What's New?

Changes to the 2022-23 Forms

Form Set A - Attendance

Form A Line 86:

Corrected wording on Line 86 to Total Resident Homebound/Hospitalized Students Educated at District Expense.

Form A Schedule A2 & A4:

Developed an edit that compares possible aggregate attendance with session days reported.

IE: Less session days should not equate to a greater possible aggregate attendance.

Form A Certification:

Changed/updated certification page to remove obsolete language.

Form A Schedule A5:

Changed max Regents exams under line 2 to 'Max=12' and any edits for such.

Form Set FB - Building and Misc.

Form FB Lines 139:

Added new entry for the Building Condition Surveys Projection.

Form FB Lines 159, 160 and 161:

The Projected data previously reported on Form FB Lines 159-161 have been moved to the Form ST-3.

Form FB Lines 168, 169, 170, 171, 172 & 173:

The Projected data previously reported on Form FB Lines 168-173 have been moved to the Form ST-3.

Lines 171 and 172 are now reported on the ST-3 Exhibit A Lines 86 and 87.

Form Set FT - Transportation

Added additional notes to Form FT Entry 134.

Changed Entry 135 to a new entry for 'Expenditures associated with transportation up to 50 miles for students in foster care (Do not include expenditures for mileage in excess of 50)'.

Help for Schedule G (Transportation Equipment)

•Added additional Notes to the form.

Schedule H: Transportation Supplies and Materials

•Added additional Notes to the form.

Schedule I: Contractual Trans Expense for District Operated Programs

•Added additional Notes to the form.

Schedule J: Trans Contract Expenses

•Added additional Notes to the form.

Form Set ST-3

Exhibit A - General Fund Balance Sheet:

Added Prior Column for 2017-18 School Year data.

Edited Line 59: Reserve for Retirement Contributions A827. Changed description to 'Reserve for State and Local Retirement System Contributions'.

Added Line 59a: Reserve for Teacher's Retirement System Contributions A828.

Added Line 86: Total Unexpended Surplus Funds in excess of 4% limit. This was previously reported on the Form FB Line 171.

Added Line 87: Assigned Appropriated Fund Balance from Line 73 A914. This was previously reported on the Form FB Line 172.

Schedule A3 - General Fund Revenues:

Removed Line 6b: School Tax Reimbursement - New York City PIT .  This has been changed to 'Not Used'.

Added Line 30k: Transportation for Foster Students A2307.

Edited Line 32: Youth Services, Other Governments A2350. Added the note (DO NOT include Transporation Services Revenues).

Edited Line 68c: Premium on Obligations A2710. Removed '(RANS and TANS)'.

Schedule A4a - General Fund:

Added new section:

Security of Plant

95a.        Noninstructional Salaries        A1622.16

95b.        Equipment                        A1622.2

95c.        Contractual and Other                A1622.4

95d.        Total Security of Plant                A1622.0

Schedule A4b - General Fund:

Line 179 current and projected fields have been removed as it has been replaced by the new line 191e. This line will be 'Not Used' in 2020-2021 SAMS.

Added new section:

Programs for English Language Learners (ELL)

191a.        Instructional Salaries                A2259.15

191b.        Noninstructional Salaries        A2259.16

191c.        Equipment                        A2259.2

191d.        Contractual and Other                A2259.4

191e.        BOCES Services                A2259.49

191f.        Total Programs for ELL        A2259.0

Removed Schedule A5 - Expenditures for the Microsoft Settlement (STVP)

The Funds have been closed out and the form is no longer needed.

Exhibit B - Special Aid Fund Balance Sheet:

Added new section:

Nonspendable        

 Special Aid Fund - Nonspendable - Not in Spendable Form        F806        19a

Schedule B2 - Special Aid Fund Revenues:

Added Projected Column for 2019-20 School Year Projections

Added Prior Year Field for Line 7a Records Management (Local Government Records Management Improvement Grant).

Schedule B3 - Special Aid Fund Expenditures:

Added Projected Column for 2019-20 School Year Projections

Added new section:

Programs for English Language Learners (ELL)

Instructional Salaries                F2259.15        110e

Noninstructional Salaries        F2259.16        110f

Equipment                        F2259.2        110g

Contractual and Other                F2259.4        110h

BOCES Services                F2259.49        110i

Employee Benefits                F2259.8        110j

Total Programs for ELL        F2259.0        110k

Schedule G2 - Capital Funds Revenues by Project:

Added Line 2a: Premium on Obligations        H2710.

Schedule G3 - Capital Funds Expenditures by Project and by Control Account:

Added new section:

Security of Plant

Noninstructional Salaries        H1622.16        1a

Equipment                        H1622.2        1b

Contractual and Other                H1622.4        1c

Employee Benefits                H1622.8        1d

Total Security of Plant                H1622.0        1e

Supplemental Schedules SS-8 Community Schools Set-aside Expenditures:

Added the following text regarding Appendix A above the bolded note:

Any district whose 2017-18 Community Schools increase amount exceeded one million dollars ($1,000,000) shall continue to use an amount equal to the greater of one hundred fifty thousand dollars ($150,000) or ten percent of that increase to support Community Schools transformation at schools with extraordinary high levels of student need, as designated by the Commissioner of Education, including at least $100,000 specifically in such designated schools. For a list of designated schools, please see Appendix A.

Added Prior Year field for Line 1: 'Payments to BOCES for Community Schools CO-SER'.

Changed Line 2 to 'Not Used'.

Added Prior Year field for Line 3: 'Allowable Academic Services (Allowable Programs for English Language Learners should be reported below)'.

Added the following lines to Line 4: 'Allowable Health, Mental Health and Counseling, and Dental Care Services'.

4a. School-Based Health Centers

4b. Other Health Services

4c. School-Based Mental Health Clinics

4d. Other Mental Health and Counseling Services

4e. Dental Care Services

Changed Line 7 to 'Not Used'.

Added Prior Year field for Line 8: 'Other Allowable Services (Extended Day Programs should be reported in After School Programs below)'.

Added Prior Year field for Line 12: 'After School Programs'.

Also removed the year after the Line title.

Added Prior Year field for Line 13 'Allowable Programs for English Language Learners (ELLs)'.

Also removed the year after the Line title.

Changes to the 2018-19 School Year ST-3 Form (Claim Year 2019-20 SAMS)