Welcome to IU13

Governance

IU Board members elected for three-year terms

Public meeting 2nd Wednesday of each month, unless otherwise advertised

IU 13 is governed by board representatives from 22 districts.

Pennsylvania’s Intermediate Units

IU 13 Serving 22 School Districts

School Districts: 22

Public School Enrollment: 89,000

Nonpublic Total Enrollment: 17,000

History of IUs

1971

• 29 IUs established• Replace 67 County Offices• State funded

1991

• IUs’ role restructured by legislation• Limited subsidy• Districts purchase services from IUs

2011

• State subsidy eliminated

2012 and beyond

• IUs must be entrepreneurial• IU boundaries opened

GovernanceIU 13 Organizational Chart

DirectorHuman Resources

ServicesFlip Steinour

DirectorInstructional

ServicesPam McCartney

DirectorPATTAN-HarrisburgAngela Kirby-Wehr

DirectorEarly Childhood and

Special Education Services

Sherry Zubeck

DirectorTechnology

ServicesTimothy Laubach

IU 13 Board of School Directors

Executive DirectorDr. Brian Barnhart

Chief Financial Officer (CFO)/Assistant to the Executive

DirectorGina Brillhart

IU 13 is an education service agency dedicated to delivering

irresistible services and programs to our school districts and communities

across the state.

IU 13 Mission Statement

Serving Young Learners

Early Intervention Program• 3000 Pre-K children served

Lebanon County Head Start• 500 children served• 400 families served

Serving School-Age Learners

Sensory Impaired (6 classes)

Learning Support (2 classes)

School to Work (9 classes)

Regular Ed-Turning Point (1 class)

Special Education Services

Autistic Support (21 classes)

Emotional Support (33 classes)

Life Skills/Multiple Disabilities (22 classes)

94 classrooms -755 students

Serving School-Age LearnersSpecial Education Services

Itinerant services• Autistic Services • Hearing Services • Occupational Therapy Services• Physical Therapy Services• Speech/Language Services• Vision Services

Residential Programs • Lebanon County Prison

3,088 students

Serving School-Age Learners

• Classes and Seminars for Gifted Students• AP Calculus and Statistics Simulations• Summer Enrichment Camps• College Fair for Students with Disabilities• Computer Fair (secondary students)• Organ and Tissue Donation Awareness

(OTDA)

General Education Services

Serving Adult Learners

Adult Education• 3,000 students served• Spanish/English translation services• On-site classes for local businesses

General Education Development Program (GED)

English as a Second Language Instruction

Prison Programs

Serving Educators

Professional Development • Superintendents• Assistant Superintendents/

Curriculum Coordinators• Principals• Special Education Administrators• Technology Administrators• Teachers

Conference Center Services (420,800 attendees and 18,330 events)

Serving School Districts - Administrative & Management Services

• Joint Purchasing• Discounted Use of Conference Center• Electricity, Gas, & Bulk Fuels Procurement• Employee Health Care Cooperative• Insurance Pools• Assistive Technology• Online Learning• Wide Area Network (WAN) Consortium • Substitute Teacher Procurement• Office Supply Procurement• Environmental Regulatory Compliance• Supplemental Disposables Program• Public Relations and Communication Services• Statewide Software Program

Regional Leadership and Partnerships

• Lancaster & Lebanon County Businesses (700)• Lancaster and Lebanon Chambers of Commerce• Microsoft, Inc.• School Improvement Partnerships• Bill & Melinda Gates Foundation• Lancaster Hourglass Foundation• Pennsylvania Department of Education• Lebanon VA, Willow Valley Associates, LGH• Keystones to Opportunity

Business Plan Guiding Principles

Efforts must support the compelling purpose

Leverage federal, state and marketplace revenue streams to fund research and development

Maintain a diversified portfolio of services and funding sources

Enter into entrepreneurial ventures with the explicit intention to enrich and benefit the programs offered to our 22 member districts

Actively seek the “voice of the customer” through the collection and use of qualitative and quantitative data regarding the value of current products and services, and potential future initiatives

Plan will be a living document and will be revisited biannually

Business Plan Highlights

Five Financial Models1. Marketplace Model

2. Consortium Model

3. Cost Reimbursement Model (Grants & Allocations)

4. Client Investment Model

5. Value-Added

Business Plan Framework - 4 Key Strategies 1. Product Strategy

2. Marketing Strategy

3. Resource Allocation Strategy

4. Financial Strategy

Unit # Unit Name2011-12Actual

2012-13

Actual2013-14 Budget

001 Administrative and Management Services $6,202,244 $6,870,593 $7,411,472002 Adult Education $2,817,097 $2,649,688 $3,163,478003 Conference Center Services $749,947 $736,663 $813,861004 Education Improvement Services $6,789,868 $9,521,265 $9,996,198005 Early Learners $17,822,914 $18,825,886 $18,945,015007 Nonpublic School Services $6,478,906 $6,838,872 $7,358,686011 Special Education Classroom Services $30,338,328 $26,492,337 $26,206,344012 Itinerant Solutions $15,282,842 $15,586,677 $16,225,681014 Pass-thru Funds Administration $21,773,599 $15,731,094 $16,155,885015 Statewide Initiatives $16,190,723 $13,586,910 $20,240,309016 Regional Technology Solutions $9,087,635 $9,928,673 $8,998,208

Subtotal SBUs $133,534,103 $126,768,658 $135,515,137

013 Operations and Infrastructure $14,052,200 $14,031,221 $14,840,993

018 Internal Service Funds for Employee Benefits $14,932,165 $13,845,967 $17,365,565Subtotal SSUs $28,984,365 $27,877,188 $32,206,558

Total All Units $162,518,468 $154,645,846 $167,721,695

Historical Expenditures

How is IU 13 funded?

LOCAL45%

STATE20%

FEDERAL35%

Fed-eral Allo-

cations/

Grants29%

State Allo-

cations/

Grants25%

Mar-ket-

place Rev-enue21%

School-age Spe-cial Edu-

cation Con-sortia Rev-enue22%

Other Consortia Revenue3%

$40,026,500Federal Sources

$2,045,851

$1,737,696

$1,629,615

$1,066,958

Indirect RevenueSupporting Operations

$38,837,153Federal Sources

$28,177,974Special Education

Consortia

$29,822,683Local

Sources

$31,855,217State

Sources

IU 13 Business Model

Funding

Indirects Marketplace Revenue