OE/P-1
Policy Type: Operational
Expectations/Parameters
Global
Operational Expectation/Parameter
The
CEO shall not cause, allow, or fail to take reasonable measures to prevent any practice,
activity, decision or organizational condition that is unlawful, unethical,
unsafe, disrespectful, imprudent, in violation of
Board policy or endangers the district’s public image or credibility.
Adopted:
Monitoring Method: Internal report
Monitoring Frequency: Annually in __________
OE/P-2
Policy Type: Operational
Expectations/Parameters
Emergency CEO Succession
The CEO shall designate at least one other executive staff member who is familiar with the Board’s governance process and issues of current concern and is capable of assuming CEO responsibilities on an emergency basis.
Adopted:
Monitoring Method: Internal report
Monitoring Frequency: Annually in __________
OE/P-3
Policy Type:
Operational Expectations/Parameters
Treatment of
Stakeholders
The
CEO shall maintain an organizational culture that treats all people, including
parents, citizens, staff and students, with respect, dignity and courtesy.
The CEO will:
1. Manage information in such ways that
confidential information is protected.
2. Maintain processes for the effective
handling of complaints, including timely acknowledgement of the receipt of the
complaint.
3 Maintain
an organizational culture that:
a.
values
individual differences of opinion;
b.
reasonably
includes people in decisions that affect them;
c.
provides
open and honest communication in all written and interpersonal interaction;
d.
focuses
on common achievement of the Board’s Results policies;
e.
maintains an open, responsive and welcoming environment.
The
CEO may not:
1. Permit any form of illegal
discrimination.
Adopted:
Monitoring Method: Internal report
Monitoring Frequency: Annually in _____________
OE/P-4
Policy Type: Operational
Expectations/Parameters
Personnel
Administration
The
CEO shall assure the recruitment, employment, development, evaluation and
compensation of district employees in a manner necessary to enable the district
to achieve its Results policies.
The
CEO will:
1. Make mandatory background inquiries and
checks prior to hiring any paid personnel.
2. Conduct
reasonable background inquires and checks prior to utilizing the services of
any volunteers who have contact with students.
3. Select the most highly qualified and
best-suited candidates for all positions.
3.1 The top three candidates for all
Management positions will be presented to the Board prior to hiring. The Board will be informed of the time, date
and location of interviews involved in the hiring process of these positions
and trustees may observe the interviews for the stated positions at any level.
4. Administer clear personnel rules and
procedures for employees.
5. Provide for timely and effective
handling of complaints and concerns.
6. Maintain
adequate job descriptions for all staff positions.
7. Protect confidential information.
8. Develop
compensation and benefit plans to attract and retain the highest quality
employees by compensating employees consistent with the applicable marketplace,
including but not limited to organizations of comparable size and type, and within available resources.
9. Consistent with the CEO’s own evaluation,
evaluate all employee performance according to their contribution toward
achieving the Board’s Results policies and their compliance with the
Board’s Operational Expectations and Parameters
policies.
OE/P-4
10. Assure
that the evaluation of all instructional and administrative personnel is
designed to:
a.
Improve and support instruction;
b.
Measure and document both excellent
performance and unsatisfactory performance;
c.
Link teacher and administrator
performance with multiple measures of student performance.
11.
Ensure that all staff members
are qualified and trained to perform the responsibilities assigned to them.
12. Maintain
an organizational culture that positively impacts the ability of staff to
responsibly perform their jobs and allows them to work in an environment of
professional support, courtesy, dignity, and respect.
Adopted:
Monitoring Method: Internal report
Monitoring Frequency: Annually in ___________
Policy Type: Operational
Expectations/Parameters
Financial
Planning
The
CEO shall develop and maintain a multi-year financial plan that is related
directly to the Board’s Results
priorities and Operational Expectations/Parameters goals, and that avoids
long-term fiscal jeopardy to the district.
The
CEO will develop a budget that:
1. Is
in a summary format understandable to the Board and presented in a manner that
allows the Board to understand the relationship between the budget and the Results
priorities and any Operational
Expectations/Parameters goals for the year;
2. Credibly describes revenues and
expenditures;
3. Shows the amount spent in each budget
category for the most recently completed fiscal year, the amount budgeted for
each category for the current fiscal year and the amount budgeted for the next
fiscal year;
4. Discloses
budget-planning assumptions;
5. Provides adequate and reasonable budget
support for Board governance priorities;
6. Assures
fiscal soundness in future years;
7. Reflects anticipated changes in employee
compensation, including inflationary adjustments, step increases, performance
increases and benefits.
The
CEO may not develop a budget that:
1.
Plans for the expenditure in any fiscal
year of more funds than are conservatively projected to be available during the
year;
2. Reduces
the projected year-end fund balance to an amount less than 10% of the
expenditures of the current year.
Adopted:
Monitoring Method: Direct Board Inspection
Monitoring Frequency: Annually in ____________
Policy Type:
Operational Expectations/Parameters
The
CEO shall not cause or allow any financial activity or condition that
materially deviates from the budget adopted by the Board, cause or allow any
fiscal condition that is inconsistent with achieving the Board’s Results or meeting any Operational
Expectations/Parameters goals, or place the long-term financial
health of the district in jeopardy.
The
CEO will:
1. Assure that payroll and legitimate debts of
the district are promptly paid when due;
2. Assure
that all purchases are based upon comparative prices of items of similar value,
including consideration of availability, cost, and long-term quality;
3.
Use a competitive bidding procedure in compliance with state bid limits;
4. Coordinate and cooperate with the Board’s
appointed financial auditor for an annual audit of all district funds and
accounts;
5. Make
all reasonable efforts to collect any funds due the district from any source;
6. Keep
complete and accurate financial records by funds and accounts in accordance
with generally recognized principles of governmental accounting;
7. Publish a financial condition statement
annually.
The
CEO may not:
1. Expend more funds than have been
received in the fiscal year unless revenues are made available through other
legal means, including the use of fund balances, the authorized transfer of
funds from reserve funds, and tax anticipation notes;
2. Indebt the organization.
3. Expend monies from reserve funds,
except in the case of a catastrophic emergency.
4. Permanently transfer money from one
fund to another.
5. Allow
any required reports to be overdue or inaccurately filed.
6. Receive, process or disburse funds
under controls that are insufficient under generally accepted accounting
procedures.
7. Accept funds from any organization
using the district’s name for fund-raising unless that organization annually
submits an audited financial statement to the district.