Student Investment Account Engagement Toolkit

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Beth Conyers, Portland Public SchoolsStudent Investment AccountEngagement ToolkitA Resource for Oregon School Leaders to usein Support of the Student Success ActFinal Guidance October 20191For more information visit:

"The Student Success Act marks a turning pointfor education in Oregon. We can finally invest inan education system that will ensure everysingle student in our state is on a path torealizing their dreams for the future. What wehave come together to do over the past fewmonths will be felt by students, teachers andschools for years to come."Governor Kate Brown, July 1, 2019Join In.Our Students. Our Success.2For more information visit:

A Toolkit for Engaging your Community.Table of ContentsPart One: Introduction & General Overview .4Dear Oregon School District Leaders: .5Toolkit Purpose .7The Student Success Act .8Part Two: Student Investment Account - Essential Facts & Planning .9What is the Student Investment Account? .10Who is Eligible for SIA Grants? .10Student Investment Account Grants & Allowable Use .11Four Categories for Spending.12Requirements for Applying for Student Investment Account Funds .13Student Investment Account (SIA) Plan .14Student Investment Account Application .15Longitudinal Performance Growth Targets and Grant Agreement .16Part Three: Suggestions & Guidance on Meaningful Community Engagement .17Meaningful Engagement .18Principles for Community Engagement .19Planning for Engagement .20Convene Stakeholders .25Part Four: Tools & Resources .26Using Stakeholder Input to Inform Planning.26Incorporate Staff and Community Voice .28Collective Evidence of Engagement .28Tools you can Use! .29Here to Help .31Contact Information .31General Inquiries .31Acknowledgements .31Additional References .313For more information visit:

A Toolkit for Engaging your Community.Part One:Introduction & General Overview4For more information visit:

A Toolkit for Engaging your Community.Dear Oregon School District Leaders:I hope you’ll read and share what follows.On August 21st we released the initial version of this document. ODE received dozens of comments andhas since had hundreds of interactions with district leaders. That is so important and appreciated. Wesee your sincerity and focus. We have also heard your appreciation, requests for additional clarity, andyour sharing of points of challenge or confusion. This document provides our final guidance for schooldistrict leaders and other eligible applicants for the Student Investment Account on communityengagement. More guidance on the application process, setting longitudinal growth targets, and more isheaded your way in November.One of my consistent messages to Oregon’s school district leaders as I’ve been traveling and speaking,along with other members of our team, is both a statement and a question:Right Place Right Time Right Action?We have the right people in roles all across the state or better said “we are the ones we’ve been waitingfor.”It is the right moment in Oregon to focus on equity and educational improvement with focused attentionon both the assets and the disparities that exist for students based on race, poverty, disability, orexperiences with homelessness or the foster care system. These are the students the state legislatureplaced at the center of this act.The essential question is whether, with this historic investment, we will each play our parts to take theright action.I believe we can and that we will.And that optimism doesn’t come by avoiding our state’s history and the facts.In 1844 Oregon had a lash law pushing people of color out of the state and requiring “lashes” if theyrefused to leave. In 2018 the suspension/expulsion rate of Black/African American boys was 7.4% - inKindergarten. Recent data suggests that over 50 percent of Oregon’s 580,000 K-12 students arenavigating poverty.Facing our history also allows us to see how bright the future can be. Our state is strengthened bygrowing cultural diversity and language learning. This creates important opportunities and challenges.Oregon has invested in the idea that we can complete a skilled and focused remodel of public educationto meet the needs and realize the potential of each and every learner and their families.The act focuses on students of color; students with disabilities; emerging bilingual students; andstudents navigating poverty, homelessness, and foster care. I ask that you know, give voice to and holdthese students at the center of your conversations about school and district improvement.5For more information visit:

A Toolkit for Engaging your Community.This is an incredible time for public education in Oregon, and a turning point for how we, as educationalleaders, think about improving the conditions, access and opportunities for young people in publiceducation.We are poised to make a difference. Our state’s past does not have to predict our future. Let’s take theright action, let’s join together as champions for Oregon education.Colt GillDirectorLeading with ODE’s Equity StanceEducation equity is the equitable implementation of policy, practices, procedures, and legislationthat translates into resource allocation, education rigor, and opportunities for historically andcurrently marginalized youth, students, and families including civil rights protected classes. Thismeans the dismantling and restructuring of systems and institutions that create the currentdichotomy of beneficiaries over oppressed and marginalized peoples.6For more information visit:

A Toolkit for Engaging your Community.Toolkit PurposeThis toolkit is designed to support school leaders and their partners across Oregon’s 197 school districtsin authentically and meaningfully engaging students, families, communities, and staff, particularlyunderserved or marginalized groups, in their strategic planning efforts as required by the StudentSuccess Act (House Bill 3427).This toolkit aims to clarify how this first set of engagement processes will enable school districts to stayon track with the steps they need to follow to apply for SSA Student Investment Account funds. Weknow many districts and communities may have already engaged in needs assessment or self-evaluationprocesses, continuous improvement or strategic planning, and community engagement work. Please usethis opportunity to align your work to meet the requirements in the law and reach out with questions,needs and challenges you’re experiencing.We are partners in this work and we each have a distinct role to play in it. We will do our best to provideconsistency, clarity, and state-level systems and expertise around how the requirements of the SIArelate and can be coupled with other investments and requirements of districts and charter schools, sothat integration between continuous improvement plans, ESSA, High School Success, and otherinitiatives can be linked over time. We ask that you stay in the conversation, raise any questions, andname barriers to our goal. We are focused on supporting you in order to help our students succeed.7For more information visit:

A Toolkit for Engaging your Community.The Student Success ActWhen fully implemented, the Student Success Act is expected to invest 2 billion in Oregon educationeach biennium; that’s a 1billion investment in early learning and K-12 educationeach year.In the 2019-21 biennium, the SSA adds 200 million to the State School Fund, bringing it to 9billion. The remaining SSA funds are divided among three targeted accounts. In the 2019-21 biennium,A Vision for Meaningful Engagement and Shared AccountabilityFor communities and school districts across Oregon, our collective vision to improve schools and theoutcomes of students relies on collaboration and partnership. Shared accountability to use thisinvestment well, transparently, and in a manner that fulfills this vision is critical across local and stateentities.Advancing EquityAt the heart of the SSA is a commitment to improving access and opportunities for students who havebeen historically underserved in the education system.8For more information visit:

A Toolkit for Engaging your Community.Part Two: Student Investment Account Essential Facts & Planning9For more information visit:

A Toolkit for Engaging your Community.What is the Student Investment Account?When implemented for the 2020-21 academic year, the Student Investment Account is estimated toprovide close to a 500 million investment directly to Oregon school districts and eligible charterschools. The Student Investment Account is a non-competitive grant program and the purpose is to:1.Meet students’ mental andbehavioral health needs2.Increase academicachievement, includingreducing academicdisparities for: students of color;students with disabilities;emerging bilingual students;students navigating poverty, homelessness, and foster care; andother student groups that have historically experienced academic disparities (Section 9).Check it Out! Oregon Health Authority defines mental health as a state of well-beingin which every individual realizes his or her own potential, can cope with the normalstresses of life, can work productively and fruitfully, and is able to make a contribution toher or his community. Behavioral health is a general term used to refer to both mentalhealth and substance use. Learn more here.Who is Eligible for SIA Grants?The SIA defines eligible applicants for funds as:1. Common school districts and union high school districts; and2. Public charter schools who meet the requirements of eligibility within the law or reachagreements to apply as part of their sponsoring district’s application. Virtual charter schools arenot eligible for Student Investment Account funding.10For more information visit:

A Toolkit for Engaging your Community.Student Investment Account Grants &Allowable UseNon-Competitive GrantsTo receive grant money from the Student Investment Account (SIA), all Oregon school districts andeligible charter schools will be expected to meet the planning, needs assessment and authenticengagement requirements.Allowable UsesAll grant requests must have a spending plan focused in any, some or all of the allowable uses that aredetailed in HB 3427. The categories (Reducing Class Size; Instructional Time; Health and Safety; andWell-Rounded Education) are helpful from a communications standpoint and the bullet points undereach category are those outlined in the law and may be used as strategies to advance equity by reducingand eliminating disparities and by increasing health and well-being for students.School districts are encouraged to review the allowable uses as they engage with students and familiesfrom the priority populations and staff to discuss, inform and develop their SIA plan and application toensure it meets the spirit and intent of the law.An Important Note on the FourCategoriesEligible applicants are requiredby law to describe in their SIAPlan how the allowed use(s) willbe used to meet students’mental and behavioral healthneeds, increase academicachievement for students andreduce academic disparities.11For more information visit:

A Toolkit for Engaging your Community.Four Categories for SpendingReducing Class Size Use evidence-based criteria to ensure appropriate student-teacher ratios or staffcaseloads;This may include increasing the use of instructional assistants.Instructional Time More hours and/or days.Summer programs; before or after school programs.Technological investments that minimize class time used for assessmentsadministered to students.Health & Safety Social and emotional learning, trauma-informed practices; student mental andbehavioral health.Well-Rounded Education Developmentally appropriate and culturally responsive early literacy practices andprograms in pre-K through third grade.Culturally responsive programs and practices in grades 6-8, including learning,counseling and student support that is connected to colleges and careers.Broadened curricular options at all grade levels including: Art, Music, PE, STEM, CTE,engaging electives, accelerated, dual credit, IB, AP, Life Skills, TAG, dropout andprevention programs, and transition supports.Access to licensed educators with a library media endorsement.Strengthening PartnershipsEffective partnerships can avoid isolation, build trust, and improve changes in practice and outcomes.Many of the allowable uses of HB 3427 could benefit from strong partnerships that supportimplementation or weave together community or cross-district supports.Questions?Questions about possible allowable uses will continue to be added to the FAQ resource on the SIAwebpage to help with further clarity along with publishing additional guidance on these aspects of SIAimplementation in late November. We encourage a focus on engagement and discussion of planpossibilities with students, families, and communities at this time. As questions arise please send themto for tracking and responses.12For more information visit:

A Toolkit for Engaging your Community.Requirements for Applying for StudentInvestment Account FundsCommunity EngagementThe Student Success Act (SSA) requires all eligible applicants for Student Investment Account (SIA)funding to engage all staff and particularly students of color; students with disabilities; emergingbilingual students; and students navigating poverty, homelessness, and foster care; and otherstudents who have historically experienced disparities in our schools and the families of studentswithin these focal groups.Needs Assessment ProcessThe SIA requires eligible applicantsto conduct and use the needsassessment process within yourContinuous Improvement Plan.School districts are encouraged toshow evidence of how theycollected community input in thefive priority areas1:1. Reducing academicdisparities;2. Meeting students’ mental orbehavioral health needs;3. Providing access to academiccourses;4. Allowing teachers and staff sufficient time to collaborate, review data and develop strategies tohelp students stay on track to graduate; and5. Establishing and strengthening partnerships.1HB 3427 establishes these priority areas within the CIP process beginning July 1, 2020.13For more information visit:

A Toolkit for Engaging your Community.Student Investment Account (SIA) PlanSIA Planning ProcessThe SIA requires eligible applicants to engage in aplanning process to inform your SIA plan andapplication. The SIA planning process must:1. Take into account the input from thecommunity, including school employees,student groups named and parents andfamilies of those students; and2. Include data collected to make equitybased decisions that is disaggregated byfocal student groups; and3. Include an analysis of the potential academic impact for all students and the focal studentgroups identified in the act; and4. Consider the recommendations from the Quality Education Commission (QEC).SIA PlanThe SSA requires eligible applicants to develop a 3-year SIA Plan in the first year of implementation2 thatincludes:1. A plan for the use of SIA funds2. Which Allowable Uses in section 9 will be funded with grant moneys; anda. Which of the allowable uses will be designated to meet student mental and behavioralneeds; andb. A description of how the allowed uses will be used to meet students’ mental and healthneeds; increase academic achievement for students; and reduce academic disparities forstudent groups in section 9.3. A Budget for how funds will be used4. Alignment with your Continuous Improvement Plan (CIP)Public Review & Board Approval of SIA PlanThe SIA requires eligible applicants to:1. Obtain approval of the SIA Plan by the school board at an open meeting following:a. An oral presentation of the SIA plan at an open meeting;b. Opportunity for public comment; andc. The availability of the SIA plan on the district webpage and at the district office.2In 2020-2021, eligible applicants will develop their first four-year SIA plan, to be reviewed every two years.14For more information visit:

A Toolkit for Engaging your Community.Student Investment Account ApplicationODE will receive applications from school districts and other eligible applicants from March 2 to April 15,2020. Applications for the 2020-2021 grant period will be expected to include:1. Evidence of complying with the application requirements outlined above including communityengagement processes and application developmen

What is the Student Investment Account? When implemented for the 2020-21 academic year, the Student Investment Account is estimated to provide close to a 500 million investment directly to Oregon school districts and eligible charter schools. The Student Investment Account is a non-competitive grant program and the purpose is to: 1.

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