CTE 102 Budget Coding Quick Reference Guide Budget
CTE 102 Budget Coding
Quick Reference Guide
Budget Narrative Detail Line item entry of budget data and narrative by Object code and Function Code
2019 - Priority
2019 -Perkins
Performance Measures(PM)
Performance Measure OBJECTIVES Match up objectives with funding codes OT e is N d o c n o i * Funct e od object c
Function Codes These codes are used in grant performance measure objectives v. Instruction (1000…) Student related-face to face v. Support Services (2100…) Services that support CTE; enhance instruction v. Support Services (2300…) Administration services that support CTE Reminder- odes nction c u f e s u s e iv t c je Grant PM ob
HINT To change from object code to function code- click on
Check Coding “Alignment”-Helpful Hint
Checklist
S E I R A L A S 6100
STIPENDS 6100
Substitute Teacher* SUBSTITUTES 6100 -2100 Narrative- number of days + daily rate *Does not cover sub for sick leave for CTE teacher but use when CTE teacher at training or CTSO activities. Use 6100 -2100.
Code 6300
Checklist
Code 6500 What is the difference between travel and transportation?
Includes lodging, meals, + TRAVEL transportation Example- transportation is fees, mileage, vehicle rentals Rental- bus or other vehicle rental for employee travel use code 6500 )d o o f l+ e t o h ( el v a r t t en d 00 u 5 t 6 S t t o , n Hin 0 0 8 6 de o c e s u
TEACHER TRAVELING WITH STUDENTS -CODE 6500 -2100 TEACHER TRAVELING (NO STUDENTS) -CODE 6500 -2100
STUFF In Application Narrative *Consumables On Supplies Spreadsheet *Equipment under $5, 000 but not a consumable. On Capital Worksheet *Equipment $5, 000 or more
Checklist
Supplies- 6600 • Definition-tangible*personal property • Includes program specific instructional supplies(6600 -1000)- not general supplies • Useful life of less than 1 year • Replace, don’t repair *Note- intangible property means having no physical existence Ex. - trademarks. Tangible personal property (equipment) as opposed to real property( ex- land, buildings)
CODE 6600 Example 1 - Manual blood pressure cuff - Does it have useful life of more than 1 year? - Would it be repaired? Example 2 - Cloth napkins Example 3 - Scissors
Priority + Perkins Supplies 6600 -1000 Narrative- Include Program name Dollar amount Sample of items Site EXAMPLE- FASHION DESIGN- $500 TRACING PAPER, PINS, THREAD, CUTTING BOARDS
Helpful Hint- 6600 -1000 DON’T CLUSTER TOGETHER- USE A SEPARATE ENTRY FOR EACH PROGRAM *If multi site district- add site name
Supplies-Software • Instructional software- use code 6600 -1000 • In budget narrative- include CTE program name + name of software program and cost • Do not use codes 6737, 6738, 6739. Use this code for NON-instructional software
Supplies- Magazine Subscriptions 6600 -1000 Narrative- Program name - Name of publication/magazine
Informational Materials • In both budget narrative and performance measures use term “informational materials” • -Do not write- marketing or promotional materials as Perkins does not allow
Equipment(Codes 6730 ----) Should be specialized equipment for CTE program -Use CTE program equipment list -If not on “equipment” list then GPS gets approval from Program Specialist on Best Practice- be pre-approved by Program Specialist (PS) before put worksheet if not on approved
STUFF In Application Narrative *Consumables On Supplies Spreadsheet *Equipment under $5, 000 but not a consumable. On Capital Worksheet *Equipment $5, 000 or more
Type OBJECT CODE Coding Matrix Furniture + Equipment Less than $5, 000 or more *Cost is per unit –include tax, shipping, handling, + warranty 6733 6731 or 6732 Vehicles 6736 6734 or 6735 Technology Related Hardware + Software 6739 6737 or 6738
Equipment Under $5000 Upload worksheet under related documents in Supply area - title with code and date
Label with code-example “ 6733”
Related Documents
Helpful Hint- Keep It Simple
Common Errors - Worksheet doesn’t match budget -Items in wrong budget code -Disposable items not put in 6600 -1000
How to Upload in Related Documents • Log-in to ADE Connect • Select CTE Grant • Start a revision • Go to “Sections” • Select “Related Documents” • Click “upload new” • Upload
CODE 6800 v. Field trips- both Perkins + Priority can be used to assist with entrance fees for ONLY economically disadvantaged students v. CTSO expenses- see next slide
The following are examples of allowable expenditures: CTSO advisor stipend 6100 - 2100 Student transportation- 6500 - 2100 Student affiliation fees 6800 - 2100 Student food and hotel costs- 68002100 Student conference registrations 68002100 Student CTSO apparel to loan 68002100
Career Exploration-Perkins Career Exploration Equipment - Grades 7+ 8 - no - Grade 9 - yes Career Exploration Instructional Supplies - Grades 7, 8, 9 - yes Exploration Software- yes
Career Exploration-Priority Career Exploration Equipment- grades 7, 8, 9 OK Exploration Software and Instructional Supplies –Grades 7, 8, 9 -OK
Reminder-Indirect Cost • Priority- no indirect cost allowed • Perkins- 5% limit on 2300 + indirect cost
Helpful Hint Before Submitting Grant- In PERKIN’S Application • All assurances are checked off • Have Objectives for EACH Performance Measure - Remember to use function codes for budget- box 7 - Complete all boxes • Indirect + Administrative Cost never exceed 5% • Do not “cluster activities” into one code • Double check the math • Uploaded all required documentsü Labeled worksheets if budgeted equipment ü Job description( if needed)
CTSO CODING-Perkins or Priority? ? ITEM CTSO program fee Classroom set of blazers- CTSO advisor stipend Advisor travel- CTSO event Advisor registration- CTSO Leadership event Chaperone registration- CTSO Leadership event Student registration- CTSO event Student food/hotel- CTSO event PRIORITY PERKINS
CODING ACTIVITY-CONTINUED PERKINS OR PRIORITY SPECIFIC ITEM/DESCRIPTION Instructor training to become a CPR trainer( will instruct students) Instructional materials for CTSO curriculum Teacher affiliation fee- CTSO Teacher affiliation fee- National ACTE Supplies for advisory meetings OBJECT CODE FUNCTION CODE
CODING ACTIVITY- CONTINUED PERKINS OR PRIORITY SPECIFIC ITEM/DESCRIPTION Curriculum Consortium membership fees Facility rental- advisory meeting Student chef coats Mileage-teacher going to PD District data reporter- FTE staff CNA clinical instructor Teacher- Registration- CTSO- student event OBJECT CODE FUNCTION CODE
ODDS + ENDS + S D D O ENDS
Other Grant Guidelines Priority Grant o Materials purchased with state funds must be IN HAND by June 30 Perkins Grant o Materials purchased with federal funds must be IN HAND by December 30 with money obligated by September 30
Professional Development(PD)- Perkins Have 90 days after grant year ends to “use money” for PDExample(Perkins)- pay for PD in August but PD is not until December
Communication
If your grant is returned- read checklist for comments
Trouble Shooting When receiving a message of “Status cannot be changed, validation errors exist. ” Check the “Validation” column and click on the very top “Messages” link -This will show you errors preventing the submission
Spend It or Lose It! • How much money has your District requested for 2018/ 2019? • Where do you find this information? • Where do you find expenditure details? • Where do you find comments in the history log? • Should a revision be done?
Revisions. Budget $1, 000 or 10%- which ever is the most
Questions? ?
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