4. Calculate 3.8%, 2.1% and 1.7% of your Step 3 total and enter here
3.8% = _______ 2.1% = ________ 1.7%= ________.
For the purposes of the following calculations, do not assume any change in: (1) the identity of Step 1 employees; (2) the level of service they provide to the district or (3) the fringe benefits Step 1 employees received or the applicable employer % contribution level. Do assume that any cost increase incurred during the year was in effect for the entire year.
QEO 1 Fringe Benefit Calculation
5. Using the same employees identified in Step 1 and the fringe benefits and employer percentage contribution levels identified in Step 2, calculate the actual employer cost of maintaining the fringe benefits and employer percentage contribution levels for the first 12-month period following the stated expiration date in the current/most recently expired contract. If your contract will have a duration of less than 12 months, prorate your cost calculation to reflect your actual contract duration, if appropriate. Enter this cost here and on Form B, QEO 1, fringe benefit cost. ________
6. Subtract your Step 3 base fringe benefit cost from your Step 5 cost and calculate the result as a percentage of your total Step 3 base year cost. Enter the result here and on Form B, QEO 1, fringe benefit percentage. ________
QEO 1 Step Calculation
7. For the first 12-month period following the stated expiration date in the current/most recently expired contract, calculate the total additional cost of providing each employee identified in Step 1 with any salary increase to which they would be entitled by virtue of an additional year of service on the salary schedule (longevity is to be included if part of salary schedule). Enter this cost here and on Form B,
QEO 1, Step Advancement ___________.
8. Calculate your Step 7 cost as a percentage of the total Step 3 base year cost. Enter the result here. ________
End of first year QEO calculation
If you are bargaining a contract with a duration of 12 months or less, stop and proceed to the Qualified Economic Offer Instruction, Form C.
Start of second year QEO calculation
Total QEO 1 Base Cost Calculation
9. Repeat Step 3 for the first 12-month period following the stated expiration date of your current/most recently-expired contract. Enter the total QEO 1 salary and fringe benefit costs from Form B here.
Salary ________
Fringe ________
Total ________
QEO 2 Dollar Amounts
10. Calculate 3.8%, 2.1% and 1.7% of your Step 9 total and enter here:
3.8% = ________ 2.1% = ________ 1.7% = ________.
QEO 2 Fringe Benefit Calculation
If your contract will have a duration of less than 24 months, prorate your QEO 2 cost calculation to reflect your actual contract duration, if appropriate.
11. Repeat Step 5 for the second 12-month period following the stated expiration date in the current/most recently expired contract. Enter this cost here and on Form B, QEO 2, fringe benefit cost ________.
12. Subtract your Step 9 fringe benefit cost from your Step 11 cost and calculate the result as a percentage of your Step 9 total QEO 1 cost. Enter the result here and on QEO 2, Form B, fringe benefit percentage ________.
13. Repeat Step 7 calculation for the second 12-month period following the stated expiration date in the current/most recently-expired contract. Enter the cost here and on Form B, QEO 2, Step Advancement. ________.
14. Calculate your Step 13 cost as a percentage of your Step 9 total QEO 1 cost. Enter the result here ________.
Proceed to the qualified economic offer instruction Form C.
ERC 33 Appendix WISCONSIN ADMINISTRATIVE CODE
FORM B
This Form and Form A must be provided by the district to the labor organization 60 days prior to contract expiration, or whenever a qualified economic offer is made, whichever is earlier.
Salary Base
Year QEO1 1/
QEO2 1/
Salary Schedule _______
______2/_____ 3/
Additional Step Advancement __xxxx_ ______ _____
Additional QEO Salary Schedule Cost__xxxx_ ______ ______ Salary Subtotal _______ ______
_____
Longevity (include here if not on salary schedule
_______ ______ ______
Extended Contracts ______ ______
_____
Co-Curricular Pay ______ ______
_____
Extra Duty Pay ______ ______
_____
Athletic Events ______ ______
_____
Department Head _______ ______
_____
Curricular Work _______ ______
_____
Overload Pay _______ ______
_____
M-Team _______ ______
_____
IEP _______ ______
_____
Supervision _______ ______
_____
Other _____________________ _______ ______ _____
Total Extra Duty Pay _______ ______
_____
Summer School _______ ______
_____
Severance Pay _______ ______
______
Sick Leave Payout _______ ______
______
Other ________________ _______ ______ ______
Total Salary Cost _______ ______ ______
_____________
Fringe Benefit Costs
Credit Reimbursement 4/ ______ _______ _______
Social Security ______ _______ _______
Retirement ______ _______ _______
Health Insurance ______ _______ _______
No.S____ No.F ____
Employer % Contribution
Level S ____ F ____ ______ _______ _______
Dental Insurance ______ _______ _______
No.S____ No.F ____
Employer % Contribution
Level S ____ F ____ ______ ______ _______
Vision Insurance ______ _______ _______
No.S____ No.F ____
