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CSI COE Grant Reporting Requirements

Information regarding the Comprehensive Support and Improvement (CSI) county office of education (COE) grant reporting requirements and due dates.

2019‒20 Required Reporting Dates

Report Name Reporting Data Performance Period Reporting Due Date

Report 1

  • Budget Revisions (BR)
  • Expenditures (E)
March 25, 2020, to June 30, 2020

July 15, 2020 (BR)
July 31, 2020 (E)

Report 2
  • Budget Revisions (BR)
  • Expenditures (E)
July 1, 2020, to October 31, 2020
November 15, 2020 (BR)
November 30, 2020 (E)
Report 3
  • Budget Revisions (BR)
  • Expenditures (E)
November 1, 2020, to February 28, 2021

March 15, 2021 (BR)
March 31, 2021 (E)

Report 4
  • Budget Revisions (BR)
  • Expenditures (E)
March 1, 2021, to June 30, 2021

July 15, 2021 (BR)
July 31, 2021 (E)

Final Report and Grant Evaluation
  • Budget Revisions (BR)
  • Expenditures (E)
  • Grant Performance Report (GPR)
July 1, 2021, to September 30, 2021

October 15, 2021 (BR)
October 31, 2021 (E)
October 31, 2021 (GPR)

Actual expenditures for each performance period within the grant period shall be reported to the California Department of Education (CDE) as part of regular grant management and administration. The table above details reporting information and timelines.

COE expenditures will be submitted for each required report. If the CDE does not receive the required reports, funding may be delayed or the CDE may bill the COE to recover funds already allocated.

Reported expenditures are used for the purpose of calculating the COE’s apportionment. The use of federal funds must be consistent with the Office of Management and Budget’s (OMB) Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards; ESSA requirements, and requirements in the ESSA CSI COE Application for Funding.

When expenditure amounts claimed for object codes are in excess of 10 percent of the last approved budget, a project budget revision request is required to be submitted. Budget revision requests require CDE approval and are due no later than fifteen business days prior to the expenditure reporting due date. Budget revision requests must be submitted using the Grant Management and Reporting Tool (GMART).

The acceptance and approval of reported expenditures does not preclude the CDE in any way from conducting program monitoring or audits.


Grant Management and Reporting Tool (GMART) Log On
GMART is a web-based platform that allows COEs to complete and submit applications for funding, and submit expenditure data.

GMART Instructions

Guidance for Writing Expenditure Descriptions
Guidance document that provides examples and additional details on how to write expenditure descriptions for the fiscal reporting requirements.

2018‒19 Required Reporting Dates

Report Name Reporting Data Performance Period Reporting Due Date

Report 1

Expenditures
March 18, 2019, to June 30, 2019
July 31, 2019
Report 2

Expenditures

July 1, 2019, to October 31, 2019
December 6, 2019*
Report 3
Expenditures
November 1, 2019, to February 29, 2020
March 31, 2020
Report 4
Expenditures
March 1, 2020, to June 30, 2020
July 31, 2020
Final Report
Expenditure
July 1, 2020 to September 30, 2020
October 31, 2020
*Due to the holidays, the deadline for submission has been extended until December 6, 2019.

Actual expenditures for each performance period within the grant period shall be reported to the California Department of Education (CDE) as part of regular grant management and administration. The table above details reporting information and timelines.

COE expenditures will be submitted for each required report. If the CDE does not receive the required reports, funding may be delayed or the CDE may bill the COE to recover funds already allocated.

Reported expenditures are used for the purpose of calculating the COE’s apportionment. The use of federal funds must be consistent with the Office of Management and Budget’s (OMB) Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards; ESSA requirements, and requirements in the 2018‒19 ESSA CSI COE Application for Funding.

The acceptance and approval of reported expenditures does not preclude the CDE in any way from conducting program monitoring or audits.

Grant Management and Reporting Tool (GMART) Log On
GMART is a web-based platform that allows COEs to complete and submit applications for funding, and submit expenditure data.

GMART Instructions

Guidance for Writing Expenditure Descriptions
Guidance document that provides examples and additional details on how to write expenditure descriptions for the fiscal reporting requirements.

2018–19 Fiscal Reporting in GMART Walk-through Webinar (PDF)
Webinar slides to walk through the fiscal reporting requirements for the 2018–19 ESSA CSI COE grant.

For additional information related to CSI, please visit the California Department of Education CSI web page.

Questions:   School Improvement and Support Office | SISO@cde.ca.gov | 916-319-0833
Last Reviewed: Thursday, March 5, 2020