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)

UPDATES 7/24/21


Reminder: Third Progress Report is due September 30!  

2020-2021 Third Progress Report 

On August 1st, the SIA Third Period Progress Report columns will be unlocked on your customized reporting dashboard. As a reminder, this report covers the period spanning April 1, 2021 – June 30, 2021 (or April 1, 2021 – September 30, 2021 for those with summer extensions). This final progress report for 2020-2021 is due on September 30, 2021 for those without a summer extension, and on November 30, 2021 for those with a summer extension.

In order to support you in tracking all the required components of this final progress report, we’ve developed additional process guidance to serve as a resource. You will also have access to both written and video guidance via your dashboard.

2020-2021 Annual Report 

The annual report is embedded in your customized reporting dashboard and will also be available to grantees on August 1st. All Districts, Charters who applied directly to ODE, and State Sponsored Charters are required to complete the annual report. While not required, we strongly encourage districts who sponsored charters to incorporate their feedback into their responses to the annual report questions.

Earlier this week, we released the SIA Annual Report Template as a resource to support you in drafting responses to the annual report questions prior to their availability on your reporting dashboard. As a follow-up, we are also releasing SIA Annual Report Guidance to help track all the components required for the annual report. Additionally, it details the type of information the ODE is seeking from each annual report question.

While this guidance is meant to assist you in the completion of your report, it is not intended for your answers to be oriented toward ODE. Instead, it is intended to be as valuable to your reflection and learning from this foundational SIA year, as it is to share the story of SIA implementation out to your community and to the state. With that in mind, we recommend you take this opportunity to integrate these questions into administrative, data study, and/or other meetings in order to compile multiple perspectives to inform your implementation story and learning.

Your annual report includes four pieces to be completed by September 30, 2021 (November 30, 2021 for those with a summer extension):

  1. Complete responses to all four required annual report questions
  2. Post the annual report to your website, and provide the URL to ODE
  3. Present the annual report to your board at an open meeting with the opportunity for public comment (cannot be a consent agenda item)
  4. Provide a copy of the board meeting minutes to ODE

If you have any questions about third period reporting or the annual report, please reach out to Tanya Frisendahl.

SIA Financial Audit

As we continue to move through the implementation cycle for the Student Investment Account (SIA), you may recall that recipients are required to conduct a financial audit of the use of funds in accordance with the Municipal Audit Law. This Financial Audit is structurally designed to be embedded in the school district or eligible charter school’s annual municipal audit, and is similar to work performed for areas of high-risk in the State School Fund.

The first financial audit of SIA funds is to be conducted, presented to the governing body, and submitted to ODE by January 31, 2022. You must post your completed audit on your website by January 2022. Minutes sent from the board meeting must be sent to ODE by January 31, 2022.

In an effort to support your workflow and processes, we have developed guidance for conducting the SIA Financial Audit as required by law. Additionally, municipal auditors will receive a copy of the Suggested AuditProcedures for the SIA Fund.

If you have any questions regarding the SIA Financial Audit, please reach out to Wei Keat Lui, SIA’s governmental auditor.

Plan Adjustments vs. Plan Amendments 

What’s the difference? 

Adjustment: For minor changes to your SIA plan that align to current strategies, help achieve named outcomes, as well as address needs identified through community engagement. Examples of a plan adjustment include the addition or removal of activities within an existing strategy that already exists within the current three-year plan.

Amendment: For making more structural changes to your SIA plan which may include the addition or removal of entire strategies or outcomes. This would also include if you are modifying your plan to address new needs identified through ongoing community engagement. Examples of a plan amendment include a changed relationship with a charter school in your district or as mentioned the permanent removal of a strategy in the original three-year plan. In addition, if ODE recommended that you update your strategy language during the progress report process, please file your plan update as an amendment, which means you’ll also be able to upload the new strategy language on either the Integrated Planning Tool or another format.

If you have additional questions you can email Tanya Frisendahl or register for one of ODE’s upcoming SIA Plan Update Office Hours Sessions:

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

  • SIA Required & Allowable Activities
    • 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.
    • NEW! Summer Learning Best Practices (4/14/2021)

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).

Q: Our district’s indirect rate is less than 5% for other funding streams. Can we still claim up to 5% of SIA funds for administrative costs, which include indirect costs?

A: Yes, according to Oregon Administrative Rules for SIA funds, districts can charge up to 5% or $500,000, whichever is less, for administrative costs which include indirect costs regardless if their approved rate is lower for other funding streams.

Q: Is there a limit on how much of our SIA allocation we can report as expended in the second progress report?

A: The second progress report period limit on expenses that can be reported is 70% of grantee’s reduced allocation for 2020-21 school year. The 70% expense limit includes 40% from the first reporting period (July 1 – December 31, 2020) and the additional 30% for the second reporting period (January 1 – March 31, 2021). When ODE reviews the second report, they will add grantee’s “First Report $ spent” and the “Second Report $ spent” columns, which combined should not surpass 70%.

Q: Our district is currently working on our SIA plan update to be submitted during the May 1 – June 30, 2021 window. Can you clarify whether board approval is required for SIA plan updates for the 2021-23 biennium?

A: For the 2021-23 biennium, grantees who received SIA funds will only need to submit a plan update to the original three-year plan. In our Supporting Quality Implementation guidance released in December 2020, we included a preview of what will be required to be submitted for plan updates in Appendix B. As part of the SIA plan update, grantees will be required to provide narrative responses to describe how community engagement has informed either their adjusted or amended plan as ongoing and meaningful community engagement is foundational to the SIA. Since grantees will be updating the original three-year plan that was previously approved by the governing board as opposed to creating a new four-year plan as originally anticipated pre-COVID, the SIA plan update is not required to formally go before the board for approval.

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

About the American Indian (AI) / Alaskan Native (AN) Educator Success Grant

This program is a result of the Oregon Department of Education Educator Success Grant and we are happy to share it with you for the betterment of our communities. This program will take you deeper into the nine Tribes of Oregon and also introduce you to the other tribes represented in your school districts in Southern Oregon. In Jackson and Josephine counties, so far, there are over 90 tribes represented!

This professional development program will also take you deep into the cultural aspects of education and support you in developing your lens on First Nations perspective on education.

The current education model has not considered the cultural models needed for AIAN students to be fully successful in U.S. American education systems. Oregon Department of Education is changing this with the passing of SB13 which mandates curriculum written in collaboration with the nine Tribes of Oregon and implemented into our public school system.

We know educators have the tools and resources to implement curriculum. SOESD is offering the cultural knowledge to have a deeper understanding of the curriculum you are implementing, a greater understanding of the Original Peoples of this land, and a greater understanding of how your students learn. Questions or comments contact Tanya Frisendahl

The deadline to apply for this program is April 22, 2021. 



Mail Original Signed Application to:

Tanya Frisendahl c/o Nancy Hayes, Southern Oregon Education Service District, 101 N. Grape Street, Medford, OR 97501


Email Application to:

Tanya Frisendahl, tanya_frisendahl@soesd.k12.or.us

Applications must be received by April 22, 2021