School Administrative Assistant Meeting Purchasing & - - PowerPoint PPT Presentation

Purchasing & Compliance and Time & Effort Presenters: José A. Jarquĺn Angel Covarrubias Mohamed Tantawi

School Administrative Assistant Meeting

Objectives

Learn the guidelines of using Title I program funding Learn how Title I compliance documents and

audits work

 Share resources to properly complete the July –

December, 2019 time and effort documentation

What is Title I

“…is to provide all children significant opportunity to receive a fair, equitable, and high quality education, and to close educational achievement gaps.” Every Student Succeeds Act (ESSA), Title I, Part A, Section 1001

What is the SPSA?

School Plan for Student

Achievement (SPSA) SPSA

Annual plan developed,

written, and evaluated by SSC

How the school will use its

funds aligned to the goals aimed at improving academic performance and student achievement

Title I Allowable Costs

Great resource and tool to help you learn the policies and procedures for using Title I funds. Wouldn’t it be nice if there was a document which contained much

• f this information in a convenient

place……..

Title I Cheat Sheet

The Tile I cheat sheet details documents needed for reconciliation of Title I funds in: * Imprest *P-card * T-Card * Shopping Cart

Handout

Imprest

 Admission Fees to approved educational activities  Conference Registration Fees to Title I  Contract Bus Services to approved LAUSD locations  Software License Maintenance  Other Books

All Reconciliations require SPSA/Modification pages

P-Card

 Admission Fees to approved educational activities  Conference Registration Fees  Supplemental Instructional Materials  Contract Bus Services to approved LAUSD locations  Software License Maintenance  Other Books

All Reconciliations require SPSA/SPSA Modification pages

Travel Card

 Required Attachments  SPSA page/(approved) SPSA modification with

specific conference mentioned

 Approved 10.12 forms  Receipt/Invoice for expenditures  Conference Flyer with Dates  Approved Travel Request Notification (ATRN)

All Reconciliations require SPSA/Modification pages

Shopping Cart

 Other Books (submit list of books)  General Supplies Technology (Under $500)  M&O Supplies for Title I Interventions  Supplemental Instructional Supplies (SIM)  Non-Cap Equipment ($500-$4,999)  Travel/Conference Attendance

All Reconciliations require SPSA/SPSA Modification pages

Shopping Cart

 Maintenance of Equipment (50/50 Funding)  Rental of Equipment (50/50 Funding)  Admission Fees (District approved sites)  Contract Bus Services (District approved sites)  Software License Maintenance(Renewal)  Professional Services Contract Instructional

All Reconciliations require SPSA/SPSA Modification page

Pop Quiz

 What document is missing from the attachments

if you already have Approved 10.12 forms, invoice/receipt, conference flyer, Approved Travel Request Notification (ATRN) to reconcile any transaction with the T-card? SPSA/SPSA Modification page(s)

 What document is missing from an Imprest claim

for Supplemental Instructional Materials (SIM) if you already have Itemized invoice? SPSA/SPSA Modification page(s)

Pop Quiz

 What document is missing from the P-card

reconciliation for Contract Bus Services if you already have an approved 34-EH-57 student field trip form, Invoice/receipt with location ? SPSA/SPSA Modification page(s)

 What is missing from a Shopping Cart order for

Other Books if you already have an invoice with a detailed list of the books being purchased? SPSA/SPSA Modification page(s)

Title I Reviews

Who reviews the Title I program expenditures?

All these agencies audit school transactions for the required paper work. If a transaction is found to be non-complaint the school/District has to Payback the money from General Funds.

Time and Effort

• 1. Periodic Certification

(Attachments B1-B2)

• 2. Multi-funded Time Report

(Attachment C)

LEGAL DOCUMENTS

Federal Funds Time Accounting

Access to the SPSA Online

Access to the SPSA Online

Access to the SPSA Online

Access to the SPSA Online

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Accessing A School’s Budget Reports

Accessing A School’s Budget Reports

Spending Report

Title I Spending Report

Federal and State Education Programs 213-241-6990 José A. Jarquín jaj7955@lausd.net Mohamed Tantawi mkt3216@lausd.net Angel Covarrubias ajc2896@lausd.net

Local District Northwest Local District Coordinators Lauren Soll lsoll@lausd.net 818-654-3658 Hector Arancibia hja8803@lausd.net 818-654-3717 Contact Information

Thank you