A new template (release 3 dated 03/26/13) is now available for download. This template is basically the same as the previous Release 2 except that another year has been added. Also, a new tab labeled "Weights" has been added that will allow the user to run "what-if" scenarios on possible changes to law. The Effective M&O Tax Rate calculations have been updated to the 2013-14 school year as well.
A new template (release 2 dated 01/07/13) is now available for download. This template is basically the same as the previous Release 1 except that another year has been added. Also, a new tab labeled "Weights" has been added that will allow the user to run "what-if" scenarios on possible changes to law. The Effective M&O Tax Rate calculations have been updated to the 2013-14 school year as well.
A new template (release 1 dated 12/10/12) is now available for download. This template is basically the same as the previous Release 9 except that another year has been added. Also, a new tab labeled "Weights" has been added that will allow the user to run "what-if" scenarios on possible changes to law. The Effective M&O Tax Rate calculations have been updated to the 2013-14 school year as well.
A new template (release 9 dated 8/20/12) that includes the calculations for the Effective M&O Tax Rate and the Notice is now available for download. This release is also in a new format designed to more closely mirror the format now being used by TEA on the Summary of Finances. As usual, please check periodically for updates.
A new template (release 8 dated 8/5/12) that includes the calculations for the Effective M&O Tax Rate and the Notice is now available for download. This release is also in a new format designed to more closely mirror the format now being used by TEA on the Summary of Finances. As usual, please check periodically for updates.
A new template (release 7 dated 5/22/12) that includes the calculations for the Effective M&O Tax Rate and the Notice is now available for download. This release is also in a new format designed to more closely mirror the format now being used by TEA on the Summary of Finances. As usual, please check periodically for updates.
A new template (release 6 dated 5/8/12) that includes the calculations for the Effective M&O Tax Rate and the Notice is now available for download. This release is also in a new format designed to more closely mirror the format now being used by TEA on the Summary of Finances. As usual, please check periodically for updates.
A new template (release 5 dated 4/27/12) that includes the calculations for the Effective M&O Tax Rate and the Notice is now available for download. This release is also in a new format designed to more closely mirror the format now being used by TEA on the Summary of Finances. As usual, please check periodically for updates.
Release 4 dated 12/13/11 is still available for download should the district want to reconcile the 2010-11 final Summary of Finance with the template.
A new template that reflects the school finance provisions contained in SB 1 for the 2011-12 and 2012-13 school years is now available (release 4 dated 8/3/11). The template can also be used for the 2010-11 school year as well, as it reflects the latest from TEA for that year (ADA decline adjustment and property value decline adjustment will not be made). As usual, please check periodically for updates.
A new HB 3646 template (release 2 dated 2/10/10) has been developed with new users in mind. It is the same as the HB 3646 template linked in the first paragraph, except that it has been expanded to include descriptions about the data being entered and explanations of some of the calculations
A new manual worksheet that contains the HB 3646 state aid calculations for 2009-10 (Release 1, dated 9/18/09) is now available for download.
A new "reality check - part 3" state aid template (Release 4 dated 4/2/09) that includes the 2009-10 and 2010-11 school years is now available for download. This template is the same as the previous "reality check - part 2" template, except that the 2010-11 school year has been added.
A new "reality check" state aid template (2008-09 only - Release 2 dated 10/6/08) is now available for download. This template will auto-load all the data needed for state aid calculations, using "LPE" data from the Summary of Finances. A column has been added to allow the user to enter the latest, "real" data available, so that a side-by-side comparison can be made between the state aid being used for cash flow purposes and the estimated earned amount of state aid.
Woody Brewton, Region 12, has developed a template designed to assist districts in meeting the recording requirements of HB 3693, which relates to reducing energy consumption. The following link will take you to this template: http://staffweb.esc12.net/~gbarker/html/templates.html
A version of the 2010-11 Financial Integrity Rating System of Texas (FIRST) template (Release 1 dated 2/10/2011) that uses 2009-29 data is now available for download.
Woody Brewton, a Field Service Agent at Region 13 ESC, has expanded the 2008-09 state aid template to incorporate actual attendance data after each six weeks. The "LPE" amounts are brought in and compared to the amounts currently being earned ("DPE") on the 'SOF0809-HB1' worksheet of the template based on actual student counts. The district can thus determine whether it may be overpaid at the end of the year. Single track templates are can be found here. Multi-track templates are also available. If you have any questions on this template, you can contact Woody Brewton at 254-709-0545 or wbrewton@esc12.net.
A cash flow template is also available for download. This template was developed with the assistance of ESC XII and TEA.
A new Child Nutrition Fund budgeting template has been developed for the 2004-05 school year and is available for download.
