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Malibu Unification Negotiations Committee

MUNC Report 03/07/17

Report Slideshow


Memorandum Report - February 2017

Negotiated Terms of Agreement on the Financial Implications of Reorganizing SMMUSD into Two Separate Unified School Districts

Memorandum Report
Appendix A
Appendix B
Appendix C
Appendix D
Appendix E


Negotiations Committee

Committee Meetings
Committee Members
Committee's Purpose
Board of Education's Objectives
Timeline & Backup Documents




MUNC community meetings

For more information >>


Committee Members




The Malibu Unification Negotiations Committee consists of six members, three representing the Santa Monica-Malibu Unified School District (SMMUSD) and a potential Malibu Unified School District (MUSD).  The Board of Education ratified the membership on January 21, 2016.  The members are:




Santa Monica Team

Malibu Team

Tom Larmore Makan Delrahim (out)*
Debbie Mulvaney Laura Rosenthal
Paul Silvern Manel Sweetmore
* Makan Delrahim served until mid-January






Meeting Dates and Agendas

Agendas

Tuesday, April 25, 2017
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda

Tuesday, April 11, 2017
6:00 - 8:00 pm - Note: 6:00pm start time.
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda

Tuesday, April 4, 2017 - MEETING CANCELED -
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda

Tuesday, March 14, 2017
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda

Tuesday, March 7, 2017
5:30 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
MUNC Report Slideshow

Tuesday, February 28, 2017
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, February 21, 2017
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda
Minutes

Thursday, February 16, 2017
7:00 - 9:00 pm
District Office training rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, February 7, 2017
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, January 31, 2017
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda

Tuesday, January 24, 2017
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, January 16, 2017
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda
Minutes

Tuesday, January 10, 2017
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, January 3, 2017
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda

Tuesday, December 20, 2016
Meeting Cancelled

Tuesday, December 13, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda

Tuesday, December 6, 2016
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, November 29, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda
Minutes

Tuesday, November 22, 2016
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, November 15, 2016
Meeting Cancelled

Thursday, November 3, 2016
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Saturday, October 29, 2016
1:00 - 4:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda
Minutes

Tuesday, October 25, 2016
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, October 18, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda

Tuesday, October 4, 2016
1:00 - 3:00 pm
Conference Room in Educational Services Department, 1630 17th Street, Santa Monica, CA 90404
Agenda
Minutes

Thursday, September 27, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda

Tuesday, September 20, 2016
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Thursday, September 13, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda
Minutes

Tuesday, September 6, 2016
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda

Thursday, September 1, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda

Tuesday, August 23, 2016
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, August 16, 2016 Meeting canceled
District Office conference rm: 1651 16th St., Santa Monica, CA 90404

Tuesday, August 9, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda
Minutes

Tuesday, August 2, 2016
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, July 26, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda
Minutes - Draft

Tuesday, July 19, 2016
6:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Thursday, July 14, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda
Minutes
School Services of California Presentation (Video)

Tuesday, June 28, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda
Minutes

Tuesday, June 21, 2016
7:00 - 9:00 pm
District Office conference rm: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, June 14, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda
Minutes

Tuesday, June 7, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda
Minutes

Tuesday, May 31, 2016
7:00 - 9:00 pm
District Office conference room: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, May 24, 2016
7:00 - 9:00 pm
District Office conference room: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Thursday, April 14, 2016 Meeting canceled
See attached.
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda

Tuesday, April 5, 2016
7:00 - 9:00 pm
District Office conference room: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes

Tuesday, March 29, 2016
7:00 - 9:00 pm
Malibu City Hall, 23825 Stuart Ranch Road, Malibu, CA
Agenda
Minutes
Attachment A Minutes

Wednesday, March 16, 2016
7:00 - 9:00 pm
District Office conference room: 1651 16th St., Santa Monica, CA 90404
Agenda

Monday, March 7, 2016 (pre-negotiations meeting)
7:00 - 9:00 pm
District Office conference room: 1651 16th St., Santa Monica, CA 90404
Agenda
Minutes







Committee's Purpose

The purpose of the committee is to engage in negotiations in an effort to resolve financial concerns regarding unification of a separate Malibu Unified School District.  Some of the concerns include, but are not limited to:

  • Payment(s) to be made  to address any significant adverse financial impacts of unification (e.g., by MUSD to SMUSD)  including:
    • Payment amount(s) or formula(e)
    • Payment frequency
  • Allocation of cash in the General Fund Accounts
  • Allocation of cash in the Capital Facilities Fund (e.g., developer fees)
  • Allocation of outstanding bond debt
  • Allocation of unspent bond proceeds
  • Allocation of authorized but unissued bonds
  • Elimination of post-unification liability (e.g., liability to a Santa Monica Unified School District for environmental issues at Malibu schools); and
  • If needed, a mechanism for review and possible alteration of the agreed upon items (e.g., every 5 years or upon the request of either side as a result of a material change in financial conditions)

Board of Education’s Objectives

The SMMUSD Board of Education’s objectives for the negotiations will include, but will not necessarily be limited, to the following:

  • Elimination of any significant adverse financial effects of separation on SMUSD.
  • Allocation of cash in the General Fund Accounts and the Capital Facilities Fund in a manner which is fair to both MUSD and SMUSD considering the sources and uses of cash in the various funds.
  • Allocation of bond debt and authority to issue authorized but unissued bonds in a manner which is fair to both MUSD and SMUSD and establishment of any legal mechanisms which might be required to achieve fairness.
  • Establishment of a mechanism which would permit refinancing of outstanding bonds in order to reduce property tax assessments.
  • Establish a procedure under which agreements on the preceding four items can be revisited on a reasonable schedule.
  • Establishment of a structure under which MUSD assumes responsibility for any remaining remediation of any contamination in Malibu schools and indemnifies SMUSD for any future claims arising from such remediation work or failure to undertake appropriate work.
  • Dismissal of the pending lawsuit against SMMUSD or an enforceable agreement from the plaintiffs that SMUSD will be dismissed from the lawsuit.
  • Receipt by the Board of a legal opinion from a firm selected by the Board with respect to any potential continuing exposure of SMUSD following separation and a conclusion by the Board that any such exposure is reasonable.

Timeline & Backup Documents

  • 9/14/16 - Santa Monica-Malibu Unified School District Reorganization Review and Analysis
    Report Prepared for the Malibu Unification Negotiating Committee by School Services of California

  • 03/01/12 – The Los Angeles County Office of Education (LACOE) presented information regarding the unification process to the Board of Education.

  • 05/03/12 – Staff’s presented fiscal implications to the Board of Education related to a Malibu unification.

  • 07/15/15 – During its annual report to the Board of Education, the Financial Oversight Committee (FOC) presented the fiscal implications to the Board of Education related to a Malibu unification.  During its report, the FOC concluded that the separation of SMMUSD into an MUSD and SMUSD would not cause a substantial negative effect on the fiscal status of a new MUSD or SMUSD.

  • 11/19/15 – Based on new information from the state regarding funding for a separate SMUSD and MUSD, the FOC provided the Board of Education with an update to its July report regarding fiscal implications of a Malibu unification.

  • 12/17/15 – Board of Education approves process for negotiating to resolve financial concerns regarding a separate SMUSD and MUSD.

  • 01/21/16 – Board of Education ratifies the three members representing SMMUSD on the negotiations committee.

  • 06/29/16 - Board of Education extends deadline to September 3, 2016
  • 09/01/16 - Board of Education extends deadline to November 2, 2016
  • 09/01/16 - Board of Education extends deadline to December 31, 2016








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1651 16th Street
Santa Monica, California 90404
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