Schedule C: Designation of Textbook, Software, Library Materials and Hardware Expense

2.Complete this schedule if any of the following conditions apply in the chart below:
-The Maximum Aid Allocation for item 2A exceeds the ST-3 Expense in 1A; OR
-The Maximum Aid Allocation for Item 2B exceeds the ST-3 Expense in 1B; OR
-The Maximum Aid Allocation for Item 2D exceeds the ST-3 Expense in 1D.
Note: The expense reported for Library Materials (1C and 2C) does not trigger the need to complete this schedule.

3.The data displayed in items 1A-E and 2A-E on the table below will not be valid until you have entered and saved data for the following items. Please do not complete this schedule until you have entered and saved this data:

• 2021-22 SAMS Form A: Lines 1a., 1b., 2, 3, 4, 76, 77, 78, 79a., 80, 81, 82, 83, 88 & 89

Aid Area	1.District Reported 2021-22 Expense Eligible for Instructional Materials (ST-3)	2.2022-23 Maximum Aid Allocations	3.District Designated 2021-22 Expense for Instructional Materials Aids Calculations
A. Textbook
B. Software
C. Library Materials
D. Instructional Hardware
E. Total	Sum of 4 items above	Sum of 4 items above	Sum of 4 items above

Column 1: District Reported Expense: This column displays total district reported ST-3 expenditures for each category that are eligible for aid, except that the instructional hardware expense represents eligible reported ST-3 expenditures after any repair and staff development expenses have been capped at 20% of the maximum allocation.

Also, note that the Column 1 expenditure have been adjusted to remove any expenditures funded with monies from the Microsoft Settlement NYS School Technology Voucher Program as reported to State Aid via 2022-23 SAMS, ST-3, Schedule A5: General Fund Expenditures for the Microsoft NYS School Technology Voucher Program.

Column 2: Maximum Aid Allocations: The maximum allocation for each area is the appropriate district enrollment for the aid area multiplied by $58.25, $14.98 or $6.25 for Textbook, Software and Library Aids, respectively. The maximum allocation for Hardware Aid equals enrollment multiplied by $24.20.

Column 3: District Designated 2021-22 Expense for Instructional Materials Aids Calculations

•Designated expense (3A, 3B, and 3D) may exceed the reported ST-3 expense (1A, 1B, and 1D) within individual materials areas, but total designated expense (3.E.) may not exceed total reported ST-3 expense (1.E.,)

•Reported expense in one materials area (from column 1) may be designated for aid purposes as expense in one or more of the other areas (in column 3). (Example: reported expenses in 1A may be divided and designated to both 3A and 3D if necessary, to make sure that 3A and 3D meet or exceed 2A and 2D). This may be advantageous in cases where the reported ST-3 expenditures (1A, 1B, and 1D) for a given category exceed the maximum allocation (2A, 2B, and 2D) and expenditures in another category are less than the maximum allocation (2A, 2B, and 2D). (Example, 1A exceeds 2A, but 1B is less than 2B, the excess funds in 1A can be moved to 2B, by way of designating the excess funds from 1A in 3B to maximize aid).

•Within individual materials areas, designated expense (3A, 3B, and 3D) should not exceed the maximum aid allocation (2A, 2B, and 2D); if it does, aid will be limited to the maximum allocation (2A, 2B, and 2D).

•If ST-3 reported expense (1C) exceeds the maximum allocation (2C), the excess expense may be designated as expense in one of the other 3 areas. (Example, if 1C exceeds 2C, the excess funds from 1C can be moved to 3A, 3B, or 3D if necessary, to make sure they meet or exceed 2A, 2B, or 2D).

• Designated expense (3C) should not exceed the maximum aid allocation (2C); if it does, Library Materials Aid will be limited to the maximum allocation (2C).

**Please note, to maximize aid, a district will want to ensure that each designated expense in column 3 (3A, 3B, 3C, and 3D) meets or exceeds the respective maximum aid allocation (2A, 2B, 2C, and 2D) in column 2. The only exceptions to this are the following: Designated Library Materials (3C) cannot exceed ST-3 Library Materials (1C), and the total of Designated Expenses (3E) cannot exceed the total of ST-3 expenses (1E).

Below is an example of a district who has not maximized their aid according to the instructions above. If you look at 3A, the district has designated $11,015, but when you compare that amount to 2A, their maximum aid allocation is $25, 106. This means that the district has under-designated this category by $14, 091 ($25,106 – $11,015). If you look at the other categories, for example, 3D, you can see that the district has over-designated this category by $21,587 ($27,357 - $5,770). The excess monies from this category can be moved up to 3A to bring the $11,015 closer to the maximum aid allocation of $25,106.

Now for this example, you may think that the district has also under-designated 3C, but it’s important to keep in mind that Library Materials is the exception, and 3C cannot exceed 1C. Thus, the district has maximized this category to the best of their ability.

Below is an example of a district who has maximized their aid to the best of their ability. At first glance, it may look like the district has not maximized their aid, as 3D is less than 2D, but because their total expenses in 3E meets 1E, they cannot designate any further expenses. 3E cannot exceed 1E, and thus district is receiving maximum aid in this scenario.

Below is another example of a district who has maximized their aid. You can see that each category in column 3 meets or exceeds each category in column 2. You can also see that 3C does not exceed 1C, and that 3E does not exceed 1E.

Schedule C: Designation of Textbook, Software, Library Materials and Hardware Expense

Schedule C: Designation of 2021-22 Textbook, Software, Library Materials and Instructional Hardware Expenses used for 2022-23 Instructional Materials Aids.

General Instructions