1 2011-12 florida education finance program (fefp) famis summer conference june 13, 2011

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


+

+

+

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



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%



55





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%

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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 3 – Actual

Final Calculation

After Final Update of Survey 4

Survey 1 – Actual Survey 4 – Actual


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.


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


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


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.


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


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.


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


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.


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



$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


(DCD)Calculation

BaseFunding

$9,972,667,883

DecliningEnrollmentAllocation

$6,036,068

SparsitySupplement$35,754,378

= × × =

+ + + +

+ +

=

+ +

+

DJJSupplemental


+

+

VirtualEducation

Contribution$21,643,042


$209,240,737

TeachersLead

$31,895,373

StudentTransportation$415,449,129

+ +

+

Lab SchoolDiscretionary Contribution$11,999,791

+


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

[email protected]

1 2011-12 florida education finance program (fefp) famis summer conference june 13, 2011

Documents

local fefp

discretionary local

net state fefp

total state funding

total funding

calculation slide

program appropriation33

discretionary millage0