Board Meeting 2-27-23

001would you please lead us in the pledge of the United States of America to the Republic for which it stands foreign [Music] Mr Burns president Mr Becker here Mrs Kaiser here Mr Keller here Ms deal here Mrs Carr's excused Mr sikich is excused Mrs Lee your presently here proper knows what this meeting has been posted in the course of building laws Wisconsin we have any modifications in the agenda this evening no changes this evening it'll move right into the superintendent report oh thank you good evening everyone we'll start with 6.1 the legislative update so Governor Evers announced the K-12 education initiatives which will be included in his 2325 budget proposal according to the release in total the governor is 23 to 25 biennial budget will provide an increase of more than 2.6 billion dollars for

002public schools including the second largest proposed direct investment in state general AIDS since the 95-97 biennium largest per-pupil adjustments since Revenue limits were imposed in a historic investment in special education I emphasized the word proposal because it has to go through the entire political process in Madison but it is encouraging that our governor is also really advocating for public schools our legislative Council releases a report of study committee on shared School services so the joint legislative Council released the final report of a special legislative study committee that spent much of the summer and fall reviewing current barriers to the sharing of administrative or other services between school districts exploring the statutory creation of incentives to encourage efficiencies including School District consolidation and considering methods for sharing Services the report of the study committee comprised of

003both lawmakers and school officials includes a number of recommendations for legislation including recommendations aimed at making the school district consolidation process more feasible for districts that may wish to pursue consolidation due to declining enrollment or financial consideration um and there are no updates at the time at the federal level um 6.2 is the Board of Education recognitions and so first we would um like to really say awesome work to the schools that gave School showcases to our board last week the schools were Central Franklin Hoover Madison and Mitchell and Walker um everybody from the schools really did an exceptional job sharing their learning um today kicks off Public Schools week week long celebration of families Educators School leaders and public education Advocates across the country joining together in support of public schools this week is

004designated to highlight local public schools to bring together families Educators and community members who shine a light on local public schools and share the stories of the positive positive things happening in classrooms and school buildings Nationwide teaching and learning in our own West Allis West Milwaukee schools positively impacts students and families the neighborhoods and communities they live in and our nation as a whole and then from Dr Stewart Julie Smith um she would like to recognize Julie Smith Innovation coach at Lane Intermediate School you did an amazing job coordinating Dylan's coffee shop visit to the West Allis Senior Center earlier this month thank you Julie for helping um helping me make that happen I know that the community appreciated hearing from Dylan and ishnell and their entrepreneurship endeavor and that's 6.3 some brief updates um

005based on our last meeting which was February 13 2023 the last regular meeting um response to public comments there were comments um included uh that really are in support of our work and we appreciate all comments that are made but in particular at this time to hear comments about support um there are also comments about a specific student Manner and comments about superintendents my um contractor so we're clear it's not the incoming superintendent um so first of all comments related to the super and con superintendent's contract required a detailed response and those that was provided in writing and given student privacy expectations we're not going to comment on any specific student matters in the public space and then um quick update on school consolidation so tomorrow February 28th Lane Longfellow and Madison will be closed

006for students for the day so teachers can visit schools where we project openings for next school year um schools are prepared with short presentations for the visiting teachers and will host teachers as they visit classrooms and speak with colleagues teachers in the consolidating schools will next receive a Google form to select their first second and third choice among the available positions we will then assign teachers as much as possible for the first and second choices and repeat the selection process again in April with any new position we're not closing schools again for visits but there will be another round as as more retirements come in and we'll again share the available positions and we'll go through another selection process um then in preparation for all of this our leadership team has been visiting impacted schools

007to keep lines of communication open and to answer questions and so since the beginning of this month we have been at Madison apple w Jefferson West Milwaukee Lane Walker Longfellow and Wilson and four of those are actually because it's last week and there are no other updates at this time so that concludes the superintendent's report okay thank you very much then we'll move on to public comments for this evening uh if you're interested in providing the comments of the board there's a sign up Electronics so if you're in person you can sign up either via your phone or I've got any device at the back of the room if you are watching via Zoom there should be a link in the chat where you can fill out everyone addresses the board will have three minutes

008to do so everyone must start their comments with their name and their address for our policy uh there will be no back and forth discussion uh between the board and those who are providing the comments however if there is a simple answer to a question or clarification that can be made immediately after the first providing public conferences is done we will do that otherwise any other comments or necessary reply will be done by the next regular Board of Education all right with that we'll start with Paddy Fortune my name is Patty Fortune address 12765 West Hickory Court in New Berlin when I was here last I represented 160 households tonight I just represent mine seven years ago we moved to New Berlin after living in Milwaukee in City of Milwaukee for 25 years we knew

009we were buying a home in this school district but that didn't weigh into our decision because first we didn't need it two sons were out of high school and our third was finishing up at another High School second we lived in the city of Milwaukee for 25 years how could any District possibly be worse or as bad as MPS well if possible today there's a little difference between MPS and this District based on performance and safety my husband and I are empty nesters so why do I care about the decline of this district and these 21 students I hire people I'm a corporate recruiter and a businesswoman I've been recruiting since 1995 and in Hit and have interviewed thousands of people I worked at startup companies Fortune 100 companies and Global 500 companies every day

010I work with people in India Germany Hungary Mexico and many other countries I've hired electricians security guards administrative assistants Engineers sales people analysts and pretty much everything except Medical if a candidate does not have the basic abilities to do to read and do math they are much like much less likely to do a good job or get a good job without a good job they can't pay for rent food and transportation the data from your scorecards tell the story that you are setting up your students to fail and you are okay with that but I'm not okay with that how that impacts these 21 students and future students in my neighborhood I'm baffled that you continue to increase your open enrollment seats which means you receive significantly less from the state yes you don't want

011to decrease enrollment if you do the math that means the amount of money you have to educate each student decreases it's not a good financial decision I'm baffled about your unwillingness to sell unused or underused buildings and look at other cost savings opportunities you're making the district house poor and now I'm baffled that you want to put resources into specialty schools like a Spanish Immersion arts or stem when you can't even succeed with reading and math tonight you may vote on our petition we already know the recommendation recommendation is to deny the request if you vote I'm hoping there will be two people on the board to have some guts and vote Yes and let our 21 students and future students get the education they have a right to Brian Keller you're a recruiter too

012your LinkedIn profile says you're performance driven let's see if you are Joe Becker in our presentation two weeks ago I'm told you appeared to care and listen if you do care then you let these 21 students and future students leave West Allis West Milwaukee School District very much moving on to Steve Broadwell can you hear me yep okay Noah you originally stated your pride and honor with Fair Wisconsin's full endorsement in your reelection bid you must be aware that they collaborate closely with gsafe on many projects that are indistinguishable in their goals as part of the militant wing of the lgbtq movement your supporters are now pushing gender sexuality Alliance clubs or gsas into K-5 they provide support excuse me what hello can you state your name and address please then you want me to

013start over yes yes yes yes yes okay yeah Steve Broadway I know you don't know it's the first time I've done this right uh Steve Broadwell 12965 West Ohio court New Berlin okay starting over Noah you recently stated your pride and honor with Fair Wisconsin's full endorsement and your re-election bid you must be aware that they collaborate closely with G safe on many projects and are indistinguishable in their goals as part of the militant wing of the lgbtq movement your supporters are now pushing gender sexuality Alliance clubs or gsas and decade five they provide support to teachers in creating these clubs in violation of the equal access act which prohibits teachers from initiating or participating in student-led clubs only an idiot would think kids would be the driving force behind a K5 GSA without a

014nudge she's safe defines discrimination as school staff outing a student's gender identity to family members without permission they try to hide their true motives and use their parental Authority using emotionally Fragile Kids to promote an agenda clubs that are supportive are one thing clubs that indoctrinate another these confused kids need a good therapist not a club to more deeply embed their adolescent angst and its true underlying cause your supporters are grooming kids at ever younger ages gays against groomers stated clearly on their website home page quote gays against groomers is a coalition of gays that oppose the recent trend of indoctrinating sexualizing and medicalizing children under the guise of lgbtq our community that once preached love and acceptance of others has been hijacked by a radical activists who are now pushing extreme Concepts into society

015specifically targeting child children in recent years end quote cutting off a young girl's breasts in a ghoulish attempt to relieve her adolescent confusion or depression would qualify as an extreme concept Fair Wisconsin and G's safe together are opposing legislation that would keep boys off girls sports team which would destroy girls Sports Fair Wisconsin and G's safe together are opposing legislation that would prohibit doctors from providing hormone blockers crossed sex hormones and bodily mutilation surgeries that would criminalize or and would criminalize those doctors that do so for any child under 18. let me restate that your supporters are okay giving young children the same drugs used to chemically castrate sex offenders dangerous cross sex hormones and surgically removing young healthy girl's breasts because they say they don't want them these abused kids will need a lifetime

016of medication and more surgeries to deal with all the long-term complications that arise you also receive the teachers union endorsement that calls this adolescent transgender Insanity normative Behavior rather than calling it off of the child abuse that it is rather than being proud you should be ashamed of these endorsements but like my granddad always said birds of a feather flock together all right okay Devin Ray 1027 South 110th Street um I want to start off by saying that I'm in agreement with Patty fortune and I believe that the New Berlin residents should be allowed to leave our district um that since they want to I also purchased a house within this district seven years ago um and can say that my children no longer attend your District uh the district has changed the district has

017failed the district has taken such a plummet in academic scores that I don't blame them one bit for wanting their kids and their residents out okay on February 13th you had a regularly scheduled board meeting in the agenda it was noted that you would be going to closed session after that you were supposed to reconvene and address the rest of the items on the agenda you never did those those of us that were in attendance for that meeting via Zoom waited two and a half hours for you to reconvene as planned two and a half hours to ultimately be hung up on we received a notification that the host ended the meeting at the very least you could have reconvened to explain that there was no further actions that were needed and that you were

018going to motion to adjourn that meeting was not handled appropriately or at all respectfully after that meeting I sent an email to ask why that meeting was not finished got no response I would also like to bring attention to the fact that Noah has been violating the First Amendment with his actions as on his district social media page this is a public forum used to spread information for the district and the community and is also used for his candidacy he has deleted comments and limited comments to only allow comments from select group members whom he knows support him this is both dishonest and unconstitutional not everyone will agree with you and people will have the right to say no to you this does not give you the right to silence and censor anyone and one

019last thing since none of my emails get answered I will use this time to publicly ask for an update on records requests that I have requested since those Communications have also been ignored I have been completely stonewalled by this district and for what for standing up for my kid when your staff and you as a board have failed him and multiple other students in your District this is unacceptable and I expect a response to these inquiries oh that is the last person that we have signed up for public comment at this time I will close public comments and we'll move on to item eight or four reports this evening starting with a point one review of The Board calendar today is Monday February 27th at 6 PM we have work at the Board of Education

