2016-17 Stated Aid Projections
2015-16 and 2016-17 State Aids
Payable under Section 3609 plus Other Aids
COMBINED AIDS
2015-16 Base Year Aids:
For 2015-16 Aid, the Actual Valuation (AV) of taxable real property for purposes of determining a district's property wealth per pupil is defined as the 2012 AV. For aid other than Foundation Aid, the State average of the 2012 AV per 2013-14 Total Wealth Pupil Unit (TWPU) is $561,100. Income wealth is based on 2012 Adjusted Gross Income of residents of the district, as reported on tax returns and including the results of the statewide computerized income verification process, divided by the TWPU of the district. This is compared to the State average of $189,800. The AV and Income Wealth ratios are used equally to compute the district's Combined Wealth Ratio (CWR). Some formulas use the Resident Weighted Average Daily Attendance (RWADA) wealth ratio; the State average 2012 AV per 2013-14 RWADA is $680,400. Transportation Aid uses the Enrollment (Resident Public and Nonpublic Enrollment) wealth ratio; the State average is $614,100. For Foundation Aid, Selected AV is the lesser of 2012 AV or the average of 2012 AV and 2011 AV.
Foundation Aid: The 2015-16 Foundation Aid is the sum of the 2014-15 Foundation Aid Base (FAB) plus a Phase-in Foundation Increase; it is at least a 0.37 percent increase over 2014-15 Foundation Aid and cannot exceed a 15 percent increase over 2014-15 Foundation Aid. The 2015-16 Phase-in Foundation Increase is a phase-in factor multiplied by the positive difference of (1) the product of: Selected Total Aidable Foundation Pupil Units (TAFPU) multiplied by Selected Foundation Aid, minus (2) the 2014-15 FAB. The phase-in factor is: 13.274 percent for a city school district of a city having a population of one million or more; or 7.75 percent for districts where the quotient arrived at when dividing the product of Selected TAFPU multiplied by the district's Selected Foundation Aid less the 2014-15 FAB divided by the product of Selected TAFPU multiplied by the district's Selected Foundation Aid is greater than 19 percent, and the district's Combined Wealth Ratio is less than 0.33; or 14 percent for a city school district in a city having a population of one hundred twenty-five thousand or more but less than one million; or 4.751 percent for small city school districts; or 4 percent for high need/resource-capacity districts; or 1 percent for all other districts. Selected Foundation Aid is the greater of $500 or Formula Foundation Aid or Alternate Foundation Aid. Formula Foundation Aid is the positive result of (a) the district-adjusted foundation amount which is the basic foundation amount for 2014-15 ($6,141) multiplied by the consumer price index (1.016) multiplied by a phase-in foundation percent (1.0250) multiplied by a Regional Cost Index (RCI) multiplied by a Pupil Need Index (PNI) less (b) an expected minimum local contribution. Alternate Foundation Aid is the result of the State Sharing Ratio (SSR) for Foundation Aid multiplied by the district-adjusted foundation amount. The Selected TAFPU is based on Average Daily Membership (ADM) including dual enrollment plus additional weightings for: students with disabilities (including dual enrolled SWD) at 1.41, summer school at 0.12 and declassification pupils at 0.50. The PNI is 1 plus the Extraordinary Needs percent (based on economic disadvantage, English Language Learners and sparsity) and ranges between 1 and 2. The expected minimum local contribution is the product of Selected Actual Value per 2013-14 Total Wealth Foundation Pupil Units (TWFPU) and 0.0152 multiplied by an Income Wealth Index (which ranges from 0.65 to 2.0). TWFPU is based on ADM and eliminates additional weightings. The SSR for Foundation Aid is the highest of the following formulas. For high need/resource-capacity districts, the SSR is multiplied by 1.05. It is not less than zero nor more than 0.90:
(1) Ratio = 1.37- (1.23 * FACWR);
(2) Ratio = 1.00 - (0.64 * FACWR);
(3) Ratio = 0.80 - (0.39 * FACWR);
(4) Ratio = 0.51 - (0.173 * FACWR).The Combined Wealth Ratio for Foundation Aid (FACWR) is calculated as: (A) .5 multiplied by the district Selected Actual Valuation/2013-14 TWPU compared to the State average of $556,300; plus, (B) .5 multiplied by the district Selected Income/2013-14 TWPU compared to the State average of $182,000. For Foundation Aid, Selected AV is the lesser of 2012 AV or the average of 2012 AV and 2011 AV. Selected Income is the lesser of 2012 Income or the average of 2012 Income and 2011 Income.
Full Day K Conversion: Full Day Kindergarten Conversion Aid is provided to eligible districts based on Selected Foundation Aid per Selected TAFPU multiplied by the increase in full day kindergarten enrollment in the current year over the prior year. School officials must offer full day programs to all kindergarten students in order to qualify for this aid. Starting in 2014-15, a district is not eligible if it received Full Day K Conversion Aid in the past.
Universal Prekindergarten: A district will receive aid for 2015-16 as calculated by the State Education Department.
BOCES: The 2015-16 BOCES Aid claimed for administrative, shared services, rent and capital expenditures plus any Due Save-harmless Aid.
Special Services: Special Services Aid is the sum of Career Education Aid, Academic Improvement Aid and Computer Administration Aid claimed in 2015-16 by non-components of BOCES including the Big 5 City school districts.
High Cost Excess Cost: The 2015-16 Public Excess Cost High Cost Aid, based on expenditures in excess of the lesser of $10,000 or four times district 2013-14 Approved Operating Expenditure/TAPU for Expenditure, claimed for students with disabilities attending public schools or BOCES.
Private Excess Cost: The 2015-16 Private Excess Cost Aid claimed for public school students attending private schools for students with disabilities for whom the district pays tuition.
Hardware & Technology: The Instructional Computer Hardware and Technology Equipment Aid that can be claimed by the district in 2015-16 for instructional computer hardware expenditures (acquisition and limited repair expenditures) is equal to the lesser of 2014-15 expenditures or $24.20 multiplied by the enrollment for Software Aid (see below) multiplied by the 2015-16 Hardware Aid Ratio (1 - .51 * RWADA wealth ratio). Some districts may receive no aid.
Software, Library, Textbook: Software Aid is the lesser of approved 2014-15 expenditures or $14.98 multiplied by the combined 2014-15 public plus nonpublic school enrollment for pupils attending school in the district plus district pupils attending full time BOCES and private school programs for students with disabilities plus pupils attending the State operated schools at Rome and Batavia and resident pupils placed in Special Act school districts. Library Materials Aid is the lesser of approved 2014-15 expenditures or $6.25 multiplied by the pupil count for Software Aid. Textbook Aid, including Lottery Aid for textbook purchases, is the lesser of approved 2014-15 expenditures or $58.25 multiplied by the 2014-15 enrollment of resident public plus resident nonpublic pupils plus resident pupils with disabilities attending approved private schools or the State operated schools at Rome and Batavia and resident pupils placed in Special Act school districts. Charter school enrollments are included in the pupil counts.
Transportation incl. Summer: The 2014-15 approved non-capital transportation expenditure multiplied by the selected transportation aid ratio with a .9 maximum and a .065 minimum. Aid on capital expenditures is computed as above but based on the assumed amortization of the aidable purchase, lease or equipment expenditures over five years, at a statewide average interest rate. Included is aid for unconfirmed transportation expenditures claimed by districts but not yet attributable to approved contracts. Transportation Aid for district operated summer school programs is prorated to total no more than $5.0 million statewide.
Operating Reorg. Incentive: Reorganization Incentive Operating Aid is up to 40 percent of 2006-07 Formula Operating Aid for districts reorganized after July 1, 2007. The sum of 2006-07 Formula Operating Aid and Incentive Operating Aid is limited to 95 percent of 2013-14 Approved Operating Expenditure.
Charter School Transitional: For districts whose charter school enrollment exceeds 2 percent of resident public school enrollment or whose charter school payments exceed 2 percent of TGFE, transitional aid is provided for 2015-16. A district's aid will equal the sum of Tier 1, 2 and 3 aids. Tier 1 Aid equals the product of 80 percent of the 2014-15 charter school total basic tuition, multiplied by the increase in the number of resident pupils enrolled in a charter school between the 2013-14 and 2014-15 school years. Tier 2 Aid equals the product of 60 percent of the 2014-15 charter school total basic tuition, multiplied by the increase in the number of resident pupils enrolled in a charter school between the 2012-13 and 2013-14 school years. Tier 3 Aid equals the product of 40 percent of the 2014-15 charter school total basic tuition, multiplied by the increase in the number of resident pupils enrolled in a charter school between the 2011-12 and 2012-13 school years.
Academic Enhancement: For the 2015-16 school year Academic Enhancement Aid is the same as the 2008-09 amount set forth in the computer run for the 2009-10 enacted budget. This amount also includes $17.5 million for supplemental educational improvement plan programs in the Yonkers City School District, up to $1,200,000 for the New York City School District for academic achievement programs and $1,247,799 for the Albany School District.
High Tax Aid: For the 2015-16 school year, High Tax Aid is the same as the 2014-15 High Tax Aid amount set forth in the computer run for the 2014-15 enacted budget.
Supplemental Pub Excess Cost: For the 2015-16 school year Supplemental Public Excess Cost Aid is the same as the 2008-09 Supplemental Public Excess Cost Aid amount set forth in the computer run for the 2009-10 enacted budget.
Gap Elimination Adjustment: The Gap Elimination Adjustment (GEA) for the 2015-16 school year is: I. the amount set forth in the computer run for the 2011-12 enacted budget; reduced by II. the 2012-13 GEA Adjustment as set forth in the computer run for the 2012-13 enacted budget; reduced by III. the 2013-14 GEA Adjustment as set forth in the computer run for the 2013-14 enacted budget; reduced by IV. the 2014-15 GEA Adjustment as set forth in the computer run for the 2014-15 enacted budget; and further reduced by V. the 2015-16 GEA Adjustment as set forth in the computer run for the 2015-16 enacted budget.
