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SDLA Compliance Resource

Submit UPK Planning and Implementation Expenditure Report 7

Submit Report 7 for July 1, 2025–June 30, 2026 expenditures through the CDE UPK reporting process by November 30, 2026.

  • Curriculum & Instruction
  • Fiscal & Budget
  • Governance & Board Approval
TimingNovember 30, 2026
Applies toRecipients of 2021–22 and/or 2022–23 UPK Planning and Implementation funds covered by the CDE report
Authority and scopeState grant reporting condition; not a general TK enrollment or staffing filing

In Plain Language: Submit Report 7 for July 1, 2025–June 30, 2026 expenditures through the CDE UPK reporting process by November 30, 2026.

Why this matters

The report period, allocation and type of grant must match. UPK mixed-delivery and countywide grant schedules are not interchangeable with a district’s P&I reporting.

Primary ownership

Early-learning lead and grant accountant, with the authorized submitter

Required distinctions and controls

  • CDE identifies Report 7’s exact period and due date. Use the correct 2021–22/2022–23 award records and expenditure categories.
  • CDE distinguishes new submissions from revised reports that replace an earlier submission. Reconcile the complete revised report, not only the changed response.
  • Do not treat the 2026 reporting date as the spending deadline. CDE lists June 30, 2028 for expenditure of these earlier P&I funds.

Recommended LEA workflow

  1. Identify covered awards, the Report 7 period, current reporting instructions and authorized submitter.
  2. Reconcile opening/cumulative balances and current-period spending to the grant ledgers.
  3. Validate expenditure categories, reporting contacts and all required responses with program/fiscal owners.
  4. Choose new or revised submission accurately and complete the authorized CDE report by November 30.
  5. Retain the exact report, confirmation and reconciliation; record the handoff for later reporting.

Evidence to retain

  • Covered grant award records
  • Period/cumulative expenditure reconciliation
  • Reviewed reporting response
  • New/revised submission decision
  • CDE receipt

Official guidance and help

Return to the Annual Compliance Calendar

Reviewed October 21, 2026. Confirm the current agency instructions, applicable funding year, recipient scope, local policy and final submitted or approved state before acting. Recommended preparation steps support the named requirement and do not create an additional statewide filing deadline.