Instructions: Title II FY Expenditure, 36 Months
Consolidated Application, Spring Release data entry instructions for the 2018–19 Title II, Part A Fiscal Year (FY) Expenditure Report, 36 Months data collection form.Data Collection Purpose
This section is used to report the year-to-date expenditures and encumbrances for the Title II, Part A Educator Quality federal funding by activity. This expenditure reporting period is July 1, 2018 through June 30, 2021.
This data collection form will display if the local educational agency (LEA) applied for and received Title II, Part A funding.
Program Information
Each LEA that received Title II, Part A Educator Quality funding must complete this report.
Expenditures should not include prior year carryover.
For further information on allowable uses of funds, please visit the United States Code
web site.
California Department of Education (CDE) Program Staff Contact
Program Contact:
Lisa Fassett
Education Programs Consultant
Standards Implementation Support Office
lfassett@cde.ca.gov
916-323-4963
Displayed Data –Allocation and Transfers
2018–19 Title II, Part A allocation: Source data from the CDE Title II, Part A web page.
Transferred-in amount: Data displays as reported in the same fiscal year (FY) Federal Transferability data collection form.
Transferred-out amount: Data displays as reported in the same FY Federal Transferability data collection form.
2018–19 Total allocation: The allocation amount plus the transferred-in amount minus the transferred-out amount.
Procedures – Professional Development Expenditures
| Step | Action | Program Instructions |
|---|---|---|
| 1 | Enter the expenditures for Professional Development for Teachers. | Enter the expenditures, as applicable. |
| 2 | Enter the expenditures for Professional Development for Administrators. | Enter the expenditures, as applicable. |
| 3 | Enter the expenditures for All Other Professional Development Expenditures. | Enter the expenditures, as applicable. |
Procedures – Recruitment, Training, and Retention Expenditures
| Step | Action | Program Instructions |
|---|---|---|
| 4 | Enter the expenditures for Recruitment Activities. | Enter the expenditures, as applicable. |
| 5 | Enter the expenditures for Training Activities. | Enter the expenditures, as applicable. |
| 6 | Enter the expenditures for Retention Activities. | Enter the expenditures, as applicable. |
| 7 | Enter the expenditures for All Other Recruitment, Training, and Retention Expenditures. | Enter the expenditures, as applicable. |
Procedures – Miscellaneous Expenditures
| Step | Action | Program Instructions |
|---|---|---|
| 8 | Enter the expenditures for Class Size Reduction. | Enter the expenditures, as applicable. |
| 9 | Enter the expenditures for Administrative and Indirect Costs. | Enter the expenditures, as applicable. |
| 10 | Enter the funds used for Title V, Part B Subpart 1 Alternative Uses of Funds Authority Participation. | This field will only display if the LEA is participating in Alternative Uses of Funds Authority Participation. Enter the expenditures, as applicable. |
| 11 | Enter the expenditures for Equitable Services for Nonprofit Private Schools. | Enter the expenditures, as applicable. Equitable services expenditures for nonprofit private schools could be less than or equal to the equitable services allocation which must be spent during the year allocated. |
| 12 | Enter the expenditures for All Other Allowable Expenditures or Encumbrances. | Enter the expenditures, as applicable. |
Displayed Data – Total Expenditures and Unspent Funds
Total expenditures and encumbrances: The sum of all expenditures and encumbrances amount.
2018–19 Unspent funds: The total allocation amount minus the sum of all expenditures and encumbrances amount.
Error Messages
| Field Name | Error Message | Resolution |
|---|---|---|
| Total Expenditure Amount | If the total allocation is greater than zero, then the total expenditures and encumbrances should be greater than zero. | Warning only. Ensure that the expended amounts are correct. |
| Administrative and Indirect Costs Amount | Administrative and indirect costs are more than 15% of the total allocation amount. Obligations will be reviewed by CDE program staff to determine reasonableness. | Warning only. Ensure that the administrative and indirect costs amount is appropriate. |
| Total Expenditure Amount | The total expenditures and encumbrances cannot be greater than the total allocation amount. | Review the expenditures and encumbrances for accuracy and make necessary adjustments. |