Fiscal Update

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Fiscal Update

• Jo Hannah Ward
• Thomas Lather

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• Fiscal Update
• Private Schools
• Fiscal Impact / Disproportionality
• Part-B Financial Flexibility
• State Special Funding
• Weighted Funding
• Catastrophic Funding
• Autism Scholarship Program

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• Fiscal Update

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4 Year Getting on Cycle Process

• Initiated in 2004 to move toward a current year
  funding system
• The FY08 allocation was year 4 of cycle
• The FY09 allocations (2008-2009) school year
  will be current year funding

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(No Transcript)
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Getting on Cycle

• 7/1/2003 249,117,400
• 7/1/2004 391,426,591 (57)
• 7/1/2005 439,106,308 (12.1)
• 7/1/2006 444,967,346 (1.3)
• 7/1/2007 444,554,728 (-.09)
• 7/1/2008 ?

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Getting on Cycle

• Amount of FY09 IDEA Funds
• Assume flat funding for FY09
• FY08 IDEA Part- B Grant
• 355,643,783 flow-thru would result in a
• 20 reduction in Part-B funding
• Keep in mind a couple of things.

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IDEA Part-B allocation

• The IDEA Part B allocation is made up of the
  following factors
• Dec. 1998 child count
• Current ADM Public and Non-public
• Current count of children living in poverty

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Getting on Cycle

• Planning suggestions
• Begin planning for reduced allocation
• Look at and assess the efficiency regarding your
  use of funds
• Look at potential carryover amount available from
  FY08 to FY09 to ease transition
• Keep in mind the early intervening option
• Keep in mind allowable replacement of local funds
  and how this works in conjunction with early
  intervening.

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• Private Schools

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FY08 Allocations

• Eligible non-public children
• Formula for non-public allocation includes total
  number of eligible students
• Served students reported through EMIS in December
  M period
• Students eligible but not receiving services are
  reported in October K (district level record)

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Non-public AllocationProportionate Share

• of SWD _at_ LEA 300
• of eligible SWD _at_ Private 20
• Total eligible children 320
• __________________________________________________
  ____
• Total IDEA Part-B Allocation 152,500
• Per student amount 152,500 / 320 476.5625
• NP Proportionate share 476.5625 x 20 9,531.25

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Non-public

• Non-public
• 612 (a)(10)(f)(iii) Consultation
• Child find process
• Determine of proportionate share of federal IDEA
  Part-B funds, and how the amount of was
  determined
• Formula includes all eligible non-public students
  served and un-served
• How, where, and by whom special education and
  related services will be provided
• Document everything
• If there is disagreement LEA to provide
  non-public with a written explanation of the
  reasons behind the LEA decision.
• Written affirmation from the non-public
• Complaint procedure to SEA and USDoE

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• Fiscal Impact of
• Disproportionality
• Finding

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Disproportionality

• Changes for 2007-08
• Population n size change from 10 to 30 (n30)
• Student EMIS status code 1 0
• Self-Assessment to determine if
  over-representation due to inappropriate
  identification procedures.
• Districts with significant over-representation
  required
• To examine identification policies and
  procedures
• Redirect 15 of their annual Part-B allocation to
  address the issue (Redirection Page)

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Disproportionality questions

• Analysis of identification, placement, and
  discipline data, Ronda Hinson at
  ronda.hinson_at_ode.state.oh.us
• IDEA Part-B allocation, Jo Hannah Ward at
  johannah.ward_at_ode.state.oh.us

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FY08 allocation

• Financial flexibility
• Voluntary 15 redirection
• Early Intervening
• 15 of total allocation
• Redirection page within CCIP
• Mandatory 15 redirection
• Disproportionality
• Letters to ALL superintendents

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• IDEA Part-B
• Financial
• Flexibility

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• 50 replacement of local funds
• LEAs can treat as local funds up to 50 of the
  amount of increase year to year from IDEA Part-B.
• Example
• FY07 100
• FY08 200
• Increase 100
• 50 replacement 50

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Fiscal Caution

• Year 1 Part-B Allocation 100
• Year 2 Part-B Allocation 200
• Increase 100
• If LEA chooses to pursue local cost
• replacement option (50) OR 50
• If LEA chooses to pursue 15 Early
• Intervening option (15) 30
• HOWEVER, if district choose to do both
• options they can still use 30 for EI
• and ONLY 20 for the replacement
• option (net of 50-30)

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Use IDEA Part-B funds for Early Intervening

• LEA may not use more than 15 of their Part-B
  allocation to develop and implement coordinated
  early intervening services for students who have
  NOT yet been identified as needing special
  education and related services BUT who do need
  additional academic and behavioral support to
  succeed (at risk learners)
• Prevention
• K-12, (emphasis on K-3)
• Mandatory and discretionary provision
• Disproportionality

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Early Intervening Services

• To address students at risk not yet identified
  as a child with a disability
• Professional development surrounding
  scientifically-based academic instruction and
  behavioral intervention
• Provision of educational and behavioral
  evaluations, services and supports and
• Coordinated services aligned with ESEA of 1965
• Within the CCIP Budget page, the redirected funds
  will be detailed within the Professional
  Development line.

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Use of Funds

• Pooling of IDEA Part-B funds with Title I funds
• LEAs can use a portion of their IDEA Part-B
  funds to carryout the activities of a school-wide
  program
• Specific calculation formula based on number of
  children with disabilities served within the
  school-wide program

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• State Weighted Funding

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State Funding

• Children (3-5) Unit Funding
• reflects funds allocated to districts to pay for
  the education of children with disabilities who
  are in preschool programs. This aid is based on a
  salary allowance plus a 15 percent fringe
  allowance, a non-salary allowance and a
  supplemental allowance. Both classroom unit
  funding and related services units are funded.
• Children (6-21) Supplemental weighted funding
• Provides additional funding for pupils with
  disabilities based on the severity of a pupils
  disabilities.

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Disability Conditions

• Multiple Disabilities (other than deaf-blind)
• Deaf-Blindness
• Hearing Impairments
• Visual Impairments
• Speech and Language Impairment
• Orthopedic Impairments
• Emotional Disturbance
• Mental Retardation (Cognitive Disability
• Specific Learning Disability
• Preschool child with disability (Ages 0-5)
• Autism
• Traumatic Brain Injury (TBI)
• Other Health Handicapped-Major
• Other Health Handicapped-Minor
• (USDoE combine major and minor into one category)

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State Weighting Categories

• Category 1 Speech Only
• Category 2 Learning disables, Cognitive
  Disability and Other Health Minor
• Category 3 Hearing Impaired, Visually Impaired
  and Emotional Disturbance
• Category 4 Other Health Major, Orthopedic
• Category 5 Multi-handicapped
• Category 6 Traumatic Brain Injury, Autism and
  Deaf-Blind

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State Weighting Factors

• Category 1 .2892
• Category 2 .3691
• Category 3 1.7695
• Category 4 2.3646
• Category 5 3.1129
• Category 6 4.7342

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State Funding

• A child with a disability is counted as a student
  first, then counted as a child with a disability.
• Each school district is required to spend state
  funds received through the special education
  weighted formula on direct special education and
  related services for children with disabilities.
• Districts report these expenditures to the
  Department which in turn reports these special
  education expenditures for each district to the
  Governor and General Assembly on an annual basis.
• Annual Special Education Fiscal Accountability
  Report
• OEC monitors the SEFA report

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Weighted Funding Calculation

• Formula
• of disabled students (by category) X
  categorical weighted factor X per pupil
  foundation amount (per pupil formula amount, FY06
  5,403) x districts state share
• Note The weights are not fully funded, they are
  pro-rated in the calculation FY08 90.
• of disabled students (by category) X
  categorical weighted factor X per pupil base cost
  funding (FY08) 5,565 x districts state share x
  of funding level.

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State Weighted Special Education Calculation

• For example, if a district has (1) autistic child
  and the districts state share percentage is 45.
  The calculation is
• (1x 4.7342) x 5,565 x .45 x .90 10,670.05 in
  weighted supplemental special education funding.

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• Catastrophic Funding

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Catastrophic Aid

• supplemental payment to districts, joint
  vocational schools, and community schools for
  special educational students in categories two
  through six.

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Catastrophic Aid

• This reimbursement is available to the
  financially responsible district for any child in
  category two, three, four or five whose
  educational and related expenses exceed 27,375,
  and any child in category six whose expenses
  exceed 32,850.

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Catastrophic Aid

• Payment calculation will be a combination of the
  following
• 50 of the cost exceeding the threshold of
  27,375 or 32,850, whichever is applicable.
• 50 of the cost exceeding the threshold of
  27,375 or 32,850, times the districts state
  share percentage.
• Reimbursement request are due by Jan 31, 2008.

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Catastrophic Aid

• Locate the forms
• Search - catastrophic form
• Select Forms and Program Information for
  Traditional Public Schools

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• Autism Scholarship Program

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Autism Scholarship Program

• Total students 750
• Total providers - 150 approved
• Checks have provider and parent name
• New Rules to the board in 09
• Maximum still 20,000

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Resources

• State weighted special funds search web page for
  SF-3
• Catastrophic aid School finance web page
• IDEA Part-B allocations OEC web page (May-June)
• IDEA use of funds document CCIP (April May)

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• Contact Information
• [phone]
• Jo Hannah Ward
• johannah.ward_at_ode.state.oh.us
• Thomas Lather
• thomas.lather_at_ode.state.oh.us