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CSFP Preliminary Apportionment Filing Round

Approximately $87.6 million in bond authority is available from Propositions 47, 55 and 1D. The preliminary apportionment applications submitted between April 1, 2014 through May 30, 2014 are being reviewed. The Office of Public School Construction (OPSC) has received application requests that will exceed the amount of funding  available. OPSC will use a preference points system combined with a funding matrix to determine which schools will receive Preliminary Apportionments. 

Preference points, as described in the Preference Points and Funding Matrix Guidelines (PDF), are based on the following conditions:

  • Overcrowded School District – Up to 40 points
  • Low Income (Based on Free/Reduced Lunch) – Up to 40 points
  • Non-Profit Status – 40 points if definition of non-profit status is met
  • Existing Facilities – 40 points if rehabilitating existing district–owned facilities

Applications will be ranked based on the number of Preference Points earned and the type of project category per Education Code Section 17078.56. Projects with highest number of preference points will be placed in a Funding Matrix based on geographical region, urban, rural, or suburban designation, school size, and grade level.

The State Allocation Board may award preliminary apportionments once all application reviews are completed, up to the available bond authority. Applications not initially awarded a preliminary apportionment will remain eligible to receive a preliminary apportionment for up to eight months, in the event that bond authority returns to the California School Finance Authority. The remaining unfunded applications will be returned to the applicants.

Charter School Facilities Program

In 2002, Assembly Bill 14 created the Charter Schools Facilities Program (CSFP). Through the passage of Propositions 47, 55, and 1D, $900 million has been made available for the new construction of charter school facilities or the rehabilitation of existing school district facilities for charter school use. This program allows charter schools that provide site based instruction to access State facility funding directly or through the school district where the project will be physically located.

The CSFP permits a charter school or school district filing on behalf of a charter to apply for a preliminary apportionment (reservation of funds) for new construction projects and rehabilitation of district owned existing facilities that are at least 15 years old. If the application is successful, the charter school that applies independently would receive the funding. In the event that a school district applies on behalf of a charter school, the district would receive the funding. To qualify for funding, a charter school must be deemed financially sound by the California School Finance Authority (CSFA).

The preliminary apportionment for a CSFP project must be converted within a four-year period to an adjusted grant apportionment meeting all the School Facilities Program (SFP) criteria, unless a single one-year extension is granted.

The School Facility Program Handbook (PDF) contains detailed information on Charter School Facilities Program Funding in Section 6. The Frequently Asked Questions document (PDF) contains common questions about the Charter School Facilities Program.

Final Conversion and Fund Releases

The preliminary apportionment for a CSFP project must be converted within a four-year period to an adjusted grant unfunded approval meeting all the SFP criteria, unless a single one-year extension is granted.

In order to receive a final apportionment from an unfunded approval or receive an advance fund release for design or site acquisition, the applicant must participate in a Priority Funding round and request an apportionment. Applicants must follow the Procedures for SFP Funding (PDF) to receive proceeds from future bond sales.

Eligibility

The CSFP permits a charter school or school district filing on behalf of a charter to apply for a preliminary apportionment (reservation of funds) for new construction projects and rehabilitation of district owned existing facilities that are at least 15 years old. If the application is successful, the charter school that applies independently would receive the funding. In the event that a school district applies on behalf of a charter school, the district would receive the funding. To qualify for funding, a charter school must be deemed financially sound by the California School Finance Authority (CSFA).

Funding

Preliminary Apportionments

The preliminary apportionment for a CSFP project must be converted within a four-year period to an adjusted grant apportionment meeting all the School Facilities Program (SFP) criteria, unless a single one-year extension is granted.

Converting a Preliminary Apportionment to a Final Apportionment (link)

Final Apportionments

The Architect’s Submittal Guidelines and the Presentation on Additional Grant for Site Development Costs contain detailed information for school districts and architects to prepare project plans, specifications, and cost estimates for project applications.

Please note: CSFP projects may be subject to Prevailing Wage Monitoring/Labor Compliance Program requirements.

Fiscal Reporting

The Substantial Progress and Expenditure Audit Guide contains detailed information on audit requirements, including substantial progress and expenditure reporting.

An update has been made to the Project Tracking Number (PTN) Generator Website (link). Instead of using residing district passwords, the new system allows the use of project specific passwords to create a PTN for CSFP projects.

Contacts

For assistance, please contact: