001Apologies uh for us being late. Uh we're going to start our uh school uh school district meeting information meeting for Monday uh June 8th with the pledge of allegiance. >> I alian to the flag of the United States of America and to the republic for which it stands. One nation under God, indivisible, with liberty and justice for all. >> Dr. Harris, while I fumble around my papers, please proceed with uh, you know, >> Absolutely. Um, Dr. Nicks and I are going to do the presentations together, but we have our retirement um, the most happiest people in the room right now. I really appreciate it. I always do this. Take it out of the freezer. sit down quiet moment everyone. A lot of times we gave the talk to group of people our time and I
002hope I probably. >> Okay, first we have Mick Budach. Come on up. MICK was inspired early on by his parents, both of whom were educators. The decision to follow in their footsteps was natural because he enjoyed working with children and recognized the need for strong male role models in their lives. He holds a bachelor's degree from Slippery Rock. 34 of his 35 years as a teacher were spent at Pent Trafford and 303 of those years were at Trafford Elementary School. Throughout his career, he witnessed tremendous changes in education, particularly in technology. He recalls a time when a single computer sat in the back of the classroom for student use, followed by the introduction of teacher desktop computers and eventually the transition to one-on-one laptops for both students and staff. Among Mick's favorite memories are the
003annual Monarch Butterfly projects he shared with his students. Congratulations, Mr. Nick also served as head teacher at Tracker Elementary. How many years? >> About 17 18 years. I've ever had your career because you did a remarkable job and honest >> you mentioned the staff. It's going to be that I think I'm I think you know we're pretty good to go. Um but you know what to do next. There's always stuff to do. Um it's not seeing the people that you work with 35 years. They're going to still see each other but I won't be there. So that that's probably going to be what I miss the colleagues, the kids, you know, but really the staff that >> one story you remember forever. Um >> televised. >> Um I mean I I I getting that playground
004was big and um >> you were on that committee for that. How much did you end up raising on the governor? >> It over 250,000 I think we it was the cost was ridiculous but uh but it took years to get to to get all the funding done for that. >> Um but we needed that. Um, >> can you get the mic on here? >> There you go. >> Thank you. >> So, uh, we got a playground down there. It was really nice. We needed that. And, uh, I'll remember that. And, uh, the awning. Got that awning down there, too. Um, >> you spearheaded that awning. You absolutely did. Stand up awning. Couple years in a row. You bought that awning. >> And one year, we finally said, "Okay." >> Yeah. came up with the
005best scenario and we got it. So, >> yeah. And I I can't really think of one particular moment just there was a just a whirlwind of I I will say I enjoyed enjoyed my time. Um I I was fortunate enough to to work in a in a good district and never was, oh, I got to go to work. Oh, it's going to be Monday. Like that that those thoughts never came in my head. I was always eager to go back in the fall and and ready for Mondays. So that's that says something that you know I I never dreaded going to work. It was it really wasn't work. It was more it was good good fun good times. I missed that part too. But um but it's good. It's good. Feel good. Feels you know
006to get to the end too. So >> your daughter's a speech. >> So ironically at a school board meeting right now in New Philadelphia, Ohio, they're announcing her as a permanent hiring. >> Congratulations. >> Yeah. So, it's kind of ironic that that school board meeting and this school board meeting at the same time. One, I'm retired. She's getting >> So, we have all that stuff to look forward to. So, thank you very much. Your dad was awesome. >> I hope so. >> You will be amazing as well. I'm sure you will. A great role model. Thank you very much. >> Okay, up next we have Mike Cleland. Mike credits Mike credits his fifth grade teacher at Trafford Elementary Elementary, Mr. Stanley, for inspiring him to become a teacher himself. Mike earned a bachelor's degree in
007special education in elementary education from Slippery Rock University and spent his entire career serving students at Trafford Elementary and Middle Schools. Throughout the years, he found joy in the unpredict unpredictability of teaching, appreciating that no two days in the classroom were ever the same. Mike is most proud of helping students with disabilities learn, grow, and develop the skills needed to become successful adults. Congratulations, is a lot of people come into special education, they take a job, they jump out. How many years are you in special education? >> 33 here, 37. >> I was wrong. He has never left. And that's I give him great um great consideration for that and admiration because that is a very hard field. that you have you are needed or so needed. Your experience really shows you made a difference
008numerous amount of kids. The amount of kids you observe going and now you're also a softball coach. >> Oh yeah. >> And your wife still teaches. So >> she does payroll. >> And your daughter teaches where? >> Over nor >> same thing I do. She was actually good to watch. What are you going to miss the most? >> I'll tell you what. I'm not holding camera. No offense but um all the paperwork that's involved is very time consuming and it's very um it's needed for the job which I understand um but takes a lot of time a lot of effort a lot of um researching back and so on but that in fact helps you to learn your kids which is something that I don't remember um probably biggest thing is when you see the
009kids after they graduated high school and college um and you see them out community when they approach you and hey Mr. Cleo how's it going you know so they don't shy away they still come back and they um say hi say hi so that means a lot I do want to give Nick some credit so in 1976 76 we moved to pen traffic and um at the time I really didn't know what else to do >> and um So we happen to move into Bwood which is the same neighbor and actually next door neighbors. So spent a lot of time with Nick. We did a lot of things over the summer together. >> You work for movie trucks? >> Yes, I did. >> We went on the road together. >> Training ground for our teachers.
010>> Right. >> Put the microphone up. They want to hear that microphone. >> Don't want to miss >> went on the road. It's >> perfect. >> Is it okay? >> So we went on the road together. um taught me a lot of valuable skills in the moving business which even up till last summer I was doing that a little bit but Nick you know in that time in the truck cruising down the road I don't know what I want to do he said why don't you be a special ed teacher >> because that's what he was at Norwin so I said yeah why not give it a shot so I went on to slippery rock was only going to go elementary once again went home for the summer he goes get your other degree too
011you may you know make yourself more marketable. So, uh, Nick was a big inspiration on guiding guiding me to where I'm at now. And, um, I appreciate that. Nick, >> how long were you a special? >> You last 36, too. That's it's >> He's also the uh Mike is the my five grandchildren. He's also godfather of my uh grandson who plays football at Case Western. >> He's a Him and my son were close friends. Yeah, they got along very, very well. He was his whole family, his mom and dad and brother and sister. They were all We had a very nice neighborhood. We had Lamont and Peggy Moore on the other side. You remember Peggy Moore, if you can recall her? >> Yeah, she was on the other side. >> Yeah. >> Hey, Mike, if
012you can't fix that so it don't break. I know. Michael was also excellent worker. he didn't do to follow me is I wanted him to drive >> and he didn't want to drive. He he he was satisfied with laboring but he would have been a he could equal me with driving over long distance and also uh making a nice buck on the summertime. He still made good money. He did real good. >> Mike's not afraid of real. Thank you so much. >> I should tell you how we hired him though too. You forgot this part, Mike. Is that uh Debbie Clon was looking for a special education teacher and I just told her there I says and he just came down. Did you come down and see N or something? I don't know what the
013he came to the front porch and he was there and and Debbie said we need a I said we need how about how about a male? I said, "You know what? Hiring all these females. You know how I feel about hiring male teachers because we they help with discipline, especially in the senior high and middle school." And I says, "Uh, I have my next door neighbor." I said, "Hell of a kid." I says, "Um, you got to give him a shot." And she says, "Okay." And he come, I don't know how that time worked. I says, "Mike." And I says, "I think you just got hired." And he and I we talked about two months ago or three months ago. I says, "You got hard in the front my front porch." And he said, he
014says, "I do remember that now." And now he's been he's been a great hawk. I'll start by saying that was 34 years ago, but it was very good. Very happy. >> Okay, we'll give Mr. McCracken a second here. Wonderful. Okay, up next we have Mr. Tom Monzo. Tom began his career with Penn Trafford in 1993. Throughout his tenure, he taught at Trafford Elementary School, Sunrise Elementary, Penn Middle School, and most recently Level Green Elementary School, leaving a positive impact on countless students and families. He holds an associate degree in liberal arts from the Community College of Alageney County, a bachelor's degree in elementary education from Cal California University of Pennsylvania, and a master's degree in education from Indiana University of Pennsylvania. When asked why he chose to become a teacher, Tom shared a belief that
015guided his career. Teaching is the profession that creates all other professions. To me, there's no more important job in the world. That's amazing. Wow. Congratulations. teacher that's taking a big risk too many people. >> You also were a professor >> 20 years of university >> and what did you always teach? Um there were a lot of continuing education classes for teachers act 48 classes. Governor Tombridge came out with act 48. I just became certified so perfect >> 20 years. Like I said you also also during your 30 some years you also wor >> emergency medical which is what you're going to now. You might be throwing up in your house. Totally not. So he will be doing that and I give you a lot of credit for I know very happy and Tom is a
016helper he doesn't do anything that doesn't involve helping people think about the university about teaching about helping anybody he is not afraid to give himself give up his time itself and help anybody in need Um they've already taken care of lower grading all the different she got fish outside during the winter holiday the winter snowtorm everyone we went to every school and when I got there Tom was one of the only teachers working even it was online he was there he was worried about the pond he was worried about the fish and animals made it I already missed what is your What are you going to miss the most? >> I'm going to miss riding to work with my daughter who was hired as a teacher. >> We've been riding to work together since she
017>> was a long time. >> Very, very long. >> You're going to miss that. also miss the glory years of seeing my son be a captain on the football team for Pen Tra and he's on the verge of becoming a captain this will be third time >> this is the third time and I'm very proud of him of course your very proud as you always say things about I don't compliment they come with me. So that's one of the things I'll miss the most. I'm sure I'll still be here. and your best known. >> Well, Mr. Patricia, you might remember this and Mr. Bud 1993, we built a greenhouse in Trafford and involved the whole community and raised a lot of money and I really think that helped propel me into getting a full-time teaching
018job. And I had some cutting technology back then, making a video on VHS tape. That was high that was high tech at one point. >> The guy that did my wedding video that had some Kenny G music and I really think that that might have been the deciding factor. So I do thank Mr. Patricia. I know he's very instrumental in getting me hired back. >> You did a good job. >> Thank you. >> And you have this And you can always >> up next we have Miss Carol Palmer. >> Oh, she's not here. >> You ask what? As school board members, we get to off the cake. >> Okay, >> one of our high school teachers very well missed the portrait for us and everything. >> Okay, next we have >> one second tip. Even
019though she's not here, you can still read them. >> Okay, we I we have more. I could read them all. Carol spent several years working in the business world before eventually following the advice of one of her own high school teachers who had suggested she pursue a career as a business educator. She earned degrees from WCCCC, Indiana University of Pennsylvania and Satan Hill University. Carol joined the Pentraford School District in 1994 and spent all but two of the ensuing years teaching at Pentraford High School. One of her most rewarding aspects of teaching has been hearing from former students who reach out to share updates about their careers and how the skills they gained in her Microsoft Office classes continue to benefit them and the workplace years later. So, congratulations to Carol. >> Oh, that's great.
020>> Thank you, Tiffany. >> Thank you. Okay, up next we have Mrs. Tamara Patula. Tamara has dedicated more than three decades to the students of Penn Trafford, focusing on the importance of reading, both as critical life skill and a lifelong passion. She earned both bachelor's and master's degrees in elementary education at Pitt and certification as a K to2 principal at KU. But her passion remained in the classroom where she chose to spend her entire career as a teacher after joining the district in 1994. For the majority of her tenure, Tamara taught at Mcculla before moving to Trafford Elementary School for her final years. Reflecting on her career, she noted while that technology, inclusivity, and social emotional learning have transformed education. The importance of strong relationships and believing in every child has remained cons has remained
021constant. Teaching continues to be both a challenge and a privilege and I feel fortunate to have been part of this profession for more than three decades. Congratulations tomorrow. You always no matter what you're always learning. very good and you're very passionate about what you're doing. Your kids didn't go into >> my daughter and my son What are you going to miss the most? >> There's so much you know over the years ago love Um I I just miss I miss the teachers that I work with love and the other people. >> Yeah. earned a position there. didn't know anybody and very tough people come and say what do you have to do then to be a super moment it's a process it's not easy and I don't have and then if you go across the
022state or grow across the city you got hire I was hired over the phone and I was interviewing >> your favorite Sorry. >> There's a lot of good stories though, >> especially Dear Valley. >> Your help is good. >> We're passionate about that. AND >> CERTAINLY NOT LEAST, absolutely not least, Jim Simpson. Jim dedicated his career to helping students become the very best versions of themselves. He attended IUP and the University of Pittsburgh, earning a degree in secondary mathematics and a certification as a K to2 principal. Jim joined the Pentra School District in 1999 and served in a variety of leadership and educational roles throughout his tenure at Penn Middle School, Trafford Middle School, and Pen Trafford High School. Among his many accomplishments, he considers being named principal of Penn Middle School in 2008 to
023be the proudest professional achievement. So, thank you, Jim. Congratulations. Jim data curricular knowledge leadership skills were impeccable. I also say behind all of that his work ethic drove every one of them because Jim is not afraid to work. He's not afraid to hustle. He is not afraid to put the hours in. I would go by Ted Mill so many times on the Sunday night his office life would be open. He would be the first to call in the morning if something was wrong. He last to call during the day if something he is not afraid to work. If there was a parent, even though I know that I would call Jim and say, "Jim, what should I do?" And he would never care what time of day it was. He really put a great deal
024of his time, his energy. His wife, yeah, that job and he cared about every single account. And that's why he always gave them extra. He looks he did a lot of investigating, a lot of research, a lot of input before he made a decision. He was not going to just make something on the spot because he really cared about the right decision. All of that together was also profession. >> Um, seven. >> Seven. Are you still working? >> No, I that didn't fit with my where I wanted to go. >> So, you retired from here and >> Yeah, we kind of Well, I don't know. I think they now today we're shrinking our staff. So, I think I kind of got laid off. First job I ever got fired from right No, it was good.
025That was not part. >> Thank Thank you for saying that. >> And what are you doing? >> A little bit of this uh some educational consulting. Um and there's opportunities there, but you got to be it's got to be the right one. So, I'm able to pick and choose things I want to do. >> Mostly tutoring. I've done um like if you can do high level math tutoring, you know, you can you can go on for an hour and it's nice and talk. Had to bust out my old calculator book, but uh it's it's really nice. I is that something I'm missing is um people. By the way, I had opportunity to work with every well her children went to my building, but that's what it's about. Our kids and these people here and that
026made my job easy. The teachers I did work with and spectacular. I I can't say enough. I appreciate your words. Uh Dr. Harris, u you know, we've logged a lot of time and people in the room, everybody here, and hopefully it's all been good times and any any negative experience for me. I apologize up front. >> Just being me. >> And you have a lot of energy. and Jim also is fortunate enough and we're fortunate enough that we have his daughter working. >> Yeah, she's she's smart. She probably is. >> What is your um biggest best story you're gonna I don't want to bring it on down, but well at Pen Middle School, I lost two staff members and a student there. And um we are at our best as a board, as administration, teachers
027when times are at their worst. You really are. You know, you think about, you know, think about some of the toughest times. We've had numerous conversations, you and I. You know, CO was really tough on everybody and and and different times. I don't want to start mentioning times that PE Middle School's mentioned on that on WTE and KDKA. I might have a shoe incident in there, but uh you know those kind of times, you know, it was just the the daily charge. I do miss that of like you are harnessing and and controlling that which not can't be controlled. You know what I mean? 600 kids, 40 teachers. There's going to be bumps in the road. Um, I miss that energy. I do miss that. I miss some of the calls. I don't miss safe
028to say it's a word I don't we don't use in our house anymore. Safe to say, but um all good. I really uh I want to thank everybody here um for the opportunity. Um again, I didn't mean to be bringing a downer, but again, when we things are tough and you know, that's when we come together, we're at our Um, I do want to thank Dr. Joe Morassi, Senior, Dr. Debbie Colon, who really gave me a nice start. Um, but it's been great working with you. Uh, you've always treated me as a professional colleague. Everybody here, uh, it's been a great ride, but it was tough. And when you say we're at our best sometimes when we have to think about it, all of us became educators, people who work with kids and school members,
029we have But we love doing this when the tragedy comes out and disagree. We've had some of our best on that Everyone else your first day of school. Enjoy your piece of cake. Think about the rest of us and remember each and every day. You're not going to be more than >> Hold on, Matt. Aren't you going to get a picture? >> Yes, I do need a picture. I promise. I was just about to jump and grab them. Thank you. I appreciate that. >> Oh yeah. really scared. I was sneezing when I said it. One more focus. Well, I know. I don't want Enjoy every second. >> No, isn't tomorrow. Is it tonight or tomorrow night? >> Tonight. >> Oh, I thought it was tomorrow. I hope he works out. >> We're going to do
030the roll call. Mrs. >> We're going to do the roll call vote because there is a voting for tonight. So >> um Mrs. >> Yes. >> here. >> Dr. Klein >> present. >> Mr. Kassic >> here. >> Dr. Kosko >> here. >> Mr. Leonard >> here. >> Mr. Matarazzo >> here. >> Mr. Neck >> here. >> Mr. Otto >> here. >> Mr. Patrusi >> here. >> President we have a quorum. >> Thank you. >> And then we had >> Matter. Do you have anything for the special reports for CWCTC? >> I'll keep it real brief. Um, the meeting I just had last Thursday, we have a we the CTC, >> formerly Vote Tech, we're up to over 1,500 students. We're growing exponentially. In fact, we had 800 600 I'm sorry, 800 applicants for 600 positions.
031There's people that want to get in. Uh, they're actually adding a new building for power lines. We have 19 courses going on. Just an example, electrician occupational technology, health occupation, HVAC and steam fitting. There's a lot of opportunities there. And the other issue was approximately 85% of the kids when they leave vote, approximately 60% of the kids already have a job. And out of that 60, then there's another about 20% that are going on to further education. Then another 5% are going into the military. >> So people that are leaving are leaving with something to do. It's not wasted time. and we report to the school because you know we do pay about 6,900 know administrators you might know if the cost has gone up but we have 120 I think we're up to almost
032130 kids from PT right now going to vote so it's a part of our budget it is a big part and we're encouraging it not discouraging it so it's cost us more this year than it did last year because we had more students going and I'm saying I applaud it because I'm happy that we do thank >> our budget I 100% agree with you we Florida, we did have a $190,000 increase in our budget because we had so many more kids >> and um just but we do applaud them going but it does impact. Uh we did have an executive session prior to this meeting at 5:15 to uh receive information on personnel >> and under information yeah information we did the retirements already but we are also going to have a presentation by our
033new business manager and she's been doing several of these this year Rebecca Rodriguez and I know I have to move because the screen is right behind me so any of your guys away. >> Don't lie, Lou. >> I have it on my screen, so I'm good. >> Yeah. And you all have the handout in front of you as well. Um, but thank you for your time and attention. Um, just a little bit new, but this is the proposed final budget for our school district. And I want to thank you for your time and patience as we work through this process together. But as you can see, the proposed final budget expenditure number is 71,635881 for the 2627 school year. Um the first couple slides are just a repeat. And again, good news, great news. We
034have a great report card. Um we are first academically in the county as a reminder, top 3% in the state achievement, and we are the second lowest spend per pupil in the county. And we deliver effective, efficient, quality education. Our millage rate is the seventh lowest of the 19 districts in West Morland County and we have 3,887 students that we're financially responsible for. The next page is just a reminder um about the school code chart of accounts. So when you're looking over things, it's just a layout of the function code and what they mean instructional versus building purchases. And then the object codes from 100 to 900 is your salaries, benefits, and other things. So that's just a reminder for you. Uh our budget timeline, we are still on track and on time. The star
035identifies today, June 8th, 2026. We are here and we are one week away from approving our final budget adoption for the 2627 school year. And then in the next slide, um just a reminder about the process that I used um with administration to get through this first budget here. Reviewed three to five years of actual spend per county. uh sorry per category for both revenues and expenditures to identify the trends proposed for the budgeted amounts across all the categories and then aligned our budgeted expenses with uh pursuant to the chart of accounts for where we're actually spending the funds. Our salaries and benefits are contracted at 74% of the budget. Our building supplies budgets have been held flat and our state mandates continue to be curriculum, special ed, security, cyber charter and increases in those
036categories um have come through based on the students we have and the um the needs that we have in our operation budget. So the next slide in front of you is our deficit reduction since we last spoke and since I last presented on May 4th. So our deficit initially started at 1 584 million and it has decreased 631,862. So the slide or the on the left hand side of the chart shows you the progression from the 1.5 where we started down to the current deficit of $953,036. And then on the other side it shows you the revenues increased um 334,000. And then you can see the expenditures. The yellow of the 71,932 is where we started and we're down to 71 million635881. And that's a decrease of 29728 since May 4th. And those were the
037cuts that Dr. Harris um proposed and we discussed and made cuts to the budget from the May 11th meeting. So then the next slide just shows you the budget deficit progression. As I stated, we were at 1.584 down to 9536. The increase in the revenues of 334,000 were the assessed property values based on current millillage and based on the ST market values in the state system. And then the expense decreases total $297,028. And those decreases were from a retirement and resignation. and then also further expenditure cuts which is eliminating two bus runs and then we reduced some purchased services. So the next slide takes you through the revenue. So our local revenues increased $349,66 and that was again in the property assessed value per the state system uh resulted in this increase. And then the
038state and federal decreased by $14,772. The decrease is the offset in retirement and social security subsidy due to the retirement and resignation um replacement because when we remove the expense, we also have to remove the revenue subsidy side of that expense. So that is the net. Um there was no change in the other revenue category. It's still at $280,000. And that's a reminder for you. That is where the admin lease uh building rental is uh structured in our revenue. So then we'll talk about a little bit further about the expenditures. So the breakdown of the $297,28 the retirement and resignation not replacing equaled $125,742. eliminating two bus runs um saves us $116,364 and then we reduced purchase services from St. Vincent and Adelfi and those two total 54,922 out of that 54,000 about 34,000 of
