2011 -12 FLORIDA EDUCATION FINANCE PROGRAM FEFP FAMIS

2011 -12 FLORIDA EDUCATION FINANCE PROGRAM (FEFP) FAMIS Summer Conference June 13, 2011 1

2011 -12 FEFP Calculation FTE Students 2, 654, 453. 94 + Sparsity Supplement $35, 754, 378 Supplemental Academic Instruction $615, 924, 773 Instructional Materials $209, 240, 737 + × Program Weights + = Weighted FTE Students 2, 863, 874. 61 0. 748 Mill Compression $137, 397, 555 + Reading Allocation $97, 673, 434 + Virtual Education Contribution $21, 643, 042 Class Size Reduction $2, 927, 464, 879 = + + = × Base Student Allocation (BSA) $3, 479. 22 0. 250 Compression $8, 238, 463 Merit Award Program $18, 872, 311 + + Gross State and Local FEFP $12, 598, 648, 939 Total State Funding $8, 708, 817, 667 + × District Cost Differential (DCD) Calculation Lab School Discretionary Contribution $11, 999, 791 DJJ Supplemental Allocation $8, 231, 987 – + + Teachers Lead $31, 895, 373 = + Student Transportation $415, 449, 129 Net State FEFP $5, 661, 756, 145 Discretionary Local Effort $992, 332, 415 = + Declining Enrollment Allocation $6, 036, 068 ESE Guaranteed Allocation $943, 167, 996 + Safe Schools + $64, 456, 019 Required Local Effort $6, 936, 892, 794 = Base Funding $9, 972, 667, 883 + + + School Recognition and Lottery $119, 596, 643 Total Funding $16, 638, 042, 876 2

2011 -12 FLORIDA EDUCATION FINANCE PROGRAM FINAL CONFERENCE REPORT Statewide Summary Comparison of Public School Funding to 2010 -11 Fourth Calculation 2010 -11 FEFP Fourth Calculation 2011 -12 FEFP Final Conference Report MAJOR FEFP FORMULA COMPONENTS Unweighted FTE Weighted FTE School Taxable Value Required Local Effort Millage Discretionary Millage Total Millage Base Student Allocation Difference Percentage Difference 2, 642, 091. 49 2, 848, 583. 50 2, 654, 453. 94 2, 863, 874. 61 12, 362. 45 15, 291. 11 0. 47% 0. 54% 1, 445, 620, 545, 163 1, 407, 824, 467, 012 (37, 796, 078, 151) -2. 61% 5. 380 0. 748 6. 128 0. 000 0. 00% 3, 623. 76 3, 479. 22 (144. 54) -3. 99% 3

2011 -12 FLORIDA EDUCATION FINANCE PROGRAM FINAL CONFERENCE REPORT Statewide Summary Comparison of Public School Funding to 2010 -11 Fourth Calculation FEFP DETAIL WFTE x BSA x DCD (Base FEFP Funding) Declining Enrollment Supplement Sparsity Supplement Lab School Discretionary Contribution 0. 748 Mills Discretionary Compression 0. 250 Mills Discretionary Compression DJJ Supplemental Allocation Safe Schools ESE Guaranteed Allocation Supplemental Academic Instructional Materials Student Transportation Teachers Lead Program Appropriation Reading Allocation MAP Allocation Virtual Education Contribution State Fiscal Stabilization Allocation Minimum Guarantee TOTAL FEFP 2010 -11 FEFP Fourth Calculation 2011 -12 FEFP Final Conference Report Difference Percentage Difference 10, 329, 335, 862 6, 417, 244 35, 754, 378 10, 998, 726 140, 953, 005 33, 865, 347 8, 456, 213 9, 972, 667, 883 6, 036, 068 35, 754, 378 11, 999, 791 137, 397, 555 8, 238, 463 8, 231, 987 (356, 667, 979) (381, 176) 0 1, 001, 065 (3, 555, 450) (25, 626, 884) (224, 226) -3. 45% -5. 94% 0. 00% 9. 10% -2. 52% -75. 67% -2. 65% 67, 133, 784 980, 571, 070 639, 315, 534 216, 918, 478 430, 693, 345 33, 220, 437 101, 731, 186 19, 656, 344 64, 456, 019 943, 167, 996 615, 924, 773 209, 240, 737 415, 449, 129 31, 895, 373 97, 673, 434 18, 872, 311 21, 643, 042 0 0 12, 598, 648, 939 (2, 677, 765) (37, 403, 074) (23, 390, 761) (7, 677, 741) (15, 244, 216) (1, 325, 064) (4, 057, 752) (784, 033) 21, 643, 042 (872, 664, 689) (2, 377, 135) (1, 331, 413, 838) -3. 99% -3. 81% -3. 66% -3. 54% -3. 99% 0. 00% -100. 00% -9. 56% 872, 664, 689 2, 377, 135 13, 930, 062, 777 4

