LIVE OAK CHARTER SCHOOL

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LIVE OAK CHARTER SCHOOL

100 Gnoss Concourse Petaluma, CA 94928•(707) 762-9020

Agenda for the Regular Meeting of the Board of Directors

Live Oak Charter School Lower Campus Math Room

November 12, 2015

Mission & Program

To ensure the humanity and potential of its students through an education resonant with their unfolding awareness and capacities, and supportive of the full and integrated development of body, heart, and mind. LOCS provides a K-8 program inspired by Waldorf education to children and families of Petaluma and surrounding communities. Waldorf inspired education is a developmental approach to learning that cultivates the innate capacities of each child through age appropriate curriculum. Live Oak educates the whole child – head, heart, and hands, through an education that integrates each child’s creative, intellectual, emotional, physical and social domains. Live Oak offers an

interdisciplinary liberal arts program where art, music, and movement are integrated with core academic instruction. Exploration of the natural world, human culture, language and mathematics enlivens curiosity which is the foundation of intellectual growth, conceptual flexibility, empathy and sense of connectedness.

OPENING (7:00 pm)

PUBLIC COMMENT (7:05 pm)

This portion of the meeting is set aside for members of the audience to make comments or raise issues that are not specifically on the agenda. These presentations are limited to three minutes per presentation and the total time allotted to non-agenda items will not exceed fifteen minutes.

OPEN SESSION (7:20 pm)

A. Approve the agenda

B. Reports

1. Committee reports

2. Executive Director Report

C. Consent agenda (7:45 pm)

All matters listed under Consent Agenda are considered to be routine, and all will be enacted by one motion and vote. There will be no separate discussion of these items unless a Board member requests items to be removed from the Consent Agenda for separate action.

1. Board Minutes: October 10, 2015

2. Monthly Financials for October 2015

D. The board will consider the following for discussion

1. Non-Site based independent study program

Presentation by Sara Jordan, Administrator with Pathways School

2. Review of current Special Education services

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4. 2015-2016 Parent survey

E. The board will consider the following for discussion and approval (9:00 pm)

1. Independent study policy

2. Enrollment and Wait List policy

3. District Residency Policy

3. Dissolution of the 3C committee

CLOSED SESSION (9:30 pm)

F. Pursuant to Government Code 54956.8

Conference with Real Property Negotiator

Property: 100 Gnoss Concourse, Petaluma; Negotiating Parties: Sonoma-Marin

Fair; under negotiation: price and terms

G. Pursuant to Government Code 54957: Public Employee Contracts

H. Pursuant to Government Code 54957.8: Planning

OPEN SESSION

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LIVE OAK CHARTER SCHOOL

1 Executive Director Report

November 12, 2015

Enrollment & Attendance

Enrollment is currently 290, with several enrollments pending. Surprisingly there are several pending students for the 8th grade class.

Facilities

The doors for the green room are scheduled for installation over winter break. Our

Woodworking storage shed is expected to be delivered in the coming weeks. We have also been experimenting with standing desks. Amy Ross started the pilot in 2nd grade and given the

positive results, 1st grade and now middle school math are providing standing desk options.

Ms. Wigert also requested casters for her tables to allow reconfiguration of her classroom easily into project groups. We are looking to install casters on additional desks in the middle school given the positive review by Krista.

Special Projects

AESOP is now being used by staff to record absences and request subs. We are still working through payroll implementation with PCS and ESCAPE. Ranch 7 solicited feedback on their 3rd round of visuals which will be available for view at the meeting. Board feedback is appreciated.

Winter Faire is ramping up. We will be donating a portion of the proceeds to PEF again this year. Our craft faire will be further expanded this year and we are working with Copperfield’s books instead of Scholastic for book sales. Muriel, M, and Lisa have been great in the runp-up.

Our winter reflections are occurring in the coming weeks. Jasmine Gerber and Julie Beckner are holding the Winter Spiral. They have identified a new site and rhythm to the event. We are looking forward to its rebirth this December.

Curriculum

Our Spanish teacher has supported our purchase of new Spanish curriculum from TPRS which dovetails well with the work from Ms. Patterson last year. We have also begun review of math materials that are common core aligned. Ms. Wigert has assisted in conducting a survey of area high school math programs to determine the best path forward to keep our program congruent with a college preparatory track. It is difficult at the moment as many high schools are

transitioning to new course progressions which in turn impact 8th grade pre-requisites.

Human Resources

We have reached out to the trainer of the recent ENVOY workshop at SCOE to provide coaching support for staff. We are looking to schedule a kickoff workshop in January and provide mentor support through the spring semester for teachers.

Finance

Nothing major to report. The finance committee will be reviewing suggested changes in the coming weeks. We are ahead of schedule and hope to have the final adoption on time for our December meeting.

Inter-Agency Relations

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LIVE OAK CHARTER SCHOOL

100 Gnoss Concourse Petaluma, CA 94928•(707) 762-9020

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Agenda for the Regular Meeting of the Board of Directors

Live Oak Charter School Multi-purpose room

October 8, 2015

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OPENING (1:30 pm)

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Present:

Karna Dawson (KD), Chair

Sarah Grossi (SG), Vice Chair

Josh Kizner (JK), Treasurer

Shaina Ferraro (SF), Secretary

Erin Wrightsman (EW), Director

Matthew Morgan (MM), Executive Director

The board has invited the Live Oak Charter School staff and faculty to attend.

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PUBLIC COMMENT (1:35 pm)

No comment

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OPEN SESSION (1:50 pm)

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A. Approve the agenda

SG moved to arrive - all approved

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B. Introductions of faculty members

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C. The board will consider the following for discussion

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1. Service mark agreement between The Alliance and AWSNA

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LIVE OAK CHARTER SCHOOL

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100 Gnoss Concourse Petaluma, CA 94928•(707) 762-9020!

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Agenda for the Regular Meeting of the Board of Directors

Live Oak Charter School Multi-purpose room

October 8, 2015

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OPENING (7:07 pm)

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Present:

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Karna Dawson (KD), Chair

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Sarah Grossi (SG), Vice Chair

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Josh Kizner (JK), Treasurer

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Shaina Ferraro (SF), Secretary

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Erin Wrightsman (EW), Director

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John Gerber (JG), Director

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Matthew Morgan (MM), Executive Director

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PUBLIC COMMENT (7:09 pm)

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No comment

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OPEN SESSION (7:10 pm)

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A. Approve the agenda

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EW moved to approve - all approved

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B. Reports

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1. Committee reports

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Executive - KD reported that the committee met and decided upon agenda

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Finance - JK reported that the committee met and reviewed the budget

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C3 - EW reported that the committee met and new members joined

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2. Executive Director Report

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MM reviewed the submitted report

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C. Consent agenda (7:45 pm)!

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1. Board Minutes: September 10, 2015 and September 14, 2015

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2. Monthly Financials for September 2015

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JK moved to approve - all approved

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D. The board will consider the following for discussion

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1. Independent study policy

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2. Enrollment waiting list policy

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3. LOCS results of 2014-2015 Smarter Balance evaluation

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E. The board will consider the following for approval

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1. Prop 39 endorsement

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SG moved to approve - all approved

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CLOSED SESSION (9:00 pm)

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F. !

Pursuant to Government Code 54956.8

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Conference with Real Property Negotiator

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Property: 100 Gnoss Concourse, Petaluma; Negotiating Parties: Sonoma-Marin

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Fair; under negotiation: price and terms

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G. !

Pursuant to Government Code 54957: Public Employee Contracts

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H. !

Pursuant to Government Code 54957.8: Planning

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OPEN SESSION (9:13pm)

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I. !

Report on actions taken in closed session

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No action taken

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ADJOURNMENT (9:15pm)

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Live Oak Charter School

Summit State Bank

Clearing Account - Check Register

Legend: ezDeposit = checks Legend: DEPOSIT = cash

11/9/15 1

Date Activity Details Amount Account Balance

10/29/15 withdrawal CHECK # 1026 $ (22,593.08) $12,424.47

10/28/15 DEPOSIT #558 Aftercare - cash $ 43.00 $35,017.55

10/28/15 DEPOSIT #557 Strings $ 10.00 $34,974.55

10/27/15 ezDeposit #558 Aftercare - check $ 2,029.00 $34,964.55

10/21/15 ezDeposit #556 Aftercare - checks $ 2,183.00 $32,784.55

10/14/15 DEPOSIT #553 - Aftercare - cash $ 107.00 $30,343.55

10/13/15 ezDeposit #555 Aftercare - checks $ 608.00 $30,236.55

10/13/15 ezDeposit #554 Refund - Edutyping Subscriptions $ 55.56 $29,628.55

10/6/15 ezDeposit #553 Aftercare - checks $ 2,432.00 $29,572.99

10/5/15 Transfer From Intuit Aftercare Online Payments $ 4,067.41 $27,140.99

$22,998.58

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2014-2015 LOCS annual survey

Dear Parents,

Every year the Live Oak School Board and administration take a careful look at the health and vibrancy our school. Our objective is to understand what the school is doing effectively, and conversely, what it is doing ineffectively. In other words, where are the areas within our school that can be improved? Ideally, we would hear from 100% of the parent and/or representative body, thereby getting an accurate assessment and in turn making necessary changes where possible.

Please invest 10 minutes of your time to respond to the questions on this survey.

