611123,4:17 PM
Folsom Cordova Unified School District
Printed z61112o234:17 PM PT
Print ltem
Special Joint Meeting Between FCU54 City of
Rancho Cordova, and City of Folsom
0610g1202306:00 PM
Open Session: 6:00 p.m.
Education Services Center, Boardroom / 1965
Birkmont Dr., Rancho Cordova, CA95742
wrrvw.fcusd.org
ORDO
FCUSD BOARDOF
EDUCATION MEMBERS
David Reid, President
Tim Hooey, Vice President
Jennifer Laret, Clerk
Chris Clark, Board Member
Kara Lofthouse, Board Member
Rocio Perez, Student Board
Member
Ria Srivastava, Student Board
Member
R NCt{
CITYOF RANCHOCORDOVA
COUNCIL MEMBERS
Linda Budge, Mayor
David M. Sander, PH.D., Vice
Mayor
Siri Pulipati, Council Member
Garrett Gatewood, Counci I
Member
Donald Terry, Council Member
rF()s-s(}&4i
CITYOF FOLSOM
COUNCIL MEMBERS
Rosario Rod riguez, Mayor
YK Chalamcherla, Vice Mayor
Sarah Aquino, Council Member
Mike Kozlowski, Council Member
Anna Rohrbough, Council
Member
A
imi
Scan the above QR code with your phone to view this meeting agenda on your phone.
Protocolfor Agenda ltems: (published agenda times are approximate and subject to change)
1. Staff Presentation
2.Board Questions of Staff
3. Comments from Public
4. Board FinalComments and Direction
For information, contact Rochelle Dagnall, Administrative Assistant @ 916-294-9007 A broadcasting is being made at the direction of the Board and that the broadcast may capture images and sounds of those attending the meeting.
Zoom Video conference: The public may participate in the meeting and provide public comment via Zoom video conferencing. The link to the meeting will be provided no later than 75 minutes prior to the start of SCA'{ ME
ffi#
FCUSD VlSlON: Empowering all students to thrive through educational excellence.
FCUSD MISSION: FCUSD is committed to providing excellence in educational programs that carry high expectations for each student's success. ln collaboration with our community, the mission of FCUSD is to ensure all students demonstrate high levels of learning through our commitment to continuous cycles of tm transformative social emotional learni and en cultural res instruction. https://simbli.eboardsolutions.com/Meetings/Printltem.aspx?S=36030240&MlD=20624&Con=true&t=a 1t2 611123,4117 PM Print ltem
the meeting on the Districts website at: hllps;/vvvvw.fcusd.otgb.omain/5608 l. 6:00 PM OPEN SESSION
a. Callto Order
b. Pledge of Allegiance
c. Broadcast Statement
d. RollCall
II. ADOPTIONOFAGENDA
III. INTRODUCTION OF GUESTS
rv. DtscussloN
a. Process of District Re-Organization and Feasibility Study Report V. ADJOURNMENT
Disability lnformation
lf you need a disability-related modification or accommodation, including auxiliary aids or services, to participate in the public meeting, contact the Superintendent's Office at(9I5lr294'9025 at least 48 hours before the scheduled Board meeting so that we may make every reasonable effort to accommodate you. [Government Code 5 54953.2;Americans with Disabilities Act of 1990,5 2O2(42 U.S.c. 512132).1 -- Writings that are public records, part of this regular meeting's Open Session, and distributed to all or a majority of the Governing Board less than T2hours prior to this meetingwill be made available to the public during regular business hours at the Superintendent's office,1965 Birkmont Drive, Rancho Cordova, CA, and may be posted on the District's website atwww.fcusd'org. https://simbli.eboardsolutions.com/Meetings/Printltem.aspx?S=36030240&MlD=20624&Con=true&t=a 2t2 History of District Bonding and Reorganization in FCUSD LgTg - proposition 13 eliminates the ability of local school districts to levy additional special property taxes to pay offtheirfacility indebtedness and capped the ad valorem tax rate on real property at one percent of its value. Proposition 13 also prohibited the electorate of a school district from authorizing a tax over-ride to pay debt service on bonds for the purpose of constructing needed school facilities. 1980 - proposition 46 passes amending Proposition 13 by restoring to local governments, including school districts, the ability to issue general obligation bonds and to levy a property tax increase to pay the debt service subject to a two-thirds vote of the local electorate. tggz-Lgg? - A Districtwide facilities bond, Measure c for 590 million, was placed on the ballot in April 1992 and did not pass. ln response to the failure of Measure C, the City of Folsom placed a school facilities bond on the ballot in November 1992, Measure J for s+z.e million, which passed.
