September 6, 2005 Letter regarding September Pupil Count Report - PI 1563 Information

Date: September 6, 2005

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
Chapter 220 Integration Transfer Reports – PI 1541
PI 1505 Full Financial Annual Report and Unresolved Contracts
Upcoming Mailings and Important Dates

September Pupil Count Report - PI 1563 Information

Please route the following information to the individual(s) who complete the September Pupil Count Report, PI 1563, for your district. The pupil count date is Friday, September 16, and the report is due Monday, October 3.

The PI 1563 Internet Pupil Count Report program will open for district data entry on Friday, September 16. Instructions to access the report program can be found under the “Reporting Instructions - All Reports” link on the team’s website or directly at dpi.wi.gov/sfs/instr_1563.html.

Additionally, pupil count report instructions and a worksheet are available on the team’s website at dpi.wi.gov/sfs/doc/guidelinesforcounting.doc and dpi.wi.gov/sfs/xls/pi1563_worksheet.xls. These resources are also located under “Late Breaking News” on the team’s website. The team encourages district staff responsible for the PI 1563 report to review the general instructions and the worksheet as they reflect the steps districts will follow to report students on the PI 1563 report.

If your district is unable to hold school on September 16, 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 e-mail 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.

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.

Summer School FTE Reporting - PI 1804/1805

Districts will again use an Internet based reporting program for the reporting of 2005 Summer School FTE. Instructions to access the report program can be found under the “Reporting Instructions - All Reports” link on the team’s website or directly at dpi.wi.gov/sfs/instr_sumschl.html. This report is due Monday, October 3. Contact Brad Adams at the address below should the district have questions.

Group and Foster Home Adjustment

Included in this mailing are printouts for specific districts showing the adjustments in the 2004-2005 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. Line B of the printout indicates the number of additional days claimed by the reporting district who filed the PI 1589. Lines D and E reflect the calculation of days lost when a group or foster home student who was counted for membership leaves the district. Line F shows the net days lost or gained due to group or foster home students. Line G converts the net days on Line F to FTE and represents the district's membership adjustment for 2004 - 2005. This adjustment affects only the general aid membership used to calculate 2005-2006 general aid; it has no effect on the district's revenue limit calculation. Contact Jerry Landmark, by telephone at (608) 266-3464 or by e-mail at Jerome.Landmark@dpi.wi.gov with questions.

Chapter 220 Integration Transfer Reports - PI 1541

The Interdistrict Integration Transfer (PI-1541) and the Intradistrict Integration Transfer (PI 1542) financial reports are due on October 14 as required by s.121.87 Wis.Stats. The report forms are on the School Financial Services Team website at dpi.wi.gov/sfs/index.html. Select the left hand scan bar link, “Forms” to access the forms for reporting this information to the department.

PI 1505 Full Financial Annual Report and Unresolved Contracts

The district's 2004-2005 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 either Gene Fornecker (608) 267-7882, Kathy Guralski (608) 266-3862 or Natalie Rew (608) 267-9212, Auditors, immediately by telephone. The department will use the estimated additional settlement cost in determining the district's October 15 certified aid amount.

Upcoming Mailings and Important Dates

Date	Event
September 9, 2005	PI 1506 AC Completion Due Date (Auditors)
September 16, 2005	Third Friday Pupil Count Date
September 19, 2005	September General Aid Payment
September 22, 2005	Preliminary General Aid Estimate Posted to Internet
October 3, 2005	PI 1563 Pupil Count Report Due
	PI 1804/1805 Summer School Report Due
	PI 1505 Full Financial Annual Report Due
	PI 1524 State Tuition Claim Due
October 3, 2005	Tentative Mailing of 2005 Tax Apportionment Values
October 14, 2005	Tentative Mailing of Certification of 2005-2006 Aid Eligibility
	PI 1541 and PI 1542 Integration Program Reports Due and Revenue Limit Calculation to Line 13.
October 17, 2005	PI 401 Tax Levy Reporting Opens For Data Entry
November 1, 2005	Audited 2004-2005 Financial Statements Due From Auditors
November 6, 2005	Due Date for Levy Reporting to Municipalities
	Due Date for PI 401 – Tax Levy Data
November 15, 2005	2005-2006 Revenue Limit Calculation Using District Tax Levy Information Posted to Internet
November 21, 2005	Special Education Aid Payment

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
Karen Kucharz	karen.kucharz@dpi.wi.gov	(608) 267-9707
Jerry Landmark	jerome.landmark@dpi.wi.gov	(608) 266-3464

Enc: 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 12:04:10 PM