1. 2015-2016 Title I Program Budget Adjustment Requests September 24, 2015

2. Objective  Deepen understanding of how to use the Budget Assurances and Justifications(A&Js) along with the appropriate Single Plan for Student Achievement( SPSA) pages documentation to effectively prepare 2015-2016 compliant budget adjustment requests 2

3. Think–Ink-Pair-Share  What might be the process (steps/procedures required)?  What might be the documents required?

5. Documents Required for purchases/expenditures in SPSA : Scenario 1 1. School Budget Signature Form (SBSF) 2.Title I (7S046) New Justifications: 3. SPSA 2014-2016 Goal Matrix/Domain page copy:

6. Ensuring compliance: Scenario 1 1.SBSF -Reason, Principal and SSC Chairperson Signatures including dates, SWP (Schoolwide Title I Program) 2. New Title I Justifications -Description of the goods/services for the additional changed amount items only 3. SPSA 2014-2016 Goal Matrix/Domain page copies. -Reference item by circling/highlighting expenditure written in the funding source column

7. Documents Required for purchases/expenditures not in SPSA: Scenario 2 1. SBSF 2. 2015-2016 SPSA Update

8. Ensuring Compliance: Scenario 2 1 – SBSF -Reason, Principal and SSC Chair Signatures including dates, SWP 2 – 2015-2016 SPSA Update -School Goal (if not met, the same SMART Goal in the current 2014-16 SPSA may be used) -Data, Key Findings, and Key Strategies -Goal Matrix Sections & Focus Area -Actions/Tasks to accomplish -Budget Item Number & Budgeted Amount -Monitoring, Staff Responsible, Start & End Date

9. Documents Required for expenditures previously written in 2014-2015 SPSA Update: Scenario 3 1. SBSF 2. 2014-2015 SPSA Update (prior year) copy 3. New Title I Justifications descriptions for the additional amount only

10. Documents Required for Equipment (over $500) and General Supplies, Technology ($499 or less) (Restricted/Pre-approval): Scenario 4 1 – Manual BAR (Equipment & General Supplies, Technology only) 3–Quote 2 –2015-2016 SPSA Update for Equipment and General Supplies, Technology)

11. Documents Required: Equipment and General Supplies, Technology (Restricted) : Scenario 4 1- Manual BAR (Equipment/Technology only) -Items Funded, Commitment Item and Budget Item Numbers, -Amounts, Reason, Principal and SSC Chair Signatures with dates, SWP 2 –2015-2016 SPSA Update for Equipment and General Supplies, Technology with signatures and dates 3 – Quote (matching dollar amounts)

12. Documents Required: Supplemental Instructional Materials (SIM over $5,000): Scenario 5 1. SBSF 2. 2014-2016 SPSA Goal Matrix/ Domain page copy 3. Quote

13. School Budget Signature Forms

14. Sample: Title I Allocation Total Allocation: Direct limit Indirect limit Each change line item entered through SFE must be justified. The amount of each expenditure must be the same on the School Budget Signature Form and the Justification Pages budgeted amount. Budget Item # Description Commitment Item # FTE 14

17. Assurances and Justifications 17

18. Utilize the following language when referencing students in each individual description for all Title I Justifications: “At-risk students” or other similar descriptors (e.g.- students performing below benchmark; low-achieving students; struggling students; students not achieving grade level standards.) Insert: School CDS code ESC Date Total Allocation Contact Person Email Phone # Budget Item # Commitment Item # Insert supplemental description for each expenditure. Utilize Program & Budget Handbook as a resource but individualize your school description The amount of each expenditure item must be the same on the School Budget Signature Form and the Justification Page Insert Goal and SPSA page #.Some Indirect expenditures do not require a supplemental description if they are listed on the Program Justification Page (PJP)

20. 20 Attach copy(ies) of Goal Matrix/Domain SPSA Plan pages referenced on the Title I Justification page(s) for only the additional change expenditure items.

21. Think - Pair – Share SPSA Updates When might I need to submit an SPSA Update with my BAR?

22. SPSA Updates Required:  For new purchases not written in the current 2014-2016 SPSA.  7S046/Title I fund only previous year 2014-2015 SPSA Updates copies along with the new justification for the additional amount only  Purchases that are * restricted and require a pre-approval from FSEP :  Admission tickets (p.A-21, #44)  Contracted Instructional Services, Arts (p.A-18, #21)  Elementary schools only  Must support Tier II intervention for at-risk students in ELA & Math  Categorical Program Advisor, X-Time (Tutoring) (p.A-25)  Intervention Program:  Dates and times  Number of students per class  Subject being taught  Number of hours being requested  Administrator, X-Time (p.A-17, #10) and Custodial Supplies(intervention only) (p. A-23, #58)  For professional development purchases and/or intervention sessions include:  Dates and times  Number of days/sessions  Approximate number of students (intervention only)  For all new equipment (p. A-19, #28) and general supplies, technology purchases (p.A-19, #29), use specific titled SPSA Update for Equipment and General Supplies, Technology * Restricted purchases, refer to Program and Budget Handbook, March 2015 (Version 9-09-15) for additional BAR documentation requirements

28. SMART : Specific, Measurable, Attainable, Results-based & Time-bound Describe Key Strategy that will be used to accomplish the School Goal Brief description of the key findings from the analysis of data. Include quantitative data. Identify data used to develop the School Goal

29. Indicate Goal Matrix Section(s) being addressed Indicate Focus Area(s) used to address the Key Strategy Describe Actions & Tasks needed to accomplish the Key Strategy

30. Indicate Item Number for the expenditure (found on the SBSF) Specify the Budgeted Amount Use the $ in the “change” column of the SBSF If applicable, indicate Full-time Equivalency for each Position & the number of days

31. Describe how the school will monitor the actions/tasks that will be used to determine the effectiveness of the expenditures Indicate Position of person (not name) responsible for monitoring & reporting back to SSC Include Month & Year Timeline should not exceed 2 years

32. 3 -2-1 Title I Program Updates Table Talk 3 2 1 At your table, reflect and share about the BAR Process/Procedures :  3 things you learned  2 things you would like to know more about  1 take-away reflection