Dr. Carole L. Clancy, Director of the Bureau of Special Education (BSE) sent a PennLink to local educational agencies (LEAs) titled Fiscal Training for IDEA-B, 611 funding and other fiscal items. The message states that the federal Office of Special Education Programs (OSEP) has oversight of states’ compliance with federal special education regulations and requirements and has incorporated a component of its compliance monitoring verification visits to include a fiscal verification review. Some components of its fiscal verification review will include a review of the use of funds for coordinated early intervening services, maintenance of effort, and general use of federal, Individuals with Disabilities Education Act, Part B (IDEA-B) funds.

To assist LEAs in working with these components of the federal on-site visits, the Pennsylvania Department of Education (PDE) is providing training to familiarize special education directors and business administrators with clarifying information. This training will address the following topics:
IDEA -B, 611;
Contingency Funding;
ACT 16;
Maintenance of Effort;
Medical ACCESS; and
Approved Private School Electronic Management System.

It is required that each school district and charter school send participants to this training. Because the training is highlighting the fiscal program data verifications associated with the IDEA-B fiscal reporting requirements, it is strongly recommended that the participants attending this training are the special education director and business administrator. Additionally, if a school district or charter school contracts for business services, its contracted business representative should attend.

In-person training sessions will be held on the following dates at these locations:
PaTTAN Harrisburg – Thursday, September 14, 2023 at 9:00 AM – 12:00 PM
PaTTAN West – Wednesday, September 20, 2023 at 9:00 AM – 12:00 PM
PaTTAN East – Thursday, September 28, 2023 at 9:00 AM – 12:00 PM

A live virtual training session will be held on Tuesday, October 3, 2023 at 9:00 AM – 12:00 PM

Registration and session information is available at https://www.pattan.net/events/.

Any questions about registration should be directed to Karen Weaver at PaTTAN-Pittsburgh, 412-826-6842 or [email protected].

Any other questions regarding the fiscal training should be directed to Angela Lengle, Division of Analysis & Financial Reporting, at 717-425-2596 or [email protected].