ODE - School Finance Newsletters and Memos

Treasurers Newsletters

Current and past issues of the School Finance Newsletter, also known as the Treasurers Newsletter, are available below. The newsletter is sent electronically via-e-mail to Ohio school treasurers and other interested administrators each month. To subscribe to the newsletter, please contact Denise Willis-Thompson at denise.willis-thompson@education.ohio.gov.

Treasurers Newsletters

April-May 2013 - Webinars on USAS coding changes are May 6-15, School district projections based on House budget are available, Make note of two transportation payments, Please note ODE staff changes in Finance Program Services, Make updates to five-year forecasts by May 31, Cupp Report and other resources are now available, Facts about changes in education, Local Report Card are available, ilearnOhio is accepting applications for advanced placement tuition waivers, RttT is lowering FY2013 budget allocations, New budget allocations announced, Year 4 budget Excel templates uploaded for participating LEAs, FY2013 budget amendment deadline announced (PDF) (MS-Word)
February-March 2013 - Dr. Richard A. Ross selected as superintendent; Michael Sawyers departing March 22, Cupp Report and other resources are now available, More information about Governor’s school funding plan available, Districts may submit applications for federal Indirect Cost Recovery Plan, ARRA 1512 quarterly reporting period closes Friday, March 22, FY2013 EMIS October reporting period extended to Friday, March 22, Make updates to five-year forecasts between April 1 and May 31 deadline, Facts about changes in education, Local Report Card are available, ilearnOhio is accepting applications for advanced placement tuition waiver, Before- and after-school programs can apply for five-year grants, RttT is lowering FY2013 budget allocations, RttT FY2013 budget amendment deadline announced, New RttT budget allocations to be announced in May 2013, Year 4 RttT budget templates uploaded for participating LEAs (PDF) (MS-WORD)
January 2013 - Welcome to our new format, Casino distributions posted; further details announced, Early entrance to kindergarten requirements at community schools reviewed, Scholarship application periods are opening, EdChoice designated public school list posted, EdChoice program annual second application period announced, Comments on transportation rule amendments sought, T-1 amendments are due Jan. 31, Here’s how to lower the FY 2013 budget allocation for the Race to the Top (RttT) grant, IIS funding no longer needed from RttT LEAs, Please update Excel budget templates, FY 2013 budget allocations need to be approved, Deadlines for certain reports are approaching, Please remember to submit calamity day waivers as needed -- PDF MS-WORD
December 2012 - State Board approves Expenditure Standards, General Assembly approves House Bill 555, which now awaits Governor's signature, Bridge funding to use October enrollment, Comments on transportation rule amendments sought, New deadlines for certain reports are set, ARRA 1512 quarterly reporting period will conclude Friday, Deadline for changes in district agreements with ESCs is Jan. 1, ESC simulation tool has been updated, Please remember to submit calamity day waivers as needed, RttT districts: take note of important funding codes, RttT FY 2013 budget allocations need to be approved, ODE school finance position is open for applications through Dec. 28 (MS-WORD) (PDF)
November 2012 - Per pupil reduction has been updated, Scholarship deductions in foundation payments summarized, Auxiliary Services deadline has passed, Learn about shared services best practices at Nov. 27 event, 9/30 Report is due Nov. 30, New dates for certain reports to be set, State Board to consider Expenditure Standards, ARRA 1512 quarterly reporting period will be Dec. 3-21, Did you submit data for T1 report? (PDF) (MS-WORD)
October 2012 - Submit year-end financial data soon, Changes to determining economically disadvantaged students described, Five-Year Forecasts are due Oct. 31, October Count Week data to be used for funding, Scholarship deductions in foundation payments summarized, Application period open for Jon Peterson Special Needs Scholarship, State Board approves 2014-2015 budget recommendations, Funds available to develop educator effectiveness programs, Data for T-1 due Nov. 1, Learn about shared services best practices, Please remember Nov. 15 Auxiliary Services deadline (PDF) (MS-WORD)
