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Historical Information

2017-2018 Plan and Exhibits

2016-2017 Plan and Amendments

How much money was in the surplus?

While there has always been some carryover since the inception of Fund 12, as well as some underutilization of the fund, much of that carryover was paid to eligible employees before school year 2012-2013.

In fact, some employees may remember receiving a double payment during school year 2008-2009.

The current surplus was limited to carryover from school years 2012-2013 through 2015-2016.

The estimated surplus, which included the interest earned in the fund, was approximately $9.5 million.

This amount included funds that must be used to pay employee benefit payments associated with Fund 12 payments.

Questions?


For questions related to 301 eligibility or payments, contact Employee Relations at 225-6739.

Addressing the surplus balance in Prop 301 Fund 12

At the December 13, 2016 Governing Board meeting, the board approved the amendment to address to the Performance Pay Fund surplus.

The amendment allows for former eligible employees to return to the classroom in order to participate in the 2016 plan. If you are interested in this, please read 301 Pay for Performance Plan amendment: Important information for former eligible employees.

The board also directed the district to enact a "plan B" at the request of teachers who attended the meeting. Dr. Sánchez agreed with the idea and presented it to the board at the December 13, 2016 meeting. Essentially, if any surplus remains in the fund for the 16-17 school year, a plan will be developed to distribute the money to plan eligible teachers right away. The funds will not roll over into the next plan year.

Background Information

In November 2016, the Joint TEA/TUSD 301 Classroom Site Fund Planning Committee reconvened to address the Performance Pay Fund surplus existing after the current 301 Pay for Performance Plan is fully funded.

The Governing Board has recognized this joint committee, through the Consensus Agreement, as the committee responsible for preparing the 301 Pay for Performance Plan. Upon reconvening, the joint committee sent a survey to all current 301 eligible teachers to rank three 301 surplus payout options developed from suggestions that were made by teachers at the 301 forums that TEA hosted in October.

The current plan must be fully funded since participants have started to attend their PLCs in anticipation of receiving their payment. Based on the survey results, the joint committee prepared and sent the amendment to all 301 eligible teachers for their vote for approval. The amendment could only address the excess that remains after the current plan is paid in full.

The amendment was then sent to eligible teachers for vote. To be adopted, the amendment needed to receive at least 70% vote of approval. The amendment received 73.6% vote of approval, and so the joint committee presented the amendment to the Tucson Unified Governing Board for approval at the December 13, 2016 Governing Board Meeting, during which the board approved the amendment.

For information, read the Approved 301 Amendment to 2016-17 Pay for Performance Plan (In PDF).

Eligibility for the 2016-2017 301 Pay for Performance Plan (Fund 12)

To learn about 301 eligibility requirements, please review the current 301 Pay for Performance Plan (in PDF).

301 Pay for Performance Plan amendment: Important information for former eligible employees

If you worked for Tucson Unified School District during the 2012-2013, 2013-2014, 2014-2015 or 2015-2016 school years and were eligible for a Fund 12 payment under the applicable 301 Pay for Performance Plan, then you can now be hired and placed into a classroom teacher position, subject to district hiring policies and procedures, and you can participate in the 301 Pay for Performance Plan for 2016-2017.More

Presentation to the Governing Board on Developing the Amendment

Information relevant to the surplus balance in Fund 12


Presentation from CFO Karla Soto on November 17, 2016 | Presentation Slideshow (in PDF)


Presentation from Joint Committee Co-Chair Richard Foster, Senior Director of Curriculum Deployment and Professional Development on November 17, 2016 | Presentation Slideshow (in PDF)


Presentation from General Counsel Todd Jaeger on November 17, 2016 | Presentation Slideshow (in PDF)

Frequently Asked Questions for the Pay for Performance Plan

301 FAQs

Q. How much money will I receive for the 2018-2019 301 Plan year?
A. The total possible payment amount is $2,670.  Funds are made in two payments:  The first payment is $1,780 prorated based on your FTE allocation.  The second payment will be up to $890 based on evaluation classification and prorated per FTE allocation.

Q. What are the Teacher evaluation scores for the 2018-2019 301 Plan year?
A. Ineffective (46 points or fewer)
Developing (47-60 points)
Effective (61-78 points)
Highly Effective (79-100 points)

Q. When can I expect the money for the 2018-2019 school year?
A. The first payment is scheduled to be paid in May, 2019 and the second payment is scheduled to be paid in June, 2019.  An email will be sent to all eligible employees no later than April 15, 2019 setting forth the exact dates.

Q. Who is eligible for 301 Pay for Performance monies?
A.  Certified Employees who are placed on TDR-A salary schedule in the 2018-2019 TUSD/TEA Consensus Agreement and Master Teachers (excluding Child Find staff).

Q. I know I am eligible, but what do I need to do to ensure I receive the money?  Any changes?
A. As in previous year, if eligible, the first payment is based solely on completion of (7) hours of PLC work.  Employees are responsible for signing in to each PLC attended.  The second payment is based on your evaluation scores.  Employees need to ensure that evaluations are reviewed and signed off on.  Updates to the 301 Plan are solely based on dates and amounts.   

Q. In 2017-18 SY, "grandfathered employees" were eligible to receive 301 monies.  Why are they not included in this year's plan? What about people new to TDR-B?
A. In January, 2018, the TUSD Internal Auditor conducted an analysis of the 301 Plan.  Based on the Audit, TUSD was advised to discontinue the "Grandfather List".  Based on legal advice, there does not appear to be an avenue to utilize these funds for individuals who are not on the TDR-A salary schedule or who are not coded as instruction. With that, 301 monies cannot be used to pay National Board stipends for individuals not on TDR-A.

Q. Is there anything that can be done to have this money be tax-free or not subject to ASRS.
A. Unfortunately, no. However, you can adjust your tax withholding prior to disbursement. Look for "Tax Withholding Forms" under Employee Resources in the iVisions Web Portal. Tucson Unified School District #1 does not give legal or tax advice so you should consult with your tax advisor to review your particular circumstances. Tucson Unified School District #1 does not assume responsibility or liability for decisions based on use of the withholding forms process, as numerous factors can affect the actual outcome.  For additional questions, please contact the Payroll department at Payroll@tusd1.org.

Q. Can the money be disbursed in one lump sum? Can the money get spread out throughout the year?
A. We try to get the monies distributed as soon as possible.  Being that the deadline for PLC (March 7) work comes approximately two months ahead of the evaluation deadline (May 15), we choose not to hold the first payment as we are able to distribute it prior to the close of the school year.  Additionally, we cannot forward monies until all verification is completed.

Q. How much is being retained for appeals?
A. If any funds remain in Fund 12 of the Classroom Site Fund after the Pay for Performance Stipends identified in Article IV are fully paid, TUSD may retain up to 3% to address appeals.  Any money remaining from the 2018-2019 fund in excess of 3% shall be distributed no later than December, 2019.  See Plan for more detail.

Q. I have questions about evaluation components (Bench Marks, Growth Scores, Student Input, Danielson, DIBELS, etc). Who do I contact?
A. Dr. Halley Freitas (Halley.Freitas@tusd1.org) or Michael Moeykens (Michael.Moeykens@tusd1.org). For your convenience, the Teacher Effectiveness Evaluation Model will be posted on the Intranet on the 301 page.

Q. I am concerned my evaluation score is incorrect?
A. For questions related to Evaluation appeals, please contact Human Resources (HRDocs@tusd1.org).

Q. I did not receive my 301 payments.  How do I file an appeal?
A.  To appeal 1st payment-complete Exhibit C "Individual Appeals Form" and include evidence of completion of required PLC work by Monday, April 15, 2019 to Employee Relations.  To appeal the 2nd payment-complete Exhibit F, "Individual Appeals Form-Evaluations" with the required documentation by Friday, June 21, 2019.

Q. Is this a governor's pay increase?
A. No. In 2000, Arizona approved Proposition 301, which created a funding stream using sales tax to increase teacher salaries and to give teachers an opportunity to earn performance pay. Each year, a committee     of teachers and administrators develop a performance pay plan that outlines eligibility and criteria for payment. The plan is subject to ratification of at least 70% of the eligible plan participants and the approval of the    Governing Board. Proposition 301 expires in 2021.

Q. Who is on the 301 Committee?
A. Per the 2017-2018 TUSD/TEA Consensus Agreement, the committee is appointed by TEA and TUSD. Currently, the committee is made up of four principals and 4 educators. The President of TEA and the Director of  Employee Relations facilitate the committee.

Q. I have questions regarding the competitive process for 301-eligibile positions. Who can I contact?
A. Please contact Human Resources (HRDocs@tusd1.org).

Q. I have questions about the 2018-2019 301 Plan. Where can I get information?
A. Please refer to the 301 page on the Intranet, TUSD webpage or contact Employee Relations.

Q. I have read the FAQ and still have questions regarding the 2018-2019 Plan. Who do I contact?
A. Please contact Employee Relations (ER@tusd1.org).