CSI LEA Subgrant Reporting Requirements

FY 2020–21 | FY 2019–20 | FY 2018–19

2020–21 Subgrant Required Reporting Dates

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. The table above details reporting information and timelines for fiscal year (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; Every Student Succeeds Act (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.

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

For the 2020–21 GMART Fiscal Reporting Walk-through Webinar, please visit the CSI Webinars web page.

For additional information related to CSI, please visit the CDE CSI web page.

2019–20 Subgrant Required Reporting Dates

(Updated September 2021)

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 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.

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

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 CDE CSI web page.

2018–19 Subgrant Required Reporting Dates

(Updated on 28-Apr-2020)

*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 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.

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 CDE CSI web page.