School Finance Calendar

The school finance calendar provides a monthly overview of statutory deadlines and requirements throughout the school year. Superintendents, treasurers and business managers can view the item description, Ohio Revised Code reference and due dates. In addition, items that have deadlines or due dates specify where to submit any required documents. The calendar is organized by fiscal year beginning July 1.


 
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July

Date Item Description

1

School District Fiscal Year Begins - 9.34

1

1

6

  • Classroom Facilities Program Bonds and Other Bond Issue (Preliminary Info) – Due 120 Days Before General Election (Nov.3)

10

  • Last Day a Teacher Can Terminate a Teaching Contract Without Consent of the Board of Education

13

  • School Options Enrollment System (SOES) Profiles Available in OH|ID Account for Sponsor Superintendents for Approval
    • Submitted to Ohio Department of Education's Office of Field Services (area coordinators)

15

  • Period 2 Tuition - Deadline to Create New Tuition Applications and 30-day Timer Begins

15

  • Last Date to Adopt School Library District Tax Budget on Behalf of a Library District

15

15

16

  • SOES Database for Prior Year Closed for Data Entry
    • Submitted to Policy and Payments filed through SOES

17

  • Period 1 & 2 Tuition – Deadline to Update Existing Tuition Applications (specific date may vary, refer to EMIS Data Collection Calendar to confirm each year)

22

26

  • Period 1 & 2 Tuition – Deadline to Submit Data Appeals Request (specific date may vary, refer to EMIS Data Collection Calendar to confirm each year)

28

  • Classroom Facilities Program Bonds and Other Bond Issue (Final Info) – Due 98 Days Before General Election (Nov.3)

30

  • Refund of Unencumbered and Unneeded Auxiliary Services Funds Due
    • 3317.062
    • Submitted by check to Treasurer, State of Ohio or Electronic Funds Transfer

31

31

  • Department of Youth Services Statement of Children with Disabilities Enrolled in Special Education Programs (January-June) Available - MO-8 Form
    • Submitted to Ohio Department of Education's Office of Field Services (area coordinators)

31

  • Department of Youth Services Tuition Reimbursement Report (January-June) Available - SF 14Y Form
    • Submitted to Ohio Department of Education's Office of Field Services (area coordinators)
 
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 August

Date Item Description

Varying Deadlines

1

  • Superintendent/Administrator Contract Year Begins

1

  • Tuition Certification and Report (SF-14PD) for Students Receiving Education in a Home – 2nd Reporting Period Due

1

  • Pilot Treatment Facility ADM Actual Due
    • Submitted to Ohio Department of Education Office of Field Services (area coordinators)

5

  • Classroom Facilities Program Bonds and Other Bond Issue – Ballot Consent Approval from Superintendent of Public Instruction and Ohio Department of Taxation – Due 90 days before general election (Nov.3)

14

16

  • Period 1 & 2 Tuition - Deadline to Update Parental and Court Order Information on Tuition Applications (specific date may vary, refer to EMIS Data Collection Calendar to confirm each year)

22

31

31

  • T-2CS Pupil Transportation Report of Expenditures Due for Community Schools
    • Submitted to Ohio Department of Education Office of Pupil Transportation

31

31

  • Driver Medical Report (T-8 Physical Form) Deadline for Submission to Department Online
    • Submitted to Ohio Department of Education Office of Pupil Transportation 

31

  • Five-Year Forecast – EMIS Final Optional Data Reporting - Submission Window Closes
    • 5705.391
    • Submitted to EMIS - for Assistance Contact EMIS Help Desk or District’s ITC for Assistance with Five-year Forecast Related Issues contact Ohio Department of Education: Financial Analysis & Oversight

31

  • EMIS Period H Financial Data Closes
 
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September

Date Item Description

1

3

  • Five-Year Forecast – EMIS Initial Required Reporting - Data Submission Window Opens
    • 5705.391
    • Submitted to EMIS - for Assistance Contact EMIS Help Desk or District’s ITC
    • For Assistance with Five-year Forecast Development contact Ohio Department of Education: Financial Analysis & Oversight

14

15

  • Noncontributing Employees Salary Report Due to SERS
    • 3309.55
    • Submitted to School Employees Retirement System

15

  • Teacher to File with Treasurer Transcript of Additional Training

15

22

30

30

 
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October

Date Item Description

Varying Deadlines

  • School Income Tax Levy – Due 100 Days Before February Special Election
  • Non-Emergency Property Tax Levy Resolution Due – Due 100 Days Before February Election
  • School Board to Provide Written Notice Not to Re-Employ Treasurer

1

  • First Processing of EMIS Period K Data (October Count Data)
    • Submitted to EMIS

1

  • Jon Peterson Special Needs Scholarship Opens
    • Submitted to JPSN Scholarship (Ohio Department of Education Office of Nonpublic Educational Options)

1

  • Last Day for Temporary Appropriations in Effect, Annual Appropriation Must be Adopted.

14

  • Nonpublic Student Count Report Available (online reporting). This Date Changes Year to Year.

15

  • Pupil Transportation Miles and Pupil Count for Traditional Schools to be Reported on T-1 report - Submitted Online
    • Submitted to Ohio Department of Education Office of Pupil Transportation

15

  • Pupil Transportation Miles and Pupil Count for Community Schools to be Reported on T-1 report - Submitted Online
    • Submitted to Ohio Department of Education Office of Pupil Transportation

15

15

  • Pupil Transportation Ridership Report (T-1 - T-1CS) Due
    • Submitted to Ohio Department of Education Office of Pupil Transportation

17

  • Identification of Economically Disadvantaged Students in School Options Enrollment System (SOES) to be used for October Reporting Period for Federal Low-Income Count (FLICS)
    • Submitted to Ohio Department of Education Policy and Payments

22

  • Project Cash Request Advance Requests for November Approved
    • Submitted to Ohio Department of Education Grants Management

24

  • Federal Low-Income Count Summary Reports Posted to OH|ID Account; School Options Enrollment System (SOES) Data Entry Begins for Students with No EMIS Record From prior October Child Count
    • Submitted to Ohio Department of Education Policy and Payments

30

31

  • Community School Transportation Ridership Due
    • Submitted to Ohio Department of Education Policy and Payments

31

 
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November

Date Item Description

Varying Deadlines

  • First Tuesday after First Monday – General Election 3501.01
  • Classroom Facilities Program Bonds and Other Bond Issue (Preliminary Info) – Due 120 days Before March Primary Election (in presidential years only)
  • Local School Board Emergency Tax Levy Certificate of Necessity – Due 95 Days Before General Election
  • Classroom Facilities Program Bonds and Other Bond Issue Information – Due 90 Days Before February Special Election
  • Local School Board Bond Issue, Non-emergency Tax Levy, School Income Tax and Emergency Tax Levy – Due 90 Days Before February Special Election
  • Local School Board Emergency Tax Levy Resolution Due – Due 90 Days Before February Special Election
  • School Income Tax Levy – 100 Days Before February Special Election
  • Non-Emergency Property Tax Levy Resolution Due – 100 Days Before February Special Election
  • Treasurer Certifies to Board of Education Amount Necessary to Provide Payment of Final Judgments Against the District
  •  Treasurer to File Annual Financial Report with Auditor of State. Notice of Completion and Availability of Financial Report Published.
  • Periodic Billing to the Department Sent to School Districts for Transportation RAP-back Monitoring from Attorney General’s Office

7

  • Missing Data Corrections in SOES for Economically Disadvantaged Students Due for October Reporting Period
  • Submitted to Ohio Department of Education Policy and Payments

14

15

  • Jon Peterson Special Needs Scholarship Application Closes
    • Submitted to JPSN Scholarship (Ohio Department of Education Office of Nonpublic Educational Options)

15

  • Auxiliary Services Final Expenditure Report Due. Refund for Auxiliary Services at the End of Biennium

15

15

  • Resident District Last Day to Flag Transportation Records for Community School Pupils
    • Submitted to Ohio Department of Education Policy and Payments

22

30

30

  • Five-Year Forecast – EMIS Initial Required Reporting -Data Submission Window Closes
    • 5705.391
    • Submitted to EMIS - for Assistance Contact EMIS Help Desk or District’s ITC
    • For Assistance with Five-year Forecast Development contact Ohio Department of Education: Financial Analysis & Oversight
 
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December

Date Item Description

Varying Deadlines

1

  • Completion of Internal Budget Process for Succeeding Year

1

1

  • Online Reporting Certified Excess Cost for Pupils Who Were Provided Education and Related Services

1

  • Private Treatment Facility ADM Estimate Available

1

  • SF-14Y “Redline” Report Available for Prior Year

3

  • Five-Year Forecast – EMIS Initial Optional Reporting - Data Submission Window Opens
    • 5705.391
    • Submitted to EMIS - for Assistance Contact EMIS Help Desk or District’s ITC
    • For Assistance with Five-year Forecast Development contact Ohio Department of Education: Financial Analysis & Oversight

5

  • Classroom Facilities Program Bonds and Other Bond Issue Preliminary Info Submission Period Opens – Preliminary Info Due 120 Days Before Election Date (May 4, 2021)

8

  • Last Day for Resolution to Community School and Resident District Transportation Flags in Order for Transportation Record to be Funded
    • Submitted to Ohio Department of Education Office of Policy and Payments

15

  • Tuition Certification for Private Treatment Facility Available

15

22

31

  • Tuition Reimbursement for Students Placed in Department of Youth Services but Not Included in District ADM (SF-14Y Redline Report)

31

  • School Board Member Terms Expire in Applicable Years

31

  • Treasurer to Canvas Board to Establish Date of January Board Meeting
 
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January

Date Item Description

Varying Deadlines

  • Classroom Facilities Program Bonds and Other Bond Issue (Preliminary Info) – Due 120 days Before May Primary Election
  • School Income Tax Levy – Due 100 Days Before May Primary Election
  • Non-Emergency Property Tax Levy Resolution Due – Due 100 Days Before May Primary Election
  • Classroom Facilities Program Bonds and Other Bond Issue (Final Info) – Due 98 days Before May Primary Election
  • Education Monetary Assistance Database (EMAD) Open
  • Written Preliminary Evaluation of Administrators 60 Days Before Action on Contracts. Action Must be Taken on or Before March 31.

1

  • New Terms of Elected Board Members Begin

4

  • Classroom Facilities Program Bonds and Other Bond Issue (Preliminary Info) – Due 120 Days Before General Election (May 4)

11

  • First Extract Pulled from SOES for Federal Low-Income Count for February Reporting Period
    • Submitted to Policy and Payments

14

15

  • Period 1 Tuition - Deadline to Create New Tuition Applications and 30-day Timer Begins
    • Submitted to Ohio Department of Education Office of Field Services (area coordinators)

15

  • Organizational Meeting of School Board Not Later than this Date.
    • 3313.10, 3313.14
    • Certificates of election
    • Oaths of office
    • Board establishes service fund by resolution

15

  • Last Day for Board of Education to Hold Tax Budget Hearing. Last Day for Board of Education to Adopt Tax Budget

18

  • School Options Enrollment System (SOES)  Summary Reports Posted to OH|ID Account; SOES Data Entry Begins for Students with no EMIS Record from Prior October Child Count
    • Submitted to Ohio Department of Education Office of Policy and Payments

20

  • Tax Budget (or Alternate Form) Filed

22

  • Project Cash Request Advance Requests for February approved

25

  • Written Report of First Evaluation Must be Received by Teacher if Board Wishes to
  • Not Re-employ Teacher on Limited or Extended Contract.
  • 3319.111

26

  • Classroom Facilities Program Bonds and Other Bond Issue (Final Info) – Due 98 days before general election (May 4)

31

  • School Options Enrollment System (SOES) Missing Data Corrections for Economically Disadvantaged Students Due for   February Reporting Period
    • Submitted to Policy and Payments

31

  • Department of Youth Services Statement of Students with Disabilities Enrolled in Special Education Programs Available (June – Dec) - Form MO-8

31

  • Department of Youth Services Tuition Reimbursement Report Available (June – Dec) - Form SF-14Y

31

  • SF-14Y Redline Report from Prior Year Due

31

  • Request Submitted via Email to Transportation Office to Open T-1 Report.  

31

  • Organizational Meeting of ESC Board Not Later than this Date

31

31

 
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February

Date Item Description

Varying Deadlines

1

  • Cleveland Scholarship Program Application Opens
    • Submitted to Cleveland Scholarship (Ohio Department of Education Office of Nonpublic Educational Options)

1

  • Jon Peterson Special Needs (JSPN) Scholarship Program Application Opens
    • Submitted to JPSN Scholarship (Ohio Department of Education Office of Nonpublic Educational Options)

1

  • Private Treatment Facility ADM Actual Due

1

  • Tuition Certification for Private Treatment Facility due – 1st Reporting Period

1

  • EdChoice Scholarship Application Opens
    • Submitted to EdChoice (Ohio Department of Education Office of Nonpublic Educational Options)

