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DATA SOURCES FOR THE CRITERIA AND STANDARDS REVIEW

To ensure accuracy in the Criteria and Standards Review form, prior to completion of Form 01CS (01CSI), general ledger data must be imported or key entered in the User Data Input/Review screen, the general fund [CSSF] Form 01 (01I) must be opened and saved, and key supplemental forms must be completed.

Extracted Data From Budget Year (2024–25) and Prior Year Actuals (2023–24)

  • Revenues, expenditures, and fund balances from general ledger data and from Form 01 (01I) data (save Form 01 (01I) after importing or key entering Fund 01)
  • Average daily attendance data from Form A (AI)
  • Subsequent years’ data from Form MYP (MYPI), when used by the LEA
  • Cash balance from Form CASH, when used by the LEA

Extracted Data—Interim Periods Only

  • Budget Adoption Data—The interim Criteria and Standards Review form for the first interim extracts budget adoption data, if available. The budget adoption dataset must be in a non-draft state.

  • Unaudited Actual Data—The interim Criteria and Standards Review forms populates with unaudited actual data from the prior fiscal year, if available. The unaudited actual dataset must be in a non-draft state.

  • First Interim Data— The interim Criteria and Standards Review form for second interim extracts first interim data, if available, for comparison to second interim data. The first interim dataset must be in a non-draft state

Data Preloaded by CDE

  • General ledger (funds 01, 10, and 17) and average daily attendance (Form A) data from prior years’ unaudited actual submissions for second (2022–23 actuals) and third (2021–22 actuals) prior years. (When prior year data is not reported, or is reported incorrectly, resulting in criteria not being met, explanations must be included for each applicable criterion.)
  • Enrollment data from California Longitudinal Pupil Achievement Data System (CALPADS) for second (2022–23 actuals) and third (2021–22 actuals) prior years.

Data Entered by LEA

Throughout the Criteria and Standards Review form, instructions at the beginning of each item identify which data must be manually entered.

TIPS FOR COMPLETING THE CRITERIA AND STANDARDS REVIEW FORM

  • In the Criteria and Standards Review form, general fund [CSSF] data is extracted from the general ledger data and from the saved Form 01 (01I). Therefore, in addition to importing general fund[CSSF] data, Form 01 (01I) must be opened and saved before completing the Criteria and Standards Review form.

NOTE: Since fund data is extracted from general ledger data, as well as from Form 01 (01I), invalid codes and combinations may cause the extracted data to differ from the data displayed in the funds. CDE recommends that invalid codes and combinations be corrected prior to completing the Criteria and Standards Review form. Run the Import technical review checks to identify invalid codes and combinations.

  • After opening the Criteria and Standards Review form for the first time (at which time the SACS Web System extracts data preloaded by CDE, plus fund and supplemental data), you may wish to print the form to use as a tool for gathering data to complete it.

  • To make data entry and moving around in the form easier refer to the Tips for Using the SACS Web System section of this user guide. CDE recommends using the Tab key to move throughout the form.

CAUTION: Please read each item in the Criteria and Standards Review form carefully. The type of data gathered, such as Funded ADA or P-2 ADA, may change from question to question.

  • Detailed explanations are required within the Criteria and Standards Review form when the criteria is not met or supplemental information items indicate a need for additional information.

NOTE: The status of each criterion and applicable supplemental information items default to Not Met until applicable data is imported, saved, and/or entered. Enter a zero in any of the cells that are not applicable.

  • After completing the applicable sections and providing required explanations, such as for criteria with a Not Met status, save and print the form before closing.

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