Board of Education
Regular Meeting of the Committee of the Whole
April 12, 2012 – 6:15 p.m.
Lake Zurich High School
300 Church Street, Lake Zurich, IL
Agenda
Board Work Session – Discussions/Collaboration/Presentations
*Public Comments – Please sign in before 6:15pm
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
Grant Report (Information)
Professional Development Update (Information)
Bid Approvals – (Info/Discussion) Action 4/26/12
a. Summer Work Projects
b. P.E. Uniforms
Third Quarter Budget Update (Information)
Financial Profile (Information)
2012-2013 Budget Parameters (Info/Discussion)
Authorization of School Maintenance Project for School Maintenance
Program Grant (Information) Action 4/26/12
Cash Flow (Information)
Information Items:
a. Declare Last Day of School Action 4/26/12
b. Field Trip Approval Action 4/26/12
c. Policy – First Read Action 4/26/12
Board and District Goals (Discussion)
Closed Session – to discuss personnel, collective negotiating, pending
litigation matters, and sale or lease of public property
*Public comments are limited to 5 minutes per individual,
30 minutes total time for any one topic
In accordance with the Americans with Disabilities Act, individuals with disabilities who plan to attend this meeting or any other
activity or program and who require certain accommodations so that they can observe and participate, or who have questions
regarding the accessibility of the meeting room or the District’s facilities, should contact the Superintendent’s office (847-5404963) promptly to allow the District to make reasonable accommodations for those persons.
Dr. Michael J. Egan, Superintendent of Schools
District 95 Administration Center - 400 South Old Rand Road - Lake Zurich IL 60047-2459
Phone: (847) 438-2831 Website: lz95.org Fax: (847) 438-6702
Agenda
FROM THE OFFICE OF
Jodi Wirt
ASSISTANT SUPERINTENDENT FOR CURRICULUM
& INSTRUCTION K-12
Stacie Noisey
DIRECTOR OF CURRICULUM
Terry Mootz
DIRECTOR OF DATA & ASSESSMENT
INTEROFFICE MEMORANDUM
TO:
Dr. Michael Egan
FROM:
Jodi Wirt, Stacie Noisey, and Vicky Cullinan
DATE:
FY2012 Grant Report
SUBJECT:
April 4, 2012
Attached you will find a table with information regarding the grant dollars awarded from fiscal years 2007 through 2012.
Each of the grants has a specific purpose:
The NCLB Consolidated Applications includes the following grants:
• Title I, Part A provides the programs and resources for disadvantaged students to meet this goal. NCLB also
requires states and LEAs to close the achievement gap, to place a highly qualified teacher in every classroom,
and to improve the qualifications of paraprofessionals who work with disadvantaged students.
• The Title II, Part A, Teacher Quality grant provides the resources for hiring, retaining, and recruiting highly
qualified teachers and for training teachers and paraprofessionals.
TPI/TBE The State Transitional Program of Instruction (TPI) and the Transitional Bilingual Education (TBE) program
provides supplemental financial assistance to help local school districts meet needs of these children and facilitate their
integration into the regular public school curriculum.
Illinois State Library Grant provides supplementary support for school district’s library media program. The allocation
for 2012 per student is still to be determined.
Driver’s Education Program reimburses school districts a portion of the cost for the district driver education program.
The reimbursement is formula driven and is calculated annually by the State Board of Education.
There are many regulations and reporting requirements for most of the major grants we receive.
Efficient and ongoing accounting and monitoring of our grants increases the likelihood that we will maximize timely
receipts. The district follows all requirements and timelines to remain in compliance.
As you are aware, there are no longer any appropriations for Title IID, Title IV, and Reading Improvement Block.
Grant Report
Fiscal Years 07-12
Grant
Awarded
Awarded
Awarded
Awarded
Awarded
Awarded
2006-2007
20072008
20082009
20092010
2010-2011
2011-2012
Reading Improvement
$158,305
$155,673
$149,441
$136,371
Title I-Improving the Academic
Achievement of the Disadvantaged
154,580
164,134
164,580
167,060
148,828
208,235
Title II-Teacher Quality
93,354
93,214
104,214
106,594
107,537
84,267
Title III Lang Inst Program LIP/LEP
26,864
53,432
23,316
0
21,900
30,578
Title IV-Safe and Drug Free
17,058
17,890
6,543
13,509
Title II-D Technology
2,815
1,746
-
1,409
Title V-Innovative Education
16,558
46,009
6,452
Bilingual TBE/TPI
24,967
41,712
63,349
41,468
55,239
72,543
ADA Safety and Educational Block Grant
210,679
245,882
221,185
27,722
General State Aid
2,146,854
2,211,260
2,502,074
1,929,100
2,496,000
2,356,023
Driver’s Education
37,053
48,174
42,436
33,609
42,485
50,931
Illinois State Library
4,734
4,590
4,563
4,438*
4,584.30
*Awarded for 2009-2010; however, cannot be used until 2010-2011
Award
notification has
not been
received.
Agenda
FROM THE OFFICE OF
Jodi Wirt
ASSISTANT SUPERINTENDENT FOR CURRICULUM
& INSTRUCTION K-12
Stacie Noisey
DIRECTOR OF CURRICULUM
Terry Mootz
DIRECTOR OF DATA & ASSESSMENT
INTEROFFICE MEMORANDUM
TO:
Dr. Mike Egan
FROM:
Jodi Wirt
DATE:
April 4, 2012
SUBJECT:
Professional Development
Lake Zurich CUSD95’s commitment to continuous improvement is illustrated by the district’s focus on
providing students with quality and challenging learning experiences. The primary work of the
Curriculum and Instruction office is to ensure that Lake Zurich CUSD95 has a guaranteed and viable
curriculum. This is achieved through the curriculum development process as well as the professional
development provided for staff. In this monthly report, we will highlight professional development
opportunities provided to the staff of Lake Zurich CUSD 95 throughout the 2011-2012 school year.
Professional Development
On August 22, 2011 all staff participated in a district designed professional development workshop
focusing on how the Understanding by Design curricular framework, specifically focusing on enduring
understandings and essential questions) assists the district in providing students with opportunities to
acquire the mission traits (21st Century Skills) as well as master content knowledge. Non-certified staff
continued training on SEL (Social and Emotional Learning).
On August 23, 2011 K-5 staff and 6-12 English staff participated in professional development on best
practices in writing. Illinois Writing Project facilitators under the direction of Dr. Steve Zemelman
provided teachers with the following learning opportunities:
•
•
•
•
•
•
•
The focus on
Institute Days.
Implementing the District Curriculum with best practice strategies and Write Source
materials.
Quick Writes and Writer’s Notebook
Teaching the Six Traits
Training Students to Use Peer Revision
Using Literature in Writing Instruction
Using Models in Teaching Writing
Getting Started with Writers Workshop
writing continued for K-5 staff and 6-12 English staff on November 2 and January 20
On August 23 High School staff participated in three workshops: how to using Personal Electronic
Devices (PEDs) in the classroom, designing the teacher’s webpage and Mastery Manager.
On October 19, approximately 70 elementary teachers attended an introductory workshop to learn to
assess student reading using the Fountas and Pinnell Benchmark Assessment. This assessment is being
used this year in select classrooms to monitor guided reading progress.
On November 2 and January 20, high school and middle school staff rotated between the following
three workshops:
• The “Big Ideas” Of the Common Core and how they impact our work
• Using Essential questions and Enduring Understandings to Guide Instruction
• Mastery Manager- reports and data analysis to inform instructional decisions and improve
assessment design
Over the course of the school year, the K-5 Gifted Specialists have participated in multiple professional
development sessions with a consultant to revise the elementary gifted math courses to incorporate
Understanding by Design and include problem based learning and balanced inquiry.
On January 20, K-12 Art teachers attended a workshop at Peter Patterson Glassworks that focused on
team building, color theory, and basic glassworks.
In a cooperative effort between the Office of Student Services and the Curriculum Office, a series of
seven reading comprehension workshops have been offered to all K-5 elementary special education
teachers. The intensive reading strategies workshops involved group study of a common text,
assessment to measure student growth, and application of presented ideas in class lesson plans.
This school year four additional teachers have participated in Reading Recovery training while the four
teachers who trained last year participated in continuing education through the Lake Area Reading
Recovery Consortium. The goal of Reading Recovery is to dramatically reduce the number of first-grade
students who have extreme difficulty learning to read and write. The initial training for Reading
Recovery includes required graduate coursework, behind-the-glass sessions, and classroom visits from
the Reading Recovery teacher leader.
The middle school reading specialists have also participated in an intensive professional development
program through the Partnerships for Comprehensive Literacy. The Comprehensive Literacy Model
(CLM) is related to Reading Recovery and built on the ideas of Marie Clay. The goal is to develop a
seamless transition across school programs, curriculum approaches, and assessment systems where
best practices in literacy instruction are implemented to create intellectual environments that make
literate thinking a top priority for students. The requirements for the CLM program are similar to
Reading Recovery. Teachers participate in graduate coursework, classroom observations are conducted
by teacher leaders, and continuing education is required.
In response to the adoption of the Common Core Standards for mathematics, a series of math
workshops for K-2 math teachers has been offered this year. The curriculum office has worked in
partnership with the Lake County ROE to provide K-2 teachers with professional development that
supports teachers as they assess student’s mathematical skills using the Kathy Richardson math
assessments and design appropriate classroom instruction to meets students’ needs.
On May 18th all secondary staff will participate in a workshop that provides an overview of the Charlotte
Danielson Framework for Enhancing Professional Teaching Practices which will be used in the 2012-2013
school year as part of Lake Zurich CUSD 95’s revised Certified Staff Evaluation System. The Consortium
for Educational Change (CEC) will provide the training. (All elementary staff will participate in this
training on the early release days scheduled for April 24 and May 23.) On May 18th, elementary staff will
participate in a workshop familiarizing them with the new science curricula and the National Geographic
resources.
Administration
Lake Zurich CUSD 95 administrators completed the course designed by Research for Better Teaching
titled, Observing and Analyzing Teaching. This course, completed on December 13, provided
administrators with the opportunity to
• Study the knowledge base on teaching and applying it to one’s own work
• Develop conferencing and writing skills to help participants spread a vision of
high-quality teaching and learning
• Examine and experiment with multiple data sources to support decision making.
• Define high standards and expectations for teaching and learning.
Additional Professional Development Opportunities
The district has also provided a variety of staff with opportunities to attend workshops outside of the
district. The list below provides you with an overview of the types of workshops attended:
• Common Core Camp for Math Teachers
• Continued training for Reading Recovery Teachers
• Conference on Bullying
• “Life of an Athlete”
• Understanding the Common Core: What Administrators Need to Know, Understand and Do
• National Council of Teachers of Mathematics Regional Conference
• Implementing Guided Math with Common Core Standards
• Meeting Standards “by Design” Grant Wiggins
• National Council of Teachers of English
• Improving Student Achievement in Science
• Math Problem Solving Common Core Workshop
• Literacy and Math Games
• IAGC Conference
• Bilingual Conference
• ICE Conference
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
6 Traits of Writing Workshop
Northern Illinois AATG: 2012 German Immersion Weekend
Guided Math Workshop
Illinois Reading Council
Common Core Math Curriculum and Assessment Development
6 Traits of Guided Math
Strategies for Strengthening your Students Target Language
SEL Implementation Workshop
Initial Literacy Instruction for ELL’s
Pre-K/Kindergarten Conference
NAESP Best Practices for Better Schools Conference
Anderson’s Bookfair: 10th Annual Children’s Literature Breakfast
Illinois Resource Center- Data Discovery: Using ACCESS Data
Classroom Instruction that Works: 7 Step Process
Using Primary Sources to meet Common Core Standards
Illinois Resource Center WIDA Summer Conference
ASCD Conference
The Curriculum and Instruction Office continues to support workshop attendance aligned to the
district’s major initiatives and mission.
Agenda
FROM THE OFFICE OF
Lyle Erstad
DIRECTOR OF FACILITIES
To:
Board of Education
From: Vicky Cullinan and Lyle Erstad
Re:
Summer Projects
Date:
April 5, 2012
As a part of our summer projects we have had bid openings on the following three projects:
1. Professional Development Center Back Up Generator – Working with 20/10 Engineering we held
a bid opening for the equipment and installation of a natural gas fired back up generator which
will power the entire PDC. The apparent low bidder is Carey Electric with a bid of $61,884.00.
Though both Vicky and I have worked with Carey Electric before, references are being checked.
2. May Whitney Early Childhood Play area – Working with Gewalt Hamilton and Ruck Pate
Architecture, we held a bid opening for the equipment and installation of a new age appropriate
play area for Early Childhood. There were two bidders and the apparent low bidder is Team
Reil, Inc with a bid of $107,388.00. It will be our intent to also accept Alternate 1 for an
additional piece of equipment which was bid at $5,932. This would give a total bid package of
$113,320. The project will be installing Miracle play equipment for which Team Reil is the
distributor.
3. Sarah Adams Folding Wall Partition - Working with Ruck Pate Architecture bids were solicited for
the replacement of the coiling wall partition separating the gymnasium and cafeteria at Sarah
Adams. The apparent low bidder is Driessen Construction with a bid of $134,900. Driessen
currently holds the contract for the HS doors project which has not yet been completed. We will
be discussing it further with Ruck Pate before making a final recommendation.
For your information, we are including the bid tabulation sheets for all three projects.
These three bids will be coming to the board with our final recommendation for approval at the April
Board of Education meeting.
District 95 Professional Development Center – 66 Church Street - Lake Zurich IL 60047-2459
Phone: (847) 438-2380
FAX: (847) 438-2385
Project
Owner
Engineer
Project #
Bid Date
Professional Development Center Generator Installation School District 95
Lake Zurich Community Unit School District 95
20/10 Engineering, LLC
1298-Z-1
April 4th, 2012, 1:00 pm
Contractor
Pieper Electric, Inc.
4716 52nd Ave.
Kenosha, WI 53144
Carey Electric Contracting, Inc
3309 Waukegan Rd.
McHenry, IL 60050
Prospect Electric Co.
234 E. Lincoln St.
Mount Prospect, IL 60056
Bid Bond
Addenda Acknowledged
1
2
Base Bid
Y
Y
Y
$72,500.00
Y
Y
Y
$61,884.00
Y
Y
Y
$69,732.00
BID TABULATION
EC Playground for May Whitney School
Project No. 1165.01
4 April 2012 - 1:00 PM
OWNER
Board of Education
Community Unit School District 95
400 Old South Rand Road
Lake Zurich, Illinois 60047
ARCHITECT
RuckPate Architecture
22102 North Pepper Road, Suite 201
Barrington, Illinois 60010
Equip Mfr
Bid
BIDDER
BASE BID
L-Landscape Structures
M-Miracle Recreation
Alternate 1
Addenda
Bond
Team Reil, Inc.
$107,388.00
M
$5,932.00
NA
Y
Horcher Construction, Inc.
$116,000.00
M
$7,000.00
NA
Y
Comments
BID TABULATION
OWNER
ARCHITECT
Sarah Adams Folding Parting
Board of Education
RuckPate Architecture
Project No. 1265.01
Community Unit School District 95
22102 North Pepper Road, Suite 201
400 Old South Rand Road
Barrington, Illinois 60010
5 April 2012 - 1:00 PM
Lake Zurich, Illinois 60047
Add.
Add.
Bid
BIDDERS
BASE BID
One
Two
Bond
Driessen Construction
$134,900.00
X
X
X
The Dubs Co.
$153,540.00
X
X
X
Horcher Construction
$177,310.00
X
X
X
Manusos General Contracting
$157,750.00
X
X
X
Comments
Agenda
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT:
Board of Education
Vicky Cullinan
November 3, 2011
Agenda Item – Committee of the Whole
Agenda Item: Bid Approval – PE Uniforms
The school district recently issued bids for the Middle School and High School PE
Uniforms for the 2012-2013 school year. The bids were sent to 13 vendors. The bid
opening was held on April 4, 2012. Six bidders responded. Attached are the results.
The low bidder was Ambassador Products with a total bid price of $9,009.25. They
have been the supplier of the district’s PE uniforms for at least the last 3 years. A
final recommendation for the board meeting is pending a review of the product
sample.
Dr. Michael J. Egan, Superintendent of Schools
District 95 Administration Center - 400 South Old Rand Road - Lake Zurich IL 60047-2459
Phone: (847) 438-2831 Website: lz95.org Fax: (847) 438-6702
LAKE ZURICH CUSD 95
FY12 PHYSICAL EDUCATION UNIFORMS
BID OPENING 4/4/2012 AT 1:30
VENDOR
QTY
UNIT
COST
BSN SPORTS
EXTENDED SCREEN
COST
CHARGES
TOTAL
SPORTS DECALS
UNIT EXTENDED SCREEN
COST
COST
CHARGES TOTAL
HAYDEN'S ATHLETIC
UNIT EXTENDED SCREEN
COST
COST
CHARGES TOTAL
UNIT
COST
AMBASSADOR PRODUCTS
EXTENDED SCREEN
COST
CHARGES TOTAL
UNIT
COST
PALOS SPORTS
EXTENDED SCREEN
COST
CHARGES TOTAL
UNIT
COST
RIDDELL/ALL AMERICAN
EXTENDED SCREEN
COST
CHARGES TOTAL
ASH SHIRTADULT SMALL
469
2.95
1,383.55
0
1,383.55
2.73
1,280.37
0
1,280.37
3.25
1,524.25
0
1,524.25
2.70
1,266.30
0
1,266.30
3.13
1,467.97
0
1,467.97
2.60
1,219.40
234.50
1,453.90
ASH SHIRTADULT MEDIUM
281
2.95
828.95
0
828.95
2.73
767.13
0
767.13
3.25
913.25
0
913.25
2.70
758.70
0
758.70
3.13
879.53
0
879.53
2.60
730.60
140.50
871.10
ASH SHIRTADULT LARGE
98
2.95
289.10
0
289.10
2.73
267.54
0
267.54
3.25
318.50
0
318.50
2.70
264.60
0
264.60
3.13
306.74
0
306.74
2.60
254.80
49.00
303.80
ASH SHIRT- XL
ADULT
98
2.95
289.10
0
289.10
2.73
267.54
0
267.54
3.25
318.50
0
318.50
2.70
264.60
0
264.60
3.13
306.74
0
306.74
2.60
254.80
49.00
303.80
ROYAL SHIRTADULT SMALL
531
3.10
1,646.10
0
1,646.10
2.83
1,502.73
0
1,502.73
3.35
1,778.85
0
1,778.85
2.85
1,513.35
0
1,513.35
3.20
1,699.20
0
1,699.20
2.85
1,513.35
265.50
1,778.85
368
3.10
1,140.80
0
1,140.80
2.83
1,041.44
0
1,041.44
3.35
1,232.80
0
1,232.80
2.85
1,048.80
0
1,048.80
3.20
1,177.60
0
1,177.60
2.85
1,048.80
184.00
1,232.80
ROYAL SHIRTADULT MEDIUM
ROYAL SHIRTADULT LARGE
ROYAL SHIRTADULT XL
50
3.10
155.00
0
155.00
2.83
141.50
0
141.50
3.35
167.50
0
167.50
2.85
142.50
0
142.50
3.20
160.00
0
160.00
2.85
142.50
25.00
167.50
125
3.10
387.50
0
387.50
2.83
353.75
0
353.75
3.35
418.75
0
418.75
2.85
356.25
0
356.25
3.20
400.00
0
400.00
2.85
356.25
62.50
418.75
ROYAL SHORTSYOUTH LARGE
36
6.10
219.60
0
219.60
4.89
176.04
0
176.04
7.95
286.20
0
286.20
4.60
165.60
0
165.60
NA
NA
NA
NA
5.35
192.60
18.00
210.60
ROYAL SHORTSADULT SMALL
222
6.10
1,354.20
0
1,354.20
4.89
1,085.58
0
1,085.58
7.95
1,764.90
0
1,764.90
4.60
1,021.20
0
1,021.20
NA
NA
NA
NA
5.35
1,187.70
111.00
1,298.70
ROYAL SHORTSADULT MEDIUM
125
6.10
762.50
0
762.50
4.89
611.25
0
611.25
7.95
993.75
0
993.75
4.60
575.00
0
575.00
NA
NA
NA
NA
5.35
668.75
62.50
731.25
ROYAL SHORTSADULT LARGE
250
6.10
1,525.00
0
1,525.00
4.89
1,222.50
0
1,222.50
7.95
1,987.50
0
1,987.50
4.60
1,150.00
0
1,150.00
NA
NA
NA
NA
5.35
1,337.50
125.00
1,462.50
50
6.10
305.00
0
305.00
4.89
244.50
0
244.50
7.95
397.50
0
397.50
4.60
230.00
0
230.00
NA
NA
NA
NA
5.35
267.50
25.00
292.50
49
6.10
298.90
0
298.90
6.89
337.61
0
337.61
7.95
389.55
0
389.55
5.15
252.35
0
252.35
NA
NA
NA
NA
5.35
262.15
24.50
286.65
TOTAL:
NA
ROYAL SHORTSADULT XL
ROYAL SHORTSADULT 2XL
TOTAL:
10,585.30
TOTAL:
9,299.48
TOTAL:
12,491.80
TOTAL:
9,009.25
TOTAL
10,812.70
Agenda
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT:
Board of Education
Vicky Cullinan
April 12, 2012
Agenda Item – Committee of the Whole
Agenda Item: Third Quarter Financial Result (Informational)
Attached is the recap of the district’s revenues and expenditures comparing budget to
actual through the third quarter of the fiscal year. The information will be reviewed in
more detail at the meeting.
Dr. Michael J. Egan, Superintendent of Schools
District 95 Administration Center - 400 South Old Rand Road - Lake Zurich IL 60047-2459
Phone: (847) 438-2831 Website: lz95.org Fax: (847) 438-6702
Lake Zurich CUSD 95
REVENUE ACTUAL COMPARED TO BUDGET
FOR THE NINE MONTHS ENDED 3/31/2012
Actual
FY 12
3/31/2012
2011-2012
Budget
% Received
Year to Date
Education Fund
General Levy
Interest Earnings
Food Service Sales
Fees
CPPRT
Other Local Sources
Total Local Revenue
50,383,275
50,000
1,520,000
2,119,994
122,397
622,430
89.0%
25,658,803
41,025
919,258
969,782
41,744
667,435
50.9%
82.1%
60.5%
45.7%
34.1%
107.2%
$ 54,818,096
$ 28,298,047
51.6%
2,356,062
3,008,581
68,400
1,803,676
2,052,551
39,167
76.6%
68.2%
57.3%
General State Aid
Special Education/Bilingual
Other State
Total State Revenue
8.8%
$ 5,433,043
$
3,895,394
71.7%
Total Federal Revenue
2.2%
$ 1,334,103
$
1,296,162
97.2%
$ 61,585,242
$ 33,489,603
54.4%
8,546,483
12,000
215,000
92,000
4,209,286
7,693
151,438
72,115
49.3%
64.1%
70.4%
78.4%
Education Fund Total*
Operations and Maintenance Fund
Direct Financing Sources:
General Levy
Interest Earnings
Facility Rentals
Other Local Sources
Other Financing Sources:
7140 Permanent Transfer
16,000
-
0.0%
Total Local Revenue
$ 8,812,483
$
4,440,532
50.4%
Total Federal Revenue
$
140,000
$
125,745
89.8%
$ 9,021,483
$
4,566,277
50.6%
7,733,224
16,000
3,948,880
10,589
51.1%
66.2%
196,122
129,792
66.2%
Operations and Maintenance Fund Total
Debt Service Fund
Direct Financing Sources:
General Levy
Interest Earnings
Other Financing Sources:
7600 Permanent Transfer O & M
7700 Permanent Transfer O & M
Debt Service Fund Total
71,142
32,755
46.0%
4,122,016
51.4%
2,395,060
99,000
16,000
2,016,000
1,173,605
67,818
10,694
1,197,486
49.0%
68.5%
66.8%
59.4%
4,184,456
4,184,456
100.0%
6,634,059
76.2%
670,632
100,000
848
126,000
47.0%
100.0%
70.7%
0.0%
99.4%
897,480
54.2%
9,543
1,062
110.6%
$ 8,016,487
$
Transportation Fund
Direct Financing Sources:
General Levy
Fees
Interest Earnings
State Aid and Grants
Other Financing Sources:
7130 Permanent Transfer
7300 Sale of Equipment
Transportation Fund Total
$ 8,710,516
$
IMRF Fund
General Levy
Corporate Personal Property Tax
Interest Earnings
State Sources
Federal Sources
IMRF Fund Total
1,427,876
100,000
1,200
986
126,710
$ 1,656,772
$
Capital Projects Fund
Direct Financing Sources:
Impact Fees
Interest Earnings
Other Financing Sources:
7800 Transfer from O & M
Capital Projects Fund Total
960
$
960
$
10,605
1104.7%
10,702
1,762
1,275,000
165.5%
135.5%
1,287,464
16573.7%
$ 51,007,504
57.3%
Working Cash Fund
General Levy
Interest Earnings
Other Revenues
6,468
1,300
Working Cash Fund Total
$
Total All Funds
$ 88,999,229
*Does not include "on-behalf" payments
7,768
$
Lake Zurich CUSD 95
EXPENDITURE ACTUAL COMPARED TO BUDGET
FOR NINE MONTHS ENDED 3/31/2012
2011-12
Budget
Actual
Year to Date
3/31/2012
42,370,191
6,006,716
4,553,807
1,932,388
356,733
4,301,742
708,581
$ 60,230,159
196,122
71,142
$
267,264
$ 60,497,423
29,499,219
3,932,043
3,140,294
1,020,055
14,720
2,678,647
80,442
$ 40,365,420
129,792
32,755
$
162,547
$ 40,527,967
69.6%
65.5%
69.0%
52.8%
4.1%
62.3%
11.4%
254,500
43,400
4,580,000
2,159,000
1,904,000
64.2%
39.0%
76.8%
63.9%
70.9%
75,000
$ 9,015,900
163,431
16,932
3,519,685
1,380,477
1,349,399
300
7,924
$ 6,438,148
3,520
8,021,426
16,000
$ 8,040,946
7,320
7,675,546
$ 7,682,866
208.0%
95.7%
0.0%
95.5%
1,390,000
116,290
1,675,845
349,000
4,888,850
1,450
$ 8,421,435
990,488
87,630
950,634
238,806
4,888,238
1,040
502
$ 7,157,338
71.3%
75.4%
56.7%
68.4%
100.0%
71.7%
Percentage
Expended
Education Fund
Salaries
Benefits
Purchased Services
Supplies and Material
Capital Outlay
Dues and Fees
Non Capitalized Equipment
Termination of Benefits
8130
8140
8600
8700
Transfer among Funds
Transfer of Interest
Transfer to Debt - Principal
Transfer to Debt - Interest
Education Fund Total*
67.0%
67.0%
Operations and Maintenance Fund
Salaries
Benefits
Purchased Services
Supplies and Materials
Capital Outlay
Other Objects
Non Capitalized Equipment
Operations and Maintenance Fund Total
10.6%
71.4%
Debt Service Fund
Purchased Services
Principal and Interest Payments
Transfer of Interest Income
Debt Service Fund Total
Transportation Fund
Salaries
Benefits
Purchased Services
Supplies and Materials
Capital Outlay
Dues and Fees
Non-Capitalized Equipment
Transportation Fund Total
85.0%
IMRF/Social Security Fund
Employee Benefits
IMRF/Social Security Fund Total
1,628,950
$ 1,628,950
1,091,780
$ 1,091,780
67.02%
67.02%
750,000
225,000
125,000
$ 1,100,000
703,139
49,255
103,933
856,327
93.8%
Capital Projects Fund
Purchased Services
Supplies and Materials
Captial Outlay
Non-Capitalized Equipment
Capital Projects Fund Total
$
21.9%
83.1%
77.8%
Working Cash Fund
Other Objects
-
Working Cash Fund Total
$
Total All Funds
$ 88,704,653
*Does not include "on-behalf" payment
$
-
$ 63,754,426
71.9%
Agenda
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT:
Board of Education
Vicky Cullinan
April 12, 2012
Agenda Item – Committee of the Whole
Agenda Item: FY 11 Financial Profile
Annually the ISBE issues the “School District Financial Profile” to help monitor the finances of
school districts and identify which districts are in or moving towards financial difficulty.
ISBE has been monitoring the financial conditions of schools districts since the 1980’s. The process
has changed from the Financial Watch List to the Financial Assurance and Accountability System to
the School District Financial Profile System. Each permutation has been an effort to present, in the
eyes of the Illinois State Board of Education (ISBE), a more accurate report on the health of
individual school districts.
This information is available to the public on ISBE’s website. The goal of the profile is to objectively
assess the financial health of all school districts in order for the public to gain a better
understanding of where their schools rank in comparison to others. The total Financial Profile’s
“score” results in the following designation:
3.54 – 4.0
3.08 – 3.53
2.62 – 3.07
1.0 – 2.61
Financial Recognition
Financial Review
Financial Warning
Financial Watch
The state currently looks at 5 financial indicators that are described below. I have attached a report
that lists current as well as historical data specific to our district. The funds that are used in the
financial profile are Education, Operations and Maintenance, Transportation, Working Cash and
IMRF/SS if negative. The 2012 Financial Profile Designation is based on the 2010-2011 Annual
Financial Report that is prepared by the district’s auditor and sent to ISBE.
Financial Profile Indicators:
1. Fund Balance to Revenue Ratio – This indicator reflects the overall financial strength of the
district. It is the result of dividing the ending fund balances by the revenues for the four operating
and negative IMRF/SS funds. Operating Funds are the Educational, Operations and Maintenance,
Transportation and Working Cash Funds. (35% weighting)
Dr. Michael J. Egan, Superintendent of Schools
District 95 Administration Center - 400 South Old Rand Road - Lake Zurich IL 60047-2459
Phone: (847) 438-2831 Website: lz95.org Fax: (847) 438-6702
This year we increased to .423 from .370. This maintains the upward trend. These
increased fund balances will help us weather the uncertainties of school funding in
Illinois.
2. Expenditure to Revenue Ratio – This indicator identifies how much is expended for each dollar
received. It is computed by dividing total expenditures for the Educational, Operations and
Maintenance, and Transportation Funds by the revenues for those same funds plus Working Cash.
The calculation also takes into account remaining balances of these funds at the end of the year if a
district is scoring low for their Expenditure to Revenue Ratio. This is especially beneficial to
districts that have saved for projects and are now incurring the expenditures for them or who have
healthy fund balances even after spending a portion of their savings. (35% weighting)
Last year we expended $.942 for every dollar the district received. This year we expended
$1.002 for every dollar the district received.
3. Days Cash on Hand – This indicator provides a projected estimate of the number of days a
district could meet operating expenditures provided no additional revenues were received. It is
computed by dividing the total expenditures of the Educational, Operations and Maintenance, and
Transportation Funds by 360 days to obtain an average expenditure per day. Then the total cash on
hand and investments for the same funds plus working cash are divided by the average
expenditures per day. As with the Fund Balance to Revenue Ratio and the Expenditure to Revenue
Ratio, the Working Cash Fund is incorporated into the calculation. (10% weighting)
The districts cash on hand calculation has increased to 160 days from 150 days on a cash
basis.
4. Percent of Short-Term Borrowing Ability Remaining – Districts often incur short-term debt
due to several factors (i.e., delays in receipt of local revenues, etc.). For this indicator, the sum of
unpaid Tax Anticipation Warrants is divided by 85% of the Equalized Assessed Valuation (EAV)
multiplied by the sum of the tax rates for the Educational, Operations and Maintenance, and
Transportation Funds. (10% weighting)
The district currently has no short-term debt. It is not anticipated that we will issue any shortterm debt in the foreseeable future.
5. Percent of Long-Term Debt Margin Remaining – A district often incurs long-term debt for
major expenditures such as buildings and equipment. This total is derived by the product of the
district’s EAV multiplied by its maximum general obligation debt limitation, reduced by any
outstanding long-term debt. (10% weighting)
Dr. Michael J. Egan, Superintendent of Schools
District 95 Administration Center - 400 South Old Rand Road - Lake Zurich IL 60047-2459
Phone: (847) 438-2831 Website: lz95.org Fax: (847) 438-6702
This percentage had increased each year as the district’s EAV increased and the district
paid down existing long-term debt from previous construction projects. Even though the
district’s EAV actually declined last year we have continued to pay off the district’s longterm debt and have not issued any new long-term debt. The percentage increased to
76.12% from 74.22%.
The district’s FY11 Financial Profile score is 3.55. This score keeps us in the top category of
“financial recognition”. Last year the score was 3.80. The indicator where the district lost points
was in the Expenditure to Revenue Ratio.
Historically we have received the following ratings:
FY03 – 2.40
FY04 – 3.35
FY05 – 2.65
FY06 – 3.00
FY07 – 3.10
FY08 – 3.45
FY09 – 3.80
FY10 – 3.80
FY11 – 3.55
Watch
Review
Early Warning
Early Warning
Review
Review
Recognition
Recognition
Recognition
Dr. Michael J. Egan, Superintendent of Schools
District 95 Administration Center - 400 South Old Rand Road - Lake Zurich IL 60047-2459
Phone: (847) 438-2831 Website: lz95.org Fax: (847) 438-6702
School District Financial Profile
Lake Zurich CUSD 95
Unit
34-049-0950-26
Financial Indicators :
Fund Balance to Revenue Ratio :
Located in :
Superintendent:
Lake Zurich
Dr. Michael Egan
Basis of Accounting:
Under Tax Cap:
Lake
Accrual
Yes
Historical Data
2007
2008
2009
2010
2011
Score
0.18
0.194
0.268
0.370
0.423
4
Fund Balance to Revenue Ratio
0.45
(Includes Educational, Operations & Maintenance, Transportation, Working Cash, and negative IMRF/FICA Funds)
Weighted Score
1.40
0.40
Total Fund Balance divided by
Total Revenue
31,004,649
73,372,148
0.35
0.30
The Fund Balance to Revenue Ratio reflects the impact of additional revenues to the existing fund balances of the district. Fund Balances, to a
district, can be viewed as savings or checking account balances to the average citizen. A ratio of .25 or greater scores 4, between .25 and .10 scores
3, between .10 and zero scores 2 and a negative fund balance to revenue ratio scores 1.
0.25
2007
2008
2009
2010
2011
Score
1.03
1.00
0.999
0.942
1.002
3
0.20
(Includes Educational, Operations & Maintenance, Transportation, and Working Cash Funds)
Weighted Score
20
11
20
10
1.06
1.04
1.02
2007
2008
2009
2010
2011
Score
1.00
92
97
117
151
160
3
0.98
0.30
0.96
(Includes Educational, Operations & Maintenance, Transportation, and Working Cash Funds)
Weighted Score
32,644,718
1
20
1
0
20
1
9
20
0
204,178
Days Cash on Hand reflects the number of days a school district would be able to pay their average bills without any additional revenues. 180 days
or greater scores 4, between 90 and 180 scores 3, between 30 and 90 scores 2 and less than 30 days of cash on hand scores 1.
8
7
0.94
20
0
Cash on Hand divided by
Expenditures per Day
20
09
Expenditure to Revenue Ratio
The Expenditure to Revenue Ratio represents how much the school district is spending for every dollar they are bringing in as revenue. Equal to or
less than $1.00 has a score of 4, between $1.00 and $1.10 scores 3, between $1.10 and $1.20 scores 2 and spending of greater than $1.20 scores 1.
One-time expenditures made by the district, including construction costs, are included in this ratio. Upon review of the remaining fund balance
when deficit spending occurs, the indicator score may be adjusted.
Days Cash on Hand :
20
08
1.05
73,504,086
73,372,148
20
0
Total Expenditure divided by
Total Revenues
20
07
0.15
Expenditure to Revenue Ratio :
Days Cash on Hand
2007
2008
2009
2010
2011
100.00
100.00
100.00
100.00
100.00
Score
200
180
% of Short-Term Borrowing Max. Remaining :
Tax Anticipation Warrants
Short-Term Debt Max. Available
0
52,326,140
Weighted Score
4
0.40
160
140
120
Based on Tax Anticipation Warrants, this represents how much short-term debt the district may incur.
100
Long-Term Debt Amount
Represents how much long-term debt the district may incur.
Score
66.30
70.28
72.110
74.22
76.12
4
56,353,869
Weighted Score
80
0.40
FY 10 Profile Score 3.80
FY 11 Profile Score 3.55
Recognition
20
11
2011
20
10
2010
20
09
2009
20
08
2008
20
07
% of Long-Term Debt Margin Remaining :
2007
School District Financial Profile
Lake Zurich CUSD 95
Located in :
Lake Zurich
Unit
34-049-0950-26
Superintendent:
Dr. Michael Egan
Accrual
Under Tax Cap:
Yes
Revenues and Expenditures
2010
2011
84M
7,446,717
11,345,905
13,007,207
18,855,099
27,143,053
80M
62,056,849
66,824,044
70,564,122
73,650,994
74,738,433
76M
63,831,765
66,539,678
70,374,940
69,160,332
73,504,086
72M
(1,774,916)
284,366
189,182
4,490,662
1,234,347
68M
5,674,104
1,376,936
5,658,710
3,797,292
2,627,249
11,345,905
13,007,207
18,855,099
27,143,053
31,004,649
218,732
264,964
338,573
437,895
504,882
Revn.
Expnd.
64M
60M
* The Operating Funds include the Educational, Operations and Maintenance, Transportation and Working Cash Funds. For further analysis of the district's ability to levy and transfer monies into the operations of
a district, the Working Cash Fund has been pulled separate below. Districts may transfer money from the working cash fund to any of the operating funds as a loan.
District's Comments Regarding the School District Financial Profile
20
11
2009
20
10
2008
20
09
Working Cash Ending Fund Balance
2007
Basis of Accounting:
20
08
Beginning Fund Balance
+ Revenues
- Expenditures
= Results of Operations
+ Other Receipts and Adjustments
Ending Fund Balance
Historical Data
20
07
*Operating Funds Summary :
Lake
Agenda
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT:
Board of Education
Vicky Cullinan
April 12, 2012
Agenda Item – Committee of the Whole
Agenda Item: Revenue Budget Parameters FY2013
As stated previously, the budget planning started earlier this year with the PMA
process. As we continue the budgeting process we focus on the revenue projections.
Attached are the revenue budget parameters that have been used in the initial budget
planning.
Dr. Michael J. Egan, Superintendent of Schools
District 95 Administration Center - 400 South Old Rand Road - Lake Zurich IL 60047-2459
Phone: (847) 438-2831 Website: lz95.org Fax: (847) 438-6702
Budget Guidelines
2012 – 2013
The 2012-2013 budget will be developed to support the Board’s objectives and the District’s mission to
inspire all students to be passionate, continuous learners and to prepare them with the skills to achieve
their goals and flourish as responsible, caring citizens in a global community.
The Illinois House of Representatives recently passed two resolutions that will likely have significant
influence on the Fiscal Year 2013 state budget making process. The House, with overwhelming
consensus, passed House Resolution 706 and House Joint Resolution 69, which contain identical
language. However, only the joint resolution will be sent to the Senate for consideration. These
resolutions represent the roadmap the House intends to follow as they begin their work on the budget.
We do not know if or when the Senate will take up HJR 69.
The resolutions establish spending caps for FY 13, providing for the amounts and percentages of
available general funds that will be allocated to each House appropriation committee for expenditures
in FY 13. The amount allocated in the resolutions to the House Elementary and Secondary Education
Appropriations Committee is $6.491 billion, and assumes that the state can generate $2.7 billion in
Medicaid reductions. This amount is $258.5 million lower than the FY 12 education budget, $523 million
less than the education budget ISBE requested for FY 13, and $290.3 million less than the education
budget the Governor requested for FY 13. Notably, the resolutions are clear that, if the state is unable to
achieve $2.7 billion in Medicaid savings, then the amounts available to each appropriation committee
must be reduced proportionately.
The budget guidelines reflect very preliminary information given the economic and legislative impacts
that are outside of our control.
REVENUE
1. Property Tax Revenues – Property tax revenues are primarily received in June and September. The
levy adopted this past December is for the taxes we will be receiving in September 2012 for this
budget. The taxes received in June 2013 will be levied for this coming December. We will continue
to assume a 99% collection rate. At this point I am assuming we will levy the full amount. I am
projecting a negative growth in EAV and new construction valued at $3,000,000. The CPI rate for the
2012 levy (to be adopted in December 2012) is 3%.
2. Corporate Personal Property Replacement Taxes (CPPRT) - Estimated taxes for 2012 per the Illinois
Department of Revenue’s estimate was $222,397. We have currently received $191,725. Updated
figures come out during the summer. For the tentative budget we will use the same figure. I would
anticipate the actual number would be higher if the economy is picking up a little. When IDOR
provides a number it is also an estimate.
3. General State Aid (GSA) - This past year the foundation level was $6,119. Since we are an alternate
grant district we only receive $413.33 per student before proration ($392.81 after proration). This
past year the state prorated the GSA amount to 95% which translates to an “effective” rate of a
$5,953 foundation level. The FY13 “effective” foundation level may be as low as $5,631. This figure
could be additionally be impacted by our decreasing enrollment. Last year’s decrease in enrollment
4/10/2012
was offset by an increase in the poverty calculation. We will budget based on the same proration as
last year.
4. Categorical Aid – The amount received is based on reimbursement of claims completed during the
summer for special education and transportation. We will continue to assume four payments in the
upcoming fiscal year (which year’s payments that will be budgeted is based on how many payments
we finally receive during the current fiscal year). We will continue to assume that regular/vocational
transportation will be prorated.
Transportation seems to be a target for making additional cuts. There is talk in Springfield of not
requiring school districts to provide transportation. Obviously, this is not a realistic option for most
school districts but it will make it easier for the state to continue to cut back or eliminate
transportation funding. They are discussing allowing schools to charge for transportation but this
puts a great burden on families with the least resources. If the Medicaid funding targets are not met
during the budget talks it is likely that the transportation funding will be the target to make up the
funding. There is a new formula being examined that encourages efficiencies and redistributes
funding among schools. We would benefit by an estimated $477,000 without any hold harmless for
other school districts.
5. TIF Revenue- TIF revenue will be increased. This is due to an increase of 10 students over last year,
an increase in our tuition rate and the proration of the General State Aid deduction.
6. Student Fees – Less revenue will be budgeted in this area. We held the fees flat but we have a
reduction in our student population.
7. Medicaid Revenue – This is federal source of funds. It has been a target to be eliminated in the
past. As far as we know the funding will continue and will be budgeted at the same level.
8. Federal Grants – There is a feeling that Title II which funds teacher quality (professional
development) will be reduced or eliminated. At this time federal grants will be budgeted at the
same level as last year.
We have been notified by the Illinois State Board of Education of the following information. A
bipartisan deficit-reduction super committee failed to develop a plan in late 2011 for lowering the
federal budget deficit by $1.2 trillion over 10 years, triggering plans for automatic cuts to all
discretionary funding, known as sequestration. It’s estimated that if Congress does nothing to stop
sequestration, education programs may be cut by more than 9 percent or $4 billion in 2013 alone.
The actual amount of the cuts is still unclear. The Congressional Budget Office and others are
projecting cuts in every nonexempt non-defense discretionary program of between 7.8 percent and
9.3 percent. The amounts to be cut will be calculated by OMB and ordered by the president on Jan.
2, 2013. Unfortunately, these cuts will be automatic unless Congress decides otherwise and will not
be definitively known by schools until the sequestration date in January 2013.
4/10/2012
Agenda
FROM THE OFFICE OF
Lyle Erstad
DIRECTOR OF FACILITIES
To:
Board of Education
From: Vicky Cullinan and Lyle Erstad
Re:
Authorization of School Maintenance Project for School Maintenance Program Grant
Date:
April 5, 2012
Lake Zurich School District 95 has opportunity to apply for and receive grant monies for “the
maintenance and or upkeep of buildings or structures for educational purposes”. Grants can be
awarded up to $50,000. The Board of Education must “authorize the school maintenance project during
a duly convened meeting before the application can be submitted”. The deadline for submission is May
1st.
District 95 has identified the storm water management project for May Whitney Elementary School as
meeting the requirements of the grant. A requirement of the grant is to expend matching dollars. We
meet the grant requirements as we are planning for this project with anticipated costs at $500,000
which we have budgeted.
Recommendation: The Administration of District 95 recommends that the Storm Water Management
Project for May Whitney Elementary School be authorized as the school maintenance project by the
Board of Education. This will need to be voted on at the regular April Board of Education meeting.
District 95 Professional Development Center – 66 Church Street - Lake Zurich IL 60047-2459
Phone: (847) 438-2380
FAX: (847) 438-2385
Agenda
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT:
Board of Education
Vicky Cullinan
April 12, 2012
Agenda Item – Committee of the Whole
Agenda Item: FY12 Cash Flow (Informational)
Attached is the cash flow projection for FY12. The months of July through February represent
actual figures reconciled to the cash at the month end. Projections are provided for March through
June.
We are continuing to make adjustments to the cash flow.
Revenue:
o I continue to have doubts if we will receive all the state revenue that is still
projected. But I have no hard information either way.
Expenditures:
o Purchased Services
 Markedly less expenses than projected were incurred during the
month of March.
o Capital Outlay
 I feel we will not be spending as much in this area and have reduced
the figures for April and May.
Dr. Michael J. Egan, Superintendent of Schools
District 95 Administration Center - 400 South Old Rand Road - Lake Zurich IL 60047-2459
Phone: (847) 438-2831 Website: lz95.org Fax: (847) 438-6702
LAKE ZURICH CUSD 95
CASH FLOW PROJECTIONS
FY 2011-2012
CASH BALANCE-BEGINNING
$
42,249,616
$
ACTUAL
July
REVENUE SOURCES
LOCAL SOURCES
STATE SOURCES
FEDERAL SOURCES
OTHER SOURCES
TRANSFERS BETWEEN FUNDS
TOTAL REVENUE
BALANCE SHEET CHANGES:
RECEIVABLES
PAYABLES
TOTAL B/S CHANGES
CASH BALANCE-ENDING
$ 62,077,901
$ 57,592,514
$ 48,313,791
$ 43,222,869
$ 39,060,364
$ 34,025,445
$ 29,500,078
$ 24,526,269
$ 20,814,159
ACTUAL
September
ACTUAL
October
ACTUAL
November
ACTUAL
December
ACTUAL
January
ACTUAL
February
PROJECTED
March
PROJECTED
April
PROJECTED
May
PROJECTED
June
1,383,153
733,499
787,574
-
31,470,598
1,286,320
151,655
-
1,310,804
261,779
45,160
4,184,456
2,377,281
230,438
173,948
57,450
1,022,536
227,899
-
295,233
1,328,932
306,910
1,975,914
2,904,226
32,908,572
5,802,199
2,839,117
1,250,435
1,931,075
(2,729)
5,218
2,489
436
8,774
9,210
136
116,745
116,882
135
8,194
8,329
136
(98,582)
(98,446)
2,603,169
733,999
$
$ 35,545,926
1,391,222
558,606
26,086
-
192
(112,356)
(112,164)
EXPENDITURES
SALARIES
EMPLOYEE BENEFITS
SEDOL LEVY
PURCHASED SERVICES
SUPPLIES
CAPITAL OUTLAY
OTHER OBJECTS
NON-CAPITALIZED EQUIP.
TRANSFERS BETWEEN FUNDS
PRINCIPAL AND INTEREST
TOTAL EXPENDITURES
38,542,032
ACTUAL
August
1,086
(6,711)
(5,625)
260,683
240,036
162,547
663,266
508,203
225,373
56,575
540,000
230,000
220,000
1,400,000
1,200,000
34,750,000
750,000
790,151
990,000
2,600,000
120,717
35,620,717
3,603,723
609,787
3,759,535
647,861
3,717,526
599,732
3,569,511
591,159
3,557,042
628,150
3,613,612
284,380
3,653,108
598,731
3,663,634
625,970
3,807,144
604,965
5,136,838
715,310
903,453
195,837
1,008,326
112,080
14,468
1,014,751
367,238
240,460
512,737
30,392
857,509
405,324
4,254,238
175,962
5,217
844,251
282,696
159,819
149,423
3,787
763,206
261,449
173,761
600
925,942
313,043
73,228
578,718
11,832
1,064,167
304,795
(67,845)
344,969
10,819
162,547
543,711
273,614
19,123
221,375
5,856
850,000
370,000
150,000
200,000
45,000
850,000
320,000
150,000
500,000
80,000
5,571,333
5,801,886
6,379,087
191,150
10,296,796
6,477,488
12,234,721
990,000
6,349,686
6,087,955
5,717,444
5,315,518
59,205
5,963,809
6,312,109
1,200,000
750,000
200,000
650,000
400,000
120,717
303,583
9,476,448
35,545,926
$ 62,077,901
$ 57,592,514
$ 48,313,791
$ 43,222,869
$ 39,060,364
$ 34,025,445
$ 29,500,078
$ 24,526,269
$ 20,814,159
$ 46,958,429
$
BUDGET
FY 12
76,709,713
7,272,882
1,767,907
4,241,906
283,264
90,275,672
75,480,668
7,450,029
1,600,813
4,184,456
283,264
88,999,230
43,260,754
7,064,318
10,312
11,221,072
4,079,337
6,801,612
4,046,896
717,802
283,264
8,021,426
85,506,793
44,014,691
7,785,044
10,312
11,563,172
4,440,388
7,374,583
4,303,192
908,581
283,264
8,021,426
88,704,653
551
18,708
19,259
2,575,913
424,273
10,312
1,404,082
235,341
614,263
427,871
109,831
38,542,032
PROJECTED
FY 12
Salary as a % of FY 11
Average of July '11 to Mar '12
105.3%
104.1%
103.7%
104.6%
104.8%
103.6%
104.4%
103.3%
104.0%
103.0%
Benefits as a % of FY 11
Average of July '11 to Mar '12
As a % of Salary Expense
107.7%
103.8%
15.9%
105.5%
103.9%
100.4%
100.9%
103.7%
102.9%
105.5%
103.7%
16.5%
16.9%
17.2%
16.1%
16.6%
17.7%
16.7%
16.4%
Notes:
February expenditures reflect a reclass entry of $319,200 Workmen's Comp Insurance paid in July, 2011 to Purchase Services from Employee Benefits to align with Illinois Administrative Code
February capital outlay is reclassified FY 12 expenditures to purchased services
Benefits as a % of FY 11 were recalculated net of Sedol Levy payments and Workmen's Comp adjustment in July and February
November 'Other Sources-Revenue' of $57,450 is one time entry to record Food Service cash account
CASH BALANCE-BEGINNING
36,560,883
33,373,679
30,904,859
56,547,463
52,029,880
41,811,662
37,490,890
32,164,314
27,661,690
23,710,475
18,587,124
14,852,710
2010-2011 ACTUALS
LOCAL SOURCES
STATE SOURCES
FEDERAL SOURCES
OTHER SOURCES
TRANSFERS BETWEEN FUNDS
TOTAL REVENUE
July'10
859,413
1,710,195
62,329
3,934,648
August'10
1,921,093
431,129
135,116
-
September'10
30,429,838
227,525
1,030,663
-
October'10
1,236,876
488,685
36,679
38,959
November'10
820,184
740,728
226,766
32,404
December'10
1,159,862
803,001
77,578
January'11
254,425
247,943
235,303
February'11
472,478
227,625
369,169
March'11
331,602
1,236,812
83,521
April'11
542,418
241,097
87,662
6,566,585
2,487,338
31,688,026
1,801,199
1,820,082
2,040,441
737,671
1,069,272
1,651,935
871,177
May'11
1,537,201
466,841
63,641
306,009
2,373,692
June'11
34,803,593
1,012,212
93,625
9,422
2,219,500
38,138,352
208
(96,212)
(96,004)
279
23,785
24,064
279
9,054
9,333
463
4,677
5,140
187
6,889
7,076
152
5,531
5,683
86
7,407
7,493
56
3,301
3,357
56
9,922
9,977
(609)
2,739
2,130
(788)
174,504
173,716
3,443,620
586,654
3,588,395
645,469
3,442,311
610,191
3,473,466
572,242
3,546,053
577,547
3,509,228
603,054
3,646,690
582,818
4,920,343
689,123
615,957
289,416
571,878
220,361
149,534
1,011,854
354,131
234,007
460,895
33,364
3,589,341
594,528
61,794
742,302
301,206
3,420,326
569,976
925,620
267,798
5,105,505
92,174
29,592
2,484,495
402,010
61,793
517,211
311,119
264,938
543,119
275,470
197,523
15,049
771,549
266,374
37,031
277,685
35,467
955,495
401,707
179,065
356,619
124,542
802,302
235,970
79,050
383,546
28,739
855,688
262,316
53,473
241,250
53,569
939,346
317,226
(692)
246,909
44,342
9,649,705
4,860,155
192,066
6,069,486
6,328,115
6,541,696
12,043,439
989,882
6,368,290
6,069,930
4,074
5,579,389
16,611
5,606,507
345,093
6,004,506
6,110,236
10,915,162
33,373,679
30,904,859
56,547,463
52,029,880
41,811,662
37,490,890
32,164,314
27,661,690
23,710,475
18,587,124
14,852,710
42,249,616
BALANCE SHEET CHANGES:
RECEIVABLES
PAYABLES
TOTAL B/S CHANGES
EXPENDITURES
SALARIES
EMPLOYEE BENEFITS
SEDOL LEVY
PURCHASED SERVICES
SUPPLIES
CAPITAL OUTLAY
OTHER OBJECTS
NON-CAPITALIZED EQUIP
TRANSFERS BETWEEN FUNDS
PRINCIPAL AND INTEREST
TOTAL EXPENDITURES
CASH BALANCE-ENDING
(517)
(103,566)
(104,084)
2,472,293
756,723
Note: June '11 Capital Outlay negative balance of (1,607,516) is reclassified expenditures to purchased services
876,830
265,667
33,807
308,683
89,732
306,009
2,871,755
720,117
(1,607,516)
261,188
840,652
2,219,500
ACTUAL
FY 11
74,368,983
7,833,793
2,502,052
4,015,433
2,525,509
91,245,770
41,536,561
7,190,335
123,587
11,885,909
3,993,047
4,950,546
3,589,952
1,720,052
2,525,509
8,089,422
85,604,920
Agenda
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT:
Board of Education
Mike Egan
April 12, 2012
Agenda Item – Declare Last Day of School
Agenda Item:
Declare Last Day of School
Due to inclement weather and district power outages on Friday, February 24, 2012,
the Superintendent declared the need to use one of the scheduled Emergency Days.
Therefore, the last day of school will be Monday, June 4, 2012.
Formal action will be taken at the April 26 Board meeting.
Dr. Michael J. Egan, Superintendent of Schools
District 95 Administration Center - 400 South Old Rand Road - Lake Zurich IL 60047-2459
Phone: (847) 438-2831 Website: lz95.org Fax: (847) 438-6702
Agenda
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT:
Board of Education
Mike Egan
April 12, 2012
Agenda Item – Field Trip Approval
Agenda Item:
Field Trip Approval
Lake Zurich High School Marching Band, Madrid, Spain
Board Policy 6:240 requires Board approval of any field trip that will take students more than 200
miles from Lake Zurich or will last overnight. The following field trip falls into the guidelines
requiring Board approval.
The Lake Zurich High School Marching Band will travel to Madrid, Spain on December 30, 2013 to
January 6, 2014 to participate in the “Madrid Cabalgata de Reyes” parade. Approval is being sought
far in advance in order to begin fundraising efforts. The cost per student is estimated at $3,000.
Please see the attached summary and itinerary for details.
The Administration recommends that the Lake Zurich High School Marching Band trip to Madrid,
Spain be approved at the April 26th Board meeting.
Dr. Michael J. Egan, Superintendent of Schools
District 95 Administration Center - 400 South Old Rand Road - Lake Zurich IL 60047-2459
Phone: (847) 438-2831 Website: lz95.org Fax: (847) 438-6702
EDUCATIONAL TRIP
REQUEST FOR APPROVAL
STUDENT GROUP OVERNIGHT TRIP
Name of the Group______Lake Zurich HS Marching Band______________
School____LZHS_______Sponsors____Joshua Thompson/Sheri Conover__
Destination_____Madrid, Spain___________________
Dates___12/30/2013-1/6/2014___Number of School Days__1 (1/6/2014)________
Travel Agent________Bob Rogers Travel_____________________
Mode of Transport_______________Airplane________________________
Housing______________Hotels___________________________________
Number of Students Involved__________125-150___________________
Number of Students in the Organization______200____________________
List of Chaperones – One Chaperone is required for every 10 students:
_______TBD_________________
_____________________________
____________________________
_____________________________
____________________________
______________________________
____________________________
______________________________
____________________________
______________________________
_____________________________
______________________________
Gross cost per student: $3000______________________________
Cost per student after fund raising__Student Account Fundraising________
Planned Fund Raising Activities____Entertainment Books, Poinsettias, Flowers
and Mulch, Cheesecakes, Band-o-Rama _____________________
__________________________________________________________________
__________________________________________________________________
___________________________________________________
RATIONALE
This will be the Lake Zurich High School Band’s fourth overseas trip. While traveling
abroad does have its challenges, the value of visiting and performing for different cultures has
been repeatedly observed.
First of all, the students eyes are opened to how large this world really is and what it
means to function in a global civilization. We find that our music transcends ethnic and cultural
differences and that the world if filled with people just like ourselves but different. Students will
have interactions with a new culture in a way that is impossible in the States and many consider
the world when thinking of their future, when they never had before.
A second reason we travel is related to every trip, it is one of the rewards for their hard
work and effort that they put in day in and day out. This event is by invitation only and without
the high level of effort that they put forth each day, we would not be able to receive this
invitation.
The attached document describes the Cabalgata de Reyes in detail. I believe that this
document explains why we desire to choose this trip and location.
Regarding the proposal, you will note that the event in Madrid is on the 5th of January
every year with return flight on January 6th. There are years where participating in this event
would require missing multiple days of school and thus prohibit us from traveling to Madrid.
However, the calendar in 2013/2014 has the 5th of January on Sunday and thus would only
require us to miss one day of school (Monday, January 6th) as we travel back from Madrid.
Given the value of this trip and it’s scale, we are asking you to allow us to miss that day of
school and return on Tuesday, January 7th. We would like to get this approved now so that we
can announce the trip in May of 2012, giving parents and students ample time to save money
towards this expensive endeavor.
Thank you for considering our request. Please let us know if you need any additional
information.
Sincerely,
Josh Thompson Sheri Conover
LZHS Band Directors
Mission Statement
Such is the reputation of Youth Music of The World with City Governments in major
European capitals that it has been granted the unique privilege of the right to bestow
invitation upon North American Marching Bands to participate in the magnificent 'Madrid
Cabalgata de Reyes' on the 5th of January each year. No other organisation in the
world has this right.
Madrid is a simply fabulous City - and the third largest City in Europe after London and
Berlin. It is replete with splendid Museums and Palaces, and stunning architecture
ranging from the medieval to the ultra modern. The City is culturally vibrant and
historically rich. The people of Madrid display a charm and courtesy to visitors that is
exemplary.
In Spanish culture Christmas is celebrated on the Eve of Christmas Day with Christmas
Day itself being a quiet family day. The major celebration in the Spanish calendar to
mark the birth of Christ is epiphany on the 5th of January - the day that the Three Kings
arrived in Bethlehem with gifts for the baby Jesus. Spanish children are supposed to
wait until that day for all of their Christmas gifts, and many still do. To celebrate
epiphany, or the Night of Kings, every City in Spain celebrates with a glittering Parade
on the 5th of January. The greatest of all of these Parades called the Cabalgata de
Reyes, or the Cavalcade of the Kings, is fittingly held in the Spanish capital City of
Madrid.
The Cabalgata de Reyes in Madrid can lay claim to nearly 800 years of history. The
Parade is magnificent. It is a night time event of dazzling colour, excitement, and
majesty. The most magnificent float in the Parade is the last one which bears upon it the
Three Kings symbolically bringing their gifts. The Parade is televised throughout the
Spanish speaking world with an estimated audience of tens of millions. The streets of
Madrid bulge with nearly two million spectators for the event.
Youth Music of The World have developed a superb Performance Tour to go hand in
hand with the performance at the Cabalgata. Historical and cultural sites in Madrid are
comprehensively visited as are the old Spanish capital of Toledo, the Monastery at El
Escorial, and the Civil War Monument of the Valley of Fallen.
Should you be honoured by Youth Music with an invitation to participate in the Madrid
Cabalgata de Reyes you should do everything within your power to accept.
About Us
Mr. Bob Bone
Mrs. Geraldine
Bone
Mrs. Theresa
Davis
Mr. Malcolm
Chalk
Mr. Nick Kidd
Mr. Vicente
Piqueras
Youth Music of The World have been honoured by the Mayor of Madrid and the City's Director of Culture
with the exclusive rights to invite North American Marching Bands to participate in Madrid's annual
Cabalgata de Reyes. Youth Music of the World is the world's premier event and performance tour organiser
for groups of young American Musicians.
Youth Music employs a team of dedicated professionals who represent the organisation throughout the
world. Our Senior Representatives for the Americas are Mr. F. Powell Johann, Mr. William Northen, and Mr.
Jonathan Whaley. They are ably supported by a team of consultants and advisors including Mr. D. Stanley
Barnes, Mr. W.L. Whaley, Mr Gary Locke, Mr Guy Wood, Mr Kenneth Beard, Mr Jerry Hoover, Dr. Tim
Lautzenheiser, Dr. Paula Crider, Dr Thomas Fraschillo, and Dr. Tom Duffy.
In Madrid Youth Music of the World is represented by the experienced Vicente Piqueras who has been
thoroughly trained by Youth Music to fully understand the travelling needs of large groups of young
American Musicians. Vicente is backed up in his Madrid office by a full team of dedicated professionals.
World Headquarters for Youth Music is in London where the organisation is overseen by Executive Director
Bob Bone and Director Geri Bone. Theresa Davis has the role of Director of Administration whilst the key
Operations Department is headed up by Malcolm Chalk. Our highly acclaimed Production Director Nick Kidd
does not have direct responsibility for the Production of the Madrid Cabalgata but is able to offer helpful
advice both to the Madrid City organisers and to the Youth Music invited performers alike.
Youth Music of The World is not a travel company, and no travel company can offer you participation in the
Cabalgata de Reyes in Madrid. Participation in the event by North American Marching Bands is strictly at
the invitation of the City of Madrid via Youth Music. You may apply to Youth Music to be considered for an
invitation. Initial application should be via email to: info@youthmusic.org
The Performance Travel programme presented by Youth Music has been very carefully prepared and
refined by a supremely experienced staff. The aim is to provide participants with a unique, culturally
enriching, educational, and ultimately hugely enjoyable Performance Travel experience. Everything that the
Youth Music Organisation does is designed to make the Performance Travel Programme easily accessible
to group leaders, by removing much of the administrative and organisational burden, thus allowing group
leaders the opportunity to devote their efforts to the internal management and performance of their group.
Mr. F Powell
Johann
Mr. W. L
Whaley
Mr. William
Northern
Mr. Guy
Wood
Mr. Jonathan
Whaley
Dr. Thomas
Fraschillo
Mr. Dan
Kirkby
Dr. Paula Crider
Mr. D Stanley
Barnes
Mr. Tim
Lautzenheiser
Mr. Gary
Locke
Dr. Tom
Duffy
The Event
The Night of Kings Parade in Madrid is a
fabulous and strictly invitational event. There
are just two invitations annually offered to
American bands for this event, and both of them
are exclusively granted to the nominees of
Youth Music of The World by the Mayor of
Madrid, and the director of Culture for the City of
Madrid. The event is organised with supreme
efficiency by the Cultural Department of the City
of Madrid.
The highest standards of
organisation, safety, and security are applied to
the event. Youth Music of The World works very
closely with Madrid’s Cultural Department to
ensure the proper presentation of the two invited
American groups. Repertoire, uniform colours,
and props are all carefully monitored, and invited
groups will work closely with Youth Music to
ensure that the requirements of the organisers
are fully met by participating groups. The event
is nationally televised throughout Spain, and
widely televised throughout the Spanish
speaking world. The average attendance at the
Parade is in excess of a million people and can
approach 2 million. It is estimated that the 264
television cameras send images to an audience
of several hundred million worldwide.
The Parade is an evening event. Assembly
commences throughout the afternoon of January
5th around the Nuevos Ministerios in the
northern part of the city centre. The event
commences at 6.00pm. The processional route
is some 3 kilometres in length proceeding along
the Paseo de La Castellana and the Paseo de
Recoletos from Nuevos Ministerios to the new
City Hall at Plaza de la Cibeles. When group
reach the Plaza de la Cibeles they have the
opportunity to perform in from of the VIP and
public grandstands. The route is guanteed to be
packed with spectators, perhaps as many as two
million, who will thrill to the performances of the
bands and the fantastic and exotic floats. The
parade will end with the arrival of the Three
Kings on the last float to reach Plaza de la
Cibeles. This will be at approximately 9.00pm
after which the spectators will continue partying
and present giving for the rest of the night. The
following day in a public holiday!
One of the main rules of the
Cultural Department at Madrid's
City Hall is that no performers in
the Cabalgata may appear in
Madrid prior to the Cabalgata. Thus
if the invited American groups wish
a second performance opportunity
as a uniformed marching band then
this would have to be arranged
outside of Madrid in either Toledo
or Segovia. In these two great cities
we have the ability to offer
performance opportunities in the
days leading up to The Night of
Kings Parade.
There is no regulation on non
uniformed performances by concert
groups drawn from within Marching
Bands performing in concert
venues prior to the Cabalgata.
Youth Music has available a
number of high quality concert
venues in greater Madrid where,
should it be requested, concerts
can be produced and promoted for
qualifying groups.
All groups participating in Youth
Music's programme to the Madrid
Cabalgata de Reyes motor coach
transportation to and from the event
venue.
Youth Music's programme in
Madrid carries the equivalent of 5
Million Dollars third party liability
insurance.
Our Service
Our service is very special. The Performance Tour offered and provided by Youth Music
of the World is carefully monitored and stringently checked by the City of Madrid's
cultural Director. Youth Music has been granted its exclusive invitational rights only
because it fulfils their stringent requirements. The Cabalgata de Reyes is an official
event of The City of Madrid and is the flagship event in the City's annual calendar. As
such the programme offered and provided to participating groups must be of the highest
quality and must present Madrid in the best and most accurate fashion possible.
Our staff and all of our service providers are the very best in their field. Attention to detail
is our mantra. Our Senior Representatives overseas and in London together with our
head office staff provide a service that is second to none, but it does not end there. In
the summer before each event we provide comprehensive site inspection tours for all
group leaders where every facet of the performance tour programme is discussed and
demonstrated. We produce a personal comprehensive group organiser's manual for
each group. The manual which is a step by step guide to participation in both the event
and performance tour is made available online with a personal access code for each
group leader. We have pioneered the concept of each of our performing groups having a
dedicated member of our team stay with them and ‘live’ each programme with their
group as a permanent, ever present, resource. We do not believe that our quality of care
is matched by any other organisation.
Our Airlines
Youth Music uses only the world’s best airlines, each a major scheduled carrier, and
each operating to the highest safety criteria in the aviation industry.
For travelling American groups we use a mixture of British and European airlines. Where
possible we use the national airline of Spain, Iberia which from October 2009 plans to
work in full partnership with American Airlines and British Airways. However, even this
significant alliance does not have all that great or extensive direct non-stop flight service
from the USA to Madrid. Thus we sometimes use other north American carriers such as
United, Continental, US Airways or Delta all of whom have direct non-stops from certain
North American gateways. Often, especially for the largest groups, we need to make use
of European airlines or American/European airline alliances who serve Madrid with
intermediary stops in a European hub. This arrangement allows us to make use of the
extensive flight network of such carriers as Air France/KLM, and Lufthansa/Swiss or
Delta/Air France and United/Lufthansa/Swiss.
