Saucon Valley School District · 2017-06-26 · XI. Presentation of Bills – David Bonenberger A....
Transcript of Saucon Valley School District · 2017-06-26 · XI. Presentation of Bills – David Bonenberger A....
Saucon Valley School District Regular Meeting of the Board of Education
June 27, 2017 – 7 pm High School Audion
Welcome to the meeting of the Saucon Valley School Board. Our objective is to serve the students, parents, and residents of our community. You are an important part of this meeting and we look forward to your questions and comments. We are all here for the same reason. All opinions are welcomed and equally valuable. Our only request is that we address each other with civility and respect. Our courtesy toward each other is the best way to show our students how much we respect them as well. Notice to Public - This is to notify all in attendance at the Saucon Valley School Board meeting that the district is video and audio taping the meeting and the meeting will be posted for public viewing according to district policy.
Agenda
6:30 pm - Executive Session for the purpose of personnel.
I. Call to the Order – Michael Karabin, President, presiding
II. Pledge of Allegiance
III. Recording of Attendance – David Bonenberger, Secretary
IV. Motion to Approve Agenda
V. Announcement of Executive Session – June 27, 2017 – Personnel
VI. Approval of Minutes – June 13, 2017
VII. Recognition
VIII. Presentation
IX. Superintendent’s Report – Dr. Monica McHale-Small, Superintendent
X. Courtesy of the Floor to Visitors – Agenda Items Only – Visitors should state their name and address.
June 27, 2017 Business Agenda Page 2 of 8
XI. Presentation of Bills – David Bonenberger A. General Expenditure – $ 189,260.38 B. Cafeteria Expenditures – $3,712.07 C. Health Benefits – $463,305.50 D. Capital Projects – None
Recommendations for Approval
Presentation of Bills 1. Approve the above presentation of bills.
Recommendation: To approve all motions and recommendations as listed above in Presentation of Bills.
XII. Treasurer’s Report - Edward Inghrim/David Bonenberger A. Cash Investment and Bond Activity B. Condensed Board Summary Report C. Capital Project Finance Report – None D. Budget Transfers – $612.00 E. Middle School Activity Report – May 31, 2017 F. High School Activity Report – May 31, 2017
Recommendations for Approval
Treasurer’s Report 1. Approve the above Treasurer’s Report.
Recommendation: To approve all motions and recommendations as listed above in Treasurer’s Report.
AGENDA ITEMS
A. Education
Items/Projects for Discussion None
Recommendations for Approval
2017-18 Student Handbooks 1. Approve the additions/changes to the 2017-18 Student Handbooks:
Saucon Valley Middle School Saucon Valley High School
Wellness Policy Revision 2. Approved the second and final reading of the revised policy:
Policy 246 – Wellness Policy
June 27, 2017 Business Agenda Page 3 of 8
Surplus/Obsolete Textbooks and Materials 3. Approve the attached list of surplus/obsolete textbooks and other
teaching materials.
Recommendation: To approve all motions and recommendations as listed above in Education.
B. Personnel
Items/Projects for Discussion None
Recommendations for Approval
Elect District Superintendent 1. To elect in accordance with 24 P.S. 10-1071 and 10-1073, Dr.
Craig Butler for a term of three years beginning no later than September 26, 2017 and ending September 26, 2020.
District Superintendent 2. Approve, in accordance with Public School Code of 1949, the
Contract of Service between Dr. Craig Butler and the Saucon Valley School District as presented effective September 26, 2017 for a term of three years ending on September 26, 2020.
Middle School Assistant Principal 3. Approve Amy Braxmeier-Correll as middle school assistant
principal effective August 27, 2017 or sooner. Her salary will be $_____________, which will be prorated. She is entitled to benefits per the current administrative agreement. Ms. Braxmeier-Correll is replacing Thomas Halcisak, who transferred to high school assistant prinicpal.
Professional Resignation 4. Approve the resignation of Allyssa Helm, elementary special
education teacher, effective at the conclusion of the 2016-17 school year.
Professional Appointments 5. Approve the following professional appointments.
Kaitlyn Dennington as learning support teacher effective August 22, 2017at a salary of $55,660 (Masters, Step 1). Ms. Dennington is replacing Kathy Rolek, who recently retired.
June 27, 2017 Business Agenda Page 4 of 8
Krystina Kubeika as learning support teacher effective August 22, 2017at a salary of $53,410 (Bachelors, Step 3). Ms. Kubeika is replacing Allyssa Helm, who recently resigned.
Full Time Custodian 6. Approve Nicholas Veres as a Full Time Custodian with salary and
benefits per the current Educational Support Professionals Contract, effective July 3, 2017. Mr. Veres is replacing Robert Marzec, who recently retired.
High School Co-Curricular/Extra Duty 7. Approve the following high school co-curricular/extra duty
appointments.
High School Jeremy Kittek - Class of 2018 - $1,922 Brianna Keeney - Class of 2019 - $1,922 Katie Roberts - Class of 2020 - $739 Scott Guidos - Class of 2021 - $739 Jess Friday - Debate - $1,773 Amber Sams - Environmental Club - $584 Rich Simononis - FBLA - $584 Chad Shirk - FBLA - Volunteer Amber Sams - iTeam - $584 Matt Evancho - MiniTHON - $584 Genia Miller - Mock Trial - $429.50 Scott Guidos - Mock Trial - $429.50 Jess Friday - Model UN - $584 Jess Frederick - NHS - $739 Mario Marcozzi - Newspaper - $2,956 Bob Frey - AV Coordinator - $2,217 Cameron Fowler - Scholastic Scrimmage - $859 Cheri Chisesi - SGA - $1,847 Tammy Miller - SGA - $1,847 Jen Barreiros - Yearbook - $2,956 Chad Miller - Vocal Music - $5,544 Ashley James - Aevidum - Volunteer Jason Gordon - Art Club - Volunteer Andrew Koch - Digital Photography Club - Volunteer Chad Miller - Drama Club - Volunteer Kim Tassinaro - GSA - Volunteer Jess Friday - History Club - Volunteer Jen Screnci - History Club - Volunteer Paul Nagy - Leo Club - Volunteer Mel Moyer - Paintball Club - Volunteer Amber Sams - Reading Team - Volunteer Grant Geiger - Ski Club - Volunteer Mel Moyer - Ski Club - Volunteer Eric Focht - Smash/Video Club - Volunteer
June 27, 2017 Business Agenda Page 5 of 8
Bob Svitilla - STEM Club - Volunteer Mario Marcozzi - TV Studio - Volunteer Jen Screnci - Unicef Club - Volunteer Amber Sams - Writing & Poetry Club - Volunteer Genia Miller - Writing & Poetry Club – Volunteer Herb Payung - Pre Band - $1,481 Herb Payung - Band - $7,005 Sam Tate - Drill Instructor - Volunteer Bob Frey - Assist. Director – Volunteer
2017-18 Fall Coaches 8. Approve the following 2017-18 fall coaches:
Football Phil Sams - Head Coach - $8,501 Ed Chromczak - Assist. Coach - $5,544 Mike Phillips - Assist. Coach - $5,544 Cody Muller - Assist. Coach - $4,432 Steve Shermetta - MS Head Coach - $2,765 Sean Spengler - MS Assist. Coach - $2,000 Matt Ehritz - MS Assist. Coach - $1,000 Chris Rahs – Volunteer
Field Hockey Sarah Hawk - Head Coach - $5,174 Kaitlin Shermetta - MS Assist. Coach - $2,597
Girls Tennis Joann Ochse - Head Coach - $4,065 Mike Krentz - Assist. Coach - $384.50 Roger Ochse - Assist. Coach - $384.50 Dan Fowler - Volunteer Katrina Bohnhorst - Volunteer
Cheerleading Alex Harte - Assist. Coach - $1,970 Nancy Geyer - Volunteer
Cross Country Ed Kolosky - Head Coach - $3,694
Girls Soccer Stevie Ochse - Head Coach - $5,174
Volleyball Kendall Turk - Head Coach - $4,435 Jen Screnci - Assist. Coach - $2,956 Aroldo Rodas – Volunteer
Golf Scott Roberts - Head Coach - $3,694 Keith Riefenstahl - Assist. Coach - $718
June 27, 2017 Business Agenda Page 6 of 8
School Counselor Job Description 9. Approve the first reading of the following job description:
School Counselor
Recommendation: To approve all motions and recommendations as listed above in Personnel.
C. Facilities
Items/Projects for Discussion and Possible Resolution None
Recommendations for Approval
No Reports or Recommendations
Recommendation: No recommendations.
D. Finance
Items/Projects for Discussion None
Recommendations for Approval
Senior Citizens Property Tax Rebate Resolution of 2017 1. Approve the attached Senior Citizens Property Tax Rebate
Resolution of 2017.
2017-2018 Homestead and Farmstead Exclusion 1. Approve the attached 2017-2018 Homestead and Farmstead
Exclusion Resolution based on the school district real estate tax rate of 53.03 with an exclusion for each approved homestead and farmstead in the amount of $194.04.
2017-18 District Contracts 3. Approve the attached District Contracts for the 2017-2018 year
with:
Otis, CSI, Deighler Whiting, Hydro Pneumatic, Ehrlich Pest Control, JMSI Environmental, Suppression System Inc., Integritech, Simplex, Kistler O’Brien, Tomlinson Bomberger, Joshua Tree, Johnson Control, Trane, Emergency Systems Inc, Spangler Boyer, Tyler(Versatrans), Tu Way
June 27, 2017 Business Agenda Page 7 of 8
Commitment Language of Fund Balance 4. Approve the following categories regarding the Commitment of
Fund Balance for the fiscal year ending June 30, 2017. This is required because of the requirements of GASB54. The categories are: GASB 45 Post-Retirement Costs; Reserve for Health Benefits; PSERS Increases; Capital Improvements/Replacement; and Post-Retirement Benefits other than health care.
Leases for High School Classroom Mac Computers 5. Approve the lease agreements with Apple Computers, as attached,
and authorizes the Administration to complete the documentation included with the lease package necessary to effectuate this motion pending solicitor review and approval.
Insurance for iPads 6. Approve the self funding of insurance for district iPads.
Recommendation: To approve all motions and recommendations as listed above in Finance.
E. Community Outreach
Items/Projects for Discussion None
Saucon Valley Partnership Meeting – Edward Inghrim and Mark Sivak The next meeting of the Saucon Valley Partnership is scheduled for September 13, 2017 at 7 pm at Hellertown Borough. Recommendations for Approval
No Reports or Recommendations
Recommendation: No recommendations.
F. Bethlehem Area Vo-Tech School – Jack Dowling and Bryan Eichfeld
(Meetings are the first Tuesday of every Month)
G. Colonial Intermediate Unit – Sandra Miller (Meetings are the fourth Wednesday of every Month)
H. PSBA – Mark Sivak and Sandra Miller
I. Hellertown/Lower Saucon Chamber of Commerce – Jack Dowling
June 27, 2017 Business Agenda Page 8 of 8
J. Saucon Valley Foundation for Educational Innovation – Sandra Miller
K. Northampton Community College – Susan Baxter (Meetings are the first Thursday of every Month)
L. New Business
M. Old Business
XIII. Citizen’s Inquiries and Comments – Visitors should state their name and address.
XIV. Announcements
Future Meetings ~
July 25, 2017 – 7 pm – Business Meeting – Audion August 8, 2017 – 7 pm – Business Meeting – Audion August 22, 2017 – 7 pm – Business Meeting – Audion
XV. Motion to Adjourn Meeting
The Saucon Valley School District does not discriminate on the basis of race, color, national origin, age, sex, or handicap.
June 13, 2017 Page 3877
A Business Meeting of the Board of Directors of the Saucon Valley School District was
held on Tuesday, June 13, 2017 in the High School Audion. Present were Directors
Susan Baxter, Jack Dowling, Bryan Eichfeld, Michael Karabin, Linda Leewright, Sandra
Miller, Ralph Puerta and Mark Sivak. Edward Inghrim was absent with prior notice.
Also present was Monica McHale-Small, Superintendent, David Bonenberger, Board
Secretary, and Mark Fitzgerald, District Solicitor
I. Call to the Order at 7:00pm – Michael Karabin, President, presiding
II. Pledge of Allegiance
III. Recording of Attendance – David Bonenberger, Secretary
8-present, 1-absent (Inghrim with prior notice)
IV. Motion to Approve Agenda
Director Sivak, seconded by Director Miller moved to approve the Agenda.
Vote: 8-yes, 0-no, 1-absent (Inghrim with prior notice)
V. Announcement of Executive Session June 13, 2017 – Personnel and Contracts
VI. Approval of Minutes – Director Sivak, seconded by Director Miller moved to approve
the minutes of May 23, 2017. Vote: 8-yes, 0-no, 1-absent (Inghrim with prior notice)
VII. Recognition
VIII. Presentation
IX. Superintendent’s Report – Dr. Monica McHale-Small, Superintendent
X. Courtesy of the Floor to Visitors – Agenda Items Only
Higgins – Commented on the proposed budget.
XI. Presentation of Bills – David Bonenberger
A. General Expenditure – $268,709.60
B. Cafeteria Expenditures – $26,834.52
C. Health Benefits – None
D. Capital Projects – None
1. Approve the above presentation of bills.
Director Sivak, seconded by Director Miller moved to approve the Presentation of the
Bills. Vote: 8-yes, 0-no, 1-absent (Inghrim with prior notice)
Page 3878 June 13, 2017
XII. Treasurer’s Report - Edward Inghrim/David Bonenberger
A. Cash Investment and Bond Activity – None
B. Condensed Board Summary Report – None
C. Capital Project Finance Report – None
D. Budget Transfers – $51,824.00
E. Middle School Activity Report – None
F. High School Activity Report – None
1. Approve the above Treasurer’s Report.
Director Sivak, seconded by Director Miller moved to approve the Treasurer’s Report.
Vote: 8-yes, 0-no, 1-absent (Inghrim with prior notice)
A. Education
1. Approve the list of obsolete items.
Director Sivak, seconded by Director Miller moved to approve Education Item #1.
Vote: 8-yes, 0-no, 1-absent (Inghrim with prior notice)
2. Approve agreement between Saucon Valley High School and
Christmas City as the 2017-18 yearbook photography vendor, per
approval of the school district solicitor.
Director Baxter commented that she would like to see this agreement reworked so we
are not cutting out a local person that worked for the district for years.
Director Miller is torn between this seeing is limited left for anyone else. She feels a
small photographer can’t meet the needs set forth in the agreement.
Director Baxter would like us to reconsider what we are doing. She is not in favor and
feels we should do something in the middle.
Director Sivak, seconded by Director Leewright moved to approve Education Item #2.
Vote: 5-yes, 3-no (Miller, Baxter, Karabin)
B. Personnel
1. Approve the Collective Bargaining Agreement between the Saucon
Valley Board of School Directors and the Saucon Valley Education
Association for a time period July 1, 2018 through June 30, 2020.
Director Eichfeld commented that he appreciates what was done and that is will be
mutually beneficial to each party.
Director Sivak, seconded by Director Miller moved to approve Personnel Item #1.
Vote: 8-yes, 0-no, 1-absent (Inghrim with prior notice)
June 13, 2017 Page 3879
2. Approve the retirement of the following support staff:
Jeffery Laub, maintenance, effective July 7, 2017.
Ronald Yonney, custodial, effective July 7, 2017.
3. Approve Thomas Halcisak as high school assistant principal
effective August 28, 2017. His salary will be $105,000, which will
be prorated. He is entitled to benefits per the current administrative
agreement. Mr. Halcisak is replacing Kenneth Napaver, who
transferred to Middle School Principal.
Director Sivak, seconded by Director Puerta moved to approve Education Item #3.
Vote: 8-yes, 0-no, 1-absent (Inghrim with prior notice)
4. Approve the following elementary co-curricular/extra duty and team
leaders positions for the 2017-18 school year.
Elementary Team Leaders - $2,000 Kindergarten – Holli Conrad First Grade – Jennifer Davison/Linda Castner** Second Grade - Lisa Benza Third Grade – Michael Sakelarides Fourth Grade - Elizabeth Ravier Encore - Joanna Lemay Special Education - Christina Higgins/Jessica Sawchuk**
Elementary Co-Curricular/Extra Duty
Panther Players Director - Emily Aragona-Young - $1,751 Elementary Choral Director - Emily Aragona-Young - $2,217 Student Community Council - Emily Aragona-Young/Joanna Lemay – $2,217**
Girls on the Run - Amanda Hicks/Kelly Calabrese - $526** ** - will split stipend
5. Approve the following to be employed as District Summer Workers
for 2017 at an hourly rate of $10, no benefits, not to exceed 40
days of employment. (Subject to budget approval)
Transportation – Lauren Polak & Christian D’Angelo
6. Approve Chad Miller as the 2016-17 high school vocal music
advisor at a salary of $5,409.
7. Approve the following individuals for substitute support staff:
Cindy Peters, substitute custodian, at an hourly rate of $10.39, no
benefits, on a “call as needed” basis, effective June 14, 2017
Stephanie Mindler as a Food Service Substitute at $9.80 per hour, on a
“call as needed” basis, no benefits, effective June 14, 2017
Page 3880 June 13, 2017
8. Approve the attached conference/travel request(s).
Director Miller, seconded by Director Sivak moved to approve Education Item #2, 4 - 8.
Vote: 8-yes, 0-no, 1-absent (Inghrim with prior notice)
C. Facilities
1. Approve attached Change Order #1 for the following: addition of a
vapor barrier to the pool roof $23,000; adhere gym roof in lieu of
mechanical fasteners $3,500; Paint gas pipe $1,500 for a total
amount of $28,000.00.
Director Eichfeld, seconded by Director Miller moved to approve Facilities Item #1.
Vote: 8-yes, 0-no, 1-absent (Inghrim with prior notice)
D. Finance
2017-2018 Budget Timeline for the 2016-2017 School Year
June 20, 2017 (10 days prior to final budget adoption deadline) – District Deadline to offer public
notice of its intent to adopt the 2017-18 final budget.
June 30, 2017 (annual deadline) – District Deadline to adopt the 2017-18 final budget.
A. Discussion of 2017-18 Budget.
1. Adopt the 2017-2018 budget in the amount of $46,432,405.00
which will be funded by a 1.29 mill increase. The millage rate will
be 53.03.
Director Eichfeld recommended a zero mil increase.
Director Sivak, seconded by Director Miller moved to approve Finance Item #1.
Vote: 6-yes, 2-no(Baxter, Eichfeld), 1-absent (Inghrim with prior notice)
2. Approve the agreement with US Bands for the HS marching Band
to participate in the US Bands A Class National Championships on
November 4, 2017.
3. Approve the following Food Service price increases:
Ten cent ($.10) increase on school tray breakfast and lunches for
Elementary, Middle, and High schools students effective the 2017-18
school year as required by the United States Department of Agriculture.
(2016-2017 Elementary School lunch was $2.55, Middle & High School
lunch $2.70, Elementary breakfast was $1.70)
Breakfast “Alternate Meal” $1.25
No changes to the cost of the Lunch “Alternate Meal” (2016-2017 $2.25).
June 13, 2017 Page 3881
4. Approve D’Huy Engineering to oversee Phase 2 – Replacement of
High School Gym Roof to be compensated at 2.5% of the total cost
of the construction.
5. Approve attached proposal with Wiss, Janney, Elstner Associates,
Inc. in the amount of $5,000.00.
Director Sivak, seconded by Director Miller moved to approve Finance Items #2-5.
Vote: 8-yes, 0-no, 1-absent (Inghrim with prior notice)
E. Community Outreach
The next meeting of the Saucon Valley Partnership is scheduled for
September 13, 2017 at 7 pm at Hellertown Borough.
F. Bethlehem Area Vo-Tech School – Jack Dowling and Bryan Eichfeld
G. Colonial Intermediate Unit – Sandra Miller
H. PSBA – Mark Sivak and Sandra Miller
I. Hellertown/Lower Saucon Chamber of Commerce – Jack Dowling
J. Saucon Valley Foundation for Educational Innovation – Sandra Miller
K. Northampton Community College – Susan Baxter
L. New Business
M. Old Business
XIII. Citizen’s Inquiries and Comments –
XIV. Announcements
Future Meetings ~ June 27, 2017 – 7 pm – Business Meeting – Audion
July 25, 2017 – 7 pm – Business Meeting – Audion
August 8, 2017 – 7 pm – Business Meeting – Audion
XV. Motion to Adjourn Meeting
Director Dowling, seconded by Director Miller moved to adjourn the meeting.
Vote: 8-yes, 0-no, 1-absent (Inghrim with prior notice) 8:17PM
ATTEST: ____________________________ ___________________________
Secretary President
SAUCON VALLEY SCHOOL DISTRICT
BUSINESS OFFICE
BUDGETARY TRANSFER FORM
2016-2017Date: 06/27/17
ACCOUNT # IN OUT ACCOUNT TITLE REASON FOR TRANSFER
1 TO 10-1110-610-000-20-000-000-000-0000 487.00 SUPPLIES - REG PROGRAMS 5-8 BALANCE ACCOUNT
FROM 10-1110-430-000-20-000-000-000-0000 487.00 REPAIRS & MAINT - REG PROGRAMS 5-8 TRANSFER OF FUNDS
2 TO 10-3200-610-000-20-000-000-000-0000 125.00 SUPPLIES - SPECIAL ACTIVITIES 5-8 BALANCE ACCOUNT
FROM 10-3200-634-000-20-000-000-000-0000 125.00 STUDENT SNACKS - SPECIAL ACTIVITIES 5-8 TRANSFER OF FUNDS
Total Transfer: 612.00$
TRANSFER
AMOUNT
1
MiddleSchoolStudentActivitiesReportFortheMonthofMay2017
Balance-May1,2017 $ 35,908.38
Receipts 4,725.57
Disbursements (18,465.69)
Balance-May31,2017 $ 22,168.26
Band $ 3,060.61Cheerleading 489.40Chorus 165.93CommunityService 398.41HonorSociety 881.32i-Team 1,563.71OdysseyoftheMind 3.49ReadingOlympics 140.52SkiClub 388.55StudentCouncil 4,851.57Volleyball 340.68Yearbook 848.635thGrade 1,575.206thGrade 233.517thGrade 1,941.948thGrade 5,284.79
$ 22,168.26
RespectfullySubmittedbyPamelaJ.Bernardo,Principal
SAUCON VALLEY SENIOR HIGH SCHOOL FINANCIAL REPORTS
May 31,2017
ACTIVITIES FUND BALANCE $ 65,747.54 INCOME $ 10,094.65 EXPENSES $ 33,332.04 BALANCE $ 42,510.15
ACCOUNT BALANCES AEVIDUM 534.37 BAND 1,153.66 CALCULUS CLUB 439.84 CHORUS 296.81 CLASS OF 2017 651.81 CLASS OF 2018 6,074.75 CLASS OF 2019 2,934.25 CLASS OF 2020 1,322.56 DANCE TEAM 2,204.21 DRAMA CLUB 1,346.59 ENVIRONMENTAL CLUB 436.33 FBLA 3,965.95 FOREIGN LANGUAGE 1,427.70 GSA 147.87 LEO CLUB 938.17 MINI-THON 29.97 MODEL UN 320.60 NATIONAL HISTORY DAY 0.22 NATIONAL HONOR SOCIETY 1,585.24 NEWSPAPER 508.00 PAINTBALL 50.43 READING TEAM 264.49 RUGBY TEAM 687.13 SGA - STUDENT STORE 1,353.40 SKI CLUB 951.43 SMASH-VIDEO CLUB 24.08 STEM 703.19 UNICEF 874.27 YEARBOOK 10,847.20 STUDENT ACTIVITIES FUND BALANCES $ 42,510.15 Kenneth Napaver Acting Principal
2017-18 Additions to the MIDDLE SCHOOL HANDBOOK
Remediation Time
If a student in grades 6-12 stays after the 2:25 dismissal for Remediation Time or Block 5 (2:25-3:00),
District provided transportation will be available by 3 buses leaving the school at 4:00. The routes of these buses are as follows – (Bus numbers may change)
Bus # 3 Will go East of Main St (Rt 412 rural)
Bus # 22 Will go West of Main St (Rt 412 rural)
Bus #14 Will do all Borough of Hellertown stops and also Steel City
Students will still need to secure a “pass” from the teacher that they stayed with during Remediation Time or Block 5 (2:25-3:00), to present one copy to the supervising monitor and the other to the 4:00 bus driver (this is the current procedure).
Students may call home using their personal phone or the Main Office phones to secure personal transportation should they wish to not wait until 4:00.
All Middle School students will be supervised by para educators from 3:00-4:00 at the Middle School in designated locations. During this time, children will have the opportunity to complete school assignments, read, etc.
A reminder that these 4:00 buses are used for students staying for academic assistance, not for those that participated in Clubs, Athletics, Intramural events, etc.
SafeSchoolsSafety is one of our district’s top priorities and to help safeguard our school community, we’ve taken an important step! Beginning Monday, May 8th the SVSD community can begin using SafeSchools Alert, a tip reporting service that allows students, staff, and parents to submit safety concerns to our administration four different ways:
1. Phone: 484-626-5254 2. Text your tip to 484-626-5254 3. Email: [email protected] 4. Web: http://1520.alert1.us
You and your child can easily report tips on bullying, harassment, drugs, vandalism or any safety issue you're concerned about through SafeSchools Alert. Every tip SafeSchools Alert receives about our district is immediately logged in the system and our administration is notified so that they can investigate and take appropriate action. Tips may also be submitted anonymously if you prefer. In addition to safety issues, the system also allows you to submit Kudos to recognize someone for a job well done! Together, using SafeSchools Alert, we can make our district a safer place to work and learn!
Page 1 of 12
Saucon Valley School District
Policy
Title – 246 School Wellness
Section - Pupils
Adopted – July 11, 2006
Revised – September 9, 2008 October 27, 2009
Content
Purpose Saucon Valley School District recognizes that student wellness and proper nutrition are related to students’ physical well-being, growth, development and readiness to learn. The Board is committed to providing a school environment that promotes student wellness, proper nutrition, nutrition education and promotion, and regular physical activity as part of the total learning experience. In a healthy school environment, students will learn about and participate in positive dietary and lifestyle practices that can improve student achievement.
