IDEA FORMS

INDIVIDUALS WITH DISABILITIES EDUCATION ACT (IDEA) FORMS

The MCIU manages the IDEA (Individuals with Disabilities Education Act) Section 611 & Section 619 funds for eligible sub-recipient organizations in Montgomery County, PA. These formula driven federal funds are provided to assist schools in funding the supplemental costs of providing services to students with disabilities.

All questions on the IDEA sub-recipient process, should be directed to one of the following individuals:

Jonathan Alessi, Assistant Director of Business Services
610-755-9341
jalessi@mciu.org

MCIU IDEA Fiscal Inbox
mciuidea@mciu.org

2026/2027 IDEA/Section 611 Budget Documents:

26/27 IDEA/Section 611 Allowable/Unallowable Costs

Download Form

26/27 IDEA/Section 611 Subcontract Agreement

Download Form

26/27 IDEA/Section 611 Performance Goal Form

Download Form

26/27 IDEA/Section 611 Risk Assessment Survey

Download Form

26/27 IDEA/Section 611 Budget Cover Sheet

Download Form

26/27 IDEA/Section 611 Budget Instructions

Download Form

26/27 IDEA/Section 611 Budget Forms

Download Form

26/27 IDEA/Section 611 Early Intervening Forms

Download Form

26/27 IDEA/Section 611 Significant Disproportionality Form

Download Form

26/27 IDEA/Section 611 Payment Request Form

Download Form

2026/2027 IDEA/Section 611 Final Expenditure Report Forms

26/27 IDEA/Section 611 Final Expenditure Report Forms

Download Form

2026/2027IDEA/Section 619 Budget Documents:

26/27 IDEA/Section 619 Allowable Costs

26/27 IDEA/Section 619 Subcontract Agreement

26/27 IDEA/Section 619 Payment Request Form

26/27 IDEA/Section 619 FER

26/27 IDEA/Section 619 Budget Summary

26/27 IDEA/Section 619 Final Expenditure Cover Sheet

Download Form

2025/2026 IDEA/Section 611 Budget Documents:

25/26 IDEA/Section 611 Allowable/Unallowable Costs

Download Form

25/26 IDEA/Section 611 Subcontract Agreement

Download Form

25/26 IDEA/Section 611 Performance Goal Form

Download Form

25/26 IDEA/Section 611 Risk Assessment Survey

Download Form

25/26 IDEA/Section 611 Budget Cover Sheet

Download Form

25/26 IDEA/Section 611 Budget Instructions

Download Form

25/26 IDEA/Section 611 Budget Forms

Download Form

25/26 IDEA/Section 611 Early Intervening Forms

Download Form

25/26 IDEA/Section 611 Significant Disproportionality Form

Download Form

25/26 IDEA/Section 611 Payment Request Form

Download Form

2025/2026 IDEA/Section 611 Final Expenditure Report Forms

25/26 IDEA/Section 611 Final Expenditure Report Forms

Download Form

2025/2026IDEA/Section 619 Budget Documents:

25/26 IDEA/Section 619 Allowable Costs

25/26 IDEA/Section 619 Subcontract Agreement

25/26 IDEA/Section 619 Payment Request Form

25/26 IDEA/Section 619 FER

25/26 IDEA/Section 619 Budget Summary

25/26 IDEA/Section 619 Final Expenditure Cover Sheet

Download Form

2024/2025 IDEA/Section 611 Budget Documents:

24/25 IDEA/Section 611 Allowable/Unallowable Costs

Download Form

24/25 IDEA/Section 611 Subcontract Agreement

Download Form

24/25 IDEA/Section 611 Performance Goal Form

Download Form

24/25 IDEA/Section 611 Risk Assessment Survey

Download Form

24/25 IDEA/Section 611 Budget Cover Sheet

Download Form

24/25 IDEA/Section 611 Budget Instructions

Download Form

24/25 IDEA/Section 611 Budget Forms

Download Form

24/25 IDEA/Section 611 Early Intervening Forms

Download Form

24/25 IDEA/Section 611 Significant Disproportionality Form

Download Form

24/25 IDEA/Section 611 Payment Request Form

Download Form

2024/2025 IDEA/Section 611 Final Expenditure Report Forms

24/25 IDEA/Section 611 Final Expenditure Report Forms

Download Form

2024/2025 IDEA/Section 619 Budget Documents:

24/25 IDEA/Section 619 Allowable Costs

Download Form

24/25 IDEA/Section 619 Subcontract Agreement

Download Form

24/25 IDEA/Section 619 Payment Request Form

Download Form

24/25 IDEA/Section 619 FER

Download Form

24/25 IDEA/Section 619 Budget Summary

Download Form

Board Agendas & Minutes

Effective July 1, 2026, the Montgomery County Intermediate Unit will be utilizing the Keystone Agenda platform for meeting management. Keystone Agenda is a paperless-meeting software designed to house documents for Board agendas, meetings and minutes. Visit the Keystone Agenda website to view the MCIU Board Meeting agendas, meetings and minutes. To view past agendas and minutes, please use the buttons below:

Upcoming Agendas

Assistive Technology

Assistive Technology focuses on a variety of tools to support students including:

Augmentative Communication Devices
Writing Tools
Computer Access Technology
Switches and Environmental Controls
Assistive Listening Equipment for the Hearing Impaired
Access Technology for the Visually Impaired

We offer services directly to school districts in Montgomery County.

Schools/Districts

Student Referral Form

SETT Meeting Forms

PA Media & Design Competition Regional Event at MCIU

2021 competition will once again be held virtually

The PA Media and Design Competition (formerly the PA Computer Fair) is an annual event, typically held in March or April, that highlights Pennsylvania school students’ application skills and computer knowledge. Students are able to unleash their creativity, learn how to convey information more dynamically, and enhance the learning process. This competition is open to all students in grades 6-12, in public or private schools as well as state-approved home-school programs.

The Middle School and High School Competitions are two separate events operating under the same rules but held the same day at the same place under a common schedule.

Be sure to follow the regulations posted at the website: PA Media and Design Competition.

Middle and High School Categories:

Registration Opens: December 7, 2020 and closes March 12, 2021 at 4:00 PM. Deadline for Projects to be uploaded is March 26, 2021 at 4:00 PM. Judging Takes Place the week of April 5, 2021. Awards Announced: April 13, 2021. Open to all Montgomery County Middle and High School students

Regional Competition Information

Please note: Projects are limited to three per category per school.

Please be sure to follow instructions on PA Media and Design Competition for uploading your projects and all associated information.

For additional information contact: Jackie Krail at 610-755-9352 or via email to jkrail@mciu.org

Registration & Information

Business Office Support Services

The Office of Business Services provides a variety of back-office school business support services, including, but not limited to: Accounting support, Business Management, Payroll Processing, and Purchasing Support. Services are provided both short and long term and are customized to meet the needs of the school entity.

For more information on MCIU’s Business Office Administrative Support Services, please contact:

Sandra Edling
CFO/Director of Business Services
610-755-9410
sedling@mciu.org

Financial Wellness for Educators

The Office of Business Services provides an ongoing NO cost 10-week Financial Wellness for Educators Program for adults working in Montgomery County Public Schools. This program is made possible through a grant received from the National Association of State Treasurers.

Class sizes are limited and cover topics, such as: Money Values, Developing a Spending Plan, Understanding Banking Products, Credit Reports, Debt Management, Financial Disasters, and Preparing for Retirement.

To register for this opportunity, please visit the MCIU’s professional learning registration system and select the Financial Wellness course that best meets your schedule.

For more information, please contact:

Sandra Edling
CFO/Director of Business Services
610-755-9410
sedling@mciu.org

Southeastern PA Schools Trust

The MCIU’s Office of Business Services provides the Trust Management Services for the Southeastern PA Schools Trust (SEPaST). SEPaST is a consortium of seventeen (17) school entities in southeastern PA that work together to pool resources for the purpose of self-insuring medical, prescription drug, and other employee benefits.

www.sepast.org

For more information on joining SEPaST, please contact:

Sandra Edling
CFO/Director of Business Services
610-755-9410
sedling@mciu.org

2021 Federal Poverty Guidelines

Download

BrainSTEPS

The BrainSTEPS Program was created to build a bridge connecting the medical, rehabilitation, education sectors and families following student (K-12) acquired brain injury (ABI). ABIs can cause cognitive, physical, socio-emotional, and behavioral impairments that impact classroom performance and learning. In 2007, the Pennsylvania Department of Health established the BrainSTEPS Program to address this issue. BrainSTEPS consulting teams support school teams in the development and implementation of educational plans following student ABI.

The original BrainSTEPS model in PA is currently funded by the PA Department of Health and the PA Department of Education, Bureau of Special Education, and is implemented by the Brain Injury Association of Pennsylvania. In 2017, BrainSTEPS was recognized by the Centers for Disease Control (CDC) as a national model for educational consultation supporting students and school teams in the development and implementation of educational supports and services following an acquired brain injury.

The Montgomery County Intermediate Unit BrainSTEPS team seeks to support both public and non-public school students as they re-enter school following acquired brain injury. They provide information to families and schools, links to resources, and provide training to school staff to learn more about the impacts and effects of concussion and other acquired brain injuries.

Student Referral Form

Head Start Policy Council - Minutes

The Head Start Policy Council meets monthly on Mondays. Please see our calendar for upcoming meeting dates.

Washington A Conference Room
2 W. Lafayette Street
Norristown, PA 19401

*Council meetings are currently being held virtually due to COVID-19.

HEAD START – FINANCIALS

The Office of Business Services is responsible for all of the internal fiscal operations of the Montgomery County Intermediate Unit. The Office annually prepares the operating budgets, annual financial reports, and coordinates the efforts for both the State and Local audits of our fiscal documents.

Equitable Participation

Equitable Participation (EP) Services are available to students identified as eligible for special education who are unilaterally placed by parents in private schools. In Pennsylvania, the IU is the agency responsible for the implementation of the federal requirement for EP Services.

Forms for Nonpublic School Use:

Professional Development Request Form

Materials Request Form

Consultation Request Form

• BrainSTEPs Form

• Consent for Observation

• Consultation Requests -Teacher Input

• Hearing Consult-Parent Input

• Hearing Consult-Primary SIFTER

• Hearing Consult-Secondary SIFTER

• Vision Consult-Parent Input

• Vision Consult-Teacher Input