2017-2018 BUDGET DEVELOPMENT CATEGORICAL PROGRAMS MARCH 2017 - PowerPoint PPT Presentation

2017-2018 BUDGET DEVELOPMENT – CATEGORICAL PROGRAMS MARCH 2017 LOCAL DISTRICT NORTHEAST

Training Objectives  Review Title 1 Programs, including updated information for 2017-18  Review Title III changes for 2017-18  Review SPSA Online Information  Review updated Fiscal Services Information

Title I Programs  The purpose of the Title I program is to meet the educational needs of children in low-income households and children in local institutions for neglected or delinquent children.  Title I funds are supplemental funds and are allocated to schools based on poverty percentages on the annual Title I ranking. These percentages are determined by the number of low-income students, aged 5 to 17, enrolled on CBEDS day, who qualify for free-or reduced-price meals or CALWORKS.

7S046 Title 1 Funding Levels  65-100% Poverty Level: 2017-2018: $569 2016-2017: $682 2015-2016: $615  50-64.99% Poverty Level: 2017-2018: $433 2016-2017: $518 2015-2016: $467  Falling below 50% poverty for the first time: 2017-2018: No Hold Harmless Allocation 2016-2017: $329 2015-2016: $300

Supplemental Funds… are granted to schools for specific program purposes and  which are over and above the general revenue funds the schools receive to support the core program. must be used to support and enhance the District’s core  program. must be clearly tied to the overarching goal of improving  academic outcomes for participating students. Supplemental funds may not be used to replace or supplant the funds and instructional program the District provides the school, as supplement not supplant fiscal requirements remain in place and have not been waived by the USDE.

Single Plan for Student Achievement/SPSA  The SPSA is a written plan developed by the School Site Council describing the school’s program and how resources will be used to meet the supplemental educational and related needs of participating students.  California Education Code 9 Section 64001 requires that a School Site Council (SSC) develop the SPSA.  The purpose of the SPSA is: 1) to create a cycle of continuous improvement of student performance 2) to raise the academic performance of all students to the level of state achievement standards, and 3) to ensure that all students succeed in reaching academic standards set by the State Board of Education.

SPSA & Developing a School Budget  The school budget must be based on the identified needs of participating students as determined by conducting a comprehensive needs assessment and as described in the SPSA.  The school’s budget must be aligned to the SPSA; otherwise the SPSA will not be approved. Nor will the SPSA be approved if money is left in pending distribution.  Expenditures must be listed with the strategy/Action or Task. Budget items are selected via a pull-down menu, and rates are pre-populated and based on the most recent Estimated Rate Sheets.

Sample SPSA Page w/budgeted items

Budget Development Resources at lausd.net “Offices”  Available at School Fiscal Services Estimated Rate Sheets General Funds Program Manual Budget at a Glance – Excel version  Available at Federal & State Education Programs Program and Budget Handbook Latest Title I Ranking at FSEP Homepage

School Fiscal Services Division

Federal and State Education Programs

2017-2018 Budget Information -Information has been reorganized. -The Program and Budget Guidelines, Budget-At-A-Glance, and Budget Terms are at the front of the Handbook. -Any updates will appear in the Errata Sheet at the front of the Handbook

Budget Guidelines (p.2)

2017-2018 Budget Information (p.16) Direct Services Services for which the student is the direct recipient or beneficiary of the services.  The listed items are the most popular ones and are now in alphabetical order.  For Title I/7S046 & 7E046, Title III/7T197

2017-2018 Budget Information (p.17) Indirect Services Personnel and supplies that are administrative in nature and do not have a direct relationship to instruction  7S046 only -10% maximum on indirect services  7E046 – only for Clerical Relief/X-time & Professional Expert

2017-2018 (pages18-28)

2017-2018 (pages 29-39) 17

2017-2018 (pages 40-51) 18

Title III Update (T197)  Decentralization: All Title III funds were allocated to Local Districts  Middle School Allocation: LDNE made the decision to allocate all Title III funds to Middle Schools to address literacy and language needs.  Supplementary TSP Allocation: Some elementary schools received an additional TSP allocation.

Support for English Learners using Title III  Middle Schools: Middle Schools receiving 7T197 (formerly 7S176) will answer Questions 1-5 on the EL Goal page and then cut/paste NARRATIVES ONLY from EL Plans developed in December. Chris Iya will add Budget items.  Elementary/High Schools: Must complete Questions 1-5 on the EL Program Goal page even if they choose not to address this goal. Schools may choose to complete EL Programs page using 7S046 to fund items if they wish.

Key Reminders for 2017-2018  Conference Attendance: Schools cannot use this year’s Title I funds to pay for a conference that will be occurring in the new school year (July – August). Options for Schools: 1) Use their own general funds to pay for the conference 2) Use Imprest to pay registration but don’t submit to FSEP until after conference in new fiscal year. Conference must be described in the SPSA for the current year. 3) Wait until the new year's Title I funds are available in July to pay for the conference.

Key Reminders for 2017-2018  P-Card Expansion- Currently, Admission Fees, Registration Fees, Supplemental Instructional Materials are the only items that schools can use Title I funds to reconcile with a P-Card. Software License Maintenance and Curricular Trips (Buses) will be added for 2017-18  Software License- Time period for the contract (invoice) should be from July – June for the school year in which you are budgeting. If your licenses end in the middle of the school year, contact the vendor to adjust the invoice to end on June 30 and submit a new invoice once the new year school begins.

New Title 1 Guidelines for 2017-2018  Teacher Assistants:  The school that employs a TA who is entitled to Health Benefits in the year 2017-18 may set aside $5,100 (per TA) using Budget Item #30210  1 and 2 hr. TAs must be 100% funded w/7S046  3 hr. and above TA positions may be multi-funded at 50%-50%

New Title I Guidelines for 2017-2018  EL Coach: The only exception to the 50% Minimum FTE is an EL Coach. SWP schools that receive Title III funds can combine their Title I and Title III funds to make up the 50% with the minimum FTE being 0.2. May not be the EL Designee.  Entertainment Activities : Costs of entertainment or social activities are unallowable with federal funds, including Title l . Based on FPM reviews, Curricular Trips and Contracts that fall in the “gray” area between entertainment and instruction have been cited for repayment. When in doubt, use General Funds!

New Title I Guidelines for 2017-2018  Maintenance and Rental of Copier Equipment: If using these items, schools must budget as a multi- funded cost attributing no more than 50% to Title 1  Telephone Expenses: new name- “Phone Expenses - Title l Office/Parent” #50254 Reminder: Postage is not allowed.  Mileage: Mileage reimbursement for employees participating in Title 1 program activities or meetings is allowable. Reason must be described in the SPSA.

New Title I Guidelines for 2017-2018  Curricular Trips booked through the LAUSD Transportation Branch: Due to audit issues, schools cannot book Trips in June using Title 1 Funds. Destination must be listed in SPSA.  Curricular Trips using District Approved Charter Bus Companies : Schools must book trips using P-Card, Purchase Order or Imprest Account prior to May 5. The destination must be in the SPSA.

New Budget Signature Form

2017-2018 Online SPSA - Reminders  Schools must complete Questions 1-5 for all 6 Goal Pages- 100% Graduation, ELA, Math, EL Programs, Culture/Climate(Parent Engagement), & Social/Emotional (100% Attendance).  All budgeted items should include a narrative.  Do not write a “wish” list. However, you may include “no cost” narratives.  The Budget Summary in the SPSA should align with the expenditures in School Front End.

2017-2018 Online SPSA - Reminders  Once schools receive the 2017-2018 allocations, the online SPSA can be “submitted” but only after attachments are uploaded.  Comments from reviewers may be made using the online “Comment Bubble” system (seen on the dashboard). Contacts must respond to the comments.  Schools will then enter budgeted Items into School Front End (SFE) before their Budget Appointment.

2017-2018 Online SPSA Reminders  Do not leave anything in “Pending” as the system will not allow you to submit the plan.  Full benefit costs for 3 hr. certificated employees are included in the budget item. Use the 6 hr. Budget Item and then select 50%.  FINAL SPSA Writing Support (drop-in ): March 13 at Roscoe PD Center: 8:00-4:00