039it is um Adelfi services and the rest was Saint Vincent. Um so those cuts were made to the purchase services in those respective categories. So then next the summary revenues and expenditures. So the new proposed this uh the section on the left with prior years is all the same as it was when we presented May 4th. I just updated that the category titles for you. the budgeted year, the budgeted expenditures, and then the budgeted revenue surplus or deficit um that was passed that year. And then as you can see, the new proposed uh revenue of 70,682845 is an increase of $812,650 or 1.16%. And our expenditures are 71,63581 and that's an increase of 1.681. 6811 1888 or 2.4%. The revenue uh total there is without a tax increase. So currently that shows the deficit of
040953,000 um dollars that we're going to have to work through as a board um to balance our budget um to move forward. So then our revenues, the next page will show you the summary. Our local represents almost 39 million. The state is about 31 million. Federal is the same at 573,080. That's our title funding. And then the other category function 9,000. The 280,000 is where the lease revenue for the admin building is placed. So the grand total of 70,682,845. And then the next slide just shows you what percentage that is. So you can see the local share um that we're providing for our expenses is 55%. The state share is 44%. Federal is less than 1% and our lease revenue factors in I think at like 0.12%. So um it's factoring at 0%. The next
041page again goes over the summary of expenditures. The only change in this slide from May 4th is that the cuts that were made, those reductions to expenditures were hit on the instructional in the function side and the object side to now equate to the new math. But we're still at 74% of our total expenditures are salaries and benefits totaling 53,260,733. And the next slide also is just the reminder of 33% of our budget is for support and 59% is instructional. So those two together are 92% for instructional and support. We're spending 3% of our budget in athletics and extracurricular activities. And then 5% of our budget is in our bond debt service, which is our principal, our interest, and then also the funds that we set aside to transfer to capital projects to um do
042the capital projects that are on the list that the board chooses to do. The next slide, I know it's hard to see and read, but this is just a summary of all of the different um function codes from regular programs the whole way down through budgetary reserve. It gives you the actual spend for 2425, the budgeted expenditures from last year 2526, and then the budgeted expenditure proposed for the upcoming 2627 school year. It gives you the percent of the total expenditure budget an increase or decrease that has happened resulting in the cuts uh the retirements and then also aligning our spending with the chart of accounts and where we're actually spending uh the funds and then it gives you a percent increase or decrease over the prior year. Um I'll just call out the oh
043where's it at? So like the votech education as you can see the 2425 budget was 581,000 that's what we actually spent. Our budget this current year was 735,000. Our budget for the upcoming year is up to 926,000 a 1.29% increase over last year and that um is because of the extra students that will be attending there next year. So just a recap of those. Um, not much has changed from the May 4th slide, just the cuts that we discussed, um, which is the bus being removed, two buses, sorry, the retirement resignation not being replaced, and then also the, um, Adalfi and St. Vincents. >> Rebecca, I have a question for you. Can you go back to Y, >> you may have already stated it. Sorry if I I didn't hear it. 52 or 5100 debt
044service. >> Yes. >> As you can see, it's dropping every year. >> Yes. Is the is the difference between each year or I know you just started this year. Is that going into the uh capital fund for for future building projects? >> Yeah. So >> that's not going to go in the general uh fund, right? >> No. So if you can see the fund transfer um function 5200. >> Okay. >> Was at 580,000. It's now budgeted at 736,000. So as the debt has dropped off, I increased the fund transfer to capital project reserve. >> Okay. I just >> Yeah. So, we're still maintaining that level. Um, and that ties into our next slide. So, good shout out. Yes. >> Just under special programs. >> Yes. >> The increase is 1.3 million from last year. >>
045Yes. >> Just curious what's in there. That's >> 10% increase. >> So, special ed um that is all of our special ed and I needed to move our cyber charter tuition students back into 1200s. it was in the regular ed section and then also moving teachers that are actually teaching in special ed. Um so that's just alignment to where the actual expenditures are. Um plus then the increases with their um salaries and things like that, but the bulk of that was um the cyber charter tuition piece because it was all under regular. So I needed to sub >> sub that out based on actual, you know, where we're spending it. Any other questions before I continue on? Thank you. So, um that leads us to the next part about considerations and what we need to
046think about. So, and as um Mr. Kachic said, our debt service. So, the current budget reflects um a little over 3.3 million which includes our capital projects. Um our adequacy funds. Will the state budget pass and will they increase our adequacy funds $397,000 and then our admin building lease revenue? It's included in the budget as revenue to offset expenditures. So our current fund balance that was audited um by the auditor and submitted to the state had us ending last fiscal year June 30th 2025 at a little over 6 million 6,72,15. Um the maximum unassigned fund balance for um per the state is 8% and based on the expenditures last year that would be 5,717,556. Um a goal that I have set for us um should be closer to 12%. And that would be 8,57635. So
047the next slide again is a reminder. Our audited fund balance, the column in yellow is the beginning fund balance of each year. The column in red is where we ended and then the blue line that goes up is where we should be based on our goal of 12%. So, as you can see, we've been consistently spending our fund balance and it's been decreasing um which means our expenditures are more than our revenues um over the last four years consistently every year. >> Question. Sorry. >> Yes. >> To get to 12% though portion that have to be would have to be assigned though it not >> what's Yes. >> Because you're only allowed to get to 8%. >> You're only allowed 8% unassigned >> which we're over that. So, we're meeting that threshold but just not
048meeting the threshold for unassigned. Right. Correct. Well, we're at So, we have that six million and we have our unassigned and assigned budgeted. So, you can go over that to commit funds for building projects or one-time purchases. >> But yes, >> excuse me, in case people are listening to what is a fund balance? What actually is fund balance? >> Your fund balance is what you have left at the end of your fiscal year, uh, revenues and expenditures. So, >> it's basically your savings account. >> It's your savings account. It's what you have left after you pay all of your bills and your liabilities, your assets, and your revenues. And that's what you have left based on once you pay all your bills and get all the money in that's due to you. And that's the
049snapshot in time every June 30th when we get there. And then we do our closing of the books in July, August, and September. Then we work with the auditors in October and then send it to the state in November. >> So that's our snapshot of time of where we're at. >> Thank you. So, it is our savings account. And because you have a savings account, you're fortunate because then you can sustain your summer payroll and benefits and all of your bills. And you don't have to go out and seek funding or loans to pay your bills when you're in that dry area where you don't get your property tax real estate until September, October, and the state funds don't start flowing in until the end of August. So it's a sign of fiscal responsibility to
050have a fund balance that can cover catastrophes unexpected. >> Yes, it is. >> This can you go to the uh >> next there? >> Does this include the 33 from the capital funds? >> Um the the fund balance? >> No, the the the debt service money that we're moving over for future capital projects. The debt service of the 3.3 million is part of our expenditures >> in our budget. >> Well, we're maintaining it >> being. >> Yeah. >> All good. Thank you. >> Okay. You're welcome. So then that takes us to the next slide. So, based on our current the current estimate I have for our ending fund balance as of June 30th would be $5.5 million. And my recommendation is and this recommendation is if we uh don't raise taxes at all, but based
051on our current 5.5 million estimate, um I'm recommending that we assign 2.78 billion of that and then unassign 2.7 million. The 2.78 million for assigned is specifically for the district's pension liability, a portion of it, health care and other post-employment benefits. And that 2.78 number um comes specifically from our audit report that shows that is what would be due in one year for um things that we would have to pay immediately if something catastrophic were to happen. So, I felt it was important to assign a number that actual had um fidelity based on a real number from our um audit instead of just throwing out a oh five and a half, let's do three and two or let's do 3.5 and two. So, I wanted to be able to fiscally do that to represent something
052that is real a real number of debt that we owe. Obviously, our pension liability, our healthcare liabilities, and things like that are astronomically larger than 2.7 million, but that is the number based on our audit of what we would owe um in one year for our bond, our principal um and also our postemployment um benefits. So, I just wanted to be able to fiscally tie it to a real number um to not just throw out a number because you could make up any number. >> Yes. >> So, So, so I understand you correctly, the 8% that we talked about before, none of that's assigned. >> The 8% >> of the 8% the six million that you referenced earlier. >> Yes. >> None of that's assigned already. >> Well, no, it would be, but it's assigned
053each budget year and each budget year is its own budget year. >> Understood. >> So, like last year, um, uh, Mr. budgeted $4 million as the fund balance and I believe 2 million was um budgeted as assigned and 2 million as unassigned. >> So you have to reassign it every year. >> Every year. >> Oh, I didn't know she thought once we put it in statement. >> Yeah. So you're assigning based on Well, and you're also assigning based on the flow of that and your board motions. So if you vote as a board to utilize, you know, say you had a roof that you need to repair. So that it's a moving target, but that's the budget of where you're starting and you're just telling the state that, you know, especially if you're going to
054raise taxes that you have an assignment for your savings account that it's not just sitting out there with no purpose. >> So, and I did give you the definitions based on the code. The assigned fund balance obviously is for specific items that we owe. And then unassigned means this is the spendable resource that is not assigned or restricted. The maximum allowed by the code based on our current expenditure budget is 5 million738870. And that unassigned fund balance, you as a board have full authority um over the next year to vote and use that if you would have, you know, a disaster or something happens or you needed a new whatever it would be. you would have the authority to use that because it's unassigned. To use any of the assigned money, it would have to
055fall into the things that are allowable by code. >> So, our unassigned I'd have to do the math. I don't have a calculator right now, but I mean it's really it's about 50% 2.7 2.7. >> Yeah. >> So, but I mean as a percentage of the actual expenditures, I'd have to get my calculator and do it. >> But this This is within the unign. >> Yeah, it's not the% >> well it was 2 million and 2 million almost 70 million in expend >> that is not any mills at all. >> No, >> correct. Yes. So that number will change um dependent upon your vote as a board um for a millillage increase um if you choose to do so. >> But I just wanted to give you um current numbers of where we're currently at
056because I did not want to presume or assume what mill or mill you may not want to increase as a board. So that is the number with no increase. Okay. So then the next uh slide is about our debt maintenance for our current bonds, principal and interest and then future projects. So um I re reviewed and researched and spoke with our PNC bond council, but our highest level of bond um debt principle and interest that we maintained as a district was $3 million. Our current bond and uh budget of bond debt capital project transfer I'm sorry I'm getting tongue twisted up here is 3 million 301,422. So that is the current money as a total that we have set aside in our budget to pay our principal on our bond, our interest on our bonds
057and then also about 700 I think it's 736,000 is what is budgeted for capital projects transfer. I maintained our debt service at that 3.3 million um by moving that money into capital projects and you can either transfer it into the capital projects fund to do active projects or you can transfer it or direct me to transfer it to the capital reserve as a holding spot um until we're ready to do another project. So, but those two total the 3.301 million. So, we are not losing our debt level. And then if you remember from the information that was shared with us from PNC bond council from Tony the city, if we would need a new bond or want to do new projects and any of those projects in total, the uh ceiling that we could comfortably
058go to with our current budget and revenue scenarios and things that are coming would be a $43 million bond. That would put our debt level at 3.5 million. So, we're about $200,000 away from that currently. Um, and it is doable to get there, but just keep in mind if we would choose to do future bonds around that total, then we would have to cease the capital projects transfer of active projects and you would have to roll that into your bond or you'd have to increase that expenditure line and then have a bigger deficit and raise more money that way. So >> that's like about 300k is what you're saying right now. >> Well, right now we're at 3.3. So we're about $200,000 away from that. >> No, I get I get that point. I'm saying
059what are you rolling over into the capital projects capital project? >> Current debt that's coming off the books. >> Yes. >> That's around 300k that we're shedding every every year. >> no, this current year. I'm sorry. I just don't have it memorized. >> It's okay. Okay. So, the current year we um dropped 181,868 which was in um principal and interest and I increased our fund transfer to capital project to 156,000. The difference of that of about $20,000 is the difference in the plan con subsidy money and revenue that we won't get. So again, if we um if taxes are raised and we have a surplus, then we could take that 20,000 we're losing from our uh plan con revenue and supplement it that way. But still, even with we're still $31,000 above the debt ceiling
060that you maintained um for your debt. So we're in a good position and we're in a good position to put ourselves at a 3.5 million debt level. So that depending on what projects you want to do and how you decide to move forward, there is room to do that, >> right? By essentially putting less than a mill toward future building. >> Yes. >> Basically, what you're saying is if you do that, that sort of reserve that you're putting away for immediate capital projects >> isn't included then in that money. >> Correct. You would have to increase from there. So if he wanted to, but most >> what do you have sitting in capital outside of the debt? So right now in cap reserve you have about $100,000. I think it's about 98,000. And then in
061capital projects currently there's I believe 732,000ish. >> And then out of that um as a board you currently approve to use about 500 between the EAS project, sorry, the Ephus project, the pen middle cafeteria floor. Um and then the one more I'm forgetting. There is three. I think you're >> But anyway, I I see what you're saying. >> That's the >> which is totally not connected to the debt service coming up. >> No. So, the debt service coming down that 180,000 I increased our capital project transfer by 150. We're off about 20, but I did it that way because the plan con help from the state is going away by that 20,000. So depending on what you vote and do, you know, if we have that surplus, you know, we could as a board say,
062"Okay, we want to add 20 more to that line and that would make it 21 and some change." >> So basically get us >> to a $43 million project. be roughly another 200k >> or really it's probably like more 350 because of the money that debt service right now that you're floating in >> that goes into >> possibly >> somewhere around >> but if you did a full mill >> you'd still have money for capital projects se the 700 and change >> it's in there >> and you'd have enough to hit your your uh 3.5 expense every Right. Am I saying it correctly? >> Yeah. If you do the tax increases that you need to do. >> Yeah. >> Depending on your goals and where you want to go. >> Right. If we wanted to
063mention new categories, new capital improvements only. Where would you how would you place that? So that would just be in capital reserve and you would just as a board as a board each year the only thing you're doing that impacts multiple boards beyond you is if you're doing a bond issue um every year you as a board collectively say you know we want $300,000 moved to capital reserve and we're not touching it but then when the next board comes in or the next board comes in the only authority that you have is in that if you do a bond That's 20 years, 30 years. But as far as, you know, setting aside an earmarking millage, that's not how it works. You have your revenues and expenditures and whatever you're voting on this year is how
064it does. But we can put money there and not touch it as a board collectively if that's what you want to do. >> Well, then it would compound then every year, right? >> Yeah. I mean, if you leave it be >> Yeah. >> Yes. But >> the thing like I learned today is that every year assigned and unassigned need to be reforcasted. >> Yeah. When you go that every assigned and unsigned, then all of a sudden a roof repair comes up. A couple hundred thousand it goes. Okay. We ask what where where it went. You know, that's like we've got that $300 some,000 for the um um >> building. Okay. Then we had to put $400,000 in a tennis court. >> Okay. So that you know that's why when something's saying only on there this
065way we can't. >> But it doesn't stay there is what I'm saying. >> It won't stay there though. That's the problem. >> But how we did it when we now Scott that's not true because in the '9s when we put aside nine mills in five years we didn't touch it. >> Well because the board at that time decided not to touch it. If the board changes >> then superintendent also. >> Yeah. But if the board changes what she's saying right now, I always thought when it went into a sign, you couldn't touch it. >> Every year it gets re reed and re >> and we and we used it again in the teens when we renovated this building. >> No, I agree. >> That was the same money. >> Becky, am I saying it correctly?
