DPI Finance Listserv Bulletin #760 (March 14, 2019)
SCHOOL FINANCIAL SERVICES TEAM – DEPARTMENT OF PUBLIC INSTRUCTION – SCHOOL FINANCE BULLETIN #760, March 14, 2019
NEW IN 2018-19 -- MENTAL HEALTH AIDS CLAIM FORM DUE MARCH 29: 2017 Wisconsin Act 59 created Wis. Stat. § 115.364 to provide aid for school mental health programs. Online claim forms must be submitted by all eligible entities to the Department by March 29, 2019, to receive reimbursement for eligible expenditures made in the 2017-18 school year. The claim form asks for eligible entity directory information, dollar amounts of eligible expenditures in 2016-17 and 2017-18, a check box to indicate verification of licenses or certificates in social work for all social workers included in this program, and the district or school administrator electronic signature.
The claim form is found here: .
If you have questions, please contact Julie Incitti at julie.incitti@dpi. or 608-266-0963.
Eligible school districts, private schools, and independent charter schools may receive partial reimbursement for salary and fringe benefits paid to employ, hire, or retain social workers or the costs to contract for the services of a social worker when the eligible entity increased in its expenditures in the 2017-2018 school year over the 2016-2017 school year.
“Eligible Expenditures” means the salary and fringe benefits an entity pays to employ, hire, or retain a licensed or certified social worker or the costs to contract for the services of a licensed or certified social worker. “Social worker” means an individual licensed or certified as a school social worker by the Department of Public Instruction under s. PI 34.062 or an individual licensed or certified as a social worker by the Marriage and Family Therapy, Professional Counseling, and Social Work Examining Board under s. 457.08 (2) to (4), Stats.
Submitting this form to the Department of Public Instruction satisfies the reporting requirement per Wis. Admin. Code sec. PI 31.04 related to Aid for School Mental Health Programs.
If you have questions, please contact Julie Incitti at julie.incitti@dpi. or 608-266-0963.
2019-20 CALENDAR AND DUE DATES UPDATED: The School Financial Services (SFS) Team provides calendar resources for organizing your work. The “Fiscal Year at a Glance” table provides information on the opening and due dates for the SFS Team’s data collection reports or applications beginning in Summer 2019 and ending next Spring 2020.
The information is found on the SFS Team’s website:
1. SCHOOL FINANCIAL SERVICES ()
2. CALENDARS AND COMMUNICATIONS
3. CALENDAR AND DUE DATES ()
Or, directly at
Challenge Academy (CA) Reporting: The PI-1563CA, Challenge Academy Report, is to be completed by each district that had students attending in either the Fall 2018 or current Spring 2019 semesters. The report is currently open and the due date is March 15, 2019. The CA is a program for at-risk youth operated by the Department of Military Affairs at Fort McCoy. Districts with residents enrolled should have received a letter from Fort McCoy identifying the residents that have been enrolled.
Resident districts are able to count for membership and revenue limit purposes the students that attend this program, as the district is financially responsible for the cost of this program for these students. The final equalization aid payment in June, 2019, is adjusted for the per-pupil cost.
To access the PI-1563 YCA report, log into your district’s SAFR portal at and go to either the “Status and Due Dates” or the “Non-Financial Data Home.” For each semester and for each resident listed, please answer the questions for the student names presented. Sometimes, these students will be in your seats on the count dates AND also attend the Challenge Academy. To ensure the students are not double-counted, we ask for additional information regarding each student’s enrollment dates in your school.
If any of the students are incorrectly listed as your residents or if you have any questions, please Roger Kordus at Roger.Kordus@dpi. or 608 267-3752.
UPCOMING EVENTS:
[May 1, 2019: For Certain Districts the 2018-19 Student Membership Audits are due]
|UPCOMING WASBO [] and WASDA [] WORKSHOPS AND CONFERENCES: | |
| | |
WASBO Conferences and Training Opportunities
Accounting Conference
March 20-21, 2019
Kalahari Resort and Conference Center, Wisconsin Dells
[pic]
SCHOOL FINANCE CONTACTS:
[Jillian Raff, Auditor: 608-267-7882 Jillian.Raff@dpi.]
[Terry Casper, Accountant-Advanced: 608-267-9218 Terry.Casper@dpi.]
[Sumana Sengupta, Accountant-Senior: 608-267-9205 Sumana.Sengupta@dpi.]
[Bruce Anderson, Consultant: 608-267-9707 Bruce.Anderson@dpi.]
[Dan Bush, Consultant: 608-266-3862 Daniel.Bush@dpi..
[Derek Sliter, Consultant: 608-266-3464 Derek.Sliter@dpi.]
[Roger Kordus, Consultant: 608-267-3752 Roger.Kordus@dpi.]
[Roselynn Bittorf, Consultant: 608-267-9212 Roselynn.Bittorf@dpi.]
[Carey Bradley, Assistant Director: 608-267-9209 Carey.Bradley@dpi.]
[Bob Soldner, Director: 608-266-6968 Robert.Soldner@dpi.]
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PREVIOUS SCHOOL FINANCE BULLETIN #759, March 7, 2019
SPECIAL EDUCATION AID ELIGIBILITY INFORMATION: Amounts for the March 18, 2019 eligibility payment of Special Education and School-Age Parents categorical aid, the fifth payment of the year, have been determined. This year’s November through March interim payments will use a proration rate of 24.50 percent. A slightly lower rate is used for these payments to avoid overpayment; the final payment in June 2019 will reflect each LEA’s full aid eligibility at the year’s final proration rate.
Payment worksheets can be found on the SFS Team web site at:
1. School Financial Services ()
2. State and Federal Aid
3. Special Education Aids
4. Special Ed & School-Age Parents Aid
5. Payment Worksheets
Or, directly at
Once on the page, go to the section:
2018- 2019 Categorical Aid Computation and Eligibility
• Macro-enabled format (.xlsm) - LEAs update together on worksheet tabs (3/1/2019)
• Standard format (.xlsx) - LEA selected separately on each worksheet tab (3/1/2019)
• Raw data (.xlsx) - No Pivot Tables or other advanced functionality--must be filtered manually (3/1/2019)
Contact Roselynn Bittorf at roselynn.bittorf@dpi. or 608-267-9212 with questions.
SCHOOL FINANCIAL SERVICES TEAM DIRECTOR RECRUITMENT: The Director for the School Financial Services (SFS) Team is open for recruitment. This position will give you the opportunity to assist in closing student achievement gaps and focus on issues of equity. In addition, you will collaborate with dedicated, intelligent and caring professionals focused on the success of all students. Please consider joining the SFS Team.
The specific job posting is currently available at: .
You can also access all DPI job openings at and click on “Director of School Financial Services.” The deadline to apply is March 13, 2019.
Please contact Bob Soldner at 608-266-6968 or robert.soldner@dpi. if you would like to discuss the SFS Team.
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