LIVE OAK CHARTER SCHOOL

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

Agenda for the Regular Meeting of the Board of Directors Live Oak Charter School Multi-purpose room

September 8, 2016

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 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

A. Approve the agenda

B. Reports

1. Committee reports

2. Executive Director Report

C. Consent agenda

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: August 11, 2016 2. Monthly Financials for August 2016

D. The board will consider the following for discussion and approval 1. Adopt Uniform Complaint Policy

2. Adopt General Complaint Policy

3. Review and Adoption of Sexual Harassment Policy 4. Review and Adoption of Unaudited Actuals

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6. Review and Adopt Petaluma City Scool District’s pay scale for classified and certificated faculty

E. The board will consider the following for discussion 1. Bylaw Revision

2. Prop 39 California Clean Energy Jobs Act

CLOSED SESSION

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 54956.9 Anticipated Litigation

I. Pursuant to Government Code 54957.8: Planning

OPEN SESSION

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Fundraising Report Through July 2016

Total Fundraising Goal: $225,000

Donations Received by Month

Month 2012/2013 Year 2013/2014 Year 2014/15 Year 2015/16 Year 2016/17 Year July $8,553.67 $3,006.98 $12,049.00 $5,943.12 $3,617.89 August $14,366.50 $12,007.66 $10,654.23 $12,950.00

September $15,175.00 $19,387.00 $10,415.00 $12,817.53 October $14,374.88 $10,812.85 $11,894.34 $8,773.96 November $11,677.11 $10,737.56 $12,621.36 $11,366.17 December $25,598.02 $15,555.12 $23,858.48 $18,886.31 January $15,181.08 $28,004.31 $23,024.36 $15,033.44 February $12,720.00 $11,526.77 $13,265.81 $14,856.20 March $57,722.19 $64,440.89 $63,187.52 $22,635.39 April $13,688.80 $8,850.58 $25,672.54 $15,018.20 May $15,864.47 $19,615.61 $18,622.08 $72,234.12 June $21,315.84 **$12,014.57 $20,376.21 $18,401.27

Total $226,237.56 $218,459.90 $247,691.07 $228,900.71 $3,617.89 ** Updated number for assets liquidated 08/15/14; additional grant of $6080.83 paid in September

Long-Term Capital Fund Ending Balance: $42,639

Annual Fund Participation by Grade through August 2016

Grade 2012-13 2013-14* 2014-15 2015-16 August 2015 2016-17

K-Rosemary N/A 71% 82% 86% 23% 14%

K-Sunflower N/A 43% 91% 77% 32% 18%

1st N/A 59% 74% 91% 28% 31%

2nd _N/A _73% _78% _97% _31% _34%

3rd _N/A _70% _66% _84% _31% _44%

4th N/A 46% 84% 78% 31% 39%

5th _N/A _67% _45% _77% _34% _42%

6th _N/A _50% _73% _66% _22% _48%

7th N/A 52% 78% 77% 23% 30%

8th _N/A _50% _63% _67% _38% _41%

Totals N/A 59% 74% 76% 29% 39%

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LIVE OAK CHARTER SCHOOL

1

Executive Director Report

September 8, 2016

Enrollment & Attendance

Enrollment is currently 295 with several wait list offers and shadows pending.

Facilities

We have entered agreement to lease the Showcase Hall from the fairgrounds. We now can get into the building to conduct tenant improvements including upgrading the alarm system, paint and bathroom modernization. The building will likely not be ready for several weeks while these updates are conducted.

Special Projects

Our Academic Coaching Team project has had a great start with very positive feedback. I have had the opportunity to observe the teams throughout all of their classes and sit in on their planning meetings on Mondays. It is impressive how fast the teams have developed meeting norms and are already impacting instruction in the classroom.

Our parent salon introducing the program was held several weeks ago and was very well received. Including both in person (8) and Livestream (30), we had a strong turn-out for the talk. But in addition, there were numerous views of the saved video (244 unique views, 83 comments). Special thanks go to Erin Wrightsman for her gracious gift of time and energy. We believe this was a great success and will likely use live streaming for future parent salons when appropriate.

Our showing of Screenagers was also a success. ~100 folks showed up for the event, with ~75% of the audience from the Live Oak community. Other community members also attended from Cotati and Petaluma. We were able to complete a Spanish dub of the video due to the diligent work of Ms. Cantor our Spanish teacher. The audio was used by one participant who was thankful and humored by the dub. The library encouraged us to host other events in their space and we are looking at additional films or topics that we can present there in the coming months.

Curriculum

Math materials have arrived and are in use in the classroom. Teachers have been working on cohort training to get up to speed on all the materials. One issue in particular is determining which segments of the curriculum we will need to re-articulate due to our instructional sequence. There will likely be compromise in both directions.

We have also identified a new writing curriculum based upon the “writer’s workshop” model that we will be piloting in several grades. This program also has an articulated reading

component as well. If this program works out, we will put it in place for next year in all grades. Thus by next year we may have common teaching structures for writing, reading and math by 2017-2018. This, coupled with the academic coaching teams, will modernize a good deal of our instructional spiral on core academic skills.

Human Resources

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LIVE OAK CHARTER SCHOOL

2

Finance

Enrollment is strong and we expect to break 295 for the first time in the coming weeks. Our attendance rate has averaged 98% for the first two weeks, but took a hit on the Friday preceding Labor Day with families apparently leaving early to make a 4 day weekend.

Unaudited Actuals are not ready for adoption this evening. We expect to have the complete documents by Tuesday September 13. We will need to reconvene for their adoption prior to September 15 if possible.

Additional news regarding Prop 39 funding will be shared later in the agenda.

Inter-Agency Relations

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LIVE OAK CHARTER SCHOOL

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

Minutes for the Regular Meeting of the Board of Directors Live Oak Charter School Library

August 11,2016

OPENING (7:00 pm)

Present: Shaina Ferraro (SF), Chair Karna Dawson (KD), Vice Chair Josh Kizner (JK), Treasurer Sarah Grossi (SG), Secretary John Gerber (JG), Director Erin Wrightsman (EW), Director

Mathew Morgan (MM), Executive Director

PUBLIC COMMENT (7:03 pm) None

OPEN SESSION (7:05 pm)

A. Approve the agenda

JK moved to approve, all approved.

B. Reports

1. Committee Reports

Executive (SF), met and set agenda for this meeting.

Finance (JK), met and reviewed monthly financials, no issues.

2. Executive Director Report

MM reviewed and submitted report

C. Consent Agenda

1. Board Minutes: June 9, 2016

2. Monthly Financials for June and Juley 2016

SG moved to approve. Approved with amended Board Minutes for June 9, 2016

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1. Board Calendar for 2016- 2017: The Board will meet the second Thursday of each month, with the exception of October, when it will meet twice on the third Thursday. The

Scheduled Board meetings for 2016/17 school year is as follows: September 8, 2016, 7 pm

October 20, 2016, 2pm October 2, 2016, 7 pm November 10, 2016, 7pm December 8, 2016, 7 pm January 12, 2017, 7 pm February 9, 2017, 7pm March 9, 2017, 7 pm April 13, 2017, 7pm May 11. 2017. 7 pm June 8, 2017, 7 pm

EW moved to approve the Board Meeting Calendar for 2016-17, all approved.

2. Biennial Review of Conflict of Interest Policy

SG moved to approve Conflict of Interest Policy, all approved.

3. Prop 30 EPA endorsement

KD moved to approve the Prop 30 EPA Resolution, all approved.

E. The Board considered the following for discussion

1. Board roles for 2016-17

2016-17 Parent survey, SG with JG Executive director Evaluation, JK, SF Leaflet Communication, SG

School Outreach/Class meetings, SF, EW Foundation Liaison, KD with SF

Human Relations, JK, KD

Collaboration with Administration for ad hoc facility work group, SF, JK Curriculum-community outreach, EW

2. Bylaw Revision

Review initiated, to be continued in future Board meetings.

3. Sexual Harassment Policy

Policy reviewed, to be considered at future Board meeting.

4. Board Development

Plans for on-going Board Development reviewed.

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F. Pursuant to Government Code 54956.8

Conference with Real Property Negotiator

Property: 1000 Gnoss Concourse, Petaluma; Negotiating Parties: Sonoma-Marin Fair; under negotiations: price and terms

G. Pursuant to Government Code 54957: Public Employee Contracts

H. Pursuant to Government Code 54957.8: Planning

OPEN SESSION

I. Report on actions taken in closed session

Board Endorsed Executive Director to finalize negotiations for lease agreement with Sonoma-Marin Fair

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Fiscal05 Account Summary-Balance

Fiscal Year 2016/17 Balances through 08/31/2016

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

Balance Expenditure Encumbered Revised Budget Adopted Budget Description

Object 1100 - Teachers' Salar

679,683.00 679,683.00 65,001.69

62- 0000- 0- 1110- 1000- 1100- 000- 0000 Teachers' Salar,Instructi 614,681.31

253,601.00-

253,601.00-62- 0000- 0- 1110- 1000- 1100- 000- EPA1 Teachers' Salar,Instructi

253,601.00-33,958.00 33,958.00

253,601.00 253,601.00

713,641.00 713,641.00 .00 65,001.69 648,639.31 Total for Object 1100 and Expense accounts

Object 1130 - Teachers' Sals

15,500.00 15,500.00 4,500.00

62- 0000- 0- 1110- 1000- 1130- 000- 0000 Teachers' Sals,Instructio 11,000.00

Object 1148 - Teacher Substit

9,000.00 9,000.00

62- 0000- 0- 1110- 1000- 1148- 000- 0000 Teacher Substit,Instructi 9,000.00

9,000.00 9,000.00 .00 .00 9,000.00 Total for Object 1148 and Expense accounts

Object 1300 - Cert Suprvsrs'

112,500.00 112,500.00 18,750.00

62- 0000- 0- 1110- 2700- 1300- 000- 0000 Cert Suprvsrs',School Adm 93,750.00

Object 2100 - Instructional A

142,620.00 142,620.00 12,311.17

62- 0000- 0- 1110- 1000- 2100- 000- 0000 Instructional A,Instructi 130,308.83

11,739.00 11,739.00 707.32

62- 0000- 0- 5770- 1190- 2100- 000- 0000 Instructional A,Spec Ed-o 11,031.68

Object 2148 - Instr Aides Sub

7,500.00 7,500.00

62- 0000- 0- 1110- 1000- 2148- 000- 0000 Instr Aides Sub,Instructi 7,500.00

Object 2199 - Instr Aides Oth

3,000.00 3,000.00

62- 0000- 0- 1110- 1000- 2199- 000- 0000 Instr Aides Oth,Instructi 3,000.00

Object 2220 - Classfd Hrly Cu

5,460.00 5,460.00 496.37

62- 0000- 0- 1110- 8200- 2220- 000- J ANI Classfd Hrly Cu,Operation 4,963.63

5,460.00 5,460.00 .00 496.37 4,963.63 Total for Object 2220 and Expense accounts

Object 2400 - Clerical & Offi

152,012.00 152,012.00 24,425.36

62- 0000- 0- 1110- 2700- 2400- 000- 0000 Clerical & Offi,School Ad 127,586.64

Object 2900 - Other Classifie

296,391.00 296,391.00 30,870.49

62- 0000- 0- 1110- 1000- 2900- 000- 0000 Other Classifie,Instructi 265,520.51

5,415.00 5,415.00 574.32

62- 0000- 0- 1110- 2420- 2900- 000- LI BR Other Classifie,Instructi 4,840.68

Selection

Generated for Matthew Morgan (MDMORGAN), Sep 8 2016 6:14PM

Page 1 of 11 Grouped by Account Type, Filtered by User Permissions, (Org = 12, Online/Offline = N, Period = 12, UnPosted JEs? = N, Assets and Liabilities? =

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Object 2900 - Other Classifie (continued)

