201011 Professional Development Contracts and Fiscal Budgets, Forms,

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2010-11 Professional Development Contracts and
Fiscal Budgets, Forms, Instructions

• Chris Herring
• LaSIP Assistant Director for Contracts Fiscal
• Session 1B

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Developing Your Project Budget

• The time to start is now-your budget should not
  be a last-minute add-in
• Read ALL Budget Guidelines and Requirements
• Keep bottom line in mind Core costs should be
  prudently budgeted per participant
• Solicit commitments for additional funds/support
  from University, Participants, etc.
• Use Federal Cost Principles as a guide (OMB
  A-21)!!

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Federal Cost Principles

• Must be REASONABLE
• Does the request pass the prudent person test?
• Is it necessary for project success?
• Must be ALLOCABLE
• Can this expense be allocated to the project?
• Does it support the goals, objectives, intent of
  the program?
• Must be ALLOWABLE
• Is it in compliance with rules/regulations-
  local, state, federal, LaSIP (must conform to
  RFP)
• Is it a prohibited activity or expenditure?

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Contract General Information

• LaSIP contracts are reimbursement contracts
• All contracts will start May 1 or July 1, 2010
• Accountability is addressed via the billing
  (invoices) and reporting mechanisms (drop boxes)
  accountability is an important aspect of LaSIP
  contracts for 2010-11 and beyond!!

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Funding Information

• Federal funding sources
• NCLB
• LIGO (possibly)
• State funding sources
• BESE 8(g)
• BOR LEQSF

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Multiple Funding Sources Multiple Sets of Rules

• Federal NCLB largest source of funding
• NCLB defines partnership structure
• College of Arts Sciences
• College of Education
• High-needs LEA (school district)
• NCLB is our largest and most flexible funding
  source
• NCLB funds WILL NOT roll over anymore

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Federal Funds

• NCLB may be used to fund nearly every PD need
• LIGO funds are budgeted for specific programs and
  participants
• NCLB funds may be used for salaries, wages,
  fringes, travel, supplies, stipends, site
  coordinators, and indirect cost

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BESE 8(g) BOR LEQSF

• Use of these two funding sources is limited by
  PURPOSE
• Funds DO NOT cross over SFY Must be used
  between July 1 and the following June 30th
• BOR funds support university costs
• BESE funds support participant costs

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BESE 8(g) Funds

• BESE funds support teacher-participant costs
  (stipends, substitute pay, participant travel,
  consumable supplies, program materials supplied
  to teachers)
• May not use BESE funds for salaries, wage,
  fringes of university personnel indirect costs,
  or equipment/acquisitions

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Budget Forms
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Required Budgetary FormsBR, BN, CS

• The Budget Request (BR) comes with line-by-line
  instructions, which also contain specific
  budgetary restrictions, suggestions, or guidance
• Carefully consider timing of expenses before and
  after July 1, 2010

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What are Core Costs?

• Core Costs are all expenses associated with the
  project except
• Staff and Participant Travel
• Indirect Costs
• Keep in mind Reviewers take into consideration
  cost per participant when evaluating proposals!!

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Budget Narrative

• Budget Narrative (BN) should tie line-by-line to
  the BR
• Explain how you arrived at each item of cost
• Justification/Rationale should specifically
  support the project narrative

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Cost Share

• Cost Share (CS) may be actual or in-kind
• Encourage districts, schools, university, local
  business, or others to contribute use of
  facilities and general office supplies
• Other support to consider Leveraging district
  federal formula grants to help pay for travel,
  stipends, classroom and project instructional
  materials, refreshments/meals, etc.

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Post Award

• Upon award of contract, LaSIP staff will provide
  additional, detailed information on the invoice
  process
• Fiscal staff (i.e. me!) are happy provide
  additional training or support!!

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Keep In Mind

• If planning on attending state conference such as
  LATM please request funds in your proposal
• Projects must maintain 85 attendance or subject
  to budget reduction across participant line items
• There are 2 stipend options each proposal must
  choose one of the prescribed options as listed in
  the RFP

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Online PD

• Projects may compensate participants for
  assignments outside the school setting.
• PI must develop a standard time allotment for
  completion of assignment
• PI staff monitor completion of task and
  submission of deliverables
• A set number of hours will be compensated for
  each task and PI will sign-off certifying
  participant completed work and submitted all
  required items.