School Year 2005–06 WASBO May 2006

1. School Year 2005–06WASBO May 2006 The Basics of Enrollment Reporting Kim Thompson OSPI - School Apportionment and Financial Services

2. Agenda • Importance of enrollment. • Vocabulary and key concepts. • Forms. • Changes for 2005–06 and 2006–07. • Miscellaneous topics.

3. Why Is Enrollment Important? • What enrollment are we talking about? (Not CSRS) • Enrollment is one of the two pillars of public school funding in Washington State. • The classification of a student or groups of students can significantly alter the funding received by a district. • Audit findings can be significant. • Enrollment is a high profile area with the public and the Legislature.

4. Vocabulary and Key Concepts • Full-Time Equivalent. • Headcount. • Count Dates. • Resident District. • Serving District. • Enrolled Students. • Enrollment Exclusions. • Course of Study. • Foreign Exchange Students. • What Not to Report.

5. Full-Time EquivalentWAC 392-121-122 • 1.0 FTE is defined as: • 5 hours/day or 25 hours/week grades 4–12 • 4 hours/day or 20 hours/week grades 1–3 • 2 hours/day or 10 hours/week full year K • 4 hours/day or 20 hours/week for 90 days – ½ yr K

6. Full-Time EquivalentWAC 392-121-122 • The auditors are seeing FTE errors – FTE is based on actual minutes in your bell schedule. • SBE “Carnegie unit” waivers DO NOT waive FTE hours or calculation. • Student limit is 1.0 FTE and 1.0 AAFTE. • Running Start (WAC 392-121-136) • Kindergarten student limit is 0.5 AAFTE (1/2).

7. Headcount • Is a count of enrolled students. Hours of course work or daily attendance are not considered. • Is used for funding of special education & bilingual. • Drives state budgeting for education by Caseload Forecast Council. Accuracy is critical.

8. Headcount • October reporting is especially critical.

9. Count DatesWAC 392-121-119 • The 4th school day of September – even if you start school in August – even if you are an institution. • The 1st school day of October through May. • Running start count dates are the 1st school day of October through June. • A count day may be determined by an individual school or grade start date. • Students are counted as of the count date. It is a snapshot.

10. Resident District • Is the district a student resides in, with or without an address (WAC 392-121-106) • Is the district a student attends if the student resides on a U.S. reservation, national park or forest, or Indian reservation contiguous to the school district • Is the district a student is attending under a *** choice agreement *** under RCW 28A.225.225 & 230

11. Resident District cont’d • “Choice” exists when the releasing district (where the student lives) retains NO financial liability for the student’s education. • RCW 28A.225.240 says that under choice, “the student’s attendance shall be credited to the non-resident school district of enrollment for state apportionment and all other purposes.” • Under choice, for apportionment, the resident and serving district are reported as the same.

12. Serving District • Is the district actually providing instruction or services to the student. • Does not have to be the resident district for the student. • If it is not the resident district, the serving district should have an interdistrict agreement with the resident district. • The serving district performs the clerical task of reporting the student’s enrollment and resident and serving district numbers.

13. Enrolled Student WAC 392-121-106 • Is a resident of the district or attending pursuant to an interdistrict agreement; • Has enrolled on or before the count date; • Was under 21 as of August 31; • Actually participated on a school day during the first 4 school days of the current term, or on a school day during the current term on or prior to date being counted, in a course of study; • Doesnot meet exclusions in WAC 392-121-108.

14. Enrollment ExclusionsWAC 392-121-108 • A student shall not be counted as an enrolled student if student has met any of the following: • Been consecutively absent for > 20 school days. • Dropped out or transferred. • Been expelled or suspended pursuant to WAC 180-40-275 or 260. • Met high school graduation requirements as of the beginning of the school year (midnight August 31). • Running Start – do not count if earned credits for a high school diploma as of beginning of the school year. (392-169-020(4))

15. Expelled and Long-Term Suspended

16. Expelled and Long-Term Suspended

17. Course Of Study WAC 392-121-107 • Course of study includes: • School district instruction including special education. • Alternative learning experience. • Contractor & National Guard instruction. • Ancillary service. • Running Start, Work Based Learning, Technical College, UW Transition School.

18. Course of Study–Does Not Include:(So you cannot count) • Home-based instruction (“Intent to home school”). • Private school instruction. • Education provided to: adults, out of state residents, all tuition-paying FTE including students in the country on F-1 visas – next slide. • Students in institutions (reported separately). • Extracurricular activities. • College enrollment not earning HS credit. • GED instruction if it generates state or federal $ for adult education.

19. Foreign Exchange Students (FES): • Are treated the same as any other student. The term is not in RCW or WAC. • The WACs define “resident district” (and therefore “resides in” that is found in WAC 392-121-106) fairly broadly, so the resident district for a FES is the district he/she resides in for the time he/she is in Washington State. • All enrollment rules apply equally to FESs. • For example, FESs must be under 21 as of midnight Aug 31 and must not have the credits for a diploma, etc. (See WAC 392-121-106, 107, and 108.) If a FES meets the requirements, you can count them as you would any other student.

20. Foreign Exchange Students (FES): • J-1 visas are common, the student does not pay tuition, and therefore, a J-1 visa student can be counted on the P-223 for state basic education, special ed, etc. funding. • In contrast, students on an F-1 visa are required to pay tuition prior to the issuance of the visa. Therefore, they cannot be counted because students must be enrolled tuition-free to be counted for state funding.

21. Do Not Report • Out-of-state residents. • Direct funded technical college students. * • UW Transition Program students. * • Tuition students (F-1 visa foreign students.) • Students served by another district while in hospital, substance abuse, or institutional programs. * * Reported separately

22. Forms • P-223 – Basic Ed • P-223H – Special Ed • P-223S – Nonstandard School Year • P-240 – Ancillary Services • P-213 – Nonhigh Attendance - paper • E-525 – Home/Hospital - paper • E-672 – Institutional Ed - paper

23. Form P-223 • Monthly Report of School District Enrollment. • Completed by the serving district; a separate page for each resident/serving relationship. • Enrollment types reported on this form: • Basic Ed – FTE & Headcount • Running Start – FTE & Headcount • Bilingual – Headcount • Vocational – FTE • Skills Center – FTE reported by resident district

24. Form P-223H • Monthly Report of Special Education Enrollment. • Reported on a headcount basis. • Prepared by serving district reporting enrollment by resident district. • Breaks out age 0–2 and 3–21 student count. Age is determined as of midnight August 31st. • Only information from October thru May is used for funding, but September is important too. • Basic education $ flow to serving district. • Special education $ flow to resident district.

25. Form P-223S • Nonstandard school year program (summer school or June of Oct–June program). • Students previously claimed for 1 full AAFTE may not be reported. Enrollment in private school or home-based instruction must be considered. • Reporting is: • In lieu of basic education throughout the school year and based on attendance, not enrollment. • On an AAFTE basis - divide by 900.

26. Form P-240 • File as needed. • Ancillary Services are defined in WAC 392-121-107(1)(e) – see next slide. • Form reports ancillary service to part-time, private school, or home-based students. • Ancillary service is reported for actual hours of student contact time with appropriate school district staff. • Does not include part-time attendance. Report part-time attendance on P-223.

27. Ancillary Services Defined WAC 392-121-107(1)(e) • Any cocurricular service or activity, any health care service or activity, and any other services or activities, for or in which enrolled students are served by appropriate school district staff. • The term shall include, but not be limited to, counseling, psychological services, testing, remedial instruction, speech and hearing therapy, [and] health care services. • The term shall exclude all extracurricular activities and all other courses of study defined in this section.

28. Form P-213 • Annually reports enrollment of students from non-high districts. • No apportionment funding is generated. The basic education funding is already received by the serving (high) district. • Information is used to generate a non-high billing report that limits the amount that may be charged the non-high district. • Amount charged represents local levy $$$. • Information used in levy lid calculation.

29. Form E-525 • Home and Hospital reporting WAC 392-122-140 and 392-172-218. • Annual report filed in July. • Student must be temporarily disabled. (18 weeks maximum, 4 weeks minimum.) • Generates $55 hospital or $60 home per week per student. Please note calculation. • Basic education reporting may continue for two count dates, subject to limits.

30. Form E-672 • Reports enrollment in juvenile institutions monthly on an FTE basis. • Student must be scheduled to engage in educational activity - WAC 392-122-212. • Exclude student if he/she has not engaged in educational activity in the past five school days or past ten, including days of excused absences. • Coordinate with institution so student is not reported on P-223 and E-672 > 1.0 FTE.

31. 2005–06 Funding Level Estimates

32. Changes for 2005–06 and 2006–07

33. Reminder - Changes for 2005–06 • Substantial Rule Change: WAC 392-121-182, which explains alternative learning experience requirements, was rewritten. The new rule embodies significant changes, including changes in program requirements and how full-time equivalency (FTE) is calculated. All changes were effective for the 2005–06 school year.

