Educational Materials System EMAT Training Disbursements agenda What is the purpose Who are those responsible Relate to job function Importance What is a disbursement Different types of disbursements ID: 1038187
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1. Place holder from Part 1
2. Educational Materials System (EMAT) TrainingDisbursements
3. agendaWhat is the purpose? Who are those responsible? Relate to job function.Importance What is a disbursement Different types of disbursements What you need to know prior to filling out a disbursement How to complete a disbursementHow and when will the disbursement get to my district
4. Learning Objectives Understanding an allotment disbursement Understanding the three types of allotment disbursements: required information you need to know prior to requesting an allotment disbursement
5. Allowable purchasesThe Allotment Disbursement request in EMAT enables school districts and open enrollment charter schools to use ima funds for: Non-State adopted Instructional MaterialsTechnological equipmentTechnology Services
6. Allotment Disbursementsclick ‘Allotment Disbursement’ on the District Start Page
7. Summary screenCreate a new Allotment Disbursement transaction View saved requestsView previously submitted/approved requests
8. TYPES OF DISBURSEMENTSInstructional MaterialsTechnological EquipmentTechnology Services
9. Instructional Materials Disbursement Used by districts to request funds for instructional materials that are NOT State Board or Commissioner adopted. Exception: Districts can use funds if wanting to purchase individual components of an adopted program.
10. Creating an instructional materials type of disbursement requestclick ‘allotment disbursement’ on the district start page
11. Instructional Materials Disbursement Click ‘next’ in the transaction id column
12. Instructional Materials type Choose ‘instructional materials’ from the drop down menuClick ok
13. Instructional Materials Scroll down to the blank disbursement category boxClick the magnifying glass
14. Instructional Materials categories the disbursement categories available for the instructional materials type of request are shown
15. Instructional Materials categories Choose a disbursement category for your request
16. Disbursement category entries Enter the requested information for each field that is specific to the disbursement category
17. supplemental materials category fieldsPublisherTitleIsbnLanguageSubject areaCourse nameMaterial type Grade level# of students servedCopyright yearMedia formatTeks %QuantityUnit price
18. Adding additional linesClick the (+) sign, at the end of the line, to add Additional lines to the disbursement request
19. Adding disbursement categoriesClick the (+) sign, to the right of the current disbursement category to add Additional disbursement categories to the disbursement request
20. Adding Disbursement categoriesClick the magnifying glass to choose the new disbursement category
21. Save workScroll up Click ‘save work’ once you have entered all of the requested information for the line
22. Cancel a disbursementClick ‘Cancel Disbursement’ to cancel the transaction
23. Certify & submit the requestScroll down Click ‘certify & submit’ once you have saved
24. Certify disbursementEnter telephone numberClick ‘ok’
25. submit successfulStatus will update to ‘submitted’New transaction id# is generated
26. Disbursement summary reportClick ‘view/print disbursement summary’ to print for your records
27. 27TIPBe sure to allow pop-ups on your computer since the disbursement request summary will open in a new window as a PDF document.
28. Disbursement summarySAMPLE ONLY
29. technological equipment disbursement Used by districts to request funds for technological equipment Technological equipment--Hardware, device, or equipment necessary for instructional use in the classroom, including to gain access to or enhance the use of electronic instructional materials, or for professional use by a classroom teacher
30. Creating a technological equipment type of disbursement requestclick ‘allotment disbursement’ on the district start page
31. Technological equipmentDisbursement Click ‘next’ in the transaction id column
32. Technological equipment type Choose ‘technological equipment’ from the drop down menuClick ok
33. Technological equipment categoryScroll down to the blank disbursement category boxClick the magnifying glass
34. Technological equipment categoriesChoose a disbursement category for your request
35. Technological equipment categories the disbursement categories available for the technological equipment type of request are shown
36. Technological equipmentEnter the requested information for each field that is specific to the disbursement category
37. Common category fieldsProduct descriptionGrade level# of students servedPrimary usemanufacturerAssistive technology QuantityUnit price
38. Save workScroll up Click ‘save work’ once you have entered all of the requested information for the line
39. Certify & submit the requestScroll down Click ‘certify & submit’ once you have saved
40. Certify disbursementEnter telephone numberClick ‘ok’
41. Disbursement summaryClick ‘view/print disbursement summary’ to print for your records
42. Disbursement summarySAMPLE ONLY
43. technology services disbursement Used by districts to request funds for technology servicesSalaries for employees providing technical support professional development Contracted services
44. Creating a technology services type of disbursement requestclick ‘allotment disbursement’ on the district start page
45. Technology servicesDisbursement Click ‘next’ in the transaction id column
46. Technology services type Choose ‘technology services’ from the drop down menuClick ok
47. Technology servicesScroll down to the blank disbursement category boxClick the magnifying glass
48. Technology services categoriesChoose a disbursement category for your request
49. Technology services categories the disbursement categories available for the technology services type of request are shown
50. Technology services Enter the requested information for each field that is specific to the disbursement category
51. Common category fieldsService descriptionService audienceQuantityUnit price
52. Save workScroll up Click ‘save work’ once you have entered all of the requested information for the line
53. Certify & submit the requestScroll down Click ‘certify & submit’ once you have saved
54. Certify disbursementEnter telephone numberClick ‘ok’
55. Disbursement summaryClick ‘view/print disbursement summary’ to print for your records
56. Disbursement summarySAMPLE ONLY
57. In progress – user savedSubmitted – submitted to TEA for review and approvalApproved – material or equipment is an allowable purchase with IMA funds funds will be sent electronically to district/charter school within 7-10 days three disbursement statuses
58. In progress statusThe Status column shows ‘in progress’Changes can be made at any time while in this status
59. Making changes to DisbursementsClick transaction id # to make changes to an ‘In progress’ disbursement
60. Submitted statusThe Status column shows ‘submitted’Can make changes but must notify tea to re-open to ‘in progress’ status
61. Approved statusThe Status column shows ‘approved’No changes can be made
62. Payment to districts/chartersPayment voucher to district/charter is generated once request is approvedClick ‘view payment information’ Link available when payment has been sent
63. 63TIPBe sure to allow pop-ups on your computer since the payment information will open in a new window as a PDF document.
64. Payment to districts/chartersSAMPLE ONLY
65. Far fund code 410 revenue account 5829Unused funds roll forward each yearaccounting
66. Instructional.Materials@tea.state.tx.usor 512-463-9601Instructional Materials & Educational Technology Division Website:http://www.tea.state.tx.us/IMETQuestions: