1. Completing a Budget Adjustment- From Idea to Shopping Cart
Title 1 Coordinators’ Meeting
October 25, 2018

2. Completing a Budget Adjustment
When do we complete a budget adjustment?
Whenever you need to modify the school’s Title 1 budget
How do we adjust the budget?
1. Make sure what you want to do is allowable (Follow the
Title 1 School Decision Making Process in PB Handbook)
2. Review with your Fiscal Specialist & Title 1 Coordinator
3. Present your proposal to School Site Council
4. If approved by SSC, complete a Budget Adjustment
Request (SPSA Modification/Budget Signature Forms)

3. #1: SPSA Modification ModificatiM
Enter all required
Information including
the reason.
Underline and
bold budgeted items.
Use current dates.
Consult Program/
Budget Handbook for
narratives of
evidence based
strategies/
expenditures.

4. Do not forget signatures!

5. # 2: School Front End Front End
Enter SFE and “Adjust” amounts for items selected
Positive and Negative $ Amounts will equal
New Total Costs will be reflected
Double check to make sure you have the correct Budget Item(s) and that those items are on your SPSA Modification

6. School Budget Signature Form
State reason for Budget
Adjustment
Secure all signatures
and dates

7. SPSA Modifications F.A.Q.s
Do all Budget Adjustments require an SPSA Modification?
Yes.
When would I need an SPSA Modification but not a BAR?
-When you have a sufficient allocation next to a Budgeted Item in the SPSA but need to change the “specific” item
-When the allocation next to a specific item is not sufficient but your total allocation in all goals for that Line Item is sufficient

8. SPSA Modification F.A.Q. What happens to the Modification?
-After all signatures are secured, the Title 1 Coordinator will a scanned copy of the Budget Adjustment, including the signed SPSA Modification, to the school
What if my clerk or SAA needs a copy of the SPSA Modification for an order?
-Either forward the signed SPSA Modification to him/her or Log onto the Online SPSA Template/Dashboard/Menu and go to SPSA Modification and download a copy.

9. SPSA Modification F.A.Q.s
What would a “compliant” SPSA Modification include?
-All required information is entered including begin dates which are after SSC approval, correct Budget Item #s, and signatures
-Justification is student centered and includes Key language such as: supplemental/supplement, at-risk students, beyond the regular assignment, additional support, grade level standards
-Complete a separate SPSA Modification for Non-Cap Equipment and General Supplies, Technology (also include per unit cost)
-All “X-Time” items list approximate # of teachers/coordinators/ etc. and # of hours

10. Creating a Shopping Cart- Key Reminders
-Communicate with your Clerk or SAA regarding all Title 1 orders
-Provide your Clerk or SAA with: 1) a current and accurate quote w/correct tax rate, bundling fees, etc. 2) copies of the appropriate SPSA page(s) or SPSA Modification (with all LDNE signatures)
-Ensure you have sufficient funds in the correct Line Item
-Use the Title I Cheat Sheet (located at FSEP) for a list of Guidelines and needed attachments for all expenditures using Title 1 funds

11. Questions ???