• Listen to audio over your computer speakers. If you are not able to listen via the Internet, you can dial-in by phone using the numbers shown on your screen.
• If you disconnect, simply repeat instructions to reconnect to the program.• If listening to audio by phone, you can adjust the volume by pressing *4.• To submit a question, type in the chat window and click “Enter” to send. • CPE and CEU Credits are NOT available for this forum.
Thanks for Joining Us!
Welcome to FYI
• Our Intent and Purpose– Strategic Plan Outreach and Mentorship Effort
for New and Newer PASBO Members in all aspects of School Business Management
– Use PASBO Experts to Help New Entrants– Continuing Series
• Thursday, December 10, 1:30 p.m., Topic To Be Determined
• All sessions recorded and availableat www.pasbo.org/FYI
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Today’s Agenda
PASBO Tools You Can Use– Resources to Help You
What's Due– Calendar of State and Federal Reports
The Latest From Harrisburg and Your Role in Advocacy
Your Questions Answered– An Open Forum for Your Questions About Topics Covered and
Uncovered!
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Before We Start• The due dates on the calendar are
intended as a guide not as absolute deadline dates.
• The calendar is a work in progressand will be modified throughout the year.
• This is not an “official” calendar although it has been reviewed by PDE.
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Annual Conference & ExhibitsMarch 8-11, 2016 in Hershey
• Begins with Tuesday night event• No increase in registration fees• Exhibits open Wednesday morning• Mini-Seminars; SBO Help-Desks;
Double-Plays• Single- and two-day track to reduce
members’ time out of the office• Webcast• Registration opens October 1, 2015
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Follow PASBO Like PASBO
Add PASBO to your social networks
More information coming soon
PASBO has partnered with Forecast5 Analytics to introduce a suite of software products that can help schools in Pennsylvania analyze and compare expenditures, student performance, long-term budget projections and other important instructional and finance metrics. The Forecast5 products allow benchmarking of data on a local, regional and statewide basis.
More information coming soon
Free web forums to introduce Forecast 5 at the link below with two times to choose from.
Tuesday, November 17, 3 p.m. (ET)
Wednesday, November 18, 10 a.m. (ET)
http://www.pasbo.org/blog_home.asp?Display=60
Sources of Filing and Reporting Info
• PIMS Data Collection Calendar http://www.portal.state.pa.us/portal/server.pt/community/pims-
pennsylvania_information_management_system/8959
• Comptroller Forms http://www.portal.state.pa.us/portal/server.pt/community/forms
_and_procedures/13472
• Food Service Calendar http://www.portal.state.pa.us/portal/server.pt/community/natio
nal_school_lunch/7487/activity_calendar/964588
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1-DecNew Hire
Report Monthly Report of New Hires Dept. of Labor &
Industry
1-DecNSL Report on
PEARS MonthlyReimbursement for Lunches Served each
MonthFood
Service CN PEARS
1-Dec CLGS-501 AnnualCertified copy of new LTEA tax enactments,
repeals, changes, or new tax collector Finance DCED
10-Dec
Upload NPAS Reports and Send On-line Monthly Report of Wages & Retirement Contributions Finance PSERS/NPAS
10-Dec 2030 Quarterly Reconciliation of cash on hand Finance Comptroller
15-Dec
Sterling Act Tax Credit Data
Filing Annual
SD with EIT in prior year/residents paying Sterling Act tax certify prior year's tax credits
claimed Finance PDE
15-Dec 374 Annual
Expenditures for Edu. Of Juveniles incarcerated in adult facilities (revised budget -
SY2007,8) Finance DSD&A
23-Dec Quarterly PSERS Q3 Employer Payment Finance PSERS
30-Dec PDE-352 AnnualACCESS Funds Request Form (intermediate
units) Finance
31-Dec PDE-2057 Annual Annual Financial Report Auditor Certification Finance PDE
31-DecDept. of Labor & Industry - 3020 Quarterly Multiple Worksite Report
Dept. of Labor & Industry
31-Dec Earned Income Tax Quarterly Report of Local Wage Tax Withholdings Finance Local EIT Collector
31-Dec IRS- 941 Quarterly FICA & Federal Income Tax Finance IRS
31-Dec PA Dept. of Revenue Quarterly Report of State Tax Withholdings Finance Dept. of Revenue
31-Dec PDE-339 (Act 29) Quarterly Social Security & Medicare Contributions Finance PDE
31-Dec PSERS - Employer Quarterly Deposit of Employer Retirement Due Finance PSER
31-DecAll State and Federal
Grant reporting QuarterlySubmit all grant reporting for State and
Federal programs.
