001Good morning and thank you for joining us for the 2025 2026 ESSA consolidated application statewide virtual training conducted by uh the federal fiscal compliance and reporting division, federal program compliance division, grants administration division, and the emergent bilingual support division. We'll begin with a few uh training norms. Before the training begins, let's briefly go over today's session norms to ensure everyone is aware of the various features available to attendees within the Zoom webinar platform. This session is being conducted in a Zoom webinar format, meaning that you will not be able to share audio nor video with each other or with the presenter. Closed captioning in the form of a live transcript and subtitles that are automatically generated by the Zoom webinar platform will be available at today's training. To access the closed captioning features, locate the
002closed captioning live transcript icon on the Zoom menu bar and click on it. The menu will provide you the options to show subtitles, view the full transcript as a training takes place, and additional subtitle settings. If you would like to ask a question, you will be able to type it in The Q&A window can be accessed by clicking on the icon on your Zoom menu bar. To ensure that there is enough time to share all the content, questions will be responded to at the end of the presentation. That wraps up the session norms for today's training. Enjoy the training. So this training um is being recorded and will be posted online and the grants administration division resources web page that you could see online. Um additionally we will be uh posting a statewide training frequently
003asked question document with all the questions that were asked um in the Q&A. So again, if uh just a reminder, please put all your questions in the Q&A um and not in the chat so that we can keep track of all the questions. Um individuals will be responding as we go through the presentation um in writing um and we'll provide those uh responses um within two weeks after today's training. Um in the chat we have put in links to let us know you are here uh by uh completing the check attendance check-in form. If you could please um do that and also the handouts have been posted online and can be exa accessed using the link that uh has been shared in the chat. So our legal disclaimer is uh as follows. This presentation is
004intended solely to provide general information and guidance to Texas LEAs, ESC's, nonprofit subgrantees, and participating private schools receiving equitable services. The content in this presentation reflects the Texas Education AY's current understanding of statute and applicable federal guidance. The content of this presentation is subject to change as a result of future guidance and/or other updates provided by federal agencies with regulatory oversight of these programs. This presentation does not constitute legal advice and entities are therefore advised to seek legal counsel regarding the information and guidance provided in this presentation before acting upon the information provided. Additionally, we'd like to add that the Texas Education Agency does not permit third-party recording or the use of artificial intelligence summary services during its grant related trainings. Attendees of TEA's grant related trainings may not use AI services, language models, applications,
005interfaces, or assistance to attend, review, or record the trainings. TEA further prohibits any person or entity from using the information included in its grant related trainings to train AI technologies. Any attendees of TEA's grant related trainings who violate this prohibition may be removed from the trainings and may be barred from attending future grants related trainings. So during this training, we hope that you're going to be gaining a better understanding of the different parts of the 2526 ESA consolidated application, how to complete the application, and the resources that are being made available to you for completing the application. I'd like to start off by uh mentioning uh the names of the various contributors and individuals that you're going to be hearing from today. This is a coordinated effort among multiple divisions at the Texas Education Agency.
