Upper Perkiomen School District Hereford Elementary School – LGI Room 1043 Gravel Pike Hereford, PA 18056 January 9, 2020 7:00 p.m. Welcome to the regular meeting of the Board of Directors Of the Upper Perkiomen School District CODE OF ETHICS The Board of School Directors agrees to: Welcome and encourage participation and cooperation by all Work with constituents in a spirit of harmony Base decision on the facts, vote our honest convictions, and be unswayed by partisan bias Devote time, thought, and study to our duties and responsibilities Resist any temptation or outside pressure to use our position to benefit ourselves Understand and evaluate the educational program and plan for school operations Provide oversight to the business of the School District, establish policies, and vest administration in the Superintendent of Schools Help the community have all the facts, all the time, about their schools Strive to maximize school board service in a spirit of teamwork and devotion to public education BOARD OF DIRECTORS Raeann Hofkin, President Dana Hipszer Mike Elliott, Vice President Judith Maginnis Stephen Cunningham, Treasurer Keith McCarrick Melanie Cunningham Peg Pennepacker Dr. Kerry Drake Sandra Kassel, Board Secretary (non-voting member) ADMINISTRATORS Dr. Allyn J. Roche, Superintendent Dr. Andrea J. Farina, Assistant Superintendent Sandra M. Kassel, Business Administrator Georgiann M. Fisher, Director of Human Resources SOLICITOR Kyle J. Somers, Esq. Sweet Stevens Katz & Williams, LLP In order to assist in keeping an accurate record of the proceeding of this meeting, the meeting is being videotaped by the District.
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Upper Perkiomen School District · Colby Phillips $2535.00 A High School Math Curriculum Assistant Caren Miller $1267.50 (50%) A High School Math Curriculum Assistant Meredith Wickard
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Upper Perkiomen School District Hereford Elementary School – LGI Room
1043 Gravel Pike Hereford, PA 18056
January 9, 2020
7:00 p.m.
Welcome to the regular meeting of the Board of Directors Of the Upper Perkiomen School District
CODE OF ETHICS
The Board of School Directors agrees to: Welcome and encourage participation and cooperation by all Work with constituents in a spirit of harmony Base decision on the facts, vote our honest convictions, and be unswayed by partisan bias Devote time, thought, and study to our duties and responsibilities Resist any temptation or outside pressure to use our position to benefit ourselves Understand and evaluate the educational program and plan for school operations Provide oversight to the business of the School District, establish policies, and vest
administration in the Superintendent of Schools Help the community have all the facts, all the time, about their schools Strive to maximize school board service in a spirit of teamwork and devotion to public
education
BOARD OF DIRECTORS Raeann Hofkin, President Dana Hipszer
Mike Elliott, Vice President Judith Maginnis Stephen Cunningham, Treasurer Keith McCarrick
Dr. Andrea J. Farina, Assistant Superintendent Sandra M. Kassel, Business Administrator
Georgiann M. Fisher, Director of Human Resources
SOLICITOR Kyle J. Somers, Esq.
Sweet Stevens Katz & Williams, LLP
In order to assist in keeping an accurate record of the proceeding of this meeting, the meeting is being videotaped by the District.
January 9, 2020 - Page 2 of 6
AGENDA – JANUARY 9, 2020
I. CALL TO ORDER A. Pledge of Allegiance B. Roll Call C. Introductions of Staff
II. BOARD PRESIDENT’S REPORT
III. SUPERINTENDENT’S REPORT IV. STUDENT REPRESENTATIVE TO THE BOARD REPORT
V. SOLICITOR’S REPORT/SUNSHINE ACT ANNOUNCEMENTS VI. APPROVAL OF AGENDA VII. PUBLIC COMMENTS ON ACTION ITEMS
VIII. APPROVAL OF MINUTES
A. Motion to approve the Reorganization Meeting Minutes of December 5, 2019. (Attachment A)
B. Motion to approve the Regular School Board Meeting Minutes of December 5, 2019. (Attachment B)
C. Motion to approve the Special School Board Meeting Minutes of December 12, 2019. (Attachment C)
IX. PRESENTATIONS/DISCUSSION A. School Board Director Appreciation presentation by High School students Carly Eidle
(Grade 12) and Ethan Wambold (Grade 11).
X. OLD BUSINESS XI. NEW BUSINESS
A. PERSONNEL REPORT i) RETIREMENT
(1) Mike Swartley, full-time Technology Assistant at the High School submitted his intent to retire, effective April 17, 2020.
ii) RESIGNATIONS (1) PROFESSIONAL
(a) Valerie Gibbons, Speech and Language Therapist for the District, effective 60 days from December 23, 2019.
(2) SUPPORT STAFF (a) Diana Smith, Cafeteria and Playground Aide at 4/5 Grade Center,
effective January 9, 2020.
January 9, 2020 - Page 3 of 6
AGENDA – JANUARY 9, 2020
iii) APPOINTMENTS (1) PROFESSIONAL STAFF
(a) Kelly Gruber, Learning Support Teacher, at Hereford Elementary School, to be hired, subject to employment history review and receipt of all required clearances prior to first day of employment, at Masters, Step 4, prorated for the 2019/2020 school year.
(2) HOMEBOUND INSTRUCTION/INSTRUCTION IN THE HOME, effective for the 2019/2020 school year: (a) Susanne Hunsberger (b) Christa Paul (c) Richard Kressly
(3) SUPPLEMENTAL POSITIONS for the 2019/2020 school year:
Area Position Name Salary Hereford – Mathematics Curriculum
Assistant Stephanie Diehl Prorated for
days worked $1275.00
A
Marlborough- ELA Curriculum Assistant
Erica Fitzgerald $637.50 (50%)
A
Marlborough- Math Curriculum Assistant
Dana Rosenberger $637.50 (50%)
A
4th & 5th Grade Center- ELA Curriculum Assistant
Lisa Burdick $510.00 (50%)
B
4th & 5th Grade Center- Math Curriculum Assistant
Beth Bianco $637.50 (50%)
A
High School Link Crew Megan Smolinski $612.00 (50%)
B
High School Link Crew Brian Hansley $612.00 (50%
B
High School Link Crew Matthew Nomland $612.00 (50%)
B
High School Link Crew Christa Paul $612.00 (50%)
B
High School Foreign Language Curriculum Assistant
Rachel Schmeckenbecker
$2028.00 B
High School Social Studies Curriculum Asst.
Colby Phillips $2535.00 A
High School Math Curriculum Assistant
Caren Miller $1267.50 (50%)
A
High School Math Curriculum Assistant
Meredith Wickard $1267.50 (50%)
A
January 9, 2020 - Page 4 of 6
AGENDA – JANUARY 9, 2020
iv) LEAVES OF ABSENCE(1) Jennifer Bamford, approved continuous Family and Medical Leave beginning
December 20, 2019, and expected return date of January 13, 2020.(2) Tracy James, approved Family and Medical Leave, beginning on January 24,
2020, and expected return date of March 9, 2020.(3) Kevin Patterson, approved Family and Medical Leave beginning December 16,
2019 through December 31, 2019.(4) Lorie Seimes, approved continuous Family and Medical Leave beginning
November 23, 2019, through January 2, 2020.
B. ACTION ITEMSi) Motion to approve the following Board Repeals/Revisions and Adoptions:
(Attachment D)(1) Policy No. 124 – Alternative Instruction(2) Policy No. 125 – Adult Education(3) Policy No. 127 – Assessment System(4) Policy No. 130 – Homework(5) Policy No. 137.1 – Extracurricular Participation by Home Education Students(6) Policy No. 138 – Language Instruction Educational Program for English Learners(7) Policy No. 140 – Charter Schools(8) Policy No. 140.1 – Extracurricular Participation by Charter/Cyber Students(9) Policy No. 142 – Migrant Students(10) Policy No. 143 - Standards for Persistently Dangerous Schools(11) Policy No. 144 – Standards for Victims of Violent Crimes(12) Policy No. 146 – Student Services(13) Policy No. 150 – Title 1 - Comparability of Services(14) Policy No. 701.1 – Naming of District Facilities
ii) Motion to approve Dr. Kerry Drake to serve as a Board representative on the JointOperating Committee of the Western Montgomery Career & Technical Center tocomplete a term that expires December, 2020.
iii) Motion to approve Keith McCarrick to serve as a Board representative on the JointOperating Committee of the Western Montgomery Career & Technical Center for aterm to expire December, 2022.
iv) Motion to approve temporary hourly increase in pay to Patti Kolb, acting FoodService Manager from $12.60/hour to $13.30/hour, retroactive to November 14,2019, for the remainder of the 2019/2020 school year.
v) Motion to approve temporary hourly increase in pay to Deborah Benner, actingAssistant Food Service Manager, from $12.08/ hour to $12.90/hour, retroactive toNovember 14, 2019, and continuing for the remainder of the 2019/2020 school year.
January 9, 2020 - Page 5 of 6
AGENDA – JANUARY 9, 2020
vi) Motion to acknowledge receipt of PlanCon Part H: Project Financing for the new Upper Perkiomen Middle School and to enter PDE approval of this document and appended materials into the minutes of this meeting. This is the final PlanCon H for the new Middle School project. (Attachment E)
vii) Motion to approve the Settlement Agreement and Release between Upper Perkiomen School District and Heather Bower.
viii) Motion to approve the agreement regarding waiver of a formal hearing for student
#262946.
C. FINANCIAL REPORTS (Attachment F) i) Operating Reports – November
(1) Budget to Actual Summary (2) Budget to Actual Detail (3) Revenue Summary (4) Expenditure Summary (5) General Fund Receipts
viii) Middle School Construction Summary ix) Payroll x) Cafeteria xi) Bills
(1) General Fund Expenditures (2) Capital Fund Expenditures
XII. NEW FOLLOW UP ITEMS XIII. PUBLIC COMMENTS
January 9, 2020 - Page 6 of 6
AGENDA – JANUARY 9, 2020
XIV. BOARD COMMENTS
XV. ADJOURNMENT
FUTURE BOARD MEETINGS DATE TIME LOCATION Ad Hoc Suicide Prevention Committee Meeting 01/16/20 6:00 pm Education Center Facilities Committee Meeting 01/16/20 7:00 pm Education Center Finance Committee Meeting 01/20/20 6:30 pm Education Center Policy Committee Meeting 01/20/20 8:00 pm Education Center Communication Committee Meeting 01/23/20 6:00 pm Education Center Board Workshop 01/23/20 7:00 pm Education Center School Board Retreat 01/25/20 8:30 am-1:00 pm Education Center Curriculum & Instruction Committee Meeting 01/27/20 6:00 pm Education Center Special Education & Pupil Services Committee Meeting
01/27/20 7:30 pm Education Center
School Board Meeting 02/13/20 7:00 pm Education Center
The Upper Perkiomen Board of School Directors appreciates your interest in and support for the students and their school experience.
UPPER PERKIOMEN SCHOOL DISTRICT 2229 East Buck Road
Pennsburg PA 18073
December 5, 2019
CALL TO ORDER BY PAST PRESIDENT The Reorganization meeting was called to order at 7:00 p.m. in the Upper Perkiomen
Education Center with the following members attending: Keith McCarrick, Dr. Kerry A. Drake, Stephen L. Cunningham, and Melanie R. Cunningham.
ELECTION OF TEMPORARY CHAIRPERSON Motion by Kerry A. Drake, seconded by Melanie R. Cunningham, that Stephen L.
Cunningham be elected as Temporary Chairperson of the reorganization of the Board of School Directors. Motion carried; all voted aye.
OATHS OF OFFICE Oaths of Office were administered by District Justice Maureen Coggins to Mike W.
Elliott, Dana E. Hipszer, Raeann B. Hofkin, Judy Maginnis, and Peg Pennepacker.
ELECTION OF OFFICERS A nomination for Raeann B. Hofkin to be elected as President of the Upper Perkiomen
School Board was made by Melanie R. Cunningham, seconded by Keith McCarrick.
A nomination for Mike W. Elliott to be elected as President of the Upper Perkiomen School Board was made by Judy Maginnis, seconded by Dana Hipszer.
Motion by Raeann B. Hofkin, seconded by Melanie R. Cunningham that nominations for President be closed. Motion carried; all voted aye.
Sandra Kassel called for a Roll Call Vote and asked that each person state the name of the candidate they were voting for. ROLL CALL VOTE: M. Cunningham – Raeann Hofkin, Pennepacker – Raeann Hofkin, S. Cunningham – Raeann Hofkin, Elliott – Mike Elliott, Drake – Raeann Hofkin, Hofkin – Raeann Hofkin, Maginnis – Mike Elliott, McCarrick – Raeann Hofkin, Hipszer – Mike Elliott.
Raeann B. Hofkin was elected President of the Upper Perkiomen School Board.
A nomination for Mike W. Elliott to be elected as Vice President of the Upper Perkiomen School Board was made by Stephen L. Cunningham, seconded by Keith McCarrick.
A nomination for Judy Maginnis to be elected as Vice President of the Upper Perkiomen School Board was made by Mike Elliott, seconded by Stephen L. Cunningham.
A nomination for Peg Pennepacker to be elected as Vice President of the Upper Perkiomen School Board was made by Raeann Hofkin, seconded by Stephen L. Cunningham.
Motion by Stephen L. Cunningham, seconded by Melanie R. Cunningham that nominations for Vice President be closed. Motion carried; all voted aye.
ATTACHMENT A
Page 2 December 5, 2019 Reorganization Meeting
Sandra Kassel called for a Roll Call Vote and asked that each person state the name of the candidate they were voting for. ROLL CALL VOTE: Hipszer – Mike Elliott, McCarrick – Judy Maginnis, Judy Maginnis – Judy Maginnis, Drake – Mike Elliott, Hofkin – Mike Elliott, Elliott – Mike Elliot, S. Cunningham – Mike Elliott, Pennepacker – Judy Maginnis, M. Cunningham – Mike Elliott.
Mike W. Elliott was elected Vice President of the Upper Perkiomen School Board.
ADJOURNMENT Motion by Keith McCarrick, seconded by Stephen L. Cunningham that the meeting be
adjourned. Motion carried; all voted aye.
UPPER PERKIOMEN SCHOOL DISTRICT 2229 East Buck Road
Pennsburg PA 18073
December 5, 2019
CALL TO ORDER The regular meeting of the Board of School Directors of the Upper Perkiomen School District was called to order by President Raeann B. Hofkin, at 7:15 p.m. at the Upper Perkiomen Education Center. The following Board members attended: Dana E. Hipszer, Keith McCarrick, Judy Maginnis, Dr. Kerry A. Drake, Raeann B. Hofkin, Mike W. Elliott, Stephen L. Cunningham, Peg Pennepacker, and Melanie R. Cunningham. Administration in attendance were: Allyn Roche, EdD., Andrea Farina, EdD., Sandra M. Kassel, and Georgiann Fisher. Others in attendance were: David Conn, Ethan Wambold, Dyan Hipszer, Mark Mancini, and Chris Tompkins.
SUPERINTENDENT’S REPORT Dr. Roche highlighted the UPSD website and navigated some areas. He showed where his Superintendent goals for the year were added in the Administration section. Dr. Roche shared that under the Parents section the closing and delay information is there. Dr. Roche shared that he would like to have the potential to institute a three hour late start if necessary on a bad weather day beginning in 2020. Dr. Roche then showed the calendar and talked about the days that could be used as make-up days if necessary due to using more than the built in three snow days or the possibility of school dismissing earlier if no snow days were used. Dr. Roche announced that the district will be participating in The Great Kindness Challenge the week of January 27 – 31, 2020. He explained that this promotes students to create kindness. Dr. Roche presented Upper Perkiomen pride pins to the new board members. He then thanked the board for choosing him as Superintendent and shared that he has enjoyed the past five months and that he is very happy to be here.
STUDENT REPRESENTATIVE TO THE BOARD REPORT Ethan Wambold spoke about winter sports being underway, and that the band, choir and orchestra concerts will be taking place. Ethan said that the Special Olympics polar plunge will be held on December 13th at Souderton High School.
SOLICITOR’S REPORT/SUNSHINE ACT ANNOUNCEMENTS Mr. Conn announced that an Executive Session will be held after the evening’s meeting for the purpose of discussing the collective bargaining agreement.
APPROVAL OF AGENDA Motion by Stephen L. Cunningham, seconded by Mike W. Elliott, to approve the agenda. Motion carried; all voted aye.
PUBLIC COMMENTS ON ACTION ITEMS None
MINUTES A. Motion by Stephen L. Cunningham, seconded by Keith McCarrick, to approve the Regular
School Board Meeting Minutes of November 14, 2019 with the amended revisions, which were to add dialogue under Action Item iii, to mark Mrs. Smith as absent on votes, to check Mrs. Hofkin’s vote on Action Item xiv, and to document the answer to Dr. Farris’s question in the Board comments section. (Attachment A). VOTE: Hipszer – yes, McCarrick – yes, Maginnis – yes, Drake – abstain, Hofkin – yes, Elliott – yes, S. Cunningham – yes, Pennepacker – yes, M. Cunningham – yes. Motion carried.
ATTACHMENT B
Page 2 Upper Perkiomen School District Board Meeting, December 5, 2019
PRESENTATIONS/DISCUSSION A. Board Policy Adoptions/Revisions First Reading (Attachment B)
ii) Policy No. 124 – Alternative Instructioniii) Policy No. 125 – Adult Educationiv) Policy No. 126 – Class Sizev) Policy No. 127 – Assessment Systemvi) Policy No. 130 – Homeworkvii) Policy No. 137.1 – Extracurricular Participation by Home Education Studentsviii) Policy No. 138 – English Language Development (ELD) Programix) Policy No. 140 – Charter Schoolsx) Policy No. 140.1 – Extra Curricular Participation by Charter/Cyber Studentsxi) Policy No. 142 – Migrant Studentsxii) Policy No. 143 - Standards for Persistently Dangerous Schoolsxiii) Policy No. 144 – Standards for Victims of Violent Crimesxiv) Policy No. 146 – Student Servicesxv) Policy No. 150 – Title 1 - Comparability of Servicesxvi) Policy No. 701.1 – Naming of District Facilities
Mrs. Hofkin announced that the rest of the 100 section is done being reviewed. She asked the Board to review the Naming of District Facilities policy which was on for a first read this evening. Mrs. Hofkin said that some of the outdated policies are on the agenda to be retired. There was a discussion about Policy 126, and a request to see the AR before that policy would be voted on was made.
OLD BUSINESS Dr. Roche said everything is ready to move forward with the new Bus App and it will most likely be activated in the new year.
NEW BUSINESS - PERSONNEL REPORT A. PERSONNEL REPORT
Motion by Stephen L. Cunningham, seconded by Keith McCarrick, to approve the PersonnelReport as presented:
i) RESIGNATIONS1. Jennifer Elliker, Professional Employee at Hereford Elementary, resigned her position
with the district, effective November 19, 2019.2. Michelle Stinger, Part-Time Custodian at Hereford Elementary, resigned her position
with the district, effective November 14, 2019.
ii) APPOINMENTS1. SUPPLEMENTAL POSITIONS for the 2019/2020 school year:AREA POSITION NAME SCHEDULE SALARY
High School Varsity Wrestling Coach Steve Adam A $8,435.00
High school Gaming Club Advisor Taylor Gregory B $612.00 (50%) 4/5 Center Reading Olympics Beth Avanzato B $587.50 (50%)
Page 3 Upper Perkiomen School District Board Meeting, December 5, 2019
iii) OTHER1. Grant TENURE STATUS to the following Temporary Professional Employee effective for
the 2019-2020 school year:(a) Danielle Stanek
Motion carried; all voted aye.
B. ACTION ITEMSi) Motion by Stephen L. Cunningham, seconded by Keith McCarrick, to approve the 2020
School Board and Workshop Meeting Dates. (Attachment C) Motion carried; all voted aye.
ii) Motion by Stephen L. Cunningham, seconded by Kerry A. Drake, to adopt the attachedResolution focused on planning for future implementation of full-day Kindergarten. (Attachment D). Motion carried; all voted aye.
Motion by Stephen L. Cunningham, seconded by Keith McCarrick, to approve Action Items iii, iv, and v:
iii) Motion to approve an Amendment to the Agreement between Upper PerkiomenSchool District and the Greater Philadelphia YMCA for Before and After SchoolChild Care Services. (Attachment E)
iv) Motion to approve a Proposal for Empowerment Services for Skyward observation,assessment and training for the Human Resources and Business Departments ata cost of $12,375.00. (Attachment F)
v) Motion to approve the Agreement with KidsPeace National Centers for PrivateAcademic Program services for student #277002, beginning November 13, 2019, inthe amount of $161.53/day. (Attachment – Board Only)
Motion carried; all voted aye.
vi) Motion by Kerry A. Drake, seconded by Stephen L. Cunningham, to approve the agreementwith Building Blocks Behavioral Services through December 2, 2020, for behavior, analytic, consultative and supervisory services provided by a Board Certified Behavior Analyst (BCBA) to the Registered Behavior Technicians (RBT) on a monthly basis. (Attachment G). Motion carried; all voted aye.
Motion by Stephen L. Cunningham, seconded by Mike W. Elliott, to approve Action Items vii, viii, ix, and x:
vii) Motion to approve the following Board Policy Repeals/Revisions/Adoptions:(Attachment H)1. Policy No. 113.4 – Confidentiality of Special Education Student Information2. Policy No. 117 – Homebound Instruction3. Policy No. 118 – Independent Study4. Policy No. 119 – Current Events
Page 4 Upper Perkiomen School District Board Meeting, December 5, 2019
viii) Overnight Trip:1. Motion to approve members of the Upper Perkiomen High School Speech andDebate Club to attend the PHSSL League Tournament, December 13-14, 2019, atLaSalle College High School in Wyndmoor, PA.
ix) Motion to approve Change Order GC-016 with Boro Developers, Inc. in the amountof $576.52 to provide additional room identification signage for the new Middle School.
x) Motion to approve Change Order EC-006 with R.J. Electric Inc. in the amount of$1,696.20 for the installation of wiring for door #101A at the 4th and 5th Grade Center.
Motion carried; all voted aye.
BUSINESS REPORTS Motion by Stephen L. Cunningham, seconded by Keith McCarrick, to approve the payment of bills, in the amount of $485,898.76 from the General Fund. Motion carried; all voted aye.
Motion by Stephen L. Cunningham, seconded by Keith McCarrick, to approve the payment of bills in the amount of $15,744.59 from the Capital Projects & Capital Reserve Accounts. Motion carried; all voted aye.
Motion by Stephen L. Cunningham, seconded by Mike W. Elliott, to approve the Per Capita Exonerations. Motion carried; all voted aye.
NEW FOLLOW UP ITEMS Request for the 126 AR was made, which will be ready for the policy meeting.
PUBLIC COMMENTS Mark Mancini, Hereford Township, wished the new school board members Good Luck.
Mr. Mancini said he had concerns with students at the 4th & 5th Grade Center walking on Sixth St. at the underpass.
Chris Tompkins, Upper Hanover said at the last policy meeting a drug testing policy was on the agenda, he asked if the Board had been working on a drug testing policy or if it came from a suggestion as a public comment at a board meeting.
BOARD COMMENTS Stephen Cunningham announced that the Western Center meeting is on January 6, 2020 at 7:00 p.m. if anyone was interested. Melanie Cunningham asked if the 8th Grade class was still planning on a trip to a movie at the Grand Theater. Mike Elliott thanked everyone for coming out tonight and welcomed Dana and Peg to the Board and said he is looking forward to working together. Kerry Drake talked about the polar bear plunge being open to open to children of different abilities and to acknowledge that Mr. Thrush will also be participating.
Raeann Hofkin welcomed Dana and Peg and thanked everyone for support of her as President.
ADJOURNMENT Motion by Stephen L. Cunningham, seconded by Melanie R. Cunningham, that the meeting be adjourned at 8:13 p.m. Motion carried; all voted aye.
Sandra M. Kassel, Board Secretary
UPPER PERKIOMEN SCHOOL DISTRICT 2229 E. Buck Road
Pennsburg, PA 18073
SPECIAL MEETING December 12, 2019
CALL TO ORDER The Special Meeting of the Board of School Directors of the Upper Perkiomen School
District was called to order by President Raeann B. Hofkin at 6:00 p.m. in the Upper Perkiomen Education Center with the following members attending: Peg Pennepacker, Dr. Kerry A. Drake, Melanie R. Cunningham, Keith McCarrick (phone-in), Raeann B. Hofkin, Mike W. Eliott, Judy Maginnis, Dana E. Hipszer, and Stephen L. Cunningham. Administration in attendance were: Allyn J. Roche, EdD., Andrea Farina, EdD, Georgiann Fisher, and Sandra M. Kassel. Others in attendance were: George Bonekemper and Jim Coffey.
PUBLIC COMMENTS ON AGENDA ITEMS ONLY None
ACTION ITEMS Motion by Stephen L. Cunningham, seconded by Mike W. Elliott, to approve Action items A and B:
A. Motion to approve the 2019-2022 Professional Agreement between the UpperPerkiomen Board of School Directors and the Upper Perkiomen EducationAssociation.
B. Motion to approve a Memorandum of Understanding between the Upper PerkiomenEducation Association and the Upper Perkiomen School District regarding theFair Share provision in the 2016-2019 Professional Agreement and its possibleinclusion in the successor agreement. (Attachment A).
Mrs. Cunningham, Mrs Hofkin and Mrs. Kassel all thanked everyone that was involved in the negotiations for all of the hard work and commitment in coming to an agreement.
PUBLIC COMMENTS George Bonekemper, Upper Hanover Township, said that the Public Employee Relations Act was enacted in 1970 and Upper Perkiomen has never had a work stoppage in that time. He congratulated and thanked the UPEA, the Administration, and the Board for their hard work on the agreement.
BOARD COMMENTS Dr. Roche said that he was pleased to bring the agreement to a resolution for the benefit of the staff, the students and the community. He thanked the negotiations team for all of their hard work and dedication. Dr. Roche thanked the teachers for their dedication on
ATTACHMENT C
Page 2 Upper Perkiomen School District Special Board Meeting, December 12, 2019
starting the school year out on a positive note despite the fact they were working without a contract and for continuing that excellent attitude all the way through until the agreement was resolved.
PUBLIC COMMENTS Jim Coffey, Upper Hanover Township and retired high school teacher, was asking About a previous grant fund where the balance remaining was rolled over to the general fund. Judy Maginnis asked Mr. Coffey if he contacted clubs at the high school regarding them continuing with the project.
Motion by Stephen L. Cunningham, seconded by Mike W. Elliott, that the meeting be adjourned at 6:15 pm. Motion carried; all voted aye.
Sandra M. Kassel, Board Secretary
Upper Perkiomen School District Intent to Repeal & Replace Policy Manual
Section 100 Programs
Title Summer School
Code 124
Status Active
Adopted December 2, 1999
Authority
It is the policy of the Board that the Upper Perkiomen School District may conduct a summer program of remedial and enrichment instruction at the elementary, middle and high school levels.[1][2][3]
In order to support a program of summer instruction, the Board shall employ teaching and administrative staff, provide necessary books, materials, supplies, and equipment and utilize schools and other facilities, as requried.
The Board shall approve tuition fees for resident and nonresident students, except when the federal government or other agencies provide funding.
Guidelines
The summer school curriculum shall be established in accordance with the needs of students. Remedial courses may be offered to provide opportunities for students to qualify for promotion and/or credit in areas and subjects where previous work has not met promotional/credit standards.[4]
Delegation of Responsibility
The Superintendent or designee shall be responsible for planning the summer school curriculum, recommending appropriate staff appointments, making student and staff assignments, evaluating and reporting student progress, utilizing facilities, and providing regulations for student behavior.
The administration shall have the right to dismiss a student for disciplinary reasons, with no refund of fees.
The administration shall have the right to cancel announced summer courses for which there is insufficient enrollment.
Regulations for the operation of summer school shall be consistent with Board policies, and the operation of summer school shall not conflict in any way with the administration of the regular school sessions of the Upper Perkiomen School District.
Upper Perkiomen School District PROPOSED REPLACEMENT No. 124 Policy Manual
Section 100 Programs
Title Alternative Instruction
Code 124
Status Second Reading
Authority
The Board may grant credit toward high school graduation for course work successfully completed through approved summer school, correspondence courses, distance education, online courses and dual enrollment, in accordance with this policy.[1][2][3][4][5][6]
Delegation of Responsibility
The building principal shall be responsible for reviewing and approving student applications for earning credit toward graduation through approved alternative instruction courses.
The building principal shall determine the number of credits assigned to such a course as part of the approval process before the student begins the course.
Guidelines
Students shall submit to the building principal a written request for approval of each proposed course and the number of credits sought.
The course subject must be included in the district’s planned instruction and be relevant to established academic standards.[7][8]
The student shall receive the same letter grade for credit that is assigned by the alternative instruction course.
The Board shall approve tuition fees for resident and nonresident students, except when the federal government or other agencies provide funding.
Upper Perkiomen School District Intent to Repeal & Replace Policy Manual
Section 100 Programs
Title Adult Education
Code 125
Status Active
Adopted December 2, 1999
Purpose
The Board recognizes the interests of adult members of the community in educational growth and advancement and the need of both adults and minors for learning programs not available to them in the regular program of the schools.
Authority
The Board may establish and maintain a program of adult education based upon the needs and interests of the community, consistent with the educational goals and policies of the Board.[1][2][3]
Delegation of Responsibility
The Superintendent or his/her designee, in agreement with the Board, will appoint and determine the salary of a Director of the Adult School to administer the adult education program.
The Director of the Adult School shall develop a program of adult education in accordance with the Rules and Regulations Interpreting Adult School Board Policy
Upper Perkiomen School District No. 125 -PROPOSED REPLACEMENT Policy Manual
Section 100 Programs
Title Adult Education
Code 125
Status Second Reading
Purpose
The Board recognizes the value of opportunities for educational growth and advancement to adult members of the community and the need of adults for educational programs.
Authority
The Board may establish and maintain a program of adult education based upon the needs and interests of the residents, consistent with the district’s educational goals and objectives and Board policies.[1][2][3][4]
The Board may employ staff, utilize available facilities, supply instructional and supplementary materials, and provide administrative leadership required to maintain the adult education program. The Board shall establish the tuition rate for each course offered in the adult education program.[3][5]
Guidelines
Admission to an adult education program shall be open to:
1. All adult residents of this district.
2. Adult residents of other districts who apply and whose admittance will notdeprive admittance to a district resident.
3. Minors enrolled in district schools, when appropriate.
Upper Perkiomen School District Intent to Repeal & Replace Policy Manual
Section 100 Programs
Title Assessment System
Code 127
Status Active
Adopted December 2, 1999
Purpose
The Board recognizes its responsibility to develop and implement an assessment plan that will determine the degree to which students are achieving academic standards and will provide information for improving the educational program.[1]
Authority
The Board shall approve an assessment plan for use in Upper Perkiomen School District schools that is aligned with the adopted academic standards and State assessments. Such plan shall be described in the Upper Perkiomen School District's Strategic Plan.[3][1][4]
The Board reserves the right to review Upper Perkiomen School District assessment measures and to approve those that serve a legitimate purpose without infringing upon the personal rights of the students or parents.[1]
The Board shall grant requests by parents or guardians to review the State assessments two (2) weeks prior to their administration, during regular Upper Perkiomen School District office hours. The Upper Perkiomen School District shall ensure the security of the assessment documents.[5]
The Board shall grant parents or guardians the right to have their student excused from State assessments that conflict with their religious beliefs upon receipt of a written request to the Superintendent.[5]
The Superintendent shall recommend methods of assessment and evaluation, based on his/her professional judgment, generally accepted professional practice and staff input.
The Superintendent shall be responsible to release summary information to the public and Department of Education regarding student achievement, but shall not include any individually identifiable information.[1]
The Superintendent shall recommend improvements in the curriculum and instructional practices based upon the assessment results.
Guidelines
Parents may obtain an explanation of assessment results from qualified school personnel.
The Upper Perkiomen School District shall provide assistance to students not attaining academic standards at the proficient level.[1]
Legal 1. 22 PA Code 4.523. 22 PA Code 4.514. 22 PA Code 4.135. 22 PA Code 4.4
Upper Perkiomen School District No. 127 – PROPOSED REPLACEMENT Policy Manual
Section 100 Programs
Title Assessment System
Code 127
Status Second Reading
Purpose
The Board recognizes its responsibility to develop and implement an assessment system that will determine the degree to which students are achieving academic standards and provide information for improving the educational program.
Authority
The Board shall approve an assessment system for use in district schools to assess individual attainment of state and local academic standards, and to identify those students not attaining academic standards and provide assistance. The Board shall approve an assessment system at least once every six (6) years, which shall be implemented no later than one (1) year after the approval date.[1][2][3][4]
The Board reserves the right to review district assessment measures and to approve those that serve a legitimate purpose without infringing upon the personal rights of the students or parents/guardians.[3][5]
The Board directs the Superintendent or designee to grant requests to review state assessments from parents/guardians to determine whether the state assessments conflict with the parents’/guardians’ religious beliefs. Parent/Guardian requests shall be submitted at least two (2) weeks prior to the administration of state assessments. The district shall ensure the security of the assessment documents.[6]
If, upon inspection of a state assessment, a parent/guardian finds the assessment to be in conflict with their religious beliefs, the parent/guardian shall have the right to have their child excused from that state assessment, upon written request to the Superintendent stating the objection.[6]
The Superintendent or designee shall recommend various methods of assessment and evaluation based on his/her professional judgment, generally accepted professional practice, staff inputand state regulations.[1][2][3]
The Superintendent or designee shall provide summary information to the public regarding student achievement, including results of assessments, in accordance with federal and state law and regulations.[3]
The Superintendent or designee shall provide information regarding the achievement of academic standards to the PA Department of Education when requested; such information shall not include student names, identification numbers or individually identifiable information.[3]
The Superintendent or designee shall recommend improvements in the educational program, curriculum and instructional practices based upon student assessment results.[3]
Guidelines
Parents/Guardians shall receive information regarding their child’s state assessment scores and may obtain an explanation of assessment results from qualified school personnel.[7][8][9]
The district shall provide assistance to students not attaining academic standards at the proficient level. The district shall inform students and parents/guardians about how to access such assistance.[3][5]
Students with disabilities and students participating in ESL/Bilingual Education programs shall participate in assessments, with appropriate accommodations when necessary.[2][8][10][11]
Legal 1. 22 PA Code 4.122. 22 PA Code 4.513. 22 PA Code 4.524. Pol. 1025. 22 PA Code 12.416. 22 PA Code 4.47. 20 U.S.C. 63118. Pol. 1389. Pol. 21210. Pol. 103.111. Pol. 113
Upper Perkiomen School District Intent to Repeal & Replace Policy Manual
Section 100 Programs
Title Homework
Code 130
Status Active
Adopted December 2, 1999
Purpose
Homework assignments should complement classroom instruction, relate to school experiences, and provide practice in needed skills.
Through homework, classroom instruction is reinforced, high expectations are supported, students are motivated toward independent learning and responsibility, and the cooperative relationship between home and school in the learning process is strengthened.
Guidelines
Homework shall be assigned on a regular basis.
Homework assignments shall be clearly and thoroughly described.
Each assignment should call for tasks which are applicable to classroom instruction of the students in the class.
The amount of time devoted to homework will vary according to organizational levels and curriculum requirements. Each level shall annually publish guidelines for homework in the student handbook.
Delegation of Responsibility
The building principal shall be responsible to monitor implementation of the homework policy.
Upper Perkiomen School District No. 130 – PROPOSED REPLACEMENT Policy Manual
Section 100 Programs
Title Homework
Code 130
Status Second Reading
Purpose
The purpose of homework assignments should be to:
1. Provide practice and reinforcement of skills presented by the teacher.
2. Provide opportunities for parents/guardians to know what their child is studying.
3. Encourage parent/guardian and child interaction.
Guidelines
Each student shall be responsible for completing homework assignments as directed.[1]
Homework shall complement classroom instruction and be planned and evaluated with respect to its purpose, appropriateness, and completion time.
The demand of homework upon the students’ time shall be consistent with the best interests of the students in regards to other valuable experiences to be gained outside of school.
Upper Perkiomen School District Intent to Repeal & Replace Policy Manual
Section 100 Programs
Title Extracurricular Participation by Home Education Students
Code 137.1
Status Active
Adopted October 13, 2016
Last Reviewed August 18, 2016
Authority
The Board shall approve participation in the district’s extracurricular activities and interscholastic athletic programs by a student enrolled in a home education program if all of the following conditions are met:[1][2][3][4][5]
1. The student is a resident of the school district.
2. The student fulfills all eligibility criteria, or their equivalent, required forparticipation in an activity or program by district students, in accordance withBoard Policy.
The Board shall not provide individual transportation for students enrolled in home education programs who participate in the district’s extracurricular activities or interscholastic athletic programs. When the district provides transportation to and from an away competition, game, event or exhibition and requires district students to use district transportation, home education students shall be required to use the transportation provided by the district.
Guidelines
Students attending home education programs shall be given an equal opportunity to compete for positions and participate in district extracurricular activities and interscholastic athletic programs.
A home education student may participate in extracurricular activities and interscholastic athletic programs at the school building the student would be assigned to if s/he was enrolled in the school district.
If a class for credit held during the school day by the school district is required for participation in activities that take place outside of the class, home education students shall not be eligible to participate in such activities.
Prior to trying-out or joining an activity, a home education student shall submit required documents and written verification of eligibility to the building principal or designee.
To be considered in attendance in accordance with Board policy, the home education student must participate in a full, normally scheduled academic program, in accordance with the planned home education program.[5][6]
The following guidelines shall govern participation in the district’s extracurricular activities and interscholastic athletic programs by home education students, who shall:
1. Meet the same eligibility criteria, or their equivalent, required of districtstudents, in accordance with applicable Board policies and administrativeregulations.[3][4]
2. Maintain appropriate insurance coverage, consistent with the coveragerequirements for district students.[4]
3. Comply with Board policies and school rules and regulations regardingextracurricular activities, interscholastic athletics, and student discipline.[3][4][7]
4. Comply with policies, rules and regulations, or their equivalent, of the activity’sgoverning organization.[1][2]
5. Meet attendance and reporting requirements established for all participants ofthe activity or program.[6]
6. Meet the requirements for physical examinations and physical fitness and anyheight and/or weight restrictions.[2][4]
7. Comply with all requirements and directives of the district staff, coaches andadministrators involved with the extracurricular activity or interscholasticathletic program.
Delegation of Responsibility
The building principal or designee shall receive and review verification from the parent/guardian that a student has met and continues to meet the established eligibility criteria for an extracurricular activity or interscholastic athletic program.
The district shall distribute information regarding eligibility criteria and student participation in extracurricular activities and interscholastic athletics to all affected by them.
The district shall develop a procedure to ensure that home education students have access to information regarding the district’s extracurricular activities and interscholastic athletic programs.
Upper Perkiomen School District No. 137.1 – PROPOSED REPLACEMENT Policy Manual
Section 100 Programs
Title Extracurricular Participation by Home Education Students
Code 137.1
Status Second Reading
Authority
The Board shall approve participation in the district’s extracurricular activities and interscholastic athletic programs by a student enrolled in a home education program who meets all the conditions stated in Board policy.[1][2][3][4][5]
The Board shall not provide individual transportation for students enrolled in home education programs who participate in the district’s extracurricular activities or interscholastic athletic programs. When the district provides transportation to and from an away competition, game, event or exhibition and requires district students to use district transportation, home education students shall be required to use the transportation provided by the district.
Guidelines
Students attending home education programs shall be given an equal opportunity to compete for positions and participate in district extracurricular activities and interscholastic athletic programs.
A home education student may participate in extracurricular activities and interscholastic athletic programs only at the school building the student would be assigned to if s/he was enrolled in the school district.
Prior to trying-out or joining an activity, a home education student shall submit required documents and written verification of eligibility to the building principal or designee.
To be considered in attendance in accordance with Board policy, the home education student must participate in a full, normally scheduled academic program, in accordance with the planned home education program and submitted documentation.[5][6]
The following conditions shall govern participation in the district’s extracurricular activities and interscholastic athletic programs by home education students, who shall:
1. Be a resident of the school district.
2. Meet the required eligibility criteria.[3][4]
3. Maintain appropriate insurance coverage, consistent with the coveragerequirements for district students.[4]
4. Comply with Board policies and school rules and regulations regardingextracurricular activities, interscholastic athletics, and student discipline.[3][4][7]
5. Comply with policies, rules and regulations, or their equivalent, of the activity’sgoverning organization.[1][2]
6. Meet attendance and reporting requirements established for all participants ofthe activity or program.[6]
7. Meet the requirements for physical examinations and physical fitness and anyheight and/or weight restrictions.[2][4]
8. Comply with all requirements and directives of the district staff, coaches andadministrators involved with the extracurricular activity or interscholasticathletic program.
Delegation of Responsibility
The building principal or designee shall ensure that home education students have access to information regarding the district’s extracurricular activities and interscholastic athletic programs.
The building principal or designee shall receive and review verification from the parent/guardian that a student has met and continues to meet the established eligibility criteria for an extracurricular activity or interscholastic athletic program.
The building principal or designee shall distribute information regarding eligibility criteria and student participation in extracurricular activities and interscholastic athletics to all affected by them.
Upper Perkiomen School District Intent to Repeal & Replace Policy Manual
Section 100 Programs
Title English Language Development (ELD) Program
Code 138
Status Active
Adopted May 15, 2003
Last Revised August 15, 2018
Purpose
In accordance with the Board's philosophy to provide a quality educational program to all students, the district shall provide an appropriate planned instructional program for identified students whose dominant language is not English.
The purpose of the program is to increase the English language proficiency of eligible students so that they can attain the academic standards adopted by the Board and achieve academic success. Students who have limited English proficiency (LEP) will be identified, assessed and provided appropriate services.
Authority
The Board shall adopt a program of educational services for students whose dominant language is not English. The program shall be English as a Second Language instruction. The English Language Development program shall be based on effective research-based theory, be implemented with sufficient resources and appropriately trained staff, and be evaluated periodically.[1][2][3]
The Board may address ELD students and programs in the District Comprehensive Planning Process and shall include appropriate training for professional staff in its Professional Education Plan.[4][5][6][7][8][9]
The Superintendent or designee shall implement and supervise an ELD program that ensures appropriate ELD instruction in each school and complies with federal and state laws and regulations.
The Superintendent or designee, in conjunction with appropriate stakeholders, shall develop and disseminate written procedures regarding the ELD program, including:
1. Program goals.
2. Student enrollment procedures
3. Assessment procedures for program entrance, measurement of progress, andprogram exit.
4. Classroom accommodations.
5. List of resources, including support agencies and interpreters.
Guidelines
The district shall establish procedures for identifying students whose dominant language is not English. The Home Language Survey shall be completed for each student in the district and be filed in the student's permanent record folder through graduation. For students whose dominant language is not English, assessment of the student's English proficiency level must be completed to determine the need for English as a Second Language instruction.[3]
Students whose dominant language is not English should be enrolled in the district upon presentation of a local address and proof of immunization. Students shall have access to all academic and extracurricular activities available in the Upper Perkiomen School District.[10]
Students participating in ELD programs shall be required, with accommodations, to meet established academic standards and graduation requirements adopted by the Board.[3]
The ELD program shall be designed to provide instruction that meets students' needs, based on the assessment of English proficiency in listening, speaking, reading and writing. Content area support shall be provided to achieve the academic standards.
The ELD program shall be evaluated to ensure all components are aligned and working effectively to facilitate the acquisition of the English language and achievement of academic standards and shall be revised when necessary.
Certified professional employees and appropriate support staff shall provide the ELD program.[9][11]
Students who are English Language Learners (ELs) may be eligible for special education services when they have been identified as a student with a disability and it is determined that the disability is not solely due to a lack of instruction or proficiency in the English Language.
Students who are English Language Learners (ELs) may be eligible for gifted education services, when identified in accordance with law, regulations and Board policy.
Students shall have access to and be encouraged to participate in all academic and extracurricular activities available in the District.
Students shall exit for the ELD program in accordance with required exit criteria.
At the beginning of each school year, the district shall notify parents of students qualifying for English Language Development Program regarding the instructional program as provided to their student.
Parents/Guardians will be regularly apprised of their student's progress including achievement of academic standards and assessment results. Communications with parents shall be in the language understood by the parents, whenever possible.[3]
Parents/Guardians shall be notified of their right to opt the student out of a supplemental ELD program/opportunities provided through federal funding, in accordance with applicable law.
The district shall maintain an effective means of outreach to encourage parental and guardian involvement in the education of their children.[3]
Legal 1. 22 PA Code 4.262. 42 U.S.C. 2000d et seq3. 20 U.S.C. 6801 et seq4. 22 PA Code 4.135. 24 P.S. 1205.16. 24 P.S. 1205.27. Pol. 101
Upper Perkiomen School District No. 138 – PROPOSED REPLACEMENT Policy Manual Section 100 Programs Title Language Instruction Educational Program for English Learners Code 138 Status Second Reading Purpose In accordance with the Board's philosophy to provide quality educational programs to all district students and to increase the English language proficiency of students who are English Learners (EL), the district shall provide an effective Language Instruction Educational Program (LIEP) that meets the needs of English Learners. The goal of the LIEP shall be to demonstrate success in increasing English language proficiency and student academic achievement so that EL students can attain the academic standards adopted by the Board and achieve academic success. EL students shall be identified, assessed and provided appropriate instruction in accordance with the LIEP, and shall be provided an equitable opportunity to achieve their maximum potential in educational programs and extracurricular activities, consistent with federal and state laws and regulations.[1][2][3][4][5] Authority The Board shall approve a LIEP to provide English Language Development instruction (ELD) to EL students as part of the approved curriculum, in order to develop the Englishlanguage proficiency of EL students. The district shall provide EL students with both planned ELD instruction and modifications in content instruction and assessments for all curricular areas, based on the provisions of the LIEP. The LIEP shall be thoughtfully and deliberately planned and evaluated in accordance with state and federal laws and regulations, and shall meet the needs of the district's EL students. The LIEP shall be based on effective research-based theory, implemented with sufficient resources and appropriately trained staff, and shall meet the following requirements:[1][2][3][4][5][6]
1. Aligned to state academic content standards for the appropriate grade levels of EL students.
2. Include ELD instruction delivered by properly certified English as a Second Language (ESL) teachers, and other certified content area teachers working in conjunction with ESL certified teachers.
3. Incorporate the use of state assessments and ELD criteria.
4. Provide equitable access to content for EL students at all proficiency levels.
5. Provide equitable access to enrollment in courses or academic programs for which EL students are otherwise eligible.
The Board directs the LIEP to be evaluated for effectiveness based on student outcomes at least annually, and the results documented in accordance with state and federal laws and regulations, and state guidelines.[6][7][8][9] The district's LIEP and evaluation results of the LIEP shall be made available to district staff working with EL students and parents/guardians of EL students. The Board may address EL students and programs in the district’s comprehensive planning process.[10] The Board may contract with the Montgomery County Intermediate Unit No. 23 and the Berks County Intermediate Unit No. 14 for ELD services and programs. Delegation of Responsibility The Superintendent or designee shall implement and supervise a LIEP that ensures appropriate instruction in each school and complies with federal and state laws and regulations. The Superintendent or designee shall ensure that the district complies with all federal and state laws and regulations, and program requirements, for ELD program funding, including required reports in the form prescribed by the state.[9] The Superintendent or designee, in conjunction with appropriate stakeholders, shall develop administrative regulations regarding the LIEP and provision of services to EL students. Guidelines Identification and Placement of EL Students The district shall establish procedures for identifying and assessing the needs of students whose dominant language is not English. In order to identify which students are potential English Learners, the Home Language Survey shall be completed for each
student upon enrollment in the district, and shall be maintained as part of the student's education records.[4][11][12] EL students shall be appropriately placed in accordance with the LIEP within the first thirty (30) days of the school year, or within fourteen (14) days of enrollment.[13] Program Access EL students shall have equitable access to and be encouraged to participate in all academic and extracurricular activities available to district students.[14][15][16][17] Assessment The district shall annually administer required assessments to EL students to measure students' English Language proficiency and progress in reading, writing, speaking and listening/understanding. Assessment results shall be maintained in the student's education records. Parents/Guardians may not opt students out of English language proficiency assessments.[9] EL students shall participate in all annual state or locally required assessments, with accommodations where applicable, and meet established academic standards and graduation requirements, in accordance with law, regulations and Board policy.[2][7][8][9][18][19][20][21][22][23][24] Program Exit The district shall include uniform provisions in the LIEP, in accordance with state required criteria, for:[8][9]
1. Reclassifying EL students as former EL students when they attain English language proficiency.
2. Actively monitoring and reporting the progress of former EL students for a period of two (2) years following reclassification and program exit, and reporting students to the state in a monitor status for an additional two (2) years, to ensure students are meeting academic standards.
3. Redesignating former EL students as active EL students if they struggle academically based on persistent language barriers.
Staff Qualifications and Professional Development Certified employees and appropriate support staff, when necessary, shall provide the LIEP. The district shall ensure that all teachers providing ELD instruction hold the
appropriate certification and can demonstrate academic language proficiency both in English and in the language used for instruction in their classroom.[8][25] Non-ESL staff shall incorporate ELD into all classes for EL students, as well as provide supports, modifications and accommodations for curricular content to enable EL students to achieve academic standards. The district shall provide appropriate training in ELD for all professional staff as part of the Professional Development Plan.[7][26] Special Education and Gifted Education Services EL students may be eligible for special education services when they have been identified as a student with a disability and it is determined that the disability is not solely due to lack of instruction or proficiency in the English language.[27][28] EL students may be eligible for gifted education services, when identified in accordance with law, regulations and Board policy. The district shall ensure that assessment of a student for gifted education services screens for intervening factors, such as English language proficiency, that may be masking gifted abilities.[29] Students participating in ELD instruction who are eligible for special education services shall continue receiving ELD instruction, in accordance with their Individualized Education Program (IEP) or Gifted Individualized Education Plan (GIEP), at the appropriate proficiency and developmental level.[27][28][29] Parent/Family Engagement and Communication Communications with parents/guardians shall be in the mode and language of communication preferred by the parents/guardians.[1][30][31] Within thirty (30) days of the beginning of each school year, or within fourteen (14) days of enrollment during the school year, the district shall notify parents/guardians of students identified as EL about the process for identifying their children as EL, the results of that process, and the recommended program placement. The district shall also provide parents/guardians with detailed information regarding the LIEP, the benefits of ELD instruction for their children, and an explanation of the program's effectiveness.[6] Parents/Guardians shall be regularly apprised of their child’s progress, including achievement of academic standards and assessment results.[23][32] The district shall maintain an effective means of outreach to encourage parental involvement in the education of their children.[6][7][8][30][31]
Parental Right to Opt Out of ELD Programs and Services - Parents/Guardians of EL students have the right to refuse specialized programs and services that may be part of the LIEP for their child. A parent's/guardian's decision to refuse programs or services must be informed and voluntary; the district shall not influence a parent's/guardian's decision in any way, or make any program or placement determinations without parental notification and an opportunity to opt the student out of programs and services.[1][6] The district shall make a parental waiver form available for parents/guardians to opt their EL child out of ELD programs and services. The district shall document all notifications made to parents/guardians regarding assessment and recommended placements and programs for EL students, and whether or not a parental waiver form is received. When a waiver form is not received from the parent/guardian, the district shall proceed with the recommended placement. EL students who have a parental waiver for ELD programs and services shall be assessed on English language proficiency annually, and shall be provided with supports and accommodations to participate in general curricular and extracurricular programs, in order to meet academic standards and graduation requirements.[2][3][23] Parents/Guardians of EL students who have been opted out of ELD programs and services shall be notified of their child's progress, including achievement of academic standards and assessment results, and shall be provided with opportunity and a form to opt their child back into ELD programs and services.[24][32] Legal 1. 42 U.S.C. 2000d et seq 2. Pol. 102 3. Pol. 103 4. 20 U.S.C. 6801 et seq 5. 22 PA Code 4.26 6. 20 U.S.C. 6312 7. 20 U.S.C. 6812 8. 20 U.S.C. 6826 9. 20 U.S.C. 6841 10. Pol. 100 11. 22 PA Code 11.11 12. Pol. 200 13. 20 U.S.C. 6823 14. 20 U.S.C. 1703 15. Pol. 115 16. Pol. 122 17. Pol. 123
Upper Perkiomen School District Intent to Repeal & Replace Policy Manual
Section 100 Programs
Title Charter Schools
Code 140
Status Active
Adopted January 13, 2000
Preamble
In order to provide students, parents, and community members an opportunity to establish alternate educational experiences to those offered by the District, the Board of School Directors of the Upper Perkiomen School District shall evaluate applications submitted for charter schools located within the District, and for Regional Charter Schools in accordance with the requirements of Act 22 of 1997 and those established by the Board.
Definitions[1]
1. District means the Upper Perkiomen School District.
2. Appeal Board means the State Charter School Appeal Board established by theCharter School Law.
3. Charter School means an independent public school established and operatedunder a charter from the local Board of School Directors and in which studentsare enrolled or which students attend. A Charter School must be organized as apublic, nonprofit corporation. Charters may not be granted to any for-profitentity.
4. Department means the Department of Education for the Commonwealth ofPennsylvania.
5. Local Board of School Directors or ABoard means the Board of School Directorsof a school district in which a proposed or approved Charter School islocated. The Board of School Directors of the Upper Perkiomen School Districtwill be referred to as the Board in this statement of policy.
6. Regional Charter School means an independent public school established andoperated under a charter from more than one local Board of School Directors. ARegional Charter School must be organized as a public, nonprofit corporation.
7. School Entity means a school district, an intermediate unit, joint school, or areavocational-technical school.
8. Secretary means the State Secretary of Education of the Commonwealth ofPennsylvania.
9. Superintendent means the Superintendent of the Upper Perkiomen SchoolDistrict.
10. Board of Trustees means the board of trustees of a proposed or approvedCharter School or Regional Charter School.
Procedure for Review of a Charter School Application
1. Individuals or groups desiring to submit an application shall do so on theapplication form prepared by the Superintendent and approved by the Board.Application forms and copies of the policy are available in the Office of theSuperintendent.
2. The original and nine copies of the application are to be submitted to the Officeof the Superintendent of Schools on or before November 15 of the year prior tothe September initiation of the Charter School. The date of submission will bedocumented and receipt of the proposal will be acknowledged by letteraddressed to the applicant(s).
3. The Superintendent shall forward copies of the Charter School application to themembers of the Board. Announcement of the receipt of the application willoccur at the next scheduled meeting of the Board and be documented as amatter of record.
4. Upon receipt of the application at the next regular business meeting, the Boardshall pass a resolution setting the first hearing date, establishing the proceduresfor the conduct of the hearing, and authorizing the administrative review asdescribed in #5 (below) of this section.
5. The Superintendent will appoint a technical review team which shall include theSuperintendent or designee, Solicitor (or attorney with Solicitor=s Office),Controller, a Board member, a representative of the UPEA, and other membersof the professional staff which may include central staff, building principalsand/or teachers. The technical review team will be responsible for review ofspecific areas of the application as follows:
a. The Solicitor will review the application to determine compliance withprovisions of Act 22 and all other applicable statutory and/or regulatoryrequirements.
b. The controller will direct a review of the application to determine theadequacy of provisions for budget, finance and insurance. The adequacyof the facilities identified in the application will be reviewed as well ascompliance with any applicable township procedures.
c. The Superintendent or Superintendent=s designee will direct a review ofthe application and an analysis of support services that the District will beobliged to commit to the Charter School. This analysis will includeprovisions for transportation, health, psychological, special education,and other services. The analysis will include an estimated projection ofthe cost or value of these services.
d. The Superintendent or Superintendent=s designee will direct a review ofthe educational program described in the Charter School application. Thereview will consider matters which include, but are not limited to, theschool calendar, length of instructional day, provisions for studentassessment and the educational mission, goals and objectives of theproposed program of instruction.
6. The Board will request additional information from the applicant if it finds theapplication incomplete or if additional information will assist in itsdetermination.
7. This review will be compiled on the Upper Perkiomen School District CharterSchool Application Review Form prepared by the Superintendent and approvedby the Board. After reasonable notice, the Board will schedule and conduct atleast one (1) public hearing within forty-five (45) days of the receipt of theCharter School application. The public hearing will require that the applicant(s)make a formal presentation to provide an overview and general orientation ofthe major elements of the proposed Charter School as well as review all majorrequirements of Act 22. Members of the Board will be provided the opportunityto question the applicant(s) about issues of interest and concern and about theoperation of the proposed Charter School. The hearing will afford members of
the general public the opportunity to offer testimony and comment on the Charter School application. A tape recorded record will be made. All public hearings shall be stenographically transcribed by a disinterested court stenographer at the expense of the Board.
8. An ad hoc Charter School Committee will be appointed to formulate arecommendation for Board action on the Charter School application based uponinformation received in the public hearing, the results of the technical reviewand a qualitative review based upon criteria which include, but are not limitedto:
a. Demonstrated and sustainable support for the Charter School byteachers, parents, other community members and students.
b. Capability of the Charter School to offer a comprehensive learningexperience for all prospective students.
c. Capacity of the Charter School to offer increased learning opportunitiesby all, innovative teaching methods, new opportunities for teachers andexpanded choices for parents and students.
d. Potential for the Charter School to serve as a model for the publicschools.
e. Whether there are sufficient signatures of parents or other interestedindividuals attesting to a commitment to enroll their children in theproposed Charter School.
f. The existence of a demographic study which shows the need fortheschool and the estimated number of students who would attend.
g. Whether or not the educational program proposed by the Charter Schoolis consistent with good educational theory and will actually benefitstudents who participate in the program.
h. Whether or not the financial plan for the Charter School would promotefinancial viability of the organization and is feasible to be implemented.
i. A financial plan of at least five years must be submitted along with anestimate of the minimum number of students needed for the school tobe financially viable.
j. The extent to which the proposed facilities of the applicant wouldprovide a safe and appropriate place for learning.
9. The Board will take action on the Charter School application not less than forty-five (45) days and not more than seventy-five (75) days after the first publichearing on the application. A Charter School application shall be approved ordenied by a majority vote of all Board members at a public meeting, inaccordance with the provisions of the Sunshine Act.
10. Written notice of the decision of the Board shall be sent to the applicant,Department of Education and the Appeal Board, including reasons for denial anda clear description of application deficiencies if the application is denied. TheBoard shall evaluate denied applications that are revised and resubmitted. Thiscommunication will be conveyed to all parties involved by the Board Secretary.
Term and Form of Charter
1. Upon approval of an application to establish a Charter School, the Board and theBoard of Trustees of a Charter School shall develop a written charter, which willbe signed by the Board and the Board of Trustees. The charter shall be for aterm of not less than three years nor more than five. Upon satisfactoryconfirmation that the Charter School is conforming to the charter, the Board mayrenew the charter for subsequent terms of five years.
2. The written charter shall include conditions required by law or otherwise agreedto by the Board and the Board of Trustees including provisions that:
a. The Board of Trustees shall comply with all conditions of the charter, theCharter School Law and the provisions of the Act of March 10, 1949 (P.L.30, No. 14) as amended and known as the Pennsylvania School Codewhich apply to charter schools.
b. The Charter School and the Board of Trustees shall comply with otherapplicable state laws and regulations, including pertinent sections of 22Pa. Code set forth in the Charter School Law.
c. The Charter School and the Board of Trustees shall acquire adequateliability and risk insurance coverage, which names the District as anadditional insured. Minimum coverage shall be established in thecharter.
d. The Board of Trustees and the Charter School shall be solely liable for anyand all damages and costs of any kind resulting from legal challengesinvolving the operation and/or other actions of the Board of Trustees, the
Charter School and its employees.
e. The Board shall have the right to annually assess whether the CharterSchool is meeting the goals of its charter. This condition shall require theCharter School to submit an annual report to the Board not later thanAugust 1 of each year in the form prescribed by the Secretary. The Boardshall have ongoing access to the records and facilities of the CharterSchool to ensure that the Charter School is in compliance with thecharter, and the requirements of the Charter School Law.
f. The Board of Trustees and the Charter School shall not discriminate inemployment practices or admissions based on disability, race, creed,color, gender, national origin, religion, ancestry or the need for specialeducation services.
g. Define agreements, if any, between the Board and the Board of Trusteesconcerning services to be provided by the District to the Charter Schooland concerning participation by Charter School pupils in Districtextracurricular activities.
h. Define any other terms or conditions deemed necessary by the Board orother terms and conditions agreed to by the Board of Trustees.
Oversight, Review, Renewal or Revocation of Charter
1. The Board, in addition to granting or denying charter, retains the authority torevoke or terminate a charter in accordance with the provisions of Act 22.
2. The Charter School shall submit a copy of its annual report to the Secretary ofEducation to the Board of School Directors in accordance with 24 PS Sec. 1728-A.(B).
3. The Board will annually establish a visiting committee to assess whether aCharter School is complying with the terms and conditions of its charter andmeeting the goals of its charter. The visiting committee may request additionalinformation to supplement the required annual report.
4. The visiting committee shall have ongoing access to the records and facilities ofthe Charter School in order to ensure that the Charter School is in compliancewith its charter, Board policy, and applicable laws.
5. The chairperson of the visiting committee shall accept, record, and investigateany complaints about the conduct of the Charter School.
6. A Charter School shall submit monthly enrollment figures and financial reports tothe District in a format defined by the Superintendent.
7. Prior to granting a charter renewal, the Board will conduct a comprehensivereview of the Charter School.
8. The Board may choose to revoke or not to review a charter based on any of thefollowing reasons:
a. One or more materials violations of the written charter.
b. Failure to meet the requirements for Student Performance set forth inState Board of Education regulations, or the written charter.
c. Failure to meet generally accepted standards of fiscal management oraudit requirements.
d. Violations of any provisions in the Charter School Law.
e. Violations of any provisions of state or federal law from which theCharter School has not been exempted, including any statute orregulations governing children with disabilities.
f. The Charter School has been convicted of fraud.
Any notice of revocation or of non-renewal of a charter given by the Board will state the grounds for such action with reasonable specificity. The Board shall conduct a public hearing concerning such revocation or non-renewal in accordance with the Charter School Law. In cases where the health or safety of the pupils and/or staff is at risk, the Board may take immediate action to revoke a charter.
Miscellaneous Provisions
1. The Board may approve a leave of absence for a period up to five years for anemployee of the District to work in a Charter School located in the District or in aRegional Charter School in which the District is a participant.
2. Any temporary professional employee or professional employee granted a leaveof absence to teach in a Charter School by the District has the right to return to acomparable position for which this person is properly certified. The District shallnot be obligated to accept the return of an employee on leave to teach in aCharter School unless the request to return is made no later than March 30 andthe return is effective at the beginning of the next school year. No temporaryprofessional employee or professional employee who leaves employment at a
Charter School shall be reinstated until the District is in receipt of a current criminal history report and an official clearance statement regarding child injury or abuse from the Department of Public Welfare. A temporary professional employee on leave from the District to teach in a Charter School shall be required to complete three consecutive years of satisfactory service to be eligible for tenure.
3. At its sole expense, the Charter School shall provide teachers on leave from theDistrict the same health care benefits the District would have provided in theabsence of the leave. District health benefits shall be reinstated when theteacher returns from leave.
4. If the Charter School closes during the course of an academic year, the Districtmay assign returning students to any school for the balance of that academicyear at its sole discretion.
5. The District may include Charter School staff members in staff developmentprograms when so requested by the Charter School on a case by case basis. TheCharter School shall pay pro rate costs for participating Charter School staff. Inthe event that a limited number of openings in such programs are available forCharter School staff, preference shall be given to Charter School staff on leavefrom the District.
6. Students of the Charter School who reside in the District and who meet allDistrict eligibility requirements may participate in District athletics and clubactivities if the Charter School does not offer the same athletic or club activity.
7. A Charter School and the District may arrange for the District, at is discretion, toprovide certain services to the Charter School at the expense of the CharterSchool including, but not limited to, curriculum services, in-service trainingcustodial services, maintenance services, payroll and benefits services, and foodservices. Such arrangements will be set out in the charter or in contractsmutually agreed to by the Board and the Board of Trustees.
8. The District will provide pupil transportation for pupils enrolled in a CharterSchool or a Regional Charter School consistent with the Charter School Law.
Upper Perkiomen School District No. 140 –PROPOSED REPLACEMENT Policy Manual
Section 100 Programs
Title Charter Schools
Code 140
Status Second Reading
Purpose
In order to provide students, parents/guardians and community members an opportunity to establish and maintain schools that operate independently from this school district, the Board shall evaluate applications submitted for charter schools located within the district, in accordance with the requirements of law and those established by the Board.[1]
The Board shall work cooperatively with individuals and groups submitting proposals and applications for charter schools.
Definitions
Appeal Board means the State Charter School Appeal Board established by the Charter School Law.[2]
Board of Trustees of a charter school shall be classified as public officials.[3]
Charter School means an independent, nonsectarian public school established and operated under a charter from the local Board in which students are enrolled or attend. A charter school must be organized as a public, nonprofit corporation; and charters may not be granted to any for-profit entity nor to support home education programs.[2][3][4]
Local Board of Directors (Board) means the Board of Directors of the school district in which a proposed or approved charter school is located.[2]
Regional Charter School means an independent public school established and operated under a charter from more than one local Board and approved by an affirmative vote of a majority of all Board members of each of the school districts involved.[2][5]
Authority
The Board shall evaluate submitted applications for charter schools based on the criteria established by law, regulations and any additional criteria required by the Board.[4]
A charter school application shall be approved or denied by a majority vote of all Board members at a public meeting, in accordance with the provisions of law. Written notice of the Board's decision shall be sent to the applicant, Department of Education and the Appeal Board, including reasons for denial and a clear description of application deficiencies if the application is denied. The Board shall evaluate denied applications that are revised and resubmitted.[4][6]
Upon approval of a charter application, the Board and the charter school's Board of Trustees shall sign the written charter, which shall be binding on both. The charter shall be for a period of three (3) to five (5) years and may be renewed for five-year periods by the Board.[7]
The Board shall not cap nor limit the number of district students enrolling in a charter school, unless agreed to by the charter school as part of the written charter.[8]
The Board may approve a leave of absence for up to five (5) years for a district employee to work in a charter school located in the district of employment or in a regional charter school in which the employing district is a participant, and the employee shall have the right to return to a comparable position in the district. The Board at its discretion may grant tenure to a temporary professional employee on leave from this district to teach in a charter school located in the district, upon completion of the appropriate probation period.[9]
The Board shall annually assess whether each charter school is meeting the goals of its charter and shall require each charter school to submit an annual report no later than August 1 of each year.[10]
The Board shall conduct a comprehensive review prior to granting a five-year renewal of the charter.[10]
The Board shall have ongoing access to the records and facilities of the charter school to ensure that the charter school is in compliance with its charter, Board policy and applicable laws.[10]
In cases where the health or safety of the charter school's students, staff or both is at serious risk, the Board may take immediate action to revoke a charter.[11]
The Board affirms that the Board of Trustees and the charter school shall be solely liable for any and all damages and costs of any kind resulting from any legal challenges involving the operation of a charter school. The local Board shall not be held liable for any activity or operation related to the program of a charter school.[12]
A charter school shall execute a "hold harmless" agreement indemnifying and insuring/agreeing to defend the school district in any and all kinds of liability areas so that the school district and Board are protected in any litigation related to the operation of a charter school.
Delegation of Responsibility
Applications for charter schools shall be submitted to the Superintendent or designee, who shall be responsible for communicating and cooperating with all applicants.
The Superintendent or designee shall be responsible to assist applicants with plans for technical assistance and contracted services that may be provided by the district.
Guidelines
A charter school shall be subject to all federal and state laws and regulations prohibiting discrimination in admissions, employment and operation on the basis of disability, race, creed, color, sex, sexual orientation, national origin, religion, ancestry or need for special education services.[3]
A charter school shall submit monthly enrollment figures and other required reports to the district, as stated in the charter.
Transportation
The district shall provide transportation to resident students attending a charter school located in the district, a regional charter school of which the district is a member, and a charter school located within ten (10) miles outside district boundaries, in accordance with distance requirements established for district students.[13]
Transportation shall be provided to charter school students on the dates and periods that the charter school is in session, regardless of whether transportation is provided to district students on those days.
Applications for charter schools must contain all the information specified in the Charter Schools Law and any additional information required by the Board.[4][14]
Applications for charter schools shall be submitted to the Board by November 15 of the school year preceding the school year in which the school will be established.[4]
Within forty-five (45) days of receipt, the Board shall hold at least one (1) public hearing on the charter application, in accordance with law. At least forty-five (45) days must pass between the first public hearing and the final decision of the Board. No later than seventy-five (75) days after the first public hearing, the Board shall grant or deny the application.[4]
Insurance/Risk Management
The charter school shall adequately protect against liability and risk through an active risk management program approved by the Board. The program shall include proof of purchase of insurance coverages as required by the Board.[12][14]
Minimum coverages and levels of appropriate coverages shall be established in the charter.
A charter school shall operate in a manner that minimizes the risk of injury and harm to students, employees and others.
Upper Perkiomen School District No. 140.1 – PROPOSED ADOPTION Policy Manual
Section 100 Programs
Title Extracurricular Participation by Charter/Cyber Charter Students
Code 140.1
Status Second Reading
Authority
The Board shall approve participation in the district’s extracurricular activities and interscholastic athletic programs by a student enrolled in a charter or cyber charter school who meets all the conditions stated in Board policy and the charter or cyber charter school does not provide the same extracurricular activity or interscholastic athletic program.[1][2][3][4][5][6]
The Board shall not provide individual transportation for students enrolled in charter or cyber charter schools who participate in the district’s extracurricular activities or interscholastic athletic programs. When the district provides transportation to and from an away competition, game, event or exhibition and requires district students to use district transportation, charter/cyber charter students shall be required to use the transportation provided by the district.
The Board may require the charter or cyber charter school to pay the cost of the expenses for its students’ participation in the district’s extracurricular activities or interscholastic athletic programs.
Guidelines
Charter and cyber charter school students shall be given an equal opportunity to compete for positions and participate in extracurricular activities and interscholastic athletic programs.
A charter or cyber charter school student may only participate in extracurricular activities and interscholastic athletic programs at the school building closest to the charter or cyber charter school or at the school building the student would be assigned to if s/he was enrolled in the school district.
The following conditions shall govern participation in the district's extracurricular activities and interscholastic athletic programs by eligible charter and cyber charter school students, who shall:
1. Be a resident of the school district.
2. Meet the required eligibility criteria.[4][5]
3. Maintain appropriate insurance coverage, consistent with the coveragerequirements for district students.[5]
4. Comply with Board policies and school rules and regulations regardingextracurricular activities, interscholastic athletics, and student discipline.[4][5][7]
5. Comply with policies, rules and regulations of the activity’s governingorganization.[8]
6. Meet attendance and reporting requirements established for all participants ofthe activity or program.[9]
7. Meet the requirements for physical examinations, physical fitness and any heightand/or weight restrictions.[5]
8. Comply with all requirements and directives of the district staff, coaches andadministrators involved with the extracurricular activity or interscholasticathletic program.
Delegation of Responsibility
The building principal or designee shall ensure that charter and cyber charter students have access to information regarding the district’s extracurricular activities and interscholastic athletic programs.
The building principal or designee shall receive and review written verification from the charter or cyber charter school that a student has met and continues to meet the established eligibility criteria for an extracurricular activity or interscholastic athletic program.
The building principal or designee shall distribute information regarding eligibility criteria and student participation in extracurricular activities and interscholastic athletics to all affected by them.
Upper Perkiomen School District Intent to Repeal & Replace Policy Manual
Section 100 Programs
Title Migrant Education
Code 142
Status Active
Adopted January 12, 2006
Authority
It is the Board's policy to involve parents in programs for the education of migratory children in accordance with the No Child Left Behind Act.
Definition
The term migratory child means a child who is, or whose parent or spouse is, a migratory agricultural worker, including a migratory dairy worker, or migratory fisher, and who, in the preceding 36 months, in order to obtain, or accompany such parent or spouse, in order to obtain, temporary or seasonal employment in agricultural or fishing work:
1. has moved from one school district to another;
2. in a state that is comprised of a single school district, has moved from oneadministrative area to another within such district; or
3. resides in a school district of more than 15,000 square miles, and migrates adistance of 20 miles or more to a temporary residence to engage in a fishingactivity.
Guidelines
For all programs of one (1) school year in duration, the District shall:
1. Maintain an active Parent Advisory Council, unless extraordinary circumstancesmake such impractical;
2. Activities will be carried out in a format and language understandable to theparents;
3. Inform parents and guardians of their child's eligibility for education programsfor migratory children;
4. Utilize a handbook to inform parents/guardians;
5. Utilize informative parent/guardian meetings;
6. Provide two (2) written reports to parents each school year;
7. Involve parents/guardians in the joint development of District Plans submitted inregard to education programs for migratory children and/or their families andthe review processes and improvement under the No Child Left Behind Act.
Delegation of Responsibility
The Superintendent or designee shall develop procedures to notify and involve parents/guardians in the development, implementation and evaluation of the district's program for migrant students.
Upper Perkiomen School District No. 142 – PROPOSED REPLACEMENT Policy Manual
Section 100 Programs
Title Migrant Students
Code 142
Status Second Reading
Authority
The Board establishes a program to address the needs and provide appropriate services to migrant students attending district schools.[1][2][3][4]
Guidelines
The district program for migrant students shall include procedures to:
1. Identify migrant students and assess their educational and related health andsocial needs.
2. Ensure migrant students have the appropriate educational opportunities to meetthe same academic standards required of all students.
3. Provide a full range of services to migrant students including applicable Title Iprograms, special education, gifted education, vocational education, languageprograms, counseling programs and elective classes.[5][6][7][8][9]
4. Provide parents/guardians an opportunity for meaningful participation in theprogram.
5. Provide advocacy and outreach programs for migrant students and their families.
6. Provide professional development for district staff.[10]
The district shall provide materials to parents/guardians regarding their role in improving the academic achievement of their child.
The Superintendent or designee shall develop procedures to notify and involve parents/guardians in the development, implementation and evaluation of the district's program for migrant students.
Upper Perkiomen School District Intent to Repeal & Replace Policy Manual
Section 100 Programs
Title Standards for Persistently Dangerous Schools
Code 143
Status Active
Adopted January 12, 2006
Purpose
It is the District's policy to abide by State policy regarding school choice for students attending schools that the State determines to be persistently dangerous. Students attending a persistently dangerous school will be allowed to attend a safe public school within the District, including a public charter school.
