LA HABRA CITY SCHOOL DISTRICT BOARD OF EDUCATION - REGULAR MEETING. District Office Board Room 500 N. Walnut St., La Habra, CA 90631

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1 LA HABRA CITY SCHOOL DISTRICT BOARD OF EDUCATION - REGULAR MEETING Board Agenda District Office Board Room 500 N. Walnut St., La Habra, CA Thursday, September 8, :00 PM 6:00 p.m. - Closed Session 6:30 p.m. Work/Study Session 7:00 p.m. Call to Order/Regular Meeting (Meetings are recorded for use in official minutes) 1. Formal Call to Order Start time: 06:00 PM 2. Public Comment on Closed Session Items: Conference with Legal Counsel-Existing Litigation PERB cases regarding La Habra Education Association/California School Employees Association Government Code (d)(1) Conference with Labor Negotiators District representatives: Dr. Marc Winger Ed.D, Interim Superintendent Employee Organization: La Habra Education Association Government Code Adjourn to Closed Session 4. Work Study Start time: 06:30 PM Board Self-Evaluation 5. Second Call to Order Start time: 07:00 PM Welcome Pledge of Allegiance 6. Report from Closed Session 7. Action Item: Adoption of Agenda (Action) Motion Second Approve 8. Action Item: Approval of Minutes of the Regular Meeting of August 25, (Action) Packet page 1 of 172

2 Motion Second Approve 9. Correspondence: Clerk of the Board 10. Public Interest 11. Public Comment Members of the audience may address the Board of Education on agenda items during consideration of that item and items not on the agenda that are within the Board s subject matter jurisdiction. Speaking time is limited to three (3) minutes per speaker with a maximum of twenty (20) minutes per topic. Persons wishing to address the Board should complete and submit a Presentation Card, available on the table near the hallway door. The Presentation Card must be completed and given to the Secretary prior to the meeting. Matters not on the agenda may neither be acted upon nor discussed by the Board, but will be researched and responded to in any one of the following ways: 1) by telephone after research; 2) by mail after research; or 3) at a subsequent Board meeting as an agenda item. 12. GENERAL MATTERS a. Action Item: Consent Calendar (Action) Motion Second Board Action i. Independent/Special Education Contract Agreements Trustees are requested to approve the Independent/Special Education Contract Agreements as attached. ii. Staff Development Contractor Agreements pdf (p. 5) Special Ed Contracts pdf (p. 6) Recommend Board approval of Staff Development and revised additional expenses for designated employees to attend conferences/workshops as attached. iii. Extra Pay Approval STAFFDEV pdf (p. 8) Recommend Board approval of extra pay requests per employees Contract's provisions and Education Code requirements per attachment. Packet page 2 of 172

3 extra earnings pdf (p. 10) iv. Certificated and Classified New Hires and Resignations Trustees will be apprised of Certificated and Classified resignations and requested to ratify new hires per attachment. resignations pdf (p. 12) new hires pdf (p. 13) v. Personnel Change of Status Recommend Board approval of changes in select employees' status per attachment. vi. Expenditure's Report change of status pdf (p. 15) Trustees are requested to ratify and approve expenditures as presented. Handout at Meeting b. Enrollment Report (Information) Trustees will review the Enrollment Report as of September 8, Handout at Meeting c. Action Item: Administrator Appreciation Week (Action) Trustees will consider adopting Resolution # establishing October 10-14, 2016 as Administrator Appreciation Week. Moved Second Board Action Resolution.pdf (p. 16) 13. INSTRUCTION AND PERSONNEL a. Action Item: Approval of Resolution # /Classified Layoff (Action) Trustees are requested to consider adoption of Resolution # to layoff one classified employee due to lack of funds and reduce hours for three classified employees due to lack of work per the attachment. Moved Second Board Action Packet page 3 of 172

4 Resolution pdf (p. 17) 14. BUSINESS ITEMS a. Action Item: Gann Appropriations Limit Resolution # (Action) Trustees are requested to approve the annual adoption of district s estimated appropriations limit for the current fiscal year and the actual appropriations limit for the preceding fiscal year. Moved Second Board Action _School District Appropriations Gann Limits.pdf (p. 18) GANN Limit Adoption Resolution pdf (p. 20) b. Action Item: Financial Report (Action) Trustees are requested to certify the filing of the Financial Report as required by Education Code 42100, along with Budget revision for the school year as attached. Moved Second Board Action and Adopted Budget.pdf (p. 21) FD 12 BUD REV pdf (p. 168) FD 14 BUD REV pdf (p. 170) FD 01 BUD REV pdf (p. 171) 15. Board/Superintendent Comments: Back to School Nights 16. Adjournment Moved Second Board Action 17. NEXT BOARD MEETING: The next regular meeting of the Board of Education is tentatively scheduled for September 22, 2016 at 7:00 p.m., in the Board Room at the District Education Center, 500 North Walnut Street, La Habra, California. La Habra City School District is a tobacco-free district. Tobacco use is prohibited on District property at all times. Any individual with a disability who requires reasonable accommodation to participate in a Board meeting may request assistance by contacting the Superintendent's Office at ; fax: Packet page 4 of 172

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8 LA HABRA CITY SCHOOL DISTRICT REQUEST FOR APPROVAL OF PROFESSIONAL DEVELOPMENT PROGRAMS GENERAL PROGRAM LOCATION DATE OVERVIEW ATTENDEE(S) ESTIMATED FUNDING EXPENSE SOURCE PSW for Psychologists Camarillo, CA 9/30/16 To implement PSW assessments 2016 California PLTW/MATH Stem Symposium Anaheim, CA 10/9-11/16 to present at symposium A. Sandoval M. Bistarkey $50 $50 Special Ed. Cong. T. Bowen S. Pritchard $ $ Title I Mental Health Issues in the Classroom, CA 10/10/16 Learn more strategies to successfully intervene with behavioral issues. H. Yee $ Mental Health Conf. Annual CCAC Conference Sacramento, CA 10/12-10/14/16 PSW for Special Populations (EL) Ventura, Ca 11/2/16 CNET Costa Mesa, CA 11/15/16 & 3/21/17 California Math Council Conference Palm Springs, CA 11/4-5/16 RATIFICATION update on credentialing by the CTC D. Bautista $1, Title II to implement PSW assessments with EL population A.Sandoval $40.00 Special Ed Conf. to learn more about coaching school leaders. T. Egan $ Title II learn more about how to support teachers in Common Core S. Feitlin $ Title II 2016 Braille Boot Camp Anaheim, CA 8/22-24/16 to learn more about Braille to help students. M. Tolmasoff V. Short $35.00 $35.00 Medi-Cal LEA Billing Present/Attend -Common Strengthening your Core Conference Fullerton, CA Core Conference to support 9/2/2016 the District J. Green N/A N/A BOARD APPROVAL: September 8, 2016 Packet page 8 of 172

9 LA HABRA CITY SCHOOL DISTRICT REQUEST FOR APPROVAL OF PROFESSIONAL DEVELOPMENT PROGRAMS Packet page 9 of 172

10 September 1, 2016 La Habra City School District TO: Board of Trustees FROM: Superintendent RE: Extra Earnings NAME JOB TITLE SCHOOL ASSIGNMENT DATES #HOURS ESTIMATED FUNDING TOTAL PAY SOURCE CLASSIFIED Alatorre, Isabel Instructional Assistant I-Sp Ed Sierra Vista Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Alviso, Suzie Clerk Typist (12) District Office Parent Handbook Mailings 7/21/16-7/28/16 15 $ District Admin Alviso, Suzie Clerk Typist (12) District Office Excel Conference 8/1/16-8/2/16 6 $ S&C Assessment Arellanez,Cynthia Instructional Assistant I-Sp Ed Imperial Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Cabral, Liliana Instructional Assistant I-Sp Ed Sierra Vista NCI Recertification Training 8/12/16 3 $ Special Education Cassady,Christie Instructional Assistant I-Sp Ed Walnut NCI Recertification Training 8/12/16 3 $ Special Education Chevez, Maria Elena Clerk Typist Ladera Palma Preparation for School Year 8/5/16-8/12/16 30 $ S&C Sch Office Support Corral, Alma Instructional Assistant I-Sp Ed Arbolita NCI Recertification Training 8/12/16 3 $ Special Education Diez, Sabrina Instructional Assistant I-Sp Ed Las Positas Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Flores, Kimberly Instructional Asst III-Sp Ed/Behavior Las Lomas Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Gallegos, Martha Admin Secretary-Asst Supt District Office Board Meeting Closed Session 8/3/16 5 $ Asst Superintendent Garcia, Gertrudis Satellite Kitchen Lead District Office NSLP Application Input 8/8/16-9/30/ total $ 3, Child Nutrition Ghawaly, Elizabeth Instructional Asst III-Sp Ed/Behavior Walnut Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Heredia, Monique Instructional Assistant I-Sp Ed El Cerrito Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Jimenez, Alyssa Instructional Assistant I-Sp Ed Las Lomas NCI Recertification Training 8/12/16 3 $ Special Education Komatsuka Rodriguez, Susan Instructional Assistant I-Sp Ed Ladera Palma NCI Recertification Training 8/12/16 3 $ Special Education Kumar, Alissa Instructional Assistant I-Sp Ed Las Positas Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Linares, Robert Instructional Assistant I-Sp Ed Imperial Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Magdaleno, Elizabeth Instructional Assistant I-Sp Ed Walnut Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Magdaleno, Lisa Instructional Assistant I-Sp Ed Las Positas Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Martinez, Anna Clerk Typist Sierra Vista Preparation for School Year 8/5/16-8/12/16 25 $ Title I Martinez, Katiya Instructional Assistant I-Sp Ed Washington Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Moreno, Evarista Instructional Assistant I-Sp Ed Imperial NCI Recertification Training 8/12/16 3 $ Special Education Naranjo-Cruz, Angela Instr Asst II-Sp Ed/Health & Medical Las Positas Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Orozco, Desiree Instructional Asst III-Sp Ed/Behavior Las Lomas NCI Recertification Training 8/12/16 3 $ Special Education Ortiz, Elaine Instructional Asst III-Sp Ed/Behavior Las Positas Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Palomar, Corina Instructional Assistant I-Sp Ed Las Lomas NCI Recertification Training 8/12/16 3 $ Special Education Perez, Angela Instructional Assistant I-Sp Ed Walnut Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Perez, Osmara Instructional Assistant I-Sp Ed Las Lomas Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Quezada, Mireya Instructional Assistant I-Sp Ed Las Positas Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Romero, Mildred Instructional Asst III-Sp Ed/Behavior Washington Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Sandoval, Samantha Instructional Assistant I-Sp Ed Las Lomas Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Saucedo, Christian Instructional Assistant I-Sp Ed El Cerrito Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Saucedo, Maria Instructional Assistant I-Sp Ed Las Positas NCI Recertification Training 8/12/16 3 $ Special Education Silva, Benita Instructional Asst III-Sp Ed/Behavior Imperial NCI Recertification Training 8/12/16 3 $ Special Education Tolmasoff, Michelle Instructional Assistant I-Sp Ed Las Positas NCI Recertification Training 8/12/16 3 $ Special Education Tolmasoff, Michelle Instructional Assistant I-Sp Ed Las Positas Attend Braille Bootcamp 8/22/16-8/24/16 11 $ Special Education Torres, Ebelia Instructional Assistant I-Sp Ed El Cerrito Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Vargas, Erica Instructional Assistant I-Sp Ed Las Lomas NCI Recertification Training 8/12/16 3 $ Special Education Vasquez, Sandra Instructional Assistant I-Sp Ed Washington Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Velasco, Robert Instructional Asst III-Sp Ed/Behavior Imperial Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education Packet page 10 of 172

