SECTION 1 : MEETING DETAILS
CALIBER SCHOOLS BOARD OF DIRECTORS MEETING DETAILS: Day and Time: Thursday, February 16, 2017 at 1:00 PM to 3:00 PM (Pacific) Location:
Richmond Community Foundation 1014 Florida Ave Suite 200 Richmond, CA 94804 Toll–Free Conference line 866-730-7514 (Participant Pin 280163#)
BOARD MEETING PACKET CONTENTS: SECTION 1: - Meeting Details - Packet Contents - Agenda SECTION 2: DISCUSSION MATERIALS - Caliber Schools Board Recruitment Strategy presentation - Caliber Schools Dashboard - Beta Academy Facilities Update - Draft Internet Safety Policy SECTION 3: ITEMS FOR APPROVAL - 12/12/16 Board Meeting Minutes - Public Comment Rules - Resolution on Immigration - Beta Academy 2nd Interim Report - ChangeMakers 2nd Interim Report SECTION 4: CONSENT CALENDAR ITEMS - Finance Committee Charter - Auditor Agreement with VLS - Caliber: Beta Academy SARC - Caliber: ChangeMakers Academy SARC
AGENDA CALIBER SCHOOLS BOARD MEETING Monday, February 16, 2017
1:00 PM
Call to Order/Roll Call Wu • Establish quorum and meeting norms • Review agenda and approve/disapprove additions & changes to agenda
1:05 PM
Approval of Minutes from December 12, 2016 Meeting
Wu
1:10 PM
Public Participation Rules • Action Item: Vote on proposed rules related to public participation
Wu
1:15 PM
Public Comment
Open
1:30 PM
Committee Reports • Academic Affairs Committee Report • Finance Committee Report
Lopez Adams
1:40 PM
Consent Items • Action Item: Vote on items included in the consent calendar
Wu
1:45 PM
Closed Session • Disclosure of items to be discussed & call for comments • Recess to closed session • Report/ratification of closed session
Wu
2:00 PM
Discussion & Action Items • Action Item: Resolution on Immigration • Discussion Item: Board Recruitment Strategy • Action Item: Vote on formation of Governance Committee • Discussion Item: Academic Update • Information Item: Follow-up from 12/12/16 meeting public comment • Discussion Item: Facilities Update • Discussion Item: Fundraising Update • Action Item: Vote to approve C:BA 2nd Interim Report • Action Item: Vote to approve C:MA 2nd Interim Report
Moses Moses Moses Peterson Peterson Mullarkey Moses Mullarkey Mullarkey
2:45 PM
Public Hearing: Internet Safety Policy • Open Public Hearing • Public Comment • Close Public Hearing
Wu
2:55 PM
Review of Upcoming Meeting Agenda Items
Mullarkey
3:00 PM
Adjourn
Wu
SECTION 2 : DISCUSSION MATERIALS
Caliber Schools Board Recruitment Strategy February 16, 2017
Current Board Composition ● ● ● ● ●
Seven members CEO and Co-Founder Expertise in Education, Charter school funding and management, VC/Ed-Tech, Finance, Charter Schools One member is local (Vallejo) Five white, one Asian, one Latino
Possible Goals for Board Composition ● ● ● ● ●
Over time, increase Board membership to 12 Local representative from Richmond Diversity: more members who look like the communities we serve Fundraising ability--direct donation and/or ability to fundraise Expertise in specific areas eg academics, SEL, operations, real estate
Board members and donors are helping already... ● ● ● ●
In discussions with potential new appointees Have had an introduction from a Board member to a potential candidate Have participated and will again in Tipping Point event to match potential Board members with organizations. Support through fundraising events and donations
….but we need more help ● ● ● ●
Create Governance Committee Set concrete targets for Board recruitment Create a process Individual Board members to commit to making at least 3 introductions in the next 3 months to potential connectors and/or board members
Board critical to fundraising What are the top four questions high net worth individuals ask before making a major donation? 1. 2. 3. 4.
Who else is giving? How much are they giving? Who is on your board? How much did the board give?
Examples of Connectors ● ● ● ● ● ● ● ● ●
Local politicians Leaders/board members at nonprofits you admire Local college and university senior leadership Chamber of Commerce Local Alumni/ae organizations, including sororities and fraternities Management Consultants Law Firms Banks/hedge funds/Private Equity/VC groups Affinity groups
Discussion and Vote ● ● ● ●
Are these the right goals? Do you have comments on the Job Description/Expectations? Will you sign an annual commitment based on this JD? Governance Committee: Pete, Ron and Jen...who else is interested?
Click to edit Master title style
Caliber: Beta Academy Facilities Update February 16, 2017
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Core & Facility Needs Click Site to edit Master title style • Caliber staff has been researching private facility options for 3+ years now, and the challenge has been finding a site that meets the many needs that we have for the school: • Zoning – The site has to be zoned in a way that supports a school facility. The City of Richmond has made it increasingly difficult to re-zone for use as a school. • Size – Using our Vallejo project as a comparable, we’re looking for a 3-5 acre site that can support a 50-55,000 sq ft building. We feel this is the minimum reasonable size for a school of 800+ students. • Location – We need a site that is easily accessible to our families (i.e., close to central Richmond) • Facility – If there is a non-school building in place already, it will likely involve significant retro-fit costs to bring it up to code as a school. That’s why we’re starting from scratch with our Vallejo project. • Cost – State facility funding limits the amount we can spend on the land / facility and still remain financially self-sufficient. Our budget translates to roughly $1mm per year in rent or debt service costs. In Vallejo, this has allowed us to afford a $16.5mm project based on raising $3mm in donations and borrowing the rest. |
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Real to Date ClickEstate to edit Efforts Master title style • Working with Real Estate Brokers and Developers • Over the past 3 years we’ve worked with half a dozen different brokers to research available sites • We have also worked with real estate developers like Pacific Charter School Development and Turner Agassi both of which have built many facilities for charter schools • Open to Renting and Buying • We have looked at renting existing sites (e.g., the one that A-Method is currently occupying near the marina) • We have also looked at purchasing empty lots or existing buildings • Locations • Based on feedback from our parents, our initial search focused in and around downtown Richmond • Over time we have widened our search to include areas closer to the water and further north • North Richmond and San Pablo have more available lots, but we need parent feedback before seriously considering them • Current Available Options • • • • •
As of right now, we don’t have any near-term opportunities We are looking at one site in North Richmond (not sure whether it’s a viable location for our parents) We continue to talk with the County (for 2+ years) about their plans to sell the facility on 38th Street in Richmond We are reaching out to the Oakland Diocese around the soon-to-be-closed St. Jerome’s school site We are continuing dialog with WCCUSD about other properties they own.
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Update with WCCUSD Click to on editDiscussions Master title style Adams Discussions • Caliber and WCCUSD staff worked for many months to develop a plan for Caliber to buy the Adams site and develop a facility for Beta Academy. • In September 2016, the WCCUSD Board voted not to pursue the proposal. • Since then, conversations with District staff have been cut off, with staff citing the direction they received from the WCCUSD Board not to pursue them. • We have heard that the District is exploring other options for the Adams site, despite the fact that Beta Academy still lacks a permanent home.
Prop 39 Discussions • In previous Prop 39 cycles (e.g., for this school year), Caliber and WCCUSD have explored many options to house Beta Academy. District staff has persistently repeated that they don’t have permanent sites that fit the whole school. • In November 2016, Caliber staff made a Prop 39 facility request to WCCUSD that once again reiterated our belief that Adams is the only viable option to house the whole school on one site. • In subsequent discussions, District staff has requested that Caliber consider splitting the school into two smaller sites. The Alvarado campus has been among the sites that were discussed. • More recently, District staff has withdrawn their interest in pursuing the Alvarado option, and once again suggested that Beta Academy remain at its current JFK High School campus without any definitive end point or alternate plan.
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What Caliber Click Can to edit MasterParents title styleDo? WCCUSD Board Advocacy • It is Caliber’s belief that parent outreach to the WCCUSD Board is a critical avenue to pursue if we are to re-open productive discussions with District staff • A concerted effort to make your voices heard at Board meetings is a 1st step • Requests for direct meetings with Board members
File Formal Complaints • Parents can file formal complaints regarding the facilities WCCUSD has provided • WCCUSD has publicly available Uniform Complaint Procedures that can be used • A more forceful approach would be to address complaints to the Office of Civil Rights, particularly given the gross disparity in facilities provided to our students (and others in disadvantaged areas) and those provided in affluent areas
Legal Action • Caliber staff are currently evaluating our legal options to compel WCCUSD to live up to its Prop 39 responsibilities • We intend to file a Public Records Act request to gather the data we need to make our case • We would welcome parent participation in the process
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Caliber Schools Internet Acceptable Use and Safety Policy *** DRAFT *** To receive certain federal funding (such as E-Rate discounts for purposes of Internet access and network hardware), the School is subject to the federal Childrens' Internet Protection Act (CIPA), effective in 2001. This law requires the School to adopt an Internet safety policy which contains the provisions set forth herein. This policy is intended to address this obligation. Policy: Schools within the Caliber Schools network (the “Schools”) provide technology resources as a privilege extended to Caliber Students (the “Students”) to provide cutting edge instructional technology tools. The Schools’ technology resources are for educational purposes to serve information and communication beyond classroom walls. This Internet Acceptable Use and Safety Policy (“Policy”) governs all electronic activities of Students using and accessing the Schools’ technology resources. By using the Schools’ technology resources, a Student agrees to follow this policy and all applicable regulations, policies and guidelines. All Students MUST report any misuse of the technology or Internet or any event that violates this policy to a teacher or office personnel. Technology Resources: The Schools' computer systems and networks include a wide variety of computer hardware including chromebooks, charging carts, operating system software, application software, stored text/ data etc. This also includes email, local information available on computers, externally access information (such as the Internet), optical media, clipart, digital images, cloud, digital information, communication technologies and any new technologies as they become available. The Schools reserve the right to monitor and control all technology resource activity provided to Students by the Schools. General Computer hardware, internet access and email provided by the Schools are solely intended for educational use and related instruction, research, and communication.
Goals and Objectives The goal of this policy is to enforce policy and set guidelines for the Schools’ Students who use the Schools' technology resources. The Schools reserve right to place restrictions, revoke and monitor technology resources to ensure that the use of technology is in accordance with their educational mission and goals. The appropriate use of the the Schools’ technology resources is a joint responsibility of Students, parents, and the Schools. This policy requires the permission of and supervision by the Schools before a Student may access the technology resources. Students and parents must read and fully understand this policy. All Students using technology resources must comply with this policy, other School regulations, and instructions provided by teachers. Acceptable use All Students using the technology resources provided by the Schools must comply with all applicable laws and School policies including, without limitation, laws and policies regarding freedom of speech, profanity, obscenity, privacy, copyright, and misuse of computers generally. The technology resources provided by the Schools may only be used in furtherance and support of the Schools' educational mission and goals. Students will also be introduced to proper conduct by teachers, and are expected to follow provided guidelines. Students are expected to be courteous while using the technology resources. Student must obtain approval from the supervising teacher prior to downloading or publishing any materials onto the web. Use of technology resources is a privilege The use of the Schools' technology resources is a privilege, not a right. Depending on the nature and degree of the violation, unacceptable use of the Schools' technology resources may result in suspension or cancellation of technology resources use or access privileges; and payments for damages caused (subject to applicable law). Unacceptable use The following are a non-exhaustive list of uses of the Schools' technology resources that are considered unacceptable: 1. Students will not use technology resources to access, review, upload, download, store, print, post, receive, or communicate:
a. pornographic, obscene or sexually explicit material or other visual depictions that are harmful to minors; b. obscene, abusive, profane, lewd, vulgar, rude, inflammatory, threatening, disrespectful, or sexually explicit language; c. content that uses language or images that are inappropriate or disruptive in the education process; d. content that could cause damage or danger of disruption; e. content that uses language or images that advocate violence or discrimination toward other people (hate literature) or that may constitute harassment or discrimination. 2. Students will not use the Schools' technology to knowingly or recklessly post, transmit or distribute false or defamatory information about a person or organization, or to harass another person, or to engage in personal attacks, including prejudicial or discriminatory attacks. 3. Students will not use the Schools' technology to engage in any illegal act or violate any local, state or federal statute or law. 4. Students will not use the Schools' technology to vandalize, damage or disable the property of another person or organization, will not make deliberate attempts to degrade or disrupt equipment, software or system performance by spreading computer viruses or by any other means, will not tamper with, modify or change the Schools' software, hardware or wiring or take any action to violate the Schools' technology security system, and will not use the School technology in such a way as to disrupt the use of the system by other users. 5. Students will not use the Schools' technology resources to gain unauthorized access to information resources or to access another persons' materials, information or files without the implied or direct permission of that person. 6. Students will not use the Schools' technology resources to post private information about another person or to post, transmit or distribute personal contact information about themselves or other persons, or other personally identifiable information, including, but not limited to, addresses, telephone numbers, School addresses, work addresses, identification numbers, account numbers, access codes or passwords, labeled photographs or other information that would make the individual’s identity easily traceable, and will not repost a
message that was sent to the user privately without permission of the person who sent the message. 7. Students must keep all account information and passwords private and confidential. Students will not attempt to gain unauthorized access to others account, attempt to log in through another persons' account, or use computer accounts, access codes or network identification other than those assigned to the Student. Messages and records on the School resources may not be encrypted without the permission of appropriate School authorities. 8. Students will not use the Schools' technology resources to violate copyright laws or usage licensing agreements, or otherwise to use another person’s property without the person’s prior approval or proper citation, including the downloading or exchanging of pirated software or copying software to or from any School computer, and will not plagiarize works they find on the Internet. 9. Students will not use the Schools' technology resources for conducting business, for unauthorized commercial purposes or for financial gain unrelated to the mission of the School. Students will not use the Schools' technology to offer or provide goods or services or for product advertisement. Students will not use the Schools' technology to purchase goods or services. If a Student inadvertently accesses unacceptable materials or an unacceptable Internet site, the Student shall immediately disclose the incident to his/her teacher. This disclosure may serve as a defense against an allegation of intentionally violating this policy. If a Student is uncertain whether behavior is prohibited, he or she should contact a teacher, supervisor or other appropriate School personnel. Content Filter A. With respect to any of its computers with Internet access, the School monitors online activities of minors and staff and employs technology protection measures during any use of such computers by minors and adults. The technology protection measures utilized blocks or filters Internet access to any visual depictions that are: 1. Obscene; 2. Child pornography; or 3. Harmful to minors.
B. The term “harmful to minors” means any picture, image, graphic image file, or other visual depiction that: 1. taken as a whole and with respect to minors, appeals to a prurient interest in nudity, sex, or excretion; or 2. depicts, describes, or represents, in a patently offensive way with respect to what is suitable for minors, an actual or simulated sexual act or sexual contact, actual or simulated normal or perverted sexual acts, or a lewd exhibition of the genitals; or 3. taken as a whole, lacks serious literary, artistic, political, or scientific value as to minors. Expectation of privacy A. By authorizing use of the Schools' technology resources, the School does not relinquish control over materials on the Schools' technology resources or contained in files on the system. Users should expect only limited privacy in the contents of personal files on it. B. Routine maintenance and monitoring of the Schools' technology may lead to a discovery that a user has violated this policy or the law. C. An individual investigation or search will be conducted if School authorities have a reasonable suspicion that the search will uncover a violation of law or Schools' policy. D. The Schools retain the right at any time to investigate or review the contents of Students files and emails. The data and other materials in files maintained on the School technology resources may be subject to review, disclosure or discovery. E. The Schools reserve the right to disclose any electronic activity, including electronic communications, to law enforcement officials or third parties, as appropriate and consistent with applicable law. The Schools will fully cooperate with local, state, or federal officials in any lawful investigation concerning or relating to any illegal activities conducted through the Schools' Internet Systems. Limitation on School Liability Use of the Schools' technology resources is at the Students' own risk. The system is provided on an “as is, as available” basis. The Schools will not be responsible for any damage users may suffer, including, but not limited to, loss, damage or unavailability of data stored on the Schools’ technology equipments, or for delays or changes in or interruptions of service or mis-deliveries or non-deliveries of information or materials,
regardless of the cause. The Schools are not responsible for the accuracy or quality of any advice or information obtained through or stored on the Schools’ technology equipment. The Schools will not be responsible for financial obligations arising through unauthorized use of the Schools' technology resources. Disciplinary Actions Violation of the above policy, or any administrative regulations and guidelines governing the use of School technology resources, may result in disciplinary action which could include loss of technology use, suspension or expulsion, up to and including termination. Violation of local, state or federal law may subject Students to prosecution by appropriate law enforcement agencies.
SECTION 3 : ITEMS FOR APPROVAL
Caliber Schools Minutes Board Meeting
Date and Time Monday December 12, 2016 at 1:00 PM Location Richmond Community Foundation 1014 Florida Ave Suite 200, Richmond / Toll–Free Conference line 866-730-7514 (Participant Pin 280163#)
Board Members Present D. Katzir (remote), J. Lopez (remote), J. Moses, R. Beller, T. Adams, V. Wu Board Members Absent P. Briger Guests Present C. Gibson, E. Peterson, M. Mullarkey, Mireya Sanchez, Rui Bao
I. Opening Items A.Call the Meeting to Order V. Wu called a meeting of the board of directors of Caliber Schools to order on Monday Dec 12, 2016 @ 1:08 PM at Richmond Community Foundation 1014 Florida Ave Suite 200, Richmond / Toll–Free Conference line 866-730-7514 (Participant Pin 280163#). B.Record Attendance and Guests C.Approve Minutes R. Beller made a motion to approve minutes. V. Wu seconded the motion. The board VOTED unanimously to approve the motion.
Roll Call R. Beller Aye J. Moses Aye T. Adams Aye P. Briger Absent J. Lopez Aye D. Katzir Aye V. Wu Aye
II. Election of Board Members & Officers A.Election of Board Members R. Beller made a motion to extend Pete Briger's Board membership for another term. Discussion of Board Terms deferred to future meeting. J. Moses seconded the motion. The board VOTED unanimously to approve the motion. Roll Call J. Moses Aye V. Wu Aye P. Briger Absent D. Katzir Aye J. Lopez Aye R. Beller Aye T. Adams Aye
B.Election of Corporate Officers Jennifer Moses suggested deferring discussion regarding Election of Corporate Officers to a future meeting. All agreed. C.Complete Board on Track Surveys Jennifer Moses asked all board members to complete Board on Track Survey. Board on Track team will come discuss results at an upcoming board meeting once all have been completed.
III. Public Comments A.Attendees The following 5 members of the public made comments to the Board: Mariella Cuellar,David Calderon, Yolanda Lopez, Abadesa Rolon & Fayza Ayyad.
IV. Closed Session A.Disclosure of Items to be Discussed in Closed Session B.Recess to Closed Session as Scheduled C.Report of Closed Session Items Jennifer Moses reported that their will be an expulsion panel hearing for a student and that Markus Mullarkey updated the Board on ongoing Prop 39 discussions
V. Committee Reports
A.Academic Affairs Committee We have decided to not appeal the WCCUSD decision denying our charter application for a High School at this time.Focus will be on improving Caliber: Beta Academy & Caliber: ChangeMakers Academy. Ernest Peterson has been promoted to Chief Schools Officer. Discussed ELAC Updates, ELD program updates and expulsion hearing. D. Katzir left early. B.Finance & Audit Committee The Annual Audit has been completed. The opinion is unqualified with no exceptions. The Audit will be distributed to Board Members and posted on the website when received.
