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August 27, 2024

Matthew L. Montgomery, PhD

SUPERINTENDENT’S REPORT

Lake Forest Elementary District 67

Board of Education Meeting

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Tonight’s Report

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02

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Lake Forest Days 2024

Back to School for Staff and Students

Shared Services at 20 Years

2024-2025 Book Talk Series

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1

LAKE FOREST DAYS

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2

BACK TO SCHOOL

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3

SHARED SERVICES REPORT

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Shared Services

Celebrating Two Decades

2024 — The 20^th anniversary of our shared service agreement

2021-2023 — In-depth analysis of the structure, its benefits and challenges

Shared Services Reports — Now provided annually to the Board and Community

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Shared Services�Enhancing our Impact

Technology

Facilities

Safety and

Security

Communications

Teaching and

Learning

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2024 Shared Services Financial Analysis

Cost Structure of Shared Personnel �vs. �Cost per District to Staff Each District Independently

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Methodology

Analysis focused on base salary, pension obligations, and basic health insurance
Cost analysis did not include related expenses such as equipment, supplies, professional development, situational benefits, and other related expenses
Configurations were based on structures of similar educational organizations
Assumptions:

Employees would remain with their employing district if their position was included in the configuration
New positions it would be unlikely to competitively employ part-time employees, as many of the positions are skilled and technical in nature

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Current Shared Services Full-Time Equivalent (FTE) Employees

Buildings & Grounds	2.00
Business Services	12.00
Communications	3.00
Human Resources	3.50
Security	1.00
Special Education	1.00
Superintendent’s Office	2.00
Teaching & Learning	2.00
Technology	12.00
Total	38.50

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Without Shared Services Agreement—48 FTE

Full-Time Equivalent (FTE) Staff per District

Buildings & Grounds	2.00	2.00
Business Services	7.00	7.00
Communications	2.00	2.00
Human Resources	3.00	3.00
Security	1.00	1.00
Special Education	TBD	TBD
Superintendent’s Office	2.00	2.00
Teaching & Learning	0.00	0.00
Technology	6.50	7.50
Total	23.50	24.50

District 115 FTE

District 67 FTE

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The Bottom Line

9.5

$864,884

$4,324,420

$708,276

$3,541,380

D67 & D115 Combined Increase of

Full-Time Equivalent Employees

Increase in Annual Cost to District 115

Increase in Annual Cost to District 67

Impact to the five-year District 115 forecast

Impact to the five-year District 67 forecast

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Shared Services

Additional Cost if Ended Today

Approx. $7.87 million dollars of impact on a combined five-year forecast in personnel costs alone�
Approx. $1,000,000 between both districts in technology equipment, licensing, and infrastructure�
13 other shared contracts would need to be negotiated at smaller economies of scale (typically associated with higher costs)�
D67 would need to acquire additional space

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BOOK TALK SERIES

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BOOK TALK SERIES1

2024-2025