Delegation of Responsibility
The Superintendent or designee shall develop and implement procedures to interpret standards for persistently dangerous schools.
Upper Perkiomen School District No. 143 – PROPOSED REPLACEMENT Policy Manual
Section 100 Programs
Title Standards for Persistently Dangerous Schools
Code 143
Status Second Reading
Purpose
The Pennsylvania Department of Education, as required by the Unsafe School Choice Option provision of federal law, hereby adopts the following standards for identifying persistently dangerous schools.[1][2]
Definitions
As used in these standards, the following terms shall be defined as provided herein:[3]
Dangerous incidents - shall include both weapons possession incidents resulting in arrest (guns, knives or other weapons) and violent incidents resulting in arrest (homicide, kidnapping, robbery, sexual offenses and assaults) as reported on the Violence and Weapons Possession Report (PDE-360).
Department - shall mean the Pennsylvania Department of Education.
Local Educational Agency or LEA - shall include a school district, an area vocational-technical school, an intermediate unit or a charter school.
Persistently dangerous school - shall mean any public elementary, secondary or charter school that meets any of the following criteria in the most recent school year and in one (1) additional year of the two (2) years prior to the most recent school year:
1. For a school whose enrollment is 250 or less - at least five (5) dangerousincidents.
2. For a school whose enrollment is between 251 to 1,000 - a number of dangerousincidents that represents at least two percent (2%) of the school's enrollment.
3. For a school whose enrollment is over 1,000 - twenty (20) or more dangerousincidents.
Safe public school - shall mean a public school that has not been designated as a persistently dangerous school under these standards or that has had such designation removed by the Department.
Guidelines
Student Opportunity to Transfer
1. Except as provided below, a student who attends a persistently dangerousschool must be offered the opportunity to transfer to a safe public school withinthe LEA, including a charter school.
2. A student who attends a persistently dangerous school may apply to transfer atany time while the school maintains that designation.
Delegation of Responsibility
Department of Education's Responsibilities
1. The Department shall identify those schools that meet or exceed the criteria fora persistently dangerous school by analyzing the Annual Report on SchoolViolence and Weapons Possession (PDE-360). In identifying persistentlydangerous schools, the Department will use the most recent data available to itfrom the reporting LEA, and will take all reasonable steps to verify that the datais valid and reliable.
2. After review and verification of PDE-360 data, the Department shall promptlyinform an LEA when any of its schools meets the definition of persistentlydangerous school.
3. The Department shall provide technical assistance to the LEA in developing acorrective action plan. The Department shall review proposed corrective actionplans submitted by LEAs and shall approve suitable corrective action plans.
4. After approval of the corrective action plan, the Department shall conduct a sitevisit to each persistently dangerous school to assess the school’s progress inimplementing the plan. If no significant improvement is observed, theDepartment may require the LEA to submit a revised corrective action plan forthat school.
5. The Department shall reassess a school’s designation as persistently dangerousat the end of the school year during which its corrective action plan iscompleted.
6. During the reassessment described above, the Department shall remove thedesignation if the school no longer meets the definition of persistentlydangerous school.
LEA's Responsibilities
1. Pursuant to Pennsylvania’s Safe Schools Act, all school entities as defined by theAct must report to the Department all incidents involving acts of violence;possession of a weapon; or the possession, use, or sale of a controlledsubstance, alcohol, or tobacco by any person on school property or at school-sponsored events or on school transportation to and from school or school-sponsored activities.[4]
2. Within ten (10) school days of receiving notification by the Department, an LEAshall notify the parent or legal guardian of each student who attends the schoolthat the Department has identified the school as persistently dangerous.
3. The LEA shall offer all students who attend the school the opportunity to transferto a safe public school, including a charter school, within the LEA.
4. The notification and offer to transfer shall state that no student is required totransfer to another school.
5. Upon receipt of an application to transfer, the LEA shall transfer the studentwithin thirty (30) calendar days.
6. When considering a student’s request to transfer to another school, the LEAshould take into account the particular needs of the student and theparent/guardian.
7. To the extent possible, the LEA should allow the student to transfer to a schoolthat is making adequate yearly progress, and one that is not identified as beingin school improvement, corrective action, or restructuring.
8. A charter school only has to accept a student who meets its admission criteria ifspace is available.
9. If there is not another safe school within the LEA to which students may transfer,the LEA is encouraged, but not required, to establish an agreement with aneighboring LEA to accept the transfer of students.
10. The LEA must submit a corrective action plan to the Department within thirty(30) calendar days of receiving notification that a school has been identified aspersistently dangerous.
11. The LEA must receive approval from the Department for its corrective actionplan and shall implement all steps contained in its corrective action plan withinthe time periods specified in that plan.
12. After the Department has notified an LEA that a school is no longer identified asa persistently dangerous school, the LEA is encouraged to permit students who
transferred to complete their education at their new school. LEAs may not require students to return to their original school if the students are enrolled in a charter school.
Legal 1. 22 PA Code 403.62. 20 U.S.C. 79123. 22 PA Code 403.24. 24 P.S. 1303-A24 P.S. 2603-B22 PA Code 403.1
Upper Perkiomen School District Intent to Repeal & Replace Policy Manual
Section 100 Programs
Title Standards for Victims of Violent Crimes
Code 144
Status Active
Adopted January 12, 2006
Purpose
It is the District's policy to abide by State policy regarding school choice for students who become the victim of a violent crime, as defined by state law, while in or on the grounds of the school they attend. Such students will be allowed to attend a safe public school within the District, including a public charter school.
Delegation of Responsibility
The Superintendent or designee shall develop and implement procedures to interpret standards for victims of violent crimes.
Upper Perkiomen School District No. 144 – PROPOSED REPLACEMENT Policy Manual
Section 100 Programs
Title Standards for Victims of Violent Crimes
Code 144
Status Second Reading
Purpose
The Pennsylvania Department of Education, as required by the Unsafe School Choice Option provision of federal law, hereby adopts the following standards for a student who becomes a victim of a violent criminal offense while in or on the grounds of the public elementary or secondary school that s/he attends.[1][2]
Definitions
As used in these standards, the following terms shall be defined as provided herein:[3]
Local Educational Agency or LEA - shall include a school district, an area vocational-technical school, an intermediate unit or a charter school.
Safe public school - shall mean a public school that has not been designated as a persistently dangerous school under the standards for identifying persistently dangerous schools or that has had such designation removed by the Department.
Victim or student victim - shall mean the student against whom a violent criminal offense has been perpetrated while the student was in or on the grounds of the public elementary or secondary school that s/he attends.
Violent criminal offense - is defined as any of the following offenses that are set forth in Title 18 of the Pennsylvania Consolidated Statutes:
9. Attempt to commit any of the following: homicide, murder or voluntarymanslaughter.
Guidelines
Student Opportunity to Transfer
1. Except as provided below, a student who becomes a victim of a violent criminaloffense while in or on the grounds of the public elementary or secondary schoolthat s/he attends, must be offered the opportunity to transfer to a safe publicschool within the LEA, including a charter school.
2. In order for a student victim to be entitled to transfer to another school underthese standards, the violent criminal offense first must be reported to lawenforcement authorities by the student, the student’s parent/guardian, orschool officials.
3. A student victim (or his/her parent/guardian) may apply to the LEA to transfer toanother school within thirty (30) calendar days after the incident is reported toschool authorities.
Delegation of Responsibility
LEA's Responsibilities
1. Within ten (10) calendar days of receiving notice of the violent criminal offense,the LEA shall notify the student victim that s/he has the right to transfer to a safepublic elementary or secondary school within the LEA, including a public charterschool.
2. The notification and offer to transfer shall state that no student is required totransfer to another school.
3. Upon receipt of an application to transfer, the LEA should transfer the student assoon as possible, and shall transfer the student within ten (10) calendar daysafter receiving the application.
4. When considering a student’s request to transfer to another school, the LEAshould take into account the particular needs of the student and theparent/guardian.
5. To the extent possible, the LEA should allow the student to transfer to a schoolthat is making adequate yearly progress, and one that is not identified as beingin school improvement, corrective action, or restructuring.
6. A charter school only has to accept a student who meets its admission criteria ifspace is available.
7. If there is not another safe school within the LEA to which students may transfer,the LEA is encouraged, but not required, to establish an agreement with aneighboring LEA to accept the transfer of students.
Legal 1. 22 PA Code 403.62. 20 U.S.C. 79123. 22 PA Code 403.224 P.S. 2603-B22 PA Code 403.1
Upper Perkiomen School District Intent to Repeal & Replace Policy Manual
Section 100 Programs
Title Student Services
Code 146
Status Active
Adopted April 12, 2007
Last Revised September 11, 2014
Authority
The Board directs that every six (6) years, the District shall develop a written plan for implementing a comprehensive and integrated K-12 program of student services, based on the needs of students. The plan shall be made available for public inspection and comment in the District’s administrative offices for a minimum of twenty-eight (28) days prior to approval by the Board.[1][2]
The Board directs that the Student Services Plan be reviewed and revised as necessary.[1]
Services offered by the community agencies in district schools shall be coordinated by and be under the general direction of the school district.
The following categories of services shall be provided by the district and included in the Student Services Plan:
1. Developmental services that address students’ needs throughout their districtenrollment, which include: guidance counseling, psychological services, healthservices and social work services that support students in addressing academic,behavioral, health, personal and social development issues.
2. Diagnostic, intervention and referral services for students experiencing problemsattaining educational achievement appropriate to their learning potential.
3. Consultation and coordination services for students who are experiencingchronic problems that require multiple services by teams or specialists.
The District shall plan and provide for a Student Assistant Program (SAP) in accordance with applicable law and regulations.[3][4][5]
The District’s student services shall:[1]
1. Be an integral part of the instructional program at all levels of the school system.
2. Provide information to students and parents/guardians about the educationalopportunities of the school’s instructional program and how to access thoseopportunities.
3. Provide career information and assessments to inform students andparents/guardians about work and career options available to individualstudents.[6]
4. Provide basic health services required by law for students and provideinformation to parents/guardians about the health needs of theirchildren.[7][8][9][10]
The Superintendent or designee shall be responsible to develop, implement and monitor a Student Services Plan that complies with state regulations and is available to all students.[1]
The Superintendent or designee shall ensure that all person delivering student services are specifically licensed or certified as required by law or regulations.
Upper Perkiomen School District No. 146 – PROPOSED REPLACEMENT Policy Manual
Section 100 Programs
Title Student Services
Code 146
Status Second Reading
Authority
The Board directs that every six (6) years, the district shall develop a written plan for implementing a comprehensive and integrated K-12 program of student services, based on the needs of students. The plan shall be made available for public inspection and comment in the district’s administrative offices for a minimum of twenty-eight (28) days prior to approval by the Board.[1][2][3]
The Board directs that the student services plan shall be reviewed and revised as necessary.[2]
Guidelines
Services offered by community agencies in district schools shall be coordinated by and be under the general direction of the school district.[2]
The following categories of services shall be provided by the district and included in the student services plan:[2]
1. Developmental services that address students’ needs throughout their districtenrollment, which include: guidance counseling, psychological services, healthservices, home and school visitor services, and social work services that supportstudents in addressing academic, behavioral, health, personal and socialdevelopment issues.[4][5][6][7][8]
2. Diagnostic, intervention and referral services for students experiencing problemsattaining educational achievement appropriate to their learning potential.
3. Consultation and coordination services for students who are experiencingchronic problems that require multiple services by teams or specialists.
The district shall plan and provide for a Student Assistance Program (SAP) in accordance with applicable law and regulations.[9][10][11]
The district’s student services shall:[2]
1. Be an integral part of the instructional program at all levels of the school system.
2. Provide information to students and parents/guardians about the educationalopportunities of the school’s instructional program and how to access thoseopportunities.
3. Provide career information and assessments to inform students andparents/guardians about work and career options available to individualstudents.[4][12]
4. Provide basic health services required by law for students and provideinformation to parents/guardians about the health needs of theirchildren.[6][7][8][13]
Delegation of Responsibility
The Superintendent or designee shall be responsible to develop, implement and monitor a student services plan that complies with state regulations and is available to all students.
The Superintendent or designee shall ensure that all persons delivering student services are specifically licensed or certified as required by law or regulations.[2]
The equivalent distribution of district resources is one means the district shall use to ensure all students receive a quality education. This policy demonstrates the district’s commitment to ensure that no discrimination occurs in the distribution of resources funded by state and local sources, regardless of the receipt of federal funds.
Authority
The Board directs that each district school receiving Title I funds must use state and local funds to provide services that, taken as a whole, are at least comparable to services in those schools in the district that do not receive Title I funds.[1]
If all schools in the district receive Title I funds, the Board directs that state and local funds shall be used to provide services that, taken as a whole, are substantially comparable in each school.[1]
The Board acknowledges that comparability may be measured on a grade-span by grade-span basis or a school-by-school basis.
Definition
For purposes of this policy, grade span is defined as a similar two-grade span difference or less. For example, a grade span of K-2 to K-4, not a grade span of K-2 to K-5.
Delegation of Responsibility
If the district has more than one (1) building per grade span, the Federal Programs Coordinator shall complete a Detailed School Data Sheet.
Regardless of buildings per grade span, the Federal Programs Coordinator shall annually complete a Comparability Assurance Form to provide written assurance of equivalence among schools, including the provision of curriculum materials; instructional supplies; and teachers, administrators and other staff.
Guidelines
Method of Determination
For the purposes of determining Title 1 comparability, the district shall use a current year student to staff ratio calculation or a previous year per-pupil expenditure determination, whichever is more favorable to the District.
Allowable Exclusions
For the purposes of determining comparability, the district may exclude: State and local funds expended for language instruction education programs.[2]
Excess costs associated with providing services to students with disabilities.[3][4][5]
Unpredictable changes in enrollment or personnel assignments occurring after the beginning of the school year.
Other expenditures from supplemental state or local funds consistent with the intent of Title I.
Complaints
Complaints by individuals and organizations regarding implementation of equivalence between schools shall be processed in accordance with Board policy.[6]
Upper Perkiomen School District No. 701.1 PROPOSED ADOPTION Policy Manual
Section 700 Property
Title Naming of District Facilities
Code 701.1
Status Second Reading
Authority
The Board recognizes that from time to time the community may wish for the district to name a facility in honor of an individual who, or entity that, has been an extraordinarily positive influence within the district. It shall be the intent of this policy to establish the criteria, rules and regulations to be utilized by the Board in the naming of district facilities.
In all cases, the Board retains control and ownership over the named facilities. Naming rights shall not convey any input or control over the content of the district's educational programs offered in the named facilities, nor the use or disposition of said named facilities.
Definition
District facility - for the purposes of this policy, shall refer to any building, space within a building, field, playground or other property owned by the district.
Delegation of Responsibility The Board designates the Superintendent or designee to receive requests for the naming of a District facility and all pertinent information necessary for the proper evaluation of such requests.
The Facilities Committee of the Board shall work with the Superintendent or designee to review naming requests and related information. If, after appropriate review, the Facilities Committee recommends approval of the naming request, the request shall then be presented to the Board for its consideration.
All decisions of the Board related to naming rights of district facilities shall be final in accordance with state and federal laws and regulations.
Guidelines Requests submitted to the district for a district facility to be named after a particular individual or entity shall address the following criteria:
1. Demonstrated contribution, over a significant period of time, to the bettermentof the district's educational program in a uniquely exemplar manner, whichserves as a positive example.
2. Recognized by students, parents/guardians and district staff as having anextraordinarily positive influence on the lives of students.
3. Created and supported positive links between district schools and thecommunity.
The Board also reserves the right to reconsider the naming of any District facilities in the event of special circumstances not presently prescribed within this policy.
The Board also reserves the right to remove or otherwise discontinue the recognition of an individual or entity for whom any district facility has been named at its sole discretion.
************************ End of report ************************
January 9, 2020 12
November ReceiptsD. Criddle E.G. Taxes 94,115.00 L. Horning R.H. Taxes 177,230.39 D. Bergey G.L. Taxes 41,181.08 J. Watkins Hfd. Taxes 220,690.91 M. Jacobs Mlb. Taxes 286,804.60 M. Kells U.H. Taxes 445,722.95 P. Baver Pbg. Taxes 131,508.97 1,397,253.90
Berkheimer EIT 482,152.68 482,152.68
Co. of Montg. R.E. Transfer Taxes 32,995.66 Co. of Berks R.E. Transfer Taxes 1,710.10 Co. of Montg. R.E. Tax Claim 1,050.94 Co. of Berks R.E. Tax Claim - 35,756.70
Berkheimer Assoc. Delinquent Per Capita 5,603.26 Portnoff Law Assoc. Delinquent Real Estate 27,368.07 32,971.33
Insurance Retirees/Cobra 81,886.08 Commonwealth of PA Dept of L & I - copies 25.00 Portnoff Law Assoc. Operations Disbursement 939.97 Reach Cyber Charter School Tuition Refund 4,417.09 Adult Women's Field Hockey Facility Rental 480.00 PA Dominion Soccer Facility Rental 3,680.00 Harleysviller Soccer Facility Rental 240.00 UP Youth Football Assoc. Facility Rental 1,240.00 UP Student Activities Visa Reimbursement 1,630.03 Christmas City Studio Donation 1,235.65 Upper Perkiomen Stix Club Facility Rental 1,137.50 UPSD Cafeteria Payroll, Benefits, Phone Reimbursement 78,046.36 Cash HS - PSAT Tests 1,210.00 Cash/Check/School Café Student Computers 435.00 Cash Library Book Replacement 7.00 Cash Property Damage/Replacement & School Fines 135.00 Cash Right To Know Request 21.50 County of Montgomery Truancy Fines 78.18 Montgomery County Economic & Workforce Development Teacher in the Workplace Grant 1,337.60 Enel X (Formerly EnerNOC) Demand Response Refund 4,667.76 Cash AP Testing 19,110.00 Cardmember Services Refund 38.99 The Da Vinci Descovery Center Refund 25.00
Check # 1031 - D'HUY ENGINEERING, INC. (11,254.82)
Check # 1032 - DAVID BLACKMORE & ASSOCIATES, INC. (108.00)
Check # 1033 - INTEGRA ONE (1,040.63)
Check # 1034 - RADIO MAINTENANCE INC (3,753.50)
Interest 4,050.57 Fund balance as of November 30, 2019 2,744,949.79$
CAPITAL PROJECTS (QNB)
Fund balance as of October 31, 2019 39.05$ Interest 0.05 Fund balance as of November 30, 2019 39.10$
TOTAL CAPITAL FUNDS BALANCE 9,144,624.66$
January 9, 2020 16
INVESTMENT ACCOUNTSMonth Ending 11/30/19
GENERAL FUND
PSDLAF - MAXFund balance as of October 31, 2019 26,295.71$
Interest 30.52 Fund balance as of November 30, 2019 26,326.23$
PLGIT PLUSFund balance as of October 31, 2019 40,883,672.12$ SD Special Ed Funding 265,678.45 SD Transportation 273,428.00 Social Security Funding 173,167.13
Act 30 PRRI 0.55 Transfer to PLGIT - Class (7,500,000.00) Fund balance as of November 30, 2019 34,095,946.25$
PLGIT - ClassFund balance as of October 31, 2019 166,424.24$ Transfer from PLGIT PLUS 7,500,000.00 Transfers to Univest Checking Account (6,700,000.00) Interest 964.02 Fund balance as of November 30, 2019 967,388.26$
MONEY MARKET ACCOUNT (QNB)
Fund balance as of October 31, 2019 2,453,103.92$
Interest 3,125.18 Fund balance as of November 30, 2019 2,456,229.10$
MONEY MARKET ACCOUNT (UNIVEST)
Fund balance as of October 31, 2019 289,791.21$ Interest 135.37 Fund balance as of November 30, 2019 289,926.58$
GENERAL ACCOUNT (UNIVEST) - See General Account Detail 1,428,404.23$
TOTAL GENERAL FUND BALANCE 39,264,220.65$
January 9, 2020 17
GENERAL ACCOUNTMonth Ending 11/30/19
Cash balance as of October 31, 2019 42,015.77$ Interest - November 1,921.78
43,937.55 Receipts - November 2,150,158.32
2,194,095.87 Transfers to Payroll Account (2,040,394.51) Transfers from PLGIT Account 6,700,000.00
6,853,701.36 Disbursements - November (5,425,297.13)
Expenditures as of November 30, 2019 51,859,747.70$
Escrow Account Balances:
The Upper Hanover Authority 5,000.00$
Tri-Party Agreement 3,400,169.19$
Upper Hanover Township 23,284.54$
Upper Montgomery Joint Authority 5,408.66$
Total Disbursements 55,293,610.09$
January 9, 2020 19
PAYROLL ACCOUNTMonth Ending 11/30/19
Beginning Balance $ 1,251,017.07
Additions:Deposits from General Fund $ 2,040,394.51 Interest 185.49
Total Additions 2,040,580.00
Reductions:Payroll and related liabilities paid 2,980,594.70
Total Reductions (2,980,594.70)
Ending Balance $ 311,002.37
Ending Balance Comprised of the Following Liabilities:Due to the General Fund 501.57 PA State Tax withheld but not yet paid 28,620.19 Unemployment Comp. withheld but not yet paid 2,980.86 EIT withheld but not yet paid 54,630.68 Phila. Wage Tax withheld but not yet paid 433.24 LST-RH withheld but not yet paid 1,200.43 LST-Mlb. withheld but not yet paid 487.06 LST-EG withheld but not yet paid 540.50 LST-WC withheld but not yet paid 11.85 Retirement Purchase withheld but not yet paid 47.54 Retirement withheld but not yet paid 221,548.45
Total Amount Due out of the Payroll Fund $ 311,002.37
Reconciliation to Bank:Balance per Bank - Checking $ 4,815.58
- Repo Account 540,000.00
Less: Outstanding Checks (233,813.21)
Reconciled Balance $ 311,002.37
January 9, 2020 20
Cash Balance as of October 31, 2019 38,683.45$
Receipts – November 2019:Miscellaneous Receipts 3,744.90$ Student & Adult Receipts 18,496.84$ Received from Pligit 95,000.00$ School Café (10/26-11/22) 53,149.85$ Received from CrediTech 238.70$ Interest 106.35$
170,736.64$
209,420.09$ Disbursements – November 2019:Barndt, Shana (Acct Reimbursement) 50.00$ Canada Dry 2,068.50$ Central Restaurant Products 1,671.30$ Clover Farms Dairy Co. 10,718.01$ Fritz, Thomas (Acct Reimbursement) 5.60$ Hershey Creamery Co. 1,958.64$ Imperial Bag & Paper, LLC 2,597.35$ J&J Snack Foods 501.88$ Linden Cookies 152.40$ Morabito Baking Co. 2,591.98$ Office Depot 108.02$ Penn Jersey Paper Co. 441.74$ Penn Street Pizza (Dominos) 274.65$ Scheid Produce 2,516.55$ Share Food Program 620.00$ School Nutrition Association 333.00$ Topstar (Subway) 399.00$ UPSD 78,046.36$ US Foodservice 56,645.00$
161,699.98$
NSF Checks -$ CASH BALANCE as of Nov. 30, 2019 ..................................... 47,720.11$ Outstanding Checks as of Nov. 30 , 2019 1,168.71$
BANK BALANCE as of Nov. 30, 2019...................................... 48,888.82$
PLGIT SAVINGS BALANCE as of Nov. 30, 2019..................... 323,840.23$
November 30, 2019
UPPER PERKIOMEN SCHOOL DISTRICTBusiness Office
2229 E. Buck Rd., Suite 2 Pennsburg, PA 18073
... CAFETERIA FINANCIAL REPORT ...QNB Bank
January 9, 2020 21
Upper Perkiomen, PA
Board Report - Budget to Actual Summary (Date: 12/2019)
Account Level 2019-20 2019-20 2019-20
Fd T Func Obj F/S IO O/U Sbj Job SCC Description Original Budget FYTD Activity Available Balance
************************ End of report ************************
January 9, 2020 33
December ReceiptsD. Criddle E.G. Taxes 13,243.79 L. Horning R.H. Taxes - D. Bergey G.L. Taxes 3,280.87 J. Watkins Hfd. Taxes - M. Jacobs Mlb. Taxes - M. Kells U.H. Taxes - P. Baver Pbg. Taxes - 16,524.66
Berkheimer EIT 251,899.30 251,899.30
Co. of Montg. R.E. Transfer Taxes 53,082.84 Co. of Berks R.E. Transfer Taxes 5,316.01 Co. of Montg. R.E. Tax Claim 131.84 Co. of Berks R.E. Tax Claim - 58,530.69
Berkheimer Assoc. Delinquent Per Capita 3,449.34 Portnoff Law Assoc. Delinquent Real Estate 80,725.00 84,174.34
Insurance Retirees/Cobra 3,102.88 Commonwealth of PA Dept of L & I - copies 8.00 Portnoff Law Assoc. Operations Disbursement 1,038.79 Valley Soccer Facility Rental 240.00 Montgomery United Soccer Facility Rental 1,160.00 PA Dominion Soccer Facility Rental 2,372.50 Boyertown Soccer Club Facility Rental 240.00 Ath Dept. Boys Basketball 995.00 Cash/Check/School Café Student Computers 820.00 Cash Blue and Gold Banquet 400.00 Cash Property Damage/Replacement & School Fines 587.00 HS Fees Ceramics, Ind tech,obligations, transcripts, parking 3,813.05
Check # 1040 - SCHOOL HEALTH CORPORATION (5,551.02)
Check # 1041 - SCHOOL NURSE SUPPLY, INC. (64.25)
Check # 1042 - SNA SPORTS GROUP (13,021.50)
Check # 1043 - WASTE MANAGEMENT OF PA (1,091.42)
Check # 1044 - WENGER CORPORATION (12,517.00)
Interest 3,663.06 Fund balance as of December 31, 2019 2,553,245.48$
CAPITAL PROJECTS (QNB)
Fund balance as of November 30, 2019 39.10$ Interest 0.05 Fund balance as of December 31, 2019 39.15$
TOTAL CAPITAL FUNDS BALANCE 8,853,458.12$
January 9, 2020 37
INVESTMENT ACCOUNTSMonth Ending 12/31/19
GENERAL FUND
PSDLAF - MAXFund balance as of November 30, 2019 26,326.23$
Interest 30.32 Fund balance as of December 31, 2019 26,356.55$
PLGIT PLUSFund balance as of November 30, 2019 34,095,946.25$ Retirement Subsidy Funding 781,989.30 Ready to Learn Block Grant Funding 378,374.00 SD Transportation 341,785.00 NP Transportation Funding 46,970.00 Basic Education Funding - Formula 1,287,675.33 Transfer to PLGIT - Class (4,000,000.00) Interest 160,824.51 Fund balance as of December 31, 2019 33,093,564.39$
PLGIT - ClassFund balance as of November 30, 2019 967,388.26$ Transfer from PLGIT PLUS 4,000,000.00 Transfers to Univest Checking Account (4,000,000.00) Medicaid Admin Claims 1,292.04 Interest 1,351.53 Fund balance as of December 31, 2019 970,031.83$
MONEY MARKET ACCOUNT (QNB)
Fund balance as of November 30, 2019 2,456,229.10$
Interest 3,028.23 Fund balance as of December 31, 2019 2,459,257.33$
MONEY MARKET ACCOUNT (UNIVEST)
Fund balance as of November 30, 2019 289,926.58$ Interest 131.07 Fund balance as of December 31, 2019 290,057.65$
GENERAL ACCOUNT (UNIVEST) - See General Account Detail 500,375.68$
TOTAL GENERAL FUND BALANCE 37,339,643.43$
January 9, 2020 38
GENERAL ACCOUNTMonth Ending 12/31/19
Cash balance as of November 30, 2019 1,428,404.23$ Interest - December 1,557.95
1,429,962.18 Receipts - December 425,906.21
1,855,868.39 Transfers to Payroll Account (2,035,362.40) Transfers from PLGIT Account 4,000,000.00
3,820,505.99 Disbursements - December (3,320,080.31)
Expenditures as of December 31, 2019 52,056,388.06$
Escrow Account Balances:
The Upper Hanover Authority 5,000.00$
Tri-Party Agreement 3,400,169.19$
Upper Hanover Township 22,011.55$
Upper Montgomery Joint Authority 5,408.66$
Total Disbursements 55,488,977.46$
January 9, 2020 40
PAYROLL ACCOUNTMonth Ending 12/31/19
Beginning Balance $ 311,002.37
Additions:Deposits from General Fund $ 2,035,362.40 Interest 140.29
