Centralized Services Division
The Centralized Services Division provides accounting, budgeting, payroll, accounts receivable, accounts payable, cash management, financial reporting, purchasing, mail, receptionist and word processing services to other OPI divisions. This division is also responsible for the distribution and fiscal monitoring of state and federal grant programs administered by the OPI to local education agencies.
Responsibilities include:
- Distributing State and Federal grant payments to local education agencies.
- Publishing a State and Federal Grants Handbook for recipients of grants administered by OPI.
- Preparing OPI's federal indirect cost plan.
- Preparing Federal and State fiscal reports and financial statements.
- Managing Federal cash balances.
- Submitting the office's biennial budget request.
- Develops, maintains and monitors office's budgets.
| Jay Phillips | Centralized Services Administrator |
| Madilon Beatty | Accounting Supervision - Accounts Payable; Purchasing; Payroll |
| Carol Loomis | Payroll |
| Carol Monroe | Purchasing Agent |
| Nona Rens | Cash Management/Federal Reporting |
| Sunni Hitchcock | Grants Accountant -Title I-A, Improving Basic Programs; Title I-A, Improvement Grants; Title I-B, Reading First; Title I-B, Even Start; Title I-C, Migrant Education, Title I-D, Neglected & Delinquent; Title I-F, Title III-A, English Language Acquisition; Title II-A, Improving Teacher Quality; Title II-B, Math/Science Partnerships; ;Title X-C, Education of Homeless Children; Indian Education for All, |
| Charlotte McMilin | Grants Accountant - ABLE; State Vo-Ed; Carl Perkins; Title II-D, Educational Technology; Title IV-B, 21st Century; Title V-D, Character Education; Title VI-A, Transferability; Title VI-B, RLIS; IDEA, Part B & Preschool; IDEA State Program Improvement; Services for Significant Needs Students, Gifted & Talented; Learn & Serve |
| Lynette Lake | Budget Analyst |
| Maria Bates | Mail/Word Processing Supervisor |
| Clay Hickman | Mailroom |
| Nancy Toole | Mailroom |
| Patti Niemi | Word Processing |
| Heather Zimmer | Receptionist |
Payments to Schools and Coops
Advancing Agriculture Education in Montana |
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| Career & Technical Education (State VoEd) Payments | Payment Schedule November 1st of each year |
FY2011-12 FY2010-11 |
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Programs |
Click here to view payment schedule |
State and
Federal Grants Payments |
Payment Schedule 10th day of every month |
| State and Federal Grants Payments include the following programs: | |
| Adult Basic and Literacy Education (ABLE) Carl Perkins (Federal Vo-Ed) Gifted and Talented IDEA Part B, Children with Disabilities IDEA Preschool IDEA State Program Improvement Learn & Serve Reading Excellence School Renovation, IDEA, Technology Services for Significant Needs Students TANF Title I, Part F, Ccomprehensive School Reform Title I, Part C, Education of Homeless Children Title I, Part A, Improving Basic Programs Title I, Part A, Accountability Title I, Part A, Improvement Grants |
Title
I, Part B, Subpart 3, Even Start Title I, Part B, Subpart 1, Reading First Title I, Part C, Migrant Education Title I, Part C, Migrant Incentive Title I, Part D, Neglected, Delinquent & At-Risk Youth Title I, Part G, Advanced Placement Title II, Part A, Teacher & Principal Training & Recruiting Title II, Part D, Educational Technology Title III, Part A, English Language Acquisition Title IV, Part A, Safe & Drug-Free Schools & Communities Title IV, Part B, 21st Century Community Learning Centers Title V, Part D, Subpart 3, Character Education Title VI, Part B, Subpart 2, Rural Low-Income Schools (RLI) |
| Traffic Education Reimbursements | Payment Schedule August of each year |
| Pupil Transportation Payments | Payment Schedule March and June |
| Pupil Transportation Payments | |
School Facilities Condition Inventory

Phase 1 is a brief survey completed by each school district in 2006.& The survey asked for basic information on the school buildings in each district. This information has been compiled and will be used as baseline data for Phase 2.
Phase 2, beginning December 2007, is an on-site assessment of all K-12 school facilities and their associated support structures in Montana. These assessments will be conducted at each school site by the DLR Group in addition to various local architecture and engineering firms.
The final report of Phase II assessment results will be presented to the State Legislature by June 30, 2008, and copies will be available to all school districts.
| Timeline | |
| August 23, 2006 | Survey became available online |
| October 12-13, 2006 | Survey Summary provided to Interim Legislative Finance Committee |
| December, 2007 | Phase 2 Begins |
Special Ed Budget/Accounting
Special Education "Allowable Costs"
What is Special Ed "Reversion"?
Maintenance of Effort (MOE) (see Appendix D)
IDEA
Annual State Application for IDEA Funds
Montana 2009 Set Aside
Federal Allocations
IDEA ARRA Funding
IDEA E-Grant
Use of IDEA Funds
E-Grants User Guide for IDEA Consolidated Part B/Preschool Application
IDEA Part B Funds: Calculation Formula for an Approved Schoolwide Program
MOE
Calculation of Maintenance of Effort (MOE)
Exception(s) Documentation
Special Education Coops
FY12 Preliminary Special Education Cost Funding
Preliminary Quality Education Component Coop Payment
State and Federal Grants Handbook
The Montana State and Federal Grants Handbook provides guidance to school districts, cooperatives, consortia and other recipients of state and federal grants administered by the Montana Office of Public Instruction (OPI).
- Introduction - Purpose of Handbook
- Table of Contents
- OPI Resources
- OPI Grants Calendar
- 200 General Administrative Requirements
- 300 Program Costs
- 400 Accounting and Reporting Procedures
- 500 Property Management
- 600 Audit Requirements and OPI Monitoring
- 700 Specialized Duties of Recipients
- Appendix A – Glossary
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Forms
Indirect Cost Rate Application
Federal/State Grant Control Record
Detailed Line-Item Budget
Cash Request
Grant Amendment Request
Final Expenditure Report
Opportunity to Participate in Federally Funded Programs by Nonpublic Schools
Request for Exception to the Authorized Representative
Time and Effort Form - Example
Example of Semi-Annual Time Certification
- Appendix C – Federal Maintenance of Effort (MOE) for ESEA Title I and Related Programs
- Appendix D – Maintenance of Effort for Idea Programs
- Appendix E – REAP-Flex and Transferability
- Appendix F – Title I Reallocation and Comparability Policies
- Appendix G - Schoolwide Programs
- Appendix H – List of CFDA Numbers
- Appendix I - Example of Grant Award Notice (GAN)
- Appendix J - Common Assurances
- Appendix K – Useful Links
