Comprehensive Plan
1987-1992 Comprehensive Plan
Bartlesville Public School Foundation
March 4, 1987
This plan states the mission, background and goals of the Bartlesville
Public School Foundation. This plan also describes goals and programs
of the Foundation for the 1987-1988 fiscal year and further for the 1988-1992
period.
Mission
The mission of the Foundation is to help the Public School System maximize
the quality of education for the youth of Bartlesville. In order to fulfill
its mission, the foundation solicits and receives both endowment and
current program funds and formulates and administers programs in cooperation
with the school administration. The Foundation operates through its Board
of Trustees and officers and standing and ad hoc committees and with
the assistance and participation of many volunteers and supporters.
Needs and Community Support
The foundation was formed and activated in September 1985 because our community believes that the quality of life in Bartlesville is directly related to the quality of its education system. This is important to the youth of Bartlesville. It is equally important to the future of Bartlesville's economy.
The community recognizes that it is possible to upgrade the quality of education if funds are dedicated to the objective. It is not realistic, however, to anticipate that the State of Oklahoma will provide the required additional funds. Through its endowment, the Foundation will provide a reliable and perpetual source of needed supplemental funds.
The community is providing substantial and extensive support to the Foundation. In 1986 several dozen volunteers dedicated more than 10,000 hours on behalf of the foundation. They designed programs and operating and administrative procedures, raised funds, screened project applications, developed long range plans, explained the Foundation and its programs to the community and performed many other services. They have also assisted other communities in establishing their education foundations.
From the incorporation of the Foundation in September 1985 to February
1, 1987, $442,000 was contributed to the Foundation by more than 500
contributors, with $398,000 placed in the Foundation's permanent
endowment.
Organization
The foundation is an independent corporation currently governed by twenty-one (21) Trustees. It conducts its activities through officers (President, Vice-President, Treasurer and Secretary), and several committees chaired by trustees and which include other members from the community. The committees and their functions are:
- Allocations. Sets standards for applications for grants under the Foundation's programs; receives applications, screens and analyzes them, and then recommends funding or other action to the Trustees. This committee operates in close coordination with school district personnel.
- Fund Raising. Raises funds for current programs and the Foundation's endowment to meet the Foundation's short-term and long-term goals; solicits prospective donors for current and planned gifts through personal contacts mailings, applications and other appropriate means.
- Finance. Prepares the annual budget of the Foundation; performs fact finding and oversight and develops policies for the Board in respect to the following and other areas of financial administration: budgets and forecasts, accounting, banking, audits and investments.
- Public Information. Develops information on the Foundation's programs and activities; prepares reports to the community and donors; operates a speakers bureau; arranges media coverage; prepares brochures, forms and other publications concerning the Foundation.
- Nominating. Proposes nominations for trustee and officer appointments. A slate of officers and new trustees will be presented to the Board for approval annually at the June meeting.
Programs
The Trustees, in coordination and agreement with the Bartlesville School Administration, have developed several programs which carry out the Foundation's mission to help upgrade the quality and excellence of Bartlesville's schools. The Foundation intends to implement the programs to the extent that worthy projects are presented that meet established standards and stay within the limitations of available funds. These programs will be pursued during the 1987-1992 planning period. Other programs will be developed and considered during the period. The programs will be modified and funded by the Foundation based on regular evaluation of their effectiveness in fulfilling the mission of the Foundation.- Grants to Teachers. This program encourages teachers to advance new approaches to teaching and to develop innovative programs which stimulate thought and expand the existing curriculum. Semi-annually teachers present proposals of up to $1,000 per specific project. The Allocations Committee screens and reviews the proposals, then recommends action by the Trustees.
- Professional Growth for Teachers and Site Administrators. Professional growth can be accomplished using a variety of methods. The school system can provide opportunities for exchange of ideas to occur within our district, bringing in outside expertise to assist. It can occur within our district, bringing in outside expertise to assist. It can occur in summer institutes where teachers and administrators are free of classroom responsibilities. It can also be accomplished by supporting our staff in their affiliation with quality national and regional professional organizations and workshops. The training of local cadres to in turn train others within the district has proven also to be an effective technique in professional growth. The use of a combination of these methods can provide options to meet the varying needs of individuals within the framework of our organization and its goals for growth. In respect to site administrators, the emphasis would be to further enhance their instructional and managerial leadership skills. This program would permit site administrators to hone their skills in various identified needs of their building, and potentially be an impetus for a new, improved direction for the district.
- School Site Grants. Individual school site grants allow the staff within each building to identify needs, challenges, and concerns, which are unique to each school, then write a grant proposal requesting funding through the Foundation. The identified areas would, in most cases, reflect various components from the school's statement of philosophy, objectives, five year plan, or the administrator's management goals.
- Endowment for Experts. "Expert in Residence" is a program whereby outstanding and well-known people in many fields would be invited to Bartlesville for in-depth workshops for students and teachers. These workshops would last for a period of time from one day to one week, according to the particular area of expertise, and would provide opportunities that could not possibly otherwise exist. One way to introduce this program would be to allow the Bartlesville Senior High to pilot a program over a period of two years. The program would be integrated into our present classroom structure with classes participating on a cooperative basis among the teachers. The visits of "Experts" would be curriculum related, focused on real issues, and relative to the course goals. Panels made up of faculty, administrators, students, and trustees would select, prioritize, and schedule visitors to meet the curriculum needs of the student body.
- Man and His World Grant - Special Humanities Program for Bartlesville High School Seniors: This program would consist of seven feature programs held monthly during the school year, except September and December, along with follow-up seminars. For each feature program a nationally renowned expert from some field such as philosophy, politics or literature would be invited to speak to seniors. Small group discussion seminars would follow each feature program. Local experts in the appropriate fields would be called upon to lead the discussion seminars. All seniors at Bartlesville High school would be invited to participate in the program.
Planned Funding Levels
The Trustees are confident that specific meritorious proposals for funding will be presented by Bartlesville teachers and administrators in all of the program areas.The trustees believe that these programs should be funded for the 1987-1992 school year as follows:
|
PROGRAM |
Annual Funding 1987-1992 |
Planned Funding 1987 |
| Grants to teachers | $ 25,000 - $ 40, 000 | $ 25,000 |
| Professional Growth for Teachers and Site Administrators | $ 20,000 - 30,000 | $ 20,000 |
| School Site Grants | $ 20,000 - 30,000 | $ 20,000 |
| Endowment for Experts | $ * - 30,000 | $ * - 30,000 |
| Man and His World | $ * - 15,000 | $ * |
| TOTAL | $ 65,000 - $ 150,000 | $ 65,000 |
*Detailed planning only in 1987; Endowment for Experts to be activated
in Fall of 1989; Man and His World to be activated in Fall
of 1988.
If it is necessary to prioritize the projects because of limitations
of funds, the Grants to Teachers Program would receive first priority.
The other programs would be funded or deferred selectively by the Trustees
within the limitations imposed by program planning and
funding availability.
Goals
These are the goals of the Foundation for 1987-1992:- To fund and operate the Foundation's programs and administration at these levels:
| 1987 -1988 | $75,000 |
| 1988 -1989 | $95,000 |
| 1989 -1990 | $129,000 |
| 1990 1991 | $142,000 |
| 1991 -1992 | $160,000 |
To achieve these levels of endowment funds by the start of the Foundation's fiscal years on July 1:
| 1987 | $500,000 |
| 1988 | $700,000 |
| 1989 | $900,000 |
| 1990 | $1,100,000 |
| 1991 | $1,400.000 |
To raise these amounts of non-endowment current program support funds. (These funds would complement the funds available as earnings on the endowment, which is estimated to earn at six percent (6%) per annum):
| 1987 | $20,000 |
| 1988 | $53,000 |
| 1989 | $75,000 |
| 1990 | $76,000 |
| 1991 | $76,000 |
- The actual amount of need for current program funds for 1988 and later years will depend upon the success of endowment fundraising efforts and the earnings on the endowment.
- To receive and fully utilize 10,000 hours per year of volunteer services to administer the Foundation's programs, to raise funds, to publicize the Foundation's activities, organize and operate award ceremonies and other events, and otherwise assist the Foundation.
- To communicate fully and adequately with the Foundation's benefactors, the Bartlesville public, and other interested parties about the Foundation's programs and activities.
- To assure that the organization of the Foundation is adequate to carry out the Foundation's mission and to meet its goals.
- To administer the Foundation's funds and endowment prudently.