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SDLA Compliance Resource

Present the LCAP and Budget Overview for Parents Midyear Update

An operational guide to the midyear implementation step in the 2026–27 LCAP accountability cycle.

  • LCAP
  • Midyear implementation
  • 2026–27
Date(s)February 28, 2027
Applies toCalifornia school districts and the reviewing authorities or partners responsible for this step; confirm charter and COE pathways separately

In Plain Language: At a regular governing-body meeting, present the required midyear report on LCAP annual-update metrics, expenditures, and implementation progress, together with the Budget Overview for Parents midyear information.

Why this matters

This is where the LEA demonstrates that it is living the plan. A narrative progress report without reconciled metrics and expenditures cannot reveal delayed actions, underspending, or emerging student needs.

Primary ownership

Primary owner: superintendent/LCAP lead with business services. Partners: action owners, data and assessment leads, school leaders, advisory groups, board office, communications, and student/family engagement staff.

From midyear evidence to a public LCAP midyear presentation: the SDLA ITO workflow

The governing body hears a plain-language midyear report that reconciles each action to what actually happened. This SDLA ITO (Input, Transformation, Output) graphic shows how the midyear cutoff, action-level implementation evidence, metric extracts, and budget-to-actual data become the action-level status record, the public presentation record, and the corrective-action handoff.

SDLA ITO: eleven steps from the midyear cutoff, action-level implementation evidence, metric extracts, and budget-to-actual data, through reconciling actions, preparing the presentation, presenting, and assigning corrective actions, to the action-level status record, the public presentation record, and the corrective-action handoff.
Read down each column, then move to the next: Input identifies what to collect; Transformation covers reconciling actions, preparing the presentation, presenting, and assigning corrective actions; Output covers the action-level status record, the public presentation record, and the corrective-action handoff. Present at a regular governing-body meeting by February 28, 2027.

Open the full-size workflow graphic

Operational workflow

  1. Establish a midyear cutoff and collect implementation, metric, and expenditure evidence.
  2. Reconcile each LCAP action to actual status, beneficiaries, spending, and available outcome data.
  3. Prepare the required midyear presentation and Budget Overview information in plain language.
  4. Present at a regular meeting by February 28 and receive public discussion.
  5. Assign corrective actions and carry evidence into annual update and next-cycle development.

Implementation pathway

Calendar
Reconcile
Review
Act
Retain

Evidence to retain

  • Action-level implementation status
  • Metric extracts and validation notes
  • Budget-to-actual reconciliation
  • Public presentation, agenda, and minutes
  • Corrective-action and next-cycle handoff

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.