State School Payments
The November State School Funding Payments for FY 2024 are posted at the following link: State School Payments
The December 15, 2023 payments include: Guaranteed Tax Base Aid for General Fund, County Retirement and State Coal Mitigation Block Grant.
If you have questions regarding payments, please contact Laci Novark (406) 444-4401
State School Entitlements
The State School Funding Payments Entitlement for FY 2024 were posted at the following link: State School Payments>Entitlements
For more information, please contact Laci Novark, at (406) 444-4401 or contact us by email at opischoolfinance@mt.gov.
Impact Aid Applications - due January 31st
The US Department of Education has opened the Impact Aid Grant System (IAGS) for FY 2024 applications:
The Impact Aid section 7002 and section 7003 applications for Fiscal Year 2024 are now available online in the Impact Aid Grant System (IAGS). The application submission deadline for the Section 7002 and Section 7003 applications is 1/31/2023 at 11:59 p.m. Eastern Time. We urge you to begin working on your application well before the deadline. Do not wait until the last minute.
Log in to the Impact Aid Grant System [impactaid.ed.gov] to start your application. You will find the link to start your application on the Home page.
We have a number of helpful tools available on our IAGS Training [impactaid.ed.gov] and Resources [impactaid.ed.gov] pages to help you submit your application. In particular, please review the Section 7002 Application Instructions [impactaid.ed.gov] and Section 7003 Application Instructions [impactaid.ed.gov]. If you need a refresher on IAGS account set up and how to complete an application, see our new slide deck, A Guide to Submitting a 7003 Application in the IAGS [impactaid.ed.gov].
Applications submitted after the deadline, but before 4/1/2023 incur a 10 percent payment reduction penalty. Don’t let this happen to you!
Data sheets to assist with the completion of the application may be found here: Impact Aid
For more information, please contact Andrea Mohammadi at (406) 444-1960, or contact us by email at opischoolfinance@mt.gov.
Funding for Significant Enrollment Increases
The Office of Public Instruction (OPI) is providing this notice of HB 36 (2023 Legislative session) that revises the funding for significant enrollment increases. HB 36 modifies section 20-9-166, MCA, to allow significant enrollment increase (SEI) payments as described below. It also repeals 20-9-314, MCA, which provided procedures for determining eligibility and the amount of increased average number belonging (ANB) due to unusual enrollment increase.
The SEI Calculation worksheet can be found on the School Finance website under State School Payments>Entitlements
In general, the SEI payment eligibility process is described in the bill as follows:
- School districts that experience an enrollment increase based on the October enrollment count in the current year converted to ANB must be greater than the budget limitation ANB for the fiscal year three years prior by 110%.
- The SEI payment is described in HB 36 as an amount that is the difference between 80% of the district’s total per-ANB entitlement for that fiscal year using the most current October enrollment count minus the “absorption factor”, and 80% of the district’s initial per-ANB entitlement for that fiscal year.
- The absorption factor is defined as an ANB amount rounded to the nearest whole number equal to the sum of five ANB plus 3% of the district’s budget limit ANB for that fiscal year.
The timeline for the SEI payment is as follows:
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By December 1st each year following the October enrollment count, the OPI must determine the school districts that qualify for a SEI payment.
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By December 15th of each year, the OPI must notify schools of their eligibility for a SEI payment.
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No later than March 1st, the trustees of a SEI payment qualifying district are to notice OPI of acceptance of all or partial amount of the allowable SEI payment. This is done by passing a general fund budget amendment.
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As soon as passed, the school district general fund budget amendment must be provided to the OPI.
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Upon successful completion of the budget amendment process, the OPI will begin distribution of the SEI payments using appropriation authority from the BASE aid appropriation in HB 2. This payment will be distributed to schools by the OPI in the following months along with the direct state aid payment.
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With the regularly scheduled June payment, all distributions of the SEI payment will be complete for the fiscal year.
The Budget Amendment Packet is located on our website to help you with your budget amendment timelines and requirements.
