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This resource is intended for ISD business officials and will demonstrate how to access a variety of Finance related reports in Catamaran.

Resource: District Business Official Contact List

Use this on-demand report to access a full contact list for District Business Officials in your ISD. The report shows the district name, DCODE, and contact information for the assigned person.

  1. Access the report from the Reports dropdown menu item under your user name.
Access the report from the Reports dropdown menu item under your user name.
  1. Click on the report title, District Business Officials, to see a full list of these individuals in your ISD
2. Click on the report title, District Business Officials, to see a full list of these individuals in your ISD
2. Click on the report title, District Business Officials, to see a full list of these individuals in your ISD
  1. Click on the report title, District Business Officials, to see a full list of these individuals in your ISD

Report: Maintenance of Effort (MOE) Eligibility Data by District

Use this on-demand report to access the SE-4096, SE-4094, and data submitted to the ISD for the Eligibility Year and the data from the Comparison Year. The report is organized by DCODE/district name.

  1. Access the report from the Reports dropdown menu item under your user name.
Access the report from the Reports dropdown menu item under your user name.
  1. Click on the report title, MOE Eligibility Data by District, to see a summary of each district MOE Eligibility information.
Click on the report title, MOE Eligibility Data by District, to see a summary of each district MOE Eligibility information.
Click on the report title, MOE Eligibility Data by District, to see a summary of each district MOE Eligibility information.

Report: Multi-year Maintenance of Effort (MOE) Compliance Summary

Access the Multi-Year MOE Compliance Summary from the Compliance Test Menu. Review the summary for additional context about your ISD’s historical performance with the MOE Compliance tests.

multi-year MOE compliance summary

Report: Multi-year Maintenance of Effort (MOE) Compliance Detailed Report

  1. Access the Multi-year Detailed Report from the Reports item on the dropdown menu by your name in the upper right-hand corner.
Access the report from the Reports dropdown menu item under your user name.
  1. Choose the Multi-year Detailed Report link.
Reports menu with Multi-year Detailed Report link highlighted
  1. Use the dropdown menu to choose your ISD and click Go.
7. Use the dropdown menu to choose your ISD and click Go.
  1. Review your multi-year detailed report. Click on the plus sign buttons to expand each year for additional detail.
federal idea part b funds maintenance of fiscal effort compliance
Note: To print all years, first expand each year’s information on the screen by clicking on the plus sign next to the line. Your view on the screen is what will print.

Report: Maintenance of Effort (MOE) Compliance District Data Report

  1. Access the District Data Report from the Reports item on the dropdown menu by your name in the upper right-hand corner.
Access the report from the Reports dropdown menu item under your user name.
  1. Choose the District Data Report link.
screenshot of the reports page menu with moe compliance district data report link selected
  1. Use the dropdown menu to either select a specific district to view or leave the district field blank to view all member districts. Click Go to run the report.
screenshot of moe compliance district data report dropdown menu
  1. Review the individual district data as needed.
moe district data report screenshot displaying table and data
  1. You may prefer to export to Excel to review the data further. To do so, click on the Save button inside the report and choose the Excel option. the Excel file will download.
  2. In Excel, delete Rows 1-3 at the top and the blank first column. Then filter and sort as desired.
click on the Save button inside the report and choose the Excel option. the Excel file will download.
Note: Each year, the new testing year data will be added to this report.

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.