{
  "about": "Receipts: Receipts follows board decisions of the Huntington Beach City School District, records each goal in the district's own words, and shares how it turned out using the district's public reports. Every quote and number links to its public source.",
  "district": "Huntington Beach City School District",
  "notAffiliated": "An independent project. Not affiliated with or endorsed by the Huntington Beach City School District.",
  "methodology": "https://districtreceipts.netlify.app/how-we-stamp/",
  "generated": "2026-10-18T13:22:02.954Z",
  "count": 13,
  "decisions": [
    {
      "id": "2021-09-14-reserve-policy-seven-percent",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2021-09-14-reserve-policy-seven-percent/",
      "status": "Goal met",
      "inShort": "Goal: The district keeps a reserve of at least 7% of general fund spending. Result: Goal met. Public documents show the goal was met.",
      "reviewDate": "2023-09-15",
      "yearlySavingsEstimate": null,
      "districtResponseStatus": "Not yet invited",
      "dataGap": null,
      "title": "Raise the district's budget reserve goal to 7%",
      "plainSummary": "The board updated its budget policy to keep a larger safety cushion: a reserve equal to at least 7% of general fund spending, up from 5%. The district said a bigger reserve would help it handle uncertainty as it moved to being funded mainly by local property taxes.",
      "category": "budget-general",
      "meeting": {
        "date": "2021-09-14T00:00:00.000Z",
        "agendaItem": "A-20",
        "source": {
          "title": "Board Agenda Packet, September 14, 2021 (item A-20)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/4241",
          "page": 117
        }
      },
      "vote": {
        "result": "approved",
        "ayes": 5,
        "noes": 0,
        "source": {
          "title": "Board Minutes, September 14, 2021",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/4242",
          "page": 3
        }
      },
      "optionsConsidered": [],
      "whoIsAffected": [
        {
          "group": "The district's general fund",
          "how": "More money is set aside each year as a reserve instead of being budgeted for spending, to protect programs against revenue shortfalls and unexpected costs.",
          "source": {
            "title": "Board Agenda Packet, September 14, 2021 (item A-20)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/4241",
            "page": 117
          }
        }
      ],
      "fiscalImpact": {
        "summary": "The district stated the change would increase the reserve for economic uncertainties to at least 7% of general fund expenditures and other financing uses. The state minimum for the district is 3%; the board had raised its own goal to 5% on November 17, 2020.",
        "source": {
          "title": "Board Agenda Packet, September 14, 2021 (item A-20)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/4241",
          "page": 117
        }
      },
      "promises": [
        {
          "exactQuote": "Increase the reserve for economic uncertainties to at least seven percent of the general fund expenditures and other financing uses.",
          "saidBy": "Agenda item A-20, Fiscal Impact",
          "promisedOutcome": "The district keeps a reserve of at least 7% of general fund spending.",
          "howToCheck": "Each year's Unaudited Actuals agenda item lists the reserves set aside in the general fund ending balance, including the board policy reserve and the reserve for economic uncertainties.",
          "source": {
            "title": "Board Agenda Packet, September 14, 2021 (item A-20)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/4241",
            "page": 117
          }
        }
      ],
      "reviewDue": {
        "basis": "default-rule",
        "effectiveFiscalYear": "2022-23"
      },
      "extraEvents": [],
      "relatedDocuments": [
        {
          "title": "Board Policy 3100 (Budget), revised text, in the September 14, 2021 agenda packet",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/4241",
          "page": 120
        }
      ],
      "recordsToRequest": [],
      "changes": [],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-05T00:00:00.000Z",
      "stamp": {
        "label": "Goal met",
        "status": "delivered",
        "explanation": "The district's 2022-23 year-end report (Unaudited Actuals, approved September 12, 2023) lists a \"4% Board Policy Reserve\" of $3,154,626 and a \"Reserve for Economic Uncertainties (3%)\" of $2,365,970, which together equal the 7% goal. The same 4% and 3% reserves appear in the 2023-24 and 2024-25 year-end reports, and the 2025-26 report lists a 5% board policy reserve plus the 3% reserve. Percentages are the district's own labels.",
        "evidence": [
          {
            "title": "Board Agenda, September 12, 2023 (item 16.2, 2022-2023 Unaudited Actuals)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/9313"
          },
          {
            "title": "Board Agenda, September 10, 2024 (2023-2024 Unaudited Actuals)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/17091"
          },
          {
            "title": "Board Agenda, September 9, 2025 (2024-2025 Unaudited Actuals)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/28935"
          },
          {
            "title": "Board Agenda, September 8, 2026 (2025-2026 Unaudited Actuals)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/40905"
          }
        ],
        "stampedDate": "2026-10-05T00:00:00.000Z"
      }
    },
    {
      "id": "2022-05-17-gisler-sale-debt-prepayment",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2022-05-17-gisler-sale-debt-prepayment/",
      "status": "Goal met",
      "inShort": "Goal: After the July 1, 2022 payment and prepayment, the loan balance drops from $11,730,000 to $1,730,000, with only a portion of the payments due 2025 through 2028 left. Result: Goal met. Public documents show the goal was met.",
      "reviewDate": "2023-09-15",
      "yearlySavingsEstimate": null,
      "districtResponseStatus": "Not yet invited",
      "dataGap": null,
      "title": "Use Gisler property sale money to pay off most of a district loan early",
      "plainSummary": "After selling the former Gisler Middle School property for $39 million, the board approved using $10 million of the sale money to pay off most of the district's 2020 Certificates of Participation (a type of long-term loan) early, without a prepayment penalty. The district said only $1,730,000 of the original $11,730,000 would remain.",
      "category": "budget-general",
      "meeting": {
        "date": "2022-05-17T00:00:00.000Z",
        "agendaItem": "A-85",
        "source": {
          "title": "Board Agenda Packet, May 17, 2022 (Resolution A-85-21/22)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/4278",
          "page": 90
        }
      },
      "vote": {
        "result": "approved",
        "ayes": 4,
        "noes": 0,
        "source": {
          "title": "Board Minutes, May 17, 2022",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/4279",
          "page": 4
        }
      },
      "optionsConsidered": [],
      "whoIsAffected": [],
      "fiscalImpact": {
        "summary": "$10,000,000 from the Gisler property sale, plus $87,181.25 in accrued interest from the general fund, to pay the July 1, 2022 payment and prepay $9,255,000 of the loan.",
        "source": {
          "title": "Board Agenda Packet, May 17, 2022 (Resolution A-85-21/22)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/4278",
          "page": 90
        }
      },
      "promises": [
        {
          "exactQuote": "the principal amount of the Certificates to remain outstanding will total $1,730,000.",
          "saidBy": "Resolution A-85-21/22, Fiscal Impact",
          "promisedOutcome": "After the July 1, 2022 payment and prepayment, the loan balance drops from $11,730,000 to $1,730,000, with only a portion of the payments due 2025 through 2028 left.",
          "howToCheck": "The Unaudited Actuals include a schedule of long-term debt that shows the Certificates of Participation balance each year.",
          "source": {
            "title": "Board Agenda Packet, May 17, 2022 (Resolution A-85-21/22)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/4278",
            "page": 91
          }
        }
      ],
      "reviewDue": {
        "basis": "default-rule",
        "effectiveFiscalYear": "2022-23"
      },
      "extraEvents": [
        {
          "date": "2022-02-08T00:00:00.000Z",
          "label": "Board ratifies the final terms of the Gisler property sale at $39,000,000, stating the proceeds \"shall be used for facility improvements and to retire current bonded indebtedness\"",
          "source": {
            "title": "Board Agenda Packet, February 8, 2022 (Third Amendment, Gisler property sale)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/4266",
            "page": 125
          }
        }
      ],
      "relatedDocuments": [
        {
          "title": "Board Minutes, February 8, 2022 (Gisler property sale ratified, 5-0)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/4267",
          "page": 4
        }
      ],
      "recordsToRequest": [],
      "changes": [],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-05T00:00:00.000Z",
      "stamp": {
        "label": "Goal met",
        "status": "delivered",
        "explanation": "Before the prepayment, the loan's schedule ran to 2035 with $11,730,000 outstanding. The debt schedule in the district's 2025-26 year-end report (Unaudited Actuals) shows a Certificates of Participation balance of $1,230,000 on July 1, 2025 and $730,000 on June 30, 2026. That is consistent with the $1,730,000 the district expected to remain after the prepayment, followed by regular payments.",
        "evidence": [
          {
            "title": "2025-26 Unaudited Actuals (Schedule of Long-Term Liabilities)",
            "url": "https://drive.google.com/file/d/1k_mY1_qmrIkA2694UcziLogXh5PgRin_/view",
            "page": 87
          },
          {
            "title": "Board Agenda Packet, May 17, 2022 (current debt schedule, Resolution A-85-21/22)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/4278",
            "page": 91
          }
        ],
        "stampedDate": "2026-10-05T00:00:00.000Z"
      }
    },
    {
      "id": "2022-06-21-lcap-class-size-reduction",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2022-06-21-lcap-class-size-reduction/",
      "status": "Goal met",
      "inShort": "Goal: Average class sizes of about 25 in elementary grades and 28 in middle school during 2022-23. Result: Goal met. Public documents show the goal was met.",
      "reviewDate": "2023-09-15",
      "yearlySavingsEstimate": null,
      "districtResponseStatus": "Not yet invited",
      "dataGap": null,
      "title": "Keep class sizes smaller in 2022-23 (Local Control and Accountability Plan)",
      "plainSummary": "In its 2022-23 Local Control and Accountability Plan (LCAP), the district's main plan for goals and spending, the board approved $1,751,831 to keep class sizes lower: an average of 25 students per class in elementary grades and 28 in middle school, except PE.",
      "category": "programs",
      "meeting": {
        "date": "2022-06-21T00:00:00.000Z",
        "agendaItem": "E-36-21/22",
        "source": {
          "title": "Board Agenda Packet, June 21, 2022 (LCAP, item E-36-21/22)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/4283",
          "page": 120
        }
      },
      "vote": {
        "result": "approved",
        "ayes": 4,
        "noes": 0,
        "source": {
          "title": "Board Minutes, June 21, 2022",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/4316",
          "page": 4
        }
      },
      "optionsConsidered": [],
      "whoIsAffected": [
        {
          "group": "Students and teachers in elementary and middle school classrooms",
          "how": "Smaller average class sizes, which meant hiring or keeping additional teachers.",
          "source": {
            "title": "Board Agenda Packet, June 21, 2022 (2022-23 LCAP, Action 1.1)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/4283",
            "page": 143
          }
        }
      ],
      "fiscalImpact": {
        "summary": "The plan budgeted $1,751,831 for this action (Action 1.1, Reduce lower class sizes).",
        "source": {
          "title": "Board Agenda Packet, June 21, 2022 (2022-23 LCAP, Action 1.1)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/4283",
          "page": 143
        }
      },
      "promises": [
        {
          "exactQuote": "HBCSD will reduce class sizes to an average of 25:1 for elementary grades and 28:1 for middle school grades, with the exception of PE",
          "saidBy": "2022-23 LCAP, Action 1.1",
          "promisedOutcome": "Average class sizes of about 25 in elementary grades and 28 in middle school during 2022-23.",
          "howToCheck": "The next year's LCAP includes an annual update describing how each action was carried out and what it cost.",
          "source": {
            "title": "Board Agenda Packet, June 21, 2022 (2022-23 LCAP, Action 1.1)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/4283",
            "page": 143
          }
        }
      ],
      "reviewDue": {
        "basis": "default-rule",
        "effectiveFiscalYear": "2022-23"
      },
      "extraEvents": [
        {
          "date": "2023-02-07T00:00:00.000Z",
          "label": "District notes that class sizes were reduced for 2022-23 only, using one-time funding, and begins planning 2023-24 staffing",
          "source": {
            "title": "Signed Board Minutes, February 7, 2023 (item 18.2)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/7788",
            "page": 16
          }
        }
      ],
      "relatedDocuments": [],
      "recordsToRequest": [],
      "changes": [],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-05T00:00:00.000Z",
      "stamp": {
        "label": "Goal met",
        "status": "delivered",
        "explanation": "In the 2022-23 annual update (part of the 2023-24 LCAP, presented June 20, 2023), the district reported that it \"successfully implemented class size reduction.\" It spent an estimated $2,079,870, which is $328,039 more than budgeted, to hire additional staff to minimize combination classes at elementary schools. The update doesn't list the average class sizes reached, so this result is based on the district's own report.",
        "evidence": [
          {
            "title": "Board Agenda Packet, June 20, 2023 (2023-24 LCAP, 2022-23 annual update)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/8795",
            "page": 149
          },
          {
            "title": "Board Agenda Packet, June 20, 2023 (2023-24 LCAP, budget compared with actual spending)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/8795",
            "page": 150
          }
        ],
        "stampedDate": "2026-10-05T00:00:00.000Z"
      }
    },
    {
      "id": "2023-05-08-certificated-staffing-reduction",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2023-05-08-certificated-staffing-reduction/",
      "status": "Not enough data",
      "inShort": "Goal: The general fund saves about $364,120. Result: Not enough data. The public reports available don’t yet include the details needed to check this goal.",
      "reviewDate": "2024-09-15",
      "yearlySavingsEstimate": null,
      "districtResponseStatus": "Not yet invited",
      "dataGap": {
        "needed": "The cost of the specific certificated positions reduced for 2023-24, and the general fund savings that resulted (the district estimated about $364,120).",
        "whereItWouldAppear": "A short follow-up in a budget update or staff report comparing estimated and actual savings. The standard year-end reports show certificated salaries only as district-wide totals.",
        "reportType": "position-costs",
        "status": "open",
        "reportTypeLabel": "Position-level cost comparisons"
      },
      "title": "Adjust certificated staffing for 2023-24 after enrollment decline",
      "plainSummary": "For the 2022-23 school year, the district temporarily lowered class sizes using one-time funding, which meant hiring additional teachers. With enrollment continuing to decline, the board approved a resolution to reduce certificated staffing for 2023-24. The district estimated the change would save about $364,120 for the general fund.",
      "category": "staffing",
      "meeting": {
        "date": "2023-05-08T00:00:00.000Z",
        "agendaItem": "7.1",
        "source": {
          "title": "Board Agenda, May 8, 2023 special meeting (item 7.1)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/8261"
        }
      },
      "vote": {
        "result": "approved",
        "ayes": 5,
        "noes": 0,
        "source": {
          "title": "Signed Board Minutes, May 8, 2023",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/8927",
          "page": 3
        }
      },
      "optionsConsidered": [],
      "whoIsAffected": [
        {
          "group": "Certificated staff",
          "how": "Some certificated positions were not continued for the 2023-24 school year, following the class-size reductions funded for 2022-23 only.",
          "source": {
            "title": "Signed Board Minutes, February 7, 2023 (item 18.2)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/7788",
            "page": 16
          }
        }
      ],
      "fiscalImpact": {
        "summary": "The district estimated about $364,120 in savings to the general fund.",
        "source": {
          "title": "Signed Board Minutes, May 8, 2023",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/8927",
          "page": 3
        }
      },
      "promises": [
        {
          "exactQuote": "Approval of this Resolution will net approximately $364,120 in savings to the general fund.",
          "saidBy": "Agenda item 7.1, Fiscal Impact",
          "promisedOutcome": "The general fund saves about $364,120.",
          "howToCheck": "Needs the cost of the specific certificated positions that were reduced. The standard year-end reports list certificated salaries only as district-wide totals.",
          "source": {
            "title": "Signed Board Minutes, May 8, 2023",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/8927",
            "page": 3
          }
        }
      ],
      "reviewDue": {
        "basis": "default-rule",
        "effectiveFiscalYear": "2023-24"
      },
      "extraEvents": [
        {
          "date": "2023-02-07T00:00:00.000Z",
          "label": "Board adopts Resolution 17-22/23 to reduce or discontinue particular kinds of certificated services for 2023-24 (fiscal impact listed as \"TBD\")",
          "source": {
            "title": "Signed Board Minutes, February 7, 2023 (item 18.2)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/7788",
            "page": 17
          }
        }
      ],
      "relatedDocuments": [],
      "recordsToRequest": [
        "Any analysis, memo, or budget document showing the estimated and actual 2023-24 general fund savings from Resolution 27-22/23 (certificated staffing reduction), including the number of full-time-equivalent positions reduced."
      ],
      "changes": [
        {
          "date": "2026-10-06T00:00:00.000Z",
          "note": "Added \"What would settle this\": the one record that would show the result."
        }
      ],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-06T00:00:00.000Z",
      "stamp": {
        "label": "Not enough data",
        "status": "cant-tell",
        "explanation": "The district's 2023-24 year-end summary (Unaudited Actuals, approved September 10, 2024) lists the general fund ending balance by type of reserve, and the standard year-end reports show certificated salaries as district-wide totals. Neither breaks out the positions in this resolution, so the public record doesn't show the savings either way. This is normal for these reports and isn't a sign that anything went wrong.",
        "evidence": [
          {
            "title": "Board Agenda, September 10, 2024 (2023-2024 Unaudited Actuals)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/17091"
          }
        ],
        "stampedDate": "2026-10-05T00:00:00.000Z"
      }
    },
    {
      "id": "2023-05-16-behind-the-wheel-trainer",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2023-05-16-behind-the-wheel-trainer/",
      "status": "Not enough data",
      "inShort": "Goal: Replacing the Lead Bus Driver/Trainer saves about $5,000. Result: Not enough data. The public reports available don’t yet include the details needed to check this goal.",
      "reviewDate": "2024-09-15",
      "yearlySavingsEstimate": null,
      "districtResponseStatus": "Not yet invited",
      "dataGap": {
        "needed": "The salary and benefit cost of the former Lead Bus Driver/Trainer position compared with the new Delegated Behind-The-Wheel Trainer position.",
        "whereItWouldAppear": "Budget or position control documents, or a short note in a budget update. The standard year-end reports show classified salaries only as district-wide totals.",
        "reportType": "position-costs",
        "status": "open",
        "reportTypeLabel": "Position-level cost comparisons"
      },
      "title": "Replace the Lead Bus Driver/Trainer with a Delegated Behind-The-Wheel Trainer",
      "plainSummary": "The board created a new Delegated Behind-The-Wheel Trainer position in the Transportation Department to replace the Lead Bus Driver/Trainer. The trainer leads bus driver training and gives drivers a step up for promotion. The district estimated savings of about $5,000.",
      "category": "transportation",
      "meeting": {
        "date": "2023-05-16T00:00:00.000Z",
        "agendaItem": "21.2",
        "source": {
          "title": "Board Agenda, May 16, 2023 (item 21.2)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/8356"
        }
      },
      "vote": {
        "result": "approved",
        "ayes": 5,
        "noes": 0,
        "source": {
          "title": "Signed Board Minutes, May 16, 2023",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/8923",
          "page": 19
        }
      },
      "optionsConsidered": [],
      "whoIsAffected": [
        {
          "group": "Transportation Department staff and bus drivers",
          "how": "The new trainer (classified Range 48) leads behind-the-wheel training, proficiencies, and pre-trip inspections for district bus drivers.",
          "source": {
            "title": "Signed Board Minutes, May 16, 2023",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/8923",
            "page": 18
          }
        }
      ],
      "fiscalImpact": {
        "summary": "The position is placed on Range 48 of the classified salary schedule. The district estimated savings of approximately $5,000 and did not say whether this is yearly.",
        "source": {
          "title": "Signed Board Minutes, May 16, 2023",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/8923",
          "page": 18
        }
      },
      "promises": [
        {
          "exactQuote": "The estimated fiscal impact will be a savings of approximately $5,000.00.",
          "saidBy": "Agenda item 21.2, Fiscal Impact",
          "promisedOutcome": "Replacing the Lead Bus Driver/Trainer saves about $5,000.",
          "howToCheck": "Needs the salary and benefit cost of the Lead Bus Driver/Trainer position compared with the new trainer position. The standard year-end reports list classified salaries only as district-wide totals.",
          "source": {
            "title": "Signed Board Minutes, May 16, 2023",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/8923",
            "page": 18
          }
        }
      ],
      "reviewDue": {
        "basis": "default-rule",
        "effectiveFiscalYear": "2023-24"
      },
      "extraEvents": [],
      "relatedDocuments": [],
      "recordsToRequest": [
        "Budget or position control documents showing the salary and benefit cost of the Lead Bus Driver/Trainer position and of the Delegated Behind-The-Wheel Trainer position for 2022-23 and 2023-24."
      ],
      "changes": [
        {
          "date": "2026-10-06T00:00:00.000Z",
          "note": "Added \"What would settle this\": the one record that would show the result."
        }
      ],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-06T00:00:00.000Z",
      "stamp": {
        "label": "Not enough data",
        "status": "cant-tell",
        "explanation": "The district's 2023-24 year-end summary (Unaudited Actuals, approved September 10, 2024) lists the general fund ending balance by type of reserve, and the standard year-end reports show classified salaries as district-wide totals. Neither breaks out a single position, so the public record can't show whether the estimated savings happened. This is normal for these reports.",
        "evidence": [
          {
            "title": "Board Agenda, September 10, 2024 (2023-2024 Unaudited Actuals)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/17091"
          }
        ],
        "stampedDate": "2026-10-05T00:00:00.000Z"
      }
    },
    {
      "id": "2023-11-14-it-reorganization",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2023-11-14-it-reorganization/",
      "status": "In review",
      "inShort": "Goal: The reorganization adds no net cost to the general fund. Status: In review. The review date was September 15, 2025, and the stamp is being checked.",
      "reviewDate": "2025-09-15",
      "yearlySavingsEstimate": null,
      "districtResponseStatus": "Not yet invited",
      "dataGap": {
        "needed": "Salary and benefit costs for the eliminated IT Coordinator position compared with the new Network Specialist, Systems Specialist, and Information Technology Assistant positions.",
        "whereItWouldAppear": "Position control reports, or a short follow-up in a budget update. The Unaudited Actuals show classified salaries only as one district-wide total.",
        "reportType": "position-costs",
        "status": "open",
        "reportTypeLabel": "Position-level cost comparisons"
      },
      "title": "Reorganize district technology positions",
      "plainSummary": "The board replaced two Information Technology Technician positions with a new Network Specialist and a new Systems Specialist, and added a full-time Information Technology Assistant. The district said the changes would not add cost to the general fund because a vacant IT Coordinator management position would be eliminated.",
      "category": "staffing",
      "meeting": {
        "date": "2023-11-14T00:00:00.000Z",
        "agendaItem": "16.1",
        "source": {
          "title": "Board Agenda, November 14, 2023 (item 16.1)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/9794"
        }
      },
      "vote": {
        "result": "approved",
        "ayes": 4,
        "noes": 0,
        "source": {
          "title": "Signed Board Minutes, November 14, 2023",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/11344",
          "page": 16
        }
      },
      "optionsConsidered": [],
      "whoIsAffected": [
        {
          "group": "District Information Technology staff",
          "how": "Two Information Technology Technician positions are replaced by a Network Specialist and a Systems Specialist (CSEA Range 59), and one full-time Information Technology Assistant (CSEA Range 40) is added.",
          "source": {
            "title": "Board Agenda, November 14, 2023 (item 16.1)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/9794"
          }
        }
      ],
      "fiscalImpact": {
        "summary": "The district stated the new positions are neutral to the general fund because the vacant IT Coordinator management position will be eliminated. No dollar amounts were listed.",
        "source": {
          "title": "Signed Board Minutes, November 14, 2023",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/11344",
          "page": 16
        }
      },
      "promises": [
        {
          "exactQuote": "The new positions and the additional full-time position are neutral to the general fund since the vacant IT Coordinator management position will be eliminated.",
          "saidBy": "Agenda item 16.1, Fiscal Impact",
          "promisedOutcome": "The reorganization adds no net cost to the general fund.",
          "howToCheck": "Needs position-level salary and benefit costs for the eliminated IT Coordinator position and the new positions. The Unaudited Actuals report classified salaries only as district-wide totals.",
          "source": {
            "title": "Signed Board Minutes, November 14, 2023",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/11344",
            "page": 16
          }
        }
      ],
      "reviewDue": {
        "basis": "default-rule",
        "effectiveFiscalYear": "2024-25"
      },
      "conflictNote": "This decision involves the district's Technology Services department, where Ethan's father is a senior administrator and where Ethan interned in summer 2026.",
      "extraEvents": [],
      "relatedDocuments": [],
      "recordsToRequest": [
        "Position control reports or budget documents showing the budgeted salary and benefit cost of the eliminated IT Coordinator management position, and of the Network Specialist, Systems Specialist, and Information Technology Assistant positions, for fiscal years 2023-24 through 2025-26.",
        "Any report, analysis, or memo showing whether the November 14, 2023 reorganization of technology positions was cost-neutral to the general fund."
      ],
      "changes": [
        {
          "date": "2026-10-06T00:00:00.000Z",
          "note": "Added \"What would settle this\": the one record that would show the result."
        },
        {
          "date": "2026-10-07T00:00:00.000Z",
          "note": "Added a conflict-check notice under the recusal rule."
        },
        {
          "date": "2026-10-17T00:00:00.000Z",
          "note": "The result is unpublished until the second, independent review is done; the conflict notice now names the relationship."
        }
      ],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-17T00:00:00.000Z",
      "stamp": null
    },
    {
      "id": "2023-12-12-retirement-incentive",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2023-12-12-retirement-incentive/",
      "status": "Not enough data",
      "inShort": "Goal: More employees retire in 2023-24, producing savings for the district. (plus 1 more goal below) Result: Not enough data. The public reports available don’t yet include the details needed to check this goal.",
      "reviewDate": "2025-09-15",
      "yearlySavingsEstimate": null,
      "districtResponseStatus": "Not yet invited",
      "dataGap": {
        "needed": "How many employees retired under the plan, and how much it saved after the cost of the plan.",
        "whereItWouldAppear": "The final analysis the district said would follow enrollment, or a short note in a budget report on the retirement incentive savings included in the 2024-25 budget.",
        "reportType": "program-results",
        "status": "open",
        "reportTypeLabel": "Results updates for one-time programs"
      },
      "title": "Retirement incentive offer (PARS Supplementary Retirement Plan)",
      "plainSummary": "In October 2023 the board adopted a retirement incentive that offered eligible employees a monthly benefit if they retired, with the goal of saving money. After enrollment closed, the board voted in December 2023 on whether to go forward. The minutes record that motion as \"approve/cancel\"; a later district document states the plan was approved.",
      "category": "staffing",
      "meeting": {
        "date": "2023-12-12T00:00:00.000Z",
        "agendaItem": "17.2",
        "source": {
          "title": "Board Agenda, December 12, 2023 (item 17.2)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/10091"
        }
      },
      "vote": {
        "result": "approved",
        "ayes": 4,
        "noes": 0,
        "source": {
          "title": "Signed Board Minutes, December 12, 2023",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/12307",
          "page": 19
        }
      },
      "optionsConsidered": [
        {
          "option": "Go forward with the retirement plan",
          "chosen": true,
          "source": {
            "title": "Board Agenda, December 17, 2024 (item 18.3): \"When the Supplemental Retirement Plan was approved last year…\"",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/20719"
          }
        },
        {
          "option": "Cancel the plan due to insufficient participation (one-time $5,000 fee)",
          "source": {
            "title": "Signed Board Minutes, October 17, 2023",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/9859",
            "page": 19
          }
        }
      ],
      "whoIsAffected": [
        {
          "group": "Eligible district employees",
          "how": "Participating employees receive a monthly benefit equal to 70% of their final-year salary, paid into the plan over five years.",
          "source": {
            "title": "Signed Board Minutes, October 17, 2023",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/9859",
            "page": 19
          }
        }
      ],
      "fiscalImpact": {
        "summary": "The district said the ultimate savings or cost would depend on how many employees enrolled, and that a final analysis would be presented after enrollment closed. Cancelling for insufficient participation would cost a one-time $5,000 fee. No dollar amount of savings was stated in the agenda or minutes.",
        "source": {
          "title": "Signed Board Minutes, October 17, 2023",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/9859",
          "page": 19
        }
      },
      "promises": [
        {
          "exactQuote": "The goal of the program is to generate savings by increasing the number of retirements in the 2023-2024 school year.",
          "saidBy": "Agenda item 17.2, Background",
          "promisedOutcome": "More employees retire in 2023-24, producing savings for the district.",
          "source": {
            "title": "Signed Board Minutes, December 12, 2023",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/12307",
            "page": 18
          }
        },
        {
          "exactQuote": "The Supplementary Retirement Plan (SRP) is designed to generate savings for the District.",
          "saidBy": "Agenda item 17.2, Fiscal Impact",
          "promisedOutcome": "The plan saves the district more than it costs.",
          "howToCheck": "Needs a district report of actual savings: salary and benefit savings from the retirements minus the cost of the plan.",
          "source": {
            "title": "Signed Board Minutes, December 12, 2023",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/12307",
            "page": 18
          }
        }
      ],
      "reviewDue": {
        "basis": "default-rule",
        "effectiveFiscalYear": "2024-25"
      },
      "extraEvents": [
        {
          "date": "2023-10-17T00:00:00.000Z",
          "label": "Board adopts Resolution No. 10-23/24 creating the retirement incentive (4–0)",
          "source": {
            "title": "Signed Board Minutes, October 17, 2023",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/9859",
            "page": 20
          }
        },
        {
          "date": "2023-12-12T00:00:00.000Z",
          "label": "PARS representative presents the enrollment results to the board",
          "source": {
            "title": "Signed Board Minutes, December 12, 2023",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/12307",
            "page": 3
          }
        },
        {
          "date": "2024-03-12T00:00:00.000Z",
          "label": "Second Interim budget does not yet include \"the potential savings from the retirement incentive\"",
          "source": {
            "title": "Second Interim Report Presentation, March 12, 2024",
            "url": "https://drive.google.com/file/d/1dLVda5_qAKWycuv3FH6UlcVYPQXgm1iF/view",
            "page": 6
          }
        },
        {
          "date": "2024-06-11T00:00:00.000Z",
          "label": "2024-25 budget will \"include estimated savings from the retirement incentive\" (amount not stated)",
          "source": {
            "title": "2024-25 Budget Presentation, June 11, 2024",
            "url": "https://drive.google.com/file/d/1gW-PNaMxgdtFTGk4CBgGCTZslFFT-XuC/view",
            "page": 5
          }
        }
      ],
      "relatedDocuments": [
        {
          "title": "Board Agenda, October 17, 2023 (item 18.1, Resolution No. 10-23/24)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/9533"
        }
      ],
      "recordsToRequest": [
        "The PARS Supplementary Retirement Plan results presentation or analysis given to the Board on December 12, 2023, including any projected savings or costs.",
        "Any later report or analysis of the plan's actual savings or costs, including the number of employees who retired under the plan.",
        "Records showing the total payments made to PARS under the plan for fiscal years 2023-24 through 2025-26."
      ],
      "changes": [
        {
          "date": "2026-10-06T00:00:00.000Z",
          "note": "Added \"What would settle this\": the one record that would show the result."
        }
      ],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-06T00:00:00.000Z",
      "stamp": {
        "label": "Not enough data",
        "status": "cant-tell",
        "explanation": "The district's June 2024 budget presentation notes that the 2024-25 budget includes estimated savings from the retirement incentive, which shows the plan was part of the district's budget planning. The amount of those savings, and how many employees took part, weren't found in the budget presentations, year-end reports, or board documents reviewed through September 2026. A short update from the district on the plan's results would make it possible to share how it turned out.",
        "evidence": [
          {
            "title": "2024-25 Budget Presentation, June 11, 2024",
            "url": "https://drive.google.com/file/d/1gW-PNaMxgdtFTGk4CBgGCTZslFFT-XuC/view",
            "page": 5
          },
          {
            "title": "2024-25 Unaudited Actuals Presentation, September 9, 2025",
            "url": "https://drive.google.com/file/d/1_PPrmaexNHnM9lmdwmnR2EOMb3_qvFgf/view"
          },
          {
            "title": "Signed Board Minutes, December 12, 2023 (item 7.1, PARS report)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/12307",
            "page": 3
          },
          {
            "title": "Board Agenda Packet, December 12, 2023 (searched for the PARS results)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/10092"
          },
          {
            "title": "2024-25 Adopted Budget (searched for retirement plan amounts)",
            "url": "https://drive.google.com/file/d/1Zjpsg7FIxgl_WuqJ5wD_T9jqjiUw2KY5/view"
          }
        ],
        "stampedDate": "2026-10-05T00:00:00.000Z"
      }
    },
    {
      "id": "2024-10-08-food-services-delivery-driver",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2024-10-08-food-services-delivery-driver/",
      "status": "Not enough data",
      "inShort": "Goal: The Food Services department spends less on staffing for these duties. (plus 1 more goal below) Result: Not enough data. The public reports available don’t yet include the details needed to check this goal.",
      "reviewDate": "2026-09-15",
      "yearlySavingsEstimate": null,
      "districtResponseStatus": "Not yet invited",
      "dataGap": {
        "needed": "The cost of the eliminated part-time Central Kitchen custodian position compared with the added cost of increasing the delivery driver's hours from 27.5 to 32.5 per week.",
        "whereItWouldAppear": "A short comparison from the district, such as a note in a Food Services or budget update. The Cafeteria Fund totals in the year-end reports cover all Food Services classified staff.",
        "reportType": "position-costs",
        "status": "open",
        "reportTypeLabel": "Position-level cost comparisons"
      },
      "title": "Fold a vacant Central Kitchen custodian position into the delivery driver role",
      "plainSummary": "After the part-time custodian at the Food Services Central Kitchen retired, the board eliminated that position and expanded the food services delivery driver's hours from 27.5 to 32.5 per week so the driver could take on the cleaning duties.",
      "category": "food-services",
      "meeting": {
        "date": "2024-10-08T00:00:00.000Z",
        "agendaItem": "20.1",
        "source": {
          "title": "Board Agenda, October 8, 2024 (item 20.1)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/18092"
        }
      },
      "vote": {
        "result": "approved",
        "ayes": 4,
        "noes": 0,
        "source": {
          "title": "Signed Board Minutes, October 8, 2024",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/21935",
          "page": 22
        }
      },
      "optionsConsidered": [],
      "whoIsAffected": [
        {
          "group": "Food services delivery driver",
          "how": "Hours increase from 27.5 to 32.5 per week, with added cleaning, sanitizing, waste management, and minor maintenance duties in the Central Kitchen.",
          "source": {
            "title": "Signed Board Minutes, October 8, 2024",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/21935",
            "page": 22
          }
        }
      ],
      "fiscalImpact": {
        "summary": "The district stated there is no cost to the general fund. No dollar amount of savings was stated.",
        "source": {
          "title": "Signed Board Minutes, October 8, 2024",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/21935",
          "page": 22
        }
      },
      "promises": [
        {
          "exactQuote": "eliminating the part-time custodian position and reallocating its essential cleaning duties to the food services delivery driver will significantly enhance productivity, improve staff time utilization, and generate cost savings for the department.",
          "saidBy": "Agenda item 20.1, Current Considerations",
          "promisedOutcome": "The Food Services department spends less on staffing for these duties.",
          "howToCheck": "Needs the cost of the eliminated custodian position compared with the cost of the driver's added hours. The Cafeteria Fund (Fund 13) in the Unaudited Actuals reports classified salaries only as a total.",
          "source": {
            "title": "Signed Board Minutes, October 8, 2024",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/21935",
            "page": 22
          }
        },
        {
          "exactQuote": "There is no cost to the general fund associated with this item.",
          "saidBy": "Agenda item 20.1, Fiscal Impact",
          "promisedOutcome": "The change costs the general fund nothing.",
          "source": {
            "title": "Signed Board Minutes, October 8, 2024",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/21935",
            "page": 22
          }
        }
      ],
      "reviewDue": {
        "basis": "default-rule",
        "effectiveFiscalYear": "2025-26"
      },
      "extraEvents": [
        {
          "date": "2025-04-08T00:00:00.000Z",
          "label": "Board reorganizes Food Services (estimated $71,210 per year from the Cafeteria Fund), noting the department has been \"extending work hours for essential staff, such as the delivery driver and central kitchen team\"",
          "source": {
            "title": "Board Agenda, April 8, 2025 (item 19.1)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/24734"
          }
        }
      ],
      "relatedDocuments": [],
      "recordsToRequest": [
        "Documents showing the budgeted cost of the eliminated part-time Central Kitchen custodian position and the added cost of increasing the delivery driver's hours from 27.5 to 32.5 per week.",
        "Any analysis of the cost savings for the Food Services department from this change."
