Claiming IDEA Funds



Funds made available under the Individuals with Disabilities Education Act (IDEA) are paid to sub-recipients through a reimbursement process. Claims for funds are submitted online through the IDEA web-based budget.

FY 2012-13 Quarterly Claim Due Dates

IDEA claims should be submitted, at a minimum, quarterly for eligible budgeted expenditures. LEAs are always allowed to submit claims more frequently.

Claim Due Date

Expenditures Made From July 1, 2012 Through

October 15, 2012 September 30, 2012
January 14, 2013 December 31, 2012
April 15, 2013 March 31, 2013
September 30, 2013 June 30, 2013

Instructions for Submitting IDEA Entitlement Claims - This document includes:
  • Step-by-step instructions, with screen shots, of the claiming process
  • How to claim indirect
  • How to submit a final claim
  • Common claim error messages and what they signify

Instructions for Amending IDEA Claims - There are certain situations that arise when an LEA may wish to amend an IDEA claim representing funds that have already been received. This document includes step-by-step instructions for amending claims in the following situations:
  • Moving funds from an existing claimed amount to a “new” budget item
  • Moving funds from an existing claimed amount to a different existing budget item
  • Trying to move claimed funds when there is not enough money to make adjustments

Instructions for Returning IDEA Funds to DPI - These instructions provide details on how to send grant funds back to DPI.

Returning IDEA Funds to DPI to meet MOE prior to year end closing - This document provides instructions on which reports need to be amended, who to contact at DPI, and how to code the return of a prior year's grant funds.

IDEA Indirect Cost Claiming - These instructions provide account codes for LEAs claiming indirect from the flow-through, preschool and CEIS grants.


Cash Management Policies

The purpose of the U.S. Department of Education's memo on cash management is to remind grant recipients of existing cash management requirements regarding payments. The second link is frequently asked questions regarding the requirements. The focus is returning interest earned (if any) on federal funds received in advance by the awarding agency.