If you have question about this process or need assistance, please call Alivia Skeslien-Jenkins at 406-444-1964 or email us at OPISchoolFinance@mt.gov
Compensation Expenditures Reporting – PAST DUE
Compensation Expenditures reporting is a process set up to assist schools with their responsibilities to be transparent with the use of public funds in accordance with 20-7-104, MCA. This reporting collects and reports information pertaining to all salaries paid to employees in the district in a fiscal year. Compensation Expenditure reports must be submitted by December 10th for the previous fiscal year’s data. Districts will be required to complete the compensation expenditures in TEAMS to finalize the fiscal year 2023 process. You will need to log into TEAMS to complete, this will be located at the bottom of the System tab called “Compensation Expenditure TOE.”
If you do not have access to TEAMS or are having troubles logging in, please contact OPITEAMS@mt.gov.
MAEFAIRS is now available to report the FY2023 Compensation Expenditure Report. The Compensation Expenditure report is due to the Office of Public Instruction (OPI) by December 10th, 2023. The FY2023 Compensation Expenditure Reporting Instructions are available on the OPI Website.
For questions regarding Compensation Expenditure Reporting within MAEFAIRS please contact: Alivia Skeslien-Jenkins, 406-444-1964, Laci Novark, 406-444-4401, Andrea Mohammadi, 406-444-1960 or contact us by email at opischoolfinance@mt.gov
Spring Student Count - February 2/5/2024
The official fall count day is Monday, February 5, 2024. You may import data once Aggregate Hours are entered in AIM (Infinite Campus), however you will not be able to submit to OPI until February 6, 2024. You may import as many times as necessary before submitting your final data. Student Count for ANB reports must be submitted to the MAEFAIRS system no later than February 13, 2024.
To access MAEFAIRS, CLICK HERE
Questions: For ANB questions or to correct submitted data, please contact: Andrea Mohammadi, 406-444-1960. Or contact me by email at opischoolfinance@mt.gov.
Indirect cost rate applications - Due April 30th
Districts that plan to charge indirect costs (e.g., general administration, accounting services, and personnel services) to FY2024 federal and state grant awards using an indirect cost rate must complete an indirect cost rate application form. Application for an indirect cost rate does not increase the amount of the grant award.
For compatibility with the e-grants system the closing date for applying for an Indirect Cost Rate is April 30, 2024.
The U.S. Department of Education renewed our indirect cost agreement effective for FY2022. Consequently, some aspects of the indirect calculation have changed with this application round:
- School Systems enrolling greater than 2,600 students must redirect costs associated with business manager salary and benefits to direct and unallowable.
- Indirect Cost Rates will be awarded per school system rather than by LE.
- The use of a carry forward calculation has been eliminated. The calculation has been replaced with a five-year rolling average with a 5% discount.
Indirect Cost Rate Application and resources for FY2024 are available on the OPI website.
Please review the instructions and additional documentation for more details.
Indirect Cost Rate Cover Letter (please read)
Indirect Cost Rate Instructions
If you reclassify costs to adjust the indirect cost rate, please read the Indirect Cost Rate Instructions prior to reclassification of costs for an adjusted rate. A reclassification calculator is available for aiding in the determination of an adjusted indirect cost rate.
Schedule A, which shows preliminary rates.
The Certification forms.
If you have questions or need assistance viewing the files, please contact: Amanda Zigan at 406-444-3096.
If you have questions about how to complete the indirect cost rate application, please contact: Barbara Quinn at 406-444-3249.
Tuition Forms - complete and entered to Maefairs
Student Attendance Agreements should be completed upon enrollment in a school (20-5-322, MCA). Students who are in foster or group homes outside of their resident district should be entered into MAEFAIRS as soon as they are approved by the attending district. This allows resident districts to review their obligations or dispute their status as resident district – facilitating payments due in the ensuing year. Please make sure to enter these agreements in a timely manner and run the reports set up for resident districts in MAEFAIRS. Please see the forms located under Tuition and Attendance.
FP14.2 Foster and Group Home Student Attendance Agreement
FP15 Day Treatment and Out of State Tuition
For more information, please contact Andrea Mohammadi at (406) 444-1960, or contact us by email at opischoolfinance@mt.gov.
FY 2024 Elections
OPI School Finance Staff is currently working on a training schedule for December through January. Once finalized districts will be notified. The election calendar is available here Election Calendar - 2024 Expanded (mt.gov). Additional guidance is also available at Elections (mt.gov).
For more information, please contact Andrea Mohammadi at (406) 444-1960, or contact us by email at opischoolfinance@mt.gov.
OPI Application Access Guides for NEW Clerks and Superintendents
The OPI has information for new:
To assist in getting set up with their new roles, please see the documents located on the School Finance webpage. For more information, please contact Amanda Zigan at (406) 444-3096 or contact us by email at opischoolfinance@mt.gov.
FY 2024 County Treasurer’s FP-6b
The Office of Public Instruction (OPI) has posted an update to the FY2024 Countywide School Funds – FP6b Version 1 spreadsheet. It can be found here under County Forms.
If you have questions regarding the update, please contact Autumn Belmont, Budget Analyst at (406) 444-9852 or send an email to OPISchoolFinance@mt.gov
Mandatory 15 Hour Bus Driver Training
A quality driver training program is critical to the success of a school transportation program. The commitment to provide school bus drivers who are safe, competent and well trained should be the goal of every school district. In order to achieve that goal, each district shall develop and implement a continuing education program for school bus drivers providing at least 15 hours of mandatory in-service training annually. The plan shall, upon request, be available for inspection by the Office of Public Instruction.
The minimum required training topics can be reviewed in the 2022 Montana School Bus Standards.
Training should be well documented for every driver that includes the date of training, hours completed, topic of training, and the duration of the training.
For more information, please contact Donell Rosenthal at (406) 461-9316 or contact us by email at opischoolfinance@mt.gov.
Annual Driving Records
Annual driving records must be performed on all drivers to ensure compliance with School Bus Driver Qualifications in 20-10-103, MCA and 10.64.201, ARM.
Driving Records information can be requested through the Montana Department of Justice
For more information, please contact Donell Rosenthal at (406) 461-9316 or contact us by email at opischoolfinance@mt.gov.
Transportation Semester 2 Bus Inspections – 1/31/2023
The Montana Highway Patrol must perform the second semiannual bus inspection of school buses by January 31 and re-inspect the buses, if necessary, before transporting students.
Only school buses that pass inspection may be used to transport students and only school buses that pass inspection will receive state and county transportation reimbursement. A school bus that fails to pass inspection will not be eligible for state and county reimbursement until the bus is reinspected and approved by the inspecting officer.
Upon completion of bus inspections, forms must also be signed and dated by the District Official.
The school district is responsible for contacting the Montana Highway Patrol for bus inspections. Buses that are placed in operation after the school semester has begun must be inspected and approved by the Montana Highway Patrol before the bus is operated on the established route.
Inspection Forms can be accessed through the Pupil Transportation System and must be entered electronically upon completion of the inspections.
For more information, please contact Donell Rosenthal at (406) 461-9316 or contact us by email at opischoolfinance@mt.gov.
Bus Driver Certificate TR35
School bus drivers must hold a valid Montana School Bus Driver Certificate (TR35) for a district to be eligible to receive state reimbursement.
Qualifications for bus drivers are prescribed by 20-10-103, MCA, and by the Board of Public Education in ARM 10.64.201. The bus driver certificate forms are provided and must be maintained electronically in the Pupil Transportation System.
The chair of the board of trustees must sign the certificate which is issued to a driver who is authorized and qualified to drive a school bus pursuant to all applicable rules, regulations, and laws. The district must retain a current copy of each bus driver's certificate, provide a copy to the bus service contractor, if applicable, and files a copy with the county superintendent. The bus driver is required to always carry a current and valid hard copy of the certificate while driving a school bus.
For more information, please contact Donell Rosenthal at (406) 461-9316 or contact us by email at opischoolfinance@mt.gov.
