1. 2013 New School Application Process Informational Session #4 For Prospective New School Applicants 1

2. AGENDA - 900 Grant Rm. 703, 4:00-4:45 & 4:45-5:30 Session #4 Goals: To provide relevant information to prospective new school applicants regarding the new school application process. To examine budgeting requirements such as alignment to the school’s vision, enrollment assumptions, and financial oversight. To review current budget templates and connect with DPS Financial Partners 2 Process: 4:00-4:20 Review Agenda & Introductions Summary of Needs in the Call for New Quality Schools Overview of Budgeting Based on School Type (alignment to vision, PPR or SBB enrollment assumptions, financial oversight, Mill Levy Guidance) Examine Relevant Application Questions (Budget Narrative) 4:20-5:20 Budget Breakout Sessions (Budget Templates & Expectations) o District-run Performance Schools: Chuck Carpenter, Grant Proctor, Corina Wagner, Joshua Harmon-Schaffer o Charter Schools: Katie Hechavarria, Elliot Hinman 5:20-5:30 Future Sessions & Feedback

3. 2013 Call for New Quality Schools – Summary of Needs FNENNESWNWSE 500 Student Elem. (E-5) in GVR at Dunkirk 200 Student Intensive Pathways High School location TBD Mid-sized Elem. at Conservatory Green Facility in N. Stapleton 300-500 Student middle school location TBD 400-600 Student middle school at Smiley* Future need (2015-16) for a 9-12 or 6-12 at Northfield Facility None currently identified None currently identified, district is evaluating capacity needs in the far-SE. 3

4. New School Budget Development 4 Charter SchoolsDistrict-run Schools Budget Assumptions PPR Enrollment /Demographics (FRL, Title III, ELPA) Alignment to Mission, Ed Plan, Program Type Start up Funds- Private Grants and Contributions Budget Assumptions SBB Enrollment /Demographics (FRL, Title III, ELPA) Alignment to Mission, Ed Plan, Program Type Start Up Funds Financial Oversight Financial Performance Framework (FPF) Independent Annual Financial Audits Expectations for Board members and school leadership Financial Oversight Monthly Meetings with district financial partner Mill Levy Guidance Resources District’s Budget Guidance Manual for comparative salary structures, title funds, etc. CDE at risk funding worksheet Resources District’s Budget Guidance Manual

5. Relevant Questions in New School Application Guides 5 Charter School Budget & Policy NarrativeDistrict Run Performance School Budget & Policy Narrative Describe your School Finance Act revenue assumptions including estimated percentage of students who are eligible for free lunch. Describe your anticipated private revenue sources including contributions and grants. Note which are secured and which are anticipated as well as how each revenue stream will be used in support of non-core operational expenses. How will you reach your enrollment goals? How are the costs associated with these goals reflected in the budget? Describe any services to be contracted, such as business services payroll and auditing services, including costs and criteria for selecting such services. If anticipated revenues are not received or are lower than expected, what specific changes will you make (explain in narrative format)? In addition, have you included a contingency set aside in your budget? Describe the systems, policies and procedures, including internal controls, which will be in place to responsibly manage accounting, purchasing, payroll and financial reporting requirements including a year-end audit. Detail the procedure you will follow to ensure an annual audit is completed by an independent group. All applicants are required to submit the completed charter application budget form as a separate electronic document in excel. Applicants do not need to submit a hard copy of the budget form. This budget template can be found on the DPS website at http://osri.dpsk12.org/the_call.http://osri.dpsk12.org/the_call Describe any expenses the school expects to incur that are in addition to what DPS traditionally funds (e.g., additional curriculum materials, extended overnight field trips, additional professional development experience, etc.). If you believe you will have additional revenues separate from DPS funding, please list them as well. Provide an overview of how the allocation of resources supports the vision, mission, and education plan of the school. Explain the policies and processes that will be implemented to ensure that sound financial management practices are implemented and that the financial plan is executed with fidelity. Who will be directly managing and overseeing the school’s budget? Describe your School Finance Act revenue assumptions including estimated percentage of students who are eligible for free lunch. Describe your anticipated private revenue sources including contributions and grants. Note which are secured and which are anticipated as well as how each revenue stream will be used in support of non-core operational expenses. Describe any services to be contracted, including costs and criteria for selecting such services. If anticipated revenues are not received or are lower than expected, what specific changes will you make (explain in narrative format)? In addition, have you included a contingency set aside in your budget? All applicants are required to submit the completed performance school application budget form as a separate electronic document in excel. Applicants do not need to submit a hard copy of the budget form. This budget template can be found on the DPS website at http://osri.dpsk12.org/the_call.http://osri.dpsk12.org/the_call

6. Budget Template Break Out District Run Performance School Applicants-  Chuck Carpenter, Grant Proctor, Corina Wagner, Jeremiah Johnson, Joshua Harmon-Schaffer Charter School Applicants-  Katie Hechavarria, Elliot Hinman 6

7. Tentative Schedule of Prospective New School Applicant Informational Sessions Date & TimeTopic Feb. 12 th 4:30-5:30 900 Grant St. Rm. 108A SCHOOL TYPE: Examining the similarities and differences between district-run performance schools and charter schools NEW SCHOOL DEVELOPMENT & START UP: Analyzing the scope of the work involved with planning and opening a new school (both district-run and charter). Feb. 14 th 4:00-5:00 900 Grant St. Rm. 108A COMMUNITY INPUT IN APPLICATION PROCESS: Ensuring that parents/guardians and community members are involved in the school development process. Aligning new school applications with regional needs identified in the Call for New Quality Schools. Connecting with families and community groups to gather letters of support and intent to enroll forms. Feb. 21 st 4:00-4:45 900 Grant St. Rm. 703 PERFORMANCE SCHOOL OVERSIGHT: Performance-School Accountability Committees (SAC), Instructional Superintendents and DPS Organizational Structure 4:45-5:30 900 Grant St. Rm. 703 CHARTER SCHOOL OVERSIGHT: Charter- board recruitment and development, articles of incorporation, bylaws Feb. 28 th 4:00-4:45 900 Grant St. Rm. 703 CHARTER SCHOOL BUDGETS: Aligning mission, program type, educational plan, staffing to the school’s budget. Charter- Per Pupil Revenue (PPR), audit, board oversight, start up grants 4:45-5:30 900 Grant St. Rm. 703 PERFORMANCE SCHOOL BUDGETS: Aligning mission, program type, educational plan, staffing to the school’s budget. School Based Budgeting (SBB), start-up funds Mar. 7 th 4:00-4:45 900 Grant St. Rm. 108A PERFORMANCE SCHOOL EDUCATIONAL PROGRAM: Examine approaches to serving the school’s targeted student population in the following areas: English Language Learners, Special Education, Multicultural and culturally responsive educational program 4:45-5:30 900 Grant St. Rm. 108A CHARTER SCHOOL EDUCATIONAL PROGRAM Examine approaches to serving the school’s targeted student population in the following areas: English Language Learners, Special Education, Multicultural and culturally responsive educational program Mar. 14 th 4:00-4:45 900 Grant St. Rm. 108A SCHOOL PERFORMANCE FRAMEWORK (SPF): Developing clear expectations and goals that align with the DPS SPF. Clearly Student Academic Performance Goals March 14 th 4:45-5:30 900 Grant St. Rm. 108A INNOVATION STATUS & WAIVERS: Review district policies, DCTA collective bargaining agreements, and state statutes 7