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Finance and Adult Education
What’s up with the money?
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The Day Ahead
Why are we here? Why are YOU here? What do you want to know? What knowledge can you share?
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Funding Streamswhere does the money come from?
WIA– Titles I, II, III, IV
VATEA ALE WEP Incarcerated Youth EPE EOA/EA Other
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Workforce Investment Act (WIA)
Title I— workforce investment systems, one stops, workforce investment boards
Title II– Adult literacy—Adult Education Act Provisions (Adult Ed providers)
Title III—Wagner Peyser (UI) (DOL) Title IV—Rehabilitation Act Provisions
(VESID)
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WIA Title II
Competitive dollars To provide adult education and literacy services to
assist adults to become literate and obtain the knowledge and skills necessary for employment and self sufficiency
To assist adults who are parents to obtain the skills necessary to become partners in the education of their children
Assist adults in the completion of a secondary education
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WIA II –EL Civics
• To help students become more proficient in English; EFF standards
• Increase awareness of US systems• To achieve competency as family
members, citizens and workers.• Prepare for citizenship
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WIA Title II—Corrections Education
For use in local correctional facilities. Provide ABE, GED, ESL instruction for
incarcerated adults. Other related employment preparation
i.e. job readiness
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Who gets WIA dollars?
Local school districts BOCES CBO’s, FBO’s Volunteer organizations Libraries Colleges
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Forms and Reporting--WIA
FS-20 form NRS Data System Program Information Form Self Review Form http://www.oms.nysed.gov/cafe/guidance.html
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VATEA/Perkins
Formula funding / non-competitive. Funds allocated through formulas related to
economically disadvantaged served. To improve the quality of career & tech
education. Prepare for high skill, high wage, high
demand occupations. Integration of challenging academics.
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Who gets VATEA/Perkins dollars?
School districts BOCES Community
colleges
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Forms and Reporting for VATEA/Perkins
FS-10 for proposed budget FA10A-for amendments FS-10F for final expenditures http://www.oms.nysed.gov/cafe/guidance.html CTEDS—Career & Technical Education Data System
—follow up data– CTEDS 1—July- numbers served July1-June 30– CTEDS 2—February—outcomes from previous year
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Adult Literacy Education-ALE
Competitive funding for not-for-profit organizations—non LEA’s
ABE, ESOL, HSE New York State Legislature
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Forms & Reporting--ALE
FS-20 for proposed budget NRS data Program Information Form Self Review Form http://www.oms.nysed.gov/cafe/guidance.html
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Welfare Education (WEP)
Competitive--LEA’s– Participants eligible for public assistance or food
stamps– Over 16 and out of school.
Dollars being directed to 12 Literacy Zones.
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Equivalent of Attendance (EOA)
Out of School Youth– Serve youth 16-20– Local district dollars– Used for GED programs– Can be under Alternative Education– AHSEP, HSEP regulations, definitions– Can leverage with WIA I and II dollars
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IncarceratedYouth
Non-competitive Local district in which county facility is located Can contract with BOCES HSE/AHSEP/GED for 16-21 year olds STAC forms with contact hours submitted to the
state through local district Money received by district; paid to contractor Neglected & Delinquent dollars may be used.
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Employment Preparation Education (EPE)
Serves those over 21 without a high school diploma
Contact hour reimbursement Rate varies by district and by BOCES EPE Manual NRS data collection NRS Report Card
EPE Manual
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Grants Finance Webpage
Redesigned March 2008 Forms, reports Guidance & Information (Fiscal Guidelines,
Q&A) Announcements and reminders Important links (OMB Circulars, EDGAR,
etc.)
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Funding Stream Tips
Read the OMB circulars and follow up power point on the web site.
Check web site frequently for new information and updates.
Create a process for tracking time and effort. Keep documentation for all expenditures
(purchases, staffing, etc) for all funding streams. Enroll organization in electronic payment plan
through Office of State Comptroller.
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Funding Stream Tips 2
Be aware of your indirect rate and allowable expenditures.
Know the difference between administrative costs vs. indirect.
Know the difference between employees and contractors.
Be aware of definition of “equipment” vs. “supplies.”
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Funding Stream Tips 3-Amendments
Review grant expenditures throughout program year to make any needed adjustments in a timely manner.
Submit amendment requests no later than May 1.
Not to be used as part of the close out process.
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The number 1 funding tip:
Call SED BEFORE the problem develops!
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BUDGETING
Salaries Benefits Classroom supplies Operations &
Maintenance Rental(s) Telephone
Advertising Publications Equipment Professional
development Central office support IT Services
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Classroom supplies/Equipment
Testing materials Texts / workbooks Research materials Instructional materials Computers Software
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OVERHEAD
Rent Utilities Plowing Lawn care Taxes Daily maintenance IT Support Other internal transfers
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Staff
Salaries– Annual increase according
to contract– Annualize hourly expenses
Benefits– FICA– Workmen’s Comp– Unemployment Insurance– Health & Dental insurance– Retiree health insurance– Compensated absences
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STAFFING
Instructors Aides Case Managers Support Staff Administrators Central Office
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Your partner in financial success—the Business Office!
Who is your contact? What does the
Business Office need? Remember AUDITS What do you need? Required reports Useful reports Regular updates and
meetings
FS-10
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Providing the best service for the money---
Be sure you know eligibility requirements allowable expenditures reporting requirements correct forms
for funding streams
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Things to consider:
Blending customers Blending funding streams Collaborations as a way to serve customers and
stretch the dollars Providing fee for service programs Allocating resources
– i.e. multiple funding streams supporting salaries– Time / effort logs
Federal requirements—EDGARhttp://www.ed.gov/policy/fund/reg/edgarReg/edgar.html
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Self Review Form
Track your progress
Make program improvements
http://emsc.nysed.gov/aewd/forms.shtml
Adult Literacy
Compliance
Self Review Form
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Serving adults by maximizing resources…
The mission of adult educators everywhere.