Report 2017-104 Recommendation 2 Responses

Report 2017-104: Montebello Unified School District: County Superintendent Intervention Is Necessary to Address Its Weak Financial Management and Governance (Release Date: November 2017)

Recommendation #2 To: Los Angeles County Office of Education

To ensure that Montebello takes the steps necessary to prevent state intervention and regain its positive financial certification, the county superintendent should assist Montebello in developing a plan to justify its workforce size and cost in terms of its current and projected enrollment, including evaluating the necessity of current staff levels and personnel costs.

Annual Follow-Up Agency Response From October 2019

The District has adjusted their staffing levels in consideration of the ADA levels and monitors staffing levels. The District does not have a position control system in place. They have regular monthly meetings with the district associations and have settled negotiation for 2019/20. The budget reflects the monitoring efforts they have implemented. However, the District resisted assistance by LACOE in developing a workforce plan as presented by fiscal experts assigned to the District. While they have an Interim Assistant Superintendent of Business Services, they continue to have vacancies in a key senior leadership position, Assistant Superintendent of Human Resources. Recruiting for permanent appointments have been stalled by the Personnel Commission and Governing Board.

  • Estimated Completion Date: tbd

California State Auditor's Assessment of Annual Follow-Up Status: Pending

1-Year Agency Response

The district continues to maintain a positive certification. However, due to a lack of key senior management, they have not addressed ongoing staffing and workforce issues. Currently, the district does not have a Chief Business Official or Assistant Superintendent of Human Resources. LACOE has provided additional Fiscal Experts to assist district staff in addressing these issues.

  • Estimated Completion Date: tbd
  • Response Date: December 2018

California State Auditor's Assessment of 1-Year Status: Pending

6-Month Agency Response

The district submitted a Fiscal Stabilization Plan (FSP) to LACOE on September 20, 2017. Not all actions have been implemented at this time. Full implementation will be reviewed at the time of 2018/19 budget submission by July 1, 2018.

  • Estimated Completion Date: July 1, 2018
  • Response Date: May 2018

California State Auditor's Assessment of 6-Month Status: Pending

We have concerns with the fiscal stabilization plan Montebello submitted to LACOE on September 20, 2017. In a November 8, 2017, letter to Montebello, LACOE stated that Montebello's fiscal stabilization plan does not address staffing concerns and does not address staffing issues related to declining enrollment.

60-Day Agency Response

District under the guidance of a Fiscal Advisor who will implement the above recommendations. Will provide information under separate email cover.

  • Estimated Completion Date: June 2018
  • Response Date: January 2018

California State Auditor's Assessment of 60-Day Status: Pending

All Recommendations in 2017-104

Agency responses received are posted verbatim.