REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive Director Independent Educa

1. REPORTING REQUIREMENTS FOR SCHOOL CHOICE PROGRAMS Presenters: Jean Miller, Deputy Executive DirectorIndependent Education and Parental Choice and Kim Ward, Program Specialist Education Information and Accountability Services June 2010

2. 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.

3. Charter Schools Section 1002.33, Florida Statutes

4. Public Charter Schools Students in Public Charter Schools

5. Florida’s Choice Scholarship Programs • Florida Tax Credit Scholarship Program • Opportunity Scholarship Program (Public) • John M. McKay Scholarship for Students with Disabilities Program

6. 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 Scholarship

7. Florida Tax Credit Scholarship FTC Scholarship Student Enrollments 24,871 25,000 21,493 20,000 17,819 15,585 15,123 15,000 11,550 CTC Scholarships 10,549 10,000 5,000 0 2002–03 2003–04 2004–05 2005–06 2006–07 2007-08 2008-09

8. Opportunity Scholarships Who is eligible? Students who attended a public school the year in which the public school received its second “F” in a 4-year period. Students who are assigned to attend the school that received a second “F” in the upcoming school year. Districts should report these students using “F” as the transfer indicator.

9. Opportunity Scholarships

10. John 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.

11. John M. McKay Scholarships Program • Who is eligible, continued and NEW? • Students who was enrolled and reported by a school district for funding during the October and February FTE surveys in any of the 5 years prior to the 2010-2011 fiscal year. • Students who obtaina current IEP no later than June 30, 2011. • Students who receive a first-time McKay Scholarship for the 2011-12 school year.

12. John M. McKay Scholarship Program

13. McKay Payments

14. Scholarship Program Payment Periods Payment Date Payment Period September 1 July 1 to Sept 30 November 1 Oct 1 to Dec 31 February 1 Jan 1 to Feb 29 April 1 Mar 1 to June 30

15. Scholarship Program Payment Periods 6A-6.0970, F.A.C. When a scholarship student attends multiple private schools or a private school and the public school in the same payment period, the right to retain the scholarship amount shall be given to the first private school the student attends for ten (10) or more school days during that payment period.

16. Calculation of McKay Scholarships Section 1002.39(6), Florida Statutes State Maximum Amount = Basic Program Funding + ESE Guaranteed Allocation + Categoricals Unweighted FTE x Cost Factor x Base Student Allocation x District Cost Differential Total Base Program Funding (2009-10)

17. Calculation of McKay Scholarships Section 1002.39(6), 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.

18. Calculation of McKay Scholarships Section 1002.39(6), 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

19. Calculation of McKay Scholarships Example: 7th Grader, Glades County, 252

20. Calculation of McKay Scholarships Example: 7th Grader, Glades County, 252 ESE Guaranteed Allocation shall be based on the student’s grade, matrix level of services, 2009-10 Grade: 7 2009-10 Matrix: 252 and the difference between the 2000-01 basic program and the appropriate level of services cost factor, 2000-01 Services Cost Factor 1.995 2000-01 Basic Cost Factor 1.000 0.995

21. Calculation of McKay Scholarships 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.

22. Calculation of McKay Scholarships Example: 7th Grader, Glades County, 252 Appropriate categoricals are calculated on a per student basis:

23. Calculation of McKay Scholarships Example: 7th Grader, Glades County, 252

24. 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

25. 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

26. Downloadable District Excel File

27. District Prepayment Verification File Submit the McKay Prepayment Verification File format for reporting periods: • Survey A - August • Survey B - October • Survey C - January • Survey D - March

28. District Prepayment Verification File Procedures for Submitting the File • INITIAL dataset will be provided to the districts: DSPxx.GQ.F70561.Yyyyys • Districts review the file, add proper dates and return batch update file: DSPxx.GQ.F70571.Yyyyys

29. District Prepayment Verification File Remember • District will never send an initial file – only one or more batch update files. • There is no transaction code because no records will be added or deleted from the McKay Prepayment Verification data base table.

30. District Prepayment Verification File All Zeros In The Date Fields ONLY ENTER: • Entry (Re-entry) Date OR • Withdrawal Date Districts must enter either dates (NOT BOTH)

31. District Prepayment Verification File Enroll Date: If the student is currently enrolled in public school please enter the most recent date of enrollment into the district. Withdrawal Date: If the student is not enrolled in public school please enter the date the student withdrew from the district.

32. District Prepayment Verification File All Nines For students who never enrolled in the school district all nines (99999999) should be entered in both the Entry (Re-entry) Date and The Withdrawal Date fields. • This situation occurs most often with students in military families. The McKay format contains the element “Military Family Student”, which will assist districts in identifying and correctly reporting these students.

33. District Prepayment Verification File Batch Update Files • Continue to send batch update files until all students have appropriate dates (or 99999999) on all records. • Only the records with changes need to be sent.

34. District Prepayment Verification File Edits and Reports The following edits occur each time a batch update file is processed: • Each record is matched to the McKay Prepayment Verification records on the Student Data Base using: • District Number, Current Enrollment • Student Number Identifier, Florida • School Year; and • Survey Period Code Non-matching records will be rejected.

35. District Prepayment Verification File Edits and Reports • Incorrect dates in the date fields are rejected. • Date fields must be in the MMDDYYYY format • The date must be valid date greater than May 1, 2000 • There should only be one valid Entry (Re-entry) Date or Withdrawal Date, or both dates may be 99999999. If both date fields are filled with valid dates, the record is rejected.

36. District Prepayment Verification File Error File and Report Automatically generated the morning after submission of batch file: • Error File: (DPSxx.GQ.F71061.Yyyyys) • Error Report: (DPSxx.GQ.F71077.Yyyyys)

37. District Prepayment Verification File Additional Reports Automatically generated each time a batch update is run: • F705710 – records in the file format reflecting current information on the Data Base. • F71069 – file of all students with zeroes in both date fields. (Students that still need to be updated)

38. McKay Payment File Files are posted quarterly on NWRDC: September, November, February and April • September/November – Survey 2 • February/April – Survey 3

39. McKay Payment File Dataset Names • DPSxx.GQ.F70581.Yyyyy2 for payment/survey A • DPSxx.GQ.F70582.Yyyyy2 for payment/survey B • DPSxx.GQ.F70581.Yyyyy3 for payment/survey C • DPSxx.GQ.F70582.Yyyyy3 for payment/survey D

40. 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

41. 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.

42. 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. See FTE General Instructions – Appendix D

43. 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.

44. Contact Information Office of Independent Education and Parental Choice Jean Miller, Deputy Executive Director (850) 245-0502 Jean.Miller@fldoe.org Education Information Services Kim Ward (850) 245-9054 Kim.Ward@fldoe.org