Supplement or Supplant

Was it in place last year?

Was it affected by cuts in unrestricted funding?

Is it part of the district’s core program?

Is it aligned to a SPSA/LEAP goal?

Is it included within the approved SPSA and or LEAP?

Likely to be supplanting or disallowed

Proceed with caution

Likely to be supplemental Meets the major requirements-

check the program funding rules to ensure this is an allowable use

No

No

No

NoNo Yes Yes

Yes

Yes

Yes

Allocation Plans- What Programs Need Them?

Is it a program included in the current Tier III flexibility

provisions? e.g., GATE or SIP

Is it a federally funded program? e.g., Title l, or

Migrant?

Is it Title l funding?

Is it restricted state funding ?

Is it EIA?

An Allocation Plan is required for EIA . Thought needs to be given to the appropriate split

between SCE and LEP

An Allocation Plan is required for Title l funds (other federal

funds do not require Allocation Plans)

CautionAllocation

Plans need to align to LEAP

and SPSA

Caution districts are required to

demonstrate adequate and appropriate

support for ELs

No

No

No

No

No Yes

Yes

Yes

Yes

Yes

An Allocation Plan is not required

85/15 Rule-What is a Direct Service?

Was the service in place last year?

Was the service affected by unrestricted funding reductions?

Are the services based at a school site? e.g., extended learning time?

Are students the direct recipients of the services? e.g., hands on

instruction?

Do the services contribute to the quality of the program ? e.g., professional development or

academic coaches

Are services aligned to the SPSA

Likely to be counted toward the 15% limit for indirect and

administrative costs

Likely to be counted toward the 85% requirement of direct

services to students

Proceed with

Caution!!

Do the services contribute to administrative functions? e.g., evaluating ,or supervising ?

No

No

No

No

No

Yes

Yes Yes

Yes

Yes

Yes

Yes

No

Centralized Services Compliant or Not?

Is it a type of service that lends itself to be organized centrally? e.g. ,

summer school or academic coaches

Is the service considered a direct services/support to students? e.g., academic intervention counseling

Is it an administrative service? e.g., clerical support for the program

Have the sites been involved in the process of selecting the

support/services?

Has the “centralized” service been approved by the site council?

Likely not a good fit as a centralized service

No

No

No

Yes

No

Yes

Yes

Yes

Yes

Possibly eligible as a centralized service if there is “room” in the districtwide15%

administrative cost limit

Compliance with regulations necessitates site council

involvement in the selection and subsequent approval of

centralized servicesLikely to be in compliance and eligible to be classified as a

centralized service

Proceed with

Caution!

Caution ensure

documentation of involvement and approval

Caution ensure

service is an allowed

use

Library Services; Are They a Supplemental Service?

Were the library services in place last year?

Do the library services support student

achievement? i.e., offer instruction on specialized

curriculum?

Do the sites have discretion to run library services? e.g. some sites have services

others don’t

Are library services part of the defined “core” services i.e., supported on a district-

wide basis from general funds?

Were they affected by unrestricted funding

reductions?

Likely to be supplanting or disallowed if library services are supported with restricted

funds

Likely to be considered a “place” and not a

supplemental service

Likely a supplemental service that can be

supported with restricted funds

Caution ensure library

services align to the

SPSA

No

No

No

No

No

Yes

Yes

Yes

Yes

Yes

Proceed with

caution if using

restricted funds

Counselors; Core or Supplemental?

Were counseling services in place last year?

Were counseling services affected by general fund

reductions?

Are counseling services provided for specific

populations? e.g. at risk or low performing students

Do sites have discretion in planning counseling services/support?

Are counseling services considered part of the core program? e.g. counselors supported by general funds

Likely to be supplanting or disallowed if counseling

services are supported with restricted funds

Likely services are supplemental and can be supported with restricted

funding. Consider using Title l , EIA, ASES or Migrant funds

Caution ensure

counseling services

align to the SPSA

No

No

No

NoYes

Yes

Yes

Yes

Yes

Are the learning opportunities offered district-wide? i.e., to all

students?

Is the curriculum offered for core subjects or credit recovery?

Is the curriculum for a targeted population? i.e., ELs or Migrant?

Is the program offered at a SIG School?

Is the school Title l SWP or EIA/SCE

Is the schools Title l targeted population or EIA/LEP?

Likely general funds are needed to support the extended learning

opportunity

Likely Title l EIA/SCE funds can support the opportunity

Likely SIG funds can be used

Likely general funds are needed to support the extended learning

opportunity

Likely Title l or EIA/LEP can support targeted students

Extended Learning Opportunities Funding Options

Yes

Yes

Yes

Yes

Yes

No

No

No

No

NoYes

Caution! ensure

program is aligned to SPSA & LEAP

Caution supplanting

issue if program is

supported with general funds at other sites

Cautionensure grant

proposal matches the program that

is offered

No

Paper, or pencils

Instructional Supplies—Supplemental or Core?

Were the supplies purchased with general funds last year?

Are the supplies basic or core supplies?

Are the supplies only used by a specific population?

Are the supplies aligned to goals in the SPSA/LEAP

Are the supplies included in the SPSA and SPSA budget?

Likely to be considered core supplies. Use general funds to

support the purchase

If supplies are aligned to the SPSA revise the SPSA budget

Likely can be considered supplemental instructional

supplies

At risk students

Cautionhave Site Council approve

budget revision before

purchase

Cautioncheck program funding rules to ensure supplies are an allowed

use

No

No

No

No

No

Yes

Yes

Yes

Yes

Yes

Were the supplies affected by cuts in the unrestricted general

fund?

NoYes

Technology Equipment Supplemental or Core

Is the equipment in place now?

Does the equipment require infrastructure or capital

improvements before installing?

Is the equipment part of a technology retrofit? i.e., bringing

all sites up to a specific standard?

Is this a routine equipment upgrade or periodic

replacement?

Does the equipment enhance core curriculum?

Likely to be core and included in a Facility Master Plan or

Technology Replacement Plan

Likely supplanting use general funds or possibly e-rate funds

to support purchase

Possibly supplemental. Check specific program funding rules

to ensure allow ability

Proceed with CAUTION

if using restricted funding!!CAUTION

If it doesn’t enhance

curriculum delivery don’t

purchaseNo

No

Yes

Yes

Yes

Yes

No

No

Yes

CAUTIONinfrastructure costs are generally not allowable with federal funds

Technology Equipment StandardsIs technology equipment

replaced or upgraded per an established schedule?

Are technology purchases centrally managed?

Can sites or departments make their own technology equipment

selections?

Are there technology equipment “packages” based on user type?

e.g., student or staff

Is there a review process for technology purchases? i.e.,

annual review of user satisfaction of equipment or

software effectiveness?

Consider establishing technology equipment

standards that include user levels for students and staff

Congratulations!! Sounds like you have technology equipment

standards under control.

No

No

No

Likely an annual review process for technology

equipment and software would increase satisfaction and

effectiveness

Yes

YesYes

Yes

No

Yes

Are there dedicated funding sources for equipment

replacement?

Establish a dedicated funding source for equipment

replacement

No

Yes

Technology Software Core or Supplemental?

Are there established core software standards?

Is the software used on a grade span basis districtwide? i.e., K-12, K-8 or 9-

12

Is the software utilized for extended learning?

Is the software used at a SIG school?

Is the software used at a SWP Title l or EIA/SCE school?

Refer to standards to determine core versus supplemental software

Likely a core expense; use general funds or possibly

Prop 39 Lottery funds

Likely would be supplanting; proceed with caution if using

restricted funds

Likely supplemental ; Title l and EIA/SCE are possible funding sources. Ensure software is referenced in SPSA plan and budget

Likely supplemental and might be considered a SIG expense. Check to ensure the software is included in

the SIG plan

Is the software aligned to SPSA/LEAP goals? No

No

No

No

No

No

Yes

Yes

Yes

Yes

Yes

Yes

Caution! if software is

used at targeted Title l or EIA/LEP sites ensure use

is for targeted students only

Professional Development Options to Consider

Do the LEAP and SPSA outline current professional development plans?

Are staff members willing to participate in after school or

summer opportunities?

Is there time embedded in the collective bargaining

agreements for professional development?

Is professional development included as a component of the

“core” program?

Likely supplemental; restricted funding could be

used to support staff compensation, materials,

contracts or travel/conference

Likely supplanting or disallowed if using restricted

funds to support P.D.

*Best Practice* Reach out to staff

with alternative options. e.g. buying

prep periods or online/webinar

training

*Best Practice* Update plans to include relevant,

quality P.D. opportunities

No

No

No

No

Yes

Yes

Yes

Yes

Proceed with caution if

using restricted funds for

salary

Possible funding sources: Title l, Title ll or EIA

Food and Refreshments; Best Practices?

Does your agency have a policy that supports

food/refreshment purchases?

Is food used as an enticement to encourage adult attendance

at meetings?

Is food used as a student reward? i.e. pizza party for

increased test scores

Has past practice allowed food and refreshment purchases

anyway? Are requests for food and refreshment reviewed prior to

purchase?

*Best Practice* Establish a Board

Policy that represents the agency’s culture

and climate and Wellness Policy

*Best Practice* Requests should be reviewed to ensure

purchases made restricted funds align

with SPSA/LEAP goals

*Best Practice* Provide healthy

reward alternatives e.g. sports activities

Congratulations! Best Practices Appear to be in

place

No

No

No

No

Yes

Yes

Yes

Yes

Yes

*Best Practice* Encourage a

culture of adult improvement and

involvementNo