September 2012 - Update provided on Ohio School Facilities Commission, Simulation tools now on the Web, ARRA 1512 quarterly reporting closes Sept. 14, FY 2013 tuition rates and setasides posted online, Regional treasurers’ clinics continue, Please remember important Sept. 30 EMIS deadline, Auxiliary Services statements are available, Update OEDS information now to stay informed, Summary of Senate Bill 316 responsibilities posted, October Count Week is approaching, Data for T1 report to be collected Oct. 1-5, Connectivity subsidy application due Oct. 31, Farewell to Pete Japikse (PDF) (MS-WORD)
August 2012 - Shared Service Survey shows school leadership, opportunities, ARRA 1512 quarterly reporting begins Sept. 4, Information posted to assist with District of Residence changes, Jon Peterson Special Needs Scholarship Program awards made, Save the dates for regional treasurers’ clinics (PDF) (MS-WORD)
July 2012 - Selected highlights of finalized MBR legislation summarized, Beyond Boundaries Web page offers action plan for shared services, Highlights of ESEA Flexibility Waiver outlined, FY 2013 application for supplemental K12 connectivity subsidy is available, Jon Peterson Special Needs Scholarship Program award process begins, Pupil transportation report is due soon, New fiscal year calendar posted; remember calamity day plans due July 31. (PDF) (MS_WORD)
June 2012 - Year-end closing procedures announced; final cash requests due today (June 6), USDOE seeking public comment on RttT grants, Schools to receive FY2011 supplemental state aid payments, ESC service agreements are due June 11, ARRA 1512 reporting data collection due by June 15, MBR legislation update provided, House Bill 386 passes – casino tax revenues for education to begin in 2013, Career-technical FY 2012 state funding information available, Take steps now to ensure open enrollment data is correct , Procedures for community school enrollment data entry outlined, Details of May transportation subsidies provided, Several pupil transportation reports are due soon, Please remember important deadlines for June and July. (PDF) (MS-WORD)
May 2012 - MBR legislative deliberations continue, House Bill 386 addresses casino tax revenues for education, FY2012 EMIS processing schedule updated, Please make note of IDEA financial review updates, Tangible personal property reimbursement scheduled, ARRA 1512 reporting data collection to begin June 1, State fiscal year-end closing procedures announced, Gifted funding FAQ and list of allowable expenditures available, Transition of SOES data collection to EMIS postponed, FY2011 transportation cost reports are posted, Prepare now for T2 reports, Plans for makeup of excess calamity days via online lessons due July 31, Please note upcoming fiscal calendar dates (PDF) (MS_WORD)
April 2012 - MBR components move forward in legislative process, Corrections for adjusted special education transportation funding posted, Board-approved five-year forecasts due May 31, Auditor of State announces reporting requirements for all public employers, Please remember upcoming deadlines for district-ESC primary service agreements, ODE video recordings and webinars now accessible via YouTube, Race to the Top (RttT) budget news summarized (PDF) (MS-WORD)
March 2012 - Changes for Expenditure Standards announced in Mid-Biennium Review, MBR items in proposed legislation would further affect school finance, Cupp Report and FY2013 funding simulation posted online, Here’s what’s new with EMIS updates affecting foundation payments, Career-Technical Education unspent funding to be reallocated, Five-year forecasts will be due soon, Building and grade-level reconfigurations will affect transportation (PDF) (MS-WORD)
February 2012 - Innovation grants and loans available, Data updates to affect FY2012 payments, October reporting to be extended, Please note adjustments in future foundation payments, New funding simulation coming up for FY2013, District Profile Report is under way, Please remember upcoming deadlines related to district-ESC primary service agreements, Jon Peterson Scholarship providers sought, Scholarship application periods are opening, Indirect Cost Recovery Rate Plan information coming soon, Transportation efficiency target report issued for FY2012, Does your district have unclaimed funds?, Please note upcoming fiscal calendar date (PDF) (MS-WORD)
January 2012 - PASS FY2011 foundation calculation adjustment was made for all districts, FY2012 October ADM count and adjustments may not be reflected in January #2 payment, Additional tangible personal property reimbursements are expected, Expenditure Standards given to State Board, Fiscal Benchmark Report now online, T-1 amendments are due Jan. 31, Please review career-tech weighted funding report, Waiver approved for extending FY2009 obligation period for some regular and ARRA Funds, Scott Bennington joins ODE staff, Please note upcoming fiscal calendar date (PDF) (MS-WORD)
December 2011 - New legislation changes deadline and procedures for district agreements with ESCs, Two school networks receive funding for shared services projects, Allocation calculations for USDOE supplemental Ed Jobs award are complete, Stimulus funding reporting information summarized, Proof of residency guidance provided for community school enrollment, Remember that calamity day provisions are in effect, Please note upcoming fiscal calendar date (PDF) (MS-WORD)
November 2011 - Meetings regarding expenditure rankings provided good feedback, Deductions for EdChoice scholarships in November #1 payment, Allocation calculations for USDOE supplemental Ed Jobs award to be finished soon, House Bill 153 made changes to district-ESC service agreement requirements, Please note upcoming fiscal calendar dates (PDF) (MS-WORD)
October 2011 - School finance offices for three regions relocated, Please complete upcoming shared services survey, Thanks due for October Count Week efforts, Data for T1 report to be collected Oct. 3-7, October meetings will gather input on district rankings by expenditure, Be aware of ESC pilot project, Please note deductions for EdChoice scholarships, New five-year forecast processing procedures for FY2012 are described. (PDF) (MS-WORD)
September 2011 - Budget bill requires ranking by expenditure per student, Regional Treasurers’ Clinics scheduled for September, August reports are available for nonpublic auxiliary services payments, Annual tuition letters are posted online, Are you maximizing cost-savings through the Ohio Commodity Distribution Program?, October Count Week is approaching , Data for T1 report to be collected Oct. 3-7, Connectivity subsidy information is posted, Discounted Internet service available for low-income families, Rule compliance for SFSF FY2012 cash management addressed, Remember to expend one-time ARRA grant funds, ARRA 1512 quarterly reporting incorporates new OEDS role, August reports are available for nonpublic auxiliary services payments, Where are the finance people?, Please remember important upcoming deadlines (PDF) (MS-WORD)
August 2011 - Letter from Eric Bode, Plans due for makeup of excess calamity days via online lessons, District simulations and related budget information posted, Legislative changes affecting community schools are briefly summarized, Update provided on EMIS data submissions of financial data, Remember to prepare for ARRA 1512 quarterly reporting, Note important news about State Fiscal Stabilization Fund (SFSF) close-out, Changes coming to special education excess cost reporting, Regional Treasurers’ Clinics scheduled for September, Power User Reports provide much useful data, Interim office director appointed (PDF) (MS-Word)
June 2011 - State budget bill proceeds to conference committee, Apply by July 1 for Safe and Drug Free Schools sustainability grant , Pupil transportation year-end reports are due soon, Initial 10 percent cash request turned off beginning in FY 2012, FY 2011 District Supplemental Subsidy for K12 Connectivity is $962,500, FY 2011 K12 Connectivity – District Supplemental Subsidy, Data Gallery is a helpful resource for treasurers, Take steps now to ensure open enrollment data correctly entered, EMIS data submissions of financial data required, Please remember important deadlines for June and July (PDF) (MS-Word)
May 2011 - ODE provides testimony as budget bill deliberations continue, Please submit five-year budget forecasts using specified procedures, ARRA 1512 reporting data collection begins, Fiscal activities required as Title IV – Part A funds conclude, Questions regarding SFSF and FY 2012-2013 funding addressed, Please complete EdJobs program applications, RAP-back invoices to be sent June 1, Two districts enjoy shared-services success story, Take steps now to ensure open enrollment data is correctly entered, EMIS data submissions of financial data required, Reimbursement available for safety and violence prevention training, Jeff Jordan is leaving ODE, Please remember important deadlines (PDF) (MS-Word)
