SPECIAL SERVICES, JOHNSON COUNTY SCHOOLS Phone (317) …€¦ · A. Special Services, Johnson County and Surrounding Schools is organized under an interlocal agree ment between seven

Governing Board Meeting Special Services, Johnson County and Surrounding Schools

Earlywood Education Center September 9, 2015

AGENDA

EXECUTIVE SESSION – 7:30 a.m. REGULAR SESSION – 7:45 a.m.

GOVERNING BOARD BUSINESS

I. Consideration of Consent Agenda (Action Required) A. Minutes of the August 12, 2015 Meeting B. Consideration of Staff Recommendations C. Consideration of Monthly Claims D. Ratification of Contracts E. Donation

II. Approval of Comprehensive Plan (Action Required) FINANCE/BUDGET/BILLING

I. SSJCSS August, 2015 Financial Status/Revenue Report PROGRAMS/SERVICES

I. Assistant Director Updates OTHER

I. Status of November Board Meeting II. Individuals Wishing to Address the Board

Governing Board members are requested to notify the director and send a representative if they are unable to attend the meeting.

SPECIAL SERVICES, JOHNSON COUNTY AND SURROUNDING SCHOOLS Governing Board Minutes August 12, 2015

The Governing Board for Special Services, Johnson County and Surrounding Schools met in regular session on August 12, 2015 at The Earlywood Education Center. The meeting convened at 7:41 a.m. Board members present were Dr. Rich Arkanoff, Dr. Tim Edsell, Dr. Paula Maurer, Mr. Shawn Price, Dr. Kent DeKoninck, and Dr. David Clendening. Also present were Angela Balsley, Executive Director, Mrs. Michele Neumann, Assistant Director and Mrs. Stephanie Lawless, Assistant Director. GOVERNING BOARD REPORT Consideration of Consent Agenda Mrs. Balsley presented the minutes of the June 16, 2015 Governing Board Meeting, monthly claims, ratification of contracts, and the following staff recommendations to the board for approval. STAFF RECOMMENDATIONS

CERTIFIED/RELATED SERVICES STAFF Recommendation to Employ:

NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS Easterday, Joe Consultant EEC 8/7/15 Justice, Katie Behavioral Analyst New Connections 8/3/15 Replace Kindal Ferson King, Catherine PT-SLP ED 7/27/15 Replace Jennifer Fish Rains, Debbi PT-School Psychologist FR 8/6/15 Replace Michael Crouch

NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS

Kindred, Barb PT 5/29/15 Intermittent

Separation From Employment: NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS

Ferson, Kindal Teacher EEC/New Connections 7/14/15 Resignation Fish, Jennifer SLP ED 7/1/15 Resignation Halsmer, Kristine Teacher CP/GCS 7/1/15 Employed by CP

NON CERTIFIED STAFF Recommendation to Employ:

NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS Knox, Earlene PT-Behavior Coach/Preschool

Asst ED/ES 8/6/15 Replace Lyndsey Johnson

Spink, Deron Classroom Assistant CG/SSFC 8/6/15 Replace Sarah Eckhart Wood, Spencer Maintenance EEC 7/30/15 Temporary Position

Separation From Employment: NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS

Johnson, Lyndsey Behavior Coach ED 7/21/15 Resignation Piquard, Renee IA CP/GCS 5/21/15 Resignation

Dr. Kent DeKoninck moved and Dr. Paula Maurer seconded approval of the consent agenda as presented. The motion passed unanimously.

The Executive Director presented the Master Teacher Contract for ratification. The Teacher’s Association ratified the Master Teacher Contract on Monday, August 10, 2015. The contract has been checked against the IEERB compliance rubric and meets all criteria. The contract makes $50,000, less 3% for

