PEP vs. FES-UA: What Are the Annual Evaluation Requirements?
If you homeschool in Florida and use a Step Up For Students scholarship, you may have noticed something confusing:
PEP and FES-UA are both scholarship programs, but their annual education requirements are not the same.
This is especially important if you are trying to figure out whether you need a homeschool evaluation, a standardized test, a portfolio, or some combination of these.
The first thing to understand is that your scholarship program and your educational enrollment option are not necessarily the same thing.
The difference between PEP and FES-UA
The Personalized Education Program (PEP) is a scholarship program in which the student is registered with a Scholarship Funding Organization rather than with the local school district as a home education student.
The Family Empowerment Scholarship for Students with Unique Abilities (FES-UA) is also a scholarship program, but FES-UA students may participate through different educational options, including a Florida home education program.
That distinction is important because the annual assessment requirements are different.
What are the annual requirements for PEP?
If your child is participating in PEP, you do not complete the Florida home education annual evaluation simply because you are homeschooling.
Instead, PEP has its own annual assessment requirements.
Step Up For Students states that PEP students must take a Florida Department of Education-approved norm-referenced assessment or the applicable statewide assessment, and the results must be submitted to the Scholarship Funding Organization through EMA.
PEP families also have an annual Student Learning Plan (SLP) requirement.
So, for PEP:
PEP annual assessment ≠ Florida home education portfolio evaluation.
This is one of the most important distinctions for PEP families to understand.
Do PEP families file a Letter of Intent?
No.
Because PEP is distinct from a Florida home education program, PEP students do not establish their educational status through a district Letter of Intent.
Florida Department of Education guidance specifically states that PEP students are registered with the Scholarship Funding Organization rather than the school district.
Step Up For Students also instructs families who transition from a home education program to PEP to terminate their home education program once the PEP scholarship is funded.
What about FES-UA?
FES-UA works differently.
A child receiving FES-UA can participate through a Florida home education program.
The current FES-UA handbook states that a home education program is one of the options that can satisfy Florida's regular school attendance requirement, provided the parent has filed a Letter of Intent with the local school district.
If your child is participating as a home education student, Florida's home education requirements still apply.
That means the family must follow the requirements under Florida Statute 1002.41, including maintaining the required portfolio and providing an annual educational evaluation.
So does a FES-UA child need an annual evaluation?
If the child is participating through a Florida home education program, yes, the home education annual evaluation requirement still applies.
Florida law gives home education parents several evaluation options, including:
- A portfolio evaluation by a Florida-certified teacher
- A nationally norm-referenced achievement test administered by a certified teacher
- A state assessment administered under the conditions specified in the law
- An evaluation by a licensed psychologist
- Another valid measurement tool mutually agreed upon by the parent and superintendent
Step Up For Students also identifies annual home education evaluation fees as an eligible FES-UA expense, subject to the program's requirements.
The easiest way to remember the difference
| PEP | FES-UA + Home Education | |
|---|---|---|
| Registered with | Scholarship Funding Organization | Local school district as home education |
| Letter of Intent | No | Yes |
| Florida home education annual evaluation | No | Yes |
| Annual assessment | FLDOE-approved norm-referenced or applicable statewide assessment | Annual home education evaluation under Florida law |
| Student Learning Plan | Yes | Not a general home education requirement |
| Portfolio | No, but you should always keep portfolio items on hand for 2 years for your records | Yes |
The biggest takeaway is this:
Do not assume that "homeschool" means the same legal/administrative category for every scholarship family.
PEP and home education are separate programs.
FES-UA students, however, can participate through a home education program, which means the home education requirements still apply.
A little about the work I do
I'm Amy, a Florida-certified teacher, parent coach, and former special education teacher with more than 15 years of experience working with children.
Through The Empowered Parent, I provide simple, supportive virtual homeschool evaluations for eligible Florida homeschool students. My goal is to make the evaluation process one less thing for you to worry about during your homeschool year.
Families can book their evaluation ahead of time, and I'll keep track of the timeline and send reminders when it's time to get started. When you're ready, you simply send your child's portfolio to me by text or email. I complete the evaluation and submit the final evaluation paperwork directly to your school district for you.
I also support homeschool families navigating big emotions, challenging behaviors, motivation struggles, and learning differences through my parent coaching services.
Before you schedule an evaluation
If you receive a Step Up For Students scholarship, first determine which scholarship you have and which educational option your child is participating through.
If you are a PEP family, look at the current PEP annual assessment requirements through Step Up For Students.
If your child has FES-UA and is participating through a Florida home education program, make sure you are following the Florida home education requirements as well.
For more information about Florida homeschool evaluations, portfolio requirements, and preparing for your annual evaluation, explore these resources.
If your child is participating through a Florida home education program and you need a certified teacher to complete the annual evaluation, you can learn more about my virtual evaluation process here:
https://www.theempoweredparent.us/homeschool-evaluations









