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The Florida Education Finance Program (FEFP) and

Charter SchoolsFlorida’s Charter School Conference

November 15, 2012

Office of Funding and Financial Reporting Mark Eggers, Bureau Chief

mark.eggers@fldoe.org(850) 245-0405

Tools Charter School Revenue Estimating

Worksheet (http://www.fldoe.org/fefp/chartinst.asp)

FEFP Calculations (http://www.fldoe.org/fefp/offrfefp.asp)

Florida Statutes

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2012-13 Calendar

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Survey 1Survey Week: July 9-13, 2012Due Date: July 27, 2012State Processing End: September 14, 2012Final Update/Amendment: September 30, 2012

Survey 2Survey Week: October 8-12, 2012Due Date: October 26, 2012State Processing End: November 9, 2012Final Update/Amendment: March 31, 2013

Survey 3Survey Week: February 11-15, 2013Due Date: March 1, 2013State Processing End: March 15, 2013Final Update/Amendment: July 31, 2013

Survey 4Survey Week: June 17-21, 2013Due Date: July 5, 2013State Processing End: July 19, 2013Final Update/Amendment: August 31, 2013

FTE Reporting Deadlines:

Calculation When Data SourceConference Report

Legislative Session

Survey 1 – Projection Survey 4 – ProjectionSurvey 2 – Projection Survey 5 – Prior Year Est.Survey 3 – Projection

2nd Calculation July – Upon receipt of Tax Roll

Survey 1 – Projection Survey 4 – ProjectionSurvey 2 – Projection Survey 5 – Prior Year Est.Survey 3 – Projection

3rd Calculation Upon receipt of Survey 2

Survey 1 – Actual Survey 4 – EstimateSurvey 2 – Actual Survey 5 – Prior Year Act.Survey 3 – Estimate

4th Calculation Upon receipt of Survey 3

Survey 1 – Actual Survey 4 – EstimateSurvey 2 – Actual Survey 5 – Prior Year Act.Survey 3 – Actual

Final Calculation

After Final Update of Survey 4

Survey 1 – Actual Survey 4 – ActualSurvey 2 – Actual Survey 5 – Prior Year Act.Survey 3 – Actual

FEFP Calculations & FTE Surveys

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5

FTEStudents

2,694,671.29

0.250Compression$9,359,116

×

ReadingAllocation

$130,000,000

ESE Guaranteed

Allocation$947,950,732

Required LocalEffort

$6,723,428,746

Net StateFEFP

$6,434,902,469

SupplementalAcademicInstruction

$636,958,373

Safe Schools$64,456,019

0.748 MillCompression$143,535,763

2012-13 FEFP Calculation Weighted

FTEStudents

2,921,866.99

ProgramWeights

Base StudentAllocation

(BSA)$3,582.98

District CostDifferential

(DCD)Calculation

BaseFunding

$10,478,630,264

DecliningEnrollmentAllocation

$2,436,454

SparsitySupplement$35,754,378

= × × = +

+ + + +

+

= =

+ +

SchoolRecognitionand Lottery

$134,582,877= + Class Size

Reduction$2,983,788,477

–

DJJSupplemental

Allocation$7,530,646

+

+

VirtualEducation

Contribution$36,936,982

InstructionalMaterials

$211,665,913

TeachersLead

$31,895,373

StudentTransportation$420,264,335

+ +

+

Total StateFunding

$9,553,273,823

State FundedDiscretionary Contribution$13,171,877

+

Gross Stateand Local

FEFP$13,170,546,225

++ Required LocalEffort

$6,723,428,746

DiscretionaryLocalEffort

$924,291,208=

TotalFunding

$17,200,993,777

Proration to the Appropriation

($12,215,010) +

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Appropriations Act

ProgramWeights

X

2012-13 Program Cost Factors

Basic, Grades K-3 (101) 1.117Basic, Grades 4-8 (102) 1.000 Basic, Grades 9-12 (103) 1.020 ESE, Level IV (254) 3.524ESE, Level V (255) 5.044ESOL (130) 1.167Career, Grades 9-12 (300) 0.999

Students who receive ESE services but are not in ESE Level IV or V programs are reported as Basic Program Students in the appropriate grade level.

