Developing a Title I Budget
Title I Directors
Budget Workshop
June 14, 2011
Waterfront Place
Morgantown, WV
Handout
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Access the WVDE Title I website
Select strategic plan
Select LEA application
Select Developing a Title I Budget
Website:
http://wvde.state.wv.us/titlei/lea_application.html
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 FY11
• Amount of allocation
• Carryover amount
• Percentage of prior year
remaining carryover
$ _______________
$ _______________
_________%
$________________
Current Fiscal Year FY12
• 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 from Title I and the remaining
funds from state/local)
– 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
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
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
–
Utilize the same measure of poverty for
1.
2.
3.
–
Determining eligible school attendance areas
Determining the ranking of each area
Determining the allocation for each school
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)
–
Select a method of ranking schools
1.
2.
District wide ranking
Grade span ranking
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
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
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
Part 4 – Public School Ranking and
Determining Title I School Allocations
• 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
• 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
Part 5
LEA Composite Budget
• Submit a budget narrative to correspond
with the district set aside page
Set Aside
What are you using
the funds to support?
In what line items are the funds
budgeted?
School
Improvement
20% set aside
School choice
SES
Transportation-bus driver salary
Transportation-fuel costs
Instruction-contracted services
for tutoring