Embed Size (px)
Citation preview
Local District South
Title I Designee
Meeting
Robert Oye
(310) 354-3452
Lorraine Torres
(310) 354-3531
Agenda
• Opening
• Title I Changes for 2016-2017
• Federal Program Monitoring (FPM)
• Budget 101
• CPA/Title I Designee Responsibilities
• Time Reporting Documentation
• Categorical Equipment Inventory
• This year, ALL schools will write a 2017-2018 SPSA
• 2017-2018 SPSA template will be completed ONLINE
• Online template release date - TBD
• LD South Online SPSA Training Dates - TBD
2017-2018 Single Plan for Student Achievement (SPSA)
2016-17 Program & Budget Handbook
Ver. 8.8.16
Errata Sheet outlines recent changes made to the Program and Budget
Handbooks.
General Supplies Technology Purchased With Title I
General Supplies Technology 430001 …
• These items will no longer be restricted BUT will be monitored through the additional approver process in the Shopping Cart
• General Supplies Technology are restricted to items of equipment with a total final cost of less than $500 (including tax, shipping and other ancillary charges)
• These items may be used in the classrooms and parent centers
• Examples include laptops, iPads, iPods, netbooks, LCD projectors, printers, graphing calculators, Chromebooks, document cameras, e-readers, etc.
Non-Capitalized Equipment Purchased With Title I
Non-Capitalized Equipment 440001 …
• These items will no longer be restricted BUT will be monitored through the additional approver process in the Shopping Cart
• Non-Capitalized Equipment are restricted to items of equipment with a total final cost of $500 or more (including tax, shipping and other ancillary charges) up to $4,999 when funded with Title I resources.
• Examples include laptops, desktop computers, iPads, LCD projectors, etc.
Not allowable through Title I
General Supplies- Title I funds are not allowed to purchase general
supplies such as tissues, copy paper, pens, pencils, markers, soap,
coloring pencils, paint, folders, binders, health office supplies, hand
sanitizer, mops, brooms, furniture, etc. This restriction includes items
appearing in the District’s Supplies and Equipment Catalog.
Exception
Allowable Instructional Tools from the General Stores Warehouse Under
SIM (Commitment Code 430010) http://achieve.lausd.net/Page/8647
Compliance is a District and School Site Responsibility
Accepting funds obligates districts and school sites to maintain legal compliance
Oversight Agencies & Monitoring Processes:
• United States Department of Education (USDE) - State Monitoring
• Office of Inspector General (OIG) - Fraud & Abuse
• California Department of Education (CDE) - FPM Process
• Single Audit - Required for Federal Funds
8
Federal Program Monitoring
9
Background: • Both state and federal laws require the California Department
of Education (CDE) to monitor categorical programs operated by Local Education Agencies (LEAs).
• State oversight is accomplished by conducting on-site and/or
on-line monitoring. Goal: Promote the achievement of statutory desired outcomes and verify compliance with program requirements.
• Categorical funds are used for authorized purposes. • Statutory performance goals are achieved.
FPM Review
CE 1: LEA Parent Involvement Policy
CE 2: School Parent Involvement Policy
CE 7: School Site Council Composition
CE 8: SSC Approves SPSA
CE 9: Parent Communication
CE 12: Time Accounting
CE 13: Equipment Inventory
CE 17: Posting of SARC
CE 19: SPSA Evaluation
CE 20: Teacher Requirements
CE 21: Paraprofessionals Meet Qualifications
CE 22: Professional Development
8 others reviewed at the central level, 2 not applicable in LAUSD, and 10 Waived by the CORE Waiver
Maintaining Compliant Programs
FPM shouldn’t be an event; it is an on-going process
Implement systems that will allow you to maintain the required evidence
Systems become a form of on-going professional development and assure continuity
11
Binders
Electronic organization
Create a main Compensatory Education folder on your desktop, my documents, or other accessible location. Within the folder, label a folder for each program item number.
