identifies projects that are
recommended to occur in 2015 and identifies the estimated costs to complete the
projects being recommended.
Recommendation: The Facility Advisory Committee recommends the projects
identified in document #3 be approved by the board for completion as the PRAM
Capital Projects for 2015.
11-24-11
REVISED PRAM 2014 CONTRACT – ROOFING (3 MIN)
Recommended Motion: I move to approve the 2014 PRAM Roofing Change
Order for the Bus Garage project and the revised contract between the Longview
School District and Pacific Tech Construction as presented.
Background: In order to complete roofing projects, address unforeseen issues
associated with the Monticello roof project and the R. A. Long roof project, and to
stay within the PRAM budget, the bus garage roof project was delayed and not
addressed in the current year as planned. The District and Pacific Tech
Page 3 of 4
Longview School District
Board of Directors Meeting
November 24, 2014
Long Agenda
Construction agreed to delay the bus garage roof project until the summer of
2015. This change in plans required a change order and a revised contract.
Recommendation: Staff recommends approval of the change order and the
contract for services. By approving both the change order and the revised
contract with Pacific Tech Construction, the District will have completed all other
aspects of the proposed roofing projects for 2014, while at the same time
extending the timeline for the bus garage project that had originally been
approved as part of the 2014 PRAM projects. Again this move has been
reviewed by legal counsel and allows the 2014 projects to come in on budget.
11-24-12
CONSIDER SETTING A DATE AND TIME FOR A FOLLOW UP WORKSHOP
TO COMPLETE WORK THAT BEGAN DURING THE NOVEMBER 10, 2014
WORKSHOP
Background: The board met on November 10, 2014 in a workshop to discuss
items related to the superintendent search. The board left the meeting with the
agreement to work on the scoring instrument and interview questions.
President Leach is suggesting the board continue its work to finalize decisions on
these two items, by setting another workshop to complete the work.
Potential Motion: I move to schedule a workshop on (date) at (time) to
complete work on the scoring instrument and to further discuss how to proceed
with suggested interview questions.
11-24-13
INFORMATION ITEMS
A. August 2014 Year End Financial Report
B. November 2014 Enrollment Report
C. Board Subcommittee Reports
D. Legislative Update
11-24-14
ADJOURNMENT
Page 4 of 4
Attachment 11-24-4a
LONGVIEW SCHOOL DISTRICT NO. 122
Regular Meeting of the Board of Directors
October 27, 2014
The regular meeting of the Board of Directors of Longview School District No. 122 was held on
Monday, October 27, 2014, at 7:00 p.m., in the Administration Building. Present were:
BOARD MEMBERS:
Jennifer Leach, President
Barb Westrick, Vice President
JD Rossetti
CJ Nickerson
Robbie Alba-Estrada
CABINET:
Sandy Catt
Larry Mayfield
Ken Hermanson
Chris Fritsch
SUPERINTENDENT:
Dr. Greg Kirsch
ASST. SECRETARY:
Holly Pfenniger
Others Present: Ray Clift, Jill Diehl, Larry Mayfield, Phil Suek, Jason Castro, Rich Reeves,
Dena Enyeart, and Brian Mitchell.
CALL TO ORDER AND READING OF MISSION STATEMENT
President Jennifer Leach called the regular meeting to order at 7:00 p.m. and read the mission
statement.
FLAG SALUTE
Mark Morris student Steven Wallace led the flag salute.
The Mark Morris After Hours Jazz Choir sang the national anthem. Choir Teacher Brian
Mitchell reported on upcoming events in the district this fall, winter, and spring where the choir
will be performing.
APPROVAL OF REGULAR MEETING AGENDA
Motion: I move to approve the regular meeting agenda.
Motion by:
Seconded by:
JD Rossetti
Barb Westrick
President Leach called for the vote. Carried.
APPROVAL OF CONSENT AGENDA
Motion: I move to approve the consent agenda
Motion by:
Seconded by:
Barb Westrick
JD Rossetti
President Leach called for the vote. Carried.
Minutes
Board of Directors Regular Meeting
October 27, 2014
The consent agenda contained the following items:
a.
b.
c.
d.
Approval of October 13, 2014, Regular Meeting Minutes
Personnel Report
Warrants
Purchase of Lawn Mower to replace Toro Z Mower
The warrants included the following:
SUPERINTENDENT’S REPORT
Dr. Greg Kirsch reported that he attended a reception for delegates of Wako, Japan. Several
administrators and school board members were in attendance. The Strategic Plan Review
Committee met on Thursday, October 23 to review the strategic plan review process and
discuss the upcoming tour of building sites that will occur on October 28. Dr. Kirsch also shared
the points of pride pamphlet that markets the good things that are occurring in the school
district. The brochure is widely distributed to schools and is made available to the public.
President Leach reported that one of our long serving board members, Dr. Doug O’Connor
passed away this month. Dr. O’Connor was a significant advocate for education. The board
asked the district to send a letter of condolence on behalf of the district.
MARK MORRIS PRINCIPAL’S REPORT
Principal Phil Suek reported that Mark Morris students continue to do well on advanced
placement tests, SAT tests and state tests. Students taking the advanced placement tests are
scoring above national averages, SAT are at the state average and well above the county
average, and in our five tested areas Reading, Writing, Biology EOC and Math EOC 1 and 2 are
all above state average. The school is currently in a three-year growth trend.
Suek noted the freshman year is a pivotal year for high school students. Mark Morris staff
spends considerable time working with freshman to get them off to a good start. Suek noted that
students who drop out their freshman year, often begin thinking of dropping out their sixth grade
Page 2 of 6
Minutes
Board of Directors Regular Meeting
October 27, 2014
year. Staff use “Tips for Success” that includes statements like active learner, persevere,
advocate, do all the assigned work, and understand how high school works. Staff talks to
students about quarters and semesters and how that relates to achieving credits. We
emphasize that at the end of the first quarter students have a grade check and they have time to
improve their grade before they earn a final grade and credit.
Barb Westrick asked if the upperclassmen help with tutoring. Suek noted that upperclassman
can become teacher assistants and help tutor students as part of their assignment.
REQUESTS TO ADDRESS THE BOARD
There was no public comment.
SOCIAL STUDIES CURRICULUM ADOPTION UPDATE
Ken Hermanson reported that the Leadership & Learning Subcommittee asked for an update on
the new social studies curriculum. R.A. Long Social Studies teacher Jason Castro provided an
update on the social studies curriculum adoption that occurred a year ago. Castro reported the
district purchased the Americans and United States Government textbooks published by Holt
McDougal. Each teacher has a classroom set located in the classroom and there are additional
textbooks in the library. The online textbook has been a new option for students who can now
access their books online.
The textbooks support common core standards through critical thinking activities. There is also
an online feature that allows students to research current events that provide students with the
opportunity to connect the dots to historical matters. Online videos are provided in multiple
languages, which is helpful to our English Language Learner groups. So far the textbooks have
had a positive impact.
CJ Nickerson asked whether the Spanish translation of the text has had good reviews. Castro
reported that he has not heard of any problems to date.
Mr. Castro noted the new Chromebook technology has been helpful for students as they help
engage students in learning and provide access to current and historical information. Students
are required to provide both sides of an issue and then debate the issue as a class. The access
to information has impacted the quality of debates.
Gary Walker asked how students get judged on debates. Castro noted that each student is
required to participate twenty times in the debate and are judged on their participation.
RESOLUTION 734 TEMPORARY WAIVER FROM HIGH SCHOOL GRADUATION
REQUIREMENTS
Ken Hermanson reported the new “CORE 24” high school graduation requirements now require
two additional high school graduation credits, beyond what the district currently requires.
Beginning in 2019 the state would like graduates to have 4 English, 3 Math, 3 Science, 3 Social
Studies, 1 Career and Technical Education, 2 Health and Fitness, 2 Arts, 2 World Language
and personalized pathway requirements. This is an increase of 1 Science credit, 2 World
Language credits, 1 Art credit, and a reduction of one elective credit and a .5 Health and Fitness
credit.
Page 3 of 6
Minutes
Board of Directors Regular Meeting
October 27, 2014
Hermanson reported the district will be required to add world language offerings and additional
lab science. This will require more classrooms and additional teachers. Students will now be
required to take 2 lab sciences.
Depending on the pathway the student chooses, some may elect to take the path that requires
no world language or art. Hermanson reported that students will be required to select a path and
classes will align with that path. The challenge will be to make sure that students are counseled
on their options so they do not sign up for classes that do not fit the pathway they select.
To put the requirements in perspective, Hermanson reported that 91 of 205 Mark Morris seniors
have taken three years of science and 126 of 212 seniors at R.A. Long have taken three years
of science. This means that the district, will need to have an additional 200 students take a third
year of science, which equates to eight more classes and two more science teachers.
At this time the high schools offer physical science, biology and chemistry. Students may desire
other options besides the three that are currently offered, so the district will need to study the
options and plan accordingly.
Hermanson noted the state is allowing a waiver for districts to give them time to decide how
best to proceed.
Director Nickerson noted his admiration for the administrators in this district who are working on
this issue, noting that it is another example of federal and state mandates pushed down onto
local districts. He expressed concern that teachers are under the impression the district office is
responsible for all the changes that have been introduced in the last few years; however the
majority of those changes are state and federal mandates the district must comply with.
Nickerson was pleased to know that administrators will be working with teachers to develop a
solution.
Director Westrick reported the Leadership & Learning Subcommittee is supportive of the waiver.
Motion: I move to approve Resolution 734 authorizing the district to apply for a temporary
waiver from high school graduation requirements.
Motion by:
Seconded by:
CJ Nickerson
Robbie Alba-Estrada
President Leach called for the vote. Carried.
REGULAR MEETING DATES FOR NOVEMBER AND DECEMBER 2014
Motion: I move to take from the table the question of whether to cancel the November 10, 2014
and the December 22, 2014 regular meetings.
Motion by:
Seconded by:
JD Rossetti
Barb Westrick
President Leach called for the vote. Carried. The board then proceeded to discuss their options
for these two meeting dates.
Page 4 of 6
Minutes
Board of Directors Regular Meeting
October 27, 2014
After considerable discussion, the board agreed to cancel their regular meetings, but to hold a
workshop to handle work they identified during their retreat in September.
Motion: I move to cancel the November 10 and December 22 regular board meetings.
Motion by:
Seconded by:
Barb Westrick
JD Rossetti
President Leach called for the vote. Carried.
Motion: I move to set a special meeting on November 10, 2014, at 5:30 p.m. for the purpose of
conducting a facilitated workshop to allow the school board time to discuss the superintendent
search criteria priorities and other matters.
Motion by:
Seconded by:
Barb Westrick
CJ Nickerson
President Leach called for the vote. Carried.
INFORMATION ITEMS
October Enrollment Report
Executive Director of Finance Larry Mayfield reported the district’s enrollment numbers are less
than last year.
Board Subcommittee Reports
Nickerson reported the Facilities Advisory Committee met and will bring forward PRAM
recommendations in the near future.
Other
President Leach reported attending the reception for delegates from Wako, Japan, which is a
sister city to the City of Longview. Delegates met with Ken Hermanson, Phil Suek, Rich Reeves
and Travis Rhueter to discuss revitalizing the student exchange program between the two cities
as the Japanese students are eager to visit America. There would be no cost to the district, but
host families would need to be found for the students. The sister city commissioner would
coordinate the student exchange program.
ADJOURNMENT
With no further business to come before the board, Leach adjourned the meeting at 8:48 p.m.
Jennifer Leach, President
Barb Westrick, Vice President
Page 5 of 6
Minutes
Board of Directors Regular Meeting
October 27, 2014
CJ Nickerson
JD Rossetti
Roberta Alba-Estrada
Attest: Secretary
Date Minutes Approved
Page 6 of 6
Attachment 11-24-4b
LONGVIEW SCHOOL DISTRICT NO. 122
Special Meeting of the Board of Directors
November 10, 2014
The special meeting of the Board of Directors of Longview School District No. 122 was held on
Monday, November 10, 2014 at 5:30 p.m., in the Administration Building. Present were:
BOARD MEMBERS:
Jennifer Leach, President
Barb Westrick, Vice President
JD Rossetti
CJ Nickerson
Roberta Alba-Estrada
CABINET:
Sandy Catt
Larry Mayfield
Ken Hermanson
Chris Fritsch
SUPERINTENDENT:
Dr. Greg Kirsch
Others Present: WSSDA Consultant Colleen Miller and citizen Gary Walker.
CALL TO ORDER
President Jennifer Leach called the special meeting to order at 5:30 p.m.
APPROVAL OF PERSONNEL REPORT
Motion: I move to approve the personnel report.
Motion by:
Seconded by:
Barb Westrick
CJ Nickerson
President Leach called for the vote. Carried.
WORKSHOP
Facilitator Colleen Miller facilitated a workshop on group decision making and reaching
consensus and prioritizing desired qualities of superintendent candidates.
The board agreed that honesty and accountability were the two top qualities they are looking for
in a candidate. Other priorities included a record of successful administrative and financial
management skills, strong instructional leadership skills, as well as strong communication and
strategic planning skills. The ability to involve district staff and the community in collaborative
projects was also important to the board.
ADJOURNMENT
With no further business to come before the board, President Leach adjourned the special
meeting at 9:00 p.m.
Minutes
Board of Directors Special Meeting
November 10, 2014
Jennifer Leach, President
Barb Westrick, Vice President
CJ Nickerson
JD Rossetti
Robbie Alba-Estrada
Attest: Secretary
Page 2 of 2
Attachment 11-24-4c
Memorandum
Date:
November 24, 2014
To:
Board of Directors of the Longview School District
From:
Superintendent Gregory Kirsch
(Prepared by Chris Fritsch, Assistant Superintendent)
Personnel Report
Subject:
CLASSIFIED PERSONNEL
The following items are recommended for Board approval:
New Hire
Kathy Campton
Wanda Hamm
Katherine Holland
James McBride
Kelly Parvas
Shannel Spenker
Position
Paraeducator
Paraeducator
Kitchen Helper
Paraeducator
Paraeducator
Paraeducator
Location
Columbia Heights
Olympic
Cascade
Robert Gray
Olympic
Northlake
Date
10/27/2014
10/27/2014
11/03/2014
11/10/2014
11/03/2014
11/03/2014
Hourly Rate
$12.75
$12.75
$12.39
$12.75
$12.75
$12.75
CERTIFICATED PERSONNEL
The following items are recommended for Board approval:
Appointments
All appointments are subject to registration of a valid Washington State Teaching Certificate and verification of required
endorsement(s) and highly qualified status documentation. Salary placement is subject to verification of all educational credits
and certificated experience.
Lorna Michelle Hutcheson is recommended for appointment to the position of Kindergarten Teacher at
Kessler. Ms. Hutcheson has worked as a substitute teacher for Three Rivers Christian School and
Darrington and Longview School Districts. She holds a Bachelor of Science from Liberty University and
a Master of Education from Grand Canyon University. It is recommended that she be placed on the
2014-15 State Salary Schedule at VIII-0 for a total contract of $48,267.12.
Colleen Yang is recommended for appointment to the position of Special Education Resource Teacher
at Mint Valley. Ms. Yang has worked as a substitute teacher for Chehalis, Onalaska, Yelm, Tumwater,
Tenino, North Thurston, Huerfano, and Longview School Districts. She holds a Bachelor of Arts from
cfritsch\\lvmc-home-01\home$\hpfenniger\my documents\lharper\1word6 doc\current board agenda\11.24.14 agenda docs\11
24 2014 personnel report (2).doc\
Biola University and a Masters of Education from Grand Canyon University. It is recommended that
she be placed on the 2014-15 State Salary Schedule at VII-0 for a total contract of $30,777.94.
Supplemental Contracts
Name
Charles Fleming
Department
Technology Club Advisor
Building
Mark Morris
FTE
1.00
Stipend
$ 1,280.00
cfritsch\\lvmc-home-01\home$\hpfenniger\my documents\lharper\1word6 doc\current board agenda\11.24.14 agenda docs\11
24 2014 personnel report (2).doc\
Attachment 11-24-4e
Longview School District Contracts and Personal Service Agreements
November 24, 2014
Contracts
Purchase Order No.
Vendor
Western Governors University
Fund
n/a
Student Teaching Agreement
Basic Education
n/a
USC Rossier
n/a
Student Teaching Agreement
Basic Education
1021500070
Cowlitz Regional Conference Center
GEN
Facilities and services for annual Art show
n/a
Description
1101500007
University of OR
GEN
Positive Behavioral Interventions and Support Evaluation System ‐ Internet Access Subscription
n/a
Piper Jaffray
n/a
Underwriting services
1021500058
Toutle River Ranch DBA Youth and Family Link
GEN
1641500107
Beeline Tours
Department/ School
Amount
Start
Ends
n/a
n/a
10/27/2014
Open until Terminated
n/a
n/a
10/27/2014
6/30/2015
$915.00 5/11/2015
5/14/2015
District Visual Arts 0501
District Assessment
0154
$1,000.00 11/4/2014
11/4/2015
Finance
n/a
n/a
11/6/2014
Open until Terminated
Cascade Afterschool Program (CAP)
21 Century New Apps
5210
$66,903.00 6/1/2014
8/31/2015
GEN
Charter Bus ‐ Varsity Football
Extracurricular Transportation
0401
$1,613.50 11/7/2014
11/7/2014
Amount
Start
Ends
Personal Service Agreements
Purchase Order No.
Vendor
Fund
Description
Department/ School
1021500037
Diane Hofsetter Taylor
GEN
Piano Maintenance
District Music
0502
$4,500.00
9/22/2014
7/31/2015
1431500021
Schuh & Associates
GEN
Nurse's duties at Cispus Outdoor School
Basic Education
0100
$583.04
9/23/2014
9/26/2014
4661500135
Hilo Bay Sound
ASB
Music and light show for Fall Tolo at MM.
Leadership
4085
$350.00
10/25/2014
10/25/2014
4641500102/
4641500141
Hilo Bay Sound
ASB
Music for multiple dances
$1,400 ($350/dance)
9/26/2014
2/1/2015
4661500141
Mobile Mic Entertainment
ASB
3015
$400.00
10/17/2014
10/17/2014
1101500035/
110150036
Community Caring Project (dba Parents Place)
GEN
5115/
5100
$27,023.00
10/1/2014
5/29/2015
2014 Contracts LM
Leadership/Class 4085/2
of 2016
016
Music for after game dance at Class of 2015
MM
Provide sessions of Read and Play Prent Education Groups at Parent Inv (Title)
SH, MV, and Olympic in addition to screenings three times/year. 11/10/2014 1:06 PM
Attachment 11-24-4f
Memorandum
Date:
November 24, 2014
To:
Board of Directors of the Longview School District
From:
Superintendent Greg Kirsch
(Prepared by Sandy Catt, Director of Communications and Technology)
Subject:
Final Acceptance - Wi-Fi Preparation Project
Background: As part of the Wi-Fi coverage project undertaken this summer, improvements were
required at Main Distribution Frame (MDF) rooms and Intermediate Distribution Frame (IDF) rooms at
nine of our schools. Work ranged from minor to extensive depending on the building. This was a topic
at the April 28, 2014 and the May 12, 2014 Finance Facilities and Technology Committee meetings.
Following solicitation of quotes, this work was awarded to Busack Electric on June 9, 2014.
Project
Change Orders
Total Project Cost
$45,703
$
0
$45,703 Excluding taxes
The contractor completed all work associated with the contract by August 19 and provided
commendable service to the district.
The Technology and Capital Projects levy approved by Longview voters provided funds for this project.
Recommended Motion: I move to approve the final acceptance of the Wi-Fi preparation project and
authorize the final payment.
cfritsch\\lvmc-home-01\home$\hpfenniger\my documents\lharper\1word6 doc\current board agenda\11.24.14 agenda docs\memo final acceptance wifi
infrastructure-busack.doc\
Attachment 11-24-4g
Memorandum
Date:
November 24, 2014
To:
Board of Directors
From:
Gregory Kirsch, Superintendent
(Prepared by Chris Fritsch, Assistant Superintendent)
Subject:
Final Acceptance - Pavement Improvement Projects
Background: The District has completed all of the pavement improvement projects for the Longview
School District as part of the 2014 PRAM budget which was approved by the Board on May 19, 2014.
The PRAM Projects Fund budget was used to fund this project:
Bid Award
Change Orders
Total Project Cost
$362,308.68
$20,570.88
$382,879.56
includes taxes
includes taxes
The contractor, Five Rivers Construction, has completed all work associated with this contract. Collins
Architectural Group, PS, has reviewed and recommends final acceptance of the project.
Recommended Motion: I move to accept the pavement improvement projects as presented and
authorize final payment.
Attachment 11-24-6
Memorandum
Date:
November 24, 2014
To:
Board of Directors of the Longview School District
From:
Superintendent Dr. Gregory Kirsch
(Prepared by Jean Merritt, Mint Valley Principal)
Subject:
Mint Valley Principal’s School Report
Background: Principal Jean Merritt will highlight the extended day clubs currently at Mint Valley: Math
Club and Science Club. These clubs challenge learners to deepen their math, science and study skills,
tap into their natural curiosity about our world and promote parent involvement. Special focus will be
given to our 2014 Mint Valley Science Team who recently participated in the Southwest Washington
Science Olympiad at Clark College.
Proposal: No action needed. Information only.
Attachment 11-24-8
Memorandum
Date:
November 24, 2014
To:
Board of Directors of the Longview School District
From:
Superintendent Greg Kirsch
Subject:
Strategic Plan Review Committee Final Report and Site Action Plans for 201415
Background: The 21st annual review process on the Strategic Plan was held on October 28, 2014.
The Strategic Plan Review Committee members met to review the site plans submitted by the schools
and departments and followed up with tours of each.
The Strategic Plan Review Committee met to complete the review process for all school sites. Fifteen
school sites presented information about their accomplishments, challenges, and proposed plans. A
writing subcommittee of the Strategic Plan Review Committee wrote the Strategic Plan Review
Committee Final Report based on feedback from the entire committee.
Proposal: The Superintendent recommends the Board review, discuss, and approve the 2014
Strategic Plan Review Committee’s Final Report to the Board and approve the school improvement
plans as reviewed by the Strategic Plan Review Committee.
Recommended Motion: I move to approve the 2014 Strategic Plan Review Committee’s Final Report
and the school improvement plans as reviewed by the Strategic Plan Review Committee.
Attachment 11-24-8
LONGVIEW SCHOOL DISTRICT
STRATEGIC PLAN REVIEW COMMITTEE
FINAL REPORT 2014-15 SCHOOL YEAR
Members of the Committee
Community:
Don Wiitala
Jennifer Keene
Gary Walker
Ray Van Tongeren
Jennifer Plough
LEA:
Christine Duell
Dena Enyeart
SEIU:
Rhonda Nofsinger
Administration:
Noma Hudson
Lacey Griffiths
Mike Mendenhall
Greg Kirsch
LCPEA
Angela Skaugset
Introduction
The Longview School District - Strategic Plan Review Committee summary provides an
overview of the district’s continuing efforts in the 2014 - 2015 school year to meet the
goals and objectives of the district’s strategic plan. The Nine characteristics of highperforming schools were used to organize information and establish a pathway for
future success. These characteristics are: Clear and Shared Focus, High Standards and
Expectations, Effective School Leadership, High Levels of Collaboration and
Communication, Curriculum, Instruction and Assessment Aligned with Standards,
Frequent Monitoring of Teaching and Learning, Focused Professional Development,
Supportive Learning Environment, and High Levels of Community and Parent
Involvement. Each of the nine sections includes observations and recommendations by
the Strategic Plan Review Committee based upon these nine characteristics.
Clear and Shared Focus
Observations:
• Each building/department is focused on student achievement.
• Building plans shared with teachers
• Evidence of great rapport between administrators, staff and students as they
strive for success
• Staff community building exercises happening in many buildings
• All (bus drivers, custodians, food service, etc.) work to make students successful
Recommendations:
• Share building plans with students (secondary) and parents (all).
High Standards and Expectations:
Observations:
• Use of Common Core State Standards and learning targets
• High academic standards
• Increased graduation rates
• Increased use of technology (Chromebooks, saturated WIFI, CAD/CAM, robotics,
engineering courses) to prepare students for college/work
• Effective use of time (i.e. students reciting learning as they walk from one room
to another, teaching bell to bell)
• The Transportation Department increased its efficiency rating from 92.7% to
100% by eliminating unfunded bus routes.
• A long history of perfect OSPI safety inspections of our bus fleet
Recommendations:
• Continue to purchase/maintain quality technology.
• Continue with the implementation of Journeys combined with technology
support.
• Continue to work on increasing the graduation rate.
• Search for ways to adequately staff the maintenance and transportation
departments
• Keep using the approach that has led to good safety inspections and cost savings
at MOTF.
Effective Leadership
Observations:
• Principals/Managers doing more with less
• Principals involving teachers, students and parents to meet needs
• Many schools have positive, enthusiastic leadership
• Shared leadership—strong teachers in the right positions (instructional coaches,
LAP and Title1 instructors)
• Walk throughs and formal evaluations used to improve instruction, rather than
just as a final evaluation tool
• MOTF shift to “in house” work that saves the district costs that would be
otherwise contracted on
Recommendations:
• Provide more support (dean of students, assistant principals) for each
elementary school.
• Principals continue to provide leadership roles for their staff.
High Levels of Collaboration and Communication
Observations:
• Support services (tech., food services, etc.) collaborating to support teachers and
students while keeping up with changing laws and requirements.
• The district shares its training lab with other districts in the area.
• PLC time provides staff with the opportunity to collaborate.
• School to school and district to district communication for our highly mobile
student population
Recommendations:
• The nutrition department should continue to ask for student input.
• Continue to work with ESD 112 to update the phone system.
• Continue with PLCs.
Curriculum, Instruction and Assessment Align with Standards
Observations:
• The use of curriculum, instructional strategies, and assessment to reach all
students, and target sub groups of students.
• Some schools are using standards-based grading
• Schools preparing for the change in state testing (MSP/HSPE to SBAC)
• The addition of a life skills program at the elementary level
Recommendations:
• Make Broadway a 12 month program, rather than 9 months, so students don’t
lose ground, or at the very least, have ESY (Extended School Year—summer
school) for every child at Broadway.
• Continue the rigor (all schools) and specifically AVID and GRIT (R. A. Long).
• Do the positive attributes of the shuttle bus (more classes available) outweigh
the loss of learning time? (high schools)
• The Special Education Department should continue advocating for materials and
providing training to resource room teachers/paras as it will lead to improved
instruction.
• Fill the gaps in Special Education—no life skills programs at the middle school,
and no behavior intervention programs at the secondary level
Frequent Monitoring of Teaching and Learning
Observations:
• Principals are in classrooms more.
•
•
•
Principals are trained to coach the teachers they evaluate, and use the
GoObserve program to provide timely feedback to teachers.
Instructional coaches at the middle school and Literacy Specialists at the
elementary level have provided teachers with more support in understanding
content and learning new material.
Mentor teachers are providing support to a growing group of new teachers
Recommendations:
• Provide assistance for elementary principals so they can focus more of their time
in the classroom monitoring teaching and learning, and less time on discipline
and attendance.
• Provide support personnel based on the needs of students, not on the number
of students in the building.
Focused Professional Development
Observations:
• Leadership and Learning and technology departments providing focused staff
development (mostly after school)
• Many schools doing their own PD and book studies.
Recommendations:
• Continue training for those teachers in the co-teach model.
• Continue to find ways to provide staff PD without taking teachers out of the
classroom.
• Continue with PD that focuses on the issue of poverty and methods for reaching
the students affected by it.
• Ensure that paraeducators receive the PD necessary to meet the needs of the
subgroups of children for which they provide instruction (instructional strategies
as well as specific curricular training)
Supportive Learning Environment
Observations:
• Push-in and Pull-out methods to focus instruction for set groups of children.
• There is a high level of enthusiasm and buy in by teachers.
• Many schools used “creativity” in putting together their schedules to reach
target groups of children. (block schedules, co-teaching, etc.)
• Many schools have students in leadership roles
• On Track working to keep kids focused on the end result: graduation and beyond
• Teachers are constantly working to change and improve instruction while
overcoming all of the challenges that get in the way.
•
•
•
Students are engaged in learning at all levels
Schools are clean
The addition of a Literacy Specialist (2 now per building) and the new math
specialist provide much needed support in reading, writing and math to
elementary teachers
Recommendations:
• Need more Guidance, TOSAs and support staff at the middle school level.
• Take a look at school boundaries with an eye toward poverty, cultural diversity,
and travel time.
• Prioritize the PRAM list to ensure safe, clean learning environments for all
students.
• Schools need to share their innovative scheduling with each other.
High Levels of Community and Parent Involvement
Observations:
• Many schools shared the success of parent involvement initiatives.
• Parent involvement in site-based teams (some buildings)
• Spanish-speaking parent night—Northlake, and providing translators for parent
activities at other schools
• Schools and the district are reaching out by using social media (Facebook,
Twitter, Pinterest, and teacher/school/district websites)
• Schools are reaching out to their neighborhoods (i.e. parent
meetings/conferences held off school grounds)
• The establishment of a district Homeless Committee
• Rapport building with students and families is improving effort in students and
showing an increase of parent involvement in Family Night activities.
Recommendations:
• Ensure that the Strategic Plan Review Committee has enough community
members with a focus on stakeholders: parents as members.
• Schools need to focus on good PR so the community knows the positive things
that are happening in our schools, rather than having it mostly come from the
district office.
• Work on the image of schools in our district (i.e. Mark Morris vs R. A. Long).
• Continue to provide opportunities for ELL parents to be part of the greater
learning community.
• Ensure that every site base team has parent representation.
• Reconvene the committee mid-year to discuss follow up to the
recommendations.
• Rotate SPRC members each year so they can see different buildings/sites.
Summary/Conclusion
The Strategic Plan Review Committee provides an opportunity to see all aspects of a
school district sharing their mission and commitment to education. The face of
education to the community is the buildings, and for families it is the teacher(s)
responsible for their child’s learning. This year’s process gave committee members a
chance to get into schools and actually see what the successes and challenges really are,
rather than have schools prepare a ten-minute share out on their successes and
challenges.
All buildings shared a strong desire and commitment to do what is necessary to make
sure students succeed in school and beyond. Although challenges such as high poverty
and mobility rates, rising ELL (English Language Learner) and SPED (Special Education)
populations still exist, each team demonstrated a commitment to the mission of student
learning without excuse. It takes every one of the employees of the district working
together to uphold and support our mission:
Ready to Learn, Ready for Life, Together We Aspire and Achieve
Challenging work lies ahead for all departments in the Longview School District.
Economic realities in the region continue to create challenges for all, and the staff in
Longview are describing how a team comes together to meet these challenges head on
and with great success. This committee would like to thank all members of the district
for getting the job done for each of the children coming eager to learn and grow; you
are Creating the Future Today!
Attachment 11-24-9
Memorandum
Date:
November 24, 2014
To:
Board of Directors
From:
Gregory Kirsch, Superintendent
Prepared by Mary Carr-Wilt, Director of Title I, Title III, LAP, Early Education
Subject:
Procedure 4130 Title I Parental Involvement
Background: Procedure 4130 - Title I, Part A requires that parents review the district policy and
procedures for parent involvement and recommend suggested changes annually. A Title I Parent
Involvement meeting was held November 5, 2014. It was the consensus of the parents that Procedure
4130 be updated to reflect the array of technology available to students today and to align with
terminology used in the pediatric community. Given this feedback, staff is recommending a change to
the procedure to indicate the ways in which parents will be responsible for supporting their children’s
learning.
Proposal: The Superintendent recommends the Board review and discuss Procedure 4130 as
presented in a first reading. Board policy allows for the adoption of revisions to a procedure during a
first reading.
Recommended Motion: I move to approve revisions to Procedure 4130.
Procedure No. 4130P
Title I Parental Involvement
The superintendent or designee shall ensure that the district’s Title 1 parent involvement policy,
plan and programs comply with the requirements of federal law.
An annual district level meeting of parents of participating Title 1 students shall be held to
explain the goals and purposes of the Title 1 program. Parents shall be given the opportunity to
participate in the design, development, operation and evaluation of the program. Parents shall be
encouraged to participate in planning activities to offer suggestions, and to ask questions
regarding policies and programs. Distribution of the district’s parent involvement policy will
occur.
School level parent meetings shall be held at various times of the day and evening. At these
meetings, parents shall be provided:
A. information about programs under Title 1;
B. description and explanation of the curriculum in use, the forms of academic assessment used
to measure student progress, and the proficiency levels students are expected to meet;
C. opportunities to formulate suggestions and to participate, as appropriate, in decisions relating
to the education of their children; and
D. opportunities to submit parent comments about the program to the district level.
The superintendent or designee will assist schools receiving Title I funds with the following
shared responsibility for high student achievement.
Each school in the district receiving Title 1 funds shall jointly develop with parents of students
served in the program a school-level strategy outlining the manner in which parents, school staff
and student share responsibility for improved student achievement in meeting academic
standards. The school-parent compact shall:
A. describe the school’s responsibility to provide high quality curriculum and instruction in a
supportive and effective learning environment enabling students in the Title 1 program to
meet the district’s academic standards;
B. indicate the ways in which parents will be responsible for supporting their children’s
learning, such as monitoring attendance, homework completion, and daily screen time
television watching; volunteering in the classroom, and participating, as appropriate, in
decisions related to their child’s education and positive use of extracurricular time; and
C. address the importance of parent-teacher communication on an ongoing basis through, at
minimum, parent-teacher conferences, frequent reports to parents, and reasonable access to
staff.
Longview School District
Page 1 of 2
Procedure No. 4130P
Building capacity to ensure effective involvement of parents and to support a partnership among
school, involved parents, and community to improve student academic achievement each school,
with district support, shall:
A. assist parents, as appropriate, in understanding academic content standards and Title I
requirements and assessment;
B. provide materials and training to help parents work with their children to improve
achievement;
C. with the assistance of parents, educate site and district personnel in the value and utility of
contributions of parents and how to reach out and engage parents as equal partners;
D. to the extent practicable and appropriate, coordinate and integrate parent involvement
programs and activities with Head Start, home instruction programs for preschool
youngsters, the parents as teachers’ program, and public preschool and other programs;
E. ensure that information related to school and parent programs and other activities is sent to
parents in a format, and to the extent practicable, in a language that parents can understand;
and
F.
provide other reasonable support for parental involvement activities as parents may request,
including parents of limited English proficiency, parents with disabilities, and parents of
migratory children and families experiencing homelessness.
Legal Reference:
20 U.S.C. 1118
Initially Adopted: December 15, 2003
Adopted: October 12, 2009
Amended: November 25, 2013
Amended: (date)
Longview School District
Page 2 of 2
Attachment 11-24-10
Memorandum
Date:
November 24, 2014
To:
Board of Directors
From:
Dr. Greg Kirsch, Superintendent
Prepared by Chris Fritsch, Assistant Superintendent and Troy Lomax, Facilities Manager
Subject:
PRAM 2015 Proposal
Background: The Facility Advisory Committee (FAC) has presented to the Board each year a
recommended list of capital projects to be addressed for the upcoming year. Typically these projects
are completed during the summer months. The goal each year is to have a recommendation to the
Board by November so that if the Board approves, the projects can go out for competitive bidding in a
timely manner thus ensuring the best possible bids for each project.
Proposal: The Facility Advisory Committee reviewed, discussed and came to consensus on the
following documents that accompany this memo. At the September 24, 2014 meeting the FAC
reviewed and discussed the work of Facility Manager Troy Lomax. At its meeting on October 22, 2014,
the FAC discussed and came to consensus on the projects to bring forward to the Board for
consideration.
Document #1 - PRAM Priority Spreadsheet contains an analysis of the systems within each building.
Systems were rated and approximate costs for replacement of each system were affixed. The items
deemed “unsatisfactory” or “poor” were highlighted and recommended by Mr. Lomax for serious
consideration by the FAC. In addition, Mr. Lomax identified other projects that were worthy of attention
for the 2015 cycle.
Document #2 - Revised 5-Year Funding Plan identifies projects by system and priority. Projects
were then scheduled over the next five years. The items highlighted in yellow and in the column
labeled 2015 are the projects that are being recommended to the Board.
Document #3 - 2015 PRAM Pre-bid Estimate identifies projects that are recommended to occur in
2015 and identifies the estimated costs to complete the projects being recommended.
Recommendation: The Facility Advisory Committee recommends the projects identified in document
#3 be approved by the Board for completion as the PRAM Capital Projects for 2015.
Motion: I move to approve the 2015 PRAM projects as presented.
Facility
Administration
Built - 1966
Broadway Learning Center
Built - 1947
Business Office
Built - 2005
Cascade Middle School
Remodel - 2005
Central Kitchen
Built - 1966
Columbia Heights Elem
Built - 1967
C.V.G Elementary
Built - 1981
Harding (On Track Program)
Built - 1963
Kessler Elementary
Remodel - 2012
Mark Morris High School
Remodel-1989
Mint Valley Elementary
Built - 1969
Monticello Middle School
Remodel - 2006
MOTF
Built - 1968
Mt Solo Middle School
Built - 2003
Northlake Elementary
Built - 1953
Olympic Elem School
Built - 1946
RA Long High School
Remodel - 1984
RA Long Annex
Remodel - 1985
Robert Gray Elementary
Built - 1997
St Helens Elementary
Built - 1997
Warehouse
Built - 1947
Stadium
Built - 1973
Totals
Condition Ratings:
Roofing
Condition - F
$61,530.00
Condition P-U
$224,000.00
Condition - G
$84,763.00
Condition - F
$581,497.00
Condition - G
Condition - G-F
$226,247.00
Condition - U
$285,187.00
Condition-F
$67,669.00
Condition - G
$391,496.00
Condition $1,218,973.00
Condition - F
$276,934.00
Condition - G
$673,000.00
Condition- F
$260,750.00
Condition - E
$535,255.00
Condition - P
$208,852.00
Condition - F-P
$283,360.00
Condition - G
$679,427.00
Condition - F
$48,510.00
Condition - G
$324,387.00
Condition - F
$203,000.00
Condition - G
Condition$6,634,837.00
Last
Repl
2000
Main
2012
Pool
2006
2013
Paving &
Concrete
Condition - U
$328,191.00
Condition - U
$30,000.00
Condition - G
$4,800.00
Condition - G
$47,184.00
Included-RA
Long
Condition - F
$33,775.00
Condition - F
$54,094.00
Included-RA
Long
Condition - F
$50,470.00
Condition - F
$477,280.00
Condition - G
$10,000.00
Condition-F
$55,000.00
Condition - F
$232,233.00
Condition - E
$64,266.00
Condition - F-P
$527,050.00
Condition - F
$219,431.00
Condition - F
$194,429.00
Included
Stadium
Condition - G
$24,262.00
Condition - E
$14,751.00
Included
RA Long
Condition - U
$65,743.00
$2,432,959.00
Last
Repl
HVAC
Controls
Last
Repl
HVAC
Equipment
Condition - U
Condition - U
Condition - U
pneumatic
Condition - F
Condition - U
Condition - F-G
$239,215.00
Condition - U
pneumatic
Condition - F
$87,267.00
Condition - F
$110,000.00
N/A
Condition - F
2005
Condition F-G
Condition - U
Fire Alarm
Condition - F
$17,580.00
N/A
$63,648.00
Condition - G
$24,218.00
Condition - G
$212.63
N/A
Condition - F-P
$130,521.00
Condition -F-P
$107,737.00
N/A
Condition - G
Condition - P
Condition - P-U
$62,000.00
Condition - F
$80,942.00
Condition - F
$19,334.00
Condition - G
$133,448.00
Condition - P-U
$420,000.00
Condition - G
$79,124.00
Condition - F
$286,581.60
N/A
$70,718.00
Condition - G
$183,516.00
Condition - G
$59,672.00
Condition - G
$80,960.00
Condition-F-P
$320,940.00
Condition - F
$13,248.00
Condition - F
$96,682.00
Condition - G
$79,536.00
N/A
N/A
Condition - F
Condition - F
Condition - U
$180,155.00
Condition - F-P
$470,175.00
Condition - F
$106,817.00
Condition - F
$332,404.00
N/A
Condition - F
$206,406.00
Condition -P
$80,560.00
Condition -F
$109,306.00
Condition-E
$440,000.00
N/A
Condition F-G
Last
Repl
Condition - F
2002
1998
Replace System
$125,000.00
Condition - F
Condition - U
Condition - F
Condition - G
Condition - P
Condition - F-P
Condition - F
Condition - F
2014
$2,600,563.00
Condition - F-P
Condition - U
Condition - G
$125,000.00
Last
Repl
1999
2005
1998
2011
1997
1997
$2,092,360.23
Electrical
Last
Repl
Plumbing
Last
Repl
Boilers
Last
Repl
Condition - F
Condition - F
N/A
Condition - U
Condition - F
Condition P-U
Condition - G
Condition - G
N/A
Condition - G-F
Condition - G
Condition - G
Condition - P
Condition - G
Condition - P
Condition-F-P
Condition - F
N/A
Condition - F
Condition - F
N/A
Condition-F-P
Condition - F
N/A
Condition - G
Condition - F
N/A
Condition-F-P
D Wing - P
Condition-F-P
Condition - F
Condition F-P
$1,350,000.00
N/A
Condition - G
Condition - G
Condition - G
Condition-F-P
Condition - G
N/A
Condition - G
Irrigation - P
Condition - G
Condition - G-F
Condition - P
Condition - G
Condition - G-F
Annex & Gym - P
Condition - G
Condition-F-P
Drain-P
Condition - E
Condition-F-P
Condition - P
N/A
Condition - G-F
Condition - G
Condition - G
Condition - G-F
Condition - G
Condition - G
Condition-F-P
Condition - F
N/A
Condition - F
Condition - F
Condition-F-P
$17,000.00
$1,367,000.00
Carpet
Last
Repl
Security
Systems
Last
Repl
Condition - F
$42,150.00
N/A
Condition - F
$33,945.00
Condition - F
$209,800.00
N/A
Condition - P
$109,390.00
Condition - P
$128,810.00
Condition - P
$32,495.00
Condition - G
$217,425.00
Condition - F
$259,060.00
Condition - F-P
$1,374,000.00
Condition - F
Access Control
$22,500.00
Condition P
$6,205.00
Condition $140,240.00
Condition - P
$83,060.00
Condition - P
$116,400.00
Multiple Types
Access Control
$22,500.00
$0.00
$0.00
F Fair Condition - 11% - 38% of replacement cost to bring it to like new condition
Condition $33,120.00
Condition-P-U
$161,370.00
Condition-F
$127,215.00
N/A
N/A
$0.00
$45,000.00
Grand Total
E Excellent Condition - 0% replacement cost to bring it to like new condition
G Good Condition - 10% or less of replacement cost to bring it to like new condition
Priority
Roof
Paving &
Concrete
HVAC
Controls
HVAC
Equipment
1
RA Long
$95,000.00
Bus Garage
Monticello
$55,000.00
Broadway
Kessler
$180,155.00
Robert Gray
Harding
$125,000.00
R.A.L. Woodshop
Mark Morris
$420,000.00
Columbia Heights
$130,521.00
Northlake
$80,560.00
St Helens
$107,737.00
$27,000.00
$64,000.00
2
3
4
5
Totals
$112,618.00
CVG
$285,187.00
Mark Morris Robotics
$19,000.00
$30,000.00
Administration
$328,191.00
RA Long
$194,429.00
$15,297,719.23
P Poor Condition - 38% - 70% of replacement cost to bring it to like new condition
U Unsatisfactory - Due for Replacement
North Lake
Olympic
Olympic
$208,853.00
$219,431.00
$109,306.00
$720,658.00
$607,620.00
$608,279.00
$152,000.00
Fire Alarm
$484,000.00
Electrical
Plumbing
Carpet
Mark Morris
$1,350,000.00
Stadium
Robert Grey
$161,370.00
Columbia Heights
$22,500.00
$109,390.00
$22,500.00
$17,000.00
$0.00
$0.00
Security
Systems
Boilers
$1,367,000.00
$270,760.00
RA Long-Access
Monticello-Access
$45,000.00
Grand Total
$4,255,317.00
P.R.A.M. & Capital Levy Projects 5-Year Funding Plan 2015-2019
Assumes Capital Levy is Renewed by the Voters
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Item
District wide
District wide
District wide
District wide
MOTF
R.A. Long
R.A. Long
C.V.G. Elem
Harding BLDG
Harding BLDG
Northlake Elem
Robert Gray Elem
Monticello MS
Columbia Heights
Broadway Learning
Cascade Middle
Description
Estimate
2015
2016
2017
Roof fall protection
$170,400
$15,000
$33,900
$33,000
Fire Alarm Update/Replacement
$827,000 $420,000
$62,000 $100,000
Install new HVAC control system
$608,279 $180,155 $130,521
$80,560
Pavement improvement
$1,470,422 $190,000 $332,991 $369,431
Bus Garage - Replace Built Up Roof
$102,986 $102,986
New Single Ply Roof Woodshop/Boiler
$95,000
$95,000
Dry Rot Repair & Seal Coping Stone
$35,000
$35,000
Replace Built-up Roof/Remove Solar
$335,187
$335,750
Repair/Replace HVAC System
$125,000
$125,000
Replace comp. roof 26,500 sq. ft./Gutters
$80,000
$80,000
Roof Replacement
$208,852
$208,852
Replace Carpet
$161,370
$161,370
Monticello Roof/Remaining
$325,000
Replace Carpet
$109,390
Replace Roofing
$224,000
Replace Roofing
$255,000
Subtotal High Priority Projects $5,132,886
Total Projects Funded 2013-2017 $5,132,886 $1,038,141 $1,020,162 $1,033,213
Contingency allowance - 10%
$513,289 $103,814 $102,016 $103,321
Architectural/engineering fees
$350,000
$55,000
$70,000
$70,000
Project mgmt. fees
$96,000
$16,000
$20,000
$20,000
Totals $6,092,175 $1,212,955 $1,212,178 $1,226,534
Projected funds available $6,070,625 $1,214,125 $1,214,125 $1,214,125
Summary funded by category:
Roof replacements
Pavement restoration
Roof fall protection
Fire Alarm System
Controls upgrades
Carpet replacements
Total
$1,661,025
$1,470,422
$170,400
$827,000
$608,279
$270,760
$5,132,886
32.36%
28.65%
3.32%
16.11%
11.85%
5.28%
100.00%
2018
$33,500
$145,000
$107,737
$300,000
2019
$55,000
$100,000
$109,306
$278,000
$325,000
$109,390
$224,000
$255,000
$1,020,627 $1,021,306
$102,063 $102,131
$70,000
$70,000
$20,000
$20,000
$1,212,690 $1,213,437
$1,214,125 $1,214,125
2015 PRAM Projects Requi
Approval
Facility Advisory Committe
Reevaluate Project Priority
2015 P.R.A.M. & Capital Levy Projects (Pre Bid Estimate)
Location
R.A. Long high
R.A. Long high
MOTF (Bus Garage)
Mark Morris High School
Kessler Elementary
Monticello Middle School
R.A. Long high
Broadway
Description
Single Ply Roof and Fall Protection
Wood Shop/Boiler Room
Dry Rot Repair & Coping Stone Sealing
Replace Roof & Fall Protection
Replace/Repair Fire Alarm System
Replace HVAC Controls
Seal Coat and Pavement Repairs
Asphalt & Concrete Repair
Parking Lot Repair
Pre Bid Estimate
$110,000.00
$35,000.00
$102,986.00
$420,000.00
$180,155.00
$55,000.00
$105,000.00
$30,000.00
Subtotal 2014 Projects
$1,038,141.00
Contigency Allowance
Architectural / Engineering fees
Project mgmt fees
Total
$103,814.10
$55,000.00
$16,000.00
$1,212,955.10
Summary by category
Roof Repairs
Fire Alarm Update/Replacement
HVAC Controls
Concrete & Pavement
Total
Scope Amount
$247,986.00
$420,000.00
$180,155.00
$190,000.00
$1,038,141.00
Scope %
23.89%
40.46%
17.35%
18.30%
100.00%
Attachment 11-24-11
Memorandum
Date:
November 24, 2014
To:
Board of Directors
From:
Dr. Greg Kirsch, Superintendent
Prepared by Chris Fritsch, Assistant Superintendent and Troy Lomax, Facilities Manager
Subject:
Revised PRAM 2014 Contract - Roofing
Background: In order to complete roofing projects, address unforeseen issues associated with the
Monticello roof project and the R. A. Long roof project, and to stay within the PRAM budget, the bus
garage roof project was delayed and not addressed in the current year as planned. The District and
Pacific Tech Construction agreed to delay the bus garage roof project until the summer of 2015. This
change in plans required a change order and a revised contract.
Recommendation: Staff recommends approval of the change order and the contract for services. By
approving both the change order and the revised contract with Pacific Tech Construction, the District
will have completed all other aspects of the proposed roofing projects for 2014, while at the same time
extending the timeline for the bus garage project that had originally been approved as part of the 2014
PRAM projects. Again this move has been reviewed by legal counsel and allows the 2014 projects to
come in on budget.
Recommended Motion: I move to approve the 2014 PRAM Roofing Change Order for the Bus
Garage project and the revised contract between the Longview School District and Pacific Tech
Construction as presented.
Attachment 11-24-12
Memorandum
Date:
November 24, 2014
To:
Board of Directors of the Longview School District
From:
Greg Kirsch, Superintendent
(Prepared by Holly Pfenniger, Executive Assistant)
Re:
Consider setting a date to conduct a workshop to finalize work that began during
the November 10, 2014 workshop
Background: The board met on November 10, 2014 in a workshop to discuss items related to
the superintendent search. The board left the meeting with the agreement to work on the
scoring instrument and interview questions.
President Leach is suggesting the board continue its work to finalize decisions on these two
items, by setting another workshop to complete the work.
Potential Motion: I move to schedule a workshop on (date) at (time) to complete work on the
scoring instrument and to further discuss how to proceed with suggested interview questions.
Attachment 11-24-13A
Memorandum
Date:
November 24, 2014
To:
Board of Directors
From:
Dr. Gregory Kirsch, Superintendent
(Prepared by Larry Mayfield, Executive Director Finance)
Subject:
2013-14 Year End Report
This memo is designed to give the highlights of the results of the 2013-14 fiscal year. Please review
the attached schedules which provide summary and historical comparisons for all funds. The final F196 Annual Financial Statements has been submitted to OSPI and should be available on the District
website shortly.
Enrollment
Average Annual FTE (AAFTE) Enrollment.
AAFTE
09-10
Actual
6,596
10-11
Actual
6,450
11-12
Actual
6,247
12-13
Actual
6,201
(146)
(203)
(380)
Incr (Decr) from Prior Year
13-14
Budget
6,146
13-14
Actual
6,373
171
Fund Balance
Total Unreserved Undesignated Fund Balance (Committed to Minimum Fund Balance Policy plus
Unassigned Fund Balance) is down ($562,910) and Total Fund Balance is down ($270,077) from 201314. As of August 31, 2014 the Unreserved Undesignated Fund Balance equals 6.6% of total
expenditures plus operating transfers out.
Total Reserves & Designations
Unreserved Undesignated
Total Ending Fund Balance
Unrsvd Undsgn F.B. as % of Expend. + Trnsfrs
Total F.B. as % of Expenditures + Trnsfrs Out
08-09
09-10
10-11
$ 1,140,627 $ 1,805,096 $ 1,995,593 $
$ 194,415 $ 4,197,761 $ 5,596,903 $
$ 1,335,043 $ 6,002,857 $ 7,592,496 $
0.3%
2.0%
6.7%
9.5%
8.6%
11.7%
/MyDocuments/LarryM/tBoard Meetings/Financial Reports/Board/2013-14 Year End Report
11-12
12-13
13-14
2,082,182 $ 2,127,579 $ 2,420,413
5,770,135 $ 5,145,862 $ 4,582,952
7,852,317 $ 7,273,441 $ 7,003,365
9.0%
12.3%
7.8%
11.0%
6.6%
10.0%
Special Ed
10-11
11-12
12-13
13-14
13-14
13-14
Actual
Actual
Actual
Budget
Actual
Increase
Birth to Pre-K
171
167
158
160
169
9
Kinder to 21yrs
857
855
882
865
919
54
1,028
1,022
1,039
1,025
1,088
63
Total Ave Students
Special Ed use of levy resources increased by ($308,247) from a Budget of ($1,111,902) to
Actual of ($1,420,149). Revenues increased $415k due to an increase in SpEd Birth to PreKinder enrollment, increase in K-12 BEA enrollment and increase in Safety Net. However,
expenditures increase $718k from budget due to a $154k increase in salaries and benefits and
$564k increase in contractual costs for Psychologists, Speech Language Pathologist (SLPs)
and Student Outplacement Services.
Food Services
Food Services results
Net Revenue - Regular School Year
Net Revenue - Summer Program
Use of Equipment Reserve
Net Revenues Programs 89 & 98
$171,614
18,560
(127,112)
$ 63,062
Net revenues are added to and Use of Equipment Reserves are deducted from the Food
Service Equipment Replacement Fund within the assigned fund balance.
Pupil Transportation
Pupil Transportation use of resources ended the year at ($422,580) or $220,132 better than the
budget of ($642,712) creating a positive impact on the unassigned fund balance. Salaries and
benefit are under budget by $130,836 ($60,453 in mechanic salaries were moved to Motor Pool
to comply with salary allocations rules regarding school bus mechanics). Material Supplies &
Other Costs (MSOCs) are under budget by $88,756, primarily due to transportation billings
exceeding budget.
Capital Projects Fund
The ending fund balance
Restricted for Debt Service
Committed from Levy Proceeds
$1,120,991
$ 434,358
Restricted from State Proceeds
$
696,288
Assigned to Fund Purposes
$
24,434
To cover Financing $975K of the energy project
$253k is needed to complete 13-14 levy projects
in progress during 14-15
State Match monies remaining, much of which
will be expended to complete the energy project.
Uncommitted coming mostly from rental revenues
Completion of the energy project in 14-15 will come from a combination of the ending balance of
state proceeds (state match monies), a $500,000 energy grant and financing $975,000 through the
State Treasurer’s Office LOCAL program. A Budget extension was approved by the board in June
to increase expenditure authority to accommodate spending of levy project carryover monies,
summer WiFi project and the OSPI energy grant project.
/MyDocuments/LarryM/tBoard Meetings/Financial Reports/Board/2013-14 Year End Report
Debt Service Fund
Fund balance was spent down slightly. Balance is within an acceptable range.
Associated Student Body Fund
Total revenues, expenditures and ending fund balance are in the similar range as in prior years.
Transportation Vehicle Fund
Two of the four buses purchased this year were planned for purchase in the prior year. A Budget
Extension was approved by the board in January to provide purchase authority for the additional bus
purchases.
/MyDocuments/LarryM/tBoard Meetings/Financial Reports/Board/2013-14 Year End Report
2013-14
YEAR END FINANCIAL REPORT
PRESENTED TO THE BOARD NOVEMBER 24, 2014
If you have any questions regarding the information provided, please contact the
Finance Office at 360-575-7020 or [email protected]
ENROLLMENT
BASIC K-12 FTE
ENROLLMENT
`
1/2 Day Kinder
All Kinder
1
2
3
4
5
6
7
8
9
10
11
12
TOTAL K-12
Actual
12-13
179.75
140.93
536.45
510.66
464.87
482.51
478.81
489.23
514.41
475.22
498.84
488.40
547.24
393.91
6,201.23
Budget
13-14
87
329
493
517
519
455
472
464
487
491
452
461
484
362
6,073
Actual
13-14
98.25
365.53
529.09
551.75
497.45
491.37
490.10
493.05
488.90
499.90
499.50
487.88
397.86
433.05
6,323.68
Over
(Under)
11.25
36.53
36.09
34.75
(21.55)
36.37
18.10
29.05
1.90
8.90
47.50
26.88
(86.14)
71.05
250.68
ALE 9-12
SUBTOTAL
Incl above
6,201.23
73
6,146
48.84
6,372.52
(24.16)
226.52
91.44
4.90
96.34
90
5
95
101.77
6.55
108.32
11.77
1.55
13.32
TOTAL K-12
6,297.57
6,241
6,480.84
239.84
HIGH POVERTY K-3
1,099.56
1,468
1,498.12
30.12
CTE Grades 7-8
CTE Grades 9-12
334.01
25
295
17.65
309.66
(7.35)
14.66
SPECIAL ED AGE 0-2
SPECIAL ED AGE 3-PreK
SPECIAL ED AGE K-21
56.22
101.44
881.67
56
104
865
61.22
107.89
918.67
5.22
3.89
53.67
BILINGUAL
340.22
330
340.22
10.22
RUNNING START
RUNNING START - VOC
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
Page 2 of 15
Summary by Fund
FUND
FISCAL
YEAR
BEGINNNING
BALANCE
REVENUES
OTHER
FINANCE
SOURCES
EXPENDITURES (USES)
OPERATING
TRANSFERS
ENDING
BALANCE
GENERAL
2013-14
2012-13
$7,273,441
$7,852,317
$69,440,785
$65,334,071
$69,110,862
$64,362,947
($600,000)
($1,550,000)
$7,003,365
$7,273,441
CAPITAL
PROJECTS
2013-14
2012-13
$3,871,177
$3,878,829
$1,470,807
$1,527,798
$3,565,913
$2,985,450
$500,000
$1,450,000
$2,276,071
$3,871,177
DEBT
SERVICE
2013-14
2012-13
$1,381,979
$1,329,607
$4,284,961
$4,303,683
$4,294,907
$4,251,311
$0
$0
$1,372,033
$1,381,979
ASB
2013-14
2012-13
$124,288
$104,945
$624,337
$620,389
$582,444
$601,046
$0
$0
$166,181
$124,288
TRANSPORTATION
VEHICLE
2013-14
2012-13
$789,692
$391,173
$317,596
$298,519
$489,157
$0
$100,000
$100,000
$718,131
$789,692
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
Page 3 of 15
Expenditure/Revenue Comparison by Program
PROGRAM
Basic Ed, District Support,Other
Food Services
ACTUAL
REVENUES
ACTUAL
EXPENDITURES
2013-14
NET
NOTES
$34,733,795
$48,441,830
($13,708,035)
2,715,026
2,633,404
81,622
Excess of revenues over direct expenditures allocated to FS Equipment Replacement in Assigned to Other Purposes
Transportation Operations
1,873,925
2,296,505
(422,580)
Subsidy
Special Ed (Local,State)
6,544,822
7,961,357
(1,416,535)
Subsidy
Special Ed (Federal)
1,516,709
1,455,705
61,003
Vocational - CTE (Local,State)
1,732,302
1,710,404
21,899
77,124
73,839
3,285
Indirects
Title 1 (Federal)
2,229,477
2,134,493
94,985
Indirects
Title II (Federal)
LAP (State)
Special/Pilot (State)
525,444
1,601,720
283,955
503,223
1,082,763
295,273
22,221
518,957
(11,318)
44,882
44,002
880
324,962
295,811
29,151
Vocational - CTE (Federal)
Title III LEP Bilingual (Federal)
Trans. Bilingual (State)
Indirects
Carryover of current year revenues to 2013-14
Indirects
Indirects taken and unspent revenues carried over to 2014-15 in Reserve for Carryover of Restricted Revenue
Mostly Nat'l Board Prof Teacher Cert Stipends
Indirects
Indirects (also expended $151K in Basic Ed for Transitional Bilingual)
Indian Ed (Federal)
59,694
57,151
2,543
Indirects
Highly Capable (State)
62,609
62,586
23
Indirects
Other Instr Programs
106,510
52,024
54,486
Daycare (State & Federal)
8,400
54,441,357
10,491
69,110,862
(2,092)
(14,669,504)
Levy Collections & Timber Tax
14,999,428
69,440,785
69,110,862
14,999,428
329,923
100,000
500,000
(100,000)
(500,000)
$69,710,862
($270,077)
Interfund Trnsfrs Out to Transp Vehicle Fund
Interfund Trnsfrs Out to Cap Prj Fund - PRAM
Totals
$69,440,785
Total Beginning Fund Balance
$7,273,441
Total Ending Fund Balance
$7,003,365
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
Page 4 of 15
Locally Funded Programs
Subsidy
2013-14 Ending Fund Balance
Budget
Nonspendable
% of Exp
+ Trnsfrs
Actual
% of Exp
+ Trnsfrs
Diff
$260,000
0.37%
$321,464
0.49%
$61,464
Restricted
245,000
0.35%
882,863
1.34%
637,863
* Committed
3,503,817
5.00%
3,485,543
5.29%
(18,274)
Assigned
880,000
1.26%
1,216,086
1.84%
336,086
* Unassigned
909,710
1.30%
1,097,409
1.66%
187,699
$5,798,527
8.27%
$7,003,365
10.63%
$1,204,838
$4,413,527
6.30%
$4,582,952
6.95%
* Unreserved/Undesignated
Increase in Carryover of state special purpose funding.
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
Page 5 of 15
Ending Fund Balance History
2008-09
Actual
% of Exp
+ Trnsfrs
$164,317
0.24%
$101,402
0.16%
$82,072
0.13%
Restricted
0
0.00%
463,071
0.74%
319,733
* Committed
0
0.00%
0
0.00%
Assigned
976,312
1.43%
1,240,623
* Unassigned
194,414
0.28%
$1,335,043
$194,414
Nonspendable
* Unreserved/Undesignated
2009-10
Actual
% of Exp
+ Trnsfrs
2010-11
Actual
% of Exp
+ Trnsfrs
% of Exp
+ Trnsfrs
2012-13 % of Exp
Actual + Trnsfrs
2013-14
Actual
$292,128
0.46%
$358,195 0.54%
$321,464 0.49%
0.49%
250,782
0.39%
355,909 0.54%
882,863 1.34%
3,247,171
5.00%
3,195,434
5.00%
3,295,647 5.00%
3,485,543 5.29%
1.97%
1,593,788
2.45%
1,539,272
2.41%
1,413,475 2.14%
1,216,086 1.84%
4,197,761
6.67%
2,349,732
3.62%
2,574,701
4.03%
1,850,215 2.81%
1,097,409 1.66%
1.95%
$6,002,857
9.53%
$7,592,496 11.69%
$7,852,317 12.29% $7,273,441 11.03% $7,003,365 10.63%
0.28%
$4,197,761
6.67%
$5,596,903
$5,770,135
8.62%
2011-12
Actual
9.03%
Increase in carryover of state special purpose funding in 2013-14.
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
Page 6 of 15
$5,145,862 7.81%
% of Exp
+ Trnsfrs
$4,582,952 6.95%
Fund Balance Change
2013-14
Beginning
Fund
Balance
Nonspendable Fund Balance - Inventory & Prepaid Items
Inventory
Prepaid Items
Restricted for Carryover of Restricted Revenues
Carryover of State Revenues Not Spent in 13-14
LAP, CTE, I-728
Restricted for Self-Insurance - Vision Plan
$
46,259
311,936
Ending
Fund
Balance
$
63,963
257,501
340,909
867,863
15,000
15,000
Assigned to Other Purposes
Building Budgets Carryover
Negotiated Agreements
Textbook Budget Carryover
Fees Collected in 13-14 for use in 14-15
Prog 5805 Collection of Evidence Carryover
Technology & Print Center Designations & Phone System
Vehicle (ordered in summer to be delivered in 13-14)
Food Service Net Revenues Set Aside for F.S.
Equipment Replacement
Subtotal Nonspendable, Restricted & Assigned Fund Balance
185,354
6,431
233,823
46,715
17,181
458,548
25,355
123,007
6,431
0
55,431
0
509,527
0
440,068
2,127,578
521,690
2,420,413
Committed to Minimum Fund Balance Policy of 5%
Unassigned Fund Balance
Subtotal Unreserved Undesignated Fund Balance
3,295,647 5.00%
1,850,215 2.81%
5,145,863 7.81%
3,485,543 5.00%
1,097,409 1.57%
4,582,952 6.57%
Total Fund Balance
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
$7,273,441
Page 7 of 15
$7,003,365
2013-14 Revenues by Source
Federal, 10%
Other, 0%
Local Taxes, 22%
Local Support,
Non-Tax, 1%
State, General Purpose revenues
increased due to enrollment
increase over budget and state
increase in per student funding.
State, 67%
Local Taxes
BUDGET
%
ACTUAL
%
$14,765,277
21.50%
$14,999,428
21.60%
1,044,328
1.52%
1,020,534
1.47%
State, General Purpose
35,868,099
52.23%
37,051,324
53.36%
1,183,225
State, Special Purpose
8,938,413
13.02%
9,405,948
13.55%
467,535
(23,794)
Federal, General Purpose
0
0.00%
29,927
0.04%
29,927
Federal, Special Purpose
6,798,944
9.90%
6,669,278
9.60%
(129,666)
59,800
0.09%
264,347
0.38%
204,547
1,200,000
1.75%
Contingency
$68,674,861 100.00%
Page 8 of 15
$234,151
Local Support, Non-Tax
Other
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
VARIANCE
0.00%
$69,440,785 100.00%
(1,200,000)
$765,924
Revenue History as % of Total
Federal, 10%
Other, 0%
Local Taxes, 22%
Local Support,
Non-Tax, 1%
State, General Purpose revenue
percent increase is due to
enrollment increase over budget
and state increase in per student
funding.
State, 67%
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
2008-09
2009-10
2010-11
2011-12
2012-13
2013-14
ACTUAL
ACTUAL
ACTUAL
ACTUAL
ACTUAL
ACTUAL
Local Taxes
16.50%
18.03%
19.37%
21.85%
23.21%
21.60%
Local Support, Non-Tax
1.56%
1.61%
2.20%
1.56%
1.57%
1.47%
State, General Purpose
51.45%
52.71%
51.61%
53.49%
51.75%
53.36%
State, Special Purpose
16.01%
12.12%
12.55%
12.44%
12.35%
13.55%
Federal, General Purpose
0.10%
0.09%
0.09%
0.05%
0.05%
0.04%
Federal, Special Purpose
14.23%
15.29%
14.10%
10.51%
10.87%
9.60%
Other
0.14%
0.15%
0.09%
0.10%
0.20%
0.38%
100.00%
100.00%
100.00%
100.00%
100.00%
100.00%
Page 9 of 15
Expenditures by Object
Contractual
Supplies & Services
Materials 11%
Travel
0%
Capital Outlay
0%
8%
Salaries &
Benefits
81%
Salaries & Benefits
BUDGET
%
ACTUAL
%
$55,150,800
79.38%
$55,994,797
81.02%
($843,997)
Supplies & Materials
6,516,667
9.38%
5,258,627
7.61%
1,258,040
Contractual Services
6,287,107
9.05%
7,481,033
10.82%
(1,193,926)
Travel
117,627
0.17%
174,957
0.25%
Capital Outlay
204,132
0.29%
201,448
0.29%
2,684
1,200,000
1.73%
0
0.00%
1,200,000
Contingency
69,476,333
Operating Transfers Out
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
VARIANCE
Page 10 of 15
100.00%
69,110,862
100.00%
(57,330)
365,471
600,000
600,000
0
$70,076,333
$69,710,862
$365,471
Expenditures by Activity
`
Central Admin
6.8%
School Admin
6.5%
School Support
18.4%
Schools
68.3%
Central Admin
Act 11,12,13,14,15, 21,
41, 51, 61
School Admin
Act 21, 23
School Support Act 4x, 5x, 6x, 7x
Schools
Act 22, 24, 25, 26, 31,
32, 33
ACTUAL
%
$ 4,685,110
6.78%
4,483,374
6.49%
12,730,125
18.42%
47,212,252
68.31%
$69,110,862 100.00%
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
Page 11 of 15
Capital Projects Fund
2008-09
2009-10
2010-11
2011-12
2012-13
2013-14
$3,423,711
$3,481,431
$3,833,091
$3,693,358
$3,878,829
$3,871,177
57,720
696,665
1,748,379
1,437,206
1,527,798
1,470,807
Expenditures
0
345,005
1,888,111
1,251,735
2,985,450
3,565,913
Transfers In
0
0
0
0
1,450,000
500,000
$3,481,431
$3,833,091
$3,693,358
$3,878,829
$3,871,177
$2,276,071
Beginning Fund Balance
Revenues
Ending Fund Balance
Restricted for Debt Service
$1,120,991
Restricted for Levy Proceeds
$120,008
$436,427
$994,705
$434,358
Restricted from State Proceeds
Assigned Fund Balance to
Capital Project Purposes
$3,481,431
Tax Rate per $1,000
Assessed Value
$696,288
$3,833,091
$0.2791
$3,573,350
$0.2995
$3,442,402
$0.3349
$2,876,472
$0.3449
$24,434
$0.3366
Tech & Capital Levy began in calendar year 2010.
One time tax refund levy for $14,134 was approved for collection in calendar year 2012 resulting in a
tax rate increase of $0.00323 per $1,000 assessed value.
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
Page 12 of 15
Debt Service Fund
2008-09
Beginning Fund Balance
2009-10
$1,529,675 $1,491,060
2010-11
$1,268,549
2011-12
2012-13
2013-14
$1,641,181 $1,329,607 $1,381,979
Revenues
4,111,235
4,173,188
4,188,513
4,121,713
4,303,683
4,284,961
Expenditures
4,149,851
4,395,699
3,815,881
4,503,066
4,251,311
4,294,907
Other Financing Sources/(Uses)
Ending Fund Balance
69,779
$1,491,060 $1,268,549
Tax Rate per $1,000 Assessed
Value
$0.9240
$0.8955
$1,641,181
$0.9672
$1,329,607 $1,381,979 $1,372,033
$0.9727
$1.0034
$0.9982
Goal is to maintain a level tax rate in the Debt Service Fund.
One time tax refund levy was approved for collection in calendar year 2012 resulting in a slight tax
rate increase.
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
Page 13 of 15
Associated Student Body Fund
2008-09
2009-10
2010-11
2011-12
2012-13
2013-14
$141,706
$152,704
$189,460
$144,741
$104,945
$124,288
Revenues
674,697
631,417
597,725
520,308
620,389
624,337
Expenditures
663,699
594,661
642,444
560,105
601,046
582,444
$152,704
$189,460
$144,741
$104,945
$124,288
$166,181
Beginning Fund Balance
Ending Fund Balance
Report is a consolidation of high school ASB activities.
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
Page 14 of 15
Transportation Vehicle Fund
2008-09
2009-10
2010-11
2011-12
2012-13
2013-14
$246,051
$260,770
$418,209
$320,187
$391,173
$789,692
Revenues
349,928
385,193
201,196
319,658
298,519
317,596
Expenditures
335,209
227,755
299,218
248,671
0
489,157
100,000
100,000
$789,692
$718,131
Beginning Fund Balance
Transfers In/(Out)
Ending Fund Balance
$260,770
$418,209
$320,187
$391,173
The fund balance was built up to set aside resources for the replacement of large groups of buses
retiring off the OSPI depreciation schedule in fiscal years 2015-16, 2016-17 and 2018-19.
Purchased
Off Depr
5 Buses
Aug 2003
2015-16
13 Year Depreciation
5 Buses
Jun 2004
2016-17
13 Year Depreciation
3 SpEd Buses
Feb 2006
2018-19
13 Year Depreciation
4 SpEd Buses
Apr 2011
2018-19
8 Year Depreciation
LONGVIEW SCHOOL DISTRICT
2013-14 YEAR END FINANCIAL REPORT
Page 15 of 15
Monthly Budget Report
FY 2013-14
August 2014
FUND
GENERAL FUND
BEGINNING BALANCE
REVENUES
EXPENDITURES
TRANSFERS TO OTHER FUNDS
ENDING BALANCE
CAPITAL PROJECTS FUND
BEGINNING BALANCE
REVENUES
TRANSFERS IN
EXPENDITURES
ENDING BALANCE
DEBT SERVICE FUND
BEGINNING BALANCE
REVENUES
EXPENDITURES
ENDING BALANCE
ASB FUND
BEGINNING BALANCE
REVENUES
EXPENDITURES
ENDING BALANCE
TRANSPORTATION VEHICLE FUND
BEGINNING BALANCE
REVENUES
TRANSFERS IN
EXPENDITURES
ENDING BALANCE
1
Longview School District
FUND
BALANCE
ADOPTED
BUDGET
ACTUAL
YEAR TO DATE
BALANCE
REMAINING
% RECEIVED/EXPENDED
COMPARED TO BUDGET
2013-14
2012-13
$7,273,441
$68,674,860
$69,476,333
$600,000
$69,440,785
$69,110,862
$600,000
($270,077)
($765,925)
$365,471
$0
$3,021,723
$500,000
$5,806,266
$1,470,807
$500,000
$3,565,913
($1,595,105)
$1,550,916
$0
$2,240,353
$4,204,875
$4,303,249
$4,284,961
$4,294,907
($9,946)
$1,017,545
$991,437
$304,800
$100,000
$515,298
101.12%
99.47%
100.98%
97.70%
$7,003,365
$3,871,177
61.41%
101.53%
0.00%
81.07%
($80,086)
$8,342
101.90%
99.81%
102.49%
99.81%
$624,337
$582,444
$41,893
$393,208
$408,993
61.36%
58.75%
59.72%
60.73%
$317,595
$100,000
$489,157
($71,561)
($12,795)
$0
$26,141
55.96%
$2,276,071
$1,381,979
$1,372,033
$124,288
$166,181
$789,692
$718,131
| August 2014 Budget Status Report
103.16%
94.93%
99.18%
0.00%
0.00%
LONGVIEW SCHOOL DISTRICT
BALANCE SHEET
ALL FUNDS
August 31, 2014
OTHER FUNDS
TRANSPORTATION
VEHICLE
PRIVATE
PURPOSE
TRUST
GENERAL
FUND
CAPITAL
PROJECTS
2,046,952
(1,926,544)
7,441,290
840,215
0
17,409
60,635
63,963
257,501
7,541,995
$16,343,416
640,824
(623,905)
710,588
0
0
41,372
0
0
0
3,416,442
$4,185,321
25,335
(11,600)
0
0
0
0
0
0
30,735
167,446
$211,917
23,104
0
2,127,830
0
0
0
0
0
0
1,348,929
$3,499,863
313,367
0
0
0
0
0
0
0
0
404,764
$718,131
3,838
(150)
0
0
0
55
0
0
0
288,392
$292,134
LIABILITIES
Accounts Payable
Accrued Salaries
Accrued Interest Payable
Work in Progress
Payroll & Benefits Payable
Due to Other Govt Units
Due To Other Funds
Deposits
Deferred Revenue
Deferred Revenue- Tax Rec.
TOTAL LIABILITIES
1,296,142
398,766
0
0
43,993
52,843
41,427
0
65,590
7,441,290
9,340,051
344,608
836,721
0
0
0
0
17,333
0
0
710,588
1,909,250
36,546
0
0
0
0
0
50
0
9,140
0
45,736
0
0
0
0
0
0
0
0
0
2,127,830
2,127,830
0
0
0
0
0
0
0
0
0
0
0
500
0
0
0
0
0
27
0
0
0
527
FUND BALANCE
Restricted for C/O of Restricted Rev
Restricted for Debt Service
Committed from Levy Proceeds
Restricted from State Proceeds
Restricted for Fund Purposes
Nonspendable Fund Balance
Nonspendable Fund Balance Inv. & Prepaid
Restricted for Self-Insurance
Committed to Minimum FB Policy
Assigned to Other Purposes
Assigned to Fund Purposes
Unassigned Fund Balance
ENDING FUND BALANCE
867,863
0
0
0
0
0
321,464
15,000
3,485,543
1,216,086
0
1,097,409
7,003,365
0
1,120,991
434,358
696,288
0
0
0
0
0
0
24,434
0
2,276,071
0
0
0
0
166,181
0
0
0
0
0
0
0
166,181
0
1,372,033
0
0
0
0
0
0
0
0
0
0
1,372,033
0
0
0
0
718,131
0
0
0
0
0
0
0
718,131
0
0
0
0
0
13,418
0
0
0
0
278,190
0
291,608
$ 16,343,416
$ 4,185,321
$ 211,917
$ 3,499,863
718,131
$ 292,134
ASSETS
Cash
Warrants Outstanding
Taxes Receivable
Due from Other Gov't Units
Due from US Treasury (COBRA)
Due From Other Funds
Accounts Receivable
Inventory
Prepaid Items
Investments
TOTAL ASSETS
TOTAL LIABILITIES & FUND BALANCE
2
Longview School District
ASB
DEBT
FUNDS
| August 2014 Budget Status Report
$
LONGVIEW SCHOOL DISTRICT
STATEMENT OF REVENUE, EXPENDITURES & CHANGE IN FUND BALANCE
ALL FUNDS
for period ending August 31, 2014
OTHER FUNDS
GENERAL
FUND
CAPITAL
PROJECTS
ASB
DEBT
FUNDS
TRANSPORTATION
VEHICLE
PRIVATE
PURPOSE
TRUST
REVENUES
Local Taxes
Local Support NonTax
State Revenues
Federal Revenues
Other Revenue
Student Body
Athletics
Classes
Clubs
Private
TOTAL REVENUES
14,999,428
1,020,534
46,457,271
6,699,205
264,347
0
0
0
0
0
69,440,785
1,450,933
14,730
5,083
60
0
0
0
0
0
0
1,470,807
0
0
0
0
0
249,683
246,408
22,160
103,588
2,498
624,337
4,268,219
1,598
14,966
178
0
0
0
0
0
0
4,284,961
0
7,763
309,833
0
0
0
0
0
0
0
317,595
0
0
0
0
42,550
0
0
0
0
0
42,550
EXPENDITURES
Expenditures
Principal & Interest
Tech & Capital Projects
Bus Purchases
TOTAL EXPENDITURES
69,110,862
0
0
0
69,110,862
0
0
3,565,913
0
3,565,913
582,444
0
0
0
582,444
0
4,293,249
1,658
0
4,294,907
0
0
0
489,157
489,157
24,661
0
0
0
24,661
0
(600,000)
(600,000)
0
500,000
500,000
0
0
0
0
0
0
0
100,000
100,000
0
0
0
EXCESS OF REVENUES & OTHER FINANCING
OVER (UNDER) EXP & OTHER FIN USES
(270,077)
(1,595,105)
41,893
(9,946)
(71,561)
17,889
BEGINNING FUND BALANCE
7,273,441
3,871,177
124,288
1,381,979
789,692
273,719
$ 7,003,365
$ 2,276,071
166,181
$ 1,372,033
718,131
$ 291,608
OTHER FINANCING SOURCES (USES)
Refunding of Bond Sales
Operating Transfers In (Out)
ENDING FUND BALANCE
3
Longview School District
$
| August 2014 Budget Status Report
$
LONGVIEW SCHOOL DISTRICT
GENERAL FUND
STATEMENT OF REVENUE, EXPENDITURES & CHANGE IN FUND BALANCE
For the period ending August 31, 2014
Revised
Budget
Current
Month
YTD
Revenues & Other Financing Sources
1000 Local Taxes
2000 Local Non-Tax
3000 State, General Purpose
4000 State, Special Purpose
5000 Federal, General Purpose
6000 Federal, Special Purpose
7000 Revenues From Other Schl. Distr.
8000 Other Agencies & Assoc.
9000 Other Financing Sources
Subtotal
9900 Transfers In
A. Total Revenues & Other Financing Sources
14,765,276
1,379,685
35,868,099
9,953,229
0
6,648,771
52,000
7,800
0
68,674,860
0
68,674,860
101,644
20,505
3,773,300
958,402
0
882,928
5,169
1,488
0
5,743,436
0
5,743,436
14,999,428
1,020,534
37,051,324
9,405,948
29,927
6,669,278
76,124
188,222
0
69,440,785
0
69,440,785
Expenditures
00 Regular Instruction
20 Special Ed Instruction
30 Voc. Ed Instruction
50&60 Compensatory Ed Instruction
70 Other Instructional Programs
80 Community Services
90 Support Services
B. Total Expenditures
37,444,394
8,721,697
1,910,694
5,847,167
178,700
64,942
15,308,739
69,476,333
3,606,680
756,385
220,107
1,075,414
10,798
36,322
1,540,259
7,245,965
37,496,613
9,417,062
1,784,243
4,412,716
114,610
46,695
15,838,923
69,110,862
C.
D.
Other Fin. Uses Transfr Out (GL 536)
Other Financing Uses (GL 535)
600,000
0
0
0
600,000
0
E.
Excess of Revenues & Other Fin Sources
Over (Under) Exp & Other Finance Uses
(1,401,473) (1,502,529)
(270,077)
A.
B.
F.
G.
H.
Total Beginning Fund Balance
Prior Year Adjustment (GL 898)
Total Ending Fund Balance
7,200,000
0
5,798,527
7,273,441
0
7,003,365
I.
Ending Funding Balance Accounts
821 Restricted for Carryover of Restricted Rev
840 Nonspendable Inventory & Prepaid Items
845 Restricted for Self-Insurance
872 Committed to Min Fund Bal Policy
888 Assigned to Other Purposes
890 Unassigned Fund Balance
Total Ending Fund Balance Accounts
230,000
260,000
15,000
3,503,817
880,000
909,710
5,798,527
867,863
321,464
15,000
3,485,543
1,216,086
1,097,409
7,003,365
4
Longview School District
| August 2014 Budget Status Report
Encumbrances
Balance
YTD as %
of Budget
(234,152)
101.59%
359,151
73.97%
(1,183,225)
103.30%
547,282
94.50%
(29,927)
0.00%
(20,507)
100.31%
(24,124)
146.39%
(180,422) 2,413.11%
0
0.00%
(765,925)
101.12%
0
(765,925)
101.12%
0
0
0
0
0
0
0
0
(52,219)
(695,365)
126,451
1,434,451
64,090
18,247
(530,184)
365,471
100.14%
107.97%
93.38%
75.47%
64.14%
71.90%
103.46%
99.47%
Longview School District #122
Original Budget vs Current Budget
For the Month Ended: August 2014
Budget by Program
01
Basic Education
02
ALE
03
04
Original
Current
Budget
Budget
DIFF.
Budget By Activity
$36,389,635
$36,448,373
$58,738
$158,247
$158,247
Occational Work
$443,768
Bld Spec Prgms
$193,086
05
Adoption Budgets
21
State Special Education
Originial
Current
Budget
Budget
DIFF.
