Fiscal Resources
Procedures for Materials, Workshop, and Reimbursement Requests
Program Description Worksheet (click here)
The intent of the program description worksheet is to match expenditures with program needs. Each teacher should complete this form annually and submit it to the special services accountant by November 30th. The information submitted will help provide accountants with a rationale for purchases and expedite the process.
Special Education Budget Worksheet (click here)
Every licensed special education teacher will receive a discretionary and instructional budget each school year. The amount of each is dependent upon their assigned FTE and the program federal setting status.
Each teacher will receive a special education budget worksheet to manage their given instructional and discretionary budget amounts. Teachers are responsible for tracking their budgets. Accountants will track all expenditures.
- Shipping charges will be deducted from individual budgets.
- 25% of discretionary funds can be used for incentives. Food incentives need to promote healthy choices.
Requisition Form (click here)
Requisition forms are used for any purchase of materials, equipment and services. An example of a completed form is attached. Orders will not require a coordinator or supervisor signature, but should be sent directly to the special services accountant.
Check Request (click here)
When items are purchased with personal funds, a check request form isused for reimbursement . Only complete the top half of the form. You cannot be reimbursed for sales tax paid when making school district purchases. Turn in original receipts before a reimbursement can be made. Indicate what the purchase was for and why the purchase was made. If you are purchasing items on-line, print out a detailed page of your order and send that in with your credit card statement.
IMPORTANT!! Check requests will now be completed twice a year. Submit all check requests amounts by December 19, 2007 and May 15, 2008.
Check request forms will not require a coordinator or supervisor signature, but should be sent directly to the special services accountant.
Use of Tax ID
Please contact special services account when needing to use the Tax ID number. Upon request, the tax ID will be faxed directly to the vendor prior to the purchase date. Tax is not reimbursable. Please contact Jodi Schmidt at 651-748-7670 or at jschmidt@isd622.org and/or Janet Doman at 651-748-7458 or at jdoman@isd622.org if you have additional questions.
Workshop Request (click here)
District-wide staff development dollars have been allocated to each building. Staff should always request approval and funding first through their buildings using their building forms. If the building request is denied, it will be considered for approval by the designated special education supervisor. Complete the Special Services Staff Development Application for Site Funds form and attach a brochure of the workshop/conference. All requests must be submitted one month prior to the registration deadline.
Blanket Purchase Order
Some programs have blanket purchase orders arranged through Cub or other vendors with authorized signers. These accounts have been set up for programs with reoccurring purchases (i.e. food items for cooking classes). The amount designated for these orders is deducted from the individual special education instructional budget.
Jodi Schmidt at 651-748-7670 or at jschmidt@isd622.org
Janet Doman at 651-748-7458 or at jdoman@isd622.org
Mileage Reimbursement (click here)
Completed by approved special education staff for mileage reimbursement. Please sign this form before submitting.
