February 26 Student Investment Account Update

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SIA Update

We know many of you have been eagerly awaiting the release of the preliminary SIA allocations for the 2021-23 biennium as you’re in the midst of budget planning - and we’re pleased to be able to release these today! We greatly appreciate your patience as we finalized a few items related to preliminary allocations on our end. Additionally, we’re including information about requesting a summer extension if your district or eligible charter school needs to continue spending through September 30, 2021. 

Preliminary Allocations Amounts for 2021-23 Biennium 

The preliminary allocations for the next biennium are based on the Governor’s Recommended Budget and project the SIA funding will be $778.8M over those two years. Below you’ll find two links that detail the preliminary allocations for the next two school years: 

It’s important to remember that these are preliminary estimates and these will change. The final SIA allocation estimates for each district and eligible charter school will be released this spring and will be in alignment with the May ADM collection and following any adjustments during the current legislative session. 

Grant Agreement Summer Extension 

As you may recall from the Supporting Quality Implementation guidance, SIA grantees will have the opportunity to request an extension to use their SIA funding until September 30, 2021. This Monday, March 1, the main point of contact for SIA will receive an automated email from Will Vanbuskirk (automation@app.smartsheet.com) with a link to request a summer extension. 

You have until March 31, 2021 to request a summer extension. If you do not submit a request by this deadline, you will need to use your SIA funding by June 30, 2021 as outlined in the current SIA grant agreement. Those requesting an extension will receive a grant agreement amendment that will need to be signed prior to June 30, 2021. 

Please note that requests will be considered for the entire recipient meaning that charter schools claiming funds through the sponsoring district’s SIA application cannot request an extension separate from the district. In addition, for applicants that do not have an executed SIA grant agreement and/or charter agreement you may still submit a request for a summer extension; however, your extension will not be approved until you have a fully executed grant agreement in place. 

If you have any questions about preliminary allocations or summer extensions, please reach out to SIAinfo@state.or.us.

This Week’s Frequently Asked Question

Q: In the Strategies and Activities section of the SIA Progress Report Dashboard, there is a cell next to each strategy to write in evidence. Can ODE provide examples of appropriate evidence for this part of the progress report? 

A: The ODE SIA team recognizes that there has been some confusion on the evidence portion of the dashboard and hopes to provide clarity for future reporting.  In the Strategies and Activities section of the SIA Progress Reporting Dashboard, recipients report on implementation progress toward each strategy and the supporting activities for that strategy. 

If the strategy is related to implementing an integrated mental health program in order to improve student well-being, evidence over time might include:

  • Survey Results: Survey of students indicates more students, and especially students of color, are feeling a sense of belonging. 
  • Counseling Caseload or Schedule: Increased individual attention for students through the addition of additional counseling staff.
  • Professional Development Calendar: In a rolling wave model, all elementary school staff, and half of the middle school staff have participated in the professional learning series. High school staff begin participation in March.
  • Summary Data: Classroom observations indicate that school staff are using strategies elevated through professional learning to improve classroom climate.

As a reminder, you don’t need to upload, attach or hyperlink this documentation into the Smartsheet at this point, though you are welcome to, however if you are audited in the future and this evidence is requested, you should be able to readily pull this information.

Another form of evidence that is coded in this section of the Progress Report, includes the color coding and notes next to discreet activities that support the strategy. The color coding is a simple way to indicate the level of progress next to each activity. The notes are a space where additional examples of activity-level evidence can be documented such as the following examples:

  • Contracted with vendor for student mental health survey to be conducted and summarized annually.
  • Hired additional counseling staff.
  • Contracted with a vendor to provide professional learning for staff on strategies to improve school climate.

Finally, the Journaling Progress section on the report is space where narrative reflection and additional context is reported on the types of changes, barriers and celebrations that are happening in the district overall. As you start to plan for submitting the second progress report, your district or charter school might consider pulling together a team or small group to complete the progress report to ensure you’re covering both the programmatic and financial aspects of the required reporting, as well as to determine next steps for your plan implementation.

Additional Resources

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Please send any questions or comments to SIAInfo@state.or.us. 

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