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									                 2008-09 Electronic Funding Determination Request
                         Form - Instructions for Submission

1. This application packet was developed to provide applicant schools with electronic tools
   that standardize the Charter School Nonclassroom-based Funding Determination process
   in a format that facilitates the review and analysis of the request. The Microsoft Excel
   formatted workbook includes a template version of the Funding Determination Request
   Form for 2008-09 (to be completed by applicants). It also includes integrated hidden
   worksheets for Funding Determination Calculations and analyses, and a template for use
   by the California Department of Education (CDE) staff to provide summary data, analysis,
   and comments to the Advisory Commission on Charter Schools (ACCS).


2. All applicant schools must complete the Funding Determination Request Form.
3. This is a spreadsheet report and as such should be completed using Microsoft Excel. The
   spreadsheet is protected to only allow data entry in the fields specifically identified by
   YELLOW shading (nonasterisk fields). GREEN shaded fields, which also have a single
   asterisk for accessability, are calculated by formulas included in the spreadsheet. The
   forms are also designed to auto-fill repetitive data.
4. Additional information is included that may be helpful in answering questions about what
   should be included in each cell. In specific cells identified by a small red triangle in the
   upper right corner of the cell, there are "cell comments". To review cell comments, place
   the cursor in any cells with a small red triangle in the upper right corner of the cell and a
   pop-up narrative box will appear with pertinent information.
5. In the Funding Determination Request Form there is a hyperlink to the CDE Web site with
   instructions and access to Education Code and the California Code of Regulations
   sections that affect Nonclassroom-based Funding Determinations. You must have an
   active Internet connection to be able to click and navigate to these pages that provide
   pertinent information.
6. Submission Instructions:
   a) E-mail the completed Microsoft Excel workbook with a school specific file name listing
   the Charter school number and name of the school:
   123ABCCharter Academy.xls to:
                                       Charters@cde.ca.gov
   b) In addition to the electronic file, a printed copy of the completed Funding Determination
   Request Form with appropriate signatures is also required. The form should be mailed to:


                       Attn: Nonclassroom-based Funding Determinations
                                     Charter School Division
                               California Department of Education
                                     1430 N Street, Suite 5401
                                      Sacramento, CA 95814
                                       Fax: (916) 322-1465
                              2008-09 Nonclassroom-Based Funding Determination
                                                                                                                    (Based on prior year data. See
                                                                             Instructions for clarification.)
        Link to Instructions, Education
                                                                                    http://www.cde.ca.gov/49451
        Code , CA Code of Regulations:
                                                         To be completed by Charter School (unprotected)
                                                               Calculated by Software (protected) *


Section I. Charter Information

Charter School Name:                            Alder Grove Charter School                                  Charter #:                  760


CDS Code:                      12-63032-0111203                                                               County:             Humboldt

Authorizing Entity:                   South Bay Union Elementary School District

Street Address:                                                               1615 Highland Avenue

City:                                       Eureka                    State: CA                    Zip:                     95503

Mailing Address:                                                                            Same
(if different)
City:                                                                 State: CA                    Zip:

Contact Name:                        Jenni Allen-San Giovanni                      Title:                           Director

Phone #:                                  707-268-0813                           Fax # :                          707-268-0854

E-mail Address:                                                                  aldergrove@sbcglobal.net


% Funding Requested:                         100%                     Number of Years of Request:                   Three Year Request

Date Charter Granted:                      1/12/2006                         Date Charter Expires:                         6/30/2011
                                           mm/dd/yyyy                                                                      mm/dd/yyyy
                                                     Expiration of Current Funding Determination:                          2008-09
Specify Grade Levels Served and Enrollment:
           Grade Level:               K-12                                         ADA        186.66          ASAM:                     No

Section II. Certification
    I certify that:
                      1) The information provided is true and correct to the best of my ability and knowledge.

                         2) This charter school’s nonclassroom-based instruction is conducted for and substantially dedicated to the
                            instructional benefit of the school’s students.

                         3) This charter school’s governing board has adopted and implements conflict of interest policies.


                         4) All of the charter school’s transactions, contracts, and agreements are in the best interest of the school and
                            reflect a reasonable market rate for all goods, services, and considerations rendered for or supplied to the
                            school.




                                                        Signature of Authorized Individual Representing Charter School

                                                Director
                                    Title of Authorized Individual                                                       Date




                                                                             2
                              2008-09 Nonclassroom-Based Funding Determination
                                                                                                                          (Based on prior year data. See
                                                                                 Instructions for clarification.)
        III. to Instructions, Education
SectionLinkFinancial Information
                                                                                        http://www.cde.ca.gov/49451
       Code , CA Code of Regulations:
  A. Resources Available for Expenditure
                             1. Revenues and Other Financing Sources
                                        a. Federal Revenues                                                                   $                        1,361
                                                      (i) Amount of start up, implementation and
                                                          dissemination grant(s) in 1a.                    $          -

                                       b. State Revenues                                                                      $                     986,985
                                       c. Local Revenues                                                                      $                     273,170
                                                     (i) Amount in Lieu of Property Taxes in 1c.           $    257,906
                                       d. Other Financing Sources
                                       e. Subtotal All Financing Sources *                                                    $                   1,261,516
                           2. Ending Balance from Prior Fiscal Year                                                           $                     117,613
                           3. Total Resources Available for Expenditure *                                                     $                   1,379,129
  B. Expenditures and Other Financing Uses
                           1. Instruction and Related Services
                                       a. Salaries and Benefits
                                                      (i) Certificated                                                        $                     653,230
                                                      (ii) Classified                                                         $                      52,964
                                       b. Books, Supplies and Equipment                                                       $                     280,390
                                       c. Services and Other Operating Costs
                                                      (i) Contracts for Instructional Services                                $                       9,383
                                                      (ii) Contracts for Instructional Support                                $                       3,800
                                                     (iii) All other Instruction Related Operating Costs                      $                      19,276
                                       d Subtotal Instruction and Related Services *                                          $                   1,019,042
                           2. Operations and Facilities
                                       a. Salaries and Benefits
                                                      (i) Certificated                                                        $                         -
                                                      (ii) Classified                                                         $                         -
                                       b. Books, Supplies and Equipment                                                       $                         -
                                       c. Services and Other Operating Costs                                                  $                      26,430
                                       d. Facility Acquisition & Construction                                                 $                         -
                                       e. Subtotal Operations and Facilities *                                                $                      26,430
                                       f. Allowable Facility Costs
                                                      (i) Provide Actual Square Footage occupied by
                                                          the charter school                                      2,002
                                                     (ii) Total Classroom-Based Average Daily
                                                          Attendance (if applicable) as reported at the
                                                          prior-year second apportionment (P2)                        -
                                                     (iii) Total Student Hours attended by
                                                           nonclassroom-based pupils at the school site        11,400.00

                           3. Administration and All Other Activities
                                      a. Salaries and Benefits
                                                      (i) Certificated
                                                      (ii) Classified                                                         $                      18,837
                                       b. Books, Supplies and Equipment                                                       $                       9,778
                                       c. Services and Other Operating Costs
                                                     (i) Contracts for Other Administrative Services                          $                      61,050
                                                     (ii) Supervisorial Oversight Fee                                         $                      12,063
                                                    (iii) All Other Administration & Other Activities,
                                                          Services & Operating Costs                                          $                      18,395
                                       d. Subtotal Administration and All Other Activities *                                  $                     120,123




                                                                                 3
                                    2008-09 Nonclassroom-Based Funding Determination
                                                                                                                                 (Based on prior year data. See
                                                                                      Instructions for clarification.)
       Link to Instructions, Education
                                                                                             http://www.cde.ca.gov/49451
       Code , CA Code of Regulations:
Section III. Financial Information (continued)
  B. Expenditures and Other Financing Uses (continued)
                                 4. Other Outgo and Other Financing Uses
                                            a. Debt Service                                                                           $                            7,499
                                            b. Transfer to District or County
                                            c. All Other Outgo
                                            d. Subtotal Other Outgo and Other Financing Uses *                                        $                            7,499
                                 5. Total Expenditures/Other Uses *                                                                   $                      1,173,094
  C. Excess (Deficiency) of Revenues Over Expenditures
                          1. Total Excess Revenues *                                                                                  $                         206,035
                                            a. Reserve Designated for Economic Uncertainties                                          $                          58,655
                                            b. Reserve for Facilities Acquisition or Construction
                                            c. Other Reserve                                                                          $                         147,381

Section IV. Additional Information
  1. Provide the charter school’s pupil-teacher ratio as calculated pursuant to Education Code Section 51745.6 and California Code of Regulations, Title 5,
     Section 11704.
                                          Pupil to teacher ratio does not exceed 25 to 1 or the pupil to teacher ratio of the charter school does not exceed that
              19.61          to 1         of the largest USD in county(s) served.
                                               Enter 25 to 1 or the pupil to teacher ratio of the largest unified school district in the county(ies) served by the charter.
                   25              to 1

                                               Enter the name of the largest unified school district in the county(ies) served by the charter school if not using 25 to
                                               1 as the comparison pupil to teacher ratio.
   2. Are any entities receiving $50,000 or 10% or more of the charter school's total expenditures reported in Section III,
      Lines B.1.c, B.2.c, and B.3.c?                                                                                                                  Yes

        Provide a listing of entities that received $50,000 or 10% or more of the charter school’s total expenditures reported in Section III, Lines B.1.c, B.2.c,
        and B.3.c, and the amount provided to each. Are each of the contract payments made by the charter school based on specific services rendered,
        clearly stating the fee per service rendered and invoiced accordingly? Are any of the contract payments based upon an amount per unit of average
        daily attendance or some other percentage of the charter school’s revenues, enrollment, etc.? If so, which ones?
                                                                                                                                      Payment Basis
                                                                                                                  Fee for Service
                        Entity                          Amount                    Purpose/Explanation
                                                                                                                    rendered -                    % per ADA
                                                                                                                     invoiced

   a Delta Managed Solutions, LLC               $                 61,050 Backoffice Services                            Yes                           No
   b                                                                                                                Select one                    Select one
   c                                                                                                                Select one                    Select one
   d                                                                                                                Select one                    Select one
   e                                                                                                                Select one                    Select one
    f                                                                                                               Select one                    Select one
   g                                                                                                                Select one                    Select one
   h                                                                                                                Select one                    Select one
    i                                                                                                               Select one                    Select one
    j                                                                                                               Select one                    Select one
   k                                                                                                                Select one                    Select one
    l                                                                                                               Select one                    Select one
   m                                                                                                                Select one                    Select one
   n                                                                                                                Select one                    Select one
   o                                                                                                                Select one                    Select one




                                                                                      4
                              2008-09 Nonclassroom-Based Funding Determination
                                                                                                                       (Based on prior year data. See
                                                                                Instructions for clarification.)
        IV Additional Information (continued)
SectionLink to Instructions, Education
                                                                                       http://www.cde.ca.gov/49451
       Code , CA Code of Regulations:
  3. Who are the members comprising the charter school’s CURRENT governing board (i.e. how many parents, teachers, etc)?
                                                                Selection or Representative
                     Name                   Board Position                                      Start of Term     End of Term
                                                                          Authority
   a           Brad Woodward                  President            Elected from parents         May-06            May-09
   b             Kellie Leahy               VP/Treasurer           Elected from parents         May-08            May-11
   c            Carole Porter                  Member              Elected from parents         May-06            May-09
   d             Kathy Ortiz                   Member              Elected from parents         May-08            May-11
   e
    f
   g
   h

   a In the text box below describe how and when Board members are selected.
     New Board members are elected by parents and staff at the last regular board meeting of the school year.




   b Does the charter school’s governing board have adopted and implemented conflict of interest policies and
                                                                                                                                            Yes
     procedures? If yes, please provide a copy.
   c Are any of the governing board members affiliated in any way with any of the entities reported as a response to
                                                                                                                                            No
     question 2? If yes, please provide an explanation in the text box below.




  4. In the text box below explain the reasons for the expenditures (Transfers to "Districts or County") reported in
     Section III, Line B.4.b.

     n/a


  5. List the “Other Reserves” and the amount of each reported on Line C.1.c (if applicable).
        Amount of Reserve                                                          Purpose of Reserve
      $             147,381 Special 2008-09 Budget Crisis Reserve




  6. How many full-time equivalent employees are at your school?                                                                                         11.90
     How many full-time equivalent employees at your school possess a valid teaching certificate, permit, or other
     document equivalent to that which a teacher in other public schools would be required to hold issued by the
     Commission on Teacher Credentialing?                                                                                                                  9.98
  7. Do you request exclusion for one-time special purpose funds or special consideration for 2008-09 budget                                  Yes
     reductions?
     If yes, in the text box below list any one-time special purpose funds that you wish CDE staff to consider as a mitigating factor. Include a description of
     the program, the amount of one-time special purpose funds, and whether you request the funds to be excluded from the calculation for Certificated Staff
     Costs, Instruction and Related Services Costs, or both. If requesting special consideration for 2008-09 budget reductions, please explain special
     circumstances below.
     We have set aside $147,381 of our 2007-08 ending balance as a "Special 2008-09 Budget Crisis Reserve" to cover projected funding shortfalls in the
     2008-09
     year. This is over and above our standard 5% Reserve for Economic Uncertainties. We are requesting special consideration for this Special Reserve,
     since in a normal year we would have expended these funds on instructional purposes but need to retain them to cover state-level cuts to our 2008-09
     funding.




                                                                                5
                            2008-09 Nonclassroom-Based Funding Determination
                                                                                                                   (Based on prior year data. See
                                                                            Instructions for clarification.)
      the to Instructions, Education
8. In Link space below, explain what steps are being taken to improve the academic performance of students at your school.
                                                                                   http://www.cde.ca.gov/49451
     Code , CA Code of Regulations:
   We continue to improve our focus on non-classroom-based education, and have expanded the options available to our students, including but not
   limited to additional classroom education and a wider range of course options.




9. In the text box below, feel free to provide any additional information or explanation you feel may have a material affect on our evaluation and
   recommendation. If more space is required, an additional Word document may be submitted with this form.




                                                                             6
                                    2008-09 Nonclassroom-Based Funding Determination
                                                                                               CDE Funding
                                    Recommendation and Summary Worksheet
                                         To be completed by CDE Staff (unprotected) (Based on prior year data.)
                                 Filled From School Data Provided on the Request Form (protected)**
                                                Calculated by Software (protected) *
Section I. Charter Information
**Charter School Name                               Alder Grove Charter School                                                   **Charter #                760

**CDS Code:                           12-63032-0111203                                                           **County:                      Humboldt

**Authorizing Entity:                South Bay Union Elementary School District

Type of School:                      Continuing School                                 Year of most recent prior funding determination:                  2006-07
**Years Requested:                  Three Year Request                            Duration of most recent prior funding determination:                     2 yr
**% Funding Requested:                           100%                              Percent of most recent prior funding determination:                    100%
                                                                              **Expiration of most recent prior funding determination:                   2008-09
Specify:
**Grade Levels Served:                                     K-12                                       **ADA:           186.66         **ASAM:                   No

**Date Charter Granted:                             1/12/2006                                               **Date Charter Expires:                     6/30/2011
                                                    mm/dd/yyyy                                                                                          mm/dd/yyyy
Section III. Funding Calculation
         52.42%       Percent Certificated Staff Costs*                                                                    B1a (certificated)
                                                                                                                       A1a - A1a(i) + A1b + A1c(i)

            80.78%                  Expenditures on Instruction and Related Services as a percentage of total revenue*                                          B1d

                                                                                                                                                                A1e
                                      Actual Allowable Facilities Costs*
         $13,134.00                      The lesser of B2e or [(B2fii + (B2fiii /868)) * 1000]

                                      Percent Allowable Facilities Costs*
              N/A                        Actual divided by III.A.1.e.


              N/A                    Expenditures on Instruction and Related Services including Allowable Facilities Costs *


Section IV. Additional Required Information
1.        19.61      :1         **Pupil to teacher ratio at charter school.

                                                      **Pupil to teacher ratio does not exceed 25 to 1 or the pupil to teacher ratio of the charter
               25                   :1                school does not exceed that of the largest USD in county(ies) served.



                0                                  **If using the ratio of largest USD, please specify the district .




2.            Yes                  **Are any entities identified who are receiving over $50,000 or 10% or more of the charter school's
                                    total expenditures? If “Yes”, please specify or list.
                                                                                                                                                Payment Basis

                                                                                                                                 Fee for Service
                        Entity                                    Amount                         Purpose/Explanation
                                                                                                                                   rendered -            % per ADA
                                                                                                                                     invoiced

2a.        Delta Managed Solutions, LLC                $                   61,050.00             Backoffice Services                 Yes                    No
2b.                                                     $                         -                                               Select one            Select one
2c.                                                     $                         -                                               Select one            Select one




                                                                                       7
3.           No             Are there any potential conflicts of interest or other concerns related to the governing board?
                            If “Yes”, please explain in CDE recommendation section.

4.       $206,035           **Total Excess Revenues Reported on Line C1.
          14.94%            Excess Revenue as a Percentage of Total Resources available*                              C1 / A3


5.          9.98            **Number of full-time equivalent employees at the charter school who possess a valid teaching
                            certificate, permit, or other document equivalent to that which a teacher in other public schools would be
                            required to hold issued by the Commission on Teacher Credentialing.


Calculated Funding Determination Eligibility per Regulatory Formula(s):
                              Certificated staff compensation equals or exceeds 40 percent of total public revenues and the
                              percentage calculated for Total Expenditures on Instruction and Related Services equals or exceeds
     Yes, Receive 100%
                              80 percent of total revenues (100 percent funding) and the charter school’s pupil-teacher does not
     if Ratio above is OK
                              exceed 25:1 or the equivalent pupil-teacher ratio of the largest unified school district in the county or
                              counties in which the charter school operates.*

                              Certificated staff compensation equals or exceeds 40% of total public revenues and the percentage
             No               calculated for Total Expenditures on Instruction and Related Services equals or exceeds 70% but is
                              less than 80% of total revenues (85% funding).*

                              Certificated staff compensation equals or exceeds 35% but is less than 40% of total public revenues
             No               and the percentage calculated for Total Expenditures on Instruction and Related Services equals or
                              exceeds 60% of total revenues (70% funding).*

                              Certificated staff compensation is less than 35% of total public revenues or the percentage calculated
             No               for Total Expenditures on Instruction and Related Services is less than 60% of total revenues (No
                              funding).*

Mitigating Factors to Consider in Funding Determination:
             No             The charter school is in its first year of operation.

             No             The charter school has less than 100 units of prior year, second-period average daily attendance.

            Yes             **The charter school requests exclusion of one-time special purpose funds.

                            2006 Base                     2006 Statewide                  2006 Similar
             N/A                               N/A        Rank
                                                                                    N/A   Schools Rank
                            API

                            2007 Base                     2007 Statewide                  2007 Similar Schools
             669                                 1        Rank
                                                                                    N/A   Rank
                            API

                            2008 Growth                   2007 CAHSEE                     2007 CAHSEE
             692                                          ELA % Passed                    Math % Passed
                            API


                                                          2008 CAHSEE                     2008 CAHSEE
                                                          ELA % Passed                    Math % Passed


Summary of Review and Reasons for Recommendation
     CDE Recommendation:
            100%            Percent Funding Recommended by CDE Charter School Division
             4 yr           Number of Years




                                                                     8
Recommendation Notes, Additional Comments & Explanation:
This is a continuing school with 52.42% of the school’s total public revenues expended for salaries and
benefits for all employees who possess a valid teaching certificate, permit, or other document equivalent to
that which a teacher in other public schools would be required to hold issued by the Commission on
Teacher Credentialing; and, 80.78% of the school’s total revenues expended on instruction and related
services.

The school serves grades K through 12 and has a pupil to teacher ratio of 19.61:1 and a total enrollment as
of October 2008 of 180.

Alder Grove Charter School has a 2007 API Base of 669 with a statewide rank of 1. The school's 2008 API
Growth is 692.

The Independent Auditor reported the school has no negative audit findings.

CDE recommends 100% funding for 4 years.




                                                       9

								
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