Transfer of Service

PI-5000 Transfer of Service On-line Application

Click here for the PI-5000 On-line Application process for the Transfer of Service Revenue Limit Exemption Request. The 2013-2014 application will open on February 24, 2014. 

What is Transfer of Service?

The Transfer of Service Exemption (Wis. Stat. 121.91(4)(a)) provides that a school district which assumes responsibility for a program or service from another governmental unit may request and be granted an exemption to the district revenue limit equal to the increased cost due to that program or service. If the service transferred is a student that requires Special Education or ESL services, the exemption will be reduced by the amount of categorical aid the district will receive the following year, as determined by DPI. If the previous governmental unit was another Wisconsin school district, that district's revenue limit may be reduced by an amount equal to their reduction in cost as a result of that transfer out.

Important Due Dates for Transfer of Service

  • Aug 30 - Part A Documentation
  • Aug 30 - Part B Verification
  • Aug 30 - Part C TOS Revenue Limit Request (Summary)

In-state, out-of-state, and other government requests will need to be submitted on-line by the due date. Forms must be completed on-line with all appropriate verifications where required. The application is considered complete when Part C (Summary) is submitted. Amendments can be made at any time up to the due date.

There is a separate TOS form available for special education students and for limited English proficient students. Basic guidelines and an on-line tutorial are available by clicking on a link below.

Districts can view any district's Transfer of Service contact information from the Transfer of Service Portal by clicking on the green "Contacts" tab in the row of six tabs, located below the bar on the screen. Contact Bruce Anderson by e-mail at bruce.anderson@dpi.wi.gov or by telephone at (608) 267-9707 or Karen Kucharz by e-mail at karen.kucharz@dpi.wi.gov or by telephone at (608) 266-3464, should you have questions.

Training Materials

Click here for the PI-5000 On-line Application process for the Transfer of Service Revenue Limit Exemption Request. The 2013-2014 application will open on February 24, 2014.

 

Transfer of Service Logs

Transfers Resulting from the Dissolution of a CCDEB

Questions?

If you have any questions regarding transfer of service contact Bruce Anderson, Consultant, bruce.anderson@dpi.wi.gov, or by telephone at: (608) 267-9707 or Karen Kucharz, Consultant, karen.kucharz@dpi.wi.gov or by telephone at (608) 266-3464.

For questions about this information, contact dpifin@dpi.wi.gov (608) 267-9114