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Formulas to Facts: Maximizing State Aid in Challenging Times

Presented at:New York State Association of School Business Officials

2010 Annual Conference

Presented by:State Aid and Financial Planning Service

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Agenda

•Types of State Aid

•Reporting of Students

•Form you need to know about•DOSES•Supplemental Schedules 31-34•Supplemental Schedules 10-16

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Foundation Aid - $14.892b

Total State Spending for Education in 2009-2010 $21.613b

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Foundation Aid

LOCAL COST OF EDUCATION/PUPIL

EXPECTED LOCALCONTRIBUTION/PUPIL FOUNDATION AID

Average Cost of

Successful Schools

Regional Cost Index

Pupil Need Index

Census based poverty @.65FRPL @ .65

LEP @ .5

Sparsity

Adjusted Statewide

Average School Tax Rate

Income Wealth

Adjustment

=_

x

x

x

x

xSELECTED

TAFPU

Full Value/Pupil

Average Daily Membership

+Special Education Pupils

Wtd @ 1.41

+Declassification Pupils

Wtd @ .50

Summer School Pupils Wtd @ .12

+

= =

+Dual Enrolled Pupils

=

OR

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LOCAL COST OF

EDUCATION/PUPIL

ADJUSTED STATE SHARING RATIO FOUNDATION AID

Average Cost ofSuccessful Schools

Regional Cost Index

Pupil Need IndexCensus based poverty @.65FRPL @ .65LEP @ .5Sparsity

The greater of:1.37-(1.23 * CWR)1.0-(0.64 * CWR)0.80-(0.39 * CWR)

0.51-(0.173 * CWR)

=X

x

x

XSELECTED

TAFPU

Average Daily Membership

+Special Education Pupils

Wtd @ 1.41

+Declassification Pupils

Wtd @ .50

Summer School Pupils Wtd @ .12

+

= =

+Dual Enrolled Pupils

=

OR$500 x Selected TAFPU

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Reporting Public Placements for Foundation Aid

Form A #19 - #54 Levels of ServiceTime Requirements

60% or more of school day in a special class or home/hospital instruction

Elementary – 3 hrs. per daySecondary – 3.5 hrs. per day

60% or more of school day in Integrated SettingMust be receiving services in regular education classroom w/ regular education students for the same time requirements as above (see SED definition)

20% - 59% of the school week in a resource roomElementary – not less than 5 hours/week (300 minutes/week)Secondary or grades 4-12 enrolled in a period based program – 5 periods but not less than 180 minutes

Direct or Indirect Consultant Teacher ServicesElementary & Secondary – at least 2 hours/week of direct or indirect servicesServices must be provided by a certified special education teacher

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Special Education Aid PublicPlacements

Public High Cost Special Education Aid

$443m

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High Cost AidDefinition: Aid for resident students with disabilities served in a public school or BOCES program, for whom the annualized cost exceeds 3 times the district’s AOE/TAPU ( PUB output report)Formula:Annual program cost – (3 x AOE/TAPU) x

FTE x Aid RatioClaim Process: STAC system

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Special Education Aid Private Placement

Private Special Education Aid

$314m

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Private Excess Cost Aid

Definition: Private Excess Cost Aid is payable for students with disabilities placed in approved in-state and out-of-state private schoolsFormula: (Approved tuition – basic contribution) x FTE x Aid Ratio

Claim Process: STAC system

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Special Education Aid Section 4408-Pupils with

Disabilities in Summer Programs

Summer School Aid

$328.97m

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Section 4408-Pupils with Disabilities in Summer Programs

Definition: School-age students with disabilities educated during July and AugustFormula:

Reimbursed at 80% of the approved cost of education, transportation and maintenance Exception: Chapters 47, 66 and 721 reimbursed at 100% of the approved cost.

Claim Process: STAC system

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Forms You need to know about

• DOSES•Private Placement Assurance

• Supplemental Schedules 31-34•CPSE Administrative Cost

• Supplemental Schedules 10-16•Rate Setting Information

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Thank you

Questar IIIState Aid and Financial Planning Service

10 Empire State BoulevardCastleton, New York 12033

T:(518) 477-2635 T:(315) 793-8608

F:(518) 477-4284 F:(315) 793-8691