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2008-09 Electronic Funding Determination Request
Form - Instructions for Submission
1. This application packet was developed to provide applicant schools with electronic tools that
standardize the Charter School Nonclassroom-based Funding Determination process in a
format that facilitates the review and analysis of the request. The Microsoft Excel formatted
workbook includes a template version of the Funding Determination Request Form for 2008-
09 (to be completed by applicants). It also includes integrated hidden worksheets for
Funding Determination Calculations and analyses, and a template for use by the California
Department of Education (CDE) staff to provide summary data, analysis, and comments to
the Advisory Commission on Charter Schools (ACCS).
2. All applicant schools must complete the Funding Determination Request Form.
3. This is a spreadsheet report and as such should be completed using Microsoft Excel. The
spreadsheet is protected to only allow data entry in the fields specifically identified by
YELLOW shading (nonasterisk fields). GREEN shaded fields, which also have a single
asterisk for accessability, are calculated by formulas included in the spreadsheet. The forms
are also designed to auto-fill repetitive data.
4. Additional information is included that may be helpful in answering questions about what
should be included in each cell. In specific cells identified by a small red triangle in the
upper right corner of the cell, there are "cell comments". To review cell comments, place the
cursor in any cells with a small red triangle in the upper right corner of the cell and a pop-up
narrative box will appear with pertinent information.
5. In the Funding Determination Request Form there is a hyperlink to the CDE Web site with
instructions and access to Education Code and the California Code of Regulations sections
that affect Nonclassroom-based Funding Determinations. You must have an active Internet
connection to be able to click and navigate to these pages that provide pertinent
information.
6. Submission Instructions:
a) E-mail the completed Microsoft Excel workbook with a school specific file name listing
the Charter school number and name of the school:
123ABCCharter Academy.xls to:
Charters@cde.ca.gov
b) In addition to the electronic file, a printed copy of the completed Funding Determination
Request Form with appropriate signatures is also required. The form should be mailed to:
Attn: Nonclassroom-based Funding Determinations
Charter School Division
California Department of Education
1430 N Street, Suite 5401
Sacramento, CA 95814
Fax: (916) 322-1465
2008-09 Nonclassroom-Based Funding Determination
(Based on prior year data. See Instructions for clarification.)
Link to Instructions, Education
http://www.cde.ca.gov/49451
Code , CA Code of Regulations:
To be completed by Charter School (unprotected)
Calculated by Software (protected) *
Section I. Charter Information
Charter School Name: Learning for Life Charter School Charter #: 362
CDS Code: 27-66092-2730240 County: MontereyCounty
Authorizing Entity: Monterey Peninsula Unified School Ditsrict
Street Address: 330 Reservation Rd, Suite F
City: Marina State: CA Zip: 93933
Mailing Address: Same
(if different)
City: State: CA Zip:
Contact Name: Cindy S. Dotson Title: Director
Phone #: (831) 582-9820 Fax # : (831) 582-9825
E-mail Address: cindyd@learningforlifeschool.com
% Funding Requested: 100% Number of Years of Request: Five Year Request
Date Charter Granted: 7/1/2001 Date Charter Expires: 6/30/2011
mm/dd/yyyy mm/dd/yyyy
Expiration of Current Funding Determination: 2008-09
Specify Grade Levels Served and Enrollment:
Grade Level: 7th Grade-12th Grade ADA 111.98 ASAM: No
Section II. Certification
I certify that:
1) The information provided is true and correct to the best of my ability and knowledge.
2) This charter school’s nonclassroom-based instruction is conducted for and substantially dedicated to the
instructional benefit of the school’s students.
3) This charter school’s governing board has adopted and implements conflict of interest policies.
4) All of the charter school’s transactions, contracts, and agreements are in the best interest of the school and
reflect a reasonable market rate for all goods, services, and considerations rendered for or supplied to the
school.
Signature of Authorized Individual Representing Charter School
Executive Director
Title of Authorized Individual Date
2
2008-09 Nonclassroom-Based Funding Determination
(Based on prior year data. See Instructions for clarification.)
III. Financial Information
Section Link to Instructions, Education
http://www.cde.ca.gov/49451
Code , CA Code of Regulations:
A. Resources Available for Expenditure
1. Revenues and Other Financing Sources
a. Federal Revenues
(i) Amount of start up, implementation and
dissemination grant(s) in 1a.
b. State Revenues $ 501,414
c. Local Revenues $ 274,693
(i) Amount in Lieu of Property Taxes in 1c. $ 274,693
d. Other Financing Sources
e. Subtotal All Financing Sources * $ 776,107
2. Ending Balance from Prior Fiscal Year $ 136,127
3. Total Resources Available for Expenditure * $ 912,234
B. Expenditures and Other Financing Uses
1. Instruction and Related Services
a. Salaries and Benefits
(i) Certificated $ 422,174
(ii) Classified $ 55,832
b. Books, Supplies and Equipment $ 16,022
c. Services and Other Operating Costs
(i) Contracts for Instructional Services
(ii) Contracts for Instructional Support
(iii) All other Instruction Related Operating Costs $ 62,180
d Subtotal Instruction and Related Services * $ 556,209
2. Operations and Facilities
a. Salaries and Benefits
(i) Certificated
(ii) Classified
b. Books, Supplies and Equipment
c. Services and Other Operating Costs $ 68,810
d. Facility Acquisition & Construction
e. Subtotal Operations and Facilities * $ 68,810
f. Allowable Facility Costs
(i) Provide Actual Square Footage occupied by
the charter school 3,800
(ii) Total Classroom-Based Average Daily
Attendance (if applicable) as reported at the
prior-year second apportionment (P2)
(iii) Total Student Hours attended by
nonclassroom-based pupils at the school site 64,800.00
3. Administration and All Other Activities
a. Salaries and Benefits
(i) Certificated $ 8,725
(ii) Classified $ 17,080
b. Books, Supplies and Equipment
c. Services and Other Operating Costs
(i) Contracts for Other Administrative Services
(ii) Supervisorial Oversight Fee $ 4,373
(iii) All Other Administration & Other Activities,
Services & Operating Costs $ 4,158
d. Subtotal Administration and All Other Activities * $ 34,337
3
2008-09 Nonclassroom-Based Funding Determination
(Based on prior year data. See Instructions for clarification.)
Link to Instructions, Education
http://www.cde.ca.gov/49451
SectionCode , CA Code of Regulations:
III. Financial Information (continued)
B. Expenditures and Other Financing Uses (continued)
4. Other Outgo and Other Financing Uses
a. Debt Service
b. Transfer to District or County
c. All Other Outgo
d. Subtotal Other Outgo and Other Financing Uses * $ -
5. Total Expenditures/Other Uses * $ 659,356
C. Excess (Deficiency) of Revenues Over Expenditures
1. Total Excess Revenues * $ 252,878
a. Reserve Designated for Economic Uncertainties $ 142,878
b. Reserve for Facilities Acquisition or Construction
c. Other Reserve $ 110,000
Section IV. Additional Information
1. Provide the charter school’s pupil-teacher ratio as calculated pursuant to Education Code Section 51745.6 and California Code of Regulations, Title 5,
Section 11704.
Pupil to teacher ratio does not exceed 25 to 1 or the pupil to teacher ratio of the charter school does not exceed that
16.6 to 1 of the largest USD in county(s) served.
Enter 25 to 1 or the pupil to teacher ratio of the largest unified school district in the county(ies) served by the charter.
31 to 1
Enter the name of the largest unified school district in the county(ies) served by the charter school if not using 25 to 1
MPUSD as the comparison pupil to teacher ratio.
2. Are any entities receiving $50,000 or 10% or more of the charter school's total expenditures reported in Section III,
Lines B.1.c, B.2.c, and B.3.c? Yes
Provide a listing of entities that received $50,000 or 10% or more of the charter school’s total expenditures reported in Section III, Lines B.1.c, B.2.c, and
B.3.c, and the amount provided to each. Are each of the contract payments made by the charter school based on specific services rendered, clearly
stating the fee per service rendered and invoiced accordingly? Are any of the contract payments based upon an amount per unit of average daily
attendance or some other percentage of the charter school’s revenues, enrollment, etc.? If so, which ones?
Payment Basis
Fee for Service
Entity Amount Purpose/Explanation
rendered - % per ADA
invoiced
a Marina Town Plaza $ 53,125 Facility Rental No No
b Cindy S. Dotson $ 69,800 Salary No No
c
Select one Select one
d
Select one Select one
e
Select one Select one
f
Select one Select one
g
Select one Select one
h Select one Select one
i
Select one Select one
j Select one Select one
k
Select one Select one
l
Select one Select one
m
Select one Select one
n Select one Select one
o Select one Select one
4
2008-09 Nonclassroom-Based Funding Determination
(Based on prior year data. See Instructions for clarification.)
IV Additional Information (continued)
Section Link to Instructions, Education
http://www.cde.ca.gov/49451
Code , CA Code of Regulations:
3. Who are the members comprising the charter school’s CURRENT governing board (i.e. how many parents, teachers, etc)?
Selection or Representative
Name Board Position Start of Term End of Term
Authority
a Gloria G. Shaw President & Chair Teacher 1-Jul-03 30-Jun-09
b John McCutchon Vice Chair Community 1-Jul-03 30-Jun-09
c Robin McCall Director Community 5-Jun-04 30-Jun-09
d Robert Dotson Chief Financial Off. Community 2-May-05 30-Jun-09
e Jeanne Nakagawa Director Community 2-May-05 30-Jun-09
f Rick Janicki Director Community 2-May-05 30-Jun-09
g
h
a In the text box below describe how and when Board members are selected.
Appointed by the President for three year terms, or extended as necessary.
b Does the charter school’s governing board have adopted and implemented conflict of interest policies and
Yes
procedures? If yes, please provide a copy.
c Are any of the governing board members affiliated in any way with any of the entities reported as a response to
Yes
question 2? If yes, please provide an explanation in the text box below.
Robert Dotson (Board Member and CFO) is married to Cindy Dotson (School Director)
4. In the text box below explain the reasons for the expenditures (Transfers to "Districts or County") reported in Section
III, Line B.4.b.
5. List the “Other Reserves” and the amount of each reported on Line C.1.c (if applicable).
Amount of Reserve Purpose of Reserve
$ 50,000 Additional Certificated Teacher
$ 50,000 Replace Student Lab, Faculty and Staff Computers and Local Area Network (purchased 2002)
$ 5,000 Replace Copier #1 (purchased 2002)
$ 5,000 Replace Copier #2 (purchased 2002)
6. How many full-time equivalent employees are at your school? 11.00
How many full-time equivalent employees at your school possess a valid teaching certificate, permit, or other
document equivalent to that which a teacher in other public schools would be required to hold issued by the
Commission on Teacher Credentialing? 7.00
Do you request exclusion for one-time special purpose funds or special consideration for 2008-09 budget
7. Yes
reductions?
If yes, in the text box below list any one-time special purpose funds that you wish CDE staff to consider as a mitigating factor. Include a description of the
program, the amount of one-time special purpose funds, and whether you request the funds to be excluded from the calculation for Certificated Staff
Costs, Instruction and Related Services Costs, or both. If requesting special consideration for 2008-09 budget reductions, please explain special
circumstances below.
The audited statements show revenue (Grants) of $946,939. This amount includes; 8015-General Purpose Entitlement, 8016-Prior year
Adjustment, 8480-Categorical Block Grant, 8560-State Lottery, 8590-All Other State Revenue, and 8780-Charter School Funding In Lieu of
Property Tax. For this form, 8780-Charter School Funding In Lieu of Property Tax ($274,693) is presented as a separate line entry and 8016-Prior
year Adjustment ($170,832) is not applicable to this determination. These two amounts (total $445,525) should be removed from State Revenues
before it is entered on line IIIA1b ($946,939-$445,525=$501,414).
5
2008-09 Nonclassroom-Based Funding Determination
(Based on prior year data. See Instructions for clarification.)
8. In the space below, explain what steps are being taken to improve the academic performance of students at your school.