58,588.00 58,588.00 5,315.92

62- 0855- 0- 8500- 5900- 2900- 000- CARE Other Classifie,Other Com 53,272.08

Object 2960 - Student Wrkrs

355.00 355.00

62- 0000- 0- 1110- 1000- 2960- 000- 0000 Student Wrkrs,Instruction 355.00

355.00 355.00 .00 .00 355.00 Total for Object 2960 and Expense accounts

Object 2999 - Other Class Sal

400.00 400.00

62- 0000- 0- 1110- 1000- 2999- 000- 0000 Other Class Sal,Instructi 400.00

1,065.00 1,065.00

62- 0000- 0- 5770- 1190- 2999- 000- 0000 Other Class Sal,Spec Ed-o 1,065.00

20,000.00 20,000.00

62- 0855- 0- 8500- 5900- 2999- 000- CARE Other Class Sal,Other Com 20,000.00

Object 3101 - Benefits - Strs

89,137.00 89,137.00 8,016.67

62- 0000- 0- 1110- 1000- 3101- 000- 0000 Benefits - Strs,Instructi 81,120.33

31,903.00-

31,903.00-62- 0000- 0- 1110- 1000- 3101- 000- EPA1 Benefits - Strs,Instructi

31,903.00-14,153.00 14,153.00 2,358.76

62- 0000- 0- 1110- 2700- 3101- 000- 0000 Benefits - Strs,School Ad 11,794.24

4,272.00 4,272.00

31,903.00 31,903.00

Object 3201 - Benefits - Pers

8,824.00 8,824.00 802.23

62- 0000- 0- 1110- 1000- 3201- 000- 0000 Benefits - Pers,Instructi 8,021.77

Object 3202 - Benefits - Pers

52,534.00 52,534.00 6,126.66

62- 0000- 0- 1110- 1000- 3202- 000- 0000 Benefits - Pers,Instructi 46,407.34

752.00 752.00 79.76

62- 0000- 0- 1110- 2420- 3202- 000- LI BR Benefits - Pers,Instructi 672.24

19,898.00 19,898.00 3,281.88

62- 0000- 0- 1110- 2700- 3202- 000- 0000 Benefits - Pers,School Ad 16,616.12

1,778.00 1,778.00 98.23

62- 0000- 0- 5770- 1190- 3202- 000- 0000 Benefits - Pers,Spec Ed-o 1,679.77

10,914.00 10,914.00 738.28

62- 0855- 0- 8500- 5900- 3202- 000- CARE Benefits - Pers,Other Com 10,175.72

Object 3311 - Benefits - Oasd

3,751.00 3,751.00 340.96

62- 0000- 0- 1110- 1000- 3311- 000- 0000 Benefits - Oasd,Instructi 3,410.04

Object 3312 - Benefits - Oasd

27,877.00 27,877.00 2,604.70

62- 0000- 0- 1110- 1000- 3312- 000- 0000 Benefits - Oasd,Instructi 25,272.30

336.00 336.00 35.61

62- 0000- 0- 1110- 2420- 3312- 000- LI BR Benefits - Oasd,Instructi 300.39

8,858.00 8,858.00 1,419.88

62- 0000- 0- 1110- 2700- 3312- 000- 0000 Benefits - Oasd,School Ad 7,438.12

Selection

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Object 3312 - Benefits - Oasd (continued)

339.00 339.00 30.77

62- 0000- 0- 1110- 8200- 3312- 000- J ANI Benefits - Oasd,Operation 308.23

794.00 794.00 43.85

62- 0000- 0- 5770- 1190- 3312- 000- 0000 Benefits - Oasd,Spec Ed-o 750.15

4,838.00 4,838.00 329.58

62- 0855- 0- 8500- 5900- 3312- 000- CARE Benefits - Oasd,Other Com 4,508.42

Object 3331 - Benefits - Medi

10,814.00 10,814.00 973.10

62- 0000- 0- 1110- 1000- 3331- 000- 0000 Benefits - Medi,Instructi 9,840.90

3,677.00-

3,677.00-62- 0000- 0- 1110- 1000- 3331- 000- EPA1 Benefits - Medi,Instructi

3,677.00-1,551.00 1,551.00 258.50

62- 0000- 0- 1110- 2700- 3331- 000- 0000 Benefits - Medi,School Ad 1,292.50

492.00 492.00

62- 1100- 0- 1110- 1000- 3331- 000- 0000 Benefits - Medi,Instructi 492.00

3,677.00 3,677.00

Object 3332 - Benefits - Medi

6,520.00 6,520.00 610.77

79.00 79.00 8.33

62- 0000- 0- 1110- 2420- 3332- 000- LI BR Benefits - Medi,Instructi 70.67

2,072.00 2,072.00 332.08

62- 0000- 0- 1110- 2700- 3332- 000- 0000 Benefits - Medi,School Ad 1,739.92

79.00 79.00 7.20

62- 0000- 0- 1110- 8200- 3332- 000- J ANI Benefits - Medi,Operation 71.80

186.00 186.00 10.26

62- 0000- 0- 5770- 1190- 3332- 000- 0000 Benefits - Medi,Spec Ed-o 175.74

1,131.00 1,131.00 77.08

62- 0855- 0- 8500- 5900- 3332- 000- CARE Benefits - Medi,Other Com 1,053.92

Object 3401 - H & W Benefits

135,089.00 135,089.00 12,280.83

62- 0000- 0- 1110- 1000- 3401- 000- 0000 H & W Benefits,Instructio 122,808.17

13,711.00 13,711.00 2,285.10

62- 0000- 0- 1110- 2700- 3401- 000- 0000 H & W Benefits,School Adm 11,425.90

Object 3402 - H & W Benefits

55,593.00 55,593.00 6,491.63

62- 0000- 0- 1110- 1000- 3402- 000- 0000 H & W Benefits,Instructio 49,101.37

41,132.00 41,132.00 6,855.30

62- 0000- 0- 1110- 2700- 3402- 000- 0000 H & W Benefits,School Adm 34,276.70

13,039.00 13,039.00 1,185.32

62- 0855- 0- 8500- 5900- 3402- 000- CARE H & W Benefits,Other Comm 11,853.68

Object 3501 - Benefits - Sui

373.00 373.00 33.57

62- 0000- 0- 1110- 1000- 3501- 000- 0000 Benefits - Sui,Instructio 339.43

127.00-

127.00-62- 0000- 0- 1110- 1000- 3501- 000- EPA1 Benefits - Sui,Instructio

127.00-53.00 53.00 8.92

62- 0000- 0- 1110- 2700- 3501- 000- 0000 Benefits - Sui,School Adm 44.08

17.00 17.00

127.00 127.00

Selection

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443.00 443.00 .00 42.49 400.51 Total for Object 3501 and Expense accounts

Object 3502 - Benefits - Sui

225.00 225.00 21.05

3.00 3.00 .29

62- 0000- 0- 1110- 2420- 3502- 000- LI BR Benefits - Sui,Instructio 2.71

71.00 71.00 11.45

62- 0000- 0- 1110- 2700- 3502- 000- 0000 Benefits - Sui,School Adm 59.55

3.00 3.00 .25

62- 0000- 0- 1110- 8200- 3502- 000- J ANI Benefits - Sui,Operations 2.75

6.00 6.00 .35

62- 0000- 0- 5770- 1190- 3502- 000- 0000 Benefits - Sui,Spec Ed-ot 5.65

39.00 39.00 2.66

62- 0855- 0- 8500- 5900- 3502- 000- CARE Benefits - Sui,Other Comm 36.34

347.00 347.00 .00 36.05 310.95 Total for Object 3502 and Expense accounts

Object 3601 - Benefits - Wcom

15,982.00 15,982.00 1,348.34

62- 0000- 0- 1110- 1000- 3601- 000- 0000 Benefits - Wcom,Instructi 14,633.66

5,250.00-

5,250.00-62- 0000- 0- 1110- 1000- 3601- 000- EPA1 Benefits - Wcom,Instructi

5,250.00-2,329.00 2,329.00 363.76

62- 0000- 0- 1110- 2700- 3601- 000- 0000 Benefits - Wcom,School Ad 1,965.24

703.00 703.00

62- 1100- 0- 1110- 1000- 3601- 000- 0000 Benefits - Wcom,Instructi 703.00

5,250.00 5,250.00

Object 3602 - Benefits - Wcom

9,320.00 9,320.00 837.74

112.00 112.00 11.14

62- 0000- 0- 1110- 2420- 3602- 000- LI BR Benefits - Wcom,Instructi 100.86

3,147.00 3,147.00 473.86

62- 0000- 0- 1110- 2700- 3602- 000- 0000 Benefits - Wcom,School Ad 2,673.14

113.00 113.00 9.63

62- 0000- 0- 1110- 8200- 3602- 000- J ANI Benefits - Wcom,Operation 103.37

265.00 265.00 13.72

62- 0000- 0- 5770- 1190- 3602- 000- 0000 Benefits - Wcom,Spec Ed-o 251.28

1,627.00 1,627.00 103.13

62- 0855- 0- 8500- 5900- 3602- 000- CARE Benefits - Wcom,Other Com 1,523.87

Object 4110 - Textbooks

4,000.00 4,000.00 285.50

62- 0000- 0- 1110- 1000- 4110- 000- 0000 Textbooks,Instruction,Reg 3,714.50

Object 4210 - Books Other Tha

2,500.00 2,500.00

62- 0000- 0- 1110- 1000- 4210- 000- 0000 Books Other Tha,Instructi 2,500.00

1,000.00 1,000.00

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

Object 4310 - Instructional M

3,949.00 3,949.00 41.00

62- 0000- 0- 1110- 1000- 4310- 000- 0000 Instructional M,Instructi 3,908.00

1,750.00 1,750.00 396.93

62- 0000- 0- 1110- 1000- 4310- 000- 5t h1 Instructional M,Instructi 1,353.07

2,500.00 2,500.00 884.59

62- 0000- 0- 1110- 1000- 4310- 000- 6t h1 Instructional M,Instructi 1,615.41

Selection

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Object 4310 - Instructional M (continued)

1,750.00 1,750.00 1,910.17

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

160.17-1,750.00 1,750.00 1,087.03

62- 0000- 0- 1110- 1000- 4310- 000- 8t h1 Instructional M,Instructi 662.97

750.00 750.00

62- 0000- 0- 1110- 1000- 4310- 000- CHOR Instructional M,Instructi 750.00

500.00 500.00 99.60

62- 0000- 0- 1110- 1000- 4310- 000- GAME Instructional M,Instructi 400.40

5,500.00 5,500.00 2,747.35

62- 0000- 0- 1110- 1000- 4310- 000- HAND Instructional M,Instructi 2,752.65

500.00 500.00

62- 0000- 0- 1110- 1000- 4310- 000- KND1 Instructional M,Instructi 500.00

500.00 500.00

750.00 750.00 383.03

62- 0000- 0- 1110- 1000- 4310- 000- MATH Instructional M,Instructi 366.97

500.00 500.00

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

800.00 800.00 50.02

62- 0000- 0- 1110- 1000- 4310- 000- MUSC Instructional M,Instructi 749.98

800.00 800.00

62- 0000- 0- 1110- 1000- 4310- 000- RSP1 Instructional M,Instructi 800.00

800.00 800.00

62- 0000- 0- 1110- 1000- 4310- 000- RTI 1 Instructional M,Instructi 800.00

800.00 800.00

62- 0000- 0- 1110- 1000- 4310- 000- SPAN Instructional M,Instructi 800.00

1,500.00 1,500.00

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

500.00 500.00 129.87

62- 0000- 0- 1110- 1000- 4310- 000- WOOD Instructional M,Instructi 370.13

1,651.00 1,651.00

62- 6300- 0- 1110- 1000- 4310- 000- 0000 Instructional M,Instructi 1,651.00

2,150.00 2,150.00 2,013.81

62- 6300- 0- 1110- 1000- 4310- 000- 1s t 1 Instructional M,Instructi 136.19

1,400.00 1,400.00 539.96

62- 6300- 0- 1110- 1000- 4310- 000- 2nd1 Instructional M,Instructi 860.04

2,150.00 2,150.00 1,252.81

62- 6300- 0- 1110- 1000- 4310- 000- 3RD1 Instructional M,Instructi 897.19

1,400.00 1,400.00 1,540.47

62- 6300- 0- 1110- 1000- 4310- 000- 4TH1 Instructional M,Instructi

140.47-1,400.00 1,400.00 1,306.67

1,400.00 1,400.00 714.40

62- 6300- 0- 1110- 1000- 4310- 000- k nd2 Instructional M,Instructi 685.60

Object 4340 - Computer Sftwar

308.19

62- 0000- 0- 1110- 1000- 4340- 000- 8t h1 Computer Sftwar,Instructi

308.19-.00 .00 .00 308.19 308.19-Total for Object 4340 and Expense accounts

Object 4350 - Office Supplies

6,000.00 6,000.00 1,062.25

62- 0000- 0- 1110- 2700- 4350- 000- 0000 Office Supplies,School Ad 4,937.75

Object 4353 - Duplicating Cos

4,500.00 4,500.00

62- 0000- 0- 1110- 2700- 4353- 000- 0000 Duplicating Cos,School Ad 4,500.00

Object 4370 - Custodial Suppl

4,500.00 4,500.00 564.81

62- 0000- 0- 1110- 8200- 4370- 000- J ANI Custodial Suppl,Operation 3,935.19

Selection

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Object 4390 - Other Supplies

