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Board briefed on Trust Land/TSSA plan review process and June approval timeline
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Summary
Assessment director Julie Lundell walked trustees through the online review app, key checks (goal-measure-action-expenditure alignment), allowable vs. nonallowable expenses and the planned May review window with a June 2 motion to approve Trust Land/TSSA plans.
Julie Lundell, the district assessment director, trained the board on how to review Trust Lands and TSSA plans in the district’s plan app and outlined the timeline for board review and approval.
Lundell said board members should check that goals (for example, reading or math targets), measurements (Acadiance, graduation data, etc.), action steps and listed expenditures align logically and fall within state-allowable categories. She noted commonly allowable items—staffing to reduce class size, paraprofessional support and professional development—and warned members to exclude nonallowable capital items such as furniture and building costs.
Lundell explained the practical steps in the app (select a school, open the 'new goals' view, check the land-trust summary and use the note field for questions) and said each board member will be assigned about 26–27 schools for review in May. The district plans to request a board motion to approve the plans at its June 2 meeting. Lundell and her staff (including John Hyatt) offered to answer questions while board members perform their assigned reviews.
Board members asked whether the state (USBE) reviews plans concurrently; Lundell clarified that USBE reviews after the board acts and that the district includes USBE-required fields in the upload to smooth that later review.
The training concluded with Lundell promising an email with assigned schools, links, guidance on allowable costs, and staff contacts for follow-up questions.

