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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


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.

2022-2023 School Year

  • Due October 31, 2022 –  Quarter 1 (July 1, 2022 – September 30, 2022; this year’s Q1 report)
  • 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 September 30, 2023 — final date to spend 22-23 SIA funds
  • Due November 30, 2023 – Quarter 4 (April 1, 2023 – September 30, 2023) + Annual Report

2023-2024 School Year

  • 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.
  • Due January 31, 2024 – Quarter 2 (October 1, 2023 – December 31, 2023 ). Reporting components: financial reporting, journaling progress, progress markers. SIA financial audit & board minutes due with this report.
  • Due April 30, 2024 – Quarter 3 (January 1, 2024 – March 30, 2024). Reporting components: financial reporting, journaling progress, progress markers.
  • Due November 30, 2023 – 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.
NEW, Early Literacy Grant, apply 12/1/23-1/8/24

The Early Literacy Success Initiative secures $90 million in non-competitive, application-based grants for the biennium to support comprehensive early literacy plans (defined as pre-kindergarten through third grade) in order to increase early literacy statewide.

Application Resources

The following resources will be useful for preparing the grant application for the Early Literacy Success School District Grants:

  • Oregon’s Early Literacy Framework provides the content to engage in deep learning and frame the big picture of effective early literacy.
  • The Program Review Tool guides applicants through applying the Framework to their given setting and includes eight questions that will be required in the Application.
  • The Application Planning Template is a practical tool in which an applicant lays out what they will be required to submit alongside the Inventory and Budget.
  • The Literacy Inventory and Budget includes the template for the inventory required by the legislation and provides pre-populated budget cells that help with planning for allowable expenses. This will be required as an attachment in the Application.
  • The Guidance helps summarize the legislation and lays out how the grant program works, while providing clarity in what will be expected and reviewed.
  • The Application holds all of the questions in the Template as well as the questions in the Program Review Tool and will be the location for uploading the Literacy Inventory and Budget. It comes via Smartsheet on Dec. 1 (and closes on Jan. 8) and will align with the Integrated Guidance tools and reporting infrastructure.

Key Application Dates

  • The submission window opens on December 1, 2023, and closes on January 8, 2024. 
  • Applicants can backdate expenditures to October 1, 2023.
  • When planning the application development, keep in mind that the grant application must have been presented to and approved by the school board at an open meeting.
  • Grant agreements will be issued once applications have been reviewed and meet requirements.
NEW – 2022-2023 At-a-Glance School and District Profiles

Annual profiles have been released. They are available here: 

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.

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). More info will be shared as available.

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.

Quarterly Updates

New 09/28/23: ODE updated the Integrated Programs Reporting and Application Dashboard Technical Guidance to include technical support for quarterly reporting under the Integrated Guidance (see page 33). For a more condensed version, please see the Integrated Programs Quarterly Report Quick Guide.

For the 2023-25 Integrated Programs, there are three types of plan changes: 1) Budget Change, 2) Activity Change, and 3) Outcomes and Strategies Change. Please review the Integrated Programs Plan Change Quick Guide 2023-24, which provides more details on the differences between each type of change and the next steps. The Integrated Programs Budget Codes support you in tracking the various budget codes to reflect plan changes properly.

For a walkthrough of the Integrated Program Reporting and Application Dashboard (RAD), see this video (16 minutes).

LPGT updates: Make sure to look for and update Progress Markers from the dropdown reports.

Progress Report Template — use this as a tool to help complete your quarterly progress reports (Feb. 2023). Click this link to download the template.

For Qtr 2 Reports (due 1/31/24):  The SIA Financial Audit Suggested Procedures complement ODE’s efforts in making sure SIA funds are considered when conducting their regular financial audits annually. The suggested procedures are designed to include an audit of the financial aspects of SIA program implementation such as contracting, budgetary, accounting, and reporting requirements. These procedures are only supplementary and serve as a guide to the municipal auditors should they deem it necessary to conduct an audit specific to SIA. Financial Audits, as well as board minutes that demonstrate the presentation of the financial audit are due with the Quarter Two Integrated Programs Report on January 31, 2024.

2023-25 Preliminary Allocations

Preliminary allocations for High School Success (HSS), Early Indicator and Intervention Systems (EIIS), the Student Investment Account (SIA), and Perkins V release by ODE 10/13/2022. These preliminary allocations are embedded in the Integrated Planning and Budget Template in order to create a streamlined resource for you as you develop your integrated budget. These are very preliminary and will change.

Preliminary allocations for schools identified for comprehensive or targeted supports through ESSA partnerships (CSI/TSI) will be released at a later time once those partner schools have been formally identified.

