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

Integrated Guidance will be used in planning the 2023-2025 biennium

Integrated Planning for Student Success: Integrated Guidance for Six ODE Initiatives (Feb. 2022, link to full document). The goal of this framework for success is to meet the core purposes of each program while trying to create a stronger framework from which we can mark progress, look for long-term impacts, and develop the learning approach to monitoring and evaluation that is a hallmark of high-performing educational systems . One of the aims of this effort is to significantly decrease administrative burden and administrative confusion while putting forward a single application and combining processes for planning, needs assessment, community engagement, budgeting, and evaluation.

Integrated guidance works to braid the following programs:

  1. High School Success (HSS)
  2. Student Investment Account (SIA) within the Student Success Act (SSA)
  3. Continuous Improvement Planning (CIP)
  4. Career and Technical Education – Perkins V (CTE)
  5. Every Day Matters (EDM)
  6. Early Indicator Intervention Systems (EIIS)

SOESD held a virtual ODE integrated guidance session 3/28/22. A copy of the recording is here.

Important Dates and Deadlines

2021-2022 School Year

  • September 1 – November 30 – 2021-22 Quarter 4/Annual Report Window
  • October 1 – October 30 – 2022-23 Quarter 1 Reporting Window

2022-2023 School Year

  • Due October 31, 2022 –  Quarter 1 (July 1, 2022 – September 30, 2022)
  • Due January 31, 2023 – Quarter 2 (October 1, 2022 – December 31, 2022 )
  • Due April 30, 2023 – Quarter 3 (January 1, 2023 – March 30, 2023)
  • Due November 30, 2023 – Quarter 4 (April 1, 2023 – September 30, 2023) + Annual Report

Integrated applications must be submitted between March 1-March 31, 2023. Here is a template to help organize and prepare.

Do you have questions about a plan amendment? Scroll down for more detail or contact Tanya to discuss.

Click here to visit ODE’s page on Integrated Guidance and toolkit, or scroll down for more resources.

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 — This is different from the last Biennium template.
    • You must submit via Smartsheet! Contact tanya.frisendahl@soesd.k12.or.us if you need help finding your link.
    • Click here for a link to guidance documents prepared by ODE. This folder includes step by step instructions for completing required quarterly annual reports. (10/2021)
    • 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.
    • 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.
    • Summer Learning Best Practices (4/14/2021)
Aligning for Student Success: Integrated Guidance for Six ODE Initiatives

Each of these resources can actively support applicants as they move into the fall and begin public planning and community engagement work that will support the Integrated Application, which is due in March 2023. 

Resource 1: Community Engagement Survey Guide and Item Bank

Two resources are being put forward with the shared goal of supporting quality community, student, family, and staff surveys that can help inform applicants’ planning and complement deeper community engagement activities this fall.

The Community Engagement Survey Guide offers practical information on best practices for surveying community members. Within the guide, we offer information around:

  • Outreach and rollout of surveys;
  • How to use the accompanying survey item bank;
  • Protecting and honoring confidentially; and
  • Analysis of responses.

The Survey Item Bank provides a comprehensive inventory of questions applicants could include in surveys for students, families, school staff, and community members that can be customizable to meet the needs of your particular community. Questions within the item bank cover multiple domains including school culture and climate, student and staff relationships, school environment, and school-sponsored activities. The item bank also provides a set of questions to help get input on spending priorities.

Resource 2: District Data Dashboard and Data Visualizations 

Reviewing and visualizing data is a powerful aspect of meaningful community and staff engagement to support the planning process. It is a requirement within the Integrated Guidance that district staff review disaggregated data by focal student, where data exists. We are excited to share multiple paths to meet this goal and to elevate one new statewide resource that offers avenues to share more data for discussion in digestible and accessible formats.

Two resources to support the same goal

The goal is to visualize and discuss disaggregated data in ways to inform an applicants’ planning. An applicant might already have access to this type of data visualization with their own suite of tools. An applicant may get support from their ESD or work with data teams or partners that can assist. We want to encourage these practices by any means possible.

Today, we are excited to share a new publicly accessible data dashboard and one-page guide, created in collaboration with Northwest Regional ESD, which provides suppressed data (publicly available) for each school and district. The data provided includes:

  • Demographics;
  • Federal program demographics (i.e. students with disabilities, emerging bilinguals, etc);
  • Regular attenders;
  • English language arts;
  • Mathematics;
  • Ninth grade on-track;
  • Four year graduation;
  • Five year completion; and
  • Employment projections.

The data dashboard will continue to develop over the coming months but you can begin to use it now.

This October, ODE will also release PDF files of suppressed and unsuppressed data visualizations to each school and district. These data visualizations will include data for the five common metrics – regular attendance, third grade reading, ninth grade on-track, four year graduation, and five year completion. This information will further support districts in drafting their Longitudinal Performance Growth Targets (LPGTs).

Resource 3: A Resource to Ensure Focal Student Group Safety and Privacy (delayed)

ODE staff is hard at work developing an additional resource that will provide recommendations and information about supporting the safety needs of students, families, and communities of focal student groups that are at particular risk of experiencing harm, including LGBTQ2SIA+ students, migrant students, and recently arrived students.

While previously slated for release alongside these other tools, we are taking a few additional weeks to complete this effort. We anticipate releasing this additional resource by the middle of September.

Overall, these supplemental resources will further support the efforts applicants are already undertaking to begin preparing for the submission of the Integrated Application. If you have any questions about any of these new resources, please connect with our team at ODE.EII@ode.oregon.gov

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
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.

What is required for SIA Plan Changes? (09/2022)

SIA Dashboards for Year 2 (Y2) will be released via new Smartsheet links and sent to grantees on October 1st. Similar to last year, Grantees will balance their 2022-23 budget for your Quarter 1 report. This will include completing the following:

  • Update budgets and activities to align with actual Y2 allocations
  • Identify FTE Type

Once the Quarter 1 reporting period closes, if grantees want to make Plan Changes throughout the year, review the SIA Plan Change Quick Guide to determine what Plan Change you want to make and next steps.

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.

Q: Will school districts and schools be receiving another allocation of ESSA Partnership funds for the 2022-23 school year?

A: ODE is monitoring requirements from the US Department of Education pertaining to the identification of CSI/TSI schools and subsequent requirements pertaining to school improvement resources. Current recipients of ESSA Partnership funds should plan for the 2021-22 ESSA Partnership funds being the final in the series.

Q: How much of my allocation can I claim in EGMS once my SIA grant agreement/amendment is fully executed?

A: Based on the distribution schedule articulated in your grant agreement, you will be able to draw down 50% of your 2021-22 SIA allocation once your grant agreement/amendment is fully executed. As the SIA is designed to be a disbursement grant, we ask that grantees claim the full 50% at one time, prior to December 31, 2021. The next 25% will be available on January 1, 2022, and we ask that grantees claim this portion by March 31, 2022.


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