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2012-13 Annual Information Survey Instructions

Instructions for the Charter Schools Annual Information Survey.

The information on this survey comes from the California Department of Education's (CDE) charter schools database. Please make any necessary additions, corrections or modifications to the online survey to update charter school data for the 2013-14 fiscal year (FY).

Section 1 - Charter School Location(s) and Contact

School Information
Please review and edit the school information. The physical address refers to the physical location of the school or main site for non-classroom-based charter schools. Please include a mailing address if different.

If the physical address is not yet secured please use the mailing address. If neither a physical address nor mailing address is available, please use the mailing address of the authorizing local educational agency (LEA) in the interim.

Updates will be made upon finalizing a permanent school address by notifying the CDE. The CDE employs an online Web application called the Online Public Update for School (OPUS). By working with your authorizing LEA, you update their records as well as the CDE’s. The CDS Coordinator is listed on the California Public School Directory, under your charter school information.

Primary School Contact
The contact and e-mail address provided in this section is used to compile list servs used by the CDE to notify charter school contacts of important information. Please name the most suitable contact for the charter school, which are often the following: charter administrator or principal, business manager, or chief executive officer of a charter management organization.

Location of Additional Sites
If the charter school operates at additional sites- i.e., resource centers- please list the site name and addresses of all locations.

Section 3 - Site, Curriculum and Governance Structure

This is the first date of instruction, i.e., the first date the charter school has enrolled and begun serving pupils. This does not refer to the date the charter school will begin instruction in the 2013-14 school year.

Note that pursuant to California Education Code (EC) Section 47652, a new charter school must commence instruction between July 1 and September 30 to be eligible for any state apportionment in the corresponding fiscal year.

Renewal and Expiration Dates
These dates will be viewable, but edits cannot be made. If the charter has been recently renewed, please e-mail an electronic copy of the renewed charter, and a copy of the authorizing LEA’s approved minutes showing the charter renewal to: Remaining questions may be directed to  

Type of School
Please select or verify that the charter school is correctly identified as a conversion of a public school or a startup school.

Classroom-based Instruction and Non-classroom-based Instruction
Please select or verify that the charter school is correctly identified as a classroom-based, non-classroom-based, or a combination. Please refer to EC Section 47612.5 and EC Section 47634.2 External link opens in new window or tab. for clarification.

Please select or verify that the charter school is operated by, or as, a non-profit, for-profit or neither. If the charter school has not completed legal incorporation proceedings, select, “Charter School is not operated by, or as, a corporation." Upon completion, please send notification and proof of incorporation to the CDE so as to update the data accordingly. Notification may be sent directly to

Section 4 - Facilities, Retirement and Services Information

Proposition 39 requires school districts to provide charter schools with facilities that are sufficient and reasonably equivalent to other buildings, classrooms, or facilities in the district.

If you have questions regarding this section, please refer to the Proposition 39 and Charter Schools Web page, or contact the Charter Schools Division by phone at 916-322-6029 or by e-mail at  

If the school has received a Public Charter School Grant Program grant, please complete the information detailing the year and month and type of grant received.

Please check the appropriate box. If the charter school is not providing educational instruction (i.e., claiming attendance) for FY 2012-13, please answer "No" and submit the survey now.

Section 5 - Special Education

Please check the appropriate box. If the charter school has not taken action to join a Special Education Local Plan Area (SELPA) or has not been approved by a SELPA, the school is considered a "public school" of the authorizing agency that approved the charter for purposes of special education. If the charter school has been approved to participate as an LEA in a SELPA, please indicate the name of the SELPA and provide the CDE with evidence of acceptance (i.e. letter of acceptance by the SELPA director) if this has not previously been done.

Section 6 - Funding

All-Charter District Schools Only
Schools in an all-charter district have the option of being funded through the district's revenue limit or under the block grant. However, each school in the district must be funded through the same option. Once the school has entered the block grant, it may not choose to return to non-block grant funding.

