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<p class=MsoNormal><span style='font-size:10.0pt;color:black'>TO: All
District and ESD Special Education Directors<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:10.0pt;color:black'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:10.0pt;color:black'>The message below
is being sent to you on behalf of:<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:10.0pt;color:black'> <o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:10.0pt;color:black'>Nancy Latini, PhD<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:10.0pt;color:black'>Assistant
Superintendent<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:10.0pt;color:black'>Student Learning
& Partnerships<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:10.0pt;color:black'>______________________________________________
<o:p></o:p></span></p>
<p class=MsoNormal><span style='color:black'>January 20, 2010<o:p></o:p></span></p>
<p class=MsoNormal><span style='color:black'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='color:black'>RE: Excess Cost Calculation<o:p></o:p></span></p>
<p class=MsoNormal><span style='color:black'><o:p> </o:p></span></p>
<p class=MsoNormal style='text-autospace:none'><span style='color:black'>It is
that time of year when each district must complete the <b>annual excess cost
calculation</b> for special education. As you know, this is a federally
mandated report under IDEA 2004, and districts must complete the calculation <b>and
</b>meet the excess cost requirement at both elementary and secondary levels in
order to retain their IDEA base and ARRA funds for 2009-2010.<o:p></o:p></span></p>
<p class=MsoNormal style='text-autospace:none'><o:p> </o:p></p>
<p class=MsoNormal style='text-autospace:none'>A work group of excellent<span
style='color:#1F497D'> </span>school district business managers from around the
state have provided our office with an improved template that makes it much
easier to complete the calculation.<o:p></o:p></p>
<p class=MsoNormal style='text-autospace:none'><o:p> </o:p></p>
<p class=MsoNormal style='text-autospace:none'>In many districts the business
manager completes this calculation, so we will be sending a copy of this
message to all of the school district and ESD business manages as
well. Because a failure by any district to complete the calculation
will result in ODE being required to collect the equivalent of full repayment
of district 2009-2010 IDEA ARRA and base grants, Superintendents will also
receive a copy of this message. <o:p></o:p></p>
<p class=MsoNormal style='text-autospace:none'><o:p> </o:p></p>
<p class=MsoNormal style='text-autospace:none'>Attached you will find:<o:p></o:p></p>
<p class=MsoNormal style='text-autospace:none'><o:p> </o:p></p>
<p class=MsoListParagraph style='text-indent:-.25in;mso-list:l0 level1 lfo2;
text-autospace:none'><![if !supportLists]><span style='mso-list:Ignore'>1.<span
style='font:7.0pt "Times New Roman"'> </span></span><![endif]> A
spreadsheet, with tab instructions, to assist you in the calculation. It is not
mandatory that you use this spreadsheet. It is a tool to help you should you
choose to use it (second attachment). Please note Tab 4 of the
spreadsheet. It contains the shortened form onto which you will report your
expenses for elementary and secondary, have signed and dated by an authorized
official of your district, and forward the original document/signature to my
attention. <o:p></o:p></p>
<p class=MsoListParagraph style='text-autospace:none'><o:p> </o:p></p>
<p class=MsoListParagraph style='text-indent:-.25in;mso-list:l0 level1 lfo2;
text-autospace:none'><![if !supportLists]><span style='mso-list:Ignore'>2.<span
style='font:7.0pt "Times New Roman"'> </span></span><![endif]>A
guidance sheet explaining how to secure the correct SECC number for use in the
calculation. As you know, the October 2008 ADM count is used for your
total student body count. (refer to first attachment)<o:p></o:p></p>
<p class=MsoListParagraph><o:p> </o:p></p>
<p class=MsoListParagraph style='text-indent:-.25in;mso-list:l0 level1 lfo2;
text-autospace:none'><![if !supportLists]><span style='mso-list:Ignore'>3.<span
style='font:7.0pt "Times New Roman"'> </span></span><![endif]>A
technical assistance document written by the United States Department of
Education on excess costs is located on the link below. This document from the
federal level addresses many of the questions that we have heard here in
Oregon. <o:p></o:p></p>
<p class=MsoNormal style='text-indent:.5in;text-autospace:none'><a
href="http://www.ode.state.or.us/data/schoolanddistrict/funding/sped/excesscostcalculation.pdf"><span
style='font-family:"Times New Roman","serif";color:windowtext'>http://www.ode.state.or.us/data/schoolanddistrict/funding/sped/excesscostcalculation.pdf</span></a><o:p></o:p></p>
<p class=MsoNormal style='text-indent:.5in;text-autospace:none'><o:p> </o:p></p>
<p class=MsoNormal style='text-autospace:none'>This year the <b>due date will
be March 30, 2010</b>. Because we have extended the time for you to
complete the calculation it is critical that you complete this federally
required exercise by the stated due date; otherwise we will be required to make
you repay your IDEA base and ARRA funds for 2009-2010. <u>There can no longer
be extensions to our designated deadline</u>.<o:p></o:p></p>
<p class=MsoNormal style='text-autospace:none'><o:p> </o:p></p>
<p class=MsoNormal style='text-autospace:none'>The object of the excess cost
calculation is to ensure that you are spending at least the same amount per child
on an IEP as you would spend on a child in General Education with regard to
basic costs of operating your district and providing education. Only then
can the money being provided through IDEA truly be considered as covering <b>excess
costs </b>of providing special education and related services for students on
IEPs, and not supplanting basic educational expenses that would be incurred
even if IDEA funds were not granted. Federal law prohibits the use of your IDEA
funds before you spend at this level in basic costs.<o:p></o:p></p>
<p class=MsoNormal style='text-autospace:none'><o:p> </o:p></p>
<p class=MsoNormal style='text-autospace:none'>Please feel free to call or
write Eric Richards at <u><span style='color:#0000CC'><a
href="mailto:eric.richards@state.or.us"><span style='font-family:"Times New Roman","serif";
color:#0000CC'>eric.richards@state.or.us</span></a></span></u> or
503-947-5786. <o:p></o:p></p>
<p class=MsoNormal><b><span style='color:red'><o:p> </o:p></span></b></p>
<p class=MsoNormal>If you have any difficulty opening the attached documents,
please contact Laura Allran at <a href="mailto:heidi.schulze@state.or.us"><span
style='font-family:"Times New Roman","serif"'>laura.allran@state.or.us</span></a>
or 503-947-5674.<span style='color:red'><o:p></o:p></span></p>
<p class=MsoNormal><o:p> </o:p></p>
<p class=MsoNormal><span style='font-size:10.0pt'>Messages to and from this
e-mail address may be made available to the public under Oregon law.<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:10.0pt'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:10.0pt'>=========== 2 Attachments
============<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:10.0pt'>SECC Data for Excess Cost
Calculation (12-30-09).doc<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:10.0pt'>Excess Cost 2008-09
timeplate-modified.xls<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:10.0pt'>===========End of
Message============</span><span style='font-family:"Palatino Linotype","serif"'><o:p></o:p></span></p>
<p class=MsoNormal><o:p> </o:p></p>
</div>
<p>**********************************************************************<br />This email and any files transmitted with it are confidential and<br />intended solely for the use of the individual or entity to whom they<br />are addressed. If you have received this email in error please notify<br />the sender immediately and delete the communication and any attachments.</p><p>This footnote also confirms that this email message has been swept by<br />MIMEsweeper for the presence of computer viruses.<br />**********************************************************************</p>
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