board of education meeting agenda january 8, 2014

BOARD OF EDUCATION

MEETING AGENDA

January 8, 2014

Administration Building, 800 South Taft Avenue, Loveland, Colorado 80537

“The Thompson School District will be a school district that empowers, challenges and inspires students, faculty, staff, parents, school leaders and community members to learn, achieve, and excel.”

Empower to Learn – Challenge to Achieve – Inspire to Excel

BOARD OF EDUCATION Bryce Carlson, Vice President 940 Crabapple Drive Loveland, CO 80538 [email protected]

Director District B 970-744-0247

Term Expires 2017

Pam Howard 800 South Taft Avenue Loveland, CO 80537 [email protected]

Director District D 970-691-2224

Term Expires 2015

Lori Hvizda Ward 800 South Taft Avenue Loveland, CO 80537 [email protected]

Director District E 970-663-3518

Term Expires 2017

Bob Kerrigan, President 2028 Elmwood Street Berthoud, CO 80513 [email protected]

Director District G 970-290-3610

Term Expires 2015

Carl Langner 1674 Monarch Circle Loveland, CO 80538 [email protected]

Director District F 970-663-6464

Term Expires 2017

Denise Montagu, Treasurer 800 South Taft Avenue Loveland, CO 80537 [email protected]

Director District C 970-679-9705

Term Expires 2015

Donna Rice, Secretary 1598 West 29th Street Loveland, CO 80538 [email protected]

Director District A 970-667-3046

Term Expires 2015

ADMINISTRATION

Stan Scheer, Ed.D. [email protected]

Superintendent of Schools 970-613-5013

Michael Jones [email protected]

Assistant Superintendent of HR/School Support 970-613-5081

Steve Towne [email protected]

Chief Financial Officer 970-613-5051

Paul Bankes, Ed.D. [email protected]

Executive Director of Elementary Education 970-613-5026

Charlie Carter [email protected]

Executive Director of Student Support Services 970-613-5055

Margaret Crespo, Ed.D. [email protected]

Executive Director of Secondary Education 970-613-5032

Diane Lauer, Ed.D. [email protected]

Executive Director of Instruction 970-613-5056

Michael Hausmann [email protected]

Public Information Officer 970-613-5015

Erv Klein [email protected]

Chief Technology Officer 970-613-5158

Shana Garcia [email protected]

Executive Assistant to Superintendent/BOE 970-613-5013

mailto:[email protected]

















Board of Education 800 S. Taft Avenue

Loveland, Co 80537

THOMPSON SCHOOL DISTRICT R2-J Board of Education Special Meeting – Work Session I

Wednesday, January 8, 2013 6:00 – 8:30 P.M.

Agenda Items

1. Call to Order, Roll Call, Adoption of Agenda

2. School Presentations – Berthoud High School & Loveland High School 20 Minutes

3. Thompson Education Association (TEA) Student Achievement Grant Report 15 Minutes

4. Proposed Revisions to Board Exhibit: 15 Minutes

JQ-E – 2014-15 Student Fees

5. District Security and Emergency Preparedness Update 20 Minutes

6. High Plains Academy Project 45 Minutes

7. 2013-14 Budget Amendments 30 Minutes

8. Future Agenda Items/Other 5 Minutes

9. Adjournment

AGENDA ITEM 2.0

District School Presentations Loveland High School Berthoud High School

Date: January 8, 2014 Submitted by: Stan Scheer, Ed.D., Superintendent of Schools Margaret Crespo, Ed.D., Executive Director of Secondary Education Consideration: For the Board to hear presentations from Loveland High School and

Berthoud High School. District principals/staff will be presenting videos/slideshows highlighting academic programs, athletics, and activities at their respective schools. Margaret Crespo will be in attendance to answer questions.

AGENDA ITEM 3.0

Thompson Education Association (TEA) Student Achievement Grant Report

Date: January 8, 2014 Submitted by: Stan Scheer Ed.D., Superintendent of Schools Laurie Shearer, TEA President Consideration: Does the Board have any questions regarding the TEA student

achievement program? The purpose of TEA student achievement grants is to:

• Increase academic student achievement through targeted direct instruction outside of the students’ regular school day.

• Enhance academics by utilizing interventions that are not already offered at school.

Laurie Shearer and members of the TEA student achievement grant committee will present the logistics of the grant program, provide annual comparative data, and answer questions.

AGENDA ITEM 4.0

Proposed Revisions to Board Exhibit JQ-E – 2014-2015 Student Fees

Date: January 8, 2014 Submitted by: Stan Scheer, Ed.D., Superintendent of Schools Margaret Crespo, Ed.D., Executive Director of Secondary Education Consideration: Does the Board have questions or require additional information

regarding the proposed revisions to Board exhibit JQ-E 2014-2015 Student Fees?

All student fees are adopted annually by the Board of Education as per statute. It is requested that all 2013-14 fees remain in place for the 2014-2015 school year, with the addition of the fees noted on the attached Board exhibit JQ-E. Margaret Crespo will be in attendance to answer questions.

File: JQ-E

2014-15 2013-14 STUDENT FEES

There are two types of academic fees district students are assessed, the instructional materials fee and the school fee. The instructional materials fees for the 2013-14 2014-15 school year are: Kindergarten $16.00 per student Elementary School (grades 1-5) $32.00 per student Middle School (grades 6-8) $25.00 per student High School (grades 9-12) $28.00 per student The instructional materials fee charged to a high school and middle school student is based on the purchase price and normal life expectancy of texts and items that are expected to last multiple years but still need to be replaced. The instructional materials fee charged to elementary school student is based on a combination of the purchase price and normal life expectancy of texts (used in intermediate grades), the actual cost of workbooks (used in primary grades) and consumable materials. The instructional materials fee is charged on a per-student basis and goes into the district’s general fund for distribution to the curriculum budget for text purchases and schools for additional texts, replacement materials or consumable materials. Students at all grade levels are also expected to have their own basic school supplies. A list of those supplies is available at each school. (Elementary school supply lists must not exceed $30.00 per student.) In addition to the instructional materials fee, the school fees listed below are charged to high school and middle school students based on the actual cost of consumable materials and supplies or the cost to rework materials to accommodate reuse. These fees are charged to students participating in specific classes and activities. These fees are deposited to each school’s fee supported fund and are used for the purpose designated in the fee schedule. Fees will be waived for students qualifying for free or reduced price school meals under the Federal Free or Reduced Price Meal Program. Fees will be prorated for students coming on or going off the meal assistance program during the school year. Students may also be charged for optional materials that they select for class projects in addition to the Board adopted fees. Also, students may be required to pay for all or part of field trip costs relating to admission or entrance fees, meals and lodging. In some high schools, fees are assessed by credits and half credits rather than by year of semester. Please check with the high school registration department. The fee structure as adopted by the Board of Education is subject to annual change.

Thompson School District R2-J, Loveland, Colorado Page 1 of 5

File: JQ-E

MIDDLE SCHOOL FEES (Mandatory)

Course/Fee Description Cost

Applied Arts Family & Consumer Science Industrial Education

$5.00 per semester $11.00 per semester

Art Grades 6, 7, 8

$10.00 per semester

Greenhouse Management $10.00 per semester Music

Band, Choir, Orchestra Instrument Rental

$5.00 trip travel fee $40.00 per year

Conrad Ball Middle School Only Tech Rental Fee iPad Cover

$45.00 per year $20.00 30.00 one-time fee or self-purchased

HIGH SCHOOL FEES

(Mandatory) These courses may fulfill core requirements for graduation. The fees charged are associated with expendable supplies and are assessed when students register for the course. Fees associated with graduation, International Baccalaureate (IB) and Advanced Placement (AP) exams are assessed during the school year and are included in this list as an approved fee.


General AP Courses Student pays for textbook AP Studio Art $35.00 per semester Diploma $15.00

IB Courses $145.00 one-time registration fee – this cost will increase $5.00 per year

Leadership Class $5.00 per semester Mountain View High School Only

iPad Cover Tech Rental Fee

$ 20.00 30.00 one-time fee or self-purchased $45.00 per year

Transcripts One copy free - $2.00 per copy thereafter

Advanced Placement/International Baccalaureate Exams

AP Exam – Exam fee is set by AP and changes yearly; school may not add administrative fees on top of fee charged by AP.

Fee set by AP (approximately $90.00 per exam)

IB Exam – Exam fee and mailing costs; school may not add administrative fees on top of fee charged by IB.

Fee set by IB [students take six exams (approximately $110.00 per exam) as well as an extended essay for the IB Diploma]

Applied Arts


File: JQ-E


All Business/Marketing classes (Accounting , Advanced Computer Applications, Business Law, Career Development, Computer Applications, Finance, E-Commerce and Web Design, Introduction to Business, Marketing Research, Multi-Media Presentations, Principles of Marketing, Sales and Advertising, Word Processing)

$5.00 per semester

All Family & Consumer Science classes (Teen Challenges, Life Management, Relationships, Housing & Interior Design I & II, Textile Studies, Early Childhood Education I & II, Teacher Cadet I & II)

$5.00 per semester

All Industrial Tech classes (Invention and Design, Technical Drawing, Architectural Drawing, Project Design Team, Construction I & II, Transportation I & II, Manufacturing I & II, Principles of Technology I &II)

$5.00 per semester

Catering $10.00 25.00 per semester

Computer Graphics Business I & II $15.00 per semester

Entrepreneurship $15.00 per semester

Foods I& II $10.00 25.00 per semester

Housing and Interior Design $15.00 per semester

Internet Technology $25.00 per semester

Nutrition I & II $20.00 per semester

ProStart Certification $75.00 per semester

Project Lead the Way (PLtW, Introduction to Engineering Design, Principles of Engineering, Digital Electronics Computer Integrated Manufacturing, Aerospace Engineering)

$20.00 per semester

Textile Studies $15.00 per semester

Work Experience (Business, Marketing, Family and Consumer) $5.00 per semester

Web Application Administration I & II $25.00 per semester Art

Computer Graphics Art I & II $15.00 per semester

Drawing I & II, Painting I & II, Commercial Art, Sculpture/Ceramics I & II $20.00 per semester

Metalsmithing/Jewelry I & II $30.00 per semester

Photography I, II & III $40.00 per semester

TV Broadcasting I & II $20.00 per semester

Video Production I & II $30.00 per semester

Math

Principles of Technology I & II $5.00 per semester

Music

All performing musical groups $15.00 per semester plus $5.00 per trip travel fee


File: JQ-E


Band uniform cleaning $10.00 per year

Instrument rental $40.00 per year

Marching Band $11.00 per semester

Musical Theatre $15.00 per semester

Musical Theatre Techniques $15.00 per semester

P.E.

Athletic Training Approximately $25.00 per course

First Aid (fee required) Fee set by Red Cross (approximately $35.00)

Life Guarding (fee required) Fee set by Red Cross (approximately $65.00)

Lifetime Sports $15.00 plus $5.00 per trip travel fee

Science

Microcomputer projects $18.00 per semester


File: JQ-E

ATHLETIC AND ACTIVITY FEES Students who participate in secondary level athletics and some selected activities are required to pay a fee which is collected at the school. Fees will be waived for students qualifying for free or reduced price school meals under the Federal Free or Reduced Price Meal Policy. Fees will be prorated for students coming on or going off the meal assistance program during the school year. Fees are to be paid or waivers obtained prior to a student’s participation in a sport or activity. Participants who are cut or who quit an activity within 10 practice or school days will be reimbursed the full amount of the fee. MIDDLE SCHOOL ATHLETIC/ACTIVITY FEES

$20.00 per sport participation fee (intramural sports) – enrolled students $30.00 per sport participation fee (intramural sports) – non-enrolled students $50.00 per sport participation fee (interscholastic sports), all middle schools – enrolled

students $70.00 per sport participation fee (interscholastic sports), all middle schools – non-enrolled

students Middle school family maximum of $125.00 per family per school year; no family maximum for non-enrolled students

HIGH SCHOOL ATHLETIC/ACTIVITY FEES

$125.00 per sport participation fee – enrolled students $175.00 per sport participation fee – non-enrolled students $30.00 per selected activity participation fee (Knowledge Bowl, Forensics) plus $ 5.00 per trip travel fee $150.00 football equipment fee – this fee will be collected from incoming freshman and first time Thompson School District football athletes only. This is a one-time fee and does not apply to the family yearly maximum. This fee will be used to replace football equipment (e.g., football helmets, shoulder pads, etc.) as needed by the team. High school family maximum of $325.00 per family per school year; no family maximum for non-enrolled students

Extracurricular activities (other than athletics) and student organizations may collect fees to cover the cost of specific activities or events.

There is a $450 maximum participation fee per family per school year. There is no family maximum participation fee for non-enrolled students. This includes participants in both middle and high school programs. Parents should keep track of the athletic/activity fees (i.e. receipts) they pay and notify the school(s) when the maximum fee has been reached. Revised December 9, 2009 Revised December 8, 2010 Revised April 18, 2012 Revised August 1, 2012 Revised December 19, 2012 Revised June 19, 2013


AGENDA ITEM 5.0

District Security and Emergency Preparedness Update

Date: January 8, 2014 Submitted by: Stan Scheer Ed.D., Superintendent of Schools

Michael Jones, Assistant Superintendent of HR and School Support Consideration: Does the Board have any questions regarding school security and/or

emergency preparedness and response? In the event of a critical incident in the schools, e.g., active shooter, the district is prepared to carryout out effective response protocols.

1. Standard Response Protocols (SRP’s) a. Standard Response Protocols are measures that provide staff and students

guidance for actions during a critical incident b. Every classroom in the district has the SRP’s posted on the wall near the door c. All schools are required to carry out the following Standard Response drills

throughout the academic year: i. LOCKDOWN (two drills per year)

ii. FIRE with evacuation (seven drills per year) iii. EVACATION off campus (one drill every three years) iv. SHELTER IN PLACE (one drill per year)

2. Emergency Preparedness Plans

a. In the fall of every year, schools are required to update their site-based Emergency Preparedness Plans. These plans serve as a framework for emergency response including evacuations and the reunification of students with parents / guardians

i. Emergency Preparedness Plans follow the frameworks of Incident Command Systems through FEMA and the Department of Homeland Security

ii. All administrators must have competed the FEMA, Incident Command Systems (ICS) 100 class, which is NIMS compliant

b. Emergency Preparedness Plans consist of the following elements: i. Contact information for all staff

ii. Command post locations for ICS (two must be designated) iii. Communication systems at command posts iv. Operational systems checklist v. Crisis Team roles assigned to staff:

1. School Incident Commander 2. Facilities Coordinator 3. Emergency Medical Coordinator 4. Reunification Coordinator (student reunion with parent/guardian) 5. Logistic Coordinator (food, water, transportation, etc.)

