EFA weekly email

Happy Thursday! Here is your weekly EFA program update:

 

Documentation requirements

In order for a submission in ClassWallet to be approved, certain information must be present on the documentation.

Receipts submitted for reimbursement must include:

  1. Vendor's name

  2. Student's name (required for services only)

  3. A clear name/description of the expense being paid for

  4. Itemized and total prices

  5. Confirmation of payment (payment method, amount paid, etc.)

  6. Date of payment

Invoices submitted for direct pay must include:

  1. Vendor's name

  2. Student's name (required for services only)

  3. A clear name/description of the expense being paid for

  4. Itemized and total prices

Some situations may require additional documentation, for example pictures showing the curriculum a particular expense is supporting, but every reimbursement and direct pay submission must include the items listed above.

New Eligibility Guidance

We recently emailed out new documents with eligibility guidelines, and some of you have been asking us to resend those links.

The EFA Nonqualifying Expense List contains a list of items that are not eligible in the EFA Program. The EFA Program Price Guidance sheet provides guidelines for EFA expense prices. The items on this list still require educational justification. For example, a student wanting to purchase a guitar would still need to demonstrate that they are taking guitar lessons, even if the guitar met the pricing guideline. If your student needs an item that is above the prices on this list, you would need to submit a pre-approval request for it to be considered.

Current queue dates

We are currently reviewing submissions from the following dates:

·  Reimbursement - 8/16

·  Direct Pay - 8/15

·  Marketplace - 8/20

·  Payment Requests - 8/14

·  Pre-approvals - 8/10

We are always happy to be serving you! Have a great rest of your week!

Best,

The EFA Team

Helpful Links

Ann Snelson

Mom of 8! Photographer, Seamstress, designer, jack of all trades!

http://www.annsnelson.com
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