Voluntary Merger Action Plan Strategy/Activity Person(s) Involved Start Date End Date Merger Process Resolution to Board for Action UBESD, UMESD, MESD September 2009 September 2009 Appoint Committee Members Personnel: Michael Lasher* and Colette Blakely, UMESD Mike Sowder and Wendy Simer, UBESD Tammy Parks, MESD Invite Uni-Serv Representatives Governance and Facilities: Mark Mulvihill*, Verneda Wagner and Jack Matlock, UMESD Mike Sowder, Les Balsiger and Jess Roberts, UBESD Tim Labrousse, Gene Bates and Don Bullard, MESD Petition: Mark Mulvihill, Tim Labrousse*, Mike Sowder, Oregon School Boards Association, and legal counsel. Fiscal: Mark Mulvihill, Beth O Hanlon and Denyce Kelly, UMESD Mike Sowder*, Lynn Elliott and Wendy Simer, UBESD Tim Labrousse and Karen Nunn, MESD *Committee Chair September 2009 September 2009 Development of LSP Cost Analysis Beth O Hanlon and Lynn Elliott, UBESD September 2009 October 2009 Committees Meet Personnel: Michael Lasher and Colette Blakely, UMESD Mike Sowder and Wendy Simer, UBESD Tammy Parks, MESD Uni-Serv Representatives Governance and Facilities: Mark Mulvihill, Verneda Wagner and Jack Matlock, UMESD Mike Sowder, Les Balsiger and Jess Roberts, UBESD Tim Labrousse, Gene Bates and Don Bullard, MESD Petition: Mark Mulvihill, Tim Labrousse, Mike Sowder, Oregon School Boards Association, and legal counsel. Fiscal: Mark Mulvihill, Beth O Hanlon and Denyce Kelly, UMESD Mike Sowder, Lynn Elliott and Wendy Simer, UBESD Tim Labrousse and Karen Nunn, MESD October 2009 November 2009
Strategy/Activity Person(s) Involved Start Date End Date Meet with Component Districts and Boards - Share Talking Points - Receive Feedback UBESD, UMESD, MESD October 2009 October 2009 Draft Action Plan to Board UBESD, UMESD, MESD October 2009 October 2009 Develop Options for Narrowing Potential Income Deficit UBESD, UMESD October 2009 November 2009 Meet with Baker County Component Districts MESD October 2009 October 2009 Meet with Union County Component Districts and Board Representatives UMESD November 2009 November 2009 Meet with ODE - Ed Dennis UBESD, UMESD, MESD November 2009 November 2009 Draft Petition to Board UBESD, UMESD, MESD December 2009 December 2009 Boards Act on Resolution to Merge UBESD, UMESD, MESD January 2010 January 2010 Boards Act on Petition UBESD, UMESD, MESD February 2010 February 2010 Petition to ODE UBESD, UMESD, MESD February 19, 2010 February 19, 2010 Public Hearings Held UBESD, UMESD, MESD March 2010 April 2010 ODE Orders the Merge UBESD, UMESD, MESD May 2010 May 2010 Transition Year Begins UBESD, UMESD, MESD June 2010 May 2011 Board Elections for New Board November 2010 November 2010 New ESD Comes into Existence May 2011 May 2011 New Board Adopts Policies July 2011 July 2011
Union-Baker and Umatilla-Morrow Merger Events & Discussions Date July 9, 2009 July 28, 2009 August 11-12, 2009 August 17, 2009 August 19, 2009 August 20, 2009 August 25, 2009 August 25, 2009 August 26, 2009 September 2, 2009 September 9, 2009 September 17, 2009 September 23, 2009 October 6, 2009 October 7, 2009 October 14, 2009 October 14, 2009 October 15, 2009 October 28, 2009 October 29, 2009 November 3, 2009 November 3, 2009 Event/Discussion Lunch meeting between Mark Mulvihill and Mike Sowder to discuss merger possibilities. Meeting between Mark Mulvihill, Mike Sowder, and Jim Mabbott to discuss possible merger. U-M ESD Cabinet retreat with discussion on merger. OAESD Merger Meeting, Northwest Regional ESD. U-M ESD Board Meeting and Discussion with U-B ESD superintendent and board members. U-B ESD Board Meeting and Discussion with U-M ESD superintendent and board members. U-B ESD Staff In-Service, meeting with U-B ESD staff. Meeting with Baker County superintendents to discuss merger. Preparation of Action Plan (U-M ESD, U-B ESD, Malheur ESD). U-M ESD Board Meeting action taken to approve process for merger. U-B Superintendents Meeting with merger discussion. U-BESD Board Meeting action taken to approve process for merger. U-M Superintendents Meeting with merger discussion. U-B Joint School Boards Meeting to discuss merger. U-B Superintendents Meeting with merger discussion. Merger meeting (U-M ESD, U-B ESD, Malheur ESD). U-M ESD Board Meeting action taken to approve action plan. U-BESD Board Meeting action plan presented. U-M Superintendents Meeting with merger discussion. Pre-meeting to U-M ESD OSBA Fall Regional meeting to discuss merger with Board members from member districts. Merger Committee meetings (Personnel, Fiscal, Governance, and Petition). Hermiston Board Meeting to discuss merger with board members.
Union-Baker and Umatilla-Morrow Merger Events & Discussions Date November 4, 2009 November 9, 2009 November 9, 2009 November 9, 2009 November 12, 2009 November 16, 2009 November 18, 2009 November 18, 2009 November 19, 2009 November 30, 2009 December 7, 2009 December 7, 2009 December 9, 2009 December 17, 2009 January 20, 2010 January 21, 2010 January 22, 2010 February 3, 2010 March 5, 2010 April 7, 2010 April 7, 2010 April 8, 2010 Event/Discussion U-B Superintendents Meeting with merger discussion. Athena-Weston Board Meeting to discuss merger with board members. Pendleton Board Meeting to discuss merger with board members. Pine Eagle Board Meeting to discuss merger with board members. Meeting with ODE staff Ed Dennis and Coleen Mileham to discuss merger. Echo Board Meeting to discuss merger with board members. U-M Superintendents Meeting with merger discussion. U-M ESD Board Meeting. U-BESD Board Meeting to discuss merger governance. Union County Superintendents and Board members to discuss merger and U-M ESD services. Merger Committee meetings (Personnel, Fiscal, Governance, and Petition). U-M ESD Meeting with North Powder District. U-M ESD Board Meeting. U-B ESD Board Meeting. U-M ESD Board approved consolidation. U-B ESD Board approved consolidation. Merger Meeting (U-M ESD, U-B ESD, MESD). U-B ESD Superintendents Meeting, draft Petition presented. Mark Mulvihill met with Ed Dennis and reviewed process and presentation. U-BESD Superintendents Meeting - Discussed merger between UMESD and UBESD. All nine districts signed a letter of support to explore the merger. U-MESD Board Meeting - unanimous vote to proceed with merger with Union-Baker ESD. Umatilla School District Board Meeting to discuss merger with board members.
Union-Baker and Umatilla-Morrow Merger Events & Discussions Date April 9, 2010 April 12, 2010 April 12, 2010 April 12, 2010 April 12-16, 2010 April 12-16, 2010 April 13, 2010 April /14, 2010 April 15, 2010 April 15, 2010 April 19, 2010 April 19, 2010 April 19-23, 2010 April 21, 2010 Event/Discussion Mike Sowder meets with Representative Bentz in Ontario. Pendleton School District Board Meeting to discuss merger with board members. Morrow County School District Board Meeting to discuss merger with board members. Athena-Weston School District Board Meeting to discuss merger with board members. UMESD Local Service Plan Meeting with Baker County school districts to present plan and discuss service delivery. UMESD Special Education Meeting with Baker County school districts to present service delivery model and learn of their current service delivery model. Milton-Freewater School District Board Meeting to discuss merger with board members. U-MESD Board Meeting at Hermiston Education Center to address merger with U-BESD. Mike Sowder in attendance to address merger. Stanfield School District Board Meeting to discuss merger with board members. Helix School District Board Meeting to discuss merger with board members. Ukiah School District Board Meeting to discuss merger with board members. UBESD/UMESD meet with Union County Superintendents regarding service delivery. Merger meeting to discuss new timeline and process. Mark Mulvihill conducts telephone conference with Representative Greg Smith. U-BESD Board Meeting to address merger with U-MESD. Mark Mulvihill conducts telephone conference with Representative Bob Jenson. Ione School District Board Meeting to discuss merger with board members. Echo School District Board Meeting to discuss merger with board members. UMESD follow-up meetings with Baker County school districts to consolidate information, address issues, and plan for service delivery in anticipation of merger. Pilot Rock School District Board Meeting to discuss merger with board members.
Union-Baker and Umatilla-Morrow Merger Events & Discussions Date April 22, 2010 April 26-30, 2010 April 26- May 11, 2010 May 4, 2010 Event/Discussion Mark Mulvihill conducts telephone conference with Senator David Nelson. UMESD informational dinner meeting in Baker City. Presentation of UMESD s 2010-11 Local Service Plan. UMESD holds additional meetings with Baker County school districts as necessary. Hermiston School District Board Meeting to discuss merger with board members.
ESD Merger Finalization Timeline DATE ACTIVITY COMMENT April - May UBESD will contact Umatilla County Clerk to verify election process and timeline. 5/5/2010 UMESD Board Merger Work Session, 5-7 p.m.; Budget Committee Meeting, 7 p.m. 5/6/2010 UBESD Board acts on Merger Petition. 5/12/2010 UMESD Board acts on Merger Petition. 5/13/2010 Approved/signed petition electronically submitted to ODE. 5/13/2010 ODE staff distributes board packets. 5/20/2010 ESD merger proposal is formally put before the board for a first reading. Mike Sowder and Mark Mulvihill attend ODE Board Meeting to present petition. 5/21-23/2010 ODE will publish first notice in East Oregonian for Umatilla and Morrow counties and Observer and Herald for Union and Baker counties. 5/24-30/2010 ODE will publish second notice in East Oregonian for Umatilla-Morrow counties and Observer and Herald for Union and Baker counties. 5/25/2010 ODE will distribute letters notifying the affected ESD boards of the hearing time and place. 6/8/2010 ODE Hearings - UMESD (9:00 a.m.) and UBESD (2:00 p.m.) 6/9-11/2010 Hearings officer produces a written analysis and recommendation to ODE on the proposal, which ODE will share with the two affected ESDs. 6/14/2010 ODE staff completes write-up of docket item for board meeting. 6/24/2010 ESD merger proposal is formally put before the board for a second reading. State Board hears the hearings report and considers feasibility. Votes on merger. Mike Sowder and UMESD representative will attend ODE Board Meeting to address any questions or concerns. 6/24/2010 ODE orders merger. 6/25/2010 Following order of merger, Board Chair Verneda Wagner, calls a joint meeting of all boards. 6/30/2010 Joint boards meet and establish board zones.
ESD Merger Finalization Timeline DATE ACTIVITY COMMENT By 7/15/2010 UBESD notifies County Clerk in Umatilla County of board zones and calls for special election. 8/24/2010 Last date for candidates to file for board position. If applying to serve on InterMountain ESD Board, 11/2/2010 Elections candidates must file in Umatilla County.