Title Monitoring - Title IV, Part A

County

District Authorized Representative

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Last Name

Phone

Area CodePhone Number

IVA-CNA Sec.4106 (d) Comprehensive Needs Assessment E-grants Description:

Per statute 4106 (d), if your district received more than $30,000 in funding, describe the Needs Assessment process for Title IV-A. Include an overview of which stakeholders attended the discussion, when it was conducted, what data the team used to inform decisions, and what the results of the assessment were.

*REQUIRED FOR ALL DISTRICTS THAT RECEIVE AN ALLOCATION OVER $30,000 (including those who transfer.)

Required Documentation:

US Dept of Education Title IV-A Needs Assessment Tool, OR
Montana Comprehensive Needs Assessment Summary Report, OR
Locally determined Needs Assessment Tool or Process, AND
Other supporting documents for comprehensive needs assessment process: Meeting agenda/minutes, supporting data or evidence, parent survey, etc.

Districts Running a Title IV-A Program

Programmatic Reporting

Sec. 4106 (e)(1)(E) and (e)(2)(F)

Annual Programmatic and Fiscal Reporting

End of the Year Reporting and Title IV-A Final Expenditure Report or Program Report (Both in E-grants)
**REQUIRED FOR ALL DISTRICTS THAT RAN A TITLE IV-A PROGRAM

IVA-2 Required Documentation

Maintain documentation of continued consultation with stakeholder groups, including teachers, principals, other school leaders, specialized instructional support personnel, parents, community partners, Indian tribes or tribal organizations, and local government representatives. This documentation could be sign-in sheets, stakeholder meeting minutes, parent communications, surveys/feedback (forms, emails, letters, etc.), future meetings schedule.

Sec. 4106 (e)(1)(A), 4107(a)(1), 4107(a)(2), 4108(a)(1), 4108(a)(3), 4108(a)(4)

Program Coordination and Partnerships Activities under Title IV-A are coordinated with other schools and community-based services and programs and may be conducted in partnership with an institution of higher education, business, nonprofit organization, community-based organization, or other public or private entity with a demonstrated record of success in implementing activities.

Parental involvement is emphasized under Safe and Healthy Students.

**REQUIRED FOR ALL DISTRICTS THAT RAN A TITLE IV-A PROGRAM

IVA-4 Required Documentation

Mental health services program and assessment details.

Written notice for parents describing mental-health services or assessments and informed written consent documents for students who received mental-health

Private School Participation (if applicable) in Title IV-A Programs

Describe the private school consultation process. How are equitable services plans developed?

What services are being provided?

Fiscal Reporting

Program Expenditures

Item: IVA-6a Document the following:

Expenditures are being maintained by the LEA for Title IV-A.

Expenditures are for allowable and approved activities.

Expenditures supplement and do not supplant state and local funds.

Documentation that shows program expenses tracked by expenditure category.

Documentation that shows the breakdown of expenses for the Effective Use of Technology (4109) to ensure not more than 15% was spent on devices, equipment, software, or technology infrastructure.

Evidence of equitable services expenditure for private school share.

Item: IVA-6b Document the following:

Expenditures are being maintained by the LEA for Title IV-A.

Expenditures are for allowable and approved activities.

Expenditures supplement and do not supplant state and local funds.

Documentation that shows program expenses tracked by expenditure category:

Breakdown indicates not less than 20 percent of SSAE funds received was used for Well-Rounded Education programs and activities (4107).

Breakdown indicates LEA used not less than 20 percent of SSAE funds received for Safe & Healthy Students programs and activities (4108).

Breakdown indicates LEA used not less than 1 percent of SSAE funds received for Effective Use of Technology programs and activities (4109).

Documentation that shows the breakdown of expenses for the Effective Use of Technology (4109) to ensure not more than 15% was spent on devices, equipment, software, or technology infrastructure.

Evidence of equitable services expenditure for private school share (if applicable).

Sec. 4106 (e)(2)(A) Distribution of Funds

**REQUIRED FOR ALL DISTRICTS THAT RAN A TITLE IV-A PROGRAM

IVA-8 Required Documentation

LEA fixed assets inventory. This includes laptops, computers, Smartboards, projectors, etc.

LEA retains control of and includes an inventory of fixed assets for all equipment purchased with funds for private schools (if applicable).

Documentation of Title IV-A Employee Time: What are your procedures for time documentation for employees paid with Title IV-A funds? Charges to Federal awards for salaries and wages must be based on records that accurately reflect the work performed. If employee paid with federal funds, then must show that the employee worked on that specific federal program cost objective 200.403(a)

**REQUIRED FOR ALL DISTRICTS THAT RAN A TITLE IV-A IF Salaries/Benefits were expended.

Title Monitoring - Title IV, Part A

Title Monitoring Submission - Title IV, Part A

Student Support & Academic Enrichment (SSAE)

REQUIRED MONITORING DOCUMENTS FOR TITLE IV-A VARY BASED ON ALLOCATION AMOUNT AND PROGRAM ELEMENT

Item IVA-CNA

Item: IVA-1

Item: IVA-2

Item: IVA-3

Item: IVA-4

Item: IVA-5

Item: IVA-6

Item: IVA-7

Item: IVA-8

Item: IVA-9

IVA-10

Save checklist as PDF and upload it into your district's unique Monitoring Portfolio on Google Drive.