Total Additions 2,035,502.69
Reductions:Payroll and related liabilities paid 2,117,091.14
Total Reductions (2,117,091.14)
Ending Balance $ 229,413.92
Ending Balance Comprised of the Following Liabilities:Due to the General Fund 641.86 Unemployment Comp. withheld but not yet paid 4,149.89 EIT withheld but not yet paid 76,253.61 Phila. Wage Tax withheld but not yet paid 577.13 LST-RH withheld but not yet paid 1,674.82 LST-Mlb. withheld but not yet paid 672.56 LST-EG withheld but not yet paid 749.76 LST-WC withheld but not yet paid 16.45 Retirement Purchase withheld but not yet paid 41.76 Retirement withheld but not yet paid 144,636.08
Total Amount Due out of the Payroll Fund $ 229,413.92
Reconciliation to Bank:Balance per Bank - Checking $ 4,391.26
- Repo Account 255,000.00
Less: Outstanding Checks (29,977.34)
Reconciled Balance $ 229,413.92
January 9, 2020 41
Cash Balance as of Nov 30, 2019 47,769.11$
Receipts – December 2019:Miscellaneous Receipts 4,915.48$ Student & Adult Receipts 17,823.48$ Received from CrediTech 15.74$ Vending 96.00$ School Café ( 11/23-12/20 ) 40,511.55$ Interest 107.20$ Received from FS - Pligit 75,000.00$
138,469.45$
186,238.56$
Disbursements – December 2019:Canada Dry 1,354.50$
Cautilli, Matthew (Acct Reimbursement) 50.00$
Christine Vogel - Petty Cash 16.00$
Clover Farms Dairy 7,101.22$
Creighton, Tiffany (Acct Reimbursement) 5.80$
Direso, Dan 72.75$
Harland Clarke 60.24$
Hershey Creamery 914.34$
Hobart Service 1,449.03$
Imperial Bag & Paper 1,454.41$
Kolb, Patti 52.71$
Morabito Baking Co. 1,664.76$
Morgan, Joanne (Acct Reimbursement) 98.65$
Office Depot 79.83$
Penn Jersey Paper 1,001.00$
Penn Street Pizza 139.80$
Redners Warehouse 320.72$
Scheid Produce 1,165.40$
Share Food Program 163.68$
TopStar (Subway) 399.00$
UPSD 116,442.23$
US Foodservice 32,937.53$
Weikel, Mathew 22.41$ 166,966.01$
December 31, 2019
UPPER PERKIOMEN SCHOOL DISTRICTBusiness Office
2229 E. Buck Rd., Suite 2 Pennsburg, PA 18073
... CAFETERIA FINANCIAL REPORT ...QNB Bank
January 9, 2020 42
NSF Checks -$ CASH BALANCE as of Dec 31, 2019 ..................................... 19,272.55$
Outstanding Checks as of Dec 31, 2019 116,990.93$
BANK BALANCE as of Dec 31, 2019...................................... 136,263.48$
PLGIT SAVINGS BALANCE as of Dec 31, 2019..................... 302,331.53$
January 9, 2020 43
Upper Perkiomen School DistrictLIST OF PAYMENTS
For the Period Ending January 9, 2020
Bank: 03 UNIVEST BANK & TRUST COMPANY
Check No. Check Date Vendor Name Amount9228 12/13/2019 ACCO BRANDS USA LLC $203.209229 12/13/2019 ADVANCED PROTECTION COMPANY $9,262.009230 12/13/2019 B & H PHOTO-VIDEO $24.959231 12/13/2019 BARNES & NOBLE INC $197.099232 12/13/2019 BECHTELSVILLE AGWAY $149.049233 12/13/2019 BOROUGH OF EAST GREENVILLE $2,044.119234 12/13/2019 BOX CLEVER $4,000.009235 12/13/2019 COMCAST $1,080.679236 12/13/2019 CONSTELLATION NEWENERGY-GAS DIVISION, LLC $86.289237 12/13/2019 COVENTRY TRANSPORTATION, INC - CONTINUOUS VOID $0.009238 12/13/2019 COVENTRY TRANSPORTATION, INC $624,173.109239 12/13/2019 DELTA-T GROUP INC $11,662.849240 12/13/2019 DIRECT ENERGY BUSINESS $5,198.799241 12/13/2019 EDUCATORS PUBLISHING SERVICE $314.699242 12/13/2019 EDWARDS BUSINESS SYSTEMS $3,037.509243 12/13/2019 EPLUS TECHNOLOGY OF PA INC $30,962.209244 12/13/2019 EVERYTHING MEDICAL, LLC $540.289245 12/13/2019 HARRIS SCHOOL SOLUTIONS $3,768.929246 12/13/2019 DAVID C HOUSEL JR $850.009247 12/13/2019 HUGH O'BRIAN YOUTH LEADERSHIP $225.009248 12/13/2019 INDUSTRIAL PLYWOOD INC. $913.619249 12/13/2019 ITECH SOLUTIONS GROUP, LLC $4,320.009250 12/13/2019 ITHAKA HARBORS, INC. $1,530.009251 12/13/2019 BETH JENKINS $50.009252 12/13/2019 JOHNSON CONTROLS FIRE PROTECTION LP $1,583.029253 12/13/2019 JOHNSTONE SUPPLY $735.149254 12/13/2019 JW PEPPER & SON INC $152.999255 12/13/2019 KADES-MARGOLIS CORPORATION $175.009256 12/13/2019 LIBERTY PROPANE INC $10,961.299257 12/13/2019 M & M LANDSCAPING, LLC $27,054.009258 12/13/2019 MAILROOM SYSTEMS INC $226.769259 12/13/2019 MCI $148.419260 12/13/2019 MEDCO SUPPLY COMPANY $78.919261 12/13/2019 MUHLENBERG GREENE ARCHITECTS, LTD. $2,175.009262 12/13/2019 NATIONAL ART & SCHOOL SUPPLIES INC $655.129263 12/13/2019 NCS PEARSON INC $9,977.269264 12/13/2019 NORMAN'S BUS SERVICE INC. $9,030.009265 12/13/2019 OCTORARO NATIVE PLANT NURSERY, INC $1,869.009266 12/13/2019 OFFICE DEPOT $2,237.419267 12/13/2019 PECO $7,019.22
January 9, 2020 44
Upper Perkiomen School DistrictLIST OF PAYMENTS
For the Period Ending January 9, 2020
Bank: 03 UNIVEST BANK & TRUST COMPANY
Check No. Check Date Vendor Name Amount9268 12/13/2019 PERKIOMEN PERFORMANCE INC $4,495.399269 12/13/2019 PORT A BOWL RESTROOM CO. $962.479270 12/13/2019 PPL ELECTRIC UTILITIES $31,663.949271 12/13/2019 PROMPTER PEOPLE $1,198.009272 12/13/2019 PSI PERSONNEL, LLC $1,564.369273 12/13/2019 RAPTOR TECHNOLOGIES $2,625.009274 12/13/2019 RED HILL GREENHOUSE LLC $350.009275 12/13/2019 REPUBLIC SERVICES #320 $1,666.829276 12/13/2019 RESEARCH INSTITUTE FOR LEARNING & DEVELOPMENT $1,050.009277 12/13/2019 RIVERSIDE CONSTRUCTION MATERIALS, INC. $1,348.959278 12/13/2019 SCHOOL DISTRICT INSURANCE CONSORTIUM $4,279.929279 12/13/2019 SUN LIFE FINANCIAL $5,099.499280 12/13/2019 TALLEY PETROLEUM ENTERPRISES INC. $16,241.259281 12/13/2019 TEACHERS' CURRICULUM INSTITUTE (TCI) $18,279.059282 12/13/2019 THE READING WAREHOUSE INC. $643.209283 12/13/2019 TOWN & COUNTRY NEWSPAPER $47.009284 12/13/2019 TOZOUR ENERGY SYSTEMS, INC $343.449285 12/13/2019 TRIPLE CROWN SPORTS INC $1,051.009286 12/13/2019 UNITED ELECTRIC SUPPLY COMPANY INC $294.569287 12/13/2019 UPPER MONTGOMERY JOINT AUTHORITY $2,283.649288 12/13/2019 UPPER PERKIOMEN VALLEY CHAMBER OF $90.009289 12/13/2019 UPSD CAFETERIA FUND $1,039.719290 12/13/2019 VERIZON BUSINESS SERVICES $65.349291 12/13/2019 VERIZON $2,961.749292 12/13/2019 WAMPOLE ENTERPRISES INC $540.009293 12/13/2019 WATERLOGIC AMERICAS LLC. $1,250.009294 12/13/2019 WEIS MARKETS, INC $194.399295 12/13/2019 XYZPRINTING, INC. $1,973.709296 12/16/2019 CARDMEMBER SERVICE - CONTINUOUS VOID $0.009297 12/16/2019 CARDMEMBER SERVICE - CONTINUOUS VOID $0.009298 12/16/2019 CARDMEMBER SERVICE - CONTINUOUS VOID $0.009299 12/16/2019 CARDMEMBER SERVICE - CONTINUOUS VOID $0.009300 12/16/2019 CARDMEMBER SERVICE $10,092.139301 12/19/2019 ADVANCED PROTECTION COMPANY $3,520.009302 12/19/2019 ALL-PHASE ELECTRIC SUPPLY COMPANY $132.509303 12/19/2019 BEARING & DRIVE SOLUTIONS $137.009304 12/19/2019 COMMONWEALTH OF PENNSYLVANIA $50.009305 12/19/2019 CONTRACT CLEANERS SUPPLY INC $2,533.519306 12/19/2019 COVENTRY TRANSPORTATION, INC $1,843.169307 12/19/2019 DUFF COMPANY $2,213.73
January 9, 2020 45
Upper Perkiomen School DistrictLIST OF PAYMENTS
For the Period Ending January 9, 2020
Bank: 03 UNIVEST BANK & TRUST COMPANY
Check No. Check Date Vendor Name Amount9308 12/19/2019 EDMENTUM, INC $2,200.009309 12/19/2019 EDWARDS BUSINESS SYSTEMS (TX) $5,305.499310 12/19/2019 GRAINGER $408.439311 12/19/2019 HOOVER STEEL INC $129.369312 12/19/2019 IRVIN G TYSON & SON INC $483.209313 12/19/2019 J D EQUIPMENT $377.929314 12/19/2019 JW PEPPER & SON INC $46.009315 12/19/2019 M & B ENVIRONMENTAL, INC. $373.759316 12/19/2019 M J REIDER ASSOCIATES INC $2,476.259317 12/19/2019 MET-ED $3,830.949318 12/19/2019 MOORE ENGINEERING COMPANY $752.049319 12/19/2019 MOYER INDOOR / OUTDOOR $139.009320 12/19/2019 PPL ELECTRIC UTILITIES $174.129321 12/19/2019 R.J. ELECTRIC, INC. $950.389322 12/19/2019 READING FOUNDRY & SUPPLY COMPANY $919.409323 12/19/2019 SHIFFLER EQUIPMENT SALES INC $67.609324 12/19/2019 TRI-STATE ELEVATOR CO INC $969.409325 12/19/2019 UNITED ELECTRIC SUPPLY COMPANY INC $872.579326 12/19/2019 USA BLUE BOOK $230.989327 12/19/2019 VALLEY LOCK & DOOR CORPORATION $86.009328 12/19/2019 VERIZON WIRELESS $1,419.199329 12/19/2019 WARD'S SCIENCE $1,153.349330 12/19/2019 WAREHOUSE BATTERY OUTLET INC $64.509331 12/19/2019 WATERLOGIC AMERICAS LLC. $250.009332 12/19/2019 WEST HEALTH ADVOCATE SOLUTIONS INC. $606.109333 01/09/2020 DAVID R ABEL, M.D., P.C. $1,500.009334 01/09/2020 KIMBERLY A BAST $147.569335 01/09/2020 BRODART CO $428.589336 01/09/2020 BSN SPORTS LLC $225.009337 01/09/2020 MICHELE L BURNS $20.169338 01/09/2020 BUXMONT ACADEMY $11,620.149339 01/09/2020 CHESTER COUNTY INTERMEDIATE UNIT $10,278.459340 01/09/2020 COUNTY OF MONTGOMERY $940.509341 01/09/2020 D & J SPORTS INC $1,006.009342 01/09/2020 DEMCO INC $106.899343 01/09/2020 DISTRICT ONE ATHLETIC DIRECTORS ASSOC $50.009344 01/09/2020 EPLUS TECHNOLOGY OF PA INC $717.609345 01/09/2020 EXPLORATIONS PHP INC. $1,091.649346 01/09/2020 FOUNDATIONS BEHAVIORAL HEALTH $3,689.009347 01/09/2020 FOX ROTHSCHILD LLP $20.00
January 9, 2020 46
Upper Perkiomen School DistrictLIST OF PAYMENTS
For the Period Ending January 9, 2020
Bank: 03 UNIVEST BANK & TRUST COMPANY
Check No. Check Date Vendor Name Amount9348 01/09/2020 HOLLY A FRANCISCO $176.329349 01/09/2020 FUN AND FUNCTION $248.899350 01/09/2020 GENERAL HEALTHCARE RESOURCES, INC $13,601.839351 01/09/2020 GORMAN & ASSOCIATES, P.C. $4,000.009352 01/09/2020 H & L TEAM SALES, INC. $387.009353 01/09/2020 HOUGHTON MIFFLIN HARCOURT PUBLISHING CO $699.889354 01/09/2020 HP INC. - CONTINUOUS VOID $0.009355 01/09/2020 HP INC. $7,350.009356 01/09/2020 HUMANUS CORPORATION $3,457.509357 01/09/2020 JEFFREY W HYDE $65.009358 01/09/2020 INSTRUMENTATION ASSOCIATES, INC. $272.009359 01/09/2020 JLR CONSULTING $10,512.509360 01/09/2020 KIDSPEACE CORPORATION $7,064.269361 01/09/2020 LOSER'S MUSIC INC $475.879362 01/09/2020 MAILROOM SYSTEMS INC $160.799363 01/09/2020 KATHLEEN MAURER $88.749364 01/09/2020 MCGRAW-HILL SCHOOL EDUCATION HOLDINGS $122.459365 01/09/2020 MILAGRE KIDS SCHOOL, INC. $7,020.009366 01/09/2020 MONTG COUNTY INTERMEDIATE UNIT #23 $200.009367 01/09/2020 MONTGOMERY COUNTY COMMUNITY COLLEGE $2,925.009368 01/09/2020 MUHLENBERG GREENE ARCHITECTS, LTD. $598.709369 01/09/2020 OFFICE DEPOT $2,860.969370 01/09/2020 P S E R S $247.889371 01/09/2020 PA PRINCIPALS ASSOCIATION $595.009372 01/09/2020 THE PA SCHOOL FOR THE DEAF $6,200.009373 01/09/2020 PAR INC $432.009374 01/09/2020 PATHWAY SCHOOL $4,219.789375 01/09/2020 PEDIATRIC THERAPEUTIC SERVICES, INC $51,497.959376 01/09/2020 PMEA DISTRICT 11 CHORUS FESTIVAL $145.009377 01/09/2020 PORT A BOWL RESTROOM CO. $102.939378 01/09/2020 ALLYN J ROCHE $181.839379 01/09/2020 THERESA SCHLATTERER $10.009380 01/09/2020 CHRISTINE L SIEGFRIED $866.819381 01/09/2020 JAMES A SIVEL $100.009382 01/09/2020 SOCIAL STUDIES SCHOOL SERVICE $44.699383 01/09/2020 SPORTSMAN'S $3,383.989384 01/09/2020 UHS OF PENNSYLVANIA INC $235.609385 01/09/2020 UPSD CAFETERIA FUND $152.989386 01/09/2020 WATCH DOGS USA INCORPORATED $464.469387 01/09/2020 WESTERN MONTGOMERY CAREER & TECHNOLOGY $148,904.33
January 9, 2020 47
Upper Perkiomen School DistrictLIST OF PAYMENTS
For the Period Ending January 9, 2020
Bank: 03 UNIVEST BANK & TRUST COMPANY
Check No. Check Date Vendor Name Amount9388 01/09/2020 WILLIAM V MACGILL & CO $92.659389 01/09/2020 WILMINGTON TRUST FEE COLLECTIONS $780.00
TOTAL CHECKS $1,239,870.23
January 9, 2020 48
Bank: PENNSYLVANIA LOCAL GOVERNMENT INVESTMENT TRUST ‐ GO BOND 2019