14

15

  • New W-4 Forms from Each Employee who Claimed Total Exemption From Withholding During Previous Year

22

27

  • Data Accuracy/Completeness Sign-off Due for Period K (October Data)
 
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March

Date Item Description

Varying Deadlines

1

  • Budget Commission Certifies Action and Returns Copy of Tax Budget and its Official Certificate of Estimated Resources to the Board of Education

1

  • Last Date for Board Action on Expiration of Superintendent’s Contract. Board Must Provide Written Notice by this Date to Not Re-employ

1

6

  • Classroom Facilities Program Bonds and Other Bond Issue Preliminary Info Submission Period Opens – Preliminary Info Due 120 Days Before Election Date (Aug. 3)

17

22

  • Project Cash Request Advance Requests for April Approved
    • Submitted to Ohio Department of Education Grants Management

26

  • Five-Year Forecast – EMIS Initial Optional Reporting -Data Submission Window Closes
    • 5705.391
    • Submitted to EMIS - for Assistance Contact EMIS Help Desk or District’s ITC
    • For Assistance with Five-year Forecast Development contact Ohio Department of Education: Financial Analysis & Oversight

31

  • Single Audit Report Due for School Districts

31

31

  • Last Day for Board Action on Administrator Contracts. Board Must Provide Written Notice Not to Re-employ Administrators by this Date
 
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April

Date Item Description

Varying Deadlines

1

  • Five-Year Forecast – EMIS Required Spring Update Reporting - Data Submission Window Opens
    • 5705.391
    • Submitted to EMIS - for Assistance Contact EMIS Help Desk or District’s ITC
    • For Assistance with Five-year Forecast Development contact Ohio Department of Education: Financial Analysis & Oversight

1

  • Filing date for Certification of Resolution Authorizing Necessary Tax Levies on Current Duplicate for Collection in Next Calendar Year.

5

  • Classroom Facilities Program Bonds and Other Bond Issue (Preliminary Info) – Due 120 Days Before General Election (Aug. 3)

15

  • EdChoice Application Deadline
    • Submitted to EdChoice (Ohio Department of Education Office of Nonpublic Educational Options)

15

15

15

22

  • Project Cash Request Advance Requests for May Approved

30

  • Last Date to Give Written Notice on Intent Not to Re-employ Teachers and Nonteaching employees

30

 
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May

Date Item Description

Varying Deadlines

1

  • Board of Education to Appoint District Superintendent for a Term not to Exceed Five Years Beginning Aug. 1

1

1

15

18

22

31

  • Five-Year Forecast – EMIS Required Spring Update Reporting - Data Submission Window Closes
    • 5705.391
    • Submitted to EMIS - for Assistance Contact EMIS Help Desk or District’s ITC
    • For Assistance with Five-year Forecast Development contact Ohio Department of Education: Financial Analysis & Oversight

31

31

  • Cleveland Scholarship Program Application Closes
    • Submitted to Cleveland Scholarship (Ohio Department of Education Office of Nonpublic Educational Options)
 
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June

Date Item Description

1

  • Last Day of Notification of Contract Termination of Nonteaching Employees

1

  • Last day for Teaching Employees to Notify Board in Writing of Refusal to Accept Contract

3

  • Five-Year Forecast – EMIS Final Optional Reporting - Data Submission Window Opens
    • 5705.391
    • Submitted to EMIS - for Assistance Contact EMIS Help Desk or District’s ITC
    • For Assistance with Five-year Forecast Development contact Ohio Department of Education: Financial Analysis & Oversight

5

  • Classroom Facilities Program Bonds and Other Bond Issue Preliminary Info Submission Period Opens – Preliminary Info Due 120 Days Before Election Date (Nov. 2, 2021)

8

  • EdChoice Application Public School Review Closed
    • Submitted to EdChoice (Ohio Department of Education Office of Nonpublic Educational Options)

10

  • ESC Service Contracts to be approved for Inclusion by ESCs and districts in the School Finance ESC Contract system (behind your OH | ID account) in Subsequent Year #1 Foundation Payment

12

15

30

30

  • School District Fiscal Year End 9.34
    • Final appropriation measure approved by board and Submitted to County Auditor
    • Final amended certificate of estimated resources for fiscal year
    • Temporary appropriations measure for next fiscal year adopted
    • Last date to obligate federal and state grant funds
    • Tax settlement of general personal and classified property taxes
 
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Last Modified: 11/16/2020 4:39:49 PM