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September 6, 2007 Letter to School District Administrators



DATE:      September 6, 2007               

TO:            School District Administrators

FROM:     David Carlson, Director
                  School Financial Services Team

RE:            PI 1563 September Pupil Count Report Information
                  2006-07 Foster/Group Home Membership Adjustments
                  PI 1547 Pupil Transportation Report - Summer 2007
                  PI 1505 Full Financial Annual Report and Unresolved Contracts
                  PI 1588 Supplemental Aid with Large Area Report
                  Upcoming Mailings and Important Dates

PI 1563 September Pupil Count Report Information

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 21, and the report is due Friday, October 5.

The PI 1563 Internet Pupil Count Report program will open for district data entry on Friday, September 21.  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 on the finance team’s home webpage under “Webcast Presentations” or directly at 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 2007-08 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 21, 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.

2006-07 Foster/Group Home Membership Adjustments

Included in this mailing are printouts for specific districts showing the adjustments in the 2006-2007 membership for group and foster home students authorized by s. 121.05(4), Wis. Stats.  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 2007-2008 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.

PI 1547 Pupil Transportation Report - Summer 2007

The summer school 2007 portion of the 2007-2008 PI 1547 Transportation Report will open for data entry on September 6, 2007.  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 2007-2008 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.

PI 1505 Full Financial Annual Report and Unresolved Contracts

The district's 2006-2007 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 (s. 120.18(1) (gm), Wis. Stats.)

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

 

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PI 1588 Supplemental Aid with Large Area Report

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 14

PI 1506 FB / PI 1506 AC Completion Due Date (Auditors)

September 17

September General Aid Payment

September 21

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

September 25

Preliminary General Aid Estimate Posted to Internet

October 1

PI 1804/1805 Summer School Report Due
PI 1505 Full Financial Annual Report Due
PI 1524 State Tuition Claim Due
Tentative Mailing of 2006 Tax Apportionment Values/PI 401 Tax Levy Report Instructions/PI 1504 Budget Report Instructions/PI 1505 SE Budget Report Instructions

October 5

PI 1563 Pupil Count Report Due
PI 1563 Youth Challenge Academy Report Due

October 12

Tentative Mailing of Certification of 2007-2008 Aid Eligibility;  Revenue Limit Calculation to Line 13 

October 15

PI 1541 and PI 1542 Integration Program Reports Due

October 16

PI 401 Tax Levy Report Opens For Data Entry

October 31

PI-1161 Indirect Cost

November 6

Due Date for Levy Reporting to Municipalities

November 12

SAGE Aid Payment

November 15

Due Date for PI 401 – Tax Levy Data

November 19

Special Education Aid Payment

December 3

Audited 2006-2007 Financial Statements Due From Auditors
PI 1570 High Cost SPED Report Due
General Aid Payment (Equalization and Special Adjustment)

December 7

PI 1504 Budget Report and PI 1505 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

The School Financial Services Team Internet home web page is located at http://dpi.wi.gov/sfs/index.html.

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 12:04:10 PM