Finance IDEA 2004

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Finance IDEA 2004
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STATE FUNDING And how it affects districts.

• IDEA 2004 authorizes a 7-year appropriation path
  to full funding.
• The Oregon Department of Education has
  traditionally distributed approximately 95 of
  its federal funds to districts. The majority
  comes through formula distribution, the balance
  through discretionary contracts and grants that
  provide services and build local capacity.
• Districts will continue to receive their formula
  distributions on the same time schedule.

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I. STATE FUNDING

• Changes the amount states may reserve for other
  state-level discretionary activities.
• FY 2006 and 2007 Each state may reserve not more
  than 10 from the amount of the states FY 2005
  and 2006 allocation.
• FY 2007 and each subsequent FY The state may
  reserve the maximum amount it was eligible to
  reserve under FY 2006.

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I. STATE FUNDING

• IDEA 2004 describes the required uses of funds
  reserved for state-level activities
• monitoring
• enforcement
• complaint investigation
• establish and implement the mediation process
• provide for the cost of mediators and support
  personnel 611(3)(2)(B)

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I. STATE FUNDING

• Support of the development and provision of
• appropriate accommodations for children with
  disabilities
• alternate assessments that are valid and reliable
  
• for assessing the performance of children with
  disabilities.

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I. STATE FUNDING

• Provide to schools and districts. . .
• technical assistance,
• direct services, including supplemental
  educational services to children with
  disabilities in schools or districts identified
  for improvement on the sole basis of the
  assessment results,
• professional development to special and regular
  education teachers who teach children with
  disabilities,
• . . .to improve educational instruction, through
  scientifically-based research, in order to
  improve academic achievement.

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I. STATE FUNDING

• IDEA 2004 adds authority for a district risk pool
  for high cost students.
• In its current format, the Oregons High Cost
  Students Fund allocates to ODE 12 million off
  the top of the state school fund to administer
  the specialized fund.

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I. STATE FUNDING

• IDEA defines limit on state use of federal funds
  to meet state-law mandated funding obligations.
• A state may not use Part B funds to satisfy
  state-law mandated funding obligations to
  districts, including funding based on student
  attendance or enrollment, or inflation, in
  complying with supplementation of state, local
  and other federal funds provisions and relating
  to maintenance of state financial support
  provisions. 612(a)(20)

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II. LOCAL FUNDING

• IDEA 2004 adds an exception to the local
  maintenance of effort (MOE) requirements.
• For any fiscal year for which the federal
  allocation received by a district exceeds the
  amount received for the previous FY, the district
  may reduce the level of expenditures by not more
  than 50 of the excess. 613(a)(2)(C)(i)

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II. LOCAL FUNDING

• IDEA places a limitation on the exception to
  local MOE requirements.
• If a State determines that a district is not
  meeting the requirements of Part B, including the
  targets in the states performance plan, the
  state shall prohibit the district from reducing
  its MOE under Section 613(a)(2)(C) for any fiscal
  year. 616(f)

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LOCAL FUNDINGPermissive Use of Funds

• IDEA 2004 permits funds provided to the district
  under Part B to be used to carry out a variety of
  listed activities, including Early Intervening
  Services

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LOCAL FUNDINGPermissive Use of Funds

• IDEA 2004 permits districts
• To establish and implement cost or risk sharing
  funds, consortia or cooperatives for the district
  itself.
• To pay for high cost special education and
  related services when working in a consortium.
• To purchase appropriate technology for
  recordkeeping, data collection, and related case
  management activities.

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II. LOCAL FUNDING
IDEA 2004 clarifies requirements regarding funds
to charter schools.

• on the same basis that the district provides
  funds to public schools, including proportional
  distribution based on relative enrollment of
  children with disabilities.
• at the same time as the agency distributes other
  federal funds to the agencys other public
  schools.
• consistent with the states charter school law.

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Resources

• OSEP Document on CD
• IDEA 2004 Section of ODE OSLP website
• http//www.ode.state.or.us/search/results/?id260