Instructions: Title II FY Expenditure, 12 Months
Consolidated Application and Reporting System data entry instructions for the 2023–24 Title II, Part A Fiscal Year Expenditure Report, 12 Months data collection form.Data Collection Purpose
This section is used to report the year-to-date (YTD) expenditures for the Title II, Part A Supporting Effective Instruction federal funding, by activity. This expenditure reporting period is July 1, 2023, through June 30, 2024.
This data collection form will display if the local educational agency (LEA) applied for and received a Title II, Part A allocation.
Program Information
Each LEA that received Title II, Part A Supporting Effective Instruction funding must complete this report.
Expenditures should not include prior year carryover.
For further information on allowable uses of funds, please visit the United States Code
web page.
California Department of Education (CDE) Program Staff Contacts
Fiscal Contact
Alice Ng
Associate Governmental Program Analyst
Division Support Office
ang@cde.ca.gov
916-323-4636
Program Contact
Lisa Fassett
Education Programs Consultant
Professional Learning Support and Monitoring Office
lfassett@cde.ca.gov
916-323-4963
Displayed Data – Allocation
2023–24 Title II, Part A allocation: Source data from the CDE Title II, Part A web page.
Procedures – Transferred Funds
| Step | Action | Program Instructions |
|---|---|---|
1 |
Enter the Transferred-in Amount. |
Required field. The amount transferred-in from Title IV, Part A to Title II, Part A must be equal to or greater than zero. |
2 |
Enter the Transferred-out Amount. |
Required field. The amount transferred from Title II, Part A to the other allowable Title programs must be equal to or greater than zero. |
Displayed Data – Total Allocation
2023–24 Total allocation: The allocation amount plus the transferred-in amount minus the transferred-out amount.
Procedures - Professional Development Expenditures
| Step | Action | Program Instructions |
|---|---|---|
3 |
Enter the expenditures for Professional Development for Teachers. |
Required field. Enter an amount equal to or greater than zero. |
4 |
Enter the expenditures for Professional Development for Administrators. |
Required field. Enter an amount equal to or greater than zero. |
5 |
Enter the expenditures for Consulting/Professional Services. |
Required field. Enter an amount equal to or greater than zero. |
| 6 | Enter the expenditures for Induction Programs. | Required field. Enter an amount equal to or greater than zero. |
| 7 | Enter the expenditures for Books and Other Supplies. | Required field. Enter an amount equal to or greater than zero. |
| 8 | Enter the expenditures for Dues and Membership. | Required field. Enter an amount equal to or greater than zero. |
| 9 | Enter the expenditures for Travel and Conferences. | Required field. Enter an amount equal to or greater than zero. |
Procedures - Personnel and Other Authorized Activities
| Step | Action | Program Instructions |
|---|---|---|
| 10 | Enter the expenditures for Certificated Personnel Salaries. | Required field. Enter an amount equal to or greater than zero. |
11 |
Enter the expenditures for Classified Personnel Salaries. |
Required field. Enter an amount equal to or greater than zero. |
12 |
Enter the expenditures for Employee Benefits. |
Required field. Enter an amount equal to or greater than zero. |
13 |
Enter the expenditures for Developing or Improving an Evaluation System. |
Required field. Enter an amount equal to or greater than zero. |
| 14 | Enter the expenditures for Recruitment Activities. | Required field. Enter an amount equal to or greater than zero. |
| 15 | Enter the expenditures for Retention Activities. | Required field. Enter an amount equal to or greater than zero. Expenditures could include incentives, stipend, and differential pay. |
| 16 | Enter the expenditures for Class Size Reduction. | Required field. Enter an amount equal to or greater than zero. Reducing class size to a level must be evidence based. |
Procedures - Program Expenditures
| Step | Action | Program Instructions |
|---|---|---|
17 |
Enter the expenditures for Direct Administrative Costs. |
Required field. Enter an amount equal to or greater than zero. |
18 |
Enter the expenditures for Indirect Costs. |
Required field. Enter an amount equal to or greater than zero. |
19 |
Enter the funds used for Title V, Part B, Subpart 1 Alternative Fund Use Authority (AFUA). |
This field will only display, and be required, if the LEA selected Yes to Title II, Part A funds used through the Alternative Fund Use Authority (AFUA) in the same fiscal year Application for Funding form. Enter an amount equal to or greater than zero. |
20 |
Enter the expenditures for Equitable Services for Nonprofit Private Schools. |
Required field. Enter an amount equal to or greater than zero. Equitable services expenditures for nonprofit private schools could be less than or equal to the equitable services allocation which must be spent during the year allocated. |
Displayed Data – Total Expenditures and Unspent Funds
Total expenditures: The sum of all expenditures.
2023–24 Unspent funds: The total allocation amount minus the total expenditures amount.
Error Messages
| Field Name | Error Message | Resolution |
|---|---|---|
Total Expenditure Amount |
If the total allocation is greater than zero, then the total expenditures should be greater than zero. |
Warning only. Ensure that the expended amounts are correct. |
Total Expenditure Amount |
The total expenditures cannot be greater than the total allocation. |
Review the expenditures for accuracy and make necessary adjustments. |
Direct Administrative Costs and Indirect Costs Amounts |
The sum of direct administrative costs and indirect costs is more than 15% of the total allocation amount. Expenditure amounts will be reviewed by CDE program staff to determine reasonableness. |
Warning only. Ensure that the direct administrative costs and indirect costs amounts are appropriate. |
| Employee Benefits Amount | The sum of certificated and classified personnel salaries is equal to zero, employee benefits cannot be greater than zero. | If the sum of certificated and classified personnel salaries expenditure amounts is zero, then ensure that employee benefits expenditure amount is also zero. |