VI. Consent Itmes A.Contracts for Approval J. Moses made a motion to approve all contracts in board packet. T. Adams seconded the motion. The board VOTED unanimously to approve the motion. Roll Call V. Wu Aye D. Katzir Absent T. Adams Aye P. Briger Absent J. Moses Aye J. Lopez Aye R. Beller Aye
B.Policies for Approval J. Moses made a motion to approve use of the SSC bylaw template & ELAC bylaw template at both schools. T. Adams seconded the motion. The board VOTED unanimously to approve the motion. Roll Call J. Moses Aye T. Adams Aye P. Briger Absent D. Katzir Absent R. Beller Aye V. Wu Aye J. Lopez Aye
C.SELPA Community Advisory Council (CAC) nomination T. Adams made a motion to approve the nomination of Maria Teresa Soto as parent representative for the Community Advisory Council (CAC) board for the duration of the 2016/17 school year. J. Moses seconded the motion. The board VOTED unanimously to approve the motion. Roll Call V. Wu Aye R. Beller Aye T. Adams Aye P. Briger Absent D. Katzir Absent
J. Lopez Aye J. Moses Aye
D.SARC Review by Academic Affairs Committee T. Adams made a motion to delegate initial review and approval authority of SARC to the Academic Affairs Committee, which will meet on January 30, 2017. The Board as a whole will be asked to ratify the Committee's approval when it meets in February. V. Wu seconded the motion. The board VOTED unanimously to approve the motion. Roll Call V. Wu Aye R. Beller Aye J. Lopez Aye J. Moses Aye P. Briger Absent T. Adams Aye D. Katzir Absent
VII. Discussion & Action Items A.Academic Update Ernest Peterson reviewed his 90 day entry plan. B.Finance and Facilities Update Markus Mullarkey gave financial overview. Some costs have escalated and have been offset by increased revenues. SPED costs have increased due to nonpublic school placement.
C.First Interim Report - Caliber: Beta Academy J. Moses made a motion to Approve Caliber: Beta Academy's First Interim Report. R. Beller seconded the motion. The board VOTED unanimously to approve the motion. Roll Call P. Briger Absent R. Beller Aye J. Moses Aye J. Lopez Aye D. Katzir Absent T. Adams Aye V. Wu Aye
D.First Interim Report - Caliber: ChangeMakers Academy T. Adams made a motion to Approve Caliber: ChangeMakers Academy's First Interim Reprot. J. Moses seconded the motion. The board VOTED unanimously to approve the motion. Roll Call D. Katzir Absent J. Moses Aye T. Adams Aye R. Beller Aye P. Briger Absent V. Wu Aye
J. Lopez Aye
E.Revisions to Corporate Fiscal Policies & Procedures V. Wu made a motion to amend the organization's Fiscal Policies & Procedures as they relate to approval thresholds and processes for large contracts. This motion is subject to Dan Katzir's vote post-board meeting. T. Adams seconded the motion. The board VOTED unanimously to approve the motion. Roll Call P. Briger Absent R. Beller Aye D. Katzir Absent V. Wu Aye T. Adams Aye J. Lopez Aye J. Moses Aye
F.Fundraising Update Jennifer Moses gave fundraising updates. There will be a Caliber Fundraiser on January 26th in San Francisco.
VIII. Closing Items A.Adjourn Meeting There being no further business to be transacted, and upon motion duly made, seconded and approved, the meeting was adjourned at 2:36 PM. Respectfully Submitted, V. Wu
Public Participation at Caliber Schools Board Meetings *** DRAFT *** Members of the public are encouraged to attend Caliber Schools Board meetings and are invited to address the Board regarding any item on the agenda or within the Board's jurisdiction. In order to promote the broadest public participation, persons attending Board meetings shall not be requested to sign in, complete a questionnaire, or otherwise provide their name or other information as a condition of attending the meeting. In order to maintain orderly and efficient meetings, the Caliber Schools Board of Directors has established the following procedures related to public comments at its meetings: 1. The Board shall give members of the public an opportunity to address the Board on any item of interest to the public that is within the subject matter jurisdiction of the Board, either before or during the Board's consideration of that item. 2. The Board shall also give members of the public an opportunity at every regular meeting (at a time designated on the agenda for that meeting) to address the Board on matters that are not listed on the agenda. However, the Board shall not take action on or discuss items not included in the posted agenda, except as authorized by law. Instead, the Board’s response to public comments on items not on the agenda will be limited to the following: ○ ○ ○ ○ ○ ○
Board members or staff members may briefly respond to statements made or questions posed by the public so long as no action is taken. Board or staff members may ask questions for further clarification. Board or staff members may make a brief report on their own activities related to the public comment. The Board may refer the public to staff or other resources for factual information related to the public comment. The Board may ask staff to report back to the Board at a subsequent meeting concerning any matter included in the public comment. The Board may direct staff to place a matter of business on a future agenda.
3. A person wishing to be heard by the Board shall first be recognized by the Board Chair and shall then proceed to comment. Requests must be submitted prior to the beginning of the agenda item. If a particular comment is more appropriately addressed at a later time in the agenda, the Board Chair may indicate the time when it should be presented. 4. Individual speakers shall be allowed up to two minutes to address the Board once on any agenda item or during the time allotted for public comment on items not on the agenda. An exception shall be made for “Public Hearing” agenda items during which
members of the public will be allowed to make an additional comment (subject to the same time limits outlined herein). Speakers whose comments will be translated will be allowed up to four minutes per comment to account for the extra time required to translate their comments. 5. The Board shall limit the total time for public comment on each item to 30 minutes. With Board consent, the Board Chair may increase or decrease the time allowed for public comment. 6. The Board shall not prohibit public criticism of its policies, procedures, programs, services, acts, or omissions. In addition, the Board may not prohibit public criticism of the organization’s employees. However, if a member of the public wishes to initiate formal complaints or charges against an employee of the organization, the Board Chair shall direct the complainant to file such a complaint using Caliber Schools’ complaint procedures. 7. The Board Chair shall not permit any willful disturbance or interruption of Board meetings. Persistent disruption by an individual or group shall be grounds for the Board Chair to terminate that individual’s or group’s privilege of addressing the Board. If a meeting cannot reasonably be continued as a result of such a disturbance or interruption, the Board Chair may temporarily suspend the meeting and reconvene the meeting in a new location. In such a case, further proceedings will only relate to matters appearing on the agenda at the time of the suspension.
BOARD OF DIRECTORS OF CALIBER SCHOOLS RESOLUTION AUTHORIZING ACTIONS TO MAKE CALIBER SCHOOLS CAMPUSES SAFE SCHOOL ZONES FOR ALL STUDENTS *** DRAFT *** WHEREAS, Caliber Schools, a California nonprofit public benefit corporation, boasts a diverse student body, with 97% of its students from ethnic minority backgrounds; WHEREAS, Caliber Schools believes that all students, regardless of their demographics or background, will learn and achieve if given the right opportunities and support, and refuses to accept anything less than an excellent college-preparatory education for its students; WHEREAS, The United States Supreme Court held in Plyer v. Doe (1982) that no public school district has a basis to deny children access to education based on their immigration status, citing that children have little control over their immigration status, the harm it would inflict on the child and society itself, and equal protection rights of the 14th Amendment; WHEREAS, the Office of Immigration and Customs Enforcement (“ICE”) states in its 2011 policy that it will not conduct immigration enforcement activity at any sensitive location, which includes schools, without special permission by specific federal law enforcement officials unless exigent circumstances exist; WHEREAS, Large-scale ICE operations have not yet been carried out in the Bay Area, but immigration enforcement affects Caliber Schools families every day, and a possible shift in ICE enforcement priority has created a climate of heightened fear and anxiety for many Caliber Schools students and their families; WHEREAS, ICE activities in and around schools would be a severe disruption to the learning environment and educational setting for students; WHEREAS, Caliber Schools prides itself on creating a safe, welcoming, inclusive environment for all its students, regardless of race, religion, or immigration status; NOW, THEREFORE, BE IT RESOLVED, that the Board of Directors of Caliber Schools (the “Board”) affirms the authority of Caliber Schools staff to continue to protect the data and identities of any student, alumnus, family member, or school employee who may be adversely affected by any future policies or executive action that results in the collection of any personally identifiable information to the fullest extent provided by the law; RESOLVED FURTHER, that the Board affirms its support for every individual embracing education, and that Caliber Schools campuses will join in the tradition of Oakland Unified School District, San Francisco Unified School District, and other school districts across the country, by declaring every Caliber Schools campus is a safe place for students and families, and such students and families can visit Caliber Schools campuses to seek help, information, and safety if faced with fear and anxiety about immigration enforcement efforts;
RESOLVED FURTHER, that in order to provide a public education, regardless of a child’s or family’s immigration status, absent any applicable federal, state, or local law, regulation, ordinance or court decision, Caliber Schools shall abide by the following conduct: - Caliber Schools personnel shall treat all students equitably in the receipt of all school services, including but, not limited to, the free and reduced lunch program and educational instruction; - Caliber Schools personnel shall not inquire about a student’s immigration status, including that of family members; - Any request by ICE for information or access to a school site shall be immediately forwarded to appropriate personnel at the CMO for review and a decision on whether to allow ICE access to the site, and/or the information to ensure Caliber Schools in compliance with Plyer and other applicable laws; RESOLVED FURTHER, that the officers of Caliber Schools shall establish all of the Caliber Schools as resource and information sites for students and their families, and the Board encourages the officers of Caliber Schools to enhance partnerships with community-based and legal service organizations and directs the officers of Caliber Schools to provide the necessary outlets for expression, learning, communication, and information by the Caliber Schools family, which may include, among other actions, providing Caliber Schools families with legal information to inform them of their rights; and the creation of a resource guide to provide assistance for families in need of assistance. RESOLVED FURTHER, that school leaders shall be directed to ensure all teachers, school administrators, and other staff will be trained on how to implement this policy and notification will be distributed to families to fully inform them of their rights; and be it finally RESOLVED FURTHER, that the Board remains focused on Caliber’s four pillars of Heart, Smart, Think and Act to prepare all of our students for success in high school, college, and life.
CHARTER SCHOOL INTERIM FINANCIAL REPORT - ALTERNATIVE FORM Second Interim Report - Summary
Charter School Name: Caliber: Beta Academy (continued)
CDS #: Charter Approving Entity: County: Charter #: Fiscal Year:
#07-10074-0129528 Contra Costa County Office of Education Contra Costa 1622 2016-17 2nd Interim vs. 1st Interim Increase, (Decrease)
Description A. REVENUES 1. LCFF/Revenue Limit Sources State Aid - Current Year Education Protection Account State Aid - Current Year Charter Schools Gen. Purpose Entitlement - State Aid State Aid - Prior Years Tax Relief Subventions County and District Taxes Miscellaneous Funds LCFF/Revenue Limit Transfers: PERS Reduction Transfer Charter Schools Funding in lieu of Property Taxes Other LCFF/Revenue Limit Transfers Total, LCFF/Revenue Limit Sources 2. Federal Revenues No Child Left Behind (Include ARRA) Special Education - Federal Child Nutrition - Federal Other Federal Revenues (Include ARRA) Total, Federal Revenues 3. Other State Revenues Charter Schools Categorical Block Grant Special Education - State All Other State Revenues Total, Other State Revenues 4. Other Local Revenues All Other Local Revenues Total, Local Revenues
Object Code
8011 8012 8015 8019 8020-8039 8040-8079 8080-8089
2. Non-certificated Salaries Non-certificated Instructional Aides' Salaries Non-certificated Support Salaries Non-certificated Supervisors' and Administrators' Sal. Clerical and Office Salaries Other Non-certificated Salaries Total, Non-certificated Salaries
Actuals thru 1/31 (Y)
2nd Interim Budget (Z)
$ Difference (Z) vs. (X)
% Change (Z) vs. (X)
138,083 4,483,708 1,687,085 6,308,876
56,888 2,249,447 695,055 3,001,390
138,083 4,498,280 1,687,085 6,323,448
14,572 -
255,877 145,625 765,000 1,166,502
148,110 196,015 344,124
255,877 212,290 765,000 1,233,167
66,665 66,665
N/A thru 14/15 StateRevSE StateRevAO
348,658 420,974 769,632
161,103 112,462 273,565
348,658 447,974 796,632
27,000 27,000
0.00% 6.41% 3.51%
LocalRevAO
115,562 115,562
97,818 97,818
123,662 123,662
8,100 8,100
7.01% 7.01%
8,360,572
3,716,898
8,476,909
116,337
1.39%
2,351,558 356,166 2,707,724
1,246,695 129,749 1,376,444
2,170,947 356,166 2,527,113
(180,611) (180,611)
-7.68%
548,516 320,858 132,000 85,338 5,000 1,091,712
311,636 262,207 76,000 47,987 697,830
639,058 400,805 132,000 85,299 5,000 1,262,162
90,542 79,947 (39) 170,450
16.51% 24.92% 0.00% -0.05% 0.00% 15.61%
288,787 487,500 17,850 75,500 113,250 982,887
156,042 191,626 17,723 39,786 405,178
282,044 487,500 17,850 73,737 110,606 971,737
(6,743) (1,763) (2,644) (11,150)
8092 8096 8091, 8097
8290 8181, 8182 8220 8110, 8260-8299
5. TOTAL REVENUES B. EXPENDITURES 1. Certificated Salaries Certificated Teachers' Salaries Certificated Pupil Support Salaries Certificated Supervisors' and Administrators' Salaries Other Certificated Salaries Total, Certificated Salaries
1st Interim Budget (X)
1100 1200 1300 1900
2100 2200 2300 2400 2900
14,572
0.00% 0.32%
0.00% 0.23%
0.00% 45.78% 0.00% 5.71%
0.00% -6.67%
3. Employee Benefits STRS PERS OASDI / Medicare / Alternative Health and Welfare Benefits Unemployment Insurance Workers' Compensation Insurance OPEB, Allocated OPEB, Active Employees PERS Reduction (for revenue limit funded schools) Other Employee Benefits Total, Employee Benefits
3101-3102 3201-3202 3301-3302 3401-3402 3501-3502 3601-3602 3701-3702 3751-3752 3801-3802 3901-3902
4. Books and Supplies Approved Textbooks and Core Curricula Materials Books and Other Reference Materials Materials and Supplies Noncapitalized Equipment Food Total, Books and Supplies
4100 4200 4300 4400 4700
171,525 30,000 367,785 69,425 838,550 1,477,285
164,735 10,278 261,389 70,629 346,406 853,437
168,347 11,300 367,185 81,325 848,550 1,476,707
(3,178) (18,700) (600) 11,900 10,000 (578)
-1.85% -62.33% -0.16% 17.14% 1.19% -0.04%
5. Services and Other Operating Expenditures Subagreements for Services Travel and Conferences Dues and Memberships Insurance Operations and Housekeeping Services Rentals, Leases, Repairs, and Noncap. Improvements Professional/Consulting Services and Operating Expend. Communications Total, Services and Other Operating Expenditures
5100 5200 5300 5400 5500 5600 5800 5900
37,800 55,000 22,950 206,250 278,125 1,478,987 25,950 2,105,062
47,518 36,627 19,451 112,659 188,111 414,375 23,962 842,704
79,000 57,000 22,950 206,250 288,125 1,592,206 27,700 2,273,231
41,200 2,000 10,000 113,219 1,750 168,169
108.99% 3.64%
-2.33% 0.00% 0.00% -2.34%
-2.33% -1.13%
0.00% 0.00% 3.60% 7.66% 6.74% 7.99%
6. Capital Outlay (Objects 6100-6170, 6200-6500 modified accrual basis only) Page 3 of 7
Memo 12/13 Attachment A-8
CHARTER SCHOOL INTERIM FINANCIAL REPORT - ALTERNATIVE FORM Second Interim Report - Summary
Charter School Name: Caliber: Beta Academy (continued)
CDS #: Charter Approving Entity: County: Charter #: Fiscal Year:
#07-10074-0129528 Contra Costa County Office of Education Contra Costa 1622 2016-17 2nd Interim vs. 1st Interim Increase, (Decrease)
Description Land and Land Improvements Buildings and Improvements of Buildings Books and Media for New School Libraries or Major Expansion of School Libraries Equipment Equipment Replacement Depreciation Expense (for accrual basis only) Total, Capital Outlay 7. Other Outgo Tuition to Other Schools Transfers of Pass-through Revenues to Other LEAs Transfers of Apportionments to Other LEAs - Spec. Ed. Transfers of Apportionments to Other LEAs - All Other All Other Transfers Debt Service: Interest Principal (for modified accrual basis only) Total, Other Outgo
Object Code 6100-6170 6200 6300 6400 6500 6900
7110-7143 7211-7213 7221-7223SE 7221-7223AO 7281-7299 7438 7439
8. TOTAL EXPENDITURES
(4,098)
Page 4 of 7
2nd Interim Budget (Z) -
$ Difference (Z) vs. (X) -
250 250
250 250
New
4,175,711
8,511,200
146,530
1.75%
(458,813)
-
(34,291)
(30,193)
-
-
-
8980-8999
-
-
-
-
-
-
-
-
(34,291)
(30,193)
(4,098)
9791 9793, 9795
1,136,461 98,408 1,234,869 1,230,771
(458,813)
(458,813)
1,136,461 98,408 1,234,869 1,200,578
-
9711 9712 9713 9719 9740
-
-
-
-
9750 9760
-
-
-
-
9780
-
-
-
-
9789 9790
250,940 979,831
% Change (Z) vs. (X)
117 117
-
E. NET INCREASE (DECREASE) IN FUND BALANCE (C + D4)
Components of Ending Fund Balance : a. Nonspendable Revolving Cash (equals object 9130) Stores (equals object 9320) Prepaid Expenditures (equals object 9330) All Others b. Restricted c Committed Stabilization Arrangements Other Commitments d Assigned Other Assignments e. Unassigned/Unappropriated Reserve for Economic Uncertainties Unassigned/Unappropriated Amount
Actuals thru 1/31 (Y) -
8930-8979 7630-7699
4. TOTAL OTHER FINANCING SOURCES / USES
F. FUND BALANCE, RESERVES 1. Beginning Fund Balance a. As of July 1 b. Adjustments to Beginning Balance c. Adjusted Beginning Balance 2. Ending Fund Balance, June 30 (E + F.1.c.)
8,364,670
C. EXCESS (DEFICIENCY) OF REVENUES OVER EXPEND. BEFORE OTHER FINANCING SOURCES AND USES (A5-B8) D. OTHER FINANCING SOURCES / USES 1. Other Sources 2. Less: Other Uses 3. Contributions Between Unrestricted and Restricted Accounts (must net to zero)
1st Interim Budget (X) -
(458,813)
255,336 945,242
4,396 (34,589)
New
736.77%
736.77%
0.00% 0.00%
1.75% -3.53%
Memo 12/13 Attachment A-8
CHARTER SCHOOL INTERIM FINANCIAL REPORT - ALTERNATIVE FORM Second Interim Report - Detail
Charter School Name: Caliber: Beta Academy (continued)
CDS #: Charter Approving Entity: County: Charter #: Fiscal Year:
#07-10074-0129528 Contra Costa County Office of Education Contra Costa 1622 2016-17
This charter school uses the following basis of accounting: X
Accrual Basis (Applicable Capital Assets / Interest on Long-Term Debt / Long-Term Liabilities objects are 6900, 7438, 9400-9499, and 9660-9669) Modified Accrual Basis (Applicable Capital Outlay / Debt Service objects are 6100-6170, 6200-6500, 7438, and 7439) 1st Interim Budget
Description A. REVENUES 1. LCFF/Revenue Limit Sources State Aid - Current Year Education Protection Account State Aid - Current Year Charter Schools Gen. Purpose Entitlement - State Aid State Aid - Prior Years Tax Relief Subventions County and District Taxes Miscellaneous Funds LCFF/Revenue Limit Transfers: PERS Reduction Transfer Charter Schools Funding in lieu of Property Taxes Other LCFF/Revenue Limit Transfers Total, LCFF/Revenue Limit Sources 2. Federal Revenues No Child Left Behind Special Education - Federal Child Nutrition - Federal Other Federal Revenues Total, Federal Revenues
Object Code
Unrestricted
Restricted
Actuals thru 1/31 Total
Unrestricted
Restricted
2nd Interim Budget Total
Unrestricted
Restricted
Total
8011 8012 8015 8019 8020-8039 8040-8079 8080-8089
0 138,083 4,483,708 0 0 0 0
0 0 0 0 0 0 0
0 138,083 4,483,708 0 0 0 0
0 56,888 2,249,447 0 0 0 0
0 0 0 0 0 0 0
0 56,888 2,249,447 0 0 0 0
0 138,083 4,498,280 0 0 0 0
0 0 0 0 0 0 0
0 138,083 4,498,280 0 0 0 0
8092 8096 8091, 8097
0 1,687,085 0
0 0 0
0 695,055 0
0 0 0
0 0 0
0
3,001,390
0
0 695,055 0 3,001,390
0 1,687,085 0
6,308,876
0 1,687,085 0 6,308,876
6,323,448
0
0 1,687,085 0 6,323,448
0 0 0 0
255,877 145,625 765,000 0
0 0 0 0
148,110 0 196,015 0
0 0 0 0
255,877 212,290 765,000 0
0
1,166,502
0
344,124
148,110 0 196,015 0 344,124
0
1,233,167
0 367,424
348,658 53,550
0 98,138
161,103 14,324
0 394,424
348,658 53,550
367,424
402,208
98,138
175,427
394,424
402,208
115,562
0
80,662
0
17,156
80,662
97,818 97,818
123,662
0
115,562 115,562
17,156
115,562
123,662
0
123,662 123,662
6,791,862
1,568,710
8,360,572
3,116,684
600,213
3,716,898
6,841,534
1,635,375
8,476,909
2,156,558 0 356,166 0
195,000 0 0 0
1,126,695 0 129,749 0
120,000 0 0 0
195,000 0 0 0
195,000
1,256,444
120,000
1,246,695 0 129,749 0 1,376,444
1,975,947 0 356,166 0
2,512,724
2,351,558 0 356,166 0 2,707,724
2,332,113
195,000
2,170,947 0 356,166 0 2,527,113
293,516 320,858 132,000 85,338 5,000
255,000 0 0 0 0
191,636 262,207 76,000 47,987 0
120,000 0 0 0 0
255,000 0 0 0 0
255,000
577,830
120,000
311,636 262,207 76,000 47,987 0 697,830
384,058 400,805 132,000 85,299 5,000
836,712
548,516 320,858 132,000 85,338 5,000 1,091,712
1,007,162
255,000
0 0 254,362 433,500 15,600 66,500 0 0 0 99,750
0 0 34,425 54,000 2,250 9,000 0 0 0 13,500
0 0 137,682 162,826 16,523 34,986 0 0 0 -7,200
0 0 18,360 28,800 1,200 4,800 0 0 0 7,200
0 0 34,425 54,000 2,250 9,000 0 0 0 13,500
113,175
344,818
60,360
0 0 156,042 191,626 17,723 39,786 0 0 0 0 405,178
0 0 247,619 433,500 15,600 64,737 0 0 0 97,106
869,712
0 0 288,787 487,500 17,850 75,500 0 0 0 113,250 982,887
858,562
113,175
171,525 30,000 355,800 69,425 20,000
0 0 11,985 0 818,550
164,735 10,278 257,284 70,629 136,068
0 0 4,105 0 210,339
0 0 16,985 0 818,550
830,535
638,993
214,444
164,735 10,278 261,389 70,629 346,406 853,437
168,347 11,300 350,200 81,325 30,000
646,750
171,525 30,000 367,785 69,425 838,550 1,477,285
641,172
835,535
17,800 55,000 0 22,950 206,250 278,125 1,323,987 25,950
20,000 0 0 0 0 0 155,000 0
47,518 36,627 0 19,451 112,659 188,111 326,896 23,962
0 0 0 0 0 0 87,479 0
14,430 0 0 0 0 0 222,235 0
175,000
755,225
87,479
47,518 36,627 0 19,451 112,659 188,111 414,375 23,962 842,704
64,570 57,000 0 22,950 206,250 288,125 1,369,971 27,700
1,930,062
37,800 55,000 0 22,950 206,250 278,125 1,478,987 25,950 2,105,062
2,036,566
236,665
6100-6170 6200
0 0
0 0
0 0
0 0
0 0
6300 6400 6500 6900
0 0 0 0
0 0 0 0
0
0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0
0 0
0 0
8290 8181, 8182 8220 8110, 8260-8299
255,877 145,625 765,000 0 1,166,502
255,877 212,290 765,000 0 1,233,167
3. Other State Revenues Charter Schools Categorical Block Grant (8480 N/A thru 14/15-SBX3-4)
Special Education - State All Other State Revenues Total, Other State Revenues 4. Other Local Revenues All Other Local Revenues Total, Local Revenues
N/A thru 14/15 StateRevSE StateRevAO
LocalRevAO
5. TOTAL REVENUES B. EXPENDITURES 1. Certificated Salaries Certificated Teachers' Salaries Certificated Pupil Support Salaries Certificated Supervisors' and Administrators' Salaries Other Certificated Salaries Total, Certificated Salaries 2. Non-certificated Salaries Non-certificated Instructional Aides' Salaries Non-certificated Support Salaries Non-certificated Supervisors' and Administrators' Sal. Clerical and Office Salaries Other Non-certificated Salaries Total, Non-certificated Salaries 3. Employee Benefits STRS PERS OASDI / Medicare / Alternative Health and Welfare Benefits Unemployment Insurance Workers' Compensation Insurance OPEB, Allocated OPEB, Active Employees PERS Reduction (for revenue limit funded schools) Other Employee Benefits Total, Employee Benefits
1100 1200 1300 1900
2100 2200 2300 2400 2900
3101-3102 3201-3202 3301-3302 3401-3402 3501-3502 3601-3602 3701-3702 3751-3752 3801-3802 3901-3902
4. Books and Supplies Approved Textbooks and Core Curricula Materials Books and Other Reference Materials Materials and Supplies Noncapitalized Equipment Food Total, Books and Supplies
4100 4200 4300 4400 4700
5. Services and Other Operating Expenditures Subagreements for Services Travel and Conferences Dues and Memberships Insurance Operations and Housekeeping Services Rentals, Leases, Repairs, and Noncap. Improvements Professional/Consulting Services and Operating Expend. Communications Total, Services and Other Operating Expenditures
5100 5200 5300 5400 5500 5600 5800 5900
6. Capital Outlay (Objects 6100-6170, 6200-6500 for modified accrual basis only) Land and Land Improvements Buildings and Improvements of Buildings Books and Media for New School Libraries or Major Expansion of School Libraries Equipment Equipment Replacement Depreciation Expense (for accrual basis only) Total, Capital Outlay 7. Other Outgo Tuition to Other Schools Transfers of Pass-through Revenues to Other LEAs
Page 1 of 7
7110-7143 7211-7213
0 348,658 420,974 769,632
0
0
0 161,103 112,462 273,565
0
0
0 0
0 348,658 447,974 796,632
639,058 400,805 132,000 85,299 5,000 1,262,162
0 0 282,044 487,500 17,850 73,737 0 0 0 110,606 971,737
168,347 11,300 367,185 81,325 848,550 1,476,707
79,000 57,000 0 22,950 206,250 288,125 1,592,206 27,700 2,273,231
0 0
Memo 12/13 Attachment A-7
CHARTER SCHOOL INTERIM FINANCIAL REPORT - ALTERNATIVE FORM Second Interim Report - Detail
Charter School Name: Caliber: Beta Academy (continued)
CDS #: Charter Approving Entity: County: Charter #: Fiscal Year:
#07-10074-0129528 Contra Costa County Office of Education Contra Costa 1622 2016-17
This charter school uses the following basis of accounting: X
Accrual Basis (Applicable Capital Assets / Interest on Long-Term Debt / Long-Term Liabilities objects are 6900, 7438, 9400-9499, and 9660-9669) Modified Accrual Basis (Applicable Capital Outlay / Debt Service objects are 6100-6170, 6200-6500, 7438, and 7439) 1st Interim Budget Description Transfers of Apportionments to Other LEAs - Spec. Ed. Transfers of Apportionments to Other LEAs - All Other All Other Transfers Debt Service: Interest Principal (for modified accrual basis only) Total, Other Outgo
Object Code 7221-7223SE 7221-7223AO 7281-7299 7438 7439
Restricted
0 0
0 0
117 0
Total
Unrestricted
Restricted
Total
0 0 0
0 0
0 0 0
250 0
0 0
0
0
117
0
250
0
6,795,960
1,568,710
8,364,670
3,573,427
602,283
4,175,711
6,875,825
1,635,375
8,511,200
-4,098
0
-4,098
-456,743
-2,070
-458,813
-34,291
0
-34,291
8930-8979 7630-7699
0 0
0 0
0 0
8980-8999
0
0
0
0
0
0
0
0
0
0
0
0
-4,098
0
-4,098
-456,743
-2,070
-458,813
-34,291
0
-34,291
1,136,461 98,408
0 0
0 0
0 0
0 0
0 0
0 -456,743
0 -2,070
0 0 0 -458,813
1,136,461 98,408
1,234,869 1,230,771
1,136,461 98,408 1,234,869 1,230,771
1,234,869 1,200,578
0 0
1,136,461 98,408 1,234,869 1,200,578
9711 9712 9713 9719 9740
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
9750 9760
0 0
0 0
0 0
0 0
0 0
0
0
0
0
0
0
9789 9790
250,940 979,831
0 0
0 -456,743
0 -2,070
0 0 0 0 0 0 -458,813
0 0
9780
0 0 0 0 0 250,940 979,831
255,336 945,242
0 0
0 0 0 0 0 255,336 945,242
E. NET INCREASE (DECREASE) IN FUND BALANCE (C + D4)
Page 2 of 7
Unrestricted 0 0 0
250 0 250
4. TOTAL OTHER FINANCING SOURCES / USES
Components of Ending Fund Balance : a. Nonspendable Revolving Cash (equals object 9130) Stores (equals object 9320) Prepaid Expenditures (equals object 9330) All Others b Restricted c. Committed Stabilization Arrangements Other Commitments d. Assigned Other Assignments e Unassigned/Unappropriated Reserve for Economic Uncertainities Unassigned/Unappropriated Amount
Total
0 0 0
117 0 117
C. EXCESS (DEFICIENCY) OF REVENUES OVER EXPEND. BEFORE OTHER FINANCING SOURCES AND USES (A5-B8)
F. FUND BALANCE, RESERVES 1. Beginning Fund Balance a. As of July 1 b. Adjustments to Beginning Balance c. Adjusted Beginning Balance 2. Ending Fund Balance, June 30 (E + F.1.c.)
Restricted
0 0 0
2nd Interim Budget
0 0 0
8. TOTAL EXPENDITURES
D. OTHER FINANCING SOURCES / USES 1. Other Sources 2. Less: Other Uses 3. Contributions Between Unrestricted and Restricted Accounts (must net to zero)
Unrestricted
Actuals thru 1/31
9,791 9793, 9795
0 0
0 0
0
0
Memo 12/13 Attachment A-7
CHARTER SCHOOL MULTI-YEAR PROJECTION - ALTERNATIVE FORM Second Interim Report - MYP
Charter School Name: Caliber: Beta Academy (continued) CDS #: #07-10074-0129528 Charter Approving Entity: County: Charter #: Fiscal Year:
Contra Costa County Office of Education Contra Costa 1622 2016-17
This charter school uses the following basis of accounting: X
Accrual Basis (Applicable Capital Assets / Interest on Long-Term Debt / Long-Term Liabilities objects are 6900, 7438, 9400-9499, and 9660-9669) Modified Accrual Basis (Applicable Capital Outlay / Debt Service objects are 6100-6170, 6200-6500, 7438, and 7439)
Description A. REVENUES 1. LCFF/Revenue Limit Sources State Aid - Current Year Education Protection Account State Aid - Current Year Charter Schools Gen. Purpose Entitlement - State Aid State Aid - Prior Years Tax Relief Subventions County and District Taxes Miscellaneous Funds LCFF/Revenue Limit Transfers: PERS Reduction Transfer Charter Schools Funding in lieu of Property Taxes Other LCFF/Revenue Limit Transfers Total, LCFF/Revenue Limit Sources 2. Federal Revenues No Child Left Behind Special Education - Federal Child Nutrition - Federal Other Federal Revenues Total, Federal Revenues 3. Other State Revenues Charter Schools Categorical Block Grant Special Education - State All Other State Revenues Total, Other State Revenues 4. Other Local Revenues All Other Local Revenues Total, Local Revenues
Object Code
2. Non-certificated Salaries Non-certificated Instructional Aides' Salaries Non-certificated Support Salaries Non-certificated Supervisors' and Administrators' Sal. Clerical and Office Salaries Other Non-certificated Salaries Total, Non-certificated Salaries
Description 3. Employee Benefits STRS PERS OASDI / Medicare / Alternative Health and Welfare Benefits Unemployment Insurance Workers' Compensation Insurance OPEB, Allocated OPEB, Active Employees PERS Reduction (for revenue limit funded schools) Other Employee Benefits Total, Employee Benefits
Page 5 of 7
Total
Totals for 2017-18
Totals for 2018-19
8011 8012 8015 8019 8020-8039 8040-8079 8080-8089
0 138,083 4,498,280 0 0 0 0
0 0 0 0 0 0 0
0 138,083 4,498,280 0 0 0 0
0 146,206 4,951,249 0 0 0 0
0 146,206 5,049,928 0 0 0 0
8092 8096 8091, 8097
0 1,687,085 0 6,323,448
0 0 0 0
0 1,687,085 0 6,323,448
0 1,832,430 0 6,929,885
0 1,832,430 0 7,028,564
0 0 0 0 0
255,877 212,290 765,000 0 1,233,167
255,877 212,290 765,000 0 1,233,167
229,748 155,625 847,203 0 1,232,577
229,748 161,250 864,147 0 1,255,146
0 394,424 394,424
348,658 53,550 402,208
348,658 447,974 796,632
376,604 198,042 574,646
386,843 202,835 589,678
123,662 123,662
0 0
123,662 123,662
0 0
0 0
6,841,534
1,635,375
8,476,909
8,737,107
8,873,388
1100 1200 1300 1900
1,975,947 0 356,166 0 2,332,113
195,000 0 0 0 195,000
2,170,947 0 356,166 0 2,527,113
2,427,226 0 351,575 0 2,778,801
2,487,906 0 360,364 0 2,848,271
2100 2200 2300 2400 2900
384,058 400,805 132,000 85,299 5,000 1,007,162
255,000 0 0 0 0 255,000
639,058 400,805 132,000 85,299 5,000 1,262,162
474,484 260,484 135,300 77,572 5,295 953,136
486,346 266,996 138,683 79,511 5,428 976,964
8290 8181, 8182 8220 8110, 8260-8299
N/A thru 14/15 StateRevSE StateRevAO
LocalRevAO
5. TOTAL REVENUES B. EXPENDITURES 1. Certificated Salaries Certificated Teachers' Salaries Certificated Pupil Support Salaries Certificated Supervisors' and Administrators' Salaries Other Certificated Salaries Total, Certificated Salaries
FY 2016-17 Restricted
Unrestricted
Object Code
Unrestricted
FY 2016-17 Restricted
Total
Totals for 2017-18
Totals for 2018-19
3101-3102 3201-3202 3301-3302 3401-3402 3501-3502 3601-3602 3701-3702 3751-3752 3801-3802 3901-3902
0 0 247,619 433,500 15,600 64,737 0 0 0 97,106 858,562
0 0 34,425 54,000 2,250 9,000 0 0 0 13,500 113,175
0 0 282,044 487,500 17,850 73,737 0 0 0 110,606 971,737
0 0 266,643 510,281 16,660 69,711 0 0 0 104,566 967,860
0 0 273,309 535,795 16,660 71,453 0 0 0 107,180 1,004,397
4. Books and Supplies Approved Textbooks and Core Curricula Materials Books and Other Reference Materials Materials and Supplies Noncapitalized Equipment Food Total, Books and Supplies
4100 4200 4300 4400 4700
168,347 11,300 350,200 81,325 30,000 641,172
0 0 16,985 0 818,550 835,535
168,347 11,300 367,185 81,325 848,550 1,476,707
173,519 30,000 555,638 154,290 926,934 1,840,382
175,254 30,000 561,195 140,379 945,504 1,852,331
5. Services and Other Operating Expenditures Subagreements for Services Travel and Conferences Dues and Memberships Insurance Operations and Housekeeping Services Rentals, Leases, Repairs, and Noncap. Improvements Professional/Consulting Services and Operating Expend. Communications Total, Services and Other Operating Expenditures
5100 5200 5300 5400 5500 5600 5800 5900
64,570 57,000 0 22,950 206,250 288,125 1,369,971 27,700 2,036,566
14,430 0 0 0 0 0 222,235 0 236,665
79,000 57,000 0 22,950 206,250 288,125 1,592,206 27,700 2,273,231
0 8,263 0 24,788 218,964 301,593 1,528,827 31,899 2,114,334
0 8,345 0 25,036 221,154 304,608 1,547,746 32,218 2,139,108
Memo 12/13 Attachment A-8
CHARTER SCHOOL MULTI-YEAR PROJECTION - ALTERNATIVE FORM Second Interim Report - MYP
Charter School Name: Caliber: Beta Academy (continued) CDS #: #07-10074-0129528 Charter Approving Entity: County: Charter #: Fiscal Year:
6. Capital Outlay (Obj. 6100-6170, 6200-6500 for mod. accr. basis only) Land and Land Improvements Buildings and Improvements of Buildings Books and Media for New School Libraries or Major Expansion of School Libraries Equipment Equipment Replacement Depreciation Expense (for accrual basis only) Total, Capital Outlay 7. Other Outgo Tuition to Other Schools Transfers of Pass-through Revenues to Other LEAs Transfers of Apportionments to Other LEAs - Spec. Ed. Transfers of Apportionments to Other LEAs - All Other All Other Transfers Debt Service: Interest Principal (for modified accrual basis only) Total, Other Outgo
Contra Costa County Office of Education Contra Costa 1622 2016-17
6100-6170 6200
0 0
0 0
0 0
0 0
0 0
6300 6400 6500 6900
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
7110-7143 7211-7213 7221-7223SE 7221-7223AO 7280-7299
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
250 0 250
0 0 0
250 0 250
0 0 0
0 0 0
6,875,825
1,635,375
8,511,200
8,654,512
8,821,071
82,595
52,317
7438 7439
8. TOTAL EXPENDITURES C. EXCESS (DEFICIENCY) OF REVENUES OVER EXPEND. BEFORE OTHER FINANCING SOURCES AND USES (A5-B8)
Description D. OTHER FINANCING SOURCES / USES 1. Other Sources 2. Less: Other Uses 3. Contributions Between Unrestricted and Restricted Accounts (must net to zero)
(34,291)
Object Code
Page 6 of 7
Total
Totals for
Totals for
2017-18
2018-19
0 0
0 0
0 0
0 0
0 0
8980-8999
0
0
0
0
0
0
0
0
0
0
(34,291)
0
82,595
52,317
1,136,461 98,408 1,234,869 1,200,578
0 0 0 0
1,136,461 98,408 1,234,869 1,200,578
1,200,578 0 1,200,578 1,283,173
1,283,173 0 1,283,173 1,335,490
9711 9712 9713 9719 9740
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
9750 9760
0 0
0 0
0 0
0 0
0 0
9780
0
0
0
0
0
9789 9790
255,336 945,242
0 0
255,336 945,242
259,635 1,023,538
264,632 1,070,858
E. NET INCREASE (DECREASE) IN FUND BALANCE (C + D4)
Components of Ending Fund Balance: a. Nonspendable Revolving Cash (equals object 9130) Stores (equals object 9320) Prepaid Expenditures (equals object 9330) All Others b. Restricted c. Committed Stabilization Arrangements Other Commitments d Assigned Other Assignments e. Unassigned/Unappropriated Reserve for Economic Uncertainties Unassigned/Unappropriated Amount
FY 2016-17 Restricted
Unrestricted
(34,291)
8930-8979 7630-7699
4. TOTAL OTHER FINANCING SOURCES / USES
F. FUND BALANCE, RESERVES 1. Beginning Fund Balance a. As of July 1 b. Adjustments to Beginning Balance c. Adjusted Beginning Balance 2. Ending Fund Balance, June 30 (E + F.1.c.)
0
9791 9793, 9795
(34,291)
Memo 12/13 Attachment A-8
CHARTER SCHOOL INTERIM FINANCIAL REPORT - ALTERNATIVE FORM Second Interim Report - Summary
Charter School Name: Caliber: ChangeMakers Academy (continued)
CDS #: Charter Approving Entity: County: Charter #: Fiscal Year:
#48-70581-0134262 Vallejo City Unified School District Solano 1779 2016-17 2nd Interim vs. 1st Interim Increase, (Decrease)
Description A. REVENUES 1. LCFF/Revenue Limit Sources State Aid - Current Year Education Protection Account State Aid - Current Year Charter Schools Gen. Purpose Entitlement - State Aid State Aid - Prior Years Tax Relief Subventions County and District Taxes Miscellaneous Funds LCFF/Revenue Limit Transfers: PERS Reduction Transfer Charter Schools Funding in lieu of Property Taxes Other LCFF/Revenue Limit Transfers Total, LCFF/Revenue Limit Sources 2. Federal Revenues No Child Left Behind (Include ARRA) Special Education - Federal Child Nutrition - Federal Other Federal Revenues (Include ARRA) Total, Federal Revenues 3. Other State Revenues Charter Schools Categorical Block Grant Special Education - State All Other State Revenues Total, Other State Revenues 4. Other Local Revenues All Other Local Revenues Total, Local Revenues
Object Code
8011 8012 8015 8019 8020-8039 8040-8079 8080-8089
2. Non-certificated Salaries Non-certificated Instructional Aides' Salaries Non-certificated Support Salaries Non-certificated Supervisors' and Administrators' Sal. Clerical and Office Salaries Other Non-certificated Salaries Total, Non-certificated Salaries
Actuals thru 1/31 (Y)
2nd Interim Budget (Z)
$ Difference (Z) vs. (X)
27,910 1,159,494 1,187,404
56,000 2,115,134 490,274 2,661,408
576,745 315,000 891,745
0 47,601 47,601
576,745 315,000 891,745
-
N/A thru 14/15 StateRevSE StateRevAO
156,588 78,750 235,338
3,107 3,107
141,400 81,585 222,985
(15,188) 2,835 (12,353)
-9.70% 3.60% -5.25%
LocalRevAO
400,000 400,000
409,762 409,762
412,000 412,000
12,000 12,000
3.00% 3.00%
4,285,809
1,647,874
4,188,138
(97,671)
-2.28%
1,062,070 285,000 1,347,070
504,201 109,201 613,402
1,015,622 286,534 1,302,156
(46,448) 1,534 (44,914)
-4.37%
324,512 65,210 65,000 94,851 549,573
229,663 91,621 36,833 31,417 389,535
321,328 64,722 65,000 90,664 541,714
(3,184) (488) (4,187) (7,859)
-0.98% -0.75% 0.00% -4.41%
8092 8096 8091, 8097
8290 8181, 8182 8220 8110, 8260-8299
1100 1200 1300 1900
2100 2200 2300 2400 2900
(2,055) (77,276) -
% Change (Z) vs. (X)
58,055 2,192,410 508,261 2,758,726
5. TOTAL REVENUES B. EXPENDITURES 1. Certificated Salaries Certificated Teachers' Salaries Certificated Pupil Support Salaries Certificated Supervisors' and Administrators' Salaries Other Certificated Salaries Total, Certificated Salaries
1st Interim Budget (X)
(17,987) (97,318)
-3.54% -3.52%
-3.54% -3.53%
0.00% 0.00% 0.00%
0.54% -3.33%
-1.43%
3. Employee Benefits STRS PERS OASDI / Medicare / Alternative Health and Welfare Benefits Unemployment Insurance Workers' Compensation Insurance OPEB, Allocated OPEB, Active Employees PERS Reduction (for revenue limit funded schools) Other Employee Benefits Total, Employee Benefits
3101-3102 3201-3202 3301-3302 3401-3402 3501-3502 3601-3602 3701-3702 3751-3752 3801-3802 3901-3902
139,373 8,330 36,438 227,500 54,656 466,297
75,380 73,092 13,469 14,525 176,465
138,780 227,500 8,330 36,282 54,423 465,315
(593) 219,170 (28,108) (191,218) (233) (982)
4. Books and Supplies Approved Textbooks and Core Curricula Materials Books and Other Reference Materials Materials and Supplies Noncapitalized Equipment Food Total, Books and Supplies
4100 4200 4300 4400 4700
121,500 30,000 233,481 237,400 363,100 985,481
70,519 11,993 170,775 137,109 142,104 532,501
91,500 20,000 272,106 147,775 408,100 939,481
(30,000) (10,000) 38,625 (89,625) 45,000 (46,000)
-24.69% -33.33% 16.54% -37.75% 12.39% -4.67%
5. Services and Other Operating Expenditures Subagreements for Services Travel and Conferences Dues and Memberships Insurance Operations and Housekeeping Services Rentals, Leases, Repairs, and Noncap. Improvements Professional/Consulting Services and Operating Expend. Communications Total, Services and Other Operating Expenditures
5100 5200 5300 5400 5500 5600 5800 5900
22,500 15,750 97,900 82,100 638,564 14,700 871,514
798 7,214 108 7,294 44,687 42,370 103,631 10,176 216,279
20,000 1,000 500 15,750 97,900 80,153 624,251 10,500 850,054
(2,500) 1,000 500 (1,947) (14,313) (4,200) (21,460)
-11.11% New New 0.00% 0.00% -2.37% -2.24% -28.57% -2.46%
-0.43% 2631.09% -77.14% -84.05%
-0.43% -0.21%
6. Capital Outlay (Objects 6100-6170, 6200-6500 modified accrual basis only) Page 3 of 6
Memo 12/13 Attachment A-8
CHARTER SCHOOL INTERIM FINANCIAL REPORT - ALTERNATIVE FORM Second Interim Report - Summary
Charter School Name: Caliber: ChangeMakers Academy (continued)
CDS #: Charter Approving Entity: County: Charter #: Fiscal Year:
#48-70581-0134262 Vallejo City Unified School District Solano 1779 2016-17 2nd Interim vs. 1st Interim Increase, (Decrease)
Description Land and Land Improvements Buildings and Improvements of Buildings Books and Media for New School Libraries or Major Expansion of School Libraries Equipment Equipment Replacement Depreciation Expense (for accrual basis only) Total, Capital Outlay 7. Other Outgo Tuition to Other Schools Transfers of Pass-through Revenues to Other LEAs Transfers of Apportionments to Other LEAs - Spec. Ed. Transfers of Apportionments to Other LEAs - All Other All Other Transfers Debt Service: Interest Principal (for modified accrual basis only) Total, Other Outgo
Object Code 6100-6170 6200 6300 6400 6500 6900
7110-7143 7211-7213 7221-7223SE 7221-7223AO 7281-7299 7438 7439
8. TOTAL EXPENDITURES C. EXCESS (DEFICIENCY) OF REVENUES OVER EXPEND. BEFORE OTHER FINANCING SOURCES AND USES (A5-B8) D. OTHER FINANCING SOURCES / USES 1. Other Sources 2. Less: Other Uses 3. Contributions Between Unrestricted and Restricted Accounts (must net to zero)
Page 4 of 6
-
2nd Interim Budget (Z) -
28
200 200
4,219,935
1,928,209
4,098,920
65,874
(280,336)
28 -
$ Difference (Z) vs. (X) -
200 200
New -2.87%
89,218
23,344
35.44%
-
-
8980-8999
-
-
-
-
-
-
-
-
65,874
(280,336)
89,218
23,344
35.44%
246,358 246,358 312,232
(280,336)
246,358 246,358 335,576
-
0.00%
9711 9712 9713 9719 9740
-
-
-
-
9750 9760
-
-
-
-
9780
-
-
-
-
9789 9790
New
(121,015)
-
9791 9793, 9795
% Change (Z) vs. (X)
-
-
E. NET INCREASE (DECREASE) IN FUND BALANCE (C + D4)
Components of Ending Fund Balance : a. Nonspendable Revolving Cash (equals object 9130) Stores (equals object 9320) Prepaid Expenditures (equals object 9330) All Others b. Restricted c Committed Stabilization Arrangements Other Commitments d Assigned Other Assignments e. Unassigned/Unappropriated Reserve for Economic Uncertainties Unassigned/Unappropriated Amount
-
Actuals thru 1/31 (Y) -
8930-8979 7630-7699
4. TOTAL OTHER FINANCING SOURCES / USES
F. FUND BALANCE, RESERVES 1. Beginning Fund Balance a. As of July 1 b. Adjustments to Beginning Balance c. Adjusted Beginning Balance 2. Ending Fund Balance, June 30 (E + F.1.c.)
1st Interim Budget (X) -
126,598 185,634
(280,336)
122,968 212,608
(3,630) 26,974
-2.87% 14.53%
Memo 12/13 Attachment A-8
CHARTER SCHOOL INTERIM FINANCIAL REPORT - ALTERNATIVE FORM Second Interim Report - Detail
Charter School Name: Caliber: ChangeMakers Academy (continued)
CDS #: Charter Approving Entity: County: Charter #: Fiscal Year:
#48-70581-0134262 Vallejo City Unified School District Solano 1779 2016-17
This charter school uses the following basis of accounting: X
Accrual Basis (Applicable Capital Assets / Interest on Long-Term Debt / Long-Term Liabilities objects are 6900, 7438, 9400-9499, and 9660-9669) Modified Accrual Basis (Applicable Capital Outlay / Debt Service objects are 6100-6170, 6200-6500, 7438, and 7439) 1st Interim Budget
Description A. REVENUES 1. LCFF/Revenue Limit Sources State Aid - Current Year Education Protection Account State Aid - Current Year Charter Schools Gen. Purpose Entitlement - State Aid State Aid - Prior Years Tax Relief Subventions County and District Taxes Miscellaneous Funds LCFF/Revenue Limit Transfers: PERS Reduction Transfer Charter Schools Funding in lieu of Property Taxes Other LCFF/Revenue Limit Transfers Total, LCFF/Revenue Limit Sources 2. Federal Revenues No Child Left Behind Special Education - Federal Child Nutrition - Federal Other Federal Revenues Total, Federal Revenues
Object Code
Unrestricted
Restricted
Actuals thru 1/31 Total
Unrestricted
Restricted
2nd Interim Budget Total
Unrestricted
Restricted
Total
8011 8012 8015 8019 8020-8039 8040-8079 8080-8089
0 58,055 2,192,410 0 0 0 0
0 0 0 0 0 0 0
0 58,055 2,192,410 0 0 0 0
0 27,910 1,159,494 0 0 0 0
0 0 0 0 0 0 0
0 27,910 1,159,494 0 0 0 0
0 56,000 2,115,134 0 0 0 0
0 0 0 0 0 0 0
0 56,000 2,115,134 0 0 0 0
8092 8096 8091, 8097
0 508,261 0
0 0 0
0 0 0
0 0 0
0 0 0
0
1,187,404
0
0 0 0 1,187,404
0 490,274 0
2,758,726
0 508,261 0 2,758,726
2,661,408
0
0 490,274 0 2,661,408
0 0 0 0
576,745 0 315,000 0
0 0 0 0
0 0 47,601 0
0 0 0 0
576,745 0 315,000 0
0
891,745
0
47,601
0
891,745
0 56,700
156,588 22,050
0 0
0 3,107
0 59,535
141,400 22,050
56,700
178,638
0
3,107
59,535
163,450
400,000
0
0
0
409,762
0
409,762 409,762
412,000
0
400,000 400,000
409,762
400,000
412,000
0
412,000 412,000
3,215,426
1,070,383
4,285,809
1,597,166
50,708
1,647,874
3,132,943
1,055,195
4,188,138
942,070 0 285,000 0
120,000 0 0 0
504,201 0 109,201 0
0 0 0 0
110,000 0 0 0
120,000
613,402
0
504,201 0 109,201 0 613,402
905,622 0 286,534 0
1,227,070
1,062,070 0 285,000 0 1,347,070
1,192,156
110,000
1,015,622 0 286,534 0 1,302,156
224,512 65,210 65,000 94,851 0
100,000 0 0 0 0
229,663 91,621 36,833 31,417 0
0 0 0 0 0
100,000 0 0 0 0
100,000
389,535
0
229,663 91,621 36,833 31,417 0 389,535
221,328 64,722 65,000 90,664 0
449,573
324,512 65,210 65,000 94,851 0 549,573
441,714
100,000
0 0 122,543 -18,070 35,338 223,100 0 0 0 48,056
0 0 16,830 26,400 1,100 4,400 0 0 0 6,600
0 0 75,380 73,092 13,469 14,525 0 0 0 0
0 0 0 0 0 0 0 0 0 0
0 0 16,065 25,200 1,050 4,200 0 0 0 6,300
55,330
176,465
0
0 0 75,380 73,092 13,469 14,525 0 0 0 0 176,465
0 0 122,715 202,300 7,280 32,082 0 0 0 48,123
410,967
0 0 139,373 8,330 36,438 227,500 0 0 0 54,656 466,297
412,500
52,815
121,500 -95,000 133,481 14,397 26,050
0 125,000 100,000 223,003 337,050
70,519 11,993 170,775 137,109 91,397
0 0 0 0 50,707
90,000 10,000 205,330 140,000 337,050
785,053
481,794
50,707
70,519 11,993 170,775 137,109 142,104 532,501
1,500 10,000 66,776 7,775 71,050
200,428
121,500 30,000 233,481 237,400 363,100 985,481
157,101
782,380
22,500 0 0 15,750 97,900 82,100 628,564 14,700
0 0 0 0 0 0 10,000 0
798 7,214 108 7,294 44,687 42,370 103,631 10,176
0 0 0 0 0 0 0 0
20,000 1,000 500 15,750 97,900 80,153 614,251 10,500
0 0 0 0 0 0 10,000 0
861,514
10,000
22,500 0 0 15,750 97,900 82,100 638,564 14,700 871,514
216,279
0
840,054
10,000
6100-6170 6200
0 0
0 0
0 0
0 0
0 0
6300 6400 6500 6900
0 0 0 0
0 0 0 0
0
0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0
0 0
0 0
8290 8181, 8182 8220 8110, 8260-8299
576,745 0 315,000 0 891,745
0 0 47,601 0 47,601
576,745 0 315,000 0 891,745
3. Other State Revenues Charter Schools Categorical Block Grant (8480 N/A thru 14/15-SBX3-4)
Special Education - State All Other State Revenues Total, Other State Revenues 4. Other Local Revenues All Other Local Revenues Total, Local Revenues
N/A thru 14/15 StateRevSE StateRevAO
LocalRevAO
5. TOTAL REVENUES B. EXPENDITURES 1. Certificated Salaries Certificated Teachers' Salaries Certificated Pupil Support Salaries Certificated Supervisors' and Administrators' Salaries Other Certificated Salaries Total, Certificated Salaries 2. Non-certificated Salaries Non-certificated Instructional Aides' Salaries Non-certificated Support Salaries Non-certificated Supervisors' and Administrators' Sal. Clerical and Office Salaries Other Non-certificated Salaries Total, Non-certificated Salaries 3. Employee Benefits STRS PERS OASDI / Medicare / Alternative Health and Welfare Benefits Unemployment Insurance Workers' Compensation Insurance OPEB, Allocated OPEB, Active Employees PERS Reduction (for revenue limit funded schools) Other Employee Benefits Total, Employee Benefits
1100 1200 1300 1900
2100 2200 2300 2400 2900
3101-3102 3201-3202 3301-3302 3401-3402 3501-3502 3601-3602 3701-3702 3751-3752 3801-3802 3901-3902
4. Books and Supplies Approved Textbooks and Core Curricula Materials Books and Other Reference Materials Materials and Supplies Noncapitalized Equipment Food Total, Books and Supplies
4100 4200 4300 4400 4700
5. Services and Other Operating Expenditures Subagreements for Services Travel and Conferences Dues and Memberships Insurance Operations and Housekeeping Services Rentals, Leases, Repairs, and Noncap. Improvements Professional/Consulting Services and Operating Expend. Communications Total, Services and Other Operating Expenditures
5100 5200 5300 5400 5500 5600 5800 5900
6. Capital Outlay (Objects 6100-6170, 6200-6500 for modified accrual basis only) Land and Land Improvements Buildings and Improvements of Buildings Books and Media for New School Libraries or Major Expansion of School Libraries Equipment Equipment Replacement Depreciation Expense (for accrual basis only) Total, Capital Outlay 7. Other Outgo Tuition to Other Schools Transfers of Pass-through Revenues to Other LEAs
Page 1 of 6
7110-7143 7211-7213
0 156,588 78,750 235,338
0
0
0 0 3,107 3,107
798 7,214 108 7,294 44,687 42,370 103,631 10,176 216,279
0
0
0 0
0 141,400 81,585 222,985
321,328 64,722 65,000 90,664 0 541,714
0 0 138,780 227,500 8,330 36,282 0 0 0 54,423 465,315
91,500 20,000 272,106 147,775 408,100 939,481
20,000 1,000 500 15,750 97,900 80,153 624,251 10,500 850,054
0 0
Memo 12/13 Attachment A-7
CHARTER SCHOOL INTERIM FINANCIAL REPORT - ALTERNATIVE FORM Second Interim Report - Detail
Charter School Name: Caliber: ChangeMakers Academy (continued)
CDS #: Charter Approving Entity: County: Charter #: Fiscal Year:
#48-70581-0134262 Vallejo City Unified School District Solano 1779 2016-17
This charter school uses the following basis of accounting: X
Accrual Basis (Applicable Capital Assets / Interest on Long-Term Debt / Long-Term Liabilities objects are 6900, 7438, 9400-9499, and 9660-9669) Modified Accrual Basis (Applicable Capital Outlay / Debt Service objects are 6100-6170, 6200-6500, 7438, and 7439) 1st Interim Budget Description Transfers of Apportionments to Other LEAs - Spec. Ed. Transfers of Apportionments to Other LEAs - All Other All Other Transfers Debt Service: Interest Principal (for modified accrual basis only) Total, Other Outgo
Object Code 7221-7223SE 7221-7223AO 7281-7299 7438 7439
Restricted
0 0
0 0
28 0
Total
Unrestricted
Restricted
Total
0 0 0
0 0
0 0 0
200 0
0 0
0
0
28
0
200
0
3,149,552
1,070,383
4,219,935
1,877,502
50,707
1,928,209
3,043,725
1,055,195
4,098,920
65,874
0
65,874
-280,336
0
-280,336
89,218
0
89,218
8930-8979 7630-7699
0 0
0 0
0 0
8980-8999
0
0
0
0
0
0
0
0
0
0
0
0
65,874
0
65,874
-280,336
0
-280,336
89,218
0
89,218
0 246,358
0 0
0 0
0 0
0 0
0 0
0 -280,336
0 0
0 0 0 -280,336
0 246,358
246,358 312,232
0 246,358 246,358 312,232
246,358 335,576
0 0
0 246,358 246,358 335,576
9711 9712 9713 9719 9740
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
9750 9760
0 0
0 0
0 0
0 0
0 0
0
0
0
0
0
0
9789 9790
126,598 185,634
0 0
0 -280,336
0 0
0 0 0 0 0 0 -280,336
0 0
9780
0 0 0 0 0 126,598 185,634
122,968 212,608
0 0
0 0 0 0 0 122,968 212,608
E. NET INCREASE (DECREASE) IN FUND BALANCE (C + D4)
Page 2 of 6
Unrestricted 0 0 0
200 0 200
4. TOTAL OTHER FINANCING SOURCES / USES
Components of Ending Fund Balance : a. Nonspendable Revolving Cash (equals object 9130) Stores (equals object 9320) Prepaid Expenditures (equals object 9330) All Others b Restricted c. Committed Stabilization Arrangements Other Commitments d. Assigned Other Assignments e Unassigned/Unappropriated Reserve for Economic Uncertainities Unassigned/Unappropriated Amount
Total
0 0 0
28 0 28
C. EXCESS (DEFICIENCY) OF REVENUES OVER EXPEND. BEFORE OTHER FINANCING SOURCES AND USES (A5-B8)
F. FUND BALANCE, RESERVES 1. Beginning Fund Balance a. As of July 1 b. Adjustments to Beginning Balance c. Adjusted Beginning Balance 2. Ending Fund Balance, June 30 (E + F.1.c.)
Restricted
0 0 0
2nd Interim Budget
0 0 0
8. TOTAL EXPENDITURES
D. OTHER FINANCING SOURCES / USES 1. Other Sources 2. Less: Other Uses 3. Contributions Between Unrestricted and Restricted Accounts (must net to zero)
Unrestricted
Actuals thru 1/31
9,791 9793, 9795
0 0
0 0
0
0
Memo 12/13 Attachment A-7
CHARTER SCHOOL MULTI-YEAR PROJECTION - ALTERNATIVE FORM Second Interim Report - MYP
Charter School Name: Caliber: ChangeMakers Academy (continued) CDS #: #48-70581-0134262 Charter Approving Entity: County: Charter #: Fiscal Year:
Vallejo City Unified School District Solano 1779 2016-17
This charter school uses the following basis of accounting: X
Accrual Basis (Applicable Capital Assets / Interest on Long-Term Debt / Long-Term Liabilities objects are 6900, 7438, 9400-9499, and 9660-9669) Modified Accrual Basis (Applicable Capital Outlay / Debt Service objects are 6100-6170, 6200-6500, 7438, and 7439)
Description A. REVENUES 1. LCFF/Revenue Limit Sources State Aid - Current Year Education Protection Account State Aid - Current Year Charter Schools Gen. Purpose Entitlement - State Aid State Aid - Prior Years Tax Relief Subventions County and District Taxes Miscellaneous Funds LCFF/Revenue Limit Transfers: PERS Reduction Transfer Charter Schools Funding in lieu of Property Taxes Other LCFF/Revenue Limit Transfers Total, LCFF/Revenue Limit Sources 2. Federal Revenues No Child Left Behind Special Education - Federal Child Nutrition - Federal Other Federal Revenues Total, Federal Revenues 3. Other State Revenues Charter Schools Categorical Block Grant Special Education - State All Other State Revenues Total, Other State Revenues 4. Other Local Revenues All Other Local Revenues Total, Local Revenues
Object Code
2. Non-certificated Salaries Non-certificated Instructional Aides' Salaries Non-certificated Support Salaries Non-certificated Supervisors' and Administrators' Sal. Clerical and Office Salaries Other Non-certificated Salaries Total, Non-certificated Salaries
Description 3. Employee Benefits STRS PERS OASDI / Medicare / Alternative Health and Welfare Benefits Unemployment Insurance Workers' Compensation Insurance OPEB, Allocated OPEB, Active Employees PERS Reduction (for revenue limit funded schools) Other Employee Benefits Total, Employee Benefits
FY 2016-17 Restricted
Total
Unrestricted
FY 2017-18 Restricted
Total
Unrestricted
FY 2018-19 Restricted
Total
8011 8012 8015 8019 8020-8039 8040-8079 8080-8089
0 56,000 2,115,134 0 0 0 0
0 0 0 0 0 0 0
0 56,000 2,115,134 0 0 0 0
0 100,178 3,818,691 0 0 0 0
0 0 0 0 0 0 0
0 100,178 3,818,691 0 0 0 0
0 135,376 5,214,539 0 0 0 0
0 0 0 0 0 0 0
0 135,376 5,214,539 0 0 0 0
8092 8096 8091, 8097
0 490,274 0 2,661,408
0 0 0 0
0 490,274 0 2,661,408
0 877,454 0 4,796,323
0 0 0 0
0 877,454 0 4,796,323
0 1,185,752 0 6,535,667
0 0 0 0
0 1,185,752 0 6,535,667
0 0 0 0 0
576,745 0 315,000 0 891,745
576,745 0 315,000 0 891,745
0 0 0 0 0
135,198 80,175 560,209 0 775,582
135,198 80,175 560,209 0 775,582
0 0 0 0 0
182,700 124,575 772,180 0 1,079,455
182,700 124,575 772,180 0 1,079,455
0 59,535 59,535
141,400 22,050 163,450
141,400 81,585 222,985
0 485,002 485,002
254,162 26,325 280,487
254,162 511,327 765,489
0 664,997 664,997
355,652 31,950 387,602
355,652 696,947 1,052,598
412,000 412,000
0 0
412,000 412,000
200,000 200,000
0 0
200,000 200,000
0 0
0 0
0 0
3,132,943
1,055,195
4,188,138
5,481,325
1,056,069
6,537,394
7,200,664
1,467,057
8,667,720
1100 1200 1300 1900
905,622 0 286,534 0 1,192,156
110,000 0 0 0 110,000
1,015,622 0 286,534 0 1,302,156
1,506,815 0 388,350 0 1,895,165
159,151 0 0 0 159,151
1,665,966 0 388,350 0 2,054,316
1,909,564 0 396,117 0 2,305,681
227,656 0 0 0 227,656
2,137,220 0 396,117 0 2,533,337
2100 2200 2300 2400 2900
221,328 64,722 65,000 90,664 0 441,714
100,000 0 0 0 0 100,000
321,328 64,722 65,000 90,664 0 541,714
254,308 170,001 66,300 75,800 17,564 583,973
140,228 0 0 0 0 140,228
394,536 170,001 66,300 75,800 17,564 724,201
340,477 261,001 67,626 77,316 17,916 764,335
195,990 0 0 0 0 195,990
536,467 261,001 67,626 77,316 17,916 960,325
8290 8181, 8182 8220 8110, 8260-8299
N/A thru 14/15 StateRevSE StateRevAO
LocalRevAO
5. TOTAL REVENUES B. EXPENDITURES 1. Certificated Salaries Certificated Teachers' Salaries Certificated Pupil Support Salaries Certificated Supervisors' and Administrators' Salaries Other Certificated Salaries Total, Certificated Salaries
Unrestricted
Object Code
Unrestricted
FY 2016-17 Restricted
Total
Unrestricted
FY 2017-18 Restricted
Total
Unrestricted
FY 2018-19 Restricted
Total
3101-3102 3201-3202 3301-3302 3401-3402 3501-3502 3601-3602 3701-3702 3751-3752 3801-3802 3901-3902
0 0 122,715 202,300 7,280 32,082 0 0 0 48,123 412,500
0 0 16,065 25,200 1,050 4,200 0 0 0 6,300 52,815
0 0 138,780 227,500 8,330 36,282 0 0 0 54,423 465,315
0 0 188,585 370,838 12,620 50,306 0 0 0 74,667 697,017
0 0 23,972 30,097 470 5,264 0 0 0 8,688 68,491
0 0 212,557 400,935 13,090 55,570 0 0 0 83,356 765,508
0 0 231,396 477,846 15,521 61,919 0 0 0 91,755 878,436
0 0 33,957 42,640 663 7,454 0 0 0 12,305 97,020
0 0 265,353 520,487 16,184 69,373 0 0 0 104,060 975,457
4. Books and Supplies Approved Textbooks and Core Curricula Materials Books and Other Reference Materials Materials and Supplies Noncapitalized Equipment Food Total, Books and Supplies
4100 4200 4300 4400 4700
1,500 10,000 66,776 7,775 71,050 157,101
90,000 10,000 205,330 140,000 337,050 782,380
91,500 20,000 272,106 147,775 408,100 939,481
56,055 24,240 360,761 238,663 56,617 736,336
0 0 64,449 0 560,209 624,658
56,055 24,240 425,210 238,663 616,826 1,360,994
76,508 19,892 484,734 246,609 76,106 903,849
0 0 85,298 0 772,180 857,478
76,508 19,892 570,032 246,609 848,286 1,761,327
5. Services and Other Operating Expenditures Subagreements for Services Travel and Conferences Dues and Memberships Insurance Operations and Housekeeping Services Rentals, Leases, Repairs, and Noncap. Improvements Professional/Consulting Services and Operating Expend. Communications Total, Services and Other Operating Expenditures
5100 5200 5300 5400 5500 5600 5800 5900
20,000 1,000 500 15,750 97,900 80,153 614,251 10,500 840,054
0 0 0 0 0 0 10,000 0 10,000
20,000 1,000 500 15,750 97,900 80,153 624,251 10,500 850,054
28,028 0 0 28,028 249,521 126,590 863,271 27,346 1,322,783
0 0 0 0 0 0 63,540 0 63,540
28,028 0 0 28,028 249,521 126,590 926,812 27,346 1,386,323
38,254 0 0 38,254 313,681 172,340 1,163,880 35,775 1,762,184
0 0 0 0 0 0 88,913 0 88,913
38,254 0 0 38,254 313,681 172,340 1,252,793 35,775 1,851,097
Page 5 of 6
Memo 12/13 Attachment A-8
CHARTER SCHOOL MULTI-YEAR PROJECTION - ALTERNATIVE FORM Second Interim Report - MYP
Charter School Name: Caliber: ChangeMakers Academy (continued) CDS #: #48-70581-0134262 Charter Approving Entity: County: Charter #: Fiscal Year:
6. Capital Outlay (Obj. 6100-6170, 6200-6500 for mod. accr. basis only) Land and Land Improvements Buildings and Improvements of Buildings Books and Media for New School Libraries or Major Expansion of School Libraries Equipment Equipment Replacement Depreciation Expense (for accrual basis only) Total, Capital Outlay 7. Other Outgo Tuition to Other Schools Transfers of Pass-through Revenues to Other LEAs Transfers of Apportionments to Other LEAs - Spec. Ed. Transfers of Apportionments to Other LEAs - All Other All Other Transfers Debt Service: Interest Principal (for modified accrual basis only) Total, Other Outgo
Vallejo City Unified School District Solano 1779 2016-17
6100-6170 6200
0 0
0 0
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
6300 6400 6500 6900
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
7110-7143 7211-7213 7221-7223SE 7221-7223AO 7280-7299
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
200 0 200
0 0 0
200 0 200
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
3,043,725
1,055,195
4,098,920
5,235,274
1,056,069
6,291,342
6,614,486
1,467,057
8,081,543
89,218
0
89,218
246,051
0
246,051
586,178
0
586,178
7438 7439
8. TOTAL EXPENDITURES C. EXCESS (DEFICIENCY) OF REVENUES OVER EXPEND. BEFORE OTHER FINANCING SOURCES AND USES (A5-B8)
Description D. OTHER FINANCING SOURCES / USES 1. Other Sources 2. Less: Other Uses 3. Contributions Between Unrestricted and Restricted Accounts (must net to zero)
Object Code
Page 6 of 6
Unrestricted
Total
FY 2017-18 Restricted
Unrestricted
Total
FY 2018-19 Restricted
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
8980-8999
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
89,218
0
89,218
246,051
0
246,051
586,178
0
586,178
0 246,358 246,358 335,576
0 0 0 0
0 246,358 246,358 335,576
335,576 0 335,576 581,627
0 0 0 0
335,576 0 335,576 581,627
581,627 0 581,627 1,167,805
0 0 0 0
581,627 0 581,627 1,167,805
9711 9712 9713 9719 9740
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
0 0 0 0 0
9750 9760
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
9780
0
0
0
0
0
0
0
0
0
9789 9790
122,968 212,608
0 0
122,968 212,608
188,740 392,887
0 0
188,740 392,887
242,446 925,359
0 0
242,446 925,359
E. NET INCREASE (DECREASE) IN FUND BALANCE (C + D4)
Components of Ending Fund Balance: a. Nonspendable Revolving Cash (equals object 9130) Stores (equals object 9320) Prepaid Expenditures (equals object 9330) All Others b. Restricted c. Committed Stabilization Arrangements Other Commitments d Assigned Other Assignments e. Unassigned/Unappropriated Reserve for Economic Uncertainties Unassigned/Unappropriated Amount
FY 2016-17 Restricted
8930-8979 7630-7699
4. TOTAL OTHER FINANCING SOURCES / USES
F. FUND BALANCE, RESERVES 1. Beginning Fund Balance a. As of July 1 b. Adjustments to Beginning Balance c. Adjusted Beginning Balance 2. Ending Fund Balance, June 30 (E + F.1.c.)
Unrestricted
9791 9793, 9795
Memo 12/13 Attachment A-8
SECTION 4 : CONSENT CALENDAR ITEMS
BOARD OF DIRECTORS CHARTER OF THE FINANCE AND AUDIT COMMITTEE Purpose The Finance and Audit Committee of the Caliber Schools Board of Directors (the “Committee”) is chartered to assist the Board in fulfilling its duties regarding oversight of the financial reporting, accounting, and audit processes. More specifically, its duties include: ■ Review the organization's documents and reports; ■ Retain an independent auditor for the external audit process; ■ Ensure the quality and integrity of the organization's financial statements; ■ Ensure compliance with laws and regulations; ■ Study or investigate any matter of interest or concern which the Committee deems appropriate for study or investigation; ■ Review and, if necessary, update the Committee Charter annually; ■ Perform other duties as delegated by the Board. Responsibilities The Committee shall fulfill its responsibilities as follows: 1. Review of Documents and Reports Along with management and the independent auditors, the Committee shall review the organization's annual audited financial statements. The Committee will also review the organization's annual IRS Form 990 prior to filing. 2. External Audit Process The Audit Committee will retain or terminate the independent auditors and approve all audit engagement fees and terms. Approval of the fees and terms of the audit engagement should include a determination that no aspect of the engagement would be considered an "excess benefit transaction," as that term is defined in section 4958 of the Internal Revenue Code of 1986, as amended (the "Code").
Page 1 of 4
The Committee must approve in advance any significant audit or non-audit engagement or relationship between the organization and the independent auditors. In this regard, the Committee shall pay particular attention to the fairness of the terms of any agreement pursuant to which the independent auditors would perform the following non-audit services: (i)
Bookkeeping or other services related to the accounting records or financial statements of the audit client;
(ii) financial information systems design or implementation; (iii) appraisal or valuation services; (iv) internal accounting outsourcing services; (v) management function or human resources; (vi) broker or dealer, investment adviser or investment banking services; and (vii) legal and expert services unrelated to the audit. The Committee will review, at least annually, the qualifications, performance, and independence of the independent auditors. In conducting its review and evaluation, the Committee may consider taking any or all of the following actions: (a) Obtain and review a report by the independent auditors describing, (i) the auditing firm's internal quality-control procedures; (ii) any material issues raised by the most recent internal quality-control review, or peer review, of the auditing firm, or by any inquiry or investigation by governmental or professional authorities, within the preceding five years, respecting one or more independent audits carried out by the auditing firm, and any steps taken to deal with any such issues; and (iii) to assess the auditors' independence, all relationships between the independent auditors and the organization. (b) Consider the rotation of the lead (or coordinating) audit partner (having primary responsibility for the audit), and the audit partner responsible for reviewing the audit, at least every five (5) years. (c) Confirm with any independent auditors retained to provide audit services for any fiscal year that the lead audit partner, or the audit partner responsible for reviewing the audit, has not performed non-audit services for the organization in each of the five (5) previous fiscal years of the organization. (d) Take into account the opinions of management and the organization's internal accounting staff. In conducting its review and evaluation, the Committee shall not consider any charitable contributions made by the auditing firm or any individual associated with the auditing firm, or any plans the organization may have to solicit charitable contributions from the auditing firm or any individual associated with the auditing firm. Page 2 of 4
Notwithstanding the foregoing, the Committee is not responsible for guaranteeing the auditors' reports. The fundamental responsibility for the organization's financial statements rests with management and the independent auditors. 3. Financial Reporting Process In consultation with the independent auditors, management, and internal accounting staff, the Committee shall review the integrity of the organization's financial reporting processes. In that connection, the Committee should obtain and discuss with management and the independent auditors reports from management and the independent auditors regarding: (i) all critical accounting policies and practices to be used by the organization; (ii) analyses prepared by management and/or the independent auditors setting forth significant financial reporting issues and judgments made in connection with the preparation of financial statements, including all alternative treatments of financial information within generally accepted accounting principles that have been discussed with the organization's management, the ramifications of the use of alternative disclosures and treatments, and the treatment preferred by the independent auditors; (iii) major issues regarding accounting principles and financial statement presentations, including any significant changes in the organization's selection or application of accounting principles; (iv) major issues as to the adequacy of the organization's internal controls and any specific audit steps adopted in light of material control deficiencies; and (v) any other material written communications between the independent auditors and the organization's management. The Committee will review with the independent auditors (i) any audit problems or other difficulties encountered by the auditors in the course of the audit process, including any restrictions on the scope of the independent auditors' activities or on access to requested information, and any significant disagreements with management and (ii) management's responses to such matters. Without excluding other possibilities, the Committee may wish to review with the independent auditors (i) any accounting adjustments that were noted or proposed by the auditors but were "passed" (as immaterial or otherwise), (ii) any communications between the audit team and the audit firm's national office respecting auditing or accounting issues presented by the engagement and (iii) any "management" or "internal control" letter issued, or proposed to be issued, by the independent auditors to the Organization. The Committee will review periodically the effect of regulatory and accounting initiatives on the financial statements of the organization and discuss with the independent auditors the responsibilities, budget, and staffing of the organization's internal accounting function. 4. Compliance with Laws and Regulations The Committee will review periodically, with the organization's counsel, any legal matter that could have a significant impact on the organization's financial statements. The Committee shall discuss with management and the independent auditors the organization's guidelines and policies with respect to risk assessment and risk management. Page 3 of 4
The Committee should discuss the organization's major financial risk exposures and the steps management has taken to monitor and control such exposures. The Committee shall establish procedures for: (i) the receipt, retention, and treatment of complaints received by the organization regarding accounting, internal accounting controls, or auditing matters; and (ii) the confidential, anonymous submission by employees of the organization of concerns regarding questionable accounting or auditing matters. 5. Matters of Interest or Concern to the Committee The Committee in its sole discretion may deem certain matters of interest or concern appropriate for its study or investigation. The Committee shall be given full access to the organization's internal accounting staff, Board, managers, other staff, and independent auditors as necessary to carry out this duty. While acting with the scope of its stated purpose, the Committee shall have all the authority of the Board. Membership The Committee shall consist of at least three (3) members of the Board and may contain additional Board and non-Board members. The Board should seek to include as members of the Committee persons who possess skills in the disciplines of accounting, finance, and business practices. At least one member of the Committee shall have a working familiarity with the basic finance and accounting practices (or acquire such familiarity within a reasonable time after his or her appointment). The Committee Chair shall be a member of the Board. The Chair will convene meetings, set agendas, and facilitate meetings. A member of the Board may not serve on the Committee if he or she is a paid employee of the organization. Meetings The Committee shall convene meetings at least twice a year, or more frequently as circumstances dictate. The Committee may periodically meet separately with each of management and the independent auditors to discuss any matters that the Committee or any of these groups believes would be appropriate to discuss privately. In addition, the Committee should meet with the independent auditors and management annually to review the organization's financial statements. The Committee may invite to its meetings any Board member, manager of the organization, and any other person whom it deems appropriate to consult in order to carry out its responsibilities. The Committee may exclude from its meetings any person it deems appropriate to exclude in order to carry out its responsibilities.