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TRF, available for increases per the compensation plan. All increases will be added to the employee’s base. The agreement is a one year contract for 184 days. Adoptive leave wording was added. Language was added requiring a teacher who uses more than three consecutive annual leave days to submit a return to work without restrictions order from a physician prior to returning to duties. Teachers will no longer have to designate “personal or sick” when using their annual leave days. There is a change in Board contributions towards teacher’s insurance premiums. The Board will now contribute a flat dollar amount of $340 per month for single plans and $1,000 per month for family plans. The hard to find pay adjustment continues to remain in the contract this year to allow credit for our employees’ full years of experience as a certified professional in their field, regardless if their work was in a school or in another setting. The cap of years in this section has been removed. There is no increase in VEBA. Language was added granting an “Extended Mileage” compensation of $2,500 for employees who work in Flatrock & Southwestern and also live more than 30 miles from their assigned building. Dr. Tim Edsell moved and Mr. Shawn Price seconded approval of the ratification of the Master Teacher Contract as presented. The motion passed unanimously. The Executive Director presented a revised copy of the Statement of Benefits. All of the revisions are in the Level C positions. The changes reflected a return to the number of vacation and paid holidays the employees in this group had been receiving as well as an return to the number of contracted days per year for four positions (from 240 back to 245). Additionally, the pay scale was increased for Level C positions by 2% to allow for an increase similar to these employees as will be received by teachers in the collective bargaining unit and the related services staff. A change was also made in the distinction from “annual leave days” to sick, personal, and vacation days. This revision included a proposed one-time Severance Benefit buy-out, to occur this August for the three employees in this group who have 15+ years of service with SSJCSS. The buyout will provide $85 per year of service and the funds will be distributed into the employees’ VEBA account. Dr. Paula Maurer moved and Dr. Kent DeKoninck seconded approval of the revisions in the Statement of Benefits as presented. The motion passed unanimously. The Executive Director presented an increase toward the related services compensation model. The related services benefits & salary are closely aligned with the master teacher contract. Approval is requested to use $10,000 towards compensation model for this employee group. All increases would be applied to the base salary. Dr. Tim Edsell moved and Mr. Shawn Price seconded approval to the increase toward the related services compensation model as presented. The motion passed unanimously. FINANCE Brenda Bennett reviewed the SSJCS July, 2015 Financial Status/Revenue Report with the Board. The Executive Director presented the Fiscal Year 2015 Federal Grant Separation Plan. Federal grants run on a two year cycle. October 1, 2015- September 30, 2016 are the dates for the second year of the FY15 Federal grants. Since Clark Pleasant was a part of SSJCSS when the funds were received, the Executive Director proposed that 20% of the funds remaining in the start of the second year of the grant cycle be appropriated to Clark Pleasant to use on educating students with special needs. The SSJCSS grant would be reduced by that amount through the State and Clark Pleasant would account for the funds utilizing the state grant management application and processes. Dr. Paula Maurer moved and Dr. Rich Arkanoff seconded approval of the Fiscal Year 2015 Federal Grant Separation Plan as presented. The motion passed unanimously. PROGRAMS/SERVICES The Executive Director presented a CIM update. This summer four of our districts received cautionary letters from the DOE in relation to Indicator 5 which monitors student placement in the Least Restrictive Environment. Those four districts did not meet LRE state targets and were offered technical assistance support. In Director’s Study Council we reviewed the compliance data and discussed ways to make sure

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our data are coded in alignment with state definitions. We also are looking at ways to expand our continuum of placement options to avoid more restrictive settings such as homebound instruction. ASSISTANT DIRECTOR UPDATES Mrs. Michele Neumann presented updates for the INSPIRE Program, shared Preschool, and school safety. An update to the transition program included information on upcoming trainings for Indicator 13. Mrs. Stephanie Lawless presented updates for the speech and New Connections programs. OTHER MATTERS OF CONCERN The Executive Director presented Memo outlining the plan for communicating with staff and parents about inclement weather procedures during the 2015-16 school year. No individuals were present wishing to address the Governing Board; therefore, Dr. Rich Arkanoff moved and Dr. Paula Maurer seconded approval of adjournment. The motion passed unanimously. The meeting adjourned at 8:30 a.m.

Dr. David Clendening, President Franklin Community School Corporation

Mr. Shawn Price, Board Member Flat Rock-Hawcreek Community School Corporation

Dr. Kent DeKoninck, Vice President Greenwood Community School Corporation

Dr. Paula Maurer, Board Member Southwestern Consolidated Schools of Shelby County

Dr. William Glentzer, Secretary Edinburgh Community School Corporation

Dr. Rich Arkanoff, Board Member Center Grove Community School Corporation

Dr. Tim Edsell, Board Member Nineveh-Hensley-Jackson United School Corporation

SPECIAL SERVICES, JOHNSON COUNTY AND SURROUNDING SCHOOLS STAFF RECOMMENDATIONS

Date: September 9, 2015

CERTIFIED/RELATED SERVICES STAFF Recommendation to Employ:

NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS

Change in Assignment: NAME FROM TO EFFECTIVE DATE COMMENTS

Leave of Absence: NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS

McWilliams, Abbie OT GR 8/20/15 As Needed Swanagan-Frazer, Gena SLP Department Head GR/EEC 8/24/15 As Needed

Separation From Employment: NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS

Termination of Employment: NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS

NON CERTIFIED STAFF Recommendation to Employ:

NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS Riedel, Beth PT-Preschool Assistant ED/ES 8/26/15 Replaced .5 of Earline Know Reynolds, Courtney Interpreter CG/CGHS 8/17/15 Wilds, Katie PT-Behavior Coach ED/ES 8/17/15 Replaced .5 of Earline Knox Change in Assignment:

NAME FROM TO EFFECTIVE DATE COMMENTS

Leave of Absence: NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS

Separation From Employment: NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS

Knox, Earline PT-Behavior Coach/Preschool Asst ED/ES 8/10/15 Resigned

Termination of Employment: NAME ASSIGNMENT BDLG/CORP EFFECTIVE DATE COMMENTS

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SPECIAL SERVICES, JOHNSON COUNTY AND SURROUNDING SCHOOLS

COMPREHENSIVE PLAN

500 Earlywood Drive, Franklin, IN 46131

Angela Balsley Executive Director

September 9, 2015

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SPECIAL EDUCATION COMPREHENSIVE PLAN SPECIAL SERVICES, JOHNSON COUNTY AND SURROUNDING SCHOOLS

Part I. Participating School Corporations & Enrollment (Published on DOE website)

Corporation Name

ADM

Special

Education Count

Flat Rock-Hawcreek School Corp 868 112

Center Grove Com School Corp 7796 1099

Edinburgh Community School Corp 955 200

Franklin Community School Corp 5123 784

Greenwood Community School Corp 3757 607

Nineveh-Hensley-Jackson United 1798 261

Southwestern Con School of Shelby Co 627 95

Total 20924 3158

Part II. Governance and Administration

A. Special Services, Johnson County and Surrounding Schools is organized under an interlocal agreement between seven school corporations in Johnson, Bartholomew and Shelby Counties.

B. Special Services, Johnson County and Surrounding Schools is the fiscal agent.

C. Administrative and Organizational Arrangements

1. The Governing Board is comprised of the seven School Superintendents in each member district,

each with equal voting rights.

2. The Interlocal Agreement explains the financial arrangements governing the planning district.

3. The Executive Director and one Assistant Director are licensed as Directors of Special Education in Indiana. A second Assistant Director is obtaining her Indiana license from the DOE. These administrators supervise all programs and staff for SSJCSS. Each member district hires a local coordinator or director that provides the supervision and administration of local programs.

Part III. Comprehensive services for students with disabilities

A. Educational continuum and least restrictive environment

1. All seven corporations provide an educational continuum within each district. Students are not bussed between school corporations with the exception of pre-school in the southern part of the county. Itinerant services in the areas of Speech and Language, VI, and HI are provided by SSJCSS. Continuing education opportunities are joint programs housed at Earlywood Education Center.

2. Ongoing training is provided by SSJCSS personnel to the local districts on their responsibilities to educate students, to the maximum extent appropriate, with nondisabled peers. The case conference process is monitored by SSJCSS and local district administrators.

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B. Related services

1. All related services are provided by SSJCSS to the local districts.

C. Access to the general education curriculum

1. Ongoing training is provided by SSJCSS personnel to the local districts on their responsibilities to provide students access to the general education curriculum. The training includes information on their responsibilities to educate students in a general education setting unless education in the general education classroom utilizing supplementary aids and services cannot be satisfactorily achieved.

2. Training includes information on documenting what has been tried and the reasons for removal

from the general education classroom.

D. Pre-school Services

1. Pre-school programs are provided in each district rather than in a centralized location with the exception of NHJ, Flat Rock-Hawcreek, and Southwestern. These school corporations utilize the pre-school program located in Edinburgh as needed. Center Grove, Greenwood, and Franklin employ their own pre-school teachers and aides. Each teacher of pre-school students is responsible for the provision of appropriate programs and services.

2. Those pre-schoolers whose individual education plan requires attendance at a community pre-school are provided with itinerant services as recommended by the case conference committee.

E. Services to students in Non-public schools

1. Annually, SSJCSS administration meets with representatives from nonpublic schools and

homeschooled children in each district’s catchment area to determine the type of services to be provided to students who are parentally placed in nonpublic schools and homeschooled settings.

2. A case conference is held for each student who is eligible for special education services and a service plan is developed based on the annual consultation agreement.

F. Assurance of FAPE – Each district is responsible for agreeing to a statement assuring that all students with disabilities receive a free appropriate education.

G. Child Find

1. Children age 0-3 typically enter the system through First Steps. A Pre-school intake coordinator

hired by SSJCSS, works closely with the First Steps case manager to ensure timelines are met for appropriate identification and placement of students who are eligible for services.

2. Hearing and Vision Screenings occur annually in all schools.

3. SSJCSS staff participate in community events where screenings occur.

4. SSJCSS works closely with Community Agencies and participates in staffings with Community Corrections, Juvenile Probation, Adult and Child Mental Health and Child Protection and Advocacy.

5. Inservice training is made available to parent and professional organizations as requested.

6. Child find activities are also held in conjunction with kindergarten round up in the districts.

7. Schools have implemented a three-tiered instruction model where at-risk students are identified and provided with supplemental instruction. A student who does not make progress is typically referred to a staffing team to determine if the student may require a special education evaluation.

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8. Referral information is disseminated to parents upon request and is included on the SSJCSS

website. Part IV. Personnel

A. All personnel are appropriately licensed and certified.

B. Availability, utilization and shared personnel

1. Personnel certified in all areas are hired by either the local corporations or SSJCSS.

2. Currently shared responsibilities include psych, speech and administrative personnel along with Program Support Teachers, New Connections Teachers, a pre-school teacher (Edinburgh, Flatrock-Hawcreek, NHJ, Southwestern), HI/VI teachers and all related services personnel (OT/PT/Interpreters/VI facilitators).

3. Teachers and instructional assistants for students with mild, moderate, & severe cognitive disabilities and emotional disabilities are hired by the local school corporations.

4. When a related service or itinerant staff position is not filled or is vacated during the school year, SSJCSS has contracted with outside agencies or private individuals to provide the necessary services until a replacement is hired.

