Developing a Title I Budget
Title I Directors
Budget and Planning Workshop
June 18, 2012
Embassy Suites
Resources
 No Child Left Behind Act of 2001
 Subpart 1: Basic Program Requirements
 Subpart 2: Allocations
 Non-Regulatory Guidance (www.ed.gov)
 Title I Fiscal Issues, February 2008
www.ed.gov/programs/titleiparta/fiscalguid.doc
 LEA Identification and Selection of School Attendance Areas and
Schools and allocation of Title I Funds, August 2003(Refer to #5
pages 5-6)
www.ed.gov/programs/titleiparta/legislation.html
 The New Title I: The Changing Landscape of Accountability,
7th Edition, by Kristen Tosh Cowan, Esq. (Revised July 2011)
(Chapters 3 and 8 address allocations and budgeting)
http://www.thompson.com/public/offerpage.jsp?prod=TEACH&appcode=prod-search
 Title I Handbook, Volumes I and II
http://www.thompson.com/public/search/thompsonsearch.action?sortOption.value=product
_rank&sortOption.way=0&er=&query=Title+I+Handbook&r=
 Title I Website
http://wvde.state.wv.us/titlei/
 Calendar, Fiscal Procedures, Finance Forms, etc.)
Developing a Title I Budget
Overview
• Part 1 - Review of prior fiscal year
• Part 2 - Title I set aside requirements
• Part 3 – Selection of school attendance areas
• Part 4 – Public school ranking and
determining Title I school allocations
• Part 5 – Developing school budgets and the
LEA composite budget
Part 1 – Review of Prior Fiscal Year
Prior Fiscal Year FY12
• Amount of allocation
• Carryover amount
• Percentage of prior year
remaining carryover
$ _______________
$ _______________
_________%
Current Fiscal Year FY13 $________________
• Current Allocation
• Carryover regular amount $______________________
from prior year
• Total funds available for
$________________
current year
Review of Forms for Carryover
Funds and Budget Transfers
• LEA Carryover Application – required from all
LEAS that will be utilizing carryover funds (p. 12 of
HO)
• LEA Carryover Waiver Request - required if a
LEA has more than 15% in carryover funds (p. 13 of
HO)
Budget forms are available on the Title I website (fiscal section)
http://wvde.state.wv.us/titlei/
Part 2 –Title I Set Aside Requirements
• Required Set Asides
– School choice and/or supplemental educational services
(20% or a lesser amount)
– Professional development (10%)
– Highly qualified (5% or a lesser amount)
– Parent involvement (1%, but N/A if LEA allocation is
less than $500,000)
– Neglected and delinquent
– Homeless
– Indirect costs (based on LEA rate)
• Optional Set Asides
– Administrative budget
– District wide programs
Additional Resource:
Cowen, K. T. (2011, July). The changing landscape of accountability.
Thompson Publishing Group. Washington, DC.,
pp. 165-168
Part 3 – Selection of School
Attendance Areas
Definitions

School attendance area – a geographic area of a
particular school in which children served by that school
reside

Eligible school attendance area – a school where the
percentage of children from low-income families who
live in the school attendance area is at least as high as
the percentage of children from low-income families in
the LEA as a whole
Additional Resource:
Cowen, K. T. (2011, July). The changing landscape of accountability.
Thompson Publishing Group. Washington, DC.,
pp. 161-162
Part 3 – Selection of School
Attendance Areas
General Selection Requirements
–
Select a poverty measure – A LEA shall count only students ages 5-17
in utilizing any of the 5 measures of poverty permitted (*p. 162)
–
Utilize the same measure of poverty for
1.
2.
3.
–
Determining eligible school attendance areas (*pp. 161-162)
Determining the ranking of each area (*p. 163)
Determining the allocation for each school (*pp.169-170)
Identify any schools with a poverty percentage that exceeds
75% - rank from highest percentage to lowest percent without regard to
grade spans Must be served (*p. 164)
–
Select a method of ranking schools (*pp. 163-165)
1.
2.
District wide ranking
Grade span ranking
*Additional Resource:
Cowen, K. T. (2011, July). The changing landscape of accountability.
Thompson Publishing Group. Washington, DC.
Part 3 – Selection of School
Attendance Areas
• LEA discretion in selecting participating
areas and schools
– 35% rule
– Serving an ineligible school attendance area
– Electing not to serve an eligible attendance area
Additional Resource:
Cowen, K. T. (2011, July). The changing landscape of accountability.
Thompson Publishing Group. Washington, DC.
pp. 161-162
Part 3 – Selection of School
Attendance Areas
• Allocating Title I funds to participating areas
and schools
– Allocate according to a decreasing rank order of
percentage of poverty
– 125 % rule - serving any schools below 35% poverty
– Allocate based only on percent of poverty (instructional
model and/or educational need may not be considered)
– Allocate adequate funding to ensure a quality
program (Refer to #5 pages 5-6 of LEA Identification and
Selection of School Attendance Areas and Schools and
allocation of Title I Funds, August 2003)
Part 4 – Public School Ranking and
Determining Title I School Allocations
• Complete the public school ranking spread sheet
• Determine which private schools will be served (if
applicable)
• Calculate the amount of funding needed per school for
salaries and fixed costs for each Title I funded staff
member
• Determine the per pupil allocation from the current fiscal
year's allocation
• Determine the per pupil allocation for parent
involvement
• Determine the per pupil allocation for professional
development (if applicable)
• Determine the per pupil allocation from carryover
funds (Regular and ARRA funding)
• Review the calculations for each school allocation
Part 5 –School Budgets
LEA Composite Budget
Calculate Total Program Budget
• Amount of carryover (regular
funding) from prior fiscal year
$ _____________
• Amount of current fiscal year
allocation
$ _____________
• Total amount to budget for fiscal $ _____________
year
Part 5 –School Budgets
LEA Composite Budget
• Complete the LEA budget
– Budget expenditures for administration
– Budget set asides
– Budget carryover funds
• Complete individual school budgets
• Review the detailed composite budget
• Complete the summary of the LEA budget