Sunday, May 15, 2011

EDLD 5342 Week 5 Part 3

Week 5 Part 3 – Final Reflections on Lessons Learned
As I reviewed the Competency 8 Self-assessment strands I was excited about my growth and knew there were areas that I would like to continue to grow in. Having experienced this course, I feel I have a more realistic view of the expectations placed on a superintendent. As I attended budget meetings with the Superintendent and Board, it was enlightening to notice the little things, such as the amount of stress they were under. The lectures and readings were a tremendous help. I would view them before interviewing our Budget Manager and Assoc Superintendent of Finance. The amount of knowledge I gained from meeting with them in one of the most valuable things I am taking with me from this course, taking what we learned and applying it to the real world. At times I was truly frustrated with the assignments; however I was in a group of troopers that kept trying which was inspiring!

This past Wednesday, our Superintendent met with all principals and district leadership. His presentation was over our budget next year. To say that I was exhilarated when I actually understood every word he said about the budget is an understatement!!! I learned more than I was giving myself credit for. It was great!

EDLE 5342 Week 5 Part 2

Week 5 Part 2 – Self-Assessment of Superintendent Competency 8
 Our district has a new internal auditor and as she is going through and revamping our accounting system, I have asked questions and learned along the way.  Taking this course and seeing the implementation of changes pertaining to some of the items we are discussing has been a great experience. As the Superintendent we will be expected to apply legal concepts, regulations and codes as required by state law. Stakeholders such as parents, community, and the Board will view us as the expert in account auditing/monitoring, leading the way in hiring/retaining the best personnel, along with creating an effective budget. Superintendents and administrators in any district are held to high ethical standards and a high accountability for the knowledge they should possess. Decisions are made with cabinet and sometimes without them at a moment’s notice. The responsibility at times may be overwhelming but when one knows they have a direct impact on children, it is worth every ounce of concern.

Since taking the Self-Assessment in EDL D 5396, I have had various experiences and have rated myself differently. While I feel that I have had tremendous growth in many areas, I realize there are areas that are not as strong as I thought they were when I first completed the survey. There are documents that I never knew existed before this course. I feel I am more informed and actually know where to find resources when I step into a Superintendent position.
My groups was tremendous, as was the entire co-hort. I feel that I have made friends with very worthy colleagues whom I trust.

EDLD 5342 Week 5 Part 1

Week 5 Part 1 – Code of Ethics for School Leaders
Example 1 – Standard 1.2 The educator shall not knowingly misappropriate, divert, or use monies, personnel, property, or equipment committed to his or her charge for personal gain or advantage.  When the Principal is out of the building the Assistant steps in. Years ago my Principal was out due to his wife having a child; the three Assistants were in charge during that time. A teacher reported she left fundraiser money in a cabinet the evening before and it was gone. The teacher stated she told one of the Assistants it was there before she left the building the evening before. Fortunately we had a video camera that captured everyone entering the classroom. Unfortunately, it was one of the Assistant Principals.
Our Area Superintendent was called; she immediately came to the school. After questioning him, she gave him the option to resign or to be terminated. The short term consequence was that he no longer could work there, the long term consequence was that he has not gone back to education since as his peers or supervisor will not give him a good reference as his reputation was tarnished.
A Superintendent interacts with district staff, students, school board and community in a professional and ethical manner. Stakeholders must be able to trust their Superintendent. A preventative action would be to implement financial guidelines for all to follow such as processes and procedures for handling any type of money on a campus, from how it is collected to how it is accounted for. Ensure that all faculty and administration are trained on the procedures.

Example 2 – Standard 1.6 The educator shall not falsify records, or direct or coerce others to do so.  When I was a teacher, an administrator falsified documents. To be exact, he did not do his 45 minute observations; at the end of the year he had teachers sign off on their summative appraisals.  Needless to say, one of the teachers was not happy with her scores and went to the Superintendent with the information.
Our Superintendent did a thorough investigation. The short term consequence is that he was immediately terminated because he falsified documents. This administrator was hired by another district and the long term consequence was that he was caught falsifying financial records there!! He is no longer is education.
The Superintendent serves as an advocate for children, when appraisals are not completed, it is doubtful that the best possible instruction is taking place in the classroom, which directly impacts children. The district has since installed a new software program that allows the Superintendent and Area Supt. to view the progress of appraisals for all of their administrators; not only do they monitor observations, they monitor walk-throughs. A suggestion for monitoring financial records is to give principals and school secretaries training on the coding system and how funds can or cannot be spent. That would ensure that there is a system of checks and balances.

Example 3 – Standard 1.13 The educator shall not consume alcoholic beverages on school property or during school activities when students are present. As an administrator, anytime 911 is called I receive a text and a phone call asking what the emergency is. A while back, I received three phone calls within minutes of each other. On the fourth phone call I was told that if it happened again, they were sending personnel out and we were going to be fined. At that point I had the teacher come to my office. Being a new administrator and lacking in this type experience, I bluntly asked if he had consumed alcohol that day. When he said “Yes I have,” I almost fell out of my chair!
My Area Superintendent was there within minutes and the short term consequence was that he was put on administrative leave. The long term consequence was that he was terminated by the Board.
As educators we model and promote the highest standard of conduct, ethical principles, and integrity in decision making, actions and behaviors. I don’t know if there is a true way to prevent the incident above from happening. However ethical codes are reviewed every year with all educators and monthly pieces are expanded on during Principal meetings or Faculty meetings, maybe it will keep those thinking about it from doing it.

Example 4 – Standard 2.1 The educator shall not reveal confidential health or personnel information concerning colleagues unless disclosure serves lawful professional purposes or is required by law. In the former school district I worked for an administrator shared confidential health information at a faculty meeting, while the employee was not present. It made those in attendance feel uncomfortable. Upon finding out, the employee filed a grievance.
The short term consequence consisted of the Principal being put on administrative leave; long term consequence was that her employees no longer trusted her.

Example 5 – Standard 2.2 The educator shall not harm others by knowingly making false statements about a colleague or the school system. During an economic crunch several years back, a district had to put a Reduction in Force in place. An administrator went around making false statements about the school system to the community. Eventually the Superintendent found out and called him in.
The short term consequence was that he was written up and put on administrative leave; the long term consequence is that he ended up leaving the district as no one wanted to be associated with him.  

Saturday, May 7, 2011

EDLD 5342 Week 4 Part 4 - Interview with Assoc. Superintendent of Finance

Week Four Assignment, Part 5 – Interview with Assoc Superintendent of Finance
Our Associate Superintendent of Finance, John Piscacek, assisted the Superintendent in making it possible for our district to receive eight consecutive “Superior Achievement” ratings on our FIRST report. The first step that they take is to advertise in numerous places that are taking proposals. A committee is used to review and rank the proposals. They use a scoring grid to make sure the proposals have certain criteria they are looking for. A representative of the firm comes in to give a verbal presentation to the committee. In the interview they are asked questions about our accounting system and given information about the scope of the audit. They are given a 20 page data sample to evaluate to see how thorough they are. The reputation and how many school districts a firm has audited are part of the equation. The committee selects the top three proposals and submits them to the Superintendent. At that point, our Superintendent and Assoc. Superintendent hold a rigorous interview with the firm representatives. The firm chosen is taken to the board for approval. It is best practice and TEA recommends since the cost of setting up is costly to have a firm from 3 to 5 years.
The auditor will begin with four weeks in June. Components such as Special Programs, Grants, and Federal Funds will be evaluated. Then a review of Investment Officer Training was completed along with PEIMS submission data will be checked against Board minutes. A random number of checks will be pulled and documentation verified. The auditor will return in October and work through the end of December on Year-End audit items. The audit book and conclusions will be prepared and presented to the Board for approval.
The audit concludes where the district is financially. The Auditor’s Opinion is critical as agencies such as state and federal government view these documents and it effects a district’s rating. It determines whether a district is in compliance of state laws and has followed schedules/procedures. Whether a district has met standards will be determined.
The Auditor makes a presentation to the Board. During the presentation financial data is highlighted. Then any Board questions are answered during that time. Once the Board approves it into the minutes, the book will be published on the district website for all to see.

EDLD 5342 Week 4 Part 4 - Understanding Personnel Salaries in District Budgets

Week Four Assignment, Part 4 – Understanding Personnel Salaries in District Budgets

When I was hired in our school district, I was told “We take care of our employees.” Throughout the years, the Superintendent at hand can be heard saying, “We are all about our people.” I have always felt that it meant I needed to be a servant leader and take care of the teachers on my campus. After analyzing our district data, the sayings have a whole new meaning. Our district spends 87.9% of its budget on salaries. This enables students to have the teacher-to-student ratio needed for students to be successful. It also helps to have a competitive salary for educators so that we can hire and keep quality educators.
In our district a 5% salary increase would mean miraculously finding $14 million dollars. It would mean receiving more state money or a grant; however I’m not sure how we would sustain the increase over time if it were a grant. There would be a need to increase property taxes. Services would also need to be cut, such as lowering the amount of insurance coverage that the district paid, etc. Currently transportation picks up students outside a 1 mile radius; this would have to increase to 2 miles to have savings in that area. On the positive side, we would be extremely salary competitive with neighboring districts and more money would be going into the local economy.

