• 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!

3

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.

4

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

jammerman@pasbo.org• 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

16

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!