PEP, FES-UA, Umbrella Schools & Home Education: Who Actually Needs a Florida Homeschool Evaluation?
If you homeschool in Florida and use Step Up For Students, it can be surprisingly easy to get confused about what you're supposed to do at the end of the year.
Do you need a portfolio evaluation? A standardized test? Do you send something to your school district? Do you upload something to Step Up? And what happens if your child is enrolled through an umbrella school?
The answer depends on something that isn't always obvious:
How is your child legally enrolled?
Two families may both say, "We homeschool and use Step Up," while having completely different annual requirements.
Understanding which category your child falls into can save you from completing the wrong requirement or discovering at evaluation time that your school district doesn't actually have your child registered in Home Education.
First: "Homeschooling" Doesn't Always Mean Home Education
In everyday conversation, we use "homeschooler" to describe children who learn primarily at home.
Legally, however, Florida families can educate at home through several different enrollment structures.
Your child might be:
- registered with your school district in a Florida Home Education Program;
- participating in the Personalized Education Program (PEP);
- enrolled in a private school, including some schools commonly referred to as umbrella or cover schools; or
- using FES-UA while enrolled either in Home Education or an eligible private school.
- Those distinctions matter because they determine which organization is responsible for your child's enrollment and what annual requirements apply.
Traditional Florida Home Education
If you establish a Home Education Program under Florida law, you file a Notice of Intent with the superintendent in the county where you live.
The district registers the Home Education Program for purposes of complying with Florida's attendance requirements. A Home Education Program is not a school district program.
Each year, the parent must provide an annual educational evaluation demonstrating educational progress appropriate to the student's ability. Florida provides several options for meeting this requirement, including a portfolio evaluation completed by a Florida-certified teacher.
The annual evaluation is filed with your local school district.
So, in the simplest terms:
Home Education Program → registered with your district → annual evaluation submitted to your district.
If you believe you're enrolled in Home Education but your district says it has no record of your child, that's something you'll want to resolve with the district's Home Education office.
What Changes if You Use PEP?
The Personalized Education Program, commonly called PEP, is different from a Florida Home Education Program.
PEP students are registered through their Scholarship Funding Organization (SFO), not through their local school district as Home Education students.
In fact, a student transitioning from a district-registered Home Education Program to PEP should terminate their Home Education status with the district.
PEP also has its own annual requirements.
PEP students must complete an approved annual assessment, such as a nationally norm-referenced assessment or statewide assessment, and submit the required results to Step Up For Students. Families also complete an annual Student Learning Plan (SLP).
A portfolio evaluation is not required nor should one be submitted to your school district, as your student is not registered in your district when using PEP.
In simple terms:
PEP → registered through the scholarship program → annual assessment submitted to Step Up
What About FES-UA?
FES-UA, the Family Empowerment Scholarship for Students with Unique Abilities, is a scholarship. It does not by itself tell you whether your child is legally enrolled in Home Education or private school.
For the 2026–27 school year, Step Up states that an FES-UA student must meet Florida's attendance requirement by being enrolled in either:
- an eligible private school, or
- a Home Education Program for which the parent has filed a Letter of Intent with the local school district.
FES-UA + Home Education
If your child uses FES-UA and is registered with your district as a Home Education student, you continue following Florida's Home Education requirements.
That includes your annual educational evaluation.
A certified-teacher portfolio evaluation is one of the options available to you, and the completed evaluation is filed with your local school district.
So:
FES-UA + Home Education → registered with district → annual evaluation goes to district.
FES-UA + Private School
An FES-UA student is instead enrolled in an eligible private school.
If your child is legally enrolled in a private school, the private school is responsible for the student's private-school enrollment and attendance requirements. Your family must also follow the applicable requirements of the FES-UA scholarship program.
For FES-UA students in grades 3–10 attending an eligible private school with scholarship funds, the current FES-UA handbook requires an approved standardized assessment and identifies several ways the requirement may be met, including:
- a nationally norm-referenced test;
- a statewide assessment; or
- an annual educational evaluation under Florida Statute §1002.41(1)(f).
The current handbook also provides an exemption from standardized testing when standardized testing is not appropriate for a student's disability.
So:
FES-UA + Private School → enrolled with the private school → follow the FES-UA annual assessment requirements; documentation is submitted according to Step Up's current requirements.
What About an Umbrella School?
"Umbrella school" is a term homeschool families commonly use for certain private schools that enroll students who receive much or all of their instruction at home.
However, "umbrella school" is not the legal category that determines your requirements. What matters is how the organization legally enrolls your child.
If your child is enrolled as a private-school student, your child may learn at home while legally being a private school student rather than a student in a Home Education Program under Florida Statute §1002.41.
In that situation, you generally follow the requirements that apply to that private-school enrollment rather than the annual evaluation requirements of a district-registered Home Education Program.
If your child also receives a scholarship such as FES-UA, be sure to check the requirements for FES-UA students enrolled in private school, including any applicable annual assessment requirements.
The Question I Want Every Florida Homeschool Parent to Ask
Instead of starting with:
"Do homeschoolers need an evaluation?"
start with:
"How is my child legally enrolled?"
Then ask:
1. Am I registered with my county's Home Education office?
If yes, you should have an active Home Education Program with the district and will submit an annual evaluation.
2. Is my child a PEP student?
If yes, PEP has its own annual assessment and SLP requirements, and your child can not be registered as a traditional Home Education student with the district.
3. Does my child use FES-UA?
If yes, determine whether the student is participating through Home Education or an eligible private school.
4. Is my child enrolled in an umbrella or cover school?
Find out whether that organization is your child's legal private school. If so, don't assume traditional Home Education requirements apply simply because instruction happens at home
Before You Schedule an Evaluation
If you're planning to use a certified-teacher portfolio evaluation, I recommend confirming one simple thing first:
Is my child currently registered with my county as a Home Education student with my district?
If you're unsure, contact your county's Home Education office before evaluation time.
This is especially worth checking if your family has:
- switched scholarship programs;
- moved between PEP and FES-UA;
- enrolled in or withdrawn from an umbrella/private school;
- previously filed a Home Education termination or withdrawal;
- moved counties; or
- changed enrollment options during the year.
A five-minute check now can prevent a lot of confusion when your annual deadline arrives.
Need a Florida Homeschool Evaluation?
I provide supportive virtual portfolio evaluations for Florida families participating in a district-registered Home Education Program.
You're welcome to book before your portfolio is complete. I'll keep track of your evaluation timeline, send reminders when it's time to submit your portfolio, and once your evaluation is finished, I will submit the completed evaluation paperwork directly to your school district for you.
Not sure yet whether a portfolio evaluation is the requirement your child needs? Use the enrollment guide below first to determine which category best describes your family.
Scholarship and enrollment requirements can change. Always verify current requirements with Step Up For Students, the Florida Department of Education, and/or your local school district.









