Ohio university leadership program treasurer s cohort seminar
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OHIO UNIVERSITY LEADERSHIP PROGRAM TREASURER’S COHORT SEMINAR PowerPoint PPT Presentation


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OHIO UNIVERSITY LEADERSHIP PROGRAM TREASURER’S COHORT SEMINAR. OHIO STATE UNIVERSITY ENDEAVOR CENTER SHYVILLE ROAD – PIKETON, OHIO OCTOBER 28, 2010. Topics to Cover. Ed Jobs Funding Bill Tuition – District Residence Change Assessed Valuation Adjustment Related to State Tax Exempt Property

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OHIO UNIVERSITY LEADERSHIP PROGRAM TREASURER’S COHORT SEMINAR

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Ohio university leadership program treasurer s cohort seminar

OHIO UNIVERSITY LEADERSHIP PROGRAMTREASURER’S COHORT SEMINAR

OHIO STATE UNIVERSITY ENDEAVOR CENTER

SHYVILLE ROAD – PIKETON, OHIO

OCTOBER 28, 2010


Topics to cover

Topics to Cover

  • Ed Jobs Funding Bill

  • Tuition – District Residence Change

  • Assessed Valuation Adjustment Related to State Tax Exempt Property

  • Next Biennial Budget


Ed jobs funding allocations

Ed Jobs Funding - Allocations

  • $10B nationally for FY11

  • $361M to Ohio school districts and community schools

  • 98% distributed to districts and community schools

  • Allotment based on state’s funding formula as identified under the SFSF program or Part A of Title I of the Elementary-Secondary Act of 1965

  • Funding formula produced the larger amount of funds

  • (See handout) Region 15 “Estimated Allocation”


Ed jobs allowable costs

Ed Jobs – Allowable Costs

  • Limited to Compensation and Benefits

    • Retain existing employees

    • Rehire former employees

    • Hire new employees

  • Must be school level educational related services activities – not district level personnel

  • Health Insurance, Incentives for Early Retirement, Pension Fund Contributions


Ed jobs personnel

Ed Jobs - Personnel

  • Types of allowable personnel:

    • Teachers and Classroom Aides

    • Principals and Assistant Principals

    • Academic and Athletic Coaches

    • Counselors, Librarians, Nurses

    • Custodians, Bus Drivers, Cafeteria Workers

    • Furloughs or Cost Savings Days Elimination


Ed jobs personnel cont

Ed Jobs – Personnel (cont.)

  • Contracted personnel may be paid with Ed Jobs funds if:

    • School districts contracting with each other for services. Ex. District purchases services from ESC

    • Billing for the services clearly identifies the salaries and benefits of the employees of the LEA providing the services


Ed jobs personnel not allowable

Ed Jobs – Personnel Not Allowable

  • Types of personnel unallowable:

    • Superintendents and Assistant Superintendents

    • Treasurers and Assistant Treasurers

    • Central Office Staff

    • Finance Staff

    • Program & Curriculum Personnel

    • Non Building Level Personnel

    • Not allowed to establish or restore a rainy-day fund


Ed jobs personnel not allowable cont

Ed Jobs – Personnel Not Allowable (cont.)

  • Contracted personnel with non-school districts or non LEA’s

    • Transportation providers other than school districts for student transportation

    • Food Services provided by private contractors – not school districts


Ed jobs key regulations

Ed Jobs – Key Regulations

  • Period of availability is applicable

    • 1st date to obligate funds – August 10, 2010

    • Last date to obligate funds – September 30, 2012

  • Time and effort is applicable

  • No limitations on carryover from 2011 to 2012

  • 1512 quarterly reporting already required by ARRA

  • FER each FY on CCIP

  • Accounting Fund 504

  • Five Year Forecast Line 1.045


Questions

Questions???


Tuition

Tuition

  • ORC 2151.362(A)(1)

    “Determining School District to bear cost of educating a child when removed from his or her home.”


Determination for a child with special needs

Determination for a Child with Special Needs

  • 3313.64(C)(1) – Tuition to be paid by district of residence in accordance with Sections 3323.091, 3323.13, or 3323.14 ORC


Child with special needs cont

Child with Special Needs (cont.)

  • School District of Residence Defined

    • 3323.01(M)

      • District in which natural parent or adoptive parents reside;

      • If #1 cannot be determined, the last school district in which the child’s parents are known to have resided if parents’ whereabouts are unknown.


Determining school district to bear the cost for a child without special needs

Determining School District to Bear the Cost for a Child without Special Needs

  • Section 3313.64(C)(2)

    • District in which child’s parent resided at the time the child was removed from his or her home and the court vested custody to a government agency or another person

    • If parents residence at the time was unknown, tuition is to be paid by the district in which the child resided at the time the child was removed from home or placed in a legal or permanent custody


Tuition district of residence change

TuitionDistrict of Residence Change

  • ORC 2151.362(2)

    • Allows ODE to change the initial court order as to the tuition responsibility when parent has moved to another district

    • Applies to both special needs students and non special needs students


Dor change cont

DOR Change (cont.)

  • School Districts named in the court order shall complete Form SF-DRC

  • District shall provide documentation and evidence that the parent has moved to another district since the court order


Dor change cont1

DOR Change (cont.)

  • Documentation and evidence includes:

    • Court order with a named district

    • Department of Taxation or County Auditor proof that address is in a particular school district

    • Two different types of proof as outlined on the Form SF-DRC


Dor change cont2

DOR Change (cont.)

  • Two types of proof includes:

    • Voter registration

    • Utility bill (electric, gas, water/sewer, phone, cable)

    • Real Estate Tax Bill

    • Bank receipt

    • Rent receipt

    • Documented affirmation of parents address from DOR where parent(s) currently reside

    • Notarized affirmation from parents of current address

    • USPS return receipt from certified letter sent to parent by DOR filing SF-DRC

    • Written confirmation from Dept of Job & Family Services of the parents current address

    • Written confirmation from a local enforcement agency of the parents current address


Ohio department of education review

Ohio Department of Education-Review-

  • Upon receipt of Form SF-DRC, the ODE committee will review and decide if proof submitted is adequate for modifying the court order

  • Committee is comprised of 4 school finance personnel and one ODE attorney

  • Upon approval; a letter is sent to the following:

    • District originally named in court order

    • District currently responsible for tuition


Form sf drc

Form SF-DRC

  • Form can be downloaded from ODE home page: www.ode.state.oh.us

    • Finance

    • Finance Resources and Tools

    • Finance Program Information/Forms

    • Forms and Program Information for Traditional Public Schools

    • The form is listed under Tuition toward the bottom of the page


Questions1

Questions???


Ohio university leadership program treasurer s cohort seminar

EXAMPLE – Line 33A

Line 33A – Adjusted Assessed Valuation

A.Potential Valuation

Tax Exempted Valuation$36,708,620

Assessed Valuation$39,222,450$75,931,070

$75,931,070

B.Assessed valuation adjustment, amount

must be less than tax exempted valuation

$75,931,070 x 25% = $18,982,777$18,982,777

C.Determine the amount of adjustment

Tax exempted valuation$36,708,620

Minus adjustment (25%)$18,982,777$17,725,843

$17,725,843

D.Adjusting the assessed valuation

Assessed valuation$39,222,450

Adjustment$17,725,843$21,496,607

$21,496,607

E. Adjusted Assessed Valuation$21,496,607


Fy12 fy13 biennial budget

FY12 & FY13 Biennial Budget

  • State Superintendent EBM Parameters

  • State Board Considerations

  • See Handout as Presented by Kelly Weir, ODE Budget Analyst


Budget cont

Budget (cont.)

  • $8B next biennial budget hole

  • May be less considering $400M RTTT and $361M Ed Jobs Funding

  • Kasich and Strickland’s debates relative to school funding


Next biennial budget cont

Next Biennial Budget (cont.)

  • Kasich to scrap EBM

    • Do away with state income tax which provides 44% of money spent on schools

    • More dollars to classroom and less for administration – One superintendent for a county of 6 school districts

    • Do away with unfunded mandates


Next biennial budget cont1

Next Biennial Budget (cont.)

  • Strickland – Keep EBM

    • Would cost $10B to fund @ 100% currently phase in over ten year period of time

    • Gave $1.8B increase in current biennial budget primarily by the one-time stimulus money

    • States the EBM funding method makes Ohio’s school funding constitutional

    • Reduced property taxes for Seniors, disabled, and deceased spouse. ($400 per eligible household)


Questions2

Questions???


2009 2010 accomplishments

2009 – 2010 ACCOMPLISHMENTS


2009 2010 accomplishments1

2009 – 2010 ACCOMPLISHMENTS

  • All schools offering community service programs should have a board approved policy in place.

