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 |
Charlotte McMilin | Accounting Supervision - Accounts Payable; Purchasing; Payroll |
Carol Loomis | Payroll |
Carol Monroe | Purchasing Agent |
Heather Zimmer | Cash Management/Federal Reporting |
Juli Tenneson | Grants Accountant - 21st Century Community Learning Centers, Project AWARE Mental Health Grant, Striving Readers, Title IA Basic, Title IA Schoolwide, Title ID Neglected and Delinquent, Title I N&D Correctional Delinquent (DOC), Title IE Striving Readers Literacy, Title IIA, Title IIA – State Level, Title III |
Leisa Blanton | Grants Accountant – ACT Plus Writing (Gear Up), ABLE, El Civics, State Able, Carl Perkins, Gifted & Talented, IDEA B, IDEA B Preschool, IDEA B CSPD, EDEA D: RTI, Oil & Natural Gas Impact Grant, Preschool Development Grant, Title I – Part C: Migrant Education, Title VI – Part B: Rural & Low Income, Title X – Part C: McKinney Vento Homeless |
Lynette Lake | Budget Analyst |
Julia Viergutz | Accounting Tech, Grant Accountant -Title X-C, Education of Homeless Children |
Patti Niemi | Accounting Tech |
Whitney Williams | Procurement Technician |
Lee Cook | Mailroom |
Kelli Webb Eileen Burns |
Receptionists |
Payments to Schools and Coops
Career & Technical Education (State VoEd) Payments | Payment Schedule November 1st of each year |
FY2015-16 FY2014-15 FY2013-14 |
Programs |
Click here to view payment schedule |
Contains payment information for the following: |
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 |
2014-15 Reimbursement by District 2014-15 Reimbursement by County |
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
IDEA E-Grant
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
FY13 Special Education COOP Funding Report
FY13 Quality Educator Component COOP Report
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
-
Forms
Authorized Representative Change Form
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