STRONG START STRONG SCHOOL - Brevard Public Schoolseagendatoc.brevardschools.org/11-19-2019...
Transcript of STRONG START STRONG SCHOOL - Brevard Public Schoolseagendatoc.brevardschools.org/11-19-2019...
Updated 7/31/17
Equity, Innovation and Choice Brevard Public Schools
STRONG START – STRONG SCHOOL
Charter School Pre-Opening Checklist, Guidance and Protocol
Legacy Academy Charter School
Opening the 2017-2018 School Year
Exhibit 3C
2
Modeled after NACSA’s Core Pre-Opening Monitoring Guidance and Sample Pre-Opening Protocol
© 2016 National Association of Charter School Authorizers (NACSA) and the Oregon Department of Education (ODE).
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Exhibit 3C
3
For the full legal code of this Creative Commons license, please visit www.creativecommons.org. If you have any questions about citing or reusing NACSA content, please contact us. WHAT ARE PRE-OPENING REQUIREMENTS? Pre-Opening Requirements are a set of primarily compliance-based actions that a school must complete prior to opening its doors and starting instruction. Schools must demonstrate that there is sufficient demand (enrolled students) to warrant school opening. In addition, schools must demonstrate that the physical building and staff are ready to receive students for instruction. Pre-Opening Requirements usually consist of a combination of paper screening of compliance documents and an on-site visit to the school site to continue to build the collaborative relationship between the authorizer and the school staff that started during the charter application and approval process. A detailed list of actions required for schools to demonstrate their readiness to serve students is included below. WHY ARE PRE-OPENING REQUIREMENTS IMPORTANT? Authorizers are under obligation to proactively monitor activity at all schools during the time between when new charters are awarded and when schools open. It is the authorizer’s obligation to make the determination if a school has completed the necessary preparations and largely satisfied the necessary Pre-Opening Requirements before the school is allowed to open for instruction. If the charter school does not complete the necessary Pre-Opening Requirements, and the authorizer determines that the enrollment is too low for the school to be financially viable, or the adults in the building and/or the physical structure are not ready to receive students for instruction, the authorizer must not provide the school with final authorization to open. A delay in opening will be in effect until the authorizer can confirm that the school has satisfied all necessary Pre-Opening Requirements and all necessary documents are on file. WHAT CONSTITUTES A PRE-OPENING REQUIREMENT? Pre-Opening Requirements represent the set of tasks that, once completed, will assist charter schools in coming into general compliance with applicable laws and regulations, as well as those that will facilitate effective and responsible management of school operations. Although charter school operators will likely identify additional tasks that they will need to complete during the critical time between charter authorization and the opening of the school, the tasks included in the Pre-Opening Protocol (below) alert school founders to those tasks which may not be directly related to the school’s education program but are essential to school operations, nonetheless. HOW ARE PRE-OPENING REQUIREMENTS ORGANIZED?
Pre-Opening Requirements are organized by general categories, including: students,
enrollment, and admissions; governance; budget; and transportation, among others. Each Pre-
Opening Requirement will be assigned a specific due date. Under the “Documentation” column,
the Pre-Opening Protocol also indicates for school operators the specific documentation
required for fulfilling particular terms. Finally, the document includes a column for authorizers
to verify whether schools have met each Pre-Opening Requirement.
