grant management and reporting tool web application

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CALIFORNIA DEPARTMENT OF EDUCATION Tom Torlakson, State Superintendent of Public Instruction Walk-through Webinar August 3, 2017 Presented by: California Department of Education School Turnaround Office Grant Management and Reporting Tool Web Application

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Page 1: Grant Management and Reporting Tool Web Application

CALIFORNIA DEPARTMENT OF EDUCATION

Tom Torlakson, State Superintendent of Public Instruction

Walk-through WebinarAugust 3, 2017

Presented by: California Department of Education

School Turnaround Office

Grant Management and Reporting Tool Web Application

Page 2: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Agenda• Introduction and Overview

• Benefits

• Logon Page

• GMART Home Page (Select LEA)

• LEA Contact Information Page

• CDE Contact Information Page

• New Budget Page

• Budget Revision Page

• Expenditure Report Page

• Related Documents

• Questions 2

Page 3: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Common Acronyms

• GMARTo Grant Management and Reporting Tool

• LEAo Local Educational Agency

• SIGo School Improvement Grant

• CDEo California Department of Education

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Page 4: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Technical Definitions

• Budgeto A document of financial operation consisting of an

estimate of proposed revenue and expenditures for a given period and purpose. The term usually indicates a financial plan for a single fiscal year.

• Budget Revisiono A document that consists of requested modifications to an

originally approved budget.

• Expenditure Report o A documents that consists of the cost and description of

goods delivered or services rendered for a given period and purpose

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Page 5: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Technical Definitions (Cont.)

• Cohorto A group of LEAs awarded grant funds whose funding

comes from the same source, begins at the same time, and progresses together as a group through a period of time.

• Model Component Codeo A two-letter, two-number code referenced in each

subsection in each subsection of the Implementation Chart for each SIG intervention model.

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Page 6: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Introduction and Overview

• The GMART is a Web-based system that allows LEAs to submit, view, and modify budget reports, expenditure reports, and budget revisions.

• Currently, the GMART allows grant recipients to manage fiscal requirements for SIG.

• The GMART is best viewed with:

o Google Chrome 56.0 or highero Internet Explorer 11.0 or highero Mozilla Firefox 51.0 or highero Safari 5.1.7 or higher

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Page 7: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Benefits

• Fiscal information is immediately available• Improved digital workspace – LEA and CDE views

the same version of information at the same time

• Reduces complexity of reporting

• More efficient – automated, intuitive, accurate

• Less error-prone

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Page 8: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Logon Page

• User name and passwordo Will be e-mailed to LEAso Passwords are case-sensitive

• After five unsuccessful login attempts within one hour, the user will be locked out of the account.o Contact the School Turnaround Office by phone at 916-

319-0833 for assistance.

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Page 9: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

GMART Home Page

• Award amounts• Five-year funding table, per site • LEA List information

o Cohorto LEAo School site(s) 9

Page 10: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

LEA Contact Information Page

• LEA contact information is displayed on this page.

• Contact information should be updated as necessary to ensure successful communication between the CDE and the LEA

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Page 11: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

CDE Contact Information Page

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• Contact information for the LEA’s assigned CDE Education Programs Consultant and Fiscal Analyst is displayed on this page.

• This information will be updated by the CDE as necessary.

Page 12: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

New Budget Page

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Page 13: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

New Budget Page (Cont.)

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Page 14: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

New Budget Page (Cont.)

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Page 15: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

New Budget Page (Cont.)

• Automated e-mail notification provided upon successful budget submission.

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Page 16: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

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Pause for Questions

Page 17: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Budget Revision

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5 Year View

Page 18: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Budget Revision (Cont.)1 Year View

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Page 19: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Budget Revision (Cont.)

How to edit a field

After the line is updated

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Page 20: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Budget Revision (Cont.)

• Submit revision from the 5 Year View

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Page 21: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Budget History

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Page 22: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Expenditure Reports

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Page 23: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Expenditure Reports (Cont.)

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• Up to 110 percent of budget may be entered as an expenditure for a given line item.

• Total expenditures for all line items cannot exceed the total budget amount.

Page 24: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Expenditure Reports (Cont.)

• Submit expenditure report.

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Page 25: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

Related Documents

GMART Information Web page: • www.cde.ca.gov/sp/sw/t1/gmartins.asp

School Improvement Grant Cohort 4 Web page: • www.cde.ca.gov/sp/sw/t1/sigcohort4.asp

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Page 26: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

School Improvement Grant Program Contacts

Name, Title, E-mail,

Phone NumberAssigned LEAs

Cristina FrenchConsultant

[email protected]

Los Angeles Unified Palmdale Elementary Pomona Unified

Leigh Ann Sabicer-ChadhaConsultant

[email protected]

La Honda-PescaderoRiverbank Unified Sacramento City Unified Williams Unified

Sheila ReevesConsultant

[email protected]

Armona Union Elementary Ferndale Unified Folsom-Cordova Unified Oakland UnifiedPanama-Buena Vista UnionRiverside County Office of EducationSanta Ana Valley Unified 26

Page 27: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

School Improvement Grant Fiscal Contacts

Name, Title, E-mail,

Phone NumberAssigned LEAs

Robert BernsteinFiscal Analyst

[email protected]

All LEAs

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Page 28: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

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FinalQuestions?

Page 29: Grant Management and Reporting Tool Web Application

TOM TORLAKSONState Superintendent of Public Instruction

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Thank you!