CDE Compliance Calendar & Forms
Annual reporting deadlines, required forms, and CDE reporting systems for ASES, 21st CCLC, and ELO-P programs.
4
High-Urgency Items (Next 3 Mo)
18
Annual Deadlines Tracked
6
CDE Forms Available
5
Reporting Systems
Filter by stream:
⏰ Upcoming Deadlines — October 2026 + Next 3 Months
| Month | Funding Stream | Deadline / Event | Urgency |
|---|---|---|---|
| October | ASES |
Semiannual Attendance Report Due
ASSIST attendance report for Jan–June of prior year due.
|
HIGH |
| October | All |
Annual CQI Data Due (Oct 31)
Annual Outcome-Based Data for Evaluation and CQI due for all ASES, 21st CCLC, and ASSETs programs.
|
HIGH |
| October | All |
PD Closure Day 1 Window
First staff development closure day typically scheduled.
|
LOW |
| December | ASES |
Semiannual Attendance Report Due
ASSIST attendance report for July–Dec of current year due.
|
HIGH |
| January | ASES |
Grant Renewal Applications Due
ASES grantees on renewal cycle submit 3-year renewal applications.
|
HIGH |
| January | ELO-P |
Mid-Year Review Period
Districts review expenditure pacing and program delivery against plan.
|
MEDIUM |
📅 Full Annual Compliance Calendar
Q1: January – March
| January | ASES |
Grant Renewal Applications Due
ASES grantees on renewal cycle submit 3-year renewal applications.
|
HIGH |
| January | ELO-P |
Mid-Year Review Period
Districts review expenditure pacing and program delivery against plan.
|
MEDIUM |
| February | ELO-P |
Recovery of Unspent Prior-Year Funds
Second Recertification reduces monthly payments Feb–June for unspent funds.
|
HIGH |
| March | ASES |
Mid-Year Expenditure Review
CDE reviews mid-year expenditure data submitted through ASSIST.
|
MEDIUM |
| March | All |
PD Closure Day 3 Window
Third staff development closure day typically scheduled (EC 46120(b)(8)).
|
LOW |
Q2: April – June
| April | ELO-P |
P-2 Principal Apportionment Data Collection
Annual declaration of operational intent required (SB 153, new 2025-26).
|
HIGH |
| May | All |
Summer Program Planning
Submit forms for summer programming: 6-hour approval, off-site programs, staffing.
|
MEDIUM |
| June | All |
Fiscal Year End
All current FY funds must be encumbered. Year-end closeout begins.
|
HIGH |
| June | ELO-P |
Prior-Year Funds Expenditure Deadline
All ELO-P funds from prior FY must be fully expended by June 30 (e.g., 2024-25 funds expire June 30, 2026).
|
HIGH |
Q3: July – September
| July | ELO-P |
Expenditure Reporting Portal Opens
ELO-P Expenditure Reporting Portal opens (July 1 – Sept 30).
|
HIGH |
| July | ASES |
Expenditure Reporting Window Opens
ASES expenditure reporting for prior FY opens via ASSIST.
|
HIGH |
| August | All |
New Year Setup & Pre-Launch PD
Platform setup, staff training, coordinator onboarding before school year starts.
|
MEDIUM |
| September | ASES |
Expenditure Reporting Deadline
ASSIST expenditure reports due by Sept 30.
|
HIGH |
| September | 21st CCLC |
Annual Performance Review (APR) Window
21st CCLC federal APR submission window opens (Sept–Oct).
|
HIGH |
Q4: October – December
| October | ASES |
Semiannual Attendance Report Due
ASSIST attendance report for Jan–June of prior year due.
|
HIGH |
| October | All |
Annual CQI Data Due (Oct 31)
Annual Outcome-Based Data for Evaluation and CQI due for all ASES, 21st CCLC, and ASSETs programs.
|
HIGH |
| October | All |
PD Closure Day 1 Window
First staff development closure day typically scheduled.
|
LOW |
| December | ASES |
Semiannual Attendance Report Due
ASSIST attendance report for July–Dec of current year due.
|
HIGH |
📋 CDE Required Forms
6 forms| Form Name | Funding Stream | Purpose | Strategic Value for Outreach |
|---|---|---|---|
| 📄 School Site Substitution | ASES/21st CCLC | Request to substitute one school site for another in grant | Signals program restructuring — outreach opportunity for districts in transition |
| 📄 Fiscal Agent Change | ASES/21st CCLC | Change the fiscal agent for the grant | Major administrative change — new fiscal agents need new systems like Resource Portal |
| 📄 Off-Site Program Information | ASES/21st CCLC | Document programs operating at non-grant school site locations | Transportation and logistics complexity — Resource Portal helps track multi-site operations |
| 📄 Six-Hour After School Summer/Supplemental Approval | ASES | Request approval for 6-hour summer programs instead of 9-hour | Summer program planning trigger — reach out in spring when districts submit this |
| 📄 Partnership Restructure | ASES/21st CCLC | Modify community partner arrangements within the grant | Partner changes = new coordination needs — Resource Portal's multi-provider management is relevant |
| 📄 Staff Development / Attendance Relief Request | ASES/21st CCLC | Request to use PD closure days or attendance relief | Staff development planning trigger — tie to Resource Portal's included PD program |
🖥️ CDE Reporting Systems
ASSIST
After School Support and Information System
CDE's online portal for submitting attendance and expenditure reports. ASES and 21st CCLC grantees submit semiannually.
ASES
21st CCLC
Access System →
Annual CQI Data
Annual Outcome-Based Data for Evaluation and CQI
Required for all ASES, 21st CCLC, and ASSETs programs. Due October 31 annually.
ASES
21st CCLC
ASSETs
APR
Annual Performance Review
21st CCLC-specific federal reporting requirement (Title IV, Part B).
21st CCLC
Program Plan
ASES Program Plan
Board-approved plan required for all ASES grantees. Publicly posted on LEA website. Reviewed every 3 years.
ASES
ELO-P Expenditure Portal
ELO-P Expenditure Reporting Portal
Annual expenditure reporting for ELO-P funds. Portal open July 1 – Sept 30.
ELO-P
🎯 Outreach Timing Guide
June – August
Year-end closeout + new year setup
"Start clean — get your reporting infrastructure in place before the year begins"
September
ASSIST/expenditure reporting opens
"Your September reporting deadline is coming. Phipps Enterprises auto-generates what you need."
October
CQI data due Oct 31
"CQI evidence is due this month. What if it was already compiled?"
January
Grant renewals, mid-year check
"Strengthen your renewal with documented quality data from every site"
Spring
Summer planning, form submissions
"Summer program forms are due — Phipps Enterprises streamlines multi-site scheduling"
⚠️ Penalty Reference
Day/Hour Shortfall:
0.0048 × total entitlement per day short (school districts)
0.0049 × total entitlement per day short (charters)
Failure to Offer/Provide Access:
Proportionate reduction of total entitlement
Example:
$2M entitlement, 5 days short = $48,000 penalty
Phipps Enterprises costs a fraction of one compliance finding.
📞 CDE Contacts
Attendance Accounting
[email protected]
[email protected]
Source
CDE Reporting & Forms Page →
CDE Reporting & Forms Page →