1. 2008-09 BUDGET DEVELOPMENT RE-ALIGNMENT OF CATEGORICAL FUNDS TO MEET GOALS LODI UNIFIED SCHOOL DISTRICT Business Services Y:\business services\budget\2008-09\adjusted\meetings\B08-05-08\Categorical Goals Update B08-05-08.ppt Prepared By: Dr. Odie Douglas Douglas Barge Carrie Hargis Board of Education Meeting – August 5, 2008

2. EXECUTIVE SUMMARY In times of budget reductions, it is necessary to review all funding sources available to a District in order to achieve maximum results. District staff embarked on a process this spring to identify District goals and ways in which the costs could be funded. This report is a summary of those efforts and includes strategies to meet the needs of the District utilizing Categorical resources.

3. TABLE OF CONTENTS DESCRIPTION PAGE # A. Introduction1 B. Process2 C. Outcome3 D. Funding4 E. On-Going Costs5 F. One-Time Costs6 G. Next Steps7 i

4. INTRODUCTION In light of budget reductions and the need to meet District goals the use of Categorical funds were reviewed The goal of the process was to identify needs ◦ Must Do’s ◦ May Do’s ◦ Desirables Applicable Categorical funds were analyzed for alignment to the goals 1

5. PROCESS The process began in the Spring of 2008 A committee of key District staff was developed to: ◦ Identify District Goals ◦ Prioritize the Goals A sub-committee reviewed available funding and identified appropriate funding sources 2

6. Outcome The following goals were identified as top priorities ◦ Benchmark Assessments ◦ Education Support Services ◦ AVID ◦ Arts & Music Block Grant ◦ Secondary Counseling (VAPA) ◦ Secondary Intervention ◦ Technology Teachers ◦ English Language (Staffing, ◦ 7 th Grade Orientation Professional Development & Various) ◦ Professional Development ◦ Textbooks 3

7. Funding The following Categorical funds were identified as sources: ◦ District Program Improvement ◦ AB1802 Supplemental ◦ Economic Impact Aid-Limited Counseling English Proficient ◦ Arts & Music Block Grant ◦ Economic Impact Aid-State (VAPA On-Going) Compensatory Education ◦ Title I-Basic Low Income ◦ English Language Acquisition ◦ Title II- Teacher Quality Program ◦ Title III-Immigrant Education ◦ Mega Re-Direction Funds ◦ Title III-Limited English ◦ School & Library Block-Library Proficiency ◦ School & Library Block-School ◦ Title V-Innovative Education Improvement Program ◦ Koalty Kids 4

8. ON-GOING COSTS 5

9. ONE-TIME COSTS 6

10. NEXT STEPS Using the budget revision process staff will make necessary adjustments ◦ September 2, 2008 Board Meeting Staff will prepare site allocation notifications and distribute to site administrators ◦ Elementary – August 14 & 15, 2008 ◦ Secondary – August 15, 2008 Sites will complete and return School Site Plans 7

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