Midyear Adjustments

E-mail to a friend E-mail to a friend

In general. Mid-year adjustments will be made for grade-level and portfolio weights based on audited October 31 enrollment, and for special education weights based on December 31 data. The Additional Spending Authority (ASA)/Set Aside Process will continue in anticipation of this mid-year adjustment for general education and special education.

To balance the need for stability, timing, and accuracy of funding adjustments are taken by multiplying the net change in register by the per capita associated with the weight.

Adjustments will be made based on the factor by which a school is funded:

  • Hold harmless and at-formula schools: 100% up and down
  • Under-formula: 100% up and percentage under formula down

An example of an under-formula elementary school losing register:

Sample

Weight

Per Capita

Projected Register

Audited Register

Change

Net Impact

K–5 grade

1.00

$3,946

700

688

–12

($47,352)

SPED <20%

.56

$2,210

30

35

5

$11,050

SPED 40%-60%

1.23

$4,853

40

30

–10

($48,530)

 

FSF Mid-year Adjustment Subtotal =

($84,832)

 

Initial Funding Percentage

95%

 

Final Mid-year Adjustment =

($80,590)

Specifics on Special Education Adjustments.

Less than 20% and between 20% and 60%:

  • Generally covers SETSS, Multiple-SETSS and part-time CTT services
  • Data to compare projected register to data taken from Regional Net Register Report (RNRR)
  • As of December 31, 2008
  • Difference between projected and actual multiplied by the associated per capita

Greater than 60% integrated and self-contained:

  • Generally covers CTT and self-contained services
  • The Special Education Component (SEC) reports will be used to verify the number of classes open as of December 31, 2008.
  • Increases in funding for new classes must be approved by the Office of Student Enrollment and Planning Operations (OSEPO)
  • Decreases in funding will be taken for filled and unfilled seats, leaving only two unfilled seats per class for schools that have refused to take additional students. The two exceptions to this policy are:
    • Capped classes and low incidence classes will not lose funding based on confirmation from OSEPO that students have not been turned away.
    • Determination regarding funding adjustments will be made based on a review of the wait list at that time.

New schools’ Special Ed weights:

  • New elementary and middle schools, as well as high schools, are funded on a per-student basis for special education
  • As of October 31, 2008
  • Did not receive unfilled seats funding
  • Net register change multiplied by associated per capitas



Summary of Special Education Mid-Year Adjustment Process

FSF Special Education Category

ES/MS

HS

Less than 20%

Yes

Yes

Between 20% and 60%

Yes

Yes

Greater than 60% Self-contained

No*

Yes

Greater than 60% Integrated

No*

Yes

*The initial allocation provides funding for unfilled seats. To the extent there is a need to open a new class, both the Deputy Superintendent of Special Education and the Office of Student Enrollment and Placement Operations (OSEPO) must approve the opening of an additional self-contained or CTT class, over and above those funded from the initial school budget allocations, before schools open and staff such classes.























 

Specifics on Academic Intervention and ELL Weights.

Adjustments for need characteristics will not be made at the mid-year. As noted above, it is cost-prohibitive to provide for upward adjustments based on register changes without also providing for downward adjustments, and principals expressed a strong preference for avoiding downward adjustments. In addition, audited data present the most accurate basis for funding student needs.