This guide is intended for district business officials (DBOs) and explains how to complete the Excess Cost Threshold Setting activity in Catamaran. The Excess Cost Threshold Setting activity allows ISDs and their member districts to enter expenditure data, which is used to calculate excess cost thresholds for elementary and secondary education.


  1. Log into Catamaran using your username and password.
  2. Locate the Excess Cost Threshold Setting activity on your Task Overview. Click on the Activity.
Tasks overview
Note: If this activity has been completed, it will not show in the Task Overview. In this case, access the Excess Cost Threshold Setting activity from the Search page instead. After logging into Catamaran, click Search in the upper right-hand corner of your screen. Select Finance as your primary filter. Then, select Excess Cost ISD Threshold 2019-20 as your secondary filter. Click Search to receive applicable results.

Getting Started

  1. From the activity menu, click on the Getting Started page. This page provides tips and guidance for the District Data Form.
excess cost district threshold menu

Complete the District Data Form

  1. Click Next to proceed to the District Data Form. Alternatively, return to the menu and click District Data Form.
  2. The District Data Form is made up of 12 question pages. Complete each page, including the feedback questions.
  3. Use the Notes section to record notes and upload attachments that might assist in the completion of this activity next year.
  4. Use the Feedback section help the Catamaran Team improve this activity for future users. Feedback is optional.
Note: Navigate quickly between pages of the District Data Form by using the navigation bar on the left. Page number icons will fill in red when the page is complete.
district data form

Review and Submit District Threshold Calculator

  1. Open the District Threshold Calculator from the menu, or click Next from the last page of the District Data Form.
  2. The District Threshold Calculator shows excess cost thresholds for the district. DBOs can reference these thresholds as they monitor district spending through the school year. However, these thresholds are displayed for informational purposes only, as MDE OSE will only conduct compliance testing at the aggregate ISD level.
  3. Click Submit to ISD. An ISD business official will review the work and either accept the submission or return it for modifications. DBOs will receive a notification when it is accepted or returned.
district threshold calculator
  1. When all member district data is accepted, the ISDBO will submit the ISD aggregate thresholds to MDE.
Next Steps: Excess cost compliance testing for the 2019-20 school year will take place in the fall of 2020. Compliance testing for excess cost will be conducted at the ISD aggregate level.