066>> Yeah. The only >> you can't leave it it in perpetuity there unless the board never changes. >> Right. And the new board agrees. If >> you do a bond, if you do a bond issue, we're talking, right? It's got to be in a bond, right? >> That's locking in. Every year when you do a budget, you are deciding on your revenues and expenditures and how you're utilizing them. And you know, are we going to have a balanced budget, which I advocate for. Are we going to have a surplus budget? I advocate for that because I can tell you as good as we all are in this room and the best intentions that we have, the best light budgets that we have, one student can walk through the door. One roof can blow off. Like,
067>> you know, I don't have a crystal ball. So, everything I'm giving you is my best educated fiduciary responsibility to communicate factual information in a snapshot in time right now. So, it's important that we function in a balanced budget with a surplus. Something that we haven't or I haven't seen it yet, but something I'd like to get us to is in addition to having a balanced budget, part of our expenditure line also needs to be having a budgetary reserve or a contingency fund as part of your expan expenditures. So that if you have an expense that comes up, whether it's curriculum, a mandate, a new student that comes in that needs excessive services, you have that and you're not stealing from anybody else. You're not dipping into your fund balance. You have that little protection,
068if you will, a contingency fund. Um, but you also you have your fund balance. You can use it that way as well. But I would like to see us get to a point where we're operating balanced with a surplus because you all know things are going to happen. >> You know, I just I wish I had better information. >> That's the reality. >> The board did change stuff, but that nine mill mentioned to you before after 20 years, we renovated this building again. So, and now it's been 10 years since we've done this building. Hard to believe that went so fast. But so that means that 9 mills you raised in the '9s >> is still existing today because nobody nobody tied into it. We could have that when they expired it after 20 years
069or 20 years. Oh, you could use this for one of the contracts. But we didn't do that. We kept That's exactly what I want to do again, especially at the report we've been after this for years. you know that >> in the building report we've got today you know one thing in particular which I don't know if I go public without >> the thing is that uh you know >> that's how you do it you don't touch it and you just let it accumulate >> that's what we did and now it's been 30 years since the 90s we did it and it still exists >> I want to continue >> I just thought you could put it into sign Nick and leave it But every year you you could >> but we don't. >> I'm
070saying you you can if the board doesn't touch it. >> The board leaves it be and agreed we should touch it. Everything that was ever taken out of those assigned funds we did it. We voted on it. We did it as a group building. >> I was part of that hindsight. >> Wish we had all >> Let's not repeat history please. Well, we're working. >> Okay, let's let's not repeat history. >> All right, let's move on, please. >> Page 21 or slide 21. It's not page 21 because you have a I saved some paper and ink and printed it two-sided. So, this is just a reminder about the military history of, you know, what was raised and the average yearly taxpayer increase. I do want to highlight and point out that um the proposed for
071this year is 97.87 87 mills for West Morland County which is 4.12 mills and the average yearly taxpayer increase is $133.14. That is different and lower than the May 4th presentation and again that had to do with the fact that the data that I had was from the old millillage assessed mills of 90.75 prior to the increase to the 93.75. So that was my error. Um, so that $66 difference was because I had the wrong millillage when I did the calculation. So I do apologize. So the max increase for the average taxpayer in West Morland County would result in $133.14 per year, which breaks down to $1110 per month. And I believe last month when I presented it was about $1.99 per year, which was like $16 a month. So that's also good news in
072the right direction. Um, And that was all out of the software and pulling the numbers from the right place with multicount. And I've learned a lot. >> Well, the one question I got a lot after the last meeting was >> what value house is that based on? Do you have any idea? >> I do. We'll get there. >> Yeah. Because people keep telling me, wow, I don't think mine is just going up that little. >> All right. So, and then just a reminder, this is just the slide that showed our millage increases, the millage that was available, the mills that weren't raised, and what was left on the table. So, the majority of that has been over the last three years. Um, and in the act one index we live in, we can't tax our
073way back out of that. Um, so it's important when we can enact a tax increase to do so. Um, even if it's just half of the index, three4s of the index. Um but to do nothing or one mill um or two mills is no longer viable with the nature of inflation, aging buildings, mandates from the state, our curriculum needs. Um it's just no longer affordable to do that unless we're going to make other cuts um that don't impact the kids education. >> So that was just a reminder on this on this slide. One thing you're not showing is the one thing we trumpet as a district, right, every year is we're the lowest cost spending, all that stuff. >> It would be nice to see the opposite side of the slide, which would show you
074if we would have done what you're suggesting. >> Yeah. >> Where we'd be at then. We'd probably be 16 out of 17 on school spending and what >> 10. You know what I mean? You see what I'm getting at? There's there's a there's a a balance to what we do here. And this shows one side of the story, but not the other. >> Look forward, Phil. Not backwards. >> Look for Look forward, not backwards. >> Wait a minute. Here. Looking forward. >> Oh, >> there you go. >> What is that $1 million again? 11 million. >> That was uh property, real estate taxes left on the table from not increasing taxes to the act one index. And that's the cumulative effect of the mills left behind on the table >> for what period of time?
075>> Five years. Okay. So to Tony's question, the next slide shows you the millillage impact. So the West Morland County portion of our um district, the median assessed property value in our county for Pen Trapper is $28,220. Um and that's an increase of $180 over last year's median assessed property value just for the West Morland County homes. So the current year millage 93.75 mills is $2,629. And um if you go to the 4.12 mills of 97.87, that uh comes out to 2762 for that median assessed taxpayer for the year, which is an average annual increase of $133. Um and $16.88 of that is from the assessed value increase. So, if you do nothing at all and don't raise taxes, um the average property owner will still see an increase of $16.88 for the year based
076on the fact that the median assessed property values increased $180. >> Becky, is it I I thought I did this. You can find the assessed value of your house. Is that not correct? >> Can you find that online? How could someone find out even here? I want to see what my house is. >> It's on your tax. >> Yeah, it's on property tax bill. So people can find that out specifically to answer the question that came up. >> Yeah. >> A lot of people don't see an appropriate tax bill. >> The question is taken out, >> but they never saw the assessed value. >> I I always curious. >> So then for 2627, the homestead farmstead exemption is $232.50. Um that's up a little bit. It was $2322 last year. So that went up a
077tiny bit. Um, and then >> sorry, and then one bill equals $1 of tax per 1,000 of assessed property value. So if you know what your property value is, you can divide that by a th00and and then times that by the millillage and that's going to be your bill. You can do that based on current and then what the board decides to do. >> I believe if if I'm not correct or Rebecca, >> yes. Say I I built my house 20 years ago and Brian here lives in a house 40 years old. Yeah. >> My assessed value on my property is going to be more accurate than his. >> Correct. Because we haven't been reassessed as a cash. >> I'm just throwing Yeah. Just so people understand that if your house is newer, it's going
078to be closer to what the true value of the home of the assessment. >> But it all depends if you put an additional anything. >> No, I get it. I'm just I'm just letting people Yeah. >> When you sell your house, you get reassessed. So then um so that's what the impact is for the average taxpayer. I did want to give some education background. >> Hold on everybody listen please. >> Sorry I know it's boring. >> No this is good. I just we're getting to the median house. It's boring. >> So >> who said that? >> The multicounty rebalancing. I just wanted to give y'all some education um because I've learned this as well since we are in a multicount. So the our ending millage rate in the current budget year for West Morland County
079is 93.75 mills. Alageney County is 14.39 mills. The starting rates for our counties, West Morland stayed the same at 93.75. But if we do nothing at all, Alageney counties goes down to 13.58, which is a drop of minus.81 mills. That is not because of anything you have done. That is because Pent Trafford School District is one of the 78 public school districts in PA that are in two counties. Um the state tax equalization board or STEB determines the annual aggregate market value of your taxable real estate property and then STEB is establishing a common level ratio of assessed value to market value for each county for the prior calendar year. And that information rebalances our millillage based on the assessed values of the counties before we do anything at all. So to start this budget
