>> Oh, so that everybody right here >> about right there. Yeah. >> Okay. Well, our agenda tonight is simple. Uh we're just going to introduce ourselves, talk about site logic, who we are, facility sub process, how it impacts education, and why districts choose to work with us and partner with us. Of course, then we'll have opportunity for questions. Does that sound okay? >> Yep. >> All right. I'll start with I'm I'm Chris Walker. I'm an account executive for Site Logic. 30 years in education, 21 years in educational administration at the district and building level. >> I'm John Willis. I uh spent 13 years as administrator. Recently retired as a chief operating officer for a district north of Indiana. >> Which one of these is yours? Black Bank. Uh mine. Yeah. Yes. Yeah. This one's ours. Yeah. Okay. >> And I have the other. I want to make sure I got my first degree from Purdue and I worked 18 years in the automotive industry.
Um, I think that um a visionary and um what is best for our children here is this unified school district and our staff and our community. Yes, ma'am. >> That's very important to me. >> Yes. Wow. Yeah. Outstanding. And very often in the application process or the position description, we will mention the fact that bilingual is desirable. There may be other factors. You may want to have somebody who has a master's and or a doctorate or whatever the case might be, but we can we'll deal with that a little bit later. You mentioned superintendent in uh board relations. Extremely important. >> Yes, it is. >> Certainly the most important thing that I've ever learned, the closest thing to a marriage that I ever had with my board by all means. >> Definitely. >> And I think we've been both married for about 53 years >> as I twitch her a little bit.
So, we're pretty excited about the fact that we were um so successful at beating significantly that um 1,300 student loss. Uh classroom site fund. Note the year-to- date expended encumbered. This is part of our conversation that we're having in preparing for our budget next year. So, note that the year-to- date expended encumbered is $33.4 million. Our revenue in classroom site fund though in the current year is 30.3 million. So that should tell you immediately that we are starting to draw down that classroom site fund fund balance. But again we're being very conservative um making sure that we have the money available and at this point in time we do not know the classroom site fund revenue for next year. So as soon as we get that from the joint legislative budget committee we will be sharing that information with you. And then finally, unrestricted capital outlay.
>> I feel that wasn't very rewarding. So, I got an education which is awesome. >> I'm Grant Landry. Uh I'm a mechanical engineer. I have 11 years building design uh MEP and two years managing the the data center at IU up in Bloomington. >> And my name is Ryan Graham, director of programming planning of Site Logic. I lead our team of development architects. Um the majority of my professional career has been working on prek through 12 um schools throughout the the country in North America. Um happy to be here with you today. So uh Logic is a national company but we do have a local office. Um in the Midwest though we're exclusively K through 12 construction. That is all that we do is build schools and support schools and partner. We've been throughout the state in the last few years. We have built in every region of the state.
No, >> that's what it feels like here. I've been here a while, you know. when we can tell. We can tell. Absolutely. >> What does that mean though? >> Should we go to Mr. Ramos next? >> Board clerk Ramos. >> Okay. Yes. Thank you. Um I think I agree with everything that um board vice president reduced payment meant and also um me the union rep those characteristics. But I think if I if I were to pick one of the strong ones would be um someone that understands the demographics of of the community, right? because I think that covers a lot of these these things that we've been talking about. Um, and we are very strong in bilingually with Spanish, but most recently also, you know, uh, you got mentioned that you're also going to do the surveys in in in uh, Cantonese, I believe, or uh, Mandarin.
Note that $63.2 million um proposed revision number two. Again, we'll go into the details of that at the uh the meeting later this evening. The year-to- date expended encumbered is 23 almost 23.1 million. Again, we budgeted for spending just over 30 million. So, we're still in the process of waiting for purchase orders to come in from technology services as well as operations to bring that spend up to that $30.1 million or so of expected spend. That's all I have on the operating funds grids, but all in all, everything is as as expected. The good news is that we have greater available balances than less um because of the good news regarding our student population. The other important thing is which I mentioned on the quarterly classroom site fund is based upon prior year average daily membership which is why you did not see an increase.
