Office of School Finance
July 10, 2020
Form 9
Form 9 financial data for the period of January to June 2020 is due on or before July 31. For the most recent Form 9 information, please review our OSF- Form 9 Special Edition of Smore. For assistance with Form 9 Steps 5-7, please see the summary at Supplemental Schedules.
If you have any questions or are having issues with data submission, please include your school corporation number in the subject line and email Form9@doe.in.gov.
Deadline: July 31
FY 2021 State Tuition Support
Please read the memo regarding the July payment of State Tuition Support.
If you have questions, please contact Amy Pattison or Melissa Ambre.
FY 2021 Appropriation Update
The Indiana Department of Education has worked with the State Budget Agency regarding FY 2021 state appropriations. Please see attached memo for details.
School Technology Advancement Applications
The Office of School Finance will accept School Technology Advancement Applications through July 17. School officials interested in submitting a STAA application can complete an online application. Details and a sample application can be found in Moodle.
Please send questions here.
Deadline: July 17
Annual Financial Report
I.C. 5-3-1-3 requires the secretary of each public school corporation to publish an Annual Financial Report (AFR). The Report must be published one time annually, not earlier than August 1 or later than August 15 of each year. The statute also requires the IN Department of Education (IDOE) to develop guidelines for the preparation of and format of the Report.
Guidelines can be found in MOODLE Finance.
Deadline: August 15
Office of School Finance Annual Budget Workshop
Office of School Finance and other updates can be found in Moodle Finance under Tuition Support - Budget Workshop Information. FY 2021 State Tuition Support Worksheets are available in State Aid.
If you have questions, email Melissa Ambre or Amy Pattison.
FY 2021 Membership Count Dates
Indiana Department of Education (IDOE) will collect an average daily membership count of students in fall 2020 and spring 2021. The fall count date is September 18, 2020 and the spring count date is February 1, 2021. IDOE will use both counts to calculate FY 2021 Basic Grant distributions.
Please read the memo for details.
Help Us Help You
Form 9 Troubleshooting - Revised June 15
Form 9 Common Questions From Prior Submission
STEP 3 DATA SUBMISSION
Recommended Coding associated with Buses:
1) Bus purchase (not part of a loan or lease) account 27400 object 734
2) Gas account 27300 object 613
3) Lease payment account 53300 object 831
4) Bus loan payment account 51400 object 831
Use of account 26200
Ensure these are really operational costs and not constructional in order to correctly calculate
the Maintenance of Effort.
For self-insurance deposits on behalf of employees, be sure to use account 1971.
STEPS 5-7 SCHEDULES
Terminal Leave
● Character limit in column A of 25
● Character limit in column B of 20
● All cells in columns H and I must have an amount (use 0 if no amount)
● No commas
Capitalized Equipment
● Character limit in column A of 25
● No commas
● Make sure you save the file as “General” format EXCEPT for dates. Save the date
column as“Short Date”
Q: I’m building a fence. Would this be capitalized equipment?
A: No, this would be object 710.
Q: I’m repairing and upgrading my HVAC. Would this be capitalized equipment?
A: This would only be object 735 if a new unit is being purchased. Otherwise, use object 431.
Q: I’m upgrading our lighting. Would this be capitalized equipment?
A: No, this would be object 715.