Calendar of Key Deadlines for Apportionments July 18, 2016

Transcription

1 Mary Jane Burke Marin County Superintendent of Schools Business Services Department Business Bulletin Calendar of Key Deadlines for Apportionments July 18, 2016 Please find the Calendars for Key Deadlines for the Apportionments on the following pages of this bulletin If you have any questions, please call Kate Lane at (415)

2 CALIFORNIA DEPARTMENT OF EDUCATION School Fiscal Services Division Principal Apportionment At-A-Glance Calendar of Key Deadlines School Districts, County Offices of Education (COEs), Charter Schools As of: June 7, Annual Attendance Data (All LEAs) Advance Certification PENSEC forms due for charter schools that are new or significantly expanding (adding a grade level or some other qualifying event) JULY AUGUST Annual Taxes Annual COE LCFF Adjustments Annual Miscellaneous Funds Data TBD Certification of the Special Advance Apportionment, based on PENSEC data, for newly operational charter schools and continuing charter schools adding one or more grade levels SEPTEMBER OCTOBER Audit Adjustments to CALPADS Data (All LEAs; auditor concurrence required) All Other Prior Year Corrections (auditor concurrence required for years prior to ) Annual LEA Infant Data Day forms due for newly operational charter schools and continuing charter schools adding one or more grade levels Annual SELPA ADA and Tax Allocations Annual NSS Funding and Certification Selections (if different from P-2) P-1 Taxes Annual Nonpublic School Extraordinary Cost Pool Claim Data Annual Necessary Small SELPAs Extraordinary Cost Pool for Mental Health Services NOVEMBER DECEMBER P-1 NSS Certification Selection TBD Certification of the Second Special Advance Apportionment, based on 20-Day data, for newly operational charter schools and continuing charter schools adding one or more grade levels P-1: Attendance Data (All LEAs) NSS Funding Selection SELPA ADA and Tax Allocations LEA Infant Data COE LCFF Adjustments County Served District Funded ADA Transfer Selection COE Foster Youth NSS High Charter School Physical Location JANUARY FEBRUARY P-1 Certification 1 Prior Year Corrections: Audit Adjustments to CALPADS Data (All LEAs; auditor concurrence required) All Other Prior Year Corrections (auditor concurrence required for years prior to ) MARCH APRIL P-2: Taxes COE LCFF Adjustments NSS Certification Selection County Served District Funded ADA Transfer Selection (revisions; submit P-1 file) Charter School Physical Location (revisions; submit new P-1 file) P-2: Attendance Data (All LEAs) NSS Funding Selection SELPA ADA and Tax Allocations LEA Infant Data COE Foster Youth NSS High MAY JUNE P-2 Certification An accessible alternative version of this calendar is available on CDE s Web site at LEGEND: ADA Average Daily Attendance; CALPADS California Longitudinal Pupil Achievement Data System; LEA Local Educational Agency; LCFF Local Control Funding Formula; NSS Necessary Small School; P-1 First Principal Apportionment; P-2 Second Principal Apportionment; PENSEC Pupil Estimates for New or Significantly Expending Charters; SELPA Special Education Local Plan Area; TBD To Be Determined. NOTE: Due dates may be modified if necessary.

3 Page 1 of 4 Home / Finance & Grants / Allocations & Apportionments / Principal Apportionment AAV of At-A-Glance Calendar, FY Accessible Alternative Version of a one page fiscal year calendar showing key deadlines for school district, county office of education (COE), and charter school data for fiscal year (FY) This page is the Accessible Alternative Version (AAV) of Principal Apportionment At-A-Glance Calendar of Key Deadlines (DOC). The Word document should be the preferred version for downloading. Due dates may be modified if necessary. July Jul Annual Attendance Data, all Local Educational Agencies (LEAs) 20-Jul-2016 Certification of the Advance Apportionment for school districts, COEs, and continuing charter schools 29-Jul PENSEC forms due for charter schools that are new or significantly expanding (adding a grade level or some other qualifying event) August Aug Annual Taxes 15-Aug Annual COE LCFF Adjustments 15-Aug Annual Miscellaneous Funds Data September 2016 TBD Certification of the Special Advance Apportionment, based on PENSEC data, for newly operational charter schools and continuing charter schools adding one or more grade levels October Oct-2016 Audit Adjustments to CALPADS Data (All LEAs; auditor concurrence required) All Other Prior year corrections. Submit prior year corrections via the Principal Apportionment Revenue Software or Principal Apportionment Data Collection Software. Corrections must be submitted in the corrected mode for the appropriate period and fiscal year.

4 Page 2 of 4 Note: Non-CALPADS corrections for years prior to must be supported by an auditor letter of concurrence. Additionally, CDE s authority to spend funds appropriated in the budget act expires after three years. Thus, any increases to claims for programs funded through budget acts prior to the Budget Act of 2014 (fiscal year ) may not be funded 31-Oct Annual LEA Infant Data Day forms due for newly operational charter schools and continuing charter schools adding one or more grade levels November Nov Annual Special Education Local Plan Area (SELPA) ADA and Tax Allocations Annual Necessary Small School (NSS) Funding and Certification Selections (if different from P-2) P-1 Taxes 30-Nov Annual Nonpublic School Extraordinary Cost Pool Claim Data. Hard copies of supporting documentation (copies of paid invoices) also due to the Office of Principal Apportionment and Special Education postmarked by the due date. Attention: ECP claim documents (see address at end of page) Annual Necessary Small SELPAs Extraordinary Cost Pool Claim Data for Mental Health Services. Hard copies of supporting documentation (copies of paid invoices) also due to the Office of Principal Apportionment and Special Education postmarked by the due date. Attention: ECP claim documents (see address at end of page). December Dec P-1 NSS Certification Selection TBD Certification of the Second Special Advance Apportionment, based on 20 Day data, for newly operational charter schools and continuing charters schools adding one or more grade levels January Jan P-1 Attendance data, (all LEAs) P-1 NSS Funding Selection P-1 SELPA ADA and Tax Allocations P-1 LEA Infant Data P-1 COE LCFF Adjustments P-1 County Served District Funded ADA Transfer Selection P-1 Foster Youth Necessary Small High School (NSHS) P-1 Charter School Physical Location

5 Page 3 of 4 February Feb-2017 Certification of the First Principal Apportionment March Mar-2017 Audit Adjustments to CALPADS data (All LEAs; auditor concurrence required) All Other Prior Year corrections. Submit prior year corrections via the Principal Apportionment Revenue Software or Principal Apportionment Data Collection Software. Corrections must be submitted in the corrected mode for the appropriate period and fiscal year. April 2017 May 2017 June 2017 Note: Non-CALPADS corrections for years prior to must be supported by an auditor letter of concurrence. Additionally, CDE s authority to spend funds appropriated in the budget act expires after three years. Thus, any increases to claims for programs funded through budget acts prior to the Budget Act of 2014 (fiscal year ) may not be funded. 17-Apr P-2 Taxes P-2 COE LCFF Adjustments P-2 NSS Certification Selection County Served District Funded ADA Transfer Selection (revisions; submit new P-1 file) Charter School Physical Location (revisions; submit new P-1 file) 01-May P-2 Attendance data, all LEAs P-2 NSS Funding Selection P-2 SELPA ADA and Tax Allocations P-2 LEA Infant Data P-2 Foster Youth NSHS 23-Jun-2017 Certification of the Second Principal Apportionment For general questions regarding Principal Apportionment due dates or other questions related to the Principal Apportionment refer to the Office of Principal Apportionment and Special Education staff contact list posted on the CDE Web site, or call the Office of Principal Apportionment and Special Education at (916) If required, submit hard copy reports to:

6 Page 4 of 4 Principal Apportionment and Special Education Office School Fiscal Services Division California Department of Education 1430 N Street, Suite 3800 Sacramento, CA Questions: PASE/CADR pase@cde.ca.gov Last Reviewed: Tuesday, June 14, 2016