Note: All data are submitted to the California Department of Education (CDE) through the charter authorizing school district (if applicable) and the county office of education (COE).
Special Apportionments for New or Significantly Expanding Charter Schools, September-December 2012
Pupil Estimates for New or Significantly Expanding Charters (PENSEC) for Fiscal Year 2012-13
| Item | Description | Due Date |
|---|---|---|
| PENSEC Estimated Attendance | Submit estimated attendance and other apportionment-related data via certified PENSEC form. Applies to new charter schools that begin instruction by September 30 and continuing charter schools that are significantly expanding (adding a grade level or some other qualifying event). Apportionment occurs in September. |
July 31, 2012 |
First 20 Day Actual Attendance Report for New Charters and Grade Level Expansion Charters for Fiscal Year 2012-13
| Item | Description | Due Date |
|---|---|---|
| 20 Day Actual Attendance | Submit actual attendance-related data via certified "Charter School 20 Day Attendance Report.” New charters and charters adding a grade level shall report actual attendance not later than five business days following the end of the first 20 school days. Apportionment occurs in December. |
October 31, 2012 |
2011-12 Annual Principal Apportionment, February 2013
2011-12 Fiscal Year Annual Data
| Item | Description | Due Date |
|---|---|---|
| Annual Attendance | Submit charter school attendance data via the 2011-12 Principal Apportionment Revenue Software, version 2011-11.01. Note: This data will also be used for the purposes of calculating lottery funding. |
July 16, 2012 |
First Principal Apportionment, February 2013
Corrections to be applied at the 2012-13 P-1 Apportionment
| Item | Description | Due Date |
|---|---|---|
| Corrections | Submit charter school attendance corrections for fiscal years prior to 2002-03 via the appropriate "J" form for that fiscal year. | October 1, 2012 |
| Corrections | Submit charter school attendance corrections for all other fiscal years via the appropriate software for that year. Corrections made via the software must be submitted in the "corrected" mode for the appropriate period. | October 1, 2012 |
Note: Corrections for years prior to 2011-12 must be supported by an auditor letter of concurrence. Additionally, CDE's authority to spend funds appropriated in the budget act expires after three years. Thus, any increases to claims for programs funded through budget acts prior to the Budget Act of 2010 (fiscal year 2010-11) may not be funded.
2012-13 Fiscal Year P-1 Data
| Item | Description | Due Date |
|---|---|---|
| P-1 Attendance | Submit charter school attendance data via the new 2012-13 Principal Apportionment Revenue and Attendance Data Collection Software (2012 version to be released prior to P-1). | January 15, 2013 |
| Economic Impact Aid (EIA) Funding Data Collection | Submit charter school EIA data via the new 2012-13 Principal Apportionment Revenue and Attendance Data Collection Software (2012 version to be released prior to P-1) as follows:
|
January 15, 2013 |
Second Principal Apportionment, July 2013
Corrections to be applied at the 2012-13 Second Principal (P-2) Apportionment
| Item | Description | Due Date |
|---|---|---|
| Corrections | Submit charter school attendance corrections for fiscal years prior to 2002-03 via the appropriate "J" form for that fiscal year. | March 15, 2013 |
| Corrections | Submit charter school attendance corrections for all other fiscal years via the appropriate software for that year. Corrections made via the Principal Apportionment Revenue Software must be submitted in the "corrected" mode for the appropriate period. | March 15, 2013 |
Note: Corrections for years prior to 2011-12 must be supported by an auditor letter of concurrence. Additionally, CDE's authority to spend funds appropriated in the budget act expires after three years. Thus, any increases to claims for programs funded through budget acts prior to the Budget Act of 2010 (fiscal year 2010-11) may not be funded.
2012-13 Fiscal Year P-2 Data
| Item | Description | Due Date |
|---|---|---|
| P-2 Attendance | Submit charter school attendance data via the new 2012-13 Principal Apportionment Revenue and Attendance Data Collection Software (2012 version to be released prior to P-1). | May 1, 2013 |
| EIA Funding Data Collection | Submit charter school EIA data (English learners pupil count for newly operational charters only) via the new 2012-13 Principal Apportionment Revenue and Attendance Data Collection Software (2012 version to be released prior to P-1). | May 1, 2013 |
If you have any questions regarding these due dates, please contact Byron Fong, Fiscal Consultant, Office of Charter Apportionments and District Reorganization, at 916-323-0498 or by e-mail at byfong@cde.ca.gov.
If required, submit hard copy reports or certificates to:
