Note from Woody. TEA has changed the format of the Summary of Finance template. I have made changes in the LPE.DPE Side-by-Side template so they match up correctly. Be sure to download a new template.
The 2012-13 LPE-DPE Side by Side Template _wb2 (link) with revised Available School Fund ($448.148) and current Comp Ed numbers is now available for download. The template is an "expansion" of Omar's release 9 template. The template will allow districts to compare "earned" DPE with "payment" LPE to calculate "projected" over/under payment of Foundation School Funds. The template incorporates actual six weeks attendance data and M&O tax collections to "project" over/under payments. Be sure in import the latest Summary of Finance report from TEA, and your "most accurate projection" of M&O tax collections. Be sure to re-enter your first through fourth six weeks attendance data (numbers have changed!!) Remember:The template is an "as is" projection based on current data.
From Omar: A new template (release 1 dated 05/29/13) that reflects the new school finance funding elements adopted by the 83rd Legislature, Regular Session, is now available for download. This is a preliminary version of the template as the applicable bills have not been signed into law. Please stay tuned for any further developments.
NOTICE: Web Posting Requirements for Budgets
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 06/03/13..
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 06/03/13.
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.
Note from Woody: 2012-13 Charter School LPE-DPE Side by Side Template (LINK). This template uses TEA's Charter School "Estimate of State Aid Template" to calculate" projected" funding (DPE) based on six weeks attendance reports. A side-by-side comparison of current funding from TEA's School District State Aid Report (LPE) and "earned" funding calculated using attendance counts (DPE) is provided. The template is an "as is" projection based on current data. Remember, State Funding will adjust your current year funding based on these calculations.
Note from Woody: I have posted a Special Education Template on our Templates Web Page. This template will allow the district to enter attendance counts from the "Superintendent's Report of Student Attendance & Contact Hours" in order to calculate "earned" revenue for each instructional setting. (LINK to Template)
Note from Woody: The 2012-13 LPE-DPE Side by Side Template is now available for download. The template is an "expansion" of Omar's release 9 template. The template will allow districts to compare "earned" DPE with "payment" LPE to calculate "projected" over/under payment of Foundation School Funds. The template incorporates actual six weeks attendance data and M&O tax collections to "project" over/under payments. The template is an "as is" projection based on current data. As Omar says "check for periodic updates".
Note from Omar: A new template (release 2 dated 01/07/13) is now available for download. This template is basically the same as the previous Release 9 except that another year has been added. Also, a new tab labeled "Weights" has been added that will allow the user to run "what-if" scenarios on possible changes to law. The Effective M&O Tax Rate calculations have been updated to the 2013-14 school year as well. As Omar says "check for periodic updates".
Utility Posting Template Still Required: (Link to 2012-13 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); (Link to '11-12 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)
Charter School Cash flow Templates: (Link to Excel version); ( Link to PDF version)
