Skip to main content
California Department of Education Logo

Federal Stimulus Annual Reporting Help Page

Annual reporting help for federal stimulus funding.

The U.S. Congress has passed three federal stimulus funding relief packages in response to the Novel Coronavirus Disease 2019 (COVID-19). The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. The Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSA Act) was enacted on December 27, 2020. The American Rescue Plan (ARP) Act was signed into law on March 11, 2021.

The Federal Stimulus Funding Reporting application was created by the California Department of Education (CDE) to gather required data for purposes of state and federal report on CARES Act, CRRSA Act, ARP Act, and other COVID-19 related funds. Local educational agencies (LEAs) must report on these funds within the Federal Stimulus Funding Reporting Application.

For an introduction to Annual Reporting, please see the Year 2 ESSER/GEER Annual Reporting Webinar PowerPoint (PPTX).

For blank templates of required reports for preparation purposes only, please see the resources below. The required information must be submitted within the Federal Stimulus Funding Reporting Application.

CDE Year 2 ESSER Annual Report Template (DOCX)

CDE Year 2 GEER Annual Report Template (DOCX)

This help page is for the annual reporting of Federal Stimulus funds. Please see the Federal Stimulus Quarterly Reporting Help Page for more information on the quarterly reports.

Back to Federal Stimulus Funding home page

ESSER Funds Annual Reporting Overview | General ESSER Information Collection | ESSER I Fund Annual Reporting | ESSER II Fund Annual Reporting | ESSER III Fund Annual Reporting | GEER Fund Annual Reporting

ESSER Funds Annual Reporting Overview

The Elementary and Secondary School Emergency Relief (ESSER) I Fund is a subset of the federal Education Stabilization Fund and was created by the CARES Act. Pursuant to Section 18003 of the CARES Act, funding is allocated to states based on their share of Title I of the Elementary and Secondary Education Act of 1965 (ESEA) funding in fiscal year 2019–20.

The ESSER II Fund was created by the CRRSA Act as part of an additional appropriation to the Education Stabilization Fund. Pursuant to Section 313 of the CRRSA Act, funding is allocated to states based on their share of Title I of the ESEA funding in fiscal year 2020–21.

The ESSER III Fund was created by the ARP Act. Pursuant to Section 2001 of the ARP Act, funding is allocated to states based on their share of Title I of the ESEA funding in fiscal year 2020–21. Pursuant to the requirements of Section 2001 (e) of the ARP Act, LEAs must reserve at least 20% of their funding to address learning loss, and may use any remaining funds for purposes specified in Section 2001 (e)(1).

Not less than 90 percent of each of the funds received by the state must be disbursed to local LEAs in proportion to the funds received under Part A of Title I of ESEA. This is referred to as the Mandatory Subgrant, and is reflected in the following resource codes:

  • ESSER I, Resource Code 3210
  • ESSER II, Resource Code 3212
  • ESSER III, Resource Codes 3213 and 3214 (20% set aside to address learning loss)

The remaining funds are known as the state educational agency (SEA) Reserve, and may be allocated at the state’s discretion. The 2020–21 Budget Act appropriated $112.2 million of the ESSER I SEA Reserve to increase reimbursement for meals served between March 2020 and August 2020, inclusive, at a rate not to exceed an additional $0.75 per meal. The Budget Act appropriated $45 million for the California Community Schools Partnership Program.

The 2021–22 Budget Act appropriated $670,963,000 of the ESSER II SEA Reserve to partially fund the Expanded Learning Opportunities Grant (ELO-G). The 2021–22 Budget Act additionally appropriated $437,067,000 of the ESSER III SEA Reserve for emergency needs and $753,444,000 of the ESSER III SEA reserve for learning loss to partially fund the ELO-G. These funds are reflected in the following resource codes:

  • ELO-G ESSER II SEA Reserve, Resource Code 3216
  • ELO-G ESSER III SEA Reserve- Emergency Needs, Resource Code 3218
  • ELO-G ESSER III SEA Reserve- Learning Loss, Resource Code 3219

Additional information about each of the ESSER funds, including preliminary allocations, may be found at the ESSER I web page, the ESSER II section of the CRRSA Act Funding web page, and the ESSER III section of the ARP Act Funding web page.

All following information is relevant to Year 2 of the ESSER Annual Report open in May 2022, adapted to align with changes to reporting requirements from the U.S. Department of Education (ED). To reference instructions provided for the Year 1 ESSER Annual Report that occurred in 2021, please visit the Year 1 ESSER I Fund Annual Reporting web page.

General ESSER Information Collection

This collection will gather information across the three ESSER funds, or information not specific to an ESSER fund. To access this collection, please enter the same password used to access the Stimulus Funding Reporting Portal.

Please note: the full collection must be submitted for data to be saved. Do not close the website until you have reached the end and submitted the collection. Progress on each screen will not be saved until the full collection is submitted.

Overview Section

Maintaining Safe In-Person Instruction

Select either “Yes” or “No” to indicate if any ESSER funds were used for each of the following during the applicable reporting period: promoting vaccination, consistent and correct mask use, physical distancing, screening testing to promptly identify cases, clusters, and outbreaks, ventilation, handwashing and respiratory etiquette, staying home when sick and getting tested, contact tracing, and cleaning and disinfecting. A response must be selected from each row to save data.

Note: “ESSER funds” refers to ESSER I (Resource Code 3210), ESSER II (Resource Code 3212), ESSER III (Resource Codes 3213 and 3214), ESSER I SEA Reserve funds, ELO-G ESSER II SEA Reserve funds (Resource Code 3216), ELO-G ESSER III SEA Reserve- Emergency Needs funds (Resource Code 3218), or ELO-G ESSER III SEA Reserve- Learning Loss funds (Resource Code 3219). For the ESSER Fund Annual Report Year 2, please consider only ESSER I expenditures that occurred October 1, 2020 – June 30, 2021 and ESSER II and/or ESSER III expenditures that occurred March 13, 2020 – June 30, 2021. Please mark “Yes” only if ESSER funds were expended on the activity.

Home Internet Access

Select either “Yes” or “No” to indicate if any ESSER funds were used to provide home internet access for any students in the applicable reporting period. Examples of providing home internet access may include mobile hotspots with paid data plans, internet connected devices with paid data plans, paying for the cost of home internet subscriptions for students, providing home internet access through an LEA-managed wireless network, or others. A response must be selected to save data.

Note: “ESSER funds” refers to ESSER I (Resource Code 3210), ESSER II (Resource Code 3212), ESSER III (Resource Codes 3213 and 3214), ESSER I SEA Reserve funds, ELO-G ESSER II SEA Reserve funds (Resource Code 3216), ELO-G ESSER III SEA Reserve- Emergency Needs funds (Resource Code 3218), or ELO-G ESSER III SEA Reserve- Learning Loss funds (Resource Code 3219). For ESSER I, please consider only expenditures that occurred October 1, 2020 – June 30, 2021. For ESSER II and ESSER III, please consider expenditures that occurred March 13, 2020 – June 30, 2021. Please mark “Yes” only if ESSER funds were expended on the activity.

Also note: selecting “Yes” to this question will generate an additional question on future screens to collect information on the types of home internet access supports the LEA provided.

Reengaging Students

Select either “Yes” or “No” to indicate if the LEA made efforts to reengage students with poor attendance or participation, regardless of whether any ESSER funds were expended toward this purpose. Such efforts may include direct outreach to families, engaging the school district homeless liaison, partnering with community-based organizations, offering home internet service and/or devices, implementing new curricular strategies to improve student engagement, offering credit recovery and/or acceleration strategies. A response must be selected to save data.

Please note: selecting “Yes” to this question will generate an additional question on future screens to collect information on the types of activities performed toward this purpose.

Allocation of Resources

Select either “Yes” or “No” to indicate if the LEA allocated some portion of ESSER funds to schools during the applicable reporting period. A response must be selected to save data.

Note: “ESSER funds” refers to ESSER I (Resource Code 3210), ESSER II (Resource Code 3212), ESSER III (Resource Codes 3213 and 3214), ESSER I SEA Reserve funds, ELO-G ESSER II SEA Reserve funds (Resource Code 3216), ELO-G ESSER III SEA Reserve- Emergency Needs funds (Resource Code 3218), or ELO-G ESSER III SEA Reserve- Learning Loss funds (Resource Code 3219). For ESSER I, please consider only expenditures that occurred October 1, 2020 – June 30, 2021. For ESSER II and ESSER III, please consider expenditures that occurred March 13, 2020 – June 30, 2021.

Also note: selecting “Yes” to this question will generate an additional question on future screens to collect information on the allocation methods for allocating ESSER funds to schools.

Home Internet Access

Please note: this section of the report is only visible if “Yes” was selected for the Home Internet Access question within the Overview section.

Select either “Yes” or “No” to indicate if the LEA expended any ESSER funds on each of the following types of home internet services during the applicable reporting period:

  1. Mobile hotspots with paid data plans,
  2. Internet connected devices with paid data plans,
  3. Paying for the cost of home internet subscriptions for students,
  4. Providing home internet access through an LEA-managed wireless network, and
  5. Other (optional, please specify)

A response must be selected for each row A-D. If the LEA made “other” purchases to support home internet access that do not align with categories A-D, please provide a brief description in row E. This field is limited to 1,500 characters. If the LEA did not make “other” purchases to support home internet access, please leave row E blank.

Note: “ESSER funds” refers to ESSER I (Resource Code 3210), ESSER II (Resource Code 3212), ESSER III (Resource Codes 3213 and 3214), ESSER I SEA Reserve funds, ELO-G ESSER II SEA Reserve funds (Resource Code 3216), ELO-G ESSER III SEA Reserve- Emergency Needs funds (Resource Code 3218), or ELO-G ESSER III SEA Reserve- Learning Loss funds (Resource Code 3219). For ESSER I, please consider only expenditures that occurred October 1, 2020 – June 30, 2021. For ESSER II and ESSER III, please consider expenditures that occurred March 13, 2020 – June 30, 2021.

Reengaging Students Activities

Please note: this section of the report is only visible if “Yes” was selected for the Reengaging Students question within the Overview section.

Select either “Yes” or “No” to indicate if the LEA completed any of the following activities to reengage students with poor attendance or participation during the applicable reporting period, regardless of whether ESSER funds were used toward these activities:

  1. Direct outreach to families
  2. Engaging the school district/LEA homeless liaison
  3. Partnering with community-based organizations
  4. Offering home internet service and/or devices
  5. Implementing new curricular strategies to improve student engagement
  6. Offering credit recovery and/or acceleration strategies
  7. Other (optional, please specify)

A response must be selected for each row A-F in order to save data. If the LEA completed “other” activities to reengage students that do not align with activities A-F, please provide a brief description in row G. This field is limited to 1,500 characters. If the LEA did not complete “other” activities to reengage students beyond the options in rows A-F, please leave row G blank.

Allocation of Resources

Please note: this section of the report is only visible if “Yes” was selected for the Allocation of Resources question within the Overview section.

Select either “Yes” or “No” to indicate if the LEA used each of the following methods to allocate any ESSER funds to schools for the applicable reporting period. If multiple allocation methods were used, please select “Yes” for each method the LEA used:

  1. Flat amount per school or per pupil
  2. Number or proportion of students at the school with specific curricular needs, such as students with disabilities or English language learners
  3. Number or proportion of students at the school who are eligible for Free or Reduced-Price Lunch and/or other indicators of low-income background
  4. Measure(s) of lost instructional time (“learning loss”)
  5. Stakeholder or community input
  6. Title I status
  7. Other (optional, please specify)

A response must be selected for each row A-F in order to save data. If the LEA used “other” methods to allocate ESSER funds that do not align with activities A-F, please provide a brief description in row G. This field is limited to 1,500 characters. If the LEA did not use “other” allocation methods beyond the options in rows A-F, please leave row G blank.

