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District trainer briefs board on Land Trust plan review, timelines and carryover rules
Summary
District staffer Dr. Wilkie gave an annual training on the Land Trust and school improvement-plan review process, explained board responsibilities for approving goals/measures/actions/budgets, described a web-based app for plan review, and summarized state carryover limits and a voter-approved funding increase effective 2026–27.
Dr. Wilkie, presenting to the Davis County School District Board, gave the board’s annual training on the Land Trust (TSSP/Trust Lands) approval process, the board’s duties in approving school improvement plans, and the timeline for district review and board consideration.
Wilkie told the board the district begins training in October, works with school councils from January through March on goals and budgets, reviews plans and provides feedback in April, posts plans for board review beginning May 6 and plans for board consideration on June 3. He said the board’s approval responsibility focuses on four elements: academic goals, specific action steps to reach goals, measurements to assess progress, and a budget that spends Trust Lands funds on appropriate academic items.
On access, Wilkie said the district has a “Power App” (a web-embedded Microsoft Power Apps link rather than a phone download) that will let board members view every school’s plan online; the official review window begins May 6 when plans are finalized for board review.
Funding details explained during Q&A: Wilkie said state-distributed Land Trust funds are allocated strictly on a per‑pupil formula. He described a state guideline limiting carryover to about 10% of a plan’s budget in most years, with an allowance to carry more when a multiyear plan is documented; the state expects spending to occur for students present in the school during the funding period and monitors multiyear carryover over a roughly three‑year cycle.
A board member asked whether a recent voter-approved change increasing the disbursement percentage from 4% to 5% was reflected in current plans; Wilkie said the increased funding is reflected in the district allotments for the next school year. He said the increase takes effect in the 2026–27 school year and that most Land Trust expenditures in the district historically fund personnel to support instruction.
Wilkie described the district practice of assigning roughly 26–27 schools to each board member for review so every plan has at least two board reviewers and encouraged board members to attend Learning First planning sessions. He also described school peer-review sessions (schools reviewing each other’s goals) and said community council members are invited to the work sessions though daytime scheduling may limit attendance.
No formal board vote was taken on the Land Trust content at the workshop; the presentation was training and informational in advance of the May 6 plan-review period.