      ],
      "changes": [
        {
          "date": "2026-10-06T00:00:00.000Z",
          "note": "Added \"What would settle this\": the one record that would show the result."
        }
      ],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-06T00:00:00.000Z",
      "stamp": {
        "label": "Not enough data",
        "status": "cant-tell",
        "explanation": "The Unaudited Actuals show Cafeteria Fund (Fund 13) classified salaries of $721,068.56 in 2024-25 and $834,962.03 in 2025-26. Those totals cover all Food Services classified staff, and the department grew during this time: in April 2025 the board approved added Food Services staffing to expand fresh meal production. Because of that, the totals can't show the effect of this one change. A short comparison from the district of the former custodian position and the driver's added hours would make it possible to share the result.",
        "evidence": [
          {
            "title": "2024-25 Unaudited Actuals (Cafeteria Fund, Expenditures by Object)",
            "url": "https://drive.google.com/file/d/1vlys_p-AiEl4E1K8A7TU-gJ7ytwQaYHD/view",
            "page": 24
          },
          {
            "title": "2025-26 Unaudited Actuals (Cafeteria Fund, Expenditures by Object)",
            "url": "https://drive.google.com/file/d/1k_mY1_qmrIkA2694UcziLogXh5PgRin_/view",
            "page": 24
          },
          {
            "title": "Board Agenda, April 8, 2025 (item 19.1)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/24734"
          }
        ],
        "stampedDate": "2026-10-05T00:00:00.000Z"
      }
    },
    {
      "id": "2024-12-17-educational-services-technician",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2024-12-17-educational-services-technician/",
      "status": "Not enough data",
      "inShort": "Goal: The district saves about $78,736 per year. (plus 1 more goal below) Result: Not enough data. The public reports available don’t yet include the details needed to check this goal.",
      "reviewDate": "2026-09-15",
      "yearlySavingsEstimate": 78736,
      "districtResponseStatus": "Not yet invited",
      "dataGap": {
        "needed": "Costs for the vacant Educational Services Assistant position compared with the new Educational Services Technician position (the district estimated about $78,736 a year in savings).",
        "whereItWouldAppear": "Position control reports, or a short follow-up in a budget update. The Unaudited Actuals show classified salaries only as one district-wide total.",
        "reportType": "position-costs",
        "status": "open",
        "reportTypeLabel": "Position-level cost comparisons"
      },
      "title": "Replace a vacant clerical position with an Educational Services Technician",
      "plainSummary": "After an Educational Services Assistant retired under the 2023 retirement incentive, the district left that position unfilled. The board created a new, more technical Educational Services Technician position and said the change would save about $78,736 a year.",
      "category": "staffing",
      "meeting": {
        "date": "2024-12-17T00:00:00.000Z",
        "agendaItem": "18.3",
        "source": {
          "title": "Board Agenda, December 17, 2024 (item 18.3)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/20719"
        }
      },
      "vote": {
        "result": "approved",
        "ayes": 5,
        "noes": 0,
        "source": {
          "title": "Signed Board Minutes, December 17, 2024",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/22557",
          "page": 18
        }
      },
      "optionsConsidered": [],
      "whoIsAffected": [
        {
          "group": "Educational Services department staff",
          "how": "A vacant Educational Services Assistant position is not refilled; a new Educational Services Technician (classified Range 51) takes on some of its duties plus technical support and data analysis.",
          "source": {
            "title": "Signed Board Minutes, December 17, 2024",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/22557",
            "page": 17
          }
        }
      ],
      "fiscalImpact": {
        "summary": "The district estimated an annual cost savings of approximately $78,736.",
        "source": {
          "title": "Signed Board Minutes, December 17, 2024",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/22557",
          "page": 17
        }
      },
      "promises": [
        {
          "exactQuote": "The estimated fiscal impact will be an annual cost savings of approximately $78,736.",
          "saidBy": "Agenda item 18.3, Fiscal Impact",
          "promisedAmount": {
            "dollars": 78736,
            "period": "per-year"
          },
          "promisedOutcome": "The district saves about $78,736 per year.",
          "howToCheck": "Needs position-level costs: the vacant Educational Services Assistant position compared with the new Technician position. The Unaudited Actuals report classified salaries only as district-wide totals.",
          "source": {
            "title": "Signed Board Minutes, December 17, 2024",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/22557",
            "page": 17
          }
        },
        {
          "exactQuote": "This will result in net budget savings, given the vacant ESA position will not be filled.",
          "saidBy": "Agenda item 18.3, Current Considerations",
          "promisedOutcome": "The vacant Educational Services Assistant position stays unfilled.",
          "source": {
            "title": "Signed Board Minutes, December 17, 2024",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/22557",
            "page": 17
          }
        }
      ],
      "reviewDue": {
        "basis": "default-rule",
        "effectiveFiscalYear": "2025-26"
      },
      "extraEvents": [],
      "relatedDocuments": [
        {
          "title": "Related decision: Retirement incentive offer (December 2023)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/10091"
        }
      ],
      "recordsToRequest": [
        "Position control reports or budget documents showing the budgeted cost of the vacant Educational Services Assistant position and of the Educational Services Technician position for fiscal years 2024-25 and 2025-26.",
        "Any analysis supporting or updating the estimated annual cost savings of approximately $78,736."
      ],
      "changes": [
        {
          "date": "2026-10-06T00:00:00.000Z",
          "note": "Added \"What would settle this\": the one record that would show the result."
        }
      ],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-06T00:00:00.000Z",
      "stamp": {
        "label": "Not enough data",
        "status": "cant-tell",
        "explanation": "The district's standard year-end report, the 2025-26 Unaudited Actuals (approved September 2026), shows general fund classified salaries as one district-wide total ($13,324,024.69), which is normal for this report. Because it doesn't list individual positions, it can't show the estimated $78,736 in yearly savings. A short follow-up from the district on this change would make it possible to share the result.",
        "evidence": [
          {
            "title": "2025-26 Unaudited Actuals (General Fund, Expenditures by Object)",
            "url": "https://drive.google.com/file/d/1k_mY1_qmrIkA2694UcziLogXh5PgRin_/view",
            "page": 4
          }
        ],
        "stampedDate": "2026-10-05T00:00:00.000Z"
      }
    },
    {
      "id": "2025-01-14-sowers-rebuild-schedule-change",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2025-01-14-sowers-rebuild-schedule-change/",
      "status": "Partly met",
      "inShort": "Goal: The rebuild is completed by about May 1, 2025. (plus 1 more goal below) Result: Partly met. Public documents show part of the goal was met, or a result smaller than first estimated.",
      "reviewDate": "2025-05-01",
      "yearlySavingsEstimate": null,
      "districtResponseStatus": "Not yet invited",
      "dataGap": null,
      "title": "Extend the Sowers Middle School rebuild schedule and cover extra contractor costs",
      "plainSummary": "The Sowers Middle School rebuild, awarded in January 2022 with a contract value of $49,704,502 (including a 5% contingency), ran into 181 days of delays from weather, utility work, soil conditions, and other issues. The board approved a $429,751 change order, paid from the project's contingency, and the district set a new expected completion date.",
      "category": "facilities",
      "meeting": {
        "date": "2025-01-14T00:00:00.000Z",
        "agendaItem": "12.4",
        "source": {
          "title": "Board Agenda, January 14, 2025 (item 12.4)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/22187"
        }
      },
      "vote": {
        "result": "approved",
        "ayes": 5,
        "noes": 0,
        "source": {
          "title": "Signed Board Minutes, January 14, 2025 (consent calendar)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/23614",
          "page": 5,
          "note": "Approved as part of the consent calendar."
        }
      },
      "optionsConsidered": [],
      "whoIsAffected": [
        {
          "group": "Sowers Middle School students, families, and staff",
          "how": "The rebuilt campus's completion date moved from the initial November 1, 2024 to an anticipated May 1, 2025.",
          "source": {
            "title": "Board Agenda, January 14, 2025 (item 12.4)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/22187"
          }
        }
      ],
      "fiscalImpact": {
        "summary": "$429,751 taken from the project's contingency to cover 92 days of the contractor's extended overhead. The district said this amount is included within the final guaranteed maximum price.",
        "source": {
          "title": "Signed Board Minutes, January 14, 2025 (item 12.4)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/23614",
          "page": 9
        }
      },
      "promises": [
        {
          "exactQuote": "The new completion date for the project is anticipated to be May 1, 2025.",
          "saidBy": "Agenda item 12.4, Background",
          "promisedOutcome": "The rebuild is completed by about May 1, 2025.",
          "source": {
            "title": "Signed Board Minutes, January 14, 2025 (item 12.4)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/23614",
            "page": 9
          }
        },
        {
          "exactQuote": "The project is still anticipated to return contingency once complete.",
          "saidBy": "Agenda item 12.4, Background",
          "promisedOutcome": "The project finishes under its contract value, so unused contingency goes back to the district.",
          "source": {
            "title": "Signed Board Minutes, January 14, 2025 (item 12.4)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/23614",
            "page": 9
          }
        }
      ],
      "reviewDue": {
        "basis": "district-promised",
        "date": "2025-05-01T00:00:00.000Z",
        "exactQuote": "The new completion date for the project is anticipated to be May 1, 2025.",
        "source": {
          "title": "Signed Board Minutes, January 14, 2025 (item 12.4)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/23614",
          "page": 9
        }
      },
      "extraEvents": [
        {
          "date": "2022-01-18T00:00:00.000Z",
          "label": "Board awards the Sowers rebuild construction contract to Construct 1 One Corporation",
          "source": {
            "title": "Board Agenda, January 14, 2025 (item 12.4, background)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/22187"
          }
        },
        {
          "date": "2025-05-31T00:00:00.000Z",
          "label": "Contractor completes its work, with a final project cost of $49,683,159",
          "source": {
            "title": "Signed Board Minutes, September 9, 2025 (item 12.7)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/30355",
            "page": 12
          }
        },
        {
          "date": "2025-09-09T00:00:00.000Z",
          "label": "Board accepts the work and files a Notice of Completion",
          "source": {
            "title": "Signed Board Minutes, September 9, 2025 (consent calendar, 5-0)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/30355",
            "page": 3
          }
        }
      ],
      "relatedDocuments": [
        {
          "title": "Board Agenda Packet, January 18, 2022 (Sowers rebuild lease-leaseback contracts)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/4260",
          "page": 112
        }
      ],
      "recordsToRequest": [],
      "changes": [],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-05T00:00:00.000Z",
      "stamp": {
        "label": "Partly met",
        "status": "partly-delivered",
        "explanation": "Cost: met. The district reported a final project cost of $49,683,159, which is $21,343 below the $49,704,502 contract value that included the contingency, so some contingency was left unspent, as the district anticipated. Schedule: about a month later than anticipated. The district reported the contractor completed its work as of May 31, 2025, compared with the anticipated May 1, 2025. The board accepted the work and filed a Notice of Completion on September 9, 2025.",
        "evidence": [
          {
            "title": "Signed Board Minutes, September 9, 2025 (item 12.7, Notice of Completion)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/30355",
            "page": 12
          },
          {
            "title": "Signed Board Minutes, January 14, 2025 (item 12.4, contract value and contingency)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/23614",
            "page": 8
          }
        ],
        "stampedDate": "2026-10-05T00:00:00.000Z"
      }
    },
    {
      "id": "2025-10-14-led-lighting-retrofit",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2025-10-14-led-lighting-retrofit/",
      "status": "Not yet due",
      "inShort": "Goal: Energy costs drop by about $105,650 per year. Status: Not yet due. It will be checked against public reports on September 15, 2027.",
      "reviewDate": "2027-09-15",
      "yearlySavingsEstimate": 105650,
      "districtResponseStatus": "Not yet invited",
      "dataGap": null,
      "title": "LED lighting retrofit project",
      "plainSummary": "The board awarded a $1,961,000 contract to PacificWest Energy Solutions to replace fluorescent lighting with LEDs. The district cited a state law (AB 2208) ending the sale of fluorescent bulbs and projected that the project would lower energy costs.",
      "category": "facilities",
      "meeting": {
        "date": "2025-10-14T00:00:00.000Z",
        "agendaItem": "18.1",
        "source": {
          "title": "Board Agenda, October 14, 2025 (item 18.1)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/30063"
        }
      },
      "vote": {
        "result": "approved",
        "ayes": 5,
        "noes": 0,
        "source": {
          "title": "Signed Board Minutes, October 14, 2025",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/31523",
          "page": 20
        }
      },
      "optionsConsidered": [],
      "whoIsAffected": [
        {
          "group": "District schools and facilities",
          "how": "Fluorescent lighting is retrofitted with LED lighting.",
          "source": {
            "title": "Signed Board Minutes, October 14, 2025",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/31523",
            "page": 19
          }
        }
      ],
      "fiscalImpact": {
        "summary": "$1,961,000, funded by the Special Reserve Fund for Capital Projects.",
        "source": {
          "title": "Signed Board Minutes, October 14, 2025",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/31523",
          "page": 20
        }
      },
      "promises": [
        {
          "exactQuote": "It is projected to yield $105,650 annual energy savings and nearly $3 million in total savings over 20 years.",
          "saidBy": "Agenda item 18.1, Background",
          "promisedAmount": {
            "dollars": 105650,
            "period": "per-year"
          },
          "promisedOutcome": "Energy costs drop by about $105,650 per year.",
          "howToCheck": "Compare district electricity costs for a full year before the retrofit with 2026-27, the first full year after it. A district energy or utility report would show this most directly.",
          "source": {
            "title": "Signed Board Minutes, October 14, 2025",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/31523",
            "page": 19
          }
        }
      ],
      "reviewDue": {
        "basis": "default-rule",
        "effectiveFiscalYear": "2026-27"
      },
      "extraEvents": [
        {
          "date": "2026-04-30T00:00:00.000Z",
          "label": "Contractor completes the LED project; final cost $1,961,000",
          "source": {
            "title": "Board Agenda, June 9, 2026 (item 12.1, Notice of Completion)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/38719"
          }
        }
      ],
      "relatedDocuments": [],
      "recordsToRequest": [],
      "changes": [],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-05T00:00:00.000Z",
      "stamp": null
    },
    {
      "id": "2025-11-18-ocean-view-transportation-facility",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2025-11-18-ocean-view-transportation-facility/",
      "status": "Not yet due",
      "inShort": "Goal: Renovations are finished before the 2026-27 school year starts. (plus 1 more goal below) Status: Not yet due. It will be checked against public reports on September 15, 2027.",
      "reviewDate": "2027-09-15",
      "yearlySavingsEstimate": null,
      "districtResponseStatus": "Not yet invited",
      "dataGap": null,
      "title": "Share Ocean View School District's transportation facility",
      "plainSummary": "The board approved a five-year joint use agreement to move HBCSD's transportation department, including bus storage and offices, into Ocean View School District's transportation facility at 8291 Warner Avenue. Instead of paying rent, HBCSD committed $2.5 million to renovate the facility.",
      "category": "transportation",
      "meeting": {
        "date": "2025-11-18T00:00:00.000Z",
        "agendaItem": "17.3",
        "source": {
          "title": "Board Agenda, November 18, 2025 (item 17.3)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/31086"
        }
      },
      "vote": {
        "result": "approved",
        "ayes": 5,
        "noes": 0,
        "source": {
          "title": "Signed Board Minutes, November 18, 2025",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/34376",
          "page": 24
        }
      },
      "optionsConsidered": [],
      "whoIsAffected": [
        {
          "group": "HBCSD Transportation Department",
          "how": "Bus storage and administrative functions move to the shared Ocean View facility.",
          "source": {
            "title": "Signed Board Minutes, November 18, 2025",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/34376",
            "page": 23
          }
        }
      ],
      "fiscalImpact": {
        "summary": "HBCSD will put $2,500,000 in capital funds toward renovating the facility in place of lease payments for the first five years. Shared operating costs (custodial, maintenance, utilities) will be split each year by each district's share of staff at the site.",
        "source": {
          "title": "Signed Board Minutes, November 18, 2025",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/34376",
          "page": 23
        }
      },
      "promises": [
        {
          "exactQuote": "These upgrades will be completed prior to the start of the 2026–27 school year to support HBCSD's operational transition to the site.",
          "saidBy": "Agenda item 17.3, Background",
          "promisedOutcome": "Renovations are finished before the 2026-27 school year starts.",
          "howToCheck": "A Notice of Completion for the facility renovations in a board agenda, with its completion date.",
          "source": {
            "title": "Signed Board Minutes, November 18, 2025",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/34376",
            "page": 23
          }
        },
        {
          "exactQuote": "have collaborated to identify opportunities for joint use of facilities that support operational efficiency and cost savings.",
          "saidBy": "Agenda item 17.3, Background",
          "promisedOutcome": "Sharing the facility saves money compared with HBCSD running its own.",
          "howToCheck": "Transportation operating costs in the 2026-27 Unaudited Actuals, compared with earlier years.",
          "source": {
            "title": "Signed Board Minutes, November 18, 2025",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/34376",
            "page": 23
          }
        }
      ],
      "reviewDue": {
        "basis": "default-rule",
        "effectiveFiscalYear": "2026-27"
      },
      "extraEvents": [
        {
          "date": "2026-05-12T00:00:00.000Z",
          "label": "Board approves buying three relocatable buildings for $15,000 (Fund 40) for transportation offices at the Ocean View site",
          "source": {
            "title": "Board Agenda, May 12, 2026 (item 11.5)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/37789"
          }
        },
        {
          "date": "2026-06-09T00:00:00.000Z",
          "label": "Board ratifies a $2,861,187 asphalt contract covering Eader Elementary, Hawes Elementary, and the OVSD Transportation Facility (the facility's share is not listed separately)",
          "source": {
            "title": "Board Agenda, June 9, 2026 (item 12.2)",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/38719"
          }
        }
      ],
      "relatedDocuments": [],
      "recordsToRequest": [],
      "changes": [],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-05T00:00:00.000Z",
      "stamp": null
    },
    {
      "id": "2026-05-12-strategic-reserve-fund",
      "district": "hbcsd",
      "url": "https://districtreceipts.netlify.app/decisions/2026-05-12-strategic-reserve-fund/",
      "status": "Not yet due",
      "inShort": "Goal: Money is added to Fund 17 from sources like unexpected savings and extra interest earnings, without adding to the general fund's burden. Status: Not yet due. It will be checked against public reports on September 15, 2027.",
      "reviewDate": "2027-09-15",
      "yearlySavingsEstimate": null,
      "districtResponseStatus": "Not yet invited",
      "dataGap": null,
      "title": "Create a strategic reserve fund (Fund 17)",
      "plainSummary": "The board created a Special Reserve Fund for Other Than Capital Outlay (Fund 17) to build a strategic reserve. The district pointed to its status as a community-funded district, which relies mostly on local property taxes, and said the fund would protect against unexpected changes in revenue, costs, or enrollment.",
      "category": "budget-general",
      "meeting": {
        "date": "2026-05-12T00:00:00.000Z",
        "agendaItem": "15.2",
        "source": {
          "title": "Board Agenda, May 12, 2026 (item 15.2)",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/37789"
        }
      },
      "vote": {
        "result": "approved",
        "source": {
          "title": "Signed Board Minutes, May 12, 2026",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/39129",
          "page": 10
        }
      },
      "optionsConsidered": [],
      "whoIsAffected": [],
      "fiscalImpact": {
        "summary": "The district stated there is no fiscal impact from creating the fund.",
        "source": {
          "title": "Signed Board Minutes, May 12, 2026",
          "url": "https://hbcsd.community.diligentoneplatform.com/document/39129",
          "page": 10
        }
      },
      "promises": [
        {
          "exactQuote": "This fund will be used to build a strategic reserve using funding sources that do not place a greater burden on the General fund, including unanticipated cost savings, interest earnings in excess of prior year returns, and the use of other funding outside the General Fund to generate unrestricted income revenue.",
          "saidBy": "Agenda item 15.2, Background",
          "promisedOutcome": "Money is added to Fund 17 from sources like unexpected savings and extra interest earnings, without adding to the general fund's burden.",
          "howToCheck": "Fund 17's balance, and the transfers into it, in the 2026-27 Unaudited Actuals.",
          "source": {
            "title": "Signed Board Minutes, May 12, 2026",
            "url": "https://hbcsd.community.diligentoneplatform.com/document/39129",
            "page": 9
          }
        }
      ],
      "reviewDue": {
        "basis": "default-rule",
        "effectiveFiscalYear": "2026-27"
      },
      "extraEvents": [],
      "relatedDocuments": [
        {
          "title": "2024-25 Unaudited Actuals Presentation, September 9, 2025 (community-funded status explained)",
          "url": "https://drive.google.com/file/d/1_PPrmaexNHnM9lmdwmnR2EOMb3_qvFgf/view",
          "page": 7
        }
      ],
      "recordsToRequest": [],
      "changes": [],
      "corrections": [],
      "addedDate": "2026-10-05T00:00:00.000Z",
      "lastUpdated": "2026-10-05T00:00:00.000Z",
      "stamp": null
    }
  ]
}