November 22, 2005

1
Orleans Parish School Board Accounting, Human
Resource and Financial Management Plan and
Implementation Status Report 8
November 22, 2005
2
Table of Contents

• Section Page
• Working Group Updates
• Financial Management Accounting 2
• Human Resources 7
• Procurement 11
• Information Technology 12
• Facilities Maintenance 18
• Dispute Analysis and Forensics 23

3
Financial Management Accounting

• Summary of Activities
• Financial Accounting as of October 31st
• Cash Receipts Substantially all cash receipts
  for the first four months of FY 06 have been
  posted to GL.
• Accounts payable completed GL posting of July
  and August disbursements.
• Balance Sheet Accounts Substantially completed
  analysis of prepaid insurance, receivables, and
  inventories.
• Payroll Posted Oracle, Western Union and first
  ADP payrolls to GL.
• Revenue Expense Accounts Substantially
  completed GL posting of major revenue and expense
  transactions.
• Post-Katrina Cash Flow Summaries and Budget
  Projections
• Cash Flow Summary prepared post-Katrina cash
  flow summary.
• Budget projections continued preparing updated
  post-Katrina budget projections based upon fluid
  revenue and expense assumptions.

4
Financial Management Accounting (cont.)

• Summary of Activities (cont.)
• Accounts Payable
• Ongoing response to vendor inquiries
• Post-Katrina and critical invoices Brought on
  NOPS accounts payable person to assist Alvarez
  and Marsal A/P designated person in the
  processing of current claims and claims for
  critical functions. Perform 3-way match and
  assure invoice is properly approved, supported
  and accurate.
• Pre-Katrina invoices Obtained from Oracle a
  detailed listing of invoices in the system as of
  8/31/05 and a listing of payments made for the 13
  months ended 8/31/05. Investigate and respond to
  vendor claims.
• Search for unrecorded liabilities
• Received temporary assistance from clerk to go
  through volumes of mail to sort between
  department. Clerk assigned to compile files for
  vendor.
• Currently 85 done on sorting through vendor
  invoices received post-Katrina, separation
  between Post and Pre Katrina and filing of same.
  Objective is to compile detail and support of all
  pre-Katrina invoices as there were many invoices
  unrecorded as of 8/31/05 and even more that had
  not passed the 3-way match process.
• Critical Path Timeline
• Designing critical path timeline for major
  Finance projects including bank reconciliations,
  W-2 preparation, payroll reconciliations, Accrued
  Sick and Vacation termination payments, year end
  audit preparation, special revenue budget
  preparation, debt restructuring, and FEMA
  reimbursements.

5
Financial Management Accounting (cont.)

• Summary of Activities (cont.)
• Grant Management
• Developed a revised FY2005-06 TANF After School
  For All grant budget for submission to the LDE.
• Developed a prioritization process for completing
  grant budget revision and submissions for
  FY2005-06 based upon current NOPS projections.
• Began writing responses to questions on the
  FY205-06 Title I application.
• Continued reconciling grant reimbursement
  receipts to bank statements and GL.
• Continued researching Direct Instruction (DI)
  payables to determine and substantiate amounts
  due. Vendor has been non-responsive to requests
  for invoices.
• Developed procedures for charter school grant
  budgeting, payments, and monitoring.
• Submitted seven reimbursement claims totaling
  2,634,539.53. These include the IDEA and
  Extended Year payroll for August 2005.
• Finalized documentation recovery. All
  salvageable financial documents at the Timbers
  buildings related to grants were moved to
  McDonough 7. However these files are now in boxes
  that must be organized and inventoried.
• Finalized documentation and payment for
  Supplemental Education Services provided by
  Education Station in FY2004-05.

