The Revised LCAP Template Continuous improvement in the planning process

Presented by Joshua Strong Lidia Renteria and of the Local Agency Systems Support Office California Department of Education

Background Reviewing the Foundations laid by LCFF

History of the LCAP Template Version 1 – Adopted under emergency regulations and used during the 2014-15 school year. Version 2 – Adopted as part of the final LCFF regulations and used during the 2015016 and 2016-17 school years. Version 3 – Adopted by the State Board of Education at its November, 2016 meeting and is being used to develop LCAPs for the 2017-18 school year. The most recent version of the LCAP Template was adopted by the SBE at its November, 2016, meeting and reflects the collaborative efforts of CDE and SBE staff, CCSESA, and WestEd. It incorporates suggested revisions from numerous stakeholders, education coalition and advocacy groups, and builds on input received from the SBE during previous meetings and through CDE’s LCAP Redesign Survey. Revisions to the LCAP template include both changes to the content and the format of the plan   The LCAP is consistent with the design principles approved by the SBE at its May meeting; specifically: Maximize transparency and ease of use for stakeholders Simplify, to the extent possible, structure and language Provide clear instructions and support Support efficient and effective local planning, reporting, and implementation processes The new design promotes ease of reading with more “white space”, and the addition of color, helping to improve the user experience. For clarity, revisions were made to prompts, headings and instructions with the headings hyperlinked to the applicable instructions.

LCAP Template: A Tool Major Revisions Addition of a Plan Summary 3-year inclusive plan Instructions moved to Addendum Specific Ties to the Evaluation Rubrics New design promotes ease of reading Specific Instructions for Charter Schools Planned Actions and Services: contributing to increased or improved services requirement. Jeff and Sue

Order of Plan Components Plan Summary Annual Update Stakeholder Engagement Goals, Actions, & Services Demonstration of Increased or Improved Services for Unduplicated Pupils Addendum Instructions State Priorities Appendices Priorities 5 and 6 Rate Calculation Instructions Guiding Questions

Order of Plan Components Chronological Annual Update Stakeholder Engagement Goals, Actions, & Services Demonstration of Increased or Improved Services for Unduplicated Pupils Plan Summary Plan Summary Annual Update Stakeholder Engagement Goals, Actions, & Services Demonstration of Increased or Improved Services for Unduplicated Pupils Addendum Instructions State Priorities Appendices Priorities 5 and 6 Rate Calculation Instructions Guiding Questions

The Annual Update Using data to inform decision-making

Section Highlights Narrative is replaced each year The planned goals, expected outcomes, actions/services, and budgeted expenditures must be copied verbatim from the previous year’s approved LCAP For LCAP year 2017/18, review the goals in the 2016/17 LCAP. Moving forward, review the goals from the most recent LCAP year Minor typographical errors may be corrected

What Data Should be Used? A review of performance should consider quantitative or qualitative data from Local LEA and school-level data Local self-assessment tools LCFF Evaluation Rubrics State indicators Local indicators Stakeholder input (both solicited and unsolicited) Other relevant data sources (city, county, or state-level data)

Specific Ties to the Evaluation Rubrics Plan Summary Greatest Progress Greatest Needs Performance Gaps Annual Update Analysis Goals, Actions, and Services Identified Need

Annual Update (1 of 2) Page 4 Besides formatting, the expected Annual Measurable Outcomes and Actual Outcomes as well as planned actions/services and actual actions/services have been placed side-by-side for ease of comparison. Page 4

Annual Update (2 of 2) Page 5 In the Analysis section of the Annual Update, prompts have been changed to allow LEAs to reflect on the overall implementation and effectiveness of actions/services to achieve the articulated goal, and refers to the Evaluation Rubrics as part of the analysis process. Page 5

Stakeholder Engagement Meaningful Engagement to develop the LCAP

Section Highlights Narrative is replaced each year Specific instructions for different types of LEAs: School districts and county offices of education consult with Parent Advisory Committee, the English Learner Parent Advisory Committee, parents, students, school personnel, the LEA’s local bargaining units, and the community Charter schools consult with teachers, principals, administrators, other school personnel, parents, and students to inform the development of the LCAP and the annual review and analysis for the indicated LCAP year. Districts and COEs do not approve charter school LCAPs!

