NEW FAQ: IN RESPONSE TO YOUR QUESTIONS

 ★  FIND NEW CONTENT IN GREY TEXT BOXES  ★ 

 Additional bargaining updates are listed chronologically at the bottom of this page - which includes some new content about the fact-finding process. 

NEW 07.10.23 UPDATE

WE HAVE A TENTATIVE AGREEMENT!

SEE FAQ SECTION 1.1 BELOW FOR THE DETAILS!

__________________________

SECTION I

COLLECTIVE BARGAINING DETAILS

1.1 | NEW: Tentative Agreement!

1.2 |  What's Different: A Summary of 2022-23 Negotiations

1.3 | Integrity: Honest &  Accurate Accounting

1.2 | Salary: Comparisons • Priorities • Increases

 1.5 | Staffing: Class sizes • Layoffs • Turnover

__________________________

SECTION II

DISTRICT FINANCIAL DETAILS

2.1 | Funding: Truths & Possibilities

2.2 | New Revenue: COLA & the $1.1 Millions

2.3 |  Attendance & Enrollment: You can help!

2.4 | Expenditures: Line Items & Encroachment

 2.5 | Low Reserves: Why it Matters

★ Key content & questions are indicated with pink text.

NAVIGATING THE FAQ:

This FAQ is organized by content area to allow readers to browse through the material for areas of interest.   (It's too much information for a single sitting).


In reviewing this content, we are hopeful our community remains open to the possibility that:

#1 BVUSD is an exceptional district with great respect for educators, students, and families.
  • District Leaders & BVUSD Trustees are sincere in their efforts to prioritize salaries - as they have done for years.
  • This is why we spend a higher percentage of expenditures on teacher salaries and have the lowest reserves in the county.
  • New "unprecedented" money has allowed BVUSD educators to receive two years of historically high salary increases.
  • Average salaries are commendable when compared to districts that receive (on average) twice our funding



#2 The District agrees that educators deserve better salaries; this does not change our financial realities or the magnitude of our impact.
  • Our desire to increase compensation is necessarily limited by what funding is available
  •  Our efforts to maximize salaries have finite limitations. Consider for example, that both of these statements are true:  (1) We maximize salaries to the greatest extent possible. (2) We have limited funds.
  • The District has limited ability to address the magnitude of systemic problems (like national teacher shortages and national deficiencies in teacher salary).



#3 Our collective inability to come to an agreement is disheartening for all involved, but we cannot agree to proposals that lead to insolvency or detrimental cuts to student programs.
  • BVUSD cannot afford BVTA's current proposals; We can barely afford the current District proposal.
  • The District roots our salary proposals in terms of fiscal responsibility. As it stands, our efforts to maximize compensation barely maintains financial solvency (with reserves just barely above the minimum allowable).



#4 BVUSD remains committed to honest accounting & transparent communication.
  • District Leaders & Trustees have nothing to gain by keeping money from teachers by "hiding" funds or any other furtive practices. 
  • Facts are important - even when they are not in our favor.
  • False counter-messaging has been misleadingly attractive, but inaccurate and sometimes even harmful people. 
  • New "unprecedented" money does not translate to dollar-for-dollar increases in terms of what is available for salary.

SECTION I  •  COLLECTIVE BARGAINING DETAILS


1.1 | Tentative Agreement!

NEW  -  SECTION 1.1 UPDATED 07.10.23

READ THE FULL REPORT HERE 

WITH RECOMMENDATIONS & EACH PARTY'S RESPONSE

See agreement details below and their impact on teacher salaries!

WHAT ARE THE TERMS OF THE TENTATIVE AGREEMENT?

Terms of the Tentative Agreement reflect the neutral Panel Chair's recommendations as follows:

All teachers will receive at least 13.4% in a salary increase:

8% salary increase (effective July 1, 2022)

5% increase (effective July 1, 2023)



*The compounding effect of 8% followed by 5% is 13.4%. This is the minimum salary increase for all teachers. Most (94%) teachers will receive and additional average (automatic per step & column) increase of 2.63% for a total salary increase of over 16%.

HOW DOES THE TENTATIVE AGREEMNET IMPACT TEACHER SALARY?

Most teachers will receive over 16% increase in salary

Most teachers would receive more than a 16% increase to salary (without considering the additional increases to benefits and years of service credit).


100% of teachers will earn at least 13.4% in salary increases; Some members receive more. 

All members will benefit from at least a 13.4% increase as a result of the recommended increases to salary. Some members receive more based upon: the benefits package they have selected and their number of years of service.


94% of teachers will earn an additional 2.63% due to step & column increases

In addition to the terms of this agreement however, almost all (94%) of teachers will receive an additional average increase of 2.63% due to annual step & column increases. Step & column increases occur annually except for a few of our current teachers who are at the maximum step already. 

Without including benefits, and increases to entry step for service credit, the examples below illustrate "retro" checks (to cover 2022-23 increases) and next year's additional salary. 

HOW DOES THE THE INCREASE WORK WITH STEP & COLUMN?

See the examples below as an illustration of how terms of the tentative agreement increase salary in conjunction with step & column increases for a: beginning teacher on the first step & column as well as a top-paid teacher on our final step of the furthest column. 

WHAT'S NEXT?

Importantly, there are still some additional steps before we have a final agreement. 


The District must submit Disclosures to the Sonoma County Office of Education (SCOE) for review, and the agreement must still be fully ratified by BVTA membership and BVUSD Trustees. 


We are anticipating that both teams will agree to the proposal, however it is possible that SCOE will communicate concerns about new multi-year projections - which dip our reserves well below the minimum in the 2024-25 school year.  


As is noted in our statement of concurrence (see full report linked above), the terms of this settlement will require us to make difficult decisions in the 2023-24 school year in order to cut expenditures by nearly $500,000 for 2024-25


While we will feel this impact, we are pleased to find an agreeable resolution for our educators, and we will encourage suggestions from our community, as we grapple with the tough decisions ahead. 

All FAQ content below has been previously shared - prior to the tentative agreement - but is included for reference. 



ADDITIONAL NEW CONTENT IN GREY TEXT BOXES AT BOTTOM OF PAGE:

There is some new content about the Fact-Finding process at the bottom of this page - along with the rest of the chronological updates about negotiations. 


SECTION I  •  COLLECTIVE BARGAINING DETAILS


1.2 | What's Different: A Summary of 2022-23 Negotiations

This year's negotiation sessions have been exceedingly challenging for all involved.

Why is this year so challenging?

In recent years, Sonoma County has earned a reputation across the state for adversarial bargaining. Negotiations have become much more contentious in districts across the county since 2018.  


There seems to be a new trend across the county with a couple key changes: 



#1. A New Model

Until this year, BVUSD was one of a couple districts in the county to negotiate using Interest-Based Bargaining and without outside representatives at the table. This year's model with more traditional tactics and outside representation has felt more adversarial than collaborative sessions of the past. 




#2. New Outside Influences

We have previously enjoyed a more employee-centered approach without lawyers, professional labor representatives, impasse, mediators assigned by the Public Employment Relations Board, or fact-finding. Previous bargaining sessions were conversations about district decisions - among district employees. 


Since 2018, Sonoma county has seen a significant uptick in organized efforts (see the detail below published by CTA)


On the one hand, their efforts are admirable in the quest for improved teacher compensation. On the other hand, there is concern about their tactics in rallying small communities to pressure districts into agreements that outpace what they can afford. 





#3. False messages & harmful personal attacks

Much of this year's broadly circulating assertions have been untrue or misleading. The introduction of false messaging and harmful attacks are both new this year - and we've seen similar messaging introduced in neighboring districts. For some reason, unsubstantiated personal attacks are now part of the process. 




The Consequence

Sonoma County specifically, has also seen some of the consequences when a district faces insolvency - which include significant cuts and even school closures. To be fair, these consequences are not solely attributable to salary agreements, as there are other significant contributing factors like declining enrollment. Still, these are the details districts must grapple with in making decisions about the affordability of compensation increases. BVUSD Trustees and leaders must carefully consider all of these possibilities in making decisions about how to commit funds.


Other tangible consequences across the community include:



If all parties would like to increase teacher salaries, why not have a collaborative conversation about budget decisions that could support an agreement?

Until this year, that is what we have always done, and the entire conversation took less than a couple of hours. 


Last year, for example, we were able to offer a historically high increase. When the District's initial offer wasn't satisfactory to BVTA, we were able to review financial details together and make a decision about how to free up additional dollars. 


We believe the "means" are just important as the "ends" in this conversation. 


This year, District suggestions for this kind of collaboration have been met with a new and unfamiliar reluctance. It has felt like a resistance to collaborate may have led to a counter-productive battle - without movement toward an agreement.


Who should be involved in conversations about the District’s financial details?

We welcome everyoneWe encourage all members of our community to participate, to learn about the budget, and to engage productively.  We hope there remains an openness to understanding some of the details so that we can co-create viable possibilities


We welcome questions: In return, we are hopeful that people suspend conclusions without complete information.  Conversations about compensation are necessarily connected to all other financial details. In the same way that it is inappropriate to draw conclusions about District priorities from single line items, making financially sound decisions require a comprehensive examination of all financial details. 


We welcome honest scrutiny: Audits, oversight, and checks & balances are embedded into all parts of the budget cycle. We support interest in evaluating details within the District’s financial documents. The documents and the practices in place that builds them can be complicated. We welcome questions. 


Why is a one-year agreement better? 

We couldn't have said it better:

CTA recently made the argument that 2022-23 salary agreements are artificially low due to multi-year settlements that occurred before districts had key financial information. This is exactly our point.


We use one-year agreements to maximize what we can offer. 

It's not true that the District's maximum offer was for a 3% increase. 


To be clear, our second offer is an increase in total compensation from our first offer, but we don't think it's a better agreement for teachers. 


In fact, it's a good example of why we don't recommend a multi-year agreement  within the tight constraints of a budget like ours. 


One-year agreements allow us to put everything possible into teacher salaries without compromising our fiscal stability or student programs. 

Anything we negotiate before June for a future fiscal year is based on assumptions because budgets are not finalized until then. If we are forced to create a three-year agreement, we must be conservative in our estimates because we never want to promise funds we may not receive. 

In light of our tight margins, and in support of maximizing teacher salaries, we believe it is in the best interest of teachers that we promise money only after we know what funding is guaranteed. 

What can a “solution-oriented” parent do to help? 

Please continue to stay informed and look for opportunities for community engagement. We believe our community probably has some great ideas. A short list of possibilities at this time includes things like: 

Impact stories are compelling, and we won't dispute that Sonoma County is expensive or that all teachers deserve higher salaries; these truths don't change the dollars we have available. 

SECTION I  •  COLLECTIVE BARGAINING DETAILS


1.3 | Integrity: Honest & Accurate Accounting

Our business manager has earned a reputation for exceptional work, because BVUSD financial management has been consistently sound, timely, and accurate under his care for the last 30 years. 

Why Does BVUSD & BVTA have different information?

Two groups working in good faith may have access to different information, or pull data from documents with different dates. 


Budgets are Fluid

This is one of the consequence of a fluid budget with projections, assumptions, and multiple snapshot reports. 

Also, remember that budgets and actuals serve different purposes. The most reliable figures are found in Actual Reports, but they are finalized well after a budget year is complete. 


Context is Important

Secondly, budget documents require the reader to consider the comprehensive picture. While it is always possible to pull certain details out-of-context to create a specific narrative, it doesn’t make this practice appropriate or accurate. 



False narratives can be compelling, and they are difficult to correct.  

Some assertions seem plausible, and they support the cause, but this does not make them true. Often, assertions are easy to make, but difficult to "un-do." Most of the assertions circulating are false. While simple statements can seem compelling, they are often incomplete or inaccurate. When information is pulled from a budget without context, it can be misleading. It's not uncommon to see tactics from playbooks that have worked at other districts, such as cherry-picking financial figures to manipulate facts and bend the truth. 

Why do budget items sometimes fluctuate dramatically?

By their very natures, both collective bargaining and budgeting are fluid processes. Changes are made to responsibly reflect projected and actual shifts in critical details such as enrollment, funding, programs, and staffing. Changes do not indicate errors or reflect improper practices. Rather, adjustments are a necessary part of a dynamic financial and programmatic planning process. 


As the environment changes, so must the budget, which can create significant shifts in monthly reports and interim reports. Here are a few reasons why:






★  How do I know I can trust the District's financial reports? 

We are subject to outside scrutiny. School district budgets are fully transparent and reviewed regularly by auditors, the public, district trustees, and the county office of education’s fiscal department. Budget approvals and certifications are based upon our ability to meet strict accuracy standards. Criteria include the accuracy and relative stability of: average daily attendance (ADA), enrollment, revenue, expenditures, fund balances, reserve percentages, and even the details of labor agreements. Any substantial change, like BVUSD’s 10% drop in ADA, will undoubtedly result in heightened scrutiny. 


Our audits are clean. Our business manager must substantiate historical, current, and projected figures and explain the methodologies of his assumptions. Additional justifications are required when one-time funds are used for ongoing expenditures. Recent years have been a particularly volatile time with regard to school finance and audit guides, and many district audits resulted in “findings” for an abundance of errors that cost them a lot of money. During this same time, BVUSD has had a two-year streak of audit reports with zero findings, a testament to the diligence of our business manager. 


Labor representatives are not required to demonstrate any understanding of school finance or justify the details of their facts and figures. Our business manager has earned a reputation for exceptional work, because BVUSD financial management has been consistently sound, timely, and accurate under his care for the last 30 years. 


Do District fiscal projections use accurate and standard figures for important details like COLA or staffing levels?

Yes. The District uses an interactive spreadsheet to calculate multi-year projections. Key financial variables are entered to project fiscal health for the current year and three future years. 


Inputs change regularly based upon new information, but always reflect the most current and accurate predictions. 

Labor representatives have criticized District projections for an “overly conservative COLA” and “inflated staffing estimates.” If true, this practice could yield a low bottom line due to lower revenues (a conservative COLA) and higher expenditures (inflating staffing). However, it isn’t true. It is possible that labor representatives are drawing these conclusions because they are looking at outdated documents and reports. 


By definition, variables change. Some early reports used a  5.31% for COLA and no change to staffing, because initially those were the most reasonable assumptions. Since then, however, District multi-year projections (the ones used throughout the negotiations process) have used an 8.22% COLA and a reduction in staffing to reflect the most current enrollment projections. Please note: both COLA and staffing numbers are still unknown, but the variables in our projections are as accurate as possible. 


Is the District over-projecting costs and under-projecting income? 

This is not true. See below.


Do BVUSD Trustees really read and understand our budget details? 

Fiscal oversight is one of the most important roles for any trustee. Not only do BVUSD Trustees prepare for meetings by reviewing all relevant documents in advance, trustees are able to ask questions individually (so as not to violate the Brown Act) throughout the month and collectively during closed-sessions about negotiations. Outside of public board meetings, our trustees regularly ask questions with district staff and further their learning by attending workshops and learning sessions with reputable outside agencies. 


Significantly, two of our longest serving trustees have had careers that required development and administration of governmental budgets. 

Recent message sent to all residents of Bennett Valley accuses Trustees & the Superintendent of creating a crisis.  Similarly, the BVTA/CTA budget presentation opened with the assertion the District leaders do not respect educators.  Are these accusations this true?


We are disappointed in this examples of harmful messaging, but these are misplaced opinions. Unsubstantiated assertions like these can damage careers, relationships, and hard-earned reputations. We are disappointed, and we do not believe our teachers are the messengers of these statements. 





On the other hand, trustees and District leaders have established a history or prioritizing educator salaries given our  low funding. 






Where can we find information per the “Public School Financial Transparency Act?”

There is no such thing as the “Public School Financial Transparency Act” in California, however our financial records are completely accessible to the public. Approved budgets and the companion Local Control Accountability Plan (LCAP) are always publicly posted on the District’s website. It’s important to understand that budgets are necessarily fluid and change daily. These updates are also publicly available and reflected in many financial reports shared every month in public board meetings. These reports include monthly expenditures, monthly transfers, unaudited and audited actuals, audit reports, audit letters, certification of audits, certification of corrective audit actions, 1st and 2nd Interim Reports, Superintendent’s District & Budget Updates, budget drafts, budget Public Hearings, revisions to any conditional budget approvals, resolutions, disclosures of salary agreements with bargaining units, multi-year projections, GANN limit resolutions, budget drafts, disclosure of Ending Fund Balances in excess of minimum reserves, Consolidated Application Data Submissions (fall, winter, and spring), as well as a variety of annually updated expenditure plans. In the 2021-2022 school year, the Superintendent began embedding live links to all budget items within Board Agendas posted monthly on the website. In the 2022-2023 school year, the Superintendent began posting each agenda into monthly Parent Square messages in addition to the website posts. At this time, all financial information is publicly accessible.


Our financial reports ares subject to outside scrutiny & approval. Our audits our clean. 

Our reputation has been built on skill, accuracy, and integrity.

SECTION I  •  COLLECTIVE BARGAINING DETAILS


1.4 | Salary: Comparisons • Priorities • Increases

We receive less funding, and we spend more on teachers. 

What was the dollar amount of the District proposal prior to Fact-Finding? 


This is what it looks like for a beginning, middle, and top paid teacher in the district: 

How do BVUSD salaries compare?

We don't have control over our funding rates, however allocate what we have in a manner that prioritizes teacher salaries. Please see the charts below to see how our funding and our salaries compare. 


It says a lot that as compared to districts across the county, our salaries rank in the middle even when our funding ranks at the bottom. The District continues to maintain our commitment to negotiate in good faith and make incremental gains in narrowing salary disparities within the constraints of our far-below-average funding. 



Note: The argument using "Average Salary" is flawed at best.


Recent slides circulating compare average salary paid. These averages reflect staffing more than actual salary schedules, because amounts paid reflect the credits and experience of current employees. Two districts with the exact same salary schedules can have very different "average salaries" based upon the seniority of employees. 


NOTE: Apples to Oranges Salary Comparisons are Circulating


Give that BVUSD has not settled for 2022-23, it is pretty misleading to compare 2022-23 salaries of other districts against 2021-22 BVUSD salaries without making any note to highlight that discrepancy. 


We have corrected errors in the data circulating below, and updated BVUSD salaries to reflect the District's last 7% increase proposal.

How do BVUSD teacher and administrator salaries compare with other districts? 

While we have fewer dollars, BVUSD continues to pay a greater-than-average percentage of our expenditures toward teacher salaries and one of the county’s lowest expenditure percentages toward administrator salaries. 


How do BVUSD compensation increases compare with other districts?

Last year we provided a greater-than-average total compensation increase (5.25%) as compared to the rest of the county (4.53%). This year’s original proposal of 7% is even higher than the average county increases (5.43%) for 2022-2023.


CTA recently complied a list of districts with double-digit increases in 2022-23, but they weren't comparable to BVUSD - and they were scattered all over the state. 


CTA also argued that the 5.43% increase for 2022-23 is artificially low due to multi-year agreements that were settled before districts had information about COLA & funding details. Incidentally, this is precisely the point we have been trying to make against multi-year settlements.


Are double-digit increases common or advised?

This is not true. Please see below:

 

During the fact-finding presentation, CTA mis-interpreted School Services as having advised districts to offer double-digit increases. In response, School Services clarified the that they warned districts of this likely possibility, but they did not support these demands. 


In the same presentation, CTA added a 13.26% COLA to a School Services document. In response, School Services confirmed that statutory COLA in 2022-23 was 6.56%.



We rank at the bottom for funding

we rank in the middle for salaries.

SECTION I  •  COLLECTIVE BARGAINING DETAILS


1.5 | Staffing: Class Sizes & Turnover

Staffing is our most significant cost. Therefore, staffing decisions have the greatest impact on our expenditures - especially in determining affordable compensation increases. 


It's hard to 'nickel and dime' enough other expenditures to come anywhere close to staffing costs. 

Is it true that we lost 25% of BVUSD teachers this year because of salary?

No, neither the percentage or the reason is accurate. BVTA is reporting that 9 of our teachers have left because of salary.

With 53 (non-management) certificated educators in 2022-23, 9 represents 17%. This is significant for two reasons:



Just as importantly however, BVUSD educators leave for a variety of reasons. Only one unit member leaving in 2023 reported salary as a reason. Conversely, educators have identified legitimate and typical reasons for their departure that include: retirement, unpaid leaves from education (and employment altogether), and promotions to non-teaching positions. Additional reasons have been shared (unrelated to salary), but we are respecting for privacy.


And finally, we don't disagree that there is a county, state, and national problem. But we do disagree that BVUSD is the source of the problem. 


How are teachers selected to teach grade-level combination classes? Do they get additional compensation? 

The process for appointing teachers to combination classes is something defined in the BVTA collective bargaining agreement. BVTA had previously defined a process that assigns combination class positions to the teacher with the lowest seniority. Current district leadership identified this practice as problematic and met with BVTA leadership to confirm a shared understanding prior to notifying any teachers of their assignment. The team felt it was important to follow the language as currently written. The consequence is that (unless another experienced teacher is interested in the position) the teacher with the lowest seniority does not have the option to opt out of such an assignment. The District is interested in revisiting the existing contract language.


It’s important to understand that for the purposes of sound financial planning, districts cannot determine staffing on a grade-level by grade-level basis. Staffing is necessarily determined by total district enrollment figures. Sometimes this means that certain grade levels benefit from smaller class sizes while others have slightly larger class sizes. Generally these variations move through the district as common practice. Sometimes (and this is particularly true with finances are tight) class sizes are either a little too high, or a little too low to be staffed with round (whole) numbers. Depending upon finances, it is occasionally possible to slightly overstaff a grade level (leading to smaller class sizes, but deficit spending). It is not financially responsible to overstaff by default, and sometimes tough decisions are necessary. Even if we just slightly overstaff a couple of grade levels, the financial impact is significant at about $145,000 (inclusive of certificated salary & benefits, classroom operation expenses like electricity, and classroom paraprofessional support salary & benefits) of deficit spending per grade level. The two combination classes planned for 2023-24 saves almost $300,000 that can be used toward teacher compensation. We understand that BVTA would assert that this amount ($300,000) translates to a 6% salary increase, but District calculations estimate this to be about 3.8%. Either way, that is a significant amount of money. 


All compensation must be bargained with BVTA. District leadership is interested in offering additional compensation, but cannot do so without agreement from BVTA teachers.

Are class sizes increasing significantly at BVUSD?

No. We have enjoyed slightly smaller class sizes for a few years, but this has led to fiscal consequences (deficit spending) that we must correct. 


Per recent, publicly shared enrollment reports, Yulupa & Strawberry class size averages were 21.4 and 24.8 in 2022-23 respectively, and are projected to be 22.1 and 26.9 in 2023-24. Keep in mind that while it varies significantly from year to year, we typically experience a net loss to enrollment over the summer leading to class sizes that are lower than summer projections. 


For additional context, our projected class sizes are on par with average class sizes over the last 10 years in this district. There have been some years with slightly lower averages, but there have many years with higher averages. Consider for example that while a few years have been lower, Strawberry’s class sizes are  projected at 26.9 for the 2023-24 school year, but 5 of the last 10 years have had projects between 28 and 31. 

We have no current teaching vacancies, and we have not lost 25% of our teachers.

SECTION II: 

DISTRICT FINANCIAL DETAILS

SECTION II  •  DISTRICT FINANCIAL DETAILS



2.1 | Funding: Truths & Possibilities

Comparing our funding to other districts is part of the same conversation that compares our salaries to other districts.

Why does the District focus attention on their funding relative to other districts? 

To the extent BVUSD salaries are compared to other districts, a comprehensive understanding of funding is important. 


Each expenditure must be considered in terms of the money that is available. 


Why is BVUSD the lowest-funded district in Santa Rosa (and almost all of county)?

This is a bit of an oversimplification, but there are two basic funding models for public schools in California: 

(1) Local Control Funding Formula (LCFF) and 

(2) Community-Funded (also known as “Basic Aid). 


Like most districts, BVUSD is LCFF-funded. 




LCFF funding is largely based upon the following key factors:  


See the graphic below for a comparison for funding disparities across California school districts. 





It’s important to understand that BVUSD has a UPP of about 27% earning some Supplemental Funding, but no Concentration Add-On. The consequence is that our funding rate is about 50% of the average funding rates across the county. 


It’s also important to understand that districts under the 55% threshold must exclusively use the additional dollars on the students who generate the additional funding. This is not the case for districts with more than 55% UPP. These districts have flexibility to use the dollars across the district (provided they provide increased/improved services for the students generating the add-on dollars).


Even in a comparison group of the 8 lowest-funded districts in the county, we receive $2,000 less per student. 






Compared to Sonoma County Districts, BVUSD receive 53% of the funding

This is significant in considering that our salaries are average. 

Has anything changed with the 2023-24 Education Budget Details?

A deal was finally reached late on June 26, 2023. Here are the K-12 education highlights, and the impacts of these changes on BVUSD:






Can we switch to a different funding source or formula? 

Not really -  unless we were to stop accepting students from other districts through Inter-district Transfers (IDTs). To be clear, we don’t think it’s a good idea, and we are not planning to move in that direction, but doing so would allow the district to be Community-Funded (like Kenwood). 


Community-funded districts keep property tax revenue in excess of funding amounts provided through the LCFF. Our enrollment would decline significantly (by about half), but Community-funded districts do not earn money on a per-pupil basis. Community-funding districts receive a flat rate and therefore, from a strictly financial sense, lower enrollment is actually preferable. 


Note: We are not suggesting this as a likely possibility. Importantly, if we did pursue this option, it would not impact any students currently attending the district on an IDT agreement. 

What is the District doing to improve funding? 

The District began conversations about possible revenue enhancements in the fall (see the next question for examples), but each of the possibilities are significant projects that take time, collaboration, and money to get going. These conversations will continue and will likely require community involvement, so stay tuned....


The following notes are a little overly-simplistic, but are relevant considerations in this conversation:


 #1: Districts do not determine funding rates. 

 #2: Universal increases (like COLA) don't help us close the gap.

 #3: BVUSD is a small district with limited capacity; we could use help. 

 #4: There are better ways to tackle this problem. 


#1 | Districts do not determine funding rates.  

LCFF allocations are calculated at the state level. The state has a formula that allocates funding to districts based upon what the state believes is needed to effectively educate students on a per pupil basis. In an effort to realize more equitable outcomes, districts receive additional funding for students categorized as having additional needs. These groups of students form what is called a Unduplicated Pupil Percentage (UPP), and districts receive additional dollars based on their UPP. BVUSD has a relatively low UPP, and therefore does not benefit from additional funding; we only receive the state minimum. 


 #2 | Universal increases (like COLA) don’t help us close the gap. 

There are a lot of reasons it is not accurate to assert COLA determines what is affordable for salaries (see the next question for an example), but it’s also important to understand that COLA increases are applied universally. 


This means that when we get a 10% increase, so do the districts around us. When possible, we try to offer a little more than surrounding districts to compensate for the gap, but there are limits. This makes it all the harder for us to close gaps. In this sense, when funding rates increase via LCFF, it helps our bottom line, but it doesn’t help us become more competitive in a comparative/relative sense. 


#3 | BVUSD is a small district with limited capacity; we could use help. 


Limited staff capacity

Contrary to current assertions that our District Office is over-staffed, BVUSD has an exceptionally small number of employees in our district office as measured by percentage of overall employees and as compared to our total enrollment. One of the reasons our administrative expenditures are so low compared to other districts, is because BVUSD leaders assume multiple roles & positions that are carried out with teams of people in other districts. Current contexts (both locally driven and new state mandates) have become a very real barrier to our ability take on new projects. We are hopeful that we can return to this important work soon. 


Major shifts require significant support & lobbying

A change to the model or a standardized statewide salary schedule would be wonderful. Towards this end District leaders and trustees advocate through letters and meetings with state politicians, but a little district like BVUSD has limited impact. On the other hand, we would be very interested in collaborating with powerful labor groups like the California Teachers Association (CTA) to engage in political action. Labor groups like CTA in tandem with many districts, have far greater influence than any single district. 


#4 | There may be better ways to tackle this problem - like working together. 


Working together to address the root of the cause (i.e., districts do not receive enough funding to sufficiently compensate teachers) would be more impactful, more sustainable, and more efficient than creating conflict in individual districts. 


Educational leaders across the state are growing concerned that the new trend that pits powerful labor groups against individual districts could lead to an unsustainable situation for all. Fiscal experts paying attention to Sonoma County specifically, are describing the current reality as a "house of cards." 


At the same time, CTA has done an excellent job in noting that teacher salaries are a problem across the county, the state, and the nation (see below).  We don't disagree that salaries should be higher, but if this is a county, state, and national concern, perhaps there is a more appropriate source and target for this problem than individual school districts and their communities.


What are some of the possibilities for BVUSD revenue enhancements?

BVUSD has great interest in pursuing possible revenue enhancements. To do so, we will need help from our entire community. The good news is that there appears to be some shared interest in this. 


Below are a handful of preliminary possibilities. Each comes with limitations and risks, so it is vital that we all have a shared understanding of what we may have to give up to increase funding. 


IMPORTANT

Please understand that the following quick summaries are not intended to present comprehensive evaluations - or communicate any District position or preference. These are quick, over-simplified summaries for the purposes of sharing possibilities. 



Anticipated Gains


Possible Constraints




Important note: there is no indication that this is a direction BVUSD is pursuing, but if it did, current IDTs would not be impacted. 


Anticipated Gains


Possible Constraints




Anticipated Gains


Possible Constraints




Anticipated Gains


Possible Constraints




Anticipated Gains


Possible Constraints




*This option is the quickest to execute and has almost no risk or consequence outside the need for help. See additional information below. 


Anticipated Gains


Possible Constraints

Our average salaries should be considered within the important context that:

Bennett Valley receives 66% of the per-pupil funding in Santa Rosa Districts and only 53% of funding across Sonoma County

SECTION II  •  DISTRICT FINANCIAL DETAILS


2.2 | New Revenue: COLA & the $1.1 Million

Any compensation agreement that exceeds the Districts most recent offer (7% for 2022-23 and 3% for 2023-24) is certain to bring big cuts to important people and student programs.


What is the truth about the $1.1 million in new district money?

The $1.1 in new, ongoing revenue has to cover all increased costs including increased: pension contributions, step & column salary increases, prior year deficits, and the special education encroachment. Those few non-discretionary costs alone absorb all but about $30,000 of the original $1.1M.


BVUSD has received new money, but we reject the false claim that anything close to $1.1 million is available for salary. 


CTA has been established this false claim early on during negotiations. Despite our best efforts, it continues to appear in their propaganda.  See below: 



Please consider the following clarifications:






The argument that BVUSD has $1.1 million in new money for salaries continues to circulate despite substantial evidence to the contrary. 


Please consider the following: 







In 2022-23, primary non-discretionary cost increases total *$1,074,915.  


Importantly, the most significant increases in non-discretionary costs, are already allocated to compensation.


See details below: 




With $1,074,915 in new, non-discretionary cost increases, BVTA’s $1,102,881 figure is reduced to $27,966


Keep in mind that the increased expenditures above are far from the only increasing operating costs for the district, and it doesn't address anything with regard to "learning recovery."




See the graphic below.


 

Can the District afford an 11% and a 9% increase (in addition to the benefits increases) proposed?


We cannot afford these proposals without insolvency or detrimental cuts to people and student programs.  


In truth, we can barely afford our last offer at 7% and 3%:


Please see the slides below for clarifications::





We do not have the ability to pay, and we do not have healthy reserves. 







Now, take a look at what happens to our reserves if we accepted the BVTA proposal. 

The District enters insolvency by by 2023-24, and we would be looking at impossible deficits by 2025-26. 



This figure shows the significant deficit in our ending fund balance (of negative 20%) with the BVTA proposal. See section 2.5 for more information about reserves and this graphic. 

What about COLA? Doesn't that cover BVTA proposals? Isn't that what COLA is meant for? 

A convincing (but inaccurate) argument is circulating that the District can afford more than it says. These assertions may confirm what some want to believe is true, but this doesn't make it fact. 


COLA increases have been repeatedly used to establish a false baseline for affordable salary increases. In truth: 

COLA increases do not result in dollar-for-dollar revenue increases.

For example, a 10% COLA does not means a 10% increase to our bottom line.



The key point here is that Cost-of-living adjustments (COLA) increases are funded on a per student basis.  In other words, fewer students means fewer dollars.


(see graphic below for an example)


If trends do not reverse, our declining enrollment and attendance will negate any projected increases from COLA.  Rising operational costs and unfunded program mandates also eat at this money. 


As our Unaudited Actuals reveal, a high COLA doesn't translate to the increase (if any) increase to our bottom line.  


In summary:



It is reasonable to assume COLA increases result in dollar-for-dollar revenue increases, but it's not true. 

SECTION II  •  DISTRICT FINANCIAL DETAILS


2.3 | Attendance & Enrollment: You can help!

Attendance-based funding is unusually complicated right now, but improving attendance rates is a primary goal for Bennett Valley in 2023-24. We can use your help!

Is enrollment really declining?

Yes. We were able to accept enough Inter-District Transfers (IDTs) to come close to stabilizing our overall enrollment for the upcoming year, but most notably, projections are down by:


To understand the impact of small declines, stable enrollment, or even small gains in enrollment, it is important to understand that we have been benefiting from pandemic-related funding adjustments since 2019-2020. In order to understand the real impact of declining enrollment, it is necessary to:

As is written in our recently-approved budget, public schools are the only agencies that receive income based on the attendance of the population they serve (versus the enrollment). Cities and counties for example, do not receive increases or decreases in their revenue based upon the number of citizens moving in or out of their community. This is significant, because we have to staff and build programs based upon enrollment - not attendance. 



(1) Enrollment vs Attendance vs ADA

Enrollment is important, but ADA is the figure that generates funding

(2) Recent Attendance-Based Funding Modifications

(3) Pre-Pandemic Enrollment & Attendance

What can be done to improve attendance?

This has surfaced as a priority for the upcoming school year. Admittedly, efforts to encourage attendance were purposefully muted for a few years during the pandemic. This year, we noticed that more attention is needed in the area of attendance, as our attendance rates dropped about four percentage points. We will be establishing an improvement plan over the summer and implementing new practices for the upcoming year. 


Please continue to stay informed and look for opportunities for community engagement. We believe our community probably has some great ideas. A short list of possibilities at this time includes things like: 








With so many IDTs, can’t BVUSD make up for declining enrollment by recruiting more families from outside our district boundaries? 

To some extent, we have done this already, and we intend to bolster attendance and enrollment efforts in the 2023-24 school year. 


With regard to enrollment numbers, BVUSD has declined at a slower rate than most districts in the county, but Sonoma County has one of the highest rates of declining enrollment (currently ranked #4) in the state of California. 


Even aggressive enrollment campaigns will have limited impact against the 17% decline in enrollment projected across Sonoma County by 2031. 


These details are not offered as an excuse, but to establish reasonable expectations. 

Is the District turning away IDTs?

Absolutely not, but that doesn't mean we guarantee enrollment to every family who applies. 


Families don't enroll in tidy groups that make full classrooms. 


Grade levels and special programs have capacity limits. Once we reach the numbers identified in the board-approved Capacity Resolution, we place IDTs on a waitlist. 


Accepting every registration as it comes is financially irresponsible and not a standard practice in any district.

What is the number of additional students that would make hiring another teacher affordable?

There isn't a perfect answer that is universally accurate, and it's not as simple as calculating the cost of a teacher and comparing it to per-pupil funding. That said, a reasonable estimate without additiona context is between 12 and 15 students.

Help Bennett Valley Union School District establish a positive presence on Social Media to helps us attract and retain families.

SECTION II  •  DISTRICT FINANCIAL DETAILS


2.4 | Expenditures: Line Items & Encroachment

Bennett Valley Union School District has an established history of spending a comparatively high percentage of the General Fund on teacher salaries -  and one of the lowest percentages toward administrator salaries.

Is it true that districts are required to allocate at least 60% of General Fund expenses on classroom salaries and benefits? Does BVUSD meet this requirement?

Yes. Education Code Section 41372 requires an allocation of at least 60% to go exclusively toward salaries and benefits of teachers and paraprofessionals. Please note that this is different than previous figures (35.56%) that are limited to only teacher compensation. 



Does BVUSD meet this requirement?

Not only do we meet this requirement, but we are at the top. BVUSD is proud to rank at the top of the list in terms of the percentage of our resources we allocate to classroom salaries and benefits. We spend a greater percentage than the average for all California elementary districts, all California unified districts, Sonoma county districts, and our comparative districts group. 



Why does the recently adopted budget show a percentage around 59% then? 

The recently adopted budget does not reflect a salary agreement for the 2022-23 or 2023-24 school year. The percentage will exceed 59% as soon as there is a settlement. In fact, BVUSD has a history of spending more than all comparative districts. 


This is an important question that requires some explanation about what defines a “budget.” Although it may seem like semantics, a budget document  is full of assumptions and projections, but it does not reflect what actually occurs with perfect accuracy. Percentages like this one will resolve themselves by the time we close the fiscal year. This is one of many (hundreds of thousands) of important details our Business Manager carefully tracks and is subject to careful auditing and county oversight. 


As an important aside, a budget defines what we intend to spend, but are not appropriate tools for evaluating true revenues and expenditures - which are found in Audited and Unaudited reports of our “Actuals.” This is the same reason we don’t use a budget document to define what a district can afford for any expenses, including conversations around compensation.

Why are a few of the Line Items budgeted at significantly higher amounts than last year’s actuals?  

We are aware of messaging that asserts BVUSD is over-projecting expenses to keep money from teachers. This is 100% false. 


Using the Appropriate Tool: Budget Vs Actuals

First, remember that budgets and actuals serve different purposes. 


Context is Important

Secondly, budget documents require the reader to consider the comprehensive picture. While it is always possible to pull certain details out-of-context to create a specific narrative, it doesn’t make this practice appropriate or accurate. 


Placeholders: Standard Accounting Practices

Thirdly, as a standard accounting practice, money that is earmarked for a specific use can be held in “placeholder” accounts while we determine exactly how it will be spent. This does not mean the District is haphazardly “dumping” money into arbitrary places. In truth, this means funds–especially one-time, categorical dollars–may be collected in one area of the budget for short-term holding. For example, our trustees must approve how we allocate the Expanded Learning Opportunity Program (ELOP) grant funding. Until the details are worked out, we might put ELOP funds (which could be quite large sums) in the 4000s area of the budget under “Supplies.” This is a standard and necessary practice to ensure the money does not appear to be a surplus, when we know it is not available for spending yet. 


False Narratives Flag Restricted Dollars

Finally, the specific cases recently flagged to suggest nefarious District accounting practices include restricted dollars that cannot be used for salary. The increase in the 4000s include categorical one-time dollars. The increases in the 5000s are for special education, in this case our pre-school aged students receiving special education through our Rincon Valley Partnership. 

What is the Special Education Encroachment?

Special education costs always outmatch the funding we receive for the program. When this happens, we have to cover the excess expenses with Local Control Funding Formula (LCFF) dollars. 



The most significant special education expenses are typically:


Padding budget line items to keep dollars from teachers has never been a practice in Bennett Valley, and it's not happening now.

SECTION II  •  DISTRICT FINANCIAL DETAILS


2.5 | Low Reserves: Why it Matters

Bennett Valley Union School District has the lowest (by far) reserves in the county. 

At 4.19% BVUSD 2021-22 reserves were more than 20 percentage points below the average (25%) in California elementary districts.

Is it true that BVUSD has the lowest Ending Fund Balance (reserves) in the county? What is being done to change that? 

This is true


Despite narratives circulating that we can afford much more, our low reserves are due to efforts to fully fund important programs and prioritize compensation for teachers and classrooms. 


Here are important details:


In response to the question about what we are doing to raise our reserves, the answer at the moment, is nothing. We would like to increase them to at least 17% to align with Board Policy and financial expert recommendations, but have been sacrificing these balances for the purposes of compensation. 


Remember that reserves in the recently adopted budget are artificially inflated because we don't have a salary agreement for 2022-23 or 2023-24 yet. 

Is the District trying to build a reserve to avoid increasing salaries?

No. In fact, the opposite is true. 


At under 10%, BVUSD currently has the lowest reserve percentage in the entire county. 


District school boards don’t generally approve budgets with deficit spending and lower-than-average reserves; however, to fund teacher salaries BVUSD trustees have been willing to compromise on the 17% minimum reserve (as required in their own Board Policy 3100, and recommended by the Government Finance Officers Association). 


Fact:  The state requires a minimum balance of 4% for reserves.

Fact:  The statewide average for Elementary Districts in 2021-22 was 25.32%

Fact:  BVUSD has the lowest reserves in the county, and in the entirety of our comparative group. 

Fact:  At 4.19% in 2021-22, our reserves only exceeded the state minimum of 0.19%


Remember that reserves in the recently adopted budget are artificially inflated because we don't have a salary agreement for 2022-23 or 2023-24 yet. 

★  Why do reserves matter when talking about compensation increases?

Districts are required to show that they can meet their financial obligations for the current year and two subsequent years with a 4% reserve in each year (4% covers about two weeks’ worth of payroll and expenditures). 


Throughout the negotiations process, BVUSD enters a variety of possible compensation increases into an interactive multi-year projection tool. The interactive tool assumes operational expenses and essential student programming. Any compensation proposals that result in reserve balances dipping below the minimum 4% are not possible unless we make significant cuts to people and programs.



BVUSD multi-year projection without a salary increase. Without any significant changes (like a compensation increase of any amount), our reserves are currently projected to climb to 20% over the next several years. Take a look at the percentages in the circles indicating District reserve projections of 8%, 14%, 16%, and 18% through 2025-26. Again, these projections assume no salary increase. 



BVUSD multi-year projection with a 7% (2023-24) & 3% (24-25) salary increase. Now, take a look at what happens to the reserves with the District’s original proposal for a 7% increase to total compensation. Our reserves drop, but we’re still able to meet the minimum allowable threshold.



BVTA multi-year projection with a 11% (2023-24) & 9% (24-25) salary increase. Now, take a look at what happens to the reserves with BVTA's proposal for a 11% increase to total compensation. 



Remember that reserves (at 15%, 18% and 21%) in the recently adopted budget are artificially inflated because we don't have a salary agreement for 2022-23 or 2023-24 yet. These will drop to 4%, 6% and 4% with the District's proposal for a 7% increase and a 3% increase.


Is it true that BVUSD is "hiding unrestricted dollars" in Ending Balances?

Absolutely not. CTA recently shared this shocking and erroneous accusation with BVUSD leadership. Their arguments revealed additional misunderstandings about school finance. 



BVUSD is not hiding money by transferring it into restrict funds. 


Rather, as a standard and necessary fiscal practice, unrestricted dollars are transferred to restricted funds to cover non-discretionary restricted costs. These details can be found in Expenditure Reports under "Contributions."


CTA's recent assertion was that BVUSD was making these "unnecessary contributions," to make it appear as if there were fewer unrestricted dollars available, so that the District could keep the money from teachers. This is assuredly false. 


In an effort to underscore the assertion, CTA claimed that dollars transferred were not actually restricted. This is also false. 


BVUSD responded by:

Is it true that reserve percentages in the most recently adopted budget are significantly higher than what the District has been previously reporting?

This is partially true, but context is required


Reserve amounts in the recently adopted budget are artificially inflated because we don't have a salary agreement for 2022-23 or 2023-24 yet. 



Budgets Vs Actuals

It is important to remember that a budget is for planning and is based upon assumptions and incomplete/unknown information and expenditures. For absolute and confirmed figures, Actual reports are more accurate and appropriate. 


2023-24 Budget is Unusual

The recently adopted budget is highly unusual for a couple of reasons:


(1) No Collective Bargaining Agreement: We have not settled yet for 2022-23; therefore, a lot additional dollars are being temporarily held in our ending fund balance. This will resolve itself as soon as there is a settlement.


(2) Tail End of COVID Funds: Final COVID dollars are being held prior to expenditure expiration. In the 2023-24 Adopted Budget, $337,643 have been carried over.


(3) Restricted Placeholder Dollars: This is more common than the previous two reasons, but the 2023-24 Budget has some placeholders for restricted dollars that still require a plan (but unfortunately cannot be used for salaries) 

In an effort to maximize salaries, BVUSD Trustees have been willing to ignore the 17% minimum reserve amount set by their own policy and financial experts.

COLLECTIVE BARGAINING UPDATES BY DATE

NEW: JULY 9, 2023  |  FACT-FINDING UPDATE #2 (of 2)

We received the fact-finding report on Friday, June 30, as submitted by the neutral Panel Chairperson. The purpose of the report is to summarize the Panel Chair’s findings and provide recommendations for a settlement based upon established criteria and the evidence presented during the fact-finding hearing.


Read the full  Fact-finding Report and each party's response here.


Read below, for more details about Fact-Finding:


What was recommended in the June 30, 2023 fact-finding report? 

The Panel Chair’s recommendation includes the following compensation increases.


(A) *13.4% increase in salary as follows:

*The compounding effect of 8% followed by 5% is 13.40%


(B) Health and welfare benefits cap increase by $1,500  (effective July 1, 2023)


(C) Initial years of service credit Increase from 10 to 25 years (effective July 1, 2023)

See graphic below for more.



Are recommendations binding? 

Non-Binding Recommendations

In response to the recommendations, each party submits a statement of concurrence and/or dissension (in part or in full). Recommendations are non-binding. 




What is the response from each party?

The District concurs in full.  BVTA concurs in part and dissents in part.

The District does not necessarily agree with all of the Panel Chair’s findings, and we cannot afford the recommendations which will require tough conversations and $500,000 in cuts.  However we have submitted a statement of concurrence due to our interest in: 


The District understands that BVTA would like to receive a higher increase. It is important to note that the District agrees that teachers deserve more as well. This does not change our financial realities.


Why would a fact-finding hearing result in a recommendation that the District cannot afford? 

The report includes the following statement from the neutral Panel Chair: 

“It is my belief that the District has the discretion to provide necessary funding for salary increases for certificated bargaining unit members as recommended below without jeopardizing its fiscal integrity.”

Additional context is included that explains what the district can afford for BVTA members without consideration of what is affordable for all employees. In an earlier paragraph, the neutral Panel Chair writes: 

The District asserts that it has matched certificated salaries for other employees as a past practice for 30 years. While it is apparent that other non-represented employees deserve to be treated with respect and to be paid a decent salary or wage, it is not fair to the Union for its demands for the salary and benefits for its bargaining unit employees to be determined by the “me too” benefit derived by non-bargaining unit employees.”


The report's salary recommendation acknowledges that the suggested increases are affordable IF we do not offer the increase to other employees and employee groups.

BVUSD is committed to calculating what is affordable in terms of all employees.




How does the recommendation impact teacher salary?

Most Receive over 16% increase in Salary

Most teachers would receive more than a 16% increase to salary (without considering the additional increases to benefits and years of service credit).


100% of teachers will earn at least 13.4% in salary increases; Some members receive more. 

All members will benefit from at least a 13.4% increase as a result of the recommended increases to salary. Some members receive more based upon:


94% of teachers will earn an additional 2.63% due to step & column increases

In addition to the terms of this agreement however, almost all (94%) of teachers will receive an additional average increase of 2.63% due to annual step & column increases. Step & column increases occur annually except for 3 of our current teachers who are at the maximum step already. 


See graphics at top of page

NEW: JUNE 27, 2023  |  FACT-FINDING UPDATE #1 (of 2)

The District and BVTA participated in a fact-finding hearing on Wednesday, June 21. Both parties presented to a three-person panel which included one member appointed by BVTA, one member appointed by the District, and a neutral Chairperson.


Frequently, an agreement can be reached between the parties during fact-finding deliberations. Unfortunately, in our case, we were unable to come to an agreement. 


The District recognizes that BVTA and CTA continue to express that they are "offended" by District compensation proposals. We hope there remains an openness to the possibility that District proposals have consistently represented what is maximally affordable without significant cuts to important people and programs.  


Importantly

any compensation agreement that exceeds the Districts most recent offer (7% for 2022-23 and 3% for 2023-24) is certain to bring big cuts to important people and student programs.


In truth, District proposals have not varied significantly since initial bargaining sessions many months ago, because we have been honest about what is possible. Even within the context of this new and unfamiliar style of bargaining, it has been important to District leaders and Trustees to maximize our offers from the outset.  


We anticipate a fact-finding report, authored by the neutral chairperson, by the end of this week. Shortly thereafter, the report will be available for public review. 


The District remains resolute in our commitment to maintain the integrity of our important priorities: our educators, our students, our community, and our programs.

JUNE 21, 2023  |  FACT-FINDING HEARING

Our fact-finding hearing is set for Wednesday, June 21. The District is sincerely hopeful and interested in reaching an agreement during the process. 

MAY 8, 2023  |  BARGAINING UPDATE

After an inability to reach an agreement during impasse mediation sessions, we were officially released to fact-finding.

BVUSD remains committed to reaching an agreement. 

Our proposal reflects a fair increase within the constraints of what we can afford

Our funding presents real constraints, but we agree teachers deserve more money. 

Our proposals reflect what we can afford without additional cuts to important people and programs.

MAY 4, 2023  |  POST-MEDIATION OFFER

BVUSD presented a post-mediation offer, because fact-finding is expensive in terms of both time and money. 

__________________________

May 4, 2023: District Post-Mediation Offer to Bennett Valley Teachers Association


1. The Term of the Agreement shall be from July 1, 2022 through June 30, 2025. For the reopener year of 2024-25, each party may reopen on salary and health and welfare and up to one (1) additional article of their choosing.


2. For 2022-23:

a. Effective July 1, 2022, the District shall increase all bargaining unit salary schedules by 7%.


3. For 2023-24:

a. The District shall increase all bargaining unit salary schedules by 3%.

b. Effective July 1, 2023, the District agrees to adopt permanently the increased Speech-Language Pathologist salary schedule, as set forth in the May 2022 MOU regarding the same.


4. The above, in addition to all tentative agreements reached prior to this date, shall close negotiations for the 2022-23 and 2023-24 school years.

APRIL 4, 2023  |  BARGAINING UPDATE

Today, BVUSD Trustees and District administration participated in a full day of mediation with the Bennett Valley Union Teachers Association (BVTA). While the session was productive, we were unable to reach an agreement. This means that the District and BVTA continue to be at an impasse with regard to salary negotiations, but we have scheduled another meeting for April 13, 2023. 


We remain optimistic that an agreement can be made that meets our mutual desire for an increase in compensation while maintaining fiscal solvency. 


The District continues to maintain our commitment to negotiate in good faith and make incremental gains in narrowing salary disparities within the constraints of our far-below-average funding. 


We also remain interested in helping our entire community better understand some of the complexities and the inequities of school finance. We are confident that a shared understanding of the details will support our efforts to reach a satisfactory agreement. 


If you have missed the previous communication or have interest in reviewing some of the details, please return to this site dedicated to clarifying some of the information circulating. 


As always, please do not hesitate to contact me with any specific questions or concerns. My email is lexie.cala@bvusd.org.

APRIL 1, 2023  |  LET'S WORK TOGETHER: AN OPEN LETTER TO TEACHERS

April 1, 2023


An Open Letter to Teachers


From:  Lexie Cala, Superintendent

Re: Current State of Teacher Negotiations


It seems like frustration, resentment, and exhaustion have skyrocketed in the last few months, and we’ve lost sight of one of Bennett Valley’s greatest strengths: the way we work together.

I want us to get back on track. I am listening. I agree with you when you say that kind words don’t pay bills, the job is getting more demanding, our extraordinary teachers are our greatest asset, and you deserve more money. 


I really believe we have the same goals, but we definitely don’t seem to have the same information. 


There is a lot of misinformation circulating, and it is driving a wedge into what was previously a cordial and collaborative relationship. 

BVTA prepared a beautiful Opening Statement for negotiations with the goal of presenting “factual information to help guide us in our collaborative process, working together as one team.” Yes! Let's do it! 

How did we get from 'let's collaborate'  to 'let's strike?'


Unfortunately, my fears about including outside representation in a district like Bennett Valley are playing out, but I want to be clear that I’m not bashing CTA. CTA has highly effective strategies to help teachers earn more money. The problem for us, is that their playbook doesn’t differentiate much from district to district. Their approach works well in districts with large financial reserves, misallocated funds, careless spending, dishonest communication, and volatile relationships–but none of those things are at play here.  

I have to assume some of the standard CTA messages might be resonating, because I've shared too many details, and that's not helpful. I understand how a pithy message can be compelling, but over-simplification can quickly turn into disinformation. 

My inclinations toward transparency may have backfired. My documents are dense, and none of you have time to fact-check my data with the links I've provided or scour my detailed spreadsheets. 

Still, it's breaking my heart to see the shift in our energy, the unprecedented levels of stress, the herculean efforts, and the CTA media releases and flyers with misleading details (except the part that BVUSD teachers deserve more money. I absolutely agree with that!).


One of the biggest threats to productive collaboration is information-guarding. Without sufficient and complete information, we're left to connect dots imperfectly.  Since I don’t know exactly what conversations are happening, I’m left to make some assumptions. But based upon what I'm hearing, the questions that are asked during negotiations, and what I've learned about CTA strategies, there is a lot of confusion. 

School finance isn't simple and funding isn't fair, but I can back up every claim we've made as a District team with loyalties to our educators, our students, and our financial stability. 

Questions? Ask me. I love spreadsheets. I love math. And I love our educators, this community,  and this great district. 


While I'm opening the door for any additional questions, I need to clarify a couple things now:


1. Our budget proves we value our teachers.

Although BVUSD receives less money than other districts, we pour all we can into salaries. While we can't match dollar amounts, we are proud of the fact that we spend 35.5% of our budget on teacher salaries- compared to an average of 29.5% across the county. 


2.  Our budget doesn't look like most district budgets.

We earn 54% of the average funding across the county. Our financial situation is not great, but we have to accept that is not reasonable for BVUSD to compete with the highest-funded districts in our county. Revenue this low causes our margins to be tight, our spending to be extra careful, and our reserves are exceptionally low. 

Reserve dollars are significant in salary talks. The average reserve percentage across the California elementary districts is 25%. Without offering any compensation increase this year, our reserve is already under 10%. BVUSD Trustees have been so supportive of teachers that they have been willing to fund increases that violate their own policy to maintain a 17% reserve balance (which is the amount recommended by fiscal analysts).


3. There is no hidden money to “find” in our budget. We’re happy to take you through the budget line by line.

There is no standard definition of “reasonable” with regard to salary proposals, but I can define what it means for BVUSD: Our current proposals reflect what we can afford without any significant cuts to people or programs.




4We do not have an additional $1.1 million dollars in our budget.

The flyer touting $1.1m in “new money” fails to mention the following:




These details matter, and omitting them is dangerous and inaccurate.



5.  A 19% COLA over two years does not equate to a 19% increase to our bottom line.

It’s a reasonable assumption, but it’s false. The cost of living adjustment (COLA) is based on student enrollment and attendance. If trends do not reverse, our declining enrollment and attendance will negate any projected increases from COLA.  Rising operational costs and unfunded program mandates also eat at this money. CTA is asserting otherwise, so if there's any question, please humor me while I revisit my first career as a high school math teacher, and take a look the "The Truth About COLA" graphic.


6. We use one-year agreements to maximize what we can offer. 

It's not true that the District's maximum offer was for a 3% increase. 


To be clear, our second offer is an increase in total compensation from our first offer, but we don't think it's a better agreement for teachers. 


In fact, it's a good example of why we don't recommend a multi-year agreement  within the tight constraints of a budget like ours. 

One-year agreements allow us to put everything possible into teacher salaries without compromising our fiscal stability or student programs. 

I can't confirm it's been messaged to you, but CTA has been known to encourage multi-year settlements under the premise that districts will say "there's no more money" after giving a a sizable one-year increase. If that has been messaged, that is not the case for BVUSD. We are not that district. 

Anything we negotiate before June for a future fiscal year is based on assumptions because budgets are not finalized until then. If we are forced to create a three-year agreement, we must be conservative in our estimates because we never want to promise funds we may not receive. 

In light of our tight margins, and in support of maximizing teacher salaries, we believe it is in the best interest of teachers that we promise money only after we know what funding is guaranteed. 

Truth be told, I wouldn't mind an agreement that allowed us to take a break from negotiations for a couple of years - but I don't think that's good for teachers. 


Let’s Work Together

A few months ago, we were all on the same side, working together to support our students. When I sat down with our BVTA representatives before negotiations began, we had positive conversations, with free-flowing information, based on shared values and mutual interests. We were excited as we prepared to use the collaborative approach we’ve used for years.

People who have been part of the District for far longer than I have shared their surprise and disappointment with the way things have gone. One trustee said, “I have sat on several bargaining tables. Each one is unique, and we have worked through many difficult issues, including salary, typically in less than a day, but we always worked together as trusted colleagues.” 


Imagine for a moment that BVUSD leaders are trustworthy, that we are educators just like you who understand that paying teachers well leads to high-quality education, which is what we have dedicated our professional lives to. 


Take a moment to ask yourselves: what information do you want or need to better understand this whole situation? Whatever it is, I’ll provide it. 

I know you need and deserve a raise, and I want to provide one–we all do: me, the trustees, and other district leaders, some of whom have served here for decades, whose kids attend school here, and who have worked in partnership with you for years. We are all committed to increasing teacher salaries right up to the point where we run out of money. Let’s figure this out together. 

Always in partnership and collaboration,

Lexie

Everything on this page can be substantiated with additional data and documentation. 

Please reach out with any questions, and we will update this page with additional information as necessary.