6
Financial Management Accounting (cont.)

• Work Planned For Upcoming Weeks
• Financial Accounting
• Cash Preparing RFP to engage third party
  Accounting firm to assist with Bank
  Reconciliation process. Issue- missing bank
  statements, receipts and disbursements detail
  must be located or duplicate copies obtained.
• Accounts payable Complete posting of September
  and October disbursements, complete accounts
  payable database. Cease issuance of manual checks
  and resume Oracle cash disbursement process.
  Continue resolving noted issues between the
  accounts payable module and the GL. Reconcile and
  adjust out of balance condition between the GL
  and A/P modules.
• Balance Sheet Accounts Complete account
  analysis of payroll accrual, vacation, sick,
  sabbatical leave accruals.
• Payroll Complete Posting ADP payrolls through
  October 31. Complete automated ADP payroll
  interface to GL. Complete payroll taxes accounts
  and benefit accounts reconciliations.
• Audit Preparation Continue working on account
  analysis and reconciliations for FY 2005 audit.
• Fix Asset Reconciliations Work with American
  Appraisal to establish Fixed Asset physical
  inventory adjustment as of June 30, 2005 and
  casualty losses as of August 29, 2005.
• Post-Katrina Cash Flow Summaries and Budget
  Projections
• Cash Flow Summaries Continue updating
  post-Katrina cash flow summaries.
• Budget projections Prepare post-Katrina budget
  amendment based upon current revenue and expense
  assumptions.
• Accounts payable
• Develop vendor claims process to be followed in
  order for vendors to secure payment for proper

7
Financial Management Accounting (cont.)

• Work Planned For Upcoming Weeks (cont.)
• Grant Management
• Finalize written responses to LDE questions on
  the FY2005-06 Title I application and submit a
  revised application.
• Continue reconciling grant reimbursement receipts
  to insure proper GL postings.
• Continue to process July and August grant related
  payroll for reimbursement.
• Continue processing reimbursement claims relating
  to recovered documentation.
• Continue reconciling FY2004-05 Title I staffing
  lists to salary payments and obtain available
  A-87 cost reports that were not submitted prior
  to Katrina.
• Begin submitting revised FY2005-06 grant budgets
  to LDE.
• Continue to reconcile FY2004-05 GL accounts
  related to grants.

8
Human Resources

• Summary of Activities
• Human Resources
• General Employee Communications and Coordination
• Continue to maintain and monitor NOPS call center
  to disseminate information and respond to
  employees questions and requests. Continue to
  maintain a records log.
• Continue to update AM-NOPS website to increase
  communication to parents, students and employees
  of NOPS (i.e., Frequently Asked Questions,
  current press releases and important information
  for NOPS parents and employees). We are in the
  process of moving the AM-NOPS website
  information to the restored NOPS website.
• Continue to respond to and process NOPS
  employment verification requests, resignations,
  retirements, mortgage/auto loan requests, payroll
  questions, student records requests, benefits
  requests, etc.
• Tracking all resignations and retirements in our
  database. Upon validation of employee vacation
  and sick liabilities (currently in process), we
  have developed a process to begin to disperse
  earned amounts less any over payments made
  during the Post-Katrina payrolls. (See
  Attachment)
• Supported the relocation and organization of
  25,000 personnel (active/inactive/teacher/non-tea
  cher)/retirement files from Timbers location to
  McDonogh No. 7 (in process).
• Supporting finance with historical HR balances
  (i.e., accruals for sabbatical leaves, vacation,
  and sick, etc).
• Supported payroll by evaluating earnings elements
  to determine the structure and type of elements
  to retain on a go-forward basis. Identified
  all required earnings elements (i.e., Permanent
  PIP, State Increments, Longevity Pay, etc.)
• Coordinated allowing employees to enter the
  Timbers buildings to collect their personal
  effects to include drafting/posting
  communications and drafting a Release Waiver for
  signature prior to entry. (See Attachment)
• Making changes to errors in the job table coding
  for PEP reporting requirements.
• Continue to collect, communicate, and pursue
  organizations and individuals who have offered
  donations to NOPS to include
• Establishing a location and the general
  logistics.
• Drafted a Resolution to allow the Board to
  formally accept donations and compiled list of
  donations for acceptance. (See Attachment)
• Donation status 86 Individuals/Groups Offering
  Assistance (Large and Small Donors). Donation
  types include Computers, Adopt a School
  Programs, Textbooks, Library Books School
  Supplies, Financial Aid (working through the
  Community Fund of Acadiana c/o Raymond Hebert)

9
Human Resources (cont.)

• Summary of Activities (cont.)
• Human Resources
• Staffing School-based Administrative
• Developing weekly statistical reports to
  determine staffing needs as a result of student
  Indication of Interest, actual enrollment of
  students at schools and multiple locations around
  the city. Coordinated enrollment efforts at
  remote locations to include developing fliers and
  public communications, signing up children and
  responding to questions.
• Developed NOPS staffing strategy and plans, to
  include
• Developed staffing process to include key events,
  a timeline, and roles responsibilities.
• Identified contacted Principals Assistant
  Principals.
• Began to call former NOPS employees (i.e.,
  Teachers other School-based employees) to
  verify their intent to return to one of the two
  NOPS schools slated to be re-opened.
• Developing seniority recall lists by
  certification.
• Following up with next senior employee to fill
  positions if the incumbent employee declined
  employment.
• Developed Access Database to generate and
  administer Employee Verification Form for those
  NOPS employees brought back to ensure clarity and
  agreement on salary, benefits, position, title,
  location, deductions, etc. (See Attachment)
• Drafted and administered Independent Contractor
  agreement. (See Attachment)
• Benefits Retirement
• Worked with Coventry relative to the Catastrophic
  Plan enrollment and worked with FBMC relative to
  employees interested in enrolling in COBRA
  coverage. Due to the limited number of employees
  who have responded during the enrollment period,
  met with representatives from Coventry to discuss
  alternatives to terminating employees who do not
  elect either coverage before December 1, 2005.
  Working to create additional communication
  (possibly a postcard to employees last known
  address) regarding an extension of time to
  enroll in the catastrophic plan.
• Working with the State Retirement Agencies to
  assist NOPS employees who are interested in
  retiring, entering/exiting DROP or requesting
  refunds of prior contributions. Also working
  with NOPS staff to accommodate those retiring
  employees who want to elect Coventry retiree
  healthcare coverage.
• Worked with NOPS staff to address the process as
  well as the questions from retirees regarding
  payment of their quarterly MetLife life insurance
  premiums and filing of death claims.
• Coordinating Workers Compensation payments with
  our third party administrator, Hammerman
  Gainer. Establishing a process for meeting our
  statutory obligations and manage cash flow.

10
Human Resources (cont.)

• Work Planned For Upcoming Weeks
• Human Resources
• Continue to maintain and monitor call center to
  locate NOPS employees, disseminate information
  and respond to questions.
• Continue to monitor and update NOPS website to
  increase communication to parents, students and
  employees of NOPS (i.e., Frequently Asked
  Questions, current press releases and important
  information for NOPS parents and employees).
• Develop, as required, HR related internal and
  external communications including press releases,
  website communications, FAQs, and call center
  scripts.
• Continue to verify and process employee inquires
  to include NOPS resignations, retirements,
  employment verification requests, mortgage
  requests, etc.
• Validate sick and vacation liabilities for all
  employees. Finalize process to begin to generate
  employee sick and vacation payouts.
• Continue to monitor and analyze Student and
  Employee Indication of Interest to return to
  NOPS. Generating reports weekly.
• Continue process to staff 2 NOPS schools.
• Generate and validate Employee Verification form
  with those NOPS employees who are brought back to
  ensure confirmation, clarity and agreement on
  salary, benefits, position, title, location,
  deductions, etc. Coordinate with Payroll to
  ensure accurate payroll information and
  processing.
• Continue process to determine ongoing HR data
  management/system (position control)
  requirements.
• Continue to relocate and organize personnel
  files.
• Revise TRMs (unemployment TPA) proposed contract
  to reduce the amount of our state reimbursement.
• Continue implementing procedures for assisting
  NOPS employees who are interested in retiring or
  had questions about DROP or retirement service
  credit.
• Continue to responded to questions from the
  Retirement agencies regarding employee status and
  develop scripts for the various retirement
  agencies to response to questions from NOPS
  employees.
• Determine which non-healthcare coverages (i.e.,
  dental, vision, life, etc) to continue,
  eliminate, or amend for NOPS employees on
  Disaster Leave.
• Work to create the process for remitting prior
  current employee and employer contributions to
  the retirement agencies.

