There were many updates and improvements to the Funding Manual last year. If you are a home educator that notified with an associate board or associate private (Independent) school, let's make sure that everyone is on the same page to enhance good communication! Here is a summary for reference and where the points are directly addressed in the Funding Manual, Sections C pages 30-31 for associate boards or D pages 59-60 for associate private schools. You can reach out to AHEA if you need any further support.

1.   The parent directed side of the Home Education Grant is exactly $850 - no more and no less. This is tied to the Education Plan receipts that you submit for a refund. (Read this for more details on the Standards for Reimbursement.)

2.   You have two years to use your funds, and this is now mandatory everywhere. It goes without saying that the oldest funds should always be used up first in your records, giving you the most opportunity to utilize funds. This allows for families to plan for a more expensive item that qualifies for reimbursement under the Funding Guide.

(6) An associate board or associate accredited funded private school must offer to the parents of a home education student 50 per cent of the home education funding for the purchase of instructional materials. An associate board or associate accredited funded private school may not reimburse parents of a home education student, whether in a shared responsibility program or not, more than 50 per cent of the home education funding, the reimbursement amount may not exceed $850 per year. Parents have up to two years to access the parental portion of home education funding.

(14) School authorities are not permitted to provide funding, whether by reimbursement, purchase order or direct procurement, to students or families in cases where a student is enrolled in an online or regular school program.

3.   You should receive a 100% refund of your current year's $850 grant portion if you submitted receipts for 75% or more.

1.6 – Home Education and Shared Responsibility Grant
The Home Education Grant supports educational choice for students and parents. For each home education student, the school authority is provided 50 per cent of the funding to support the home education student, and 50 per cent of the funding is provided to the parent and/or guardian as reimbursement for instructional materials and services that support the instructional program at home. Furthermore, parents who submit receipts for at least 75% of eligible expenses will receive the entire $850.00.

4.   If the parent-directed side of the grant remains unused, the Department of Education will claw it back at the end of that time.

(8) If parents decline or do not claim the parent portion of Home Education funding, Alberta Education will recover the unclaimed/declined portion, the year following the previous two year period.

5.   Home education families have the option to donate some or all of their funding to their associate board or associate private (Independent) school if they wish.

(7) Parents will be allowed to transfer some or all of the parental portion of the home education funding to the associate school authority for education supports should they choose to. If parents decide to transfer their funding, they will be required to sign a Parent Declaration Form to facilitate this transfer: (https://www.alberta.ca/assets/documents/edc-home-education-funding-transfer-of-parent-portion-declaration-form.pdf.)

If you have chosen to avail yourself of the Notification Only option for home educators that was offered as of September 2021, you will have No Funding to worry about tracking!

It is so helpful when we work together to keep the funding side of home education functioning in a clean and clear manner.  A big 'Thank You' to all the staff who work so hard with our families to keep things straight and their reimbursements timely. It's great when this topic makes 'cents' to us all!

There have been changes to the funding manual this year that have clarified payments from associate boards to parents. Please exercise caution and carefully inquire with whatever associate board you are notifying with if you hear differently. There should not be more than the $850 issued to you as a home educator when you do 100% of the work, and in a shared responsibility situation it will be even less.

Ambiguity about the clarity of the amount will not be allowed. The full and maximum amount of $850 is the parent's to use within the Standards of Reimbursements and your program plan. There is the NEW ability for parents to subsidize their board and sign over some or all of your funds from your $850 portion of the grant for educational supports only. Your signature on a Parent Declaration Form will be required for these transactions to be authorized.

NEW THIS YEAR - Look for the new allowed 100% allowance on lessons and tangible assets! Also 75% receipts = full refund of your grant (no more worrying about yard or secondhand sale purchases receipts being acceptable if they are only 25% of your purchases per child.)

AHEA is working for YOU!!

D1.6 of the 20/21 Funding Manual*

6. An associate board or associate accredited funded private school must offer to the parents of a home education student no less than 50 per cent of the home education funding for the purchase of instructional materials. Parents have up to two years to access the parental portion of home education funding.

