YOUR DATA

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All data are categorized based on release date.

SEPT2017

(Information on these events coming soon)

SEPT 

LATEST DATA (9/13/16)

LATEST DATA (11/7/16 – November Conferences)

2016-17 LRFA template 11-10-16 WEB

This is the Updated and Improved Long Range Financial Analysis Template for used only by SSFC members that we discussed in detail at our November 2016 conferences.

 

LATEST DATA (September Conferences)

2016-17 6 yrs ter cwr frpl WEB 11-10-16

This is a working spreadsheet that contains members’ only data sets.  Copy and Paste a member school district’s BEDS number from the BEDS CODES tab into the top left corner (A1) of the RESULTS spreadsheet to reveal following metrics gleaned from state aid date files from SED: Tax Effort Ratios, Combined Wealth Ratios, Property Value Ratios, Income Value Ratios, Estimated Enrollments, and Free and Reduced Lunch percentages of the last 6 years.  Underneath this trend data will be a series of graphs that illustrate these metrics.  Each of these metrics is used in the Foundation Aid formula.  I will explain the workings of this spreadsheet at our conference in September.

 

Foundation Aid History Full 2016-17 WEB 11-10-16

This is a working spreadsheet that contains members’ only data sets.  Copy and Paste a member school district’s BEDS number from the BEDS CODES tab into the top left corner (B1) of the DISTRICT SUMMARY spreadsheet to reveal 2007-08 to present Foundation Aid data.  Included are: the amount of Foundation Aid received each year, the amount of Foundation Aid due to the district had the formulation been fully phased in, the dollar difference between the two amounts and the percentage between the two amounts and the “hypothetical” amount of Foundation Aid Over or Under funded has the formula “run”.  Additionally, underneath the spreadsheet is a graph that illustrates the Foundation Aid amount received and the “hypothetical” amount of Foundation Aid Over or Under funded had the formula “run”.  I will explain the workings of this spreadsheet at our conference in September.

 

SSFC Annual Session 1 2016

This session is about the initiatives taken by SSFC during the deliberation for the FY 2016-17 NYS budget that determined state aid to schools.  It also sets the stage for the challenges ahead.  Membership information is also provided.

 

SSFC Annual Session 2 2016.pdf

This session is about a number of items.  For the first time SSFC has included economic regional data as well as poverty and fiscal capacity data within its data sets.  This session includes data about the distribution of the full restoration of the GEA, the distribution of Foundation Aid increases, significant difference and variation within the Foundation Aid formula of fiscal capacity metrics within districts and regions.  Additionally the distribution of total foundation aid is examined based on fiscal capacity, FRPL and economic regions of the state.  The role of enrollment as a factor in Foundation is introduced.

 

SSFC Annual Session 3 2016

This session is about a number of items.  SSFC has included economic regional data as well as poverty and fiscal capacity data within its data sets.  The important role of enrollment is further explored with regard to Foundation Aid. Fiscal Capacity and FRPL are also examined with reference to enrollment.  Further examination is give to enrollment trends and its affect on the future of Foundation Aid.  The notion of a “hypothetical“ Over or Under Foundation Aid funding is introduced and examined as a matter of enrollment, Fiscal Capacity , FRPL and regionally.  The distribution of Foundation Aid per Student is introduced.  Additionally, inherent issues and some flaws in the formula are introduced.

 

SSFC Annual Session 4 2016

This session is about a number of items.  SSFC has included economic regional data as well as poverty and fiscal capacity data within its data sets.  This session examines “Total Aid”, in whole and in its parts.  The distribution of certain aid categories is illustrated to show what regions of the state and what demographics receive various types of aid.  The ration of aid to fiscal capacity, FRPL and region are shown.  Enrollment trends are used to sum up the aid picture going forward and the challenges faced by SSFC member districts.

NOV2015-300x26

 

This is the Long Range Budget Template for used only by SSFC members:

5-year-plan-2015-16 11 10 15 web

 

This is the tool that can be used to examine the creation of fund balances for use only by SSFC members:

Rev-Exp-Deltas-Detailed-12 5 15web

 

Session 5 Part X SSFC Annual Conference 2015

These PDF five (5) files contain all of the documents from Session 5 that include Long Range Budgeting Sample spreadsheets, Revenue and Expense Variance Delta Sample spreadsheets, Sample data from spreadsheets available on the SSFC website, Sample Comptroller findings, Reserve and Fund Balance analysis tools and samples, Tax Cap Issues and suggestions, Building Project Debt Service timing suggestions, state aid analysis and much more.

Session 5 Part 1 SSFC Annual Conference 2015

Session 5 Part 2 SSFC Annual Conference 2015

Session 5 Part 3 SSFC Annual Conference 2015

Session 5 Part 4 SSFC Annual Conference 2015

Session 5 Part 5 SSFC Annual Conference 2015

 

“Strategic Fiscal Plans” goals for the districts are noted with samples, advocacy suggestions and strategies.

Session 6 SSFC Annual Conf November 2015

 

SEP2015-300x26

 

 

2015-16 5yrs ter cwr frpl 11 10 15 (Excel file – will download)

These data are intended to assist districts to point out specific data sets that involved in state aid formulas.  These changing metrics are all part of the present (but largely inactive) Foundation Aid formula.  These metrics will play a large role in state aid calculations into the future. Further, these data are accompanied by other data sets that can be used by their district in concert with conference workshop materials to “find their dot” in the graphs presented. A series of data graphs accompany the chart.

Lookup Aid wo Bdlg Difference 2008-09 and 2015-16 11 10 15 (Excel file – will download)

Are you better off now than you were in 2008-09?  And to what degree? These data are intended to assist districts to point out specific data sets and problems that involved in state aid formulas.   Further, these data are accompanied by other data sets that can be used by their district in concert with conference workshop materials to “find their dot” in the graphs presented. A data graph accompanies the chart.

Total GEA Losses per District 2010-11 to 2015-16 WEB 11 10 15 (Excel file – will download)

This spreadsheet looks up district GEA from 2010-11 through 2015-16 and cumulatively. A data graph accompanies the chart.   These data are accompanied by other data sets that can be used by their district in concert with conference workshop materials to “find their dot” in the graphs presented.

Foundation Aid History Full 2015-16 WEB 9 12 15WEB   (This file is in Dropbox. Click on the link and then click DOWNLOAD to use the file.)

This spreadsheet looks up the level of Foundation Aid Funds received by the district from 2007-08 though 2015-16.  These data are also compared to the basic Foundation aid formula for each year to that a degree to which districts are under-funded or over-funded is illustrated. A graph accompanies the chart.   As the whole the data suggested huge problems with the equity, adequacy, sustainability or predictability of the current Foundation Aid formula.  Additionally, it points to the obtuse nature of state aid over the last 9 years at the hands of state government. A data graph accompanies the chart.

Session handouts for September 2015 Annual Conferences.

Session 1 SSFC Annual Conf September 2015

Session 2 SSFC Annual Conf September 2015

Session 3 SSFC Annual Conf September 2015

Session 4 SSFC Annual Conf September 2015

NOV2014-300x26

 

[Please note:  PDF files should open for you automatically.  Meanwhile, Excel files will download and will then require the Excel software to open for viewing. Depending on your browser or OS there also might be alerts that pop up reminding you that you're downloading a file from the internet.  This is determined by your security settings] 

5-year-plan-2014-15 11.2.14

This is a working spreadsheet template of a long range (5 years) plan for your district.  Use and modify as needed.  This will help you sort out issues and analyze your budget for the next 5 years.  You can alter the spreadsheet to create multiple scenarios if you wish.  I will explain the workings of this spreadsheet at our conference in November.

 

5-year-plan-2014-15 with data

This is a working spreadsheet template of a long range (5 years) plan partially filled in for a hypothetical district.  Use it to guide you as you work through the blank spreadsheet provided above.  Use and modify as needed.  Replace these data with your own if desired.  This will help you sort out issues and analyze your budget for the next 5 years.  You can alter the spreadsheet to create multiple scenarios if you wish.  I will explain the workings of this spreadsheet at our conference in November.

 

Lookup Aid wo Bdlg Difference 2008-09 and 2014-15 10 23 14v1

This is useful data.  This spreadsheet needs only your BEDS code from the included codes tab to come alive.  The spreadsheet is protected except for the BEDS code cell in the first tab.  After you enter your BEDS code as instructed you will be provided with  a one page chart and a one page graph with data relative you your district’s comparative situation based on state aid (without building aid).  The base year of 2008-09 is used (date used as basis for frozen Foundation Aid) until present (2014-15).

 

Advocacy Schedule 2014-15

This is a spreadsheet schedule of every Friday during the 2015-16 budget season when your legislator will be in their home office.  You can now schedule out visits.  Use it internally and/or with your other BOCES components to map your strategy to visit your legislators “early and often” to make your case for the elimination of the GEA and the creation and funding of a more equitable, adequate, sustainable and predictable Foundation Aid formula.  The spreadsheet can be modified.

 

Budget and state aid meeting Checklist

This is a spreadsheet of stakeholders that should be with you as you meet with legislators.  We don’t want to miss anyone who can help your cause.  Mix them up for multiple meetings to help convince your legislator that you have community support for your state aid efforts.  The spreadsheet can be modified.

 

FINALState of Our Schools 2014 ECASB

This is a handout created by the school districts represented by the Erie County Association of School Boards in Western NY.  They used it to illustrate the negative effects of the GEA on their districts since the GEA began in 2010-11 during a press conference in late October 2014.  Legislators were present and spoke about the GEA at the event.  Every BOCES should have a document like this for their legislative initiative.

 

ECASB press conference text

This is the text of the press conference noted above.  Note the outline of the press conference and the role of the legislators.

 

Session 5 SSFC Annual Conf November 2014V2

This is a PDF of my SSFC conference presentation in November 2014.

 

Session 6 SSFC Annual Conf November 2014v1

This is a PDF of my SSFC conference presentation in November 2014.

SEP2014-300x26

 

 

Basic data sets

These data are intended to assist districts to point out specific data sets that involved in state aid formulas.  Further, these data are accompanied by other data sets that can be used by their district in concert with conference workshop materials to “find their dot” in the graphs presented.

Gap Elimination Adjustment Restoration by Category

These data reveal what specific categories were used in the calculation of the 2014-15 restoration of the GEA as it piggy-backed off the 2013-14 formula.  Note Again almost a dozen categories of one metric or another as state government continues to restore the GEA too slowly and with little meaningful equity in this underfunded and misguided effort.

State Aid wo Bdlg Difference 2008-09 and 2014-15

These data are intended to assist districts to point out specific data sets that involved in state aid formulas.  Further, these data are accompanied by other data sets that can be used by their district in concert with conference workshop materials to “find their dot” in the graphs presented.

Total GEA Losses per District 2010-11 to 2014-15 SSFC 09 10 14  (Excel file – will download)

This spreadsheet looks up district GEA from 2010-11 through 2014-15 and cumulatively. A data graph accompanies the chart.   These data are accompanied by other data sets that can be used by their district in concert with conference workshop materials to “find their dot” in the graphs presented.

Foundation Aid History SSFC 2014-15 9 11 14 (Excel file – will download)

This spreadsheet looks up the level of Foundation Aid Funds received by the district from 2007-08 though 2014-15.  These data are also compared to the basic Foundation aid formula for each year to that a degree to which districts are under-funded or over-funded is illustrated. A graph accompanies the chart.   As the whole the data suggested huge problems with the equity, adequacy, sustainability or predictability of the current Foundation Aid formula.  Additionally it points to the obtuse nature of state aid over the last 9 years at the hands of state government.

 

DATA from second SSFC Conference, September 2014

(Notice:  You do not need a Dropbox account to view and download these files. If you are asked to create an account, click on the powerpoint outside of the ‘create an account’ box – and you’ll be able to view and download the file)

Session 1 SSFC Annual Conf September 2014  click here

 

These are the slides used in Session 1 of our second day of our SSFC Annual Conference September 2014.

 

Session 2 SSFC Annual Conf September 2014  click here

 

These are the slides used in Session 2 of our second day of our SSFC Annual Conference September 2014.

 

Session 3 SSFC Annual Conf September 2014  click here

 

These are the slides used in Session 3 of our second day of our SSFC Annual Conference September 2014.

 

Session 4 SSFC Annual Conf September 2014  click here

 

These are the slides used in Session 4 of our second day of our SSFC Annual Conference September 2014.

 

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Video from May 2014 – end of session.  Attempt by Senate Finance Committee to end the GEA in 2016-17!

TWO MORE YEARS? (They don’t seem to know how much the GEA actually is!)

[click below to view, share or download the video.  To download, click on VIMEO in the lower right hand corner and look for download icon.]

 

Archived Data from 2013

Click here to view 2013 workshop data

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