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Consolidation Legislation and Guidance
Title I Schoolwide Fiscal Guidance issued February, 2008 [Section E]
Designing Schoolwide (SW) Programs Guidance
Consolidation Legislation and Guidance (cont.)EDGAR
Office of Management and Budget (OMB) Circular A-87
69 FED. REG. 40360-64 (JULY 2, 2004)
What Does Consolidation Mean?
Schoolwide school treats the funds it is consolidating as a single “pool” of funds.
Funds from the contributing programs lose their identity.
The school uses funds from this consolidated schoolwide (SW) pool to support any activity of the SW Plan.
What is the Purpose of Consolidation?
The purpose of consolidating funds is to help a SW program school effectively design and implement a comprehensive plan to upgrade the entire educational program in the school based on the school’s needs identified through its comprehensive needs assessment [E-1].
State Aid and local tax revenue
Title I, Part A
Title II, Part A
Which Funds can be Consolidated?
Federal funds only
Federal funds + Section 31a funds
Federal funds + Section 31a + State/Local
Federal funds + State/Local
Time and Effort
If State/Local funds are consolidated with Federal funds and personnel are solely funded out of the consolidated funds, then Time and Effort documentation is minimized.
A July 1, 2012 submission date of a quality Consolidated Application in
MEGS, and a quality School Improvement Plan in the AdvancED Portal, will ensure a review (and, we hope, approval) of the Consolidated
Application prior to the start of school.
When Section 31a funds are consolidated in a SW program, the
requirement for Eligibility Worksheets is optional for that school.
Schoolwide School Improvement Plan (SIP)
The emphasis is on a high-quality Schoolwide SIP rather than the
level of description included in the budget.
The school must be eligible to receive Title I, Part A funds according to the Title I School Selection application, have greater than 40% poverty and
have engaged in a year of planning to become a schoolwide school with an
Comprehensive Needs Assessment
The school must conduct a comprehensive needs assessment
(using all four types of data) to identify gaps in student achievement and
identify needs of students, staff and other stakeholders.
A comprehensive Schoolwide SIP that is focused on an
identified Schoolwide reform and aligned to the comprehensive
The historical school-level basic educational program must be identified and continued to be
If you are consolidating State/Local funds, additional
information will be submitted in the Consolidated Application.
Identification of Consolidated Funds
SW school must identify in its SW plan which programs are included in its consolidation and the amount each program contributes to the consolidated SW pool [E-2].
This is done on a template that is uploaded under “Additional Requirements” in the SIP in AdvancEd.
Funds must be shared with private schools as required
Supplement not Supplant
Each school operating a SW program must receive all the State and local funds it would otherwise receive to operate its basic educational program in the absence of Title I, Part A or other Federal education funds [E-2].
Intent and Purposes
The school must be able to demonstrate that its SW program contains sufficient resources and activities to reasonably address the intent and purposes of the included programs, particularly as they
relate to the lowest-performing students. [E-14].
Intent and Purposes (cont.)
The school may only use consolidated funds to meet the intent and purposes of
the funding sources that are pooled.
Ex., schools may only use funds to support state/local activities if state/local funds are
included in the consolidation.
Other Program Responsibilities
Annual Title I, Part A meeting
Documentation: agendas, sign-ins, bids, contracts, invoices, ledgers
District required set-asides
Other Program Responsibilities
Maintenance of Effort
Title I Comparability
Title I School Selection
Health and Safety and Civil Rights
Programmatic Record Keeping
Documentation must be maintain that sufficient resources have been
allocated to ensure the intent and purposes of programs were fulfilled
particularly as they relate to the lowest-
The business office must maintain multiple cost objectives.
Reimbursements will occur from each funding source.
Final Expenditure Reports must align to budgets and expenditures.
State Aid and local tax revenue must be distributed fairly and equitably to all schools–including SW program schools–without regard to whether
those schools are receiving Federal and State supplementary funds.
Distribution of Funds
Comparability must be completed.
There may be a new way to think about comparability.
The business office must maintain the ability to determine if Federal funds are unspent at
the end of the year.
The Schoolwide SIP is the focus of program monitoring and includes:
Review of the SIP and
The Schoolwide SIP MUST be closely aligned to the SW budget detail.
Lack of internal controls
Single audit findings
Lack of school-level decision making
Late applications or SIPs that do not adequately address all of the required SW components
Eligible targeted schools with a minimum 40% poverty rate that become schoolwide by Fall, 2012, and meet the
specified criteria may participate.
Will Targeted Schools be able to participate?