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CSI COE Subgrant Reporting Requirements

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

2023‒24 CSI COE Plan Development and Implementation Support Subgrant Required Reporting Dates

Report Name Reporting Data Performance Period Reporting Due Date

Report 1

  • Budget Revisions (BR)
  • Expenditures (E)

March 13, 2024, to
June 30, 2024

July 15, 2024 (BR)
July 31, 2024 (E)

Report 2
  • Budget Revisions (BR)
  • Expenditures (E)
July 1, 2024, to
September 30, 2024
October 15, 2024 (BR)
October 31, 2024 (E)
Report 3
  • Budget Revisions (BR)
  • Expenditures (E)
October 1, 2024, to
January 31, 2025

February 15, 2025 (BR)
February 29, 2025 (E)

Report 4
  • Budget Revisions (BR)
  • Expenditures (E)

February 1, 2025, to
June 30, 2025

July 15, 2025 (BR)
July 31, 2025 (E)
Final Report and Grant Evaluation
  • Budget Revisions (BR)
  • Final Expenditures and Closeout Report (E)
  • Subgrant Performance Report (SPR)

July 1, 2025, to
September 30, 2025

October 15, 2025 (BR)
October 31, 2025 (E and SPR)

SPR due upon Closeout of subgrant

2022‒23 CSI COE Plan Development and Implementation Support Subgrant Required Reporting Dates

Report Name Reporting Data Performance Period Reporting Due Date

Report 1

  • Budget Revisions (BR)
  • Expenditures (E)

March 13, 2023, to
June 30, 2023

July 15, 2023 (BR)
July 31, 2023 (E)

Report 2
  • Budget Revisions (BR)
  • Expenditures (E)
July 1, 2023, to
September 30, 2023
October 15, 2023 (BR)
October 31, 2023 (E)
Report 3
  • Budget Revisions (BR)
  • Expenditures (E)
October 1, 2023, to
January 31, 2024

February 15, 2024 (BR)
February 29, 2024 (E)

Report 4
  • Budget Revisions (BR)
  • Expenditures (E)

February 1, 2024, to
June 30, 2024

July 15, 2024 (BR)
July 31, 2024 (E)
Final Report and Grant Evaluation
  • Budget Revisions (BR)
  • Final Expenditures and Closeout Report (E)
  • Subgrant Performance Report (SPR)

July 1, 2024, to
September 30, 2024

October 15, 2024 (BR)
October 31, 2024 (E and SPR)

SPR due upon Closeout of subgrant

2021‒22 CSI COE Plan Development and Implementation Support Subgrant Required Reporting Dates

Report Name Reporting Data Performance Period Reporting Due Date

Report 1

  • Budget Revisions (BR)
  • Expenditures (E)

March 14, 2022, to
June 30, 2022

July 15, 2022 (BR)
July 31, 2022 (E)

Report 2
  • Budget Revisions (BR)
  • Expenditures (E)
July 1, 2022, to
September 30, 2022
October 15, 2022 (BR)
October 31, 2022 (E)
Report 3
  • Budget Revisions (BR)
  • Expenditures (E)
October 1, 2022, to
January 31, 2023

February 15, 2023 (BR)
February 28, 2023 (E)

Report 4
  • Budget Revisions (BR)
  • Expenditures (E)

February 1, 2023, to
June 30, 2023

July 15, 2023 (BR)
July 31, 2023 (E)
Final Report and Grant Evaluation
  • Budget Revisions (BR)
  • Final Expenditures and Closeout Report (E)
  • Grant Performance Report (GPR)

July 1, 2023, to
September 30, 2023

October 15, 2023 (BR)
October 31, 2023 (E and GPR)

Actual expenditures for each performance period within the subgrant period shall be reported to the California Department of Education (CDE) as part of regular subgrant management and administration.

In addition to standard budget revision and expenditure reporting requirements for each performance period, the COE must complete a Closeout Report and Grant Performance Report with the Final Report and Grant Evaluation. 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; Every Student Succeeds Act (ESSA) requirements, and requirements in the ESSA CSI COE Plan Development and Implementation Support 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 15 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

For the GMART Fiscal Reporting Walk-through Webinar, please visit the CSI Webinars web page.

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

2023‒24 CSI COE Plan Approval Subgrant Required Reporting Dates

Report Name Reporting Data Performance Period Reporting Due Date

Report 1

  • Budget Revisions (BR)
  • Expenditures (E)

March 13, 2024, to
June 30, 2024

July 15, 2024 (BR)
July 31, 2024 (E)

Report 2
  • Budget Revisions (BR)
  • Expenditures (E)
July 1, 2024, to
September 30, 2024
October 15, 2024 (BR)
October 31, 2024 (E)
Report 3
  • Budget Revisions (BR)
  • Expenditures (E)
October 1, 2024, to
January 31, 2025

February 15, 2025 (BR)
February 29, 2025 (E)

Report 4
  • Budget Revisions (BR)
  • Expenditures (E)

February 1, 2025, to
June 30, 2025

July 15, 2025 (BR)
July 31, 2025 (E)
Final Report and Grant Evaluation
  • Budget Revisions (BR)
  • Final Expenditures and Closeout Report (E)
  • Subgrant Performance Report (SPR)

July 1, 2025, to
September 30, 2025

October 15, 2025 (BR)
October 31, 2025 (E and SPR)

SPR due upon Closeout of subgrant

2022‒23 CSI COE Plan Approval Subgrant Required Reporting Dates

Report Name Reporting Data Performance Period Reporting Due Date

Report 1

  • Budget Revisions (BR)
  • Expenditures (E)

March 13, 2023, to
June 30, 2023

July 15, 2023 (BR)
July 31, 2023 (E)

Report 2
  • Budget Revisions (BR)
  • Expenditures (E)
July 1, 2023, to
September 30, 2023
October 15, 2023 (BR)
October 31, 2023 (E)
Report 3
  • Budget Revisions (BR)
  • Expenditures (E)
October 1, 2023, to
January 31, 2023

February 15, 2024 (BR)
February 28, 2024 (E)

Report 4
  • Budget Revisions (BR)
  • Expenditures (E)

February 1, 2024, to
June 30, 2024

July 15, 2024 (BR)
July 31, 2024 (E)
Final Report and Grant Evaluation
  • Budget Revisions (BR)
  • Final Expenditures and Closeout Report (E)
  • Subgrant Performance Report (SPR)

July 1, 2024, to
September 30, 2024

October 15, 2024 (BR)
October 31, 2024 (E and SPR)

SPR due upon Closeout of subgrant

2021‒22 CSI COE Plan Approval Subgrant Required Reporting Dates

Report Name Reporting Data Performance Period Reporting Due Date

Report 1

  • Budget Revisions (BR)
  • Expenditures (E)

March 14, 2022, to
June 30, 2022

July 15, 2022 (BR)
July 31, 2022 (E)

Report 2
  • Budget Revisions (BR)
  • Expenditures (E)
July 1, 2022, to
September 30, 2022
October 15, 2022 (BR)
October 31, 2022 (E)
Report 3
  • Budget Revisions (BR)
  • Expenditures (E)
October 1, 2022, to
January 31, 2023

February 15, 2023 (BR)
February 28, 2023 (E)

Report 4
  • Budget Revisions (BR)
  • Expenditures (E)

February 1, 2023, to
June 30, 2023

July 15, 2023 (BR)
July 31, 2023 (E)
Final Report
  • Budget Revisions (BR)
  • Final Expenditures and Closeout Report (E)

July 1, 2023, to
September 30, 2023

October 15, 2023 (BR)
October 31, 2023 (E)

Actual expenditures for each performance period within the subgrant period shall be reported to the California Department of Education (CDE) as part of regular subgrant management and administration.

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; Every Student Succeeds Act (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

For the GMART Fiscal Reporting Walk-through Webinar, please visit the CSI Webinars web page.

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

Information pertaining to all closed out CSI COE subgrants can be found on the CSI COE Archives web page.

Questions:   School Improvement and Support Office | SISO@cde.ca.gov | 916-319-0833
Last Reviewed: Thursday, February 29, 2024
Recently Posted in Title I: Improving Academic Achievement
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