Milestones Template - Get as Excel

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					                                                                                                                                      Grant Milestone Template                                                                                                                (CMO Name here)
                                                                                                                                                                                                                                                                                as of mm/dd/yy


                  Functional Area                                                         Activities                                   Pre-Closing              1st School Year       2nd School Year          3rd School Year          4th Fiscal Year           5th Fiscal Year
                                                                                                                                                          (Insert end date here)   (Insert end date here)   (Insert end date here)   (Insert end date here)   (Insert end date here)


                                                                                                                                                                                                                                                                Hold for Post Grant
                                                                                                                                                                                                                                                              Reporting Requirements
                                                                                                                                                                                                                                                               With Respect to Loans
                                              1.A) Program Development and Assessment Implementation (curricula, assessments, etc.)




                                              1.B) Teacher Recruitment, Retention & Compensation


       1. Academic Systems & Parent Support




                                              1.C) Professional Development (teacher training, satisfaction, etc.)




                                              1.D) Parent Support (waiting list length, satisfaction surveys, etc.)




                                              2.A) Graduation and/or Matriculation Targets




                                              2.B) Value-added Student Achievement Gains (elementary, middle & as appropriate, high
                                              school)



              2. Student Achievement


                                              2.C) Adequate Yearly Progress & Absolute Proficiency


8a5d2d83-0494-4608-b7d0-36a3e938bdfb.xls, Sheet1                                                                                         CONFIDENTIAL TO CSGF                                                                                                                           1 of 4
                                                                                                                                     Grant Milestone Template                                                                                                                (CMO Name here)
                                                                                                                                                                                                                                                                               as of mm/dd/yy


                   Functional Area
              2. Student Achievement                                                  Activities                                      Pre-Closing              1st School Year       2nd School Year          3rd School Year          4th Fiscal Year          5th Fiscal Year
                                                                                                                                                         (Insert end date here)   (Insert end date here)   (Insert end date here)   (Insert end date here)   (Insert end date here)

                                             2.C) Adequate Yearly Progress & Absolute Proficiency



                                             1.A) Program Development and Assessment Implementation (curricula, assessments, etc.)


                                             2.D) Student Attendance & Retention




                                             2.E) Other (Portfolio development, authentic assessment, diagnostic assessment, etc.)




       1. Academic Systems & Parent Support 3.A) Facilities




                                             3.B) Charter Application & Approval




             3. Facilities & Operations



                                             3.C) Management Agreement




                                             3. D) Seats Added

                                             3. E) Schools Opened




8a5d2d83-0494-4608-b7d0-36a3e938bdfb.xls, Sheet1                                                                                        CONFIDENTIAL TO CSGF                                                                                                                           2 of 4
                                                                                                                                          Grant Milestone Template                                                                                                                                                             (CMO Name here)
                                                                                                                                                                                                                                                                                                                                 as of mm/dd/yy


                  Functional Area                                                        Activities                                        Pre-Closing              1st School Year                        2nd School Year                  3rd School Year                   4th Fiscal Year                    5th Fiscal Year
                                                                                                                                                                (Insert end date here)                 (Insert end date here)           (Insert end date here)           (Insert end date here)             (Insert end date here)


                                                                                                                                                         Key financial metrics determined in       Key financial metrics determined Key financial metrics            Key financial metrics determined Key financial metrics determined
                                                                                                                                                         projections achieved including:           in projections achieved          determined in projections        in projections achieved including: in projections achieved including:
                                                                                                                                                                                                   including:                       achieved including:
                                              1.A) Program Development and Assessment Implementation (curricula, assessments, etc.)
                                                                                                                                                         o   Cost per seat of $XX for central      o  Cost per seat of $XX for      o  Cost per seat of $XX for      o  Cost per seat of $XX for        o  Cost per seat of $XX for
                                                                                                                                                         office                                    central office                   central office                   central office                     central office

                                                                                                                                                         o  100% of central office costs funded o 100% of central office costs      o  100% of central office costs o 100% of central office costs      o  100% of central office costs
                                                                                                                                                         through school fees and CSGF           funded through school fees and      funded through school fees and funded through school fees and       funded through school fees and
                                                                                                                                                                                                CSGF                                CSGF                            CSGF                                CSGF

                                                                                                                                                         o   # Personnel staffed in CO             o   # Personnel staffed in CO    o   # Personnel staffed in CO    o   # Personnel staffed in CO      o   # Personnel staffed in CO
                    4. Finance

                                                                                                                                                         o   Salary levels for each staff member   o Salary levels for each staff   o Salary levels for each staff   o Salary levels for each staff     o Salary levels for each staff
                                                                                                                                                                                                   member                           member                           member                             member
                                                                                                                                                         o Overall cost structure and revenues o Overall cost structure and      o Overall cost structure and        o Overall cost structure and      o Overall cost structure and
                                                                                                                                                         in line with projections              revenues in line with projections revenues in line with               revenues in line with projections revenues in line with projections
       1. Academic Systems & Parent Support                                                                                                                                                                                      projections




                                              4.B) Reporting & Compliance




                                              5.A) Governing Board Development




                                              5.B) Central Office Recruitment & Hiring


         5. Leadership, Human Resources &
             Organizational Development


                                              5.C) Human Resources




                                              5.D) Employee Satisfaction




                                              5.E) Other (community involvement, postsecondary partnerships, alternative certification,
                                              etc.)




8a5d2d83-0494-4608-b7d0-36a3e938bdfb.xls, Sheet1                                                                                             CONFIDENTIAL TO CSGF                                                                                                                                                                            3 of 4
                                                                                                                                        Grant Milestone Template                                                                                                                                                                         (CMO Name here)
                                                                                                                                                                                                                                                                                                                                           as of mm/dd/yy


                  Functional Area                                                          Activities                                      Pre-Closing                    1st School Year                       2nd School Year                   3rd School Year                     4th Fiscal Year                      5th Fiscal Year
                                                                                                                                                                     (Insert end date here)                 (Insert end date here)            (Insert end date here)             (Insert end date here)               (Insert end date here)


                                              6.A) Fundraising (Central office, school startup & facilities targets)

                                              1.A) Program Development and Assessment Implementation (curricula, assessments, etc.)



                                              6.B) Marketing, Public Relations & Advocacy



                                                                                                                                      [insert portfolio        [insert portfolio member] will           [insert portfolio member] will     [insert portfolio member] will    [insert portfolio member] will       [insert portfolio member] will
                                                                                                                                      member] will prepare     prepare & submit the following           prepare & submit the following     prepare & submit the following    prepare & submit the following       prepare & submit the following
                                                                                                                                      & submit the following   reports to CSGF as described in the      reports to CSGF as described in    reports to CSGF as described in   reports to CSGF as described in      reports to CSGF as described in
                                                                                                                                      reports to CSGF as       grant and loan agreements:               the grant and loan agreements:     the grant and loan agreements:    the grant and loan agreements:       the grant and loan agreements:
                                                                                                                                      described in the grant
                                                                                                                                      and loan agreements:


       1. Academic Systems & Parent Support
                                                                                                                                      (a) Audited financial    (a) Audited financial statements due     (a) Audited financial statements (a) Audited financial               (a) Audited financial statements (a) Audited financial statements
                                                                                                                                      statements due 150       150 days after fiscal year end           due 150 days after fiscal year   statements due 150 days after       due 150 days after fiscal year end due 150 days after fiscal year end
             6. Resource Development                                                                                                  days after fiscal year                                            end                              fiscal year end
                                                                                                                                      end

                                                                                                                                      (b) Unaudited annual     (b) Unaudited annual financial           (b) Unaudited annual financial  (b) Unaudited annual financial       (b) Unaudited annual financial       (b) Unaudited annual financial
                                                                                                                                      financial statements     statements due by [insert date]          statements due by [insert date] statements due by [insert            statements due by [insert date]      statements due by [insert date]
                                                                                                                                      due by [insert date]                                                                              date]
                                              6.C) Reporting to the Charter School Growth Fund
                                                                                                                                      (c) Quarterly financial (c) Quarterly financial statements due (c) Quarterly financial               (c) Quarterly financial           (c) Quarterly financial statements (c) Quarterly financial statements
                                                                                                                                      statements due 30 days 30 days after each quarter end          statements due 30 days after          statements due 30 days after      due 30 days after each quarter     due 30 days after each quarter
                                                                                                                                      after each quarter end                                         each quarter end                      each quarter end                  end                                end


                                                                                                                                      (d) CSGF annual report (d) CSGF annual report due by [insert (d) CSGF annual report due by           (d) CSGF annual report due by     (d) CSGF final report due by
                                                                                                                                      due by [insert date]   date]                                 [insert date]                           [insert date]                     [insert date]


                                                                                                                                      (e) Annual officer's     (e) Annual officer's certification due   (e) Annual officer's certification (e) Annual officer's              (e) Annual officer's certification   (e) Annual officer's certification
                                                                                                                                      certification due by     by [insert date]                         due by [insert date]               certification due by [insert      due by [insert date]                 due by [insert date]
                                                                                                                                      [insert date]                                                                                        date]

                                                                                                                                      (f) All other reports (f) All other reports requested within a (f) All other reports requested       (f) All other reports requested (f) All other reports requested        (f) All other reports requested
                                                                                                                                      requested within a    reasonable timeframe.                    within a reasonable timeframe.        within a reasonable timeframe. within a reasonable timeframe.          within a reasonable timeframe.
                                                                                                                                      reasonable timeframe.




8a5d2d83-0494-4608-b7d0-36a3e938bdfb.xls, Sheet1                                                                                               CONFIDENTIAL TO CSGF                                                                                                                                                                                    4 of 4

				
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