2019-2020 Budget development – TITLE I PROGRAM march 2019

1. 2019-2020 Budget development – TITLE I PROGRAMmarch 2019 LOCAL DISTRICT NORTHEAST

2. Training Objectives Review 2019-2020 Updates for Categorical Budgets • Title 1 (7S046) • Title 1 Parent Involvement (7E046) • Title 1 Middle School College/Career Coach (7T124) • Title III (7T197)

3. Title I Programs • Title I is an instructional program whose purpose is to meet the educational needs of children in low-income households and children in local institutions for neglected or delinquent children and to ensure that the federal investment has a meaningful impact on the students the program is designed to serve. • 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.

4. School Plan for Student Achievement • The SPSA is a written plan developed by the School Site Council describing the school’s supplemental program and how resources will be used to meet the 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.

5. Flexibility and Accountability The Schoolwide Program (SWP) is a comprehensive school plan to upgrade all the instruction in a high poverty school, without distinguishing between “eligible” and “ineligible” children. The SWP Plan becomes a key document used for audits and compliance monitoring. Expenditures will be reviewed based on the plan. • Are the expenditures tied to needs, outcomes, and actions described in the plan? • Are actions and related expenditures clearly defined in the plan? • Are activities and related expenditures based on the comprehensive needs assessment?

6. 7S046 Title I Funding Levels and Budgets Spending Bands • 65-100% Poverty Band: 2019-2020 - $735 • 50-64.99% Poverty Band: 2019-2020 - $559 • Falling below 50% poverty for the first time: 2019-2020 - $337 Budgets • Title 1(7S046) for SWP • Title 1 Parent Involvement (7E046) • Title III English Learner (7T197) • Middle School College/Career Coach (7T124)

7. 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 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 a 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.

8. Budget Development Resources at lausd.net Available at School Fiscal Services Division • Estimated Rate Sheets • General Fund School Program • Budget at a Glance – Excel version Available at Federal & State Education Programs • Program and Budget Handbook • Latest 2019-2020 Title I Ranking Program and Budget Handbook at FSEP • Information has been reorganized. • Any updates will appear in the Errata Sheet at the front of the Handbook.

9. What’s New for 2019-2020? Freezing Budgets and “Sweeping” of Funds • If a school has not provided the required documentation by the specific deadlines, the school’s Title I budget will be frozen until the required documentation (completed SPSA, SPSA Evaluation, SSC Certification) has been submitted. • The freezing of a school’s Title I budget will also pertain to missing Categorical Equipment Inventory (CEI) and unpaid paybacks. • The deadline for using any amounts left in Pending Distribution is Groundhog Day (February 2) or funds will be “Swept”

10. What’s New? Community Representative • Because of the passage of Assembly Bill (AB) 670 (Chapter 582/2017), Community Representatives are now classified positons and not unclassified positions. • Beginning in 2019-2020, schools can purchase 1-hour, 2-hour, 3-hour, 3.75 hour, 4-hour, 6-hour, or 8-hour positions. • Schools can multi-fund the Community Rep with 7E046 and 7S046 in percentages of 5% increments. • Schools can purchase Class A or Class C Community Reps • Health Benefit costs will need to be added if the person worked 1000 hours in the 2018-2019 school year. Note: Community Representatives that complete 1,000 hours of service in one year (single or multiple assignments such as combining a Community Rep assignment with a School Supervision Aide assignment) are covered by CalPERS and the school is required to budget for these expenses.

11. What’s New? Curricular Trips • The number of destinations should match the number of trips purchased. • Schools may list a few destinations with the same academic purpose if the trip is dependent on the reservation availability (e.g., Aquarium of the Pacific, Santa Monica Pier Aquarium, Cabrillo Beach Marine Museum, Roundhouse Marine Studies Lab). • Curricular trips are to support the core content areas; therefore, they cannot be budgeted for elective classes or physical education. • For curricular trips that might be interpreted as “entertainment” but that the school considers instructional and is requesting to be funded with Title I, the FSEP office may require additional documentation and/or information (i.e., lesson plan, purpose and intent, how the trip will benefit students academically, data used to determine the need) prior to approval. • District Transportation may not be used for Curricular Trips using Title 1 Funds in the months of May and June

12. What’s New? Funding Duplo Machine with Title I Funds Because schools can no longer multi-fund equipment, schools can use Title I funds to pay for the entire cost of a Duplo if: • used only for instructional purposes – teachers must have access to the Title I funded Duplo machine. • the purchase of the supplies (paper, toner) are with general funds. • the maintenance of the machine contract is paid 50% Title I and 50% general fund.

13. What’s New? Requirements if SSC Chairperson Withholds Signature • The requirement for the attachment of minutes, agenda, sign-ins and signed statement if SSC Chair refuses to sign has been removed. • If the SSC Chairperson declines to sign the SPSA, he/she can inform the Principal and the Principal can check the “Decline to Sign” box on the SPSA Online Template and attach the minutes, agenda, and sign-in sheet indicating that the majority of the SSC members approved the SPSA.

14. What’s New? Restrictions on June Conferences using Title 1 Funds • All travel and registration expenses related to conferences held in the month of June are not allowed with Title I funds.

15. What’s New? Jan. 30th Deadline for Title I Purchase of Any Equipment • The deadline for the purchase of equipment will now be January 30 (change from “equipment must be received by May 5th”). This means that the Shopping Carts for any equipment must be in SAP by January 30 • Purpose – The earlier deadline will better ensure that students who generated the funds will have access to the equipment. It will avoid issues with back orders and equipment arriving at the end of the school year • Includes General Supplies-Technology, Non-Cap Equipment, and Capitalized Equipment • Also applies to General Supplies-Technology from the General Stores Catalog and to Rental/Lease of Instructional Equipment.

16. Reminders for 2019-2020: Software License Maintenance Software licenses with Professional Development (PD) • If a quote has a separate cost for PD services, schools will need to budget the PD contract under commitment item 580030 (Contracted Instructional Services), in addition to the software license budget item (Renewal – Commitment Item 580020 or New License – Commitment Item 430010) • If the quote does not have a separate charge for the PD, the entire cost can be charged to the Software license commitment item. • Invoices and quotes need to reflect the subscription period July 2019-June 30, 2020.

17. Reminders for 2019-2020: X-Time There are two choices for Teacher X-Time (Commitment Item 110004) • Tutor Teacher X-Time is for tutoring or intervention.  • Teacher X-time(Non-Tutor) can be used for all activities such as:    • Analyze data, review student work, plan for instruction • Attend mandated Title I or Title III allowable trainings outside of the basic assignment (e.g., after-school, Saturdays) • Provide/conduct Professional Development for all stakeholders • Discuss best practices, identify student needs and plan differentiated instruction • Additional X-time Budget Items exist for Counselors/Coordinators/Librarians • Admin X-time for supervision on Saturdays for Intervention is limited to ½ hr. before and ½ hr. after intervention

18. Reminders 2019-2020: 7T124 Schools with grade levels 6-8 • Middle School College and Career Coach job description has been revised to reflect that it is an 8-hour position if a differential is paid (like a Coordinator and not a coach) – This only applies to middle schools or SPAN schools with grades 6-8. • Schools will receive 7T124 allocation but there are only two expenditure lines open in this program- the position and the differential • The school will need to inform SSC of this allocation and the purpose of these funds and that the funds cannot be repurposed as this is a centralized service to schools. • If the school opts to fund the position, the school will need to move the funds from “pending” to the position and differential (if needed) expenditures. • Print out the School Budget Signature Form after the description of the position is added in the SPSA. Sign and submit.

19. 2019-2020 Online SPSA Reminders-Adding “Credits” for Benefits • When two 3 hr. positions-100% 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 Certificated Budget Item # Name Half Cost 30165 Health/Welfare -6,995 30166 Retirement -2,426

20. 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 PatriziaPuccio- ppuccio@lausd.net EL Compliance Coordinators Kathy Bates- katherine.bates@lausd.net (Elementary) Cynthia Diaz- cxp0861@lausd.net (Middle) Alicia Bernal- alicia.bernal@lausd.net (high School) LDNE MAIN OFFICE: (818) 252-5400

21. Important Dates for 2019-2020 Budget Development • Wednesday, March 13, 2019 Principals receive Allocation Letters • March 12 (12:30-4:00) and 15 (8-4:00) @ Roscoe PD Center SPSA Writing Support: 8:00-4:00 • Monday, March 18 Budget Development Appointments Begin • Bring the original School Budget Signature Forms for all budgets and 1 photocopy, to be reviewed by the Director, Compliance Coordinators, and Fiscal Specialist

22. Budget Development 7E046

23. Main Points to Consider for Budget Planning • Explore Appendix B of the Program and Budget Handbook • Explore Budget Development best practices • 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.

24. 7E046 Items Adifferential may be provided to a register-carrying teacher only for purposes of 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. It is usually paid on unassigned days. This is for short-time (less than 6 months) assignments.

25. 7E046 Items • NEW: Classified position with benefits • NEW: Schools can now purchase 1-, 2-, 3-, 3.75-, 4-, 6-, and 8-hour positions for Class-A or Class-C positions. • Total cost with benefits: Consult fiscal. Budget constraints. • Classified position with benefits • 8 hours per day • Total cost with benefits $67,356 SS Parent Resource Liaison is a centrally managed position that’s typically shared among multiple sites. • Classified position with benefits. • 6 hours per day. • Different total cost based on bilingual (Armenian, Korean, Spanish). • Total cost with benefits $51,258

26. 7E046 Items Translation equipment must be used to support parent engagement. Non-Capitalized Equipment is equipment costing $500 or more, up to $4,999 with shipping, tax and all additional costs per item. 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.

27. 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.

28. 7E046 Items Mileage rate for 2019 is 58.0 cents per business miles driven. Schools may allocate funds for parent center phone expenses. 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.

29. Resources for SSC Meeting

30. Budget Development: Station 3

31. The Latest Title III (7T197) Information If Local Districts receive similar T197 funding as last year, LDNE will tentatively allocate funds as follows: • Most Middle Schools and 9 Elementary Schools (high PLTEL Populations) received a Title III Coach and $5,000 for PD/Tutoring/SIM (See Estimated Rate Sheets) • All other Elementary Schools received $50 per EL • Schools receiving T197 funding must get recommendations from ELAC. SSC must approve these expenditures as a separate voting item.