LIVE OAK CHARTER SCHOOL

(1)

Live Oak Charter School Multi-purpose room

October 8, 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: September 10, 2015 and September 14, 2015

2. Monthly Financials for September 2015

D. The board will consider the following for discussion

1. Independent study policy

2. Enrollment waiting list policy

3. LOCS results of 2014-2015 Smarter Balance evaluation

(2)

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

(3)

Live Oak Charter School Multi-purpose room

September 10, 2015

!

OPENING (7:00 pm)

!

Present:

Karna Dawson (KD), Chair

Sarah Grossi (SG), Vice Chair

Josh Kizner (JK), Treasurer

Shaina Ferraro (SF), Secretary

John Gerber (JG), Director

Cliff Schlueter (CS), Director

Erin Wrightsman (EW), Director

Matthew Morgan (MM), Executive Director

!

PUBLIC COMMENT (7:03 pm)

No comment

!

OPEN SESSION (7:05 pm)

!

A. Approve the agenda

JK moved to approve - all approved

!

B. Reports

1. Committee reports

Facilities - KD reported that they are looking for new members from the

community

C3 - EW reported that they have 2 new members, posted calendar of meetings for

the year

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

Executive - KD reported that they made the agenda

2. Executive Director Report

MM reviewed the submitted report

!

C. Consent agenda (7:22 pm)

1. Board Minutes: August 13, 2015

2. Monthly Financials for August 2015

JK moved to approve - all approved

!

D. The board will consider the following for discussion

1. Service mark agreement between The Alliance and AWSNA

The board reviewed the requirements of the new agreement.

2. Non-classroom based independent study program

The board discussed gathering more information.

3. Evaluation of Executive Director; Designation of evaluators

(4)

!

E. The board will consider the following for approval

1. MOU with Live Oak Foundation (8:54 pm)

EW moved to approve - all approved

!

CLOSED SESSION (9:03 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 (9:53pm)

I. Report on actions taken in closed session

No action taken

!

ADJOURNAMENT (9:55pm)

(5)

October 8, 2015

Enrollment & Attendance

Enrollment is currently 289, with several enrollments pending. A couple classes with available

seats have wait lists and we are currently checking with waitlist families in order to confirm

acceptance of enrollment.

Facilities

Our Choir risers arrived and are now installed in our choir room. The Door to our greenroom

will be getting replaced soon to improve the utility of the space. We are also expecting arrival of

another storage unit for woodworking and theater equipment that will be placed behind the

middle school.

The administration has launched an advisory group to support research and planning for the

long-term campus. The team is composed of very highly esteemed and skilled parents in our

community with skills specific to our needs including permitting, civil engineering, property

law, real estate, and appraisal. I will provide updates on this project to the board as we go

forward.

Special Projects

Our absence reporting and substitute teacher finder software AESOP is still working through

implementation. We will be configuring its backend with ESCAPE in the coming weeks to make

our payroll tracking.

Ranch 7 solicited feedback on their 2

nd

round of visuals which will be available for view at the

meeting. We have also had conversation on the website and other deliverables as well as

developing a list of desired photo stock to gather.

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 8

th

grade pre-requisites.

Human Resources

No changes in HR. We are currently fully staffed. We have brought a few new substitutes

onboard to support absences for both classified and certificated staff.

Finance

Nothing major to report. We continue to be below enrollment projections. We expect to adjust

our budget in 1

st

interim accordingly.

Inter-Agency Relations

(6)

Balance Budget

Budget Object 1100 - Teachers' Salar

351,453.00 351,453.00 124,218.36

62- 0000- 0- 1110- 1000- 1100- 000- 0000 Teachers' Salar,Instructi 227,234.64

25,542.00 25,542.00

306,205.00 306,205.00

683,200.00 683,200.00 .00 124,218.36 558,981.64 Total for Object 1100 and Expense accounts

Object 1130 - Teachers' Sals

15,000.00 15,000.00 1,600.00

62- 0000- 0- 1110- 1000- 1130- 000- 0000 Teachers' Sals,Instructio 13,400.00

Object 1148 - Teacher Substit

13,000.00 13,000.00 220.00

62- 0000- 0- 1110- 1000- 1148- 000- 0000 Teacher Substit,Instructi 12,780.00

13,000.00 13,000.00 .00 220.00 12,780.00 Total for Object 1148 and Expense accounts

Object 1300 - Cert Suprvsrs'

110,000.00 110,000.00 27,500.01

62- 0000- 0- 1110- 2700- 1300- 000- 0000 Cert Suprvsrs',School Adm 82,499.99

Object 2100 - Instructional A

28,383.81

62- 0000- 0- 1110- 1000- 2100- 000- 0000 Instructional A,Instructi

28,383.81-.00 .00 .00 28,383.81

28,383.81-Total for Object 2100 and Expense accounts Object 2148 - Instr Aides Sub

6,000.00 6,000.00 1,095.00

62- 0000- 0- 1110- 1000- 2148- 000- 0000 Instr Aides Sub,Instructi 4,905.00

Object 2199 - Instr Aides Oth

139,188.00 139,188.00 116.25

62- 0000- 0- 1110- 1000- 2199- 000- 0000 Instr Aides Oth,Instructi 139,071.75

Object 2220 - Classfd Hrly Cu

3,600.00 3,600.00

62- 0000- 0- 1110- 8200- 2220- 000- J ANI Classfd Hrly Cu,Operation 3,600.00

3,600.00 3,600.00 .00 .00 3,600.00

Total for Object 2220 and Expense accounts Object 2400 - Clerical & Offi

132,000.00 132,000.00 35,481.85

62- 0000- 0- 1110- 2700- 2400- 000- 0000 Clerical & Offi,School Ad 96,518.15

Object 2900 - Other Classifie

244,720.00 244,720.00 45,806.53

62- 0000- 0- 1110- 1000- 2900- 000- 0000 Other Classifie,Instructi 198,913.47

492.23

62- 0000- 0- 1110- 2420- 2900- 000- LI BR Other Classifie,Instructi

492.23-54,250.00 54,250.00 10,652.30

62- 0855- 0- 8500- 5900- 2900- 000- CARE Other Classifie,Other Com 43,597.70

(7)

Budget Object 2960 - Student Wrkrs

355.00

62- 0000- 0- 1110- 1000- 2960- 000- 0000 Student Wrkrs,Instruction

355.00-.00 .00 .00 355.00

355.00-Total for Object 2960 and Expense accounts Object 2999 - Other Class Sal

45,420.00 45,420.00

62- 0000- 0- 1110- 1000- 2999- 000- 0000 Other Class Sal,Instructi 45,420.00

11,070.00 11,070.00

62- 0000- 0- 5770- 1190- 2999- 000- 0000 Other Class Sal,Spec Ed-o 11,070.00

28,620.00 28,620.00 1,058.75

62- 0855- 0- 8500- 5900- 2999- 000- CARE Other Class Sal,Other Com 27,561.25

Object 3101 - Benefits - Strs

40,715.00 40,715.00 12,281.34

62- 0000- 0- 1110- 1000- 3101- 000- 0000 Benefits - Strs,Instructi 28,433.66

11,803.00 11,803.00 2,950.74

62- 0000- 0- 1110- 2700- 3101- 000- 0000 Benefits - Strs,School Ad 8,852.26

2,741.00 2,741.00

32,856.00 32,856.00

Object 3201 - Benefits - Pers

1,345.82

62- 0000- 0- 1110- 1000- 3201- 000- 0000 Benefits - Pers,Instructi

1,345.82-.00 .00 .00 1,345.82

1,345.82-Total for Object 3201 and Expense accounts Object 3202 - Benefits - Pers

51,573.00 51,573.00 7,486.64

62- 0000- 0- 1110- 1000- 3202- 000- 0000 Benefits - Pers,Instructi 44,086.36

58.31

62- 0000- 0- 1110- 2420- 3202- 000- LI BR Benefits - Pers,Instructi

58.31-15,638.00 15,638.00 4,015.38

62- 0000- 0- 1110- 2700- 3202- 000- 0000 Benefits - Pers,School Ad 11,622.62

426.00 426.00

62- 0000- 0- 1110- 8200- 3202- 000- J ANI Benefits - Pers,Operation 426.00

1,311.00 1,311.00

62- 0000- 0- 5770- 1190- 3202- 000- 0000 Benefits - Pers,Spec Ed-o 1,311.00

9,818.00 9,818.00 1,264.94

62- 0855- 0- 8500- 5900- 3202- 000- CARE Benefits - Pers,Other Com 8,553.06

Object 3311 - Benefits - Oasd

666.84

62- 0000- 0- 1110- 1000- 3311- 000- 0000 Benefits - Oasd,Instructi

666.84-.00 .00 .00 666.84

666.84-Total for Object 3311 and Expense accounts Object 3312 - Benefits - Oasd

26,990.00 26,990.00 4,665.12

62- 0000- 0- 1110- 1000- 3312- 000- 0000 Benefits - Oasd,Instructi 22,324.88

30.52

62- 0000- 0- 1110- 2420- 3312- 000- LI BR Benefits - Oasd,Instructi

30.52-8,184.00 8,184.00 2,045.21

62- 0000- 0- 1110- 2700- 3312- 000- 0000 Benefits - Oasd,School Ad 6,138.79

223.00 223.00

62- 0000- 0- 1110- 8200- 3312- 000- J ANI Benefits - Oasd,Operation 223.00

686.00 686.00

62- 0000- 0- 5770- 1190- 3312- 000- 0000 Benefits - Oasd,Spec Ed-o 686.00

5,138.00 5,138.00 726.09

(8)

