Proposed School: Wilson Preparatory Reviewer: Richard Hooker, Cheryl Turner, Joe Maimone, Rebecca Shore Application Submitted by: Daryl M Woodard Date: 4/9/13 Application Preliminary Evaluation Packet For each section, please rate the response then explain your rating by specifying strengths and weaknesses in the space provided. Where applicable, you should elaborate on concerns by specifying additional information you would request or follow-up questions that you have. Each section presents key characteristics of an excellent response. In general, the following definitions should guide your ratings. Excellent: Average: Inadequate: The response demonstrates a thorough understanding of key issues and the ability to start a charter school successfully. It addresses the topic with clear, specific and accurate information that reflects thorough preparation. The response indicates solid preparation and grasp of key issues. It contains some of the characteristics of an excellent response although additional support or information may be needed in places. The response either fails to entirely address the selection criteria or addresses some of the criteria. The responses lack adequate detail and/or raise substantial concerns about the applicant s preparation for and ability to start or operate a charter school successfully. *Please note that some sections have a or Not criteria. The reviewers will determine whether the applicant met the requirements specified within the application. Subcommittee Members: Richard Hooker, Cheryl Turner, Joe Maimone, Rebecca Shore Date of Review: 5/6/13
Section I: Application Cover Page Cover Page All questions are adequately addressed and complete. Not Grade Levels Served and Total Student Enrollment: Projected enrollment figures are tactical and realistic for the proposed region. Application is signed to signify the founding board members and lead contact were regularly involved in the overall development of the application. Not Section I: Application Cover Page Concerns and Additional Questions Section I: Application Cover Page Overall Rating Section Tally School Name: Wilson Preparatory 2
Section II: Mission and Purposes Mission Statement Section includes a clear, compelling mission statement that defines the organization's purpose. Educational Need and Targeted Student Population Response includes a description of the targeted student population and a clear rationale for selecting the location and targeted student population. Applicant has adequately addressed questions two and three. Applicant provided substantial evidences of this educational need (as noted in Question 4: evidences in Appendix A). Target population aligns with the proposed school mission. Purposes of Proposed Charter School Applicant clearly describes how the proposed charter school will achieve one or more of the six legislated purposes. Identified purpose(s) is/are meaningful, manageable and focused on improving student outcomes. Purposes are clearly aligned to the proposed mission. Goals for the Proposed Charter School A clear process is outlined defining how the governing board will monitor the progress of these performance goals at least annually is included. Performance goals, academic or other, are clear, specific, measurable, attainable, time specific, and focus on improving student outcomes. Goals are clearly aligned to the mission and purposes. School Name: Wilson Preparatory 3
Section II: Mission and Purposes Strengths Well laid out on measurable goals Concerns and Additional Questions Articles of Incorporation missing? Section II: Mission and Purpose Section Tally School Name: Wilson Preparatory 4
Section III. Education Plan Instructional Program A clear and coherent description of the instructional program and instructional methods are provided. The proposed assessment strategies align with the proposed instructional program. Documented evidence regarding the proposed approach will lead to improved student performance for the school s targeted population. K-8 Curriculum and Instructional Design The instructional design offers clear and specific details that describes the basic learning environment, class size, and structure were provided. The curriculum framework and sample course scope and sequence (Appendix B) should be: o clearly presented and specific to the school s purpose, o aligned with the school s mission, o concentrated to support the targeted student population, and o compatible with the North Carolina Accountability Model. An academic calendar and narrative that clearly demonstrates how this plan coincides with the tenets of the proposed mission and education plan. A sound plan for educating students is evident that reflects a full range of programs and services required to provide all students with a high quality education for all proposed grades (Appendix B2). N/A High School Curriculum and Instructional Design The instructional design offers clear and specific details that describe the basic learning environment, class size, and structure were provided. The curriculum framework and sample course scope and sequence (Appendix B) should be: o clearly presented and specific to the school s purpose, o aligned with the school s mission, o concentrated to support the targeted student population, o and compatible with the North Carolina Accountability Model. An academic calendar and narrative that clearly demonstrates how this plan coincides with the tenets of the proposed mission and education plan. A sound plan for educating high school students is evident that reflects a full range of programs and services required to provide all students with a high quality education for all proposed grades (Appendix B2). N/A School Name: Wilson Preparatory 5
Special Programs and At-Risk Students A sound plan and clear systems for identification, prevention, and intervention to provide all students with a high quality education are evident. The plan demonstrates the school s capacity to meet state and federal requirements regarding the education of English language learners. A sound plan is evident to enhance the academic opportunities to meet the needs of academically gifted students. Exceptional Children Identification and Records Section demonstrates understanding of state and federal requirements regarding the identification and record keeping of students with disabilities and students with 504 accommodation plans. Exceptional Children Education Programming The educational plan for serving exceptional children is clear and aligned with the overall proposed curriculum, instructional methods, and the school s mission. Responses exhibit a solid plan for implementing a full range of exceptional children s programs and services that clearly indicates a commitment that all students will receive a Free and Appropriate Education (FAPE). Student Performance Standards Responses include clear and measurable educational goals and objectives that set high standards for student performance (Goals should match response in question 2 in Mission, Purpose and Goals section). One of the strong pieces of the application Evidence that the evaluation tool or assessments will result in assessment data that will drive instruction, improve the curriculum over time for the benefit of students. Clear policies and standards are provided for promotion from one grade level to the next and exit standards for ALL students. School Name: Wilson Preparatory 6
High School Graduation Requirements The section includes a clear description of how students will earn credit hours, grade point averages are calculated, and the information on transcripts is provided. Clear criteria for graduation standards for ALL students based on high expectations are evident. N/A Student Conduct and Discipline The section includes a narrative that disseminates how student conduct will be governed and how this plan aligns with the overall mission and proposed education plan. A well designed plan and approach to student discipline that creates and sustains a safe and orderly learning environment. Legally sound policies for student discipline, suspension, dismissal and recommendation for expulsion for ALL students. A draft of the handbook is provided and is aligned with the school s mission and purpose (Appendix C). Section III: Education Plan Strengths -Laid out a lot of different models -Plan is solid but ambitious Student conduct and discipline strength Well written application Concerns and Additional Questions -High school course lacking B1 did not include physics or chemistry although AP addressed in the narrative listed on the Novanet course offering School Name: Wilson Preparatory 7
Section III: Education Plan Section Tally Section IV. Governance, Operations and Capacity Private Non-Profit Corporation This section is complete and meets all statutory requirements. Note: The nonprofit corporation must be officially authorized by the NC Secretary of State by the final approval interview date. Not Tax-Exempt Status 501 (c)(3) This section is complete and meets all statutory requirements. NOTE: If the non-profit organization has yet to obtain the 501(c)(3) status, the tax-exempt status must be obtained from the Internal Revenue Service within twenty-four (24) months of the date the Charter Application is given final approval. Not Governance and Organizational Structure of Private Nonprofit Organization Documentation of a clear structure of the governing board is outlined in an organization chart. A clear, sensible delineation of the governance structure, governing board s functions, primary duties, roles and responsibilities in regards to overseeing a public charter school. The description of the size, composition, powers, duties, orientation and professional development of the board are evident. This description includes an explanation of how this board will ensure operational and academic success. Section includes a description of selection and removal procedures, term limits, meeting schedules, and powers and duties of board members (including a conflict of interest policy). Section includes criteria regarding the evaluation of the governing board, board members, lead administrator, and Education Management Organization (if applicable). Evidence that the proposed governing board members will contribute to the wide range of knowledge and skill to govern a public charter school (Appendix E). Adequate bylaws, policies and procedures for North Carolina public charter school governing board operation are included (Appendix F & H). School Name: Wilson Preparatory 8
Proposed Management Organization (EMO/CMO) The rationale for contracting with an EMO/CMO provider is evident. A persuasive explanation that the proposed relationship with the EMO/CMO will further the school s mission and educational programming. A clear delineation of the roles, relationships, and responsibilities between the EMO/CMO, the governing board, lead administrator, and public charter school employees. The rationale includes detailed information regarding the financial and academic performance of other charter schools managed by the EMO/CMO. A copy of the proposed management agreement (Appendix J) was included in the application. N/A Private School Conversions The application contains a strong explanation of the reasons for converting to a charter school. The rationale includes detailed information regarding the financial and academic performance of the private school. The application contains evidence that the existing private school is successful in student achievement. Evidences are included that explains the process in which the private school staff will be considered. The applicant provided a copy of the organization s IRS Form 990 for the last three years (Appendix Q). N/A Charter School Replication The application contains a strong rational of the reasons for replicating an existing charter school, including evidence this model will be effective in the proposed setting, and the governing board is a good fit for the proposed charter school. The rationale includes detailed information regarding the financial and academic performance of the existing charter school model. The applicant provided a copy of the organization s IRS Form 990 for the last three years (Appendix Q). N/A School Name: Wilson Preparatory 9
Projected Staff A projected list of staff positions and qualifications that align with the projected student enrollment, proposed budget and overall mission of the school (Appendix K). Staffing Plans, Hiring, and Management The section provided evidence of a sound plan to recruit and retain high-performing staff members for ALL staff needs including special populations. The applicant included a draft of the policies and procedures that hold staff to high professional standards (Appendix L). The section included information regarding: o hiring and dismissal of employees, o proposed salary ranges and benefits, o the roles and responsibilities of staff members, o qualifications and appropriate licenses for each position, o and the procedure for employee grievances. Staff Evaluation and Professional Development Detailed evidence that all school staff will receive ongoing focused professional development to effectively implement the school s mission, instructional methodologies, and education program are included. A plan for the development, mentorship, and regular evaluation of staff that is manageable and is clearly linked to the school s mission and educational program, including a timeline, and a lead contact. Details in this section align with proposed budget. Marketing Plan School Name: Wilson Preparatory 10
An effective student marketing and recruitment plan is presented that will enable the board and staff to attract its targeted population and reasonably reflect the racial/ethnic and demographic composition of the district. Details in this section align with proposed budget. Parent and Community Involvement The application includes a descriptive and practical communication plan to develop meaningful partnerships with parents and the community that further the school s mission and programs. Admissions Policy An enrollment and admissions process and policies that are clear and in accordance with North Carolina charter school law. Projected Student Enrollment (Table) The table is complete and displays a realistic projected enrollment growth chart over the first five years. Transportation Plan The transportation plan provides a thorough explanation of how the board will ensure no child is denied access to school due to lack of transportation. Plan aligns with the targeted student population, proposed budget and regional logistics/resources. School Lunch Plan School Name: Wilson Preparatory 11
The school lunch plan provides an explanation of how the board and staff will ensure no child is lacking a daily meal. Details in this section align with proposed budget. Civil Liability and Insurance Evidences that the school will meet applicable insurance requirements are included in the application (Appendix M). Details in this section align with proposed budget. Not Healthy and Safety Requirements Section is recognized and signed by founding board chair. Not Facility and Facility Contingency Plan A realistic plan for securing a facility that is appropriate and adequate for the school program and targeted population. The section includes a detailed contingency plan describing the plan to locate a temporary facility. Section IV: Operations and Capacity Strengths School Name: Wilson Preparatory 12
Concerns and Additional Questions Section IV: Governance, Operations and Capacity Overall Rating Section Tally Section V. Financial Plan Budget Revenue Projections from Each LEA (Table) Applicant has identified one or more LEA and outlined a realistic revenue projection (state, local, and federal) over the next five years. This enrollment projection aligns with the Total Student Enrollment projections located in Section I of the application. Not Total Budget Revenue Projections 2014-2019 (Table) Applicant has provided a realistic outline of the total revenue projections (state, local, and EC federal) over the first five years. Applicant has provided assurances of identified other funds or working capital (Appendix P i.e. commitment letters, bank statements, if applicable). This enrollment projection aligns with the Total Student Enrollment projections located in Section I of the application. Personnel Budget: Expenditures 2014-2019 (Table) The applicant has provided a realistic budgetary projection in regards to Personnel. School Name: Wilson Preparatory 13
This projection is consistent and aligns with ALL proposed Sections of the application. Operations Budget: Expenditures 2014-2019 (Table) The applicant has provided a realistic budgetary projection in regards to Operations. This projection is consistent and aligns with ALL proposed Sections of the application. Total Expenditure Projections (Table) The applicant has provided a realistic assessment of projected source of revenue and expenses that ensure the financial viability of the public charter school. Budget Narrative The applicant provided a detailed description of the systems and processes by which the school s fiscal fidelity will be maintained (question 1 and 2). The applicant has provided a realistic plan regarding the projected sources of revenue and projected expenses that ensure the financial viability of the public charter school (question 3). The applicant has described a financial contingency plan to ensure the financial viability of the public charter school (question 4, 5, & 6). Financial Audits The application thoroughly describes the procedures and methods for conducting an independent financial audit. The applicant identifies a firm approved by the NC Local Government Commission to conduct the audit. Section V: Financial Plan Strengths School Name: Wilson Preparatory 14
Concerns and Additional Questions Missing 2 core content teachers but only budgeted for 16 teachers Heavy on the top the first year can be combined during the 1 st year and how currently structured Section V: Financial Plan Overall Rating Section Tally Section VI: Agreement Page LEA Impact Statement Applicant submitted full copy of application to LEA within seven (7) days. Not Signature Page Signature page is signed by founding board member on behalf of the non-profit corporation or individuals submitting the charter application. Not Section VI: Concerns and Additional Questions School Name: Wilson Preparatory 15
Section VI: Agreement Page Overall Rating Not Section VII: Appendices Appendices: All required appendices (A, B, C, E, F, K, J*, L, M, P*) were included in the application and submitted on time. (J & P are not required unless contracting with a management organization (J) or providing assurances of working capital/other funding (P). Not Section VII: Appendices Concerns and Additional Questions Appendix M Insurance Quotes blank Pg 163 Section VII: APPENDICES Overall Rating Section Tally School Name: Wilson Preparatory 16
OVERALL ASSESSMENT Would you, as a subcommittee, recommend an interview for this application? Remember that a subcommittee is not a quorum of the whole Council and has no authority to bind the Council to a particular recommendation. This rubric, and the following recommendation, is simply a starting point for Council deliberations regarding which applicants to invite back for an interview. Total Subcommittee Votes No Yes Joe, Cheryl, Rebecca, Richard Summary comments are to be provided in the appropriate section detailing the findings and/or concerns of the Public Charter School Advisory Council subcommittee. Mission, Purposes, and Goals Education Plan Summary Comments Well laid out on measurable goals Articles of Incorporation page blank on the downloaded application Overall - average -Responses include clear and measurable educational goals and objectives that set high standards for student performance (Goals should match response in question 2 in Mission, Purpose and Goals section). One of the strong pieces of the application --Laid out a lot of different models -Plan is solid but ambitious -Student conduct and discipline strength School Name: Wilson Preparatory 17
-Well written application -High school course lacking B1 did not include physics or chemistry although AP addressed in the narrative listed on the Novanet course offering Overall - average Governance, Operations and Capacity -Have a good sense of board responsibilities -Strong representation in the community excellent board make-up -Projected staff - #4 The outline of salaries/benefits is weak and states will be aligned with the local lea question not answered -Marketing Plan - Speaks to targeting Wilson and surrounding counties point of clarification in the interview may need to address the surrounding leas must include the projections from the surrounding leas -Parent/Community Involvement - Board involvement with the community and statements of support -The strength is in the board and not the actual plan parent community involvement plan -School lunch plan -Need to make adjustments in the budget for the FR lunch program-staffing may not need as many-needs a closer look -Admissions Policy - Confusion in the wording of first come first serve needed clarification should be an application with open enrollment All employees do not get preference need to change to reflect current law Financial Plan OVERALL Overall - average Missing 2 core content teachers but only budgeted for 16 teachers Heavy on the top the first year can be combined during the 1 st year and how currently structured Overall - average Overall this application should go to interview. May need to revisit how currently structured because heavy on top the first few years. School Name: Wilson Preparatory 18