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

2. 2 FTE Students 2,654,453.94 0.250 Compression $8,238,463 × Merit Award Program $18,872,311 Reading Allocation $97,673,434 ESE Guaranteed Allocation $943,167,996 Required Local Effort $6,936,892,794 Net State FEFP $5,661,756,145 Supplemental Academic Instruction $615,924,773 Safe Schools $64,456,019 0.748 Mill Compression $137,397,555 2011-12 FEFP Calculation Weighted FTE Students 2,863,874.61 Program Weights Base Student Allocation (BSA) $3,479.22 District Cost Differential (DCD) Calculation Base Funding $9,972,667,883 Declining Enrollment Allocation $6,036,068 Sparsity Supplement $35,754,378 =××= + +++ + + = = ++ School Recognition and Lottery $119,596,643 = + + Class Size Reduction $2,927,464,879 – DJJ Supplemental Allocation $8,231,987 + + + Virtual Education Contribution $21,643,042 Instructional Materials $209,240,737 Teachers Lead $31,895,373 Student Transportation $415,449,129 + + + Total State Funding $8,708,817,667 Lab School Discretionary Contribution $11,999,791 + Gross State and Local FEFP $12,598,648,939 + + Required Local Effort $6,936,892,794 Discretionary Local Effort $992,332,415 = Total Funding $16,638,042,876

3. 3 2010-112011-12 FEFP FourthFinal ConferencePercentage CalculationReportDifference MAJOR FEFP FORMULA COMPONENTS Unweighted FTE2,642,091.492,654,453.9412,362.450.47% Weighted FTE2,848,583.502,863,874.6115,291.110.54% School Taxable Value1,445,620,545,1631,407,824,467,012(37,796,078,151)-2.61% Required Local Effort Millage5.380 0.0000.00% Discretionary Millage0.748 0.0000.00% Total Millage6.128 0.0000.00% Base Student Allocation3,623.763,479.22(144.54)-3.99% 2011-12 FLORIDA EDUCATION FINANCE PROGRAM FINAL CONFERENCE REPORT Statewide Summary Comparison of Public School Funding to 2010-11 Fourth Calculation

4. 44 FEFP DETAIL WFTE x BSA x DCD (Base FEFP Funding)10,329,335,8629,972,667,883(356,667,979)-3.45% Declining Enrollment Supplement6,417,2446,036,068(381,176)-5.94% Sparsity Supplement35,754,378 00.00% Lab School Discretionary Contribution10,998,72611,999,7911,001,0659.10% 0.748 Mills Discretionary Compression140,953,005137,397,555(3,555,450)-2.52% 0.250 Mills Discretionary Compression33,865,3478,238,463(25,626,884)-75.67% DJJ Supplemental Allocation8,456,2138,231,987(224,226)-2.65% Safe Schools67,133,78464,456,019(2,677,765)-3.99% ESE Guaranteed Allocation980,571,070943,167,996(37,403,074)-3.81% Supplemental Academic Instruction639,315,534615,924,773(23,390,761)-3.66% Instructional Materials216,918,478209,240,737(7,677,741)-3.54% Student Transportation430,693,345415,449,129(15,244,216)-3.54% Teachers Lead Program Appropriation33,220,43731,895,373(1,325,064)-3.99% Reading Allocation101,731,18697,673,434(4,057,752)-3.99% MAP Allocation19,656,34418,872,311(784,033)-3.99% Virtual Education Contribution21,643,042 0.00% State Fiscal Stabilization Allocation872,664,6890(872,664,689)-100.00% Minimum Guarantee2,377,1350(2,377,135)-100.00% TOTAL FEFP13,930,062,77712,598,648,939(1,331,413,838)-9.56% 2010-112011-12 FEFP FourthFinal ConferencePercentage CalculationReportDifference

5. 55 2011-12 FLORIDA EDUCATION FINANCE PROGRAM FINAL CONFERENCE REPORT Statewide Summary Comparison of Public School Funding to 2010-11 Fourth Calculation 2010-112011-12 FEFP FourthFinal ConferencePercentage CalculationReportDifference NET STATE FEFP5,859,453,9845,661,756,145(197,697,839)-3.37% STATE CATEGORICAL PROGRAMS Class Size Reduction Allocation2,913,825,3832,927,464,87913,639,4960.47% Discretionary Lottery/School Recognition129,914,030119,596,643(10,317,387)-7.94% TOTAL STATE CATEGORICAL FUNDING3,043,739,4133,047,061,5223,322,1090.11% TOTAL STATE FUND8,903,193,3978,708,817,667(194,375,730)-2.18% LOCAL FUNDING Total Required Local Effort7,197,944,1046,936,892,794(261,051,310)-3.63% Total Discretionary Taxes from 0.748 Mills1,018,844,954992,332,415(26,512,539)-2.60% TOTAL LOCAL FUNDING8,216,789,0587,929,225,209(287,563,849)-3.50% TOTAL FUNDING17,992,647,14416,638,042,876(1,354,604,268)-7.53% Total Funds per UFTE6,810.006,267.97(542.03)-7.96%

6. 6 Legislative K-12 Funding Summary Comparison

7. FEFP Calculations & FTE Surveys CalculationWhenData Source Conference Report Legislative Session Survey 1 – Projection Survey 4 – Projection Survey 2 – Projection Survey 5 – Prior Year Est. Survey 3 – Projection 2 nd Calculation July – Upon receipt of Tax Roll Survey 1 – Projection Survey 4 – Projection Survey 2 – Projection Survey 5 – Prior Year Est. Survey 3 – Projection 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

8. 8 Authority: s.1011.62(1)(a), F.S. FTE Students The 2011-12 unweighted student enrollment projection is 2,654,453.94 UFTE

9. 9 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 255 - ESE, Level V 300 - Career Education, Grades 9-12 9 Group 1 Group 2

10. 10 Appropriations Act Program Weights X 2011-12 Program Cost Factors Basic, Grades K-3 (101)1.102 Basic, Grades 4-8 (102)1.000 Basic, Grades 9-12 (103)1.019 ESE, Level IV (254)3.550 ESE, Level V (255)5.022 ESOL (130)1.161 Career, Grades 9-12 (300) 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) 1.102 Basic 4-8 with ESE services (112) 1.000 Basic 9-12 with ESE services (113) 1.019

11. 11 Authority: s.1011.62(1)(d), F.S. Weighted FTE Students The 2011-12 weighted student enrollment projection is 2,863,874.61. = WFTE 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 Group 2 over cap

12. 12 Authority: s.1011.62(1)(b), F.S. Base Student Allocation 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. X Base Student Allocation

13. 13 Authority: s.1011.62(2), F.S. District Cost Differential The District Cost Differential (DCD) is an adjustment that recognizes differences in the cost of living among the school districts. X District Cost Differential

14. 14 Authority: s.1011.62, F.S. Base Funding = Weighted FTE x BSA x DCD = Base Funding The Base Funding for the fiscal year 2011-12 is $9,972,667,883. 14 Base Funding

15. 15 Authority: s.1011.62(8), F.S. 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. The Declining Enrollment Supplement for the fiscal year 2011-12 is $6,036,068. + Declining Enrollment

16. Authority: s.1011.62(7), F.S. Sparsity Supplement 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. + 16 Sparsity

17. 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 funding. The funds for the lab schools and the FVS are authorized in lieu of discretionary local tax revenue. 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. Lab School Discretionary Equalization Authority: s.1002.32(9)(a), F.S. s.1002.37(3)(f), F.S. 17 Lab School Discretionary

18. Authority: 1011.62(5), F.S. 0.250 Mill Discretionary Compression Provides $8,238,463 to fund any difference between (1)the amount generated by a 0.250 Critical Operating mill levy and (2)an amount equal to the state average multiplied by district’s unweighted student enrollment. 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. + 18 0.250 Mills

19. Authority: 1011.62(5), F.S. 0.748 Mill Discretionary Compression 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. + 19 0.748 Mills

20. Authority: Appropriations Act 1011.62(6) Safe Schools Provides $64,456,019 for Safe School activities. 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. + 20 Safe Schools

21. 21 Authority: s.1011.62(1)(f), F.S. Supplemental Academic Instruction 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. + Supplemental Academic Instruction

22. 22 Authority: s.1011.62(9), F.S. Reading Allocation 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. + Reading Allocation

23. Provides $943,167,996 for educational programs and services for exceptional students who would have low to moderate disabilities and for Gifted students. These exceptional students also receive 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. + Authority: s.1011.62(1)(e), F.S. ESE Guaranteed Allocation 23 ESE Guarantee

24. 24 Authority: 1012.225, F.S. MERIT AWARD PROGRAM 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. + Merit Award Program

25. 25 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. DJJ Supplemental Allocation Authority: 1011.62(10) + DJJ Supplemental

26. 26 Authority: s.1011.68, F.S. Student Transportation Provides $415,449,129 for Student Transportation. The Student Transportation funding formula 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 Student Transportation

27. 27 Authority: s.1011.67, F.S., and s. 1006.40(1), F.S. Instructional Materials 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 Instructional Materials

28. 28 Authority: s.1012.71, F.S. Florida Teachers Lead 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 Teachers Lead

29. 29 Authority: s. 1011.62(11), F.S. Virtual Education Contribution 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 Virtual Education Contribution

30. 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 = Authority: s.1011.62(11)(a), F.S. Gross State and Local FEFP 30 Gross State and Local FEFP

31. 31 FTE Students 2,654,453.94 0.250 Compression $8,238,463 × Merit Award Program $18,872,311 Reading Allocation $97,673,434 ESE Guaranteed Allocation $943,167,996 Supplemental Academic Instruction $615,924,773 Safe Schools $64,456,019 0.748 Mill Compression $137,397,555 2011-12 FEFP Calculation Weighted FTE Students 2,863,874.61 Program Weights Base Student Allocation (BSA) $3,479.22 District Cost Differential (DCD) Calculation Base Funding $9,972,667,883 Declining Enrollment Allocation $6,036,068 Sparsity Supplement $35,754,378 =××= ++++ ++ = ++ + DJJ Supplemental Allocation $8,231,987 + + Virtual Education Contribution $21,643,042 Instructional Materials $209,240,737 Teachers Lead $31,895,373 Student Transportation $415,449,129 ++ + Lab School Discretionary Contribution $11,999,791 + Gross State and Local FEFP $12,598,648,939

32. Authority: s.1011.62(4), F.S. 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. The Legislature prescribes the aggregate RLE for all school districts collectively as an item in the 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. - 32 Required Local Effort

33. The Net State FEFP is the Gross State and Local FEFP less the Required Local Effort. Funding Summary: 2011-12 $5,661,756,145 = Authority: s.1011.62(11)(b) F.S. Net State FEFP 33 Net State FEFP

34. Authority: Appropriations Act and s.1001.453(2), s.1001.452(2), s.1008.36, F.S. Discretionary Lottery / School Recognition 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. + 34 School Recognition/Lottery

35. Class Size Reduction Categorical $2,927,464,879 is allocated to implement Class Size Reduction provisions of Section1, 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

36. 36 K-12 Class Size Reduction Total Operating and Capital Costs to Implement through 2011-12

37. 37 Revised definition of “Core-curricula” courses Directs the Department to identify core-curricula courses Students in grades 4-8 taking a high school core- curricula 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 Senate Bill 2120 2011-12 Class Size Reduction Revisions

38. 38 Funding Adjustments to Class Size Operating Categorical Calculate Initial Reduction.  Student’s Class Size Reduction categorical funding amount  Base Student Allocation ($3,479.22) multiplied by the district cost differential Commissioner may recommend by February 15, subject to approval by the Legislative Budget Commission, an alternate reduction amount.  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 Restoration to districts not in compliance that submit a compliance plan by February 15.  Balance of funds remaining

39. 39 Class Size Accountability Requirements 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. 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.

40. 2011-12 Calendar 40 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 FTE Reporting Deadlines:

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