1. 1 The Florida Education Finance Program (FEFP) and Charter Schools Florida’s Charter School Conference November 15, 2012 Office of Funding and Financial Reporting  Mark Eggers, Bureau Chief mark.eggers@fldoe.org (850) 245-0405

2. Tools Charter School Revenue Estimating Worksheet (http://www.fldoe.org/fefp/chartinst.asp)http://www.fldoe.org/fefp/chartinst.asp FEFP Calculations (http://www.fldoe.org/fefp/offrfefp.asp)http://www.fldoe.org/fefp/offrfefp.asp Florida Statutes 2

3. 2012-13 Calendar 3 Survey 1 Survey Week: July 9-13, 2012 Due Date: July 27, 2012 State Processing End: September 14, 2012 Final Update/Amendment: September 30, 2012 Survey 2 Survey Week: October 8-12, 2012 Due Date: October 26, 2012 State Processing End: November 9, 2012 Final Update/Amendment: March 31, 2013 Survey 3 Survey Week: February 11-15, 2013 Due Date: March 1, 2013 State Processing End: March 15, 2013 Final Update/Amendment: July 31, 2013 Survey 4 Survey Week: June 17-21, 2013 Due Date: July 5, 2013 State Processing End: July 19, 2013 Final Update/Amendment: August 31, 2013 FTE Reporting Deadlines:

4. CalculationWhenData Source Conference Report Legislative Session Survey 1 – Projection Survey 4 – Projection Survey 2 – Projection Survey 5 – Prior Year Est. Survey 3 – Projection 2 nd Calculation July – Upon receipt of Tax Roll Survey 1 – Projection Survey 4 – Projection Survey 2 – Projection Survey 5 – Prior Year Est. Survey 3 – Projection 3 rd Calculation Upon receipt of Survey 2 Survey 1 – Actual Survey 4 – Estimate Survey 2 – Actual Survey 5 – Prior Year Act. Survey 3 – Estimate 4 th Calculation Upon receipt of Survey 3 Survey 1 – Actual Survey 4 – Estimate Survey 2 – Actual Survey 5 – Prior Year Act. Survey 3 – Actual Final Calculation After Final Update of Survey 4 Survey 1 – Actual Survey 4 – Actual Survey 2 – Actual Survey 5 – Prior Year Act. Survey 3 – Actual FEFP Calculations & FTE Surveys 4

5. 5 FTE Students 2,694,671.29 0.250 Compression $9,359,116 × Reading Allocation $130,000,000 ESE Guaranteed Allocation $947,950,732 Required Local Effort $6,723,428,746 Net State FEFP $6,434,902,469 Supplemental Academic Instruction $636,958,373 Safe Schools $64,456,019 0.748 Mill Compression $143,535,763 2012-13 FEFP Calculation Weighted FTE Students 2,921,866.99 Program Weights Base Student Allocation (BSA) $3,582.98 District Cost Differential (DCD) Calculation Base Funding $10,478,630,264 Declining Enrollment Allocation $2,436,454 Sparsity Supplement $35,754,378 = × ×= + + ++ + + = = ++ School Recognition and Lottery $134,582,877 = + Class Size Reduction $2,983,788,477 – DJJ Supplemental Allocation $7,530,646 + + Virtual Education Contribution $36,936,982 Instructional Materials $211,665,913 Teachers Lead $31,895,373 Student Transportation $420,264,335 + + + Total State Funding $9,553,273,823 State Funded Discretionary Contribution $13,171,877 + Gross State and Local FEFP $13,170,546,225 + + Required Local Effort $6,723,428,746 Discretionary Local Effort $924,291,208 = Total Funding $17,200,993,777 Proration to the Appropriation ($12,215,010) +

6. 6 Appropriations Act Program Weights X 2012-13 Program Cost Factors Basic, Grades K-3 (101)1.117 Basic, Grades 4-8 (102)1.000 Basic, Grades 9-12 (103)1.020 ESE, Level IV (254)3.524 ESE, Level V (255)5.044 ESOL (130)1.167 Career, 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

7. 7 Authority: s.1011.62(1)(b), F.S. Base Student 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

8. 8 Authority: s.1011.62(2), F.S. District Cost Differential The District Cost Differential (DCD) is an adjustment that recognizes differences in the cost of living among the school districts. X District Cost Differential

9. Charter School Revenue Estimating Worksheet – Base Funding 9 Location: www.fldoe.org/fefp/chartinst.aspwww.fldoe.org/fefp/chartinst.asp

10. Charter School Revenue Estimating Worksheet – ESE Guaranteed 10

11. 11 Authority: s.1011.62(9), F.S. Reading Allocation 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 7 th. Reading Allocation

12. 12 Authority: s.1011.62(1)(f), F.S. Supplemental Academic Instruction 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

13. Charter School Revenue Estimating Worksheet – SAI and Reading Allocation 13

14. 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 14

15. Charter School Revenue Estimating Worksheet – Class Size Reduction 15

16. Charter School Revenue Estimating Worksheet – Continued 16

17. Authority: Appropriations Act and s.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. 1.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. + 17 School Recognition/Lottery

18. Charter School Revenue Estimating Worksheet – Continued 18

19. 19 K-12 Class Size Reduction Total 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 2003/042004/052005/062006/072007/082008/092009/102010/112011/122012/13 Conf.10 Yr Total 2003/04468,198,634 4,681,986,340 2004/05503,992,582 4,535,933,238 2005/06535,008,480 4,280,067,840 2006/07601,329,648 4,209,307,536 2007/08532,190,386 3,193,142,316 2008/09 88,771,303 443,856,515 2009/10116,087,816 464,351,264 2010/1168,246,534 204,739,602 2011/1213,639,496 27,278,992 2012/13 Conf.56,323,598 Operating Costs468,198,634972,191,2161,507,199,6962,108,529,3442,640,719,730 2,729,491,0332,845,578,8492,913,825,3832,927,464,8792,983,788,477 22,096,987,241 FCO Costs600,000,000100,000,00083,400,0001,100,000,000650,000,000 00000 2,533,400,000 TOTAL to Implement 1,068,198,6341,072,191,2161,590,599,6963,208,529,3443,290,719,7302,729,491,0332,845,578,8492,913,825,3832,927,464,8792,983,788,477 24,630,387,241

20. 20 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

21. 21 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.

22. 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. 22

23. Authority: s.1002.33(20), F.S. Administrative Fee 23 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

24. Authority: s.1002.33(20), s. 1002.33(17) F.S. Administrative Fee Calculation 24 Administrative Fee Total 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.