Basic K-3 with ESE services (111) 1.117 Basic 4-8 with ESE services (112) 1.000 Basic 9-12 with ESE services (113) 1.020

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Authority:s.1011.62(1)(b),

F.S.

BaseStudent

Allocation

The Base Student Allocation (BSA) is the dollar amount set annually by the Legislature to provide FEFP base funding.

The BSA for the fiscal year 2012-13 is $3,582.98.

X

Base Student Allocation

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Authority:s.1011.62(2), F.S.

District CostDifferential

The District Cost Differential (DCD) is an adjustment that recognizes differences in the cost of living among the school districts.

X

District Cost Differential

Charter School Revenue Estimating Worksheet – Base Funding

9Location: www.fldoe.org/fefp/chartinst.asp

Charter School Revenue Estimating Worksheet – ESE Guaranteed

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Authority:s.1011.62(9),

F.S.

ReadingAllocation

Provides $130,000,000 for a K-12 comprehensive, district-wide system of research-based reading instruction. Each district receives a minimum of $115,000.

Pursuant to Specific Appropriation 84 of Chapter 2012-118, Laws of Florida, school districts with 1 or more of the 100 lowest-performing elementary schools (based on the state reading assessment) must provide an additional hour of intensive reading instruction beyond the normal school day for each day of the school year for the students in each of these schools. Funding for this instruction is provided in Supplemental Academic Instruction and Research-Based Reading Instruction.

OFFR will be conducting a survey to guide school districts in documenting expenditures for the additional hour of instruction. Survey is due December 7th.

Reading Allocation

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Authority:s.1011.62(1)(f),

F.S.

SupplementalAcademicInstruction

Provides $636,958,373 for Supplemental Academic Instruction (SAI).

Pursuant to Section 1011.62(1)(f), Florida Statutes, school districts shall use these funds, and reading allocation funds to provide an additional hour of reading instruction to the 100 lowest performing schools.

The SAI allocation is not recalculated during the school year.

Supplemental Academic Instruction

Charter School Revenue Estimating Worksheet – SAI and Reading Allocation

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Class Size Reduction Categorical

$2,983,788,477 is allocated to implement Class Size Reduction provisions of Section1, Article IX of the State Constitution.

CSR Factor per student Grades PK-3 $1,321.29 Grades 4-8 $ 901.25 Grades 9-12 $ 903.43

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Charter School Revenue Estimating Worksheet – Class Size Reduction

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Charter School Revenue Estimating Worksheet – Continued

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Authority:Appropriations

Act ands.1001.453(2), s.1001.452(2),s.1008.36, F.S.

Discretionary Lottery / School

Recognition

The total appropriation is $134,582,877.

Funds are provided for two programs:1. First, funds are provided for the

School Recognition Program to reward schools which improve one letter grade, achieve an “A”, or improve two letter grades and maintain the grade in the second year. Allocations are based on $100 per student in eligible schools.

2. The balance is provided for Discretionary Lottery to be used for enhancement by each school district. Funds are allocated on the district’s share of base FEFP funding. School Advisory Councils receive up to $5 per FTE student.

+

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School Recognition/Lottery

Charter School Revenue Estimating Worksheet – Continued

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K-12 Class Size ReductionTotal Operating and Capital Costs to Implement through 2012-13

Class Size Reduction Calculations

K-12

Total Operating and Capital Costs to Implement through 2012-13

2003/04 2004/05 2005/06 2006/07 2007/08 2008/09 2009/10 2010/11 2011/12 2012/13 Conf. 10 Yr Total

