On August 29, 2022, PDE BSE Director Carole L. Clancy sent a PennLink to all LEAs titled Fiscal Training for IDEA-B 611 Funding and Other Fiscal Items. The memo states that the U.S. Department of Education (USDE), Office of Special Education Programs (OSEP) has oversight of states’ compliance with federal special education laws, regulations, and requirements.  OSEP 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 the local educational agencies in working with these components of the federal on-site visits, the Pennsylvania Department of Education 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; and Approved Private School Electronic Management System, including 4010 and 4011 students.

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. Also, 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:

Northwest Tri-County IU 5     Thursday September 8, 2022               9:00 – 12:00
PaTTAN Harrisburg            Wednesday September 14, 2022               9:00 – 12:00
PaTTAN East                          Tuesday October 4, 2022                            9:00 – 12:00
Luzerne IU 18                        Thursday October 6, 2022                          9:00 – 12:00
PaTTAN Pittsburgh              Wednesday October 12, 2022                   9:00 – 12:00
ARIN IU 28                           Tuesday October 18, 2022                            9:00 – 12:00

Any questions regarding the fiscal training should be directed to Dr. Del Hart, Chief, Division of Analysis & Financial Reporting, at 717.772.1114 or [email protected]v