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Sept. 29, 2011 ISFIS SitRep Webinar

Sept. 29, 2011 ISFIS SitRep Webinar. (Larry – Please start the Recording). Webinar Reminders. Update us with your email address or help us know who else needs an invite. . . . traci.giles@isfis.net

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Sept. 29, 2011 ISFIS SitRep Webinar

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  1. Sept. 29, 2011ISFIS SitRep Webinar (Larry – Please start the Recording)

  2. Webinar Reminders • Update us with your email address or help us know who else needs an invite. . . . traci.giles@isfis.net • PowerPoint on ISFIS web site at http://sites.google.com/site/iowaschoolfinance/Home/webinar-recordings • Use question pane to pose questions or tell us if you are having problems • Webinar recording is available to subscribers • Ask questions. We will find the answer. . . • Fall schedule: every other Thursday except T-day

  3. Today’s Webinar Agenda • A new calculator for categorical funds • Ed Jobs money:  another distribution • GASB definition changes impact Solvency Ratio Calculation • Determining final Unspent Authorized Budget • PK, Admin limitation and DE administrative funding authority • Background Checks • PPEL Declaratory Ruling: Expenditure Adjustments • Jim Addy, Mapping Strategies Inc., on Geocoding • Branstad's Blueprint on Education Reform Oct. 3:  Steps to engage in the conversation • Dates and deadlines • An ISFIS Recipe

  4. A New Projection Tool: Categoricals in Formula • Background: • Teacher Salary Supplement (TSS), Professional Development (PD) and Early Intervention were rolled into formula two years ago. • No longer driven by state appropriations but included in State Foundation Aid through the Aid and Levy Worksheet. • All were converted over to per pupil amounts (each different) and are controlled by an allowable growth rate.

  5. A New Projection Tool: Categoricals in Formula • Also impacted by a budget guarantee calculation – can’t get less from one year to the following (but can work from a lower base in successive years). • How do I project into the future?

  6. A New Projection Tool: Categoricals in Formula Here’s a screen shot:

  7. Ed Jobs Money:  Another Distribution • US DOE made new disbursement of Ed Jobs funds • Original Allocation $96,490,048; Supplemental Allocation $1,425,352 • Distribution per Weighted Enrollment: $174.92 Original; $2.59 Supplement • Adds to previous Ed Jobs and used for same purposes.  • DE un-finalized your final reports. • Jeff Berger’s email on Sept. 22 has all the details

  8. Basic Premise Still Stands • Use for compensation and benefits and other expenses, such as support services, necessary to retain existing employees, recall or rehire former employees, and hire new employees, in order to provide early childhood, elementary, or secondary educational and related services at the school building level. • May use Ed Jobs funds for local obligation through Sept. 30, 2012.

  9. ISFIS Web Site tracks Fed Funds

  10. GASB 54 Definition Changes Impact Solvency Ratio Calculation • How it was calculated: Unreserved/Undesignated GF Balance (Total GF Revenues - AEA Flow through) • Now we don’t have Unreserved/Undesignated Fund Balance any more. • So what do we have?

  11. GASB 54 Definition Changes • http://www.gasb.org/cs/BlobServer?blobcol=urldata&blobtable=MungoBlobs&blobkey=id&blobwhere=1175820452252&blobheader=application%2Fpdf • Nonspendable fund balance—amounts that are not in a spendable form (such as inventory) or are required to be maintained intact • Restricted fund balance—amounts constrained to specific purposes by their providers (such as grantors, bondholders, and higher levels of government), through constitutional provisions, or by enabling legislation • Committed fund balance—amounts constrained to specific purposes by a government itself, using its highest level of decision-making authority; to be reported as committed, amounts cannot be used for any other purpose unless the government takes the same highest-level action to remove or change the constraint

  12. GASB 54 Definition Changes • Assigned fund balance—amounts a government intends to use for a specific purpose; intent can be expressed by the governing body or by an official or body to which the governing body delegates the authority • Unassigned fund balance—amounts that are available for any purpose; these amounts are reported only in the general fund. • So, ok, what are we using? Unassigned FB (Row 29 BS) + Assigned FB (Row 30 BS) Total General Fund Revenues (Row 57 Revenues)

  13. GASB 54 / CAR Interaction • Remember, what you got out of the system is preliminary NOT final. Subject to adjustment. • If you use old designation codes your calculation of solvency ratio may change. • “…districts must follow the limits in law--so if they did not correctly code their balances on the CAR and it calculates a higher limit than the law allows, the district must follow the level in law.  We are noticing districts that appear to have used old code numbers and therefore all the balances are showing up as committed when it is unlikely that the board really took official specific action.  That will cause a cash reserve levy limit that exceeds what is really allowed.”

  14. Determining Final FY 2011 Unspent Authorized Budget • Need a few numbers… • Miscellaneous Income • Special Ed Deficit or Surplus • Total General Fund expenditures

  15. Determining Final FY 2011 Unspent Authorized Budget • Where do I find Miscellaneous Income?

  16. Determining Final FY 2011 Unspent Authorized Budget • Put the numbers into the Unspent Authorized Budget Projection Worksheet http://educateiowa.gov/index.php?option=com_docman&task=doc_download&gid=10949&Itemid=1507 • You will need the FY 2010 data from the DOM UAB worksheet: http://www.dom.state.ia.us/local/schools/files/fy10/UAB_ReportFY2010Final_with_FY2012.xls

  17. Determining Final FY 2011 Unspent Authorized Budget Fill in FY 2010 from DOM UAB Worksheet Fill in FY 2011 from CAR/SES Fill in FY 2011 from CAR Fill in FY 2011 from CAR

  18. Calculating Rate Buy down of Debt Service • Find Form 703 for FY 2012 (final Aid and Levy sent to you by Lisa Oakley). • Also need TaxCert sheet from FY 2012 certified Budget.

  19. Form 703 Take the amount listed Row 18

  20. Calculating Debt Service Rate Buy down • TaxCert Sheet • Row 18 from Form 703: $100,000 • 1-1-10 Debt Service and PPEL Valuation: $150,000,000 • Multiply result by 1,000 • $100,000/$150,000,000*1,000 = $0.66667 Take the number here

  21. PK, Admin limitation and DE administrative funding authority • Aug 31 Director Glass memo to field re HF 645 • 5% administration limitation expectations from • Limitation applies to FY 2012 appropriated amount (legislation and memo silent on carry over funds • DE allows in-kind provision of district resources to private partners - PD for PK teachers, instructional materials, transportation, Program evaluations, etc.   • Understanding about 5% limitation – can you run the PK program on 0.5 weighting and 5% admin limitation? Are carry over funds designated for a purpose? Advocacy considerations.

  22. DE PK Admin Expenditures • Iowa Code 256C.5(4) DE may keep enough money off the top of PK state foundation aid to pay for up to 3 FTEs to administer the program.   • DE hasn't done this in the past, but they are this year.   • Works out to 0.6% of total to pay for the state positions, ($330K prorated statewide).   • DE sent notice out to business managers via the School Business Alert and email on Sept. 8 with allocations. • DE directs districts to record this as a revenue and then, corresponding expenditure back to the state, so there is no spending authority retained by the district for the amount withheld. 

  23. Iowa Code 256C.5(4) Administration and oversight. Except as otherwise provided by law for a fiscal year, of the amount appropriated for that fiscal year for payment of preschool foundation aid statewide, the department may use an amount sufficient to fund up to three full-time equivalent positions which shall be in addition to the number of positions authorized for the fiscal year, as necessary to provide administration and oversight of the preschool program. 

  24. www.whatstheirbackground.net What’s Their Background is an online pre-employment screening service provided by the Iowa School Finance Information Services (ISFIS) with results driven by IntelliCorp Records, Inc. and the Iowa Department of Human Services. What’sTheirBackground offers the following package options: Standard - $40/search • Social Security Number Verification • Multi-State Criminal Search • County Based Criminal Search • Sex Offender Registry Check • Iowa Health and Human Services Child & Adult Abuse Registry Check (Recommended for Teachers, Classified Staff and Administrative Staff) Standard Plus - $46/search • Includes everything in the Standard Package, plus • Iowa Department of Motor Vehicle driver’s license check (Drivers) Other Services such as Motor Vehicle History for states other than Iowa, Professional License Verification and more are available upon request; additional fees apply. Visit www.isfis.net for additional information, forms and more!

  25. PPEL Declaratory Ruling: Expenditure adjustments • Ruling was effective for last fiscal year, however, can’t change what you already submitted to DE on the CAR • You can make adjustments back to July 1, 2011 for any purchases you may have already coded to GF that are now PPEL allowable (and potentially Sales Tax allowable depending on RPS)

  26. DE finds that “Technology” includes all (a through q) except software for educational/instructional use (e) and PD of staff that isn’t training in the operation of the computers. a. A single unit of hardware which in and of itself does not cost more then $500. (Legislation effective 7-1-2011 now allows invoice total of $500, rather than single unit) b. Wireless presenters, bags, and shoulder straps. c. Initial licensing to make laptop computers operational. d. Subsequent licenses of software. e. Software included in the definition of "educational" software per Iowa Code sections 301.1 and 301.4. f. Software used for the server, such as system for monitoring devices on the network. g. Software related to the web filter system. h. Software, no operating system, which is pre-installed.

  27. DE finds that “Technology” includes all (a through q) except software for educational/instructional use (e) and PD of staff that isn’t training in the operation of the computers. i. Staff training and professional development. j. Professional services purchased to install software onto computers. k. Post-implementation support. l. Maintenance. m. Project management, including project planning meeting, web site setup, and scheduled project calls from start to rollout. n. Asset/infrastructure assistance. o. Subscriptions. p. Warranties if required by the vendor as a condition of purchase. q. Warranties not required by the vendor as a condition of purchase.

  28. Accounting Specifics • Bundling is OK to the extent that all expenditures are for the items now included in “technology”  and allowed from a single fund and provide sufficient information to properly account for the expenditures. • Invoices will have to distinguish costs for those items not included in technology, but otherwise part of the bundle. • DE’s FAQ has a question about correcting coding of expenditures you’ve already coded since July 1, 2011. (#19 – but those fiscal year references are already outdated)

  29. Support for New School Leaders Larry's School finance basics video Go to www.isfis.net for the video Subscribers get PPT, discussion questions and facilitation guide under the training page of the subscriber site

  30. Geocoding to Support Local Decision MakingJim Addy

  31. Geocoding in Brief: What is it & What good is it to me? • What is geocoding? • New geocoded data available – 10 years of roadway accidents for safety planning • Using geocoding: an example

  32. What is Geocoding? • Taking a list of addresses (points) and representing them on a map • Any list of valid addresses can be geocoded. • It is the first step in figuring out how those “things” spatially fit into the world around us, especially in relationship to other “things.” • A GIS “file” is in fact several files, each with a purpose: • Graphic (map), database, projection (converting 3D to 2D space), and files to interface them with systems and each other. • It associates attribute or database information with geographic features so that they can be analyzed and manipulated along with the geographic features.

  33. Everything you do relates to children. • You need to know the relationship between children and their environment. • Spatial analyses reveal relationships that columnar analyses do not. • GIS does both. • It has a database and does columnar analysis with visual display, too. • The first step to understanding pupils is geocoding them.

  34. Geocode of Public and Non Public K12 Buildings ANY LIST…Can be Geocoded • Geocoding Schools • You can now look at students in relation to schools or type of school. • Spatial comparisons of Public and Non Public • THINK CREATIVELY • Spatial analysis can help you explore problems that had eluded solution. • What is your issue? Open enrollment patterns?

  35. Accident Data Now Available • We want to make you aware • Statewide Crash Data 2001-2010: • Most recent year data plotted or longitudinal analysis available • Variables: Level of severity; injury classification; occupants; vehicles involves; property damage • Note: Crash data are another geocoded list of points

  36. Using Geocoding – An Example with Accident Data • Student safety is always a concern • Geocode pupils • Relationship of pupils’ residences and accidents • Pedestrian traffic • Geocode schools and consider the relationships between pupils’ residences, schools, and accidents • School crossing • Crossing guard placement • Other examples: • Transportation: bus routes; activity vehicle trips; field trips • Facilities and program siting consideration

  37. Takeaways • Geocoding is a starting point for spatially relating data: given your focus is the child • Anything that exists can be “represented” spatially • NEW DATA for planning to mitigate risk – accident data • Mission centric planning, too…… • Be Creative / Think Programmatically • For instance, Census data analysis - alone or with Educational Value Added Models - can yield PPOWERFUL INFORMATION