Your feedback is extremely important to us. At a minimum, we would like to hear from at least one representative from every family. Please feel free to be completely candid and sincere. It should be noted that all responses will be held confidential an anonymous.

Please complete the survey by Friday, February 6, 2015.

1. Which grade(s) does your child or do your children attend at Live Oak?

Kindergarten

1st Grade

2nd Grade

3rd Grade

4th Grade

5th Grade

6th Grade

7th Grade

8th Grade

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strongly agree agree sort of disagree strongly disagree

Primary teacher

Specialty teachers

Classroom assistant

Executive director

Other (please specify)

2. The connection that your child has with individual teachers and staff greatly enhances their educational experience. Please let us know how well you feel that your children are supported by the school faculty and staff.

I feel that my child is well supported by (First child)

Primary teacher

Specialty teachers

Classroom assistant

Executive director

3. I feel that my child is well supported by (Second child)

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Primary teacher

Specialty teachers

Classroom assistant

Executive director

4. I feel that my child is well supported by (Third child)

Primary teacher

Specialty teachers

Classroom assistant

Executive director

5. I feel that my child is well supported by (Fourth child)

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My child is thriving

OK, could be better could

be worse

I am very concerned and actively

seeking alternatives.

First Child

Second Child

Third Child

Fourth Child

6. Based on your observations of your child's educational experience this year, how would you rate your child's educational experience?

Very likely Likely Maybe Unlikely Very unlikely

7. How likely are you to recommend LOCS to other parents?

8. What are the primary reasons that you choose this school for your child(ren)?

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All of the time Most of the time Sometimes Almost never Never

Academically

Emotional health

Physical health & safety

Social well-being

Community

comments

9. Is Live Oak Charter School meeting your expectations?

10. In an effort to focus our attention and energies towards positive change we would love to know what you like LEAST about Live OakCharter School and why?

11. Are you new to the school this year?

yes

no

always most of the time sort of almost never never

12. Do you feel welcomed to the school?

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13. What helped you feel welcomed to the school?

comments

14. Did you participate in the new student buddy program?

yes

no

Any additional information about what made this helpful or not helpful.... 15. Was the new student buddy program helpful?

yes

no

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always most of the time sometimes almost never never

16. Do you feel connected to the school?

17. What helps you feel connected to the school?

Too much The right amount Not enough

Volunteer time in the classroom

Work days

Volunteer time on the school campus (outside of my child's classroom)

Field trips

Financially through the Foundation

18. As a parent at Live Oak Charter School you are often asked to contribute in many ways to the school community. Please let us know how you feel about the amount of time, energy and other commitments you are often asked to contribute to the school.

19. Please take a moment to let us know your thoughts about volunteering at Live Oak Charter School.

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cirriculum

20. I have a good understanding of your child(rens) classroom curriculum?

21. If you have questions regarding components about the classroom curriculum, what has been the best way to get your questions addressed?

Check all that apply

Individual conversations with the classroom teacher

Individual conversations with the executive director

Mornings with Matthew conversations

Class meetings

Back to School night

Parent handbook

Educational materials

Other parent education opportunities

General information regarding Waldorf developmental curriculum

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always almost always sometimes almost never never

22. The academic curriculum at Live Oak meets my expectations

23. My child’s academic progress is meeting my expectations

24. Is the school responsive to your student’s needs

25. Does the school promote academic excellence.

The next series of questions are related our future potential long term school site

Facilities

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26. In considering a long term site for our school please rank the following in terms of importance

Ease of commute

Central Petaluma location

Outside play and educational spaces

Layout of the campus

Ease of walkability or bikeability

Urban location

Pastoral location

27. Please share any thoughts you have regarding future long term site for Live Oak Charter School

The next series of questions are related to the school culture and overall school experience

comments

28. Do you feel that the school culture and instructional program are conducive to student learning?

yes

no

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Almost always sometimes Almost never

about the vision and core purpose of the school

of Waldorf-inspired education

of the curriculum at Live Oak Charter School

comments

29. In thinking about Live Oak Charter School, do you feel that you have a good understanding...

30. We invite you to use this section for any specifics comments or questions you would like to address to the school board or the executive director.

We appreciate you taking time to complete our survey. We intend to take your feedback into consideration to better serve your children.

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LIVE OAK CHARTER SCHOOL

BOARD POLICY

Independent Study

While Live Oak Charter School (Live Oak) is primarily dedicated to offering a classroom-based program, circumstances may arise for the option of short-term independent study. Because of these special circumstances, the Board of Live Oak authorizes Independent Study as an instructional strategy for students enrolled in Kindergarten through Eighth Grades. Independent Study provides a means for students in certain circumstances to pursue curriculum objectives outside the regular classroom.