Exhibit 3C
4
School Board of Brevard County
Division of Equity, Innovation and Choice
2700 Judge Fran Jamieson Way
Viera, Florida 32940
www.eic.brevardschools.org
(o) 321-633-1000, ext. 395
(f) 321-632-1508
Exhibit 3C
Updated 7/31/17
PRE-OPENING REQUIREMENTS FOR: Legacy Charter School
DATE OF CHARTER APPROVAL: April 12, 2016
TARGET SCHOOL OPENING DATE: August 10, 2017
School Total Enrollment: 183 (as of July 31, 2017)
(156 as of July 1, 2017)
School Proj. Enrollment: 261 (per cover page of application)
(Note: per letter dated 7/10/2017
school modified projections to
206)
C.O. Capacity: No CO (per email dated 7/26/2017 from
City of Titusville Fire Marshall, Max
Occupancy load of existing
classroom building is 230)
Failure to submit required documentation in a sufficient and timely manner may result in the authorizer taking action to postpone
the opening of school. Additional documentation may be required prior to the start of the school year. The authorizer will provide
written notice and a reasonable time for response to any additional requirements and/or changes to the following list:
Category Benchmark Due Date Where to
Submit Documentation
Approved by
Authorizer
1. Students,
Enrollment and
Admissions
1.a. Enrollment and
admissions policies are
approved by school board, if
different from materials
approved by authorizer in the
original application. (Contract:
Section 11)
May 31, 2017 Prior to recruiting
and enrolling
students
Charter Tools Enrollment and
admissions
policy
X Yes
No
Comments: 5/23/2017: Submitted
via Charter-Tools
COMPLETE
1.b. Board-approved student
code of conduct is on file and
provided to students and
families in a Student and
Family Handbook. (Contract:
Sections 3M and 11)
May 31, 2017 Prior to recruiting
and enrolling
students
Charter Tools Board-approved code of conduct
X Yes
No
Comments: 5/23/2017: Submitted
via Charter-Tools
COMPLETE
Exhibit 3C
6
Parent Contract (Due March 1 per
Contract Section 3N) Per request by Ms. Montford, Deadline extended to May 31, 2017
X Yes
No
Comments: 5/23/2017: Submitted via
Charter-Tools
COMPLETE
Copy of Student and Family Handbook
X Yes
No
Comments: 6/1/2017: Comment in
Charter Tools: The
Founding Board has
requested an addition to
the Student Handbook.
The completed Student
Handbook will be
uploaded in Charter Tools
by June 15, 2017.
7/9/2017: Submitted via
Charter-Tools
7/11/2017: Returned to
school for revisions
7/26/2017: Received
revised handbook via
COMPLETED LATE
Exhibit 3C
7
1.c. Student admissions
lottery conducted according to
rules and regulations and
waitlist maintained
appropriately (if applicable) (Contract: Sections 3D and 3H)
May 31, 2017 Prior to recruiting
and enrolling
students
Charter Tools Enrollment and admissions policy
X Yes
No
Comments: 5/23/17 Submitted via
Charter-Tools
COMPLETE
Copy of Waitlist (if applicable)
X Yes
No
Comments: Not Applicable – school
does not have a waitlist
NOT APPLICABLE
1.d. 50% of student
enrollment target met (Contract:
Section 3 and 1002.33(17)e)
May 31, 2017 (See Elementary
Scheduling and
Timeline for 2017-18
memorandum)
Per request by
Ms. Montford,
Deadline to
enter students
in system
extended to July
1, 2017
AS400 Roster of
enrolled
students
X Yes
No
Comments: Projected
enrollment per number on
application cover sheet =
261; therefore, school
needed 130.5 students to
meet target of 50%
7/1/2017 student records
in AS400 verified = 156
students
COMPLETE
Exhibit 3C
8
1.e. 75% of student
enrollment target met (Contract:
Section 3 and 1002.33(17)e)
June 15, 2017 (See Elementary
Scheduling and
Timeline for 2017-18
memorandum)
Per request by
Ms. Montford,
Deadline to
enter students
in system
extended to July
1, 2017
AS400 Roster of
enrolled
students
If a school does
not reach 75% of
planned
enrollment well in
advance of school
opening, the
school must
submit a revised
budget (see
“Budget” section)
and may be at risk
of not opening.
Yes
X No
Comments: Projected
enrollment per number on
application cover sheet =
261; therefore, school
needed 195.75 students
to meet target of 75%
7/1/2017 student records
in AS400 verified = 156
students
7/1/2017: Email to C.
Montford verifying
student number. Also,
School did not meet 75%
projection, and therefore
will need to submit
updated budget.
COMPLETE
1.f. 95-100% of student
enrollment target met (Contract:
Section 3)
June 19, 2017 (See Elementary
Scheduling and
Timeline for 2017-18
memorandum)
Per request by
Ms. Montford,
Deadline to
enter student in
system
extended to July
1, 2017
AS400 Roster of enrolled students
Yes
No
Comments: Not
applicable as school did
not meet 75% of
projection
NOT APPLICABLE
Exhibit 3C
9
1.g. Final Enrollment
Projection (Contract: Section 3G)
June 1, 2017 Hard Copy Final
Enrollment
Projection
letter
X Yes
No
Comments: 6/1/2017: phone call to
school – left message
reminding of needed
projections
7/10/2017: received
letter, school modified
projections to = 206
students due to the
capacity of their temp.
facility
COMPLETED LATE
2. Governance 2.a. Charter Contract
executed by Board (1002.33, FS)
Hard Copy Board
executed
charter
contract
X Yes
No
Comments: 4/12/2016: Contract
approved
COMPLETE
2.b. Organization is
incorporated as a not-for-
profit (1002.33, FS)
Hard Copy Incorporation
Certificate
X Yes
No
Comments: 8/1/2015: Included in
original application.
Organization
incorporated on
8/25/2014
COMPLETE
Exhibit 3C
10
2.c. Organization has secured
federal tax-exempt status (1002.33, FS)
May 31, 2017 Charter Tools Copy of tax
exempt letter
X Yes
No
Comments: 4/27/2017 Received via
hard copy during the Pre-
Opening Meeting
COMPLETE
2.d. Bylaws are executed by
the board (Contract: Section 9A)
May 31, 2017 Charter Tools Copy of
executed
bylaws
X Yes
No
Comments: 9/3/16 via Charter Tools
COMPLETE
2.e. Updated board roster
(with officer designations) and
contact information submitted (Contract: Section 9A)
May 31, 2017 Charter Tools Board roster X Yes
No
Comments: 10/4/2016: School’s
founding board contact
information added to
Charter Tools
5/31/2017: Per C.
Montford, School’s
founding board will
transition to school’s
governing board in July
2017 and she will become
principal. School will
update once this comes
into effect.
7/29/2017: Information
updated in Charter Tools
COMPLETED LATE
Exhibit 3C
11
2.f. Governing board has
been established and is setting
policy direction for school (Contract: Section 9A)
May 31, 2017 Charter Tools Copy of board minutes
X Yes
No
Comments: 4/27/2017: Per C.
Montford, Founding
Board acting as governing
board.
7/30/2017: Board
meeting minutes, received
via Charter Tools, show C.
Montford approved as
principal and the addition
of 2 new board members.
COMPLETED LATE
Copy of schedule for governing board meetings
X Yes
No
Comments: 7/27/2017: Received
hard copy during site visit
COMPLETED LATE
Exhibit 3C
12
2.g. Governing Board
Training and Disclosures (Contract: Section 9A)
NON-COMPLIANT as
of 7/31/2017
May 31, 2017 Charter Tools Training
Certificates for
each board
member
Yes
X No
Comments: Per School Action Plan:
Due April/May 2017
6/1/17: Per note in
Charter Tools from C.
Montford, The Board will
contract with Kathleen W.
Schoenberg by June 15,
2017 to complete
Training.
7/12/17: Per note in
Charter Tools from C.
Montford, The Board
completed training on July
5, 2017. We are waiting
on the certificates to be
sent to us stating we have
completed this training.
7/27/2017: Received,
during site visit, hard
copies of certificates for 2
out of the 4 current board
members, plus principal.
C. Montford stated that
remaining 2 members will
complete training in near
future.
Exhibit 3C
13
Disclosure
Forms for each
board member
X Yes
No
Comments: 7/27/2017: Received,
during site visit, hard
copies of disclosure forms
for the 4 board members.
COMPLETED LATE
2.h. Governing Board
Background Checks (Contract: Section 9)
NON-COMPLIANT as of
7/31/2017
May 31, 2017 AS400 District
Security
Yes
X No
Comments: 4/28/2017: Founding
board background checks
are complete.
5/31/2017: Per C.
Montford, School’s
founding board will
transition to school’s
governing board in July
2017.
7/29/2017: Information
updated in Charter tools
7/30/2017: Received
Board Minutes for
approval of new board
members.
7/31/2017: District
verification of board
member fingerprints
indicate that 2 members
have not completed
background clearance.
