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

 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.

Title I Programs

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



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.

Supplemental Funds…

 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.

Single Plan for Student Achievement/SPSA

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)

 The listed items are the most

popular ones and are now in alphabetical order.

 For Title I/7S046 & 7E046,

Title III/7T197 Direct Services Services for which the student is the direct recipient or beneficiary

• f the services.

2017-2018 Budget Information (p.16)

2017-2018 Budget Information (p.17)

 7S046 only -10%

maximum on indirect services

 7E046 – only for

Clerical Relief/X-time & Professional Expert Indirect Services Personnel and supplies that are administrative in nature and do not have a direct relationship to instruction

2017-2018

(pages18-28)

17

2017-2018

(pages 29-39)

18

2017-2018

(pages 40-51)

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

Budget Development 7E046

Objectives:

• Explore Appendix B of the Program and

Budget Handbook

• Explore Budget Development best practices

Main Points to Consider for Budget Planning

Main Points:  Ensure that recommendations are made by the English Learner Advisory Committee.  Title I funds are used to strengthen parent capacity.  Funds allocated for parent activities may not be used for other purposes.  The school planning sheet for parent involvement activities is developed with parent recommendations.  Categorical funds are to supplement, not supplant, educational services for parents.  A differential may be provided to a register- carrying teacher only for the purposes of coordinating schoolwide parent engagement.

Budget Planning Sheet (7E046)

Budget Planning Sheet 2017-2018

7E046 Items

A differential may be provided to a register-carrying teacher only for purposes

• f coordinating parent engagement

activities. This is a payment to persons working on special projects that are non-repetitive on a temporary basis and that are customarily not performed by a classified or certificated employee in the scope of his

• duty. The person must be a current or

retired employee of the District. X Time must support parent involvement and must occur outside of basic assignment basis. This is for short-time (less than 6 months) assignments.

7E046 Items

This is a centrally managed position and shared among multiple schools.

• Unclassified position.
• Assignments limited to 720 hours per year

and 79 hours per pay period.

• Classified position with benefits
• 8 hours per day

$61,637

• Classified position with benefits.
• 6 hours per day.
• Different total cost based on bilingual (Armenian,

Korean, Spanish). $45,501. SS Parent Resource Liaison is a centrally managed position that’s typically shared among multiple sites.

7E046 Items

Translation equipment must be used to support parent engagement. Computers and projectors can be budgeted. School must provide location and calendar of usage to support parent engagement. Costs must be below $500 per item including all shipping, tax and additional charges. Non-Capitalized Equipment is equipment costing $500 or more, up to $4,999 with shipping, tax and all additional costs per item.

7E046 Items

These contracts are with vendors providing instructional programs/services for parents. These contracts are with people who are experts in their fields and must be non-District employees, who cannot perform the work of District employees, to provide services for a

• school. Only the Procurement Services

Division can contract with these people for a school.

7E046 Items

There will be a review process for conferences purchased with Title I funds. The review process will require schools to upload the required Title I documentation in the Shopping Cart and/or P- Card/Imprest reconciliation. Mileage rate for 2017 is 53.5 cents per business miles driven. Schools may allocate funds for parent center phone expenses.

7E046 Items

Supplemen tal Instruction al Material (SIM) is for parent activities ONLY; no

• ffice

supplies allowed

Special Notes

• There is no longer a $1,500 limit on parent conference

attendance.

• In addition, there will be a review process for

conferences purchased with Title I funds. The review process will require schools to upload the required Title I documentation in the Shopping Cart and/or P- Card/Imprest reconciliation.

• Parent Training Allowance is not allowable in 7S046,

70S46 or 7E046. Parent Training Allowance to pay for childcare is allowable through general funds with the attachment of a birth certificate for school records. Please see current policy guidelines.

7E046 Non-Allowable Items

Custodial Overtime Custodial X-Time Custodial Relief Clerical Overtime

Budget Planning Best Practices

• Connect the needs of your school’s parents and

community to the budget.

• Use the Budget Planning Sheet from the Program and

Budget Handbook for budget allocations.

• Incorporate English Learner Advisory Council

recommendations into budget planning.

• Attend the Budget Planning Orientation Meeting held

by Fiscal Services.

• Seek clarifications from the Parent and Community

Engagement Unit regarding 7E046 items. Ensure an alignment between the comprehensive needs assessment, the specifics of the Single Plan, and budget allocations.

Reminders

Schedule a School Site Council meeting before BD appointment date. The School Site Council has to approve the amended budget. Emergency School Site Council meetings are not allowed; therefore, a 72 hour advance notice is required.

Important Dates for 2017-2018 Budget Development

 Wednesday, March 15, 2017

Principals receive Allocation Letters

 Monday, March 20 – Thursday, April 6, 2017

Budget Development Appointments

 Bring the original School Budget Signature Forms

for all budgets and 1 photocopy, to be reviewed by the Director, Compliance Coordinators, and Fiscal Specialist, and a PDF copy of SPSA on flash drive

Local District Northeast Categorical Staff

Title 1 Coordinators

 Sue Florindez- sue.florindez@lausd.net  Tony Karch- anthony.karch@lausd.net

Parent and Community Engagement Administrator

 Antonio Reveles- acr07321@lausd.net

EL Compliance Coordinator

 Sandra Escartin- sandra.escartin@lausd.net

LDNE MAIN OFFICE: (818) 252-5400