MEETING NOTES

 

Advisory Commission on Charter Schools

An Advisory Body to the State Board of Education

 

LIONSGATE

Conference Room B

3410 Westover Street

McClennan, California

 

Thursday, August 22, 2002

 

MEMBERS PRESENT

Mark Kushner, Chair

Steve Barr

Tom Conry

Linda Frost

Beth Hunkapiller

Marta Reyes

Jan Sterling*

Johnathan Williams

Vacancy

 

* Jan Sterling is the State Superintendent of Public Instruction’s designee. 

 

PRINCIPAL STAFF TO THE ADVISORY COMMISSION

Eileen Cubanski, Administrator, CDE Charter Schools Office

Greg Geeting, Assistant Executive Director, State Board of Education

 

Call to Order.  Mr. Kushner called the meeting to order at 10:20 a.m.   

 

Flag Salute.  Mr. Kushner asked Mr. Geeting to lead the members, staff, and audience in the Pledge of Allegiance.

 

Tentative Agenda.  Mr. Kushner indicated that the tentative agenda for the day would be (1) an update on AB 14, the legislation dealing with the charter school set aside in the forthcoming school bond act, Proposition 47; (2) special education and charter schools; (3) the petition to establish the School of Arts and Enterprise; (4) continuous enrollment of individuals over the age of 19 in charter schools; (5) the SB 740 Charter School Facility Grant Program; and (6) SB 740 determinations of funding for 2002-03 (and beyond).

 

Introductions.  The members of the Advisory Commission introduced themselves along with staff.  Mr. Kushner then invited audience members to introduce themselves briefly and indicate the organizations (if any) they represented. 

 

Update on AB 14, implementation legislation for the forthcoming school bond act, Proposition 47.  Duwayne Brooks, Director of the School Facilities Planning Division of the California Department of Education (CDE) briefed the members on AB 14.  He indicated that a meeting was to be held later in the day ostensibly to finalize the measure.  He commented that the most controversial feature of the measure would probably be the respective roles to be played by the State Allocation Board (SAB) and the California School Finance Authority (CSFA).  Among other features he mentioned were:

Considerable informal discussion followed Mr. Brooks’ presentation.  Mr. Barr expressed concern about the role of districts in the proposal; the district appears to retain the ownership interest even though the charter school bears the financial responsibility.  Mr. Williams expressed his personal preference for consolidating implementation of the statutory provisions in the CSFA and excluding the SAB; the SAB has proven a considerable bottleneck in the process of disbursing bond act funds.  Mr. Conry inquired about provisions that would prevent “double dipping” by counting students for more than one allocation.  Mr. Kushner commented that the charter school set aside appeared to be a win-win situation for districts that need to increase capacity due to growing student load and that will have obligations to charter schools under the provisions of Proposition 39.  He inquired about the current interest rate for 30-year lease payments (which is to be the earnings rate on the state’s Pooled Money Investment Account at the time the allocation is made); he expressed concern about the district holding title to the property/facility; he also inquired about the years-of-experience qualification for charter schools.

Mr. Brooks indicated that the $100 million was only expected to cover 8-10 projects.  Ms. Hunkapiller clarified that the current proposal was to have the chartering authority certify as to the applicant school’s educational soundness.  Ms. Frost inquired about Field Act compliance.  Mr. Brooks discussed “Field Act equivalency” at some length, and suggested that the Advisory Commission have a separate presentation on that subject from the Office of the State Architect.  Mr. Kushner asked if staff would try to arrange for such a presentation at the next meeting.  Mr. Barr commented that it was important to have a system of “checks and balances” to ensure that funds are being used as intended; no such system is ever going to be perfect, but overall the directions being taken in AB 14 appear solid. 

Mr. Kushner inquired as to whether there were any public comments on the topics discussed with Mr. Brooks or any questions for Mr. Brooks. 

Public Comments.  Mr. Kushner noted that Glenda Driver (Insight Communications) had requested to speak to a matter not on the agenda.  In accordance with the Bagley-Keene Open Meeting Act, she would be allowed to make a presentation for information.  Mr. Kushner requested that she limit her remarks to three minutes.

Ms. Driver indicated that she wished to present information about Sharwin Charter School Academy which has been chartered by the Del Paso Heights School District.  She indicated that despite what she (and other supporters of the school) felt to be high quality applications, the school had not received either a revolving loan or an implementation grant.  She indicated that the school would be seeking “special project status” at the federal level.  Subsequently, Mr. Kushner allocated an additional three minutes for Gary M. Underhill (Image Works Architects, Inc.) to present a set of architectural drawings of Sharwin Charter School Academy. 

Ms. Cubanski summarized the review process for revolving loan and implementation grant applications.  Mr. Kushner and Mr. Barr commented that they too had had the experience of having applications rejected.  Ms. Reyes commented on her experiences as a reader in the review process for implementation grant applications; she indicated that she felt the review process was very fair and impartial.  Mr. Kushner thanked the presenters on the Advisory Commission’s behalf and wished them well in their efforts.

School of Arts and Enterprise.  Mr. Kushner invited Mr. Conry to facilitate this part of the meeting.  Mr. Conry inquired whether there were any opponents to the petition present, noting that a letter of opposition had been received from the Superintendent of the Pomona Unified School District.  No opponents were present.  Mr. Conry then indicated that the Advisory Commission would proceed by first hearing a summary of the staff report on the petition, then hearing a presentation by the petitioners (during which they could address the findings of the staff report), then having Advisory Commission discussion and (based upon the members’ views at that time) action to recommend or not to recommend approval by the State Board.

Deborah Connelly, who oversees State Board chartered schools, presented the staff report.  She indicated that staff felt there were sufficient reasons to recommend denial of the petition, including issues pertaining to the educational program (e.g., the lack of clarity on dealing with students who (upon entry) are substantially below grade level in reading and mathematics and uncertainties around SELPA participation); likelihood of successful implementation (e.g., potential governing board conflicts and the proposed facility); inadequacies in the proposed budget; pupil health and safety (e.g., vision, hearing, and scoliosis screening); pupil suspension and expulsion; and dispute resolution.  If the Advisory Commission were to be inclined to recommend that the State Board approve the petition, staff outlined a number of approval conditions for the Advisory Commission’s consideration.

Mr. Conry invited comments and clarifying questions from Advisory Commission members specifically regarding the staff presentation.  Mr. Barr indicated that he would suggest more flexibility on the dates for addressing the various conditions set forth in the staff analysis.  Mr. Kushner noted that the letter from Pomona Unified mentioned that the petitioners had not submitted sufficient signatures; Ms. Connelly indicated that the signatures “appeared to be sufficient,” but reminded the members that she did not have the capability to verify the signatures independently.  Mr. Kushner also commented on the proposed facility’s compliance with the Americans with Disabilities Act.

Paul Minney (attorney representing the petitioners) sought clarification on the proposed condition that approval of the charter be negated if time deadlines for individual requirements are not met versus the more traditional type of condition under which the school would remain an entity (even though a specified deadline is not met) but not be permitted to commence operations.  He asked what effect staff were seeking to achieve.  Mr. Kushner indicated that he didn’t feel he understood completely the advantages and disadvantages of the two approaches and, therefore, would not be inclined to change from the more traditional approach.  Ms. Hunkapiller inquired about the SELPA issue, which has been a difficult one for all of the State Board chartered schools.  Petitioner Simeon Slovacek (Professor, Division of Educational Foundations and Interdivisional Studies, Charter College of Education, CSU Los Angeles) indicated that flexibility on the dates would be desirable (particularly with respect to SELPA participation) because the petitioners cannot control the actions of others.  Mr. Geeting commented that for conditions to be meaningful, they need to have reasonably early time deadlines; as one gets closer to the opening of school, it becomes increasingly difficult to deny approval for the school to become operational because of the commitments that have been made to parents (guardians) and students.

Mr. Conry indicated that rather than have the petitioners begin their presentation, then have to interrupt it for the lunch break, he would call for the lunch break now and hear them immediately after the Advisory Commission reassembled. 

Lunch Break.  12:30 p.m. – 1:57 p.m.

School of Arts and Enterprise (continued).  Mr. Slovacek began the petitioners’ presentation, noting that it had really been “the community” that had called for the creation of this school.  Ultimately, the school is envisioned to have about 480 students, but it would begin with grade nine only, then add one grade per year.  The school’s objective is truly to address the state’s Visual and Performing Arts Standards, but in such a way (through project- and inquiry-based learning – a hands-on approach to involve working artists in the Pomona area) that students would qualify for high school graduation and for UC and CSU admission having completed required coursework in all subjects.  He then introduced members of the SAE team who, in turn, addressed various aspects of the petition.

Lucille H. Berger (Assistant Principal, Division of Alternative Education, Los Angeles County Office of Education) and Barbara M. Morton (Vice President, Contracted Special Education Services, Total Education Solutions) addressed the SELPA participation issue and how the school would be prepared to meet fully the need for programs and services by any disabled students who might enroll.  Ms. Berger also addressed the matter of underachieving students, indicating that a variety of strategies would be used with them, in keeping with the experience at the existing International Polytechnic High School.  Alonzo B. Anderson (Executive Director, The Institute for the Collaboration in Education) noted that this school would be built upon the substantial (5-6 years) base of experience of the International Polytechnic High School operated by the LA County Office.  Teachers define the curriculum; students have to apply knowledge on a high-order level in a variety of subjects to complete the projects; students often “demand” from teachers the knowledge they need to complete the projects.  Student achievement is very high.

Constantine J. Singer, teacher, International Polytechnic High School, indicated that the curriculum in project-based learning begins with the state’s content standards.  Each project is significantly reflective of the standards, and International Polytechnic has had no difficulty in having project-based courses approved for the UC/CSU a-g requirements.  Assessments are built into the projects as they proceed.  Instead of remediation, project-based learning relies on acceleration.  The plan includes after-school and summer activities to ensure that students achieve at a high level.  The International Polytechnic experience has been about a 90 percent college-going rate – significantly above other public schools.

Edward Tessier (Pomona Arts Colony) addressed the facility issue, indicating that the primary facility would be located at 401 South Main Street.  This facility is located in the center of a thriving arts community in Pomona.  Within a very short walking distance of this facility, students can experience real-world artists at work.  It’s a very safe environment.  A partnership with Western University is planned.

Mr. Minney indicated that the petitioners generally had no problem with the petition changes and clarifications recommended in the CDE staff analysis, but that the timing of meeting the various conditions was problematic.  He urged the Advisory Commission to separate the consideration of the substance of conditions from the timeline for completion of them.

Mr. Conry invited comments and questions from Advisory Commission members.

Mr. Conry asked whether there was a motion on a recommendation to the State Board.

Mr. Conry indicated his understanding that the general consensus of the group favored the conditions recommended by staff, although in limited respects the conditions themselves raised concerns with some members.  He suggested that the Advisory Commission turn its attention first to the proposed deadlines.  Following discussion, each of the following amendments to the main motion was approved by consensus or, as noted, by vote.

Prior to the final vote, Mr. Conry indicated that he looked forward to visiting this school and felt it had all the ingredients to be an outstanding school.  However, he indicated that he would vote against the motion as a whole because he did not want to see State Board chartering become an easy route for rejected charters.  He felt the petitioners should have taken this charter proposal back to Pomona Unified for reconsideration prior to coming to the State Board.  Mr. Barr commented that there appears to be a philosophical problem with chartering in Pomona; the option to come to the State Board is an important one for leveraging a change of attitude in districts.

·        RECOMMENDATION APPROVED:  Mr. Kushner moved, in keeping with the discussion and recommendations reported above, that the Advisory Commission recommend to the State Board of Education that it grant approval of (and assign a charter number to) the petition by Haven Gallery to establish the School of Arts and Enterprise (SAE) for a three-year period (from July 1, 2003, through June 30, 2006), subject to the petitioners (or their designees) satisfying the following conditions (and such other conditions at the State Board may specify):

(1) Not later than May 1, 2003 (or such earlier time as SAE may employ individuals or acquire or lease property or facilities for which insurance would be customary), submit documentation of adequate insurance coverage, including liability insurance, which shall be based on the type and amount of insurance coverage maintained in similar settings.

(2) Not later than January 1, 2003, either (a) accept an agreement with the State Board of Education (administered through the California Department of Education) to be the direct oversight entity for the school, specifying the scope of oversight and reporting activities, including, but not limited to, adequacy and safety of facilities; or (b) enter into an appropriate agreement between the charter school, the State Board of Education (as represented by the Executive Director of the State Board), and an oversight entity (pursuant to Education Code Section 47605(k)(1)) regarding the scope of oversight and reporting activities, including, but not limited to, adequacy and safety of facilities.

(3) Not later than February 1, 2003, submit written verification of having applied to a special education local plan area (SELPA) for membership as an local education agency and, not later than June 1, 2003, submit either written verification that the school is (or will be at the time students are being served) participating in the SELPA, or an agreement between a SELPA, a school district that is a member of the SELPA, and SAE that describes the roles and responsibilities of each party and that explicitly states that the SELPA and the district consider SAE’s students to be students of the school district in which SAE is physically located for purposes of special education programs and services (which is the equivalent of participation in the SELPA).  Satisfaction of this condition should be determined by the Executive Director of the State Board of Education based primarily on the advice of the State Director of Special Education.

(4) Not later than January 1, 2003, submit a description of the curriculum development process the school will use and the scope and sequence for grades 9-12 envisioned by the school; and, not later than July 1, 2003, submit the complete educational program for students to be served in the first year (anticipated to be grade nine students only), including but not limited to, a description of the curriculum and identification of the basic instructional materials to be used, plans for professional development of instructional personnel to deliver the curriculum and use the instructional materials, identification of specific assessments that will be used in addition to the results of the Standardized Testing and Reporting (STAR) program in evaluating student progress, and a budget which clearly identifies the core program from enrichment activities and reflects only those loans, grants, and lines of credit (if any) that have been secured by the petitioners.  Satisfaction of this condition should be determined by the Executive Director of the State Board of Education based primarily on the advice of the Deputy Superintendent for Curriculum and Instructional Leadership.

(5) Not later than May 1, 2003, submit for approval the specific means to be used for student attendance accounting and reporting that will be satisfactory to support state average daily attendance claims and satisfy any audits related to attendance that may be conducted.  Satisfaction of this condition should be determined by the Executive Director of the State Board of Education based primarily on the advice of the Director of the School Fiscal Services Division.

(6) Not later than January 1, 2003, present a written agreement (e.g., a lease of similar document) indicating SAE’s right to use the principal school site identified by the petitioners for at least the first year of the school’s operation and evidence that the facility will be adequate for the school’s needs.  Not later than June 1, 2003, present a written agreement (or agreements) indicating SAE’s right to use any ancillary facilities planned for use in the first year of operation.  Satisfaction of these conditions should be determined by the Executive Director of the State Board of Education based primarily on the advice of the Director of the School Facilities Management Division.

(7) Not less than 30 days prior to the school’s opening, present evidence that the facility is located in an area properly zoned for operation of a school and has been cleared for student occupancy by all appropriate local authorities.  For good cause, the Executive Director of the State Board of Education may reduce this requirement to fewer than 30 days, but may not reduce the requirement to fewer than 10 days.  Satisfaction of this condition should be determined by the Executive Director of the State Board of Education based primarily on the advice of the Director of the School Facilities Management Division.

(8) Not later than January 1, 2003, present a final charter that includes all provisions and/or modifications of provisions that reflect appropriately the State Board of Education as the chartering authority and otherwise address all concerns identified by California Department of Education staff (except the CDE staff recommendation regarding composition of the SAE governing board) and that includes a specification that the school will not operate satellite schools or campuses without the prior written approval of the Executive Director of the State Board of Education based primarily on the advice of appropriate CDE staff.  The Advisory Commission recommends that the composition of the SAE governing board not be further constrained than is provided for under applicable provisions of non-profit public benefit corporation law.

(9) In the final charter presented pursuant to condition (8), resolve any provisions related to legal issues that may be identified by the State Board’s Chief Counsel.

(10) Prior to the employment of any individuals by SAE, present evidence that SAE has made appropriate arrangements for the processing of the employees’ retirement contributions to the Public Employees’ Retirement System (PERS) and the State Teachers’ Retirement System (STRS).

(11) If any deadline specified in these conditions is not met, approval of the charter is terminated, unless the State Board of Education deletes or extends the deadline not met.  If SAE is not in operation by September 30, 2004, approval of the charter is terminated.

Mr. Barr seconded the motion.  The motion was approved by a vote of 7-1.  Mr. Conry voted against the motion.

Mr. Kushner thanked Mr. Conry for facilitating consideration of the SAE petition.

Break.  4:42 – 4:56 p.m.

Special education and charter schools.  Mr. Kushner noted that the invited guests who were to address this topic had to cancel their appearances due to unforeseen circumstances.  He also noted that a background paper had been circulated with a suggestion related to a uniform, statewide process for resolving disputes regarding the admission of charter schools to SELPAs as local education agencies.  He asked if there were any public comments regarding the background paper and proposal.  There were none.

Continuous enrollment in charter schools of individuals over the age of 19.  Mr. Geeting summarized a background paper that he had been circulated on this topic which included a proposed regulation for the members’ consideration.  Ms. Cubanski noted that there had been considerable internal discussion regarding the traditional CDE position that there is no maximum age for charter school enrollment provided (1) enrollment remained continuous, (2) the individual received a comprehensive, full-time-basis high school curriculum leading toward a diploma, and (3) the individual received passing grades.  She commented that a number of reports (including press reports) had revealed apparently substantial numbers of 30- and 40-year-old students being claimed for apportionment and being funded at the K-12 revenue limit, but receiving only the equivalent of GED preparation.  Mr. Geeting commented that the proposed regulation (by having a delayed effective day) was designed to be a compromise that would provide for an orderly transition of adult students to other educational opportunities.

Mr. Kushner and Ms. Hunkapiller asked why charter schools would be targeted for this provision.  Mr. Geeting indicated that it is because of the specific statute establishing conditions on individuals over the age of 19, although he suggested that a companion regulation providing the same for non-charter schools would probably not meet with substantial opposition.  Ms. Cubanski commented that in non-charter high schools its impractical to mix substantially older students with students who are traditional high school ages.  Ms. Frost indicated that if something broader were to be contemplated, care must be taken no to exclude older students from regional occupation centers and programs where they are allowed.  Mr. Kushner asked for public comment.

·        Chuck Gehrke.  The proposal would take away opportunities from older students.  Excelsior has approximately 39 students over the age of 19.  They are told the rules at the time they enroll.  If they don’t make passing grades in a full-time course of study, their enrollment ceases, and they may not return.  This is an effective option to help those who dropped out when they were younger, but now want to study in earnest for a real high school diploma, not an adult education certificate of completion.

·        Steve Halfaker.  Their school runs a WASC-accredited, full diploma program.  It is combines federal job training with academic curricula.  The students take all state-required tests.  The program integrates industry-quality software, such as CAD, to provide instruction in a real-world context.  This is an important alternative education program for adult students.  He provided an extensive anecdote concerning one student who earned a diploma through the program.

·        Ernie Silva.  Take a careful look at this proposed regulation.  It would prelude some adult students from being able to earn a high school diploma.

·        Helen Wallquist.  Gather more data before making any recommendations to the State Board.  Find out if there is really a problem.

·        Jessica Hawthorne.  Believe this would have a very significant impact on some schools.  As many as 90 percent of students are over 19 in some schools.  The law is clear that as long as students are continuously enrolled and making progress toward a high school diploma with passing grades, it does not matter how old they were when enrollment began.  The proposed regulation does not address any identified problem.

·        Eric Premack.  The proposed regulation would reverse a compromise that was carefully worked out when the legislation was passed.  The legislation was written at one point to do what the regulation proposes, but that was changed in the compromise.  The compromise was, in effect, no maximum age on enrollment, provided that once enrolled a student had to be continuously enrolled and make satisfactory progress toward a high school diploma.  The existing regulation defining “satisfactory progress” was also carefully worked out to mirror the legislative intent.  This is an option for older students that should be maintained.  To the extent there are any abuses, they are mostly related to the existing regulation on satisfactory progress. 

·        Jayna Gaskell.  To the extent this proposal reflects a review done of Prosser Creek Charter School by the Fiscal Crisis and Management Assistance Team (FCMAT), I want everyone to know that the review contained incorrect information in its original draft form.  Unfortunately, the draft review was circulated with the incorrect information.  Prosser Creek students receive a comprehensive high school curriculum that leads to and earned diploma.  All students perform at “C” level or better; we don’t even bother with “D” level.  We do not provide a GED-prep program.  Do not use incorrect information as the basis for a regulatory change.

·        Buzz Breedlove.  This regulatory proposal should be viewed as a threat to individuals.  Who isn’t worthy of being able to pursue an earned high school diploma?  The regulation would be arbitrary and capricious.  There should be alternative routes for older individuals.

·        Dwight Washabaugh.  Keep focused on individuals.  There are many reasons that students drop out of high school.  We want to encourage them to pursue earned high school diplomas when they are ready to do so.  We don’t want them going to prison.  The CCC and local conservation corps provide the opportunity for and encourage corpsmembers to seek high school diplomas.

Ms. Reyes and Mr. Williams indicated that they would like to see more documentation of a problem before considering a regulation.  Mr. Kushner commented that there is clearly abuse in some schools, but there is also a lot of good work going on with older students.  We should take a look at what’s happening in non-charter schools before placing more constraints on charter schools.  We need to look at the extent to which audits are enforcing the existing regulation.  Ms. Hunkapiller commented that solid progress with older students had to be protected; we need a balanced approach.  Ms. Frost suggested that the advent of the High School Exit Examination would change the whole picture and might, in and of itself, do much to curb abuses.  Mr. Kushner indicated that the Advisory Commission needed to look more carefully at this issue.

SB 740 Charter School Facility Grant Program.  Ms. Cubanski indicated that letters had gone out and documentation of qualification for grants is being sought.  However, no distribution will be made until the 2002-03 budget is signed.  She also noted that legislation is under consideration that could increase the pool of qualified schools.  If that legislation is signed, but no additional funding is provided, it’s likely that there would be a deficit factor applied to the grants. 

Mr. Premack commented that if the CDE could do an “advance” apportionment of the grants, it would be very welcome in the field.  He also noted that the fact the CDE had delayed distribution of funds in 2001-02, made the funds a target for reversion when the budget crisis hit.

SB 740 determinations of funding for 2002-03 (and beyond).  Ms. Cubanski reported that forms had been distributed during the preceding week.  The form will be going up on the CDE Web site in the near future.  Forms are not due until February 1, 2003, but early returns are expected and encouraged.  The earlier, the better.

Future meetings.  The members agreed on the following meeting schedule for the balance of 2002-03:

 

2002

September 30 – October 1

October 17

November 21

December 16

 

2003

January 21-22

February 19-20

March 19-20

April 11

May 21-22

June 18-19

 

Adjournment.  Mr. Kushner adjourned the meeting at 6:15 p.m.