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SDLA Compliance Resource

Adopt and Attach the LCFF Budget Overview for Parents

An operational guide to the budget transparency step in the 2026–27 LCAP accountability cycle.

  • LCAP
  • Budget transparency
  • 2026–27
Date(s)July 1, 2026
Applies toCalifornia school districts and the reviewing authorities or partners responsible for this step; confirm charter and COE pathways separately

In Plain Language: Complete the Budget Overview for Parents using reconciled fiscal data, adopt it with the LCAP, and keep it attached to the public and submitted LCAP package.

Why this matters

The overview is the public bridge between the plan’s promises and the LEA’s total budget. Inconsistent figures erode trust and can interrupt county review.

Primary ownership

Primary owner: business services with the LCAP lead. Partners: superintendent’s office, federal/state program fiscal staff, governing-board office, communications, and county-review contacts.

Operational workflow

  1. 1. Load the current Budget Overview template and final fiscal data.
  2. 2. Reconcile general-fund, LCFF, planned-action, and increased/improved-services figures.
  3. 3. Write plain-language explanations for material changes and variances.
  4. 4. Include the overview in the adoption package and board action.
  5. 5. Verify the adopted overview remains attached in submission and web posting.

Implementation pathway

Calendar
Reconcile
Review
Act
Retain

Evidence to retain

  • Completed Budget Overview workbook/document
  • Fiscal reconciliation and reviewer signoff
  • Adoption agenda, minutes, and vote
  • Submitted combined package
  • Public web copy and link check

Official guidance and help

Source review completed August 30, 2026. Verify the current CDE template, instructions, statutory dates, reviewing-authority procedures, and local meeting calendar before acting.