Accessible Version
Official Seal of the California Department of Education

Survey

Universal PreKindergarten Planning and Implemenation Grant
Expenditure Data Collection Survey

Early Education Division

Overview
Under the provisions of California Education Code (EC) Section 8281.5, grant funds are allocated to school districts and charter schools with kindergarten enrollment in specific years and according to a specified formula. In addition, funds are allocated to county offices of education to support countywide planning and capacity building for Universal PreKindergarten (UPK).

Grant funds may be used for costs associated with creating or expanding California State Preschool Programs or transitional kindergarten (TK) programs, or to establish or strengthen partnerships with other providers of prekindergarten education within the local educational agency (LEA), including Head Start programs, to ensure high-quality options for prekindergarten education are available for four-year-old children. Allowable costs include, but are not limited to: planning costs, hiring and recruitment costs, staff training and professional development, classroom materials, and supplies.
As a condition of receipt of UPK funds, LEAs must provide program data to the California Department of Education (CDE). The CDE shall initiate collection proceedings for grant funds used by LEAs in a manner inconsistent with the requirements in EC 8281.5, including, but not limited to, failing to submit expenditure reports.
Deadlines
Expenditure reports for the reporting period of May 1, 2022 to October 31, 2022 are due to the CDE on December 31, 2022.

Expenditure reports for the reporting period of November 1, 2022 to April 30, 2023 are due to the CDE on May 31, 2023.

Expenditure reports for the reporting period of May 1, 2023 to October 31, 2023 are due to the CDE on November 30, 2023.

Expenditure reports for the reporting period of November 1, 2023 to April 30, 2024 are due to the CDE on May 31, 2024.

Expenditure reports for the reporting period of May 1, 2024 to October 31, 2024 are due to the CDE on November 30, 2024.

Expenditure reports for the reporting period of November 1, 2024 to April 30, 2025 are due to the CDE on May 31, 2025.

Expenditure reports for the reporting period of May 1, 2025 to October 31, 2025 are due to the CDE on November 30, 2025.

Expenditure reports for the reporting period of November 1, 2025 to April 30, 2026 are due to the CDE on May 31, 2026.
Expenditure reports for the reporting period of May 1, 2026 to June 30, 2026 are due to the CDE on November 30, 2026.
Instructions
All fields are required for submission unless otherwise noted as optional. The expenditure report will request expenditure information for the following sections: Section I: Contact Information, Section II: Submission Type, Section III: Local Educational Agency Information, Section IV: Certificated Salaries: Object Code 1000, Section V: Classified Salaries: Object Code 2000, Section VI: Employee Benefits: Object Code 3000, Section VII: Books and Supplies: Object Code 4000, Section VIII: Services and Other Operating Expenditures: Object Code 5000, Section IX: Subagreements for Services: Object Code 5100, Section X: Travel and Conferences: Object Code 5200, Section XI: Indirect Costs: Object Code 7000, Section XII: Interest Earned: Object Code 8000, Section XIII: Total Expenditure Amount.
If you do not intend to complete the survey in one session, you must select the Save Responses button located on the bottom of the screen. Once selected, you will be redirected to a new browser window to enter your email address. You will receive an email with a unique web address for entrance back into the survey. It is recommended that you save the application web address.

Note: LEAs may only complete one expenditure report per LEA semiannually. Please do not submit more than one report per reporting period for the same LEA.

For questions regarding this survey or for technical assistance, please send an email to UPKPlanningGrant@cde.ca.gov.

Section I: Contact Information

Please enter the contact information of the individual completing and submitting the expenditure report to the CDE for the LEA.
 Contact
  
  
  
  
  
  

Section II: Submission Type

 
New Report: Select this option if your LEA is submitting an expenditure report for the first time this school year.

Revised Report: Select this option if your LEA previously submitted an expenditure (new report submission type) for this school year however a correction is needed to one or more responses previously submitted.
 Submission Type:
This form will take the place of your original submission. Please make sure your updated data is accurate.

Section III: Local Educational Agency Information

 Entity Type: