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Charter School Annual Information Update

Information and instructions for completing the Charter School Annual Information Update.

General Information

The Charter School Annual Information Update (Information Update) provides an opportunity for charter schools to verify and update information that is currently on file with the California Department of Education (CDE) for the upcoming school year. The Information Update was accessible to all active charter schools. New charter schools that have not yet started serving students did not need to complete nor had access to the Information Update. The deadline to submit this year’s Information Update was Friday, May 20, 2022, and it is now closed. If the Information Update was not completed by this date, prior year data (including funding type) will remain the same for school year 2022–23.

The information collected in this year's Information Update is available at 2022–23 Charter School Annual Information Update Results (XLSX). This information is provided as it was reported by the charter schools who participated in this year's Information Update.

Data Fields

Note: The following changes were made to the Information Update this year:

  • Charter School Information Added
  • Organizational Type Updated
  • Unique Entity Identifier (UEI) Added
  • DUNS Number Removed

The Information Update includes the following sections. An asterisk (*) indicates that the section was added to and/or updated in the Information Update this year.

  1. Charter School Information*
  2. Instructional Type
  3. Funding Type
  4. Reporting Type
  5. Special Education
  6. Organizational Type*
  7. Unique Entity Identifier*
  8. Retirement System
  9. Facility Type
  10. Certification

Charter School Information

*Charter School Information was added this year to indicate if a charter school changed its name.

Indicate if the charter school changed its name in 2021–22. If yes, enter the charter school’s previous name

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Instructional Type

Indicate the charter school’s instructional type:

  • Classroom-based: California Education Code (EC) Section 47612.5(e) External link opens in new window or tab., states that classroom-based instruction occurs when at least 80 percent of the instructional time offered by the charter school is at the school site and the attendance of all pupils is claimed at the school site for at least 80 percent of the minimum required instructional time. If the charter school meets these requirements, “classroom-based” should be selected.
  • Nonclassroom-based: If the charter school does not meet the requirements of classroom-based instruction, “nonclassroom-based instruction” should be selected.
  • Combination: If the charter school offers approximately 80 percent classroom-based instruction and approximately 20 percent nonclassroom-based instruction, “combination” should be selected.

If nonclassroom-based instruction is offered, indicate if the charter school operates additional sites including resource centers, meeting spaces, or other satellite facilities. Provide the following information of up to three additional site(s):

  • Site name
  • Physical address of the site
  • District in which the site is located
  • County in which the site is located
  • Number of students served at the site

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Funding Type

A charter school may be either directly or locally funded. The decision on whether to be funded directly or locally generally impacts the method of allocating funds as well as the receipt of those funds. The selection also affects how a charter school applies for funding, including but not limited to, other state funds, federal funds, grants, and consolidated applications.

Important: Due to the impact that funding type selection has on many programs, the funding type selected may not be changed during the fiscal year. This designation may be reconsidered on an annual basis and updated via the Information Update. Given its various implications, the CDE encourages a charter school wanting to change its funding type to first discuss the change with its authorizing local educational agency (LEA).

Indicate the charter school’s funding type:

  • Direct Funded: Local Control Funding Formula (LCFF) apportionment funds for a directly funded charter school flow directly to the county treasurer and then to the charter school. A direct funded charter school is fully responsible for all CAASPP administration. The charter school’s CAASPP scores are reported as its own LEA (i.e., independently).
  • Locally Funded: LCFF apportionment funds are calculated separately for a locally funded charter school; funds flow through its authorizing LEA. A locally funded charter school administers all CAASPP assessments with its authorizing LEA. The charter school’s CAASPP scores are reported with its authorizing LEA (i.e., through its authorizer).

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Reporting Type

A charter school may elect to report data to the California Longitudinal Pupil Achievement Data System (CALPADS) and California Basic Educational Data System (CBEDS) one of two ways: independently or through its authorizing LEA. The same reporting method must be used for both CALPADS and CBEDS data.

