[SE-Dir] OSL&P: Excess Cost Calculation
ALLRAN Laura
Laura.Allran at ode.state.or.us
Wed Jan 20 08:42:28 PST 2010
TO: All District and ESD Special Education Directors
The message below is being sent to you on behalf of:
Nancy Latini, PhD
Assistant Superintendent
Student Learning & Partnerships
______________________________________________
January 20, 2010
RE: Excess Cost Calculation
It is that time of year when each district must complete the annual excess cost calculation for special education. As you know, this is a federally mandated report under IDEA 2004, and districts must complete the calculation and meet the excess cost requirement at both elementary and secondary levels in order to retain their IDEA base and ARRA funds for 2009-2010.
A work group of excellent school district business managers from around the state have provided our office with an improved template that makes it much easier to complete the calculation.
In many districts the business manager completes this calculation, so we will be sending a copy of this message to all of the school district and ESD business manages as well. Because a failure by any district to complete the calculation will result in ODE being required to collect the equivalent of full repayment of district 2009-2010 IDEA ARRA and base grants, Superintendents will also receive a copy of this message.
Attached you will find:
1. A spreadsheet, with tab instructions, to assist you in the calculation. It is not mandatory that you use this spreadsheet. It is a tool to help you should you choose to use it (second attachment). Please note Tab 4 of the spreadsheet. It contains the shortened form onto which you will report your expenses for elementary and secondary, have signed and dated by an authorized official of your district, and forward the original document/signature to my attention.
2. A guidance sheet explaining how to secure the correct SECC number for use in the calculation. As you know, the October 2008 ADM count is used for your total student body count. (refer to first attachment)
3. A technical assistance document written by the United States Department of Education on excess costs is located on the link below. This document from the federal level addresses many of the questions that we have heard here in Oregon.
http://www.ode.state.or.us/data/schoolanddistrict/funding/sped/excesscostcalculation.pdf
This year the due date will be March 30, 2010. Because we have extended the time for you to complete the calculation it is critical that you complete this federally required exercise by the stated due date; otherwise we will be required to make you repay your IDEA base and ARRA funds for 2009-2010. There can no longer be extensions to our designated deadline.
The object of the excess cost calculation is to ensure that you are spending at least the same amount per child on an IEP as you would spend on a child in General Education with regard to basic costs of operating your district and providing education. Only then can the money being provided through IDEA truly be considered as covering excess costs of providing special education and related services for students on IEPs, and not supplanting basic educational expenses that would be incurred even if IDEA funds were not granted. Federal law prohibits the use of your IDEA funds before you spend at this level in basic costs.
Please feel free to call or write Eric Richards at eric.richards at state.or.us<mailto:eric.richards at state.or.us> or 503-947-5786.
If you have any difficulty opening the attached documents, please contact Laura Allran at laura.allran at state.or.us<mailto:heidi.schulze at state.or.us> or 503-947-5674.
Messages to and from this e-mail address may be made available to the public under Oregon law.
=========== 2 Attachments ============
SECC Data for Excess Cost Calculation (12-30-09).doc
Excess Cost 2008-09 timeplate-modified.xls
===========End of Message============
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