Budget

Object 3331 - Benefits - Medi

5,502.00 5,502.00 1,751.39

62- 0000- 0- 1110- 1000- 3331- 000- 0000 Benefits - Medi,Instructi 3,750.61

1,595.00 1,595.00 376.50

62- 0000- 0- 1110- 2700- 3331- 000- 0000 Benefits - Medi,School Ad 1,218.50

370.00 370.00

62- 1100- 0- 1110- 1000- 3331- 000- 0000 Benefits - Medi,Instructi 370.00

4,440.00 4,440.00

Object 3332 - Benefits - Medi

6,312.00 6,312.00 1,091.01

7.14

62- 0000- 0- 1110- 2420- 3332- 000- LI BR Benefits - Medi,Instructi

7.14-1,914.00 1,914.00 478.35

62- 0000- 0- 1110- 2700- 3332- 000- 0000 Benefits - Medi,School Ad 1,435.65

52.00 52.00

62- 0000- 0- 1110- 8200- 3332- 000- J ANI Benefits - Medi,Operation 52.00

161.00 161.00

62- 0000- 0- 5770- 1190- 3332- 000- 0000 Benefits - Medi,Spec Ed-o 161.00

1,202.00 1,202.00 169.81

62- 0855- 0- 8500- 5900- 3332- 000- CARE Benefits - Medi,Other Com 1,032.19

Object 3401 - H & W Benefits

82,568.00 82,568.00 23,393.52

62- 0000- 0- 1110- 1000- 3401- 000- 0000 H & W Benefits,Instructio 59,174.48

13,711.00 13,711.00 3,427.65

62- 0000- 0- 1110- 2700- 3401- 000- 0000 H & W Benefits,School Adm 10,283.35

5,907.00 5,907.00

20,346.00 20,346.00

Object 3402 - H & W Benefits

52,688.00 52,688.00 5,853.08

41,133.00 41,133.00 10,282.95

62- 0000- 0- 1110- 2700- 3402- 000- 0000 H & W Benefits,School Adm 30,850.05

27,422.00 27,422.00 1,811.66

62- 0855- 0- 8500- 5900- 3402- 000- CARE H & W Benefits,Other Comm 25,610.34

Object 3501 - Benefits - Sui

190.00 190.00 60.41

62- 0000- 0- 1110- 1000- 3501- 000- 0000 Benefits - Sui,Instructio 129.59

55.00 55.00 12.99

62- 0000- 0- 1110- 2700- 3501- 000- 0000 Benefits - Sui,School Adm 42.01

13.00 13.00

153.00 153.00

411.00 411.00 .00 73.40 337.60

Total for Object 3501 and Expense accounts Object 3502 - Benefits - Sui

218.00 218.00 37.59

.25

(9)

.25-Balance Budget

Budget Object 3502 - Benefits - Sui (continued)