C. All corporations share the services provided by:

8 New Connections Staff 2 Teachers 1 Behavior Analyst 4 Behavior Coaches 1 Social Worker

1 Hearing Impaired Teachers 25 Speech/Language Pathologists (22-FTE, 2-.5 FTE, 1-.2 FTE) 1 Preschool Intake Coordinator 1 Visually Impaired Teachers 6 Program Support Teachers 1 Autism Consultant 1 Transition Coordinator

D. All corporations share the related services provided by: 1 Certified Occupational Therapy Assistants (1-.88 FTE)

5 Speech/Language Pathologist Assistants (4 FTE, 1- .4 FTE) 4 Occupational Therapists

2 Physical Therapists .2 Physical Therapy Assistant 13 Psychologists (10 FTE, 3-.6 FTE) 19 Non-certified behavior coaches/interpreters/oral and visual language facilitators (17 FTE, 1-.4 FTE, 1-.5 FTE) 1 Job Coach

E. No shared programs other than preschool (Edinburgh/Nineveh-Hensley-Jackson/Southwestern/Flat

Rock-Hawcreek) are provided in other school corporations within Johnson County and the surrounding area. Three classrooms are housed at Earlywood Education Center with one Social Worker supporting all three classrooms.

F. The Indiana School for the Blind and the Indiana School for the Deaf serve some students with

disabilities from Johnson County and surrounding area. Local districts provide transportation for all of these students that live in Johnson County and surrounding area.

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Part V. Interagency agreements SSJCSS partners with the following in providing services to students with disabilities:

A. First Steps – SSJCSS Staff work closely with First Steps personnel.

B. ACT Services – SSJCSS is a partner with ACT Services, the local wraparound and local coordinating council. ACT is comprised of various community agencies. SSJCSS partners with ACT Services in providing educational mentors, therapeutic friends, case management services and counseling services.

C. Head Start – SSJCSS provides speech services and psychological evaluations to Head Start Programs

in Johnson County and within the Southwestern Consolidated School Corporation district.

D. Johnson County Juvenile Detention Center – SSJCSS provides educational materials for in-county students and assists Detention Center staff in meeting all students’ IEPs.

E. Adult and Child Mental Health – Provides Case Managers and Therapists in the schools.

F. Vocational Rehabilitation – A memorandum of understanding was adopted and training has been

provided to local districts. A Transition Council comprised of adult service agency personnel, local district special educators, SSJCSS administration, & the Transition Coordinator meet regularly to collaborate on post-school outcomes for students with disabilities.

Part VI. Parent Involvement and Community Relationship

A. Each district is advised to organize a Parent Advisory Council

B. SSJCSS sponsors periodic Parent Forums for parent training and support

C. SSJCSS develops and disseminates Transition and Medicaid Waiver materials to Parents

D. SSJCSS Supports local districts in providing training to parents as requested

E. SSJCSS Assists parents with waiver applications

F. Parents are invited to participate in inservice opportunities presented to staff

G. All parents are called to set up mutually agreeable times for case conferences

H. Administrators serve on various community boards including Gateway, Systems of Care Council, Child Protection Team, First Steps, Access Coordination Team, Community Corrections, and United Way.

Part VII. Assurance of Compliance with all applicable federal and state regulations

A Local Educational Agency (LEA) is eligible for assistance under Part B of the Individuals with Disabilities Education Act (the Act) for a fiscal year if the LEA submits a plan that provides assurances to the State Education Agency (SEA) that the LEA meets each of the conditions provided below. Complete the following assurance plan and associated worksheets. Submit this file with the application for Federal Assistance for the Education of Students with Disabilities Part B of P.L. 108-446, Individuals with Disabilities Education Act (i.e. FY 2012 IDEA Part 8 Applications for 611, and if applicable 619). In addition to providing this evidence, LEAs will be subject to verification audits.

The LEA assures that:

Policies, procedures, and programs that are consistent with the State policies and procedures are in effect within this

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LEA. ( § 300.201)

Amounts provided under Part B of the Act will be expended in accordance with the applicable provisions; will be used only to pay the excess costs of providing special education and related services to children with disabilities

and will be used to supplement State, local, and other Federal funds and not to supplant those funds. (§ 300.202 and 300.208) To demonstrate that the LEA meets the excess cost requirement of spending at least a minimum average amount for the education on its children with disabilities before funds under Part B of the Act are used, complete Worksheet A: Excess Cost Calculation.

Except as provided in § 300.204 and 205, funds provided to the LEA under Part B of the Act will not be used to reduce the level of expenditures for the education of children with disabilities made by the LEA from state and local funds below the level of those expenditures for the preceding fiscal year. (§ 300,203)

Notwithstanding restrictions in the previous assurance, an allowable Maintenance of Effort (MOE) reduction that is attributable to any of the following has been documented in Worksheet B: MOE Calculation

1. The voluntary departure, by retirement or otherwise, or departure for just cause, of special education or related services personnel.

2. A decrease in the enrollment of children with disabilities.

3. The termination of the obligation to provide an exceptionally costly program for a particular child because the child left the jurisdiction, aged out, or no longer needs the special services.

4. The termination of costly expenditures for long-term purchases such as the acquisition of equipment or the construction of school facilities.