An outside community organization, Citizens for a Folsom Unified School District, was created to look at reorganization of FCUSD into two separate districts representing Folsom and Rancho Cordova. 1994 -Citizens for a Folsom Unified School District, proposing a reorganization of Folsom Cordova Unified School District (FCUSD), submitted a petition to the Sacramento County Committee on School District Reorganization (SCC) in August 1994 which found that three of the nine requirements were not met,
1995 - The petition was submitted to the State Board of Education (SBE) for final determination.
California Department of Education (CDE) staff recommended that the SBE deny the proposal. CDE staff concluded, similar to the SCC's recommendation, that the proposed reorganization would significantly disrupt the educational programs and that the fiscal management would be negatively affected in the proposed district and the remaining FCUSD. Against staff recommendation, the SBE approved the proposal, and the area of election was defined as the area of all the FCUSD boundaries. 1996 - On March 26, !996, Measure O, which stated "Shall a unified school district be formed along the boundaries of the City of Folsom including those portions of the Folsom Cordova Unified School District and the San Juan Unified School District of Sacramento County?", was put before the electorate within the boundaries of FCUSD.
The measure was defeated by a vote ol12,8'J,4 to 7,990. Approximately 62 percent of the City of Folsom voters were in favor of the measure, while approximately 90 percent of the Rancho Cordova area voters were against it. The petitioners filed a challenge to the SBE's determination regarding the election area.
The petitioners contend that the election was invalid because the SBE unconstitutionally expanded the area of election to include all of the FCUSD boundary. The challenge and a subsequent appeal were denied in court.
The FCUSD Board took action to create a Citizens Committee on District Reorganization that would be independent of the District to discuss the feasibility and merits of reorganization of the District. This committee was represented by citizens of both Rancho Cordova and Folsom, 1"
As of 04.12.2023- SM
tggT-tggg- The FCUSD School Board continued the conversation on District reorganization including review of the state criteria that was not met and analysis of the study being worked on by the Citizens Committee.
ln June 1997, Sacramento County Board of Supervisors approves statute to make Ed Code Section 15303 applicable to school districts within Sacramento County. This permits school districts to create School Facilities lmprovement Districts (SFID) to allow the ability to issue general obligation bonds and to levy a property tax increase to pay the debt service subject to a specific area within a school district's boundary.
During this time FCUSD created two separate SFIDs for each community, Rancho Cordova (SFID #1) and Folsom {SFtD #2), based upon the high school boundaries between Cordova High School and Folsom High School.
tn Novembe r 1997, Measure V passes (2/3 required yes) for SFID #1 (Rancho Cordova) for 510.4 million. tn June 1999, Measure C fails (2/3 required yes) for SFID #2 (Folsom) for 518.1 million' ZO0O - A feasibility study was requested by the FCUSD Board and completed by Schools Services of California and found that the District could not meet the fiscal viability requirement due to current budget issues and potential cost increases related to reorganization. tn May 2000, Measure M fails (2/3 required yes)for SFID #2 (Folsom)for 538.4 million. ln November 2000, Proposition 39 Act passed which allowed a school district to issue local general obligation bonds subject to the approval of 55 percent of voters (rather than two-thirds voters), conditional on several accountability requirements. Specifically, the Act required school districts to set up a citizen's oversight committee to ensure bond proceeds were allocated properly. lt also required school districts provide a list of specific projects to be funded with any bond revenue and to conduct annual performance and financial audits.
2OOt - Due to the improving state budget outlook for education funding, a new feasibility study was requested by the FCUSD Board and completed by Educational Research Consultants, and it found that the District could meet the fiscal viability requirement.
ZOO2-The FCUSD Board voted 4-1 in favor of a petition to reorganize FCUSD into two districts' This petition was submitted to the Sacramento County Committee on School District Reorganization.
Sacramento County Committee on School District Reorganization reviewed the petition and found that four (Section s 4,5,6, and 9) of the nine conditions for reorganization were not substantially met' The SCC unanimously (7-0) recommended disapproval of the reorganization proposal. The proposal, along with the SCC's recommendation, was subsequently transmitted to the SBE' tn March 2002, Measure C passes (55% required yes) for SFID #2 (Folsom) for 553.0 million' tn March 2002, Measure B passes (55% required yes) for SFID #1 (Rancho Cordova) for $48.0 million. 2OO3 - No actions were taken by the SBE during this time. 2 As of 04.12.2023- SM
2OO4- On August 19,z}O4,the FCUSD Board voted in favor 3-2 to rescind the petition to reorganize FCUSD into two districts and to notify the State Board of Education.
CDE staff reviewed the reorganization petition and found that three of the nine conditions of Section 35753 not substantially met and recommended that the SBE disapprove the proposal to dissolve the FCUSD and create a Folsom USD and a Rancho Cordova USD' On Novembe r 9,2004, the State Board of Education approved resolution disapproving the petition to dissolve the Folsom Cordova Unified School District (USD) and create a Folsom USD and a Rancho Cordova USD, as recommended by staff. The motion was approved by unanimous vote of the members present.
After 2004 no further formal actions were taken regarding reorganization of FCUSD. 2OOS - FCUSD creates a new SFID #3 for the undeveloped area south of Highway 50, east of Sunrise Blvd, north of Douglas Road to the El Dorado County Line' 2006 - FCUSD creates a new SFID #4 for the existing Rancho Cordova area west of Sunrise Blvd. tn Novembe r 2006, Measure M fails (2/3 required yes) for SFID #3 (South of Highway 50) for SZSO.O million.
tn Novembe r 2006, Measure N passes (55% required yes) for SFID #4 (Rancho Cordova) for 5125.0 million.
2OO7 - tn March 2007, Measure M passes (2/3 required yes) for SFID #3 (South of Highway 50) for $750.0 million.
2Ot2 - tn November 20L2, Measure P passes (55% required yes) for SFID #4 (Rancho Cordova) for 568.0 million.
21tg -The localcontrolfunding formula (LCFF)was enacted in2OI3-I4, and it replaced the previous kindergarten through grade 12 (K-12) finance system which had been in existence for roughly 40 years' The LCFF establishes uniform grade span grants in place of the myriad of previously existing K-12 funding streams, including revenue limits, general purpose block grants, and most state categorical programs.
The LCFF creates two new funding allocations for school districts based upon the Unduplicated Pupil Count percentage (UPP) which are pupils classified as English learners (EL), meet income requirements to receive a free or reduced-price meal (FRPM), foster youth, or any combination of these factors (unduplicated count).
o Supplemental Grant - Equal to 20 percent of the adjusted base grant multiplied by ADA and the unduplicated percentage of targeted disadvantaged pupils. r Concentration Grant - Equal to 65 percent of the adjusted base grant multiplied by ADA and the percentage of targeted pupils exceeding 55 percent of a school district's enrollment.
ZOt4 - FCUSD creates a new SFID #5 for the existing Folsom area North of Highway 50. tn Novembe r 20!4, Measure G passes (55% required yes) for SFID #5 (Folsom) for 5195'0 million. 3 As of 04.12.2023- SM
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of I rnia
INC.
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An Employee-Owned Company
a
Folsom Cordova Unified School Distric
School District Reorganizatio
March 23,202
Presented By
Brianna Garci
Vice Presiden
I
o
r,^ co
) 2023 School Services of California lnc.
f School District Reorganization
. Gommencing with Education Gode Section (EG S) 35500, the code:
Defines the various types
of district reorganizations
Prescnibes the timelines for publie
hearings, governing board actions,
and voting
Specifies the employment
rights of district
employees
Lists the criteria upon
which the State Board of
Education must evaluate
reorgan ization proposals
Specifies the duties and
responsibilities of the
county committee on district
reorganization and other
relevant public agencies and
organizations
lIl
@ 2023 School Services of California lnc.
f Basic Types of Reorganization
. Four most common types of reorganizations:
Territorv transfers
Transfer of a portion(s) or all
of one district to another
Formation of new school districts
unification
Typically, unification of
elementary and high school
districts into a unified school
district or splittinq an existinq
unified school district into two or
more unified school districts
Unifications with components
Unification of a high school
district excluding one or
more feeder elementary
districts completely within
the high school district
Lapsation
The dissolution of a
school district to one or
more adjacent districts
A 2023 School Services of California lnc.
f Petitions
' Under the law,1 a reorganization petition should include:
,J
:a 1', 1." I
List of the school
districts affected
Reasons for a
proposed
reorganization
Designation of no
more than three
chief petitioners
and an affidavit
that all signatures
on the petition
are genuine
rPer EG S 35700.3, 35701, and 35702, and The California Department of Education (GDE) School District Organization Handbook- chapter 5, pages 30-31 pase4or13
I-
l-
l-
l-
@ 2023 School Services of California lnc,
r Petitions
Owners of Uninhabited Territory, 25% Petition,
or District Governing Boards
' Petition signed by:
* Owne(s) of uninhabited territory;
. At least 25% of the registered voters in the
inhabited territory proposed to be
reorganized;
. A majority of the members of the governing
boards of all affected districts; or
. At least 8% of registered voters who cast
votes in the last gubernatorial election to
reorganize a district with over 200,000 ADA1
into two or more districts
rAverage daily attendance
10% Petition or Local Agency
o Petition signed by:
. At least 10% of the registered voters of the
entire school district;
. At least 5% of the registered voters to
reorganize a district with over 200,000 ADA
into two or more districts; or
ffi Resolution approved by a majority of the
members of a city council, county board of
supervisors, governing board of a special
district, or local agency formation
I
commrssron
A2023 School Services of California lnc.
sT@
ELECTION
CALLED
Notice Sent to
County Superintendent.
EC 535755
Public Hearings Held.
EC S3s754
Hearing Date Set
and Notification
of Hearing Given.
EC 535752
Petition
Approved?
EC 535753 &
s35754
(2)
Review Criteria of
EC 535753.
Public Hearings
Held. EC 535705
Notice of Public Hearing
EC 55362, $5363,&
s35720.5
Notice to LAFCO
EC S3s700.5
Petition, Recommendation,
and Report Transmitted to
State Board. EC $35707
County Commitee
Recommends Approval
or Disapproval.
EC 535706STOP
County Superintendent
Sends Petition to County
Committee and State
Board. EC $35704
Superintendent
Finds Petition to be
Sufficient and Signed
County
as Required?
EC 535704
Petition from
Ourners or Petition
by Majority of
Board Members of
Affected Districts.
EC 535700
UNINHABITED
TERRITORY
START
No
Yes
INHABITED
TERRITORY
Petition by 250,6 of
Electors in
Teritory (1) or
Petition by Majority
of Board Members
in Afiected
Districts.
EC 535700
No
(1) ln dsldcts with over 200,000 ADA, a pelilbn io reorganize a dis{ricl inlo two or more didricts may be signed by 8% of thc regislered volers. Ec S35700(b).
{2) The SBE, as bad agenryfor CEOA, musl comply wilh pro\risions of CEQA beforo appro\ring a unificalion if it delermines lhal the unifcalion is a projert under CEQA.
\tb-
Bo<\
s
E
a
Source: The CDE School District Organization Handbook-chqg$96$, page 16
ELECTION
CALLED
STOP
Notice Sent to
County Superintendent.
EC 535755
Petition
Apprwed?
EC 535753 &
s36754
(3)
Public Hearings Held.
EC 535754
Hearing Date Set
and Ndification
of Hearing Given.
EC 535752
Itco
F
Eo
o
HNotice of
EC 55362, 55363,
earing.
s357(E,
EC .5
s35705.5, &S35720.5
Notice to LAFCO
Review Criteria of
EC 535753.
Public Hearings
Held. EC 535721 &
s35720.5
Petition, Final
Recommendation, and
Report Transmited to State
Board.
EC
County
Committee
Adopts Final
Recommendation?
EC 535722
STOP
Adopt a Tentative
Recommendation.
Ec s35720.5 & S35721(d)
Public Hearing Held-
EC 535721
Petition
Granted?
EC 535721(O
lnitiated by Voter
Petition (1) or
Local Agenry
Resolution (2).
EC 535721
Yes
No
I
r- Yes Yes
€o
( 1 ) A petiiion to reorganize a district shall be signed by at least 1 0 percent ofths registered voters ofthe entire district. EC 535721(a) ln districts with over 200,000 ADA, a petition to reorganize a district into two or more distrids may be signed by 5% ofthe registered voters. EC 535721(b).
{2} The city council, county board of supervisors, goveming body of a special district,orLAFCOmayinihateaproposal toreorganizeadistrict. EC535721(c) 3) The SBE, as lead agency lor CEQA, m ust comply with provisions of CEQA before approving a unincafion if it determines that the unification is a project under CEOA.
Source: The CDE School District Organization Handbook-chqg$96,$ page 19 7 (l)
c,
E
Eo
E
-J
o
(1)
(tr
oL
CL
o-
STOP
ELECTIOSI
CALLED
Notice Sent to
County Superintendent.
EC S3s755
Hearing Date Set
and Notification
of Hearing Given.
EC Ss5752
Public Hearings Held.
EC 535754
Petition
Approved?
EC 535753 &
s357s
(3)
Appeal of Action to
Approve?
s35710.5, 53571 1
Appeal Filed.
EC 535710.5,
EC Ss5711
Administrative Record
Transmitted to
State Board. EC 535707,
EC 53571 0.5, EC 53571 r
Yes
Petition Approved?
EC 535710(b)
a,120 days
(1)
START
Public Hearings Held.
EC $35705, 535705.5
Review Criteria of
EC $35753.
Notice of Public Hearing.
EC 55362, 55363
Notice to LAFCO
EC $35700.5, 535721.5
Petition from EC 535704
or Tentative
Recommendation
from EC 535721(d)
rb
Eo(o
c
=
No
No
No
Yes
(1) lf compliancs wilh CEQA is required, the 120 day period commencgs aner CEQA clmpliance (EC S35705FD.
(2) lhe county commillee musl complywith CEQA requirernents prior lo appro\ral ofpeiillon.
(3) The Slale Board of Educalion musl complywilh CEQA requiEmerils prio. lo appro/al ofpetilion when pellion $as disapproved bylhe Counly Commillee.
Source: The CDE School District Organization Handbook-ch4PJs6f page 26 f Nine Statutory Criteria
' All the following conditions must be substantially met:
'. Adequate Number of Pupils
Gommunity ldentity
Equitable Division of Property
and Facilities
D iscri m i nati on/Seg reg ation
No Substantial lncrease in State Costs
Sound Educational Program
No Substantial lncrease in
School Facilities Costs
lncreased Property Values
Effect on Fiscal Status
and Management
A
H
ffi
Reference: EG $ 35753(a)
@2023 SchoolServices of California lnc.
f Nine Statutory Criteria
The reorganized districts
will be adequate in terms
of number of pupils
enrolled
The school districts are
each organized on the
basis of substantial
community identity
The proposal will result in
an equitable division of
property and facilities of
the original district or
districts
II
Criterion 2
uCom
O 2023 School Services of California lnc.
f Nine Statutory Criteria
The reorganization will
preserve each affected
school district's ability to
educate students in an
integrated environment
and will not promote
racial or ethnic
discrimination or
segregation
Any increase in costs to
the state as a result of the
proposed reorgan ization
will be insignificant and
otherwise incidental to
the reorganization
The proposed
reorganization will
continue to promote
sound education
performance and will not
significantly disrupt the
educational programs in
the affected school
districts
Page11of13
Discrimination/
Segregation
Criterion 4
No $ubstantial
lncrease in $tate
Costs
Criterion 5
Sound Educational
Program
Criterion 6
A 2023 School Services of California lnc.
f Nine Statutory Criteria
Any increase in school
facilities costs as a result
of the proposed
reorganization will be
insignificant and
otherwise incidental to
the reorganization
The proposed
reorganization is primarily
designed for purposes
other than to significantly
increase property values
The proposed
reorganization will
continue to promote
sound fiscal management
and not cause a
substantial negative effect
on the fiscal status of the
affected district
Page'l2of 13
Criterion 7
No Substantial
lncrease to School
Facilities Costs
I
Criterion 8
lncreased
Property Val es
Criterion 9
Effect on Fiscal
Status and
ementMana
O 2023 School Services of California lnc
S.hoolAervices\etalifornia
Thank you!
Brianna Garcia
brian [email protected]
INc. 'v
An Employee-Owned Company
An Ernplq,ee-Ownetl Company
1 l2l L Street
a February 27,2023
Sarah Koligian, EdD
Superintendent
Folsom Cordova USD
1965 Birkmont Drive
Rancho Cordova, CA 957 42
Dear Dr. Koligian:
School Services of California Inc. (SSC) is pleased to provide the Folsom Cordova Unified School District (District) with a proposal for a Reorganization Feasibility Study involving the potential reorganization of the District into two separate unified school districts. The primary purpose of the study is to evaluate the proposed reorganization against the nine statutory criteria governing school district reorganizations.
