School districts, CESAs, CCDEBs, and non-district (2r) charter schools report their special education expenses to DPI with two reports: the PI-1504-SE budget report details proposed expenses for the current school year, and the PI-1505-SE annual report details actual expenses for the previous school year. Only fund 27 special education expenses (with a few limited exceptions, see instructions for details) are included. These reports are used to determine the amount of state special education categorical aid.
- Instructions for Completing the Special Education Budget and Annual Report (updated July 2012)
- Frequently Asked Questions for Completing the Special Education Budget and Annual Reports
- GPO and GPI Corrections Powerpoint
- Printing the Special Education Annual and Budget Financial Data Reports
These resources are available to help districts and other entities resolve specific PI-1505-SE annual report errors:
- School District Wisconsin Act 221 Addendum Worksheets
- Grant Payment Out-Grant Payment In Reconciliation
- Wisconsin Act 221 Edit Assistance
- Special Education Report-SAFR Report Reconciliation
- Fringe Expense But No Associated Salary Expense
- Salary Expense But No Associated Fringe Expense
- Homebound Travel But No Associated Salary/Fringe
- School Age Parent Homebound Travel But No Associated Salary/Fringe
2r Charter Schools
Beginning with the 2012-13 school year, non-district (2r) charter schools will report their special education expenses using the online reporting system. Previously, they had submitted reports with a claim form, which is included below for reference.
- 2r Charter Access to Online PI-1504/1505-SE Special Education Budget and Annual Reports (secure access, login required)
- Instructions for 2r Charter Access to Special Education Reports (updated December 2012)
- 2r Charter WUFAR account coding segments
- Coding Costs to 2r Charter Online PI-1505-SE presentation
- 2r Charter and Non-Instrumentality PI-1505-SE Claim Form (for reference only)
Non-Instrumentality Charter Schools
Non-instrumentality charter schools have special education expenses reported by their contracting districts. An Excel claim form is available for these schools to use in developing their expense submissions to districts: