The Business Management Cooperative will provide a minimum of nine critical issue luncheon sessions for the school district's chief financial officer/business manager, business office personnel, superintendents or other members of the district administrative team. Besides information on school finance related critical issues, membership will provide annual investment officer training and technical assistance by email/telephone. Sessions are approved for TASBO and CPA continuing education credit.
BMC - Uniform Guidance, Maintenance of Effort Update and Template Training (Face-to-Face) (SP1529751): 9:30 AM - 12:30
BMC - Uniform Guidance, Maintenance of Effort Update and Template Training (Virtual Meeting) (SP1??????): 9:30 AM - 12:30
Uniform Guidance has risen to the forefront recently with the indirect cost rate extension. The focus of a brief discussion would be: What is Uniform Guidance? What areas might impact business office operations? LEAs receiving federal funds under the Individuals with Disabilities Education Act, Part B (IDEA-B) must meet fiscal compliance requirements regarding excess cost, maintenance of effort (MOE), voluntary reduction and coordinated early intervening services.
This session will provide an overview of these requirements; explore the methodologies for each; and discuss relationships between the requirements. The majority of the workshop will be used to assist LEAs in completing the new IDEA MOE Determination Tool.
YOU MUST BRING A LAPTOP COMPUTER AND THE FOLLOWING REPORTS TO BE ABLE TO COMPLETE THE MOE TEMPLATE AT THE BMC MEETING:
EXPENDITURES
PEIMS PRF1D008 Actual Compliance Report: General Fund Unallocated, 2013-14 Mid-Year Collection, Approved
PEIMS PRF1D008 Actual Compliance Report: General Fund Unallocated, 2014-15 Mid-Year Collection, Approved
For 2012-13 only: General Ledger Detail PIC 32 for special education, if any
CHILD COUNTS
PEIMS Edit+ PRF5D010 Report: Special Education Child/Counts by Funding Type, 2012-13 Fall Collection, Approved
PEIMS Edit+ PRF5D010 Report: Special Education Child/Counts by Funding Type, 2013-14 Fall Collection, Approved
SUMMARY OF FINANCE
2012-13 Summary of Finance as of 9/10/2013
2013-14 Summary of Finance as of 9/8/2014
IF PART OF AN SSA, ALSO BRING:
PEIMS Edit+ PRFBD001 Report: Actual SSA Financial Summary by Fund and SSA Type obtained from fiscal agent. 2013-14 Mid-Year Collection, Approved
PEIMS Edit+ PRFBD001 Report: Actual SSA Financial Summary by Fund and SSA Type obtained from fiscal agent. 2014-15 Mid-Year Collections, Approved
Presenter - Linda McDaniel, ESC 13 Education Specialist: Special Education Academic Services Presenter - Jennifer Womack, ESC 13 Coordinator: System Support Academic Services