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Calculations, 2008-09 Recertified Advance

Detail of calculations to determine the 2008-09 Recertified Advance Apportionment.

The Advance Apportionment for 2008-09 is based on a statutory derivation pursuant to California Education Code (EC) sections 14002 through 14007 and 41301 and certified pursuant to EC Section 41330. The following provides specific details regarding the calculation of funding for each program.

County Offices of Education

The state-aid portion of the revenue limit for each county office of education (COE) was calculated using the most current estimates from the California Department of Finance (DOF). To tie to that number, the 2007-08 second principal apportionment (P-2) state aid for each COE was adjusted as follows:

School District Revenue Limits

The state-aid portion of the revenue limit for each district was calculated using the most current estimate of state aid from DOF. To tie to that number, the 2007-08 P-2 total amount for each district was adjusted as follows:

Charter Schools

General-purpose Entitlement: The apportionment for charter schools funded through the charter school funding model was developed using the most current estimates from DOF and the 2007-08 P-2 general-purpose entitlement as a base. A factor of 1.00156464 was applied to the P-2 general-purpose entitlement, which was reduced by the P-2 in lieu of property taxes to determine the state aid amount for each charter school.

Charter School Categorical Block Grant: The 2007-08 P-2 ADA for each charter school was multiplied by a single rate of $528. The statutory COLA of 5.66 percent was applied to the prior year’s $500 block grant rate pursuant to EC Section 47634.1(c)(1). However, since monies were not provided in the budget to fund a COLA, it is likely there will be insufficient funds to support this higher rate as the year progresses. The funding in lieu of Economic Impact Aid for economic impact aid-eligible pupils maintained the P-2 rate of $318 per eligible educationally disadvantaged pupil. The 2008-09 per pupil rate will be determined at the 2008-09 First Principal Apportionment. The minimum grant amounts remained at $5,749 for one to ten eligible pupils and $8,676 for eleven or more eligible pupils.

Charter School Overpayments (Prior and Current Years): The apportionment also includes funding adjustments to charter schools that had received overpayments of state aid at P-2 due to changes in the block grant rates, ADA, local revenue, and adjustments to prior years (Line A-25 on the Advance Apportionment Summary). Charter schools that have insufficient funding to offset a prior year overpayment will also have a current year overpayment adjustment (Line A-24).

The overpayment adjustment(s) for the charter school is an amount owed back to the state and, as part of recouping this amount over the entire year, is reflected in the advance apportionment. This adjustment will continue in the charter school’s subsequent apportionments until the state recovers the full amount owed. In some cases, an invoice will be sent directly to the charter school.

Adult Education

The apportionment for Adult Education was calculated by applying a factor of 1.1056019130 to the 2007-08 P-2 Apportionment amount for each local educational agencies (LEA).

Adults in Correctional Facilities

The recertified Advance Apportionment was calculated by applying the 2007-08 P-2 final apportionment amounts for each LEA pursuant to Item 6110-158-0001 of the Budget Act of 2008. No cost-of-living adjustment (COLA) was applied.

Apprenticeship

The hourly reimbursement rate for the Apprenticeship Program remained the same for 2008-09  as the 2007-08 amount of $5.06. The recertified Advance apportionment was calculated by multiplying this rate by the 2007-08 P-2 Apprenticeship allowed hours.

Basic Aid “Choice”/Court-ordered Voluntary Pupil Transfer and Basic Aid Supplement Charter School Adjustment

The 2007-08 P-2 amount was increased by the 5.66 percent revenue limit COLA and adjusted by the 4.713 percent school district revenue limit deficit factor authorized by Assembly Bill 519, Chapter 757, Statutes of 2008.

Community Day School Program

The apportionment was calculated by using the 2007-08 P-2 (pre-deficit) amounts. Due to insufficient funding appropriated for the program in the Budget Act of 2008, a proration factor of 0.93088705 was applied to the funding for 5th and 6th hours for pupils other than mandatory expelled, the approved small school waiver funding for pupils other than mandatory expelled, and the funding for 7th and 8th hours.

County Office Funds Transfer

The 2007-08 P-2 amounts for special education, county community school, and nonpublic, nonsectarian school/licensed children’s institutions county office funds transfers were increased by the 5.66 percent revenue limit COLA and adjusted by the 4.713 percent school district revenue limit deficit factor authorized by Assembly Bill 519, Chapter 757, Statutes of 2008.

Gifted and Talented Education (GATE)

The apportionment was calculated using the P-2 (pre-deficit) amounts. Due to insufficient funding appropriated for the program in the Budget Act of 2008, a proration factor of 0.9427441313 was applied to the funding for all LEAs.

Regional Occupational Centers and Programs (ROC/Ps)

The apportionment for ROC/Ps was calculated by applying a factor of 1.0841195517 to the 2007-08 P-2 Apportionment amount for each LEA.

Special Education

The apportionment for the special education programs were calculated using the 2007-08 P-2 apportionment amounts as a base with the following factors applied:

Supplemental Instructional Programs

Core Supplemental Instruction (Kindergarten and Grades One through Twelve): The 2007-08 P-2 funded hours was multiplied by the reimbursement rate of $4.08 per hour. Due to insufficient funding appropriated for the program, a proration factor of 0.831155657 was applied to the funding for all LEAs.

Supplemental instruction for pupils who do not demonstrate sufficient progress toward passing the High School Exit Examination (Grades Seven through Twelve): The 2007-08 P-2 funded hours was multiplied by the reimbursement rate of $4.08 per hour.

Supplemental Instruction for Pupils Retained or Recommended for Retention (Grades Two through Nine): The 2007-08 P-2 funded hours was multiplied by the reimbursement rate of $4.08 per hour. Due to insufficient funding appropriated for the program, a proration factor of 0.89815493 was applied to the funding for all LEAs.

Low Standardized Testing and Reporting (STAR) Program and At-Risk of Retention (Grades Two through Six): The 2007-08 P-2 funded hours was multiplied by the reimbursement rate of $4.08 per hour. Due to insufficient funding appropriated for the program, a proration factor of 0.798957815 was applied to the funding for all LEAs.

Questions:   Office of Principal Apportionment and Special Education | 916-324-4541
Office of Charter Apportionments and District Reorganization | 916-324-4541
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