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August 29, 2006 Mailing to District Administrators




DATE:            August 29, 2006               

TO:                 School District Administrators

FROM:           David Carlson, Director
                        School Financial Services Team

RE:                  September Pupil Count Report - PI 1563 Information
                        Summer School FTE Reporting – PI 1804/1805
        Foster/Group Home Membership Adjustments – PI 1589
                        Pupil Transportation - Summer 2006 – PI 1547
                        Full Financial Annual Report and Unresolved Contracts – PI 1505
                        Supplemental Aid with Large Area – PI 1588
                        Upcoming Mailings and Important Dates

September Pupil Count Report - PI 1563 Information including Youth Challenge Academy/New 4K districts

Please route the following information to the individual(s) who complete the PI 1563 September Pupil Count Report for your district.  The pupil count date is Friday, September 15, and the report is due Monday, October 2.

The PI 1563 Internet Pupil Count Report program will open for district data entry on Friday, September 15.  Districts can access this report by clicking on the “School Finance Reporting Portal” link and then proceeding to the district’s home page.  Click on either the “Status and Deadlines” or “Non-Financial Data Home” link to access the report.

Resources are available to assist districts in generating the pupil count data. Pupil count report instructions and a worksheet are available on the team’s website at: http://dpi.wi.gov/sfs/membrpt2.html.  In addition, a webcast entitled “Counting Students for the PI-1563 Pupil Count Report” is available at the following link: http://media2.wi.gov/dpi/viewer/?cid=2352cf23-e130-4a9c-b83f-8f8e90b15f41.  The team encourages district staff responsible for the PI 1563 report to review these resources as they reflect the steps districts will follow to report students on the report.

Districts offering a four-year-old kindergarten program first effective with the 2006-07 school year will need to verify program offerings and requirements before being authorized to use the four-year-old kindergarten lines within the PI 1563 Pupil Count Report.  For assistance with program verification and account authorization, please contact Jill Haglund by telephone at (608) 267-9625 or by email at jill.haglund@dpi.wi.gov.

If your district is unable to hold school on September 15, a request for an alternative pupil count date must be submitted to the State Superintendent (s. 121.05(3) Wis. Stats).  Address your request to Janette Gosdeck, School Financial Services Team by email at janette.gosdeck@dpi.wi.gov.  Please specify the alternative date that you are requesting.  In most circumstances, the date should be either the Thursday before or the Monday after the Friday count date.


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Districts wishing to amend their pupil count report after the original submission should log on to the Internet reporting program and make the changes.  Note:  after making the changes, click the “Submit to DPI” button.  The department’s pupil count database will automatically be updated and an audit trail will be created reflecting the date and time of the submitted changes.  Districts are required to print and keep on file a paper copy of the original submission and any amendments.

Districts with students participating in the fall semester Youth Challenge Academy Program will be asked to complete a PI 1563 Youth Challenge Academy Report.  Districts can access this report by clicking on the “School Finance Reporting Portal” link and then proceeding to the district’s home page.  Click on either the “Status and Deadlines” or “Non-Financial Data Home” link to access the report.  Districts will not be allowed to submit the PI 1563 September Pupil Count Report until the PI 1563 Youth challenge Academy Report has been submitted.

 Summer School FTE Reporting - PI 1804/1805

Districts will again use an Internet based reporting program for the reporting of 2006 Summer School FTE.    This report is due Monday, October 2.  Contact Brad Adams at the address below should the district have questions.

PI 1547 Pupil Transportation - Summer 2006

The summer school 2006 portion of the 2006-2007 PI 1547 Transportation Report will open for data entry on September 1, 2006.  Districts can access this report by clicking on the “School Finance Reporting Portal” link and then proceeding to the district’s home page.  Click on either the “Status and Deadlines” or “Non-Financial Data Home” link to access the report.  The complete PI 1547 including the data for the regular 2006-2007 school year is due August 1 following the close of your fiscal year. However, districts are encouraged to complete the summer school portion now when the information has been recently collected.

Group and Foster Home Adjustment

Included in this mailing are printouts for specific districts showing the adjustments in the 2005-2006 membership for group and foster home students authorized by Wisconsin Statute 121.05(4).  Those districts that did not participate or did not experience a membership adjustment due to group or foster home students will not receive a printout in this mailing.  This adjustment affects only the general aid membership used to calculate 2006-2007 general aid; it has no effect on the district’s revenue limit calculation.  Contact Debbie Gaffney Dilley, by telephone at (608) 267-9114 or by email at debra.gaffney-dilley@dpi.wi.gov with questions.
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PI 1505 Full Financial Annual Report and Unresolved Contracts

The district's 2005-2006 Annual Report (PI 1505 AC and PI 1505) can include payroll and related benefit costs only to the extent that they are associated with implemented bargaining agreements or an implemented Qualified Economic Offer (QEO).  Implementation must occur by the October 1 following the June 30 fiscal year end (Wisconsin State Statute 120.18(1) (gm).

If the district and an employee bargaining unit do not have an implemented agreement, the recording of any increased costs above the most recent agreement is limited to the lower of the district’s or bargaining unit’s final offers submitted under the Wisconsin Employment Relations Commission (WERC) binding arbitration rules.

If a change in employee contract status occurs after report filing, but prior to October 1, contact Gene Fornecker (608) 267-7882, Kathy Guralski (608) 266-3862 or Natalie Rew (608) 267-9212, Auditors,


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immediately by telephone.  The department will use the estimated additional settlement cost in determining the district's October 15 certified aid amount.

Supplemental Aid

Supplemental Aid for School districts with a Large Area is an annual entitlement program authorized under s. 115.435, Wis. Stats.  Applications and further information regarding the eligibility requirements can be found at the following link:
http://dpi.wi.gov/sfs/supaid1.html

Application form PI 1588 for this program is due October 15. Contact Brad Adams at the address below should the district have questions.

Upcoming Mailings and Important Dates

Date

Event

September 8

PI 1506 AC Completion Due Date (Auditors)

September 15

Third Friday Pupil Count Date/PI 1563 Opens for Data Entry

September 18

September General Aid Payment

September 20

Preliminary General Aid Estimate Posted to Internet

October 2

PI 1563 Pupil Count Report Due
PI 1563 Youth Challenge Academy Report Due
PI 1804/1805 Summer School Report Due
PI 1505 Full Financial Annual Report Due
PI 1524 State Tuition Claim Due

October 3

Tentative Mailing of 2006 Tax Apportionment Values

October 13

Tentative Mailing of Certification of 2006-2007 Aid Eligibility;  Revenue Limit Calculation to Line 13 

October 16

PI 401 Tax Levy Report Opens For Data Entry
PI 1541 and PI 1542 Integration Program Reports Due

November 6

Due Date for Levy Reporting to Municipalities

November 15

Due Date for PI 401 – Tax Levy Data

November 20

Special Education Aid Payment

December 1

Audited 2005-2006 Financial Statements Due From Auditors

December 8`

PI 1504 Budget Report and PI 1504 SE Special Education Budget Report Due

Please contact one of the following School Financial Services Team staff should you have questions:

Brad Adams                          bradley.adams@dpi.wi.gov                                         (608) 267-3752
Lori Ames                              lori.ames@dpi.wi.gov                                   (608) 266-3464     
Karen Kucharz                      karen.kucharz@dpi.wi.gov                                          (608) 267-9707

dgd

Enclosures:           Foster/Group Home Aid Membership Adjustment Memo (Some Districts)
                                Foster/Group Home Membership Adjustment Detailed Summary (Some Districts)


For questions about this information, contact dpifin@dpi.wi.gov (608) 267-9114

Last updated on 2/25/2008 12:03:49 PM