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REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim Ward, Program Specialist Education Information and Accountability Services June 2011

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Page 1: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

REPORTING REQUIREMENTS FOR SCHOOL CHOICE

PROGRAMS

Presenters: Jean Miller, Deputy Executive Director

Independent Education and Parental Choiceand

Kim Ward, Program SpecialistEducation Information and Accountability Services

June 2011

Page 2: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

FTE Reporting for Charter School Students

Report students in the same manner as traditional public school students.

Section 1002.33(20)(a), Florida Statutes, requires equal access to student information systems that are used by public schools in the district in which

the charter school is located.

Page 3: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Charter Schools

Section 1002.33, Florida Statutes

2006-07 2007-08 2008-09 2009-2010 2010-2011

Schools 355 358 389 411 456

Districts 41 41 41 45 44

Conversion Schools

20 17 17 20 20

Page 4: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Public Charter SchoolsPublic Charter Schools

Students in Public Charter Schools

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

160,000

180,000

School Year

Stu

dent

s

Page 5: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Florida’s Choice Scholarship Programs

Florida Tax Credit Scholarship Program

Opportunity Scholarship Program (Public)

John M. McKay Scholarship for Students with Disabilities Program

Page 6: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Who is eligible?

Students who are eligible for free or reduced price lunch

Students who have been reported for funding in a Florida public school in the year prior to applying to the scholarship program

Districts do NOT have to report these students.

Florida Tax Credit ScholarshipFlorida Tax Credit Scholarship

Page 7: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Florida Tax Credit ScholarshipFlorida Tax Credit Scholarship

15,585

11,550 10,549

15,123

17,819

21,493

24,871

28,972

32,910

0

5000

10000

15000

20000

25000

30000

35000

2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-2011

Ta

x C

red

it S

ch

ola

rsh

ips

FTC Scholarship Student Enrollments

Page 8: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Opportunity Scholarships – Opportunity Scholarships – NEWNEW

Who is eligible?

Students who attended a public school the year in which the school received a “D” or “F” AND is in either of the two lowest-performing categories of Differentiated Accountability.

Students who are assigned to attend such a school.

Page 9: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Opportunity Scholarships – Opportunity Scholarships – NEWNEW

Other changes The Opportunity Scholarship shall remain in force until

the student graduates from high school.

The parent may choose to enroll the student in and transport the student to a higher-performing public school that has available space in any other district in the state.

Districts should report these students using “F” as the transfer indicator.

Page 10: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Opportunity ScholarshipsOpportunity Scholarships

1,688

1,319 1,304 1,280

1,431 1,220

0

200

400

600

800

1,000

1,200

1,400

1,600

1,800

2005-06

2006-07

2007-08

2008-09

2009-10

2010-11

Students

Page 11: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

John M. McKay Scholarships ProgramJohn M. McKay Scholarships Program

Who is eligible?

Students who were enrolled and reported by a school district for funding during the preceding October and February FTE surveys.

Students who have a current IEP or 504 Plan.

Page 12: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

John M. McKay Scholarships ProgramJohn M. McKay Scholarships Program

Students with 504 Plans are eligible if:

They meet the prior year FTE requirements according to current law.

The 504 accommodation plan is issued under Section 504 of the Rehabilitation Act of 1973.

The 504 accommodation plan issued is valid for more than 6 months.

Page 13: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

John M. McKay Scholarship ProgramJohn M. McKay Scholarship Program

970

5,013

9,130

13,739

15,91017,300

18,27319,852

20,530 20,92622,198

0

5000

10000

15000

20000

25000

Stu

den

t E

nro

llmen

t

2000-01 2001-02 2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11

Student Participation in the McKay Scholarship Program

Page 14: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

McKay Payments

107.68

119.09

131.28 133.83138.68

148.57

0

20

40

60

80

100

120

140

160

2005-06 2006-07 2007-08 2008-09 2009-10 2010-11

In Millions

Page 15: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Scholarship Program Payment Periods

Payment Date Payment PeriodSeptember 1 July 1 to Sept 30November 1 Oct 1 to Dec 31February 1 Jan 1 to Feb 29April 1 Mar 1 to June 30

Page 16: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Calculation of McKay Scholarships for Students with an IEP

Section 1002.39(10), Florida Statutes

State Maximum Amount = Basic Program Funding + ESE Guaranteed Allocation + Categoricals

Unweighted FTEx Cost Factor

x Base Student Allocationx District Cost Differential

Total Base Program Funding (2010-11)

Page 17: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Calculation of McKay Scholarships for Students with an IEP

Section 1002.39(10), Florida Statutes

State Maximum Amount = Basic Program Funding + ESE Guaranteed Allocation + Categoricals

ESE Guaranteed Allocation Calculation:The calculation shall be based on the student’s grade, matrix level of services and the difference between the 2000-01 basic program and the appropriate level of services cost factor, multiplied by the 2000-01 base student allocation and the 2000-01 district cost differential for the sending district.

