AdminsReports

Run Florida FES & Step Up scholarship compliance

A 60-second screen recording of a real school doing exactly this — and the same 11 steps written out below, in the labels you'll see on screen.

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How to run Florida FES & Step Up scholarship compliance

1Click Reports under Administration in the sidebar
2Read the Florida tuition worksheet card — the fee categories EMA recognizes
3Open Billing, then the Fees tab: an optional or after-care fee is prohibited
4Open Plans & students and set grade levels, publishing tuition per grade
5Note there is no Program deposits tab — Florida scholarships pay by ACH
6Back on Reports, click Compliance checklist on the Florida card
7Work the deadline cards — quarterly confirmations, test scores, the notarized compliance form
8Read the withdrawal banner — unenroll in EMA within 5 business days
9Check the Agreed-Upon Procedures card against this year's projection
10Click Run the AUP evidence pack for school days, hours, attendance and tuition parity
11Keep the Scholarship receivables ledger of what each student is still owed

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

All 27 videos in this group About this feature

Next in this group

Run Arizona ESA & ClassWallet complianceAdmins

Run Utah Fits All Scholarship complianceAdmins

Set your financial aid budget for the yearAdmins

Open financial aid applications to familiesAdmins

Do it yourself in the live demo

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.

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