FY 13 NCLB Consolidated Budget: Webinar June 2012

FY 13 NCLB Consolidated FY 13 NCLB Consolidated Budget:Budget:WebinarWebinar

June 2012June 2012

PURPOSEPURPOSE

• Primary purpose of today’s webinar is to review the NCLB Consolidated Budget, as well as explain all of the new changes that affect the budget:– Review of the Budget file.– Review of the FY12-13 Budget Changes.

REAP-Flex ProvisionREAP-Flex Provision

• If a REAP-Flex/Alternative Use eligible district.• Allows an Alternative Use of program funds.• May be used for I-A, II-A, II-D, III-A,III-SAI, IV-A ,

or V-A.• District will report on Budget Page 2b.• BOCES will report on Page 2d and 2f.• Use REAP pages to document how funds will be

used (Sheets 3b, 4b, 5b).

Transferability ProvisionTransferability Provision

• If a NON REAP-Flex District.• May elect transfer from II-A, II-D(carryover only)

and IV-A(carryover only).• Transfer to I-A, II-A, II-D, IV-A and V-A.

– Transfers to Title I-A may NOT be reversed.• District will report on Budget Page 2b.• BOCES will report on Pages 2d and 2e.• Due to Waiver, up to 100% for any status.

TransfersTransfers vs. REAP-Flex vs. REAP-Flex• Funds move to

receiving program• Summarized on Page

6a only.• Impacts statutory

requirements of receiving program (Due to Waiver, funds transferred into Title I-A are excluded).

• Non-REAP eligible.

• Funds remain in the original program.

• Summarized on Page 6a and 6b.

• Does NOT impact statutory requirements of the receiving program.

• REAP eligible only.

TransfersTransfers vs. REAP-Flex vs. REAP-Flex

• Any status may transfer 100%.

• Transferred funds may impact the carryover of the program involved.

• Budget the Alternative Use in the Alternative program.

• Up to a 100% allowed for alternative use.

Indirect CostsIndirect Costs• Approved Restricted Indirect Cost Rate is

populated on Page 2a when the District/BOCES code is chosen from the dropdown list.

• Restricted Rate used for ALL consolidated programs.

• Budget file will calculate maximum amount allowable on line 44 of Page 6a.

• May override this amount on line 45 of Page 6a.• Calculated based on allowable direct costs

excluding capitalized property (equipment) items

Administrative CostsAdministrative Costs

• For Titles III, III SAI, and IV, the maximum is 2%.• For Title I-A, the maximum allowable (direct and

indirect combined) is 10%.• New for FY 12-13: Districts with schools that

have a status of Priority Improvement or Turnaround may exceed the 10% cap up to 15% of the total funds available for administration of SES/Choice activities with prior approval or appropriate justification.

Districts that do not have schools on PI or T status remain capped at 10% of the total funds available.

Carryover Provisions/ Restrictions

• Title I–A Limitation on Carryover.• Not more than 15% of the funds allocated to a

LEA for any fiscal year may remain available for obligation by such agency for 1 additional fiscal year.

• CDE may provide a waiver, once every 3 years, if reasonable and necessary.

• Limitation does not apply if LEA receives less than $50,000.

NCLB Consolidated BudgetNCLB Consolidated Budget

• Original budget due by June 30th .• Considered “substantially approved” if we

could open the file, observed no red cells, and there was general input in the file.

• When addressing issues necessary for final approval (comments from CDE), use the Modifications to Original from the budget 2a-Cover Page dropdown menu.


• Introduction Tab:

• Important Dates for this budget.

• Flexibility and Transferability.• Statutory Requirements.


• Introduction Tab:


• 1-Instructions Tab:• Please print a copy of the instructions for easy

reference.• General Budget and Spreadsheet Comments

provided.• Description of each tab in the file.


• 1-Instructions Tab:

NCLB Consolidated BudgetNCLB Consolidated Budget• 2a-Cover Page:• Select your District/BOCES code.• Select Flexibility category(REAP/Transfer or No

election)• Select budget version( Original, Modification or

Revision).• Identify if your district is the Lead Fiscal Agent for

a Title III Consortium.


• 2a-Cover Page:


• 2b-District FLEXIBILITY Page: (REAP)• A REAP eligible district that elects the REAP-flex

provision will have the following page available to them.

• Use to input the amount of funding that will be alternatively used to and from the applicable funding sources.

• If using the REAP-flex provision for the consolidated school wide program activities, input such amounts on the 2b page.

• All other detailed inputs for alternative use provision are made on the various “b” pages.


• 2b-District FLEXIBILITY Page: (REAP)


• 2b-District FLEXIBILITY Page: (Transfers)• A Non-REAP eligible district that elects the Transfer

provision will have the following page available to them.• Use to input the amount of funding that will be

transferred to and from the applicable funding sources.


• 2b-District FLEXIBILITY Page: (Transfers)


• 2c-BOCES Signover Amounts Page:• Enter allocations by funding source for each district that

signed over funding to the BOCES.• Regular Title III total must be greater than $10,000 for the

amounts signed over to and available to the BOCES.


• 2c-BOCES Signover Amounts Page:


• 2d-BOCES FLEXIBILITY Page:• This page summarizes the detailed input on the 2e-

BOCES Transferability Page and the 2f-BOCES REAP Page.

• The REAP Alternative Use table (top) summarizes the input for REAP eligible districts that are electing the REAP-flex alternative use provision through the BOCES.– Also input the amount for consolidated schoolwide

program activities being provided with alternative use dollars.

• The Transferability table (bottom) summarizes the input for Non-REAP eligible districts that are electing the Transfer provision through the BOCES.


• 2d-BOCES FLEXIBILITY Page: (REAP)


• 2d-BOCES FLEXIBILITY Page: (Transfers)


• 2e-BOCES Transferability Page:• Complete only for districts electing the transfer

option through the BOCES.• Non-REAP eligible districts only.


• 2e-BOCES Transferability Page:


• 2f-BOCES REAP Page:• Complete only for districts electing the REAP-flex option

through the BOCES.• REAP eligible district only.


• 2f-BOCES REAP Page:


• 2g-Consortium Sign over Amounts:

• Report allocation amounts by District that have been assigned to the Title III Consortium Lead Agent.

• Regular Title III total must be greater than $10,000 for the amounts signed over to and available to the Title III Consortium Lead Agent.


• 2g-Consortium Signover Amounts:


• 3a-BUDGET DETAIL Page:• Entries made on this sheet subtotal on the

“6a-Interfund Budget Summary” page.• New for FY 12-13: Required Element

column(3a) based on Funding source.• Provide detailed descriptions for the budget

items being requested.


• 3a-BUDGET DETAIL Page:


• 3b-REAP Budget Detail Page:• To be used only when the REAP Alternative

Use Provision is selected.• New for FY 12-13: Required Element

column(3b) based on Funding source.• Entries made on this page automatically flow

to subtotal cells on the “2b” or “2d” page, as well as the “6a” and “6b” pages.


• 3b-REAP Budget Detail Page:

NCLB Consolidated BudgetNCLB Consolidated Budget• 4a-Staff Detail Page:

• Use this sheet to identify staff being paid with funds identified in the Consolidated Application and Plan.

• First, enter the Name, Position, Grade, School Assignment and Program.

• Second, enter for each Funding Source the FTE % being paid with that Funding Source and Salary amount.

• New for FY 12-13: Required Element columns based on Funding source(7a,10a,12a,17a,21a,25a).


• 4a-Staff Detail Page:

NCLB Consolidated BudgetNCLB Consolidated Budget• 4b-REAP Staff :• Use this sheet to identify staff being paid with funding that is

being alternatively used from the three available sources.• First, enter the Name, Position, Grade, School Assignment and

Program.• Second, enter for each Funding Source the FTE % being paid

with that Funding Source and Salary amount.• New for FY 12-13: Required Element columns based on Funding

source(8a,12a,16a).

NCLB Consolidated BudgetNCLB Consolidated Budget• 4b-REAP Staff :

NCLB Consolidated BudgetNCLB Consolidated Budget• 5a-Equipment Detail:• Use this sheet to request equipment items.• All computers are considered equipment regardless of cost.• Select capitalization appropriate to district:

– Yes = capitalized (0730 object code).– No = non-capitalized (0735 object code).

• New for FY 12-13: Required Element column(10a) based on Funding source.

• CDE requires all equipment that costs more than $ 5,000 to be capitalized.


• 5a-Equipment Detail:


• 5b-REAP Equipment Detail:• Use this sheet for equipment request for alternative used

funding.• Select funding source alternatively using funds “from:”• Select funding source alternatively using funds “to:”• New for FY 12-13: Required Element columns based on

Funding source(9c).


• 5b-REAP Equipment Detail:


• 6a-Interfund Budget Summary:• Input the allocation amounts on line 1• Provide prior year carryover information on line 4.• Provide consolidated schoolwide program amounts on line

38.• Override the indirect cost calculation on line 45, if

applicable.• Capitalized property items are excluded for IDC(Indirect

Cost).


• 6a-Interfund Budget Summary: (Top)


• 6a-Interfund Budget Summary:(Bottom)


• 6b-REAP Budget Summary:• No entries are made on this sheet.• Summarizes entries made on the various “b” pages.• If using the REAP-flex provision for consolidated schoolwide

programs, input those amounts on the “2b” or “2d, if BOCES”

NCLB Consolidated BudgetNCLB Consolidated Budget• 6b-REAP Budget Summary:


• 7-Statutory Budget Check:• Summarizes all entries from detail sheets designated as

set-asides for I-A and II-D• Manually input State and local CH/SES contribution.• Manually input unused prior year set-asides for Title I-A

Parental Activities( PA-S/PA-D), and Title II-D Professional Development(PD-IID).


NCLB Consolidated BudgetNCLB Consolidated Budget• 7-Statutory Budget Check: (Top)


• 7-Statutory Budget Check: (Bottom)


• 8-Error Checking:• Use this page to check whether or not your file is in

balance.• If not balanced, check the following on a detail sheet:

– Funding Source Code– Alternative Activity Code (REAP-flex)– Program Code– Budget Object Code


• 8-Error Checking:

NCLB Consolidated BudgetNCLB Consolidated Budget• 9-LEA Work Notes & CDE Comments:• Use this sheet to keep track of notes to yourself and CDE

concerning the budget.• Make your Modifications to Original and Revisions to the

budget on appropriate worksheets and describe them.• Describe supporting information for the Statutory

requirements.• Describe any applicable waivers.


• 9-LEA Work Notes & CDE Comments:


• 11-District Table sheet:• This sheet contains your district/BOCES 4-digit code for

use on the “2a-Cover Page”.• Provides the Status for your district/school• Provides REAP-flex eligibility information for your district.• Provides Indirect Cost rate for the current year.


• 11-District Table sheet:

For more information contact:For more information contact:

Robert Hawkins (303) 866-6775Robert Hawkins (303) [email protected][email protected]

Martin PetrovMartin Petrov (303) 866-6389 (303) [email protected][email protected]

Debbie Wolfe (303) 866-6724Debbie Wolfe (303) [email protected] [email protected]

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FY 13 NCLB Consolidated Budget: Webinar June 2012

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