UCOA Update

1
UCOA Update

• 2006 PED
• Spring Budget Workshop

2
Changes to Functions

• Function 2100 (Support Services Students)
• Only Program Codes 0000, 2000, and 9000 will be
  used in this function.
• Only expenditures for services provided under an
  IEP will be coded to Program 2000 (Special
  Programs).
• Program 9000 (Extra- and Co-Curricular
  Activities) will be used for extra- and
  co-curricular activities provided by individuals
  whose base pay is in Function 2100.
• All other services provided in Function 2100 will
  be coded to Program 0000 (None).

3
Changes to Functions

• Function 2200 (Support Services Instruction)
• Program codes have been removed from this
  function. Use Program 0000 (None) instead.

4
Changes to Functions

• Function 3300 (Community Services Operation)
• This is a new function which is used for
  non-instructional services provided to the
  community.
• These include non-instructional, after-school
  programs, adult education and related ancillary
  services, and recreational opportunities such as
  a community swimming pool.
• Summer school and instructional after-school
  programs, such as tutoring, remain in Function
  1000 (Instruction).

5
Changes re Certified Teachers not Assigned a
Classroom

• Instructional coaches will use a Job
  Classification code in the 1400 series.
• While they do not have their own classroom, they
  deliver their services in a classroom. The 1400
  series is only used in Function 1000
  (Instruction).

6
Changes re Certified Teachers not Assigned a
Classroom

• Other certified teachers who are not assigned to
  a classroom, would use the Job Classification
  code relevant to their position, e.g.
• Department Chair 1211 Coordinator/Subject Matter
  Specialist in Function 2400 (Support Services
  School Administration)
• Head of the Library 1212 Library/Media
  Specialists This is only used in Function 2200
  (Support Services Instruction)
• Dean of Students 1218 School/Student Support
  This would be used in Function 2100 (Support
  Services Students).
• Note This Job Classification code is also used
  in Function 3100. You would only use 1218 in
  Function 3100 if the persons responsibilities
  are focused on providing community services
  rather than providing support to students.

7
Change to Fund 42000

• Added Job Classification codes to Object 52914
  (Deferred Sick Leave)

8
Other, Minor Changes

• Ensured correct grant name has been provided for
  each grant.
• Added additional Revenue Object codes, as
  appropriate, to grants.
• Cross-checked Job Classifications to Programs in
  Function 1000 (Instruction) and made corrections
  where needed.
• Cross-checked Job Classifications to Expenditure
  Objects in the 52000 (Personnel Compensation
  Benefits) series within each Function throughout
  UCOA.
• Ensured former Object 6211 (Building Purchase)
  cross-walks to both Object 57200 (Building
  Purchase) and 54500 (Construction Services) in
  all relevant funds.
• Ensured former Object 6212 (Building
  Improvements) cross-walks to new Object 54500
  (Construction Services) in all relevant funds.
• Corrected typos identified by districts.

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Revised/New FAQs

• What Function Code would we use for teacher
  training?
• Teacher training will be coded to Function 1000
  (Instruction).
• The Object Code will be 55820 (Employee Training
  Teachers).

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Revised/New FAQs

• Where are certified teachers assigned to a school
  to coach other teachers but with no class load
  coded? 2000 or 1000?
• Instructional coaches should be coded to Function
  1000 (Instruction).

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Revised/New FAQs

• What Function do I use for summer school? After
  school tutoring? After school child care? Summer
  recreation programs?
• For summer school and after school tutoring, you
  would use Function 1000 (Instruction).
• For after school child care and summer recreation
  programs (whose purpose is child care), you would
  use Function 3300 (Community Services Operation).

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Revised/New FAQs

• Bank accounts and investment accounts not enough
  Object numbers to allow for investments at more
  than one bank or more than one bank account for
  individual funds.
• Object 11011 is used for bank accounts. If you
  have 9 or fewer bank accounts, you could use the
  0 to indicate each individual bank account.
• If you have more than 9 bank accounts, you can
  use empty spaces in other components for this
  purpose.

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Revised/New FAQs

• What Object Code should we use for rental of
  postage and fax machines?
• You would use 54620 (Rental of Equipment and
  Vehicles) for postage machines and FAX machines.
• 54416 (Communication Services) is used only for
  contracts with individuals for consulting or
  technical support related to communications
  equipment

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Revised/New FAQs

• To which Program Code do you assign a teacher job
  class for dual language instruction? 4010
  (Bilingual) or 1010 (Regular Education)?
• You would code the entire salary to 4010
  (Bilingual) since all students in the class are
  receiving bilingual instruction.
• Also, Supplement 3 says to not include
  expenditures in 1010 (Regular Education) that
  have already been included in 4010 (Bilingual
  Education).

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Revised/New FAQs

• How will we handle an employee who does Special
  Programs as well as Bilingual? What code will
  we use?
• You would code bilingual, special education
  classes to 2000 (Special Programs).

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Revised/New FAQs

• How should districts assign a program number to
  administrators and secretarial staff that fall
  under 2100, since they really work for the entire
  benefit of the district? 
• You have three program codes in 2100.
• You would use 2000 (Special Programs) for any
  expenses related to student IEPs and/or special
  education funding.
• 9000 (Extra- and Co-Curricular Programs) is
  available if someone in an ancillary services job
  classification is sponsoring a club or coaching a
  team (e.g. Special Olympics).
• All other expenditures in Function 2100 (Support
  Services Students) are coded to Program 0000
  (None).

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Revised/New FAQs

• How to we pro rate expenditures related to
  inclusive (special education and regular
  education) classrooms?
• Normal classroom costs- books, materials, teacher
  salary would use 1010 (Regular Education).
• All costs related to student IEPs and/or special
  education funding would be coded to 2000 (Special
  Education).
• If the teacher holds a special education
  endorsement, you would pro rate his/her salary on
  the basis of the percentage of enrollment of
  special ed students.

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Revised/New FAQs

• In the four digit 'program' code, may districts
  use a code in the last place? (E.g., instead of
  1010 for regular education, how about 1011 for
  elementary and 1012 for secondary?)
• Districts can use additional codes to help
  differentiate between elementary and secondary
  internally, but for reporting to PED the
  additional codes i.e. 1011, 1012, 1013, 1014,
  etc. would roll up to 1010.

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Revised/New FAQs

• What program code do we use for concurrent
  college courses taught by our teachers?
• Even though they are receiving college credit,
  they are also receiving graduation credit.
  Therefore, you would use 1010 (Regular
  Education), 3000 Vocational and Technical
  Education, or 4020 (Alternative and At-Risk
  Education), depending on the type of course.

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Revised/New FAQs

• Certified therapist assistants such as
  occupational therapy assistant that requires an
  AA. We classify these as non-exempt employees.
  What Job Classification Code do we use?
• Certified therapist assistants are coded to Job
  Classification 1319 (Special Ed Assistants
  Non-Instructional) along with all other
  non-instructional assistants and aides, including
  bus assistants.
• Note There are other Job Classification Codes
  that have a disparity in levels of education
  within the Code itself. For example, Job
  Classification 1217 (Secretarial/Clerical/Technica
  l Assistants) includes secretaries,
  receptionists, clerks, data entry clerks, system
  analysts, work-study students, and other related
  employees. Each of these is likely to have a
  different level of education.

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Revised/New FAQs

• We are a small district and rely on certified
  teachers to fill roles that would be filled by
  administrators in other districts. What Job
  Classification codes do we use for these
  individuals?
• Instructional coaches will use a Job
  Classification code in the 1400 series. While
  they do not have their own classroom, they
  deliver their services in a classroom. (Note the
  1400 series is only used in Function 1000
  (Instruction).)
• Other certified teachers who are not assigned to
  a classroom, would use the Job Classification
  code relevant to their position, e.g.
• Department Chair 1211 Coordinator/Subject Matter
  Specialist in Function 2400 (Support Services
  School Administration)
• Head of the Library 1212 Library/Media
  Specialists This is only used in Function 2200
  (Support Services Instruction)
• Dean of Students 1218 School/Student Support
  This would be used in Function 2100 (Support
  Services Students). Note This Job
  Classification code is also used in Function
  3300. You would only use 1218 in Function 3300 if
  the persons responsibilities are focused on
  providing community services rather than
  providing support to students.

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Revised/New FAQs

• In a small school district, people wear multiple
  hats. What about a superintendent who is also
  Director of Transportation and receives extra pay
  for doing this? In addition to his/her regular
  job?
• The superintendents base pay would use Function
  2300 (Support Services General Administration),
  Object 51100 (Base Pay), and Job Classification
  1111 (Superintendent).
• The additional compensation would use Function
  2700 (Student Transportation), Object 51300
  (Additional Compensation), and Job Classification
  1113 (Administrative Associate).
• The two lines could also be paid out of separate
  funds.

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Other Questions?