Part II - Instructions for Completing FY10 760 ARRA-IDEA Grant by 65z3W0

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									Massachusetts Department of Elementary and Secondary Education – FY10 760 ARRA-IDEA Grant - Amendment Instructions

Part II - Instructions for Completing FY10 760 ARRA-IDEA Grant Amendments

A. Accessing/Opening File/Saving File
To begin the amendment process, download the workbook from the “SPED Grants Applications and
Amendments” Security Portal. As you open the file, a dialog box may appear stating that ‘the workbook you
are opening contains macros.’ Click on ‘Enable Macros’ to begin.

   If you are submitting a first amendment, the file name is FY 10 760 ARRA IDEA_leacode_FINAL.
   If you are submitting a second amendment, the file name is FY 10 760 ARRA IDEA_leacode_AM1.

Save the file to your computer using “Save As”. Be sure to keep the exact filename as designated by the
Department of Elementary and Secondary Education. Do not change the file name.

B. Budget Sheets
Make line item changes on the recovery and/or investment pages themselves which are accessed by clicking
on the grey tab labeled ‘Recovery 1, Investment 1, Investment 2, etc.)’ – Each line item is linked to the
Form AM 1 (Amendment Request Form) by formulas. DO NOT fill out columns A, B, C and D on the
Amendment tab - the columns are populated automatically using formulas and are password protected.

C. Amendment (AM-1) Form
    1. To access the Form AM 1 (Amendment Request Form), click on the grey tab labeled ‘Amendment’
       at the bottom of the screen.

    2. On the amendment (AM-1) worksheet, complete the yellow highlighted areas only.




                                                                                               Complete yellow
                                                                                               highlighted areas only.




             a. Part I:I – Name of person completing this report, Title, and Phone Number;
             b. Part II – Justification

        Existing Recovery and/or Investment activity – Please identify the existing Recovery or
         Investment activity by tab name (i.e., Recovery 1, Investment 1, Investment 2) and describe the
         impact of the proposed changes that will occur for each of the identified existing activities. Provide
         appropriate justification when amending down and how the amendment will affect the original
         investment. Additionally, provide the budget information associated with the proposed change
         (i.e., additions/reductions) to line items. Make line item changes on the Recovery 1, Investment 1,
         Investment 2, etc. pages. The pages are linked to the Form AM 1 and the line item changes entered
         in the Recovery/Investment pages will automatically populate on the Form AM 1.

        New Recovery Activity - If new Recovery activities are proposed, click on the button at the bottom
         of the worksheet labeled “Click here to add another RECOVERY sheet”. A new worksheet
         labeled “Recovery” will appear at the bottom of the screen. (Maximum 3)




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Massachusetts Department of Elementary and Secondary Education – FY10 760 ARRA-IDEA Grant - Amendment Instructions




        New Investment Activity
         If new Investment activities are proposed, click on the button at the bottom of the worksheet labeled
         “Click here to add another Investment sheet”. A new worksheet labeled “Investment” will
         appear at the bottom of the screen. This process may be repeated for as many new Investment
         activities as needed (maximum 12).




         Reminder: Under recovery, districts may consider using funds to advance ARRA’s short-term
         economic goals by investing quickly to save jobs and improve student achievement. Up to 50% of
         the total two-year allocation is recommended to be used under this priority.

         Important note: Do not enter information in Part III – Columns A, B, C, and D; the cells are
         linked to the budget pages and are password protected.




                                                                DO NOT fill out columns A, B, C and D - the
                                                                columns are populated automatically using
                                                                formulas and are password protected.


D. Submitting Amendments
    When the amendment is ready for submission, UPLOAD the workbook to the “Sped Grant Application
    and Amendments” Security Portal. Be sure to maintain the same filename that the Department has
    designated.

    Mail one copy of Form AM 1 (Amendment Request Form) and budget pages with an original signature
    in Part III to:

    Grace Willis
    Special Education Planning and Policy Development Office, 4th Floor
    Massachusetts Department of Elementary and Secondary Education
    75 Pleasant Street
    Malden, MA 02148-4906.

E. Approved Amendments
    1. Once the amendment has been approved, a signed hard copy will be mailed to the contact person
       listed on the Form AM 1 (Amendment Request Form).

    2. A revised electronic budget workbook will be posted back into the Security Portal. The name of the
       grant workbook will change slightly with each amendment filed. After the first amendment, the file
       name will become FY 10 760 ARRA IDEA_leacode_AM1. With each subsequent amendment, the
       last part of the file name will change, e.g., AM2, AM3, etc. Please remember to use the most current
       workbook when filing new amendments.


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