CASI August 2023 Charter Chat Resource PageInformation and resources from the August 2023 Charter Chat, presented by the Charter Authorizer Support Initiative (CASI).
Charter Chat Topics
- Program Hot Topics
- Fiscal Hot Topics
- State Board of Education Updates
- Upcoming Events
- August Charter Chat Q&A
- Q&A from Previous Charter Chats and CASI Email
As the new school year begins, here is a collection of recommended resources previously shared at CASI events:
- Plan Fiscal Year (FY) 2023–24 Oversight Activities (Document Requests, Annual Visits, etc.)
- Local Control and Accountability Plan (LCAP) Review
- Website Reviews
- Teacher Credential Reviews
- Additional areas shared during the session that other authorizers are currently working on:
- Prop 39 and facilities
- Early enrollment counts
- Liability insurance policies
- Leadership and governance changes
- Assembly Bill 602 Base Funding The Special Education Program, also known as AB 602, provides funding to special education local plan areas (SELPA) based on the SELPA members funded average daily attendance (ADA) and other data elements. Funded Average Daily Attendance (ADA) and Base Grant Funding is calculated at the Local Education Area (LEA) level (COE, school district, or charter that is an LEA for the purpose of special education), and not at SELPA level.
This is calculated as the greater of current year, prior year, or second prior year ADA. Prior year and second prior year ADA is attributed to the charter school when the charter school becomes an LEA for the purpose of special education in the current fiscal year.
- Example 1: A charter is a school of the district and not an LEA for the purpose of special education. Their ADA is included in the District's Funded ADA calculation.
- Example 2: A charter school becomes an LEA for the purpose of special education in FY 2023–24. Funded ADA is calculated separately for the District and the Charter.
Funded ADA is then calculated for the charter.
Additional information, including funding exhibits, are available at the CDE AB 602 web page.
- Mental Health (MH) Funding for FY 2023–24 Funding is calculated and allocated at the LEA level (COE, school district, and charter that is an LEA for the purpose of special education), and not at the SELPA level. Funding is based on the ADA of the current year’s second principal apportionment. All charters will receive Grant Award Notifications (GANs) that they must sign and return to ensure they receive funding. Funding is for any MH service/support for all students not just students with individualized education programs (IEPs).
Additional information, including funding exhibits, are available at the CDE Mental Health Services web page.
- Trailer Bill Language
Senate Bill 114 has amended EC Section 56836.148 to read:
(h) For the 2023–24 fiscal year, each special education local plan area shall, at a minimum, allocate special education funding to all of its member local educational agencies equal to the total sum of base grant funding, calculated pursuant to this section, allocated to all of its member local educational agencies in the 2022–23 fiscal year multiplied by the sum of one plus the inflation factor, as defined in paragraph (1) of subdivision (b) of Section 56836.142 for the 2023–24 fiscal year, and then multiplied by the sum of one plus the percent change in funded average daily attendance of its member local educational agencies from the 2022–23 fiscal year to the 2023–24 fiscal year pursuant to Section 56836.144.
(i) Nothing in this section shall prohibit a member local educational agency from allocating funds back to their special education local plan area for purposes of providing regionalized or other programmatic services.
- The August Advisory Commission on Charter Schools (ACCS) meeting was held on August 8, 2023. The agenda included:
- An appeal of the denial of the establishment of a classroom-based charter school
- The next State Board of Education meeting will be held September 13–14, 2023.
Upcoming CASI Events
- Monthly CASI Charter Chat, September 27, 10–11 a.m.
- CASI October 2023 Quarterly Regional Training
- CASI will hold its October 2023 Quarterly Regional Training on the topic of Charter Board Oversight. Authorizers will learn tips and tricks regarding the continuum of oversight practices regarding charter school boards. Topics to discuss include the Brown Act, Political Reform Act, Government Code Section 1090, and board bylaws, policies, and articles of incorporation. School district and COE staff with authorizing responsibilities are encouraged to attend.
- October 20, 2023, 9–11 a.m., virtual (all welcome)
- Zoom Registration for the virtual session is required.
- October 23–November 3, 2023, subject to interest
- In-person Quarterly Trainings onsite where at least five participants can meet. CASI will schedule a training if there is sufficient interest in a local training and at a particular date.
- Please complete the October CASI Interest Survey by Thursday, October 12.
Upcoming Charter Authorizer Events
Charter Authorizer Connection Professional Learning
- October 13, 2023, 9–11 a.m.—Creating a Data Dashboard & Telling the Data Story (with San Diego COE Data Team)
- Join us as we learn from data experts about the importance of data analysis and visualization, the process of capturing the big picture, and how to use the resources at hand to interpret data into a story for your unique charter school oversight work.
- Registration for Creating a Data Dashboard & Telling the Data Story
- January 26, 2024, 9–11 a.m.—Charter School Governance Oversight with the Fiscal Crisis and Management Assistance Team (FCMAT) and the National Charter School Institute
- Authorizers vary in their approach to oversight when it comes to charter school’s governance. Together with FCMAT and the National Charter School Institute, join us as we dive into governance best practices and how to fold this important element into your annual oversight checklist.
- Registration for Charter School Governance Oversight
- May 10, 2024, 9–11 a.m.—Charter School Renewals
- Join us as we hear an attorney’s perspective about the legal landscape of charter school renewals and what information your team will need to consider when a renewal petition is submitted to your office.
- Registration for Charter School Renewals
Charter Chat Q&A
How can authorizers verify the accuracy of California Statewide Assignment Accountability System (CalSAAS) Reports?
CalSAAS reports are generated through a comparison of California Longitudinal Pupil Achievement Data System (CALPADS) assignment data and the Commission’s Credential authorization data. The CALPADS Report 4.3: Staff Teaching Assignments - Detail provides a school’s courses and teaching assignments, which may be reviewed against a school’s master schedule and other oversight data, in order to ensure accurate data from CALPADS is used to generate the CalSAAS reports.
What are the changes in use of oversight fees? How are authorizers tracking their oversight costs?
Per California Education Code (EC) Section 47613
, effective June 20, 2014, authorizers may charge for their actual oversight costs, not to exceed 1 percent of a charter’s revenue. If an authorizer is supplying the charter school with substantially rent free facilities, then the authorizer may charge for their actual oversight costs, not to exceed 3 percent of a charter’s revenue.
Authorizers may utilize a variety of ways to track oversight costs, including time accounting, full time equivalent (FTE) positions conducting the oversight processes, etc.
What authorizer oversight templates and documentation are available?
Per California Education Code Section 47604.32 , the authorizer shall visit each charter school at least once annually. During this visit, authorizers may review the school's operations, academic performance, governance, compliance documentation, and fiscal viability; and meet with educational partners (parents, teachers, students, staff, etc.). A best practice is to provide a report to the governing board of the charter school. California Charter Authorizing Professionals (CCAP) created an annual visit toolkit and the Santa Clara County Office of Education (SCCOE) also maintains annual visit resources, which may be of use to California authorizers.
- CCAP Annual Report Toolkit
- The documents listed below can be found at SCCOE Annual Visit Resources
What are Workforce Innovation and Opportunity Act programs? How are they monitored? What are the requirements for partnerships with charters?
The Workforce Innovation and Opportunity Act (WIOA)
is a program designed for eligible youth, ages 14 to 24, who face one or more specified barriers to employment. The youth program emphasizes the attainment of basic skills competencies, enhances opportunities for academic and occupational training, and provides exposure to the job market and employment. Charters that partner with WIOA may be created under California Education Code (EC) sections 47605, 47605.1, or 47605.6.
Per EC Section 47612.1 , charter school programs that provide instruction exclusively in partnership with the following programs are not subject to the jurisdictional and locational limitations of EC Section 47612:
- The federal Workforce Innovation and Opportunity Act (29 U.S.C. Sec. 3101 et seq.)
- Federally affiliated Youth Build programs
- Federal job corps training or instruction provided, pursuant to a memorandum of understanding with the federal provider
- The California Conservation Corps or local conservation corps certified by the California Conservation Corps, pursuant to Section 14406 or Section 14507.5 of the Public Resources Code
WIOA and other partnership charter schools are reviewed in the same oversight process as other charter schools.
In the event that a county office of education (COE)-authorized renewal petition is denied and appealed to the California State Board of Education (SBE), I assume that the SBE will only be looking for abuse of discretion at the COE level given that the district had nothing to do with this process. So, the "both district and county" standard is not applicable in this scenario. Is that correct?
For a countywide charter authorized under California Education Code (EC) Section 47605.6 , there is no mechanism for appeal of a denial by the county to the SBE. As provided by EC sections 47605.6(k) and 47607.5(a) , a charter petitioner who has sought to either establish or renew a countywide benefit charter may not appeal the decision of the county to deny the establishment or renewal of the charter.
For a charter school which a county authorized under EC Section 47605 on appeal after denial by a district, the school could appeal a denial of its charter petition renewal by the county to the SBE under EC Section 47607.5(a). If a charter petition renewal was only reviewed and denied by the county, the SBE would only review the actions of the county and could reverse the appeal based on a finding of abuse of discretion by only the county.
Is there anything in statute that would prevent a school from submitting a renewal early?
Senate Bill 114 amended California Education Code (EC) Section 47607.4 to automatically extend the terms of charter schools that expire on or between January 1, 2024, and June 30, 2027, by one additional year. The extensions to charter terms permit renewals based upon the most current, post-pandemic assessments, and allow charter school renewals to be based on the renewal tiers set out in EC sections 47607 and 47607.2. In order to ensure the availability of sufficient data, charter renewals may be heard beginning in fiscal year 2024–25 and/or at the conclusion of the year immediately preceding the final year of the charter school’s term.
The California Department of Education (CDE) recommends the process begin with sufficient time for appeals, if needed, before the charter term has expired. Please note that, consistent with past practice and the law, the CDE will not accept an appeal of a renewal decision before the final year of the charter school’s term. For additional guidance, please visit the CDE Charter School Renewals web page.
If a charter school qualifies for differentiated assistance (DA) and their authorizer is their county office of education (COE), who is also the geolead, who would support the charter school with DA?
There are proposals to address this in the Budget Trailer Bill Cleanup Bill that are in process and not finalized at this time. The California Department of Education is planning to include a presentation on DA at next month’s State and Federal Program Directors (SFPD) Meeting on September 22, 2023, from 9 a.m. to noon. For additional information, please visit the CDE SFPD Meetings web page.