2,000.00 2,000.00 961.71

62- 0000- 0- 1110- 1000- 4390- 000- 0000 Other Supplies,Instructio 1,038.29

800.00 800.00

62- 0000- 0- 1110- 1000- 4390- 000- 2017 Other Supplies,Instructio 800.00

800.00 800.00 197.40

1,600.00 1,600.00 297.48

800.00 800.00

800.00 800.00 453.10

800.00 800.00 227.56

800.00 800.00 291.70

1,600.00 1,600.00

1,500.00 1,500.00

62- 0000- 0- 1110- 1000- 4390- 000- ATHL Other Supplies,Instructio 1,500.00

1,000.00 1,000.00 138.50

62- 0000- 0- 1110- 1000- 4390- 000- GARD Other Supplies,Instructio 861.50

1,250.00 1,250.00

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

3,300.00 3,300.00 817.66

62- 0000- 0- 1110- 1000- 4390- 000- K1SN Other Supplies,Instructio 2,482.34

3,300.00 3,300.00

62- 0000- 0- 1110- 1000- 4390- 000- K2SN Other Supplies,Instructio 3,300.00

300.00 300.00

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

2,000.00 2,000.00 109.62

62- 0000- 0- 1110- 2700- 4390- 000- 0000 Other Supplies,School Adm 1,890.38

4,000.00 4,000.00 632.88

62- 0000- 0- 1110- 2700- 4390- 000- COPY Other Supplies,School Adm 3,367.12

1,500.00 1,500.00 58.11

62- 0000- 0- 1110- 2700- 4390- 000- FEST Other Supplies,School Adm 1,441.89

4,000.00 4,000.00

62- 0000- 0- 1110- 8200- 4390- 000- 0000 Other Supplies,Operations 4,000.00

2,000.00 2,000.00 636.51

62- 0000- 0- 1110- 8200- 4390- 000- MNTN Other Supplies,Operations 1,363.49

800.00 800.00 341.77

62- 0855- 0- 1110- 1000- 4390- 000- KND1 Other Supplies,Instructio 458.23

800.00 800.00

62- 0855- 0- 1110- 1000- 4390- 000- KND2 Other Supplies,Instructio 800.00

6,000.00 6,000.00

62- 0855- 0- 1110- 1000- 4390- 000- MUSC Other Supplies,Instructio 6,000.00

1,000.00 1,000.00

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

4,000.00 4,000.00

62- 0855- 0- 1110- 1000- 4390- 000- TRI P Other Supplies,Instructio 4,000.00

3,500.00 3,500.00 73.75

62- 0855- 0- 8500- 5900- 4390- 000- CARE Other Supplies,Other Comm 3,426.25

6,000.00 6,000.00

62- 6030- 0- 1110- 8200- 4390- 000- 0000 Other Supplies,Operations 6,000.00

6,000.00 6,000.00 1,812.42

62- 6030- 0- 1110- 8200- 4390- 000- MNTN Other Supplies,Operations 4,187.58

900.00 900.00 157.91

62- 9090- 0- 0000- 8300- 4390- 000- 0000 Other Supplies,Security,U 742.09

Object 4400 - Inventory Suppl

5,000.00 5,000.00

62- 0000- 0- 1110- 1000- 4400- 000- 0000 Inventory Suppl,Instructi 5,000.00

2,000.00 2,000.00

62- 0000- 0- 1110- 1000- 4400- 000- PLAY Inventory Suppl,Instructi 2,000.00

Selection

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Object 4400 - Inventory Suppl (continued)

1,000.00 1,000.00

62- 0000- 0- 1110- 8200- 4400- 000- 0000 Inventory Suppl,Operation 1,000.00

3,000.00 3,000.00

62- 0855- 0- 1110- 1000- 4400- 000- MUSC Inventory Suppl,Instructi 3,000.00

6,000.00 6,000.00

62- 6030- 0- 1110- 1000- 4400- 000- PLAY Inventory Suppl,Instructi 6,000.00

Object 5200 - Travel & Confer

20,000.00 20,000.00 1,571.32

62- 0000- 0- 1110- 1000- 5200- 000- 0000 Travel & Confer,Instructi 18,428.68

600.00 600.00

62- 0000- 0- 1110- 2700- 5200- 000- 0000 Travel & Confer,School Ad 600.00

9,000.00 9,000.00

62- 0855- 0- 1110- 1000- 5200- 000- TRI P Travel & Confer,Instructi 9,000.00

Object 5300 - Dues & Membersh

18,000.00 18,000.00 8,859.95

62- 0000- 0- 1110- 2700- 5300- 000- 0000 Dues & Membersh,School Ad 9,140.05

Object 5450 - Other Insurance

9,000.00 9,000.00

62- 0000- 0- 1110- 2700- 5450- 000- 0000 Other Insurance,School Ad 9,000.00

Object 5520 - Electricity

6,250.00 6,250.00 165.78

62- 0000- 0- 1110- 8200- 5520- 000- 0000 Electricity,Operations,Re 6,084.22

15,750.00 15,750.00 497.35

62- 6030- 0- 1110- 8200- 5520- 000- 0000 Electricity,Operations,Re 15,252.65

Object 5530 - Water

1,250.00 1,250.00 63.85

62- 0000- 0- 1110- 8200- 5530- 000- 0000 Water,Operations,Regular 1,186.15

3,750.00 3,750.00 191.53

62- 6030- 0- 1110- 8200- 5530- 000- 0000 Water,Operations,Regular 3,558.47

Object 5560 - Waste Disposal

2,000.00 2,000.00 140.55

62- 0000- 0- 1110- 8200- 5560- 000- 0000 Waste Disposal,Operations 1,859.45

421.65

62- 6030- 0- 1110- 8200- 5560- 000- 0000 Waste Disposal,Operations

421.65-2,000.00 2,000.00 .00 562.20 1,437.80 Total for Object 5560 and Expense accounts

Object 5600 - Rentals And Lea

3,000.00 3,000.00 448.64

62- 0000- 0- 1110- 8200- 5600- 000- 0000 Rentals And Lea,Operation 2,551.36

7,000.00 7,000.00 1,150.32

62- 0000- 0- 1110- 8200- 5600- 000- COPY Rentals And Lea,Operation 5,849.68

35,000.00 35,000.00 8,812.50

62- 0000- 0- 1110- 8200- 5600- 000- FAI R Rentals And Lea,Operation 26,187.50

2,500.00 2,500.00 416.22

62- 0000- 0- 1110- 8200- 5600- 000- PORT Rentals And Lea,Operation 2,083.78

2,000.00 2,000.00 490.00

62- 0855- 0- 1110- 1000- 5600- 000- TRI P Rentals And Lea,Instructi 1,510.00

105,000.00 105,000.00 26,437.50

62- 6030- 0- 1110- 8200- 5600- 000- FAI R Rentals And Lea,Operation 78,562.50

Selection

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Object 5600 - Rentals And Lea (continued)