13. Reimbursements to parents of students in a Home Education or Shared Responsibility program, may not exceed $850.00 in value per year and are subject to the same reimbursement interpretations as the Standards for Home Education Reimbursement, whether they are reimbursements, ordered by purchase order or directly procured by school or district. 

*AHEA continues to work with the Education Minister, her Office and her Dept. Further revisions are forthcoming as the language continues to be tweaked to ensure everyone understands the guidelines.

                                           AHEA – Working for You!

AHEA is very pleased to announce that the updated version of the Alberta Education Funding Manual for the 2020/21 school year released on June 18^th, 2020 contains many of the great improvements for home educators which we have been busy advocating for. Considering where the discussion started, which was that home education would be included in the weighted moving average policies like school based model funding, we have come a long way. Home education funding, therefore, has managed to successfully maintain many of the necessary considerations for our unique model, and has changes in several areas.

The following are basically quoted from the guide itself, with comments by AHEA's Government Liaison italicized, if given. Some of the information is repeated for your information and clarity in general.

• September 30^th enrollment deadline for home education.
• Must reside in Alberta on the September count date of the current school year.
• 50% of the funding grant is available directly to parents/guardians as reimbursement for instructional materials and services that support the instructional program at home.
• Education plans must be consistent with the learning outcomes… in the Alberta Program of Study or stated in the schedule attached to the Home Education Regulations. Further information will be provided in the coming weeks after the Home Education Regulations are updated, pending the passing of Bill 15 and the clarification on a new option for Notification Only, No Funding (NONF). Currently you can wait or register under any option available, and feel free to move before the Sept. 30^th cutoff date.
• The associate board (that you notify with) must provide the resident board information through PASI and Student records. This is not new, but all home educators should know that their student information and funding is processed this way, without exception.
• An associate board or associate accredited funded private school must offer to the parents of a home educated student no less than 50% of the home education funding for the purchase of instructional materials.
  
  

• Parents who submit receipts for at least 75% of eligible expenses will receive the entire $850.00. This will allow purchases between people, garage sales, etc. to focus more on the purchase than the paperwork. Just note that it will not be allowed if you don't provide the first 75% of documented receipts.
• The Standards for Home Education Reimbursement have been updated and are good for you to reference while planning for next year. You should note that items need to be necessary for and related to your student's program (this is important to qualify for the funding) and paid for and supported by invoices. You may reference them anytime, but important to note now are the following items which have been made 100% eligible. (Keep in mind the note about regarding 75% back up provided and 25% backup note required IF the 75% is documented.)
  • Lessons – including, but not limited to, music, swimming and language…
  • Tangible assets – e.g. cameras, telescopes, musical instruments, physical education equipment, sewing machines.
• Parents have up to two years to access the parental portion of home education funding. Parents are guaranteed the option of rolling over their funding by the government, not their associate board. This should not be seen as an allowance but as a right you are entitled to everywhere you may choose to register without exception.
• Parents will be allowed to transfer some or all of the parental portion of the home education funding (your $850) to the associate school authority for education supports should they choose to. If parents decide to transfer their funding, they will be required to sign a Parent Declaration Form to facilitate this transfer. This option allows you to allocate your funding to an associate board instead of having unused funds return to AB Education. Some may choose to easy the tax payer burden. Others may wish to support an associate board, which will be limited in their use of the funds to educational supports, not general or discretionary use. This is important for us all, as we desire clear accountability to parents and the government for funding usage, critical in the reputation of our home education model.
• If parents decline or do not claim the parent portion of the Home Education funding, Alberta Education will recover the unclaimed/declined portion, the year following the previous two year period. You don't have to worry about this, as your associate board will handle the paperwork based on your choice and submissions. Do be aware, however, that the carry-forward allotment should always be considered 'used first' by your associate board, so that you have the maximum flexibility and use of your funds.
  
  

• Home education / Shared Responsibility students are not eligible for severe disabilities funding. We continue to work on special needs funding as an item that should be dealt with apart from their educational model choice. Students should not be discriminated against because of their preference.
  
  

This is a significant clarification by Alberta Education. Many people considering home education, and weighing the choice of parent directed versus teacher directed, have looked at funding differences as a deciding factor. The clarification by the government that NO additional funding be provided by ANY method, was necessary and closes a loophole that had been abused. Any additional funds that a shared responsibility program receives are to be used to pay for the teacher portion only. Parents are not eligible for extra perks – so getting them should make us stop and look harder, not away.

• Students that are coded as shared responsibility students and meet the program requirement outlined in The Guide to Education will be funded at the shared responsibility rate. Shared responsibility programs receive additional funding to address instructional costs.
• In order to qualify for shared responsibility funding, at least 20 percent of the program must be delivered by the school authority, up to a maximum of 80 percent, and be teacher-directed. Below this range, the student should be enrolled as a regular home education student. Above this range, the student should be enrolled as a regular/online student, with the school authority responsible for 100 percent of the program and the parents not eligible for any home education funding.
• School authorities that provide shared responsibility program may use some or all of the parents' 50 per cent funding, only with parent's signed agreement, to pay for the cost of these courses and required instructional materials.
• Reimbursements to parents of students in a Home Education or Shared Responsibility program, may not exceed $850.00 in value per year and are subject to the same reimbursement interpretations as the Standards for Home Education Reimbursement, whether they are reimbursements, ordered by purchase order or directly procured by school or district. Note the lack of exception for payments by another means. Going around direct funding for you as the parents is no longer a loophole to be exploited.
  
  

This is critical to understand, given the recent impact on choices to educate at home. Online school is not the same as home education. There should be no funds provided to the families when the teacher directed program is the model chosen. There should be no exceptions. 

• School authorities are not permitted to provide funding, whether by reimbursement, purchase order or direct procurement, to students or families in cases where a student is enrolled in an online or regular school program.
  
  
  

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Overall, the clarification for home educators in all matters of funding is not only necessary to understand, but critical to ensure that proper stewardship is maintained by everyone. AHEA families would be wise to seek to ensure that there are not instances of exceptions to these guidelines, as that reflects badly on our community, deteriorating trust internally and externally. Help us help you!

AHEA is pleased with the efforts of Education Minister LaGrange and her office to listen well to the comments and the concerns presented. If you have suggestions or recommendations for changes you'd like to see advocated for, you should approach AHEA directly for us to be able to respond appropriately and through the proper channels. We have witnessed and see before us the results of good advocacy and listening by an Education department who wished to ensure parental choice in the system based on respect for all the models under its care. Home education is a valid and valuable choice that all Albertans can and should consider when making education choices for their children.  

  Done!!

1.  Notification Only – No Funding. The expansion of home education notification to include this option for parents is especially gratifying after all the years that home educators have asked AHEA to advocate for it. The opportunity to press in on this issue with the introduction of the Choice in Education Act was fully utilized. We made a case for the validity of the choice, trusting parents, and the fiscal savings.
   • How it will work – Parents will provide a Notification form directly to the Minister, understanding that in doing so they forfeit the claim to the $850 grant they would be entitled to if they would have notified with an associate board. They have initially said that parents will need to send in an Education Plan annually, for information only, with no further review or supports provided to them, but we continue to work on this portion. This will be effective for the 2020/21 school year. More details will follow, but you can read the Minister's official news release here.
2. Reduction of Receipts Required For Refund of Parental Grant. Parents will be required to submit receipts that equal only 75% of their grant of $850 in order to receive all of it. This will allow parents to stop worrying about purchases at a garage sale or from a friend. You must submit $637.50 worth of receipts before the deadline in order to qualify for the entire grant.
3. Receipts Can Be Dated Up To August 31st. Parents can claim purchases up to this cutoff date for the 2020/21 school year. This standardized date should help all parents have equal access to their funding and not be driven by individual associate board policies. This is the same for everyone no matter who you are with if you are under the home education regulations.
4. Funds Left Unspent Will Be Clawed Back. Any funding that you as a parent do not spend will be returned for Alberta Education to use these savings in another way. There will be no ability to 'donate or leave funds' with the associate board you notified with. Parents will either receive all of their part of the $850 grant or a portion. Any unspent portion will be returned to AB Education at the end of the year, after the August 31^st receipt deadline. This eliminates associate boards pooling the parent portion of unused funds for any other purpose.
5. The Final Count Deadline. We are pleased that this date will remain the same for the home education community, although not for other educational models. This means that you can notify as a home educator until September 30th, as usual.

