2005-2006 Common School Fund (School Library) Aid Payment Based on 2004-2005 Census

Date:                May 26, 2006

 

To:                   School District Administrators                     

 

From:                David Carlson, Director

                        School Financial Services Team

 

Re:                   Final 2005-2006 Revenue Limit Calculation

                        Final 2005-2006 Special Education Aid Eligibility

                        2005 School Aid (Spring) Equalized Values

                        2006-2007 Revenue Limit Transfer of Service Exemption Requests

                        2005-2006 Group and Foster Home Reporting Instructions

                        July 1 Aid Estimate/2005-2006 Budget Report Data/Shared Cost Modification

                        PI 1505 Calendar Reporting Instructions

                        PI 1804/1805 2006 Summer School Reporting Instructions

                        Upcoming Events and Mailings to Districts

 

Routing of Information in this Mailing

Please route this information to appropriate district staff.  Note that districts will be receiving only one paper copy of this information.  However, all of the material in this mailing is posted to the team’s website.  At the end of this letter is a “Contents Summary” that identifies where this mailing’s information can be found on the team’s website.  This letter and the “Contents Summary” will also be posted under “Late Breaking Information” on the team’s website.

Final 2005-2006 Revenue Limit Calculation

 

Enclosed is your district's 2005-2006 final revenue limit computation using data on file at the department as of May 22, 2006.  Revenue limit penalties, if any, are noted below line 20 of the worksheet and reduce the June equalization aid payment to your district.  Also enclosed is a worksheet that calculates your district’s revenue limit membership for the 2005-2006 school year.  This information is located under “Worksheets” on the left hand scan bar on the team’s website or directly at http://dpi.wi.gov/sfs/rl_worksheets.html.  Please contact one of the School Financial Services team staff listed below should you have questions.

 

Final 2005-2006 Special Education Aid Eligibility

Enclosed in this mailing are a cover letter and a worksheet calculation of your district’s 2005-2006 final special education categorical aid eligibility. This information is also available on the “Special Education Aid” link (then click on “Special Education Categorical Aid”) on the left hand scan bar of the finance team’s website. Please contact Beverly Kraus by e-mail at beverly.kraus@dpi.wi.gov or by telephone at (608) 266-1089 should you have questions.

 

School Aid (Spring) Equalized Values

 

This mailing also includes two copies of your district’s Spring School District Certification of 2005 Values. These values will be used in the calculation of your district’s 2006-2007 equalization aid.  Please forward the district clerk copy to your district’s school board clerk. This information is also located under “Property Valuation” on the left hand scan bar link on the team’s website or directly at http://dpi.wi.gov/sfs/propval.html.

2006-2007 Revenue Limit Transfer of Service Exemption Requests – Due July 3

In-state, out-of-state, and other government requests must be received in our office by the due date. Since July 1^st falls on a Saturday, the following Monday is acceptable. Submit all requests at one time.

 

There is a separate TOS form available for special education students and for limited English proficient students. Detailed instructions and the forms required to request such exemptions are available under “Transfer of Service” on the left hand scan bar on the team's website or directly at http://dpi.wi.gov/sfs/transerv.html.

           

Most districts should already have all the required “Part B” verifications completed. For those still needing to obtain that information and because of the approaching deadline, it is suggested that the requesting districts make a direct contact with the verifying district. Most districts have identified their TOS contact on the district contact page for the Transfer of Service program. Districts can change their listed contact by going to the Reporting Portal located at the School Finance Team web page. Navigate to your school district and click on "District Contacts." Complete the information. Other districts will then be able to use this contact page to determine your district's Transfer of Service contact.  Contact Brad Adams by e-mail at bradley.adams@dpi.wi.gov or by telephone at (608) 267-3752 should you have questions.

2005-2006 Group and Foster Home Membership Reporting Instructions – Due June 30

 

Districts may amend their 2005-2006 pupil count due to pupils residing in certain group and foster homes.  Enclosed is a cover letter outlining the process used to make these membership adjustments.  Information contained in the letter and the PI 1589 claim form are available under the “Group and Foster” link on the left hand scan bar of the team’s website or directly at http://dpi.wi.gov/sfs/foster.html.  Contact Lori Ames by e-mail at lori.ames@dpi.wi.gov or by telephone at (608) 266-3464 should you have questions.

 

July 1 Aid Estimate/2005-2006 Budget Data/Shared Cost Modification

Each year by July 1 the department is required to provide each school district with an aid estimate for the next fiscal year based upon the best data available on file at the department.  Shared cost data for this aid estimate will be taken from the PI 1504 (SAFR) Budget Report.  Please ensure that your district’s budget report data reflects any budget amendments approved by your school board.  Districts can amend or view their budget report data on the Internet including a calculation of shared cost generated from the budget report located at https://www2.dpi.state.wi.us/safr_ro/all_district_reports.asp.  Click on the “Shared Cost Custom Reports” under General Reports.  Please contact one of the School Financial Services team staff listed below should you have questions.

 

Wisconsin Act 25, enacted in November 2005, provides for a potential modification to 2005-06 district shared cost for aid paid in 2006-07.  This provision applies to any district using fund balance to pay their unfunded pension liability under WRS and for which the result of excluding such expenditures from their shared cost would result in an increase in equalization aid.

 

In order to provide a more accurate July 1^st aid estimate, districts who want the shared cost modification to be reflected in the July 1^st aid estimate will need to complete the new WRS Shared Cost Modification report located in the School Finance Reporting Portal under the “Financial Data Home” link.  Due date for the report is June 16, 2006.  Districts will enter the total anticipated 2005-06 expenditures as of June 30, 2006 that were used to pay the district’s unfunded pension liability directly to the Wisconsin Retirement System or to pay debt service for debt issued to refinance the balance of the unfunded pension in that fiscal year.  The School Financial Services Department will then exclude those expenditures from the district’s shared cost if the exclusion results in an increase in equalization aid.  Additional information is available at the following link http://dpi.wi.gov/sfs/break.html.

 

PI 1505 Calendar Reporting Instructions – Due August 25

 

2005 Wisconsin Act 220 eliminated the district reporting requirement of excused and unexcused absences.  The PI 1505 Calendar Report has been modified and will no longer collect this data. 

 

2005 Wisconsin Act 252 modified s. 120.18 (1)(d) Wis. Stats. creating a requirement for districts to report “"the number of hours of direct pupil instruction provided in each school, by teachers legally qualified to teach.”  The PI 1505 Calendar Report has been modified to collect this data.  Districts can access the PI 1505 Calendar Report by clicking on the “School Finance Reporting Portal” link and then proceeding to the district’s reporting home page.  Click on “Non-Financial Data Home” link to access the report.

PI 1804/1805 2006 Summer School Reporting Instructions – Due October 2

 

Detailed summer school instructions and the worksheets needed are available on the team's Summer School website located on the left hand scan bar of the team's home page or directly at http://dpi.wi.gov/sfs/summ_sch.html.

 

AT CLOSE OF SUMMER SCHOOL:  No later than October 2, 2006, submit information from PI-1804-W1 to the Department of Public Instruction via the internet Reporting Portal located on the School Financial Services Team web page located at http://dpi.wi.gov/sfs/. Also print a paper copy of PI-1804-W1 and PI-1804-W2 for your files.  Unless requested, do not mail paper copies but retain the copies in your district with the PI-1563 Pupil Count Report.  These forms are subject to an audit.  Note: Your school board clerk's signature is required on your copy of the certification page created when the report was submitted through the internet.  Keep the certification page on file with the worksheets.  The signature certifies that the report is true, that all summer school courses were taught by DPI certified teachers at no tuition cost to residents, and that there was compliance with all regulations relating to summer school.  The “Total Pupil Minutes” claimed are only from those classes necessary for academic purposes as specified under Chapter PI 17.

 

Upcoming Events and Mailings to Districts

 

Date	Event
June 5	State Tuition Payment
June 9	Tentative Mailing of June/July Equalization Aid Payment Explanation and PI 1505 Annual Report Materials
June 12	State Special Education Aid Payment
June 12	SAGE Aid Payment
June 19	State Equalization Aid Payment
June 19	Special Transfer Aid Payment
June 19	Special Adjustment Aid Payment
June 19	CCDEB Aid Payment
June 19	High Cost Special Education Aid Payment
June 26	SAGE Debt Service Aid Payment
June 30	Tentative Mailing of July 1, 2006-2007 General Aid Estimate
June 30	Due date for Group/Foster Home Adjustments PI 1589
July 3	Due Date for Transfer of Service Requests
July 24	Delayed Equalization Aid Payment

 

For any additional questions, contact one of the following School Financial Services Team staff.

 

Brad Adams                             bradley.adams@dpi.wi.gov              (608) 267-3752

Lori Ames                                lori.ames@dpi.wi.gov                                  (608) 266-3464     

Karen Kucharz             karen.kucharz@dpi.wi.gov               (608) 267-9707

 

The School Financial Services Team website is located at http://dpi.wi.gov/sfs/.

 

Enc:      2005-2006 District Final Revenue Limit Calculation w/ Membership Worksheet

            2005-2006 Special Education Final Aid Eligibility Cover Letter/Worksheet

            2005 School Aid (Spring) Equalized Values/Cover Letter – Administrator/Clerk

            Group and Foster Home Adjustments Cover Letter and PI 1589

                       

Contents Summary

 

School Financial Services Team

May 26, 2006 Mailing to District Administrators

 

http://dpi.wi.gov/sfs/

 

Contents	Included in this Mailing	Location of Information On The SFS Team Website
	May 26 Mailing Cover Letter	Cover Letter is included under “Mailings” on left hand scan bar or directly at http://dpi.wi.gov/sfs/mail0506.html
Final 2005-2006 Revenue Limit Calculation	District Specific Final 2005-2006 Revenue Limit Calculation	Revenue Limit Calculation and Revenue Limit Membership Calculation are included under “Worksheets” then “DPI Printed” on left hand scan bar or directly at http://dpi.wi.gov/sfs/rl_worksheets.html
Final 2005-2006 Special Education Aid Eligibility	Special Education Final Aid Eligibility Cover Letter and District Specific Aid Eligibility Worksheet	Cover Letter is included under “Mailings” on left hand scan bar or directly at http://dpi.wi.gov/sfs/mail0506.html. Worksheet is included under “Worksheets (DPI Printed)” on left hand scan bar or directly at http://dpi.wi.gov/sfs/sped_worksheets.html.  Information is also available under “Special Education Aid” on left hand scan bar or directly at http://dpi.wi.gov/sfs/se_aid.html
2005 School Aid (Spring) Equalized Values	Cover Letter and Values for District Administrator and Cover Letter and Values for District Clerk (Please route to Board Clerk)	Cover Letter for District Administrator is included under “Mailings” on left hand scan bar directly at http://dpi.wi.gov/sfs/mail0506.html. District specific School Aid Values are included under “Property Valuation” on left hand scan bar or directly at http://dpi.wi.gov/sfs/xls/valsa05dst.xls
2006-2007 Revenue Limit Transfer of Service Exemption Requests	Reminder that Transfer of Service Requests are due no later than July 3	Information and filing instructions are included under “Transfer of Service” on the left hand scan bar or directly at http://dpi.wi.gov/sfs/transerv.html
2005-2006 Group and Foster Home Reporting Instructions	Cover Letter and Form PI 1589 for Reporting 2005-2006 Adjustments	Cover Letter is included under “Mailings” and “Group and Foster” on left hand scan bar or directly at http://dpi.wi.gov/sfs/mail0506.html and http://dpi.wi.gov/sfs/foster.html
July 1 Aid Estimate/2005-2006 Budget Report Data/Shared Cost Modification	Data to be used in July 1 aid estimate	Enter the Reporting Portal link and go to either the district’s home page to amend budget report data or go to “All District Reports” located at https://www2.dpi.state.wi.us/safr_ro/all_district_reports.asp to view district shared cost data using the “Shared Cost Custom Report” option   Information about shared cost modification is available under “Late Breaking Information” or directly at http://dpi.wi.gov/sfs/break.html
PI 1505 Calendar Reporting Instructions	This report collects school calendar and school hours data	To access the PI 1505 Calendar Report go to the “School Finance Reporting Portal” link located at https://www2.dpi.state.wi.us/safr_ro/ and then proceed to the district’s reporting home page.  Click on “Non-Financial Data Home” to access the report.
PI 1804/1805 Summer School Reporting Instructions	Summer 2006 Reporting Instructions	Information and filing instructions are included under “Summer School” on the left hand scan bar or directly at http://dpi.wi.gov/sfs/summ_sch.html