Page 4 of 4
February 1, 2017
Markus Mullarkey Chief Operating Officer Caliber Schools PO Box 5282 Richmond, CA 94805 Dear Mr. Mullarkey: We are pleased to confirm our understanding of the services we are to provide for Caliber Schools (the Organization) for the year ended June 30, 2017. We will audit the financial statements of the Organization as of June 30, 2016, which comprise the statement of financial position as of June 30, 2017, and the related statements of activities, functional expenses, and cash flows for the year then ended, and the related notes to the financial statements. Also, the following supplementary information accompanying the financial statements will be subjected to the auditing procedures applied in our audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America, and our auditor’s report will provide an opinion on it in relation to the financial statements as a whole: 1) Schedule of instructional minutes, 2) Schedule of average daily attendance, 3) Reconciliation of annual financial report with audited financial statements. We will also prepare the federal and state information returns for the year ended June 30, 2017. Audit Objective The objective of our audit is the expression of an opinion about whether your financial statements are fairly presented, in all material respects, in conformity with U.S. generally accepted accounting principles. Our audit will be conducted in accordance with U.S. generally accepted auditing standards and the standards for financial audits contained in Governmental Auditing Standards, issued by the Comptroller General of the United States, and procedures applicable to charter schools contained in Standards and Procedures for Audits of California K-12 Local Education Agencies 2016-2017. Our audit will include tests of your accounting records and other procedures we consider necessary to enable us to express such an opinion. We cannot provide assurance that an unmodified opinion will be expressed. Circumstances may arise in which it is necessary for us to modify our opinion or add an emphasisof-matter or other-matter paragraph. If our opinion on the financial statements is other than unmodified, we will discuss the reasons with management in advance. If, for any reason, we are unable to complete the audit or are unable
Caliber Schools February 1, 2017 Page 2 of 7
to form or have not formed an opinion, we may decline to express an opinion or to issue a report as a result of this engagement. We will also provide a report (which does not include an opinion) on internal control related to the financial statements and compliance with the provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a material effect on the financial statements as required by Government Auditing Standards. The reports on internal control and compliance will each include a paragraph that states that the purpose of the report is solely to describe the scope of testing of internal control over financial reporting and compliance, and the result of that testing, and not to provide an opinion on the effectiveness of internal control over financial reporting or on compliance and that the report is an integral part of an audit performed in accordance with Government Auditing Standards in considering internal control over financial reporting and compliance. The paragraph will also state that the report is not suitable for any other purpose. If during our audit we become aware that the Organization is subject to an audit requirement that is not encompassed in the terms of this engagement, we will communicate to management and those charged with governance that an audit in accordance with generally accepted auditing standards established by the Auditing Standards Board (United States) and the standards for financial audits contained in Government Auditing Standards may not satisfy the relevant legal, regulatory, or contractual requirements. Management Responsibilities Management is responsible for the basic financial statements and all accompanying information as well as all representations contained therein. As part of the audit, we will assist with preparation of your financial statements and related notes. You are responsible for making all management decisions and performing all management functions relating to the financial statements, and related notes and for accepting full responsibility for such decisions. You will be required to acknowledge in the management representation letter our assistance with preparation of the financial statements and that you have reviewed and approved the financial statements and related notes prior to their issuance and have accepted responsibility for them. Further, you agree to assume all management responsibilities for the tax services and any other non-attest services we provide; over the service by designating an individual, preferably from senior management, with suitable skill, knowledge, or experience; evaluate the adequacy and results of the services; and accept responsibility for them. Management is responsible for establishing and maintaining effective internal controls, including monitoring ongoing activities; for helping to ensure that appropriate goals and objectives are met; for the selection and application of accounting principles; and for the fair presentation in the financial statements of financial position, changes in net assets, and cash flows in conformity with U. S. generally accepted accounting principles. Management is also responsible for making all financial records and related information available to us and for ensuring that management and financial information is reliable and properly recorded. You are also responsible for providing us with (1) access to all information of which you are aware that is relevant to the preparation and fair presentation of the financial statements, (2) additional information that we may request for the purpose of the audit, and (3) unrestricted access to persons within the organization from whom we determine it necessary to obtain audit evidence. Your responsibilities include adjusting the financial statements to correct material misstatements and for confirming to us in the representation letter that the effects of any uncorrected misstatements aggregated by us during the current engagement and pertaining to the latest period presented are immaterial, both individually and in the aggregate, to the financial statements taken as a whole. You are responsible for the design and implementation of programs and controls to prevent and detect fraud, and for informing us about all known or suspected fraud affecting the
Caliber Schools February 1, 2017 Page 3 of 7
organization involving (1) management, (2) employees who have significant roles in internal control, and (3) others where the fraud could have a material effect on the financial statements. Your responsibilities include informing us of your knowledge of any allegations of fraud or suspected fraud affecting the Organization received in communications from employees, former employees, grantors, regulators, or others. In addition, you are responsible for identifying and ensuring that the Organization complies with applicable laws, regulations, contracts, agreements, and grants and for taking timely and appropriate steps to remedy any fraud, violations of contracts or grant agreements, or abuse that we may report. You are responsible for the preparation of the supplementary information in conformity with U.S. generally accepted accounting principles. You agree to include our report on the supplementary information in any document that contains, and indicates that we have reported on, the supplementary information. You also agree to include the audited financial statements with any presentation of the supplementary information that includes our report thereon. Your responsibilities include acknowledging to us in the written representation letter that (1) you are responsible for presentation of the supplementary information in accordance with GAAP; (2) that you believe the supplementary information, including its form and content, is fairly presented in accordance with GAAP; (3) that the methods of measurement or presentation have not changed from those used in the prior period (or, if they have changed, the reasons for such changes); and (4) you have disclosed to us any significant assumptions or interpretations underlying the measurement or presentation of the supplementary information. Management is responsible for establishing and maintaining a process for tracking the status of audit findings and recommendations. Management is also responsible for identifying for us previous financial audits, attestation engagements, performance audits, or other studies related to the objectives discussed in the Audit Objectives section of this letter. This responsibility includes relaying to us corrective actions taken to address significant findings and recommendations resulting from those audits, attestation engagements, performance audits, or other engagements or studies. The Organization is also responsible for providing management’s views on our current findings, conclusions, and recommendations, as well as your planned corrective actions for the report, and for the timing and format for providing that information. Audit Procedures-General An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; therefore, our audit will involve judgment about the number of transactions to be examined and the areas to be tested. We will plan and perform the audit to obtain reasonable rather than absolute assurance about whether the financial statements are free of material misstatement, whether from (1) errors, (2) fraudulent financial reporting, (3) misappropriation of assets, or (4) violations of laws or governmental regulations that are attributable to the Organization or to acts by management or employees acting on behalf of the Organization. Because the determination of abuse is subjective, Government Auditing Standards do not expect auditors to provide reasonable assurance of detecting abuse. Because of the inherent limitations of an audit, combined with the inherent limitations of internal control, and because we will not perform a detailed examination of all transactions, there is a risk that material misstatements may exist and not be detected by us, even though the audit is properly planned and performed in accordance with U.S. generally accepted auditing standards and Government Auditing Standards. In addition, an audit is not designed to detect immaterial misstatements or violations of laws or governmental regulations that do not have a direct and material effect on the financial statements. However, we will inform the appropriate level of management of any material errors, fraudulent financial reporting, or misappropriation of assets that come to our attention. We will also inform the appropriate level of management of any violations of laws or governmental regulations that come to our
Caliber Schools February 1, 2017 Page 4 of 7
attention, unless clearly inconsequential. Our responsibility as auditors is limited to the period covered by our audit and does not extend to any later periods for which we are not engaged as auditors Our procedures will include tests of documentary evidence supporting the transactions recorded in the accounts, tests of the physical existence of inventories, and direct confirmation of receivables and certain assets and liabilities by correspondence with selected individuals, funding sources, creditors, and financial institutions. We will also request written representations from the Organization’s attorneys as part of the engagement, and they may bill you for responding to this inquiry. At the conclusion of our audit, we will require certain written representations from you about the financial statements and related matters. Audit Procedures-Internal Controls Our audit will include obtaining an understanding of the entity and its environment, including internal control, sufficient to assess the risks of material misstatement of the financial statements and to design the nature, timing, and extent of further audit procedures. Tests of controls may be performed to test the effectiveness of certain controls that we consider relevant to preventing and detecting errors and fraud that are material to the financial statements and to preventing and detecting misstatements resulting from illegal acts and other noncompliance matters that have a direct and material effect on the financial statements. Our tests, if performed, will be less in scope than would be necessary to render an opinion on internal control and, accordingly, no opinion will be expressed in our report on internal control issued pursuant to Government Auditing Standards. An audit is not designed to provide assurance on internal control or to identify significant deficiencies. However, during the audit, we will communicate to you and those charged with governance internal control related matters that are required to be communicated under AICPA professional standards and Government Auditing Standards. Audit Procedures—Compliance As part of obtaining reasonable assurance about whether the financial statements are free of material misstatement, we will perform tests of the Organization’s compliance with the provisions of applicable laws, regulations, contracts, agreements, and grants. However, the objective of our audit will not be to provide an opinion on overall compliance and we will not express such an opinion in our report on compliance issued pursuant to Government Auditing Standards. Informational Tax Returns We will prepare the Federal Form 990 and California Form 199 informational tax returns for the year ended June 30, 2017. These returns will be prepared using information you provide. The initial due dates for the returns is November 15, 2017. Depending on the progress of the audit and the preparation of the returns, we may extend the returns to February 15, 2018 or May 15, 2018 as necessary. In order to meet the November 15, 2017 due date, the audit must be complete and we must have all of the requested information no later than October 15, 2017. In order to meet extended due dates in February and May, we need to have the audit complete and all information received no later than one month prior to the due date. We will use our judgment in resolving questions where the tax law is unclear, or where there may be conflicts between the taxing authorities’ interpretations of the law and other supportable positions. We will resolve such question in your favor, whenever possible, after discussion of possible alternatives with you. Management has the final responsibility for the information returns, and, therefore, you should review them carefully before you sign and file them.
Caliber Schools February 1, 2017 Page 5 of 7
Your returns may be selected for review by taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal. In the event of such government tax examination, we will be available upon request to represent you and will render additional invoices for the time and expenses incurred. Unless requested or unavailable, the returns will be electronically filed. This requires authorization forms to be completed by you once the returns are complete. Engagement Administration, Fees, and Other We understand that your employees will prepare schedules we may request and will locate any documents selected by us for testing. We will provide copies of our reports to the Organization; however, management is responsible for distribution of the reports and the financial statements. Unless restricted by law or regulation, or containing privileged and confidential information, copies of our reports are to be made available for public inspection. The audit documentation for this engagement is the property of Vicenti Lloyd & Stutzman LLP and constitutes confidential information. However, we may be requested to make certain audit documentation available to a Cognizant or Grantor Agency pursuant to authority given to it by law or regulation. If requested, access to such audit documentation will be provided under the supervision of Vicenti Lloyd & Stutzman LLP personnel. Furthermore, upon request, we may provide copies of selected audit documentation to the Cognizant or Grantor Agency. The Cognizant or Grantor Agency may intend, or decide, to distribute the copies or information contained therein to others, including other governmental agencies. Wade McMullen is the engagement partner and is responsible for supervising the engagement and signing the report or authorizing another CPA to sign it. Per Education Code Section 41020(f) (2), there is a limit of six consecutive years for any firm where the partner-in-charge of the audit and the reviewing partner have been the same in each of those years. This is the third consecutive year Wade McMullen will be the engagement partner. During the term of this Agreement and for twelve months following its termination, the Organization shall not employ any Vicenti, Lloyd & Stutzman LLP employees or partners used by Vicenti, Lloyd & Stutzman LLP in the performance under this agreement, without the prior written consent of Vicenti, Lloyd & Stutzman LLP. Vicenti, Lloyd & Stutzman LLP shall be entitled, in addition to any other remedies it may have at law or in equity, to a payment from the Organization in an amount equal to one year’s salary of any partner or employee the Organization employs in violation of this paragraph. We estimate that our audit fees for the year ended June 30, 2017 are as follows: Caliber Schools Change Makers Beta Total Audit of Basic Financial Statements Governmental Auditing Standards Procedures State Compliance Attendance State Compliance CalPADS State Compliance LCAP State Compliance - Other Total
$
$
3,500 500 500 500 200 300 5,500
$
$
3,500 500 500 500 200 300 5,500
$
7,000 1,000 1,000 1,000 400 600 $ 11,000
Caliber Schools February 1, 2017 Page 6 of 7
If a federal award audit under Uniform Guidance is required, the fee is estimated to be $2,000 per program tested. The fee estimate is based on anticipated cooperation from your personnel and the assumption that unexpected circumstances will not be encountered during the engagement. If significant additional time is necessary, standard billing rates may apply. The fee estimate for the federal and state informational tax returns for the year ended June 30, 2017 will be $1,300. You will also be billed for expenses and other out-of-pocket costs such as postage not to exceed $120. Our invoices for these fees will be rendered as work progresses and are payable upon presentation. There is a ten percent withholding clause per Education Code 14505. Government Auditing Standards require that we provide you with a copy of our most recent quality control review report. Our 2015 peer review report is included on page 7. We appreciate the opportunity to be of service to you and believe this letter accurately summarizes the significant terms of our engagement. If you have any questions, please let us know. If you agree with the terms of our engagement as described in this letter, please sign the enclosed copy and return it to us. Very truly yours,
Wade N. McMullen, CPA Partner
RESPONSE: This letter correctly sets forth the understanding of Caliber Schools.
Officer signature: Title: Date:
Caliber Schools February 1, 2017 Page 7 of 7
Caliber: Beta Academy School Accountability Report Card Reported Using Data from the 2015-16 School Year Published During 2016-17
By February 1 of each year, every school in California is required by state law to publish a School Accountability Report Card (SARC). The SARC contains information about the condition and performance of each California public school. Under the Local Control Funding Formula (LCFF) all local educational agencies (LEAs) are required to prepare a Local Control and Accountability Plan (LCAP), which describes how they intend to meet annual school-specific goals for all pupils, with specific activities to address state and local priorities. Additionally, data reported in an LCAP is to be consistent with data reported in the SARC. •
For more information about SARC requirements, see the California Department of Education (CDE) SARC Web page at http://www.cde.ca.gov/ta/ac/sa/.
•
For more information about the LCFF or LCAP, see the CDE LCFF Web page at http://www.cde.ca.gov/fg/aa/lc/.
•
For additional information about the school, parents/guardians and community members should contact the school principal or the district office.
DataQuest DataQuest is an online data tool located on the CDE DataQuest Web page at http://dq.cde.ca.gov/dataquest/ that contains additional information about this school and comparisons of the school to the district and the county. Specifically, DataQuest is a dynamic system that provides reports for accountability (e.g., test data, enrollment, high school graduates, dropouts, course enrollments, staffing, and data regarding English learners). Internet Access Internet access is available at public libraries and other locations that are publicly accessible (e.g., the California State Library). Access to the Internet at libraries and public locations is generally provided on a first-come, first-served basis. Other use restrictions may include the hours of operation, the length of time that a workstation may be used (depending on availability), the types of software programs available on a workstation, and the ability to print documents.
About This School Contact Information (School Year 2016-17) School Contact Information School Name-------
Caliber: Beta Academy
Street-------
4301 Berk Avenue
City, State, Zip-------
Richmond, CA 94804
Phone Number------- (510) 685-1768 Principal-------
Ms. Ashlee Guiterrez
E-mail Address-------
[email protected] Web Site-------
www.caliberbetaacademy.org
CDS Code
07-10074-0129528
2015-16 School Accountability Report Card for Caliber: Beta Academy
Page 1 of 13
District Contact Information District Name-------
Contra Costa County Office of Education
Phone Number------- (925) 942-3388 Superintendent------ Karen Sakata -E-mail Address-------
[email protected] Web Site-------
https://www.cccoe.k12.ca.us/index.html
School Description and Mission Statement (School Year 2016-17) Description: Caliber Schools are free, public, non-selective charter schools offering a rigorous, personalized, college preparatory education for Bay Area students. Caliber: Beta Academy, which opened in August 2014, currently serves approximately 750 K-8 students at our campus in Richmond, CA. Mission: Our mission is to provide students with a challenging, engaging, and personalized education that equips them with the knowledge, character, and skills they will need to succeed in competitive colleges, careers, and communities. We believe every child can succeed in college and life if they are given the opportunity. Unfortunately, too many students never get this chance. The American education system is failing students in under-resourced communities. Students in many districts graduate high school without the essential skills or knowledge they need to succeed in college and beyond. In contrast, Caliber Schools provides a free, safe, personalized, high quality education that includes a robust academic program. We teach critical life skills such as conflict resolution and goal setting. All Caliber students participate in our daily coding, robotics, and engineering program, as well as a rigorous writing program. We prepare all of our students to graduate from a four-year college without remediation. We achieve this mission through 9 core components of our educational model: * Personalized learning * Project-based science and social studies * Blended English and Math * Collaboration in grade teams * Emotional intelligence * Daily writing * Longer school day * Enrichment * Computer coding and computational thinking Read more about each of these here: http://www.caliberschools.org/how-were-different.html Student Enrollment by Grade Level (School Year 2015-16) Grade Level
Number of Students
Kindergarten
93
Grade 1
93
Grade 2
91
Grade 3
94
Grade 4
92
Grade 6
61
Grade 7
84
Total Enrollment
608
2015-16 School Accountability Report Card for Caliber: Beta Academy
Page 2 of 13
Student Enrollment by Group (School Year 2015-16) Student Group
Percent of Total Enrollment
Black or African American
14
American Indian or Alaska Native
0
Asian
2
Filipino
0.5
Hispanic or Latino
75
Native Hawaiian or Pacific Islander
0.3
White
4.3
Two or More Races
0.3
Socioeconomically Disadvantaged
79.6
English Learners
39.8
Students with Disabilities
3.1
Foster Youth
0.3
A. Conditions of Learning State Priority: Basic
The SARC provides the following information relevant to the Basic State Priority (Priority 1): • Degree to which teachers are appropriately assigned and fully credentialed in the subject area and for the pupils they are teaching; • Pupils have access to standards-aligned instructional materials; and • School facilities are maintained in good repair. Teacher Credentials Teachers
School
District
2014-15
2015-16
2016-17
2016-17
With Full Credential
15
29
24
24
Without Full Credential
3
4
3
3
Teaching Outside Subject Area of Competence (with full credential)
0
0
3
3
Teacher Misassignments and Vacant Teacher Positions Indicator
2014-15
2015-16
2016-17
Misassignments of Teachers of English Learners
0
0
0
Total Teacher Misassignments *
1
4
3
Vacant Teacher Positions
0
2
0
Note: “Misassignments” refers to the number of positions filled by teachers who lack legal authorization to teach that grade level, subject area, student group, etc. * Total Teacher Misassignments includes the number of Misassignments of Teachers of English Learners.
2015-16 School Accountability Report Card for Caliber: Beta Academy
Page 3 of 13
Core Academic Classes Taught by Highly Qualified Teachers (School Year 2015-16) Location of Classes
Percent of Classes In Core Academic Subjects Taught by Highly Qualified Teachers
Not Taught by Highly Qualified Teachers
This School
100.0
0.0
All Schools in District
90.5
9.5
High-Poverty Schools in District
86.3
13.7
Low-Poverty Schools in District
93.0
7.0
Note: High-poverty schools are defined as those schools with student eligibility of approximately 40 percent or more in the free and reduced price meals program. Low-poverty schools are those with student eligibility of approximately 39 percent or less in the free and reduced price meals program.