Note: “ESSER funds” refers to ESSER I (Resource Code 3210), ESSER II (Resource Code 3212), ESSER III (Resource Codes 3213 and 3214), ESSER I SEA Reserve funds, ELO-G ESSER II SEA Reserve funds (Resource Code 3216), ELO-G ESSER III SEA Reserve- Emergency Needs funds (Resource Code 3218), or ELO-G ESSER III SEA Reserve- Learning Loss funds (Resource Code 3219). For ESSER I, please consider only expenditures that occurred October 1, 2020 – June 30, 2021. For ESSER II and ESSER III, please consider expenditures that occurred March 13, 2020 – June 30, 2021.

Full-Time Equivalent (FTE) Counts

Provide the number of FTE positions (to the nearest hundredth) for the LEA as of the listed dates in the chart. The number of positions should be for all staff, regardless of the funding source for the position. The FTE number should equal the sum of the number of full-time positions plus the full-time equivalent of the number of part-time positions. Example: 100 full-time positions plus 50 positions with 0.5 FTE= 125.00.

Data reported during the previous year’s ESSER Annual Report have been pre-populated but may be revised. Please review the pre-populated data (if applicable) and make adjustments if needed. If data has not been pre-populated, this indicates data was not entered in the previous year and must be reported this year. All fields must include a response in order to save data and move to the next screen.

Contact Information

Primary Contact

Please enter the First name, Last name, Title, e-mail address, and phone number for the person submitting the report on behalf of the LEA. If CDE has questions about the submitted information, this is who will be contacted for clarification on the report.

Secondary (Optional) Contact

If more than one person is completing this report, please provide the First name, Last name, Title, e-mail address, and phone number of the second person supporting report completion. If CDE cannot reach the primary contact, the secondary contact will be contacted.

If there is no secondary contact, please leave these fields blank.

Finishing the Collection

Click “Submit” to submit the data entered on the previous screens. Click “Previous” to return to previous screens and edit responses. Do not close the website before completing all fields and clicking “Submit.” Data entered on previous screens will only be saved if this full collection is submitted. If prompted by a pop-up that reads “Do you want to submit your data?” click “OK” to submit or “Cancel” to review responses.

After submitting, a Submission Record page appears. Please review all responses to confirm accuracy. If any responses need to be edited, please click the “Edit Data” button. There is also a “Print Data” button to allow the submitted responses to be saved for record-keeping purposes.

To return to the ESSER Annual Report menu, please click “Click here to return to the ESSER Annual Data Collection menu in the Stimulus Funding Reporting Portal.”

It is possible to confirm if a completed collection was saved at any time by confirming there is a date submitted under the “Submission Status” column within the ESSER Annual Data Collections menu. Responses can be reviewed or edited any time before the due-by-date by clicking “Review Submission.”

Please note: all collections must be submitted for the ESSER Annual Report to be considered complete.

ESSER I, Resource Code 3210

This collection will gather expenditure information for the ESSER I, Resource Code 3210 fund during the applicable reporting period. For the ESSER Fund Annual Report Year 2, please consider only expenditures and planned uses of funds that occurred October 1, 2020 – June 30, 2021. To access this collection, please enter the same password used to access the Stimulus Funding Reporting Portal.

Please note: the full collection must be submitted for data to be saved. Do not close the website until you have reached the end and submitted the collection. Progress on each screen will not be saved until the full collection is submitted.

ESSER I: Use of Funds Details

Provide the amount of LEA expenditures by ESSER I Subgrant fund and activity

The “Total Amount Awarded to the LEA for ESSER I” refers to the LEA’s ESSER I, Resource Code 3210 allocation as of June 30, 2021. The “Total Expenditures Reported in Year 1” refers to the expenditures reported in the previous ESSER I annual report.

For each of the expenditure categories, enter the amount of ESSER I, Resource Code 3210 funds expended during the applicable reporting period. The value may be entered to include a decimal to indicate both dollars and cents. The platform will not allow the inclusion of commas.

For the ESSER I Fund Annual Report Year 2, please consider only expenditures that occurred October 1, 2020 – June 30, 2021.

Each expenditure should be reported ONLY ONCE. The sum of all reported expenditures should equal the total ESSER I, Resource Code 3210 funds expended during this reporting period. The reported sum must be less than or equal to the amount awarded minus previous ESSER I expenditures from the Year 1 ESSER Annual Report.

Please see below for examples of activities within each of the four general allowable use categories:

  1. Addressing Physical Health and Safety
    • Building and facilities upgrades and maintenance, including ventilation systems and new construction
    • Assistance with meals for students
    • Cleaning and/or sanitization supplies
    • Temporary classroom space to support social distancing
    • Temporary or additional transportation services to support social distancing to and from school
    • Capacity-building to improve disaster preparedness and response efforts, including coordination with State, local, Tribal, and territorial public health departments, and other relevant agencies to improve coordinated responses to prevent, prepare for, or respond to the COVID-19
    • Other health protocols not listed above and aligned to guidance from the Centers for Disease Control and Prevention (CDC) such as vaccines for staff and/or students, COVID-19 testing for staff and/or students, contact-tracing, masks
  2. Meeting Students’ Academic, Social, Emotional, and Other Needs (Excluding Mental Health Supports)
    • Extended learning and/or summer learning (Please note: for the purpose of this reporting, summer learning is defined as evidence-based interventions and/or enrichment programs that support accelerated learning in the core curriculum based on the State’s challenging academic standards during the summer months.)
    • High-dosage intensive tutoring (Please note: for the purpose of this reporting, high-dosage intensive tutoring is defined as voluntary intensive tutoring aligned with an evidence-based core curriculum and led by highly trained tutors or certified teachers that occurs one-to-one or in very small groups at least 3 days per week on a sustained basis to help students accelerate their learning in the core curriculum based on the State’s challenging academic standards.)
    • Additional staffing and/or activities to identify and/or respond to unique student needs and/or provide targeted support for underserved student groups, including each major racial and ethnic group, children from low-income families, children with disabilities, English learners, LGBTQ+ students, migratory students, students experiencing homelessness, youth in foster care, and other groups disproportionately impacted by the pandemic that have been identified by the SEA
    • Universal screening, academic assessments, and intervention data systems, such as early warning systems and/or opportunities to learn data systems
    • Improved coordination of services for students with multiple types of needs, such as full-service community schools or improved coordination with partner agencies, such as the foster care services
    • Early Childhood Programs
    • Hardware and software
    • Wi-Fi, broadband, or other connectivity
    • Curriculum adoption and learning materials
    • Core staff capacity building / training to increase instructional quality and advance equity
    • Investments in talent pipelines for teachers and/or classified staff
    • Social Emotional Learning (SEL) activities conducted by non-licensed practitioners or professionals
  3. Mental Health Supports for Students and Staff
    • Relevant expenditures must be related to services provided by a licensed mental health practitioner or professional, including psychologists and psychotherapists
    • Additional staffing and/or activities to assess and support social-emotional well-being, including mental health, for students, educators, and/or families
  4. Operational Continuity and Other Allowed Uses
    • Any activity not described above that is authorized by the McKinney-Vento Homeless Assistance Act
    • Any activity not described above that is authorized by the Elementary and Secondary Education Act of 1965
    • Any activity not described above that is authorized by the Individuals with Disabilities Education Act
    • Any activity not described above that is authorized by the Adult Education and Family Literacy Act
    • Any activity not described above that is authorized by the Carl D. Perkins Career and Technical Education Act of 2006
    • Other activities not described above that are necessary to maintain the operation of and continuity of services in local educational agencies and continuing to employ existing staff of the local educational agency

For definitions of sub-activities A-I within each of the four general expenditure categories, please review the Account Classification Descriptions for Financial Accounting for Local and State School Systems Objects 100-490 External link opens in new window or tab. and Objects 500-960 External link opens in new window or tab. published by the National Center for Education Statistics (NCES).

Planned Uses of Remaining ESSER I Funds

The “Total amount remaining for ESSER I (calculated based on Award amount and above Expenditures)” field shows the total amount of ESSER I, Resource Code 3210 funds remaining as of the end of the applicable reporting period, based on the Award amount minus Year 1 expenditures and the Year 2 October 1, 2020 – June 30, 2021 reported expenditures.

Provide the percentage of remaining funds planned for the four general expenditure categories as of June 30, 2021 (the end of the applicable reporting period). Enter percentages as whole numbers without decimals, commas, or other punctuation.

For examples of allowable activities within each of the four general allowable use categories, please see the subsection directly above this one in this Annual Report Help Page called “Provide the amount of the LEA expenditures by ESSER I Subgrant fund and activity.”

Finishing the Collection

Click “Submit” to submit the data entered on the previous screens. Click “Previous” to return to previous screens and edit responses. Do not close the website before completing all fields and clicking “Submit.” Data entered on previous screens will only be saved if this full collection is submitted. If prompted by a pop-up that reads “Do you want to submit your data?” click “OK” to submit or “Cancel” to review responses.

After submitting, a Submission Record page appears. Please review all responses to confirm accuracy. If any responses need to be edited, please click the “Edit Data” button. There is also a “Print Data” button to allow the submitted responses to be saved for record-keeping purposes.

To return to the ESSER Annual Report menu, please click “Click here to return to the ESSER Annual Data Collection menu in the Stimulus Funding Reporting Portal.”

It is possible to confirm if a completed collection was saved at any time by confirming there is a date submitted under the “Submission Status” column within the ESSER Annual Data Collections menu. Responses can be reviewed or edited any time before the due-by-date by clicking “Review Submission.”

Please note: all collections must be submitted for the ESSER Annual Report to be considered complete.

ESSER II, Resource Code 3212

This collection will gather expenditure information for the ESSER II, Resource Code 3212 fund during the applicable reporting period. For the ESSER Fund Annual Report Year 2, please consider only expenditures and planned uses of funds that occurred March 13, 2020 – June 30, 2021. To access this collection, please enter the same password used to access the Stimulus Funding Reporting Portal.

Please note: the full collection must be submitted for data to be saved. Do not close the website until you have reached the end and submitted the collection. Progress on each screen will not be saved until the full collection is submitted.

ESSER II: Use of Funds Details

Provide the amount of LEA expenditures by ESSER II Subgrant fund and activity

The “Total Amount Awarded to the LEA for ESSER II” refers to the LEA’s ESSER II, Resource Code 3212 allocation as of June 30, 2021.

For each of the expenditure categories, enter the amount of ESSER II, Resource Code 3212 funds expended during the applicable reporting period. The value may be entered to include a decimal to indicate both dollars and cents. The platform will not allow the inclusion of commas.

For the ESSER Fund Annual Report Year 2, please consider only expenditures that occurred March 13, 2020 – June 30, 2021.

Each expenditure should be reported ONLY ONCE. The sum of all reported expenditures should equal the total ESSER II, Resource Code 3212 funds expended during this reporting period. The reported sum must be less than or equal to the amount awarded.

