2015-16 Schools FIRST Rating (2014-15 District Status) November 14, - - PowerPoint PPT Presentation

2015-16 Schools FIRST Rating

(2014-15 District Status) November 14, 2016

Schools FIRST Overview

• What is Schools FIRST?
• Schools FIRST (Financial Integrity Rating System of Texas), is a

financial accountability system for Texas school districts developed by the Texas Education Agency in response to Senate Bill 875 of the 76th Texas Legislature in 1999

• The primary goal of Schools FIRST is to achieve quality

performance and transparency in the management of school district financial resources

Overview Continued

• Under School FIRST, every school district in Texas is required

to prepare an annual financial management report that includes the following:  The district’s financial management performance rating for the current and previous year (prior year comparison)  Additional information required by the Commissioner of Education in 2007 (Title 19, TAC, Chapter 109)



A Copy of the Superintendent’s Current Contract if Not Posted on the District Website



Summary Financial Disclosures Pertaining to the Superintendent and the School Board

Overview Continued

• Within two months of receiving the final financial accountability

rating school districts are required to hold a public hearing for School FIRST and distribute the financial management report to attendees

• 2015-16 Ratings are Based on 2014-15 Data
• Ratings are Published on TEA website
• Rating Document is Referred to as the District Status Detail

Overview Continued

• Recent Changes to Schools FIRST Authorized by HB 5 in

the 83rd Legislative Session in 2013

• Implemented by TEA in August 2015, these Changes are being phased in
• ver a 3 year period (currently in year 2)
• Rating Year 2014-15 was based on 7 indicators and Rating Years 2015-16,

2016-17 and subsequent years will be based on 15 indicators

• Rating Year 2016-17 will require higher scores than Rating Year 2015-16
• School FIRST system now assigns an A through F rating to Texas school

districts:  A = Superior  B = Above Standard  C = Meets Standard  F = Substandard Achievement

District Status Detail

Reimbursements Received by Superintendent and Board of Trustees

For the Twelve- month Period Ended August 31, 2015 Description of Reimbursements Supt James Largent Nancy Alana Barbara Herrington Mark Jackson

• B. J.

Wallace Don Walton Mickey Shearon Joe Jones Chris Tackett Meals $ 378.00 $ 36.00 $ 135.00 $ 72.00 $ $ $ 72.00 $ $ Lodging 2,909.79 696.81 1,043.14 734.51 650.61 Transportation 3,026.07 203.20 85.88 147.35 125.00 345.00 63.30 Motor Fuel Other 894.40 860.00 860.00 860.00 535.00 375.00 860.00 535.00 Total $ 7,208.26 $1,796.01 $ 2,424.02 $ 1,813.86 $ 660.00 $ -0- $ 1,442.61 $860.00 $ 598.30 Note – The spirit of the rule is to capture all “reimbursements” for fiscal year 2015, regardless of the manner of payment, including direct pay, credit card, cash, and purchase order. Reimbursements to be reported per category include:

• Meals – Meals consumed off of the school district’s premises, and in-district meals at area restaurants (excludes catered meals

for board meetings).

• Lodging - Hotel charges.
• Transportation - Airfare, car rental (can include fuel on rental), taxis, mileage reimbursements, leased cars, parking and tolls.
• Motor fuel – Gasoline.
• Other - Registration fees, telephone/cell phone, internet service, fax machine, and other reimbursements (or on-behalf of) to the

superintendent and board member not defined above.

Outside Compensation, Gifts and Business Transactions

Note – Compensation does not include business revenues from the superintendent’s livestock or agricultural-based activities on a ranch or farm. Report gross amount received (do not deduct business expenses from gross revenues). Revenues generated from a family business that have no relationship to school district business are not to be disclosed. For the Twelve-Month Period Ended August 31, 2015 Name(s) of Entity(ies) $ -0- Total $ -0- For the Twelve- Month Period August 31, 2015 Supt Largent Alana Herrington Jackson Wallace Walton Shearon Jones Tackett Summary Amounts $ -0- $ -0- $ -0- $ -0- $ -0- $ -0- $ -0- $ -0- $ -0- Note – An executive officer is defined as the superintendent, unless the board of trustees or the district administration names additional staff under this classification. (Any gifts received by their immediate family as described in Government Code, Chapter 573, Subchapter B, Relationships by Consanguinity or by Affinity will be reported under the applicable school official.) For the Twelve- Month Period Ended August 31, 2015 Alana Herrington Jackson Wallace Walton Shearon Jones Tackett Summary Amounts $ -0- $ -0- $ -0- $ -0- $ -0- $ -0- $ -0- $ -0- Outside Compensation and/or Fees Received by the Superintendent for Professional Consulting and/or Other Personal Services in Fiscal Year 2015 Gifts Received by the Executive Officer(s) and Board Members (and First Degree Relatives, if any) in Fiscal Year 2015 Business Transactions Between School District and Board Members for Fiscal Year 2015 Note - The summary amounts reported under this disclosure are not to duplicate the items reported in the summary schedule of reimbursements received by board members.

So How Did We Do?

• “Yes” on Indicators 1,3,4, 5 and 2.A
• Scored 94 Out of a Possible 100 Points on

Indicators 6 -15

• Achieved Highest Rating Possible Under

Current Schools FIRST System

A = Superior

Questions

• r

Comments?