Exhibit 3C
14
2.i. School completed
application post-approval
training provided by the
FLDOE (statute)
Varies per date
of training
Charter Tools Training
certificates for
all participants
X Yes
No
Comments: 5/30/2017: Received via
Charter Tools. Founding
Board completed
training on 5/16/2017
COMPLETE
3. Educational
Program
3.a. School calendar is final,
including official start date,
and complies with statutory
and authorizer specific
requirements (if applicable) (Contract: Section 1B)
June 1, 2017 Charter Tools School
calendar
including all
key dates
X Yes
No
Comments: 6/1/2017 Received via
Charter Tools. School is
following BPS’ calendar
COMPLETE
Exhibit 3C
15
3.b. Curriculum Materials
Ordered
NON-COMPLIANT as
of 7/31/2017
July 27, 2017 Verified at
Site Visit
See Action Plan
Document
Yes
X No
Comments: 7/27/2017: Per C.
Montford (hard copy
document provided during
site visit), status of
ordered curricular
material:
Reading-on order
Math-partial delivery
Science-on order
Social Studies-on order
Note: School made no
mention of ordering
and/or receiving
appropriate materials for
Project Lead the Way,
which is their unique
innovation as required by
statute and per their
approved application
3.c. Reading Plan Option (Contract: Section )
May 31, 2017 Charter Tools Letter stating if
school electing
to participate
in or opt out of
district reading
plan
X Yes
No
Comments: 5/31/2017 School
elected to participate in
K12 Reading Plan
COMPLETE
Exhibit 3C
16
4. Administration
and Staff
4.a. Qualified school
administrator hired (Contract:
Section 10)
Within 3
working days of
hiring and no
later than May
31, 2017
Charter Tools Name, resume
and copies of
administrator
license(s)
demonstrating
compliance
with
certification
requirements
(if applicable)
X Yes
No
Comments: School Action Plan: Due Feb
2017; Hired may/June/July 2017
7/30/2017 Board minutes
received indicate, C.
Montford stepped down
from board and was
named school principal.
Resume submitted with
application. She does not
hold a valid certificate in
Florida.
COMPLETED LATE
4.b. All key leadership roles
filled (Contract: Section 10)
NON-COMPLIANT as of
7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
Charter Tools
and Staff
Database
Updated
personnel
information
with names,
positions and
contact
information
Yes
X No
Comments: School Action
Plan: Due May/ June/ July 2017
7/19/2017 Check of staff
database showed only 2
employees entered
7/31/2017: staff
database indicates
principal is C. Montford.
7/31/2017: District
verification of board
member fingerprints
indicate that 2 members
have not completed
background clearance,
thus not able to assume
duties
Exhibit 3C
17
4.c. All teaching positions
filled (Contract: Section 10)
NON-COMPLIANT as of
7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
AS400 Staff Database
and the
student side of
AS400
Yes
X No
Comments: School Action
Plan: Due May/ June/ July 2017
7/19/2017: verification of
staff database showed
only 2 employees entered
and no teachers assigned
in the student side of
AS400
7/31/2017: verification of
staff database indicates
that school is lacking the
following positions for
core areas: 1 second
grade teacher; 1 fourth
grade teacher; Also no
indication of an ESE
teacher as student
schedules are not
complete, so a
certification report could
not be generated. (all
teaching assign. based on
floor plan provided by C.
Montford on 7/27/2017
during site visit.)
Exhibit 3C
18
4.d. Health, safety and
criminal background checks
completed for all school staff (Contract: Section 10)
NON-COMPLIANT as of
7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
Personnel
Files
Staff Database
Review and
Verified during
site visit
Yes
X No
Comments: 7/19/2017 unable to
verify background screens
as employees not entered
in staff database.
Personnel Files will be
reviewed at the July 27
site visit.
7/27/2017: All employees
needed to be drug
screened. During site
visit, C. Montford
explained that the School
was just completing
contract requirements
with agency conducting
drug screening.
7/31/2017: Verification of
staff database and
background clearance
indicates discrepancies.
Staff database indicates
17 employees;
Background screening
report indicate 20
employees.
Exhibit 3C
19
4.e. Employees meet
licensure and certification
requirements (Contract: Section 10)
NON-COMPLIANT as of
7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
AS400 Staff Database Yes
X No
Comments: 7/19/2017 unable to
verify certification as
employees not entered in
staff database.
7/31/2017: AS400
(student schedules) are
not complete so a
certification report could
not be generated
4.f. Adequate ESE and ESOL
staffing in place to serve
enrolled students (Contract: Section
3I, J and K)
NON-COMPLIANT as of
7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
AS400 Staff Database Yes
X No
Comments: 7/19/2017 unable to
verify certification as
employees not entered in
staff database.
7/31/2017: AS400
(student schedules) are
not complete so a
certification report could
not be generated
4.g. Board approved
personnel policies are
provided to all staff in an
Employee Handbook (Contract:
Section 11)
June 30, 2017 Charter Tools Board approved personnel policies
X Yes
No
Comments:
7/26/2017: received
employee handbook via
COMPLETED LATE
Exhibit 3C
20
Copy of Employee Handbook
X Yes
No
Comments: 7/26/2017: received
employee handbook via
COMPLETED LATE
4.h. Employees set up for
data access and use (Contract:
Section 2D)
NON-COMPLIANT as of
7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
AS400/Active
Directory
AUP
Help Desk Tickets
Yes
X No
Comments: 7/31/2017: Active
Directory account
requests received for 11
employees (9 have been
processed, 2 awaiting
documentation from
School)
Exhibit 3C
21
5. Management
Contract (if applicable)
5.a. Management contract
executed (Contract: Section 9E)
NON-COMPLIANT as of
7/31/2017
June 30, 2017 Charter Tools Copy of
executed
agreement
approved by
the authorizer
and signed by
representatives
of the
management
company and
the school’s
board
Yes
X No
Comments: 7/31/2017: Received call
from Donna Barrick, with
Viracof Charter School
Services. Legacy
contracted with them as
an ESP as of Jan 2017
(non-compensation); July
2017 (contract with
compensation). School
did not indicate the use of
an ESP and sponsor only
found out about contract
through this 3rd-party
phone call. School did not
follow proper processes
for contracting with ESP
(per charter contract).
6. Budget 6.a. Board approved
budget for first fiscal year (Contract: Section 4F)
DID NOT COMPLY
On or before
July 1
Charter Tools Copy of board
approved
budget with
detailed
assumptions
for all key
revenues and
expenditures
Yes
X No
Comments: 7/1/2017: Did not receive
initial budget.
Note: Due to enrollment
verification of 7/1/2017,
school must submit
revised budget (see
contract: Section 3 and
1002.33(17)e)
DID NOT COMPLY
Exhibit 3C
22
6.b. Revised budget if
enrollment is below 75% of
projection included in board
approved budget (Contract:
Section 4F)
NON-COMPLIANT as of
7/31/2017
June 30, 2017
Per request by
Ms. Montford,
Deadline
extended to
July 26, 2017
Charter Tools Copy of board
approved
revised budget
with detailed
assumptions
for all key
revenues and
expenditures;
Also include
updated
staffing plan
Yes
X No
Comments: 7/26/2017: Received
revised budget via email.
7/27/2017: Discussed
during site visit - Revised
budget unacceptable as it
includes pre-k. PreK is a
separate, private entity
and School cannot use
public funds for that
business - agreements
needed showing funds
owed to school by prek for
items such as facility
usage, electricity, shared
personnel, etc.
7. Financial
Management
7.a. Set up of school is
system as required and
provide banking information
to authorizer in order to
generate payments (Contract:
Section 4H)
Complete Various
systems
Vendor requirements
Banking form
X Yes
No
Comments: 8/24/2017: Complete
Vendor #: V230985
COMPLETE
Exhibit 3C
23
7.b. Board approved fiscal
controls policies and
procedures (Contract: Section 4H)
NON-COMPLIANT as of
7/31/2017
May 31, 2017 Charter Tools Copy of board
approved
internal
controls
policies
Yes
X No
Comments: 6/1/2017 Received via
Charter Tools – School
Financial Services
7/25/2017 Informed by C.
Montford during phone
conversation, a change in
financial service provider.
She will send new
contract.
7/27/2017 During site
visit, requested copy of
new service provider
7.c. Accounting systems in
place (Contract: Section 4H)
NON-COMPLIANT as of
7/31/2017
May 31, 2017 Charter Tools Evidence of
employment of
or contract
with
accountant,
bookkeeper or
person who
will handle
such duties
Yes
X No
Comments:
See comment above
7.d. Auditor (Contract: Section 4G) April 30, 2017 Charter Tools Auditor
Engagement
Letter
X Yes
No
Comments: 4/27/2017 Received via
Charter Tools
COMPLETE
Exhibit 3C
24
8. Facilities 8.a. Viable facilities
secured (Contract: Section 5A)
NON-COMPLIANT as of
7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
Charter Tools Lease or
Purchase
Agreement see provided
facilities pre-
opening
prerequisites
Yes
X No
Comments: School
Action Plan: Due Feb
2017; Secure Facility
March 2017
7/27/2017: Received
hard copy of facility Lease
agreement with First
United Methodist Church
of Titusville, Inc. School
to use 3 buildings:
education building,
church office/kitchen; and
youth hall (which is across
street, beside playground)
7/28/2017 Received 1st
amendment to lease
7/27/2017: During site
visit, ADA compliance
issues identified.
8.b. Certificate of
Occupancy (Contract: Section 5B)
NON-COMPLIANT as of
7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
Charter Tools see attached
facilities pre-
opening
prerequisites
Yes
X No
Comments: 7/27/2017: City of
Titusville, and hired
architect, also attended
site visit meeting. CO not
on record with city.
School would need letter
from architect,
application to city and
inspections before CO
would be issued.
Exhibit 3C
25
8.c. Certificate of Use (Contract: Section 5B)
15 calendar
days prior to
school opening
(July 26, 2017)
Charter Tools see attached
facilities pre-
opening
prerequisites
X Yes
No
Comments: 7/26/2017: Per call with
C. Montford, as outlined
in doc. She received in
4/27/2017, CU may not
be needed; however, she
needs to verify this with
her municipality as per
statute.
7/28/2017: Received CU
via email
COMPLETED LATE
8.d. Letter of Architect of
Record (if applicable) (Contract:
Section 5B)
Not Applicable
15 calendar
days prior to
school opening
(July 26, 2017)
see attached
facilities pre-
opening
prerequisites
Yes
No
Comments: 7/26/2017: Per phone
conversation with C.
Montford, as outlined in
document she received in
April 2017, letter not
needed if fire permit or
CO indicates capacity of
building; however, she
needs to verify that the
CO or fire permit have
capacity listed.
Exhibit 3C
26
8.e. Fire Permit (Contract:
Section 5B)
PARTIAL-COMPLIANT as
of 7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
see attached
facilities pre-
opening
prerequisites
Yes
X No
Comments: 7/27/2017: District’s Jeb
Bynum and Fire Marshall,
Mike Wardwell, in
attendance. School would
need application and
inspections before Fire
Permit could be issued for
education building only.
Other buildings that the
school proposed to use do
not meet code.
7/27/2017: Fire Permit
for education facility
received via email; No
permits for other
buildings were received
Exhibit 3C
27
8.f. Occupational License
(Business Tax Receipt) (Contract: Section 5B)
PARTIAL-COMPLIANT as
of 7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
(see attached
facilities pre-
opening
prerequisites
Yes
X No
Comments: 7/26/2017: Per phone
conversation with C.
Montford, as outlined in
document she received on
4/27/2017, Occ. License
may not be needed;
however, she needs to
verify this with the
municipality.
7/30/2017 Received Occ.
License via email from C.
Montford; however, the
certificate lists the
business classification as
“unspecified business
service” not educational
services.
7/31/2017 Review of City
of Titusville website
indicates that OL is
required. Additionally,
per City of Titusville
guidelines, School also
needs to file with Brevard
County.
Exhibit 3C
28
8.g. Health Permit (Contract:
Section 5B)
NON-COMPLIANT as of
7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
(see attached
facilities pre-
opening
prerequisites)
Yes
X No
Comments: 7/28/2017: Received
Health inspection
(sanitation) via email –
School Failed Inspection
Did not receive Food
Service Inspection as
report indicated that
school was requiring
students to bring their
lunches from home, which
is not compliant with laws
related to Free and
Reduced Lunch.
School will need a Food
Service Inspection by the
Dept. of Health
8.h. Approval of Local
Government Jurisdiction
Requirements (Contract: Section
5B)
NOT APPLICABLE
15 calendar
days prior to
school opening
(July 26, 2017)
(see attached
facilities pre-
opening
prerequisites)
Yes
No
Comments: Per C. Montford, the city
did not have additional
requirements (i.e. traffic
survey) as this was an
existing facility
Exhibit 3C
29
8.i. AHERA
Report/Architect of Record
Letter (Contract: Section 5B)
PARTIAL-COMPLIANT as
of 7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
(see attached
facilities pre-
opening
prerequisites)
Yes
X No
Comments: 7/27/2017: During site
visit, Jeb Bynum indicated
that building, due to its
age, (built in 1950), could
be assumed to contain
asbestos, but it is not
friable. He recommends
that the school develop a
plan (as required by law)
and inform parents of
possibility of asbestos.
7/28/2017: Received
sample parent letter, but
not plan.
8.j. Crisis Response Plan (Contract: Section 5B)
15 calendar
days prior to
school opening
(July 26, 2017)
Crisis Response
Plan
X Yes
No
Comments: 7/28/2017: Received via
COMPLETED LATE
Exhibit 3C
30
8.k. Space meets program
requirements (classrooms,
special purpose space,
restrooms meet
requirements of program and
number of students enrolled)
and is accessible to all
students (Contract: Section 5B)
NON-COMPLIANT as of
7/31/2017
July 27, 2017 Inspection
during pre-
opening visit
Yes
X No
Comments: 7/27/2017: During site
visit, identified ADA
compliance issues.
8.l. Property Inventory (Contract: Section 4G)
NON-COMPLIANT as of
7/31/2017
15 calendar
days prior to
school opening
(July 26, 2017)
Charter Tools Property
Inventory Yes
X No
Comments: 7/27/2017: During site
visit, school submitted
hard copy of document.
Document did not meet
statutory and contractual
requirements.
Exhibit 3C
31
8.m. Technology
Infrastructure (Contract: Section
4G)
NON-COMPLIANT as of
7/31/2017
July 27, 2017 Inspection
during pre-
opening visit
Yes
X No
Comments: 7/27/2017: During site
visit, school indicated that
facility was not wired for
technology and was still
working on plan to
provide adequate
computers for school
operations, students and
state testing.
8.n. Finalize Curriculum
and Other Instructional
Materials (Ordering and
Receiving)
NON-COMPLIANT as of
7/31/2017
July 27, 2017 Site Visit See Action Plan
Document Yes
X No
Comments: 7/27/2017: C. Montford
provided a document
indicating status of
ordered curricular
material:
Reading-on order
Math-partial delivery
Science-on order
Social Studies-on order
Note: School made no
mention of ordering
and/or receiving
appropriate materials for
Project Lead the Way,
which is their unique
innovation as required by
statute and per their
approved application
Exhibit 3C
32
8.o. Finalize FEFP
NON-COMPLIANT as of
7/31/2017
July 27, 2017 Site Visit See Action Plan
Document Yes
X No
Comments: 7/27/2017: Furniture was
acceptable (received from
district surplus); however,
there was no technology
devices in place. C.
Montford indicated that
all new FEFP would be
ordered when they move
to their future location.
9. Transportation 9.a. Contract with
transportation provider (as
applicable) (Contract: Section 6D)
July 15, 2017 Charter Tools Copy of
agreement
with
transportation
provider (as
applicable)
Yes
No
Comments: Not Applicable
School is contracting with
parents
7/27/2017: School
provided contract with
parent for review. It is
recommended that school
redo contract and include
a question asking if a
student needs bussing.