TO-DO LIST! 

1. Multi-Year Claims – Currently home educators have generally experienced the ability to roll-over their funds to the following year if not fully utilized by advising their associate board, who they have notified with. At this time the changes to the funding manual by the department have reduced our spending time to a single year. We have highlighted this for the Minister's reconsideration, as we had asked for three years to allow for budgeting for larger items.
2. Standards of Reimbursement – This is currently under discussion, as it has been an ongoing concern of AHEA members. We have highlighted this for the Minister's consideration after discussing it with the department and hope to see some movement on the guidelines that are unnecessarily concerned with percentages being broken down for the small amount of funding available to home education families.
3. Funding for Special Needs Students Who Choose to Home Educate – We find it grievous that the special needs student who is home educated is deprived of all taxpayer funding dollars that are available if they were in a different educational model. We have been bringing this up in multiple meetings with the department and the Minister, advocating for a funding solution to be found. Parents, who are home educating because they feel it is the best environment for their child, and are taxpayers too, should not be lacking all real forms of support and services, as is currently the case. Efforts will continue in this vein until we are heard and some form of initial progress for this vulnerable segment of our community has been reached. We remain hopeful that the intent is not to take away from these children and their families but that there has not been sufficient effort in finding a way to make it happen. This is doable, and we will not give up in reaching an understanding with Alberta Education on these student's behalf.
4. A Healthy Competitive Environment for Parents to Choose From – AHEA's job is to advocate for our membership and advance the cause of home education in Alberta. While AHEA clearly cannot be representing the interests of associate boards, since our parents are required to notify with them, it is in our interests to help ensure that a market driven equality exists. Parents should have the ability to see plainly their available funding dollars and the financial policy for whatever model they choose publicly stated and be able to focus more on the services, relationship and a good fit being offered by any associate board they are considering. Financial information shouldn't be a mystery.

The shift to a weighted moving average for the other educational models (which we negotiated out of this year) have meant that associate boards are experiencing a rather big shift in how they can manage their administrative and operating costs. AHEA has no role to play in how their finances play out, except to have made this apparent to AB Education - without an even playing field, as home education relates to the shared responsibility (blended) model, access to home education could be reduced if the associate boards cannot survive or thrive. How you are coded matters! Shared responsibility can be a confusing model for parents to consider and navigate as the funding seems to shift situationally and the teaching responsibility between parents and teachers can lack transparency. This grey area has been manipulated in the past and we are supporting efforts to bring clarity to the situation for the sake of parents, who need to have information plainly stated to make a good and fair decision. Boards that incentivize parents to leave home education, because of the promise of additional dollars for their child, will themselves plan on collecting on a substantially greater amount. Therefore parents should make sure that the parental responsibility and funding dollars correctly applying to them is abundantly clear. The health of the home education model, and its supports, lies with parents who understand the difference.

Ongoing advocacy is the year-round work of AHEA that parents may not always be aware of. The results of this continuous work can result in a peaceful experience for the home educator who has no idea of the bullets dodged, or can be the means by which a battle-cry is sounded to preserve this unique and amazing opportunity for our children and families. Either way, your vested interest in staying informed, and supporting this work, makes your life choice possible!