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Welcome to Charter School Orientation Program For Boards, Leaders, and Stakeholders APRIL 2016 1 Content has been developed in collaboration with the SCDE, SCPCSD, local districts, and national partners.
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Page 1: Welcome to Charter School Orientation Program For Boards ... · Orientation There is a sea of knowledge out there – catch what you can and know where to find the info you need.

WelcometoCharterSchoolOrientation

ProgramForBoards,Leaders,andStakeholders

APRIL2016

1

Content has been developed in collaboration with the

SCDE, SCPCSD, local districts, and national

partners.

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Thankyouforyourservice!

Greatcharterboardsmakegreatschoolspossibleforstudents.

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OrientationProgramPresentedbyThePublicCharterSchoolAllianceofSouthCarolinaContenthasbeendevelopedincollaborationwiththeSCDE,SCPCSD,localdistricts,andnationalpartners.

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What does the Alliance do?

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Whyareyouhere? A.   Youwanttobeanexcellentsteward

ofpublicfunds

B.  Youwanttoadvancethemissionofapubliccharterschool

C.   Youwanttoensurethecharterwillnotberevoked

D.   Youarerequiredtobeherebylaw

E.   AlloftheAbove!

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Whyareyouhere?

Referencesinthelawtoremember:

StateRequiredOrientation

Section59-40-155.Withinoneyearoftakingoffice,allpersonselectedorappointedasmembersofacharterschoolboardoftrusteesafterJuly1,2006,shallcompletesuccessfullyanorientationprograminthepowers,duties,andresponsibilitiesofaboardmemberincluding,butnotlimitedto,topicsonpolicydevelopment,personnel,instructionalprograms,schoolfinance,schoollaw,ethics,andcommunityrelations.TheorientationmustbeprovidedatnochargebytheStateDepartmentofEducationoranassociationapprovedbythedepartment.

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Whyareyouhere?Whatisyourroleasaboardmember?Tosupportthegrowthanddevelopmentofagreatschool.

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BoardOrientationAgenda•  Welcome and Why are You Here?•  What is a charter school?•  Standards of Effective Board

Governance•  Holding Productive Meetings•  Board Member Responsibilities•  Are we in Compliance with the

Law? •  Hiring for Success•  Fiscal Responsibilities and Charter

Finance•  Accountability – Student

Achievement•  Wrap Up

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HowtogetthemostoutofthisOrientationThereisaseaofknowledgeoutthere–catchwhatyoucanandknowwheretofindtheinfoyouneed.

¨  Askquestionsaswego.

¨  Understandaccordingtostatelawthistrainingistobeanorientation.AdvancedtrainingsareofferedattheSCCharterConference,Webinars,andLeadershipSummit.

¨  Gainconfidencetoaskinformedquestionsatboardmeetingsandknowwheretofindresources.

¨  Reflectonyourstrengthsandareaswhereyouneedtofocusonyourownprofessionaldevelopment.

¨  Usethisslidedeckforfuturereference.http://www.sccharterschools.org/board-training-and-elections

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TheSCDepartmentofEducationworkstoensurecompliancewiththeboardorientationprogramrequirements.Orientationprogramincludesthepowers,duties,andresponsibilitiesofaboardmemberincluding,butnotlimitedto,topicson:

ü  policydevelopment

ü  personnel

ü  instructionalprograms

ü  schoolfinance

ü  schoollaw

ü  ethics

ü  communityrelations

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You are responsible for your participation records – please complete the Evaluation Form: https://scde.formstack.com/forms/form_1__form_12

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Basedonthisorientationprogramyoushouldbeinformedoforabletodothese18items:(Ontheevaluationform)

1.  AbletounderstandthefederalandstatedefinitionsofacharterschoolandcancommunicatethepurposeofcharterschoolsinS.C.

2.  InformedaboutthelegalexpectationsforCharterboardsintheS.C.charterlaw

3.  InformedaboutthelegalexpectationsforS.C.FreedomofInformationAct

4.  Informedaboutthelegalexpectationsforadmissionofstudents(lotteryandpriority)

5.  InformedaboutthelegalexpectationsforElectionofboardmembers

6.  InformedaboutthelegalexpectationsoftheEthicsAct

7.   Awareofhowcharterboardsarestructured

8.  Abletounderstandtheroleofthegoverningboardandtheroleoftheschoolleader

9.  Abletounderstandtheimportanceofdevelopingeffectiveboardpolicies

10.  Awareofwaystoholdproductivemeetings

11.  Abletocommunicatethelegalandethicalexpectationsofboardmembers

12.  AwareofcommongovernanceproblemsfacedbycharterboardsinSouthCarolina

13.  Abletoarticulaterevenuesourcesforcharterschoolsandhowtoprepareaworkingbudget

14.  Informedaboutthecomponentsofyearlyandmonthlybudgetreports

15.  Awareoftherequirementtoconductanannualauditandhowthatprocessworks

16.  Abletodeterminehowstaffingaschoolsupportstheeducationprogramandvisionandtheboard'sresponsibilityforholdingtheschoolleaderaccountable

17.  Capableofdiscussingstudentacademicperformancedataasaboardandensuringitiscommunicatedtothepublic

18.   Abletodetermineiftheschoolisfulfillingitsmissionandvision

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WhatisaCharterSchool?AreyouabletounderstandthefederalandstatedefinitionsofacharterschoolandcanyoucommunicatethepurposeofcharterschoolsinSC?

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FederalDefinitionHowdoesthestatutedefineacharterschool?

Definitioninsection5210(1)oftheESEA,whichisasfollows:Theterm“charterschool”meansapublicschoolthat:

a)  InaccordancewithaspecificStatestatuteauthorizingthegrantingofcharterstoschools,isexemptfromsignificantStateorlocalrulesthatinhibittheflexibleoperationandmanagementofpublicschools,butnotfromanyrulesrelatingtotherequirementsinparagraphs1through12ofthisdefinition;

b)  Iscreatedbyadeveloperasapublicschool,orisadaptedbyadeveloperfromanexistingpublicschool,andisoperatedunderpublicsupervisionanddirection;

c)  Operatesinpursuitofaspecificsetofeducationalobjectivesdeterminedbytheschool’sdeveloperandagreedtobytheauthorizedpubliccharteringagency;

d)  Providesaprogramofelementaryorsecondaryeducation,orboth;e)  Isnonsectarianinitsprograms,admissionspolicies,employmentpractices,andallother

operations,andisnotaffiliatedwithasectarianschoolorreligiousinstitution;f)  Doesnotchargetuition;g) ComplieswiththeAgeDiscriminationActof1975,titleVIoftheCivilRightsActof1964,

titleIXoftheEducationAmendmentsof1972,section504oftheRehabilitationActof1973,titleIIoftheAmericanswithDisabilitiesActof1990,asamended,andpartBoftheIndividualswithDisabilitiesEducationAct;

h)   Isaschooltowhichparentschoosetosendtheirchildren,andthatadmitsstudentsonthebasisofalottery,ifmorestudentsapplyforadmissionthancanbeaccommodated;

i)  AgreestocomplywiththesameFederalandStateauditrequirementsasdootherelementaryschoolsandsecondaryschoolsintheState,unlesssuchrequirementsarespecificallywaivedforthepurposeofthisprogram;

j)  MeetsallapplicableFederal,State,andlocalhealthandsafetyrequirements;k)  OperatesinaccordancewithStatelaw;andl)  Hasawrittenperformancecontractwiththeauthorizedpubliccharteringagencyin

theStatethatincludesadescriptionofhowstudentperformancewillbemeasuredincharterschoolspursuanttoStateassessmentsthatarerequiredofotherschoolsandpursuanttoanyotherassessmentsmutuallyagreeabletotheauthorizedpubliccharteringagencyandthecharterschool.20U.S.C.7221i(1).

http://www2.ed.gov/programs/charter/fy14cspnonregguidance.doc

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Whatisacharterschool?

StateDefinition:

SECTION59‑40‑40.Definitions.

(1)A"charterschool"meansapublic,non-religious,non-home‑based,nonprofitcorporationformingaschoolthatoperatesbysponsorshipofapublicschooldistrict,theSouthCarolinaPublicCharterSchoolDistrict,orapublicorindependentinstitutionofhigherlearning,butisaccountabletotheboardoftrustees,orinthecaseoftechnicalcolleges,theareacommission,ofthesponsorwhichgrantsitscharter.Nothinginthischapterprohibitscharterschoolsfromofferingvirtualservicespursuanttostatelawandsubsequentregulationsdefiningvirtualschools.

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AllianceLingo

Charterschoolsarepublicschoolsthatareallowedthefreedomtobemoreinnovativewhilebeingheldaccountableforimprovingstudentachievement.

Wehaveincreasedautonomyinexchangeforincreasedaccountability.

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Tip: Your school should develop a common and cohesive language

used by all stakeholders.

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WhatisthepurposeofpubliccharterschoolsinSouthCarolina?

Section59‑40‑20.Thischapterisenactedto:(1)improvestudentlearning;(2)increaselearningopportunitiesforstudents;(3)encouragetheuseofavarietyofproductive

teachingmethods;(4)establishnewformsofaccountabilityfor

schools;(5)createnewprofessionalopportunitiesfor

teachers,includingtheopportunitytoberesponsibleforthelearningprogramattheschoolsite;

(6)assistSouthCarolinainreachingacademicexcellence;and

(7)createnew,innovative,andmoreflexiblewaysofeducatingchildrenwithinthepublicschoolsystem,withthegoalofclosingachievementgapsbetweenlowperformingstudentgroupsandhighperformingstudentgroups.

http://www.scstatehouse.gov/code/t59c040.php

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How is your

school meeting

this purpose?

Is your mission

still reflective of

the purpose and

intent of the act?