020meeting we have a financial facility and efficiency Workshop current people come 23 24 enrollment projections in Revenue limit calculations and preliminary budget projections and Monday March 13th at 6 PM of a regular Board of Education meeting newly followed by Financial stability and efficiency of Workshop on other post deployment benefits review number two and a Monday March 20th at 6 PM we have school showcases for the dlba shared Journeys West Milwaukee Irving Jefferson Wilson and home Squad animately following while we have a closed session meeting and then on Monday March 27th at 6 PM we have a regular Board of Education being really developed by Financial disability and efficiency Workshop School consolidation Workshop part four and a facility in grounds over people moving on to our community reports this evening starting with 8.51 Employee Engagement and

021culture Mr Keller all right thank you um we met on February 21st we had a pretty full agenda um the first thing we talked about was our draft contract and non-renewal dates uh those will be coming up here soon uh contracts will be sent to about March 14th um I'm hoping to get the acceptances by mid-april um we talked a little bit about yearly mandatory staff training uh those there's a small amount that has not completed all of it at the time that we met they have until February 28th and we're giving some reminders to do so um we also um on February 9th 37 individuals uh Park in an update on harassment on bullying training uh that included principals managers directors leader and the leadership and learning team and there will be makeup sessions

022for those who are not able to uh and additionally two compliance officers and District Parent complaint coordinators will attend the Sherman replace investigation credentialing um our Safety Committee update they've been very active they're going around to schools to update or inventory chemicals that are in use um making sure the iwash stations are updated and in good working order um and just making sure everything from a safety perspective is up to and then we talked a little bit about this but in terms of school consolidation and staff movements there will be a school day visit tomorrow um and I know working through that whole process with a notification of choices being on April 14th and that was our committee update does anyone have any questions or Mr Heather or his committee regarding his report or any

023suggestions for possible future agenda items seeing none pretty much Mr Keller move on to eight new accessibility and efficiency all right so we met February 23rd a couple that go through our our agenda here all Pub restructuring survey results pre-imposed and our next steps so we have a workshop number two coming up on March 13th District staff at the last PD had a better understanding of what the goals are here uh overwhelming positive responses that open and we're going to continue using professional development as a way to initiate discussions with staff and faculty and teaching items to discuss options for investing we don't want to lose out on the person joins our district 50. and where do they fall in the line when it comes to retirement benefits uh we do that we did have

024a concern about Equity come up you know currently staff retire with us regardless of age are to receive the full amount they have received what about staff becomes a Workforce for four years then resigned so they're retired so we discussed that as well the preliminary budget for 23 24 will be brought up tonight and basically everything we're going to see comes down to the biennial budget decision at the Statewide level uh we look into the association for equity and funding membership discussion Mr Becker brought it up to us it's an advocacy group to fully fund Public Schools Equity low Revenue versus high Revenue districts uh we're gonna look into membership and see what that is um we have not made any decisions on that this time we are discussed the certificate of deposit so a

025CD in lieu of money market currently short-term rates are just as good as long-term rates due to an inverted yield opening four CDs that are ladder you want to add to that sentence there that's correct okay uh money market interest rate currently is 2.5 but a CD monthly is four and a half percent so double and then that'd be kind of like nice money that we see the need to put something in a school Equity wise we can use money from these this idea to support a school that needs it at that moment and then other updates and projects coming up we have the audit review and recruit uh item tonight preliminary budget Workshop tonight we have a debt to Seasons uh action item coming up March 13th we would both have workshops number two

026March 13th and end of March Workshop will be upcoming above School consolidation planning and Community feedback a lot of stuff any questions for Miss Kaiser or her committee regarding report Mr Becker Mr comment uh thanks very much for uh taking up the issue apologies for not being able to make it a job got in the way um I don't want to say we did have a member of the community come into our Zoom meeting and people are always welcome to go to my community meetings um we just request that they don't uh big have feedback but you're always welcome especially when it comes to our financial decisions and decision making and to zoom open to the public so I want to thank the person that came in and I welcome people to come listen uh

027questions very important meetings if one actually additional um group that I think would be worthwhile looking into from Wisconsin um public education Network um is one that I actually I can provide you a flyer Miss Kaiser that I picked up at the um C education I'm not a member of the group so yeah okay we'll talk about it yeah that's something we want to become a member of this deal is wearing one of their amazing shirts all right anything else will we move on to 8.2.3 light brightness through collagen redness um so we usually excuse me meet um the second Monday but we actually met the third Monday this month so February 20th um so a couple things summer school so they're already planning and looking at data from last summer um last year was

028actually our highest enrollment in summer school to want to continue to build on that success um it's partly because we are not if we opened it up to everybody um as opposed like an invitation um basis um currently the decided in the length of summer school 33 or 34 days and brainstorming ways to increase intermediate student enrollment so that's the area where we get the least enrollment um they're proposing two Elementary School sites at this time Hoover and man and then Transportation um would be the kids would be picked up at their local elementary school which is the same as I did last year also um math adapter so there's a math adoption committee got together they looked at six different companies and they decided on two options um so they're currently in the process

029of piloting these programs um the two programs they're looking at is reveal math by McGraw-Hill and then into math by out in Midland um so they're piloting this in the majority of the schools and the teachers age grade level and then each teacher is working with a teaching partner so one will use one program and we'll be the other and then they'll be able to compare it and decide on what they want to do or what they like about um and then at the specialty school survey um there's too many that went out two weeks ago I think Wednesday so um it closes this week Wednesday so that's March 1st um so this I don't have the updated numbers so these are the numbers we had uh midday on the 20th so last week Monday

030um so we had 186 um people who had responded um the two highest numbers were a 6 to 12 stem school and then the other one was a performing art um just so people are aware of the options included Montessori stem PDL uh Project based learning intermediate Advantage Immersion School of the Arts and it's actually kind of cool actually filled it out for my kids get Oak if you go in you put in your kids um ID number and so the questions are generated off of how what grade they're in so like I got she's in fourth grade so I got all the questions that apply to like the six to twelve you went in for your high schooler would have the options that we would have thoughts so it was kind of cool um

031yeah any questions for Mr Steele regarding Miss Kaiser can you just um uh we were is just an asking survey we have not made any motions toward a specialty school at this time correct right right this is this this is this is completely about um this is gauging interest um so again we're hoping I I wasn't able to touch base with Deidra um but I mean we're hoping to get about 325 350 responses I'm not sure where we're at there because that would give us a good um put some good data but yeah this isn't you know we're looking at it if there's interest it's not a commitment to do it um it's a skin feelers questions I mean we were just focusing on getting the stereo because the goal was to get out towards

032the end of January we got it out in February so yes I can certainly yeah okay or any um topics for agenda items for the community um I don't know if it goes for this or for Community or for communications I know there was a discussion about bully reporting bullying and being on like the front page of our district or on the front page of the school web that a Communications thing or is that part a little bit of both I know they did move like the forms that are more accessible in the on our website underneath the parents like tab so it's more upfronting it's not buried as much as it was previously there were some things additionally been added like the the flow chart and stuff like that which is out there so

033I don't know if it's like so there has been perfect thanks I just want to make sure that was followed up on me that's information I know him yeah it's under the parents or families if you go in there it literally says bullying step by step yes click on there and it has everything anything else all right thank you very much for that report um I'm going to 8.4 other information items um using this to provide it I'm sorry 8.3 uh board member reports are giving the event um I just want to say thank you to the PTA for uh West Allis West Milwaukee it was a wonderful Carnival that it was really great to talk to folks and talk to teachers and parents and kids and it was really cute I also want to

034say thank you to Jefferson PTA for their meet and greet last week it was really nice to chat with folks over there and there next week they have or two weeks there's a literacy night at their school yeah the literacy night next I'm gonna say that I'm very excited to hear about I also just want to bring up that Central has a Black History Month um dinner and event on Wednesday this Wednesday March 1st at six o'clock which I would be very excited us um no so a couple things that I was actually was really fortunate to be able to attend a professional development day list week the 14th because um I was off of work it was really it was really a good experience I'm not a teacher so I don't know what they're

035like um I actually was able to I went two of them I went to one was with Dr Charlene Moore he does a lot of really great work around inclusion so that was at with the Hooper Mitchell staff in the morning I actually was didn't want to really tearing myself away and then I went over to Jefferson um where Brian Delgado from Blue Dot was doing a lot of project-based learning work with users and that was like a really cool experience again it's not something that I've experienced before so um very positive I actually learned learned a lot um to my field so that was really cool um I also just wanted to yeah the PTA Carnival was great I also attended the Jefferson day meeting so those were fun but I also wanted to

036do a shout out to the Walker staff they um my daughter's one of the kiddos being transitioned from Madison over to Walker and we they invited the Madison Community to the presentation of learning last week Thursday it was it was really they had a little dinner for us um there was actually quite a few Madison families there um we got to meet you know Stacy Mrs Lang was there Mr Miller who will be the Principal next year and just basically just walk I mean I've never been in a walker so it was just nice experience to like walk it to realize it's really not that complicated it's a square within the square um so it was it was a lot of fun thank you very much anyone else would like to share about any community

037events Mr Becker I worked at the solo Ensemble at Central on Saturday morning at the outside of the percussion room so at the interact with some of the goods and some of the families um uh saw a principal the Summerfield there too and we had a quick conversation and agreed that there was some clear nerves but good kind of nurse and I agree that's really good uh growth territory um some of the parents were also agreeing that they were reflecting on their own experiences at all Ensemble and how they couldn't really imagine trying it as sixth graders so it was good to see our sixth graders being pushed a little bit too yeah just learning how to present on their own it was a really nice event good time awesome anyone else all right I'll

038just chime in on going less as it's negative so that unless I was the only one at something I can't say anything new um but I I was able to attend the PTA Carnival um grapple which is always great to help raise money for uh the PA scholarship fund the fund just the the main purpose of the carnival is to be able to raise money for that that's fun um so it was a great event it was well attended so a lot of board members there a lot of Administrators there um and so it was a good event as always and so kudos for putting them on that event and for all the schools and the ptas booth together so that kids come spend their tickets and students really really love getting those tickets in

039that little paper base they had a lot of fun with that I also was thankful to be able to attend the the Jefferson uh snowball uh meet and greet the dad and Community event uh Mary Devine was there Dr flexible is also theirs it's a great event as well and then um the main Auditorium there so all the mainstreaming stopples were performing so that was great to be able to listen to them yeah you know six seventh and eighth graders all performing as well of our high schools and I'm doing a great job in front of judges and taking that feedback and being able to grow more so it's a real Testament to my Human music programs that we have here in our district strength that we have to be able to start students so

040young that they could perform the level of of work that they're doing do with it well kudos to our music staff and the students the parents were doing that such I'll go to any point other information other updates information items which is what I was using using for updates on our superintendent search which is now complete but I do want to say here is Dr Robinson with him he will be coming up to visit the district on the week of March 12th so I think official so be able to hear the 13th uh coming in the evening of the 12th 13th through the 16th they'll be in the district and meeting with board members Administration the staff and I think other things to I don't think this calendar is his agendas exactly said but we'll

041be attending various things in the district I'm Frank uh he is his first visit um accepting that position we are expecting he'll come up again and we'll make sure to try and provide that information as soon as we have it um and then if there's any events that are going to be open to the public or something where the public interactive will make sure to announce that as well so that those individuals would like to come and speak with him um I have a conversation that we'll have that opportunity we encourage everyone who has that opportunity to do so welcome Dr Robinson and make sure that he welcomed district and can have interaction with whoever wants that's all only updates I have about that so we'll move on to item 19 Arkansas evening starting with

0429.1 approval of our minutes from our regular Board of Education meeting on February 13th our special 14 in our workshop on February 20th does anyone need anything separated out if not I would look for emotions any last minute discussion problems in favor um opposed then we'll move to I and our action items for this evening starting with 10.1 approval of our 2122 audit uh Mr Norris good evening everyone so at the previous board Workshop held last Monday the board in conjunction with our Auditors at Baker Tilly reviewed the 2122 financial statements the Auditors reviewed the results of their work to express an opinion based on their financial statements frame 22. important uh audit insights they disclose material weakness and made additionally compliance findings as we discussed the audit shows the district continues to make progress

043on financial operations a lot of further confirm that we've met and continue to meet our board adopted search plan goal to reduce the number of audit findings from 12 to 3 which was targeted by 2025 so happy to report that we've met that um two years earlier three years early at this point which is really great news Additionally the district continues to make Financial progress in establishing a healthy fund balance I'm also proud to announce that beyond the audit findings we've also progressed into um our general fund balance increasing to 35 million 950 45 557 this represents 37 just roughly 37 percent of our total exponentials of last year which is really is a really healthy position for a district best practice for school districts is 20 to 25 so having a 50 increase over

044that threshold is is really the marker that organizations look at for credit ratings or just general organizational health so just really want to state for everyone listening and for the board that we're in a really really healthy financial position there and that's just the general fund that doesn't include all other funds that we have from 50 46 80 27 38. um so given that we've met these goals I believe that the next step for us is to continue to continue to strive to further improve our financial operations and look forward looking forward to continuing to find ways to meet the needs of our students as well as District goals so with that I want to thank the board our administrative team for all their work um and support and the ongoing efforts the budget as

045we've all worked through here the time and time is a collaborative process and many meetings um both the board with our administrative being with staff to get to the spot that we're in so with that I'd welcome any comments or questions Facebook this one we have three fights and can you just speak we'll always have at least one in one good question yeah so we'll always have at least one finding because we don't internally prepare our own financial statements and that's really a cost effective efficiencies that um nearly every District that we work with closely as an as another firm Baker Tilly's our firm that does that for them so we'll always have one and then you know uh audit findings it's kind of a perspective piece so for me obviously the goal is to

046have just one given that we'll always have one but having some is more of a continuous Improvement so having multiple findings that are continuous year to year that would be not good right that means you're not making the changes and making the steps to correct those issues so both the findings that we had in addition to the one that you mentioned presidently are new findings and so we make corrective action plans and then the goal is that next year the Auditors specifically check on those things to double make sure that those things were corrected and then you move forward and then you know as Accounting Standards change or financial practices change you know things come up and it's just a good way to Mark like hey you're making progress and um we have been doing

047that so thank you absolutely anything else for the report because I look for a motion any last minute session all those in favor aye opposed right thank you very much of course I'm about to 10.2 request for all their School District boundaries bam okay all right um will be a little bit difficult to see on the slides so once everybody has that gets started [Music] um good evening again everybody oh and thank you to our school board and all the Commissioners related to the petition to detach that maybe you're listening first of all I want to thank everybody for being part of the process so just as part of the formal record because um there may be additional steps on this so we're introducing ourselves just so it's all on the records I'm Dr Marty

048luxman the superintendent and I'll be presenting on this topic this evening with Aaron Norris our Director of Finance and operations um and for clarity for those watching this is not a hearing where the board will engage with petitioners or members of the public this is the administration's opportunity to present relevant facts and information related to the petition to patch property from our school district similar to the opportunities the petitioners had two weeks ago and um that you'll notice that Aaron and I are following a script and it's we keep ourselves kind of within a reasonable amount of time but also making sure that for um delivering all of the messages that we think are important as part of the process uh so this evening we'll present a great deal of information from the perspective of

049the West Allis West Milwaukee School District related to a petition to detach residents and property owners who are within the city of New Berlin but in the West Allis West Milwaukee School District so as you begin I want to carefully preface my remarks with an acknowledging acknowledgment of what I accept as the best intention of the petitioners and what I hope is understood as the best intention of our school district the petitioners are acting on what they see as being in the best interest their students and their problems that's a good thing unlike the petitioners our school district must act on the interests of all of the students in all of our schools and based on the interests of all of our property so with that in mind and I will say now and later

050in our presentation that the criteria that must be used when considering efficient attach includes the impact of attachment on the socioeconomic level and racial composition of the pupils in the affected school district and it's sometimes uncomfortable when we talk about racial and economic disparities we sometimes feel within these discussions that we're assigning blame or assuming motivation so I want to be clear that we assume no motivation related to the necessary analysis in the matter and we'll present the Democrat demographic facts and the reasonable conclusions about these facts they exist and are likely to exist in the future thank you for the intro Dr luxman so for that uh welcome thank you for having me this evening I'm Aaron Norris the Director of Finance and operations our agenda this evening which is up on the screen

051um we'll provide some historical background on the properties in question and will then go through the Wisconsin State Legislature criteria for detachment in quite a bit of detail following this would provide a summary of information shared and make a recommendation for action and then answer any questions or school board members may have so what we've learned in our preparation this evening before this evening is that the persons of our school district that are in the city of New Berlin have an interesting history going back in 1947 a committee was formed in Milwaukee County to explore and take action on school consolidation for many small districts some with only one school and it was a priority to consolidate some of these discs as part of this process the West Allis common Council annexed territory from the

052town of Greenfield that include the school district of park I think of Parkway our building that used to be an elementary used to be its very own School District um so so the West Allis common Council annexed the town of Greenfield that included part of the school district Parkway and this move split the school district apart in March of 1954 the school committee received a petition from 154 residents from the New Berlin portion of the Parkway School District seeking to continue in the West Allis School District West Allis officials oppose this move but the county school committee took action and the motion was made to consolidate and that included the New Berlin portion of the parkway district with the West Allis School so that there are active links on this slide and other slides in

053our presentation where you can find even more details about the part of the story and even some of the official records that are still on file um when the petitioners presented they said they were and when the petitioners for this Detachment presented they said um we annexed meaning the school district annexed the area which appeared to suggest that West Allis West Milwaukee School District essentially kind of grabbed the area when in fact the residents of the area asked for the exact annexation to take what is the request being made so the positioners are requesting that small terrorists who have been in Berlin be detached in the west Salis West Milwaukee school district and attached to the new Bruins school district we will show more detail on feature slides exactly where this lies within our boundaries

054there's links in here to the original request position and then also to the insurance presentation that was given last week um as you can see on the visual show on the right it's an outline of the entire Westdale Las West Milwaukee school district and um and where the properties um the request for an attachment are located and then the left kind of shows you in more I guess a zoomed in zoomed in look on where they at you know is on the right kind of all encircled around the left it's easier to see kind of the individual um petitioner addresses I guess um slide seven who are the petitioners so the positions include 160 homeowners and or electors in four New Berlin neighborhoods our analysis indicates that the request includes 130 toll signatures which is

055106 Resident Properties that were listed among the signatures multiples and some households kind of a mom and dad right one place um things like that all 106 residents are confirmed as within the Westdale School West Milwaukee School District Foundry and these include 21 students who are currently enrolled in our school um so kind of as our agenda show the next step is to is to look at the first criteria as Alabama State Legislature as it relates to geographical and topographical you can always mess that word up sorry uh characteristics with a focus on travel time the petitions did a great job of presenting the argument that travel times and the impact in the environment in favor approving the petition we think there's a much clearer clearer way to present this analysis and it leads to

056a very different conclusion um so in slide nine like the petitioners did we are using for comparison purposes the distance to various schools from the address 12765 West Hickory Road in New Berlin and we are using the very same mileage or as a presented as you can see here we have Hoover Franklin Wright given that lane is closing and Nathan Hill High School and then the subsequent schools in New Berlin Orchard Lane Eisenhower Middle and High um we then take the take the mileage between schools and annualize the number of miles traveled by a parent with one child attending each of the schools the small differences in distances between the schools become much more parent so you can see if you take the 0.4 distance between that address and Hoover over 171 days the total

057mileage for that parent who has a child at Hoover would be 68.4 miles um in totality over one year similarly at Orchard Lane maybe 492 and then fow 469.8 you've got Eisenhower Middle you can kind of see the thing the Supreme father yeah then on the next slide when we take these calculations and analyze them over the perspective of total miles traveled during a school career of a student who lives in an identified address and attends all three School sites during their school career the difference becomes quite Stark over an entire School career a student in a petition area will travel um 5984 miles from home to New Berlin schools from that address versus three uh 3420.6 miles to schools in the Westdale School District so the um it becomes a little more clear the

058total mileage over a school career slide 12. um within this criteria in other words the petitions argue that as a result of our failed referendum that an additional Elementary School may be closed due to school consolidations the petitioners speculated that this could be Hoover Elementary due to increasing travel times the other West LS West Milwaukee school buildings however they failed to note that in our facility master plan in our school consolidation decision-making matrices we included the criteria that we will continue to operate the schools in the communities that we serve outside the Westdale municipality this means Hoover is not being considered for consolidation petitioners also cited added costs and environmental impact of the additional miles traveled to some of the schools and examples but when the models were annualized it becomes clear the fatality of

059miles driven has a much higher environmental impacting cost and for the reference we LinkedIn specifically that workshop with the slide reference to that note for the matrices that we referenced so uh the next slide takes us to the second criteria which focuses on the impact of the Detachment on the educational needs of all of the children in the affected District on the impact on the educational programs recently quoted our incoming superintendent Dr Terence Robinson when he said you have a lot of work the data makes this absolutely clear um but not universally clear as the Commissioners fail to recognize a critical factor in student and school achievement which is well known which is family background as noted on this slide that the citation of the source included there's a quote in predicting levels of student

060achievement family incomes continue to be reliable the data supporting this reality go back deck have been reviewed and verified again and again on the next slide um there is a significant difference in economic realities that families served in the West Allis West Milwaukee School District compared to the new berlins play 13.7 percent of the New Berlin students qualify as economically disadvantaged well 63.2 percent of West Allis West Milwaukee students do in the 2020-20 21-22 school year we're using 2122 because that is the information that's most publicly available is reported on the state report cards for comparison over time the New Berlin rate in 1516 was almost the same at 13.4 percent while our rate increased by more than three percentage points from 15 59.3 in comparison a reason for the comparison to 1516 will be

061clarified in the next three slides uh the differences in performance of our schools and school districts um must be considered within the context of these demographic realities there's no surprise that New Berlin schools outperform our school the surprise is that by High School some of our students actually compare well to their New Berlin counterparts and actually outperform them in some areas so now I'm going to take us into the year 2016 and that's why we did a reference to the 1516 school year uh there was a fascinating um article Series in the New York Times and I wish we had updated this data but this is the information that's available uh they published an analysis analysis of parent economic status and educational attainment and you can see from this data display that there is almost

062a straight line between these two factors and um the educational attainment is on the right hand side of the graph and on the bottom is the current economic status um there are of course outliers in any data set but the trend is pretty clear family wealth has an influence on student achievement um and so so that's the all school districts in the united states are represented by various size dots based on the their enrollment they go to the next one um what I appreciate about this analysis and the tool on that stool available publicly is that you can search for a specific School District given the number of students in poverty we serve in 2016 we're doing about average so you can see us kind of in the middle um given our level of students

063in poverty and the fact that we're doing about average um then New Berlin when we search for the New Berlin School District um the analysis shows that they're 1.7 grades ahead of that given again the differences in families we serve that really is entirely expected so when we drill into more detailed data we start to see clearly where New Berlin outperforms our students where there is a surprise in the data as well because the petition involves 21 specific students at this time we think it's reasonable to look at how they perform compared to their counterparts in New Berlin so our students in our school district that live in New Berlin compared to counterparts of New Berlin students at the New Berlin students that live in New Bern so in third and fifth grade math um

064New Berlin students at Hoover outperform all Hoover students but underperformed compared to New Berlin students at Orchard Lake so you start to get a little bit of a pat the same is true for the comparison groups comparison group students in the middle schools that's six seventh and 8th grade and there's um a little bit of nuance in the data that Adam helped us with quite a bit because we have different grade level configurations so that the board and everybody listening is aware of that and then um again at the high school the same pattern emerges for math like I noted we have work to do but again we are educating a much higher uh percentage of students in poverty so let's shift a English language arts or Ela the gaps are not as wide but

065the pattern continues at least in the early grade the Berlin students at Hoover I'll perform fellow students at Hoover but underperform their counterparts at Orchard Lane in the world um the next Slide the comparison of ela results for middle school students shows a similar result but the gap between the Berlin students at Lane compared to middle school students in New Berlin in New Berlin Schools is closing now from the previous slide or the earlier years then in high school you start to see a bit of a different picture um The Gap closing from elementary to Middle School actually reverses in high school or some high school students in high school New Berlin students that hail outperform New Berlin students at West with 57.1 percent proficient in advance compared to 52.4 right so it's not the

066same as new brother and Eisenhower but we think it's an interesting pattern to point out um within this criteria the petitioners also mentioned High teacher turnover and we don't have that on the slide but we're trying to address some of the things that petitioners reference in their presentation so we do track voluntary teacher turnover and voluntary teacher turnover for the 21-22 school year was 18.2 percent which post covet is about the national average but as we reported to the board recently when we did the schools uh School District Court card um from July 2022 to December 2022 the turnover rate uh was 6.9 so that is trending down the petitioners also mentioned that Detachment will have a positive effect on overcrowding Project which was curious to us um School consol that we're assuming here and

067I think it's a reasonable assumption school consolidations is the reference and that will not cause overcrowding the schools receiving new students have had as many and more students in their enrollment in the past um so Walker getting um the students from Madison they've had higher enrollment than they will make minister at FLW I had higher enrollment than they will next year uh so the overcrowding piece of that we don't think is actually a reasonable consideration so the third criteria focuses on whether the proposed attachment will have any adverse effects on the programs for which it's very from which the territory is supposed to be detached so the petitioners noted that the failed facility referendum will be the cause of increased class size and program however we have not made any of these changes referring to

068focus on what is best for students and our teachers by maintaining our current class size targets and funding programs that make that make the education educational experience really complete what this means is that we are not funding Capital Improvements or CIP to the level it really requires an aging building so there's a trade-off there um with the referendum we did communicate that if it failed we would have to consider you know class size increases cutting programs but instead what we've continued to recommend to the board and the board is supported that we don't make those changes but it means we can't invest in everything right and so we continue um to try to keep older buildings going um so so the reality is if all students in our districts eventually detach to New Berlin um

069it will mean our Athletics will face further challenges to offer high quality competitive programs right so those are things I think are that were pointed out they're fair to either contradict or to recognize on the next slide um if you focus on the columns in red this is really the class size um discussion you can see that the West Alice West Milwaukee target class sizes are considerably lower now than than in New Berlin even after the failed referendum we're committed to smaller class sizes and on the slide there's an active link to where we found the source in the New Berlin or the New Berlin class size Target so um and they do a similar kind of calculation we're not sure exactly if the column um that says 92 which we use as a calculation

070from an open enrollment seats is similar to their column that's 90 because they don't offer an open enrollment seat so that's why we're focusing um really on the column in red or class size targets so criteria four focuses on the testimony and written statements filed by residents of the effect School District so now this is a bit speculative um but I think it's reasonable to suggest that if we surveyed all West Allis West Milwaukee School District residents and property owners and shared with them the fact of a complete Detachment again there's some consideration in the criteria for what's called a snowball effect but we keep talking about if all students then were to detach um so if we shared that uh with with our residents through a survey that if all of the New Berlin

071Parcels detached that would result in an increase in the West Allis West Milwaukee School District mule rate for the school I think we would find very little support for this petition right um and again it's speculation but we can turn to the two failed referendum that also would have increased taxes as evidence supporting that speculation so there's an aversion to increase taxes and if we present it to our community that this Detachment would increase taxes we think it's reasonable to conclude that there would not be support for it but that being said um the petitioners focused on comments that largely centered around the difference in academic achievement and school safety we addressed the differences in academic achievement again acknowledging we have work to do um but it's within the context of a very different family

072in terms of safety all schools and school districts have challenges in these areas the headlines and slides about New Berlin schools depicted there's active links there um we could find the same kind of headlines about our schools um so that we all struggle with safety at times and there's always opportunities for us and New Berlin schools to improve in these areas the fifth criteria is related to fiscal impact or effect on of the proposed reorganization on the affected School District the next slide uh within within the review uh financial review the first area that I want to provide an overview of is the revenue analysis provided as Marty mentioned the Snowball Effect provided that all of the New Berlin students uh portion that attends West El School District would be permitted to detach this would

073mean that the district apparently would lose 248 resident members both in attendance and accessing open enrollment so both students attending our schools and then resident students at Choice out to the open world program um based on the 2022-23 per people amounts this would mean a total lost revenue of just over 2.1 million dollars through both of those um current resident members attending and current resident members will enrolling out the next area I want to review is that of equalized property value or in in my world called EPV so the total equalized property value for all of New Berlin again using the Snowball Effect kind of thinking here um residing in the West Allis West Milwaukee school district is 400 just under 425 million dollars that's the total property value that the district's tax levies based

074on um for um our school district that represents just under seven percent of the total equalized property value for the all municipalities within the Westdale School District now it's an important number seven percent or just under seven percent as I alluded to in this previous slide we currently have 248 resident members who live in the New Berlin portion of Westville School District this represents three percent of our total membership seven percent versus three percent okay should we lose seven percent of our equalized property value and only three percent of our resident members this difference in Lost Revenue required via membership and our equalized property value demonstrates an overall increase in the mill rate and if those were opposite it would represent a tax decrease so we received the same amount of funding for one student

075regardless of where they come if they're a resident but that family that family's property value might be different in New Berlin that portion versus in West Milwaukee that's kind of the difference so this is a better visual to show exactly what what exactly this impact would be given the loss of 248 resident members and equalized property value decrease of just under seven percent so in the left column you can see the current wwm mill rate is 6.55 cents using the same uh current year the projected Miller with the loss of the 240 resident members and the equals property value would be 721 resulting in just over a 10 tax increase for the remaining resident families left right um similarly um if New Berlin were to add 248 resident members um detaching to their school district

076along with the increase in equals property value it represents about a 30 Cent decrease in their tax mill rate um or just about a little over 4.3 percent um overall [Music] um so to me the best way to summarize the fiscal impact is petition detach um yeah is to ask this question should the should this petition to detach be approved what would stop the rest of the residents living in the department portion of the schools from doing the same um it's clear to me that this slide really kind of summarizes that to show that the entire portion of everyone detaching from the school district um would allow our most affluent families to attend a more affluent district with a projected decrease in their middle rate and conversely would impact for the finance here are less

077affluent families by providing them with a 10 increase in their mill rate the sixth criteria has to do with whether the proposed reorganization makes any part of the school district's territory non-contiguous um according to Merriam-Webster's Dictionary contiguous is defined as being in actual context touching along a boundary at any point a non-contiguous is defined as not adjoining along any along a boundary or consisting of any parts that are going so this slide depicts uh similar to what we showed before depicts the Westdale School District West Milwaukee School District boundaries and the red dots the lower left corner show the parse is supposed to attach this slide again kind of Zooms in to give you a closer look of what word that is in in comparison to our district but also to um in the Berlin

078School District um so this slide here shows in red the residents who signed the petition and then in yellow the residents who are listed as other Parcels that are proposed to be attached but not not signed so nothing more than a point to make that not every resident member a resident on the petition signed it um but there were additional Parcels listed that exceeded the 130 that makes sense 130 signatures 160 Resident Properties um but just kind of a point to make there so this slide really shows here um kind of to show you how the New Berlin School District kind of where the overlap is so in in green you can see our the Nathan Hale boundary here um and then in red as a central boundary and then in I guess the purple

079box here shows you kind of where the New Berlin school district is and so that kind of rectangle that rectangular angular shape shows you kind of where those students are in comparison to the petition so the reason I showed you that is because this next slide kind of breaks that down a bit just kind of an interesting Dynamic by indicating here that there actually is a portion of the city of New Berlin that also belongs to the Elm Brook School District and it to me raises the question that if all the New Berlin Parcels of the Westdale schools are detached um you know will some New Berlin residents then prefer to attach to the Elmbrook School District further confusing complicating this boundary so you can see here just kind of north of where our district