006Um and uh this is the second year that we provide a comprehensive training on the ESSA consolidated application. Joining us from the federal fiscal and compliance reporting division are Laura Wakeake and Nelly Nino. In the federal program compliance division, we have um yours truly, Himeerta. Um we have Dee Garcia, Lenit Trag, Italia Ibanz, Nespawa Himenez, Herardo Ramirez, Victoria Ria, and Vivian Smurl. From the grants administration division, we have Lorie Marquart, Tammy Michaels, and Tasha Clifton Roland. And from the emergent bilingual support division, we have Ricky Santana. So for today's training, we're going to be uh training on the application in multiple parts. So we'll start off with information related to how to access the application. Then we'll move into the various program schedules. We'll have a short morning break, continue with the program schedules, then
007we will break for lunch, continue with the program schedules, then go into the budget schedules. We'll have an afternoon break, close out with some application review, amendments, and closing information, and then we have a special uh section of the training at the end of the day um related to shared services arrangements. So, at this time, I'll to turn it over to my colleagues in grants administration to start the training on accessing the application. Good morning. My name is Lori Markort and I'm in the grants administration division in the NE negotiation unit. I'm going to be going through how to access the application. First, there are certain steps required to access the application. I will be discussing schedules you'll need to complete, including the SC50003 and ADC, in order to have access to the application. Okay,
008let's start with egrants access. So, you want to make sure that staff that are working on the application have access. So, you want to make sure that they have selected the correct roles in order to access the application. In a couple slides later, I will go over how to um select the correct role and there's a chart that we will go over. Okay. So, first what you'll want to do is log in to the TEA website. And on the popular applications ribbon, there is a TEA login. So, you'll want to log in to access egrants. I wanted to also mention that under finance and egrants or finance and grants that there is a lot of information regarding grants and it also includes entitlements. Okay. Now, we're going to talk about accessing FEL. So, if you
009already have a username and password, you're going to want to enter enter that here. If not, you're going to want to request new user account and then follow the steps to receive an account. If you need assistance, you can always contact your negotiator for assistance. Um, and then you want to remember to always clean up and delete old access. You want to review your staff roles periodically and de delete roles that no longer are required. Okay, now we will talk about egrants access under teal. There are several applications that you can apply for. There's expenditure reporting and ask TED. But to get into the application, you're going to want to select egrants. Okay. So, egrants roles and privileges. This on I just want to kind of go go over this chart. On the left shows
010the roles. So there's grantee official, grantee manager, grantee staff, grantee writer, and grantee viewer. And then on the top there are different areas. There's contacts, compliance reports, grants, special collections, and document library. The grantee official role will be the one that you can um do almost everything with. The grantee manager role you'll be able to um negotiate applications but you will not be able to delete drafts. And then for egrants, the grantee staff and grantee viewer will have view only. And then the under the contacts tab, we just wanted to remind you that except for granty viewer, everybody has the ability to modify information. And then under the special collections tab, only a grantee official and grantee manager can submit changes. There's also a how-to video that's pretty short that is over on the right
011hand side that shows you the egar roles and privileges. So that would be great to review. Now I'm going to turn it over to Dee to go over the resources. Thank you, Lori. Um I am going to go over the resources that are available on um the website and to help you navigate the ESSA consolidated application. under the TEA website there is on the TEA ribbon there is a link to grant opportunities and that'll take you to a page that you can search for any application uh within TEA undergrads um you would search for the ESSA consolidated application and you'll see a wealth of resources available for the application. You can see what the sample application looks like. We have the program guidelines and the program guidelines will tell you what are the the requirements
012for each program within the consolidated application. You have the general and fiscal guidelines. You have the provisions and asurances. You have the general, the ESSA and the program specific provisions and asurances. Um so I recommend that you do read those um fully to ensure exactly what you're certifying within the application as to what you're going to do for each program. You also have the reap eligibility list, the SE 5000 title one part A campus selection handbook. U the private nonprofit school equitable services resource link. It also gives you all the due dates for the application as far as the application designation and certification where or ADC when it's going to be available when the application is available and what that due date is your last amendment due date along with expenditure reporting due dates. You
013will also have information as far as who you can contact for program questions and funding contact information. Also within the application itself um each schedule has a link for instructions. So you have if you are not certain as to how to complete a schedule, you can go to the instructions document and that'll give you a step by step of how to complete a schedule. also within some of the schedules such as the SE5000 which is your title one part A campus selection schedule and your BS60001. You have an additional um button that has a report uh and you'll see a button that says view print report on the SC5000. You will after you complete or fill out the SC5000, you can view that report to see what you entered onto the SC5000 and it'll also
014sort um the report for you. On the BS60001, uh you will have the same option to view and print report. And what that will tell you for your fisc if you are a fiscal agent, it'll let you know what leas have selected you as a fiscal agent and who your membership is. As I said, behind every schedule there are instructions. Um, this is a slide that will give you quick access links to all the instructions included within the application. Also, every division has additional um resources within their own division websites. The Federal Program Compliance Division websites have training videos, training slides. There also program guides, um the Consolidated Comprehensive Needs Assessment or CCNA, and there's FAQs in the Emergent Bilingual Support Division, Title 3 Part A website. They have a funding guide book, Title 3
015engagement website along with F FAQs. Um the grant administration division website is where you can get what your entitlement amounts are, grant basics, applying for a grant, administering a grant, grant resources and FAQs, and then across all programs we have uh all program resources is we have a program compliance selfch check guide um that will give you those program selfch check items that are going to be included in that year's uh compliance reports. And then we also have the comprehens I mean the consolidated comprehensive needs assessment or CCNA. Now I'll turn it over to Grants to go over the 50003. Thank you DD. Okay, now we're going to go over the SE 503 formula grants consolidated schedule and the applicant designation and certification form or the ADC. I just wanted to remind you that the
016SC50003 was open May 1st. So, you want to try to get this ready and submitted as soon as possible. And just a reminder, you can't submit the ADC until you've completed the SC 50003 and submitted it. Okay, let's go over the SC50003 formula grants consolidated schedule. We will talk about completing the formula grants consolidated schedule over the next couple of slides. Okay. The SC 503 includes the sped federal, sped state, ESSA, and Perkins grants. since this is a consolidated schedule. So, just so you know, you're going to want to click on the special collections tab and click on the 2526 SC 50003 formula consolidated schedule in order to complete this. SC stands for special collections in the SC 50003. Okay. Now let's go over the particular parts in parts one and two to access the
017um the SC 50003. Remember you have to consolidate since this is a consolidated schedule with ESSA Perkins and SPED. So for part one under equitable access and participation, you can select no barriers. But if you select barriers, you're going to need to select from students, teachers, and others, and enter a description. I just wanted you to be aware that under instructions, it lists a couple of examples of descriptions for barriers. So, you can go to the instructions link and find examples. There's also an add item or delete item in order to add more items under barriers. And then you must go under part two and there's guideline provisions and asurances that you have to review. There's also specific special guidelines and provisions and asurances that you need to click on. And then at the bottom,
018you're going to have to confirm that you've reviewed these information for esserans. And then you'll need to certify and submit the SE 50003. So once you get to part three, it's called certification and incorporation. So you'll need to select the authorized official. If you have not added the authorized official, you'll need to select the button where you add the authorized official and then make sure you certify and submit the SC50003. Okay. So once you've submitted the SC50003, you're going to complete the applicant designation and certification form. This is also called the ADC. So to find the applicant designation and certification form, you're going to go under you're going to go into eGrants and go to under the grants tab which shows grants and pro process apply for eligible grants grants and draft grants and negotiation
019submitted grants and awarded grants. So once you've submitted the SC5 503, you're going going to go under the apply for eligible GL grants. So once you um apply for eligible grants, you're going to select the ADC form, which is the applicant designation and certification form. Under this form, you're going to complete the for each fund source how you're going to apply. And the ways you can apply is apply on own, apply as a fiscal agent of an SSA, not apply at all at all, or apply as a member of an SSA. So, we wanted to make sure if you apply on an SSA that you know that you have to designate the fiscal agent and their CDN number. So, in order to do this, the fiscal agent must complete the ADC before the member districts
020and then Part two, you're going to certify and um that you've reviewed the information in part two. Okay, now we're going to go over Let me see. Sorry, I think I Okay, so once you certified and submitted the application, then we're going to go over the functionality of the application. Under the functionality of the application, there's a status column that shows you what has been completed and what says incomplete. and then areas that are new. And then under the last update column, it will show you the last time that you updated the schedule and that it was modified. Another thing I wanted to go over is the warning and error messages under a warning message. If you receive that regarding the ESSA consolidated federal grant application, that means you created an um a message that
021you're still able to proceed, but that may cause um some issues. So, like if you're in the ADC and you select two different designations on your ADC, it might give you a warning message that you have um that you may not that you can proceed, but that it may be creating an error. So, with a warning message, you can still proceed. with an error message. We just wanted to remind you that an error message you cannot proceed before you correct prior to submission. There's an also there's also an error um a view errors information at the top of the schedule and you can view your errors. If you have any questions regarding your error um messages, you can reach out to your negotiator and they can assist you. And then there are links to application
022schedules. So under the hyperlink of each of these schedules, we just wanted to remind you that you can click on the hyperlink and it'll take you to that particular schedule. Also, I wanted to remind you that under the application, there is a delete draft section. So, if you started a draft application and you need to delete that, it's next to the certify and submit button and only the granty official can delete the draft. Okay, next we will talk about the GS21 information schedule. Applicant information schedule. This is the first schedule in the ESSA consolidated grant application. Under part one, the organization and information is prepopulated. So you don't have to enter any inter information in this section. Part two is for the applicant contacts. So we want to make sure that when you complete this
023information that the primary and secondary contacts are not the same. We also want to make sure that when you complete part two that you ensure that these are the applicants that will be able to contact regarding negotiation on the application. So you want to make sure that this information is up to the up tod date at all times. And remember, you can go to the contacts tab and update this information at any time. Thank you. Okay. Um, now I'm going to go over recommended schedule order and important dates. And I do want to stress the word recommended. This is not required. Uh so just this is something that we recommend just to hopefully um alleviate some frustration for eleas when completing the application. Uh first of all um to get started we have the gunfree
024schools uh compliance report or the PR 6000 which is your district level report. Those reports are open now and I'll go over those open dates and closed dates. Um, but you need a gunfree schools district report must be submitted on egrants prior to receiving your NOGA. If you do not receive a no, if you do not submit the report, your NOGA will be um on hold until that report has been submitted. begin to then do the SC50003 uh which is the formula grants consolidated schedule and Lori went over that. You would complete and uh certify and submit that schedule in order for the ADC for your district to open. Then you would complete your application designation and certification form or your ADC which is your GS2200 and that will open your grant application. Once your
025grant application opens um you would need to complete your GS2100 which is the applicant information uh as far as who your contacts are. And once that is submitted on the application, then all the the schedules that you're eligible to complete will uh be available to you. First, um it would be the reap and funding transferability schedule or the PS3109. Um and that is populated based on what you have indicated on your ADC and um also it looks at the flexibility for reap flexibility sorry then complete your PS3099 or your private nonprofit schedule um as that has a dependency on the PS3109 reap and funding transfer. ability um for the PS3099 then complete your SC5000 um as there is a dependency on the PS3101 when you complete your SC5000 then complete your budget schedule which is
026the BS60001 as that also has a dependency on the title one scheduled PS3101, then you can get into all your program schedules. Firstly, uh if you're eligible or if you are applying for title one part A, you would complete your PS3101 as that also has a dependency on what you indicated on your REAP and funding transferability schedule, your SC5000, which is your title one part A campus selection schedule, and it has dependencies on your budget schedule, P uh BS60001. then complete um if your PS3102 which is title one part a neglected and title one part D subp part two is that has a dependency on uh the title one schedule which is the V PS3101 then you can complete your title 2 schedule which is your PS3104 is there's a dependence dependency also on PS3109
027and your title 4 schedule or your PS3107 which has a dependency on the PS3109 which is also your funding fund and transferability schedule and those dependencies will look at either an allocation whether or not you have to do a reservation and that's why we recommend the order on how to complete the schedule to kind of prevent that having to go back and forth on the different schedules. Then you can complete the remainder of your uh program schedules along with all the supporting schedules that will go with your budget. And then if uh there is a waiver uh schedule which is a WV401 which is a TA use only and that will come um once uh carryover has been calculated. Again this is a recommended schedule. Uh we just put this as recommended just to hopefully
028alleviate some of that going back and forth frustration that um that you may experience while completing the application. Some important dates to remember. Um we are in the midst of closing out our 2425 uh grant cycle. So for 2425 we have the uh compliance reports as I mentioned the gunfree schools report which is the PR6000 and there's also a campus level report associated with that which is the PR6100. Um that report opened on May the 2nd of 25 and the report is due on June 30th of 25. And I do want to stress yet again that the PR6000 or your district level report must be submitted in order for you to receive a NOGA for 2526. Um the campus level report is only required if you had any um any gun gun incidences reported on
029your at one or more of your campuses within your district. and that is the district campus report that you would be required to submit for that one campus or campuses. Also, we'll have the ESSA consolidated compliance reports which will open on July the 29th of 25 and due on September 30th of 25. Now to move forward with a 2526 as a consolidated federal grant application uh which your five SC50003 which is your formula grants consolidated schedule opened on May the 1st and is due on May the 3rd of 25. the ADC's uh open for ESC's on May 13th of 25 and then the ADC for all opened on May 20th of 25 also due on September 3rd of 25. Then the grant application opened up at the same time along with what I mean opened
030on May 20th of 25. And then if a district is a member of a shared service arrangement for all of the programs that they are eligible to apply for, then they are required to complete an SC3099, which is your private nonprofit school equitable services. And that report also opened on May 20th and due September 3.