Study Obiective and ScoPe
Nine Statutory Criteria Governing Reorganizations
The study will assess the proposed reorganization against the nine criteria governing district reorganizations specified in Education Code Section 35753(a), to be performed in accordance with the California Department of Education School District Organization Handbook, Chapter 6: Legal Criteria Governing Reorganization Proposals.
Financial Analysis
SSC will conduct analyses of the revenue impact of the reorganization under the Local Control Funding Formula (LCFF) model. The analyses will examine the average daily attendance, the resulting percentage of unduplicated students that would be eligible for supplemental/concentration grant funding under the LCFF, and the total funding available to the two proposed districts.
Suite 1060
Sacramento
a
a
a
California 95814
a
TEL:916 .446.7517
a
FAX: 916 .446 .2011
a
www.sscal.com
Dr. Sarah Koligian
Folsom Cordova U5D-Reorganization Feasibility Study
February 27,2023
Page2
Study Methodology
SSC will rely on data provided by the District for its analyses. The procedures may include telephone or video interviews with District staff, including staff responsible for overall leadership and management, business services, facilities, educational services, etc.
This study will also rely on a review of key documents from the District, including district budgets, enrollment projections, property tax data, outstanding bonds, board policies, and other related documents.
At the conclusion of the study, the consultants will provide a written report, which presents findings and recommendations, if any, along with the analyses of each of the nine criteria' SSC will provide a copy of the report in draft to the District for review prior to frnalizing the report.
Consultant's Report
The report will provide a comprehensive study of the proposed reorganization. The report will evaluate the fiscal and organizational issues that will likely impact the resulting two districts should reorganization occur. The report will highlight both the advantages and disadvantages of the proposed reorganization. Following the delivery of the final report, members of SSC's team will also be available to present our findings and recommendations at a District Goveming Board meeting.
Study Timeline
SSC will commence work on the proposed services at a mutually arranged date. The final report is expected to be completed within eight to ten weeks following receipt of the required documents necessary to complete the Project.
SSC's Consultants
Staff for this project will include at least two consultants from SSC. All persons who will be assigned are full-time career employees of SSC and as such are available for daily professional communication and attention, as required of a project of this scope.
Bfianna GafCia, Vice President, has worked with school districts to strengthen their organizations by conducting organizational reviews, comparative analyses of school district resources and staffing, facilities reviews, and charter petition reviews. She has provided guidance to and completed studies for school districts looking to reorganize and those seeking to consolidate &noot
dtrS',tr" Page 2 of 6
Dr. Sarah Koligian
Folsom Cordova USD- Reorganization Feasibility Study
February 27,2023
or surplus school sites through the 7-11 process. Brianna has extensive experience related to planning and development of public school facilities, including charter schools and Proposition 39 (2000). She has more than 15 years of professional experience in public K-12 education, has worked as a Facilities Development Manager for the Los Angeles Unified School District, and has completed the University of Southem Califomia Rossier School of Education School Business Management Program earning designation as a certified Chief Business Official. Brianna graduated from the University of Southern California with a Bachelor of Architecture, a Master of Planning, and a Master of Real Estate Development.
Lingtte HOdSOn, Director, Management Consulting Services, has 32 years of experience in public education, including 1 8 years at an executive cabinet level. In each and every role, her focus has always been to improve educational outcomes for students. She has spent the past decade in a Chief Business Offrcial (CBO) role; and as CBO, she had direct oversight of the human resources department, including serving as the lead negotiator for more than 15 years. Linette also spent more than 10 years as an Assistant Superintendent of Student Services/Special Education' Her career path includes being an elementary school teacher, curriculum resorrrce teacher, and site administrator. Linette has extensive training and experience in collaboration and leadership building strategies, including: alternative dispute resolution, administrator coaching, facilitation, interest-based bargaining, and implementation strategies. Linette received a Bachelor of Arts degree in Elementary Education from Cenhal College in Pella, Iowa, and a master's degree in Education Administration from California State University, B akersfi eld' Wendi MCCaSkill, Director, Management Consulting Services, has two decades of broad experience in K-I2 education finance and fiscal policy. Wendi is an expert in the attendance accounting and instructional time requirements of local educati.,onal agencies (LEAs), which play a critical role in independent study as well as the Local Control Funding Formula, other apportionments for LEAs, and the impacts of emergencies such as fires, floods, and the pandemic on LEA budgets. Immediately prior to joining School Services of California Inc. (SSC), she served as the Associate Director of the School Fiscal Services Division at the California Department of Education (CDE) where she oversaw the apportionmont of over $50 billion to LEAs through the Principal Apportionment and the CDE's guidance on attendance accounting and instructional time.
