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SFP: Charter Schools Facilities Program

Converting the Preliminary Apportionment

Frequently Asked Questions

CSFP Workload list


FORMS

SAB 50-09 

2007 CSFP Application Form

General Information
In 2002, Assembly Bill (AB) 14 created the Charter Schools Facilities Program (CSFP) and provided an initial $100,000,000 in funding; while Senate Bill (SB) 15 provided an additional $300,000,000 for the new construction of facilities for charter schools. Most recently, AB 127 made significant changes and further expanded the CSFP, and with the passage of Proposition 1D, provided an additional $500,000,000. This program allows charter schools that provide site based instruction to access State facility funding directly or through the school district where the charter school is 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. In either case, title to any CSFP project must be held by the school district in which the charter school is physically located. Also, 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. Please click on the "Converting the Preliminary Apportionment" link for important information on advance fund releases and steps required to convert a project.

Filing Period
The application filing period for the funding provided by Proposition 1D is from February 5 through June 5, 2007. (At this time, all of the funds provided for the CSFP from Propositions 47 and 55 have been allocated.)

Application Requirements
A complete application is an essential element in the process of receiving a preliminary apportionment for the charter school or district's project. The information provided is the basis for determining the apportionment amounts that the charter school or district on behalf of the charter school will receive. The form provides the OPSC with the general project information to determine the future new construction or rehabilitation adjusted grant; the grade level of the project, and if any supplemental grants are requested.

The following items are necessary for a Charter School application package to be deemed complete by the Office of Public School Construction (OPSC) and the California School Finance Authority (CSFA):

  • New Construction Preliminary Apportionment Request -- Charter Schools Applying Independently and School Districts Applying on Behalf of the Charter School:
    • Completed form, Application for Charter School Preliminary Apportionment (Form SAB 50-09).
    • Evidence that charter school delivered notification to the school district (must be at least 30 days prior to the submission of the Form SAB 50-09 to the OPSC. (For charter schools applying independently only.)
    • Copy of the school district governing board's resolution certifying to the number of the district's unhoused students that the charter school project will house. (For charter schools applying independently only.)
    • Copy of the school board meeting minutes that describes the discussion and approval of the certification resolution. (For charter schools applying independently only.)
    • Documentation that describes the method used to determine the number of the school district's unhoused students that would be included in the proposed charter school project.
    • Narrative description of the proposed project.
    • Preliminary CDE Recommended Site Size letter.
    • Appraisal or Preliminary Appraisal of the property to be acquired that is less than six months old; or Median Cost valuation, consisting of county recorder documentation of consummated sales transactions, within the General Location, or title insurance company escrow instruction(s) for a minimum of 6 months and a maximum of 2 years, which indicate the agreed upon purchase price of the property(s) for pending real-estate sales. Submit with the consummated sales transactions and pending escrow instruction data a spreadsheet summary of the data in a price per acre format.
    • Relocation and Department of Toxic Substance Control cost documents, if applicable, refer to Regulation Section 1859.145.1.
    • A Cost Estimate for site development, which reflects 100 percent of the proposed work, outlined in Regulation Section 1859.76, and approved site development and off-site plans, when requesting more than $70,000 per Proposed Useable Acres, refer to Regulation Section 1859.145.
    • Copy of the chartering agreement (3 copies).
    • Form SAB 50-01, Form SAB 50-02 and Form SAB 50-03 for SFP New Construction Eligibility (if not previously submitted by the school district).
    • Verification of Non-Profit Status, if applicable.

      CSFA - Financial Soundness Documents (2 copies)
    • Completed form, 2007 CSFP Application Form.
    • All supporting financial documentation (e.g. organization and financial information, all material contracts, and legal status questionnaire).
  • Rehabilitation Preliminary Apportionment Request -- Charter Schools Applying Independently and School Districts Applying on Behalf of the Charter School:
      CSFA - Financial Soundness Documents (2 copies)
    • Completed form, 2007 CSFP Application Form.
    • All supporting financial documentation (e.g. organization and financial information, all material contracts, and legal status questionnaire).

Submit the above documents to the OPSC no later than June 5, 2007.

Contacts
For assistance please contact:

Updated : 4/24/2008