5. The assumption of cost by a fund operated by the SEA. (§300.204).

Unless the SEA has determined the LEA ineligible for a reduction, the LEA will not reduce its MOE by greater than 50% of any increase in federal allocation from the previous fiscal year and that any funds resulting from the reduction of MOE will be used to carry out activities supported by ESEA. Note: amounts used for coordinated early intervening services (CEIS) count toward MOE reduction (§§300.205 and 300.226). If adjusting MOE, complete Worksheet B: MOE Calculation

If the LEA uses Part B funds to carry out a school wide program under section 1114 of the ESEA, such amount will not exceed the Part B grant divided by the number of students with disabilities in the school corporation times the number of students with disabilities participating in the school wide program.

All personnel necessary to carry out Part B of the Act are appropriately and adequately prepared, subject to the requirements of § 300.156 (related to personnel qualifications) and section 2122 of the ESEA. (§300.207)

Children with disabilities who need instructional materials in accessible formats will receive those instructional materials in a timely manner (§ 300.211).

If Part B funds are utilized to develop and implement coordinated early intervening educational services, the LEA complies with the requirements of §300.226 regarding funding limitations and activities.

The LEA will comply with the following federal statutes and regulations on discrimination

Title VI of the Civil Rights Act of 1964 (45 USC §§2000d through 2000d-4, 34 CFR Part 100) Title IX of the Educational Amendments of 1972 (20 USC §1681through 1683, 34 CFR Part 106) Section 504 of the Rehabilitation Act of 1973 (29 USC §794, 34 CFR Part 104)

The Age Discrimination Act (42 USC §6101 et seq.,34 CRF Part 110)

The LEA will comply with the Family Educational Rights and Privacy Act (FERPA) (20 USC 1232g, 34 CFR

Part 99)

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The LEA will provide the SEA with information necessary to enable the SEA to carry out its duties under

Part 8 of the Act, including, with respect to §§ 300.157 and 300.160, information relating to the

performance of children with disabilities participating in programs carried out under Part B of the Act.

The LEA will make available to parents of children with disabilities and to the general public all

documents relating to the eligibility of the agency under Part B of the Act (§ 300.212)

The LEA will cooperate in the Secretary's efforts under section 1308 of the ESEA to ensure the linkage of

records pertaining to migratory children with disabilities for the purpose of electronically exchanging,

among the States, health and educational information regarding those children (§ 300.213)

SSJCSS Governing Board

Executive Director

Admin Asst

Tech & Capital Mgmt

Maintenance

Psychs Autism/Behavior

Consultant

Social Worker

New Connections

Teachers

Assistant Director

Admin Asst

SLP Dept Head

Program Support

Assistant Director

Business Manager/ Treasurer

HR/Payroll

Deputy Treasurer

Clerical

Preschool Intake/Assessment

Preschool Teacher

Preschool IA’s

OT/PT

COTA/PTA

HI/VI

OLF’s

Non Pub Teachers

Non Pub IA’s

Transition TOS

Job Coach

2015-16 SSJCSS Organizational Chart

SLP’s/SLPA’s

Behavior Coaches

NC Behavior Coaches

Meeting with Angie Balsley, Director Date: September 2,20X5 Budget Month Ending: 8-31-15

General Budget:

In October, budget projections will be completed for anticipated expenditures from October I, 2015 through December 31, 2015.

In early October, the districts will be receiving invoices for the second half of their CY 2015 capital projects budget responsibility.

In November, the districts will be receiving invoices for the first half of the CY 2016 budget responsibility. The districts' 2nd half of the FY 2016 non-public APC budget responsibility will not be invoiced until after the December 1, 2015 student count is completed and when DOE releases what the FY 2016 allocations will be.

Federal Grants:

Federal revenue receipted in August was $471,886.66.

The FY 2014 611 IDEA, 619 Preschool, 611 Technical Assistance grant awards have been expended. These federal grants terminate September 30,2015. The final reports will be submitted to DOE soon after the termination date.

Both the FY 2016 611 and 619 federal grant awards have been approved by the Department of Education. Normally grant approval for the 611 grant award is not approved by DOE until around November after the grant application due date of July 1st. Grant modification requests are being approved anywhere from 1-5 days whereas before it could take up to 2-3 weeks.

The first cash request for the FY 2016 611 grant award was submitted on 8-28-15.

The SEFA (Schedule of Expenditures of Federal Awards) report that all educational schools are required to complete through Gateway, Annual Report was due August 29,2015. Previously Special Services was required to report all the federal grant information requested such as federal grant award title, CFDA number, revenue, disbursements and etc. DOE notified the co-operatives who were managing the districts' allocation for any federal grant award that Indiana State Board of Accounts had implemented a change in reporting this information. DOE provided a spreadsheet that calculated the districts revenue and expenditures as a percent of the allocation awarded to each district which made up the total grant award for FY 2013, FY 2014 and FY 2015 federal grant terms. Special Services submitted to each district the information prior to completion of their Annual Report. As for the past two years, there has been substantial confusion among finance managers on exactly what information the Indiana State Board of Accounts is requesting. For example, Special Services did not report any federal grant information for the 2014-15 fiscal year as the districts were now required to do so. One of the required questions asked was "Has your unit received or disbursed any Federal money from grants?" By answering the question yes, a submission error was generated. The only way to alleviate the submission error was to answer the question no. This issue was addressed with ISBOA because by answering the question no, it was felt that you were providing false information. ISBOA responded to the questioned issue by stating they would address this issue with Gateway and maybe the wording of the question could be revamped. Special Services will be sending out a questionnaire to each of the districts' finance managers requesting their input on how Gateway's guidelines might be improved for better interpretation in the future. Their responses will be kept confidential by individual and then these questionnaires will be forwarded to DOE so they can work with SBOA in an effort to improve the written language of the guidelines so it can be perceived the same by all who are preparing the report. SBOA's conveyed to individuals in attendance of a recent training workshop and who are responsible for completing this report that if it is not completed accurately, it is an instant write-up on their audit review.

Other Revenue:

In the General fund, which also includes the shared budget accounts of Capital Projects, Preschool, APC and Transportation, we have received to-date $2,433,228.70 from the local districts. To-date we have receipted $41,496.81 for those districts that have their individual budget responsibilities for a behavior coach.

Investments:

At the end of August, the money market account balance was $1,000,490.08 which is a large part of Special Services' cash fund balance.

Interest Earnings To-Date: $3,230.05 Last Year Interest Earnings: $2,708.56

Cash Fund Balance:

$1,302,713.96 (Horizon Bank - $1,274,145.70 and Key Bank - $28,568.26)

H:\Board MeetingVReview of Board Documents \Meeting with Angie Balsley 9-2-15 docx

2015 BUDGET FINANCIAL REPORT FOR GOVERNING BOARD OF SSJCSS

9-9-15

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MONTH ENDING: August 31, 2015

CY 2015 CY 2015 CY 2015 CY 2015 CY 2015 PERCENT OF

GENERAL/MISC. FUNDS BUDGET YTD UNEXPENDED OUTSTANDING UNENCUMBERED BUDGET

Calendar Year Budget APPROPRIATIONS EXPENDITURES BALANCE ENCUMBRANCES BALANCE EXPENDED

Administrative/Program Support/Psych/Speech/Transition Coord./Tech Support 2,216,525.00 1,494,381.33 722,143.67 - 722,143.67 67.42%

99.84%

CAPITAL PROJECTS FUND 145,560.05 68,875.94 76,684.11 28,151.51 48,532.60 66.66%

TRANSPORTATION - OPERATING FUND 77,508.02 64,032.93 13,475.09 - 13,475.09 82.61%

TRANSPORTATION-BUS PURCHASE 66,316.02 - 66,316.02 24,875.00 41,441.02 37.51%

PRESCHOOL FUND 145,519.50 108,475.23 37,044.27 465.89 36,578.38 74.86%

GENERAL FUNDS

Preschool Instructional Fees 255.89 - 255.89 - 255.89

Clark-Pleasant 102,026.94 72,881.08 29,145.86 29,145.86 0.00 100.00%

Center Grove 496.99 496.99 (0.00) - 0.00 0.00%

Edinburgh 24,877.64 18,674.09 6,203.55 6,203.55 0.00%

Flat Rock-Hawcreek - - - - 0.00 0.00%

Franklin 15,447.78 15,447.78$ - 0.00 100.00%

Greenwood 28.34 28.34 0.00 0.00 0.00%

NHJ 5,036.94 5,036.94 - 0.00 0.00%

Southwestern 11,879.51 11,879.51 - - 0.00 100.00%

MISC. FUNDS

Special Projects 50,078.10 50,078.10 - - -$

South Central Indiana School Trust 73,975.32 49,421.21 24,554.11 - 24,554.11 66.81%

ADTEC 9,007.06 3,395.03 5,612.03 2,340.00 3,272.03$ 63.67%

NON-PUBLIC APC FUND FY 2015 FY 2015 FY 2015 FY 2015 FY 2015 FY 2015

Fiscal Year Budget BUDGET NON-PUBL. CREDIT EXPENDITURES UNEXPENDED OUTSTANDING UNENCUMBERED

APPROPRIATIONS TRANSPORTATION BALANCE ENCUMBRANCES BALANCE

APC Non-Public School - FY 2015 358,019.00 - 357,463.95 555.05 - 555.05 99.84%

FY 2016 FY 2015 FY 2016 FY 2016 FY 2016 FY 2016

ESTIMATED BUDGET NON-PUBL. CREDIT EXPENDITURES UNEXPENDED OUTSTANDING UNENCUMBERED

APPROPRIATIONS TRANSPORTATION BALANCE ENCUMBRANCES BALANCE

APC Non-Public School - FY 2016 169,753.00$ 5,844.00$ 163,909.00 -$ 163,909.00 3.44%

FEDERAL GRANT PROJECTS AMENDED GRANT ADJUSTMENTS 2013-2016 2013-2016 OUTSTANDING UNENCUMBERED

Fiscal Year Budget AWARD AMOUNT REFUNDS, ETC. EXPENDED UNEXPENDED ENCUMBRANCES BALANCE

BALANCE

IDEA FP#14214-033-PN01 IDEA 2013-2014 5,324,597.00 15,201.13 5,339,798.13 - - - 100.00%

IDEA FP#14215-033-PN01 IDEA 2014-2015 5,373,634.00 4,871,399.49 502,234.51 15,371.17 486,863.34 90.94%

IDEA FP #14216-033-PN01 IDEA 2015-2016 4,250,735.00 12,450.16 4,238,284.84 4,238,284.84 0.29%

TECHNICAL ASSISTANCE FP#99914-033-TA01 2014-2015 124,231.00 100.00 124,331.00 - - - 100.00%

PRESCHOOL FP#45714-033-PN01 2013-2014 124,751.00 124,751.00 - - - 100.00%

PRESCHOOL FP#45715-033-PN01 2014-2015 122,929.00 105,051.63 17,877.37 17,877.37 85.46%

PRESCHOOL FP#45716-033-PN01 2015-2016 98,595.00 - 98,595.00 98,595.00 0.00%

Indiana Partnership for Postseondary Education and Careers 2014-15 90,433.96 47,979.24 42,454.72 4,039.51 38,415.21 57.52%

INVESTMENTS 2015 BEGINNING 2015 YTD 2015 YTD 2015 INVESTMENTS

BALANCE MATURED CD'S INVESTED CD'S CURRENT BALANCE TO-DATE

CERTIFICATE OF DEPOSITS -$ -$ -$ -$ -$

9/3/2015 1 H:\Board Meeting\Financial Report\2015 Financial Reports\Financial Report 9-2-15 for Board

Special Services, Johnson County and Surrounding Schools Revenue Report

Month Ending: 8-31-15

CY 2015 FY 2015 FY 2016 2015 2015 REVENUE 2015 PERCENT OF

GENERAL FUNDS CORPORATION FUND NUMBER BUDGET` Non-Public School Non-Public School BUDGET BUDGET WITH APC RECEIVED OUTSTANDING REVENUE

Adjust w/o CP APC Allocations APC Allocations LESS FICA and APC Credits TO-DATE REVENUE RECEIVED

2015-16 Invoice 7-1-14 to 6-30-15 Invoice 7-1-15 to 12-31-15 REIMBURSEMENT

General Clark-Pleasant 100/1380 320,721.63$ 53,120.00$ (35,891.76)$ 337,949.87$ 337,949.87$ -$ APC Refunded $7,797.48

Shared Accounts: Center Grove 100/1380/1381 635,767.44$ 108,858.00$ 54,429.00$ (72,093.32)$ 726,961.12$ 726,961.12$ -$

Administrative, Asst. Directors, Edinburgh 154,266.16$ (12,600.09)$ 141,666.07$ 141,666.07$ -$

Psychologists, and Speech Flat Rock Hawcreek 68,366.90$ (9,612.44)$ 58,754.46$ 58,754.46$ -$

Franklin 100/1380/1381 437,911.26$ 63,778.00$ 31,889.00$ (50,075.63)$ 483,502.63$ 354,224.09$ 129,278.54$

Greenwood 100/1380/1381 333,426.25$ 96,912.00$ 48,456.00$ (37,410.59)$ 441,383.66$ 441,383.66$ -$

N-H-J 110,996.09$ (17,276.42)$ 93,719.67$ 62,479.80$ 31,239.87$

Southwestern 71,837.81$ (5,910.35)$ 65,927.46$ 65,927.46$ -$

-$ -$

Total: 2,133,293.54$ 322,668.00$ 134,774.00$ (240,870.60)$ 2,349,864.94$ 2,189,346.53$ 160,518.41$ 93.17%

INDIVIDUAL CORPORATION FUNDS 2015 BUDGET 2015 BUDGET

Behavior Coach Clark-Pleasant 1300 -$ -$ -$

Behavior Coach Center Grove 1310 -$ -$ -$

Behavior Coach/Adult and Child Edinburgh 1320 24,877.64$ 24,877.64$ 24,877.64$ -$

Behavior Coach FRHC 1360 -$ -$ -$

Beh. Coach/Essential Skills Franklin 1330 -$ -$

Behavior Coach Greenwood 1340 -$ -$ -$

Behavior Coach N-H-J 1350 -$ -$ -$

Behaviro Coach SW 1370 33,238.34$ Invoiced for half-No behavior coach needed 16,619.17$ 16,619.17$ -$

-$

Total: 58,115.98$ 41,496.81$ 41,496.81$ -$ 100.00%

Transportation Clark-Pleasant 0410/0420 33,567.40$ No transportation will be provided 2015-16-Invoiced 1/2 of budget 16,783.70$ 16,783.70$ -$

2 Routes Center-Grove 6,713.48$ No transportation will be provided 2015-16-Invoiced 1/2 of budget 3,356.74$ 3,356.74$ -$

Edinburgh -$ -$ -$

FRHC -$ -$ -$

Franklin 13,426.96$ No transportation will be provided 2015-16-Invoiced 1/2 of budget 6,713.48$ 6,713.48$ -$

Greenwood 33,567.40$ No transportation will be provided 2015-16-Invoiced 1/2 of budget 16,783.70$ 16,783.70$ -$

N-H-J -$ -$ -$

SW -$ -$ -$

Total: 87,275.24$ 43,637.62$ 43,637.62$ -$ 50.00%

Preschool

Clark-Pleasant 600 17,037.41$ Adjusted Clark-Pleasant 10,865.19$ 10,865.19$ -$

Center-Grove 18,102.25$ 18,102.25$ 18,102.25$ -$

Edinburgh 38,404.55$ 38,404.55$ 38,404.55$ -$

Flat Rock Hawcreek 28,458.63$ 28,458.63$ 28,458.63$ -$

Franklin 11,447.01$ 11,447.01$ 7,631.35$ 3,815.66$

Greenwood 9,317.33$ 9,317.33$ 9,317.33$ -$

N-H-J 17,980.29$ 17,980.29$ 11,986.84$ 5,993.45$

Southwestern 10,478.34$ 10,478.34$ 10,478.34$ -$

Total: 151,225.81$ 145,053.59$ 135,244.48$ 9,809.11$ 93.24%

Capital Projects Clark-Pleasant 350 13,695.54$ Will invoice 1st Half Budget Responsibility in May 2015 13,695.54$ 13,143.50$ 552.04$

Center-Grove 31,725.59$ Will invoice 1st Half Budget Responsibility in May 2015 31,725.59$ 15,862.81$ 15,862.78$

Edinburgh 8,226.81$ Will invoice 1st Half Budget Responsibility in May 2015 8,226.81$ 4,113.39$ 4,113.42$

Flat Rock Hawcreek 7,046.74$ Will invoice 1st Half Budget Responsibility in May 2015 7,046.74$ 3,523.38$ 3,523.36$

Franklin 23,028.98$ Will invoice 1st Half Budget Responsibility in May 2015 23,028.98$ 11,514.52$ 11,514.46$

Greenwood 18,026.52$ Will invoice 1st Half Budget Responsibility in May 2015 18,026.52$ 9,013.27$ 9,013.25$

N-H-J 10,073.88$ Will invoice 1st Half Budget Responsibility in May 2015 10,073.88$ 5,036.94$ 5,036.94$

Southwestern 5,584.48$ Will invoice 1st Half Budget Responsibility in May 2015 5,584.48$ 2,792.26$ 2,792.22$

Total: 117,408.54$ 117,408.54$ 65,000.07$ 52,408.47$ 55.36%

9/3/2015 1 Copy of Budget Revenue Report (Monthly) 2015 - 9-2-15

Special Services, Johnson County and Surrounding Schools Revenue Report

Month Ending: 8-31-15

OTHER FUNDS REVENUE 2015 PERCENT OF

2015 RECEIVED OUTSTANDING REVENUE

BUDGET TO-DATE REVENUE RECEIVED

South Central Indiana School Trust Insurance Trust 2930 71,134.50$ 47,326.16$ 23,808.34$

Total 71,134.50$ 47,326.16$ 23,808.34$ 66.53%

2015 REVENUE 2015

MISC. FUNDS FUND NUMBER FICA RECEIVED OUTSTANDING

Reimbursement TO-DATE REVENUE

FICA/TRF REIMBURSEMENT 100 263,303.35$ 175,535.60$ 87,767.75$ 66.67%

INTEREST ON CHECKING/ 1390 3,230.05$

INVESTMENTS

FEDERAL FUNDS FUND NUMBER GRANT AWARD 2013 To 2015 GRANT AWARD OUTSTANDING

TERM OF GRANT AMOUNT RECEIVED TO-DATE REVENUE

FP#14214-033-PN01 5230 5,324,597.00$ Period of Revenue -$

IDEA 2013-2014 7-1-13 to 9-30-15 7-1-13 to 8-31-15 5,324,597.00$ 100.00%

FP#14215-033-PN01 5240 5,373,634.00$ Period of Revenue 698,904.88$

IDEA 2014-2015 7-1-14 to 9-30-16 7-1-14 to 8-31-15 4,674,729.12$ 86.99%

FP#14216-033-PN01 5200 4,250,735.00$ Period of Revenue 4,250,735.00$

IDEA 2015-2016 7-1-15 to 9-30-17 7-1-15 to 8-31-15 -$ -$ 0.00%

FP#45714-033-PN01 5400 124,751.00$ Period of Revenue -$ 100.00%

Preschool 2013-14 7-1-13 to 9-30-15 7-1-13 to 8-31-15 124,751.00$

FP#45715-033-PN01 5410 122,929.00$ Period of Revenue 21,303.14$ 82.67%

Preschool 2014-15 7-1-14 to 9-30-16 7-1-14 to 8-31-15 101,625.86$

FP#45716-033-PN01 5430 98,595.00$ Period of Revenue 98,595.00$

Preschool 2015-2016 7-1-15 to 9-30-17 7-1-15 to 7-31-15 -$ 0.00%

FP#99914-033-TA01 5220 124,231.00$ Period of Revenue -$

Professional Develoment 2013-14 7-1-13 to 9-30-15 7-1-13 to 7-31-15 124,231.00$ 100.00%

IN Partnership for Postsecondary 6620 90,433.96$ Period of Revenue 50,932.61$

Education and Careers 10-1-14 to 9-30-15 10-1-14 to 7-31-15 39,501.35$ 43.68%

Key Bank 28,568.26$

Heartland Bank 1,274,145.70$

8-31-14 Cash Fund Balance 966,277.75$ Total Cash Fund Balance 1,302,713.96$

Money Market Account- 8-31-15 $1,000,490.08 included in total cash fund balance.

9/3/2015 2 Copy of Budget Revenue Report (Monthly) 2015 - 9-2-15