  • A new PASS report was developed and is available on the ODE web site by putting pass report in the ODE search box and then clicking on ODE – district payment reports


2009 2010 accomplishments2

2009 – 2010 ACCOMPLISHMENTS

  • Community School Accountability Issues Resolved:

    • JVSD Board can start a conversion school

    • Closing schools must send student records to resident schools

    • Automatic closing for those who do not meet performance standards


2009 2010 accomplishments3

2009 – 2010 ACCOMPLISHMENTS

  • Prohibited corporal punishment

  • All school districts now have a family and civic engagement team appointed

  • Gifted student funding maintained from previous year

  • Students below grade nine (9) taking advanced work are given high school credit for that work


2009 2010 accomplishments4

2009 – 2010 ACCOMPLISHMENTS

  • Updated and improved many teacher licensure requirements and BCI checks

  • Maintained minimum funding guarantee

  • Established a cap on funding increases

  • PBA funds eliminated as a single funding source and combined with other academic improvement funds


2009 2010 accomplishments5

2009 – 2010 ACCOMPLISHMENTS

  • All day kindergarten funding

  • State assessments required for students receiving scholarships under Cleveland Scholarship Program

  • ARRA stimulus funds utilized


Hb1 accomplishments and challenges

HB1 ACCOMPLISHMENTS AND CHALLENGES

  • Open Enrollment bridges both years

    • 2009 – 2010 Accomplishment, now electronic submission

    • 2010 – 2011 Challenge, to monitor and double check


Open enrollment

OPEN ENROLLMENT

  • How it works: EMIS Year end “N” report

  • How to prepare

    • Notify resident district

    • Monitor Flow report

    • Review EMIS reports

  • Double Check

    • Review year end report and communicate with other district

  • OE Payment

    • Adjustment in #2 August

    • Follows business rules


Improvements underway for new open enrollment system

IMPROVEMENTS UNDERWAY FOR NEW OPEN ENROLLMENT SYSTEM

  • As with most new payment adjustment systems, the true test comes when a payment is processed. The new open enrollment system (which adjusts for those students who are attending schools other than their regularly assigned buildings) was no exception. We have received numerous calls and emails indicating there are errors in the calculation of the adjustment and we have been drilling down and digging into the data to understand what has happened. As we continue that process, we will not be updating the FY2011 open enrollment adjustments until we are comfortable with the results.


Common issues

COMMON ISSUES:

  • The career-technical education (CTE) adjustments were not included in the August #2 payment. Open enrollment CTE adjustments have always been done separately from the regular education adjustments

  • The student FTE is calculated based on the number of reported session days for the building the student attended. A number of districts did not correctly report session days which has resulted in a reduced FTE


Common issues cont d

COMMON ISSUES (cont’d)

  • The process of using the building profile information for the number of days in session was in error. This resulted in the days in session defaulting to 178 days for a number of buildings, which led to calculated FTEs appearing lower than they should have been.

  • It appears that the percent of time a student spent in a postsecondary enrollment option (PSEO) program was not incorporated into the FTE calculation, resulting in a reduced FTE for students attending PSEO programs.

  • It also appears there may be issues with the concurrent enrollment checks that incorrectly eliminated some students from the payment calculations


Changes in 2010 2011

CHANGES IN 2010-2011


2010 2011 changes

2010 – 2011 CHANGES

  • ADM amount for community schools/stem school will be $5703 (from $5718)

  • Open Enrollment FTE paid at $5732+ building blocks ($50.91)

  • JVSD another ¾ of 1% increase

  • ESC funding remains the same

  • Ed choice deduction remains at $5200

  • Bus Purchase funds remain eliminated

  • CTE funds accountability


2010 2011 changes1

2010 – 2011 CHANGES

  • Two (2) calamity days eliminated and three (3) will be permitted

  • Early childhood education is flat funded

  • New operating standards will be finalized

  • Spending and reporting standards will be finalized and effective July 1, 2011


2010 2011 changes2

2010 – 2011 CHANGES

  • Academic content standards (math, science, social studies, reading/language) are being revised and will be effective April 1, 2011

  • Regular classroom teachers who become licensed for the first time after January 1, 2011 are eligible for tenure after 7 years of service


2010 2011 changes3

2010 – 2011 CHANGES

  • Four hours of in-service training in the prevention of child abuse, violence, and substance abuse for all middle and high school teachers must be completed prior to October 16, 2011

  • Ed Jobs funds (see handout)


Questions3

Questions???


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