080process 93.75 in West Morland and Alagany sees a decrease of 081 mills um and you have nothing to do with that. The starting is based upon the assessed values the STEB rebalancing and are not controlled by the pen trapper board of school directors. >> Yes, I think they reassess every am >> they most they recently reassess. So we haven't reassessed 72. >> Yep. So I just wanted to share that with you. >> The number will go up probably then on the Alagany side. >> Yeah. If well and even if we increase taxes in West Morland County to the index of 4.12 mills, Alagany will still see a decrease in their millillage because of how the rebalancing works with STEB. And there's nothing we as a board can do about that. Call your legislators. And that
081won't do anything either. >> Okay. Um, so then, uh, I gave you average property tax millage rate impacts for West Morland County and Alageney County. Next, so you can see 97.87 or a 4.12 mil increase is $1110 a month increase for the average West Morland taxpayer. Um, the millage rate in Alageney County would be 14.18 or minus.21. So that would mean a decrease of a $150 for them per month. And I'm not going to read them all. You can see them there. I gave you a scenario for four mills, three and a half mills, three ms, and two half ms. So if you did four mills, um, $1081 a month, and three mills, $846 a month. And then, as you can see, the lower the millage, um, the higher the millage decrease for Alageni. So
082they're saving more. So no matter what we do, in whatever scenario, Alagenies will see a decrease because of the step. Okay, grand finale. Thanks for your patience and staying with me so far. Okay, the path to a balanced budget for Pent Trafford School District. We have two different scenarios and I'm going to start with scenario one. Our current deficit is $953,36. We as an administrative team, Dr. Harris and um Dr. Nick and myself are recommending a 4.12 mil tax increase. That would create a $423,826 surplus. If you did three mills, that would create a $49,511 surplus. Um the next option to that if you did 2 mil increase that would mean $284,00066 in cuts and that would be not replacing one of the teachers that's retiring. It would also mean eliminating three student learning assistance
083and removing one more bus run. We've already cut two, so we would have to cut one more. If you do a one mil tax increase in this scenario, you would have to also cut $578,754. Those cuts would be everything from the 2 mill. So, not replacing the teacher, three SLAs's, one additional bus run, and it would also be three more SLAs's for a total of six, not replacing the school psychologist, and then also cutting an additional $7,362 in supplies. So, that's scenario one with the deficit of $953,36. The second scenario we wanted to make you aware of and present to you is um on the next slide the balanced budget. The deficit could be $556,36. The reason for this is if the state passes the budget and gives us the additional adequacy funds of $397,000
084that would decrease our current deficit from 953 down to the 5.56. So, if the state gives us that money, which we won't know until after they pass their budget, a 4.12 mil tax increase would put you at a surplus of $820,826. 1.75 mills would give you a surplus of $28,780. And anything within that range, you know, we could do the math. Um, one mil tax increase would mean you would need $181,000 in cuts. That would be not replacing one teacher retirement. Uh, eliminating one and a half student learning assistance and reducing supplies. And then no tax increase at all under this scenario is all of the cuts from one mill plus four more student learning assistance, not replacing the school psychologist, and then reducing additional supplies. Yes. >> What did two mills do in that
085scenario? >> Two mills, Hold on, let me get my paper. >> So, two mills, if the state passes theirs, would give you a surplus of $112,340. >> Any cuts >> with what? How many mills? >> Two. >> No. Anything above on that second scenario with 556,000, anything above 1.75 mills would be no additional um cuts and would result in a surplus anywhere from 28,780 the whole way up to 820,826. Um but unfortunately you'll have to pass your budget before the state passes theirs. So, um, but we wanted to present all of the information to you, you know, so you can make decisions moving forward because the decision you're making next Monday for this budget isn't just about this year. It's about where we're going and, you know, where our priorities are. Are we going to
086have money to increase our curriculum budget like we need to for the steel standards that are coming up? Are we going to be able to take care of our eight buildings across the district and all of the needs that they have? So, it's not just a one budget thought. Um, and that's how and why I tried to present it the way I did. Um, not to point out, you know, things that haven't happened in the past, but I just think it's important to know where we've been so we have good data to know where we need to go. And if we know where we're going, then we need to have a plan of how to get there. >> All right, Rebecca, excellent job. Um, I would go back one slide if I can. >> Yeah.
087Um, >> do you have a question about that one? >> I don't have a question. I have a task for the central admin team. >> This 423 826 say this mill say this board passes. I'm going to use three just for simplicity. Three is going to balance the budget. Okay. So 4.12 uh2 mills is a 423 U surplus. What are we using it on? Okay. So, if we sit there in front of our constituents, what are we using this this this money for? And the same thing with the $820ome thousand dollar. Don't like that word surplus >> because that we're spending other people's money, >> right? >> So, if we had something to show them what it's going for instead of saying, "Hey, we're just going to sit on a half a million or your
088dollars." You understand? So, we have to understand who the audience is besides the board. >> Correct. So please uh for next week we need to know what what you're spending this on. >> Yeah. So >> it won't even cover. >> No, I'm just saying I wouldn't recommendations. >> So a surplus >> well 800 and some thousands that's that's almost a million dollars in that other scenario. >> Okay. So a surplus budget is not done to spend more than what the expenses are. So the expenditure budget we're asking you to pass of the 71,3 hold on 71,635,881 that is the expenditure budget that we are asking authority for the board to vote on meaning we will not and cannot spend more than that. So when you have >> No, no, no. I understand that. I'm just
089I get that. I just if we go above >> well if you go above the way you handle that in the budget is you as a board say okay we can decide we're going to put 300,000 to >> that's fine but we need to let the taxpayers know what we would be using that money for >> I'm just saying if you would get the 4.12 >> yeah and I would also recommend a contingency a budgetary reserve in the budget for expenses >> we'll let you guys go to work at it and come back with your your numbers on what you would do >> and my last slide can Can I do my very last one? I think it's cute and pretty. Oh jeez. >> Well, there's two more. I'm sorry. What's next? Okay, so a
090surplus surplus budget will position the district for future needs. Budget adoption next Monday. $11 monthly increase for the average taxpayer in West Morland County. Um effective efficient quality education. Millage rate is currently the seventh lowest. I do know our neighbors around us are increasing to the index. I know a district in our neighboring that can't re increase to the index, but they're going as high as they can. Um, Franklin Regional is, Norwin is, um, a lot of districts around us are going to the index or close to it. So, we're all in the same boat, all trying to do the same job for our students and our taxpayers. And then the very last page. Thank you. >> Oh, you don't want to ruin it, then don't I don't want to run. >> Oh, okay. Well,
091thank you. >> When can we put money aside for new capital improvements? That's not included all >> called surplus. That's the surplus. >> Surplus. >> The surplus. >> You would put that on a line item for transfer capital reserve and you as a board would then vote to leave it there and not touch it. And then the next time you have a vote on your budget, which is the next June, you would do the same thing again >> and let it roll. >> And then >> it would double. >> It could it would double? >> Yes. And now how how would we word that? This next week just be in the budget. You would advise me as a board as a whole to put that in the capital reserve. There was a meeting in here.
092>> Mrs. Rodriguez, I'd like to thank you for a great presentation. Thank you for that. Gave us a lot to think about. And she did she did um reference Dr. Nick and myself, but that also includes Dr. Cubist and Mr. McCracken and Mr. Richards as well because we um we supported um everything that she said in the slides show and as well as the mills recommendation. >> Rebecca, I would question >> Rebecca, there's a $400,000 difference between >> scenario one and scenario two. Yes. >> Okay. The adequacy fund. Correct. >> So, and I know you said that we would not know the answer about it >> until the state pass their budget. >> But I mean, my I'm thinking I'm sure it's not going to be an all or nothing. >> No, you didn't. >>
093I don't know that because I'm not there. >> Okay. >> Did Brian give you suggestions? >> I'm just going to ask that. >> No, Brian Russell has not given us any indication >> one way or the other. >> He hasn't given us the guarantee, which is he said he can't at this point. >> So, >> well, he can't give us a guarantee, but could he give us a feel? I mean follow one case you're given a scenario of um deficit of 900 >> and that's assuming we get zero for that right >> I mean is that a reality >> um >> okay thank you >> I don't know because I'm not there and there's a lot of conversations happening and the fact that our representative can't give us that answer it puts us in a
094bind that's why but but that's why we wanted to present you both scenarios so that you have the power to make that decision But we can't even sit here and say, "Oh, yes, it's going to happen." Because then if it doesn't, you'll come back at us and be like, "Well, it didn't happen. Now, where's that $400,000 and what are we going to do?" >> So, again, it's unfair that we have to pass ours before they pass ours. So, we're almost in a rears a whole year when you're dealing with a budget because you're going off of the revenues you received in the prior year from the state as your starting point. You can't go with the new monies. And I even put new monies in here for basic ed and special ed. You know, I