  38. Questions Jim Addy Mapping Strategies www.mapping.strategies.com 515-554-1049

  39. Branstad's Blueprint on Education Reform Oct. 3 Watch press conference live Monday https://governor.iowa.gov/2011/09/gov-branstad-lt-gov-reynolds-to-launch-series-of-town-hall-meetings-focused-on-transforming-our-schools/ • High Expectations and Fair Measures • Great Teachers and Leaders (attracting great teachers to the profession, support at the beginning and throughout, support teacher leadership, roles, create peer interactions, critiquing, supporting, encouraging each other, career ladder) • The Spirit of Innovation – try without fear

  40. Politics and Processes • There will be things in here you like and things you don’t • Not much conversation about resources • Wise to have supportive statements about concepts, reserving acceptance for when the details are worked out • Participate and recruit others (parents and citizens)

  41. Town Hall Meetings: Your Chance to Advocate (Watch for more) Thursday, October 6, 2011 9:30 a.m.  Washington High School Auditorium 313 S. 4th Ave, Washington, IA 12:30 p.m.   Van Buren High School – Music Room 405 4th St Keosauqua, IA 2:30 p.m.   Davis County High School – Library 608 S. Washington St, Bloomfield, IA Saturday, October 15, 2011 12:30 p.m.   Van Meter High School – Large Gym 520 1st Ave. Van Meter, IA

  42. Pending Dates and Deadlines • Sept. 30 Districts must notify all parents within the district of the following dates • a. Open enrollment b. Transportation assistance c. Right to appeal to State Board if original request to open enroll was based on repeated acts of harassment or serious health condition of the student. d. Possible loss of athletic eligibility for open enrolled students. • Oct. 1 COUNT DAY!!!!! Board resolutions to study reorg. due WGS count date for fist semester tuition • Oct. 15 Certified Enroll. and Supp. Weighting due • Nov 1 Innovative calendar waiver application due School board officers report WGS – last day for public notice of board intent

  43. BananaCream Desserthttp://www.tasteofhome.com/Recipes/Banana-Cream-Dessert-2/Print Ingredients 3 cups graham cracker crumbs 1/2 cup butter, melted 3-1/2 cups cold 2% milk 2 packages (3.4 ounces each) instant vanilla pudding mix 5 medium firm bananas, halved lengthwise and cut into 1/2-inch slices 1 can (20 ounces) crushed pineapple, drained 1 carton (20 ounces) frozen whipped topping, thawed 1/3 cup chopped pecans, optional 2 (1.55 ounces each) milk chocolate candy bar, broken into squares Maraschino cherries, optional Directions Combine cracker crumbs and butter. Press into an ungreased 13-in. x 9-in. dish. In a large bowl, beat milk and pudding mix on low speed for 2 minutes. Pour over crust; top with bananas and pineapple. Spread with whipped topping (dish will be full). Sprinkle with pecans if desired. Chill for at least 4 hours before cutting. Garnish with candy bar pieces and cherries if desired. Yield: 16-20 servings. Nutrition Facts: 1 serving (1 slice) equals 272 calories, 13 g fat (9 g saturated fat), 19 mg cholesterol, 214 mg sodium

  44. The best ways to contact us: • Text us – Be sure to include your name in the message • Larry’s cell 515-490-9951 • Margaret’s cell 515-201-3755 • Email us – Use either email, we have no preference • Larry.sigel@isfis.net or larry.sigel@gmail.com • Margaret.buckton@isfis.net or margaret.m.buckton@gmail.com • Traci.giles@isfis.net • Call the office – Traci will grab the call if we’re not in at the moment • 515-251-5970 Option 1 for Margaret, Option 3 for Larry, Option 4 for Traci • When we’re on the road and out of the office, texting is the best way to get in touch with us. It’s easy to read and respond to those without interrupting the meeting we may be in.

  45. Questions? Submit questions in the control panel – upper right. Larry Sigel larry.sigel@isfis.net (515) 490-9951 cell Margaret Buckton margaret.buckton@isfis.net (515) 201-3755 cell Traci Giles traci.giles@isfis.net Iowa School Finance Information Services 515-251-5970

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