Professional Services Overview for School Districts

OUTSIDE SERVICES VS EMPLOYEES PROFESSIONAL SERVICES BOCES SHARED SERVICES CONSULTANTS _____________________________________________ ___ DISTRICT EMPLOYEES

PROFESSIONAL SERVICES: AT A GLANCE A professional service is a term that refers to any organization, department, or individual whose core output is a service or expertise rather a manufactured product.

PROFESSIONAL SERVICES Architects Engineers Attorneys Architects & Engineers Attorneys Sheriff s Office/ School Resource Officers Independent Auditors

PROFESSIONAL SERVICES Attorney Provide representation up to three labor arbitrations Provide representation up to two civil law suits in state court Rendering day to day oral and written opinions on various topics Aggregate 230 hrs. per year for general counsel services Architects and Engineers Oversee flood remediation (Capital Project) Prepared mandatory building visual inspection reports Prepared building specs for GFB roof (Capital Project) Designing security vestibules Overseen reconstruction of front steps Overseen $1.4 million energy performance contract Independent Auditors Render an opinion on fairness of Districts financial statements School Resource Officer Provide security

BOCESSHARED STAFF: AT A GLANCE BOCES shared services are created when two or more school districts decide they may have similar needs that can be met by a shared program. BOCES helps school districts save money by providing opportunities to pool resources and share costs.

Technology Evaluations Technology Evaluations Staff Development Communications Curriculum & Instruction Special Education Services

BOCES SHARED STAFF: AT A GLANCE Communications 1. Deliver and post highly professional and optimized social media content. 2. Work with administration to plan, execute and improve the success of social media campaigns across official platforms, including analysis of metrics. 3. Evaluate the overall content of the TUFSD brand across social media channels. 4. Create and manage work plans for communications out with multiple work streams. 5. Maintain editorial calendar for multiple context areas and help keep others at all levels accountable for deadlines for external-facing digital communications. 6. Website content creation and management. 7. Executive messaging.

CONSULTANTS: AT A GLANCE Professionals with specialized knowledge and expertise Provide strategy, analysis and troubleshooting Hired for a specific project or task Use experiences to help attain goals and solve problems Work full-time or part-time with fixed or varied hours Paid weekly, monthly or project-based Do not receive employment benefits No legacy costs Multiple years of administration experience in a variety of areas and capacities

EDUCATION CONSULTANTS Operations Maintenance Support State Aid Other Business Office Duties Operations & Maintenance Support State Aid & Other Business Office Duties Pupil Personnel Services Scheduling Human Resources Scheduling Curriculum Security Bookkeeping Services Security Transportation Bookkeeping Services Assessment Assessment Medicaid / Special Ed

CONSULTANTS TRANSPORTATION AND FOOD SERVICES Transportation Oversee contractor compliance with bid specifications Review routing and operation efficiency Review contractor billing Liaison between district and contractor Review and negotiate changes to contracts Food Services Review Financials Review Staffing Evaluate meal claims Analyze average daily participation Evaluate fee and reduce price lunch application Evaluate monthly menus and ensure USDA compliance Implement POS/food service software Oversee food purchasing Ensure all food equipment meets industry standards 1. Assist with the oversight of the performance of the school bus contract to ensure conformance with the services specifications contained within the Bid specifications as well as within the School District s Policies and Practices. Recommendations will be made where they re needed and appropriate. Reviewing routing for efficiency of operations, costs, and safety. Participating in the preparation as well as the approval of all invoices from/to the school bus contractor against services requested, services provided, and price submissions contained within the Bid specifications. Establishing and monitoring the fuel allocation for which the School District will provide the bus contractor for the bid specified transportation services requested. Ensuring that requirements are met that are consistent with industry standards and that are mandated by the various State and Federal agencies that provide oversight of student transportation services. Acting as an independent resource to the School District on matters that pertain to student transportation services through requested attendance at meetings, writing reports, completing various transportation studies, and initiating these types of activities when needed and/or appropriate. Completing school bus safety and child safety zone reviews when needed and requested. Functioning as one of the liaisons between school district and bus contractor. Preparing any future MOA s and BID/RFP specifications that may be needed to change or clarify services. 2. 3. Evaluation of the financial status of the cafeteria program including profit and loss statements. Evaluations and recommendations of revenue sources. Evaluation and recommendations for staffing patterns and labor budget. Evaluation of daily meal claims and analysis of the average daily participation (ADP) for breakfast and lunch. Evaluation of collection process of free and reduced meal applications. Evaluation and creation of monthly student menus that meet all required USDA meal patterns. Evaluation of Child Nutrition Program compliance of Administrative Reviews. Evaluation of point-of-sale software and the needs of the school district. Evaluation of USDA Commodities and all other purchasing practices for the cafeteria program. Evaluation of food service equipment and recommendations insistent with industry standards. 1. 2. 4. 3. 5. 4. 5. 6. 7. 8. 9. 6. 7. 8. 9.

CONSULTANTS HUMANRESOURCES HUMAN RESOURCES: Mediate disputes Maintain personnel files Observe and evaluate teachers and administration Segregation of duties Enforces equal opportunity laws Reviews probationary teachers Maintains position control Handles union grievances Assist in developing school district budget

CONSULTANTS HUMANRESOURCES HUMAN RESOURCES: Mediation between disputing employees to prevent legal action. Maintaining and updating personnel files with accuracy and confidentiality. Observations and evaluations of teachers in order to develop their professional teaching skills, so they can better deliver curriculum and instruction to our students. I also observe and evaluate teachers to help determine if the Superintendent will recommend tenure at the end of their probationary period. Segregation of duties is another area: I negotiate the salary of new employees and enter their data into the financial and personnel management system. But I do not enter their salary. The Treasurer enters it and checks the accuracy of my data entry to make sure we aren t overpaying a new employee. I ensure the District adheres to laws regarding Equal Opportunity employment. I post and advertise for open positions. I set up the interviews and committees and I help select new hires. I make sure they are qualified and certificated. I check references. This year, the District hired new elementary teachers, a music teacher, a PE teacher, a Kitchen Manager, and Executive Secretary / BOE District Clerk. Review teacher s proper probationary periods so they don t receive tenure by estoppel. I maintain position control so they District does not over hire or have redundancies in duties. I mediated a civil rights complaint lodged against the District by several employees which nearly resulted in a legal action. That issue is resolved. Most complaints, issues and concerns come to me first and most have been resolved. Several investigations with our employees which resulted in letters of counsel being placed in their personnel files and hopefully a more positive approach from these employees in. Another investigation resulted in the separation of the employee from the District. As you know there have been several grievances filed by a union which Margaret and I worked to resolve. We ve established regular Labor-Management meetings between this union, ourselves and District administrators to resolve issues before they reach a grievance stage. We ve worked hard to build relationships with union leadership and mentor District administrators in labor management. We ve worked on resolving the overpayment issue and developing a payroll calendar in compliance with the State Comptrollers directives. Played a role in the 2023-2024 budget development process, regarding positions.

CONSULTANTS BUSINESS Treasurer / Bookkeeper Prepare bank reconciliations all funds. Post all journal entries. Draft treasurer s reports. Maintain complete and up to date ledgers for all funds received and deposited in the District s designated bank. Prepare and maintain a cash flow statements monthly. Process budget transfers. Prepare annual sales tax report for school lunch program. Complete the NYS and Federal ESSA Transparency reports annually. Close books and assist in the preparation for external audit. Ensure that the electronic signature and the accounting software is password protected. Execute any required documentation for the official undertaking or for a blanket bond in accordance with Public Officers Law 11. Anything else deemed necessary as prescribed in Education Law 2111.

CONSULTANTS PPS/SPECIAL EDUCATION Update Special Ed Plan Write and submit Federal and State Spec Ed Grants Ensure compliance with State and Federal Spec Ed Law Provide in-service training Service as District liaison with outside agencies Consults with school attorney on impartial hearing cases Facilitates Spec Ed/PPS department meetings Consulted with building principals Conduct observations of teachers and related service personnel Consulted with school psychologist and special ed staff Established procedures and processes Assisted in Spec Ed Budget Consulted with parents as requested Attended administration meetings as requested Reviewed student records as requested for input Attended Spec Ed/504 meetings as requested Analyzed special education data and reviewed State and Federal reports

FULL TIME EMPLOYEES: AT A GLANCE Hired full time for ongoing work projects Are hired by the organization to serve in their work force Hours are fixed Works full time, 8 hours every day Receives employment benefits Usually need on site training

TUXEDO UNION FREE SCHOOL DISTRICT ORGANIZATION CHART BOARD OF EDUCATION DISTRICT CLERK SCHOOL ATTORNEY Christina Murphy SUPERINTENDENT Jeffrey T. White HUMAN RESOURCE CONSULTANT ELEMENTARY PRINCIPAL TRANSPORTATION CONSULTANT Lou Boffardi SECONDARY PRINCIPAL/ASST SUPT EXECUTIVE SECRETARY BUS DRIVERS Christina Murphy Dispatch Ed Mehrhof BUSINESS OFFICE CURRICULUM CONSULTANT Mary Stephanie Corsones FOOD SERVICES CONSULTANT Mary Anne Metzak TECNHONOLOGY Rohe / Mitrione ELEMENTARY FACULTY MS/HS FACULTY BOCES Shared Staff DIRECTOR OF TRANSPORTATION Joann Martin PPS COMMUNICATIONS HUMAN RESOURCE CONSULTANT Margaret Muenkel CONSULTANT/APPR EVALUATOR Michael Cogliano SPECIAL SUPPORT FACULTY & STAFF SPECIAL SUPPORT FACULTY & STAFF BOCES Shared Staff DIRECTOR OF MAINTENANCE Brendan Eirand PSYCHOLOGIST NURSE GUIDANCE FOOD SERVICE MANAGER Anthony Grassi Administration & Faculty Full Time Employees Consultants TREASURER Shared Staff Brian Weir

ORANGE COUNTY SCHOOL DISTRICT* ORGANIZATION CHART BOARD OF EDUCATION SCHOOL ATTORNEY DISTRICT CLERK $65,000 Retainer ASST SUPERINTENDENT FOR HUMAN RESOURCES $227,836 SUPERINTENDENT ASST SUPERINTENDENT FOR BUSINESS $221,836 $280,667 ELEMENTARY PRINCIPAL X2 $174,945 HIGH SCHOOL PRINCIPAL $193,653 DIRECTOR OF BUILDING & GROUNDS $151,968 MIDDLE SCHOOL PRINCIPAL $191,725 ASST SUPERINTENDENT FOR CURRICULUM & INSTRUCTION $206,204 ATHLETIC DIRECTOR $$156,790 ASSOCIATE PRINCIPAL X2 ASSOCIATE PRINCIPAL X2 $155,478 ASST ELEMENTARY PRINCIPAL $151,800 DIRECTOR OF SPECIAL EDUCATION $151,765 DIRECTOR OF MAINTENANCE $78,276 DIRECTOR OF TRANSPORTATION DIRECTOR OF PPS $142,267 $182,100 MIDDLE SCHOOL FACULTY ELEMENTARY FACULTY HS FACULTY DIRECTOR OF FOOD SERVICES $89,227 DIRECTOR OF TECNHONOLOGY $129,371 DISTRICT TREASUER $109,096 DATA ANALYST COORDINATOR $105, 729 SPECIAL SUPPORT FACULTY & STAFF PSYCHOLOGIST X 2 PSYCHOLOGIST X 2 MEDICAID & BENEFITS COORDINATOR PAYROLL $138,318 $95,952 PSYCHOLOGIST X 2 LIBRARIAN LIBRARIAN K-12 GUIDANCE COUNSELORS X 8 $102,000 $130,289 ACCOUNTS RECEIVEABLE ACCOUNTS PAYABLE LIBRARIAN NURSE NURSE $58,254 $71,801 $78,835 EXECUTIVE SECRETARY X 4 NURSE $62,000 $87,308 SCHOOL SECRETARY COMMUNICATIONS $56,805 BOCES SHARED STAFF *Salary figures are average of Minisink, Greenwood Lake, Warwick and Washingtonville School Districts

CONSULTANT VS FULL TIME EMPLOYEE COST COMPARISON Shared Services and Consultants Human Resources: Margaret Muenkel $24,555.64 Ed Mehrhof$90,417.39 PPS Special Ed: Michael Cogliano$14,475.00 Curriculum Education: MaryStephanie Corsones$21,906.50* Steve Kussin$9,300.00 Transportation: Louis Boffardi$ 4,532.15 Communications: Jonathan Clark$79,724.50* Business Administrator: Anthony Cashara$72.000.00 Bookkeeper: Annette Savino$35,000.00 Technology Cyber Security: Bevan Molina$64,187.50* Paul Caputo$39,600.00* Food Services:$10,000.00 NYS School Facilities Assoc.$ 4,294.00 (2021-2023) TOTAL $469,992.68 BOCES AID-78,059.00 Final Total $391,933.68 Note: No benefits No legacy costs No paid sick time No paid vacation or PTO BOCES Salaries $205,418.50 Shared Services and Consultants Human Resources: Margaret Muenkel Ed Mehrhof PPS & Special Ed: Michael Cogliano Curriculum & Education: MaryStephanie Corsones Steve Kussin Transportation: Louis Boffardi Communications: Jonathan Clark Business Administrator: Anthony Cashara Bookkeeper: Annette Savino Technology & Cyber Security: Bevan Molina Paul Caputo Food Services: NYS School Facilities Assoc. (2021-2023) Note: No benefits No legacy costs No paid sick time No paid vacation or PTO FULL TIME EMPLOYEES Asst Supt of Human Resources: ^ $198,124 Director of PPS: ^ $193,674 Asst Supt of Curriculum Ed: ^$213,767 Director of Food Services: +$ 89,227 Director of Communications: +$109,652 Asst Supt of Business:^$204,694 Director of Technology: ^$113,371 Director of Facilities:+$153,164 TOTAL: $1,275,673 Note: Full health benefits: family plan per employee $30,000.00 X 8 = $240,000 Legacy costs Paid sick time/Paid vacation/PTO Medicare x 1.45% $18,497 Soc Sec x 6.2% $68,585 (CAP $160,200 wages) ^TRS = Salary+10.29% $95,042 +ERS = Salary+11.6% $40,837 TOTAL COST $1,738,634 Administrators Salaries based on NYSED ^Source: NYS School Administrators Salary Disclosure +Source: See Through NY FULL TIME EMPLOYEES $24,555.64 $90,417.39 Asst Supt of Human Resources: ^ Director of PPS: ^ Asst Supt of Curriculum & Ed: ^ $213,767 Director of Food Services: + Director of Communications: + $109,652 Asst Supt of Business: Director of Technology: ^ Director of Facilities: $198,124 Note: family plan per employee $30,000.00 X 8 = $240,000 Legacy costs Paid sick time/Paid vacation/PTO Medicare x 1.45% Soc Sec x 6.2% (CAP $160,200 wages) ^TRS = Salary+10.29% $95,042 +ERS = Salary+11.6% $40,837 TOTAL COST $1,738,634 $193,674 $14,475.00 $ 89,227 $21,906.50* $9,300.00 ^ $204,694 $113,371 $153,164 $ 4,532.15 + TOTAL: $1,275,673 $79,724.50* Full health benefits: $72.000.00 $35,000.00 $64,187.50* $18,497 $68,585 $39,600.00* $10,000.00 $ 4,294.00 TOTAL BOCES AID -78,059.00 Final Total $391,933.68 $469,992.68 Administrators Salaries based on NYSED ^Source: NYS School Administrators Salary Disclosure +Source: See Through NY Total Cost $ 1,738,634 BOCES Salaries $205,418.50 BOCES 38% aid - $78,059.00 -391,934 SAVINGS: $1,346,700

BENEFITS OF PROFESSIONAL SERVICES, BOCES SHARED SERVICES AND CONSULTANTS? Benefit #2 Avoids hiring additional full- time employees with benefits package Benefit #1 Benefit #3 Employees cannot be a jack- of-all-trades. Due to the size of our budget, we cannot always attract top talent to all these positions Expertise needed in each of these broad areas Hire skills and talents you need when you need it Short term contracts give us flexibility Provides dynamic and flexible operations Consultants bring successful experiences in each of these areas

IN SUMMARY The use of consultants is more efficient and cost-effective particularly for a school district of limited size and limited budget Due to our size, we are in a unique position. Funding is limited so we must operate with these efficiencies.