Page 18: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Calculation of McKay Scholarships for Students with an IEP

Section 1002.39(10), Florida Statutes

State Maximum Amount = Basic Program Funding + ESE Guaranteed Allocation + Categoricals

Categoricals:• Per student share of Instructional Materials• Per student share of Supplemental Academic

Instruction

Page 19: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Calculation of McKay Scholarships for Students with an IEP

Example: 7th Grader, Glades County, 252

Basic Program 2010-11 Cost Factor X 1.000

Funding 2010-11 BSA X 3623.76

2010-11 DCD X 0.9899

___________

Total Base Funding: $3,587

Page 20: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Calculation of McKay Scholarships for Students with an IEP

Example: 7th Grader, Glades County, 252

ESE Guaranteed Allocation shall be based on the student’s grade, matrix level of services,

2010-11 Grade: 7 2010-11 Matrix: 252

and the difference between the 2000-01 basic program and the appropriate level of services cost factor,

2000-01 Services Cost Factor 1.9952000-01 Basic Cost Factor 1.000

0.995

Page 21: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Calculation of McKay Scholarships for Students with an IEP

Example: 7th Grader, Glades County, 252

multiplied by the 2000-01 base student allocation and the 2000-01 district cost differential for the sending district.

0.995

2000-01 BSA X 3416.73

3399.65

2000-01 DCD X 0.9611

TOTAL ESE GA $3,267

Page 22: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Calculation of McKay Scholarships for Students with an IEP

Example: 7th Grader, Glades County, 252

Appropriate categoricals are calculated on a per student basis:

Categoricals District Total

UFTE Per Student

Instructional Materials $114,969 1,436 $ 80

Supp Acad Instruction $313,152 1,436 $218

ARRA --- --- ---

TOTAL CATEGORICALS $298

Page 23: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Calculation of McKay Scholarships for Students with an IEP

Example: 7th Grader, Glades County, 252

MAXIMUM SCHOLARSHIP AMOUNT

Total Base Funding $3,572

Total ESE Guaranteed Allocation $3,267

Total Categoricals $298

TOTAL $7,137

Page 24: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Calculation of McKay Scholarships for Students with a 504 Plan

Identical minus the ESE Guaranteed Allocation

MAXIMUM SCHOLARSHIP AMOUNT

Total Base Funding $3,572

Total Categoricals $298

TOTAL $3,870

Example: 7th Grader, Glades County

Page 25: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Downloadable District Excel File

Contains all McKay students for the current school year

Identifies: Number of payments each student has

received Current private school the student is

attending Eligibility status Year they entered program

Page 26: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Downloadable District Excel File(continued)

Identifies (continued):

Parent / Guardian contact information

Current status (enrolled, unregistered, transfer to, or withdrawn)

Uses:

Reconciliation of payment

Projection of payment

Page 27: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Downloadable District Excel File

Page 28: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Reporting McKay Students for Surveys 2 and 3

Formats Required: Student Demographic Information

District Number, Current Enrollment – Use reporting district number.

District Number, Current Instruction/Service – Use reporting district number.

School Number, Current Enrollment – Use school number 3518

Page 29: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Reporting McKay Students for Surveys 2 and 3

Student Course Schedule School Number, Current Enrollment – school

number 3518. School Number, Current Instruction – Always

use private school number. Course Number – 2222222. FEFP Program Number – Use 111-113 for

base program with ESE services, and 254-255 for ESE. Use 101-103, 130 and 300 for students with a 504 plan.

Page 30: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Reporting McKay Students for Surveys 2 and 3

Important Notes

If a student is not in membership during survey week you still must report that student if they are in the payment file.

If a student shows up in one payment file but not the second payment file you still must report that student for FTE for a survey period.

Page 31: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

McKay FTE ReportTo Assist in efforts to verify data for McKay

Scholarship student FTE

• F71138 lists McKay students who are on the McKay Payment files but who do not have a matching Student Course record and have no FTE reported.

• F71139 lists McKay students who have a Student Course record but who are not on the McKay Payment files. (These students should be deleted from the student data base)

Page 32: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Reporting McKay FTE

FTE General Instructions – Appendix D

McKay Scholarship Program TAP: http://www.fldoe.org/eias/dataweb/tech/mckay.pdf

Page 33: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Districts must REPORT!!!!!

Whether or not you report these students for FTE, funds will be

deducted from your FEFP if,

A student is eligible to participate in the McKay Scholarship Program,

and

The student attends an approved private school and meets requirements for payment.

Page 34: REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Education and Parental Choice and Kim

Contact InformationOffice of Independent Education and Parental Choice

Jean Miller, Deputy Executive Director

(850) 245-0502

[email protected]

Education Information Services

Kim Ward

(850) 245-9054

[email protected]