All passengers will travel in Coach Class. On International trans-Atlantic flights this
always includes at least one main meal, and one snack meal in each direction,
complimentary soft drinks, and a full range of in-flight entertainment including movies,
TV programmes, and audio channels. On some airlines it is necessary to pay a small
amount for a headset.
The main criteria in our selection of airlines is safety, security, on time performance,
back up provision in case of problems, and a proven ability to fulfil the travelling needs of
musical performance groups.
We specifically negotiate with all of the airlines we use to allow, within carefully defined
limits, the carriage of sufficient baggage, equipment and instrumentation to satisfy a
touring musical group.
Our airlines contracts are carefully managed and overseen by our wholly owned, fully
licensed and bonded subsidiary, Performance Travel Limited, which is based in
Richmond, Virginia.
Our Hotels
The selection of accommodations is crucially important to the success of a Performance
Tour programme. Madrid is replete with superb accommodations that lend themselves
perfectly to the needs of our travelling groups. Our hotels are very carefully selected to
ensure that they meet our own stringent quality standards and that they have the
required facilities for travelling groups of young musicians. We carefully check our
selected hotels on a regular basis to ensure that standards are being maintained in
every area of the hotel from bedroom stock to food and beverage, from banqueting and
meeting rooms to front desk services. The hotels that we will use over the New Year
period 2009/10 for the American bands invited to perform in The Cabalgata de Reyes
are as follows:-
Melia Hotel Los Galgos:
www.meliagalgos.com
Agumar Hotel:
www.AgumarHotel.com
Mayorazgo Hotel:
www.hotelmayorazgo.com
Gaudi Catalonia Hotel:
www.hoteles-catalonia.com
Each of these hotels may be considered superior first class and are considerably above
the normal level of accommodation used by students. Students are accommodated in
either two or sometimes three bedded rooms, whilst staff members, chaperones and
accompanying parents and supporters are accommodated in twin or double bedded
rooms. All bedrooms in these Superior First Class Hotels have the sort of facilities that
you would expect including en-suite bathrooms, television, radio, direct dial telephone,
hairdryer, and much, much more. The standard of decor is high. The standard of hotel
services including restaurants, bars and banqueting is equally high. We ensure that
every hotel that we use has sufficient banqueting space for the group meals that are
included in the programme, for rehearsal space should rehearsal be required, for full
group meetings, for orientation and other purposes. We also ensure that each hotel
provides lockable facilities for the storage of instruments and equipment, and each hotel
has a specially designated full time hotel staff member to specifically satisfy the needs of
Youth Music clients.
Our Meals
The food available in Madrid,
and Spain in general, is very
wide in range, and caters for
all tastes.
Some of the
specifically Spanish cuisine is
particularly excellent, and for
that reason we aim to give a
sample of typical Spanish
cooking to everybody who
attends the ‘Night of Kings
Parade’ Performance Tour.
As
is
commonplace
throughout Europe the meal
that starts the day is a
Continental buffet breakfast,
and this is provided every day
in the hotel for our groups. A
typical breakfast buffet will
offer a self service range of
fruit juices, and hot drinks
including tea, coffee, and hot
chocolate. Cold milk will be
available. There will be a
number of cereals on offer
and a range of fresh fruit.
There will be a considerable
number of pastries and bread
items, as well as a selection
of cheeses, hams, and
continental cold sausage. On
occasions there may be one
or two hot items which will
generally include scrambled
eggs
and
bacon.
The
breakfast we provide really is
a substantial meal.
MENU
PATATAS BRAVAS
TORTILLA ESPANOLA
CHORIZO PICCANTE
In our Madrid programme we provide
dinner every day either in the hotel, in a
conveniently located restaurant near the
hotel, or on a sightseeing route. A typical
Spanish way of eating is to have a
selection of small dishes as appetisers (or
Tapas) which are shared by everybody at
the table. There is then served a main
course which will consist of meat or fish
served with salad or vegetables, and
potatoes or rice. There will then be a
desert. Spanish deserts tend to be quite
simple, and based around cake, cream,
custard cream, and ice cream. Every one
of the dinners that we provide will have
three courses, and will also include
complimentary soft drinks.
GAMBAS AL AJILLO
ALBONDIGAS
BROCHETTA DI POLLPBROCHETA DE CORDERO
ENSALADA, ACEITUNAS Y PAN
Sometimes we will give a range of Tapas
as appetisers, and on other occasions
there will be a ‘set’ appetiser for each
person. On one occasion the group will be
taken to the excellent Las Carboneras
Flamenco restaurant where they will see a
flamenco show as they are provided with a
full meal of Tapas. When a full meal of
Tapas is provided a very large number of
small dishes are provided right through the
meal service. This will give the opportunity
for group members to taste a huge range
of different types of typically Spanish food,
that otherwise they might never be
presented with or enjoy.
We will be pleased to discuss precise
menus and styles of service with each
group leader to ensure that the most
suitable meals are offered to their group.
Our Itinerary
Working with our local manager and a team of experienced consultants we have
developed a week long programme that gives a near perfect balance of performance
and rehearsal time, educational sightseeing – bus tour - time, unstructured time in which
to plan educational and cultural visits of specific personal interest and some pure fun
time. All of our itineraries are individually constructed by our local manager Vicente
Piqueras and our London based Operations Director after consultation with each group
leader, to ensure that every group has exactly the itinerary that fulfils all of their specifics
needs and aspirations. If you would like to see as a sample itinerary from a performance
tour programme created for one of our previous groups please ask one of our senior
representatives and they will happily send one to you. Our Group Organisers' Manual
contains a considerable volume of information to assist you in the planning of your
unstructured time when you meet with our staff to discuss your own final itinerary.
On the following pages we describe each of the structured components in our
programme, but first a word about our motor coaches and guides.
Whenever motor coach transportation is
included in our programme it is provided on
luxury, modern, motor coaches, fully certified to
the highest levels of industry safety and security
and with experienced, safe and qualified drivers.
Our motor coach providers have to submit proof
of insurance cover to the equivalent of ten
million dollars. Modern Spanish motor coaches
have large panoramic windows, state of the art
sound systems, passenger seat belts and have
effective Air Conditioning systems. All motor
coaches provide a smoke free environment and
our drivers are not permitted to smoke whilst on
duty.
Our guides are all fully qualified and licensed, and speak excellent English. We choose
guides who are able to provide stimulating and interesting commentary and who can
relate well to young Americans
Half Day Madrid Orientation/Half Day Madrid, Palacio Real and El Prado
A four hour orientation tour of Madrid by private motor coach and accompanied by a
fully qualified English speaking guide. The tour serves to give an overview of Madrid, the
opportunity to see all of the great buildings, parks and avenues and to learn as much of
Madrid's history and current political and cultural importance as possible.
You will drive along the great avenues of Alcala, Castellana, and Gran Via, pass through
or see the great plazas of Espana, Colon, and the world famous Madrid Plaza Mayor.
You will see where the Cabalgata de Reyes concludes with keynote performances in the
Plaza de la Cibeles outside of Madrid's city hall. You will see the 'centre' of Madrid, the
celebrated Puerto del Sol and many of the great buildings, monuments and museums
inclusing the Palacia Real, The Prado Museum, the Thyssen Museum and the Centro
del Arte Reina Sofia. There will also be a few moment to enjoy one of the world's
greatest City Centre parks, The Retiro.
A Half Day tour of The Palacio Real and The Prado
A half day tour accompanied by a specialist English
speaking guide and with all necessary transportation
provided by luxury coach. The first visit of the tour is to
the Palacio Real or Royal Palace of the Kings and
Queens of Spain. The palace, largely built of granite
and white Colmenar stone, was completed in 1764 and
boast some 3,000 rooms, some of which are still used
for State Banquets and other great occasions today.
The great halls of the palace are stunning and replete
with great works of art by Tiepolo, Velasquez and
Gasparini amongst others. You will be amazed by the
incredibly ornate apartments of the p\aaces first
resident Charles III, in particular the King's dressing
room and the Porcelain Room. The giant State Dining
Room created by Alfonso XIII is still used today. There
are also great collections of gold and silver plate,
tapestries and table porcelain. The Royal Armoury and
the Royal Pharmacy are also well worth taking a look at.
The second visit of the tour is to the world famous
Prado Museum, one of the premium attractions in
Madrid. It occupies a giant neo-classical edifice begun
by Juan de Villanueva for King Charles III in 1785. You
can view a number of paintings of El Greco, Velazquez,
Goya, Peter Paul Rubens, Hieronymus Bosch and
numerous other famous artists. The Prado Museum
maintains the art collection of Fernando VII and other
Royals. Many think El Prado is the greatest art museum
in the world but there are also two other magnificent
collections in Madrid's 'golden triangle' of museums and
galleries - the Thyssen Museum and the Centro del Arte
Reina Sofia, both worthy of exploration in unstructured
time.
Full day tour to Toledo
A full day tour to Toledo by luxury charted motor
coach and accompanied by an English speaking
guide. Toledo is only one hour's drive from
Madrid and so you will be able to fully and
thoroughly enjoy the great ancient city during
your 8 hour day.
Toledo was the capital of Spain and home of the
Spanish Court until 1563. It is now the capital of
the province of Castilla la Mancha. The city is
famous for its rich history and for the
coexistence of the Christian, Islamic and Jewish
cultures. In the Middle Ages, Toledo was the
European capital for the study of languages and
natural sciences.
Today it is especially famous for one of its
constructions: 'El Alcazar'. The Gothic Cathedral
dates from the 13th to 16th centuries and has
five naves and several chapels. The most
famous is the Main Chapel with its fabulous
Altarpiece.The city of Toledo is also well known
for the Damascene swords, knives and armour.
You can also find many different iron sculptures,
with "Don Quixote de la Mancha" being
especially popular.
The city of Toledo has many religious temples
including Jewish Synagogues, Islamic Mosques
and Catholic Churches. Many date back to the
10th century, including the main city Mosque, La
Mezquita del Cristo de la Luz, and the Catholic
Churches Santa Justa, Santa Eulalia and San
Sebastian. We will include entrance to the
Cathedral, to the Synagogue and to the
Damasquinado Factory.
Full day tour to El Escorial and The Valley of The Fallen
A full day tour by private charted motor coach
accompanied by a fully qualified guide to El
Escorial and The Valley of the Fallen (El Valle
de Los Caidos)
You will first visit El Escorial where, upon arrival
where will be a walking tour of the town. The
town of El Escorial is located" about 20 miles
North East of Madrid, it was constructed by
Felipe II after winning the Battle of St. Quentin in
1557, as a way of thanking God for his victory.
The town revolves around San Lorenzo de El
Escorial, a magnificent Palace and Monastery
complex and the mausoleum of the Spanish
Monarchs. You will enjoy an extensive visit to
the Palace and Monastery with an English
spoken commentary.
In the afternoon continue on to the Valley of the
Fallen. The monument is an underground
church and tomb topped with a 500 foot stone
cross, which can be seen from a distance of 30
miles. Although supposedly honouring all the
dead in the Spanish Civil war, only two names
are commemorated, those of General Francisco
Franco and of José Antonio Primo de Rivera,
founder of the Falange (and safely dead before
the mausoleum was started). We are often
reminded that prisoners on the Republican side,
many of whom lost their lives in the process,
were forced to quarry this huge cavern out of the
rock. Sculptures were designed by Juan de
Avalos.
In addition our itinerary includes:
An evening of modern Flamenco and a Tapas
meal at one of Madrid's cutting edge and most
celebrated
Flamenco
venues
Las
Carboneras.
One of the evening meals will be provided at
the world famous Bernabeu stadium
restaurant. The Bernabeu stadium is home to
the Real Madrid Soccer team, the former club
of David Beckham, and the most celebrated
soccer club in the world.
A student orientated New Year's Eve party at
the hotel with discotheque and cash soft drink
and snack bar at the hotel.
Options at supplementary cost:
For a supplementary cost it is possible to arrange a full day excursion to Segovia with an
additional performance opportunity if required.
We are able to offer additional nights in Madrid prior to or subsequent to the dates of
travel for groups who wish to extend their performance tour.
On occasions it is possible to offer specially selected groups the opportunity to perform
in the London New Year's Day Parade on January 1st and to travel to Madrid to take
part in The Cabalgata de Reyes on January 5th. If you have an exceptional group that
might like to be considered for such a combined programme please contact your local
representative
office
or
email
info@youthmusic.org
with
you
enquiry.
Dates of Travel
2010/2011 travel dates for US groups are as follows:
Depart US
Friday
30th December
Arrive Madrid
Saturday
31st December
Depart Madrid
Friday
6th January
Arrive US
Friday
6th January
The programme for participants and supporters has a duration of 8 days and 7 nights,
six nights in the Rome hotel and one on the aircraft from the USA to Rome
Important Notes
This information pack tells you about Madrid's Cabalgata de Reyes 2011, an event to
which we have the exclusive right to invite American Bands. To be in receipt of the pack
does not constitute an invitation to perform in the event.
If you are selected for possible invitation by the patrons and organisers you will be
contacted by one of our team of senior representatives and consultants who will be able
to answer any questions you may have about the event and the performance tour. The
first official correspondence you will receive will be from our London Headquarters in the
form of a letter telling you that you have been recommended for participation and asking
if you would be able to accept an invitation to participate should one be offered.
If you want to move forward from this stage you will then work with our Senior
Representatives and Consultants to decide on the criteria of a performance tour offer
that will be made to you. Decisions will need to be made on the following:
Number of places available
Dates of travel and departure airport
Exact performance programme features
Costs and payment schedules
Once you have agreed the above information you will be asked to complete a
confirmation of approvals form. This form confirms that there is no known impediment to
your acceptance of an invitation - i.e. that permissions from Principals, Superintendents,
School Boards, Band Boosters, and Parents have been granted. You will then need to
return the completed form, along with details of the agreed performance travel
programme offer, to your Youth Music representative or consultant. Once we receive the
above items from your representative or consultant, we will create and send to you a
formal contract based upon the agreed parameters. At this stage you will be deemed to
have been officially invited. You will be expected to sign and remit the contract by return.
Sample Itinerary
Day 1 – 30th December
Depart USA on flights to Europe. Dinner and
breakfast will be served on your trans-Atlantic
flight.
Day 2 – 31st December
Welcome to Madrid.
Once you have cleared customs and baggage
claim you will be met by a representative of
Youth Music of the World who will assist with
the transfer to your hotel.
Load your band equipment and board your
luxury coach for the transfer to the hotel.
12.00pm An orientation meeting will be held in
a meeting room in your hotel.
Appalachian State
University
1.00pm You will be taken on a walk around the
vicinity of your hotel to see the nearly stores,
ATM’s etc.
VINCCI SoMa Hotel
9.00pm A New Year’s Eve dinner will be served
in Ernie Station Restaurant near to the hotel,
complete with music and karaoke.
Goya, 79
28001 Madrid
Tel. +34 91 435 75 45
00.30am Celebrations end.
Fax: +34 91 431 09 43
Day 3 – 1st January
www.vinccihoteles.com
A full continental buffet breakfast will be served
each morning in a private room in your hotel.
The substantial menu will include all of the
continental breakfast items such as cereals, fruit
juice, yogurt, cheese and hams, with a selection
of breads and sweet pastries, tea, coffee and
hot chocolate.
.
From 8.00am Breakfast is served in the hotel.
Day 4 – 2nd January
9.00am Depart your hotel by luxury coach for
a half day of SIGHTSEEING in Madrid.
From 9.00am Breakfast is served in the hotel.
The tour serves to give an overview of Madrid,
the opportunity to see all of the great buildings,
parks and avenues and to learn as much of
Madrid’s history and current political and
cultural importance as possible. You will drive
along the great avenues of Alcala, Castellana,
and Gran Via, pass through or see the great
plazas of Espana, Colon, and the world famous
Madrid Plaza Mayor. You will see where the
Cabalgata de Reyes concludes with keynote
performances in the Plaza de la Cibeles outside
of Madrid’s City Hall, as well as the ‘centre’ of
Madrid and the celebrated Puerta del Sol.
1.00pm Independent lunch in central Madrid.
2.00pm Spend the afternoon visiting the
PALACIO REAL and the PRADO MUSEUM
The Palacio Real or Royal Palace of the Kings
and Queens of Spain. The Palace, largely built
of granite and white Colmenar stone was
completed in 1764 and boast some 3,000
rooms, some of which are still used for State
Banquets and other great occasions today.
The great halls of the palace are stunning and
replete with great works of art, You will be
amazed by the ornate apartments of Charles III,
in particular the King’s dressing room and the
Porcelain Room. The giant State Dining Room
created by Alfonso XIII is still used today. There
are also great collections of gold and silver
plate, tapestries and table porcelain.
The second visit of the day is to the world
famous Prado Museum, one of the premium
attractions in Madrid. It occupies a giant neoclassical edifice begun by Juan de Villanueva for
King Charles III in 1785. You can view a number
of paintings of El Greco, Velazquez, Goya, Peter
Paul Rubens, Hieronymus Bosch and numerous
other famous artists. The Prado Museum
maintains the art collection of Fernando VII and
other Royals.
5.30pm Return by coach to the hotel.
8.00pm Dinner will be served in a private
banqueting room in your hotel.
Load all instruments onto the coach in
preparation for your afternoon performance in
Toledo.
10.00am Depart your hotel by luxury coach for
a day tour to TOLEDO. Toledo was the capital
of Spain and home of the Spanish Court until
1563. It is now the capital of the province of
Castilla la Mancha. The city is famous for its rich
history and for the coexistence of the Christian,
Islamic and Jewish cultures. In the Middle Ages,
Toledo was the European capital for the study
of languages and natural sciences. Today it is
especially famous for one of its constructions:
‘El Alcazar’. The Gothic Cathedral dating from
the 13th to 16th. The city of Toledo is also well
known for the Damascene swords, knives and
armour.
You can also find many different iron
sculptures, with “Don Quixote de la Mancha”
being especially popular. The city of Toledo
has many religious temples including Jewish
Synagogues, Islamic Mosques and Catholic
Churches. Many date back to the 10th century,
including the main city Mosque, La Mezquita
del Cristo de la Luz, and the Catholic Churches
Santa Justa, Santa Eulalia and San Sebastian. We
will include entrance to the Cathedral, to the
Synagogue and to the Damasquinado Factory.
1.30pm A short performance has been
arranged for you today in Toledo. Performance
begins in Placa Zocodover before marching
along the nearly streets.
3.00pm Time for independent personal
sightseeing and shopping.
5.30pm Return by coach to the hotel
8.00pm Depart for the Bernabeu Stadium
where dinner will be served in the Cafe Real.
The Bernabeu stadium is home to the Real
Madrid Soccer team, the former club of David
Beckham, and the most celebrated soccer club
in the world.
10.00pm Return by coach to the hotel.
Day 5 – 3rd January
From 9.00am Breakfast is served in the hotel.
Today is free for independent sightseeing and
shopping.
Lunch at leisure.
9.00pm Traditional tapas dinner and Flamenco
dancing at Las Carboneras Restaurant.
Arrive at the excellent Las Carboneras restaurant
where you will see a flamenco show and enjoy
a Tapas dinner. Throughout the evening you
will be provided with a very large number of
small dishes, giving you the opportunity to
taste a huge range of different types of typically
Spanish food, that otherwise they might never
be presented with or enjoy.
Day 6 – 4th January
From 8.00am Breakfast is served in the hotel.
9.00am Depart by luxury coach to EL
ESCORIAL and the VALLEY OF THE FALLEN.
The town of El Escorial is located” about 20
miles North East of Madrid, it was constructed
by Felipe II after winning the Battle of St.
Quentin in 1557, as a way of thanking God
for his victory. The town revolves around San
Lorenzo de El Escorial, a magnificent Palace
and Monastery complex and the mausoleum
of the Spanish Monarchs. You will enjoy an
extensive visit to the Palace and Monastery with
an English spoken commentary.
Continue on to the Valley of the Fallen. The
monument is an underground church and
tomb topped with a 500 foot stone cross,
which can be seen from a distance of 30 miles.
Although supposedly honouring all the dead
in the Spanish Civil war, only two names are
commemorated, those of General Francisco
Franco and of José Antonio Primo de Rivera,
founder of the Falange (and safely dead before
the mausoleum was started).
1.30pm Travel on by coach to SEGOVIA. On
arrival stop for an independent lunch. The
Avenida de Fernandez is full of restaurants and
cafes and may be a good place to go for lunch.
Segovia is Spain and Castile at its best twisting alleyways, the highest concentration
of Romanesque churches in all of Europe,
pedestrian streets, the aroma of roast suckling
pig around every corner - all surrounded by the
city’s medieval wall which itself is bordered by
two rivers and an extensive green-belt park.
On the north-west extreme of the wall is the
famous Alcazar Castle, source of inspiration
to Walt Disney, and where Queen Isabel
promised Columbus the financial backing he
needed to discover America. On the southeast extreme is the world renowned Roman
Aqueduct, the largest and best preserved of its
kind anywhereThe tallest building in Segovia is
still the 16th-century Cathedral, a prominent
landmarkYou will be taken on a guided tour
of the 2000 year old aqueduct, and the 1525
Cathedral of Segovia.
5.30pm Return by coach to Madrid.
8.00pm Dinner will be served in a banqueting
room in your hotel.
Day 7 – 5th January
Day 8 – 6th January
From 9.00am Breakfast is served in the hotel.
From 7.00am Breakfast is served in the hotel.
This morning is free for independent sightseeing
and shopping. Lunch at leisure.
Depart the hotel by luxury coach for the airport.
4.00pm Please be ready in the lobby of your
hotel in uniform and instruments, ready to
depart.
4.30pm Depart your hotel by luxury coach for
the CABALGATA DE REYES assembly area at
Nuevos Ministerios. The processional route is
some 3 kilometres in length proceeding along
the Paseo de La Castellana and the Paseo de
Recoletos from Nuevos Ministerios to the new
City Hall at Plaza de la Cibeles. When you reach
the Plaza de la Cibeles you have the opportunity
to perform in from of the VIP and public
grandstands.
The route is guaranteed to be packed with
spectators, perhaps as many as two million,
who will thrill to your performances and the
fantastic and exotic floats. The parade will
end with the arrival of the Three Kings on the
last float to reach Plaza de la Cibeles. This will
be at approximately 9.00pm after which the
spectators will continue partying and present
giving for the rest of the night. The following
day in a public holiday!
6.00pm The Cabalgata de Reyes Parade begins.
8.00pm Return to the hotel after the
performance.
9.00pm Depart the hotel for a traditional
Spanish dinner of paella at El Arrozal Restaurant
Check in for your flight home
Lunch and snacks will be served on the flight
home.
Have A Safe Journey Home!
Agenda
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT:
Board of Education
Mike Egan
April 12, 2012
Policy – First Reading
Policy Review Committee sessions and the IASB have proposed the following revisions and
additions to current policies:
Policies for consideration by the Board at first reading
2:190
4:170
6:50
7:100
7:270
Emailing Lists for Receiving Board Material – Updated to reflect emailing as opposed to
postal service.
Safety – Policy, Legal References, and footnotes are updated in response to State legislation and
feedback.
School Wellness – Policy, Legal References, and footnotes are updated in response to federal
legislation.
Health, Eye, and Dental Examinations; Immunizations; and Exclusion of Students –
Policy, Legal References and footnotes are updated in response to State legislation.
Administering Medicines to Students – Policy, footnotes, and Cross References are updated
in response to State legislation.
Attached are revised copies of policy followed directly by the corresponding markup pages. Markup
pages show strikethrough which suggests deleting this language, and underlining which suggests adding
this language. If approved at first reading, the above noted changes and revisions to current policy will
come for second reading and possible adoption on April 26, 2012.
Dr. Michael J. Egan, Superintendent of Schools
District 95 Administration Center - 400 South Old Rand Road - Lake Zurich IL 60047-2459
Phone: (847) 438-2831 Website: lz95.org Fax: (847) 438-6702
October 2010 January 2012
4:170
Operational Services
Safety 1
Safety Program
All District operations, including the education program, shall be conducted in a manner that will
promote the safety of everyone on District property or at a District event. 2
The Superintendent or designee shall develop and implement a comprehensive safety and crisis plan
incorporating both avoidance and management guidelines. 3 The comprehensive safety and crisis plan
shall specifically include provisions for: injury prevention; bomb threats, weapons, and explosives on
campus; school safety drill program; 4 tornado protection; instruction in safe bus riding practices;5
emergency aid; post-crisis management; and, responding to medical emergencies at an indoor and
outdoor physical fitness facility. 6 During each academic year, each school building that houses
school children must conduct a minimum of: 7
1. Three school evacuation drills,
2. One bus evacuation drill, and
The footnotes are not intended to be part of the adopted policy; they should be removed before the policy is adopted.
1 State or federal law requires a policy on some aspects of this policy and controls this policy’s content. This policy
contains an item on which collective bargaining may be required. Any policy that impacts upon wages, hours, and terms and
conditions of employment, is subject to collective bargaining upon request by the employee representative, even if the
policy involves an inherent managerial right.
2 This simple end statement should be discussed (what effect or impact will this district statement have on the students
and the community?) and altered accordingly before board adoption.
3 See administrative procedure 4:170-AP1, Comprehensive Safety and Crisis Program.
4 See the School Safety Drill Act, 105 ILCS 128/.
5 Required by 105 ILCS 128/20(b) and 105 ILCS 5/10-20.14 for all students.
6 The Physical Fitness Facility Medical Emergency Preparedness Act, 210 ILCS 74/, broadened the definition of
physical fitness facility to include outdoor facilities. Entities operating a “physical fitness facility must adopt and implement
a written plan for responding to medical emergencies that occur at the facility during the time that the facility is open for use
by its members or by the public.” Administrative procedures, consistent with the Ill. Dept. of Public Health rules (77
Ill.Admin.Code Part 527), must support this policy in order to comply with the law.
A school with a physical fitness facility must ensure that there is a trained AED user on staff during staffed business
hours (210 ILCS 74/15 (b). “During staffed business hours” is not well defined and may change based upon the school’s
various circumstances. “Physical fitness facility” excludes any activity or program organized by a private or not-for-profit
organization and organized and supervised by a person or persons other than the employees of the school (210 ILCS
74/5.25). Schools with an outdoor physical fitness facility must have an AED on site and a trained AED user available only
during activities or events sponsored and conducted or supervised by a person or persons employed by the school (210 ILCS
74/15(b-15). There is no longer a requirement for a person supervising an activity at an outdoor physical fitness facility to
bring an AED along if there is no building within 300 feet of the outdoor physical fitness facility (Id. at (b-10), amended by
P.A. 96-1268). However, when there is a building within 300 feet of the outdoor facility where an event or activity is being
conducted, an AED must still be housed within that building and the building must provide unimpeded and open access to
the housed AED along with marked directions to it (Id.). Consult the board attorney about AED issues and how to manage
compliance with the Act and its implementing rules.
Insert the following language if a board wants to define “physical fitness facility” in the policy:
The term “physical fitness facility” excludes any activity or program organized by a private or not-for-profit
organization and organized and supervised by a person or persons other than the employees of the school.
7 Required by the School Safety Drill Act, 105 ILCS 128/. 105 ILCS 5/2-3.12 authorizes fire officials to conduct
routine fire safety checks, provided written notice is given to the principal requesting to schedule a mutually agreed upon
time. No more than 2 routine inspections may be made in a calendar year. For information about documenting minimum
compliance with the School Safety Drill Act, see www.isbe.net/safety/guide.htm.
4:170
Page 1 of 6
©2012 Policy Reference Education Subscription Service
Illinois Association of School Boards
Please review this material with your school board attorney before use.
3. One severe weather and shelter-in-place drill., and
4. One law enforcement drill. The Superintendent or appropriate designee must conduct a law
enforcement drill in one of the District’s school buildings during the academic year. Any
appropriate local law enforcement agency may conduct and participate in this law
enforcement drill. 8
The law enforcement drill must be conducted according to the District’s comprehensive safety and
crisis plan and it, with the participation of the appropriate law enforcement agency. This drill may be
conducted on days and times that students are not present in the building. 9
In the event of an emergency that threatens the safety of any person or property, students and staff are
encouraged to use any available cellular telephone. 10
The Superintendent or designee shall implement the Movable Soccer Goal Safety Act in accordance
with the guidance published by the Illinois Department of Public Health. Implementation of the Act
shall be directed toward improving the safety of moveable soccer goals by requiring that they be
properly anchored. 11
The footnotes are not intended to be part of the adopted policy; they should be removed before the policy is adopted.
8 A law enforcement drill is not mandatory for every school building that houses school children; 105 ILCS 128/20(c),
amended by P.A. 95-1015, does not contain the same language in 105 ILCS 128/20 (a), (b), and (d) that requires during each
academic year, school evacuation, bus evacuation, and severe weather and shelter-in-place drills shall be conducted at each
school building that houses school children. 105 ILCS 128/20(c) requires the appropriate local law enforcement agency to
contact the appropriate school administrator during each calendar year and the school district must have at least one law
enforcement drill in one of its buildings during each academic year.
9 Required by 105 ILCS 128/20(c);. Schools must conduct a law enforcement drill to address incidents, including
without limitation reverse evacuation, lock-downs, shooting, bomb threat, or hazardous materials. See footnote 3 supra.
10 Cell phone use is addressed in 105 ILCS 5/10-20.28 (allows boards to regulate student use of cell phones; also see
7:190, Student Discipline) and 625 ILCS 5/12-610.1(e) (prohibits wireless telephone use at any time while operating a motor
vehicle on a roadway in a school speed zone except for emergency purposes). 625 ILCS 5/12-813.1, amended by P.A. 961066, provides four exceptions that allow a driver to use a cell phone while operating a bus: (1) in an emergency situation to
communicate with an emergency response operator; a hospital; a physician’s office or health clinic; an ambulance service; a
fire department, fire district, or fire company; or a police department; (2) in the event of a “mechanical breakdown or other
mechanical problem;” (3) to communicate with school authorities about bus operation or the safety of a passenger on the
bus; and (4) when the bus is parked. However, under no circumstances may the cell phone be used for anything else
including personal use (625 ILCS 5/12-813.1, amended by P.A. 96-1066). See policy 4:110, Transportation, for a more
detailed discussion of two-way radios and cellular telephone use.
11 The Movable Soccer Goal Safety Act, a/k/a Zach’s Law, 430 ILCS 145/, added by P.A. 97-234. This paragraph is
required only if the school district owns and controls a movable soccer goal, and it should be included in this policy only by
those districts. The Act requires: (1) organizations that own and control a movable soccer goal to create a soccer goal safety
and education policy that outlines how the organization will specifically address the safety issues associated with movable
soccer goals, and (2) the Ill. Department of Public Health to provide technical assistance materials no later than June 30,
2012.
4:170
Page 2 of 6
©2012 Policy Reference Education Subscription Service
Illinois Association of School Boards
Please review this material with your school board attorney before use.
Convicted Child Sex Offender and Notification Laws 12
State law prohibits a child sex offender from being present on school property or loitering within 500
feet of school property when persons under the age of 18 are present, unless the offender meets either
of the following two exceptions:
1. The offender is a parent/guardian of a student attending the school and has notified the
Building Principal of his or her presence at the school for the purpose of: (i) attending a
conference with school personnel to discuss the progress of his or her child academically or
socially, (ii) participating in child review conferences in which evaluation and placement
decisions may be made with respect to his or her child regarding special education services,
or (iii) attending conferences to discuss other student issues concerning his or her child such
as retention and promotion; or
2. The offender received permission to be present from the School Board, Superintendent, or
Superintendent’s designee. If permission is granted, the Superintendent or Board President
shall provide the details of the offender’s upcoming visit to the Building Principal.
In all cases, the Superintendent, or designee who is a certified employee, shall supervise a child sex
offender whenever the offender is in a child’s vicinity. 13
If a student is a sex offender, the Superintendent or designee shall develop guidelines for managing
his or her presence in school. 14
The footnotes are not intended to be part of the adopted policy; they should be removed before the policy is adopted.
12 Four laws are relevant to this section:
1. Paragraphs 1-3 contain the requirements in the Criminal Code, 720 ILCS 5/11-9.3, regulating a child sex
offender’s presence on school property;
2. Paragraph 4 concerns the Sex Offender Community Notification Law, 730 ILCS 152/101 et seq., and Child
Murderer and Violent Offender Against Youth Community Notification Law, 730 ILCS 154/75-105,
amended by P.A. 97-154;
3. Paragraph 5 contains the requirements in the School Code concerning mandatory criminal history records
check on those contractors’ employees who have a “direct, daily contact with students,” (105 ILCS 5/1021.9(f). Sample policy 5:30, Hiring Process and Criteria, and administrative procedure 5:30-AP2,
Investigations, address the criminal offenses listed at 105 ILCS 5/21-23a. 21B-80, added by P.A. 97-607.
Being convicted of one will disqualify an individual from work at the school district employment (105 ILCS
5/10-21.9, amended by P.A. 97-607). If the board president or district (see f/n #17 infra) receives information
concerning the record of conviction as a sex offender of any contractor’s employee, the district must provide
the information to another school, school district, community college district, or private school that requests it
(105 ILCS 5/10-21.9(h), amended by P.A. 96-431 97-248).
An Illinois federal court denied a father’s request to enjoin a school’s policy that prohibited him, as a child sex
offender, from attending his children’s school activities in Doe v. Paris Union School Dist., No. 05-2249, 2006 WL 44304
(C.D.Ill., 2006).
13 720 ILCS 5/11-9.3. The statute assigns the child sex offender the “duty to remain under the direct supervision of a
school official.” In order to ensure this happens and to protect students, the sample policy requires the superintendent, or
designee who is a certified employee, to supervise a child sex offender whenever the offender is in a child’s vicinity. See
also policy 8:30, Visitors to and Conduct on School Property.
14 Aside from rumor and notoriety, there are 3 ways that school officials may learn that an enrolled student is a sex
offender or a violent offender against youth, that is:
1. By being informed by the student or the student’s parent/guardian.
2. Through the Illinois State Police Sex Offender Database, www.isp.state.il.us/sor. A juvenile sex offender is listed
there after the juvenile becomes 17 years old and will be listed for the remaining registration period (730 ILCS
150/2). The database is updated daily and allows searching by name, city, county, zip code, compliance status, or
any combination thereof.
3. By receiving notification from a law enforcement agency that a juvenile sex offender or juvenile violent offender
against youth is enrolled in a school. The law enforcement agency having jurisdiction to register the juvenile must
provide a copy of the offender registration form to the building principal and guidance counselor designated by the
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The Superintendent shall develop procedures for the distribution and use of information from law
enforcement officials under the Sex Offender Community Notification Law and the ChildMurderer
and Violent Offender Against Youth Community Notification Law. The Superintendent or designee
shall serve as the District contact person for purposes of these laws. 15 The Superintendent and
Building Principal shall manage a process for schools to notify the parents/guardians during school
registration that information about sex offenders is available to the public as provided in the Sex
Offender Community Notification Law. 16 This notification must occur during school registration and
at other times as the Superintendent or Building Principal determines advisable.
All contracts with the School District that may involve an employee or agent of the contractor having
any contact, direct or indirect, with a student, shall contain the following: 17
The contractor shall not send to any school building or school property any employee or
agent who would be prohibited from being employed by the District due to a conviction of a
crime listed in 105 ILCS 5/10-21.9, or who is listed in the Statewide Sex Offender Registry
or the Statewide Violent Offender Against Youth Database. The contractor shall obtain a
fingerprint-based criminal history records check before sending any employee or agent to any
school building or school property. Additionally, at least quarterly, the contractor shall check
principal; the school must keep the registration form separately from the student’s school records (730 ILCS
152/121).
If a sex offender is enrolled in a school, guidelines for managing the sex offender’s presence in school should be
prepared. The components will depend on the situation but generally should include asking the parent/guardian of a sex
offender below the age of 17 years for permission to share the information with certain staff for the protection of both the
student and other students. In addition, the guidelines should include a supervision plan providing supervision for the
student during all aspects of his or her school day. Finally, the guidelines must respect the privacy of juvenile records and
comply with the Ill. School Student Records Act, 105 ILCS 10/. The board attorney should be consulted.
15 Law enforcement officials must notify school districts of the names, addresses, and offenses of registered offenders
residing in their respective jurisdictions who have committed sex offenses and violent offenses against youth (see footnote
9). These laws are silent with regard to what, if anything, districts do with the information. The Sex Offender Community
Notification Law, however, provides immunity for “any person who provides, or fails to provide, information relevant to the
procedures set forth in this Law,” (730 ILCS 152/130).
Naming a contact person will facilitate communication and cooperation with local law enforcement agencies. Any
school official may be used as the contact person and boards may wish to have a contact person from each building. See
administrative procedure 4:170-AP2, Criminal Offender Notification Laws, for sample implementing procedures.
16 State law requires a principal or teacher to notify the parents/guardians during school registration or parent-teacher
conferences that information about sex offenders is available to the public as provided in the Sex Offender Community
Notification Law, 730 ILCS 152/101 et seq. In an effort to keep this policy aligned with good governance practices, the
responsibility is given to the superintendent and building principal to manage. While State law allows the notification to be
made during registration or parent-teacher conferences, the sample policy makes a notification mandatory just during
registration to be sure that all parents/guardians are informed.
17 105 ILCS 5/10-21.9, amended by P.A.s 97-248 and 97-607. Section 5/10-21.9(f) requires a criminal history
background investigation to be performed on those contractors’ employees who have a “direct, daily contact with students”.
State law places the same restrictions on contractors’ employees that it does on district employees. Board policy should
address these issues:
•
Who performs the background checks? It is virtually impossible to screen all contractors’ employees. Thus, a
contractor should warrant that none of its employees who may have contact with a student at school has
committed an offense that would prohibit district employment.
•
On whom are the checks performed? State law requires the check on those who have a “direct, daily contact with
students”. The sample policy is more comprehensive by requiring checks for any contractor’s employee who may
work in any school building or on school property - after all, the burden is on the contractor to do the checking.
•
How is compliance assured? This sample policy requires the inclusion of a clause in district contracts prohibiting
the use of any sex offender on school property.
See administrative procedure 5:30-AP2, Investigations.
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if an employee or agent is listed on the Statewide Sex Offender Registry or the Statewide
Violent Offender Against Youth Database.
If the District receives information that concerns the record of conviction as a sex offender of any
employee of a District contractor, the District will provide the information to another school, school
district, community college district, or private school that requests it. 18
Unsafe School Choice Option 19
The unsafe school choice option allows students to transfer to another District school or to a public
charter school within the District. The unsafe school choice option is available to:
1. All students attending a persistently dangerous school, as defined by State law and identified
by the Illinois State Board of Education.
2. Any student who is a victim of a violent criminal offense, as defined by 725 ILCS 120/3, that
occurred on school grounds during regular school hours or during a school-sponsored event.
The Superintendent or designee shall develop procedures to implement the unsafe school choice
option.
Student Insurance 20
The Board shall annually designate a company to offer student accident insurance coverage. The
Board does not endorse the plan nor recommend that parents/guardians secure the coverage, and any
contract is between the parents/guardians and the company. Students participating in athletics,
cheerleading, or pompons must have school accident insurance unless the parents/guardians state in
writing that the student is covered under a family health insurance plan.
Emergency Closing
The Superintendent is authorized to close the schools in the event of hazardous weather or other
emergencies that threaten the safety of students, staff members, or school property. 21
The footnotes are not intended to be part of the adopted policy; they should be removed before the policy is adopted.
18 Id. at 5/10-21.9(h), amended by P.A. 97-248. The School Code defines the board president’s role in conducting
criminal background investigations and receiving the results of these investigations. Many districts delegate this task to a
human resource department. However, because the report involves a contractor’s employee, the immunity provisions in the
Employment Record Disclosure Act (745 ILCS 46/10) may not apply. Consult the board attorney based upon this and all
relevant employment record disclosure laws. See policy 5:150, Personnel Records, f/n #4 for more discussion about
employment record disclosure laws.
19 A policy provision is required on this topic (105 ILCS 5/10-21.3a). See also 20 U.S.C. §7912. ISBE maintains a list
of persistently dangerous schools. Districts having only one school or attendance center may substitute the following
provision for this paragraph:
The unsafe school choice option provided in State law permits students to transfer to another school within the
district in certain situations. This transfer option is unavailable in this District because the District has only one
school or attendance center. A student who would otherwise have qualified for the choice option, or such a
student’s parent/guardian, may request special accommodations from the Superintendent or designee.”
20 This subhead is optional. 105 ILCS 5/22-15 allows districts to purchase insurance on athletes. A form on which
parents/guardians check-off whether they want school accident insurance or already have the student covered by other health
insurance will suffice for purposes of this policy. Requiring students participating in athletics to have accident insurance is a
best practice because: (1) waivers of liability do not prevent a student from bringing suit, and (2) waivers of liability are not
favored by Illinois courts.
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LEGAL REF.:
105 ILCS 5/10-20.28, 5/10-21.3a 21B-80, 5/10-21.9, and 128/.
210 ILCS 74/.
625 ILCS 5/12-813.1.
720 ILCS 5/11-9.3.
730 ILCS 152/101 et seq.
CROSS REF.:
5:30 (Hiring Process and Criteria), 6:190 (Extracurricular and Co-Curricular
Activities), 6:250 (Community Resource Persons and Volunteers), 7:220 (Bus
Conduct), 7:300 (Extracurricular Athletics), 8:30 (Visitors to and Conduct on
School Property), 8:100 (Relations with Other Organizations and Agencies)
ADMIN. PROC.:
4:170-AP2 (Criminal Offender Notification Laws), 4:170-AP3 (School Bus
Safety Rules), 4:170-AP6 (Responding to Medical Emergencies Occurring at
Physical Fitness Facilities with an AED), 5:30-AP2 (Investigations)
21 When adverse weather conditions force a school’s closing or a delayed start, the district may count a partial day of
attendance as a full day for State aid purposes, provided: (1) at least one hour of instruction was provided, and (2) the
superintendent provides the Regional Superintendent or the Suburban Cook County Intermediate Service Center, whichever
is appropriate, with a written report in support of the partial day within 30 days (105 ILCS 5/18-12, amended by P.A. 96734). P.A. 96-893 abolished the Regional Office of Education for Suburban Cook County and transferred its duties and
powers to the Intermediate Service Center for the area.
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August 2010 January 2012
6:50
Instruction
School Wellness 1
Student wellness, including good nutrition and physical activity, shall be promoted in the District’s
educational program, school activities, and meal programs. This policy shall be interpreted
consistently with Section 204 of the Child Nutrition and WIC Reauthorization Act of 2004.
Goals for Nutrition Education and Nutrition Promotion 2
The goals for addressing nutrition education and nutrition promotion include the following:
• Schools will support and promote good nutrition for students.
• Schools will foster the positive relationship between good nutrition, physical activity, and the
capacity of students to develop and learn.
• Nutrition education will be part of the District’s comprehensive health education curriculum.
See School Board policy 6:60, Curriculum Content. 3
Goals for Physical Activity 4
The goals for addressing physical activity include the following:
• Schools will support and promote an active lifestyle for students.
• Physical education will be taught in all grades and shall include a developmentally planned
and sequential curriculum that fosters the development of movement skills, enhances healthrelated fitness, increases students’ knowledge, offers direct opportunities to learn how to
The footnotes are not intended to be part of the adopted policy; they should be removed before the policy is adopted.
1 State or federal law requires this subject matter to be covered in policy and controls its content. The federal Child
Nutrition and WIC Reauthorization Act of 2004 requires school districts participating in a program authorized by the
National School Lunch Act or the Child Nutrition Act to have a school wellness policy (PL 108-265, Sec. 204). State law
required ISBE to “establish a State goal that all school districts have a wellness policy,” (105 ILCS 5/2-3.139). ISBE
complied in October 2007 by “instruct[ing] all public school districts to establish a School Wellness Policy.” The federal
and State laws list mandatory topics for the policy. The second sentence of this policy should be deleted if the district does
not participate in the National School Lunch Act or the Child Nutrition Act.
See ISBE’s numerous resources at www.isbe.net/nutrition/htmls/wellness_policy.htm. Action for Healthy Kids is a
national organization dedicated to overcoming the “epidemic of overweight, undernourished and sedentary youth by
focusing on changes in schools;” see its resources at www.actionforhealthykids.org/index.php.
This sample policy seeks to be both legally compliant and consistent with good governance principles. Both federal and
State laws allow each school district to determine how the required topics are addressed. Good governance principles
suggest that the board should establish goals with community and stakeholder input. The administration should determine
how to achieve the goals. The board should monitor this policy by requesting and reviewing periodic implementation data.
The Ill. Dept. of Agriculture and ISBE are directed to create the Farm Fresh Schools Program (30 ILCS 105/5.728,
added by P.A. 96-153, recodified by P.A. 96-1000). They are also directed to administer a grant program to further the
Program’s intent of “reduc[ing] obesity and improve[ing] nutrition and public health, as well as strengthen[ing] local
agricultural economies by increasing access to and promoting the consumption of locally grown fruits and vegetables in
schools and increasing physical activities and programs that promote pupil wellness.”
2 This is a required topic, but the local board may determine what goals are appropriate (PL 108-265, Sec. 204(a)(1)
and PL 111-296; 105 ILCS 5/2-3.139(a)(2). Nutrition promotion is now required by PL 111-296, but the concept is not
described or defined. The Food Nutrition Service intends to describe nutrition promotion more clearly in its upcoming
technical assistance materials and a proposed rule, which is expected in late 2012.
3 105 ILCS 110/3 and 23 Ill.Admin.Code §1.420(n). ISBE’s rules for Comprehensive Health Education found at 23
Ill.Admin.Code Part 253 were repealed effective 10/3/05.
4 This is a required topic, but the local board may determine what goals are appropriate (PL 108-265, Sec. 204(a)(1);
105 ILCS 5/2-3.139(a)(2).
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•
•
work cooperatively in a group setting, and encourages healthy habits and attitudes for a
healthy lifestyle. See Board policy 6:60, Curriculum Content. 5
During the school day, all students will be required to engage in a daily physical education
course, unless otherwise exempted. See Board policy 6:60, Curriculum Content. 6
The curriculum will be consistent with and incorporate relevant Illinois Learning Standards
for Physical Development and Health as established by the Illinois State Board of
Education. 7
Nutrition Guidelines for Foods Available in Schools During the School Day 8
Students will be offered and schools will promote nutritious food and beverage choices consistent
with the current Dietary Guidelines for Americans and Food Guidance System published jointly by
the U.S. Department of Health and Human Services and the Department of Agriculture. In addition,
in order to promote student health and reduce childhood obesity, the Superintendent or designee shall
control food sales that compete with the District’s non-profit food service in compliance with the
Child Nutrition Act. Food service rules shall restrict the sale of foods of minimal nutritional value, as
defined by the U.S. Department of Agriculture, in the food service areas during the meal periods and
comply with all applicable rules of the Illinois State Board of Education. 9
Guidelines for Reimbursable School Meals 10
Reimbursable school meals served shall meet, at a minimum, the nutrition requirements and
regulations for the National School Lunch Program and/or School Breakfast Program. 11
The footnotes are not intended to be part of the adopted policy; they should be removed before the policy is adopted.
5 105 ILCS 5/27-5 and 27-6.
6 Id.
7 Schools must “set student learning objectives which meet or exceed goals established by the State,” (105 ILCS 5/23.63). The Learning Standards can be found on ISBE’s website, www.isbe.state.il.us/ils.
8 The policy must include the nutrition guidelines selected by the board for “all foods available during the school day
with the objective of promoting student health and reducing childhood obesity,” (PL 108-265, Sec. 204(a)(2); 105 ILCS 5/23.139(a)(1).
9 Districts must prohibit the sale of foods of minimal nutritional value, as defined by federal rule, in the food service
areas during the lunch periods (42 U.S.C. §1779; 7 C.F.R. §210.11; 7 C.F.R. Part 210, App. B). The sale of other
competitive foods is allowable in the food service area during the lunch period only if all income from the sale of such foods
accrues to the benefit of the nonprofit school food service, the school, or student organizations approved by the school (Id.).
ISBE’s rule limits the types and amounts of food and beverages that may be sold to students in grades 8 or below before
school or during the regular school day in any school that participates in the School Breakfast Program or the National
School Lunch Program (23 Ill.Admin.Code §305.15). A board may place additional limitations on the sale of minimally
nutritious or junk foods.
10 Inclusion in the policy is required for only those districts that participate in a program authorized by the National
School Lunch Act or the Child Nutrition Act (PL 108-265, Sec. 204(a)(3).
11 Child Nutrition Act of 1966 (42 U.S.C. §1771 et seq.) and National School Lunch Act (42 U.S.C. §1758).
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Monitoring 12
The Superintendent or designee shall provide periodic implementation data and/or reports to the
Board concerning this policy’s implementation sufficient to allow the Board to monitor and adjust the
policy. This report must include without limitation each of the following:
• An assessment of the District’s implementation of the policy
• The extent to which schools in the District are in compliance with the policy
• The extent to which the policy compares to model local school wellness policies
• A description of the progress made in attaining the goals of the policy
Community Input 13
The Superintendent or designee will invite suggestions and comments concerning the development,
implementation, and improvement of the school wellness policy from community members, including
parents, students, and representatives of the school food authority, teachers of physical education,
school health professionals, the school board, school administrators, and the public community.
LEGAL REF.:
Child Nutrition and WIC Reauthorization Act of 2004, PL 108-265, Sec. 204.
Child Nutrition Act of 1966, 42 U.S.C. §1771 et seq.
National School Lunch Act, 42 U.S.C. §1758.
Healthy, Hunger-Free Kids Act of 2010, 42 U.S.C. §1758b, PL 111-296.
42 U.S.C. §1779, as implemented by 7 C.F.R. §210.11.
105 ILCS 5/2-3.139.
23 Ill.Admin.Code Part 305, Food Program.
ISBE’s “School Wellness Policy” Goal, adopted Oct. 2007.
CROSS REF.:
4:120 (Food Services)
The footnotes are not intended to be part of the adopted policy; they should be removed before the policy is adopted.
12 The policy must establish “a plan for measuring implementation of the local wellness policy, including designation
of 1 or more persons within the local educational agency at each school, as appropriate, charged with operational
responsibility for ensuring that the school meets the local wellness policy,” (PL 108-265, Sec. 204(a)(4); 105 ILCS 5/23.139(a)(4).
PL 111-296 requires the public to receive periodic measures with the listed items. While there is no guidance yet to
assist school districts in complying with this requirement, school districts are expected to be working toward developing a
reasonable method to implement this requirement by the end of the 2011-2012 school year
(www.fns.usda.gov/tn/healthy/lwpoverview.pdf). Without guidance, superintendents should make a good faith effort to
comply with this requirement. More guidance is expected and will be available at:
www.fns.usda.gov/tn/healthy/wellnesspolicy_tools.html.
13 A board must establish a policy that “involves parents, students, and representatives of the school food authority, the
teachers of physical education, school health professionals, the school board, school administrators, and the public in the
development of the school wellness policy,” (PL 108-265, Sec. 204(a)(5), amended by PL 111-296; 105 ILCS 5/23.139(a)(3). This requirement’s awkward wording notwithstanding, a board may take compliance steps by seeking
community input during this policy’s adoption and monitoring phases. See 2:240, Board Policy Development.
