HomeMy WebLinkAbout05-15-07 Minutes WS RFQ Charter School
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CITY COMMISSION WORSHOP
RFQ FOR CHARTER SCHOOL CONSULTANT
Ocoee Commission Chambers
150 North Lakeshore Drive
Ocoee, Florida
May 15,2007
Minutes
6:00 p.m.
I I. CALL TO ORDER
Mayor Vandergrift called the special session to order at 10:14 a.m. in the Commission Chambers of
City Hall. City Clerk Eikenberry called roll and declared a quorum present.
Roll Call: Commissioner Hood (absent), Commissioner Anderson, Mayor Vandergrift,
Commissioner Keller (absent), and Commissioner Johnson.
Also present: City Manager Frank, Finance Director Horton, and City Clerk Eikenberry
Mayor Vandergrift opened the Workshop at 5 :06 p.m.
Purchasing Agent Tolbert stated that two companies responded to our RFQ and those
companies will be making a presentation before the Commission tonight.
I II. PRESENTATIONS OF RFQ RESPONDENTS BY CITY COMMISSION
5:08 p.m. - 5:17 p.m. In Rem Solutions
Lisa Mulhall and Kathleen Rhodes, of In Rem Solutions, gave a PowerPoint presentation
summarizing the firm's history and experience. She advised that her firm does not operate
Charter Schools, they specialize in collaborating with all parties (leadership team, community
stakeholders, education experts) to put together the first draft of Charter School application that
reflects this communities specific goals, priorities, and objectives for a Charter School.
5:18 p.m. - 5:44 p.m. Charter Schools USA
John Haig and Richard Page, of Charter Schools USA, distributed a hard copy of the PowerPoint
presentation. Mr. Haig advised they run Charter Schools throughout the state and said it is
rewarding to see more and more cities examining the possibility of starting Charter Schools. He
summarized the firm's history and experience. Mr. Page discussed the critical phase of the
process that is required by Charter Schools USA, which is the Demand Analysis and Feasibility
Study which determines if the market is there and if the community is behind it. He advised his
company has done over 30 Demand Analysis and Feasibility Studies, and submitted over 75
applications for Charter School applications. They don't have much experience in the appeals
process for denied applications; he said they are proud to say that they have never been denied a
Charter School application. He said after the application process, then the phases of school
design from construction/architectural design, to putting together various financing models for
different situations such as opening a new school vs. refurbishing an existing facility. He
reviewed the various aspects of Marketing & Enrollment, Strategic Solutions - Growth, School
Operations, Information Technology, Facilities, Strategic Solutions- Operations, Corporate
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Finance and School Finance. Mr. Page introduced Phil Genot ofPNG Associates, who they will
be partnering with during the feasibility study part of the process. Mr. Genot said his company's
job is to look at the demand for Charter School stations. The City needs to make sure the seats
will be filled before you consider building a school. They have worked with Charter Schools
USA before, as well as with many other companies. Mr. Page then reviewed the scope of
servIces.
I III. QUESTIONS AND ANSWERS FROM COMMISSION
Commissioner Anderson said he thinks we have two different applicants, but only one can help
us through the entire process. He asked In Rem Solutions if they participate in the feasibility
study or just begin at the application phase. Ms. Mulhall said they can help with fact gathering
to determine feasibility, but they do not generally handle the feasibility study.
Commissioner Anderson asked if the timeline was feasible, since the application needs to be
completed by August 1,2007. Mr. Haig said it is aggressive, but it is feasible.
Commissioner Keller asked what would happen if the County turns us down for a conversion.
Ms. Mulhall said that you go to the County armed with the vote from the parents and students. If
they turn you down you go through the appeal process. Mr. Haig said the Florida Schools of
Excellence is in early formation phase and does not even have bylaws yet, but under current
legislation you would have to go the School Board first, and then through the appeal process,
which would allow either the state board or the Florida Schools of Excellence to hear the appeal.
This new agency was meant to hear cases where applications were turned down because the
school district was not open to innovation, but not necessarily to review bad applications.
Commissioner Keller said what drives the City of Ocoee as different in order to qualify for a
Charter School. Ms. Mulhall said that you only have to be committed to education, the
curriculum, the facility, etc.; you don't have to be different from your local district. Mr. Haig
said he agrees that if the demand is there from the community, there is no need to prove that you
will be different from the district schools. You are responding as Commissioners to your
constituents feeling that they are not satisfied with current public schools. There will be some
things that will naturally be different, but that does not need to be the driving force behind
opening a Charter School. He said he does not feel that Orange County School Board will
necessarily turn them down outright. If they do turn you down, and the application was well
done, you will win in the appeal process. Mayor Vandergrift said it is hard to prove we could
be better than the current district, but we can be just as good, and we can build a school that is
not even on their radar screen yet.
Commissioner Anderson asked if we can create a district of just community schools. Mr. Haig
said many cities do that, but you need to consider that the problem has to be defined first and
then the solution needs to be determined. You may want to covert schools, build one new
school, etc. There are new ideas that come up on a regular basis every time a City considers
Charter Schools.
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Commissioner Johnson asked what it would cost to build the schools and where will the money
come from. Mr. Haig said there are two models; Pembroke Pines owns their schools via debt
service. The second model was designed for Palm Bay last year; they owned land and donated it
on 50 year/1 dollar per year lease which provided some equity in the financing; they donated
utilities (water, sewer, and electric) up to the properties so it was "ready for building"; and
provided themselves as a conduit issuer. They allowed themselves to be an issuer but they are
not financially at risk for the debt service from the school. It went to Wall Street and they set up
the bond so debt service has what is called moral obligation; for example the school could be
paying for its debt service by borrowing 22 million on a 30 year fixed at 6% financing rate under
a tax exempt bond debt. That money is being paid for out of the schools revenues per-student
revenue. If, in 10 years, there are not enough students still attending the school to pay that debt,
the City has the first right to review it and to consider taking over the school themselves. If the
city does not want to do that, the debt holders have the right to turn it into something else such as
a medical office building or something that would keep the debt service being paid. This type of
arrangement was possible in Palm Bay because they had the demand, certifiable and verifiable,
so that the investors felt confident that there would be enough students attending to service the
debt service. The investors also look at the management and operation of the school to
determine a level of confidence they had that the school will be there 20+ years from now. If the
demand analysis determines that there will be enough kids in the school to carry the debt serVice,
Charter Schools USA will bring in the Wall Street money.
Ms. Mulhull said that Pembroke Pines built the buildings and the Charter Schools lease from the
City and that is how they payoff their debt service. They have a campus with three Charter
schools serving 5200 children out of the 25,000 students in Broward County, which is
approximately 25% of the kids. They have a waiting list of about 9,000 kids waiting to get it.
Mayor Vandergrift asked if Pembroke Pines had done any conversion schools. Ms. Mulhull
advised they came up with an innovative solution and opened up a lab school in partnership with
Florida State University, to avoid going to the County to request another charter. They are also
considering opening a technical high school. Mayor Vandergrift said he was there for the
opening of their high school and they have a huge campus with 1400 students, library, Olympic-
sized swimming pool, and community college. She said they established an 80-acre Academic
Village and received a grant from the Broward County Cultural Division to help build their
theatre which is shared with Florida International University; they also have a regional library
and Broward Community College has a building on site that serve the kids in the high school.
Mayor Vandergrift said we are looking strongly at the conversions similar to what Lake Wales
has done. Ms. Mulhull said In Rem has not done a full conversion, but they have studied and
analyzed the process through to election preparations in both Leesburg and Pembroke Pines.
Mr. Haig said that Charter Schools USA has not done a conversion; they are familiar with it
from a legislative, political and financial basis, but they have not recommended a conversion to
any cities; they see that as a last resort because of its significant political impact, although there
are reasons for it in some cases. Mr. Page added that they had the experience of taking over a
Charter School (Four corners in Osceola County) from a previous management organization, and
dealt with all of the issues of transitioning an already established school.
Commissioner Hood asked about the methods for doing the Feasibility Study among the
residents and what the time line would be.
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Ms. Mulhull said that working with the client to formulate the survey and conducting the poll
would take approximately one month. That would be an aggressive, but possible, time frame.
The cost for that would be borne by the City, unless there is an organization such as the Chamber
who would like to fund that. The cost varies depending on how many people need to be
contacted.
Mr. Haig said that it generally takes about three weeks. They have a library of surveying
questions already and the City would pick out the questions they would like to use and then they
talk to the City to determine what else needs to be added. They reach the residents by telephone
to get a cross section of the community; they obtain the phone numbers of households with
students so they don't spend time making dead calls. They ask questions that the City needs and
other questions they need such as curriculum, marketing and other issues.
Commissioner Hood asked what the number would be to make it feasible to have a Charter
School. Mr. Haig said whatever number it takes to fill up the type of Charter School being
considered. Commissioner Hood said the residents are going to want to know how much it will
cost them. Mr. Haig said there has to be considerations of what size of school will be created
based on the demand; if the demand is only for 400 students, the City would have to carry a
certain amount of that cost.
Commissioner Anderson said that we have been told that a Charter School would get 90% of
the funds that a normal school would get, how would we fund the other 10%
Ms. Mulhull said the money follows the student; there is a set number from the state that the
City would get on a per-student basis, which is the same as a regular student.
Mr. Haig said on the operating side, it is 95% of the funding on the first 500 students; the rest
would get 100% of the funding. On the capital side, there is a separate formula saying schools
will only get money in its fourth school year from a pool of capital called Charter School Capital
Outlay fund, which is currently at about $63,000,000. That is allocated on an annual basis; this
year it was approximately $750 per student. Then you calculate into your budget models, certain
expended amounts based on cost increases; we have typically calculated 3% - 3.5% cost increase
models that have been correct over the past ten years. How much the residents should expect to
pay depends on many factors: size of school, grades of the school, if land was contributed, type
of financing, etc. At the end of the Feasibility Study, when you have an understanding of your
demand, you should have the answers to the cost questions.
Commissioner Johnson asked how much is it to build the schools, because we won't receive
money for students until the schools are built. For instance, what is the cost for an 800 student
school? Mr. Haig said to build a school that meets commercial standards, not school board
standards, it cost approximately $10,000 per student station. For the building only, it would be
in the range of $8,000,0.00, which does not include operating cost. He added that if you look at
the way the models of non-for-profit agencies run Charter Schools, which is how the majority of
Charters are run, they are not contributing anything; they are running off of the revenues that are
derived from operating the school. If it is a viable model, it funds itself. We have to wait until
the analysis is done to determine the model that would suit the City. Even though Charters
receive a reduced set of funding, by running more efficiently than the School District does, they
are generally able to pay the debts.
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Mayor Vandergrift said the Ocoee School Advisory Board had a conference call with the Lake
Wales Charter School District superintendent. They are in their third year and it is the first year
they are showing a profit. They converted three schools, but the schools remained in the name of
the School District. They did not pay that bonding for that school because the money was there.
With a conversion, you are not talking about a capital expense. One of the things we need to be
aware of is that we are a supporter of the rest of the school district out of the City of Ocoee to the
tune of about 30% more than what is being spent back here in the City. We won't get that
money, but we can probably better utilize what we do get.
Commissioner Keller said he thinks part of what we are looking to do is bring in a high school
with all four grades. What does that do to the model, if we start with all four grades, rather than
building it up. Mr. Haig said if the school is already filled and you make assumptions that it is
going to stay filled, the school would remain as owned by the Orange County School District and
paid for out of the Orange County system, but the City would have to carry expenses for facility
maintenance. If you build a new school then you would have to carry the debt service. It really
comes down to whether or not you have over-crowded schools or you are reallocating existing
student stations.
Commissioner Anderson said if we have over-crowding and we want to build a school; if they
already have funds allocated to build another school they should build the school and let us
operate it. How much more money does the School District get than the City would get for a
charter school. Mr. Haig said substantially more based on their 2 mil funding, which Charter
Schools are not entitled to under current law. He said he feels, in the future, as Charter Schools
become a more powerful political force, the laws will change.
I III. QUESTIONS AND ANSWERS FROM PUBLIC
Sheila Grammar, Ocoee School Advisory Board, asked why it is better to build a new school
than to do a conversion. Mr. Haig said the analysis will drive which way is the best way to go,
but conversion is more difficult because it requires majority support from teachers and parents,
and approval from the School District. This can be very difficult to accomplish. Mayor
Vandergrift spoke about an elementary school near Pine Hills that was trying to convert from a
K through 5 to a K through 8 Charter, and the County fought them on it, and the teachers voted it
down. The next year the County converted that school into a K through 8.