Link to Instructions, Education
http://www.cde.ca.gov/49451
Code , CA Code of Regulations:
The students, faculty and staff of Learning for Life Charter School (LLCS) are justifiably and enthusiastically proud of their academic
achievements during school year 2007-08. LLCS exceeded their CDE set API growth goal by 36 points, a significant amount, and graduated their
largest class of Seniors. LLCS serves pupils in grades 7 through 12. The School was founded with the primary aim of helping students who are
at high risk of dropping out of school. This means we start with students who are lower performing than the population as a whole. Prior to
being admitted to LLCS each prospective student must complete a battery of assessment tests, which gives the school good insight into that
student’s achieved grade level. Students are then assigned to teachers based on our assessment of their needs and abilities. Following entry,
each student is assessed twice a year to learn what progress they've made and their current grade levels in mathematics and reading
comprehension. In 2007-08 we had seven credentialed teachers and a maximum of 150 enrolled students. One of our teachers takes only Home-
Schooled students and the rest of the teachers participate in what we call the 4x2 (four-by-two) Program.
Under the 4x2 Program each student attends a “structured study hall” four days a week and two hours a day (this accounts for
the non-classroom based student hours we list in block IIIB2fiii). Each teacher offers two of the 4x2 sessions per day.
On the non-4x2 school day (Wednesday) we also provide small group instruction in Mathematics and English Language Arts by
teachers credentialed in those subjects and “enrichment” (elective) courses in subjects like Art, Careers, and Driver’s
Education. In addition to our credentialed teachers providing two-hour remediation classes, we hired California State
University students who assist our students before or after the 4x2 classes by providing one-on-one tutoring. Students who
receive letter grades below a "C" must re accomplish their work until it is at least at a "C" level. We do not move students on
to a new concept until they have an understanding of their current assignment. LLCS offers a variety of teaching styles,
materials and formats to accommodate each student's individual learning style and pace. Even if one were to discount the
fact that LLCS starts with lower performing students, we believe that our 2007-08 results (API Growth Target of 13 points
—achieved growth 49 points and the largest graduating class in our history—20 new alumnae) are outstanding endorsements
of our overall approach and the techniques we have instituted.
9. In the text box below, feel free to provide any additional information or explanation you feel may have a material affect on our evaluation and
recommendation. If more space is required, an additional Word document may be submitted with this form.
During School Year 2006-07 Learning for Life Charter School (LFL) received a SB 740 funding determination of 85%, retroactive to the beginning
of the school year. CDE reduced LFL's funding and LFL drastically curtailed planed and actual spending. In late 2006-07 LFL filed an amended
SB 740 Funding Determination form and was granted 100% funding, also retroactive. Since LFL did not know when (or if) the retroactive portion
of the funding would be made-up, LFL did not make spending plans for the withheld funding. The 2006-07 withheld funding was made-up in
2007-08 leaving LFL with a very high Excess Revenue (Line IIIC1, $252,878). During the current school year (2008-09) LFL has added one
certificated staff member ($50,000) replaced one office copier ($5,000) and is in the process of replacing all school computers and Local Area
Network ($50,000) and a second copier ($5,000). These actions are recognized as "Other Reserves" (Line IIIC1c) making LFL's Reserve for
Economic Uncertainties $142,878.
6
2008-09 Nonclassroom-Based Funding Determination
CDE Funding Recommendation and Summary Worksheet
(Based on prior year data.)
To be completed by CDE Staff (unprotected)
Filled From School Data Provided on the Request Form (protected)**
Calculated by Software (protected) *
Section I. Charter Information
**Charter School Name Learning for Life Charter School **Charter # 362
**CDS Code: 27-66092-2730240 **County: MontereyCounty
**Authorizing Entity: Monterey Peninsula Unified School Ditsrict
Type of School: Continuing School Year of most recent prior funding determination: 2007-08
**Years Requested: Five Year Request Duration of most recent prior funding determination: 2 yr
**% Funding Requested: 100% Percent of most recent prior funding determination: 100%
**Expiration of most recent prior funding determination: 2008-09
Specify:
**Grade Levels Served: 7th Grade-12th Grade **ADA: 111.98 **ASAM: No
**Date Charter Granted: 7/1/2001 **Date Charter Expires: 6/30/2011
mm/dd/yyyy mm/dd/yyyy
Section III. Funding Calculation
54.40% Percent Certificated Staff Costs* B1a (certificated)
A1a - A1a(i) + A1b + A1c(i)
71.67% Expenditures on Instruction and Related Services as a percentage of total revenue* B1d
A1e
Actual Allowable Facilities Costs*
$68,810.14 The lesser of B2e or [(B2fii + (B2fiii /868)) * 1000]
Percent Allowable Facilities Costs*
8.80% Actual divided by III.A.1.e.
