The Local Control Funding Formula (LCFF) (AB 97) was approved by the Governor on July 1, 2013. At this time the calendar only reflects due dates for prior year data and the two reports specific to charter schools that are new or significantly expanding in 2013-14. The California Department of Education is currently reviewing the legislation and will issue a revised Calendar of Key Deadlines in the future to include current year data submission deadlines.
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 2013
Pupil Estimates for New or Significantly Expanding Charters (PENSEC) for Fiscal Year 2013-14
| 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, 2013 |
First 20 Day Actual Attendance Report for New Charters and Grade Level Expansion Charters for Fiscal Year 2013-14
| 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, 2013 |
2012-13 Annual Principal Apportionment, February 2014
2012-13 Fiscal Year Annual Data
| Item | Description | Due Date |
|---|---|---|
| Annual Attendance | Submit charter school attendance data via the 2012-13 Principal Apportionment Revenue and Attendance Data Collection Software, version 2012. Note: This data will also be used for the purposes of calculating lottery funding. |
July 16, 2013 |
First Principal Apportionment, February 2014
Corrections to be applied at the 2013-14 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, 2013 |
| 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, 2013 |
Note: Corrections for years prior to 2012-13 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 2011 (fiscal year 2011-12) may not be funded.
Second Principal Apportionment, July 2014
Corrections to be applied at the 2013-14 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 14, 2014 |
| 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 14, 2014 |
Note: Corrections for years prior to 2012-13 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 2011 (fiscal year 2011-12) may not be funded.
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:
