Brad Saron, superintendent of the Sun Prairie Area School District, and Matt Clark, the district’s director of business and finance, presented Operational Expectation 5 — financial planning — to the Board of Education and submitted supporting artifacts that the district says demonstrate compliance across the required measures.

Matt Clark summarized the monitoring report and situation report linked in the presentation, saying the district "is in full compliance with all 18 operational expectations set by the school board." "We achieved a 100% compliance, meaning that every single measure fully meets the board's expectation," he added, and invited board members to review the linked monitoring report for supporting documentation.

Clark said the documentation supporting OE5 comes from the budget reports presented during the budget cycle, attachments from the annual meeting booklet and the district’s officially adopted 2526 budget. He thanked the business office team for their work, calling the report a team effort and crediting payroll, accounts payable and accounting staff for keeping processes accurate and transparent.

Looking ahead to the 2526 fiscal year, Clark identified three priorities. First, the district will pursue a fully paperless check-preparation process; "Last year, we got to about 60% paperless with our check preps," he said, "and in 2526, our goal is to reach a 100%," which he said would boost efficiency for the business office and school staff who make purchases. Second, district administration and school board members will collaborate to interpret a revised OE5 policy to guide monitoring of the 2526 fiscal year and future budgets. Third, Clark emphasized "future-focused financial planning" to conserve funds and delay the need for another operational referendum, noting the challenge posed by limited state funding: "It's a very tough environment right now financially for districts across the state given the lack of state funding ... biennium budget 0% increase over the next 2 years."

No formal motion or vote was recorded in the presentation. Clark and Saron closed by thanking the board for its support and for listening to the OE5 presentation. The district directed board members to the linked monitoring report and adopted 2526 budget for detailed backup documentation.