10.20.105    UNANTICIPATED ENROLLMENT INCREASE

(1) If a budget amendment resulting from an unanticipated increased enrollment has been adopted pursuant to 20-9-161 through 20-9-166, MCA, the eligibility for and number of increased ANB for the current school fiscal year due to an unanticipated elementary or high school enrollment increase will be computed pursuant to 20-9-314, MCA. Elementary district and high school district calculations are always separate. In the case of a K-12 district, make separate enrollment calculations for the elementary and high school levels of the K-12 district.

(a) The enrollment determined from the enrollment reported on the fall enrollment report or the spring enrollment report form for official reporting is defined as the "current year enrollment" (CYE) for purposes of this calculation. However, kindergarten enrollment for a variance which provides 90 full days of instruction in a single semester may be counted as one instead of one-half.

(b) Determine the prior year enrollment. For purposes of this calculation, "prior year enrollment" (PYE) will mean the adjusted and averaged enrollment used for the current ANB or three-year average ANB, whichever was used as budgeted ANB.

(c) Determine the "enrollment increase" (EI) by subtracting the prior year enrollment from the current year enrollment. EI = CYE - PYE.

(d) Determine the enrollment increase as a percentage of the prior year enrollment by dividing the enrollment increase calculated in (1)(c) by the prior year enrollment. EI divided by PYE = %.

(e) If the enrollment increase calculated in (c) exceeds 40 students, or if the enrollment increase as a percentage of the prior year enrollment calculated in (d) exceeds 4%, the Superintendent of Public Instruction will recalculate and adjust the current year's basic entitlement and total per-ANB entitlement in accordance with 20-9-314(5), MCA, using the recalculation of ANB in (2).

(2) The adjusted funding will be based on the impact of the increased enrollment for the current fiscal year calculated as follows:

(a) Determine the increase based on a percentage of the PYE:

(i) Determine EI in excess of 4% of PYE. EI - (.04 x PYE). Round the calculation to the nearest hundredth (.xx).

(ii) Determine EI for each budget unit by subtracting PYE by budget unit from CYE by budget unit. EI by budget unit = CYE by budget unit - PYE by budget unit.

(iii) Prorate enrollment increase exceeding 4% of PYE calculated in (a)(i) among the budget units by:

(A) calculating the ratio of EI for each budget unit as calculated in (a)(i) to the total EI for the district calculated in (1)(c). If the EI calculated for a budget unit in (a)(i) is negative (enrollment loss), omit the budget unit from the proration and add the absolute value of the negative EI by budget unit to the EI determined in (1)(c); and

(B) multiplying the EI in excess of 4% of PYE calculated in (a) by the ratio calculated in (a)(i) for each budget unit within the district. Round the calculation to the nearest hundredth (.xx).

(iv) Add the PYE by budget unit and the EI in excess of 4% by budget unit as calculated in (a)(iii)(B).

(b) Determine the increase based on number of students:

(i) Determine EI for each budget unit by subtracting PYE by budget unit from CYE by budget unit. EI by budget unit = CYE by budget unit - PYE by budget unit. If the EI calculated for a budget unit is negative (enrollment loss), omit the budget unit from the proration and add the absolute value of the negative EI by budget unit to the EI determined in (1)(c).

(ii) Add the PYE by budget unit and the EI by budget unit.

(c) The greater of (a)(iv) or (b)(ii) is the increased enrollment.

(d) Multiply the increased enrollment calculated in (c) by the total of PI days and PIR days approved for the current year, and divide the total by 180.

(e) Round the result calculated in (2)(d) up to the next whole number to determine the funding adjustment ANB.

(3) The funding adjustment ANB calculated under (2) will be used only to determine the adjusted entitlements and increased funding for the unusual enrollment increase in the current year and will not result in an adjustment of ANB for purposes of future calculations of current ANB or three-year ANB under 20-9-311, MCA.

History: 20-9-102, MCA; IMP, 20-9-313, 20-9-314, MCA; NEW, 1996 MAR p. 2168, Eff. 8/9/96; AMD, 2000 MAR p. 632, Eff. 2/25/00; AMD, 2002 MAR p. 1740, Eff. 6/28/02; AMD, 2006 MAR p. 3070, Eff. 12/22/06; AMD, 2016 MAR p. 880, Eff. 5/21/16.