ES Expense Stipend and ES Reimbursements

ES Expense Stipend

An automatic monthly ES Expense stipend is paid to an ES each month that an ES is paid for serving 10 or more active students on the date of the payroll snapshot. The stipend is included in your regular ES paycheck in addition to your base ES pay and will be paid for up to 10 months (August to May) for an ES who carries active students for an entire school year. This stipend is intended to cover regular ES mileage, a minimum cell phone plan, a supply fund {which includes copies (not for students) and postage}, and ES technology needs.

 

Monthly Mileage Expense

The monthly mileage stipend is intended to cover the travel costs incurred by the ES in performing their regular ES job. The school offices and your group site are considered your normal place of business and, therefore, traveling from home to either place is like any employee traveling to/from their workplace. The monthly mileage stipend is calculated using the formula below based on the number of active students you are being paid to serve in that month. Each AESS student counts as one additional student since you are required to visit them at least one additional time each month. The stipend is paid on 25 miles per month per assigned student.

 

___ (# of active students) + ___ (# of AESS students) X 25 (miles/month/assigned student) X IRS rate at the beginning of the school year.

NOTE: The rate per mile is determined by the current allowable IRS rate. This amount changes each year when IRS changes the allowable rate.

 

Telephone Expense

The ES Expense Stipend is intended to cover the minimum cost of a cell phone plan for each ES who serves 10 or more students. We are currently paying $30 per month towards this. Each ES needs to acquire a cell phone, deciding whether or not you wish to have a minimum plan, or if you also would like to contribute to the cell phone cost for a richer plan to include personal usage. The choice is up to each ES, but we do expect you to have a number with voice mail so that your students, your Advisor, and the office can reach you on any school workday. Please enter that number in the ES Detail screen in ES Webfiles. (Until you have entered this number, your home phone number will be used to reach you.) We also expect that the “free minutes” will belong to your work calls, therefore we will not reimburse for any additional calls you may make. Remember to use the provided 800 numbers to access the IEM office, tech support, parent support, and your ES Advisor. (See current web phone list for numbers)

 

Supply Fund

A Supply Fund stipend of $2 per student per month is provided in the ES Expense Stipend for those ESs serving 10 or more students. The supply fund is for ES use for “petty cash” type expenses that come up throughout the school year (portfolio envelopes or labels, for example), or can be saved up towards the purchase of a work tool that you need to do your job. “Office type” copy expenses and postage are also covered by this amount. Some ESs have chosen to use their supply funds to purchase a small copier for their home office. This is allowed, and in that case, this stipend is also expected to go towards maintaining the copier.

 

Copy Expenses for students

Copy expenses for students are NOT covered by this stipend. If an ES needs to make copies for education materials for students, the ES must create a PO to an approved copy vendor. Or, if the ES has a home copier, be sure to use a student PO to order the paper expenses. Creating the PO debits the IF account, which is where all student educational expenses should come from for proper accounting.

 

ES Technology Expense

A stipend amount of $50 per month is provided in the ES Expense Stipend for ES usage in supplying their home office for each ES with 10 or more students. Each ES is required to have a working, internet-compatible computer, an HP printer (to be compatible with school programs), Microsoft Office, and an internet connection in order to be assigned student. The ES may choose to use this monthly stipend in any way it is needed to provide these items (new purchase, repair, upgrade, etc). Please note, the following ISP providers are NOT compatible with our server: AOL, Prodigy, MSN, NetZero, or Compuserve. If an ES has one of these as their provider, they must change to a different one in order to effectively send and receive school e-mails (mandatory job requirement).

 

ES Expense Stipend Calculation

Below is a summary of the monthly ES Expense Stipend based on the number of active students the ES is being paid for that month (for ESs serving 10 or more active students):

 

1.Calculated based on number of active students:

Mileage:

___ (# of active students) + ___ (# of AESS students) X 25 (miles/month/assigned student) X IRS rate (see notes on this above)

Supply Funding: ___ (# of active students) X $2

2. Monthly Amount per ES with 10 active students on the payroll shapshot date:

Technology:  $50        Cell phone:    $30        

               

Expense Reimbursement

The Expense Reimbursement form and procedure is to only be used for those expenses that are not included in the monthly ES expense stipend or already listed on your payroll sheet as “extra duties”. (The Expense Reimbursement form is NOT to be used for any expense incurred for students that will be charged against your Instructional Funds account. The school does not reimburse parents or ESs for educational items for student use. These must be ordered on a school PO.) All items submitted on an Expense Reimbursement form do require that an ES receive approval from the ES Support Division in advance of incurring the expense. Such a request for prior approval must be submitted to and approved by the ES Support Division on a Reimbursement Approval Form (RAF). Once approval is given, the cost can then be incurred and all appropriate receipts and other pertinent documentation must be attached to the Receipt Submission form and submitted along with a completed Expense Reimbursement form. (See forms for specific instructions and mailing addresses/fax numbers.)

 

Mileage Reimbursement Form

Remember to use the Mileage form only for travel to approved conferences (if funds are available and if conference and/or mileage is pre-approved on a RAF) or other assigned school duties (with mileage approved) outside of the regular ES job. In order to be paid, a RAF signed by your supervisor must be included along with the Mileage form and the Expense Reimbursement form. Remember to submit your reimbursement requests in a timely manner.