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Instructions: 2013-14 PI Activity and Expenditures

Consolidated Application, Winter Release program instructions for the 2013-14 Title I, Part A, Program Improvement (PI) Activity and Expenditure Report.
Data Collection Purpose

If one or more schools is in PI, the local educational agency (LEA) is required to provide a mid-year status of activities related to Choice and or Supplemental Educational Services (SES) services. The legal authority for collecting such data is in accordance with the requirements in the Elementary and Secondary Education Act (ESEA), 20 United States Code 6316 and 34 Code of Federal Regulations, Section 200.48.


Guidance

The cut-off date for the number of students reported was January 15, 2014.


California Department of Education (CDE) Program Staff Contact

Jacqueline Matranga
Education Programs Consultant
District Innovation and Improvement Office
jmatranga@cde.ca.gov
916-445-4905

Jane Liang
Education Programs Consultant
District Innovation and Improvement Office
jliang@cde.ca.gov
916-319-0259


Procedures
Activities
Step Action Program Instructions
1 Enter the Number of Students Applying for Choice in PI schools Year 1 and beyond to a non-PI school during the 201314 school year under the Choice requirements of the ESEA or under a local or state School Choice program. If the LEA has no students who applied for Choice in the 201314 school year, provide an explanation in the Activities Comment box.
2 Enter the Number of Students who Transferred to Attend a Non-PI School under ESEA from PI schools Year 1 and beyond in the 201314 school year under the Choice requirements of the ESEA.

The number of students who transferred cannot be larger than the number of students who applied in step 1.

3 Enter the Number of Students who Transferred to Attend a Non-PI School under a Local or State School Choice Program from PI schools Year 1 and beyond in the 201314 school year. A local or state school choice program may include such programs as district open enrollment, parent empowerment act, magnet schools, alternative schools of choice, unsafe school choice options, etc. The school of Choice cannot be in PI.
4 Enter the Number of Students who applied for SES in the 201314 school year under the SES requirements of the ESEA. LEAs that have been granted a waiver by the State Board of Education (SBE) to provide SES in PI Year 1 schools in addition to Choice can include student participating numbers and funds expended and encumbered towards meeting the 20 percent obligation in the 201314 school year. In addition, PI Year 1 schools that are providing SES instead of Choice due to lack of capacities can also include student participation numbers and funds expended and encumbered for providing SES and count the funds toward meeting the 20 percent obligation.
5 Enter the Number of Students who Received SES in the 201314 school year under the SES requirements of the ESEA.

LEAs that have been granted a waiver by the SBE to provide SES in PI Year 1 schools in addition to Choice can include student participating numbers and funds expended and encumbered towards meeting the 20 percent obligation in the 201314 school year. In addition, PI Year 1 schools that are providing SES instead of Choice due to lack of capacities can also include student participation numbers and funds expended and encumbered for providing SES and count the funds toward meeting the 20 percent obligation.

Error Message: The number of students who received SES services cannot be greater than the number of students who applied.

Reason: The number of students who received SES services cannot be greater than the number of students who applied.

6 Provide an explanation in the Activities Comment box, if the LEA has no eligible students who applied for or received SES. Error Message: A comment is required clarifying why no program improvement activities have occurred.

Reason: If the sum of all activities is zero the LEA is required to provide a comment.

The following steps are for completing the Expenditures and Encumbrances section.

