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Charter School Submission Package Information

The following are guidelines for completing the Notice for Charter School Number request form. This form was revised as of September 2014.

Guidance for Completing a Charter Submission Package

For additional information please contact Charlene Schmid at 916-323-1646 or by e-mail at

Return to Charter School Numbering page.

Charter School Information:

  • Provide the Charter School Name as it appears on the Charter Petition and board approved minutes.

  • Provide the name of the principal, administrator, or lead petitioner, contact phone number, mailing address, and e-mail.

  • Provide the grade levels the charter school was approved to serve.

  • Provide the funding option as either Direct, where the funds come to the school directly from the county office of education, or Local, where funds come to the school through the authorizing school district.

  • Provide the estimated enrollment for start-up.

  • Indicate if the school will operate year round or on a traditional schedule.

  • Indicate the type of instructional delivery:

Classroom-based Instruction

As defined by California Education Code (EC) Section 47612.5(e)(1):

Notwithstanding any other provision of law, and as a condition of apportionment, “classroom-based instruction” in a charter school, for the purposes of this part, occurs only when charter school pupils are engaged in educational activities required of those pupils and are under the immediate supervision and control of an employee of the charter school who possesses a valid teaching certification in accordance with subdivision (l) of Section 47605. For purposes of calculating average daily attendance for classroom-based instruction apportionments, at least 80 percent of the instructional time offered by the charter school shall be at the schoolsite, and the charter school shall require the attendance of all pupils for whom a classroom-based apportionment is claimed at the school site for at least 80 percent of the minimum instructional time required to be offered pursuant to paragraph (1) of subdivision (a) of Section 47612.5.

Additionally, as defined in California Code of Regulations, Title 5, Section 11963(a):

In accordance with the definition of classroom-based instruction specified in Education Code Section 47612.5(e)(1), and for purposes of identifying and reporting that portion of a charter school’s average daily attendance that is generated through nonclassroom-based instruction pursuant to Education Code sections 47634.2(c) and 47612.5(e)(2), classroom-based instruction in a charter school occurs only when all four of the following conditions are met.

  • The charter school’s pupils are engaged in educational activities required of those pupils, and the pupils are under the immediate supervision and control of an employee of the charter school who is authorized to provide instruction to the pupils within the meaning of Education Code section 47605(l).

  • At least 80 percent of the instructional time offered at the charter school is at the school site.

  • The charter school’s school site is a facility that is used principally for classroom.

  • The charter school requires its pupils to be in attendance at the school site at least 80 percent of the minimum instructional time required pursuant to Education Code section 47612.5(a)(1).

Nonclassroom-based Instruction

As defined by EC Section 47612.5(d)(1):

Notwithstanding any other provision of law and except as provided in paragraph (1) of subdivision (e), a charter school that has an approved charter may receive funding for nonclassroom-based instruction only if a determination for funding is made pursuant to Section 47634.2 by the State Board of Education. The determination for funding shall be subject to any conditions or limitations the State Board of Education may prescribe. The State Board of Education shall adopt regulations on or before February 1, 2002, that define and establish general rules governing nonclassroom-based instruction that apply to all charter schools and to the process for determining funding of nonclassroom-based instruction by charter schools offering nonclassroom-based instruction other than the nonclassrom-based instruction allowed by paragraph (1) of subdivision (e). Nonclassroom-based instruction includes, but is not limited to, independent study, home study, work study, and distance and computer-based education.

Additionally as defined by EC Section 47612.5(e)(2):

For the purposes of this part, “nonclassroom instruction” or “nonclassroom-based instruction” means instruction that does not meet the requirements specified in paragraph (1).

Combination of Classroom-based and Nonclassroom-based Instruction is only to be selected if the approved charter school petition articulates how some of the student population will be served by definition of classroom-based instruction, and a different set of the student population will be served by the definition of nonclassroom-based instruction. If this is applicable, please indicate the estimated percentage of students that will participate in each of the site types.

  • Indicate if funding will be claimed for any pupils residing in a county adjacent to the county where charter school was authorized as stated in California Education Code Section 51747.3(b).

Notwithstanding paragraph (1) of subdivision (d) of Section 47605 or any other provision of law, community school and independent study average daily attendance shall be claimed by school districts, county superintendents of schools, and charter schools only for pupils who are residents of the county in which the apportionment claim is reported, or who are residents of a county immediately adjacent to the county in which the apportionment claim is reported.

  • Provide the dates of the Board Meetings for the Public Hearing and Approval of the Charter School Petition.

  • Provide the month and year that students will begin instruction.

  • Provide the term of the charter school as specified in the board minutes or official notice from the authorizer. The term of the charter refers to the length of time the charter school is approved. Charters cannot be approved to operate more than five years per one term.

  • Indicate if this is a countywide benefit charter as defined in EC Section 47605.6(a)(1) as:

In addition to the authority provided by Section 47605.5, a county board of education may also approve a petition for the operation of a charter school that operates at one or more sites within the geographic boundaries of the county and that provides instructional services that are not generally provided by a county office of education. A county board of education may approve a countywide charter only if it finds, in addition to the other requirements of this section, that the educational services to be provided by the charter school will offer services to a pupil population that will benefit from those services and that cannot be served as well by a charter school that operates in only one school district in the county.

  • Indicate if this is a conversion charter school as defined in EC Section 47605(a)(2) as:

A petition that proposes to convert an existing public school to a charter school that would not be eligible for a loan pursuant to subdivision (b) of Section 41365 may be circulated by one or more persons seeking to establish the charter school. The petition may be submitted to the governing board of the school district for review after the petition is signed by not less than 50 percent of the permanent status teachers currently employed at the public school to be converted.

  • Indicate if this is a county approved charter as defined in EC Section 47605.5 as:

A petition may be submitted directly to a county board of education in the same manner as set forth in Section 47605 for charter schools that will serve pupils for whom the county office of education would otherwise be responsible for providing direct education and related services. Any denial of a petition shall be subject to the same process for any other county board of education denial of a charter school petition pursuant to this part.

  • Indicate if this charter school is part of a Charter Management Organization. If so, please provide the name of the Charter Management Organization.

Authorizing Local Education Agency Information
  • Provide the district or county office of education that approved your charter petition.

  • Provide the name of the superintendent at the local education agency and the address of the office.

  • Provide the superintendent’s phone and e-mail address as well as the county if the authorizer is a district office.

Proposed Charter School’s Physical Location for School Facility, if Classroom-based
  • Provide the physical address for the classroom-based school facility. If this location has not been secured, provide the zip code of the area where facilities will be negotiated.

  • Indicate if this location is within the geographical boundaries of the authorizing district. If the proposed site is not within the authorizer’s district, indicate compliance with any and all requirements pursuant to EC Section 47605(a)(5) as:

A charter school that is unable to locate within the jurisdiction of the chartering school district may establish one site outside the boundaries of the school district, but within the county in which that school district is located, if the school district within the jurisdiction of which the charter school proposes to operate is notified in advance of the charter petition approval, the county superintendent of schools and the Superintendent are notified of the location of the charter school before it commences operations, and either of the following circumstances exist:

  • The school has attempted to locate a single site or facility to house the entire program, but a site or facility is unavailable in the area in which the school chooses to locate.

  • The site is needed for temporary use during a construction or expansion project.

  • Indicate if there is another school located at this address. If yes, complete Supplemental Form A to ensure individual school identity pursuant to California Education Code Section 47602(a)(1) as:

Each number assigned by the state board on or after January 1, 2003, shall correspond to a single petition that identifies a charter school that will operate within the geographic and site limitations of this part. The State Board of Education shall develop a numbering system for the charter schools that identifies each school associated with a charter and that operates within the existing limit on the number of charter schools that can be approved each year. For purposes of this section, sites that share educational programs and serve similar pupil populations may not be counted as separate schools. Sites that do not share a common educational program shall be considered separate schools for purposes of this section.

Proposed Non-Classroom-based Charter School’s Business Address

Provide the business address for the charter school. This may or may not be where students are served.

Proposed Charter School’s Satellite or Resource Center Addresses, if applicable

EC Section 47305.1(c) states:      

Notwithstanding any other provision, a charter school may establish a resource center, meeting space, or other satellite facility located in a county adjacent to that in which the charter school is authorized if the following conditions are met:

  • The facility is used exclusively for the educational support of pupils who are enrolled in nonclassroom-based independent study of the charter school.
  • The charter school provides its primary educational services in, and a majority of the pupils it serves are residents of, the county in which the school is authorized.
  • Provide the physical address for all approved satellite or resource centers, and the county of each location.
  • Attach additional address information if more than two sites are approved.

Please read each certification carefully before signing.

  • The superintendent’s original initials are required for each of the certifications. If a Designee provides initials, the Designee is representing compliance with defined Educational Codes on behalf of the Authorizing agency.

EC Section 47605(i) states:

Upon the approval of the petition by the governing board of the school district, the petitioner or petitioners shall provide written notice of that approval, including a copy of the petition, to the applicable county superintendent of schools, the department, and the state board.

  • The petitioner’s original initials are required for each of the certifications representing compliance with defined Educational Codes on behalf of the charter school.

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Questions: Charter Schools Division | | 916-322-6029 
Last Reviewed: Thursday, November 12, 2015

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