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Version Release Notes FY 2008-09

Principal apportionment revenue software release notes for fiscal year (FY) 2008-09.
Adults in Correctional Facilities

A new data collection screen was added to the Principal Apportionment Revenue/Attendance software for the Adults in Correctional Facilities (AICF) Program. The data collection screen is only available to the county offices of education or school districts that have approval from the Adult Education Program Office to operate a program. The following criteria must be met to receive funding under the AICF Program:

  • A district or county superintendent of schools may only claim average daily attendance for apportionment purpose for schools or classes maintained for AICF Program if those classes meet requirements of California Education Code (EC) Section 41976.
  • Prior approval to operate an AICF Program is required for both new and continuing programs. No allowance will be made without this approval.
  • The California Department of Education (CDE) will accept this data only if it is certified. The district superintendent certifies the data, then; forwards the data to the county superintendent of schools for certification.
  • Upon review and approval by the county superintendent, the county superintendent will certify the data and forward the information to the CDE.

Funding for the AICF Programs is paid through the Principal Apportionment.

Center for Advance Research and Technology

A new data collection field was added for the Center for Advance Research and Technology (CART) on the District Revenue Limit Adjustments screen in the Principal Apportionment Revenue Software. Pursuant to EC sections 42238.20 and 47612.7, CART will report instructional hours for pupils in academic classes Grades 9 through 12. The funding calculations are not available in the Revenue Software, but will be displayed in the apportionment exhibit.

Charter Schools
  • The Charter School Revenue Limit calculation has again been disabled. County and District calculations will not reflect the Charter School Revenue Limit calculation dependencies in their respective programs and calculations.
  • A new average daily attendance (ADA) data entry screen was added to the Principal Apportionment Attendance and Revenue Software for Statewide Benefit Charters, titled Attendance Charter School Block Grant – SBC.
  • The existing Attendance Charter School Block Grant data entry screen has been separated into two data entry screens titled Attendance Charter School Block Grant – EHS, and Attendance Charter School Block Grant – Unified.
  • Reminder: The NPS/LCI ADA tab has been removed. NPS/LCI ADA is no longer included in the Extended Year Special Education, Nonpublic, Nonsectarian Schools (EC Section 56366(a)(7)) and Extended Year Special Education, Nonpublic, Nonsectarian Schools (EC Section 56836.16) totals by grade level. ADA is now reported once in the Special Ed-Nonpublic, Nonsectarian Schools/Licensed Children’s Institutions ADA per EC Section 56836.16 and Special Ed-Nonpublic, Nonsectarian Schools ADA per EC Section 56366 (a)(7) totals by grade level.

A CDE Approved Emergency Conditions Waiver (Form J-13A) checkbox has been added to the Days of Operation tab for charters with the CDE approved waivers.

Reminder: Economically disadvantaged (ED) pupil counts will be collected only at the First Principal (P-1) Apportionment and there will be no revisions to the counts reported at P-1. As such, the ED pupil counts must be reported at P-1 to receive funding.

Continuing charter schools--The funding formula for Economic Impact Aid (EIA) is based on prior year ED pupil counts. As such, this data is being collected at the 2008-09 P-1 reporting period only, for use in the 2009-10 apportionment. The 2008-09 apportionment will be based on the ED pupil counts reported at 2007-08 P-1.

Newly operational charter schools--The funding formula for EIA is based on current year ED pupil counts reported at the 2008-09 P-1 reporting period only.

See Attendance and Revenue Software help file for additional information on Economic Impact Aid Funding for Continuing and Newly Operational charter schools.

Cumulative Enrollment

The Cumulative Enrollment line has been removed from all attendance forms. This data is no longer collected.

Independent Study

A new Independent Study line has been added to forms: Attendance COE and School District Attendance. The new line is for the reporting of ADA not eligible for funding generated through Independent Study as a result of exceeding FTE/ADA ratios, and/or Continuation and Opportunity Schools 10 percent cap ratios.

Necessary Small Schools

Two new lines have been added to the Necessary Small Schools Attendance forms. The two new lines added are only for those schools that did not participate in the Necessary Small Schools program and did not submit Necessary Small School data in the prior year and need to do so for the purposes of EC Section 42238.5 (Greater of Current or Prior Year ADA).

Regional Occupational Centers and Programs (ROC/Ps)

The funds appropriated for this program reflect a reduction to the base funding of 0.55 percent. The CDE will modify the current ROC/P calculations to apply a proration factor to the base funding, if sufficient funding is not available. These modified calculations, including the 2007-08 allowed growth ADA, are not reflected in the Revenue Software, but will be displayed in the apportionment exhibits.

Special Education – AB 602 Program

Pursuant to the Budget Act of 2007 (Chapters 171 and 172, Statutes of 2007), the CDE, beginning with the 2008-09 P-1 Apportionment in February 2009, will modify the SELPAs’ current year statewide target rate calculation by excluding prior year supplement to base rate in accordance with EC sections 56836.158 (b)(1) through 56836.158 (b)(4). This modified calculation is also reflected in the Revenue Software.


Similar to the 2007-08 software, users can enter amounts for community redevelopment funds that meet the requirements of EC sections 2558 (c) (applicable to county taxes) and 42238 (h)(6) (applicable to school district taxes).

It is important that these amounts are reported on line A-12 of the Taxes entry screen. Assembly Bill 1389 (Chapter 751, Statutes of 2008) requires the CDE to compare these amounts to those reported by County Auditors to the State Controller’s Office pursuant to other requirements of the bill. Differences may affect future apportionments.

Questions: Zandra Black | | 916-324-4547 
Last Reviewed: Monday, May 18, 2015
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