11 Board of Directors
$191,750
$191,750
$0
$0
12 Superintendent's Office
$335,884
$335,884
$0
$443,768
$0
13 Business Office
$812,671
$812,671
$0
$246,063
$52,977
14 Human Resources
$568,698
$568,698
$0
$248,883
$248,883
$0
$7,126,946
$7,145,471
$18,525
15 Public Relations
21 Supervision- Instruction
$170,438
$170,438
$0
$1,360,205
$1,421,721
$61,516
$18,180
22
State Special Education - Infants/Toddlers
$223,525
$205,000
-$18,525
22 Learning Resources
$793,489
$811,669
24
Federal Special Education
$1,347,805
$1,456,073
$108,268
23 Principal's Office
$4,415,388
$4,449,386
$33,998
31
State Vocational
$1,826,509
$1,824,555
-$1,954
24 Guidance- Counseling
$1,535,607
$1,563,378
$27,771
34
State Vocational - Middle School
38
Federal Vocational
$0
$12,300
$12,300
$64,269
$73,839
$9,570
$2,418,625
$2,440,233
$21,608
27 Teaching
$522,026
$575,034
$53,008
28 Extracurricular
29 Payments to Other Districts
25 Pupil Managemtn / Safe
26 Health Services
51
Federal - Disadvantaged
52
Federal - School Improvement
55
State Learn Assist Prg
$1,586,422
$1,628,972
$42,550
58
State Special & Pilot Programs
$1,112,795
$562,224
-$550,571
64
Federal Limited English Prof
$56,600
$112,316
$55,716
41 Supervision - Food Service
65
Trans Bilingual, State
$272,172
$267,821
-$4,351
42 Food
68
Federal Indian Education
$75,161
$57,150
-$18,011
74
Highly Capable
$50,789
$50,789
$0
79
Other Instructional
$20,230
$133,819
$113,589
88
Broadway Daycare
$25,499
$47,742
$22,243
89
Other Community Services
97
General Supportive Services
$17,200
$17,200
$0
$10,269,292
$10,295,112
$25,820
98
Food Services
$2,510,290
$2,510,290
$0
99
Pupil Transportation
$2,516,647
$2,515,147
-$1,500
TOTAL
$69,476,421
$69,476,421
$0
Budget By Object
Current
Budget
Budget
31 Instr. Prof. Dev.
$0
-$1,345
44 Food Service Operations
$40,572,807 -$605,751
$1,052,962
$1,068,031
$15,069
$7,500
$92,347
$84,847
$1,034,593
$1,375,988
$341,395
$166,943
$166,943
$0
$940,719
$934,219
-$6,500
$1,423,628
$1,430,128
$6,500
49 Transfers
-$17,200
-$17,200
$0
51 Supervision- Transport
$336,565
$336,565
$0
$1,943,560
$1,927,622
-$15,938
$333,098
$352,850
$19,752
$45,000
$45,000
$0
59 Field Trips
-$142,383
-$147,697
-$5,314
61 Supervision - Plant
$290,880
$289,242
-$1,638
62 Ground Care - Maintenance
$434,153
$435,791
$1,638
$2,484,402
$2,483,402
-$1,000
$31,863
52 Operating Buses
53 Maintenance of School Buses
56 Insurance - Transportation
63 Operation of Plant
65 Utilities
DIFF.
$383,213
$2,396,939
$41,178,558
64 Maintenance of Plant/Equipment
Original
$383,213
$2,398,284
67 Buildings & Property
0
Debit Transfers
$485,646
$513,283
$27,637
68 Insurance - Ex Transport
1
Credit Transfers
-$485,646
-$513,283
-$27,637
72 Information Systems
$906,433
$938,296
$1,857,576
$1,857,576
$0
$36,570
$36,570
$0
$572,000
$572,000
$0
$1,215,751
$1,215,911
$160
-$9,689
2
Certificated Salaries
$29,107,731
$29,560,580
$452,849
73 Printing
$216,970
$207,281
3
Classified Salaries
$11,204,160
$11,401,291
$197,131
74 Warehouse & Distribution
$158,710
$158,710
$0
4
Employee Benefits
$14,838,997
$14,963,445
$124,448
75 Motor Pool
$466
$4,952
$4,486
5
Supplies & Materials
$7,716,667
$6,291,380
-$1,425,287
$500
$500
$0
7
Contractual Services
$6,287,107
$6,795,477
$508,370
84 Principal
$15,640
$15,640
$0
91 Public Activities
$17,200
$17,200
$0
$69,476,421
$69,476,421
$0
8
Travel
$117,627
$231,737
$114,110
9
Equipment
$204,132
$232,511
$28,379
$69,476,421
$69,476,421
$0
TOTAL
83 Other Interest
TOTAL
The Actual Original (Adopted) Budget is
$69,476,333. The difference of $88 is a result
of a conversion error from the budget file that
could not be corrected in the general ledger.
5
Longview School District
| August 2014 Budget Status Report
Longview School District
Net Cash Balance
General Fund
$14,000,000
$12,000,000
$10,000,000
$8,000,000
$6,000,000
$4,000,000
$2,000,000
$0
Longview School District
.
$8,400,000
`
Net Cash Balance - August
General Fund
$8,200,000
$8,000,000
$7,800,000
$7,600,000
$7,400,000
$7,200,000
6
Longview School District
| August 2014 Budget Status Report
Cash Balance
30 Days Cash
3frbud12.p
05.14.06.00.03-010158
GL 960 Revenues
LONGVIEW SCHOOL DISTRICT 122
GF Revenue Summary (Date: 8/2014)
Description
1:47 PM
11/04/14
PAGE:
2013-14
Revised Budget
August
Activity
2013-14
Activity
14,691,196.00
64,261.76
14,923,270.75
-232,074.75
0.00
0.00
1,392.75
-1,392.75
0.00
74,081.00
37,382.16
74,764.32
-683.32
100.92
14,765,277.00
101,643.92
14,999,427.82
-234,150.82
101.59
72,500.00
858.42
92,399.19
-19,899.19
127.45
3,000.00
455.00
3,375.00
-375.00
112.50
91,000.00
-687.08
19,933.24
71,066.76
21.90
475,000.00
11,127.05
487,710.42
-12,710.42
102.68
10 R 960 ---- -- 2300 --- ---- ---- Investment Earnings
10,000.00
695.99
8,114.54
1,885.46
81.15
10 R 960 ---- -- 2500 --- ---- ---- Gifts/Donations
50,610.00
0.00
85,508.05
-34,898.05
168.95
10 R 960 ---- -- 1100 --- ---- ---- Local Property Tax
10 R 960 ---- -- 1400 --- ---- ---- Local In-Lieu-of Taxes
10 R 960 ---- -- 1500 --- ---- ---- Timber Excise Tax
10 R 960 ---- -- 1--- --- ---- ---- Local Taxes
10 R 960 ---- -- 2100 --- ---- ---- Tuition & Fees, Unassigned
10 R 960 ---- -- 2188 --- ---- ---- Day Care Tuition
10 R 960 ---- -- 2200 --- ---- ---- Sale of Goods/Supp/Serv
10 R 960 ---- -- 2298 --- ---- ---- Food Services
10 R 960 ---- -- 2600 --- ---- ---- Fines/Damages
10 R 960 ---- -- 2700 --- ---- ---- Rentals/Leases
10 R 960 ---- -- 2800 --- ---- ---- Insurance Recoveries
10 R 960 ---- -- 2900 --- ---- ---- Other Local Reimbursements
10 R 960 ---- -- 2910 --- ---- ---- E-Rate
10 R 960 ---- -- 2--- --- ---- ---- Local Support Non-Tax
10 R 960 ---- -- 3100 --- ---- ---- Apportionment
Uncollected
%
Balance Collected
101.58
500.00
0.00
441.47
58.53
88.29
30,000.00
863.92
48,642.46
-18,642.46
162.14
0.00
0.00
13,775.00
-13,775.00
0.00
661,718.00
7,191.47
177,330.42
484,387.58
26.80
50,000.00
0.00
83,303.98
-33,303.98
166.61
1,444,328.00
20,504.77
1,020,533.77
423,794.23
70.66
33,274,686.00
3,373,279.41
34,186,846.59
-912,160.59
102.74
10 R 960 ---- -- 3121 --- ---- ---- Apportionment-Sp Ed
1,120,727.00
119,557.22
1,195,605.08
-74,878.08
106.68
10 R 960 ---- -- 3300 --- ---- ---- Local Effort Assistance
1,472,686.00
280,463.34
1,616,047.80
-143,361.80
109.73
0.00
0.00
52,824.38
-52,824.38
0.00
35,868,099.00
3,773,299.97
37,051,323.85
-1,183,224.85
103.30
4,764,948.00
535,889.88
4,900,450.65
-135,502.65
102.84
351,647.00
38,056.80
380,567.96
-28,920.96
108.22
1,701,461.00
163,457.22
1,601,720.43
99,740.57
94.14
10 R 960 ---- -- 4158 --- ---- ---- Special & Pilot Programs
689,032.00
166.04
283,955.20
405,076.80
41.21
10 R 960 ---- -- 4165 --- ---- ---- Transitional Bilingual
321,117.00
35,171.06
324,961.84
-3,844.84
101.20
10 R 960 ---- -- 4174 --- ---- ---- Highly Capable
60,896.00
6,259.57
62,609.41
-1,713.41
102.81
10 R 960 ---- -- 4198 --- ---- ---- School Food Service
40,377.00
0.00
52,460.26
-12,083.26
129.93
10 R 960 ---- -- 4199 --- ---- ---- Transportation - Operation
1,808,935.00
179,401.45
1,799,221.75
9,713.25
99.46
10 R 960 ---- -- 4--- --- ---- ---- State Revenue-Special Purpose
9,738,413.00
958,402.02
9,405,947.50
332,465.50
96.59
10 R 960 ---- -- 5400 --- ---- ---- Federal In-Lieu-of Taxes
0.00
0.00
623.80
-623.80
0.00
10 R 960 ---- -- 5500 --- ---- ---- Federal Forests
0.00
0.00
29,303.03
-29,303.03
0.00
10 R 960 ---- -- 5--- --- ---- ---- Federal Rev-General Purpose
0.00
0.00
29,926.83
-29,926.83
0.00
1,517,092.00
124,281.44
1,516,708.69
383.31
99.97
77,124.00
18,467.40
77,124.00
0.00
100.00
10 R 960 ---- -- 3600 --- ---- ---- State Forests
10 R 960 ---- -- 3--- --- ---- ---- State Revenue-General Purpose
10 R 960 ---- -- 4121 --- ---- ---- Special Education
10 R 960 ---- -- 4122 --- ---- ---- Special Ed Infants & Toddlers
10 R 960 ---- -- 4155 --- ---- ---- Learning Assistance
10 R 960 ---- -- 6124 --- ---- ---- Special Ed - Supplemental
10 R 960 ---- -- 6138 --- ---- ---- Secondary Vocational Education
7
Longview School District
| August 2014 Budget Status Report
1
3frbud12.p
05.14.06.00.03-010158
GL 960 Revenues
LONGVIEW SCHOOL DISTRICT 122
GF Revenue Summary (Date: 8/2014)
Description
10 R 960 ---- -- 6151 --- ---- ---- Disadvantaged
1:47 PM
2013-14
Revised Budget
August
Activity
2013-14
Activity
11/04/14
PAGE:
Uncollected
%
Balance Collected
2,548,823.00
619,969.56
2,229,477.48
319,345.52
87.47
10 R 960 ---- -- 6152 --- ---- ---- School Improvement
600,450.00
75,391.72
525,443.98
75,006.02
87.51
10 R 960 ---- -- 6164 --- ---- ---- Limited English Proficiency
114,562.00
1,377.00
44,882.21
69,679.79
39.18
4,000.00
0.00
5,024.63
-1,024.63
125.62
10 R 960 ---- -- 6188 --- ---- ---- Daycare OSPI Revenue
10 R 960 ---- -- 6189 --- ---- ---- Other Community Services
17,200.00
46,316.04
54,762.69
-37,562.69
318.39
1,720,000.00
0.00
1,946,689.57
-226,689.57
113.18
59,693.00
0.03
59,693.66
-0.66
100.00
10 R 960 ---- -- 6300 --- ---- ---- Federal Grants
0.00
0.00
-146.06
146.06
0.00
10 R 960 ---- -- 6321 --- ---- ---- Medicaid Reimburements
0.00
-2,875.18
62,541.64
-62,541.64
0.00
140,000.00
0.00
147,076.00
-7,076.00
105.05
6,798,944.00
882,928.01
6,669,278.49
129,665.51
98.09
10 R 960 ---- -- 7197 --- ---- ---- Support Services
20,000.00
4,952.18
25,095.77
-5,095.77
125.48
10 R 960 ---- -- 7198 --- ---- ---- Food Services - Outside
32,000.00
-80.40
26,327.32
5,672.68
82.27
0.00
297.19
24,701.33
-24,701.33
0.00
52,000.00
5,168.97
76,124.42
-24,124.42
146.39
0.00
944.40
50,001.82
-50,001.82
0.00
7,800.00
543.70
7,290.07
509.93
93.46
10 R 960 ---- -- 6198 --- ---- ---- School Food Service
10 R 960 ---- -- 6268 --- ---- ---- Indian Education
10 R 960 ---- -- 6998 --- ---- ---- USDA Commodities
10 R 960 ---- -- 6--- --- ---- ---- Federal Rev-Special Purpose
10 R 960 ---- -- 7199 --- ---- ---- Transportation Billing Schools
10 R 960 ---- -- 7--- --- ---- ---- Other School Districts
10 R 960 ---- -- 8199 --- ---- ---- Transportation Billing Other
10 R 960 ---- -- 8200 --- ---- ---- Private Foundations
10 R 960 ---- -- 8500 --- ---- ---- Educational Service District
10 R 960 ---- -- 8--- --- ---- ---- Other Entities
Grand Revenue Totals
0.00
0.00
130,930.34
-130,930.34
0.00
7,800.00
1,488.10
188,222.23
-180,422.23
2,413.11
68,674,861.00
5,743,435.76
69,440,784.91
-765,923.91
101.12
% of Fiscal Year Completed – 100.00%
% of School Year Completed – 100.00%
•
1100 – Tax collection percentage is up.
•
2200 – Budget for Sales of Goods and Services included revenues now recorded in 7199 and 8199.
•
2900 – Included $400k of the $1.2M Contingency budget.
•
3100 – Due to increase from budgeted enrollment and increase in state funding per student.
•
4158 – Revenues for the National Board Certifications stipend make up most of the revenues. Much of the remaining budget is tied up in the budget contingency.
•
6151 – Title I revenues and expenditures are lower than budgeted for the year.
•
6198 – Food Service revenues are up due to increased participation and a small increase in the federal reimbursement rate.
•
6321 – Medicaid reimbursements are revenues from billing for the SLP and OT services to Medicaid. No revenues are budgeted due to uncertainty.
•
7199 – ASB and PTO transportation billings are recorded in 7199 per the State Accounting Manual. Revenues were initially budgeted in revenue code 2200.
•
8199 – Outside transportation billings are recorded in 8199 per the State Accounting Manual. Revenues were initially budgeted in revenue code 2200.
•
8500 – Refund from excess balance in ESD 112 Unemployment Pool.
8
Longview School District
| August 2014 Budget Status Report
2
3frbud12.p
05.14.06.00.03-010158
LONGVIEW SCHOOL DISTRICT 122
Object Summary (Date: 8/2014)
Description
5:09 PM
11/04/14
PAGE:
1
Original
Revised
August
YTD
Outstanding
Budget
Budget
Activity
Activity
Encumb
Balance
% of Revised
Budget
485,646.00
513,283.00
132,073.25
614,383.54
0.00
-101,100.54
119.70
-485,646.00
-513,283.00
-132,073.25
-614,383.54
0.00
101,100.54
119.70
---- -- 0---
Debit Transfers
---- -- 1---
Credit Transfers
---- -- 2---
Certificated Salaries
29,107,731.00
29,560,580.00
2,905,502.09
29,249,436.22
0.00
311,143.78
98.95
---- -- 3---
Classified Salaries
11,204,160.00
11,401,291.00
1,158,854.71
11,929,507.47
0.00
-528,216.47
104.63
---- -- 4---
Benefits
14,838,997.00
14,963,445.00
1,316,584.86
14,815,853.14
0.00
147,591.86
99.01
---- -- 5---
Supplies - General
7,716,667.00
6,291,380.59
1,008,395.79
5,258,627.28
0.00
1,032,753.31
83.59
---- -- 7---
Contractual - General
6,287,107.00
6,795,476.72
787,464.04
7,481,032.74
0.00
-685,556.02
110.09
---- -- 8---
Travel
117,627.00
231,736.69
16,979.71
174,956.82
0.00
56,779.87
75.50
---- -- 9---
Capitalized Equipment (> $5K)
204,132.00
232,511.00
52,183.56
201,447.90
0.00
31,063.10
86.64
69,476,421.00
69,476,421.00
7,245,964.76
69,110,861.57
0.00
365,559.43
99.47
Grand Expense Totals
% of Fiscal Year Completed – 100.00%
% of School Year Completed – 100.00%
Significant unspent supply budgets in Object 5 are as follows:
Program Description
BEA
CTE
Title II
LAP
Program No.
01, 02, 03, 04, 05
31,34,38
52
55
Special/Pilot
Technology
Food Service
58
97 Act 74
98
Transportation
99
Unspent (<Over>)
$28k
$92k
$72k
$586k
$186k
$52k
<$165k>
$30k
Supply Budgets
What is not spent will be carried over to next year.
Budget for potential carryover from 12-13 not spent.
Up to 10% of current year allocation may be carried
over to next year.
$174k of balance is in 5899 budget contingency.
Non-capitalized equipment underspent.
Increased spending for additional participation.
Additional revenue made up for additional cost.
Underspending on fuel.
Contractual Services Object 7
•
•
•
•
Special Ed <$459k> outplacement of students and
outside contracted staff
Board <$133k> Legal, Audit, and other
Utilities <$115k>
Net other $22k
9
Longview School District
The Actual Original (Adopted) Budget is
$69,476,333. The difference of $88 is a result
of a conversion error from the budget file that
could not be corrected in the general ledger.
| August 2014 Budget Status Report
3frbud12.p
05.14.06.00.03-010158
LONGVIEW SCHOOL DISTRICT 122
PP Summary (Date: 8/2014)
GL 530 Expenses Description
10 E 530 01- Basic Education
Original
Budget
Revised
Budget
August
Activity
2013-14
Activity
Outstanding
Encumb
5:10 PM
Balance
% of Revised
Budget
36,389,635.00
36,448,373
3,554,534.64
36,603,332.10
375.36
-155,334.46
100.43
10 E 530 02- ALE
158,247.00
158,247
15,303.72
165,053.54
0.00
-6,806.54
104.30
10 E 530 03- Occasional Work
443,768.00
443,768
13,016.68
342,287.32
0.00
101,480.68
77.13
10 E 530 04- Bld Spec Prgs
193,086.00
246,063
12,757.05
200,491.35
0.00
45,571.65
81.48
10 E 530 05- Districtwide De
248,883.00
248,883
11,068.06
185,448.44
0.00
63,434.56
74.51
37,433,619.00
37,545,334
3,606,680.15
37,496,612.75
0.00
48,721.25
99.87
7,126,946.00
7,145,471
773,152.95
7,661,978.61
0.00
-516,507.61
107.23
223,525.00
205,000
40,940.54
299,378.21
0.00
-94,378.21
146.04
10 E 530 24- Spec Ed - Feds
1,347,805.00
1,456,073
-57,708.48
1,455,705.48
0.00
367.52
99.97
10 E 530 2--
8,698,276.00
8,806,544
756,385.01
9,417,062.30
0.00
-610,518.30
106.93
10 E 530 31- Voc State
1,826,509.00
1,824,555
219,699.88
1,623,835.18
0.00
200,719.82
89.00
0.00
12,300
-13,929.28
86,568.37
0.00
-74,268.37
703.81
10 E 530 0-10 E 530 21- Special Ed
10 E 530 22- SpEd Inf&Toddlr
10 E 530 34- Mid Schl VOC
10 E 530 38- Vocational Fed
64,269.00
73,839
14,335.97
73,839.00
0.00
0.00
100.00
10 E 530 3--
1,890,778.00
1,910,694
220,106.57
1,784,242.55
0.00
126,451.45
93.38
10 E 530 51- Title I Pt A
2,418,625.00
2,440,233
584,109.83
2,134,492.64
0.00
305,740.36
87.47
522,026.00
575,034
69,780.42
503,222.99
0.00
71,811.01
87.51
10 E 530 55- LAP
1,586,422.00
1,628,972
179,737.47
1,082,763.26
0.00
546,208.74
66.47
10 E 530 58- Special/Pilot
1,112,795.00
562,224
175,416.79
295,273.25
0.00
266,950.75
52.52
10 E 530 5--
5,639,868.00
5,206,463
1,009,044.51
4,015,752.14
0.00
1,190,710.86
77.13
56,600.00
112,316
0.00
44,002.17
0.00
68,313.83
39.18
272,172.00
267,821
66,369.95
295,811.23
0.00
-27,990.23
110.45
10 E 530 52- Title II
10 E 530 64- Title III, LEP
10 E 530 65- Transition
10 E 530 68- Indian Ed
10 E 530 6--
75,161.00
57,150
0.00
57,150.63
0.00
-0.63
100.00
403,933.00
437,287
66,369.95
396,964.03
0.00
40,322.97
90.78
10 E 530 74- Highly Capable
50,789.00
50,789
3,164.14
62,586.02
0.00
-11,797.02
123.23
10 E 530 79- Other Instr Prgms
20,230.00
133,819
7,633.38
52,024.04
0.00
81,794.96
38.88
10 E 530 7--
71,019.00
184,608
10,797.52
114,610.06
0.00
69,997.94
62.08
10 E 530 88- Daycare
25,499.00
47,742
118.69
10,491.47
0.00
37,250.53
21.98
10 E 530 89- Comm Services
17,200.00
17,200
36,203.16
36,203.16
0.00
-19,003.16
210.48
10 E 530 8--
42,699.00
64,942
36,321.85
46,694.63
0.00
18,247.37
71.90
10,269,292.00
10,295,112
1,263,981.64
10,945,217.17
0.00
-650,105.17
106.31
10 E 530 98- Nutrition
2,510,290.00
2,510,290
108,735.29
2,597,201.26
0.00
-86,911.26
103.46
10 E 530 99- Transportation
2,516,647.00
2,515,147
167,542.27
2,296,504.68
0.00
218,642.32
91.31
10 E 530 9--
15,296,229.00
15,320,549
1,540,259.20
15,838,923.11
0.00
-518,374.11
103.38
Grand Expense
69,476,421.00
69,476,421
7,245,964.76
69,110,861.57
0.00
365,559.43
99.47
10 E 530 97- General Support
10
Longview School District
| August 2014 Budget Status Report
11/04/14
PAGE:
1
% of Fiscal Year Completed – 100.00%
•
•
•
•
•
•
•
% of School Year Completed – 100.00%
Prog 21 SpEd – Overspent budget due to increased costs for contracted staffing and student outplacement services.
Prog 31 Voc – Underspent. Excess can be carried over to next year.
Prog 34 M.S. Voc – New program for 2013-14 at Cascade M.S., expenditures were budgeted in Program 31.
Prog 51 Title I – Budgeted higher than actual funding. 15% of current year unspent allocation may be carries over to the next year.
Prog 52 Title II – Budgeted higher than actual funding. 100% of current year allocation may be carried over to the next year.
Pro 55 LAP – Underspent. 10% of current year allocation may be carried over to next year.
Prog 58 Special/Pilot – Most of the expenditures are for the National Board Certification stipend. $178K of the Budget contingency in Prog 5899 was unallocated at year
end.
Prog 64 Title III LEP – Budgeted higher than actual funding. Grant budget was spent.
Prog 79 Other Instr. Programs – $50k in Project Lead the Way budget to be carried over to 2014-15.
Prog 97 General Support – See Activity Summary Activities 11 to 15 and 61 to 84.
Prog 98 Nutrition Services – Increased expenditures over budget can be attributed to the net of slightly underspending wages and benefits and overspending on supplies
for additional participation in the meal programs.
Prog 99 Pupil Transportation – Underspent in Bus Driver wages and benefits, moved $60k in mechanic wages and benefits to the Motor Pool to comply with state
transportation funding model, underspent fuel and had increased billings, partly due to summer school.
•
•
•
•
•
The Actual Original (Adopted) Budget is
$69,476,333. The difference of $88 is a result
of a conversion error from the budget file that
could not be corrected in the general ledger.
11
Longview School District
| August 2014 Budget Status Report
3frbud12.p
05.14.06.00.03-010158
LONGVIEW SCHOOL DISTRICT 122
Activity Summary (Date: 8/2014)
GL 530 Expenditure/E Description
Revised
Budget
August
Activity
2013-14
Activity
---- 11 --- Board of Directors
191,750
191,750
82,627.27
319,410.22
0.00
-127,660.22
166.58
---- 12 --- Superintendent's Office
335,884
335,884
33,512.44
385,402.27
0.00
-49,518.27
114.74
---- 13 --- Business Office
812,671
812,671
78,589.93
837,735.87
0.00
-25,064.87
103.08
---- 14 --- Human Resources
568,698
568,698
77,137.90
664,157.24
0.00
-95,459.24
116.79
---- 15 --- Public Relations
170,438
170,438
7,635.46
160,185.22
0.00
10,252.78
93.98
1,360,205
1,421,721
194,209.80
1,540,811.46
0.00
-119,090.46
108.38
---- 22 --- Learning Resources
Outstanding
Encumb
11/04/14
PAGE:
Original
Budget
---- 21 --- Supervision
Balance
% of Revised
Budget
793,489
811,669
64,627.95
807,248.88
0.00
4,420.12
99.46
---- 23 --- Principals Office
4,415,388
4,449,386
302,393.12
4,483,373.89
0.00
-33,987.89
100.76
---- 24 --- Guidance & Counseling
1,535,607
1,563,378
170,891.91
1,681,727.58
0.00
-118,350.08
107.57
383,213
383,213
67,661.41
455,913.44
0.00
-72,700.44
118.97
2,398,284
2,396,939
185,145.97
2,505,121.55
0.00
-108,182.55
104.51
41,178,558
40,572,807
4,493,667.40
39,084,673.51
0.00
1,488,133.99
96.33
1,052,962
1,068,031
41,193.25
1,111,648.65
0.00
-43,617.65
104.08
---- 25 --- Pupil Management & Safety
---- 26 --- Health Related Services
---- 27 --- Teaching
---- 28 --- Extra Curricular
---- 29 --- Payments to other Districts
7,500
92,347
0.00
253,571.17
0.00
-161,224.17
274.59
1,034,593
1,375,988
114,162.95
1,210,156.94
0.00
165,831.06
87.95
---- 32 --- Instructional Technology
0
0
-14.23
66,627.36
0.00
-66,627.36
0.00
---- 33 --- Curriculum
0
0
35,562.87
35,562.87
0.00
-35,562.87
0.00
166,943
166,943
15,713.79
171,451.21
0.00
-4,508.21
102.70
117.49
---- 31 --- Instr. Prof. Dev.
---- 41 --- Nutrition Services
---- 42 --- Food
---- 44 --- Operations
---- 49 --- Transfers
---- 51 --- Supervision
940,719
934,219
16,021.36
1,097,645.49
0.00
-163,426.49
1,423,628
1,430,128
113,203.30
1,364,307.72
0.00
65,820.28
95.40
-17,200
-17,200
-36,203.16
-36,203.16
0.00
19,003.16
210.48
336,565
336,565
28,516.65
331,133.99
0.00
5,431.01
98.39
1,943,560
1,927,622
186,256.13
1,822,445.20
0.00
105,176.80
94.54
333,098
352,850
24,319.52
313,347.62
0.00
39,502.38
88.80
---- 56 --- Insurance
45,000
45,000
0.00
56,760.93
0.00
-11,760.93
126.14
---- 59 --- Transfers
---- 52 --- Operations
---- 53 --- Maintenance
-142,383
-147,697
-71,550.03
-227,885.06
0.00
80,188.06
154.29
---- 61 --- Supervision
290,880
289,242
24,064.08
274,822.91
0.00
14,419.09
95.01
---- 62 --- Grounds Maintenance
434,153
435,791
52,598.76
433,897.42
0.00
1,893.58
99.57
2,484,402
2,483,402
245,813.23
2,589,078.01
0.00
-105,676.01
104.26
---- 63 --- Operation of Buildings
---- 64 --- Maintenance
906,433
938,296
158,319.08
1,147,092.04
0.00
-208,796.04
122.25
1,857,576
1,857,576
251,452.86
1,973,481.64
0.00
-115,905.64
106.24
36,570
36,570
2,150.00
34,198.02
0.00
2,371.98
93.51
572,000
572,000
4,533.04
539,284.72
0.00
32,715.28
94.28
1,215,751
1,215,911
152,889.53
1,176,215.14
0.00
39,695.86
96.74
---- 73 --- Printing
216,970
207,281
70,064.29
166,613.77
0.00
40,667.23
80.38
---- 74 --- Warehouse & Distribution
158,710
158,710
24,651.01
170,815.90
0.00
-12,105.90
107.63
---- 75 --- Motor Pool
466
4,952
-2,057.24
72,826.78
0.00
-67,874.78
1,470.65
---- 83 --- Interest
500
500
0.00
0.00
0.00
500.00
0.00
---- 84 --- Principal
15,640
15,640
0.00
0.00
0.00
15,640.00
0.00
---- 91 --- Public Activities
17,200
17,200
36,203.16
36,203.16
0.00
-19,003.16
210.48
69,476,421
69,476,421
7,245,964.76
69,110,861.57
0.00
365,559.43
99.47
---- 65 --- Utilities
---- 67 --- Building & Property Security
---- 68 --- Insurance
---- 72 --- Information Systems
Grand Expense Totals
% of Fiscal Year Completed – 100.00%
12
5:10 PM
Longview School District
of School Year Completed – 100.00%
| August 2014 Budget Status Report
1
•
•
•
•
•
•
11 Board of Directors – Legal, elections, other contractual overspent.
12 Superintendent – Retirement of Superintendent.
13 Business Office – Salaries, postage, contractual overspent.
14 Human Resources – Salaries and benefits overspent.
25 Pupil Management & Safety - Truancy Officer $47k was budgeted in Activity 21, additional pay and substitutes for Para supervision $18k, additional SRO costs $6k.
27 Teaching –
o Pro g 31 CTE $296, total budget unspent as a whole $200k
o Prog 51 Title I $223k, total budget unspent as a whole $305k
o Prog 55 LAP $590k, total unspent as a whole $546k
o Prog 58 Special Pilot $276k, total unspent as a whole $267k.
29 Payments to Other Districts – Contracts for services in out of district programs provided to Special Education students.
31 Instructional Professional Development - Under spent TPEP training budget.
42 Food – Spending high due to increased participation.
52 Operations (Transp) – Underspent bus driver salaries and benefits.
56 Insurance – Insurance premium for bus fleet is higher than budgeted.
59 Transfers (Transp) – Billings out to departments for extracurricular, field trips and summer school was higher than budget.
63 Operations (Custodial) – Wages and benefits exceeded budget by $78k, the remainder of overspending came from MSOCs.
64 Mainteance – Maint Dept overspent $51k, un budget Summer Projects $95k, Safety over by $26k, Kessler Insurance Claim costs $45 to reimbursed by insurance.
65 Utilities – Over budget for Natural Gas and City Water/Sewer/Sanitation.
75 Motor Pool – Vehicle ordered for 2012-13 was not received and paid until 2013-14. A portion of the bus mechanics salaries is charged to Motor Pool to comply with
the State Accounting Manual. This change occurred after the budget was approved. Bus mechanic salaries were budgeted in Pupil Transportation Activity 53.
91 Public Activities – Summer Food Service Program expenditures and revenues were higher than budget.
•
•
•
•
•
•
•
•
•
•
•
The Actual Original (Adopted) Budget is
$69,476,333. The difference of $88 is a result
of a conversion error from the budget file that
could not be corrected in the general ledger.
13
Longview School District
| August 2014 Budget Status Report
LONGVIEW SCHOOL DISTRICT
CAPITAL PROJECTS FUND
STATEMENT OF REVENUE, EXPENDITURES & CHANGE IN FUND BALANCE
For the period ending August 31, 2014
Revised
Budget
A.
Revenues & Other Financing Sources
1000 Local Taxes
1,428,464
2000 Local Non-Tax
113,128
3000 State, General Purpose
5,083
4000 State, Special Purpose
500,000
5000 Federal, General Purpose
48
6000 Federal, Special Purpose
0
7000 Revenues From Other Schl. Distr.
0
8000 Other Agencies & Assoc.
0
9000 Other Financing Sources
975,000
Subtotal
3,021,723
9900 Transfers In From General Fund
500,000
A. Total Revenues & Other Financing Sources 3,521,723
Expenditures
10 Sites
20 Buildings
30 Equipment
40 Energy
50 Sales & Lease Expenditure
60 Bond Issuance Expenditure
90 Debt
B. Total Expenditures
Current
Month
Encumbrances
YTD
13,382
1,182
0
0
0
0
0
0
0
14,564
0
14,564
1,450,933
14,730
5,083
0
60
0
0
0
0
1,470,807
500,000
1,970,807
499,312
3,826,954
1,480,000
0
0
0
0
5,806,266
320,937
970,523
262,679
500,000
0
0
0
2,054,139
465,984
1,363,702
1,236,226
500,001
0
0
0
3,565,913
0
0
0
0
0
0
Balance
YTD as %
of Budget
(22,469)
98,398
(0)
500,000
(12)
0
0
0
975,000
1,550,916
0
1,550,916
101.57%
13.02%
100.01%
0.00%
125.10%
0.00%
0.00%
0.00%
0.00%
48.67%
100.00%
55.96%
33,328
2,463,252
243,774
(500,001)
0
0
0
2,240,353
93.33%
35.63%
83.53%
0.00%
0.00%
0.00%
0.00%
61.41%
B.
C.
D.
Other Fin. Uses Transfr Out (GL 536)
Other Financing Uses (GL 535)
E.
Excess of Revenues & Other Fin Sources
Over (Under) Exp & Other Finance Uses
(2,284,543) (2,039,575) (1,595,105)
F.
G.
H.
Total Beginning Fund Balance
Prior Year Adjustment (GL 898)
Total Ending Fund Balance
3,871,177
0
1,586,634
3,871,177
0
2,276,072
I.
Ending Funding Balance Accounts
830 Restricted for Debt Service
862 Committed from Levy Proceeds
863 Restricted from State Proceeds
889 Assigned to Fund Purposes
Total Ending Fund Balance Accounts
0
994,705
0
591,929
1,586,634
1,120,991
434,358
696,288
24,435
2,276,072
14
Longview School District
| August 2014 Budget Status Report
0
0
0
0
0
0
0
0
Fund balance is being
spent down on the OSPI
Energy Grant projects.
$1.1M is restricted for
Debt Service on financing
of $975K of the energy
project. Most of the
Restricted from State
Proceeds (State Match
from bond sale) will be
spent in 14-15 to
complete the energy
project.
Longview School District
Net Cash Balance
Capital Projects Fund
$6,000,000
$5,000,000
$4,000,000
$3,000,000
$2,000,000
$1,000,000
$0
Longview School District
Net Cash Balance- July
Capital Projects Fund
$6,000,000
`
$5,000,000
$4,000,000
$3,000,000
$2,000,000
$1,000,000
$0
15
Longview School District
| August 2014 Budget Status Report
LONGVIEW SCHOOL DISTRICT
DEBT SERVICE FUND
STATEMENT OF REVENUE, EXPENDITURES & CHANGE IN FUND BALANCE
For the period ending August 31, 2014
Revised
Budget
A.
Current
Month
Encumbrances
YTD
Revenues & Other Financing Sources
1000 Local Taxes
2000 Local Non-Tax
3000 State, General Purpose
8000 Other Agencies & Assoc.
9000 Other Financing Sources
A.
Total Revenue & Othr Fin Sources
4,199,875
2,000
3,000
0
0
4,204,875
39,670
106
0
0
0
39,775
4,268,219
1,598
14,966
0
178
4,284,961
Expenditures
1xxx Principal Payments on Bonds
2xxx Interest Payments on Bonds
3100 Interfund Loan Interest
4100 Bond Transfer Fees
5100 Arbitrage Rebate
6100 Underwriter's Fees
B.
Total Expenditures
2,845,000
1,448,249
0
10,000
0
0
4,303,249
0
(0)
0
0
0
0
(0)
2,845,000
1,448,249
0
1,658
0
0
4,294,907
C.
D.
Other Fin. Uses Transfr Out (GL 536)
Other Financing Uses (GL 535)
0
0
0
0
0
0
E.
Excess of Revenues & Other Fin Sources
Over (Under) Exp & Other Finance Uses
(98,374)
39,775
(9,946)
B.
F.
G.
H.
Total Beginning Fund Balance
Prior Year Adjustment (GL 898)
Total Ending Fund Balance
1,315,000
0
1,216,626
1,381,979
0
1,372,033
I.
Ending Funding Balance Accounts
830 Restricted for Debt Service
Total Ending Fund Balance Accounts
1,216,626
1,216,626
1,372,033
1,372,033
16
Longview School District
| August 2014 Budget Status Report
Balance
YTD as %
of Budget
0
(68,344)
402
(11,966)
0
(178)
(80,086)
101.63%
79.92%
498.85%
0.00%
0.00%
101.90%
0
0
0
0
0
0
0
0
0
0
8,342
0
0
8,342
100.00%
100.00%
0.00%
16.58%
0.00%
0.00%
99.81%
Longview School District
Net Cash Balance
Debt Service Fund
$4,000,000
$3,000,000
$2,000,000
$1,000,000
$0
Longview School District
Net Cash Balance- July
Debt Service Fund
$4,000,000
`
$3,000,000
$2,000,000
$1,000,000
$0
17
Longview School District
| August 2014 Budget Status Report
LONGVIEW SCHOOL DISTRICT
ASSOCIATED STUDENT BODY FUND
STATEMENT OF REVENUE, EXPENDITURES & CHANGE IN FUND BALANCE
For the period ending August 31, 2014
Revised
Budget
A.
B.
Current
Month
Encumbrances
YTD
Revenues
1000 General Student Body
2000 Athletics
3000 Classes
4000 Clubs
6000 Private Moneys
A.
Total Revenues
374,600
354,175
25,900
262,870
0
1,017,545
578
13,092
0
158
0
13,828
249,683
246,408
22,160
103,588
2,498
624,337
Expenditures
1000 General Student Body
2000 Athletics
3000 Classes
4000 Clubs
6000 Private Moneys
B.
Total Expenditures
293,076
392,432
29,062
276,867
0
991,437
16,719
17,696
0
185
1,029
35,628
169,784
265,076
19,992
124,730
2,862
582,444
0
0
0
0
0
0
26,108
(21,800)
41,892
C.
D.
Other Fin. Uses Transfr Out (GL 536)
Other Financing Uses (GL 535)
E.
Excess of Revenues & Other Fin Sources
Over (Under) Exp & Other Finance Uses
F.
G.
H.
Total Beginning Fund Balance
Prior Year Adjustment (GL 898)
Total Ending Fund Balance
94,635
0
120,743
124,288
0
166,181
I.
Ending Funding Balance Accounts
819 Restricted for Fund Purposes
Total Ending Fund Balance Accounts
120,743
120,743
166,181
166,181
18
Longview School District
23,441
18,961
64
1,559
0
44,025
| August 2014 Budget Status Report
Balance
YTD as %
of Budget
124,917
107,767
3,740
159,282
(2,498)
393,208
66.65%
69.57%
85.56%
39.41%
0.00%
61.36%
99,851
108,395
9,006
150,577
(2,862)
364,968
65.93%
72.38%
69.01%
45.61%
0.00%
63.19%
Longview School District
Net Cash Balance
Associated Student Body Fund
$250,000
$200,000
$150,000
$100,000
$50,000
$0
Longview School District
Net Cash Balance- July
Associated Student Body Fund
`
$200,000
$150,000
$100,000
$50,000
$0
19
Longview School District
| August 2014 Budget Status Report
ASB Fund
Budget Status Report by School
MONTH:
August 2014
REVENUES
Actual
For Month
Budgeted
General Student Body
R.A. Long
Mark Morris
(000)
(464)
(466)
TOTAL
$0
$288,150
$729,395
$1,017,545
Actual
For Year
$0.00
$3,264.86
$10,562.91
$13,827.77
$0.00
$282,017.97
$342,319.32
$624,337.29
Budgeted
Less Actual
Percent
$0.00
$6,132.03
$387,075.68
$393,207.71
0.00%
97.87%
46.93%
61.36%
EXPENDITURES
Actual
For Month
Budgeted
General Student Body
R.A. Long
Mark Morris
(000)
(464)
(466)
TOTAL
$0
$244,100
$747,337
$991,437
Actual
For Year
$0.00
$26,061.72
$9,566.47
$35,628.19
$0.00
$288,075.46
$294,368.79
$582,444.25
Budgeted
Encumbered Less Actual
$0.00
$28,653.25
$8,484.76
$37,138.01
$0.00
-$72,628.71
$444,483.45
$371,854.74
TRANSFERS
R.A. Long
M ark M orris
TOTAL
$0.00
$0.00
$0.00
BEGINNING FUND BALANCE
General Student Body
R.A. Long
M ark M orris
TOTAL
(000)
(464)
(466)
$0.00
$46,196.37
$78,091.53
$124,287.90
ENDING FUND BALANCE
General Student Body
R.A. Long
M ark M orris
TOTAL
20
Longview School District
(000)
(464)
(466)
| August 2014 Budget Status Report
$0.00
$40,138.88
$126,042.06
$166,180.94
Percent
129.75%
40.52%
62.49%
Private Purpose Trust Fund
Budget Status Report
MONTH:
August 2014
REVENUE
Actual
Actual
for Month
for Year
Actual +
Encumbe re d
Scholarships
(3000's)
$3,657.00
$39,929.10
$39,929.10
Student Aid
(2000's)
$522.99
$2,620.74
$2,620.74
Other
$0.00
TOTAL
$4,179.99
$42,549.84
$42,549.84
EXPENDITURE
Actual
Actual
for Month
for Year
Actual +
Encumbered
Encumbe re d
Scholarships
(3000's)
$500.00
$23,964.27
$0.00
$23,964.27
Student Aid
(2000's)
$0.00
$697.00
$0.00
$697.00
Other
$0.00
TOTAL
$500.00
$24,661.27
$0.00
$24,661.27
TRANSFERS
Scholarships
$0.00
Student Aid
$0.00
Other
$0.00
TOTAL
$0.00
Beginning Fund Balance *************************
$273,718.99
Ending Fund Balance **************************** $291,607.56
Majority of the Private Purpose Trust balance belongs to scholarships within the RA Long Foundation.
21
Longview School District
| August 2014 Budget Status Report
Longview School District
Net Cash Balance
Private Purpose Trust Fund
$350,000
$300,000
$250,000
$200,000
$150,000
$100,000
$50,000
$0
Longview School District
Net Cash Balance- July
Private Purpose Trust Fund
$350,000
`
$300,000
$250,000
$200,000
$150,000
$100,000
$50,000
$0
22
Longview School District
| August 2014 Budget Status Report
LONGVIEW SCHOOL DISTRICT
TRANSPORTATION VEHICLE FUND
STATEMENT OF REVENUE, EXPENDITURES & CHANGE IN FUND BALANCE
For the period ending August 31, 2014
Revised
Budget
A.
Current
Month
YTD
Encumbrances
Revenues & Other Financing Sources
1000 Local Taxes
2000 Local Non-Tax
3000 State, General Purpose
4000 State, Special Purpose
5000 Federal, General Purpose
8000 Other Agencies & Assoc.
9000 Other Financing Sources
Subtotal
9900 Transfers In From General Fund
Total Revenues & Other Financing Sources
0
4,800
0
300,000
0
0
0
304,800
100,000
404,800
0
25
0
309,833
0
0
0
309,857
0
309,857
0
7,763
0
309,833
0
0
0
317,595
100,000
417,595
B.
Expenditures
30 Equipment
60 Bond Levy Issuance
90 Debt
Total Expenditures
515,298
0
0
515,298
0
0
0
0
489,157
0
0
489,157
C.
D.
Other Fin. Uses Transfr Out (GL 536)
Other Financing Uses (GL 535)
0
0
0
0
0
0
E.
Excess of Revenues & Other Fin Sources
Over (Under) Exp & Other Finance Uses
(110,498)
309,857
(71,561)
A.
B.
F.
G.
H.
Total Beginning Fund Balance
Prior Year Adjustment (GL 898)
Total Ending Fund Balance
789,692
0
679,194
789,692
0
718,131
I.
Ending Funding Balance Accounts
819 Restricted for Fund Purposes
Total Ending Fund Balance Accounts
679,194
679,194
718,131
718,131
23
Longview School District
| August 2014 Budget Status Report
Balance
0
(2,963)
0
(9,833)
0
0
0
(12,795)
0
0
0
0
YTD as %
of Budget
(12,795)
0.00%
161.72%
0.00%
103.28%
0.00%
0.00%
0.00%
104.20%
100.00%
103.16%
26,141
0
0
26,141
94.93%
0.00%
0.00%
94.93%
Includes increase of
$327,000 in budget
authority to cover the cost
of the two 2012-13 buses
received and paid for in
2013-14.
Longview School District
Net Cash Balance
Transportation Vehicle Fund
$1,000,000
$800,000
$600,000
$400,000
$200,000
$0
Longview School District
$1,000,000
Net Cash Balance- July
Transportation Vehicle Fund
`
$800,000
$600,000
$400,000
$200,000
$0
24
Longview School District
| August 2014 Budget Status Report
Attachment 11-24-13B
Memorandum
Date:
November 24, 2014
To:
Board of Directors
From:
Dr. Gregory Kirsch, Superintendent
(Prepared by Larry Mayfield, Executive Director of Finance)
Subject:
November 2014 Enrollment Report
Background:
For the months of September through May the Board is provided a monthly enrollment report to assist
in monitoring Budget versus Actual FTE Enrollment.
BEA FTE Enrollment
2008-09
2009-10
2010-11
2011-12
2012-13
2013-14
2014-15
Budget
(Undr)/Ovr
Sept
6,801
6,594
6,502
6,298
6,205
6,322
6,296
6,401
(105)
Oct
6,839
6,647
6,583
6,348
6,276
6,437
6,370
6,494
(124)
Nov
6,785
6,646
6,556
6,335
6,276
6,449
6,342
6,501
(159)
Dec
6,749
6,635
6,513
6,315
6,258
6,437
6,326
6,485
(159)
Jan
6,696
6,600
6,442
6,286
6,206
6,381
6,272
6,431
(159)
Feb
6,705
6,603
6,438
6,264
6,220
6,361
6,269
6,428
(159)
Estimated
Mar
Apr
6,660
6,589
6,592
6,531
6,416
6,393
6,198
6,157
6,178
6,132
6,348
6,350
6,241
6,220
6,400
6,379
(159)
(159)
May
6,589
6,513
6,370
6,156
6,139
6,347
6,222
6,381
(159)
June
6,282
6,112
6,122
6,201
6,186
6,345
(159)
Average
6,712
6,596
6,468
6,247
6,201
6,363
6,274
6,425
(150)
Estimate based on 2013-14 Enrollment Trend by Grade Level
Estimate based on 2012-13 Enrollment Trend by Grade Level
Estimate based on 2011-12 Enrollment Trend by Grade Level
Estimate based on 3yr Average of 2011-12 to 2013-14 Enrollment Trend by Grade Level
(119)
(131)
(156)
(135)
The monthly budget is calculated on the averages of the prior two years trend.
As of the November count, District Average Annual FTE (AAFTE) is estimated to be short of budget
between (119) FTE or (1.85%) and (156) FTE or (2.43%). This AAFTE decrease roughly translates
into a potential decrease in apportionment revenues of between ($678,300) and ($889,200), before
taking into consideration changes in SpEd and CTE enrollment.
Special Ed Enrollment
Estimated
2008-09
2009-10
2010-11
2011-12
2012-13
2013-14
2014-15
Sept
841
799
823
796
821
876
888
Oct
858
828
870
832
873
923
904
Nov
832
847
869
850
881
931
893
Dec
832
840
859
860
875
922
885
Jan
813
842
853
861
874
925
886
Feb
822
844
846
863
886
917
888
Mar
816
852
853
859
886
918
889
Apr
804
844
858
853
878
905
878
May
803
832
847
862
891
915
890
854
890
912
888
OctMay/Jun
Ave
823
841
857
855
882
919
889
Budget
(Undr)Ovr
867
21
918
(14)
926
(33)
918
(33)
919
(33)
921
(33)
922
(33)
911
(33)
923
(33)
921
(33)
920
(31)
Kinder - 21
Jun
A 2 year average was used for calculating the monthly SpEd K-21 budget.
Assuming Kinder to 21 SpEd enrollment will follow the prior two year trend, the average annual
enrollment is estimated to be (31) students less than budget. At this enrollment level the SpEd % of
BEA enrollment would be approximately 13.95%.
This reduction in SpEd K-21 enrollment combined with a reduction in BEA enrollment is estimated to
result in a reduction in SpEd K-21 revenue of ($154k).
Estimated
Birth-PreK
2008-09
2009-10
2010-11
2011-12
2012-13
2013-14
2014-15
Budget
(Undr)Ovr
Sept
135
128
137
131
128
113
99
118
(19)
Oct
139
129
151
140
136
133
122
132
(10)
Nov
151
152
160
152
155
157
137
153
(16)
Dec
156
155
167
167
158
172
146
162
(16)
Jan
160
157
172
171
158
174
147
163
(16)
Feb
168
164
174
174
157
176
147
163
(16)
Mar
171
167
179
177
161
177
150
165
(16)
Apr
173
169
179
177
156
177
147
163
(16)
May
182
178
184
174
162
180
152
167
(16)
Jun
173
176
176
157
172
(16)
OctMay/Jun
Ave
163
159
171
167
158
169
145
160
(15)
A 2 year average was used for calculating the monthly SpEd Birth to PreK budget.
0-PreK population is down (20) students from November 2013 and down (16) from the monthly budget.
The shortfall of students from the monthly budget is comprised of a shortfall of (11) in Birth to 2
(Progress Center) and a shortfall of (5) in 3 to PreKinder (Broadway).
This reduction in SpEd Birth to Pre-Kinder enrollment is estimated to result in a reduction in SpEd Birth
to Pre-Kinder revenue of ($99k).
Proposal:
The attached enrollment report is included as information only.