11 September 1, 2016 La Habra City School District TO: Board of Trustees FROM: Superintendent RE: Extra Earnings NAME JOB TITLE SCHOOL ASSIGNMENT DATES #HOURS ESTIMATED FUNDING TOTAL PAY SOURCE Walburn, Cara Instructional Assistant I-Sp Ed Las Lomas Nonviolent Crisis Intervention Training 8/4/16-8/5/16 12 $ Special Education CERTIFICATED Short, Vicki Teacher Las Positas Attend Braille Bootcamp 8/22/16-8/24/ $ Special Education ADMINISTRATION (TO BOARD: SEPTEMBER 8, 2016) Packet page 11 of 172

12 LA HABRA CITY SCHOOL DISTRICT September 1, 2016 TO: FROM: SUBJECT: Board of Trustees Superintendent EMPLOYEE RESIGNATIONS AND TERMINATIONS NAME/JOB TITLE/ HIRE DATE REASON EFFECTIVE DATE SCHOOL CLASSIFIED Aguirre, Amber 9/29/2015 Resigned 6/1/2016 Noon-Duty Supervisor Ladera Palma Orona, Rosie 10/15/2012 Resigned 9/2/2016 Noon-Duty Supervisor Sierra Vista Sanchez, Almadina 10/1/2007 Resigned 5/25/2016 Noon-Duty Supervisor Sierra Vista ADMINISTRATION Igarta, Kaleo Blaine 10/12/2015 Resigned 9/8/2016 Program Specialist District Office (TO BOARD: SEPTEMBER 8, 2016) Packet page 12 of 172

13 LA HABRA CITY SCHOOL DISTRICT September 1, 2016 TO: FROM: SUBJECT: Board of Trustees Superintendent RATIFICATION OF EMPLOYEES HIRED SUBSEQUENT TO SEPTEMBER 1, 2016 NAME/ JOB TITLE STATUS COLUMN/STEP RATE OF PAY HIRE DATE SCHOOL CLASSIFIED Martinez Reyes, Ivan Probationary Noon-Duty $10.333/hour 8/17/2016 Noon-Duty Supervisor El Cerrito *Morales, Rocio Probationary 21-2 $17.648/hour 8/8/2016 Instructional Asst III-Sp Ed/Behavior Imperial ***Rosales Delgado, Edgar Probationary Noon-Duty $10.333/hour 8/29/2016 Noon-Duty Supervisor Washington **Sanchez, Almadina Permanent Noon-Duty $10.333/hour 8/17/2016 Noon-Duty Supervisor Sierra Vista *Promoted from another position **Re-hire ***Previously Substitute Status CERTIFICATED Bae, Stella Temporary II-7 $63, /25/2016 School Readiness Nurse (pro-rated) Las Lomas McGrath, Katie Temporary-Waiver A-2 $19,629.59/annual 8/16/2016 Speech & Language (40%) (pro-rated) District Office Nguyen, Steven Probationary I III-1 $55,588/annual 8/31/2016 Math Teacher (pro-rated) Imperial Middle School Packet page 13 of 172

14 CERTIFICATED (continued) Treat, Linda Probationary I II-1 $52,142/annual 8/22/2016 Special Education Teacher M/M (pro-rated) Sierra Vista Silva, Kathie Temporary II-3 $54,379.68/annual 8/25/ st /2 nd Combo (pro-rated) Ladera Palma ADMINISTRATIVE Shawn, Joel Temporary Contract $1,200/day 8/12/2016 Interim Superintendent District Office Winger, Marc Temporary Contract $1,200/day 8/12/2016 Interim Superintendent District Office CLASSIFIED MANAGEMENT (TO BOARD: SEPTEMBER 8, 2016) Packet page 14 of 172

15 LA HABRA CITY SCHOOL DISTRICT September 1, 2016 TO: FROM: SUBJECT: Board of Trustees Carol Argomaniz, Director of Classified Personnel PERSONNEL CHANGE OF STATUS NAME/JOB TITLE/ CHANGE FROM TO LOCATION CLASSIFIED Longo, Sarah Location Sierra Vista Las Positas Instructional Asst II-Sp Ed/Health & Medical Las Positas Longo, Sarah Location Las Positas Walnut Instructional Asst II-Sp Ed/Health & Medical Walnut Magdaleno, Lisa Location Las Positas Walnut Instructional Asst I-Sp Ed Walnut Saucedo, Christian Location El Cerrito Walnut Instructional Asst I-Sp Ed Walnut CERTIFICATED ADMINISTRATION (TO BOARD: SEPTEMBER 8, 2016) Packet page 15 of 172