I. The 2011-12 GEA. A Reduction Amount is calculated as the lesser of A or B however, for districts with high need relative to fiscal capacity, as defined by the State Education Department, the reduction will not exceed -6.8 percent of estimated 2010-11 total general fund expenditure and for districts with high need, and an Administrative Efficiency Ratio (see below) less than 1.55 percent and a three-year K-6 free and reduced price lunch percentage greater than 75 percent, then the reduction will not exceed -4.09 percent of estimated 2010-11 TGFE. For other districts, the reduction will not exceed -11 percent of estimated 2010-11 TGFE.
The sum of a) the product of -6.40 percent multiplied by a district’s 2011-12 Formula Aid (as computed for BT1112 without Building and Building Reorganization Incentive Aids and Universal Pre-kindergarten) plus b) the result of -$4,400.00 multiplied by 1.0 minus a district’s three-year K-6 free and reduced price lunch percentage for Foundation Aid with the result multiplied by a district’s Combined Wealth Ratio for Foundation Aid multiplied by estimated 2010-11 Public Enrollment.
The minimum reduction is -9.5 percent multiplied by a district’s 2011-12 Formula Aid (as computed for BT1112 without Building and Building Reorganization Incentive Aids and Universal Pre-kindergarten). The maximum reduction is -21.4 percent of selected aids.or
For districts with a Tax Effort Ratio (a district’s residential levy divided by district income) greater than 4.0 percent and a Combined Wealth Ratio for Foundation Aid less than 1.5:
The result of -23 percent divided by the quotient of the district’s Tax Effort Ratio divided by 4.247 percent, but not less than -13 percent, multiplied by 2011-12 Formula Aid (as computed for BT1112 without Building and Building Reorganization Incentive Aids and Universal Pre-kindergarten). The maximum reduction is -23 percent; the minimum reduction is -13 percent.An Administrative Efficiency Restoration offsets a portion of the Reduction Amount. If a district, other than a Big 5 City School district, has an Administrative Efficiency Ratio (ratio of 2008-09 board of education and central administration expenditures to total expenditures) of less than 1.80 percent and the administrative expenditures per pupil are less than $348.00, the Administrative Efficiency Aid is the product of $75.00 multiplied by the State Sharing Ratio for Foundation Aid (but with a minimum of .10), multiplied by the Selected TAFPU.
The Needs-based Restoration offsets a portion of the Reduction Amount. If a district, other than a Big 5 City School district, is high need, the award is $61.00 multiplied by the estimated 2010-11 Public Enrollment. If a district is average need, the award is $54.00 multiplied by the enrollment. In addition, if the district’s estimated 2010-11 Limited English Proficient count exceeds 13 percent of estimated 2010-11 Public Enrollment, the award is 0.0075 (0.75 percent) multiplied by the 2011-12 Formula Aid (as computed for BT1112 without Building and Building Reorganization Incentive Aids and Universal Pre-kindergarten).
A Low Wealth - High Tax Effort Restoration offsets a portion of the Reduction Amount. If a district’s Combined Wealth Ratio for Foundation Aid is less than 0.7 and the Tax Effort Ratio is greater than 6.0 percent, the award is $100.00 multiplied by the estimated 2010-11 Public Enrollment.
An Enrollment Adjustment Restoration offsets a portion of the Reduction Amount. If a district’s increase in public enrollment from 2009-10 to 2010-11 is equal to or greater than 45 and the Combined Wealth Ratio for Foundation Aid is less than 3.0 and either the enrollment increase is greater than 1 percent or the Combined Wealth Ratio for Foundation Aid is less than 2.0, then the award is $500 multiplied by the increase in enrollment.
II. The 2012-13 GEA Adjustment is the sum of (1) the greater of A, B, C, D or E, below but not more than 25 percent of the 2011-12 GEA amount, plus (2) LEP Aid:
The product of an extraordinary needs index (i.e., extraordinary needs percent divided by 48 percent) and $223.80, with the result multiplied by the State Sharing Ratio, multiplied by the 2011-12 public school enrollment; or,
For any district with a GEA/TGFE ratio (i.e., positive value of the district’s 2011-12 GEA divided by its 2011-12 Total General Fund Expenditure, divided by the State average of .0479) greater than 1, the product of the GEA/TGFE ratio and $90, with the result multiplied by the State Sharing Ratio, multiplied by the 2011-12 public school enrollment; or,
The product of 2.956 percent of the positive value of the 2011-12 GEA; or,
The product of $473.70 multiplied by an Aid Ratio (1.37 – (1.50 * Combined Wealth Ratio), .0 minimum and 1.0 maximum), multiplied by the 2011-12 public school enrollment; or,
For any district with a Tax Effort Ratio (i.e., 2009 residential levy with condominiums divided by 2009 Adjusted Gross Income) greater than 4.4 percent and a CWR less than 1.5, the result of $309.30 multiplied by the State Sharing Ratio, multiplied by the 2011-12 public school enrollment.
LEP Aid: For Buffalo, Rochester, Syracuse and Yonkers City School Districts, the product of a factor multiplied by 0.11 percent of the 2011-12 total aid. If the LEP percent (i.e., 50 percent of the estimated 2011-12 Limited English Proficient Pupils divided by 2011-12 public school enrollment) is greater than 4 percent but less than 5 percent, the factor is .70. If the LEP percent is greater than 5 percent, the factor is 2.20. If the LEP percent is less than 4 percent, the factor is 1.75.
III. The 2013-14 Gap Elimination Adjustment (GEA) Restoration is the sum of Tiers A through J below but not more than 43 percent of the positive value of the 2012-13 GEA amount, nor less than $100,000:
Tier A. The GEA Restoration as computed for the 2013-14 Executive Budget proposal on computer run BT1314; and,
Tier B. For any high or average need/resource-capacity district (2003 categories) with a Combined Wealth Ratio (CWR) less than 1.7 and 2012-13 public enrollment per square mile less than 170 and a tier 1 amount less than the product of the 2012-13 GEA multiplied by -0.207, the positive result of -20.7 percent of the 2012-13 GEA minus tier A; and,
Tier C. The result of (a) 60 percent of the positive value of the 2012-13 GEA minus (b) the sum of tiers A and B, but not less than 0; and,
Tier D. For any low or average need/resource-capacity district based on the 2003 categories, that is now a high need/resource-capacity district based on the 2008 categories, the product of .35 multiplied by any positive result of (a) the absolute value of the 2011-12 GEA minus (b) the product of 6.8 percent of the 2010-11 Total General Fund Expenditure; and,
Tier E. For any district with (a) a CWR less than 1.1 and (b) a percent change between the absolute values of the 2011-12 GEA and the 2012-13 GEA of less than 7.5 percent, the result of 2.5 percent of the positive value of the 2012-13 GEA; and,
Tier F. For high need/resource-capacity districts (2003 categories) with a GEA/TGFE ratio (i.e., positive value of the district’s 2012-13 GEA divided by its estimated 2012-13 Total General Fund Expenditure) greater than .0491, the greater of $100,000 or the product of $15 multiplied by the 2012-13 public school enrollment; and,
Tier G. The product of 2012-13 public enrollment multiplied by: $42.02 for New York City; $10 for Buffalo, Rochester and Syracuse; or $8 for Yonkers; and,
Tier H. For any district with 2012-13 public enrollment less than 20,000, the product of the positive result of 1.430 minus the 2006-07 Regional Cost Index, multiplied by 5, multiplied by the 3-year average K-6 FRPL ratio, multiplied by $100, multiplied by 2012-13 public enrollment; and,
Tier I. For any district with a 3-year average K-6 FRPL ratio greater than .60 and a CWR greater than 1.1, the result of $150 multiplied by the 2012-13 public school enrollment; and,
Tier J. For any district with a CWR less than 1.1, the result of $200 multiplied by any increase in public enrollment from 2008-09 to 2012-13.
IV. The 2014-15 Gap Elimination Adjustment (GEA) Restoration is the sum of the GEA Restoration as computed for the 2014-15 Executive Budget proposal on computer run BT1415 and the sum of tiers A through J below but not more than 70 percent of the positive value of the 2013-14 GEA nor less than the greater of: a) $70,000; or, b) 14.13 percent of the positive value of the 2013-14 GEA; or, c) the sum of the 2014-15 Executive Budget GEA Restoration plus the sum of tiers A through J; or, d) the positive result of (i) 29 percent of the 2011-12 Executive Budget GEA minus (ii) the positive result of the 2011-12 Executive Budget GEA minus the 2013-14 GEA.
Tier A. The product of 2013-14 public school enrollment multiplied by the 3-year average K-6 Free and Reduced-Price Lunch (FRPL) ratio multiplied by: $104.40 for New York City; $5.00 for Buffalo, Rochester, Syracuse and Yonkers; or $43.00 for other districts; and,
Tier B. For any district with a 3-year average FRPL ratio greater than .65 and 2013-14 public school enrollment greater than 3,500 and a total GEA restoration (i.e., positive result of the absolute values of the 2011-12 Executive Budget GEA minus the 2014-15 Executive Budget GEA, divided by the 2011-12 Executive Budget GEA) less than 60 percent, the aid is $143.00 multiplied by 2013-14 public school enrollment; and,
Tier C. For any district where the increase in Limited English Proficient (LEP) pupils from 2008-09 to 2013-14 as a percent of the 2008-09 LEP pupils is greater than 5 percent, the product of that increase in LEP pupils multiplied by $1,500 multiplied by the Extraordinary Needs (EN) percent; and,
Tier D. For districts with a Census Poverty Rate greater than 18 percent, the product of any increase in public school enrollment from 2010-11 to 2013-14 multiplied by $495.00; and,
Tier E. For districts where the absolute value of their 2013-14 GEA is greater than 5 percent of their 2013-14 estimated Total General Fund Expenditure (TGFE), the product of 2013-14 public school enrollment multiplied by $90.00; and,
Tier F. For districts whose 2013-14 nonpublic school enrollment (district of attendance) is greater than 25 percent of 2013-14 nonpublic and public school enrollment, the product of that percentage multiplied by the EN percent multiplied by 2013-14 public school enrollment multiplied by $350.00; and,
Tier G. For rural high need/resource-capacity districts, $200 multiplied by 2013-14 public school enrollment. For urban/suburban high need/resource-capacity districts, $51 multiplied by 2013-14 public school enrollment. For average need/resource-capacity districts with CWR less than 1.0, $51 multiplied by 2013-14 public school enrollment; and,
Tier H. For small city school districts, $25 multiplied by 2013-14 public school enrollment. For districts with 2013-14 public school enrollment per square mile less than 250, $16 multiplied by 2013-14 public school enrollment; and,
Tier I. For districts with enrollment per square mile greater than 800 and Tax Effort Ratio greater than 4.0 and an increase in public school enrollment from 2010-11 to 2013-14, $250 multiplied by 2013-14 public school enrollment. The amount cannot exceed $1,000,000; and,
Tier J. For any low or average need/resource-capacity district based on the 2003 categories, that is now a high need/resource-capacity district based on the 2008 categories, the product of .55 multiplied by any positive result of (a) the absolute value of the 2011-12 Executive Budget GEA minus (b) the product of 6.8 percent of the 2010-11 Total General Fund Expenditure.
V. The 2015-16 Gap Elimination Adjustment (GEA) Restoration is the amount restored in the Enacted Budget. It is the sum of tiers 1 through 4 plus the sum of minimums A, B, and C below but not more than 98 percent of the positive value of the 2014-15 GEA.
Tier 1. The product of $30.00 multiplied by the extraordinary needs count multiplied by the concentration factor. The concentration factor is the sum of one plus the quotient arrived at when dividing any positive difference of the extraordinary needs percent less 0.4 by 0.902; and,
Tier 2. The product of the dollar ceiling multiplied by any positive change in public school district enrollment: $600.00 for districts with a positive enrollment change greater than 2 percent, and $500.00 for districts with a positive enrollment change less than 2 percent. Change in enrollment is the difference of 2014-15 public school district enrollment less 2013-14 public school district enrollment; and,
Tier 3. The product of $22.50 multiplied by the 3-year average K-6 Free and Reduced-Price Lunch (FRPL) ratio multiplied by 2014-15 public school district enrollment; and,
Tier 4. The product of $300.00 multiplied by the Limited English Proficient count multiplied by the extraordinary needs percent multiplied by the sum of 1 plus the LEP growth percent. The LEP growth percent is the quotient arrived at by dividing the difference of the 2014-15 LEP count less the 2013-14 LEP count divided by the 2013-14 LEP count, but not less than zero; and,
Minimum A. The product of the absolute value of the 2014-15 GEA multiplied by: 29.45 percent for New York City; 80 percent for Buffalo, Rochester, and Syracuse; 35.6 percent for all other districts with a CWR less than 1.8; 30 percent for all other districts; and,
Minimum B. The product of the absolute value of the 2014-15 GEA multiplied by 26.15 percent for average need/resource-capacity (N/RC) districts with a combined wealth ratio of less than 0.78; and,
Minimum C. The product of the absolute value of the 2014-15 GEA multiplied by 43 percent for high need/resource-capacity districts other than the Big 5 City school districts.
Subtotal: Sum of the above aids and reduction.
Building + Bldg Reorg Incent: Aidable building expenditures are for leases, certain capital outlay exceptions, certain refinancing costs and an assumed debt service payment based on the useful life of the project and an average interest rate. Building Aid equals approved building expenditures, multiplied by the greater of the Current AV/RWADA Aid Ratio or the Aid Ratio selected for payment of building aid in the 2014-15 school year. For projects approved on or after July 1, 2000, expenditures are multiplied by the higher of the Building Aid Ratio used for 1999-00 aid less .10 or the Current AV/RWADA Aid Ratio or, for eligible projects, the low income aid ratio. For projects approved on or after July 1, 2005 for high need/resource-capacity districts, expenditures are multiplied by 0.05 multiplied by the same aid ratio used for projects approved on or after July 1, 2000, however reimbursement is limited to 98 percent, including the incentive of up to 10 percent. Up to 10 percent of additional building aid is provided for projects approved on or after July 1, 1998. Reorganization Incentive Building Aid is 25 percent of Approved Building Aid for qualifying reorganized school districts (or 30 percent for districts reorganized since July 1, 1983). Aid is not provided for those prospective and deferred projects that had not fully met all eligibility requirements as of the November 15, 2014 database.
Total: Sum of Subtotal and the above aids.
2016-17 Estimated Aids:
For 2016-17 Aid, the Actual Valuation (AV) of taxable real property for purposes of determining a district's property wealth per pupil is defined as the 2013 AV. For aid other than Foundation Aid, the State average of the 2013 AV per 2014-15 Total Wealth Pupil Unit (TWPU) is $559,300. Income wealth is based on 2013 Adjusted Gross Income of residents of the district, as reported on tax returns and including the results of the statewide computerized income verification process, divided by the TWPU of the district. This is compared to the State average of $188,200. The AV and Income Wealth ratios are used equally to compute the district's Combined Wealth Ratio (CWR). Some formulas use the Resident Weighted Average Daily Attendance (RWADA) wealth ratio; the State average 2013 AV per 2014-15 RWADA is $681,700. Transportation Aid uses the Enrollment (Resident Public and Nonpublic Enrollment) wealth ratio; the State average is $616,600. For Foundation Aid, Selected AV is the lesser of 2013 AV or the average of 2013 AV and 2012 AV.
Foundation Aid: The 2016-17 Foundation Aid is the sum of the 2015-16 Foundation Aid Base (FAB) plus the Foundation Phase-in Increase, plus 2016-17 Foundation Increase as computed for the 2016-17 Executive Budget on computer run BT1617, plus Community Schools Aid on computer run BT1617. The Phase-in Foundation Increase must be at least the difference of (1) 2 percent multiplied by the difference of the FAB plus the 2015-16 Gap Elimination Adjustment (GEA), minus (2) the 2016-17 Foundation Increase as computed for the 2016-17 Executive Budget on computer run BT1617 less the 2015-16 GEA.
The 2016-17 Phase-in Foundation Increase is a phase-in factor multiplied by the positive difference of (1) the product of: Selected Total Aidable Foundation Pupil Units (TAFPU) multiplied by Selected Foundation Aid, minus (2) the 2015-16 FAB. The phase-in factor is the largest factor for which a district is eligible:
- for the New York City School District, 7.784 percent;
- for the Buffalo City School District, 7.03 percent;
- for the Rochester City School District, 6.72 percent;
- for the Syracuse City School District, 9.55 percent;
- for the Yonkers City School District, 6.74 percent;
- for small city school districts with a Combined Wealth Ratio (CWR) less than 1.4, 9 percent;
- for urban-suburban high need/resource-capacity districts, 0.719 percent, provided that of these districts, those which are also small city school districts with CWR less than 1.4, phase-in factor (6) is added to phase-in factor (7);
- for rural high need/resource-capacity districts, 13.6 percent; and
- for all other eligible districts, 0.47 percent.
A district is eligible for a phase-in factor if the (1) 3-year average K-6 FRPL ratio is greater than 15 percent and (2) if the unrestricted aid increase is less than 7 percent. The unrestricted aid increase is calculated by dividing (1) the 2016-17 Foundation Increase as computed for the 2016-17 Executive Budget on computer run BT1617 plus the 2015-16 GEA, by (2) FAB less the 2015-16 GEA.
Selected Foundation Aid is the greater of $500 or Formula Foundation Aid or Alternate Foundation Aid. Formula Foundation Aid is the positive result of (a) the district-adjusted foundation amount which is the basic foundation amount for 2015-16 ($6,340) multiplied by the consumer price index (1.001) multiplied by a phase-in foundation percent (1.0000) multiplied by a Regional Cost Index (RCI) multiplied by a Pupil Need Index (PNI) less (b) an expected minimum local contribution. Alternate Foundation Aid is the result of the State Sharing Ratio (SSR) for Foundation Aid multiplied by the district-adjusted foundation amount. The Selected TAFPU is based on Average Daily Membership (ADM) including dual enrollment plus additional weightings for: students with disabilities (including dual enrolled SWD) at 1.41, summer school at 0.12 and declassification pupils at 0.50. The PNI is 1 plus the Extraordinary Needs percent (based on economic disadvantage, English Language Learners and sparsity) and ranges between 1 and 2. The expected minimum local contribution is the product of Selected Actual Value per 2014-15 Total Wealth Foundation Pupil Units (TWFPU) and 0.0157 multiplied by an Income Wealth Index (which ranges from 0.65 to 2.0). TWFPU is based on ADM and eliminates additional weightings. The SSR for Foundation Aid is the highest of the following formulas. For high need/resource-capacity districts, the SSR is multiplied by 1.05. It is not less than zero nor more than 0.90:
(1) Ratio = 1.37- (1.23 * FACWR);
(2) Ratio = 1.00 - (0.64 * FACWR);
(3) Ratio = 0.80 - (0.39 * FACWR);
(4) Ratio = 0.51 - (0.173 * FACWR).
The Combined Wealth Ratio for Foundation Aid (FACWR) is calculated as: (A) .5 multiplied by the district Selected Actual Valuation/2014-15 TWPU compared to the State average of $555,100; plus, (B) .5 multiplied by the district Selected Income/2014-15 TWPU compared to the State average of $187,300. For Foundation Aid, Selected AV is the lesser of 2013 AV or the average of 2013 AV and 2012 AV. Selected Income is the lesser of 2013 Income or the average of 2013 Income and 2012 Income.
Full Day K Conversion: Districts with any half-day kindergarten or no kindergarten programs in 1996-97 and in the base year are eligible for Full Day K Conversion Aid equal to Selected Foundation Aid per Selected TAFPU multiplied by the increase in full day kindergarten enrollment in the current year over the prior year. School districts must offer full day programs to all kindergarten students in order to qualify for this aid. Starting in 2014-15, a district is not eligible if it received Full Day K Conversion Aid in the past.
Universal Prekindergarten: A district will be eligible for the same maximum aid for 2016-17 as was calculated for 2015-16 by the State Education Department. Amount shown is the maximum allocation.
BOCES: BOCES Aid for administrative, shared services, rental and capital expenditures plus Aid Due Save-harmless. Approved expenditure for BOCES Administrative and Shared Services Aids is based on a salary limit of $30,000. Aid is based on approved 2015-16 administrative and service expenditures and the higher of the millage ratio or the Current AV/2014-15 RWADA Aid Ratio: (1 – (.51 * RWADA Wealth Ratio)) with a .36 minimum and .90 maximum. Rent and Capital Aids are based on 2016-17 expenditures multiplied by the Current AV/RWADA Aid ratio with a .00 minimum and a .90 maximum. Payable Aid is the sum of these aids including save-harmless.
Special Services:Special Services Aid, for non-components of BOCES including the Big 5 City school districts, is the sum of Career Education Aid, Academic Improvement Aid and Computer Administration Aid. Career Education Aid equals the Aid Ratio (1 - (.59 * CWR), with a .36 minimum) multiplied by $3,900 multiplied by the 2015-16 Career Education pupils including the pupils in business and marketing sequences weighted at .16. Academic Improvement Aid equals the Aid Ratio (1 - (.59 * CWR), with a .36 minimum) multiplied by $100 plus $1,000/CWR, minimum of $1,000, multiplied by the 2015-16 Career Education pupils including the pupils in business and marketing sequences weighted at .16. Computer Administration Aid equals the Aid Ratio (1 - (.51 * CWR), with a .30 minimum) multiplied by approved expenditures not to exceed the maximum of $62.30 multiplied by the estimated 2015-16 public school enrollment by district of attendance with half-day kindergarten weighted at 1.0.
High Cost Excess Cost: High Cost expenditures, for students with disabilities attending public schools or BOCES, must exceed the lesser of $10,000 or four times district 2014-15 Approved Operating Expenditure/TAPU for Expenditure. The aid per pupil equals the allowed expenditure times the Aid Ratio (1 - (.51 * CWR), with a .25 minimum).
Private Excess Cost: Private Excess Cost Aid is for public school students attending private schools for students with disabilities. Net tuition expenditure is multiplied by the Aid Ratio (1 - (.15 * CWR), with a .5 minimum).
Hardware & Technology: Instructional Computer Hardware and Technology Equipment Aid is equal to the lesser of 2015-16 expenditures or the enrollment for Software Aid (see below) multiplied by $24.20 times the Current AV/RWADA Aid Ratio. For the purpose of this estimate, the maximum aid is shown (enrollment for Software Aid multiplied by $24.20 times the Current AV/RWADA Aid Ratio).
Software, Library, Textbook: All three aids use 2015-16 expenditures and pupil counts. The maximum Software Aid equals $14.98 per pupil and the maximum Library Materials Aid equals $6.25 per pupil, each multiplied by the combined 2015-16 public plus nonpublic enrollment for pupils attending school in the district plus district pupils attending full time BOCES and private school programs for students with disabilities plus pupils attending the State operated schools at Rome and Batavia and resident pupils placed in Special Act school districts. Aid cannot exceed approved expenditures. Textbook Aid equals $43.25 per pupil for Regular Textbook Aid plus $15 per pupil for Lottery Textbook Aid multiplied by resident public plus resident nonpublic enrollment plus resident pupils with disabilities attending approved private schools or the State operated schools at Rome and Batavia and resident pupils placed in Special Act school districts. Textbook Aid is not to exceed actual expenditures for purchase of textbooks during 2015-16. Charter school enrollments are included in the pupil counts. For the purpose of these estimates, the maximum aid is shown for Software, Library and Textbook.
Transportation incl Summer: Aid for non-capital expenditures is based upon estimated approved transportation operating expenditure multiplied by the selected transportation aid ratio with a .9 maximum and a .065 minimum. The selected aid ratio is the highest of 1.263 multiplied by the Selected State Sharing Ratio or 1.01 - (.46 * RWADA Wealth Ratio) or 1.01 – (.46 * Enrollment Wealth Ratio), plus a sparsity adjustment. Aid for capital expenditures, including district operated summer school, is computed as above, but based on the assumed amortization of purchase, lease and equipment costs over five years, at a statewide average interest rate. Transportation Aid for district operated summer school programs is prorated to total no more than $5.0 million statewide. Aid is provided, based on approved transportation operating expenditures and the selected transportation aid ratio, for the transportation of pupils to approved district operated summer programs.
Operating Reorg. Incentive: Reorganization Incentive Operating Aid is up to 40 percent of 2006-07 Formula Operating Aid for districts reorganized after July 1, 2007. The sum of 2006-07 Formula Operating Aid and Incentive Operating Aid is limited to 95 percent of 2014-15 Approved Operating Expenditure.