Title I Coordinator/Designee
Responsibilities
Title I Coordinator/Designee
Responsibilities
Title I Coordinator/Designee
Responsibilities
Title I Annual Meeting
Due: October 31, 2016 in Principal’s Portal
Purpose: To inform parents about the Title I program and it’s requirements
Agenda, Sign-In, and Meeting Announcement showing the meeting was held before October 31, 2016
Sustaining A School Budget
Budget modification Budget adjustments as needed
Budget monitoring Budget reports School spending report BTS Budget Availability Report
Budget Management Control Sheets
Accountability
Control Sheets
Budget Adjustment Process
1. Analyze Student Data to determine needs
2. Meet with School Site Council to present data, discuss needs, and get SSC approval
3. Initiate a Budget Adjustment Request
Step 1
Happy High School has meet with School Site Council and based on School Site Council approval has decided to transfer money from Pending Distribution to cover the $6,487 cost for Teacher Tutor X Time for the 5 week Saturday English Language Arts and Math Intervention Program
Step 2: Complete A Budget
Adjustment
Mrs.
Principal
10-20-
15
SSC Chair
10-
20-11
Insert a brief supplemental description for purpose
of expenditure
Mrs.
Principal
10-20-
15
Happy High School
Step 3: Complete 2016-17 SPSA
Modification Page
You will need to complete a SPSA Modification for all budget adjustments. You will need to explain the reason for the modification. Then describe the expenditure and it’s intended use in the core content area. Obtain Principal and SSC Chairperson’s signature
2016-17 SPSA Modification Page 2
Step 1: Analyze student data to determine school needs. Meet with School Site Council (SSC) to present data, discuss needs, and get SSC approval. Step 2: Complete Budget Adjustment Request through BTS. -Make sure you get appropriate signatures -Principal/SSC Chairperson -Insert a brief description for reason for the expenditure Step 3: Complete an SPSA Modification. The SPSA Modification
must be signed by the Principal and SSC Chairperson
Step 4: Submit Budget Adjustment Form and SPSA Modification page to your LD South Fiscal Specialist. Budget Adjustment will be reviewed for Compliance by Title I Coordinator and for instructional purpose by the Instructional Director.
Lets Review The Budget Adjustment Process
Documentation for Employees Paid from Federal and State
Categorical Programs BUL-2643.6
Federal and State regulations require supporting
documentation, in addition to time cards, for all personnel who receive any payment (compensation) from federal funds
or from state categorical funds.
SEMI ANNUAL CERTIFICATION ATTACHMENT B
• Time Reporting Certification for a single position funded 100% from the same funding source
• This certification is completed twice a year -July-Dec -Jan-June • Complete all Information -Period Covered -Fiscal Year -Name -Position -School -Program (SWP) -Program Code • Signatures -Employee Signature and Date OR -Responsible Supervisor Signature (Principal) and Date
BLANKET SEMI ANNUAL CERTIFICATION ATTACHMENT C
• Time Reporting Certification for multiple positions funded 100% from the same funding source
• This certification is completed twice a year -July-Dec -Jan-June • Complete all Information -Period Covered -Fiscal Year -School Name -Program Code -Cost Objective (SWP) • Name and Positions that are funded from the
same single funding source • Signatures -Supervising Official (Principal) -Name, Title
MULTI-FUNDED TIME REPORTING ATTACHMENT F1
• This certification is completed for positions that are multi-funded from Title I and other funds.
• Time reporting documentation must reflect the same proportionality to the percentage that is funded by both program funds.
• Form is on Excel and it contains tabs for each month for 2016-2017 (it is available on the Local District South Title I Webpage)
• Complete all sections (Name, Class Code, Month, Employee Name, Position, School) • Document the Hours and Activity Codes spent working for each program • For Title I funded portion, all activities must be selected from the Direct Activities List • Save document, print, sign and obtain Signature of Administrator
Certificated Documentation for Occasional Assignment or Training
Attachment H
Training or Occasional Assignment • Professional Development Teacher
Regular • Teacher X-Time • Professional Development Teacher X-Time • Tutor Teacher X-Time • Categorical Program Advisor X-Time • Staff Training Rate Depending on the nature of the assignment, attachment H is completed individually or as a blanket certification.
Each school year Attachment B must be updated, completed, and emailed in Excel Format to [email protected]
Thank you!!
Robert Oye
(310) 354 5452
robert.oye @lausd.net
Lorraine Torres
(310) 354 3531
