Info Call Worksheet

⚠

Presenting Concerns

Primary concern (in their words)

Skill areas -- check all

Reading fluency Decoding / phonics Comprehension Spelling / writing Math skills Executive functioning Homework / motivation Other

How long has this been a concern?

Urgency level Please select an urgency level

★

Student Background

✓

Call Flow Guide

tap script for sample dialogue

1

Warm open (1-2 min)"Tell me what's been going on with [student]."

2

Dig into the story (4-6 min)How long, what's been tried, emotional impact.

3

Uncover the goal (2-3 min)"Wave a magic wand -- what looks different in 6 months?"

4

Introduce Eardley's approach (3-4 min)Science of Reading, multisensory, data-driven.

5

Scholarship / financial fit (1-2 min)Ask proactively -- families often don't know they qualify.

6

Handle objections & close (2-4 min)Stay curious, not defensive. Recommend a clear next step.

◆

Goals & Motivators

Parent's #1 desired outcome

Emotional driver (what's underneath?)

Key goals -- prioritize 4

Goal 01

Goal 02

Goal 03

Goal 04

Decision-maker on call?

Both parents Primary parent only Needs spouse / partner

▶

Scholarship & Financial Assistance

Quick Reference

Florida K–12 Scholarships — EES Cheat Sheet

The 30-second model: Two axes. Funding org (Step Up vs AAA — interchangeable) ≠ Program (FES-UA, PEP, FTC, FES-EO, Hope). Only the program tells you whether EES gets paid.

Eardley Education Solutions — Internal Reference

EES Provider Coverage Matrix

Which Florida scholarship programs EES can accept for each service type — 2025–26 & 2026–27

✓

EES can accept

✕

Not eligible / N/A

!

Existing balances only (closed to new)

EES Service	FES-UAUnique Abilities	PEPHomeschool	FTC / FES-EOPrivate School	New WorldsReading / Math	HopeBullying Transfer
Part-Time TutoringIn-center & online sessions	✓	✓	✕	!	✕
Full-Time TutoringPrimary instruction model	✓	✓	✕	✕	✕
Specialized After-School ProgramStructured enrichment & intervention	✓	✓	✕	!	✕
Specialized Summer Education ProgramSummer intensive & camp programs	✓	✓	✕	!	✕
Choice Navigator ServicesScholarship guidance & navigation	✓	✓	✕	✕	✕
Private School EnrollmentNot an EES service — for reference	✕	✕	✓	✕	✓

FES-UA requires a qualifying disability diagnosis (dyslexia, SLD, ADHD, autism, etc.) — a psychoeducational evaluation is sufficient. | PEP requires the student to be homeschooled or not enrolled full-time. | New Worlds closed to new applicants; existing balances must be spent by June 30, 2026. | FTC / FES-EO and Hope are private-school-only — EES cannot accept these for any service.

Quick Eligibility Decision Tree

Has a documented diagnosis (dyslexia, SLD, ADHD, autism, speech/language)? → FES-UA (the gold path; EES accepts).
Homeschooled / not full-time enrolled? → PEP (EES accepts; 140k cap — apply early).
In private school, no diagnosis? → FTC/FES-EO exists, but funds go to the school. Ask: any diagnosis we should know about? (unlocks FES-UA).
Public school + bullying incident? → Hope Scholarship (private school placement only; EES cannot accept).
They mention "Gardiner" or new "New Worlds"? → flag gently — Gardiner was repealed in 2021 and folded into FES-UA; New Worlds is closed to new applicants.

FES-UA — Unique Abilities

ESA. Diagnosis required (SLD, dyslexia, ADHD-OHI, autism, etc.). Quarterly deposits to family-controlled account, paid through EMA. EES accepts.

Miami-Dade 25–26: ~$10,697 K–3 · ~$10,100 4–8 · ~$9,945 9–12 (Levels 1–3). Levels 4–5: $22k–$36k.

PEP — Personalized Education

ESA for not-enrolled-full-time / homeschool students. Annual SLP + standardized test required. EES accepts.

Miami-Dade 25–26: ~$8,583 K–3 · ~$7,986 4–8 · ~$7,831 9–12. Capped at 140,000.

FTC / FES-EO — Private School

Voucher pays the private school directly. Tuition only, no supplemental services. EES cannot accept. Pivot: ask about diagnosis → FES-UA.

Hope Scholarship

Public-school transfer after bullying/safety incident. Private school tuition only. EES cannot accept. Refer to school guidance counselor for reporting.

2026 lawsuit context: 7 FL private schools sued Step Up in Feb 2026 for delayed disbursements. AAA Scholarship Foundation is welcoming SUFS transfers and administers the same programs. If a family is nervous about delays, AAA is a clean alternative.

2026–27 Application Timelines

Program	Opened	Notes
FES-UA	Feb 1, 2026	Rolling, no cap
PEP	Feb 1, 2026	Capped at 140,000 — apply early
FTC / FES-EO	Feb 1, 2026	Rolling, no cap
Hope	Ongoing	Jun 15, 2026 for full funding; report incident first
New Worlds	CLOSED	Existing balances only through 6/30/26
AAA (all programs)	Feb 1, 2026	Accepting SUFS transfers

Internal EES reference. Award amounts and rules subject to change — verify at stepupforstudents.org or aaascholarships.org before quoting figures. 2026–27 amounts publish July 2026.

↔

Objection Handling

Cost / budget

Schedule / availability

"Try school first"

Competitor comparison

Other objection

✎

Additional Notes

Family context & personal details to remember

Student strengths / interests observed

Internal notes (not shared with family)

☉

Logistics & Fit

→