Please see below for examples of activities within each of the four general allowable use categories:

  1. Addressing Physical Health and Safety
    • Building and facilities upgrades and maintenance, including ventilation systems and new construction
    • Assistance with meals for students
    • Cleaning and/or sanitization supplies
    • Temporary classroom space to support social distancing
    • Temporary or additional transportation services to support social distancing to and from school
    • Capacity-building to improve disaster preparedness and response efforts, including coordination with State, local, Tribal, and territorial public health departments, and other relevant agencies to improve coordinated responses to prevent, prepare for, or respond to the COVID-19
    • Other health protocols not listed above and aligned to guidance from the Centers for Disease Control and Prevention (CDC) such as vaccines for staff and/or students, COVID-19 testing for staff and/or students, contact-tracing, masks
  2. Meeting Students’ Academic, Social, Emotional, and Other Needs (Excluding Mental Health Supports)
    • Extended learning and/or summer learning (Please note: for the purpose of this reporting, summer learning is defined as evidence-based interventions and/or enrichment programs that support accelerated learning in the core curriculum based on the State’s challenging academic standards during the summer months.)
    • High-dosage intensive tutoring (Please note: for the purpose of this reporting, high-dosage intensive tutoring is defined as voluntary intensive tutoring aligned with an evidence-based core curriculum and led by highly trained tutors or certified teachers that occurs one-to-one or in very small groups at least 3 days per week on a sustained basis to help students accelerate their learning in the core curriculum based on the State’s challenging academic standards.)
    • Additional staffing and/or activities to identify and/or respond to unique student needs and/or provide targeted support for underserved student groups, including each major racial and ethnic group, children from low-income families, children with disabilities, English learners, LGBTQ+ students, migratory students, students experiencing homelessness, youth in foster care, and other groups disproportionately impacted by the pandemic that have been identified by the SEA
    • Universal screening, academic assessments, and intervention data systems, such as early warning systems and/or opportunities to learn data systems
    • Improved coordination of services for students with multiple types of needs, such as full-service community schools or improved coordination with partner agencies, such as the foster care services
    • Early Childhood Programs
    • Hardware and software
    • Wi-Fi, broadband, or other connectivity
    • Curriculum adoption and learning materials
    • Core staff capacity building / training to increase instructional quality and advance equity
    • Investments in talent pipelines for teachers and/or classified staff
    • Social Emotional Learning (SEL) activities conducted by non-licensed practitioners or professionals
  3. Mental Health Supports for Students and Staff
    • Relevant expenditures must be related to services provided by a licensed mental health practitioner or professional, including psychologists and psychotherapists
    • Additional staffing and/or activities to assess and support social-emotional well-being, including mental health, for students, educators, and/or families
  4. Operational Continuity and Other Allowed Uses
    • Any activity not described above that is authorized by the McKinney-Vento Homeless Assistance Act
    • Any activity not described above that is authorized by the Elementary and Secondary Education Act of 1965
    • Any activity not described above that is authorized by the Individuals with Disabilities Education Act
    • Any activity not described above that is authorized by the Adult Education and Family Literacy Act
    • Any activity not described above that is authorized by the Carl D. Perkins Career and Technical Education Act of 2006
    • Other activities not described above that are necessary to maintain the operation of and continuity of services in local educational agencies and continuing to employ existing staff of the local educational agency

For definitions of sub-activities A-I within each of the four general expenditure categories, please review the Account Classification Descriptions for Financial Accounting for Local and State School Systems Objects 100-490 External link opens in new window or tab. and Objects 500-960 External link opens in new window or tab. published by the NCES.

Planned Uses of Remaining ESSER II Funds

The “Total amount remaining for ESSER II (calculated based on Award amount and above Expenditures)” field shows the total amount of ESSER II, Resource Code 3212 funds remaining as of the end of the applicable reporting period, based on the Award amount minus the reported expenditures from March 13, 2020 – June 30, 2021.

Provide the percentage of remaining funds planned for the four general expenditure categories as of June 30, 2021 (the end of the applicable reporting period). Enter percentages as whole numbers without decimals, commas, or other punctuation.

For examples of allowable activities within each of the four general allowable use categories, please see the subsection directly above this one in this Annual Report Help Page called “Provide the amount of the LEA expenditures by ESSER II Subgrant fund and activity.”

Finishing the Collection

Click “Submit” to submit the data entered on the previous screen. Click “Previous” to return to previous screen and edit responses. Do not close the website before completing all fields and clicking “Submit.” Data entered on previous screens will only be saved if this full collection is submitted. If prompted by a pop-up that reads “Do you want to submit your data?” click “OK” to submit or “Cancel” to review responses.

After submitting, a Submission Record page appears. Please review all responses to confirm accuracy. If any responses need to be edited, please click the “Edit Data” button. There is also a “Print Data” button to allow the submitted responses to be saved for record-keeping purposes.

To return to the ESSER Annual Report menu, please click “Click here to return to the ESSER Annual Data Collection menu in the Stimulus Funding Reporting Portal.”

It is possible to confirm if a completed collection was saved at any time by confirming there is a date submitted under the “Submission Status” column within the ESSER Annual Data Collections menu. Responses can be reviewed or edited any time before the due-by-date by clicking “Review Submission.”

Please note: all collections must be submitted for the ESSER Annual Report to be considered complete.

ESSER III, Resource Codes 3213 and 3214

This collection will gather expenditure information for the ESSER III, Resource Codes 3213 and 3214 funds during the applicable reporting period. For the ESSER Fund Annual Report Year 2, please consider only expenditures and planned uses of funds that occurred March 13, 2020 – June 30, 2021. To access this collection, please enter the same password used to access the Stimulus Funding Reporting Portal.

Please note: the full collection must be submitted for data to be saved. Do not close the website until you have reached the end and submitted the collection. Progress on each screen will not be saved until the full collection is submitted.

ESSER III: Use of Funds Details

Provide the amount of LEA expenditures by ESSER III Subgrant fund and activity

The "Amount awarded to the LEA for ESSER III, Resource Code 3213” refers to the 80% of the LEA’s ESSER III allocation that may be used toward any ESSER allowable use category. The “Amount awarded to the LEA for ESSER III, Resource Code 3214” refers to the 20% of the LEA’s ESSER III allocation that must be used to address the impact of lost instructional (“learning loss”). The “Total Amount Awarded to the LEA for ESSER III” refers to the LEA’s total ESSER III allocation, combining Resource Codes 3213 and 3214, as of June 30, 2021.

For each of the expenditure categories in the first column “Amount Expended by Activity (Resource Code 3213),” enter the amount of ESSER III, Resource Code 3213 funds expended during the applicable reporting period. The value may be entered to include a decimal to indicate both dollars and cents. The platform will not allow the inclusion of commas. Each expenditure should be reported ONLY ONCE. The sum of these expenditures must be less than or equal to the ESSER III, Resource Code 3213 amount awarded.

For each of the expenditure categories in the second column “Total Amount Expended toward required set-aside to address learning loss (Resource Code 3214),” enter the amount of ESSER III, Resource Code 3214 funds expended during the applicable reporting period. The value may be entered to include a decimal to indicate both dollars and cents. The platform will not allow the inclusion of commas. Each expenditure should be reported ONLY ONCE. The sum of these expenditures must be less than or equal to the ESSER III, Resource Code 3214 amount awarded.

These two columns (“Amount Expended by Activity (Resource Code 3213)” and “Total Amount Expended toward required set-aside to address learning loss (Resource Code 3214)”) should sum to the total ESSER III mandatory subgrant expenditures. That is, every ESSER III mandatory subgrant expenditure should be counted in either of these columns, but not both. The reported sum of both columns must be less than or equal to the total ESSER III, Resource Codes 3213 and 3214 amount awarded.

Expenditures in the second, set-aside column may possibly not sum to 20% of the total ESSER III award in this reporting period. LEAs must expend at least 20% of the ESSER III mandatory subgrant award toward the required set-aside by the time the LEA’s subaward is liquidated, not necessarily each reporting period.

For the ESSER Fund Annual Report Year 2, please consider only expenditures that occurred March 13, 2020 – June 30, 2021.

Please see below for examples of activities within each of the four general allowable use categories:

  1. Addressing Physical Health and Safety
    • Building and facilities upgrades and maintenance, including ventilation systems and new construction
    • Assistance with meals for students
    • Cleaning and/or sanitization supplies
    • Temporary classroom space to support social distancing
    • Temporary or additional transportation services to support social distancing to and from school
    • Capacity-building to improve disaster preparedness and response efforts, including coordination with State, local, Tribal, and territorial public health departments, and other relevant agencies to improve coordinated responses to prevent, prepare for, or respond to the COVID-19
    • Other health protocols not listed above and aligned to guidance from the Centers for Disease Control and Prevention (CDC) such as vaccines for staff and/or students, COVID-19 testing for staff and/or students, contact-tracing, masks
  2. Meeting Students’ Academic, Social, Emotional, and Other Needs (Excluding Mental Health Supports)
    • Extended learning and/or summer learning (Please note: for the purpose of this reporting, summer learning is defined as evidence-based interventions and/or enrichment programs that support accelerated learning in the core curriculum based on the State’s challenging academic standards during the summer months.)
    • High-dosage intensive tutoring (Please note: for the purpose of this reporting, high-dosage intensive tutoring is defined as voluntary intensive tutoring aligned with an evidence-based core curriculum and led by highly trained tutors or certified teachers that occurs one-to-one or in very small groups at least 3 days per week on a sustained basis to help students accelerate their learning in the core curriculum based on the State’s challenging academic standards.)
    • Additional staffing and/or activities to identify and/or respond to unique student needs and/or provide targeted support for underserved student groups, including each major racial and ethnic group, children from low-income families, children with disabilities, English learners, LGBTQ+ students, migratory students, students experiencing homelessness, youth in foster care, and other groups disproportionately impacted by the pandemic that have been identified by the SEA
    • Universal screening, academic assessments, and intervention data systems, such as early warning systems and/or opportunities to learn data systems
    • Improved coordination of services for students with multiple types of needs, such as full-service community schools or improved coordination with partner agencies, such as the foster care services
    • Early Childhood Programs
    • Hardware and software
    • Wi-Fi, broadband, or other connectivity
    • Curriculum adoption and learning materials
    • Core staff capacity building / training to increase instructional quality and advance equity
    • Investments in talent pipelines for teachers and/or classified staff
    • Social Emotional Learning (SEL) activities conducted by non-licensed practitioners or professionals
  3. Mental Health Supports for Students and Staff
    • Relevant expenditures must be related to services provided by a licensed mental health practitioner or professional, including psychologists and psychotherapists
    • Additional staffing and/or activities to assess and support social-emotional well-being, including mental health, for students, educators, and/or families
  4. Operational Continuity and Other Allowed Uses
    • Any activity not described above that is authorized by the McKinney-Vento Homeless Assistance Act
    • Any activity not described above that is authorized by the Elementary and Secondary Education Act of 1965
    • Any activity not described above that is authorized by the Individuals with Disabilities Education Act
    • Any activity not described above that is authorized by the Adult Education and Family Literacy Act
    • Any activity not described above that is authorized by the Carl D. Perkins Career and Technical Education Act of 2006
    • Other activities not described above that are necessary to maintain the operation of and continuity of services in local educational agencies and continuing to employ existing staff of the local educational agency

For definitions of sub-activities A-I within each of the four general expenditure categories, please review the Account Classification Descriptions for Financial Accounting for Local and State School Systems Objects 100-490 External link opens in new window or tab. and Objects 500-960 External link opens in new window or tab. published by the NCES.

Planned Uses of Remaining ESSER III Funds

The “Total amount remaining for ESSER III (Resource Codes 3213 and 3214 combined, calculated based on Award amount and above Expenditures)” field shows the total amount of ESSER III, Resource Codes 3213 and 3214 funds remaining as of the end of the applicable reporting period, based on the Award amount minus the reported expenditures from March 13, 2020 – June 30, 2021 in both columns.

Provide the percentage of remaining funds planned for the four general expenditure categories as of June 30, 2021 (the end of the applicable reporting period). Enter percentages as whole numbers without decimals, commas, or other punctuation.

For examples of allowable activities within each of the four general allowable use categories, please see the subsection directly above this one in this Annual Report Help Page called “Provide the amount of the LEA expenditures by ESSER III Subgrant fund and activity.”

ESSER III Mandatory Subgrants to LEAs to Address Impact of Learning Loss

“The total amount reserved by the LEA to address the impact of learning loss (Resource Code 3214)” refers to the 20% of the LEA’s allocation set-aside to address the impact of lost instructional time.

“The total expenditures of the ESSER III LEA Reserve, Resource Code 3214 in this reporting period” has been calculated based on the expenditures reported in the previous screen. If this amount does not reflect the appropriate expenditure amount for ESSER III, Resource Code 3214 for the applicable reporting period, please click “Previous” to return to the previous screen and correct the reported amounts.

For options A-M of question 1), select either “Yes” or “No” in order to indicate whether each of the activities was implemented using ESSER III, Resource Code 3214 funds. An answer must be selected for each option A-M in order to save data and move to the next screen. If the LEA implemented “other” activities using ESSER III, Resource Code 3214 funds that do not align with activities A-M, please provide a brief description in the field within option N. This field is limited to 1,500 characters. If the LEA did not implement “other” activities beyond the options A-M, please leave the field in option N blank.

Please note the following definitions from ED to be considered when determining responses for this section. These definitions should be considered only for the purposes of this reporting:

  • Summer learning or summer enrichment is defined as evidence-based interventions and/or enrichment programs that support accelerated learning in the core curriculum based on the State’s challenging academic standards during the summer months.
  • Afterschool programs are defined as voluntary programs that assist students in meeting the challenging State academic standards by providing students with academic enrichment activities and other activities during non-school hours or periods when school is not in session (not including summer months). If the program occurs during summer months, report the associated data under “summer learning or summer enrichment programs” instead.
  • Extended instructional time is defined as using a longer school day, week, or year schedule to significantly increase the total number of school hours to include additional time for a) instruction in core academic subjects including English, reading or language arts, mathematics, science, foreign languages, civics and government, economics, arts, history, and geography; and b) instruction in other subjects and enrichment in activities that contribute to a well-rounded education. Participation is considered mandatory.
  • High-dosage tutoring is defined as voluntary intensive tutoring aligned with an evidence-based core curriculum and led by highly trained tutors or certified teachers that occurs one-to-one or in very small groups at least 3 days per week on a sustained basis to help students accelerate their learning in the core curriculum based on the State’s challenging academic standards.

For question 2), please provide a specific narrative description to answer the provided question. The maximum number of characters for this field is 3,000.

Finishing the Collection

Click “Submit” to submit the data entered on the previous screen. Click “Previous” to return to previous screen and edit responses. Do not close the website before completing all fields and clicking “Submit.” Data entered on previous screens will only be saved if this full collection is submitted. If prompted by a pop-up that reads “Do you want to submit your data?” click “OK” to submit or “Cancel” to review responses.

After submitting, a Submission Record page appears. Please review all responses to confirm accuracy. If any responses need to be edited, please click the “Edit Data” button. There is also a “Print Data” button to allow the submitted responses to be saved for record-keeping purposes.

To return to the ESSER Annual Report menu, please click “Click here to return to the ESSER Annual Data Collection menu in the Stimulus Funding Reporting Portal.”

It is possible to confirm if a completed collection was saved at any time by confirming there is a date submitted under the “Submission Status” column within the ESSER Annual Data Collections menu. Responses can be reviewed or edited any time before the due-by-date by clicking “Review Submission.”

Please note: all collections must be submitted for the ESSER Annual Report to be considered complete.

GEER Fund Annual Reporting

The Governor's Emergency Education Relief (GEER) I Fund is a subset of the federal Education Stabilization Fund, and was created by the CARES Act. Pursuant to Section 18002 of the CARES Act, funding is allocated to states based on a combination of their relative population of school aged individuals and their number of children counted under section 1124(c) of the ESEA funding.

The GEER I is also one of three funding sources that make up the Learning Loss Mitigation Fund (LLMF). The LLMF was created by Sec. 110 of Senate Bill (SB) 98 (Committee on Budget and Fiscal Review, Ch. 24, Statutes of 2020) and subsequently amended by Section 59 of SB 820 (Committee on Budget and Fiscal Review, Ch. 110, Statutes of 2020). LLMF is distributed to LEAs based on three separate formulas, and is to be used for activities that directly support academic achievement and mitigate learning loss related to COVID-19 school closures. Funds may be used to support individuals served by LEAs, including, but not limited to, those enrolled in a childcare program, California state preschool program, kindergarten, any of grades 1 to 12, inclusive, and adult education programs. Funds shall be expended consistent with the purposes outlined in Section 110(d) of SB 98, as amended by SB 820.

The Resource Code for GEER I being reported is 3215.

Additional information about LLMF, including preliminary allocations, may be found at the LLMF web page.

All following information is relevant to Year 2 of the GEER Annual Report open in May 2022, adapted to align with changes to reporting requirements from the U.S. Department of Education (ED). To reference instructions provided for the Year 1 GEER Annual Report that occurred in 2021, please visit the Year 1 GEER I Fund Annual Reporting web page.

Fund Overview

Please select whether the LEA has served students and teachers in both Title I and Non-Title I schools, or only students and teachers in Title I schools, with its GEER I allocation. A response must be selected in order to save data. (Resource Code 3215)

Amounts Expended

This section contains expenditure information about the LEA’s GEER I allocation, including the number of public and non-public schools served.

Total Awarded Amount

This amount is pre-populated based on the LEA’s GEER I allocation as of June 30, 2021.

Previously Reported Expenditures

This amount is pre-populated based on the data the LEA submitted to the CDE as part of GEER Year 1 Annual reporting (March 13, 2020 – September 30, 2020). This amount is a point in time, and does not reflect any subsequent adjustments made during quarterly reporting.  

Current Amount Expended by the LEA

Indicate the dollar amount expended from October 1, 2020 – June 30, 2021 plus any additional amount expended from March 13, 2020 – September 30, 2020 that was not reported on the GEER Year 1 Annual Report. Enter the amount in whole numbers without decimals, commas, or other punctuation.

Number of Public Schools Served

Provide the number of public schools served during the reporting period of October 1, 2020 – June 30, 2021 with GEER I funds. For school districts and county offices of education (COEs), please consider each school site, including locally-funded charter schools, separately (e.g., if a district appropriated GEER I funds to 5 out of 10 school sites, enter 5). For direct-funded charter schools, please consider the charter as a single school.

Number of Non-Public Schools Served

Provide the number of non-public schools served during the reporting period of October 1, 2020 – June 30, 2021 with GEER I funds.

Use of GEER Funds

This section contains expenditure information about the LEA’s GEER I expenditures during the reporting period from October 1, 2020 – June 30, 2021.

Instructions

Please use the following guidelines when completing this section:

  • Answer each question about the use of GEER I funds. Certain responses will trigger additional follow-up.
  • The reporting period is between October 1, 2020 and June 30, 2021.If an LEA has not expended GEER I funds, the response to each question should be “No.”

Categories

The following are the reporting categories, including all additional follow-up questions (may not apply given the LEA’s uses of GEER funds). Please select “Yes” or “No” for each category to indicate whether GEER funds were used for each. A response must be selected for each category in order to save data. Please note that a text description is required if “Yes” is chosen for the options labeled “Other”:

  1. Purchasing educational technology (including hardware, software, and connectivity), which may include assistive technology or adaptive equipment:
    1. Did this LEA use GEER funds to provide home Internet access to any students:
      1. Mobile hotspots with paid data plans:
      2. Internet connected devices with paid data plans:
      3. District pays for the cost of home Internet subscription for student:
      4. District provides home Internet access through a district-managed wireless network:
      5. Other:
        • Please Describe:
  2. Activities focused specifically on addressing the unique needs of low-income children or students, children with disabilities, English learners, racial and ethnic minorities, students experiencing homelessness, and foster care youth:
  3. Providing mental health services and supports:
  4. Sanitization and minimizing the spread of infectious diseases, including cleaning supplies and staff training to address sanitization and minimizing the spread of infectious diseases:
  5. Extended learning time opportunities, including tutoring, summer learning, and supplemental afterschool programs:
  6. Other (uses of funds not included above):
    • Please Specify:

Planned Uses of Remaining Funds

Please use the following guidelines when completing this section:

  • Answer each question about the planned uses of remaining GEER I (Resource Code 3215) funds.
  • The planned uses should be based on remaining funds as of June 30, 2021.
  • The amount of remaining funds is calculated by subtracting the total of Current Amount Expended and Year 1 Expenditures from the LEA’s allocation.
  • Please use whole numbers to indicate the approximate percentage of funds planned to be expended for each category.
  • Please add a "0" for any category that does not include planned uses of GEER I funds as of June 30, 2021.
  • Please note that a text description is required if an amount other than “0” is entered for the category labeled “Percent remaining funds planned for other”.
  • The Total Percentage value of Section A must equal 100% (or 0% if the remaining funds total is 0) when you are finished

If an LEA has fully expended GEER I funds, the response to each question should be 0%. A response must be entered for each category in order to save data.

Section A Categories

  1. Percent remaining funds planned for purchasing educational technology:
  2. Percent remaining funds planned for providing mental health services and supports:
  3. Percent remaining funds planned for sanitization and minimizing the spread of infectious diseases, including cleaning supplies and staff training to address sanitization and minimizing the spread of infectious diseases:
  4. Percent remaining funds planned for extended learning time opportunities, including tutoring, summer learning, and supplemental afterschool programs:
  5. Percent remaining funds planned for other:
    • Please Specify:
  6. Percent remaining funds for use not yet determined:

Section B

Provide the total percent of remaining funds planned for activities focused specifically on addressing the unique needs of low-income children or students, children with disabilities, English learners, racial and ethnic minorities, students experiencing homelessness, and foster care youth.

Please note: This should include funds planned for purposes also included in Section A above if the planned uses are focused specifically on addressing the unique needs of low-income children or students, children with disabilities, English learners, racial and ethnic minorities, students experiencing homelessness, and foster care youth.

Contact Information

Please provide the first and last name, title, email address, telephone number, and telephone extension (if applicable) of the individual completing the report. If the CDE has a question concerning the report, the CDE will first attempt to contact the individual listed.

Finishing the Report

Once the report is complete, an LEA must save the report by clicking the “Save Data” button at the bottom of the page. If there is an issue, the reporting portal will indicate there are errors to be reviewed at the top of the webpage. If there are no errors (or any errors have been resolved), you will see the message “Your data have been saved.” At that point, the report is complete (there is no submittal button/process).

It is possible to confirm if a complete report was saved at any time by confirming there is a “Date Submitted” to the far right of the reporting link on the main page of the reporting application.

Questions:   CDE Federal Stimulus Team | EDReliefFunds@cde.ca.gov
Last Reviewed: Friday, May 06, 2022
Related Content
Recently Posted in Federal Stimulus Funding
No items posted in the last 60 days.