PROGRAMS & SERVICES:
SPECIAL EDUCATION FINANCE & MEDICAID
(Updated 5/9/13)

The special education finance program administers the state's special education funding laws in 16 V.S.A. chapter 101. The current state funding formula for K-12 services is a reimbursement system. Reporting requirements include the submission of a service plan projecting the cost of special education for the upcoming year as well as expenditure reports during the year of actual costs incurred. Program staff review expenditure reports submitted by Vermont school districts and calculate the amount of state assistance, perform audits of the special education expenditure reports to ensure that the information reported is accurate and properly documented, and oversee the distribution of federal IDEA-B and PreSchool Flow Through funds to supervisory unions. Program staff also work with the Office of Vermont Health Access on the School-based Health Services Program which allows schools to generate Medicaid reimbursement for the health-related services provided to special education students who are enrolled in Medicaid and receive eligible services in accordance with their individualized education plans (IEPs).

Estimated Final Worksheet A’s and B’s for FY-2013
The Vermont Agency of Education will be accepting estimated final Worksheet A’s and B’s from supervisory unions and school districts through Wednesday, May 22nd, 2013. This is an optional submission if supervisory unions and school districts have incurred to expect to incur additional special education costs that qualify for State-Placed Student Reimbursement (3205) or Extraordinary Reimbursement (3203) for FY-2013 and wish to receive reimbursement prior to June 30th.

Deadline: May 22, 2013

• Field Memo 13-02: State Special Education Funding - Estimated FY-2013 Final Worksheets A & B PDF
  
  
• Worksheet A: Billing of Special Education Cost for State-Placed Students EXCEL
  

Special Education Funding Formula Projections and Estimated EEE Grant Amount for FY 2014
The following are the FY-2014 Special Education Funding Projections based on the FY-2014 Special Education Service Plans as of December 14, 2012. For these estimates, it is assumed that the federal IDEA-B funds will be level funded by the federal government. The final State appropriation levels will be determined during the up-coming Legislative Session. The estimates provided assume the State will fund the 60% State share as set forth in statute.

• Field Memo 12-10: FY-2014 Preliminary Special Education Formula Revenue Projections PDF
  
  
• Estimated Essential Early Education Grants EXCEL
  
  
• Mainstream Block Grant Calculation EXCEL
  
  
• FY 2014 Service Plan Estimate Compared to FY-2013 Estimate and FY-2012 Actual EXCEL
  

• Special Education Funding Formula Projections EXCEL
  
  
• K-12 Special Education Estimated Cost by Budget Entity EXCEL
  

Special Education Service Plan for FY 2014
View and download instructions and forms for special education service plans for FY 2014 used by Vermont school districts to report their anticipated special education expenditures. This service plan is designed to meet the requirement by law that each supervisory union submit a service plan annually to the commissioner reporting their anticipated special education expenditures for the following year.

• Service Plan Memo (Field Memo 12-08) PDF
  
  
• General Instructions and Section A InstructionsWORD
  • Section A Forms EXCEL
    
    
• Section B Instructions WORD
  • Section B Forms EXCEL
  • Section B Budget Worksheet (K-12) EXCEL
    
    
• Section C Instructions WORD
  • Section C Forms EXCEL
  • Section C Budget Worksheet (Pre-school) EXCEL
    
    
• Section D Instructions WORD
  • Section D Forms EXCEL

Special Education Expenditure Report Forms and Instructions for FY-2013
View and download instructions and forms for special education expenditure reports used by Vermont school districts to report their special education expenditures for state funding.

Memo:

• 12-09: Cover for the FY-2013 Special Education Expenditure Report Package
  

Forms and Other Materials:

• Instructions for FY-2013 Special Education Expenditure ReportPDF
  
  
• Special Education Expenditure Report for FY-2013 (Information Sheet Included)EXCEL
  
  
• Technical Guide for Special Education Cost Documentation PDF
  
  
• Staff Documentation Packet EXCEL
  

Special Education Cost, Average Daily Membership (ADM) and Child Count by School District
This spreadsheet reports average daily membership (ADM), child count and special education formula expenditures by school district and supervisory union. It also calculates child count as a percentage of average daily membership and special education formula expenditures per ADM. The spreadsheet is also used to determine high and low spending districts in accordance with 16 VSA §2974. High spending is defined as spending at least 20 percent more than the state wide average of special education (formula) eligible costs per average daily membership. Please note that the spreadsheet does not reflect resubmission of data by school districts after they are notified of their status as high spending districts. For questions or additional information, contact Mike Bailey at (802) 828-3132 or mike.bailey@state.vt.us.

• FY 2012 EXCEL
• FY 2011 EXCEL
  
• FY 2010 EXCEL
  
• FY 2009 EXCEL
  
• FY 2008 EXCEL

• IDEA-B Funding
  
  
• Medicaid
  
  
• Special Education

Margaret Schelley, Special Education Finance Manager
(802) 828-5119 (P)
(802) 828-1631 (F)
margaret.schelley@state.vt.us

Nicole Tousignant, Medicaid Program Coordinator
(802) 828-5111 (P)
(802) 828-1631 (F)
nicole.tousignant@state.vt.us

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