Quality, Currency, Availability of Textbooks and Instructional Materials (School Year 2016-17) Year and month in which data were collected: December 2016 Caliber's curriculum relies heavily on the use of adaptive instructional software instead of traditional textbooks. As a result, the materials reported here include many software tools that we use in different areas of our curriculum. In addition to the many instructional benefits of using software such as this (e.g., permitting highly personalized instruction), the school also benefits because the software is automatically updated over time, and is easily available to all students. As a result, all students have access to the most recent versions at all times. Textbooks and Instructional Materials/ Year of Adoption
Subject
From Most Recent Adoption?
Percent of Students Lacking Own Assigned Copy
Reading/Language Arts
i-Ready ThinkCerca Newsela Units of Study in Opinion, Information, and Narrative Writing Reading A-Z Razz Kids Novel Units by grade Scholastic Leveled Readers Leveled Literacy Intervention (LLI)
Yes
0.0
Mathematics
i-Ready Zearn Ten Marks Khan Academy Zeal
Yes
0.0
Science
FOSS kits Mystery Science
Yes
0.0
History-Social Science
DBQs
Yes
0.0
Foreign Language
0.0
Health
0.0
Visual and Performing Arts
Art in Action
Science Laboratory Equipment (grades 9-12)
2015-16 School Accountability Report Card for Caliber: Beta Academy
Yes
0.0 0.0
Page 4 of 13
School Facility Conditions and Planned Improvements (Most Recent Year) Caliber: Beta Academy works in close cooperation with the West Contra Costa Unified School District (WCCUSD) to provide a facility that is safe and clean. WCCUSD has provided the facility to Caliber: Beta Academy under Prop. 39 and is responsible for the facility. Personnel at the District are aware of the issues identified from the September 2015 FIT survey noted below, and are developing a plan for addressing them. Caliber maintains responsibility for ensuring the day-to-day cleanliness of the facility. The school custodial staff carries out daily cleaning schedules to ensure a clean and safe school. School Facility Good Repair Status (Most Recent Year) School Facility Good Repair Status (Most Recent Year) Year and month of the most recent FIT report: September 30, 2015 System Inspected
Repair Status Good
Systems: Gas Leaks, Mechanical/HVAC, Sewer
Fair
Repair Needed and Action Taken or Planned
Poor
X
The September 2015 FIT survey noted that the A/C is not working in a number of portables. WCCUSD is aware of the issue and is in the process of making repairs.
Interior: Interior Surfaces
X
No actions noted on FIT survey.
Cleanliness: Overall Cleanliness, Pest/ Vermin Infestation
X
No actions noted on FIT survey.
Electrical: Electrical
X
The September 2015 FIT survey noted that the school bell system had been intentionally disconnected.
Restrooms/Fountains: Restrooms, Sinks/ Fountains
X
The September 2015 FIT survey noted that one toilet overflows.
Safety: Fire Safety, Hazardous Materials
X
No actions noted on FIT survey.
Structural: Structural Damage, Roofs
X
No actions noted on FIT survey.
External: Playground/School Grounds, Windows/ Doors/Gates/Fences
X
The September 2015 FIT survey noted that holes were missing on the playground for tetherball poles. The poles have since been installed.
Overall Facility Rating (Most Recent Year) Year and month of the most recent FIT report: September 30, 2015 Overall Rating
Exemplary
2015-16 School Accountability Report Card for Caliber: Beta Academy
Good
Fair
Poor
X
Page 5 of 13
B. Pupil Outcomes State Priority: Pupil Achievement
The SARC provides the following information relevant to the State priority: Pupil Achievement (Priority 4): • Statewide assessments (i.e., California Assessment of Student Performance and Progress [CAASPP] System, which includes the Smarter Balanced Summative Assessments for students in the general education population and the California Alternate Assessments [CAAs] for English language arts/literacy [ELA] and mathematics given in grades three through eight and grade eleven. The CAAs have replaced the California Alternate Performance Assessment [CAPA] for ELA and mathematics, which were eliminated in 2015. Only eligible students may participate in the administration of the CAAs. CAA items are aligned with alternate achievement standards, which are linked with the Common Core State Standards [CCSS] for students with significant cognitive disabilities); and • The percentage of students who have successfully completed courses that satisfy the requirements for entrance to the University of California and the California State University, or career technical education sequences or programs of study CAASPP Test Results in English Language Arts/Literacy (ELA) and Mathematics for All Students Percent of Students Meeting or Exceeding the State Standards (grades 3-8 and 11)
Subject
School
District
State
2014-15
2015-16
2014-15
2015-16
2014-15
2015-16
English Language Arts/Literacy
34
33
49
46
44
48
Mathematics
36
27
30
32
34
36
Note: Percentages are not calculated when the number of students tested is ten or less, either because the number of students in this category is too small for statistical accuracy or to protect student privacy.
CAASPP Test Results in ELA by Student Group Grades Three through Eight and Grade Eleven (School Year 2015-16) Number of Students Student Group All Students
Male
Female
Black or African American
Asian
Grade
Percent of Students Standard Met or Tested Exceeded
Enrolled
Tested
3
91
91
100.0
22.0
4
91
87
95.6
29.1
6
59
58
98.3
48.3
7
79
76
96.2
40.8
3
45
45
100.0
26.7
4
50
49
98.0
25.0
6
32
32
100.0
40.6
7
44
42
95.5
35.7
3
46
46
100.0
17.4
4
41
38
92.7
34.2
6
27
26
96.3
57.7
7
35
34
97.1
47.1
3
11
11
100.0
36.4
4
--
--
--
--
6
--
--
--
--
7
11
10
90.9
30.0
3
--
--
--
--
4
--
--
--
--
2015-16 School Accountability Report Card for Caliber: Beta Academy
Page 6 of 13
Number of Students Student Group
Grade
Percent of Students Standard Met or Tested Exceeded
Enrolled
Tested
6
--
--
--
--
7
--
--
--
--
Filipino
4
--
--
--
--
Hispanic or Latino
3
73
73
100.0
17.8
4
69
68
98.5
23.9
6
41
40
97.6
45.0
7
58
57
98.3
38.6
Native Hawaiian or Pacific Islander
3
--
--
--
--
White
3
--
--
--
--
4
--
--
--
--
6
--
--
--
--
7
--
--
--
--
Two or More Races
3
--
--
--
--
Socioeconomically Disadvantaged
3
76
76
100.0
17.1
4
71
67
94.4
27.3
6
51
50
98.0
48.0
7
60
58
96.7
36.2
3
58
58
100.0
13.8
4
54
53
98.2
22.6
6
25
25
100.0
32.0
7
24
24
100.0
8.3
3
--
--
--
--
4
--
--
--
--
6
--
--
--
--
7
--
--
--
--
3
--
--
--
--
4
--
--
--
--
6
--
--
--
--
7
--
--
--
--
English Learners
Students with Disabilities
Foster Youth
Note: ELA test results include the Smarter Balanced Summative Assessment and the CAA. The “Percent Met or Exceeded” is calculated by taking the total number of students who met or exceeded the standard on the Smarter Balanced Summative Assessment plus the total number of students who met the standard on the CAAs divided by the total number of students who participated in both assessments. Double dashes (--) appear in the table when the number of students is ten or less, either because the number of students in this category is too small for statistical accuracy or to protect student privacy. Note: The number of students tested includes all students who participated in the test whether they received a score or not; however, the number of students tested is not the number that was used to calculate the achievement level percentages. The achievement level percentages are calculated using only students who received scores.
2015-16 School Accountability Report Card for Caliber: Beta Academy
Page 7 of 13
CAASPP Test Results in Mathematics by Student Group Grades Three through Eight and Grade Eleven (School Year 2015-16) Number of Students Student Group
Grade
Percent of Students Standard Met or Tested Exceeded
Enrolled
Tested
3
91
91
100.0
38.5
4
91
86
94.5
23.3
6
59
58
98.3
19.0
7
79
76
96.2
25.0
8
79
76
96.2
25.0
3
45
45
100.0
48.9
4
50
48
96.0
25.0
6
32
32
100.0
21.9
7
44
42
95.5
28.6
8
44
42
95.5
28.6
3
46
46
100.0
28.3
4
41
38
92.7
21.1
6
27
26
96.3
15.4
7
35
34
97.1
20.6
8
35
34
97.1
20.6
3
11
11
100.0
45.5
4
--
--
--
--
6
--
--
--
--
7
11
10
90.9
20.0
8
11
10
90.9
20.0
3
--
--
--
--
4
--
--
--
--
6
--
--
--
--
7
--
--
--
--
Filipino
4
--
--
--
--
Hispanic or Latino
3
73
73
100.0
35.6
4
69
67
97.1
14.9
6
41
40
97.6
15.0
7
58
57
98.3
22.8
8
58
57
98.3
22.8
Native Hawaiian or Pacific Islander
3
--
--
--
--
White
3
--
--
--
--
4
--
--
--
--
6
--
--
--
--
7
--
--
--
--
All Students
Male
Female
Black or African American
Asian
2015-16 School Accountability Report Card for Caliber: Beta Academy
Page 8 of 13
Number of Students Student Group
Grade
Enrolled
Tested
Percent of Students Standard Met or Tested Exceeded
Two or More Races
3
--
--
--
--
Socioeconomically Disadvantaged
3
76
76
100.0
35.5
4
71
66
93.0
21.2
6
51
50
98.0
16.0
7
60
58
96.7
20.7
8
60
58
96.7
20.7
3
58
58
100.0
34.5
4
54
53
98.2
15.1
6
25
25
100.0
12.0
7
24
24
100.0
4.2
8
24
24
100.0
4.2
3
--
--
--
--
4
--
--
--
--
6
--
--
--
--
7
--
--
--
--
3
--
--
--
--
4
--
--
--
--
6
--
--
--
--
7
--
--
--
--
English Learners
Students with Disabilities
Foster Youth
Note: Mathematics test results include the Smarter Balanced Summative Assessment and the CAA. The “Percent Met or Exceeded” is calculated by taking the total number of students who met or exceeded the standard on the Smarter Balanced Summative Assessment plus the total number of students who met the standard on the CAAs divided by the total number of students who participated in both assessments. Double dashes (--) appear in the table when the number of students is ten or less, either because the number of students in this category is too small for statistical accuracy or to protect student privacy. Note: The number of students tested includes all students who participated in the test whether they received a score or not; however, the number of students tested is not the number that was used to calculate the achievement level percentages. The achievement level percentages are calculated using only students who received scores.
CAASPP Test Results in Science for All Students Percent of Students Scoring at Proficient or Advanced (meeting or exceeding the state standards)
Subject
School 2013-14
2014-15
District 2015-16
2013-14
2014-15
State 2015-16
2013-14
2014-15
2015-16
Science (grades 5, 8, and 10) Note: Science test results include California Standards Tests (CSTs), California Modified Assessment (CMA), and California Alternate Performance Assessment (CAPA) in grades five, eight, and ten. Note: Scores are not shown when the number of students tested is ten or less, either because the number of students in this category is too small for statistical accuracy or to protect student privacy.
2015-16 School Accountability Report Card for Caliber: Beta Academy
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CAASPP Test Results in Science by Student Group Grades Five, Eight, and Ten (School Year 2015-16) Student Group
Total Enrollment
# of Students with Valid Scores
% of Students with Valid Scores
% of Students Proficient or Advanced
All Students Note: Science test results include CSTs, CMA, and CAPA in grades five, eight, and ten. The “Proficient or Advanced” is calculated by taking the total number of students who scored at Proficient or Advanced on the science assessment divided by the total number of students with valid scores. Note: Scores are not shown when the number of students tested is ten or less, either because the number of students in this category is too small for statistical accuracy or to protect student privacy.
State Priority: Other Pupil Outcomes
The SARC provides the following information relevant to the Other Pupil Outcomes State Priority (Priority 8): •
Pupil outcomes in the subject areas of physical education.
California Physical Fitness Test Results (School Year 2015-16) Percent of Students Meeting Fitness Standards
Grade Level
Four of Six Standards
Five of Six Standards
Six of Six Standards
Note: Percentages are not calculated when the number of students tested is ten or less, either because the number of students in this category is too small for statistical accuracy or to protect student privacy.
C. Engagement State Priority: Parental Involvement
The SARC provides the following information relevant to the Parental Involvement State Priority (Priority 3): •
Efforts the school district makes to seek parent input in making decisions for the school district and each schoolsite.
Opportunities for Parental Involvement (School Year 2016-17) Caliber: Beta Academy hosts parent education opportunities each week and has an active Parent Teacher Partnership group (PTP). The PTP provides a forum for parents to meet each other, meet with teachers, share ideas with the school administration, and plan events for the school. The group meets on a monthly basis at the school and childcare is provided. Many parents volunteer throughout the school day in the classroom and around campus. Social events such as the Fall Festival, Science Night and Winter Music Concert bring the entire community together.
State Priority: School Climate
The SARC provides the following information relevant to the School Climate State Priority (Priority 6): • • •
Pupil suspension rates; Pupil expulsion rates; and Other local measures on the sense of safety.
Suspensions and Expulsions Rate
School
District
State
2013-14
2014-15
2015-16
2013-14
2014-15
2015-16
2013-14
2014-15
2015-16
Suspensions-------
0.0
0.0
0.0
7.3
6.3
4.5
4.4
3.8
3.7
Expulsions-------
0.0
0.0
0.0
0.0
0.0
0.0
0.1
0.1
0.1
School Safety Plan (School Year 2016-17) Caliber: Beta Academy maintains a school and student safety plan and has trained school staff and students on the safety procedures outlined in the plan. 2015-16 School Accountability Report Card for Caliber: Beta Academy
Page 10 of 13
This safety plan includes the following: * School Safety Team * Annual Safety Goals * Policies & Procedures * Child Abuse Policy & Procedure * Sexual Harassment Policy & Procedure * Suspension and Expulsion / Due Process * Dress and Groom Policy * Employee Security Policy * Emergency Disaster Procedures & Drills * Drill Schedules & Report * Emergency Contact Information * Procedures for Ingress & Egress * Emergency Evacuation: Principal’s check list * Emergency Evacuation: Teacher’s checklist * School Site Chain-of-Command Organization Chart * School Site Evacuation Map * Off Campus Evacuation Map * Emergency/Crisis 1st Level Response Protocol. Caliber: Beta Academy also abides by WCCUSD policies relating to Maintenance and Operations Services.
D. Other SARC Information The information in this section is required to be in the SARC but is not included in the state priorities for LCFF. Federal Intervention Program (School Year 2016-17) Indicator
School
District
Not in PI
Not In PI
Number of Schools Currently in Program Improvement
N/A
2
Percent of Schools Currently in Program Improvement
N/A
50.0
Program Improvement Status First Year of Program Improvement Year in Program Improvement*
Note: Cells with N/A values do not require data.
Average Class Size and Class Size Distribution (Elementary) 2013-14
2014-15
2015-16
Grade Level
Avg. Class Size
K
n/a
21
4
24
4
1
n/a
29.5
2
23
4
2
n/a
29
2
23
4
3
n/a
25
2
24
4
4
n/a
30
3
5
n/a
6
n/a
Other
n/a
Number of Classes 1-20
21-32
33+
Avg. Class Size
23
Number of Classes 1-20
21-32
33+
2
Avg. Class Size
20 27
Number of Classes 1-20
21-32
33+
3 3
Number of classes indicates how many classes fall into each size category (a range of total students per class).
2015-16 School Accountability Report Card for Caliber: Beta Academy
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Academic Counselors and Other Support Staff (School Year 2015-16) Number of FTE Assigned to School
Average Number of Students per Academic Counselor
Academic Counselor-------
0
n/a
Counselor (Social/Behavioral or Career Development)
1
N/A
Library Media Teacher (Librarian)
0
N/A
Library Media Services Staff (Paraprofessional)
0
N/A
Psychologist-------
.5
N/A
Social Worker-------
1
N/A
Nurse-------
.1
N/A
Speech/Language/Hearing Specialist
.5
N/A
Resource Specialist-------
3
N/A
Other-------
1
N/A
Title
Note: Cells with N/A values do not require data. *One Full Time Equivalent (FTE) equals one staff member working full time; one FTE could also represent two staff members who each work 50 percent of full time.
Expenditures per Pupil and School Site Teacher Salaries (Fiscal Year 2014-15) Expenditures Per Pupil Total
Supplemental/ Restricted
Basic/ Unrestricted
Average Teacher Salary
11,267
3,670
7,597
48,833
District-------
N/A
N/A
7,597
48,833
Percent Difference: School Site and District
N/A
N/A
0.0
0.0
State-------
N/A
N/A
Percent Difference: School Site and State
N/A
N/A
N/A
N/A
Level School Site-------
Note: Cells with N/A values do not require data.
Types of Services Funded (Fiscal Year 2015-16) At Caliber we provide a range of services to support student achievement. Students demonstrating academic need have an extended school day with targeted intervention instruction by the credentialed teaching team. We have collaborated with Reading Partners to offer 90 minute weekly one-on-one tutoring for students grades K-5 with significant reading needs. Personalized, adaptive software serves to support students who need remediation. Daily targeted small group instruction led by teachers and instructional assistants ensures that students are exposed to relevant, data-driven content in a setting conducive to rapid growth. Academic support is included in the school sponsored after school program. A robust RtI program provides access to highly specialized interventions to general education students. Students experience a wide range of field trip and elective courses including overnight trips to places such a Yosemite, a band program, dance classes, and much more.
2015-16 School Accountability Report Card for Caliber: Beta Academy
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Teacher and Administrative Salaries (Fiscal Year 2014-15) Category
District Amount
State Average for Districts In Same Category
Beginning Teacher Salary Mid-Range Teacher Salary Highest Teacher Salary Average Principal Salary (Elementary) Average Principal Salary (Middle) Average Principal Salary (High) Superintendent Salary Percent of Budget for Teacher Salaries Percent of Budget for Administrative Salaries For detailed information on salaries, see the CDE Certificated Salaries & Benefits Web page at http://www.cde.ca.gov/ds/fd/cs/.
Professional Development (Most Recent Three Years) All Caliber: Beta Academy, staff attend regular professional development sessions both during the school year (3 hours per week) and when school is not in session (an additional five 40 hour weeks). In addition, teachers are required to observe each other weekly, work in peer teams of four to develop professionally, and receive weekly feedback on their performance, goals, and growth from the administrative team. Professional development covers a variety of areas: * Developing teachers’ ability to plan in alignment with Common Core Standards, with a focus on Project Based Learning * Strategies and support for helping special populations, such as students with IEPs and English Learners, to achieve academically * Using data to inform instruction * Learning how to plan and teach in a personalized, blended learning environment * Implementation of the robust Social Emotional Programming at Caliber
2015-16 School Accountability Report Card for Caliber: Beta Academy
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Caliber: ChangeMakers Academy School Accountability Report Card Reported Using Data from the 2015-16 School Year Published During 2016-17
By February 1 of each year, every school in California is required by state law to publish a School Accountability Report Card (SARC). The SARC contains information about the condition and performance of each California public school. Under the Local Control Funding Formula (LCFF) all local educational agencies (LEAs) are required to prepare a Local Control and Accountability Plan (LCAP), which describes how they intend to meet annual school-specific goals for all pupils, with specific activities to address state and local priorities. Additionally, data reported in an LCAP is to be consistent with data reported in the SARC. •
For more information about SARC requirements, see the California Department of Education (CDE) SARC Web page at http://www.cde.ca.gov/ta/ac/sa/.
•
For more information about the LCFF or LCAP, see the CDE LCFF Web page at http://www.cde.ca.gov/fg/aa/lc/.
•
For additional information about the school, parents/guardians and community members should contact the school principal or the district office.
DataQuest DataQuest is an online data tool located on the CDE DataQuest Web page at http://dq.cde.ca.gov/dataquest/ that contains additional information about this school and comparisons of the school to the district and the county. Specifically, DataQuest is a dynamic system that provides reports for accountability (e.g., test data, enrollment, high school graduates, dropouts, course enrollments, staffing, and data regarding English learners). Internet Access Internet access is available at public libraries and other locations that are publicly accessible (e.g., the California State Library). Access to the Internet at libraries and public locations is generally provided on a first-come, first-served basis. Other use restrictions may include the hours of operation, the length of time that a workstation may be used (depending on availability), the types of software programs available on a workstation, and the ability to print documents.