Sunday, May 1, 2011

Week 3 Part 2

Week 3  Part 2

District 1
District 2
Revenue per WADA @ Compressed Rate
$5,555.82
$7,206.00
Total Target Revenue for M&O
$28, 023,556.08
$34,546,140.48
Teachers/Librarians/Nurses/Coun
281
307


Local Property Value in each district has a direct impact on the Revenue per WADA @ Compressed Rate. “Hold harmless” is a term used to describe a provision in new law that is designed to protect a school district from a loss of local revenue. (School Funding 101)  This law enables District 2 to money collected from local taxes. Districts have similar student numbers, however the Local Property Value in District 2 is higher and Revenue per WADA @ Compressed Rate clearly shows that the students in District 2 benefit from this.

A higher Revenue per WADA @ Compressed Rate allows District 2 to have a higher Total Target Revenue for M&O.  When one is in a smaller district 6 million dollars is a significant amount of money that can impact all areas of education. District 1 has a larger number of special programs children so it is odd that they do not have more money to address the needs of their students.

Reviewing the information on both districts, one can clearly see that the District 1, the lower economic district, does not have as many teachers, librarians, nurses and counselors as District 2. The current laws do not make the finances in education equitable for the children in Texas. Our legislators need to revamp what we are using to enable students in low economic  areas to have the same opportunities to be educated.

Week 3 Part 1

Week Three Assignment Part 1 – Texas School Finance: Developing a Position Paper after Comparing and Analyzing District Data
Component
District 1
District 2
Economically Disadvantaged
93.3 %
20.7%
LEP
48%
2%
Special Education
9%
7%
Bilingual/ESL
41%
2%
Voc. Ed
24%
14%
Career and Technology
24%
14%
Gifted and Talented
5%
4%
Total Refined ADA Adjusted for Decline
3,893.75
4,032.98
WADA
5,555.81
4,794.07

Position Statement:
As defined by TEA, economically disadvantaged students are those who are reported as eligible for free or reduced-price meals under the National School Lunch and Child Nutrition Program, or other public assistance. Students reported with any one of these status codes may or may not be enrolled in a special program such as compensatory or special education. (Source: PEIMS, 110) Comparing the two districts, District 1 has 93.3% of Economically Disadvantaged students and District Two has 20.7% of Economically Disadvantaged students. Reviewing the data for both districts one can conclude that District One has a higher number of students that are economically struggling and it will have a bigger impact on the money received by the district.
There are students with additional needs across our continent; however in Texas, students with additional education needs are weighted for funding purposes to help recognize the additional costs of educating those students known as WADA (Weighted Average Daily Attendance.) Weighted programs include special education, vocational, bilingual, gifted and talented, and compensatory education. A weighted student count is used to distribute guaranteed yield funding. (School Funding 101) These weightings determine the relative importance of each quantity on the average. An example of that is when special education students are serviced for a certain amount of time, the district will receive money based on the instructional setting.
The chart below shows the weights for various special programs.
Program
Weight
CTE
1.35
Bilingual/ESL
0.1
SCE
0.2
GT
0.12

The Total Refined ADA Adjusted for Decline is 3,893.5 for District 1 and 4,032.98 in District 2. Therefore when WADA is calculated District 1 has a WADA of 5,555.81 and District 2 has a WADA of 4,794.07. Clearly the number of students in special programs in District one has had an impact on WADA. Our government has had to provide more funds to District 1 to enable them to meet the special needs of their students; so their WADA is larger than District 2. (This is exactly what WADA was meant to do.

Week 3 Part 4 District Financial Facts

In Pasadena ISD, the Total M&O collections are $101,300,500. The sources of these funds are the tax rate of 1.07. The refined ADA in our district is 48,112.72, and the WADA is $66,505.14.
The local property value is $10,439,639,388. Compensatory education funds are $43,589,577.
Just over 78% of the students in Pasadena ISD are coming from economically disadvantaged households, and compensatory education funds are allocated for interventions, support personnel, and programs that are specific to their needs.
     When comparing the amount of funds that are allocated versus the amount of the sources of funds, the district is balanced. I reviewed summary of finances and budget documents in my district for the past three years, and this same principle has held true. In review of these documents, and in reflection of the interview that I had with the assistant superintendent of business and operations, PISD allocates 85% of its funding to personnel costs. This has the most direct impact on the students.