Commissioner Hood asked if Charter Schools USA and In Rem had spoken to the Ocoee
School Advisory Board. Mayor Vandergrift said they had only spoken to the superintendent in
Lake Wales.
Jim McCarthy, 316 Carisbrooke Street, asked what the risk is to the City for a new construction
or a conversion. Mr. Haig said you can reduce the cost to city based on 1) property and 2)
ability to provide conduit financing. The City of Palm Bay carries no debt service liability.
Commissioner Johnson said we need to make a decision so that the Feasibility Study can be
done and we can determine what our needs and costs would be.
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Commissioner Anderson asked since Orange County has become a Charter County, does that
make the rules different for us trying to start a Charter School? Representatives from In Rem
and Charter USA said no the rules are not different.
Commissioner Keller asked if we go with a School district, can we elect a school board to run it
or does the Commission have to run it? Ms. Mulhull said it may depend on the financing that
supports it, but her experience is usually seeing the City' Commission governing or turning it
over to a private operator, not a board operating under the Commission. Mr. Haig said they did
that in Palm Bay where they retain ultimate authority, however through ordinance, each member
of commission appoints a resident to be on the board that operates the school. It has worked
very well. The City must retain some authority under state law.
Both companies thanked the city for considering their application.
Mayor Vandergrift asked members of the audience who were here for the entire presentation to
fill out their survey and give it to Ms. Tolbert. He said the Commission will be voting on this in
the Regular Commission Meeting tonight.
The meeting adjourned at 6:46 p.m.
Attest:
APPROVED:
City of Ocoee
Municipal Charter School FeasibiHtyStudy
The City of Ocoee
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Request For Qualifications
(RFQ) #0705
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Closing Date: AprH 24,200'7 at 2:00 p.nl.
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Subrnitted to:
The City of Ocoee
Finance Department
Joyce Tolbert, Purchasing Agent
150 N Lakeshore Drive
Oco(:;e, Florida 34761
Submitted By:
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CHARTER SCHOOLS
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CHARTeR SCHOOLS
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April 24, 2007
Ms. Joyce Tolbert, Purchasing Agent
City of Ocoee
150 N. Lakeshore Drive
Ocoee, Florida 34761
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Re: R.F.Q. #0705 Municipal Charter School Feasibility Study
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Dear Ms. Tolbert:
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We are pleased to provide you with our response to the above-mentioned R.F.Q. for a Municipal
Charter School Feasibility Study.
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Now in our tenth year, Charter Schools USA has built a strong, cohesive culture of educational
excellence and developed a sustainable economic model of operations. As a student centered
organization; our model is supported by sound business practices as well as an unwavering
commitment to student achievement. CSUSA thrives on excellence and professionalism, values
integrity in the form of honesty, loyalty, and personal accountability, and supports a commitment
to a life of purposefulness to a greater cause including, giving back and making a difference for
future generations.
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CSUSA, along with our sub-consultant PMG Associates, utilizes a sophisticated process to
perform a charter school feasibility study. We provide a comprehensive demographic and
vicinity school data analysis for a school project, which serves as a basis for enrollment and a
marketing plan. Our district databank, linked to map-plotting software, allows our team to
provide an analysis of current student enrollment and facility capacity in virtually any section of
a school district and to subsequently provide guidance for decision making with regard to future
schoollocational needs.
We would like to highlight the following points regarding our response the City's RFQ:
. Timing: If the feasibility study validates the sustainability of operating a municipal
charter school in school year 2008-09, numerous activities are required to attain school
district approval, construct/convert a facility, and conduct marketing activities to open a
school in 2008-09. If the City intends to consider opening in 2008-09 the feasibility
study must begin in May 2007 to accommodate the additional activities that are required
to open the school.
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6245 N. Federal Hwy., 51h Floor, FI. Lauderdale, FL .l.l.l0S
Phone: 954-202-.l50(J . Fax: 954-202-.1512
'www.charterschoolsusa.coIl1
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. Objectivity: We believe that you will find CSUSA is uniquely qualified to provide the
services requested by the City of Ocoee. Moreover, CSUSA will provide an independent,
objective analysis of the feasibility to establish a municipal charter school in Ocoee. If
the feasibility study demonstrates the need to operate a charter school, CSUSA would be
interested in pursuing the opportunity to provide ongoing operations management
services. However, it is imperative for the City to understand that CSUSA demands a
rigorous study to determine the feasibility of operating a charter school prior to our
organization committing to perform management services. CSUSA will accept risk in
our fee structure to operate a school; therefore we have a vested interest in assuring the
demand for a sustainable charter school exists prior to moving forward.
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. Insurance: CSUSA has reviewed the insurance requirements defined in the RFQ for an
awarded contractor. We will comply with these requirements if the City selects CSUSA
to perform the feasibility study.
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We look forward to the opportunity to provide services to your municipality and we thank you
for your consideration.
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Sincerely,
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Jonathan K. Hage, President & C.E.O.
Charter Schools USA
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6245 N. Federal Hwy, 5'" Floor, Ft. Lauderdale, FL 33.,08
Phone: 954-202-3500 . Fax: 954-202-3512
www.charterschoolsusa.com
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COMPANY INFORMATION/SIGNATURE SHEET RFO #0705
FAILURE TO COMPLY WITH THESE RFQ INSTRUCTIONS WILL RESULT IN DISQUALIFICATION OF
YOUR QUALIFICATION PACKAGE. PLEASE SIGN BELOW ATTESTING THAT YOU HAVE READ AND
UNDERSTAND ALL RFQ INSTRUCTIONS AND THAT YOU UNDERSTAND THAT THE SUCCESSFUL
RESPONDENT WILL BE REQUIRED TO ENTER INTO A LEG ALL Y BINDING CONTRACT WITH THE CITY
OF OCOEE.
Charter Schools USA
COMPANY NAME
(954) 202.3500
TELEPHONE (INCLUDE AREA CODE)
(954) 202.2047
FAX (INCLUDE AREA CODE)
jhage@charberschoolsusa.com
E-MAIL ADDRESS
IF REMITTANCE ADDRESS IS DIFFERENT
FROM PURCHASE ORDER ADDRESS,
PLEASE INDICATE BELOW:
Jonathan K. Hage pr
NAME/TITLE (PLEASE PRINT)
6245 N. Federal Hwy. 5th FL
STREET ADDRESS
Ft. Lauderdale, FL 33308
CITY STATE ZIP
& CEO
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FEDERALID# 65-0943334
_Individual ~Corporation _Partnership _Other (Specify)
Sworn to and subscribed before me this I q day of ~yV{
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Produced Identification
, 20 0 1.
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(Type of Identification)
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[{sa ~ .:5~~iV
Printed, typed or stampe
Commissioned name of Notary Public
i$..\-:;.r}j:;;;.~ USA J. SHAPIRO
~*(Itt."-;f*~ MY COMMISSION 1/ DO 319433
~~~-$~ EXPIRES: May 16, 2008
',P'ft,f't,\" Bonded Thru Notary Public Underwriters
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RFQ #0705 Charter School Feasibility Study
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City of Ocoee RFQ 0705
Table of Contents
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I. FirmfT eam's General List of Qualifications..... ..... . .. . ......... ... .. .............
1) Why Team CSUSA.......... ............. ...... ......... ......... ...... .........
2) Overview of CSUSA.................................................. ............
3) Overview of PMG Associates.. ............ ..... .......... ...... ........ .....
4) List of Recently Completed Similar Services. ............. ...... ..... ....
5) Client References...............................................................
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II. Project Teams Specific Qualifications.... ......... ....... ............ ...... .....
1) Project Team Organization Chart.........................................
2) Project Coordination Structure...................................... ........
3) Project Team Education and Specific Experience....................
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III. Anticipated Scope of Work.. ............... ...... ........ ............. ...... ....... 14
1) Project Activities & Work Tasks........................................... 14
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IV. Project Schedule..................................................................... 16
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Appendix A - CSUSA and PMG Associates Management Team Profiles...
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Appendix B - Sample PMGA Survey.................................................
Appendix C - CSUSA School Profiles................................................ 35
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CHARTER SCHOOLS
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copyright <9 2007 by Charter Schools USA. All rights reserved.
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City of Ocoee RFQ 0705
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CHARTER SCHOOLS
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I. FirmfTeam's General List of Qualifications
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This section provides an overview of the Firmrream's general qualifications (including sub-consultant
relationships), a list of recently completed similar projects, and client references.
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Charter Schools USA, Inc (CSUSA) has partnered with PMG Associates (PMGA) to provide an
unparalleled team of experts spanning the entire array of services requested by the City of Ocoee
(City). CSUSA and PMGA have a 10+ year history of partnering to perform cost-effective charter
school feasibility studies. CSUSA will be the prime contractor, with a sub-contract relationship with
PMGA. CSUSA will maintain responsibility for all project activities. PMGA's role on this project is to
provide leadership in conducting a demand analysis and surveying the community to determine
support for a charter school. PMGA will perform an unbiased, independent analysis of market
conditions that will be provided as a stand alone document to the City. Appendix B provides an
example of a community survey performed by PMGA for a similar client.
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Why Team CSUSA?
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Unparalleled Expertise. Our project team and organization provides the City subject matter
expertise across all facets of charter school development. From analyzing data, conducting surveys,
understanding the political environment, financing, design & construction, and all the way through to
starting up and operating a charter school CSUSA has experience that can be quickly brought to
bear. Moreover, CSUSA has been an innovator in the development of charter schools and is a
national leader in municipal charter school management.
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Guaranteed to be Unbiased. CSUSA is a charter school operator that may be interested in
performing these services if the City decided to operate a charter school. However, it is important to
note that CSUSA's business model is to accept risk in contracting to operate a charter school.
Therefore, we demand a rigorous and independent analysis (one by PMGA and one by CSUA) to
determine the feasibility of a successful charter school prior to making a long-term investment. The
City is assured of an unbiased result by selecting a partner that understands the importance of an
objective analysis to support the potential of a risk taking business venture. The unparallel
qualifications of CSUSA as the state's largest charter school manager combined with the financial
and resource investment CSUSA takes when developing and operating a school project assures a
client of the most comprehensive and accurate analysis possible.
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Long-term Commitment. The RFQ cites the city's interest in potentially expanding the scope of
services to include development and management of a charter school. CSUSA is a market leader in
providing these services and has established long-term relationships with other municipalities and
foundations to support their vision of operating a charter school program.
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An overview of each organization is provided below. Appendix A provides biographical descriptions
of the management team for each organization. Please refer to Section II of this response for a more
oil detailed description of the project team.
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copyright (Q 2007 by Charter Schools USA. All rights reserved.
City of Ocoee RFQ 0705
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CHARTER SCHOOLS
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Overview of CSUSA
Founded in 1997, CSUSA is the first and largest charter school education management company in
Florida. CSUSA operates 26 schools on 16 campuses in Florida where current enrollment exceeds
13,000 students; during the 2003 and 2004 school years, CSUSA opened 8 new charter schools; in
August 2005 CSUSA opened 3 new feeder-pattern middle schools in Miami-Dade and Broward
County. In August 2006, CSUSA opened the Palm Bay Community School-Patriot Campus. CSUSA
is the largest operator of municipally organized charter schools in the US.
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CSUSA's corporate headquarters are based in South Florida, with nearly 50 local and
regional support team members who have the expertise to design and implement proven successful
educational and school management strategies and over 1 ,400 employees dedicated to specific
schools. Since its founding, CSUSA has graduated hundreds of students sending the majority to post-
secondary education.
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CSUSA has unparalleled experience and qualifications in charter school management, including team
members with direct oversight to plan, design, develop, staff, budget, operate, equip, and maintain
charter school facilities as contemplated by the City of Ocoee.
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Over the past 8 years, CSUSA has developed and operated K-8 schools, K-5 schools, 6-12 schools,
and 9-12 schools. These schools have ranged in type and size from as little as 20 students to more
than 1,400 students. In August 2006, CSUSA opened a new high school for up to 1,600 students in
Lee County. This school receives students from three CSUSA-operated K-8 charter schools in the
area, creating the State's first county-wide charter school continuous feeder pattern.
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Projects include: operating three municipal charter schools (including managing the first municipal
charter high school in the nation for 5 years) as well as managing Miami-Dade's first municipal
charter school centrally located in Miami's Downtown District. Appendix C provides profiles of
CSUSA's network of schools.
CSUSA's scope of services includes, but is not limited to:
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Plannina & Development
. Assess demographic and market needs
. Evaluate public and business support for formation of a charter school
. Physical site selection & detailed facility design and construction
. School configuration and student population requirements
. Development of financial models (revenue sources, operations costs)
. Financing models
. Completion and submission of charter application and other pertinent documents
. Charter contract negotiations
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Financial Manaaement
. Establish accounting systems
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copyright (Q 2007 by Charter Schools USA. All rights reserved.
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City of Ocoee RFQ 0705
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CHARTER SCHOOLS
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. Budget development and oversight
. Operation and capital budgets
. Monthly, quarterly, and annual financial and governmental reporting and analyses
. Fundraising, where applicable
. Application for grants and loans
. Third-party audit assistance
Education Manaaement
. Customized curriculum designed to meet national, state, and local standards
. Continuous program evaluation
. Accountability
. Sustainable performance
. Curriculum material selection
. Student data analysis
. Student individual education plans, assessments, records, etc.
. Professional/school development
. Teacher instructional support, coaching, and mentoring
. Assistance in coordinating parent, teacher, and student organizations
Operations Manaaement
. Assist in recruiting advisory board
. Ensure state, local, and school board compliance
. Develop and manage project implementation timeline
. Negotiate contracted services (food, transportation, security, custodial, etc.)
. Enrollment marketing plan
. Student registration
. Parent and student orientation
Facilities Manaaement
. Strategic financing and construction partnerships
. Assist in site acquisition and/or lease negotiations
. Liaison with building and/or renovation team to ensure quality and design standards are met
. Operational design of classrooms and school space
. Programmatic input for functionality purposes
. Procure furniture, fixtures, equipment, and supplies
. Secure basic utility services (phone, water, electric & disposal service)
Human Resource Manaaement
Employee benefits
Worker's Compensation and 401 k
Personnel administration: hire and employ principals, teachers and other staff
Personnel policies and procedures
Ongoing staffing assistance
4
copyright @ 2007 by Charter Schools USA, All rights reserved.
City of Ocoee RFQ 0705
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CHARTER SCHOOLS
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. Payroll service
. Government compliance and reporting
. Professional back-office services
0liiIl.
TechnoloQV ManaQement
. Development & Maintenance of CSUSA's proprietary Student Information System
. Design and development of technology labs and student stations
. Local area network installation
. Wide area network installation
. Remote access and software integration
. Technology support
. Purchasing of technology
. Maintenance of school websites
. Email hosting
J\Ilj
CSUSA schools are individually developed to meet the unique needs and requirements of the client
and community, while also taking advantage of the efficiencies in scale afforded to a large Education
Service Provider The educational advantages of CSUSA exceed those of most public schools,
including data driven differentiated learning techniques, integrated technology, parental involvement
contracts, student uniforms, enforced discipline policies, highly qualified staff, community focus and
high academic performance. The organization's improved administrative efficiencies, its outsourcing
of selective services, its continued training program for educators, and its ability to react promptly to
changes in the environment have contributed to further classroom funding and increased teacher
performance.
..
'"
(Please refer to Appendix A for biographical profiles of the CSUSA management team, PMGA team,
and to view the company's organizational chart.)
Overview of PMG Associates
The basic business premise of PMG Associates, Inc. (PMGA) is to provide economic, management
and marketing services to a variety of public and private clients. Our firm was founded in 1984 and
has been serving clients throughout Florida, the Caribbean and Mexico since that time. PMGA is a
Minority Business Enterprise (Woman Owned Business) which specializes in the financial and
planning aspects of development.
'...
~\iiii
PMGA strives to provide our clients with the most cost effective solution to the questions they face.
Economic Impact analyses are performed not only to meet an academic measurement of data, but
also to identify the meaning of the numbers and how they affect the complimentary industries. In the
area of statistics and surveys, emphasis is placed on correct selection of the survey sample to avoid
errors.
.,..
.<lI
In addition to citizen surveys PMGA also provides municipal consulting services in the area of urban
planning, infrastructure analysis, financial planning and economic evaluation. These additional
5
copyright @ 2007 by Charter Schools USA. All rights reserved.
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~A '
services will enable us to fully understand the magnitude of the surveys to be conducted and provide
better results. Other services include:
'"
Economic Impact of projects is analyzed to determine the impact on the surrounding area including
the economy, employment and other aspects of the business community.
~
Feasibility Studies, which examine the potential revenues as well as the costs of developing and
operating the project.
~
Financial Planning, including an analysis of the return on investment, funding for the project and
overall financial operation.
,~
Infrastructure Requirements are addressed through an evaluation of the needs of the community and
the subsequent capital projects required to meet these needs.
cililf
Visioning Sessions/Focus Groups of projects and issues to secure community input, involvement and
consensus building.
,""
Public Participation including workshops and meetings to solicit and address community needs,
perceptions and initiate goal setting strategies.
4Ii
Statistics and Surveys address the current and future needs of individuals and populations to
ascertain goals, marketing potential and trends.
Demographic Analysis and Projections are performed on many projects to identify the population
expected and the characteristics of this group including income, age, housing and other factors.
List of Recently Completed Similar Services
The CSUSA Team has extensive experience in planning, design, and management of charter
schools. Moreover, we have partnered with PMGA during the initial planning phases of several
previous projects. Exhibit 1.1 below provides a summary of recent projects of similar scope.
Additional details can be provided upon request.
...
.1i/Ii
Exhibit 1.1 - Recentlv Completed Similar Services
...
City of Palm Bay
2005 -
present
~ Conducted all Planning, Design, Construction,
Development, and Ongoing Management of a K-
8 school in Brevard County
~ Conducted demographic analysis of target
market area and surve ed communit for interest
'iiIi
6
copyright @ 2007 by Charter Schools USA. All rights reserved.
,<ili
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~A .
'.
~ Advised City on site selection options
~ Developed Charter Applications / Contracts,
00f including financial models
~ Provided financing alternatives and managed
bond financing deal
.. ~ Managed construction of facility
~ Perform ongoing management of 1 ,400 student
station K-8 school
... ~ Provide continued planning and design work for
develo in three additional schools b 2009
Lee Charter Foundation 2004 - ~ Conducted all Planning, Design, Construction,
.. present Development, and Ongoing Management of Five
charter schools in Lee County
~ In 2007 managed all aspects of 80+mm bond
;;ri financing deal to acquire four existing schools,
including:
0 Detailed demand analysis and enrollment
.,"4 projections through 2011 for each school
0 Identification of financing alternatives
0 Secured bond conduit relationship with
County
0 Provided financial/operational data
requirements for potential investors
0 Developed legal documents for property
acquisition and bond financing
0 Conducted site visits for prospective
investors
~ Conducted demographic analysis of target
market area and surveyed community for interest
~ Developed Charter Applications / Contracts,
including financial models
~ Managed construction of facilities
~ Provide continued planning and design work for
additional schools
,~ Renaissance Charter 2004 - ~ Conducted Planning, Design,
Foundation present Construction/Renovation, and Ongoing
Management of three charter school facilities
in Miami-Dade and Broward Counties.
~ Conducted demographic analysis of target
market area and surveyed community for interest
~ ~ Developed Charter Applications/Contracts,
including financial models
~ Mana ed construction/renovation of facilities
A
7
copyright (Q 2007 by Charter Schools USA. All rights reserved.
,il
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~SA >
...
~ Provide continued planning and design work for
additional schools and upgrading current facilities
"*
Four Corners Charter
Foundation, Inc
2006-
present
~ Selected through RFP process to takeover
management of existing charter school in
Osceola County
~ Conducted transition activities to assume
operations responsibility from previous
management company (Imagine Schools)
~ Developed financial model for operations
~ Provide day-to-day management of school
operations
~ Conduct ongoing planning activities to upgrade
facilit
""
~
~
..
i.
...
PMGA Independent Services
In addition to supporting CSUSA on the projects citied in Exhibit 1.1, PMGA has also performed
numerous projects of similar scope for other clients. Below is a summary of additional projects
completed by PMGA in the last five years.
""
-
PROJECT: Charter School Survey, Village of Miami Shores, Miami Shores, Florida
DESCRIPTION: This municipality wanted to measure the interest of households with school age
children who could have an interest in sending their child(ren) to a Village-run charter school. Over
300 completed surveys were conducted in a 7 mile radius to ascertain whether there would be
sufficient numbers of middle and high-school children to fill the new school. It was found that there
was an over whelming demand for this type of school. PMGA is the prime contractor. Project was on-
time and on-budget.
.
.oil
""
PROJECT: Charter Schools - Various areas throughout the USA
DESCRIPTION: Charter School Surveys - These surveys measured the interest of households with
pre-school and school-age children who would have an interest in sending their child(ren) to a charter
school. Duties entailed the determination of area to be surveyed, the determination of sample size for
the specific population, survey development, the specific areas of interests/conduct of the students
and parents, conducting the surveys, data collection and processing, report, cross-tabulations and
presentation of results.
· Houston, Texas
· Bridgewater (Orange County), Florida
· Summerport (Seminole County), Florida
.,
,<iii
..
8
copyright IQ 2007 by Charter Schools USA. All rights reserved.
,'"
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..
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....
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a
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..
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City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~SA >
· Aventura, Florida
· North Lauderdale, Florida
· Miami, Florida
· Homestead, Florida
· So. FI. Tech., Miramar, Florida
· St. Cloud, Florida
· Orlando, Florida
· Parkland, Florida
· Hialeah Gardens, Florida
· West Dade, Florida
· Plantation, Florida
· Miramar, Florida
· Orange/Ulster Counties, New York
· Coral Springs, Florida
· North Fort Myers, Florida
· Bonita Springs, Florida
· Hollywood, Florida
· Gateway (Lee County), Florida
· 6 Mile (Lee County), Florida
PROJECT: Market and Attitude Survey, Florida Memorial College, Miami, Florida
DESCRIPTION: Completed a survey of households with school-aged children to determine
perceptions and attitudes regarding historically black colleges, and well as their attitudes towards
higher education institutions and programs. This survey was conducted in the two largest counties in
Florida. PMGA is the prime contractor. Project was on-time and on-budget.
PROJECT: Economic Consultants, Central Florida Regional Planning Council (CFRPC)
DESCRIPTION: Completes economic analysis of DRI submittals on behalf of the RPC. The duties
include the review of the ADA Application with emphasis on the economic, employment, tax
generation, housing and public services portions of the application. The review included
determination of levels of standards and obligations of the public entities in the new development.
PROJECT: Florida Demographic Estimates and Update, Lauderdale Lakes, Florida
DESCRIPTION: Completed preparation of demographic estimates for the City of Lauderdale Lakes
market area will be based on the identification of new residential and commercial projects within the
boundaries that have not been included in demographics by the United States Census or studies
supplied by outside marketing data firms. The demographics will include: additional housing units by
type, population estimates, household income levels, disposable income and spending patterns. A
final report will supply the methodology, presents the additional demographic data and offers a
complete demographic analysis. The report will be suitable for use to potential business location
analysis that depicts the true market demand for the area and the ability to support business
development.
9
copyright @ 2007 by Charter Schools USA. All rights reserved.
City of Ocoee RFQ 0705
Client References
;;;Ij
~
CHARTER SCHOOLS
~A .
Client references are provided below. Additional references are available upon request.
City of Palm Bay
Ifeld@ palmbayflorida.org
...
.<011
Lee Charter
Foundation /
Renaissance
Charter
Foundation
City of Coral
Sprin s
City of Aventura
.J\+I
..
...
Four Corners
Charter
Foundation, Inc.
,~
'...
-:,.j:
,..
-~
...
.....
...
Lee Feldman, City
Mana er
Ken Haiko,
Chairman (both
foundations)
Mike Levenson,
Cit Manager
Erik Soroka, City
Mana er
Jay Wheeler,
Osceola School
Board
321.952.3413
954.562.1671
954.344.5906
305.466.8910
407.390.0505
10
kenh618@aol.com
mlevinson @coralsprings.com
esoroka@cit ofaventura.com
wheelerj@asceola.k12.fl.us
copyright (Q 2007 by Charter Schools USA. All rights reserved.
City of Ocoee RFQ 0705
~
CHARTER SCHOOl.S
~A '
II. Proiect Teams Specific Qualifications
This section provides the project team organization & coordination structure, project member
qualifications, and team roles. Please refer to Appendix A for biographical descriptions of project
"'" members.
Exhibit 2.1 below provides a project organization chart.
Exhibit 2.1 - Proiect Team Oraanization Chart
r--'-'-'-'-'-'-'-'-'-'
I
I
I
I
I
\\iIi
.-.-.- - .- .-.- -.-.-
Project Director
Jon Hage
Project Manager Sub-Consultant
Richard Page ---- PMG Associates
I
I I I I I
Project Consultant Project Consultant Project Consultant Project Consultant Project Consultant
David Cash Lorrie Davidson Lisa Maxwell Ivy Benardo Sherry Hage
I
I
I
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L
Ocoee City Manager
Project Sponsor
~
""
Key Points about the Project Team:
. Project Director- Jon Hage is a leader in the charter school movement with a depth of
expertise in developing charter schools. Mr. Hage has been developing charter schools since
the inception of the charter school legislation and understands all facets of development
including political, market analysis, financing, design and construction, school configuration,
and financial modeling.
. Project Manager - Richard Page is the Vice President of Operations for CSUSA, with
responsibility for managing the day to day operations of the network of schools in CSUSA. In
,....
>M
11
copyright co 2007 by Charter Schools USA. All rights reserved.
.~
City of Ocoee RFQ 0705
~
CHARTER SCHOOl.S
~SA .
~..
addition Mr. Page is an experienced project manager and business consultant having worked
for a "Big 5" accounting/consulting firm prior to joining CSUSA.
. Sub-Consultant - PMG Associates is an objective, independent entity that specializes in
performing feasibility studies for municipalities. They have successfully performed many
charter school feasibility studies, with CSUSA and separately. Their independent analysis will
be shared with the City as a stand alone body of work.
. Project Consultants - A broad array of experts will provide services to the City on this project
team. CSUSA has expertise across each discipline required to meet the needs of the City and
will deploy these experts as a component of this project.
...
~
You will find the CSUSA Team has skills across the disciplines required to be successful on this
project and into the future should the City decide to expand the scope of this project into development
and operations of a charter school. Our organizational chart and profiles of other key members are
included in Appendix A along with the project team. These staff will be pulled into the project as
necessary. Exhibit 2.2 below provides a crosswalk of the education, certifications, and specific
qualifications of the project team.
...
""
"'*
Project Coordination Structure
...
Effective communications and coordination are essential to managing a project of this complexity.
CSUSA will coordinate activities through the Project Manager, Richard Page. Mr. Page will be the
primary liaison between CSUSA and the City's project team. Moreover, Mr. page will coordinate
activities among the CSUSA project team. Project coordination will occur through managing the work
plan, conducting project team meetings, preparing status reports, and ongoing communications with
each project member as required. Mr. Page will also coordinate the activities of our sub-consultant,
PMGA. Mr. Page will conduct weekly meetings and provide status reports to the Project Director, Jon
Hage. Mr. Hage will also coordinate directly with the City Manager and Commissioners where
necessary.
..
...
...
CSUSA recommends routine meetings with the City's project team. These meetings would include
the Project Director, Jon Hage, Project Manager, Richard Page, and other CSUSA team members
based on the subject matter discussed.
Iiil'iI
""
...
...
12
copyright @ 2007 by Charter Schools USA. All rights reserved.
..
City of Ocoee RFQ 0705
~
CHARTER SCHOOl.S
~SA >
iilIIIl
Exhibit 2.2 - Proiect Team Education and Specific Experience
..
Jon X X X X X X X X
.. Hage
... Richard X X X X X X X
Page
.....
Lisa X X X X X
Maxwell
"" David X X X X X X
Cash
Lorrie X X X
iiII( Davidson
Ivy
Benardo X X X X
Sherry
.. Ha e X X X X X
Kathy
Genot X X
""
Phil X X
Genot
..
A,,",
Wjj
..
...
~
..
13
copyright @ 2007 by Charter Schools USA. All rights reserved.
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~A .
III. AntieiDated SeoDe of Work
~
This section provides a description of the proposed scope of work, including plan of action and
description of work tasks. The activities described below are based on the scope of work defined in
the City's RFQ. The activities described form the foundation of a more detailed project plan that
would be developed upon execution of a contract between the City and CSUSA. If awarded, CSUSA
recommends a workshop be conducted with City project members and CSUSA to finalize the scope
of work, deliverables, and timeline prior to contract execution.
""if
""
During this Assessment Phase, the viability of the proposed project will be measured. This phase
provides the City with the necessary information to make a sound decision on whether the City is
prepared to organize a charter school or convert an existing school. The result of this phase is a
recommendation to move forward with implementation or abandon/postpone opening a school until
conditions are more favorable.
'.
...
Exhibit 3.1 identifies and describes the key project activities and work tasks. Refer to section IV for a
detailed presentation of the proposed project schedule and milestones for this project. The activities
described in this response reflect the scope of work for the initial phase of services presented in the
City's RFQ, Project plans would be developed for any additional scopes of service upon the City's
request.
...
,iiftJ
Exhibit 3.1 - Proiect Activities & Work Tasks
'*
Conduct & Analyze
Market Data
. Gather demographic, economic, growth data
. Gather student population/enrollment data
. Conduct community survey
. Analyze data and compile report
. Deliverable: Education Needs Report -findings from
demand analysis, includes PMGA report and
supplemental analysis from CSUSA. See Appendix B for
a sample of the Community Survey provided by PMGA
.4iJ
'dfll
Existing School
Conversion Analysis
. Profile existing schools
. Research state level conditions
. Develop strengths and weaknesses
. Deliverable: Conversion Analysis Report - Profile of
existing schools, review of state level conditions
regarding conversion, and advantages/disadvantages of
conversion
. Review demand analysis data
. Develop recommended grade level design
. Develop total student station projections
. Develo class confi urations and education ro ram
..#11
.)!#iI
School Configuration
,.
'.
14
copyright <9 2007 by Charter Schools USA. All rights reserved.
'..
City of Ocoee RFQ 0705
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111
Financial Modeling
requirements
. Deliverable: School Configuration Report - Based on
demand analysis, provides recommended school
configuration of grade levels, numbers of classes, total
student stations, and educational program design
components
. Review property inventory to determine potential sites
. Conduct physical site visits
. Conduct preliminary due diligence
. Deliverable: Site Selection Analysis Report - Report
summarizing options for physical locations based on
ro erties identified b the Cit
. Document design & construction cost estimates
. Develop projected staffing model
. Develop projected operating budget (revenues &
expenses)
. Transportation strategy
. Review funding alternatives and provide
advantages/disadvantages of alternatives
. Determine expected City contribution / risk exposure
. Deliverable: Financial Feasibility Report - Projections
of operating financial statements (revenue & expenses),
construction costs, financing alternatives, and the City's
potential contribution and risk exposure
,,wj
1i4i
Site Selection
""
,\\Ii
..iillI
'..f
,~..
15
copyright <0 2007 by Charter Schools USA. All rights reserved.
4
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
'-.:': A '
.oj
IV. Proiect Schedule
'"
This section provides an overview of the project schedule based on the plan of action defined in
Section III and is based on the scope of work defined in the City's RFO. This is a preliminary project
schedule that would be finalized with the City upon award. The project schedule assumes a start
date of 5/21/07. These dates would be modified based on actual date of contract execution.
i.
,!III
Exhibit 4.1 presents the project schedule of activities and milestones. Refer to section III for a more
detailed description of the project activities. The activities described in this response reflect the scope
of work for the initial phase of services presented in the City's RFO. Project plans would be
developed for any additional scopes of service upon the City's request.
,tj
Key Project Milestones:
. Educational Needs Report - findings from demand analysis, includes PMGA report and
supplemental analysis from CSUSA. See Appendix B for a sample of the Community Survey
provided by PMGA.
. Conversion Analysis Report - Profile of existing schools, review of state level conditions
regarding conversion, and advantages/disadvantages of conversion.
. School Configuration Report - Based on demand analysis, recommended school
configuration of grade levels, numbers of classes, total student stations, and educational
program design components.
. Site Selection Analysis Report - Report summarizing options for physical locations based on
properties identified by the City.
. Financial Feasibility Report - Projections of operating financial statements (revenue &
expenses), construction costs, transportation strategy, financing alternatives, and the City's
potential contribution and risk exposure.
,MJ
<'Ii
,~
In addition, CSUSA will provide progress reports and present findings at City Commission meetings
as requested.
,.
-""
""
..
..
16
copyright @ 2007 by Charter Schools USA. All rights reserved.
"
IL
..
, " .. it .. t, .. j
r.
Exhibit 4.1 - Project Schedule
10 io ! Task Name Duration I Slart finish
! ,..- siB ~
i oi:oft F.aSfbliiij1iiiidy 42 days iioii 5t21tijf - Wod7/18/1ifr-_n.--
2-' !e! Conttact Executed o days Mon 5/21107 Mon 5121107!
Collect & Analyze market Data 15 days Mon 5/21107 Frt 618107 i
I
Demographics 10 days Mon 5121107 Fri 611107 i
,
Student Enrollment 10 days Mon 5121107 Fri 611107,
I
Population Growth 10 days Mon 5/21/07 Fri 6/1107 ~
I
Community Support Survey 8e1ays Mon 5/21107 W.d 5130107 !
Develop Draft Instrument 2 days Moo 5121/07 Tue 5/221071
Review & Approve (city) 1 day Wed 5123/07 Wed 51231071
10 Conduct Survey 5 days Thu 5/24/07 Wed 5130107 !
I
"11 I Analyze Data 3 days Moo 6/4/07 Wed 616107 ~
I
'12-' i Develop Draft Report 2 days Thu 6f7/07 Fri 618/07 i
,
13 I Submit Educational Needs Report o days Fri 6/8/07 Fri 618107 !
-14-- i Existing School Conversion Analysis 15 dayo Mon 5/21107 Frt 618107 ,
I
lS I Develop School Profiles 10 days Moo 5121/07 Fri 6/1107;
16 1 Slate wide comparison analysis 10 days Moo 5/21/07 Fri 6/1/07 i
-'H- i Develop strength/weakness report 5 days Mon 614107 Fri 6181071
- 18 1 Submit Conversion Analysl. Report o days Fri 6/8/07 Fri 6/8107 !
.. I I
19 ! School Configuration & location 20 day. Mon 5128107 Frt 6122/07 i
20 I Sehoal Configuration 10 days Mon 6111107 Frt 61221071
21. I Determine grade level targets Sdays Moo 6/11107 Fri 6/15/07
22' ! Determine class oonfigurations Sdays Mon 6/11/07 Fri 6/15/071
I
23 Determine Program Requirements S days Mon 6/11/07 Fri 6115107 j
,
24 Develop School Configuration Report 5 days Moo 6/18/07 Fri 6122107 ,
I
2S Submit School Configuration Report o days Fri 6122/07 Fri 6/221071
26 SIto Selection 20 days Mon 5128107 Frt 6/22107 i
- '1.7"- Review City property inventory S days Mon 5/28107 Fri 6/11071
28 I Conduct physical site visits S days Mon 6/4/07 Fri 618107 i
I Fri 6115107 j
29 1 Conduct preliminary due diligence of potential site- Sdays Moo 6/11/07
30 i Develop Site Selection Report 5 days Mon 6118107 Fri 6122107 ;
31 i Submit SIto Selactlon Anolyo" Raport o days Fri 6122/07 Fri 6/22/07
I
32 I Financial Modeling 15 days Mon 8111107 FrI 6129107 I
,
33 I Develop Cost of design & construction or conversion S days Moo 6/11/07 Fri 6115107 j
34' I Determine staffing requirements 5 days Moo 6/11/07 Frl 6/15/07 ;
35" ! Develop Cost of Operation & Management 5 days Mon 6/11/07 Fri 6/15/07 i
36 Identify Revenue Sources 5 days Mon 6/11/07 Fri 6/15/071
1 Fri 6/15/071
37 , Identify Funding Alternatives 5 days Mon 6111107
.. I I
38 Determine City's contribution and risk exposure 5 days Mon 6/18107 Fri 6/22/071
39 Develop Financial Feasibility Report 5 days Mon 6/25107 Fri 6129107 i
40 i Submit Financial feaalblllty R.port o days Fri 6/29107 Fri 6/291071
I
"41 I City Commission Meetings 30 days Wod 618107 Wed 7/181071
42 i~ June Meeting o days Wed 6/6/07 Wed 8161071
43 i8 June Meeting o days Wed 8/20107 Wed 61201071
"44 l~ July Meeting o days Wed 7/4/07 Wed 7/4107 J
,
45 1}3 July Meeting o days Wed 7/18/07 Wed 7/18107 !
