This how-to document is intended for ISD business officials (ISDBOs) and explains how to complete the Maintenance of Effort (MOE) Compliance activity in Catamaran.

Access the MOE Compliance Test

  1. Log in to Catamaran using your username and password.
  2. Locate the MOE Compliance activity on your Tasks Overview.
  3. Click on the Activity link.
tasks overview

View Your MOE Compliance Test Results

  1. Access and view the MOE Compliance Test Results.
moe compliance menu

ISDs will find themselves in one of three different situations. Outlined below are the three situations and the steps ISD business officials must take for each.

Situation 1: Met All Thresholds

The ISD has met the thresholds for all four methods and passed the MOE Compliance Test. The ISD is not eligible to save or submit exceptions.

  1. Review the results and click Acknowledge Final Results.
moe compliance test results
  1. View the Results Letter, now available on the Compliance Test Menu, for additional details.
Note: This letter will also be emailed to the ISD business official, ISD director, and ISD superintendent.

Situation 2: Met Some Thresholds

The ISD has met the threshold for some of the methods and has passed the MOE Compliance Test. ISDs may enter exceptions to be considered in future years (this is optional; MDE will not review exceptions for this year since the ISD has already passed the test using at least one method).

  1. Review the results.
moe compliance menu
  1. If ISDs in this situation plan to enter exceptions, they must do so before acknowledging final results. To enter exceptions, return to the menu and click View/Manage Exceptions.
Note: Please see the following section for details on entering exceptions.
  1. Click Acknowledge Final Results.
moe compliance test results
  1. View the Results Letter, now available on the Compliance Test Menu, for additional details.
Note: This letter will also be emailed to the ISD Business Official, Director, and Superintendent.

Situation 3: Met No Thresholds

The ISD has not met the thresholds for any method and has not passed the MOE Compliance Test. The ISD must enter exceptions and submit them to MDE for approval.

  1. Review the results and click Acknowledge Initial Results.
moe compliance test results
  1. Return to the MOE Compliance Test Menu to view the Results Letter.
Note: This letter will also be emailed to the ISD Business Official, Director, and Superintendent.
  1. Enter exceptions.
Note: See Enter Exceptions as Needed in the following section for additional information about submitting exceptions.

Repayment May Be Required

If, after submitting all possible exceptions, the ISD still has not met any of the thresholds for MOE Compliance, the ISD will be required to repay funds to the MDE-OSE.

  1. Return to the MOE Compliance Test Results and select the Enter Repayment Status button to acknowledge that your ISD is initiating the repayment process with the MDE-OSE. Then, the MDE-OSE will acknowledge the repayment request and issue a repayment letter and invoice in Catamaran.
  2. Find your activity (and letter and invoice) under your Finance Tasks Overview page.
finance tasks overview
Note: Look for repayment directions in the letter and invoice. Repayment will take place outside Catamaran.

Enter Exceptions as Needed

Only ISDs that have not met any thresholds are required to enter and submit exceptions. ISDs that have met some thresholds may choose to enter exceptions for consideration in future years, but they are not required to do so, and any exceptions saved by ISDs in this situation will not be reviewed this year.

  1. Click View/Manage Exceptions from the Compliance Test Menu.
  2. Choose the year(s) for which you want to enter exceptions.
  3. Click Save to proceed.
exception year selection
Note: ISDs may not submit exceptions for any year in which the ISD met the thresholds for all four methods or any year prior to that. Only the years for which the ISD is eligible to submit exceptions are available on the Exception Year Selection form.
  1. Exceptions are grouped into sections by type. To open a section, click the exception type you wish to enter/edit, and enter exception data in the table.
2018-2019 exceptions
  1. Upload supporting documentation as needed by clicking the Browse button.
  2. Save your work by clicking the Save button at the top of the screen.
Note: Exception (b) will be automatically applied if applicable to your ISD. This is calculated based on student headcount numbers.

Submit Exceptions When Complete

  1. Submit the exceptions form when you have entered all exceptions by clicking the Submit to MDE.
Note: If you have entered exceptions for multiple years, clicking Submit to MDE will submit all exceptions completed for all years.
  1. The MDE-OSE will review exceptions and approve or deny them. When the MDE’s review is complete, ISD business officials will be notified via email.
  2. Return to the MOE Compliance Test Results to review the recalculated results. See above sections if the ISD has met one or more thresholds.
  3. ISDs may re-enter exceptions if needed by following the same process once MDE-OSE completes their review.

Need Assistance?

If you need assistance understanding how to navigate Catamaran, please contact the Catamaran Help Desk at 877-474-9023 or help@catamaran.partners.