Local District South Title I Meeting Robert Oye robert.oye@lausd.net (310) 354-3452 Lorraine Torres lms0920@lausd.net (310) 354-3531
Agenda Equipment Inventory Unrestricted Funds Restricted Funds Program and Budget Handbook Single Plan for Student Achievement (SPSA) Budget Development Budget 105: SPSA Update Budget Adjustments
School Funding 3 Unrestricted Funds Local Control Funding Formula (LCFF) LCFF is California's new formula for determining the level of state funding provided to districts General Fund School Program (Program 13027) TSP Supplemental Program and Concentration Grants (Program 10183 and 10400) TSP Parental Involvement (Program 10405)
Unrestricted Funds General Fund School Program The District allocates resources to schools in the form of positions using staffing ratios and other dollars in the General Fund School Program-13027. Schools will use their General Fund School Program funds to build a budget that meets the needs of the local school Instructional and Operational Program. The budget must follow State and Federal laws, court orders, consent decrees, Personnel Commission Rules and collective bargaining agreements. 4
General Fund School Program These are the resources that are included in the General Fund School Program: Principal and Assistant Principal Assistant Principal, Secondary Counseling Services (APSCS) Clerical Support and Substitutes Counselors and Registration Adviser Time Custodians and Custodial Supplies Day to Day Substitutes, Teachers Financial Managers General Supplies Instructional Materials Account Interscholastic Athletic Program Library Media Teacher and Library Media Teacher Differential Longevity and Salary Differentials (Certificated and Classified) Nurses and Psychologists Teacher Activity Differentials Teachers Temporary Personnel Account (TPA) Testing Coordinator Differentials Physical Education Teacher Incentive Grant (PETIP) 5
Purpose of Targeted Student Population (TSP) Resources from this program must support the needs of low income, English Learners, RFEPs, and Foster Youth and must be aligned to the following goals as described in the District s Local Control and Accountability Plan (LCAP): 100% Graduation Proficiency for All 100% Attendance Parent, Community and Student Engagement Ensure School Safety
Other Unrestricted Funds Donations Donors may specify how the funds should be spent. Donors or principals designate dollar amounts and activities to be supported when filling out the Donation Form. They should not indicate Principal s Discretion or School-Determined Needs. - See Bulletin No.5895.1 dated February 10, 2016 7
School Funding Restricted Funds Specially Funded Programs: Categorical Programs: Title I (Program 7S046 SWP, 70S46 TAS) Title I Parental Involvement (Program 7E046) Title III (Program S176) Requires SSC Approval and Single Plan for Student Achievement Grants (Awards spent according to MOU between the grantor and LEA) Special Education Cafeteria
Restricted Funds Specially-Funded Programs Categorical Funds (such as 7S046, 7S176, 7E046) resources allocated to supplement the core instructional program (i.e. must supplement and not supplant). Allocated based on student characteristics such as low income and English Language Learners. 9
Other Restricted Categorical Funds Special Education Fund resources are allocated based on student needs as indicated by Individual Education Plans (IEPs). Cafeteria Fund resources are allocated to operate the District s food service programs. These funds are centrally administered. 10
Developing a School Budget Analyze student achievement and school performance data Adjust goals based on data findings Develop instructional and operational strategies to achieve goals Identify resources (such as personnel, lead time, materials, and dollars) needed to support strategies Look at all your budgets both restricted and unrestricted when prioritizing investments Align all budgeted funding sources, both restricted and unrestricted to these priorities
Purpose of Title I A federally-funded program to meet the educational needs of children from low-income households. Participants include students who are at-risk of failing, disabled students, and English Learners. The Title I Program supplements services needed to raise the achievement level of students. Title I funds must be aligned to the following goals described in the Single Plan for Student Achievement (SPSA): 100% Graduation Proficiency for All (Academic Goals) Parent and Community (Culture and Climate) Attendance, Suspension (Social Emotional)
SPSA CYCLE Conduct a Comprehensive Needs Assessment Data Analysis and SPSA Evaluation Monitor the implementation of the SPSA Develop measureable objectives and identify strategies/actions/tasks in SPSA Goal Matrix Develop budget based upon prioritized expenditures that support the strategies/actions/tasks in the SPSA Goal Matrix
Title I School Level Decision Making
SPSA Cycle Developing a School Budget
Developing a School Budget (Program and Budget Handbook) Must be based on the assessed needs of participating students as determined by conducting a comprehensive needs assessment as described in the SPSA. Must demonstrate a clear relationship between the planned supplemental instructional program and expenditures. Must support improved academic achievement, or restructuring budget expenditures if necessary.
School Site Council Approval The SPSA and accompanying budgets need to be developed with recommendations from appropriate committees and written recommendations must be brought to the School Site Council (SSC) for review and approval.
2016-2017 Program and Budget Handbook
Budget Tool for Direct Services Services for which the student is the direct recipient or beneficiary of the services. Direct instruction to students Supplemental instructional materials and classroom equipment Activities supporting the analysis and use of student performance data that are then used to inform instruction Services that affect the quality of instruction and academic success of the students such as Professional Development for Teachers and Parent Involvement Activities
Budget Tool for Indirect Services Personnel and supplies that are administrative in nature and do not have a direct relationship to instruction 10% maximum on indirect services such as: Clerical Non-Classroom Equipment Other Non-Instructional Contracted Services (Toshiba) Coordinating Differential
2016-2017 Budget Development Key Program Guideline Reminders General Supplies are still not allowed with Title I Funds 10% maximum on Indirect Services Program funds cannot be used to purchase Administrator positions, TSP Advisor, Campus Aide, School Supervision Aide, Custodian, and Dean First time purchases of software licenses need to be in the SIM line Renewal of software licenses need to be in the Software Licenses Maintenance line School Advisory Committee Expenses may not be budgeted
2016-2017 Budget Development Changes No Assurances and Justifications will be required for Title I and Title III Schools will be submitting the completed 2016-2017 SPSA Schools will also submit signed School Budget Signature Forms for 7S046, 70S46 (two new schools), 7E046, and 7S176.
2016-2017 Budget Development Changes Targeted Student Population (TSP) (Program Codes 10183, 10397, 10400, 10405) The school s Director will be the only required signature on the Budget Signature Form (does not need to be reviewed by the Local District Title I Coordinator or the Local District EL Coordinators The school will attach the TSP Plan to the school budget signature form.
2016-2017 Budget Development Changes Closed Items - Professional Development Registration (for registration fees only) Budget Item # 50104 will be closed. Staff Conference Attendance will remain open and can pay for registration fees along with other travel expenses related to the conference. - Teacher, Replacement (Budget Item # 10462) will be closed. - Teacher Auxiliary Intervention (Budget Item # 10422) will be closed. - Intervention Support Coordinator (Budget Item # 13193) will be closed.
2016-2017 Budget Development Changes Closed/Replaced with Items Teacher Release Day (Budget Item # 10377) Will replace these two budget items Day to Day Subs (Budget Item # 10559) closed PD Teacher Regular (Budget Item # 10370) closed Day to Day Subs, Benefited Absences- remains open for to cover the four days required for CSR teachers (Budget Item # 10562) and School Librarians (Budget Item # 13984)purchased from federal and QEIA funds.
2016-2017 Budget Development Changes Added Items - Intervention/Prevention Support Coordinator (Budget Item # 11930) (new name for Intervention Support Coordinator) new title and some new job duties related to Special Education. - SEL/EL Instructional Coach (Elementary (Budget Item # 13292)/Secondary (Budget Item # 13295) - Parent Conference Attendance (Budget Item # 50073) - The $1,500 limit on Parent Conference Attendance has been removed from 7E046
Flexibility in Title I Regarding Some Restricted Items The following restricted items have been lifted: But: The caveat being that the item will be allowed only if the need (with specificity) is included in the Single Plan for Student Achievement (SPSA) which means that SSC has approved the expenditure. Proper documentation (i.e., time-reporting, quotes, invoices, etc.) is maintained at the school. If it is not in the SPSA with specificity, schools will be required to pay back with general funds.
Major Changes Restrictions have been lifted for 2016-2017 Administrator X time (Budget Item # 11458) for Saturdays or unassigned (off track) days only (Intervention supervision or Professional Development facilitating or attendance) Must be reasonable Not for weekday activities Must receive preapproval from the LD Superintendent prior to the beginning of any Saturday activity (no after-the-fact approvals) All documentation must be maintained at the school site including SSC minutes and agenda, intervention flyer/pd agenda along with time reporting documentation Must still follow Human Resources Inter-Office Correspondence dated 6/27/13
Major Changes Restrictions have been lifted for 2016-17 Teacher Auxiliaries for Math, Science, Social Studies, and ELA (Budget Item # 10420) can be budgeted during budget development (BD) Contracted Instructional Services involving the Arts no longer limited to elementary schools, open to secondary schools but with same focus of incorporating the arts in supporting the academic achievement of students not meeting grade level standards. (will be subject to Shopping Cart Second Reviewer) Admission fees (Budget Item # 50058) can be budgeted during BD (will be reviewed through Imprest Review, P-Card Review, or Shopping Cart Second Reviewer)
Major Changes Restrictions have been lifted for 2016-17 Clerical Positions no longer limited to two positions but are subject to Indirect Cost (maximum 10% of school s Title I allocation). Clerical job description funded with federal funds is now included in the 2016-2017 Program and Budget Handbook. Other Books (Budget Item # 40005) books for the school library and professional learning books for teachers (Lesson Study). Will be part of the second reviewer process at the local district. CPA X-Time can budget more than 9 days but must be specifically described in SPSA along with actual activities and dates
Restrictions Still in Effect Any Equipment purchased with Title I will still need a budget adjustment request. General Supplies, Technology ($499 and under including tax, shipping and other ancillary costs) Non-Capitalized Equipment ($500 to $4,999 - including tax, shipping and other ancillary costs) Capitalized Equipment ($5,000 and above - including tax, shipping and other ancillary costs) Custodial Supplies for Intervention ONLY No Custodial OT or Clerical OT. Clerical Relief and Clerical X- time is open. Professional Expert, classified and certificated
New Review Procedures for 2016-2017 Contracted Instructional Services Contracts (Object 580030) Non-Instructional Contracts (not Toshiba) (Object 580001) Conference Attendance (Object 520002) Admission Fees (Object 580005) Other Books (Object 420010) Will require uploading the SPSA page and the following applicable documentation to the Shopping Cart: quote and/or invoice description of services contract/sow list of book titles Conference form 10.12.1 (if it is travel) along with conference flyer
Quality Education Investment Act (QEIA) No new funding for 2016-2017; only carryover All QEIA funds must be spent prior to June 30, 2017 All expenditures funded with QEIA must be included in the 2016-2017 SPSA Schools are allowed to budget both zero-based positions as well as OEs.
Budgeting Resources General Fund Program Manual Program and Budget Handbook Carryover Policy Memo MEM- 2464.12 Estimated Rate Sheets PR0 2017
Estimated Rate Sheets Provide the following information: Budget Item Description Budget Item Number Program Code Commitment Number Pay Level, Basis, Hours, Days Salary Amount, Health Benefits, Total Cost
Accessing Estimated Rate Sheets Go to: LAUSD Go to: Offices Go to: School Fiscal Services Division Click on: Budget Development Resources Click on: Estimated Rate Sheets
Budget Development Timeline February 24 Estimated rate sheet posted on the School Fiscal Services webpage. March 1 2016-2017 Program and Budget Handbook posted in the FSEP webpage March 14 Title I allocation notifications sent to schools March 14 Carryover memorandum MEM-2464.12 published March 29 - April 12 2016-2017 Budget Development
Budget Adjustments Initiate Budget Adjustments for: 7S046 2 nd Allocation TSP Carryover 10400 Deadline to submit BA for equipment is March 18, 2016 Deadline to submit BA s for 7S046 is May 2, 2016
Questions?