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Home My WebLink AboutVII (A) Discussion re Contract with the Haskell Educational Services, Inc. Agenda 12-05-2000 ltem VII A "CENTER W'GOODLI(ING-PRIDE of IVF:YTORANGE- MAYOR•COMMISSIONLR Ocoee S.SCOTT VANDFRGRIFT °� CITY OF OCOEE o COMMISSIONERS _. • ] DANNY HOWELL o 150 N.LAKi.sil0121i DIM!, o SCOTT ANDERSON \ V OColllt, FIDRIDA 3476I-2258 RUSTY JOHNSON Eyr ��0 (407)905-3100 NANCY J.PARKER fp OF G000�` n I Y MANAGFR El LlS SIIAPIRO MEMORANDUM DATE: November 28, 2000 TO: The Honorable Mayor and City Commissioners FROM: Ellis Shapiro City Manager SUBJECT: CONTRACT WITH HASKELL / CHARTER SCHOOLS Our City Attorney Foley & Lardner through the offices of Scott Cookson as well as our Financial Advisor Mark Galvin are attempting to complete their reports on the work with Haskell in order to present this item to the City Commission on December 5, 2000. Due to our requirement to complete packets by Wednesday, November 29, 2000 for your December 5, 2000 agenda, the contract as recommended by Mr. Cookson as well as the Financial report by Mr. Galvin will not be available for your review until Friday, December 1, 2000. Therefore, we are advising you through this memo that the information will be available to you by 3:00 pm on December 1, 2000. This is the best we could do to guarantee the earliest possible time that you can review the documents and vote on this issue. Respectfully supmitted, ES/jl c: Jean Grafton, City Clerk POW First Union National Bank F Iv FL2106 Municipal Securities Group 800 North Magnolia Avenue 8th Floor Orlando, FL 32801 Tel 404 649-5504 Fax 407 649-5505 December I,2000 Mr [His Shapiro City Manager City of Ocoee, Florida IS0 North Lakeshore Drive Ocoee. FL 34761-2258 RE: Financing of the proposed Ocoee Charter School Dear Mr. Shapiro'. The City is contemplating entering into an Educational Services Agreement(the "Agreement') with I laskell Educational Services, Inc.("HES")to assist the City in the design, construction and management of a Charter School in the City of Ocoee pursuant to RFQ00005. As part of this Agreement the City will he asked to directly finance the Project or provide financial support as to allow for the issuance of tax-exempt municipal bonds. Pursuant to your request, Ken Arlin of Bryant, Miller and Olive and I have been asked to review the City's ability to finance the proposed Ocoee Charter School. As part of this review we have had discussions with HES and their advisors and consultants. We have reviewed the proposed structure and a draft of the profonna as provided by HES. We have nut attempted to determine the feasibility of the charter school nor have we attempted to determine the reasonableness of the draft proforna. Our response is strictly to discuss the City's ability to finance the project, its impact on the City's bonding capacity and to identify the potential risks associated with this transaction. While we have attempted to focus on all the risks associated with a project like this,this review should not be considered all-inclusive. The Proposed Financing Structure It is our understanding that the City will apply for and hold the charter contract to be issued by the Orange County School Board. Pursuant to Florida State Statutes, this will allow the City to be granted a fifteen year charter. The City would then enter into a guaranteed maximum price design/build contract with HES to construct the school building. The City will he the owner of the land and the facility to he built. The operation and management of the school will be delegated to an education management operator, such as a for profit charter school management company. I IFS initially proposes the costs of construction and equipping the school be structured as a $10.7 million. 25 year bond issue. The bonds would he a direct obligation of the City secured by a pledge of the net revenues of the Charter School. The bonds would also be secured by the City's pledge to annually budget and appropriate from non-ad valorem funds for any debt service shortfall on the bonds. the profonna anticipates with a budget and appropriate pledge that bonds Will obtain a "AAA' rating through an expected receipt of all insurance commitment from a major bond insurer, The bonds are expected to have a fully funded debt service reserve fund and interest on the bonds will be capitalized through the construction period plus an additional 6 months. Revenues of the Charter School consists of: State and Federal Grants, State of Florida BIT E dollars. Charter Capital Funding dollars and other fees income derived from the operations of the school including, before and after school care, daycare and interest income. This is for your information only and is not an offer to sell.or a evto2uon of an offer to buy,any securities that may be mentioned herein mmmmaton contained herein has been obRwed or dented from.sources behaved by us to he reliable.but we do rW represent rat II Is actuate or mnalete.Any opinions or estimates contained in the ilormatlw'contained herein constitute o-r judgement as of this date and are subject's change'flout notice First than Neu«el Sank NAM and/or one o.more of 's affiliates may provide edvme or may horn time to tree accube,hold or sell a position in any securitres that may be mentioned herein.FUNS is national banking subsidrau of Fos Union Corporation The puns offered ry FUNS Municipa exler.coless otvenvae specified.III are not FDIC premed.le)are not deposia or other obligations of the bank or guaranteed tv the bank,and Ill'nvoNe investment risks.including passib.e au of Prnnpal lu'esed. Mr. Ellis Shapiro December I,2000 Page 2 If the City decides to go forward,City Staff and the City's Consultants will work with HES and their consultants to determine if alternative structures can reduce some of the overall risk to the City. The ability to develop these risk reduction alternatives will depend on the time given to the Staff to explore these options. There is no guarantee that the bond insurers will approve any of these alternatives. Please note, no matter what the Final structure,ultimately it is the City's credit that is being used to secure the bonds. Impact on the City's General Fund Bonding Capacity We have been asked to discuss the impact to the City's Bonding Capacity if the City decides to issue the approximately SI0.7 million in bonds to finance the Charter School. Bond Capacity (ability to issue additional bonds) is the maximum amount of new bonds the City could issue if it leveraged all of its legally available revenues for the payment of debt service. This calculation is based on either existing bond covenants or expected bond covenants associated with debt secured by the City pledge to budget and appropriate for non-ad valorem funds. Bond Capacity changes annually based on availability of general fund revenues. Increases or decreases in revenues or tax receipts and expenses along with interest rates affect the City's bonding capacity. The calculation of the City's general fund bonding capacity does not include voter approved General Obligation debt(which is unlimited) or the City's enterprise systems. Please do not confuse bonding capacity with the revenue surplus. Currently, based on current market conditions, the City has the credit and ability to borrow up to SIS million. While the City has this additional debt capacity on a practical matter any increase in debt would require either an increase in revenues or a decrease in current budgeted expenditures. l'he City's Bonding Capacity will ultimately be decided by the covenants (anti-dilution test) that a bond insurer will require. Also, how the bond issue is structured and how revenues are accounted will also affect the bonding capacity. We have also assumed the School is set up as a separate enterprise fund, which will have all of the revenues and expenses flow through the City and the currently anti-dilution test as required by the covenants of the Capital Improvement Notes. Under these assumptions and under the assumptions and structure provided by IIES the City's bonding capacity would be effected under the following scenarios: I. If the Charter School is able to met the proposed requirements of the HES proforma: • Impact to the City's Budget-None • Impact to the City's Bonding Capacity-The City's Bonding Capacity would be reduced by approximately S2 million or up to SI6 million. 'Ibis reduction is due to the anti-dilution requirement associated with the City existing debt covenants. Additionally, it would be expected that a bond insurer may have a more restrictive anti-dilution test compared to the City's current bank loan which may also reduce the City's bonding capacity. 2. lithe Charter School fails to meet the proposed requirements of the HES proforma: • Impact to the Budget—In the event of a shortfall in revenues available to pay debt service payments on the bonds, the school would probably use the Cumulative Surplus Fund,which is described in the HES proforma, for the initial short fall. If such funds were not available then the City would be required to pay the short fall amount. • Impact to the City's Bonding Capacity - Since bonding capacity is a function of total City General Fund Revenues any short fall would have a negative impact on the City's Bonding Capacity. Mr. Ellis Shapiro December I,2000 Page 3 3. Worst Case - Revenues generated by the Charter School are insufficient to meet costs of operations and debt service payment and the City is required to pay debt service: • Impact to the City's Budget—Equal to the annual debt service payment-$800,000 and any other obligation of the School. • Impact to the City's Bond Capacity-The City's estimated bond capacity would be further reduced to approximately$7.4 million. Upon the occurrence of events of this magnitude several different things may have occurred. First. the manager may have allowed costs to increase above budgeted amounts. The manager may have done a poor job in educating students causing parents to move the students to other schools. This assumes the manager was able to initially fill the school with students based on its initial marketing efforts. Also, the demographics of the area may have changed such that there are insufficient students in the area of the school to fill the school- Keep in mind that the City will receive revenues from the State only' for the students attending the school. If the revenue shortfalls are caused by the first two events, the City would then probably cancel the existing management contract and attempt to find a new manager. This will take time and during the time it takes to refill the school with students, the City will be responsible for paying any shortfalls. If the shortfall is caused by a change in the demographics of the area,the City may also decide to close the school and sell the facility. The resale value of a special purpose facility like an elementary school may not result in sufficient funds to retire all the debt. In addition, the City also has the opportunity to increase its bond capacity and coverage ratio by refunding the Sun Trust Loan and extending the life of that debt which would lower its annual debt service. Comments on the Proforma While we express no opinions on the assumptions and the reasonableness of the draft TIES proforma, the following are observations as they relate to the proforma. The financial feasibility of the project is based on the ability of the Management Consultant to meet both (I) enrollment projections for K-5 students and other lee-based revenues and (2) keep operation expenses in line with projections. The School provides for a 600 student K-5 Facility plus an 80 student Pre-K. Based on draft revenue projections provided by HES approximately 83% of the available revenues (FTE and Charter Capital Funding dollars)are based on a per child funding basis. In addition Charter Capital Funding dollars are subject to Legislative appropriation with no guarantee that they will be continued The remaining revenues (16% will be from Pre-K, before/after school and summer school programs and investment income. These lee-based programs will be the only programs that the School will have discretionary authority to increase revenues. These revenues will also be subject to competing groups. Investment income is based on the Debt Service Reserve Fund and the Cumulative School Surplus Fund. Operating Expenses—Operating Expenses are estimated to he approximately 68%of total revenues. Total Expenses (Operating Expenses including debt service and management fees are estimated to be approximately 97'7 of total revenues). IIES projections show actual Net School Margins of I% to 3% annually excluding interest income assuming 100% enrollment (except in the first two years when the School will receive grants of$90,000 each year and student enrollments will be 540 and 570 respectfully). With interest income debt service coverage is estimated to be approximately 1.55x annual debt service when excluding the annual Management Fee, which is expected to be subordinate to debt, service payments. 'Faking into account the Management Fee, the debt service coverage ration drops to 1.13x. Based on these projections and discarding the use of the surplus funds the breakeven in terms of students is 600, the school projected capacity. Mr. Ellis Shapiro December I,2000 Page 4 Reserves-A key element of the financial feasibility of the project is the establishment and funding of the Cumulative School Surplus Fund. Annually, any surplus net revenues after the payment of debt service and management fees will be deposited into the Cumulative School Surplus Fund. This fund can be used as an emergency reserve for unexpected expenses and for renewal and repair to the School. This fund could also be available to repay the City for any amounts it has transferred to the School to cover short falls. However, since this will be the primary reserve for repairs the City would need to be careful in reducing this fund.A large part of this fund has been forecasted to be funded during the first two years of operation from surplus revenues afterward the expected annual contribution is approximately 2%to 3%of Total Revenues. A decrease in the Cumulative School Surplus Fund will result in lower investment income and less funds being available for future repairs. Other Risk and Considerations The following are risks normally associated with a Charter School. These risks to the City might result in the City paying some or net revenue shortfall for a short period of time or for the entire life of the bond issue. Some of these risks can be mitigated based through negotiation with the developer, the use of insurance or performance bonds or through he structure of the bond issue itself. Ultimately the determination to proceed maybe effected by how these risks are mitigated. Construction Risks - Typically in project financing such as this the ability of HES to construct the project to specifications, handle cost over runs or ability to complete the project is a substantial risk. It is our understanding that I-IFS will provide a gross maximum price contract which will address the completion of the school for a set price. The City must recognize that once the school is under construction change orders will he difficult to make because any additional costs will need to be paid by the City. Only unexpected cost overruns are covered by the contract. Also the contract will be fully bonded with payment and performance bonds. Opening Risk-Given the fact that the school will he owned by the City, the City will bear the risk of liability for personal injuries and other ownership risks associated with owning a public school. Such risks are insurable and subject to the City's sovereign immunity. Attendance Risk-Since the school is not part of the Orange County School System and not subject to mandatory attendance zones, the school will be subject to competitive forces i.e.: Public Schools including magnet school, private schools and other charter schools. Success of the Charter School will depend on the reputation of the school and the Management Consultant to attract and maintain significant student population to meet its budget. Management Risk The ability of the Management Company to effectively run and market the school is the key the to success of the School. While the Management Consultant fee is subordinate to debt service, the City may need to provide financial support even if the school is not meeting attendance or cost targets in order to keep a qualified Management Consultant. Market forces may cause a reduction in the student body even though the Management Company is performing at required levels. Renewal and Replacement Since the school is expected to be self-supporting, the only funds available for Renewal and Replacement is from the Cumulative School Surplus hind. If sufficient funds are not available the City will have to decide if they are willing to provide funds to meet any short falls. Mr.Ellis Shapiro December I.2000 Page 5 Availability of State Revenue— State HI and Capital Charter Dollars. Currently a charter school in Orange County would receive$4,185 per student in FTE dollars and $800 in Capital Charter dollars. The Charter capital dollars are subject to annual Legislative appropriation and the willingness of the Legislature to continue to provide adequate capital funding. Appropriation of capital funds is a function of the state's willingness to continue the program that is in place now and the overall state economy. • Charter Risk (I) Risk of Charter being revoked. The School Hoard may revoke a charter for cause. If that happens the City will be responsible for the debt service on the bonds. (2) The Bonds will be structured to mature over 25 years. The proposed initial charter runs for approximately 15 years or 10 years if the City is not the owner. The law provides additional 5- year extensions. If the City is unable to renew the Charter, the City will be responsible for the payment of the debt service on the bonds upon expiration of the charter term, however, if the school is performing pursuant to the terms of the charter the risk of non-renewal should he slight. Conclusions In conclusion, the City has the legal authority, financial strength and capability to finance the proposed Charter School through the issuance of the proposed bond issue secured by the net revenues of the school and a back-up covenant to budget and appropriate legally available non-ad valorem revenues. As with any project of this type there are associated financial risks. As I IES proforma demonstrates, the ratio of total revenues to total expenses is relatively thin (2% to 3%). Any major changes in the proposed assumptions including the cost of constructing the school, a major change in interest rates, and other projected fees and expenses, relating to the cost of the financing and/or the project could have a major impact on the financial feasibility of the Charter School. In addition, given the City's lack of experience in managing a public school, the City will be very dependent on the Management Consultant. The financial feasibility of the project ultimately will be based on the ability of the Management Consultant to meet revenue projections and to keep operation costs within budget. Since the City will be the owner of the School and will be guaranteeing the debt,we feel if the City is to proceed, it needs to proceed in a cautious manner with the goal of attempting to reduce the associated risk to the City. e"...,"// Sincere ,/0 ark P. Galvi ice President Ken Artin First Union National Bank Bryant, Miller and Olive, P.A. Attachments INCOME Sinn mENI Charter School Model for 600 K-5 and 00 Pr 2000n1 20O1101 2002101 20204 2004.05 owns amam 2wnoe 20E309 2009110 20310111 Occupancy for aced Slwlrn n 2001 arx Im% 00% ioox m% 00% Number or K5 51WM1 Sao WO 1� BOON M school projects 0 0 0 0 mo 0 0 Twat, IO.c3ools 0 1 I 1 I $0 0 1 1 1 I 1 I 1 oP.raw nlr4 GUM S •~ I 90.000 $ 80.000 Melt Foes S0 1218 OM $222A00 $73915a $232020 S243.110 3250 403 5251.015 $265.653 1273.022 6201.031 WS FIadI1 $0 12,322,000 SL624.330 12.73722 $2.510,230 $2 W,111] 12093027 1.2,000.055 13173015 13.202207 13306.315 After Wool SO $210244 $120502 122030 $255205 $202,023 S210011 S270.035 $207 J03 3203,023 $104,500 Summer School 10 $132.495 $110001 $147.640 11421006 S140012 3%40200 1140514 1140130 $140,947 $140.163 Suddu operational revenue S0 $ 20701313 $ 32052352 S 3201158 $ 3A69.305 S 3,557.027 S. 32300,430 $ 3.200,020 $ 3,074761 $ 3,895,750 $ 4,102,I00 Non-0Peradna Revenue I C9Qs9Fud'ry han TYNx4a 1V15) 452.418 . ' $01.0121 2 $633336 77 $$9,336'.:-. 156am10 $582,790 $003274 72; 181030E "f6NAl5 x $$6.024 .1W 3#dGRWNFW EMps H0103 140,109 ' "'Sa01W sit Y $40100 $16100 144109 r $4&IC. ' `1N$106 `' 5410E " S40100 , Pde14y Eartirms on Cash Reserve 0 51513E 122.I63 121,001 $15,190 344.446 315.299 MS,Q7 102951 1100.Wit SWOMI NOnOrn'XMal Revenue N96.557 355],W] b01,606 M23.448 S842.115 $673,345 $701.0m $732.10 $765.801 $622.14 Total Remo. 3.469.205 ].250.SS5 ]03T]B] .fB1 M] a,205.ia1 .333.704 a.67.101 .w73R 1,25?6S5 1W1318 Eapm..sucIoo/ 9Nw&Snots K-5 Teachers SO $720210 1754.005 3877.460 1903704 1030e07 3050624 5087.589 $1.017.216 51.041 733 11279,165 W 3216.401 S229.850 $262.595 $210423 $270507 $286.045 3205,6.53 $304.420 3313553 1322,259 Admnistrame S0 1130.050 S143.222 $47510 $151.944 $150,502 1161101 1165033 591014 $170.144 3131,420 SPedaey leaven $0 $204.050 3206.876 1211.09E $210474 $220.050 $232040 $232825 $242020 1264.431 3282A34 SWU14s SO 520.626 121345 321,00E $12.538 $23.214 S23911 324.830 525307 $20,120 S20,012 0wee4 SO 5200.405 1300.102 1337647 1342,717 3258.210 $369056 $300,025 $391120 3403.169 1415304 Alter Sdo'payroll oasis 50 373.001 116.360 $68,052 100.3214 $91.293 $94032 S90.053 $99,758 $102.751 $16,333 Suer Sdl payroll costs 10 5111.755 $120677 1130.035 3133.036 - m w m 1131.054 1142.092 5140355 $150,746 $155.26 $159.026 $0 11.701350 11 W4,50a 52.070.71 12,138.550 $2202.110 32208,796 12,336.001 $2.46.07 $2!79.170 12.5553.552 BD% 58% 02% 62% 62% 62% 01% 62% en 62% Io61mr153•81 mnal• Teacher led oasts 30 SO S0 $0 $0 $0 30 $0 s0 $0 $0 Classroom Supplies SO 122.000 $24401 120316 323.130 S28.902 120051 130.147 $31 M9 332.510 333500 media ma1Mn 10 30 30 5D S0 SO 30 10 $0 SO SD After School malerlats mils 10 $10467 121,105 $22047 $23.636 124.345 125075 125,027 326,602 $27.400 $25.222 S minor Semi mien*ants S0 122351 124,135 $20.037 520,7.61 $27,501 320416 $29,271 530.149 131054 131.96 50 364,176 S09,101 378,212 110561 180,917 36A45 185.645 180.421 101,023 $93805 2% 2% 2% 2% 2% 2% M 2% 2% 2% .nwawl 3 Computer oasts SO SO 10 30 30 50 s0 10 SD 50 50 S Mlnn anti 30 $70714 326.975 529210 320322 529.000 5.10 102 330.6 330.717 131030 3.11.30 M $ P rmets 10 30 50 SO SO 30 30 10 SO 30 $0 SO #0714 120.05 120,2 $NS 139.W1 132102 5]Oa1O 130117 01.031 13070 1% 5 1% 1% 1% 1% 1% 1% 1% 1% 1% wblasur.ia 30 14.702 S40271 152.014 $53574 155.161 150037 350,142 100.208 56E107 S63.670 wins 6 CUIoda $0 1169,435 $174,513 1170.754 Stints(' 1190701 1196.42 $202.314 1209.384 $214.615 $221,074 Maintenance $0 S48410 139,602 S51,330 552e09 154,486 $56.120 157.004 156.533 361224 S63.164 Properly Tan S0 30 S0 $0 30 50 SO $0 $0 SD $0 Audiptega90ven9N $0 1103600 $106.090 $100273 $112551 3115927 5110405 1122.087 $126877 1130477 1114]92 PSfl 1nlpka102 30 310300 110609 110927 511355 1.11503 $11.941 112.209 1126E6 313.040 S13.438 Tek¢mnuecaYvmfIdme $0 S30000 131.021 532,702 133.765 104 778 135022 530200 13009 530.143 $40317 Herr Trlpy<wads 10 SO270 36.540 10,035 310.130 510433 510746 311L59 111101 $11143 11205 (Km Nappies SO S15.460 115,014 $16.391 110083 $17.300 $17911 510440 319.002 119.572 $20,159 Slant prav3 SO S61 B00 303,654 f85.5H 107,531 100556 171 N3 373.792 S78.r6 $7036TnAtee SW,035 So $4,06 $4.0.1 $4.0.tl H,M] $4.000 34.000 N.0.tl N.W] 14.000 4,56 Oratme5M1-mnpmus So $0 $0 $0 So SO 10 10 $0 10 So 10 S401.267 151.293 1531,086 142732 1564.045 1500 047 1590,152 1815017 $634,336 S653,246 16% 0% 16% 16% 1,% le% Base Mvevalw.Fee 110%) 297074 320565 336.176 315040 355,79l T10 316W2 ]01, 70 395.10 4102%1 Total E.oenses 12.65e.001 52.63e030 53040360 13,140,214 122322713 53329.135 53.27,065 S3.520.557 53634.300 33.742,103 Net income Available for Bed Sconce BOO.as 921.516 911504 941620 071.964 I 004619 I w9.038 1.011.062 2111355 2162.034 Gon V.D Sice lPIopy Use Rate) 0 511532 607.320 607.020 807.320 607.320 601320 303320 607320 N2320 W)]20 OM Sena Coverage Rao Ise 114 1.13 117 120 I2a 126 133 '39 1.44 Nil Annual school surwlu. 150266 "4193 1,,14 14,308 1.4.1344 107329 232.516 270362 311.035 351,714 CummubOvamwl Surplus levee 402e61 5W,1" 43457 w014 1w5u0 .270a6 1,50030e 1e1%43 ern.p57 Reserve,Req*ma%Capital moprooneos 0 10,000 12.000 80.400 M,40 06,400 86.400 89.400 M,400 110.400 Somlos Cash Mam S90 Rale no Se'slee Reserve Fundf ammos 572% ASSUMPTIONS Charter School Model for 600 K-5 and 80 PreK Students Fiscal year 2000/01 2001/02 Cost/Revenue Growth Inflation/Salary growth 3.0% FEFP growth 3.0% Cost growth 3.0% Revenue growth 3.0% Student Population Early Learning Students 80 80 Early Learning Summer 28 K-5 School capacity 600 600 AfterSchool K-5 210 SummerSchool K-5 210 K-5 After school participation rate 35.0 Summer School participation rate 35.0% Funding/Fees Early Learning Average WEEKLY Fees $75 Early Learning Average ANNUAL Fees (36 weeks) $2,700 Early Learning Weeks 36 Early Learning summer fees $0 K-5 Average FTE Funding $4,300 After School Fees per week $30 After School Annual Weeks 36 After School Fees K-5 $1,080 $1.112 Summer School Weeks Total 10 Summer School Fee per week (K-5) $70 Summer School Fees K-5 $700 $701 Charter Capital (1/15 per student station) $ 837.87 $863 Facility Facility square footage 58,938 Square feet per student 69 Preconstruction and Development Services $267,240 Off Site Improvements $700,000 Preliminary B Facility Cost(Design/Construction) $6,681,000 Preliminary B Total Development Costs (Precon/Dev,/Design/Con $6,948,240 Facility Cost per square foot(Design/Construction) $113 Faciltiy cost per student station $9,825 Total Facility Costs with FFE $10,825 FL Statewide Avg Cost per Student Station (inc FFE $12,500 PLUG IN ANN Acres 10 Cost per Acre $ - Total Land Cost $0 $0 Furniture, Fixtures and Equipment $1,000 Technology, Books and Supplies $800 Furniture, Technology, Equip., Books and Supplies ( $1,800 $1,854 Total Students 600 Classrooms 30 PRELIMINARY-CONFIDENTIAL Ocoee Proforma-revised 110800.xls 11/8100 ASSUMPTIONS Charter School Model for 600 K-5 and 80 PreK Students Total FF&E Costs $1,080,000 Financing Interest Rate on Bonds 6.00% Tax exempt wi Bond Par Amount $ 10,715,000 $10,715,000 Lease Cap Rate 7.53% Debt amortization Schedule (years) 25 1 = lease payable at the beginning of construction 2 = lease payable at the end of construction 2 Capitalized Interest During Construction plus 6 mont $ 631,879 Plug# per Jer Average Outstanding 0.780 Capitalized Interest Period 16 Construction Period - 10 months Owner Project Contingency $ - Capitalized Pre-Opening management Fee $ 300,000 Cost of Issuance-capitalized $ 175,000 Plug # per Jer Debt Service Reserve $ 807,320 Plug # per Jer Debt Service $ 807,320 $780,600 Annual Debt Service (Rent)per student $ 1,346 Replacement Budget for FTEB&S Average Life of Items (in Years) 10 Replacement Amount per student station $ 144 Total Replacement Budget Per Year $ 86,400 Maintenance&taxes Propert tax rate 0.0% Utilities per sq. ft $1.50 Custodial services per sq. ft $2.00 Maintenance per sq. ft $1.00 Teacher assumptions Benefits % of payroll @ blended rate 22.5% Early Learning Teacher salary $35,000 K-5 Teacher salary $32,000 Aides salary $14,136 Aides wage per hour $9.50 Annual hours per aide 1,488 Early Learning Student to teacher ratio 60 K-5 Student to teacher ratio 25 K-5 Teacher to aide ratio 2.0 Early Learning Teacher to aide ratio 0.17 Specialty teachers per school 5.0 Specialty teacher salary $32,000 Curriculum Specialist $35,000 Substitutes $20,025 $20,626 Substitutes wages per day $75 Total substitute days 267 Summer School Payroll assumptions per student $500 $515 Summer School other expense per student $100 $103 After School Payroll assumptions per student $375 $386 After School other expense per student $100 $103 PRELIMINARY-CONFIDENTIAL Ocoee Proforma-revised 110800.xls11/8/00 ASSUMPTIONS Charter School Model for 600 K-5 and 80 PreK Students Administrative assumptions Head of School salary $75,000 Clerical assistants $30,000 Instructional assumptions Teacher texts per teacher $0 Student texts per pupil $0 Classroom supplies per classroom $1,000 Computers per classroom 6 Media room per school 1 Computers per media room 12 Lease costs per computer per year - $0 Lease costs per printer per year $0 Software cost per classroom per year $300 Software license for schools $20,000 Media materials per student $0 Other expenses ' Insurance per student $70 $72 Auditing/Legal/Oversight $100,000 $103,000 Printing/Duplicating $10,000 $10,300 Telecommunications/Internet $30,000 $30,900 Field Trips/Awards $9,000 $9,270 Office supplies $15,000 $15,450 Staff Development $60,000 $61,800 One-time start-up expense per school $90,000 $0 Misc. contingency%of revenue 0.0% Included in Ne Management Fee-as a percentage of revenue 10.0% Trustee $4,000 Charter Capital DOE AVG Student Station Costs: 1/15th Elementary Student Station Cost($) $ 12,568 S 837.87 Middle Student Station Cost($) $ 14,410 S 960.67 High School Student Station Cost($) $ 19,069 $ 1,271.27 Interest Earnings Surplus Cash Investment Earning Rate 5.50% Debt Service Reserve Fund Earnings Rate 5.72% Note: See Bond Debt Service Schedule for Capitalized Interest Payment PRELIMINARY-CONFIDENTIAL Ocoee Proforma-revised 110800.xls 11/8/00 DEC-01-00 13:99 FROM ID:90]6961]43 PAGE 1/32 FOLEY & LARDNER ATTORNEYS AT LAW POST OFFICE BOX 2193 ORLANDO, FLORIDA 32802-2193 111 NORTH ORANGE AVENUE, SUITE 1800 ORLANDO, FLORIDA 32801-2386 TELEPHONE: (407)423-7656 FACSIMILE: (407)648-1743 E-MAIL:SCOOKSON@FOLEYLAW.COM FACSIMILE TRANSMISSION TOTAL NUMBER OF PAGESL9(INCLUDING THIS PAGE) TO: PHONE: Ews SHAPIRO, CITY MANAGER FAX: 407/656-2322 407/656-6885 ROM: SCOTT A. COOKSON, ESQ. ENDERS DIRECT DIAL: (407) 244-3245 ATE: FRIDAY, DECEMBER 01, 2000 UENt/MATFER No: 020377-0542 siai ID No: 1681 MESSAGE: If there are any problems with this transmission or if you have not received all of the pages, please call (407) 423-7656. Operator: Time Sent: Return Original To: Gini Main CONRDENTIAUTY NOTICE THE INFORMADON tONTAINED IN THIS FACSIMaE_MESSAGE IS INTENDED ONLY FOR THE PERSONAL AND CONFIDENTIAL USE OF THE DESIGNATED REGIMENTS NAMED ABOVE. THIS MESSAGE MAY BE AN ATTORNET-CUENT COMMUNICATION,AND AS SUCH IS PRIVILEGED AND CONHDENTIAL. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT OR ANY AGENT RESPONSIBLE FOR DELIVERING IT TO THE INTENDED RECIPIENT,YOU ARE HEnEEY NOTIFIED THAT YOU HAVE RECEIVED THIS DOCUMENT IN ERROR, AND THAT ANY REVIEW. DISSEMINATION. DISTRIBUTION OR COPYING OF T115 MESSAGE IS STRICTLY PROHIBITED, IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR,P RASP NOTIFY US IMMEDIATELY OO6J 92914_) BY TELEPHONE AND RETURN THE ORIGINAL MESSAGE TO US BY MAIL. THANK YOU. DEC-01-00 13:99 FROM: ID•407E481743 PAGE 2/32 FOLEY & LARDNER MEMORANDUM cur,mM0203A73-NUMSER J).0542 TO: Ellis Shapiro, City Manager FROM: Scott A. Cookson, Esq., Assistant City Attorney CC: Paul E. Rosenthal, Esq., City Attorney DATE: December 1, 2000 RE: Charter School Contract with Haskell In our negotiations and correspondence with Haskell over the last several days we have come to an agreement concerning the terms of the Educational Services Agreement (the `Agreement") to place before the City Commission for consideration. However to date, I do not have a clean copy of this Agreement in its final form. I do have the Agreement in its final form which shows the latest blackline changes and have attached this version hereto. While the base Agreement has been agreed upon, we are still not in agreement as to the breakdown of the Spectrum of Services. Below are the general terms of the Agreement as well as a discussion concerning the Spectrum of Services. 1. Agreement. a. Deferral of Payments. The Agreement provides that the City is to pay for the services rendered by Haskell the amount set forth under each phase upon completion of that particular phace. As we discussed with City Staff, immediate payment for these services would not be feasible as the City has not budgeted funds for this project for this year. In our discussions with Haskell concerning this issue, Haskell is agreeable to allowing the City to defer platyr e under the Agreement until the City gets the Financing for the project, but in no ethan October 31, 2001. Thus, the City will not have to appropriate funds this year nor expend funds from any reserve account. While Haskell initially wanted any deferral to carry interest at a rate of ten percent, they have since agreed to allow for the deferral interest free b. Competition Haskell has agreed to not perform similar services for any other client which would result in competition with the Ocoee Charter School. Specifically, Haskell has agreed to not represent a client, other than Ocoee, for a school within a 5 mile radius of the final school site 006.201790.1 DEC-01-00 13 .45 FROM; ID:4006981043 PAGE 3/3? c. City Approval. Haskell has agreed to work closely with and meet periodically with City Staff through all of the phases of this project. No work under any new phase can begin until fully presented and authorized by the City Commission. d- Work Product. Under the Agreement, Haskell shall retain the rights to all design related documents. However, in the event the City enters into other agreements for other school sites with Haskell, Haskell is obligated to provide the City a discount for services that include the same design related documents. e. Termination. The City can terminate the Agreement at its convenience at any time and pay for the services rendered up to thirty days after notice of termination. The City also mainrains the right to terminate the Agreement in the event of default provided the default continues for ten (10) days after notice thereof. f. Management Agreement; Construction Agreement. The Agreement contemplates the City and Haskell entering into a Construction Agreement when the time arises for actual construction of the school. The Agreement also contemplates the City entering into a Management Agreement with Chancellor, or other educational management organization, for the eventual operation of the school. 2. um of Services. Haskell is not of Services anymore than they already are. I haveapr agreeable to toer ooth their downattorney the Spectrum Stacey Miller our proposal that the Phases be set forth as shown below: and to a. Phase 1 Preliminary Needs Anal One have mostly been completed and that there is not charge to the City foorsis. The isthesee servi elisted in s5e The last step in this Phase is to present the Educational Services Agreement to the City Commission for approval and authorization to begin Phase 2 services. b. e 2. rter necessary for the City to obtain the Charter. Anct.t the Mast this Phathose e would include item of Part A and item 3 of part B of the present Phase Two. The last step in this Phase would be to make a presentation to the City Commission regarding the Charter and seek approval to begin Phase 3 services. c. Phase 3. Acquisition of Property. Includes items relating to the acquisition of land for the school. This phase would include site due diligence, preliminary site feasibility and the identification of the permitting process. This Phase would also include making applications for available grants. Upon acquisition of the site, the last step in this Phase would be to make a presentation to the City Commission regarding the site and seek approval to begin Phase 4 services. d. Phase 4. Financial Modeling. Includes services relating to preparation of the preliminary financial pro-forma (item 6 of the present Part 13 of Phase Two). This 006.201290.1 _2 oEc-01-00 13.95 FROM: ID:4096461943 PAGE 4/32 Phase would conclude with a presentation to the City Commission as to the financial feasibility of the school and seek approval to begin Phase 5 services. e. Phase 5. Preliminary Design. Includes the services relating to the preliminary design of the school (item I of the present Phase Three). This Phase would conclude with a presentation to the City Commission of the preliminary design and seek approval to begin Phase 6 services. f. Phase 6. Management Agreement. Include the services relating to the negotiation of the management agreement (item 2 of the present Phase Three). This Phase would conclude with a presentation to the City Commission of the terms of the management agreement, seek approval to execute the management agreement and begin Phase 7 services. g. Phase 7. Final Design and Permitting.the final design of the school, the Includes the servicese relation contract (itemsnecessary permitting and negotiation of the conclude construction a 1 and 2 of the present Phase Four). This Phase would with a presentation to the City Commission of the final, design, seek approval to enter into the construction contact for the school and begin Phase 8 services. h. Phase S. Remaining Pre-Opening Services. Includes the remaining services necessary prior to the school opening Haskell insists that the services are not separable in the format presented above and is committed to insisting on the original five phases attached hereto. As we discussed prior to Thanksgiving it is our opinion that the phases as currently presented are too broad, obligate the City to do too much at one time, and unnecessarily removes the City Commission from the decision making process for larger phases as presented above would ensure segmentsy of ltde commit to sOnin thel other hand, the work at a time as the City progresses along thel City g wouldwith smaller portions of the earning curve with respect to charter schools. In conclusion, while there is no disagreement on the form of the base Agreement, it is our opinion that the Spectrum of Services needs to be broken down into smaller phases, at least the eight phases set forth above, which to this point, Haskell has been unwilling to do. Attachment(s) • -3- 006.20179o.1 IO.9096981943 DEG-01-00 13.45 FROM; PAGE 5/32 Draft Dated:November 2130 2000 CITY OF OCOEE EDUCA TONAL S VICES AC REEMENT THIS EDUCATIONAL SERVICES AGREEMENT(the "Agreement")is entered into as of the day of 2000, between ILASIfELL EDUCATIONAL SERVICES,INC., a Florida corporation ("TIES"),and THE CITY OF OCOEE,FLORIDA, a municipal corporation("the City"). WHEREAS, TIES has experience in (i) the formation of charter schools as defined in Chapter 228, Florida Statutes, (ii) the locating and acquiring of appropriate sites for charter schools, (iii) acquiring design and construction services for the construction of charter schools, and (iv) obtaining educational management services for the opening and operation of charter schools; and WHEREAS, the City through its Request for Qualifications#0005 (the "RFQ") selected HES to (i)prepare an initial assessment of the City's immediate and long term educational needs, (ii) establish a plan of response to the assessment, and (iii) cause to be designed, developed and operated one or more new schools; and WHEREAS, the parties wish to enter into an agreement to begin the implementation of the services called for in the RFQ and to provide for the design, development, construction and operation of an elementary school(the "School"). NOW, THEREFORE, in consideration of the mutual promises, conditions and covenants herein set forth, the parties agree as follows: 1. HES Services. The initial services to be provided by TIES pursuant to the RFQ - 1 - DEC-01-00 13;46 FROM. IO:4096981943 PAGE 8/32 (the "Services") are described in several phases in the Spectrum of Services attached hereto as Exhibit A(the"Spectrum"),HES shall use its commercially reasonable efforts in performing the Services,either itself or by contractors and consultants under the direction and control of HES. 2. Corn ensatio u Due FIES. The Services being provided by HES under this Agreement may include the creation of a not-for-profit corporation or other type legal entity controlled by the City to own and/or be the tharter applicant for the School(the "Owner"). HES will enter into a contract with the Owner or the City for the design and construction of the School. With the assistance of HES, the Owner or the City will use its best efforts to negotiate and enter into a contract with Chancellor Academies, Inc. or other educe 'oval manaeeme r m aaization for the operation and management of the School. The general terms and provisions of the proposed management agreement with Chancellor Academies, Inc are listed on Exhibit B. The Services perforated by HES under this Agreement shall paid for as part of HES's development, design and construction fee being paid from the proceeds of the financing for the School, such financing may be in the form of municipal bonds issued by the City or with the City's financial support or such other financing source selected by the City (the "Financing"). The City shall pay TIES, for the Services rendered hereunder, the amount shown at the end of each phase described on the Spectrum. Payment shall be due from the City within sixty (60) days after receipt of notice from HES that the Services in that phase have been completed. The City may elect to defer payment to HES for the Services 0 until closin on he F"nancin but in no event be and October 3311 2001 Amounts paid HES by the City will be reimbursed to the City upon closing of the Financing. That portion of the Compensation for Services which is shown as the "Third Party Consultant Budget" shall be paid based on the actual amount invoiced, but not to exceed the amount shown on the Spectrum. Payment shall be due upon submission of an invoice from a -2- DEC-01-00 13.48 FROM ID=90]6961]93 PAGE ]/32 third party consultant. The City may at its discretion contract directly for the Services described in the Third Party Consultant Budget. 3. Representationstions an�anh (a) By HES. HES hereby warrants and represents to the City that HES is duly organized,validly existing and in good standing under the laws of the State of Florida, that it has full power and authority to carry on its business as presently being conducted and as contemplated to be conducted hereunder and to execute, deliver and perform its obligations under this Agreement, and that the person executing this Agreement on behalf of HES has been duly authorized to execute and deliver this Agreement on behalf of HES. (b) By the City. The City hereby warrants and represents to HES that the City has full power and authority to enter into this Agreement, that this Agreement has been fully authorized in accordance with Florida law, and that the person executing this Agreement on behalf of the City has been duly authorized to execute and deliver this Agreement on behalf of the City. 4. Staffing. HES shall be responsible for providing a project team satisfactory to the City at all times during the term of this Agreement. A description of the various positions constituting the project team, the identity of the individuals initially filling such positions, and a brief description of the responsibilities of each of such individuals shall be provided the City contemporaneous with execution of this Agreement by TIES HES shall exercise full control and direction over the employees and subcontractors of HES performing the work covered by this Agreement. Any changes in personnel that may be reasonably requested by the City through its authorized representative, whether relating to the number of employees or subcontractors assigned to the work or the acceptability of particular employees or subcontractors,shall be made as soon as reasonably possible. Neither HES nor its employees or agents shall be deemed to be the City's employees or agents. It is understood that HES is an independent contractor for all -3- DEC-01-00 13=46 FROM: ID:4076481743 PACE B/32 purposes and at all times. HES is wholly responsible for withholding and payment of all federal, state and local income and other payroll taxes with respect to its employees including contributions from them as required by law. 5. IIES's Service to Other Clients. The City acknowledges and agrees that HES may perform similar or identical services to those provided herein for various other clients of HES, including clients which own and operate facilities similar or identical to the School; provided however that HES shall not provide services in connection with a school located within five(5)miles of the School. 6. Limitation on Authority. HES has no right or authority, express or implied, to commit or otherwise obligate the City to any third party. 7. Communications; City ApprovaL HES and the City agree that good communication between the parties is essential to the successful performance of this Agreement, and each pledges to communicate fully and clearly with the other on matters relating to the Services. The City will designate a person or persons to meet periodically with HES to provide information necessary for HES to perform the Services hereunder, and to approve or disapprove requests for consent or approval in connection with the Services; provided, however, that authorization to begin work under each phase of the Spectrum shall require City Commission approval. Such response to any request for consent or approval shall be given on behalf of the City within the time reasonably requested by HES. Such request for consent or approval may pertain to matters such as budgeting, design, and scheduling relating to construction of the School,unless the authority to give such consent or approval has been delegated to the Owner. 8. Additional Services. The parties acknowledge that the Services provided for herein are not all of the services covered by the RFQ and that the City and HES may enter into additional agreements for services pursuant to the RFQ, including for the development, design, construction and operation of additional schools. '4- OEC-01-00 13 :97 FROM! ID:407E4B1743 PAGE 9/32 9. Indemnification. HES ag rees to indemnify, defend and save harmless, the City, its officers, elected officials, consultants, agents, servants and employees from and against any and all claims, loss, cost, expense, liability, damage or injury, including legal fees and disbursements, that the City, its officers, elected officials, consultants, agents, servants or employees may directly or indirectly sustain, suffer, or incur as a result of HES's or its subcontractors' negligence in connection with the performance of the Services hereunder. HES agrees to and does hereby assume, on behalf of the City, its officers, elected officials, consultants, agents, servants and employees, the defense of any action at law or in equity which may be brought against the City, its officers, elected officials, consultants, agents, servants or employees, arising by reason of such claims and to pay on behalf of the City, its officers, elected officials, consultants,agents, servants and employees,upon demand, the amount of any Judgment that may be entered against them, individually, jointly or severally, in any such action. Notwithstanding the foregoing,HES's obligation to indemnify and hold harmless shall not apply to the extent such claim, damage, loss or expense is the result of the negligence of the City, its officers,elected officials,consultants, agents,servants or employees. 10. Insurance. HES shall secure and retain,or shall cause to be secured and retained, such policy or policies of insurance as to protect against all claims arising from the Services performed hereunder. HES shall submit insurance as shown on Exhibit C hereto to the City for review and approval, which approval shall not be unreasonably withheld, but all insurance carriers must have an A. B. Best& Co. rating of at least "A". The insurance coverage provided by FEES hereunder shall name the City(as its interests may appear) as an additional insured and loss payee. The City hereby waives any rights it has against HES on account of any loss or damage occasioned by TIES arising from any property covered by the insurance maintained pursuant to this Agreement, but only to the extent of such insurance coverage. TIES and the City each, on behalf of its respective insurance companies waives any right of subrogation that such -5- DEC-01-00 13.47 FROM: ID=90w6461093 PAGE 10/32 insurance companies may have against the City and HES,as the case may be. 11. Confidentiality. Information, written, oral or otherwise expressed, including any specifications, drawings, sketches, models, samples, data, computer programs, reports, work, work product, documentation, or other technical or business information, furnished or disclosed by HES to City under this Agreement or in contemplation thereof shall be deemed confidential or proprietary to HES. Unless such information was previously known to the City free of any obligation to keep it confidential,or is subsequently made public by HES or by a third party having a legal right to make such disclosure,it shall be held in confidence by the City. Notwithstanding, both parties acknowledge and recognize that the City is subject to the Florida Statute Chapter 119 known as the Public Records Act and that those documents subject to disclosure as provided therein are excluded from the prohibitions contained in this paragraph. 12. Work Product. All reports and documents prepared by the City and/or HES under the terms of this Agree vent shall, upon payment as provided for herein, become the exclusive property of the City. HES shall however retain title to all design related documents, including architectural plans and specifications, prepared by it hereunder or pursuant to any subsequent agreement between it and the City. Notwithstanding the foregoing, in the event desipu related documents prepared by HES under this Apreement are used hi future protects between HES and the City, HES aerees to perform the design services relative to said work product for a mutually agreed upon fee to be negotiated under any such future agreement,discounted to reflect any savings created by reusiur the design. 13. Termination. (a) Termination by the City Without Cause. The City shall have the tight to terminate this Agreement at any time without cause, such termination being effective thirty (30) days after receipt by HES of written notice to such effect. If the City terminates this Agreement without cause pursuant to this Section the City shall, within thirty (30) days after the effective -6- DEC-01-00 13 :47 FROM: ID=9096981943 PACE 11/32 date of termination, pay HES the prorata amount due for Services rendered to the date of termination as described in paragraph 2 hereof and the Spectrum of Services. (b) Termination by the City for Default. If HES (a) shall be judicially declared to be insolvent or file a petition for bankruptcy or reorganization, or (b) shall make a general assigrunent for the benefit of creditors, or (c) shall otherwise default or fail to perform any of the covenants and conditions of this Agreement, which default or failure continues for a period of ten (10) days after receipt of written notice from the City to HES, then the City may terminate this Agreement in whole or in part by sending written notice to HES. Termination shall be effective upon receipt by TIES of such termination notice. In the event of termination under this paragraph HES shall be entitled to be paid the prorata amount due for Services rendered to the date of termination as described in paragraph 2 hereof and the Spectrum less the City's out of pocket costs, expenses and actual damages suffered as a result of the default by HES. (c) Records. After the termination of this Agreement for whatever reason, and payment of all amounts due from the City, HES shall deliver to the City any and all information secured by it during the course of HES's representation of the City. 14. Notices. Any notice,request, or demand given or required to be given under this Agreement shall, except as otherwise expressly provided herein, be in writing and shall be deemed to have been given when (i)mailed by certified mail, postage prepaid, return receipt requested, (ii)by prepaid deposit with an overnight express delivery service, or (iii)by personal delivery,to the other party at the address stated below or at the last changed address given by the party to be notified as hereinafter specified: To HES: Haskell Educational Services,Inc. 114 East New England Avenue,Suite 5 Winter Park,Florida 32789 Attention: Stacy Miller -7- OEC-01-00 13.48 FROM. ID.9096981943 PACE 12/32 To the City: The City of Ocoee 150 N.Lakeshore Drive Ocoee,Florida 34761-2258 Attention: City Manager Either party may however, at any time, change its address for notification purposes by written notice stating the change and setting forth the new address delivered as herein provided. 15. Waivers. No delay or omission by either party hereto to exercise any right or power accruing upon any noncompliance or default by the other party with respect to any term of this Agreement shall impair any such right or power or be construed to be a waiver thereof, except as otherwise herein provided. A waiver by either of the parties hereto of any of the covenants,conditions or agreements hereof to be performed by the other shall not be construed to be a waiver of any succeeding breach thereof or of any other covenant, condition, or agreement herein contained. 16. Paragraph Headings. The paragraph headings herein are for convenience and reference only, and in no way define or limit the scope and content of this Agreement or in any way affect its provisions. 17. Applicable Law. This Agreement shall be governed by and construed in accordance with the laws of the State of Florida. 18. Compliance with Laws. HES shall, at its own expense, comply with the provisions of all applicable federal, state, school district,county or municipal laws,requirements and regulations applicable to the Services being provided by it hereunder. HES shall further comply with all rules and regulations and licensing requirements pertaining to its professional status and that of its employees, partners, associates, subcontractors and others employed to render the Services hereunder. 19. Entire Agreement This Agreement contains the entire agreement between the _ 8 _ DEC-01-00 13,48 FROM! iD=9096481943 PAGE 13/32 parties hereto with respect to the subject matter, and any agreement hereafter made shall be ineffective to change, modify, or discharge this Agreement or any other existing written agreement in whole or in part unless such agreement hereafter made is in writing and signed by the parties hereto. 20. Execution in Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original, and all such counterparts shall together constitute but one and the same instnanent. 21. Attorneys' Fees. In the event any litigation shall be instituted for the purpose of enforcing any of the provisions of this Agreement, the prevailing party or parties, as determined by the court having jurisdiction thereof,shall be entitled to recover,in addition to all other relief, an amount equal to all costs and expenses incurred in such litigation, including, without limitation, reasonable attorneys'fees at the pretrial level,the trial level and in connection with all appellate proceedings. 22. Assignability. This Agreement is only for personal services and may not be delegated or assigned by HES, except to its affiliates. Any purported delegation of duties or assignment of rights by TIES under this Agreement is voidable by the City. 23. Severability. In the event that any one or more of the provisions contained herein shall for any reason be held to be unenforceable in any respect under the law of any state or of the United States of America, such imenforceability shall not affect any other provision of this Agreement, but this Agreement shall then be construed as if such unenforceable provision or provisions had never been contained herein. IN WITNESS WHEREOF the parties hereto have duly executed this Agreement as of the day and year first above mentioned. -9- DEC-01-00 13=90 FROM. 1D.4096461943 PAGE 14/32 ATTEST: HASKELL EDUCATIONAL SERVICES,INC., a Florida corporation Jean Grafton, City Clerk By Its (SEAL) "HES" FOR USE AND RELIANCE ONLY BY THE CITY OF OCOEE, FLORIDA; THE CITY OF OCOEE,FLORIDA APPROVED AS TO FORM AND LEGALITY THIS day of ,2000. By S. Scott Vandergrift,Mayor FOLEY&LARDNER APPROVED BY THE OCOEE CITY COMMISSION AT A MEETING HELD By: ON 2000 City Attorney UNDER AGENDA ITEM NO. "City" - 10- DEC-01-00 13:4S FROM. 10:4076401743 PAGE 15/32 EXHIBIT A [Spectrum of Services] _ II - DEC-01-00 13 .40 FROM: ID:4076481743 PAGE 16/32 EXHIBIT B [Terms of Management Agreement] - 12 - DEC-01-00 13:48 FROM: ID:407E481743 PAGE 17/32 EXHIBIT C Insurance TIES shall maintain the following insurance in amounts not less than those specified below: I. Workers' Compensation Coverage Limits: Statutory in accordance with the laws of the State of Florida II. Employer's Liability Coverage Limits: $2,000,000-Each Accident/Injury $1,000,000-Each Employee/Disease $1,000,000-Disease/Policy Limit III. General Liability Coverage Limits: $2,000,000 - Combined Single Limit for Bodily Injury and Property Damage Per Occurrence and $2,000,000 General Aggregate. This Aggregate shall apply separately to this project Above to be written on an occurrence form and to include: Blanket Contractual Liability: Products/Completed Operations; Independent Contractors; Broad Form Property Damage; Personal Injury (Employee Exclusion deleted); "X", "C", and "U" Exclusions deleted. IV. Automobile Liability Coverage Limits: $2,000,000 - Combined Single Limit for Bodily Injury and Property Damage. V. Professional Liability Insurance Limits: Not less than$2,000,000 per claim, with a maximum deductible of $250,000 per claim. VI. Property Insurance - 13 - DEC-01 -00 13.49 FROM: tD:4006981093 PAGE 18/32 Limits: As required by the Management Agreement for the School. - 14- OEC-01-00 13 .99 FROM: 1D:4076401743 PAGE 19/32 VII. School District Error or Omissions Liability Limits: As required by the Management A gteement for the School. VIII. Student Accident Insurance Limits: As required by the Management Agreement for the School. - 15 - DEC-01-00 13 .49 FROM: ID-4076461743 PAGE 20/32 REVISION LIST------------ The bracketed numbers refer to the Page and Paragraph for the start of the paragraph in both the old and the new documents. [1:1 1:1] Changed "21" to "30" [2:2 2:2] Changed "Inc. for" to "Inc. or other ... organin Lion for" [2:2 2:2] Changed "for up to ... otherwise due" to "until closing ... October 31,2001" [7:17:11 Changed "and the City. " to "and the City. ... the design." This redlined draft, generated by CompareRite (TM) - The Instant Redliner, shows the differences between- original document : U:UULIE-SIMIvIONSW225 - HASKELL\#225-005 - OCOEE (HES 2001)\EDUCATIONAL SERVICES AGMT REVISED 112100.WPD and revised document: U:UULIE-SIMMONSW225 - HASKELL\#225-005 - OCOEE (HES 2001)\EDUCATIONAL SERVICES AGMT REVISED 113000.WPD CompareRite found 4 change(s)in the text Deletions appear as Strikethrough text Additions appear as Bold+Dbl Underline text - 16- DEC-01-00 13.49 FROM: ID:4076481743 PAGE 21/32 City of Ocoee's Charter School SPECTRUM OF SERVICES PREI.IMINAR NEEDS ANALYSIS—An initial review of Ocoee's public schools to determine the immediate and long term education needs in the community. This study will address the three categories Mow and provided the services described. 1. Information Gathering ❑ Work with District staff to collect all available data regarding the West Looming Community o Review planned school sites ❑ Investigate alternative sites o Map area and existing schools o Analyze school populations,#of portables,transportation routes projected growth, special programs MCI capital improvement plans. ❑ Plan educational programming,curriculum,technology and student achievement levels. 2.Evaluate Market n Survey markets including demographic study identifying population and growth projections o Meet with District,County,City and development community to determine cement and future development plans,transportation patterns,large employers,etc. , 3. Determine Need o Determine size of school(s),type of campus,#student stations Locate potential sites for school(s) a Determine area/students to be served,attendance zone and impact on existing learning community u Determine educational focus(themes,programs,and specific curriculum). 3 PREPARE AND SUBMIT CHARTER APPLICATION -'— o Identify applicant, stakeholders,governance,and mission statement,curriculum,programs, and technology and operation budget. o Coordinate with School Board and solicit community input 4 BEGIN PRELIMINARY FINANCIAL ENGINEERING o Develop preliminary financial pm-forma o Develop financing structure 4 DELIVERABLES • 1. Education Service Agreement(ESA) 2. Preliminary Needs Analysis and charter school development plan 3. Charter Application(DONE) PRESENTATION TO STAFF 10/19/00 (City Manager,City Attorney and Financial Advisor(FA)) PRESENTATION TO CITY COMMISSION 11r1/00 HASKELL EDUCATIONAL SERVICES,INC 11/16/00 Page 1 DEC-01-00 13:49 FROM: ID:4076481743 PAGE 22/32 SPECTRUM OF SERVICES L. DECISIONS Approve Preliminary Needs Analysis and development plan 2. Execute Education Service Agreement 3. Authorize Phase 2 services 4 COMPENSATION FOR SERVICES S No Cost to City) II EDUCATIONAL SERVICES.INC. ,1/16/CO Page 2 DEC-01-00 13= 50 FROM. ID.4046461443 PAGE 23/32 SPECTRUM OF SERVICES , FORMAL I+EASIBIl.f1'Y STUDY-A thorough description of Um proposed school(s)including Ihr lrgeted student population,school planning and operations,site identification and development requirements. The study will address the seven categories identified below and provide the services described. U, PART A S 25,000 1. Charter Application Process ❑ Negotiate charter application-curriculum design(standards,assessment,matcrials/boolcs),school planning (facility design coordination,TPFE coordination,fee base programs,service providers)and school management ❑ Interview with school board o Presentation to school beans ❑ Conduct community meetings • u If Deny, State appeal 2. Define Student Population ❑ Evaluate demographics including population age,family size.income level,anticipated growth,number of households,determine Pre-K needs(existing and Marc),existing and planned community development, analysis of all other variables cltcct student population 3. Size School Identify number of schools needed and timeline for openings Determine grade levels o Determine number of student stations,campus size and facility square footage ❑ Provide conceptual campus and facility design ❑ Create development milestone schedule n Evaluation of relief realized by the district(portable reduction,over crowding reduction,capital rcallocationhelief and impact on district's 5-year capital improvement plan) 4. School Planning - ❑ Provide outline for school planning including fee base programs,integration of campus programming, marketing plan for recruiting teachers,students and staff;benefit and salaries, food service,transportation, maintenance services,and proposed cashflow statements , o Certification of Needs Analysis and Feasibility Study 5. Pursue Partnerships o Identify roles of School Board,City and other potential partners for charier school development o Propose ownership structure and governance. ❑ Propose Board members 6. Identify Site ''LASKELL EDUCATIONAL SERVICES,INC. .VI6/0a Page 3 DEC-01-00 13: 50 FROM: IO:4076461743 PAGE 24/32 SPECTRUM OF SERVICES II. PART B $ 35,000 [Mdwettbird p.tr eauultmi..,+i¢,) — 1. Negotiate Land Agreement : 2. Site Due Diligence u Provide preliminary site analysis report for each site. Haskell will create a separate budget for third party consultants for the following work—surveys,topographic study,geo-technical and soils reports,Phase I(and II,if required)environmental reports and wetland reviews. The report will evaluate the following: ❑ Obtain aerial,property appraisal info ❑ Determine land use and zoning o Determine buildable area and constructablitiy ❑ Identify access a Utility locations and providers ❑ Identify water management district and requirements ❑ Boundary survey,including topographic study(priced in consultant budget)o Wetland report(priced in consultant budget) ❑ Determine casement requirements ❑ Determine off site requirements(road improvemalts,signa1,zation,side walks retention requirements) ❑ Preliminary site plan o Environmental report—Phase I only(priced in consultant budget) o Soils review—Geotechnical assumes 2 buildings and borings(pried in consultant budget) ❑ Concurrency review and traffic sandy(priced is consultant budget) . Begin negotiating Charter Contract 4. Apply for Grants(after receipt of contract) ' 5. Preliminary Site Feasibility and Master Planning o Plan strategy for land lease or site acquisition o Identify easements,right of way,entitlements o Prepare survey and legal descriptions ❑ Investigate Phase I environmental studies,determine if phase 2 is required ❑ Investigate soil testing 6. Preliminary Financial Modeling o Determine stakeholders a Determine Issuer ❑ Determine Guarantors o Financing requirements u Other sources-grants and/or sponsors O School District's involvement L❑ Deliver model proforma and cash flow o Meet with rating agencies and bond insurers .❑ Prepare and present financing proposal to partners —ivcxn 1.EDUCATIONAL S2RVICES,INC. 11/16/00 ' Page 4 DEC-01-00 13.50 FROM. ID:4076481743 PAGE 25/32 1 SPECTRUM OF SERVICES I. Identify Development and Permitting Process 1 Identify Agencies and Authorities ❑ Provide permit process a Deliver site acquisition plan ❑ Provide key date schedule ❑ Review code requirements -i DELIVERABLES ❑ Feasibility Study -) DECISIONS ❑ Approve Feasibility Study • ❑ Approve Financing Structure ❑ Authorize Phase 3 services 1 4 COMPENSATION FOR SERVICES Total for Phases IIA&IIB $ 60,000 ❑ Thud Party Consultant Allowance: 1. $12,000 Boundary survey,including topographic information and trees 2. $ 5,000 Phase I environmental study 3. $ 5,000 Goo-technical review(assumes 2 building and borings) 4. S 5,000 Traffic Study 5. $ 4,500 Land Acquisition-recording,legal and title Third Party Consultants S 31500 TOTAL: $ 91,500 _s,A$trlt EDUCATIONAL SERVKfS.INC :Amon Page 5 DEC-01-00 13: 50 FROM. 1D:4076491743 PAGE 26/32 SPECTRUM OF SERVICES PITASE THREE: 1. Preliminary Design and Pricing ❑ Determine functional relationship and program requirements u Refmc prototype floor plan ❑ School planning o Determine wetlands and environmental requirements to Determine off site requirements o Determine Code compliance to Preliminary Civil Design ❑ preliminary ArchitectnralDesign o Design/Construction budget o Project Schedule to Coordinate fumiturc, Clxture,equipment,technology and book with Chancellor(design,procured,installed by Chancellor) 2. Negotiate Management Agreement D Curriculum and perfonnance assessment ❑ Text books and library selection -µ1 TEFE coordination • Personnel administration o Teacher and staffing requirements o Accounting,budgeting,auditing ❑ Payroll services o Management Information Systems ❑ Food and nutrition services o Transportation ❑ Marketing and Public Relations u Grant Solicitation ❑ Coordination with School Board,community,owner o Safety and Supervision o Facility Operations and maintenance ❑ Contracted service management(lawn,custodial) • 'MAXCP.ri EDUCATIONAL SERVICES.INC 11/WCO Page 6 DEC-01 -00 13: 51 FROM: ID:407E401743 PAGE 27/32 SPECTRUM OF SERVICES 13. Continue Pre Opening/Administrative Services 4. Begin Permitting 4 DELIVERABLES "'- ---------- 1. Site master planning and preliminary design documents 2. Guaranteed price for design and construction 3. Total project costs including reconstruction,financing costs,development/design/construction,pre- administration • 4. Final financing documents 4 DECISIONS I. Approve site feasibility and master plan 2. Approve preliminary design documents 3. Approve design and construction price and total project costs 4. Approve financing model and documents 5. Authorize final phases of school development 4 COMPENSATION FOR SERVICES $150,000 • "YASYEI.L FDUCAUONALSaRVICLS.INC. In6/m Page 7 DEC-01-00 13. 51 FROM. ID.9096401093 PACE 2B/32 SPECTRUM OF SERVICES DESIGN/PF.RMIT/CONSfRUCf(ON/OPERATIONS—The services included in this phase will cause for c final design and eons)ruction of the campus as well as the completion of the pre-opening services (school staffing and training,planning,student recruitment,etc.) 1. Complete Final Design 2. Coordinate Technology,Furniture,Fixtures,Equipment • 1 3. Permitting ❑ Site permit ❑ Building Permit ❑ Off sitc permitting requirements — ❑ Water Management 4. Construction 5. Curriculum Design,School Planning,Recrnitment 4 DELIVERABLES -- 1. Management Agreement 2. Final design documents 3. Final project schedule ' ❑ COMPENSATION FOR SERVICES Total Project Price , l-`MAOMI w1GnoNAEsavwwec INC. unum Page 8 DEC-01-00 13. 51 FROM‘ 1D•4096461993 PAGE 29/32 SPECPRUM OF SERVICES NFU VERY—'this phase will complete the development and construction effort, including school acceptance by permitting authorities and Owner. Student recruitment,staff training and deceit,pment me completed in this phase. The Ocoee Charter School will be ready for opening! I. Establish School Operations 3. Final Agency Approvals o Building(County,District and DOE) u SITE o Off Site o Wain Mgt. u DEP o Utility U OTHERS 4 Final Delivery/Installation/Testing for Techaolopy,Furniture,Fixtures,Equipment and Books 4 Student Registration �tAIXrl1 A neATIONAl-S,avloS.ING 1/16/co Page 9 DEC-0I-00 13. 51 FROM! 10!4 ?69101753 PAGE 30/32 DEC-01-00 13: 51 FROM: ID 407E481743 PACE 31/32 DEC-01-00 13= 52 FROM• 10.40764E11743 PAGE 32/32 V , .7 1 ki' ! . 1: e 1 ' iz1) . 4 . . ;kl: . I 1 r ‘,4t i 1' .44 44 '4 ' 1 . 1° illialli / 4405‘ 'A ) 44 t1)+Si(iit I 4 4 401 ) 44 tiol:1(41 4 I 4 le ki:C:i ' 11144 )" 1 '1:41b/ ' v4i'/ ' . ' .-; ",. iclkk„ i ei, . , # . ; . . .„1.., 'In v v - ‘ • ka 4.. lio A V., j.4, rr, , ( 4 y _§.., soiltIklf .ti .1 14i rriii . irt .‘ ' t 1 I 4: ' v-icilf y 9r i 1 ilfit . -11 41 - 4 V 1• 0 446 1 ' ii .,.. 4 i 1,, I Ati . ‘ 1 L. 4 .)# V% i I 44t0 P. 41 i Yi? ill'I. 'I Iii.lb 4. i i 001' Is. % It'. 1. ° j .11:111' i 0011. )1 k N 1 I 1 i.it:t11 ° i • 11 )1° 2001 txti , , • ., ,, , ID • 0 • •44 ; iii ,t(i/j PUBLIC CHARTER • � c , SCHOOL INITIATIVE y\ • 44• -II 41 _ i iii,,,i : i 11):Ti; 0 iv7t,' Vr''' ' ‘%e6.%1r, ',:r, • fite , . ' ,., . pi Int ,i N " r‘A1:14seq, 0 1 k` 7\u- If.' . \ " ' ..:411:V. ,� + • titi . 2 „ 1, !:,1 tx.ii,e, . , t, 1,:,1 IA ,14.)6, 0 P .e .4 11 % 0 , 44,1v ki Ilk Id , 0 , 44,)11 , ki :tity • r taiii 1 , te .. . 4it i4. . I ye ., ” Ili ilk, , • bbre,. , .kir 4 0 ohoil , . Ir i .0 04,0 ,, , , .iv hi, • ft; ' V 1 . l'' ' iti 1 IIS iP Is#Ffi II 1 4'1 1 f i f.# : %1 . I ill S 'P*( . 1 4 I r 6 iltdiiii 4,,,,,, % a i Fiiel 4witik, It t 101% t , iii i h.) 6 :skt riftli 14., .p.:5%is A .,,k, ri, 1 ik :i . 1 h ii 0is, ' . ill -41 ' 1100. ' c2: 1179tk, • /4),It, • � ii44.44iii t [f�� rill � . �.,, r),1� � �sb � ��' 1 i � Ir' sit Y •• ' 1 lik k illi 14\ 4 " rti r It 411041; Arbvp7t 4,5(il.), ,1\ a . i . t. Yr lik, N . d 4,4 ' A •I el J ‘ Iii. Ni i 4 4,4 ' 1 • 44ifisE6 Id 414 0 .4'w )101 HASKELL EDUCATIONAL SERVICES 4', I •1 ' : 04'. - 7 i ; irvil i. - 7 . ,mak--7- ii ��f 1 ig : 44 `,,, CHANCELLOR ACADEMIES • r h,ilik,4r , , 5 Itk.ifiiti . , 41% grk ! „); -41 -, f t -„ vw.vr.4-1% al% ! , . . ' I1 ,, 1 ti sM + + 4141 M i 1 ' 141 + + + ` my SIU. lir /ry rr► ler 1 4714 t ter:414.1 A y:4.7:74..Aice°;.-. . A •';i4,0.1t434trlm 41. ir.;: .11:i 2001 .., .) . ,,,. , ,, ,. .*,,, 1 o, S'" PUBLIC CHARTER ,:t.,' . • YSCHOOL INITIATIVE :I'll :VI } giI`n • , • .••a,,;, ••Cra• ..": 47 5t1t ii1 ,r lY , A ,�,..> .10. . 1X% Ae411 > ,/ • ,,,,tieK %/41.'iliNo.i -44,7r. ,-.:,..,,. . 'ft ittp.v. .,-. • . ,g4 • tp, + ,•.•.. HASKELL EDUCATIONAL SERVICES �.� 4. t b►• KL: I'; _.1.v 1 .• i NOL A. S•_Z:-�r:ier .w�. �� :► moi' 14 1110 �K.,,Rr •. i• CHANCELLOR ACADEMIES P,.tr �4 '`:r�,f ..{ • �'.� �ir s�rv. �•.r rw a 1* ro �,Ij ISO 40 M.. i•ftq co '-i • ,.4'- 2001 �F 1 b is 1 SdeeI ; ``� ` = lir 4.11 rr+ ,,., =;!'1i77R•7 mate ' artners i. IIP, it 4,70life Y.f1[K MDi:M104POM 3if.'ffilsygfire �I 9 - - - w �I : : .r �D o7:I • . I a rmirma nim in - I 0 . - KA .rr I. I • • • • • • • • • • • '': A:0, i ii;,04 fri I,.?. -41:44,,,,,..", cs.„7 7 1;47...?. A is„,.• •{4.i..34 stIr4-p) • -1 V ibdZI•j%1 LoP," ,-)_‘4 v ..4.6i;t:.. 1 LACk3'.-aajti. u . ,(4.77-: • "40, V/6 • zif-A.N • CURRENT OCPS PROGRAM '.=t,c • Arts -, v • 'i" Z f�p' 1'' •I "so4Fr R es ,r �t '10',or • . 1' •;kr ,p,.i., 4 driNifitt‘,)t{1%,. .). a OVW.:4'• } 0 014- ' A4,111111.1-a a !'"., t%.r '4,,,,i,,.. c4„it.4 ' a V, �&3 ..Ti r, .41: • n �.!•• • �'�Y.,es... HASKELI. EDUCATIONAL SERVICES ;S. hJ. Al.: 1'a: ...ti_wm .• 1u• s_a-orr:I ,,,, . �i 1 �.e, • . CHANCELLOR ACADEMIES € Ai'' }` ,„.„0�17{ � � �rR! +� !r rw a =4�e M'rt�• P4,7,t,c*” ,skyv t, %1 ez , •,1 1 i }, • • • • I I '► i 41%0 • OCPS Five Year ' o� o� ' • or . $ Facilities Workplan 4. ,�,� • - `� ✓ Immediate Need $290,006,374 - • ✓ Comprchcnsivc Nccd $144,755,000 • • ✓ Portable Replacement $ 40,123,592 • • unfunded portable re. • OA` t needs — • 1 1146 - -- on p k •yes, leasing and repairs • ✓ Site Acquisition $440,673,636 • ✓ New Construction $374,226,550 • ✓ Other Facility Needs $394,090,587 • HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • • • • • • 40 40 rr► IOW Mr � 44 � . �� OCPS Student ipjffri _ �,© J Enrollment Summary ;y r•• ✓ Elementary Schools war the 1 achy 11,789 • 1I • ' 9 413 • — — : ' - .Ya., Over, C, 2,1165 • I Senior High Schoo QpQC Citi, r,, Over Capacity •II'' 747 .. ✓ Spccial Schools li, Over Capacity 1,712 .S • _ OCPS Student Enrollment Summary-March 15,2000 .rr HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES yr 4109 le 40 -0..7.14641,3) *.A IMO Ocoee - ~ • o o Over Capacity � � o�+ t iv �� • . 1 • Min 19,413 Students Over Capacity = 4 •2 - Senior High Schools Id 4 f •2 - Middle Schools � •24 - Elementary Schools —'—I • EL->I MIMI• t t ► : :V • : ► St : : 5 t Id I 1110• • • • • • • • 1 S • • oc••• .. • ;' is7 I Lack of School Sites 4/‘ •i „Os .. . . • P4 J • - I .1,...., It. ' 1.'"' .......'N"Itit"1:.4 41..i., ''''''' s 1 .4, - I - 7..: MI6 • III III . ','tr:1:.' ' ''ILL:—74 P.i-',.."-- -..":11IL.Z,V"1111, 2i) lam • IN . ,L.: -....' k.NiMir) .-:' . -1 •-..---- • IN--,' '4P4'. 141'1' — '-• ' • lie% III 0 .** - Itargl • MLE I. beir NEE 14 CP gft t.... 1.'L.'KA MOM r • I. W1 I. 066 44'0 '.* .Nikli.11 '. 10%141.11 • . ,A4. IN irmak SCP iii.... - iock Fop .A..., NEw j„,....„.• • in a trim_ IN.- 11104FAIra le•I Srrci. MT 1 :IIII, • en mitts miltftraPft ..a 1- ir- ,,, L( iii .,..i wii:iwizi - ;-;....s, ...,. wilik-:,,,., 4, — • mi-:- --141- itti. , -..i.1. 1.A . -----4" +4, #d111 , '---- 1 =111ir41.4lt: : ....1--64rg---Ii,,... ' , .--->. a:41 ,,,, rir,:,Ir.. • • =MI. • . • . : tv / . . . • ; : . t 11 11111) I 44 VW ler II ' iler •1P •f qt, ....)ayiriiii 0,0,.. :i qv :, Unfunded Needs 4% ••,i *.A — 44 . •110' , .,m. ANCIIIPlieh. ......... I %V , ,.....r......'"".......- .._. . . %on.. .....- p-- ... VW .." e0.1•‘'k°3. SO 5 114 A ‘Ae v. vA4DSD ..,_ _ -- -•_-- -- Apr my vow I , '•-•'"-----'--7.---o -•`-'-r .----- I ... - - iilltill°611111j11"IMIL Ifffftr."! -.V f Iii, i ....-•-• 'IOW Mir lir HA'. ELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES ie. lery ye lel 0 0 • • • • • •• e �) ►0.,..„..„.„.. 4. „ „ .i 0, ,t*I•tT lit'*-44,,,,-;•,. .► �;� V r � •- • , i � �, •alt e ... • 1,, . ,,,,,,. • , �!• r^. r ' r c' , EDUCATION IN {, , • 4 OCOEE y ilk• .0 ` S g} ti .. �4tC�'�� .• r e� r. * ' �� > ' • t >tifi >• * •;n1 r .. r i • r:r • ' 1i , 410 .por 06".... 'IF' '-I ...I. ''''Y . 'Ai, - • , j r,11,4 I -.., et .). ,/.,;. .....01.4441:;.' .v 442. •A• .!.477'•.. .1. 8. ,-k 6'9+..-g MI ~ ~';Yr .4 + HASKELL EDUCATIONAL SERVICES ' — F ,gyp. �� r S. avi1':•r .1. gala ,. !•*11• .•n-3r-•tr 46. �• li 41114 lel' kt,„ r s. CHANCELLOR ACADEMIES t`„"..,46,1c4.* .1 4 j.. ,i�,isil•4 lor +r► 41, w, 4'Jr wilf a.. o Education in Ocoee ' _to . • 4111, 0 w. .0114., AY - opiria. i , .r• OP' 1880 ii t =1 qv - 1908 all l 0 �`' ,F This school was the second err — t-. '`,-” ono in Ocoee.It was built circa 1908 on the site of the . R , current Ocoee Middle 1. School it ' +41W School children and ad lta pose for a ,0 /I+felopr pph IFl 11DM17,u}the fir.l.dlael of Ocoee, 2000 Ih•only mown p+plun M•al•1•n••of Ihp •WWrohyo l +aaen...srw. William Blakely —•4111, HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES ser 41114, far Mr Vr it • • • • • 9111 • • cx� Ocoee Schools - +�' '� ' • , o0 Central South .,,,y.J • 1, II • „ ,- ,, ;� ,' S1,, PRING LAKE ES tt, ti4i. ' . /r ,Iii,: • Ii# II,_ 4. . , A• V ;�l I..a �.. �./giCITRUS ES '' MJp[I— • ,...,./..„--,_,,,:'_. OCOEE MS 1 , -i��'wut�. :Zak;, i il rtaiws ;OCOEE ES _ ir'k.�q '— r -; „� V,fR i1! rr'=i�• •,r- • ^+JG.. y� - -.,�ii.e.r.iri=ms': • - n {�I. ist m — R - 1, +✓FII I�h, ,rli— • 14 • y , — � o-4Yr ri'i, +- :F+ _ _ -,ria. . . ''`.iii` k• .- ,., -}` ELEMENTARY SITE - ' - -..4 • CJI • MMUS], I : • . : ;v • ; : : • • I • • . 4•4r CO . --'74:1?) VI> • • 0,0.. , Ocoee Schools - North ' :, • �I ■UMWh 21�e _ sI 4:I, �air1 lla. \or...r.. -T- iiwt!,„_.......i....,.l, ,,71#li_11,i1ke,:,.,_7 'I 11111111, • ,. . iFa .moi . 7. 0111Pli, to • WI7 .1'�:.�, r�,�� te, azirig t. III - 1 - i r-- _ AL-.. ae64._____ ) - fi-' -'. ' ' - - - - Ski k • 1.-` MIDDLE SCHOOL SITE . 146 ' • ,a jI ,.`�- ■ME ELEMENTARY SITE _a '�”" I s g HIGH SCHOOL SITE . ., • • ELEMENTARY SITE 4RLia .f M'� Hili- I.t"} 1 a I I. ;V ■ : ► I . . 41 •• - • • • 0 • • • • • lir Oc otos Educational .11 IMO _ ''-.0.r Infi sfruuctur�e�9nal pis - �A ., - 11 Ocoee Elementary Ocoee 450 751 301 - -New Elementary"E" Ocoee $ .. 960 960 0 — 'f1r Spring Lake ES Ocoee $ 7,410,000.00 505 866 361 — Clarcona ES Ocoee 2143,000.00 754 710 .44 — l New Ocoee Middle Ocoee 1236 1236 0 — West Orange 9th Winter Garden $ 2,810,000.00 1024 1415 391 — VW —West Oran,e Hi,h Winter Garden 16 782 000.00 2316 2628 312 — Ocoee Area $ 29,145,000.00 7,245 8,566 1,321 4111101 Maxey ES Winter Garden $ 3,827,000.00 371 232 -139 - - Dillard Street ES Winter Garden $ 6,710,000.00 564 714 150 — Tildenville ES Winter Garden $ 7,629,000.00 533 826 293 - -Lake Whitney ES Winter Garde769 945 176 — Lakeview Middle Winter Garden $ 10 863 000.00 962 879 •83 — va► Combined Totals $ 58,174,000.00 10,444 12,162 1,718 Source:Orange County rublic Scrims Stuaent Facilities Portfolio.Sept.99 — rr I IOCPS Student Errruflrnent Sunnrrarv,Mdn.tr 15.2000 — 'eV HA LL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES qtr err 4111 rril� ' i tt ' w .. 67 ;' WHAT I S A PUBLIC 3;�(i 'I• CHARTER ? " ••I• iv V tb.i'v F r••v C C70.41,74:ft P411-§S'y.! r 7i.tti. ,•41. ••' Al' Iv% 1•S 144 .r4111, raj • ra•:� .y$L VZ • • r+ F 11)td..4! > P' .0:11k134; "?Alb ).: ricil:t. eft '-kfir-. **VIA V' "v.-. - 'tIrti ...1:1' -,1." - , - . `)-4 4 kil �` i ••.•.ONieV ,-c!-4...1 � le...! .L•..,.Is v. ; ; rata . ' i � ~ ~' >r , HASKELL EDUCATIONAL SERVICES ' r , . ` r;•r� N.ti .11111N. .. �.r►• s-_a-� rr111110 r 1, 14..•,7► d ��a "` 10 it. ti♦i-. CHANCELLOR ACADEMIES ', j 4%ii.4 .1 gar {.,c. .. -�y l�l8y�MSt�`s4, r'"ierCa 11*: VI, • � ' ler L , I1'.. a .. fi Ir_h _ '1►• /t T IiYA� •�::ti'M ,. . or er Or • • • • • • Ii • tj °o Integrated Public• -- • _ .M,�. E{iuc-anon Solutions :._ • • ---1 -besig-+1 + e ' - - ; - • • The results of communities embracing • innovative education alternatives • through a public-private partnership with • Haskell Educational Services • and Chancellor Academies —• HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES .r What is a "` . , � Charter School ? , '©`F (F1orJduStatiites22&O5i6)_" Public School (tuition free) 41, ✓ Privately operated and managed ✓ Autonomy from the District Not for Profit (NFP) ✓ Governed by a "Charter" Contract State .� i Teachers qualifications comply with state �► standards HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES far r► rr it • • • • • • H • o Benefits of a - Sf.,, . • - . .� Charter—School _. • - • i Rapid delivery and operation • ✓ Flexible, innovative educational • programs • _ I Blend technology with instruction • I Limited enrollment and class size • ✓ Offers community based learning • ✓ Influence over educational • environment ' d - 41 • . - . ' • ' - - • I • - • . • . - I ■ ' • HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • • • T�•E • • • S • t-r, :d \.{'4'`F. is ''•. :d :t,s1/4!-;"t7 r,� R �; MUNICIPAL CHARTER hi, . 404 CASE STUDY illii,;61. ISO :IV i 4• •1 ': r . kitr.' •e`'"rte., � ♦ 1 tYr +✓ > ♦ aY% wry+ s, i. dts irr Or:rail., �� 1 f1 �+.a liptie'r.rf • aso legM Ys .��k /$ •� `� C, 4.._°r +' ' rte , 46,c;:t4 illy ii 4 ~';c r. Clil HASKELL EDUCATIONAL SERVICES ` f.. a 4 yr d� fir'. �i' CHANCELLOR ACADEMIEStit ,• j` `. • + �{ '�' '{ t v ` r,-r�: 7.•'r pwl: K'r, br. .. . . fi.M� ,.- �i!. A-1..1 ti_ Tia 4 • wr ar wr p42r-cr-k&pi-A/te,s,ChcGrtor Sch00-14, .r. #44.,, • Nations First Municipally Owned, `' Open Enrollment, Charter Schools • City of Pembroke Pines, Broward Co. Florida aim it 1111 11 • °:°°0_. Innovative Facility ;#`1 'r` o0 Design Programs id sw cilassrooms with glass walls for leacher viewing computers, TV,VCR, telephone, emergency call button HAS LL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES var it rr- • • • • • • • El�'4'1' e4' ..t c ry FLoor PL& •• C thook ,47111 I`; 3ijiitigi.4 • � i rt 1 !40: Ifrg • East Campus - )` 4 ,H[41 # 11111a • • 250 - student Pre t` • 450 - student K-5 w .7-47---7 ---- I. Iry ler West Campus - r : � r 2 � III • 200 - student Pre- ' ` � �� i • 500 - student K-5 ii III — --.-*^'L' site PLO vt . MP 10 Id 4 II -- •► •.- •.,1 110 , m" Six networked computers '.`- -)• :I ' ,0, per classroom '` iiirOf 411,tstavgail ,, w i, Ili • gall,0.• • 4 _� . 1- - - i `�. - . i Pp- 0 .1, • • ,,, _ • HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • • • • • • • • • • * • • • • • kilib, • , • 1 ..... • t. is ., I -6 • i , . ‘ 0 - 0 • ' ' , ,.k a • ii yr . . I. . . v, 1Pit% ": • ..., . i t • 17' , pioliel!PP '.. • ....-...., - _ .4.1111.111111W_____p••.-- .,,.. • IIr -111111111111111Pw • re--- ---- • - ....----- • • • 1 1 r • 3 Safe, secure learning ' • 6 ; environment • walls for teacher viewing ).r il A ' •• A • a • A •d i . ' • • •• discouraging hallway travel • ...... • .r,cD...., • 411-, . II 1 4.- • • , • • -• HASICELL EDUCATIONAL SERVICES/CHANCELLOR ACADEMIES • • • • • • • 0 • • • • itill • eillir' _ - • rot- r • It -,'A / A "4/11: 40 , i • ' I I* .,- 0 44, -, ' 0 r ..lip, ,,..• • ' . . .,a • ...ii . • le .• -_ • A el- „I. .... ... , ill ... • ,,,,,..,, , — ger -....migi......,..............„ '.". ...7."."."""""77.7""'''''••••• --, •*ftwelinIMMin 111, Mr 4111I Illy ' 10 '4‘!;k1'444.j 4 Ocoee I/ • ‘': i II' Safety First ..r._ law .0 S • - 44, ler .1 Water fountains r t T e1 IR f lk lerand bathrooms ' — ir 11111111 : • classroom, limiting r ' — _ — 1101 mrs'arad - k ' 4' I I I It II. d . 1j 111 Oil • vo thellattvvays - . _ 40 -iRecreationalfeaturelocase 40 vo, ___ behind the school 11111, HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES lir isf id 410 4 11111 • • • • • • II • - ,� • • EARLY oer f imcaes . . • # , • • • f - - __. .t ,tet • -'"1/4: Oi • . • ' • • • t Designed '14,0.:1.1.-- 41 -.li • c l©�.x D g & Built i I t i n , • . sr* Eight A-o nThs • , • 0,alv • _ to �'•iiii,. -A`__ '- r ~ — • ...may y,,r,- 4p, i• �..z. • • Y • It ‘4111IP 1— HAS LL EDUCATIONAL SERVICES/CHANCELLOR ACADEMIES • S • • • • • • • • • • • Ocoee Cutting bay! • J , Ribbon v I " iy • ' I R1 • r7 1 • 7 f:li # r =, , - • • ... "t ti, ,e # i t &t _ Will iit)+ • AM MI111111111111 M, I • . :V • . 11111. . • u • • • • • • M ud Sart001/ • • Fifth Grade through t • Eighth Grade , s4„,4 • • 680 students • • fi'% ` .. • • • • • • rr IOW 44✓ IMO 1110 PP111111)1t00.,,, 100 1410 1411, 00000000111 , P INV ins.M1001.1.11.11111.111.1.11111111.11.1"111111111.1111.16 • • 44,• t J v • • lei.. • • 4 Virifiw.:_.. — -.: • WIIIMlb ! /!1€,' _ IMP Mlia, LL EDUCATI il, 1 40 4 4 0 • • 4104 4 411 4 A c ,nils' V" • 1200 - Student High School 1111, *00 • Community College . 1 • Public Library ' 'o • Nature Park 4 4 ti is Q3 u i „,„ 4 1 • r VW 1, 11111, • Oco.° ~I J J� 4,1 Academic Village ■ _WPIMO .. •- __..� -. r .err �----; ■ n.,* r. 410 • 4, w f � - �'''' i { ■ ■ -. -.1' '[.- -:, * 9 41, al / di.r”' . Mr j .T ' . -.A. _ °. L..._. 1 w ■ - — ,' - I • 1189 my I V. Ili 0 4 4 II ' .., adt: -i I .l rr c i . ,..re. •we ,. 4( ... I NMI iJ 0171 • a,� _ I • • . . • • • • • • • • • • • • • • • • • • • • • • • • • • • • . • • • • • • • • • • • • • • • • • -,. y►;�► A vi 4,7 d•: 6 JtV‘'+ tAtI've • ii,i.• ' co.',e4 •` v 'i,:: .1• ,40' ktflt.* '4,y �r 4 1 •' INTEGRATED CURRICULUM 35(4' ••, R N • TECHNOLOGY AND „=t�1� 40 . ASSESSMENT„,,,, � ! 4 t r 1• i 1• .. � r }• .♦ r• )2,Ai `rt • :;1'• .1,,,. , .1 arkir 41 i 44 w i{ r'Ok; • 1i .4 • y r . . ,' tp r :10-7).•sit,„•-1 S �• ' v4 • �` 4';Y►f , HASKELL EDUCATIONAL SERVICES /:...11.,; . ` • alo •"- rm.- -_te t.q♦ .• i•..\• ..4•"L`-3r_ ",.1M1. �.;•. ft f j • AK,, y.'" 40f CCHANCELLORACADEMIES ; A'+ ,,j,"{ t 4% 'w•• w•'r ra c lNyN :e'en • • . Y• 0,- s Educational •. ,4 , • approach • _ '�... • / Curriculum emphasizes student centered, • higher-level learning • ♦ Students are individually tested for • • strengths and weaknesses and a • curriculum is designed to assist their • • • • Blending new and traditional methods • - . . • . . . • HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • • • • • 0 • • • • • • • : o, Educational . � .: • ..v �'-hilDsophy • • Our Schools offer students, • • parents and teachers a • caring, learning community • focused on helping each student achieve his or her full potential . HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • 2 garSao . Chancellor Curriculum „ 141) �; 4101/40 .4 Remerl�al N4, nrmal GiM1M '7,41K116 'LJiraL .411P4Pot vi 7 7,42. yr • Maps PmteO M.bnW HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES. • • • • • • • • I I ',`„• .� .1 • °co~ _ �. t .. o.Q 4th Grade Theme . qi: • GRADE THE\IF: • "The State Sjstem" • — SUBTHEMES: • LANG L\l:L 1111111P1111111' SOCIAL SRTS Stories MATH: SCIENCE: • � STUDIES: about Systems Mathematical Physical and S'vsiemc of • • .Systems• „ Life Science Government iw \121: UC1 in MUSIC: „ PHYSICAL I HEALTH: Vir VstemsBody S•r.,iems .Syslemc of " FITNESS:Systems - IMO _ Music II of movement • Chat- ittr • Education 1 School Year 16. • — HAS[CELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • • • • H w• 5 • 1©� 6 -Week Units '4-04, :- 4, '.4 • . ..w • ' 4 • 1 • I Unit 1 PUn • Medieval UNITS Florida', Mr System Political • iiiiiiiiiM , - - • ME = : -- • rT�'' Unit 5 • =, 3 ::. Unit 4 • Florida's • U .11 The Space • Nutrition • Ecological • . =" System : System : 1 System • • 1 School Year • HA'. LL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • • • • • • .r. .r .r Unit 1 - Medieval mow °- l)l J V- m1F.Mlil• • moii__________ • Mir,- echnology 'M `. Young Arthur.. • �,_. • IL _ I\ '.E. &Heal' 4 • = EN • ill • ME • 1 . • ;V / • t . . 1 W • • • • Oc°.. t • - • ?o Technology " 1,.5 • VII - Technology-Systems of Communication A. "Young Arthur" • = ; 1. Research- *How to utilize Internet search engines. MO • ' a.www.embassy.org d.www.learner.org/exhibit b.ncNw.britannia.com e. www.penguinputnam.com 5 NM ; C.w�rlv.education-��-orld.com/ • 2.Presentation Tools - - ; a. *How to create a multimedia presentation. • - I b. *How to use technical tools for writing and • = ; publishing activities to create projects for cross- curricular activities. • ; 3. E-mail a King or Queen-*How to communicate via e-mail to access information. • • - iirl ME MP 410 4 I. 0 • • • • • • " ` r� • .Ocoee +%' J 4, '{ o Overall Goal of - . •• —._ -Ciir__ricuium •... �4 • • Oji MI ✓ Provide teachers with curriculum framework li • —II • Create a learning environment modeling a liberal • =II arts education for all students. • _11 • Teach a proprietary competency-based • M curriculum that integrates content through ill themes and is delivered in a small classroom • I setting in order to effectively recognize a — • =;; student's individual learning style and to — • =l individualize instruction. In • WINE ; • _i, 1 • . : / ■ : ► • t : : 1 u • I • • • '1 ` ?14 tr j5.4.4".0.0 • Ocoee w 1 • -;,o. Ongoing Quality -��J • A _ • I . ppo MK �1 "��_ �! Leattlin• Mill • II :Ian & Des. —I—I t._.. . IM • _ MI �� ` ' . urriculu • Z 1 = _-� Ei� Aim E mprovemen E • — 1 ollect Dar :: Implement — Results• — — — a_ Profession:._, • M-----111.11M Development i_ • = I 'nalyze Da Ill • Milli= Parental I _ • t olvement — • • • • • • • • • • • • H - .41ri4.1 • f 01999 Florida Comprehensive 11111V '• © Assessment_T_est Average % Content Correct: Reading, Grade 4 and "" Math, Grade 5 r State, Broward, and Pembroke Pines Charter Elem. so• 8O- 410 6 _ sr --- iii -AO— r 59 59 5 c M. . 5 PM E WE 43 �o 0 0 - — o30 r • A 4 411 into. Text Literature ;I a 1 1' HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES gar O. 411 • 1999 FCAT 4 • `' Reading Grade 4 Results ''. �� Percentage of Students Scoring at Each Achievement Level 1 • State, Broward,and Pembroke Pines Charter Elementary • 100 ®State • •Broward • ID–' •Pembroke Pines • 1' 46 • $ :5j' 34i517i8163' ' 182 0 • 1 2 3 4 5 • — — HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • • • • • • S 0 0 0 • • IJ ,', 4.• ,N , Ocoee :', e ' Classroom Assessment • -,,Q) r., .,... • - '' ` '' Purpose • i Making Instructional Or c...., 0 Decisions • , • If Evaluating instructional ---1 - - , •• 0 effectiveness 4 -... ...,...,..„„ t i V • i Monitoring students' .,. • progress 0 i Evaluating students' achievement • i'Promoting students' learning • _-0%- 0 HA KELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • • • • 1 :C.;i t 41;Lt-• A V,4•7:ii. gIrrtrie`.. A, •Y;;4,Z.74...,tge:?1) • ....,.,,,!(.. ..4,L,0,1.,.. twit,. .4.5„... ,.. to:.A.,.4 • 1 ' V4 i4,744-1,:144...1"`', v • *•-•,'4 5. 4 wbil,?._1',••••,, ., • :2.. :, • 11`-i-• ' '.0-1114:14. 1<-1:liAtii.1-Aotah.40. :4-riT2i. .4tyl,) ..„; . . • isi;611/ • `• :-,' WHERE DOWE G o ,4‘-i• aeit r,11 • ss74 FROM HERE ? • %Lai, 411 • i "fir , ',• r -3,- %1;. rv . 7 r -7,.. is,,t,-.1. Asp.„..„.....,,.4.:....1.• . ':,. .. : Ne,. ..kiik.• • 411016, r , 41 . . A 14 --;tr r.;"S • 11:‘ 1 . 12 TIP•i• Iii• ..„,-. ' II • tit, i ,f.",.L. : 1.1 id ,- ,,,, •„,- •i,„„.......7,11,444 • •,. -1,:* ...... 4! A, .• Nt4;.•0.•.• luiur A SKELL EDUCATIONAL SERVICES 4 4. biope . ir a.zlip: . 1. ICI 4. •• .N.A.• ',.•V.-gIB /*ZIT 7.11,V Vir: 4614 41,e 1. CHANCELLOR ACADEMIES WI-ai:ife..taZZ VB$T.,"'w Zi,..""«airait VI,N-I',** ,41.1re 4, .!_,!4-1.-.: . •'...1.;As11- ',.."it.".. IFYI;::il,A . _ ',..sit.l'"Iirs 4 40 4 •400 110 • • • • • • I I . "540,1 • o August, 2001 Opening H • N. 1,Q`41. DevNopntent Milestone Schedule I I M I A I M I4il I A 1 5 I O I N'D I J I F'M I Ai M l.11 J A �N:ass` • Evaluate Market and Needs Z � Board Approval a - �-�_ • Sign Letter of Intent _— 2 Formal Needs Analysis ] 1 5 6T J - • Firanclal Engine-ennq I" See Identificaumn end Analysis r CMrer Applicau n -'— } • Create Not For Profit y `—� I. • _ site !� rt Building `•�'� I - ... 3 2 2 I �. See Permits • I -- BUN1ing Permit — - 1 2 t Site Construction ♦ IOW Building Construction _ _ 1 1 Marketirp _ -Illir _ IIIIIII Lotter,/ _ 40 -- Enrollment I MC _Y\ ,Design and procure - N_-. '� installation ==mi.= 4 - — f --J ��0�� r school Opens - I _ ..__.. • HASKELL EDUCATIONAL SERVICES/CHANCELLOR ACADEMIES 411) 40 4 ii • Ocooe 2 001 7141%. 1.71 �:: _ Milestone • o Oma'a • - ,2 Schedule • ii Development Milestone Schedule M _ A M I J J I A 0 • 1 2 3 1 - • 1 Create Community aartners ip _ Evaluate Market and Needs - • i Board Approval - • — Sign Letter of Intent 1 2 ' . _ • 2 Feasibility and Formation - • Formal Needs Analysis 3 4 V 5___6- • Financial Engineering Site Identification and Analysis • Charter Application • Create Not For Profit • II HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • • • • • 41111 I • • 40 • • ;' , .i 2001 Milestone -. ` • - .�,© _Schedule • , - A • - Development Milestone Schedule M j A M J J _A S 01 N(D J F M A M J 1,1 A- • _Oesign 1 Z --- • Site _ Building ' M ? 1 b - • 4 Permitting 1 2 3 1 - • Site Permits i ! � ; - — i Building Permits 1 I t i - -- —. f — _ �� 1 2 3 4 5 6 7 8 9 ger — 5 Construction - MO — Site Construction ; _ Building Construction di) 40 40 HASKELL EDUCATIONAL SERVICES / CHANCELLOR ACADEMIES • • • I I •, . • 2001 . .o Milestone ~, � �� ; o � s o Schedule :. I Development Milestone Schedule I MI A(MI J I J I A I S 01 NI D J I F MI A MI J I J AT r 6 Student Recruitment 1 I 1 2 3 4 5 6 7 8 9 10 11 — • Marketing - -+— _ Lottery • I - Enrollment • l .�t"t - ( ; f 1 2 3,4 5 6 7 — Design and procure , L d 8 9 10 11 - • Installation . I _ 1 • 8 Teacher Recruitment&Training 1 j I I I _ 9 CharterSchoolOpe Ii I —I— • • HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • • 5 • • • • • • • • • • .1114 :y -,k,l 4,\.;'+,• ./ °'...) A•Y N+,FK. c... r040 N -T. .4to: y• R14 WHY THE HASKELL / 3,r;tILX) CHANCELLOR TEAM ? • Ohl .f7 p. (� J lidt. T r� C' J �- }q�y 4 4140 ;`li}' . ► tom1 71► * ;Tr •1:rte • .d4� '.: ;"• 1 "b. d�+r a"�� *I . }^ • t At me • ....4-4111. ri4:411 . Ii7:"' :. .W$41 gp.v.W.I. . At • ttix, 4. - ---1. 1. • .."n4 e 0,,r 1 ...7 til .01•411 • « V �'1•;t' C.11 HASKELL EDUCATIONAL SERVICES •'' • LJ . ' 1`:R .I. .0i .• !•Jl• •1•.T.-3 J,:i. -:"..61:0A1 • •e.,,� j CHANCELLOR ACADEMIES F"•st + t, 91 • 'j,►04 t 1.5 i,�."'`+t *•.T., �• VIt.,7"`P' SW 4 4 M . *r! co 41110 • The Haskell .4 a T ' gii V Q • v Company III .. I ' 1 • "W' iw .1 .r: �' -1ta!SS 'Z•1 R1l1 C1TJ�1 IJ t:♦Dl:i9 tiJ l+ (`. I :LV i),I3Mij i r:9 `!19 t•1lJ i kW)hi - I•---�--- 1 6 +� l : •mmiaggla . : • �! ' i i�(J!\J_AL'Jl7i�'J-r\iIU►a! fir`!"• 41 -1 1 I iio .,r"1 4 S • • • • • • • Education Experience • II, • _gen rAN. • • "Duval County School Board - , $300 • "Manatee County School Board . MILLION • "School Board of Brevard County • "School Board of Broward County- 4 iii 6 Q • • "Sumter County School Board - $9 MM 1 • "Dade County Public Schools - $28 MM .t.. • "Osceola County Schools - $19 MM • 1 "Lake County School Board - $9 MM • "Leon County School Board - $23 MM B.,41 fi • i "City of Pembroke Pines Schools- $75 MM • • • • I I q`'.t/2:7,o :1 • • e.:Ocoee o Education Experience -t ; • - "`©`` • - • t_ • iii ,* .. • • • • II" q .. `�: t •... ""---- rII",, III ro • HA m - r' rr vtil ISO • • • • • • • • .2—Chancellor ' • ti- :. 0 �I • ° Academies It�;� • - •• - r v a o and • s • • — — Operator star= 1 • • • cxpericnce • school _ •' -- • — r. . - i . . i . . i i • HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • • • • II • , °c°� -. Haskell / Chancel to ` ' i *i ' • - -,IC* _tx Qrience 4.� • _ • ✓ Pembroke Pines Charter E1: - ' 10 • students • Students 8, 800 •• — — - students • students • ✓ Four-Corners Charter Elementary - 500 students • ✓ Four-Corners Charter Middle - 500 students • ✓ Lake Park Charter Elementary 500 students • HASKELL EDUCATIONAL SERVICES/CHANCELLOR ACADEMIES • • • •• • • • • • • • II :, .- 4 ;a • Oco. w, •� • H'IcBoard Action 4. ,i • _ ."i • ✓ Determine if_the City of Ocoee wants to • join the 2001 Initiative • ✓ Authorize Staff to: • — • Identify and secure developable site for the • charter school • • Confirm ability to issue bonds and private • revenue pledge • • Form partnership with Haskell Educational • Services / Chancellor Academy Team • _____ • HASKELL EDUCATIONAL SERVICES/ CHANCELLOR ACADEMIES • • • • - liljf({_lam i•.l -11 • 'Y, h,ler:.• 2001 .,,,.., , • RMIP • ,;t 61i. �. • PUBLIC CHARTER er, lot.• 01 SCHOOL INITIATIVE• • 4t7:41" . As ).1 • .4.1w 4„47 i ....1 4 tic 1 110 761 44 AA 44,-.. ... p,- je- ., .* -Ay.; le 1„,1- .i. „.., jag y14,....;t tt �Ni '.li HASKELL EDUCATIONAL SERVICES-i. `: kr ezl .L.rs► .• iu• .S•-r.-� rcw lilr al k." ; " ;i '� CHANCELLORACADEMIES + " { 14. ,L4 illy • • • e