Note from Omar: New Template: A new template (release 6 dated 5/8/12) that includes the calculations for the Effective M&O Tax Rate and the Notice is now available for download. This release is also in a new format designed to more closely mirror the format now being used by TEA on the Summary of Finances. As usual, please check periodically for updates.
Note from Woody:This template will allow district's to compare "earned" DPE with "payment" LPE to calculate "projected" over/under payment of Foundation School Fund. 2011-12 LPE-DPE Template (LINK)
This year's template will require uploading 2010-11 as wells as 2011-12 data to calculate funding. (Save template to your computer). Note: This template no longer reduces PK attendance by 50%. ( Revised 11/8/11,11/23/11,12/15/11 & 4/18/12)
Attention Template Users: State Funding is using a new web page link to access your Summary of Finance Templates. Also, Omar has updated his template. I have re-posted the 2011-12 LPE-DPE Template (wb4) using the new links to SOF reports and the updates. You must use this new template in order to merge 2010-11 & 2011-12 SOF reports. Use the link below to download the new template and follow the instructions. This template, LPE_DPE_FY1112_r4_wb4_SB1, includes changes to Omar's template.
Web Posting Requirement (HB1): "Proposed" Expenditure Budget on district's web page as required by HB1. A school district must post the budget summary on the school's Internet Web site when it post the "Notice of Public Hearing" on the budget in the newspaper. (Link to "Proposed" Budget Reporting Template) Updated 06/016/2011
Web Posting Requirement (HB3: 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 "Adopted" Budget Template) Posted 06/016/2011 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.
Utility Posting Template Still Required: (Link to 2011-12 Energy Template). Template
to post utility usage & aggregate cost on
school district web page as required by HB 3693 is still required on district's web page (Link to '09-10 Template); (Link to '08-09 Template); (Link to '10-11 Template)
Federal Funds MOE Templates.These templates may be used to help a district determine
compliance with Federal Funds Maintenance of Effort
(MOE) requirements. Link to Federal MOE Templates)
Cash
Flow Template (Short Form) (Excel Worksheet: This template will be useful for reporting to board)
