Frequently Asked Questions
Education Allowances
(See FAQ
#9 for SNEA rate changes effective 11/20/2022)
* * * * *
Education Allowance reimbursement reminder: Suspension and Debarment specifically
prohibits excluded parties from soliciting, conducting, or participating in
business with the Federal Government. Similarly,
the Federal Government shall not enter into, renew, or extend award for any procurement
or covered transactions. Education
Allowances are considered covered transactions under 2 C.F.R. 180 ("The Non-procurement
Common Rule"). Therefore, payments
may not be made directly or indirectly by Agencies to listed parties. To ensure that you receive reimbursement for allowable
Education Allowances check SAM.gov before acquiring services from an
educational vendor to make sure they are not excluded from receiving Federal
funds.
* * * * *
1a. Q: When is an employee eligible to receive education
allowances for their school age dependents?
A: After the employee, or
family member, has arrived at the foreign post of assignment, an application
[Standard Form (SF-1190) and DSSR 960 Education Allowance worksheet] may be
filed including estimates of costs of tuition, books and supplies, required
fees, room and board (if applicable), and transportation for an education
allowance grant on behalf of each eligible child. Payments, therefore, cannot
be processed until the employee, or family member arrives at post. Post
management should review DSSR 273, DSSR 276.5, and DSSR 276.6 for additional guidance.
1b. Q: Can there be a reasonable
stipend, determined by the Office of Allowances, for expendable supplies like
pencils, pens, markers, paper, paint, etc.? These items are sometimes provided
in public schools in the U.S. depending on which U.S. school district you are
comparing to. How are we to know what is reimbursable? Will you
provide a list of what WILL be reimbursed?
A: Allowable expenses for
all educational methods - “At Post” DSSR 277.1c; “Away from Post” DSSR 277.2a;
and “Home Study/Private Instruction/Virtual Schooling” 277.3a(2) – include books
and supplies required by the school for the courses or required
for the curriculum. Emphasis is on
required as opposed to optional which is the employee’s expense. Non-allowable expenses include purchase of
computers or similar devices, printers, electronic devices, and furniture. Post Management should require evidence of books
and supplies required by the school or curriculum.
1c. Q: Why does the Department allege that
art supplies are not reimbursable because public schools do not provide them,
even though this is incorrect and public-school students do not need to bring
paint brushes and sculpting clay to art class?
A: Allowable expenses for all
educational methods - “At Post” DSSR 277.1c; “Away from Post” DSSR 277.2a; and
“Home Study/Private Instruction/Virtual Schooling” 277.3a(2) – include books
and supplies required by the school for the courses or required
for the curriculum. Emphasis is on
required as opposed to optional which is the employee’s expense. Non-allowable expenses include purchase of
computers or similar devices, printers, electronic devices, and furniture. Post Management should require evidence of
books and supplies required by the school or curriculum.
2. Q: My child is applying to multiple schools
at post and all require an application fee. Will I get reimbursed for
the application fees once I arrive at post?
A: Normally only the
application fee charged by the school the child attends will get reimbursed.
The only time an additional application fee may be reimbursed is when the
school the child is expected to be admitted to does not admit the child which
then requires an application fee for another school. For only this
reason, the application fees may be reimbursed for both schools.
3. Q: My child has been accepted to a school at post but they are
requiring us to pay non-refundable one-time fees in order to hold the spot. If
I pay the fees in advance of our arrival, will I get reimbursed?
A: Yes, once you are there,
but, if you do not arrive at post for any reason, an education allowance cannot
be paid. We recommend reaching out to post to see if the school at post can
hold your spot without you paying any fees.
4. Q: When an employee first arrives at a foreign post mid-term
following an assignment in the U.S., must the education allowance be pro-rated
or may the employee draw the full amount published in DSSR 920?
A: DSSR 274.11 states
that an employee normally may be granted for each school year, or fraction
thereof, on behalf of a child in grades K-12, up to the rate indicated in DSSR
920 for their post, grade and educational facility selected (DSSR 271d. or e.);
or in the case of Home Study/Private Instruction/Virtual Schooling the rates
indicated in Section 274.12b; or in the case of a child with special needs, the
special needs education allowance rates indicated in Section 274.12c. This
phrasing allows flexibility if more than a pro-rated amount is required when
the child commences an educational method following the employee’s arrival at
post mid-term.
Under
normal circumstances, the reimbursement for education allowance is calculated on
the date the employee, or family member(s), arrives at post. There are,
however, two exceptions to this rule: (1) Under certain circumstances boarding
school reimbursement may be made for up to one semester when the employee was
awaiting commencement of an assignment to a foreign post without adequate
schooling (a higher "away from post" education allowance). The
child's attendance from the beginning of the school term must be fairly
attributable to the pending assignment to a foreign area without adequate
schooling. See DSSR 276.7 for a full discussion of limitations and required
documentation. (2) If an employee is delayed by temporary duty prior to arrival
at their foreign post of assignment, DSSR 276.6 allows payment of the
dependent's tuition to cover the period when the employee was in temporary duty
status. Payment can be made only upon the employee's, or family member's,
arrival at the post of assignment.
