1
2011-12FLORIDA
EDUCATIONFINANCE PROGRAM
(FEFP)FAMIS Summer Conference
June 13, 2011
2
FTEStudents
2,654,453.94
0.250Compression$8,238,463
×
MeritAward
Program$18,872,311
ReadingAllocation
$97,673,434
ESE Guaranteed
Allocation$943,167,996
Required LocalEffort
$6,936,892,794
Net StateFEFP
$5,661,756,145
SupplementalAcademicInstruction
$615,924,773
Safe Schools$64,456,019
0.748 MillCompression$137,397,555
2011-12 FEFP Calculation Weighted
FTEStudents
2,863,874.61
ProgramWeights
Base StudentAllocation
(BSA)$3,479.22
District CostDifferential
(DCD)Calculation
BaseFunding
$9,972,667,883
DecliningEnrollmentAllocation
$6,036,068
SparsitySupplement$35,754,378
= × × = +
+ + + + +
= =
+ +
SchoolRecognitionand Lottery
$119,596,643
=
+
+Class SizeReduction
$2,927,464,879
–
DJJSupplemental
Allocation$8,231,987
+
+
+
VirtualEducation
Contribution$21,643,042
InstructionalMaterials
$209,240,737
TeachersLead
$31,895,373
StudentTransportation$415,449,129
+ +
+
Total StateFunding
$8,708,817,667
Lab SchoolDiscretionary Contribution$11,999,791
+
Gross Stateand Local
FEFP$12,598,648,939
++Required Local
Effort$6,936,892,794
DiscretionaryLocalEffort
$992,332,415
=Total
Funding$16,638,042,876
3
2010-11 2011-12FEFP FEFPFourth Final Conference Percentage
Calculation Report Difference Difference
MAJOR FEFP FORMULA COMPONENTSUnweighted FTE 2,642,091.49 2,654,453.94 12,362.45 0.47%Weighted FTE 2,848,583.50 2,863,874.61 15,291.11 0.54%
School Taxable Value 1,445,620,545,163 1,407,824,467,012 (37,796,078,151) -2.61%
Required Local Effort Millage 5.380 5.380 0.000 0.00%Discretionary Millage 0.748 0.748 0.000 0.00%Total Millage 6.128 6.128 0.000 0.00%
Base Student Allocation 3,623.76 3,479.22 (144.54) -3.99%
2011-12 FLORIDA EDUCATION FINANCE PROGRAMFINAL CONFERENCE REPORT
Statewide SummaryComparison of Public School Funding to 2010-11 Fourth Calculation
44
2011-12 FLORIDA EDUCATION FINANCE PROGRAMFINAL CONFERENCE REPORT
Statewide SummaryComparison of Public School Funding to 2010-11 Fourth Calculation
FEFP DETAIL
WFTE x BSA x DCD (Base FEFP Funding) 10,329,335,862 9,972,667,883 (356,667,979) -3.45%
Declining Enrollment Supplement 6,417,244 6,036,068 (381,176) -5.94%
Sparsity Supplement 35,754,378 35,754,378 0 0.00%
Lab School Discretionary Contribution 10,998,726 11,999,791 1,001,065 9.10%
0.748 Mills Discretionary Compression 140,953,005 137,397,555 (3,555,450) -2.52%
0.250 Mills Discretionary Compression 33,865,347 8,238,463 (25,626,884) -75.67%
DJJ Supplemental Allocation 8,456,213 8,231,987 (224,226) -2.65%
Safe Schools 67,133,784 64,456,019 (2,677,765) -3.99%
ESE Guaranteed Allocation 980,571,070 943,167,996 (37,403,074) -3.81%
Supplemental Academic Instruction 639,315,534 615,924,773 (23,390,761) -3.66%
Instructional Materials 216,918,478 209,240,737 (7,677,741) -3.54%
Student Transportation 430,693,345 415,449,129 (15,244,216) -3.54%
Teachers Lead Program Appropriation 33,220,437 31,895,373 (1,325,064) -3.99%