7,500.00 7,500.00 1,248.66

62- 6030- 0- 1110- 8200- 5600- 000- PORT Rentals And Lea,Operation 6,251.34

Object 5630 - Repairs

12,750.00 12,750.00 31.25

62- 0000- 0- 1110- 8200- 5630- 000- ROP1 Repairs,Operations,Regula 12,718.75

38,250.00 38,250.00 93.75

62- 6030- 0- 1110- 8200- 5630- 000- ROP1 Repairs,Operations,Regula 38,156.25

Object 5632 - Copier Repairs

2,500.00 2,500.00

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

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

4,500.00 4,500.00 564.29

62- 0000- 0- 1110- 1000- 5800- 000- 0000 Other Svcs & Op,Instructi 3,935.71

1,500.00 1,500.00

62- 0000- 0- 1110- 1000- 5800- 000- MENT Other Svcs & Op,Instructi 1,500.00

22,000.00 22,000.00 6,950.00

62- 0000- 0- 1110- 1000- 5800- 000- TRI P Other Svcs & Op,Instructi 15,050.00

99.00

62- 0000- 0- 1110- 2700- 5800- 000- 0000 Other Svcs & Op,School Ad

99.00-26,000.00 26,000.00

62- 0000- 0- 1110- 3110- 5800- 000- COUN Other Svcs & Op,Guidance 26,000.00

5,000.00 5,000.00 1,374.50

62- 0000- 0- 1110- 8200- 5800- 000- 0000 Other Svcs & Op,Operation 3,625.50

4,500.00 4,500.00 231.74

62- 0000- 0- 1110- 8200- 5800- 000- J ANI Other Svcs & Op,Operation 4,268.26

237.00

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

237.00-1,000.00 1,000.00

62- 0000- 0- 1110- 8300- 5800- 000- 0000 Other Svcs & Op,Security, 1,000.00

4,750.00 4,750.00 800.00

62- 0855- 0- 8500- 5900- 5800- 000- CARE Other Svcs & Op,Other Com 3,950.00

13,500.00 13,500.00 2,775.00

62- 6030- 0- 1110- 8200- 5800- 000- 0000 Other Svcs & Op,Operation 10,725.00

13,500.00 13,500.00 695.22

62- 6030- 0- 1110- 8200- 5800- 000- J ANI Other Svcs & Op,Operation 12,804.78

Object 5817 - Scoe Data Proce

1,600.00 1,600.00

62- 0000- 0- 1110- 1000- 5817- 000- 0000 Scoe Data Proce,Instructi 1,600.00

Object 5821 - Audit Costs

7,000.00 7,000.00 2,333.00

62- 0000- 0- 1110- 2700- 5821- 000- 0000 Audit Costs,School Admini 4,667.00

Object 5823 - Legal Costs

5,000.00 5,000.00

62- 0000- 0- 1110- 2700- 5823- 000- 0000 Legal Costs,School Admini 5,000.00

Object 5825 - Advertisement ( Selection

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Object 5825 - Advertisement (

5,000.00 5,000.00 825.00

62- 0000- 0- 1110- 2700- 5825- 000- 0000 Advertisement (,School Ad 4,175.00

Object 5830 - Professional/co

1,500.00 1,500.00

62- 0000- 0- 1705- 1000- 5830- 000- 0000 Professional/co,Instructi 1,500.00

Object 5860 - Other Employmen

600.00 600.00

62- 0000- 0- 1110- 2700- 5860- 000- 0000 Other Employmen,School Ad 600.00

600.00 600.00 .00 .00 600.00 Total for Object 5860 and Expense accounts

Object 5862 - Fingerprinting

1,750.00 1,750.00

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

Object 5911 - Telephone

4,000.00 4,000.00 145.34

62- 0000- 0- 1110- 8200- 5911- 000- 0000 Telephone,Operations,Regu 3,854.66

298.50

62- 6030- 0- 1110- 8200- 5911- 000- 0000 Telephone,Operations,Regu

298.50-4,000.00 4,000.00 .00 443.84 3,556.16 Total for Object 5911 and Expense accounts

Object 5940 - Internet

4,000.00 4,000.00 341.20

62- 0000- 0- 1110- 2700- 5940- 000- 0000 Internet,School Administ, 3,658.80

Object 5950 - Postage

2,500.00 2,500.00 700.86

62- 0000- 0- 1110- 2700- 5950- 000- 0000 Postage,School Administ,R 1,799.14

Object 7141 - Oth Tuitn, Exce

80,000.00 80,000.00

62- 0000- 0- 5001- 9200- 7141- 000- 0000 Oth Tuitn, Exce,Transfers 80,000.00

Object 8011 - Revenue Limit S

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

679,747.00 679,747.00 67,096.00

62- 0000- 0- 0000- 0000- 8011- 000- 0000 Revenue Limit S,Unrestric 612,651.00

67,096.00 679,747.00

679,747.00 612,651.00

Total for Object 8011 and Revenue accounts Object 8012 - EPA

294,558.00 294,558.00

62- 1400- 0- 0000- 0000- 8012- 000- 0000 EPA,EPA 294,558.00

.00 294,558.00

294,558.00 294,558.00

Total for Object 8012 and Revenue accounts

Selection

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Revenue Description

Balance Revised

Budget Adopted

Budget Object 8096 - In Lieu Of Prop

1,162,075.00 1,162,075.00 162,193.00

62- 0000- 0- 0000- 0000- 8096- 000- 0000 In Lieu Of Prop,Unrestric 999,882.00

162,193.00 1,162,075.00

1,162,075.00 999,882.00

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

70,773.00 70,773.00

62- 0000- 0- 0000- 0000- 8550- 000- 0000 Mandated Cost R,Unrestric 70,773.00

.00 70,773.00

70,773.00 70,773.00

Total for Object 8550 and Revenue accounts Object 8560 - State Lottery R

39,442.00 39,442.00 11,892.78

62- 1100- 0- 0000- 0000- 8560- 000- 0000 State Lottery R,State Lot 27,549.22

11,551.00 11,551.00 7,587.59

62- 6300- 0- 0000- 0000- 8560- 000- 0000 State Lottery R,Lottery - 3,963.41

19,480.37 50,993.00

50,993.00 31,512.63

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

13,113.00 13,113.00 171.10

62- 0000- 0- 0000- 0000- 8660- 000- 0000 Interest,Unrestricted/no 12,941.90

171.10 13,113.00

13,113.00 12,941.90

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

115,000.00 115,000.00

62- 0855- 0- 8500- 0000- 8689- 000- CARE All Other Fees,NEEDS DESC 115,000.00

.00 115,000.00

115,000.00 115,000.00

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

1,500.00 1,500.00

62- 0000- 0- 0000- 0000- 8699- 000- BTSA All Other Local,Unrestric 1,500.00

190,000.00 190,000.00

62- 0000- 0- 0000- 0000- 8699- 000- FUND All Other Local,Unrestric 190,000.00

500.00 500.00

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

1,000.00 1,000.00

62- 0855- 0- 0000- 0000- 8699- 000- MUSC All Other Local,NEEDS DES 1,000.00

900.00 900.00

62- 9090- 0- 0000- 0000- 8699- 000- 0000 All Other Local,Resig Saf 900.00

.00 193,900.00

193,900.00 193,900.00

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

605,686.00 605,686.00 62- 0000- 0- - - 9790- - Undesignated/un,Unrestric

29,026.00- 29,026.00-62- 0855- 0- - - 9790- - Undesignated/un,NEEDS DES

.00

576,660.00 576,660.00 .00 .00 Total for Object 9790 and Ending Balance accounts

Object 9791 - Beginning Balan Selection

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FD- RSRC- Y- GOAL- FUNC- OBJ T- SCH- MGMT Description Adopted Budget

Revised

Budget Debit Credit

Account Balance Object 9791 - Beginning Balan

589,768.00 589,768.00 62- 0000- 0- - - 9791- - Beginning Balan,Unrestric

.00

589,768.00 589,768.00 .00 .00 Total for Object 9791 and Starting Balance accounts

Actual Budgeted

= Calculated Ending Balance - Expenditures

- Encumbrances + Revenues

Starting Balance

589,768.00 2,801,409.00 248,940.47

2,814,517.00 317,813.83

576,660.00 68,873.36-Total for Org 012 - Live Oak Charter School

Selection

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BP

Last Adoption September 8, 2016 1/5

LIVE OAK CHARTER SCHOOL

UNIFORM COMPLAINT PROCEDURES AND POLICY

SCOPE

Live Oak Charter School ("Live Oak" or "Charter School") policy is to comply with applicable federal and state laws and regulations. Live Oak is the local agency p1imarily responsible for compliance with federal and state laws and regulations governing educational programs. Pursuant to this policy, persons responsible for conducting investigations shall be

knowledgeable about the laws and programs which they are assigned to investigate. This complaint procedure is adopted to provide a uniform system of complaint processing for the following types of complaints:

(1) Complaints of discrimination against any protected group including actual or perceived, including discrimination on the basis of age, sex, sexual orientation, gender, ethnic group identification, race, ancestry, national origin, religion. color, or mental or physical disability, or on the basis of a person's association with a person or group with one or more of these actual or perceived characteristics in any Charter School program or activity.; and

(2) Complaints of violations of state or federal law and regulations governing the following programs including but not limited to: special education, Title II, Section 504 of the

Rehabilitation Act, consolidated categorical aid, No Child Left Behind, migrant education, career technical and technical education training programs, child care and development programs, child nutrition program.

Live Oak acknowledges and respects every individual's rights to privacy. Discrimination complaints shall be investigated in a manner that protects the confidentiality of the parties and the integrity of the process. This includes keeping the identity of the complainant confidential, as appropriate and except to the extent necessary to carry out the investigation or proceedings, as determined by the Executive Director or designee on a case-by-case basis.

Live Oak prohibits any form of retaliation against any complainant in the complaint process, including but not limited to a complainant's filing of a complaint or the reporting of instances of discrimination. Such participation shall not in any way affect the status, grades or work

assignments of the complainant.

Compliance Officers

The Governing Board designates the following complim1ce officer(s) to receive and investigate complaints and to ensure Live Oak's compliance with law:

Executive Director Live Oak Charter School 100 Gnoss Concourse Petaluma, CA 94952 (707) 762-9020

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Notifications

The Executive Director or designee shall annually provide written notification of Live Oak's uniform complaint procedures to students, employees, parents/guardians, the Governing Board, appropriate private officials or representatives, and other interested parties.

The Executive Director or designee shall make available copies of Live Oak's Uniform Complaint Procedures free of charge. The notice shall:

1. Identify the person(s), position(s), or unit(s) responsible for receiving complaints.

2. Advise the complainant of any civil law remedies that may be available to him/her under state or federal discrimination laws, if applicable.

3. Advise the complainant of the appeal process pursuant to Education Code 262.3, including the complainant's right to take the complaint directly to the California Department of Education ("CDE") or to pursue remedies before civil courts or other public agencies.

4. Include statements that:

a. Live Oak is primarily responsible for compliance witl1 state and federal laws and regulations;

b. The complaint review shall be completed within 60 calendar days from the date of receipt of tl1e complaint unless the complainant agrees in writing to an extension of the timeline;

c. An unlawful discrimination complaint must be filed not later than six months from the date the alleged discrimination occurs, or six months from the date the complainant first obtains knowledge of the facts of the alleged discrimination;

d. The complainant has a right to appeal the Charter School's decision to the CDE by filing a w1itten appeal within 15 days of receiving tl1e Charter School's decision; and

e. The appeal to the CDE must include a copy of the complaint filed with the Charter School and a copy of the Charter School's decision.

Procedures

The following procedures shall be used to address all complaints which allege that Live Oak has violated federal or state laws or regulations governing educational programs. Compliance officers shall maintain a record of each complaint and subsequent related actions.

All parties involved in allegations shall be notified when a complaint IS filed, when a complaint meeting or hearing is scheduled, and when a decision or ruling is made.

•Step 1: Filing of Complaint

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A complaint alleging unlawful discrimination shall be initiated no later than six months from the date when the alleged discrimination occurred, or six months from the date when the complainant first obtained knowledge of the facts of the alleged

discrimination. A complaint may be filed by a person who alleges that he/she personally suffered unlawful discrimination or by a person who believes that an individual or any specific class of individuals has been subjected to unlawful discrimination.

The complaint shall be presented to the compliance officer who shall maintain a log of complaints received, providing each with a code number and date stamp.

If a complainant is unable to put a complaint in writing due to conditions such as a disability or illiteracy, Charter School staff shall assist him/her in the filing of the complaint.

•Step 2: Mediation

Within three days of receiving the complaint, the compliance officer may informally discuss with the complainant the possibility of using mediation. If the complainant agrees to mediation, the compliance officer shall make arrangements for this process.

Before initiating the mediation of a discrimination complaint, the compliance officer shall ensure that all parties agree to make the mediator a party to related confidential information.

If the mediation process does not resolve the problem within the parameters of law, the compliance officer shall proceed with his/her investigation of the complaint.

The use of mediation shall not extend Live Oak's timelines for investigating and

resolving the complaint unless the complainant agrees in writing to such an extension of time.

•Step 3: Investigation of Complaint

The compliance officer is encouraged to hold an investigative meeting within five days of receiving the complaint or an unsuccessful attempt to mediate the complaint. This meeting shall provide an opportunity for the complainant and/or his/her representative to repeat the complaint orally.

The complainant and/or his/her representative shall have an opportunity to present the complaint and evidence or information leading to evidence to support the allegations in the complaint.

A complainant's refusal to provide the Charter School's investigator with documents or other evidence related to the allegations in the complaint, or his/her failure or refusal to cooperate in the investigation or his/her engagement in any other obstruction of the investigation, may result in the dismissal of the complaint because of a lack of evidence to support the allegation.

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BP

investigation, may result in a finding, based on evidence collected, that a violation has occurred and may result in the imposition of a remedy in favor of the complainant.

•Step 4: Response

Option 1:

Unless extended by written agreement with the complainant, the compliance officer shall prepare and send to tl1e complainant a written report of the Charter School's investigation and decision, as described in Step #5 below, witl1in 60 days of tl1e Charter School's receipt of the complaint.

Option 2:

Within 30 days of receiving the complaint, the compliance officer shall prepare and send to the complainant a written report of Live Oak's investigation and decision, as

described in Step #5 below. If the complainant is dissatisfied with the compliance officer's decision, he/she may, within five days, file his/her complaint in writing witl1 the Board.

The Board may consider the matter at its next regular Board meeting or at a special Board meeting convened in order to meet the 60-day time limit within which tl1e

complaint must be answered. The Board may decide not to hear the complaint, in which case the compliance officer's decision shall be final.

If the Board hears the complaint, tl1e compliance officer shall send the Board's decision to the complainant within 60 days of the Charter School's initial receipt of the complaint or within the time period that has been specified in a Written agreement with the complainant.

