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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 2020-21 Information Update has closed. No further changes to charter schools' information may be made. For charter schools that did not complete this year's Information Update, data reported in the 2019-20 Information Update has been carried over to 2020-21. Charter schools will be provided the opportunity to update their information with the CDE during the 2021-22 Information Update, which will become available in spring 2021.

Note: The Information Update is only available to active charter schools. New charter schools that have not yet started serving students do not need to complete nor have access to the Information Update. Charter schools not serving students in 2020-21 do not need to complete the Information Update and should notify the Charter Schools Division at of their closure.


The Information Update includes the following sections:

  1. Instructional Type
  2. Funding Type
  3. Reporting Type*
  4. Special Education*
  5. Organizational Type
  6. Retirement System
  7. Facility Type
  8. Certification

*Indicates the section was added to the Information Update this year. Data fields within these sections will not be pre-populated with charter schools’ information.

Instructional Type

Select one of the following options:

  • Classroom-based
  • Nonclassroom-based
  • Combination


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.


If the charter school does not meet the requirements of classroom-based instruction, “nonclassroom-based instruction” should be selected. Detailed information regarding funding for charter schools offering nonclassroom-based instruction is available at Nonclassroom-Based Determination of Funding.


If the charter school will offer approximately 80 percent classroom-based instruction and approximately 20 percent nonclassroom-based instruction, “combination” should be selected.

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Funding Type

Select one of the following options:

  • Locally Funded
  • Direct Funded

A charter school's funding type impacts the method in which its funds are allocated as well as how it applies for funding (e.g., other state funds, federal funds, grants, and consolidated applications). In addition to how a charter school applies for and receives its funding, funding type selection also affects the manner in which a charter school participates in the California Assessment of Student Performance and Progress (CAASPP) system.

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 LEA.

Locally Funded

Local Control Funding Formula (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.

Direct Funded

LCFF apportionment funds for a direct 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.

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Reporting Type

The Reporting Type data field was added to the Information Update this year.

Note: 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 the California Longitudinal Pupil Achievement Data System (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 on the CALPADS Calendar.

Select one of the following options:

  • Independent
  • Through Authorizer

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


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

The Special Education section was added to the Information Update this year.

Input the following information as it pertains to 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

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

Select one of the following options:

  • CMO
  • EMO
  • Other
  • None

If the charter school is a part of a CMO, EMO, or other management organization, input the organization's exact name, address, and Employer Identification Number (EIN) as it is 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
  • Mailing address
  • EIN

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Retirement System

Note: It is not necessary to distinguish between classified and certificated staff, even though retirement options may differ for those employee designations.

Select all options that apply:

  • CalSTRS
  • CalPERS
  • Other
  • None

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Facility Type

If the charter school will occupy district facilities, as outlined in EC Section 47614 External link opens in new window or tab., report the per-square-foot charge to be paid to the school district. Detailed information regarding the use of public school facilities by charter schools is available at Charter School Use of School District Facilities.

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.

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: Monday, July 06, 2020
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