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Region Three Pilot

Region Three Pilot. “Virtual” Consolidation. Consolidation Legislation and Guidance. Title I Schoolwide Fiscal Guidance issued February, 2008 [Section E] Designing Schoolwide (SW) Programs Guidance. Consolidation Legislation and Guidance. EDGAR

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Region Three Pilot

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  1. Region Three Pilot “Virtual” Consolidation

  2. Consolidation Legislation and Guidance • Title I Schoolwide Fiscal Guidance issued February, 2008 [Section E] • Designing Schoolwide (SW) Programs Guidance

  3. Consolidation Legislation and Guidance • EDGAR • Office of Management and Budget (OMB) Circular A-87 • 69 FED. REG. 40360-64 (JULY 2, 2004)

  4. What Does Consolidation Mean? • Schoolwide school treats the funds it is consolidating as a single “pool” of funds. • Funds from the contributing programs lose their identity. • The school uses funds from this consolidated schoolwide (SW) pool to support any activity of the SW program. • [Section E2]

  5. The purpose of consolidating funds is to help a SW program school effectively design and implement a comprehensive plan to upgrade the entire educational program in the school based on the school’s needs identified through its comprehensive needs assessment [E-1]. What is the Purpose of Consolidation?

  6. Which Funds can be Consolidated? • State Aid dollars and local tax revenue • Title I, Part A • Title II, Part A • Title II, Part D (purposes)

  7. Which Funds can be Consolidated? • Title III (?) • Title VI (?) • Section 31a

  8. Why Consolidate?

  9. Flexibility When State-aid and local tax revenue is pooled with supplementary Federal funds and/or Section 31a, individual funding streams lose their identity. This provides the school more flexibility in program implementation.

  10. Flexibility Example • The district could not afford costs associated with grade level meeting time for analyzing assessment data. This meeting time was not allowable out of any of the supplementary programs. Now, these meetings can be implemented in accordance with the SW Reform model and comprehensive SW plan. The funding source becomes moot.

  11. The school determines that the summer school program needs funds in excess of the available Title I allocation. In a consolidated SW program, IIA funds could be used to support direct instruction without the necessity of a “transfer”. Flexibility Example

  12. If State Aid and local tax revenue are pooled with Federal dollars and/or Section 31a, and personnel are 100% funded with pooled dollars AND performing a single FUNCTION Semi-Annual Certification documentation is streamlined. (MDE will provide a template.) Time and Effort – DRAFT!!!

  13. Consolidated Application budgeting requirements are GREATLY reduced. One district level budget that includes aggregate amounts for all consolidated schools. Single item per function and cost objective. Budget

  14. Due Date No need to submit the Consolidated Application and Title I School Selection by May 13th. A July 1 submission date of a quality application will ensure mid-August approval.

  15. The requirement to complete the LEA Planning Cycle is removed. LEA Planning Cycle

  16. Amendment process is streamlined. Amendments

  17. Eligibility Worksheets If Section 31a funds are pooled, the requirement for Eligibility Worksheets and identification of eligible students is eliminated.

  18. Technical Support Increased technical support for schools and districts related to school improvement planning.

  19. Emphasis is on a high-quality plan rather than the level of description included in the budget. School Improvement Plan

  20. Targeted Schools Eligible targeted schools can accelerate the year of planning to become a consolidated SW school for 2011-12.

  21. Consolidation Requirements

  22. Comprehensive Needs Assessment The school must conduct a comprehensive needs assessment (using all four types of data) to identify gaps in student achievement and identify needs of students, staff and other stakeholders.

  23. Schoolwide Plan Exceptional, comprehensive Schoolwide Plan that is focused on an identified Schoolwide reform and aligned to the comprehensive needs assessment.

  24. Basic Program Historical school-level basic educational program is identified and continues to be offered. (MDE will provide a template.)

  25. Identification of Consolidated Funds SW school must identify in its SW plan which programs are included in its consolidation and the amount each program contributes to the consolidated SW pool [E-2].(See “Combining Funds in a SW Program” Template.)

  26. Equitable Services Funds must still be shared with private schools as required by legislation.

  27. Supplement not Supplant Each school operating a SW program must receive all the State and local funds it would otherwise receive to operate its educational program in the absence of Title I, Part A or other [supplemental] education funds [E-2].

  28. Intent and Purposes The school must be able to demonstrate that its SW program contains sufficient resources and activities to reasonably address the intent and purposes of the included programs, particularly as they relate to the lowest-performing students [E-14]. (See “Combining Funds in a SW Program” Template.)

  29. Other Program Responsibilities • Annual Title I, Part A meeting • Parent involvement • Agendas, sign-ins, bids, contracts • District required set-asides

  30. Other Program Responsibilities • Maintenance of Effort • Title I Comparability • Title I School Selection • Health and Safety and Civil Rights

  31. Record Keeping

  32. Programmatic Record Keeping Evidence that intent and purposes of programs were fulfilled.

  33. Financial Accounting • “Virtual” pooling – maintain multiple grant numbers, function codes and cost objectives. • Two drawdown options: (1) Proportionate charging (2) Sequence charging • Functional category reporting must still be maintained

  34. Financial Accounting State-Aid and local tax revenue must be distributed fairly and equitably to all schools–including SW program schools–without regard to whether those schools are receiving Federal and State supplementary funds. [E-18]

  35. Financial Accounting • Comparability – Two Options: • (1) Proportionate charging (2) Other • Ability to determine if Federal funds are unspent at the end of the year.

  36. Monitoring

  37. Monitoring • Programmatic • Review of proposed activities • Activities linked to needs assessment • Research base

  38. Monitoring • A school operating a SW program that is consolidating only Federal education funds and Section 31a funds must ensure these funds are being used only to address instructional needs that are identified in the SW plan and directly linked to the school’s needs assessment.

  39. Goal: • 100% Participation from Eligible Region 3 Schools

  40. Current Status:

  41. QUESTIONS

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