Please read below the process for applying for, and receiving, professional development
fund reimbursements from the BEA. There always seems to be some confusion and I hate
to “deny” funds to members for not following the correct procedure.
1. When you decide to attend a prof dev opportunity that is not otherwise suggested and/or paid for by the district, you first need to fill out a “District Request forProfessional Leave” Form. This form asks you to break down approximate expenses and to whom the request for reimbursement is being made (BEA or district). It is then given to your building administrator/immediate supervisor and they sign off – granting you permission to be out of school for that purpose. THIS IS NOT THE BEA FORM. This form is sent to Central Office. It DOES NOT come to the BEA. If you only fill out this form, BEA will have no notification of your intent for us to reimburse, and your request for payment after the fact will be denied. (Sorry.)
2. Once you receive your copy of the above form back granting you permission to attend the prof dev, you need to fill out the attached BEA Professional Development Form and sent it to me for pre-approval. I will figure the amount of reimbursement, according to the formula, sign and date, make copies, and then send back to you.
3. After attending the prof dev, you will need to gather receipts and fill in the bottom portion of the BEA form; attach receipts to the form and send them back to me. I will approve payment, sign and date, make copies and forward to Jason Willcoxon for payment from BEA.
Our “year” runs September to September. However, funds are not generally available to the BEA immediately. What this means, is that if you are requesting funds for THIS year early in the fall, you will need to be patient with regard to reimbursement. Rather than approving payments as they come/in small batches, as in years past, I have set the following due dates for paperwork. On/near these dates, I will gather what paperwork has come to me, sign off, etc, and forward to Jason for payment. This way there is a clear time frame for both submission for payment, and actual payments being made.
Dates: October 19, 2018; December 17, 2018; March 13, 2019; May 28, 2019
In addition, be aware that these funds are approved on a first come, first served basis. I can only approve requests up to the $20,000.00 limit. Once I have approved that amount, no other opportunities can be approved at that time. IF at the end of the “year”, once all approved payments have been made, there are funds left, those who turned in requests and were denied MAY have partial payments made to them. There is not guarantee for this, however.
The reimbursement formula is as follows:
$0 – $300 100% reimbursement
$301-$1000 75% reimbursement
$1001 + 50% reimbursement IF funds remain at the end of the year
(Separate requests DO accumulate.)
IF you are “splitting” costs between the district and the BEA, you must be extremely clear in which party is paying for what amounts. The BEA cannot reimburse you for any cost covered by the district. (IRS guidelines forbid it.)
Also, the fund cannot cover the cost of tuition/college credit. That reimbursement is addressed by another section of the contract.
For last year, funds were claimed quickly. The more timely you can be in turning in paperwork, or in notifying the BEA of non-attendance, the better prepared we can be with regard to available funds and payment.