April 2011 - Details about proposed district funding estimates are available, Documentation due May 20 for ESC FY2012 contracts, Information about new calamity day legislation posted, SFSF final payments and cash management rules noted, Take steps now to ensure open enrollment data is correctly entered, FY 2010 cost analysis reports are available, Prepare now for T2 reports, New rules adopted for PSEO program, SFPS transportation training classes available PDF MS-WORD
March 2011 - Passage of House Bill 30 make changes in school funding requirements, Obligation period for ARRA funds extended to Sept. 30, Documentation due May 20 for ESC FY2012 contracts, Career-technical FY2011 state funding information available, New fiscal monitoring group created, BCI&I sends special message regarding RAP-back billings, Bode appointed executive director PDF MS-WORD
February 2011 - New EMIS will launch with October 2011 reporting period, Parallel EMIS reporting will be requested this spring, ARRA 1512 reporting data collection begins tomorrow, Final Ed Jobs allocations expected soon, Open enrollment adjustments will be made, State of Ohio to make FY2010 supplemental state aid payments, Changes to statement of settlement are proposed, District Profile Report is updated, Barb Mattei-Smith transfers to the governor’s office PDF MS-WORD

January 2011 - Kimberly Murnieks leaves ODE, Start of most EBM spending requirements postponed, Ohio Standards for School Treasurers and Business Managers released, Ed Jobs allocations expected soon, FTE versus headcount: an important distinction for grant programs PDF MS-WORD
December 2010 - Reminder: ARRA 1512 reporting data collection due Dec. 17, Completed 2010 School District Fiscal Benchmark Report posted, List of schools eligible for school improvement grants posted, Calamity day questions clarified, Ohio School Funding Advisory Council releases 2010 report, New kindergarten waiver application available online, Please note new office mail stop numbers PDF MS-WORD
November 2010 - ARRA 1512 reporting data collection begins, State Board budget request and budget projections posted online, Education Jobs Fund applications and allocations are under review, Updated USAS Manual is available online PDF MS-WORD
October 2010 - Race to the Top schedule and questions addressed, Reminder: connectivity subsidy applications due Oct. 30, Manufactured homes rollback and homestead payments, FY2010 updates in November #2 payment, Confirmation of ARRA 1512 reporting may be needed, Reporting requirements of evidence-based model, Questions regarding Ed Jobs funding addressed, Progress on state fiscal software revisions underway, USDA funding available in eligible rural districts PDF MS-WORD
September 2010 - Ed Jobs appropriations approved; guidance document updated, USDOE awards Ohio $52.7 million in TIF funds, Reporting Period H – EMIS financials – extended one week, Don’t forget October Count Week is Oct. 4-8, Data for T1 report to be collected Oct. 4-8, Certification required for improvements with ARRA Funds (SFSF and IDEA), Reporting and cash management procedures required for ARRA, Improvements underway for new open enrollment system, School Funding Advisory Council seeks comments on subcommittee reports,
Change made to October payment schedule PDF MS-WORD
August 2010 - Ed Jobs Estimated District Allocations Posted, Fifth Quarterly ARRA Report to Begin, Reminder: LEAs Need to Validate CCR Registration for ARRA Reporting, Connectivity Subsidy Applications Due Oct. 29, Reminder – Calamity Days Changed for the 2010-2011 School Year, Auxiliary Services August Payments Reports Posted, Japikse to Serve on National Steering Committee PDF MS-WORD
July 2010 - EMIS Year-end Processing Period to be Extended by One Week to July 23, EMIS Year-end Attendance Data and the Expenditure Per Pupil, Register for Regional Meetings About ARRA Reporting Requirements, Transportation T2 Report Due, ESC Report Changes and Contract Submissions, Master FY 2011 Calendar Posted Online, USAS Coding Combinations to Identify Spending by Component PDF MS-WORD
June 2010 - Open Enrollment EMIS Reports Available for Year-end Data Submissions, DRAFT School District Fiscal Benchmark Report Posted for Review, Year-end SFSF Balances, Pupil Transportation Year-End Reports Are Due, Reminder: Gifted Spending for FY2010 and FY2011 Must Comply with House Bill 1 PDF MS-WORD
May 2010 - Estimates for FY2012-2013 Remain General at This Time, Please Submit Five-Year Budget Forecasts Using Specified Procedures, New School/District Operational Waiver Applications Were Approved, Open Enrollment Data Submission Process is Changing, Pete Japikse Presented with OASBO’s President’s Award, SFSF Percentage Update, 2010 State Fiscal Year-End Cutoffs, Career-Technical Funding Base Changes Are Clarified,Office of Fiscal Services Calendar of Important Deadlines PDF MS-WORD
March/April 2010 - How does ODE work with districts facing difficult financial pictures?, Credit Flexibility Guidance Available, May #2 Payments to be sent May 19-21, Year-End SFSF Adjustment, EMAD System Changes, Pupil Transportation funding calculations now posted, Prepare now for the T-2 Report, Five regional transportation seminars planned for June, Calendar of Important Deadlines. PDF MS-Word
February 2010 - ODE Continues to Receive Calamity Day Inquiries, EMIS October Count for Funded ADM, ADM Counts for Adjustments and Deductions, Third Quarter ARRA Reporting Begins, Open Enrollment, ARRA Frequently Asked Questions, School Bus Purchase Funds, ARRA Title II-D 21st Century Competitive Grant Round 2, Eligible schools may compete for School Improvement Grant (SIG), Five meetings scheduled to complete the Competitive Application Process for SIG. PDF MS-Word
January 2010 - Farewell to Jim Payton, ARRA Second Quarter Reporting Correction Guidance, Calamity Day Reminder, Administrative Rule Changes, Catastrophic Special Education Reimbursement, Pupil Transportation Reports and Updates (T1 amendments, T1-S payment, Efficiency Study, Driver Background Checks and SFPS Reporting, F2010 Efficiency Study, Special Education Transportation Funding). PDF MS-Word
December 2009 - Francis Pompey joins ODE; Use new licensure application forms starting Jan. 1; Second quarter ARRA reporting ends Dec. 18; EMIS Redesign and State Funding; Calculating the monthly payment; Insufficient Funds; FY 2009 Final; ARRA Frequently Asked Questions; New PASS Funding Form Details Gifted Education Funding Factors. PDF - MS-Word
November 2009 - New PASS Funding Form Details Gifted Education Funding Factors; Changes in USAS Codes Have Raised Questions; Priority Notice Issued for Districts Using Financial Flexibility Provided in IDEA; Special Education Catastrophic Cost Forms and Information Posted; Public Utility Deregulation Reimbursement Eligibility List is Now Live; USDOE Unveils Final Regulations and Applications for SFSF Phase II and RTTT; Verify Compliance for Contracted Pupil Transportation Services; Reminder: ODE 2nd Quarter Stimulus Reporting Begins Dec. 1; Other Significant Due Dates Coming Up. PDF - MS-Word
October 2009 - PAthway to Student Success (PASS) Form; Education Stabilization Funds; PASS Detail Worksheet; Statement of Settlement Changes; October #2 Payments Higher Under New Settlement Methodology; A Seasonal Tribute. PDF - MS-Word
September 2009 - Budget Update; Five Year Forecast due Oct 31; Final Expenditure Reports (FER) due Sept. 30; Education Stabilization Funds Updated; Note adjustment to the October #2 Payment Schedule; PASS form in use for October #2; October Count illness/calamities clarified; Updated Methodology for calculating monthly payments on the Statement of Settlement; Time and Effort Reporting for SFSF; ARRA funds and Maintenance of Effort; Interest should not be earned on SFSF funds; Update on TPP reimbursement under Am. Sub. HB 1; Transportation funding simulation tool available. PDF - MS-Word
August 2009 - Special ARRA Edition - State Fiscal Stabilization Funds – Allowable Uses; Caution on Using SFSF for District-Level IDEA Maintenance of Effort (MOE); USDOE unveils new guidance on key ARRA funds; Title I and IDEA: Maintenance of Effort (MOE) and Supplement, Not Supplant (SNS); Title I ARRA Waiver Guidance; ODE Waivers Requests for Title I; Deadline for Clean Diesel School Bus Fund approaching; Reminder: cash management requirements must be met; OEDS ready to accept entry of DUNS numbers. PDF - MS-Word
July/Aug. 2009 - Poverty Based Assistance in FY 2010; TPP Reimbursement Calculation Temporarily Altered; Tuition Rates and Set Aside Calculations; State Fiscal Stabilization Funds – Allowable Uses; Remember to obtain your DUNS Numbers for ARRA funding; Five Year Forecast update; EdChoice Deductions; HB1 instructional fee prohibition clarified. PDF - MS-Word
June 2009 - Final Allocations for PBA loaded, July payments explained, Statement of Settlement Changes coming, New USAS Fund 532 School District Fiscal Stabilization Fund established, Special Cost Center needed for ARRA Funds, It’s vital to make sure OEDS is up to date, July HB1 Training Sessions scheduled, New Stimulus Web resources available, Important Dates and Deadlines. PDF - MS-Word
April/May 2009 - 2009 State Fiscal Year End Cutoffs approaching, Reminder to Submit ESC Contracts, Five-year forecast updates due May 31, Ohio Medicaid School Program implementation progresses. PDF - MS-Word
April/May 2009 - Special ARRA Edition. PDF - MS-Word
February/March 2009 - Biennial Budget Bill Update, Five-Year Forecast updates due, Preparing the May Forecast, Federal Stimulus details forthcoming, Cupp Report available, Calamity days law explained, Innovative Education Pilot Program Waivers applications now available, New Employee. PDF - MS-Word
January 2009 - PBA budgets due January 31; Reminder about Calamity Day waivers; Fiscal Review underway; Feb. Count Week to use check system for IEP data reported for special education weighted funding; Governor’s Budget to be delivered Feb. 2; Medicaid in Schools Program Update; Office of Grants Management to begin required Subrecipient Monitoring; Transportation subsidy updates; October Reporting Period Extended One Week – New Aggregated Version; Important Dates. PDF - MS-Word
December 2008 - Poverty Based Assistance allocations available in CCIP; Emergency rules in place for Medicaid School Program; Five-year forecast review complete; File amendments to FY 2009 T1 report by Jan. 31; STRS and SERS ‘pick-up’ documentation important; SF-6 submission due Dec. 31; Potential budget shortfall discussed; STEM schools opening in the 2009-10 school year; Note important Jan. 30 deadlines. PDF - MS-WORD
November 2008 - Five Year Forecasts Reviews; Eighteen more districts become ineligible for Fixed Rate Public Utility Deregulation Loss Reimbursements; Medicaid provider application for the Medicaid School Program (MSP) available; T1 report amendment deadline is Jan. 31; September 30 Report available; Upcoming Dates. PDF - MS-WORD
October 2008 - Governor announces budget cuts; Five-year Forecast deadline is Oct. 31; Income Tax forecasting issues discussed; State Treasurer letter addresses investment earnings; Market difficulties raise new issues for bonding options; Plan for loss of TPP payments; impact review assistance available; Underspent Career-Technical funding eyed; fund reporting to change; EdChoice deductions began with August #2 payment; Final Expenditure Report past due. PDF - MS-WORD
August/September 2008 - Don’t forget October Count Week is Oct. 6-10; Feedback sought on Medicaid Administrative Cost Rule; Changes in PBA Reporting detailed; Reminders (Catastrophic Special Education Forms, CCIP Grant FERs); Federal Subsidy Report complete; SF-3 Simulation Tools for Districts and JVSDs; 027 Adjustment To Be Recalculated. PDF - MS-WORD
July 2008 - New Fiscal Year brings change; Important Deadlines; SF-3s recalculated; New data integrity checks shedding light on funding data; Tuition changes can be made through the SF-DRC process. PDF - MS-WORD
June 2008 - Considerations for 2008-09 Calendar; A Note About Posting TPP Reimbursements; Withholding of Funds due to EMIS Non-Compliance; ESC Worksheet to be Modified; Tangible Personal Property Tax Reimbursement to be Recalculated; Special Education Part B and ECSE – IDEA Funds; Simulation Tool Now on the Web; Important Transportation Reporting Dates and Deadlines. PDF - MS-WORD
May 2008 - 2008 state fiscal year-end cutoffs approaching; SF-3 Simulation Tool being updated; PBA in the CCIP; Update on Area Office reorganizations; Quick Notes (TPP payment, ESC service contracts, special education transportation) PDF - MS-WORD
April 2008 - Five-Year Forecast Updates are due; State of Ohio’s new EFT Remittance Lookup application activated; New data maps available online; Delayed Recognition of Flags for May and June Community School Payments; Indirect Cost Recovery plan updated; Calamity Day makeup issue clarified; State conducts annual count of immigrant children; Area Offices realigned to conform to state support regions; PBA funds in the CCIP. PDF - MS-WORD
March 2008 - Area Offices realigned to conform to law; New law enables additional Calamity Day flexibility; First Draft of the FY09 EMIS Manual posted; EMIS February Count Week Data in March #2 Payment; Commonly used business unit codes clarified; Recent Web updates; Bus Purchase funding update . PDF - MS-WORD
February 2008 - Count Week upon us; waiver process updated, March/August 2008 public utility fixed rate loss reimbursement payment information posted, Firm Deadline: June 30 for innovative program waiver applications, Deadlines set for BCI and FBI background checks, External competitive federal grant opportunities now posted to ODE Web site, CCIP .NET launched, New Child Nutrition Procurement Guidelines on the way; EMAD reporting open - is vital to calculating the poverty index for districts. PDF - MS-WORD
January 2008 - Know thy Vendor ID (for payment lookup); PBA update: When can funds be used for capital assets?; Foundation Update; Contingency Days: An Important Part of Managing the District Calendar; Compensation Reporting Reminder; SAFE Web Portal Accounts: The Cliff Notes. PDF - MS-WORD
December 2007 - New Calamity Day Waiver request process for 2007-2008, ODE assessing fiscal impact of proposed rules, September 30 Report available, Innovative Educational Programs – Professional Development Waivers, EMIS Reporting for Special Education Weighted Funding, Clarification on background checks for school transportation drivers. PDF - MS-WORD
November 2007 - PBA Final Expenditure Reports Submissions and Resubmissions, Note Academic Intervention Funds Restrictions, SF-14, SF-14H Reports available sooner through ITCs, FY 2007 Final Payments, Senate Addresses All-Day Kindergarten Fees, New Data Integrity Administrative Rules, New STARS Version Coming; Please Register ASAP, Provide Web Site Feedback. PDF - MS-WORD
October 2007 - Remember! Five-Year Forecasts are Due October 31; Time to Update Your TPP Tax Calculation Worksheets; EdChoice Deductions to Began with August #2 Payment; PBA Calculation Corrected; Vendor Look-Up URL Changed; Parity Aid Worksheet Review Very Important: Actual Count Use Can Change Eligibility; Be Sure to Review Final Payment Report; Attorney General issues opinions on tuition issues; Property Tax Administrative Fee Spreadsheets Available Online; ODE seeks public comment on proposed rules for data integrity; EMIS data submission requirements change for October reporting period; CORE Grant Reminder; The Ten Steps to Successfully Submit Your T-1. PDF - MS-WORD
September 2007 - New Name – Same Commitment to Service, Questions Raised on Recent Tangible Personal Property Tax Reimbursement Payments, Early Calamity Days raise transportation issues, FER deadline approaching, Foundation Payment Schedule. PDF - MS-WORD
August 2007 - Changes in the calculation of PBA and Parity Aid detailed; Qualified Zone Academy Bonds (QZAB) applications being accepted; TPP payment scheduled for August #2; Find Biennial Budget info on the ODE Web; Check and Double-Check: Accuracy of your submitted data is vital. PDF - MS-WORD
July 2007 - Be Familiar with Changes to SF-3, Treasurer/Business Manager Survey Complete, Can’t Say it Enough: Make Sure OEDS is Always up to date!, February Count Returns, Major State Payment/Accounting Changes to Begin July 1. PDF - MS-Word
June 2007 - Ohio Medicaid Schools Program nearing implementation; Some Districts receive overpayment for PBA; Last Call for Treasurers Survey; Poverty based assistance final expenditure reports required; sample on Web; Clarifying Open Enrollment Reporting & SF-OE; EMAD data accuracy = dollars in your pocket; Special Education Catastrophic Cost News; Transportation Reimbursement Reports posted; A Comprehensive System of Learning Supports; Transportation grants available from EPA. PDF - MS-Word
May 2007 - State Accounting Changes: Watch Your Bank Accounts Carefully; Treasurers Survey: Time to Speak Up; Summer Months Critical: Year-end EMIS reports and FY08 funding; Reminder of Adjusted Fiscal Year Cutoffs; Direct Payment to Reimburse Districts for Tangible Personal Property Valuation Phase-Out to be Made in May; OWF counts; Five-Year Forecast Updates Due May 31; Auditor’s Bulletin Details Program Pools; Half-Mill Equalization Payment Districts Certified; H.B. 251 Not Applicable to School Districts
PDF - MS-Word
April 2007 - Policy for students enrolled in two districts during Count Week clarified, Pupil Transportation Office calculates efficiency targets, April #1 payment update, Parity Aid Report now online, Proposed Executive Budget for Fiscal Years 2008 and 2009 available, Reporting requirements for revenue received from PILOT and TIF agreements (with summary of reporting requirements), Ohio Core Grants available for distribution.
