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Cyclical Monitoring for Small LEAs

This is the home page for local educational agencies (LEAs) that have been selected for Special Education Cyclical Monitoring.

If you have been selected for Special Education Cyclical Monitoring for Small LEAs in Cycle A 2022 via a Notification Letter, you are required to submit data about your LEA’s policies, practices, and procedures related to special education and report the results to the California Department of Education (CDE).

For monitoring purposes, small LEAs are defined as school districts and charter schools serving 100 or fewer students with disabilities on census day. Small LEAs will not be selected for monitoring based on State Performance Plan Indicators. Instead, these LEAs will be monitored on a cyclical basis every three years:

  • Year 1: Cycle A 2022 selection and monitoring
  • Year 2: Cycle B 2023 selection and monitoring
  • Year 3: Cycle C 2024 selection and monitoring

Selected LEAs must complete three monitoring activities independently with support from the CDE.

  1. Policies and Procedures Review
  2. Educational Benefit Review
  3. Student Record Review

Your Support Team

The CDE’s Focused Monitoring and Technical Assistance for Small LEAs (FMTA-S) Consultants are available for support. Listed below is a link and contact information to your support team.

CDE Staff

Small LEA Monitoring Unit Contact Information
FMTA-S Manager: Carmen Barnhart
Direct Telephone Number: 916-445-7308
Unit Telephone Number: 916-445-0081

FMTA-S Consultants by Region

CCESESA Region Counties Consultant(s) Email Telephone Number
1 Del Norte, Humboldt, Lake, Mendocino, Sonoma Patricia Astin 916-327-3509
2 Butte, Glenn, Lassen, Modoc, Plumas, Shasta, Siskiyou, Tehama, Trinity Carissa Lagasca 916-327-3656
3 Alpine, Colusa, El Dorado, Nevada, Placer, Sacramento, Sierra, Sutter, Yolo, Yuba Carissa Lagasca 916-327-3656
4 Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Solano Carissa Lagasca 916-327-3656
5 Monterey, San Benito, Santa Clara, Santa Cruz Christina Toney 916-319-0523
6 Amador, Calaveras, San Joaquin, Stanislaus, Tuolumne Christina Toney 916-319-0523
7 Fresno, Kings, Madera, Mariposa, Merced, Tulare Christina Toney 916-319-0523
8 Kern, San Luis Obispo, Santa Barbara, Ventura Patricia Astin 916-327-3509
9 Imperial, Orange, San Diego Emily Ingram 916-319-0668
10 Inyo, Mono, Riverside, San Bernardino Emily Ingram 916-319-0668
11 Los Angeles (A-F) Patricia Astin 916-327-3509
11 Los Angeles (G-Z) Emily Ingram 916-319-0668

All FMTA Consultant Assignments by Region

What am I required to do?

Task Required Support
Timeframe/Due Date
Attend or view the Overview Webinar for Cyclical Monitoring Webinar September 2022
View the training for the Policy and Procedures Review (PPR) Training Video;
Office Hours
October 2022
View the training for the Educational Benefit Review (EBR)
Training Videos;
Office Hours
October 2022
Final Submission of PPR As needed from CDE December 5, 2022
Final Submission of EBR As needed from CDE January 30, 2023
Acquire Login Credentials to Stepwell for your LEA CDE Email May 1, 2023
View the training video for using the Stepwell Platform Training Video;
Office Hours
May 2023
View the training video for the Student Record Review (SRR) Training Video;
Office Hours
May 2023
Final Submission of SRR As needed from CDE June 9, 2023

What Do I Need to Do First?

Register for one of the Overview webinars. Refer to your Notification Letter for instructions. Webinars will also be archived and posted for future reference.

Training Videos and Webinars

2022–23 Cyclical Monitoring for Small LEAs Overview External link opens in new window or tab. (Video; 41:54)
Overview webinar for Cyclical Monitoring

Office Hours

Office hours will be held weekly to support LEAs in conducting the SRR activity on Thursdays, from May 4, 2023 through May 25, 2023.

Please register for each session on the Zoom registration web pages below:

May 4 and May 18, 2023, from 3 to 4 p.m. Zoom Registration web page External link opens in new window or tab.

May 11 and May 25, 2023, from noon to 1 p.m. Zoom Registration web page External link opens in new window or tab.

If there are any questions regarding registration, send an email to

Questions:   Special Education Division |
Last Reviewed: Tuesday, May 02, 2023
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