Connections

New Century Public Charter School

 

Detailed Implementation Plan

Revised 6/6/05

Originally presented for approval to the Hawai`i State Board of Education March 1, 2000
New Century Public Charter School Detailed implementation Plan

(Act 62, SLH 1999)

 

I.          Overview:  Provide a brief overview describing the proposed charter school in no more than three (3) pages.  Include descriptive information that will provide reviewers with a context for understanding what the school is hoping to accomplish, as well as how it plans to accomplish the goals.

1)      Describe the purpose vision, mission, beliefs and general goals of the proposed charter school.

2)      Describe how parents and other members of the community were involved in the design of the charter school

3)      Converting to Charter School Status – Not Applicable

 

 

Great teachers create within their own sphere of influence

an understanding of greatness and a desire within their students to excel.

When coupled with parental and community engagement, learning becomes a relevant and exciting process that benefits everyone.

 

I. (1)

Vision: To establish and sustain a community, business, and learning ‘ohana (family). Within this framework, inquiry and project-based curricula will stress independent thinking, development of the individual’s mind and talents, cooperative learning, sense of self within the neighborhood and the world-wide community with particular attention to the precious and unique environment of Hawaii, both as an island ecology and a place where ethnic diversity is the norm.

Mission: Our mission is to create an ‘ohana which is conducive to the recognition and development of individual talents. Thematic and experiential learning experiences are provided which focus on how students construct knowledge using creative and critical thinking. A forum for the development of the ability to recognize and differentiate a quality result or product is offered. Classroom experiences are connected to real life experiences so that students can grow in the understanding of themselves in relation to their community and the world.

Outcomes/goals: Instruction is guided by five powerful student-centered goals. Students demonstrate mastery through exhibitions, successful projects, and demonstrations of content mastery. The focus is on fully informing and preparing students for their future, particularly in fostering careers that sustain the economy on this island.

 

Goal 1 – Caring, Responsible Community Members: Students shall develop their abilities to become responsible members of a family, work group, or local/global community within the framework of democracy.

Goal 2 - Creative, Critical Thinkers: Students will think creatively, critically, and strategically to make effective decisions, solve problems, and achieve goals in their academic, personal and social lives, in and out of school.

Goal 3 - Effective Communicators: Students will write, speak and listen effectively in a variety of situations for a variety of audiences and purposes.

Goal 4 - Users and Producers of Technology: Student will understand, use, and evaluate technologies as well as produce new innovative uses and applications in a variety of contexts for a variety of audiences and purposes including academic, personal and social.

Goal 5 - Stewards of Hawaii’s Unique Environment: Students will understand a variety of eco-systems, natural energy flows and the natural environment in order to preserve and design systems to renew natural resources and habitats.

 

I. (1 & 2)        

Connections” New Century Public Charter School (CPCS) began as the result of a joint effort between parents, community members and educators to create a school, for the children of the Mountain View, Volcano, Glenwood, South Kurtistown, and other communities surrounding the geographical area of Mountain View.   Based on the highly successful school-within-a-school program at Mountain View Elementary School, Mountain View, Hawai`i, CPCS was established to move the school-within-a-school to its next logical level and to provide additional enhanced educational opportunities, community involvement and local decision making.

 

CPCS is a K-12 school serving the educational needs of students and families who select to enroll their children in an innovative, community-based school of choice.  The school opened in August of 2000 for grades K-6 with 164 students located on the Mountain View Elementary campus.  The following year, the school moved to the Kress Building in Hilo and expanded to a K-12 program.  Inadequate fiscal support forced CPCS to reduce their program to a K-8 school for the 2002-2003 school year.  The school expanded their middle school program during the 2004-2005 school year to include 9th graders.  The purpose of CPCS has remained consistent throughout the years.  The school provides options for families to be engaged in the overall educational program and to increase the capacity of the community to meet the varying needs of their students in the following ways:

¨      To establish a small school serving the full range students, explicitly designed to foster a high degree of personalized instruction aligned with the Hawai`i Content Standards and authentic pedagogy. 

¨      To establish a school where ongoing learning and continuous improvement are the norm for the whole school – for adults as well as students. 

¨      To create a small family of learners, an Ohana, where children stay together with their teachers and establish stable relationships.

 

Open to all students, who by parental choice wish to attend, CPCS focuses its resources and efforts on the refinement and management of the established and highly successful curricula developed by the Curriculum Research and Development Group (CRDG) at the University of Hawaii, Manoa. Based on research and the successful practices of the current program, CPCS also addresses the different intelligences (Gardener’s Multiple Intellengences) and follows widely accepted research that curricula should be presented in many different forms to reach children who learn in many different ways.

 

CPCS serves a heterogeneous grouping of students including but not limited to:

¨      Students who are gifted

¨      Students who are diagnosed learning challenged

¨      Students who are determined to be “at-risk”

¨      Accelerated students

 

CPCS adheres to the philosophy that all instructional strategies need to revolve around the concept and practice of engaged learning.  Instructional methods that support engaged learning focus on preparing students to be problem-solvers able to use information and not just remember it. Assessment is aligned with the state Content Standards as well as performance-based assessments integrated into all learning experiences.  The teaching staff uses the findings to develop a multidimensional approach to assessment that is comprised of standardized tests, written teacher assessments, written technology assessments, demonstrations, exhibitions, and other articulations with the Hawai`i Content Standards.  Additionally, CPCS adopted the DOE/BOE "Images of Success" which include:

¨      Standards-Based Learning – System wide Implementation of Hawaii Content and

Performance Standards; Quality Curriculum; Quality Instruction; and Quality

Assessment and Evaluation.

¨      Quality Student Support -- High Expectations for Student Learning and

Behavior; Caring and Respectful Learning and Working Relationships; and Safe,

Healthy, and Supportive Physical Learning Environment.

¨      Professionalism and Capacity of System -- High Performance Expectations;

Quality Pre-Service Training and Professional Development; Effective Programs

for Recruitment, Selection, Placement, and Retention; and Quality Performance

Evaluation System.

¨      Focused and Sustained Action -- Clear Vision: Standards-Based Education;

Goals and Priorities; Goals-Driven Plans and Budget; Sustained Action;

Assessment of Performance; and Evaluation of Goals.

¨      Coordinated Team Work -- Coordinated Initiatives and Support Services for

Standards-Based Education; Collaborative Group Work and Effective Systems

Communication; Supportive Organizational Structure; Organizational Functions:

Defined Roles and Responsibilities; and Governance: Defined Lines of Authority

and Responsibility.

¨      Responsiveness of System -- Responsiveness to Customers; Genuine Engagement

and Collaboration; Openness to Diversity; and Effective Communication

 

The desire for this unique and innovative charter school was originally evidenced by a waiting list for Connections school-within-a-school program at Mountain View Elementary School when it was allowed to be a program of choice.  The school continues to have a substantial waiting list every year.

 

CPCS uses a variety of alternative approaches designed to meet the individual needs of students. A mentoring model was designed to addresses the needs of educationally at risk students at both ends of the cognitive spectrum.  An individualized and small group delivery model has been designed to address the needs of the behaviorally at risk students.  A continuous progress model addresses the needs of students when they are in project-based experiential learning situations.

CPCS links student needs with sound educational practices, flexibility of structure, and freedom from select curricula mandates that bring time constraints and inhibit learning. An integration of current and emerging technologies, based on research and models of best practice across the nation, provides CPCS students a relevant hands-on learning community.  Specifically, a constructivist model of learning and a local systems design have been demonstrated as appropriate to address the learning needs of the student population.  This provides for:

¨      Individualization of instruction as appropriate

¨      Student mastery of clearly defined knowledge, skill, and content standards

¨      Student and parental choice as evidenced by their selecting the charter school

¨      Focus on student work realized through the interactive nature of technology and constructivist learning

 

CPCS shares significant values with our surrounding communities.  One such value is the importance of home and school partnerships in the education process and the role of nurturing education in preparing students for success in the future.  This charter school has become an integral part of all aspects of East Hawai`i local communities, sharing a variety of facilities, services and professional development opportunities. 

 

CPCS has established a system of informing the general public, community groups, and individual schools about the emerging school and its innovative CRDG programs.  These include press releases, mass mailings to community based organizations and summer teacher education institutes funded by the U.S. Department of Education.  Additionally, electronic mail and web site notices have been posted on a regular basis to keep communities, schools, and parents informed regarding breaking news and developments.

 

As evidenced by the composition of the Local School Board, there have been significant efforts to encourage community interest and involvement through a wide diversity of organizations. CPCS will continue to expand its outreach efforts and technical assistance to community based-organizations.

 

 

II.                A Description of Administrative and Educational Frameworks: A description of the administrative and educational framework which provides for the basic protection of employees and their reasonable academic freedoms. [Section 302A-B(c)(1)]

A.     Describe the Charter School’s Administrative Framework.

B.     Describe the Charter School’s Educational Framework.

C.     Describe how these Frameworks provide for basic protection of employees and their reasonable academic freedoms. 

 

 

II.  Overview

The CPCS Local School Board administers the affairs of the charter school and has and may exercise all powers authorized by charter school statute in Hawai`i. CPCS is managed on a day-to-day basis by a director who also facilitates the educational programs. 

 

In accordance with federal mandates for a high degree of local control over fiscal matters, CPCS’s administrative framework reflects the strong intent by the part of the community to maintain local autonomy over programs, business management, and procurement and audit activities. (See Figure #1 for Administrative Structure.)

II (A) Administrative Framework Policy and Procedure

It is the policy of CPCS to seek and employ the best-qualified personnel without regard to race, religion, color, creed, national origin, citizenship, age, sex, marital status, or disability. It is further this organization's policy to ensure equal opportunity for the advancement of staff members and equal treatment in the areas of upgrading, training, promotion, transfer, layoff, and termination.

 

Upon employment by CPCS, all employees are required to complete any and all necessary financial forms and benefit applications as deemed necessary by the Director of Operations or by his or her designee.  Employment qualifications as stated by an employee or prospective employee on an employment application or related information may be verified, and falsification of such information may jeopardize an employee's standing with this organization or a prospective employee's likelihood of being hired.

 

Employees may be hired as regular full-time employees, and as such will be placed on the organization's payroll, will be eligible for all benefits as described in this administrative framework and in adherence to collective bargaining agreements.

 

The organization also may hire part-time staff. Part-time staff is those who are employed for less than 40 hours per workweek. Time off work without pay for part-time employees may be granted by the Director of Operations or his or her designee.

 

The Director of Operations may at any time, but for specified reasons, adjust the salary, benefits (excluding any benefits required by law to be provided), leave accruals, titles, privileges or other personnel policies for any employee either upwards or downwards in accordance with any applicable collective bargaining agreements. Additionally, within any applicable collective bargaining agreement, adjustments to employee status may be based upon, but in no way are restricted to, promotions, demotions, changes in job duties, disciplinary actions, and performance adjustments.

 

An employee who is absent for a period of at least twenty-one (21) consecutive work hours (three days) without notifying the Director of Operations will be considered to have resigned without giving the required two-week notice. Such resignations shall be effective on the initial date of absence. The determination of unauthorized absence will be made by the Director of Operations.


An employee who wishes to resign is required to give to the Local School Board or the Director of Operations in writing, a minimum of two weeks notice prior to the desired resignation date, unless an exception is made by the Director of Operations.

 

Regular full-time employees who resign in accordance with the provisions of this section may be provided with compensation in accordance with applicable collective bargaining agreements. If an employee fails to give a minimum of two weeks notice prior to the desired resignation date, that employee may forfeit compensation for any unused accrued vacation leave in accordance with applicable collective bargaining agreements.


All employees serve at the will of the Local School Board, and the authority to terminate an employee is vested with the Board or its designee, in accordance with any applicable collective bargaining agreements and may include but is in no way limited to a decision based upon a violation of any of the policies, procedures, regulations, or restrictions set forth.

 

All employees are required to work the number of required hours each day and/or week as stated in their collective bargaining agreement or as stipulated by the Director of Operations and/or the Local School Board.      

 

No time used for any personal endeavor within the workday is to be counted towards the daily or weekly minimum work hour requirements. Further, any employee wishing to engage in such personal activities must receive the prior approval of the Director of Operations or his or her designee.

 

Time sheets may be required to be maintained by any employee. At the end of each pay period or as otherwise provided by in applicable collective bargaining agreements, or as approved by the Director of Operations, each employee may be required to complete and sign a time sheet recording the hours worked during that pay period. Each staff member should sign their time sheet certifying its validity, and should submit it in a timely fashion to the Director of Operations or his or her designee.

 

Use of any type of leave is to be entered on an employee's time sheet in accordance with the provisions of the policies of the Local Board.

 

BENEFITS: PAID LEAVE/UNPAID LEAVE

All leaves, and unused leave accrual, will be granted in accordance with collective bargaining agreements.  Those full time employees not covered by existing collective bargaining agreements will be granted leave and accrual of leave as stipulated in their individual contracts with the Local School Board.

 

The Local School Board retains the right at any time, in accordance with any applicable collective bargaining agreements, to declare a "School Holiday". The office(s) of the organization may be officially closed and all employees are entitled to that day off of work with pay and without charge to any leave category or any other leave accruals. The declaration of any "School Holiday" shall be communicated by the Director of Operations to all employees.

 

BENEFITS:

I.       Insurance and Other Benefits

Insurance and other benefits will be granted in accordance with collective bargaining agreements and/or state laws. Those fulltime employees not covered by existing bargaining agreements will be granted benefits as stipulated in their individual contracts and state law.

 

II. Reservation of Rights

This organization reserves the right to alter the benefits package made available to employees at any time, consistent with all applicable laws and collective bargaining agreements.  Each employee will be notified of any alteration in the benefits package.

 

REIMBURSEMENTS:

I. Travel

Employees are eligible for reimbursement from the organization for expenses incurred while in travel status on official business for the organization. To be eligible for travel expense reimbursement, travel status must be approved and granted by the Director of Operations or his or her designee. All requests for travel reimbursement must appear on a form provided by the Director of Operations or his or her designee for such purpose.

 

Unless otherwise provided for by the Director of Operations, all employees traveling on approved business are required to abide by the following guidelines:

 

¨      Transportation
The most reasonable mode and class of travel -- considering factors such as cost, time efficiency, and convenience -- should be selected by each employee at all times. All such expenses must be listed on a form provided by the Director of Operations for such purposes.

¨      Lodging
Reasonable charges for lodging while in approved travel status will be paid by the organization, subject to the approval of the Director of Operations. Other reasonable related lodging expenses, such as business telephone call charges, also may be paid by the organization. An attempt to acquire the most reasonable rates for appropriate lodging-related expenses should be made by such employees, and all such expenses must be listed on a form provided by the Director of Operations for such purposes.

¨      Meals
To be eligible for reimbursement for the cost of meals, an employee must be in approved travel status and is subject to any restrictions established by the Director of Operations. Employees seeking reimbursement for meal expenses must list on a form provided by the Director of Operations all reasonable and appropriate expenses.

 

II. Mileage

Business Use of Personal Automobile

Employees are eligible for reimbursement from the organization for business use of their personal automobile while in travel status on official business for the organization. To be eligible for travel expense reimbursement, travel status must be approved and granted by the Director of Operations or his or her designee. Such reimbursement shall be at the IRS and/or state rate as determined by the Director of Operations. All requests for travel reimbursement must be listed on a form provided for such purpose by the Director of Operations, unless an exception is made by the Director of Operations.


Employees are liable for reimbursement to the organization for personal use of an automobile owned, leased, or otherwise provided by the organization.  Such liability to the organization shall reflect the IRS and/or state rate as determined by the Director of Operations. Any employee incurring such liabilities is required to reimburse the organization in full by the end of the calendar month immediately following the month in which such liabilities were billed to the employee, unless an exception is made by the Director of Operations.

.

Personal mileage incurred by an employee on an automobile owned, leased, or otherwise provided by the organization must be documented on a form provided for such purpose by the Director of Operations, unless an exception is made by the Director of Operations.

 

 

 

 

III. Personal Telephone Calls

Employees shall not charge personal long-distance telephone calls to the organization. Employees are liable for the costs of any personal phone calls he or she may make which are billed to the organization.

 

IV. Other Reimbursements

Employees are eligible for reimbursement from the organization for business expenses paid with their personal funds. All such expenses, if anticipated in advance, must be approved by the director of Operations or his or her designee.

Requested reimbursement for such expenses must be specified in writing to the Director of Operations or his or her designee. Such request must list each expense, and receipts (or copies of receipts) for each item must be attached to the request.

 

The final decision on whether to reimburse an employee for any such expenses is vested with the Director of Operations or his or her designee.

 

V. Credit Cards

Any employee who is authorized to use a CPCS credit card is not allowed to charge personal expenses of any kind on the card.

 

SEXUAL HARASSMENT:

 

I. School Policy

It is the policy of CPCS to prohibit sexual harassment from occurring in the workplace or at any other place where an organization sponsored event takes place. The purpose of this policy is not to regulate personal morality, or to encroach on employees' personal lives, but to demonstrate this organization's commitment to maintaining a workplace environment that is free of harassment of and by its employees.

 

It is the responsibility of all management and all employees to assure that this policy is understood, implemented, and adhered to without exception.

 

II. Defining Harassment

Unwelcome sexual advances, requests for sexual favors, and other verbal, physical, or visual conduct of a sexual nature constitute harassment when:

¨      Submission to such conduct is made, either explicitly or implicitly, a term or condition of an individual's employment with this organization;

¨      Submission to or rejection of such conduct by an employee is used as the basis for an employment decision affecting that employee; or,

¨      Such conduct has the purpose or the effect of unreasonably interfering with an employee's work performance, or of creating an intimidating, hostile, or offensive work environment.

Sexual harassment may include such actions as: repeated offensive or unwelcome sexual flirtations and advances; verbal comments, jokes, or innuendo of a sexual nature; words or gestures of a sexual nature used to describe a person or depict a situation; or the display of sexually suggestive objects or pictures.

III. Investigation and Remediation

If an employee believes that he or she has experienced sexual harassment, or believes that he or she has witnessed sexual harassment, that employee should immediately notify the Director of Operations or, his or her designee.

 

All reports of sexual harassment will be promptly investigated by the Director of Operations, or his or her designee who is not involved in the alleged harassment, and will be kept confidential to the extent possible. If an investigation confirms that harassment has occurred, the Director of Operations, as directed by the Local School Board, shall take appropriate corrective action which may, upon a determination by the Director of Operations, include, but not be limited to, an official memorandum in an employee's personnel file, salary adjustment, or the termination of the offending employee.

 

No employee shall be subject to employment-based retaliation, intimidation, or discipline as a result of making a complaint of sexual harassment. However, disciplinary action up to and including termination also may be taken against anyone who knowingly makes a false, meritless, or malicious claim of sexual harassment.

