Note: 2009-10 LPE.DPE Template now posted on Templates Page. Be sure to use the latest version of the template. Updated 11/12/2009 (Be sure to use latest update)
Power Point Presentations by Omar Garcia and School Finance, Leo Lopez & Helen Daniels at ESC 12 Business Manager's Roundtable Oct. 22, 2009.
(Link to Omar's Presentation) (Link to TEA's Presentation)
Note from State Funding: Normally technology payments are sent out somewhere between November and January. This year, technology payments will be coming in May 2010.
Note: Message from Ag Commissioner Staples on Meal Service During H1N1 School Closures
© 2009 Texas Association of School Administrators
In the event of a public health emergency declaration due to H1N1, all school districts are strongly encouraged to submit a waiver and application to serve reimbursable school meals during an H1N1-related school closure. These items must be submitted to and approved by the Texas Department of Agriculture prior to starting meal service. In addition, prior to meal service, schools must notify TDA that they are invoking the H1N1 waiver.
Information and pertinent documents are available on the Texas Department of Agriculture's website.
Note from TEA: The online 2008–09 Tax Information Survey module for the FSP is now open. It closes at the end of business on August 31 2009, Districts that do not meet the deadline will have to wait until spring 2010 for final settle-up. Note from Woody: Be accurate with this data since 2009 Final SOF will reflect audited tax collections. (Link to FSP Paynent System Page)
New Web Posting of Budget Required: House Bill 3 from the 81st Session of the Texas Legislature requires school districts, on final approval of the budget by the board of trustees, to post a copy of the adopted budget on the district’s Web site. This requirement is in addition to posting the proposed budget. The Web site must prominently display the electronic link to the adopted budget. The adopted budget must be maintained on the Web site for three years after adoption.(Link to Template)
Note from Woody: HB 3 requires posting only General Fund Budget. Since adoption of Federal Funds is a local decision, they are not required posting. If you choose to add Federal Funds to the template, this would be acceptable, but not required.
Notice: "Proposed" Budget Report Template to post district's expenditure budgets on Web Page as required by HB1. (Link to Template) A school district must post the budget summary on the school's Internet Web site when it posts the "Notice of Public Hearing" on the budget in the newspaper. The budget summary must remain on the district's web site throughout the district's fiscal year. Updated 5/21/2009.
Note: Utility Posting Template Still Required: Template
to post utility usage & aggregate cost on
school district web page as required by HB 3693 is still required on district's webpage. (Link to 2010 Energy Template)
Note from Omar: A new update version 9 to the HB 3646 template is now available (release 9 dated 8/4/09). Effective M&O Rate/Notice template. Includes tabs to set M&O and I&S Tax Rates.
Important note: A revised "reality check - part 3" state aid template (Release 6 dated 7/21/09) is now available. This template will need to be partially completed before the 2009-10 Effective M&O Tax Rate and Notice calculations can be completed. (Link to Omar's page)
ARRA Title XIV State Fiscal Stabilization Fund: (Link to amounts) (Posted July 31, 2009
This is a formula grant administered by the Division of Formula Funding. For program guidelines and information. (Click here and search for 2009-2010 ARRA Title XIV State Fiscal Stabilization Funds Grant Application)
TEA has posted the new minimum salary schedule that applies only to classroom teachers, full-time librarians, full-time counselors, and full-time nurses. Speech pathologists are required to receive the mandated increase provided in HB 3646 but they were not added to the state schedule. (Link)
Ditricts wishing to participate in Optional flexible School year must apply annually (even if you were approved for 2008-09 school year) Link to TEA's approved list for 2009-10.
Repeal of Expenditure Target: House Bill 3, 81st Texas Legislature, 2009, repealed the Texas Education Code, Section 44.011, related to expenditure targets. The repeal of this code is effective immediately.
2008-09 Bus Accident Reporting System survey to open July 6, 2009: The TEA has created a new web-based survey for you to use in reporting this information. This survey is much different from the 2007–08 BARS survey in that it asks for summary level data rather than detailed, accident-specific information. The survey opens today, July 6, and closes August 31. It is available at http://ritter.tea.state.tx.us/school.finance/transportation/bars/bars_index.html. You may preview the survey's questions at http://ritter.tea.state.tx.us/school.finance/transportation/bars/0809_bars_preview.pdf
Dr. Lisa Dawn-Fisher's Power Point Presentation: "News from 81st Texas Legislature", presented at Region 12 Superintendent's retreat June 16, 2009. (Link to Power Point Presentation)
IMPORTANT MEMO Dated May 5, 2009: Be sure to take notice of memo from State Funding regarding 2007-2008 Final Summary of Finances (LINK). This may result in an "Overpayment/Underpayment" adjustment in May 2009. If your district has been underpaid, the amount owed the district will be paid in May 2009. If your district has been overpaid, recovery of the amount overpaid will start in May 2009 and will be made by reducing your district's remaining FSP 2008–09 payments. Your district's 2008–09 FSP Payment Ledger & Payment Schedules are also available for review on the School Finance website.
NOTICE: Leo has just just posted a new Summary of Finance on the State Funding Webpage Dated May 11, 2009 (Link) Be sure to check "Revenue Target Per WADA" against what you are using on your template. It may have changed since you set up your template. Also, get your Comp. Ed. numbers from the Summary of Finance Report. Your Foundation allocation amounts may change as a result of using "budgeted" M&O Tax collections and "current" Comp Ed. numbers. Be sure to check your Payment Ledger for these changes.
Link to templates page for 2008-09 LPE.DPE Templates Be sure to use latest versions from Omar & Woody.
Transportation Reminder: The Foundation School Program (TEASE) system will be available June 1st for input of the 2008-2009 Student Transportation Route Services Report. Due date for the report to be in "SENT" status is no later than July 1, 2009. ESC 12 Transportation Route Services Workshop will be June 11, 2009. Please register at https://register.esc12.net/default.aspx Use the session number 29822.
New service from Region 12: If your district is financially proactive, this service will provide a level of comfort to confirm the accuracy of district calculations or reduce staff time by outsourcing the elements of data manipulations. The resulting reports are very effective tools for administration and the board to use in making prudent decisions. The reports are also excellent board reports. The service is similar to curriculum benchmarking. It is designed to determine during planned intervals the progress being made toward the fiscal year end goals. The benchmarks will allow early intervention by the district to redirect revenues, expenditures or use other strategies to meet financial goals. (Link to Financial Benchmarking Webpage)
NOTICE from Leo at State Funding: There will be no Fall tax information survey this year. District data will be updated in March 2009 when we load in budgeted collections from PEIMS and tax rates from the Comptroller.
Links to Power Point Presentations from Feb. 5, 2009 Business Mgr's Round Table at ESC 12. Presentation by TEA on "Expenditure Targets". Presentation on "How to Prepare for your External Audit".
NOTICE: Memo from TEA Regarding FIRST Rating and public hearing This memo gives info regarding the required public hearing for FIRST and the Management Letter that is a part of that hearing (LINK to Memo)
Notice: Urgent Update regarding Dual Credit and State Funding The 2008-09 Student Attendance Accounting Handbook was published stating that a school district could not count students in attendance for state funding in dual credit courses if those students were charged tuition, fees, or textbook costs. Based on concerns raised by a number of school districts and a request by Senators Duncan and Shapiro, the agency has decided to delay implementation of that policy until the legislature has an opportunity to examine the issues related to dual credit. For the 2008-2009 school year, students who participate in dual credit courses in which students pay tuition, fees, or textbook costs will be allowed to be counted in attendance for state funding purposes.
If you have any questions, please contact either Belinda Dyer at Belinda.dyer@tea.state.tx.us or 512-475-3451 or Nicole Schuessler at Nicole.schuessler@tea.state.tx.us or 512-475-1632.
Notice: Template
to post utility usage & aggregate cost on school district
web page as required by HB 3693 (Link
to Templates Page) Revised
08/23/08
Link to TASBO's Internet
Postings Required of School Districts http://www.tasbo.org/internet_postings_required.htm
Notice
from Gary & Woody: There
have been many questions regarding the Annual Financial
Management Report to be prepared by the school district. Please
reference this link
Notice from
TEA: Changes to Mileage Reimbursement
Rates Effective January 1, 2009, Applicable to State
and Federal Grants from the Texas Education Agency (Link to TEA Memo)
Notice
from State Funding: Information from
TEA regarding implementation of Rider 86 - pay increase
for educators (Link
to web site)
Federal
MOE Template
This template may be used to help
a district determine compliance with Federal Funds Maintenance
of Effort (MOE) requirements. (Link
to Templates Page)
SCHOOL FIRST:
Notice
from Gary & Woody: Additional
information regarding the Annual Financial Management Report
to be prepared by the school district. Please
reference this link and scroll down to Sec. 09.1005 "Reporting" .
2006-2007
FIRST Worksheet (Courtesy of ESC Region XIII Website)
(Link
to FIRST Template)
Notice, FIRST: TASBO/TSPRA
"FIRST Communication Resources Kit" (Including
notice of public meeting to discuss your district's State
Financial Accountability Rating )
Notice, FIRST: Link
to “65% Rule” indicators 13 and 14 of 2006-07
FIRST worksheet as posted on the Texas Register
Note:TEA Audit Division's School
Management Report to be given
with District's FIRST public hearing in 2007 (6/27/07)
