Income Allocation

Income Allocation Model (IAM)

22/23 AB Budget Formulas

Formula Backup Documentation:

A1 - Goals FTES
A2 - Target Summary FTES
B - Income - Unrestricted General Fund
C - Dedicated Income Analysis
D - Estimated Ending Balance Summary
E1 - Districtwide Commitments
E2 - District Services Summary
E3 - District Services by Smartkey
E4 - Definition of District Services
F1 - Calculation of Contingency Reserve
F2 - Plan to Fund Dedicated Reserve
G - Site Holding Accounts & Comparisons to Prior Year
H - 2 Digit Employee Benefits Budget
I - Employee Benefit Rates
J - Full-Time Faculty Hiring Funds

22/23 TB Budget Formulas

22/23 Income Allocation Model

Formula Backup Documentation:

A1 - Goals FTES
A2 - Target Summary FTES
B - Income - Unrestricted General Fund
C - Dedicated Income Analysis
D - Estimated Ending Balance Summary
E1 - Districtwide Commitments
E2 - District Services Summary
E3 - District Services by Smartkey
E4 - Definition of District Services
F1 - Calculation of Contingency Reserve
F2 - Plan to Fund Dedicated Reserve
G - Site Holding Accounts & Comparisons to Prior Year
H - 2 Digit Employee Benefits Budget
I - Employee Benefit Rates
J - Full-Time Faculty Hiring Funds

21/22 AB Budget Formulas

21/22 Income Allocation Model

Formula Backup Documentation:

A1 - Goals FTES
A2 - Target Summary FTES
B - Income - Unrestricted General Fund
C - Dedicated Income Analysis
D - Ending Balance Summary
E1 - Districtwide Commitments
E2 - District Services Summary
E3 - District Services by Smartkey
E4 - Definition of District Services
F1 - Calculation of Contingency Reserve
F2 - Plan to Fund Dedicated Reserve
G - Site Holding Accounts & Comparisons to Prior Year
H - 2 Digit Employee Benefits Budget
I - Employee Benefit Rates
J - Full-Time Faculty Hiring Funds

21/22 TB Budget Formulas

21/22 Income Allocation Model

Formula Backup Documentation:

A1 - Goals FTES
A2 - Target Summary FTES
B - Income - Unrestricted General Fund
C - Dedicated Income Analysis
D - Projected Ending Balance Summary
E1 - Districtwide Commitments
E2 - District Services Summary
E3 - District Services by Smartkey
E4 - Definition of District Services
F1 - Calculation of Contingency Reserve
F2 - Plan to Fund Dedicated Reserve
G - Site Holding Accounts & Comparisons to Prior Year
H - 2 Digit Employee Benefits Budget
I - Employee Benefit Rates
J - Full-Time Faculty Hiring Funds

20/21 AB Budget Model

20/21 Income Allocation Model

Formula Backup Documentation:

A1 - Goals FTES
A2 - Target Summary FTES
B - Income - Unrestricted General Fund
C - Dedicated Income Analysis
D - Projected Ending Balance Summary
E1 - Districtwide Commitments
E2 - District Services Summary
E3 - District Services by Smartkey
E4 - Definition of District Services
E5 - Step, Column and Longevity
F1 - Calculation of Contingency Reserve
F2 - Plan to Fund Dedicated Reserve
G - Site Holding Accounts & Comparisons to Prior Year
H - 2 Digit Employee Benefits Budget
I - Employee Benefit Rates

20/21 TB Budget Model

20/21 Income Allocation Model

Formula Backup Documentation:

19/20 AB Budget Model

19/20 Income Allocation Model

Formula Backup Documentation:

A1 - Goals FTES
A2 - Target Summary FTES
B - Income - Unrestricted General Fund
C - Dedicated Income Analysis
D - Ending Balance Summary
E1 - Districtwide Commitments
E2 - District Services Summary
E3 - District Services by Smartkey
E4 - Definition of District Services
E5 - Step, Column and Longevity
F1 - Calculation of Contingency Reserve
F2 - Plan to Fund Dedicated Reserve
G - Site Holding Accounts & Comparisons to Prior Year
H - 2 Digit Employee Benefits Budget
I - Employee Benefit Rates
J - Full Time Faculty Hiring Funds

19/20 TB Budget Model

19/20 Income Allocation Model

Formula Backup Documentation:

18/19 and older Budget Models

Expand All | Collapse All

18/19 AB Budget Model

2018/19 Income Allocation Model

Formula Backup Documentation:

A1 - Goals FTES
A2 - Target Summary FTES
B - Income - Unrestricted General Fund
C - Dedicated Income Analysis
D - Projected Ending Balance Summary
E1 - Districtwide Commitments
E2 - District Services Summary
E3 - District Services by Smartkey
E4 - Definition of District Services
E5 - Step, Column and Longevity
F1 - Calculation of Contingency Reserve
F2 - Plan to Fund Dedicated Reserve
G - Site Holding Accounts & Comparisons to Prior Year
H - 2 Digit Employee Benefits Budget
I - Employee Benefit Rates
J - Full-Time Faculty Hiring Funds

18/19 TB Budget Model

2018/19 Income Allocation Model

17/18 AB Budget Model

2017/18 Income Allocation Model

AB Formula Backup Documentation:

A - FTES Goals and Summary
B - Income - Unrestricted General Fund
C - Dedicated Income Analysis
D - Ending Balance Summary
E1 - Districtwide Commitments
E2 - District Services Summary
E3 - 17-18 AB Adj District Services by SmartKey
E4 - Definition of District Services and Districtwide
F - District Contingency Reserve
G - None
H - 2 Digit Employee Benefits Budget
I - Employee Benefit Rates

17/18 TB Budget Model

2017/18 Income Allocation Model

Formula Backup Documentation:

A - Goals FTES
B - Income - Unrestricted General Fund
C - Dedicated Income Analysis
D - Projected Ending Balance Summary
E1 - Districtwide Commitments
E2 - District Services Summary
E3 - Income Allocation Model Definition of District Services and Districtwide
F - Calculation of Contingency Reserve
G - Site Holding Accounts & Comparisons to Prior Year
H - 2 Digit Employee Benefits Budget
I - Employee Benefit Rates

16/17 AB Budget Model

2016/17 Income Allocation Model

AB Formula Backup Documentation

A - Goals FTES
B - Income - Unrestricted General Fund
C - Dedicated Income Analysis
D - Ending Balance Summary
E1 - Districtwide Commitments
E2 - District Services Summary
F - District Contingency Reserve
G - Site Holding Accounts & Comparisons to Prior Year

16/17 TB Budget Model

2016/17 Income Allocation Model

Formula Backup Documentation:

A- Goals FTES
B - Income - Unrestricted General Fund
C - Dedicated Income Analysis
D - Projected Ending Balance Summary
E1 - Districtwide Commitments
E2 - District Services Summary
E3 - Income Allocation Model Definition of District Services and Districtwide
F - Calculation of Contingency Reserve
G - Site Holding Accounts & Comparisons to Prior Year
H - 2 Digit Employee Benefits Budget
I - Employee Benefit Rates

15/16 AB Budget Formula

2015/16 Income Allocation Formula

AB Formula Backup Documentation

A - Goals FTES
B - Dedicated Income Analysis
C - Income - Unrestricted General Fund
D - Ending Balance Summary
E - District Services
F - Districtwide Commitments
G - Calculated Reserve
H - Site Holding Accounts & Comparisons to Prior Year
I - 2 Digit Employee Benefits
J - Employee Benefit Rates
K - Income Allocation Formula Criteria

15/16 TB Budget Formula

2015/16 Income Allocation Formula

Formula Backup Documentation:

A - Goals FTES
B - Dedicated Income Analysis
C - Income - Unrestricted General Fund
C - Total Computational Revenue Calculations
D - Projected Ending Balance Summary
E - District Services
F - Districtwide Commitments
G - Calculation of Contingency Reserve
M1 - Site Holding Accounts & Comparisons to Prior Year
M2 - 2 Digit Employee Benefits BudgetM3 - Employee Benefit Rates
M3 - Employee Benefit Rates

14/15 AB Budget Formula

Budget Book

14/15 Adoption Budget
14/15 Adoption Budget Presentation

Income Allocation Formula

14/15 Income Allocation Formula
14/15 Income Allocation Formula Criteria

AB Formula Backup Documentation:

Goals FTES
Dedicated Income Analysis
Income - Unrestricted General Fund
Ending Balance Summary
Districtwide Commitments
District Services
Site Holding Accounts & Comparisons to Prior Year

Formula - Other Helpful Information

2 Digit Employee Benefits Budget
Components of Benefits

14/15 TB Budget Formula

Income Allocation Formula

2014/15 Income Allocation Formula

Formula Backup Documentation:

Goals FTES
Dedicated Income Analysis
Income - Unrestricted General Fund
Projected Ending Balance Summary
Districtwide Commitments
District Services
Site Holding Accounts & Comparisons to Prior Year

13/14 AB Budget Formula

Income Allocation Formula

2013/14 Income Allocation Formula
2013/14 Income Allocation Formula Criteria

Formula - Other Helpful Information:

2 Digit Employee Benefits Budget
Components of Benefits

13/14 TB Budget Formula

Income Allocation Formula

2013/14 Income Allocation Formula

Formula Backup Documentation:

Goals FTES
Dedicated Income Analysis
Income - Unrestricted General Fund
Projected Ending Balance Summary
Districtwide Commitments
District Services
Site Holding Accounts & Comparisons to Prior Year

Formula - Other Helpful Information:

2 Digit Employee Benefits Budget
Components of Benefits

12/13 AB Budget Formula

Income Allocation Formula

2012/13 Income Allocation Formula
2012/13 Income Allocation Formula Criteria

AB Formula Backup Documentation:

Goals FTES
Dedicated Income Analysis
Income - Unrestricted General Fund
Projected Ending Balance Summary
Districtwide Commitments
District Services
Site Holding Accounts & Comparisons to Prior Year

Formula - Other Helpful Information:

2 Digit Employee Benefits Budget
Components of Benefits

12/13 TB Budget Formula

Income Allocation Formula

2012/13 Income Allocation Formula

2012/13 TB Formula Backup Documentation:

Goals FTES
Dedicated Income Analysis
Income - Unrestricted General Fund
Projected Ending Balance Summary
Districtwide Commitments
District Services
Site Holding Accounts & Comparisons to Prior Year

Formula - Other Helpful Information:

2 Digit Employee Benefits Budget
Components of Benefits

11/12 AB Budget Formula

Income Allocation Formula

Income Allocation Model - December 1998
2011/12 Income Allocation Formula
2011/12 Income Allocation Formula Criteria

AB Formula Backup Documentation:

Goals FTES
Dedicated Income Analysis
Income - Unrestricted General Fund
10/11 Ending Balance Summary
Districtwide Commitments
District Services
Site Holding Accounts & Comparisons to Prior Year

Formula - Other Helpful Information:

Economy of Scale
Employee Benefits Rates
2 Digit Employee Benefits Budget
Components of Benefits

11/12 TB Budget Formula

Income Allocation Formula

2011/12 Income Allocation Formula

2011/12 TB Formula Backup Documentation:

Goals FTES
Dedicated Income Analysis
Income - Unrestricted General Fund
Projected Ending Balance Summary
Districtwide Commitments
District Services
Site Holding Accounts & Comparisons to Prior Year

Formula - Other Helpful Information:

2 Digit Employee Benefits Budget
Components of Benefits

10/11 AB Budget Formula

Income Allocation Formula

Income Allocation Model - December 1998
2010/11 Income Allocation Formula
2010/11 Income Allocation Formula Criteria
History of FTES Goals

AB Formula Backup Documentation:

Goals FTES
Dedicated Income Analysis
Income - Unrestricted General Fund
09/10 Ending Balance Summary
Districtwide Commitments
District Services
Site Holding Accounts & Comparisons to Prior Year

Formula - Other Helpful Information:

Employee Benefits Budget
Components of Benefits
Employee Benefits Rates

10/11 TB Budget Formula

Income Allocation Formula

Income Allocation Model - December 1998
2010/11 Income Allocation Formula
2010/11 Income Allocation Formula Criteria
History of FTES Goals (Pending Adoption Budget)

2010/11 TB Formula Backup Documentation:

Goals FTES
Dedicated Income Analysis
Income - Unrestricted General Fund
Projected Ending Balance Summary
Districtwide Commitments
District Services
Site Holding Accounts & Comparisons to Prior Year

Formula - Other Helpful Information:

Employee Benefits Budget
Components of Benefits
Employee Benefits Rates