11
Human Resources (cont.)

• Work Planned For Upcoming Weeks (cont.)
• Work with UTNO regarding the provision of
  benefits to members through the Health Welfare
  Fund, including Coventry and FBMC/FARA benefits.
• Continue to coordinate Workers Compensation
  payments with our third party administrator,
  Hammerman Gainer. Confirm a process for
  meeting our statutory obligations and manage cash
  flow.
• Finalize staffing, hiring and on-boarding process
  for NOPS and non-NOPS employees.
• Continue to collect and communicate with donor
  organizations and individuals who have offered
  assistance and donations for NOPS, to include
  securing a reception facility and process.

12
Procurement

• Summary of Activities
• Drafted and distributed RFP for General
  Contracting services for 14 schools designated to
  become charter schools
• Convened and met with committee to make
  recommendations to Dr. Watson and Bill Roberti
  concerning the General Contracting Services RFPs.
• Made recommendations to Dr. Watson and Bill
  Roberti. Received approval to begin/commence
  work.
• Notified each participant in the bidding process,
  identified winning bids, communicated the process
  by which the winners were selected, answered all
  questions, provided the winning proposals to
  those who requested such.
• Held pre-bid meetings and tours with prospective
  Food Service vendors.
• Assisted Facilities in receiving estimates and
  then the processing numerous Purchase Orders
  related to Emergency Repair work at various
  schools. Purchase Orders related primarily to
• Temporary roof repairs (tarping) of exposed
  properties.
• Temporarily boarding of exposed windows.
• Locksmiths to repair/replace locks.
• Repairs to schools HVAC systems.
• Discussed proposals related to waste/trash
  removal with a few vendors.
• Maintained interim contract management system.
  Updated for contracts executed to date.
• Work Planned for Upcoming Weeks
• Receive and review bids on Transportation RFP.
• Receive and review bids on Food Service RFP.

13
Information Technology

• Summary of Activities
• Supporting Financials, HR and Payroll systems
• Continued the development and implementation of
  the AIX to Linux operating system conversion at
  the Oracle Austin hosting facility.
• Continued to support daily operations including
  backup and restore procedures, insuring that
  off-site backups at Iron Mountain are up to date.
• Continued to setup a permanent VPN access for
  NOPS domain in order to have secure, dedicated
  connectivity to Oracle Austin data center.
• Continued to develop a project plan with Oracle
  to apply the latest patch sets for the
  application along with the Linux conversion
  schedule.
• Obtained a new Customer Service ID (CSI) from
  Oracle and completed the setup for NOPS users in
  order to use 24X7 world wide supports.
• Continued support for Oracle production
  operations. Some of the specific activities
  completed were
• Improved Performance of Federal and State Tax
  Remittance Manager Report.
• Provided assignment numbers to process Western
  Union Adjustment Payroll.
• Completed the Labor Distribution Report for
  specific source of funds in Fund 11 and for
  specific SSNs.
• Developed tools for researching open AP invoices
  and AP payments for problem resolution.
• Continued to support Human Resources and Payroll
  for Oracle HR and Payroll application issues on a
  daily basis.
• Completed Oracle Payroll processing based on
  employee adjustments with Western Union payment
  files.

14
Information Technology (cont.)

• Summary of Activities (cont.)
• Supporting Financials, HR and Payroll systems
  (cont.)
• Uploaded 8/26 Pre-Katrina Non-Teaching Payroll to
  GL by manual batch process.
• Continued to build manual batch process for
  uploading 9/15 Teaching Payroll 9/16
  Non-Teaching Payroll and 9/17 Western Union
  adjusting payroll.
• Continued to develop manual journal entries and
  costing information for short term ADP payroll
  solution.
• Closed final Western Union employee reimbursement
  for NOPS employees on 11/14.
• Completed Vacation Sick Liability reporting and
  data verification for "actual time" taken to
  provide payouts for terminated or resigned
  employees.
• Assisted Oracle On-Demand implementation team
  with Testing of 11i Test Instance.
• Completed two submissions of 04-05 PEP Reporting
  and corrections for employee data.
• Initiated End-of-Year (EOY) Oracle Updates and
  Patch Planning activities with Oracle for Version
  11.5.9.
• Continued planning for the production and
  distribution of 2005 W2 processing with Automated
  Data Processing, Inc. (ADP) for all NOPS
  employees.
• Continued support of the short-term solution of
  the ADP PCPW Payroll systems to pay NOPS
  employees.
• Continued to support Finance on Oracle for
  Accounts Payable and General Ledger on a daily
  basis.
• Continued to facilitate the completion of the
  Oracle month end GL closing from 2004 through
  current period.

15
Information Technology (cont.)

• Summary of Activities (cont.)
• Supporting Financials, HR and Payroll systems
  (cont.)
• Completed the review, evaluation and selection of
  a leading K-12 vendor for new application service
  provider of enterprise Financials, Procurement,
  Human Resources and Payroll systems.
• Developed evaluation checklist.
• Analyzed cost.
• Conducted reference checks.
• Solicited and received feedback from NOPS
  Finance, Procurement and HR management.
• Based on evaluation selected finalist.
• Continued to facilitate the completion of the
  Oracle month end GL closing from 2004 through
  current period.
• Continued design and implementation planning for
  new enterprise K-12 software solution.
• Received approval from Interim Superintendent and
  AM Chief Restructuring officer to complete final
  contract.
• Re-establishing the Student Information Systems
  capabilities
• Obtained new support and maintenance costs from
  Pearson software.
• Continued negotiations with Excel software to
  reduce annual support and maintenance costs for
  state reporting module.
• Submitted state reporting file for student
  enrollment (SIS).

16
Information Technology (cont.)

• Summary of Activities (cont.)
• Re-locating NOPS Data Center to Cox
  Communications facilities in New Orleans
• Continued the implementation of NOPS data center
  at the COX Communication New Orleans data center
  facility.
• Continued testing of wide area network and
  internet access in preparation for school
  openings.
• Continued implementation of NOPS email system.
• Began development of an RFP for PC support /
  helpdesk functions to cost effectively source
  these functions.
• Continued to obtain bids for Pre-Katrina Oracle
  infrastructure assets from the Timbers data
  center.
• Continued planning and began execution to
  complete the NOPS IT inventory in each facility
  according to FEMA requirements.
• Continued documenting all IT assets and system
  configurations at COX data center.
• Managing the E-Rate Process
• Continued working with LDE E-rate Directors to
  comply with state oversight committee activities.
• Revise the response to the year 8 (2005/2006)
  E-Rate Selective Review Information Request with
  Universal Service Administrative Company (USAC)
  School Libraries Division (SLD).
• Conducted a conference call with the state
  oversight committee with USAC and SLD team
  members.
• Developed work plan to complete Katrina window
  filing for year 8 E-rate before the December
  deadline.
• Continued to develop IT Plan for year 9 E-rate
  filing for submission by January 1, 2006.

17
Information Technology (cont.)

• Work Planned For Upcoming Week
• Support Financials, Human Resources and Payroll
  systems
• Provide continued production support of Oracle
  applications on a daily basis.
• Complete vendor negotiations with newly selected
  application service provider for enterprise
  Financials, Procurement, Human Resources and
  Payroll systems.
• Complete design and implementation project plan
  for new enterprise K12 software solution.
• Begin General Ledger, Accounts Payable and
  Procurement software configuration with selected
  Application Service Provider.
• Continue coordinating the work plan with Oracle
  On demand and NOPS team for the UAT activities
  for the 12/1/05 cutover to the Linux environment.
• Continue to support Oracle and NOPS network team
  to setup permanent VPN in order to access Austin
  data center.
• Continue to short list the vendors and obtain a
  bid for Oracle hardware in NOPS data center.
• Re-establishing the Student Information
  capabilities
• Continue to support the re-opening of schools.
• Continue planning of long-term RFP effort.
• Conducted meetings with charter schools that
  intend to use SASI for student reporting.
• Continue negotiations with SASI vendors to lower
  support and maintenance costs.
• Complete implementation of NOPS Data Center
  Assets in the Cox Communications facilities in
  New Orleans.
• Meet with charter schools that require NOPS IT
  support in the short-term to open schools.

18
Information Technology (cont.)

• Work Planned For Upcoming Weeks (cont.)
• Complete implementation of NOPS Data Center
  Assets in the Cox Communications facilities in
  New Orleans
• Meet with charter schools that require NOPS IT
  support in the short-term to open schools.
• Test and confirm operations of NOPS IT assets for
  administrative sites and all planned school
  openings
• Network and internet access
• Telecommunications
• Application servers (SASI and WinSNAP)
• Website servers
• E-mail servers
• Continue to enable email and network access
  services for all validated employees
• Continue to support telephone support requests.
• Issue the RFP for PC support / helpdesk functions
  to cost effectively source these functions.
• Continue execution of the NOPS IT inventory in
  each facility according to FEMA and E-rate
  requirements.
• Complete contracts with Iron Mountain to have
  NOPS data center backup tapes storage and
  rotation schedule at COX Communications facility.
• Continue to manage the E-Rate process
• Continue to coordinate with the LDE state
  oversight committee on all E-Rate filings.
• Complete the response to the year 8 (2005/2006)
  E-Rate Selective Review Information Request with
  Universal Service Administrative Company (USAC)
  School Libraries Division (SLD).

19
Facilities and Maintenance

• Summary of Activities
• General Contracting, Environmental, Custodial and
  HVAC Contracts Phase 1
• Phase 1 schools are those 10 sites that we
  included in the original RFP process, including
• Eisenhower Henderson
• Harte Rosenwald
• Walker Karr
• Behrman Fischer
• Lusher Lusher Extension
• Conducted inspections of the 4 priority schools
  (Walker, Harte, Eisenhower and Behrman) with the
  Fire Marshall. Several issues identified,
  including access to doors, emergency exit signage
  and locks. A significant portion of the issues
  identified existed prior to the Hurricane
  Katrina. Parsons has been provided the outcomes
  from the Walker and Harte inspections and is
  actively addressing issues.
• Met with FEMA in Baton Rouge on Tuesday, November
  1st to review and discuss documentation
  requirements and process for reimbursement.
• Held weekly FEMA status meeting on Wednesday,
  November 9th
• Performed walk-through of the 4 priority schools
  with Bill Roberti, Sajan George and Parsons
  representatives (General Contractor and
  Environmental Lead).
• Completed re-keying of the following schools
• Internal at Walker
• Internal/External at Eisenhower
• Internal/External at Harte
• Internal/External at Behrman
• Installed temporary locks on the external doors
  at Walker.

20
Facilities and Maintenance (cont.)

• Summary of Activities (cont.)
• Key accomplishments from the teams of resources
  providing GC, HVAC and Custodial services
• Removed food from all refrigeration units in the
  10 schools. Continuing to sanitize and certify
  all units.
• Removed water from Walker auditorium. Removed
  significant mold from Walker auditorium.
• Performed wipe down of Walker auditorium, Behrman
  Auditorium, kitchens areas and any other
  hallways/classrooms where mold/mildew was
  present.
• Boxed-off and safely removed damaged areas,
  including tile removal, dry wall removal, leaking
  windows/skylights. Tested for asbestos as
  required.
• Replaced damaged wood and tile floors.
• Performed air quality testing.
• Performed variety of fixes, including dry
  walling, windows, molding, etc.
• Received initial delivery of materials and
  chemicals needed to support custodial activities.
• Established a central location to secure and
  store materials and chemicals in Walker High
  School.
• Completed HVAC operational inspection for most
  sites. Delay at Lusher due to power not being
  restored.
• Identified and initiated high priority HVAC
  repairs.
• Performed remediation of asbestos issue at Harte
  Elementary (corrugated roofing near portables).
• Performed initial reviews of Rabouin, Allen,
  McMain and Ben Franklin Elementary as these were
  identified as possible District schools to be
  opened at the end of November.
• Due to limited time and degree of effort and cost
  to stand-up the District schools, the team
  recommended focusing on Ben Franklin Elementary.
• The District was willing to accept the likelihood
  of not being reimbursed by FEMA for standing-up
  Ben Franklin Elementary as the short notice
  disallowed the ability to RFP to work to bidders.
  

21
Facilities and Maintenance (cont.)

• Summary of Activities (cont.)
• Phase 2 Schools
• Phase 2 schools are those 14 sites that we
  included in the second RFP process, including
• Audubon Tubman Wright
• Wicker Landry Green
• Ben Franklin High Mc 32 Capdau
• Craig Habans Mc 7
• Tureaud High Tech High
• New Orleans Science Math was not included in
  the above RFP as it is a rented facility.
• Developed and distributed Phase 2 RFP on Friday,
  November 04.
• Performed pre-bid conference with bidders on
  Tuesday, November 8th, Wednesday, November 9th
  and Thursday, November 10th.
• Performed walk-through of Lusher and Lusher
  Extension with Principal Cathy Reidlinger and
  Sajan George.
• Met with Cathy Reidlinger, Tulane and JCI
  representatives at Fortier High School. As a
  group, it was agreed that this school is not
  ready to be opened in January 2006. Outcome was
  for AM to work with contractors to determine an
  appropriate date to re-open with the expectation
  of making this an improved school versus just
  repairs hurricane damages.
• Conducted and documented detailed assessments at
  newly chartered schools identified during the
  Friday, October 28th Board meeting.

22
Facilities and Maintenance (cont.)

• Summary of Activities (cont.)
• Various
• Facilities Maintenance and Construction
  Management teams relocated permanently to New
  Orleans on Monday, October 31st.
• Reviewed, confirmed and moved into Mc 7 as the
  new site to support NOPS Administration.
• Movers met with finance, HR and special student
  representatives at Timbers facility to identify
  and estimate cost to move files to Mc 7.
• Assisted movers in relocating finance, HR and
  special student files to Mc 7.
• Located Excess Surplus document that had been
  presented to the Board in the past.
• Gathered and addressed daily facility and
  maintenance operations at various sites,
  including
• Landry removal and installation of
  toilets/urinals
• Landry Air Conditioning unit
• Conducted weekly Facilities Maintenance and
  Construction Management status meeting.
• Met with Finance and Insurance Claims teams to
  develop and initiate an inventory assessment
  process for the 13 West Bank Charter schools.
• Established and communicated plan for employees
  to return to the Timbers facilities and to claim
  personal affects. Security resources have been
  provided employee listings, waivers and sign-in
  sheets to support the process. The Timbers
  facilities will be open Monday, November 14th
  Friday, November 18th from 10AM 2PM and Monday,
  November 21st Tuesday, November 22nd from 10AM
  2PM.
• Worked with HR team resource to identify and
  secure a location to house charitable donations.
  Likely solution is use of Habans (room 12) for
  Charter donations and a TBD East Bank school for
  District donations.
• Provided access to several schools to support
  various group initiatives. For example
• IT access to several East Bank schools

