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 2012-2013 application will tentatively open in       May 2013

 

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 by going to the School Finance Reporting Portal located at the School Finance Team web page. Contact Brad Adams by e-mail at bradley.adams@dpi.wi.gov or by telephone at (608) 267-3752 should you have questions.

Training Materials

  • Instructions for using the on-line application. (will be updated)
  • Transfer of Service General Information - Basic Guidelines (will be updated)
  •  Transfer of Service Part 1: What Is Transfer of Service (will be updated)
  •  Transfer of Service Part 2: Navigating Around the TOS On-Line Report (will be updated)
  •  Transfer of Service Part 3: Filling Out Part A of the TOS On-Line Report (will be updated)
  •  Transfer of Service Part 4: Filling Out Part B of the TOS On-Line Report (will be updated)
  •  Transfer of Service Part 5: Filling Out Part C (Summary) of the TOS On-Line Report (will be updated)
Click here for the → PI-5000 On-line Application process for the Transfer of Service Revenue Limit Exemption Request. The 2012-2013 application will tentatively open in May 2013.

 

Transfer of Service Logs

Transfers Resulting from the Dissolution of a CCDEB

Questions?

If you have any questions regarding transfer of service contact Brad Adams, Consultant, bradley.adams@dpi.wi.gov, or by telephone at: (608) 267-3752.

For questions about this information, contact dpifin@dpi.wi.gov (608) 267-9114
Metatag Subject: 
Team Content Keywords: