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CSI LEA Subgrant Reporting Requirements

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

FY 2020–21 | FY 2019–20 | FY 2018–19

2020–21 Subgrant Required 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
  • Federal Report
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
  • Federal 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 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)

Report Name Reporting Data Performance Period Reporting Window
Report 1
  • Funding Plan Adjustment
  • Budget Summary
  • Expenditures
  • Federal Report
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
  • Federal Report
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
  • Federal 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 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)

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
  • Federal Report
March 1, 2020, to
June 30, 2020
Report Open: July 1, 2020
Report Due: July 31, 2020
Report 5
  • Expenditures
  • Federal Report
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
  • Federal Report
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 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.

Questions:   School Improvement and Support Office | SISO@cde.ca.gov | 916-319-0833
Last Reviewed: Thursday, September 23, 2021
Recently Posted in Title I: Improving Academic Achievement