2007-08 RevLim™ for Windows - School Services of California
Contents
1. A k A YF g BARA SA Open Import Export Save SaveAs Delete Print Preview Help Exit 4 For Schedule H a ue 2007 08 PERS rate is 9 306 i e 0 09306 Enter any change for this rate bt PERS Reduction Buyout Factor The factor now equal to the fraction of the PERS Reduction that is bought out is currently estimated to be 0 1450 fie 14 50 Report any change to this factor as a fraction i e 1400 for 14 5 For Schedule D a The caps for the core academic program and for the grade 2 6 capped program may be reset as follows but change this factor only upon notification by the California Department of Education 1 Core Academic program cap current value is 5 maximum is 10 2 Grade 2 6 program cap current value is 5 maximum is 7 b Deficit Factors Please enter any changes 1 For Core Academic programs 2 For the capped Grade 2 6 Remedial program 6 For Schedule P Deficit Factors Please enter any changes a For Mandated Grade 2 9 Program b For Mandated Grade 7 12 Program Page 2 0 093060 0 14500000 5 00000 5 00000 J 0 8800000000 0 7200000000 0 8600000000 1 0000000000 Oa2 742007 hool ervices of al ifornia 46 2007 08 RevLim for Net Global Variables COLA amp Other Factors ay File Edit A REAA A Total Reveme Limit PI Property Taxes amp Open ADA Report Schedule B Beg Teacher Salary Adj Schedule BTS2. hool ervices 24 of al ifornia oe 2007 08 RevLim for Net 2007 08 Total Revenue Limit Property Taxes and State Aid Form K 12 a Fie Total Reverme Limit Property Taxes amp State Aid Form K 12 ADA Report Schedule B Beg Teacher Salary Adj Schedule BTS Community Day School Adj Schedule Z Hourly Programs Capped Schedule D Hourly Programs Uncapped Schedule F Meals for Needy Adj Schedule G Necessary Small School Adj Schedule F Elem and H 5 PERS Reduction Schedule H Adult Education FRevem Limit Form 3 fctive Data Set Name September 2007 Edit Open 10 11 12 Windows Help A 8 amp 8 amp A Import Export Save SavedAs Delete Print Preview Help Exit Enter the amount if any of the penalty imposed in 2007 08 for failing to maintain the minimum Longer Day Longer Year standard E C 46200 b and 46202 Enter the amount as a positive number School District Revenue Limit Line D 2 Enter the amount if any of excess ROC P Reserves E C 52321 Enter the amount as a positive number School District Revenue Limit Line D 3 For school districts that have sworn peace officers that have a special employer rate for PERS enter the amount of the 2007 08 PERS adjustment for school safety personnel i e sworn peace officers from Schedule HS Line G Enter with minus sign if negative See a copy of Schedule HS in the RevL
3. Adult Education Revere Limit Form 3 Global Variables fctive Data Set Name September 2007 O82 7 2007 hool ervices 32 of al ifornia 2007 08 RevLim for Net 200 7 08 Beginning Teachers Salary Adjustment Schedule BIS x ag File Edit Windows Help IEX TtlRevemeiint M E AN g amp g SA Property Taxes amp Open Import Export Save Saves Delete Print Preview Help Exit State Aid Form K 12 ADA Report Schedule B Beg Teacher Salary 3 If your district participated in either program report the following ADA Adj Schedule BTS a 2006 07 ADA from CDE attendance software sum of Lines 4 1 Community Day School through 4 15 P 2 ADA plus the resident P 2 ADA for an all aip E Seach 27 charter district funded through the revenue limit 0 00 Hourly Programs i 3 Capped Schedule D b 2006 07 ROC P P 2 ADA CDE attendance software Line B 1 0 00 4a 2007 08 ADA from CDE attendance software sum of Lines 4 1 Hourly Programs through 4 15 P 2 ADA plus the resident P 2 ADA for an all Uncapped Schedule P charter district funded through the revenue limit 0 00 Meals for Needy Adj 4b 2007 08 ROC P P 2 ADA CDE attendance software Line B 1 0 Schedule G Necessary Small School Adj Schedule F Elem and HS PERS Reduction Schedule H Adult Education Revere Limit Form 3 fctive Data Set Name September 2007 O82 7 2007 hool ervices 33 of al ifornia 1 2007
4. Community Day School Adj Schedule Z Hourly Programs Capped Schedule D Hourly Programs Uncapped Schedule P Meals for Needy Adj Schedule G Necessary Small School Adj Schedule F Elem and H S PERS Reduction Schedule H Adult Education Revere Limit Form 3 fctive Data Set Name September 2007 Windows Help Import Export Save SaveAs Delete Print Preview Help State Aid Form K 12 Funding Rate for Hourly Programs The 2006 07 funding rate for the hourly programs appears below Enter any change to this rate For Schedule Z the Community Day School Adjustment The current ADA Cap Factors are Elementary Cap Factor current figure 0 003750 High School Cap Factor current figure 0 006250 Unified Cap Factor current figure 0 005000 The 2006 07 rates for this program are as follows 1 Cap funding rate i e combined rate for 5th hour plus 6th hour ADA 2 Hourly Rate for 7th 8th hours per day The Community Day school Deficit Factor is 3 90 0 003750 0 006250 0 005000 5 247 80 5 02 0 9500000000 Oa2 742007 hool ervices of al ifornia 47 2007 08 RevLim for Net Global Variables COLA amp Other Factors ay File Total Revere Limit Property Taxes amp State Aid Form K 12 ADA Report Schedule B Beg Teacher Salary Adj Schedule BTS Community Day School Adj Schedule Z Hourly Programs Capped Sch
5. Calculations Line B 7 DID 108 0 00 PERS Reduction Schedule H Adult Education Reverme Limit Form 3 fctive Data Set Name September 2007 O82 7 2007 hool ervices 35 of al ifornia 2007 08 RevLim for Net 2007 08 Necessary Small School Adjustment Schedule F Elem and H S X ay File Edit Windows Help oO x Toil Revene Limit M E AN amp g A Property Taxes amp Open Import Export Save SaveAs Delete Print Preview Help Exit State Aid Form K 12 Done ADA Report Schedule B Necessary Small High School 1 z A Beg Teacher Sal Note ALADA reported must exclude excused absences cei Adj Schedule BTS nS 1 Name of School EOSS Community Day School Adj Schedule Z 2 2006 07 ADA excluding any ADA for independent study adults 0 00 Hourly Programs 3 2006 07 certificated employees round figure up to next integer 0 Capped Schedule D i 4 2007 08 ADA excluding any ADA for independent study adults 0 00 Hourly F s Uncapped Schedule P 5S 2007 08 certificated employees round figure up to next integer 0 Meals for Needy Adj 6 Select which year s data is to be used for funding Note if Schedule G more than one necessary small school is funded this pear C 2006 07 will apply to all schools 2007 08 Necessary Small School Adj Schedule F Elem 7 Enter prior year add on amount per ADA for necessary small and HS schools 2006 07 School District Revenue L
6. 2007 08 RevLim for Net 2007 08 ADA Report Schedule B a File Edit Windows Help o x n re TtiRkvumimnt M FA YY n g A Property Taxes amp Open Import Export Save Saveds Delete Print Preview Help Exit State Aid Form K 12 ADA Report 2007 08 Page 4 ce Schedule B Ke Bg DIDE 4b For unified districts only 2007 08 ADA funded through the charter Beg Teacher Salary school block grant Adj Schedule BTS oe ue 1 ADA of district residents attending schools that converted to gt become charter schools on or after July 1 2006 School District D ADA Line A 20 A unified district that was basic aid in 2006 07 we must report the ADA for all district residents attending district sponsored charter schools here and only nonresident ADA for Hourly Programs input item 4b 2 0 00 Capped Schedule D 2 All other charter school ADA for residents and non tesidents Hourly Programs exclude any ADA reported in d below School District ADA 018 Uncapped Schedule P Sum of Lines 18 and 4 19 019 0 00 Meals for Needy Adj c For elementary and high school districts 2007 08 ADA funded through Schedule G the charter school block grant School District ADA Line 4 17 017 0 00 N Small School d County Community School ADA funded through the charter school Adj Schedule ree block grant School District ADA Line 4 21 020 0 00 and H S PERS Reduction Schedule H Adult Educa
7. Equalization Aid is funded 525 0 00 Hourly Programs Capped Schedule D 3 Interdistrict Attendance Adjustment Note The use of this adjustment is extremely rare The Interdistrict Attendance Adjustment is used by a district only Hourly Programs when it would otherwise lose over 25 of its Public Law 81 874 funds Federal Uncapped Schedule P Impact Aid due to interdistrict attendance If this condition applies and your district claims ADA that is served by another district and pays a tuition per ADA Meals for Needy Adj that is less than your base revenue limit per ADA report the total excess amount Schedule G as a negative number Alternatively if the amount per ADA of the tuition paid is greater than the district s base revenue limit report the amount of the shortfall as Hecessaxy Small School a positive number School District Revenue Limit Line B 5 272 fo ain Smera as 4 For Capistrano Chino Live Oak Soquel Alum Rock and Hot Springs School e Districts report the amount of the unique revenue limit adjustment for your PERS Reduction district School District Revenue Limit Line B 6 274 0 Schedule H Adult Education Revere Limit Form 3 fctive Data Set Name September 2007 O82 7 2007 hool ervices 23 of al ifornia oe 200 7 08 RevLim for Net 2007 08 Total Revenue Limit Property Taxes and State Aid Form K 12 ay File Edit Windows Help o x Tolken Limi AM E EE A FY a BR g SA Property Ta
8. been to parallel the revenue limit formulas used by the California Department of Education CDE in its apportionment system At its 2006 07 Second Principal Apportionment the CDE changed the PERS Reduction Buyout Factor to be the fraction of the PERS Reduction that is being bought out rather than the fraction of the PERS Reduction that still applies as was used at the 2006 07 First Principal Apportionment To be consistent with the CDE methodology the RevLim Release 9 1 Global Variable for the PERS Reduction Buyout Factor see Global Variable Input Item 4b now reflects the fraction bought out estimated to be 0 145 for 14 5 buyout rather than the former factor that reflected the percentage of the PERS Reduction that still applies Using Release 9 0 Data Sets If you previously used the Release 9 0 software you may still use a 9 0 data set No changes in data entry were made for Release 9 1 However it is always a good idea to review the entire data set should to ensure the data 1s still accurate Use of Global Variables The Release 9 1 software continues to allow the user to change a number of parameters through the Global Variables COLA and Other Factors input screen For example these variables can be used to change the proration factor for the PERS Reduction Buyout the funding cap for the Community Day School Program etc As noted above other parameters can be set to reflect deficits that may occur for specific progra
9. ee Nigar day school ten anoe by Houny P x uperinten ent of Public nstruction waiver School District Community Day c A Schedule D School Addditional Funding Line D 11 337 fo Hourly Programs Uncapped Schedule P Meals for Needy Adj Note The user may reset the ADA cap for Schedule Z by using the input item Schedule G 8a in the Global Variables input screen Necessary Small School Adj ose Ny ee See attached worksheet for how to calculate the maximum waiver amount PERS Reduction Schedule H Adult Education Revere Limit Form 3 fctive Data Set Name September 2007 O82 7 2007 hool ervices 41 dal ifornia Attachment 1 to Schedule Z Worksheet to Calculate Community Day School Waiver Amount 1 Approved Waiver Amount not to exceed amount for Necessary Small High School with 1 teacher 102 080 in 2007 08 Line 1 2 Sum of Days of Operation for ALL Community Day Schools in the District Line 2 3 Days of Operation Factor Line 3 567 11 4 Waiver Entitlement for Days of Operation D 2 D 3 Line 4 5 Waiver Funding Allowed for Annual Lesser of D 1 or D 4 Line 5 6 Community Day School ADA Funded by this Waiver Line 6 7 Base Revenue Limit per ADA Line 7 8 Revenue Limit for Community Day School ADA Line 6 times Line 7 Line 8 0 9 Deficit Factor Line 9 1 0000 10 Community Day School Revenue Limit after Deficit Line 8 times Line 9 Line 10 0 11 Community Day School Waive
10. full year s ADA for a pupil who attended a charter school for only a few days J There is no required reduction to prior year ADA for a K 8 district for a pupil attending the 9 grade in a charter school or for a K 6 district for a pupil attending the 7 grade in a charter school Many districts with declining ADA and charter schools will see a much smaller required subtraction from the prior year ADA than previously since a district will now get credit for pupils coming back from charter schools For example effective 2007 08 a district can now get credit for pupils who graduate from a K 6 charter school and then attend district schools thereby using that ADA coming back to the district to offset all or part of its shift of pupils from district schools to district sponsored charter schools To implement this new provision we recommend that the affected districts track A The names of pupils who attend district sponsored charter schools in 2007 08 and who attended a district noncharter school in 2006 07 Do not include any pupils who graduated from the district at the end of the 2006 07 school year For each pupil determine the 2006 07 ADA in the district school and the 2007 08 ADA claimed by the charter school whichever is less and sum for all such pupils If ADA is not available by pupil use the average ratio of ADA to enrollment for each grade range B The names of pupils who attend district noncharter schools in 2007
11. is still correct 4 When installation is complete remove the CD from your machine and store it in a safe place If you have problems in the installation of software please call Lori Bailey or Philip Wong at 916 446 7517 hool ervices 12 of alifornia V USING THE SOFTWARE To start the software simply open the RevLim program on your Windows Program menu Once the software is started you will be greeted by the introduction screen This contains the RevLim for Windows and SSC computer logos as well as your district s name After a brief pause the main selection menu screen will appear As with other Windows software RevLim for Windows uses a point and click method to select options and execute functions If you have any problem in using the software you can click on the icon and it will bring you to our RevLim software support page on our website You are required to have an Internet connection in order to use this function Prior to performing any functions it is first necessary to select a data file This can be done by clicking on either the icon or the icon and thdQpen Under either option a pop up box will show a listing of previously saved data sets yust click on the one desired then OK or click on New to create a new data set Also a data set can be imported from another user by clicking orl Import icon The Import option is discussed further below Only one data set may be open at a time Open a Dat
12. of districts but a copy of this worksheet is included at the end of this manual As you are probably aware the California Department of Education CDE Principal Apportionment system now uses a very different set of revenue limit forms than those used up through 2004 05 For example the information that used to be included in the five page Form K 12 is now spread over a Series of six separate reports plus the Principal Apportionment Summary Another significant change is the terminology The CDE forms have dropped the former usage of letters to designate the worksheets for example Schedule B Schedule BTS Schedule D etc and each form is simply designated by title hool ervices 1 of alifornia A number of our clients have indicated that they prefer using the former set of revenue limit worksheets and the RevLim software will continue to use the former worksheets The following table will help you match up the RevLim worksheets with those now used by the CDE SSC RevLim Form CDE s New Forms Form K 12 Total School District Revenue Limit Calculations for base revenue limit and other rates Revenue Limit State Aid per ADA and Property Taxes P Schoo District Revenue Limit total revenue limit and state aid Po Local Revenue S P County Office Funds Transfer transfer for county educated ADA P Apprentice Funding Report SS O a Principal Apportionment summary shows state aid portion of revenue limit plus all adj
13. 08 RevLim for Net 2007 08 Capped Hourly Programs Schedule D ay File Edit Windows Help os CP 3 ze Toil Revene Limit M F amp F AN amp g A Property Taxes amp Open Import Export Save SaveAs Delete Print Preview Help Exit State Aid Form K 12 Cancel ADA Report 2007 08 Page 1 Schedule B PART A Core Academic Programs DID Beg Teacher Salary 1 Enter your district s CBEDS K 12 enrollment October 2006 School District Adj Schedule BTS Supplemental Instruction Core Academic Line 4 2 355 D Community Day School 2 Enter your district s 2007 08 estimated number of pupil hours in Core Academic Adj Schedule Z Programs CDE attendance software Line C 1 School District Supplemental Instruction Core Academic Line 4 6 363 o Hourly P a c A Schedule D PARTB Grade 2 6 Deficiency Program Aar Panes 1 Enter your district s October 2006 CBEDS enrollment for grades 2 6 Uncapped Schedule P Supplemental Instruction Pupil Promotion and Retention Line B 1 383 fo 2 Enter the 2007 08 estimated number of hours of remedial instruction for pupils in Meals for Needy Adj grades 2 6 who are at risk of being retained and or have a deficiency in Schedule G mathematics reading or written expression CDE attendance software Sum of Lines C 4 and C 5 Supplemental Instruction Pupil Promotion and Retention Necessary Small School Sum of Lines B 5 and B 6 389 fo Adj Schedule F Ele
14. 08 who attended district sponsored charter schools in 2006 07 For each pupil determine the 2006 07 ADA in the charter school and the 2007 08 ADA in the district school whichever 1s less and sum for all such pupils hool ervices 7 of alifornia C Subtract the result of B from A If less than zero use zero Report this amount in the Schedule B Input Screen Input Item 1b Other Charter School Provisions In addition to the one provision noted above the charter school funding model requires a number of other revenue limit calculations for districts that sponsor charter schools both conversion schools and start up schools For Release 9 1 for 2007 08 these changes appear as a total of five types of data input items While these provisions affect all districts with charter schools districts that will have charter schools for the first time in 2007 08 should especially pay attention to the following data input items gt Form K 12 There are two input items that relate to 1 payments in lieu of property taxes made to a charter school Input Item 13d and 2 for unified districts only a computed amount for district residents attending schools that converted to charter status on or after July 1 2006 or for a unified district that was basic aid in 2006 07 the block grant amount for the ADA of district residents attending all district sponsored charter schools Input Item 14 As noted in the text in Input Item 14 a unif
15. 2007 08 RevLim for Windows as y w USER MANUAL SCHOOL DISTRICT VERSION Release 9 1 Based on the Adopted State Budget for 2007 08 August 2007 School Services of California Inc 1121 L Street Suite 1060 Sacramento California 95814 916 446 7517 FAX 916 446 2011 www sscal com Copyright 2007 by School Services of California Inc Table of Contents I latroduct oms cecca sida nate da tiled ate E l II Changes mthe Release 9 I SOW ale suited atsctiuis tesa o N 4 If Fara ace SOLLWare Require Meni aansmeer n a ERA ER 11 i Unstallationcor the SOMW are espe E eset bu aes 12 V Usna Me SONWANE ene eee eer ee ter ee care 13 Vi Prime V ve Wane me OU gersin EA A A 18 NI Eitean E cere en ere See cen moet erate A etre oe een eee eee eee een ee ene eee een or 19 VII Data Entry Screens for RevLim for Windows 9 1 Software w c cccccsesesesesssssseseeeeeeeeee 19 Attachment A Data Entry for Charter Schools sessioner a 21 Data Entry SCLC SNS erreia a A T a 23 AI IIIS ASTOS C EE A ea EE A E seaie ava ol eeetencnens 42 Schedule HS PERS Reduction for School Safety Personnel neeesssseoeeessssssssseeressssssseeerees 49 hool ervices of ali fornia GRANT OF LICENSE School Services of California Inc SSC grants your school district as named on the accompanying disk the right to use 2007 08 RevLim for Windows 9 1 Software on any district owned computers and multiple copies of the software may be ins
16. DA due to a 2007 08 Reorganization or Transfer of Territory if loss show as a negative number School Co ity Day School District ADA Line 4 5 005 10 00 Adj Schedule Z Enter any Gain or Loss in ADA due to the Change in Status of a Necessary Small School effective 2007 08 if loss show as a negative Hourly Programs number School District ADA Line 4 6 008 ooo Capped Schedule D s 2 2007 08 Regular Revenue Limit ADA Hourly Programs Uncapped Schedule FP Enter 2007 08 Second Principal ADA CDE attendance software sum of estimated P 2 ADA for Lines A 1 through 4 9 and estimated Annual ADA Meals for Needy Adj for Line A 13 Aes T Rebate tenoa ADA NPS pate ae rg community schoo Do not include any county educate 5 eae School District ADA Line A 8 027 000 ue fue Enter the 2007 08 Annual Nonpublic Nonsectarian School District ADA and HS include NPS extended year ADA LCI NPS ADA and LCI NPS extended year ADA CDE attendance software sum of Lines 4 10 4 11 4 14 PERS Reduction and 4 15 School District ADA Sum of Lines B 1 through B 4 0 00 pae E Enter the 2007 08 Annual Community Day School ADA CDE Adult Education attendance software Line 4 12 School District ADA Line B 5 008 0 00 Revere Limit Form 3 fctive Data Set Name September 2007 hool ervices of al ifornia 29 Oaf2 742007 2007 08 RevLim for Net 2007 08 ADA Report Schedule B oy x al File Edit Windows
17. Help 3 Fori NS Toilkemlint M E A FY amp R A Property Taxes amp Open Import Export Save SavedAs Delete Print Preview Help Exit State Aid Form K 12 ADA Report 2007 08 Page3 Schedule B DID 3 Enter the following 2007 08 County Office ADA credited to the school Beg Teacher Salary district from the appropriate lines of the county office ADA form Adj Schedule BTS a County Office P 2 Special Education ADA plus Annual Extended Year Conummity Day School ADA School District ADA Sum of Lines B and B 8 0 00 Adj Schedule Z b P 2 County Community Schools ADA School District ADA Line B 6 028 0 00 penis here D c Annual County Office NPS ADA and NPS LCI ADA including extended PP year ADA School District ADA Sum of Lines B 9 through B 12 000 Hourly Programs i Uncapped Schedule P 4 2007 08 Charter School ADA a 2007 08 ADA funded through the district s revenue limit report zero Meals for Needy Adj except for an all charter district that elected to continue to be funded Schedule G through the district s revenue limit plus for an all charter district any declining enrollment adjustment School District ADA Sum of Lines 4 15 015 Necessary Small School and 4 16 fois 0 00 Adj Schedule F Elem and HS PERS Reduction Schedule H Adult Education Revere Limit Form 3 Global Variables fctive Data Set Name September 2007 08 2 7 2007 hool ervices 30 of al ifornia
18. Set Name September 2007 O82 7 2007 hool ervices 26 of al ifornia 2007 08 RevLim for Net 2007 08 Total Revenue Limit Property Taxes and State Aid Form K 12 hool ervices of alifornia INC m 21 ay File Edit Windows Help nE re Total Reveme Limit M B Y S amp g 3 Property Taxes amp Open Import Export Save SaveAs Delete Print Preview Help Exit State Aid Form K 12 ADA Report Page 5 2007 08 Schedule B DID Beg Teacher Salary 14 For unified districts only that had schools that converted to charter status on Adj Schedule BTS or after July 1 2006 For each such school multiply 1 the amount of expenditures per opa from egies sucet in the year pos to conversion increased since then by the district s increase in base revenue ee limit from COLA deficit reduction and or equalization by 2 the ADA of si district residents at that school in 2007 08 Report the sum of these products Hoy Procans all eh a For a ld ents a ars te aid in gan eat ey the tota 0S charter school block grant for the reported in Schedule Capped Schedule D B Input Screen Item 4b 1 fo Hourly Programs 15 Reform Add On Report the amount of the 2006 07 Reform Add On per Uncapped Schedule P ADA from 2006 07 School District Revenue Limit Calculations DID 107 103 o oo Meals for Needy Adj 16 Apprentice Adjustment Report the estimated number of funded apprentice Schedule G hours in 2007 08 0 Ne
19. a Set a New for creating a new data set Once you have selected this item a window will appear to let you type in the name of the new data set The data set will be printed on the first page of each form yjust below the school district name to make it easy to identify which run is printed A data set name may be a string of up to 21 characters Also do not use an apostrophe or ampersand amp in the data set name To also help you identify printouts the current date will be printed in the upper right corner of the first page of each form hool ervices 13 of alifornia Whenever a new data set is used you will also be asked for the type of district elementary high school or unified You must choose the type of district for the program to work properly Existing for editing an existing data set You may edit an existing data set and then either 1 save it under the existing data set name thereby replacing the previous data set or 2 save it under a new data set name for what if analysis see Saving a Data Set below In most cases you will need to create an entirely new data set only once for each district and then use the edit features to refine your data set To edit an existing data set click on that name in the file list box and then click on OK Once the data set is open the schedule buttons on the left side of the screen will change to white or gray color White means that data for the form or sch
20. ces are no longer made to specific lines But wherever possible the SSC forms for 2007 08 have the same digital identification numbers DIDs as those used in CDE s 2006 07 forms to help avoid confusion hool ervices 20 of alifornia Attachment A Data Entry for Charter Schools As discussed in Section IJ charter schools impact the revenue limit calculations in the following areas 1 A school district loses declining enrollment protection for the net shift in pupils from district schools in one year to a district sponsored charter school the next year Schedule B Line A 2a but gains protection when a district school that previously converted to being a charter school reverts to being a non charter district school Schedule B Line A 2b 2 The ADA in an all charter district that is not in the charter school funding model is counted as revenue limit ADA Schedule B Line C 1 3 The sponsoring district must make a payment in lieu of property taxes for the ADA at a district sponsored charter school for all ADA whether district resident or not Form K 12 Line D 20a and this payment is backfilled with state aid except for basic aid districts 4 For unified districts but only for districts that have schools that converted from being regular public schools to charter schools on or after July 1 2006 and also for all charter schools in a district that was adjustments a Increase revenue limit ADA by the ADA of dist
21. cessary Small School 17 For Basic Aid Districts only Report the amount if any of the interdistrict Adj Schedule F Elem attendance adjustment per E C 48209 11 c and 54205 0 and H S 18 For Basic Aid Districts only Report the Basic Aid Supplement Charter School PERS Reduction Adjustment E C Section 47663 0 Schedule H Adult Education l Revere Limit Fom 5 fctive Data Set Name September 2007 2007 08 RevLim for Net 2007 08 ADA Report Schedule B a File Edit Windows Help X n X TtiRkvumint M E A Sw n g A Property Taxes amp Open Import Export Save Saves Delete Print Preview Help Exit State Aid Form K 12 ADA Report Schedule B 2007 08 Page 1 DID Beg Teacher Salary Adj Schedule BTS 2006 07 Regular Revenue Limit ADA Community Day School Enter your district s 2006 07 Regular ADA from CDE s School District Adj Schedule Z ADA Line 4 12 DID 058 Hourly Programs Enter the net shift in ADA from district schools last year to a district Capped Schedule D sponsored charter school in the current year This amount is equal to 1 the 2006 07 ADA of pupils who attended district schook in 2006 07 and a Hourly Programe district sponsored charter school in 2007 08 minus 2 the 2006 07 ADA Uncapped Schedule P of pupils who attended a district sponsored charter school in 2006 07 and PP a district school in 2007 08 but in no event less than zero For each pupil 7 w