vi. Safe Area designations for: 1. Shelter in place (internal) 2. Evacuation Areas

a. On campus b. Off campus (primary and alternate)

3. Reunification plan 4. Calendar identifying dates for drills and crisis team meetings

3. Crisis Teams

a. Each school is required to have a Crisis Team. The team is comprised of various personnel (staff) capable of responding to critical incidents in their schools

b. Crisis Teams follow ICS constructs c. Crisis Teams meet once each semester for information and training

i. Table-top exercises are encouraged to better prepare members d. Crisis Teams are responsible for training staff and conducting drills e. Crisis Team members are encouraged to have CPR / First Aid certification

4. District Incident Response Team (DIRT)

a. The District Incident Response Team is responsible for planning and implementing security features throughout the district.

i. The team is comprised of emergency response professionals and district staff

1. Emergency response personnel include representatives from: a. Loveland Police b. Berthoud Police c. Larimer County Sheriff d. Loveland Fire e. Berthoud Fire f. Loveland Emergency Planning g. Thompson Ambulance Service

2. District personnel include representatives from: a. Special Education b. District Medical Supervisor c. Nutrition Services d. Transportation Services e. Facilities Services f. Risk Management g. Fire Systems Specialist h. Surveillance Cameras Specialist i. Telecom Specialist j. Emergency Radios Specialist k. Executive Directors of Elementary and Secondary

Education l. Assistant Superintendent of HR and School Support

ii. DIRT members (district staff) are able to respond as needed to a critical

incident to provide operational and logistical support

5. Emergency Operations Center (EOC) a. The district supports an emergency operations center in room 132 at the district

administration building

b. During a critical incident the district would activate the EOC. Designated personnel would be present in the EOC to provide emergency response and recovery support to incident command and unified command. EOC personnel may include:

i. Superintendent ii. Assistant Superintendent

iii. PIO iv. Executive Directors of Education v. Risk Manager

vi. Telcom Specialist vii. Emergency Radio Specialist

viii. Surveillance Cameras Specialist ix. Fire Systems Specialist x. Security Manager

c. Assets for operational support in the EOC include:

i. Cable TV (stream news feeds, etc.) ii. Phone landlines (five lines available)

iii. Video projector for live surveillance camera streaming, building floor plans, other as needed

iv. Emergency radios base station v. Computer terminals (one or more computers would be accessed during a

critical incident)

6. Threat Assessments a. An important function to identify and interrupt a possible violent attack is the

use of threat assessments. Threat assessments should be employed immediately when intelligence demonstrates that a violent incident is being planned.

b. Persons included in the threat assessment process: i. Security Manager

ii. Building Administrator(s) iii. School Psychologist iv. School Counselor v. School Social Worker

vi. Associated Staff Members vii. Law Enforcement

viii. Associated Parents/Guardians ix. Associated Student(s) (those planning the event)

The following documents are available for Board review upon request:

• Standard Response Protocols • Emergency Preparedness Plan • Emergency Procedures Manual • District Communication Flowchart • Threat Assessment Packet

Rick Frei, Safety and Security Manager, will be in attendance to answer questions.

AGENDA ITEM 6.0

High Plains Academy Project Date: January 8, 2014 Submitted by: Stan Scheer, Ed. D., Superintendent of Schools Michael Jones, Assistant Superintendent HR and School Support Consideration: Does the Board have any questions regarding the proposed High Plains

Academy project? __________________________________________________________________ In January 2013, the Board granted approval for district staff to begin the planning phase for the High Plains Academy project. During the past year, district staff has been working with a design team, RB+B, to complete the initial planning and development of this project. District staff has also been working with the developer and with the City of Loveland regarding the acquisition of land for the school and an adjacent park/athletic field. The project is now at the point where additional input and direction from the Board of Education is necessary. Information will be presented regarding enrollment projections for the proposed school and the impact on surrounding schools. A short and long term projection plan will also be shared and discussed. Information regarding the instructional focus and curriculum will be presented and discussed. Additionally, as this school is being funded through a TIF agreement, information regarding this agreement will be presented. Michael Jones, Steve Towne, CFO, Diane Lauer, Executive Director of Instruction, Skip Armatoski, Planning and GIS Manager, and Brian Erickson, Facilities Services Director, will be in attendance to answer questions.

As of October Count 2013:

234 - Elementary student residents 82 - Middle school student residents 316 - Total

Projections Indicate:

2015: 251-272 - Elementary student residents 92-105 - Middle school student residents 343-377 - Total 2018: 321-367 - Elementary student residents 109-127 - Middle student residents 430-494 - Total

January 8, 2013 Project: High Plains Pre K – 8 Proposed site Acreage: 13 to 13.5 acres, as designed currently 13.43 acres Gross Building Size: 61,343 SF Total Student Capacity: 589

1) Features: • State-of-the-art, high performance facility, cutting edge design (Site/building orientation

positioned to take advantage of outdoors) • High performance building envelope and ample natural day lighting • High performance mechanical systems including ground source heat pumps • LED lighting with advanced controls • A building that teaches • Flexible teaching spaces including designated STEAM areas and small group breakout areas • Building layout to accept 21st century educational delivery and technology • Gym space for both school and community use • Creative outdoor learning areas • Low maintenance, natural landscape • Environmental focus with close relationship to High Plains Environmental Learning Center

2) Energy Goal:

• Current average elementary school: 65 kBtu/sq.ft./yr. • High Plains Pre K - 8 Current Goal: 30 kBtu/sq.ft./yr.

o The goal has been established based on the type of facility, construction, and systems currently proposed.

Our energy goal is to use less than half of what the current average facilities consume, or better. This will be done while also providing air conditioning, 67% of the district elementary facilities do not currently have air conditioning.

Energy Cost: • Current average elementary school: $39,400 for an average 47,500 sq. ft. facility (about

$0.83/sq.ft./yr.). • High Plains Pre K - 8 Rough Estimate: $30,000 to $40,000 for a 61,343 sq. ft. facility (about

$0.49 to 0.65/sq.ft./yr.).

The energy cost estimate is an educated best guess, based on current information. When modeling is completed the data will be more accurate. The facility will certainly consume a lot less energy overall and have a lower electrical demand (kW). The facility will use much less natural gas and more electricity for heat. Electricity generally has a higher cost than natural gas for every Btu purchased. So there’s not a 1 for 1 tradeoff (half the energy used does not equal half cost). Of course this depends greatly by the utility rates in place each year and operations.

3) Project Schedule • Design phase 6 to 8 months remaining • Construction build timeline 12 months

HIGH PLAINS SCHOOL SEPTEMBER 2013

CONCEPTUAL MASTER PLAN

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AGENDA ITEM 7.0 2013-14 Budget Amendments Date: January 8, 2014 Submitted by: Stan Scheer, Ed.D., Superintendent of Schools Stephen Towne, CFO Consideration: Does the Board have any questions or need additional information

regarding the enclosed 2013-14 budget amendment information? The statutory deadline for budget amendments is January 31 of each fiscal year. After that date, and prior to the close of the fiscal year, modifications, when necessary, can be made only in the form of a supplemental budget. District practice has been to recommend budget amendments as needed during January, and supplemental budgets as needed during June. This report provides the Board an update regarding budget variances of significance, known or expected at this time. It includes both formal budget amendment requests and estimated supplemental budget requests for the future. Both are provided to keep the Board fully apprised of expected performance against budget. For clarity, the report separates those items for which a definitive amendment is being requested now (Exhibits 1 & 2) from those where a supplemental budget will likely be requested later (Exhibits 3, 4 & 5) when more complete information is available. Each Exhibit includes a brief narrative explaining the big picture nature of the requested change. Resolutions for Exhibits 1 & 2 will be provided in the January 15 Board packet. Steve Towne will be in attendance to answer questions.

EXHIBIT 1 – REQUESTED BUDGET AMENDMENT

BEGINNING FUND BALANCES

A new practice for 2013-14 will be to formally update the budgeted beginning fund balances of the current year to reflect the final actual figures as presented in the Comprehensive Annual Financial Report for the recently concluded fiscal year. This change is necessitated by the recent modification to include budgeted fund balances in the CAFR. The change was implemented upon recommendation of the auditors.

BEGINNING FUND BALANCES - 06.30.13ORIGINAL REVISED06.19.13 01.15.14 CHANGE

1 GENERAL FUND 26,219,804 29,818,937 3,599,133 2 FEDERAL GRANTS 77,473 77,473 (0) 3 STATE & LOCAL GRANTS 755,697 885,884 130,187 4 LAND RESERVE 1,976,143 2,169,437 193,294 5 FEE SUPPORTED 1,254,354 1,395,017 140,663 6 BOND REDEMPTION 12,284,072 12,351,179 67,107 7 BUILDING FUND 90,000 99,831 9,831 8 CAPITAL PROJECTS 2,036,136 2,377,931 341,795 9 NUTRITION SERVICES 1,142,761 1,147,694 4,933 10 MEMORIAL TRUST 63,668 80,867 17,199 11 STUDENT ACTIVITIES 1,125,219 1,098,247 (26,972) 12 TOTALS 47,025,327 51,502,495 4,477,169

A resolution by the Board to approve the above changes will be provided in the January 15, 2014 Board packet.

Narrative for EXHIBIT 2

The attached Exhibit 2 compares all revenues and select expenses for the General Fund as originally approved by the Board on June 19 to the results now anticipated by the end of the fiscal year. The update is driven primarily by new information available as listed below.

a. Official October Count results – district and its charter schools b. Final assessed valuations of properties for school districts across the state c. Updated specific ownership tax projections statewide d. Per Pupil Revenues updated by Colorado Department of Education e. Other year-to-date results available thus far

The updated information in a-d above drives all of the changes contained in subtotals for lines 7, 11, 12, 33 & 36 of Exhibit 2. All other miscellaneous changes are reflected in subtotal line 27 of that exhibit. The total net change of the requested amendment results in approximately $50,000 less revenue versus expense (line 37, Exhibit 2).

