Mary Jane Burke Marin County Superintendent of Schools Business Services Department Business Bulletin 17 04 Calendar of Key Deadlines for 2016 2017 Apportionments July 18, 2016 Please find the Calendars for Key Deadlines for the 2016 2017 Apportionments on the following pages of this bulletin If you have any questions, please call Kate Lane at (415) 499 5822.
CALIFORNIA DEPARTMENT OF EDUCATION School Fiscal Services Division 2016-17 Principal Apportionment At-A-Glance Calendar of Key Deadlines School Districts, County Offices of Education (COEs), Charter Schools As of: June 7, 2016 15 2015-16 Annual Attendance Data (All LEAs) 20 2016-17 Advance Certification 29 2016-17 PENSEC forms due for charter schools that are new or significantly expanding (adding a grade level or some other qualifying event) JULY 16 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 AUGUST 16 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 15 2015-16 Annual Taxes 2015-16 Annual COE LCFF Adjustments 2015-16 Annual Miscellaneous Funds Data TBD Certification of the 2016-17 Special Advance Apportionment, based on PENSEC data, for newly operational charter schools and continuing charter schools adding one or more grade levels SEPTEMBER 16 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 OCTOBER 16 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 3 Audit Adjustments to CALPADS Data (All LEAs; auditor concurrence required) All Other Prior Year Corrections (auditor concurrence required for years prior to 2015-16) 31 2015-16 Annual LEA Infant Data 2016-17 20-Day forms due for newly operational charter schools and continuing charter schools adding one or more grade levels 15 2015-16 Annual SELPA ADA and Tax Allocations 2015-16 Annual NSS Funding and Certification Selections (if different from P-2) 2016-17 P-1 Taxes 30 2015-16 Annual Nonpublic School Extraordinary Cost Pool Claim Data 2015-16 Annual Necessary Small SELPAs Extraordinary Cost Pool for Mental Health Services NOVEMBER 16 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 DECEMBER 16 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 15 2016-17 P-1 NSS Certification Selection TBD Certification of the 2016-17 Second Special Advance Apportionment, based on 20-Day data, for newly operational charter schools and continuing charter schools adding one or more grade levels 17 2016-17 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 17 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 FEBRUARY 17 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 20 2016-17 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 2015-16) MARCH 17 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 APRIL 17 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 17 2016-17 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) 1 2016-17 P-2: Attendance Data (All LEAs) NSS Funding Selection SELPA ADA and Tax Allocations LEA Infant Data COE Foster Youth NSS High MAY 17 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 JUNE 17 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 28 30 23 2016-17 P-2 Certification An accessible alternative version of this calendar is available on CDE s Web site at http://www.cde.ca.gov/re/ca/fc/. 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.
Page 1 of 4 Home / Finance & Grants / Allocations & Apportionments / Principal Apportionment AAV of At-A-Glance Calendar, FY 2016-17 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) 2016-17. This page is the Accessible Alternative Version (AAV) of 2016 17 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 2016 15-Jul-2016 2015-16 Annual Attendance Data, all Local Educational Agencies (LEAs) 20-Jul-2016 Certification of the 2016-17 Advance Apportionment for school districts, COEs, and continuing charter schools 29-Jul-2016 2016-17 PENSEC forms due for charter schools that are new or significantly expanding (adding a grade level or some other qualifying event) August 2016 15-Aug-2016 2015-16 Annual Taxes 15-Aug-2016 2015-16 Annual COE LCFF Adjustments 15-Aug-2016 2015-16 Annual Miscellaneous Funds Data September 2016 TBD Certification of the 2016-17 Special Advance Apportionment, based on PENSEC data, for newly operational charter schools and continuing charter schools adding one or more grade levels October 2016 03-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.
Page 2 of 4 Note: Non-CALPADS corrections for years prior to 2015-16 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 2014-15) may not be funded 31-Oct-2016 2015-16 Annual LEA Infant Data 2016-17 20-Day forms due for newly operational charter schools and continuing charter schools adding one or more grade levels November 2016 15-Nov-2016 2015-16 Annual Special Education Local Plan Area (SELPA) ADA and Tax Allocations 2015-16 Annual Necessary Small School (NSS) Funding and Certification Selections (if different from P-2) 2016-17 P-1 Taxes 30-Nov-2016 2015-16 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). 2015-16 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 2016 15-Dec-2016 2016-17 P-1 NSS Certification Selection TBD Certification of the 2016-17 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 2017 17-Jan-2017 2016-17 P-1 Attendance data, (all LEAs) 2016-17 P-1 NSS Funding Selection 2016-17 P-1 SELPA ADA and Tax Allocations 2016-17 P-1 LEA Infant Data 2016-17 P-1 COE LCFF Adjustments 2016-17 P-1 County Served District Funded ADA Transfer Selection 2016-17 P-1 Foster Youth Necessary Small High School (NSHS) 2016-17 P-1 Charter School Physical Location
Page 3 of 4 February 2017 17-Feb-2017 Certification of the 2016-17 First Principal Apportionment March 2017 01-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 2015-16 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 2014-15) may not be funded. 17-Apr-2017 2016-17 P-2 Taxes 2016-17 P-2 COE LCFF Adjustments 2016-17 P-2 NSS Certification Selection 2016-17 County Served District Funded ADA Transfer Selection (revisions; submit new P-1 file) 2016-17 Charter School Physical Location (revisions; submit new P-1 file) 01-May-2017 2016-17 P-2 Attendance data, all LEAs 2016-17 P-2 NSS Funding Selection 2016-17 P-2 SELPA ADA and Tax Allocations 2016-17 P-2 LEA Infant Data 2016-17 P-2 Foster Youth NSHS 23-Jun-2017 Certification of the 2016-17 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) 324-4541. If required, submit hard copy reports to:
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 95814 Questions: PASE/CADR pase@cde.ca.gov 916-324-4541 Last Reviewed: Tuesday, June 14, 2016