ODE Training on 10/28/2022: How to Support Well-Rounded Opportunities with Federal Funds

The Well-Rounded Access Program will be hosting a How to Support Well-Rounded Opportunities with Federal Funds webinar on Friday, October 28 from 3:00 – 4:00 PM.  During this time, we will consult with experts at the Oregon Department of Education to walk through how to support well-rounded opportunities using Federal Funds.  Participants can expect to receive an overview of federal funding sources, including Title, Perkins, and IDEA funding.  In addition, participants will gain a more in-depth understanding of well-rounded and how to use these funding resources for well-rounded opportunities identified by their communities.

Please register for this webinar in advance to receive the webinar link and calendar invite.  We will also be recording this webinar and posting it to our website.

Integrated Guidance – next reports due 10/31/22 & 11/30/22

2021-2022 School Year

  • Due November 30 , 2022 – 2021-22 Quarter 4/Annual Report due (last year’s annual report)

2022-2023 School Year

  • Due October 31, 2022 –  Quarter 1 (July 1, 2022 – September 30, 2022; this year’s Q1 report)
  • 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.

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.

  1. Within the Integrated Programs Reporting and Application Dashboard, you will see a section specific to your Integrated Application. This is where you will find resources and the links to the form for your application.
  2. Application sections are not required to be completed in order but all sections must be completed by end of day, March 31, 2023.Remember that you must submit an application – even if incomplete – by March 31, 2023 in order to remain eligible to receive funding covered under the Integrated Guidance. ODE staff will respond to work with you through incomplete applications. Incomplete applications won’t be reviewed for meeting requirements until they are complete.
  3. Your application will be completed using five forms–one for each section of the application. Smartsheet forms do not allow you to save and return to them so the application has been separated out to allow you to submit in smaller chunks. To accommodate, two actions are recommended: 1) Complete the narrative questions using the Integrated Application Template prior to opening the form(s). You will be able to copy/paste your responses into the form. The question order of the application does not precisely match the template–please make sure you are pasting in the information to the correct question. 2) Find a space and time to complete each section of the application individually and have all of your documents to upload ready for the fifth section.
  4. When you have completed all five sections of the application, click on your institution name in the Application Links and Status box. A “details” tab will appear. Navigate to the “Attachments” part to upload all of your needed attachments. Next, scroll to the bottom of the “Data” part to select the checkbox “Once all sections are complete, please check this box to indicate that your application is complete.” and save. This will alert the ODE staff that your application is completed and ready for review.
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

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.

Existing 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)
October Office Hours

For help with Quarterly Reporting (or other concerns), chat directly with ODE:

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 was 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

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

June 2023 Aligning for Student Success – ODE Message


A New Learning Opportunity for Schools and Districts – Early Indicator and Intervention Systems Professional Learning: A Lever for Student Success and School Improvement

Two different learning series will be offered during the 2023-24 school year – EIIS: Foundations for Student Success and EIIS at Middle and High School. Each of these learning series will be offered at no cost to Oregon public schools and districts. Designed and facilitated by Education NW and FHI360, these learning series will provide participants with resources and skills to expand and deepen EIIS best practices. Both series include synchronous and asynchronous sessions, as well as optional consultation with facilitators. All sessions are virtual and districts and schools are encouraged to have four to six person teams of educators and leaders participate. Both learning series will be repeated several times during the 2023-24 school year and there may be more than one learning series group per session depending on the number of participants who register.

Click here for more information about the schedule for each learning series and registration links. Click here* to register your team for the learning series for the 2023-24 school year.

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.


COSA Summer Pre-Conference Session Announcement

The 2023 COSA Summer Conference offers a robust selection of Pre-Conference options this year, including an offering from WestEd: Engaging Equity: An Introductory Workshop for District Leadership. This session will be made available twice (morning and afternoon) on August 2 to provide opportunities for leaders to learn more about the Equitable Mindsets, Systems, and Practices modules the Oregon Department of Education is releasing through WestEd to support and deepen district staff equity learning. More information about this Professional Learning offering can be found on the Aligning for Student Success Professional Learning, Events, and Recordings site. ODE will cover pre-conference registration costs for participants for these sessions, though limited slots are available. Be sure to sign up when you register!


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. 

Other Resources & Links

Read the full Student Success Act – HB3427 

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

When will we receive grant agreements for SIA, HSS, and EIIS?

The grant agreements for SIA, HSS, and EIIS are currently under review for legal sufficiency by the Department of Justice. We anticipate that review to conclude in the next couple of weeks, and will release grant agreements as quickly as we can once approved. Please keep in mind that the SIA grant agreement must go before the board for approval before being fully executed. That said, spending under these agreements is allowable to the backdate of July 1, 2023.

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. 
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