Step Action Program Instructions
1 Enter the Choice Transportation using Title I Part A Funds the LEA expended and encumbered for transportation costs for eligible students who transferred from PI schools Year 1 and beyond to non-PI schools under the Choice requirements of the ESEA in the 201314 school year. If the LEA has not incurred any expenditure or has not encumbered any funds for transportation costs but the LEA does have students who transferred from PI schools to non-PI schools, the LEA must provide an explanation in the Expenditures Comment box.
2 Enter the Choice Transportation using Non-Title I Part A Funds the LEA expended and encumbered for transportation costs for eligible students who transferred from PI schools Year 1 and beyond to non-PI schools under the Choice requirements of the ESEA in the 201314school year. Provide the Choice Transportation using Non-Title I Part A Funds the LEA expended and encumbered for transportation costs for eligible students who transferred from PI schools Year 1 and beyond to non-PI schools under the Choice requirements of the ESEA in the 201314 school year.
3 Enter the SES using Title I Part A Funds the LEA expended and encumbered to pay for approved providers that provided or are providing SES to eligible students in PI schools Year 2 and beyond in the 201314 school year. LEAs that have been granted a waiver by the SBE to provide SES in PI Year 1 schools in addition to Choice can include student participating numbers and funds expended and encumbered toward meeting the 20 percent obligation in the 201314 school year. In addition, PI Year 1 schools that are providing SES instead of Choice due to lack of capacities can also include student participation numbers and funds expended and encumbered for providing SES and count the funds toward meeting the 20 percent obligation.
4 Enter the SES using Non-Title I Part A Funds the LEA expended and encumbered to pay for approved providers that provided or are providing SES to eligible students in PI schools Year 2 and beyond in the 201314 school year. Provide the SES using Non-Title I Part A Funds the LEA expended and encumbered to pay for approved providers that provided or are providing SES to eligible students in PI schools Year 2 and beyond in the 201314 school year.
5 Enter the Parent Outreach using Title I Part A Funds for Choice and SES. To count such funds towards meeting the 20 percent obligation LEAs are allowed up to an amount equal to 0.2 percent of their 201314 Title I Part A allocation (equal to 1 percent of its 20 percent obligation).
6 Enter the Parent Outreach using Non-Title I Part A Funds for Choice and SES. Provide the Parent Outreach using Non-Title I Part A Funds for Choice and SES.

Preloaded Data

Total Expenditures and Encumbrance using Title I Part A Funds: Displayed data calculated by adding together the Title I Part A Choice Transportation, SES and Parent Outreach expenditures and encumbrances.

Total Expenditures and Encumbrance using Non-Title I Part A Funds: Displayed data calculated by adding together the non-Title I Part A Choice Transportation, SES and Parent Outreach expenditures and encumbrances.
Step Action Program Instructions
7 Provide an explanation in the Expenditures Comment box if the LEA has not incurred any expenditure or has not encumbered any funds to pay approved SES providers, but the LEA does have students who received or are receiving SES in the 201314 school year.

Error Message: A comment is required clarifying why no program improvement expenditures or encumbrances have occurred.

Reason: If the sum of all Title I and non-Title I expenditures is zero the LEA is required to provide a comment.


Error Messages
Error Message Resolution
The number of students who received SES services cannot be greater than the number of students who applied. The number of students who received SES services cannot be greater than the number of students who applied.
A comment is required clarifying why no program improvement activities have occurred. If the sum of all activities is zero the LEA is required to provide a comment.
A comment is required clarifying why no program improvement expenditures or encumbrances have occurred. If the sum of all Title I and non-Title I expenditures is zero the LEA is required to provide a comment.

At least one student received Choice. Choice transportation expenditures are zero.

This will be reviewed by CDE program staff to determine reasonableness.
At least one student applied for or received SES. SES expenditures cannot be zero. At least one student applied for or received SES. SES expenditures cannot be zero.
Choice transportation expenditures are greater than zero. Students who applied for or received Choice is zero. No students applied for or received Choice. Choice transportation expenditures should not be greater than zero.
SES expenditures are greater than zero. Students who applied for or received SES is zero. No students applied for or received SES. SES expenditures should not be greater than zero.
Students who applied for SES only applies to LEAs with PI Schools in year 2 or higher. Students who applied for SES only applies to LEAs with PI Schools in year 2 or higher.

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Questions:   ConApp Support Desk | conappsupport@cde.ca.gov | 916-319-0297
Last Reviewed: Friday, October 23, 2015

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