EXHIBIT 2 – REQUESTED BUDGET AMENDMENT

GENERAL FUND REVENUES & EXPENDITURES

ORIGINAL REVISED06.19.13 01.15.14 CHANGE

FUNDED PUPIL COUNT (FPC)1 Early Childhood (EC) - SPED 96.5 102.5 6.0 2 EC - Colorado Preschool Program (CPP) 91.5 109.5 18.0 3 EC - E Care - 27.5 27.5 4 Thompson (TSD) K-12 13,725.1 13,800.3 75.2 5 New Vision Charter School (NVCS) 455.7 455.8 0.1 6 Loveland Classical Schools (LCS) 645.0 620.0 (25.0) 7 Funded Pupil Count Totals 15,013.8 15,115.6 101.8

SCHOOL FINANCE ACT (SFA)8 Local Property Taxes 30,444,044 29,314,149 (1,129,895) 9 Specific Ownership (SO) Taxes 2,142,185 2,188,770 46,585 10 Equalization 62,153,749 62,904,383 750,634 11 SFA Totals 94,739,978 94,407,302 (332,676)

12 Per Pupil Revenues 6,310 6,246 (65)

OTHER REVENUES13 1999 MLO - Local Property Taxes 7,500,000 7,500,000 - 14 2006 MLO - Local Property Taxes 5,348,692 5,440,685 91,993 15 SO Taxes - Non-SFA 1,878,033 2,149,674 271,641 16 Transportation Reimbursement 1,007,133 988,273 (18,860) 17 ECEA Funding 3,212,387 3,252,845 40,458 18 VOC EC/CTE Reimbursement 350,000 296,000 (54,000) 19 Indirect Cost Reimbursement 227,500 227,500 - 20 NVCS - SPED/ELL/Admin OH 402,429 402,553 124 21 LCS - SPED/ELL/Admin OH 511,999 547,570 35,571 22 Investment Earnings 44,400 44,400 - 23 Instructional Material Fees 225,000 205,000 (20,000) 24 E-Rate Reimbursements 165,000 165,000 - 25 Cell & Broadband Tower Leases 72,192 72,192 - 26 Miscellaneous 54,500 74,500 20,000 27 Other Revenues Totals 20,999,265 21,366,192 366,927

28 TOTAL REVENUES 115,739,243 115,773,494 34,251

TRANSFERS29 PPR (Net of Cap Reserve) 6,235.07 6,170.55 (64.52) 30 Early Childhood SPED 601,601 632,481 30,880 31 Colorado Preschool Program (CPP) 570,430 675,674 105,244 32 CPP - E Care - 169,690 169,690 33 Totals 1,172,031 1,477,845 305,814

CHARTER ALLOCATIONS34 NVCS 2,870,136 2,846,784 (23,352) 35 LCS 4,070,085 3,872,326 (197,759) 36 Totals 6,940,221 6,719,110 (221,111)

37 Total Net Change in Revenues less Expenses (50,452)

EXHIBIT 3

POSSIBLE FUTURE SUPPLEMENTAL BUDGET GENERAL FUND – SCHOOL FINANCE ACT & RELATED

The table below details another possible budget change contingent upon action by the Colorado Legislature. There is no action requested of the Board at this time. The changes below assume that the legislature approves additional funding to restore the original per pupil revenue projections (line 1) and apply them to the higher than expected statewide enrollment figures. Line 2 shows the revenue improvement that would result. With that improvement, transfers (line 7) and allocations (line 10) driven by PPR would be adjusted upward as well. The net improvement is shown on line 11.

FUTURE SUPPLEMENTAL BUDGET - ESTIMATEDREVISED REVISED.201.31.14 06.30.14 CHANGE

SCHOOL FINANCE ACT (SFA)1 PPR 6,246 6,310 65 2 Equalization 62,904,383 63,879,437 975,054

TRANSFERS3 PPR (Net of Cap Reserve) 6,171 6,235 65 4 Early Childhood SPED 632,481 639,095 6,613 5 Colorado Preschool Program 675,675 682,740 7,065 6 CPP - E Care 169,690 171,464 1,774 7 Totals 1,477,847 1,493,299 15,453

CHARTER ALLOCATIONS8 NVCS 2,846,784 2,876,186 29,402 9 LCS 3,872,326 3,912,320 39,994 10 Totals 6,719,110 6,788,506 69,396

11 Total Net Change in Revenues less Expenses 890,205

The above will be brought to the Board for approval in the future only if the state legislature first approves this measure.

EXHIBIT 4

GENERAL FUND FTE $ EXPENSES POSSIBLE FUTURE SUPPLEMENTAL BUDGET

The table below provides summary results of an analysis performed on pay assignment records available as of December 20, 2013. It’s a snapshot in time but provides a current look at how the majority portion of the General Fund Expenses Budget (80%) is tracking against projections. The figures shown below, in all cases, are savings against the 2013-14 General Fund Budget. Because staffing changes frequently, actual results at year end will be different. For now though this information provides helpful insight into compliance with current budget and also what assumptions may need updating during the development process for the 2014-15 budget. SUMMARY RESULTS - PROJECTED IMPROVEMENTS VERSUS BUDGET 2013-14

Licensed Classified APT TOTALS1 VACANCIES - FTE 1.71 6.36 1.23 9.30 2 VACANCIES - FTE $ 113,743 234,493 128,102 476,338 3 STAFF TURNOVER SAVINGS 141,279 incl in #4 159,605 300,884 4 WAGE/RAISE SAVINGS 183,254 256,994 88,857 529,106 5 EXCESS HDL SAVINGS 213,108 142,890 23,600 379,597 6 EXCESS PRE-TAX SAVINGS 28,199 26 4,758 32,983 7 TOTALS 679,583 634,403 404,922 1,718,908

EXHIBIT 5

STATE & LOCAL GRANTS FUTURE SUPPLEMENTAL BUDGET

Major grants are always specifically identified within the district budget. In addition the district estimates a certain amount of grants will be received that are not identifiable during budget development. An estimate for those monies is included instead. For 2013-14 that estimate was $338,000 as shown on line 15.

Thus far the district has confirmed miscellaneous grants totaling more than $1,000,000 (line 14) an improvement of $682,488 (line 16). In addition, another $250,000 grant has beenapplied for though not awarded.

District practice is to bring this information forward as a Supplemental Budget request in June when more complete information becomes available. The information below is provided as an update only at this time.

# Description Amount1 Expelled/At Risk Students 249,222 2 CDE - READ Act 244,885 3 CDE - BEST Grant - M.Blair Roof 185,280 4 RMC Health Schools 129,386 5 Thompson Education Association 38,700 6 Loveland Integrated School Arts 25,000 7 Larimer County Truancy Program 18,500 8 CO Comprehensive Health Ed 18,220 9 First Steps Early Childhood 15,000

10 Best Foot Forward 15,000 11 Colorado Council of Arts 15,000 12 Leader in Me 12,500 13 All Others 53,795 14 Other State & Local Confirmed 1,020,488 15 Estimated per Original Budget 338,000 16 Increase versus Estimated 682,488

17 Grampsas (Applied not Awarded) 250,000

MISCELLANEOUS STATE & LOCAL GRANTS

THOMPSON SCHOOL DISTRICT

2013-14 Budget Update

January 8, 2014

EXHIBIT 1


1 GENERAL FUND 26,219,804 29,818,937 3,599,133 2 FEDERAL GRANTS 77,473 77,473 (0) 3 STATE & LOCAL GRANTS 755,697 885,884 130,187 4 LAND RESERVE 1,976,143 2,169,437 193,294 5 FEE SUPPORTED 1,254,354 1,395,017 140,663 6 BOND REDEMPTION 12,284,072 12,351,179 67,107 7 BUILDING FUND 90,000 99,831 9,831 8 CAPITAL PROJECTS 2,036,136 2,377,931 341,795 9 NUTRITION SERVICES 1,142,761 1,147,694 4,933 10 MEMORIAL TRUST 63,668 80,867 17,199 11 STUDENT ACTIVITIES 1,125,219 1,098,247 (26,972) 12 TOTALS 47,025,327 51,502,495 4,477,169

BEGINNING FUND BALANCES - 06.30.13

EXHIBIT 2 – GENERAL FUND (GF) UPDATE


FUNDED PUPIL COUNT (FPC)1 Early Childhood (EC) - SPED 96.5 102.5 6.0 2 EC - Colorado Preschool Program (CPP) 91.5 109.5 18.0 3 EC - E Care - 27.5 27.5 4 Thompson (TSD) K-12 13,725.1 13,800.3 75.2 5 New Vision Charter School (NVCS) 455.7 455.8 0.1 6 Loveland Classical Schools (LCS) 645.0 620.0 (25.0) 7 Funded Pupil Count Totals 15,013.8 15,115.6 101.8

SCHOOL FINANCE ACT (SFA)8 Local Property Taxes 30,444,044 29,314,149 (1,129,895) 9 Specific Ownership (SO) Taxes 2,142,185 2,188,770 46,585 10 Equalization 62,153,749 62,904,383 750,634 11 SFA Totals 94,739,978 94,407,302 (332,676)

12 Per Pupil Revenues 6,310 6,246 (65)

UPDATE – School Finance Act

ESTIMATED ACTUALS CHANGE SUPPLEMENT?

