Transcript www.healthiersf.org

All About
ExCEL
2014-2015
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Welcome to ExCEL 
ExCEL has put this PowerPoint together as an
introduction to the new or revised information
that is being implemented for the
2014-2015 school year.
Not all of the ExCEL program requirements are
highlighted in this document and we highly encourage
everyone to please refer to the
ExCEL Program Manual
http://www.healthiersf.org/ExCELafterschool/Resources/nprogramManual.php
and/or contact your assigned Excel staff person with
questions.
Thank you and have a great year 
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Table of Contents

Theory of Action

New or Revised ExCEL Forms
 Injury
Report
 Incident
Report
 Educational
Excursion
 Subcontractor
 SFUSD
Purchasing Funds Processing
 SFUSD
Purchasing Funds Request from
 CBO
Expenditure Approval form for Allowable
Expenses
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Table of Contents
 NEW
SFUSD Payroll Forms
 Extended
Calendar Request (ECR) for Certificated Staff
 Extended
Calendar Request (ECR) for Classified Staff
 Classified
Request for Over Time (OT)
 Certificated
& Classified Amendment Request
 Academic
Partnership Framework
 Academic
Liaison
 ExCEL
Lesson Plan
 ExCEL
Lesson Plan Template
Table of Contents

Restorative Practices
 What’s

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Happening in Restorative Practices
 Restorative
Practices Cohorts
 Restorative
Practices Cohorts Calendar
Physical Activity Cohort
 What’s
the PA Cohort
 PA
High School Cohort Schedule
 PA
Middle School Cohort Schedule
Table of Contents

SFUSD Instructional Aide (IA)
 SFUSD
IA Requirements
 IA
on EMS
 IA
Calendar

SFUSD Contracts

ExCEL Invoices

Allowable Expenses

Invoice Dos

Invoice Don’ts
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What’s
NEW
at
ExCEL
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Theory of Action
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San Francisco ExCEL AfterSchool Programs
In High Quality Programs
Safe
Regular
Participation
Program
Attendance
Supportive
Engaging
Diverse, accessible, inclusive
School-day aligned
Skill Building
Physically Active
Has Direct Benefits
for Youth
Improved safety
New skills and
experiences
Strong relationships
with peers and
adults
Improved academic
behaviors
School engagement
Contributes
to Other
Positive
Outcomes
English
fluency
Academic
performance
Higher test
scores
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The ExCEL Injury Report
form is available online.
Link:
http://www.healthiersf.org/ExCELafter
school/Resources/documents/InjuryR
eportRevised.pdf
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Incident Report
[CBO Name]
Location of Incident
Date of Incident
School
Time of Incident
Names of Persons Involved:
Victim(s) & Ethnicity
V1
V2
V3
V4
Assailant(s) & Ethnicity
|
|
|
|
A1
A2
A3
A4
Witness(es) & Ethnicity
|
|
|
|
W1
W2
W3
W4
|
|
|
|
CHECK ONE FROM THE FOLLOWING LIST:
Alcohol/drug possession
Alcohol/drug use
Arson
Assault w/deadly weapon
Battery
Burglary
Defiance/Disruption
Graffiti
Hate Violence
Property Damage
Robbery/Extortion
Sex offense
Sexual Harassment
Theft
Threats/Intimidation
Other read below
Tobacco use/possession
Weapon possession
Describe the Action Taken
1. Were any of the students suspended from the Program? ___Yes ___No
If yes, name of student(s):
_____________________________ Number of days_______ Effective date:_____________
_____________________________ Number of days_______ Effective date:_____________
_____________________________ Number of days_______ Effective date:_____________
2. Were any of the students expelled from the Program? ___Yes ___No
If yes, name of the student(s):
___________________________________
Effective date:___________________
___________________________________
Effective date:___________________
___________________________________
Effective date:___________________
Administrator Notified (name/title)
Caregiver notified Yes Prior to calling SFPD? No
Telephone
Name/Title of Person Making Contact
If the caregiver was NOT contacted, explain
Police called No
By whom (name/title)
SFPD Officer’s Name
Star #
Names of persons present during police interview of student(s)
Date/Time
Name
SFPD Report #
SFUSD Student Injury Report Completed No Attach if “Yes”
Name/Signature of CBO Adminstrator Reviewer
Title/Position
Date/Time
1. HAVE FORM SIGNED BY SFUSD ADMINISTRATOR/PRINCIPAL
Name/Signature of SFUSD Administrator Reviewing Report
Title/Position
Date/Time
2. FAX COPY TO CBO OFFICE.
3. SEND 1 COPY TO YOUR ExCEL DISTRICT COORDINATOR BY THE CLOSE OF BUSINESS ON DATE OF
INCIDENT.
CONFIDENTIAL
Describe Circumstances of Incident
The ExCEL Incident Report
form is available online.
Link:
http://www.healthiersf.org/ExCEL
afterschool/
Resources/documents/IncidentR
eport
Revised.pdf
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The Educational Excursion
form is available online.
Link:
http://www.healthiersf.org/
ExCELafterschool/Resources/
documents/Expenditure
approvalformforEducational
Excursions_003.pdf
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ExCEL After School Programs
CBO EXPENDITURE VERIFICATION FORM FOR SUBCONTRACTORS
Only submit if the subcontractor is not included in your executed contract
School Site: _________________________________________
CBO: ___________________________________________________
Contact Number: ____________________________________
Fax Number: __________________________________________
Site Coordinator: _____________________________________
Email:__________________________________________________
Grant Type (Please circle): ASSET
21st Century Supplemental
ASES Base
Family Literacy
ASES Supplemental
Before School Grant
21st Century Base
Direct Access
Subcontractor approval requests must be submitted at least two weeks PRIOR to the subcontractor
providing services to the students. All required documentation should be on file PRIOR to submitting an
approval request.
Subcontractor:_____________________________________ Address:___________________________________________________________
Phone Number:_____________________________________ Email:_____________________________________________________________
Brief description of services:
Please verify that you have all of information below on file for the subcontractor listed above :
Documentation
Subcontractor Agreement (MOU)
Initials
LiveScan and TB Information documentation for each
adult providing direct services to SFUSD students
Proof of Insurance Per the SFUSD After Schools
Program
Instructional Aid (IA) requirement verification - Letter
stating that all sub contracted staff meet the SFUSD IA
requirement
Administrator Verifying Documentation:
______________________________________
Name
__________________________________
_________________________________________
Title
Signature
FOR ExCEL USE ONLY
ExCEL Assigned Staff: ____________________________________
ExCEL Approval Signature: _____________________________________
20 Cook Street San Francisco, CA 94118
June 2014
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______________________
Date
Tel 415-750-4500
Fax 415-750-8653
The Subcontractors
form is available online.
http://www.healthiersf.org/ExCEL
afterschool/Resources/
documents/
ExpenditureVerificationFormfor
Subcontractors_000.pdf
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The SFUSD Purchasing Funds
Process form is available
online.
Link:
http://www.healthiersf.org/ExCELaf
terschool/Resources/documents/S
FUSDFundsPurchasingProcess.pdf
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The Principal Expenditure Request
form is available online.
Link:
http://www.healthiersf.org/ExCEL
afterschool/Resources/documents/
ExpenditureRequestForm-Principal
_001.pdf
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 Submit to ExCEL for approval
before purchasing the item.
 Include rationale and all
required attachments
before submitting to your
assigned ExCEL staff.
 Include APPROVED CBO
Expenditure Approval Form
for Allowable Expenses in
invoice along with the
receipt of the item.
Link:
http://www.healthiersf.org/ExCELafterschool
/Resources/documents/Expenditure
approvalformforallowableexpensesAug1st2012_000.pdf
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Can be found on the ExCEL website
under Forms-District Staff
http://www.healthiersf.org/ExCELafterschool/Resources/n-forms.php
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Payroll Extended Calendar Request (ECR)
for Certificated Staff
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Payroll Extended
Calendar Request (ECR) for Classified Staff
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Payroll
Overtime Classified Form
SAN FRANCISCO UNIFIED SCHOOL DISTRICT
ExCEL After School Programs
CLASSIFIED REQUEST for Over Time (OT)
School Name:
Requested By:
Requested Date:
SACS Code:
Please submit 4 weeks PRIOR to
beginning work in afterschool
*Classified Staff CANNOT work until you receive Extended Calendar Approval Number*
EMPLOYEES NAME:
_______________________________
 2103 All PARA’s and Instructional Aides:
S10, A03, A04, N10, T-10’s
EMPLOYEES ID #: _____________
SFUSD HOURS WORKED /WK:_________
AFTER SCHOOL JOB DESCRIPTION:
 2903 All Parent Liaisons
and R10, R20, R80
EMPLOYEES ID #: _____________
SFUSD HOURS WORKED /WK:_________
START & END DATE:
$______________
______ TO ______
TOTAL PAY: $_______
TOTAL BENEFITS: $______
EMPLOYEE EMAIL:
_______________________________________
EMPLOYEES NAME:
_______________________________
OT HOURLY RATE:
 2103 All PARA’s and Instructional
Aides:
S10, A03, A04, N10, T-10’s
 2903 All Parent Liaisons
and R10, R20, R80
OT HOURLY RATE:
TOTAL HOURS:_____
START & END DATE:
$______________
______ TO ______
TOTAL PAY: $_______
AFTER SCHOOL JOB DESCRIPTION:
TOTAL BENEFITS: $______
EMPLOYEE EMAIL:
_______________________________________
EMPLOYEES NAME:
_______________________________
 2103 All PARA’s and Instructional Aides:
S10, A03, A04, N10, T-10’s
EMPLOYEES ID #: _____________
SFUSD HOURS WORKED /WK:_________
AFTER SCHOOL JOB DESCRIPTION:
 2903 All Parent Liaisons
and R10, R20, R80
OT HOURLY RATE:
TOTAL HOURS:_____
START & END DATE:
$______________
______ TO ______
EMPLOYEE EMAIL:
_______________________________________
TOTAL PAY: $_______
TOTAL BENEFITS: $______
TOTAL HOURS:_____
 Current available ExCEL funds in object code(s) being requested: $____________
Principal Name: ________________________________ Principal’s Signature: _______________________________ Date: _____________
Employee Name: ________________________________ Employee Signature: _______________________________ Date: _____________
Employee Name: ________________________________ Employee Signature: _______________________________ Date: _____________
Employee Name: ________________________________ Employee Signature: _______________________________ Date: _____________
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Payroll Certificated & Classified Amendment
Request
School Name: _____________________________
ExCEL After School Programs
AMENDMENT REQUEST TO INCREASE/DECREASE HOURS
*Allow 10 business days for approval*
TEACHER NAME
EMPLOYEE
ID #
TOTAL
APPROVED
HOURS
PAY RATE
APPROVED
TOTAL PAY
# OF HOURS
☐INCREASE
☐DECREASE
☐Certificated
☐Classified
HOURLY
RATE
NEW
TOTAL PAY
Academic
Liaison
Academic
Partnership
Framework
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Lesson Plan
Academic Liaison
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An Academic Liaison position will be utilized (formerly called Lead
Teacher) to provide leadership, guidance, and support to academic
after school offerings, not direct instruction.
The Academic Liaison (AL) will be selected by the school site
principal. The scanned Academic Liaison Designation Forms were
due via email to the ExCEL Office on 4/30/14 , but still can be
submitted.
An orientation meeting for Academic Liaisons will be held on
9/23/14 at St. Mary’s Cathedral.
Link:
http://www.healthiersf.org/ExCELafterschool/Resources/n
academicLiason.php
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Academic Partnership Framework
PURPOSE
For all ExCEL After School Program sites to develop solid
academic program components that support student skill
building, contribute to academic achievement, and are
based upon strong partnership between the CBO Lead
Agency and the School Day Staff.
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The Academic Partnership Framework that
ExCEL is promoting consists of:
 Partnership
between school site and CBO
 Shared priorities for student success
Academic Liaison Position is:
 To coordinate academic after school components
 Utilizing data to inform instruction
ExCEL Lesson Plan
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Key Points for Planning *ExCEL Lesson Plans*
 Keep in mind the following frameworks:
 ExCEL Theory of Action
 School Day Common Core “Habits of the Mind” in after
school
 Restorative Practices
 Physical Activity
When should I use the template?
 It may be utilized by program sites to structure activities.
Link:
http://www.healthiersf.org/ExCELafterschool/Resources/documents/ExCE
LLessonPlanTemplate_000.pdf
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Lesson Plan Template
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Lesson Plan Template
Link:
http://www.healthiersf.org/ExCELafterschool/Resources/documents/ExCELLesson
PlanTemplate_000.pdf
Restorative
Practices
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Restorative Practices
SFUSD ExCEL ASP will continue to provide
Restorative Practice (RP) trainings to all After School
staff. The training will follow the same format as last
year.
4 cohorts will meet during their assigned Thursday
workshop training of scheduled month.
Link:
http://www.healthiersf.org/ExCELafterschool/Resources/nrestPractices.php
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What’s Happening in Restorative Practice in 14-15
1. ExCEL Site Coordinator or designee must attend the RP Informational
during the Expanded Learning August Institute. Program Directors are
welcome as well.
2. Each ExCEL after school site is assigned to a RP cohort by CBO.
3. Each school site is committed to attend 4 RP trainings this year.
4. Each school site is expected to implement RP into your programs.
5. ExCEL Staff will check and assist with your progress
Questions: Karen Polk, 750-4500, ext.1019, [email protected]
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Cohort 1:
Cohort 2:
Cohort 3:
Cohort 4:
Urban Services
YMCA
BACR
Embarcadero
YMCA
Mission YMCA
Bayview YMCA
Stonestown
Family YMCA
GLO
SNBC
ASEP
RDNC
Mission
Graduates
R.O.C.K.
CYC
Telegraph Hill
Chinatown
YMCA
Reading Partners
Buchanan YMCA
Refugee
Transitions
SF Arts Ed
Presidio YMCA
Jamestown
Boys & Girls Club
SF Coalition
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Thursdays * 10:30-12:00pm at 20 Cook St.
September 2014
November 2014
January 2015
March 2015
September 4
*October 30
January 8
March 5
September 11
November 6
January 15
March 12
September 18
November 13
January 22
March 19
September 25
November 20
January 29
March 26
Mondays * 10:30-12:00pm at 20 Cook St.
 August 25th
 September 8th
 October 6th
 November 10th
 December 8th
Physical
Activity
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ExCEL After School Physical Activity Cohort
2014-2015: Let’s Move in After School
All ExCEL Programs will identify at least one staff to be
their “Let’s Move” point of contact.
This staff will attend a required session during the
August Institute and (2) PD Sessions scheduled during
the 2014-15 school year. (2) On-Site Observations will
also be scheduled.
ExCEL August Meeting: All After School Programs will
identify PA Goals during common planning/QAP
planning.
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August Institute Meeting: (2) Sessions will be
offered and while required for ExCEL will be open
for all participants.
The goals of this session are to:




Provide program leaders with strategies for
incorporating moderate to vigorous physical
activity (MVPA) during after school time.
Incorporate quality PA into after school time using
the principals of youth development.
Strengthen awareness of the importance of PA
and the impact of sedentary behavior.
Learn at least (3) activities that can be used as a
Brain Break or PA Break during after school time.
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On-Going Professional Development Sessions
(Secondary): (2) sessions will occur one in each
semester.
The goals of these sessions are:



To create a learning community that supports
active and healthy after school environments.
To provide program leaders with tools and
resources to ensure that students are participating
in daily physical activity.
To support after school programs with
implementing their PA QAP Goal(s).
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Secondary sites will participate in (2) Cohort
meetings through out the school year.
Elementary sites can arranged as needed on-site
trainings. Cohort meetings will be held at 20
Cook Street from 10 to 12 unless otherwise
indicated.
See the boxes below for dates.
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Let’s Move in High School After School: 2014-2015
Physical Activity Cohort Schedule- 10 to 12 PM @ 20 Cook Street
HIGH SCHOOLS
AUGUST
INSTITUTE
FIRST
SEMESTER
ON SITE
OBSERVATION
SECOND
SEMESTER
ON SITE
OBSERVATION
1
Academy of Arts
and Science
8/11-12/14
9/30/14
TBD
1/13/15
TBD
2
Balboa
8/11-12/14
9/30/14
TBD
1/13/15
TBD
3
Burton
8/11-12/14
9/30/14
TBD
1/13/15
TBD
4
Downtown
8/11-12/14
9/30/14
TBD
1/13/15
TBD
5
Galileo HS
8/11-12/14
9/30/14
TBD
1/13/15
TBD
6
John O’Connell
8/11-12/14
9/30/14
TBD
1/13/15
TBD
7
June Jordan
8/11-12/14
9/30/14
TBD
1/13/15
TBD
8
Lincoln
8/11-12/14
9/30/14
TBD
1/13/15
TBD
9
Marshall
8/11-12/14
9/30/14
TBD
1/13/15
TBD
10
Mission
8/11-12/14
9/30/14
TBD
1/13/15
TBD
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SF International
8/11-12/14
9/30/14
TBD
1/13/15
TBD
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Wallenberg
8/11-12/14
9/30/14
TBD
1/13/15
TBD
13
Washington
8/11-12/14
9/30/14
TBD
1/13/15
TBD
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Let’s Move in Middle School After School: 2014-2015
Physical Activity Cohort Schedule- 10 to 12 PM @ 20 Cook Street
MIDDLE & K-8 SCHOOLS
AUGUST
INSTITUTE
FIRST SEMESTER
COHORT
FIRST SEMESTER
OBSERVATION
SECOND
SEMESTER
COHORT
SECOND SEMESTER
OBSERVATION
1
Aptos
8/11-12/14
10/7/14
TBD
2/3/15
TBD
2
BVHM
8/11-12/14
10/7/14
TBD
2/3/15
TBD
3
Bessie
8/11-12/14
10/7/14
TBD
2/3/15
TBD
4
Denman
8/11-12/14
10/7/14
TBD
2/3/15
TBD
5
Everett
8/11-12/14
10/7/14
TBD
2/3/15
TBD
6
Francisco
8/11-12/14
10/7/14
TBD
2/3/15
TBD
7
Giannini, AP
8/11-12/14
10/7/14
TBD
2/3/15
TBD
8
Hoover
8/11-12/14
10/7/14
TBD
2/3/15
TBD
9
ISA
8/11-12/14
10/7/14
TBD
2/3/15
TBD
10
Lawton
8/11-12/14
10/7/14
TBD
2/3/15
TBD
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MLK
8/11-12/14
10/7/14
TBD
2/3/15
TBD
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Lick, James
8/11-12/14
10/7/14
TBD
2/3/15
TBD
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Lilienthal, Claire
8/11-12/14
10/7/14
TBD
2/3/15
TBD
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Marina
8/11-12/14
10/7/14
TBD
2/3/15
TBD
15
Presidio
8/11-12/14
10/7/14
TBD
2/3/15
TBD
16
Roosevelt
8/11-12/14
10/7/14
TBD
2/3/15
TBD
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SF Community
8/11-12/14
10/7/14
TBD
2/3/15
TBD
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Visitacion Valley
8/11-12/14
10/7/14
TBD
2/3/15
TBD
Carmichael
SFUSD IA
Requirements
Link:
http://www.healthiersf.org/ExCELaf
terschool/Resources/ninstAideExam.php
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Instructional Aide (IA) Requirement
All program staff and subcontractors who directly supervise
students must document meeting minimum educational
requirements or pass the IA exam administered by the ExCEL
Office.
Documentation in EMS:
 Sign-in to EMS

Click on Participants & Staff

Click on View Program Staff

Click on Staff Name
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Instructional Aide on EMS
Instructional Aide Exam
Calendar 2014-2015
Date
Aug 8, 2014
Sep 4, 2014
Sep 5, 2014
Dec 4, 2014
Dec 5, 2015
Apr 9, 2015
Apr 10, 2015
#
Exams
3
3
3
3
3
3
3
Time
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Location: 20 Cook St.
Capacity/exam
9-10:30
40
11-12:30
40
1-2:30
40
9-10:30
30
11-12:30
30
1-2:30
30
9-10:30
20
11-12:30
20
1-2:30
20
9-10:30
20
11-12:30
20
1-2:30
20
9-10:30
20
11-12:30
20
1-2:30
20
9-10:30
30
11-12:30
30
1-2:30
30
9-10:30
40
11-12:30
40
1-2:30
40
Rooms- TBD
Proctor(s)TBD
Contracts
&
Invoices
Link:
http://www.healthiersf.org/
ExCELafterschool/Resources/
n-invoicing.php
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Contracts
 Contract
Amendments-Allowed on a case by
case basis ONLY
 Carry
over: There are NO carry over funds
allowed from year to year. SFUSD bills CDE
on a cost reimbursement basis. Any funds
not expended by the end of the fiscal year
cannot be billed to CDE. As such all POs are
liquidated at the end of the fiscal year. It is
absolutely necessary to invoice on a monthly
basis and to meet end of the year invoice
deadlines.
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Invoices

Invoices are paid on a cost reimbursement model. Payroll
should be billed for the month in which it is PAID out even if the
hours worked fall in the previous month.
(For example if staff worked August 1-15 paid on 8/25 will be billed on the August invoice,
but staff time worked August 16 – 31 paid on 9/10 will be billed on the September invoice.)

Payroll ledger must be on file with the CBO and available upon
request, but is NOT required each month as invoice
documentation.

Receipts, payroll summary page (page 2 of the invoice template),
Approved ExCEL CBO Approval forms must be submitted as
documentation of expenses with the invoice to the ExCEL
office.
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Allowable & Non Allowable Expenses Updates

ExCEL Logo is required on all custom printed materials for youth
participants only.

Computers and tablets must be purchased through SFUSD and must
include a completed quote from SFUSD IT Department and SFUSD
Purchasing Request Form

All equipment purchased must be entered into the EMS inventory
log.

Subcontractors require a subcontractor approval form.

Food for weekly meetings, professional development, refreshments
for Educational Excursions or Club Meetings is NOT an allowable
expense.
http://www.healthiersf.org/ExCELafterschool/Resources/documents/
FY13-14-EXCELALLOWABLEEXPENSESLISTRevised.pdf
Invoice Do’s

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DO include back up documents and/or spreadsheets outlining the amount billed to ExCEL.
If only a certain percentage of staff salary will be billed to ExCEL, please indicate on your backup documents or create a spreadsheet outlining the amount billed to ExCEL.

DO make sure photocopied receipts are clear with items purchased and prices clearly legible.

DO make sure each receipt is itemized. For receipts from small businesses (produce stores,
neighborhood stores) that do not offer itemized receipts, please list items that were purchased
on the copy of the receipt.

DO be sure to circle the total on the receipt.

DO be sure to indicate the reason for purchase, for example: “materials for cooking class.” You
can photocopy your lesson plan on the same page of the associated receipt.

DO organize your supporting documentation by the order of your summary page.
http://www.healthiersf.org/ExCELafterschool/Resources/documents/InvoiceDosandD
onts13-14.pdf
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Invoice Do’s

DO keep supporting documentation to a minimum when reporting expenses.

For items that need approval, DO be sure to include a copy of the signed CBO Expense
Approval Form for that particular purchase you are billing for.

DO make sure the math adds up! Proof read and double check your work prior to making your
final submission.

DO email your assigned ExCEL staff in advance about unique situations relating to the invoice.

DO make sure you turn in Budget Revisions prior to the pertaining invoice

DO be sure to include a detailed lesson plans that includes educational objectives if
purchases of junk food-like materials for a lesson or activity
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Invoice Don’ts

DON’T include receipts not billed to ExCEL. If it is easier to photocopy receipts
together, please clearly cross out receipts not included in the billing with a
large “X” and clearly note “not ExCEL.”

DON’T include personal items on receipts.

DON’T include a lost receipt document.

DON’T turn in illegible copies of receipts. If the copy is too light, try to make a
darker copy.

DON’T include extra paperwork such as, internal cover pages, petty cash
requests, multiple pages of supporting documentation for a single item.

DON’T include information that is not required.

DON’T invoice over the contracted amount for the year.

DON’T invoice over the administrative budget for the year.
51
 ExCEL
is going paperless! When possible please scan
and email all documents to appropriate ExCEL Staff.
 Our
website has been updated to a more user friendly
format!
 You
can obtain needed forms, documents, and
guidance.
 Check
out the calendar for important information about
due dates and upcoming convenings.
http://www.healthiersf.com/Calendar/mainCal.cfm?catids=4&chgColors=teal
52
Things to Remember!

When in doubt, Ask ExCEL!

Try to keep attachments down to a minimum. Be clear and
direct with your supporting documentation. Do Not include
internal paperwork that does not directly explain the
purchase.

Be mindful of your budget set up and remaining balances as
you are spending.

Always refer to the “ExCEL Guidelines” for Allowable/Non
Allowable Expenses.
http://www.healthiersf.org/ExCELafterschool/Resources/docum
ents/FY13-14-EXCELALLOWABLEEXPENSESLISTRevised.pdf
53
Things to Remember!

Transportation for educational excursions may now
be included on invoices submitted to ExCEL
(with CBO Educational Excursion Approval Form)

Computers and tablets must to be purchased
through the District and must include a complete
SFUSD Funds Purchasing Request Form and a price
quote from the IT Department

Proper documentation for CBO Expenditure
Approvals include a breakdown of the costs AND a
lesson plan with the educational objectives outlined.

All Approval Forms must be submitted in advance
before purchasing or commencing of offsite activities.