Important: Once the Information Update closes, changes to a charter school’s reporting type will be reviewed on a case-by-case basis; no changes will be processed after Census Day—the first Wednesday in October. Requests for reporting type changes will be reflected in CALPADS only after the End-of-Year (EOY) data submission period, including the amendment window, has been completed. Because the EOY data submission period overlaps with the next reporting year, a charter school must retain their current reporting status until the EOY submission data are certified. Data submission period dates can be found in the CALPADS Snapshot Collection Windows and Certification Deadlines table at CALPADS Calendar.

Indicate the charter school’s reporting type:

  • Independent: A charter school that selects “independent” reports its CALPADS and CBEDS data directly to the CDE (independent of its authorizing LEA).
  • Through Authorizer: A charter school that selects “through authorizer” has its authorizing LEA report its CALPADS and CBEDS data to the CDE.

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Special Education

Input the following information of the charter school’s special education administrator:

  • Name
  • Email address
  • Telephone number

Indicate with which Special Education Local Plan Area the charter school is associated.

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Organizational Type

*The Organizational Type was updated this year to (1) eliminate for-profit options, per EC Section 47604(b) External link opens in new window or tab., and (2) include details for adding a physical address, a mailing address, and the Employer Identification Number (EIN).

Indicate if the charter school is operated by or affiliated with any of the following entities:

Note: A local school district or county office of education is not considered a Charter Management Organization (CMO), Single management (non-profit), or other management organization for the purposes of this section.

  • Charter Management Organization: A non-profit organization that operates or manages a network of charter schools (either through a contract or as the charter holder) linked by centralized support, operations, and oversight.
  • Single Management (non-profit): A non-profit organization that is not a CMO or an Education Management Organization and that provides management services to one charter school.
  • Other
  • None

If the charter school is part of a CMO or other management organization, input the following as it pertains to the organization. Input the exact name, address, and EIN of the organization as filed with the IRS. A full list of California organizations is available at IRS Exempt Organization Business Master File Extract External link opens in new window or tab.. If the organization with which the charter school is affiliated is not listed, select “None.”

  • Name
  • Physical address, including city, state, and nine-digit zip code
  • Mailing address, including city, state, and nine-digit zip code
  • EIN (enter the nine-digit number without characters or spaces)

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Unique Entity Identifier

*On April 4, 2022, the U.S. Department of Education joined other Federal agencies and transition to utilizing new Unique Entity Identifiers (UEIs) for grant recipient and applicant organizations, rather than the previously utilized Data Universal Numbering System (DUNS) numbers. The UEI is administered through the System of Award Management External link opens in new window or tab..

Organizations that have already registered a DUNS number with System of Award Management External link opens in new window or tab. have now been assigned a UEI in that system.

For detailed information about this change, please refer to the Fact Sheet found on the UEI Transition Fact Sheet External link opens in new window or tab. (PDF).

Indicate if the charter school has a UEI. If yes, enter the twelve-character UEI without any spaces.

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Retirement System

Indicate all retirement offerings for any charter school employee. It is not necessary to separate classified and certificated staff, even though the retirement options may differ for those employee designations.

  • CalSTRS
  • CalPERS
  • Other
  • None

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Facility Type

Indicate if the charter school will be occupying district facilities, as outlined in EC Section 47614 External link opens in new window or tab..

If yes, report the per-square-foot charge to be paid to the school district. Refer to Charter School Use of School District Facilities for more information.

If the school district does not charge a per-square-foot fee, describe the facility cost agreement (i.e., 3 percent oversight, 2 percent of revenue, or no fees charged).

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The information reported via the Information Update must be completed and certified by an authorized representative of the charter school.

Indicate the following of the authorized representative of the charter school:

  • Name
  • Title
  • Email address
  • Telephone number

Once the Information Update is submitted, a summary of the submitted data may be printed.

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Questions: Charter Schools Division | | 916-322-6029 
Last Reviewed: Tuesday, July 12, 2022
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