Reading Allocation 101,731,186 97,673,434 (4,057,752) -3.99%
MAP Allocation 19,656,344 18,872,311 (784,033) -3.99%
Virtual Education Contribution 21,643,042 21,643,042 0.00%
State Fiscal Stabilization Allocation 872,664,689 0 (872,664,689) -100.00%
Minimum Guarantee 2,377,135 0 (2,377,135) -100.00%
TOTAL FEFP 13,930,062,777 12,598,648,939 (1,331,413,838) -9.56%
2010-11 2011-12FEFP FEFPFourth Final Conference Percentage
Calculation Report Difference Difference
55
2011-12 FLORIDA EDUCATION FINANCE PROGRAMFINAL CONFERENCE REPORT
Statewide SummaryComparison of Public School Funding to 2010-11 Fourth Calculation
2010-11 2011-12FEFP FEFPFourth Final Conference Percentage
Calculation Report Difference Difference
NET STATE FEFP 5,859,453,984 5,661,756,145 (197,697,839) -3.37%
STATE CATEGORICAL PROGRAMS
Class Size Reduction Allocation 2,913,825,383 2,927,464,879 13,639,496 0.47%
Discretionary Lottery/School Recognition 129,914,030 119,596,643 (10,317,387) -7.94%
TOTAL STATE CATEGORICAL FUNDING 3,043,739,413 3,047,061,522 3,322,109 0.11%
TOTAL STATE FUND 8,903,193,397 8,708,817,667 (194,375,730) -2.18%
LOCAL FUNDING
Total Required Local Effort 7,197,944,104 6,936,892,794 (261,051,310) -3.63%
Total Discretionary Taxes from 0.748 Mills 1,018,844,954 992,332,415 (26,512,539) -2.60%
TOTAL LOCAL FUNDING 8,216,789,058 7,929,225,209 (287,563,849) -3.50%
TOTAL FUNDING 17,992,647,144 16,638,042,876 (1,354,604,268) -7.53%
Total Funds per UFTE 6,810.00 6,267.97 (542.03) -7.96%
6
Legislative K-12 Funding Summary Comparison
FEFP Calculations & FTE Surveys
Calculation When Data SourceConference Report
Legislative Session
Survey 1 – Projection Survey 4 – Projection
Survey 2 – Projection Survey 5 – Prior Year Est.
Survey 3 – Projection
2nd Calculation July – Upon receipt of Tax Roll
Survey 1 – Projection Survey 4 – Projection
Survey 2 – Projection Survey 5 – Prior Year Est.
Survey 3 – Projection
3rd Calculation Upon receipt of Survey 2
Survey 1 – Actual Survey 4 – Estimate
Survey 2 – Actual Survey 5 – Prior Year Act.
Survey 3 – Estimate
4th 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 – Actual7
8
Authority:s.1011.62(1)(a),
F.S.
FTEStudents The 2011-12 unweighted student
enrollment projection is 2,654,453.94
UFTE
99
Unweighted FTE Programs
101 - Basic, Grades K-3
102 - Basic, Grades 4-8
103 - Basic, Grades 9-12
111 - Basic, Grades K-3 with ESE Services
112 - Basic, Grades 4-8 with ESE Services
113 - Basic, Grades 9-12 with ESE Services
130 - ESOL
254 - ESE, Level IV
255 - ESE, Level V
300 - Career Education,
Grades 9-12 9
Group 1
Group 2
10
Appropriations Act
ProgramWeights
X
2011-12 Program Cost Factors
Basic, Grades K-3 (101) 1.102Basic, Grades 4-8 (102) 1.000 Basic, Grades 9-12 (103) 1.019 ESE, Level IV (254) 3.550ESE, Level V (255) 5.022ESOL (130) 1.161Career, 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) 1.102 Basic 4-8 with ESE services (112) 1.000 Basic 9-12 with ESE services (113) 1.019
11
Authority:s.1011.62(1)(d),
F.S.
WeightedFTE
StudentsThe 2011-12 weighted student enrollment projection is 2,863,874.61.
=
WFTE
Includes Additional or Add-on FTE:•Isolated Schools Supplement•Small District ESE Supplement•Advanced Placement (AP)•International Baccalaureate (IB)•Advanced International Certificate of Education (AICE)•Industry certified career and professional academy
programs•Group 2 over cap
12
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 2011-12 is $3,479.22.
X
Base Student Allocation
13
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
14
Authority:s.1011.62, F.S.
Base Funding
=
Weighted FTE x BSA x DCD = Base Funding
The Base Funding for the fiscal year 2011-12 is $9,972,667,883.
14
Base Funding
15
Authority:s.1011.62(8), F.S.
DecliningEnrollment
Supplement
In those districts where there is a decline between prior year and current year student enrollment, 25% of the decline is funded.
The Declining Enrollment Supplement for the fiscal year 2011-12 is $6,036,068.
+
Declining Enrollment
Authority:s.1011.62(7), F.S.
SparsitySupplement
Provides $35,754,378 for a Sparsity Supplement to compensate small districts for diseconomies of scale.
Eligibility is limited by proviso in the General Appropriations Act to districts with 20,000 or fewer UFTE students.
Eligible districts’ sparsity supplement funds are adjusted for district wealth and potential funds per FTE.
+
16
Sparsity
Provides $11,999,791 for Lab School Discretionary Contribution
Lab Schools and the Florida Virtual School (FVS) are separate school districts for purposes of FEFP funding.
The funds for the lab schools and the FVS are authorized in lieu of discretionary local tax revenue.
The FVS funding is based on the state average per student revenue generated by the maximum allowable discretionary millage levy multiplied by 96% of the current year’s taxable value for school purposes. This amount is then multiplied by the FTE of the Virtual School.
Lab SchoolDiscretionaryEqualization Authority:
s.1002.32(9)(a), F.S.
s.1002.37(3)(f), F.S.
17
Lab School Discretionary
Authority:1011.62(5), F.S.
0.250 Mill DiscretionaryCompression
Provides $8,238,463 to fund any difference between
(1) the amount generated by a 0.250 Critical Operating mill levy and
(2) an amount equal to the state average multiplied by district’s unweighted student enrollment.
The 0.250 critical operating millage changed from a non-voted millage to a voted millage for 2011-12 and 2012-13. The number of participating districts participating dropped from 53 to 16.
The 0.250 discretionary local effort component was removed from the FEFP, however the compression adjustment remains.
+
18
0.250 Mills
Authority:1011.62(5), F.S.
0.748 Mill DiscretionaryCompression
Provides $137,397,555 to fund any difference between:
(1) the amount generated by a 0.748* mill levy and
(2) an amount equal to the state average multiplied by the district’s unweighted student enrollment.
*If any school district chooses to levy an amount not less than 0.498 mills and less than 0.748 mills, a supplement shall be calculated on the 0.498 mills.
+
19
0.748 Mills
Authority:Appropriations
Act1011.62(6)
Safe SchoolsProvides $64,456,019 for Safe School activities.
Minimum allocation is $62,660
Two-thirds is allocated based on each district’s crime index published by the Florida Department of Law Enforcement.
One-third is allocated based on the district’s unweighted student enrollment.
+
20
Safe Schools
21
Authority:s.1011.62(1)(f),
F.S.
SupplementalAcademicInstruction
Provides $615,924,773 for Supplemental Academic Instruction (SAI).
First priority for use of these funds is the provision of supplemental intensive instruction, consistent with the Sunshine State Standards, including summer school and intensive English immersion instruction, for students in grades 3 and 10 who scored Level I on the FCAT.
The SAI allocation is not recalculated during the school year.
+
Supplemental Academic Instruction
22
Authority:s.1011.62(9),
F.S.
ReadingAllocation Provides $ 97,673,434 for a K-12
comprehensive, district-wide system of research-based reading instruction.
Each district receives a minimum of $83,546.
+
Reading Allocation
Provides $943,167,996 for educational programs and services for exceptional students who would have low to moderate disabilities and for Gifted students.
These exceptional students also receive weighted FTE funding in the FEFP, using the appropriate Basic Program weight for their grade level.
The ESE Guaranteed Allocation is not recalculated during the school year.
+ Authority:s.1011.62(1)(e),
F.S.
ESEGuaranteedAllocation
23
ESE Guarantee
24
Authority:1012.225, F.S.
MERIT AWARD PROGRAM
Provides $18,872,311 to assist school districts with implementation of performance pay policies for instructional personnel and school based administrators in accordance with the requirements of law.
Funds are allocated on Base Funding.
SB 7087, Section 11, repeals the Merit Award Program beginning with awards earned in 2011-12 which would have been paid in 2012-13.
+
Merit Award Program
25
Provides $8,231,987 for the Department of Juvenile Justice (DJJ) Supplemental Allocation.
These funds are used to supplement other sources of funding for students in juvenile justice education programs.
The allocation is based on the WFTE in the juvenile justice education programs multiplied by both the state average class size reduction factor ($903.57) and the district cost differential.
DJJ Supplemental
Allocation
Authority:1011.62(10)
+
DJJ Supplemental
26
Authority:s.1011.68, F.S.
Student Transportation
Provides $415,449,129 for Student Transportation.
The Student Transportation funding formula provides funds for school district transportation based on each district's pro rata share of state transported students.
• Additional funding is provided for the transportation of certain disabled students.
• Adjustments are made for cost of living differences, percent of population outside of urban centers, and an efficiency factor that is based upon the average number of eligible students transported per bus in daily service to encourage greater bus utilization.
+
26
Student Transportation
27
Authority:s.1011.67, F.S.,
and s. 1006.40(1), F.S.
InstructionalMaterials
Provides $209,240,737 for Instructional Materials.
$205,699,865 is available for instructional materials growth and maintenance. Growth will be funded at $287.48 per FTE and maintenance will be prorated from the remaining funds.
From the total growth and maintenance allocation $11,534,110 is provided for Library Media and $3,152,657 is provided for purchase of Science Lab Materials and Supplies. $3,540,872 is provided for instructional materials used by dual enrollment students.
+
27
Instructional Materials
28
Authority:s.1012.71, F.S.
Florida Teachers
Lead
Provides $31,895,373 for the Florida Teachers Lead Program Appropriation.
Funds appropriated for the Florida Teachers Lead Program Stipend are provided to purchase classroom materials and supplies used in the instruction of students in kindergarten through grade 12 of the public school system.
+
28
Teachers Lead
29
Authority:s. 1011.62(11), F.S.
Virtual Education
Contribution
Provides $21,643,042 for the Virtual Education Contribution Appropriation.
Funds appropriated for all Virtual Education programs to achieve an amount of $4,800 per student as established in the General Appropriations Act.
+
29
Virtual Education Contribution
The sum of all the FEFP components in the preceding slides is the Gross State and Local FEFP.
Funding Summary:2011-12 $12,598,648,939
= Authority:s.1011.62(11)(a),
F.S.
Gross Stateand Local
FEFP
30
Gross State and Local FEFP
31
FTEStudents
2,654,453.94
0.250Compression$8,238,463
×
MeritAward
Program$18,872,311
ReadingAllocation
$97,673,434
ESE Guaranteed
Allocation$943,167,996
SupplementalAcademicInstruction
$615,924,773
Safe Schools$64,456,019
0.748 MillCompression$137,397,555
2011-12 FEFP Calculation Weighted FTE
Students2,863,874.61
ProgramWeights
Base StudentAllocation
(BSA)$3,479.22
District CostDifferential
(DCD)Calculation
BaseFunding
$9,972,667,883
DecliningEnrollmentAllocation
$6,036,068
SparsitySupplement$35,754,378
= × × =
+ + + +
+ +
=
+ +
+
DJJSupplemental
Allocation$8,231,987
+
+
VirtualEducation
Contribution$21,643,042
InstructionalMaterials
$209,240,737
TeachersLead
$31,895,373
StudentTransportation$415,449,129
+ +
+
Lab SchoolDiscretionary Contribution$11,999,791
+
Gross Stateand Local
FEFP$12,598,648,939
Authority:s.1011.62(4),
F.S.
Required Local Effort
Required Local Effort (RLE) is the amount that each district is required by law to provide annually toward the cost of the Florida Education Finance Program.
The Legislature prescribes the aggregate RLE for all school districts collectively as an item in the General Appropriations Act.
The total adjusted amount for RLE is $6,936,892,794. This represents a state average millage rate of 5.380. The millage rate is reduced for any district with ad valorem tax proceeds exceeding 90 percent of the district’s FEFP formula entitlement.
-
32
Required Local Effort
The Net State FEFP is the Gross State and Local FEFP less the Required Local Effort.
Funding Summary:2011-12 $5,661,756,145
= Authority:s.1011.62(11)(b)
F.S.
Net StateFEFP
33
Net State FEFP
Authority:Appropriations
Act ands.1001.453(2), s.1001.452(2),s.1008.36, F.S.
Discretionary Lottery / School
Recognition
The total appropriation is $119,596,643.
Funds are provided for two programs:1. First, funds are provided for the
School Recognition Program to reward schools which improve one letter grade or achieve an “A”. Allocations are based on $70 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.
+
34
School Recognition/Lottery
Class Size Reduction Categorical
$2,927,464,879 is allocated to implement Class Size Reduction provisions of Section1, Article IX of the State Constitution.
CSR Factor per student Grades PK-3 $1,322.25 Grades 4-8 $ 901.91 Grades 9-12 $ 904.09
35
36
K-12 Class Size ReductionTotal Operating and Capital Costs to Implement through 2011-12
3737
Revised definition of “Core-curricula” courses Directs the Department to identify core-curricula courses Students in grades 4-8 taking a high school core-
curricula course are subject to high school class size requirements.
Class Size Maximums may temporarily be exceeded for a student who enrolls after the October student membership survey, if it is impractical, educationally unsound, or disruptive to not assign student to the class.
• PK - 3: 18 + 3 = 21 Students• 4 - 8: 22 + 5 = 27 Students• 9 - 12: 25 + 5 = 30 Students
Senate Bill 21202011-12 Class Size Reduction Revisions
38
Funding Adjustments to Class Size Operating Categorical
Calculate Initial Reduction. Student’s Class Size Reduction categorical funding amount Base Student Allocation ($3,479.22) 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 15. Balance of funds remaining
39
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.
2011-12 Calendar
40
Survey 1Survey Week: July 11-15, 2011Due Date: July 29, 2011State Processing End: September 16, 2011Final Update/Amendment: September 30, 2011
Survey 2Survey Week: October 10-14, 2011Due Date: October 28, 2011State Processing End: November 11, 2011Final Update/Amendment: March 31, 2012Survey 3Survey Week: February 13-17, 2012Due Date: March 2, 2012State Processing End: March 16, 2012Final Update/Amendment: July 31, 2012
Survey 4Survey Week: June 11-15, 2012Due Date: June 29, 2012State Processing End: July 13, 2012Final Update/Amendment: August 31, 2012
FTE Reporting Deadlines:
Contact Information
Bureau of School Business Services
(850) 245-0405
Mark Eggers, Chief