PDF MS-WORD
March 2007 - What a Count Week!; Funding issues among Achieve Report topics; Be sure to watch EMIS Newsflash; BOE budget recommendations posted; School bus driver background checks detailed; 2008 Indirect Cost Recovery Plans offered; 2005 QZAB allocation available.
PDF MS-WORD
February 2007 - Count Week Calamity Days, May Election Deadlines, Keeping ODES Current, Utility Deregulation Fixed-Rate Tax Loss Reimbursement Calculated, JVSD SF-3 Worksheets now available, 07-08 Indirect Cost Recovery Rate Packages.
PDF MS-WORD
January 2007 - Assistance with Counting Students – ADM Reviews; EMIS reporting update; Procedure and instructions for reporting special education students; Legislative year-end enactments; SF-14H Deadline Reminder.
PDF MS-WORD
December 2006 - Lessons Learned Continued – Poverty-Based Assistance, November #2 Payment Post-Secondary deductions, SF-3 Data Elements Summary Available, FY07 Processing Schedule Update, New report for the EMIS October (K) Reporting Period, December #1 Payment Updates, SF-3 Worksheets to be Added (Updated 12/6), BOE’s Final 2008-09 Budget Posted.
PDF     MS-WORD
November 2006 - Lessons learned – poverty based assistance, Don’t Wait to Submit February Count Week Waiver Request, Why are County Auditor Valuations and SF-3 Valuations Different?, September 30 Report Now Available in the CCIP, Special Education Weighted Funding, Note Change in PDF Forecast Assumptions Submission Wording, Talk School Finance at the OSBA Conference, School Finance Data Map Room, First release of value-added data to districts. PDF MS-WORD
October 2006 - Accounting for and Expenditure of Poverty-Based Assistance, Ohio, Nation to Observe School Bus Safety Week October 15-21, District Square Mileage Calculation Process Updated, All ODE Newsletters Available on Publications Web Page. PDF MS-Word
September 2006 - PBA Final Expenditure Reports to be Filed Electronically, Building Blocks Spreadsheets on the Web, Cautions for Current-Year Budgeting, New Procedures for Accessing FY07 Gifted Supplemental Identification Funds, New Subsidy Payment Process for FY 2007, Proper Use of Function Code 1910 Vital for Period H Reporting, ADM Projections Required in Five-Year Forecasts, Web Issues. PDF MS-Word
August 2006 - Bond Issuance Statutes and Policies Amended, Data Reviews Designed to Ensure Correct Procedures, Calculation for Eligibility of Continued Utility Dereg Reimbursement Direct Payments Reconsidered, EMIS Reporting Period H Ends September 29, EdChoice Deductions to Begin with August #1 Payment, 2006 Federal Subsidy Report Delayed, Consultant Selected for Study of Public School Employee Health Insurance, October/February Count Week Waivers Form and Instructions Available, Watch Other Publications for Important Information. PDF MS-Word
July 2006 - Proper Coding Vital for Special Ed Funding, Check Your Pupil Transportation Cost Analysis Reports, Quick Notes (FY05 Final Version #2 Error, Gap Aid Phase-out Payments, New Lines on the SF-3, Medicaid Opportunity, Reminder on Teacher Salary Schedules), Request for EMIS Reporting of Academic Intervention Services. PDF MS-Word

Treasurers Newsletter

May 30, 2006 March 29, 2006 January 24, 2006

April 26, 2006 February 28, 2006

December 20, 2005 August 24, 2005 April 22, 2005

November 22, 2005 July 26, 2005 March 23, 2005

October 31, 2005 June 29, 2005 February 23, 2005

September 23, 2005 May 18, 2005 January 18, 2005

Last Modified May 01, 2013 04:23 PM

Ohio Department of Education Finance