1 J-90 User Manual for Excel and PDF Forms 2008
Contents
1. J 90 User Manual for Excel and PDF Forms 2008 09 Salary amp Benefit Schedule for the Certificated Bargaining Unit Excel and PDF Checklist Send Charter School LNA NRA Enter your data into the Excel Spreadsheets or PDF Form More detailed explanation of questions see Detailed Explanation of Questions on Pages 6 9 Double check your data Print and mail your J 90 to School Services of California see Part IX Certification on Page 5 check sheet if applicable Go to CD menu 916 446 7517 ext 1200 or e mail kathes sscal com Due Date July 1 2009 or once negotiations are completed for 2008 09 There is a problem with the J 90 Software printou where it asks what the percentag It should show 2007 explanation section Please ignore these receiving from me af dates and will not have the no summer school item on them Need additional help see Frequently Asked Questions on page 10 or contact Kathe Sadler at 08 but shows 2005 06 And in t in two errors The confirmation report CSE the General ummer School t you ll be Data increase was over the prior year the 5 it shows no summer school provided this year I ve reviewed your data will have the correct My apologies for missing these problems prior to sending the CDs out J 90 User Manual for Excel and PDF Forms 2008 09 Salary amp Benefits Schedule for the Certificated Bargaining2. negotiations are complete so don t send a letter to your Chief Business Official SALARY We have two salary schedules one for teachers with a credential and one for those without What you need to do is combine the two schedules into one Enter the noncredentialed salary schedule in the first columns followed by the credentialed schedule We want the salaries to increase as they go across the columns SALARY Do have to report longevity Yes You ll treat the steps as years If longevity is given at year 15 you ll add the longevity stipend to the last base salary amount in that column and enter in step 15 If another amount is given for 20 years you ll enter that in step 20 and so on SALARY After enter all the salary data your software gives an error message that the FTEs don t match or it prints an error message at the bottom of the salary schedule Why Go back into the General Data screen page 2 Change that number to reflect the number of total salary FTEs at the top of the salary schedule SALARY COLUMNS When print my data part of the column heading is cut off in the Windows software Not to worry If you send your J 90 by diskette or e mail l Il be able to extract the complete column heading and will send you a confirmation copy for your records PRINTING Why do get a run time error when trying to print or preview the data Most likely it s because you d
3. Unit PART 10 11 12 13 DISTRICT INFORMATION Enter district name and county Enter the percent increase received if any for 2008 09 If the teachers received a one time only or off the schedule bonus enter that amount in either a percentage or dollar amount per FTE don t confuse with item C You ll find the answer in the contract Enter the number of service days for a teacher returning to your district This number should be higher than 5 Enter the number of days the teacher is actually in the classroom teaching see this mostly in Alameda County Most districts provide benefit coverage Provide the date your 2008 09 certificated salary schedule was effective If you have not settled yet call me with an approximate time frame or provide the last effective date even if it s been years Enter the highest placement for an experienced teacher just entering the district Enter the highest placement for an emergency or intern credential teacher How many of your teachers are working on an emergency or intern credential Please provide either the hourly daily or session rate for your summer school teachers Provide an explanation if necessary If your district s salary schedule includes Charter School FTEs please go to the CD and click on the Charter Schools Check Sheet and complete that information and send back with your J 90 J 90 User Manual for 2008 09 Salary amp Benefits Schedule Excel a
4. e salaries for principals and superintendents for districts use in their School Accountability Report Cards pursuant to Education Code Section 41409 3 In order for this data to be meaningful the amounts entered need to be annualized Therefore enter the average annualized salary amounts for elementary middle and high school principals Do not include vice principals continuation or adult ed principals Provide the number of obligated service days excluding any vacations or holidays SUPERINTENDENT SALARY DATA Enter the annualized base salary for your district or county superintendent Example 1 District Y s superintendent was hired in the middle of the school year and was paid half of his annual contract amount of 70 000 or 35 000 Enter the annual amount of 70 000 under District Superintendent Example 2 District Z pays its superintendent 60 000 annually However his annual term is only 10 months out of the year The superintendent s annualized salary would be 72 000 60 000 divided by 10 x 12 Provide the number of obligated service days for your superintendent excluding any vacations or holidays For districts with a split or shared position please indicate the percentage for superintendent duties Example 1 A superintendent s time is split 60 principal 40 superintendent The superintendent s contract is for 70 000 annually and is prorated 40 000 principal 30 000 superintendent The annualized amount for the su
5. for retirees by indicating the age to which the district pays In addition districts that have been providing postemployment benefits to retirees past age 65 have been required to secure an actuarial study of those benefits Districts that have been providing postemployment benefits to retirees but not past age 65 may have voluntarily secured an actuarial study of those benefits If your district has secured such a study enter the date of the latest study that has been completed as well as the amount specified in the study as the total unfunded future liability to the district for postemployment health and welfare benefits Provide retiree data for retirees under 65 years of age and again for retirees over age 66 Enter in the same manner as you did with the active employees J 90 User Manual for 2008 09 Salary amp Benefits Schedule Excel and PDF Forms for the Certificated Bargaining Unit PART IX CERTIFICATION Print your completed J 90 and mail to the address below or send as an attachment to my e mail address kathes sscal com Please provide your name and phone number with extension Enclose a copy of your 2008 09 Certificated Teacher s Salary Schedule and Charter Schools Check Sheet if applicable located on the CD menu Due date July 1 2009 Submit to Kathe Sadler School Services of California 1121 L Street Suite 1060 Sacramento CA 95814 916 446 7517 ext 1200 916 446 2011 fax J 90 De
6. her the bonuses increase automatically as increases are applied to the salary schedule PART V PRINCIPAL SALARY DATA Determine the average annualized salary for your elementary school principals and enter that amount Do not include vice principals Determine the average annualized salary for your middle school principals and enter that amount Do not include vice principals Determine the average annualized salary for your high school principals and enter that amount Do not include vice principals continuation or adult school principals Provide the number of obligated service days for elementary principals Please exclude holidays and vacations Provide the number of obligated service days for middle school principals Please exclude holidays and vacations Provide the number of obligated service days for high school principals Please exclude holidays and vacations 3 J 90 User Manual for 2008 09 Salary amp Benefits Schedule Excel and PDF Forms for the Certificated Bargaining Unit PART VI SUPERINTENTDENT SALARY DATA Provide the superintendent s annualized base salary Do not include any stipends such as mileage or expense allowances etc Provide the number of obligated service days for your superintendent Please exclude holidays and vacations If you take 260 days and subtract 3 4 weeks vacation and 13 14 holidays the average number of actual service days should be approximately 226 231 If your S
7. lary schedule for the certificated classroom teachers Enter your noncredentialed teachers in the first columns followed by the fully credentialed Enter the minimum degree and or semester unit requirements for each column listed If the column is for noncredentialed teachers please title the column NON CRED and degree requirement if any Abbreviate degree name and convert quarter units by a 2 3 factor to semester units Example Abbreviate a Bachelor s degree as BA or a Master s degree as MA Ninety quarter units is equivalent to 60 semester units 90 times 2 3 FOR EACH STEP LISTED ON THE CERTIFICATED BARGAINING UNIT BASE SALARY SCHEDULE ENTER THE FOLLOWING e The annual salary whole dollars e The number of Full Time Equivalent FTE teachers FOR EACH LONGEVITY STEP LISTED ON THE CERTIFICATED BARGAINING UNIT LONGEVITY SCHEDULE ENTER THE FOLLOWING e Treat steps as years e The annual salary amount plus the longevity bonus whole dollars e The number of FTEs for each applicable longevity step Only report FTE once for any one employee either in the salary schedule or the salary schedule longevity Do not allocate more than 1 0 FTE to any one employee J 90 Detailed Instructions and 2008 09 Salary amp Benefit Schedule Explanations of Questions for the Certificated Bargaining Unit PRINCIPAL SALARY DATA The California Department of Education collects this data for purposes of calculating the statewide averag
8. nd PDF Forms for the Certificated Bargaining Unit PART Il SALARY SCHEDULE You must report all teachers who are paid on the certificated teacher s salary schedule including temporary teachers If you use the J 90 form to report salaries be sure you provide the column headings i e BA BA 30 MA etc If you have two salary schedules report your noncredentialed teachers in the first columns followed by the credentialed salaries Provide all salary amounts not just where an FTE is present You can save yourself time and trouble by using one of the district s pre printed salary schedules from the contract and jot down the number of FTEs next to each applicable salary amount LONGEVITY If the districts pays a 1 500 longevity amount for 15 years of service and another 1 500 for 20 years and again for 25 and 30 years take the last step s regular salary amount in each column and add the 1 500 to that amount and enter on step 15 for 15 years then add another 1 500 to that for 20 years on step 20 and so on You ll treat steps as years when entering the longevity PART Ill OTHER SCHEDULE INFORMATION Mark an X if any of the professionals listed there are paid from the same salary schedule as your certificated teachers PARTIV CERTIFICATED BARGAINING UNIT BONUSES Enter the annual bonus if any for the positions listed You may also list up to four others if you d like Do not include extra curricular duties Please indicate whet
9. on t have any FTEs in your salary schedule You can enter 1 FTE to be able to print and then add the rest of them later WHERE IS MY DATA have entered some of my data in the Windows software program but when go back in it s not there Call me at 916 446 7517 ext 1200 Do not reinstall the software or reenter before calling me Chances are it s there and can help you 10 HOW DO I SAVE THE DATA Windows If you are using the Windows software you need to click the Done button after each section HOW DO I SAVE THE DATA PDF Form You will not be able to save your data unless you have Adobe Acrobat full version Acrobat Reader does not allow you to save 11
10. perintendent is 75 000 30 000 divided by 40 and 66 667 for the principal 40 000 divided by 60 CERTIFICATED BARGAINING UNIT BENEFITS SCHEDULE Please indicate the maximum annual district contributions for health dental vision and life You should have an amount for either cafeteria or single two party and family plans List by type of plan the names of all health dental vision life and other benefit plan carriers The annual cost of each plan per employee The annual district contribution for each plan per employee The number of FTEs under each carrier Note Okay to use head counts if necessary Composite rate plans are not based on the number of dependents J 90 Detailed Instructions and 2008 09 Salary amp Benefit Schedule Explanations of Questions for the Certificated Bargaining Unit CERTIFICATED BARGAINING UNIT BENEFITS SCHEDULE FOR RETIREES Note If the district simply offers health care options for your retirees to purchase on their own but does not pay the costs you may skip this section The page for retirees contains three questions about the postemployment benefits provided by the district Indicate how long after retirement the district pays for any portion of health and welfare benefits for retirees by indicating the age to which the district pays In addition districts that have been providing postemployment benefits to retirees past age 65 have been required to secure an actuarial study of
11. r the 2008 09 school year Enter the number of teacher instructional days actual days in the classroom Does your district provide a separate amount for health and welfare benefits or does it include the benefits in the salary amounts Only a few districts include the benefit dollars in the salary schedule Effective date of the 2008 09 salary schedule If not settled enter the last effective date Enter the highest initial placement step and column if applicable for an experienced teacher just entering the district Enter the highest initial placement step and column if applicable for an emergency or intern credentialed teacher Specify the number of FTEs with an emergency or intern credential Provide summer school classroom teachers pay rate Indicate if your district s salary schedule includes any charter school teachers Note We are only interested in district funded charters If you re using the software Acrobat Reader will open when you click Yes Please go to your county and note the charter that s included and either click the Send to SSC button or print that page to mail in with your J 90 If you have difficulty with Acrobat you can simply include a note when you submit J 90 Detailed Instructions and 2008 09 Salary amp Benefit Schedule Explanations of Questions for the Certificated Bargaining Unit SALARY SCHEDULE DATA Note For districts with no bargaining units please use the sa
12. tailed Instructions and 2008 09 Salary amp Benefit Schedule Explanations of Questions for the Certificated Bargaining Unit The following instructions are provided to assist you in completing the J 90 Salary amp Benefits Schedule These instructions are organized by part and further subdivided into sections that correlate to the J 90 software and form GENERAL DATA 1 10 11 12 Percentage of regular salary schedule change over prior year salary schedule Enter the percentage nearest tenth change of the current salary schedule over the prior year schedule DO NOT consider the effective date of the schedule and DO NOT include step amp column adjustments in arriving at the percentage of change Example District Y s 2008 09 salary schedule was increased by 5 5 over the 2007 08 schedule The schedule was also adopted by the board on September 1 2008 and was effective on October 1 2008 The percentage change is 5 5 One time or off the schedule across the board bonus amount is not to be confused with the above item This is a one time bonus amount in addition to the percentage of regular salary schedule change Enter the dollar or percentage amount Please indicate if there is contingency language in the collective bargaining agreement that could retroactively increase or decrease the 2008 09 teacher salary schedule Enter the number of scheduled required service days per the contract for returning teachers fo
13. those benefits Districts that have been providing postemployment benefits to retirees but not past age 65 may have voluntarily secured an actuarial study of those benefits If your district has secured such a study enter the date of the latest study that has been completed as well as the amount specified in the study as the total unfunded future liability to the district for postemployment health and welfare benefits In the main section provide retiree data for retirees under 65 years of age And again for retirees over age 66 Enter in the same manner as you did with the active employees To submit your data click on the Submit Data icon Emailing the files is the easiest way to send it You ll need an Exchange type server for this to work If you don t you can attach the files in an email to me You will find the files in your C Program Files School Services of CA 2008 09 J 90 Folder Send the tsal109 dbf through tsal609 dbf Call me if you need assistance at 916 446 7517 Thank you Kathe Frequently Asked Questions Questions Answers Can complete my J 90 on a Macintosh You ll only be able to use the Excel or PDF forms You can also print the forms and complete by hand We have not settled for 2008 09 yet What should we do If you think you ll settle by October 1 2009 hold off until then The database stays open until October 15 It s a good idea to call me and let me know you re waiting until
14. uperintendent works less than full time in this capacity please provide the percentage of time he she is acting as the Superintendent Usually about 30 if this person is also a principal PART VII CERTIFICATED BARGAINING UNIT BENEFIT SCHEDULE Do not include classified personnel in your benefit schedule There are two pages for Benefit data The first page is for your Active Employees Specify the name of the agency or trust if your district purchases health plans through a joint powers authority or a trust Enter the plan name i e Blue Cross BC Delta Dental DD VSP etc Please feel free to abbreviate Next line is for the annual cost of the plan on a per FTE basis On the line below enter the annual amount the district will contribute for each plan again on a per FTE basis The number of FTEs is entered under that Most districts count heads for their benefits not FTEs and that s fine Please provide the district s annual benefit cap That s the maximum amount they will pay for health dental vision and life for each single two party family or cafeteria plan Note If the district simply offers health care options for your retirees to purchase on their own but does not pay the costs you may skip this section The page for retirees contains three questions about the postemployment benefits provided by the district Indicate how long after retirement the district pays for any portion of health and welfare benefits
Download Pdf Manuals
Related Search