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CSI LEA Grant Reporting Requirements

Comprehensive Support and Improvement (CSI) local educational agency (LEA) grant reporting requirements and due dates.

2019–2020 Grant Required Reporting Dates

Report Name Reporting Data Performance Period Reporting Due Date

Report 1

  • Funding Plan Adjustment
  • Budget Summary
  • Expenditures
March 25, 2020, to September 30, 2020
October 31, 2020
Report 2
  • CSI Plan Approval and/or Adoption Dates
  • Expenditures
October 1, 2020, to January 31, 2021
February 28, 2021
Report 3
  • Expenditures
February 1, 2021, to June 30, 2021
July 31, 2021
Final Report and Grant Evaluation
  • Final Expenditures and Closeout Report
  • Grant Performance Report
July 1, 2021, to September 30, 2021
October 31, 2021

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. Due to the coronavirus pandemic, fiscal year 2019–2020 grant performance periods and reporting due dates have been adjusted from what is communicated in the 2019–2020 ESSA CSI LEA Application for Funding. The table above details adjusted reporting information and timelines.

In addition to standard expenditure reporting requirements for each performance period, the LEA must revise its Funding Plan to account for changes in its final allocation amount and submit a Budget Summary with Report 1. The Budget Summary will combine LEA- and school-level budget amounts for each authorized funding category, as applicable. In addition, Report 2 requires the LEA to report the date the CSI plan was approved/adopted by the school and the LEA. The Final Report requires the LEA to submit final expenditure and grant closeout data and a Grant Performance Report. The CDE will provide additional guidance for reporting requirements by September 2020. If the CDE does not receive the required reports, funding may be delayed or the CDE may bill the LEA to recover funds distributed to the LEA.

Reported expenditures are used for the purpose of calculating the LEA’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 2019‒20 ESSA CSI LEA 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 LEAs to complete and submit applications for funding, modify funding plans, and submit expenditure data.

GMART Instructions

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

FY 2019 ESSA CSI LEA Grant Closeout –Closeout Timeline, Instructions, and Information

For the 2019–20 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.

2018–19 Grant Required Reporting Dates

(Updated on 28-Apr-2020)

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
  • Date the CSI plan was approved /adopted by the SCHOOL
  • Date the CSI plan was approved/adopted by the LEA
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
Report 5
Expenditures
July 1, 2020, to September 30, 2020
October 31, 2020
Report 6
Expenditures
October 1, 2020, to January 31, 2021
February 28, 2021
Report 7
Expenditures
February 1, 2021, to June 30, 2021
July 31, 2021
Final Report
Expenditures
July 1, 2021, to September 30, 2021
October 31, 2021
*Due to the holidays, the deadline for submission has been extended until December 6, 2019.

As a result of the coronavirus pandemic, on April 22, 2020, California received a waiver of Section 421(b) of the General Education Provisions Act to extend the period of availability of fiscal year (FY) 2018 funds for programs in which the State Educational Agency participates under its approved consolidated State plan until September 30, 2021. Consequently, FY 2018–19 grant performance periods and reporting due dates have been adjusted. The table above details adjusted reporting information and timelines.

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.

Combined LEA- and school-level expenditures will be submitted for each required report. In addition to expenditure data, Report 2 must also include the date that the local school board approved each school’s SPSA. If the CDE does not receive the required reports, funding may be delayed or the CDE may bill the LEA to recover funds distributed to the LEA.

Reported expenditures are used for the purpose of calculating the LEA’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 LEA 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 LEAs to complete and submit applications for funding, modify funding plans, and submit expenditure data.

GMART Instructions

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

FY 2018 ESSA CSI LEA Grant Closeout –Closeout Timeline, Instructions, and Information

For the 2018–19 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.

Questions:   School Improvement and Support Office | SISO@cde.ca.gov | 916-319-0833
Last Reviewed: Wednesday, October 7, 2020
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