Training and Presentations
Contact Information
These trainings and presentations offer non-authoritative guidance in understanding and applying OSPI, State, and Federal requirements. Authoritative guidance may be found under the Instructions and WAC links on our website. This site is under development. Check back here frequently for new content!
Apportionment Report Training Materials Provided Fall 2015
- 2015-16 Prototypical School Funding Formula (Power Point)
- 2015-16 Apportionment Reports Guide
- 2015-16 Apportionment Reports Overview
- 1197 Report
- 1191 Combined Report *Includes 1191, 1191ED, 1191 EE, 1191 EM, 1191 EH, 1191 MSCTE, 1191 CTE, 1191 SC, and 1191 MSOC.
- 1191 SN Report
- 1220 Special Education Funding Report
- Planning Time Percentages
- CTE and Skill Center Formulas not on apportionment reports
WASBO Presentations
- 2019-20 Accounting Changes - Paul Stone provides an update on revisions to the 2019-20 school year Accounting Manual, and changes made to the chart of accounts and fiscal reporting.
- 2018-19 School Financial Services Update - Ralph Fortunato provides a school financial services update.
- 2019-20 School Financial Services Budgeting Update - Mike Dooley provides a school financial services budgeting update.
- 2019-21 Biennial Budget Update - Michelle Matakas and T.J. Kelly review what we know of the 2019 legislative session to date relating to School Apportionment and Financial Services.
- Enrollment Reporting Update - Becky McLean presented on current enrollment issues including the FTE change for 2018-19.
- 2017-18 School Financial Services Update - Ralph Fortunato and Paul Stone provided updates to the 2017-18 school year financial reporting (F-196).
- Understanding Levies and Local Effort Assistance - Michelle Matakas and Melissa Jarmon provided information on understanding Levies and Local Effort Assistance.
- SAFS Hot Topics - Michelle Matakas and T.J. Kelly reviews what we know of the 2017 legislative session to date relating to School Apportionment and Financial Services.
- Enrollment Reporting Update - Becky McLean presented on current enrollment issues.
- 2016-17 School Financial Services Update - Paul Stone discussed amendments to the 2017-18 school year accounting manual, and changes to the 2016-17 school year financial reporting (F-196).
- 2017-18 School Financial Services Update - Paul Stone provided an update on accounting changes and budgeting for the 2017-18 school year.
- K-3 Funding Formula Walk-through - Melissa Jarmon provided an explanation on the calculation and how to spot errors in the reports.
- School Apportionment Hot Topics - T.J. Kelly presented the hot topics in school apportionment.
- SB 6195 Data Collection - Michelle Matakas and T.J. Kelly presented on the proposed structure of the compensation data collection as required in SB 6195.
- SB 6195 Proposed Compensation Categories and Sub-Categories - Michelle Matakas provided this list as a reference to the potential compensation categories which districts may need to report.
- Hot Topics and Legislative Update - JoLynn Berge, Kim Brodie, Mitch Denning, and T.J. Kelly contributed to a two hour long session addressing recently passed legislation and apportionment hot topics.
- Enrollment Reporting Update - Becky McLean gave a presentation on the transition to school level enrollment reporting for the 2016-17 school year.
- 2015-16 School Financial Services Update - Ramona Garner and Paul Stone discuss amendments to the 2015-16 school year accounting manual, and changes to the 2015-16 school year financial reporting (F-196).
- 2016-17 School Financial Services Update - Mike Dooley and Paul Stone provide an update on accounting changes and budgeting for the 2016-17 school year.
- 2015-16 F-196 WASBO Small Schools/ABC Presentation (August 24, 2016)
- School Financial Services 2015-16 Update Mike Dooley and Paul Stone give an update on accounting guidance and budgeting procedures for the 2015-16 school year.
- School Apportionment Hot Topics T.J. Kelly reviews what we know of the 2015 legislative session to date relating to School Apportionment and Financial Services
- School Financial Services 2014-15 Update Ramona Garner and Paul Stone discuss amendments to the 2014-15 school year accounting manual and changes to the 2014-15 financial reporting (F-196 process).
- School Apportionment Hot Topics T.J. Kelly presented some of the hottest topics in school apportionment.
- School Financial Services Update (PPT) Daniel Lunghofer, Paul Stone, Mike Dooley, and Ramona Garner presented on late changes to the Accounting Manual for 2013-14, new changes to the Accounting Manual for 2014-15, changes to the F-195 for 2014-15, and changes to the F-196 for 2013-14.
- To/From Transportation Accounting Allan Jones, Daniel Lunghofer, Paul Stone, Marilyn Sollers (ESD 189), and Ruth Russell (University Place School District) led a round-table discussion on how to do to/from transportation accounting. This PowerPoint framed the conversations.
- Maintenance of Effort Daniel Lunghofer gave a presentation on Maintenance of Effort, looking at the Federal Cross-Cutting test and the Special Education Maintenance of Effort test. Copies of the test templates are available on the SAFS tools page.
- McCleary Update Andrea Cobb and JoLynn Berge gave a presentation talking about the McCleary funding decision by the court, including some background, where we're at now and where we still need to go.
- Leg Update JoLynn Berge presented some of the actions that took place during the 2014 Legislative session, as well as a few Community Eligibility provision for Federal programs.