NOT APPLICABLE
Exhibit 3C
33
9.b. Transportation plan (if
applicable) including related
health and safety certificates (Contract: Section 6D)
July 15, 2017 Charter Tools Copy of health and safety certificates
Copies of criminal background checks for provider
Yes
No
Comments: Not Applicable
School is contracting with
parents
7/27/2017: School
provided contract with
parent for review. It is
recommended that school
redo contract and include
a question asking if a
student needs bussing.
NOT APPLICABLE
10. Food Service 10.a. Food service plan (if
applicable) (Contract: Section 7)
NON-COMPLIANT as of
7/31/2017
July 15, 2017
Per request by
Ms. Montford,
Deadline
extended to
July 26, 2017
Charter Tools Copy of food or vendor services contract
Evidence of appropriate state and local health department inspections and licenses
Yes
X No
Comments:
7/27/2017: During site
visit, C. Montford
indicated that they had a
food service contract with
Publix, and provided
sample menus. A copy of
the food service contract
was requested
7/28/2017: Received via
email, quote to school,
dated 7/28/2017, from
Aging Matters, along with
sample menus. No
contract from Publix was
received.
Exhibit 3C
34
11. Insurance 11.a. Appropriate and
required coverage obtained (Contract: Section 8)
NON-COMPLIANT as of
7/31/2017
May 31, 2017
Per request by
Ms. Montford,
Deadline
extended to
July 17, 2017
Charter Tools General
Liability Proof (certificate) of
appropriate coverage
from insurance
provider that meets
local and statutory
requirements
Yes
X No
Comments: 7/17/2017 phone call
with C. Montford
requesting certificates.
7/27/2017 Received
Binder certificates via
email – Per Risk
Management, Binders are
not acceptable –
responded via email
requesting certificates
with actual policy
numbers and corrected
information.
7/28/2017 Received
another copy of certificate
(same as 7/27/2017).
7/31/2017 Received
updated certificate.
Meets BPS contract
requirements.
Does not meet property
lease contract
requirements.
Exhibit 3C
35
Automobile Proof (certificate) of
appropriate coverage
from insurance
provider that meets
local and statutory
requirements
X Yes
No
Comments: 7/17/2017 phone call
with C. Montford
requesting certificates.
7/27/2017 Received
Binder certificates via
email – Per Risk
Management, Binders are
not acceptable –
responded via email
requesting certificates
with actual policy
numbers.
7/28/2017 Received
another copy of certificate
(same as 7/27/2017).
7/31/2017 Received
updated certificate.
COMPLETED LATE
Exhibit 3C
36
Property Proof (certificate) of
appropriate coverage
from insurance
provider that meets
local and statutory
requirements
Yes
X No
Comments: 7/17/2017 phone call
with C. Montford
requesting certificates.
7/27/2017 Received
Binder certificates via
email – Per Risk
Management, Binders are
not acceptable –
responded via email
requesting certificates
with actual policy
numbers.
7/28/2017 Received
certificate via email –
Review indicates that
policy does not meet
contractual requirements.
7/31/2017 Received
updated certificate.
Meets BPS contract
requirements.
Does not meet property
lease contract
requirements.
Exhibit 3C
37
Workers
Compensation Proof (certificate) of
appropriate coverage
from insurance
provider that meets
local and statutory
requirements
X Yes
No
Comments: 7/17/2017 phone call
with C. Montford
requesting certificates.
7/27/2017 Received
certificates via email – but
effective date is incorrect.
7/27/2017 Email from C.
Montford, provided
quote.
7/28/2017 Received
another copy of certificate
(same as 7/27/2017).
7/31/2017 Received
updated certificate.
COMPLETED LATE
Exhibit 3C
38
Fidelity
Bond/Crime
(Errors &
Omissions) Proof (certificate) of
appropriate coverage
from insurance
provider that meets
local and statutory
requirements
X Yes
No
Comments: 7/17/2017 phone call
with C. Montford
requesting certificates.
7/27/2017 Received
Binder certificates via
email – Per Risk
Management, Binders are
not acceptable –
responded via email
requesting certificates
with actual policy
numbers.
7/28/2017 Received
another copy of certificate
(same as 7/27/2017).
7/31/2017 Received
updated certificate.
COMPLETED LATE
Exhibit 3C