095went half of the new in there. Plus, we added all the new adequacy money that was our base. So, I mean, we put everything in we could that we know for certain is happening for our revenue piece. >> So, that $400,000, I mean, that's approximately a mill and a quarter or so. >> Correct. >> That's that's a big difference. >> It is. But when you're considering curriculum, buildings, projects, and you know, Mr. Petrusi wants to lock away a mill for new builds. Well, there's your 1.2 mills, and you assign it to capital reserve, and then it cannot be used for anything but paying bond, principal, and interest or being transferred by board vote, majority board vote to capital projects to do an active project. Rebecca, can I can I get clarification on that because there
096gets to be some confusion. >> Yes. On what? >> How many times do you have to sign that money? >> What do you mean? >> So, if we would put 1.12, okay, that's the answer, right? >> Incap reserve. No, that's different. >> Your fund balance, which is your savings of what's left over at the end of the year per the audit, revenues over expenditures, liabilities, and assets. That fund balance, that is the assigned and unassigned piece of what's in your savings. when you put money transfer money as a board into capital reserve that is not your general fund that is not your fund balance it's a separate check make it simple then so next week if the board decides to put one mill toward uh future building projects that means it's assigned one time and
097it never moves >> it's assigned that year and then next year they'd have to well but it's in there do you see what I'm saying >> anybody can move >> okay here the money is in there >> based on what you just said this is my this is my advice to you in the future boards, you must do them the favor. If if one of us, you know, we've all done this in the past. We would say, "I want a mill assigned for this. I want a mill sign for that." Oh, yeah. Great. It's in there. And then we go back looking for it the next year. Poof. It's gone. >> Please consult the board and say, "Listen, this mill is about to expire. You set it aside for this last year. I need to
098know if you want it set aside again this year." You just can't let it roll into the fund because you're going to get confused boards for the next 30 years. You understand what I'm saying? >> And that's I think how I presented you because that's exactly what's happened here. We're all scratching our head looking for money. It's just never >> I think it's worth noting before we move on, which I think we're all anxious to do. that $400,000 that we're looking for from the state. Last year's state budget cost us about $100,000 because of the delay. >> So the 400,000 really is 300,000 and you almost have to not count on it this year, but next year you'll know what you got last year. So the Harrisburg budgeting mess from my from what I understand
099is not any better this year than it was last year. So I wouldn't be prepared for a quick budget passage in Harrisburg. I'd be prepared for >> we're not going to get it till next year. >> This is nothing new. >> All right, we're gonna good spirited discussion everybody. We're going to move on. >> Just to end on one one quick note, I have never asked you to go to the index before. You can look back. I've always asked you to go a little bit higher, but I have never said to the index. I am bringing that to you on behalf of my central office team. We have a lot of things we would like to do. I know we pride ourselves in being a lowcost per pupil spending, high performing. It's getting harder and
100harder to be in high performing school district and do the things we want at such a low cost. And I am just telling you that honestly for someone who lives in this community, raised all of my kids, I've been here for 19 years. I love Pen Traffford. I love everything about it. But I am telling you honestly, it is getting extremely difficult with the amount of needs we have and I am ending on that note. >> All right, Matt, please uh continue on. I guess we we're at the recognition of visitors. Nobody signed up. So, Dr. Harris, >> absolutely. Next week under athletics and extra career, there will be no items to um be on the agenda. >> So, the next one's mine. It's an agenda. It's an action item. >> Yes. >> Budget and
101finance. Mr. Leonard, there is an item uh to uh >> unless I misunders >> there's two A and B. >> Yeah. So I I would like to make a motion to to resend Mala Elementary School restoration project PA number 025B-350922 which was approved on March 2nd 20.6 regular board meeting. >> Second, >> Question being called for. This will be a roll call vote. All in favor of the motion say I. >> I. >> Opposed. >> Motion carried. I make the following motion uh to approve uh motion to approve the proposal dated 62 2026 from TMCO and Alagany restoration for McCulla Elementary School. Oh wait, >> don't we just resend that? >> No cost. Yeah. Okay. I see. We rolled the 31 in. We already owed that. >> My apology. >> No, it's okay. >> Clear
102now. >> Um from TMCO and Alagany restoration for the Makulla Elementary School incurred cost and the Penillis and masonary restoration project and the optional alternative bids. Number one, which is uh masonary waterproofing. Number two, which is regular expansion joint repairs. Number three is to um address some uh ADA compliance items to be paid for by the capital project fund. This project comes with a 10year warranty >> and even on the ad alternates as well. >> Yes, the 10-year warranty um locks in with the base cost of 308 plus the alternate one. And his motion is to approve one, two, and three. And so the total cost would be >> Well, yeah, I'm going to read the cost. I'll break them down. The cost will be makulla po uh that's already incurred cost total cost 3188261
103pen middle base bid 27710784 total base cost 308990 and45 but now the the cost that I have that we're actually going to be incurring by this motion is 3998902 correct? >> Yes. Did I get that clear enough for everybody? >> Yeah. But all three of the adult alternates give a 10ear warranty as well, right? >> The whole project, the tenure is on the masonary, you know, the whole envelope. >> As we discussed at an earlier session, I asked our contractor numerous times that clearly he will stand behind this if we approve it this way for 10 years. Will be his responsibility for 10 years for everything. I asked that several times. So this motion should clarify that that's the way we're approving. >> Yeah. >> And also Rebecca, this money is already is under where
104we have budgeted to as well. >> The capital projects in this current budget 2526. >> Okay. >> Mr. Leonard, I think there's one final sentence on that. >> Yes, there is. That is there anything else before I that will be the notification. This proposal falls under the Keystone Purchasing Network, KPN, Cooperative Purching Program, contract AE contract number 021-d with a unique customer proposal number CPN for this project of BA number 025D-310803. >> Second >> question. I do have a question. Uh if uh the uh building finance or building uh committee uh decides to uh actually do some repairs on the uh McCulla, I would only ask that uh we can maybe negotiate with the uh contractor to um help help with the 31,000 >> that in addition I think we've also discussed the fact that
105we're going to reach out to try to get some um feedback quotes or regarding minimum repairs that color will still need no matter what we do. >> Right. I still want to reach out and do that. >> That question being called for this will be a roll call vote. All in favor of the motion say I. >> I. Opposed. >> Motion carried. Thank you, Mr. Leonard. >> Thanks. next week under um is all the other shorts. >> I think this all right. Next week under this is all on the consent agenda. I'm sorry. >> What? >> No. >> But ask you to adopt a school district budget grant permission to advertise for bids. Authorize payments for all the end of the year invoices. Name banks as depositories. Depositoryries authorize payments or credits earned. We're going
106to ask you to assign fund balance, approve compensation rates under buildings, grounds, and safety. We'll go to Mr. Neck. Oh, I'm sorry. >> Yep, that's fine. You already did it. Okay. >> Thank you, Dr. Harris. Motion to approve change order number one for project for Alloy Group for removal disposal of an additional 6,490 square ft of asbestous containing vinyl floor tile double layered throughout the work area. Second that. I believe that's the kitchen area, right? >> Cafeteria abatement. And I apologize. The total cost um is attached to the board docs, but it's $4,940 is the change order. You're welcome. >> So, I'll second that. >> Question that. >> Question being called for. This will be a roll call vote. All in favor of the motion say I. >> Motion carried. >> Thank you. And under
107safety, we're also going to ask you to approve the use of facilities agreement. Under employee relations, negotiations, transportations, there won't be any items. Under food service, we're going to ask you to approve the breakfast and lunch price, approved milk prices. Under personnel and curricul curriculum, we're going to ask you to approve personnel agenda. Approve tenative assignments. Employee school physicians and dentists. Accept and file tenative official ratings. Extend and supplemental contracts. Authorize administration to fill vacancies. Approve professional service agreements. Under policy, public relations legislative title 2, we're going to ask you to continue the roll call procedures, continue bond coverage, approve attendance at conventions, authorize the admin to submit federal program applications, adopt attachment of IDA 8 program, I'm sorry, IDAB program narrative, appoint PB PSBA voting design delegates under taxes insurance census, we're going to
108ask you to set military, adopt homestead and farmstead excl. exclusion resolution and adopt tax resolutions. >> Well, you're going to ask a lot next week for >> we are going to ask a lot consent agenda. But if you will note as as our esteemed Dr. Harris said one is one of the items in there was about fund balance changes. That's right in the prerogatives that are being set forth, but I believe they'll still come back to the board. >> Thank you everybody for a great meeting. Can I have the motion to uh close the meeting?