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 2014-15 Quarterly Claim Due Dates

***Final claims for fiscal year 2014-15 are due by September 30, 2015.***

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, 2014 through

October 17, 2014 September 30, 2014
January 16, 2015 December 31, 2014
April 17, 2015 March 31, 2015
September 30, 2015 June 30, 2015


Instructions for Submitting IDEA Entitlement Claims - This document includes:

  • Step-by-step instructions, with screen shots, of the claiming process
  • The 10% rule for over claiming approved budget line items
  • Common claim error messages and what they signify
  • FY 2014 recommended claim due dates

Claiming Indirect Funds - This document provides information on how to budget, claim and code indirect cost recovery within the IDEA budget software. 

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.

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.