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North Adams Schools Will Hire Full-Time Business Administrator

By Tammy DanielsiBerkshires Staff
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NORTH ADAMS, Mass. — The School Committee is ending its attempt to share financial services with another educational entity after just a year.
 
The committee last week voted not to renew its contract with the North Berkshire School Union to share the services of its business manager. Rather, the school district will seek a full-time business administrator effective July 1.
 
"The conditions since we created that initial agreement have changed," Superintendent Barbara Malkas explained to the School Committee at its monthly meeting. "We have been the recipient of several large competitive grants that require not just the grants management coordination for implementation of the grants but also grants management within the business administrative offices."
 
The School Department had run into difficulty last year when its longtime business manager had retired. A management firm was brought in for several months to take over operations until school officials entered the agreement with the neighboring superintendency union. 
 
Carrie Burnett oversees the budgeting and finance office for the Clarksburg, Florida, Monroe, Rowe and Savoy school districts; since last April, she also took over the duties of the North Adams Public Schools as business administrator. 
 
Malkas said the grants management duties would mean hiring someone part-time who would also have to have the same caliber of licensure as the business administrator. It made more sense to hire a full-time person who could handle both elements of the post. 
 
"We are very grateful to the North Berkshire School Union for consideration of this pilot project and partnership with us," the superintendent said. "We just feel at this point it has become untenable for the business office of the North Adams Public Schools."
 
The agreement automatically expires on June 30 unless both entities vote to continue. Malkas said the city is making its intent known now so the superintendency union will have plenty of notice to make its own decisions. She anticipated posting for the business administrator in early spring. 
 
Meanwhile, Burnett continues to be the business administrator until June 30 and has been working on the draft of the fiscal 2020 budget. Malkas said she and Burnett had met with principals and department heads in December to begin crafting the document. According to the  timeline presented to the committee, the plan is to have an initial draft with the governor's budget numbers by the end of January; the second draft in February as more state numbers are released; a review by the finance and facilities committee in March and a final budget by April or May that would also be reviewed by the City Council's Finance Committee.
 
"I'm on schedule as far as the timeline is concerned," Burnett said.
 
School Committee Tara Jacobs said she was hoping the full committee has a chance to provide more input into the budget as it's built. 
 
"The way the structure currently works, we see it when it's presented to the School Committee and it's already pretty well hammered out and finalized," she said. "We really don't get an opportunity for the School Committee to have input into it at all. ... The input is coming from the all the stakeholders except the School Committee."
 
Malkas said preliminary discussions could begin in February but all the committee would have at that point is the governor's budget numbers.
 
"While it is certainly good for input and discussion, it's still very much a moving target until we get further on into the spring and we get a better sense of where the state budget will weigh in," she said.
 
Jacobs said she realized that it is an issue but felt that the committee should be involved earlier in the discussions. "It's one of the few roles we actually have," she said. 
 
Mayor Thomas Bernard thought a fuller discussion would be possible. "I think it's helpful to have an early conversation so we can understand the thought process," he said.
 
The School Committee also approved raising the per-diem salaries of substitutes to better compete with surrounding school districts. 
 
Malkas said the consideration was prompted by the realization that veteran teacher assistants would actually lose money if they substituted for teachers. 
 
"That prompted us to look at a cross-comparison of teacher sub rates," she said. "Most of the districts surrounding us are paying more than what we are offering. ... The principals are having difficulty obtaining and maintaining a sub because if they get a better offer, they're going to go with the best offer. Some of our subs sub in multiple districts."
 
For example, certified retired teachers are paid $75 a day in North Adams but can earn $80 in Mount Greylock Regional or Adams-Cheshire, $90 in the North Berkshire School Union, and $110 in Pittsfield. 
 
The School Committee voted to raise the daily rate $5 to bring it on par with nearby districts for all teacher substitutes; and to raise the teacher aide/para substitute hourly rate from $11.60. 
 
In other business, the committee re-elected Heather Boulger as vice chairman and Karen Bond as secretary. Boulger was not in attendance but Bernard said he had spoken with her before placing her name in nomination. 
 
Bernard appointed Bond, Nicholas Fahey and Tara Jacobs, chairman, to the negotiating committee for professional staff; Boulger, chairman, Ian Bergeron and James Holmes to the negotiating committee for non-professional staff; Bergeron, chairman, Bond and Fahey to the policy committee; Fahey, chairman, Bergeron and Jacobs, finance and facilities committee; and Bond and Holmes to the Endowment Committee. 
 
• The committee voted to enter negotiations with the North Adams Paraprofessional Association.
 
• The committee accepted the gift of $35,000 from the estate of state Rep. Gailanne Cariddi for the Drury High School library. School officials have not yet determined how the funds will be spent. Bernard said he looked forward to seeing how this gift will benefit students for years to come. Jacobs said they should find a way to make it have an impact for as long as possible. 

Tags: business manager,   fiscal 2020,   shared services,   

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Be careful when naming beneficiaries

You might not have thought much about beneficiary designations — but they can play a big role in your estate planning.
 
When you purchase insurance policies and open investment accounts, such as your IRA, you'll be asked to name a beneficiary, and, in some cases, more than one. This might seem easy, especially if you have a spouse and children, but if you experience a major life event, such as a divorce or a death in the family, you may need to make some changes — because beneficiary designations carry a lot of weight under the law.
 
In fact, these designations can supersede the instructions you may have written in your will or living trust, so everyone in your family should know who is expected to get which assets. One significant benefit of having proper beneficiary designations in place is that they may enable beneficiaries to avoid the time-consuming — and possibly expensive — probate process.
 
The beneficiary issue can become complex because not everyone reacts the same way to events such as divorce — some people want their ex-spouses to still receive assets while others don't. Furthermore, not all the states have the same rules about how beneficiary designations are treated after a divorce. And some financial assets are treated differently than others.
 
Here's the big picture: If you've named your spouse as a beneficiary of an IRA, bank or brokerage account, insurance policy, will or trust, this beneficiary designation will automatically be revoked upon divorce in about half the states. So, if you still want your ex-spouse to get these assets, you will need to name them as a non-spouse beneficiary after the divorce. But if you've named your spouse as beneficiary for a 401(k) plan or pension, the designation will remain intact until and unless you change it, regardless of where you live.
 
However, in community property states, couples are generally required to split equally all assets they acquired during their marriage. When couples divorce, the community property laws require they split their assets 50/50, but only those assets they obtained while they lived in that state. If you were to stay in the same community property state throughout your marriage and divorce, the ownership issue is generally straightforward, but if you were to move to or from one of these states, it might change the joint ownership picture.
 
Thus far, we've only talked about beneficiary designation issues surrounding divorce. But if an ex-spouse — or any beneficiary — passes away, the assets will generally pass to a contingent beneficiary — which is why it's important that you name one at the same time you designate the primary beneficiary. Also, it may be appropriate to name a special needs trust as beneficiary for a family member who has special needs or becomes disabled. If this individual were to be the direct beneficiary, any assets passing directly into their hands could affect their eligibility for certain programs.
 
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