5. Q: I thought the education allowance would
cover the full costs of my child's tuition. Why am I out-of-pocket for
education expenses?
A: Under 5 USC 5924(4),
Congress authorized the education allowance to assist in meeting, but not
necessarily to fully cover, the education expenses encountered while serving at
a foreign post. The education allowance is intended to cover costs of
educational services normally free of charge in U.S. public schools. The
employee has the freedom of choice to send their children to any school,
whether at-post or away-from-post. This may cause considerable out-of-pocket
expenses when the school of choice is more expensive than the maximum allowance
established for the post.
6. Q: When a new allowance rate is published in DSSR 920
during a school year, must the amounts be pro-rated to reimburse employees at
the higher rate only for expenses incurred after the date the new rate is
effective?
A: No. Grants for a school
year may be made up to the maximum amount authorized in DSSR 920 at any time
during the school year (DSSR 274.23). There should be no loss to employees due
to the delayed processing of the education allowance questionnaire (DS-63).
However, it is important that any reported increases in school fees be
forwarded to the Office of Allowances (A/OPR/ALS), U.S. Department of State in
sufficient time to allow processing prior to the end of the school year.
Increases after the close of the current school year are effective for the next
school year only.
7a. Q: Can an employee receive the full lump sum payment for their
child's education allowance at the beginning of the school year?
A: DSSR 275 states the
following: Education allowances may be paid in advance, either by
lump sum or by installments, only as necessary for the employee to meet
periodic educational expenses or when a monetary advantage, such as a discount,
would accrue to the Government. If a grant payment is made by lump sum to
the employee, the authorizing officer must require proof of school payment
within a reasonable amount of time to certify that school bills were paid at
the beginning of the school year.
7b. Q: Can the authorizing officer make either lump sum or
installment payments of the education allowance directly to the school or
transportation provider on behalf of the employee?
A: DSSR 275 states
the following: The authorizing officer can also make either lump sum or
installment payments of the education allowance directly to the school or
transportation provider on behalf of the employee. If payment is going to be
made in this manner, the following statement and name of the selected school or
transportation provider should be on the current year SF-1190 for each child:
“I hereby authorize the Department of State (or applicable other USG agency) to
make education allowance payments on my behalf. I acknowledge that, if all or
part of any payment of my education allowance that is made directly to the
school or transportation provider is determined by the Department (or
applicable other USG agency) to have been paid erroneously or, in the case of
an advance payment, the requirements for the payment are found to have not been
fulfilled, I [employee name] will be indebted to the Department (or applicable
other USG agency) for that amount.
8. Q: During a school break while attending a boarding school away
from post, may transportation be reimbursed on a cost-constructive basis for a
trip to visit a relative at a location other than the post?
A: Transportation may be
authorized to an alternative point when travel to the post is infeasible as
determined by the authorizing officer. [DSSR 277.2c(1)] Travel may be to the
home of a designated relative, family friend, or to join a parent at any
location not to exceed the cost of travel between the school and the post.
9a. Q: What expenses are allowable for a child with
special needs (DSSR 276.8)?
A: A Special Needs
Education Allowance (SNEA) is available for children who, if residing in the
United States, would fall under Public Law 108-446, the Individuals with
Disabilities Education Improvement Act (IDEIA), or receive services or support
pursuant to Section 504 of the Rehabilitation Act of 1973 (Section 504). Once
eligibility is established by a competent education or medical authority, the
same allowable expenses specified under DSSR 277 apply equally to the child
with special needs unless DSSR 276.8 provides otherwise.
To
ensure eligibility, parents should work closely with the Department of State's
Office of Medical Services Child & Family Programs (MEDCFP@state.gov), whose staff supports the SNEA. MED/CFP
is also available should there be allowance questions specific to individual
family situations. Other agency employees should consult their agency's Medical
Office. Eligible children under IDEIA are covered by this special needs
education allowance from birth to the 21st birthday (but see 276.24 for an
exception); and children under Section 504 are covered for grades Kindergarten
through 12.
Items
allowed must be clearly called for by an established Individual Learning Plan
(ILP) or Individual Family Service Plan (IFSP) or equivalent rather than
recommended by the school or parent as desirable. The post's authorizing
officer may authorize reimbursement for allowable expenses up to the maximum
DSSR 274.12c SNEA At-Post; Home Study/Private Instruction/Virtual Schooling; or
Away-From-Post rate.
Medical
treatment, including psychiatric care, is not an allowable expense under the
allowance. However, periodic diagnostic testing as required by the school at
post or a medical/education authority is allowable. Travel, accompanied by one
family member, to the nearest site away from post where this testing can be
done is also allowable, per DSSR 276.8b.
For
students under the Away-From-Post SNEA when the school at post cannot address
their special needs, travel from the foreign post to the school for a mandatory
interview may be allowed as provided in DSSR 276.8b. Expenses itemized in DSSR
277 are allowable, based on the method of education (At-Post, Home
Study/Private Instruction/Virtual Schooling or Away-From-Post). DSSR 276.8c and
DSSR 960 Education Allowance Worksheet list additional allowable and
non-allowable expenses and services.
In
exceptional circumstances, when costs of services provided for in the ILP/IFSP
exceed the maximum rate, the head of agency or designee (DSSR 040e) may
authorize reimbursement up to an additional fifty percent for allowable
expenses on a post-audit (DSSR 271k) basis, as explained in DSSR 276.81.
Requests for reimbursement for allowable expenses above the additional 50
percent maximum must be submitted to the Director, Office of Allowances, U.S.
Department of State [with clearances from MED/CFP for agencies following the
Foreign Affairs Manual (3 FAM 3280)]. Agencies not governed by the FAM will
have their MED clear their request. A sample template memo is available from
the Department of State’s Office of Allowances (AllowancesO@state.gov).
9b. Q: Why were the DSSR 274.12c SNEA rates amended
effective 11/20/2022 and why was the Foreign Affairs Manual (FAM, Volume 3,
Section 3280) amended effective 11/9/2022?
A: In response to OIG Audit
AUD-FM-20-33 (June 2020) recommendations the Under Secretary of State for
Management (M) approved amendments to the government-wide DSSR 274.12c
SNEA rates and to agency-implementing SNEA policy at 3 FAM 3280 applicable to
Foreign Affairs Agencies’ employees. The DSSR revisions to the SNEA rates
methodology accurately capture the average actual costs, allowing posts and
Bureaus to budget accordingly. The FAM revisions detail the SNEA
application timelines, documentation requirements, eligible services and
appeals process. See 22 STATE 123532 dated 11/14/2022.
9c. Q: What are the DSSR 274.12c SNEA rates effective
11/20/2022?
A: SNEA At Post: SNEA students attending a school at the employee’s post
will be eligible for that post’s DSSR 920 At-Post Education Allowance rate for
the student’s grade level.
SNEA Home Study/Private Instruction/Virtual Schooling (HS/PI/VS): SNEA students under HS/PI/VS will follow
the published HS/PI/VS allowance rate of up to $10,500 each school year
for HS/PI/VS in grades K-6 and up to $21,500 in grades 7-12; however, if
the local school/grade at post is adequate (DSSR 271b and 272.2) (both DSSR 920
At-Post and Away-From-Post Education Allowance rates are the same),
reimbursement is limited to the At-Post rate if it is lower than the HS/PI/VS
rate.
SNEA Away-From-Post: SNEA students attending a school away from post will be
eligible for the SNEA away-from-post amount published in the DSSR. For
the 2022-2023 school year, the rate is $95,400.
9d. Q: What if the DSSR
274.12c SNEA rates in effect prior to 11/20/2022 are higher than the rates
effective 11/20/2022?
A: Per DSSR 274.23 the highest published DSSR
274.12c SNEA rates for At-Post, HS/PI/VS and Away-From-Post pertain for the
2022-2023 school year. The rates effective 11/20/2022 will allow parents,
posts, and agencies to forecast actual SNEA expenses for the following school
year. For the highest published rates during the 2022-2023 school year
prior to the 11/20/2022 changes access the DSSR Archives (DSSR 2022 Version
dated September 11) on the Office of Allowances' Opennet and Internet
websites. DSSR 274.12c contains the published SNEA rates prior to
11/20/2022.
10. Q: DSSR 276.3 specifically disqualifies an employee
from receiving an education allowance on behalf of a child attending school in
the United States if a parent resides in the U.S. Is the employee eligible for
the allowance when the parent in the U.S. is divorced from the employee parent?
A: An education allowance
shall not be paid for a child in the United States who has a natural or
adoptive parent or step-parent residing in the U.S. except where the employee
establishes that the parent residing in the U.S. is divested of
legal custody of the child, or the parent in the U.S. is mentally or
physically unfit to care for the child, or the step-parent is estranged from
the employee. It is important that the post's authorizing official is
assured that the child "normally resides with" the employee (see
DSSR 040m for definition of family member) at post during non-school
("vacation") time unless the post excludes non-adult family members
from accompanying the employee to the post (post has the status of partially or
fully unaccompanied) or the reason the child is not present at post is the
medical clearance does not permit the child to be present at post during
periods when the child is not attending a school away from post (DSSR
276.22).
11a. Q: Can the education allowance cover funding of a
program offered during a 14th year of primary-secondary schooling?
A: No. The education
allowance can only cover grades kindergarten through twelve of primary-secondary
education, as this is what public schools offer in the United States. However,
public schools do offer advanced classes during high school that may lead to
eventual college credit for students. Therefore, the education allowance can be
used to cover any additional costs for advanced placement (AP) or international
baccalaureate (IB) courses taken during the normal thirteen years (K through
12) of primary-secondary education. (See also DSSR 274.12a and 276.9 for
Supplementary Instruction and DSSR 271I and DSSR 274.12g for testing
reimbursement.)
11b. Q: Can an education allowance be paid for a child to
repeat a grade between kindergarten and grade 12?
A: Yes. If a
child needs to repeat a grade (kindergarten through 12th) in a U.S.
public school this is allowed free of charge. The intent in law is to
provide an education allowance for what is normally provided free of charge in
the U.S. public schools. Therefore, an education allowance may be paid if
a child needs to repeat a grade while an employee is assignment to a foreign
post.
12. Q: The school my child attends requires all students
to participate in field trips or excursion programs. Are the costs of these
trips payable under the education allowance program?
A: Per DSSR 277.1g(4) costs
of overnight field trips are not an allowable expense, however, day field trips
not including an overnight stay are allowable subject to the education
allowance maximum. In the majority of school districts in the United
States, costs for overnight trips are borne by parents and not funded by a
school district’s budget. Non-allowable expenses for day field trips
include meal costs and any admission fees (examples: museums, cultural
events, performances).
13. Q: Am I required to send my child to the school on
which the education allowance is based?
A: No. Per DSSR 272.3,
employees have total freedom of choice to send their children to any school,
whether at post or away (DoD civilians should review DoD
Directive 1400.25, Subchapter 1250 for additional guidance). However, if
the school the child attends is more expensive than the maximum allowance, the
parent is responsible for the extra expenses incurred. The allowance is not to
be paid for children attending school in the U.S. when there is either another
parent (unless divested of custody) or a legal guardian residing in the U.S.
[DSSR 276.3(1)]
14. Q: In addition to receiving the "school
away-from-post" education allowance, can an employee also receive the
Supplementary Instruction allowance for their child?
A: No. Reimbursement for
Supplementary Instruction may only be used in conjunction with the "school
at post" education allowance. This allowance is intended to supplement the
education provided by the school at post. When an employee is receiving the away-from-post
education allowance, it is the parent's responsibility to select a school that
will provide the necessary education for the child. Post management should
review DSSR 274.12a and DSSR 276.9 for guidance on authorizing the
Supplementary Instruction allowance.
15. Q: Is reimbursement for Supplementary Instruction
allowed while on home leave, renewal agreement travel or R&R? What
about if evacuated from a post?
A: Reimbursement for
Supplementary Instruction is not allowed while on home leave, renewal agreement
travel or R&R. See FAQ 16 if evacuated from a foreign post.
Supplementary Instruction is allowed at the foreign post of assignment
during the regular school year to supplement the education received at the
school at post for reasons DSSR 276.9a. through e..
Effective
6/19/2022 DSSR 274.12a was amended to allow Supplementary Instruction at the
foreign post of assignment during the break between school years: “When
necessary as a form of prevention, intervention, or remediation due to
deficiencies in academic performance and documented by the school at post,
Supplementary Instruction may be reimbursed for only a required course or
required courses during the break between school years for DSSR 276.9b, c, and
d.” The total amount allowed for Supplementary Instruction during the
school year and during the break between school years cannot exceed the amount
in DSSR 274.12a. Example: if Supplementary Instruction is
$4100 and $3500 was used during the school year, $600 would be the maximum
allowed between school years.
16. Q: Does an education allowance continue when a child
is evacuated? Can Supplementary Instruction (DSSR 274.12a and DSSR 276.9)
in addition to the school at post education allowance continue while a child is
evacuated? What if my child is under the Special Needs Education
Allowance when evacuated?
A: Normally education
allowances are not payable on behalf of children evacuated from a post in a
foreign area to safehaven in the United States if accompanied by a parent, as
public schools are available to all residents in the United States (DSSR 621.1
and DSSR 621.2). If, however, there are virtual/online classes set up with the
school at post, expenses incurred by the employee/parent at the safehaven
location associated with the virtual/online classes offered by the school at
post the child is participating in, may be reimbursed under the current year
"school at post" education allowance maximum.
Supplementary
Instruction - If a child was approved for and using Supplementary Instruction
at the foreign post prior to evacuation, it may continue and be reimbursed only
if with the same instructor/instruction started at the foreign post prior to
evacuation and only through the end of the current school year unless the
provision at DSSR 274.12a pertains: “When necessary as a form of
prevention, intervention, or remediation due to deficiencies in academic
performance and documented by the school at post, Supplementary Instruction may
be reimbursed for only a required course or required courses during the break
between school years for DSSR 276.9b, c, and d.” The total amount allowed
for Supplementary Instruction during the school year and during the break
between school years cannot exceed the amount in DSSR 274.12a.
Example: If Supplementary Instruction is $4100 and $3500 was used during
the school year, $600 would be the maximum allowed between school years.
Away
from Post Education Allowance - If prior to evacuation, a child was attending
school in either the United States or foreign area using the away-from-post
education allowance, the rate authorized for the evacuated post may continue
for the remainder of the school year (DSSR 621.1; 621.2; and 633.2). The
safehaven displaces the post of assignment for travel under both away-from-post
education allowance and educational travel for students not allowed to return
to post.
Alternate
Approved versus Official Foreign Safehaven - When an employee requests, and is
granted an alternate foreign location as safehaven, no education allowance is
authorized (DSSR 633.3). Although a rare situation, if a foreign area is
designated as an official (not alternate) safehaven, education allowances are
provided according to DSSR 633.1.
Special
Needs Education Allowance - Per DSSR 633.5, if a child already qualifies for
and is receiving the special needs education allowance at the foreign post of
assignment and that child has no valid, legal Individual Education Plan (IEP)
acceptable to U.S. public schools at the U.S. safehaven location for receipt of
special education services, then the special needs education allowance may
continue to be paid during the evacuation until such time as the U.S. public
school begins to provide special services. See 271m, 276.2, and
276.8. These expenses may be reimbursed under the current year “school at
post” and “special needs” education allowance maximum and may include those
items listed in 276.8c.
17. Q: If I drive my children to school can I be
reimbursed POV mileage?
A: For a school at post,
where school-, commercially-, or USG-provided transportation is not available a
private car or car/carpool or rented/leased car may be used. Reimbursement is
equivalent to the current GSA-approved rate for the use of a privately owned
vehicle (POV) for official business for one round trip per school day between
school and home. DSSR 277.1f, f(5) and f(6)
18a. Q: At what age can my child start school?
A: Per DSSR 271j,
"Kindergarten", except for a child with special needs, means a one
school-year program like the U.S. public school program immediately preceding
grade 1 and does not include the nursery school level. At posts where schools
generally follow a U.S school calendar (i.e. school year begins in August or
September) the child needs to turn five on or before December 31 of that school
year (or by an earlier date if required by the school). At posts where
schools follow another hemisphere calendar, (i.e. school year begins in January
or February) a child needs to be at least four years and eight months old by
the beginning of the school year. (See exception at DSSR 276.25).
18b. Q: My child turns 5 on December 30th,
however, the school will not admit him to Kindergarten since the school
requires the child turn 5 by September 30th. He will be
allowed to enter the grade below Kindergarten. Since he turns 5 by
December 31st am I eligible for an education allowance?
A: The
date of December 31st leaves the flexibility in case a school
at post would allow a child to enter Kindergarten at the beginning of the
school year if the child turned 5 on or before December 31st.
In this case, the school requires the child turn five on or before September 30
in order to be admitted to Kindergarten – the year just preceding Grade 1.
Because
your child does not meet the school’s age requirement for Kindergarten your
child would be placed in the grade below Kindergarten which does not qualify
for the education allowance since this is not the year immediately preceding
Grade 1.
19. Q: If I am receiving Separate Maintenance Allowance
(DSSR 260) for my child, can they use Educational Travel (DSSR 280)?
A: No. Per DSSR 261.2,
"An employee who is receiving SMA on behalf of a member of family is not
eligible for other allowances or benefits under these [DSSR] regulations on
behalf of that member of family except as provided under DSSR 242.7, 252.8,
262.5 and 267.2. Educational Travel is not one of the exceptions.
20. Q: Can I receive both Separate Maintenance Allowance
and an Education Allowance for my child?
A: For Involuntary SMA
("for the convenience of the Government") per DSSR 276.42, when a
foreign post is designated as the official Involuntary SMA location, the
employee may be eligible for an education allowance on behalf of a child
residing at that location. DSSR 262.5 further states that "the employee
can be authorized an education allowance within the applicable 'school at post'
education allowance established in these regulations [DSSR 920] for the
officially authorized foreign ISMA location on behalf of a child authorized to
reside at that ISMA location, unless the child has arrived at a selected
educational institution under educational travel authority within the last 12
months".
For
Voluntary SMA ("for the convenience of the employee") per DSSR 262.2,
"Unless specifically designated otherwise by the head of agency or
designee, eligible family members on VSMA are considered to be officially
residing in the U.S.". If officially residing in the U.S., children can go
to public school free of charge. Remember, the intent of an education allowance
is to help cover costs normally provided free of charge in U.S. public schools.
Therefore, an education allowance is not warranted when officially residing in
the U.S. on SMA. The DSSR does not authorize an education allowance even
when an agency authorizes a foreign area as an official VSMA location.
21. Q: Can I switch schools during the year?
A: DSSR 272.3 states that
an employee has freedom of choice in school selection with reimbursement up to
the rate cited in DSSR 920 for allowable expenses (DSSR 277). However, there is
a restriction on the "at post" education allowance. If an employee
chooses a school other than the base school on which the education allowance is
calculated, reimbursement for one-time fees under DSSR 274.12e is limited to an
amount not to exceed the total of all one-time fees charged by the base school.
If one-time fees exceed those of the base school, additional one-time fees may
be reimbursed against the DSSR 920 education allowance rate if that maximum
rate has not been reached. (See examples at DSSR 272.3). In cases in which a
student is required to transfer schools for reasons beyond the family's control,
the post may request a waiver of the maximum rate from the Director, Office of
Allowances, U.S. Department of State.
22. Q: The post school offers a standardized test that I
have never heard of, and I don't know if the results would be meaningful to my
child's new school when we return to the U.S. Could I be reimbursed for fees
paid to take a standardized test like those offered in the U.S.?
A: DSSR 277.1d and 277.2a
allow reimbursement for fees for tests required by the school within the
maximum “at post” or “away from post” education allowance.
DSSR
271i and DSSR 274.12g allow for reimbursement in addition to the education
allowance maximum for Advanced Placement (AP) and International Baccalaureate
(IB) test fees.
The
pre-SAT is normally provided free of charge in U.S. public schools, however,
fees for SATs or other exams for the purpose of admittance to post-secondary
schooling are not normally provided free of charge by U.S. public schools and
are, therefore, not considered reimbursable. In conclusion, if
the standardized test offered by the school at post is similar to the pre-SAT
then the fee may be reimbursed within the maximum “at post” education
allowance.
23. Q: My child attends a non-base school at post that
offers no bus service. What help can I get with transportation under the
education allowance?
A: Public or commercial
transportation, such as city bus, rail, or taxi, is reimbursable,
when added to the cost of the school itself, up to the maximum rate for
school at post for the child's grade. DSSR 277.1f says that when school-,
commercially-, or USG-provided transportation to school is not available
and a private car or vanpool is used, then the mileage (one round trip per
school day between school and home) may be reimbursed at the equivalent of the
GSA mileage rate. (If the security unit at post forbids use of any public
or commercial transportation, that makes it unavailable.) Note:
Reimbursement for use of any POV, car/vanpool or rented/leased vehicle is for
mileage only. If a commercial service (car and driver) is used then this
service may be reimbursed subject to the maximum school at post education
allowance.
24. Q: If I have freedom of choice to select a school to
send my child, why should I be out of pocket for tuition expenses if I don't
select the base school?
A: While you have freedom
of choice of school selection, the Education Allowance is normally based on the
least expensive adequate school available to the majority of U.S.G. dependents.
When a school other than the base school is selected, there is a chance that
parents may incur out of pocket expenses.
25. Q: I've heard reference to the base school quite a
bit, but no one can tell me what that means. What exactly is a base school?
A: Per DSSR 271n
(definitions) A "base school at post" is usually the least expensive
"adequate" school as determined by the Department of State, Office of
Overseas Schools or the U.S. Department of Defense School, where available to
eligible family members. The base school is used to establish the maximum
"at post" education allowance for grades K-12. Except for the U.S.
Department of Defense Schools in foreign locations, the U.S. Department of
State's Office of Overseas Schools determines adequacy by how closely a foreign
post/location school curriculum aligns with the U.S. public school curriculum
so that a child can transition to the next higher grade in a U.S. public
school.
26. Q: When using my personally owned vehicle to take my
child to and from school, may I claim mileage reimbursement for two round
trips?
A: No. Per DSSR 277.1f,
reimbursement may only be made for one round trip per school day between school
and home. The law only permits reimbursement for "those costs necessary to
obtain educational services which are ordinarily provided without charge by
public schools in the United States." Public schools in the U.S. provide
transportation for the child to go to school and for the child to come home
from school (one round trip).
27. Q: If I'm receiving the Away From Post Education
Allowance on behalf of my daughter who is in high school and I exceed the
Education Allowance due to transportation costs, may I use the Educational
Travel Allowance to help with the transportation cost?
A: The Education Allowance
and Educational Travel cannot be combined. You may either choose the Education
Allowance under DSSR 270 or Educational Travel under DSSR 280; you cannot
receive both at the same time.
28. Q: My son is attending boarding school in the fall.
How much unaccompanied air baggage (UAB) is he authorized?
A: DSSR
277.2c(3) authorizes expenses for transportation of UAB annually
under the "away from post" education allowance maximum but does
not specify a weight limit. Employees of the Foreign Affairs Agencies may
currently transport up to 250 pounds of their children's belongings as UAB (14
FAM 613.3-1). Employees of non-Foreign Affairs Agencies should contact their
agency's personnel office for information regarding UAB. Reimbursement
for UAB is subject to the away from post education allowance maximum and is not
a separate reimbursement in addition to the education allowance maximum.
29. Q: I have an employee at an accompanied post with
children who have never been at post. They are with their other parent at
another location. The employee wants to know if they are eligible for an
education allowance for them. (BTW, also curious about SMA if education is
out.)
A: The definition of
"family" and "family member" at DSSR 040m identifies a
family member (for DSSR allowance purposes) as someone who normally resides at
post, or who would reside there if not for circumstances warranting SMA.
Looking at children now rather than the employee's spouse, this definition
calls on us to think whether the children, in other circumstances, would live
with the employee at post. If the answer to that question is uncertain,
education allowance is not warranted. Unless the employee can demonstrate
compelling circumstances of separation, that dictate it, there is no case for
an education allowance for children who could live at post, but do not.
30. Not in use - Referenced only 2020-2021 school year
31. Not in use - Referenced only 2020-2021 school year
32. Q: Employees on Authorized Departure (AD) are being
permitted to telework in the US for post. Pending further Permanent Change of
Station (PCS) guidance from Global Talent Management (GTM), it could be
conceivable that ''new PCS intended'' employees will be permitted to remain in
the US and telework for their new post. If this scenario happens, the person
is working for post – would this then allow for education allowances to be
granted on a one-time exceptional basis?
A: Education allowances by
law are based on a physical presence at the foreign post of assignment.
It is not foreseen that any education allowances will be available if employees
are virtually transferring to post. School in the US would be the
default.
33. Q: The COVID-19 outbreak in certain regions is
happening later than the rest of the world. If an employee wants their child to
begin school online with the local international school, they are hoping that
this will be considered rather than viewing this issue from too wide or global
lens. It may only impact certain posts. Could there be such an exception for
only certain posts and allow post to pay the school in advance of the child
coming to post?
A: No. It would have to be
for the entire world or not at all.
34. Q: International schools are non-profit entities
with few reserves. If our students may not enroll for next year and pay
tuition, seats may not be available for them in January or later when they may
be permitted to come to post– which would be devastating for our employees and
families. In addition, the school is already discussing whether it must break
contracts with teachers, offer sabbaticals, etc - which means its capacity will
be far reduced without a financial commitment from our students.
A: From Overseas Schools:
the impact to schools and staffing are “spot on” and this will be a very
delicate balance of providing schools with some level of assurance that we do
indeed plan to have our families return just not knowing when - our office will
need to work our relationships with schools and boards to emphasize there needs
to be flexibility with some degree of understanding that we'll pay eventually -
(once children arrive).
35. Q: I am scheduled to transfer to a foreign post this
summer. Can school fees for my children be paid in advance (prior to my
arrival) to ensure that a slot is being held for my children at our school of
choice?
A: School fees cannot be
paid by the post in advance of the employee’s or family member's arrival at the
foreign post of assignment. Once the employee or family member arrives at post,
the employee may file for reimbursement once the SF-1190 confirms the arrival
of the family member(s) benefitting from the ''At Post'' education allowance.
If the child is under the ''Away from Post'' education allowance and has gone
directly to school and not arrived at post yet, there should be explanation in
SF-1190 box 18 (Remarks) and proof that the child is enrolled in the school
away from post.
36. Q: How can I ensure school fees are paid to hold
slots for students currently on Authorized/Ordered Departure (AD/OD) (in the
U.S. or otherwise) who are planning to re-enroll at the international school at
post?
A: Under an AD/OD the DSSR
600 (Payments During an Ordered/Authorized Departure) allows for the ''At
Post'' and ''Away from Post'' education allowance to only go through the end of
the current school year unless a child is at an official (not alternate
approved) foreign safehaven. Per DSSR 633.3 an education allowance is not
provided at a foreign alternate approved safehaven.
With an official U.S. safehaven it is understood children on AD/OD in the U.S.
will be able to attend U.S. public schools free of charge. If an AD/OD extends
into a new school year if the employee is not at the foreign post of assignment
the employee is responsible for any payments to the international school at
post until the AD/OD has terminated and family members are allowed to go back
to post. Sometimes the post becomes unaccompanied following an AD/OD and family
members cannot return to post so there is caution advised with advanced
payments by the employee that will not be reimbursed if the child cannot come
to post.
37. Not in use - Applicable to only the 2020-2021 school year
38. Q: Do students on Authorized/Ordered Departure
(AD/OD) have access to Supplementary Instruction (DSSR 274.12a and DSSR 276.9)
to assist with online instruction?
A: Supplementary
Instruction to assist in online instruction may be allowed in addition to the
"at post" education allowance for only the reason(s) under DSSR
276.9a through e. Reimbursement for Supplementary Instruction is allowed
at the safehaven only if already approved at the foreign post of assignment
prior to evacuation and only for the person providing the Supplementary
Instruction at the foreign post of assignment prior to evacuation.
See FAQ 16 for further detail.
39. Not in use - Applicable to only the 2020-2021 school year
40. Q: Payment for schooling on the onward assignment is
contingent on a finalized Travel Authorization (TA). Can a Permanent
Change of Station (PCS) TA be prepared for this purpose?
A: DSSR 273 states that
after the employee or a family member has arrived at the post, an application
may be filed including estimates of costs for an education allowance grant on
behalf of a child. Education expenses incurred prior to arrival at the onward
post of assignment are the employee's responsibility with reimbursement once
the employee arrives at the onward post of assignment.
41. Q: If an employee is on temporary duty (TDY) prior
to arrival at a new post of assignment, can children benefit from the education
allowance and enroll in distance learning at a school at the new post? What if
the school at the new post has opened but the post is not accepting employees
on PCS orders?
A: DSSR 276.6 addresses an
employee delayed enroute to a new post of assignment. Education expenses on
behalf of a child may cover the period of temporary duty. The grant is not to
be made until the employee or a family member arrives at the post of
assignment. In order to be reimbursed education allowance expenses the employee
and child benefitting from the education allowance would need to be physically
present at post prior to the end of the school year.
42. Q: I'm concerned about not getting to post in time
to enroll my child in school. What should I do?
A: An employee can enroll
their child in a school at post prior to arriving at the post, however, school
fees cannot be paid by the post in advance of the employee or family member's
arrival at the foreign post of assignment. Once the employee or family member
arrives at post, the employee may file for reimbursement once the SF-1190
confirms the arrival of the family member(s) benefitting from the ''At Post''
education allowance.
43. Q: I am currently on Authorized/Ordered Departure
(AD/OD) and my child is scheduled to begin boarding school this fall.
Will payments be made to ensure that my slot is held?
A: If an AD/OD extends into
a new school year the employee is responsible for any payments to the boarding
school. The employee should seek reimbursement for allowable ''School Away from
Post'' expenses (DSSR 277.2) once they return to post. Sometimes the post
becomes unaccompanied following an AD/OD and family members cannot return to
post. If the other parent resides in the U.S. and the boarding school is also
in the U.S., per DSSR 276.3 an education allowance cannot be paid.
44. Q: I am currently on Authorized/Ordered Departure
(AD/OD) and my child is scheduled to continue online instruction with their
boarding school this fall. Will school fees be paid for my child to
re-enroll?
A: If an AD/OD extends into
a new school year the employee is responsible for any payments to the boarding
school. The employee should seek reimbursement for allowable ''School Away from
Post'' expenses (DSSR 277.2) once they return to post. Sometimes the post
becomes unaccompanied following an AD/OD and family members cannot return to
post. If the other parent resides in the U.S. and the boarding school is also
in the U.S., per DSSR 276.3 an education allowance cannot be paid.
45. Q: I homeschooled my child(ren) prior to
Authorized/Ordered Departure (AD/OD) and plan to continue homeschooling my
child(ren) at post when we are allowed to return to post. May I order
materials and request reimbursement before heading back to post?
A: Once the employee or
family member arrives at post, the employee may file for reimbursement once the
SF-1190 confirms the arrival of the family member(s) benefitting from the
''Home Study/Private Instruction/Virtual Schooling'' education
allowance.
46. Q: The definition for “school
away from post” under DSSR 271e “means an elementary or secondary school so far
beyond daily commuting distance of the employee's post as to necessitate board
and room in connection with attendance.” What is considered “beyond daily
commuting distance”?
A: Effective
6/19/2022 DSSR 277.2 was amended with the following: “NOTE: The
following “school away from post” expenses may also be claimed when the
transportation time to and from school and residence is 45 minutes or longer
each direction each day. This does not affect/augment the education
allowance rate the employee is eligible for.”
47. Q: If the school a child attends – either “at post” or “away
from post” - requires testing for COVID-19 is the testing an allowable expense
under DSSR 277.1 (school at post) or DSSR 277.2 (school away from
post)? Should such testing cost first be submitted to my personal
medical insurance?
A: Per
DSSR 277.1d and DSSR 277.2a, testing required by the local school is an
allowable expense and may be claimed subject to the applicable “At Post” or
“Away from Post” Education Allowance maximum shown in either DSSR 920 or DSSR
274.12c. Check with your agency to see if it requires you to first
submit the claim to your medical insurance and if denied reimbursement then
request reimbursement for the expense under the Education Allowance maximum.
********
The
following is included in case reference is necessary. It pertained only
to school year 2020-2021 and not for subsequent school years.
Education FAQs - 2020-21 school year advance
payment.pdf
Last
updated February 1, 2023