23
Facilities and Maintenance (cont.)

• Work Planned for Upcoming Weeks (cont.)
• Closely monitor the progress of the emergency
  repairs.
• Closely monitor the progress of the General
  Contractor, Environmental, Custodial and HVAC
  service providers.
• Continue development of detailed site
  assessments. Output of activities get forwarded
  onto to FEMA, who them completes the Project
  Worksheets. Priority assessments include
• McMain
• Allen
• Rabouin
• Moton
• Hynes
• Lake Forest
• Develop a school readiness checklist to provide a
  structured process of validating that a school is
  ready to be opened.
• Receive Phase 2 RFP responses on Monday, November
  14th. Review bids, recommend winner, approve and
  award contract.
• Continue to support the process of allowing
  employees to return to Timbers facilities and
  claim personal affects.
• Perform high-level inventory assessment of 5 West
  Bank schools to separate District and Charter
  assets.
• Perform inspections with Fire Marshall for the
  following sites
• Karr

24
Dispute Analysis and Forensics

• Summary of Activities
• Insurance Claims
• Completed our analysis of properties and firmly
  identified those properties that are unknown and
  need additional investigation into ownership.
• Worked with NFIP carrier to verify that the funds
  received was the correct amount.
• Continued to meet with Insurance Adjusters
• Discussed Flood Insurance limits, began
  discussions to extract additional money based on
  ambiguous policy language.
• Accompanied Adjusters to sites for visual
  inspections.
• Received Adjuster evaluation of Timbers building.
• FEMA Claim
• Received additional guidance from FEMA regarding
  level of detail and appropriate documentation.
  Assisted with changes to procedure to help
  streamline documentation process and FEMA
  recovery.
• Continued to meet with FEMA and provide
  documentation to build Project Worksheets.
• IBM Contact and removal of hardware from Timbers.
• Emergency Repairs Documentation of situations,
  reasoning, and justification of decisions.
• Cost of repairs to property.
• Corps of Engineers debris removal mission
  assignment.
• Continued to build data repository.
• Coordinated Temporary Housing for a necessary
  NOPS employee, which is 100 reimbursable.

25
Dispute Analysis and Forensics (cont.)

• Work Planned For Upcoming Weeks
• Coordinate the acquisition of temporary
  classrooms for those schools that need the
  additional space and that exceed the State
  average.
• Continue to coordinate temporary housing for
  necessary employees.
• Research Tax Assessors records and attempt to
  retrieve copies of titles for all lands owned by
  OPSB.
• Determine what buildings are on lands owned by
  OPSB.
• Research Section 16 properties to determine what
  buildings / other entitlements are attached to
  the property.
• Research documents and hire appraisers to value
  the contents within the OPSB buildings.
• Hire an appraiser to value portable buildings.
• Research and document replacement value for
  damaged property.
• Work with insurance adjusters to value the repair
  costs of the properties.
• Continue to seek advances for insurance companies
  and work to mitigate damages to properties.
• Continue to perform site visits with insurance
  adjusters.
• Review and document repair estimates as work is
  to be completed.
• Document and segregate repair costs as they are
  completed for FEMA and insurance reimbursement.
• Compile and research the value of properties for
  named additional insured. Negotiate and settle
  with named additional insured.
• Work with FEMA to develop a long range property
  management and damage plan.
• Work with State School Board in preparing OPSBs
  FEMA claim.