Continuing Schools Funding Selection on File at the CDE for FY 2012-13
The pre populated answer to the survey statement 'Last year's funding model:_____' indicates the current funding selection on file at the CDE for charter schools that operated in FY 2011-12. A continuing charter school is one that was operating and received funding in FY 2011-12. A continuing school with 'Local' or 'Direct' as the funding model that wants to change its funding selection for FY 2012-13 must do so in the next question on the survey.

Please note that the funding selection 'Local' or 'Direct' applies only to a charter school that has pupils eligible for funding under the block grant funding model.

Note: Section 15 of Senate Bill 4 of the 2009-10 Third Extraordinary Session (SBX3 4) (Chapter 12, Statutes of 2009), changed the way many categorical programs are will be funded. For fiscal years 2009-10 through 2014-15, these program funds are will be allocated to charter schools in the same relative proportion as they received in 2008-09 (for most programs). Caution should be used in switching between funding models for fiscal years 2009-10 through 2014-15, as that switch may have adverse effects on a charter school's categorical allocations. This is because the charter school’s "relative proportion" remains how it was in 2008-09 but switching between funding models (local vs. direct) may make the school ineligible to receive funding for some programs. For more information on SBX3 4, go to the Education Budget Web page.

New Charter Schools Choice of Local or Direct Block Grant Funding
Each new school - including conversion charter schools - must make a selection.

Except for certain all-charter districts and county office of education authorized schools, all charter schools must be either directly or locally funded. The decision on whether to be funded directly or locally will impact the method of allocation of the block grant funding provided to the charter school, rather than the amount of allocation. However, this decision may impact the amount of funding a charter school receives for programs that are not included in the block grant. This decision may be reconsidered on an annual basis. Because funding for many of the programs not in the block grant are based on prior-year enrollment or requires a separate application process, a new charter school may not have the eligibility, resources, or expertise to independently access these funds in a timely manner. Therefore, the CDE encourages funding locally through the district in the first year of operation. The CDE also encourages all charter schools that may desire direct funding to review the information for direct funded charters and to discuss this decision with their authorizing LEA.

Non-regulatory guidance from the CDE regarding charter school apportionment and categorical funding may be found at the Apportionment & Categorical Funding Guidance Web page or by contacting the Charter Schools Division by e-mail at

Please note that the funding selection of 'Local' or 'Direct' applies only for a charter school that has pupils that are eligible for funding under the block grant funding model.

County Charters
This section pertains to charter schools approved as:

  • A county program charter pursuant to EC Section 47605.5 (i.e., provides direct education and related services to pupils for whom the county office of education is otherwise responsible).
  • A county wide charter pursuant to EC Section 47605.6 (i.e., operates one or more sites within the geographic boundaries of the county; provides instructional services that are not generally provided by a county office of education; and provides educational services to a pupil population that will benefit from those services and that cannot be served as well by a charter school that operates in only one school district in the county).

Please check the applicable box(es). Check option C only if the school's charter has been approved as a school of county wide significance, i.e., county wide benefit.

The district of residence may be responsible for the transfer of the in-lieu of property tax portion of the charter school's general purpose entitlement pursuant to EC sections 47632 and EC 47635. The transfer of the in-lieu of property taxes is required to be made monthly based on the amount certified by the State Superintendent of Public Instruction. As such, the CDE recommends that the charter school contact each school district of residence as early as possible to identify the average daily attendance (ADA) that will be reported to the CDE and to discuss the methodology for the transfer of the in-lieu of taxes.

Consolidated Application
Every direct funded charter school, regardless of its interest in any state or federal funding, is required to complete the following three pages to fulfill school, district and state reporting requirements under the Elementary and Secondary Education Act (ESEA):

  • Page 18 – LEA Reporting Form for ESEA Title I and Homeless Education
  • Page 20 – School Reporting Form for the Uniform Management Information Reporting System (UMIRS)
  • Page 21 – School Reporting Form for Teacher and Paraprofessional Requirements

More information may be found at the Consolidated Application Web page, or by contacting the Consolidated Application Team by e-mail at or by phone at 916-445-9394.

Questions: Charter Data | | 916-322-1755 
Last Reviewed: Tuesday, November 18, 2014

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