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Independent Study Ratio Calculations

Instructions, examples, and worksheets for calculating independent study ratios.

The California Education Code (EC) provides for two different independent study program options for local educational agencies (LEA) to administer. Most LEAs offer the traditional independent study (IS) option, authorized pursuant to EC sections 51745–51749.3. In 2015–16 a new IS program, known as Course-Based IS (CBIS), was created pursuant to EC sections 51749.5–51749.6 with distinct apportionment significant requirements that differ from those of the traditional IS program.

Traditional IS and CBIS average daily attendance (ADA) is tracked and reported separately to the California Department of Education (CDE) by an LEA. ADA is one of the factors used by CDE when calculating an LEA’s Local Control Funding Formula (LCFF) entitlement.

IS Ratio Calculation

EC sections 51745.6 and 51749.5 require LEAs that participate in either or both programs to complete an IS ratio calculation. The ratio calculation is done annually by the LEA at the time of, and in connection with, the second period report of ADA. The results of the ratio calculations should be reflected in the P-2 and Annual ADA data submitted to CDE. Prior to completing the Excel calculation spreadsheet, please be sure to review the appropriate instructions for calculating an LEA’s IS ratio. For additional information about appropriately reporting ADA to CDE, see the Principal Apportionment Data Collection Software Data Reporting Instruction Manual available on CDE’s Web site.

Below are the links to the independent study ratio instructions and calculation spreadsheets by fiscal year:

2016–17

Traditional IS

Instructions for Calculating Traditional Independent Study (IS) LEA-Wide Ratios
Calculation Example Spreadsheet for Traditional IS (XLS)
Calculation Spreadsheet for Traditional IS (XLS)

CBIS

Instructions for Calculating CBIS LEA-Wide Ratios
Calculation Example Spreadsheet for CBIS (XLS)
Calculation Spreadsheet for CBIS (XLS)

2015–16

Instructions for Calculating Traditional Independent Study (IS) LEA-Wide Ratios
Calculation Example Spreadsheet for Traditional IS (XLS)
Calculation Spreadsheet for Traditional IS (XLS)

Instructions for calculating 2015–16 course-based independent study (CBIS) LEA-Wide ratios (e-mail Wendi McCaskill at wmccaskill@cde.ca.gov for assistance.)
Questions: Principal Apportionment Section | pase@cde.ca.gov | 916-324-4541 
Last Reviewed: Friday, April 28, 2017