Florida Member Managed Operating Agreement

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Florida Member Managed Operating Agreement Powered By Docstoc
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            School Name:
            Date of Review
            Application Requirement                                        Florida Statute 1002.33 Requirement

            EDUCATIONAL PLAN                                               (2) Guiding Principles; Purpose; and (7)(a)1 The school's mission, the students to be served, and the ages and grades to be included.
            Mission, Guiding Principles and Purpose
            Provide the mission statement for the proposed charter
            school

CONCERNS


CONCERNS


QUESTIONS

                                                                        (2)(a) Charter Schools in Florida shall be guided by the following principles; and (6)(a)1 Demonstrates how the school will use the guiding principles
            Describe how the school will utilize the Guiding Principles and meet the statutorily defined purposes of a charter school




            Describe how the school will meet the Prescribed               (2)(b) Charter schools shall fulfill the following purposes
            Purposes for charter schools




            Describe how the charter school will fulfill, if applicable,   (2)(c ) Charter schools may fulfill the following purposes
            the Optional Purposes of charter schools
REVIEW
COMMENTS

CONCERNS


QUESTIONS

            Target Population and Student Body

            Describe the anticipated target population to be served                                          (10)(e) A charter school may limit the enrollment process only to target the following student populations:…

REVIEW
COMMENTS




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CONCERNS


QUESTIONS

            Provide the following for each year of proposed          (7)(a)1 The school's mission, the students to be served, and the ages and grades to be included. (6)(b)2 In order to ensure fiscal responsibility, an application for a charter
            operation: the grades that the school will serve, the    school shall include a full accounting of expected assets, a projection of expected sources and amounts of income, including income derived from projected student
            number of students to be served in each grade, the       enrollments and from community support, and an expense projection that includes full accounting of the costs of operation, including start-up costs.
            number of students expected in each class, and the total
            number of students enrolled
REVIEW
COMMENTS

CONCERNS


QUESTIONS

            Describe the plan and methods the school will employ to The Quality Education Act; S. 1003.03
            comply with Florida's constitutional class size
            requirements
REVIEW
COMMENTS

CONCERNS


QUESTIONS

            Educational Program Design
                                                                   (7)(a)2 The focus of the curriculum, the instructional methods to be used, any distinctive instructional techniques to be employed, and identification and acquisition of
            Describe the educational philosophy and/or approach of appropriate technologies needed to improve educational and administrative performance which include a means for promoting safe, ethical, and appropriate uses of
            the proposed school, including a description of the    technology which comply with legal and professional standards. The charter shall ensure that reading is a primary focus of the curriculum and that resources are provided
            instructional methods to be used                       to identify and provide specialized instruction for students who are reading below grade level. The curriculum and instructional strategies for reading must be consistent
                                                                   with the Sunshine State Standards and grounded in scientifically based reading research.
REVIEW
COMMENTS

CONCERNS


QUESTIONS

            Describe the research base on the educational
            philosophy and/or approach
REVIEW
COMMENTS

CONCERNS


QUESTIONS




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            Describe how the educational philosophy and/or
            approach align with the school's mission
REVIEW
COMMENTS

CONCERNS


QUESTIONS

            Explain why the educational philosophy and/or approach   (7)(a)4 The methods used to identify the educational strengths and needs of students and how well educational goals and performance standards are met by students
            are appropriate for and likely to result in improved   attending the charter school. The methods shall provide a means for the charter school to ensure accountability to its constituents by analyzing student performance data
            educational performance for the school's target             and by evaluating the effectiveness and efficiency of its major educational programs. Students in charter schools shall, at a minimum, participate in the statewide
            population                                                                                                             assessment program created under s. 1008.22.

REVIEW
COMMENTS

CONCERNS


QUESTIONS

            If the school intends to replicate an existing school design:

            Provide evidence that the existing design has been
            effective and successful in raising student achievement.