16 La Habra City School District RESOLUTION # ADMINISTRATOR APPRECIATION WEEK October 10-14, 2016 WHEREAS, Leadership Matters for California s public education system and the more than 6 million students it serves; WHEREAS, school administrators are passionate, lifelong learners who believe in the value of quality public education, and WHEREAS, the title school administrator is a broad term used to define many education leadership posts. Superintendents, assistant superintendents, principals, assistant principals, special education and adult education leaders, curriculum and assessment leaders, school business officials, classified educational leaders, and other school district employees are considered administrators; and WHEREAS, providing quality service for student success is paramount for the profession; and WHEREAS, most school administrators began their careers as teachers. The average administrator has served in public education for more than a decade. Most of California s superintendents have served in education for more than 20 years. Such experience is beneficial in their work to effectively and efficiently lead public education and improve student achievement; and WHEREAS, public schools operate with lean management systems. Across the nation, public schools employ fewer managers and supervisors than most public and private sector industries including transportation, food service, manufacturing, utilities, construction, publishing and public administration; and WHEREAS, school leaders depend on a network of support from school communities fellow administrators, teachers, parents, students, businesses, community members, board trustees, colleges and universities, community and faith-based organizations, elected officials and district and county staff and resources to promote ongoing student achievement and school success; and WHEREAS, research shows great schools are led by great principals, and great districts are led by great superintendents. These site leaders are supported by extensive administrative networks throughout the state; and WHEREAS, the State of California has declared the second full week of October as the Week of the School Administrator in Education Code ; and WHEREAS, the future of California s public education system depends upon the quality of its leadership; now therefore BE IT RESOLVED, by the La Habra City School District that all school leaders be commended for the contributions they make to successful student achievement. APPROVED AND ADOPTED this 8th day of September, 2016, by unanimous vote of said Board. IN WITNESS THEREOF, I have hereunto set my hand and seal this 8 th day of September, Marc Winger, Ed.D. Secretary to the Board John A. Dobson, President Representing Board of Trustees Packet page 16 of 172

17 LA HABRA CITY SCHOOL DISTRICT RESOLUTION # Resolution of the Governing Board of the La Habra City School District regarding the layoff of one employee and reduction of hours for three employees due to lack of funds or lack of work WHEREAS, WHEREAS, WHEREAS, Education Code section (a) permits the layoff or reduction of hours of classified employees for lack of work or lack of funds; and the District has the need to layoff one classified employee due to a lack of funds and the reduction of hours for three employees due to lack of work. due to a lack of special funding and the lack of work the Governing Board hereby finds that it is in the best interest of the La Habra City School District to reduce and/or eliminate the Classified support staff by the following: Eliminate one (1) 3.0 hour per day Educational Assistant position. Reduce (1) Special Needs Bus Aide positions from 4.5 hours to 4.25 hours per day. Reduce (1) Special Needs Bus Aide position from 4.25 hours to 2.25 hours per day. Reduce (1) Instructional Assistant II-Special Education/Health & Medical position from 5.0 hours to 3.5 hours per day. THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED AS FOLLOWS: The effective date of said layoff shall be 60 days notice, plus five (5 days) for mailing after the issuance of the layoff notice to the affected classified employee. BE IT FURTHER RESOLVED that the Superintendent or designated representative is directed to serve notice of layoff and/or reduction of hours on the affected employees. PASSED, ADOPTED AND SIGNED this 8th day of September, 2016, by the Governing Board of Trustees of the La Habra City School District. Marc Winger, Ed.D. Secretary to the Board John A. Dobson, President Representing Board of Trustees Packet page 17 of 172

18 August 2, 2016 To: From: Directors/Managers of Business Howard Marinier, Administrator Business Services Subject: School District Appropriations (Gann) Limits According to Government Code Section 7906(f), each school district shall report to the Superintendent of Public Instruction and to the Director of Finance at least annually its appropriations limit, its appropriations subject to limitation, the amount of its state aid apportionments and subventions included within the proceeds of taxes of the school district, and amounts excluded from its appropriations limit, at a time and in a manner prescribed by the Superintendent of Public Instruction and approved by the Director of Finance. Additionally, Education Code Section specifies that on or before September 15 the governing board of each school district shall adopt a resolution identifying their estimated appropriations limit for the current fiscal year and their actual appropriations limit for the preceding fiscal year. Notwithstanding Section 7910 of the Government Code, the documentation supporting the adoption resolution shall be made available to the public on the date of the meeting. Enclosed are sample resolutions to assist districts with compliance of the Education Code. Government Code Section 7910(a) requires that fifteen days prior to the regular scheduled meeting or noticed special meeting documentation used in the determination of the appropriations limit and other necessary determinations shall be available to the public. The determinations made pursuant to this section are legislative acts. Form GANN is included in the Standardized Account Code Structure (SACS) software (SACS2016ALL) to assist local educational agencies in meeting their constitutional and statutory obligations under the Gann Initiative to calculate appropriations limits and appropriations subject to limitation. Districts must include their completed Form GANN with their officially exported Unaudited Actuals submission. Although Form GANN contains preloaded or extracted data, some data must be manually entered on the form. Specifically, Line 19, Medicare, is not extracted and must be manually entered on the form. In addition, the form contains updated inflation adjustments on Line D2. Packet page 18 of 172

