What is the Student Success Act (SSA)?

The Student Success Act (SSA) was approved in 2019 as an investment in Oregon education.

When fully implemented, the Student Success Act is expected to invest $2 billion in Oregon education every two years; that’s a $1 billion investment in early learning and K-12 education each year. Of those funds, $200 million goes into the State School Fund and the remaining is distributed into three accounts: the Early Learning Account, the Student Investment Account and the Statewide Education Initiatives Account.

At the heart of the SSA is a commitment to improving access and opportunities for students who have been historically underserved in the education system.

The SSA has 3 components:

1.  Early Learning Account

2.  Student Investment Account (SIA; see below)

3.  Statewide Education Initiatives Account


Tanya Frisendahl

Student Success Act Consultant
Educational Services Team

Important Documents!

Click here to download the

SIA Timeline for Plan Update and Progress Reports (1/5/21)


Preliminary SIA Allocations for the Next Biennium

These are based on the Governor’s Recommended Budget and project the SIA funding will be $778.8M over those two years. As a reminder, these are preliminary estimates and these will change. The final SIA allocation estimates for each district and eligible charter school will be released this spring and will be in alignment with the May ADM collection and following any adjustments during the current legislative session.

Progress Reports

We are now preparing for the second progress report, which spans the reporting period January 1, 2021 – March 31, 2021. The second progress report is due by April 30, 2021.

As you’re working on your second progress report, please read the guidance and/or watch the video tutorial as they provide helpful tips for navigating Smartsheets and report submission. We know many of you work closely with your SSA ESD Liaisons through the different SIA processes, including submitting the progress reports. Our team will walk through the reporting dashboard template with Liaisons early next week, clarifying what is needed in each section as well as answering questions.

Additionally, ODE will be hosting progress report office hour sessions during the month of April to provide technical assistance on the reporting dashboard. Please click the links below to sign up for one of the time slots and come prepared with any questions!


Districts and eligible charters who have already submitted an SIA application will have the opportunity to submit SIA plan adjustment or amendments during the May 1 – June 30, 2020 submission window.

Please keep in mind that your SIA plan updates will need to meet the following requirements as outlined in Appendix B of the Supporting Quality Implementation Guidance. If your district or charter school didn’t previously apply for SIA funding for 2020, you will need to complete a full SIA application.

If you have any questions about the SIA plan update process, please contact Tanya Frisendahl.


Making up at least 50% of the Student Success Act, Student Investment Account funds are non-competitive grants available to all school districts and eligible charter schools.

The purpose of the funds are to:

  1. Meet students’ mental and behavioral health needs.
  2. Increase academic achievement & reduce academic disparities for students of color; students with disabilities; emerging bilingual students; and students navigating poverty, homelessness, and foster care; and other student groups that have historically experienced academic disparities.

The law requires school districts to meaningfully engage stakeholders to determine the best investments for students in their local community while explicitly focusing on student mental and behavior health, addressing disparities based on race or disability, and improving teaching and learning conditions. The law is rooted in equity, authentic community engagement and shared accountability for student success.

Existing Resources

    • NEW: Operational Blueprint (4/07/21). If you have changed your operational model, you MUST submit a new Operational Blueprint.
    • SIA Required & Allowable Activities
    • NEW: Budget Template for 2021-23: Use this required budget template while preparing your SIA adjustment or amendment for the 2021-23 biennium. (3/12/21) Grantees will be able to either adjust (minor changes) or amend (major changes) the existing three-year SIA plan and submit the update during the window of May 1 – June 30, 2021. Section 4 of the Supporting Quality Implementation outlines the SIA plan process, while Appendix B includes a preview of the information that will need to be submitted.
      • Changes from last biennium’s template:
        • On the “Start Here” tab, you’ll see both your 2021-22 and 2022-23 allocations populate when you select your district or charter school from the dropdown menu.
        • In the dropdown menu option, you will see all school districts as well as all charter schools eligible to apply independently and charter schools eligible to apply as part of a district listed. This year we will be requiring a separate budget template to be submitted for each charter school, regardless of whether they are eligible to apply independently or as part of a district, to support tracking spending in future progress reports.
        • On the “INFO” tab, we’ve added brief descriptions of accounting codes that are commonly used.
        • The “2021-22 Expenditures” tab is where you should detail planned expenditures for the second year of your three year plan and the 2022-23 Expenditures” tab is where you should detail planned expenditures for the third year of your three year plan.
      • As you’re developing your SIA plan updates, you may find the following resources helpful:
        • Charter School Guidance – A resource to support districts and participating charter schools establish SIA district-charter agreements, develop SIA plan updates, and submit required reporting.
        • Plan Narrative Template – This template aims to help districts organize the updates to their application content prior to submitting their complete and Final Adjustment Template in the Google Form.
        • Integrated Planning Tool – This tool is designed to help align strategies and desired outcomes to concrete activities and their associated expenditures.
    • NEW! Community Engagement Toolkit (4/2/21). This new framework provides practical and proven approaches to community engagement that will guide the SIA team’s coaching for SIA grantees over the next five years. Note: this isn’t meant to be digested in one bite — it marks goals, visions, tools, and perspectives we will draw on to support districts and eligible charter schools over time. We hope you find it useful both theoretically and practically. We’ve aimed to include real SIA examples to learn more about where the work done in the first year of implementation fits in the framework.
    • Engagement Toolkit (dated October 2019)
    • Weekly Updates of SIA Applications & ODE Operations
    • Supporting Quality Implementation – The purpose of this document is to provide supplemental guidance for Oregon school districts and eligible charter schools to support and sustain high-quality implementation of the funds they steward through the Student Investment Account from Fall 2020 through June 2023. (dated December 2020)
    • Guidance for Eligible SIA Applicants – The purpose of this document is to provide comprehensive guidance for Oregon school districts and eligible charter schools to complete the planning process and prepare to submit an application for Student Investment Account funds. (dated December 2019)
    • Progress Report Markers – The purpose of this resource is to announce the adjustments to the Student Investment Account (SIA) monitoring and evaluation framework and introduce SIA Progress Markers.
    • Office of Indian Education Tribal Engagement Toolkit and SB13 Tribal History/Shared History Professional Development Courses.

What activities can be funded by SIA funds? 

Expand Instructional Time

  • More hours or days
  • Summer programs
  • Before/after-school programs

Address Student Health and Safety

  • Social emotional learning, trauma informed practices
  • Mental and behavioral health
  • More school health professionals
  • Facility improvements

Reduce Class Size and Caseloads

Provide a Well-Rounded Education

  • Early literacy
  • Middle school programs and supports
  • Broadening curricular options (art, music, PE, STEM, CTE, engaging electives, college credit opportunities, dropout prevention, life skills classes, talented and gifted programs, and access to licensed librarians

What are the expectations for maintaining SIA documents on our district or school website?

The Student Investment Account is rooted in community engagement and transparency. In keeping with this spirit, districts and eligible charter schools are required to post important documents including their SIA plan, budget, and grant agreement to their websites. The SIA team shares the following as guidelines for all SIA documents posted to recipient websites:

  • Original plans and budgets (board approved) should be maintained on the district website. Once the original plan and budget is updated through adjustment or amendment in the spring of 2021, it should also be posted alongside the original plan and budget until the full application cycle is completed again in spring 2023, and at that time, the new board approved plan and budget can replace the earlier versions on the district website.
  • SIA grant agreements should also be maintained on the district website until the full application cycle is completed again in spring 2023. If the grant agreement is amended, ODE encourages recipients to post it alongside the original grant agreement on the district website.

Some districts have a Student Success Act/Student Investment Account webpage that is dedicated to posting information about community engagement activities and events, the legislation and the documents referenced above. Other districts have a “Documents” link where these items can be found. While districts and eligible charter schools have discretion as to where they post these documents, they should be easily searchable and accessible (one to two clicks away from the main webpage).

Another question? ODE keeps a rolling list of FAQs and answers. Click here to view.