About This School Contact Information (School Year 2016-17) School Contact Information School Name-------
Caliber: ChangeMakers Academy
Street-------
1357 Colusa Street
City, State, Zip-------
Vallejo, CA 94590
Phone Number------- 707-563-9827 Principal-------
Ms. Rachael Weingarten
E-mail Address-------
[email protected] Web Site-------
www.calibercma.org
CDS Code
48-70581-0134262
2015-16 School Accountability Report Card for Caliber: ChangeMakers Academy
Page 1 of 11
District Contact Information District Name-------
Vallejo City Unified School District
Phone Number------- 707-556-8921 Superintendent------ Dr. Ramona Bishop -E-mail Address-------
[email protected] Web Site-------
http://www.vallejo.k12.ca.us/
School Description and Mission Statement (School Year 2016-17) Description: Caliber Schools are free, public, non-selective charter schools offering a rigorous, personalized, college preparatory education for Bay Area students. Caliber: ChangeMakers Academy, which opened in August 2016, currently serves approximately 300 TK-3 and 6th grade students at our campus in Vallejo, CA. In the next two years we will add 4th/5th and 7th/8th grade students and serve TK-8. Mission: Our mission is to provide students with a challenging, engaging, and personalized education that equips them with the knowledge, character, and skills they will need to succeed in competitive colleges, careers, and communities. We believe every child can succeed in college and life if they are given the opportunity. Unfortunately, too many students never get this chance. The American education system is failing students in under-resourced communities. Students in many districts graduate high school without the essential skills or knowledge they need to succeed in college and beyond. In contrast, Caliber Schools provides a free, safe, personalized, high quality education that includes a robust academic program. We teach critical life skills such as conflict resolution and goal setting. All Caliber students participate in our daily coding, robotics, and engineering program, as well as a rigorous writing program. We prepare all of our students to graduate from a four-year college without remediation. We achieve this mission through 9 core components of our educational model: * Personalized learning * Project-based science and social studies * Blended English and Math * Collaboration in grade teams * Emotional intelligence * Daily writing * Longer school day * Enrichment * Computer coding and computational thinking Read more about each of these here: http://www.caliberschools.org/how-were-different.html Student Enrollment by Grade Level (School Year 2015-16) Grade Level
Number of Students
Student Enrollment by Group (School Year 2015-16) Student Group
2015-16 School Accountability Report Card for Caliber: ChangeMakers Academy
Percent of Total Enrollment
Page 2 of 11
A. Conditions of Learning State Priority: Basic
The SARC provides the following information relevant to the Basic State Priority (Priority 1): • Degree to which teachers are appropriately assigned and fully credentialed in the subject area and for the pupils they are teaching; • Pupils have access to standards-aligned instructional materials; and • School facilities are maintained in good repair. Teacher Credentials School
Teachers
District
2014-15
2015-16
2016-17
2016-17
With Full Credential
n/a
n/a
6
6
Without Full Credential
n/a
n/a
3
3
Teaching Outside Subject Area of Competence (with full credential)
n/a
n/a
0
0
Teacher Misassignments and Vacant Teacher Positions Indicator
2014-15
2015-16
2016-17
Misassignments of Teachers of English Learners
n/a
n/a
0
Total Teacher Misassignments *
n/a
n/a
5
Vacant Teacher Positions
n/a
n/a
0
Note: “Misassignments” refers to the number of positions filled by teachers who lack legal authorization to teach that grade level, subject area, student group, etc. * Total Teacher Misassignments includes the number of Misassignments of Teachers of English Learners.
Core Academic Classes Taught by Highly Qualified Teachers (School Year 2015-16) Location of Classes
Percent of Classes In Core Academic Subjects Taught by Highly Qualified Teachers
Not Taught by Highly Qualified Teachers
This School All Schools in District High-Poverty Schools in District Low-Poverty Schools in District Note: High-poverty schools are defined as those schools with student eligibility of approximately 40 percent or more in the free and reduced price meals program. Low-poverty schools are those with student eligibility of approximately 39 percent or less in the free and reduced price meals program.
Quality, Currency, Availability of Textbooks and Instructional Materials (School Year 2016-17) Year and month in which data were collected: January 2017 Caliber's curriculum relies heavily on the use of adaptive instructional software instead of traditional textbooks. As a result, the materials reported here include many software tools that we use in different areas of our curriculum. In addition to the many instructional benefits of using software such as this (e.g., permitting highly personalized instruction), the school also benefits because the software is automatically updated over time, and is easily available to all students. As a result, all students have access to the most recent versions at all times.
2015-16 School Accountability Report Card for Caliber: ChangeMakers Academy
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Textbooks and Instructional Materials/ Year of Adoption
Subject
From Most Recent Adoption?
Percent of Students Lacking Own Assigned Copy
Reading/Language Arts
Raz Kids i-Ready ThinkCerca Newsela Units of Study in Opinion, Information, and Narrative Writing Reading A-Z Leveled Literacy Instruction (LLI) No Red Ink
Yes
0.0
Mathematics
Dream Box Zeal Zearn Khan Academy Engage NY Zearn Notebooks
Yes
0.0
Science
Birdbrain
Yes
0.0
History-Social Science
DBQ curriculum
Yes
0.0
Foreign Language
0.0
Health
0.0
Visual and Performing Arts
0.0
Science Laboratory Equipment (grades 9-12)
0.0
School Facility Conditions and Planned Improvements (Most Recent Year) Caliber: ChangeMakers Academy works in close cooperation with the Vallejo City Unified School District (VCUSD) to provide a facility that is safe and clean. VCUSD has allocated facilities to Caliber: ChangeMakers Academy under Prop. 39 and is responsible for the good repair of them. As this is a new school and a new site, VCUSD and SCOE have not yet conducted a FIT report on most of the facilities we have been allocated. Caliber maintains responsibility for ensuring the day-to-day cleanliness of the facility. The school custodial staff carries out daily cleaning schedules to ensure a clean and safe school. School Facility Good Repair Status (Most Recent Year) School Facility Good Repair Status (Most Recent Year) Year and month of the most recent FIT report: n/a, see below System Inspected
Repair Status Good
Fair
Poor
Repair Needed and Action Taken or Planned
Systems: Gas Leaks, Mechanical/HVAC, Sewer Interior: Interior Surfaces
2015-16 School Accountability Report Card for Caliber: ChangeMakers Academy
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School Facility Good Repair Status (Most Recent Year) Year and month of the most recent FIT report: n/a, see below Repair Status
System Inspected
Good
Fair
Repair Needed and Action Taken or Planned
Poor
Cleanliness: Overall Cleanliness, Pest/ Vermin Infestation Electrical: Electrical Restrooms/Fountains: Restrooms, Sinks/ Fountains Safety: Fire Safety, Hazardous Materials Structural: Structural Damage, Roofs External: Playground/School Grounds, Windows/ Doors/Gates/Fences Overall Facility Rating (Most Recent Year) Year and month of the most recent FIT report: n/a, see below Overall Rating
Exemplary
Good
Fair
Poor
B. Pupil Outcomes State Priority: Pupil Achievement
The SARC provides the following information relevant to the State priority: Pupil Achievement (Priority 4): • Statewide assessments (i.e., California Assessment of Student Performance and Progress [CAASPP] System, which includes the Smarter Balanced Summative Assessments for students in the general education population and the California Alternate Assessments [CAAs] for English language arts/literacy [ELA] and mathematics given in grades three through eight and grade eleven. The CAAs have replaced the California Alternate Performance Assessment [CAPA] for ELA and mathematics, which were eliminated in 2015. Only eligible students may participate in the administration of the CAAs. CAA items are aligned with alternate achievement standards, which are linked with the Common Core State Standards [CCSS] for students with significant cognitive disabilities); and • The percentage of students who have successfully completed courses that satisfy the requirements for entrance to the University of California and the California State University, or career technical education sequences or programs of study CAASPP Test Results in English Language Arts/Literacy (ELA) and Mathematics for All Students Percent of Students Meeting or Exceeding the State Standards (grades 3-8 and 11)
Subject
School 2014-15
District 2015-16
2014-15
State 2015-16
2014-15
2015-16
English Language Arts/Literacy Mathematics Note: Percentages are not calculated when the number of students tested is ten or less, either because the number of students in this category is too small for statistical accuracy or to protect student privacy.
CAASPP Test Results in ELA by Student Group Grades Three through Eight and Grade Eleven (School Year 2015-16) Number of Students Student Group
Grade
Enrolled
Tested
Percent of Students Standard Met or Tested Exceeded
Note: ELA test results include the Smarter Balanced Summative Assessment and the CAA. The “Percent Met or Exceeded” is calculated by taking the total number of students who met or exceeded the standard on the Smarter Balanced Summative Assessment plus the total number of students who met the standard on the CAAs divided by the total number of students who participated in both assessments. 2015-16 School Accountability Report Card for Caliber: ChangeMakers Academy
Page 5 of 11
Double dashes (--) appear in the table when the number of students is ten or less, either because the number of students in this category is too small for statistical accuracy or to protect student privacy. Note: The number of students tested includes all students who participated in the test whether they received a score or not; however, the number of students tested is not the number that was used to calculate the achievement level percentages. The achievement level percentages are calculated using only students who received scores.
CAASPP Test Results in Mathematics by Student Group Grades Three through Eight and Grade Eleven (School Year 2015-16) Number of Students Student Group
Grade
Enrolled
Tested
Percent of Students Standard Met or Tested Exceeded
Note: Mathematics test results include the Smarter Balanced Summative Assessment and the CAA. The “Percent Met or Exceeded” is calculated by taking the total number of students who met or exceeded the standard on the Smarter Balanced Summative Assessment plus the total number of students who met the standard on the CAAs divided by the total number of students who participated in both assessments. Double dashes (--) appear in the table when the number of students is ten or less, either because the number of students in this category is too small for statistical accuracy or to protect student privacy. Note: The number of students tested includes all students who participated in the test whether they received a score or not; however, the number of students tested is not the number that was used to calculate the achievement level percentages. The achievement level percentages are calculated using only students who received scores.
CAASPP Test Results in Science for All Students Percent of Students Scoring at Proficient or Advanced (meeting or exceeding the state standards)
Subject
School 2013-14
2014-15
District 2015-16
2013-14
2014-15
State 2015-16
2013-14
2014-15
2015-16
Science (grades 5, 8, and 10) Note: Science test results include California Standards Tests (CSTs), California Modified Assessment (CMA), and California Alternate Performance Assessment (CAPA) in grades five, eight, and ten. Note: Scores are not shown when the number of students tested is ten or less, either because the number of students in this category is too small for statistical accuracy or to protect student privacy.
CAASPP Test Results in Science by Student Group Grades Five, Eight, and Ten (School Year 2015-16) Student Group
Total Enrollment
# of Students with Valid Scores
% of Students with Valid Scores
% of Students Proficient or Advanced
All Students Note: Science test results include CSTs, CMA, and CAPA in grades five, eight, and ten. The “Proficient or Advanced” is calculated by taking the total number of students who scored at Proficient or Advanced on the science assessment divided by the total number of students with valid scores. Note: Scores are not shown when the number of students tested is ten or less, either because the number of students in this category is too small for statistical accuracy or to protect student privacy.
Career Technical Education Programs (School Year 2015-16) N/A Career Technical Education Participation (School Year 2015-16) Measure
CTE Program Participation
Number of pupils participating in CTE
N/A
% of pupils completing a CTE program and earning a high school diploma
N/A
% of CTE courses sequenced or articulated between the school and institutions of postsecondary education
N/A
2015-16 School Accountability Report Card for Caliber: ChangeMakers Academy
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Courses for University of California (UC) and/or California State University (CSU) Admission UC/CSU Course Measure
Percent
2015-16 Pupils Enrolled in Courses Required for UC/CSU Admission 2014-15 Graduates Who Completed All Courses Required for UC/CSU Admission
State Priority: Other Pupil Outcomes
The SARC provides the following information relevant to the Other Pupil Outcomes State Priority (Priority 8): •
Pupil outcomes in the subject areas of physical education.
California Physical Fitness Test Results (School Year 2015-16) Percent of Students Meeting Fitness Standards
Grade Level
Four of Six Standards
Five of Six Standards
Six of Six Standards
Note: Percentages are not calculated when the number of students tested is ten or less, either because the number of students in this category is too small for statistical accuracy or to protect student privacy.
C. Engagement State Priority: Parental Involvement
The SARC provides the following information relevant to the Parental Involvement State Priority (Priority 3): •
Efforts the school district makes to seek parent input in making decisions for the school district and each schoolsite.
Opportunities for Parental Involvement (School Year 2016-17) Caliber: ChangeMakers Academy hosts parent education opportunities monthly and has an active Family Connections Committee (FCC). The FCC provides a forum for parents to meet each other, meet with teachers, share ideas with the school administration, and plan events for the school. The group meets on a monthly basis at the school and childcare is provided. Many parents volunteer throughout the school day in the classroom and around campus. Social events such as the Fall Festival, Science Night and Winter Music Concert bring the entire community together.
State Priority: Pupil Engagement
The SARC provides the following information relevant to the Pupil Engagement State Priority (Priority 5): • •
High school dropout rates; and High school graduation rates.
Dropout Rate and Graduation Rate (Four-Year Cohort Rate) Indicator
School 2012-13
2013-14
District 2014-15
2012-13
2013-14
State 2014-15
2012-13
2013-14
2014-15
Dropout Rate Graduation Rate Completion of High School Graduation Requirements - Graduating Class of 2015 (One-Year Rate) Group
2015-16 School Accountability Report Card for Caliber: ChangeMakers Academy
Graduating Class of 2015 School
District
State
Page 7 of 11
State Priority: School Climate
The SARC provides the following information relevant to the School Climate State Priority (Priority 6): • • •
Pupil suspension rates; Pupil expulsion rates; and Other local measures on the sense of safety.
Suspensions and Expulsions Rate
School 2013-14
2014-15
District 2015-16
2013-14
2014-15
State 2015-16
2013-14
2014-15
2015-16
Suspensions------Expulsions------School Safety Plan (School Year 2016-17) Caliber: ChangeMakers Academy maintains a school and student safety plan and has trained school staff and students on the safety procedures outlined in the plan. This safety plan includes the following: * School Safety Team * Annual Safety Goals * Policies & Procedures * Child Abuse Policy & Procedure * Sexual Harassment Policy & Procedure * Suspension and Expulsion / Due Process * Dress and Groom Policy * Employee Security Policy * Emergency Disaster Procedures & Drills * Drill Schedules & Report * Emergency Contact Information * Procedures for Ingress & Egress * Emergency Evacuation: Principal’s check list * Emergency Evacuation: Teacher’s checklist * School Site Evacuation Map * Off Campus Evacuation Map * Emergency/Crisis 1st Level Response Protocol. Caliber: ChangeMakers Academy also abides by VCUSD policies relating to Maintenance and Operations Services.
D. Other SARC Information The information in this section is required to be in the SARC but is not included in the state priorities for LCFF. Federal Intervention Program (School Year 2016-17) Indicator
School
District
Program Improvement Status First Year of Program Improvement Year in Program Improvement* Number of Schools Currently in Program Improvement
N/A
Percent of Schools Currently in Program Improvement
N/A
Note: Cells with N/A values do not require data.
2015-16 School Accountability Report Card for Caliber: ChangeMakers Academy
Page 8 of 11
Average Class Size and Class Size Distribution (Elementary) 2013-14
2014-15
2015-16
Grade Level
Avg. Class Size
K
n/a
n/a
n/a
1
n/a
n/a
n/a
2
n/a
n/a
n/a
3
n/a
n/a
n/a
4
n/a
n/a
n/a
5
n/a
n/a
n/a
6
n/a
n/a
n/a
Other
n/a
n/a
n/a
Number of Classes 1-20
21-32
33+
Avg. Class Size
Number of Classes 1-20
21-32
33+
Avg. Class Size
Number of Classes 1-20
21-32
33+
Number of classes indicates how many classes fall into each size category (a range of total students per class).
Average Class Size and Class Size Distribution (Secondary) 2013-14 Subject
Avg. Class Size
2014-15
Number of Classrooms 1-22
23-32
33+
Avg. Class Size
2015-16
Number of Classrooms 1-22
23-32
33+
Avg. Class Size
Number of Classrooms 1-22
23-32
33+
English---------------Mathematics
---------Science---------------Social Science
Note: Number of classes indicates how many classrooms fall into each size category (a range of total students per classroom). At the secondary school level, this ---------information is reported by subject area rather than grade level.
Academic Counselors and Other Support Staff (School Year 2015-16) Number of FTE Assigned to School
Average Number of Students per Academic Counselor
Academic Counselor-------
0
0
Counselor (Social/Behavioral or Career Development)
1
N/A
Library Media Teacher (Librarian)
0
N/A
Library Media Services Staff (Paraprofessional)
0
N/A
Psychologist-------
0
N/A
Social Worker-------
0
N/A
Nurse-------
0
N/A
Speech/Language/Hearing Specialist
0
N/A
Resource Specialist-------
1
N/A
Other-------
0
N/A
Title
Note: Cells with N/A values do not require data. *One Full Time Equivalent (FTE) equals one staff member working full time; one FTE could also represent two staff members who each work 50 percent of full time.
2015-16 School Accountability Report Card for Caliber: ChangeMakers Academy
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Expenditures per Pupil and School Site Teacher Salaries (Fiscal Year 2014-15) Expenditures Per Pupil Total
Supplemental/ Restricted
Basic/ Unrestricted
Average Teacher Salary
School Site-------
N/A
N/A
N/A
N/A
District-------
N/A
N/A
N/A
Percent Difference: School Site and District
N/A
N/A
N/A
N/A
State-------
N/A
N/A
Percent Difference: School Site and State
N/A
N/A
N/A
N/A
Level
Note: Cells with N/A values do not require data.
Types of Services Funded (Fiscal Year 2015-16) Not applicable. The school is in its first year in 2016-17, so it was not open in 2015-16. Teacher and Administrative Salaries (Fiscal Year 2014-15) Category
District Amount
State Average for Districts In Same Category
Beginning Teacher Salary Mid-Range Teacher Salary Highest Teacher Salary Average Principal Salary (Elementary) Average Principal Salary (Middle) Average Principal Salary (High) Superintendent Salary Percent of Budget for Teacher Salaries Percent of Budget for Administrative Salaries For detailed information on salaries, see the CDE Certificated Salaries & Benefits Web page at http://www.cde.ca.gov/ds/fd/cs/.
Advanced Placement (AP) Courses (School Year 2015-16) Subject
Number of AP Courses Offered*
Percent of Students In AP Courses
Computer Science
N/A
English-------
N/A
Fine and Performing Arts
N/A
Foreign Language
N/A
Mathematics
N/A
Science-------
N/A
Social Science
N/A
All courses Cells with N/A values do not require data. *Where there are student course enrollments of at least one student.
Professional Development (Most Recent Three Years) All Caliber: ChangeMakers Academy staff attend regular professional development sessions both during the school year (3 hours per week) and when school is not in session (an additional three 40-hour weeks). In addition, teachers work in peer teams to develop professionally and are observed and receive feedback on their performance, goals, and growth from the administrative team weekly. Professional development covers a variety of areas: * Developing teachers’ ability to plan in alignment with Common Core Standards, with a focus on Project Based Learning 2015-16 School Accountability Report Card for Caliber: ChangeMakers Academy
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* Strategies and support for helping special populations, such as students with IEPs and English Learners, to achieve academically * Using data to inform instruction * Learning how to plan and teach in a personalized, blended learning environment * Implementation of the robust Social Emotional Programming at Caliber
2015-16 School Accountability Report Card for Caliber: ChangeMakers Academy
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