We just completed a project $25 million applying in Orleans. We just finished Orleans last last month. And um one thing that I would love to do is take all of you over to Orleans with the administrative and show you uh the completed project. The reason being so many of the aspects that you want to hit in this building in this complex are identical to what we did at le And it would be a great opportunity for you to see the finished project. Most the traditional concept with in Indiana with construction, you hire an architect and then separately you'll hire an engineer, construction managers, and educational consultants, all who report to the superintendent who runs the project. Sometimes you might have your facility director run the project, but especially in a system like this, um I ran four projects and three of them was when I was leading a district just like this.
Mandarin. Yes, sir. >> So, um, maybe someone that's had um, experience with that demographic where recently, I would say in the last maybe 15 years, we've had um, other other communities come in, right? and um the for example Chinese so I think that's important um but understanding the the demographic what Isuza is is made up of >> I think kind of covers a lot of these characteristics that that have already been mentioned >> excellent >> board member Greer >> yes there's a a few I mean some some that have already been mentioned but um I would say someone who leans into difficult situations um as opposed who kind of hides or or turns away from them. Um, I think that that has served us well. Um, having a superintendent that that that leans in and I would love to see that continue. I agree with the importance of experience with this particular demographic uh and working in communities similar to ISUSA.
So um maintenance and operations and unrestricted capital uh no actually maintenance operations only is based upon current year average daily membership. So we were able to see an increase in budget capacity because of the current year positive change. Okay. So um federal grants uh the only reason that that we are sharing this with you today is that IDA actually has three buckets that I'll go into when you're looking at the budget document. IDEA is the global all three of them together. So you can see that um IDA part B is includes 220 which is the basic grant and then uh 222 which is the preschool grant and then note underneath that we've included 224 which is the idea highcost um high-cost fund. So in the past prior to three years ago I believe it was three years ago Gilbert public schools was not eligible for that high cost grant.
And you know, one year I remember one time getting $50,000 to run a $20 million project. It was the worst thing that I've ever signed up for. Definitely not worth the money, but that's a traditional approach. Sun Logic's different. We have everything in house. Our umbrella covers the architect, the engineer, the construction managers, site managers, superintendants, educational experts. But we are we also offer a team of community engagement specialists, referendum support specialists. That is all that they do is help schools gain the support they need to do these projects. Additionally, we are your single source for everything and we answer to the superintendent. the superintendent can go out and do their daily job without interruptions and hassles that come along oftent times with a construction project. We focus on local control. You know what is right for your district and we partner with you to create a safe, dry, comfortable environment so that you can get the most out of your students and their academic outcomes.
Um, high value and and uh of communication. Um, the importance of communication and transparency as I hear that it's been mentioned. Uh, classroom experience. >> Yeah. Um, and I would say, uh, innovation, um, proven track record of of trying some stuff, um, even if there's some things that that didn't go as well as as hoped, but but the the desire to to lean into some new and innovative ways of doing things. Uh, and then, uh, lastly, I would say high emotional intelligence. >> Um, and finding a way to to gauge and show value for for that. >> Yes, sir. >> Excellent. You know, if I could just piggy back on that, you said classroom teacher. I'm assuming classroom teacher been a principal and maybe district office experience at an executive level. >> No. >> Can I just add um I know our superintendent here was an aid as well.
We didn't have the high cost. we did not have the demographic, but the last three years we have received some reimbursement for some of those high-cost students. So, we have shown um $100,000 budget there, but we have not yet received all of the funds, but at the next monthly, you'll probably see a draw down in that year-to- date expended encumbered. So, we're trying to match up the budget to what we expect to get awarded as we go through this current fiscal year. um enterprise funds. Just bringing up nutrition services. Note that um Amber has updated the beginning um the estimated revenues based upon the first six months of activity in nutrition services. Those beginning balances are reflective of the annual financial report. So note that at this point in time, we are projecting that our available balance at the end of this fiscal year will be about $4.2 $2 million, which is a draw down of over $3 million.
Uh our planning process simple. We start with you, your district, identifying goals and objectives. We do assessments that address your physical needs and work with you to develop these options for achieving a vision. And then we work with your community to get behind this project. I had a great opportunity with John, my partner, to walk the building. We spent 90 minutes. He was very gracious to to take us through and discuss all of the needs and wants and just the potential of this facility. It's endless. When we're left, we just we're buzzed with excitement to share with our architects and engineers because there's so much potential here for facility improvements. I'm going to let my engineer take over from here, Grant, and continue to walk you through the process. Um, so I'm going to cover our facility assessment process, focusing mostly on the infrastructure just because I'm an engineer, I'm technical thinking, so that's kind of what resonates most with me.
So he's part he's been part of CS CSCA. That is what makes our superintendent right now so knowledgeable and understanding to each of our groups that we have here. So for me Oh, I'm sorry. Was it my turn? I just jumped in. >> Is he done? I just piggy back off what he said. >> Um I think that that is important for me because um if you have not been in the shoes, how can you lead that group? >> It it's very important for the experience. Um uh for me the the number one thing before the individual can do anything it is important for the individual that we are going to hire to have strong human relation skills people person if you can't talk and speak eloquently without getting upset when a problem arises because let's let's face it we we have issues fires to put out at times >> approaching it like my colleagues have said, you know, in an emotional intelligence manner where they're not going to flip out, >> correct?
If you remember, just a few months ago, we did make a recommendation to all of you to increase our meal prices at lunch by 10 cents, trying to um anticipate that, but also waiting for the the final USDA reimbursement amount, which we probably will not get until July. Just wanted to anticipate that uh with you all as well. And then uh finally other district funds. As you know we are engaged um in conversations with EVIT uh regarding our intergovernmental agreement. So to date we do not have a standing intergovernmental agreement. We had the last uh the last agreement by the CATED governing board was to extend the IGA through August 31st. So to date, we've only received two months of funding from EVIT. Even though we've still had all the programs, we're still collecting the average daily membership, we're still submitting our data. Um, but we wanted to make sure that we're reflecting the budget appropriately based upon uh that activity.
Um, and the way we like to say we do it is black top to rooftop and everything in between. So we break everything out into 16 categories that you see here. And the things that are highlighted in orange are things that either Dr. Galvin or Steve mentioned to us and things that we saw when we walked the building. Uh, separately. I walked with John and Steve for about an hour and a half. Uh just this building. We did not go through the intermediate school. Uh so how we do it is we call everything an asset. That could be the roof, the windows, it could be a door, it could be chairs, however granular you want to be as a district, however zoomed out you want to be. And we grade the assets from alarm to excellent with alarm being, you know, urgent, attention required, excellent, brand new.
>> Um because we can't have that anymore here. We've come a long way. >> Um and I I think that's the most important thing as a people person. Um the second um bringing the entire community together towards a strong vision of student achievement. I'm just kind of going off what you guys again before we can even start doing anything else. One of the things that I really appreciate about the board um this board and the previous board along working with um Arthuro is that he literally came during co >> we we and brought we the community we had to to establish that. So, it is important for for me for the the new superintendent to want to be in our community. >> Correct. Absolutely. >> Not just at the schools. Yeah. >> But at the events, city council. >> Um it's it's important um for me for the superintendent to be accessible to return, you know, along that line to return emails, phone calls.
And at this point in time, we're not sure whether this will be resolved before the end of the fiscal year. So, we wanted to be conservative, making sure that our budget or available resources are closer to being actual than assuming that we'll we'll catch up and receive the same amount of revenues or more than we received in the prior year. And then with that, that's all I have.
And part of that is our physical inspection with the facility analyst. You know, for an air handler, for example, we'll open it up. We'll look at the fan belt. We'll look at the coils, see how it's operating, and then we'll talk with the maintenance team, see, hey, what are your pain points every day? Are you spending a lot of maintenance and time on this same piece of equipment? And how can we make your life easier and your job more efficient? And part of what we use in our grading process is the what we call the uh average expected life of a piece of equipment. So this chart is from Ashray, which is the governing body for heating and air air conditioning engineers. And what this tells you is just looking at boilers. For example, if you have an electric boiler, you can expect it to last 15 years.
Um, in other districts, I've heard superintendents don't do that and not here in Asuza. We want someone who will be in touch with our community. um the visionary thinking. >> It is important for me as a board member to be able to uh hire somebody who has clear long-term vision that inspires our stakeholders to set the tone for academic success. So that that is a must as well and I think my colleagues have have shared um the majority of them and um I I would have to agree and emphasize on transparency. >> Correct. >> We cannot engage our our community, our teachers, our CSEA, our students if we don't have transparency, >> which leads to a healthy organization. And that visibility that you talked about is particularly important nowadays. Absolutely. And longevity as well. >> Thank you. >> I think most of my colleagues have shared a lot of good qualities.