Northwest AEA is offering two School Budget Workshops in February. Your district’s school budget forms for 2012-13 may be completed in a single work session! Larry Sigel will facilitate the workshops.

There are two sessions to choose from:
    Tuesday, February 28, 2012, NWAEA Office, Sioux Center
    Wednesday, February 29, 2012, River Valley High School, Correctionville

The budget workshops will run differently this time around due to feedback we received this past year. The day will be split into 2 sessions. Please choose either:
Session 1: 9 a.m. – 12 Noon for superintendents and business managers that have been through the budget process several times and that have FY11 Worksheet 1, Worksheet 2 and FY12 re-estimated Worksheet 1, Worksheet 2 completed and ready to go.
 Session 2: 1 p.m. – 4 p.m. for newer superintendents and business managers that haven’t been through the budget process or need a little extra guidance. They are not required to have anything completed prior to attending.

Both the superintendent and board secretary/business manager are encouraged to attend. Please submit the names of those attending from your district so we can get a lunch count.

There is no cost to the districts for this workshop. (The AEA pays $200 for each district attending.) A list of the informational items you must bring to the workshop is included below. You are encouraged to arrive at least 15 minutes ahead of the scheduled start time.

Registrations can be emailed to Gloria Miller at gmiller@nwaea.org, called in to her at 1-800-572-5073 or send by van mail to her at the Northwest AEA Sioux Center Office by February 15, 2012.

Items Needed
•  Department of Management 2011-2012 final Aid & Levy print- out from Lisa Oakley dated approximately June/July, 2011.
•  Copy of the 2011-2012 Certification of Taxes from the Department of Management (mailed with Department of Management’s final Aid & Levy printout).
•  1-1-2011 valuations and tax increment financing from each county auditor and having assessed valuation within the district. You should receive in early-January a summary for your district will be available on the DOM website.
•  At-Risk (dropout), Special Education deficit letter or other School Budget Review Committee approvals for the 2012-2013 budget year.
•  Previous year’s budget forms from 2011-2012 school year which were completed and certified in April, 2011
•  Latest Unspent Balance Authority Report from the Department of Management. The latest version would have the heading “2012 Est.” on the last column and will be available in late-January, 2012.
•  Any Debt Schedules (Bonds & Interest) and Loan Agreement Schedules - include PPEL loans.
•  2010-11 CAR Cross-walk Report. You will need this report to complete the budget. Please bring your district ID and password in case you need to access these reports.
•  Aid and Levy, Tax and Program Summary FY 2012: From the link below, select your district and print and bring with - http://www.dom.state.ia.us/local/schools/files/FY12/AidLevyTaxAndProgramSummaryFY2012.xls
Reference Material which may be helpful:
• CAR (Certified Annual Report) for the 2010-2011 school year (including Special Education Supplement)
• Resolutions for Instructional Support Program, PPEL and PERL