31-DecDept. of Labor &
Industry UC-2 Quarterly Report of Unemployment Comp. Wages FinanceDept. of Labor &
Industry
Variable PDE-2071Semi-
AnnualRequest for reimbursement for
construction Finance Comptroller
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ACT 1 Index for FY 2016-17
• ECI increase at 2.2%• 3 year average SAWW increase on
Calendar Year Basis is 2.5%• Base Act 1 Index 2.4% • To determine your adjusted index if your
aid ratio is > .4000: 2.4% x (0.75 + Aid Ratio) = Adjusted Index
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Act 1 Key Dates1/7/16 Make proposed preliminary budget available for public
inspection or adopt a resolution indicating not toraise taxes above the index
1/27/16 Deadline for preliminary budget adoption
2/4/16 Deadline to publish a notice of intent to file for exceptions
2/11/16 Deadline to seek PDE approval for exceptions
5/31/16 Deadline by which a school board must adopt itsproposed final budget
6/30/16 Deadline by which a school board must adopt its final budget
www.pasbo.org/act1info for complete resources
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The PASBO State Budget Blog• Invitation only site related to the State Budget• If you have not yet signed up, please send an email to
[email protected]• Sign-up is easy• Try to send out messages when updates occur, but
check once a week just in case• Just put up estimated BEF and SEF spreadsheets on
the Blog at the link below: http://paedbudget.ning.com/forum/topics/basic-education-funding-and-special-education-funding-estimates
The Latest From Harrisburg• An agreement to a budget framework for
15-16• $350 million new dollars for Basic
Education Funding• $50 million new dollars for Special
Education Funding• Distribution method for BEF a little
unclear. PASBO estimates based on running all new $ through BEF Formula
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The Latest From Harrisburg
• Pension Reform– New Employees would likely be placed in a
hybrid plan (part defined benefit, part defined contribution)
– Will share more details when available
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Property Tax Reform• Existing slots money would be
repurposed into the State General Fund• Sales tax rate would increase from 6% to
7.25%• Generates approximately $2 Billion new
dollars• All of that money would be used for
Property Tax Relief• Distribution method remains unclear17
Property Tax Reform
• Referendum for any property tax increase is being discussed
• No Act 1 index and no exceptions if that were to go through
• PASBO and the Campaign for Fair Education Funding have come out strongly against this idea
• What can you do?18
Advocacy
• Follow PASBO legislative updates• Check out statewide data on PASBO
website (www.pasbo.org/statebudget)• Watch for and respond to PASBO alerts• Call, email and meet with your
legislators--frequently
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How to Contact your Legislator• Legislator contact information is available
at: www.pasbo.org/legislativeinfo• Call their district offices-leave a message
and they’ll call you back• Schedule an appointment or invite them to
your school• Make yourself their go-to resource on all
school finance issues• Don’t be intimidated—you know more than
they do, and they work for you!20
• MONDAY, November 16 from 9am-1pm at the Capitol in Harrisburg
• Meet with your legislators, hear from R and D leadership, hear from executive directors of PASBO, PASA, PSBA, PAIU, PAESSP and PARSS
• Sign up at https://www.psba.org/event/join-us-for-budget-action-day-on-monday-nov-16/
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Time for Questions!
Send text questions using the “Chat” function at the left side of your screen.
Type message in box and click “Enter” to send.
CPE and CEU Credits are not available for this forum.
Thank you for your participation!