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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
SOESD is here to help. 

There are a lot of components and monitoring requirements with SSA funding. We have a team ready to help your school/district with your SSA implementation.

Here are some highlights of what our team accomplished in the past biennium:

  • SIA Implementation Specialists provided 3,405 hours of SIA mentoring support (click for detail)
  • Teams provided professional learning, COVID-19 reopening support, and helped draft plans (click for detail)
  • Specialists led webPD — online professional development courses– centered around mental and behavioral health (click for detail)


Tanya Frisendahl

Student Success Act Consultant
Educational Services Team

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.  Scroll down for more Integrated Guidance resources.

Click here for Early Literacy School District Grant resources. 

ODE Assistance

For help with Quarterly Reporting (or other concerns), chat directly with ODE by emailing or Much other information may be found on ODE’s website here. 

Important Dates

2023-2024 School Year, Spending Period 7/1/23-9/30/24

  • Due October 31, 2023 – Quarter 1 (July 1, 2023 – September 30, 2023; this year’s Q1 report). Reporting components: adjust budget, journaling progress, progress markers.
  • On January 19, 2024, Quarter 1 Integrated Reports will be locked to edits. Please download a copy for your records if needed prior
  • February 29, 2024 – Report due for Quarter 2 (October 1, 2023 – December 31, 2023 ).
  • April 30, 2024 – Report due for Quarter 3 (January 1, 2024 – March 30, 2024). Reporting components: financial reporting, journaling progress, progress markers.
  • June 30, 2024 – Claim deadline.
  • Sept. 30, 2024 – Spend deadline.
  • Aug. 15, 2024 – HSS Year 1 EGMS claims are due. This report should cover dates 7/1/23-8/15/24 (but you will still have access to unclaimed Year 1 funds in Year 2).
  • November 30, 2024 – Report due for Quarter 4 (April 1, 2024 – September 30, 2024) + Annual Report. Reporting components: financial reporting, journaling progress, progress markers. Board minutes and link to Annual Report due with this report.

Reminder: Keep your Integrated Programs contacts up to date. If you need to submit contact changes and/or additions for your district smartsheet access, you can complete this form to submit a request to add contacts and/or to remove existing contacts (don’t email directly to your ODE contact).

Prepare for Big Changes in 2025-2027 Allowable Spending

ODE will no longer offer a summer extension for HSS, SIA, Early Literacy, or the SSA Summer Program Grants, to allow spending for the first few months of a new biennium. All funds appropriated for the current biennium must be spent within the current biennium. ALL funds for the 23-25 biennium will need to be spent by June 30, 2025.

If you have historically used summer extensions, you will not have that option in summer 2025. You must find a way to bridge your own funding for Summer 2025.

25-27 Integrated Guidance Updates Are Coming!

ODE has made a number of changes to the application. Stay tuned for more information. 

Release of 2024-25 Preliminary Allocations

ODE is sharing the 2024-25 Preliminary Allocations for SIA, HSS, EIIS, and Early Literacy below. Please keep in mind that these are preliminary allocations and will change once we have finalized ADM with data from the 2023-24 school year in early June. The 2024-25 Preliminary Allocations for CTE Perkins will be available and posted to the website in a couple of weeks.

ODE doesn’t expect grant recipients to submit any budget or plan changes at this time based on these preliminary numbers. Any change can and will be accounted for during the first quarter report due October 31, 2024.

Senate Bill 732 (SB732)

In 2021, the Oregon Legislature passed Senate Bill 732 amending Oregon Revised Statutes (ORS) 328.542 and 329.095. Each school district will be required to establish what the law calls an Educational Equity Advisory Committee, which ODE will refer to as a District Equity Committee (DEI Committee). Committees will be required for districts with >10,000 students effective Sept. 15, 2025. More detail below.

Changes to CSI and TSI School Identification

ODE is changing how the calculation used for identifying TSI schools is applied. The expected result is more designated CSI and TSI schools. This will likely impact allocations and eligibility going forward (not applied retroactively).

Before September 30, 2024, all schools designated for CSI or TSI support must develop and submit a school level improvement plan to ODE in alignment with processes and structures in place for the Integrated Guidance and Plans. These plans will be submitted via Smart Sheet and additional information and planning resources will be shared soon. Building leaders should work with district staff in order to draw connections to the District’s Integrated Plan and Budget. Guidance and templates for school-level plans can be found on ODE’s website, under the “Program Resources” section (lower right hand column).

2024 SIA Legislative Report

On February 1, 2024, OEII submitted the Student Investment Account Legislative Report to the 2024 Legislature. The Annual Report provides an update on SIA program implementation, investment of resources, and continued analysis of impact of investments. The report also details ongoing work to support alignment of programs under the Integrated Guidance.

2022-2023 At-a-Glance School and District Profiles

Annual profiles have been released. They are available here: 

Managing Integrated Plans

Introduction to the Integrated Programs Reporting and Application Dashboard (RAD)

Through at least the 2023-25 biennium, one Smartsheet dashboard will be used for all coordination of applications, grant agreements, Longitudinal Performance Growth Targets (LPGTs), and reporting for the six Integrated Programs.

The link to manage your integrated plan is here

This link is the same for all applicants/grantees and the information within it changes depending on who is logged in. Therefore, you may share this link with others; however, they will need to be listed as a contact for your institution for them to see the same information that you see. To update contact information for your institution, please fill out the contact information update form.

Things you MUST have on your website

There are a number of ODE required items for your school/district website. Make sure to check your compliance here.

Release of 2024-25 Preliminary Allocations

ODE is sharing the 2024-25 Preliminary Allocations for SIA, HSS, EIIS, and Early Literacybelow. Please keep in mind that these are preliminary allocations and will change once we have finalized ADMw data from the 2023-24 school year in early June. The 2024-25 Preliminary Allocations for CTE Perkins will be available and posted to the website in a couple of weeks.

ODE doesn’t expect grant recipients to submit any budget or plan changes at this time based on these preliminary numbers. Any change can and will be accounted for during the first quarter report due October 31, 2024.


Longitudinal Performance Growth Targets (LPGTs).

Prepare to resume work on LPGTs in school year 2022-2023 (10/2022). Here is a guide to help schools draft. Stay tuned for more information.

Submitting 2023 Integrated Plans

Action Item: Complete the five sections of your application for funding and Continuous Improvement Planning for the 2023-25 biennium by March 31, 2023.

Below contains very basic information on how to complete and submit your application. For more detailed information, see the Integrated Programs Reporting and Application Dashboard Technical Guidance. Highly recommended: Walkthrough video for a demonstration of how to fill out your application.

Again, the link to submit your integrated plan (and the single link for all coordination) is here.

Technical Guidance for the Integrated Programs RAD

A technical guidance document has been developed for use with the Integrated Programs Reporting and Application Dashboard (RAD). This document has a number of sections, including information on Smartsheet generally, how to navigate the RAD, detailed instructions on the application and draft LPGT inputting process, as well as some troubleshooting. The guidance will be updated as needed and the most recent update date will be displayed at the top of the document.

You can find the technical guidance document here or find the link to it in the Resources section of your RAD.

ODE Resources to support the implementation

ODE Training modules for Community Engagement (online course, released 09/2023)

Aligning for Student Success: Integrated Guidance for Six ODE Initiatives

  1. Community Engagement Survey Guide and Survey Item Bank. Includes information and best practices for surveying community members, as well as some pre-scripted questions.
  2. District Data Dashboard and Data Visualizations. To be used with this one-page guide, this helps districts see and understand their data. The link provides a completed example prepared by NWRESD.
  3. Ensuring Focal Student Group Safety and Privacy. This resource is intended to offer safety and privacy recommendations and resources for applicants engaging in their communities. Anyone in your school, district, or area supporting engagement would benefit from reading this resource, including superintendents, building leaders, teachers, and staff conducting engagement.
  4. YCEP/JDEP Engagement. Provides additional information for Youth Corrections Education Programs (YCEP) and Juvenile Detention Education Programs (JDEP) on the necessary steps to meet the Community Engagement component outlined in the Integrated Guidance.
SOESD Training & Documents

Professional Learning:

Dr. Mapp’s Family Engagement Workshops – early 2024

The Four Cs. Offered Tuesdays, February 6, 13, 20 & 27 from 4:00-5:15. Register here.

Studying Skillful Teaching. 

Studying Skillful Teaching Overview PamphletStudying Skillful Teaching Professional Learning Opportunities.

2023 (and earlier) training sessions

Training materials from the sessions may be found online here: Google Drive (contents are view-only; download a copy if you need to edit). Primary documents are listed below.

Early Literacy Grant Resources –> click here.
Updated Northwest Regional Data Dashboard

As a reminder, the dashboard is a great resource for districts as you engage with your community. The dashboard has been updated with the most recent Fall membership data. Specifically, you will find the enrollment changes and demographic trends by race over the last 4 years in every district in Oregon.

Other Resources & Links

Read the full Student Success Act – HB3427 

Read the Governor’s Guidance in Implementing SIA (August 2019)


Existing ODE Resources

  • SIA Required & Allowable Activities — This is different from the last Biennium template.
    • You must submit via Smartsheet! Contact 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)

Case Brief: Supporting Rural Students in Oregon in High School and Beyond (Education Northwest, November 2023).
Two-thirds of Oregon high schools are in rural areas of the state. Thus, increasing rural Oregonians’ college access and completion rates will be one key to achieving the state’s goal that 80 percent of all Oregonians will earn a postsecondary degree or credential by 2025. Read more.

Be Present, Be Powerful Attendance Works Webinar
Attendance Works has announced next year’s attendance awareness campaign theme: Be Present, Be Powerful. They have begun a series of webinars, with the next being held on Wednesday, May 15, entitled “Essential Partnerships for Showing Up to School: Families, Youth and Community.” More information and registration can be found on their website.

Centering Health and Well-Being Webinar Recordings available 

There was a nine part webinar series in Q1 2024. Each webinar is one hour long and highlights the fantastic partnerships between ESDs, school districts, mental health and public health entities, community based organizations and coordinated care organizations that support student mental health and well-being. Topics range from suicide prevention, behavioral health workforce, care coordination from all corners of the state. Please find the list of available recorded webinars on the Centering Health and Well-Being Recorded Webinar Series flyer.

EIIS for Small Schools

Are you excited about EIIS but in a small school or not able to send a team to a learning series? ODE is offering a variety of learning opportunities and technical assistance to strengthen EIIS in your school/district that will be available in the 2023-24 school year, including EIIS Office Hours, presentations at regional and statewide conferences, and collaborative consultation with the EIIS Team. Please contact the EIIS Team or your EII Regional Support partner with questions about the EIIS Learning Series and other opportunities.

A Template Slide Deck to Support Longitudinal Performance Growth Targets (LPGTs) Discussions with School Boards

A final step in the Integrated Guidance process is the co-development of LPGTs between districts and/or charters and ODE. Once finalized and approved by ODE, these targets along with any co-developed Local Optional Metrics (LOMs) will be embedded in the Student Investment Account (SIA) grant agreements. The following steps will need to be taken:

  1. The grant agreement need to be posted on the grantees’ website and available in the main office;
  2. The grant agreement needs to be presented by an administrator at an open public meeting with the opportunity for public comment (not a consent agenda item); and
  3. The grant agreement needs to be approved by the governing board, and a copy of those board minutes must be submitted with your signed grant agreement. Please note that funds will not be released until we have received a copy of the board minutes approving the grant agreement.

To support this effort, ODE has created an optional and customizable slide deck to assist administrators in presenting local LPGTs and LOMs to their governing boards once the co-developed targets have been embedded within the SIA grant agreement. If you have any questions about these requirements, reach out to

Longitudinal Performance Growth Targets (LPGTs) – A 15-minute Data Literacy Recording (spring 2023)

In follow-up to the suppressed and unsuppressed data visualizations released for community engagement, planning, and the Longitudinal Performance Growth Targets (LPGTs) earlier this month, we’ve created a 15-minute recording to support applicants better understand their data visualizations as well as start to increase data literacy ahead of beginning to draft LPGTs. Our team encourages you to review this recording as well as the accompanying Navigating Data Visualizations Slides and Mock Data Set as you have time.

ODE will offer additional webinars on LPGTs and local optional metrics over the next few months. More information about the webinars will be shared via the monthly EII message and recordings of the webinars are on the Innovation and Improvement webpage. 

In 2021, the Oregon Legislature passed Senate Bill 732 amending Oregon Revised Statutes (ORS) 328.542 and 329.095. Each school district will be required to establish what the law calls an Educational Equity Advisory Committee, which ODE will refer to as a District Equity Committee (DEI Committee). Committees will be required for districts with >10,000 students effective Sept. 15, 2025. More detail below.

Senate Bill 732 requires establishment of an educational equity advisory committee in each school district to advise school district board and superintendent about the educational equity impacts of policy decisions and to inform district leaders when situations arise that negatively impact underrepresented students.

n 2021, the Oregon Legislature passed Senate Bill 732 (ORS 329.711) and amended Oregon Revised Statutes 328.542 and 329.095. SB 732 requires each school district to establish what in statute is described as an ‘’educational education advisory committee’’ and for this guidance will be referred to as a District Equity Committee (DEC).

ODE has released new guidance to support implementation of SB 732. District Equity Committees are meant to help school leaders identify what helps or hinders the success of students who Oregon’s educational systems have historically excluded, impacted, marginalized, or underserved. They are intended to advise school boards and superintendents on the educational impacts of policy decisions, the larger district-wide climate, issues impacting underserved student groups, and additional topics necessary to fully elevate student experience and community voice.

This bill and guidance have benefited from efforts, inputs and partnership with statewide equity leaders, rural school leaders, COSA, OSBA, and the Oregon State Board of Education.

Questions or requests for support on implementation can be directed to or

House Bill 2281 (HB2281)

In 2023, the Oregon Legislature passed House Bill 2281. The bill requires that school districts and public charter schools designate a civil rights coordinator to provide guidance and respond to questions and complaints relating to discrimination.  Districts will be required to have a designated compliance officer by January 1, 2024. More detail to come.

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.

Board Minutes: When are they needed, and what must they show? 
  • SIA Grant Agreement (required before funds can be released in EGMS): Board minutes showing that your 2023-24 Grant Agreement (including LPGTs) was presented and approved at an open board meeting, with opportunity for public comment.
  • SIA Annual Report (Due 11/30/23 with your SIA Q4 and Annual Report for 2022-23): Board minutes showing oral presentation of the Annual Report. Please note this is more than just a financial update, and should include progress made toward outcomes within your SIA plan.
  • Early Literacy Application (Due with submission of your application): Board Minutes showing presentation of your Early Literacy Application.
  • Financial Audit Report (Due 2/29/24 with your Integrated Quarter 2 Report): Board Minutes showing presentation of your Financial Audit Report. Note: There is no additional requirement for the presentation to be SIA specific. Discretion remains with the auditors to present on findings relevant to SIA funding.
What can I claim from EGMS?

SIA is a disbursement grant and as of January 1, 2024, you can claim up to 75% of your funds if you have an executed SIA Grant Agreement.

HSS, EIIS, and Federal School Improvement (CSI/TSI) subgrants are reimbursement grants and claims can be submitted at any time once you have an executed grant agreement.

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. 
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