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CSI LEA Reporting Requirements

Comprehensive Support and Improvement (CSI) local educational agency (LEA) reporting requirements, including subgrant and federal reporting requirements and due dates for each fiscal year (FY).

The Every Student Succeeds Act (ESSA) requires state educational agencies (SEAs) to determine school eligibility for CSI. LEAs with schools that meet the criteria for CSI must collaborate with its educational partners to locally develop and implement a plan to improve student outcomes. The county office of education (COE) also plays a role in providing technical assistance and support to LEAs within its county that serve schools that meet the criteria for CSI.

Subgrant Reporting Requirements

As a condition of funding, the LEA must meet all subgrant reporting requirements for each FY funds. Actual expenditures for each performance period within the subgrant period shall be reported to the California Department of Education (CDE) as part of regular grant management and administration.

Federal Reporting Requirements

The CDE is required to meet federal reporting requirements under ESSA, Section 1003(i) for school improvement funds. LEAs receiving ESSA, Section 1003 funds for CSI are required to submit this data to the CDE by the due dates specified in the associated tables for each FY funds.

The sections below detail reporting information and timelines for each FY reporting requirements.

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 required subgrant and federal reporting data.

GMART Instructions

Subgrant and Federal Reporting Dates

Reporting At-a-Glance (all active FYs)

For more detailed information about reporting requirements, please view the specific FY for that information.

CSI LEA Reporting At-a-Glance (All active FYs)
Reporting Window Report Name
Report Open: October 1, 2022
Report Due: October 31, 2022
  • FY 2019: Final Report and Subgrant Evaluation
  • FY 2019: Federal Report 3

  • FY 2020: Final Report and Subgrant Evaluation
  • FY 2020 Federal Report 2

  • FY 2021: Report 2
  • FY 2021 Federal Report 1
Report Open: February 1, 2023
Report Due: February 28, 2023
  • FY 2019 Federal Report 4 (Final)

  • FY 2020 Federal Report 3 (Final)

  • FY 2021: Report 3
Report Open: July 1, 2023
Report Due: July 31, 2023
  • FY 2021: Report 4
Report Open: October 1, 2023
Report Due: October 31, 2023
  • FY 2021: Final Report and Subgrant Evaluation
  • FY 2021 Federal Report 2
Report Open: February 1, 2024
Report Due: February 28, 2024
  • FY 2021 Federal Report 3 (Final)
FY 2021

FY 2021 ESSA CSI LEA Subgrant Reporting Dates
FY 2021 Federal Reporting Dates

FY 2021 ESSA CSI LEA Subgrant Reporting Dates
Report Name Reporting Data Performance Period Reporting Window
Report 1
  • Funding Plan Adjustment
  • Budget Summary
  • Expenditures
March 14, 2022, to
June 30, 2022
Report Open: July 1, 2022
Report Due: July 31, 2022
Report 2
  • CSI Plan Approval and/or Adoption Dates
  • Expenditures
July 1, 2022, to
September 30, 2022
Report Open: October 1, 2022
Report Due: October 31, 2022
Report 3
  • Expenditures
October 1, 2022, to
January 31, 2023
Report Open: February 1, 2023
Report Due: February 28, 2023
Report 4
  • Expenditures
February 1, 2023, to
June 30, 2023
Report Open: July 1, 2023
Report Due: July 31, 2023
Final Report and Subgrant Evaluation
  • Final Expenditures and Closeout Report
  • Subgrant Performance Report
July 1, 2023, to
September 30, 2023
(Subgrant End Date)
Report Open: October 1, 2023
Report Due: October 31, 2023

Actual expenditures for each performance period within the subgrant period shall be reported to the CDE as part of regular subgrant management and administration. The table above details reporting information and timelines for FY 2021 CSI funds.

In addition to standard expenditure reporting requirements for each performance period, the LEA must submit a Budget Summary and Budget Narrative with Report 1. The Budget Summary will combine LEA- and school-level budget amounts by Object Code 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 LEA. The Final Report and Subgrant Evaluation requires the LEA to submit final expenditure data, a Final Budget Summary, and a Subgrant Performance Report. The CDE will provide additional guidance for reporting requirements. 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 2021‒22 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.

For more information about subgrant closeout for CSI LEA funds, please visit the CDE ESSA CSI LEA Subgrant Closeout web page.

FY 2021 Federal Reporting Dates

The CDE is required to meet reporting requirements under ESSA, Section 1003(i) for school improvement funds. In the GMART, under the Federal Report tab, LEAs will report:

  • The amount of funds each CSI-eligible school received (not spent), and

  • The types of strategies implemented in each school with such funds.


LEAs will be required to report the required data under the Federal Reports tab in the GMART in alignment with the Federal Reporting Timeline below.

Federal Reporting Timeline for FY 2021 CSI Funds

(202122 ESSA Assistance Status Data File)

Report Name Federal FY Reporting Time Period
(Date Period Covered)
Reporting Window Aligned to Subgrant Report Period
Federal Report 1 School Year (SY) 2021–22
(March 14, 2022, to June 30, 2022)
Report Open: October 1, 2022
Report Due: October 31, 2022
2
Federal Report 2 SY 2022–23
(July 1, 2022, to June 30, 2023)
Report Open: October 1, 2023
Report Due: October 31, 2023
Final
Federal Report 3 SY 2023–24
(July 1, 2023, to September 30, 2023)
Report Open: February 1, 2024
Report Due: February 28, 2024
N/A
FY 2020

FY 2020 ESSA CSI LEA Subgrant Reporting Dates
FY 2020 Federal Reporting Dates

FY 2020 ESSA CSI LEA Subgrant Reporting Dates
Report Name Reporting Data Performance Period Reporting Window
Report 1
  • Funding Plan Adjustment
  • Budget Summary
  • Expenditures
February 15, 2021, to
June 30, 2021
Report Open: July 1, 2021
Report Due: July 31, 2021
Report 2
  • CSI Plan Approval and/or Adoption Dates
  • Expenditures
July 1, 2021, to
September 30, 2021
Report Open: October 1, 2021
Report Due: October 31, 2021
Report 3
  • Expenditures
October 1, 2021, to
January 31, 2022
Report Open: February 1, 2022
Report Due: February 28, 2022
Report 4
  • Expenditures
February 1, 2022, to
June 30, 2022
Report Open: July 1, 2022
Report Due: July 31, 2022
Final Report and Subgrant Evaluation
  • Final Expenditures and Closeout Report
  • Subgrant Performance Report
July 1, 2022, to
September 30, 2022
(Subgrant End Date)
Report Open: October 1, 2022
Report Due: October 31, 2022

Actual expenditures for each performance period within the subgrant period shall be reported to the CDE as part of regular subgrant management and administration. The table above details reporting information and timelines for FY 2020 CSI funds.

In addition to standard expenditure reporting requirements for each performance period, the LEA must submit a Budget Summary and Budget Narrative with Report 1. The Budget Summary will combine LEA- and school-level budget amounts by Object Code 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 LEA. The Final Report and Subgrant Evaluation requires the LEA to submit final expenditure data, a Final Budget Summary, and a Subgrant Performance Report. The CDE will provide additional guidance for reporting requirements. 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 2020‒21 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.

For more information about subgrant closeout for CSI LEA funds, please visit the CDE ESSA CSI LEA Subgrant Closeout web page.

FY 2020 Federal Reporting Dates

The CDE is required to meet reporting requirements under ESSA, Section 1003(i) for school improvement funds. In the GMART, under the Federal Report tab, LEAs will report:

  • The amount of funds each CSI-eligible school received (not spent), and

  • The types of strategies implemented in each school with such funds.

LEAs will be required to report the required data under the Federal Reports tab in the GMART in alignment with the Federal Reporting Timeline below.

Federal Reporting Timeline for FY 2020 CSI Funds

(2019–20 ESSA Assistance Status Data File)

Report Name Federal FY Reporting Time Period
(Date Period Covered)
Reporting Window Aligned to Subgrant Report Period
Federal Report 1 School Year (SY) 2020–21
(February 15, 2021, to June 30, 2021)
Report Open: October 1, 2021
Report Due: October 31, 2021
2
Federal Report 2 SY 2021–22
(July 1, 2021, to June 30, 2022)
Report Open: October 1, 2022
Report Due: October 31, 2022
Final
Federal Report 3 SY 2022–23
(July 1, 2022, to September 30, 2022)
Report Open: February 1, 2023
Report Due: February 28, 2023
N/A
FY 2019

FY 2019 ESSA CSI LEA Subgrant Reporting Dates
FY 2019 Federal Reporting Dates


FY 2019 ESSA CSI LEA Subgrant Reporting Dates

(Updated September 2021)

Report Name Reporting Data Performance Period Reporting Window
Report 1
  • Funding Plan Adjustment
  • Budget Summary
  • Expenditures
March 25, 2020, to
September 30, 2020
Report Open: October 1, 2020
Report Due: October 31, 2020
Report 2
  • CSI Plan Approval and/or Adoption Dates
  • Expenditures
October 1, 2020, to January 31, 2021 Report Open: February 1, 2021
Report Due: February 28, 2021
Report 3
  • Expenditures
February 1, 2021, to June 30, 2021 Report Open: July 1, 2021
Report Due: July 31, 2021
Report 4
  • Expenditures
July 1, 2021, to September 30, 2021 Report Open: October 1, 2021
Report Due: October 31, 2021
Report 5
  • Expenditures
October 1, 2021, to January 31, 2022 Report Open: February 1, 2022
Report Due: February 28, 2022
Report 6
  • Expenditures
February 1, 2022, to June 30, 2022 Report Open: July 1, 2022
Report Due: July 31, 2022
Final Report and Subgrant Evaluation
  • Final Expenditures and Closeout Report
  • Subgrant Performance Report
July 1, 2022, to September 30, 2022 (Subgrant End Date) Report Open: October 1, 2022
Report Due: October 31, 2022

As a result of the coronavirus pandemic, on September 10, 2021, California received a waiver of Section 421(b) of the General Education Provisions Act that extends the period of availability of FY 2019 funds for programs in which the SEA participates under its approved consolidated State plan until September 30, 2022. Consequently, FY 2019–20 subgrant 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 subgrant period shall be reported to the CDE as part of regular subgrant management and administration. Due to the coronavirus pandemic, FY 2019–20 subgrant performance periods and reporting due dates have been adjusted from what is communicated in the 2019–20 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 subgrant closeout data and a Subgrant 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.

For more information about subgrant closeout for CSI LEA funds, please visit the CDE ESSA CSI LEA Subgrant Closeout web page.

FY 2019 Federal Reporting Dates

The CDE is required to meet reporting requirements under ESSA, Section 1003(i) for school improvement funds. In the GMART, under the Federal Report tab, LEAs will report:

  • The amount of funds each CSI-eligible school received (not spent), and

  • The types of strategies implemented in each school with such funds.

LEAs will be required to report the required data under the Federal Reports tab in the GMART in alignment with the Federal Reporting Timeline below.

Federal Reporting Timeline for FY 2019 CSI Funds

(2019–20 ESSA Assistance Status Data File)

(Updated September 2021)

Report Name Federal FY Reporting Time Period
(Date Period Covered)
Reporting Window Aligned to Subgrant Report Period
Federal Report 1 SY 2019–20
(March 25, 2020, to June 30, 2020)
Report Open: October 1, 2020
Report Due: October 31, 2020
1
Federal Report 2 SY 2020–21
(July 1, 2020, to June 30, 2021)
Report Open: October 1, 2021
Report Due: October 31, 2021
4
Federal Report 3 SY 2021–22
(July 1, 2021, to June 30, 2022)
Report Open: October 1, 2022
Report Due: October 31, 2022
Final
Federal Report 4 (New) SY 2022–23
(July 1, 2022, to September 30, 2022)
Report Open: February 1, 2023
Report Due: February 28, 2023
N/A

 

FY 2018

FY 2018 ESSA CSI LEA Subgrant Reporting Dates
FY 2018 Federal Reporting Dates

FY 2018 ESSA CSI LEA Subgrant Reporting Dates

(Updated April 28, 2020)

Report Name Reporting Data Performance Period Reporting Window
Report 1
  • Expenditures
March 18, 2019, to
June 30, 2019
Report Open: July 1, 2019
Report Due: 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
Report Open: November 1, 2019
Report Due: December 6, 2019*
Report 3
  • Expenditures
November 1, 2019, to
February 29, 2020
Report Open: March 1, 2020
Report Due: March 31, 2020
Report 4
  • Expenditures
March 1, 2020, to
June 30, 2020
Report Open: July 1, 2020
Report Due: July 31, 2020
Report 5
  • Expenditures
July 1, 2020, to
September 30, 2020
Report Open: October 1, 2020
Report Due: October 31, 2020
Report 6
  • Expenditures
October 1, 2020, to
January 31, 2021
Report Open: February 1, 2021
Report Due: February 28, 2021
Report 7
  • Expenditures
February 1, 2021, to
June 30, 2021
Report Open: July 1, 2021
Report Due: July 31, 2021
Final Report
  • Expenditures
July 1, 2021, to
September 30, 2021
(Subgrant End Date)
Report Open: October 1, 2021
Report Due: 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 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 subgrant 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 subgrant period shall be reported to the CDE as part of regular subgrant 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 School Plan for Student Achievement. 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.

For more information about subgrant closeout for CSI LEA funds, please visit the CDE ESSA CSI LEA Subgrant Closeout web page.

FY 2018 Federal Reporting Dates

The CDE is required to meet reporting requirements under ESSA, Section 1003(i) for school improvement funds. In the GMART, under the Federal Report tab, LEAs will report:

  • The amount of funds each CSI-eligible school received (not spent), and

  • The types of strategies implemented in each school with such funds.

LEAs will be required to report the required data under the Federal Reports tab in the GMART in alignment with the Federal Reporting Timeline below.

Federal Reporting Timeline for FY 2018 CSI Funds

(2018–19 ESSA Assistance Status Data File)

Report Name Federal FY Reporting Time Period
(Date Period Covered)
Reporting Window Aligned to Subgrant Report Period
Federal Report 1 SY 2018–19
(March 18, 2019, to June 30, 2019)
Report Open: July 1, 2020
Report Due: July 31, 2020
4
Federal Report 2 SY 2019–20
(July 1, 2019, to June 30, 2020)
Report Open: October 1, 2020
Report Due: October 31, 2020
5
Federal Report 3 SY 2020–21
(July 1, 2020, to June 30, 2021)
Report Open: October 1, 2021
Report Due: October 31, 2021
Final
Federal Report 4 SY 2021–22
(July 1, 2021, to September 30, 2021)
Report Open: February 1, 2022
Report Due: February 28, 2022
N/A
Questions:   School Improvement and Support Office | SISO@cde.ca.gov | 916-319-0833
Last Reviewed: Wednesday, September 14, 2022