What's New: 2026–27 Interims Reporting

Listed below is a summary of changes made to the 2026–27 Interim reporting components of the Standardized Account Code Structure (SACS) Web financial reporting system. For additional information on each of the forms and reports, refer to the relevant sections of the SACS Web System User Guide.

Revised Fund Forms

• Form 01I—"Restricted" and "Unrestricted/Restricted" tabs
  • Federal Revenue Section: Other Every Student Succeeds Act
    • Removed the obsolete Resource 4128, Object 8290 line and moved the resource to the All Other, Object 8290 line.
  • Other Local Revenue Section: Transfer of Apportionments
    • Removed the obsolete Regional Occupational Center/Program (ROC/P) Transfers Section:
      • Removed Resource 6360, Object 8791 line and moved the resource to the All Other, Object 8791 line.
      • Removed Resource 6360, Object 8792 line and moved the resource to the All Other, Object 8792 line.
      • Removed Resource 6360, Object 8793 line and moved the resource to the All Other, Object 8793 line.
  • Other Outgo (excluding Transfers of Indirect Costs)
    • Removed the obsolete ROC/P Transfers of Apportionments section and moved the following resource, object combinations to the All Other, Object 7221–7223 line:
      • Resource 6360, Object 7221 line
      • Resource 6360, Object 7222 line
      • Resource 6360, Object 7223 line
• Form 01I––All tabs except “Restricted Detail” tab, and
  Form 09I and 62I––“Expenditures by Object” tab
  • Other State Revenue Section
    • Removed the obsolete California Clean Energy Jobs Act, Resource 6230, Object 8590 line and moved the resource to the All Other, Object 8590 line.
• Form 01I––All tabs except “Restricted Detail” tab, and
  Form 09I, 62I and 67I––“Expenditures by Object” tab
  • In the category "Services and Other Operating Expenditures/Expenses," the Insurance object code range has been updated from 5400–5450 to 5400–5499.
  • In the category "Services and Other Operating Expenditures/Expenses," the Professional/Consulting Services and Operating Expenditures object code has been revised from 5800 to the object code range 5800–5899.

Revised Supplemental Forms

• Form MYPI—Multiyear Projections
  • Adjusted the dollar amounts used in the Unrestricted/Restricted worksheet, Reserve Standard Percentage Level (Line F3d for county offices of education [COEs] and districts, and Line F5 for joint powers agencies [JPAs]) and Reserve Standard – By Amount (Line F3f for COEs and districts, and Line F7 for JPAs), based on the cost-of-living adjustment (COLA) made to the Criteria and Standards Review form.
    • Adjusted reserve levels for all local educational agencies (LEAs), based on prior year’s statutory COLA.

Revised Criteria and Standards

• Form 01CSI—Criteria and Standards Review
  • COE/District/JPA – Criterion 8/10 – Reserves
    • Adjusted reserve levels for all LEAs, based on prior year’s statutory COLA.

Revised Technical Review Checks (TRCs)

TRC CHK-RESOURCE6500xOBJ8091 – The TRC message has been updated to remove the text “/Revenue Limit” in reference to Object 8099 when the TRC fails.

TRC SPECIAL-ED-GOAL – TRC message has been updated to remove reference to Resource 3332. TRC programming updated to no longer exclude Resource 3332.

Revised Reports

• Report SEMAI—Special Education Maintenance of Effort (SEMOE)
  • LEA MOE Calc Tab, updated the old text “sections 3.A.1,3.A.2,3.B.1, and 3.B.2” with the new text “section 3. Test 1,Test 2,Test 3, and Test 4”, matching to the renumbered expenditure methods in the form.