Skip to content
Printer-friendly version

Ltr3-08: MHCSR

Letter Head: Jack O'Connell, State Superintendent of Public Instruction, California Department of Education

October 7, 2009

Dear County Superintendents of Schools, Auditors, and Treasurers:

FISCAL YEARS 2008-09 AND 2009-10
(2009-10 AMOUNTS REVERTED FROM 2008-09)

This apportionment, in the amount of $48,417,876, is made from funds provided by Item 6110-232-0001, Morgan-Hart Program to Reduce Class Size in Grade Nine, of the Budget Act of 2008 (Chapters 268 and 269, Statutes of 2008) as amended by Senate Bill 4 of the Third Extraordinary Session (SBX3 4, Chapter 12, Statutes of 2009), and subdivision (f) of Section 5 of Assembly Bill 3 of the Fourth Extraordinary Session (ABX4 3, Chapter 3, Statutes of 2009). The funds may satisfy obligations incurred during the 2008-09 fiscal year. Because this program is one of the “flexed” programs, as described below, the funds may be used for any educational purpose.

County superintendents of schools are requested to immediately inform recipients of this apportionment. Warrants will be mailed to each county treasurer approximately four weeks from the date of this Notice. To view the schedule of apportionment, please visit the California Department of Education (CDE) Categorical Programs Web page at For standardized account code structure coding, use Resource Code 0000, Unrestricted, and Revenue Object Code 8590, All Other State Revenue.

California Education Code (EC) Section 42605, added by SBX3 4, authorizes complete flexibility by a school district, county office of education, and charter school in the use of funds appropriated in the state budget for fiscal years 2008-09 through 2012-13 for numerous budget items, including the funds for the Morgan-Hart Program which were previously allocated as unrestricted. EC 42605 also provided that funds for the programs made flexible be allocated in 2009-10 through 2012-13 based on the relative share that each local educational agency (LEA) received of funds allocated for the 2008-09 fiscal year. In July 2009, EC 42605 was amended to change the base year for the Morgan-Hart Program and seven other programs from 2008-09 to 2007-08.

This third apportionment provides 100 percent of each LEA’s 2008-09 Morgan-Hart Program entitlement for grades nine through twelve less amounts previously apportioned. These entitlements were calculated based on the relative share that each LEA received of 2007-08 program funds, then reduced to reflect the reduction in funding that was enacted in Section 34 of SBX3 4.

Charter schools that receive funding through the Charter School Categorical Block Grant are not eligible to receive funds from the Morgan-Hart Program to Reduce Class Size in Grade Nine because it is included in the statutory list of programs for which block-grant funded charter schools may not apply separately. Charter schools that are not participating in the charter school block grant funding model will receive their funding for this program through their chartering agency.

If you have any questions regarding your 2007-08 or 2008-09 entitlement or this apportionment, please contact Janice Huarte, Fiscal Analyst, Categorical Programs Unit, at 916-322-9128 or by e-mail at [Note: the preceding contact information is no longer valid and has been replaced by Janet Finley, Fiscal Analyst, Categorical Allocations & Management Assistance Unit, by phone at 916-323-5091 or by e-mail at]



Susan Lange, Deputy Superintendent
Finance, Technology, and Administration Branch

Download Free Readers