Authority
The Board adopts this policy based on the recommendations of the Wellness Committee
and in accordance with federal and state laws and regulations.
To ensure the health and well-being of all students, the Board establishes that the district
shall provide to students:
1. A comprehensive nutrition program consistent with federal and state requirements.
2. Access at reasonable cost to foods and beverages that meet established nutritional guidelines.
3. Physical education courses and opportunities for developmentally appropriate physical activity during the school day.
4. Curriculum and programs for grades K-12 that are designed to educate students about proper nutrition and lifelong physical activity, in accordance with State Board of Education curriculum regulations and academic standards. [1]
Page 2 of 12
Delegation of Responsibility
The Superintendent or designee shall be responsible for the implementation and oversight
of this policy to ensure each of the district schools, programs and curriculum is compliant
with this policy, related policies and established guidelines or administrative regulations.
Each building principal or designee shall annually report to the Superintendent or designee
regarding compliance in his/her school.
Staff members responsible for programs related to school wellness shall report to the
Superintendent or designee regarding the status of such programs.
The Superintendent or designee shall annually report to the Board on the district’s
compliance with law and policies related to school wellness. The report may include:
Assessment of school environment regarding school wellness issues.
Evaluation of food services program.
Review of all foods and beverages sold in schools for compliance with established
nutrition guidelines.
Listing of activities and programs conducted to promote nutrition and physical activity.
Recommendations for policy and/or program revisions.
Suggestions for improvement in specific areas.
Feedback received from district staff, students, parents/guardians, community
members and the Wellness Committee.
The Superintendent or designee and the established Wellness Committee shall conduct an
assessment at least once every three (3) years on the contents and implementation of this
policy as part of a continuous improvement process to strengthen the policy and ensure
implementation. This triennial assessment shall be made available to the public in an
accessible and easily understood manner and include:
1. The extent to which each district school is in compliance with law and policies related to school wellness.
2. The extent to which this policy compares to model wellness policies.
3. A description of the progress made by the district in attaining the goals of this policy. [3]
At least once every three (3) years, the district shall update or modify this policy as
needed, based on the results of the most recent triennial assessment and/or as district and
community needs and priorities change; wellness goals are met; new health science,
information and technologies emerge; and new federal or state guidance or standards are
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issued. [4]
The district shall annually inform and update the public, including parents/guardians,
students and others in the community, about the contents, updates and implementation of
this policy via the district website, student handbooks, newsletters, posted notices and/or
other efficient communication methods. This annual notification shall include information
on how to access the School Wellness policy; information about the most recent triennial
assessment; information on how to participate in the development, implementation and
periodic review and update of the School Wellness policy; and a means of contacting
Wellness Committee leadership. [5]
Guidelines
Recordkeeping
The district shall retain records documenting compliance with the requirements of the
School Wellness policy, which shall include:
1. The written School Wellness policy.
2. Documentation demonstrating that the district has informed the public, on an annual basis, about the contents of the School Wellness policy and any updates to the policy.
3. Documentation of efforts to review and update the School Wellness policy, including who is involved in the review and methods used by the district to inform the public of their ability to participate in the review.
4. Documentation demonstrating the most recent assessment on the implementation of the School Wellness policy and notification of the assessment results to the public. [6]
Wellness Committee
The district shall establish a Wellness Committee comprised of, but not necessarily limited
to, at least one (1) of each of the following: School Board member, district administrator,
district food service representative, student, parent/guardian, school health professional,
coach, representative of school/parent or community organization, and other individuals
chosen by the Committee, physical education teacher and member of the public. It shall be
the goal that committee membership will include representatives from each school building
and reflect the diversity of the community. [7]
The Wellness Committee shall serve as an advisory committee regarding student health
issues and shall be responsible for developing, implementing and periodically reviewing
and updating a School Wellness policy that complies with law to recommend to the Board
for adoption.
The Wellness Committee shall review and consider evidence-based strategies and
techniques in establishing goals for nutrition education and promotion, physical activity and
Page 4 of 12
other school based activities that promote student wellness as part of the policy
development and revision process. [8]
Advisory Health Council
An Advisory Health Council may be established by the Superintendent to study student
health issues and to assist in organizing follow-up programs.
The Advisory Health Council may examine related research, assess student needs and the
current school environment, review existing Board policies and administrative regulations,
and raise awareness about student health issues.
The Advisory Health Council may make policy recommendations to the Board related to
other health issues necessary to promote student wellness.
The Advisory Health Council may survey parents/guardians and/or students; conduct
community forums or focus groups; collaborate with appropriate community agencies and
organizations; and engage in similar activities, within the budget established for these
purposes.
The Advisory Health Council shall provide periodic reports to the Superintendent or
designee regarding the status of its work, as required. [9]
Individuals who conduct student medical and dental examinations shall submit to the
Advisory Health Council annual reports and later reports on the remedial work
accomplished during the year, as required by law. [10]
Nutrition Education
Nutrition education will be provided within the sequential, comprehensive health education
program in accordance with curriculum regulations and the academic standards for Health,
Safety and Physical Education, and Family and Consumer Sciences. [11]
Nutrition education in the district shall teach, model, encourage and support healthy eating
by students. Promoting student health and nutrition enhances readiness for learning and
increases student achievement.
Nutrition education shall provide all students with the knowledge and skills needed to lead
healthy lives.
Nutrition education lessons and activities shall be age-appropriate.
Nutrition curriculum shall teach behavior-focused skills, which may include menu planning,
reading nutrition labels and media awareness.
School food service and nutrition education classes shall cooperate to create a learning
laboratory.
Page 5 of 12
Nutrition education shall be integrated into other subjects such as math, science, language
arts and social sciences to complement but not replace academic standards based on
nutrition education.
Lifelong lifestyle balance shall be reinforced by linking nutrition education and physical
activity.
The staff responsible for providing nutrition education shall be properly trained and
prepared and shall participate in appropriate professional development. The district shall
develop standards for such training and professional development. [12]
Nutrition education shall extend beyond the school environment by engaging and involving
families and communities.
Nutrition Promotion
Nutrition promotion and education positively influence lifelong eating behaviors by using
evidence-based techniques and nutrition messages, and by creating food environments
that encourage healthy nutrition choices and encourage participation in school meal
programs.
District schools shall promote nutrition through the implementation of Farm to School
activities where possible. Activities may include, but not be limited to, the
initiation/maintenance of school gardens, taste-testing of local products in the cafeteria and
classroom, classroom education about local agriculture and nutrition, field trips to local
farms and incorporation of local foods into school meal programs.
District staff shall cooperate with agencies and community organizations to provide
opportunities for appropriate student projects related to nutrition.
District food service personnel shall review and implement research-based, behavioral
economics techniques in the cafeteria to encourage consumption of more whole grains,
fruits, vegetables and legumes, and to decrease plate waste.
Consistent nutrition messages shall be disseminated and displayed throughout the district,
schools, classrooms, cafeterias, homes, community and media.
Consistent nutrition messages shall be demonstrated by avoiding use of unhealthy food
items in classroom lesson plans and school staff avoiding eating less healthy food items in
front of students.
District schools shall offer resources about health and nutrition to encourage
parents/guardians to provide healthy meals for their children.
Page 6 of 12
Physical Activity
District schools shall strive to provide opportunities for developmentally appropriate
physical activity during the school day for all students.
District schools shall contribute to the effort to provide students opportunities to
accumulate at least sixty (60) minutes of age-appropriate physical activity daily, as
recommended by the Centers for Disease Control and Prevention. Opportunities offered at
school will augment physical activity outside the school environment, such as outdoor play
at home, sports, etc.
Students shall participate daily in a variety of age-appropriate physical activities designed
to achieve optimal health, wellness, fitness and performance benefits.
Age appropriate physical activity opportunities, such as outdoor and indoor recess, before
and after school programs, during lunch, clubs, intramurals and interscholastic athletics,
shall be provided to meet the needs and interests of all students, in addition to planned
physical education.
A physical and social environment that encourages safe and enjoyable activity for all
students shall be maintained.
Extended periods of student inactivity, two (2) hours or more, shall be discouraged.
Physical activity breaks shall be provided for students during classroom hours.
Before and/or after-school programs shall provide developmentally appropriate physical
activity for participating children.
District schools shall to partner with parents/guardians and community members and
organizations, such as YMCAs, Boys & Girls Clubs, local and state parks, hospitals, etc.,
to institute programs that support lifelong physical activity.
Physical activity shall not be used or withheld as a form of punishment.
District schools shall promote physical activity through encouragement of walking and
biking as a means of transportation to and from school.
Students and their families shall be encouraged to utilize district-owned physical activity
facilities, such as playgrounds and fields, outside school hours in accordance with
established district rules.
Physical Education
A sequential physical education program consistent with curriculum regulations and
Health, Safety and Physical Education academic standards shall be developed and
implemented. All district students must participate in physical education. [13]
Page 7 of 12
Quality physical education instruction that promotes lifelong physical activity and provides
instruction in the skills and knowledge necessary for lifelong participation shall be
provided.
Physical education classes shall be the means through which all students learn, practice
and are assessed on developmentally appropriate skills and knowledge necessary for
lifelong, health-enhancing physical activity.
A comprehensive physical education course of study that focuses on providing students
the skills, knowledge and confidence to participate in lifelong, health-enhancing physical
activity shall be implemented.
A varied and comprehensive curriculum that promotes both team and individual activities
and leads to students becoming and remaining physically active for a lifetime shall be
provided in the physical education program.
Adequate amounts of planned instruction shall be provided in order for students to achieve
the proficient level for the Health, Safety and Physical Education academic standards.
A local assessment system shall be implemented to track student progress on the Health,
Safety and Physical Education academic standards.
Students shall be moderately to vigorously active as much time as possible during a
physical education class. Documented medical conditions and disabilities shall be
accommodated during class.
Safe and adequate equipment, facilities and resources shall be provided for physical
education courses.
Physical education shall be taught by certified health and physical education teachers.
Appropriate professional development shall be provided for physical education staff.
Physical education classes shall have a teacher-student ratio comparable to those of other
courses for safe and effective instruction.
Physical activity shall not be used or withheld solely as a form of punishment.
Other School Based Activities
Drinking water shall be available and accessible to students, without restriction and at no
cost to the student, at all meal periods and throughout the school day. [14]
Nutrition professionals who meet hiring criteria established by the district and in
compliance with federal regulations shall administer the school meals program.
Professional development and continuing education shall be provided for district nutrition
staff, as required by federal regulations. [15]
Page 8 of 12
District schools shall provide adequate space, as defined by the district, for eating and
serving school meals.
Students shall be provided a clean and safe meal environment.
Students shall be provided adequate time to eat: ten (10) minutes sit down time for
breakfast; twenty (20) minutes sit down time for lunch.
District schools shall implement alternative service models to increase school breakfast
participation where possible, such as breakfast served in the classroom, “grab & go
breakfast” and breakfast after first period to reinforce the positive educational, behavioral
and health impacts of a healthy breakfast.
Meal periods shall be scheduled at appropriate hours, as required by federal regulations
and as defined by the district. [16]
Students shall have access to hand washing or sanitizing before meals and snacks.
Access to the food service operation shall be limited to authorized staff.
Nutrition content of school meals shall be available to students and parents/guardians.
Students and parents/guardians may be involved in menu selections through various
means, such as taste testing and surveys.
To the extent possible, the district shall utilize available funding and outside programs to
enhance student wellness.
The district shall provide appropriate training to all staff on the components of the School
Wellness policy.
Goals of the School Wellness policy shall be considered in planning all school based
activities.
Fundraising projects submitted for approval shall be supportive of healthy eating and
student wellness.
Administrators, teachers, food service personnel, students, parents/guardians and
community members shall be encouraged to serve as positive role models through district
programs, communications and outreach efforts.
The district shall support the efforts of parents/guardians to provide a healthy diet and daily
physical activity for children by communicating relevant information through various
methods.
The district shall maintain a healthy school environment, including but not limited to indoor
air quality, in accordance with the district’s healthy learning environment program and
applicable laws and regulations.
Page 9 of 12
Nutrition Guidelines for All Foods/Beverages at School
All foods and beverages available in district schools during the school day shall be offered
to students with consideration for promoting student health and reducing obesity.
Foods and beverages provided through the National School Lunch or School Breakfast
Programs shall comply with established federal nutrition standards. [17]
Foods and beverages offered or sold at school-sponsored events outside the school day,
such as athletic events and dances, shall offer healthy alternatives in addition to more
traditional fare. [18]
Competitive Foods –
Competitive foods available for sale shall meet or exceed the established federal nutrition
standards (USDA Smart Snacks in School). These standards shall apply in all locations
and through all services where foods and beverages are sold to students, which may
include, but are not limited to: a la carte options in cafeterias, vending machines, school
stores, snack carts and fundraisers. [19]
Competitive foods are defined as foods and beverages offered or sold to students on
school campus during the school day, which are not part of the reimbursable school
breakfast or lunch.
For purposes of this policy, school campus means any area of property under the
jurisdiction of the school that students may access during the school day. [20]
For purposes of this policy, school day means the period from midnight before school
begins until thirty (30) minutes after the end of the official school day. [21]
The district may impose additional restrictions on competitive foods, provided that the
restrictions are not inconsistent with federal requirements. [22]
Fundraiser Exemptions –
Fundraising activities held during the school day involving the sale of competitive foods
shall be limited to foods that meet the Smart Snacks in School nutrition standards, unless
an exemption is approved in accordance with applicable Board policy and administrative
regulations. [23]
The district may allow a limited number of exempt fundraisers as permitted by the
Pennsylvania Department of Education each school year: up to five (5) exempt fundraisers
in elementary and middle school buildings, and up to ten (10) exempt fundraisers in high
school buildings. Exempt fundraisers are fundraisers in which competitive foods are
available for sale to students that do not meet the Smart Snacks in School nutrition
standards. [24]
Page 10 of 12
The district shall establish administrative regulations to implement fundraising activities in
district schools, including procedures for requesting a fundraiser exemption.
Non-Sold Competitive Foods –
Non-sold competitive foods available to students, which may include but are not limited to
foods and beverages offered as rewards and incentives, at classroom parties and
celebrations, or as shared classroom snacks, shall meet or exceed the standards
established by the district.
If the offered competitive foods do not meet or exceed the Smart Snacks in School
nutrition standards, the following standards shall apply:
1. Rewards and Incentives:
Foods and beverages shall not be used as a reward for classroom or school activities
unless the reward is an activity that promotes a positive nutrition message (e.g., guest
chef, field trip to a farm or farmers market, etc.).
2. Classroom Parties and Celebrations:
a. Classroom parties/celebrations with food/beverages shall be limited to no more than one (1) per month in each classroom.
b. Parents/Guardians shall be informed through newsletters or other efficient
communication methods that foods/beverages should only be brought in when requested for scheduled parties.
c. Classroom parties shall offer a minimal amount of foods (maximum 2-3 items) containing added sugar as the primary ingredient (e.g., cupcakes, cookies) and will provide the following:
Fresh fruits/vegetables; and
Water, 100 percent juice, 100 percent juice diluted with water, low-fat milk or nonfat milk.
3. Shared Classroom Snacks:
Shared classroom snacks are not permitted in district schools.
The district shall provide a list of suggested nonfood ideas and healthy food and beverage
alternatives to parents/guardians and staff, which may be posted via the district website,
student handbook, newsletters, posted notices and/or other efficient communication
methods.
Page 11 of 12
Marketing/Contracting –
Any foods and beverages marketed or promoted to students on the school campus during
the school day shall meet or exceed the established federal nutrition standards (USDA
Smart Snacks in School) and comply with established Board policy and administrative
regulations. [25]
Exclusive competitive food and/or beverage contracts shall be approved by the Board, in
accordance with provisions of law. Existing contracts shall be reviewed and modified to the
extent feasible to ensure compliance with established federal nutrition standards, including
applicable marketing restrictions. [26]
Management of Food Allergies in District Schools
The district shall establish Board policy and administrative regulations to address food
allergy management in district schools in order to:
1. Reduce and/or eliminate the likelihood of severe or potentially life-threatening allergic reactions.
2. Ensure a rapid and effective response in case of a severe or potentially life-threatening allergic reaction.
3. Protect the rights of students by providing them, through necessary accommodations when required, the opportunity to participate fully in all school programs and activities. [27]
Safe Routes to School
The district shall assess and, to the extent possible, implement improvements to make
walking and biking to school safer and easier for students.
The district shall cooperate with local municipalities, public safety agency, police
departments and community organizations to develop and maintain safe routes to school.
District administrators shall seek and utilize available federal and state funding for safe
routes to school, when appropriate.
Page 12 of 12
Legal References:
1 - SC 1422.1, 42 U.S.C. Sec. 1758b, 7CFR Sec.210.31 2 - 42 U.S.C. Sec. 1758b, 7CFR Sec. 210.31 3 - 7 CFR, Sec. 210.31 4 - 42 U.S.C. Sec. 1758b, 7CFR Sec. 210.31 5 - 7 CFR, Sec. 210.31 6 - 42 U.S.C. Sec. 1758b, 7CFR Sec. 210.31 7 - 7 CFR, Sec. 210.15, 210.31 8 - 42 U.S.C. Sec. 1758b 9 - 7 CFR, Sec. 210.31 10 - SC 1422 11 - SC 1422 12 - SC 1513, Pol. 102, 105 13 - Pol. 808 14 - SC 1512.1, Pol.102, 105 15 - 7 CFR, Sec. 210.10, 220.8 16 - 42 U.S.C., Sec. 1751 et seq, 1773 7 CFR Sec. 210.30, Pol.808 17 - 7 CFR, Sec. 210.10 18 - 42 U.S.C., Sec. 1751 et seq, 1773 19 - 7 CFR, Sec. 210.10, 220.8 20 - 7 CFR, Sec. 210.11, 220.12a, 210.31 21 - 7 CFR, Sec. 210.11, 210.31 22 - 7 CFR, Sec. 210.11, 210.31 23 - 7 CFR, Sec. 210.11 24 - Pol. 229 25 - 7 CFR, Sec. 210.11 26 - 7 CFR, Sec. 210.11, 210.31 27 - SC 504.1 28 - Pol. 209.1
School Code – 24 P.S. Sec. 504.1, 1337.1,1422, 1422.1, 1422.3, 1512.1, 1513
National School Lunch Program – 42 U.S.C. Sec. 1751 et seq.
School Breakfast Program – 42 U.S.C. Sec. 1773
Healthy, Hunger-Free Kids Act of 2010 – P.L. 111-296
National Food Service Programs, Title 7, Code of Federal Regulations –
7 CFR Part 210, Part 220
Board Policy – 102, 103, 103.1, 105, 209.1, 229, 808
SAUCON VALLEY SCHOOL DISTRICT Hellertown, PA
Board Approved – April 8, 2008
Job Description Title: School Counselor Primary Function: To provide counseling, consultation, student mediation, and coordination functions, and thereby, serve as the advocate for each assigned student. As such, the counselors support and contribute to the learning process so that each student has the opportunity to achieve academic and personal growth. The school counselors continually strive to meet student’s individual needs in line with the mission of the Saucon Valley School District. In addition, the school counselor serves as the school liaison between school and home. Reports to: Building Principal Qualifications:
A valid Pennsylvania teaching certificate as school counselor
Ability to interact and work well with others
Provides educational leadership
Ability to have the visual acuity to read large amounts of literature and correspondence
Capability to communicate with staff, students, and community stakeholders Responsibilities:
Maintain and monitor student academic records
Monitor progress of students assigned to them and actively interact with students to support positive social interaction, maintenance of passing grades/appropriate credits and steady attendance
Meet with students they are assigned to at a minimum of one three times per year
Maintain contact with, monitor progress, and visit students in out-of-district placement to ensure appropriate academic progress at least two times a year
School Counselor Job Description Page 2 of 3
Participate in IEP meetings or conduct functional based assessments as needed
Update 504 plans yearly and monitor progress
Prepare student for school to work or school to post-secondary transition
High school counselors will assist with selection of colleges and financial aid awareness support for families
High school counselors will assist students with obtaining grants and/or scholarships
Facilitate parent/teacher conferences and assist in developing an action plan upon request by parent and school personnel
Make referrals to appropriate agencies to assist the student and their family
Keep informed of the most current research-based literature and practices in school counseling
Attend professional conferences and related counseling workshops
Provide topical and periodic instruction for students and staff
Participate in meetings with teachers and staff to address student issues
Coordinate standardized testing procedures and interpret test results to parents, teachers, and students
Participate in student registration, scheduling, and placement. Meet with student and parent prior to the start in school, as needed
Collect information and recommend screening procedures to identify special student needs and assist with follow up services
Conduct orientation sessions for new students and their parents/guardians
School Counselor Job Description Page 3 of 3
Provide information about career awareness and programs at Bethlehem Area Vocational-Technical School to teachers, parents, and students
Participate in crisis management activities
Conduct student mediation sessions
Assist in developing and correcting student scheduling issues
Help students cope with issues during their school years and transition between elementary-middle school/middle school-high school
Provide individual and group short-term counseling services to students on various issues and topics
Conduct classroom and advisory lessons for students on a variety of topics
Conduct in-classroom observations of students when needed
SAUCON VALLEY SCHOOL DISTRICT NORTHAMPTON COUNTY, PENNSYLVANIA
RESOLUTION OF THE BOARD OF SCHOOL DIRECTORS
A RESOLUTION providing property tax rebates for each calendar year to certain
senior citizens, widows, widowers and disabled persons with fixed and limited incomes;
establishing uniform standards and qualifications for eligibility to receive a rebate; and
providing penalties for fraudulent claims.
WHEREAS, the Board of School Directors of the Saucon Valley School District
recognizes the severe economic plight of certain senior citizens, widows, widowers and
disabled persons with fixed and limited incomes who are faced with rising living costs
and constantly increasing tax and inflation cost burdens which threaten their
homesteads and self-sufficiency; and
WHEREAS, the Board of Directors considers, and has considered, it to be a
matter of sound public policy to make special provisions for property tax rebates during
the 2017-2018 year for the school taxes paid for the 2016-2017 school tax year to that
class of senior citizens, widows, widowers and disabled persons who are real property
taxpayers and who are without adequate means of support to enable them to remain in
peaceable possession of their homes and relieving their economic burden.
NOW, THEREFORE, the Board of School Directors of the Saucon Valley School
District of Northampton County, Pennsylvania, hereby adopts the following Resolution,
to be known as the “Senior Citizens Property Tax Rebate Resolution of 2017” to
incorporate herein all subsequent amendments, and to conform to current
Commonwealth legislation.
Section 1 Definitions
The following words and phrases, when used in this Resolution shall have the
meanings ascribed to them in this Section, except where the context clearly indicates or
requires a different meaning.
1.1 “Income” means all income from whatever source derived, including but not
limited to salaries, wages, bonuses, commissions, income from self-employment,
alimony, support money, cash public assistance and relief, the gross amount of any
pensions or annuities including fifty percent of Railroad Retirement benefits, fifty percent
of all benefits received under the Federal Social Security Act (except Medicate
benefits), all benefits received under State Unemployment Insurance Laws and
veterans’ disability payments, all interest received from the Federal or any State
government or any instrumentality or political subdivision thereof, realized capital gains,
rentals, worker’s compensation, and the gross amount of loss of time insurance
benefits, life insurance benefits and proceeds (except the first Five Thousand
($5000.00) Dollars of the total of death benefit payments), and gifts of cash or property
(other than transfers by gift between members of a household) in excess of a total value
of Three Hundred ($300.00) Dollars, “Income” shall not include surplus food or other
relief in kind supplied by a governmental agency, any property tax or rent rebate, any
inflation dividend, the value of property received by inheritance, or the amount of any
damages received, whether by civil suit or settlement agreement, on account of
personal injuries or sickness.
1.2 “Household income” for the calendar year means all income received by the
claimant and all household members while residing in the homestead during the
calendar year during which real property taxes are levied or imposed by the Saucon
Valley School District and for which calendar year a rebate is claimed.
1.3 “Homestead” means a dwelling and so much of the land surrounding it as
is reasonably necessary for use of the dwelling as a home, owned and occupied by a
claimant. A “homestead” shall also include premises occupied by reason or ownership
in a cooperative housing corporation, mobile homes which are assessed as realty for
local property tax purposes and the land, if owned by the claimant, upon which the
mobile home is situated, and other similar living accommodations, as well as a part of a
multi-dwelling or multi-purpose building and part of the land upon which it is built. It
shall also include premises occupied by reason of the claimant’s ownership of a
dwelling located on land owned by a nonprofit incorporated association, of which the
claimant is a member, if the claimant is required to pay a pro rata share of the property
taxes levied against the association’s land. It shall also include premises occupied by a
claimant if he or she is required by law to pay a property tax by reason of his or her
ownership in the dwelling, the land, or both. An owner includes a person in possession
under a contract of sale, deed of trust, life estate, joint tenancy or tenancy in common or
by reason of descent and distribution.
1.4 “Real Property Taxes” means all taxes on a homestead
(exclusive of municipal assessments, delinquent charges, and interest) levied or
imposed by the Saucon Valley School District and due and payable during a calendar
year.
1.5 “Claimant means a person who files a claim for property tax rebate and (a)
was sixty-five (65) years of age or over, or whose spouse (if a member of the
household) was sixty-five (65) years of age or over, during a calendar year in which real
property taxes were levied, due and payable: (b) was a widow or widower and was fifty
(50) years of age or over during a calendar year or part thereof in which real property
taxes were levied, due and payable, or (c) was a permanently disabled person eighteen
(18) years of age or over during a calendar year or part thereof in which real property
taxes were levied, due and payable. For the purposes of this Resolution, the term
“widow” or “widower” shall mean the surviving wife or surviving husband, as the case
may be, of a deceased individual and who has not remarried, and the term
“permanently disabled person” shall mean a person who is unable to engage in any
substantial gainful activity by reason of any medically determinable physical or mental
impairment which can be expected to continue indefinitely.
Section 2 Property Tax Rebate
2.1 Any claim for a property tax rebate for real property taxes paid to the Saucon
Valley School District shall for any calendar year be limited to the excess of real
property taxes paid to the District over the real property tax rebate available by reason
of the payment of such school taxes under the Senior Citizens Rebate and Assistance
Act of the Commonwealth of Pennsylvania. Rent or inflation rebates shall not be
considered by the District. The amount of such claim under this Resolution for the 2017
calendar year shall be determined in accordance with the following schedule unless
otherwise adjusted by the Board of School Directors:
TABLE A- OWNERS ONLY
TOTAL INCOME
From Line 12 of your claim form
Your maximum
rebate is
0
to
$8,000
$650
$8,001
to
$15,000
$500
$15,001
to
$18,000
$300
$18,001
to
$35,000
$250
2.2 The maximum amount of rebate payable to any claimant under this
Resolution shall not exceed Six Hundred Fifty ($650) Dollars per calendar year. The
school district will not issue a rebate that when added to the State Rebate would exceed
the total amount of the school district property tax paid.
2.3 Constant ownership must be for the full period of time covered by the tax for
which rebate is being sought.
Section 3
Filing of Claim
3.1 A claim for property tax rebate shall be filed with the Business Administrator
of the Saucon Valley School District between July 1, 2017 and April 30, 2018 for the
2016-2017 school district property taxes levied. Only one (1) claimant from a
homestead each year shall be entitled to property tax rebate. If two (2) or more persons
are able to meet the qualifications for a claimant, they may determine who the claimant
shall be. If they are unable to agree, each claimant shall receive one half (½) of the
rebate.
Section 4
Proof of Claim
4.1 Each claim shall include the District’s completed rebate Form TRCF-1000,
a signed copy of the PA-1000 for 2016, a copy of the PA rebate check received, and a
copy of the receipted school tax bill for 2016-2017. It shall not be necessary that such
taxes were paid by the claimant himself/herself; provided that the taxes must have been
paid not later than the date of filing the claim for rebate.
Section 5
Incorrect Claim
5.1 Whenever the Business Administrator of the Saucon Valley School District
finds the claim to have been incorrectly determined, he/she shall redetermine the
correct amount of the claim and notify the claimant of the reason for the redetermination
and the amount of the corrected claim.
Section 6
Claim Forms
6.1 Claims shall be filed only on forms prepared and provided by the Saucon
Valley School District.
Section 7
Fraudulent Claim: Conveyance to Obtain Benefits
7.1 In any case in which a claim is excessive and was filed with fraudulent intent,
the claim shall be disallowed in full and a penalty of twenty-five (25%) percent of the
amount claimed shall be imposed. The penalty and the amount of the disallowed claim,
if the claim had been paid, shall bear interest at the rate of one-half (1/2) of one (1%)
percent per month from the date of the claim until repaid. The claimant and any person
who assisted in the preparation or filing of a fraudulent claim shall be guilty of a
misdemeanor, and, upon conviction thereof, shall be sentenced to pay a fine not
exceeding One Thousand ($1,000.00) Dollars, or undergo imprisonment not exceeding
one (1) year, or both.
7.2 A claim shall be disallowed if the claimant received title to the homestead
primarily for the purpose of receiving property tax rebate.
Section 8 Petition for Redetermination
8.1 Any claimant whose claim for property tax rebate is denied, corrected or
otherwise adversely affected by the Business Administrator of the Saucon Valley School
District may file with the Board of School Directors a petition for redetermination within
ninety (90) days after the date of mailing of written notice by the Business Administrator
of such action. Such petition shall set forth the grounds upon which claimant alleges
that such action of the Business Administrator is erroneous or unlawful, in whole or in
part, and shall be accompanied by an affidavit or affirmation that the facts contained
therein are true and correct. The Board of School Directors, by designated committee,
shall hold such hearings as may be necessary for the purpose of redetermination, and
each claimant who has duly filed such petition for redetermination shall be notified by
the Board of School Directors of the time when, and the place where, such hearing in
his or her case will be held.
Section 9
Severability
9.1 The provisions of this Resolution are severable; if any word, phrase, clause,
sentence, section or provision of this Resolution is for any reason held to be
unconstitutional or illegal or invalid, the decision of any Court shall not affect or impair
any of the remaining provisions of this Resolution. It is hereby declared to be the intent
of the Board of School Directors of the Saucon Valley School District that this
Resolution would have been adopted had such unconstitutional or illegal or invalid
word, phrase, clause, sentence, section or provision thereof not been included herein.
SAUCON VALLEY SCHOOL DISTRICT 2017-2018 Homestead and Farmstead Exclusion Resolution
RESOLVED, by the Board of School Directors of the Saucon Valley School District, that homestead and farmstead exclusion real estate tax assessment reductions are authorized for the school year beginning July 1, 2017, under the provisions of the Homestead Property Exclusion Program Act (part of Act 50 of 1998) and the Taxpayer Relief Act (Act 1 of 2006), as follows: 1. Aggregate Amount Available for Homestead and Farmstead Real Estate Tax Reduction: The following amounts are available for homestead and farmstead real estate tax reduction for the school year beginning July 1, 2017: a. Gambling Tax Funds - The Pennsylvania Department of Education (PDE) has notified
the School District that PDE will pay to the School District during the school year pursuant to Act 1, 53 P.S. § 6926.505(b), as a property tax reduction allocation funded by gambling tax funds, the amount of $914,109.99.
b. Philadelphia Tax Credit Reimbursement Funds - PDE has notified the School District
that PDE will pay to the School District during the school year pursuant to Act 1, 53 P.S. § 6926.324(3), as reimbursement for Philadelphia tax credits claimed against the School District earned income tax by School District resident taxpayers, the amount of $22,294.73
c. Gambling Tax Funds and Philadelphia Tax Credit Reimbursement Funds from 2016-
2017 that weren’t distributed and that are available for utilization $10,242.92 d. Aggregate Amount Available - Adding these amounts, the aggregate amount available
during the school year for real estate tax reduction is $946,647.64 2. Homestead/Farmstead Numbers:
Pursuant to Act 50, 54 Pa. C.S. § 8584(i), and Act 1, 53 P.S. § 6926.341 (g)(3), the County has provided the School District with a certified report listing approved homesteads and approved farmsteads as follows:
a. Homestead Property Number - The number of approved homesteads within the School District is 4,863.
b. Farmstead Property Number - The number of approved farmsteads within
the School District is 20.
c. Homestead/Farmstead Combined Number - Adding these numbers, the aggregate number of approved homesteads and approved farmsteads is 4,883.
3. Real Estate Tax Reduction Calculation:
The school board has decided that the homestead exclusion amount and the farmstead exclusion amount shall be equal. Dividing the paragraph 1(c) aggregate amount available during the school year for real estate tax reduction of $946,647.64 by the paragraph 2(c) aggregate number of approved homesteads and approved farmsteads of 4,883, the maximum real estate tax reduction amount applicable to each approved homestead and to each approved farmstead is $194.04.
4. Homestead Exclusion Calculation: Dividing the paragraph 3 maximum real estate tax reduction amount of
$194.04 by the School District real estate tax rate of 53.03 mills (.05303), the maximum real estate assessed value reduction to be reflected on tax notices as a homestead exclusion for each approved homestead is $3,659.00, and the maximum real estate assessed value reduction to be reflected on tax notices as a farmstead exclusion for each approved farmstead is $3,659.00.
5. Homestead/Farmstead Exclusion Authorization – July 1 Tax Bills:
The tax notice issued to the owner of each approved homestead within the School District shall reflect a homestead exclusion real estate assessed value reduction equal to the lesser of: (a) the County- established assessed value of the homestead, or (b) the paragraph 4 maximum real estate assessed value reduction of $3,659.00. The tax notice issued to the owner of each approved farmstead within the School District shall reflect an additional farmstead exclusion real estate assessed value reduction equal to the lesser of: (a) the County- established assessed value of the farmstead, or (b) the paragraph 4 maximum real estate assessed value reduction of $3,659.00. For purposes of this Resolution, “approved homestead” and “approved farmstead” shall mean homesteads and farmsteads listed in the report referred to in paragraph 2 above and received by the School District from the County Assessment Office on or before May 1 pursuant to Act 1, 53 P.S. § 6926.341(g)(3), based on homestead/farmstead applications filed with the County Assessment Office on or before March 1. This paragraph 5 will apply to tax notices issued based on the initial tax duplicate used in issuing initial real estate tax notices for the school year, which will be issued August 1, and will not apply to interim real estate tax bills.
Otis Elevator $11,396.76 Elevator svc / inspections
CSI $8,512.11 Monitor fire/ inspections
Deigler Whiting $5,024.54 Bleachers maint/ inspections
Hydro Neumatic $2,857.59 Sewage Pumping station
Ehrlich Pest Control $5,554.79 Pest control and spraying
JMSI Enviormental $3,400.00 Right to Know/ AHERA
Supression Systems $1,559.53 Bi -Annual valt suppression
Integritech $4,710.39 Water testing and treatment
Simplex $913.52 Fire Alarm monitor
Kitzler Obrien $7,315.84 Fire Extinguisher inspection
Johnson Control $35,000.00 Metasys, HVAC Control, Chiller
Trane $2,757.27 Trane chiller inspection
Emergency Systems $3,142.53 Emergency Generator Maint
Spangler Boyer $3,657.89 Pool Pak
Tyler (Versatran) $5,500.00 Bus Routing Softwear
Tu Way $2,880.00 Radio towers (Admin)
Tomilson Bomberger $18,700.00 Lawn Treatment
Joshua Tree $1,859.32 Spray Trees
L E A S E D O C U M E N T A T I O N C H E C K L I S T
Documents Required Prior to Shipment Scanned to Apple
Lease No.
9666834001
Lessee Signature, Printed Name/Title, Execution Date
& Federal Tax ID No.
Contact Information Complete in its entirety.
Insurance Coverage Requirements Complete name of insurance company and contact information.
Essential Use Audit Print out and complete in its entirety; scan or mail back. Purchase Order(s) Purchase Order(s) must include:
Apple Inc. c/o Apple Financial Services
5000 Riverside Drive, Suite 300 East
Irving, TX 75039-4314
as Vendor, Apple product quantity and description with extended price,
bill-to and ship-to name/address, PO number, and authorized
signature. [[CUSTOMER_ATTACHMENT_0_]]
Additionally, please provide third party vendor contacts (if applicable).
Sales/Use Tax Exemption Certificate Please provide a copy, if applicable. Please list Seller as Apple Inc.
and its Assigns.
Notice of Assignment Please note the assignee. Large Order Delivery Requirements Please complete with the appropriate information.
NOTE: If you prefer to print a copy of the documents and sign, please scan signed documents and email to [email protected] and
[email protected] prior to overnighting for review (see FedEx info below). Please return the: (A) original properly executed documentation;
(B) original purchase order(s); and (C) sales tax exemption certificate.
Documents Required Prior to Funding Mailed to Apple
If not signed through DocuSign, or if requested by us,
originals of all the above, as well as the items below
Please mail to: Apple Financial Services
Attention: Rochelle Bryant
5000 Riverside Drive, Suite 300 East
Irving, TX 75039-4314
Send via Federal Express; call 800-463-3339 and charge to account
number: 048272789.
Acceptance Certificate Lessee Signature, Name/Title & Execution Date. Sign upon Acceptance
(May also be sent to you under separate cover prior to commencement)
Advance Lease Payment Invoice attached, if applicable.
IRS Form 8038-G Complete per instructions and signed.
NOTE: Please provide scanned copies of the above items to [email protected] and Rochelle Bryant at [email protected].
AFS Education Finance is pleased to send you the attached documentation package for your lease of Apple products and services. If you are new to
Apple Financial Services, welcome. If you have previously used our services, we appreciate your continued business. At this stage in the process, please
click on the “Review Documents” link below and follow the instructions to electronically sign your documents. In order to facilitate the most efficient and
timely processing of your equipment order, please attach your purchase order and sales tax exemption certification where instructed on the first page of
the documents. Prior to lease commencement, you will also need to send us an Acceptance Certificate, and, if required, the completed 8038, and/or your
advance lease payment. You can print a copy of the documents at any time. You will also receive an email once the documents have been counter-
signed by us so that you can view and print the final documents. Please feel free to call Rochelle Bryant at (469) 299-7558 with any questions.
DocuSign Envelope ID: 81F8D5D8-7AE8-4C3C-A000-36F0C539AB33
In Process
QUICKLEASE - LEASE PURCHASE AGREEMENT
FOR STATE OR LOCAL GOVERNMENT CUSTOMERS (MAXIMUM $150,000) Lease No.: 9666834001
Lease Date: June 22, 2017
EQUIPMENT. Pursuant to the terms of this Quicklease (the “Lease”), we agree to acquire and lease to you the following equipment (“Equipment): All personal computers, electronic devices, servers, networking equipment and other items with a value not to exceed $121,590.00 as such equipment is more particularly described in invoices presented to Apple Inc., as Lessor, and accepted by Lessee pursuant to the sale of such equipment, which descriptions are incorporated herein by reference.
Equipment Location: 2097 POLK VALLEY ROAD, HELLERTOWN, PA 18055 Supplier of Equipment (Name): Apple Inc.
LEASE PAYMENT SCHEDULE
Lease Term: 60 Lease Payment: $25,480.07 (net of applicable taxes) Frequency of Lease Payment: Monthly (in Advance)
Pmt # Payment Date
Payment Amount
Interest Principal Outstanding Balance
Commencement 7/25/2017 $121,590.00
7/25/2017 $25,480.07 $0.00 $25,480.07 $96,109.93
7/25/2018 $25,480.07 $2,297.02 $23,183.05 $72,926.88
7/25/2019 $25,480.07 $1,742.94 $23,737.13 $49,189.75
7/25/2020 $25,480.07 $1,175.63 $24,304.44 $24,885.31
7/25/2021 $25,480.07 $594.76 $24,885.31 $0.00
Totals: $127,400.35 $5,810.35 $121,590.00
The promotional interest rate based upon the principal amount is 2.39%. Lessee acknowledges that the discounted purchase price for the Lease is $118,649.80 and that such amount is the Issue Price for the Lease for federal income tax purposes. The difference between the principal amount of this Lease and the Issue Price is Original Issue Discount ("OID") for federal income tax purposes $2,940.20The interest rate for this Lease based on the Issue Price (the “Yield” for federal income tax purpose) is 3.69% per annum. Such Issue Price and Yield will be stated in the Form 8038-G or 8038-GC, as applicable. Lessee expressly represents that at least ninety-five percent (95%) of the discounted purchase price set forth in this Lease is being used to acquire Equipment that will be capitalizable for federal income tax purposes.
*The final Lease Payment amount will be amended to reflect the final funding amount paid by Lessor to Supplier (and, if applicable, any applicable upfront sales, use or similar taxes paid by Lessor at the time of sale) if such amount is different than the Total Cost to Lessor’s Assignee set forth above. If the Lease Payment amount changes, the Lease Payment Schedule will be deemed to have been amended to reflect the correct Lease payment amount. Unless a proper exemption certificate is provided, in states assessing upfront sales, use or similar tax, your Lease Payment, starting with the first invoice, will be adjusted to include reimbursement for the amount of upfront tax we paid the state, amortized over the term of the Lease using a rate that preserves our economic yield for the transaction. In other states, any applicable sales tax and use tax will be included on your invoice.
1. LEASE CHARGES. This Lease commences upon (a) your fulfillment of all conditions precedent as determined by us, (b) delivery of the Equipment to you (either all or a portion, pursuant to Section 2), and (c) your execution and delivery to us of a Certificate of Acceptance. You agree to send the Lease Payments and all other sums when due and payable to the address we provide you. Lease Payments are due whether or not you are invoiced. Lease Payments are due in advance as set forth above. You shall pay to us a charge on any Lease Payment not paid on the date such payment is due at the rate of 12% per annum or the highest lawful rate, whichever is less, from such due date until paid (“Default Interest Rate”). YOU HAVE SELECTED THE EQUIPMENT. THE SUPPLIER AND ITS REPRESENTATIVES ARE NOT OUR AGENTS AND ARE NOT AUTHORIZED TO MODIFY THE TERMS OF THIS LEASE. WE MAKE NO WARRANTIES TO YOU, EXPRESS OR IMPLIED, AS TO THE MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, SUITABILITY, OR OTHERWISE . WE PROVIDE THE EQUIPMENT TO YOU AS-IS. OTHER THAN A NON-APPROPRIATION OF FUNDS IN ACCORDANCE WITH SECTION 2, YOUR PAYMENT OBLIGATIONS ARE ABSOLUTE AND UNCONDITIONAL AND ARE NOT SUBJECT TO CANCELLATION, REDUCTION OR SET-OFF FOR ANY REASON WHATSOEVER INCLUDING, WITHOUT LIMITATION, EQUIPMENT FAILURE, LOSS OR DAMAGE. We may apply all your payments under this Lease in any order and manner selected by us. You waive all rights to direct the application of any payments made by you to us. We may offset and deduct any of your liabilities or obligations to us from any or all sums owed by us to you. You and we understand and intend that your obligation to pay Lease Payments under this Lease shall constitute a current and shall not in any way be construed to be a debt in contravention of any applicable constitutional or statutory limitation or requirement concerning the creation of indebtedness or debt by you, nor shall anything contained in this Lease constitute a p ledge of your general tax revenues, funds or monies. Notwithstanding anything in this Lease to the contrary, you agree to accept partial shipment of the Equipment. Upon delivery of a partial shipment, you agree to sign the Certificate of Acceptance and commence this Lease based on the Equipment that has been delivered to you. Your Lease Payment will start lower than what is reflected in the Lease Payment Schedule, adjusted in proportion to the partial shipment. When the remainder of the Equipment is delivered, we will further adjust your Lease Payment according to amount of Equipment finally delivered. 2. NON-APPROPRIATION OF FUNDS. You are obligated to pay Lease Payments under the Lease for each fiscal period as may lawfully be made from funds budgeted and appropriated for that purpose for such fiscal period. You currently intend to remit and reasonably believe that funds in an amount sufficient to remit all Lease Payments and other payments under the Lease can and will lawfully be appropriated and made available to permit your continued utilization of the Equipment under the Lease and the performance of its essential function during the scheduled term of the Lease as reflected in the Lease Payment Schedule (the “Lease Term”). You currently intend to do all things lawfully within your power to obtain and maintain funds from which the Lease Payments under the Lease may be made, including making provision for such payments to the extent necessary in each budget or appropriation request adopted in accordance with applicable provisions of law. Notwithstanding the foregoing, we acknowledge that the decision whether or not to budget and appropriate funds or to extend the term of the Lease for any period beyond the original or any additional fiscal period is within the discretion of your governing body. In the event that your governing body fails or is unwilling to budget, appropriate or otherwise make available funds for the payment of Lease Payments and other payments, if any, under this Lease following the then current fiscal period (an “Event of Non-appropriation”), you shall have the right to terminate this Lease on the last day of the fiscal period for which sufficient appropriations were made without penalty or expense, except as to the portion of any Lease Payment for which funds shall have been appropriated and budgeted, in which event you shall return the Equipment subject to this Lease in accordance with the return provisions set forth herein. You agree to deliver notice to us of such Event of Non-appropriation and termination at least thirty (30) days prior to the end of the then current fiscal period, but failure to give such notice shall not extend the term of this Lease beyond such then current fiscal period. 3. LIMITATION OF LIABILITY. NOTWITHSTANDING ANYTHING TO THE CONTRARY, WE SHALL NOT BE LIABLE FOR ANY DIRECT DAMAGES OFYOURS IN CONNECTION WITH THIS AGREEMENT OR THE EQUIPMENT, WHETHER ARISING IN CONTRACT, TORT, STRICT LIABLITY OR OTHERWISE, REGARDLESS OF THE THEORY OF LIABILITY. WE SHALL NOT BE LIABLE FOR ANY INCIDENTAL, INDIRECT, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES IN CONNECTION WITH THIS LEASE OR THE EQUIPMENT.
THIS AGREEMENT INCLUDES THE TERMS ON THE NEXT PAGE(S)
LESSOR (“We”, “Us”): APPLE INC. By: X_____________________________________________ Name: X_____________________________________________ Title: X_____________________________________________ Address: 5000 Riverside Drive, Suite 300 East , Irving, TX 75039-4314
LESSEE (“You”): SAUCON VALLEY SCHOOL DISTRICT By: X_____________________________________________ Name: X_____________________________________________ Title: X_____________________________________________ Address: 2097 POLK VALLEY ROAD, HELLERTOWN, PA 18055 Fed Tax ID No.: X_____________________________________________
DocuSign Envelope ID: 81F8D5D8-7AE8-4C3C-A000-36F0C539AB33
Michael Hanssen
Supervisor of Technology
In Process
4. USE; MAINTENANCE; INDEMNIFICATION. You must keep the Equipment free of liens, and except for the temporary relocation of mobile electronic devices, you will not remove the Equipment from the Equipment Location without our consent. You agree to: (a) USE THE EQUIPMENT ONLY IN THE LAWFUL CONDUCT OF YOUR ORGANIZATION, AND NOT FOR PERSONAL, HOUSEHOLD OR FAMILY PURPOSES; (b) use the Equipment in conformity with all insurance requirements and manufacturer’s recommendations; (c) at your sole cost, keep the Equipment repaired and maintained in good working order and as required by the manufacturer’s warranty; (d) maintain accurate and complete records of all repairs and maintenance; and (f) give us reasonable access to inspect the Equipment and its maintenance and other records. TO THE EXTENT PERMITTED BY APPLICABLE STATE LAW YOU AGREE TO DEFEND AND INDEMNIFY US FOR ALL LOSSES, DAMAGES, CLAIMS, INJURIES AND ATTORNEYS’ FEES AND COSTS (“Claims”) WHETHER BASED ON A THEORY OF STRICT LIABILITY OR OTHERWISE, INCURRED, CAUSED OR ASSERTED BY ANY PERSON, IN ANY MANNER RELATING TO THE EQUIPMENT. This indemnity survives termination of this Lease. 5. TAXES/OWNERSHIP. You agree to pay or reimburse us for all sales, use, rental, property, excise and gross receipts taxes and other taxes and charges incurred in connection with this Lease or the purchase, ownership or use of the Equipment. You will file all required property tax returns, promptly pay all property taxes assessed against the Equipment, and provide us with proof of payment upon request. In the event we are required by a taxing jurisdiction to file for and/or pay property taxes, you shall reimburse us for any property tax payments made by us. You will be the owner of the Equipment immediately upon delivery for federal tax purposes and if allowed by law, all other purposes, and you grant to us a security interest in the Equipment and all products and proceeds thereof to secure all of your obligations under this Lease. You agree to follow any notification from us regarding any changes in property tax reporting and payment responsibilities. 6. INSURANCE; LOSS; DAMAGE. You assume all risks of loss, theft, damage to or destruction of the Equipment. If any item of Equipment is lost, stolen or damaged you will immediately notify us in writing and, at your option and cost, within 30 days after such event, either: (a) promptly repair or replace the item to our satisfaction; or (b) pay us the sum of: (i) all past due and current Lease Payments; and (ii) the present value (discounted at the rate of interest applicable to this Lease, or if such rate is not permitted by applicable law, then at the lowest permitted rate) of (A) all remaining Lease Payments for the effected item(s) of Equipment; and (iii) all other amounts due hereunder (together, the “Stipulated Loss Value”). Insurance proceeds will be applied toward repair, replacement or payment owing to us, as applicable. You agree, at your cost, to: (a) keep the Equipment insured against all risks of physical loss or damage for the higher of Stipulated Loss Value or its full replacement value, naming us as loss payee; and (b) maintain Commercial General Liability insurance, covering personal injury and property damage in amount acceptable to us, naming us as additional insured. The policy must be issued by an insurance carrier acceptable to us, must provide us with not less than 15 days’ prior written notice of cancellation, non-renewal or amendment, and must provide deductible amounts acceptable to us. With our prior written consent, you may self-insure against such risks. 7. DEFAULT; REMEDIES. TIME IS OF THE ESSENCE. You will be in default hereunder if: (a) you fail to remit to us any payment within ten days of the due date; (b) you breach any other obligation under this Lease or any other agreement with us and fail to correct such violation within thirty days following written notice; or (c) you provide a false or misleading representation. If you default, we may do one or more of the following: (a) recover from you, AS LIQUIDATED DAMAGES FOR LOSS OF BENEFIT OF THE BARGAIN AND NOT AS A PENALTY, the Stipulated Loss Value; (b) declare any other agreements between us in default; (c) require you to return all of the Equipment in the manner outlined hereunder; (d) repossess the Equipment, and you waive any claims against us for damages, for trespass or for any other reason; (e) lease or sell the Equipment; (f) charge you the Default Interest Rate; (g) charge you for expenses incurred in connection with the enforcement of our remedies; and (h) cancel or terminate this Lease. These remedies are cumulative, are in addition to any other remedies provided for by law, and may be exercised concurrently or separately. Any failure or delay by us to exercise any right will not operate as a waiver of any other right. 8. PREPAYMENT. Unless you are in default under this Lease, you have the right to prepay in full, but not in part, all of your obligations under this Lease (the "Prepayment") prior to the end of the scheduled Term; provided, however, that any Prepayment that is not paid on a scheduled payment due date shall be deemed to have been made and shal l be effective as of the next scheduled due date (the "Effective Prepayment Date"). Any such Prepayment shall be made in the amount of the then corresponding "Prepayment Amount". The Prepayment Amount shall be an amount equal to: (a) all Lease Payments and all other sums due but unpaid under this Lease as of the time of the Effective Prepayment Date, plus (b) the present value of all Lease Payments to become due during the remainder of the Term (discounted to present value at the rate of interest applicable to this Lease, or if such rate is not permitted by applicable law, then at the lowest permitted rate), plus (c) the corresponding "Prepayment Fee". The Prepayment Fee shall equal one percent the amount described in clause (b) of this Section for each full twelve month period remaining in the Term as of the Effective Payment Date (unless we choose, at our discretion, to charge a lesser amount). You and we agree that the Prepayment Fee is a reasonable estimate of the actual or anticipated harm we would sustain if you prepay the Lease. 