1 DATES 05.01.13 12.15.13 FEB 2014

2 FUNDED PUPIL COUNT 828,045 830,623 2,578 830,623

3 PROPERTY TAXES 1,844,328,022 1,808,187,614 (36,140,408) -

4 SO TAXES 131,395,337 128,579,738 (2,815,598) -

5 EQUALIZATION 3,532,662,765 3,532,662,765 - 56,104,916

6 TOTALS 5,508,386,124 5,469,430,117 (38,956,006) 56,104,916

7 PER PUPIL REVENUE 6,652$ 6,585$ (68)$ 68$

* STATEWIDE TOTALS *

EXHIBIT 2 – GF UPDATE

ORIGINAL REVISEDOTHER GF REVENUES 06.19.13 01.15.14 CHANGE

13 1999 MLO - Local Property Taxes 7,500,000 7,500,000 - 14 2006 MLO - Local Property Taxes 5,348,692 5,440,685 91,993 15 SO Taxes - Non-SFA 1,878,033 2,149,674 271,641 16 Transportation Reimbursement 1,007,133 988,273 (18,860) 17 ECEA Funding 3,212,387 3,252,845 40,458 18 VOC EC/CTE Reimbursement 350,000 296,000 (54,000) 19 Indirect Cost Reimbursement 227,500 227,500 - 20 NVCS - SPED/ELL/Admin OH 402,429 402,553 124 21 LCS - SPED/ELL/Admin OH 511,999 547,570 35,571 22 Investment Earnings 44,400 44,400 - 23 Instructional Material Fees 225,000 205,000 (20,000) 24 E-Rate Reimbursements 165,000 165,000 - 25 Cell & Broadband Tower Leases 72,192 72,192 - 26 Miscellaneous 54,500 74,500 20,000 27 Other Revenues Totals 20,999,265 21,366,192 366,927

28 TOTAL GF REVENUES 115,739,243 115,773,494 34,251

EXHIBIT 2 – GF UPDATE

ORIGINAL REVISEDTRANSFERS 06.19.13 01.15.14 CHANGE

29 PPR (Net of Cap Reserve) 6,235.07 6,170.55 (64.52) 30 Early Childhood SPED 601,601 632,481 30,880 31 Colorado Preschool Program (CPP) 570,430 675,674 105,244 32 CPP - E Care - 169,690 169,690 33 Totals 1,172,031 1,477,845 305,814

CHARTER ALLOCATIONS34 NVCS 2,870,136 2,846,784 (23,352) 35 LCS 4,070,085 3,872,326 (197,759) 36 Totals 6,940,221 6,719,110 (221,111)

37 TOTAL NET CHANGE IN REVENUES LESS EXPENSES (50,452)

EXHIBIT 3 – SFA UPDATE?

POSSIBLE FUTURE SUPPLEMENTAL BUDGETREVISED REVISED.201.31.14 06.30.14 CHANGE

SCHOOL FINANCE ACT (SFA)1 PPR 6,246 6,310 65 2 Equalization 62,904,383 63,879,437 975,054

TRANSFERS3 PPR (Net of Cap Reserve) 6,171 6,235 65 4 Early Childhood SPED 632,481 639,095 6,613 5 Colorado Preschool Program 675,675 682,740 7,065 6 CPP - E Care 169,690 171,464 1,774 7 Totals 1,477,847 1,493,299 15,453

CHARTER ALLOCATIONS8 NVCS 2,846,784 2,876,186 29,402 9 LCS 3,872,326 3,912,320 39,994 10 Totals 6,719,110 6,788,506 69,396

11 TOTAL NET CHANGE IN REVENUES LESS EXPENSES 890,205

EXHIBIT 4 – FTE $ ANALYSIS YTD

Licensed Classified APT TOTALS

1 VACANCIES - FTE 1.71 6.36 1.23 9.30

2 VACANCIES - FTE $ 113,743 234,493 128,102 476,338

3 STAFF TURNOVER SAVINGS 141,279 incl in #4 159,605 300,884

4 WAGE/RAISE SAVINGS 183,254 256,994 88,857 529,106

5 EXCESS HDL SAVINGS 213,108 142,890 23,600 379,597

6 EXCESS PRE-TAX SAVINGS 28,199 26 4,758 32,983

7 NON-VACANCY TOTALS 565,840 399,910 276,820 1,242,570

OTHER FTE REQUESTS… Licensed Classified APT TOTALSCLASSROOMS 3.30 3.50 - 6.80 SPED 0.80 0.80 0.30 1.90 ALL OTHER 0.61 1.00 0.21 1.82

4.71 5.30 0.51 10.52

We will save $ How much tbd…

EXHIBIT 5 – GRANTS UPDATE

# Description Amount1 Expelled/At Risk Students 249,222 2 CDE - READ Act 244,885 3 CDE - BEST Grant - M.Blair Roof 185,280 4 RMC Health Schools 129,386 5 Thompson Education Association 38,700 6 Loveland Integrated School Arts 25,000 7 Larimer County Truancy Program 18,500 8 CO Comprehensive Health Ed 18,220 9 First Steps Early Childhood 15,000

10 Best Foot Forward 15,000 11 Colorado Council of Arts 15,000 12 Leader in Me 12,500 13 All Others 53,795 14 Other State & Local Confirmed 1,020,488 15 Estimated per Original Budget 338,000 16 Increase versus Estimated 682,488

17 Grampsas (Applied not Awarded) 250,000

MISCELLANEOUS STATE & LOCAL GRANTS

Questions?

board of education meeting agenda january 8, 2014

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