22. dge of a cell that is to the left of the zero the zero will remain In this latter case as an example data entry of 234 will be stored as 2 340 Be sure to enter data carefully to avoid leaving any unintended zeros The user may start at the top item on each page and hit the enter key to go to the next item or simply click on the data item desired If you make a mistake while entering data use the delete or backspace keys to amend the data entry If you find the mistake after pressing the enter key simply return to that item for editing If a data element does not apply press the enter key or simply skip to the next applicable data entry cell If the data entry screen of the worksheet is more than one page you can click on the appropriate page to move around When you finish the last entry of each page the program will bring you to the next data entry page When you have completed the data entry for a worksheet click on the icon to save the data under the current data set At any time the current data file can be saved by clicking on the icon Or if you wish to save a file under a new name click on the icon and enter the new name hool ervices 16 of alifornia Editing a Previous Data Set To edit a data set for a revised calculation simply open and select the desired worksheet s that needs changing When editing an existing data set click on the data element to be changed and either edit the original entry or double c
23. ed data set and the schedule s for the deletion to occur VI PRINTING VIEWING THE OUTPUT After creating a data base the forms may be printed or viewed on the screen by clicking on the or icons Printer Setup The RevLim program will use the default printer in your Windows setup If you would like to use a different printer you need to tell the software what type of printer is being used Click on the icon and scroll down then click of Printer Setup A pull down box will appear You may choose the printer you would like to use from the available list by clicking on the down arrow in the end of the Name box If your printer or one similar to your printer is not listed use the Genigraphics Driver generic option If you have any problem when switching printers please refer to your Windows manual Printing Desired Forms Before printing any of the forms you may choose the data set that you want printed by opening the desired data set Using either the or functions a window will show the active forms that is the forms that have had data entered The user may select which forms to print by clicking on each desired form or may to print all active forms The Global Variables form is always active since data is preset in this input screen hool ervices 18 of alifornia Printing Only Desired Pages Before printing a specific worksheet a window will appear asking the page s desired to be printed You may pri
24. edule D Hourly Programs Uncapped Schedule P Meals for Needy Adj Schedule G Necessary Small School Adj Schedule F Elem and H S PERS Reduction Schedule H Adult Education Revere Limit Form 3 fctive Data Set Name September 2007 Edit Windows Help A k A YY g B amp B oe A Open Import Export Save SaveAs Delete Print Preview Help Exit For the Adult Education Form The current estimate of the Adult Education COLA is 4 53 Enter any revision to this COLA The current estimate of the funded level of adult ADA growth is 2 50 for 2007 08 i e growth in the adult ADA cap Enter any revision to this percentage The current estimate of the Adult Education Deficit Factor for 2007 08 is no deficit or a 1 0000000000 deficit factor Enter any revision to this factor Note the Deficit Factor entered must be the fraction of the revenue limit funded For example a 99 factor would be used for 99 funding and a 1 deficit The current estimate of the funding rate for excess adult growth ADA is 0 00 Enter any revision to this rate Page 4 4 53 2 50 1 0000000000 0 00 Oa2 742007 hool ervices of al ifornia 48 SSC DRAFT July 2006 SCHEDULE HS 2007 08 ADJUSTMENT FOR SCHOOL SAFETY PERSONNEL SCHEDULE FOR THE DETERMINATION OF THE REVENUE LIMIT REDUCTION FOR PERS State Reference Education Code Section 42239 12 DID A Reported Total 2007 08 Salaries fo
25. edule has been entered for the current data set while gray means that the schedules in the data set have not yet been used Import a Data Set for importing a data file This option allows a data set created by another user to be brought into your system Also see Export a Data Set below This option is useful for exchanging data sets between two users in your office or between your office and your county office of education if also a licensed RevLim for Windows user When this option is chosen you will see prompts that ask you to select the disk drive of the imported file usually A or B and the file name The data set name does not need to be the same as the disk file name and may be up to 21 characters hool ervices of alifornia 14 Using a Data Set Whenever a data set name is selected this becomes the active data set and the name will appear in the lower left corner of the computer screen to remind you which data set is currently being used After a data set name has been selected the icons on the left side of the screen become active and data may be entered for the following forms simply click on the desired form gt Form K 12 Total Revenue Limit Property Taxes and State Aid gt Schedule B ADA Form gt Schedule BT S Beginning Teacher Salary Adjustment gt Schedule D Capped Hourly Programs Core Academic and Grade 2 6 Academic Deficiency Programs gt Schedule F Necessary Sma
26. h 64 MB RAM computer is required however a Pentium II 700 MHZ with 128 MB RAM or faster machine is recommended 2 Monitor A VGA monitor with 256 colors 3 Memory At least 64 MB of RAM 4 Hard disk space At least 40 MB of free space on hard disk 5 Software Windows 2000 or above hool ervices 11 of alifornia IV INSTALLATION OF THE SOFTWARE l Put the RevLim for Windows CD into the CD ROM drive the setup program will automatically start De If the installation program does not start automatically click on Start then Run type d rll setup exe substitute your CD ROM drive letter if other than d and click on OK oF Follow the instructions on the screen to complete the setup procedure By default it will install the program in the C Program Files School Services of California RevLim 8 0 2007 08 and the icon will be placed under the RevLim 2007 08 folder Caution to prior RevLim users Use a directory name that identifies the current year such as RLO708 Do not use the same directory name as used for the 2006 07 software e g RLO607 or the 2006 07 version of the software and all 2006 07 data sets will be erased Note to 2007 08 RevLim for Windows Release 9 0 users If you previously used RevLim 9 0 for Windows and so are an upgrade user install the software in the same folder as RevLim for Windows 9 0 No data will be lost However please check that all previously entered data
27. ho shifted to a charter school do not include more than the ADA claimed Meals for Needy Adj for that pupil by the charter school in the current year Similarly for each Schedule G pupil who shifted to a district school do not include more than the ADA claimed for that pupil by the district in the current year See Section Il of Necessary Small School the manual for further information on this calculation 002 000 Adj Schedule F Elem and HS c Enter the 2006 07 P 2 ADA of district residents who attended a district charter school in 2006 07 that was operated as a district non charter PERS Reduction school in any year prior to 2006 07 and is again operated as a district non Schedule H charter school in 2007 08 School District ADA Line 4 3 003 0 00 Adult Education d Enter any adjustment to the 2006 07 ADA in Line a above due to audit Revenue Limit Form findings enter with minus sign if negative School District ADA Line 4 4 004 0 00 fctive Data Set Name September 2007 08 2 7 2007 hool ervices 28 of al ifornia 2007 08 RevLim for Net 2007 08 ADA Report Schedule B oy x al File Edit Windows Help 3 wy M A Toil Reveme Lmt M E amp E E A YW amp A g A Property Taxes amp Open Import Export Save Saves Delete Print Preview Help Exit State Aid Form K 12 Ceea ros eee oe coe peices 2007 08 Page2 Schedule B BIDE he inet Enter any Gain or Loss in A
28. hrough the charter school funding model Input Item 4a and 4 for unified districts only a the ADA of district residents in charter schools that converted to charter status on or after July 1 2006 and for a district that was basic aid in 2006 07 the ADA of district residents in all of the district sponsored charter schools Input Item 4b1 and b all other ADA in district sponsored charter schools including the ADA of both residents and non residents Input Item 4b2 none of this ADA is added to the district s revenue limit but this ADA 1s only used to calculate the estimated payment of in lieu property taxes per ADA Clearly districts without charter schools have a simplification since no data needs to be reported for these input items hool ervices 22 of alifornia kK 4 2007 08 RevLim for Net 2007 08 Total Revenue Limit Property Taxes and State Aid Form K 12 a File Edit Windows Help xX Tota Reveme Lim M E A XN amp amp g A Property Taxes amp Open Import Export Save Saves Delete Print Preview Help Exit State Aid Form K 12 ADA Report Schedule B 2007 06 Page 1 Beg Teacher Salary DID A pentane HER 1 Enter your district s 2006 07 base revenue limit per ADA 2006 07 DID 024 School District Revenue Limit Calculation Line 4 5 025 0 00 Community Day School Adj Schedule Z 3 Report the funded level of 2007 08 Equalization Aid per ADA Report zero unless
29. ied district with a new conversion charter school must first identify the unrestricted expenditures per ADA for each new conversion school in the year prior to conversion and then annually increase that amount per ADA by the district s increase in base revenue limit per ADA from COLA deficit reduction and equalization aid gt Schedule B There are several ADA related input items 1 an adjustment to prior year ADA relating to district sponsored charter schools now equal to the net shift in ADA from district schools in the prior year to district sponsored charter schools in the current year as discussed above Input Item 1b 2 the report of prior year ADA at a charter school that was originally a district non charter school and that converted back to being a non charter school in 2007 08 Input Item 1c and 3 the report of current year charter school ADA for a an all charter district funded through the district s revenue limit 1 e and not through the charter school funding model Input Item 4a b for unified hool ervices g of alifornia districts only the ADA of district residents attending schools that converted to charter status on or after July 1 2006 Input Item 4b 1 or for a unified district that was basic aid in 2006 07 the ADA of district residents attending all district sponsored charter schools and for all other charter ADA for both residents and nonresidents for that district 4b 2 c for elementa
30. im manual School District Revenue Limit Line D 5 Report any other 2007 08 revenue limt adjustment newly authorized by state law 2007 08 DID 287 288 205 Page 3 Ul ii 0V2 742007 hool ervices of al ifornia 25 1 2007 08 RevLim for Net 2007 06 Total Revenue Limit Property Taxes and State Aid Form K 12 ag File Edit Windows Help IEX Toil Revene Limit M EE AN amp g A Property Taxes amp Open Import Export Save Saves Delete Print Preview Help Exit State Aid Form K 12 ADA Report Schedule B Beg Teacher Salary Adj Schedule BTS Estimated 2007 08 Local Revenues Report the following estimated 2007 08 revenues Commmnity Day School a Estimated property taxes including ERAF shifted property taxes fo Adj Schedule Z b 50 of miscellaneous funds fo Hourly Programs Capped Schedule D c Estimated revenues from community redevelopment agencies exclusive of revenues restricted for land facilities deferred maintenance etc fo scans ees Report th t paid to charter schools in lieu of property taxes Enter thi Uncapped Schedule P d eport the amount paid to charter schools n lieu of property taxes Enter this ppal amount as a positive number 0 Meals for Needy Adj Schedule G Necessary Small School Adj Schedule F Elem and HS PERS Reduction Schedule H Adult Education Revere Limit Form 5 i Global Jariah RS fctive Data
31. imit Calculations Line B 7 DID 108 0 00 PERS Reduction Schedule H Adult Education Revere Limit Form 3 Global Variables fctive Data Set Name September 2007 O82 7 2007 hool ervices 36 of al ifornia 2007 08 RevLim for Net 2007 08 Meals for Needy Adjustment Schedule G Rad ay File Edit Windows Help oO x Toil Revene Limit M F amp F AN amp g SA Property Taxes amp Open Import Export Save Saves Delete Print Preview Help Exit State Aid Form K 12 ADA Report Schedule B Beg Teacher Salary Adj Schedule BTS 1 Enter your district s 2006 07 Amount per Meal report amount to Sansa gt four decimal places Meals for Needy Pupils Line 4 3 DID 088 086 o 0000 lj Se 2 Enter your district s 2007 08 Estimated Pupil Participation for Meals Hourly Programs for Needy Form CNFS 71 5 Cumulation of Columns E and F Capped Schedule D Lines 12 13 and 14 summed for each school month in 2007 08 Exclude meals for block grant funded charter schools Meals for Hourly Programs Needy Pupils Line 4 4 089 0 Uncapped Schedule F Meals for Needy Adj Schedule G Necessary Small School Adj Schedule F Elem and HS PERS Reduction Schedule H Adult Education Revere Limit Form 3 Global Variables obal Variables fctive Data Set Name September 2007 O82 7 2007 hool ervices 37 of al ifornia 2007 08 RevLim for Net 2007 08 PERS Reduc
32. l users should read Section II of this manual Changes in Release 9 1 Software to understand which Global Variables may change during the year as well as the new provision that helps protect declining enrollment districts with charter schools If you are a new user please read the entire manual before using the software for the first time If you have any questions that are not covered in this manual please feel free to call SSC at 916 446 7517 Questions regarding the use of the software should be directed to Philip Wong or Lori Bailey Questions regarding the actual revenue limit calculations should be directed to me I believe you will find this software to be easy to use and of great help in initially calculating and then updating your district s 2007 08 revenue limits I welcome your comments about this software and suggestions for future improvements Your comments and suggestions will help make future releases of this software as useful and simple to use as possible PAUL M GOLDFINM Vice President August 2007 Sis 2 of alifornia Il CHANGES IN RELEASE 9 1 SOFTWARE Most of the changes in the Release 9 1 software relate to updating parameters from the January and May Revise estimates to known factors or revised estimates For example the 2007 08 statutory COLA has been set at 4 53 the apprentice rate per hour is 5 08 and the PERS employer rate is known to be 9 306 However the amount of the PERS red
33. lick thereby deleting it entirely before entering the new value Note that the typeover mode does not work when editing data Saving a Data Set Note Anytime you press the ese escape key while in a data entry screen the program will exit the current data entry screen without saving the data entered To save the data either click on Save OF icons as discussed above Exporting a Data Set Using this output option allows you to copy a data set file to a disk for use by another user See also Import a Data Set above With this option an existing data set can be transferred to another user in your office or to your county office of education if also a licensed RevLim for Windows user When this option is chosen you will see prompts that ask 1 the disk drive for the disk usually A or B don t forget to have the disk ready in that drive and 2 the file name for the disk file Caution the EXPORT option will copy the ACTIVE Data Set to the disk Make sure that the data set you wish to copy appears as the ACTIVE Data Set in lower left corner of the screen or use the option to select the desired data set Erasing a Data Set Clicking on the icon allows the user to erase a data set that is no longer needed or to delete a portion of an existing data file Under this option a window will appear letting you hool ervices 17 of alifornia select the data set or schedule s to delete You must click on both the desir
34. ll School Elementary and or High School gt Schedule G Meals for Needy gt Schedule H PERS Reduction gt Schedule P Uncapped Hourly Programs Grade 7 12 Remedial relating to the California High School Exit Exam CAHSEE and Grade 2 9 Remedial relating to Retention gt Schedule Z Community Day School gt Form S Adult Education Revenue Limit gt Global Variables COLA amp Others Copies of the data entry screens for these worksheets are included at the back of this manual It is recommended that you make copies of these pages and fill them in for ease of input before you begin As noted in the Introduction Schedule HS PERS Reduction Calculation for Districts that have a special contract with PERS for Sworn Peace Officers is not included in the software since it is used by only a handful of districts However a blank Schedule HS worksheet appears just prior hool ervices 15 of alifornia to the pages of this manual showing data input screens For any district using this worksheet the results are entered directly in the Form K 12 Input Screen use Input Item 12 Once a form is selected the data entry screen s for that form will appear Use the enter return key to go to the next item or simply click on the item desired Caution Each new data set starts with zero values in each cell If you click on the mouse so as to highlight the cell the zeros will be deleted But if you click on the left e
35. llment when pupils who attended a district noncharter school in the prior year shifted to a district sponsored charter school in the current year This provision was seen as being unfair since it only took into account the pupils who shifted from district schools to district sponsored charter schools with no offset for any pupils who shifted back to district schools in the current year But effective 2007 08 three changes to this provision make it much less onerous l The reduction to prior year ADA can now be offset in whole or in part by the ADA of any pupils who transfer from a district sponsored charter school in the prior year to a If the user desires to keep one or more data sets with original Global Variables for comparison with calculations using updated variables this may be accomplished by installing the RevLim software and revised data sets in a second directory See section below entitled Installation of the Software Ref The version of Education Code Section 42238 51 that took effect July 1 2007 See Education Code Section 47632 j for a definition of a sponsoring district hool ervices 6 of alifornia district school in the current year Note in no case can this result in an increase in the prior year ADA 2 The reduction to the prior year s ADA for a pupil cannot exceed the ADA for that pupil claimed by the charter school in the current year thereby eliminating the possible subtraction of a
36. m and H S Notes 1 Use Global Variable Input Item 5a to change the 5 cap factor for Core Academic PERS Reduction Program or the 5 cap factor for the Grade 2 6 Capped Program Schedule H 2 Use Global Variable Input Item 5b to change deficit factors for these programs Adult Education Revere Limit Form Active Data Set Name September 2007 O82 7 2007 hool ervices 34 of al ifornia 2007 08 RevLim for Net 2007 08 Necessary Small School Adjustment Schedule F Elem and H S X ay File Edit Windows Help oO x Toil Revene Limit M E AN amp g SA Property Taxes amp Open Import Export Save Saves Delete Print Preview Help Exit State Aid Form K 12 ADA Report Schedule B Necessary Small Elementary School 1 Beg Teacher Sal Note ALADA reported must exclude excused absences Adj Schedule BTS 1 Name of School fl Community Day School Adj Schedule Z 2 2006 07 ADA 0 00 Hourly Programs 3 2006 07 number of teachers 0 Capped Schedule D 4 2007 08 ADA 0 00 ee 5 2007 08 number of teachers fo Meals for Needy Adj 6 Select which year s data is to be used for funding Note if c Schedule G more than one necessary small school is funded this year 2006 07 will apply to all schools 2007 08 Necessary Small School Ti Enter or dd ADA i z Adj Schedule F Elem Enter prior pear add on amount per or necessary sma Prenat iy ones schools 2006 07 School District Revenue Limit
37. ms But care should be taken to avoid inappropriately changing variables that should not be changed hool ervices 5 of alifornia The user should review all of the options available in the Global Variables Input Screen to see if any of the parameters need to be changed Note that changing any of the variables in this input screen will change that variable in all data sets not just the current data set To help with Global Variables our recommended set of Global Variables is now posted on our website and this set will be updated throughout the year as appropriate Each new set of Global Variables will show the date of the update so that you can identify any recent changes Simply go to www sscal com click on What s New and then on Global Variables for RevLim Users to get the latest set of Global Variables for 2007 08 and also for 2006 07 Relief for Districts with Declining ADA and Charter Schools As noted in the Introduction the adopted 2007 08 State Budget contains no additional funding for districts experiencing declining ADA beyond the provision in current law allowing districts to count prior year ADA But a recent change in law does provide some relief and in some cases considerable relief for districts with declining ADA and charter schools effective 2007 08 Up through 2006 07 in determining the greater of current or prior year ADA state law provided that a district would not receive credit for declining enro
38. nce software Line C 3 Supplemental Instruction Pupil Promotion and Retention Line A 2 381 ol 2007 08 Total Estimated Hours for the Mandated Grade 7 12 Program CDE attendance software Line C 2 Supplemental Instruction Remedial Line 4 4 375 0 Note Use Global Yariables Input Items 6a 6b to change deficit factors for these programs 39 Oa2 72007 2007 08 RevLim for Net 2007 08 Community Day School Adjustment Schedule Z ay File Edit Windows Help o x ge M A TotalRevemeLimt M amp U A 6 amp 6 amp 2 A A Property Taxes amp Open Import Export Save Saves Delete Print Preview Help Exit State Aid Form K 12 Schedule B 2007 08 DID ADA Report Page 1 Beg Teacher Salary Adj Schedule BTS E Report the district s 2006 07 funded P 2 ADA including necessary small school ADA School District Community Day School Addditional Funding Line B 1 314 000 Commmnity Day School 3 Report the 2007 08 community day school ADA for mandatory expelled students Adj Schedule Z per E C 48915 d Hourly Programs a ADA qualifying for 5th hour additional funding CDE attendance software Line D 6 Capped Schedule D School District Community Day School Addditional Funding Line 4 1 309 0 00 Hourly Programs b ADA qualifying for 6th hour additional funding CDE attendance software Line D 7 Uncapped Schedule P School District Community Day School Addditional Fu
39. nding Line A 2 310 0 00 Meals for Needy Adj 3 Report the 2007 08 community day school ADA for all other students eende a ADA qualifying for 5th hour additional funding CDE attendance software Line D 8 Necessary Small School School District Community Day School Addditional Funding Line B 6 319 0 00 Adj Schedule F Elem re ai n and HS b ADA qualifying for 6th hour additional funding CDE attendance software Line D 9 450 aa School District Community Day School Addditional Funding Line B 7 a ones See Attachment to Schedule Z in the RevLim manual for an explanation of how to report ADA qualifying for Sth hour and 6th hour funding Adult Education Revere Limit Form 5 fctive Data Set Name September 2007 O82 7 2007 hool ervices 40 of al ifornia 2007 08 RevLim for Net 2007 08 Community Day School Adjustment Schedule Z ay File Edit Windows Help o x 5 ke M A Toil Reveme Limit A E amp E EE A amp Eu g A Property Taxes amp Open Import Export Save Saves Delete Print Preview Help Exit State Aid Form K 12 ADA Report a Schedule B rma Page 2 Beg Teacher Salary Adj Schedule BTS 4 Report the 2007 08 number of pupil hours of attendance in supervised 7th and 8th hour programs CDE attendance software Sum of Lines D 10 and D 11 Community Day School School District Community Day School Addditional Funding Line E 3 340 fo Adj Schedule Z as i i 5 Hepat
40. nt all or specific pages If the Specific Pages _Joption is selected you need to input the beginning and ending page number that you want to print Viewing a Form A worksheet may be viewed on the screen by clicking on the icon If the worksheet has multiple pages the number of the current page will appear in the upper left hand toolbar Clicking on the arrows to the left or right of the page number will move the page down or up or by using the far left far right arrow will move to the first or last page Use the up down arrow keys on the right margin to move up or down on the page VII EXIT To exit RevLim click on the icon or click on then We suggest that you do not close the program by clicking on the close button in the upper right corner of the screen unless the data set has been saved since the program will close without also saving the active data set Vill DATA ENTRY SCREENS FOR RevLim FOR WINDOWS 9 1 SOFTWARE The following pages show the data entry screens for the software Filling these out before starting to input data into the system will facilitate data entry Note The data entry screens make numerous references to data from the 2006 07 revenue limit calculations Since the California Department of Education s CDE s 2006 07 worksheets are now very different from the 2006 07 SSC worksheets which were also used in SSC s 2006 07 hool ervices 19 of alifornia RevLim Release 8 1 software referen
41. of 0 09306 School District PERS Line Necessary Small School A 4 186 o Adj Schedule F Elem and H S Note The PERS rate and PERS buyout proration factor can be reset using Global Variables input items 44 and 4b PERS Reduction Schedule H Adult Education Revere Limit Form 3 Global Variables fctive Data Set Name September 2007 O82 7 2007 hool ervices 38 of al ifornia 2007 08 RevLim for Net 2007 08 Uncapped Hourly Programs Schedule P ay File Edit Windows Help o x TotlRvmeLint 2 E F amp F A amp amp BA g AB Property Taxes amp Import Export Save SavedAs Delete Print Preview Help Exit fctive Data Set Name September 2007 hool ervices of al ifornia State Aid Form K 12 ADA Report Schedule B Beg Teacher Salary Adj Schedule BTS Community Day School Adj Schedule Z Hourly Programs Capped Schedule D Hourly Programs Uncapped Schedule P Meals for Needy Adj Schedule G Necessary Small School Adj Schedule F Elem and H 3 PERS Reduction Schedule H Adult Education Revere Limit Form 3 This schedule applies to the 2007 08 mandated programs for 1 pupils in grades 2 9 who have been retained or who have been recommended for retention and 2 pupils in grades 7 12 who do not demonstrate sufficient progress toward passing the high school exit exam 2007 08 Total Estimated Hours for the Mandated Grade 2 9 Program CDE attenda
42. on Schedule H Adult Education Revere Limit Form 3 fctive Data Set Name September 2007 hool ervices of al ifornia Windows Help Heese EAN g EAA Import Export Save SaveAs Delete Print Preview Help Exit Page 1 The 2007 08 statutory COLA is estimated to be 4 53 Enter any change to this COLA 4 53 The 2007 08 rate per hour for the apprentice adjustment is 5 06 Deficit Proration Factor The 2007 08 deficit is estimated to be 1 00000 i e 100 000 funding and a deficit of 0 000 Please enter any change to this factor 1 00000 Statewide Average Base Revenue Limits Please enter any changes to the estimates of the 2006 07 statewide average base revenue limits Elementary Districts curent figure 5 326 5 326 High School Districts current figure 6 400 6 400 Unified Districts current figure 5 569 5s 45 Oa2 742007 2007 08 RevLim for Net Global Variables COLA amp Other Factors ay File Total Revere Limit Property Taxes amp State Aid Form K 12 ADA Report Schedule B Beg Teacher Salary Adj Schedule BTS Community Day School Adj Schedule Z Hourly Programs Capped Schedule D Hourly Programs Uncapped Schedule P Meals for Needy Adj Schedule G Necessary Small School Adj Schedule F Elem and H 3 PERS Reduction Schedule H Adult Education Revere Limit Form 3 fctive Data Set Name September 2007 Edit Windows Help
