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2018-19 Annual Information Survey Instructions

Directions for completing the 2018-19 Charter Schools Annual Information Survey.

The information in this survey will update the California Department of Education's (CDE's) charter schools information. Please make any necessary additions, corrections, or modifications to the online survey to update charter school data for the 2018-19 fiscal year (FY).

Section 1 - Charter School Location(s) and School Contact Information

School Information

School Information should match the information that is provided on the CDE California School Directory Web page. Please review and edit the school information to match the information on the CDE School Directory, if necessary.

To notify the CDE of changes to the school name, address, phone, fax, Web address, or primary school contact (principal), please work with your authorizing agency's County-District-School (CDS) Coordinator to submit changes through the Online Public Update for Schools (OPUS) - CDE Web application.

The physical address refers to the physical location of the school or main site for nonclassroom-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.

Primary School Contact

The contact and e-mail address provided in this section are used to compile the Listserv used by the CDE to notify charter school contacts of important information. Please name the most suitable contact for the charter school, which is 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 sites in addition to the physical location identified above, including resource centers, meeting spaces, and/or other satellite facilities, please list the site names and addresses of all locations.

Section 2 - Education Agency that Approved the Charter

Enter the Web address for the LEA, in addition to the contact information, in the provided boxes.

Section 3 - Site, Curriculum, and Governance Information

Operation

This is the first date of instruction (i.e., the first date the charter school enrolled and began serving pupils). This does not refer to the date the charter school will begin instruction in the 2018-19 school year, unless the charter school is newly operational in 2018-19.

Note that pursuant to California Education Code (EC) Section 47652External link opens in new window or tab., a charter school must commence instruction between July 1 and September 30 to be eligible for any state apportionment in the current FY.

Renewal and Expiration Dates

These dates are viewable, but edits cannot be made. If the charter has been recently renewed, please e-mail an electronic copy of the renewed charter petition and a copy of the authorizing LEA’s approved minutes showing the charter renewal to charterrenewals@cde.ca.gov. Remaining questions may be directed to charterdata@cde.ca.gov.

Type of School

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

Classroom-based Instruction and Nonclassroom-based Instruction

Please select or verify that the type of instruction offered by the charter school is correctly identified as classroom-based or nonclassroom-based. Please refer to EC Section 47612.5External link opens in new window or tab. and EC Section 47634.2External link opens in new window or tab. for clarification.

Nonclassroom-Based Funding Determination

A charter school that does not report at least 80 percent of its total average daily attendance (ADA) as classroom-based ADA must file a request for a nonclassroom-based funding determination. See below for filing deadlines. A State Board of Education (SBE)-approved funding determination is a condition for funding.

Nonclassroom-Based Funding Determination Filing Deadlines
Newly Operational Charters - On or before December 1

Newly operational charter schools must submit a funding determination request to the CDE in its first FY on or before December 1. Requests filed after December 1 will be not be accepted by the CDE and the charter school’s authorizer will need to request a waiver of the deadline from the SBE.

FUNDING ALERT for late filers: If a funding determination is not approved by the SBE’s May board meeting in the FY of the charter school’s first year of operation, the charter school’s state funding for nonclassroom-based attendance may cease at the Second Principal (P-2) apportionment, in June, of the charter school’s first FY and may not resume until the subsequent FY First Principal (P-1) apportionment, if an approved SBE funding determination has been obtained at that time. Furthermore, a charter school that has been overpaid state funds may be required to return the funds to the CDE.

Continuing Charter Schools - On or before February 1

A continuing or existing charter school with an SBE-approved funding determination that is due to expire at the end of 2018-19, or does not have an SBE-approved funding determination must submit a funding determination request to the CDE by February 1, 2019. Requests filed after the deadline will not be accepted by the CDE and the charter school’s authorizer will need to request a waiver of the deadline from the SBE.

FUNDING ALERT for late filers: If a new funding determination is not approved by SBE’s January board meeting of the FY after a charter school's existing funding determination expires, the charter school’s state funding for nonclassroom-based attendance may cease and may not resume until an approved SBE funding determination is obtained and applied at the next available processing period. Furthermore, a charter school that has been overpaid state funds may be required to return the funds to the CDE.

Additional Nonclassroom-Based Funding Determination Information

For more information please refer to the CDE Nonclassroom-Based Determination of Funding Web page.

Additional questions on the fiscal impacts of not having an SBE approved funding determination should be sent to PASE@cde.ca.gov.

School Programs

Please select or verify the appropriate school programs.

Workforce Partnership

If the charter school has an exclusive partnership with one or more entities pursuant to EC Section 47612.1External link opens in new window or tab., please check all that apply. For each entity selected, provide the effective date that instruction commenced for that exclusive partnership.

Multi-track Calendar

If the charter school operates on a multi-track calendar, please refer to EC Section 47612External link opens in new window or tab..

Incorporation

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 completed legal incorporation proceedings, please send proof of incorporation to the CDE. 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 and proof of incorporation may be sent directly to charters@cde.ca.gov.

Management Organization

Please select "Yes" or "No" if you are part of either a Charter Management Organization or an Education Management Organization. If answered "Yes," enter the name, physical and mailing address, and Employer Identification Number of the organization in the provided boxes.

Section 4 - Facilities, Retirement, and Services Information

Facilities

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.

California Code of Regulations, Title 5 Section 11969.7External link opens in new window or tab. requires charter schools that receive or occupy Proposition 39 facilities shall report the per-square-foot charge it is paying to the school district. The CDE shall post the per-square-foot amounts reported by charter schools on its publicly accessible Web site. The CDE shall offer the opportunity to each school district to provide explanatory information regarding its per-square-foot charge and shall post any information received.

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

Retirement

Please select which retirement system the school participates in for teachers and classified staff.

Services

Please check the appropriate box. If the charter school is not providing educational instruction (i.e., claiming attendance) for FY 2018-19, please answer "No" and provide an explanation.

Section 5 - Funding

Data Universal Numbering System Number

In accordance with the Federal Funding Accountability and Transparency Act, sub-grantees are required to report information, including a Dun and Bradstreet Data Universal Numbering System (DUNS) number, to the CDE to receive funding. Pursuant to 2 Code of Federal Regulations Part 25.205, failure to register and submit this information may result in delayed grant distributions or cancellation of a grant award. For additional information on this requirement and how to register for a DUNS number, please refer to the DUNS Number Guide Government Vendors Web page External link opens in new window or tab. (PDF).

Employer Identification Number

An Employer Identification Number, also known as a Federal Tax Identification Number, is used to identify a business entity. For more information, please refer to the Internal Revenue Service Employer ID Numbers Web Page External link opens in new window or tab. .

Caution: All charter schools must be either directly or locally funded. The decision on whether to be funded directly or locally generally impacts the method of allocating funds and the receipt of those funds. For example, Local Control Funding Formula (LCFF) apportionment funds, while calculated separately for a locally funded charter school, flow through its local chartering authority whereas funds for a directly funded charter school flow directly to the county treasurer and then to the charter school. The selection also affects how a charter school applies for funding, including but not limited to, other state funds, federal funds, grants, consolidated application, as well as data reporting. This decision may be reconsidered on an annual basis.

In addition to how a charter school receives its funding, the direct fund type selection also affects the manner in which a charter school participates in the California Assessment of Student Performance and Progress (CAASPP) system. A charter school selecting the direct funding type is fully responsible for all CAASPP administration and is reported as its own LEA. A charter school selecting the local funding type will administer all CAASPP assessments with the authorizing LEA and scores will be reported with the authorizing LEA.

Given the implications on funding and assessments, CDE encourages charter schools wanting to change their fund type to first discuss the change with their authorizer prior to making the selection. Note that due to the impact the fund type selection has on many programs, the fund type selected may not be changed during the FY.

The CDE encourages charter schools that may want to select the direct fund type to review the direct funding option information on the CDE Apportionment & Categorical Funding Guidance Web page and the CDE California Assessment of Student Performance and Progress (CAASPP) System Web page to discuss this decision with their authorizing LEA.

Continuing Schools Funding Selection on File at the California Department of Education for Fiscal Year 2018-19

The pre-populated answer to the survey statement "2017-18 Funding Type" indicates the current fund type selection on file at the CDE for charter schools that operated in FY 2017-18. A continuing charter school is one that operated and received funding in FY 2017-18. A continuing school with "Local" or "Direct" as the fund type that wants to change its funding selection for FY 2018-19, must do so in the next question on the survey.

New Charter Schools Choice of Local or Direct Fund Type

Each newly operational charter school, including conversion charter schools, have already selected on the Notice for Charter School Number a fund type. Prior to selecting a fund type be sure to check the selection made on the form and if the school is selecting something different, the CDE encourages the school to discuss the change with its authorizer before completing the survey.

Section 6 - County Authorized Charters

This section pertains to charter schools approved as:

  • Option #1 - A county program charter pursuant to EC Section 47605.5External link opens in new window or tab. (i.e., provides direct education and related services to pupils for whom the county office of education is otherwise responsible).
  • Option #2 - A countywide charter pursuant to EC Section 47605.6External link opens in new window or tab. (i.e., provides instructional services that are not generally provided by a county office of education; operates one or more sites within the geographic boundaries of the county; 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).
  • Option #3 - A charter school approved on appeal by a county of education.

Please check the applicable box(es). Check option #2 only if the school's charter has been approved as a countywide charter school pursuant to EC Section 47605.6External link opens in new window or tab. (see second bullet above).

The district of residence may be responsible for the transfer of the in-lieu of property tax portion of the charter school's LCFF entitlement pursuant to EC Section 47632External link opens in new window or tab. and EC Section 47635External link opens in new window or tab.. 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 ADA that will be reported to the CDE and to discuss the methodology for the transfer of the in-lieu of taxes.

Section 7 - Submission

Certification

The 2018-19 CDE Charter Schools Annual Information Survey should be completed and the information certified by an authorized representative of the charter school.

A copy of the survey should be maintained on file by the charter school.

Questions: Charter Data | charterdata@cde.ca.gov | 916-322-6029 
Last Reviewed: Friday, May 18, 2018
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