080ends um that section here that section really act those students who live in the New Berlin municipality attend the Ellenbrook School District so um that area has some complications um that further I guess confused [Music] okay on the seventh criteria focuses on the socioeconomic level and racial impact affected school district and this criteria opens the door to considering the Snowball Effect and the hypothetical is consider right consideration of what happens to the affected School District all Parcels within the city of New Berlin attack and not just those in the positions territory but as I noticed in the introduction discussion discussing the impact of race and socioeconomic status on the affected School District but the basic demographic fact of the impact of the proposed match and the likelihood of this creating a Snowball Effect requires that

081we honestly present a simple set of numbers that shows attachment is inherently unfair to the students and teachers of West Allis West Milwaukee School District on this slide um again makes it clear that the difference between the socioeconomic status the Berlin students in the petition and the Berlin students attending the West Allis West Milwaukee School District overall is that they are in more affluent household on the slide also makes it clear that there is a stark difference in the percent of economically disadvantaged families in the West Alice West School District compared to New Berlin overall on the next slide shows the racial demographic students within the petition compared to all New Berlin students within the West Allis West Milwaukee school district and then also indicates the significant differences and the overall racial demographics of the

082school due of the two school districts demonstrating that West Allis West Milwaukee is more balanced in its diversity that'll matter of a few more slides uh the next slide presents the same type of comparison as the previous two slides but now with a focus on the differences of serving students with disabilities the pattern the differences remains very similar within the West Allis West Milwaukee School District serving a higher percentage students with disability so there are two primary ways to analyze the impact of the proposed attachment on the socioeconomic level and racial composition of the people um one is the social justice perspective which presents a problem of simple fairness the student benefit perspective presents the overwhelming benefit to students of being in more integrated schools rather than less energy all students within the city of

083New Berlin who attend West Allis West Milwaukee schools were detached and moved to the New Berlin School District it is clear that it concentrates poorer students with greater needs of one district West Allis West Milwaukee and reduces these challenges in the other in Berlin but more importantly than that which is the fairness argument is really the research on the value of integrated schools so research from the century Foundation found academic and cognitive benefits of being in more integrated schools and these include that students in integrated schools have higher average test scores um students in integrated schools are more likely to enroll in college they're less likely to drop out integrated schools help to reduce racial achievement Gap integrated classrooms encourage critical thinking problem solving and creativity and this slide also includes an active link to

084the sources research and this is just one of the benefit areas that these are identified that goes on in some of the social emotional benefits but we've got to continue to focused on the academic and cognitive benefits is in theme with the presentation and much of the discussion around that the next great the next criteria focuses on the results of any referendum so during the referendum campaign in 2122 there was discussion that should it fail we would likely need to make hard decisions from a financial perspective in order to continue to improve our schools from a facilities perspective right we discuss cutting programs not um since the failure of the referendum the administration School Board have made the decision that we would not reduce or cut programs and have remained committed to our class size

085targets which have been evident through the but uh most referendum have these things change what does what this does however mean is that our students will continue to be educated in aging and or facilities in comparison to Regional School Districts we are not investing as heavily in capital Improvement needs but we have a healthy fund balance to continue maintaining our buildings I do want to note that we do budget um as compared to other districts at a higher rate for facilities but given the age of our schools a number of them it's difficult to maintain the needs that our schools have we believe that given this the financial decision available this is what is best for our students this this slide again demonstrates that we have not changed our class size targets and um given

086to Marty's earlier points um you know the class the planned class max comparison here um shows that our class size is currently the target is lower without knowing the fill to piece for the New Berlin School District okay the next Slide the ninth and final criteria considers other appropriate factors related to the Detachment petition here we will consider a few other factors one being uh fund balance two credit rating comparison and also explore open enrollment as an option from this slide it's clear that the West Allis West Milwaukee school district is in a much healthier financial position um just comparing fund balance Alone um it becomes clear that having a Westlife we're having a fund balance of general fund of 37 overall in terms of its overall budget as comparison to the expedentures versus New

087Berlin School District having 31 or just over 31 um using the same comparison um inside of these numbers it is is another indicator of a strong financial planning for the future the category other governmental funds includes funds such as fund 27 special education fund 46 and 49 Capital Improvement fund 50 which is Food Service fund 80 which is community recreation um currently as a note currently 67 percent of the other governmental funds for the Westdale School District so 67 of the 26 million 728 703 um or just under 18 million is our fund balance for fund 46 and 49. so that shows you the the Stark discrepancy of other governmental funds in comparison to West Allis West Milwaukee School District versus New Berlin that's really the board in our our collaborative commitment to putting dollars

088away for future long-term Improvement planning um for the 2120 financial statements New Berlin does not have a fund 4649 which um supports Capital Improvement next slide here is um kind of referencing school choice options in open enrollment so our state has a system in place that allows students to attend non-resident school districts through a program of open enrollment other similar programs um are available through school choice programs and homeschooling it's kind of referencing a few different options there but this is the mechanism that the state has that's allowable for students that attend resident school districts to attend a non-resident public option this is the slide that goes back to 1920 and so this slide shows the overall number of open enrollment seats available in the New Berlin School District by year which would be the

089second column First Column is year second column is as I mentioned the number of open seats um it also shows the number of West Allis West Milwaukee students who live in New Berlin who apply for these seats in New Berlin and the number of attending New Berlin schools um so you can see using 1920 is an example that your neutral had no seats available we did had we did have seven students who live in New Berlin who live in New Berlin who are also West Allis West Milwaukee student West Milwaukee School District students and then we that year had one student who was remaining in in their schools at that time that was new applications just because they have no open doesn't mean students can't apply they still can't apply um um but open enroll

090as I mentioned before is a lottery process um but from the chart you can see the West Dallas West Milwaukee School District students who live in New Berlin do get seats in New Berlin um if seats are available but that's a limited option um so given this it's an important question that should be posed around open enrollment related to petition it's unlikely that the New Berlin school district will have room um for the 21 resident members associated with this petition and the 240 resident members if all of the territory patch given they currently have no open enrollment seats available for students right so on slide 55 on is a summary of the significant considerations and we believe the petitioners provided a compelling but incomplete analysis of the evidences to support your petition so our analysis

091shows the following travel distances Beyond in terms of annual miles and I'm spent traveling and school career miles are longer West Allis West Milwaukee students in New Berlin if they were to attend New Berlin schools travel times on travel miles overall would be significantly longer when you annualize or consider them in terms of school rear mind on the second bullet the difference is in academic achievement are largely likely attributable family income I mean it's interesting and Ela and Berlin students in our high school perform some of their counterparts however we honestly recognize overall academic achievement of the New Berlin schools is higher oh wait not uh the petition this reports disproportionately impacts students of West Allis West Milwaukee School District making the district poorer and more responsible for a higher percentage of students with special

092needs on the petition if it were approved makes both school districts less diverse contradicts the research on the value of integrated schools class sizes have not increased and programs have not been cut as a result of the failed referenda in West Allis West Milwaukee and the financial standing of the West Allis West Milwaukee school district is strong and then what we did is a final slide um is to try to present really kind of a very simple display of our analysis on and we'll share this and explain it a bit before a record recommendation and responding to questions from Ford so this table summarizes the criteria whether that we believe the evidence supports approval of the petition denial of the petition or is indifferent in terms of its um consideration so we believe our analysis

093shows that six criteria support denial of the fish those are the location and travel time on the educational programming fiscal impact social economic and racial composition of the affected District the results of referendum and other facts or denial to support approval um that's the educational need of the academic performance and the fact that on the proposed territory even though not all Parcels in the territory signed the petition um they can be included um because you the threshold is 50 or more of the property owners or the electors of the territory up behind the petition which is and makes it eligible to bring it forward but they did include other properties or Parcels that make it contiguous to read those who support approval of the petition and then there's the one that is indifferent on testimony

094and statements again we didn't neither of us conducted a quality survey on trying to inform the communities of this and if their support given the tax and so that's I think a way for us to summarize the analysis I think it leads well into our record so uh given the totality of the information associated with the criteria for consideration of a petition to detach a small deterior a small territory from one school and attach it to another the administration the West LS plus Milwaukee School District recommends the following one approve a resolution denying a petition to detach approximately um 161 land Parcels from the school district of West Allis West Milwaukee at all and attach the properties to the New Berlin school district for the reasons presented and two authorize the board president to prepare

095and include with the resolutionist summary of the rationale for the board's denial of the petition as discussed by the board tonight and so um I want to thank all of you for work um from thoughtful attention we want to thank the Commissioners and again I want to create that um we understand their acting and the best attention and the students um and we understand the criticism of where we are with our friends have not comes back to post covet but reducing the available resources kids who are struggling doesn't help back on track those reasons um you have our records in front of you and answer a question already vote bye um when we were talking about the financial um we made the Assumption and I think rightfully snow so that it could end up snowballing

096include the whole uh city of um but the number of properties we're talking about currently is 161. compared to 248 total that's 248 resident members because I think I believe about a thousand total parcels that's what I was looking for clarification yes question um this group of Commissioners and just kind of area do we have any numbers we got 21 kids are enrolled currently right and then there's 52 that are outbound yeah um so there's 50 there's 248 resident members in the entire New Berlin portion of the West Allis school district of the 248 52 are residents who Choice out for open enrollment and then of the that's the whole area and then of the specifically to the petition there's 21 students total within that that are currently attended and I was just wondering if

097we had an age or other this number of the revenue loss were not lost neighborhood people that would and at a later more students which would increase kind of that Revenue word yeah it's an interesting competition what we did is simply kind of stop when your snapshot impact Revenue also doesn't say well there's of this 21 you know four are in kindergarten others another 12 years of Revenue right so it doesn't calculate that we have to make some assumptions about it but both of those get to be an interesting on propositions to consider I appreciate the question yeah it's a good question uh Mr Burns some of the challenge as Marty alluded to as well is is the state budget being in in I guess prelim fashion right now you know if the state decides

098to provide more Aid well that changes the picture a bit too for US versus maybe New Berlin right so it's it's it's hard to do you're speculating on speculating and speculating so um that's a quick question can you clarify um there's a comment made earlier that we continue to just open and roll kids to fill our numbers can you kind of address that because that's what we used to do but we've made it really conscious so can you just kind of explained that process I think that's important to note that um this isn't a matter of like if we would decide to say you know vote on this and we would say yeah they can go it's not just about um yeah that that we could just say oh we're just going to open up

099all these Aromas it's not as easy as that and that's not our goal absolutely so I'm not sure I'm already the year you might have better to you than me but um I believe like 16 17 or 17 18 we changed our process around how we calculate the number of seats open through open enrollment so previous to that whatever that year is I get it mixed up we used to add staff to then keep taking students so essentially the practice was we took anyone that applied and anyone that showed up and we hire staffed bill for the number of students that wanted the seats and since that year whatever year that is I forget we simply staff for the number of students we had we project and then any Gap that gets us to 92

100percent that plan Max that's the number of students we have so actually it's the converse to that the comment that you're referencing and that we've been declining in the number of seats we have available because you know through the school consolidation is a great example of that when you consolidate schools you become more efficient meaning that you don't have classes at 19 because if you had an additional staff they'd be or you had one last staff they'd be 22.5 you can't have 22.5 because my plan is 22 so you add a teacher then when you add a staff it gets the 19 then you fill C to get 19 to 20. does that make sense so actually the more efficient we are with having the right number of students in the right number of schools

101will actually have we'll actually see through the formula Less open enrollment students that's what you saw this year 181 seats which we'll talk about in the workshop as well thank you any other questions yeah I mean it's really about philosophical practice and named Marty you want to hit on that a bit today um the changes came about same time as Shifting the neighborhoodles and on their new Dynamics but one of it was managing finances framing that but there's also a dynamic that was emerging of um differences between the sides around and where open enrollments big and so that um odd kind of inconsistencies some schools 20 30. old students feel like and so what we've done through this practice is schools we've really came at about 10 open enrollment in each school and it you

102know varies a bit how many resin drawers and the gray bubbles a little soft if we were to just do it from a financial perspective the answer is yes and no and so the reason it's yes and no is that we are through the through the revenue limit formula we're paid for students who are residents and so if a student's a non-resident were paid for the number of days they're enrolled this is some of the challenge when you kind of I guess the thinking prior to the year that I can't recall is that like anyone that wants to come comes well if everyone that is there on September 20th or 18th whatever the third Friday count date is that's great but then if 200 leave from that day to the end of the year you

103only get paid for them or days are there But the teacher is not released mid-year and so that's some of the large-scale challenges you could have around we don't rely on staff mid-year nor should I know not assessing we should I'm just that's some of the challenges around that and so um I guess the best I can say is yes and no but initially yes I mean it can be a financial benefit but there's other considerations to a degree yes and you also receive less dollars per student so we receive ten thousand five currently 10 500 per student for regular education to receive just over eight so um you're receiving Less in terms of percent than you would as well but I have one different um so then well it's both of them are approximately

104which I think that was some variance so we have the number 160 on the 100. that's the individuals who signed individual homes that were on the signature so 130 specific signatures 106 specific um [Music] but it's 106 total just because it was approved the supplemental yeah yeah I think I made it was that an automatic thing or if we approve they have to go if they don't want I believe that they're all inclusive correct yeah so no matter what it'll be the 160. um so one of the slides was talking about um I guess 58 of the 196. uh phone only one of the 21 that would be impacted follows that category so we talk about performance with the lens that is very appropriate family income does a reliable of students but at the same

105time we're making a decision where we don't know the status of those students we don't know I mean we have this data but we don't know so we have to face that data that we have and the other information without really knowing um knowing what kind of education the students that would be affected have gotten accurate 21 students yeah the 21 students we don't know how they're performing correct um that is how we presented the comparison all right I mean we did it with percentages and so on and so forth but yeah we we broke down the academic data based upon all New Berlin students who reside in the Westdale School District not the 21. yeah yeah those 21 impact those numbers specifically that's correct right yeah right but the assumption would be based off

106of the statistics I know that based on social economics Advantage disadvantage that's kind of my point that their problems are doing because here's the thing and I think I've said this before a kid I have multiple kids who wanted this District who's going to be graduating from UWM with honors in a few months he's gotten a good education I know a lot of kids in the school school district that have gotten really good education um we have good teachers in our district we have good resources in our district report cards are a snapshot at one point in time based on standardized testing elas and everything else and there are so many factors that can go into that snapshot of what that day looks like and what the night before looked like and what their breakfast

107looked like and all these other things and then there's also attendance considerations on how that impacts our report cards work to do yes but there's so many factors that aren't being looked at when you look at report card scores for test scores that's my concern that's my problem I mean you can talk about performance I don't know that we have an accurate picture of Performance Based on that report cards and standardized test scores I think among educational circles in particular among teachers you probably find a lot of agreement with that so I appreciate that um it is the public measure of performance so it's the one we're held accountable to so I think that's why we lean so heavily uh on it in the analysis but I agree in the the deeper learning work we

108do that we talk about it's research that comes out of the Hewlett foundation and the question they asked is not how do you improve test scores the question they asked is what are the skills that young people need to be proficient in to be successful in life right and it includes math and reading right it doesn't mean the basics go away right so Content Mastery is the first competency area that's where we have a lot of work to do but successful young people that leave us that they're also skilled at problem solving and critical thinking and collaboration and own their own learning they're more likely to be successful in life and unfortunately none of those things are measured on the forward exam right so those are factors that are hard to put into numbers but

109um I think both anecdotally and in our life experience tell us those things really happening um just to close up that box again I acknowledge kind of where we're at there's a lot of improvement but I would also I would also say we should always be striving we'll approve the fact that the scores are bad yeah we have to put a little bit more competition all right can't talk today a little bit more focus on that area um but we should always be trying to improve we should always be trying for better outcomes for our students um I mean at the end of the day that's what we need to be doing just to piggyback off of that you know before cobit our district was really trending in a really good direction and I think

110that you know the impact of cobit cannot be understated and the impact of covet is more families that have socioeconomic disadvantage that is just the fact that's better and so yes we want to improve we want to do more and do better um that is always going to be the goal but it's not necessarily entirely unexpected that we might be lagging behind other districts which don't have as much socioeconomic disadvantage to deal with and if you look at districts that do they're in the same similar boat as us as far as the the amount of ketchup that they need to do in preparation for that so I think all that rolls together you know in it and it can't be ignored we can't just say oh it's going to get better on its own there's

111things that we need to do outside of the norm to to make those Leaps and Bounds but I think that just looking at that one snapshot saying oh we're doing terrible is a little bit short-sighted in the grand scheme of everything that goes into it [Music] yeah well I was just saying I just said too it's not just it's not just on us it goes beyond the teachers and the school board I mean it's the family that the parents you know we can only do so much you know and we're trying you know but some things we don't have control of no matter how hard we try well um unless there's any other questions regarding the petition I think we're going with the language that is in this recommendation slide so if I need someone

112to Motion in that second these are two separate motions so the first one would be the first one that we would have to vote on if that passes that that has the motion for the second piece so did you go to the last slide they realize we're doing two action items on this yes they are two actually oh I got you I see you okay so for eign to approve a resolution denying a petition to detach approximately 161 land Parcels from the school district of West Allis West Milwaukee at all and attach the properties to the New Berlin school district for the reasons presented second book that's required if someone wants a rule call we can but we don't have to apparently we have a motion in a second any last minute discussion all those

113in favor opposed right that resolution passes and I would look for a motion a second for the second part and you can just read the same thing the motion to authorize the word president to prepare and include with the resolution a summary of the rationale for the board's denial of the petition as discussed by the board tonight second motion and seconded any lesson discussion or questions on that all those in favor [Music] thank you very much all right so that ends the action items for this evening so we have a board Workshop up next I'm going to query the board do you want to add five minutes okay let's take a good recess for five minutes uh for any uh bio breaks that are needed and we'll reconvene for our workshop with that we are

114in recessed terms of expense we do have actuals for and so passing that forward a bit and starting to put that together is helpful um so some of the things we hear tonight are going to be repeats from the um the workshop we had around open enrollments that hits on enrollment Staffing and uh and kind of prelim budget pieces so we're going to jump in I think the first half is maybe not new but the second half will be kind of where we're at right so uh Workshop agenda we're going to talk about membership and enrollment Trends um 23 24 membership and enrollment fiscal impact Revenue limit calculation 23 24 Staffing projections and then really the the meet of tonight is 23 24 budget projections which are really Broken Out by revenue and expenditures um

115so this is a nice kind of a visual of our head count within the three-year membership average and so um as you can see that in blue blue is our enrollments and red is membership so they're very different and so we get funded on a three-year average for membership and enrollments is conclu is is inclusive of every student who attends our school uh whether that be an open enrollment student in they're considered a non-resident student enrollment and versus uh all students who attend our schools who live in the west sales community so the reason I show this visual is that the Gap in between the blue and the red is really where our membership exceeds our enrollment and so um that's kind of where the decline in enrollments continue so until that blue and the

116red meets really that's where the decline in membership will also stop too so um and I'm prefacing that later for the budget because there's some impact in terms of the exemptions that are going to be falling off not recurring so just a nice little visual description when we're wrapped so this is that visual broken down in numbers right so um membership is is um kind of an addition of if you look at actual here we have 1819 1920 2021 and then you can see projections and and um let me start in the left side of this chart and work my way right so we have summer school September FTE total membership FD and then the third three year average which is what we're funded on so they take the past three years and whatever your

117Revenue limit membership is um average out over the series that's the dollar you receive so um you can see here as you go across that summer school um you know it's been we saw the dip I think Amy mentioned that in a board report and it jumped back up in 2022 and so um that's good but as you kind of work down the chart you can see over time at the bottom the very bottom the three year average revenue level limit membership which is what we get funded on that's kind of the decline enrollment over the past five years and then you can see that 7702 is our resident membership this year and moving into next year there's a there's a slighter decline right 50-ish students so the decline is starting to level off which

118is good um and so the Elementary's have seen that the middle schools are just getting to the end of that and so this is kind of phasing into the high schools now we've had that discussion on school consolidation things like that um so that's kind of where things are at and then really for projections I really don't get out more than two years because Trends and things like that can change so it's better to kind of look short term on that um so that's kind of that so this is kind of another way to look at this so at the bottom here I have you know how did the loss and membership impact um kind of funding and so 18 19 we 18 to 19 fiscal year 18 to 19. we saw 145 membership loss

119which is around 1.52 million 1920 a little bit higher but you can see as I mentioned before that that trend line is getting lower which means we have the membership is is not declining by as much which means the estimated fiscal impact is going to be less in terms of the per the revenue limit dollar amount per student but that doesn't mean our total budget isn't impacted because of the exemptions that we'll get to later so that's kind of a nice picture of where we're at um but also where we've been right so the good news is that once the exemptions kind of are gone and we we start from a clean um membership that um it'll be easier to plan as a district financially um so that's that so getting into open enrollment section

120size and we've kind of hit on this a bit tonight but also at the previous meeting so we we staff for open enrollment and for every student or District based on what we call the 92 plan Max and so what we do is we literally go how many students do we project in 4k how many sections do we need well we take the number of students divided by the number of sections and that gives us kind of an average and then that'll tell you so 4K is a good example we have the desired class sizes 18. we have 300 uh projected enrollments 399 so the desired class size is going to be subtraction of the desired District capacity subtract the projected enrollment and that gives you kind of a a baseline of how many students

