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Fiscal Resources 2013-2014 . Central Intermediate Unit #10. Fiscal Topics. IDEA Funding 611 (School Age) 619 (Kindergarten Age or Kindergarten Eligible) Maintenance of Effort Coordinated Early Intervening Services Extended School Year K-Eligible Invoicing Multi-District Transportation

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Fiscal resources 2013 2014

Fiscal Resources2013-2014

Central Intermediate Unit #10

Fiscal topics
Fiscal Topics

  • IDEA Funding

    • 611 (School Age)

    • 619 (Kindergarten Age or Kindergarten Eligible)

  • Maintenance of Effort

  • Coordinated Early Intervening Services

  • Extended School Year

  • K-Eligible Invoicing

  • Multi-District

  • Transportation

  • Apartment

  • Psychiatric Assessments

  • Access

  • Fee for Service Trainings

611 idea budgets
611 IDEA Budgets

  • Notice of Adoption of Policies and Procedures

    • Must be signed in blue ink by school district superintendent or charter school CEO

    • Submitted with the CIUs IDEA Budget in June

    • If attending the Superintendent’s Meeting in April, I will have them sign

    • If not – emailed out and cc’d to the special education director

Idea budgets
IDEA Budgets

  • Emailed in July or August, as soon as the school age allocation is final

  • Memo emailed to business managers and special education directors

  • A copy of the agreement, signed by superintendent or CEO, with the budget must be sent back to the CIU

Using idea funds
Using IDEA Funds

  • If staff are billing for ACCESS – you should use state or local funds, NOT IDEA funds.

  • Staff funded with federal funds should maintain time and effort logs

    • Time and Effort Example

  • Staff funded with federal funds should sign a disclosure statement

    • Disclosure Sign-off

619 funds
619 Funds

  • Similar agreement and budget as 611

  • These funds are for 5 year children in kindergarten or kindergarten age eligible children remaining in early intervention

  • Relatively small amounts of funds

    $0.00 - $7,000.00


Maintenance of Effort

  • LEAs must maintain the state and local funding levels for the education of students with disabilities from one year to the next

Exceptions for moe
Exceptions for MoE

  • Voluntary departure of special education or related services personnel

    • Retirement – yes

    • Furlough – no

  • Decrease in enrollment of children with disabilities

  • Termination of costly expenditures for long term purchases

Exceptions for moe cont
Exceptions for MoEcont

  • Termination of exceptionally costly obligation to a particular child with a disability:

    • Student has moved

    • Student has graduated

    • Student no longer needs the program

Moe adjustments
MoE Adjustments

  • If the LEAs IDEA 611 funds exceed the amount from the previous fiscal year, the LEA may reduce the level of expenditures otherwise required for MoE – by not more than 50% of the amount of excess

    • Receives an increase in 611

    • “Meets Requirements” under sec 616 determinations

    • Has not had action taken against it by the SEA under section 616

    • Has not had responsibility for providing FAPE taken from it by the SEA

    • Has not been found by the SEA to have significant disproportionality under 34 CFR 300.646

Coordinated early intervening services and table 8
Coordinated Early Intervening Services and Table 8

  • LEAs may be required to use CEIS funds when the state identifies significant disproportionality based on race or ethnicity with respect to:

    • The identification of children with disabilities

    • The identification of children in specific disability categories

    • The placement of children with disabilities in particular education settings

    • The taking of disciplinary actions

Voluntary use of ceis funds
Voluntary use of CEIS funds

  • LEAs may use up to 15% of IDEA Part B funds to develop and provide CEIS for students who are currently not identified as needing special education

    • Professional development

    • Behavioral and Educational evaluations to determine supports needed in regular education

    • Funds may not be used for evaluations for use in determining eligibility for special education


  • Information must be provided to your IU before July 1st of the grant year

    • Will not provide CEIS

    • Will provide CEIS

      • Projected number of students participating

      • Additional reporting requirements

Extended school year
Extended School Year

If contracting with the CIU #10 for ESY teacher, itinerant staff or transportation:

District Special Education Director or district designee completes:

  • Spreadsheet for all students receiving ESY, including related service personnel information.

  • Transportation form for all ESY students requiring transportation.

  • Employee profile sheet for all district staff contracted by IU (do not complete for IU staff contracted by district).

  • If ESY teacher differs from student’s regular teacher, IEP team (sending teacher) is responsible for communicating student’s IEP program to ESY teacher.

Extended school year1
Extended School Year

  • Any changes affecting teacher hours, teacher or para substitutes, transportation, etc. must be submitted to the IU ASAP to maintain accurated and updated invoicing

  • School district administrators must sign all time sheets (including IU related services) in order for personnel to be paid

Extended school year2
Extended School Year

  • Billing for ESY services for June is completed by August

  • Billing for ESY services for July and August is completed by October or November

  • Billing is delayed when staff turn in time sheets and mileage late.

Kindergarten age eligible invoicing
Kindergarten Age Eligible Invoicing

  • Parents have the ability to withhold children from kindergarten for one year

  • If students are in the EI program, the services become the responsibility of the school district

  • The IU provides the service, but invoices the district of residence for the cost of the service

  • K Eligible Billing Explanation

Multi district budget
Multi-District Budget

Multi District Summary

Multi District Example


  • Districts are responsible for the transportation of their students

  • If needed, districts can request that the CIU #10 provided transportation for students

  • Transportation includes:

    • Travel to and from and between schools

    • Specialized equipment

    • Travel to and from community based sites for the purpose of instruction and work experience

    • Contact: Carol Owens 342-0884 ext 3041


  • Transportation Request

  • Community Based Instruction Form

Apartment project
Apartment Project

  • Cost of rent and utilities are shared by the participating districts

  • Last year’s cost per LEA: $1,046.00

  • Apartment Procedures

Psychiatric evaluations
Psychiatric Evaluations

  • The Central Intermediate Unit Contracts with Sunpointe Health to provide four (4) psychiatric evaluations per month

  • Districts may schedule an appointment on the second Tuesday of each month through the CIU website:

  • Districts will be billed $400 per appointment + 6% service charge


  • Billing for IU services:

    • It is important for the home district to obtain the following information and provide a copy to the IU:

      • Physician’s Authorization Form

      • Parent Permission

      • Current IEP

        If the IU has to obtain physician’s authorization, the district will be billed the physician’s fee


  • The IU checks caseloads in Darts to ensure all students are checked for MA eligibility

  • The IU uploads OT, PT, Speech, Hearing and Vision logs from Darts into the Easy Trac system.

  • The IU will use new reports from PCG to determine monies that LEAs will receive (after 7.5% administrative fee)

Requesting access funds
Requesting Access Funds

District Request for CIU #10 Access Funds

Expenditure Samples and Funds Request Form


Services Date Submitted Report

Services Date Paid Report