2022-2023 Title I Budget Development Updates LDNE February 10th

2022-2023 Title I Budget Development Updates LDNE February 10th and 11th

Training Objectives Training Objectives -Review the purpose of Title I funds -Review 2022-2023 Title I Budget Updates - Review SPSA Budgeting Reminders -Share important information and dates for upcoming Budget Development/BD appointments & Online SPSA

Title I Purpose To improve the achievement of low-achieving students in schools with high concentrations of students from low-income families. To ensure that the federal investment has a meaningful impact on the students the program is designed to serve 3

Developing a School Budget -The school budget should be based on the needs of the participating students as identified in the Comprehensive Needs Assessment -The most efficient use of resources which support the School Plan for Student Achievement (SPSA) should be the rule -The budget should demonstrate alignment with the planned supplemental instructional program and planned expenditures

Title I is a program and NOT a funding source. All expenditures need to be aligned with the SPSA and the Continuous Cycle of Improvement. 5

Principles The following cost principles must be considered for all proposed expenditures of federal funds by schools and central office: Must be “necessary” (i.e., expenditure is necessary in order to address an identified need and achieve one or more of the goals in the school plan) Must be “reasonable” (i.e., the cost does not exceed that which would be incurred by a prudent person under the circumstances prevailing at the time the decision was made to incur the cost) Must be “allocable” (i.e., the goods or services are chargeable to the program in accordance with relative benefits received) Authorized or not prohibited under state or local laws or regulations Must be adequately documented 6

Title I Per Pupil Rates Poverty % Proposed Rate 2022-2023 School Year FY 22 Budget Development Rate (Prior to 2nd and 3rd allocation) 100-65% 913 807 64.99-50% 690 613 49.99-45% 522 465 Hold Harmless 362 N/A Above rates are as of 2/7/2022 7

Updates Major Change for Potential Funding Variance There will be NO Potential Funding Variance held back from schools’ allocations, However: Excerpt from General Fund School’s Program Manual 8

Potential Funding Variance Considerations The 3% may be budgeted as a total for all positions in one line in the SPSA (Budget Item #40239 – Potential Funding Variance) Schools should have a contingency plan if the amount reserved in PFV turns out not to be enough and more is necessary (e.g., benefit rates increase). SSCs should decide where those funds will be taken from. With that understanding, it can be treated as a “technical correction.” 9

Updates Contracted Instructional Services: - (Continuing) If a school needs to purchase a contract for a single vendor beyond 25,000, allocate the first 25,000 under Commitment Item # 580030 at Budget Item # 50002. The amount beyond 25,000 needs to be allocated under Commitment Item # 510010 at Budget Item # 50255. Essentially, up to 25,000 in a contract expenditure will be subject to indirect cost rate calculation and any amount beyond that is considered a sub-agreement and will be exempt from such (California School Accounting Manual, 2019 Edition, Procedure 915). - Purchase order should include the first 25K and the remaining balance. The purchase order for a single contract should not be split as commitment item 580030 and separate purchase order for 50002. 10

Updates Categorical Program Advisor Description: - (added bullet) Performs other duties as assigned in accordance with the District/UTLA agreement and allowable under the federal award Training rate: - (added language) refer to any bargaining agreements for any updated bargaining agreements and additional information or guidance on the use of training rate. Certificated Training Rate.to pay a regular status certificated personnel who attends non-mandated Title I or Title III allowable trainings outside of the basic assignment (e.g., after-school, Saturdays). The certificated professional development rate is limited to certificated employees for staff development activities designed to improve job competency. Please refer to Human Resources and Personnel Policy Guides. 11

Updates Funding Percentage Option Non-Register Carrying Teachers NONREGC TCHR EL 1 TK Non-Register Carrying Teacher, Elementary 10, 20, 30, 40, 50, 60, 70, 80, 90, 100 NONREGC TCHR SEC Non-Register Carrying Teacher, Secondary 10, 20, 30, 40, 50, 60, 70, 80, 90, 100 Non-Register Carrying Teacher budget item is only available in Title I. While the position is purchased as 1.0 or 0.5 FTE (if personnel is holding an additional position), the position can be Multi-funded in increments of 10% with 7S046 and 7T691 for existing positions. 12

Updates Signatures on the Budget Form (No change) SSC Signatures during Budget Development: The assurance page and the documents that the schools upload regarding SSC (agenda, minutes, and sign-in - zoom report) suffice. UTLA Signature on Budget Form: - UTLA Signature is required. If a school does not have a UTLA Chapter Chairperson, school should indicate so and should be signed by the principal. If the UTLA Chapter Chairperson refuse to sign, school should indicate so and should be signed by the principal. If the signature is not present, the LD Title I Coordinator will still sign off if the everything on the budget meets Title I allowability and is aligned with their SPSA Principal Signature on Budget Form: - Principal should be able to sign with systems that have been put in place using Adobe or scanning function. It is up to the LD on the system used.

Reminders: I Carryover Reminders:No No Title Title I Carryover -The District receives a Title I entitlement annually, and likewise, schools receive an annual allocation. The purpose of these funds is to close achievement gaps for academically atrisk students in the year that schools receive the funds. -Each year the District is limited to 15% that can be carried over in any given year. -School allocations already include anticipated carryover from the previous year which is factored into the per pupil allocation.

Reminders 2022-2023 Reminders for for 2022-2023 Title Purchases of of Title I IPurchases Equipment Equipment -The deadline for the purchase of equipment is January 30th. This means that the Shopping Carts for any equipment must be in SAP and approved by the principal by January 30th each year. -Equipment justification narratives must include the number, make, and model of devices and all cost items from the quote in order to approve a shopping cart. Without this information, an SPSA Modification will be required for approval. -This includes General Supplies-Technology, Non-Cap Equipment, and Capitalized Equipment

Reminders for 20222023 X-Time -Tutor Teacher X-Time is for tutoring or intervention “outside of the regular assignment” (e.g. after school, Saturday, unassigned days) -Teacher X-time (Non-Tutor) can be used for activities “outside of the regular assignment” such as: Analyzing data, reviewing student work, planning for differentiated instruction, providing/conducting Professional Development for all stakeholders. *Note: Please use Certificated Training rate for attending nonmandated training. -Additional X-time Budget Items (“outside of the regular assignment”) exist for Counselors, Coordinators, & Librarians. (*Please note: Use Teacher X-Time for all Coaches, except the MS College/Career Coach who will use Coordinator X-Time).

Reminders for 2022-2023 Budgeting Community Rep in the SPSA -The Community Rep can only be multi-funded with S046 and E046 -Multi-funding can only be done in 5% increments -Please budget the Community Rep on the Parent Engagement page and, if multi-funding, budget both items in the same focus area along with the justification narrative. he et t l g d u a r: b Potenti e d in % Remitional 3 riance 239 for a add ding V m #40 S046) 7 e n Fu get It and 6 d (Bu 7E04 h bot -TIP: Deplete as much of your E046 budget in 5% increments first, then budget the remaining balance with S046

Reminders for 2022-2023 SFE vs. SPSA Online Template -SFE allows for a total cost to be entered for X-Time, Staff Training Rate, TA Relief, etc. However, schools must enter the # of hours in the SPSA Online Template. Schools may budget partial hours in the SPSA to match the total cost in SFE. Example: In SFE you enter 4,000 In SPSA template you enter 45.213 hrs. 4,000 ( 4,000/ 88.47 hr. 47.619 hrs.) 18

Reminders for 2022-2023 Adding “Credits” for Benefits -3 hr. 100% positions include “Full” benefit costs. If two different 3 hr. positions are combined (e.g. CPA/TSP), the full cost of benefits are included in each position. -Your Fiscal Specialist will “back out” half the cost of benefits in SFE. Schools will need to “credit” half the cost of benefits in the SPSA Online Template. Adding Benefit “Credits” ***Make sure to include the minus sign PLEASE NOTE: THESE AMOUNTS ARE FOR 2021-2022 CERIFICATED CLASSIFIED Budget Item # Name Half Cost Budget Item # Name Half Cost 30165 Health/Welfare -7100 30167 Health/Welfare -7100 30166 Retirement -2,200 30168 Retirement -2,200 19

2022-2023 SPSA Due Dates -On or before 2022-2023 School Budget Development appointments: Schools must “Submit” completed, SSC-approved 2022-2023 SPSAs to Local Districts for review. This includes completing the Recommendations and Assurances page and uploading the required SSC required documentation. -By June 2022: Schools must submit SSC-approved revisions and/or corrections to 2021-2022 SPSAs -October 31, 2022: Final Board approval of all 2022-2023 SPSAs is required. Categorical funds of schools with unapproved 2022-2023 SPSAs will be frozen until their 2022-2023 SPSAs receive final Board approval 20

Important Dates for 2022-2023 Budget Development and SPSA *February 9, 10 (am and pm sessions) Budget Development Training *Friday, February 11 Principals receive allocation letters. Title I Ranking available at FSEP *February 11, 17, and 18 Voluntary, Drop-in SPSA Writing Support: 9:00-11:00 and 1:00 – 3:00 Zoom ID: 342 683 0865 Passcode: SPSA https://lausd.zoom.us/j/3426830865?pwd Z1k2d3lVK0syQVRPUmZKTnJhNDZHUT09 *Monday, March 1 – Monday, March 23 * Budget Development Appointments * 21

Resources Budget Development Resources are at: LDNE Fiscal Website https://achieve.lausd.net/Page/11687 LDNE Title 1 Website https://achieve.lausd.net/Page/6921#calendar24495/20200422/month LDNE Title 1 Schoology Group Access Code: M3VQ-RTJS-SWVJN Click on “ Plan Budget ni Reso urce ng s top f ” at the o drop r the d cont ain own Han ing the d B Estim book an D d ated Shee Rate ts. Federal and State Education Programs Website (FSEP) https://achieve.lausd.net/fsep Title 1 Coordinators Daniella Simon- [email protected] Tony Karch- [email protected] 22