43. onal growth However all such additional growth is contingent on available funds primarily units of ADA taken away from programs that didn t use their full adult ADA caps in the prior two years and so districts should not plan on expanding their programs until they have been notified of the exact level of additional ADA that will be allocated to them But once notified the eligible districts should report that additional authorization for adult ADA in Form S Input Item 3 hool ervices 9 of alifornia Community Day School Waiver Worksheet Districts with fewer than 2 501 ADA may apply for a waiver for the Community Day School Program To ensure that eligible districts compute this waiver amount correctly a worksheet for this purpose appears after the Community Day School input screen Schedule HS Attached As noted in Section I revenue limit worksheet Schedule HS PERS Reduction for sworn peace officers for districts with special contracts with PERS applies only to a handful of districts and this worksheet was not programmed into RevLim Release 9 1 Instead a blank worksheet for 2007 08 appears after the data input screens at the end of this manual The few districts that need to use this worksheet should perform the calculation shown and enter the result in the Form K 12 input screen input item 12 hool ervices 10 of alifornia IH HARDWARE SOFTWARE REQUIREMENTS l Computer An IBM or IBM compatible Pentium II 400 MHZ wit
44. r Funding for P 1 and P 2 Greater of 0 or Line 1 minus Line 10 For Annual Greater of 0 or Line 5 minus Line 10 Line 11 0 hool ervices 42 of alifornia hool ervices of alifornia Attachment 2 to Schedule Z REPORTING COMMUNITY DAY SCHOOL ADA FOR SCHEDULE Z ADA for Base Revenue Limit Community day school ADA for all students including those attending four hours five hours or six hours a day is to be reported as part of the regular 2007 08 ADA for the Schedule B since this ADA generates regular revenue limit income Per statutory law community day school ADA is based on fixed divisors of 70 days for the First Principal ADA report 135 days for the Second Principal ADA report and 180 days for the annual ADA report Using the fixed ADA divisors allow a student to generate more than one ADA for programs that operate more than 180 days during the school year ADA Earning the Bonus The community day school ADA eligible for bonus funding is to be reported in the Schedule Z input screen as follows gt For 5 hour ADA report the ADA for all students who attend for five hours in a day including students who attend a 6 hour and gt For 6 hour ADA report only the ADA for students who attend for a sixth hour Consider as an example a school district that has three students who attend community day schools for only five hours a day and 10 students who attend community day schools for all six hou
45. r School Safety Personnel 1 e sworn peace officers covered by PERS A 196 B Exclusions to 2007 08 Salaries Reported in Line A 1 Salaries for positions or portions of positions supported totally by federal funds subject to supplanting restrictions B 1 197 2 Salaries for positions supported by funds received to fund a court ordered desegregation program if the court order is still in force E C 54203 a 1 B 2 198 3 Salaries for positions supported to the extent of employer contributions not B 3 199 exceeding 25 000 by any single educational agency from a revenue source determined on the basis of equity to be properly excludable from the provisions of this subdivision by the Superintendent of Public Instruction with the approval of the Director of Finance Note The total amount of salaries reported on this line and Line B 3 of Schedule H cannot exceed 274 003 at the estimated 2007 08 PERS rate of 9 124 4 Total Exclusions Sum of Lines B 1 B 2 and B 3 B 4 200 C Adjusted 2007 08 Salaries Subject to PERS Line A minus Line B 4 C 201 D PERS Reduction Based on 2007 08 Salaries la 1981 82 PERS Rate 0 13020 202 1b 2007 08 PERS Rate for School Safety Personnel 903 lc Change in PERS Rate report as negative number if 2007 08 rate is greater than 13020 D Ic __ es 204 2 Computed PERS Reduction Line C times Line D 1c round to whole number D 2 517 E PERS Reduction Proration Factor
46. r your district s 2006 07 adult base revenue limit per ADA from 2006 07 Form S School District Adult Education Funding Line 4 3 DID 470 Enter your district s 2006 07 Adult ADA Cap School District Adult Education Funding Line C 5 DID 475 If the district did not fully utilize its Adult ADA cap in both 2005 04 and 2006 07 enter 50 of the lesser ADA level not used Enter the number of CDE Approved Growth ADA funded in 2007 08 if any over and above the 2 50 increase that is funded School District Adult Education Funding Line C 4 Enter the 2007 08 estimated annual mandated adult program ADA CDE s Attendance Software Sum of Lines B 2 B 3 and B 4 Enter the number of approved adult CalWORKS GAIN ADA that will be used in 2007 08 above the district s Adult ADA Cap School District Adult Education Funding Line G 4 Cancel 2007 08 DID 459 0 00 471 0 00 0 00 474 0 00 476 0 00 485 0 00 Oa 742007 hool ervices of al ifornia 44 2007 08 RevLim for Net Global Variables COLA amp Other Factors ay File Total Reverme Limit Property Taxes amp State Aid Form K 12 ADA Report Schedule B Beg Teacher Salary Adj Schedule BTS Community Day School Adj Schedule Z Hourly Programs Capped Schedule D Hourly Programs Uncapped Schedule P Meals for Needy Adj Schedule G Necessary Small School Adj Schedule F Elem and H S PERS Reducti
47. report estimated fraction of PERS Reduction that is bought out in 2007 08 report 0 0000 if 2007 08 PERS Rate for School Safety Personnel is greater than 0 13020 E 518 F 2007 08 PERS Reduction for School Safety Personnel Line D 2 times 1 00 minus Line F Report here and on Form K 12 Line D 5 F 205 hool ervices 49 of alifornia
48. rict residents only in charter schools that converted from public schools to charter schools on or after July 1 2006 or all district sponsored charter schools in a district that was basic aid in 2006 07 see Schedule B Line C 3a b Decrease a district s state aid by 1 the unrestricted expenditures per ADA at the school in the year prior to conversion increased annually by the district s percentage increase in base revenue limit from COLA deficit reduction and equalization aid or for a district that was a basic aid district in the prior year the 2007 08 charter school funding model unrestricted block grant for the ADA used in a above Form K 12 Line D 21 These adjustments apply to the sponsoring school district This term as defined in Education Code Section 47632 j means The school district that approved the charter school In the case where a county board of education approves a charter school after it is denied by a school district the school district that initially denied the charter hool ervices ZA of alifornia When a charter is granted by the State Board of Education the sponsoring agency is the local educational agency that has agreed to assume supervisorial and oversight responsibilities or if such an agency is not designated the school agency that initially denied the charter For pupils attending a county sponsored county community school charter school based on parental request the
49. rs a day and where there are no unexcused absences This district would include 13 ADA as part of the regular ADA in Schedule B plus report 13 5 hour ADA and ten 6 hour ADA in the Schedule Z input screen Although this may seem like double counting of ADA for students who attend a 6 hour program it actually makes sense since the sum of the reported 5 hour and 6 hour ADA is multiplied by half the full bonus amount per ADA To reiterate a student who attends a community day school for six hours must be reported as both one 5 hour ADA and one 6 hour ADA since these two ADA are then multiplied by half the full bonus amount to yield the full bonus funding for 2007 08 See the Schedule B input screen item 2a 43 2007 08 RevLim for Net 2007 08 Adult Education Revenue Limit Form ay File Total Revere Limit Property Taxes amp State Aid Form K 12 ADA Report Schedule B Beg Teacher Salary Adj Schedule BTS Community Day School Adj Schedule Z Hourly Programs Capped Schedule D Hourly Programs Uncapped Schedule P Meals for Needy Adj Schedule G Necessary Small School Adj Schedule F Elem and H 3 PERS Reduction Schedule H Adult Education Revere Limit Form 3 fctive Data Set Name September 2007 Edit Windows Help E k A SF g BRAA SA Open Import Export Save SaveAs Delete Print Preview Help Exit Ente
50. ry or high school districts the ADA in funding model charter schools Input Item 4c and d the ADA of district residents attending a county approved county community school charter school based upon parental request Input Item 4d Clearly districts without charter schools have a simplification since no data needs to be reported for these various input items Adult Education AB 23 Chapter 502 2005 implemented a use it or lose it requirement for adult ADA and this requirement continues to be operative Pursuant to Education Code Section 52616 17 a 1 if a district didn t fully utilize its adult ADA cap in both of the prior two years its adult ADA cap shall be reduced by one half of the lower amount not used in the prior two years This means that a district that didn t fully utilize its adult ADA cap in both 2005 06 and 2006 07 shall have its adult ADA cap permanently reduced in 2007 08 by 50 of the lesser amount not used Those districts that have a permanent reduction to their adult ADA cap must report this amount in the Form S Input Screen Input Item 2b Along with reducing the ADA caps for districts that didn t fully utilize them AB 23 also provides for additional growth for districts that have used or exceeded their adult ADA caps in the past Starting in 2007 08 programs that have an adult ADA cap of less than 100 ADA can receive up to 30 units of additional ADA and larger programs can also receive additi
51. sponsoring agency is the pupil s district of residence For pupils attending a countywide charter school who reside in a basic aid district that basic aid district is the sponsoring agency Charter School Data Input While all districts with charter schools need to correctly report the required data districts that have charter schools for the first time in 2007 08 should especially pay attention to the following data input items Form K 12 There are two input items that relate to 1 payments in lieu of property taxes made to a charter school by its sponsoring district Input Item 13d and 2 for unified districts and only for new conversion schools those that converted to charter status on or after July 1 2006 or all district sponsored charter schools in a district that was basic aid in 2006 07 the amount identified in Item 4b above Input Item 14 Schedule B There are four ADA related input items 1 an adjustment to prior year ADA relating to the net shift in pupils from district non charter schools in the prior year to district sponsored charter schools in the current year Input Item 1b 2 a rare adjustment for a district school that previously converted to being a charter school that converted back to being a district non charter school in 2007 08 Input Item 1 3 the report of current year charter school ADA for an all charter district that is funded through the district s revenue limit 1 e and not t
52. talled Also additional copies of this manual may be made for internal use only The Software may not be sublicensed rented leased or given to any other agency Your installation and or use of RevLim for Windows 9 1 signifies that you agree to these restrictions hool ervices of ali fornia I INTRODUCTION Compared with 2006 07 2007 08 is pretty much a status quo year The statutory COLA of 4 53 is fully funded but there is no additional funding for equalization aid nor any additional funding for districts facing declining enrollment However there is one new provision of law that helps districts with declining ADA and charter schools see Relief for Districts with Declining ADA and Charter Schools in Section II SSC s Revenue Limit Calculation Software Package for 2007 08 Release 9 1 has been updated for the final 2007 08 State Budget package including the 4 53 COLA the 2007 08 PERS rate and estimated PERS buyout percentage This software was developed to make 2007 08 K 12 revenue limit computations simple and convenient It calculates Form K 12 and supporting schedules plus Form S the adult education worksheet Form R the calculation of the revenue limit for regional occupational centers and programs ROC Ps is not included in this software Schedule HS PERS Reduction for school districts with special contracts with PERS for sworn peace officers is not included in the software because it applies only to a handful
53. tion Revere Limit Form 3 Global Variables 1 fctive Data Set Name September 2007 08 2 7 2007 hool ervices 31 of al ifornia 1 2007 08 RevLim for Net 2007 08 Beginning Teachers Salary Adjustment Schedule BIS ay File Edit Windows Help o x 5 wy M A TotlRvmeLnt M eE EE A amp Bug A Property Taxes amp Open Import Export Save Saves Delete Print Preview Help Exit State Aid Form K 12 ADA Report Schedule B 2007 08 DID Beg Teacher Salary Adj Schedule BTS l Did your district participate in BTS 1 the 1999 00 Beginning Teacher Salary Program designed to raise starting teachers Commmity Day School salaries to a minimum of 32 000 Y N Note Enter Yes Adj Schedule Z only if beginning teachers salary rates in 2007 08 are at least as high as oe were in 1999 00 after the program was Hourly Programs implemented Capped Schedule D N 2 If your district participated in BTSH2 the 2000 01 Beginning Teacher Salary Program designed to raise starting teachers Hourly Programs salaries to a minimum of 34 000 enter the amount per ADA 000 per Uncapped Schedule P from 2006 07 School District Beginning Teacher Salary Line B 4 DID 132 Report zero if the district s 2007 08 Beginning Meals for Needy Adj Teacher Salary rates are below those of 2000 01 132 o 00 Schedule G Necessary Small School Adj Schedule F Elem and HS PERS Reduction Schedule H
54. tion Schedule H ay File Edit Windows Help oO x N Toil Revene Limit M E AN BEA g A Property Taxes amp Open Import Export Save SaveAs Delete Print Preview Help Exit State Aid Form K 12 ADA Report 2007 08 Schedule B Enter the following estimated data for your district DID Beg Teacher Salary 1 Total 2007 08 Salaries for Employees Covered by PERS exclude salaries for block grant Adj Schedule BTS funded charter schools and sworn peace officers School District PERS Line 4 1 183 fo Commmmity Day School 2 Exclusions to 2007 08 Salaries Reported in Line 1 above Adj Schedule Z 3 ma Be a Salaries for positions or portions of positions supported totally by Federal funds subject to 184 b supplanting restrictions School District PERS Line 4 2 0 Hourly Programs SAPLA E b Salaries for positions supported by funds received under the Target Instructional Improvement Blocks Grant and used for a Court Ordered Desegregation order still in effect Hourly Programs fie pursuant to E C 54203 a School District PERS Line A 3 185 o Uncapped Schedule P c Salaries for positions supported to the extent of employer contributions not exceeding Meals for Needy Adj 25 000 by any single educational agency from federal aid for child nutrition or a district Schedule G specific waiver granted prior to 2006 07 Note This amount cannot exceed 644 equal to 25 000 divided by the 2007 08 PERS rate
55. uction that is bought out by the 39 1 million appropriation estimated to be 14 7 will surely vary from apportionment to apportionment Additional Deficit Factors In recognition that unexpected deficits may again be applied to some revenue limit components in 2007 08 deficit factors for the following programs are included as Global Variables The Core Academic Hourly Program input item 5b 1 This item has been preset to 0 88 reflecting 88 funding and an estimated 12 deficit The Capped Grade 2 6 Hourly Program for pupils who are at risk of retention or who have an academic deficiency input item 5b 2 This item has been preset to 0 72 reflecting 72 funding and an estimated 28 deficit e The mandated Grade 2 9 Hourly Program for pupils who have been retained or recommended for retention input item 6a This item has been preset to 0 86 reflecting 86 funding and an estimated 14 deficit The mandated Grade 7 12 Hourly Program for pupils who have not demonstrated sufficient progress to pass the High School Exit Exam input item 6b No deficit is currently anticipated for this program hool ervices 4 of alifornia The Community Day School Adjustment input item 8c Given the deficits in this program in prior years this factor has been preset at 0 95 reflecting the anticipation of 95 funding and a 5 deficit PERS Reduction Buyout Factor One of the goals of the RevLim software has always
56. ustments after the subtraction of local revenue such as the county office transfer hourly programs and community day school adjustment Schedule D Supplemental Instruction Core Academic Program and the Grade 2 6 Portion of the Pupil Promotion and Retention Program Schedule F Necessary Small School Allowance Schedule G Meals for Needy Pupils Schedule H PERS Reduction PERS Reduction for School Safety Personnel only for districts with a special contract with PERS Supplemental Instruction Remedial i e Grade 9 12 CAHSEE Program and the Grade 2 9 Portion of the Pupil Promotion and Retention Program To see the CDE exhibits for your district go to http www cde ca gov fg aa pa index asp and click on the link for the most recent certification At the request of clients wishing to perform what if calculations none of the Global variables in this Release 9 1 software have been fixed That is the set of Global variables has been preset to match the adopted budget but all of the variables can still be changed including the COLA and PERS rate Care should be taken not to change any of the Global variables unnecessarily This manual describes all the software s features as well as how to initially install the software and designate the model of printer used If you previously used SSC s 2007 08 Release 9 0 RevLim software then use of Release 9 1 will be simple hool ervices 9 of alifornia hool At a minimum al
57. xes amp Open Import Export Save Saves Delete Print Preview Help Exit State Aid Form K 12 2007 08 DID ADA Report Schedule B Page 2 Beg Teacher Salary Adj Schedule BTS 5 Report any other 2007 08 revenue limit adjustment subject to deficit newly authorized by state law School District Revenue Limit Line B 276 o 6 For an all charter district report a the district s base revenue limit minus the statewide average for the same type of district but not less than zero times b the growth in nonresident ADA since the base year report this amount as Community Day School Adj Schedule Z Hourly Programs a positive number School District Revenue Limit Line B 8 217 o Capped Schedule D 7 Report the 2007 08 estimated ADA loss due to class size penalties 0 00 Hourly Programs z Uncapped Schedule P 8 Unemployment Insurance Adjustment Meals for Needy Adj a Report the 2007 08 district total estimated expenditures for unemployment Schedule G insurance including expenditures for all funds Exclude costs for block grant charter schools Unemployment Insurance Revenue Line 4 1 012 C Hecessary Small School i b Report the 1975 76 actual expenditures for unemployment insurance from giid e 2006 07 DID 526 Unemployment Insurance Revenue Line A 2 526 jo PERS Reduction Schedule H Adult Education Revere Limit Form Leta fctive Data Set Name September 2007 O82 7 2007
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