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October 2010 January 2012
7:100
Students
Health, Eye, and Dental Examinations; Immunizations; and Exclusion of Students 1
Required Health Examinations and Immunizations
A student’s parent(s)/guardian(s) shall present proof that the student received a health examination
and the immunizations against, and screenings for, preventable communicable diseases, as required
by the Illinois Department of Public Health, within one year prior to:
1. Entering kindergarten or the first grade;
2. Entering the sixth and ninth grades; and 2
3. Enrolling in an Illinois school, regardless of the student’s grade (including nursery school,
special education, headstart programs operated by elementary or secondary schools, and
students transferring into Illinois from out-of-state or out-of-country). 3
As required by State law:
1. Health examinations must be performed by a physician licensed to practice medicine in all of
its branches, an advanced practice nurse who has a written collaborative agreement with a
collaborating physician authorizing the advanced practice nurse to perform health
examinations, or a physician assistant who has been delegated the performance of health
examinations by a supervising physician. 4
2. A diabetes screening must be included as a required part of each health examination;
diabetes testing is not required. 5
3. Before admission and in conjunction with required physical examinations, parents/guardians
of children between the ages of 6 months and 6 years must provide a statement from a
physician that their child was “risk-assessed” or screened for lead poisoning. 6
4. The Department of Public Health will provide all female students entering sixth grade and
their parents/guardians information about the link between human papilloma virus (HPV)
and cervical cancer and the availability of the HPV vaccine. 7
The footnotes are not intended to be part of the adopted policy; they should be removed before the policy is adopted.
1 State or federal law controls this policy’s content. The policy restates 105 ILCS 5/27-8.1. Immunization requirements are
found in 77 Ill.Admin.Code §665.240. A Tuberculosis skin test is required if the student lives in an area designated by the Dept.
of Public Health as having a high incidence of Tuberculosis. See also “Questions & Answers Regarding School Health Record
Issues,” revised 9/2011, 15/2009 and available at:
www.dhs.state.il.us/page.aspx/%20/intranet.dhs/oneweb/page.aspx?item=32907.
2 105 ILCS 5/27-8.1; 77 Ill.Admin.Code §665.140 et seq. For the 2008-2009 school year only, a health examination
conducted from August 2006 through September 2007 (for a child who was entering fifth grade for the 2007-2008 school
year) was deemed to meet the requirements of 105 ILCS 5/27-8.1.
3 77 Ill.Admin.Code §665.140. If grade levels are not assigned, examinations must be completed within one
year prior to the school year in which the child reaches the ages of 5, 11, and 15 (Id.).
4 105 ILCS 5/27-8.1; 77 Ill.Admin.Code §665.130 et seq.
5 105 ILCS 5/27-8.1; 77 Ill.Admin.Code §665.700 et seq.
6 Required by 410 ILCS 45/7.1. Physicians are required to screen children over 6 years of age for lead poisoning when,
in the physician’s judgment, a child is at risk (410 ILCS 45/6.2).
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Unless the student is homeless or transferring from out-of-state, an exemption or extension applies,
the failure to comply with the above requirements by October 15 of the current school year will result
in the student’s exclusion from school until the required health forms are presented to the District. 8
New students who register after October 15 of the current school year shall have 30 days following
registration to comply with the health examination and immunization regulations. 9 If a medical
reason prevents a student from receiving a required immunization by October 15, the student must
present, by October 15, an immunization schedule and a statement of the medical reasons causing the
delay. 10 The schedule and statement of medical reasons must be signed by the physician, advanced
practice nurse, physician assistant, or local health department responsible for administering the
immunizations.
Until June 30, 2015, a student transferring from out-of-state who does not have the required proof of
immunizations by October 15 may attend classes only if he or she has proof that an appointment for
the required vaccinations is scheduled with a party authorized to submit proof of the required
vaccinations. 11 If the required proof of vaccination is not submitted within 30 days after the student
is permitted to attend classes, the student may no longer attend classes until proof of the vaccinations
is properly submitted. 12
Eye Examination 13
Parents/guardians are encouraged to have their children undergo an eye examination whenever health
examinations are required. 14
7 This sentence restates the requirement in the Communicable Disease Prevention Act regarding cervical cancer
prevention (410 ILCS 315/2e). It requires IDPH to adopt emergency rules to the extent necessary to administer its
responsibilities under this provision.
8 105 ILCS 5/27-8.1(5), amended by P.A. 97-216, A student transferring from out-of-state who does not provide the
required proof requires compliance by October 15 or the unless a district establishes an earlier date with 60 days notice. If
an earlier date is established, (see f/n 10) may attend classes replace “October 15” in this paragraph with the earlier locally
established date. During any student’s exclusion from school for 30 days provided he or she shows proof that an
appointment for the required vaccinations has been scheduled with a physician, advanced practice nurse, physician assistant,
registered nurse, or local health department (Id.). If proof of vaccination required non-compliance with this policy, the
student’s parents/guardians shall be considered in violation of 105 ILCS 5/26-1 and subject to any penalty imposed by 105
ILCS 5/26-10, as provided in 105 ILCS 5/27-8.1, amended by P.A. 97-216. (5) is not submitted within those 30 days, the
student may not attend classes until the proof is submitted
9 This sentence is optional. The term new students as used in this sentence includes out-of-state transfer students. The
timeframe of 30 days is a matter of local discretion except that out-of-state transfer students who fail to provide proof of the
required vaccinations within these after 30 days must be excluded until such proof is properly submitted (105 ILCS 5/278.1(5), amended by P.A. 96-953). Consult the board attorney about establishing timeframes other than 30 days. If a board
sets a timeframe longer than 30 days, out-of-state transfer students would have less time than other new students to comply
with 105 ILCS 5/27-8.1(5). While a student’s out-of-state transfer status is not a protected category for purposes of policy
7:10, Equal Educational Opportunities, using a time frame other than 30 days could expose a district to equal educational
opportunity challenges – especially considering this change to the School Code resulted from the enactment of the
Educational Opportunity for Military Children Act, 105 ILCS 70/, added by P.A. 96-953.
10 This sentence and the following sentence restate 105 ILCS 5/27-8.1(5), amended by P.A. 97-216.
11 Id. P.A. 97-216 changed the expiration year for special treatment of out-of-state transfer students to June 30, 2015.
The special treatment of out-of-state transfer students resulted from the enactment of the Educational Opportunity for
Military Children Act, 105 ILCS 70/, added by P.A. 96-953.
12 105 ILCS 5/27-8.1, amended by P.A. 97-216.
13 Required by 105 ILCS 5/27-8.1(1.10) and (2). The IDPH’s rules are published at 77 Ill.Admin.Code §665.610 et seq.
77 Ill.Admin.Code §665.150 and 630 prescribe the statewide eye examination report form. It is available at:
www.idph.state.il.us/HealthWellness/EyeExamReport.pdf or 77 Ill.Admin.Code §665, Appendix A.
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Parents/guardians of students entering kindergarten or an Illinois school for the first time shall present
proof before October 15 of the current school year that the student received an eye examination
within one year prior to entry of kindergarten or the school. A physician licensed to practice
medicine in all of its branches or a licensed optometrist must perform the required eye examination.
If a student fails to present proof by October 15, the school may hold the student’s report card until
the student presents proof: (1) of a completed eye examination, or (2) that an eye examination will
take place within 60 days after October 15. The Superintendent or designee shall ensure that
parents/guardians are notified of this eye examination requirement in compliance with the rules of the
Department of Public Health. Schools shall not exclude a student from attending school due to failure
to obtain an eye examination.
Dental Examination 15
All children in kindergarten and the second and sixth grades must present proof of having been
examined by a licensed dentist before May 15 of the current school year in accordance with rules
adopted by the Illinois Department of Public Health.
If a child in the second or sixth grade fails to present proof by May 15, the school may hold the
child’s report card until the child presents proof: (1) of a completed dental examination, or (2) that a
dental examination will take place within 60 days after May 15. The Superintendent or designee shall
ensure that parents/guardians are notified of this dental examination requirement at least 60 days
before May 15 of each school year.
Exemptions 16
In accordance with rules adopted by the Illinois Department of Public Health, a student will be
exempted from this policy’s requirements for:
1. Religious or medical grounds if the student’s parents/guardians present to the Superintendent
a signed statement explaining the objection;
2. Health examination or immunization requirements on medical grounds if a physician
provides written verification;
3. Eye examination requirement if the student’s parents/guardians show an undue burden or lack
of access to a physician licensed to practice medicine in all of its branches who provides eye
examinations or a licensed optometrist; or
4. Dental examination requirement if the student’s parents/guardians show an undue burden or a
lack of access to a dentist.
14 While 105 ILCS 5/27-8.1 requires eye examinations for students entering kindergarten or an Illinois school for the
first time, it still encourages parent(s)/guardian(s) to have their children undergo eye examinations at the same points in time
as their required health examinations. The IDPH must require that individuals conducting vision screenings give a child’s
parent/guardian a written notification stating:
Vision screening is not a substitute for a complete eye and vision evaluation by an eye doctor. Your child is not
required to undergo this vision screening if an optometrist or ophthalmologist has completed and signed a report
form indicating that an examination has been administered within the previous 12 months.
15 Required by 105 ILCS 5/27-8.1(1.5). The IDPH’s rules are published at 77 Ill.Admin.Code §665.410 et seq. 77
Ill.Admin.Code §665.150 and 430 prescribe the statewide dental examination report form. It is available at:
www.idph.state.il.us/HealthWellness/oralhlth/DentalExamProof.pdf.
16 Id. and 105 ILCS 5/27-8.1(1.10).
7:100
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Homeless Child
Any homeless child shall be immediately admitted, even if the child or child’s parent/guardian is
unable to produce immunization and health records normally required for enrollment. 17 School
Board policy 6:140, Education of Homeless Children, governs the enrollment of homeless children.
LEGAL REF.:
McKinney Homeless Assistance Act, 42 U.S.C. §11431 et seq.
105 ILCS 5/27-8.1 and 45/1-20.
410 ILCS 45/7.1 and 315/2e.
23 Ill.Admin.Code §1.530.
77 Ill.Admin.Code Part 665.
CROSS REF.:
6:30 (Organization of Instruction), 6:140 (Education of Homeless Children),
6:180 (Extended Instructional Programs), 7:50 (School Admissions and Student
Transfers To and From Non-District Schools)
The footnotes are not intended to be part of the adopted policy; they should be removed before the policy is adopted.
17 Required by 105 ILCS 45/1-20 (Education for Homeless Children Act). Also required by the McKinney Homeless
Assistance Act, 42 U.S.C. §1142(g)(3)(C)(i).
7:100
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October 2010 January 2012
7:270
Students
Administering Medicines to Students 1
Students should not take medication during school hours or during school-related activities unless it is
necessary for a student’s health and well-being. When a student’s licensed health care provider and
parent/guardian believe that it is necessary for the student to take a medication during school hours or
school-related activities, the parent/guardian must request that the school dispense the medication to
the child and otherwise follow the District’s procedures on dispensing medication.
No School District employee shall administer to any student, or supervise a student’s selfadministration of, any prescription or non-prescription medication until a completed and signed
“School Medication Authorization Form” is submitted by the student’s parent/guardian. No student
shall possess or consume any prescription or non-prescription medication on school grounds or at a
school-related function other than as provided for in this policy and its implementing procedures.
Nothing in this policy shall prohibit any school employee from providing emergency assistance to
students, including administering medication.
The Building Principal shall include this policy in the Student Handbook and shall provide a copy to
the parents/guardians of students. 2
Self-Administration of Medication 3
A student may possess an epinephrine auto-injector (EpiPen®) and/or medication prescribed for
asthma for immediate use at the student’s discretion, provided the student’s parent/guardian has
completed and signed a “School Medication Authorization Form.” The School District shall incur no
liability, except for willful and wanton conduct, as a result of any injury arising from a student’s selfadministration of medication or epinephrine auto-injector or the storage of any medication by school
personnel. 4 A student’s parent/guardian must indemnify and hold harmless the School District and
its employees and agents, against any claims, except a claim based on willful and wanton conduct,
The footnotes are not intended to be part of the adopted policy; they should be removed before the policy is adopted.
1 All districts must have a policy for administering medication (105 ILCS 5/10-20.14b). State law prohibits school
boards from requiring that teachers and other non-administrative school employees administer medication to students;
exceptions are certificated school nurses and non-certificated registered professional nurses (105 ILCS 5/10-22.21b).
2 Each district must inform students (e.g., through homeroom discussion or loudspeaker announcement) about, and
distribute to their parents/guardians, the district’s policy, guidelines, and forms on administering medicines within 15 days
after the beginning of each school year, or within 15 days after starting classes for a student who transfers into the district
(105 ILCS 5/10-20.14b). A comprehensive Student Handbook can provide notice to parents and students of the school’s
rules, extracurricular and athletic participation requirements, and other important information. The Handbook can be
developed by the building principal, but should be reviewed and approved by the superintendent and board.
3 105 ILCS 5/22-30, as amended by P.A. 96-1460, requires school districts to allow students to self-administer their
prescribed asthma medication and an epinephrine auto-injector as described. Self-administer and self-administration mean
that a student may carry and use these two medications at his or her discretion: (1) while in school, (2) while at a school
sponsored activity, (3) while under the supervision of school personnel, or (4) before or after normal school activities, such
as while in before-school or after-school care on school-operated property.
4 105 ILCS 5/22-30(c) requires this information to be in a notification to parents.
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arising out of a student’s self-administration of an epinephrine auto-injector and/or medication, or the
storage of any medication by school personnel. 5
School District Supply of Epinephrine Auto-Injectors 6
The Superintendent or designee shall implement Section 22-30(f) of the School Code and maintain a
supply of epinephrine auto-injectors in the name of the District and provide or administer them as
necessary according to State law. This section of the policy is void whenever the Superintendent or
designee is, for whatever reason, unable to: (1) obtain for the District a prescription for school
epinephrine auto-injectors and a standing protocol from a physician licensed to practice medicine in
all its branches, or (2) fill the District’s prescription for school epinephrine auto-injectors. 7
Upon implementation of this subsection and Section 22-30(f) of the School Code, the protections
from liability and hold harmless provisions as explained in Section 22-30(c) of the School Code
apply.
No one, including without limitation parents/guardians of students, should rely on the District for the
availability of an epinephrine auto-injector. This policy does not guarantee the availability of an
epinephrine auto-injector; students and their parents/guardians should consult their own physician
regarding this medication.
LEGAL REF.:
105 ILCS 5/10-20.14b, 5/10-22.21b, and 5/22-30.
CROSS REF.:
7:285 (Food Allergy Management)
ADMIN. PROC.:
7:270-AP (Dispensing Medication), 7:270-AP2 (Checklist for District Supply of
Epinephrine Auto-Injectors), 7:270-E (School Medication Authorization Form)
The footnotes are not intended to be part of the adopted policy; they should be removed before the policy is adopted.
5 105 ILCS 5/22-30(c) requires parents/guardians to sign a statement: (1) acknowledging the statement from f/n 4
above, and (2) that they must indemnify and hold harmless the school district and its employees and agents against any
claims, except a claim based on willful and wanton conduct, arising out of the self-administration of medication by the
student or the storage of the medication by school personnel. There are several methods to obtain a parent/guardian’s
signature for this purpose, e.g., receipt of handbook signature, or see 7:270 E, School Medication Authorization Form.
Discuss with the board attorney the method that works best for the district.
6 Optional. A school board must ensure that it does not adopt this section into the policy unless it is prepared to
implement 105 ILCS 5/22-30(f), amended by P.A. 97-361. The law permits a district to maintain a supply of epinephrine
auto-injectors in a locked, secure location and use them when necessary. However, obtaining this prescription may be
difficult or impossible. The consequences of informing the community that the district will obtain a prescription for a supply
of epinephrine auto-injectors and implement a plan for their use, and then not doing it are fraught with legal liabilities and
issues.
The superintendent is given broad authority to implement this section; however, several preliminary steps should occur
with the assistance of the board attorney. They include, but are not limited to: (1) investigating the feasibility of obtaining a
prescription for a supply of epinephrine auto-injectors in the name of the district, and (2) outlining the advantages and
disadvantages of implementing this plan based upon each district’s individual resources and circumstances, and student
population’s needs.
7 Discuss with the board attorney whether the board should remove this sentence when the district reaches full
implementation of this section.
7:270
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Agenda
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT:
Board of Education
Kathy Brown
April 12, 2012
2011-2012 Board and District Goals
Agenda Item: 2011-2012 Board & District Goals
The Board of Education and Superintendent annually set goals in order to focus on
the needs of all stakeholders in the community in terms of education, finance and
facilities. The focus of the 2011-2012 goals will be:
1. Finance
2. Social Emotional Learning (SEL)
3. Curriculum and Student Achievement
Dr. Michael J. Egan, Superintendent of Schools
District 95 Administration Center - 400 South Old Rand Road - Lake Zurich IL 60047-2459
Phone: (847) 438-2831 Website: lz95.org Fax: (847) 438-6702