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Fiscal Monitoring Resources

Reference the linked documents, resources, and web pages.

Fiscal Monitoring Information

  • Fiscal Monitoring Review Process (DOC)
  • Fiscal Monitoring Risk Assessment (DOC)
  • 2026 Fiscal Monitoring Instrument

Fiscal Resource Documents

  • Obligating IDEA Funds (DOC)
  • Property or Inventory (DOC)
  • Proportionate Share (DOC)
  • Time and Effort (DOC)
  • Allowable Costs for CCEIS
  • Significant Disproportionality FAQs

Online Resources

  • IDEA Regulations (34 CFR Part 300)
  • Uniform Grant Guidance (2 CFR Part 200)
  • 2024 California School Accounting Manual
  • 2025 Single Audit Guide
  • Maintenance of Effort Quick Reference Guide

IDEA Grant Forms and Templates

  • FY 24/25 Proportionate Share Worksheet 611
  • FY 24/25 Proportionate Share Assurance 611
  • FY 24/25 Proportionate Share Worksheet 619
  • FY 24/25 Proportionate Share Assurance 619
  • Application for Equipment Purchase
  • FY 24/25 Excess Cost Calculation Worksheet
  • FY 24/25 Subsequent Year Tracking Worksheet
  • FY 24/25 Exempt Reductions to MOE Worksheet

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The California Special Education Technical Assistance Network (CalTAN) is developed in association with California’s Statewide System of Support and funded by the California Department of Education, Special Education Division.

Contact us at CalTAN@cde.ca.gov

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