Integrated Monitoring
Contact: Heather Cox, Section Chief for Integrated Monitoring
Integrated Monitoring
Integrated Monitoring is a comprehensive approach that combines Fiscal Monitoring and Program Monitoring to ensure that Exceptional Children (EC) services are both compliant with regulations and effectively supporting student outcomes. This approach provides a holistic review of how federal and state funds are used (Fiscal Monitoring) while also assessing the quality and implementation of special education programs (Program Monitoring).
Continuous Improvement and Focused Monitoring System (CIFMS)
Purpose: The Individuals with Disabilities Education Improvement Act (IDEA) and Article Nine of North Carolina state law require that the Department of Public Instruction monitor public school units (PSUs) on a regular basis to ensure compliance with state and federal laws, rules and regulations that govern the provision of special education and related services to children with disabilities. The purpose of this monitoring is to focus federal, state, and local resources on improved results for children with disabilities.
The Office of Exceptional Children is responsible for conducting all monitoring activities through the Continuous Improvement and Focused Monitoring System (CIFMS). Activities include:
- Program Compliance Reviews
- Targeted On-Site Monitoring
- Focused Monitoring
- PSU Program Assessments
Resources
- PCR PSU Prep Tool (revised 2023-2024)
- PCR Student Profile Tool
- PCR Report Template (revised 2023-2024)
- PCR Student Record Protocol (revised 2023-2024)
- PCR Sample Form-Service Verification Observation Schedule 1
- PCR Sample Form-Service Verification Observation Schedule 2
- PCR Sample Form-Service Verification Tool 1
- PCR Sample Form-Service Verification Tool 2
- 2023-2024 PCR Cycle
Monitoring Consultants are divided regionally. For regions with high concentrations of PSUs, the monitoring consultants have divided the PSUs equitably with a lead monitor identified to ensure timely technical assistance. Monitoring consultants are available to:
- trouble-shoot compliance questions
- assist with the documentation of supports and services in IEPs
- help prepare for on-site visits
- offer technical assistance for compliance indicators.
Fiscal Monitoring
Fiscal Monitoring services involves reviewing and ensuring that federal and state funds allocated for special education are used appropriately, effectively, and in compliance with legal and regulatory requirements. This process includes verifying expenditures, tracking budgets, assessing compliance with funding guidelines (such as IDEA Part B requirements), and ensuring that funds support eligible students and services. The goal is to promote financial accountability, prevent misuse of funds, and ensure that resources are used to enhance educational outcomes for students with disabilities.
Charter School Training
Maintenance of Effort (MOE)
This content is currently under revision.
2020-2021 Site Review Support Documents
Excess Cost Documents
Documentation Forms
IDEA Monitoring Schedules
2024/2025 IDEA Integrated Monitoring Cycle Year 1
70A – Northeast Academy of Aerospace & AdvTech
94Z – NERSBA – Early College
74C – Winterville Charter Academy
100 – Brunswick County Schools
65C – Classical Charter Schools of Wilmington
10B – Classical Charter Schools of Southport
16B – Tiller School
96F – Wayne Preparatory
65B – Wilmington Preparatory Academy
43C – Anderson Creek Academy
32S – KIPP Durham College Preparatory
00B – NC Virtual Academy
00A – North Carolina Cyber Academy
32Q – Reaching All Minds Academy
32N – Research Triangle High School
68C – The Expedition School
92Y – Envision Science Academy
92U – Longleaf School of the Arts
51A – Neuse Charter School
33A – North East Carolina Preparatory School
39B – Oxford Preparatory School
92M – PreEminent Charter School
92B – The Exploris School
92T – Triangle Math and Science Academy
620 – Montgomery County Schools
770 – Richmond County Schools
63B – Sandhills Theatre Arts Renaissance
63A – The Academy of Moore
26C – The Capital Encore Academy
010 – Alamance-Burlington Schools
79C – Legacy Classical Academy
34H – NC Leadership Charter Academy
41K – Piedmont Classical High School
850 – Stokes County Schools
41J – Summerfield Charter Academy
76A – Uwharrie Charter Academy
13C – A.C.E. Academy
61J – Lakeside Charter Academy
60Y – Pioneer Springs Community School
61L – Stewart Creek High School
61N – The Math and Science Academy of Charlotte
60S – Bradford Preparatory School
61M – Charlotte Lab School
230 – Cleveland County Schools
840 – Stanly County Schools
61K – United Community School
2025/2026 IDEA Integrated Monitoring Cycle Year 2
66A – KIPP Gaston College Preparatory
42A – KIPP Halifax College Preparatory
660 – Northhampton County Schools
422 – Weldon City Schools
65F – American Leadership Academy – Coastal
69A – Arapahoe Charter School
65G – Girls Leadership Academy of Wilmington
400 – Greene County Schools
710 – Pender County Schools
96G – Wayne STEM Academy
190.- Chatham County Schools
68A – Eno River Academy
32R – Excelsior Classical Academy
32A – Maureen Joy Charter
680 – Orange County Schools
910 – Vance County Schools
298 – Deaf and Blind Schools
92W – Cardinal Charter
92L – Central Wake Charter High School
510 – Johnston County Public Schools
92N – Quest Academy
93J – RISE Southeast Raleigh Charter School
930 – Warren County Schools
260 – Cumberland County Schools
470 – Hoke County Schools
630 – Moore County
241 – Whiteville City Schools
170 – Caswell County Schools
34F – Forsyth Academy
41L – Gate City Charter Academy
760 – Randolph County School System
790 – Rockingham County Schools
49B – American Renaissance School
62M – Bonnie Cone Leadership Academy
130 – Cabarrus County Schools
13D – Concord Lake STEAM Academy
49G – Iredell Charter Academy
61Q – Mallard Creek STEAM Academy
62N – Aspire Trade School
360 – Gaston County Schools
55A – Lincoln Charter School
550 – Lincoln County Schools
61R – Matthews Charter Academy
62R – Movement School Northwest
90B – Union Day School
90C – Union Preparatory Academy at Indian Trail
020 – Alexander County Schools
060 – Avery County Schools
140 – Caldwell County Schools
180 – Catawba County Schools
380 – Graham County Schools
450 – Henderson County Schools
560 – Macon County Schools
750 – Polk County Schools
810 – Rutherford County Schools
870 – Swain County Schools
87A – Mountain Discovery Charter School
44A – Shining Rock Classical Academy: CFA
Indicator 13 Post Secondary Transition Monitoring School Year 2025-2026
| PSU Number | PSU Name |
|---|---|
| 66A | KIPP Gaston College Preparatory |
| 660 | Northampton County Schools |
| 422 | Weldon City Schools |
| PSU Number | PSU Name |
|---|---|
| 65F | American Leadership Academy-Coastal |
| 69A | Arapahoe Charter School |
| 65G | Girls Leadership Academy of Wilmington |
| 400 | Greene County Schools |
| 710 | Pender County Schools |
| PSU Number | PSU Name |
|---|---|
| 93L | Central Wake Charter High School |
| 190 | Chatham County Schools |
| 298 | Deaf and Blind Schools |
| 68A | Eno River Academy |
| 32R | Excelsior Classical Academy |
| 510 | Johnston County Public Schools |
| 32A | Maureen Joy Charter |
| 680 | Orange County Schools |
| 910 | Vance County Schools |
| 930 | Warren County Schools |
| PSU Number | PSU Name |
|---|---|
| 260 | Cumberland County Schools |
| 470 | Hoke County Schools |
| 630 | Moore County Schools |
| 241 | Whiteville City Schools |
| PSU Number | PSU Name |
|---|---|
| 170 | Caswell County Schools |
| 34F | Forsyth Academy |
| 41L | Gate City Charter Academy |
| 760 | Randolph County School System |
| 790 | Rockingham County Schools |
| 340 | Winston Salem / Forsyth County Schools |
| PSU Number | PSU Name |
|---|---|
| 62N | Aspire Trade High School |
| 62M | Bonnie Cone Leadership Academy |
| 130 | Cabarrus County Schools |
| 360 | Gaston County Schools |
| 55A | Lincoln Charter School |
| 550 | Lincoln County Schools |
| 90B | Union Day School |
| 90C | Union Preparatory Academy at Indian Trail |
| PSU Number | PSU Name |
|---|---|
| 20 | Alexander County Schools |
| 60 | Avery County Schools |
| 140 | Caldwell County Schools |
| 180 | Catawba County Schools |
| PSU Number | PSU Name |
|---|---|
| 380 | Graham County Schools |
| 450 | Henderson County Schools |
| 560 | Macon County Schools |
| 750 | Polk County Schools |
| 44A | Shining Rock Classical Academy: CFA |
| 870 | Swain County Schools |
Indicator 13 Post Secondary Transition Monitoring School Year 2026-2027
| PSU Number | PSU Name |
|---|---|
| 70 | Beaufort County Schools |
| 720 | Perquimans County Schools |
| 740 | Pitt County Schools |
| 890 | Tyrrell County Schools |
| PSU Number | PSU Name |
|---|---|
| 160 | Carteret County Public Schools |
| 250 | Craven County Schools |
| 540 | Lenoir County Public Schools |
| 670 | Onslow County Schools |
| PSU Number | PSU Name |
|---|---|
| 640 | Nash County Public Schools |
| 730 | Person County Schools |
| 92K | Raleigh Charter High School |
| 91A | Vance Charter School |
| 32L | Voyager Academy |
| 92V | Wake Forest Charter Academy |
| 980 | Wilson County Schools |
| 98B | Wilson Preparatory Academy |
| 19B | Woods Charter School |
| 35B | Youngsville Academy |
| PSU Number | PSU Name |
|---|---|
| 821 | Clinton City Schools |
| 820 | Sampson County Schools |
| 830 | Scotland County Schools |
| PSU Number | PSU Name |
|---|---|
| 01C | Clover Garden |
| 290 | Davidson County Schools |
| 861 | Elkin City Schools |
| 410 | Guilford County Schools |
| 01B | River Mill Academy |
| 860 | Surry County Schools |
| PSU Number | PSU Name |
|---|---|
| 60K | Charlotte Secondary School |
| 600 | Charlotte-Mecklenburg Schools |
| 60U | Commonwealth High School |
| 84B | Gray Stone Day School |
| 491 | Mooresville Graded School District |
| 60G | Queen's Grant Community School |
| 60J | Socrates Academy |
| 60B | Sugar Creek Charter |
| 90A | Union Academy Charter School |
| 900 | Union County Public Schools |
| PSU Number | PSU Name |
|---|---|
| 50 | Ashe County Schools |
| 590 | McDowell County Schools |
| PSU Number | PSU Name |
|---|---|
| 45B | FernLeaf Community Charter School |
| 11C | Invest Collegiate - Imagine |
| 570 | Madison County Schools |
| 810 | Rutherford County Schools |
| 81A | Thomas Jefferson Classical Academy |