2011 -12 FLORIDA EDUCATION FINANCE PROGRAM FINAL CONFERENCE REPORT Statewide Summary Comparison of Public School Funding to 2010 -11 Fourth Calculation 2010 -11 FEFP Fourth Calculation 2011 -12 FEFP Final Conference Report Difference Percentage Difference NET STATE FEFP 5, 859, 453, 984 5, 661, 756, 145 (197, 697, 839) -3. 37% STATE CATEGORICAL PROGRAMS Class Size Reduction Allocation Discretionary Lottery/School Recognition TOTAL STATE CATEGORICAL FUNDING 2, 913, 825, 383 129, 914, 030 3, 043, 739, 413 2, 927, 464, 879 119, 596, 643 3, 047, 061, 522 13, 639, 496 (10, 317, 387) 3, 322, 109 0. 47% -7. 94% 0. 11% TOTAL STATE FUND 8, 903, 193, 397 8, 708, 817, 667 (194, 375, 730) -2. 18% LOCAL FUNDING Total Required Local Effort Total Discretionary Taxes from 0. 748 Mills TOTAL LOCAL FUNDING 7, 197, 944, 104 1, 018, 844, 954 8, 216, 789, 058 6, 936, 892, 794 992, 332, 415 7, 929, 225, 209 (261, 051, 310) (26, 512, 539) (287, 563, 849) -3. 63% -2. 60% -3. 50% 17, 992, 647, 144 16, 638, 042, 876 (1, 354, 604, 268) -7. 53% 6, 810. 00 6, 267. 97 (542. 03) -7. 96% TOTAL FUNDING Total Funds per UFTE 5

Legislative K-12 Funding Summary Comparison 6

FEFP Calculations & FTE Surveys Calculation When Data Source Survey 1 – Projection Survey 4 – Projection Survey 2 – Projection Survey 5 – Prior Year Est. Survey 3 – Projection Conference Report Legislative Session 2 nd Calculation Survey 1 – Projection Survey 4 – Projection July – Upon receipt of Tax Survey 2 – Projection Survey 5 – Prior Year Est. Survey 3 – Projection Roll 3 rd Calculation Upon receipt of Survey 2 Survey 1 – Actual Survey 4 – Estimate Survey 2 – Actual Survey 5 – Prior Year Act. Survey 3 – Estimate 4 th Calculation Upon receipt of Survey 3 Survey 1 – Actual Survey 4 – Estimate Survey 2 – Actual Survey 5 – Prior Year Act. Survey 3 – Actual Final Calculation After Final Update of Survey 4 Survey 1 – Actual Survey 4 – Actual Survey 2 – Actual Survey 5 – Prior Year Act. Survey 3 – Actual 7

UFTE Students Authority: s. 1011. 62(1)(a), F. S. The 2011 -12 unweighted student enrollment projection is 2, 654, 453. 94 8

Unweighted FTE Programs 101 - Basic, Grades K-3 102 - Basic, Grades 4 -8 103 - Basic, Grades 9 -12 111 - Basic, Grades K-3 with ESE Services 112 - Basic, Grades 4 -8 with ESE Services 113 - Basic, Grades 9 -12 with ESE Services 130 - ESOL 254 - ESE, Level IV Group 2 255 - ESE, Level V 300 - Career Education, Grades 9 -12 Group 1 9

2011 -12 Program Cost Factors X Program Weights Appropriations Act Basic, Grades K-3 (101) Basic, Grades 4 -8 (102) Basic, Grades 9 -12 (103) ESE, Level IV (254) ESE, Level V (255) ESOL (130) Career, Grades 9 -12 (300) 1. 102 1. 000 1. 019 3. 550 5. 022 1. 161 0. 999 Students who receive ESE services but are not in ESE Level IV or V programs are reported as Basic Program Students in the appropriate grade level. Basic K-3 with ESE services (111) Basic 4 -8 with ESE services (112) Basic 9 -12 with ESE services (113) 1. 102 1. 000 1. 019 10

