Weekly Finance Newsletter - June 1, 2018

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June 1, 2018

FINANCIAL AND BUSINESS SERVICES

Financial and Business Services is made up of two divisions: School Business Administration,
and Financial Services. These Divisions report to Adam Levinson, CFO

2017-18 Special Year End Processing – Required State Compliance Reporting: Month 9, Principal Monthly Report (PMR)

Reporting Deadlines


All LEAs and charter schools are required to successfully submit the month 9 PMR report by COB on Monday, June 25, 2018.

 

The final Principal Monthly Report for the school year 2017-18, month 9 PMR, executes a special processing routine that re-evaluates all enrollment, membership, and attendance data posted to date.   This increases the accuracy of the final PMR and has the potential to trigger PMR fatal error messages that were not previously triggered.

 

The month 9 PMR must be run several times to achieve a successful submission.  LEAs and charters are encouraged to provide adequate time to work with the Home Base Support Center to correct any issues.

 

The successful submission of the month 9 PMR report is only achieved when all fatal exceptions and student violations are resolved prior to the month end collection date.

 

The timely submission of the month 9 PMR report will avoid delaying the PowerSchool End-of-Year process. A delay in the PowerSchool End-of-Year process can have state-wide implications on the availability of the 2018-19 PowerSchool.

 

If you need assistance with making corrections, open a help desk ticket using the Web Portal at https://nc-myit.us.onbmc.com/  (login with your NCID), enter PMR EOY Request in the subject area, or call 919-807-4357.  This will ensure your issue is recorded and responded to in a timely manner.

 

The following resource links are provided to assist with resolving PMR error messages: 

 

Question concerning the month 9 PMR special processing should be addressed to LaShon Creech, School Business Division, LaShon.Creech@dpi.nc.gov or 919-807-3727.

 


Survey icon

REMINDER Inclement Weather Survey Due June 22, 2018

Days Missed for Inclement Weather Survey: All LEAs are REQUIRED by Legislation to complete the Days Missed Survey for school year 2017-2018. LEAs ONLY (No charter schools), please complete the online survey and submit by June 22, 2018. The survey can be found at the following link: https://www.surveymonkey.com/r/L8BT2SF or on the Financial Business Services website at www.ncpublicschools.org/fbs/ under “What’s New.” If you have questions about the survey, please contact LaShon Creech at lashon.creech@dpi.nc.gov or (919) 807-3727.


School Allotment Reminders:

ABC Transfers - The deadline for submitting ABC Transfers for FY 2017-18 has passed.

 

Regular Revision/Federal Approvals – The deadline to received revision items (Including Federal Grant Approvals) is June 6 to be processed for FY 2017-18.  Please review your records and follow-up on any funding that your LEA was expecting that has not been processed before June 6.

 

Please contact the school allotments section if you have questions at 919-807-3739.

 


Opt-in to Home Base: Three Reasons Why You Should

HB_optin

There are three good reasons why you should opt into Home Base for 2018-19 - teacher and administrator access to the following:

 

1)   Schoolnet

 

2) Truenorthlogic

 

3) Canvas!

 

Schoolnet offers administrators and teachers the ability to create formal and informal assessments.  Assessments are tracked through reports and dashboards within the tool for analyzing student data in the classroom and across districts.  Additional features include Text to Speech, Multiple Standards Alignment and Gap Match Technology-enhanced items.

 

Truenorthlogic gives teachers and principals a platform to house the tracking of certifications, evaluations, course catalogues, course enrollment, coaching and mentoring, and improvement plans for professional development (PD) all in one centralized location.  Two of the more popular functions used in the system are PD Diagnostic and PD Learning Management.  PD Diagnostic assesses teachers’ strengths and weaknesses.  PD Learning Management manages PD course rosters and registration and connects the information back to the teacher’s profile and evaluation.

 

Canvas, a 21st Century Learning Management System (LMS), provides reliable, customizable and user-friendly functionality.  What sets canvas apart from other LMSs? A dashboard page that quickly summarizes assignments and announcements, a calendar that integrates well with Google Calendar, iCal and other popular calendar tools, support for media content, and power of the cloud.  All of this, plus mobile access is a convenience and time saver to teachers.

 

Opting into Home Base is a breeze, but only district finance officers and charter school principals may submit requests through the online opt-in tool for their district/school.  For complete details about the Home Base opt-in process, visit the Home Base website’s Opt-in to Home Base page.


Program Enhancement Teachers (LEAs Only)

DPI has added the purpose code 5130 for Program Enhancement Teachers into the 2019 Chart of Accounts (COA).  Review the changes in the 2019 COA within the Budget Utilization and Development System (BUD) and the Budget and Amendment System (BAAS).

 

Funding for the program Enhancement Teachers includes the following:

 

  • Arts-dance, music, theatre and visual arts – Purpose Code 5132

  • Physical Education and health – Purpose Code 5133 

  • World Languages – Purpose Code 5134 

  • Others defined by the State Board of Education (none at this time) 

If you have questions, please contact Roxane Bernard at roxane.bernard@dpi.nc.gov.


PRC073 E-Rate Category 2 funding from DPI – act now!

 

USAC has been very aggressive in approving Category 2 funding. So far, about half of Funding Year 2018 Category 2 requests have received Funding Commitment Decision Letters (FCDL). The DPI portion of all requests is $9.6M, which is within our budget forecast. The legislature’s budget bill appears to be final and veto-proof, so DPI will have its funding early in July, rather than later. All of this together means two important things:

  1. Your District/Charter will receive your funding from DPI in July, if an FCDL has been issued, or shortly after you receive an FCDL.  
  2. If you wait until you have your funds from DPI before placing orders, you are going to be at the end of a very long line with your vendors, which will be frustrating to you. Most vendors are currently idle, waiting on your orders, and would love to start setting up schedules for installations.

 

If you already have your FCDL, our strong recommendation is that you begin placing your orders with your vendors now.

 

The terms of the DPI contracts are Net 30, which means payment is due within 30 days of the completion of work. It will take your vendor a couple of weeks to process the orders, then a couple more to deliver them if it is just for hardware. Now that we are in June, there is no way any vendor will be able to completely deliver your order before your DPI funds will be available. We encourage you to place your orders as soon as possible after receiving your FCDL from USAC.

 

For questions about e-Rate filing, please contact Mike Ramsey at michael.ramsey@dpi.nc.gov.

 


Charter School check mark

Charter Schools Only

 

Charter School ADM (Average Daily Membership) Projection System:

Phase II Final Verification - Initial ADM – Due June 1 – 15, 2018

 

The Charter School Average Daily Membership Projection System (CSADM) is an online system designed to assist each Charter School Administrator and Board Chair with improving the accuracy of key components in the budgeting process.

 

CSADM Phase II, Final Verification – Initial ADM will accept submissions beginning June 1, 2018 – June 15, 2018 only.

 

The Phase II data will be used for the first installment of the annual allotment and will be the maximum actual ADM that the school may be funded on for SY 2018-19.

 

Phase II Final Verification - Initial ADM submissions are required for:

  • current charter schools with 2017-18 school attendance,
  • new charter schools approved by the State Board of Education to open July 1, 2018 and
  • new University of North Carolina (UNC) Laboratory schools scheduled to open July 1, 2018.

 

Charters are encouraged to review the Preliminary Phase II Review and Preparation Guidelines document  ://www.ncpublicschools.org/docs/fbs/charterschools/csadmphase2review.pdf .

 

The document serves as a guide to assist charters with determining if the ADM they plan to enter in Phase II may also require entering a student breakdown.  Previewing this document will minimize the time needed to complete the Phase II submission (June 1 – June 15, 2018).

 

Information about the CSADM Phases and how to subscribe is available at:  The Financial and Business Services, Charter Schools Financial Operations, CSADM www.ncpublicschools.org/fbs/charterschools/ .  The CSADM is accessible at https://schools.nc.gov/csadm .

 

Question concerning CSADM should be addressed to Angela Harrison, School Business Division, angela.harrison@dpi.nc.gov or 919-807-3734.

 

 


CORRECTION - 2018-19 Indirect Cost Rates Posted Online  

The restricted and unrestricted indirect cost rates for FY 2018-19 will be posted today, Friday, June 1, 2018, to the Fiscal Compliance and Reporting page under the “Indirect Cost Rates” heading and under What's New. The indirect cost reports should be available on NetView and uploaded to BAAS early next week. Please contact Irwin Benjamin at (919) 807-3364 with any questions.

 

Correction

Deadline

Closing Procedures for Fiscal Year 2017-18

 

Closing procedures for Fiscal Year 2017-18 have been posted to our website.  Please follow the link below for access.  http://www.ncpublicschools.org/fbs/