34. Reminder - Changes for 2005–06 • Rule Addition: WAC 392-121-465 implements a provision in the 2005–07 Appropriations Budget to provide $ to encourage school districts to increase enrollment in vocational skills centers. • Up to $500 for each FTE student may be proportionally distributed to school districts increasing skills center enrollment above the levels in the 2004–05 school year. • To calculate the incentive grant, WSIPC had changes in place September 2005 to allow districts with skills centers to enter skills center FTE by resident district. • Are you a skills center district? • It is mandatory that skills center districts enter skills center enrollment by resident district for all of 2006–07.

35. Changes for 2006–07 • Process Change – for the 2nd year: • September enrollment for all school districts, regardless of start date, is due to the ESD Friday, September 15. • Prior to 2005–06, the September enrollment was due to the ESD on the tenth school day, which resulted in multiple due dates, some of which were past OSPI’s deadline for reporting enrollment to districts and other stakeholders. • Districts should work with their ESD to provide estimates if actual enrollment figures are not available by September 15.

36. Changes for 2006–07 • Apportionment System Re-host Project • Why? The current system is old!!!! • What, when, who? • A 2-part process using $1.9 million from the 2005–07 budget. • The 1st part, done by mid-September, will “transform” the code from COBOL to C# and move it from the DEC Alpha to new servers in a web-based environment. • The 2nd part, to be completed by summer 2007, will make other enhancements and changes to the new system. • WSIPC and the ESDs are already involved; we will assemble user-groups for input in the process at appropriate points. • We will run parallel during 2006–07; details not final. • This DOES NOT mean the P-223 will be generated from CSRS; the P-223 will continue to be a separate system. • We will continue to keep people apprised of our progress.

37. Work Based LearningWAC 392-121-124 and WAC 180-50-315 • Count WBL students only if enrolled in a program that meets requirements of WAC 180-50-315. • FTE reported may be estimated provided that the combined monthly hours reported for the year do not exceed the student’s actual documented hours or the limit on hours per credit earned (360 and 180). • 2 categories: Cooperative and Instructional.

38. Work Based Learning Cooperative hours are counted 2:1 – defined as • a work based learning experience in which an employer/employee relationship exists--the work performed by the student results in a net increase in productivity or profitability for the business or organization. 180-50-315(1)(g) Instructional hours are counted 1:1 – many restrictions and defined as • a work based learning experience in which no appreciable benefit is rendered to the worksite by the presence of the minor student, in accordance with WAC 296-125-043.180-50-315(1)(f) • According to L&I definitions.

39. Miscellaneous Topics • The ESD is your friend – call them. • Instruction provided under contract. • Revising enrollment. • Where to find additional information.

40. The ESD is Your Friend – Call Them ESD Enrollment Contact List ESDNameE-mailPhone 101 Connie Jassman cjassman@esd101.net 509-789-3561 105 Danna Roberts dannar@esd105.wednet.edu 509-454-3125 112 Christy Price christy.price@esd112.org 360-750-7511 113 Chuck Hole chole@esd113.k12.wa.us 360-464-6750 114 Karen Casey kcasey@oesd.wednet.edu 360-782-5002 121 Jane Murray jmurray@psesd.org 425-917-7778 123 Michelle Ewell mewell@esd123.org 509-547-8441 171 Tamar Sutherland tamars@ncesd.org 509-665-2643 189 Kathy Witt-Hill kwitt@esd189.org 360-299-4033

41. Instruction Provided Under ContractWAC 392-121-188 • The curriculum is approved by the district. • A written contract is required. • Each high school student is working toward course credits for HS graduation. • Instruction must be provided free of cost to the student and free of sectarian or religious influence or control. • Contracting for ALE programs is for at-risk students only subject to RCW 28A.150.305.

42. Revising EnrollmentWAC 392-117-045 • During the school year a district may make changes directly on their system. • After the August reporting date, a district may submit changes to their ESD until November; after that, on paper to OSPI subject to the next 2 points. • Enrollment may be changed until the audit exit meeting with SAO. Once audit starts, the auditor must be provided copies of any revisions. • After exit meeting, districts can only report revisions as part of the audit resolution process.

43. Additional Information • Your ESD Enrollment Contact Person. • Kim Thompson, 360-725-6306, or • kthompson@ospi.wednet.edu. • Apportionment home page: • http://www.k12.wa.us/safs/ • Items of interest on web page: • Copies of all enrollment bulletins and forms. • District apportionment and enrollment reports. • Links to WACs.