WFTE = Weighted FTE Students Authority: s. 1011. 62(1)(d), F. S. The 2011 -12 weighted student enrollment projection is 2, 863, 874. 61. Includes Additional or Add-on FTE: • Isolated Schools Supplement • Small District ESE Supplement • Advanced Placement (AP) • International Baccalaureate (IB) • Advanced International Certificate of Education (AICE) • Industry certified career and professional academy programs 11

Base Student Allocation X Base Student Allocation Authority: s. 1011. 62(1)(b), F. S. The Base Student Allocation (BSA) is the dollar amount set annually by the Legislature to provide FEFP base funding. The BSA for the fiscal year 2011 -12 is $3, 479. 22. 12

District Cost Differential X District Cost Differential Authority: s. 1011. 62(2), F. S. The District Cost Differential (DCD) is an adjustment that recognizes differences in the cost of living among the school districts. 13

Base Funding Weighted FTE x BSA x DCD = Base Funding = Authority: s. 1011. 62, F. S. The Base Funding for the fiscal year 201 -12 is $9, 972, 667, 883. 14

Declining Enrollment + Declining Enrollment Supplement In those districts where there is a decline between prior year and current year student enrollment, 25% of the decline is funded. Authority: The Declining Enrollment Supplement for the fiscal s. 1011. 62(8), F. S. year 2011 -12 is $6, 036, 068. 15

Sparsity + Sparsity Supplement Authority: s. 1011. 62(7), F. S. Provides $35, 754, 378 for a Sparsity Supplement to compensate small districts for diseconomies of scale. Eligibility is limited by proviso in the General Appropriations Act to districts with 20, 000 or fewer UFTE students. Eligible districts’ sparsity supplement funds are adjusted for district wealth and potential funds per FTE.

Lab School Discretionary Equalization Provides $11, 999, 791 for Lab School Discretionary Contribution Lab Schools and the Florida Virtual School (FVS) are separate school districts for purposes of FEFP Authority: funding. s. 1002. 32(9)(a), F. S. The funds for the lab schools and the FVS are authorized in lieu of discretionary local tax revenue. s. 1002. 37(3)(f), F. S. The FVS funding is based on the state average per student revenue generated by the maximum allowable discretionary millage levy multiplied by 96% of the current year’s taxable value for school purposes. This amount is then multiplied by the FTE of the Virtual School.

0. 250 Mills Provides $8, 238, 463 to fund any difference between + 0. 250 Mill Discretionary (1) the amount generated by a 0. 250 Critical Operating mill levy and Compression (2) an amount equal to the state average multiplied by district’s unweighted student Authority: enrollment. 1011. 62(5), F. S. The 0. 250 critical operating millage changed from a non -voted millage to a voted millage for 2011 -12 and 2012 -13. The number of participating districts participating dropped from 53 to 16. The 0. 250 discretionary local effort component was removed from the FEFP, however the compression adjustment remains.

0. 748 Mills + 0. 748 Mill Discretionary Compression Authority: 1011. 62(5), F. S. Provides $137, 397, 555 to fund any difference between: (1) the amount generated by a 0. 748* mill levy and (2) an amount equal to the state average multiplied by the district’s unweighted student enrollment. *If any school district chooses to levy an amount not less than 0. 498 mills and less than 0. 748 mills, a supplement shall be calculated on the 0. 498 mills.

Safe Schools Provides $64, 456, 019 for Safe School activities. Safe Schools + Authority: Appropriations Act 1011. 62(6) Minimum allocation is $62, 660 Two-thirds is allocated based on each district’s crime index published by the Florida Department of Law Enforcement. One-third is allocated based on the district’s unweighted student enrollment.

