SITE-BASEDBUDGETGUIDEFORSCHOOLSITEBALANCESCORECARDDEVELOPMENT(IncludingSuggestions,ExamplesandExemplarsforBSC)RevisedFebruary2016

WeareverypleasedtopresentyouwiththisBalancedScoreCard(BSC)Site-BasedBudgetDevelopmentGuide,whichwillbeanimportantresourceduringyourplanningprocessfornextschoolyear. Asyoumoveforward,weurgeyoutobuildonpastsuccesses,maketheplanningprocessaninclusivediscussionamongyourschoolcommunity,andkeepfocusedonmeetingthedifferentiatedneedsofyourstudents.SiteswillcontinuetoseechangesstemmingfromCalifornia’snewK-12educationfundingframework,theLocalControlFundingFormula(LCFF),anditsaccompanyingaccountabilitytool,theLocalControlAccountabilityPlan(LCAP). TheState’sadoptionofLCFFincludesseveralshiftsthataffectsitelevelplanninginSFUSD,suchasphasingoutcertainresources,addingorrenamingothers,andaligningfundingtodifferencesinstudents’needs. Manyofthesemodificationsaredescribedinthisguide,andwelookforwardtoassistingallschoolsitesinunderstandingkeyelementsofthistransition.Asinprioryears,youshouldexpectthefollowingoftheBSCPlanningprocess:

• AfocusontheroleoftheSchoolSiteCouncilindesigningaBSCandbudgetforeachschool;• TheuseofasingleBSCtemplatetoassistyouindevelopingaBSCandbudgetthateffectively

guidedecision-makingandschoolworktomeettheneedsofallyourstudents;• ContinuedimplementationoftheWeightedStudentFormula(WSF),throughwhichschools

areallocatedlocalresourcesindollarsratherthanpositions;and,• Supportfromthecentraloffice,withleadershipfromyourassistantsuperintendents.

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TableofContentsBalancedScoreCardPlanningandSite-BasedBudgetingProcessfor2015-2016..............................................................................4

Overview:BalancedScoreCardPlanningandSite-BasedBudgetDevelopment..................................................................................5

KeyComponents:BalancedScoreCardPlanningandSite-BasedBudgetingProcess..........................................................................6

BalancedScoreCardPlanningandSite-BasedBudgetingProcessTimelineforSchoolYear2015-2016..............................................7

TaskList:ManagingthePlanningandBudgetingProcess....................................................................................................................8

Decision-MakingGuidelines.................................................................................................................................................................9

DisputeResolution................................................................................................................................................................................9

DistrictTechnicalAssistanceTeam....................................................................................................................................................10

WebResources..................................................................................................................................................................................11BudgetDevelopmentandStaffing.................................................................................................................................................12

BudgetSubmissionChecklist.............................................................................................................................................................13

BuildingaBetterBudget....................................................................................................................................................................14

BudgetingResponsibilities(Sitevs.CentralOffice)...........................................................................................................................15

SFUSDCertificatedHiringProcess.....................................................................................................................................................16

ProcessOverview:AQuickGuidetofillopenpositions-forClassifiedStaff....................................................................................17

HRStaffingContacts2015-2016........................................................................................................................................................18

CertificatedStaffingCalendarDates..................................................................................................................................................20

AverageSalariesandBenefitCostsfor2015-2016..........................................................................................................................21GuidelinesforVariousFundingSources.........................................................................................................................................22

FundingSourcesManagedbySchoolSites........................................................................................................................................23

LocalControlFundingFormula(LCFF)...............................................................................................................................................25

LCFFFundingGuidelines....................................................................................................................................................................26

ExamplesofAllowableExpenditures.................................................................................................................................................27

ExamplesofAllowableExpenditures(continued).............................................................................................................................28

ExamplesofAllowableExpenditures(continued).............................................................................................................................29

GuidelinesforFundingArtsandMusic,Libraries,Athletics,andPhysicalEducation........................................................................30

PublicEducationEnrichmentFund(PropH)......................................................................................................................................32

2015-2016Site-BasedBudgetingGuide............................................................................................................................................32

CategoricalProgramFundingGuideline............................................................................................................................................33

ExamplesofAllowableExpenditures.................................................................................................................................................34PriorityActionAreasandComplianceRequirements.....................................................................................................................35

StateandFederalFundedPrograms(FAQ)........................................................................................................................................36

SpecialEducationServices.................................................................................................................................................................41

EnglishLearnerPathwaysandServices.............................................................................................................................................45

GiftedandTalentedEducation(GATE)..............................................................................................................................................48AppendixA:ResourcesforCommunityandSchoolSiteCouncilMeetings.......................................................................................50

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BalancedScoreCardPlanningandSite-BasedBudgetingProcessfor2016-2017Thissectioncontainsgeneralinformationaboutthe2016-2017BalancedScoreCardplanningandsite-basedbudgetingprocess.Theintentofthissectionistomakecleartheprogrammaticandstaffingrequirementsforschools,aswellasguidelinesfordecision-makingasschoolsundertaketheprocess.

Includedhereare:

• KeyComponents:BalancedScoreCardPlanningandSite-BasedBudgetingProcess• Timeline:BalancedScoreCardPlanningandSite-BasedBudgetingProcess• TaskList:ManagingthePlanningandBudgetingProcess• Decision-MakingGuidelines• DisputeResolutionProcess• DistrictTechnicalAssistanceTeam• WebResources

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KeyComponents:BalancedScoreCardPlanningandSite-BasedBudgetingProcess

Component

District SchoolSiteCouncil(IncludingPrincipal)

Principal(AdditionalResponsibilities)

BalancedScoreCard(BSC)

SettheoverarchinggoalsCreate/distributetheBSC-SPSAtemplateProvideguidelines,monitorimplementation,andclarifystate/federallegalcompliance

Analyzestudentdata/instructionalsuccessGathercommunityinputRefinetheBalancedScoreCardMonitorimplementationandBSCprogress

DrafttheBalancedScoreCardImplement,monitor,andreportprogressontheBSCmeasuresateverySSCmeeting

Budget

ProvideschoolswithbudgetallocationsCreate/distributethesitebudgetingtemplateProvideequitableservicestositesTrainandaidSSCsandprincipalsonbudget

PrioritizefundingforacademicneedsIdentifyprioritiesforadditionalprograms(iffundsbecomeavailable)andprioritiesforcuts(ifreductionsarenecessary)

EnsurenecessarystepstoimplementDistrictandSSCbudgetarypriorities(e.g.writingrequisitions,monitoringcontractors,etc.)

PlanandBudgetReview

Reviewplansforquality,legalcompliance,andconsistencywithDistrictgoalsMakerecommendations,asneededEnsureeasyaccessforeachschool’sBSCandsitebudgetinformation

AnnuallyapproveBalancedScoreCardandsitebudget(categoricalfunding)ApproveanysubstantivechangestotheBalancedScoreCardorcategoricalfundsIncorporatefeedbackfromDistrict

ConsultwithDistrictreviewersCommunicatefeedbackfromDistrictreviewerstotheSSCFacilitateanynecessaryrevisionsSubmitrevisedplanforfinalapproval

Note:IftheSSCandthePrincipalareunabletoreachanagreement,LEADwillprovidemediation

Curriculum,Instruction,

andProfessionalDevelopment

ProduceCommonCorestandards-basedcurriculumandinstructionalguidesRecommendCommonCorestandards-basedacademicinterventionprogramsProvidequarterlycommonassessmentsOfferprofessionaldevelopmentopportunitiesformasteringCommonCorestandardsandplanninginterventions

Assessneeds,basedonschool,District&StatestudentachievementdataReviewschool-basedprofessionaldevelopmentstrategiestoaddressneedsDecideonsupplementarycurriculumandinstructionalmaterials,inalignmentwithCommonCorestandards,toaddressneedsMonitorstudentacademicproficiency

ImplementDistrictandSSCdecisionsMonitorimplementationofCommonCorestandards-basedcurriculumandinstructionMonitor,evaluate,andreporttheeffectivenessofinstructionandacademicinterventionprogramsOrganizeschool-basedprofessionaldevelopment

Staffing

Assistsitesinmeetingtheirstaffinggoalsthroughcounseling,recruitment,andappointmentprocessing

AdviseonpositionstobefundedtoaddressneedsidentifiedintheBalancedScoreCardApprovesupplementalstaffobtainedthroughsupplementalcategoricalfundingFollowthecivilservicesrulesandcontractualobligationsforstaffing

Hireallsite-fundedstaffmembersAssignstafftojobsConsolidatepositionswhenrequiredEnsurethatcivilservicerules,contractualobligations,andDistrictproceduresarefollowed

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BalancedScoreCardPlanningandSite-BasedBudgetingProcess

TimelineforSchoolYear2016-2017Date TaskFeb3 BUDGETPROCESSKICKOFF: SuperintendentCarranzaframestheyearahead

Feb4-Feb20SETSCHOOLSITEPRIORITIES: EngageyourbroaderschoolcommunityinsettingprioritiesforthecomingyearbyreflectingonprogresssincedraftingtheBSCinSpring2015andgatheringinputfromparentsandothersaboutwhatshouldbeamendedforthe16-17schoolyear.

Feb18 BUDGETSANDRESOURCESRELEASED:Preliminarybudgetallocationsandothercentralsupportsdistributedtoschoolsites.

Feb20

SCHOOLPLANNINGRETREAT:1. TrainingforSSC/ELAC/SACmembers2. PreliminarybudgetallocationsdistributedtoschoolsitesNote: Principalswillreceive

allocationsseveraldayspriortoRetreat3. RevisionstotheBSC/SinglePlanforStudentAchievement(BSC/SPSA)templateare

presentedtoprincipalsandschoolplanningteammembers

Feb20-Mar25DEVELOPYOURPLAN:Usingdata,feedbackfromthecommunity,andlessonsfromthecurrentyear,everyschooldevelopsabudgetandaBalancedScoreCard(BSC),whichencompassesthefederallyrequiredSinglePlanforStudentAchievement(SPSA).

Feb20-Mar25

COMMUNITYMEETING(S): Everyschoolholdsatleastonecommunitymeeting(e.g.,anextendedschoolsitecouncilmeeting)togatherinputfromparentsandothersintheschoolcommunityaboutwhatshouldbeincludedinthebudgetandBSC/SPSANote:SchoolsareencouragedtoholdonecommunitymeetinginFebruarytoexplaintheprocessandgatherinputandasecondcommunitymeetinginMarchtosharebudgetsandBSC’swhendraftsareavailable.

Mar9,Mar16,&Mar23 TRAINING&TECHNICALASSISTANCE:BudgettraininglabsonFileMakerPro

Mar25

BUDGETSDUE: BudgetsareapprovedandsignedoffbytheSSCandthePrincipal.SchoolssubmitcompletedbudgetstoAssistantSuperintendentsandtotheBudgetServicesoffice

(bbsc@sfusd.edu).

BSC’sDUE:BSC’saretobeapprovedandsignedoffbytheSSCandthePrincipal.Completed

BSC’sarethensubmittedtoAssistantSuperintendentforreview.

Note:“SectionII:DataAnalysisConference”oftheBSCistobecompletedinSeptemberonceSBACresultsandfinalbudgetallocationsareavailable

Mar29-Apr23 DistrictReviewsBudgetandBSC/SPSA

Jul-Aug SchoolDataConferenceswithLEAD,Research,PlanningandAccountability

Sep FinalBudgetAllocations*

Sep SectionIIandfinalrevisionstoBSC/SPSAdue

Sep-Oct DistrictReviewsBudgetandBSC/SPSA

Oct BSC’s/SPSA’spresentedtotheBoardofEducation*FinalallocationswillreflectactualenrollmentforWeightedStudentFormula,aswellasanychangestototalamountsavailableinanyspecificresources. WSFallocationswillalsoreflectaholdharmless“buffer”thathelpsabsorbmid-yearbudgetcutsatschoolswithenrollmentfallingbelowspringprojections. InSY2015-16,thebufferamountwas$35,000andappliedtoschoolswithincreasingbudgets(i.e.,gainsatschoolswithbudgetincreasesweresuppressedbyupto$35,000). TheamountissubjecttochangeforSY2015-16finalfallallocations,butsitesshouldbeawareofthisgeneralissueandplanaccordingly.

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TaskList:ManagingthePlanningandBudgetingProcess Outreach BalancedScoreCardPlanning BudgetDevelopmentKeyPersonnel

TeamLead______________TeamMembers______________________________________________________________________

TeamLead______________TeamMembers_________________________________________________________________

TeamLead______________TeamMembers_________________________________________________________________

BestPractices

• Holdcommunitymeetingsinconjunctionwithothereventsthatbringparentstoschool.

• Organizecommunitymemberstotalkinsmallgroups,andcapturetheirfeedback.

• Createwrittensummariesofkeyproposals/choicessothatallconstituenciesgetthesameinformationandhaveanopportunitytogiveinput.

• AskSSCmemberstoshareproposalswiththeirconstituenciesandgetfeedback.

• UsestudentachievementdataasthebasisforalldiscussionsoftheBSC/SPSA.

• ProvidethePrincipalwiththeopportunitytoframehis/hervisionforschoolimprovement.

• UsetheSSCasasteeringcommitteethatholdsdiscussionsatahighlevel.

• EmpowersmallgroupstodrafttheBSC/SPSA.

• Makesuretwopeopleattheschoolknowhowtousethebudgetsoftware.

• Createadocumentthatmakesitclearwhatthetotalbudgetis.Identifyfixedcosts(theamountoffundingrequiredtomeetcontractualobligations,basicsupplies,andotherneeds),andsubtractfromthetotal. Whatremainsisdiscretionaryfunding.

• DevelopfundingproposalsonlyafterthemainactivitiesoftheBalancedScoreCardhavebeendrafted.

LateFeb/Early

MarchMidMarchLateMarch

• Planforcommunitymeetingo Pickadateo Getthewordouto Identifyresources,suchas

translatorsandchildcareproviders

o Arrangeforrefreshmentso Createanagendao Identifyfacilitators

• Planotheropportunitiesforgatheringinput(checkthecalendarforfacultymeetings,SAC/ELACmeetings,studentgovernmentmeetings,etc.)

• AttendRetreattraining• Analyzeprogresstowardsthisschool

year’sBSCmeasureso Documentstudentdata

success/needso Reviewcurrentyearactivitiesand

evaluateefficacy• PresentcurrentBSC/SPSAprogressto

community/staff &gatherinput• AssignworkinggroupstoreviseBSC:

o AppointSSCmemberso Allotspecificplan-writingtaskso Setdeadlineso Compileacompletedraft

BSC/SPSA• Prepare1stpresentationto

community/staff• ReviewproposedchangesfortheSpring

preliminaryBSC/SPSAtoentirecommunity/staff

• Gathercommunity/staffinput• Agreeonrevisions(SSCmeeting)• ReviseBSC/SPSA• SubmitBSC/SPSAandreviewfeedback

fromDistrictReviewTeams(Principal)• Agreeonrevisions(SSCmeeting),if

needed• Revise/resubmitBSC/SPSA,ifneeded• Prepare2ndpresentation

• Reviewbudgetallocations• Identifyfixedcostsand

discretionaryfunds(seebestpracticesbelow)

• ReviewgoalsandactivitiesintheBalancedScoreCard

• Developanddiscussproposalsforfundingalignedtotheplan

• Prioritizefundingproposals(SSCmeeting)

• RevisebudgetperSSC• Reviewfeedbackfrom

community/staff• Agreeonrevisions(SSCmeeting)• Reviseandsubmitbudget• ReviewfeedbackfromDistrict

ReviewTeams(Principal)• Revise/resubmitbudget,ifneeded

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Decision-MakingGuidelinesSchoolSiteCouncils(SSC’s)arerequiredateveryschoolasaconditionforparticipationincertainstateandfederallyfundedprograms.SFUSDacknowledgestheroleoftheSSCasacollaborativepartnerinthedevelopmentoftheBalancedScoreCardandbudget,arecognitionthatallstakeholders(students,parents,communitymembers,teachers,otherstaffandprincipals)mustcontributetothesuccessoftheschool.

Schoolprincipalsarethecriticalaccountableleadersatschoolsites.Theyareresponsibleforestablishingavisionforimprovingachievementforallstudents.PrincipalsareultimatelyaccountableforachievingthegoalsoftheschoolandtheDistrict.Therefore,principalsmustensurethattheBalancedScoreCardandbudgetarefocusedonmeetingtheidentifiedneedsofallstudents.SchoolSiteCouncilprogramsanddecisionsmustbeapprovedbytheprincipalpriortoinclusionintheBalancedScoreCard.

SSC’s(andELAC’swhereapplicable)mustapprovetheuseofTitleIfundsandhaveadvisoryresponsibilitieswithrespecttounrestrictedresources(WSF)andotherfunds. Inparticular,ELAC’sshouldproviderecommendationsregardingtheuseoffundsprovidedspecificallytosupportEnglishLearnerstudents,suchasthenewSCG-ELresource.

DisputeResolutionAnyconcernsabout theBalancedScoreCard,budget, orplanningprocess,oranyproceduralquestions shouldbedirected totheAssistantSuperintendentsupervisingtheschool.TheAssistantSuperintendentwilldeterminewhatnextstepsarenecessary,includingbutnotlimitedtomediationordisputeresolution.

Ifdisputeresolutionisnecessary,thefollowingprocesswillapply:

• ADisputeResolutionTeamwillbeformedconsistingofthesupervisingAssistantSuperintendentforthe

school,andarepresentativefromSFUSD’sEquityAssuranceOffice. TheDisputeResolutionTeammayalsoincludemembersoftheBalancedScoreCardDistrictReviewTeam,orotherdepartmentheadswithexpertiseinthedisputearea(e.g.theChiefFacilitiesOfficermayparticipateinresolvingafacilitiesdispute).

• TheDisputeResolutionTeamwillassembleameetingwithinoneweekofcontacttohearfromthedisputants.Thestructureofthemeetingwillbeasfollows:

o Presentationsbydisputants(includinganywrittenmaterialsthatthepartiestothedisputewishfortheteamtoreview)

o Presentationbymediator,whereapplicable,includingtheprocessofmediationandthesuggestedresolution

o Deliberationanddecision(withoutdisputantspresent)bytheDisputeResolutionTeam• Within10daysofthemeeting,theDisputeResolutionTeamwillcommunicateitsdecisioninwritingto

alldisputants.TheUniformComplaintprocessrepresentsanopportunityforappeal.

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DistrictTechnicalAssistanceTeamSchoolsshouldrefertomembersoftheirCohortTeamsforspecificquestionsaboutprogrammaticandbudgetaryplanning. ForquestionsthatcannotbeaddressedbyCohortTeamrepresentatives,thefollowingindividualscanalsobecontacted.

QuestionTopics PointPerson Phone# EmailAddress

BSC/SPSAonSharePoint ElvaGutierrez 241-6220 gutierreze@sfusd.edu

Budget ThuCung 241-6187 cungt@sfusd.edu

CategoricalPrograms RoderickCastro 379-7618 castror@sfusd.edu

EnglishLearnersChristinaWongFernandoNunez

241-6121379-7798

wongc8@sfusd.edununezf@sfusd.edu

FileMakerProBudgetTemplate BrianGarcia 379-7620 garciab@sfusd.edu

ParentInvolvementPolicy MaryElisalde 379-7617 elisaldem@sfusd.edu

SchoolSiteCouncil RoderickCastro 379-7618 castror@sfusd.edu

SpecialEducationServices LisaMiller 379-7639 MillerL1@sfusd.edu

StudentData JohnBurke 241-6400 burkej1@sfusd.edu

StudentSupportServices KevinTruitt 522-6738 truittk@sfusd.edu

WSFAllocations MyongLeigh 241-6121 leighm@sfusd.edu

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WebResourcesAllofthematerialsinthispacket,aswellasotherresourcesimportanttothedevelopmentandsubmissionofaschoolsite’sBalancedScoreCardandBudget,willbemadeavailableontheDistrictwebsite:http://www.sfusd.edu/en/councils-committees/school-site-council.html.Theseresourcesinclude:

• TheBalancedScoreCardDevelopmentandSite-BasedBudgetingGuide,SY2016-2017• WorkshoppresentationsandmaterialsfromtheSchoolPlanningRetreat

o Note: ManyworkshopmaterialsarealsotranslatedintoChineseandSpanish• InformationabouttheLocalControlFundingFormula

YouwillfindadditionalhelpfulinformationontheState&FederalProgramsWebsite:• http://www.sfusdstateandfederal.org/index.html

AndtheBSC&SSCpages:• http://www.sfusdstateandfederal.org/balanced-score-card-bsc--budget.html• http://www.sfusdstateandfederal.org/school-site-council-ssc.html

Inaddition,supplementarymaterialsareavailable:• ParentsforPublicSchoolswebsite:www.ppssf.org.

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BudgetDevelopmentandStaffing

ThissectioncontainsguidancetohelpschoolsdevelopabudgetthatalignswiththeprioritiesoftheBalancedScoreCardandcomplieswithapplicablerequirements.

Includedhereare:

• BudgetSubmissionChecklist• BuildingaBetterBudget• BudgetingResponsibilities(Sitevs.CentralOffice)• SFUSDCertificatedHiringProcess• HRStaffingContacts2016-2017• StaffingCalendarDates• AverageSalariesandBenefitCosts(SY2016-2017)

Yourschool’sbudgetonFileMakerProwillbesenttoyoubytheBudgetServicesofficevia

yourschool’semailonFebruary22,2016.

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BudgetSubmissionChecklistSchoolbudgetsandBSCsareduebyFriday,March25,2016.AnelectroniccopyofthebudgetmustbeuploadedonSharePointandemailedtoBudgetServicesatBBSC@SFUSD.EDU.Beforeturninginyourbudget,usethischecklisttomakesureyouhaveeverythingyouneed.BudgetandStaffing

HardCopyofReports

SignedCoverSheet

BudgetSummary

EmployeeStaffingReport(CertificatedandClassified)

Non-PersonnelReport

ExtendedServiceReport(Overtime,Extended-Hours,Stipends)

SubmitBudgetwithBalancedScoreCardonSharePoint

EmailBudgettoBBSC@SFUSD.EDU

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BuildingaBetterBudget

Ø ItiscrucialthatSchoolSiteCouncilsestablishstrongandclearlinksbetweenthebudgetandacademicpriorities,objectives,andstrategiesintheBalancedScoreCard.

Ø Budgetingcanbechallengingbecausefundingisconstrained,andSchoolSiteCouncilsmustdeterminehow

todistributelimitedfunds,mostofwhichcomewithspendingrestrictions,inwaysthateffectivelysupporttheelementsoftheBalancedScoreCardthatrequirefinancialresources.

Ø Suggestedstepsinbudgeting:

§ Agreeonyouracademicgoalsbasedonreviewofdata§ Identifyandprioritizestrategies

§ Determinehowmucheachstrategycosts§ Reviewsite-basedallocationsandminimumstaffingrequirements

§ Gatherbestavailableinformationonallotherresourcesavailable,includingcentrally-fundedresources§ Determinetotaldiscretionaryfunding

§ Decidewhichfundsshouldsupporteachstrategy(trystartingwiththemostrestrictivefundsfirst)§ CheckwhethertheresultingbudgetsupportsastrongBalancedScoreCard

§ Checkwhethertheresultingbudgetisinbalancewiththeallocatedresources

-ANDIFNOT-

§ Revisethebudgetand/orsiteplanuntilbotharesound,alignedwitheachother,reflectyourschool’sacademicneedsandpriorities,andthebudgetisbalanced

§ Callyourbudgetanalystoroneofthemembersofthetechnicalassistanceteamsifyouneedhelp

BudgetingTips:§ Developandmaintaina“wish-list”ofunfundedstrategiesandneedsthatcanbereferredtowhen

newfundingbecomesavailable.§ Developandmaintainalistofitemsyoursitecouldlivewithout(orwithlessof)incasefundingdecreases

inthefuture.

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BudgetingResponsibilities(Sitevs.CentralOffice)SiteBudgetResponsibility CentralOfficeBudgetResponsibility

PersonnelGeneraleducationteachersandparaprofessionals Specialeducationteachers,paraprofessionals,andrelated

serviceprovidersHighschoollibrarians*andadditionaltimeformiddleandelementaryschoollibrarians*

Part-timelibrarianforelementaryandmiddleschools*

Siteadministration–Leadership FoodandnutritionstaffandservicesSiteadministration–OfficeSupport Custodial,maintenanceandotherfacilitiesstaff,supplies,and

overtime**Counselors*** CareerTechnicalEducationandRegionalOccupationProgram

staffSubstitutes–staffdevelopmentabsences Substitutes–non-staffdevelopmentabsencesExtendedcalendarfornon-athleticstudentactivities Athleticscoaches Noontimesupervisors(elementary)** Securityaides(mostlysecondary)** Part-timenurse,socialworkerorlearningsupportspecialist

forelementaryandmiddleschools(someschoolsreceiveafull-timeposition)**

Part-timeartsteacherformiddleschoolsServicesandSupplies

Instructionalmaterials Equipment(Purchase,RepairandMaintenance)**Librarybooks Furniture(Purchase,RepairandMaintenance)**Replacementtextbooks(forlostanddamagedtextbooks) Basictextbooks(fornewcoreadoptionsandadditional

enrollment)Computerhardware** Informationtechnologynetworksupportandtechnical

assistance**Specialeducationprofessionaldevelopmentandsupplies(excludingassistivetechnology)

AssistivetechnologyforSpecialEducation

Languagetranslationforschool-basedcommunicationsandevents

District-wideassessment

Site-basedprofessionaldevelopment Telecommunications/telephones Utilities

* Formoredetails,seethediscussionofthePublicEducationEnrichmentFundbeginningonp.30.**Theseitemswillbeprovidedcentrallyatabaselevel,butsitesmaysupplementthecentrallyprovidedlevelofserviceoritemswithsite-managedfunds.***Responsibilityfortheseitemsisprimarilysite-based,butsomecentrallybudgetedresourceswillalsobeallocated.

Generalnotes: Theinformationcontainedaboverepresentsapartiallistofbudgetaryresponsibilities. Otherresourcesmayalsobeallocatedfromcentrallymanagedbudgets.

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SFUSDCertificatedHiringProcessAQuickGuideforSchoolsandCentralDepartmentstofillopenpositions

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ProcessOverview:AQuickGuidetofillopenpositions-forClassifiedStaff

StepOne:PostOpenPosition StepTwo:ReviewCandidates StepThree:SelectCandidate StepFour:HireSelectedCandidateTheDepartmentwill:

HumanResourceswill:

TheCandidatewill:

1. Ifpositionisnew,submitRPFtotheBudgetofficeandwaitforapprovalandpositionnumber.

Ifpositionisduetoresignation,

retirement,orleave,skipto#2below.2. SubmitPDFtoHR.PDFmustinclude:

• Positionnumber• Reasonforvacancy(visibleonlybyHR)• Startdate• Contactperson

1. ReviewcandidatessentbyHR.2. Makeselectionsforinterview.

3. DevelopinterviewquestionsinconjunctionwithHR.

4. ForwardthefollowingtoHR•Listofcandidates• Draftofinterviewquestions• Interviewpanelmembernames&titles

RequirementstoNote:• Allopenpositionsmustremainopenandpostedforatleast10businessdays.

1. AdviseHRofselectedcandidate.

1.Confirmstartdateandsalary/stepwithHR.

1. ReviewPDF.2. Connectwithdepartmenttooffersupportinhiringprocess.

3. Determinerecruitmenttype-inconjunctionwithdepartment.

4. PostpositiononEdjoin/JobApsforinternalandexternalapplicantstoapply.

MayberequiredtoobtaineligiblelistfromCityDHR.Ifalistexists,departmentswillbeREQUIREDtohirefromthissource. Currentemployeesmaynotbeconsiderediftheyarenotonthelist.

1. Reviewcandidatesdepartmenthasselected.

2. Reviewinterviewquestionsfromdepartment.

3. Providenecessaryinterviewdocumentation.

1. Informselectedcandidateoftheirprogressiontonextstepinprocess.

2. Inviteselectedcandidatetoonboarding:fingerprints,TBclearance,andnewhirepaperwork(externalhiresonly).

3. Informschool/deptwhencandidateisclearedtostart.

4. Recommendtodepartmentsalary/step

5. Sendofferlettertocandidate.

6. Notifyallothercandidatesthattheywerenotselected.

1. Processpaperwork.

2. EntercandidatedataintoPeopleSoft.

3. Coordinatestartdate,starttime,andotherlogisticswithdepartment.

Applyforpositionorrespondtoeligiblelistnotice.

Interviewifselectedbyschool/department.

1. SchedulefingerprintingwithHR.2. Completeonboarding,fingerprintingclearance,andTBclearance.

1.Acceptpositionoffer.

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HRStaffingContacts2016-2017

Certificated Email Phone FocusArea(s)ScottGaiber

gaibers@sfusd.edu 241-6204 AllCertificatedStaffingandRecruitmentSpecialEducationAssessment&Accountability

DanielleLove loved@sfusd.edu 241-6101x3247

K-8andMiddleSchoolsCohortEarlyEducationDepartmentSFCSDNicoleMagtoto magtoton@sfusd.edu 241-6101

x3282Cohort2Cohort3C&I-LibraryService,PE,Humanities(Lit.Coach,ARTIF),MPDRPA-IRFPsychologists

StephenLee Lees8@sfusd.edu 241-6101x3245

HighSchoolsC&I-CTE

SwenErvin ervins1@sfusd.edu 241-6101x3263

Cohort1Cohort4C&I–Access&Equity,OPLL,STEMVAPA

Paraprofessional Email Phone FocusArea(s)MeiyiOuyang ouyangm@sfusd.edu 241-6101

x3283Middle&HighSchools

DeniseLai laid@sfusd.edu 241-6101x3284

ElementarySchoolsEarlyEducation

Administrative Email Phone FocusArea(s)

GracePun pung1@sfusd.edu 241-6101x3279

AdministrativeRecruitmentandStaffing

Classified Email Phone FocusArea(s)

ElizabethRezaee

rezaeee@sfusd.edu 241-6101x3257

AllClassifiedStaffing

KatrinaDevers deversk@sfusd.edu 241-6101x3277

SecretariesParent&CommunityCoordinatorsSchoolLunchroomHelpers

MichelleChee CheeM@sfusd.edu 241-6101x3253

ITAdministrativeAnalystSeriesPersonnelSeriesManagementSeries

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DonnaHo hod@sfusd.edu 241-6101x3274

Buildings&Grounds(Custodians,Painters,Architects,Carpenters,etc.)AVIDTutors

MichelleChee CheeM@sfusd.edu 241-6101x3253

ClassifiedStaffingSupport

LeadershipTeam

Email Phone FocusArea(s)

MónicaVásquez MonicaVasquez@sfusd.edu

241-6105

ChiefHumanResourcesOfficer

AngieSagastume

sagastumea@sfusd.edu

241-6415 ExecutiveDirector,TalentAcquisitionandAssignment

DanielMenezes

menezesd@sfusd.edu

241-6101x3255

ExecutiveDirector,Operations&Analytics

StephanieMyers

myerss@sfusd.edu 241-6682 ExecutiveDirector,TalentManagement

DarinConley ConleyD@sfusd.edu 241-6101ext.3385

Director,SpecialProjects

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CertificatedStaffingCalendarDatesSY2016-17*

February,2016

Feb.1 RetirementIncentiveDeadlineIFeb.2 AllknownvacanciesarepostedbyHR(1stdeadline)

Feb.16EarlyHiringWindowforHardtoStaffSchoolsandHardtoFillSubjectAreasbegins(through4/18/16)

Feb.20 SchoolPlanningRetreat

March,2016March1 ResignationandRetirement(2nd)IncentiveDeadlineMarch16 AllknownvacanciesarepostedbyHR(2nddeadline)March25 Sitesdeliverbudgetstocentralofficeforreview

April,2016

April11 HRdeliversConsolidationMaterialstoSites/ConsolidationProcessbegins

April18 EarlyHiringWindowforHardtoStaffSchoolsandHardtoFillSubjectAreasends

April18 SitesdeliverConsolidationPlanstoLEADandHRApril19 PrincipalsdeliverConsolidationLettertoimpactedteachersApril25 ConsolidatedTeacherPlacementEvent

May,2016

May3toMay10

ReturnfromLeaveandVoluntaryTransferPreferencePeriod

May12Openhiringperiodbeginsfornewcertificatedstaff,pendingplacementofallconsolidatedteacherandteachersreturningfromleave

*Exactdatessubjecttochange

HumanResources

555FranklinStreet2ndFloor,

SanFrancisco,CA 94102

Tele:(415)241-6101

Fax:(415)241-6543

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AverageSalariesandBenefitCostsfor2016–2017

JobCode Description

2016-2017

AverageSalaryAmount

2016-2017

BenefitsAmount

TotalAverageCost2016-2017**

CertificatedPositions

461 Principal,HighSchool $123,668 $41,143 $164,811

462,464 Principal,MiddleorK-8School $119,796 $40,143 $159,940

463 Principal,Elementary $113,959 $38,636 $152,594

561 AssistantPrincipal,HighSchool $103,825 $36,018 $139,843

562,564 AssistantPrincipal,MiddleorK-8School $99,453 $34,889 $134,342

563 AssistantPrincipal,Elementary $100,840 $35,247 $136,087

734 ROTCTeacher $101,541 $35,428 $136,969

796 HeadCounselor $81,577 $30,271 $111,848

811 DepartmentHead $78,812 $29,557 $108,370

925 SocialWorker/LSP $69,387 $27,123 $96,510

932 Nurse $71,396 $27,641 $99,037

934 Psychologist/SpeechPathologists* $86,334 $31,500 $117,834

Various Teacher,Counselor,Librarian $68,130 $26,798 $94,928

ClassifiedPositions(allsalaryandbenefitamountsareforschooltermonly)1011,1021,10221092,1093 ITSupports $56,829 $32,187 $89,016

1424 ClerkTypist $38,857 $24,918 $63,774

1426 SeniorClerkTypist $45,566 $27,631 $73,197

1446 SecretaryII $52,317 $30,362 $82,679

2586 HealthWorkerII $46,285 $27,922 $74,208

2615 SchoolLunchroomHelper $35,772 $23,670 $59,441

2672 TKAsstHouseparent $42,430 $26,363 $68,792

2708 Custodian* $42,504 $26,393 $68,897

3536 TechnicalInstructionalAssistant,PerformingArts

$40,201 $25,461 $65,662

3593N NoonMonitor* $22,402 $2,453 $24,856

9977 Parent&CommunityCoordinator $52,395 $30,394 $82,789

R20,R40,R50,R70 FamilyLiaison,CommunityRelationsSpecialist $43,545 $17,669 $61,214

T10 CampusSecurityGuard* $35,002 $16,008 $51,010

Various Paraprofessional,InstructionalAide $35,660 $16,136 $51,796

* Thesepositionsaregenerallynotincludedinsite-basedbudgetsbutcanbeaddedtosupplementpositionsprovidedcentrallybytheDistrict.

** Costslistedincludeallnegotiatedincreasesplusa1%stepandcolumnadjustment.Note:ForUnrestrictedfunds,becausetheWSFisbudgetedusingaveragesalaries,asitecanredesignatefundsfrompositionsonlywhenthepositionhasbeenunfilledorvacantforatleastafullsemesterandnosubstituteexpenditureshavebeenincurred.

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BudgetStaffingContacts2016-2017

SchoolCohort BudgetAnalystName Email Phone415.241.6187

ElementarySchool(Cohort1) JoelAguilar aguilarj@sfusd.edu Ext.1505

ElementarySchool(Cohort2)[Alamo,CEC,ERTaylor,Feinstein,J.Serra,Lafayette,

Lakeshore,Parks,Sunnyside,VisValleyES]JasonWong Wongj17@sfusd.edu Ext.1506

ElementarySchool(Cohort2–continued)[Sheridan,SpringValley,Tenderloin,Ulloa,JohnYehall

Chin,YickWo]LinQiu qiul@sfusd.edu Ext.1580

ElementarySchool(Cohort3) TeresaWong Wongt2@sfusd.edu Ext.1510

ElementarySchool(Cohort4)[BretHarte,CIS,ElDorado,Cobb,Chavez,Carver,

Flynn,Ortega,Sanchez,MalcolmX]RaymondNg Ngr1@sfusd.edu Ext.1564

ElementarySchool(Cohort4)[McKinley,Miraloma,Redding,SFPublicMontessori]

LinQiu qiul@sfusd.edu Ext.1580

ElementarySchool(Cohort4)[Sherman,WestPortal]

KellyHuang huangk@sfusd.edu Ext.1520

MiddleSchools TBD/JohnChen Chenj1@sfusd.edu Ext.1504

K-8Schools KellyHuang huangk@sfusd.edu Ext.1520

HighSchools[Lincoln,Balboa,Galileo,Washington,Mission,

Wallenberg,Lowell,SOTA,Burton]

TBD/CourtneyGraham

grahamc@sfusd.edu Ext.1509

HighSchools[O’Connell,ISA,Academy,SFInternational,

Independence,JuneJordan,ThurgoodMarshall]

TBD/JenniferSchuster

schusterj@sfusd.edu Ext.1581

HighSchools[CountyCourt,CountyCommunity,County

Opportunity]TBD/ThuCung cungt@sfusd.edu Ext.1503

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GuidelinesforVariousFundingSourcesThissectioncontainsguidanceonhowtousetheavailablefundingsources. AllschoolsitesinSFUSDreceiveatleastoneofthesefundingsources.

Includedhereare:

• FundingSourcesManagedbySchoolSites• GuidelinesforFundingArtsandMusic,Libraries,Athletics,andPhysicalEducation• PublicEducationEnrichmentFund(PropH)–2016-2017Site-BasedBudgetingGuide• CategoricalProgramFundingGuideline• ExamplesofAllowableExpenditures

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FundingSourcesManagedbySchoolSites

Thefundingsourcesincludedinthetablebelowaretobebudgetedbyschoolsitesandreflectedineachschool’sBalancedScoreCard.

Anumberofone-timestategrantswereallocatedtositesinpriorschoolyears. Remainingbalancesinthesegrantsatthesitelevelwererolledintoasinglefundingsource,theDiscretionaryBlockGrant,in2011-12.FundingfortheDiscretionaryBlockGrantwillnolongerbecarriedoverintothefollowingyear.AftertheendofSY2016-17,unspentDiscretionaryBlockGrantfundswillnolongerbecarriedoverintothefollowingyear.

Site-BasedResources

PermittedUses/FundingGuidelinesWeightedStudentFormula

Maybespentonanylawfulpurpose,includingbasicinstructionalandadministrativestaffing.Thecoreprogram(minimumadministrators,classroomteachers,andsecretary/clerk)mustbefundedusingWSFdollars.

TheBSCbudgetsectionshoulddescribehowEnglishLearnerandlowincomestudentsarebenefitingfromWSFfundingthatisdirectlyrelatedtotheirenrollmentateachschool.

WeightedStudentFormula–SpecialEducation

SpecialEducationmaterials,professionaldevelopment,commonplanningtimeandotherinvestmentstoincreaseorimproveservicestostudentswithdisabilities.

TitleI

Provideservicesandmaterialstosupplementthecoreprogramforstudentsfromlowincomefamilies.SeeCategoricalprogramFundingGuidelineforamoredetaileddescriptionoftheallowableusesandrestrictions

SupplementalConcentrationGrant–LowIncome(SCG-LI)

Providepersonnel,training,andeducationalmaterialstosupplementthecoreprogramforunder-performingstudents.Sitesshouldusethesefundstoincreaseorimproveservicesforunder-performinglowincomestudents.

SupplementalConcentrationGrant–EnglishLearner(SCG-EL)

Providepersonnel,professionaldevelopmentandeducationalmaterialstosupplementcorelanguageprogramforEnglishlearners.Formoredetail,refertothediscussionofEnglishLearnerPathwaysandServices.SitesshouldcontinuetousethesefundstoincreaseorimproveservicesforEnglishLearnerstudents.

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ConcentrationFunds

Supplementalstrategiestoincreaseorimproveservicestounderservedstudentsandtoprovideaccessforallstudentstohigh-qualityprograms.

TargetedInstructionalImprovementGrant

Supplementalstrategiestoincreaseorimproveservicestounderservedstudentsandtoprovideaccessforallstudentstohigh-qualityprograms.Note:AlthoughthesefundsaretechnicallyunrestrictedundertheLCFF,sitesareexpectedtousethesefundstobenefittargetedstudents

PublicEducationEnrichmentFund(PropH)–Thisrefersonlytofundsbudgetedbyschoolsites. Site-basedallocationshavebeenapprovedbytheBoardandmustabidebyPEEFexpenditureguidelinesprovidedonfollowingpages.

Seetablesonfollowingpages.

OtherSiteResources:• Site-SpecificGrants• TrustFunds

RegardingOtherSiteResources,theseareoftendonationsfromcommunitygroupsormembers(includingPTAs,organizations,individuals).Becausethenatureofthesefundsareoftenone-timeandcash-based,weencouragesitestousethesefundsonexpendituresthatarenotongoingandnotdistrictobligatedstaffing(e.g.,staff).Salariesandbenefitsvaryonactualsandhaveongoingimplications(andcontinuallyincreaseyear-to-year).Whentheseexpendituresarebudgetedonone-timeresources,thiscanresultinunsustainablefundingforschoolsitestaff—apracticethatisdiscouraged.Appropriateusesofone-timefundsmayincludebooksandsupplies,equipment,otherservices,additionalhours.Additionally,fundsneedtobedepositedBEFOREtheycanbecommittedforusage(i.e.,boardresolutionsubmissions,staffingset-up,etc.).

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LocalControlFundingFormula(LCFF)

TheGovernor’s2013-2014educationbudgetimplementedanewmethodologyfortheallocationofstatefundingfor

K-12 education, the Local Control Funding Formula (LCFF). The LCFF provides a more equitable way of

distributingeducationrevenuestoschooldistricts,charterschoolsandcountyofficesofeducation.LCFFreplacedthethenexistingrevenuelimitfundingsystem,aswellasmorethan40statecategoricalprograms,

withabasegrantperpupilplussupplementalandconcentrationfundingforspecificpopulationsofstudents-

studentswhoarenotEnglishLanguageproficient,whoarefromlow-incomehouseholdsorwhoareinfostercare.LCFFiscurrentlyprojectedtobephasedinoveraneightyearperiod,withfull implementationoccurringbyFY

2020-2021.Thestateeducationbudgetprovidesfundingeachyeartoclosethegapbetweencurrent levelsand

thetargetfundinglevelstobereachedattheendofthesevenyearphaseinperiod.Themajorityof state categorical programshavebeen rolled into the LCFF,with theexceptionofprograms that

arefederally-mandated(e.g.childnutritionandSpecialEducation),programsthataretheresultofavoterballot

initiativeafterschoolprograms)oraretheoutcomeofalegalsettlement.PupilTransportationandTargetedInstructionalImprovementGrant(TIIG)fundingcontinueasadd-onstothe

formulaforthoseschooldistrictsthathistoricallyreceivedfundingthroughtheseprograms.EconomicImpactAid

(EIA)funding,previouslyarestrictedprogramwithspecificcomplianceandreportingrequirements,isnowrolled

intotheLCFF.BothPupilTransportationandEconomicImpactAidarenowunrestrictedrevenuesources.TheLCFFincreasesthebasegrantbyasupplementalgrantandaconcentrationgrant.Thesegrantsaredetermined

bythenumberofpupilswhoareeithereligibleforfreeandreducedpricedmeals,whoareidentifiedasEnglish

LearnersorwhoareFosterYouth. Grantsaredeterminedonanunduplicatedcountofpupils,thatis,astudentcan

onlybecountedonce,regardlessofhowmanycategoriesthestudentmayfallunder.Thefundingprovidedunder

thesegrantsmaybeused forany locallydeterminededucationalpurposeas longas it substantiallybenefits the

pupils thatgenerate thefunds.TheSuperintendentofPublicInstructionannuallycomputesthepercentageof

unduplicatedpupilcountutilizingdatareportedthroughtheCaliforniaLongitudinalPupilAchievementDataSystem

(CALPADS).

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ThischartistoserveasaguideonhowtousethethreeLCFFsources,SCG-EL,SCG-LIandConcentration,andcanbeareferenceindeterminingprogramgoals

andexpendituresintheBalanceScoreCard/SinglePlanforStudentAchievement(BSC/SPSA)thatareappropriateforthesefunds.InSFUSD,schoolsreceiveatleastoneofthesethreefundingsources.

FundingSource SCG-EL07091

SCG-LI07090

Concentration07092

FundingDescription

UnderthenewLocalControlFundingFormula(LCFF),SupplementalConcentrationGrantforEnglishLearners(SCG-EL)Fundsshouldbeusedtosupportprogramsandactivitiesthatwill“increaseorimproveservices”forEnglishLearners(AB97).

UnderthenewLocalControlFundingFormula(LCFF),SupplementalConcentrationGrantforunder-performingstudentsatdesignatedhighschools(SCG-LI).Fundsshouldbeusedtoincreaseorimproveservicesforunder-performinglowincomestudents.

UnderthenewLocalControlFundingFormula(LCFF),anadditionalConcentrationfundisprovidedtoschoolswithhighconcentrationsofEnglishLearners,Low-IncomeStudentandFosterYouth.

Studentstobeserved

EnglishLearnersandLimitedEnglishProficientstudents

Studentsperformingbelowthelevelappropriatefortheirage/grade.

EnglishLearners,low-income,FosterYouthandstudentsperformingbelowthelevelappropriatefortheirage/grade.

ExpenditureRequirements

TheschoolmustuseSCG-ELfundsto“increaseorimproveservices”forEnglishLearnersinproportiontothenumberofEnglishLearnerswhogeneratedtheadditionalfunds(AB97).TheseexpendituresmustbeoutlinedanddescribedintheBSC/SPSAforeachschool. EachELACshouldhavetheopportunitytoreviewandproviderecommendationsonthesite’sSCG-ELbudget.

TheschoolmustuseSCG-LIfundsto“increaseorimproveservices”forstudentsidentifiedabove.TheseexpendituresmustbeoutlinedintheBSC/SPSA.TheseexpendituresmustbeoutlinedanddescribedintheBSC/SPSAforeachschool.TheSSCshouldhavetheopportunitytoreviewandadviseonthesite’sSCG-LIbudget.

Becauseschoolsreceivingthesefundshaveanenrollmentofunduplicatedstudentsinexcessof55%ofthedistrict’stotalenrollment,Concentrationfundsmaybespentonaschoolwidebasis,butmustbedirectedtowardservicesthatmeettheneedsofthestudentslistedabove. TheseexpendituresmustbeoutlinedanddescribedintheBSC/SPSA.TheseexpendituresmustbeoutlinedintheBSC/SPSAforeachschool. TheSSCshouldhavetheopportunitytoreviewandadviseonthesite’sConcentrationbudget.

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FocusSCG-EL07091

SCG-LI07090

Concentration07092

AcademicSupportforStudentsindedicatedELD,EnglishLanguageArts,Math,ScienceandSocialStudiesReminder: SCGandConcentrationfundsaresupplemental. Theyshouldnotbeusedtopayforcorematerialsorcorestaffing.

PotentialUsesofSCG-ELfunds:

§ PrimarylanguageandSDAIEsupplementalinstructionaltext,materialsandequipmentforstudents

§ AdditionalcoursesforEnglishLearnerstobesuccessfulinaccessingthecorecurriculum,includingspecializedELDforLong-TermELs

§ LowerclasssizeinELDandothercoursesforbeginningandearlyintermediateEnglishLearners

§ Primarylanguageinstruction/support,e.g.hirebilingualparaprofessionalstoworkwithEnglishLearnerstoaccessthecorecurriculum

§ Extendedhoursforteachersorparaprofessionalstooffertutorialsafterschoolandinthesummerforstudentsneedingintensivelanguageinstruction

§ ELcoordinatorforoneperiodaday(secondaryschools)

§ Extendedday/week/yearfortargetedstudents

§ TargetedinterventiontoaccelerateELstudents’reclassification

§ SupportforCELDTand/orreclassificationprocess

§ AcademicinterventionstosupportstudentsinmeetingBenchmarksandreachingacademicproficiency

PotentialUsesofSCG-LIfunds:

§ Supplementalinstructionalmaterialsthatsupportclassroominstruction

§ Specializedandtargetedacademicinterventions

§ Extendedlearningprogramsfortargetedstudents,includingacademicsupport

§ Supplementaryprimarylanguagesupportand/orprimarylanguagematerials

§ Extendedhoursforteachersorparaprofessionalstooffertutorialsbefore/afterschoolandinthesummerforadditionalinstruction

§ TargetedinterventiontoacceleratelearninginELAorMathematics

§ Supportstoimproveorincreasestudentengagement

PotentialConcentrationfunds:

§ Supplementalinstructionalmaterialsthatsupportclassroominstruction

§ Specializedandtargetedacademicinterventions

§ Extendedlearningprogramsfortargetedstudents,includingacademicsupport

§ Supplementaryprimarylanguagesupportand/orprimarylanguagematerials

§ Extendedhoursforteachersorparaprofessionalstooffertutorialsbefore/afterschoolandinthesummerforadditionalinstruction

§ TargetedinterventiontoacceleratelearninginELAorMathematics

§ Supportstoimproveorincreasestudentengagementandschoolclimate

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Focus

SCG-EL07091

SCG-LI07090

Concentration07092

SupportPersonnelNote:SCGandConcentrationfundscannotbeusedtopayforcorepersonnelthatwouldotherwisebefundedthroughgeneralfunds.

§ Reading/Math/ELDCoaches§ BilingualInterventionTeacher§ BilingualParaprofessional§ BilingualCounselor§ BilingualCommunityLiaison

§ Reading/Math/ELDcoaches§ InterventionTeacher§ Paraprofessional§ FamilyLiaison§ Additionalcounselingstaff

SeeSCG-ELandSCG-LI

CapacityBuilding&ProfessionalDevelopment

§ Principalcoaching/trainingonmeetingtheneedsofELs

§ Teachercoaching/trainingonELD,SDAIE,orprimary/pathwaylanguageinstruction

§ Teacher/support,staffstipends,orECs

forprofessionaldevelopment

§ Teachersubstitutesforprofessionaldevelopment

§ Trainingmaterials/resources

§ Consultantstosupportprofessionaldevelopmentwork

§ Supportstaffcoaching/trainingtosupportELstudentsandtheirfamilies

§ Conferences/workshopsthatsupportschoolplangoalsforELs

§ Principalcoaching/trainingon

meetingtheneedsofunder-achievingstudents,includingELA,Mathematics,ELDinstruction

§ Teachercoaching/trainingonmeetingtheneedsofunder-achievingstudents,includingELA,Mathematics,ELDinstruction

§ Teacher/support,staffstipends,or

ECsforprofessionaldevelopment

§ Teachersubstitutesforprofessionaldevelopment

§ Trainingmaterials/resources

§ Consultantstosupportprofessionaldevelopmentwork

§ Conferences/workshopsthat

supportschoolplangoalsforfocusstudents

SeeSCG-ELandSCG-LI

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Focus

SCG-EL07091

SCG-LI07090

Concentration07092

ParentEngagement UseoffundsforparentengagementshouldfocusonELACandotherELparentactivitieswhichmayinclude:

§ ELACexpenditures(i.e.handouts,translation)

§ ELparenttraining/educationopportunities

§ ELparentworkshopsandsupport

materials

§ ReasonablecostsforrefreshmentsforELparentactivities

§ Translation,e.g.stipendsforappropriatelytrainedteachersorparaprofessionalswhotranslateforparentsoutsidetheregularschoolday

§ ChildcareforELparent

involvement/educationactivities

§ CommunicationwithELparents(e.g.newsletters,postage)

Useoffundsforparentengagementshouldfocusonparentactivitiestoimprovestudentachievementforunder-performingstudentsandmayinclude:

§ Parenttraining/educationopportunities

§ Parentworkshopsandsupportmaterials

§ Reasonablecostsforrefreshmentsforparentworkshopsandtraining

§ Translation,e.g.stipendsforappropriatelytrainedteachersorparaprofessionalswhotranslateforparentsoutsidetheregularschoolday

§ Childcareforparentinvolvement/educationactivities

§ Communicationwithparents(e.g.newsletters,postage)

UseoffundsforparentengagementshouldfocusonparentactivitiestoimprovestudentachievementforstudentgroupslistedaboveandcanincludethoseactivitieslistedforSCG-ELandSCG-LI

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GuidelinesforFundingArtsandMusic,Libraries,Athletics,andPhysicalEducation

Eachschoolsitereceivesfundstoallocatetowardartsandmusic,library,athletics,andphysicaleducationprograms.TheDistrictcentrallyallocatesfundstowardtheseprogramsaswell. Thetablebelowshowsthevarioussourcesoffundingfortheseprograms,aswellasguidelinesonhoweachfundingsourcemaybeused. Followtheelementaryschool,middleschool,orhighschoolcolumnstoseewhatresourcesareavailableforyourschool.

PleasenotethatthenextsectionprovidesadditionaldetailonthePublicEducationEnrichmentFund(PEEF).

FundingSource FundingUse ESMSHS Site-BasedFunding

CentralFunding

PEEF(PropH)ArtsandMusic Artsteachers(includesvisualarts,dance,drama,andmusic) √ √ √ √

PEEF(PropH)ArtsandMusicandDCYF(split-funded)

Instrumentalmusicteachers √ √

PEEF(PropH)ArtsandMusic Perpupilartsallocation √ √ √ √

PEEF(PropH)ArtsandMusic ArtsCoordinators √ √ √ √

PEEF(PropH)ArtsandMusic

MusicalinstrumentrepairandsuppliesTKartssuppliesandsupport √ √ √ √

ElementaryArtsProgram

Fundingforvisitingartists √ √DiscretionaryBlockGrantCarryover

Fundingforartsrelatedprofessionaldevelopment,libraryandeducationaltechnologyequipment,andsupplies

√ √ √ √

PEEF(PropH)Libraries Librarians √ √ √ √

PEEF(PropH)Libraries Perpupillibraryallocation √ √ √ √

PEEF(PropH)Libraries

Libraryresearchandreferencedatabases,technologyupgrades(includingcomputers,tablets,andChromebookcarts),libraryfurniture,andPre-KandTKbooks

√ √ √ √

PEEF(PropH)Athletics

Stipendsforsitesforuniforms,supplies,equipment,athletetransportation,stipendsforcoaches,andathleticfacilityrepairs

√ √ √

PEEF(PropH)PhysicalEducation

ElementaryPhysicalEducationSchoolSpecialists(CredentialedPETeachers),professionaldevelopment,physicaleducationequipmentandstorageinfrastructure

√ √

PEEF(PropH)PhysicalEducation ElementaryPhysicalEducationSiteCoordinators √ √

PEEF(PropH)PhysicalEducation

PerpupilPEallocations-Physicaleducationequipment,professionaldevelopment,and support

√ √ √

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PublicEducationEnrichmentFund(PropH)site-basedper-pupilallocations

• UnspentPEEFallocationscannotbecarriedoverintothenextschoolyear

• Siteallocationamountswillbeadjustedinfallbasedon2016-17actualsiteenrollment(planforchanges)

PEEFResourcesCodes:

90534–Athletics

90535–Libraries

90551–PhysicalEducation

90552–VAPA

SiteAllocationswillbeloadedwithinappropriateresourceandsiteorgnumberinJuly2016.

Formoreinformationcontact:KathyFlemingDirector,PEEF415-515-8496flemingk@sfusd.eduJenniferSchusterBudgetManager,PEEF415-241-6187,ext.1581schusterj@sfusd.edu

Spendingisrestrictedtotheusesdetailedbelow:Athletics:

• Anyitemorservicethatisusedprimarilyforathleticprogrampurposes;examplesinclude:

• Athleticsuppliesandequipmentsuchasuniforms,bats,balls,racquets,bases,nets,andmedicalsupplies

• Athleticfacilitysuppliessuchasbasketballbackboardsandscoreboards

• Stipendsforathleticeventworkers,gameofficials,andsecuritypersonnel

• StipendsforCertifiedAthleticTrainers,MedicalDoctors,andEMTstoassistwithinjurypreventionandtreatment

• Teamtransportation• Athleteawards(PleasecontactAthleticsOfficeorPEEF

Officeforguidelinesforathleteawards)(ThisfundingisnottobeusedforPhysicalEducation)Libraries(ordersplacedthoughLibraryDepartment):

• Booksandebooks–limitoffiveofeachtitle(notextbooksorclasssets)

• Magazinesandprintresources• Technologyandsubscriptiondatabasesforlibraryuse

PhysicalEducation:

AllequipmentforFITNESSGRAMtestingmaterials• Allgradeandageappropriateequipmentthatsupports

standards-basedinstructioninphysicaleducationclasses• Guestspeakersorpresentersrelatedtophysicaleducation• Professionaldevelopmentforphysicaleducationand

classroomteachers• Credentialedphysicaleducationteachers

(Thisfundingisnottobeusedforathleticsexpenditures)VisualandPerformingArts(VAPA):

• Artssupplies/materials• Artsfieldtrips• Artists-in-residence• Professionaldevelopmentinthearts• Credentialedartsteachers

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PublicEducationEnrichmentFund(PropH)–2016-2017Site-BasedBudgetingGuide

PublicEducationEnrichmentFund(PropH)

FundingUse

ES

MS

HS

SiteBasedFunding

CentralFunding

VAPA

FTEAllocations

FTEAllocationsforartsteachersbasedonschoolsizeandpredeterminedneed(elementaryallocationincludesgeneralistartsteachersonly)

0.4-0.6 1.2-2.2 0.4-1.6 ü

VAPAPerPupilAllocations

Artssupplies/materials,Artsfieldtrips,artists-in-residence,professionaldevelopmentand/orcredentialedartsteachers

$10.00 $20.00 $20.00 ü

LibrariesFTEAllocations

FTEAllocationsforLibrariansBasedonschoolsize

0.4-1.0 0.8-1.0 0.4-1.0 ü

LibrariesPerPupilAllocations

Books(nottextbooksorclasssets)limitoffiveofeach,magazines,andtechnologyforlibraryuse.OrdersplacedthroughLibraryDepartment

$11.00 $11.00 $11.00 ü

PhysicalEducation

FTEAllocations

FTEsplacedatK-5sitesreceivingphysicaleducationprogramsupport(includesK-8sites)

0.2-1.0 None None ü

PhysicalEducationPerPupilAllocations

AllequipmentforFITNESSGRAMtestingmaterials,equipmentthatsupportsstandards-basedinstructioninphysicaleducationclasses,guestspeakersorpresentersrelatedtophysicaleducation,professionaldevelopmentforphysicaleducationandclassroomteachers

None $12.00 $12.00 ü

Athletics

SportsTeamAllocations

AllocationsvarytoHS&MSsites;basedonnumberandtypeofathleticteamsateachschoolthatisintheSFUSDAAAAthleticleague(eachathleticteamisallocatedafixedamount)

None TBD TBD ü

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CategoricalProgramFundingGuideline

Thischartistoserveasaguideonhowtousethecategoricalfundingsources(e.g.TitleI),andcanbeareferenceindeterminingprogramgoalsandexpendituresintheBSC/SPSAthatareappropriateforthisrestrictedfunds.CategoricalProgramsareprogramsforwhichfundingisrestrictedtospecificpurposes.Thesepurposesaregovernedbyauniquesetofstateandfederallawsandregulations.InSFUSD,schoolsareidentifiedforTitleIfundingbasedonthedistrictpovertyratepercentage.

TitleI,A31500

FundingDescription

Afederalprogramthatprovidessupplementaryfundstohelpimproveinstructioninhighpovertyschoolstoensureallstudentsmeetstateacademicstandards.Note:AllusesofTitleIfundsmustbebasedonscientifically-basedresearchanddatathatverifyactionsresultinginincreasedstudentachievement.

StudentstobeServed

Studentsfromlowincomefamilies,includingEnglishLearners&studentswithdisabilities.Note: Currently,allSFUSDTitleIschoolsareschool-wideprogramssotheycanuseTitleIfundsforservicesandmaterialsthatsupplementtheschool-wideeducationalprogram.

ExpenditureRequirementsTheschoolmustuseTitleIfundsonlytosupplement,notsupplant,stateandlocalfunds. TheseexpendituresmustbeoutlinedintheBSC/SPSA.

Note:Allschoolsmustreserveatleast1%oftheTitleIallocationforParentInvolvement

OtherRequirements AllTitleIschoolsarerequiredtohaveaParentInvolvementPolicyandHome-SchoolCompact

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ExamplesofAllowableExpenditures

Focus TitleI,A31500

AcademicSupportforStudentsinEnglishLanguageArts(Reading,Writing,ELD),Math,

ScienceandSocialStudiesReminder: TitleIfundsaresupplemental.Theyshouldnotbeusedtopayforcorematerialsorstaff. Ingeneral,capitalequipment(e.g.furniture,audio/visualequipment)andfoodshouldnotbepaidforwithcategoricalfunds

Examples:• Supplementalinstructionalmaterialsthat supportclassroominstruction

• Specializedandtargetedacademicinterventions• Extendedlearningprogramsfortargetedstudents(extendedcalendarforbeforeorafterschoolacademicsupport)

• Supplementalprimarylanguagematerials• ProfessionalDevelopmentforstaff

SupportPersonnelReminder:TimeAccountingReportsarerequiredforstaffhiredusingfederalresources

SupportPersonnel:• Reading/Math/ELDCoaches• Interventionteacher• Para-educator• Counselor• ParentLiaison

Note:TitleIfundscannotbeusedtopayforcorepersonnelthatwouldotherwisebefundedthroughgeneralfunds.

CapacityBuilding&ProfessionalDevelopment

Examples:• Trainingfocusedonunder-achievingstudents• Consultantstosupportprofessionaldevelopmentwork• Principalcoaching/training• Teachercoaching/training• Supportstaffcoaching/training• Teacher/Supportstaffstipendsorextrahoursforprofessionaldevelopment

• SubstitutestoreleaseteachersforPD• TrainingMaterials/resources• Extraplanningtime• Conferences/workshopsthatsupportschoolplangoals

ParentEngagement

Mustuseatleast1%ofTitleIallocationforParentinvolvementactivitieswhichmayinclude:• SchoolSiteCouncilexpenditures(i.e.handouts,translation)• Parenttraining/educationopportunities• ParentWorkshops• Parentsupportmaterials• Translation• Childcareforparentinvolvement/educationactivities• Communicationwithparents(e.g.newsletters,postage)• Reasonablecostsforrefreshmentsforparentinvolvementactivitiesandworkshops*

*Refreshmentsareconsideredabetweenmealportion;notsufficientlysubstantivetoconstituteameal(pizzaisameal).

Note: Youneedtobeverycarefulaboutusingfederalresourcesforthecostofrefreshments. Youcannotpayforfood/beverageforrequiredmeetings(i.e.ELAC,SSC,staffmeetings),butyoucanusetopayforrefreshmentsforparentworkshops.

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PriorityActionAreasandComplianceRequirementsThis section provides additional guidance around some of the priority action areas, as well as areas withspecificcompliancerequirements.

• StateandFederalFundedPrograms• SpecialEducation• EnglishLearnerPathwaysandServices

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StateandFederalFundedPrograms(FAQ)

Whatarecategoricalprograms?Theseprogramsconsistofspecialfederalorstatefundsdesignatedforspecificpurposesorforaspecificstudentpopulationandestablishedbylegislation.

Whatiscompensatoryeducation?

Thisisdefinedassupplementary(overandabove)instructionalandsupportservicesprovidedfromcategoricalmoniesforstudentswhohavebeenidentifiedtobeeligibleforsuchservicesbecausetheyareeducationallydisadvantaged,andbecausesuchstudentsareenrolledinaschoolinwhichthereisalargeproportionofstudentswhoareeconomicallydisadvantaged. TitleI-PartAisacompensatoryeducationprogram.MostoftheotherstatecompensatoryprogramsarenowincludedinLCFF

WhatisTitleI?

TitleIisoneof10titlesoftheElementaryandSecondaryAct,amendedbyNoChildLeftBehind(NCLB)in2001.TitleIhas9parts,ofwhichPartA-ImprovingBasicProgramsOperatedbyLocalEducationalAgenciesisthemostcommonlydiscussed. TitleI-PartAisafederalprogramtoexpandandimprovetheeducationalopportunitiesofeducationallydisadvantagedstudents,especiallyinLanguageArts/Reading,Mathematics,andScience. OthertitlesofNCLBmayalsoaffectTitleI-PartA,suchasTitleIIandTitleIX.

WhatisthedifferencebetweenTitleISWP(School-WideProgram)andTAS(TargetedAssistanceSchools)?

ATitleITASisaschoolinwhichmanychildrenfromlow-incomefamiliesareenrolled,andwhichiseligibleforTitleIfunds. Selectedstudentswhoarenotmeetinggrade-levelstandardsaredesignatedbytheschoolsitetobetherecipientsofTitleIservices. PerSFUSDBoardPolicy,schoolsmustusemultiplecriteriaforselection. Themainpurposeistohelpeducationallydisadvantagedstudentsachievegrade-levelproficiency.

ATitleISWPisalsoaschoolinwhichmanychildrenfromlow-incomefamiliesareenrolled,andwhichiseligibleforTitleIfunds. Inthiscase,however,ifthestudentpopulationis40%ormorelow-incomestudents,theSiteCouncilCommitteemaydecidetousetheTitleIfundsschool-wideforthebenefitofthelowachievingstudents. Thisisaformalprocessthatrequiresacomprehensiveassessment,researched-basedreformstrategies,andothercomponentsmandatedbylaw. ThepurposeofSWPistoupgradetheentireeducationalprogramoftheschool.Bothschool-wideandtargetedassistanceprogramsmustuseeffectivemethodsandinstructionalstrategiesthatarebasedonscientifically-basedresearch.

WhatisaschoolParentInvolvementPolicyandHome-SchoolCompact,andwhichfundingrequiresit?

TitleI,PartArequiresSchoolLevelParentInvolvementPoliciesandHome-SchoolCompactsforimprovedstudentachievement. Thepolicyandthecompactarejointlydevelopedwith,anddistributedto,parentsofparticipatingstudents. Thepolicydescribesa)theinvolvementofparentsintheTitleIprogram,b)theschool-parentcompact,c)buildingcapacityforparentinvolvement,andd)accessibilityforparentstoparticipate(i.e.providinginformationandschoolreportsinaformandlanguageparentsunderstand). Thecompactdescribesa)theschool’sresponsibilitytoprovidehigh-qualitycurriculumandinstruction,b)theparents’responsibilitytosupporttheirchildren’slearning,andc)ongoingcommunicationbetweenparentsandteachers. Ata

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minimum,itincludesannualconferences,reportsonstudentprogress,accesstostaff,andopportunitiestovolunteerandparticipateinandobservetheeducationalprogram. FurtherguidanceandtemplatesareavailableontheSchoolSiteCouncilwebsitepage:http://www.sfusd.edu/en/councils-committees/school-site-council.html

WhatarethefiscalrequirementsforNCLB-TitleIPartA?

Section1120AoftheActspecificallyrequiresa)thedistricttomaintainfiscaleffort;b)federalfundstosupplement,notsupplant,non-federalfunds;andc)thedistricttoprovidecomparableservices. ThesefundingrequirementscontinuetoholdtrueeventhoughSFUSDdidreceivetheNCLBCOREWaiver. Inadditiontowhatislistedbelow,seeguidelinesontheuseofTitleIfunds.

Whatdoesitmeanto“supplementnotsupplant”?

Supplantmeanstoreplace,ortobeusedinsteadof. TitleIfundsmaynotbeusedtosupplantstateorlocalfundsforeducation. Allcategoricalprogramsmustsupplementexistingstateandlocalfiscalefforts,suchasconsentdecree,andbasicfunds. Thismeansthatyoucannotspendtheserestrictedfundsoncoreprogram.

InwhatareascanINOTspendTitleImonies?

• Salariesandbenefitsforteachersofself-containedclassrooms(theonlyexceptionisclasssizereductionfor

4th/5thgradesinSWPschoolsfundedthroughTitle1-PartA).• Basictextbooksandsuppliesgenerallyprovidedtoallstudents.• Equipmentandspecialsuppliesthatareprovidedforusebythewholeschoolandnormallyprovidedthrough

thegeneralfund(e.g.soundsystems,Prometheanboards,VCR,hangingscreens).• Furniture(includingstages,risers).• Foodexpensesforrequiredmeetings,exceptforparentsattendingTitleIparentworkshops(seepage34for

specificguidance).• Foodexpensesforstaff.

InwhatareascanIspendTitleImonies?

• Professionaldevelopmentthatfocusesonmeetingtheneedsofidentifiedchildren.Maybedeliveredviain-

housetraining,aninstitute,consultantservices,orconferences.• SalariesandbenefitsforLASpecialist,MathSpecialist,paraprofessionals,andfamilyliaisons.• Stipendsforteacherswhoserveatriskstudentsbeyondcontracttime(zeroperiod,afterschool,beforeschool).• Technologyandsoftwaretosupportcurriculumspecificallytomeettheneedsoftheat-riskstudentin

accordancewithyoursiteplan.• Supplementarymaterialsandsupplies.• Participationineducationalexperiencesappropriateforidentifiedstudents.

Whatiscomparabilityorcomparableservices?

Eachstudentinaschooldistrictmustreceiveessentiallythesameamountoffinancialsupportfromstateandlocaleffortsbeforeanycategoricalfundscanbedistributedtoanyschoolsinthedistrict. Districtsarerequiredtodemonstratecomparabilityonanannualbasistoshowthattheyarenotusingcategoricalfundsinplaceofbasicfundsrequiredtoeducatethechildreninthedistrict.

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WhatisTitleIComparabilityandwhydoesitapplytoallschoolsevenifaschooldoesn’tgetTitleI?InaccordancewiththeElementaryandSecondaryEducationAct,ourdistrictisrequiredtoperformaTitleIComparabilitycalculationeveryyeartodemonstratethateachourhighpovertyschoolsareequivalentlystaffedincomparisontoournon-highpovertyschools. Thisinvolvesinstructionalstaffonly(i.e.classroomteachers,bilingualteachers). WemeasureComparabilitybylookingattheratiosofstudentstostafftoensuretheequitabledistribution. IfsitesarenotfoundtomeetComparability,StateandFederalProgramswillcoordinatewithsiteadministratorsandBudgetstafftomakethenecessaryadjustments.

WhatareTimeAccountingrequirements?

OneofthewaystheCDEmonitorsourspendingofstateandfederalfundsforsalariedemployeesisthroughtheuseofTimeAccounting. Thisisacheckofspendingtoensurethattheactivitiesbeingperformedbystaffaresupplementaryservicestooursitesanddepartments. Thisprocessdocumentsthework,andprovidestheevidenceweneedtoproduceduringannualauditsandlargerreviewslikeFederalProgramMonitoring(FPM). Itisthesiteadministratororprogramadministrator’sresponsibilitytoensurethatthisprocessiscompletedforeverystaffmemberwhosesalaryispaidfromstateandfederalfunds(TitleI)

TimeAccountingfallsintotwocategories: TimeandEffortReportsarecompletedforstafffundedfrommorethanoneresourceandwhoworktowardmorethanonecostobjective. TimeCertificationReportsareforstafffundedfromasingleresourceorwhoworktowardasinglecostobjective.

Note: Ifyoumulti-fundanemployeewithafederalresource(i.e.TitleI),thentheTimeandEffortreportsarerequiredmonthlytotrackdailyuseoftime.

WhatarethestaffqualificationsunderNCLB(NoChildLeftBehind)whichaffectallschoolsregardlessoffunding?

TitleIofNCLBrequiresthatteachersofcoreacademicsubjectshiredafterthefirstdayofinstructionofthe2002-2003schoolyear,andteachinginaprogramsupportedwithTitleIPartAfunds,mustbe“highlyqualified”whentheyarehired. AllcoreacademicteachersmustobtainNCLBHighlyQualifiedstatusbyJune30,2006foreachcoreacademicsubjecttaught. Coreacademicsubjectsinclude: English,Reading/LanguageArts,Mathematics,Science,CivicsandGovernment,Economics,Arts,WorldLanguages,History,Geography,andSelf-Contained/ElementaryMultipleSubjects.

CoreacademicteacherswhohavenotmettheNCLBrequirementsbyJune30,2006,mayberequiredtodevelopaplantobecomehighlyqualified. BeginningFall2006,federallawrequiresaletterbemailedtoparentsofanystudentenrolledinacoreacademicclassbeingtaughtbyateacherwhohasnotreceivedhighlyqualifiedstatus.

ParaprofessionalshiredafterJanuary8,2002,andworkinginaprogramsupportedbyTitleIPartAfunds,musthavea)completedatleasttwoyearsofstudyataninstitutionofhighereducation;ORb)obtainedanassociate’sdegree;ORc)metarigorousstandardofqualityandcandemonstratecertainskillsthroughaformalacademicassessment.ParaprofessionalshiredbeforethedateofJanuary8,2002haveuntilJune30,2006tosatisfytheserequirements.ALLparaprofessionalsworkinginaprogramsupportedwithTitleI-PartAfundsmusthaveearnedahighschooldiplomaoritsrecognizedequivalent. Theserequirementsaffectallcoreacademicclassesinaschool-wideprogramandinatargetedassistanceprogram. Thelawexemptsparaprofessionalswhoareemployedprimarilytoprovidetranslationservicesorsolelytoprovideparentinvolvementactivities.

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WhatisNoChildLeftBehind(NCLB)?TheNoChildLeftBehindActof2001amendedtheElementaryandSecondaryEducationAct. Threeprominentaspectsofthelawinclude:First,settingminimumqualificationsforteachersinallthenation’spublicschools,whetherornottheschoolsreceivefederalfunding;second,establishingamandatorynationaldeadline(the2013-2014schoolyear)forallpublicschoolstobringallthesechildrentoanachievementleveldeemed“proficient”bythestate;third,authorizingtheuseoffederalfundsforextratutoringforchildreninthemosttroubledTitleIschools.

In2013,EightschooldistrictsinCaliforniathataremembersoftheCaliforniaOfficetoReformEducation(CORE)submittedajointrequestforflexibilitywithrespecttocertainrequirementsofNCLB,inexchangeforcommittingtoimproveacademicachievementandthequalityofinstructionforallelementaryandsecondaryschools. ThisjointrequestisknownastheCOREWaiver.

WhatistheNCLBCOREWaiver?

TheCOREwaivercallsforaholisticandsystemicapproachtoschoolimprovementbuiltaroundtherightdrivers:allstudentspreparedforcollegeandcareers,theeliminationofdisparityanddisproportionalityonallmeasuresintheacademic,social/emotionalandschoolcultureandclimatedomains. Inordertomeettheapprovedwaivercomponents,SFUSDwillimplementtheSchoolQualityImprovementSystemwhichaimstofosteracultureofcollaborationandcontinualimprovementateveryschoolandwillreorienttheworkofparticipatingdistrictssothatstudentsuccessinmultipledimensionsisatthecenterofeverydecisionmadeandeveryactiontaken.

Itisimportanttonotethatthiswaiverisnotamoveawayfromaccountability. Instead,itisamoveintoanewsystem,theSchoolQualityImprovementSystem,withahigherlevelofsharedresponsibilityandaccountability.ForSFUSD,thisworkwillbeindirectalignmentwithourthreegoalsofAccess&Equity,StudentAchievementandAccountability. AsweimplementthenewSchoolQualityImprovementSystemourworkwillbefocusedonkeyprincipalsthatinclude:• CollegeandCareerReadiness• DifferentiatedRecognition,AccountabilityandSupportforSchools• SupportingEffectiveInstructionalLeadership• TheNCLBCOREWaiverdoesproviderelieffromsome,notall,oftheprovisionsinNCLB.Thedistrictsrequested

waiversofsixsectionsoftheElementaryandSecondaryEducationAct(ESEA)requirements.Thesixsectionsinclude:o PerESEAsection1116(b)takecurrentlyrequiredimprovementactionsforschoolswhenschoolsare

identifiedforimprovement,correctiveactionorrestructuring.o Per1116(c)(3)and1116(c)(7),takecurrentlyrequiredimprovementactionsinadistrictwhenadistrictis

identifiedforimprovement.o PerESEAsection1114(a)(1),meetthe40percentpovertythresholdsothatpriorityorfocusschoolscan

operateaschoolwideprogram.o PerESEAsection2141(a),developdistrictimprovementplansifadistrictdoesnotmeetitshighlyqualified

teachers(HQT)targets(asaresultofthiswaiver,aparticipatingdistrictwillhaveflexibilityinhowitusesitsTitleIandTitleIIfundswithrespecttothisrequirement).

o PerESEAsections6123(b)and6123(d)(2),limittheamountoffundsadistrictmaytransferfromcertainESEAprogramstootherESESprograms,aswellasmodifyplansrelatedtotransferredfundsandnotifytheStateeducationalagencyregardingthetransfer.

o PerESEAsections1113(a)(3)-(4)and(c)(1),servewithTitleIfundsschoolsinrankorderofpoverty.

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WhatdoesthewaivermeanforhowourschoolusesTitleIfunds?TitleIfundsarefederalfunds. Thesedollarsmustcontinuetobeusedtoprovidesupplementalservicesandsupporttounder-performingstudents. Thisrequirementhasnotchanged. IntheBSC,schoolsarestillrequiredtoindicatehowTitleIfundsarebeingused.Therequirementtouse1%forparentinvolvementstillremains.TherequirementforPIschoolstouse10%forprofessionaldevelopmentisnowflexible.SchoolsmaycontinuetousefundstosupportPDortheymaychoosetousefundsinanotherwaythatsupplementsservicestoimprovestudentachievement.TitleIschoolsstillmustcontinuetouseatleast1%oftheirTitleIfundstosupportParentEngagement.WhatisFederalProgramMonitoring(FPM)?

Thisisasystematicandcoordinatedprocessforreviewing,monitoring,andvalidatingtheimplementationofcategoricallyfundedprogramsinadistrictandatschoolsitesandensurethatSFUSDisspendingthefundingasrequiredbylaw. Adistrictmaybeselectedforanon-siteoronlinemonitoringeverytwoyears. TheprocesswasformerlycalledCoordinatedComplianceReview(CCR)andCategoricalProgramMonitoring(CPM). TheSFUSDhadaCPMreviewin2005-2006andin2009-2010.In2011–2012,SFUSDparticipatedintheonlineFPMreviewandanon-sitereviewin2013-14.SFUSDwasselectedforanon-sitereviewforboththedistrictandthecountyinthe2015-2016schoolyear.

WhatistheConsolidatedApplication,PartsIandII?

Thisistheapplicationprocessbywhichschooldistrictsapplyforcategoricalprogramfundingthroughstateandfederalsources. TheSpringReleaseisduetotheCaliforniaDepartmentofEducationonJune30ofeachyear,andtheWinterReleaseisdueinJanuary.

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SpecialEducationServicesStudents requiring special education services are first and foremost general education students. Theirsuccess, therefore,isthejointresponsibilityofallSFUSDeducators. Siteleadersshouldcarefullyconsiderthefollowingrecommendationsandcompliancerequirementsintheirannualplanning.

FISCALRESPONSIBILITYANDFUNDINGSitesarefundedfortheprovisionofSpecialEducationServicestotheirstudentsthroughtheWeightedStudentFormula(WSF)andthroughcentralallocationofstaffasdescribedbelow:

WeightedStudentFormulaFundstoSupporttheProvisionofSpecialEducationServicesGiventhateverystudentisageneraleducationstudent,sitesshouldrecognizethateachstudentwithanIEPcontributestothesite’sgeneralWSFfunding. Inaddition,sitesreceiveasupplementalperstudentamountforeachstudentwithanIEP. Thisamountisaflatamount,regardlessofthestudent’sservicesorinstructionalsetting(e.g.nodifferencebetweenrelatedservicesonlyvs.separateclasssettingforthemajorityoftheday). ThesesupplementalWSFfundsforSpecialEducationstudentsareintendedtocoveradditionalcostsrelatedtotheprovisionofspecialeducationservices,includingadministrativeandstafftime,professionaldevelopment,supplementalinstructionalmaterials,curriculum,assessmentprotocols,additionalprintingcosts,officesupplies,andtechnologyforassignedspecialeducationstaff.

CentrallyAssignedItinerantStaffSitesareassignedthenecessaryitinerantstafftomeettheIEPservicesoftheirstudentsbythecentralSpecialEducationdepartment. ItinerantstaffareassignedtositesinvaryingFTEportionsdependingupontheneedsofeachsite’sstudents.Largesitesmaybeassignedmultiplepersonnel,whilesmallsitesmightbeassignedaportionofanemployee’stime. Itinerantstaffincludethefollowingtypesofpersonnel:

• SchoolPsychologists–performassessments,provideIEPservices,andparticipateinStudentSuccessTeams• RelatedServiceProviders–includingSpeechLanguagePathologists,OccupationalandPhysicalTherapists,

teachersforVisuallyImpairedandDeaf,HardofHearingstudents,AdaptiveP.E.teachers,BCBA’s,etc.• ContentSpecialists–providesiteswithgeneralsupportforspecialeducation,includingguidanceonservicesand

supports,staffingassignments,compliancematters,aswellascoachingandmentoringtoallstaff.

Althoughthepositionsabovearefundedcentrally,theoperationalneedsofthesestaffmembersmustbeprovidedbythehostingsite. Forexample,theSpeechLanguagePathologistsandPsychologistmusthaveaspacetoworkwithatelephone,accesstoprinters,officesupplies,etc. FundingfortheserelatedcostsisincludedintheperstudentWSFfundsdescribedabove. Ifdesired,sitesmayfundanadditionalportionofFTE. Forexample,somesitesfunda0.5FTEschoolpsychologistinadditiontothe0.5FTEassignedbythecentralSpecialEducationdepartment. PleaseworkwiththerelevantSupervisor(e.g.RelatedServices,PsychologicalServices)tocoordinatetheassignmentandpairingofpositionspriortosubmittingbudgettemplates.

WeightedStudentFormulaSupplementforCertainTypesofSeparateClassesThefollowingtypesofSeparateClassescarryadditionalcostsassociatedwiththehigherneedsofthetypicalclass:

• SeparateClassesforPreschoolStudentsatElementarySites: examplesofadditionalcostsincludeinstructionalmaterials,toys,diapers,cleaningsupplies,gloves.

• SeparateClassesforModerate/Severestudents: examplesofadditionalcostsincludeadditionalinstructionalmaterials,specializedfurniture,supportfordailylivingskills,community-basededucation,vocationaltraining,aswellasdiapers,glovesformedicallyseverestudents.

• SeparateClassesforEmotionalDisturbance: examplesofadditionalcostsincludespecializedfurniture,andrewardstoencouragebehaviormodification.

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Foreachclasscapacitydescribedabove,siteswillreceiveanadditional$1,000(approximately$100perstudent)asaWSFsupplementtooffsetsomeoftheseadditionalcosts.

AllocationofTeachingandParaprofessionalStaffFollowingtheplacementofstudentsbyEPC,SpecialEducationSupervisorsworkcollaborativelywithsitestodeterminetheannualallocationofteachersandparaprofessionalpositionstosupporttheinstructionandcasemanagementofeachsite’sassignedstudents. Whilethesepositionsarecentrallyallocated,thesiteisresponsibleforthehiring,assignment,evaluation,andmanagementofthisstaff. Theregularmonitoringandevaluationofteachersandparaprofessionalsisnecessarytoensurequalityservicetoourstudents. Eachsite’sspendingplanforitsWSFshouldincludethenecessaryprofessionaldevelopment,instructionalmaterials,technology,andsuppliesrequiredbythesestaffmembers.

DuetoSFUSD’senrollmentsystem,whichincludesseveralassignmentrounds,theallocationofSpecialEducationstaffisarollingprocess,whichcannotbeginuntiltheresultsofRound1studentassignmenteachspring. Eachsite’sallocationisevaluatedperiodicallyandadjustedthroughouttheyearwhensignificantchangesoccurinstudentassignmentorindividualstudentneeds.Casemanagementassignmentdeterminationsarebaseduponthenumberofstudentseachteachercanserve.AllocationguidelinesareprovidedintheSpecialEducationStaffingGuide(tobesenttositesinMarch)whichprovidesdetailontheallocationformulasandprocess.

IMPORTANTCONSIDERATIONSFORPLANNINGTHEDELIVERYOFSPECIALEDUCATIONSERVICESLeastRestrictiveEnvironment(LRE).PL94-142mandatesthat"Tothemaximumextentappropriate,childrenwithdisabilities,includingchildreninpublicorprivateinstitutionorothercarefacilities,aretobeeducatedwithchildrenwhoarenotdisabled,andthatspecialclasses,separateschooling,orotherremovalofchildrenwithdisabilitiesfromtheregulareducationalenvironmentoccuronlywhenthenatureorseverityofthedisabilityissuchthateducationintheregularclasseswiththeuseofsupplementaryaidsandservicescannotbeachievedsatisfactorily."

SCHOOLENVIRONMENT

• EnsurethatstudentswithIEPsareintegralmembersoftheschoolcommunity. Siteleadersshouldtakestepstobuildaninclusive,positiveandwelcomingenvironment.

• Studentswithdisabilitiesshouldhaveaccesstoallschoolactivities,withsitesprovidingtheappropriateaccommodationsandmodificationstofacilitateparticipation.

• Allstaff,includinggeneraleducationteachers,needtounderstandtheirrequiredparticipationasamemberofanIEPteam,andthatIEPsareimplementedandmonitoredwithfidelity.

ADMINISTRATIVESUPPORT

• WorkcloselywiththeSpecialEducationSupervisorandContentSpecialistwhosupportyoursite.Worktogether

inpartnershiptocontinuallyimproveservicesandpromotetheleastrestrictiveenvironmentforeachstudent’ssuccess.

• SchedulemonthlySpecialEducationmeetingsattendedbytheprincipal,orAssistantPrincipal,andrelevantstafftomanageandimprovespecialeducationservices.

• RememberthatthePrincipalorPrincipal’sDesigneeisactingastheDistrictrepresentativetoensureadeliveryoftheservicesofferedinanIEP.

• Providethenecessaryspaceandsuppliestosupportthedeliveryofservicesbyallassignedstaffmembers,includingpull-outspacesforspeechservicesandspecializedinstruction,officespacesforpsychologists,etc.

• UnderstandthecompliancerequirementsofIDEAandensureyoursitehastheprocessesandproceduresto

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ensurecompliantdeliveryofspecialeducationservices.Examplesofareasforimprovementacrossthedistrictthatshouldbeaddressedinplanning:o EnsuringstaffparticipationinIEPmeetings,includingtheTransitionIEPsthatmustbeheldeachSpringfor

move-upsbetweenlevelso Timelinesforassessments(annualsandtriennials)andalltimelinesapplicabletoIEPso Brownfoldersarerequiredtobestoredinlockedcabinetinalockedroom.Ifyoursitedoesnotalready

havealockedcabinet,pleaseorderonefornextyear.o AroomtoholdIEPmeetingswithallnecessarytechnology. Parents/Guardiansmustreceiveawrittenoffer

ofFAPEandacopyoftheProceduralSafeguardsatthemeeting. Bestpracticeistohaveavailable:§ Twolaptops(onefortakingnotesandoneforwritingtheIEPinSEIS)§ Aprojectorsotheteamcanreviewsimultaneouslythenotes,goals,progress,etc.,§ Ascannertoimmediatelyuploadthesignaturepage,ReportsofProgress,andotherrequired

documentstoSEIS§ Accesstoaprinter. Toprovidetherightstoawritten(translatedifnecessary)IEPattheendofeach

meeting,deliveryofregularReportsofProgressonIEPgoals,etal.PRE-REFERRALINTERVENTIONSAccordingtothelaw,astudentshallbereferredforspecialeducationalinstructionandservicesonlyaftertheresourcesofthegeneraleducationprogramhavebeenconsideredand,whereappropriate,utilized.(30EC56303)

• Designateateamwhocometogetherregularlytodesign,implementandtrackinterventionprogressatyoursite• (e.g.SST,RtI,SAPteam).Ensurethatcarefullychosentieredinterventions,knowntobeeffectiveinaddressing

academicandbehavioralconcerns,havebeenimplementedwithfidelityanddocumentedpriortoareferralforaspecialeducationevaluation.

• EnsureappropriateinterventionsareimplementedanddocumentedpriortoreferralofastudentwhoisdesignatedasanEnglishLanguagelearner.

• Reviewvisionandhearingscreeningsandmonitorattendancepriortoareferralforaspecialeducationevaluation.

Ensurethatanyverbalrequestforspecialeducationtestingbyaparentisverifiedbyastaffmember,documentedinwriting,andprocessedtoinitiateappropriateproceduresimmediately.Toensurethattheparentreceivesatimelyresponse;theresponsemust:• Proceedimmediatelytothedevelopmentofanassessmentplan;or• Withparentpermission,implementpre-referralinterventionsfor8to12weeks,andthendecide;or• Providewrittendenialofrequest,withrationale,intheformofPriorWrittenNotice.

IDENTIFICATION&ASSESSMENT• Havesysteminplacetoensureassessmentplans,orPriorWrittenNotices,aredevelopedandprovidedto

parentswithin15calendardaysofreceiptofrequestforanassessment;assessmentscompletedwithin60days.• Monitorrequestsforassessmentandfollowupifnotthesignedassessmentplanisnotreturned.• Haveasysteminplacetoensurethatallassessmentsinastudent’sassessmentplanarecompletedand,reports

aretranslatedpriortothescheduledIEPmeetingwhenrequested.• EnglishLearnerstudentsaretobeassessedintheirprimarylanguagebystaffmemberswhoareproficientinthe

student’sprimarylanguage,orwiththeassistanceofaproficienttranslator.• Ensureappropriatestaffisknowledgeableabouttheprocedurestofollowifaparentprovidesanindependent

educationalevaluation(IEE),orrequestsanindependenteducationalevaluationatpublicexpense.Resultsofoutsideevaluationsprovidedtoschoolstaffmustbeconsideredinourassessmentprocess.ParentsareentitledtoanIEE,atdistrictexpense,iftheyobjecttoourassessment.

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INDIVIDUALIZEDEDUCATIONPROGRAM(IEP)DEVELOPMENT

• Havesystemsinplacetoensurethatthefollowingconsiderationsareaddressed:

o IEPmeetingsareheldwithinrequiredtimelines;o AcompletereviewoftheIEPmustoccuratleastevery12months,withnewgoalsandobjectives

established;o ParentsareactivemembersoftheIEPteamandschoolsitesshouldplanaheadwithenoughtimeto

accommodateparentschedules;o TherightsofparentspriortoandduringtheIEPmeetingarerespectedandenforced;o RequiredIEPteammembersmustattendthemeeting;onlyaparentcanexcusearequiredmemberof

theIEPteam.Excusalmustbeinwritingpriortothemeeting.ExcusedIEPteammembersmustsendawrittenReportofProgresstobediscussedatthemeeting.

o RequiredIEPteammembers(minimallyincludethespecialed.teacher,administrator,andgeneraled.teacher,alsoensuringCLAD,BCLAD,orELDcertificationasnecessary)areappropriatelyselectedandnotifiedofIEPmeetings;

o IEPteammemberscomepreparedforthemeeting. Ifdeemednecessary,apre-meetingshouldbeheld.o ReportsofProgressforallIEPgoalsmustbeprovidedatregularintervals;thesereportsshouldbe

deliveredinamannersimilartoreportcardsandmailedtoguaranteedeliveryifnecessary;o ThedeterminationsoftheIEPteamareaccuratelydocumentedusingSEIS,theweb-basedIEPsystem;o TheEdBenefitChecklist(locatedintheSEISDocumentLibrary,Chapter2)isatoolwhichshouldbe

utilizedateveryIEP,uploadedtoSEISnotes,andincludedhardcopyinthebrownfile.

• Ensurethatthelanguageneedsoffamiliesaresupportedasfollows:o Noticesofmeetingareinparent’sprimarylanguage;o Interpretationandtranslationservicesareprovidedwhennecessary;o Parents/GuardiansarealwaysprovidedwithawrittencopyoftheIEPattheendofeachmeeting.

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EnglishLearnerPathwaysandServices

EachCaliforniapublicschoolfromkindergartenthrough12thgradewith21ormoreEnglishLearnersmustformafunctionalEnglishLearnerAdvisoryCommittee(ELAC). TheELACisacommitteeforparentsandothercommunitymemberswhowanttoadvocateforEnglishLearners. ELACsalsoplayaroleintheBalanceScoreCard/SinglePlanforStudentAchievement(BSC/SPSA)processbecauseoneoftheirfunctionsistoadvisetheSSConthedevelopmentoftheBSC/SPSA.

BelowisachecklistthatprovidesinformationonmembershiprequirementsandresponsibilitiesoftheELACandfundingguidelinesfortheuseoftheSupplementalConcentrationGrantallocatedtositestoprovideadditionalservicesandsupportforEnglishLearners.

ENGLISHLEARNERADVISORYCOMMITTEE(ELAC)CHECKLISTFORSITES

FUNCTION:Schoolhas21ormoreEnglishLearner(EL)studentsandhasanELACtoproviderecommendationsregardingELprogramsandservicesthatareincludedintheschool’sBSC/SPSAandbudget.

MEMBERSHIPCOMPOSITION:

o ENGLISHLEARNERPARENTSareincludedintheELACmembership.o THEPERCENTOFELPARENTSisatleastthesameasthatofEnglishLearnerstudentsattheschool.o ELparentmembersoftheELACarenotemployeesoftheDistrict,however,employeesmaybeelectedasadditional

parentorcommunitymembers.

ELECTIONS:

o ELACswereelectedintheFallorasneeded.o OnlyparentsofELstudentsvotedforELACparentandcommunitymembers.o Staffmembersmaybeappointedbytheprincipal.

DELACREPRESENTATIVE: EachEnglishLearnerAdvisoryCommittee(ELAC)electedatleastonemembertotheDistrictEnglishLearnerAdvisoryCommittee(DELAC).

TERMOFOFFICE:Eachtermisfor2years. Iftherewerevacanciesduringtheterm,schoolconductedanelectiontofilltheseats.

RESPONSIBILITIES:

o AdvisestheprincipalonprogramsandservicesforELs.

o AdvisestheSSConthedevelopmentoftheBSC/SPSAandtheSupplementalConcentrationGrantforEnglishLearners(SCG-EL)budget.

o Assistswithschoolneedsassessmentandannuallanguagecensus.

o Buildsparentawarenessonimportanceofschoolattendance.

RECORDKEEPING:Keepandmaintainfileofdocumentsforeachmeetingincluding,meetingnotice,meetingagenda,meetingminutesandsigninsheet.

FORTHEBSC/SPSA: TheELACprovidedadviceonthedevelopmentoftheBalanceScoreCard/SinglePlanforStudentAchievement(BSC/SPSA)includingtheschoolbudget. ThereareELACminutesdocumentingtheELACrecommendations.

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ELAC&SSCMERGER: ForELACsthathavemergedwiththeSSC,pleasechecktoensurethatthefollowingstepsweretaken:

o AftertheELAChasbeenelectedandtrainedontheirresponsibilitiesasacommittee,itmayrelinquishtheirresponsibilitiesofalltasksrequiredtotheSSCoranexistingschoolleveladvisorycommitteeforuptotwoyears(EC52870).

o InordertorelinquishtheirdutiestheELACmustvotetodoso.Oncethevoteistaken,transferacceptedandrecordedintheminutesofbothadvisorybodies,thetransferofresponsibilitiesiscompleted.

o TheSSCorexistingschoolleveladvisorycommitteemustfulfillthelegalresponsibilitiesoftheELACincludingthefollowing:

• ParentsofELsmustcomprise,atleast,thesamepercentasthepercentofELstudents;

• ReviewandprovideadviceonELprogramandservicesi.e.,theBSC/SPSA,andbudget;and

• Assistinthedevelopmentoftheschoolneedsassessment,languagecensusandwaystomakeparentsawareoftheimportanceofregularschoolattendance.

FUNDINGRESOURCESFORENGLISHLEARNERS

SupplementalConcentrationGrantforEnglishLearners(SCG-EL)

FundingDescription

UnderthenewLocalControlFundingFormula(LCFF),SupplementalConcentrationGrantforEnglishLearners(SCG-EL)replacestheEconomicImpactAidforlimitedEnglishproficientstudents(EIA-LEP)tosupportprogramsandactivitiesthatwill“increaseorimproveservices”forEnglishLearners(AB97)

ExpenditureRequirements

TheschoolmustuseSCG-ELfundsto“increaseorimproveservices”forEnglishLearnersinproportiontothenumberofEnglishLearnerswhogeneratedtheadditionalfunds(AB97).

TheseexpendituresmustbeoutlinedintheBSC/SPSAforeachschool. EachELACshouldhavetheopportunitytoreviewandproviderecommendationsonthesite’sSCG-ELbudget.

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ExamplesofAllowableSCG-ELExpenditures

AcademicSupportforStudentsindedicatedELD,EnglishLanguageArts,Math,ScienceandSocialStudiesReminder: SCGfundsaresupplemental. Theyshouldnotbeusedtopayforcorematerialsorcorestaffing.

§ PrimarylanguageandsupplementalinformationaltextsalignedwiththeCCSS,instructionalmaterialsandequipmentforstudents

§ AdditionalcoursesforEnglishLearnerstobesuccessfulinaccessingthecorecurriculum,includingspecializedELDforLong-TermELs

§ LowerclasssizeinELDandothercoursesforbeginningandearlyintermediateEnglishLearners

§ Primarylanguageinstruction/support,e.g.hirebilingualparaprofessionalstoworkwithEnglishLearnerstoaccessthecorecurriculum

§ Extendedhoursforteachersorparaprofessionalstooffertutorialsafterschoolandinthesummerforstudentsneedingintensivelanguageinstruction

§ ELcoordinatorforoneperiodaday(secondaryschools)

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ExamplesofAllowableSCG-ELExpenditures

§ Extendedday/week/yearfortargetedELstudents

§ TargetedinterventiontoaccelerateELstudents’achievementandreclassification

§ SupportforCELDTand/orreclassificationprocess

§ Academicinterventionstosupportstudentsinmeetingbenchmarksandreachinggrade-levelacademicproficiency

SupportPersonnel § Reading/Math/ELDCoaches§ BilingualInterventionTeacher§ BilingualParaprofessional§ BilingualCounselor§ BilingualCommunityLiaison

CapacityBuilding/ProfessionalDevelopment

§ Principalcoaching/trainingonmeetingtheneedsofELs

§ Teachercoaching/trainingonELD,SDAIE,orprimary/pathwaylanguageinstruction

§ Teacher/support,staffstipends,orECsforprofessionaldevelopment§ Teachersubstitutesforprofessionaldevelopment§ Trainingmaterials/resources§ Consultantstosupportprofessionaldevelopmentwork§ Supportstaffcoaching/trainingtosupportELstudentsandtheirfamilies§ Conferences/workshopsthatsupportschoolplangoalsforELs

ParentEngagementUseoffundsforparentengagementshouldfocusonELACandotherELparentactivitieswhichmayinclude:

§ ELACexpenditures(i.e.handouts,translation)§ ELparenttraining/educationopportunities§ ELparentworkshopsandsupportmaterials§ ReasonablecostsforrefreshmentsforELparentactivities

§ Translation,e.g.stipendsforappropriatelytrainedteachersorparaprofessionalswhotranslateforparentsoutsidetheregularschoolday

§ ChildcareforELparentinvolvement/educationactivities§ CommunicationwithELparents(e.g.newsletters,postage)

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AppendixA:ResourcesforCommunityandSchoolSiteCouncilMeetings

ThissectionprovidesresourcestoassistSchoolSiteCouncilsineffectivelycompletingtheBalancedScoreCardplanningprocess.TheintentofthesetoolsistosupportSSCstohaveaninclusiveandthoughtfulplanningprocess.

Thefollowingresourcesareincludedinthissection:

• SchoolSiteCouncilMembershipChecklist• GuidelinesforFacilitatingCommunityMeetings• SampleCommunityMeetingAgenda• SmallGroupActivity• Sign-InSheet• ChildcareSign-InSheet• SSCProcessChecklist:CommunityMeeting• SSCObserverChecklist:SchoolSiteCouncilMeeting

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SchoolSiteCouncilMembershipChecklistEachschoolisrequiredtohaveanelectedSchoolSiteCouncil(SSC)torepresentparents,students,schoolstaffandthecommunityintheschoolgovernanceprocess. TheprincipalandtheSSCarethekeyleadersintheBSC/SPSAprocess. ItisveryimportantforSSCmembershiptomeetparityrequirements. ParityisrequiredbyEducationCode(EC52852)andtoensureabalancedvoiceintheBSC/SPSAprocess.

ThechecklistbelowprovidesinformationonmembershiprequirementsandresponsibilitiesoftheSSC.

SCHOOLSITECOUNCIL(SSC)

FUNCTION:SchoolhasaSSCtodevelop,monitorandevaluateBalanceScoreCard(BSC)/Single

PlanforStudentAchievement(SPSA).

MEMBERSHIPCOMPOSITION(PARITYREQUIREMENTS):

o THEREISANEVENNUMBEROFSSCMEMBERS(minimumof10forelementaryand12forsecondary). Thisnumberdoesnotincludealternates.

o HALFOFSSCMEMBERSHIPisschoolstaff:

- Onememberistheprincipal- Classroomteacherscomprisethemajorityofthestaffmembership- Thereisrepresentationfromnon-classroompersonnel

o HALFOFMEMBERSHIPiscomprisedofparentsand/orcommunitymembers&students.

o FORSECONDARY,thereareequalnumbersofparents(orothercommunitymembers)&

students.

o Employeeswhoareparents/guardianscanserveaselectedstaffrepresentativesiftheirchildattendsthesameschoolatwhichtheparent/guardianisemployed. Parents/guardianscanserveaselected“parent”membersiftheirstudentattendsaschoolotherthantheschoolatwhichtheparent/guardianisemployed.

ELECTIONS:

o SSCswereelectedinthefallorspring,dependingonbylaws.o TEACHERMEMBERSwereelectedbytheirpeers.o PARENT/COMMUNITYmemberswereelectedbytheirpeers.o STUDENTMEMBERSwereelectedbytheirpeers(secondaryonly).

TERMOFOFFICE:Eachtermisfor2years(asstipulatedinbylaws). Iftherewerevacanciesduringtheterm,schoolconductedanelectiontofilltheseatsormovedtheirpreviouslyselectedalternatesintotheopenpositions.

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SCHOOLSITECOUNCIL(SSC)

RESPONSIBILITIES:

o Establishandmaintainbylaws.o Maintainrecords(e.g.elections,officialcorrespondence).o EstablishandregularlyreviewParentInvolvementPolicyandHome-SchoolCompact(required

forTitleIschools).o Develop,monitorandevaluateBalanceScoreCard/SinglePlanforStudentAchievement

(BSC/SPSA).o Getinputfromotheradvisorycouncilsandcommittees.

RECORDKEEPING:Keepandmaintainfileofdocumentsforeachmeetingincluding,meetingnotice,meetingagenda,meetingminutesandsigninsheet.

FORTHEBSC/SPSA:ThereareSSCminutesdocumentingthattheELACrecommendationswereprovidedtotheSSCduringtheBSCprocess.

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GuidelinesforFacilitatingCommunityMeetingsHowtoincreaseclarityatinformationsharingmeetings

q Presentinformationinmultipleformatstoincreaseretentionandaddressdifferentcommunicationstylesandlanguagediversity.

q Ensureeffectivelanguageinterpretationasneeded;explainalleducationaljargon/acronyms;constantlycheck

forunderstandingabouttherequestsforfeedback.

q Allowequitabletimeforpeopletoaskquestionsand/orexpressideasinbothsmallandlargegroups.Specifytheidealamountoftimepertopicandmonitorturn-taking.

q Askpeopleforwrittenand/orverbalfeedbackaboutwhatwasclearaboutyourmessagesandwhat

questionstheyhavethatarestillunanswered,orissues/solutionstheyhavethattheyfeelstillneededtoberecorded.

Break-OutModel:GuidanceforFacilitatorsYouhaveanimportantroleasabreak-outgroupfacilitator. Inyourgroupyouwill:

q Helptheschoolgatherimportantinputfromparentsandcommunitymembers.

q Helpgroupmembersfeelcomfortablesharingtheirideas.

q Keepthegroupfocusedonthetaskathand.

q Ensurethatrecordersaccuratelytranscribepeople’scomments.

Hereiswhatyoushoulddowhenyouareinyourgroup:

1. Introduceyourselfandyourrecorder. Explainyourroleinaccuratelygatheringinputandmakingsureeveryonehasanequitableopportunitytospeak.

2. Askparticipantstointroducethemselves. Goaroundthegroupaskingeachparticipanttointroduce

him/herselfandgivehis/herchild’sgradelevel.3. Passouthandouts. Quicklyreviewtheexpectedagreements(e.g.activelistening).4. Considerusingthe“additionalrequests”process. Holdupthecards/post-it’sthatlistrequestsidentifiedby

parentsandotherstakeholders.FrametheconversationthroughtargetedquestionsabouttheBSC/SPSA.Explainthatsomepeoplemayhaveissuesorconcernsthatgobeyondtoday’sconversation. PointtotheAdditionalRequestsposterandclarifythatanythingraisedtoday,beyondthescopeoftheBSC/SPSA,willbeforwardedtotheSSC. Participantsshouldwritetheirrequests,andpossiblytheirnameandchild’snames,andtheirphonenumberonthecard.Explainthatbecausetimeisshort,youmightaskaparticipanttoputcommentsintheAdditionalRequeststostayontopicwiththeBSC/SPSA.Remindparticipantsthiswillhelpusstayfocusedonourtaskofgettingideastomakeourschoolabetterschoolforourchildren.

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5. Discusseachquestion. Tobegin,readthequestionandaskifanyonewouldliketoaskforclarificationaboutthequestion.Facilitatetheconversationby:

q KeepingtrackofwhohasNOTshared/commentedsoyoucanreturntothatpersonandaskifhe/shehas

somethingtoadd.

q Repeating/paraphrasingwhateachpersonhascommentedtosimplifyitforyourrecorder;ensuringtherecorderiskeepingup;askingparticipantsifwhattherecorderhaswrittenisaccurate.

q Askingtherecordertomakenoteofhowmanypeopleagreeifmorethanonepersonmakesthesame

comment.

q Monitoringifsomeoneistalkingmorethanothers;remindingeveryoneoftheimportanceofensuringeveryonehasachancetotalk. (Consideringstating:“Whatyouaretalkingaboutisveryimportant. PleaserecordthedetailsontheAdditionalRequestspostersothateveryonecanhaveaturntospeak.We’llmakesuretherecorderhaslistedthemainideaofyourcommentbeforewemoveontosomeoneelse.”)

q UsingtheAdditionalRequestspostertoindicateitsimportanceandcardsifthereareissuesthatare

repeatedbymorethanoneperson;remindingparticipantsthatthesecommonissueswillbeforwardedtotheSSCforstudy.

q Avoidingdebates! Someparticipantsmightfeeltheyhavetodefendtheirpositionsorideastogarner

attention.Othersmightjustcommencecomplainingortellingparticipantsthattheirideaswon’twork.Ifthishappens,remindparticipantsoftheagreementsagain(e.g.activelistening,openminds,respectfulpatience).Also,remindparticipantsthatweareonlygatheringinputnow,ratherthanevaluatingit,bystating,“Pleaserememberthatwewanteveryonetofeelcomfortablesharingideas.Oneofouragreementsis,‘openminds,’soeveryideadeservestheconsiderationoftheSSC.Let’sjustgetasmanyideasaswecandownonpaper.WhenwewritetheBSC/SPSAwe’lllookattheseideasmorecarefully.”

6. Selectthemostnotablecomments. Forthelast10minutes,askparticipantstolookateachquestionandselect

thevitalcommentsthatyourgroupshouldsharewiththelargergroup.7. Shareyourgroups’comments. Eachfacilitator,inturn,willsharethecommentsthatthegroupsdecidedwere

mostnotable. Keepyoursharingtoabouttwominutes.8. Thankeveryoneandrequestassistancetocleanup. Aftertheprincipalhasmadeclosingremarks,thankthe

remainingparticipantsinyourgroupforcomingandforsharingtheirideas. Ifnecessary,remindsomeparticipantstoaddtheircommentstotheAdditionalRequestsposter. Collectthechartpaper,markers,leftovercards,etc.andtakethemtoacentrallocation. Besureyournameandrecorder’snameareonthechartpaperincasethereareanyquestionswhenwetallyallthecomments.

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SampleCommunityMeetingAgenda

Topic Process Time MaterialsWelcomeIntroductionsMeetingOutcome&Process

• Establishlanguageinterpretationifneeded.• Goaroundtheroomforintroductions.• Validateimportanceofcommunity

participation.• Remindpeopleofthevisionandvaluesfor

theschool.

10min.

• Agendasprintedinappropriatelanguages.

• Agendachartedclearlyinfrontoftheroom.

• Postschoolvisionandvalues.

DistrictandSchoolPriorities

• Presentpriorities,theirsource,valueandspecificmeaning.

• Addressquestionsforclarity.

10min.

• Handout:StrategicPlan/Priorities

• Chartofprioritiesinfrontofroom.Process

OverviewandTimelineforSitePlanning&Budget

• Present• Describebenefits. Emphasizetheintentionof

addressingimprovinglearningforallstudents.

10min.

• Handout: OverviewofPlan

andBudgetProcess

DiscussionGroups

• Breakintosmallgroups.• Introducefacilitatorandtheirrole.

o Allowsometimeforindividualreflectiono Shareideasinsmallgroups

30min.

• Flipchartsforeachgroupto

recordquestions.

NextSteps

• Eachgrouppresentsalistoftheirkeyissues/solutions.

• Quicklycategorizekeythemesfromsmallgroupsandcheckforagreement.

• Reviewnextsteps.• Askforfeedbackonmeeting.• Thankeveryoneforparticipation.

20min.

• Quickmeetingevaluationcardstodistributeandcollectatendofmeeting.

• Chartatfrontofroomwithnextstepswithamatchinghandoutforparticipantstotakehomeafterthemeeting.

DesiredOutcomesofCommunityMeeting

1. TounderstandtheDistrictprioritiesforallschools.2. TounderstandtheprocesstheSchoolSiteCouncilwillusetocreatetheBSCandbudget.3. Togatheralistofinitialissues/solutionsyouwanttheBalancedScoreCardtoaddressfornextyear.

FocusQuestions

1. Whatisworkingatourschooltoensureallstudentsexcelinreading,writing,andmath?2. Whatcanourschooldotoincreaseparentinvolvement?3. Whatsuggestionsdoyouhaveforimprovingstudentachievement?4. (Ifapplicable)Whatwouldhelpusdecreasetardinessandincreaseattendanceatourschool?

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SmallGroupActivity

Identifytwoacademicobjectivesbasedonyourschool’sachievementdata.

Discussvariouswaysinwhichyourschool’sbudgetcouldbetargetedtosupporttheseobjectives.

Howwouldyourgroupsupporttheseobjectiveswith$1,000?With$5,000?With$25,000?

KeyBudgetDecisions

AsyourSchoolSiteCouncildevelopsyourBalancedScoreCardandbudget,youmayfindithelpfultodiscussthesequestionstogether:

1) HowmuchmoneyisinthebudgetallocationforeachfundingsourcetobeconsideredinyourBalancedScoreCard?

Whatarethetotalresources(includingservicesprovidedcentrally)youhavetoworkwith?2) WhatacademicprioritiesandstrategiescanbesupportedwiththebudgetthatisdevelopedbytheSSC? Canyou

seeclearlinksbetweenthebudgetandtheacademiccomponentofyourschool’smostrecentBalancedScoreCard?

3) WhatelementsofyourBalancedScoreCardarethemostcostly?

4) Arethereimportantstrategiesthataren’tbeingfundedsufficiently? Couldresourcesberealignedto

supportastrongerBalancedScoreCard?5) Ifnewfundingbecameavailable,inwhatwayswouldyouspendit? Whatisyour“wishlist”ofcurrently

unfundedneeds?6) Iffundingweretodecrease,inwhatwayswouldyoureducecostsinthebudget?

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Sign-InSheet SchoolCommunityForumfortheBSC/SPSA

[InsertDateHere]

YourName Role Child’sName&Grade Phone/email

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ChildCareSign-InSheet SchoolCommunityForumfortheBSC/SPSA

[InsertDateHere]

Child’sName ParentSign-In Parent Sign-Out

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SSCProcessChecklist:CommunityMeetingSchoolName

DateofMeeting

ThepurposeofthismeetingistogatherinputandtogivethecommunityanopportunitytosharethepreliminarySpringBalancedScoreCardsubmittedtotheDistrict. Themeetingshouldtakeplaceatatimethatisconvenientforfamilies.Familiesshouldbemadetofeelwelcomeandcomfortable(e.g.byprovidingchildcare,translation,etc.)andthereshouldbeampleopportunityforcommunitymemberstoexpresstheiropinions. Schoolscannominateamemberoftheircommunitytoactasaprocessobserverorcanaskforacentralofficestaffmembertoobserveandgivefeedback.

Representation:Approximatelyhowmanymembersofthecommunityarepresent?Isitadiversegroup,reflectingthepopulationoftheschool(checktheschool’sSARConlineforademographicbreakdown)?

Substance:IsthediscussionfocusedontheBalancedScoreCardpriorities?Isstudentachievementservingasaprimarybasisfordiscussion?Didthemeetingproducedesirableoutcomes(e.g.,decisions,clarificationoffuturedirection)?

Opportunitiesforinput:Isitclear(fromtheagendaorothersources)whatthepurposeofthemeetingis?Isaneffortmadetohaveeveryone’sopinionsheardandrecorded?WasthereeffectiveinterpretationtoensurethatEnglishLearnerfamilieswereheard?

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SSCObserverChecklist:SchoolSiteCouncilMeetingSchoolName

ObserverName

DateofMeeting

SchoolSiteCouncilmeetings:Duringthisperiod,SchoolSiteCouncilsshouldbeengagedinreviewingcommunityinputanddraftingtheBalancedScoreCardforthe2016-2017schoolyear. ThemeetingshouldberunbytheSSCchairandthereshouldbeoperatingrules(e.g.,bylaws)inplaceandenforced. ThereshouldbeampleopportunityforallSSCmemberstoparticipate.SchoolscannominateamemberoftheirSSCtoactasaprocessobserverorcanaskforacentralofficestaffmembertoobserveandgivefeedback.

Representation:ApproximatelyhowmanySSCmembersarepresent?Arethevariousconstituenciesinattendance(parents,staffmembers,students,communitymembers)?

Substance:IsthediscussionfocusedontheBalancedScoreCardpriorities?Isstudentachievementservingasaprimarybasisfordiscussion?Didthemeetingproducedesirableoutcomes(e.g.,decisions,clarificationoffuturedirection)?

Opportunitiesforinput:Isitclear(fromtheagendaorothersources)whatthepurposeofthemeetingis?Isaneffortmadetohaveeveryone’sopinionsheardandrecorded?