The length of an independent study program shall be a minimum of 1 day and not more than 45 school days. Approval must be obtained from the student’s regular classroom teacher and administrator in writing.at least three (3) days before the commencement of the absence. Independent study is conducted solely for the educational benefit for the students attending Live Oak as a means to encourage daily engagement in school-work even during times of extended absence.

The Live Oak Board has adopted the following policies in accordance with California Education Code Section 51747:

1. The independent study program shall allow a maximum of three (3) school days for grades K-8 from the time the student completes the assignment and returns from the absence until the assignment must be returned to the teacher for evaluation.

2. The School shall not provide independent study students or their parents/guardians with funds or items of value that are not provided for other students and their parents/guardians.

3. A written independent study master agreement for each student shall be maintained on file. Each agreement shall be signed and dated and in effect prior to the start of reporting attendance (ADA) pursuant to that agreement. The agreement shall include the

following:

a. A statement regarding the maximum length of time allotted between the assignment and the completion of a student’s assigned work (3 days).

b. The expected duration of the independent study agreement, including the beginning and ending dates for the student’s participation in independent study under the agreement: No independent study agreement shall be valid for any period longer than 45 school days.

c. An evaluation by a committee made up of the student’s teacher and the

Administrator as to whether it is in the student’s best interest to participate in the independent study program at Live Oak during an extended absence whenever the student is missing five (5) or more independent study assignments. A written record of the findings of this evaluation shall be placed in the student’s

permanent record and shall be maintained for a period of three years from the date of the evaluation. If the student transfers to another California public school, the record shall be forwarded to that school.

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which no student may be required to participate.

e. Each written agreement shall be signed, prior to the commencement of independent study, by the student, the student’s parent, legal guardian, or caregiver, if the student is less than 18 years of age, the certificated employee who has been designated as having responsibility for the general supervision of independent study, and all other persons who have direct responsibility for providing instructional assistance to the student.

4. Attendance Accounting:

a. Live Oak recognizes that families may not evenly distribute student’s work assignments over weekdays. However, due to strict State law requirements for charter school attendance, Live Oak expects each student to be engaged in an educational activity required of them in the assignment on each weekday that Live Oak is in session, and asks that this “daily engagement” be done on a daily basis. This should not be read to prohibit schoolwork on weekends and should not be read to dictate the manner in which a family distributes the assignments over the independent study period.

Administration of Independent Study

1. Each student’s independent study shall be coordinated, evaluated and carried out under the general supervision of a certificated employee.

2. The responsibilities of the independent study administrator shall be to:

a. Ensure that the School’s independent study option is operated in accordance with law and Live Oak Board Policy.

b. Facilitate the completion of independent study written agreements.

c. Complete or coordinate the preparation of all necessary records and reports. d. Establish and maintain in a systematic manner all records required by law and

Live Oak Board policy.

e. Monitor enrollment in independent study to stay within prescribed limits and to ensure the educational quality of independent study.

f. Assure a smooth transition into and out of the independent study mode of instruction.

Independent Study Records

1. School records shall identify all students participating in independent study, and records shall be maintained at the School.

2. Records shall be maintained for audit purposes and shall include the following: a. A copy of the Live Oak Board policy and procedures related to independent

study.

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LIVE OAK CHARTER SCHOOL

Independent Study Agreement Form (p1/2)

We encourage families to schedule trips during school breaks so students will not miss important lessons and shared experiences with their class during their absence. When a student must miss school because of family obligations or illness, the teacher can provide assignments to guide learning while the student is absent from class. This agreement assumes that the student is engaged in an educational activity for each school day absent. Please be aware that it is impossible for the teacher to provide the same experience that your child would have had at school. No independent study agreement shall be valid for any period longer than 45 school days.

INDEPENDENT STUDY PROCESS

1. Request an Independent Study (IS) at least three (3) school days prior to the expected absence by: a. Filling out the Independent Study Request Form available at www.liveoakcharter.org; b. Fax a copy of the Form to the office at 707-762-9019; or

c. Send an email to secretary@liveoakcharter.org with the information on the form [Parent name, Child’s name and grade, absence start and end dates, and reason for absence]; or

d. Calling the office at 707-762-9020 with the information in (c) above.

2. The office will prepare the Independent Study Agreement Form and give to the teacher to prepare the assignment and approve the request. This form must then be signed by a parent/guardian and the student prior to the commencement of the IS absence.

3. When your child returns to school give the completed Independent Study work to your teacher. The work must be received within three (3) days of the last day of independent study.

Student Name________________________________________________________________ Grade ______________

Reason for Absence_____________________________________________ Start Date ________ End Date ________

For Office Use Only Request Received: _____________ Work Received: ____________

PARENT:

I have read and agree to the conditions listed above. In addition, I understand that:

• Independent Study (IS) is a voluntary option and must be agreed upon by the student, parent, class teacher, and school administration.

• It is my responsibility to oversee my child’s work and to ensure the completion and submission of all assignments by the agreed-upon time.

• I am responsible for school materials that are used during IS and will replace any materials lost, stolen, or damaged.

___________________________________________________ _________________

Parent Date

STUDENT: I agree that:

• I will complete all the school work listed in this Agreement.

• I am responsible for any school materials that are used during IS and will replace materials that are lost, stolen, or damaged.

___________________________________________________ _________________

Student Date

TEACHER: I agree that:

• I will assign specific school work assignments for the student’s IS.

• I will assess the school work assigned upon the student’s return to school.

• I will submit the completed paperwork along with the supporting documentation to the school office at the earlier of: (1) the end of the Attendance Period in which the IS ends, or (2) 10 days from the end of the IS.

___________________________________________________ _________________

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LIVE OAK CHARTER SCHOOL

Independent Study Agreement Form (p2/2)

To be completed by teacher before the Independent Study:

Description of educational activities and objectives: (may include e.g. main lesson, mathematics, reading / language arts, music, Spanish, other)

Materials and/or resources needed: (not to exclude resources normally made available to all pupils)

Evaluation Method: (e.g. parent record, teacher judgment, review of student work, test, other {describe})

To be completed by teacher after the Independent Study:

I, the class teacher, certify the student named on this agreement has met his/her Agreement conditions as indicated below. (Teacher initials below):

_____ Completed. The student has met all terms and conditions of this Agreement. Attendance and Academic credit covered by this Agreement will be reported and recorded.

_____ Not Completed. The student has not satisfactorily met all the terms and conditions of this Agreement.

There will be an evaluation of the student’s teacher and the Administrator as to whether it is in the student’s best interest to participate in the independent study program at Live Oak during an extended absence whenever the student is missing three (3) or more independent study assignments.

ADMINISTRATOR:

To be completed by the administrator before the Independent Study:

I agree to oversee this IS for the above student according to the adopted school policy.

___________________________________________________ _________________

Administrator Date

To be completed by the administrator after the Independent Study:

I, the administrator, certify that the student named above, has met the conditions of this signed agreement.

___________________________________________________ _________________

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LIVE OAK CHARTER SCHOOL

BOARD POLICY

Application, Enrollment and Wait List

Application and admission to Live Oak Charter is open to any student residing in California who wishes to attend. However, if the number of students who wish to attend Live Oak Charter exceeds the school’s capacity, enrollment shall be determined by a public random drawing (lottery). (Education Code Section 47605(d)(2)(A) and (B))

Currently enrolled students are not required to submit a new application each year, but must notify the school of their intent to re-enroll. In accordance with the lottery preferences articulated in the school’s charter, student who are presently enrolled in the school will be exempted from the lottery drawing and will have guaranteed enrollment for the subsequent school year.

A. Grade Assignment by Age

The Waldorf-inspired curriculum followed at Live Oak Charter is based on a developmental model that is directly linked to the age of the student. Below is our grade assignment by student age (birth date):

Kindergarten (2-year) 5 by Dec. 2 (birthday after Jun 1 and by Dec 2) Kindergarten (1-year) 5 by June 1

First Grade 6 by June 1 Second Grade 7 by June 1 Third Grade 8 by June 1 Fourth Grade 9 by June 1 Fifth Grade 10 by June 1 Sixth Grade 11 by June 1 Seventh Grade 12 by June 1 Eighth Grade 13 by June 1

Live Oak Charter offers Transitional Kindergarten, which applies only for those children turning 5 years of age between September 2 and December 2. All kindergarten classrooms are mixed age and include Transitional Kindergarten students. All Transitional Kindergarteners with birthdates between September 2 and December 2 will matriculate to the conventional kindergarten program the following school year.

Students will be enrolled or considered for the lottery in each class according to the above chart. Parental concerns about potential grade placement must be submitted in writing with the student’s application for Executive Director consideration.

B. Calendar and Deadlines

The annual Open Enrollment period for the following academic year begins on August 15 and ends on the last business day before the date of the announced random public lottery each academic year, typically held in mid-March.

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II. Open Enrollment and Applications

A. Class Size

The Live Oak Charter Board of Directors will approve the maximum capacity (“class cap”) for each grade level for the following school year at the January board meeting of the preceding school year, or as soon as reasonably practicable thereafter. Open spaces, if any, in each class will be determined on the basis of the approved class caps, compared with the number of returning students. The Board of Directors will approve appropriate enrollment limits for each grade, based on the pedagogical requirements of the school’s Waldorf-inspired curriculum, Executive Director and faculty recommendations, budget considerations, and facility constraints. These class enrollment limits may be revised during the school year with the approval of the Board.

B. Open Enrollment Period

The annual Open Enrollment process for following year enrollment begins on August 15 and end on the last business day before the date of the announced random public lottery each academic year, typically held in mid-March. In the event that the annual enrollment process and public random drawing does not result in all available openings being filled, Live Oak Charter reserves the right to conduct subsequent Open Enrollment periods to fill any remaining open spaces.

Families interested in Live Oak Charter may submit an enrollment application at any point during the year. Applications received outside of the Open Enrollment period are labeled as post-Open Enrollment applications and will be processed as described in Section IV below.

C. Enrollment Priority

Students are considered for enrollment with the following priority status as set forth in the school’s charter:

1. Students presently enrolled in Live Oak Charter (guaranteed enrollment for following year) 2. Students who have siblings enrolled in Live Oak Charter. (Siblings include children

living in the same household who share at least one parent, stepparent or guardian). 3. Students who are the children of staff members of Live Oak Charter

4. Children residing in attendance area of nearest district school, McKinley Elementary 5. Children residing in attendance area of the Petaluma Elementary School District 6. Children residing outside of the Petaluma Elementary School District

Once a student has been enrolled in the school, they will be guaranteed enrollment for

subsequent years, subject to timely notification to the school of his or her intent to re-enroll by submission of the school’s Intent to Re-enroll form.

If, however, at any time the school determines that the student did not qualify for an enrollment priority status through which the student was initially granted admission, the school reserves the right to dis-enroll the student. In the event of disenrollment, a new application for

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D. Public Random Drawing (Lottery)

When the number of applicants for a particular grade exceeds the number of open spaces in that grade, applicants will participate in a public lottery held within seven (7) school days of the last day of the Open Enrollment period. All lottery drawings will be conducted in public during normal business hours by the school’s Executive Director or Office Manager, and will be witnessed by at least two people, one of whom serves on the school’s board of directors, and one of whom is selected by the school and is not a school employee or current parent. Open Enrollment lotteries are conducted as follows:

1. Currently enrolled students are not required to submit new applications each year. The names of returning students in each grade will be enrolled in the appropriate grade. 2. Lotteries are held by grade level, with applications chosen randomly from a general pool

and numbered based on that draw.

3. Applicants are placed on a list in the order in which their lottery number is drawn. 4. The order of applicants on the list is then rearranged by the priority status categories

outlined in Section II.C.

5. If there is more than one applicant in a particular priority category, the applicants in that category are ranked in order of their initial lottery number, e.g. 3 above 4, 10 above 11, etc. to form a prioritized Open Enrollment wait list.

6. Open spaces, if any, are then offered from the priority-adjusted wait list.

7. After all open spaces are filled in a particular grade, the remaining applicants will be placed on a wait list preserved by the priority-adjusted ranking described above. If spaces become available, Live Oak Charter will extend offers of enrollment to applicants in the order of their Open Enrollment wait list position.

E. Special Conditions for Applying

Twins and Multiples: Families applying for enrollment of twins (or multiples) for the same class must complete a separate application for each child. Each application will be entered in the lottery process as an individual student but with the indication that the student has a twin (multiple) also applying for the same class.

a) During the lottery process, if one of the twins (multiples) is chosen, the second twin (or multiples) will be placed on the wait list immediately after the first twin’s (multiple’s) name.

b) If a class space is offered to one twin (multiple) and not the other(s) for the same class, the same time frame for accepting the class spot and participating in the enrollment process is required in order to reserve the class space.

F. Wait List

Open Enrollment applicants not offered enrollment will remain on the Open Enrollment wait list in the order of their priority ranking. Wait-list applicants may be contacted to confirm their continued interest. The Open Enrollment wait list does not carry forward following the next lottery and is dissolved at the time of the subsequent lottery.

A new application must be submitted during the subsequent Open Enrollment period and that application will be processed with all others received in the public lottery.

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If an open space in a class becomes available during the year as determined by the class cap, offers of enrollment will be made to applicant(s) on the Open Enrollment wait list in order of their ranking. Students will not be enrolled for the current school year after April 15 unless approved by the Executive Director. Children of military personnel or those subject to the McKinney-Vento Homeless Assistance Act may be enrolled at any time during the year, in accordance with their wait list position.

Applicants on the wait list will forfeit their spot if they decline a placement in class, but may reapply for subsequent school years.

G. Changes to Priority Status

Current Open Enrollment wait list applicants and post-Open Enrollment wait list applicants (see Section IV below) may request a change in priority status at any time during the year with a written request from parent(s)/guardian(s) and proof of changed status, and their status on the corresponding prioritized wait list will be adjusted accordingly. A change in sibling or residence priority status for a post-Open Enrollment applicant may allow the applicant to obtain a higher priority on the post-Open Enrollment wait list but will not alter their status in relationship to Open Enrollment wait list.

a) Change in Sibling Status: A family enrolling two or more children must complete the enrollment process with one child before sibling priority status can be requested for any remaining children.

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BP 20151008-B

Last Adoption October 8, 2015

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III. The Enrollment Process

A. Notification of Enrollment Offer

An offer of admission, if any, will be made by letter to the applicant’s family, to be sent within ten (10) business days of the enrollment lottery. The family will have five (5) business days from the date of mailing to respond. If the family does not respond, one phone call will be made, and the family has two (2) business days to contact the school. If the family still does not respond, the applicant will be considered to have “declined” and will lose their place in the class.

Families that accept the admission offer must complete an enrollment packet that must be returned to the school office within five (5) business days. If the paperwork is not submitted in a timely manner, the admission offer will be withdrawn and the applicant will lose their place in the class.

Upon timely completion of the Enrollment Packet, the applicant is considered an enrolled new student.

IV. Post-Open Enrollment Applications

Families interested in Live Oak Charter may submit an admission application at any point in the year. Applications received outside of the Open Enrollment period are labeled as post-Open Enrollment applications and will be held in a post-post-Open Enrollment application file. Families with applications on file will be contacted at least once a year to confirm their

continued interest. In order to participate in the next annual lottery, a new application must be submitted during the subsequent Open Enrollment period.

If a space becomes available during the year, applications received post-Open Enrollment will be considered after any applicants on the current Open Enrollment wait list.

If there is an available space in the class, there are no students on the Open Enrollment wait list, and there is more than one post-Open Enrollment applicant for that class, the school will

conduct a public lottery as described in Section II.D to determine the order in which the open space(s) will be offered to applicants. Priority status will be applied to the results of this lottery, as described in Section 11.C and a Open Enrollment wait list will be compiled. This post-Open Enrollment wait list will not carry forward following the subsequent post-Open Enrollment public lottery.

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BP 20151008-C

Last Adoption October 8, 2015

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LIVE OAK CHARTER SCHOOL

BOARD POLICY

In District Residency Requirements

In accordance with Education Code Section 47605(d)2(B) and the enrollment preferences described in our school charter, Live Oak Charter School gives preference in its enrollment lottery to students who reside within the geographic boundaries of the McKinley (McDowell) service area, and to Petaluma City Elementary School District (PCS), our charter authorizer.

For purposes of determining eligibility for this enrollment priority status, a student will be considered for “geographic preference” if all of the following apply:

1. The student’s primary residence as of the date of their application AND as of the date of their submission of their completed enrollment packet lies within the relevant priority geographic area (McKinley service area or PCS elementary school district boundary); 2. The in-district residence has been the student’s primary residence for at least one month

prior to the admission lottery, or the family otherwise demonstrates an intention to continue long-term residency within relevant priority geographic area (McKinley service area or PCS elementary school district boundary)(See “Special Cases” below); and

3. The student’s family provides proof of residency by provided the school with two of the following documents:

a. Current year property tax statement of current rental agreement with landlord contact information (tax or rental amounts, or other monies due, may be obscured) b. Current pay stub or bank statement showing activity within previous 30 days

(financial figures and other confidential information may be obscured) c. Original copy of entire PG&E or other utility statement within last 30 days d. Major credit card statement (figures may be obscured) showing activity within

previous 30 days

Special Cases

Applicants to the school who believe that they should qualify for geographic preference priority but whose circumstances do not conform with those outlined above should submit a detailed explanation in writing, including relevant supporting documentation, to the school well in advance of the lottery date. Determination of geographic preference priority status in such instances will require written approval of the Executive Director.

Proof of residency is not required for homeless students in accordance with the McKinney-Vento Homeless Assistance Act of 1987 and California Education Code 48850.

Continued Enrollment:

Once a student has been enrolled in the school, they will be guaranteed enrollment for subsequent years.

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LIVE OAK CHARTER SCHOOL

100 Gnoss Concourse, Petaluma, CA 94952 • P707.762.9020 F707.762.9019

Enrollment Lottery Application

2016-17 School Year

Applications Due: Friday March 11, 2016 @ 3 pm

Lottery to be held Monday March 14, 2015 @ 4 pm

Please fill out application completely, as incomplete applications will not be considered for the lottery.

Child’s Name _________________________________________________________________

Grade Level for 2016-2017____________

Birth Date ________________

Home School District ____________________________________

Application and admission to Live Oak Charter is open to any student residing in California who wishes to attend. However, if the number of students who wish to attend Live Oak Charter exceeds the school’s capacity, enrollment shall be determined by a public random drawing (lottery). (Education Code Section 47605(d)(2)(A) and (B))

ENROLLMENT PRIORITY

Students are considered for enrollment with the following priority status as set forth in the school’s charter:

1. Students presently enrolled in Live Oak Charter (guaranteed enrollment for following year)

2. Students who have siblings enrolled in Live Oak Charter. (Siblings include children living in the same household who share at least one parent, stepparent or guardian).

3. Students who are the children of staff members of Live Oak Charter

4. Children residing in attendance area of nearest district school, McKinley Elementary 5. Children residing in attendance area of the Petaluma Elementary School District 6. Children residing outside of the Petaluma Elementary School District

My child claims the following enrollment priority status:

❏

Child of Staff Member: Staff member name _________________________

❏

Sibling of Current Live Oak Charter student: Sibling name(s) _______________________

❏

McKinley (McDowell) service area resident (see required proof of in-district priority status below)

❏

Petaluma City Elementary School District resident (see required proof of in-district priority status below)

IMPORTANT NOTE

If your child is offered admission to school, you will be required at the time of the completion of the enrollment package to confirm his or her eligibility for any enrollment priority status claimed on this application

If there is a change in your child’s priority status before the time of the lottery, or post-lottery while on the wait list, it is the applicant's responsibility to notify the school of that change.

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PROOF OF IN-DISTRICT PRIORITY STATUS

For purposes of determining eligibility for this enrollment priority status, a student will be considered “in-district” if all of the following apply:

1. The student’s primary residence as of the date of their application AND as of the date of their submission of their completed enrollment packet lies within the relevant priority geographic area (McKinley service area or PCS elementary school district boundary);

2. The in-district residence has been the student’s primary residence for at least one month prior to the admission lottery, or the family otherwise demonstrates an intention to continue long-term residency within relevant priority geographic area (McKinley service area or PCS elementary school district boundary)(See “Special Cases” below); and

3. The student’s family provides proof of residency by provided the school with two of the following documents:

a. Current year property tax statement of current rental agreement with landlord contact information (tax or rental amounts, or other monies due, may be obscured)

b. Current pay stub or bank statement showing activity within previous 30 days (financial figures and other confidential information may be obscured) c. Original copy of entire PG&E or other utility statement within last 30 days d. Major credit card statement (figures may be obscured) showing activity within

previous 30 days

SPECIAL CASES

Applicants to the school who believe that they qualify for in-district enrollment preference but whose circumstances do not conform with the bullet points enumerated above should submit a detailed explanation in writing, including relevant supporting documentation, to the school well in advance of the lottery date. Determination of in-district status in special cases will require written approval of the Executive Director. Proof of residency is not required for homeless students in accordance with the McKinney-Vento Homeless Assistance Act of 1987 and Education Code Section 48850.

Parent/Guardian Contact Information:

Household A

Household B

r

N/A

Please list name and grade of any siblings also currently applying to Live Oak Charter:

____________________________________________________________________________________________________________________

____________________________________________________ Primary Contact (A1)

rMother rFather rLegal Guardian rOther__________

_____________________ ____________________________

Phone (A1) Email (A1)

____________________________________________________ Secondary Contact (A2)

_____________________ ____________________________

Phone (A2) Email (A2)

____________________________________________________ Address

____________________________________________________

City State Zip

____________________________________________________ Primary Contact (B1)

_____________________ ____________________________

Phone (B1) Email (B1)

____________________________________________________ Secondary Contact (B2)

_____________________ ____________________________

Phone (B2) Email (B2)

____________________________________________________ Address

____________________________________________________

City State Zip

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NOTIFICATION

Offers of admission will be made by letter to the applicant’s family, to be sent within ten (10) days of the enrollment lottery. The family will have five (5) business days from the date of mailing to respond. If the family does not respond, one additional phone call will be made, and the family has two (2) business days to contact the school. If the family still does not respond, the applicant will be considered to have “declined” and will lose his/her place in the class.

CONFIRMATION

I certify under penalty of perjury that all of the information given in this application is true to the best of my knowledge.

If, at any time, the school determines that the student did not qualify for an enrollment priority status through which he or she was initially granted admission, the school reserves the right to dis-enroll the student. In the event of disenrollment, a new application for enrollment may be submitted and will be processed in accordance with the student’s current enrollment priority status and any current wait list.

_____________________________________________________________________________________________ Printed Parent Name Parent Signature Date

Live Oak Charter shall be nonsectarian in its programs, admission policies, employment practices, and all other

operations, shall not charge tuition, and shall not discriminate against any person on the basis of ethnicity, national origin, race, gender, gender identity, gender expression, disability, or any other characteristic as set forth in Section 47605(d) of

the Education Code.

***(For office use only)***