More than 160 participants from 49 states, four technical assistance centers—CIFR, NCSI, IDC, and CIID—and the Office of Special Education Programs (OSEP) at the U.S. Department of Education met in Atlanta, Georgia, for IDEA Fiscal Forum 2018 on April 24–26, 2018. The event was sponsored by CIFR, and the conference theme was “Leveraging Funds, Fiscal Processes, and Data to Improve Results.”

View the event agenda.

Presentations are organized by fiscal topic. To view presentations from a specific day, download the IDEA Fiscal Forum app from the iTunes App Store. Use the code iff18 to open the app.

Allocation of IDEA Part B Subgrants to LEAs

• Calculating IDEA Part B Subgrant Base Payment Adjustments: The Mechanics and CIFR Calculators. Presenters: Tom Munk (CIFR), Laura Johnson (CIFR), Steve Smith (CIFR)
• Establishing SEA Procedures for the Allocation of IDEA Part B Subgrants: State Perspectives and Practice in Kansas and New Jersey. Presenters: Elena Lincoln (CIFR), Jenifer Harr-Robins (CIFR), Kathleen Ehling (New Jersey), Christy Weiler (Kansas)
• IDEA Allocation Audit Resolution: Arizona’s Path to Compliance. Presenters: Christopher Brown (Arizona), Alissa Trollinger (Arizona), Mike Mannelly (Arizona)
• IDEA Part B Subgrant Complexities and Compliance: Addressing Calculation Challenges. Presenters: Steve Smith (CIFR), Sara Doutre (CIFR), Dan Schreier (OSEP)

Coordinated Early Intervening Services (CEIS)

• CEIS and Monitoring Use of Funds. Presenters: Sara Doutre (CIFR), Mary Ellen Parrish (Washington), John Andrejack (Michigan), Dan Schreier (OSEP)
• Tracking Comprehensive and Voluntary CEIS Data: Understanding the Complexities. Presenters: Danielle Crain (IDC), Terry Long (IDC), Steve Smith (CIFR)

Fiscal Data

• Deconstructing Federal Fiscal Data Collection Requirements: LEA MOE Reduction and CEIS Data. Presenters: Danielle Crain (IDC), Chris Thacker (IDC), Sean Freeman (Florida), Christine Evans (Florida), Meredith Miceli (OSEP), Jennifer Finch (OSEP)
• IDEA Fiscal Data Sources and Data Integration Opportunities. Presenters: Bill Huennekens (CIID), Cecelia Dodge (CIID/CIFR)

Fiscal Monitoring and Responsibilities

• Building Subrecipient Fiscal Monitoring Systems: Processes and Tools in Idaho and Kansas. Presenters: Anthony Mukuna (Idaho), Dean Zajic (Kansas), Jana Rosborough (NCSI)
• OSEP Ask and Answer: Excess Cost, Proportionate Share, Allowable Costs, and Other IDEA Fiscal Topics. Presenters: Anne Louise Thompson (NCSI), Charlie Kniseley (OSEP), Jennifer Finch (OSEP), Lynne Fairfax (OSEP), Dan Schreier (OSEP), Matt Schneer (OSEP)
• SEA and LEA Fiscal Responsibilities Under IDEA: Overview and Timeline. Presenters: Nancy O’Hara (CIFR), Tye Ripma (CIFR), Anne Louise Thompson (NCSI), Danielle Crain (IDC)
• Translating Audits to Action: Audit Resolution at the Local, State, and Federal Levels. Presenters: Wayne Ball (CIFR/NCSI), Lynne Fairfax (OSEP), Charlie Kniseley (OSEP), Marnie Fredrickson (Ohio Auditor), Morgan Williams (Georgia Auditor)

Local Educational Agency Maintenance of Effort (LEA MOE)

• CIFR’s LEA MOE Calculator: Lessons from New York and Kentucky. Presenters: Laura Johnson (CIFR), Sanay Abraham (CIFR), Todd Harrigan (New York), Jonathan Compton (Kentucky)
• Key Differences Between the IDEA LEA MOE and Excess Cost Requirements. Presenters: Anne Louise Thompson (NCSI), Sara Doutre (CIFR), Todd Harrigan (New York), Barbara McGowen (Maine)
• LEA MOE and State-Level Procedures: Covering the Critical Components. Presenters: Paula Burdette (CIFR), Pakethia Harris (CIFR), Stefanie Muth (North Dakota), Matt Schneer (OSEP), Gerry Teevens (North Dakota), Rachel Zellmer (Wisconsin)

Maintenance of State Financial Support (MFS)

• Maintenance of State Financial Support: Calculation Mechanics and Key Procedural Components. Presenters: Carol Cohen (CIFR), Pakethia Harris (CIFR), Allison Davey (Tennessee), Renee Charleswell (U.S. Virgin Islands), Matt Schneer (OSEP)

Closing Session

• OSEP’s Fiscal Focus in an Era of Results Driven Accountability. Speaker: Ruth Ryder, Acting Director of OSEP

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