9. RETURN OF EQUIPMENT. In the case of a default under this Lease or an Event of Non-appropriation, you will, at your sole cost and expense, immediately return the Equipment (including all copies of any software), manuals, and accessories to any location and aboard any carrier we may designate in the continental United States. You must securely remove all proprietary data from any and all software, disk drives or magnetic media prior to returning the Equipment. The Equipment must be properly packed for shipment in accordance with the manufacturer's specifications, freight prepaid and insured, and maintained in accordance with the terms of this Lease. All Equipment must be free of markings. You will pay us for any missing or defective parts or accessories. You will continue to pay Lease Payments until the Equipment is accepted by us, which acceptance shall be deemed to occur fifteen (15) days after delivery unless we reject the Equipment for good cause within such fifteen (15) day period. 10. LESSEE’S REPRESENTATIONS AND WARRANTIES. You hereby represent, covenant and warrant as of the date hereof and as of the commencement of this Lease, and throughout the Lease Term: (a) you are a state or political subdivision thereof within the meaning of Section 103 of the Internal Revenue Code of 1986, as amended (the “Code”); (b) You are duly organized and existing under the Constitution and laws of the state in which you are located; (c) You are authorized to enter into and carry out your obligations under this Lease and every other document required to be delivered in connection therewith; (d) this Lease has been duly authorized, executed and delivered by you in accordance with all applicable laws, codes, ordinances, regulations, and policies; (e) any person signing this Lease has the authority to do so, is acting with the full express authorization of your governing body, and holds the office indicated below his or her signature, which is genuine; (f) the Equipment is essential to the immediate performance of a governmental or proprietary function by you within the scope of your authority and shall be used during the Lease Term only by you and only to perform such function; (g) you intend to use the Equipment for the entire Lease Term and shall take such action, in accordance with Section 3, to include in your annual budget request, for submission to your governing body, any funds required to fulfill your obligations for each succeeding fiscal period during the applicable Lease Term; (h) you have complied fully with all applicable laws, codes, ordinances, regulations, and policies, governing open meetings, competitive pricing and/or public bidding and appropriations required in connection with this Lease, the selection and acquisition of the Equipment and the selection of the supplier; (i) all payments due and to become due during your current fiscal period under this Lease are within the fiscal budget of such fiscal period, and are or will be included within an unrestricted and unencumbered appropriation currently available for the lease/purchase of such Equipment; (j) you shall not do or cause to be done any act which shall cause, or by omission of any act allow, the interest portion of any Lease Payment to become includible in our gross income for Federal income taxation purposes under the Code; (k) you shall comply with the information reporting requirements of Section 149(e) of the Code with respect to this Lease (such compliance shall include, but not be limited to, the execution of Form 8038-G or 8038-GC information reporting returns as appropriate); (l) all financial information provided by you is true and accurate and fairly represents your financial condition; (m) you have not for at least your most recent ten fiscal periods failed to appropriate or otherwise make available funds sufficient to pay rental or other payments coming due under any lease purchase, installment sale or other similar agreement; (n) there is no litigation, pending or threatened that would materially adversely affect the transactions contemplated by this Lease or your financial condition; and (o) any and all Equipment that you lease, purchase and/or acquire pursuant to this Lease is for your internal purposes only and not for resale. 11. ASSIGNMENT. You will not sell, transfer, assign, pledge, sublease, or allow other parties rights to the Equipment without our consent. We may, upon notice to you but without your consent, sell, assign, or transfer all of our right, title, and interest under this Lease to another party (each, an “Assignee”). You agree that, upon such assignment, the Assignee will have the same rights and benefits of ours under the Lease, but not our obligations. You agree that the rights of Assignee will not be subject to any claims, defenses, or set-offs that you may have against us, or any supplier or vendor. Upon notice to you of such assignment, you agree to respond to any requests about this Lease and, if directed by us or the Assignee, to pay Assignee all Lease Payments and other amounts due under this Lease. You hereby appoint us as your agent to maintain a record of all assignments of this Lease in a form sufficient to comply with the registration requirements of Section 149(a) of the Code and the regulations prescribed thereunder from time to time, and we agree to maintain such registration record. 12. MISCELLANEOUS. You authorize us or our agent to: (a) obtain credit reports and make credit inquiries; (b) furnish payment history to credit reporting agencies; and (c) file UCC financing statements relating to the Equipment. We may, without notifying you, release information we have about you and this Lease to the manufacturer, supplier or any prospective investor, participant, beneficiary or purchaser of this Lease. If any amount in excess of that allowed by law is charged under this Lease, such charge will be deemed limited to the amount legally allowed and we will refund any excess we receive or apply it to payment of amounts legally owed under this Lease. If a court finds any provision of the Lease to be unenforceable, all other terms will remain in effect and enforceable. You authorize us to insert or correct missing or incorrect information on this Lease. We have the right to receive and retain or pay rebates, discounts and other compensation directly or indirectly from manufacturers, suppliers, vendors or third-parties with respect to the Equipment and such payments may affect the overall economics of the transaction. YOU HEREBY ACKNOWLEDGE AND CONFIRM THAT YOU HAVE NOT RECEIVED ANY LEGAL, TAX, FINANCIAL OR ACCOUNTING ADVICE FROM US OR ANY SUPPLIER OR MANUFACTURER OF THE EQUIPMENT. Restrictive endorsements on checks you send to us will not reduce your obligations to us. This Lease and other related documents (each a “Document”) may be executed in counterparts (manually or by electronic means) by either party and transmitted to us by facsimile or other electronic means. No Document is binding on us until we sign it. When a copy of each Document containing your signature is signed by us (manually or electronically) and in our possession, then such copy shall constitute the original document for all purposes and this Lease shall constitute chattel paper as that term is defined in the UCC. If you sign or transmit any Document to us electronically, you shall provide the counterpart of such Document containing your original manual signature to us at our request. You agree not to raise as a defense to the enforcement of any Document that it was executed by electronic means by either party or transmitted to us by facsimile or other electronic means. This Lease is binding upon and inures to the benefit of the parties and their successors and assigns. THIS LEASE WILL BE GOVERNED BY THE LAWS OF THE STATE WHERE YOU ARE LOCATED WITHOUT REGARD TO THE CONFLICT OF LAW PRINCIPLES THEREOF. ANY AGREEMENTS REACHED BY THE PARTI ES ARE CONTAINED IN THIS WRITING, WHICH WRITING IS THE COMPLETE AND EXCLUSIVE STATEMENT OF THE AGREEMENT BETWEEN THE PARTIES, EXCEPT AS WE MAY LATER AGREE TO MODIFY IN WRITING. ORAL AGREEMENTS OR COMMITMENTS TO MODIFY THIS LEASE OR TO FORBEAR FROM ENFORCING REPAYMENT OF THE SAME ARE NOT ENFORCEABLE.
DocuSign Envelope ID: 81F8D5D8-7AE8-4C3C-A000-36F0C539AB33
In Process
CONTACT INFORMATION
Pursuant to Lease No. 9666834001 dated as of June 22, 2017, between Apple Inc. as Lessor and SAUCON VALLEY SCHOOL DISTRICT as Lessee, Lessee hereby acknowledges the obligations to make Lease Payments promptly when due in accordance with the Lease.
INVOICE MAILING ADDRESS: SHIP TO ADDRESS:
Mail invoices to the attention of:
Phone:
Cell:
Email:
Primary Contact: Summer – Primary Contact:
Phone: Phone:
Cell: Cell:
Email: Email:
Secondary Contact: Summer – Secondary Contact:
Phone: Phone:
Cell: Cell:
Email: Email:
Product Delivery Contact: Digital Product Contact:
Phone: Phone:
Cell: Cell:
Email: Email:
LESSEE: SAUCON VALLEY SCHOOL DISTRICT
SIGNATURE: X
NAME / TITLE: X
DATE: X
DocuSign Envelope ID: 81F8D5D8-7AE8-4C3C-A000-36F0C539AB33
Michael HanssenSupervisor of Technology
In Process
INSURANCE COVERAGE REQUIREMENTS
LEASE NO. 9666834001 dated June 22, 2017
SAUCON VALLEY SCHOOL DISTRICT
1) Insurance Agency - Name of Agency, Phone Number, Fax Number, and Contact Name
2) Property Damage & Loss Coverage -
a) "All Risk" Physical Damage & Loss Insurance
b) Include: Policy Number, Effective Date and Expiration Date
c) APPLE INC. and its Assigns named "Loss Payee"
d) Endorsement giving 30 days written notice of any changes or cancellation.
LIMITS: The full replacement value of the equipment.
3) The Certificate Holder should be named as follows:
APPLE INC. and its assigns 5000 Riverside Drive, Suite 300 East Irving, TX 75039-4314
FOR SELF INSURANCE:
A letter needs to be prepared on Lessee's Letterhead and addressed to APPLE INC. and its Assigns, and signed by an authorized official of the Lessee. The letter must refer to the Master Lease, and include information regarding the statute authorizing this form of insurance (with a copy of the statute attached to the letter).
DocuSign Envelope ID: 81F8D5D8-7AE8-4C3C-A000-36F0C539AB33
In Process
ESSENTIAL USE AUDIT
Lessee Contact Name / Position: Phone Number: _________________________
1. Please clarify legal name of proposed lessee?
2. Is any equipment to be leased replacing any existing equipment? [ ] Yes [ ] No (If No, proceed to question 3)
a. What percentage of the equipment to be leased is replacement? _____%
b. How long was the existing equipment in use? [ ] 1-3 yrs [ ] 3-5 yrs [ ] 5+ yrs
c. Why is the existing equipment being replaced?
d. What will be done with the replaced equipment? ____________________________________________
___________________________________________________________________________
___________________________________________________________________________
3. For what purpose is the equipment being acquired?
[ ] Educational Use (Such as Schools or Universities)
[ ] Administrative Use (Such as State or County Offices)
[ ] Outdoor Use (Such as Golf Course or Public Common Areas)
[ ] Other Use: _________________________________________
4. Was the equipment/lease placed for competitive bid? [ ] Yes [ ] No
If No, why was a bid not required?
[ ] Covered under state contract (Contract name and # )
[ ] Size of transaction does not require competitive bid (What documentation:
[ ] Transaction exempt from bidding process pursuant to current statutes (statute # )
(Please attach copy of statute if available)
[ ] Other: ____________________________________________________________________
5. What is the source of funds for repayment of this obligation?
[ ] Local Property Taxes
[ ] State Unrestricted Revenues
[ ] Federal Financial Assistance
[ ] Chapter I
[ ] Chapter II
[ ] Other: ________________________________________________________________
[ ] Other: ______________________________________________________________________
6. Are the funds to be used for repayment of this obligation appropriated and encumbered in an approved budget? [ ] Yes [ ] No
If No, why is the obligation not included in an approved budget? __________________________________________
________________________________________________________________________________
7. Why do you expect funds to continue to be appropriated in the future for repayment of this obligation? ____________________
________________________________________________________________________________
To the best of your knowledge, have you ever non-appropriated funds in the past? [ ] Yes [ ] No
If Yes, please provide details: ___________________________________________________________
_____________________________________________________________________________
8. Will a Purchase Order be issued for this transaction? [ ] Yes [ ] No
9. Is a Purchase Order # required on the Invoice for prompt payment? [ ] Yes [ ] No
Completed By:
Signature Title Printed Name Phone
DocuSign Envelope ID: 81F8D5D8-7AE8-4C3C-A000-36F0C539AB33
Supervisor of TechnologyMichael Hanssen
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NOTICE OF ASSIGNMENT
Dated [[GECOUNTERSIGNER_LABEL_3_BLOCK0_0]]
APPLE, INC. (“Assignor”) hereby gives notice that Assignor assigned to WELLS FARGO VENDOR FINANCIAL SERVICES, LLC
(“Assignee”) all of its rights in and to Lease No. 9666834001 (the “Lease”) dated June 22, 2017, by and between Assignor and
SAUCON VALLEY SCHOOL DISTRICT (“Lessee”).
Assignor hereby requests, and instructs Lessee, that all rental payments and other amounts coming due pursuant to the Lease on
and after the date hereof are payable to and should be remitted to Assignee as directed by invoices.
Lessee’s questions related to the administration of the Lease and billing should be referred to Assignee as follows:
WELLS FARGO VENDOR FINANCIAL SERVICES, LLC
P.O. Box 3083
Cedar Rapids, IA 52406-9890
Telephone (800) 633-3980
Attn: Customer Service
The Federal Tax Identification Number of WELLS FARGO VENDOR FINANCIAL SERVICES, LLC is 94-1686094.
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AFS EDUCATION LEASE INVOICE
Remit Payment To: Apple Inc. c/o Apple Financial Services Attn: Contracts 5000 Riverside Drive, Suite 300 East Irving, TX 75039-4314
BILLING ID CUSTOMER NO CUSTOMER SERVICE
9666834001 319-841-7978
INVOICE INVOICE DATE DUE DATE TOTAL DUE
ADV9666834001 July 1, 2017 7/25/17 $25,480.07
LESSEE: SAUCON VALLEY SCHOOL DISTRICT MICHAEL HANSSEN
2097 POLK VALLEY ROAD HELLERTOWN, PA 18055
ACCOUNT DUE DATE DESCRIPTION AMOUNT
9666834001 7/25/17 Advanced Lease Payment $25,480.07
***Please return your payment with this invoice -- Your payment is due at the time of lease commencement***
________________________________________________________________________________________________
_
DocuSign Envelope ID: 81F8D5D8-7AE8-4C3C-A000-36F0C539AB33
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DocuSign Envelope ID: 81F8D5D8-7AE8-4C3C-A000-36F0C539AB33
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8038-G Instructions available at: http://www.irs.gov/pub/irs-pdf/i8038g.pdf
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PURCHASE ORDER REQUIREMENTS
In order to expedite your order appropriately and as quickly as possible, we ask that your Purchase Order contain the following information, if applicable. If you have any questions regarding this information, please feel free to contact us at any time.
1. Purchase Order Should be made out to:
Apple, Inc. c/o Apple Financial Services 5000 Riverside Drive, Suite 300 East Irving, TX 75039-4314 2. Purchase Order Number
3. Purchase Order Date
4. Apple Education Quote/Proposal Number and Total Amount of Quote
5. Physical Ship To Street Name/Address
6. Bill to Address
7. Lease Reference, Example:
"Per Lease # 9666834001" 8. Authorized Signature
9. Configure to Order (CTO) Specifications (if applicable)
10. Personalization Text (if applicable)
11. Taxes (if applicable)
12. E-waste Fees (if applicable)
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Purchase Order and Delivery Requirements
Large Order Delivery Requirements In order to facilitate a timely and accurate product shipment, please accurately provide complete details.
Please complete the following if your PO is >$100K, >300lbs, and/or includes a Bretford Cart.
1. Does the delivery location have a dock? 2. Does the delivery location require a truck with lift gate?
3. Does the delivery location have a Forklift/Pallet Jack?
Yes No
Yes No Yes No
4. Does the delivery location have the manpower to offload the quantity of freight they are expecting?
Yes No
5. Can the delivery location accommodate a 53-foot trailer if they are expecting an FTL (full truckload) size shipment? Yes No
6. Does the delivery location require an appointment? 7. Can you accept the entire delivery at once?
8. Does the delivery location require inside delivery?
Yes No
Yes No Yes No
(Please note that the carrier is unable to deliver this product up stairs. We advise that you make alternate arrangements to bring the delivery to the required floor.)
- Is there a freight elevator at the delivery location?
Yes No
9. List the name and phone number for 2 delivery location contacts:
a. b.
10. Are there any holidays, closure dates or hours of operation that would prevent an 8am-5pm
delivery?
11. Are there any other special delivery requirements we should be aware of?
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DocuSign Envelope ID: 81F8D5D8-7AE8-4C3C-A000-36F0C539AB33
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Apple Inc. Education Price QuoteCustomer: Michael Hanssen
SAUCON VALLEY SCHOOL DISTRICT Phone: 6109726926email: [email protected]
Apple Inc: Christy Spielberger5505 W Parmer Lane Bldg 7 MS: 581-IESAustin, TX 78727-6524Phone: 512-6746526Fax: 800-5900325email: [email protected]
Apple Quote: 2204094086
Quote Date: 15-Jun-2017 Quote Valid Until: 15-Jul-2017
Quote Comments: Please reference Apple Quote number on your Purchase Order.
# Product Description Qty Unit List Price
Discount per Unit
Unit Discounted
Price
Extended Discounted
Price
1 21.5-inch iMac065-C4YV 2.3GHz dual-core Intel Core i5, Turbo Boost upto 3.6GHz065-C4YY 16GB 2133MHz DDR4065-C506 1TB Serial ATA Drive @ 5400 rpm065-C4YW Intel Iris Plus Graphics 640065-C50L Wired Apple Mouse (Must be ordered with WiredKeyboard)065-C50W Wired Apple Keyboard with numeric keypad(English) / User's Guide (English) (Must be ordered withWired Mouse)
Part Number Z0TH
80 1,229.00 20.00 1,209.00 96,720.00
2 MacBook Air 5-pack (13-inch/1.8GHz i5/8GB/128GB SSDstorage/Intel HD Graphics 6000)
MacBook Air 5-pack (13-inch/1.8GHz i5/8GB/128GB SSDstorage/Intel HD Graphics 6000)Part Number: MQD62LL/AQuantity: 30
Part Number BMT12LL/A
6 4,145.00 0.00 4,145.00 24,870.00
Extended EDU List Price Total 123,190.00
Total Discount 1,600.00
Extended Discounted Price Subtotal 121,590.00
- eWaste Fee / Recycling Fee 0.00
-
-
Extended Discounted Total Price* 121,590.00*In most cases Extended discounted Total price does not include Sales Tax*If applicable, eWaste/Recycling Fees are included. Standard shipping iscomplimentary
Complete your order by one of the following:
This document has been created for you as Apple Quote ID 2204094086. Please contact your institution's Authorized Purchaser to submit theabove quote online at https://ecommerce.apple.com. Simply go to the Quote area of your Apple Education Online Store, click on it and convert toan order.
If you are the Authorized Purchaser and need to register for access to the Apple Education Online Store, go to http://myaccess.apple.com.For registration assistance, call 1.800.800.2775, option 5, option 1.
If you are unable to submit your order online, please send a copy of this Quote with your Purchase Order via email [email protected]. Be sure to reference the Apple Quote number on the PO to ensure expedited processing of your order.
For more information, go to provision C below, for details.
THIS IS A QUOTE FOR THE SALE OF PRODUCTS OR SERVICES. YOUR USE OF THIS QUOTE IS SUBJECT TO THE FOLLOWING PROVISIONS WHICH CAN CHANGE ON SUBSEQUENT QUOTES:
A. ANY ORDER THAT YOU PLACE IN RESPONSE TO THIS QUOTE WILL BE GOVERNED BY (1) ANY CONTRACT IN EFFECT BETWEEN APPLE INC. ("APPLE") AND YOU AT THE TIME YOUPLACE THE ORDER OR (2), IF YOU DO NOT HAVE A CONTRACT IN EFFECT WITH APPLE, CONTACT [email protected].
B. ALL SALES ARE FINAL. PLEASE REVIEW RETURN POLICY BELOW IF YOU HAVE ANY QUESTIONS. IF YOU USE YOUR INSTITUTION'S PURCHASE ORDER FORM TO PLACE AN ORDERIN RESPONSE TO THIS QUOTE, APPLE REJECTS ANY TERMS SET OUT ON THE PURCHASE ORDER THAT ARE INCONSISTENT WITH OR IN ADDITION TO THE TERMS OF YOURAGREEMENT WITH APPLE.
C. YOUR ORDER MUST REFER SPECIFICALLY TO THIS QUOTE AND IS SUBJECT TO APPLE'S ACCEPTANCE. ALL FORMAL PURCHASE ORDERS SUBMITTED BY EMAIL MUST SHOW THEINFORMATION BELOW:
APPLE INC. AS THE VENDOR
BILL-TO NAME AND ADDRESS FOR YOUR APPLE ACCOUNT
PHYSICAL SHIP-TO NAME AND ADDRESS (NO PO BOXES)
PURCHASE ORDER NUMBER
VALID SIGNATURE OF AN AUTHORIZED PURCHASER
APPLE PART NUMBER AND/OR DESCRIPTION OF PRODUCT AND QUANTITY
TOTAL DOLLAR AMOUNT AUTHORIZED OR UNIT PRICE AND EXTENDED PRICE ON ALL LINE ITEMS
CONTACT INFORMATION: NAME, PHONE NUMBER AND EMAIL
D. UNLESS THIS QUOTE SPECIFIES OTHERWISE, IT REMAINS IN EFFECT UNTIL 15-Jul-2017 UNLESS APPLE WITHDRAWS IT BEFORE YOU PLACE AN ORDER, BY SENDING NOTICE OFITS INTENTION TO WITHDRAW THE QUOTE TO YOUR ADDRESS SET OUT IN THE QUOTE.
APPLE MAY MODIFY OR CANCEL ANY PROVISION OF THIS QUOTE, OR CANCEL ANY ORDER YOU PLACE PURSUANT TO THIS QUOTE, IF IT CONTAINS A TYPOGRAPHICOR OTHER ERROR.
E. THE AMOUNT OF THE VOLUME PURCHASE PROGRAM (VPP) CREDIT SHOWN ON THIS QUOTE WILL ALWAYS BE AT UNIT LIST PRICE VALUE DURING REDEMPTION ON THE VPPSTORE.
F. UNLESS SPECIFIED ABOVE, APPLE'S STANDARD SHIPPING IS INCLUDED IN THE TOTAL PRICE.
SEA #Opportunity ID: 264497957
https://ecommerce.apple.comFax:800-5900325
Terms & Use | Privacy Policy | Return PolicyCopyright © 2017 Apple Inc. All rights reserved.
Document rev 10.6.1 Date of last revision - May 12th, 2017
06/15/2017
$1 Purchase OptionThank you for considering Apple Financial Services to fund your technology plan. Please find your $1 Purchase Option financing proposal below.
Financed Amount Annual Payments in Advance Lease Term
$121,590.00 $25,480.07 5 Years
2.39% Promotional APR
What is a $1 Purchase Option? This is a financing option designed for equipment ownership at the end of the financed term. The $1 Purchase Option creates predictable payments while enabling universities and schools to deploy years’ worth of equipment today using budgeted funds.
Why use a $1 Purchase Option? This option is usually recommended for educational institutions that know they want to own equipment at the end of term. Once the financed term ends, ownership will enable flexibility: continue using the equipment or trade it in to recover value toward new gear.
What are my options at the end of the financed term?End of term options will be detailed in the final documents. The options include:1. Purchase the equipment at end of term for $1.2. Trade in equipment for value toward a new purchase or financed term.
Overall, the $1 Purchase Option enables administrators to buy more equipment today, while providing the flexibility that ownership allows.
Please do not hesitate to call or email me at the contact information below with any questions.
Amanda CurranNortheast Area Financing Manager–North US | Apple Financial ServicesT: 610.392.3629 | E: [email protected]
Confidential ProposalSaucon Valley School District
Pricing Notes and Conditions
This proposal is for informational purposes and does not constitute a legally binding obligation of either party. Subject to the satisfactory completion of the Lessor’s standard credit approval process and the completion of documentation acceptable to the Lessor. Apple Financial Services is not a financial advisor and does not have a fiduciary duty to you under federal securities laws. Consult with your financial advisor regarding the options offered.
Lease Discount Disclosure Statement: Apple Inc. through the Apple Financial Services program may provide an equipment discount to certain third-party investors. The discount may be applied to facilitate a lease rate discount. The actual interest rate paid on any resulting lease may be reflected in an amortization table provided with lease documents. The quoted payment amount does not include amounts that may be due for taxes or fees, if applicable.
The lease charge portion of the payments can be determined by applying to the total adjusted cost the rate which will amortize the total adjusted cost down to the purchase option amount. The lease charge rate may be higher than the actual annual interest rate because of the amortization of certain costs and fees incurred by the third-party investor. Rates may be subject to verification that the Lessee is a state or political subdivision as defined in Sec. 103 of the IRS Code, 1986.
iPad Insurance Coverage
IMPORTANT INFORMATION: 1. SVSD Insurance coverage is available for students and parents to cover replacement of the iPad in the event of reasonable
accidental damage. The policy will not cover theft or loss of the iPad or the iPad accessories (charger cord, block, kick-stand).
Replacement cost of the iPad is approximately $299.
2. The SVSD insurance plan for the iPad does not cover damage that is determined to be the result of negligent use or
treatment, nor does it cover outright loss of the iPad. MALICIOUS DAMAGE IS NOT COVERED UNDER ANY
CIRCUMSTANCES.
3. The SVSD Insurance plan covers TWO CLAIMS in a single school year.
4. The SVSD issued iPad must remain in the district issued case to remain covered.
SVSD Insurance Single Child
Annual Fee $24.00
Deductible $100 Each Claim
PLEASE CHOOSE ONE OF THE FOLLOWING OPTIONS: (COMPLETE ONE FORM PER CHILD)
⏮ OPT IN
By choosing to OPT IN, we are participating in the SVSD insurance coverage. We understand that we are responsible for the annual
fee and that the payment must be received by the date specified by my school. PAYMENT OPTIONS: You may pay the insurance by
check/money order or credit card. Cash is not accepted.
Student Name: __________________________________________________School: ____________________
Parent Signature: _____________________________________________________ Date:________________________
Your signature acknowledges that you are participating in the SVSD insurance plan and have read and accept all aspects of the plan,
including payment of the fee by the requested date. Your signature also acknowledges that you understand loss or theft is not covered
under the insurance program and that you agree to reimburse the district for the cost of the device.
If paying by check make the check payable to Saucon Valley School District and write student name/grade, and iPad insurance in notes
at bottom of check and submit to the office or iPad pickup. If paying for more than one child with your payment, attach a separate
signature form for each child and reference same payment information.
⏮ OPT OUT
By choosing to OPT OUT of the Saucon Valley School District’s insurance coverage for the iPad and iPad Accessories, we accept full
financial responsibility for the iPad and iPad accessories should it be lost, stolen or damaged.
Student Name: __________________________________________________School: ____________________
Parent Signature: _____________________________________________________ Date: ________________________
THIS FORM IS MANDATORY. IPADS CANNOT BE ISSUED UNTIL THIS FORM IS COMPLETED AND
RETURNED TO THE SCHOOL, WHETHER YOU CHOOSE TO OPT IN OR OUT.