2003/04 468,198,634 468,198,634 468,198,634 468,198,634 468,198,634

468,198,634 468,198,634 468,198,634 468,198,634 468,198,634 4,681,986,340

2004/05 503,992,582 503,992,582 503,992,582 503,992,582

503,992,582 503,992,582 503,992,582 503,992,582 503,992,582 4,535,933,238

2005/06 535,008,480 535,008,480 535,008,480

535,008,480 535,008,480 535,008,480 535,008,480 535,008,480 4,280,067,840

2006/07 601,329,648 601,329,648

601,329,648 601,329,648 601,329,648 601,329,648 601,329,648 4,209,307,536

2007/08 532,190,386

532,190,386 532,190,386 532,190,386 532,190,386 532,190,386 3,193,142,316

2008/09 88,771,303 88,771,303 88,771,303 88,771,303 88,771,303 443,856,515

2009/10 116,087,816 116,087,816 116,087,816 116,087,816 464,351,264

2010/11 68,246,534 68,246,534 68,246,534 204,739,602

2011/12 13,639,496 13,639,496 27,278,992

2012/13 Conf. 56,323,598 56,323,598

Operating Costs 468,198,634 972,191,216 1,507,199,696 2,108,529,344 2,640,719,730

2,729,491,033 2,845,578,849 2,913,825,383 2,927,464,879 2,983,788,477 22,096,987,241

FCO Costs 600,000,000 100,000,000 83,400,000 1,100,000,000 650,000,000 0 0 0 0 0 2,533,400,000TOTAL to Implement 1,068,198,634 1,072,191,216 1,590,599,696 3,208,529,344 3,290,719,730 2,729,491,033 2,845,578,849 2,913,825,383 2,927,464,879 2,983,788,477 24,630,387,241

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Funding Adjustments to Class Size Operating Categorical Calculate Initial Reduction.

Student’s Class Size Reduction categorical funding amount 50% Base Student Allocation ($3,582.98 x 50% = $1,791.49) multiplied

by the district cost differential

Commissioner may recommend by February 15, subject to approval by the Legislative Budget Commission, an alternate reduction amount. Extreme Emergency Unable to meet requirements despite appropriate efforts

Reallocation to districts in compliance. Up to 5% of the Base Student Allocation multiplied by the district’s total

number of students Not to exceed 25% of total funds reduced

Restoration to districts not in compliance that submit a compliance plan by February 1. Balance of funds remaining

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Class Size Accountability Requirements

The amount of the initial Class size reduction shall be the lesser of the previous slide’s calculated amount or the undistributed balance of the district's class size categorical allocation.

The Commissioner is authorized to withhold the distribution of the class size categorical allocation to ensure the availability of sufficient undistributed funds to support the implementation of the calculated reduction.

2012-13 Charter School Appeals Process

Changes: Data reporting errors will be corrected in an automated web application.

Other Key Information: Charters are subject to class size maximums at the

school-average. Data reporting errors must be corrected at the class-

level. Then your school-average will be re-calculated thus: all adjusted students in a grade group (GG) ÷ total classes in GG

Work closely with your districts.

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Authority:s.1002.33(20),

F.S.

AdministrativeFee

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Administrative Fee

School district must provide certain services to charter schools in exchange for withholding an administrative fee.

• Contract management

• FTE and data reporting

• ESE administration

• Test administration

• Information services

• Other services related to the federal lunch program

Authority:s.1002.33(20),s. 1002.33(17)

F.S.

AdministrativeFee

Calculation

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Administrative FeeTotal fee shall be calculated based upon up to 5 percent of the available funds listed below, except for when 75% or more of the students enrolled in the charter school are exceptional students as defined in 1003.01(3), F.S. in which case the 5% of those available funds shall be calculated based on unweighted FTE.

• FEFP, state and local

• District Discretionary Lottery

• Discretionary Millage

• Class Size Reduction (Categorical)

A sponsor may only withhold up to 5 percent for charter schools with an enrollment up to and including 250 students. If more than 250 students, the difference between the total administrative fee calculation and the amount to be withheld may only be used for capital outlay purposes as specified in s. 1013.62(2), F.S.

*For high-performance charter schools, a sponsor may withhold a total administrative fee of up to 2% for enrollment up to an including 250 students per school.