Charter School Transitional: For districts whose charter school enrollment exceeds 2 percent of resident public school enrollment or whose charter school payments exceed 2 percent of TGFE, transitional aid is provided for 2016-17. A district's aid will equal the sum of Tier 1, 2 and 3 aids. Tier 1 Aid equals the product of 80 percent of the 2015-16 charter school total basic tuition, multiplied by the increase in the number of resident pupils enrolled in a charter school between the 2014-15 and 2015-16 school years. Tier 2 Aid equals the product of 60 percent of the 2015-16 charter school total basic tuition, multiplied by the increase in the number of resident pupils enrolled in a charter school between the 2013-14 and 2014-15 school years. Tier 3 Aid equals the product of 40 percent of the 2015-16 charter school total basic tuition, multiplied by the increase in the number of resident pupils enrolled in a charter school between the 2012-13 and 2013-14 school years.
Academic Enhancement: For the 2016-17 school year Academic Enhancement Aid is the same as the 2008-09 amount set forth in the computer run for the 2009-10 enacted budget. This amount also includes $17.5 million for supplemental educational improvement plan programs in the Yonkers City School District, up to $1,200,000 for the New York City School District for academic achievement programs and $1,247,799 for the Albany School District.
High Tax Aid: For the 2016-17 school year High Tax Aid is the same as the 2015-16 High Tax Aid amount set forth in the computer run for the 2015-16 enacted budget.
Supplemental Pub Excess Cost: For the 2016-17 school year Supplemental Public Excess Cost Aid is the same as the 2008-09 Supplemental Public Excess Cost Aid amount set forth in the computer run for the 2009-10 enacted budget.
Gap Elimin. Adjmt (SA1516): The Gap Elimination Adjustment (GEA) as computed for the 2015-16 Enacted Budget on computer run SA1516.
GEA Restoration: The 2016-17 GEA Restoration is the sum of the four tiers below plus the BT1617 GEA Restoration, but not more than the 2015-16 GEA.
Tier 1: For all districts, 40 percent multiplied by the BT1617 GEA.
Tier 2: For high need/resource-capacity school districts, 100 percent multiplied by the BT1617 GEA.
Tier 3: For average need/resource-capacity school districts with a CWR less than 0.7, 100 percent multiplied by the BT1617 GEA.
Tier 4: For average need/resource-capacity school districts with a CWR greater than 0.7, 51.6 percent multiplied by the BT1617 GEA.
Gap Elimination Adjustment: The GEA for the 2016-17 school year is the sum of the 2015-16 GEA reduced by the 2016-17 GEA Restoration.
Subtotal: Sum of the above aids and reduction.
Building + Bldg Reorg Incent: Aidable building expenditures are for capital outlay, leases, certain capital outlay exceptions, certain refinancing costs and an assumed debt service payment based on the useful life of the project and an average interest rate. Building Aid is equal to the product of the estimated approved building expenditures multiplied by the highest of the 1981-82 through the Current AV/RWADA Aid Ratio. For projects approved on or after July 1, 2000, expenditures are multiplied by the higher of the Building Aid Ratio used for 1999-00 aid less .10 or the Current AV/RWADA Aid Ratio or, for eligible projects, the low income aid ratio. For projects approved on or after July 1, 2005 for high need/resource-capacity districts, expenditures are multiplied by 0.05 multiplied by the same aid ratio used for projects approved on or after July 1, 2000, however reimbursement is limited to 98 percent, including the incentive of up to 10 percent. Up to 10 percent of additional building aid is provided for projects approved on or after July 1, 1998. For districts that have reorganized, Reorganization Incentive Building Aid is included as in permanent law. Aid is not estimated for those prospective and deferred projects that had not fully met all eligibility requirements as of the November 2015 database. Current statute provides that school districts may receive partial reimbursement for base year expenditures associated with security camera, metal detectors and other security devices and for building condition survey expenditures. The NY Safe Act provided that, for projects approved by the commissioner on or after July 1, 2013, specified safety system improvements will be eligible for enhanced re-imbursement under the state’s School Building Aid formula (a rate up to 10 percent higher than their current building aid ratio). The enhanced aid ratio is extended through the 2016-17 aid year.
Total: Sum of Subtotal and the above aids.
$ Chg Total 16-17 minus 15-16: Difference between the two Totals.
% Chg Total Aid: Difference between the two totals divided by 2015-16 Total Aids, multiplied by 100.
$ Chg w/o Bldg, Reorg Bldg Aid: Difference between the two Total Aids without Building and Building Reorganization Incentive Aids.
% Chg w/o Bldg, Reorg Bldg Aid: $ Change w/o Bldg, Reorg Bldg Aid divided by 2015-16 Total excluding Building and Building Reorganization Incentive Aids, multiplied by 100.
Final GEA Payment: The difference between the positive value of the 2015-16 GEA (SA1516) and the GEA Restoration.
Remaining GEA: The sum of the Final GEA Payment and the Gap Elimination Adjustment for the 2016-17 school year.