Bus Route Change Requirements
When the board of trustees changes a route's mileage per day, or if a different school bus is used on the route, the trustees must approve the change in miles, submit it first to the county transportation committee for approval and then electronically submit a revised TR1 form to the Superintendent of Public Instruction by accessing the Pupil Transportation Portal.
The route (the area served and the miles per day) must be established by the board of trustees, by board resolution. 20-10-132 , MCA and 10.7.112, ARM.
For more information, please contact Donell Rosenthal at (406) 461-9316 or contact us by email at opischoolfinance@mt.gov.
Audit Letter for FY-2023
The annual letter to auditors can be found on the OPI website by clicking this Audit link. The letter provides general information for the fiscal year 2023 regarding issues affecting Montana school district audits and special items the OPI would like auditors to review for compliance with statute and administrative rule.
For more information, please contact Kristen Becker at 406-444-0701 or contact us by email at opischoolfinance@mt.gov.
School Year 2023-2024 Changes
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STRUCTURE CHANGES with an effective date of July 1, 2024: School districts with changes to operating status, grade level configurations, school/district name, etc., should contact the OPI as soon as possible. Please send official notice of these change requests, on district letterhead, signed by the Authorized Representative, to the School Finance email at OPISchoolFinance@mt.gov.
For more information, please contact Andrea Mohammadi at 406-444-1960.
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PERSONNEL CHANGES in the Directory of Montana Schools: Changes to Trustee, board chair, clerk/business manager, superintendent, or principal must be changed in OPI Contacts. Instructions for how to make these changes are found here: Instructions.
For more information, please contact Amanda Zigan at 406-444-3096, or contact us by email at CentralUpdates@mt.gov.
Updating School Contact Information with OPI
District Clerks are responsible for keeping their district’s contact information up to date. According to § 20-3-307, MCA, Trustee Contact information is required to be updated within 14 days following the qualification and oathtaking of a newly elected trustee or for the filling of vacancy on the board (the county superintendent is responsible for providing information to the district clerk for the purpose of updating the Trustee Repository). Contact information also affects the Budget and TFS reports as well as how the AR for OPI and E-Grants updates. The instructions on how to update your schools’ information can be found at the following link: Instructions.
PERSONNEL CHANGES: All school districts please go to the OPI website - Directory of Montana Schools - to verify your schools’ information.
Changes must be made by the Clerk in OPI Contacts for:
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Trustees (required by HB 811).
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Board chair.
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Clerk/business manager.
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Superintendent.
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Principal.
For more information, please contact Amanda Zigan at 406-444-3096, or contact us by email at CentralUpdates@mt.gov.
School Finance Updates to the OPI Website
Updated 2024 Elections Calendar with (& without) Forms on the School Finance Elections page, under Elections.
Updated 2024 District Classification & 2024 Districts Required to Report Campaign Finance Activity on the School Finance Elections page, under Other Information.
Updated Elections Handbook on the School Finance Elections page, under Guidance.
Updated Significant Enrollment Increase (SEI) Calculation on the School Finance State School Payments page, under Entitlements.
Updated Data Sheets 2025 button on School Finance Impact Aid page.
Updated FP-14.1 Parent or District Student Attendance Agreement on the School Finance Tuition and Attendance page, under Forms.
Added FY 2023 Equalization Report on the School Finance County page, under Equalization Reports.
Updated Building Reserve Fund Guidance September 2023 on the School Finance Accounting page, on the Guidance & Manuals tab, under Other Materials.
Updated Indirect Cost Rate FY 2025 Instructions on the School Finance Accounting page, on the Indirect Cost Rates tab, under Indirect Cost Rate Resources.
Updated Cover Letter for Indirect Cost Rate FY2025 on the School Finance Accounting page, on the Indirect Cost Rates tab, under Indirect Cost Rate Resources.
The OPI is committed to providing reasonable accommodations to people with disabilities. If you need a reasonable accommodation, require an alternate format, or have questions concerning accessibility, contact the OPI ADA Coordinator, 406-444-3161, opiada@mt.gov, Relay Service: 711.
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