Edl · AGENDA Regular Meeting of the Board of Directors Monday, May 22, 2017 5:30 p.m. Choice Lunch...

AGENDA

Regular Meeting of the Board of Directors

Monday, May 22, 2017

5:30 p.m. Choice Lunch tasting

6:00 p.m. – Open Session

Closed Session Immediately Following

Meadows Arts and Technology Elementary School

2000 La Granada Drive • Thousand Oaks, California 91362

Board of Directors

Barbara Sipes

Sean McGillivray

Liane Olin

Marlo Hartsuyker

Nicole Flynn

Alyse Lazar

Marnee McLean

Victoria Schuster

Administration

Brenda Olshever, Executive Director

Kristen Walker, Assistant Director

Section A: Agenda

Section B: Consent Items – Reports and Attachments

Section C: Action Items – Reports and Attachments

Section D: Discussion and Information Items – Reports and Attachments

INSTRUCTIONS FOR PRESENTATIONS TO THE BOARD

BY PARENTS AND CITIZENS

The Meadows Arts and Technology Elementary School (“School”) welcomes your participation

at the School’s Board meetings. The purpose of a public meeting of the Board of Directors

(“Board”) is to conduct the affairs of the School in public. We are pleased that you are in

attendance and hope that you will visit these meetings often. Your participation assures us of

continuing community interest in our school.

1. Agendas are available to all audience members at the door to the meeting.

2. Blue “Request to Speak” forms are available to all audience members who wish to speak

on any agenda item or under the general category of “Public Comment.”

3. “Public Comment” is set aside for members of the audience to raise issues that are not

specifically on the agenda. However, due to public meeting laws, the Board can only

listen to your issue, not respond or take action. These presentations are limited to three

(3) minutes and total time allotted to non-agenda items will not exceed fifteen (15)

minutes. The Board may give direction to staff to respond to your concern or you may

be offered the option of returning with a citizen-requested item.

4. With regard to items that are on the agenda, you may specify that agenda item on your

blue request form and you will be given an opportunity to speak for up to five (5) minutes

when the Board discusses that item.

5. When addressing the Board, speakers are requested to state their name and address and

adhere to the time limits set forth herein.

6. Citizens may request that a topic related to school business be placed on a future agenda.

Once such an item is properly agendized and publicly noticed, the Board can respond,

interact, and act upon the item.

7. In compliance with the Americans with Disabilities Act (ADA) and upon request,

Meadows Arts and Technology Elementary School may furnish reasonable auxiliary aids

and services to qualified individuals with disabilities. Individuals who require

appropriate alternative modification of the agenda in order to participate in Board

meetings are invited to contact the Principal’s/Executive Director’s Office.

UPCOMING MEETINGS FOR 2016-2017

June 5, 2017 (Annual)

MATES, 2000 La Granada Drive, Thousand Oaks, CA 91362

The Agenda is posted for a minimum of 72 contiguous hours prior to Board meeting

dates on the MATES website at www.matescharter.org and at the entrance to the physical

location for the meeting (Meadows Arts and Technology Elementary School.) A full

agenda packet, with explanatory materials, is available for public review at this physical

location.

http://www.matescharter.org/

SECTION: A

Agenda

of 2

AGENDA

Regular Meeting of the Board of Directors – May 22, 2017

Choice Lunch Tasting – 5:30 p.m.

Open Session – 6:00 p.m.

Closed Session Immediately following

I. OFFICIAL OPENING OF MEETING

A. Call to Order

B. Pledge of Allegiance

C. Roll Call and Establishment of Quorum:

Present Absent

1. Barbara Sipes ______ ______

2. Sean McGillivray ______ ______

3. Liane Olin ______ ______

4. Marlo Hartsuyker ______ ______

5. Nicole Flynn ______ ______

6. Alyse Lazar ______ ______

7. Marnee McLean ______ ______

8. Victoria Schuster ______ ______

II. OPEN SESSION

A. Approval of the Agenda

B. Core Values

C. Brown Act Information

D. Correspondence

E. Comments from the:

1. President

2. Executive Director

a. Choice Lunch

3. Assistant Director

4. Teachers

5. MCN

6. Individual Board Members

7. Public Comment

8. VCOE Charter Authorizer – Richard Urias

III. COMMITTEE REPORTS.

A. Visual Arts

B. Performing Arts

C. Curriculum

D. Finance

E. Technology – 4th grade demonstration

F. Safety

G. Expansion

H. Vision/Core Values

I. PAC

J. Recruitment

a. Election Results

of 2

IV. CONSENT ITEMS

All matters listed under the consent agenda are considered by the Board to be routine and which the Board in one

motion in the form listed below will approve. Unless specifically requested by a Board member for further

discussion or removed from the agenda, there will be no discussion of these items prior to the Board vote on

them.

A. Approval of Minutes from May 8, 2017 Regular Board Meeting.

B. Ratify new Certificated/Classified employees.

V. ACTION ITEMS

Each item requires a motion for approval.

A. Recommendation to approve the 2017-18 Local Control Accountability Plan.

B. Recommendation to approve the Certificated Salary schedule.

C. Recommendation to approve the MATES Adopted 2017-2018 Budget.

D. Recommendation to approve the Prop 30 Spending Plan for Fiscal Year 2017-18.

E. Recommendation to approve the contract between Exclusive Cleaning Concepts, Inc. and Meadows Arts

and Technology Elementary School for the 2017-2018 school year in the amount of $21,500

F. Recommendation to approve the contract between Exclusive Cleaning Concepts, Inc. and Meadows Arts

and Technology Elementary School for the summer 2017 cleaning in the amount of $10,200.

G. Recommendation to approve the Expansion Ad Hoc Committee.

H. Recommendation to approve the purchase from Accelerate Learning in the amount of $7584.19 for

Stemscopes.

I. Recommendation to approve a budget not to exceed $20,000 for capital improvements to office and

administration building.

J. Recommendation to approve Board On Track’s Board Self-Assessment and CEO Annual Evaluation

Membership in the amount of $995.

K. Recommend approval of education to be provided at the August 2017 Annual Board Retreat by Young,

Minney & Corr, including review of Board self-assessment results and lecture on “The 7 Habits of a Highly

Effective Governing Boards.”

L. Recommendation to approve the Fundraising Policy in accordance with board review at least every two

years.

M. Recommendation to approve the Supporting Organization Policy in accordance with board review at least

every two years.

VI. DISCUSSION AND INFORMATION ITEMS

A. Climate Survey results

B. School Lunch Survey results.

C. Discussion of Core Values/Vision Committee’s guidance as it pertains to newest LCAP

goal for 2017–2018 school year for character building and Core Values and Heart of an

Eagle program.

VII. CLOSED SESSION

A. To consider the appointment, employment, evaluation of performance, discipline, or

dismissal of a public employee or to hear complaints or charges brought against the employee.

1. Employee #161710009

2. Employee #161710060

VIII. RETURN TO OPEN SESSION

A. Public report on action taken in closed session.

X. ADJOURNMENT

Hello,

My name is Lauren Johnson. My husband Karl and I have a 3rd grader at MATES. We are also very active

volunteers for the school as some of you know. We are co-chairs for the Art at Lunch program. We also

volunteer our time for the classroom and music program.

I would like to bring up the Core Values award program. We were under the misconception that every

child won this award every school year. I guess we were under this impression because our son Cooper

had always won the award each year for 3 years. This year he did not. When we asked his teacher about

it, we were told it was because he talks in class when he should not. We were very taken aback by this.

How can one thing negate any other positive behavior for the whole year? The talking was notated on

his report card, but we were never led to believe it was a major issue. Is it based on the teacher

witnessing one thing that they feel warrants the award or is it based on consistent behavior throughout

as we were told? Some kids get awards early on and some not until later in the year, so how can we say

it is based on consistent behavior?

It is our understanding that the core values are more character based. Have the Courage to do what is

right, Take time to be friendly, giving and caring for example. I know my child to be very sensitive,

friendly, giving and caring. Am I reading this wrong? I know he works hard. He does his homework every

night when he would rather be playing or having family time. He performs in the chorus and musicals

and really gets into it and loves it.

I think the program is very subjective and should also not just be based on feedback from their primary

teacher. What about the other specialists and teachers they work with (music, art, science etc.)?

Shouldn’t they have feedback as well. I saw my child put in hours of practice and strive to do his

personal best in the musical this year for example. I think Mr. Laguardia would agree. We got nothing

but positive feedback from him.

I know for my child, over the years he has mentioned to us that at each assembly he always hopes he is

getting an award. To have all the children sit through 5-6 assemblies per year and see awards given out

and then to be then told “sorry, you weren’t kind enough or didn’t work hard enough” is just really not a

good message. One child’s abilities are not going to be the same as another’s. Who is at fault when they

don’t receive an award? The child? The teacher? The parents?

If the core values program is such a part of who we are at MATES, it seems that it is really up to the

teachers to instill this into the kids in partnership with parents to make sure each child is able to achieve

at least one of the core values during the year. I have a hard time believing that every child at MATES did

not do something to achieve this during the year. What is being done to ensure every child is achieving

them? Is it part of the curriculum? We only found out now when we asked his teacher if he would be

receiving one this year, so we could make sure we could schedule to be there as my husband travels a lot.

We were never told at any time during the year that he had not achieved even one core value.

I know personally there are kids that received the award even though they were unkind to other kids.

What kind of message does that send to the kids that are not receiving the award? How do I explain to

my kid that Yes, I know that child excludes you from playing with them and their group on the

playground, but they get an award and you just weren’t good enough this year. Again, it is so subjective.

As some of you know also, our son has epilepsy and has seen an increase in seizure activity this year.

We do n’t ev er w ant to use this as an ex cuse, but just as an ex am ple o f how o ur c hildren

are all different. Something that comes easily for one child, might be a struggle for another. The reason

I bring this up in our case is that we notice when he is experiencing more seizure activity, he has a hard

time focusing and listening to us. We might have to tell him the same thing several times before he finally

“hears” us. I know other students probably have other issues that might cause this to be true for them as

well. Are we taking all aspects of every child into account when deciding whether they have the core

values that MATES wants them to have?

For us it is not the fact that our son is not getting an award. We don’t really care about awards. We just

feel though if they are being given out to the majority of the students then every child should be getting

one. If they aren’t, then we are failing them in some way. We are not instilling those core values in them

as teachers and parents. Let’s take into account how those children that know they are working hard

and being nice feel when they see almost everyone else getting an award and they aren’t. Let’s be sure

that we are letting them know clearly at the beginning of each year what the core values are, how the

awards are in fact awarded and what the expectations are. Maybe there should be a point system, so

the children know if they are on track to receive an award. If halfway through the year, it is clear to the

teacher that a child is not on track to get an award that warrants at least an email to parents or

discussion so a plan can be put in place to make sure they child understands and is working on those

core values. Maybe they should not be getting awards at all on something so subjective. Also, every

teacher is different, so the way one decides who gets an award might not be the same as another.

Thank you for taking them time to read this and for the time you give to our school.

Best,

Lauren & Karl Johnson

SECTION: B Consent Items – Reports and Attachments

Minutes Regular Meeting of the Board of Directors


Location: Meadows Arts and Technology Elementary School

2000 Granada Drive, Thousand Oaks

Monday, May 8, 2017

I. OFFICIAL OPENING OF MEETING

A. Call to Order – 6:04

B. Pledge of Allegiance

C. Roll Call and Establishment of Quorum:

Present Absent

1. Barbara Sipes - Present

2. Sean McGillivray - Present

3. Liane Olin - Present

4. Marlo Hartsuyker - Present

5. Nicole Flynn - Present

6. Alyse Lazar - Present

7. Marnee McLean - Present

8. Victoria Schuster – Present

II. OPEN SESSION

A. Vicki Shuster moved to approve of the Agenda – Amend the order of the agenda to

move discussion items B and D to the Finance Committee reports, seconded by Alyse

Lazar. Motion carried with amendment 5-0 (Sean McGillvray/Barbara Sipes/Marnee

McLean absent for vote)

B. Core Values

C. Brown Act Information- Marlo shared Brown Act information with the audience

D. Correspondence- Brenda shared that the correspondence was seen by administration and

is not an incident that has occurred.

E. Comments from the:

1. President- Absent

2. Executive Director- Brenda Olshever- We had a CVUSD walk-through and work

orders were put in to make the necessary repairs. Third grade had their Ellis Island

simulation and the play We Come from Everywhere. We have started CAASPP

testing. Last week Mrs. Walker, Mrs. Blaney, and I visited a charter school called

CHIME and they are a full inclusion school. We went to see their unique model and

learn from what they have in place. Progress reports went home. We had a good

discussion for Directors’ Dialogue. Riley’s Farm is this week. Open House is on the

18th. Visitors from Texas are looking to create a technology school and they are

looking at our program and touring the campus on Thursday, May 18th.

3. Assistant Director- Kristen Walker – I was happy to host an Assistant Director for

the Day, Anna LaGuardia last month. Several teachers and parents were interviewed

by a CLU panel of prospective teachers. I would like to invite all volunteers to the

Volunteer Tea.

4. Teachers- Julie Stevens- I was on the CLU panel and it was wonderful to speak

with prospective teachers. The CLU program is very beneficial for the teachers. It is

very helpful to the way we run our program. Mr. LaGuardia’s plays were amazing.

The students were great and it shows what performing arts can do.

5. MCN – Ruth Shramek- Thank you for your wonderful comments from the April

meeting. Thank you to the MATES administration for the freedom to think outside





Monday, May 8, 2017

the box and for the support we need. The Benefit Dinner raised $35,360.97. We are

firming up the gift to school budget. We approved 33 laptops and a mobile cart, and

we plan for 33 additional laptops for the computer lab. We are working on lounge

and MPR renovations. We would like to request to use some of the budgeted

expansion funds for paint and flooring. We are looking forward to the Spring Book

Fair. Money raised goes back to the library. MCN will have a presentation at open

house to show parents what their donations have funded.

6. Individual Board Members-

a. Nicole Flynn- I was at the MCN meeting. They are looking to make the front office

and staff room cohesive and in good taste. It is wonderful you are working with

administration to make it happen. We don’t have an official beautification

committee to project manage and use resources in our school, which would be good

to look into for the future.

b. Vicki Schuster- MCN is doing a great job.

c. Marnee McLean- MCN is amazing.

d. Marlo Hartsuyker- Great job on fundraising. We were talking about doing a

teacher/staff/board social event. We will put some dates on the board in the staff

lounge and vote for a date that works well.

7. Public Comment - None

8. VCOE Charter Authorizer – Richard Urias – Absent

III. COMMITTEE REPORTS

A. Visual Arts

B. Performing Arts

C. Curriculum

a. Update and report- Kristen Walker- The committee discussed the RtI program. For

next year, it would be beneficial to get RtI progress reports with report cards to

show parents what they are working on and progress made. We also discussed at-

home projects. Different grade levels have different purposes for at-home projects.

The lower grades are meant to be family projects to spend time together. The upper

grades use projects to teach organizational skills, time management, and how to

create a project outline. Teachers will review parent and child expectations with

their grade levels and will work on clarifying the intent of each project.

b. NGSS Report- Kristen Walker- The committee reviewed a quote for STEMscopes

workbooks for next year. The first through fifth grades would like a workbook for

every student and teacher, and the kindergarten teachers would like one workbook

per teacher. The total cost of the proposed quote is $7,584.19.

D. Finance

a. Discussion of the Proposed 2017-2018 Budget

Julie Stevens- I attended the budget meeting and collaboration meeting to relay the

information to the teachers. MATES is my home away from home. It is amazing to

see how far we have come. Teachers are pleasers and it is hard to be our own

advocates. The teachers are hoping for a raise next year. We realize we are a small

school. We are asking the board to look at the budget and think creatively. We work

really hard and have high expectations at this school. Last year it was too hard





Monday, May 8, 2017

because the lease went up. When I first came to MATES it was really hard to decide

to come here, and the board said we would try to be in the same league as CVUSD.

We get step raises every year, but if you are like me you don’t go up because I am at

the top of the salary schedule. If we don’t get cost of living increases then I don’t get

a raise. We love our specialists but don’t think the salaries for specialists have to

come out of the general budget. MCN should cover the cost of those programs.

Gavin Taylor – We would like to see the gap between the MATES and CVUSD

salary schedules close. Money is often hard to talk about. The discussion is

beneficial so it is not stirring the pot but to look forward and see what is happening

in the future. Our salaries are going to keep increasing. We need to look forward to

what we can do in the future. We would like to have committee recaps in our staff

meetings to increase communication and to stay in the same loop and work together

to further growth. We want transparency between all parties to keep our school

great.

Benny Martinez- There is very little teacher turnover at MATES. The teachers here

are committed. Last year when we adopted the 16-17 budget we decided not to do

salary increases because we were looking at deficit spending. When we go to the

County Board of Education each year they have asked us to decease our surplus. We

did an instructional facilities construction project. We didn’t complete the whole

project but did come in under budget. Next December, PERS will increase by

$26,000 a year. Special Ed costs are rising. We are looking at rough estimates on a

lunch program, which typically is a drain on the general fund. There were changes

to fiscal year by the governor which started to cause larger deficits in the future. I

told the budget committee that we will probably have one time funds in 20-21. We

discussed the needs of all employees. Last year we did a 5% benefits increase. I

have brought back where we stand with CVUSD. Currently, our teacher salary

schedule is 5% behind CVUSD. It is more of an impact for seasoned teachers than

newer teachers. We started to think outside the box and brainstorm ideas to find the

funds. I am working on estimates for the budget committee meeting next week.

Sean McGillivray- I know there were statements made when the school was

founded, but I hesitate to make promises into the future without looking at the

current budget. There are some schools that pay more and some schools that pay

less. I don’t want to commit to mirror the CVUSD budget to our own detriment. We

don’t want to get into financial trouble because we don’t have the same real estate as

CVUSD. STRS and PERS are going up at such a quick rate.

Benny Martinez- STRS raised their rates in 2013 to put a tiered system of increases

in. It will be 19.1% in 2021. They have more than doubled their rate. PERS will be

over 26%. Every percent that goes up is based on the base salary. We have a lot of

teachers going back to school and continuing their education. We have 5 columns

based on units. The last two years we have had many move over on the columns.

We do a five year plan and these increases extend over time. Payroll costs are

increasing and health care costs are increasing.

Brenda Olshever- This has opened some really healthy dialogue. Many things have

changed over the past week, and some might help the situation. We need to look at

long term projections to sustain it.





Monday, May 8, 2017

Liane Olin- The teachers only didn’t get a raise if they are maxed out on the salary

schedule. As an employer we want to pay a prevailing wage. We should pay based

on a salary analysis, not based on a cost of living increase. As an employer we look

at what is a competitive wage for this area.

Marlo Hartsuyker- This is hard for me because this school would not be what it is

without originally taking on the CVUSD salary schedule. It was successful because

we offered the founding teachers their same salary. We need to work to achieve

those levels for our teachers and get creative to figure out what we need to do. We

need to spend our money wisely. CVUSD is in the process of negotiating another

increase. We need to close the gap. We don’t need to get there today, but need to

make efforts.

Alyse Lazar- This school could not run without our teachers, but we need to be

creative. What else can we cut if we want to raise salaries? For example, with the

new science program we are looking at getting books. We need to look at every line

item in the budget. Maybe we can give one year incentives that are year by year

instead of committed for the long term. We do want to do everything to make the

staff happy within our budget constraints.

Vicki Schuster- We need to have communications with the MCN. Maybe MCN

needs to help cover specialists instead of the curtains for example. We are looking

into the distinction between what they can cover.

b. Discussion of adopting the CVUSD medical benefit schedule and applying any

certificated staff surplus towards the salary schedule.

Brenda Olshever- Keep in mind there are employees who take benefits who are not

on the teacher salary schedule.

Marlo Hartsuyker- We have a huge waitlist. I would like to see an analysis on a

bubble class or possibly look into a homeschooling program.

E. Technology

a. First Grade Demonstration-

Julie Stevens and Gavin Taylor presented a video about how they use technology

in the classroom in small group centers such as the IXL math program, Sushi Math,

and Zombie Math. To practice reading fluency they use Audio Boom to record their

voices into the iPad while reading and then listen back during listening centers.

They use Spelling City and the students are able to log on with their passwords and

navigate the website. There are audio books on Epic that will read the stories to the

students. They use Movie Maker to show their African Animal research report.

b. Update and report- Gavin Taylor- We are on target with our tech plan timeline.

Next year we will work on amending some of the timing. The document is used as a

living document. We are moving along the continuum. We have found different

programs we are interested in from conferences we have been to. We are looking at

Digital Citizenship for next year and would like to have the board on the same page

for next year. We also want to prioritize some of the items. We are looking at

replacement technology for the music lab. Digital citizenship is a toolkit to teach

students how to use technology appropriately.

F. Safety

G. Expansion





Monday, May 8, 2017

H. Vision/Core Values

I. PAC

J. Recruitment

a. Candidate Statements

Leslie Blevins- I have had two of my sons here when it was Meadows. Meadows

was the foundation for them to love learning. My youngest son is in third grade

here. I have worked at Amgen and managed many teams of adults in a variety of

areas. I bring to the board the ability to listen to everybody, decide what needs to be

done, be focused, and focus on the kids.

Joey Tennison- I have three kids at MATES. I just want to help. I have seen a lot of

growth. I manage large construction projects, so I am familiar with schedule and

budget. I can offer a different perspective. The good news is the school is in really

good hands.

Jennifer Murasky- The school is made of families not individual students. We all

chose to be here. MATES is a family movement and is growing. I can give back by

serving on the board. I have experience in corporate America. I am able to deal with

conflict effectively. My husband and mom volunteer in the classroom. Thank you

for the opportunity to join the board of directors.

b. Update and report- Gavin Taylor- Ballots are going home on Wednesday and need

to be back by next Tuesday. Sean McGillivray has pulled his name from the

election. The recruitment committee would like to see a policy to make sure that the

candidates that come to the board are actually vetted. These are three qualified

candidates, but we want to make sure that continues into the future. As you revamp,

we want a policy for the MATES community to have a voice on who is on the board

and not a moot point to have a recruitment committee. We would like to see a way

to ensure that that is happening.

IV. CONSENT ITEMS

All matters listed under the consent agenda are considered by the Board to be routine and

which the Board in one motion in the form listed below will approve. Unless specifically

requested by a Board member for further discussion or removed from the agenda, there will

be no discussion of these items prior to the Board vote on them. – Nicole Flynn moved to

approve consent Items, seconded by Marnee McLean. Motion carried 8-0

A. Approval of Minutes from April 13, 2017 Regular Board Meeting.

B. Approval of Purchase Orders dated April 1, 2017 through April 30, 2017. (Report

ReqPay11a)

C. Approval of Checks dated April 1, 2017 through April 30, 2017. (Report ReqPay12a)

D. Approval of Financial Report through April 30, 2017. (Report Fiscal13a)

E. Approval of Receipt Detail dated April 1, 2017 through April 30, 2017 (Report AR06a)





Monday, May 8, 2017

V. ACTION ITEMS

Each item requires a motion for approval.

A. Marlo Hartsuyker moved to approve the contract between the YMCA and Meadows

Arts and Technology Elementary School for the 2017-2018 school year, seconded by

Vicki Shuster. Motion withdrawn – Brenda Olshever went back through the contract

and changed the language to have YMCA cover cleaning and MATES cover

maintenance. She took out some language that was no longer relevant. She changed the

language from “fees” to “donations and charges.” We will make additional changes to

section 5C to change a “room” to the “bungalow due to other MATES activities.” Section

G will change “users” to “registered attendees.” Section 7 will change “officers” to

“board.” Section 9 will change “shall” to “pledges to pay.” Marnee McLean moved to

approve the contract with these changes, seconded by Vicki Shuster. Motion carried 8-0

B. Marnee McLean moved to approve the Volunteer/Visitor policy in accordance with

board review at least every two years, seconded by Sean McGillivray. Brenda

Olshever added language to include visitors along with volunteers. The handbook will be

changed to say no siblings on campus while parents are volunteering in the classroom.

Motion carried 8-0.

C. Vicki Shuster moved to approve Resolution 16-17-02 Authorization for the Ventura

County Office of Education to make budget transfers. This will allow BSA to do business

next fiscal year, seconded by Alyse Lazar. Motion Carried 8-0.

D. Marnee McLean moved to approve Resolution 16-17-03 Authorization to allow

appropriation/budget transfers fiscal year 2017-18, seconded by Vicki Shuster. Motion

carried 8-0.

E. Marlo Hartsuyker moved to approve Resolution 16-17-04 Appropriation of the ending

balance to a reserve, seconded by Marnee McLean. Motion carried 8-0.

F. Marlo Hartsuyker moved to approve the Quarterly Report on Williams Uniform

Complaints January 1, 2017 through March 31, 2017, seconded by Nicole Flynn. Motion

carried 8-0.

VI. PUBLIC HEARING

A. Public Hearing on the Local Control Accountability Plan.- Brenda Olshever presented a

draft of the 2017-2018 LCAP. See attached.

VII. DISCUSSION AND INFORMATION ITEMS

A. Discussion of the Choice Lunch proposal. – We need to use a third party vendor to utilize

the online ordering component. Choice lunch will bring samples to the next meeting. We

will need to hire a part time employee to run the program. We do get a reimbursement for

every lunch, but it does not pay for the full price of the lunch. We need to charge more to

pad the cost to provide a convenience to our families. It will be based on supply and

demand. We will look into taking a poll of parent interest in the program and how much

parents are willing to pay. Brenda will check with Benny about the necessity to get a

minimum number of bids. Barbara will set up the Survey Monkey to get parent input. We

will put the Choice Lunch representative on the agenda to talk to next month. We will





Monday, May 8, 2017

look into a possible reduction in cost for siblings, how food price increases are handled,

and include a link to the website in the survey.

B. Discussion to create an ad hoc committee to analyze the options for expansion of student

enrollment to begin in the 2018-2019 school year, for the purpose of generating

additional revenue.

Ruth Shramek- I like the idea of having more students to help with revenue, but am

questioning how a “kinder bubble” would work. I would like the committee to look into

the possibility of a pre-K or a T-K.

Brenda Olshever has spoken to Carlos de los Rios about participating on the committee.

We are coming up on renewal, so we need to look at making change before then.

C. Discussion of education/planning options for August Board Retreat, including Board on

Track, Young Minney & Corr and Third Plateau. – Board on Track was at the CCSA

Conference and is used by Ventura Charter and had options at different price points. It is

exclusively for charter schools. The board needs to do a board self-evaluation and needs

help with ED evaluation. Ideally we would like to do this before the board retreat. Third

Plateau works with other organizations besides charter schools. They are a good resource

for doing strategic planning for a large expansion. Young, Minney, and Corr does a board

training for about 9-10 hours of work including pre-meetings to assess need and a

seminar for a retreat. We need more board accountability through assessment, better

training for new board members, and stronger administration and board partnership.

D. Discussion of the MATES Lottery and the priority given to children of MATES

employees. – The correspondence regarding this issue is unfounded. Every employee in

the school does an important job for our kids and it is important to show that we care

about their kids. We will look into having a minimum amount of time for employment.

We will bring this back for discussion in August.

VIII. CLOSED SESSION – 9:40

A. To consider the appointment, employment, evaluation of performance, discipline, or

dismissal of a public employee or to hear complaints or charges brought against the

employee.

1. Employee #161710009

2. Employee #161710060

IX. RETURN TO OPEN SESSION- 10:36

A. Public report on action taken in closed session. – none

X. ADJOURNMENT- 10:37

Board Agenda Item To: MATES Board of Directors From: Brenda Olshever, Executive Director Date: May 22, 2017 Re: CERTIFICATED PERSONNEL REPORT Executive Director recommends to hire the following teachers as presented: Action Position Number/ Title

Schedule

Effective Date

Substitute Teacher/#203

Substitute Schedule

4/1/2017

SECTION: C Action Items - Reports and Attachments

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LCAP Year 2017–18 2018–19 2019–20

Local Control Accountability Plan and Annual Update (LCAP) Template

Addendum: General instructions & regulatory requirements.

Appendix A: Priorities 5 and 6 Rate Calculations

Appendix B: Guiding Questions: Use as prompts (not limits)

LCFF Evaluation Rubrics [Note: this text will be hyperlinked to the LCFF Evaluation Rubric web page when it becomes available.]: Essential data to support completion of this LCAP. Please analyze the LEA’s full data set; specific links to the rubrics are also provided within the template.

LEA Name Meadows Arts and Technology Elementary School

----------Contact Name andTitle

Brenda OlsheverExecutive Director

Email and Phone

[email protected]

2017-20 Plan SummaryTHE STORYBriefly describe the students and community and how the LEA serves them.

Meadows Arts and Technology Elementary School (MATES) is a free public charter school that is directly funded by the state and authorized by the Ventura County Office of Education. A governing board comprised of parents and community members operates in accordance with state and federal mandates. MATES has great autonomy with regard to curriculum and teaching methodologies, and strives to meet or exceed state academic standards. The Executive Director and Assistant Director preside over the day-to-day operation of the campus.

MATES students are actively engaged in high-interest, rigorous learning via thematic, project-based instruction linked to state standards.Curricular instruction is infused with the arts and technology at all levels to equip students with tools and creative processes necessary for life and academic success.

The guiding principle that drives MATES is simple. We collectively believe that children deserve our best effort in providing a safe, stimulating, enriched learning environment where every child thrives.This includes a focus on academic excellence within the research-supported framework of the arts and technology, Project-Based Learning opportunities, strong teacher collaboration, high expectations of achievement in core content areas, and community involvement. Our core values program further exemplifies our commitment to providing all students the necessary tools to succeed in school and life.

https://www.caschooldashboard.org/#/Details/56105616055974/1/EquityReport

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LCAP HIGHLIGHTS Identify and briefly summarize the key features of this year’s LCAP.

This year’s LCAP focused on increasing academic achievement for all students with great emphasis on English Language Learners and the Economically Disadvantaged.In order to achieve the goal, we implemented a stronger Response to Intervention Program. We developed a program that allowed us to serve students in K-5 for 5 hours per day. This program was implemented during the school day targeting English Language Learners, students who are economically disadvantaged, and students who are not meeting grade level standards. Upon referral to the program, the teachers and the Intervention Specialist isolate a specific standard to target and work with the students twice a week for twenty minutes at a time.Additionally, we created Individualized Learning Plans for all English Language Learners. Using the results from the California English Language Development Test (CELDT), the teacher and administrators met with each child’s parents. The test results were reviewed, and goals were created to help the student show significant growth in their English Proficiency. The Learning Plans included activities that could be done at school and home in order for the student to have the greatest success.

REVIEW OF PERFORMANCE

Based on a review of performance on the state indicators and local performance indicators included in the LCFF Evaluation Rubrics, progress toward LCAP goals, local self-assessment tools, stakeholder input, or other information, what progress is the LEA most proud of and how does the LEA plan to maintain or build upon that success? This may include identifying any specific examples of how past increases or improvements in services for low-income students, English learners, and foster youth have led to improved performance for these students.

GREATEST PROGRESS

Our students showed the greatest progress in mathematics. We adopted the McGraw Hill, My Math program and spent a great amount of the 2015-16 school year training teachers to implement the program. Overall, the students increased their performance on the Math Assessment of CAASPP by 9.6 points making our total achievement 43.8 points above level 3. Improvement was seen in most student groups including English Learners, Socioeconomically Disadvantaged, Asian, Hispanic, Two/+ Race and White.Additionally, English Language Learners increased their overall performance on the English Language Arts Assessment of CAASPP by 15.9 points. While they are still 2.2 points below a level 3, this group has shown good growth.In order to maintain and/or build upon this success we plan to continue the My Math program, and continue using the strategies that have been taught in staff developments such as Number Talks, Problem of the Month, and Inquiry Based Learning. We will also continue to use computer applications such as IXL, Moby Max and Prodigy.Success for English Language Learners is due to the implementation of a Response to Intervention (RtI) program and the development of Individualized Learning Plans for English Language Learners. Based on the success seen, we will continue these two programs.

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Referring to the LCFF Evaluation Rubrics, identify any state indicator or local performance indicator for which overall performance was in the “Red” or “Orange” performance category or where the LEA received a “Not Met” or “Not Met for Two or More Years” rating. Additionally, identify any areas that the LEA has determined need significant improvement based on review of local performance indicators or other local indicators. What steps is the LEA planning to take to address these areas with the greatest need for improvement?

GREATEST NEEDS

Our students scored very well on the English Language Arts Assessment achieving 46.1 points above a level 3. However, there was a slight decline in performance by 2.9 points. After taking a closer look, three groups declined in this area. The Socioeconomically Disadvantaged group declined by 7.7 points with the average being 32.6 points below a level 3. The Students with Disabilities group declined 9.9 points with the average being 0.1 points below a level 3. The White group also declined 6.3 points however the average is still 45.6 points above a level 3.Using this information, it is clear that we need to review our English Language Arts program to create goals to help these three groups show growth, and we will especially target the Socioeconomically Disadvantaged group since they are significantly below a level 3.In order to help these students improve, we will be creating stronger parent engagement goals enabling us to give parents the tools they need to help their children at home. We will also continue our Response to Intervention program targeting students who are not meeting standards.

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Referring to the LCFF Evaluation Rubrics, identify any state indicator for which performance for any student group was two or more performance levels below the “all student” performance. What steps is the LEA planning to take to address these performance gaps?

PERFORMANCE GAPS

While we have a small Socioeconomically Disadvantaged population, it is clear that this group of students was two or more performance levels below our “all student” performance. In order to address this gap, MATES will continue to provide Response to Intervention for low performing students, create Individualized Learning Plans for students in this population enabling the student, parent and school to work together for the student’s success. These students will also be given attention at Student Study Team meetings in order to make sure appropriate accommodations are being attended to within the classroom.

INCREASED OR IMPROVED SERVICESIf not previously addressed, identify the two to three most significant ways that the LEA will increase or improve services for low-income students, English learners, and foster youth.Based on current enrollment projections, MATES charter school will educate 396 students during 2017-18. Approximately, 10.61% of these students will be deemed unduplicated. MATES will increase or improve services for unduplicated students by implementing the following services:

1. Language Arts/Math intervention provided by an Intervention teacher2. Instruction for English learners in grades K-5 focusing on ELD standards3. Provide additional supplies for home use to Socioeconomically disadvantaged students.4. Create individualized Learning Plans for each English Learner5. Create specific goals for students in Response to Intervention including home support6. Student support provided by Intervention Specialist and Kindergarten aides7. Create an afterschool homework club for students

BUDGET SUMMARYComplete the table below. LEAs may include additional information or more detail, including graphics.

DESCRIPTION AMOUNT

Total General Fund Budget Expenditures for LCAP Year $3,551,485

----------Total Funds Budgeted for Planned Actions/Services to Meet the Goals in the LCAP for LCAP Year

$96,755.00

The LCAP is intended to be a comprehensive planning tool but may not describe all General Fund Budget Expenditures. Briefly describe any of the General Fund Budget Expenditures specified above for the LCAP year not included in the LCAP.

MATES Charter School is operated as a not-for profit public benefit charter school. Therefore, the school accounts for its general fund activities under Fund 62. The projected general fund expenditures not reported on the Local Control and Accountability Plan (LCAP) represent the following general categories:

1. Salaries and benefits for certificated and classified employees2. Instructional and administrative supplies3. Non-capitalized equipment under $5,0004. Staff Development5. General Liability Insurance6. Facility and Utility costs7. Contracted instructional and administrative services8. Depreciation9. Other outgo including indirect costs charges

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$3,086,104 Total Projected LCFF Revenues for LCAP Year

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Annual Update LCAP Year Reviewed: 2016-17

Complete a copy of the following table for each of the LEA’s goals from the prior year LCAP. Duplicate the table as needed.

Goal1

Goal 1 – Students will increase their academic achievement

----------State and/or Local Priorities Addressed by this goal: STATE 1 2 3 4 5 6 7 8COE 9 10LOCAL

ANNUAL MEASURABLE OUTCOMES

EXPECTED ACTUAL

Scores for all students will improve from 73% meeting or exceeding standards to 75% of students meeting or exceeding standards on the CAASPP ELA assessment.

Scores for all students will improve from 74% meeting or exceeding standards to 76% of students meeting or exceeding standards on the CAASPP mathematics assessment.

Scores for English Learners will improve from 36% meeting or exceeding standards in ELA to 40% meeting or exceeding standards on the CAASPP ELA assessment.

Scores for English Learners wll improve from 36% meeting or exceeding standards in mathematics to 40% meeting or exceeding standards on the CAASPP mathematics assessment.

Scores for Economically Disadvantaged learners will improve from 31% meeting or exceeding standards in ELA to 39% meeting or exceeding standards on the CAASPP ELA assessment.

Scores for Economically Disadvantaged learners will improve from 23% meeting or exceeding standards in mathematics to 31% meeting or exceeding standards on the CAASPP mathematics assessment.

Scores for all students slightly decreased from 73% meeting or exceeding standards to 71% of students meeting or exceeding standards on the CAASPP ELA assessment, yet the average is still 46.1 points above level 3.

Scores for all students improved from 74% meeting or exceeding standards to 76% of students meeting or exceeding standards on the CAASPP mathematics assessment, for an average of 43.9 points above level 3.

Scores for English Learners improved from 36% meeting or exceeding standards in ELA to 40% meeting or exceeding standards on the CAASPP ELA assessment, this is an increase of 15.9 points for an average of 2.2 points below level 3.

Scores for English Learners improved from 36% meeting or exceeding standards in mathematics to 47% meeting or exceeding standards on the CAASPP mathematics assessment, for an average of 11.3 points above a level 3

Scores for Economically Disadvantaged learners remained the same at 31% meeting or exceeding standards on the CAASPP ELA assessment, for an average of 32.6 points below level 3.Scores for Economically Disadvantaged learners greatly improved from 23% meeting or exceeding standards in mathematics to 50% meeting or exceeding standards on the CAASPP mathematics assessment, this is an increase of 18.2 points for an average 8.3 points below level 3.

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ACTIONS / SERVICES

Duplicate the Actions/Services from the prior year LCAP and complete a copy of the following table for each. Duplicate the table as needed.

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Action 1Actions/Services

PLANNED1.1 - Use of close reading techniques

ACTUALUse of close reading techniques –Re-reading core texts for key details, to make story maps, and retell stories.Basic tracking, finding sight words, choral readingLanguage notebooks, book of the week program, poetry journals, word huntsHighlighting key details, note taking, citing evidence in textUse context cluesTeachers Pay Teachers items for close reading activitiesClose Reading activities used when working in Stemscopes and social studies textUse of Moby Max for individualized practice of close reading.

MATES is expected to spend $1,498 on Use of close reading techniques. This amount is $399 more than the original LCAP budget.

ExpendituresBUDGETEDTeachers Pay Teachers - Supply costs will be financed with State unrestricted dollars. $1,000

ESTIMATED ACTUALTeachers Pay Teachers - Supply costs will be financed with State unrestricted dollars. $203

Moby Max - Service cost will be financed with State unrestricted dollars. $99

Moby Max - Service cost will be financed with State unrestricted dollars. $1,295


PLANNED1.2 - Project ACT

ACTUALAct out stories or parts of stories (Tableaux), vocabulary words, punctuation marks, sequence of events, life cyclesAct out living sentencesAct out math sentences/problems, order of operations, living fractions, and number lines.

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Choral actingUse role play storiesUse various Project Act activities such as Tableaux, Hot Seat, Dr.-Know-It-All, Spacewalk, Bungle,etc.

MATES is expected to spend $227 on Project Act. This amount is $2,748 less than the original LCAP budget.

ExpendituresBUDGETEDDemonstration lessons provided by CLU undergraduate students - This action item does not generate additional costs for school. $0

ESTIMATED ACTUALThis action item will not generate additional costs for school. $0

Demonstration lessons provided by Dr. McCambridge - Service costs will be financed with State unrestricted dollars. $800

Services were not required of Dr. McCambridge therefore no charges will be billed to MATES. $0

Teacher release time to observe demonstration lessons - Certificated costs will be paid with State unrestricted dollars. $2,175

Teacher release time to observe demonstration lessons will be provided by the Assistant Director - Certificated costs will be paid with State unrestricted funds. $227


PLANNED1.3 - Direct instruction in questioning strategies, text features, and contextual clues using journals and projects.

ACTUALStory mapping, sentence frames, text features, plot, non-fiction vs. fictionGuided reading, reading centers (questioning and context clues are focused on)writing journals, science and social studies unit journals, interactive reading notebookopen-ended questionswebquestsTime for KidsNewsela.comDOGO News, Reading Sage, Tween TribuneTeachers Pay Teachers Resources

MATES is expected to spend $2,454 on direct instruction in questioning strategies, text features, and contextual clues using journals and projects. This amount is $2,804 less than the original LCAP budget.

ExpendituresBUDGETEDTeacher's supplies and resources - Supply costs will be financed with State unrestricted dollars. $1,577

ESTIMATED ACTUALTeacher's supplies and resources - Supply costs will be financed with State unrestricted dollars. $894

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Journals for students - Supply costs will be financed with State unrestricted dollars. $1,347

Journals for students - Supply costs will be financed with State unrestricted dollars. $424

Time for Kids or other subscriptions - Supply costs will be financed with State unrestricted dollars. $1,334

Time for Kids or other subscriptions - Supply costs will be financed with State unrestricted dollars. $933

Teachers Pay Teachers - Supply costs will be financed with State unrestricted dollars. $1,000

Teachers Pay Teachers - Supply costs will be financed with State unrestricted dollars. $203


PLANNED1.4B - Language Arts/Math Intervention provided by an Intervention Specialist -- 5 hours a day

ACTUALLanguage Arts/Math Intervention provided by an Intervention Specialist – 5 hours per day

MATES is expected to spend $33,009 on Language Arts/Math Intervention provided by an Intervention Specialists. This amount is $6,585 less than the original LCAP budget.

ExpendituresBUDGETEDTeacher's salary based on 0.633 FTE - Certificated costs will be paid with State unrestricted dollars. $39,594

ESTIMATED ACTUALTeacher's salary based on 0.50 FTE - Certificated costs will be paid with State unrestricted dollars. $33,009


PLANNED1.5B - English Language instruction for English learners in grades K-5 focusing on ELD standards will be integrated and designated by teachers within their schedules to meet the needs of English Language Learners

ACTUALThink, Pair, Share, partner discussions, partner reading, share your partner’s response, Symphony Circleoral reports, mystery bag oral clueschoral readingSentence Frames, mentor sentencesshare time,Small group instruction, guided reading (leveled reading)Writer’s workshopVisual cuesProject ActCollaborative group workListening and speaking activitiesFocused Academic Vocabulary instructionCenters focused on English Language Development FrameworkGraphic organizersSecret Stories

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Individualized Learning Plans developed based on CELDT scores focusing on a specific goal for language improvement. Plans developed by teacher, parents and administration.

MATES is expected to spend $2,467 on English language instruction for English learners in grades K-5 focusing on ELD standards. This amount is $67 more than the original LCAP budget.

ExpendituresBUDGETEDProfessional Development in ELA/ELD Framework - Service costs will be paid with State unrestricted dollars. $2,400

ESTIMATED ACTUALProfessional Development in ELA/ELD Framework - Service costs will be paid with State unrestricted dollars. $2,467

Secret Stories - This action item does not generate additional costs for 2016-17. $0

Secret Stories - This action item does not generate additional costs for 2016-17. $0


PLANNED1.6B - iPad applications and curriculum supplies for English immersion program

ACTUALHandwriting Without Tears AppQR WritingStoryline OnlineEducreationsApple movie makingSpelling 1Park MathEpicSpelling CityAudio BoomIXLKidrex.orgMoby MaxGoogle DocsPaint and whiteboard paintTouchcastAccelerated ReaderFlashcard AppKahootSmart Exchange Lessons

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MATES is expected to spend $12 on iPad applications and curriculum supplies for English immersion program. This amount is $1,488 less than the original LCAP budget.

ExpendituresBUDGETEDiPad applications & curriculum supplies - Supply costs will be financed with State unrestricted dollars. $1,500

ESTIMATED ACTUALiPad applications & curriculum supplies - Supply costs will be financed with State unrestricted dollars. $12


PLANNED1.7B - Provide instruction in Academic Vocabulary for English Language Learners

ACTUALColor code words, sentencesAct out vocabulary, vocabulary games (i.e. Taboo, Kahoot!)Visual cues,Draw PicturesAcademic vocabulary coupled with physical actions (Project Act)Mind MapVocabulary/Language notebookSmall group instructionWord of the weekMentor SentencesVocabulary WallSentence frames and startersWrite summariesUse Venn Diagrams, graphic organizersDecomposing wordsSpecific Academic Vocabulary lessonsTeachers Pay Teachers lessons/powerpoints

MATES is expected to spend $2,467 to provide instruction in Academic Vocabulary for English Language Learners. This amount is $33 less than the original LCAP budget.

ExpendituresBUDGETEDProfessional Development in Academic Vocabulary Building - Service costs will be paid with State unrestricted dollars. $2,500

ESTIMATED ACTUALProfessional Development in Academic Vocabulary Building - Service costs will be paid with State unrestricted dollars. $2,467


PLANNED ACTUAL

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1.8B - Create Individualized Learning Plans for each English Language Learner. Plans will be created during a meeting with Parent, Teacher and Administration. Goals and progress will be measured.

Created individualized Learning Plans for each English Language Learner. Plans were created during a meeting with Parent, Teacher and Administration. Goals and progress will be measured at annual meetings based on CELDT scores.

MATES is expected to spend $266 to create Individualized learning plans for English Language Learners. This amount is $64 less than the original LCAP budget.

ExpendituresBUDGETEDSubstitute teachers for teacher release time - Certificated costs will be paid with State unrestricted dollars. $330

ESTIMATED ACTUALSubstitute teachers for teacher release time - Certificated costs will be paid with State unrestricted dollars. $266


PLANNED1.9B - Response to Intervention Teacher .25 FTE

ACTUALHired a primary level RtI teacher. In addition, we used kindergarten aides for kindergarten intervention.

MATES is expected to spend $22,018 for Response to Intervention. This amount is $2,288 more than the original LCAP budget.

ExpendituresBUDGETEDTeacher's salary based on 0.25 FTE - Certificated costs will be paid with State unrestricted dollars. $19,730

ESTIMATED ACTUALTeacher's salary based on 0.25 FTE - Certificated costs will be paid with State unrestricted dollars.

Kindergarten Aides - Classified Cost will be paid with State unrestricted dollars. $22,018

ANALYSISComplete a copy of the following table for each of the LEA’s goals from the prior year LCAP. Duplicate the table as needed.

Use actual annual measurable outcome data, including performance data from the LCFF Evaluation Rubrics, as applicable.

Describe the overall implementation of the actions/services to achieve the articulated goal.

MATES has provided staff with monthly professional development in order for all teachers to be trained and up to date on effective teaching strategies. Training includes the use of close reading techniques, Project ACT, questioning strategies, text features, contextual clues, ELA/ELD framework, and academic vocabulary. All teachers create annual goals based on the needs of their current students and use the appropriate strategies for student success.

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Describe the overall effectiveness of the actions/services to achieve the articulated goal as measured by the LEA.

In addition to the good teaching strategies within the classroom such as close reading, Project Act, Direct Instruction, and instruction of Academic Vocabulary, MATES implemented a stronger Response to Intervention Program targeting English Language Learners, Socioeconomically Disadvantaged students and low performers. We increased the program to 25 hours per week in order to provide this service to students in K-5. Additionally, the Individualized Learning Plan meetings, in which staff and parents came together to create goals for our English Language Learners, were extremely successful in boosting the home/school communication and collaboration.

--------Explain material differences between Budgeted Expenditures and Estimated Actual Expenditures.

Some of our estimated actual expenditures are significantly different than what was initially budgeted. The Moby Max was significantly more than budgeted as it was adopted by the whole school as opposed to one classroom. Some teacher's supplies were significantly less than budgeted for various reasons. For example, teachers overestimated how much they would spend on journals. Some of the primary teachers chose not to subscribe to Time for Kids reducing the cost by $400. Teachers requested to be reimbursed for lessons and materials found on Teachers Pay Teachers, however many of those lessons and materials were free reducing our actual costs by nearly $800. We budgeted to bring in Dr. MacCambridge from CLU to provide follow-up staff development in Project Act. Staff has been trained over several years, and we have built a collaboration with CLU. In so doing, we hosted students from Dr. MacCambridge's classes who in turn provided demonstration Project Act lessons for our students and teachers. Thus the budgeted amount was not necessary. Additionally, we budgeted to purchase class quantities of iPad applications. Again, we found that many of the applications were free or previously purchased, and the budgeted amount was unnecessary. We over budgeted for Academic Vocabulary Professional Development. Much of the professional development was provided in-house and the need to pay for outside training did not come to fruition. While we may not have required budget expenditures, the actions were truly met by all staff.

--------Describe any changes made to this goal, expected outcomes, metrics, or actions and services to achieve this goal as a result of this analysis and analysis of the LCFF Evaluation Rubrics, as applicable. Identify where those changes can be found in the LCAP.

Many of our actions remain the same for the 2017-18 school year. The metrics have changed to reflect the new California Dashboard. Based on our evaluation of our previous scores and progress, we recognize that we need to increase services for our students who qualify as low socio-economic status. Over-budgeted items from 2016-17 LCAP have been corrected to reflect actual expenditures. Additionally, we incorporated more accountability for our Response to Intervention program.

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Annual Update LCAP Year Reviewed: 2016-17

Complete a copy of the following table for each of the LEA’s goals from the prior year LCAP. Duplicate the table as needed.

Goal2

Increase parent participation in school governance and decision making.

----------State and/or Local Priorities Addressed by this goal: STATE 1 2 3 4 5 6 7 8COE 9 10LOCAL

ANNUAL MEASURABLE OUTCOMES

EXPECTED ACTUAL

Increase parent attendance or knowledge in school governance and decision making at board meetings.Increase parent participation on committees.Increase parent attendance at Directors' Dialogues.

Parent attendance at school board meetings increased especially when there was an agenda item of interest.Parent knowledge in school governance and decision making at board meetings has increased.Parent attendance at Directors’ Dialogues continues to be consistent.

ACTIONS / SERVICES

Duplicate the Actions/Services from the prior year LCAP and complete a copy of the following table for each. Duplicate the table as needed.

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PLANNED2.1Increase parent attendance or knowledge in school governance and decision making at board meetings :

Continue to create board meeting reminders for Wednesday Folders. Include how to find the agenda on the MATES website.

ACTUALMonthly board meeting reminders are sent in a month at glance calendar for the Wednesday Folders

Monthly “all call” reminders of upcoming board meetings were made. Parents were reminded to find the agenda on the MATES website.

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Continue to provide monthly "all call" reminders of upcoming board meetings. Include how to find the agenda on the MATES website.

Work with YMCA or CLU students to provide childcare at board meetings.

Video tape board meetings and upload to the school website for parents who cannot attend.

Post re-usable banners on school fences that say, "Board Meeting Tonight" as a visual reminder on the day of board meetings.

Create a link on the Board page on the MATES website for Board Meeting FAQ's. (Items can include Brown Act, public comments, board agendas, purpose of MATES Board of Director's etc.

Create an online Suggestion Box for parents to ask questions or offer suggestions.

Students from the CLU Teach club provided child care at board meetings.

The IT specialist recorded and uploaded all school board meeting to the MATES website.

Re-usable banners were posted on the school fences. Banners read: “Board Meeting Tonight” and were posted on the day of board meetings.

There is a “Who We Are” link on the MATES webpage. Under that category there is a section “MATES Board.” On the MATES Board page, there is a Board FAQ link in which parents can find information about the Brown Act, how to make public comments, where to find board agendas, and the purpose of the MATES Board of Directors.

A physical Suggestion Box has been placed in the school office allowing parents to ask questions or offer suggestions.

MATES is expected to spend $0 to increase parent attendance or knowledge in school governance and decision making. This amount is $76 less than the original LCAP budget.

ExpendituresBUDGETEDPurchase re-usable banner - Supply costs will be financed with unrestricted dollars. $76

ESTIMATED ACTUALPurchase re-usable banner - The banner was purchased at the end of 2015-16. Consequently, the school did not realize an expenditure during 2016-17. $0


PLANNED2.2 To increase parent participation on committees: Continue to create invitations/reminders for meetingdates and times to be placed in the Wednesday Folders.

Creating a nicely printed three-fold brochure to hand out at the beginning of the year describing the different ways to get involved. Provide families with committee information at Back to School Bash. Include an explanation of the difference between PAC and MCN.

ACTUALMonthly board meeting reminders are sent in a month at glance calendar for the Wednesday Folders

A nicely printed three-fold, color brochure was created and handed out at the beginning of the year at the school’s annual Back to School Bash and Back to School Night. Parents were provided with committee information including meeting dates, times and contact information for the

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Create a committee interest and expertise survey, and provide the information to committee chairs to follow up with interested parents.

Host committee information booths at Back to School Night.

Post a list of committees and their descriptions on the MATES homepageCheck into childcare options during committee meetings. Committee members reach out to parents personally toparticipate on committees.

Work in coordination with the Mates Community Network (MCN) to use a consistent online signup tool, and train all committee chairs to use.

committee chair. Additionally, the brochure included an explanation of the difference between PAC and MCN.

Interest lists were collected at Back to School Bash and Back to School Night. Committee interest lists with names and emails were dispersed to committee chairs to follow up with interested parents.

The PAC hosted a committee information night at the Back to School Bash and Back to School Night.

There is a link under the Parents tab of the MATES homepage that connects parents to our Committees page. The page includes the committees, their descriptions, meeting dates, and committee chair information.

We were unable to secure childcare during committee meetings.

All volunteer signups for MATES Community Network (MCN), the PAC, and classroom activities were done through the signup tool, Sign-up Genius.

MATES is expected to spend $46 to increase parent participation on committees. This amount is $354 less than the original LCAP budget.

ExpendituresBUDGETEDPrint tri-fold brochure of committee descriptions - Supply costs will be financed with unrestricted dollars. $400

ESTIMATED ACTUALPrint tri-fold brochure of committee descriptions - Supply costs will be financed with unrestricted dollars. $46


PLANNED2.3 To continue attendance at Directors' Dialogues: Continue providing the opportunity for informal dialogue. Provide light snacks along with the coffee.Continue to provide reminders in Wednesday Folders of upcoming Directors' Dialogue.

Continue to provide "all call" reminders prior to Directors' Dialogue.

ACTUALMonthly Directors’ Dialogues were held to provide an opportunity for informal dialogue between parents and directors.

Light snacks were provided at Directors’ Dialogues in addition to the coffee.

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Once available on our Edlio website, send push notifications to remind parents of Directors' Dialogues.

Provide a method for parents to submit questions in advance of Directors' Dialogues.

Reminders are sent in Wednesday Folders and the e-folder providing information about upcoming Directors’ Dialogue.

All call reminders are sent prior to each Directors’ Dialogue.

MATES converted to the Edlio website and now has push notification capability. Push notifications are sent for all events including the Directors’ Dialogue providing yet another reminder for the parents.

A physical Suggestion Box has been placed in the school office allowing parents to ask questions or offer suggestions.

MATES is expected to spend $282 to promote attendance at Directors' Dialogues. This amount is $318 less than the original LCAP budget.

ExpendituresBUDGETEDCoffee - Supply costs will be financed with unrestricted dollars. $300

ESTIMATED ACTUALCoffee - Supply costs will be financed with unrestricted dollars. $141

Snacks - Supply costs will be financed with unrestricted dollars. $300 Snacks - Supply costs will be financed with unrestricted dollars. $141

ANALYSISComplete a copy of the following table for each of the LEA’s goals from the prior year LCAP. Duplicate the table as needed.

Use actual annual measurable outcome data, including performance data from the LCFF Evaluation Rubrics, as applicable.

Describe the overall implementation of the actions/services to achieve the articulated goal.

The Parent Advisory Council meets bi-monthly to discuss and plan implementation of goals. These meetings have included the planning and implementation of communication of board meeting dates, board duties, board agendas, and Brown Act. Additionally, they created a means of communicating to every grade level so that they could be informed of Board governance issues and opportunities for parent involvement. They also created a tri-fold brochure with committee information/duties, meeting dates, and methods of communicating with committee chairs. This also allowed for generation of a committee interest and parent expertise list.The Administration calendared and attended month Directors' Dialogues in which they offered an open forum for informal dialogue with the administration.The Webmaster upgraded our website to Edlio allowing for the site to be available in multiple languages. The program allowed for push notifications of all board meetings, committee meetings, and Directors' Dialogues.

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The actions taken to achieve the goal to increase parent attendance or knowledge in school governance and decision making have been beneficial. There is more attendance at board and committee meetings. Additionally, more parents are addressing the board in public comment. Each committee chair sends agendas and minutes to all committee members so that they are prepared for active committee meetings.Directors' Dialogues continue to be well attended. Parents have an opportunity for an open and informal dialogue with the administration. Administration is able to keep parents abreast of important events or topics that relate directly to the MATES population, and the parents have an opportunity to ask questions of the administration that will help them understand how and why decisions are made.

--------Explain material differences between Budgeted Expenditures and Estimated Actual Expenditures.

The material differences between our Budgeted Expenditures and our Estimated Actual Expenditures are small. We chose to print the tri-fold brochures in-house rather than send them to a printer and we the banner was purchased in the previous school year.

--------Describe any changes made to this goal, expected outcomes, metrics, or actions and services to achieve this goal as a result of this analysis and analysis of the LCFF Evaluation Rubrics, as applicable. Identify where those changes can be found in the LCAP.

We have changed this goal from increasing parental knowledge of the MATES governance and decision making to how parents can best support their students academically. We believe we have successfully increased the parent community's knowledge of MATES governance structure and how to make sure their voice is heard.

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Stakeholder Engagement--------------------LCAP Year 2017–18 2018–19 2019–20

----------INVOLVEMENT PROCESS FOR LCAP AND ANNUAL UPDATE

How, when, and with whom did the LEA consult as part of the planning process for this LCAP/Annual Review and Analysis?

Directors' Dialogues

Parent Advisory Council

Curriculum Committee

Teaching Staff

Student Climate Survey

MATES Board of Directors

INVOLVEMENT PROCESS FOR LCAP AND ANNUAL UPDATEIMPACT ON LCAP AND ANNUAL UPDATE

How did these consultations impact the LCAP for the upcoming year?

The consultations with our Stakeholders enabled the MATES staff to identify our strengths and weaknesses. In the areas that are strong, staff will continue to implement the high quality program that is instilling these standards. In the areas of need, staff is addressing alternate methods of providing support for these students so that they, too, will show growth.Information was presented to the Parent Advisory Council, Staff, Curriculum Committee, and the School Board. The information was reviewed to create goals.

The Parent Advisory Council reviewed the Annual School Climate Survey results to create goals for Engagement of the Parent Population, Student Outcomes, and School Climate

The Curriculum Committee reviewed the State Assessments and California Dashboard to create goals for Implementation of State Standards, Course Access, Pupil Achievement, Pupil Engagement and other pupil outcomes.

The Teaching Staff reviewed the State Assessments and California Dashboard to create goals for Implementation of State Standards, Course Access, Pupil Achievement, Pupil Engagement and other pupil outcomes.

Information was presented to the Parent Advisory Council, Staff, Curriculum Committee, and the School Board. The information was reviewed to create goals.

The Parent Advisory Council reviewed the progress toward previous goals and Annual School Climate Survey results to update and create goals for Engagement of the Parent Population, Student Outcomes, and School Climate

The Curriculum Committee reviewed the progress toward previous goals State Assessments and California Dashboard were used to review results to update and create goals for Implementation of State Standards, Course Access, Pupil Achievement, Pupil Engagement and other pupil outcomes.

The Teaching Staff reviewed the progress toward previous goals and State Assessments and California Dashboard were used to review results to update and create goals for Implementation of State Standards, Course Access, Pupil Achievement, Pupil Engagement and other pupil outcomes.

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Goals, Actions, & ServicesStrategic Planning Details and Accountability

Complete a copy of the following table for each of the LEA’s goals. Duplicate the table as needed.----------

New

Modified

Unchanged

----------

Goal 1 Students will increase their academic achievement.

----------State and/or Local Priorities Addressed by this goal: STATE 1 2 3 4 5 6 7 8

COE 9 10LOCAL

----------Identified Need To improve student achievement in ELA for specific subpopulations (English Learners, Socioeconomically

Disadvantaged, and Students with Disabilities).

----------EXPECTED ANNUAL MEASURABLE OUTCOMES

Metrics/Indicators Baseline 2017-18 2018-19 2019-20

CAASPP/ELA English LearnersCAASPP/ELA Socioeconomically DisadvantagedCAASPP/ELA Students with Disabilities

Medium 2.2 points below level 3Low 32.6 points below level 3Medium 0.1 points below level 3

Medium 4.8 points above a level 3 (7 point increase)Low 25.6 points below level 3 (7 point increase)Medium 6.9 points above a level 3 (7 point increase)

High 11.8 points above a level 3 (7 point increase)Low 18.6 points below a level 3 (7 point increase)High 13.9 points above a level 3 (7 point increase)

PLANNED ACTIONS / SERVICESComplete a copy of the following table for each of the LEA’s Actions/Services. Duplicate the table, including Budgeted Expenditures, as needed.

Action 1For Actions/Services not included as contributing to meeting the Increased or Improved Services Requirement:

Students to be ServedAll Students with Disabilities English Learners and Socioeconomically Disadvantaged

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Location(s)All Schools Specific Schools: Specific Grade spans:

OR

For Actions/Services included as contributing to meeting the Increased or Improved Services Requirement: Students to be Served

English Learners Foster Youth Low Income

Scope of ServicesLEA-wide Schoolwide OR Limited to Unduplicated Student Group(s)


ACTIONS/SERVICES

2017-18 2018-19 2019-20

New Modified Unchanged New Modified Unchanged New Modified Unchanged

1.1 Use of close reading techniques 1.1 Use of close reading techniques

BUDGETED EXPENDITURES 2017-18 2018-19 2019-20Amount $250 Amount $250 Amount

$250 $250Budget Reference Teachers Pay Teachers - Supply costs

will be financed with State unrestricted dollars

Budget Reference Teachers Pay Teachers - Supply costs

will be financed with State unrestricted dollars

Budget Reference

Amount $1,295 Amount $1,295 Amount

$1,295 $1,295Budget Reference Moby Max - Service cost will be financed

with State unrestricted dollars.

Budget Reference Moby Max - Service cost will be financed

with State unrestricted dollars

Budget Reference


Students to be ServedAll Students with Disabilities

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OR





ACTIONS/SERVICES

2017-18 2018-19 2019-20


1.2 Project ACT 1.2 Project ACT


$0 $0Budget Reference Demonstration lessons provided by CLU

undergraduate students - This action item does not generate additional costs for school.

Budget Reference Demonstration lessons provided by CLU

undergraduate students - This action item does not generate additional costs for school.

Budget Reference

Amount $461 Amount $461 Amount

$461 $461Budget Reference Teacher release time to observe

demonstration lessons will be provided by the Assistant Director - Certificated costs will be paid with State unrestricted funds.

Budget Reference Teacher release time to observe

demonstration lessons will be provided by the Assistant Director - Certificated costs will be paid with State unrestricted funds.

Budget Reference

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OR





ACTIONS/SERVICES

2017-18 2018-19 2019-20


1.3 Direct instruction in questioning strategies, text features, and contextual clues, using journals and projects.

1.3 Direct instruction in questioning strategies, text features, and contextual clues, using journals and projects.


$894 $894Budget Reference Teacher's supplies and resources -

Supply costs will be financed with State unrestricted dollars.

Budget Reference Teacher's supplies and resources -


Budget Reference


$500 $500

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Budget Reference Journals for students - Supply costs will

be financed with State unrestricted dollars

Budget Reference Journals for students - Supply costs will

be financed with State unrestricted dollars

Budget Reference


$950 $950Budget Reference Time for Kids or other subscriptions -


Budget Reference Time for Kids or other subscriptions -


Budget Reference


$250 $250Budget Reference Teachers Pay Teachers - supply costs

will be financed with State unrestricted dollars.

Budget Reference Teachers Pay Teachers - supply costs will

be financed with State unrestricted dollars.

Budget Reference




OR





ACTIONS/SERVICES

2017-18 2018-19 2019-20


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1.4B Language Arts/Math intervention provided by an Intervention Specialist -- 3.75 hours per day.

1.4B Language Arts/Math intervention provided by an Intervention Specialist -- 3.75 hours per day.

BUDGETED EXPENDITURES 2017-18 2018-19 2019-20Amount $52,513 Amount $55,354 Amount

$52,513 $52,513Budget Reference Teacher's salary based on 0.50 FTE -

Certificated costs will be paid with State unrestricted dollars.

Budget Reference Teacher's salary based on 0.50 FTE -

Certificated costs will be paid with State unrestricted dollars.

Budget Reference




OR





ACTIONS/SERVICES

2017-18 2018-19 2019-20


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1.5B Instruction for English learners in grades K-5 focusing on ELD standards will be integrated and designated by teachers within their schedules to meet the needs of English Language Learners

1.5B Instruction for English learners in grades K-5 focusing on ELD standards will be integrated and designated by teachers within their schedules to meet the needs of English Language Learners


$2,400 $2,400Budget Reference Professional Development in ELD -

Service costs will be paid with State unrestricted funds.

Budget Reference Professional Development in ELD -

Service costs will be paid with State unrestricted funds.

Budget Reference


$0 $0Budget Reference Secret Stories - This action item does not

generate additional costs for 2017-18.

Budget Reference Secret Stories - This action item does not

generate additional costs for 2018-19.

Budget Reference




OR





ACTIONS/SERVICES

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2017-18 2018-19 2019-20


1.6 Provide additional supplies for home use to Socioeconomically Disadvantaged Students.

1.6 Provide additional supplies for home use to Socioeconomically Disadvantaged Students.


$500 $500Budget Reference Instructional supplies specific to

Socioeconomically Disadvantage Students. Supply costs will be paid with State unrestricted dollars.

Budget Reference Instructional supplies specific to

Socioeconomically Disadvantage Students. Supply costs will be paid with State unrestricted dollars.

Budget Reference




OR





ACTIONS/SERVICES

2017-18 2018-19 2019-20

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1.7B Create individualized Learning Plans for each English Language Learner. Plans will be created during a meeting with Parent, Teacher and Administration. Goals and progress will be measured.

1.7B Create individualized Learning Plans for each English Language Learner. Plans will be created during a meeting with Parent, Teacher and Administration. Goals and progress will be measured.


$411 $411Budget Reference Substitute teachers for teacher release

time - Certificated costs will be paid with State unrestricted dollars.

Budget Reference Substitute teachers for teacher release


Budget Reference




OR





ACTIONS/SERVICES

2017-18 2018-19 2019-20


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1.8 Create specific goals for students in Response to Intervention including home supports.

1.10 Create specific goals for students in Response to Intervention including home supports.


$0 $0Budget Reference Planning time for Response to

Intervention teacher and specialist to create individualized - Costs for this action item are reflected in sections 1.4 and 1.9.

Budget Reference Planning time for Response to

Intervention teacher and specialist to create individualized - Cosst for this action item are reflected in sections 1.4 and 1.9.

Budget Reference




OR





ACTIONS/SERVICES

2017-18 2018-19 2019-20


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1.9B - Response to Intervention Specialist .125 FTE and Kindergarten Aides .75 FTE

1.9B - Response to Intervention Specialist .125 FTE and Kindergarten Aides .75 FTE


$4,954 $4,954Budget Reference Specialist's salary based on 0.25 FTE -

Classified costs will be paid with State unrestricted dollars.

Budget Reference Specialist's salary based on 0.25 FTE -

Classified costs will be paid with State unrestricted dollars.

Budget Reference


$22,387 $22,387Budget Reference Kindergarten Aides .75 FTE - Classified

costs will be paid with State unrestricted dollars.

Budget Reference Kindergarten Aides .75 FTE - Classified

costs will be paid with State unrestricted dollars.

Budget Reference

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New

Modified

Unchanged

----------

Goal 2 Increase parent participation in students’ academic success.


COE 9 10LOCAL

----------Identified Need Increase parent participation in students’ academic success.

Improved parent participation for parents of English Language LearnersImproved parent participation for parents of low socio-economic studentsIncrease Parent Engagement through EducationImprove parent participation for all students by creating grade-level specific tool kitsIncrease parent participation in the classroom and on campus.



CAASPP/ELA English Learners Medium 2.2 points below level 3 Medium 4.8 points above a level 3 (7 point increase)

High 11.8 points above a level 3 (7 point increase)

CAASPP/ELA Socioeconomically Disadvantaged

Low 32.6 points below level 3 Low 25.6 points below level 3 (7 point increase)

Low 18.6 points below a level 3 (7 point increase)

CAASPP/ELA Students with Disabilities

Medium 0.1 points below level 3 Medium 6.9 points above a level 3 (7 point increase)

High 13.9 points above a level 3 (7 point increase)



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Students to be ServedAll Students with Disabilities English Language Learners


OR





ACTIONS/SERVICES

2017-18 2018-19 2019-20


2.1 Individualized Learning Plan meetings for parents of English Language Learners

2.1 Individualized Learning Plan meetings for parents of English Language Learners


$411 $411Budget Reference Substitute teachers for teacher release


Budget Reference Substitute teachers for teacher release


Budget Reference



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OR





ACTIONS/SERVICES

2017-18 2018-19 2019-20


2.2 Parent Education Nights/Days 2.2 Parent Education Nights/Days


$231 $231Budget Reference Assistant Director and Parent

Organization will provide services for Parent Education Nights/Days. Certificated costs will be paid with State unrestricted dollars.

Budget Reference Assistant Director and Parent

Organization will provide services for Parent Education Nights/Days. Certificated costs will be paid with State unrestricted dollars.

Budget Reference




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OR





ACTIONS/SERVICES

2017-18 2018-19 2019-20


2.3 Create grade-level specific toolkits for distribution at Parent/Teacher Conferences and publication on the MATES website.

2.3 Create grade-level specific toolkits for distribution at Parent/Teacher Conferences and publication on the MATES website.


$100 $100Budget Reference Copy costs for toolkits for conference

distribution. Supply costs will be paid with State unrestricted dollars.

Budget Reference Copy costs for toolkits for conference

distribution. Supply costs will be paid with State unrestricted dollars.

Budget Reference




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OR





ACTIONS/SERVICES

2017-18 2018-19 2019-20


2.4 Hold a volunteer orientation for school volunteers. 2.4 Hold a volunteer orientation for school volunteers.


$231 $231Budget Reference Executive Director and Assistant Director

will conduct training for school volunteers in a 1/2 day seminar. Certificated costs will be paid with State unrestricted dollars.

Budget Reference Executive Director and Assistant Director

will conduct training for school volunteers in a 1/2 day seminar. Certificated costs will be paid with State unrestricted dollars.

Budget Reference


Students to be ServedAll Students with Disabilities Students not meeting standards


OR

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ACTIONS/SERVICES

2017-18 2018-19 2019-20


2.5 Create an after school homework club for students to attend with a credentialed teacher.

2.5 Create an after school homework club for students to attend with a credentialed teacher.


$2,669 $2,669Budget Reference Tutors will monitor students during

homework club for 45 minutes a session 3 days a week. Certificated costs will be paid with State unrestricted dollars.

Budget Reference Tutors will monitor students during

homework club for 45 minutes a session 3 days a week. Certificated costs will be paid with State unrestricted dollars.

Budget Reference

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New

Modified

Unchanged

----------

Goal 3 Build a culture of Positive Behavior allowing students to establish meaningful relationships with peers and adults.


COE 9 10LOCAL

----------Identified Need Reduce the number of suspensions.



decrease suspensions Medium 1.4% with 0.3% increase

Medium 1.1% with a 0.3% decrease

Low 0.8% with a 0.3% decrease





OR

For Actions/Services included as contributing to meeting the Increased or Improved Services Requirement:

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Students to be ServedEnglish Learners Foster Youth Low Income



ACTIONS/SERVICES

2017-18 2018-19 2019-20


Monitor behavior of students in need of services in social emotional groups

Monitor behavior of students in need of services in social emotional groups


$4,348 $4,348Budget Reference Social Groups meet with the School

Psychologist2 1/2 hours per week. Certificated costs will be financed with State unrestricted dollars.

Budget Reference Social Groups with the School

Psychologist2 1/2 hours per week. Certificated costs will be financed with State unrestricted dollars.

Budget Reference




OR

For Actions/Services included as contributing to meeting the Increased or Improved Services Requirement:

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Students to be ServedEnglish Learners Foster Youth Low Income



ACTIONS/SERVICES

2017-18 2018-19 2019-20


HEART of an Eagle Core Values Program HEART of an Eagle Core Values Program


$0 $0Budget Reference HEART of an Eagle Core Values

Lessons. This action item will not generate additional costs to school.

Budget Reference HEART of an Eagle Core Values

Lessons. This action item will not generate additional costs to school.

Budget Reference


$1,000 $1,000Budget Reference HEART of an Eagle Core Values

incentives for assemblies. Supply costs will be paid with State unrestricted dollars.

Budget Reference HEART of an Eagle Core Values

incentives for assemblies. Supply costs will be paid with State unrestricted dollars.

Budget Reference

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Demonstration of Increased or Improved Services for Unduplicated PupilsLCAP Year 2017–18 2018–19 2019–20

----------Estimated Supplemental and Concentration Grant Funds: $65,865 Percentage to Increase or Improve Services: 2.18%----------Describe how services provided for unduplicated pupils are increased or improved by at least the percentage identified above, either qualitatively or quantitatively, as compared to services provided for all students in the LCAP year.

Identify each action/service being funded and provided on a schoolwide or LEA-wide basis. Include the required descriptions supporting each schoolwide or LEA-wide use of funds (see instructions).----------Based on current enrollment projections, MATES charter school will educate 396 students during 2017-18. Approximately, 10.61% of these students will be deemed unduplicated. MATES will increase or improve services for unduplicated students by implementing the following services:

1. Language Arts/Math intervention provided by an Intervention teacher2. Instruction for English learners in grades K-5 focusing on ELD standards3. Provide additional supplies for home use to Socioeconomically disadvantaged students.4. Create individualized Learning Plans for each English Learner5. Create specific goals for students in Response to Intervention including home support6. Student support provided by Intervention Specialist and Kindergarten aides7. Create an afterschool homework club for students

--------------

Revised Local Control and Accountability Plan and Annual Update Template Instructions

AddendumThe Local Control and Accountability Plan (LCAP) and Annual Update Template documents and communicates local educational agencies’ (LEAs) actions and expenditures to support student outcomes and overall performance. For school districts and county offices of education, the LCAP is a three-year plan which is reviewed and updated in the second and third years of the plan. Charter schools may complete the LCAP to align with the term of the charter school’s budget, typically one year, which is submitted to the school’s authorizer. The LCAP and Annual Update Template must be completed by all LEAs each year.

For school districts, the LCAP must describe, for the school district and each school within the district, goals and specific actions to achieve those goals for all students and each student group identified by the Local Control Funding Formula (LCFF) (ethnic, socioeconomically disadvantaged, English learners, foster youth, pupils with disabilities, and homeless youth), for each of the state priorities and any locally identified priorities.

For county offices of education, the LCAP must describe, for each county office of education-operated school and program, goals and specific actions to achieve those goals for all students and each LCFF student group funded through the county office of education (students attending juvenile court schools, on probation or parole, or expelled under certain conditions) for each of the state priorities and any locally identified priorities. School districts and county offices of education may additionally coordinate and describe in their LCAPs services funded by a school district that are provided to students attending county-operated schools and programs, including special education programs.

If a county superintendent of schools has jurisdiction over a single school district, the county board of education and the governing board of the school district may adopt and file for review and approval a single LCAP consistent with the requirements in Education Code (EC) sections 52060, 52062, 52066, 52068, and 52070. The LCAP must clearly articulate to which entity’s budget (school district or county superintendent of schools) all budgeted and actual expenditures are aligned.

Charter schools must describe goals and specific actions to achieve those goals for all students and each LCFF subgroup of students including students with disabilities and homeless youth, for each of the state priorities that apply for the grade levels served or the nature of the program operated by the charter school, and any locally identified priorities. For charter schools, the inclusion and description of goals for state priorities in the LCAP may be modified to meet the grade levels served and the nature of the programs provided, including modifications to reflect only the statutory requirements explicitly applicable to charter schools in the Education Code. Changes in LCAP goals and actions/services for charter schools that result from the annual update process do not necessarily constitute a material revision to the school’s charter petition.

For questions related to specific sections of the template, please see instructions below:

Instructions: Linked Table of Contents

Plan SummaryAnnual UpdateStakeholder EngagementGoals, Actions, and ServicesPlanned Actions/ServicesDemonstration of Increased or Improved Services for Unduplicated Students

For additional questions or technical assistance related to completion of the LCAP template, please contact the local county office of education, or the CDE’s Local Agency Systems Support Office at: 916-319-0809 or by email at: [email protected].

Plan SummaryThe LCAP is intended to reflect an LEA’s annual goals, actions, services and expenditures within a fixed three-year planning cycle. LEAs must include a plan summary for the LCAP each year. When developing the LCAP, mark the appropriate LCAP year, and address the prompts provided in these sections. When developing the LCAP in year 2 or year 3, mark the appropriate LCAP year and replace the previous summary information with information relevant to the current year LCAP.In this section, briefly address the prompts provided. These prompts are not limits. LEAs may include information regarding local program(s), community demographics, and the overall vision of the LEA. LEAs may also attach documents (e.g., the LCFF Evaluation Rubrics data reports) if desired and/or include charts illustrating goals, planned outcomes, actual outcomes, or related planned and actual expenditures.An LEA may use an alternative format for the plan summary as long as it includes the information specified in each prompt and the budget summary table.The reference to LCFF Evaluation Rubrics means the evaluation rubrics adopted by the State Board of Education under EC Section 52064.5.

Budget SummaryThe LEA must complete the LCAP Budget Summary table as follows:

Total LEA General Fund Budget Expenditures for the LCAP Year: This amount is the LEA’s total budgeted General Fund expenditures for the LCAP year. The LCAP year means the fiscal year for which an LCAP is adopted or updated by July 1. The General Fund is the main operating fund of the LEA and accounts for all activities not accounted for in another fund. All activities are reported in the General Fund unless there is a compelling reason to account for an activity in another fund. For further information please refer to the California School Accounting Manual (http://www.cde.ca.gov/fg/ac/sa/). (Note: For some charter schools that follow governmental fund accounting, this amount is the total budgeted expenditures in the Charter Schools Special Revenue Fund. For charter schools that follow the not-for-profit accounting model, this amount is total budgeted expenses, such as those budgeted in the Charter Schools Enterprise Fund.)

Total Funds Budgeted for Planned Actions/Services to Meet the Goals in the LCAP for the LCAP Year: This amount is the total of the budgeted expenditures associated with the actions/services included for the LCAP year from all sources of funds, as reflected in the LCAP. To the extent actions/services and/or expenditures are listed in the LCAP under more than one goal, the expenditures should be counted only once.

Description of any use(s) of the General Fund Budget Expenditures specified above for the LCAP year not included in the LCAP: Briefly describe expenditures included in total General Fund Expenditures that are not included in the total funds budgeted for planned actions/services for

http://www.cde.ca.gov/fg/ac/sa/

the LCAP year. (Note: The total funds budgeted for planned actions/services may include funds other than general fund expenditures.)

Total Projected LCFF Revenues for LCAP Year: This amount is the total amount of LCFF funding the LEA estimates it will receive pursuant to EC sections 42238.02 (for school districts and charter schools) and 2574 (for county offices of education), as implemented by EC sections 42238.03 and 2575 for the LCAP year respectively.

Annual UpdateThe planned goals, expected outcomes, actions/services, and budgeted expenditures must be copied verbatim from the previous year’s* approved LCAP. Minor typographical errors may be corrected.

* For example, for LCAP year 2017/18 of the 2017/18 – 2019/20 LCAP, review the goals in the 2016/17 LCAP. Moving forward, review the goals from the most recent LCAP year. For example, LCAP year 2020/21 will review goals from the 2019/20 LCAP year, which is the last year of the 2017/18 – 2019/20 LCAP. Annual Measurable Outcomes

For each goal in the prior year, identify and review the actual measurable outcomes as compared to the expected annual measurable outcomes identified in the prior year for the goal.

Actions/ServicesIdentify the planned Actions/Services and the budgeted expenditures to implement these actions toward achieving the described goal. Identify the actual actions/services implemented to meet the described goal and the estimated actual annual expenditures to implement the actions/services. As applicable, identify any changes to the students or student groups served, or to the planned location of the actions/services provided.

AnalysisUsing actual annual measurable outcome data, including data from the LCFF Evaluation Rubrics, analyze whether the planned actions/services were effective in achieving the goal. Respond to the prompts as instructed.

Describe the overall implementation of the actions/services to achieve the articulated goal. Include a discussion of relevant challenges and successes experienced with the implementation process.


Explain material differences between Budgeted Expenditures and Estimated Actual Expenditures. Minor variances in expenditures or a dollar-for-dollar accounting is not required.

Describe any changes made to this goal, expected outcomes, metrics, or actions and services to achieve this goal as a result of this analysis and analysis of the data provided in the LCFF Evaluation Rubrics, as applicable. Identify where those changes can be found in the LCAP.

Stakeholder EngagementMeaningful engagement of parents, students, and other stakeholders, including those representing the student groups identified by LCFF, is critical to the development of the LCAP and the budget process. Education Code identifies the minimum consultation requirements for school districts and county offices of education as consulting with teachers, principals, administrators, other school personnel, local bargaining units of the school district, parents, and pupils in developing the LCAP. Education Code requires charter schools to consult with teachers, principals, administrators, other school personnel, parents, and pupils in developing the LCAP. In addition, Education Code Section 48985 specifies the requirements for the translation of notices, reports, statements, or records sent to a parent or guardian.

The LCAP should be shared with, and LEAs should request input from, school site-level advisory groups, as applicable (e.g., school site councils, English Learner Advisory Councils, student advisory groups, etc.), to facilitate alignment between school-site and district-level goals and actions. An LEA may incorporate or reference actions described in other plans that are being undertaken to meet specific goals.

Instructions: The stakeholder engagement process is an ongoing, annual process. The requirements for this section are the same for each year of a three-year LCAP. When developing the LCAP, mark the appropriate LCAP year, and describe the stakeholder engagement process used to develop the LCAP and Annual Update. When developing the LCAP in year 2 or year 3, mark the appropriate LCAP year and replace the previous stakeholder narrative(s) and describe the stakeholder engagement process used to develop the current year LCAP and Annual Update.

School districts and county offices of education: Describe the process used to consult with the Parent Advisory Committee, the English Learner Parent Advisory Committee, parents, students, school personnel, the LEA’s local bargaining units, and the community to inform the development of the LCAP and the annual review and analysis for the indicated LCAP year.Charter schools: Describe the process used to consult with teachers, principals, administrators, other school personnel, parents, and students to inform the development of the LCAP and the annual review and analysis for the indicated LCAP year.

Describe how the consultation process impacted the development of the LCAP and annual update for the indicated LCAP year, including the goals, actions, services, and expenditures.

Goals, Actions, and ServicesLEAs must include a description of the annual goals, for all students and each LCFF identified group of students, to be achieved for each state priority as applicable to type of LEA. An LEA may also include additional local priorities. This section shall also include a description of the specific planned actions an LEA will take to meet the identified goals, and a description of the expenditures required to implement the specific actions.

School districts and county offices of education: The LCAP is a three-year plan, which is reviewed and updated annually, as required. Charter schools: The number of years addressed in the LCAP may align with the term of the charter schools budget, typically one year, which is submitted to the school’s authorizer. If year 2 and/or year 3 is not applicable, charter schools must specify as such.

New, Modified, UnchangedAs part of the LCAP development process, which includes the annual update and stakeholder engagement, indicate if the goal, identified need, related state and/or local priorities, and/or expected annual measurable outcomes for the current LCAP year or future LCAP years are modified or unchanged from the previous year’s LCAP; or, specify if the goal is new.

GoalState the goal. LEAs may number the goals using the “Goal #” box for ease of reference. A goal is a broad statement that describes the desired result to which all actions/services are directed. A goal answers the question: What is the LEA seeking to achieve?

Related State and/or Local PrioritiesIdentify the state and/or local priorities addressed by the goal by placing a check mark next to the applicable priority or priorities. The LCAP must include goals that address each of the state priorities, as applicable to the type of LEA, and any additional local priorities; however, one goal may address multiple priorities. (Link to State Priorities)

Identified Need

Describe the needs that led to establishing the goal. The identified needs may be based on quantitative or qualitative information, including, but not limited to, results of the annual update process or performance data from the LCFF Evaluation Rubrics, as applicable.

Expected Annual Measurable OutcomesFor each LCAP year, identify the metric(s) or indicator(s) that the LEA will use to track progress toward the expected outcomes. LEAs may identify metrics for specific student groups. Include in the baseline column the most recent data associated with this metric or indicator available at the time of adoption of the LCAP for the first year of the three-year plan. The most recent data associated with a metric or indicator includes data as reported in the annual update of the LCAP year immediately preceding the three-year plan, as applicable. The baseline data shall remain unchanged throughout the three-year LCAP. In the subsequent year columns, identify the progress to be made in each year of the three-year cycle of the LCAP. Consider how expected outcomes in any given year are related to the expected outcomes for subsequent years.The metrics may be quantitative or qualitative, but at minimum an LEA must use the applicable required metrics for the related state priorities, in each LCAP year as applicable to the type of LEA. For the student engagement priority metrics, as applicable, LEAs must calculate the rates as described in the LCAP Template Appendix, sections (a) through (d).

Planned Actions/Services

For each action/service, the LEA must complete either the section “For Actions/Services not contributing to meeting Increased or Improved Services Requirement” or the section “For Actions/Services Contributing to Meeting the Increased or Improved Services Requirement.” The LEA shall not complete both sections for a single action.

For Actions/Services Not Contributing to Meeting the Increased or Improved Services RequirementStudents to be ServedThe “Students to be Served” box is to be completed for all actions/services except for those which are included by the LEA as contributing to meeting the requirement to increase or improve services for unduplicated students. Indicate in this box which students will benefit from the actions/services by checking “All”, “Students with Disabilities”, or “Specific Student Group(s)”. If “Specific Student Group(s)” is checked, identify the specific student group(s) as appropriate.Location(s)Identify the location where the action/services will be provided. If the services are provided to all schools within the LEA, the LEA must indicate “All Schools”. If the services are provided to specific schools within the LEA or specific grade spans only, the LEA must mark “Specific Schools” or “Specific Grade Spans”. Identify the individual school or a subset of schools or grade spans (e.g., all high schools or grades K-5), as appropriate.

Charter schools operating more than one site, authorized within the same charter petition, may choose to distinguish between sites by selecting “Specific Schools” and identify the site(s) where the actions/services will be provided. For charter schools operating only one site, “All Schools” and “Specific Schools” may be synonymous and, therefore, either would be appropriate. Charter schools may use either term provided they are used in a consistent manner through the LCAP.

For Actions/Services Contributing to Meeting the Increased or Improved Services Requirement:Students to be ServedFor any action/service contributing to the LEA’s overall demonstration that it has increased or improved services for unduplicated students above what is provided to all students (see Demonstration of Increased or Improved Services for Unduplicated Students section, below), the LEA must identify the unduplicated student group(s) being served.

Scope of Service

For each action/service contributing to meeting the increased or improved services requirement, identify scope of service by indicating “LEA-wide”, “Schoolwide”, or “Limited to Unduplicated Student Group(s)”. The LEA must select one of the following three options:

If the action/service is being funded and provided to upgrade the entire educational program of the LEA, place a check mark next to “LEA-wide.”

If the action/service is being funded and provided to upgrade the entire educational program of a particular school or schools, place a check mark next to “schoolwide”.

If the action/service being funded and provided is limited to the unduplicated students identified in “Students to be Served”, place a check mark next to “Limited to Student Groups”.

For charter schools and single-school school districts, “LEA-wide” and “Schoolwide” may be synonymous and, therefore, either would be appropriate. For charter schools operating multiple schools (determined by a unique CDS code) under a single charter, use “LEA-wide” to refer to all schools under the charter and use “Schoolwide” to refer to a single school authorized within the same charter petition. Charter schools operating a single school may use “LEA-wide” or “Schoolwide” provided these terms are used in a consistent manner through the LCAP.

Location(s)Identify the location where the action/services will be provided. If the services are provided to all schools within the LEA, the LEA must indicate “All Schools”. If the services are provided to specific schools within the LEA or specific grade spans only, the LEA must mark “Specific Schools” or “Specific Grade Spans”. Identify the individual school or a subset of schools or grade spans (e.g., all high schools or grades K-5), as appropriate.

Charter schools operating more than one site, authorized within the same charter petition, may choose to distinguish between sites by selecting “Specific Schools” and identify the site(s) where the actions/services will be provided. For charter schools operating only one site, “All Schools” and “Specific Schools” may be synonymous and, therefore, either would be appropriate. Charter schools may use either term provided they are used in a consistent manner through the LCAP.

Actions/ServicesFor each LCAP year, identify the actions to be performed and services provided to meet the described goal. Actions and services that are implemented to achieve the identified goal may be grouped together. LEAs may number the action/service using the “Action #” box for ease of reference.

New/Modified/Unchanged: Check “New” if the action/service is being added in any of the three years of the LCAP to

meet the articulated goal.

Check “Modified” if the action/service was included to meet an articulated goal and has been changed or modified in any way from the prior year description.

Check “Unchanged” if the action/service was included to meet an articulated goal and has not been changed or modified in any way from the prior year description.

o If a planned action/service is anticipated to remain unchanged for the duration of the plan, an LEA may check “Unchanged” and leave the subsequent year columns blank rather than having to copy/paste the action/service into the subsequent year columns. Budgeted expenditures may be treated in the same way as applicable.

Note: The goal from the prior year may or may not be included in the current three-year LCAP. For example, when developing year 1 of the LCAP, the goals articulated in year 3 of the preceding three-year LCAP will be from the prior year.

Charter schools may complete the LCAP to align with the term of the charter school’s budget that is submitted to the school’s authorizer. Accordingly, a charter school submitting a one-year budget to its authorizer may choose not to complete the year 2 and year 3 portions of the Goals, Actions, and

Services section of the template. If year 2 and/or year 3 is not applicable, charter schools must specify as such.Budgeted ExpendituresFor each action/service, list and describe budgeted expenditures for each school year to implement these actions, including where those expenditures can be found in the LEA’s budget. The LEA must reference all fund sources for each proposed expenditure. Expenditures must be classified using the California School Accounting Manual as required by Education Code sections 52061, 52067, and 47606.5. Expenditures that are included more than once in an LCAP must be indicated as a duplicated expenditure and include a reference to the goal and action/service where the expenditure first appears in the LCAP.If a county superintendent of schools has jurisdiction over a single school district, and chooses to complete a single LCAP, the LCAP must clearly articulate to which entity’s budget (school district or county superintendent of schools) all budgeted expenditures are aligned.

Demonstration of Increased or Improved Services for Unduplicated StudentsThis section must be completed for each LCAP year. When developing the LCAP in year 2 or year 3, copy the Demonstration of Increased or Improved Services for Unduplicated Students table and mark the appropriate LCAP year. Using the copy of the table, complete the table as required for the current year LCAP. Retain all prior year tables for this section for each of the three years within the LCAP.

Estimated Supplemental and Concentration Grant FundsIdentify the amount of funds in the LCAP year calculated on the basis of the number and concentration of low income, foster youth, and English learner students as determined pursuant to 5 CCR 15496(a)(5). Percentage to Increase or Improve ServicesIdentify the percentage by which services for unduplicated pupils must be increased or improved as compared to the services provided to all students in the LCAP year as calculated pursuant to 5 CCR 15496(a)(7).

Consistent with the requirements of 5 CCR 15496, describe how services provided for unduplicated pupils are increased or improved by at least the percentage calculated as compared to services provided for all students in the LCAP year. To improve services means to grow services in quality and to increase services means to grow services in quantity. This description must address how the action(s)/service(s) limited for one or more unduplicated student group(s), and any schoolwide or districtwide action(s)/service(s) supported by the appropriate description, taken together, result in the required proportional increase or improvement in services for unduplicated pupils.

If the overall increased or improved services include any actions/services being funded and provided on a schoolwide or districtwide basis, identify each action/service and include the required descriptions supporting each action/service as follows.

For those services being provided on an LEA-wide basis:

For school districts with an unduplicated pupil percentage of 55% or more, and for charter schools and county offices of education: Describe how these services are principally directed to and effective in meeting its goals for unduplicated pupils in the state and any local priorities.

For school districts with an unduplicated pupil percentage of less than 55%: Describe how these services are principally directed to and effective in meeting its goals for unduplicated pupils in the state and any local priorities. Also describe how the services are the most effective use of the funds to meet these goals for its unduplicated pupils. Provide the basis for this determination, including any alternatives considered, supporting research, experience or educational theory.

For school districts only, identify in the description those services being funded and provided on a schoolwide basis, and include the required description supporting the use of the funds on a schoolwide basis:

For schools with 40% or more enrollment of unduplicated pupils: Describe how these services are principally directed to and effective in meeting its goals for its unduplicated pupils in the state and any local priorities.

For school districts expending funds on a schoolwide basis at a school with less than 40% enrollment of unduplicated pupils: Describe how these services are principally directed to and how the services are the most effective use of the funds to meet its goals for English learners, low income students and foster youth, in the state and any local priorities.

State PrioritiesPriority 1: Basic Services addresses the degree to which:

A. Teachers in the LEA are appropriately assigned and fully credentialed in the subject area and for the pupils they are teaching;

B. Pupils in the school district have sufficient access to the standards-aligned instructional materials; andC. School facilities are maintained in good repair.

Priority 2: Implementation of State Standards addresses:A. The implementation of state board adopted academic content and performance standards for all

students, which are: a. English Language Arts – Common Core State Standards for English Language Artsb. Mathematics – Common Core State Standards for Mathematicsc. English Language Developmentd. Career Technical Educatione. Health Education Content Standardsf. History-Social Scienceg. Model School Library Standardsh. Physical Education Model Content Standardsi. Next Generation Science Standardsj. Visual and Performing Artsk. World Language; and

B. How the programs and services will enable English learners to access the CCSS and the ELD standards for purposes of gaining academic content knowledge and English language proficiency.

Priority 3: Parental Involvement addresses:A. The efforts the school district makes to seek parent input in making decisions for the school district and

each individual school site;B. How the school district will promote parental participation in programs for unduplicated pupils; and C. How the school district will promote parental participation in programs for individuals with exceptional

needs.Priority 4: Pupil Achievement as measured by all of the following, as applicable:

A. Statewide assessments;B. The Academic Performance Index;C. The percentage of pupils who have successfully completed courses that satisfy UC or CSU entrance

requirements, or programs of study that align with state board approved career technical educational standards and framework;

D. The percentage of English learner pupils who make progress toward English proficiency as measured by the CELDT;

E. The English learner reclassification rate;F. The percentage of pupils who have passed an advanced placement examination with a score of 3 or

higher; andG. The percentage of pupils who participate in, and demonstrate college preparedness pursuant to, the

Early Assessment Program, or any subsequent assessment of college preparedness.Priority 5: Pupil Engagement as measured by all of the following, as applicable:

A. School attendance rates;B. Chronic absenteeism rates;

C. Middle school dropout rates;D. High school dropout rates; andE. High school graduation rates;

Priority 6: School Climate as measured by all of the following, as applicable:A. Pupil suspension rates;B. Pupil expulsion rates; andC. Other local measures, including surveys of pupils, parents, and teachers on the sense of safety and

school connectedness.Priority 7: Course Access addresses the extent to which pupils have access to and are enrolled in:

A. S broad course of study including courses described under Sections 51210 and 51220(a)-(i), as applicable;

B. Programs and services developed and provided to unduplicated pupils; andC. Programs and services developed and provided to individuals with exceptional needs.

Priority 8: Pupil Outcomes addresses pupil outcomes, if available, for courses described under Sections 51210 and 51220(a)-(i), as applicable. Priority 9: Coordination of Instruction of Expelled Pupils (COE Only) addresses how the county superintendent of schools will coordinate instruction of expelled pupilsPriority 10. Coordination of Services for Foster Youth (COE Only) addresses how the county superintendent of schools will coordinate services for foster children, including:

A. Working with the county child welfare agency to minimize changes in school placement B. Providing education-related information to the county child welfare agency to assist in the delivery of

services to foster children, including educational status and progress information that is required to be included in court reports;

C. Responding to requests from the juvenile court for information and working with the juvenile court to ensure the delivery and coordination of necessary educational services; and

D. Establishing a mechanism for the efficient expeditious transfer of health and education records and the health and education passport.

Local Priorities address:A. Local priority goals; andB. Methods for measuring progress toward local goals.

APPENDIX A: PRIORITIES 5 AND 6 RATE CALCULATION INSTRUCTIONS

For the purposes of completing the LCAP in reference to the state priorities under Education Code sections 52060 and 52066, as applicable to type of LEA, the following shall apply:

(a) “Chronic absenteeism rate” shall be calculated as follows:

(1) The number of pupils with a primary, secondary, or short-term enrollment during the academic year (July 1 – June 30) who are chronically absent where “chronic absentee” means a pupil who is absent 10 percent or more of the schooldays in the school year when the total number of days a pupil is absent is divided by the total number of days the pupil is enrolled and school was actually taught in the total number of days the pupil is enrolled and school was actually taught in the regular day schools of the district, exclusive of Saturdays and Sundays.

(2) The unduplicated count of pupils with a primary, secondary, or short-term enrollment during the academic year (July 1 – June 30).

(3) Divide (1) by (2).

(b) “Middle School dropout rate” shall be calculated as set forth in California Code of Regulations, title 5, Section 1039.1.

(c) “High school dropout rate” shall be calculated as follows:

(1) The number of cohort members who dropout by the end of year 4 in the cohort where “cohort” is defined as the number of first-time grade 9 pupils in year 1 (starting cohort) plus pupils who transfer in, minus pupils who transfer out, emigrate, or die during school years 1, 2, 3, and 4.

(2) The total number of cohort members.

(3) Divide (1) by (2).

(d) “High school graduation rate” shall be calculated as follows:

(1) The number of cohort members who earned a regular high school diploma [or earned an adult education high school diploma or passed the California High School Proficiency Exam] by the end of year 4 in the cohort where “cohort” is defined as the number of first-time grade 9 pupils in year 1 (starting cohort) plus pupils who transfer in, minus pupils who transfer out, emigrate, or die during school years 1, 2, 3, and 4.

(2) The total number of cohort members.

(3) Divide (1) by (2).

(e) “Suspension rate” shall be calculated as follows:

(1) The unduplicated count of pupils involved in one or more incidents for which the pupil was suspended during the academic year (July 1 – June 30).


(3) Divide (1) by (2).

(f) “Expulsion rate” shall be calculated as follows:

(1) The unduplicated count of pupils involved in one or more incidents for which the pupil was expelled during the academic year (July 1 – June 30).


(3) Divide (1) by (2).

NOTE: Authority cited: Sections 42238.07 and 52064, Education Code. Reference: Sections 2574,

2575, 42238.01, 42238.02, 42238.03, 42238.07, 47605, 47605.6, 47606.5, 48926, 52052, 52060,

52061, 52062, 52063, 52064, 52066, 52067, 52068, 52069, 52070, 52070.5, and 64001,; 20 U.S.C.

Sections 6312 and 6314.

APPENDIX B: GUIDING QUESTIONSGuiding Questions: Annual Review and Analysis

1) How have the actions/services addressed the needs of all pupils and did the provisions of those services result in the desired outcomes?

2) How have the actions/services addressed the needs of all subgroups of pupils identified pursuant to Education Code Section 52052, including, but not limited to, English learners, low-income pupils, and foster youth; and did the provision of those actions/services result in the desired outcomes?

3) How have the actions/services addressed the identified needs and goals of specific school sites and were these actions/services effective in achieving the desired outcomes?

4) What information (e.g., quantitative and qualitative data/metrics) was examined to review progress toward goals in the annual update?

5) What progress has been achieved toward the goal and expected measurable outcome(s)? How effective were the actions and services in making progress toward the goal? What changes to goals, actions, services, and expenditures are being made in the LCAP as a result of the review of progress and assessment of the effectiveness of the actions and services?

6) What differences are there between budgeted expenditures and estimated actual annual expenditures? What were the reasons for any differences?

Guiding Questions: Stakeholder Engagement

1) How have applicable stakeholders (e.g., parents and pupils, including parents of unduplicated pupils and unduplicated pupils identified in Education Code Section 42238.01; community members; local bargaining units; LEA personnel; county child welfare agencies; county office of education foster youth services programs, court-appointed special advocates, and other foster youth stakeholders; community organizations representing English learners; and others as appropriate) been engaged and involved in developing, reviewing, and supporting implementation of the LCAP?

2) How have stakeholders been included in the LEA’s process in a timely manner to allow for engagement in the development of the LCAP?

3) What information (e.g., quantitative and qualitative data/metrics) was made available to stakeholders related to the state priorities and used by the LEA to inform the LCAP goal setting process? How was the information made available?

4) What changes, if any, were made in the LCAP prior to adoption as a result of written comments or other feedback received by the LEA through any of the LEA’s engagement processes?

5) What specific actions were taken to meet statutory requirements for stakeholder engagement pursuant to Education Code sections 52062, 52068, or 47606.5, as applicable, including engagement with representatives of parents and guardians of pupils identified in Education Code Section 42238.01?

6) What specific actions were taken to consult with pupils to meet the requirements 5 CCR 15495(a)?7) How has stakeholder involvement been continued and supported? How has the involvement of these

stakeholders supported improved outcomes for pupils, including unduplicated pupils, related to the state priorities?

Guiding Questions: Goals, Actions, and Services

1) What are the LEA’s goal(s) to address state priorities related to “Conditions of Learning”: Basic Services (Priority 1), the Implementation of State Standards (Priority 2), and Course Access (Priority 7)?

2) What are the LEA’s goal(s) to address state priorities related to “Pupil Outcomes”: Pupil Achievement (Priority 4), Pupil Outcomes (Priority 8), Coordination of Instruction of Expelled Pupils (Priority 9 – COE Only), and Coordination of Services for Foster Youth (Priority 10 – COE Only)?

3) What are the LEA’s goal(s) to address state priorities related to parent and pupil “Engagement”: Parental Involvement (Priority 3), Pupil Engagement (Priority 5), and School Climate (Priority 6)?

4) What are the LEA’s goal(s) to address any locally-identified priorities? 5) How have the unique needs of individual school sites been evaluated to inform the development of

meaningful district and/or individual school site goals (e.g., input from site level advisory groups, staff, parents, community, pupils; review of school level plans; in-depth school level data analysis, etc.)?

6) What are the unique goals for unduplicated pupils as defined in Education Code sections 42238.01 and bgroups as defined in section 52052 that are different from the LEA’s goals for all pupils?

7) What are the specific expected measurable outcomes associated with each of the goals annually and over the term of the LCAP?

8) What information (e.g., quantitative and qualitative data/metrics) was considered/reviewed to develop goals to address each state or local priority?

9) What information was considered/reviewed for individual school sites?10) What information was considered/reviewed for subgroups identified in Education Code Section 52052?11) What actions/services will be provided to all pupils, to subgroups of pupils identified pursuant to

Education Code Section 52052, to specific school sites, to English learners, to low-income pupils, and/or to foster youth to achieve goals identified in the LCAP?

12) How do these actions/services link to identified goals and expected measurable outcomes? 13) What expenditures support changes to actions/services as a result of the goal identified? Where can

these expenditures be found in the LEA’s budget?

Prepared by the California Department of Education, October 2016

LCAP Expenditure Summary

Total Expenditures by Funding Source

Funding Source2016-17

Annual UpdateBudgeted

2016-17Annual Update

Actual2017-18 2018-19 2019-20

2017-18through2019-20

TotalAll Funding Sources 76,462.00 64,746.00 96,755.00 100,542.00 0.00 197,297.00

76,462.00 64,746.00 96,755.00 100,542.00 0.00 197,297.00

* Totals based on expenditure amounts in goal and annual update sections.

Total Expenditures by Object Type

Object Type2016-17

Annual UpdateBudgeted

2016-17Annual Update

Actual2017-18 2018-19 2019-20

2017-18through2019-20

TotalAll Expenditure Types 76,462.00 64,746.00 96,755.00 100,542.00 0.00 197,297.00

76,462.00 64,746.00 96,755.00 100,542.00 0.00 197,297.00


Total Expenditures by Object Type and Funding Source

Object Type Funding Source2016-17Annual Update

Budgeted

2016-17Annual UpdateActual

2017-18 2018-19 2019-202017-18through2019-20

TotalAll Expenditure Types All Funding Sources 76,462.00 64,746.00 96,755.00 100,542.00 0.00 197,297.00

76,462.00 64,746.00 96,755.00 100,542.00 0.00 197,297.00


Total Expenditures by Goal

Goal 2017-18 2018-19 2019-202017-18through2019-20

TotalGoal 1 87,765.00 91,544.00 0.00 179,309.00

Goal 2 3,642.00 3,650.00 0.00 7,292.00

Goal 3 5,348.00 5,348.00 0.00 10,696.00

Goal 4 0.00 0.00 0.00 0.00


MATES CHARTER SCHOOL

DIRECTOR SALARY SCHEDULE

2017 - 2018

SCHEDULE NUMBER OF DAYS RATE

EXECUTIVE DIRECTOR 01/A/001 210 Annual 95,000.00

Daily 452.38

01/B/001 210 Annual 100,000.00

Daily 476.19

01/C/001 210 Annual 103,000.00

Daily 490.48

01/D/001 210 Annual 106,090.00

Daily 505.19

01/E/001 210 Annual 109,273.00

Daily 520.35

01/F/001 210 Annual 112,551.00

Daily 535.96

01/G/001 210 Annual 115,928.00

Daily 552.04

01/H/001 210 Annual 119,406.00

Daily 568.60

SCHEDULE NUMBER OF DAYS RATE

ASSISTANT DIRECTOR 01/A/002 210 Annual 82,284.00

Daily 391.83

01/B/002 210 Annual 84,754.00

Daily 403.59

01/C/002 210 Annual 87,297.00

Daily 415.70

01/D/002 210 Annual 89,916.00

Daily 428.17

01/E/002 210 Annual 92,612.00

Daily 441.01

HEALTH & WELFARE ANNUAL CAP: $14,759

EFFECTIVE : July 1, 2016

BOARD ADOPTED:

REVISED: May 6, 2016

POSITION

POSITION

MATES

CERTIFICATED SALARY SCHEDULE

2017 - 2018

Class I Class II Class III Class IV Class V

YEARS OF BA BA+15 BA+45 BA+60 BA+75 MA or DOC

SERVICE

01/CL1 01/CL2 01/CL3 01/CL4 01/CL5

1 44,065.00 46,709.00 47,166.00 49,063.00 52,717.00

2 44,065.00 47,166.00 47,826.00 50,834.00 54,620.00

3 44,065.00 47,826.00 48,575.00 52,354.00 56,075.00

4 44,065.00 48,575.00 50,055.00 53,799.00 57,460.00

5 44,065.00 49,204.00 52,996.00 56,783.00 60,470.00

6 44,065.00 52,112.00 55,948.00 59,762.00 63,489.00

7 45,071.00 55,019.00 58,895.00 62,746.00 66,504.00

8 47,420.00 57,925.00 61,839.00 65,729.00 69,524.00

9 49,754.00 60,847.00 64,787.00 68,707.00 72,550.00

10 63,749.00 67,737.00 71,695.00 75,563.00

11 66,653.00 70,683.00 74,664.00 78,584.00

12 66,653.00 70,683.00 77,650.00 81,600.00

13 66,653.00 70,683.00 80,626.00 84,624.00

14 66,653.00 70,683.00 80,626.00 87,638.00

15 66,653.00 70,683.00 80,626.00 87,638.00

16 66,653.00 70,683.00 80,626.00 87,638.00

17 66,653.00 70,683.00 80,626.00 87,638.00

18 66,653.00 70,683.00 80,626.00 87,638.00

19 67,487.00 71,517.00 81,460.00 88,473.00

20 67,487.00 71,517.00 81,460.00 88,473.00

21 67,487.00 71,517.00 81,460.00 88,473.00

22 67,487.00 71,517.00 81,460.00 88,473.00

23 67,487.00 71,517.00 81,460.00 88,473.00

24 68,322.00 72,352.00 82,295.00 89,307.00

25 68,322.00 72,352.00 82,295.00 89,307.00

26 68,322.00 72,352.00 82,295.00 89,307.00

27 68,322.00 72,352.00 82,295.00 89,307.00

28 68,322.00 72,352.00 82,295.00 89,307.00

29 69,156.00 73,186.00 83,129.00 90,780.00

Class I Bachelor's Degree and a valid California Credential.

Class II Bachelor's Degree and a valid California Credential plus 15 units earned subsequent to the B.A.

Class III Bachelor's Degree and a valid California Credential plus 45 units earned subsequent to the B.A.

Class IV Bachelor's Degree and a valid California Credential plus 60 units earned subsequent to the B.A.

HEALTH & WELFARE ANNUAL CAP: $14,759

186 TEACHER DAYS


BOARD ADOPTED: May 22, 2017


Class V Bachelor's Degree and a valid California Credential plus 75 units earned subsequent to the B.A. Including a Masters Degree or Doctorate

R:\Group\BSA\MATES\Payroll - Personnel\Salary Schedules\MATES 2017 - 2018.xls

MATES

MISCELLANEOUS CERTIFICATED SALARY SCHEDULE

2017 - 2018

CERTIFICATED DAILY SCHEDULE RATE

SUBSTITUTE 1 To 10 Days 01/001 $110.00

SUBSTITUTE 11 To 30 Days 01/002 $125.00

LONG TERM SUBSTITUTE 31 Days and Beyond 01/003 $150.00

SPECIAL ED PSYCH SVS 01/004 $475.00

CERTIFICATED HOURLY SCHEDULE RATE

EXTRA DUTY 01/I $40.00

SUBSTITUTE PSYCHOLOGIST 01/H $60.00

SPECIAL ED SPECIALIST 01/B $60.00

INDEPENDENT STUDY 01/E $34.00

INTERVENTION TUTOR 01/G $40.00

SPEECH LANGUAGE PATH 01/F $35.28


BOARD ADOPTED: Pending

REVISED: August 17, 2015


MATES

CLASSIFIED HOURLY SALARY SCHEDULE

2017 - 2018

SCHEDULE RATE

Substitute Custodian 02H/B/001 16.75$

02H/B/002 17.25$

02H/B/003 17.77$

02H/B/004 18.30$

02H/B/005 18.85$

02H/B/006 19.42$

Instructional Media Tech 02H/C/001 18.59$

02H/C/002 19.15$

02H/C/003 19.72$

02H/C/004 20.31$

02H/C/005 20.92$

02H/C/006 21.55$

Campus Supervisor/Yard Duty 02H/D/001 12.92$

02H/D/002 13.31$

02H/D/003 13.71$

02H/D/004 14.12$

02H/D/005 14.54$

02H/D/006 14.98$

Speech Therapy 02H/E/001 21.00$

02H/E/002 21.63$

02H/E/003 22.28$

02H/E/004 22.95$

02H/E/005 23.64$

02H/F/006 24.35$

Kindergarten Aide, InstructionalAide 02H/I/001 13.50$

Para Educator 02H/I/002 13.91$

02H/I/003 14.33$

02H/I/004 14.76$

02H/I/005 15.20$

02H/I/006 15.66$

Health/Attendance Clerk 02H/J/001 15.00$

02H/J/002 15.45$

02H/J/003 15.91$

02H/J/004 16.39$

02H/J/005 16.88$

02H/J/006 17.39$

Music Specialist 02H/K/001 30.11$

02H/K/002 31.01$

02H/K/003 31.94$

02H/K/004 32.90$

02H/K/005 33.89$

02H/K/006 34.91$

02H/K/007 35.96$

02H/K/008 37.04$

02H/K/009 38.15$

02H/K/010 39.29$

02H/K/011 40.47$

Art, Dance, PE Specialist 02H/L/001 23.00$

Science Specialist 02H/L/002 23.69$

Computer Specialist 02H/L/003 24.40$

Intervention Specialist (RTI) 02H/L/004 25.13$

02H/L/005 25.88$

02H/L/006 26.66$

Admin Asst/Office Manager 02H/M/001 23.57$

02H/M/002 24.28$

02H/M/003 25.01$

02H/M/004 25.76$

02H/M/005 26.53$

02H/M/006 27.33$

Special Ed Aide 02HN/001 14.00$

02HN/002 14.42$

02HN/003 14.85$

02HN/004 15.30$

02HN/005 15.76$

02HN/006 16.23$

Custodian 02H/O/001 22.22$

02H/O/002 24.11$

02H/O/003 24.83$

02H/O/004 25.57$

02H/O/005 26.34$

02H/O/006 27.13$

Library Specialist 02H/P/001 21.00$

02H/P/002 21.63$

02H/P/003 22.28$

02H/P/004 22.95$

02H/P/005 23.64$

02H/P/006 24.35$

Copy Clerk 02H/Q/001 11.00$

Sr. Office Clerk 02H/R/001 18.00$

02H/R/002 18.54$

02H/R/003 19.10$

02H/R/004 19.67$

02H/R/005 20.26$

02H/R/006 20.87$

Minimum Wage 01/01/2017 $10.50

Minimum Wage 01/01/2018 $11.00

Health and Welfare Cap 14,759.00$

EFFECTIVE : February 1, 2017

BOARD ADOPTED: February 21, 2017


POSITION


SCHEDULE RATE

Information Technology Specialist* CL SHAREA/001 33.05$

CL SHARE/A/002 33.71$

CL SHARE/A/003 34.38$

CL SHARE/A/002 35.07$

CL SHARE/A/003 35.77$

CL SHARE/A/004 36.49$

Minimum Wage 01/01/2016 $10.00

Health and Welfare Cap 14,759.00


BOARD ADOPTED:


POSITION

CLASSIFIED SHARED POSITIONS

MATES

2017 - 2018

Phone: (805) 383-1972 Fax: (805) 383-1973

e-mail: [email protected]

Budget Detail

Prepared By:

Benny Martinez

Ventura County Schools Business Services Authority

5189 Verdugo Way

Camarillo, CA 93012

2017/2018 Adopted Budget

Meadows Arts & Technology Elementary School2000 La Granada Drive

Thousand Oaks, California 91362

Phone (805) 495-7037www.matescharter.org

R:\Group\BSA\MATES\Budgets\2016-17\MATES 2016-17 Estimated Actuals Budget.xlsx

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Expenditure Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Actual Expenditures & Encumbrances to Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Budget Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Ending Balance Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cash Flow Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Revenue Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Meadows Arts & Technology Elementary School

2017/2018 Adopted Budget

Budget Detail

Table of Contents

Enrollment & ADA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


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MATES Enrollment-ADA Projections

Fiscal Year K 1st 2nd 3rd Total K-3 4th 5th Total 4-5 Total K-5 Change % Change

2014/15 CBEDS 61 61 61 61 244 61 61 122 366 0 0.00%

2015/16 CBEDS 66 66 66 66 264 61 61 122 386 20 5.46%

2016/17 Est. Enrollment 66 66 66 66 264 66 61 127 391 5 1.30%

2017/18 Est. Enrollment 66 66 66 66 264 66 66 132 396 5 1.28%

2018/19 Est. Enrollment 66 66 66 66 264 66 66 132 396 0 0.00%

2019/20 Est. Enrollment 66 66 66 66 264 66 66 132 396 0 0.00%

2020/21 Est. Enrollment 66 66 66 66 264 66 66 132 396 0 0.00%

2014-15 Estimated ADA 58.56 58.56 58.56 58.56 234.24 58.56 58.56 117.12 351.36

2015-16 Estimated ADA 63.36 63.36 63.36 63.36 253.44 58.56 58.56 117.12 370.56

2016-17 Estimated ADA 63.36 63.36 63.36 63.36 253.44 63.36 58.56 121.92 375.36

2017-18 Estimated ADA 63.36 63.36 63.36 63.36 253.44 63.36 63.36 126.72 380.16

2018-19 Estimated ADA 63.36 63.36 63.36 63.36 253.44 63.36 63.36 126.72 380.16

2019-20 Estimated ADA 63.36 63.36 63.36 63.36 253.44 63.36 63.36 126.72 380.16

2020-21 Estimated ADA 63.36 63.36 63.36 63.36 253.44 63.36 63.36 126.72 380.16

2014-15 Teachers 3 3 3 3 12 2 2 4 16

2015-16 Teachers 3 3 3 3 12 2 2 4 16

2016-17 Teachers 3 3 3 3 12 2 2 4 16

2017-18 Teachers 3 3 3 3 12 2 2 4 16

2018-19 Teachers 3 3 3 3 12 2 2 4 16

2019-20 Teachers 3 3 3 3 12 2 2 4 16

2020-21 Teachers 3 3 3 3 12 2 2 4 16

2014-15 Teacher/Student Ratio 20.33 20.33 20.33 20.33 30.5 30.5

2015-16 Teacher/Student Ratio 22 22 22 22 30.5 30.5

2016-17 Teacher/Student Ratio 22 22 22 22 33 30.5

2017-18 Teacher/Student Ratio 22 22 22 22 33 33





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Meadows Arts and Technology Elementary Charter School

CBEDS Enrollment/P1 Attendance/P2 Attendance (Funded ADA) Trends

# % # %

2015/16 CBEDS 386 375.00 373.62 20 5.46% 19 5.24% 99.63% 96.79%

2016/17 Est. Enrollment 391 381.62 379.36 5 1.30% 6 1.54% 99.41% 97.02%

2017/18 Est. Enrollment 396 380.16 380.16 5 1.28% 1 0.21% 100.00% 96.00%

2018/19 Est. Enrollment 396 380.16 380.16 0 0.00% 0 0.00% 100.00% 96.00%

2019/20 Est. Enrollment 396 380.16 380.16 0 0.00% 0 0.00% 100.00% 96.00%

Attendance

Percentage

(P2/P1)

Attendance

Percentage

(P2/ENROLL)Fiscal Year

CBEDS

Enrollment P1 ADA

*Estimated

P2 ADA

Incr/(Decr) from

Prior Year

CBEDS

Incr/(Decr) from

Prior Year P2 ADA

373.62

379.36 380.16 380.16 380.16

350

400

2015/16 CBEDS 2016/17 Est.Enrollment

2017/18 Est.Enrollment



Stu

de

nts

Fiscal Year

CBEDS Enrollment P1 ADA *Estimated P2 ADA


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State: Local Control

Funding Formula

$3,020,048

86%

State: Lottery

$74,887

2%

State: AB 602

$126,345

4%

State: Mandate Block

Grant

$85,264

2%

Federal: IDEA Part B

$64,856

2%

Local Revenue

$152,779

4%

MATES2016-17 Revenues

$3,524,179$9,290 per ADA (379.36)

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A B C D I L M N O P

Meadow Arts & Technology Elementary School

Based on Governor's 2016-17 Adopted Budget

2016/17

Estimated 2017/18 2018/19 2019/20

Object Description Comments Actuals Budget Budget Budget

Revenue Limit Sources

8011 Local Control Funding Formula 750,165$ 816,221$ $ 66,056 8.81% 902,417$ 997,084$

8012 Education Protection Act (EPA) Prop 30 454,811 454,811 - 0.00% 454,811 454,811

8019 General Purpose Block Grant Prior Year Adjustments - - - 0.00% - -

8019 Education Protection Act (EPA) Prior Year Adjustments - - - 0.00% - -

8096 In Lieu CVUSD 1,815,072 1,815,072 - 0.00% 1,815,072 1,815,072

8096 In Lieu Prior Year Adjustments - - - 0.00% -

Total LCFF Revenue Sources 3,020,048$ 3,086,104$ 66,056$ 2.19% 3,172,300$ 3,266,967$

Federal Sources

8181 Special Ed IDEA Part B 64,856$ 64,856$ -$ 0.00% 64,856$ 64,856$

8290 PCSGP Depreciation Only - - - 0.00% - -

Total Federal Sources 64,856$ 64,856$ -$ 0.00% 64,856$ 64,856$

Other State Revenue

8550 Mandate Block Grant 5,309$ 5,391$ 82$ 1.54% 5,402$ 5,402$

8550 One-time Mandated Costs Claims Discretionary ($214 x prior-year ADA) 79,955 - (79,955) -100.00% - -

8560 Unrestricted Lottery 379.36 ADA x 1.04446 @ $144.00 57,057 57,177 120 0.21% 57,177 57,177

8560 Unrestricted Lottery Prior Year Adjustments - - - 0.00% - -

8560 Restricted Lottery 379.36 ADA x 1.04446 @ $45.00 17,830 17,868 38 0.21% 17,868 17,868

8590 Other State Revenue Assessment Apportionment - - - 0.00% - -

Total Other State Revenue 160,151$ 80,436$ (79,715)$ -49.77% 80,447$ 80,447$

Other Local Revenue

8660 Interest .90% Interest rate 4,000$ 3,000$ (1,000)$ -25.00% 3,000$ 3,000$

8699 Local Revenue Other Local Income 0000 6,500 5,000 (1,500) -23.08% 5,000 5,000

8699 Local Revenue 9080 Site Donations (includes

classroom donations)

15,500 10,500 (5,000) -32.26% 10,500 10,500

8699 Local Revenue 9081 Fundraising 77,391 77,391 - 0.00% 77,391 77,391

8699 Local Revenue 9082 Art Program - - - 0.00% - -

8699 Local Revenue 9083 Disaster Fund 1,456 - (1,456) -100.00% - -

8699 Local Revenue 9084 Music Program (includes MCN

Donation)

12,665 - (12,665) -100.00% - -

8699 Local Revenue 9086 MATES Community Network 35,267 - (35,267) -100.00% - -

8792 Apportionment Transfer SpEd AB 602 126,345 126,345 - 0.00% 126,345 126,345

8792 Apportionment Transfer SpEd AB 602 (VCOE) - - - 0.00% - -

Total Other Local Revenue 279,124$ 222,236$ (56,888)$ -20.38% 222,236$ 222,236$

TOTAL REVENUES 3,524,179$ 3,453,632$ (70,547)$ -2.00% 3,539,839$ 3,634,506$

2017/18 vs. 2016/17

Budget Change

R:\Group\BSA\MATES\Budgets\2016-17\MATES 2016-17 Estimated Actuals Budget.xlsx6 of 15


Certificated Salaries

$1,482,938

41%

Classified Salaries

$416,356

12%

Employee Benefits

$659,197

18%

Books and Supplies

$269,729

8%

Services and Other

Oper

$707,282

20%

Depreciation

$39,641

1%

Other Outgo

$-

0%

MATES2016-17 Expenditures

$3,575,143$9,424 per ADA (379.36)

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A B C D I L M N O P



2016/17

Estimated 2017/18 2018/19 2019/20



1100 Teachers Classroom Teachers 16.0 FTE, Response to Intervention

.50 FTE, Science .32 FTE , (includes column adjustments)

$ 1,094,384 $ 1,163,083 68,699 6.28% $ 1,199,952 $ 1,233,745

1100 Teachers Special Ed. Teacher 0.75 FTE, Extra Testing Hours 59,284 63,489 4,205 7.09% 66,504 69,524

1110 Substitutes Substitutes (includes long-term subs) 57,796 33,481 (24,315) -42.07% 33,481 33,481

1130 Stipends Mentor Teacher Stipend 2,500 - (2,500) -100.00% - -

1140 Extra Duty Summer Stipend & Kindergarten Roundup 3,457 1,320 (2,137) -61.82% 1,320 1,320

1200 Pupil Support Spec. Ed. Speech/Audiology .60 FTE 20,660 30,482 9,822 47.54% 30,482 30,482

1200 Pupil support Spec. Ed. Psychology Services .50 FTE 44,175 44,175 - 0.00% 44,175 44,175

1300 Administration Executive Director 1.0 FTE, Asst Director 1.0 FTE 200,682 206,703 6,021 3.00% 212,904 219,290

Total Certificated Salaries 1,482,938$ 1,542,733$ 59,795$ 4.03% 1,588,818$ 1,632,017$

Classified Salaries

2100 Instructional Aides Special Education Aide .93125 FTE, Speech .375 FTE $ 37,735 $ 22,520 (15,215) -40.32% $ 22,826 $ 23,138

2100 Instructional Aides Specialists (Dance .24 FTE, Music 1.00 FTE, PE Specialist

.45 FTE, Art .30 FTE Science Specialist .475 FTE

95,264 105,359 10,095 10.60% 108,524 111,767

2100 Instructional Aides Kindergarten Aides .75 FTE, .125 FTE Intervention Aide

/Afterschool Club

18,433 24,244 5,811 31.52% 24,533 24,829

2200 Support - Instruct Media Tech Library Specialist 0.625 FTE 23,409 24,113 704 3.01% 24,837 24,837

2200 Custodian Custodians 1.0 FTE & Sub Custodian Hours 45,289 46,555 1,266 2.80% 47,873 49,226

2400 Clerical and Office Office Manager 1.00 FTE, Attendance/Health Clerk 1.00

FTE, Technology Support 1.00 FTE, Office Clerk hours

149,050 149,050 - 0.00% 149,050 149,050

2900 Other Classified Noon Duty Aides (hourly) 47,176 47,875 699 1.48% 49,307 50,774

Total Classified Salaries 416,356$ 419,716$ 3,360$ 0.81% 426,950$ 433,620$

Benefits

3100 STRS (Retirement) 12.580% 186,532$ 222,617$ 36,085$ 19.35% 258,660$ 295,885$

3200 PERS (Retirement) 13.888% 51,553 57,995 6,442 12.50% 77,278 90,193

3301 Medicare 1.45% 21,809 21,723 (86) -0.39% 23,038 23,664

3302 OASDI/Medicare 6.2% OASDI, 1.45% Medicare 31,456 31,397 (59) -0.19% 32,662 33,172

3401 Health and Welfare $14,759 per FTE 272,095 278,499 6,404 2.35% 287,361 287,361

3402 Health and Welfare $14,759 per FTE 71,449 71,872 423 0.59% 77,485 77,485

3500 State Unemployment Insurance 0.050% 922 955 33 3.58% 4,032 4,131

3600 Workers' Compensation 1.1234% 23,381 24,216 835 3.57% 24,875 25,490

Total Benefits 659,197$ 709,274$ 50,077$ 7.60% 785,391$ 837,381$

2017/18 vs. 2016/17

Budget Change

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2016/17

Estimated 2017/18 2018/19 2019/20


2017/18 vs. 2016/17

Budget Change

38

39

40

41

42

43

44

45

46

47

48

49

50

51

52

53

54

55

56

57

58

59

60

61

62

63

64

65

66

67

68

69

70

Books and Supplies

4100 Textbooks Classroom Textbooks (Math & New Science Curriculum) 72,711$ 17,000$ (55,711)$ -76.62% 17,406 17,834$

4200 Other Books Other Books Instructional - - - 0.00% - -

4300 Materials and Supplies Office/Administrative Supplies 2700 14,723 15,075 352 2.39% 15,446 15,852

4300 Materials and Supplies Health 3140 324 332 8 2.47% 340 349

4300 Materials and Supplies Custodial & Maintenance 8100 4,996 5,115 119 2.38% 5,241 5,379

4300 Materials and Supplies Instructional Supplies & Classroom Furniture 1000

(includes lottery funds)

25,990 21,490 (4,500) -17.31% 22,019 22,598

4300 Materials and Supplies Supplemental Concentration R0709 330 1,500 1,170 354.55% 1,500 1,500

4300 Materials and Supplies Library 2420 50 50 - 0.00% 50 50

4300 Materials and Supplies Site Donations 9080 (Classroom Donation for Teachers) 3,687 3,687 - 0.00% 3,687 3,687

4300 Materials and Supplies Fundraising Supplies 9081 41,666 41,666 - 0.00% 41,666 41,666

4300 Materials and Supplies Art Program 9082 872 - (872) -100.00% - -

4300 Materials and Supplies Disaster Fund Supplies 9083 2,123 - (2,123) -100.00% - -

4300 Materials and Supplies Pupil Testing 3160 113 116 3 2.65% 119 122

4300 Materials and Supplies Special Ed Supplies 3310,6500 5,127 3,000 (2,127) -41.49% 3,000 3,000

4300 Materials and Supplies Common Core 7405 - - - 0.00% - -

4300 Materials and Supplies Technology 1,704 1,704 - 0.00% 1,704 1,704

4300 Materials and Supplies Music Instruments Program 9084 10,949 - (10,949) -100.00% - -

4300 Materials and Supplies MCN 9086 (Acer Laptops, File Cabinet, Art Drying Rack

System, Art, Science & Classroom supplies, Mini iPads,

Pinecrest Furniture, APEX Donations to Classrooms)

64,655 - (64,655) -100.00% - -

4300 Materials and Supplies Science Program 9088 260 - (260) -100.00% - -

4400 Non-capitalized Equipment Free Standing Portable Partition 3310,6500 1,564 - (1,564) -100.00% - -

4400 Non-capitalized Equipment Locking Cabinet/MJP Rack 2700 1,151 - (1,151) -100.00% - -

4400 Non-capitalized Equipment Smart Board, Computer, Computer Cart 0709 - - - 0.00% - -

4400 Non-capitalized Equipment Technology 0TEC (Document Camera, Eno Board) - - - 0.00% - -

4400 Non-capitalized Equipment Common Core 7405 - - - 0.00% - -

4400 Non-capitalized Equipment Mac Book, 70" Interactive Commerical Displays, Media

Players, Epson Powerlite LCD Projector 9086

16,734 - (16,734) (1) -

-

4400 Non-capitalized Equipment Picnic Tables, MPR Projector, Computer Cart 9080 - - - 0.00% - -

Total Books and Supplies 269,729$ 110,735$ (158,994)$ -58.95% 112,178$ 113,741$

Other Services and Operating

5200 Travel and Conference Mileage 2700 -$ -$ -$ 0.00% -$ -$

5220 Travel and Conference Staff Dev. Admin 2700 (includes VCOE Leadership support

$5,000)

4,076 4,173 97 2.38% 4,276 4,388

5220 Travel and Conference Staff Dev. Instruct Special Ed 1,129 1,156 27 2.39% 1,184 1,215

5220 Travel and Conference Staff Dev. English Learners 0709 4,900 2,400 (2,500) -51.02% 2,400 2,400


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2016/17

Estimated 2017/18 2018/19 2019/20


2017/18 vs. 2016/17

Budget Change

71

72

73

74

75

76

77

78

79

80

81

82

83

84

85

86

87

88

89

90

91

92

93

94

95

96

97

98

99

100

101

102

103

104

105

106

5220 Travel and Conference Staff Dev. Instruct 15,956 - (15,956) -100.00% - -

Total Travel and Conference 26,061$ 7,729$ (18,332)$ -70.34% 7,860$ 8,003$

5300 Dues and Memberships 1,978$ 2,025$ 47$ 2.38% 2,075$ 2,130$

Total Dues and Memberships 1,978$ 2,025$ 47$ 2.38% 2,075$ 2,130$

5440 Pupil Insurance -$ -$ -$ 0.00% -$ -$

5450 Other Insurance CCSA (Liability) 27,657 28,318 661 2.39% 29,015 29,778

Total Insurance 27,657$ 28,318$ 661$ 2.39% 29,015$ 29,778$

5501 Utilities Gas 410$ 420$ 10$ 2.44% 430$ 441$

5502 Utilities Electric 39,000 39,932 932 2.39% 40,914 41,990

5504 Utilities Water 25,000 25,598 598 2.39% 26,228 26,918

5505 Utilities Trash 3,800 3,891 91 2.39% 3,987 4,092

Total Utilities 68,210$ 69,841$ 1,631$ 2.39% 71,559$ 73,441$

5600 Repairs Repairs Misc 718$ 735$ 17$ 2.37% 753$ 773$

5600 Lease Copier 9,323 9,546 223 2.39% 9,781 10,038

5600 Repairs Maintenance (Summer & Night Cleaning) 33,200 33,993 793 2.39% 34,829 35,745

5600 Facilities CVUSD Facilities Rent 102,360 104,806 2,446 2.39% 107,384 110,208

Total Leases, Rentals and Repairs 145,601$ 149,080$ 3,479$ 2.39% 152,747$ 156,764$

5800 Professional Services Board Staff Development 7100 (includes board retreat) 1,000$ 1,000$ -$ 0.00% 1,000$ 1,000$

5800 Professional Services Library: Spectrum Circulation 2420 899 920 21 2.34% 943 968

5800 Professional Services Technology 9,466 9,692 226 2.39% 9,930 10,191

5800 Professional Services Speech/Audiology 3150 3,500 3,584 84 2.40% 3,672 3,769

5800 Professional Services School Administration (VCFAST, Datawise, WASC, Zangle,

Escape, Blackboard Student Connect) 2700

20,474 20,963 489 2.39% 21,479 22,044

5800 Professional Services Other General Admin (Website Maintenance, Advertising,

Lobby Guard, Edlio) 7200

11,812 6,852 (4,960) -41.99% 7,021 7,206

5800 Professional Services VCOE 1% Oversight (Gen/Cat Block Grants only) 30,200 30,861 661 2.19% 31,723 32,670

5800 Professional Services Misc Instructional Services 1000 (includes Lottery funding,

Brainpop, MobyMax, Renaissance Learning) )

13,663 13,990 327 2.39% 14,334 14,711

5800 Professional Services English Immersion & Brainpop Software 0709 - - - 0.00% - -

5800 Professional Services Pupil Testing 3160 230 235 5 2.17% 241 247

5800 Professional Services Site Donations 9080 - Field Trips 362 Students x $15 1,795 1,838 43 2.40% 1,883 1,933

5800 Professional Services E-Rate 0050 2,000 2,000 - 0.00% 2,000 2,000

5800 Professional Services Health Services 3140 (Vision Screening/Nursing Support) 4,975 5,094 119 2.39% 5,219 5,356

5800 Professional Services Teacher Induction Program 6264 6,300 - (6,300) -100.00% - -

5800 Professional Services Maintenance 8100 (Pest Control) 6,441 1,230 (5,211) -80.90% 1,260 1,293

5800 Professional Services Disaster Fund 9083 - - - 0.00% - -

5800 Professional Services MCN 9086 (Library) - - - 0.00% - -

5800 Professional Services Special Ed Services (Speech & OT) 16,018 16,401 383 2.39% 16,804 17,246


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2

3

4

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A B C D I L M N O P



2016/17

Estimated 2017/18 2018/19 2019/20


2017/18 vs. 2016/17

Budget Change

107

108

109

110

111

112

113

114

115

116

117

118

119

120

121

122

123

124

125

126

127

5800 Professional Services Fundraising Services 9081 (4th & 5th grade) 35,725 35,725 - 0.00% 35,725 35,725

5801 Professional Services Audit 8,800 9,010 210 2.39% 9,232 9,475

5803 Professional Services BSA Services 227,570 226,648 (922) -0.41% 232,466 238,857

5804 Professional Services Fingerprinting 1,176 1,204 28 2.38% 1,234 1,266

5899 Professional Services Legal 10,000 10,000 - 0.00% 10,000 10,000

Total Professional Services 412,044$ 397,247$ (14,797)$ -3.59% 406,166$ 415,957$

5901 Communication Phone - Frontier Communications 8,092$ 8,285$ 193$ 2.39% 8,489$ 8,712$

5902 Communication Internet (Time Warner) 16,318 16,708 390 2.39% 17,119 17,569

5903 Communication Postage 1,321 1,353 32 2.42% 1,386 1,422

Total Communication 25,731$ 26,346$ 615$ 2.39% 26,994$ 27,703$

Total Other Services and Operating 707,282$ 680,586$ (26,696)$ -3.77% 696,416$ 713,776$

Depreciation

6900 Depreciation 39,641$ 31,270$ $ (8,371) -21.12% 24,386$ $ 18,578

Total Equip. and Depr. 39,641$ 31,270$ (8,371)$ -21.12% 24,386$ 18,578$

Other Outgo

7400 Debt Service - Interest -$ -$ $ - 0.00% -$ -$

Total Other Outgo -$ -$ -$ 0.00% -$ -$

TOTAL EXPENDITURES 3,575,143$ 3,494,314$ (80,829)$ -2.26% 3,634,138$ 3,749,113$



ACTUAL EXPENDITURES TO DATE2016/17 Actual Actual Total % % Balance Remaining

Estimated Encumbrances Expenditures Enc/Exp Enc. Exp.

Object Description Actuals as of 05/17/2017 as of 05/17/2017 as of 05/17/2017 To Date To Date Amount %


1000 Certificated Salaries 1,482,938$ 249,996$ 1,210,992$ 1,460,988$ 16.86% 81.66% 21,950$ 1.48%

2000 Classified Salaries 416,356 55,968 314,466 370,434 13.44% 75.53% 45,922 11.03%

3000 Employee Benefits 659,197 116,832 523,879 640,711 17.72% 79.47% 18,486 2.80%

4100 Textbooks 72,711 579 72,132 72,711 0.80% 99.20% - 0.00%

4200 Other Books - - - - 0.00% 0.00% - 0.00%

4300 Materials and Supplies 177,569 8,481 165,533 174,014 4.78% 93.22% 3,555 2.00%

4400 Noncapitalized Equipment 19,449 - 19,450 19,450 0.00% 100.01% (1) -0.01%

5200 Travel and Conference 26,061 390 17,002 17,392 1.50% 65.24% 8,669 33.26%

5300 Memberships and Dues 1,978 - 1,955 1,955 0.00% 98.84% 23 1.16%

5400 Insurance 27,657 - 27,488 27,488 0.00% 99.39% 169 0.61%

5500 Utilities 68,210 17,918 51,361 69,279 26.27% 75.30% (1,069) -1.57%

5600 Rentals, Leases, and Repairs 145,601 13,893 130,273 144,166 9.54% 89.47% 1,435 0.99%

5800 Professional Services 412,044 22,820 342,285 365,105 5.54% 83.07% 46,939 11.39%

5900 Communication 25,731 7,261 17,158 24,419 28.22% 66.68% 1,312 5.10%

6900 Depreciation 39,641 - - - 0.00% 0.00% 39,641 100.00%

7400 Debt Service - Interest - - - - 0.00% 0.00% - 0.00%

TOTAL EXPENDITURES 3,575,143$ 494,138$ 2,893,974$ 3,388,112$ 13.82% 80.95% 187,031$ 5.23%


12 of 15

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A B C D I L M N O P S



2016/17

Estimated 2017/18 2018/19 2019/20

Object Description Actuals Budget Budget Budget

REVENUES: Enrollment/ADA - 2016-17: 391/379.36, 2017-18: 396/380.16 2018-

19: 396/380.16, 2019-20: 396/380.16

8010-8099 Revenue Limit Sources $ 3,020,048 $ 3,086,104 $ 66,056 2.19% $ 3,172,300 $ 3,266,967 Local Control Funding Formula 16/17: GAP 55.28%, 17/18: GAP

23.67%, 18/19: GAP 34.42% 19/20: GAP 35.88%

8100-8299 Federal Revenue 64,856 64,856 - 0.00% 64,856 64,856

8300-8599 Other State 160,151 80,436 (79,715) -49.77% 80,447 80,447

8600-8799 Other Local 279,124 222,236 (56,888) -20.38% 222,236 222,236

TOTAL REVENUES 3,524,179$ 3,453,632$ (70,547)$ -2.00% 3,539,839$ 3,634,506$

EXPENDITURES

1000-1999 Certificated Salaries $ 1,482,938 $ 1,542,733 $ 59,795 4.03% $ 1,588,818 $ 1,632,017 Teacher FTE - 2016-17: 16.00, 2017-18: 16.00, 2018-19: 16.00,

2019-20: 16.00

2000-2999 Classified Salaries 416,356 419,716 3,360 0.81% 426,950 433,620 Instructional Aides FTE - 2016-17: 4.49, 2017-18: 4.32, 2018-19:

4.32, 2018-19: 4.32

3000-3999 Employee Benefits 659,197 709,274 50,077 7.60% 785,391 837,381

4000-4999 Books and Supplies 269,729 110,735 (158,994) -58.95% 112,178 113,741

5000-5999 Services and Other Operating 707,282 680,586 (26,696) -3.77% 696,416 713,776

6000-6999 Depreciation 39,641 31,270 (8,371) -21.12% 24,386 18,578

7000-7999 Other Outgo - - - 0.00% - -

TOTAL EXPENDITURES 3,575,143$ 3,494,314$ (80,829)$ -2.26% 3,634,138$ 3,749,113$

NET INCREASE/(DECREASE) (50,964)$ (40,682)$ 10,282$ -20.18% (94,299)$ (114,607)$

9791 Beginning Balance 1,746,495 1,695,531 (50,964) -2.92% 1,654,849 1,560,550

ENDING FUND BALANCE 1,695,531$ 1,654,849$ (40,682)$ -2.40% 1,560,550$ 1,445,943$

COMPONENTS OF ENDING FUND BALANCE

9797 R6230 California Clean Energy $ 50,317 $ 50,317 $ - 0.00% $ 50,317 $ 50,317

9797 R6264 Educator Effectiveness 10,315 10,315 - 0.00% 10,315 10,315

9797 R6300 Restricted Lottery - 15,168 15,168 New 15,168 15,168

9797 R6500 Special Ed 15,542 - (15,542) -100.00% - -

9797 R9015 Garden Grant 816 816 - 0.00% 816 816

9797 R9046 PCSGP (Depreciation) 1 - (1) -100.00% - -

9797 R9079 Foundation (Depreciation) 15,160 12,493 (2,667) -17.59% 9,826 7,159

9797 R9080 Restricted Donations 19,850 24,825 4,975 25.06% 24,825 24,825

9797 R9081 Fundraising Reserve 4,897 4,897 - 0.00% 4,897 4,897

9797 R9083 Disaster Funds 1,373 1,373 - 0.00% 1,373 1,373

9797 R9084 Music Program 7,305 7,305 - 0.00% 7,305 7,305

9797 R9085 Field Trip Scholarship Program 40 40 - 0.00% 40 40

9797 R9086 MATES Community Network 48,017 48,017 - 0.00% 48,017 48,017

9796 Economic Uncert. (Greater of 5% or $66K) 178,757 174,716 (4,041) -2.26% 181,707 187,456

Economic Uncert. % 5.00% 5.00% 0.00% 0.00% 5.00% 5.00%

9790 R1100 Unrestricted Lottery 114,302 89,181 (25,121) -21.98% 89,181 89,181

9790 R0070 Track Construction (Depreciation) 40,567 38,176 (2,391) -5.89% 35,785 33,394

9790 R0071 Instructional Expansion (Depreciation) 268,274 257,135 (11,139) -4.15% 245,996 234,857

9790 R0072 Curtain Renovation (Depreciation) 21,486 20,003 (1,483) -6.90% 18,520 17,037

9790 R0060 Mandate Block Grant 120,052 125,443 5,391 4.49% 125,443 125,443

9796 R0000 Other Depreciation 36,268 22,680 (13,588) -37.47% 15,975 15,078

9790 Undesignated 742,192 751,949 9,757 1.31% 675,043 573,265

ENDING FUND BALANCE 1,695,531$ 1,654,849$ (40,682)$ -2.40% 1,560,550$ 1,445,943$

2017/18 vs. 2016/17

Budget Change



$-

$200,000

$400,000

$600,000

$800,000

$1,000,000

$1,200,000

$1,400,000

$1,600,000

$1,800,000

2015-2016 2016-2017 2017-2018 2018-2019 2019-2020

Undesignated $- $742,192 $751,949 $675,043 $573,265

Curtain Renovation (Depreciation) $22,969 $21,486 $20,003 $18,520 $17,037

Instructional Expansion (Depreciation) $- $268,274 $257,135 $245,996 $234,857

Track Construction (Depreciation) $42,958 $40,567 $38,176 $35,785 $33,394

California Clean Energy $50,317 $50,317 $50,317 $50,317 $50,317

MATES Community Network $94,139 $48,017 $48,017 $48,017 $48,017

Foundation (Depreciation) $19,055 $15,160 $12,493 $9,826 $7,159

Other Restricted Programs $42,712 $44,597 $49,571 $49,572 $49,571

Special Education $48,243 $15,542 $- $- $-

Mandate Block Grant $34,787 $120,052 $125,443 $125,443 $125,443

Lottery $81,315 $114,302 $104,349 $104,349 $104,349

Other Depreciation $44,116 $36,268 $22,680 $15,975 $15,078

Economic Uncertainties $1,265,884 $178,757 $174,716 $181,707 $187,456

Components of Ending Fund Balance

14 of 15

MATES Charter School 2016/2017 Cash Flow Worksheet - Estimated Actuals Form CASH

Ventura County

Object July October February March April May June Accruals TOTAL

ACTUALS THRU MONTH OF APR

A. BEGINNING CASH 1,358,794.22$ 1,275,897.66$ 1,258,711.48$ 1,214,854.24$ 1,249,002.45$ 1,215,046.60$ 1,086,466.85$ 1,358,794.22$

B. RECEIPTS

Revenue Limit

Property Tax 8020-8079 - - - - - - - - -

LCFF-State Aid 8010-8019 39,241.00 70,634.00 66,819.00 66,819.00 66,819.00 66,819.00 - 51,237.00 750,165.00

LCFF Categorical-State-Aid 80XX - - - - - - - - -

State Aid - Prior Year adj 8019 - - (126,844.00) (114,416.00) 114,416.00 - - 126,844.00 -

Education Protection Act 8012 - - - 114,416.00 - - 66,699.00 - 454,811.00

Education Protection Act - Prior Year adj 8012 - - - - - - - - -

Other 8080-8099 - - - - - - - - -

In-Lieu to Charter 8096 - 131,068.00 131,068.00 288,276.00 144,138.00 127,055.04 127,055.04 135,891.64 1,815,072.00

In-Lieu to Charter - Prior Year adj 8096 - - 126,844.00 - - - - (126,844.00) -

IDEA Part B 3310 8181 - - - - - - - 64,597.00 64,856.00

Prop 39 Clean Energy Jobs Act 6230 8290 - - - - - - - - -

Mandated Cost Reimbursement 8550 - - - 1,766.00 - - - (1,766.00) 5,309.00

Mandated Cost (One-time) 8550 - - - - 11,836.00 - - 1,560.00 79,955.00

Lottery Unrestricted 1100 8560 - 8,684.49 - - 18,601.73 - - 16,920.64 57,057.00

Lottery Unrestricted (Prior Year) 1100 8560 - - (1,891.65) - - - - 1,891.65 -

Lottery Restricted 6300 8560 - 9,360.59 - - - - - 16,533.91 17,830.00

Lottery Restricted (Prior Year) 6300 8560 - - - - - - - (240.66) -

Educator Effectiveness 6264 8590 - - - - - - - - -

Other State Income 8590 - - - - - - - (258.32) -

Interest 8660 - - 1,690.40 - 1,178.34 - 256.80 (405.43) 4,000.00

Transportation Fees 8675 - - - - - - - - -

Interagency Income 8677 - - - - - - - - -

Other Local Income 8699 - 641.00 15,585.60 13,130.22 613.30 - - 55,568.76 148,779.00

Charter Supplemental Cat Block Grant 0000 8781 - - - - - - - - -

AB602 6500 8792 5,610.00 10,098.00 12,927.00 12,927.00 12,927.00 12,927.00 - 12,927.00 126,345.00

ContUnrstrctd, Field Trip 8980 - - - - - - -

Error Account 8999 - - - - - - - - -

TOTAL RECEIPTS 44,851.00 230,486.08 226,198.35 382,918.22 370,529.37 206,801.04 194,010.84 354,457.19 3,524,179.00

C. DISBURSEMENTS

Certificated Salaries 1000-1999 - 135,889.84 132,409.13 129,798.09 136,505.39 136,578.59 135,243.95 123.15 1,482,938.00

Classified Salaries 2000-2999 - 37,241.10 38,028.50 38,344.18 42,359.80 42,343.41 59,538.91 8.06 416,356.00

Employee Benefits 3000-3999 - 63,314.36 60,559.70 60,208.40 61,521.45 61,503.08 73,764.14 50.94 659,197.00

Supplies 4000-4999 3,939.36 15,069.38 23,527.35 10,158.84 25,635.00 10,789.16 - 7,955.46 269,729.00

Services 5000-5999 32,407.58 105,621.63 26,433.35 119,080.63 34,972.93 84,166.56 84,166.56 36,546.70 707,282.00

Capital Outlays 6000-6599 - - - - 39,641.00 - 39,641.00

Other Outgo 7000-7399 - - - - - - - - -

Other Outgo 7438-7439 - - - - - - - - -

Interfund Transfers Out 7600-7629 - - - - - - - - -

All Other Financing Uses 7630-7699 - - - - - - - - -

Other Disbursements - -

TOTAL DISBURSEMENTS 36,346.94 357,136.31 280,958.03 357,590.14 300,994.57 335,380.79 392,354.56 44,684.31 3,575,143.00

INCOME LESS EXPENDITURES 8,504.06 (126,650.23) (54,759.68) 25,328.08 69,534.80 (128,579.75) (198,343.72) 309,772.88 (50,964.00)

D. PRIOR YEAR TRANSACTIONS

Cash in Bank 9120 9,624.75 - - - - - - 1,100.00 10,724.75

Revolving Cash 9130 - - - - - - - - -

Prepaid Expenditures 9330 30,422.22 - - - - - - - 30,422.22

Equipment Depreciation 9400 - (45,191.89) - - - - 39,641.00 369,411.81 260,023.93

Accounts Receivable 92XX 106,456.67 1,214.37 (125,362.86) 8,820.13 - - 118,023.87 - 148,588.34

Accounts Payable 9510-9650 (52,662.79) 11,783.71 136,265.30 - (103,490.65) - (30,541.86) - (62,058.63)

Undefined Object - - - - -

Rounding Adjustment - -

TOTAL PY TRANSACTIONS 93,840.85 (32,193.81) 10,902.44 8,820.13 (103,490.65) - 127,123.01 370,511.81 387,700.61

E. NET INCREASE/(DECREASE)

(B-C+D) 102,344.91 (158,844.04) (43,857.24) 34,148.21 (33,955.85) (128,579.75) (71,220.71) 680,284.69 336,736.61

F. ENDING CASH (A+E) 1,461,139.13 1,117,053.62 1,214,854.24 1,249,002.45 1,215,046.60 1,086,466.85 1,015,246.14

G. ENDING FUND BALANCE 1,695,530.83

R:\Group\BSA\MATES\Budgets\2016-17\MATES 2016-17 Estimated Actuals Budget.xlsx 5/17/2017 12:28 PM15 of 15

Adopted Budget

Certification

Meadows Arts and Technology Elementary July 1 Budget Ventura County Office of Education Fiscal Year 2017-18 Ventura County Charter School Certification

Charter Number: 1072

56 10561 6055974 Form CB

To the chartering authority and the county superintendent of schools (or only to the county superintendent of schools if the county board of education is the chartering authority):

2017-18 CHARTER SCHOOL BUDGET REPORT: This report is hereby filed by the charter school pursuant to

Education Code Section 47604.33(a).

Signed: Date: Charter School Official

(Original signature required)

Printed Name: Brenda Olshever Title: Executive Director

For additional information on the budget report, please contact:

Charter School Contact:

Tami Peterson Name

Chief Business Official

Title

805-383-1972

Telephone

toeterson(vcoe.oro E-mail Address

California Dept of Education SACS Financial Reporting Software - Version 2017.1.0 File: cbi-cs (Rev 03/22/2017) Page 1 Printed: 5/17/2017 11:00 AM

slu;)Iuoo jo olqul

Meadows Arts and Technology Elementary July 1 Budget Ventura County Office of Education TABLE OF CONTENTS 56 10561 6055974 Ventura County Form TC

G = General Ledaer Data: S = Suoolemental Data

Form

- -

Description Data Supplied For: 2016-17 2017-18

Estimated Budget Actuals

01 General Fund/County School Service Fund 11 Adult Education Fund 12 Child Development Fund 13 Cafeteria Special Revenue Fund 14 Deferred Maintenance Fund 15 Pupil Transportation Equipment Fund 17 Special Reserve Fund for Other Than Capital Outlay Projects 18 School Bus Emissions Reduction Fund 19 Foundation Special Revenue Fund 20 Special Reserve Fund for Postemployment Benefits 21 Building Fund 25 Capital Facilities Fund 30 State School Building Lease-Purchase Fund 35 County School Facilities Fund 40 Special Reserve Fund for Capital Outlay Projects 49 Capital Project Fund for Blended Component Units 51 Bond Interest and Redemption Fund 52 Debt Service Fund for Blended Component Units 53 Tax Override Fund 56 Debt Service Fund 57 Foundation Permanent Fund 61 Cafeteria Enterprise Fund 62 Charter Schools Enterprise Fund G G 63 Other Enterprise Fund 66 Warehouse Revolving Fund 67 Self-Insurance Fund 71 Retiree Benefit Fund 73 Foundation Private-Purpose Trust Fund 76 Warrant/Pass-Through Fund 95 Student Body Fund 76A Changes in Assets and Liabilities (Warrant/Pass-Through) 95A Changes in Assets and Liabilities (Student Body) A Average Daily Attendance S 5 ASSET Schedule of Capital Assets CASH Cashflow Worksheet CB Budget Certification s CHG Change Order Form DEBT Schedule of Long-Term Liabilities ICR Indirect Cost Rate Worksheet L Lottery Report GS NCMOE No Child Left Behind Maintenance of Effort GS SEAS Special Education Revenue Allocations Setup (SELPA Selection) SIAA Summary of Interfund Activities - Actuals SlAB Summary of Interfund Activities - Budget

--

California Dept of Education SACS Financial Reporting Software - 2017. 1.0 File: tc (Rev 03/03/2014) Page 1 of 1 Printed: 5/17/2017 10:59 AM

Fund 620 Charter Schools Enterprise Fund

Meadows Arts and Technology Elementary July 1 Budget Ventura County Office of Education Charter Schools Enterprise Fund 56 10561 6055974 Ventura County Expenses by Object Form 62

Description Resource Codes Object Codes 2016-17

Estimated Actuals 2017-18 Budget

Percent Difference

A. REVENUES

1) LCFF Sources 8010-8099

2) Federal Revenue 8100-8299

3) Other State Revenue 8300-8599

4) Other Local Revenue 8600-8799

5) TOTAL, REVENUES

3,020,048.00 3,086,104.00 2.2%

64,856.00 64,856.00 0.0%

160,151.00 80,436.00 -49.8%

279,124.00 222,236.00 -20.4%

3,524,179.00 3,453,632.00 -2.0%

B. EXPENSES

1) Certificated Salaries 1000-1999

2) Classified Salaries 2000-2999

3) Employee Benefits 3000-3999

4) Books and Supplies 4000-4999

5) Services and Other Operating Expenses 5000-5999

6) Depreciation 6000-6999

7) Other Outgo (excluding Transfers of Indirect 7100-7299,

Costs) 7400-7499

8) Other Outgo - Transfers of Indirect Costs 7300-7399

9) TOTAL, EXPENSES

1,482,938.00 1,542,733.00 4.0%

416,356.00 419,716.00 0.8%

659,197.00 709,274.00 7.6%

269,729.00 110,735.00 -58.9%

707,282.00 680,586.00 -3.8%

39641.00 31,270.00 -21.1%

0.00 0.00 0.0%

0.00 0.00 0.0%

3,575,143.00 3,494,314.00 -2.3%

C. EXCESS (DEFICIENCY) OF REVENUES OVER EXPENSES BEFORE OTHER FINANCING SOURCES AND USES (A5 - 139) (50,964.00) (40,682.00) -20.2%

D. OTHER FINANCING SOURCES/USES

1) Interfund Transfers a) Transfers In 8900-8929

b) Transfers Out 7600-7629

2) Other Sources/Uses

a) Sources 8930-8979

b) Uses 7630-7699

3) Contributions 8980-8999

4) TOTAL, OTHER FINANCING SOURCES/USES

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00

0.00

0.00 0.0%

1 0.00 0.0%

California Dept of Education SACS Financial Reporting Software -2017.1,0 File: fund-b (Rev 04/07/2017 Page 1 Printed: 5/17/2017 11:00 AM

Meadows Arts and Technology Elementary July 1 Budget Ventura County Office of Education Charter Schools Enterprise Fund 56 10561 6055974

Ventura County Expenses by Object Form 62



Percent Difference

E. NET INCREASE (DECREASE) IN NET POSITION (C + D4) (50,964.00) (40,682.00) -20.2%

F. NET POSITION

1) Beginning Net Position a) As of July 1 - Unaudited 9791

b) Audit Adjustments 9793

c)As of July 1 - Audited (Fla + Fib)

d) Other Restatements 9795

e)Adjusted Beginning Net Position (Fic + Fid)

2) Ending Net Position, June 30 (E + Fie)

Components of Ending Net Position

a) Net Investment in Capital Assets 9796

b) Restricted Net Position 9797

c) Unrestricted Net Position 9790

1746,495.00 1,695531.00 -2.9%

0.00 0.00 0.0%

1,746,495.00 1,695,531.00 -2.9%

0.00 0.00 0.0%

1,746,495.00 1,695,531.00 -2.9%

1,695,531.00 1,654,849.00 -2.4%

215,025.00 197,396.00 -8.2%

173,633.00 175,566.00 1.1%

1,306,873.00 1,281,887.00 -1.9%

California Dept of Education SACS Financial Reporting Software -2017.1.0

Printed 5/17/2017 11:00 AM File: fund-b (Rev 04/07/2017 Page 2


scription

ASSETS 1) Cash

a) in County Treasury

1) Fair Value Adjustment to Cash in County Treasury

b) in Banks

c) in Revolving Fund

d) with Fiscal Agent

e) collections awaiting deposit

2) Investments

3) Accounts Receivable

4) Due from Grantor Government

5) Due from Other Funds

6) Stores

7) Prepaid Expenditures

8) Other Current Assets

9) Fixed Assets a) Land

b) Land Improvements

c) Accumulated Depreciation - Land Improvements

d) Buildings

e) Accumulated Depreciation - Buildings

f) Equipment

g) Accumulated Depreciation - Equipment

h) Work in Progress

9110

9111

9120

9130

9135

9140

9150

9200

9290

9310

9320

9330

9340

9410

9420

9425

9430

9435

9440

9445

9450

2016-17 2017-18 ated Actuals

1,070,510.53

0.00

100.00

1,000.03

0.00

0.00

0.00

0.00

0.00

0.00

1.69700

0.00

47,820.00

0.00

278,484.70

0.00

(347,178.50)

0.00

Percent

DEFERRED OUTFLOWS OF RESOURCES

1) Deferred Outflows of Resources 9490

California Dept of Education SACS Financial Reporting Software - 2017.1.0 File: fund-b (Rev 04107/2017 Page 3 Printed: 5117/2017 11:00 AM

Meadows Arts and Technology Elementary July 1 Budget Ventura County Office of Education Charter Schools Enterprise Fund Ventura County Expenses by Object

56 10561 6055974 Form 62

2016-17 Resource Codes Object Codes Estimated Actuals

LIABILITIES

1) Accounts Payable

2) Due to Grantor Governments

3) Due to Other Funds

4) Current Loans

5) Unearned Revenue

6) Long-Term Liabilities

a) Net Pension Liability

b) Net OPEB Obligation

c) compensated Absences

d) COPs Payable

e) Capital Leases Payable

f) Lease Revenue Bonds Payable

g) Other General Long-Term Liabilities

9500

9590

9610

9640

9650

9663

9664

9665

9666

9667

9668

9669

3235.41

4,970.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

0.00

2017-18 Percent

DEFERRED INFLOWS OF RESOURCES

1) Deferred Inflows of Resources 9690

NET POSITION

Net Position, June 30 (iT10 + F-12\ - (17 + .12)

California Dept of Education SACS Financial Reporting Software - 2017. 1.0 File: fund-b (Rev 04/07/2017 Page 4 Printed: 5117/2017 11:00AM


Description Resource codes Oblect codes 2016-17


Percent Difference

LCFF SOURCES

Principal Apportionment State Aid - Current Year

Education Protection Account State Aid - Current Year

State Aid Prior Years

LCFF Transfers

Unrestricted LCFF Transfers - Current Year

All Other LCFF Transfers - Current Year

Transfers to Charter Schools in Lieu of Property Taxes

Property Taxes Transfers

LCFF/Revenue Limit Transfers - Prior Years

TOTAL, LCFF SOURCES

0000

All Other

8011

8012

8019

8091

8091

8096

8097

8099

750,165.00 816,221.00 8.8%

454811.00 454,811.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

1,815,072.00 1,815,072.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

3,020,048.00 3,086,104.00 2.2%

FEDERAL REVENUE

Maintenance and Operations

Special Education Entitlement

Special Education Discretionary Grants

Child Nutrition Programs

Donated Food Commodities

Interagency Contracts Between LEAs

Title I, Part A, Basic

Title I, Part D, Local Delinquent Programs

Title II, Part A, Educator Quality

Title III, Part A, Immigrant Education Program

Title Ill, Part A, English Learner Program

Title V, Part B, Public Charter Schools Grant Program (PCSGP) (NCLB)

Other NCLB/ Every Student Succeeds Act

Career and Technical Education

All Other Federal Revenue

TOTAL, FEDERAL REVENUE

3010

3025

4035

4201

4203

4610

3012-3020, 3030-3199, 4036-4126, 5510

3500-3599

All Other

8110

8181

8182

8220

8221

8285

8290

8290

8290

8290

8290

8290

8290

8290

8290

0.00 0.00 0.0%

64,856.00 64,856.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 00%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

64,856.00 64,856.00 0.0%

California Dept of Education SACS Financial Reporting Software - 2017.1.0 File: fund-b (Rev 04107/2017 Page Printed: 5/1712017 11:00 AM




Percent Difference

OTHER STATE REVENUE

Other State Apportionments

Special Education Master Plan Current Year

Prior Years

All Other State Apportionments - Current Year

All Other State Apportionments - Prior Years

Child Nutrition Programs

Mandated Costs Reimbursements

Lottery - Unrestricted and Instructional Materials

After School Education and Safety (ASES)

Charter School Facility Grant

Drug/Alcohol/Tobacco Funds

California Clean Energy Jobs Act

Career Technical Education Incentive

Grant Program

Specialized Secondary

Quality Education Investment Act

Common Core State Standards Implementation Funds

All Other State Revenue

TOTAL, OTHER STATE REVENUE

6500

6500

All Other

All Other

6010

6030

6690

6230

6387

7370

7400

7405

All Other

8311

8319

8311

8319

8520

8550

8560

8590

8590

8590

8590

8590

8590

8590

8590

8590

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

85,264.00 5,391.00 -93.7%

74,887.00 75,045,00 0.2%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.00/(

160,151.00 80,436.00 -49.8%

California Dept of Education SACS Financial Reporting Software - 2017.1.0 File: fund-b (Rev 04/07/2017 Page Printed: 5/17/2017 11:00 AM


56 10561 6055974 Form 62



Percent Difference

OTHER LOCAL REVENUE

Sales Sale of Equipment/Supplies

Sale of Publications

Food Service Sales

All Other Sales

Leases and Rentals

Interest

Net Increase (Decrease) in the Fair Value of Investments

Fees and Contracts

Child Development Parent Fees

Transportation Fees From Individuals

Interagency Services

All Other Fees and Contracts

All Other Local Revenue

Tuition

All Other Transfers In

Transfers of Apportionments Special Education SELPA Transfers

From Districts or Charter Schools

From County Offices

From JPAs

Other Transfers of Apportionments From Districts or Charter Schools

From County Offices

From JPAs

All Other Transfers In from All Others

TOTAL, OTHER LOCAL REVENUE

6500

6500

6500

All Other

All Other

All Other

8631

8632

8634

8639

8650

8660

8662

8673

8675

8677

8689

8699

8710

8781-8783

8791

8792

8793

8791

8792

8793

8799

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

4,000.00 3000.00 -25.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

148,779.00 92,891.00 -37.6%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

126,345.00 126,345.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.00/0

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

279,124.00 222,236.00 -20.4%

TOTAL, REVENUES 3,524,179.00 3,453,632.00 -2.0%

California Dept of Education SACS Financial Reporting Software - 2017.1.0 File: fund-b (Rev 04/07/2017 Page 7 Printed: 5/1712017 11:00 AM


56 10561 6055974 Form 62



Percent Difference

CERTIFICATED SALARIES

Certificated Teachers Salaries 1100

Certificated Pupil Support Salaries 1200

Certificated Supervisors' and Administrators' Salaries 1300

Other Certificated Salaries 1900

TOTAL, CERTIFICATED SALARIES

1217421.00 1,261373.00 3.6%

64,835.00 74,657.00 15.1%

200,682.00 206,703.00 3.0%

0.00 0.00 0.0%

1,482,938.00 1,542,733.00 4.0%

CLASSIFIED SALARIES

Classified Instructional Salaries 2100

Classified Support Salaries 2200

Classified Supervisors' and Administrators' Salaries 2300

Clerical, Technical and Office Salaries 2400

Other Classified Salaries 2900

TOTAL, CLASSIFIED SALARIES

151,432.00 152,123.00 0.5%

68,698.00 70,668.00 2.9%

0.00 0.00 0.0%

149,050.00 149,050.00 0.0%

47,176.00 47,875.00 1.5%

416,356.00 419,716.00 0.8%

EMPLOYEE BENEFITS

STRS 3101-3102

PERS 3201-3202

OASDI/Medicare/Alternative 3301-3302

Health and Welfare Benefits 3401-3402

Unemployment Insurance 3501-3502

Workers' Compensation 3601-3602

OPEB, Allocated 3701-3702

OPEB, Active Employees 3751-3752

Other Employee Benefits 3901-3902

TOTAL, EMPLOYEE BENEFITS

186,532.00 222,617.00 19.3%

51,553.00 57,995.00 12.5%

53,265.00 53,120.00 -0.3%

343,544.00 350,371.00 2.0%

922.00 955.00 3.6%

23,381.00 24,216.00 3.6%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

659,197.00 709,274.00 7.6%

BOOKS AND SUPPLIES

Approved Textbooks and Core Curricula Materials 4100

Books and Other Reference Materials 4200

Materials and Supplies 4300

Noncapitalized Equipment 4400

Food 4700

TOTAL, BOOKS AND SUPPLIES

72,711.00 17,000.00 -76.6%

0.00 0.00 0.0%

177,569.00 93,735.00 -47.2%

19,449.00 0.00 -100.0%

0.00 0.00 0.0%

269,729.00 110,735.00 -58.9%

California Dept of Education SACS Financial Reporting Software - 2017.1.0 File: fund-b (Rev 04/07/2017 Page 8 Printed: 5/17/2017 11:00 AM


56 10561 6055974 Form 62

Description Resource codes Object Codes 2016-17


Percent Difference

SERVICES AND OTHER OPERATING EXPENSES

Subagreements for Services 5100

Travel and Conferences 5200

Dues and Memberships 5300

Insurance 5400-5450

Operations and Housekeeping Services 5500

Rentals, Leases, Repairs, and Noncapitalized Improvements 5600

Transfers of Direct Costs 5710

Transfers of Direct Costs - Interfund 5750

Professional/Consulting Services and Operating Expenditures 5800

Communications 5900

TOTAL, SERVICES AND OTHER OPERATING EXPENSES

0,00 0.00 0.0%

26,061.00 7,729.00 -70.3%

1,978.00 2,025.00 2.4%

27,657.00 28,318.00 2.4%

68,210.00 69,841.00 2.4%

145,601.00 149,080.00 2.4%

0.00 0.00 0.00/0

0.00 0.00 0.0%

412,044.00 397,247.00 -3.6%

25,731.00 26,346.00 2.4%

707,282.00 680,586.00 -3.8%

DEPRECIATION

Depreciation Expense 6900

TOTAL, DEPRECIATION

39,641.00 31,270.00 -21.1%

39,641.00 31,270.00 -21.1%

OTHER OUTGO (excluding Transfers of Indirect Costs)

Tuition Tuition for Instruction Under Interdistrict Attendance Agreements 7110

Tuition, Excess Costs, and/or Deficit Payments Payments to Districts or Charter Schools 7141

Payments to County Offices 7142

Payments to JPAs 7143

Other Transfers Out

All Other Transfers 7281-7283

All Other Transfers Out to All Others 7299

Debt Service

Debt Service - Interest 7438

TOTAL, OTHER OUTGO (excluding Transfers of Indirect Costs)

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

California Dept of Education SACS Financial Reporting Software - 20171.0 File: fund-b (Rev 04/07/2017 Page Printed: 5/17/2017 11:00 AM




Percent Difference

OTHER OUTGO - TRANSFERS OF INDIRECT COSTS

Transfers of Indirect Costs 7310

Transfers of Indirect Costs - Interfund 7350

TOTAL, OTHER OUTGO - TRANSFERS OF INDIRECT COSTS

0.00 -

0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

TOTAL, EXPENSES 3575,143.00 3,494,314.00 -2.3%

California Dept of Education SACS Financial Reporting Software -2017.1.0 File: fund-b (Rev 04/07/2017 Page 10 Printed: 5/17/2017 11:00AM


2016-17 2017-18 Percent

Description Resource Codes Object Codes Estimated Actuals Budget Difference

INTERFUND TRANSFERS

INTERFUND TRANSFERS IN

Other Authorized Interfund Transfers In 8919 0.00 0.00 0.0%

(a) TOTAL, INTERFUND TRANSFERS IN 0.00 0.00 0.0%

INTERFUND TRANSFERS OUT

Other Authorized Interfund Transfers Out 7619 0.00 0.00 0.0%

(b) TOTAL, INTERFUND TRANSFERS OUT 0.00 0.00 0.0%

OTHER SOURCES/USES

SOURCES

Other Sources

Transfers from Funds of Lapsed/Reorganized LEAs 8965 0.00 0.00 0.0%

All Other Financing Sources 8979 0.00 0.00 0.0%

(c) TOTAL, SOURCES 0.00 0.00 0.0%

USES

Transfers of Funds from Lapsed/Reorganized LEAs 7651 0.00 0.00 0.0%

All Other Financing Uses 7699 0.00 0.00 0.0%

(d) TOTAL, USES 0.00 0.00 0.0%

CONTRIBUTIONS

Contributions from Unrestricted Revenues 8980 000 000 0.0%

Contributions from Restricted Revenues 8990 0.00 0.00 0.00/0

(e) TOTAL, CONTRIBUTIONS 0.00 000 0.0%

TOTAL, OTHER FINANCING SOURCES/USES (a - b + c - d + e) 0.00 0.00 0.0%

Califomis Dept of Education SACS Financial Reporting Software - 2017. 1.0 File: fund-b (Rev 04/07/2017 Page 11 Printed: 5/17/2017 11:00 AM

Meadows Arts and Technology Elementary July 1 Budget Ventura County Office of Education Charter Schools Enterprise Fund Ventura County Expenses by Function

56 10561 6055974 Form 62

Description Function Codes Object Codes 2016-17


Percent Difference

A. REVENUES

I) LCFF Sources

2) Federal Revenue

3) Other State Revenue

4) Other Local Revenue

5) TOTAL, REVENUES

8010-8099

8100-8299

8300-8599

8600-8799

3020048.00 3086,104.00 2.2%

64,856.00 64,856.00 0.0%

160151.00 80436.00 -49.8%

279,124.00 222,236.00 -20.4%

3,524,179.00 3,453,632.00 -2.0%

B. EXPENSES (Objects 1000-7999)

1) Instruction

2) Instruction - Related Services

3) Pupil Services

4) Ancillary Services

5) Community Services

6) Enterprise

7) General Administration

8) Plant Services

9) Other Outgo

10)TOTAL,EXPENSES

1000-1999

2000-2999

3000-3999

4000-4999

5000-5999

6000-6999

7000-7999

8000-8999

9000-9999 Except

7600-7699

2,195,440.00 2,091,746.00 -

-4.7%

765,950.00 775,469.00 1.2%

105,912.00 120,565.00 13.8%

61,052.00 61,052.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

158,916.00 155,239.00 -2.3%

287,873.00 290,243.00 0.8%

0.00 0.00 0.0%

3,575,143.00 3,494,314.00 -2.3%

C. EXCESS (DEFICIENCY) OF REVENUES OVER EXPENSES BEFORE OTHER FINANCING SOURCES AND USES (A5 - BIO) (50,964.00) (40,682.00) -20.2%

D. OTHER FINANCING SOURCES/USES

1) lnterfund Transfers a) Transfers In

b) Transfers Out

2) Other Sources/Uses

a) Sources

b) Uses

3) Contributions

4) TOTAL, OTHER FINANCING SOURCES/USES

8900-8929

7600-7629

8930-8979

7630-7699

8980-8999

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 0.0%

0.00 --

0.00 0.0%

0.00 0.00 0.0%

0.00 0.00 00%

California Dept of Education SACS Financial Reporting Software - 2017.1.0 Ella: fund-b (Rev 03/08/2016) Page 1 Printed: 5/17/2017 11:00AM

Meadows Arts and Technology Elementary July 1 Budget Ventura County Office of Education Charter Schools Enterprise Fund 56 10561 6055974 Ventura County Expenses by Function Form 62

Description Function Codes Object Codes 2016-17


Percent Difference

E. NET INCREASE (DECREASE) IN NET POSITION (C + D4) (50,964.00) (40682.00) -20.2%

F. NET POSITION

1) Beginning Net Position

a) As of July 1 - Unaudited 9791

b) Audit Adjustments 9793

c) As of July 1 - Audited (Fl a + Fib)

d) Other Restatements 9795

e)Adjusted Beginning Net Position (Fic+ Fid)

2) Ending Net Position, June 30 (E + Fie)

Components of Ending Net Position

a) Net Investment in Capital Assets 9796

b) Restricted Net Position 9797

c) Unrestricted Net Position 9790

1,746,495.00 1,695,531.00 -2.9%

0.00 0.00 0.0%

1,746,495.00 1,695,531.00 -2.9%

0.00 0.00 0.0%

1,746,495.00 1,695,531.00 -2.9%

1,695,531.00 1,654,849.00 -2.4%

215,025.00 197,396.00 -8.2%

173,633.00 175,566.00 1.1%

1,306,873.00 1,281,887.00 -1.9%

California Dept of Education SACS Financial Reporting Software -2017.1.0 File: fund-b (Rev 03/08/2016) Page 2 Printed: 5/17/2017 11:00 AM

Meadows Arts and Technology Elementary July 1 Budget Ventura County Office of Education Charter Schools Enterprise Fund 56 10561 6055974 Ventura County Exhibit: Restricted Net Position Detail Form 62

2016-17 2017-18

Resource Desc Estimated Actuals Budqet

6230 50,317.00 50,317.00

6264 10,315.00 10,315.00

6300 0.00 15,168.00

6500 15,542.00 0.00

9010 97,459.00 99,766.00

Total, Restricted Net Position 173,633.00 175,566,00

California Dept of Education SACS Financial Reporting Software - 2017.1.0 File: fund-b (Rev 11/14/2012) Page 1 Printed: 5/17/2017 11:00 AM

Average Daily Attendance

Meadows Arts and Technology Elementary 2017-18 July 1 Budget Ventura County Office of Education AVERAGE DAILY ATTENDANCE 56 10561 6055974 Ventura County Form A

2016-17 Estimated Actuals 2017-18 Budget

Estimated P-2 Estimated Estimated I Description P-2 ADA Annual ADA Funded ADA ADA Annual ADA Funded ADA

C. CHARTER SCHOOL ADA Authorizing LEAs reporting charter school SACS financial data in their Fund 01, 09, or 62 use this worksheet to report ADA for those charter schools. Charter schools reporting SACS financial data separately from their authorizing LEAs in Fund 01 or Fund 62 use this worksheet to report their ADA.

FUND 01: Charter School ADA corresponding to SACS financial data reported in Fund 01.

1. Total Charter School Regular ADA I I 2. Charter School County Program Alternative

Education ADA

a. County Group Home and Institution Pupils

b. Juvenile Halls, Homes, and Camps

c. Probation Referred, On Probation or Parole, Expelled per EC 48915(a) or (c) EEC 2574(c)(4)(A)]

d. Total, Charter School County Program Alternative Education ADA (Sum of Lines C2a through C2c) 0.00 0.00 0.00 0.00 0.00 0.00

3. Charter School Funded County Program ADA

a. County Community Schools

b. Special Education-Special Day Class

c. Special Education-NPS/LCI

d. Special Education Extended Year

e. Other County Operated Programs: Opportunity Schools and Full Day Opportunity Classes, Specialized Secondary Schools, Technical, Agricultural, and Natural Resource Conservation Schools

f. Total, Charter School Funded County Program ADA (Sum of Lines C3a through C3e) 0.00 0.00 0.00 0.00 0.00 0.00

4. TOTAL CHARTER SCHOOL ADA (Sum of Lines Cl, C2d, and C3f) l 0.00 1 0.00 1 0.00 0.00 1 0.00 1 0.00

FUND 09 or 62: Charter School ADA corresponding to SACS financial data reported in Fund 09 or Fund 62.

5. Total Charter School Regular ADA 379.36] 379.36 379.36 380.16 380.16 380.16 6. Charter School County Program Alternative

Education ADA

a. County Group Home and Institution Pupils

b. Juvenile Halls, Homes, and Camps

c. Probation Referred, On Probation or Parole, Expelled per EC 48915(a) or (c) [EC 2574(c)(4)(A)1

d. Total, Charter School County Program Alternative Education ADA (Sum of Lines C6a through C6c) 0.00 0.00 0.00 0.00 0.00 0.00

7. Charter School Funded County Program ADA

a. County Community Schools

b. Special Education-Special Day Class

c. Special Education-NPS/LCI

d. Special Education Extended Year

e. Other County Operated Programs: Opportunity Schools and Full Day Opportunity Classes, Specialized Secondary Schools, Technical, Agricultural, and Natural Resource Conservation Schools

f. Total, Charter School Funded County Program ADA (Sum of Lines C7a through C7e) 0.00 0.00 0.00 0.00 0.00 0.00

8. TOTAL CHARTER SCHOOL ADA (Sum of Lines C5, C6d, and C7f) 379.36 379.36 1 379.36 q 380.16 380.16 1 380.16

9. TOTAL CHARTER SCHOOL ADA Reported in Fund 01, 09, or 62 (Sum of Lines C4 and C8) 379.36 379.36 379.36 380.16 380.16 380.16

California Dept of Education SACS Financial Reporting Software-2017.1.0 File: ada (Rev 02/03/2016) Page 1 of 1 Printed: 5/17/2017 11:00 AM

liodo-H Xiollol

Meadows Arts and Technology Elementary July 1 Budget Ventura County Office of Education 2016-17 Estimated Actuals 56 10561 6055974 Ventura County LOTTERY REPORT Form L

Revenues, Expenditures and Ending Balances - All Funds

Lottery: Lottery: Transferred to Instructional

Unrestricted Other Resources Materials Description Object Codes (Resource 1100) for Expenditure (Resource 6300)* Totals

A. AMOUNT AVAILABLE FOR THIS FISCAL YEAR

1. Adjusted Beginning Fund Balance 9791-9795 57,245.00 24,070.00 81315.00 57,057.00 17,830.00 74,887.00 2. State Lottery Revenue 8560

0.00 0.00 3. Other Local Revenue 8600-8799 0.00

4. Transfers from Funds of Lapsed/Reorganized Districts 8965 0.00 0.00 0.00

5. Contributions from Unrestricted Resources (Total must be zero) 8980 0.00 0.00

6. Total Available (Sum Lines Al through A5) 114,302.00 0.00 4120000 156,202.00

B. EXPENDITURES AND OTHER FINANCING USES 1. Certificated Salaries 1000-1999 0.00 0.00

2. Classified Salaries 2000-2999 0.00 0.00

3. Employee Benefits 3000-3999 0.00 0.00

4. Books and Supplies 4000-4999 0.00 160 00 39,200.00

5. a. Services and Other Operating Expenditures (Resource 1100) 5000-5999 0.00 0.00

b. Services and Other Operating 5000-5999, except Expenditures (Resource 6300) 5100, 5710, 5800

c. Duplicating Costs for Instructional Materials (Resource 6300) 5100,5710,5800 2,70000 2,700,00

6. Capital Outlay 6000-6999 0.00 0.00

7. Tuition 7100-7199 0.00 0.00 8. Interagency Transfers Out

a. To Other Districts, County 7211 7212 7221 Offices, and Charter Schools 7222,7281,7282 0.00 0.00

b. To JPAs and All Others 7213,7223, 7283,7299 000

9. Transfers of Indirect Costs 7300-7399

10. Debt Service 7400-7499 0.00 0.00 11. All Other Financing Uses 7630-7699 0.00 0.00 12. Total Expenditures and Other Financing Uses

(Sum Lines Bi through BI I ) 0.00 0.00 41,900.00 41,900.00

C. ENDING BALANCE (Must equal Line A6 minus Line B12) 979Z 114,302.00 0.00 0.00 114,302.00

D. COMMENTS:

The budgeted expenditure of $2,700 is for XL Interactive math software. IXL motivates students through interactive game and excercises while keeping teachers and parents informed and involved.

Data from this report will be used to prepare a report to the Legislature as required by Control Section 24.60 of the Budget Act.

*pursuant to Government Code Section 8880.4(a)(2)(B) and the definition in Education Code Section 60010(h), Resource 6300 funds are to be used for the purchase of instructional materials only. Any amounts in the shaded cells of this column should be reviewed for appropriateness.

California Dept of Education SACS Financial Reporting Software - 2017.1.0 File: lot (Rev 02/24/2016) Page I of 1 Printed: 5/17/2017 11:00 AM

Technical Review Checks

SACS2017 Financial Reporting Software - 2017.1.0 5/17/2017 12:26:51 PM 56-10561-6055974

July 1 Budget 2017-18 Budget

Technical Review Checks Meadows Arts and Technology Elementary Ventura County Office of Education Ventura County

Following is a chart of the various types of technical review checks and related requirements:

F - Fatal (Data must be corrected; an explanation is not allowed) W/WC - Warning/Warning with Calculation (If data are not correct,

correct the data; if data are correct an explanation is required)

0 - Informational (If data are not correct, correct the data; if data are correct an explanation is optional, but encouraged)

IMPORT CHECKS CHECKFUND - (F) - All FUND codes must be valid. PASSED

CHK-FUND09-ACTIVITY - (F) - There is no activity in Fund 09. PASSED

CHECKRESOURCE - (W) - All RESOURCE codes must be valid. PASSED

CHK-RS-LOCAL-DEFINED - (F) - All locally defined resource codes must roll up to a CDE defined resource code. PASSED

CHECKGOAL - (F) - All GOAL codes must be valid. PASSED

CHECKFUNCTION - (F) - All FUNCTION codes must be valid. PASSED

CHECKOBJECT - (F) - All OBJECT codes must be valid. PASSED

CHK-FUNDxOBJECT - (F) - All FUND and OBJECT account code combinations must be valid. PASSED

CHK-FDxRS7690x8590 - (F) - Funds 19, 57, 63, 66, 67, and 73 with Object 8590, All Other State Revenue, must be used in combination with Resource 7690, STRS- On Behalf Pension Contributions. PASSED

CHK-FUNDxRESOURCE - (W) - All FUND and RESOURCE account code combinations should be valid. PASSED

CHK-FUNDxGOAL - (W) - All FUND and GOAL account code combinations should be valid. PASSED

CHK-FUNDxFUNCTION-A - (W) - All FUND (funds 01 through 12, 19, 57, 62, and 73) and FUNCTION account code combinations should be valid. PASSED

CHK-FUNDxFUNCTION-B - (F) - All FUND (all funds except for 01 through 12, 19, 57, 62, and 73) and FUNCTION account code combinations must be valid. PASSED

CHK-RESOURCExOBJECTA - (W) - All RESOURCE and OBJECT (objects 8000 through 9999, except for 9791, 9793, and 9795) account code combinations should be valid. PASSED

CHK-RESOURCExOBJECTB - (0) - All RESOURCE and OBJECT (objects 9791, 9793, and

SACS2017 Financial Reporting Software-2017.1.0 56-10561-6055974-Meadows Arts and Technology Elementary-July 1 Budget 2017-18 Budget 5/17/2017 12:26:51 PM

9795) account code combinations should be valid. PASSED

CHK-RES6500xOBJ8091 - (F) - There is no activity in Resource 6500 (Special Education) with Object 8091 (LCFF Transfers-Current Year) or 8099 (LCFF/Revenue Limit Transfers-Prior Years). PASSED

CHK-FUNCTIONxOBJECT - (F) - All FUNCTION and OBJECT account code combinations must be valid. PASSED

CHK-GOALxFUNCTION-A - (F) - Goal and function account code combinations (all goals with expenditure objects 1000-7999 in functions 1000-1999 and 4000-5999) must be valid. NOTE: Functions not included in the GOALxFUNCTION table (0000, 2000-3999, 6000-6999, 7100-7199, 7210, 8000-8999) are not checked and will pass the TRC. PASSED

CHK-GOALxFtJNCTION-B - (F) - General administration costs (functions 7200-7999, except 7210) must be direct-charged to an Undistributed, Nonagency, or County Services to Districts goal (Goal 0000, 7100-7199, or 8600-8699). PASSED

SPECIAL-ED-GOAL - (F) - Special Education revenue and expenditure transactions (resources 3300-3405, and 6500-6540, objects 1000-8999) must be coded to a Special Education 5000 goal or to Goal 7110, Nonagency-Educational. This technical review check excludes Early Intervening Services resources 3312, 3318, and 3332. PASSED

GENERAL LEDGER CHECKS INTERFD-DIR-COST - (F) - Transfers of Direct Costs - Interfund (Object 5750) must net to zero for all funds. PASSED

INTERFD-INDIRECT - (F) - Transfers of Indirect Costs - Interfund (Object 7350) must net to zero for all funds. PASSED

INTERFD-INDIRECT-FN - (F) - Transfers of Indirect Costs - Interfund (Object 7350) must net to zero by function. PASSED

INTERFD-IN-OUT - (F) - Interfund Transfers In (objects 8910-8929) must equal Interfund Transfers Out (objects 7610-7629). PASSED

LCFF-TRANSFER - (F) - LCFF Transfers (objects 8091 and 8099) must net to zero, individually. PASSED

INTRAFD-DIR-COST - (F) - Transfers of Direct Costs (Object 5710) must net to zero by fund. PASSED

INTRAFD-INDIRECT - (F) - Transfers of Indirect Costs (Object 7310) must net to zero by fund. PASSED

INTRAFD-INDIRECT-FN - (F) - Transfers of Indirect Costs (Object 7310) must net to zero by function. PASSED

CONTRIB-UNREST-REV - (F) - Contributions from Unrestricted Revenues (Object 8980) must net to zero by fund. PASSED

CONTRIB-RESTR-REV - (F) - Contributions from Restricted Revenues (Object 8990) must net to zero by fund. PASSED

EPA-CONTRIB - (F) - There should be no contributions (objects 8980-8999) to the

SACS2017 Financial Reporting Software - 2017.1.0 56-10561-6055974-Meadows Arts and Technology Elementary-July 1 Budget 2017-18 Budget 5/17/2017 12:26:51 PM

Education Protection Account (Resource 1400). PASSED

LOTTERY-CONTRIB - (F) - There should be no contributions (objects 8980-8999) to the lottery (resources 1100 and 6300) or from the Lottery: Instructional Materials (Resource 6300). PASSED

PASS-THRU-REVEXP - (W) - Pass-through revenues from all sources (objects 8287, 8587, and 8697) should equal transfers of pass-through revenues to other agencies (objects 7211 through 7213, plus 7299 for Resource 3327), by resource.

PASSED

SE-PASS-THRU-REVENUE - (W) - Transfers of special education pass-through revenues are not reported in the general fund for the Administrative Unit of a Special Education Local Plan Area. PASSED

EXCESS-ASSIGN-REU - (F) - ?mounts reported in Other Assignments (Object 9780) and/or Reserve for Economic Uncertainties (REU) (Object 9789) should not create a negative amount in Unassigned/Unappropriated (Object 9790) by fund and resource (for all funds except funds 61 through 73). PASSED

UNASSIGNED-NEGATIVE - (F) - Unassigned/Unappropriated balance (Object 9790) must be zero or negative, by resource, in all funds except the general fund and funds 61 through 73. PASSED

UNR-NET-POSITION-NEG - (F) - Unrestricted Net Position (Object 9790), in restricted resources, must be zero or negative, by resource, in funds 61 through 73. PASSED

RS-NET-POSITION-ZERO - (F) - Restricted Net Position (Object 9797), in unrestricted resources, must be zero, by resource, in funds 61 through 73.

PASSED

EFB-POSITIVE - (W) - All ending fund balances (Object 979Z) should be positive by resource, by fund. PASSED

OBJ-POSITIVE - (W) - All applicable objects should have a positive balance by resource, by fund. PASSED

REV-POSITIVE - (W) - Revenue amounts exclusive of contributions (objects 8000- 8979) should be positive by resource, by fund. PASSED

EXP-POSITIVE - (W) - The following expenditure functions have a negative balance by resource, by fund. (NOTE: Functions, including CDE-defined optional functions, are checked individually, except functions 7200-7600 are combined.)

EXCEPTION

FUND RESOURCE FUNCTION VALUE 62 3310 1190 -1,816.00 Explanation:Resource 3310 has a negative budget in object 5710. When the books are closed, these costs will be prorated to multiple functions and eliminate the negative balance.

CEFB-POSITIVE - (F) - Components of Ending Fund Balance/Net Position (objects 9700-9789, 9796, and 9797) must be positive individually by resource, by fund.

PASSED

SACS20I7 Financial Reporting Software - 2017.1.0 56-10561-6055974-Meadows Arts and Technology Elementary-July 1 Budget 2017-18 Budget 5/17/2017 12:26:51 PM

SUPPLEMENTAL CHECKS

EXPORT CHECKS CHK-UNBALANCED-A - (W) - Unbalanced and/or incomplete data in any of the forms should be corrected before an official export is completed. PASSED

CHK-UNBALANCED-B - (F) - Unbalanced and/or incomplete data in any of the forms must be corrected before an official export can be completed. PASSED

CHK-DEPENDENCY - (F) - If data have changed that affect other forms, the affected forms must be opened and saved. PASSED

Checks Completed.

SACS2017 Financial Reporting Software - 2017.1.0 5/17/2017 12:27:09 PM 56-10561-6055974

July 1 Budget 2016-17 Estimated Actuals Technical Review Checks

Meadows Arts and Technology Elementary Ventura County Office of Education Ventura County

Following is a chart of the various types of technical review checks and related requirements:

F - Fatal (Data must be corrected; an explanation is not allowed) W/WC - Warning/Warning with Calculation (If data are not correct,

correct the data; if data are correct an explanation is required)

0 - Informational (If data are not correct, correct the data; if data are correct an explanation is optional, but encouraged)

IMPORT CHECKS CHECKFUND - (F) - All FUND codes must be valid. PASSED

CHK-FUND09-ACTIVITY - (F) - There is no activity in Fund 09. PASSED

CHECKRESOURCE - (W) All RESOURCE codes must be valid. PASSED

CHK-RS-LOCAL-DEFINED - (F) - All locally defined resource codes must roll up to a CDE defined resource code. PASSED

CHECKGOAL - (F) - All GOAL codes must be valid. PASSED

CHECKFUNCTION - (F) - All FUNCTION codes must be valid. PASSED

CHECKOBJECT - (F) - All OBJECT codes must be valid. PASSED

CHK-FtJNDxOBJECT - (F) - All FUND and OBJECT account code combinations must be valid. PASSED

CHK-FDxRS7690x8590 - (F) - Funds 19, 57, 63, 66, 67, and 73 with Object 8590, All Other State Revenue, must be used in combination with Resource 7690, STRS- On Behalf Pension Contributions. PASSED

CHK-FtJNDxRESOURCE - (W) - All FUND and RESOURCE account code combinations should be valid. PASSED

CHK-FUNDxGOAL - (W) - All FUND and GOAL account code combinations should be valid. PASSED

CHK-FUNDxFUNCTION-A - (W) - All FUND (funds 01 through 12, 19, 57, 62, and 73) and FUNCTION account code combinations should be valid. PASSED

CHK-FUNDxFUNCTION-B - (F) - All FUND (all funds except for 01 through 12, 19, 57, 62, and 73) and FUNCTION account code combinations must be valid. PASSED

CHK-RESOURCExOBJECTA - (W) - All RESOURCE and OBJECT (objects 8000 through 9999, except for 9791, 9793, and 9795) account code combinations should be valid. PASSED

CHK-RESOURCExOBJECTB - (0) - All RESOURCE and OBJECT (objects 9791, 9793, and

SACS20I7 Financial Reporting Software - 2017.1.0 56-10561-6055974-Meadows Arts and Technology Elementary-July 1 Budget 2016-17 Estimated Actuals 5/17/2017 12:27:09 PM

9795) account code combinations should be valid. PASSED

CHK-RES6500xOBJ8091 - (F) - There is no activity in Resource 6500 (Special Education) with Object 8091 (LCFF Transfers-Current Year) or 8099 (LCFF/Revenue Limit Transfers-Prior Years). PASSED

CHK-FUNCTIONxOBJECT - (F) - All FUNCTION and OBJECT account code combinations must be valid. PASSED

CHK-GO.ALxFUNCTION-A - (F) - Goal and function account code combinations (all goals with expenditure objects 1000-7999 in functions 1000-1999 and 4000-5999) must be valid. NOTE: Functions not included in the GOALxFUNCTION table (0000, 2000-3999, 6000-6999, 7100-7199, 7210, 8000-8999) are not checked and will pass the TRC. PASSED

CHK-GOALxFtJNCTION-B - (F) - General administration costs (functions 7200-7999, except 7210) must be direct-charged to an Undistributed, Nonagency, or County Services to Districts goal (Goal 0000, 7100-7199, or 8600-8699) . PASSED

SPECIAL-ED-GOAL - (F) - Special Education revenue and expenditure transactions (resources 3300-3405, and 6500-6540, objects 1000-8999) must be coded to a Special Education 5000 goal or to Goal 7110, Nonagency-Educational. This technical review check excludes Early Intervening Services resources 3312, 3318, and 3332. PASSED

PY-EFB=CY-BFB - (F) - Prior year ending fund balance (preloaded from last year's unaudited actuals submission) must equal current year beginning fund balance (Object 9791). PASSED

PY-EFB=CY-BFB-RES-CH - (F) - Prior year ending balance (preloaded from last year's unaudited actuals submission) must equal current year beginning balance (Object 9791) , by fund and resource. To assist those charter schools that are reporting in SACS for the current year, but reported in the alternative form last year, Charter School Alternative Form prior year ending fund balances have been included in the SACS software to compare to the total of the SACS beginning balances for all resources. PASSED

GENERAL LEDGER CHECKS INTERFD-DIR-COST - (F) - Transfers of Direct Costs - Interfund (Object 5750) must net to zero for all funds. PASSED

INTERFD-INDIRECT - (F) - Transfers of Indirect Costs - Interfund (Object 7350) must net to zero for all funds. PASSED

INTERFD-INDIRECT-FN - (F) - Transfers of Indirect Costs - Interfund (Object 7350) must net to zero by function. PASSED

INTERFD-IN-OUT - (F) - Interfund Transfers In (objects 8910-8929) must equal Interfund Transfers Out (objects 7610-7629). PASSED

DUE-FROM=DUE-TO - (F) - Due from Other Funds (Object 9310) must equal Due to Other Funds (Object 9610). PASSED

LCFF-TRANSFER - (F) - LCFF Transfers (objects 8091 and 8099) must net to zero, individually. PASSED

INTRAFD-DIR-COST - (F) - Transfers of Direct Costs (Object 5710) must net to

SACS20I7 Financial Reporting Software - 2017.1.0 56-10561-6055974-Meadows Arts and Technology Elementary-July 1 Budget 2016-17 Estimated Actuals 5/17/2017 12:27:09 PM

zero by fund. PASSED

INTRAFD-INDIRECT - (F) - Transfers of Indirect Costs (Object 7310) must net to zero by fund. PASSED

INTRAFD-INDIRECT-FN - (F) - Transfers of Indirect Costs (Object 7310) must net to zero by function. PASSED

CONTRIB-UNREST-REV - (F) - Contributions from Unrestricted Revenues (Object 8980) must net to zero by fund. PASSED

CONTRIB-RESTR-REV - (F) - Contributions from Restricted Revenues (Object 8990) must net to zero by fund. PASSED

EPA-CONTRIB - (F) - There should be no contributions (objects 8980-8999) to the Education Protection Account (Resource 1400). PASSED

LOTTERY-CONTRIB - (F) - There should be no contributions (objects 8980-8999) to the lottery (resources 1100 and 6300) or from the Lottery: Instructional Materials (Resource 6300). PASSED

PASS-THRU-REVEXP - (W) - Pass-through revenues from all sources (objects 8287, 8587, and 8697) should equal transfers of pass-through revenues to other agencies (objects 7211 through 7213, plus 7299 for Resource 3327), by resource.

PASSED

SE-PASS-THRU-REVENUE - (W) - Transfers of special education pass-through revenues are not reported in the general fund for the Administrative Unit of a Special Education Local Plan Area. PASSED

EXCESS-ASSIGN-REU - (F) - mounts reported in Other Assignments (Object 9780) and/or Reserve for Economic Uncertainties (REU) (Object 9789) should not create a negative amount in Unassigned/Unappropriated (Object 9790) by fund and resource (for all funds except funds 61 through 73). PASSED

UNASSIGNED-NEGATIVE - (F) - Unassigned/Unappropriated balance (Object 9790) must be zero or negative, by resource, in all funds except the general fund and funds 61 through 73. PASSED

tJNR-NET-POSITION-NEG - (F) - Unrestricted Net Position (Object 9790), in restricted resources, must be zero or negative, by resource, in funds 61 through 73. PASSED

RS-NET-POSITION-ZERO - (F) - Restricted Net Position (Object 9797), in unrestricted resources, must be zero, by resource, in funds 61 through 73.

PASSED

EFE-POSITIVE - (W) - All ending fund balances (Object 979Z) should be positive by resource, by fund. PASSED

OBJ-POSITIVE - (W) - All applicable objects should have a positive balance by resource, by fund. PASSED

REV-POSITIVE - (W) - Revenue amounts exclusive of contributions (objects 8000- 8979) should be positive by resource, by fund. PASSED

EXP-POSITIVE - (W) - The following expenditure functions have a negative balance by resource, by fund. (NOTE: Functions, including CDE-defined optional functions, are checked individually, except functions 7200-7600 are combined.)

SACS2017 Financial Reporting Software -2017.1.0 56-10561-6055974-Meadows Arts and Technology Elementary-July 1 Budget 2016-17 Estimated Actuals 5/17/2017 12:27:09 PM

EXCEPTION

FUND RESOURCE FUNCTION VALUE 62 3310 1190 -1,832.00 Explanation:Resource 3310 has a negative budget in object 5710. When the books are closed, these costs will be prorated to multiple functions and eliminate the negative balance.

AR-AP-POSITIVE - (W) - Accounts Receivable (Object 9200), Due from Other Funds (Object 9310), Accounts Payable (Object 9500), and Due to Other Funds (Object 9610) should have a positive balance by resource, by fund. PASSED

CEFB-POSITIVE - (F) - Components of Ending Fund Balance/Net Position (objects 9700-9789, 9796, and 9797) must be positive individually by resource, by fund.

PASSED

NET-INV-CAP-ASSETS - (W) - If capital asset amounts are imported/keyed, objects 9400-9489, (Capital Assets) in funds 61-73, then an amount should be recorded for Object 9796 (Net Investment in Capital Assets) within the same fund. PASSED

SUPPLEMENTAL CHECKS ASSET-ACCUM-DEPR-NEO - (F) - In Form ASSET, accumulated depreciation for governmental and business-type activities must be zero or negative. PASSED

DEBT-ACTIVITY - (0) - If long-term debt exists, there should be activity entered in the Schedule of Long-Term Liabilities (Form DEBT) for each type of debt. PASSED

DEBT-POSITIVE - (F) - In Form DEBT, long-term liability ending balances must be positive. PASSED

EXPORT CHECKS CHK-UNBALANCED-A - (W) - Unbalanced and/or incomplete data in any of the forms should be corrected before an official export is completed. PASSED

CHK-UNBALANCED-B - (F) - Unbalanced and/or incomplete data in any of the forms must be corrected before an official export can be completed. PASSED

CHK-DEPENDENCY - (F) - If data have changed that affect other forms, the affected forms must be opened and saved. PASSED

Checks Completed.

Meadow Arts Technology & Elementary SchoolProposition 30 Spending Plan for Fiscal Year 2017-18

Background

Proposition 30 requires all districts, counties, and charter schools to report on their Web sites an accounting of how much money was received from the EPA and

how that money was spent.

Proposition 30, The Schools and Local Public Safety Protection Act of 2012, approved by the voters on November 6, 2012, temporarily increases the states sales tax

rate for all taxpayers and the personal income tax rates for upper-income taxpayers.

The revenues generated from Proposition 30 are deposited into a state fund called the Education Protection Account (EPA). School districts, county offices of

education, and charter schools (LEAs) will receive funds from the EPA based on their proportionate share of the Local Control Funding Formula (LCFF) amount. A

corresponding reduction is made to an LEA or charter school's LCFF state aid equal to the amount of their EPA entitlement. LEAs will receive EPA payments

quarterly.

Proposition 30 specifies that LEAs may not use EPA funds for salaries or benefits of administrators or any other administrative costs. The CDE has interpreted that

administrative costs, as used in Proposition 30, means anything defined as administration in the California School Accounting Manual. Administrative costs include

general administration, school administration, and instructional administration:

The language of Proposition 30 requires that each LEA " . . . shall have sole authority to determine how the moneys received from the Education Protection Account

are spent in the school or schools within its jurisdiction, provided, however, that the appropriate governing board or body shall make these spending determinations

in open session of a public meeting of the governing board or body and shall not use any of the funds from the Education Protection Account for salaries or benefits

of administrators or any other administrative costs."

* General administration refers to agency-wide administrative activities including governing board, superintendent, and district-level fiscal, personnel, and central

support services.

* School administration refers to activities concerned with directing and managing the operation of a particular school.

* Instructional administration refers to activities for assisting instructional staff in planning, developing, and evaluating the process of providing learning experiences for

students.

R:\Group\BSA\MATES\Budgets\2017-18\MATES Prop 30.xlsx 1 of 2

Meadow Arts Technology & Elementary SchoolProposition 30 Spending Plan for Fiscal Year 2017-18

Object CSAM 2017-18 2017-18Object Description Function Use of Funds Budget Actuals Balance

8012 Prop 30 Revenues 0000 Revenues will be received quarterly 454,811 454,811

Total Revenues 454,811 - 454,811

-

1100 Teacher Salaries 1000 Teacher salaries are an appropriate use of funds 325,000 325,000


3101 STRS 1000 Teacher benefits and labor related costs are an appropriate use of funds 46,898 46,898

3301 Medicare 1000 Teacher benefits and labor related costs are an appropriate use of funds 4,713 4,713

3401 Health Benefits 1000 Teacher benefits and labor related costs are an appropriate use of funds 74,026 74,026

3501 SUI 1000 Teacher benefits and labor related costs are an appropriate use of funds 163 163

3601 Workers' Compensation 1000 Teacher benefits and labor related costs are an appropriate use of funds 4,011 4,011

Employee Benefits 129,811 - 129,811

4300 Instructional Supplies 1000 - -

-

5800 Instructional Services 1000 - -

Non Salary Expenses - - -

Total Expenses 454,811 - 454,811

R:\Group\BSA\MATES\Budgets\2017-18\MATES Prop 30.xlsx 2 of 2

$7,584.19Order Total w Tax

$561.79Shipping

$7,022.40Subtotal

8/1/2017Start Date

Lloyd MartinezPrepared By

4/25/2017Created Date

(800) 531-0864Phone

(281) 833-4510Fax

PO BOX 732464Dallas, 75373-2464

Company Address

MAIL PO & CHECKS TO:

(805) 495-7037Phone

[email protected]

Kristen WalkerContact Name

2000 LA GRANADA DRTHOUSAND OAKS, California 91362United States

Shipping Address

MEADOWS ARTS & TECH ELEM CSAccount Name

00014556Quote/InvoiceNumber

The quantity below represents the total number of students for each grade level.

Product ISBN Grade Quantity Years Sales Price Total Price

NGSS Grade 1 Print 978-1-63037-380-1 Grade 1 70.00 1 Year $19.95 $1,396.50





NGSS Grade K Print 978-1-63037-379-5 Grade K 4.00 1 Year $19.95 $79.80

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BO-FP1-02212017 (Fundraising Policy) Page !1 of 4!

Fundraising Policy

Last Reviewed/Revised:

2/21/2017 Revised Effective Date:

10/19/2009

Reference Number: BO-FP1-02212017 Original Author:

MATES Board Policy Status:

Active

PURPOSE:

To fulfill the educational goals of Meadows Arts and Technology Elementary School (“MATES”), the Board of Directors (“Board”) seeks access to multiple and varied sources of revenue. In light of the educational mission of the school and the obligations that often result from the provision of financial gifts, policies and procedures related to the acceptance, use and monitoring of these funds must be defined.

SCOPE:

This policy applies to all Board members, MATES personnel and individuals or other entities participating in fund-raising on MATES behalf.

GENERAL POLICY STATEMENT:

The Board recognizes the importance of community support to MATES, including voluntary financial contributions, to assist the school in achieving its goals for student learning. The MATES Board members and personnel will take into account the MATES educational goals and financial impact when making decisions related to solicitation or acceptance of these contributions.

POLICY DETAILS:

1. School Fund Raising

1.1. The Board recognizes that student participation in fund-raising activities for the school and nonprofit, nonpartisan charitable organizations can help develop a sense of social responsibility in students, enhance the relationship between the school and community, and contribute to the improvement of the school program.

1.2. Whether solicitations are made on behalf of the school or on behalf of a charitable organization, students shall not be barred from an event or activity because they did not participate in fund-raising. Potential donors, including parents/guardians and members of the community, should not be unduly pressured to contribute to the school or charitable organizations. Staff is expected to emphasize in any verbal, written, or electronically distributed fashion the fact that donations are always voluntary.

1.3. The Executive Director or designee shall ensure that parents/guardians are informed of the purpose of fund-raisers.

1.4. The number of fund raising activities held within the school population should be limited so that instruction remains the focus. Students and staff should be

1.5. protected from excessive amounts of time and energy spent in fund-raising activities, and academic instruction time should not be impeded to promote


fundraising activities. The Executive Director or designee will define the number of charity events at the beginning of each school year, dates which are specified in the Supporting Organization Policy, to ensure this protection.

1.6. To protect the health and safety of students and employees, door-to-door fund raising by students and teachers is prohibited.

1.7. This policy will not address in-school activities (e.g. sale of school pictures, yearbooks, etc.) whose primary focus is the provision of a valued service to students and parents.

1.8. When approved in advance by the Executive Director or designee, nonprofit, nonpartisan organizations that are properly chartered or licensed by state or federal law may solicit students on school grounds during school hours and within one hour before school has opened and one hour after school has closed.

2. Support of Supporting Organizations

2.1. The Board recognizes the importance of community support to MATES, including voluntary financial contributions, to assist the school in achieving its goals for student learning.

2.2. The Board desires to work cooperatively with the School-related Independent Organizations in determining the purposes for which funds may be used to meet the changing needs of the school and its students. The Board recognizes that School-related Independent Organizations are separate legal entities, independent of MATES. However, these organizations are encouraged to provide regular reports to the Board on the status of their work and to communicate ways that MATES and the Board can help support the organizations’ activities.

2.3. Guidelines for coordination between MATES and School-related Independent Organizations are defined in the MATES Supporting Organization Policy.

3. Gifts, Grants and Bequests

3.1. The Board encourages individuals and organizations to consider making a gift or bequest to the school. Such gifts foster community support for the school and improve the school for the benefit of students and others.

3.2. The Board establishes the following conditions for the acceptance of gifts. Other conditions may be set as the Board deems appropriate.

3.2.1.The Executive Director or designee will develop and maintain a wish list of school areas of funding need and/or opportunity.

3.2.1.1.Restricted gifts or donations exceeding a value of $1,000 will require Board approval. unless the area targeted by the gift or donation has been currently defined on the school funding wish list.

3.2.2.All gifts or donations should have a purpose consistent with MATES’ vision and philosophy. The Board may reject any gift or donation that the Board determines is in conflict with the educational mission of the school.

3.2.3.Gifts of real or personal property will be accepted only if the donor can demonstrate that he/she has clear and free title to the property.

3.2.4.The donor may request that a gift or bequest be designated for use in a particular area. The specific manner in which funds are expended within a designated area will be determined under the direction of the Board in conjunction with the Executive Director or designee.


3.2.5.The Board must carefully evaluate any conditions or restrictions imposed by

the donor in light of MATES’ philosophy and operations. If the Board feels the school will be unable to fully satisfy the donor's conditions, the gift shall not be accepted.

3.2.6.A gift must not impose any undue financial burden or obligation to MATES.

3.2.7.The Board must refrain from acceptance of funds that begin a program which the Board would be unable to continue when the donated funds are exhausted. The Board has no responsibility and makes no promises to continue any program initiated with donor contributions once the donated funds are expended.

3.2.8.Gift books and instructional materials shall be accepted only if they meet regular MATES curriculum criteria.

3.2.9.Unless otherwise specified in a written agreement approved by the Board, any gift or bequest becomes the property of MATES. If the Board at any time determines that such property is unnecessary or undesirable for public school purposes, the Board may sell or otherwise dispose of such property in accordance with state law.

3.2.10.All supplies and equipment purchased with funds from any donor becomes the property of MATES and the title to such property will remain with MATES.

3.2.11.Any gift or donation that includes advertisement must comply with related Board policy and does not imply endorsement of any business or product

3.2.12.Unless otherwise dictated by the condition of this policy, the Executive Director or designee may accept gifts on behalf of the Board. The Executive Director or designee will report any gifts accepted at the next board meeting. The Board reserves the right to determine in each particular case the appropriateness of any contribution and may accept or reject a contribution as the Board sees fit.

3.2. 13.The Executive Director or designee will evaluate any offers of gifts or bequests that are not revenues or gifts of nominal value. The Executive Director or designee will consider the gift's suitability, any safety hazards and costs to maintain the gift and will make a recommendation to the Board. For computer equipment or other technological resources, the Executive Director or designee will ensure that such items are compatible with minimum hardware and software standards set by the Technology Committee. The Board will decide whether to accept the gift on behalf of the school.

3.3. Any gift or bequest constituting revenues that is accepted by the Board will be deposited in the proper fund.

3.4. The Executive Director or designee will develop and implement the means of recognizing contributors by doing due diligence in researching market value for California and Federal tax deduction guidelines.

4. Grants and Funding for Specials Projects

4.1. To fulfill the educational goals of MATES, the Board will seek as many sources of revenue as possible. The Executive Director or designee will seek public and private grants and funding for special projects as a source of supplemental funding. Employees also are encouraged to learn about special funding opportunities and to participate in the development of proposals to obtain the funding. All applications for grants or specially funded projects will be in


accordance with the educational goals of the Board. When required by the funding agency, the proposals will be presented for Board approval. The Board will be notified of all funds awarded. The Executive Director or designee will establish any procedures necessary to develop an efficient and effective process for seeking special funding.

NON-COMPLIANCE TO POLICY:

Violations of this policy may result in the individual being subject to disciplinary action in accordance with Board disciplinary policy and administrative regulations.

GOVERNANCE:

The Executive Director or designee will take responsibility for monitoring adherence to the policy.

REVIEW CYCLE:

The MATES Board will be responsible for reviewing the policy every two years or more frequently as required.

REVISION HISTORY:

Policy Version: Effective Date: Revision:

BO-FP1-10192009 10/19/2009 Original Version

BO-FP1-03152010 3/15/2010 Modify Review Cycle section to modify cycle from bi-annual to

every two years.

BO-FP1-09202010 9/20/2010 Removed prior section 3.2 related to restriction of gifts that

impair equal educational opportunities for all students.

Removed the following language from section 3.2.4 “However,

the Board reserves the right to utilize the funds as deemed

appropriate.” Added new section 3.2.1 addressing the

definition of School Funding Wish List to set target areas for

fund raising and acceptance of gifts. BO-FP1-08202012 8/20/2012 Modified language to reflect adjustments in supporting

organization structure.

BO-FP1-02212017 2/21/2017 Reviewed in accordance with every two year review.

BO-SOP-11172014 (Supporting Organization Policy) Page 1 of 4

Supporting Organization Policy

Last Reviewed/Revised:

11/17/2014 Effective Date:

06/11/2012

Reference Number: BO-SOP-11172014 Original Author: MATES Board

Policy Status: Draft

PURPOSE:

The purpose of this policy is to set forth the terms and conditions for the operation of School-related Independent Organizations. The MATES Board (“Board”) recognizes that parent/guardians and community members may wish to organize parent organizations and/or booster clubs for the purpose of supporting curricular and co-curricular programs. The Board appreciates the contributions made by such organizations and encourages their interest and participation in supporting school activities and helping to achieve the school's vision for student learning. This policy is adopted to define the relationship between MATES and the School-related Independent Organizations.

SCOPE:

This policy applies to all MATES Personnel, community members and involved parties

with respect to decisions and actions for School-related Independent Organizations.

GENERAL POLICY STATEMENT:

This policy applies to all School-related Independent Organizations that are separate

legal entities from the school and thus are not under the control or the responsibility of

school personnel. However, Education Code 51521 requires that any fund-raising

activity by a school-connected organization, designed to raise money to benefit a school

or its students, receive approval from the Governing Board.

POLICY DETAILS:

1. RELATIONSHIP:

1.1. School-related Independent Organizations such as a Parent Teacher

Organization and the MATES Community Network are not school-sponsored

organizations. These School-related Independent Organizations must meet the

terms and conditions of this policy to use the MATES name, mascot, logo,

school facilities, or to represent any affiliation with MATES. School-related

Independent Organizations shall not represent or imply that its activities,

contracts, purchases, or financial commitments are made on behalf of or are

legally binding upon MATES.

1.2. The Board encourages school-connected organizations to consider the impact of

fundraising activities on the overall school program. School-connected

organizations may shall consult with the principal/Executive Director or designee

to determine school needs and priorities. Activities by school-connected


organizations shall not conflict with law, Board policies, administrative

regulations, or any rules of the sponsoring school.

2. COMMUNICATION: Communication is fundamental for a successful partnership

between the School-related Independent Organizations and MATES, and it is

important to establish some general guidelines for such.

2.1. Oral and/or written communication between the Executive Director or designee

of MATES and School-related Independent Organizations will be conducted

through the President of the School-related Independent Organization (or

designee)

2.2. Promotions, material distribution, and assistance in communication which are

available at MATES may be used by the School-related Independent

Organization with prior approval of the Executive Director.

3. POLICY DETAILS.

3.1. Request for Authorization - MATES will give notice to existing Authorized

Organizations of the deadline for renewal and provide required forms by the 1st

day of the fall quarter each year. A request for authorization must be submitted

to and approved by the MATES Executive Director, no later than September 1st

of each school year, and subsequently approved by the Governing Board at the

first Board of Directors meeting of the school year. If a previously Authorized

Organization is blocked from reauthorization by an individual designee, the

Governing Board, the Organization in question may make arrangements prior

to the Board meeting to bring its concerns or questions to the Governing Board

at the public comments session of the a Board meeting. Requests for

authorization as a School-related Independent Organization shall contain the

following:

3.1.1. The name of the organization

3.1.2. The date of the application

3.1.3. Membership qualification

3.1.4. The names, addresses, and phone numbers of all officers, updated

annually.

3.1.5. A brief description of the organization’s purpose.

3.1.6. Organization by-laws along with any amendments.

3.1.7. A list of specific annual goals and objectives.

3.1.8. Evidence of liability insurance as required by law.

3.1.9. If applicable, any documentation from the State of California or the

Federal Government identifying the legal status of the School-related

Independent Organization, including Tax Identification number.

3.2. Annual reauthorization requires updates to any original documents on file.

3.3. The MATES Executive Director Governing Board may revoke authorization for

cause at any time.

3.4. Any program, fundraiser, or other activity sponsored by a School-related

Independent Organization that is held on campus or off-campus involving

students shall be conducted according to MATES Policies and Procedures,

school rules, and core values.


3.5. Announcements of events, related correspondence and off campus

parent/guardian permission slips shall clearly indicate that the activity or event is

sponsored by the School-related Independent Organization, not by MATES.

4. FUNDRAISING

4.1. Fundraising activities by School-related Independent Organizations in support of

MATES should be conducted in alignment with guidelines defined in the MATES

Fundraising Policy.

4.2. All Fundraising events shall be organized with prior written approval of the

MATES Executive Director or designee when held on campus. Approval is

implicit for

fundraising activities when a School-related Independent Organization makes a

contract or agreed upon arrangement with the school for the use of its facilities.

4.3. All requests for fundraising held on campus shall include a specific purpose for

the fundraising activity.

4.4. The Executive Director or designee, and Governing Board when requested, shall

be provided may request monthly financials of any School-related Independent

Organization for the review of the breakdown of fundraising events.

4.5. A fundraising plan for the next school year must be submitted to the MATES

Executive Director or designee for review and approval by the August Board

meeting.

4.6. The MATES tax identification number shall not be used by a School-related

Independent Organization for fundraising or any other purposes.

5. ACCOUNTING

5.1. Audits – Audited Financial will be made available upon written request from the

Executive Director or designee, or Governing Board.

5.2. A School-related Organization must conduct an annual accounting or audit of its

receipts and disbursements and submit a financial or audit report, performed in

accordance with generally accepted auditing principles, to the MATES Executive

Director or designee, and Governing Board.

5.3. The School-related Independent Organization’s bylaws must specify a

reasonable procedure for internal financial control.

6. WEBSITE

6.1. No School-related Independent Organization is permitted to operate an

independent website that represents itself as MATES or uses the mascot, logo,

image, or likeness of same.

6.2. A School-related Independent Organization may operate a website that is

accessed through the MATES website. Arrangements of this type must comply

with all criteria set forth in the MATES Website Policy.

6.3. All School-related Independent Organizations must make available to the public

its current bylaws, standing rules, and itemized working budgets, including on its

website.

7. SUPPORTIVE ACTIVITIES


7.1. Whenever possible, School-related Independent Organizations shall make

purchases or payments intended for direct student benefit via payment of funds

to MATES. Examples include, but are not limited to, purchase of uniforms and

the payment of program fees, supplies, equipment, and services. Direct payment

of this type, when appropriate for reasons such as expediency, should be

communicated to the MATES Executive Director or designee in advance of the

payment.

7.2. School-related Independent Organizations cannot hire employees or

independent contractors who will become staff members of MATES without prior

discussion and written approval from the Executive Director or designee, and the

Governing Board. School-related Independent Organizations may hire

technicians, clinicians, guest speakers, or other independent contractors who will

instruct and/or coach students under the guidance of a certificated employee of

MATES with the prior written approval of the Executive Director.

7.3. School-related Independent Organizations may make honorarium payments,

donations and/or give gifts to MATES, its faculty and staff if a prior written

request with rationale has been approved by the Executive Director or designee,

and the Governing Board, and it has been determined that such items for

purchase or donation directly benefits the students or the mission of MATES,

and such payments or gifts are clearly recorded in the Organization’s financial

reporting and audits.

NON-COMPLIANCE TO POLICY:

Violations of this policy may result in the MATES employee being subject to disciplinary

action in accordance with Board disciplinary policy and administrative regulations and/or

the authorization being revoked for the organization.

GOVERNANCE:

The MATES Board and Executive Director will be responsible for monitoring adherence

to the policy.

REVIEW CYCLE:

The MATES Board will be responsible for reviewing the policy every two years or more

frequently as required.

REVISION HISTORY:

Policy Version: Effective Date: Revision:

BO -SOP-06112012 6/11/2012 Original Version

BO -SOP-11172014

11/17/2014 Reviewed in accordance of review every two years. Changes made as part of review: Section 3.3 revised to remove public comments. Section 3.1 dates changed to September 1. Revised 4.5 to require plan by August Board meeting.

SECTION: D Discussion and Information Items - Reports and Attachments

60.98% 125

27.80% 57

2.44% 5

8.29% 17

0.49% 1

Q1 I feel welcome at MATESAnswered: 205 Skipped: 2

Total 205

Strongly Agree

Somewhat Agree

Not Sure/Don'tKnow/NA

SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Answer Choices Responses

Strongly Agree

Somewhat Agree

Not Sure/Don't Know/NA

Somewhat Disagree

Strongly Disagree

1 / 97

MATES Climate Survey 2016-2017

54.63% 112

29.27% 60

1.46% 3

9.27% 19

5.37% 11

Q2 I feel welcome in the school officeAnswered: 205 Skipped: 2

Total 205

Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

2 / 97


71.71% 147

20.00% 41

7.32% 15

0.98% 2

0.00% 0

Q3 I feel welcome in the classroomAnswered: 205 Skipped: 2

Total 205

Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

3 / 97


30.54% 62

23.65% 48

39.90% 81

4.43% 9

1.48% 3

Q4 I feel the Board of Directors listens toparent comments/suggestions

Answered: 203 Skipped: 4

Total 203

Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

4 / 97


26.60% 54

24.63% 50

24.14% 49

11.82% 24

12.81% 26

Q5 I feel the Executive Director listens toparent comments/suggestions


Total 203

Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

5 / 97


37.56% 77

22.93% 47

33.66% 69

3.90% 8

1.95% 4

Q6 I feel the Assistant ExecutiveDirector listens to parentcomments/suggestions


Total 205

Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

6 / 97


47.80% 98

24.88% 51

17.07% 35

8.29% 17

1.95% 4

Q7 I feel the school officepersonnel listens to my concerns


Total 205

Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

7 / 97


65.52% 133

25.62% 52

3.45% 7

3.45% 7

1.97% 4

Q8 Rules for student behavior are clearAnswered: 203 Skipped: 4

Total 203

Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

8 / 97


44.83% 91

30.54% 62

16.26% 33

5.91% 12

2.46% 5

Q9 Rules for student behavior are enforcedAnswered: 203 Skipped: 4

Total 203

Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

9 / 97


62.75% 128

27.45% 56

3.43% 7

4.41% 9

1.96% 4

Q10 Do you feel your child's education atMATES is being honored by our Mission

Statement?MATES MissionStatementInstituting a vision that welcomesinnovation, honors the past, transforms the

future, commands achievement, andempowers all children through the Arts and

Technology.Answered: 204 Skipped: 3

Total 204

Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

10 / 97


11.46% 22

12.50% 24

22.40% 43

16.15% 31

18.75% 36

18.75% 36

Q11 What is the grade level of your OLDESTchild at MATES this year (2016-2017)?


Total 192

Kindergarten

1st Grade

2nd Grade

3rd Grade

4th Grade

5th Grade

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Kindergarten

1st Grade

2nd Grade

3rd Grade

4th Grade

5th Grade

11 / 97


75.82% 69

16.48% 15

3.30% 3

4.40% 4

0.00% 0

Q12 I feel my child's teacher listens to myconcerns


Total Respondents: 91

Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

12 / 97


52.75% 48

34.07% 31

4.40% 4

7.69% 7

1.10% 1

Q13 My child's teacher regularlycommunicates with me



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

13 / 97


70.33% 64

21.98% 20

1.10% 1

5.49% 5

1.10% 1

Q14 My child feels comfortable in theclassroom



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

14 / 97


58.24% 53

26.37% 24

2.20% 2

12.09% 11

2.20% 2

Q15 My child is given the appropriateamount of homework



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

15 / 97


56.04% 51

28.57% 26

1.10% 1

5.49% 5

9.89% 9

Q16 On average is your child able tocomplete his/her homework within these

guidelines?MATES HomeworkGuidelinesKindergarten - Up to 10 minutes

per night*1-2 - Up to 20 minutes per night*3-5 - 30-50 minutes per night**On average of 4

days per weekAnswered: 91 Skipped: 116


Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

16 / 97


71.11% 64

23.33% 21

0.00% 0

4.44% 4

1.11% 1

Q17 Homework assignments are clearAnswered: 90 Skipped: 117


Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

17 / 97


54.95% 50

37.36% 34

2.20% 2

4.40% 4

2.20% 2

Q18 Homework is appropriate in difficultyAnswered: 91 Skipped: 116


Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

18 / 97


33.50% 66

66.50% 131

Q19 Do you have any other children atMATES?


Total 197

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

19 / 97


38.71% 24

32.26% 20

14.52% 9

9.68% 6

3.23% 2

1.61% 1

Q20 What is the grade level of your NEXTOLDEST child at MATES this year (2016-

2017)?Answered: 62 Skipped: 145

Total 62

Kindergarten

1st Grade

2nd Grade

3rd Grade

4th Grade

5th Grade

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Kindergarten

1st Grade

2nd Grade

3rd Grade

4th Grade

5th Grade

20 / 97


75.86% 22

20.69% 6

0.00% 0

3.45% 1

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

21 / 97


63.33% 19

26.67% 8

0.00% 0

10.00% 3

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

22 / 97


76.67% 23

20.00% 6

0.00% 0

3.33% 1

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

23 / 97


66.67% 20

23.33% 7

3.33% 1

0.00% 0

6.67% 2




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

24 / 97


63.33% 19

23.33% 7

0.00% 0

10.00% 3

3.33% 1






Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

25 / 97


86.67% 26

10.00% 3

0.00% 0

3.33% 1

0.00% 0



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

26 / 97


76.67% 23

23.33% 7

0.00% 0

0.00% 0

0.00% 0



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

27 / 97


7.69% 5

92.31% 60



Total 65

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

28 / 97


25.00% 1

75.00% 3

0.00% 0

0.00% 0

0.00% 0

0.00% 0

Q29 What is the grade level of your NEXTOLDEST child at MATES this year (2016-

2017)?Answered: 4 Skipped: 203

Total 4

Kindergarten

1st Grade

2nd Grade

3rd Grade

4th Grade

5th Grade

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Kindergarten

1st Grade

2nd Grade

3rd Grade

4th Grade

5th Grade

29 / 97


100.00% 1

0.00% 0

0.00% 0

0.00% 0

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

30 / 97


100.00% 1

0.00% 0

0.00% 0

0.00% 0

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

31 / 97


100.00% 1

0.00% 0

0.00% 0

0.00% 0

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

32 / 97


100.00% 1

0.00% 0

0.00% 0

0.00% 0

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

33 / 97


100.00% 1

0.00% 0

0.00% 0

0.00% 0

0.00% 0






Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

34 / 97


0.00% 0

100.00% 1

0.00% 0

0.00% 0

0.00% 0



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

35 / 97


0.00% 0

100.00% 1

0.00% 0

0.00% 0

0.00% 0



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

36 / 97


56.18% 50

19.10% 17

21.35% 19

2.25% 2

1.12% 1

Q37 Last year, MATES prepared my child tosucceed academically in his/her current

grade levelAnswered: 89 Skipped: 118

Total 89

Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

37 / 97


56.67% 51

18.89% 17

16.67% 15

5.56% 5

2.22% 2

Q38 Last year, MATES helped my child tosucceed emotionally/socially in his/her

current grade levelAnswered: 90 Skipped: 117

Total 90

Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

38 / 97


61.11% 55

26.67% 24

6.67% 6

4.44% 4

2.22% 2

Q39 MATES is preparing my child tosucceed academically for next year



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

39 / 97


55.56% 50

32.22% 29

8.89% 8

4.44% 4

2.22% 2

Q40 MATES is helping my child to succeedemotionally/socially for next year



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

40 / 97


6.15% 12

93.85% 183



Total 195

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

41 / 97


16.67% 1

0.00% 0

83.33% 5

0.00% 0

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

42 / 97


0.00% 0

16.67% 1

83.33% 5

0.00% 0

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

43 / 97


33.33% 2

50.00% 3

16.67% 1

0.00% 0

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

44 / 97


33.33% 2

0.00% 0

33.33% 2

33.33% 2

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

45 / 97


0.00% 0

100.00% 10



Total 10

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

46 / 97


0.00% 0

0.00% 0

0.00% 0

0.00% 0

0.00% 0




! No matching responses.


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

47 / 97


0.00% 0

0.00% 0

0.00% 0

0.00% 0

0.00% 0






Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

48 / 97


0.00% 0

0.00% 0

0.00% 0

0.00% 0

0.00% 0






Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

49 / 97


0.00% 0

0.00% 0

0.00% 0

0.00% 0

0.00% 0






Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

50 / 97


82.95% 73

5.68% 5

7.95% 7

2.27% 2

2.27% 2

Q51 I am satisfied with the instruction mychild receives in music (K-5)



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

51 / 97


71.59% 63

9.09% 8

12.50% 11

7.95% 7

1.14% 1

Q52 I am satisfied with the instruction mychild receives in art (K-5)



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

52 / 97


45.98% 40

19.54% 17

28.74% 25

2.30% 2

3.45% 3

Q53 I am satisfied with the instruction mychild receives in dance (K-5)



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

53 / 97


57.47% 50

25.29% 22

12.64% 11

3.45% 3

2.30% 2

Q54 I am satisfied with the instruction mychild receives in computers (K-5)



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

54 / 97


70.45% 62

19.32% 17

10.23% 9

0.00% 0

0.00% 0

Q55 I am satisfied with the instruction mychild receives in library (K-5)



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

55 / 97


60.23% 53

27.27% 24

10.23% 9

3.41% 3

0.00% 0

Q56 I am satisfied with the physicaleducation my child receives (K-5)



Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

56 / 97


5.21% 10

94.79% 182



Total 192

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

57 / 97


100.00% 5

0.00% 0

0.00% 0

0.00% 0

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

58 / 97


80.00% 4

20.00% 1

0.00% 0

0.00% 0

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

59 / 97


80.00% 4

20.00% 1

0.00% 0

0.00% 0

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

60 / 97


80.00% 4

20.00% 1

0.00% 0

0.00% 0

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

61 / 97


80.00% 4

0.00% 0

20.00% 1

0.00% 0

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

62 / 97


60.00% 3

20.00% 1

0.00% 0

20.00% 1

0.00% 0




Strongly Agree

Somewhat Agree


SomewhatDisagree

StronglyDisagree

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

63 / 97


0.00% 0

100.00% 10



Total 10

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

64 / 97


0.00% 0

0.00% 0

0.00% 0

0.00% 0

0.00% 0






Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

65 / 97


0.00% 0

0.00% 0

0.00% 0

0.00% 0

0.00% 0






Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

66 / 97


0.00% 0

0.00% 0

0.00% 0

0.00% 0

0.00% 0






Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

67 / 97


0.00% 0

0.00% 0

0.00% 0

0.00% 0

0.00% 0






Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

68 / 97


0.00% 0

0.00% 0

0.00% 0

0.00% 0

0.00% 0






Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

69 / 97


0.00% 0

0.00% 0

0.00% 0

0.00% 0

0.00% 0






Strongly Agree

Somewhat Agree


Somewhat Disagree

Strongly Disagree

70 / 97


95.85% 185

4.15% 8

Q71 In the classroomAnswered: 193 Skipped: 14

Total 193

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

71 / 97


86.01% 166

13.99% 27

Q72 In the libraryAnswered: 193 Skipped: 14

Total 193

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

72 / 97


85.57% 166

14.43% 28

Q73 With the specialists (art, science,computers, library)


Total 194

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

73 / 97


62.18% 120

37.82% 73

Q74 Have you attended a MATES Board ofDirectors Meeting?


Total 193

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

74 / 97


44.44% 84

55.56% 105

Q75 There was childcare availableAnswered: 189 Skipped: 18

Total 189

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

75 / 97


55.26% 105

44.74% 85

Q76 Agenda items were made availablefarther in advance


Total 190

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

76 / 97


59.26% 112

40.74% 77

Q77 There were reminders of meetingsdates/times


Total 189

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

77 / 97


65.00% 65

35.00% 35

Q78 The meetings are valuable and myinput makes a difference


Total 100

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

78 / 97


72.73% 64

27.27% 24

Q79 I was heard and my questions wereanswered


Total 88

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

79 / 97


73.03% 65

26.97% 24

Q80 I feel comfortable to participate freelyAnswered: 89 Skipped: 118

Total 89

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

80 / 97


97.87% 184

2.13% 4

Q81 MATES strives to provide a variety ofvolunteering opportunities


Total 188

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

81 / 97


77.25% 146

22.75% 43

Q82 BudgetAnswered: 189 Skipped: 18

Total 189

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

82 / 97


78.72% 148

21.28% 40

Q83 Core Values/VisionAnswered: 188 Skipped: 19

Total 188

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

83 / 97


78.07% 146

21.93% 41

Q84 CurriculumAnswered: 187 Skipped: 20

Total 187

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

84 / 97


86.17% 162

13.83% 26

Q85 Parent Advisory Counsel (PAC)Answered: 188 Skipped: 19

Total 188

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

85 / 97


72.19% 135

27.81% 52

Q86 Performing ArtsAnswered: 187 Skipped: 20

Total 187

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

86 / 97


69.15% 130

30.85% 58

Q87 SafetyAnswered: 188 Skipped: 19

Total 188

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

87 / 97


77.54% 145

22.46% 42

Q88 TechnologyAnswered: 187 Skipped: 20

Total 187

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

88 / 97


73.94% 139

26.06% 49

Q89 Visual ArtsAnswered: 188 Skipped: 19

Total 188

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

89 / 97


25.67% 48

62.03% 116

12.30% 23

Q90 Given your awareness of thesecommittees, how likely are you to

participate?Answered: 187 Skipped: 20

Total 187

Definitely

Might

Would Not

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Definitely

Might

Would Not

90 / 97


Q91 I would be more likely to participate incommittee meeting if (please provide

answer below)Answered: 63 Skipped: 144

91 / 97


75.27% 140

24.73% 46

Q92 Automated phone calls from the schoolAnswered: 186 Skipped: 21

Total 186

Use

Don't Use

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Use

Don't Use

92 / 97


98.41% 186

1.59% 3

Q93 Emails from the schoolAnswered: 189 Skipped: 18

Total 189

Use

Don't Use

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Use

Don't Use

93 / 97


77.30% 143

22.70% 42

Q94 Other parentsAnswered: 185 Skipped: 22

Total 185

Use

Don't Use

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Use

Don't Use

94 / 97


83.96% 157

16.04% 30

Q95 Teacher webpage, blog orcorrespondenceAnswered: 187 Skipped: 20

Total 187

Use

Don't Use

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Use

Don't Use

95 / 97


75.53% 142

24.47% 46

Q96 WebsiteAnswered: 188 Skipped: 19

Total 188

Use

Don't Use

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Use

Don't Use

96 / 97


88.89% 168

3.70% 7

7.41% 14

Q97 Wednesday FolderAnswered: 189 Skipped: 18

Total 189

Use

Don't Use

Other (pleasespecify)

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Use

Don't Use

Other (please specify)

97 / 97


60.00% 96

36.25% 58

3.75% 6

0.00% 0

0.00% 0

Q1 How many MATES students in yourfamily for the 2017 - 2018 school year?


Total 160

1

2

3

4

5

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


1

2

3

4

5

1 / 8

Parent Survey for Possible Lunch Program 2017-2018

95.03% 153

4.97% 8

Q2 Would you participate in a school lunchprogram?


Total 161

Yes

No

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Yes

No

2 / 8


7.84% 12

20.26% 31

33.33% 51

5.88% 9

32.68% 50

Q3 If so, how many days a week would youpurchase lunch for your child/ren?


Total 153

1

2

3

4

5

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


1

2

3

4

5

3 / 8


Q4 How much would you be willing to payPER lunch?


# Responses Date

1 $4 5/16/2017 8:36 AM

2 Price 5 to 6 $ 5/15/2017 3:33 PM

3 Price $3 5/15/2017 1:10 PM

4 Price $3 5/15/2017 5:32 AM

5 Price $3.50 5/15/2017 4:49 AM

6 Price $6 5/15/2017 2:50 AM

7 Price $5 5/15/2017 1:54 AM

8 Price $5 5/14/2017 1:16 PM

9 Price $5 5/14/2017 12:36 PM

10 Price $5 5/14/2017 11:49 AM

11 Price $5 5/14/2017 1:00 AM

12 Price $4-$5 5/13/2017 3:23 PM

13 Price $5 5/13/2017 7:23 AM

14 Price 5 5/13/2017 12:04 AM

15 Price $5.00 5/12/2017 1:03 PM

16 Price $3 5/12/2017 8:32 AM

17 Price Not sure 5/12/2017 8:18 AM

18 Price $5 5/12/2017 5:41 AM

19 Price $7 5/12/2017 5:37 AM

20 Price 3 5/12/2017 5:01 AM

21 Price $4-6 5/12/2017 4:19 AM

22 Price $4 5/12/2017 4:11 AM

23 Price $4 5/12/2017 4:02 AM

24 Price 5.00-7.00 5/12/2017 3:52 AM

25 Price 5.00 5/12/2017 2:48 AM

26 Price $4-$5 5/12/2017 2:44 AM

27 Price $5 5/12/2017 2:29 AM

28 Price 4-5 5/12/2017 1:45 AM

29 Price 4 5/12/2017 1:28 AM

30 Price Under $5 5/12/2017 1:12 AM

31 Price $4-5 5/12/2017 1:05 AM

32 Price 5.oo 5/12/2017 12:59 AM

33 Price 5-10 5/12/2017 12:43 AM

34 Price 6 5/12/2017 12:14 AM

4 / 8


35 Price $4-5 5/11/2017 11:56 PM

36 Price 5 5/11/2017 11:01 PM

37 Price 5 5/11/2017 10:40 PM

38 Price I would pay $5-7 each. If it was more than that I would still probably pay it but may do fewer days per week. 5/11/2017 10:35 PM

39 Price $4-5 5/11/2017 10:20 PM

40 Price $3 5/11/2017 10:12 PM

41 Price $3-$5 Depends on quality 5/11/2017 10:07 PM

42 Price $5 5/11/2017 10:05 PM

43 Price $7 5/11/2017 9:56 PM

44 Price $4 5/11/2017 9:27 PM

45 Price 4.00 5/11/2017 4:17 PM

46 Price 8.00 dollars a day. 5/11/2017 3:58 PM

47 Price $5 5/11/2017 3:28 PM

48 Price $5 5/11/2017 2:46 PM

49 Price $6 5/11/2017 2:37 PM

50 Price 6. 5/11/2017 2:36 PM

51 Price $4 5/11/2017 2:33 PM

52 Up to $5 per lunch. 5/11/2017 2:29 PM

53 $ 5-6.00 5/11/2017 2:16 PM

54 $5.50 5/11/2017 2:14 PM

55 It completely depends on the quality of the lunch. If it's wrapped well or has a good presentation, is tasty and my kidseat it, I would pay up to $7 a day per kid. SUGGESTION: When you have a finalist, do a kid taste test. If it's a basicPB&J in a brown bag, my kids would eat it one day and that would be it. If it's a creative, fresh meal, they will want it.Their website looks good! I would like to know the menu before I commit each day/week/month depending on how farout they plan. My kids dont love entree salads, so I would pass on those days.

5/11/2017 2:13 PM

56 $5.00 5/11/2017 2:11 PM

57 $4.50 5/11/2017 2:07 PM

58 $4 5/11/2017 2:07 PM

59 3.50 5/11/2017 2:02 PM

60 up to $7 per lunch 5/11/2017 2:00 PM

61 $5 - $6 5/11/2017 1:59 PM

62 5 5/11/2017 1:57 PM

63 $5 5/11/2017 1:56 PM

64 $5 5/11/2017 1:54 PM

65 $5-6 5/11/2017 1:49 PM

66 $3/$4 5/11/2017 1:43 PM

67 $5 5/11/2017 1:39 PM

68 Up to $5/per lunch 5/11/2017 1:33 PM

69 $5.00 5/11/2017 1:29 PM

70 $5.00 5/11/2017 1:22 PM

71 $5 5/11/2017 1:21 PM

72 $7 5/11/2017 1:20 PM

5 / 8


73 $4 5/11/2017 1:20 PM

74 $5 5/11/2017 1:20 PM

75 $6.00 5/11/2017 1:12 PM

76 $6 5/11/2017 1:12 PM

77 $10.00 5/11/2017 1:10 PM

78 4 5/11/2017 1:09 PM

79 $5 5/11/2017 12:56 PM

80 $5 especially if there are vegetarian or vegan options for the kids, organic fruits/veggies and low sugar drinks. 5/11/2017 12:36 PM

81 I wish there was a spot to say I'd occasionally participate, like 1-2 month. I'd pay $6 or so. I completely understandthat it's voluntary and you/we are paying for the convenience. For those families that are willing to pay, it's definitelyworth it. Finances are more of an issue for me, which is why I'd participate less frequently. I don't think the schoolshould take this program on if it's going to lose money.

5/11/2017 12:31 PM

82 $7 5/11/2017 12:27 PM

83 $5-$6 5/11/2017 12:24 PM

84 $3.00. Which depends on quality on the food. For example, if drink if a juice box and vegetable is French fries wewould opt out.

5/11/2017 12:21 PM

85 Depends on the quality/amount of food. $5-7 5/11/2017 12:19 PM

86 $4 5/11/2017 12:18 PM

87 5 5/11/2017 12:06 PM

88 $5.00 5.50 5/11/2017 12:06 PM

89 $5-$7 for lunch, but has to be decent food. 5/11/2017 12:05 PM

90 $4 to $5 dollars per lunch. 5/11/2017 12:02 PM

91 5-7 5/11/2017 11:46 AM

92 $5-$6 5/11/2017 11:46 AM

93 $5.00 5/11/2017 11:45 AM

94 $6-7 5/11/2017 11:44 AM

95 $5-$10 5/11/2017 11:42 AM

96 Up to $6 per lunch 5/11/2017 11:40 AM

97 20 5/11/2017 11:38 AM

98 $5.00 5/11/2017 11:37 AM

99 $5.00 5/11/2017 11:36 AM

100 $5 5/11/2017 11:34 AM

101 Please do not add a school lunch program. It will take away precious space from an already maxed out campus aswell as lead to a host of unforeseen issues. The grass is not always greener on the other side. Let's keep it simple andpack lunch for our kids. ????❤�

5/11/2017 11:30 AM

102 $4-$9 5/11/2017 11:26 AM

103 5 5/11/2017 11:22 AM

104 Open 5/11/2017 11:21 AM

105 $5 5/11/2017 11:19 AM

106 6 5/11/2017 11:17 AM

107 $5-8 5/11/2017 11:16 AM

108 $4 5/11/2017 11:11 AM

109 5-7 5/11/2017 11:08 AM

6 / 8


110 $3-$6 5/11/2017 11:08 AM

111 I would prefer to have a monthly fee instead of per lunch, per student fee. Most other school lunch programs are about$3-$4 per lunch, so I'd love to have something in line with other programs.

5/11/2017 11:05 AM

112 6.00 5/11/2017 11:05 AM

113 $5 5/11/2017 11:02 AM

114 $7 5/11/2017 11:01 AM

115 $4 5/11/2017 11:00 AM

116 $4.00 5/11/2017 11:00 AM

117 $6.00 5/11/2017 11:00 AM

118 6-8 dollars per lunch 5/11/2017 11:00 AM

119 $5 5/11/2017 10:58 AM

120 7.00 5/11/2017 10:54 AM

121 $5-$8 5/11/2017 10:51 AM

122 5 5/11/2017 10:47 AM

123 $8 5/11/2017 10:45 AM

124 4 dollars, if higher we would drop to 1 or 2 a week 5/11/2017 10:44 AM

125 4.00 5/11/2017 10:43 AM

126 $4-5 5/11/2017 10:42 AM

127 $5 5/11/2017 10:39 AM

128 $4.50-$7.50 depending on entree 5/11/2017 10:38 AM

129 Whatever it cost but reasonable as well 5/11/2017 10:38 AM

130 $5 5/11/2017 10:37 AM

131 8 5/11/2017 10:34 AM

132 4-6 5/11/2017 10:33 AM

133 $5 5/11/2017 10:33 AM

134 $5 5/11/2017 10:32 AM

135 $4-$7 5/11/2017 10:31 AM

136 $5 5/11/2017 10:28 AM

137 How much I'd use it depends on the quality of food. I'd very good, $6. t's going to cost the school money, I don't thinkwe should do this.

5/11/2017 10:27 AM

138 $3 5/11/2017 10:23 AM

139 $8 5/11/2017 10:20 AM

140 $2.50 - $4 per meal 5/11/2017 10:19 AM

141 $4 5/11/2017 10:19 AM

142 $4-$5 depending on what's available 5/11/2017 10:19 AM

143 $5 5/11/2017 10:19 AM

144 $5.00 5/11/2017 10:18 AM

145 $5-7 average 5/11/2017 10:18 AM

146 $4-$5 5/11/2017 10:15 AM

147 5 5/11/2017 10:15 AM

148 Up to 4, but no more than 5 5/11/2017 10:13 AM

7 / 8


149 My child is too picky of an eater...wouldn't work for us. Thank you 5/11/2017 10:11 AM

150 $5 or $6 5/11/2017 10:08 AM

151 $6.00-$8.00 5/11/2017 10:08 AM

152 $5 5/11/2017 10:05 AM

153 $5.00 5/11/2017 10:05 AM

8 / 8


Edl · AGENDA Regular Meeting of the Board of Directors Monday, May 22, 2017 5:30 p.m. Choice Lunch...

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Transcript of Edl · AGENDA Regular Meeting of the Board of Directors Monday, May 22, 2017 5:30 p.m. Choice Lunch...