REVIEW
COMMENTS

CONCERNS


QUESTIONS

            Describe the applicant’s capacity to replicate an existing
            school design.
REVIEW
COMMENTS

CONCERNS


QUESTIONS


            Curriculum Plan
            If the curriculum is already developed:




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            Describe the school's curriculum in the core academic            (6)(a)2 Provides a detailed curriculum plan that illustrates how students will be provided services to attain the Sunshine State Standards (7)(a)2 The focus of the
            areas, illustrating how it will prepare students to achieve  curriculum, the instructional methods to be used, any distinctive instructional techniques to be employed, and identification and acquisition of appropriate technologies
            Sunshine State Standards - for high school students, the needed to improve educational and administrative performance which include a means for promoting safe, ethical, and appropriate uses of technology which comply with
            proposed curriculum must describe the "areas of interest        legal and professional standards. The charter shall ensure that reading is a primary focus of the curriculum and that resources are provided to identify and provide
            for majors"                                                 specialized instruction for students who are reading below grade level. The curriculum and instructional strategies for reading must be consistent with the Sunshine State
                                                                                                                               Standards and grounded in scientifically based reading research.
REVIEW
COMMENTS

CONCERNS


QUESTIONS

                                                                       (6)(a)4 Describes the reading curriculum and differentiated strategies that will be used for students reading at grade level or higher and a separate curriculum and strategies
            Describe the school's reading curriculum, providing
                                                                       for students who are reading below grade level. A sponsor shall deny a charter if the school does not propose a reading curriculum that is consistent with effective teaching
            evidence that reading is a primary focus and that there is
                                                                       strategies that are grounded in scientifically based reading research.
            a curriculum and set of strategies for students reading at
            grade level or higher and a separate curriculum and
            strategy for students who are reading below grade level

REVIEW
COMMENTS

CONCERNS


QUESTIONS

            Explain how exceptional students and students who
            enter the school below grade level will be engaged in and
            benefit from the curriculum
REVIEW
COMMENTS

CONCERNS


QUESTIONS

                                                                     (7)(a)4 The methods used to identify the educational strengths and needs of students and how well educational goals and performance standards are met by students
            Describe how the effectiveness of the curriculum will be attending the charter school. The methods shall provide a means for the charter school to ensure accountability to its constituents by analyzing student performance data
            evaluated                                                and by evaluating the effectiveness and efficiency of its major educational programs. Students in charter schools shall, at a minimum, participate in the statewide
                                                                     assessment program created under s. 1008.22.
REVIEW
COMMENTS

CONCERNS


QUESTIONS

            If the curriculum is to be developed:




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            Describe the plan for development of the school's            (6)(a)2 Provides a detailed curriculum plan that illustrates how students will be provided services to attain the Sunshine State Standards (7)(a)2 The focus of the
            curriculum in the core academic areas, illustrating how it   curriculum, the instructional methods to be used, any distinctive instructional techniques to be employed, and identification and acquisition of appropriate technologies
            will prepare students to achieve Sunshine State              needed to improve educational and administrative performance which include a means for promoting safe, ethical, and appropriate uses of technology which comply with
            Standards                                                    legal and professional standards. The charter shall ensure that reading is a primary focus of the curriculum and that resources are provided to identify and provide
                                                                         specialized instruction for students who are reading below grade level. The curriculum and instructional strategies for reading must be consistent with the Sunshine State
                                                                         Standards and grounded in scientifically based reading research.
REVIEW
COMMENTS

CONCERNS


QUESTIONS

            Describe the school’s reading curriculum, providing        (6)(a)4 Describes the reading curriculum and differentiated strategies that will be used for students reading at grade level or higher and a separate curriculum and strategies
            evidence that reading is a primary focus and that there is for students who are reading below grade level. A sponsor shall deny a charter if the school does not propose a reading curriculum that is consistent with effective teaching
            a curriculum and set of strategies for students reading at strategies that are grounded in scientifically based reading research.
            grade level or higher and a separate curriculum and
            strategy set for students who are reading below grade
            level.
REVIEW
COMMENTS