Supplemental Academic Instruction + Supplemental Academic Instruction Authority: s. 1011. 62(1)(f), F. S. Provides $615, 924, 773 for Supplemental Academic Instruction (SAI). First priority for use of these funds is the provision of supplemental intensive instruction, consistent with the Sunshine State Standards, including summer school and intensive English immersion instruction, for students in grades 3 and 10 who scored Level I on the FCAT. The SAI allocation is not recalculated during the school year. 21

Reading Allocation + Reading Allocation Authority: s. 1011. 62(9), F. S. Provides $ 97, 673, 434 for a K-12 comprehensive, district-wide system of research-based reading instruction. Each district receives a minimum of $83, 546. 22

ESE Guarantee + ESE Guaranteed Allocation Provides $943, 167, 996 for educational programs and services for exceptional students who would have low to moderate disabilities and for Gifted students. Authority: s. 1011. 62(1)(e), These exceptional students also receive F. S. weighted FTE funding in the FEFP, using the appropriate Basic Program weight for their grade level. The ESE Guaranteed Allocation is not recalculated during the school year.

Merit Award Program MERIT AWARD PROGRAM + Authority: 1012. 225, F. S. Provides $18, 872, 311 to assist school districts with implementation of performance pay policies for instructional personnel and school based administrators in accordance with the requirements of law. Funds are allocated on Base Funding. SB 7087, Section 11, repeals the Merit Award Program beginning with awards earned in 2011 -12 which would have been paid in 2012 -13. 24

DJJ Supplemental + DJJ Supplemental Allocation Authority: 1011. 62(10) Provides $8, 231, 987 for the Department of Juvenile Justice (DJJ) Supplemental Allocation. These funds are used to supplement other sources of funding for students in juvenile justice education programs. The allocation is based on the WFTE in the juvenile justice education programs multiplied by both the state average class size reduction factor ($903. 57) and the district cost differential. 25

Student Transportation Provides $415, 449, 129 for Student Transportation. + Student Transportation The Student Transportation funding formula Authority: s. 1011. 68, F. S. provides funds for school district transportation based on each district's pro rata share of state transported students. • Additional funding is provided for the transportation of certain disabled students. • Adjustments are made for cost of living differences, percent of population outside of urban centers, and an efficiency factor that is based upon the average number of eligible students transported per bus in daily service to encourage greater bus utilization. 26

Instructional Materials + Authority: s. 1011. 67, F. S. , and s. 1006. 40(1), F. S. Provides $209, 240, 737 for Instructional Materials. $205, 699, 865 is available for instructional materials growth and maintenance. Growth will be funded at $287. 48 per FTE and maintenance will be prorated from the remaining funds. From the total growth and maintenance allocation $11, 534, 110 is provided for Library Media and $3, 152, 657 is provided for purchase of Science Lab Materials and Supplies. $3, 540, 872 is provided for instructional materials used by dual enrollment students. 27

Teachers Lead + Florida Teachers Lead Authority: s. 1012. 71, F. S. Provides $31, 895, 373 for the Florida Teachers Lead Program Appropriation. Funds appropriated for the Florida Teachers Lead Program Stipend are provided to purchase classroom materials and supplies used in the instruction of students in kindergarten through grade 12 of the public school system. 28

Virtual Education Contribution + Virtual Education Contribution Authority: s. 1011. 62(11), F. S. Provides $21, 643, 042 for the Virtual Education Contribution Appropriation. Funds appropriated for all Virtual Education programs to achieve an amount of $4, 800 per student as established in the General Appropriations Act. 29

Gross State and Local FEFP = Gross State and Local FEFP Authority: s. 1011. 62(11)(a), F. S. The sum of all the FEFP components in the preceding slides is the Gross State and Local FEFP. Funding Summary: 2011 -12 $12, 598, 648, 939

2011 -12 FEFP Calculation FTE Students 2, 654, 453. 94 Base Funding $9, 972, 667, 883 Lab School Discretionary Contribution $11, 999, 791 Merit Award Program $18, 872, 311 × Program Weights + Declining Enrollment Allocation $6, 036, 068 + + Safe Schools $64, 456, 019 DJJ Supplemental Allocation $8, 231, 987 Instructional Materials $209, 240, 737 + = Weighted FTE Students 2, 863, 874. 61 + + 0. 748 Mill Compression $137, 397, 555 Sparsity Supplement $35, 754, 378 + × Base Student Allocation (BSA) $3, 479. 22 ESE Guaranteed Allocation $943, 167, 996 + Teachers Lead $31, 895, 373 Virtual Education Contribution $21, 643, 042 = × District Cost Differential (DCD) Calculation = + 0. 250 Compression $8, 238, 463 + Supplemental Academic Instruction $615, 924, 773 + + Student Transportation $415, 449, 129 Gross State and Local FEFP $12, 598, 648, 939 + Reading Allocation $97, 673, 434 + + 31

Required Local Effort - Required Local Effort (RLE) is the amount that each district is required by law to provide annually toward the cost of the Florida Education Finance Program. Authority: The Legislature prescribes the aggregate RLE for s. 1011. 62(4), all school districts collectively as an item in the F. S. General Appropriations Act. The total adjusted amount for RLE is $6, 936, 892, 794. This represents a state average millage rate of 5. 380. The millage rate is reduced for any district with ad valorem tax proceeds exceeding 90 percent of the district’s FEFP formula entitlement.

Net State FEFP = Net State FEFP The Net State FEFP is the Gross State and Local FEFP less the Required Local Effort. Authority: Funding Summary: s. 1011. 62(11)(b) 2011 -12 $5, 661, 756, 145 F. S.

School Recognition/Lottery + Discretionary Lottery / School Recognition Authority: Appropriations Act and s. 1001. 453(2), s. 1001. 452(2), s. 1008. 36, F. S. The total appropriation is $119, 596, 643. Funds are provided for two programs: 1. First, funds are provided for the School Recognition Program to reward schools which improve one letter grade or achieve an “A”. Allocations are based on $70 per student in eligible schools. 2. The balance is provided for Discretionary Lottery to be used for enhancement by each school district. Funds are allocated on the district’s share of base FEFP funding. School Advisory Councils receive up to $5 per FTE student.

Class Size Reduction Categorical $2, 927, 464, 879 is allocated to implement Class Size Reduction provisions of Section 1, Article IX of the State Constitution. CSR Factor per student Grades PK-3 $1, 322. 25 Grades 4 -8 $ 901. 91 Grades 9 -12 $ 904. 09 35

K-12 Class Size Reduction Total Operating and Capital Costs to Implement through 2011 -12

Senate Bill 2120 2011 -12 Class Size Reduction Revisions n n Revised definition of “Core-curricula” courses Directs the Department to identify core-curricula courses Students in grades 4 -8 taking a high school corecurricula course are subject to high school class size requirements. Class Size Maximums may temporarily be exceeded for a student who enrolls after the October student membership survey, if it is impractical, educationally unsound, or disruptive to not assign student to the class. • PK - 3: 18 + 3 = 21 Students • 4 - 8: 22 + 5 = 27 Students • 9 - 12: 25 + 5 = 30 Students

Funding Adjustments to Class Size Operating Categorical n Calculate Initial Reduction. ¨ ¨ n Commissioner may recommend by February 15, subject to approval by the Legislative Budget Commission, an alternate reduction amount. ¨ ¨ n Student’s Class Size Reduction categorical funding amount Base Student Allocation ($3, 479. 22) multiplied by the district cost differential Extreme Emergency Unable to meet requirements despite appropriate efforts Reallocation to districts in compliance. Up to 5% of the Base Student Allocation multiplied by the district’s total number of students ¨ Not to exceed 25% of total funds reduced ¨ n Restoration to districts not in compliance that submit a compliance plan by February 15. ¨ Balance of funds remaining

Class Size Accountability Requirements n The amount of the initial Class size reduction shall be the lesser of the previous slide’s calculated amount or the undistributed balance of the district's class size categorical allocation. n The Commissioner is authorized to withhold the distribution of the class size categorical allocation to ensure the availability of sufficient undistributed funds to support the implementation of the calculated reduction.

2011 -12 Calendar FTE Reporting Deadlines: Survey 1 Survey Week: July 11 -15, 2011 Due Date: July 29, 2011 State Processing End: September 16, 2011 Final Update/Amendment: September 30, 2011 Survey 2 Survey Week: October 10 -14, 2011 Due Date: October 28, 2011 State Processing End: November 11, 2011 Final Update/Amendment: March 31, 2012 Survey 3 Survey Week: February 13 -17, 2012 Due Date: March 2, 2012 State Processing End: March 16, 2012 Final Update/Amendment: July 31, 2012 Survey 4 Survey Week: June 11 -15, 2012 Due Date: June 29, 2012 State Processing End: July 13, 2012 Final Update/Amendment: August 31, 2012 40

Contact Information Bureau of School Business Services (850) 245 -0405 § Mark Eggers, Chief mark. eggers@fldoe. org