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Perkins Fiscal TrainingTreatment of Money Detail –
Secondary
Michelle Kamenov, Joel Larsen,
Laurie Rheault
Minnesota Department of Education
September 24, 2015
AGENDA
Review development of Secondary Perkins Budget (Excel Spreadsheet)
Review Procedures for submitting applications and budgets through SERVS Financial
The secondary Perkins budget spreadsheet and instructions areavailable for download at http://www.cte.mnscu.edu/professionaldevelopment/index.html
An overview of the CTE Revenue for FY 2015
Process
Step 1:
Verify final Perkins consortium allocation, including separate basic and reserve allocations.
Process
Step 2:
Complete Perkins application, including identification of activities by goal, administrative expenses, and activities to be carried out for the consortium by subgrantees
Process
Step 3:
Develop the budget for each activity, including by whom or where the activity will occur
Learning that works for Minnesota
CTE™
Goal 1: Des ign ing &.implementing Programs o f S tudy Gca1s , Objec tives and Strategies
Process
Step 4:
Determine for each activity whether it addresses Basic Grant or Reserve Fund activities.
Process
Step 5:
Determine the appropriate UFARS Object (OBJ) code(s) for each activity. Each expenditure may be reported under only one object code.
http://education.state.mn.us/MDE/SchSup/SchFin/FinMgmt/UFARS/
UFARS OBJ
Process
Step 6:
Complete the Perkins Secondary Budget Spreadsheet to be attached to the Perkins application in SERVS Financial and submitted with your online application at applyheremn.org
CAUTION
Moving or copying/pasting cells on the spreadsheet may disrupt the automatic summary features (to the Budget Summary tab).
Process
Step 8:
In January, enter expenditures made through December 31 on the spreadsheet by goal (or admin) and submit the updated spreadsheet to Michelle Kamenov at MDE
Learning that worksfor M innesota
CTE™
A I IB c D E F I GI I I I H I I
1 Carl D. Perkins Education Act · Basic Grant · Goal 1 Secondary Budget 2014-20152 Goal 1: Designing Programs of Study
3 Consortium Name: Central La k es
4
5 Column total 118,840.25 - - -Expenditures
throughReallocated
Amount
UFARS
Object Code UFARS Object Description
140 Licensed Classroom Tea:her
6 Objective Item Amount Reserve Amount Notes December 31
7 1 T SAIP O S/S p e c P roj C oord 5,000.00
8 1 lnservice pay CIS Workshop 1,000.00 140 Licensed Classroom Tea:her
9 1 FICA fu1 above 76.50 210 FIC.•IMedicare
10 1 TRA for above 70.00 218 TRA (Teachers Retiremeot Association)
11 1 WC for above 23.80 270 Workers Compensation
12 1 Curriculum dev pay 4,050.00 140 Licensed Classroom Tea:her
13 1 FICA for above 309.83 210 FIC,6/Medicare
14 1 TRA for above 283.50 218 TRA (Teachers Retiremeot Association)
15 1 WC for above 27.54 270 Workers Compensation
16 1 Professional Development 2,000.00 303 Federal Subawards and Subcontracts - Amount up to $25.000
17 1 Professional Development 1,000.00 366 Travel. Conventions and Conferences
18 1 Equipment 25,128.00 303 Federal Subawards and Subcontracts - Amount up to $25.000
19 1 Equipment 10,482.00 303 Federal Subawards and Subcontracts - Amount up to $25.00020
14 4 • •1 I1 Equipment 5,000.00 530 Other Equipment Purchcsed
Budaet Summary J Goal 1/Goal 2 /Goal 3 /Goal 4 /Goal S /Admin / UFARS OBJ /r,;;1/ Ill I
1111
Perkins Secondary Accessing Funds –SERVS Financial
SERVS (State Educational Record View and SubmissionSystem) is a password protected website where you can find all grant opportunities through the Minnesota Department of Education
https://w1.education.state.mn.us/EGMS/
AllOpenGrant Opportumtles
Horne: AccountabilityPrograms: ProgramAccountabilityand Improvement: Grants ManagementDirectory: All Open Grant Opportunities
Thi table includes a listing of all co1111Jetitive andformula grant opportunities currently available through the MinnesotaDepartment of Education. You may sort and retreve information by grant title, MOE program 3rea, eligible applicants, dollar amount or due date. Select a S!Jecific grant title for more detailed information about the grant opportunity.
Contact
mds.ss.rvsfinsncisl
> Current sorting cr iter ia : Fiscal Year & Descending
Title Program Area Eligible ApplicantsAmount Up Application
To Due Date
FORMULA - 420 - SFY 2012, IDEA PARTB SECTION 619 PRESCHOOL
Lf !: : N_TLVE, f l E_s 3:5....C_i:o .84,1r A
FORMULA - 475 - SFY 2012, CARL 0 . PERKINS CAREER AND TECHNICALEOUCATION-RESERVE, CFOA 84.048A, FFY 2011
FORMULA - 428 - SFY 2012, CARL 0 . PERKINS CAREER ANO TECHNICALEDUCATION-BASIC, CFOA 84.048A, FFY2011
Program Finance/Early Local Education2012 $5,379.541 06/30/2012
Learning Seivices Agencies (LEAs)········ ·-···· -······
Center for2012 Postsecondary
Success
/\pprovcd Pcrl<inoConsortia
$76,197 10/ 14/2011
Center for2012 Postsecondary
Success
Approved Perkins Consortia
$588.280 10/ 14/2011
r1
Hslp
FORMULA - 419 - SFY 2012,IDEA Program Minnesota Local
SPECIAL EOUCATION PART B SECTION 2012 Finance/S!Jecial Education .A.gencies $167'129,401 06/30/2012
611REGULAR,CFOA 84.027A Education (LE.A.s)
Your grant application has been successfully submitted and the status is “Signature Pending”. Once the Superintendent or Executive Director has approved this application on behalf of your organization, MDE will begin their review process. You may check the status of this or any other application on the Grant Applications page of SERVS Financial Grants Management.
SERVS Financial
Application Status Options• Signature Pending – application submitted by Application-
Budget, Application-Budget Approver or Account Register.Application Budget Approver must sign.
• Under Process – Application Budget Approver has signed. It is now in MDE’s workflow queue awaiting review.
• Resubmit – MDE has requested that you resubmit theapplication to make changes.
• Denied – Your application is formally denied.
• Approved – Your application is approved .
SERVS Financial
SFY 15 EXPENDITURES
All Budget Revisions and Expenditure Draws must be completed by November 1, 2015
SFY 16FIN 428 and FIN 475 Allocations
1. Inform your Authorized Agency Representative that allocations are available
2. Ask the Authorized Representative to ACCEPT the FIN 428 Basic and FIN 475 Reserve funds
3. Create your budgets for both 428 and 4754. SERVS budgets must match your approved budgets that
were submitted through the DULLES system.5. Draw funds
Laurie RheaultGrant Specialist Senior
Minnesota Department of Education651 582-8432
SERVS Financial
REMINDERS
• Make final FY15 budget revisions and SERVSdraw requests for Basic-428 and Reserve-475by November 1, 2015.
• Be sure to draw from course code 011 before drawing from current year (000) funds.
• SERVS expenditures must match UFARS.
Career & Technical Education Funding
CTE Revenue – FY 15 (2014-2015) & beyond:
35% of Program Expenses
Career & Technical Education Funding
There was a cap on state revenue for:FY 2012 - $17,850,000FY 2013 - $15,520,000FY 2014 - $ 20,657,000
There is currently no cap on state revenue.
2014-2015 CTE Expenses reported
AFNR = $128,869Business = $ 23,202 Marketing = $ 80,845Construction = $ 85,395Cooperative District = $ 84,217Total $402,529
X 35%= $140,885.15
CTE Expenses
140/143 - Teacher Salary
(Not including benefits)
185 - Including Extended days
Teacher contact time in approved program
365/366 - Travel
Professional Development
Student Organization Activities
CTE Program Expenses 305/394/396 - Services by contract (Page 12
CTE Users Guide. Attach a copy of the contract.
433/490 - Operational Budget (NOT Capital)
610 – Curriculum development Activities
Attach a copy of the activities.
Program Approval
STEP 1:
Need to complete Program Approval 5 year cycleDue November 1Contact Debra Blahosky for detailsMaster list of current Approved Programs goes to Data system March 1.
Anticipated CTE Expenses
Anticipated CTE Program Expenses for
the next year are entered April 15 – May
15. (FY 17 - 2016-2017)
Requires districts to have approved CTE
programs in the current data base.
These anticipated CTE expenses are sent
to UFARS June 1.
Actual CTE Program Expenses
Report actual CTE Program Expenses
September 1, immediately follow close of
school & fiscal year.
Requires approved program.
Requires appropriately licensed teacher.
These expense reports are submitted to
UFARS and compared with, and
reconciled by October 31.
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Questions!
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MnSCU Career and Technical Education
www.cte.mnscu.edu/
Webinar recordings, presentation PowerPoints
www.cte.mnscu.edu/professionaldevelopment/
finance-and-accountability.html
MDE Office of Career and College Success
http://education.state.mn.us/MDE/StuSuc/CareerEd/index.html
Materials
Treatment of Money Detail-
PostsecondaryMonday, Sept. 28, 1pm
Perkins Fiscal Webinars
CTE Webinar Series
www.cte.mnscu.edu/professionaldevelopment/finance-and-accountability.html
Previous CTE Perkins Webinars Perkins 101 for New Consortia Leaders Accountability I - Secondary and Postsecondary Accountability II: Secondary Webinar Accountability II: Postsecondary Webinar MN Perkins CTE Requirements and Uses of Funds 2015-2016
Perkins Consortium Coordinators MeetingSave the Date!
November 4, 2015
Normandale Community College
www.cteworksminnesota.org/registration/coordinators-meeting/
2015 CTE Works! Summit
Snapshots From MN Career Technical Education
Keynote: Emily Hanford, American RadioWorks
November 5, 2015
Sheraton West, Minnetonka, MN
www.cteworksminnesota.org
Upcoming Events
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available for teachers for this series of webinars (1 Hour per webinar). In
order to get the necessary certificates you MUST complete the session
evaluation.