66.00 66.00 16.46

62- 0000- 0- 1110- 2700- 3502- 000- 0000 Benefits - Sui,School Adm 49.54

2.00 2.00

62- 0000- 0- 1110- 8200- 3502- 000- J ANI Benefits - Sui,Operations 2.00

6.00 6.00

62- 0000- 0- 5770- 1190- 3502- 000- 0000 Benefits - Sui,Spec Ed-ot 6.00

41.00 41.00 5.87

62- 0855- 0- 8500- 5900- 3502- 000- CARE Benefits - Sui,Other Comm 35.13

333.00 333.00 .00 60.17 272.83

Total for Object 3502 and Expense accounts Object 3601 - Benefits - Wcom

8,082.00 8,082.00 2,608.97

62- 0000- 0- 1110- 1000- 3601- 000- 0000 Benefits - Wcom,Instructi 5,473.03

2,343.00 2,343.00 569.25

62- 0000- 0- 1110- 2700- 3601- 000- 0000 Benefits - Wcom,School Ad 1,773.75

544.00 544.00

62- 1100- 0- 1110- 1000- 3601- 000- 0000 Benefits - Wcom,Instructi 544.00

6,522.00 6,522.00

Object 3602 - Benefits - Wcom

9,272.00 9,272.00 1,568.19

10.19

62- 0000- 0- 1110- 2420- 3602- 000- LI BR Benefits - Wcom,Instructi

10.19-2,812.00 2,812.00 734.47

62- 0000- 0- 1110- 2700- 3602- 000- 0000 Benefits - Wcom,School Ad 2,077.53

77.00 77.00

62- 0000- 0- 1110- 8200- 3602- 000- J ANI Benefits - Wcom,Operation 77.00

236.00 236.00

62- 0000- 0- 5770- 1190- 3602- 000- 0000 Benefits - Wcom,Spec Ed-o 236.00

1,765.00 1,765.00 242.41

62- 0855- 0- 8500- 5900- 3602- 000- CARE Benefits - Wcom,Other Com 1,522.59

Object 4110 - Textbooks

1,000.00 1,000.00 193.71

62- 0000- 0- 1110- 1000- 4110- 000- 0000 Textbooks,Instruction,Reg 806.29

1,000.00 1,000.00 .00 193.71 806.29 Total for Object 4110 and Expense accounts

Object 4210 - Books Other Tha

30,000.00 30,000.00

62- 0000- 0- 1110- 1000- 4210- 000- 0000 Books Other Tha,Instructi 30,000.00

1,000.00 1,000.00

62- 0000- 0- 1110- 1000- 4210- 000- LI BR Books Other Tha,Instructi 1,000.00

31,000.00 31,000.00 .00 .00 31,000.00 Total for Object 4210 and Expense accounts

Object 4310 - Instructional M

7,504.00 7,504.00 500.79

62- 0000- 0- 1110- 1000- 4310- 000- 0000 Instructional M,Instructi 7,003.21

2,000.00 2,000.00 642.62

62- 0000- 0- 1110- 1000- 4310- 000- 5t h1 Instructional M,Instructi 1,357.38

2,000.00 2,000.00 1,683.03

62- 0000- 0- 1110- 1000- 4310- 000- 6t h1 Instructional M,Instructi 316.97

2,000.00 2,000.00 1,905.25

62- 0000- 0- 1110- 1000- 4310- 000- 7TH1 Instructional M,Instructi 94.75

2,000.00 2,000.00 933.21

62- 0000- 0- 1110- 1000- 4310- 000- 8t h1 Instructional M,Instructi 1,066.79

750.00 750.00 39.12

62- 0000- 0- 1110- 1000- 4310- 000- CHOR Instructional M,Instructi 710.88

1,250.00 1,250.00

(10)

Budget Object 4310 - Instructional M (continued)

6,000.00 6,000.00 3,144.55

62- 0000- 0- 1110- 1000- 4310- 000- HAND Instructional M,Instructi 2,855.45

500.00 500.00 47.15

62- 0000- 0- 1110- 1000- 4310- 000- KND1 Instructional M,Instructi 452.85

500.00 500.00

1,250.00 1,250.00 127.12

62- 0000- 0- 1110- 1000- 4310- 000- MATH Instructional M,Instructi 1,122.88

500.00 500.00

62- 0000- 0- 1110- 1000- 4310- 000- MI DD Instructional M,Instructi 500.00

3,500.00 3,500.00 85.41

62- 0000- 0- 1110- 1000- 4310- 000- MUSC Instructional M,Instructi 3,414.59

1,500.00 1,500.00 250.34

62- 0000- 0- 1110- 1000- 4310- 000- RSP1 Instructional M,Instructi 1,249.66

1,250.00 1,250.00

62- 0000- 0- 1110- 1000- 4310- 000- RTI 1 Instructional M,Instructi 1,250.00

1,000.00 1,000.00

62- 0000- 0- 1110- 1000- 4310- 000- SPAN Instructional M,Instructi 1,000.00

2,500.00 2,500.00

62- 0000- 0- 1110- 1000- 4310- 000- TRAC Instructional M,Instructi 2,500.00

1,500.00 1,500.00

62- 0000- 0- 1110- 1000- 4310- 000- WOOD Instructional M,Instructi 1,500.00

4,996.00 4,996.00 5,958.07

62- 6300- 0- 1110- 1000- 4310- 000- 0000 Instructional M,Instructi

962.07-1,750.00 1,750.00 1,610.72

1,750.00 1,750.00 1,103.94

62- 6300- 0- 1110- 1000- 4310- 000- k nd2 Instructional M,Instructi 646.06

486.89

62- 7405- 0- 1110- 1000- 4310- 000- 0000 Instructional M,Instructi

486.89-46,000.00 46,000.00 .00 18,518.21 27,481.79 Total for Object 4310 and Expense accounts

Object 4350 - Office Supplies

7,500.00 7,500.00 2,056.51

62- 0000- 0- 1110- 2700- 4350- 000- 0000 Office Supplies,School Ad 5,443.49

Object 4353 - Duplicating Cos

1,500.00 1,500.00 3,326.46

62- 0000- 0- 1110- 2700- 4353- 000- 0000 Duplicating Cos,School Ad

1,826.46-1,500.00 1,500.00 .00 3,326.46 1,826.46-Total for Object 4353 and Expense accounts

Object 4370 - Custodial Suppl

6,000.00 6,000.00 532.17

62- 0000- 0- 1110- 8200- 4370- 000- J ANI Custodial Suppl,Operation 5,467.83

Object 4390 - Other Supplies

3,000.00 3,000.00 7,083.88

62- 0000- 0- 1110- 1000- 4390- 000- 0000 Other Supplies,Instructio

4,083.88-1,000.00 1,000.00 535.72

62- 0000- 0- 1110- 1000- 4390- 000- 2016 Other Supplies,Instructio 464.28

1,000.00 1,000.00 65.33

2,000.00 2,000.00 1,384.55

1,000.00 1,000.00 431.35

1,000.00 1,000.00 141.45

1,000.00 1,000.00 130.92

1,000.00 1,000.00 611.85

(11)

Budget Object 4390 - Other Supplies (continued)

2,000.00 2,000.00 144.54

62- 0000- 0- 1110- 1000- 4390- 000- 2023 Other Supplies,Instructio 1,855.46

2,500.00 2,500.00 184.00

62- 0000- 0- 1110- 1000- 4390- 000- ATHL Other Supplies,Instructio 2,316.00

1,750.00 1,750.00 94.04

62- 0000- 0- 1110- 1000- 4390- 000- GARD Other Supplies,Instructio 1,655.96

1,250.00 1,250.00

62- 0000- 0- 1110- 1000- 4390- 000- GRAD Other Supplies,Instructio 1,250.00

3,200.00 3,200.00 427.37

62- 0000- 0- 1110- 1000- 4390- 000- K1SN Other Supplies,Instructio 2,772.63

3,200.00 3,200.00 291.37

62- 0000- 0- 1110- 1000- 4390- 000- K2SN Other Supplies,Instructio 2,908.63

300.00 300.00

62- 0000- 0- 1110- 2420- 4390- 000- LI BR Other Supplies,Instructio 300.00

1,000.00 1,000.00 905.83

62- 0000- 0- 1110- 2700- 4390- 000- 0000 Other Supplies,School Adm 94.17

3,600.00 3,600.00 1,644.71

62- 0000- 0- 1110- 2700- 4390- 000- COPY Other Supplies,School Adm 1,955.29

1,000.00 1,000.00 48.76

62- 0000- 0- 1110- 2700- 4390- 000- FEST Other Supplies,School Adm 951.24

2,000.00 2,000.00 1,783.96

62- 0000- 0- 1110- 8200- 4390- 000- 0000 Other Supplies,Operations 216.04

2,000.00 2,000.00 537.14

62- 0000- 0- 1110- 8200- 4390- 000- MNTN Other Supplies,Operations 1,462.86

1,000.00 1,000.00 186.86

62- 0855- 0- 1110- 1000- 4390- 000- KND1 Other Supplies,Instructio 813.14

1,000.00 1,000.00 320.95

62- 0855- 0- 1110- 1000- 4390- 000- KND2 Other Supplies,Instructio 679.05

12,500.00 12,500.00 192.49

62- 0855- 0- 1110- 1000- 4390- 000- MUSC Other Supplies,Instructio 12,307.51

500.00

62- 0855- 0- 1110- 1000- 4390- 000- ROT1 Other Supplies,Instructio 500.00

412.00

380.00

265.00 246.00

12,000.00 12,000.00

62- 0855- 0- 1110- 1000- 4390- 000- SCI Other Supplies,Instructio 12,000.00

1,000.00 1,000.00

62- 0855- 0- 1110- 1000- 4390- 000- SGOV Other Supplies,Instructio 1,000.00

7,500.00 7,500.00

62- 0855- 0- 1110- 1000- 4390- 000- TRI P Other Supplies,Instructio 7,500.00

4,500.00 4,500.00 491.31

62- 0855- 0- 8500- 5900- 4390- 000- CARE Other Supplies,Other Comm 4,008.69

6,000.00 6,000.00

62- 6030- 0- 1110- 1000- 4390- 000- 0000 Other Supplies,Instructio 6,000.00

6,000.00 6,000.00 3,534.49

62- 6030- 0- 1110- 8200- 4390- 000- 0000 Other Supplies,Operations 2,465.51

6,000.00 6,000.00 2,387.94

62- 6030- 0- 1110- 8200- 4390- 000- MNTN Other Supplies,Operations 3,612.06

800.00 800.00 149.34

62- 9090- 0- 0000- 8300- 4390- 000- 0000 Other Supplies,Security,U 650.66

Object 4400 - Inventory Suppl

51,000.00 51,000.00 42,029.26

62- 0000- 0- 1110- 1000- 4400- 000- 0000 Inventory Suppl,Instructi 8,970.74

1,000.00 1,000.00

62- 0000- 0- 1110- 1000- 4400- 000- PLAY Inventory Suppl,Instructi 1,000.00

2,000.00 2,000.00

62- 0000- 0- 1110- 8200- 4400- 000- 0000 Inventory Suppl,Operation 2,000.00

23,000.00 23,000.00

62- 0855- 0- 1110- 1000- 4400- 000- MUSC Inventory Suppl,Instructi 23,000.00

3,000.00 3,000.00

62- 6030- 0- 1110- 1000- 4400- 000- PLAY Inventory Suppl,Instructi 3,000.00

(12)

Budget Object 5200 - Travel & Confer

28,000.00 28,000.00 3,585.03

62- 0000- 0- 1110- 1000- 5200- 000- 0000 Travel & Confer,Instructi 24,414.97

1,000.00 1,000.00 47.50

62- 0000- 0- 1110- 2700- 5200- 000- 0000 Travel & Confer,School Ad 952.50

9,000.00 9,000.00 2,329.81

62- 0855- 0- 1110- 1000- 5200- 000- TRI P Travel & Confer,Instructi 6,670.19

Object 5300 - Dues & Membersh

13,000.00 13,000.00 3,110.31

62- 0000- 0- 1110- 2700- 5300- 000- 0000 Dues & Membersh,School Ad 9,889.69

Object 5450 - Other Insurance

11,000.00 11,000.00

62- 0000- 0- 1110- 2700- 5450- 000- 0000 Other Insurance,School Ad 11,000.00

Object 5520 - Electricity

5,000.00 5,000.00 660.08

62- 0000- 0- 1110- 8200- 5520- 000- 0000 Electricity,Operations,Re 4,339.92

15,000.00 15,000.00 1,980.19

62- 6030- 0- 1110- 8200- 5520- 000- 0000 Electricity,Operations,Re 13,019.81

Object 5530 - Water

1,250.00 1,250.00 87.52

62- 0000- 0- 1110- 8200- 5530- 000- 0000 Water,Operations,Regular 1,162.48

3,750.00 3,750.00 262.56

62- 6030- 0- 1110- 8200- 5530- 000- 0000 Water,Operations,Regular 3,487.44

Object 5560 - Waste Disposal

4,000.00 4,000.00 707.08

62- 0000- 0- 1110- 8200- 5560- 000- 0000 Waste Disposal,Operations 3,292.92

Object 5600 - Rentals And Lea

2,500.00 2,500.00 793.14

62- 0000- 0- 1110- 8200- 5600- 000- 0000 Rentals And Lea,Operation 1,706.86

6,500.00 6,500.00 1,655.48

62- 0000- 0- 1110- 8200- 5600- 000- COPY Rentals And Lea,Operation 4,844.52

34,500.00 34,500.00 11,500.00

62- 0000- 0- 1110- 8200- 5600- 000- FAI R Rentals And Lea,Operation 23,000.00

2,500.00 2,500.00 851.12

62- 0000- 0- 1110- 8200- 5600- 000- PORT Rentals And Lea,Operation 1,648.88

2,000.00 2,000.00

62- 0855- 0- 1110- 1000- 5600- 000- TRI P Rentals And Lea,Instructi 2,000.00

103,500.00 103,500.00 34,500.00

62- 6030- 0- 1110- 8200- 5600- 000- FAI R Rentals And Lea,Operation 69,000.00

7,500.00 7,500.00 949.08

62- 6030- 0- 1110- 8200- 5600- 000- PORT Rentals And Lea,Operation 6,550.92

Object 5630 - Repairs

14,000.00 14,000.00 1,024.50

62- 0000- 0- 1110- 8200- 5630- 000- ROP1 Repairs,Operations,Regula 12,975.50

37,000.00 37,000.00 3,073.50

(13)

Budget

Object 5632 - Copier Repairs

2,500.00 2,500.00

62- 0000- 0- 1110- 8200- 5632- 000- COPY Copier Repairs,Operations 2,500.00

2,500.00 2,500.00 .00 .00 2,500.00

Total for Object 5632 and Expense accounts Object 5800 - Other Svcs & Op

38,000.00 38,000.00

62- 0000- 0- 0000- 7600- 5800- 000- DI ST Other Svcs & Op,All Other 38,000.00

5,000.00 5,000.00 1,695.00

62- 0000- 0- 1110- 1000- 5800- 000- 0000 Other Svcs & Op,Instructi 3,305.00

1,500.00 1,500.00 140.00

62- 0000- 0- 1110- 1000- 5800- 000- MENT Other Svcs & Op,Instructi 1,360.00

24,000.00 24,000.00 8,000.00

62- 0000- 0- 1110- 3110- 5800- 000- COUN Other Svcs & Op,Guidance 16,000.00

5,000.00 5,000.00 3,631.09

62- 0000- 0- 1110- 8200- 5800- 000- 0000 Other Svcs & Op,Operation 1,368.91

4,500.00 4,500.00 585.71

62- 0000- 0- 1110- 8200- 5800- 000- J ANI Other Svcs & Op,Operation 3,914.29

237.00

62- 0000- 0- 1110- 8200- 5800- 000- PORT Other Svcs & Op,Operation

237.00-1,000.00 1,000.00 93.38

62- 0000- 0- 1110- 8300- 5800- 000- 0000 Other Svcs & Op,Security, 906.62

20,000.00 20,000.00 4,986.00

62- 0855- 0- 1110- 1000- 5800- 000- TRI P Other Svcs & Op,Instructi 15,014.00

5,500.00 5,500.00 1,200.00

62- 0855- 0- 8500- 5900- 5800- 000- CARE Other Svcs & Op,Other Com 4,300.00

20,000.00 20,000.00 1,861.28

62- 6030- 0- 1110- 8200- 5800- 000- 0000 Other Svcs & Op,Operation 18,138.72

13,500.00 13,500.00 1,757.15

62- 6030- 0- 1110- 8200- 5800- 000- J ANI Other Svcs & Op,Operation 11,742.85

Object 5817 - Scoe Data Proce

1,500.00 1,500.00

62- 0000- 0- 1110- 1000- 5817- 000- 0000 Scoe Data Proce,Instructi 1,500.00

1,500.00 1,500.00 .00 .00 1,500.00

Total for Object 5817 and Expense accounts Object 5821 - Audit Costs

7,000.00 7,000.00 2,488.00

62- 0000- 0- 1110- 2700- 5821- 000- 0000 Audit Costs,School Admini 4,512.00

Object 5823 - Legal Costs

3,500.00 3,500.00 1,367.82

62- 0000- 0- 1110- 2700- 5823- 000- 0000 Legal Costs,School Admini 2,132.18

Object 5825 - Advertisement (

15,000.00 15,000.00 4,900.00

62- 0000- 0- 1110- 2700- 5825- 000- 0000 Advertisement (,School Ad 10,100.00

Object 5830 - Professional/co

2,000.00 2,000.00

62- 0000- 0- 1705- 1000- 5830- 000- 0000 Professional/co,Instructi 2,000.00

2,000.00 2,000.00 .00 .00 2,000.00

(14)

Budget Object 5860 - Other Employmen

1,000.00 1,000.00 150.00

62- 0000- 0- 1110- 2700- 5860- 000- 0000 Other Employmen,School Ad 850.00

1,000.00 1,000.00 .00 150.00 850.00 Total for Object 5860 and Expense accounts

Object 5862 - Fingerprinting

2,000.00 2,000.00 250.00

62- 0000- 0- 1110- 2700- 5862- 000- 0000 Fingerprinting,School Adm 1,750.00

Object 5911 - Telephone

3,000.00 3,000.00 803.89

62- 0000- 0- 1110- 8200- 5911- 000- 0000 Telephone,Operations,Regu 2,196.11

Object 5940 - Internet

3,000.00 3,000.00 631.23

62- 0000- 0- 1110- 2700- 5940- 000- 0000 Internet,School Administ, 2,368.77

Object 5950 - Postage

2,500.00 2,500.00 913.17

62- 0000- 0- 1110- 2700- 5950- 000- 0000 Postage,School Administ,R 1,586.83

Object 7141 - Oth Tuitn, Exce

70,000.00 70,000.00

62- 0000- 0- 5001- 9200- 7141- 000- 0000 Oth Tuitn, Exce,Transfers 70,000.00

Object 8011 - Revenue Limit S

Adopted Budget Revised Budget Account Balance Revenue Description FD- RSRC- Y- GOAL- FUNC- OBJ T- SCH- MGMT

622,698.00 622,698.00 108,946.00

62- 0000- 0- 0000- 0000- 8011- 000- 0000 Revenue Limit S,Unrestric 513,752.00

108,946.00 622,698.00

622,698.00 513,752.00

Total for Object 8011 and Revenue accounts Object 8012 - EPA

370,522.00 370,522.00 89,921.00

62- 1400- 0- 0000- 0000- 8012- 000- 0000 EPA,EPA 280,601.00

89,921.00 370,522.00

370,522.00 280,601.00

Total for Object 8012 and Revenue accounts Object 8096 - In Lieu Of Prop

1,074,424.00 1,074,424.00 285,829.00

62- 0000- 0- 0000- 0000- 8096- 000- 0000 In Lieu Of Prop,Unrestric 788,595.00

285,829.00 1,074,424.00

1,074,424.00 788,595.00

Total for Object 8096 and Revenue accounts Object 8550 - Mandated Cost R

175,950.00 175,950.00

62- 0000- 0- 0000- 0000- 8550- 000- 0000 Mandated Cost R,Unrestric 175,950.00

.00 175,950.00

175,950.00 175,950.00

(15)

Budget Object 8560 - State Lottery R

35,117.00 35,117.00 8,899.68

62- 1100- 0- 0000- 0000- 8560- 000- 0000 State Lottery R,State Lot 26,217.32

8,496.00 8,496.00 3,782.82

62- 6300- 0- 0000- 0000- 8560- 000- 0000 State Lottery R,Lottery - 4,713.18

12,682.50 43,613.00

43,613.00 30,930.50

Total for Object 8560 and Revenue accounts Object 8590 - All Other State

221,250.00 221,250.00

62- 6030- 0- 0000- 0000- 8590- 000- 0000 All Other State,Charter S 221,250.00

.00 221,250.00

221,250.00 221,250.00

Total for Object 8590 and Revenue accounts Object 8660 - Interest

13,246.00 13,246.00 98.37

62- 0000- 0- 0000- 0000- 8660- 000- 0000 Interest,Unrestricted/no 13,147.63

98.37 13,246.00

13,246.00 13,147.63

Total for Object 8660 and Revenue accounts Object 8689 - All Other Fees

100,000.00 100,000.00 17,196.09

62- 0855- 0- 8500- 0000- 8689- 000- CARE All Other Fees,NEEDS DESC 82,803.91

17,196.09 100,000.00

100,000.00 82,803.91

Total for Object 8689 and Revenue accounts Object 8699 - All Other Local

386.96

62- 0000- 0- 0000- 0000- 8699- 000- 0000 All Other Local,Unrestric

386.96-185,000.00 185,000.00 31,846.63

62- 0000- 0- 0000- 0000- 8699- 000- FUND All Other Local,Unrestric 153,153.37

500.00 500.00

62- 0000- 0- 0000- 0000- 8699- 000- LI BR All Other Local,Unrestric 500.00

500.00 500.00

62- 0855- 0- 0000- 0000- 8699- 000- 0000 All Other Local,NEEDS DES 500.00

1,000.00 1,000.00 15.00

62- 0855- 0- 0000- 0000- 8699- 000- MUSC All Other Local,NEEDS DES 985.00

500.00 500.00

62- 0855- 0- 0000- 0000- 8699- 000- ROT1 All Other Local,NEEDS DES

412.00 412.00

380.00 380.00

265.00 265.00

800.00 800.00 835.00

62- 9090- 0- 0000- 0000- 8699- 000- 0000 All Other Local,Resig Saf

35.00-34,640.59 189,357.00

187,800.00 154,716.41

Total for Object 8699 and Revenue accounts Object 9790 - Undesignated/un

Adopted Budget

Revised

Budget Debit Credit

Account Balance Description

FD- RSRC- Y- GOAL- FUNC- OBJ T- SCH- MGMT

699,012.00 834,862.00 62- 0000- 0- - - 9790- - Undesignated/un,Unrestric

125,756.00- 262,278.00-62- 0855- 0- - - 9790- - Undesignated/un,NEEDS DES

6,100.00 6,478.00 62- 6300- 0- - - 9790- - Undesignated/un,Lottery

-5,255.00 62- 7405- 0- - - 9790- - Undesignated/un,Common Co

(16)

Budget Budget Balance

.00

585,368.00 579,062.00 .00 .00

Total for Object 9790 and Ending Balance accounts Object 9791 - Beginning Balan

709,593.00 709,593.39

62- 0000- 0- - - 9791- - Beginning Balan,Unrestric 709,593.39

573,743.00 62- 0000- 0- 0000- 0000- 9791- 000- 0000 Beginning Balan,Unrestric

136,522.00- 136,521.73

62- 0855- 0- - - 9791- - Beginning Balan,NEEDS DES

136,521.73-6,478.00 6,477.65

62- 6300- 0- - - 9791- - Beginning Balan,Lottery - 6,477.65

6,100.00 62- 6300- 0- 0000- 0000- 9791- 000- 0000 Beginning Balan,Lottery

-5,255.00 5,254.73 5,254.73 62- 7405- 0- - - 9791- - Beginning Balan,Common Co

756.94 756.94 62- 9090- 0- - - 9791- - Beginning Balan,Resig Saf

757.00 62- 9090- 0- 0000- 0000- 9791- 000- 0000 Beginning Balan,Resig Saf

722,082.71

585,855.00 579,549.00 142,533.40 579,549.31 Total for Object 9791 and Starting Balance accounts

Actual Budgeted

= Calculated Ending Balance - Expenditures

- Encumbrances + Revenues

Starting Balance

579,549.31

579,549.00 2,811,060.00 549,313.55

2,811,547.00 562,447.24

(17)

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 an assignment is made until the assignment must be

completed and 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.

(18)

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.

(19)

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.

(20)

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

(21)

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.

(22)

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.

b)

Change in Residence Status: A family may request in-district priority status with the

submission of proof of residence in accordance with the school’s In-District Residency

Policy.

(23)

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.

(24)

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 both the Executive Director and the Operations

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.

(25)

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 in the following year)

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

3. 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).

4. Applicants who reside in Live Oak Union School District.

5. All other applicants who are California residents.

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

(26)

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:

Please list name and grade of any siblings also currently

applying

to Live Oak Charter:

_______________________________________________________________________ Primary Contact

_______________________________________________________________________ Address

_______________________________________________________________________

City State Zip

_______________________________________________________________________

Home Phone Cell Phone

_______________________________________________________________________ E-mail Address

r

Mother

r

Father

r

Legal Guardian

r

Other

_________________________________________________________________________ Secondary Contact

_________________________________________________________________________ Address

_________________________________________________________________________

City State Zip

_________________________________________________________________________

Home Phone Cell Phone

_________________________________________________________________________ E-Mail Address

(27)