CONCERNS


QUESTIONS

                                                                     (7)(a)4 The methods used to identify the educational strengths and needs of students and how well educational goals and performance standards are met by students
            Describe how the effectiveness of the curriculum will be attending the charter school. The methods shall provide a means for the charter school to ensure accountability to its constituents by analyzing student performance data
            evaluated.                                               and by evaluating the effectiveness and efficiency of its major educational programs. Students in charter schools shall, at a minimum, participate in the statewide
                                                                     assessment program created under s. 1008.22.
REVIEW
COMMENTS

CONCERNS


QUESTIONS


            Student Performance, Assessment and Evaluation

                                                                         (7)(a)3 The current incoming baseline standard of student academic achievement, the outcomes to be achieved, and the method of measurement that will be used. The
            State the school’s educational goals and objectives          criteria listed in this subparagraph shall include a detailed description of: a. How the baseline student academic achievement levels and prior rates of academic progress
            indicating how much academic improvement students            will be established. b. How these baseline rates will be compared to rates of academic progress achieved by these same students while attending the charter school. c. To
            are expected to show each year, how success will be          the extent possible, how these rates of progress will be evaluated and compared with rates of progress of other closely comparable student populations. (6)(a)3 Contains
            evaluated, and the specific results to be attained.          goals and objectives for improving student learning and measuring that improvement. These goals and objectives must indicate how much academic improvement students
                                                                         are expected to show each year, how success will be evaluated, and the specific results to be attained through instruction.

REVIEW
COMMENTS




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CONCERNS


QUESTIONS



            Identify the school’s promotion standards.



            If the school will serve secondary students, describe the
                                                                        (7)(a)5 In secondary charter schools, a method for
            methods that will be used to determine if a student has
                                                                        determining that a student has satisfied the
            satisfied the requirements for graduation in accordance
                                                                        requirements for graduation in s. 1003.43.
            with s. 1003.43.
                                                                       s. 1003.43; and (16)(a)2 A charter school shall operate in
                                                                       accordance with its charter and shall be exempt from all
            Identify the range of assessments that the school will use statutes in chapters 1000-1013. However, a charter
            to measure and monitor student performance.                school shall be in compliance with the following statutes
                                                                       in chapters 1000-1013:
                                                                       2. Those statutes pertaining to the student assessment
                                                                       program and school grading system.
                                                                       (7)(a)4 The methods used to identify the educational
                                                                       strengths and needs of students and how well
            Describe how baseline achievement data will be             educational goals and performance standards are met by
            collected and used.                                        students attending the charter school. The methods shall
                                                                       provide a means for the charter school to ensure
                                                                       accountability to its constituents by analyzing student
                                                                       performance data and by evaluating the effectiveness
                                                                       and efficiency of its major educational programs.
            Describe how student assessment and performance data Students in charter schools shall, at a minimum,
            will be used to evaluate and inform instruction.           participate in the statewide assessment program created
                                                                       under s. 1008.22. (21)(b)2 The charter school shall
                                                                       report the information in subparagraph 1. to each parent
                                                                       of a student at the charter school, the parent of a child
            Describe how student assessment and performance            on a waiting list for the charter school, the district in
            information will be shared with students and parents.      which the charter school is located, and the governing
                                                                       board of the charter school. This paragraph does not
            Exceptional Students




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Describe how the school will comply with state and
federal requirements for serving students with
disabilities, including the procedures that will be utilized
for identifying students with special needs, developing
Individualized Education Plans and 504 plans, and
providing a full range of services.




                                                           (10)(f) Students with handicapping conditions and
                                                           students served in English for Speakers of Other
                                                           Languages programs shall have an equal opportunity of
Identify the staffing plan for the school’s special        being selected for enrollment in a charter school.; and
education program, including the number and                (16)(a)3 A charter school shall operate in accordance
qualifications of staff.                                   with its charter and shall be exempt from all statutes in
                                                           chapters 1000-1013. However, a charter school shall be
                                                           in compliance with the following statutes in chapters
                                                           1000-1013:
Describe how the school’s effectiveness in serving special 3. Those statutes pertaining to the provision of services
education students will be                                 to students with disabilities.
evaluated.




Gifted and Talented Students:




Describe how the school will serve gifted and talented
students.




Describe the school’s effectiveness in serving gifted and
talented students will be evaluated.




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English Language Learners




Describe how the school will comply with state and             (10)(f) Students with handicapping conditions and
federal requirements for serving English language              students served in English for Speakers of Other
learners, including the procedures that will be utilized for   Languages programs shall have an equal opportunity of
identifying such students and providing support services.      being selected for enrollment in a charter school.
                                                               (16)(a)3 A charter school shall operate in accordance
                                                               with its charter and shall be exempt from all statutes in
Identify the staffing plan for the school’s English            chapters 1000-1013. However, a charter school shall be
language learner program, including the number and             in compliance with the following statutes in chapters
qualifications of staff.                                       1000-1013:
                                                               3. Those statutes pertaining to the provision of services
                                                               to students with disabilities.



School Climate and Discipline



Describe the school’s daily schedule and annual calendar, (9)(m) A charter school shall provide instruction for at
including the annual number of days and hours of          least the number of days required by law for other public
instructional time.                                       schools and may provide instruction for additional days.


                                                            (7)(a)7 The admissions procedures and dismissal
                                                            procedures, including the school's code of student
Describe the school’s philosophy regarding student          conduct. (7)(a)11 A description of procedures that
behavior.                                                   identify various risks and provide for a comprehensive
                                                            approach to reduce the impact of losses; plans to ensure
                                                            the safety and security of students and staff; plans to
                                                            identify, minimize, and protect others from violent or
                                                            disruptive student behavior; and the manner in which
Describe the school’s Code of Conduct, including the        the school will be insured, including whether or not the
school’s policies for discipline, suspension, dismissal and school will be required to have liability insurance, and, if
recommendation for expulsion.                               so, the terms and conditions thereof and the amounts of
                                                            coverage.
ORGANIZATIONAL PLAN



Governance




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                                                                (7)(a)15 The governance structure of the school,
Describe how the school will be governed, including             including the status of the charter school as a public or
documentation of legal structure (i.e. Certificate of           private employer as required in paragraph (12)(i). (12)(i)
Incorporation).                                                 A charter school shall organize as, or be operated by, a
                                                                nonprofit organization. A charter school may be
Provide an organizational chart for the school and a            (9)(g)2 In order to provide financial information that is
narrative description of the chart. Clearly describe the        comparable to that reported for other public schools,
proposed reporting structure to the governing board and         charter schools are to maintain all financial records that
the relationship of the Board to the school’s leader and        constitute their accounting system: 2. At the discretion
Provide a description of the responsibilities and
                                                                of the charter school governing board, a charter school
obligations of the governing board as a whole, individual
                                                                may elect to follow generally accepted accounting
members, and officers of the board.
                                                                standards for not-for-profit organizations, but must
Describe the policies and procedures by which the               reformat this information for reporting according to this
governing board will operate, including board powers            paragraph. (h) The governing board of the charter school
and duties; board member selection, removal                     shall annually adopt and maintain an operating budget.;
procedures and term limits; code of ethics, conflict of         (i) The governing body of the charter school shall
interest, and meeting schedule.                                 exercise continuing oversight over charter school
Explain how the founding group for the school intends to
transition to a governing board.                                operations.; (j)1-4 The governing body of the charter
                                                                school shall be responsible for: 1. Ensuring that the
Describe the plans for board member recruitment and
                                                                charter school has retained the services of a certified
development, including the orientation process for new
                                                                public accountant or auditor for the annual financial
members and ongoing professional development.
                                                                audit, pursuant to s. 1002.345(2), who shall submit the
List each of the proposed members of the school’s               report to the governing body. 2. Reviewing and
governing board, indicating any exofficio members and           approving the audit report, including audit findings and
vacant seats to be filled. For each proposed member,            recommendations for the financial recovery plan. 3.a.
provide a brief description of the person’s background          Performing the duties in s. 1002.345, including
that illuminates the contribution he/she intends to make        monitoring a corrective action plan. b. Monitoring a
through service as a governing board member and any             financial recovery plan in order to ensure compliance. 4.
office of the board that individual holds.                      Participating in governance training approved by the
                                                                department which must include government in the
Explain how parents and the community will be involved
                                                                sunshine, conflicts of interest, ethics, and financial
in the governance of the school.
If the school is filing the application in conjunction with a   responsibility. (k)1-4 The governing body of the charter
college, university, museum, educational institution,           school shall report its progress annually to its sponsor,
another nonprofit organization or any other partner,            which shall forward the report to the Commissioner of
provide the following information:                              Education at the same time as other annual school
Name of the partner organization.                               accountability reports. The Department of Education
                                                                shall develop a uniform, online annual accountability
Name of the contact person at the partner organization
                                                                report to be completed by charter schools. This report
and that person’s full contact information.
                                                                shall be easy to utilize and contain demographic
A description of the nature and purpose of the school’s         information, student performance data, and financial
partnership with the organization.                              accountability information. A charter school shall not be
An explanation of how the partner organization will be          required to provide information and data that is
involved in the governance of the school.                       duplicative and already in the possession of the


Management




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                                                           (7)(a)9 The financial and administrative management of
Describe the management structure of the school.           the school, including a reasonable demonstration of the
Include job descriptions for each administrative position  professional experience or competence of those
and teacher that identify key roles, responsibilities and  individuals or organizations applying to operate the
accountability.                                            charter school or those hired or retained to perform such
                                                           professional services and the description of clearly
Outline the criteria and process that will be used to      delineated responsibilities and the policies and practices
select the school’s leader and the process by which the needed to effectively manage the charter school. A
school leader will be evaluated.                           description of internal audit procedures and
Provide a staffing plan for each year of the charter term. establishment of controls to ensure that financial
                                                           resources are properly managed must be included. Both
Explain the school’s plan for recruitment, selection,
                                                           public sector and private sector professional experience
development and evaluation of staff.
                                                           shall be equally valid in such a consideration. (7)(a)14
Education Service Providers
If the school intends to enter into a contract with an
Education Service Provider:
Describe the services to be provided by the ESP.
Provide a draft of the proposed contract between the
school and the ESP including, at a minimum, proposed
services, performance evaluation measures, fee
structure, renewal and termination provision, and terms

                                                            (7)(a)9 The financial and administrative management of
                                                            the school, including a reasonable demonstration of the
Explain why the ESP was selected, including what due        professional experience or competence of those
diligence efforts were conducted to inform the selection. individuals or organizations applying to operate the
                                                            charter school or those hired or retained to perform such
                                                            professional services and the description of clearly
                                                            delineated responsibilities and the policies and practices
                                                            needed to effectively manage the charter school. A
Explain the ESP’s roles and responsibilities for the        description of internal audit procedures and
financial management of the proposed charter school, if establishment of controls to ensure that financial
applicable, and the internal controls that will be in place resources are properly managed must be included. Both
to guide this relationship.                                 public sector and private sector professional experience
Explain how the governing board will ensure that an
                                                            shall be equally valid in such a consideration.
“arm’s length,” performance-based relationship exists
between the governing board and the ESP.
Provide a summary of the ESP’s history, including its
educational philosophy and background and experience
of senior management.
Provide a list of other schools with which the ESP has
contracts, including contact information and student and
financial performance data of such schools.
Employment
                                                         (5)(b)1c. The sponsor may approve a charter for a
Explain the school’s compensation plan, including
                                                         charter school before the applicant has identified space,
whether staff will be publicly or privately employed.
                                                         equipment, or personnel, if the applicant indicates
Describe the personnel policies and procedures to which approval is necessary for it to raise working funds.
staff will be required to adhere, including expectations (7)(a)14 The qualifications to be required of the teachers
for participation in the school’s professional           and the potential strategies used to recruit, hire, train,
development program.                                     and retain qualified staff to achieve best value. (7)(a)15




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Parent and Community Support and Partnerships
Describe how the school will involve parents in its
operations.
Describe any community partnerships.
Outline the methods that will be used for resolving
disputes between parents and the school.
Student Recruitment and Enrollment
Describe the plan for recruiting students, including
strategies for reaching the school’s targeted populations (7)(a)7 The admissions procedures and dismissal
and those that might otherwise not have easy access to procedures, including the school's code of student
information on available educational options.             conduct. (7)(a)8 The ways by which the school will
                                                          achieve a racial/ethnic balance reflective of the
Explain how the school will achieve a racial/ethnic       community it serves or within the racial/ethnic range of
balance reflective of the community it serves or with the other public schools in the same school district.
racial/ethnic range of other local public schools.
                                                            (10)(b) The charter school shall enroll an eligible student
                                                            who submits a timely application, unless the number of
                                                            applications exceeds the capacity of a program, class,
Describe the school’s enrollment policies and               grade level, or building. In such case, all applicants shall
procedures, including an explanation of the enrollment have an equal chance of being admitted through a
timeline, criteria and/or any preferences for enrollment, random selection process.; (d) A charter school may give
and lottery process.                                        enrollment preference to the following student
                                                            populations:; (e) A charter school may limit the
                                                            enrollment process only to target the following student
                                                            populations... and all of (10)
Explain any student and/or family contracts that will be
used as a requisite for initial and continued enrollment in
the school. Describe if and how the school will enforce
such contracts.
BUSINESS PLAN
Facilities
If the site is secured:
Describe the proposed facility, including location, size
and layout of space.
Describe the actions that will be taken to ensure the
facility is in compliance with applicable laws, regulations
and policies and is ready for the school’s opening.

Explain the anticipated costs for the facility, including
renovation, rent, utilities and maintenance and identify,
if applicable, any funding sources (other than state and (5)(b)1c. The sponsor may approve a charter for a
local funding) that will be applied to facilities-related charter school before the applicant has identified space,
costs.                                                    equipment, or personnel, if the applicant indicates
                                                          approval is necessary for it to raise working funds.
                                                          (7)(a)13 The facilities to be used and their location.
Describe the back-up facilities plan.                     (16)(a)5 (a) A charter school shall operate in accordance
                                                          with its charter and shall be exempt from all statutes in
                                                          chapters 1000-1013. However, a charter school shall be
If the site is not secured:
                                                          in compliance with the following statutes in chapters
                                                          1000-1013:
                                                          5. Those statutes pertaining to student health, safety,
                                                          and welfare.; and (18)(a) A startup charter school shall
                                                          utilize facilities which comply with the Florida Building
                                                                                                          Page 11
                                                          Code pursuant to chapter 553 except for the State of 13
                                                          Requirements for Educational Facilities. Conversion
                                                          charter schools shall utilize facilities that comply with the
                                                               approval is necessary for it to raise working funds.
                                                               (7)(a)13 The facilities to be used and their location.
                                                               (16)(a)5 (a) A charter school shall operate in accordance
                                                                                           70e3e8f5-1d20-4bfe-95b4-81c9ce29ce78.xls
                                                               with its charter and shall be exempt from all statutes in
                                                               chapters 1000-1013. However, a charter school shall be
                                                               in compliance with the following statutes in chapters
                                                               1000-1013:
                                                               5. Those statutes pertaining to student health, safety,
Explain the school’s facility needs, including desired         and welfare.; and (18)(a) A startup charter school shall
location, size, and layout of space.                           utilize facilities which comply with the Florida Building
                                                               Code pursuant to chapter 553 except for the State
                                                               Requirements for Educational Facilities. Conversion
                                                               charter schools shall utilize facilities that comply with the
                                                               State Requirements for Educational Facilities provided
                                                               that the school district and the charter school have
                                                               entered into a mutual management plan for the
                                                               reasonable maintenance of such facilities.; and all of (18)
Provide an estimate of the costs of the anticipated
facility needs and describe how such estimates have
been derived.




Explain the strategy and schedule that will be employed
to secure an adequate facility.
Describe the back-up facilities plan.
Transportation and Food Service
Describe the school’s plan for transportation, including       (20)(c) Transportation of charter school students shall be
any plans for contracting services.                            provided by the charter school consistent with the
Describe the school’s plan for food services, including        requirements of subpart I.E. of chapter 1006 and s.
any plans for contracting services.                            1012.45. The governing body of the charter school may
Budget
Provide an operating budget covering each year of the          (6)(a)5 Contains an annual financial plan for each year
requested charter term that contains revenue                   requested by the charter for operation of the school for
projections, expenses and anticipated fund balances.           up to 5 years. This plan must contain anticipated fund
                                                               balances based on revenue projections, a spending plan
Provide a start-up budget (i.e. from the date on which
                                                               based on projected revenues and expenses, and a
the application is approved to the beginning of the first
                                                               description of controls that will safeguard finances and
fiscal year of operation) that contains revenue
                                                               projected enrollment trends.
projections, expenses and anticipated fund balance.
Provide a detailed narrative description of the revenue
and expenditure assumptions on
which the operating and start-up budget are based.
Explain the school’s spending priorities.                      (6)(b)2 In order to ensure fiscal responsibility, an
Provide monthly cash flow projections for the school’s         application for a charter school shall include a full
start-up period (i.e. from the date on which the               accounting of expected assets, a projection of expected
application is approved to the beginning of the first fiscal   sources and amounts of income, including income
year of operation) and each year of the requested              derived from projected student enrollments and from
charter term.                                                  community support, and an expense projection that
Describe the school’s fundraising plan. Report on the          includes full accounting of the costs of operation,
current status of any fundraising efforts, including           including start-up costs.
verification of any fundraising monies reported in the
school’s start-up or operating budgets.
Financial Management and Oversight




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Describe who will manage the school’s finances and how       (6)(a)5 Contains an annual financial plan for each year
the school will ensure financial resources are properly      requested by the charter for operation of the school for
managed.                                                     up to 5 years. This plan must contain anticipated fund
Describe the financial controls, including an annual audit   balances based on revenue projections, a spending plan
and regular board review of financial statements, which      based on projected revenues and expenses, and a
will be employed to safeguard finances and projected         description of controls that will safeguard finances and
enrollment trends.                                           projected enrollment trends. (7)(a)9 The financial and
Describe the method by which accounting records will be
                                                             administrative management of the school, including a
maintained.
                                                             reasonable demonstration of the professional
Describe how the school will store student and financial
                                                             experience or competence of those individuals or
records.
                                                             organizations applying to operate the charter school or
Describe the insurance coverage the school will obtain,      (7)(a)11 ...the manner in which the school will be
including applicable health, worker’s compensation,          insured, including whether or not the school will be
general liability, property insurance and director’s and     required to have liability insurance, and, if so, the terms
officer’s liability coverage.                                and conditions thereof and the amounts of coverage.
Action Plan
                                                             (7)(a)16 A timetable for implementing the charter which
Present a timetable for the school’s start-up.               addresses the implementation of each element thereof
                                                             and the date by which the charter shall be awarded in
                                                             order to meet this timetable.
Statutorial Requirements
                                                             (6)(a) A person or entity wishing to open a charter school
Model charter application used?                              shall prepare and submit an application on a model
                                                             application form prepared by the Department of
                                                             Education…
                                                             (6)(a)6. Documents that the applicant has participated in
                                                             the training required in subparagraph (g)2. A sponsor
Addendums submitted (table of contents)?                     may require an applicant to provide additional
                                                             information as an addendum to the charter school
                                                             application described in this paragraph.

                                                       (6)(g)2. A charter school applicant must participate in
                                                       the training provided by the Department of Education
                                                       before filing an application. However, a sponsor may
                                                       require the charter school applicant to attend training
                                                       provided by the sponsor in lieu of the department's
                                                       training if the sponsor's training standards meet or
Evidence that the appropriate people have attended the
                                                       exceed the standards developed by the Department of
DOE new applicant training?
                                                       Education. The training shall include instruction in
                                                       accurate financial planning and good business practices.
                                                       If the applicant is a management company or other
                                                       nonprofit organization, the charter school principal and
                                                       the chief financial officer or his or her equivalent must
                                                       also participate in the training.




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Description: Florida Member Managed Operating Agreement document sample