80.47% Expenditures on Instruction and Related Services including Allowable Facilities Costs *
Section IV. Additional Required Information
1. 16.6 :1 **Pupil to teacher ratio at charter school.
**Pupil to teacher ratio does not exceed 25 to 1 or the pupil to teacher ratio of the charter
31 :1 school does not exceed that of the largest USD in county(ies) served.
MPUSD **If using the ratio of largest USD, please specify the district .
2. Yes **Are any entities identified who are receiving over $50,000 or 10% or more of the charter school's
total expenditures? If “Yes”, please specify or list.
Payment Basis
Fee for Service
Entity Amount Purpose/Explanation
rendered - % per ADA
invoiced
2a. Marina Town Plaza $ 53,125.05 Facility Rental No No
2b. Cindy S. Dotson $ 69,800.06 Salary No No
2c. $ - Select one Select one
7
3. No Are there any potential conflicts of interest or other concerns related to the governing board?
If “Yes”, please explain in CDE recommendation section.
4. $252,878 **Total Excess Revenues Reported on Line C1.
27.72% Excess Revenue as a Percentage of Total Resources available* C1 / A3
5. 7.00 **Number of full-time equivalent employees at the charter school who possess a valid teaching
certificate, permit, or other document equivalent to that which a teacher in other public schools would be
required to hold issued by the Commission on Teacher Credentialing.
Calculated Funding Determination Eligibility per Regulatory Formula(s):
Certificated staff compensation equals or exceeds 40 percent of total public revenues and the
percentage calculated for Total Expenditures on Instruction and Related Services equals or exceeds
Yes, Receive 100% if
80 percent of total revenues (100 percent funding) and the charter school’s pupil-teacher does not
Ratio above is OK
exceed 25:1 or the equivalent pupil-teacher ratio of the largest unified school district in the county or
counties in which the charter school operates.*
Certificated staff compensation equals or exceeds 40% of total public revenues and the percentage
No calculated for Total Expenditures on Instruction and Related Services equals or exceeds 70% but is
less than 80% of total revenues (85% funding).*
Certificated staff compensation equals or exceeds 35% but is less than 40% of total public revenues
No and the percentage calculated for Total Expenditures on Instruction and Related Services equals or
exceeds 60% of total revenues (70% funding).*
Certificated staff compensation is less than 35% of total public revenues or the percentage calculated
No for Total Expenditures on Instruction and Related Services is less than 60% of total revenues (No
funding).*
Mitigating Factors to Consider in Funding Determination:
Select one The charter school is in its first year of operation.
Select one The charter school has less than 100 units of prior year, second-period average daily attendance.
Yes **The charter school requests exclusion of one-time special purpose funds.
2006 Base 2006 Statewide 2006 Similar
570 API
1 Rank
N/A Schools Rank
2007 Base 2007 Statewide 2007 Similar Schools
532 API
1 Rank
N/A Rank
2008 Growth 2007 CAHSEE 2007 CAHSEE
581 ELA % Passed Math % Passed
API
2008 CAHSEE 2008 CAHSEE
ELA % Passed Math % Passed
Summary of Review and Reasons for Recommendation
CDE Recommendation:
100% Percent Funding Recommended by CDE Charter School Division
4 yr Number of Years
8
Recommendation Notes, Additional Comments & Explanation:
This is a continuing school with 54.4% of the school’s total public revenues expended for salaries and
benefits for all employees who possess a valid teaching certificate, permit, or other document equivalent to
that which a teacher in other public schools would be required to hold issued by the Commission on
Teacher Credentialing; and, 80.47% of the school’s total revenues expended on instruction and related
services.
The school serves grades 7 through 12 and has a pupil to teacher ratio of 16.6:1 and a total enrollment as of
October 2008 of 118.
The Learning for Life Charter School has a 2006 Base API of 570; and a statewide rank of 1. The school's
2007 API Base was 532 with a statewide rank of 1. The school's 2008 API Growth is 581.
The Independent Auditor reported the school has no negative audit findings.
CDE recommends 100% funding for 4 years.
9
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