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TheTruePurpose–GreatGraduatesthatareCollegeandCareerReady

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� 

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SCCharterSchoolLandscapeInSouthCarolina20thAnniversaryin2016!

§ Lawsfirstenactedin1996.

§ Majorchangesin2006withcreationoftheSCPublicCharterSchoolDistrict.

§ Majorchangesin2012and2014withadditionofresearchbasedbestpractices.

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NumberofYearsSchoolshavebeenOpen

Open1-3Years 18 30.5%

Open4-6Years 18 30.5%

Open7-9Years 8 13.6%

Open10+Years 15 25.4%

AverageNumberofYearsOpen

AverageNumberofYearsOpen

6.271

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SteadyGrowth1996-CharterActSigned2006–SCPCSDAdded2012–IHEsadded

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Note:Anadditional24publiccharterschoolshaveopenedandclosed.

http://dashboard.publiccharters.org/dashboard/schools/page/overview/state/SC/year/2014

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Wherearetheschools?

19 Link to interactive map created on

Students are enrolled in virtual public charter schools in every community.

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WheredoIfitinasaboardmember?

StateLawssettheautonomyandaccountabilityofpubliccharters.ThisisdraftedandpassedbyStateLegislatorsandsignedbytheGovernor.EducationOversite

Committee,ascreatedbythelegislature,monitorseducationaloutcomes.

SCBoardofEducationcreatesrelatedregulations.

SCDepartmentofEducationcreatesguidelinesandtemplatesandsupportssponsorsandschools.

SponsoringDistrictsorHigherEdInstitutionsapproveandsponsorpubliccharterschools.Theyholdtheboardresponsiblefortheimplementationofthecharter

andcontract.

CharterSchoolBoardsgovernthecharterschoolsthroughacontractwiththesponsor.Theyareanautonomous501c3.Theyholdtheschoolleaderresponsible

forimplementingthecharterandcontract.

SchoolLeadersoverseethedaytodayoperationsofschool.

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Whoismysponsor?

•  35SchoolsLocalSponsors–16localdistricts

•  32SchoolsSCPublicCharterSchoolDistrict

•  1schoolInstitutesofHigherEducationSponsors

PublicCharterSchoolAllianceofSCProvideSupportforallCharters

SCDepartmentofEducation

ProvideGuidanceon

RegulationsandAccountability

SPONSORSOFPUBLIC

CHARTERSCHOOLS

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SponsorResponsibilities

Section59-40-55--(A)Acharterschoolsponsorshall:

(1)approvecharterapplicationsthatmeettherequirementsspecifiedinSections59‑40‑50and59‑40‑60;

(2)declinetoapprovecharterapplicationsaccordingtoSection59‑40‑70(C);

(3)negotiateandexecutesoundchartercontractswitheachapprovedcharterschool;

(4)monitor,inaccordancewithchartercontractterms,theperformanceandlegal/fiscalcomplianceofcharterschoolstoincludecollectingandanalyzingdatatosupportongoingevaluationaccordingtothechartercontract;

(5)conductorrequireoversightactivitiesthatenablethesponsortofulfillitsresponsibilitiesoutlinedinthischapter,includingconductingappropriateinquiriesandinvestigations,onlyifthoseactivitiesareconsistentwiththeintentofthischapter,adheretothetermsofthechartercontact,anddonotundulyinhibittheautonomygrantedtopubliccharterschools;

(6)collect,inaccordancewithSection59‑40‑140(H),anannualreportfromeachofitssponsoredcharterschoolsandsubmitthereportstotheDepartmentofEducation;

(7)notifythecharterschoolofperceivedproblemsifitsperformanceorlegalcomplianceappearstobeunsatisfactoryandprovidereasonableopportunityfortheschooltoremedytheproblem,unlesstheproblemwarrantsrevocationandrevocationtimeframesapply;

(8)takeappropriatecorrectiveactionsorexercisesanctionsshortofrevocationinresponsetoapparentdeficienciesincharterschoolperformanceorlegalcompliance.Theseactionsorsanctionsmayincluderequiringaschooltodevelopandexecuteacorrectiveactionplanwithinaspecifiedtimeframe;

(9)determinewhethereachchartercontractmeritsrenewal,nonrenewal,orrevocation;and

(10)providetoparentsandthegeneralpublicinformationaboutcharterschoolsauthorizedbythesponsorasanenrollmentoptionwithinthedistrictinwhichthecharterschoolislocatedtothesameextentandthroughthesamemeansasthedistrictinwhichthecharterschoolislocatedprovidesandpublicizesinformationaboutallpublicschoolsinthedistrict.Acharterschoolshallnotifyitssponsorofitsenrollmentproceduresanddatesofitsenrollmentperiodnolessthansixtydayspriortothefirstdayofitsenrollmentperiod.

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SponsorResponsibilities

Section59-40-55--Newlyadded

¨  ApproveCharters¨  Negotiatecontracts

¨  Monitor

¨  Oversight

¨  Collectreports¨  Notifycharterofperceivedproblems

¨  Takecorrectiveaction¨  Determinerenewal,nonrenewalorrevocation

¨  Providepublicinfoaboutcharterschoolopportunities

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StandardsofEffectiveBoardGovernanceWhatdoesgreatcharterboardgovernancelooklike?

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AlliancepartnerGreatBoardshasdevelopedthesestandardsofeffectiveboardgovernance.

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https://charterboards.org/assets/misc/cbp_standards_1-21-15.pdf

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Page 27: Welcome to Charter School Orientation Program For Boards ... · Orientation There is a sea of knowledge out there – catch what you can and know where to find the info you need.

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Page 28: Welcome to Charter School Orientation Program For Boards ... · Orientation There is a sea of knowledge out there – catch what you can and know where to find the info you need.

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Page 29: Welcome to Charter School Orientation Program For Boards ... · Orientation There is a sea of knowledge out there – catch what you can and know where to find the info you need.

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Page 30: Welcome to Charter School Orientation Program For Boards ... · Orientation There is a sea of knowledge out there – catch what you can and know where to find the info you need.

Must account for The performance of

Board School Leader

School Leader Teachers

Teacher Students

④  Act Strategically: Balance Between Oversight and Management

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Page 32: Welcome to Charter School Orientation Program For Boards ... · Orientation There is a sea of knowledge out there – catch what you can and know where to find the info you need.

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Page 33: Welcome to Charter School Orientation Program For Boards ... · Orientation There is a sea of knowledge out there – catch what you can and know where to find the info you need.

HoldingProductiveBoardMeetingsAreyourmeetingseffective?

Areyourmeetingsincompliancewithapplicablelaws?

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Page 34: Welcome to Charter School Orientation Program For Boards ... · Orientation There is a sea of knowledge out there – catch what you can and know where to find the info you need.

SettinganagendaforsuccessPooragenda=Poordecisions

Agendasaremeantto:§  Informmembers§  Lockinbusiness§  Alertthepublicofissuestobediscussed�

Determinewhoisinvolvedindevelopingtheagendaandthetimelineformakingitpublicandsharingwiththeboard.Theschoolleaderandboardchairshouldworkontheagendatogethertoensurethatallneededactionitemsandinformationalitemsareincluded.

Agendaitems:

§ OpenbyreadingMissionStatement

§  Bespecificwithactionitemslisted

§  Considerconsentagendaitems(Listofitemsthatarevotedoninablockinsteadofbeingvotedonindividually)�

§  SCFreedomofInformation—areyoucompliant?Makesurethepublichasbeenmadeawareofthemeetingdate,time,andlocation.

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Mission-TakeaMomenttostokethefireofyourboard’spassion.

� Withthereadingofthemissionconsideraddingaoneminutepresentationofrecentimpactrelatedtotheschool’smission–astudentsuccess,teacheraccomplishment,etc…notlong–justawaytorefocusthegroupforthenight’swork.

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BoardPacketWhatinformationneedstobeinboardpacketsorreportedattheboardmeeting?

Insteadofspendingtheentiremeetinglisteningtoandlookingatreportsputasmuchinformationasyoucanintotheboardpackets.

BoardPacketMayInclude:

�  FinanceswithEnrollmentFigures

�  AcademicAchievementData

�  Informationconcerningactionitems

�  Itemsfromanannualcalendarofcomplianceitemstobecoveredatdifferentmeetingsduringtheyear.

�  Strategicplanprogressupdates

Whendoesitneedtogoout?

Aboutaweekbeforethemeeting.Ensuretheboardmemberswillhaveenoughtimetoreviewalldocumentsneededtocometotheboardmeetingpreparedtomakeinformeddecisions.

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NoticetoSponsorofMeetingsandFreedomofInformationAct(FOIA)

AccordingtoSECTION59-40-50acharterschool

must:

§  besubjecttotheFreedomofInformationAct,includingthecharterschoolanditsgoverningbody.Aboardofdirectorsofacharterschoolshallnotifyitssponsorofanyregularmeetingoftheboardatleastforty‑eighthourspriortothedateonwhichitistooccur.

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A+ Tip Send a copy of your board meeting schedule to your sponsor at the beginning of each school year.

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FOIA-Newfor2015:PostingonWebsiteandPrintedVersionandNeeda2/3svotetoamendandafindingthatisanemergencyorexigentcircumstance.

EffectiveJune8,2015,therequirementsfornoticeandagendasofmeetingsofpublicbodieshavebeenamendedundertheFreedomofInformationAct,30-4-80.Forthefulltextofthenewlaw,pleaseclickhere.

Hereareafewimportantitems:

�  Agendasarerequiredforallregularandspecialmeetingsandmustbepostedonabulletinboardinapubliclyaccessibleplaceinthecharterschool’sadministrativeofficeormeetingplace,andprovidedtorequestingmediaandotherpersonsatleast24hoursinadvanceofthemeeting.Thisisatechnicalchange,inthatitrequiresaprintedagendaevenforregularmeetingsbepostedandavailableatleast24hoursbeforethemeeting.

�  Theagendamustalsobepostedonthepublicbody’swebsite,ifithasone.Thisisabrandnewrequirement.Notethatpostingonthewebsiteisrequiredinadditiontopostingonabulletinboardandnotifyingthemedia.

�  Onceanagendaisposted,additionalitemsmayaddedbetotheagenda(a)atleast24hoursinadvanceofthemeeting,followingthestepsoutlinedin1and2above,or(b)addedtotheagendaatthemeetinginquestionifapprovedbya2/3voteofthemembersofthegoverningbodypresentandvotingatthatmeeting.

�  Intheeventthatanitemproposedtobeaddedtoanagendawouldconstitutefinalactiononthematter,oriftheitemisoneinwhichtherehasnotbeenandwillnotbeanopportunityforpubliccommentwithpriorpublicnoticegiven(inaccordanceitems1and2above)priortofinalaction,thenthatitemmayonlybeaddedtotheagendaby(a)a2/3voteofthememberspresentandvotingand(b)afindingbythebodythatanemergencyoranexigentcircumstanceexistsiftheitemisnotaddedtotheagenda.

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Readytocallthemeetingtoorder?

Aspublicschools,charterschoolsaresubjecttotherequirementsoftheSCFOIA

¨  Meetingtakesplaceonlyifaquorumispresent

¨  Aquorumisasimplemajority

¨  Rememberboardapprovedminutesarepublicrecord

¨  OpenMeetings—allcharterboardmeetingsmustbeopentothepublicunlessthereisavalidlegalreasontogointoexecutivesession.

SCFreedomofInformationAct:http://www.scstatehouse.gov/code/t30c004.php

NonprofitAct:http://www.scstatehouse.gov/code/t33c031.php

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ReasonsforExecutiveSession–perSCFOIA

30-4-60.Meetingsofpublicbodiesshallbeopen.

EverymeetingofallpublicbodiesshallbeopentothepublicunlessclosedpursuanttoSection30-4-70ofthischapter.

30-4-70.Meetingswhichmaybeclosed;procedure;circumventionofchapter;disruptionofmeeting;executivesessionsofGeneralAssembly.

Apublicbodymayholdameetingclosedtothepublicforoneormoreofthefollowingreasons:§  Discussionofemployment,appointment,compensation,promotion,demotion,discipline,orreleaseofanemployee,astudent,orapersonregulatedbyapublicbodyortheappointmentofapersontoapublicbody;however,ifanadversaryhearinginvolvingtheemployeeorclientisheld,theemployeeorclienthastherighttodemandthatthehearingbeconductedpublicly.Nothingcontainedinthisitemshallpreventthepublicbody,initsdiscretion,fromdeletingthenamesoftheotheremployeesorclientswhoserecordsaresubmittedforuseatthehearing.

§  Discussionofnegotiationsincidenttoproposedcontractualarrangementsandproposedsaleorpurchaseofproperty,thereceiptoflegaladvicewherethelegaladvicerelatestoapending,threatened,orpotentialclaimorothermatterscoveredbytheattorney‑clientprivilege,settlementoflegalclaims,orthepositionofthepublicagencyinotheradversarysituationsinvolvingtheassertionagainsttheagencyofaclaim.

§  Discussionregardingthedevelopmentofsecuritypersonnelordevices.

§  Investigativeproceedingsregardingallegationsofcriminalmisconduct.

§  Discussionofmattersrelatingtotheproposedlocation,expansion,ortheprovisionofservicesencouraginglocationorexpansionofindustriesorotherbusinessesintheareaservedbythepublicbody.

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ExecutiveSession-WhichActionCanBeTaken?

§ Beforegoingintoexecutivesessionthepublicagencyshallvoteinpubliconthequestionandwhenthevoteisfavorable,thepresidingofficershallannouncethespecificpurposeoftheexecutivesession.Asusedinthissubsection,"specificpurpose"meansadescriptionofthemattertobediscussedasidentifiedinitems(1)through(5)ofsubsection(a)ofthissection.However,whentheexecutivesessionisheldpursuanttoSections30‑4‑70(a)(1)or30‑4‑70(a)(5),theidentityoftheindividualorentitybeingdiscussedisnotrequiredtobedisclosedtosatisfytherequirementthatthespecificpurposeoftheexecutivesessionbestated.

§ Noactionmaybetakeninexecutivesessionexceptto(a)adjournor(b)returntopublicsession.Themembersofapublicbodymaynotcommitthepublicbodytoacourseofactionbyapollingofmembersinexecutivesession.

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Whatifwehaveaquorumoutsideofaboardmeeting?

¨  FOIA:Nochancemeeting,socialmeeting,orelectroniccommunicationmaybeusedincircumventionofthespiritofrequirementsofthischaptertoactuponamatteroverwhichthepublicbodyhassupervision,control,jurisdiction,oradvisorypower.

¨  Donotconductdiscussionsoveremailoronthephone.

¨  Youcanallbeataschoolfunction.Donotconductbusinessordiscussanyboardrelatedmatters.

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Wait,whataboutSubcommittees?

(c)Subcommittees,otherthanlegislativesubcommittees,ofcommitteesrequiredtogivenoticeundersubsection(a),mustmakereasonableandtimelyeffortstogivenoticeoftheirmeetings.

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ConflictofInterest–Whendoesaboardmemberneedtorecusethemselvesfromdiscussion?

Conflict of Interest Charter schools fall under the State

Ethics Act. Board members who may benefit from an action of the board must recuse themselves from any discussion or vote regarding that action.

Implementation of Conflict of Interest– §  When a board member recuses

himself or herself they must do so in writing to the board chair. That should be included with the minutes.

§  They should not be part of the discussion either.

§  It is suggested that they leave the room.

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MakingMotions–HoldtheEmotion

¨  Priority:Setconsistentculturalnormsforyourmeetings.

¨  Howyouconductthebusinessofthemeetingshouldbealignedwiththecultureoftheschoolandshouldsetclearexpectations.

¨  RobertsRulesvs.DemocraticRulesofOrdervs.ConsensusBuilding…whatdoesyourcharter/bylawssay?DoyousayyouaredoingPolicyGovernance?

¨  Arethemotionsbeingmadeadvancingthemissionoftheschool?

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BasicRobert’sRulesofOrder

�  Encourage orderly discussion

�  Maintain order

�  Speakers remarks must be germane

�  Right to speak with no interruptions

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AdoptingaMotion

Therearesixstepsforadoptingamotion:

Step1Amembermakesamotion

Step2Amembersecondsamotion

Step3Thechairstatesthequestion

Step4Themembersdebate

Step5Themembersvote

Step6Thechairannouncesthevote

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Lotsofresourcesoutthere

48 http://www.dummies.com/how-to/content/roberts-rules-for-dummies-cheat-sheet.html

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Moreresources…somemaybetooextremeforcharterboards.Createaculturethatreflectstheschool.Sheet

http://www.jimslaughter.com/robertsrules.htm

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ManagingPublicCommentSessions

¨  Haveapolicy¨  Havesign-upprocedure¨  Limitscopeofcommentstoitemsonagenda

¨  Haveatimelimit–sticktoit

¨  Donotallowcommentstobedirectedatindividuals(individualstaff&boardmembers)�

¨  BoardChairkeepscontrol¨  Don’tallowresponsefromboardmembers:

Donotengage–Donotenrage

¨  Establishwhowillfollow-upwithindividualswhocomment

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MeetingProductivity–TheMinutes

• Aspublicschools,charterschoolsaresubjecttotherequirementsoftheSCFOIAincludingboardapprovedminutesarepublicrecord

• BuildfromtheAgendaonacomputeratthemeeting

• Calltoorderbywhomandtime• Approvalofcurrentagenda/lastminutes• Memberattendancerecorded• Discussionsummary• Motions• Recordresultsincludingnameswithhowtheyvoted

•  Includeanydocumentationofmembersrecusingthemselvesduetoaconflictofinterest.

• ExecutiveSession-NOMINUTES

Great

Minutes

Matter

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So,whatisthe“normal”lengthofaboardmeeting?

�  Aslongasyouneed…

�  Ingeneral,90minutesseemstocovermostneeds.

�  Mostschoolsmeetmonthly.Morethanonceamonthleadstomicromanagementwithboardsgoingbeyondgovernance.

�  Youngerschoolstendtoneedtomeetmorethanonceamonthpriortoopeningandthenamonthlymeetingwillusuallybeenough.

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So,whereandwhendoesthebusinessoftheboardtakeplace?

Notappropriateboardmeetinglocations:

�  NotonFacebook

�  Notinemail

�  Notonanimpromptuphonecallwithotherboardmembers

�  Notintheparkinglotbeforeandaftermeetings

�  Notincarpoolline

STOP

Yes–Wearehavingameeting.Wemeetallofthese:

�  Yes,weareinapublicspacethatwasannounced.

�  Yes,wemetallFOIArequirementsincludingthepostingofthemeeting.

�  Yes,wehaveaquorum.

GO

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TheBoardandYourResponsibilitiesasaBoardMember

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Whoisgoverningtheschool?SECTION59‑40‑40.Definitions.

Existingcharterschools:TheBoard2)Acharterschool:C)mustbeadministeredandgovernedbyagoverningbodyinamanneragreedtobythecharterschoolapplicantandthesponsor,thegoverningbodytobeselectedasprovidedinSection59‑40‑50(B)(9);FornewSchoolspriortoyourfirstelection:TheCharterCommittee(7)"Chartercommittee"meansthegoverningbodyofacharterschoolformedbytheapplicanttogovernthroughtheapplicationprocessanduntiltheelectionofaboardofdirectorsisheld.Aftertheelection,theboardofdirectorsofthecorporationmustbeorganizedasthegoverningbodyandthechartercommitteeisdissolved.

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BoardCompositionLawrequiresyourboard:Consistsofatleast7ormoremembersAllmemberstoberesidentsofthestateofSC50%haveabackgroundinK-12educationorbusinessAtleast50%areelectedbytheparentbodyandstaff.Theother50%canbeappointed.Mayhaveupto2yeartermsandmayrunformorethanoneterm.

AccordingtoSECTION59-40-50acharterschoolmust:

�  consistofaboardofdirectorsofsevenormoreindividualswiththeexactnumberspecifiedinorfixedinaccordancewiththebylaws.Membersofaboardofdirectorsmayserveatermoftwoyears,andmayserveadditionalterms.Achoiceofthemembershipoftheboardmusttakeplaceeverytwoyears.FiftypercentofthemembersoftheboardasspecifiedbythebylawsmustbeindividualswhohaveabackgroundinK‑12educationorinbusiness,andthebylawsofthecharterschoolalsomustprovideforthemannerofselectionofthesemembers.Inaddition,atleastfiftypercentofthemembersoftheboardasspecifiedbythebylawsmustbeelectedbytheemployeesandtheparentsorguardiansofstudentsenrolledinthecharterschool.Parentsorguardiansshallhaveonevoteforeachstudentenrolledinthecharterschool.AllmembersmustberesidentsoftheStateofSouthCarolina.Apersonwhohasbeenconvictedofafelonymustnotbeelectedtoaboardofdirectors.Iftheboardofdirectorsconsistsofanoddnumberofmembers,theextramembermustbeanindividualwhohasabackgroundinK‑12educationorinbusiness;

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ElectionsandAppointments

�  Theprocessforelectionsandappointmentsshouldbeclearlydefinedinthecharterandbylaws.

�  Electionsmaybedoneelectronicallyoronpaper,butisdeterminedbywhatisinthecharterandbylaws.

�  Thetermsshouldbestaggeredsoanentireboarddoesnotrotateoffatthesametime.Allboardmemberswillhavenomorethantwoyearterms,butmaybere-electedorreappointedforadditionalterms.

�  Atleastfiftypercentofthemembersoftheboardasspecifiedbythebylawsmustbeelectedbytheemployeesandtheparentsorguardiansofstudentsenrolledinthecharterschool.

�  Parentsorguardiansshallhaveonevoteforeachstudentenrolledinthecharterschool.

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Board Member Responsibilities

Eachschooldefinesthisintheirbylaws,policies,andboardexpectations.

Responsibilitiesmayinclude:þ  Regularattendanceatboard

meetingsandspecialschoolevents

þ  Participatingintrainingcoursesþ  Engaginginrespectfuldiscourse

duringperiodsofconflict

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GeneralStandardsforDirectors–Youmustactinthebestinterestofthecorporation.

SECTION33‑31‑830.Generalstandardsfordirectors.

(a)Adirectorshalldischargehisdutiesasadirector,includinghisdutiesasamemberofacommittee:

(1)ingoodfaith;

(2)withthecareanordinarilyprudentpersoninalikepositionwouldexerciseundersimilarcircumstances;and

(3)inamannerthedirectorreasonablybelievestobeinthebestinterestsofthecorporation.

(b)Indischarginghisorherduties,adirectorisentitledtorelyoninformation,opinions,reports,orstatements,includingfinancialstatementsandotherfinancialdata,ifpreparedorpresentedby:

(1)oneormoreofficersoremployeesofthecorporationwhothedirectorreasonablybelievesisreliableandcompetentinthematterspresented;

(2)legalcounsel,publicaccountants,orotherpersonsastomattersthedirectorreasonablybelievesarewithintheperson’sprofessionalorexpertcompetence;

(3)acommitteeoftheboardofwhichthedirectorisnotamember,astomatterswithinitsjurisdiction,ifthedirectorreasonablybelievesthecommitteemeritsconfidence;or

(4)inthecaseofreligiouscorporations,religiousauthoritiesandministers,priests,rabbis,orotherpersonswhosepositionordutiesinthereligiousorganizationthedirectorbelievesjustifyrelianceandconfidenceandwhothedirectorbelievesisreliableandcompetentinthematterspresented.

(c)Adirectorisnotactingingoodfaithifthedirectorhasknowledgeconcerningthematterinquestionthatmakesrelianceotherwisepermittedbysubsection(b)unwarranted.

(d)Adirectorisnotliabletothecorporation,amember,oranyotherpersonforanyactiontakenornottakenasadirector,ifthedirectoractedincompliancewiththissection.

(e)Adirectorshallnotbedeemedtobeatrusteewithrespecttothecorporationorwithrespecttoanypropertyheldoradministeredbythecorporation,includingwithoutlimit,propertythatmaybesubjecttorestrictionsimposedbythedonorortransferroroftheproperty.

(f)Anactionagainstadirectorassertingthedirector’sfailuretoactincompliancewiththissectionandconsequentliabilitymustbecommencedbeforethesoonerof(i)threeyearsafterthefailurecomplainedofor(ii)twoyearsaftertheharmcomplainedofis,orreasonablyshouldhavebeen,discovered.Thislimitationsperioddoesnotapplyifthefailuretoactincompliancewiththissectionhasbeenfraudulentlyconcealed.

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Governancev.Management

Implementationoflaw-TheCharterCommitteeservesasthegoverningboarduntilthefirstelection.Oncetheboardhashiredaschoolleadertheyholdthemaccountablefortheseitems.

(E)Achartercommitteeisresponsibleforandhasthepowerto:

(1)submitanapplicationtooperateasacharterschool,signacharterschoolcontract,andensurecompliancewithalloftherequirementsforcharterschoolsprovidedbylaw;

(2)employandcontractwithteachersandnonteachingemployees,contractforservices,anddeveloppayscales,performancecriteria,anddischargepoliciesforitsemployees.Allteacherswhethercertifiedornoncertifiedmustundergothebackgroundchecksandotherinvestigationsrequiredforcertifiedteachers,asprovidedbylaw,beforetheymayteachinthecharterschool;and

(3)decideallothermattersrelatedtotheoperationofthecharterschool,includingbudgeting,curriculum,andoperatingprocedures.

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FrameworkforSuccessTheBoardactsasone.Noindividualboardmembersactsalone. Academic

Operations

Leadership

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As a board you have one touch point with the day to day operations. You hire a school leader and they oversee the implementation of the charter.

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BoardStructure

Mustreflectyourbylaws–ifyouwanttochangeit,itmustamendbylawsandgetapprovalfromyoursponsorasitisamaterialchange.Youmaybeabletomakesomeadjustmentsthroughboardresolution.

BoardOfficers

Chairperson/PresidentViceChair/VicePresidentSecretaryTreasurer

Committees--whatisinyourbylaws?

§  BoardDevelopmentCommittee—Lookatgapsinskillsontheboard

§  FinanceCommittee

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Whoisultimatelyresponsiblefortheschool?

§ Thekeytoeffectivegovernanceliesineffectivepolicy-making.Itisnotabouttheboardcontrollingmoreorless,butcontrollingtherightthingsintherightway.

§ Theboardmustholdtheschoolleaderstrictlyaccountableforthepoliciesithasstated.

§ Theboardcannotholdtheschoolleaderaccountableforthepoliciesithasnotstated,norcanittakeonresponsibilitiesthatbelongtothestaffandadministration.

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SoundPolicyStructure

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Policy • Adopted by the Board

Related Procedures • Developed and Implemented

by Admin and Staff • Clear Work Instructions • Other Documentation

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SoundPolicyCreation

¨  Theboardassignsateamtodraftnewpolicy

¨  Whowouldbekeypeopletoinclude?

¨  Writepolicydraft

¨  Becarefulnottobetoodetailed—themeansbelongstotheadministrator.Recognizethedifferencebetweenpolicyandprocedure

¨  Asklegalcounseltoreviewifpertinent

¨  Presentpolicydrafttotheboardforapproval¨  Usesamplesandexamples,butdonotdoadopt

justanypolicy!

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PolicyGovernanceDoyoustateinyourbylawsorcharteryouwillimplementPolicyGovernance?

http://www.carvergovernance.com/model.htm

PolicyGovernanceisaspecifictrademarkedapproachtogovernance.

“Incontrasttotheapproachestypicallyusedbyboards,PolicyGovernanceseparatesissuesoforganizationalpurpose(ENDS)fromallotherorganizationalissues(MEANS),placingprimaryimportanceonthoseEnds.PolicyGovernanceboardsdemandaccomplishmentofpurpose,andonlylimitthestaff'savailablemeanstothosewhichdonotviolatetheboard'spre-statedstandardsofprudenceandethics.”

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LegalandEthicalExpectationsUpdated2015

Updated Language: Charter school boards and employees must: “(11) besubjecttotheethicsandgovernmentaccountabilityrequirementsforpublicmembersandpublicemployeesascontainedinChapter13,Title8.Forpurposesofthissubsection,employeesofthecharterschoolboardareconsideredpublicemployees.ThechartercontractinaccordancewithSection59‑40‑60(B)mustcontainastatementofassuranceofethicalcomplianceonbehalfoftheschool.”

http://www.scstatehouse.gov/sess121_2015-2016/prever/4084_20150602.htm State Ethics Act and Code of Conduct

§  No person can use their official position for economic gain for himself or family.

§  No person can use their position to influence a governmental decision. You cannot endorse candidates!

§  Link to State Ethics Act: http://www.scstatehouse.gov/code/t08c013.php

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Nepotism

SECTION8-13-750.Employment,promotion,advancement,ordisciplineoffamilymemberofpublicofficial,member,oremployee.[SCSTSEC8-13-750](A)Nopublicofficial,publicmember,orpublicemployeemaycausetheemployment,appointment,promotion,transfer,oradvancementofafamilymembertoastateorlocalofficeorpositioninwhichthepublicofficial,publicmember,orpublicemployeesupervisesormanages.(B)Apublicofficial,publicmember,orpublicemployeemaynotparticipateinanactionrelatingtothedisciplineofthepublicofficial's,publicmember's,orpublicemployee'sfamilymember.HISTORY:1991ActNo.248,§3,eff.January1,1992andgovernsonlytransactionswhichtakeplaceafterDecember31,1991.

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CommonPitfallstoAvoid

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�  Indecision–Decisionmakingparalysis

�  TooMuch,TooQuick

�  ParkingLotBoardMeetings

�  Nepotism

�  MishandlingConflict

�  FoundersSyndrome

�  LackofContinuityandInstitutionalMemory

�  PersonalAgendas�  Micromanagement

�  OverlydependentontheAdministrator

�  OverextendingAdministrators

�  FinancialMismanagement

�  LackofPolicyInfrastructure�  UnqualifiedorPoorlyQualifiedBoardMembers

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ConflictResolutionSkills

Thedefeatist:“Wetriedthatbeforeanditdidnotwork.”Askwhytheythinkitdidnotworkthenandhaveanyofthecircumstanceschanged.Dowehavedifferentresources,differentemployees,etc…?Worktowardssolutions.

Thebully:Keeptheagendatightandprovidedatasothatallboardmemberscanmakeinformeddecisions.

Thedevotedparent:

Focusonthemissionoftheschool.Cantheymakelongtermdecisionsforthegoodoftheschool?

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BoardResponsibilities:Whatyoureallyneedtoknowasaboardmember

�  Knowyourcharter–Whatdoesitsay?

�  Knowyourbylaws–Dotheyneedtobeamended?

�  Knowyourcontractwithyoursponsoringdistrict.Areyoumeetingexpectations?Isthesponsordoingwhattheycommittedto?

�  Knowwhatisontheagenda.Didyoureadtheboardpacket?

�  Knowhowyouareholdingyourschoolleaderaccountableandevaluatingthem.Aretheymeetingtheirgoalsfortheyear?

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Areweincompliancewiththelaw?Whatyouneedtoknowasaboardmember.

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SCCharterSchoolsActAlreadybeentoBoardOrientation?Significantchangesandadditionsweremadetotheactandsignedintolawin2012and2014.

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Click here to link to the law

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CharterContract

SECTION59‑40‑40.Definitions.(9)"Charterschoolcontract"meansafixedterm,renewablecontractbetweena

charterschoolandasponsorthatoutlinestheroles,powers,responsibilities,andperformanceexpectationsforeachpartytothecontract.

SECTION59‑40‑60.

(B)Acontractbetweenthecharterschoolandthesponsormustbeexecutedandmustreflectallprovisionsoutlinedintheapplicationaswellastheroles,powers,responsibilities,andperformanceexpectationsforeachpartytothecontract.Acontractmustincludetheproposedenrollmentproceduresanddatesoftheenrollmentperiodofthecharterschool.Allagreementsregardingthereleaseofthecharterschoolfromschooldistrictpoliciesmustbecontainedinthecontract.TheDepartmentofEducationshalldevelopacontracttemplatetobeusedbycharterschoolsandthesponsor.Thetemplatemustserveasafoundationforthedevelopmentofacontractbetweenthecharterschoolandthesponsor.

(C)Amaterialrevisionofthetermsofthecontractbetweenthecharterschoolandthesponsormaybemadeonlywiththeapprovalofbothparties.

Remember:

§  Thecharterapplicationremainstheguidingdocument.

§  Thecontractisthesignedagreementbetweenthetwoboards–theSponsorandtheSchool.

§  Thiswillbedevelopeduponapprovalorrenewal.

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Ithoughtwewereexemptfromstateandfederallaws?Well…

SECTION59‑40‑50.Exemption;powersandduties;admissiontocharterschool.

(A)Exceptasotherwiseprovidedinthischapter,acharterschoolisexemptfromallprovisionsoflawandregulationsapplicabletoapublicschool,aschoolboard,oradistrict,althoughacharterschoolmayelecttocomplywithoneormoreoftheseprovisionsoflaworregulations.

AccordingtoSECTION59-40-50therearecertainthingsyou

MUSTdo.

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Gotit?SameHealth,Safety,CivilRights,andDisabilityRights

AccordingtoSECTION59-40-50therearecertainthingsyouMUSTdo.

Acharterschoolmust:

§  adheretothesamehealth,safety,civilrights,anddisabilityrightsrequirementsasareappliedtopublicschoolsoperatinginthesameschooldistrictor,inthecaseoftheSouthCarolinaPublicCharterSchoolDistrictorapublicorindependentinstitutionofhigherlearningsponsor,thelocalschooldistrictinwhichthecharterschoolislocated;

§  Example:Providingschoollunchthatmeetsfederalrequirements?Doyouhaveanutritionplanpolicywithrelatedproceduresthatmeetfederalrequirements?

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Dowehavetogo180days?

AccordingtoSECTION59-40-50therearecertain

thingsyouMUSTdo.

Acharterschoolmust:

§  meet,butmayexceed,thesameminimumstudentattendancerequirementsasareappliedtopublicschools;

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A+ Tip:

Sorry – no extra money if you go extra days, but research shows it works.

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Enrollment

AccordingtoSECTION59-40-50therearecertainthingsyou

MUSTdo.

Acharterschoolmust:

(7)admitallchildreneligibletoattendpublicschooltoacharterschool,subjecttospacelimitations,exceptinthecaseofanapplicationtocreateasinglegendercharterschool.However,itisrequiredthattheracialcompositionofthecharterschoolenrollmentreflectthatofthelocalschooldistrictinwhichthecharterschoolislocatedorthatofthetargetedstudentpopulationofthelocalschooldistrictthatthecharterschoolproposestoserve,tobedefinedforthepurposesofthischapterasdifferingbynomorethantwentypercentfromthatpopulation.ThisrequirementisalsosubjecttotheprovisionsofSection59‑40‑70(D).Ifthenumberofapplicationsexceedsthecapacityofaprogram,class,gradelevel,orbuilding,studentsmustbeacceptedbylot,andthereisnoappealtothesponsor;

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Enrollment Preference:

A charter school must:

(8) not limit or deny admission or show preference in admission decisions to any individual or group of individuals, except in the case of an application to create a single gender charter school, in which case gender may be the only reason to show preference or deny admission to the school; a charter school may give enrollment priority to a sibling of a pupil currently enrolled and attending, or who, within the last six years, attended the school for at least one complete academic year. A public charter school shall give enrollment preference to students enrolled in the public charter school the previous school year. An enrollment preference for returning students excludes those students from entering into a lottery. A charter school also may give priority to children of a charter school employee and children of the charter committee, if priority enrollment for children of employees and of the charter committee does not constitute more than twenty percent of the enrollment of the charter school. In addition, a charter school located on a federal military installation or base where the appropriate authorities have made buildings, facilities, and grounds on the installation or base available for use by the charter school as its principal location also may give enrollment priority to otherwise eligible students who are dependents of military personnel living in military housing on the base or installation or who are currently stationed at the base or installation not to exceed fifty percent of the total enrollment of the charter school. This priority is in addition to the other priorities provided by this item, but no child may be counted more than once for purposes of determining the percentage makeup of each priority;

•  Single Gender•  Siblings•  Up to 20% preference to

employees and charter committee members

•  Federal Military families if located on a base (currently one school).

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RacialComposition

SECTION59‑40‑70.

(D)Intheeventthattheracialcompositionofanapplicant’sorcharterschool’senrollmentdiffersfromtheenrollmentofthelocalschooldistrictinwhichthecharterschoolistobelocatedorthetargetedstudentpopulationofthelocalschooldistrictbymorethantwentypercent,despiteitsbestefforts,theboardoftrusteesorareacommissionfromwhichtheapplicantisseekingsponsorshipshallconsidertheapplicant’sorthecharterschool’srecruitmenteffortsandracialcompositionoftheapplicantpoolindeterminingwhethertheapplicantorcharterschoolisoperatinginanondiscriminatorymanner.AfindingbytheboardoftrusteesorareacommissionthattheapplicantorcharterschoolisoperatinginaraciallydiscriminatorymannerjustifiesthedenialofacharterschoolapplicationortherevocationofacharterasprovidedinthissectionorinSection59‑40‑110,asmaybeapplicable.Afindingbytheboardoftrusteesorareacommissionthattheapplicantisnotoperatinginaraciallydiscriminatorymannerjustifiesapprovalofthecharterwithoutregardtotheracialpercentagerequirementiftheapplicationisacceptableinallotheraspects.

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Enrollment

�  (C)(1)Ifacharterschooldeniesadmissiontoastudent,thestudentmayappealthedenialtothesponsor.Thedecisionisbindingonthestudentandthecharterschool.

�  (2)Ifacharterschoolsuspendsorexpelsastudent,othercharterschoolsorthelocalschooldistrictinwhichthecharterschoolislocatedhastheauthoritybutnottheobligationtorefuseadmissiontothestudent.

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So,whatdoesthismeanforourlottery?

�  Haveclear,consistent,andtransparentenrollmentandlotteryprocedures.

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Whatelsedoweneedtoknowaboutenrollment?Addtoyourboardcalendar:Haveweinformedthedistrictofourenrollmentproceduresanddatesfornextyear?

CharterActStates

(A)Acharterschoolsponsorshall:

10)providetoparentsandthegeneralpublicinformationaboutcharterschoolsauthorizedbythesponsorasanenrollmentoptionwithinthedistrictinwhichthecharterschoolislocatedtothesameextentandthroughthesamemeansasthedistrictinwhichthecharterschoolislocatedprovidesandpublicizesinformationaboutallpublicschoolsinthedistrict.

And:

Acharterschoolshallnotifyitssponsorofitsenrollmentproceduresanddatesofitsenrollmentperiodnolessthansixtydayspriortothefirstdayofitsenrollmentperiod.

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StudentAccessto

ExtracurricularandAthleticsatResidentSchool

(b) Acharterschoolstudentiseligibletocompetefor,andifselected,participateinanyextracurricularactivitiesnotofferedbythestudent’scharterschoolwhichareofferedattheresidentpublicschoolhewouldotherwiseattend.Acharterschoolstudentiseligibletocompetefor,andifselected,participateinanactivitygovernedbytheSouthCarolinaHighSchoolLeagueofferedattheresidentpublicschoolhewouldotherwiseattendiftheleaguegovernedactivityisnotofferedatthestudent’scharterschool.

(c) Acharterschoolstudentiseligibleforextracurricularactivitiesatthestudent’sresidentpublicschoolconsistentwitheligibilitystandardsasappliedtofull‑timestudentsoftheresidentpublicschool.

(d) Aschooldistrictorresidentpublicschoolmaynotimposeadditionalrequirementsonacharterschoolstudenttoparticipateinextracurricularactivitiesthatarenotimposedonfull‑timestudentsoftheresidentpublicschool.

(e) Charterschoolstudentsshallpaythesamefeesasotherstudentstoparticipateinextracurricularactivities.

(f) Charterschoolstudentsshallbeeligibleforthesamefeewaiversforwhichotherstudentsareeligible.

Note:PleaseworkwithyourlocalschoolstomakethisapositivechangeinSouthCarolina.Iftherearegraderequirementsorotherrequirementspleaseensuredataisproperlyreleasedtotheresidentschoolinatimelymanner.

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FOIAvs.FERPAFamilyEducationRightsandPrivacyAct

§ FamilyEducationRightsandPrivacyActisafederallawthatgovernstheprivacyofstudentrecords.Appliestoallschoolsthatreceivefederalfunds.

§ AllcharterschoolsarerequiredtofollowtherequirementsofFERPAwithregardtostudentrecords.

§ Ingeneral,studentrecordscannotbedisclosedtothirdpartieswithouttheconsentoftheparent(orstudentif18orolder),exceptunderlimitedcircumstances.

§ FERPAsetsouttheexceptionstothisrule§ SchoolmustgivenoticetoparentsoftheirrightsunderFERPA-usuallyinstudentorparenthandbook.

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Know the difference!

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HiringforSuccessItisyourmission!

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PersonnelComplianceReviewwhatyourcharterandtermsofemploymentstate.

¨ At-willEmployeesTheCharterSchoolmaychoosetohireitsteachersandstaffasemployees-at-will,whichmeansthattheycanbefiredfornoreasonatallunlessthereisadiscriminatoryreasonandtheymayquitforanyreasonatallwithoutanyliability.

¨ ContractEmployeesUnderthestatute,whendetermininghiringpracticestheCharterSchoolmayadopthiringpracticesthattheschooldistrictfollows,whichmeansthattheteachersarehiredcontractuallyonayear-to-yearbasis.ThecharterschoolmayalsodecidetousethegrievanceproceduresthatareoutlinedpursuanttothestatuteunderArticle5,Chapter25ofTitle59,whichallowsateachertofollowagrievanceandterminationprocedure.Thisisnotrequiredfornon-conversionschools,butschoolsmayoptto.

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Dowehavetohireacertifiedadministrator?

AccordingtoSECTION59-40-50therearecertainthings

youMUSTdo.

Acharterschoolmust:

§  hireorcontractfor,initsdiscretion,administrativestafftooverseethedailyoperationoftheschool.Atleastoneoftheadministrativestaffmustbecertifiedorexperiencedinthefieldofschooladministration;

§  Regsgoontostatethatthepersonmusthaveatleastoneyearofadministrativeexperience.

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A+ Tip:

When hiring a school leader without SC

certification ensure they are being

mentored by a school leader with

certification and participating in trainings.

Write that into their terms of employment

and have them report progress to the

board.

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HiringforSuccess

¨ TheBoardneedstofollowthecharter’shiringproceduresalongwithapplicablelawsandcommonsense.Thisprocessmustbealignedwiththemissionandcultureoftheschool.Allinvolvedinthehiringprocessmustunderstandtheeducationalprogramandvisionoftheschool.

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Dowehavetohirecertifiedteachers?

AccordingtoSECTION59-40-50therearecertainthingsyou

MUSTdo.

Acharterschoolmust:

§  initsdiscretionhirenoncertifiedteachersinaratioofuptotwenty‑fivepercentofitsentireteacherstaff;however,ifitisaconvertedcharterschool,itshallhireinitsdiscretionnoncertifiedteachersinaratioofuptotenpercentofitsentireteacherstaff.However,ineitheraneworconvertedcharterschool,ateacherteachinginthecoreacademicareasasdefinedbythefederalNoChildLeftBehindlawmustbecertifiedinthoseareasorpossessabaccalaureateorgraduatedegreeinthesubjectheorsheishiredtoteach.Part‑timenoncertifiedteachersareconsideredprorataincalculatingthispercentagebasedonthehourswhichtheyareexpectedtoteach;

Andin

§  SECTION59‑40‑60.E)…Allteacherswhethercertifiedornoncertifiedmustundergothebackgroundchecksandotherinvestigationsrequiredforcertifiedteachers,asprovidedbylaw,beforetheymayteachinthecharterschool;

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HiringForSuccess

BoardDecisions-BenefitsDependsonfiscaldecisionsmadeattheboardlevelandwhatisinthecharter.§ StateRetirementPlan

§  Ifyouofferit-Fulltimeandparttimeemployeesparticipate

§  Onceinit,youmustremaininit§ OtherRetirementPlanoptionsmaybeattractivetoboththebottomlineandemployees

§ StateHealthPlan--Ifyouofferitallareeligibletoparticipate

§ Supplemental–Understandimpactoneducationprogram

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SchoolLeaderEvaluation

�  SchoolLeader–Itistheboard’sresponsibilitytoensurethereareclearperformanceexpectationsfortheirschoolleaderdevelopedpriortoworkcommencingforthattimeperiod.

�  SchoolLeaderevaluationsshouldbealignedtotheuniquemissionandvisionoftheschoolwithclearaccountabilityforthegoalsandobjectivesofthecharteralongwithoperationsandfinance.

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FiscalResponsibilitiesandCharterFinanceShowmetheMONEY!

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WhatdoesitmeantobeFiscallyCompliant?

Section59-40-110(C)�

(C)Achartermustbe revokedornotrenewed by the sponsor if itdeterminesthatthecharterschool:

(3) failed tomaintain its books andrecords according to generallyaccepted accounting principles orfailed to create an appropriatesystemofinternalcontrol,orboth

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AuditRequirements

Section59-40-50.(B)(3)adheretothesamefinancialaudits,auditprocedures,andauditrequirementsasareappliedtopublicschools;� Yourannualauditisnotanoption!!� KnowtheDueDates� Whoperformstheaudit?� SCDEhasaSingleAuditGuide

A+ Tip:

Please get the

audit in on time

and review it as

a board. You

paid for it. What

does it say?

Turn those into

action items.

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FundingakaRevenue

$Federal(IDEA,P&I,Title)

$State(BaseandCategorical)

$Local(NotforSCPCSDorIHEssponsoredschools)

$FeesandFundRaising

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TheFundingManualandFinancial

AccountingHandbook

Revenues

&Expenditures

Becomefamiliarandknowwhatfundingtheschoolisentitledto.

LinktoManuals

§  https://ed.sc.gov/finance/financial-services/manual-handbooks-and-guidelines/

Student Accountability Manual Pupil Accounting Manual PCS Manual Funding Manuals

§  Programmaticspendingguidelines§ Salaries(100)§ FringeBenefits(200)§ PurchasedServices(300)§ Supplies/Materials(400)§ CapitalOutlay(500)

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BaseFundingforCharterSchoolStudents

SCPCSDandIHEs

FullBaseStudentCost–forthisyearestimatedtobe$2220.00

PlusSustainableFundingLine–BrickandMortar-$3600perstudent–totalbase$5820perpupilVirtual-$1900perstudent–totalbase$4120perpupilTotalincreasewasabout$12millionandgrowthisexpectedtobeaboutthesamethisyear.

LocalDistrictsBasedonpreviousyear’sauditedrevenuesofsponsordistrict’sgeneraloperatingfund÷numberofweightedpupilunitsinthedistrictfromthe135daycountofthepreviousyear

Averageacrossthestatewasis$6100in2015

Note:Whenthebaseiscutmidyear–Locallysponsoredschoolsarecutthatyearandthenext.

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BaseFunding

Weighs

byCategories

AllStudents(K-12) 1.00

TrainableMentallyHandicapped 2.04

Speech 1.90

Homebound 1.00

EmotionallyHandicapped 2.04

EducableMentallyHandicapped 1.74

LearningDisabled 1.74

Hearing 2.57

Visual 2.57

OrthopedicallyHandicapped 2.04

Autism 2.57

ResidentialTreatment 2.10

CareerandTechnology 1.29

FY15Changes

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AddOnWeighting

Gi$edandTalented

+0.15 Gi$edandtalentedstudentsarestudentswhoareclassifiedasacademicallyorar6s6callygi$edandtalentedorwhoareenrolledinAdvancedPlacement(AP)andInterna6onalBaccalaureate(IB)coursesinhighschool.

AcademicAssistance

+0.15 Studentsinneedofacademicassistancearestudentswhodonotmeetstatestandardsinmathema6cs,Englishlanguagearts,orbothonstateapprovedassessmentsingrades3through12.Theaddi6onalweightgeneratesfundsneededtoprovideaddi6onalinstruc6onalservicestothesestudents.

LimitedEnglishProficiency

+0.20 StudentswithlimitedEnglishproficiencyarestudentswhorequireintensiveEnglishlanguageinstruc6onprogramsandwhosefamiliesrequirespecializedparentalinvolvementinterven6on.

PupilsinPoverty +0.20 StudentsinpovertyarestudentseligibleforthefreeorreducedpriceFederallunchprogramand/orareeligibleforMedicaid.

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Howtheweightingswork

ChildA

5800basefundingx1.90Speech+.20PiP=$12,180

ChildB

5800basex1.0base+.15GT+.20ELL=$7,830

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EnrollmentImpactsCashFlow

§  BaseFundingisdistributed1/12oftotaleachmonthandadjustedbasedonyourAverageDailyMembership(ADM)andWeightedPupilUnits(WPU)

§  TheFundingwillbeproratedreflectingthestudentsandtheirweightingsforthedaysenrolledattheschool.

§  Adjustmentsaremadebasedon:§  5thdayofschoolADMshouldadjustfundingforgrowingschools

§  Adjustmentfor45th-daycomesinDecemberorJanuary’scheck.

§  Adjustmentfor135th-daycomesinMayorJune’scheck.

§  Documentationandcodingofstudentsiscritical

§  DoNOToverestimatestudentsinyourbudget

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FiscalManagement:Revenue

Questionstheboardshouldbeasking

§ Isourbasefundingcorrectlyreflectingourenrollment?

§ Whatisouractualv.ourbudget?

§ Isourdatacorrect?

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State

CategoricalFunding

¨  ReadingCoaches¨  Technology¨  Vocational¨  ProfessionalDevelopment

¨  AtRiskStudentFunding¨  TeacherSupplies

¨  NationalBoard¨  K-8ScienceKits¨  FormativeAssessments

¨  Lottery¨  EducationLicensePlates

Education Improvement Act

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FederalCategoricalFunding

� IDEAisspecialeducationdollars.� Titledollarsaretriggeredbystudentspopulation.� Mostfederalfundingisbasedonreimbursement–Youmustspendfirst,thengetreimbursed.� Claimsmustbeaccurateandcomplete.� Youaresubjecttofederalauditsandreviewsofdocuments.

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FAQs-FeesCheckoutmoreFAQsathttp://www.sccharterschools.org/faq-s

Q:Canapubliccharterschoolchargeanapplicationfee?

A:No.Publiccharterschoolscannotchargeanapplicationfeepriortothelottery.Mandatinganapplicationfeehasthepotentialtoexcludecertainfamilies,thussettingbarriersforacceptance/enrollment.

Q:Canapubliccharterschoolnotenrollorremoveachildiftheirparent/guardianisunwillingorunabletopayafee?

A:Schoolsmaychargeareasonableclassroomresourcefeeoranactivityfeesimilartothelocaldistrict,butcannotdenyenrollmenttostudentswhoseparentsorguardianswhocannotpayorareunwillingtopay.Studentswhoqualifyforfreelunchcannotberequiredtopayfeesandstudentswhoqualifyforreducedlunchmaypayreducedfees.FromtheCharterAct:

(d)maynotchargetuitionorotherchargespursuanttoSection59-19-90(8)exceptasmaybeallowedbythesponsorandiscomparabletothechargesofthelocalschooldistrictinwhichthecharterschoolislocated;

http://www.scstatehouse.gov/getfile.php?TYPE=CODEOFLAWS&TITLE=59&CHAPTER=40

EducationStatute59-19-90(8)

��(8)Chargematriculationandincidentalfees.Chargeandcollectmatriculationandincidentalfeesfromstudents;however,regulationsorpoliciesadoptedbytheboardregardingchargesandcollectionsmusttakeintoaccountthestudents'abilitytopayandmustholdthefeetoaminimumreasonableamount.Feesmaynotbechargedtostudentseligibleforfreelunchesandmustbereducedprorataforstudentseligibleforreducedpricelunches;

http://www.scstatehouse.gov/getfile.php?TYPE=CODEOFLAWS&TITLE=59&CHAPTER=19

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MonthlyBudgetReport

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MonthlyBudgetReport

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MonthlyBudgetReport

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BudgetWorkshop

Tips

§ Reviewgoalsandobjectivesofcharter.Wherearetheregapsinachievement?Researchwhereyoucanhavethemostimpact.

§ Lookatyourhistoricaldataandprojectedgrowth

§ Considerinvolvingateamofadministrators,boardmembers,andeducators.

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FiscalManagement-Expenditures

�  Staffing—Accountfor65-67%oftotalexpenditures

�  Facilities—generallyabout20%portionofyourexpenditures

�  Instructional—allocatedfundstoweightedclassificationsmustbespentasdirectandindirectaidtothosewhogeneratedthosefunds.

�  Administration–needstobealignedwithotherschools.IRSchecks.

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NoData=NoMoney

$$$ADM

AverageDailyMembership

WPU

WeightedPupilUnits

PCSProfessionalCertified

Staff

SPEDSpecialEducation

CodingPIP

PupilsinPoverty–TiedtoFederalTitleFundsandStateAdd-

On

AddOnandCategoricalTriggers,CATE,Giftedand

Talented,AcademicAssistance,etc…

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This documents the importance of your data clerk – not a minimum wage job. They control your bottom line.

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EstablishSoundFiscalPolicies

InternalFiscalControls

Asystemofpoliciesandproceduresthatprotecttheassetsofanorganization,createreliablefinancialreporting,promotecompliancewithlawsandregulations,andachieveeffectiveandefficientoperations.

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EstablishInternalFiscalControls

� Budgeting� CashReceipts(Cash,Checks,Teachers,Fundraisers,Athletics)�� Deposits� PettyCash� Disbursements� Payroll� FixedAssets� ElectronicDataProcessing� AuditReady365daysayear

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FiduciaryResponsibilities

�  SoundFiscalpoliciesandmanagement

�  Realisticandaccuratebudgetcreation�  Closeoversightbymultipleparties

�  Makeadjustmentswhennecessary

�  Alwaysaskquestions—NEVERassumeabsoluteexpertise

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StandardsofNoncompliance

�  Failuretomonitorandunderstandbudget

�  Failuretoaccountforspending�  Failuretoasktheimportantquestions

�  Failuretomakecriticalfinancialdecisions

�  Deferraloffiduciaryresponsibility�  Lackoftimelyannualaudit

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CategoricalFundsandInventory

¨  Distributionofcategoricalfundswithin10days

Section59-49-140(D)Afterreceiptoffederalorstatecategoricalaidfunds,sponsorsshall,withintenbusinessdays,supplytothecharterschooltheproportionalshareofeachcategoricalfundforwhichthecharterschoolqualifies.Ifthesponsorfailstodoso,theDepartmentofEducationmayfinethesponsoranamountequivalenttothewithheldamounts.Finesimposedmustberemittedtothecharterschoolfromwhichtheamountswerewithheld.

Youcanfindthemonthlypaymentstodistrictshere:

http://ed.sc.gov/finance/financial-services/payment-information/monthly-payments-to-districts/

¨  Keepfixedassetinventory(e)issubjecttothesamefixedassetinventoryrequirementsasaretraditionalpublicschools.

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ExemptfromPropertyTaxifschoolisRentingorOwning

�  H4871providespropertytaxexemptionforchartersrentingfromfor-profitlandlords.

�  http://www.scstatehouse.gov/sess120_2013-2014/prever/4871_20140520.htm

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Fundraising–Whoisresponsible?

� Whocreatedthebudget?

� Whocameupwiththatamount?

�  Isitreasonable?�  Isthereacoordinatedfundraisingplan?� WhoiscoordinatingthePTO,boosterclub,studentfundraisers?

�  Arerevenueprojectionsandexpendituresalignedtoreflectrealitymonthly/quarterly?

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Raffles–Doyouwanttotakeachance?

RafflesareNOWlegal,butthereisalotofpaperworktofilloutbeforeyoustartsellingthoseraffletickets.

�  TheSClegislaturehasratifiedaconstitutionalamendmenttoallownonprofitorganizationstoconductrafflesinthestateofSCbeginningApril4,2015.Beforeyoustartraffling,pleasereadtheintelhere:http://www.sos.sc.gov/Raffles

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The990:YourSchool’sequivalentofa“TaxReturn”fortheIRSandstakeholders

�  TheIRSformfor501c3s

�  Typicallydoneatthesametimeasyouraudit.

�  SearchablePublicRecordwithallboardmembernamesonitforever.

�  All990sarestoredatGuidestar.org

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YourRoleontheboard-Building

CapacityofyourCharterSchoolwhileavoidingpossibleclosure.

§ Beexcellentstewardsofpublicfunds.§ Allocateresourcesresponsiblyandalignedwiththemissionoftheschool.

§ Understandyourbudget–haveabalancedbudget

§ Maintainadequatecashflow§ Demonstratecompliancewithstate/federallawsregardingfunding

§ Createclearsystemsofchecksandbalances.

§ Maintainauditablefinancialrecords§ FinancialViabilityisaMUST!

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Accountability–StudentAchievementStudentachievementdatashouldbedrivingdecisionmakingfromtheclassroomtotheboardroom.

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AnnualReportingRequirementsBoardsshouldusethisreportaswell.

Section 59-40-140

(H) A charter school shall report to its sponsor and the Department of Education any change to information provided under its application. In addition, a charter school shall report at least annually to its sponsor and the sponsor shall compile those reports into a single document which must be submitted to the department. The Department of Education shall develop a template to be used by charter schools for this annual report. The report shall provide all information required by the sponsor or the department and shall include, at a minimum,:

(1) the number of students enrolled in the charter school from year to year;

(2) the success of students in achieving the specific educational goals for which the charter school was established;

(3) an analysis of achievement gaps among major groupings of students in both proficiency and growth;

(4) the identity and certification status of the teaching staff;

(5) the financial performance and sustainability of the sponsor’s charter schools; and

(6) board performance and stewardship including compliance with applicable laws.

https://ed.sc.gov/districts-schools/school-choice-innovation/charter-schools-program/

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PerformanceManagement

Knowwhatyourschoolisbeingheldaccountableforin:

§ Thecharter§ Thecontract§ Theperformanceframework§ Stateandfederalrequirements

Whatinformationtoyouwantreportedatyourboardmeetingsorinyourboardpackets?

"Theactofdefiningwhatisworthmeasuringcomes

downtodefiningmission."TheStrategicManagementofCharterSchools:FrameworksandToolsfor

EducationalEntrepreneurs,2011.

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Istheschoolfulfillingitsmission?

�  Doestheboardhavetheinformation,data,andskillstodetermineiftheschoolisfulfillingitsoriginalmissionandvision?

�  Istheschoolmeetingthegoalsandobjectivesinthecharter,contract,andperformanceframework(hopefullythosealign)?

� Whatachievementgapsexistattheschool?Andwhatisbeingdonetoclosethem?

�  Howistheleadercommunicatingthisinformationwiththeboardatmeetingsorintheboardpackets?

�  Howisacademicachievementinformationbeingsharedwiththepublic?

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CompliancewithEducationalPrograms

¨ Fromthemomentacharterschoolapplicationisapproved,itsleadersenterintoapact,providingaccountabilityforhighstudentachievementinexchangeforautonomy.

¨ Beproactiveaboutamendingyourcharterifneeded.

¨ HaveclearaccountabilityonhowSpecialEducationservicesarebeingprovidedatyourschool.Thedistrictscanprovideservices,fundingoracombinationofboth.EnsureyourschoolleaderisproperlystaffingorcontractingtomeettheneedsoftheIEPs.

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AlignmentwithStateStandards

�  NewStandards–Howwilltheybeadopted.Ismoneybudgeted?

� Whatistheannualprocesstoalignwithanychanges?

�  Isitatextbookadoptionyear?Areweusingstateadoptedtextbooksand/orpurchasingothercurriculumrelatedresources?

�  LinktoSCAcademicStandardsandPractices:https://ed.sc.gov/agency/se/Instructional-Practices-and-Evaluations/

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StateTestingPrograms

StateAssessments…stillchanging

ThirdthroughEighthGrade

¨ SCREADYEnglishLanguageArtsandmath

¨ SCPASSinSocialStudiesandScience.

HighSchool

¨ All11thGraderswilltakeWorkKeysandACT

¨ EOC–EndofCourseExams.

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StateTestingandtheBoard

� AsummaryofStateTestingshouldbegiveninreportformtotheBoardasdatabecomesavailable.

� SCreceivedawaiverfromtheUSDepartmentofEducation3yearsago.ThismovedschoolsfromAYP(adequateyearlyprogress)tothelettergradingsystem.

� AreviewofTheStateofSouthCarolinaAnnualSchoolReportCardshouldbedonewhenissued.Availablehere:http://ed.sc.gov/data/report-cards/

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Howistheboardusingdata?

� Whatcouldyourbudgetworkshoplooklikeifyouhadaccesstodatathathelpedyouprioritizewhereyouneedtoallocateresources?

�  Howhaveyouproactivelyshiftgearsmid-yeartobetteraddressneeds?

� Whatdatadoyouneedasaboard?

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CommunityRelations:Howisacademicachievementinformationbeingsharedwiththepublic?

¨  Areyoutellingyourstory?

¨  Ifyouaren’t,whois?¤  GreatSchools-http://www.greatschools.org¤  StateReportCards-http://ed.sc.gov/data/report-

cards/¤  DisgruntledparentsonFacebook

¨  Yourschoolneedstohaveacommunityrelationsplanandsomeonespecificallytaskedwithcommunications–engaginginternalstakeholdersandexternalstakeholders.

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StateTestingandPublicRelations

PublicRelations:� PositiveData-Articulatetothepublichowwelltheschoolisdoingbasedontestingresultsandschoolreportcard.Usetheseasyourmarketingtools.

� DatawithroomforImprovement–Beabletoexplainthesolutionsyouarebringingtothetabletoimprovestudentachievement.Beabletodocumentgrowthwithyourbenchmarkdata.

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Wrapup

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AmendingYourCharter

�  Thecharterismeanttobeafluiddocumentthatneedstobeamendedfromtimetotimetostaycurrent.

�  Anyamendmentsneedtobeapprovedbythecharterboardandthesponsorboard.

�  AllamendmentsmustbesubmittedtotheSCDE.

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CharterRenewal

§ Chartercontractsarefor10yearsinSouthCarolina§ Atimetoreflectonsuccessesandchallenges

§ Redraftorupdateyourcharterandcontract.§ SubmitanychangestoyourcharterdocumenttoSCDE.

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Revocation(C) Achartermustberevokedornotrenewedbythesponsorifitdeterminesthatthecharterschool:

(1) committedamaterialviolationoftheconditions,standards,performance expectations, or procedures provided for in thecharterapplicationorcharterschoolcontract,orboth;

(2) failed to meet the academic performance standards andexpectations as defined in the charter application or charterschoolcontract,orboth

(3) failed to maintain its books and records according togenerally accepted accountingprinciples or failed to create anappropriatesystemofinternalcontrol,orbothor

(4) violatedanyprovisionoflawfromwhichthecharterschoolwasnotspecificallyexempted.

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Revocation

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(D) A sponsor summarilymay revoke any charter schoolthat is determined by the sponsor to pose an imminentthreatofharmtothehealthorsafetyofstudents,orboth,basedondocumentedandclearandconvincingdata.

(E) Any charter school shall automatically andpermanentlycloseattheconclusionoftheschoolyear inwhich the school first becomes subject to automaticclosure for receiving the lowest performance level ratingasdefinedby the federalaccountability system for threeconsecutive years beginning with student achievementdata from the 2013-2014 school year.The determinationofclosureisconsideredfinal. Automaticclosureshallnotapply toanycharter school servingfiftypercentormorestudentswithdisabilitiesoranycharterschooldesignatedasanAlternativeEducationCampus (AEC)by itssponsorasoutlinedinSection59‑40‑111.

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FinalReasonforRevocation:Operatinginaraciallydiscriminatorymanner

SECTION59‑40‑70.

(D)Intheeventthattheracialcompositionofanapplicant’sorcharterschool’senrollmentdiffersfromtheenrollmentofthelocalschooldistrictinwhichthecharterschoolistobelocatedorthetargetedstudentpopulationofthelocalschooldistrictbymorethantwentypercent,despiteitsbestefforts,theboardoftrusteesorareacommissionfromwhichtheapplicantisseekingsponsorshipshallconsidertheapplicant’sorthecharterschool’srecruitmenteffortsandracialcompositionoftheapplicantpoolindeterminingwhethertheapplicantorcharterschoolisoperatinginanondiscriminatorymanner.AfindingbytheboardoftrusteesorareacommissionthattheapplicantorcharterschoolisoperatinginaraciallydiscriminatorymannerjustifiesthedenialofacharterschoolapplicationortherevocationofacharterasprovidedinthissectionorinSection59‑40‑110,asmaybeapplicable.Afindingbytheboardoftrusteesorareacommissionthattheapplicantisnotoperatinginaraciallydiscriminatorymannerjustifiesapprovalofthecharterwithoutregardtotheracialpercentagerequirementiftheapplicationisacceptableinallotheraspects.

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AlphabetSoupTheAcronymsofEducation

�  FAPE–FreeandAppropriatePublicEducation�  FERPA–FederalEducationalRightsandPrivacyAct�  FMLA–FamilyandMedicalLeaveAct

�  FOIA–FreedomofInformationAct

�  FTE–FullTimeEquivalent

�  FBA–FunctionalBehavioralAssessment

�  IDEA–IndividualswithDisabilitiesEducationAct

�  IEP–IndividualizedEducationPlan�  OCR–OfficeofCivilRights

�  OCTP–OfficeofCareerandTechnicalPreparation

�  OSF-OfficeofSchoolFacilities

�  PCSASC–PublicCharterSchoolAllianceofSouthCarolina�  SCDE–SouthCarolinaDepartmentofEducation

�  SCPCSD–SouthCarolinaPublicCharterSchoolDistrict

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OnemoreA+AdvocacyThemostimportantadvocacyyoucando:

Developahighlyeffectivepubliccharterschoolthatisfulfillingthemissionandclosingachievementgaps.

Withoutthatwecannothaveconversationsaboutequitablefundingorfacilities.

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AreYou:

¨  Beingexcellentstewardsofpublicfunds?Areyouusingresourceswisely?

¨  Advancingthemissionofyourschool?Creatingaculturethatwillsustainandadvancethemissionofyourschoolforyearstocome?

¨  Stayingcompliantwithallfederal,state,non-profitandcharterlaws?

¨  Balancinggovernancev.managementwithschoolleadership?

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EventsandTraining:

LeadershipSummit

April12-13

Columbia,SC

16thAnnualCharterConference

Nov16-17

Columbia,SC

AdvancedBoardTrainingOpportunities:

Fundraising

PolicyDevelopment

LeaderEvaluation

StrategicPlanning

Self-EvaluationTools

SchoolLeaderEvaluationSupport

CharterRenewal

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Forregistrationinformationvisitwww.SCCharterSchools.org

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Questions?

¨  Pleasecompletetheevaluationformthatisemailedtoyouoryoudownloadonlineontheboardwebpage.

¨  Findtheslidesandformhere:http://www.sccharterschools.org/board-training-and-elections

¨  [email protected]

[email protected]

800-691-7133

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Thankyouforyourservice!Greatcharterboardsmakegreatschoolspossibleforstudents.

PleaseCompletetheEvaluationFormforYourRecords:https://scde.formstack.com/forms/form_1__form_12


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