19 Directors/Managers of Business August 2, 2016 Page 2 of 2 The adjustment columns are available to make any necessary corrections to prior year Gann data or to extracted data. All adjustments must be explained in the bottom section of Form GANN, and documentation supporting the adjustment kept in your files along with a copy of this year s Form GANN. A fatal internal form check added to the software will prompt users to enter an explanation if data exists in the Adjustments column. Users will be able to close the form without fixing the condition, but the explanation must be provided to complete an official export. It is important to note that an amount on Section D, Line 10 on the Form GANN indicates an increase to the appropriations limit per Government Code Section The District must report the increase of its appropriations limit to the Director of Finance within 45 days. Please send a copy of the board adopted resolution to: Howard Marinier, Administrator, Business Services, A-1155A, Department of Education. If you have any questions or concerns regarding this request, please call me at (714) Enclosures cc: Chris Lombardo, Director Assistant Superintendents, Business Packet page 19 of 172

20 Resolution # RESOLUTION FOR ADOPTING THE GANN LIMIT (Normal, no increase to Limit pursuant to G.C WHEREAS, in November of 1979, the California electorate did adopt Proposition 4, commonly called the Gann Amendment, which added Article XIII-B to the California Constitution; and, WHEREAS, the provisions of that Article establish maximum appropriation limitations, commonly called Gann Limits, for public agencies, including school districts; and, WHEREAS, the District must establish a revised Gann limit for the fiscal year and a projected Gann Limit for the fiscal year in accordance with the provisions of Article XIII-B and applicable statutory law; NOW, THEREFORE, BE IT RESOLVED that this Board does provide public notice that the attached calculations and documentation of the Gann limits for the and fiscal years are made in accord with applicable constitutional and statutory law; AND BE IT FURTHER RESOLVED that this Board does hereby declare that the appropriations in the Budget for the and fiscal years do not exceed the limitations imposed by Proposition 4; AND BE IT FURTHER RESOLVED that the Superintendent provides copies of this resolution along with the appropriate attachments to interested citizens of this district. Board Approved on: September 8, 2016 Marc Winger, Ed.D. Secretary to the Board John A. Dobson, President Representing Board of Trustees Packet page 20 of 172

21 LA HABRA CITY SCHOOL DISTRICT 500 NORTH WALNUT, LA HABRA, CA FY UNAUDITED ACTUALS FINANCIAL REPORT SEPTEMBER 1, of 147 Packet page 21 of 172

22 La Habra City School District Interoffice Memorandum Date: September 1, 2016 To: From: Subject: Board of Education Marc Winger, Interim Superintendent Karen Kinney Chief Business Official UNAUDITED ACTUALS Enclosed is a copy of the financial report, a State-mandated report which provides final figures (subject to independent audit) of the District s revenues and expenditures for the fiscal year. This report will be presented and discussed at the September 8, 2016 Board meeting. The report shows that the District finished the fiscal year with a fund balance exceeding the State s minimum reserve level. If you have any questions about the report, please let me know. Enclosure 2 of 147 Packet page 22 of 172

23 La Habra City School District Summary of Funds General Fund, (Unrestricted) -- Accounts for unrestricted revenues and the majority of the Districts operating expenditures, including salaries of teachers and most other staff. Beg. Bal. Income Expenditures Ending Bal ,963,694 40,364,932 37,364,155 7,964, ,964,471 39,782,506 39,661,482 8,085,495 General Fund, (Restricted) -- Accounts for restricted revenues (federal, state and local programs) that have unique expenditure restrictions. Beg. Bal. Income Expenditures Ending Bal ,131 13,579,742 12,984,345 1,450, ,450,528 13,931,539 14,762, ,326 Child Development Fund -- accounts for all KidZone revenues and expenses. Beg. Bal. Income Expenditures Ending Bal , , , , , , ,467 76,362 Cafeteria Fund accounts for all Food Services activities at all schools and the two Central Kitchens. Beg. Bal. Income Expenditures Ending Bal ,019 2,404,004 2,486, , ,474 2,352,800 2,442, ,383 Deferred Maintenance Fund accounts for District and State funds for the major repairs of District facilities in accordance with the five-year Deferred Maintenance plan. Beg. Bal. Income Expenditures Ending Bal ,055 74,237 74, , ,123 1,194, ,938 1,218,123 Page 1 of 2 3 of 147 Packet page 23 of 172

24 Building Fund accounts for the General Obligation Bond proceeds. Beg. Bal. Income Expenditures Ending Bal ,171,093 28,541 1,949,372 3,250, ,250, ,300, ,262 Capital Facilities Fund accounts for Developer Fees received by the District which is to be used to mitigate student housing from new development. Beg. Bal. Income Expenditures Ending Bal , , , , , ,002 99, ,642 County School Facilities Fund is used for the new construction and modernization projects of the District. Beg. Bal. Income Expenditures Ending Bal Special Reserve Fund for Capital Outlay Projects accounts for money transferred to the District from Redevelopment Agencies. Beg. Bal. Income Expenditures Ending Bal ,602, , ,175 1,636, ,636, ,486 1,343, ,150 Bond Interest and Redemption Fund is maintained by the County and is used for the repayment of the General Obligation Bonds of the District. *Beg Balance includes Restatement Beg. Bal. Income Expenditures Ending Bal * 1,394,613 1,444,795 1,445,934 1,393, ,393,474 1,602,879 1,606,681 1,389, Total other funds excluding fund 51 16,129, Total other funds excluding fund 51 12,405,743 Page 2 of 2 4 of 147 Packet page 24 of 172

25 General Fund Unrestricted and Restricted Expenditures by Object Form Budget Description Resource Codes Object Codes Unrestricted (A) Restricted (B) Total Fund col. A + B (C) Unrestricted (D) Restricted (E) Total Fund col. D + E (F) % Diff Column C & F A. REVENUES 1) LCFF Sources ,700, ,700, ,433, ,433, % 2) Federal Revenue , ,637, ,767, , ,519, ,647, % 3) Other State Revenue ,439, ,955, ,394, ,140, ,953, ,094, % 4) Other Local Revenue , ,905, ,083, , ,458, ,538, % 5) TOTAL, REVENUES 45,446, ,497, ,944, ,782, ,931, ,714, % B. EXPENDITURES 1) Certificated Salaries ,969, ,514, ,483, ,978, ,943, ,922, % 2) Classified Salaries ,087, ,172, ,260, ,003, ,501, ,504, % 3) Employee Benefits ,210, ,780, ,991, ,847, ,299, ,147, % 4) Books and Supplies ,457, , ,264, ,242, ,242, ,485, % 5) Services and Other Operating Expenditures ,847, ,407, ,254, ,767, ,637, ,405, % 6) Capital Outlay , , , , , , % 7) Other Outgo (excluding Transfers of Indirect Costs) , , , , , , % 8) Other Outgo - Transfers of Indirect Costs (549,236.89) 430, (118,858.10) (484,951.00) 386, (98,466.00) -17.2% 9) TOTAL, EXPENDITURES 37,310, ,984, ,295, ,539, ,762, ,302, % C. EXCESS (DEFICIENCY) OF REVENUES OVER EXPENDITURES BEFORE OTHER FINANCING SOURCES AND USES (A5 - B9) 8,135, (4,486,347.72) 3,649, ,243, (6,831,480.00) 411, % D. OTHER FINANCING SOURCES/USES 1) Interfund Transfers a) Transfers In % b) Transfers Out , , ,122, ,122, % 2) Other Sources/Uses a) Sources % b) Uses % 3) Contributions (5,081,744.88) 5,081, (6,000,278.00) 6,000, % 4) TOTAL, OTHER FINANCING SOURCES/USES (5,134,951.18) 5,081, (53,206.30) (7,122,278.00) 6,000, (1,122,000.00) % 5 of 147 Packet page 25 of 172 File: fund-a (Rev 03/22/2016) Page 1 Printed: 8/31/2016 4:23 PM

26 General Fund Unrestricted and Restricted Expenditures by Object Form Budget Description Resource Codes Object Codes Unrestricted (A) Restricted (B) Total Fund col. A + B (C) Unrestricted (D) Restricted (E) Total Fund col. D + E (F) % Diff Column C & F E. NET INCREASE (DECREASE) IN FUND BALANCE (C + D4) 3,000, , ,596, , (831,202.00) (710,178.00) % F. FUND BALANCE, RESERVES 1) Beginning Fund Balance a) As of July 1 - Unaudited ,963, , ,818, ,964, ,450, ,414, % b) Audit Adjustments % c) As of July 1 - Audited (F1a + F1b) 4,963, , ,818, ,964, ,450, ,414, % d) Other Restatements % e) Adjusted Beginning Balance (F1c + F1d) 4,963, , ,818, ,964, ,450, ,414, % 2) Ending Balance, June 30 (E + F1e) 7,964, ,450, ,414, ,085, , ,704, % Components of Ending Fund Balance a) Nonspendable Revolving Cash , , , , % Stores , , , , % Prepaid Expenditures , , , % All Others % b) Restricted ,442, ,442, , , % c) Committed Stabilization Arrangements % Other Commitments % d) Assigned Other Assignments ,323, ,323, ,337, ,337, % Instructional Materials , , One-Time Projects Mandated Cost ,889, ,889, Declining Enrollment/Deficit Spending ,690, ,690, Supplemental and Concentration Site A , , One-Time Lottery Projects , , Instructional Materials , , One-Time Mandated Cost ,889, ,889, Declining Enrollment/Deficit Spending ,705, ,705, Supplemental and Concentration Site A , , One-Time Lottery Projects , , e) Unassigned/unappropriated Reserve for Economic Uncertainties ,510, ,510, ,632, ,632, % Unassigned/Unappropriated Amount % 6 of 147 Packet page 26 of 172 File: fund-a (Rev 03/22/2016) Page 2 Printed: 8/31/2016 4:23 PM

27 General Fund Unrestricted and Restricted Expenditures by Object Form Budget Description Resource Codes Object Codes Unrestricted (A) Restricted (B) Total Fund col. A + B (C) Unrestricted (D) Restricted (E) Total Fund col. D + E (F) % Diff Column C & F G. ASSETS 1) Cash a) in County Treasury ,335, (163,689.60) 10,171, ) Fair Value Adjustment to Cash in County Treasury b) in Banks c) in Revolving Fund , , d) with Fiscal Agent e) collections awaiting deposit ) Investments ) Accounts Receivable , ,321, ,168, ) Due from Grantor Government ) Due from Other Funds , , ) Stores , , ) Prepaid Expenditures , , , ) Other Current Assets ) TOTAL, ASSETS 11,316, ,165, ,482, H. DEFERRED OUTFLOWS OF RESOURCES 1) Deferred Outflows of Resources ) TOTAL, DEFERRED OUTFLOWS I. LIABILITIES 1) Accounts Payable ,280, , ,982, ) Due to Grantor Governments ) Due to Other Funds , , ) Current Loans ) Unearned Revenue , , ) TOTAL, LIABILITIES 3,352, , ,067, J. DEFERRED INFLOWS OF RESOURCES 1) Deferred Inflows of Resources ) TOTAL, DEFERRED INFLOWS K. FUND EQUITY Ending Fund Balance, June 30 7 of 147 Packet page 27 of 172 File: fund-a (Rev 03/22/2016) Page 3 Printed: 8/31/2016 4:23 PM

28 General Fund Unrestricted and Restricted Expenditures by Object Form Budget Description Resource Codes Object Codes Unrestricted (A) Restricted (B) Total Fund col. A + B (C) (must agree with line F2) (G9 + H2) - (I6 + J2) 7,964, ,450, ,414, Unrestricted (D) Restricted (E) Total Fund col. D + E (F) % Diff Column C & F 8 of 147 Packet page 28 of 172 File: fund-a (Rev 03/22/2016) Page 4 Printed: 8/31/2016 4:23 PM

29 General Fund Unrestricted and Restricted Expenditures by Object Form Budget Description Resource Codes Object Codes Unrestricted (A) Restricted (B) Total Fund col. A + B (C) Unrestricted (D) Restricted (E) Total Fund col. D + E (F) % Diff Column C & F LCFF SOURCES Principal Apportionment State Aid - Current Year ,886, ,886, ,792, ,792, % Education Protection Account State Aid - Current Year ,281, ,281, ,335, ,335, % State Aid - Prior Years , , % Tax Relief Subventions Homeowners' Exemptions , , , , % Timber Yield Tax % Other Subventions/In-Lieu Taxes % County & District Taxes Secured Roll Taxes ,055, ,055, ,191, ,191, % Unsecured Roll Taxes , , , , % Prior Years' Taxes , , , , % Supplemental Taxes , , , , % Education Revenue Augmentation Fund (ERAF) ,995, ,995, , , % Community Redevelopment Funds (SB 617/699/1992) , , , , % Penalties and Interest from Delinquent Taxes % Miscellaneous Funds (EC 41604) Royalties and Bonuses % Other In-Lieu Taxes % Less: Non-LCFF (50%) Adjustment % Subtotal, LCFF Sources 41,770, ,770, ,503, ,503, % LCFF Transfers Unrestricted LCFF Transfers - Current Year (70,000.00) (70,000.00) (70,000.00) (70,000.00) 0.0% All Other LCFF Transfers - Current Year All Other % Transfers to Charter Schools in Lieu of Property Taxes % Property Taxes Transfers % 9 of 147 Packet page 29 of 172 File: fund-a (Rev 03/22/2016) Page 5 Printed: 8/31/2016 4:23 PM

30 General Fund Unrestricted and Restricted Expenditures by Object Form Budget Description Resource Codes Object Codes Unrestricted (A) Restricted (B) Total Fund col. A + B (C) Unrestricted (D) Restricted (E) Total Fund col. D + E (F) % Diff Column C & F LCFF/Revenue Limit Transfers - Prior Years % TOTAL, LCFF SOURCES 41,700, ,700, ,433, ,433, % FEDERAL REVENUE Maintenance and Operations % Special Education Entitlement , , , , % Special Education Discretionary Grants , , , , % Child Nutrition Programs % Donated Food Commodities % Forest Reserve Funds % Flood Control Funds % Wildlife Reserve Funds % FEMA % Interagency Contracts Between LEAs % Pass-Through Revenues from Federal Sources % NCLB: Title I, Part A, Basic Grants Low- Income and Neglected ,182, ,182, ,184, ,184, % NCLB: Title I, Part D, Local Delinquent Programs % NCLB: Title II, Part A, Teacher Quality , , , , % NCLB: Title III, Immigrant Education Program % 10 of 147 Packet page 30 of 172 File: fund-a (Rev 03/22/2016) Page 6 Printed: 8/31/2016 4:23 PM

31 General Fund Unrestricted and Restricted Expenditures by Object Form Budget Description Resource Codes Object Codes Unrestricted (A) Restricted (B) Total Fund col. A + B (C) Unrestricted (D) Restricted (E) Total Fund col. D + E (F) % Diff Column C & F NCLB: Title III, Limited English Proficient (LEP) Student Program , , , , % NCLB: Title V, Part B, Public Charter Schools Grant Program (PCSGP) % Other No Child Left Behind , , , % Vocational and Applied Technology Education % Safe and Drug Free Schools % All Other Federal Revenue All Other , , , , , % TOTAL, FEDERAL REVENUE 130, ,637, ,767, , ,519, ,647, % OTHER STATE REVENUE Other State Apportionments ROC/P Entitlement Prior Years % Special Education Master Plan Current Year % Prior Years % All Other State Apportionments - Current Year All Other % All Other State Apportionments - Prior Years All Other % Child Nutrition Programs % Mandated Costs Reimbursements ,695, ,695, ,453, ,453, % Lottery - Unrestricted and Instructional Materials , , , , , , % Tax Relief Subventions Restricted Levies - Other Homeowners' Exemptions % Other Subventions/In-Lieu Taxes % Pass-Through Revenues from State Sources % School Based Coordination Program % After School Education and Safety (ASES) , , , , % Charter School Facility Grant % Drug/Alcohol/Tobacco Funds 6650, % 11 of 147 Packet page 31 of 172 File: fund-a (Rev 03/22/2016) Page 7 Printed: 8/31/2016 4:23 PM

32 General Fund Unrestricted and Restricted Expenditures by Object Form Budget Description Resource Codes Object Codes Unrestricted (A) Restricted (B) Total Fund col. A + B (C) Unrestricted (D) Restricted (E) Total Fund col. D + E (F) % Diff Column C & F California Clean Energy Jobs Act % Career Technical Education Incentive Grant Program % American Indian Early Childhood Education % Specialized Secondary % Quality Education Investment Act % Common Core State Standards Implementation % All Other State Revenue All Other , ,008, ,019, , ,060, ,071, % TOTAL, OTHER STATE REVENUE 3,439, ,955, ,394, ,140, ,953, ,094, % 12 of 147 Packet page 32 of 172 File: fund-a (Rev 03/22/2016) Page 8 Printed: 8/31/2016 4:23 PM

33 General Fund Unrestricted and Restricted Expenditures by Object Form Budget Description Resource Codes Object Codes Unrestricted (A) Restricted (B) Total Fund col. A + B (C) Unrestricted (D) Restricted (E) Total Fund col. D + E (F) % Diff Column C & F OTHER LOCAL REVENUE Other Local Revenue County and District Taxes Other Restricted Levies Secured Roll % Unsecured Roll % Prior Years' Taxes % Supplemental Taxes % Non-Ad Valorem Taxes Parcel Taxes % Other % Community Redevelopment Funds Not Subject to LCFF Deduction % Penalties and Interest from Delinquent Non-LCFF Taxes % Sales Sale of Equipment/Supplies , , , , % Sale of Publications % Food Service Sales % All Other Sales % Leases and Rentals % Interest , , , , % Net Increase (Decrease) in the Fair Value of Investments , , , , % Fees and Contracts Adult Education Fees % Non-Resident Students % Transportation Fees From Individuals % Interagency Services % Mitigation/Developer Fees % All Other Fees and Contracts % Other Local Revenue Plus: Misc Funds Non-LCFF 13 of 147 Packet page 33 of 172 File: fund-a (Rev 03/22/2016) Page 9 Printed: 8/31/2016 4:23 PM

34 General Fund Unrestricted and Restricted Expenditures by Object Form Budget Description Resource Codes Object Codes Unrestricted (A) Restricted (B) Total Fund col. A + B (C) Unrestricted (D) Restricted (E) Total Fund col. D + E (F) % Diff Column C & F (50%) Adjustment % Pass-Through Revenues From Local Sources % All Other Local Revenue , , , , , , % Tuition % All Other Transfers In % Transfers of Apportionments Special Education SELPA Transfers From Districts or Charter Schools % From County Offices ,408, ,408, ,216, ,216, % From JPAs % ROC/P Transfers From Districts or Charter Schools % From County Offices % From JPAs % Other Transfers of Apportionments From Districts or Charter Schools All Other % From County Offices All Other % From JPAs All Other % All Other Transfers In from All Others % TOTAL, OTHER LOCAL REVENUE 177, ,905, ,083, , ,458, ,538, % TOTAL, REVENUES 45,446, ,497, ,944, ,782, ,931, ,714, % 14 of 147 Packet page 34 of 172 File: fund-a (Rev 03/22/2016) Page 10 Printed: 8/31/2016 4:23 PM

35 General Fund Unrestricted and Restricted Expenditures by Object Form Budget Description Resource Codes Object Codes Unrestricted (A) Restricted (B) Total Fund col. A + B (C) Unrestricted (D) Restricted (E) Total Fund col. D + E (F) % Diff Column C & F CERTIFICATED SALARIES Certificated Teachers' Salaries ,854, ,529, ,383, ,022, ,756, ,779, % Certificated Pupil Support Salaries , , , , , , % Certificated Supervisors' and Administrators' Salaries ,088, , ,284, ,127, , ,324, % Other Certificated Salaries , , , , , , % TOTAL, CERTIFICATED SALARIES 19,969, ,514, ,483, ,978, ,943, ,922, % CLASSIFIED SALARIES Classified Instructional Salaries , ,454, ,062, , ,743, ,080, % Classified Support Salaries ,795, , ,178, ,897, , ,283, % Classified Supervisors' and Administrators' Salaries , , , , , , % Clerical, Technical and Office Salaries ,669, , ,776, ,712, , ,830, % Other Classified Salaries ,133, , ,272, ,178, , ,344, % TOTAL, CLASSIFIED SALARIES 6,087, ,172, ,260, ,003, ,501, ,504, % EMPLOYEE BENEFITS STRS ,134, ,827, ,962, ,574, ,264, ,839, % PERS , , , , , , % OASDI/Medicare/Alternative , , , , , , % Health and Welfare Benefits ,076, , ,611, ,154, , ,723, % Unemployment Insurance , , , , , , % Workers' Compensation , , , , , , % OPEB, Allocated , , , , % OPEB, Active Employees % Other Employee Benefits , , , , , , % TOTAL, EMPLOYEE BENEFITS 7,210, ,780, ,991, ,847, ,299, ,147, % BOOKS AND SUPPLIES Approved Textbooks and Core Curricula Materials , , % Books and Other Reference Materials , , , , ,275, % Materials and Supplies , , ,040, ,268, , ,771, % 15 of 147 Packet page 35 of 172 File: fund-a (Rev 03/22/2016) Page 11 Printed: 8/31/2016 4:23 PM