•Step 5: Final Written Decision

Live Oak's decision shall be in writing and sent to the complainant. Live Oak's decision shall be written in English and in the language of the complainant whenever feasible or as

required by law. The decision shall include:

1. The findings of fact based on evidence gathered.

2. The conclusion(s) of law.

3. Disposition of the complaint.

4. Rationale for such disposition.

5. Corrective actions, if any are warranted.

6. Notice of the complainant's right to appeal Live Oak's decision within fifteen (15) days to the CDE and procedures to be followed for initiating such an appeal

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8. For discrimination complaints arising under federal law such complaint may be made at any time to the U.S. Department of Education, Office for Civil Rights. If an employee is disciplined as a result of the complaint, the decision shall simply state that effective action was taken and that the employee was informed of the Charter School's expectations. The report shall not give any further information as to the nature of the disciplinary action.

Appeals to the California Department of Education

If dissatisfied with Live Oak's decision, the complainant may appeal in writing to the CDE within fifteen (15) days of receiving the Charter School's decision. When appealing to the CDE, the complainant must specify the basis for the appeal of the decision and whether the facts are incorrect and/or the law has been misapplied. The appeal shall be accompanied by a copy of the locally filed complaint and a copy of Live Oak's decision.

Upon notification by the CDE that the complainant has appealed Live Oak's decision, the Executive Director or designee shall forward the following documents to the CDE:

1. A copy of the original complaint.

2. A copy of the decision.

3. A summary of the nature and extent of the investigation conducted by Live Oak, if not covered by the decision.

4. A copy of the investigation file, including but not limited to all notes, interviews, ru1d documents submitted by all parties and gathered by the investigator.

5. A report of any action taken to resolve the complaint.

6. A copy of Live Oak's complaint procedures.

7. Other relevant information requested by the CDE.

The CDE may directly intervene in tl1e complaint without waiting for action by Live Oak when one oftl1e conditions listed in Title 5, California Code of Regulations, Section 4650 exists,

including cases in which Live Oak has not taken action within 60 days of the date the complaint was filed with Live Oak.

Civil Law Remedies

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LIVE OAK CHARTER SCHOOL

UNIFORM COMPLAINT PROCEDURES FORM

Last Name: __________________________________ First Name (MI): _________________________ Student Name (if applicable): _________________________ Grade: _____ Date of Birth: _________ Street Address! Apt.#: _________________________________________________________________ City: _____________________________________________ State: _______ Zip Code: _____________ Home Phone: _________________ Cell Phone: ________________ Work Phone: ________________ School/Office of Alleged Violation: ______________________________________________________

For allegation(s) of noncompliance, please check the program or activity referred to in your complaint, if applicable:

❏Adult Education ❏Consolidated Categorical Programs ❏Nutrition Services ❏Career/Technical Education ❏Migrant and Indian Education ❏Special Education ❏Child Development Programs

For allegation(s) of unlawful discrimination or harassment, please check the basis of the unlawful Discrimination or Harassment described in your complaint, if applicable:

❏Age ❏Ethnic Group Identification ❏Religion

❏Ancestry ❏Gender ❏Sex (Actual or Perceived

❏Color ❏National Origin ❏Sexual Orientation (Actual or Perceived) ❏Race ❏Disability (Mental or Physical)

❏Based on association with a person or group with one or more of these actual or perceived characteristics

1. Please give facts about the complaint. Provide details such as the names of those involved, dates, whether witnesses were present, etc., that may be helpful to the complaint investigator.

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2. Have you discussed your complaint or brought your complaint to any School personnel? If you have, to whom did you take the complaint, and what was the result?

_____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________

3. Please provide copies of any written documents that may be relevant or supportive of your complaint.

I have attached supporting documents. ❏ Yes ❏No

Signature: _________________________________________________ Date: _____________________

Mail complaint and any relevant documents to: Executive Director

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LIVE OAK CHARTER SCHOOL

GENERAL COMPLAINT POLICY

Live Oak Charter School (“Charter School”) has adopted this General Complaint Policy to address concerns about the Charter School generally or regarding specific employees. For complaints regarding harassment or perceived violations of state or federal laws, please refer to the Charter School’s Policy Against Unlawful Harassment and/or the Charter School’s Uniform Complaint Procedures. For all other complaints, the General Complaint form and

accompanying procedures will be appropriate.

INTERNAL COMPLAINTS

(Complaints by Employees against Employees)

This section of the policy is for use when a Charter School employee raises a complaint or concern about a co-worker.

If reasonable, internal complaints should be resolved at the lowest possible level, including attempts to discuss and resolve concerns with the immediate supervisor. However, in the event an informal resolution cannot be achieved or is not appropriate, the following steps will be undertaken by the Executive Director or designee:

1. The complainant will bring the matter to the attention of the Executive Director as soon as possible after attempts to resolve the complaint with the immediate supervisor have failed or if not appropriate; and

2. The complainant will articulate his or her complaint in writing using the General Complaint form below, indicating all known and relevant facts. The Executive Director or designee will then investigate the facts and provide a solution or explanation;

3. If the complaint is about the Executive Director, the complainant may file his or her complaint with the President of the Board of Directors of the Charter School, who will then confer with the Board, which may designate a Director to conduct an investigation or designate a third party investigator on behalf of the Board. The designated Director or third party designee will report findings to the Board for review and action, if necessary.

This policy cannot guarantee that every problem will be resolved to the employee’s satisfaction. The Charter School, however, values each employee’s ability to express concerns and the need for resolution without fear of adverse consequence to employment.

POLICY FOR COMPLAINTS GENERALLY

(General Complaints and Complaints by Third Parties against Employees)

This section of the policy is for use when either a complaint does not fall under other complaint procedures or a third party (non-employee) raises a complaint or concern about the Charter School generally, or a Charter School employee.

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with Section 3 above, if the complaint concerns the Executive Director.

In processing the complaint, the Executive Director (or designee) shall abide by the following process:

1. The Executive Director or designee shall use his or her best efforts to ascertain the facts relating to the complaint. Where applicable, the Executive Director or designee shall talk with the parties identified in the complaint or persons with knowledge of the particulars of the complaint to ascertain said facts.

2. In the event that the Executive Director (or designee) finds that a complaint is valid, the Executive Director (or designee) may take appropriate action to address the problem. Where the complaint is against an employee of the Charter School, the Executive Director may take disciplinary action against the employee. As appropriate, the Executive Director (or designee) may also simply counsel/reprimand employees as to their conduct without initiating formal disciplinary measures.

3. The Executive Director’s (or designee’s) decision relating to the complaint shall be final unless it is appealed to the Board of Directors of the Charter School. The decision of the Board of Directors shall be final. Depending on the nature of the complaint, and in compliance with the Brown Act, the Board’s consideration of the matter may be held in open or closed session and the process of consideration may or may not be open to the public.

GENERAL REQUIREMENTS

1. Confidentiality: Complainant is hereby notified that information obtained from the complainants and thereafter gathered will be maintained in a manner as confidential as possible, while understanding that it may be necessary to disclose information provided in the course of investigation. Further, some documents may be part of the public record and therefore confidentiality cannot be assured.

2. Non-Retaliation: Complainant is hereby advised that they will be protected against retaliation as a result of the filing of any complaints or participation in any complaint process.