Wendi holds a Bachelor of Arts and a Master of Arts in Political Science, both from San Francisco State University.
Matt PhillipS, CPA, Director, Management Consulting Services, provides support to school districts for fiscal-related matters such as budget reviews, salary schedule analyses, organizational reviews, and negotiations, including factfinding services. He also participates in presenting workshops across the state on avariety oftopics including collective bargaining, districtbudgeting, federal compliance, and auditing. His accounting and auditing background, experience working in a school district, attainment of Certified Public Accountant license, and completion of the Fiscal &noot
d;T$!fi'" Page 3 of 6
Dr. Sarah Koligian
Folsom Cordova USD-Reorganization Feasibility Study
February 27,2023
Crisis & Management Assistance Team Chief Business Official (CBO) Mentor Program resulting in the California Association of School Business Officials (CASBO) CBO certificate all provide the foundation for his expertise. Matt graduated from the California State University, Chico, with a Bachelor of Business Administration with emphasis in Accounting.
Cost of the Proposal
SSC proposes to perform the study, the terms of which are described above, for $72,500, plus expenses. 'oExpenses" are defined as actual, out-of-pocket expenses, such as travel, meals, shipping, and duplication of materials. The cost of the study includes one presentation to the Committee.
If additional meetings or presentations are required that are not described in this proposal (for example, an additional presentation), a charge of $310 per hour, per consultant will be billed in addition to actual and reasonable expenses. SSC will submit monthly billings for services associated with the project.
After reviewing the proposal, if you decide the proposed scope should be expanded or contracted, we would be happy to make modifications and provide a revised estimated fee. If the proposal meets with your approval, please let us know and we will send you the Agreement for Special Services via DocuSign for signature. Our proposal is valid for 60 days from the date of this letter.
We appreciate the confidence you have in our firm and would be pleased to discuss the proposal at more length. Please call if you have any questions.
Sincerely,
{il44X*EW-
Kathleen Spencer
Vice President
Scn""r,Jervices(9,alifornia
Client Name: Folsom Cordova Unified School District
Client# 8100/S65W P.O.#
AGREEMENT FOR SPECIAL SERVICES
Reorganization Feasibility Study
This is an Agreement between the CLIENT, as defined above, and SCHOOL SERVICES OF CALIFORN]A INC., hereinafter referred to as "Consultant," entered into as of February 27, 2023.
RECITALS
WHEREAS, the Client needs assistance regarding a Reorganization Feasibility Study involving the potentiakeorganizatron of the District into two separate unified school districts; and WHEREAS, the Consultant is professionally and specially trained and competent to provide these services; and
WHEREAS, the authority for entering into this Agreement is contained in Section 53060 of the Government Code and such other provisions of Califomia law as may be applicable; NOW' THEREFORE, the parties to this Agreement do hereby mutually agree as follows:
1. The Consultant agrees to assist the Client by providing a Reorganization Feasibility Study for the proposed reorganization.
2. The Client agrees to pay the Consultant a fee of $72,500, plus expenses, upon receipt of billing from Consultant.
a. The cost of the study includes one presentation at a District Goveming Board meeting.
b. "Expenses" are defined as actual, out-of-pocket expenses, such as travel, meals, shipping, and duplication of materials.
c. If additional meetings or presentations are required that are not described in the proposal (for example, an additional presentation), a charge of $310 per hour, per consultant, will be billed in addition to actual and reasonable expenses.
3. This Agreement shall be for the period commencing February 27,2023, and terminating December 31,2023.It may be terminated at any time prior to December 3L,2023, by either party on 30 days' written notice. In case of cancellation, the Client shall be liable for any costs accrued to date of cancellation.
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Agreement for Special Services-Re otganization Feasibility Study Folsom CordovaUSD
Page2
February 27,2023
4. It is expressly understood and agreed to by both parties that the Consultant, while carrying out and complying with any of the terms and conditions of this Agreement, is an independent contractor and is not an employee of the Client.
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed as indicated below:
By:
To be signed via DocuSign
Sarah Koligian, EdD
Superintendent
Folsom CordovaUSD
By
To be signed via DocuSign
Kathleen Spencer
Vice President
School Services of California Inc.
Date
Date:
S.noot
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