Stakeholder Engagement The Stakeholder Engagement section was Changed from 4 narrative response boxes to two, and a change from vertical to horizontal orientation. Page 6

Goals, Actions, and Services - Part 1 Goals and Expected outcomes

Section Highlights New, Modified, or Unchanged Indicate if the goal, identified need, related state and/or local priorities, and/or expected annual measurable outcomes for the current LCAP year or future LCAP years are modified or unchanged from the previous year’s LCAP; or, specify if the goal is new. Expected Annual Measurable Outcomes Identify the metric(s) or indicator(s) that the LEA will use to track progress In the baseline column, identify the most recent data associated with this metric or indicator available at the time of adoption of the LCAP for the first year of the three-year plan In the subsequent year columns, identify the progress to be made in each year of the three-year cycle of the LCAP

Goals, Actions, and Services (1 of 2) The Expected Annual Measurable Outcomes (EAMO) table has been reformatted to specifically identify the metrics associated with a goal, to identify the baselines from which expected outcomes will be set, and arranged in columns for ease of reading and comparison of the expected growth throughout the three years of the LCAP.   Checkboxes have been added to identify Goals and/or Planned Actions/Services as New, Modified, or Unchanged from the previous LCAP year. This will facilitate transparency and accessibility for stakeholders by clearly identifying changes made to Goals and/or planned Actions Actions/Services, particularly, during the second and third years of the three–year LCAP. Page 7

It’s like football… This is where we are starting This is the GOAL This is our current desired outcome (We have 3 downs to get this far)

First Down Result: 3 yard loss 10 Yards X H Y Z F C FS E S T T M E SS

Second Down Result: 4 yard gain 13 Yards X Y H Z F C FS E T W SS M T E

Third Down Result: 15 yard gain 8 ½ Yards F Z Y H X C S FS E T M T W E SS X C 8 ½ Yards

It’s like football… …and we wanted to get this far Time to set our new outcomes! We started here… We’re closer, but we haven’t reached the GOAL yet At the end of three downs we achieved more than we planned!

Goals, Actions, and Services (1 of 2) This is our “yard stick” to measure progress We can adjust as necessary, based on our actual outcomes in the previous year. This is the progress that we plan to make to achieve our Year 3 outcomes. This is our “starting point” This is our “first-down line” Page 7

Goals, Actions, and Services - Part 2

Section Highlights Differentiate between Actions/services that contribute to meeting the Increased or Improved Services Requirement and those that will not. New/Modified/Unchanged for actions/services and budgeted expenditures Check “New” if the action/service is being added Check “Modified” if the action/service has been changed or modified in any way Check “Unchanged” if the action/service has not been changed or modified in any way If a planned action/service is anticipated to remain unchanged for the duration of the plan, an LEA may check “Unchanged” and leave the subsequent year columns blank Format of Budgeted Expenditures

Goals, Actions, and Services (2 of 2) Within the Goals, Actions and Services section, LEAs will identify those planned actions and services that will or will not contribute to meeting the Increased or Improved Services requirement. This identification will facilitate the response or responses in the Demonstration of Increased or Improved Services for Unduplicated Pupils section, and will allow reference back to the Actions and Services rather than having to cut and paste, or list those actions/services that contribute to meeting the Increase or Improved Services requirement as part of the response in the section. For actions/services that are not identified by the LEA as contributing to meeting the requirement to increase or improve services for unduplicated students, LEAs will indicate which student group(s) will benefit from the actions/services and the locations and/or grade spans of the actions/services. “Students with Disabilities” has been added to align with the federal State Systemic Improvement Plan.   For any action/service identified by the LEA as contributing to meeting the requirement to increase or improve services for unduplicated students, the LEA will identify the unduplicated student group(s) being served, will identify the scope of service by indicating “LEA-wide”, “Schoolwide”, or “Limited to Unduplicated Student Group(s)”, and will identify the locations and/or grade spans of the action/service. Page 8

Planned Actions/Services Differentiate between Actions/services that contribute to meeting the Increased or Improved Services Requirement and those that will not.

Example 1 Not contributing to Increased or Improved Services All Students All Schools

Example 2 Not contributing to Increased or Improved Services Specific Student Group Specific Grade Spans

Example 3 Contributing to Increased or Improved Services All Unduplicated Students LEA-Wide All Schools Two clicks to end slide

Example 3 Contributing to Increased or Improved Services Action/Service must be identified in the “Demonstration of Increased or Improved Services..” Section Actions/Services identified as LEA-wide or Schoolwide must also include the applicable description in the “Demonstration of Increased or Improved Services..” Section

Example 4 Contributing to Increased or Improved Services Specific unduplicated student group Specific schools Must be identified in “Demonstration of Increased or Improved Services..” Section

Goals, Actions, and Services (2 of 2) Within the Goals, Actions and Services section, LEAs will identify those planned actions and services that will or will not contribute to meeting the Increased or Improved Services requirement. This identification will facilitate the response or responses in the Demonstration of Increased or Improved Services for Unduplicated Pupils section, and will allow reference back to the Actions and Services rather than having to cut and paste, or list those actions/services that contribute to meeting the Increase or Improved Services requirement as part of the response in the section. For actions/services that are not identified by the LEA as contributing to meeting the requirement to increase or improve services for unduplicated students, LEAs will indicate which student group(s) will benefit from the actions/services and the locations and/or grade spans of the actions/services. “Students with Disabilities” has been added to align with the federal State Systemic Improvement Plan.   For any action/service identified by the LEA as contributing to meeting the requirement to increase or improve services for unduplicated students, the LEA will identify the unduplicated student group(s) being served, will identify the scope of service by indicating “LEA-wide”, “Schoolwide”, or “Limited to Unduplicated Student Group(s)”, and will identify the locations and/or grade spans of the action/service. Page 8

Demonstration of Increased or Improved Services for Unduplicated Pupils Providing for Unduplicated Pupils

Section Highlights Completed each year In year 2 or year 3, copy the table and mark the appropriate LCAP year. Using the copy of the table, complete the table as required. Retain all prior year tables for this section for each of the three years within the LCAP. Describe how services provided for unduplicated pupils are increased or improved If the overall increased or improved services include any actions/services being funded and provided on a schoolwide or districtwide basis, identify each action/service and include the required descriptions

Increased or Improved Services The last section of the LCAP Template is “Demonstration of Increased or Improved Services for Unduplicated Students”. This section allow LEAs to describe how services provided for unduplicated students are increased or improved by the percentage required. If the overall increased or improved services include any actions/services being funded and provided on a schoolwide or districtwide basis, the LEA will identify each action/service and include the required descriptions supporting each action/service. Page 9

LEA-Wide and Schoolwide If the overall increased or improved services include any actions/services being funded and provided on a schoolwide or districtwide basis, identify each action/service and include the required descriptions supporting each action/service as follows. For those services being provided on an LEA-wide basis: For school districts with an unduplicated pupil percentage of 55% or more, and for charter schools and county offices of education… For school districts with an unduplicated pupil percentage of less than 55%... For school districts only, identify in the description those services being funded and provided on a schoolwide basis, and include the required description supporting the use of the funds on a schoolwide basis: For schools with 40% or more enrollment of unduplicated pupils... For [schools with less than 40% enrollment of unduplicated pupils]... Describe how services provided for unduplicated pupils are increased or improved by at least the percentage calculated as compared to services provided for all students in the LCAP year… If the overall increased or improved services include any actions/services being funded and provided on a schoolwide or districtwide basis, identify each action/service and include the required descriptions supporting each action/service as follows. For those services being provided on an LEA-wide basis: For school districts with an unduplicated pupil percentage of 55% or more, and for charter schools and county offices of education: Describe how these services are principally directed to and effective in meeting its goals… For school districts with an unduplicated pupil percentage of less than 55%: Describe how these services are principally directed to and effective in meeting its goals… Also describe how the services are the most effective use of the funds to meet these goals... Provide the basis for this determination, including any alternatives considered, supporting research, experience or educational theory. For school districts only, identify in the description those services being funded and provided on a schoolwide basis, and include the required description supporting the use of the funds on a schoolwide basis: For schools with 40% or more enrollment of unduplicated pupils: Describe how these services are principally directed to and effective in meeting its goals... For [schools with less than 40% enrollment of unduplicated pupils]: Describe how these services are principally directed to and how the services are the most effective use of the funds to meet its goals...

Example 3

The Plan Summary Presenting the LCAP to the public

Section Highlights Narrative is replaced each year The prompts are not limits Ties to the LCFF Evaluation Rubrics as well as local data Budget Summary An alternative format for the plan summary may be used as long as it includes the information specified in each prompt and the budget summary table

Plan Summary (1 of 3) Page 1

Plan Summary (2 of 3) Responsive to the direction given by the SBE at its July meeting, the LCAP template specifically ties to the Evaluation rubrics with… prompts in the Plan Summary; as part of the Analysis portion in the Annual Update section; and within the instructions as School Districts, Charter Schools, and County Offices of Education articulate the identified need to develop specific goals. Page 2

Plan Summary (3 of 3) Page 3

Download the LCAP Template http://www.cde.ca.gov/fg/aa/lc/documents/approvedlcaptemplate.doc

Local Agency Systems Support Office Questions or Comments? Please contact Local Agency Systems Support Office LCFF@cde.ca.gov 916-319-0809

Thank You!