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INSTRUCTIONS FOR COMPLETING ESEA TITLE II ANNUAL REPORT Part 1 Financial Information

Items 1, 2, 3, and 4 at the top of the form must be completed regardless of the type of report being submitted. Sections A, B, C, and D are required for an Estimated Report. For a Final Report or a Revised Report, only Sections B and D 2 or D 3 will be required. Round all figures to the nearest dollar.

INSTRUCTIONS FOR COMPLETING SECTION A

Personnel Columns be: For each category of personnel administrators, supervisors, secretaries and clerks, and other report the total number of State agency positions assigned to ESEA Title II. This figure should include all personnel, not just those whose salaries are supported by Federal funds. Convert the positions reported in Column c into full-time equivalents and carry to one decimal place. Report this figure in Column d.

Full-Time Equivalent: To compute "full-time equivalents (ITE)" of part-time personnel, add the total number of hours worked per week by all part-time paid personnel and divide by the number of hours in your full-time work week,

Example:

4 employees each worked 20 hours per week - 80 hours 2 employees cach worked 10 hours per week 20 hours 100 hours

One hundred (100) hours divided by 40 or the number hours in your week equals full-time equivalents.

Line 1, Administrators: Include those professionals who are responble for such program management functions as preparation of forms and establishment of procedures for program operations, dissemination of information, and preparation of reports.

Line 2, Supervisors: Include those professionals who deal directly with program activities such as those involving assessment of resources, development and revision of standards, selection and use of materials, short and longe-range planning for instructional materials and school media center development, and inservice training.

Line 3, Secretaries and Clerks: Self-explanatory.

Line 4, Other: Include such personnel as consultants, other State staff in research and evaluation, members of advisory committees, fiscal and statistical personnel, and those nonprofessional employees such as truck drivers and technicians who do not fall into the category of secretaries and clerks.

INSTRUCTIONS I OR COMPLETING SECTION B

Object of Expenditures: Report by object class the amount of expenditures charged to ESEA II for SEA administrative activities. (In completing this part, see Revised Regulations, Section 117.26(a) for definition of expenditures/ In instances where an indirect cost rate has been negotiated with the Department of Health, Education, and Welfare's Office of Grants Administration Policy, and a charge is being made for such costs, enter on line 6, the rate which has been established, the base to which it is applied, c.g., total direct costs, salaries, etc., and the amount of the charge. Show in Remarks the date on which the rate was approved.

Line 7, Funds Transferred to Local Educational Agencies for Assigned Functions: Report total amount of funds transferred to local educational agencies for administration, in accord with Section 117.21(a) of the revised Title II Regulations. Do not report on this line amounts transferred for acquisitions.

Line 8, Grand Total: The amount reported must not exceed 5 percent of the funds allotted to the State, or $50,000, whichever is greater. INSTRUCTIONS FOR COMPLETING SECTION C

Items 1 through 3: School Library Resources, Textbooks, and Other Instructional Materials: Definitions are in Section 117.1 (i) of the revised Title II Regulations. Report the totals of estimated costs for each category of materials included in approved applications.

Item 4: Report amounts approved in project applications for ordering. processing, cataloging, and delivery.

Item 5: Total Expenditures: Total must not exceed State's allotment. INSTRUCTIONS FOR COMPLETING SECTION D

1. Estimated Report Enter on line 1A, column c, the total of all notifications of grant award issued by the U.S. Office of Education for the fiscal year. This amount should equal the State's allotment. On line 18, column a, show the total expenditures for State admini stration. This figure should agree with the entry in Section B 8. On line IB, column b, enter the total amounts approved for local educa tional agency projects. This should agree with amount reported in Section C 5.

2. Final Report - Complete Section B, showing amounts actually disbursed, plus charges for indirect costs, if any, in the administration of the program. Enter in Section D, line 2A, column c, the total of all grant awards issued by the U.S. Office of Education for the fiscal year. Enter on line 2B, column a, the total amount charged for administration. The total amount of Federal funds disbursed to vendors or local educational agencies for costs incurred in accordance with approved projects is to be entered on line 2B. column b. Total these amounts, and enter on line 2B, column. This Total these amounts, and enter on line 2B, column c. This figure should represent the final amount charged to the ESEA Il program for the fiscal year for which the report is being made. Do not include any unliquidated obligations in this amount. All obligations must be liquidated before a final report is filed. Record the difference between grant awards and expenditures on line 2C, column c. The State's grant award for the fiscal year being reported upon will be reduced by the amount of the unexpended balance.

3. Revised Report: If the Revised Report is related to a DHFW Audit Report, enter the DHEW Audit Control Number on the line provided at the top of the page. Only those changes which are responsive to the settlement action requested by the U.S. Office of Education are to be entered. Complete Sections B and D 3, line b, column a. if the requested changes involve administration expenditures. Changes in program expenditures should be entered in Section D3, line B, column b. The State's grant award for the fiscal year herein reported upon will be adjusted to reflect any difference between the unexpended balance as shown on the Final Report and the unexpended balance as shown on the Revised Report. In line D, check whether the revision in expenditures has been reflected in the reports required under the OE Letter of Credit System (OE Form 5227, Quarterly Report of Individual Grants.) If this action has been taken, a copy of the adjusted report should be submitted with the expenditure report. If it has not been done, the report should be revised as soon as possible and a copy sent to the Division of State Agency Cooperation.

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DEPARTMENT OF HEALTH, EDUCATION, AND WELFARE

OFFICE OF EDUCATION

WASHINGTON, D.C. 20202

ANNUAL REPORT OF FEDERAL ASSISTANCE PROGRAM, ELEMENTARY AND SECONDARY
EDUCATION ACT, TITLE II, P.L. 89-10, AS AMENDED

School Library Resources, Textbooks, and Other Instructional Materials
PART I FINANCIAL INFORMATION

Read instructions on reverse before completing this form. Attach additional sheets for REMARKS.

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SECTION B-STATE ADMINISTRATION EXPENDITURES

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HAVE NOT BEEN ADJUSTED. PLEASE FURNISH COPY OF OE FORM $227.

EXPENDITURES REPORTED AS PART OF THE DE LETTER OF CREDIT SYSTEM CI HAVE
CERTIFICATION - I certify that all the information contained herein is true, complete, and correct to the best of my knowledge and belief.

SIGNATURE (Authorized Official)

DATE

OE FORM 4490, 7/71

REPLACES OF FORM 4490, 4,70, WHICH IS OBSOLETE -38

INSTRUCTIONS FOR COMPLETING ESEA TITLE II ANNUAL REPORT Part Financial Information

Items 1, 2, 3, and 4 at the top of the form must be completed regardless of the type of report being submitted. Sections A, B, C, and D are required for an Estimated Report. For a Final Report or a Revised Report, only Sections B and D 2 or D 3 will be required. Round all figures to the nearest dollar.

INSTRUCTIONS FOR COMPLETING SECTION A

Personnel - Columns be: For each category of personnel administrators, supervisors, secretaries and clerks, and other report the total number of State agency positions assigned to ESEA Title II. This figure should include all personnel, not just those whose salaries are supported by Federal funds. Convert the positions reported in Column c into full-time equivalents and carry to one decimal place. Report this figure in Column d.

Full-Time Equivalent: To compute "full-time equivalents (FTE)" of part-time personnel, add the total number of hours worked per week by all part-time paid personnel and divide by the number of hours in your full-time work week.

Example:

4 employees each worked 20 hours per week = 80 hours 2 employees each worked 10 hours per week 20 hours 100 hours One hundred (100) hours divided by 40 or the number hours in your week equals full-time equivalents.

Line 1, Administrators: Include those professionals who are responsible for such program management functions as preparation of forms and establishment of procedures for program operations, dissemination of information, and preparation of reports.

Line 2, Supervisors: Include those professionals who deal directly with program activities such as those involving assessment of resources, development and revision of standards, selection and use of materials, short and longe-range planning for instructional materials and school media center development, and inservice training.

Line 3, Secretaries and Clerks: Self-explanatory.

Line 4, Other: Include such personnel as consultants, other State staff in research and evaluation, members of advisory committees, fiscal and statistical personnel, and those nonprofessional employees such as truck drivers and technicians who do not fall into the category of secretaries and clerks.

INSTRUCTIONS FOR COMPLETING SECTION B

Object of Expenditures: Report by object class the amount of expenditures charged to ESEA II for SEA administrative activities. (in completing this part, see Revised Regulations, Section 117.26(a) for definition of expenditures) In instances where an indirect cost rate has been negotiated with the Department of Health, Education, and Welfare's Office of Grants Administration Policy, and a charge is being made for such costs, enter on line 6, the rate which has been established, the base to which it is applied, e.g, total direct costs, salaries, etc., and the amount of the charge. Show in Remarks the date on which the rate was approved.

Line 7, Funds Transferred to Local Educational Agencies for Assigned Functions: Report total amount of funds transferred to local educational agencies for administration, in accord with Section 117.21(a) of the revised Title II Regulations. Do not report on this line amounts transferred for acquisitions.

35-1.23-BK-3305

Line 8, Grand Total: The amount reported must not exceed 5 percent of the funds allotted to the State, or $50,000, whichever is greater. INSTRUCTIONS FOR COMPLETING SECTION C

Items 1 through 3: School Library Resources, Textbooks, and Other Instructional Materials: Definitions are in Section 117.1 (i) of the revised Title II Regulations. Report the totals of estimated costs for each category of materials included in approved applications.

Item 4: Report amounts approved in project applications for ordering. processing, cataloging, and delivery.

Item 5: Total Expenditures: Total must not exceed State's allotment. INSTRUCTIONS FOR COMPLETING SECTION D

1. Estimated Report Enter on line 1A, column c, the total of all notifications of grant award issued by the U.S. Office of Education for the fiscal year. This amount should equal the State's allotment. On line 1B, column a, show the total expenditures for State administration. This figure should agree with the entry in Section B 8. On line IB, column b, enter the total amounts approved for local educa tional agency projects. This should agree with amount reported in Section C 5.

2. Final Report Complete Section B, showing amounts actually disbursed, plus charges for indirect costs, if any, in the adminis tration of the program. Enter in Section D, line 2A, column c, the total of all grant awards issued by the U.S. Office of Education for the fiscal year. Enter on line 2B, column a, the total amount charged for administration. The total amount of Federal funds disbursed to vendors or local educational agencies for costs incurred in accordance with approved projects is to be entered on line 2B, column b. Total these amounts, and enter on line 2B, column c. This Total these amounts, and enter on line 2B, column c. This figure should represent the final amount charged to the ESEA Il program for the fiscal year for which the report is being made. Do not include any unliquidated obligations in this amount. All obligations must be liquidated before a final report is filed. Record the difference between grant awards and expenditures on line 2C, column c. The State's grant award for the fiscal year being reported upon will be reduced by the amount of the unexpended balance.

3. Revised Report: If the Revised Report is related to a DHEW Audit Report, enter the DHEW Audit Control Number on the line provided at the top of the page. Only those changes which are responsive to the settlement action requested by the U.S. Office of Education are to be entered. Complete Sections B and D 3, line b. column a if the requested changes involve administration expenditures. Changes in program expenditures should be entered in Section D 3, line B, column b. The State's grant award for the fiscal year herein reported upon will be adjusted to reflect any difference between the unexpended balance as shown on the Final Report and the unexpended balance as shown on the Revised Report. In line D, check whether the revision in expenditures has been reflected in the reports required under the OE Letter of Credit System (OE Form $227, Quarterly Report of Individual Grants) If this action has been taken, a copy of the adjusted report should be submitted with the expenditure report. If it has not been done, the report should be revised as soon as possible and a copy sent to the Division of State Agency Cooperation.

97-457 73 pt. 4- 31

EDUCATION LEGISLATION, 1973

Elementary and Secondary Education Amendments of 1973 and Better Schools Act of 1973

WEDNESDAY, AUGUST 1, 1973

U.S. SENATE,

SUBCOMMITTEE ON EDUCATION

OF THE COMMITTEE ON LABOR AND PUBLIC WELFARE,

Washington, D.C. The subcommittee met, pursuant to notice, at 10 a.m. in room 6202, Dirksen Senate Office Building, Hon. Claiborne Pell (subcommittee chairman) presiding.

Present: Senators Pell and Javits.

Senator PELL. The hearing of the Subcommittee on Education will come to order.

Today we meet to discuss the administration's special revenue-sharing bill, S. 1319. These hearings are held specifically at the request of the administration who has suggested the witnesses we will have today. I would hope that today's witnesses would discuss with us the reasons they support revenue sharing as found in S. 1319 if, indeed, they do support it.

More importantly, what educational benefits will accrue to the youngsters in the schools through this method of funding?

I look forward to hearing from our first witness, Mr. John Lucas, president, Association of School Business Officials.

STATEMENT OF JOHN T. LUCAS, PRESIDENT, ASSOCIATION OF SCHOOL BUSINESS OFFICIALS

Mr. LUCAS. Mr. Chairman, it is certainly a pleasure for me to speak to you this morning as president of the Association of School Business Officials. Our concern rests largely with the support of the vehicle by which Federal funds are transmitted to schools. We feel the intent and concept that is found in the bill (S. 1319) is an exceedingly more efficient means by which Federal funds can be distributed to State and local school districts.

The Association of School Business Officials is made up of people in State and local school offices, who are charged with the responsibility of administering the funds. I think our experience would indicate that the duplicity and overlapping that exists within the categorical aid programs that have been developed over the past several years develop an exceedingly large waste factor.

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