121can we take so this year 181 in previous years it was in the 200s so that'll continue to kind of probably level out around that number over time um just due to efficiencies um this is about a topic of conversation among the board as well open enrollment out versus open enrollment in what do those projections look like in terms of net revenue versus Net expense so this at this point of time this is based on kind of today's and I make a caveat note there that open enrollment per pupils can change in the state budget so this is what it is today so eight thousand dollars for open enrollment regular education student that would be eight thousand dollars we receive or eight thousand dollars we would pay right similarly for special education students the amount

122is thirteen thousand but you can see at the bottom of this slide here that we have around 700 of students open enroll in it is an it is kind of a rolling number to threaten your question earlier so it's kind of point in time right um and so that Nets around right around 6 million because if all those students sail here that's right at six million they don't sell here it's a little bit less same with open enrollment out but you can see it's it's kind of a you know about more than double the students open or out then in so we have a net expense there just under 7 million for that and that's based on the current Levy so we as I mentioned before we receive D for all 1541 students we received

12310 500 but we pay less than we receive so that's kind of where we we do receive a little bit of revenue for those students but not much comparison to what we pay so so then it's enrollment kind of drives down so we receive the projected enrollment for the district then we boil that down by school to figure out what our is the projected enrollment in each school to determine the section size and sections required by each school to get the number of Staff required for that school okay that's kind of the process so you've seen this slide tonight this is the the district um the school board policy around class size and so as I mentioned before we have the planned targets or planned class max and then we filter the 92 percent um

124across all schools so strategies for staff Staffing efficiencies really it's the goal should always be and this is getting back to a long time ago with our financial challenges this was the challenge right aligning your staff to your enrollment is the biggest line item budget we have for salary benefits so if we continue to do that we should be in in good shape um pending State budgets that are reasonable right so how does that look what are the strategies look like we we project enrollment we've historically done a really good job of getting that number within a percent which is um really helpful and then we forecast that out and and try to find Historical Trends so we've always seen an increase in ninth grade so we plan for that we've seen some increases now

125from 4K to kindergarten which we lost due to kovitz try to plan for that trying to make some reasonable assumptions trying to work with the city more to figure out this Development coming in what are you seeing in terms of trying to like get ahead of that a little bit because it can help us um a few years ago we started a vacancy Review Committee and that's really um due to that Dr luxman's trying to I guess fill through attrition and so we're working hard to do that not to have production enforce as much for staff which is great and then School consolidation um is an ongoing topic but trying to be efficient and and you know um be caring for that process because that is a very tedious but also a very emotional process

126for staff so trying to to be very careful with that this is a very uh complicated slide but it really kind of guides to to show you where we're at in terms of projected enrollment and where does the projected enrollment how does that dictate to um where we at or where we're at with Staffing so um my best way to go through it is to just take the top school and kind of work through the chart so you kind of see how it works so top left is Franklin Franklin currently has 11 staff based on the 2220 so in 2122 we projected enrollment for 22.23 and that said that they needed 11 staff based on 223 kids well the next the next column their third Friday enrollment came in right around to the the projected

127enrollment of 223 which is great their second Friday enrollment went up a little bit and based on their projection they're going to go to 243. so Franklin actually needs another teacher they need 12 next year versus 11. so you can see all the way in the purple column they need one more teacher okay that's kind of how it works I do want to highlight a good example of this um I think Mitchell is a good example yes so Mitchell is a good example Mitchell currently has 13 staff their projected enrollment for this year was 289. their third Friday account came in at 2 58 so it came in a little came in lower right their second Friday count was a little higher 260 and their projected enrollment's 264. so you might think at first glance

128well Mitchell's went up by six kids shouldn't we have another teacher well really your 13 staff is based on 289. so you know they're net they're not neutral for the year because you can see their average year is 20.73 without AGR and 20.3 if we cut they'd be well over 22 so we don't do that right so that's kind of where efficient the more students in the school the more efficient that school can run and that's why as you get back to open enrollment you can actually have less open enrollment students by being more efficient so overall at the bottom here you can see through the decline in enrollment which is marginal at this point um but also through efficiencies right of combining schools there's a net there's a net need to reduce 14 staff

129which we discussed doing that through attrition this year um similar to pastures too yep question looking at these numbers yep and for most of them it seems like the projected enrollment is lower than the third Friday count and sometimes it's not a lot but sometimes like looking at water which was 206 and it was 252. oh yes is that because we were Madison families were going there and that was not included yes that's exactly it and so that adds staff in that instance to Walker so we I have to look into that specifically but part of the challenge was do we remove staff from the school that the students were going to go to that didn't go to so in instances we didn't but I know we did add some supports and maybe Marty know

130more about that than me um that we we get on staff up so to speak knowing that we'd have some family start joining uh the Walker or Pershing um or we didn't reduce as much coming into this year in the budget preparation for this coming year knowing some of those transitions but on the opposite side of that we didn't reduce the schools that were declining or losing families that they would have otherwise had a role undermine those families so essentially a Long Fellow on the Madison a little less to Atlanta a little bit overstaffed right and part of it too um is at 252 with 12 staff they're still at 21. so I think having that little bit of a buffer helps but yeah this is It's a tricky year we've we've had those conversations

131with schools and we've had meetings with the schools receiving the students to try to figure out how's that going and it gets difficult because you as you get really close to 22 4K might be really high but fourth grade might be low and so that's the challenge with scheduling for the principals and so in some instances that is impossible to do and so we have to add if we need to and um you know with school consolidations in the future year that it makes the process that's already complicated even that much more so uh I'll just say that you know especially with school consolidations that are happening this next year um worry about this but I guess I'd like to keep a good eye on you know these enrollments to see if we do see

132a big change especially in the schools that are taking both students because I want to see that transition as before we like to see that transition to be as smooth as possible which I know what they understand that it's not going to be present suppose but I'd really hate to see like oh not only are we getting all these new families and new students but also now we have you know our class sizes are all bigger because we're at a higher level than we were expecting to be and we're going to have to now fight through all of that as a as a staff uh in the building when we were you know I want to see that to hopefully be a good um how many other two communities and not be like I got

13320 kids in my class that I can't you know get on top of that right yeah right and so the one thing I will highlight in Orange is really where you'd want to look here so in Orange you can see elementaries nearly every Elementary with the exception of Wilson is under 21 as an average so having that buffer in in there is I it's kind of built in with EGR it kind of bakes the cake a bit right because there's some classes at 18 some not but then if you go to the yellow you can see some of the schools are a little bit closer um but as a building they that the AGR piece is there is some flexibility there we've had some schools where hey we plan to run four AGR sections EGR

134carries over with grants we don't lose the money so we're gonna run three this year because we need to not have 18 or things like that we've been able to manage that a bit but that's a good point yeah because I just wanted to note that docky nearly doubled or was that a surprise to us or no because they opened oh remember we were building on it so like I just know this because I have a nine my kid was going in there so yeah they just opened it up to like yeah they built it up thought he changed their philosophical approach from more of an at-risk to project base gotcha amazing the students they do you know kind of that approaches yeah then this is kind of where the the complete picture here with

135consolidating schools there is some additional staff um I guess efficiencies there so that kind of shows you like where we likely could end up um and certainly not something that we are required to do but that's kind of where we've started to look at in terms of positions in schools that we you know you don't need two principles now you need one things like that and so Marty and Deidra and the team have looked at trying to through the last few years consolidating positions and having maybe you want to speak to that a bit Marty I don't know if that's something you want to hit on yeah right because that's um you consolidate schools again you become more efficient and and briefly managing carefully open enrollment to make sure we're maximizing um students in seats

136that are available allows you to operate in a way that you know produces budgets that don't have a fiscal fluff right in them or structural deficit in that let you hear headlines from so many school districts but part of our commitment in the transition and we've said this in all of these school meetings over and over again on if as a result of school consolidation it's a normal attrition doesn't provide enough positions for everybody that's being displaced we're going to make positions I'm going to use extra money to do it I think it's the only fair thing to do to teachers that are being displaced it's very unlikely that we need to make positions just because Normal attrition tells us there should be openings for the teachers that are displaced from the trees closing experience

137but I think it's a it is an appropriate kind of both personal and professional commitment that we make to the people that work for us and it and if there is an extra third grade teacher somewhere well then we can reduce class size somewhere for you just make it really clear it's temporary but there's an opportunity to invest semester money I'll support some of the achievement gains we need to make and some of the things here too is is how my brain works which is what's here right is like School consolidation you know you think um administration supports that custodial those are kind of the things that you reduce like for those positions are contracted services so Steve Eichmann and his team through attrition throughout the year instead of hiring a brand new cleaner for

138them to be reduced by contracted service for the year things like that so reducing contracted Services through Sodexo and through we have a peachy clean contract that we use so some of these aren't actual people does that make sense so that's there's no need for the service now and so things like that so I'd like to oh I'm sorry Mr Burns here again raise that one would give you that opportunity for you too it's fine um no the question I was going to have is if we do have um quote-unquote extra staff because of how this goes um I think it might be also good to look at the temporary things maybe to look at some of the opportunities in the administrative offices because we have talked about some other kinds of positions that were

139short-term that we're talking about taking up and getting stuff so rather than bringing someone new in there's a teacher that wants to get some of their administrative trainings get some more leadership kind of components to go into the administrative offices to take a short-term piece while we're still transitioning we'll go back to the classroom later but that might be also because we need some extra work done to do that plus that would offer leadership and experience I appreciate that I was just gonna say like I I like to use the best or scholars in this regard like one of the main uses is supposed to be to help with achievement and I think that reducing class sizes is definitely something that has been shown to be able to help with achievement I think it can

140help with something behavioral issues that we have I can think it can help with a lot of things um if we have smaller class sizes that someone has to work with or and or another person in a room that would normally be there so they can you know support the other staff over there so yeah I personally would encourage these special knowledge from that regard they're only here for a year after this one and so um you know I think producing class size is a great use of that kind of money so then getting more into kind of that kind of leads us into the state budget because this is the prep work that we do as we lead up to the state budget so as you all know um 23 24 is the first

141year in the states bilingual budget so it's going to carry for two years 2023 through 2025 and at this point there's fewer known factors early in the budget process that means really our budgets influx until you know really really until joint finance committee gets meets in session and that doesn't happen until the end of April typically early May so what are the what are the assumptions and so um these aren't things that I just dream up you know it's in conjunction with local area districts and you know it's the ongoing Circle debate around what do we think they're going to do why do we think it what makes the most sense to you how does that impact what are you hearing things like that so where the ongoing thought is that that something will be

142done that's kind of we all agree but we all we the agreement amongst most School District Finance departments is that whatever's done the revenue limit will be offset in the per pupil as to not impact property taxes because that's what they think the legislature will agree to so the conservative estimate this point is that um 200 per pupil per year uh would be increased and then a hundred dollars initially in per people categorical Aid that held even in the future the following year um and I'll get into Governor E versus budget proposal in a minute but then also um I think there I think there could be some bipartisan support for increasing special ed funding um So currently it's just under 30 so increase into 35 is he's asked for 60 so I think that's

143something will get done I think so that's for most districts have landed here uh additional state budget factors other other questions that are being asked I mentioned before the increase in special education funding reimbursement rate up to 60 is the current ask that would be huge for us each each five percent represents around 600 000 for us so just going from I think it's 20 and a half to 30 would be around 700 000 so it's real money for us it's a big deal um I think I I think there's some real support for 4K being fully funded I don't really see a a bipartisan reason not to do that so I think that's an option I don't know if it'll go full currently it's 0.5 or 0.6 depending on if it's full day or

144half day and then really open enrollment the school choice perspective is is is um there's a lot of support on in the legislature for more school choice options so they take I think that would happen I think that those numbers will get increased so so to be determined here really on Revenue so expense assumptions two slides here so really we have some knowns and some unknowns okay so um health insurance we have a two-year rate lock so next year is a five percent increase so you're like why do I see two and a half percent because health insurance is over the calendar year and this is the fiscal year so we're gonna see this the the back half of this year we're going to see the first part of our decrease in UHC and then

145that'll carry us all the way to January which is the first half of next year so in the five percent increase actually starts next January so half of the year we'll see the five percent which is a two and a half percent increase over the budget um Dental Brown and Brown is advised around a five percent is a conservative marker there that's historically what we've seen historically what we budgeted for um transportation is still we're still in the works here we have a contract that dictates five percent but then there's also going to be some additional buses with school consolidation so really working through what that looks like three is a guarantee at this point four is up in the air so each bus is around fifty thousand dollars so right there that would be

146150 to 200 plus the increase so that's that nwrs that already increased but that's the employer contribution piece from six and six point five five to six point eight other assumptions as you probably likely know from your own homes utilities have exponentially gone up so um seven percent um that really actually overall 15 for gas eight percent electricity one percent water and then we also took a 20 reduction in schools being better Consolidated um just because they're they're you know heat to 70 degrees you hate to whatever that is so that's we met with Steve and looked at that in 20 is what we thought was reasonable so that includes that as well um including uh at this point just for a number here matching what we had last year so in CPI that's just

147a consideration at this point but a place to start so um 4.7 School budgets funded at 75 per our formula using second Friday count um and then in this this prelim budget also includes a debt to fees and strategy which support will here on March 13th um which is around the one and a half million dollars so I'll talk a little bit more about what the debt to fees and strategy is but current projected budget using the revenue assumptions and the expense assumptions puts us with the debt to fees and strategy of just over a million and a half currently deficit without the debt to fees and strategy it's around 3 million and so to get a little bit deeper into what the debt defeats and strategy is is currently we have around um we

148we have in our budget uh expense line for non-energy efficiency 38 dead around one and a half million dollars So currently in our fund 38 account we have just over 3.7 million dollars and we only have a total of 4.6 I believe million dollars in fund 38 non-energy efficiency debt so on the advice of our our financial advisors they said hey you have dollars set aside in fund 38 if you can pay off put your dollars into a debt to Seasons fund it's kind of an escrow account for non-callable debt you actually will save a quarter million dollars due to the interest you'll earn on the account that they guarantee so it's it's an interesting strategy a lot of districts are taking part in that what that does for us from a budget perspective is

149the million dollar 1.5 million dollars in expenses that we would have had next year we won't have next year so you're kind of like prepaying the debt so it's a strategy districts are taking given the interest rates and given some of the rate locks they can get um especially with the unknowns in the state budget for us to be in a better casual position it's to me an easy win and save a quarter million dollars but you can see the difference if if we did or didn't do it so um more to come on that but that's currently where we're at and then I was like well what what happens if for some reason the legislature passes Governor proposal what does that look like for us right so this is the revenue assumptions are the

150big difference our expense assumptions really I mean they do be they do they are changed based on what they do right but um this is kind of what the revenue assumptions look like so we assume 200 in the revenue cap each year Governor ever has asked for 350 in the first year and 650 in the second year we assumed a little higher on categorical Aid he asked for 24 and 45 we asked for 100 up front it's like why did we ask for more because that's the offset of property taxes I don't think for that reason alone that'll happen because that's going to increase property taxes right so I that's thinking and then currently he asked for 60 in special education um reimbursement Aid so you can see a net surplus of just under two

151million dollars um if that budget were to be approved so then I was like well let's break it down not to get too deep into this but to show you kind of where this comes from and so I really I really want to focus um just for the purposes of this evening really on the revenue side to show you kind of like 200 the revenue limit doesn't do a lot for us and here's why okay so the first one under Revenue I'm just going to use my mouse here to kind of go under here Revenue limit reduction and this is really declining enrollment so the less students you have you get less money because the multiplier is 10 500 times every kiss well if you've got less kids you get less money right so what's

152that mean and you kind of saw the 500 000 let's the projected enrollment puts us at 600 000 right okay then the whole harmless reduction the whole harmless is a non-recurring exemption and so what that really means is last year you had a hundred dollars this year you have 80. hold harmless is 20. it's the difference so whatever your Revenue was last year whatever is this year if it's less they give you the difference right now if someone comes along and says hey you had 80 bucks this year we're gonna give you 30 more you only actually got 10 more dollars because they took the exemption away that's kind of what that is so when you see where it says Revenue limit per pupil increase 200 assumption 1.5 million it's because 166 dollars of that

153is an offset of the whole harmless exemption so if the state said we're going to give you 166 dollars more per kid we actually would be not even we lose the exemption and we'd be washed even on the revenue limit does that make sense and then also there's a second non-recurring exemption which is declining enrollment which says it's just a soft landing spot for districts as you as you need to decrease expenses due to your declining enrollment here's some additional dollars and as you level off that's the three or average in membership right so if you had eight thousand kids two years ago now you have 7 900 I have 7 800 we're going to fund you at 7 900. you're gonna be the average so as as you're as you're declining enrollment starts to

154level out this exemption number starts to decrease and really want to hit zero then you can it's easier to plan but you can see overall in Revenue um you know 200 with these assumptions and that's just around 600 000 additional Revenue so not a ton but you can kind of see where that comes from and then the except the expenses that I listed these assumptions you can kind of see in detail what those would cost um and the only one I really want to hit on tonight is um in the expense listed here you see one kind of expense reduction and that is what is called a one-time prior expense reimbursement really from the from um from DPI and so what that's for it's really interesting it's really difficult for us to plan for but

155what happens is in open enrollment third Friday we receive how many kids are open and rolled out right so that happens and that has to be reported by October 1st so we report that back October 1st and then we have the option to amend later but the amendment like the checks already written right so when you amend it it helps you in future years but what about this year right so what happens is is primarily Milwaukee we'll have students that they'll say hey they were enrolled all here well they found out in December that they moved to West Allis in July well we didn't count a membership so we amend it but then the state goes well how many kids did you not count in membership that you should have well that's what that number

156is so we received kind of a one-time expense reduction so that's why it's in the expense line I'm not revenue and that that ranges but it's it's lived the last few years here around one and a half million so um you know it's a it's it is what it is I guess I wish we could clean it up but it's nothing on our end it's really an issue and you know the magnitude of Milwaukee really I think it's the problem so overall you can see kind of expenses and revenues and uh yeah that's the one and a half with the debt the Visas please so the question that I usually go to is all right now we we know what we know assuming Revenue that's what it is what can we do okay so this

157is kind of the strategies Pathway to meeting a balanced budget essentially so really the first thing is these are conservative estimates and assumptions on pending state budget Revenue that's the first thing so as we know more like I said 5 35 in sped revenue or reimbursements goes to 40. well this just got cut in half right so as things come in we'll know more um and hopefully soon but not likely um and then we talked about Staffing so you know really keeping a pulse on having the vacancy Review Committee watch retirements and resignations and having meetings internally to make sure where are we putting positions where there's needed and things like that and trying to manage that use of federal funds Esser if we need to to balance the budget we haven't historically been doing

158that because that's what we don't have a fiscal cliff so it's been good [Music] um and then as I mentioned before actions to reduce shortfall we have the debt diffuses proposal which will be coming in March early March and then you know if need be that's where in future prior years you probably can recall really getting in these really getting into the details and scrutinizing budget line items which we haven't had to do in previous years but that's something that if you had to do that's where we'd land right if everything had a land shifted that way so um this is kind of a picture kind of an Esser overview so you can see acid one is is there's nothing remaining it's gone that the the claim dates pass at gear and then an Esser

159two and three are really the next two years this is s or two year sr3 is the following year and then uh ARP is additional um uh homeless dollars we've received through this state of Wisconsin kind of a planned projected expenses for Esser um so you can see Ester two this is kind of The Proposal we have here if that was based on the board approved plan for Esser so computer refreshes we have the teacher retention bonuses we paid out of Esser um we were able to purchase or not purchase but pay up front for leasing this year which is great the last few years which is great saving the district lots of money in terms of not having to pay as you go purchase at least up front you get a 15 reduction that's

160really great to have additional security playground equipment cleaning supplies Panorama custodial equipment and then sr3 this year um the facility staff and then um that's really where the board was able to shift dollars into fund 46 right um that's you know an option through Esser to supplant so we've been doing that to be able to provide dollars and things like that um and then learning loss that's where the math curriculum is as well and then student device refreshes Apple computer release the second one and then um the HVAC project that Steve had worked on okay next step so really we're watching at this point for the state budget um updates I at this point we have our next budget prelim budgets in early April um should we not should the state not get into joint

161finance committee by then we may we may want to through the FSC committee look at pushing it back a bit to wait until we have more knowns but that's currently where we're at watching for that information and then really as information comes to the State Building scenarios and the information kind of leaks and so we try to get as much as we can as fast as we can to build scenarios and then really continuing on uh focusing our staffing through the projected enrollment and then really getting into budging for other funds so 46 50 future 73 for an old pep retirement trust we talked about and then 80 and then identifying priority items to support in the future your industry goals and that is that's that thank you very much any questions from the board

162just a comment like I may in our community meeting it's normal to have at deficit now we've made it work every other time so I'm not I just want to make sure for people watching it it's not a thing that it's terrified right we don't pass the final budget until October so by then we would conceivably have all the information we need to do so um but yes now and in June we have to pass a preliminary budget even that a lot of times also has a deficit in it because if decisions haven't yet been made yet at the state level we still just kind of don't know you don't need to start slashing things in a panic in uh until you really know that something is necessary to be done or not so yeah

163it's a good point to make Kristen yeah thank you for that any other questions all right well I guess we'll we'll look for somebody and legislature to do something and then we can figure out what's going to happen from there and as I know more I'll continue to put that in board updates and things like that to show you hey we heard this today and that's this this is the impact right so I'll continue to put that thank you very much Mr Norris um you're a jerk thank you very much everyone