 

EVALUATIONS AND PROBLEM SOLVING PROCEDURES:

 

I. Employee Evaluations

Written evaluations of employees may be performed annually, on or about an employee's anniversary date or on or about a fixed annual date, subject to a determination of any applicable collective bargaining agreements, state laws, or as approved by the Director of Operations, or the Local School Board. Evaluations of teachers will be conducted by the Director of Operations with peer input. Evaluations of support staff will be conducted by the Director of Operations.  Evaluation of the Operations Director will be conducted by the Local School Board. These evaluations will be maintained in the personnel file for each employee. The format of the evaluation will be determined by the Local School Board and may include applicable collective bargaining agreements. Such evaluations should include: the date of the evaluation, the time period covered by the evaluation, and an assessment of the employee's work performance during that time period.

 

II. Problem-Solving Procedures

Any employee wishing to formally complain about a procedure, action, or directive of another employee or supervisor should notify the Director of Operations, or their bargaining unit representative, at the employee's discretion, as soon as possible after such procedure, action, or directive has occurred. The official notified of the complaint, or his or her designee, will be the investigator of all such grievances upon the agreement of the Local School Board and in accordance with collective bargaining agreements.

 

All complaints will be handled in accordance with in applicable collective bargaining agreements and/or policies established by the Local School Board.

 

MISCELLANEOUS:

 

I. Confidentiality

Employees of this organization shall not, in any way, release any information about this organization, its activities, or the activities of its personnel except as normally required by their duties or as expressly permitted by the Local School Board. No employee shall publish, disclose, or use, or authorize anyone else to publish, disclose, or use, or in any way cause to be published, disclosed, or used, any private or proprietary information which such employee may in any way acquire, learn, develop, or create by reason of employment with this organization, unless otherwise provided by the Local School Board. Any document or other material containing such information is required to be returned to the Director of Operations upon an employee's termination or resignation.

 

II. Personnel Inquiries

No one in this organization other than the Local School Board members, or the Director of Operations is authorized to respond either verbally or in writing to personnel inquiries of any type about any employee of this organization.

 

III. Return Of Office Materials

An employee who is terminated or who resigns must return all office keys, identification, security cards and codes, and office materials and supplies in such employee's possession to the Director of Operations. No information or copies of information, including but in no way limited to files, memos, computer-stored items, lists, Rolodex items, or other similar information, may be taken by such employee without the express permission of the Director of Operations

 

IV. Acceptance Of Gifts

Acceptance of gifts shall be according to guidelines established by the Hawai`i State Ethics Commission.  Not all gifts are acceptable under the ethics code.  The State Ethics Code prohibits officials or employees to accept any gift under circumstances in which it can reasonably be inferred that the gift is intended to influence or reward official action. Officials of the school, employees or members of the Local School Board are not permitted to accept gifts of any kind of a value exceeding two hundred dollars ($200.00) -- including but not limited to money, goods, food, entertainment, or services -- directly or indirectly from:

¨      individuals, organizations, or companies serving as vendors or potential vendors for this organization;

¨      elected officials or their representatives;

¨      candidates for public office or their representatives;

¨      officials or their representatives; or

¨      lobbyists.

 

Offers of such gifts in excess of $200.00, even when refused, must be communicated immediately by the employee receiving such an offer to the Director of Operations.

 

Exempted Gifts:

·        Gifts received by will or interstate succession;

·        Gifts received by distribution of any iter vivos or testamentary trust established by a spouse or ancestor;

·        Gifts from a spouse, fiancé or fiancée, any relative within four degrees of consanguinity, or the spouse, fiancé or fiancée of such a relative. A gift from any such relative is a reportable gift if the person is acting as an agent or intermediary for someone who is not covered by this paragraph. For purposes of this exemption, relatives within four degrees of consanguinity include the following: parents, grandparents, and brothers/sisters, uncles/aunts, great uncles/aunts, nephews/nieces, grand nephews/nieces, and first cousins;

·        Political campaign contributions that comply with state law;

·        Anything available to the public generally without regard to the official status of the recipient;

·        Gifts that, within thirty days after receipt, are returned to the giver or delivered to a public body or to a bona fide educational or charitable organization without the donation being claimed as a charitable contribution for tax purposes; and

·        Exchanges of approximately equal value on holidays, birthdays, or special occasions.

 

V. Change Of Personnel Status

Employees are required to notify as immediately as possible the Director of Operations and any other person designated by the Director of Operations of any change in name, family status, address, telephone number, or other information affecting personnel data held or used by this organization.

 

VI. Examination Of Personnel Files

Any employee may examine his or her personnel file(s) at any time in accordance with any applicable collective bargaining agreements, or as approved by the Director of Operations.  Such employee may take written notes about the contents of the file, and may add comments for inclusion in the file at any time. No personnel file, or contents of that file, is to be removed from the office.

 

VII. Copyrights

Copyrights, payments and/or royalties, which occur as a result of a project of any employee or employees of this organization, remain the property of the organization. The Director of Operations may assign copyrights, royalties, or other payments to the author or authors or project participants.

 

II. (B) CPCS Educational Framework

One of the primary reasons for the broad flexibility permitted by the charter legislation is to enable the creation of cutting-edge educational programs.  Hawaii’s charter legislation is supporting the design and implementation of powerful and innovative teaching and learning. The legislation allows for a shift away from the regulation of schools based on an input model controlled by state guidelines regarding instructional time, curriculum and materials, and calls for a system of accountability based on output or results.

 

Using a consensus-building process, CPCS has involved staff, community, and business stakeholders in identifying and developing the framework for students learning.  Additionally, in adopting an educational framework, CPCS has researched and reviewed leading educational reform movements within and outside of the charter school arena and aligned CPCS pedagogy with recognized models of best practices from across the nation.  As a result, CPCS will employ the following educational framework calling for:

 

¨      Developing a shared educational vision

¨      Designing and implementing powerful curricula and instructional strategies

¨      Effective use of time and resources

¨      Developing clear and meaningful outcomes

¨      Using reliable and purposeful measurement strategies

¨      Designing and delivering site specific staff development

 

The primary focus of CPCS includes both the nurturing and education of the children served. Specifically, we strive for every child to leave CPCS as a technologist, a life-long learner, a caring and concerned citizen, a creative and quality producer, and a critical thinker and cooperative worker. Consequently, the Educational Framework of CPCS is driven by principles such as individual responsibility, personal mastery, self-esteem, shared responsibility, and community. One pillar of the school is Gardner's theory of multiple intelligences, which asserts that learners rely on linguistic, mathematical/logical, intrapersonal, interpersonal, kinesthetic, spatial, musical, and possibly other ways of thinking, in varying degrees. Teaching must reach out to each learner, to find those ways of learning and knowing which work best for the individual child.

 

The centerpiece of CPCS involves the learner, parent, and teacher working together to identify strengths and weaknesses, and agree upon learning objectives appropriate for that learner. While state and national frameworks provide guidance and criteria for measuring ultimate success, the order and manner of learning new material is adjusted to the needs of each child as much as possible. When the pupil has contributed to deciding his or her own goals there follows a sense of commitment to accomplish those goals which does not occur when objectives are set from above.

 

Much of the curriculum emphasizes 21st century skills, such as higher order thinking and problem solving, as found in the use of the CRDG curricula. CRDG curricula emphasize underlying constructivist pedagogy. Community service also plays an important role in transmitting community values, and providing unique opportunities for learning in real-world contexts.

 

A school’s academic curriculum is the vehicle by which its standards for student achievement are reached. As such, a charter school’s curriculum must be designed with a focus on the desired results as measured in a highly accountable manner.  Therefore, CPCS desired results are aligned with national benchmarks as well as the Hawai`i Content Standards.

 

In all cases, our school’s curricula is designed to achieve stated goals for student learning—its academic standards—at each grade for each course for each student.  Parents, students, and the public often will turn first to a school’s curricula and learning standards to make decisions about the quality of a school and whether to enroll their child. It is of ultimate importance, therefore, to ensure that statements about the school’s standards and curriculum are clear, thorough, and readily available.  Standards are not altered for special education students, but teaching methodologies and specially designed modifications are designed to meet the needs of individual learners.

 

The CPCS Educational Framework is predicated on the belief that all instructional strategies need to revolve around the concept and practices of engaged learning.  Instructional methods that support engaged learning focus on preparing students to be problem solvers able to use information, not just remember it.  Learning is ongoing and involves a variety of challenging and authentic projects.

 

Drawing upon educational research the CPCS educational framework for student learning defines what students should know and be able to do at age appropriate thresholds (MCREL National Benchmarks).  Also, based on national research reflecting the need for restructuring education, CPCS is resolved to: 

¨      improving results for students by setting high standards;

¨      adopting clear accountability measures;

¨       building partnerships with parents, businesses, and communities;

¨      moving critical decisions to the school level;

¨      implementing performance-based standards and benchmarks;

¨      engaging in applied and experiential projects;

¨      employing authentic assessments; and

¨      providing site based professional development;

 

CPCS has developed a “System” that reflects the educational framework sequence for the school for the purpose of mapping instructional methodologies and learning strategies (See Figure #2).

Figure #2

 

CPCS Educational Framework System

 

 

CONTENT FRAMEWORK

(The Big Picture of What We Teach)

 

HAWAI’I CONTENT STANDARDS

(What Students should Know & Be Able To Do)

 

CONNECTIONS’ PERFORMANCE STANDARDS

(How We Assess What We Teach)

 

CONNECTIONS’ INSTRUCTIONAL STANDARDS

(What Should Take Place In Teaching)

 

CONNECTIONS APPLIED & EXPERIENTIAL LEARNING

      (How We Teach)

 

ACCOUNTABILITY & ASSESSMENT

(Performance Progress Reports)

(Hawai`i Performance Standards)

 

The CPCS educational framework is aligned with the Hawai`i Content Standards and includes the DOE General Learner Outcomes for grades K-12 identified below:

¨      “Take responsibility for one’s own learning.”

¨      “Work well with others.”

¨      “Engage in complex thinking and problem solving.”

¨      “Recognize and produce quality performance and quality products.’

 

CPCS has adopted the DOE learner outcomes as well as established site specific Desired Results.  The systems framework is applied to each learner in skills mastery as reflected in Figures 3, 4, and 5 below:

 

 

 

 

 

 

 

 

Figure #3                                     CPCS DESIRED RESULTS

                                 CORE ACADEMIC EXIT OUTCOMES

 

 

Students of Connections New Century Public Charter School will demonstrate the following appropriate age or grade level mastery skills, aligned with the Hawai`i Content Standards.

 

Academic Skills

¨      History/Social Studies: Students will understand and apply civic, historical, and geographical knowledge in order to serve as citizens in today’s world of diverse cultures.

¨      Mathematics: Students will develop abilities to reason logically and to understand and apply mathematical processes and concepts, include in those within arithmetic, algebra, geometry and other appropriate mathematical subjects.

¨      Language Arts: Students will demonstrate strong reading, writing, listening, speaking, and presentation skills in multiple forms of expression (e. g. written, oral, multimedia), with communications skills appropriate to the audience.  They will comprehend and critically interpret multiple forms of expression, including literature from various time periods and cultures.

¨      Science:  Student will successfully utilize scientific research and inquiry methods to understand and apply the major concepts underlying various branches of science which may include physics, chemistry, biology, ecology, astronomy, and earth sciences.

 

Figure #4                              CPCS DESIRED RESULTS

                                CORE SKILLS EXIT OUTCOMES

 

Underlying and utilized throughout each of the above core academic areas will be other core skills such as:

¨      Critical Thinking Skills:  e.g., problem solving, analyzing and applying knowledge

¨      Technology Skills: using technology as a tool for learning and not simply word processing.

¨      The Arts: demonstrating creative expression through various forms of the arts, e.g., music, visual/studio arts, drama, and dance.

¨      Wellness:  knowledge of pertinent issues of health and the necessity of physical fitness.

Figure #5                                   CPCS DESIRED RESULTS

SELF-SUFFICIENCY SKILLS OUTCOMES

LIFE-LONG LEARNING SKILLS

Students will develop skills that will enable them to pursue their own pathways of learning throughout their lives.

¨     Study skills and Habits: e.g., note-taking, library research, Internet research, strategies for studying

¨     Organizational Skills:  ability to plan, initiate, and complete a project

¨     Self-Evaluation: ability to reflect on and evaluate one’s own work.

 

SOCIAL/INTERPERSONAL SKLLS

Students will demonstrate self-esteem and the capacity to respect the diversity of others.

¨     Citizenship and Leadership Skills: e.g., planning and implementing a project in service to their school and their greater community.

¨     Conflict Resolution:  e.g., training and serving on a peer dispute resolution board

¨     Collaborative Participation: ability to collaborate and work with peers and adults in cooperative groups and settings.

 

“LIFE” SKILLS

¨     Transition Skills:  understanding of the importance of life-long learning, wellness,

      career awareness and pathways to self-sufficiency.

 

The outcomes identified above, are further subdivided into specific content areas and classroom- level skills and assessments which are used to monitor individual student progress toward achieving the desired results/student outcomes and be measured by Hawai`i Content Standards and national benchmarks as reflected in Section IV (A Plan for Assessing Student Performance).

 

Additionally, CPCS authentic assessments and the Hawai`i Content Standards address the following core content knowledge goals to:

¨      Ensure each student reads at an appropriate proficiency level.

¨      Ensure each student effectively demonstrates communications skills

¨      Ensure each student understands and can demonstrate ability to use mathematics and applied sciences

¨      Ensure each child can demonstrate the ability to access, evaluate, synthesize, and present information using a variety of technologies

¨      Ensure each student can demonstrate critical thinking skills and problem solving techniques as they relate to current and future projects

¨      Ensure that each student is responsible, productive and engaged in community service learning

 

Education Framework Systems Definitions and Examples

 

¨      Content Framework – The Big Picture

¨      Overview of why we teach and what we teach (e.g. scientific literacy has become a necessity for everyone. Therefore, each student will become familiar with basic scientific ideas and processes and develop the ability to do scientific work).

¨      Content Standards – What Student Should Know

¨      Grades K-2 students, understand  basic features of the Earth. Know that Earth materials consist of solid rocks, soils, liquid water, and the gases of the atmosphere.

¨      Instructional Standards – What Takes Place

¨      Transfer of knowledge composed of skills and processes important to a given content area. These processes may not be performed in a linear fashion. For example, long division is a step by step process, while reading a map may take place in different steps.

¨      Applied and Experiential learning – How We Teach

¨      Demonstrations, exhibitions, performances in a community-based context of project based learning

¨                  Performance Standards – Accountability and Assessment

¨      “Contexualizes” content standards by identifying the manner in which they must be demonstrated and the expected level of performance or understanding. For example, giving a standardized test; employing a rubric for evaluating an essay; and or creating an electronic performance of student work

 

Employment of the educational framework permeates all aspects of the learning process and incorporates the CPCS philosophy of learning:

¨      Students must feel secure in their learning environment for learning to occur.

¨      Students are more motivated and therefore learn more when they feel ownership of the material they are learning.

¨      This can be accomplished when students and teachers jointly design the curriculum for a course.

¨      This can also be accomplished when students are given the tools to measure their own progress in a course.

¨      Students hold more information in short-term memory when learning is grouped.

¨      Peer tutoring has a powerful impact on achievement.

¨      A student’s learning is maximized if they have the opportunity to demonstrate or present the material to be learned.

¨      Learning is most effective when presented in a variety of learning modalities including visual, aural, oral, tactile, verbal, and written.

¨      Cooperative learning groups allow for more and greater individual interaction with the material to be learned.

¨      Learning is most effective when geared to real-life issues and events. This is best accomplished through interdisciplinary thematic approaches to learning.

¨      Intrinsic motivation is far more effective than extrinsic motivation in achieving academic success. Intrinsic motivation occurs when the student self-monitors his or her work and finds meaning in the learning material.

 

II. (C) These frameworks recognize all collective bargaining agreements and applicable state and federal laws.  The collective bargaining agreements and laws provide for the basic protection of employees and their reasonable academic freedoms.

III.             A Plan for Identifying, Recruiting and Selecting Students: A plan for identifying, recruiting, and selecting students to make certain that student participation is not exclusive, elitist, or segregationist.  [Section 302A-B(C)(2)] 

A.     Submit your plan for identifying, recruiting and selecting students, which ensures that student participation in the charter school is not exclusive, elitist, or segregationist.

1)      Describe how families in the community will be informed and given an equal opportunity to attend the charter school.

2)      Describe how students will be selected if more students seek admission than space allows.

B.              If the school’s program is designed around admission preferences (e.g., to serve educationally disadvantaged, to teach with an emphasis on a specific curricular area, to serve families who subscribe to a curriculum design around Hawaiian values, etc.), describe how the school will identify, recruit and select these preferred students without being exclusive, elitist or segregationist. (See Q and A section for more information). 

             Note:  Item B is not applicable to CPCS

 

 

III.             (A)(1) Community support originally consisted of teachers from the existing Mountain View school-within-a-school, the former vice principal of Mountain View School, the former principal of Mountain View School, parents, and local residents who were working with the Interim School Board. They all were fully informed of the process for selection of students as required by the Federal Public Charter Schools Program.  Additionally, CPCS continues to work closely with the business community and general public to produce and disseminate public information.  Efforts to educate and inform the community, including students, parents and community stakeholders include news releases and announcements and public forums regarding CPCS.  A web site is used to further inform the community of the school (www.connectionscharterschool.org).

 

III.    (A)(2) CPCS followed federal guidelines for the initial selection of students, when more students sought admission than space allowed.  Specifically, as described below, CPCS followed state mandates for the creation of a lottery system when more students applied than the school had room for. 

¨      A charter school receiving PCSP funds must use a lottery if more students apply for admission to the charter school than can be accommodated. A charter school with fewer applicants than spaces available does not need to conduct a lottery.

¨       Weighted lotteries are permitted only when they are necessary to comply with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Equal Protection Clause of the Constitution, or a State law requiring desegregation.

¨      A charter school that is oversubscribed and, consequently must use a lottery, generally must include in that lottery all eligible applicants for admission. A charter school may exempt from the lottery only those students who are deemed to have been admitted to the charter school already and, therefore, do not need to reapply.

¨      Specifically, the following categories of applicants may be exempted from the lottery:

¨      students who are enrolled in a public school at the time it is converted into a public charter school;

¨      siblings of students already admitted to or attending the same charter school; and

¨      children of a charter school's founder (as long as the total number of students allowed under this exemption constitutes only a small percentage of the school's total enrollment). Once a student has been admitted to the charter school through an appropriate process, he or she may remain in attendance through subsequent grades. A new applicant for admission to the charter school, however, would be subject to the lottery if, as of the application closing date, the total number of applicants exceeds the number of spaces available at the charter school.

¨       The exemptions discussed above are permissible only to the extent that they are consistent with State law regarding desegregation, the school's charter, and any applicable Title VI desegregation plans or court orders requiring desegregation. A charter school's admissions practices must also comply with Part B of the Individuals with Disabilities Education Act and Federal civil rights laws, including, but not limited to, Title VI of the Civil Rights Act of 1964; Section 504 of the Rehabilitation Act of 1973; and Title II of the Americans with Disabilities Act of 1990, as applicable.

¨      The ESEA does not specifically prohibit charter schools from setting minimum qualifications for determining who is eligible to enroll in a charter school and, thus, to be included in the lottery. Charter schools receiving PCSP funds are required, however, to inform students in the community about the charter school and give them an "equal opportunity to attend the charter school." Thus, a charter school may set minimum qualifications for admission only to the extent that such qualifications are (a) consistent with the statutory purposes of the PCSP; (b) reasonably necessary to achieve the educational mission of the charter school; and (c) consistent with civil rights laws and Part B of the Individuals with Disabilities Education Act. A major purpose of the PCSP, for example, is to assist "educationally disadvantaged" and other students to achieve to challenging State content and performance standards.

 
III. (B) While CPCS accepts all students including educationally disadvantaged, special needs and at risk, the school is not designed around admissions preference other than the school being a school of parental choice.

 

The school admits students in accordance with federal guidelines described above and accommodates at risk or special needs students in accordance with Section IV. item  “D” as described below in the “Educational Program”.  At-risk or special needs students are provided with an individual instructional program designed to maximize their strengths and potentials. During the recruitment and marketing phase of planning, potential students, parents, and the community at large were informed of the heterogeneous nature of the school and the fact that the school welcomes all learners as space, facilities and equipment permits.

 

 

IV.       A Plan for Assessing Student Performance: A plan for assessing student performance that focuses upon the established state educational performance standards, has at least equivalent rigor standards and technical quality, as well as any other specific student outcomes to be achieved, and making this plan accountable to the general public. [Section 302A-B(c)(3)]

A.                 Provide a brief overview of the school’s assessment plan/framework for determining the extent students have attained the revised Hawai`i Content Standards.  If appropriate, include how the school will incorporate existing state assessments presently used by other public schools.

B.                  Describe the assessment tools that will be used to measure student progress towards achievement of the revised Hawai`i Content Standards.  If performance assessment is the predominant assessment philosophy, provide the reliability and validity data which prompted the school to decide on the specific assessment methods.  (if these instruments are being developed, describe how the school will ensure the assessment instruments are both reliable and valid.)

C.                  Describe how the school will make its plan for assessing student performance accountable to the general public

 

 

IV. (A & B) CPCS is a performance-based system.  CPCS should be judged based on the educational results for students in the same manner as other Hawai`i public schools.  CPCS is an organizational innovation in that it has the opportunity to create what is seen as the appropriate mix of educational content and practices tailored for its students, and supported by a Local School Board.  

 

Therefore, in implementing Hawai`i Content and Performance Standards, CPCS is mindful of the process for accomplishing standards-based reform by engaging in innovative approaches for systemic change.  CPCS’s capacity to translate high standards into strong student performance and to disseminate those best practices throughout the school is a goal that has been adopted in alignment with DOE approaches for other public schools.  In each of the major areas of the HCPS blueprint, CPCS, through a comprehensive evaluation system, will ensure that the charter school adheres to the following DOE criteria:

¨      strategies for building our capacity, and the wherewithal, to produce a standards-based education system;

¨      articulated ways to genuinely engage and collaborate with one another and our diverse constituents;

¨      effective, two-way communication within our school and with our "customers;" and

¨      norms that demand and value constant self-reflection and evaluation for focused and sustained action leading to continuous progress toward our vision.

 

CPCS has adopted the Hawai’i Department of Education plan based on a defined urgent need to achieve “Hawaii’s Six “Images of Success" that encompass the following:

¨      1) Standards-Based Learning – System-wide Implementation of Hawaii Content and Performance Standards II, quality curriculum, instruction, assessment, and evaluation.

¨      Quality Student Support -- High expectations for student learning and behavior; caring and respectful learning and working relationships; and safe, healthy, and supportive physical learning environment.

¨      Professionalism and Capacity of System -- High performance expectations; quality pre-service training and professional development, effective recruitment programs for selection, placement, and retention; and quality performance evaluation system.

¨      Focused and Sustained Action -- Clear vision; standards-based education; goals and priorities; goals-driven plans and budget; sustained action; assessment of performance, and evaluation of goals.

¨      Coordinated Team Work -- Coordinated initiatives and support services for standards-based education; collaborative group work and effective systems communication; supportive organizational structure; organizational functions: defined roles and responsibilities and governance: defined lines of authority and responsibility.

¨      Responsiveness of System -- Responsiveness to customers; genuine engagement and collaboration, openness to diversity, and effective communication.

 

This unique combination of being a performance-based school, coupled with the flexibility to be organized and structured in many different ways, makes CPCS an important part of Hawaii’s overall strategy for creating a standards-based educational system.

 

The measure of their success includes, but is not limited to, Hawai'i Content and Performance Standards as measured by the statewide Assessment Program and the goals set forth by CPCS.  This is what is meant by CPCS being educationally powerful.  Equally important, the flexibility in approach available to CPCS and the local autonomy to use this flexibility allowed for the creation of a school that is significantly different from other public schools.  This flexibility was critical to efforts to assist educationally disadvantaged students who had been poorly served by the existing system.   The development of the CPCS assessment plan was based on critical points relating to the salient aspects of our administrative and educational frameworks (SEE Section II above) and addresses each of the following questions and summary responses:

¨      What is the CPCS Mission?

Our mission is to create an ‘ohana which is conducive to the recognition and development of individual talents. Thematic and experiential learning experiences are provided which focus on how students construct knowledge using creative and critical thinking. A forum for the development of the ability to recognize and differentiate a quality result or product is offered. Classroom experiences are connected to real life experiences so that students can grow in the understanding of themselves in relation to their community and the world.

 

¨      What does CPCS expect our students to know and be able to do?

Hawai‘i Content and Performance Standards

      CPCS Desired Results

 

¨      How can CPCS best teach the Hawai`i Content Standards to CPCS Students?

¨      Constructivist approach

¨      Address the multiple intelligences

¨      Encourage experiential learning

¨      Teach through a interdisciplinary thematic curriculum

¨      Operate models of school-wide enrichment

 

¨      How will CPCS know whether our students are achieving or attaining the goals and standards?

¨      Performance indicators

¨      Portfolios

¨      Student Data/Record Books

¨      Exemplars

¨      Rubrics

 

¨      How do we gather and monitor the necessary student performance information?

¨      Paper and pencil record keeping

¨      Computer records

¨      Student-teacher conferences

¨      Portfolios

¨      Observations

¨      Anecdotal records

¨      Photos

¨      Videotapes

¨      Formative Assessments

¨      Standardized Assessments

 

¨      How will CPCS set and measure progress toward School performance goals?

¨      Exemplars for benchmarks

¨      State level benchmarks

¨      Authentic benchmarks

¨      Standardized tests

¨      National standards

 

¨      How will CPCS use the student performance information gathered?

¨      To help drive instruction

¨      To communicate/conference with parents

¨      To include in annual reports

¨      To create informational brochures to use for recruitment and marketing

 

IV. (C)

CPCS has established a system of informing the general public, community groups, other charter schools, other Hawai`i schools and districts about the accountability and activities of CPCS.  This system includes press releases, mass mailings of school performance results and teacher institutes.  Additionally, electronic mail and web site notices are posted to keep the school, parents, and the community informed regarding breaking news and developments.

 

CPCS is making significant efforts to encourage interest in the charter school in a wide spectrum of organizations. Starting in May 2000, workshops were planned to further inform community organizations about CPCS and to discuss how a public charter school can be a valuable part of services to the community.  CPCS has continued to work with the DOE and BOE to expand its outreach efforts to community based-organizations and New Century Charter School developers.  CPCS is focused on a comprehensive and effective charter school structure to support and enhance the creation of academically and fiscally accountable school.

 

 

V. Curriculum, Instructional Framework and Assessment Mechanisms: The curriculum, instructional framework, and assessment mechanisms to be used to achieve student outcomes. [Section 302A-B(c)(4)]

A.                 Provide a brief overview of the school’s curriculum, instructional and assessment framework.  Describe how the framework aligns with the school’s core philosophy and beliefs.

1.             Describe how the school’s curriculum, instructional assessment framework is linked to the revised Hawai`i Content and Performance Standards.  Include how the school will show that students are achieving the standards.

2.             Describe other features of the school’s educational program e.g., special programs/materials, technology, etc.), which will aid reviewers in understanding the unique educational offerings of the school

B.     Provide a sample of the curriculum that will be taught for the content areas including the revised Hawai`i Content standards.  Include samples of the curriculum, which will be taught for any additional content areas the school is planning to teach.

C.     Describe the instructional strategies that will be used to teach the curriculum.

D.    Describe the assessment mechanisms/strategies that will be used to determine student progress toward achieving the statewide standards.

E.     Describe the planned interventions for students who do not meet the standards.

F.      Describe the curricular, instructional and assessment program that will be used to address students with special needs.  Include how Individual Educational Plans (IEPs) and 504 accommodations will be made to address the needs of these students.

G.    Include a school calendar and hours of operations.

 

 

V. (A) (1) (2) (B) (C) (D) (E) (F) (G)

The curricula at CPCS are based on current research and best practices regarding how children learn: the constructivist theory, the theory of multiple intelligences, and the utilization of appropriate grouping strategies.  Each of these research-based approaches has a visible, practical impact on the curriculum at the CPCS. There is a conscious emphasis on technology, science, and the arts. At the same time, there is a concerted effort to ensure balanced curricula, by referencing curricular elements to the CPCS Educational Frameworks and to the Hawai`i Content Standards. Finally, thanks to capable, dedicated volunteers, CPCS has been able to provide learning opportunities in areas that too often fall by the wayside due to budget cuts in public education, such as art and music.

 

V. (A) (1)

One of the foundations upon which our original school-within-a-school was established, in 1995, involves the use of sequential curricula.  As a grades 1-6 entity within a public school, we began using the Developmental Approaches to Science and Health (DASH) curriculum developed by the Curriculum Research and Development Group (CRDG) at the University of Hawaii, Manoa.  We chose DASH as our science and health curricula because it met our need for a sequential and developmental curriculum in science.  We were supported by the CRDG throughout our years as a school-within-a-school through staff development sessions, follow-up support, consultations and visitations, and opportunities for our staff to become involved in developing state content and performance standards.

 

In 1997 the CRDG signed a Memorandum of Agreement requested by the State DOE to organize, analyze, and summarize each public school's review of the standards and to study instructional modules or standards applications that had been developed by individual schools or schools grouped in a complex.  Their report, Hawaii Content and Performance Standards: Schools' Review of Standards and Instructional Module Development, was used by the Performance Standards Review Commission, convened at the beginning of the 1997-1998 school year to assess the effectiveness of the performance standards (as required by §302A-201 HRS).  The Commission found the report to be very useful in their deliberations.  They concluded that “standards must become central to all considerations regarding policy, programs, and practice throughout the public school system in order to achieve the goal that every student will learn. Therefore, all stakeholders---legislators, board members, educators, students, parents, community members—are compelled to contribute to the standards effort, first by understanding the concept of standards-based reform, then by committing to provide necessary resources, and finally, by supporting accountability and expectations of evidence of student achievement from performance and work products.”  The commission also found that accountability-driven educational improvement may not adequately recognize the major role that "organizational capacity" must play for systemic reform to become a reality.  They recommended that “expertise, time, support resources, and the desire and ability to organize the commitment of the school community and policymakers to focus, relentlessly, on one thing above all: the improvement of student performance.”  The next Commission was required by law to be reconvened in 2002.

 

On December 12, 2002 the State BOE was presented with the final report of the (2002) Commission.  It was noted that “the Commission had two major recommendations for the Board: (1) that the appointment of the next commission by the Board in four years be at the beginning of the school year to allow more time to complete its study; and (2) to appoint a comprehensive representation of stakeholders in public education to serve on the Commission.”  A motion to approve the report carried unanimously.

 

CPCS evolved from a school-within-a-school to a public charter school on May 5, 2000.  We have maintained our partnership with CRDG and in October of 2000 signed a formal Memorandum of Agreement with Curriculum Support Services, Inc. supporting our partnership with CRDG in research and development of adaptations and new programs for K-12 students and teachers.  CPCS was awarded a total of nearly $300,000 to begin work disseminating the CRDG curricula to charter and regular public schools in 2003 and 2004.

 

The curricula developed by the CRDG are purposely aligned with national and state standards.  While it is important for standards to be identified, this is only the beginning.  Much more needs to happen if children in our classrooms are to benefit.  Other components must be addressed and linked to the content standards.  Such components include: establishing criteria for selecting programs and materials; building a common vision in the school about instruction; prioritizing funds to support curricular goals; establishing appropriate teacher professional development experiences; constructing student assessments aligned with the standards; and articulating policies.

 

CPCS uses program standards to represent a framework of criteria by which to assess the quality of curricular and instructional resources, including student and teacher materials associated instructional practices, and assessment techniques. Each program standard addresses a component linked to the successful implementation of content standards. Program standards focus on curriculum, instruction, and assessment.  We use system standards to focus on policy development and implementation in relation to content standards. System standards reflect the importance of coordinating our efforts. These coordination efforts work in concert with the program standards so that there are no contradictions and/or barriers when implementing content standards.

 

Instruction at CPCS starts with clearly stated expectations that define what students are expected to learn in relation to the content standards.  We use these benchmarks to provide direction for moving closer to the vision created by the standards.  These benchmarks give our teachers direction in designing their instructional approaches to teaching subject content that is specific to their grade level or grade cluster.  They also help us build cohesiveness and consistency between grade levels.  All of our staff understands that a consistent instructional philosophy about what constitutes standards-based teaching is essential. 

 

Staff development begins with articulations detailing a vision of standards-based instruction.  CPCS teachers learn to use an action research model to introduce new ideas and instructional techniques monitored through formative assessment.  Professional development is essential if teachers are to effectively use a standards-based learning system.  Assessment practices are carefully selected so that they represent important ideas that students should be learning, as stated in our benchmarks and standards.  Teachers must clearly understand the instructional practices necessary to deliver the content and the assessment techniques that will bridge what students learn with how they learn it.

 

The action research model employed by CPCS teachers begins with the identification of a learning problem.  Data is collected and analyzed by individual and small groups of teachers.  Formative assessment strategies and/or techniques are then aimed at a specific target.  Time is allowed for implementation of the new strategies and/or techniques.  Once an established period of implementation has passed, teachers reassess the magnitude of the original problem through data collection.  If needed, the process then repeats itself again and again until effective solutions are developed.  This model allows teachers to develop effective solutions to learning problems.  It also allows teachers to work in teams to support and learn from each other.  The sequential nature of our curricula is embedded in this process.  Through large group sharing each week, the entire teaching staff gains an understanding essential to maintaining the sequential nature of our curricula.

 

As information about the implementation of new strategies and/or techniques is collected, it is used to revise future professional development experiences and to shape the CRDG follow-up support for our school. Follow-up support is a necessary part of our professional development efforts.  Teachers in many schools are sent to training and return to their classrooms to implement the curriculum frameworks they learned on their own. Their principals may not even be aware of what the new frameworks entail and might not have processes in place to assist teachers in implementation. By placing the responsibilities at the school level, teachers are given the needed support for implementing new ideas. Accountability then rests at the school level.  The principal must know what is going on because he/she is ultimately accountable.

 

                                 A Standards-Based School             (DOE July 1999)

Traditional School

CPCS SBS Adoption

¨       Students are tracked.  Achievement expectations of students vary according to their classification: regular education, special education, gifted, etc. Access to certain courses, materials, and equipment or technology is limited to only certain students.

¨       All students are expected to achieve standards, but in different ways and at different rates

¨       Social promotion is practiced; retention occurs without adjustment of learner needs.

¨       Instruction is constantly monitored and adjusted to meet varied learner needs.

¨       Student test scores are referenced to national norms rather than to standards.  Test data are used to rank students.

¨       Assessment reflects a fuller profile of student progress by including qualitative and quantitative information.  Assessment information is used to adjust curriculum and instruction.

¨       Focus is on teaching, on delivery of curriculum, and on covering the curriculum rather that on learning and evidence of learning.

¨       Focus is on learning and the learner.  Curriculum and instruction are seen as a means to help the learner achieve the standards.

¨       Professional development activities are discrete, disconnected and disjointed.

¨       Professional development activities are identified systematically to help staff enable students to achieve standards.  They are part of a school-wide plan for improvement of student achievement.

¨       Public engagement is initiated by the school and characterized only by special events such as open houses and awards assemblies.

¨       Public engagement is a continuous conversation among parents, community and school.  Any of these groups may initiate the discussion.  The purpose of all communication is to help students achieve the standards.

¨       Achievement is treated as a trait that can be measured and assumes instruction has been relatively standardized as well.

¨       Achievement is seen as complex, not reducible to individual facts/skills, influenced by experience, opportunities.

¨       Assessments are kept secret; students cannot prepare for them.

¨       Students are privy to what they will be examined on and to the criteria for judging their work.

¨       There is an assumption that only a few students can perform at a high level.

¨       There is an assumption that all or virtually all students are capable of attaining standards.

¨       Students work independently, so scores reflect an individual’s “true measure” of the trait being assessed.

¨       Students may work independently or not, depending on task and student needs.

 

See Appendix B for CRDG HCPS Curricula Alignment documents

 

V. (A) (2)

CPCS special education students are members of chronologically age-appropriate general education classes.  They move with their peers to subsequent grades each year.  No special education self-contained classes exist.  A student’s disability type or severity of disability does not preclude his/her involvement in full inclusion programs.

 

Special education and general education teachers collaborate to ensure:

 

Effective instructional strategies are supported and expected in the general education classroom.  Supplemental instructional services are provided to students in classrooms and community settings through a team approach.  There is always a certificated employee assigned to supervise and assist any classified staff working with specific students in general education classrooms.

 

Collaborative planning meetings are held with general education staff, special education staff, parents and related-service staff in attendance as indicated, in order to support initial and ongoing program development and monitoring.  General ability awareness is provided to staff, students and parents at the school site through formal or informal means, on an individualized basis.  Ability awareness is incorporated with general education curriculum.  Plans exist for transition of students to their next grade level class each year as needed.

 

Effectively designed and implemented virtual education may be implemented for CPCS students. Virtual schooling increases educational options for hospitalized or homebound students, students who have been suspended, students with work or child care responsibilities, or other atypical students for whom regular classrooms are not practical or effective. Online instruction can be a motivator for students with different learning styles, those who feel more comfortable communicating online than speaking up in class, or those who aren’t succeeding in traditional classrooms.

 

By extending learning time outside the traditional schedule, virtual education offers students more flexible options for meeting curricular requirements. Students can take online courses in the summer or over breaks. Those who need to complete a required course but have a scheduling conflict during the school day can take the course online, in school, after school, or in the evening. Virtual education can also provide students with remediation, tutoring, or other help to meet HCPS standards.

 

V. (B)

Table #1 CPCS Content Curriculum Aligned with Hawai`i Content Standard

Cluster 2  Time, Weather, and Sky

DASH Lesson:     The Digital Clock Hours and Minutes Time Line Sunrise and Sunset Night and Day 

I. HCPS II  Content Standard

I.                     HCPS II Grade Cluster Benchmark

Students use concepts and themes such as system, change, scale, and model to help them understand and explain the natural world.

·         Identify components of a system that interact to perform a

        function (clock)

·         Observe and describe changes that occur in nature.

·         Use a model, such as a toy or a picture, to describe the feature

       or function of the original object, device, thing, etc.

Students apply the values, attitudes, and commitments characteristic of an inquiring mind.

·         Report observations accurately

·         Ask many questions starting with What, Where, Why, Whom,

       and How, to gather information about their “wonderings”.

·         Examine many perspectives of a question, situation, or problem.

·         Examine ideas presented by others

·         Ask “wondering” questions.

·         Share new experiences and knowledge learned from individual

       investigations.

·         Ask questions and describe the wonderings about the world

       around us.

Students demonstrate the skills necessary to engage in scientific inquiry.

·         Generate ideas, questions, and/or predictions about objects,

       organisms, events, places, and/or relationships in the environment.

·         Design and conduct simple investigations using systematic

       observation.

·         Collect and organize data using simple tools, equipment, and

        techniques.

·         Analyze data to construct a reasonable explanation.

·         Appropriately communicate their investigations and explanations

       to an audience.

·         Defend explanations based on evidence and revise explanations

       when they are faulty or inadequate.

Students discuss current scientific views of the Universe

·         Observe and describe the properties, locations, and movements

       of celestial objects in the sky.

Students discuss how the Earth-moon-sun system causes seasons, moon phases, climate, weather and global changes

·         Describe the movements of the sun, moon and stars throughout

        the day.

·         Describe how weather changes from day to day and over the

        seasons.

 

V. (C )

 CPCS instructional strategies and assessments include the following adopted   pedagogy:

Constructivist Learning

Constructivist learning [Carey et. al., 1981] is based on the idea that children's minds are not blank slates. They all have a set of beliefs, theories and perceptions. Learning happens when these are challenged through conversation, a hands-on activity, or an experience. Children adapt their minds to fit in the new information. This may involve reinforcing an existing theory, adapting one, or creating a complete new one. For instance, a child may believe that when you drop two things at the same time, the heavier one will land first.

 

At school, she may be playing in a loft and dropping notes and stuffed animals to a friend. She may expect them to land at different times and be surprised when they bump her friend on the head at the same time. Most likely, she will try this a number of times and even talk to her friend about it. Talking and experimenting causes the child to change her theory about gravity. This scenario typifies constructivist learning.

 

Constructivist principles form the foundation of the CPCS beliefs about student learning. Knowledge is seen as neither passively received nor mechanically reproduced. Individuals create their own interpretations, ways of organizing information, and approaches to problem solving within a social context (Bruner, Sizer, Vygotsky,).Teachers are guides and mentors for students modeling adult behaviors and ways of learning and interacting in adult society. Students are encouraged to take responsibility for their own education as they pursue individualized instructional programs. The school provides a safe environment for students. Students feel comfortable expressing ideas that might make them feel vulnerable in other settings. Classes, workshops, projects and activities address individual learner needs and learning styles within a framework of educational standards.

 

Student involvement in developing curricula and participation in inquiry-based and project-based learning results in an in-depth knowledge and the development of metacognitive strategies that assist them in becoming life long learners. Manipulating data, exchanging ideas, reading works by new authors are also ways students experience the world around them.

 

As members of a small democratic learning community, students develop confidence in their abilities and are able to work effectively with others. By engaging in project-based, in depth learning, students show gains in achievement, problem-solving skills, specific content knowledge and specific skills related to their projects. Study skills and perceived control improve as students learn to manage their time and make choices about their projects. Working with knowledgeable adults, students learn how to become competent member of the society within as well as outside the school.

 

Good constructivist teaching must therefore include a number of important elements. These elements are the foundations of the CPCS curricula. The tasks that we ask learners to undertake must be authentic, long term and interesting. They are interdisciplinary, as the brain does not automatically categorize theories according to the traditional academic disciplines. This gives the learners plenty of time to go in-depth and really challenge their constructs rather than merely memorizing information. These units end with a real-life, useful product. For instance, a unit on biodiversity may end with a plan to assist a park in their efforts to conserve endangered habitats. These useful products are more meaningful and interesting than a product created for the teacher only. These authentic tasks prepare learners for the real world and teach about the value in helping others in the community.

 

Multiple Intelligences

The CPCS curriculum is also based on Gardner's [1983] theory of multiple intelligences. All learners have different strengths and weaknesses within multiple, different areas of intelligence: (i.e. kinesthetic, musical, spatial, linguistic, mathematical/logical, interpersonal and intrapersonal). With this in mind, CPCS curricula include a variety of activities that challenge and teach to each of the intelligences. This way every learner will succeed.

 

Core Subjects

The core subjects (science, math, social studies, and language arts) at the CPCS may be taught in the context of interdisciplinary thematic units. Universal themes include:

¨      Unity/Diversity

Working together, sharing the same focus, interests and feelings of oneness and harmony.  The uniqueness and differences among individuals is honored and celebrated to avoid conflict and stagnation.

¨      System/Interdependence

All the parts of a system interact with one another to produce a greater whole than the sum of its parts.  Parts are connected and related.  They function and process as a unit.  All interactions affect all other interactions.  There is a cause and effect to the choices made.  To develop Systems you need lots of practice, conscious application to similar content or contexts, with personal desire, commitment and hands on.  All living things depend on other living things for survival.

¨      Interaction/Limitation

Things interact to cause change.  Interaction with others is needed for growth.  Without sharing ideas with others, your learning is limited.

¨      Change/Continuity

All things are in constant state of change.  Changes occur in predictable patterns or cycles.  Changes can be positive ore negative.  This depends on how you view it.

¨      Cause/Effect

There are consequences to choices we make.  All change is affected by specific cause or causes.  For every action, there is reaction.  What goes around comes around.

These units let the learners connect all of the subjects, as they exist in real life.  Traditional textbooks do not match this interdisciplinary style of teaching; therefore, the CPCS's curricula are resource-based, with many references coming from primary and secondary sources.

 

Other Subjects

One of the concerns of the CPCS's founders was that, outside the core curriculum, many important topics have fallen by the wayside in public education. Too many schools, faced with budgetary shortfalls, have chosen to eliminate subject matter which is regarded as somehow less essential than "the three R's." Drawing on Gardner's research, we believe that these topics--besides enriching the overall school experience, and helping students to identify unique interests (leading to career choices and/or lifetime hobbies)--can often open the door to greater achievement in core subjects. Music can provide concrete experiences inspiring appreciation of mathematics and physics; graphical arts can provide concrete motivation for learning more about geometry; and learning a foreign language at an early age can provide insight into the thought patterns of other cultures.

 

CPCS may offer programs/activities in the following areas, each of which is closely tied to themes and projects highlighted in the core curriculum. Our specific offerings vary according to the unique talents available in the community at a given time. In several areas, the school has evidenced a commitment to increase the allocation of resources, by establishing paid positions and by extending the school day, as needed, to help find time for these programs/activities:

¨           Community Service

¨                  Foreign Language

¨                  Technology Integration

¨                  Fine and Performing Arts

¨                  Seminars and Personal Pursuits

¨                  Physical Education: Team Sports; Fitness; Martial Arts

 

V. (D) 

CPCS will use the DOE standardized tests and school developed strategies to measure student progress and insure an accurate comparison of instructional systems and accountability.

 

 

 

Assessment of Individual Learners

The school uses curricula aligned with state and national standards and developed by the CRDG. CRDG developed curricula utilize embedded (sometimes referred to as formative) assessment to monitor student progress. Students are taught to monitor their own individual progress. Methods for self-assessment concerning learning objectives and evaluation criteria are articulated and planned with students. Examples of work that meets each level of mastery is discussed (and often shown) with students including possible ways to improve their own work.

 

Formative assessment, as defined by Paul Black and Dylan Wiliam at King’s College in London, is utilized throughout the school. Student achievement improves as teachers learn to effectively use formative assessment results to gear instruction to individual student needs. Assessment is understood to be any activity that is undertaken in the classroom that provides information to be used effectively to modify teaching and learning. Beginning in the 2002-2003 school year the teaching staff received a state-level grant to support a school learning team to investigate formative assessment. The elementary teachers (K-5) concentrated on all areas of the curricula for their grade levels. The middle school teachers worked with their assigned curricular areas at the 6-8 grade levels. Initial staff development was based upon a review of the literature. The administrator was familiar with many aspects of formative assessment through his work with the CRDG. As a teacher trainer he was familiar with the research as it related to embedded formative assessments within CRDG’s science curricula and facilitated the initial staff development sessions.

 

The staff concentrated on several essential elements of formative assessment: the quality of teacher/student interactions, the stimulus and help for pupils to take active responsibility for their own learning, the particular help needed to move students out of the trap of low achievement, and the development of the habits necessary for all students to become lifelong learners. Participants developed procedures to accomplish specific outcomes.

 

Assessments in classes or for specific activities are matched to the task. For example, writing is assessed with a rubric specific to the writing. In most cases, the students have a significant say in the rubrics which are used - classifying and setting criteria are important learning strategies. Checklists and periodic student and teacher reflective conferences are also used. In classes such as math where certain competencies are required, students are often able to check progress through self-tests.

 

School-wide assessments go beyond the state-required standardized tests. At regular intervals, there is a chance to present work in a public forum to parents, lower division students, teachers, peers, and community members. Presentations cover multiple areas (Science Fair in December, Cultural/History Fair in February, etc.) and are scheduled well in advance. With an authentic audience and evaluators from other communities rigor and relevance are provided. Older students are expected to have taken part in each area of public presentation within the four-year high school span. They are also expected to complete a rigorous senior project and demonstrate through defense of a cumulative portfolio the mastery of essential standards.

 

The Habits of Mind that are fostered are reflected in the work of Black and Wiliam and include the habit of critical and sustained inquiry, an acceptance of diversity in thought, and a commitment to sustainable practices commensurate with living in an island environment. Black and Wiliam’s (1998) synthesis of over 250 studies linking assessment and learning yielded a clear message: “Initiatives designed to enhance effectiveness of the way assessment is used in the classroom to promote learning can raise pupil achievement.” Innovations that include strengthening the practice of formative assessment produced significant and often substantial student learning gains. Typical effect sizes of the formative assessment experiments were between 0.4 and 0.7. The scale of that effect was the equivalent gain of one to two grade levels. Gains were most pronounced for lower-achieving students. Their research indicated that improving learning through assessment depended on key factors.

 

The purpose of assessment is to help one improve. Traditional report cards with little or no explanation neither identify the level, at which a learner is working, nor inform that student on how to improve. Therefore, we believe that supplementing with rubrics offers an authentic way to assess learning. A rubric has a descriptor explaining what is and is not present in the work. For instance, if the learners were creating a web page about an invention that they created, a 5 on the rubric might describe a web page with many pictures, an interesting layout, at least three different relevant links and correct grammar, spelling and punctuation; a 1 on the rubric might describe a web page with text only, less than two links, many misspellings and little editing. With these descriptors, the learner knows exactly how to improve his/her score. The report card at CPCS may also contain rubrics, so that parents can see exactly how their children are performing. At the same time, the CPCS educational framework has been linked to the Hawai`i Content Standards through an analysis and alignment process that matches lesson plans to the standards to create a Standards-Based school.

 

V. (E) 

CPCS teachers strive to identify as early as possible students who are unlikely to meet the standards for progression to the next level of study so that the school can provide appropriate intervention.  Intervention involves identifying strategies specifically designed to increase proficiency.  Strategies may include, but are not limited to, alternative learning models, acceleration, pre-teaching, special homework, smaller classes, ad hoc grouping, tutorial sessions, extended school day, modified instructional programs, parental involvement, small or large group counseling sessions, summer school instruction, participation in or restriction of participation in extracurricular activities, individualized instruction or goals, or retention.

 

Extended instructional opportunities are different from and supplemental to regular classroom instruction.  When feasible, the school seeks to involve parents and the student in discussing intervention strategies.  Students may be required to participate in the intervention strategies and demonstrate acceptable growth and achievement before being promoted to the next grade level or before being eligible to participate in extracurricular activities.  The CPCS Local School Board has adopted the following policy related to grade level promotion:  “Adequate performance and coursework must be completed over four quarters for a one (1.0) credit course.  Adequate performance and coursework must be completed over two quarters for a one-half credit course (0.5).  One quarter of adequate performance and coursework must be completed for a one-quarter (0.25) credit course.  All credits must be completed to be promoted to the next grade level or to be promoted from Middle School. Adequate performance and coursework is a non-failing grade as determined by the respective instructor.”

 

V. (F)

CPCS adheres to the legal mandate for inclusive education in the United States:  Public Law 94-142, the Individuals with Disabilities Education Act (IDEA). Although the specific terms inclusion and inclusive education cannot be found in P.L. 94-142, the definition of least restrictive environment is a key element of the law. It provided the initial legal impetus for creating inclusive education. The law states that “to the maximum extent appropriate, handicapped children, including those children in public and private institutions or other care facilities, are educated with children who are not handicapped, and that special classes, separate schooling, or other removal of handicapped children from the regular educational environment occurs only when the nature or severity of the handicap is such that education in regular classes with the use of supplementary aids and services cannot be achieved satisfactorily.”

 

The 2004 reauthorization of IDEA (Public Law 108-446) contains several important changes to the IEP requirements.  Short-term goals no longer have to be part of the IEP except for students with significant disabilities. No short-term objectives are required for students who take regular assessments or an alternate assessment on grade level. For students taking tests based on alternate achievement standards, IEP short-term objectives are still required.  If changes to a student’s IEP are necessary after the annual IEP meeting for a school year, the parent and the school may agree not to convene an IEP meeting to make the changes, but instead, may develop a written document to amend or modify the current IEP. Upon request, a parent is to be provided a revised copy of the IEP with the amendments incorporated.  Also, a member of the IEP team is not required to attend all or part of the IEP meeting if, in writing, the parent, and the school agrees that the team member’s attendance is not necessary.

 

The reauthorization contains a few changes in the area of transition. IDEA has been amended to clarify that one of the primary purposes of the law is to ensure a free appropriate public education designed to meet each student’s unique needs and to “prepare them for further education, employment and independent living.”  The revisions to IDEA eliminate the references to transition activities beginning at age 14 or younger if appropriate; now, all transition requirements are to be followed not later than the first IEP to be in effect when the student turns 16 years old.

 

The definition of “transition services” has been changed to emphasize that the services must be designed “within a results-oriented process,” which is “focused on improving the academic and functional achievement” of the student. “Vocational education” has been added to the list of potential services and the student’s “strengths” are to be taken into account as well as his or her preferences and interests when considering the student’s transition needs.  Schools are required to set clear and specific transition goals beyond secondary school. The student’s IEP is to include “appropriate measurable postsecondary goals based on age appropriate transition assessments” and describe the transition services, “including courses of study,” needed to reach his or her goals.  Schools are also required to provide graduating high school students with disabilities a summary of their accomplishments and transition needs as they leave school.

 

The IDEA reauthorization process contained a number of significant changes to the discipline protections enacted in the IDEA amendments of 1997.  School personnel now have the authority to consider, on a “case-by-case basis,” unique circumstances when determining whether to order a change in placement for a student with a disability who violated a code of student conduct.  The length of time school personnel may remove a student to an interim alternative setting, without a hearing officer, has been changed from 45 days to 45 school days.  In addition, school personnel may now remove a student who “has inflicted serious bodily injury upon another person while at school, on school premises, or at a school function” to such an interim placement without a hearing officer ruling.  The criteria to be used in disciplinary action for determining whether a behavior is a manifestation of a student's disability is: 1) whether the conduct in question is caused by, or had a direct and substantial relationship to, the student's disability; or 2) whether the conduct in question was the direct result of the school district's failure to implement the student's IEP."

 

CPCS, also relies on adherence by the DOE with the “Charter School Expansion Act of 1998, IDEA Compliance, which states, “In the case of charter schools that are public schools of an LEA, *613(a)(5) of the IDEA requires the LEA to serve children with disabilities in those schools in the same manner that it serves children in other schools and to provide IDEA funds to its charter school in the same manner as it provides those funds to its other schools.” 

 

CPCS will be in compliance with federal guidelines in adapting the content, methodology or delivery of instruction to students with special needs and may contract for services with the DOE for 504 services and accommodations including strategies for:

·        Instructing in the least restrictive environment

·        Utilizing accommodations /modifications of the learning environment

·        Utilizing appropriate performance indicators

·        Utilizing effective Individual Education Plans

 

 

VI.  A Plan for Accountability: A plan to hold the school, its faculty, and staff (collectively and individually) accountable in at least an equivalent manner as are other public schools throughout the state. [Section 302A-B(c)(5)]

  1.  Describe the school’s plan for collective and individual accountability.

(1)   Include how the school will know if it is achieving its purpose, moving towards its vision, and accomplishing its mission and goals.

(2)   Include how the school will hold its personnel accountable.

(3)   If applicable, include how the school might incorporate the Superintendent’s accountability design into its accountability plan (See attachment A)

B.     Describe how the school will be accountable “in at least an equivalent manner as are other public schools throughout the State”

 

 

VI. (A) (1, 2 & 3) CNSP has developed a shared understanding of the following needs aligned with DOE goals:

¨      A Powerful Educational Vision Coupled with a Powerful Educational Program and Assessment System:

¨      A shared vision by all at the school regarding educational expectations and goals, grounded in a set of shared values and beliefs

¨      A strong instructional program for implementing this vision.

¨      Curriculum content and instructional methods grounded in theory and research that meet the needs of the school’s student population. 

¨      Student performance standards, both those set by the school and those adopted at the state level that are clearly defined.

¨      Assessment tools for measuring educational outcomes that are multidimensional and aligned with the curriculum and the Hawai`i Content Standards.

¨      A cohesive school culture through clear communication of educational goals to parents and students, and through professional development, allows teachers to reflect collaboratively on effective practices.

¨      A Clear and Detailed School Operations and Management Plan, Management Structures and Qualified Staff:

¨      A sound school business plan that addresses the organization’s fiscal and program management.

¨      Proposed school budgets, which address the planning and capital expenses necessary to open the school. 

¨      Internal accounting practices, budget monitoring and auditing procedures have been clearly laid out.

¨      A plan to acquire and manage facilities is included in the school’s implementation plan (See Section VIII.).

¨      Issues involving liability, personnel and governance have also been addressed in the operational plan.

¨      An effective organizational structure must be in place and staffed by qualified and committed individuals.

 

Additionally, CPCS recognizes the importance of ongoing evaluations and continuous improvement. It also recognizes the need to model performance-based behavior.

 

As a self-reflective, learning organization [Senge, 1994], CPCS continuously assesses its progress and strives to improve. The following sections explain how we assess each aspect of our program (Adopted from charter schools models of best practice – see references).

 

Student assessment takes place constantly at CPCS. Students and teachers continually look for ways to improve learning. Specifically, assessment takes place through observation of the process of learning, observation of the product, assessment given in contextualized settings and decontextualized settings.

 

Observation of the Product

This type of assessment looks at work that the students produce without taking into account how it was produced (for instance, a final draft of a paper, a final presentation, or a tape of a child reading out loud).

 

Observation of the Process

This type of assessment relies heavily on teacher, parent and student observation. For instance, a teacher may notice that a student has a difficult time making verbs and nouns agree when writing. This obstacle may not appear in a final product as the writing process continues, but the observation about the child is invaluable to assessing progress. This assessment usually happens in a child's reflection log or a teacher's anecdotal notes.

 

Contextualized Measures

Assessment in this category reflects more traditional forms of assessing children (e.g., unit tests, math computation quizzes, vocabulary tests, etc.).

These activities directly reflect what is being taught in the classroom (i.e. contextualized) and give a quantitative measure of the child's knowledge.

 

Decontextualized Measures

Decontextualized assessment takes place when learners are asked to perform tasks involving material that is not directly related to what they are studying in class. The data are typically quantitative and allow comparison of our learners and overall program to children in other schools. Some of these assessments are in place; others still need to be developed.

 

VI. (B)

The State DOE defined its NCLB mandated restructuring strategy for 2005-2006 and distributes a Power Point presentation from its website.  The following excerpts indicate that a restructuring plan for existing charter schools has not been developed:

“The No Child Left Behind (NCLB) Act of 2001 states that any school that fails to attain Adequate Yearly Progress (AYP) for five years must begin planning for restructuring and in year six, must enter restructuring. 

Section 1116(d) of NCLB requires that restructuring action be consistent with Federal, State, or local laws, court orders and agreements.   It reads,  ‘Nothing in this section shall be construed to alter or otherwise affect the rights, remedies, and procedures afforded school or school district employees under Federal, State, or local laws (including applicable regulations or court orders) or under the terms of collective bargaining agreements, memoranda of understanding, or other agreements between such employees and their employers.’

The restructuring process can only be delayed by Hawaii State laws, court orders, or agreements prohibiting such action.

Restructuring of a school means there will be fundamental changes in school governance, reforms in standards-based curriculum and additional services at the school level to increase student achievement.   

These activities will be directed and supervised by the Complex Area Superintendent (CAS) for each school.”

Two paths for restructuring are identified: State Take-Over and Self Governance. State Take-Over is structured according to two options. The first option requires the CAS to provide for comprehensive services to the school that will be managed by a restructuring provider. The second option requires the CAS to directly manage the restructuring process and hire, contract and supervise restructuring providers and/or others as needed. The problem for existing charter schools is that they are not legally a complex and existing CASs have no authority over the charter schools. The Self Governance path for restructuring only includes an option for existing DOE schools to convert to charter schools through a process delineated in Act 2 of the State Charter School Law.

Amendments to existing statute (§302A-1186) through SB 1643 will allow the BOE to “adopt guidelines for multi-year evaluations of charter schools that have been chartered for four or more years, or for special evaluations at any time, including a schedule of such evaluations.” The BOE may then use the evaluation to place the charter school on probation. Deficiencies that concern student performance will require the charter school to improve student performance within two years. The BOE may revoke the charter by a two-thirds vote after two years of no improvement. Significant progress is defined in the 2005-2006 State DOE policy as at least 10 percent of students moving from “not proficient” to “proficient” in student achievement. Schools that do not meet this threshold are identified for restructuring. SB 1643 establishes a task force to make recommendations to the Legislature for issues including “the powers, authority, and requirements of schools, local school boards, the charter school administrative office, and board of education.”

With no existing State policies or procedures defined for a plan of restructuring for an existing charter school, CPCS will rely on Federal statute to define the creation of our restructuring plan. NCLB mandates that a school failing to meet its state’s AYP requirements for five consecutive years to design a plan to:

·        Reopen the school as a public charter school

·        Replace all or most of the school staff, which may include the principal, who are relevant to the school’s failure to make AYP

·        Enter into a contract with an entity, such as a private management company with a demonstrated record of effectiveness, to operate the school as a public school

·        Turn the operation of the school over to the state education agency, if permitted under state law and agreed to by the state

·        Any other major restructuring of a school’s governance arrangement.

The CPCS Local School Board will follow appropriate state and federal laws to create the plan after a fifth year of failing to make AYP. If the school still fails to make AYP, it will implement the restructuring plan at the beginning of the school year following the creation of the plan. When recent legislative changes in State charter school laws are enacted, they will be adhered to by CPCS.

Charter schools, like all public schools in Hawaii, are subject to the State’s Title I accountability requirements. However, the State is required to look to its charter school law to ascertain the entity responsible for overseeing charter school accountability for Title I purposes.  Section 1111(b)(2)(K) of the Elementary and Secondary Education Act of 1965, as amended by the No Child Left Behind Act of 2001 (NCLB) and Section 200.49(f) of the final Title I regulations (67 Fed. Reg. 71710, 71727, to be codified at 34 C.F.R. pt. 200) require accountability for charter schools to be overseen in accordance with State charter school law. Thus, a State’s charter school law determines the entity within the State that bears responsibility for ensuring that charter schools comply with the Title I, Part A accountability provisions, including AYP. The charter authorizer is responsible for holding charter schools accountable for Title I, Part A provisions unless State law specifically gives the SEA direct responsibility for charter school accountability.

Charter schools are public schools subject to the accountability requirements of NCLB. In accordance with congressional intent, Title I state accountability plans may not "replace or duplicate the role of authorized chartering agencies" in overseeing accountability requirements for charter schools.  State Title I accountability plans should respect the unique nature of charter schools and should reflect input from charter operators.

Critical Questions

The following Critical Questions will guide much of the accountability system prior to implementation of the board’s new guidelines. The five principal questions borrow heavily from those being used in Massachusetts and Colorado.  These questions are:

Is the school faithful to the terms of its contract?

Quite simply, is the school carrying out its contract with the district? Includes a look at the degree to which the school is following health and safety requirements, and the essential legal, statutory, and regulatory requirements to which it is committed.

Is the school faithful to its stated mission, goals, and objectives?

What is the school’s mission? Are the programs and operations faithful to the mission, goals, and objectives, as stated in its charter?

Is the school design and educational approach clearly defined and coherent? Does the school’s organic documents—charter, educational vision, mission statement, guiding principles, etc.—reflect a coherent school design?

¨      What are the school’s goals listed in the charter implementation plan? Note any revisions made in the school’s goals since it opened.

¨       Are these goals consistent with the school’s mission? Are they clear?

¨       Is the school meeting these goals?

¨      Is the academic program a success?

¨      Academic goals: Are the school’s measurable academic goals clear, and do they reflect high expectations?

¨      Assessments: How is student learning being assessed? Are the external and internal assessments in place well matched with the school’s academic goals? Are they aligned with the school’s goals to meet or exceed state or district standards? Are they aligned with the school’s mission?

¨      Results: Has the school made reasonable progress in meeting its own internally established measurable goals over its first few years of operation?

¨      Is student performance strong and/or are there clear indications students are making strong progress?

¨      What strategies are in place to see that students with special needs, those at-risk of failure, and those not making reasonable progress are meeting—or are being given opportunities and reasonable accommodations to meet—the academic goals? Are those strategies proving effective for these students in terms of improved academic performance?

¨      What kinds of curriculum and objectives and/or course outlines are in place? Are they clear? Are they consistent with the mission? Do they reflect high expectations?

¨      What changes have been made over the past year or two to improve the academic program? How are those changes being evaluated?

¨      Is the school a viable organization?

Finances

¨      Is the school financially solvent and stable?

¨      Does the school have appropriate controls and procedures for the management of financial resources?

¨      Does the school commit its resources in ways that will help it achieve its mission and major purposes? Does it look like the school is making investments in staff and training, and in books, technology, and other supplies, that are consistent with the school’s priorities?

¨      Is a lack of financial resources impeding improved academic achievement?

¨      Is attendance strong? Is the school meeting attendance goals?

¨      Is enrollment stable and near capacity? Is the school showing good results on retention of students?

¨      Is school governance sound? How effective is the board?

¨      Is school day-to-day leadership strong? How effective is the school’s management/ administration? (Supervising Teacher; curriculum leaders; business managers; etc.)

¨      Is the school’s leadership—the combined work and joint efforts of the board and school management to lead the school—effective?

¨      What is the quality of teaching? Is professional staff competent and resourceful?

¨      What professional development is in place to support teachers in order to see that more students are meeting the standards?

¨      Is the school a place where students and teachers are safe and feel safe?

¨      Is the school climate good? Does it seem to be a positive learning and social environment? Is there a tone of decency and respect among and between students and the faculty?

¨      Is discipline handled effectively? Gather data for last two years.

¨      Are the physical facilities adequate for the program of the school?

¨      Are parents satisfied with the performance of the school? What measurements are in place to indicate parent satisfaction? In what areas do they express concerns, and what steps are in place to address those concerns?

¨      How strong is parent involvement?

¨      How strong is the relationship with the chartering authority? Is that going to be a factor in the school’s success and in its future?

¨      Does the school recognize clearly where growth is most essential?

¨      As the school analyzes its progress, how well can it identify its areas of strength, and areas that growth and improvement are most needed? Has the school established a limited number of vital priorities to focus on for self-improvement?

 

 

VII. Governance Structure:  A governance structure of the school.  [Section 302A-1182(c)(6)] Any public school or schools may form a new century charter school by establishing a local school board as its governing body composed of, at a minimum, one representative from each of the following participant groups:  1) Principals; 2) Instructional staff members selected by the school instructional staff; 3) Support staff selected by the support staff of the school; 4) Parents of students attending the school selected by the parents of the school; 5) Student body representatives selected by the students of the school, and 6) The community at-large. [Section 302A-1182,3(b)(1-6)]

A.     Maintain and submit the names, addresses and phone numbers of all members of the interim or local school board.  Identify them by role group as required by law.

B.     Describe the charter school’s governance structure.  Submit the local school board’s governing documents.

C.     Describe how the charter school will be managed.

D.     If the charter school is established in partnership with any entity, identify the entity.  (Include the name, address and phone number of a contact person.)  Describe the entity’s governance and/or management relationship with the school.

 

 

VII. (A) CPCS Local School Board (2004-2005)

President                                  Ms. Joan Derbyshire

                                                27 Elm Dr.

                                                Hilo, HI  96720

                                                990-0993________________

Vice President                          Ms. Kimberly Derr

                                                P.O. Box 1948

                                                Keaau, HI  96749

                                                966-6361________________

Secretary                                  Mr. Lawrence Jackson

                                                P.O. Box 1236

                                                Kurtistown, HI  96760

                                                968-8302________________

CEO                                        Mr. John Thatcher

                                                1188 Kaumana Dr.

                                                Hilo, HI  96720

                                                935-4234________________

Classified Staff              Ms. Heather McDaniel

                                                P.O. Box 928

                                                Keaau, HI  96749

                                                968-8541________________

Parent                                      Ms. Kris Aton

                                                16 Punawai St.

                                                Hilo, HI  96720

                                                969-6864________________

Parent                                      Ms. Anne Anderson

                                                1240 Honua St.

                                                Hilo, HI  96720

                                                959-3463________________

Parent                                      Ms. Megan Yarberry

                                                HCR 1 Box 5404

                                                Keaau, HI  96749

                                                982-5963________________

Community                               Mr. Kiko Johnston-Kitazawa

                                                P.O. Box 490

                                                Pahala, HI  96777

                                                928-6294________________

Community                               Mr. Robert Chow

                                                857 Uilani Pl.

                                                Hilo, HI  96720

                                                959-7594________________

I. (B) LEGAL AND GOVERNANCE STRUCTURE OF THE SCHOOL

The President of the CPCS Local School Board serves as the point of contact for all school matters and is responsible to see that the following bylaws are followed and adhered to:

    Connections New Century Public Charter School

Local School Bard -- Bylaws

 

I. Membership

Board members will be comprised of the following participant groups:

II. Powers

The Board shall conduct or direct the affairs of CPCS and exercise its powers, subject to the limitations of the State of Hawai’i and the mandates of Charter School Laws.  The Board shall delegate the day-to-day management of the operations of CPCS, so long as the affairs of CPCS are managed, and its powers are exercised, under the Board’s ultimate jurisdiction.  Without limiting the generality of the powers here granted to the Board, but subject to the same limitations, the Board shall have all the powers enumerated in these Bylaws, and the following specific powers: 

 

III. Officers

A. Positions

The officers will consist of:

The CPCS Board also may have such other officers as the Board deems necessary

B. Responsibilities

 

 IV. Election, Term of Office, Removal, Resignation of Members

 A. Time of Elections

 B. Term of office

 C.  Removal of Members

 The Board may not remove a member without cause.  The Board may remove any member   

 who:

D.     Resignation of a Member

A member may resign by giving written notice to the Board President.  The resignations shall be effective on the giving of notice, or at any later date specified in the notice.

E.      Vacancies

When a vacancy occurs due to a removal or resignation, the respective participant group shall be notified by the Board President and the participant group shall select a new representative within one month.

 

V. Compensation of Board Members

Board Members shall serve without compensation.  However, the Board may approve funding, reimbursement, or stipend for a Board Member’s actual and necessary expenses while conducting CPCS business. 

 

VI. Meetings of the Board

A. Place of Meetings

Board meetings shall be held at the CPCS campus or at any other reasonably convenient place as the Board may designate.

B. Regular meetings shall be held on the first Monday of each month unless scheduled on     another date by the Board.

C. Special Meetings

A special meeting may be held at anytime if called by the Board President or called by any five members of the Board.

D. Executive Meeting

The Board shall convene in Executive Session at any regular or special meeting when matters of litigation, personnel, or other matters deemed confidential to the Board are to be considered. Any action that is the result of an Executive meeting shall be reported and noted in regular or    special meeting minutes when the Board reconvenes in public meeting.

E. Notice of Meeting

 

VII. Action by the Board

 A.  Quorum

 A quorum shall consist of two-thirds of the fixed number of Board members.

 B.  Action by the Board

C.  Participation in Discussions and Voting

Every Board member shall have the right to participate in the discussion and vote on all issues before the Board, except as noted below:

 

VIII. Committees

The Board may appoint one or more Board committees by majority vote. Such committees shall report findings and recommendations to the Board.  The committees shall not have authority to make Board decisions.

 

IX. Rights of Inspection

All Board members have the right to inspect all books, records, and documents that are part of CPCS operations and any physical properties belonging to CPCS.

 

X. Confidentiality

All Board members have a duty to maintain the confidentiality of all Board actions that are not of public record.

 

XI. Non-Liability and Indemnification

Board members shall not be personally liable for CPCS debts, liabilities, or other obligations; and are indemnified from legal actions against CPCS as provided by State laws.

 

XII. Amendments to the Bylaws

These bylaws may be amended by majority vote of the Board at any Board meeting.

 

VIII.        A Facilities Management Plan:  A facilities management plan that is consistent with the state facilities plan; provided that if the facilities management plan includes use of existing school facilities, the new century charter school shall receive authorization from the administrator responsible for the facilities; provided further that the final determination of use shall be under the discretion of the board.  [Section 302A-1182(c)(7)]

  1. Describe where the charter school will be located.
  2. If the charter school is using existing public school facilities, include all preliminary agreements that have been made between the charter school and the administrator in charge of the facilities. (Consider including the following in your written agreement: the duration of the agreement, identification of the classrooms that will be used, repair and maintenance, bus transportation, sharing of utility costs, coordination of schedules, decision-making between the schools, conflict resolution, rental and/or subleasing, use of common areas such as cafeteria/library/parking spaces/play-fields/play courts, etc.)  Agreements also should include how hazardous materials will be managed/monitored and who will be responsible.
  3. If the charter school is securing its own facilities, include lease, rent or construction documentation.

1)      Include documentation to show that inspections and approvals by county departments for fire and building code compliances have been made and permits have been obtained.

2)      Include documentation from the Department of Health regarding sanitation requirements and other health/safety requirements that must be met.  For example, the requirements of the following:

a)      Commission on Persons with Disabilities – American Disabilities Act (Department of Health)

b)      Health and Sanitation (Department of Health)

c)      Fire Codes (Respective County and Building Departments)

d)      Building Codes (Respective County and Building Departments)

e)      Hawai`i Occupational Safety and Health (HIOSH) – (Department of Labor and Industrial Relations)

f)       American Society of Testing Materials (National standards for playground surfacing materials)

g)      Consumer Protection Safety Commission (National standards for playground equipment)

 

 

VIII.     (A)

CPCS is currently located in a three story building that was formerly a department store; the historic Kress Building of Hilo.  One reason for forming the original Connections program was to address parental and teacher concerns about curriculum.  CPCS was established to offer a small-school environment with one class per grade level.  The learning environment was envisioned as being conducive to the recognition of individual talents.  This facilities plan will continue to address the needs of the teachers, parents and community.  Articulation is designed to foster the development of cross-grade-level curricular development.  The mission of Connections is driven by principles surrounding individual responsibility, personal mastery, self-esteem, shared responsibility and community.

The need for new construction or renovation has been forefront in the minds of the CPCS administrators and teachers. According to Smith (2001), three major factors are considered when deciding to build or to renovate:

 

 CPCS is growing and requires additional space or a means to transcend the existing space. Earthman and Lemasters (2004) consider the educational specifications as the most important task to be done when considering a renovation project or a new building project that is to adequately describe the activities and needs of the users of the facility.

 

Private and community schools have often made use of whatever is available and economical for a school facility. It is not uncommon practice to use whatever buildings and environmental and community resources that are readily usable and cost efficient.  In assessing the potential opportunities presented by a particular building the following factors are considered:

 

The vision for the design of CPCS includes:

 

The intellectual mission for the school will focus on:

 

The curriculum will be:

The program will include a level of personalization that supports:

 

The design implications include:

 

Adult world connections will include:

 

The adult world design implications will include:

 

In order to determine the best options for CPSC, research has been conducted on properties available and their costs if the school were to relocate to either buy and/or renovate another existing facility that could eventually accommodate all twelve grades. The recent real estate market has seen an increase in property values driven by an influx of economically advantaged elderly to the island. As a consequence, the prospect of relocating to another site to house the entire school would require much more financing than CPCS has available at this time.

 

Research of the local real estate market has primarily focused on the South Hilo region on the island of Hawai`i.  Because CPCS is currently located in the Historic Kress building on the waterfront in downtown Hilo, a site near this location would be the most ideal.  Several facility options have been available in the general area, from Hamakua to Puna, an expanse of over 37 miles from the farthest sites.  Several commercial properties are available on the Orchid Isle/ Prudential, the Hilo Brokers, Ltd., and the Department of Justice’s websites.

 

 

CPCS has very limited funds. The school operates almost entirely on state allocations.  Facilities budgeting must remain no more than about 12% of the annual operating budget.  The location for expanding the program to include high school also needs to be close enough to easily share administrative support. It would be difficult (given current operating funds) to operate a separate campus.

 

Being located in the old downtown section of Hilo affords the opportunity to get involved with Downtown Improvement Association projects.  CPCS has partnered with the local merchants on several projects; most notably the annual Chinese New Year’s celebration.  These partners exist because of the school’s location in downtown Hilo.  CPCS enjoys a good reputation for involvement in community projects.

 

The current facilities listing as an historic site helps make the current location desirable.  The art deco design complements the CPCS strong program in the graphic arts. The CPCS art teacher is the daughter of noted local artists and is a recognized artist herself.  The acoustics in the building are adequate and make this a good location for musical performances.  CPCS’ music teacher has used the facilities, and its open access to the public, to facilitate some exceptional performances. One Christmas, his choral group strolled the downtown area singing Christmas carols. The educational opportunities available in the location spawn community involvement, mentoring, guest speakers, historical awareness and civic responsibility.  With the building being open to the public, students have the opportunity to create displays of their work that are admired by many locals and tourists alike.

 

If CPCS remains at the Kress building, historic preservation will most likely be a concern.  Architects can be an asset.  In 1998, for example, Mason Architects, Inc. received an AIA design merit award for their work on the renovation of the Toyama Building (Hilo Masonic Hall).  Included below is a list of architecture firms found in the Hilo region.  All have experience in new construction and renovation and most have commercial experience.  A few also have specific public and private school construction and renovation experience in the area.

Architecture Firms (Hilo Area)

Cockerham L Taylor: 159 Keawe St # 2 Hilo, HI, (808) 961-0374

David Y Tamura Associates, Inc: 200 Kohola St Hilo, HI, (808) 935-3466

Erickson Architecture & Design- Neil C. Erickson: 180 Kinoole Street, Hilo, HI, (808) 969-4945, Email: neil@hialoha.net

 

Licensed Professional Architect in State of Hawaii AR-7428 Commercial, Retail, Residential, and Vacation homes and complexes.

Hubs Hawaii Inc: 85 Po`okela St Hilo, HI, (808) 961-3223

Leonard Bisel & Associates: 1166 Puhau St Hilo, HI, (808) 959-0247

Oda-McCarty Architects Ltd: 557 Manono St. Hilo, HI, (808) 935-9358

James M Mc Keague & Associates: 55 Kalakaua St. Hilo, HI, (808) 935-1749

Ronald H Nagata Aia Inc: 280 Ponahawai St # 203 Hilo, HI, (808) 961-2828

Robert E. Oliver, III Architect- Robert E. Oliver, III: 209 Kinoole St. Suite #8, Hilo, HI (808) 969-9993, Email: oliver@ilhawaii.net

Architectural design using 3D walk thru computer models. Exotic custom residences, commercial, store planning, historic preservation, industrial, medical and religious. free estimates.

PBR Hawai`i: 101 Aupuni St # 310 Hilo, HI, (808) 961-3333

Stuart Martin Ltd: 40 Kamehameha Avenue Hilo, HI, (808) 934-7808

 

Through the state procurement process, the state of Hawai`i details government construction, maintenance, or renovation work that must be done.  The Department of Accounting and General Services (DAGS) requests bid submissions from companies for these projects. The state affirms that companies submitting the lowest bid are not necessarily guaranteed the award; however, the projects listed are a strong indication of the scope of work done in public schools and the cost.  CPCS, along with subcontractors and architects can plan accordingly for future work that might need to be done.

 

Hawai`i charter schools get no facility support or funding.  They must find facilities of their own and must leverage their own financial resources as well as those of the surrounding community in order to realize facility needs. 

“The Hawaii DOE estimates that it will need to spend $2 billion on school construction in the next ten years—or about $200 million annually—to keep pace with growth, but the budget has remained at $45 million for several years now.” (4)  Most public schools are built on state owned land.  There are a few exceptions.  Three public schools: Keaukaha Elementary School in Hilo, Moloka'i High and Intermediate School, and Waimanalo Elementary and Intermediate School are on Hawaiian Home Lands property.  The state is working out a land exchange for state property, for these sites.   Nanaikapono Elementary School, located in Nanakuli, O`ahu, was moved recently from land that the state was leasing from the Department of Hawaiian Homelands, to state owned land.  Construction at the new site started in 2003.  The Department of Education asked the Legislature for nearly $25.3 million for construction of the new school and included the money in the state budget.  A few other public schools built on land not owned by the state are on federal property or military bases.

 

With the policy of no assistance for facilities through the states’ education department, the school must use conventional methods to procure financing for acquisition or renovation projects. Approaching funding agencies for renovation funds in leased buildings is tricky without having collateral available.  An established successful charter school can procure that funding just like any established business would.  In order to approach financial institutions for funds a school must be prepared to provide the necessary information that will be requested.  Financial institutions analyze and review proforma budgets to determine the financial viability and stability of any credit worthy entity. CPCS has completed such a proforma budget, estimating revenue for the fiscal years 2003-2011. CPCS is projecting a surplus in revenues that total $883,733.68 over an 8 year period, making a lease with an option to buy an extremely attractive option for the school.

 

An updated business plan is one item that will be requested in most funding applications.  Prepackaged software can be purchased to provide a business plan that most funding agencies will find acceptable.  However, the usual business plan will not contain all the information that will be required from a school.  In recent experiences of searching for funding sources specializing in charter schools like banks, bonds, or granting agencies additional information was requested. The checklist provided below has been constructed to provide a school with a useful list of items to have prepared in the event that additional information is requested from a funding source. Providing this information in a quick, organized system helps to establish the image of a well ran business to funding agencies. 

 

FACILITY FUNDING CHECKLIST

 

1.                  Organizational By-Laws and amendments thereto.

2.                  Certificate of Status-Domestic Corporation from Secretary of State.

3.                  Evidence of Hazard and General Liability Insurance.

4.                  FY current and previous audited financial statements.

5.                  Un-audited FY year-to-date balance sheet and financial statements.

6.                  Detailed current year budget, to include revisions that factor in changes to lease terms, additional or new debt service, changes in projected operating costs, etc.

7.                  Detailed 5-year summary budget.

8.                  Current organizational and staff chart.

9.                  Current business plan.

10.              Current list of board members, board officers, and brief bios of each.

11.              Approved charter application or a detailed summary of all facets of the school –governance, leadership, processes for policy and decision making roles and responsibilities of board, executive director, and school leadership, and detailed descriptions of the educational program and all school operations.  Specifically, the document should contain:

a.       A summary of the current educational program

b.      Curriculum

c.       Instructional philosophy

d.      Leadership/management/planning description

e.       List of subjects offered

f.        Subjects required

g.       School calendar

h.       Typical student and teacher school schedule

i.         Graduation requirements

j.        Overall method of assessment (i.e., accountability plan)

k.      Status of NCLB quality teacher requirements

l.         Annual reports in addition to state report card

m.     Method by which executive director, principals, and all faculty and staff are evaluated.

12.              Description of parent and community support and involvement; results of parent/student/teacher satisfaction survey.

13.              Minutes/summaries of board meetings for the last two to three years.

14.              School improvement plan for applicable campus.

15.              Amendments to the charter and other correspondence to authorizer or state department of education re: compliance status.

16.              Student demographics for current year and previous year (school-by-school).

17.              Student performance data on other than state assessment tool and SAT-9 (such as ACT, SAT).

 

Currently the U.S. Department of Education provides the largest collection of possible financial resources and information available to schools.  Searching the web and researching how other charters have also tackled these issues has provided useful resources that will assist in a financial assistance search for facilities. The Charter Friends National Network in partnership with the NCB Development Corporation has developed a resource guide.

Charter School Facilities: A Resource Guide on Development and Financing

The Minnesota Association of Charter Schools (MACS) web site has helpful resources that a charter in another state may find useful.

 

The bidding of the project and managing of the construction stage is an important aspect of any facilities project. CPCS is exempt from the state procurement process but may choose to adhere to the same standards and legal requirements that apply to bidding by a state agency. This information can be resourced at the State Procurement Office web site.  In the manual of procurement of goods, services and construction all the regulations of the procurement planning process is provided.

 

The guidelines laid out in “School Maintenance and Renovation” outlines a checklist that can be utilized by CPCS for a renovation project:

1.)    Bid documents or Contract documents prepared by architect.

a.)    A complete set of architectural drawings and technical specifications.

b.)    Four copies of specifications for each craft required by the renovation.

2.)    Final architectural drawings are the bid documents needed for potential bidders of each craft.

a.)    Contract documents when the contract is signed.

b.)    Working drawings when utilized by contractor on site.

3.)    The architect is responsible for all preparation and signing of all documents

a.)    Architect’s registration number and seal must be present on all documents in case design or responsibility is in question.

b.)    Bids of services are based upon the specific technical specifications.

4.)    All bidders must be pre-qualified to meet the conditions for the RFP.

a.)    A surety bond provided by insurance that has scrutinized the financial standing of the bidder.

b.)    Pre-qualification must meet civil rights legislation and the rules and regulations concerning affirmative action and equal employment opportunities.

c.)    This is a requirement for all state, federal and local agencies to submit bids.

5.)    Bidding Procedures must observe all legal requirements and school board policies.

a.)    Publicly advertise the project and the request for bids.

                                                               i.      Must be provided in the designated legal newspaper of a community.

                                                             ii.      School Boards can designate a newspaper as the legal source of announcements based upon circulation.

b.)    The advertisement must follow prescribed rules of content of the request for bids.

                                                               i.      Complete description of the project.

                                                             ii.      Location of the project

                                                            iii.      When bidding will take place

                                                           iv.      Materials necessary to submit a bid

                                                             v.      Where these materials may be obtained

                                                           vi.      Cost for obtaining such materials

                                                          vii.      Deadline for receiving bids

                                                        viii.      The type of bid that will be accepted

                                                           ix.      When the bids will be opened

                                                             x.      The outcome of the opening of bids

                                                           xi.      How a firm can become pre-qualified

                                                          xii.      Types of bonds the bidder must submit

                                                        xiii.      Legal provisions and regulations bidder must accept

                                                        xiv.      The person or office contact for information

                                                         xv.      Address of the school board

c.)    Advertisement must specify the kind of bid accepted (lump sum, cost plus centum, fee basis)

d.)    Advertisement should be printed for a school board policy pre-determined number of days before closing date.

e.)    Advertisement may be printed in more than one source or location for wider notification

f.)      Bids for major renovations are submitted in a sealed envelop and stamped by school personnel before stated time of bid closing.

                                                               i.      Bids received by mail or by hand after the designated time will not be accepted.

g.)    Bids are then opened, recorded and read in a public forum by the purchasing agent for the school.

h.)    School then submits a recommendation to the school board.

                                                               i.      A closed meeting with the school personnel and the architect may be held to discuss and recommendations regarding the adequacy of the bids.

                                                             ii.      A bid may be rejected or accepted in a formal regularly scheduled school board meeting.

(Lowest responsible and responsive bidder and rejection of bid are topics covered in more detail in our text.)

6.)    Bonding requirements

a.)    Surety bond - good faith guarantee to the school system that the offer is bonafide and that the good will of the firm is behind it. This bond also serves as an indemnity for the school system.

b.)    Preformance bond - is in the amount of 100 percent of the contract price to cover the project until the work is completed and all settlements are made.

                                                               i.      This could be 3-5 years following completion of project.

7.)    School’s legal counsel detailing the scope of the project and the schedule prepares contracts.

a.)    Include all details of work required and penalties or incentives for completion.

b.)    Stipulation of training for personal should be included were applicable.

8.)    Construction Supervision should be included in scope and cost of project.

a.)    A representative of the school system should be employed to oversee the project being done daily to specification and schedule.

b.)    Decisions made by this representative are binding upon both contractor and school board.

9.)    Construction Management is a liaison between the school board and the contractor.

a.)    Design/ build concept – outside management firm controls all processes involved in the design and construction of project.

                                                               i.      Local school board may have to arrogate some of the supervisory responsibilities to individuals outside of the school system.

                                                             ii.      Costs less but relinquishes control over decision-making process.

b.)    Criteria for design build concept:

                                                               i.      Background & experience in educational facilities

                                                             ii.      List of satisfied clients to be contacted for references

                                                            iii.      Amount of work that is repeat business for the firm

                                                           iv.      Track record of on-time and under budget completion of projects

                                                             v.      Process for preparation and management of project budget

                                                           vi.      Process to ensure effective management of contractors and subs

                                                          vii.      Qualifications of key personnel of project and experience with similar projects

                                                        viii.      Interaction with and use of small, minority owned and women owned businesses

                                                           ix.      Interaction with school personnel

                                                             x.      Will firm act as a partner of the school system and represent the school board

                                                           xi.      In decision making process is school personnel involved

                                                          xii.      Fees required for construction management

10) Change orders are part of construction because no one can anticipate everything!

a.)    The architect of record and the school staff must approve all change orders prior to the change order being presented to the school board for a contract change.

b.)    The school should examine change order history of a bidding firm during the bidding process.

c.)    Change orders are an index of quality and very few should be initiated during a project.

 

VIII. (C) See Appendix C

 

 

IX.           Annual Financial and Program Audits: Annual financial and program audits. [Section 302A-B(c)(8)]

 

A.           Detail the school’s budgeting, accounting, procurement and auditing procedures

B.           Include a tentative budget for the first school year.

C.           Using the methodology for determining how much state funds the school may receive, show how the charter school will sustain itself if federal funds no longer are forthcoming.

D.           Describe how and by whom the charter school’s annual financial audit will be conducted.

E.            Describe how and by whom the charter school’s annual program will be conducted.

 

 

IX. (A) (B) (C)

Overview

To be an efficient and well managed fiscal organization, CPCS has addressed a full range of fiscal issues and processes including:

¨      Reflecting on the fiscal implication of achieving the CPCS vision, mission, and programmatic principles

¨      Associated costs of starting and maintaining the school

¨      Projections of future finances

¨      Number of students to served

¨      Community socioeconomic levels

¨      Free/reduced meals program

¨      Special needs

¨      State and Federal funding

¨      Potential outside funding support

¨      Inflation and COLA

 

The CPCS annual budget reflects how income is generated and collected and breaks the information into necessary elements.

Additionally, CPCS fiscal planning includes funding authorized by federal “Charter School Expansion Act of 1998, which reflects that the SEA must,

      (2) describe how the state educational agency--

(A) informs each charter school in the state regarding …

(i)                  Federal funds that the charter school is eligible to receive; and

(ii)                Federal programs in which the charter school may participate

(B) will ensure that each charter school in the State receives the charter school’s commensurate share of Federal education funds that are allocated by formula each year.

 

FUND ACCOUNTING

 

This description of fund accounting is adapted from the Uniform System of Financial Reporting for Charter Schools (USFRCS) issued by the State of Arizona.  Fund accounting systems provide the means to segregate financial resources into funds or account groups in order to determine compliance with finance-related legal, contractual, or other restrictive requirements; and to aid management by segregating transactions related to certain restrictions and specific functions or activities.

 

Funds and Account Groups

A fund is defined as a separate fiscal and accounting entity with a self-balancing set of accounts recording cash and other assets, together with all related liabilities and residual equities or balances, revenues, and expenditures which are segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with special regulations, restrictions, or limitations. A fund operates almost as a separate company, although the fund’s activities are strictly bound by the school and the appropriate external requirements.

 

Although accounting records are separately maintained for each fund, funds that have similar characteristics are combined into broad fund categories. The three fund categories are governmental, proprietary, and fiduciary.

 

Governmental funds are used to account for a CPCS’s expendable financial resources based on the purposes for which these resources may or must be used. Governmental funds are classified into four fund types: general, special revenue, debt service, and capital projects funds.

 

Proprietary funds are used to account for ongoing activities that are financed and operated in a manner similar to private business enterprises.  Proprietary funds are generally self-sustaining. In that regard, the primary source of revenues is user charges. Proprietary funds are classified into two fund types: enterprise and internal service funds.

 

Fiduciary funds are used to account for assets held by a CPCS in a trustee capacity or as an agent for other funds, entities, or individuals. Fiduciary funds are classified as expendable trust, nonexpendable trust, pension trust, and agency funds.

 

Account groups are reporting devices used to account for certain assets and liabilities of the governmental funds not recorded directly in those funds. There are two account groups: general fixed assets and general long-term debt.

 

Measurement Focus

Measurement focus identifies what transactions and events should be measured and where they should be recorded in the accounting records and reported in the financial statements. Governmental and expendable trust funds are accounted for using the flow of current financial resources measurement focus. This measurement focus is unique in that generally only current expendable financial resources are accounted for. Therefore, the flow of current financial resources measurement focus requires the use of account groups to account for noncurrent or nonfinancial resources such as general fixed assets and unmatured general long-term liabilities.

 

Proprietary funds are accounted for using the flow of economic resources measurement focus. The focus of the funds within this category is on the measurement of net income (i.e., revenues, expenses). This measurement focus allows these funds to report all assets and liabilities associated with an activity.  Agency funds are custodial in nature (i.e., assets equal liabilities, with no equities), and thus do not involve measurement of operations.

 

Basis of Accounting

Basis of accounting refers to when revenues, expenditures or expenses, and transfers are recognized in the accounting records and reported in the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. Schools should use either the modified accrual or accrual basis of accounting, as appropriate.

 

CPCS presents the financial statements of the governmental, expendable trust, and agency funds on the modified accrual basis of accounting. Under the modified accrual basis of accounting, revenues are recognized in the accounting period in which they become measurable and available to finance expenditures of the fiscal period.

 

Revenues that are generally susceptible to accrual prior to receipt are interest on investments, property taxes, and intergovernmental grants and aid. Food service and auxiliary operations sales and miscellaneous revenues are not susceptible to accrual because they are generally not measurable until received in cash. Accountings for these latter types of revenues follow normal GAAP.

 

Expenditures are recorded when the related fund liabilities are incurred, except for principal and interest  on general long-term debt which are recognized when due. However, principal and interest payments on long-term debt due early in the following fiscal year may be recorded as expenditures in the current fiscal year if debt service fund resources are available for the payments. Under GAAP, expenses are costs incurred to earn revenues.  Transfers are recognized in the period in which the interfund receivable and payable arise.

 

Accrual Basis — Under the accrual basis of accounting, revenues are recognized in the period in which they are earned and become measurable, and expenses are recognized in the period incurred, if measurable. Transfers are recognized in the period in which the interfund receivable and payable arise.

 

INTERFUND TRANSACTIONS

 

Interfund transactions are additions to and reductions in fund expendable financial resources. While such transactions are not actual revenues and expenditures or expenses of CPCS, they may be accounted for as if they were, depending on the type of transaction.  Interfund transactions are identified as one of the following: quasi-external transactions, reimbursements, residual equity transfers, or operating transfers.

 

Quasi-External Transactions —Quasi-external transactions are transactions that would be accounted for as revenues and expenditures or expenses if they involved organizations external to CPCS. Quasi-external transactions are accounted for as revenues and expenditures or expenses in the funds involved. Most transactions between an internal service fund and other funds of the CPCS are treated as quasi-external transactions.

Reimbursements — Reimbursements constitute repayments of a fund for expenditures or expenses initially made from it that are properly chargeable to another fund. Reimbursements are recorded as revenues and expenditures or expenses in the reimbursing fund, and a reduction of the expenditures or expenses in the reimbursed fund.

 

Residual Equity Transfers — Residual equity transfers are nonrecurring or nonroutine transfers of equity between funds, such as contributions to an enterprise fund from the general fund, or a transfer of a residual balance in a special revenue fund to the general fund.

 

CPCS records residual equity transfers as additions to and deductions from beginning fund balances in governmental funds. In proprietary funds, residual equity transfers in are recorded as additions to contributed capital, and transfers out are recorded as reductions of retained earnings or contributed capital, as appropriate.

 

Operating Transfers —All other legally authorized interfund transfers between CPCS funds are recorded as operating transfers.  Expendable financial resources are assigned to funds based on the purposes for which the resources should be used. CPCS accounts for governmental funds using the flow of current financial resources measurement focus and the modified accrual basis of accounting.  Governmental funds consist of four fund types: general, special revenue, debt service, and capital projects funds.

 

GOVERNMENTAL FUNDS

 

General Fund

The general fund accounts for all resources used to finance CPCS maintenance and operation except those required to be accounted for in other funds. Activities included may be budgeted within programs such as regular education, special education, and pupil transportation.  Special revenue funds account for the proceeds of specific revenue sources, other than expendable trusts and major capital projects that are legally restricted to expenditures for specified purposes.  Debt service funds account for the accumulation of resources for, and the payment of, general long-term debt principal, interest, and related costs.

 

Capital projects funds account for resources to be used for acquiring and improving the school site, and acquiring, equipping, and improving buildings and attached fixtures. This fund type is also used when the acquisition or construction of a major capital facility will occur over several fiscal years or where it is legally mandated.  The Capital Outlay Fund of this fund type is also used to acquire furniture, equipment, vehicles, textbooks, instructional aids, and library books. The capital projects funds may also include the school plant fund if all expenditures from this fund are for capital outlay.

 

 

REVENUES, EXPENDITURES, AND OTHER FINANCING SOURCES (USES)

 

General Fund

General fund revenues include interest on investments, property taxes, intergovernmental grants and aid, and other miscellaneous revenues not accounted for in another fund. Other financing sources include transfers in.  General fund expenditures include salaries and benefits, supplies, purchased professional and technical services, purchased property services, other purchased services, and other miscellaneous charges. Other financing uses include transfers out.

 

Special Revenue Funds

Special revenue funds resources are similar to those of the general fund; however, they are usually legally restricted to expenditures for specified purposes. Revenues include interest on investments, intergovernmental grants and aid, food service sales, and auxiliary operations sales. Other financing sources include transfers in.  Special revenue funds expenditures include salaries and benefits, supplies, purchased services, and fixed asset acquisitions. Other financing uses include transfers out and reversions.

 

Debt Service Funds

Debt service funds revenues include property taxes, interest on investments, and intergovernmental revenues restricted for the payment of principal and interest on long-term debt. Other financing sources include transfers in.  Debt service funds expenditures include principal and interest payments on long-term debt. Other financing uses include transfers out.

 

Capital Projects Funds

Capital projects funds revenues include property taxes, intergovernmental revenues and gifts and donations restricted for capital acquisitions, and interest on investments. Other financing sources include proceeds from the issuance of long-term debt and transfers in.  Capital projects funds expenditures include acquisition costs for land, buildings, vehicles, furniture and equipment, land and building improvements, construction in progress, and capital lease payments. Other financing uses include transfers out.

 

ASSETS, LIABILITIES, AND FUND BALANCES

 

General Fund

General fund assets include cash, investments, receivables, supplies inventory, prepaid items, and amounts due from other funds and other governmental entities. Receivables may include property taxes receivable, accounts receivable, and interest receivable.  General fund liabilities include vouchers or accounts payable, accrued payroll, employee benefits, interest payable, tax anticipation notes payable, claims and judgments, and amounts due to other funds and other governmental entities. Other liabilities include deferred revenues and the current portion of compensated absences.

 

Fund balance in the general fund may include reserved and unreserved amounts. Reservations of a fund balance consist of those portions of a fund balance that are not available for appropriation or expenditure, or are legally segregated for a specific future use. A fund balance may include reserves for advances, inventories, and prepaid items. The final element of a fund balance represents an unreserved amount. This amount consists of those financial resources available to finance CPCS expenditures.

 

Special Revenue Funds

Special revenue funds assets include cash, investments, receivables, supplies inventory, prepaid items, and amounts due from other funds and other governmental entities. Receivables may include accounts receivable and interest receivable.  Special revenue funds liabilities include vouchers or accounts payable, accrued payroll, employee benefits, interest payable, and amounts due to other funds and other governmental entities. Other liabilities include deferred revenues and the current portion of compensated absences.

 

Fund balances in the special revenue funds may include reserved and unreserved amounts. Reservations of a fund balance consist of those portions of a fund balance that are not available for appropriation or expenditure, or are legally segregated for a specific future use. A fund balance may include reserves for advances, inventories, and prepaid items. The final element of a fund balance represents an unreserved amount. This amount consists of those financial resources available to finance school expenditures.

 

Debt Service Funds

Debt service funds assets include cash, investments, receivables, and amounts due from other funds and other governmental entities. Receivables may include property taxes receivable and interest receivable.  Debt service funds liabilities may include interest payable, the current portion of long-term debt, and deferred revenues.

 

Fund balances for the debt service funds may include unreserved and reserved amounts. Fund balances may include reserves for debt service payments.

 

Capital Projects Funds

Capital projects funds assets include cash, investments, receivables, supplies inventory, and amounts due from other funds and other governmental entities. Receivables include property taxes receivable and interest receivable.  Capital projects funds liabilities include vouchers or accounts payable, tax anticipation notes payable, contracts payable, the current portion of capital leases payable, amounts due to other funds and other governmental entities, and deferred revenues.

 

Fund balances in the capital projects funds may include reserved and unreserved amounts. Fund balances may include reserves for supplies. An unreserved fund balance may include designated and undesignated amounts.  CPCS may designate a portion of an unreserved fund balance for fixed assets replacement and contingencies.

 

PROPRIETARY FUNDS

Proprietary funds account for a CPCS’s ongoing activities that are financed and operated in a manner similar to private business enterprises. Proprietary funds are generally self-sustaining and consist of two fund types: internal service and enterprise funds.  CPCS accounts for proprietary funds using the flow of economic resources measurement focus and the accrual basis of accounting. Normal GAAP applies.

 

Internal Service Funds

Internal service funds are used to account for the cost of providing certain goods and services to other governmental entities on a cost-reimbursement basis.  Internal service funds may be used when CPCS wishes to provide goods or centralized services within the school more efficiently and to identify and recover the cost (including depreciation expense on fixed assets) through user charges. Internal service funds are intended to be self-supporting, and should operate at a break-even level over the life of the fund.

 

CPCS creates a separate internal service fund to account for any self-insurance program that is not part of the State self-insurance pool. Such a fund allows the school to pay claims and judgments of all school funds by accepting certain risks rather than insuring against those risks.

 

Enterprise Funds

Enterprise funds account for school operations financed and operated in a manner similar to private business enterprises, where the intent of CPCS is that the costs of providing goods or services to the general public be financed primarily through user charges.

 

REVENUES, EXPENSES, AND OTHER SOURCES (USES)

 

Internal Service Funds

Internal service funds revenues include operating and nonoperating revenues. Operating revenues include charges to other governmental entities for goods and services, and miscellaneous revenues. Nonoperating revenues include interest on investments, intergovernmental revenues, and gains or losses on disposal of fixed assets. Other sources include transfers in.

 

Internal service funds expenses include operating and nonoperating expenses. Operating expenses may include supplies and materials, salaries and benefits, administrative costs, repairs and maintenance, utilities, and depreciation. Nonoperating expenses include interest expense. Other uses include transfers out.

 

Most transactions between an internal service fund and other school funds are treated as quasi-external transactions, not transfers, for proper budget control. Accordingly, an internal service fund would record expenses for the cost of providing the goods or services and revenue for the amount charged and either an interfund or intergovernmental receivable. When goods or services are provided internally to a governmental fund, the governmental fund would record an expenditure and interfund payable for the goods or services.

 

 

 

Enterprise Funds

Enterprise funds revenues include operating and nonoperating revenues. Operating revenues include charges to the public for goods and services, and miscellaneous revenues.  Nonoperating revenues include interest on investments, intergovernmental revenues, and gains or losses on disposal of fixed assets. Other sources include transfers in.

 

Enterprise funds expenses include operating and nonoperating expenses. Operating expenses include supplies and materials, salaries and benefits, administrative costs, repairs and maintenance, utilities, and depreciation.  Nonoperating expenses include interest expense. Other uses include transfers out.

 

ASSETS, LIABILITIES, AND FUND EQUITY

 

Internal Service Funds

Internal service funds assets may include cash, investments, receivables, inventories, prepaid items, and fixed assets. Receivables may include accounts and interest receivable, and amounts due from other funds and other governmental entities.

 

Internal service funds liabilities may include vouchers or accounts payable, contracts payable, accrued payroll, employee benefits, compensated absences, claims and judgments, and amounts due to other funds and other governmental entities. Internal service funds liabilities may also include capital leases payable.  Fund equity for internal service funds includes contributed capital and unreserved retained earnings.  Contributed capital consists of permanent fund capital. Examples of contributed capital include contributions from other funds and capital grants.

 

Enterprise Funds

Enterprise funds assets may include cash, investments, receivables, inventories, prepaid items, and fixed assets.  Receivables may include accounts receivable and interest receivable, and amounts due from other funds and other governmental entities.

 

Enterprise funds liabilities may include vouchers or accounts payable, contracts payable, accrued payroll, employee benefits, compensated absences, claims and judgments, and amounts due to other funds and other governmental entities. Other liabilities may also include deferred revenues, and long-term liabilities such as capital leases payable.

 

Fund equity for enterprise funds includes contributed capital and retained earnings. Contributed capital may include contributions from other funds and capital grants. Retained earnings may be reserved or unreserved.  Reserved retained earnings consist of monies that are legally segregated for a specific future use such as reserves for the payment of long-term debt.

 

 

 

 

FIDUCIARY FUNDS

Fiduciary funds account for assets held by CPCS in a trustee capacity or as an agent for other funds, entities, or individuals. Fiduciary funds are classified as trust or agency funds.

 

Trust Funds

Trust funds account for monies held in a trustee capacity. Trust funds are used to ensure that monies or other assets are handled in accordance with the terms of the trust agreement and applicable laws. There are three types of trust funds: expendable, nonexpendable, and pension trust funds.

 

CPCS accounts for expendable trust funds using the flow of current financial resources measurement focus and the modified accrual basis of accounting. The school accounts for nonexpendable and pension trust funds using the flow of economic resources measurement focus and the accrual basis of accounting.

 

Expendable Trust Funds —Expendable trust funds are used when the trust agreement allows both the principal and interest earnings to be expended. Expendable trust funds are accounted for in the same manner as governmental funds.

 

Nonexpendable Trust Funds —Nonexpendable trust funds are used when the trust agreement allows only the earnings to be expended; the principal must be preserved intact. Nonexpendable trust funds are accounted for in the same manner as proprietary funds.

 

Agency Funds

Agency funds account for monies or other assets held by CPCS in a custodial capacity. Assets are usually held in the agency fund for a period of time based on legal or contractual requirements, and are expended for or returned to the entity or individual for whom they are held. This fund type includes student activities funds, which account for monies raised by students to finance student clubs and organizations but held by the school as an agent. Agency funds may also be used to account for intergovernmental agreements and to account for employee withholdings before the monies are remitted to the appropriate entities.  Agency funds are accounted for using the modified accrual basis of accounting. However, agency funds are purely custodial and thus do not involve measurement of results of operations.

 

REVENUES, EXPENDITURES OR EXPENSES, AND OTHER SOURCES (USES)

 

Expendable Trust Funds

Expendable trust funds revenues include interest on investments and donations. Other financing sources include transfers in.  Expendable trust funds expenditures are generally specified in the trust agreement, and may include salaries and benefits, supplies, utilities, repairs and maintenance, and fixed asset acquisitions. Other financing uses include transfers out.

 

Nonexpendable and Pension Trust Funds

Nonexpendable and pension trust funds revenues include interest on investments and donations. Revenues of pension trust funds also include employee and employer contributions. Other sources include transfers in.  Nonexpendable and pension trust funds expenses are generally specified in the trust agreement, and may include salaries and benefits, supplies, utilities, repairs and maintenance, fixed asset acquisitions, and depreciation.  Other uses include transfers out.

 

Agency Funds

Agency funds are purely custodial; therefore, school revenues, expenditures, and other financing sources are not recognized in these funds.  Additions to agency funds include monies or other assets collected from or on behalf of other entities or individuals.  Deductions from agency funds include remittances to the entities or individuals for whom monies or other assets are held, and disbursements made on their behalf.

 

ASSETS, LIABILITIES, AND FUND BALANCES

 

Expendable Trust Funds

Expendable trust funds assets include cash, investments, interest receivable, and amounts due from other funds and liabilities include vouchers or accounts payable, and amounts due to other funds. Fixed assets and long-term liabilities of expendable trust funds are accounted for in the account groups.  A fund balance for expendable trust funds is generally unreserved.

 

Nonexpendable and Pension Trust Funds

Nonexpendable and pension trust funds assets include cash, investments, interest receivable, and amounts due from other funds. Assets also include fixed assets. Liabilities include vouchers or accounts payable, amounts due to other funds, and long-term liabilities.  Fund balances in nonexpendable and pension trust funds may be reserved or unreserved. A reserved fund balance consists of monies that are not available for appropriation or expense, or are legally segregated for a specific future use. A fund balance may include reserves for the trust principal.

 

Agency Funds

Agency funds assets include cash, investments, and interest receivable, and amounts due from other funds and liabilities include accounts payable, amounts due to other funds, and deposits held for others.  A fund balance is not recorded in the agency funds, since the funds are custodial in nature and thus do not account for revenues, expenditures, and the net results thereof.

 

ACCOUNT GROUPS

 

Account groups are self-balancing sets of accounts used in establishing accounting control over and reporting of a school’s general fixed assets and its unmatured general long-term debt. Account groups are not funds since they are designed to provide accountability for certain assets or liabilities that are not recorded in the funds because they are not involved with the measurement of results of operations. There are only two account groups: general fixed assets and general long-term debt.

 

General Fixed Assets Account Group

The general fixed assets account group (GFAAG) is a management control and accountability listing of general fixed assets. General fixed assets do not represent financial resources available for expenditure, but are items for which financial resources have been used and for which accountability should be maintained.

 

General Long-Term Debt Account Group

The general long-term debt account group (GLTDAG) accounts for CPCS’s unmatured long-term obligations that have not been identified as specific fund liabilities of a proprietary or trust fund.

 

ADDITIONS AND DELETIONS

 

General Fixed Assets Account Group

Additions to the GFAAG result from acquisitions of general fixed assets. General fixed assets may be acquired through purchase, lease-purchase, construction, donation, or trade.  Deductions from the GFAAG result from disposals of general fixed assets. Disposals may result from sale, trade, theft, loss, or obsolescence.

 

General Long-Term Debt Account Group

Additions to the GLTDAG result from the incurrence of general long-term obligations that are not expected to be liquidated with currently available financial resources.  Deductions from the GLTDAG are made to account for the current portion of general long-term obligations expected to be paid with currently available financial resources in the appropriate governmental fund.

 

ASSETS AND LIABILITIES

 

General Fixed Assets Account Group

General fixed assets include land, buildings, land and building improvements, furniture and equipment, vehicles, and construction in progress.  The GFAAG does not account for liabilities or fund equity. However, to remain self-balancing, a contra-account, Investment in General Fixed Assets, should be used to offset the balance of general fixed assets recorded in the account group. The Investment in General Fixed Assets account is presented in the fund equity section of the balance sheet.

 

General Long-Term Debt Account Group

Liabilities recorded in the GLTDAG consist of the unmatured principal portion of general long-term obligations. These liabilities may include bonds, capital leases, compensated absences, and claims and judgments.  When accounting for capital leases, CPCS uses the GLTDAG to record that portion of the net minimum lease payments that will not use currently available financial resources. The present value of the net minimum lease payments is recorded within the Capital Outlay Fund as expenditure and other financing source in the fiscal year the capital lease is executed.

 

The GLTDAG does not account for assets or fund equity. However, to remain self-balancing, two contra-accounts, Amount Available in Debt Service Fund and Amount to be provided for the Retirement of General Long-Term Debt, are used to offset liabilities recorded in the account group. These contra-accounts are presented in the assets section of the balance sheet.

 

ACCOUNTING REQUIREMENTS

 

Recording General Fixed Assets

CPCS distinguishes general fixed assets from fund fixed assets. Fixed assets of proprietary and applicable trust funds are accounted for in those funds. All other fixed assets of the school are general fixed assets and should be accounted for in the GFAAG.

 

Depreciation —Depreciation expense is not reported in the GFAAG. CPCS may report accumulated depreciation according to GASB Cod. §1400.118. If the school elects to report accumulated depreciation in the GFAAG, the account may be established by debiting the Investment in General Fixed Assets account and crediting Accumulated Depreciation for the same amount.

 

Recording General Long-Term Liabilities

General long-term liabilities recorded in the GLTDAG are distinguished from fund long-term liabilities.  Liabilities related to and expected to be paid from proprietary and applicable trust funds are accounted for in those funds. All other long-term liabilities of the school are general long-term liabilities and are accounted for in the GLTDAG.  Just as general fixed assets do not represent financial resources available for appropriation and expenditure, the unmatured principal of general long-term debt does not require current appropriation and expenditure of financial resources.

 

IX. (D & E)

CPCS relied on the State Board of Education to fulfill their obligation concerning annual financial and program audits. §302A-1186 was amended in 2005 omitting the section outlining the BOE’s responsibility.  Before this amendment the law said, “The board shall initiate an annual independent evaluation of each new century charter school for the first two years after its establishment and every four years thereafter to assure organizational viability and compliance with applicable state laws, statewide student content and performance standards, and fiscal accountability.”

 

Recent legislative changes in State charter school laws will be adhered to by CPCS.  The changes pertaining to fiscal and programmatic accountability state, “The board shall adopt guidelines for multi-year evaluations of charter schools that have been chartered for four or more years, or for special evaluations at any time, including a schedule of such evaluations. Based upon the findings of an evaluation, the board may place a new century charter school on probationary status. The board shall adopt guidelines for placing new century charter schools on probation, provided that:

(1) The new century charter school and the charter school administrative office are involved in substantive discussions with the board regarding the evaluation;

(2) The notice of probation is delivered to the new century charter school and specifies the deficiencies requiring corrections, the probation period, and monitoring and reporting requirements; and …

(4) For deficiencies related to financial plans, a new century charter school shall be allowed one year to develop a sound financial plan.

 

The new century charter school shall remain on probationary status until the board votes to either remove the new century charter school from probationary status or revokes the charter. If a new century charter school fails to resolve deficiencies by the end of the probation period, the board may, by two-thirds vote, revoke the charter…

 

For the purposes of this subsection, "organizational viability" means that a new century charter school:

(1) Has been duly constituted in accordance with its charter;

(2) Has a local school board established in accordance with law and its charter;

(3) Employs sufficient faculty and staff to provide the necessary educational program and support services and to operate the facility in accordance with its charter;

(4) Maintains accurate and comprehensive records regarding students and employees and complies with federal and state health and safety requirements as determined by the charter school administrative office;

(5) Meets appropriate standards of student achievement;

(6) Cooperates with board requirements in conducting its function as charter authorizer;

(7) Complies with applicable federal, state, and county laws and requirements;

(8) In accordance with the charter school administrative office guidelines and procedures, is financially sound and fiscally responsible in its use of public funds, maintains accurate and comprehensive financial records, operates in accordance with generally accepted accounting practices, and maintains a sound financial plan;

(9) Operates within the scope of its charter and fulfills obligations and commitments of its charter;

(10) Complies with all health and safety laws and requirements; and

(11) Complies with all charter school administrative office directives, policies, and procedures.

 

 

X.    Personnel Management Plan

        A.  If the school decides to use an alternative personnel management system that is different from the Departments current personnel and civil service system, describe the school’s plan.  Include, if appropriate:

 

¨      Recruitment, selection appointment procedure

¨      Employee evaluation

¨      Employee training, support, discipline, and termination procedure

¨      Classified and compensation

¨      Employee benefits

¨      Workers compensation

¨      Employee background checks

¨      Personnel records management

¨      Teacher licensing

 

IX.              (B)Include all union Agreements that the school has made with HTSA, HGEA, UPW, regarding personnel matters that alter/deviate from present collective bargaining agreements.

 

 

IX. (A)

While CPCS will employ a system for personnel management at the Local School Board level, it will not appreciably deviate from the system employed by the DOE.

IX. (B)

CPCS does not plan to substantially alter/deviate from present collective bargaining agreements.  The following memorandum of understanding has been developed with HSTA outlining changes to the master agreement:

 

Memorandum of Understanding

Between

The Local School Board of Connections Public Charter School

And

Hawaii State Teachers Association

 

            This Memorandum of Understanding is entered into the ____ day of _____ 2004, by and between Connections Public Charter School Local School Board and the Hawaii State Teachers Association.  It shall continue until revoked by either party on thirty (30) days written notice.

               

The parties agree that Connections Public Charter School shall have the following exceptions to the current collective bargaining agreement, pursuant to Chapter 89, Hawaii Revised Statutes dated _______ 2004 to __________ as well as any successor agreement when ratified by the Bargaining Unit Five members.

 

1.      Connections shall have the right to select Department of Education licensed teachers for its vacancies.  Therefore, Connections shall be exempt from the placement of district unassigned teachers.  Probationary teachers at Connections may be considered for transfer into Connections’ vacancies on an equal basis with transferring Department of Education tenured teachers.

 

2.      Connections shall develop necessary interview questions, rating scales, observation techniques to judge prospective teacher candidates provided they conform to acceptable management practices and relevant state and federal laws.

 

3.      Teachers shall be eligible to participate in the teacher selection process as full members of the teacher selection teams.  The school’s Charter School Director shall be responsible for providing the appropriate training in the type of questions and judgments permitted under relevant state and federal laws.

 

4.      Teachers shall be covered by the Association’s occupational liability insurance only to the extent allowed under the exclusionary clause in the Association’s occupational liability policy.  The Attorney General’s office and the State of Hawaii may cover teachers participating in the teacher selection process if a separate agreement is completed between Connections and the State of Hawaii.

 

5.      All references to “principal” or “immediate supervisor” shall be amended to read “Charter School Director.”

 

6.      Connections’ teachers shall have flexible preparation periods at their preferred time and place.

 

7.      The language of Act 62 shall supersede any language in Article XXII, Maintenance of Benefits.

 

8.      The grievance procedure in Article V of the current agreement shall be amended as follows:

 

Section C. Paragraph 5- The Association will furnish in writing to the Charter School Director the name of the authorized grievance representative and maintain its currency.

 

Section D. Any teacher, or the Association in a case of an Association grievance, may institute a grievance by notifying the Charter School Director of such and shall meet with the Charter School Director on an informal basis for the purpose of discussing and attempting to settle the matter.  When requested by the teacher, the Association grievance representative may intervene to assist.

           

Step 1. (a) No change.

(b) The grievance must be presented to the Connections Public Charter Local School Board in writing within twenty (20) days after the occurrence of the alleged violation, or if it concerns an alleged continuing violation, then it must be filed within twenty (20) days after the alleged violation first became known or should have become known to the teacher involved.

 

Step 2.   The Connections Local Public Charter School Board shall hold a formal meeting within five (5) days from receipt of the grievance.  Either party may ask for a formal hearing in lieu of a meeting.

 

The Local School Board‘s answer to the grievance shall be in writing and delivered to the grievant within five (5) days after the meeting/hearing.    

                       

Section E. Mediation/Arbitration

            Section 1- No change.

            Section 2- a,b,c,d,e,f,-No change.

            Section 2 g- Delete.

 

9.  Paragraph two of Article VII-Assignments and Transfers, F. of the current agreement shall be amended as follows:

 

For the purposes of a staff reduction caused by drop in enrollment, returning leave teachers and/or other administrative actions requiring teachers to be moved from their schools in the current or subsequent school years, teachers shall be ranked in their school by service time with the school, then by service time as a certified teacher.  Time as an educational officer shall not be counted toward service time. 


Appendix A

 

Supporting Documentation

Planning References

 

School Design Models

Oftentimes, the design of a school—the way children are grouped together, performance requirements, and the pedagogy, for example—affect the curricular design. As noted, some school design models, including Edison Project’s schools and Waldorf schools, include as part of their school design their own curricula. Examples of alternative school designs—each of which require the development of a detailed curriculum—are provided below.

 

Accelerated Schools

This program can be obtained by visiting the Accelerated Schools Project website (www-leland.stanford.edu/group/ASP/) or by calling the National Center for Accelerated Schools Project at (650) 725-1676.

 

Audrey Cohen College System of Education

This program can be obtained by visiting the Audrey Cohen College website (www.audrey-cohen.edu/open.html) or by calling (212) 343-1234.

 

Coalition of Essential Schools

Information about this program can be obtained by visiting the Coalition for Essential Schools website (www.essentialschools.org) or by calling (401) 351-1233

 

Comer School Development Program

Information about this school design can be obtained by visiting the Comer School Development Program website: (http://info.med.yale.edu/comer/).

 

Co-NECT Schools

Information about this program can be obtained on the Co-NECT Schools website (co-nect.bbn.com) or by calling (617) 873-5612.

 

Expeditionary Learning Outward Bound

Information about this design can be obtained on the Expeditionary Learning Outward Bound website (http://hugse1.harvard.edu/~elob/elobpage.htm) or by calling (617) 576-1260.

 

Modern Red Schoolhouse

Information about this program can be obtained by visiting the Modern Red Schoolhouse website (www.msrh.org) or by calling (615) 320-8804.

 

Paideia Program

Information on the Paideia Program can be found at the National Paideia Center website (www.unc.edu/depts/ed/cel-paideia.html).

 

Urban Learning Centers

Information about this program can be obtained by visiting the Urban Learning Centers website (www.lalc.k12.ca.us).

 

REFERENCES

The U.S. Charter Schools section, "Starting and Running a Charter School," at: www.uscharterschools.org/tech_assist/ta_main.htm the “Building a Collective Vision," section of the "Pathways to School Improvement" web site at: www.ncrel.org/skrs/areas/issues/educatrs/leadrshp/le100.htm and the section on Developing a Mission Statement, from the Massachusetts Charter School Handbook, available on the Internet at: www.pioneerinstitute.org/csrc/ch2.html

Other sources include Strategic Planning for Public and Nonprofit Organizations and the companion handbook, Creating and Implementing Your Strategic Plan.

 

The Educational Capacity - A Comprehensive Educational System

This article discusses a number of whole-school change approaches that have proven to be effective. It is available at: www.pdkintl.org/kappan/ksla9801.htm

 

An additional resource for those looking for a summary of the effectiveness of specific educational innovations is Research on Educational Innovations by Ellis and Fouts. www.cde.ca.gov/cilbranch/sca/star/

 

Charter school applicants are encouraged to seek a system that blends with federal and state guidelines, yet meets their unique need.  Standard-based Accountability System located at: www.cde.ca.gov/iasa/standards/

 

Comprehensive information about standards is available through an Internet site maintained by the Putman Valley Central Schools at: http://putwest.boces.org/Standards.html

 

An Effective Assessment and Accountability System - National Center for Research on Evaluation, Standards, and Student Testing (CRESST) Center at: http://cresst96.cse.ucla.edu/index.htm and from the ERIC Clearinghouse on Assessment at: http://ericae2.educ.cua.edu/search.htm

 

 

 

 

Professional Development

The Council for Basic Education (CBE) offers scholarships and fellowships for teachers to work on curriculum and assessment projects. More information can be accessed through the CBE web site at: www.c-b-e.org

Other resources and more information on professional development can be found through the North Central Regional Educational Laboratory web site at the Pathways to School Improvement home page at: www.ncrel.org/sdrs/areas/pd0cont.htm

 

Collaboration and Networking Strategies

 

Community and Parental Support for the School -.  Recommended are the National PTA Standards for Parent/Family Involvement Programs available through their web site at: www.pta.org/programs/pfistand.htm

 

Resources targeted for those serving language minority children are available through the National Language Resource Center located at: http://carla.acad.umn.edu/NLRC.html

 

Additional resources regarding minority and language minority students are available from the Eric Clearinghouse on Urban Education located at: http://eric-web.tc.columbia.edu

 

Charter Schools and Special Education: A Handbook. A copy of this handbook is available on the Internet at: www.uscharterschools.org/res_dir/res_primary/res_nasdse.htm

 

Additional resources are available through the US Charter Schools web site by using the site's powerful search function. Also included in Appendix B is a listing of Federal Law Applicable to Charter Schools from The Charter School Review Process: A Guide for Chartering Entities, March 1998

 

South Eastern Regional Vision for Education. This document also has a discussion of special education issues. The full document is available at: www.uscharterschools.org/res_dir/res_primary/res_reviewprocess.htm

 

Putting It All Together - A Comprehensive Assessment System:

www.pioneerinstitute.org/csrc/ch5.html and at: www.pioneerinstitute.org/csrc/appdi.htm

 

Complete Articles and Excerpts:

Conley, D.T. Roadmap to Restructuring: Charting the Course of Change in American Education. Eugene, OR: ERIC Clearinghouse on Educational Management, 1997. (Pages 112 - 121)

 

Cuban, Larry (Author) and J. W. Jackson (Ed) Contributing to Educational Change: Perspectives on Research and Practice. Berkeley, CA: McCutchan Publishing, 1988. (Chapter 3)

 

Massachusetts Department of Education The Massachusetts Charter School Initiative: Evaluation and Accountability Policy. Undated (Introduction and Charter School Technical Advisory 97-1)

 

Newmann, Fred M. and Gary G. Wehlage Successful School Restructuring: A Report to the Public and Educators. (Overview, Pages 1 - 5)

 

Premack, Eric Charter School Development Guide: 1997 California Edition. 1997 (Appendix E: Startup Checklist)

Print Based Resources:

Bryson, J. D. and F. K. Alston Creating and Implementing Your Strategic Plan: A Workbook for Public and Nonprofit Organizations, San Francisco: Jossey-Bass, 1995

Bryson, John M. Strategic Planning for Public and Nonprofit Organizations, San Francisco: Jossey-Bass, 1995

 

Commission on the Skills of the American Workforce (1990) America's Choice: High Skills or Low Wages. New York: National Center on Education and the Economy

Darling-Hammond, Linda and Milbrey W. McLaughlin (1995) "Policies that support professional development in an era of reform". Phi Delta Kappan

76(8), pp. 597-605

 

Deming, W. Edwards Out of the Crisis, Cambridge, Mass.: Massachusetts Institute of Technology, 1988

 

Ellis, A. K. and J. Fouts Research on Educational Innovations, Larchmont NY: Eye on Education, 1997

 

Elmore, R. and M. McLaughlin (1988) Steady Work, Policy, Practice and the Reform of American Education, The Rand Corporation

 

Elmore, R. F. and Associates (1990) Restructuring Schools: The Next

Generation of Education Reform, San Francisco: Jossey-Bass

 

Fashola, Olatokunbo S. and Robert E. Slavin "Schoolwide Reform Models: What Works?" January 1998 Volume 79 Number 5

 

Fullan, Michael G. Change Forces: Probing the Depths of Educational Change. New York: State Teachers Press, 1993

 

Lawler, Edward E. The Ultimate Advantage: Creating the High-Involvement Organization, Jossey Bass, San Francisco, 1992

 

Little, Judith Warren (1993) "Teachers' professional development in a climate of educational reform." Educational Evaluation and Policy

 

Mohrman, Allan M. and Associates Large-Scale Organizational Change, Jossey Bass, San Francisco, 1989

Mohrman, Susan A. and Thomas G. Cummings Self-Designing Organizations: Learning How to Create High Performance. Menlo Park, CA: Addison-Wesley , 1989

 

Osborne, David. and P. Plastrik Banishing Bureaucracy: The Five Strategies for Reinventing Government, Addison Wesley, Reading MA, 1997

Osborne, David and Ted Gaebler Reinventing Government: How the Entrepreneurial Spirit is Transforming the Public Sector, AddisonWesley Reading, Mass, 1992

 

Sange, Peter, M. et al The Fifth Discipline Fieldbook: Strategies and Tools for Building a Learning Organization. New York: Doubleday, 1994

 

Sykes, Gary (1996) "Reform of and as professional development." Phi Delta Kappan, 77(7), 464-467

 

Tyack, D. and E. Hansot Managers of Virtue: Public School Leadership in America, 1820-1980. New York: Basic Books, 1982.

 

Internet Resources:  

The Center for Educational Reform: http://edreform.com/

Charter School Development Center of the California State University's Institute for Educational Reform at: www.csus.edu/ier/charter/charter.html

The Charter Schools Research Site: http://csr.syr.edu/

The Charter School Review Process: A Guide for Chartering Entities, March 1998

SouthEastern Regional Vision for Education: www.uscharterschools.org/res_dir/res_primary/res_reviewprocess.htm

The Council for Basic Education: www.c-b-e.org

Developing Educational Standards, Putman Valley Schools: http://putwest.boces.org/Standards.html

The Putman Valley School District provides an index of national and state standards and curriculum framework projects.

ERIC Clearinghouse on Assessment and Evaluation: http://ericae.net/eric_ae/

ERIC Clearinghouse on Urban Education: http://eric-web.tc.columbia.edu/

ERIC Search: http://ericae.net/search.htm

This site provides linkages to the ERIC databases and other resources.

Far West Laboratory: www.fwl.org/

International Baccalaureate Program: www.ibo.org/

Jossey Bass publisher at: www.jbp.com

Learning Research and Development Center; University of Pittsburgh: www.lrdc.pitt.edu/welcome.html

National Center on Education and the Economy: www.ncee.org/

National Language Resource Center located at: http://carla.acad.umn.edu/NLRC.html

National PTA web site at: www.pta.org

Cutting Edge virtual bookstore at: www.thecuttingedge.com/index.htm

North Central Regional Educational Laboratory: www.ncrel.org

Online Educational Resources: http://quest.arc.nasa.gov/OER/

Phi Delta Kappa and the Kappan: www.pdkintl.org/

Pioneer Institute Charter School Resource Center at: www.pioneerinstitute.org

The Small Business Administration: www.sbaonline.sba.gov

The (Nonprofit) Support Centers of America: www.supportcenter.org/sf

US Charter Schools web site at: www.uscharterschools.org

United States Department of Education: www.ed.gov/index.html

 

 

 

Appendix B

 

See Attached CRDG Curriculum Alignments with HCPS II

·        DASH HCPS Alignment

·        FAST HCPS Alignment

·        LA HCPS Alignment

·        Math HCPS Alignment

·        SocStudies HCPS Alignment

 

 

 

 

Appendix C

 

See Attached:

Certificate of Occupancy

Food Establishment Permit

Facilities Report

 

 

Note:  The Connections New Century Charter School is indebted to the Hawai`i and California Departments of Education for their overall assistance as well as their work in the original development of the comprehensive list of references cited above.