Project: Ocoee plan v1
Date: Thu 4/19107
Task
~ _~ Progress
Milestone
.
Split
,
~.-
Summary ..... .....
Project Summary ~~'1-'''iSSl~o!'llt~
Page 1
June
5127 . - --"6i3-:-::-' _ -J!19 :-.. - ai1r
-....
.:j.
.618
v_
Extemal Tasks
Extemal Milestone V
i.o!u,I~, _
----6f.!4-. .1.. . l/1-T-:--J/8-~:':- . 'i'l15 i.. .71<2.
~_._. .___1
'-
'..
.618
L_~___J
i,.___.._J-i
L-=.:.J--{
'__11
. 6122
""
~
- I
+8122
..__.._..J,
+8/29
...
.618
....
. 8120
.7/4
.7/18
'-
Deadline
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~SA '
...
,'04
Appendix A
"4
CSUSA and PMG Associates Management Team &
Organization Chart
..
-'4
~
...
..
;.tjjj
17
copyright @ 2007 by Charter Schools USA. All rights reserved.
..
CHARTER SCHOOLS USA ORGANIZATIONAL CHART
Updated: 04.17.07
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~A '
Charter School USA
Jonathan K. Hage, President and CEO
...
Jonathan Hage serves as the President and Chief Executive Officer of Charter Schools USA
(CSUSA), an education management company he founded in 1997. CSUSA is one of the nation's
fastest growing and most successful education companies, with approximately 1 ,400 employees
educating over 13,000 students across Florida. CSUSA schools produce some of the strongest
academic gains in reading and math in the nation based on state and federal standards. Under Mr.
Hage, CSUSA started the nation's first charter school-in-the-workplace, the first municipal charter
school and the largest charter high school. CSUSA currently operates 16 campuses comprising 26
grade configurations, including 2 schools that opened in 2006.
...
...
In 2003, Mr. Hage helped form the nation's first national association for the emerging private
education service industry, the National Council of Education Providers ("NCEP"). Representing the
$1 + billion industry, Mr. Hage serves as the founding president and chairman of the board of NCEP,
based in Washington, D.C. During the recent Presidential election, Mr. Hage was appointed to the
National Steering Committee of the Bush/Cheney 2004 Campaign as an education advisor and
spokesperson, promoting the charter school movement through well-guided, clear commentaries to
Education Week, Fox News and other national media who sought his opinion. During the 1992
Presidential race, Mr. Hage developed research material for President George H. W. Bush. Most
recently, Mr. Hage served on Governor Crist's Education Transition Team.
.-II
41
;;4lJ
*
Prior to CSUSA, Mr. Hage was President & CEO of Integrated Strategies Group, Inc. ("ISG"), a
corporate and government affairs consulting firm serving government, non-profit, political and
corporate clients. Prior to ISG, Mr. Hage was Director of Research for Jeb Bush's Foundation for
Florida's Future where he worked on education, tax and welfare reform. Mr. Hage wrote and
researched articles on State reform issues and has regularly testified before the Florida House and
Senate. Mr. Hage also assisted in the early development of the first charter school in Florida, the
Liberty City Charter School, a collaboration between Jeb Bush and T. Willard Fair, President of the
Miami Urban League. From 1990-1994, Mr. Hage served as Research Associate in Foreign Policy
and Defense Studies for The Heritage Foundation, a Washington, D.C. based think-tank, where he
researched, wrote and published public policy studies and articles. He has also served on multiple
public boards including Broward County's Charter Task Force and the State of Florida's Charter
Review Panel appointed by the Senate President.
...
'"
...
...
Mr. Hage served in the United States Army, Army National Guard and Army Reserves as a
commissioned officer in the Special Forces (Green Berets), from 1986-1996 and was discharged
honorably. He holds a B.A. in Political Science from the University of Colorado and an M.A.L.S. in
International Affairs and Economics from Georgetown University. Mr. Hage currently serves on the
Board of Directors for Goodwill Industries, Child Net and Associated Industries of Florida.
..
c....
18
copyright @ 2007 by Charter Schools USA. All rights reserved.
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City of Ocoee RFQ 0705
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CHARTER SCHOOLS
~A '
Richard Page, Vice President of Operations
..
As Vice President of Operations, Mr. Page oversees school compliance, board relations, facilities,
transportation, contract management, enrollment & marketing, information technology, and planning
& communications. Mr. Page brings a depth of experience in business management, data analysis
and modeling, contract management, government innovation, and public sector relations. Prior to
joining CSUSA, Mr. Page was the Chief Operating Officer for a land development/resort operations
company in the Florida panhandle. He also spent many years working for Bearing Point (formerly
KPMG Consulting) as a manager in the State of Florida government practice with lead responsibility
for Health and Human Services. Mr. Page started his career as an employee with the State of Florida
performing various roles primarily related to health care reform and financial analysis. Mr. Page holds
Bachelor's and Master's degrees in Economics from Florida State University and is a Certified Public
Account.
..
...
..
...
Lisa Maxwell, Vice President of Development
""
Lisa Maxwell is the Vice President of Development for Charter Schools USA. Ms. Maxwell received
her Bachelor of Arts degree from the University of Massachusetts where she majored in Legal
Studies and Political Science. Prior to joining our team Ms. Maxwell served as the Director of
Governmental affairs for the Builders Association of South Florida for 15 years before becoming their
Executive Director in 1997. Her responsibilities included all lobbying activities on behalf of the
development industry in South Florida. Ms. Maxwell worked on legislation relating to all aspects of
growth management, affordable housing, building code regulations, and other issues relating to the
housing industry. She interacted with numerous regulatory agencies including federal, state and local
legislative agencies. Ms. Maxwell served as the Builders Association of South Florida's Executive
Director until Nov 2000, when she accepted a position as the Director of Redevelopment-South
Florida for the Lennar Corporation. Ms. Maxwell has been charged with the responsibility of
generating all redevelopment activities in South Florida for the Lennar Corporation. These activities
include mixed-use, in-fill, urban regeneration, affordable housing, and the creation of public/private
partnerships for the redevelopment of inner cities.
...
...
,..
<A
'>NI
David Cash, Vice President of Corporate Finance
..
David Cash is a seasoned Certified Public Accountant who joined the Finance team of Charter
Schools USA, serving as Vice President of Corporate Finance. He brings over 25 years experience
in the auditing and senior financial management role. Mr. Cash began his professional career in
public accounting and achieved the position of Senior Audit Manager at Coopers & Lybrand before
owning his own CPA practice. He has served as a member of senior management teams for the last
ten years.
"',.,
,,",
Mr. Cash received his Bachelor of Science degree in Accounting from the University of Maryland. He
is a licensed certified public accountant in the states of Virginia and Florida. He has served his
;4
19
copyright @ 2007 by Charter Schools USA. All rights reserved.
,...
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~A '
profession by being active in the Florida Institute of Certified Public Accountants (FICPA); a member
of the Executive Committee, and was elected by his peers to serve a two-year term as regional vice
president of the FICPA. He has enjoyed working on numerous committees of the FICPA and was
president of the Institute's South Dade Chapter.
"..
Lorrie Davidson, Vice President of School Finance
...
Lorrie Davidson serves Charter Schools USA as Controller. Ms. Davidson joined CSUSA from key
accounting positions at major corporations in South Florida. Prior to CSUSA, she was the Controller
for Stephens Distributing Company, an Anheuser-Busch wholesaler, for five years. Prior to Stephens
Distributing, Ms. Davidson contributed in taking ProSource Distribution Services, a national food
distribution company, through its initial public offering. With an entrepreneurial spirit, Ms. Davidson
also ran her own financial consulting business focusing on computer automation, financial
management and business acquisitions. Her early career began at Barnett Bank of Palm Beach
County where she managed two banking offices in Northern Palm Beach County. Her focus at
Barnett was on Business Development and Commercial Lending. Ms. Davidson is a graduate of the
University of Florida with B.S in Accounting and B.S. in Business Administration.
...
....
""
,.
Sherry Hage, Vice President of Education
....
Sherry Hage is Vice President of Education at Charter Schools USA. Mrs. Hage obtained her Masters
Degree in Education from the University of Maryland. A seasoned educator for 17 years, her career
started in the elementary and middle school classrooms within the Broward County Public Schools
where she also served in the Curriculum Department as a Teacher on Special Assignment.
,4!
i4iI
Additionally, Mrs. Hage has worked as an Adjunct Professor for the School of Education at Florida
Atlantic University.
<II
Mrs. Hage has aligned the CSUSA Educational Model and the Student Information System with
Sunshine State Standards to ensure that the combination is innovative and stimulating both for the
teacher and the student. She is a keen supporter of educators, believing in their ability to guide and
move all students to higher levels of performance and proficiency, serving as a model for high
academic achievement. As Vice-President of Education with Charter Schools USA, she assesses and
monitors student progress at CSUSA-managed charter schools and continually refines and utilizes
best practices that promote high academic achievement for all.
...
..
-..,.
Ivy Benardo, Director of Enrollment and Marketing
...
Ivy Benardo joined Charter Schools USA in 2000 and serves as Director of Marketing and Enrollment.
Ms. Benardo's responsibilities include performing demand analyses, opening new schools and
maintaining full enrollment of our existing schools. As new school locations are planned and selected,
Ms. Benardo develops marketing strategies to ensure full enrollment. Ms. Benardo joined CSUSA
".
20
copyright @ ZOO7 by Charter Schools USA. All rights reserved.
'"~
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~A '
,..
having spent over 20 years in higher education administration. As Director of Student Services for
Nova Southeastern University Shepard Broad Law Center, Ms. Benardo served the academic affairs
and graduate/undergraduate student service areas, where she managed the progress and supervised
the support services for hundreds of law students. She was instrumental in developing software
design for a web based registration process and oversaw the integration of web based
communication with students to include grades, registration, curriculum selection and evaluations.
Prior to NSU, she was with Pepperdine University's School of Business and Management. There she
began in Program Administration managing the school's largest MBA track consisting of
approximately 1900 students. She then moved into the position of Director of Academic Affairs
serving the faculty and Dean in overseeing the operation of the educational centers located
throughout the Los Angeles area which served all students in seven graduate programs. Ms. Benardo
has a Bachelors Degree in Psychology from Herbert Lehman College, CUNY and has completed
credits toward an MBA.
cfflI
',4
Debbie Von Behren, Executive Vice President
...
Debbie Von Behren is Executive Vice President for Charter Schools USA. Her professional career
spans three decades and includes elementary, secondary and post secondary education as well as
strategic planning, organizational development and executive leadership. Prior to joining CSUSA, she
was co-founder and president of VBA Consulting Group an organizational development and strategic
planning consulting company. As president of VBA, she led her firm in many successful
engagements in the US, Canada, South and Central America, Europe and Asia. Clients included Dell,
Hewlett Packard, Nike Global Retail, Disney, Sun Trust Banks, The City of Coral Springs, Florida,
Florida Division of State Parks and many other world class organizations. Ms. Von Behren received
her Bachelor's degree in Education from Florida Bible College and subsequently taught elementary,
middle and high school. After completing advanced degree work at the University of Central Florida in
Organizational Development and at Rollins College's Master of Liberal studies, Debbie become an
adjunct professor at Valencia Community College's School of Business and Industry.
.",
""
...
.
...
Prior to founding VBA Consulting, she served as Director of Corporate Training for Harcourt Brace
and Jovanovich where she supported organizational and professional development projects for
divisions throughout the US including SeaWorld Parks, HBJ Publishing, WB Sanders and the
Psychological Corporation. Having served as an external consultant for Charter Schools USA, Debbie
is familiar with the organization's opportunities and challenges. Ms. Von Behren's role includes
executive oversight of strategic planning, organizational alignment and process and system
development to maximize operational effectiveness and to drive successful outcomes.
Mill
Ana Cordal, Lead Principal
!#lit'
Ana Cordal is a Charter Schools USA Lead Principal for our east coast schools and also the Principal
of Renaissance Elementary and Renaissance Middle Charter Schools in Miami. Along with her day to
day responsibilities of running an A+ school in Miami Dade County, she is also responsible for the
regional planning; performance monitoring/coaching; and professional development for our schools
on the east coast of Florida.
,iiI
..
21
copyright @ 2007 by Charter Schools USA. All rights reserved.
.XifI
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~SA '
.,..
Ms. Cordal has worked in the field of education for 11 years starting in the elementary classrooms in
the Miami Dade Public School System and also as an administrator for Charter Schools USA. Ms.
Cordal obtained her Bachelor's of Science in Communications and a Master's of Science in
Elementary Education from Florida International University in Miami.
,.,..
Joseph Roles, Jr. Lead Principal
".
Joe Roles is a Charter Schools USA Lead Principal for our west coast schools and also the Principal
of Gateway Charter High School in Lee County. Along with his day to day responsibilities of running a
school he is also responsible for the regional planning; performance monitoring/coaching; and
professional development for our schools on the west coast of Florida.
..
'"
Mr. Roles has worked in the field of education for more than 30 years the last 20 plus years in the Lee
County Public School System as a teacher and administrator. He earned his Bachelor of Science in
Education degree from Concord College in Athens, GA and his Master's degree of Art in Education at
Virginia Polytechnic Institute & Statue University Blacksburg, VA.
:iiiI
Aimee Roles-Coston, Director of Education
...
Aimee Roles-Coston comes to Charter Schools USA with ten years of experience in the field of
Education. In the Lee County School District, she served as a Language Arts teacher, staff
development trainer, and administrator. Aimee earned the Golden Apple Teacher award for
excellence in the classroom in Lee County in 2002. In the public school system, she assisted in
creating a teacher induction program as well as revising and implementing instructional strategies
and standards-based classroom training modules. Currently, she serves as Director of Education,
focusing on teacher training and staff development design. Aimee received her Master's degree in
Educational Leadership from Nova Southeastern University. She sees working with teachers
through staff development for Charter Schools USA as a great opportunity to impact student learning
in a positive way.
...
..
,~;j
Maria de L. Rodriguez, Director of School Support
.
Maria de L. Rodriguez, Ed.S. serves Charter Schools USA as Director of School Support, where she
is responsible for the oversight of school development, implementation, and compliance with state
and federal regulations. Ms. Rodriguez earned her Bachelors of Arts degree in Secondary Education
and English from the University of the Sacred Heart, in San Juan, Puerto Rico, a Master's degree in
Teaching English to Speakers of Other Languages from Florida International University, and an
Educational Specialist degree in Educational Leadership from Nova Southeastern University. For the
past 26 years, Maria's professional career has expanded from the classroom to several administrative
positions, having held positions as K-12 ESOL Coordinator; Diversity & Cultural Outreach Coordinator
and then Director, Diversity & Cultural Outreach with the Broward County Public School District. Ms.
Rodriguez has been an adjunct professor at Florida International University, and a Florida
Department of Education trainer for State-required ESOL training courses. Ms. Rodriguez serves as a
member of the Florida Department of Education FCA T Bias and Sensitivity review committees.
'\>.
.
"'!AI
'd!
22
copyright <9 2007 by Charter Schools USA. All rights reserved.
City of Ocoee RFQ 0705
~
CHARTER SCHOOL~
~A .
Diane Ratcliff, Sr. Director, Human Resources
""
Diane Ratcliff is responsible for the HR Strategic "People First" initiatives for the organization. Ms.
Ratcliff has 24 years of Human Resource and Project Management experience both domestically and
internationally. She served at Director of AT&T, Toshiba, and Golden Gate Seminary in higher
education. The scope of her experience includes new start-up and cultural and process improvement
transformations. Ms. Ratcliff holds a Bachelor's Degree in business from Barry University, a Master's
Degree in Theology from Golden Gate Seminary, and a Master's Certificate in Project Management
from George Washington University.
&i
David Morgan, Director of Information Technology
..
David Morgan serves as IT Director at Charter Schools USA. Mr. Morgan is responsible for leading
the Information Technology Team comprised of technicians, programmers and support personnel
located at the Corporate Headquarters and throughout the various schools. In addition to
management duties, Mr. Morgan is also the lead developer of CSUSA applications (including
CSUSA's custom Student Information System) and corporate database administrator. Mr. Morgan
brings over 14 years of experience with technology implementation and support in an educational
environment and has been managing IT teams for over 8 years. Mr. Morgan received his M.B.A. from
Nova Southeastern University.
...
<IIi
PMG Associates, Inc.
...
Kathleen R. Ginot, PMG Associates, Inc.
4
General Overall Experience:
Over 32 years experience developing analytical studies of research and survey projects designed to
determine public perceptions and to gather input for the development of programs for success.
Projects include all types of public opinion surveys and polling for municipal and private clients
throughout the US. Current owner of one of the few "exempt" Federal Do Not Call list firms. Performs
market analysis/research, stakeholder interviews/focus groups on projects ranging from housing and
commercial activities to utility systems to economic impact analysis. Conducts research and
evaluations of the economic impacts of capital projects for various municipal entities.
...
,.
Experience:
Completed over 20 charter school surveys throughout the US. These surveys measured the interest
of households with pre-school and school-age children who would have an interest in sending their
child (ren) to a charter school. Duties entailed the determination of area to be surveyed, the
determination of sample size for the specific population, survey development, the specific areas of
interests/conduct of the students and parents, conducting the surveys, data collection and
processing, report, cross-tabulations and presentation of results.
..
Assisted the Boca Raton Police Service Department with the formulation of a "Smart Choices" school
.",
23
copyright @ 2007 by Charter Schools USA. All rights reserved.
;41
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~SA '
survey instrument. This survey is used to measure the pre and post scores of students in local
private schools who had completed a 17 lesson course presented by the Department. The lessons
include: drugs and alcohol, bullying, peer pressure, communication and relationship skills, decision-
making choices and other topics and choices that elementary students face daily. Duties included;
survey/topic research, survey formulation, data collection and database input and reporting of results.
~"i
,ij(i
Completed citizen surveys for the City of Kissimmee, Florida since the mid-1990's. Responsibilities
have included assistance with type of survey used, survey instrument development to assess the
resident's opinions and perceptions regarding the variety of services provided, whether the
respondent has used the services and their satisfaction with the services. Semi-annual customer
service evaluations were conducted. Bilingual interviewers were used to reach the diverse population
in the area.
""
....
Completed a survey of households with school-aged children to determine perceptions and attitudes
regarding historically black colleges, and well as their attitudes towards higher education institutions
and programs. This survey was conducted in the two largest counties in Florida and for a historically
Black College for future planning and marketing purposes.
,;;;liif.
..
Completed telephone survey (2006) of citizens in the service area of Access Osceola for the City of
Kissimmee. This survey's goal was to ascertain customer's perceptions and satisfaction regarding the
services that Access Osceola provides and their insights on how to improve them. With 48% of the
population Spanish speaking, surveys were conducted with bi-lingual interviewers and information
was used to plan for future needs of the community. Bilingual interviewers were used to reach the
diverse population in the area.
While assisting during the Socio-Economic update for the City of Punta Gorda, was responsible for
the demographic revises after the City was hit by a number of hurricanes. Housing units by number
and type were updated not only for the City but also the County. These population and housing
demographics were projected to 2030.
...
;iii
....
Project Manager for the Evaluation of Customer Service for the Broward County Transit Division.
This project is a continuing contract to review the delivery of service by all facets of transit in Broward
County. The project uses mystery riders/shoppers to conduct themselves as regular customers of the
service. Each type of service is evaluated to determine if the stated service delivery requirements are
met. Monthly reports are reviewed with staff to measure the actual level of service delivered and any
changes in the levels previously attained. This was a four year contract that was renewed for another
three years with two possible one year renewals.
...
""
Four projects have been undertaken for the Miami-Dade Water and Sewer Department. The first was
to conduct six focus groups of customers of the WASD at different locations throughout Miami-Dade
County. All sessions were conducted in English, Spanish and Creole. Discussion subjects ranged
from satisfaction with services to possible new programs that the Department could offer.
~
>ill
Completed two projects for Miami-Dade Transit. The first was a survey of people who lived near or
crossed the South Dade Busway. This survey of 500 was to ascertain commuter's perceptions,
opinions and attitudes regarding traffic movements, impediments to safety and individual suggestions
"'*
24
copyright <Q 2007 by Charter Schools USA. All rights reserved.
~
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~A 0
"""
on highway improvements. The suggestions were regarding safety implementations such as "back
plating" traffic lights, longer stacking lanes, improved and more frequent signage and landscaping
improvements.
The second project for Miami-Dade Transit was a survey/poll of registered voters in Miami-Dade
County regarding their opinions on transit funding. This survey explored the voter's attitudes
regarding the last transit referendum regarding use of the penny sales tax proposal and voter
confidence in government administration of those funds. Also explored were preferences of funding
agency structure.
.l1iil
...
Completed Police Department public opinion survey for the City of Santa Paula, California. This
community had a majority Hispanic population, while having a majority non-Hispanic department.
Survey was able to define whether any segment of the population felt that they were being treated
differently.
'iI
.
Conducts the annual public works/recycling resident survey for the City of Coral Springs. This survey
ascertains the level of satisfaction and service delivery throughout the city of over 100,000. The
results are used to evaluate the franchise contract the city has with Waste Management/Southern
Sanitation.
...
...
Conducted a survey for the City of Boca Raton regarding a proposed annexation. Citizens were
asked to express their opinion regarding the annexation and the potential impact on their community.
Results of the survey allowed city officials to address citizens' concerns and to disseminate
information regarding the proposed annexation vote.
..
Education:
B.S.; Psychology
M.S.; Psychology
,~
...
Philip Genot, PMG Associates, Inc.
-
General Overall Experience:
Professional responsibilities include over 33 years experience with studies involving surveys, public
opinion polling and customer satisfaction instruments. Conducts surveys and performs cross-
tabulations that result in accurate measurement of the desires and attitudes of the sample population.
Responsible for the validity and statistical accuracy of the results and supervision of multi-lingual
survey staff. Completes market research studies.
~iI
d'
Specific Experience: Surveys
Completes statistical analysis of all survey projects to validate the reliability of the instrument and the
sample. Responsible for the determination of statistically valid sub-samples when appropriate.
""
Conducts and supervises surveys for charter school firms and municipalities to ascertain demand and
interests for services. Responsible for sampling and determination of market area.
",iI
25
copyright @ 2007 by Charter Schools USA. All rights reserved.
~
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~SA '
Performed analysis and survey of households with high-school age children in the South Florida
counties of Miami-Dade and Broward to ascertain the perceptions of the parents towards a historically
Black college. Data was broken into cross-tabulations that consisted of: demographics, geographic
area and specific areas of importance. Tri-lingual interviewers are necessary for this diverse area.
"''''
Completed survey of citizens in the City of Kissimmee to ascertain their perceptions and satisfaction
regarding city services and their insights on how to improve them. With over 48% of the population is
Spanish speaking, surveys were conducted with bi-Iingual interviewers and information was used to
plan for future needs of the community.
....
Development of public opinion surveys to determine the attitudes and concerns of the general public
regarding the provision of public services. Included in these projects are: development of the overall
ill survey plan, preparation of the survey instrument, sample selection and supervision of the interview
process. These surveys are designed to determine the needs and concerns of the public.
Municipalities and government agencies where these services were completed include:
~
,..
Boca Raton
Coral Springs
Jupiter
Tequesta
Fort Lauderdale
Deerfield Beach
North Lauderdale
Ormond Beach
Kissimmee
Broward County
State of Florida
Miami-Dade County
..
"'*
..
Designed, supervised, and completed surveys that gauged the interest of households regarding
Charter Schools. Areas of the country included Florida, Texas and New York State. Duties entailed
the determination of area to be surveyed, the determination of sample size for the specific population,
survey development, the specific areas of interests/conduct of the students and parents, conducting
the surveys, data collection and processing, report, cross-tabulations and presentation of results.
Reports were able to show whether or not a charter school would be realistic in the designated area.
--.
,.
For the City of Punta Gorda completed a total update of all demographics of the City since the last
Comprehensive Plan Update. With major disasters (major hurricanes) effecting the City and the
region in 2005, the demographics needed to be verified and explored extensively. Housing units by
number and type were updated not only for the City but also the County. The population and housing
demographics were projected to 2030.
...
JoiiC
Completed a city-wide survey for a municipality in California were the non-Angelo population felt that
they were being treated differently then the Angelo population. The survey was undertaken for the
Police Department and was conducted to ascertain the public=s perception, satisfaction and
awareness of programs and personnel. Information was obtained regarding interaction with officers,
crime level in various locations, and identification of public concerns.
..
'"
26
copyright <9 2007 by Charter Schools USA. All rights reserved.
4
City of Ocoee RFQ 0705
~
CHARTER SCHOOLS
~A '
As part of the team that was responsible for the determination of modeling requirements for
transportation survey issues in South Florida, these requirements have been applied throughout the
State of Florida. Reviewed and analyzed current studies throughout the US to ascertain what could
be applicable to the survey and transportation model being considered.
""
Developed survey instruments for the City of Boca Raton to address issues of municipal operations,
strategic priorities and perceptions toward redevelopment. The survey plan focused on both city-wide
issues as well as concentrations on specific neighborhoods to address individualized concerns.
Sustainability surveys were also completed as per standards from the Florida Department of
Community Affairs.
....
.AI
Conducts an annual public opinion survey of residents of Broward County to determine their
knowledge of recycling requirements, compliance with regulations and methods to disseminate
information to the public.
...
Completed the analysis of the Building Department in the City of Ormond Beach. The analysis
centered on the ability of the department to adequately provide inspection services to contractors
working within the city limits. Customers were surveyed and interviewed to determine if the services
provided met the needs of the customer and provided proper feedback in case of failed inspections.
...
,oj
Statistical Analysis:
Responsible for the development of a statistical package for the review of public opinion surveys for
municipal and other governmental services. The analysis is designed to interpret the interest of the
public and to isolate these concerns for a plan of action. Responsible for all data collection and entry
of information into SPSS Database
'"
....
Education:
B.BA; Economics
M.B.A.; Finance
M. Acc.; Accounting
""
Registrations:
CPA registered in Florida
""
'..
'lliIit
;.
.ccii
27
copyright @ 2007 by Charter Schools USA. All rights reserved.
.il
City of Ocoee RFQ 0705
~
CHARTER SCHOOL.S
~A 0
vii
'1iiiiI
-
Appendix B
,.
Sample Community Survey (PMG Associates)
4
'"
..
"ill
.
i'-fii
..
'.
oil
...
28
copyright <i) 2007 by Charter Schools USA. All rights reserved.
""
/
r-==I1IIj}~/ F-', ,- ~~,
! ; ill; tI"V,'[f[ i ,
. __'h_ ,~--- ----- +---- /, J~. ~ t. l 0 n "'i
k-~Au-ln--+-.._-L-nT--.- j 'It 1 \1\ l] ~~Grlll[CP ~1[' tO~, IlnT<;)fl~
T--T.h--h~-.--T--h+--n--In--- . ~ ~ [\,,-,()I0'UI~l!.(91 ~i;j! lJ., ~o
'n. _'h.L . _ .
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...
.Jii
Economic, Marketing and Management Consultants
CITY OF PALM BAY
~
CHARTER SCHOOL SURVEY
'4
~
...
..,.
...
-1iWI
AUGUST 2004
-I \'l"'11':" ~]d Ihy'n
_.Jl,.....t! \..- .LL"1...\.-.,!
IVliami
A!L1monte SDlin~s
1 u
'. .."" A T> _ -'" .'-' n ,,~1-. CI ~":.i" 11.1.11 A iO';;j \ Ll ,}7 _:;f\ I (\ t:J ~~Y 10:;J'\ l~il_Ri( ~h 0 U,\llll nma"cclv'i>lIPC ('(1m
MUNICIPAL CHARTER SCHOOL OF PALM BAY
SURVEY AUGUST 2004
1. What is your impression of Charter Schools?
Response Number Percent
Positive 210 70.0
Negati ve 54 18.0
Don't Know 36 12.0
Total 300 100.0
..
<<
2. Can you describe the SINGLE, MOST (ONE) relevant item contributing to your Positive
impression?
miiI
Smaller class sizelrelieves overcrowding
Greater parental/community involvement
Good teachers/more one on onefbetter education
Great en v ironment/ex periences/opportunities
Increased funding available for education
Heard good things
Has business support
62
49.
47
33
12
3
1
".
'.
3.
Can you describe the SINGLE, MOST (ONE) relevant item contributing to your
Negative impression?
'l!iiI
,..
Inconsistent funding/financial problems
Business/private sector should nor mix with education
Detached from county/state regulations
Poorly organized
Do not like change
Additional costs for sports/outside activities
Not focused on education/kids
Not the same as county-run schools
Don't Know about Charter Schools
They want more parental involvement
Not open to everyone
No track record
21
6
6
5
3
2
2
2
2
1
I
1
...
~
...
<II
4.
How many children do you have?
A verage per Household 2.05
...
...
5. What grades is/are your child (ren) currently enrolled in or will your child (ren) start
school within the next year or next two years?
.
Response Number Percent
Pre- K 36 5.7
Kindergarten 49 80
151 Grade 44 7.2
2nd Grade 74 12.1
3rd Grade 52 8.5
41h Grade 75 12.2
51h Grade 64 10.4
6th Grade 48 7.8
ih Grade 40 6.5
8th Grade 49 8.0
91h Grade 36 5.9
10th Grade 25 4.1
II th Grade 13 2.1
121h Grade 9 1.5
Total 614 100.0
,."..
6.
What~ of school does your child (ren) attend? (If there are more than one child, you
must have an answer for EACH child)
',;!\lI
"..
Response Number Percent
Public 529 86.2
Private 49 8.0
Magnet School 0 0.0
Home School 0 0.0
Charter 0 0.0
Rellgious 0 0.0
Not in school yet 36 5.8
Other 0 0.0
Total 614 100.0
,.,
...
...
7. Does your child (ren) currently attend a school inside or outside of Palm Ba)J?
.
Response Number Percent
Inside 276 92.0
Outside 24 8.0
I Total
300
100.0
'''I
...
2
...
8. On a scale of 1 to 5, with 5 being high and 1 being low, how satisfied are you with your
child(run's) current school?
Average: 3.79
9. For those who answered 1 or 2: Can you describe the SINGLE, MOST (ONE) relevant
item contributing to your Dissatisfaction?
',:q
Overcrowded/large classes 29
Lack of communication 16
Lack of funding 12
Low level of education 5
Kids are pushed to much 2
Too much testing 2
No community support 1
Lack of community support 1
,.~
10.
For those who answered 4 or 5: Can you describe the SINGLE, MOST (ONE) relevant
item contributing to your Satisfaction?
."..
'..
Supportive teachers and staff
Individual help/positive environment
Child is happy at present school
Communication from school is good
Variety of activities/classes
Well run/organized
No problems
School just started
Mil
u
...
11.
74
36
27
24
17
13
3
2
The County School District currently has no plans to build additional schools in the City of
Palm Bay for at least the next 5 years. Do you feel it is important for Palm Bay to provide
for public education in your community to avoid either school overcrowding or sending
children to school outside of Palm Bay?
..
..
Response Number Percent
Yes 285 95.0
N 15 5.0
0
Total 300 100.0
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12. In light of the above information, would you consider sending your child (ren) to a
Municipal Charter School?
Response Number Percen t
Yes 217 72.4
No 83 27.7
Total 300 100.0
13. If yes, would your child (ren) need school transportation to and from the charter
school?
"""
Response Number Percent
Yes 98 45.2
No 119 54.8
Total 211 100.0
4iti
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14.
Would you be interested in receiving additional information on the Municipal
Charter School as it becomes available?
'"
.
Response Number Percen t
Yes II 3.7
No 289 96.3
Total 300 100.0
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14. See attached listing for those who expressed interest in receiving information about
charter schools.
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PROJECTiON Of A TTENDANCIE:
Percent who would consider sending their child (ren) to attend a charter school is 72.4%.
(Question 12)
Population estimates source: U.S. Census, 2000 and Claritas, Inc.
Estimated Number of Students that would consider attending Charter School
Age Population Year Population Year Those who would Those who would
2004 2009 consider Charter consider Charter
School - 2004 School-2009
3 1,118 1,226 808 886
4 1,071 1,175 774 850
5 1,137 1,247 822 902
6 1,246 1,366 901 988
7 1,303 1,429 942 1,033
8 1,337 1,466 967 1,060
9 1,381 1,515 998 1,095
10 1,425 1,562 1,030 1,129
11 1,456 1,597 1,053 1,155
12 1,473 1,616 1,065 1,168
13 1,442 1,581 1,043 1,143
14 1,409 1,546 1,019 1,118
15 1,350 . 1,480 976 1,070
16 1,290 1,415 933 1,023
Total 18,438 20,221 13,331 14,620
'"
City of Ocoee RFQ 0705
~
CHARTER SCHOOL.S
~A
'4
Appendix C
:,4
CSUSA School Profiles
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copyright <9 2007 by Charter Schools USA. All rights reserved.
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. School Opened: Aueust 2003
. Grade Configuration:
Grades K-5 in 2003-2004
Grades K- 7 in 2005-2006
. School Capacity: 700 students
. Building Size: 44.426 S.F.
. Acreage: 3+
. PlayglOWld is 24.300 S.F.
. Municipall)'$ponsored charter school pioneer in Miami-
Dada County Public School District
. ACES is provided as a service 01 The City 01 Aventura
. Management Contract Term: 7/14/2004 to
6/30/2013
Addr~":
Avenlnra Cbarter Elementary
3333 HE 188th Street
Avenlura. Fl 33180
Phone:
305-466-1339
Webs"e:
www.aventuracharter.org
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. School Opened: August 2003
. Grade Configuration:
Grades 1(-6 in 2003-2004
Grades K-8 in 2004-2006
. Schooi Capacity: 1.460 students
. Building is 87.837 S.F.
. Acreage: 7+
. Physical Education Field: 41.000 S.F.
. 2003 Recognition under the Federal -No Child Left
Behind Act" for academic improvements
. Charter Sponsor. Lee County Public School District
. Governin. Board: The Lee Charter Foundation. Inc.
. Manaaement Contract Term: 7/01/2004 to
8/08/2019
Address:
Bonita Springs Charter School
25380 Bernwood Drive
Bonita Springs. Fl34134
(239)992.6932
WWI'I.bonitasprings.org
, Phone:
Website:
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CAPE CORAL
CHARe SCHOOL
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CORAL SPRIIIGS
tllARTER SCHOOL
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. School Opened: August 2004
. Glide Configuration:
Grades K-6 in 2004-2005
Grades K-8 in 2005-2006
. School Capacity: 1340 Students
. Building Size: 77.360
. Acreage: 5.5
. Charter Sponsor. Lee County Public School District
. Governing Board: The Lee Chaner Foundation. lne.
. Management Contllct Term: 07/01/2004 to
8/8/2019
Address:
cape Coral Charter School
73 Mid cape Terrace
cape Coral. Fl 33991
1239)99~904
wWVI.eapecoralchaner.rg
PlIone:
webslte:
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. School Opened: August 1999
. Grade Configuration: 6-12
. Building Size: 245.180 S.F. Acreage: 18
. cses continuEs to be Rorida's largest cllarter school featuring
o\'er 80 classrooms. science and conlputer labs. music and art
rooms. and a stat...f~h.....rt gymnasium wlricl1 hosts home
game. for the CSCS volleyball and baslcetball teanlS
. Nei4hbor 10 the new 75,000 s.F. County library offering over
100.000 volumes to CSCS 51udents and the community
. Sludenls in grades 9-l2 may join the Academk and CIreer
Excellence Academy lACE), a program thai integrates speci.~
ized courseY/ark wiU, academics. taking the leaming experi.
ence of students 10. higher level
. Management Contracl Term: 7/0Jj20051o 6/30/2008
Address:
Coral Springs Charter SChool
3205 N. Unil'e..ity Drive
Corai Springs, FL 33065
(954) 340.4100
www.coralspringscharter.org
phone:
Webs~e:
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FOUR CORNERS
CHAR~SCHOOL
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. School Opened: AUOJ$t 2002
. Grade ConflguratiOlt K.6
. School Capacity: 650 studenlll
. Building is 41. 025 S.F.
. Acreage: 2
. Playground: 11.462 S.F.
. Charter Sponsor. Miami-llade County Public Schools
. Founded and organized by the Downtown Development
Authority of Mi3lTli
. Management Contract Term: 8/01/2005 to 7/31/2012
Address:
Downtown Miami Charter School
305 NW 31ll Avenue
Miami. Fl 33128
305-579-2112
I'IWI'I.downtol'lndlarter.org
Phone:
Website:
~t~ool ~a~i~
. School Opens: July 2006
. Grade ConfigvraUon:
Grades K-8 in 2007.2OOa
. Sthool capacily: 1.100 Students
. Buicling Size: 91.235 S.F.
. Acreage: 20.4
. Cllarler Sponsor: TIlE! SdlClol District of osceola County
. Governing Board: FaurCOmers Cllarter School,lnc.
. Management Contract Term: 03/0l/06 to 8/8/2020
fddress: -
I
I
Phone:
Fevr COme'. Charter SdlOOl
9100 Teadler lane
Davenport Fl 33837
407-737-4300
Websile:
Wl'lYtJOUItorne'stharte"org
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GATEWAY CHARTER
Hr~CHOOL
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CHAR'le SCHOOL
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. School Opened: August 2004
. Grade Configuration: 9-12
. Sdlool Capacity: 1600 studenU
. Gymnasium Size: 9.400 S.F.
. Building Size: 104.000 S.F.
. Acraap. 12
. Charter SpOI\&Or. Lee County Public School District
. Governing Board: The Lee Charter Foundation. Ine.
. Management Contract Term: 7/1/2004 to
8/8/2019
Address:
GRleway Charter High School
12i70 Gateway Blvd
Ft Myers, FL 33913
(239) 76S<i006
www.galewaycbarterf1Ig1I.org
Phone:
WeIlsite:
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. School Opened: August 2003
. Grade Configuration: K-8
. Sdlool Capacity: 1.600 students
. Building Size: 60.890 S.F.
. Acreage: 6 acres
. Playground Space: 45.000 S.F.
. Charter Sponsor. Lee County Publie School District
. Governi", Board: The Lee Charter Foundation. Inc.
. Mana.ement Contract Term: 7/1/2005 to
8/8/2019
Address:
Gateway Charter School
12850 Commonwealth Ori,e
Fort Myers. FL 33913
(239) 768-5048
\V\\w.lehigllcharter,org
Phone:
Webs~e:
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HOLLYWOOD ACADEMY
OF AR~ SCIENCE
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. School Opened: AUlust 2004
. Grade Configuration:
Grades K-6 in 2004-2005
Grades K.7 in 2005-2006
. Sclwol Capacity: 645 students
. Buuding Si!e: 45.000 S.F.
. Chartar Sponsor. Broward County Public Schools
. Govarning Board: The Charter Foundation. Inc.
. Mane.amant Contract Term (K-5): 7/01/2004 to
8/06/2019
. Management Contraet Term (~~ 7/01/05 to
6/30/2020
. This school is located in the haert of prestigious
Hollywood
Addresa:
HolIl'IYood Academy of Arts and
SCience
1120 Harrison Street
Hollywood. FL 33020
(954) 925-6404
www.hollywoodchsrter.org
Phone:
Weblite:
~ool f~a~i~
. School Opened: August 2003
Grada Configuration: K.8
. School Capacity: usa students
. 8uilding Size: 71.000 S.F. on 10 acres
. Physical Education Fiald: 192.523 S.F.
. Keys Gate Charter School Is located in the vicinity of
the Keys Gate premier mastel1llanned residential
community
. Governing Board: The Homestead ChlIrter Foundation.
Inc.
. Manalement Contract Term: 7/01/2002 to
6/30/2012
Address:
Keys Gate Charter School
2000 Sf 28th Avenue
Homestead. FL 33035
Phone: (305) 230-1616
Website: www.lleyschsrter.org
~
NORTH BROWARD
ACADDI~XCELLENCE
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PALM BAY COMMUNITY
CH,~~~SN~OL
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2006-2007 First Yoar of Operetion
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. School Opened: Auaust 2001
. Grode Confiaurotion:
Grades K-5 in 2001.2005
Grades K-8 in 2006-2007
. School Capacity: 900 students
. Buildi", Size: 30.000 S.F.
. Acreage: 3.4
. Playground: 8,000 S.F.
. Chlllter Sponsor: Renaiasanee Chartar School. Inc.
. Management Contreet Term (K.5t. 07/0jj2004to
B/8/2019
. Management Contrael Term (6-8): 7/0jj2005 10
6/30/2020
Ad.u..s: No~h Broward Academy of Excellence
8200 SW 17 Street
No~h Lauderdale. Fl33068
Phone: 954.718-2211
Websile: www.no~hblOwalllcharter.org
~~~~I f~a~i~
. School Opened: July 2006
. Grade connguration:
Grades K-7 in 2006-2007
Grades K-8 in 2007.2008
. School Capacity: 1.600 Students
. Building Size 97.222 s.F.
. Acreage: 24
. Charter Sponsor. BrevOld COunty Public School District
. Governing Boalll: The Palm Bay Municipal Charier Authority
. Management Contract Term: 8/01/05 to 8/8/2020
Address:
Palm Bay ConmlUnity Charter I
school.Patriot campus
1350 Wyoming Drive. SE
Paint 8ay. Fl 32909
321-409-4500 I
~,vw.palmbaycharter.org .
Phone:
Web$ite:
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RENAISSANCE ELEMENTARY
---CHAe-SC-HOOr-
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CHART~~rCADEMY
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First Yeer of Operetion
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. SChool Opened: August 1999
. Grade configuration
Grades K.5 in 1999-2004
Grades 1\.6 in 2005-2006
Pioneered as the filSI national'chlll1er schooi in.the.
W<lrkplace" and was formerly nan.ed Ryder Elementary
Charter SChool
. SChool Capacily: 500 SIudenls
. Buiding Size: 31.804 S.F. Acreage: 2
. Goveming Board: Renaissance Charter School.lne.
. Management Contract Term (K.5~ 7/0l/2004 to
8/08/2019
. Management Contract Term (6-8~ 7/0l/2005 10
6/30/2020
Address: Renaissance E1em. Charter SChool
8360 NW 33 Street
Miami. Fl33122
Phone: 305-591.2225
Websiho: www.recharter.org
~t~ool f~ct~i~
. School Opened: August 2005
. Grade Configuration:
Grades K-5 thrllugh De...mber 2005
Gredes K-6 since Januery 2006
. School Capacity: 1.340 Students
. Building Size: 77.360 S.F.
. Acreage: 13+
. Cherter Sponsor. lAe County Public School District
. Goveming Board: The Lea Cherter Foundation. Inc.
Management Contract Term: 8/01/05 to 8/8/2020
Address:
Six Mile Charter Academy
6851 Lancer Avenue
Fort MI'eIS. Fl33912
239-768-9375
Phone:
Websfte:
Wlvvl.sixmilethlll1er.org
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'c H ART E R S C H 0 0 L S
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QUALITY ORGANIZATIONAL SERVICES
CITY OF OCOEE
MAY 17,2007
Copyright @ 2007 by Charter Schools USA.
_ ~ _ .. c.- _ c. _ _ c... c.. c:-. C-"lI _ c-. c:w - - -
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CHARTER SCHOOLS
~A
AGENDA
· Introductions
· Overview of CSUSA
· Overview of PMGA
· Proposed Scope of Work (Phase I)
· Future Phases / Timeline
· Q&A
Copyright @ 2007 by Charter Schools USA.
_ _ c.. CI c.-. c.- _ _ _ c:..... c.. c.. _ _ CW CI - - -
CHARTER SCHOOLS USA:
MISSION
CSUSA designs, develops and operates
high performing public schools:
· Committed to student achievement
· Supported by sound business practices
Providing a choice for communities, parents,
students and professionals that fosters
educational excellence in America.
Copyright @ 2007 by Charter Schools USA.
_ _ _ ell CII _ _ _ _ .. _ c... _ t...-. c-. _ _ c. -
@
CHARTER SCHOOLS USA:
VALUES
We value:
.Students - A student centered organization
· High Standards - Quality and professionalism
· Integrity- Honesty, loyalty and personal accountability
· FiscaJ ResponsibiJity- Building a sustainable, long-term investment in the future
· Learning- Continual improvement and innovation
· PeopJe - Empowering people with courage, talent and vision
· Teamwork - Partnership and fostering a respectful, family atmosphere
· Commitment- A life of purposefulness to a greater cause.
Giving back and making a difference
· AccountabiJity- To disciplined processes and required outcomes
Copyright @ 2007 by Charter Schools USA.
_ _ _ _ Cl ~ _ _ l. _ C. _ _ _ c-:J _ _ _ CJI
CHARTER SCHOOLS USA:
OVERVIEW
.
Same FTE (minus .5% for first 500) as District, Start-Up ~"'unds &
Capital Outlay after 3 years; no 2 mill/local capital outlay
28 schools/19 charters on 15 campuses serving more than 13,500
students for the 2006-2007 school year
First and largest operator of charter schools in Florida
./ First Municipal Charter
./ First Workplace Charter
./ First K-12 Charter School Systenl
Unmatched FCA T and parental satisfaction performance
.
.
.
Copyright @ 2007 by Charter Schools USA.
~
~
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Cll}\.R1:ER SCllOOl.S
~A
~8 schools/ 19 charters on
16 caUlpUses
Serving 13,600+ students
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CHARTER SCHOOLS USA:
STRATEGIC PRIORITIES
Copyright @ 2007 by Charter Schools USA.
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CHARTER SCHOOLS USA
STRATEGIC SOLUTIONS: GROWTH
.
School
Development
.
Human Resources:
People First
Marketing &
Enrollment
.
Copyright @ 2007 by Charter Schools USA.
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CHARTER SCHOOLS
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CHARTER SCHOOLS USA:
SCHOOL DEVELOPMENT
End-to-End School
Development Services:
. Feasibility Studies
. Demand Analyses
(30+ performed)
. Charter Applications
(75+ prepared)
. School design
.
serVIces
. Construction project
lnanagelnen t services
. Creative Financing
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CHARTER SCHOOLS USA:
HUMAN RESOURCES
Provide strategic direction for:
· Performance Management
· Payroll and Benefits
· Recruitment and Retention
· Career Planning
· Policy Development
Ensures Compliance with:
· Local Labor Laws
· Federal Laws
· EER/ AA/ ADA
.
Certification Requirements
Appropriate Hiring
Documentation
.
Managelnent Support:
· HR Electronic System - Implementation and Maintenance
· Reporting HR Budget
· Process Improvements
· Principal and Manager Consulting
· Leadership Support
_ _ ~ CII _ _ _ _ _ _ _ _ _ _ _ _ _ - c.
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CHARTER SCHOOLS
~A
CHARTER SCHOOLS USA:
MARKETING & ENROLLMENT
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· Lifeblood of charter school survival
· corporate support:
../ Marketing (multi-chan11el)
../ Recommitments & new applications
../ Lottery
../ SME to support school-based functions (district
coding, records, scheduling, etc.)
· Withdrawals
Copyright @ 2007 by Charter Schools USA.
_ _ ~ _ _ _ _ _ _ _ _ _ _ _ _ _ c-. _ c.
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CHARTER SCHOOLS
~A
CHARTER SCHOOLS USA:
STRATEGIC SOLUTIONS: OPERATIONS
.
School Operations
,/ Vendor
Management
,/ Governing
Board
Management
Information
Technology
.
.
Facilities
Copyright @ 2007 by Charter Schools USA.
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ C-'1 _ c.
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CHARTER SCHOOLS
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CHARTER SCHOOLS USA:
SCHOOL OPERATIONS
. Jill
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Vendor Management:
· Focus on providing non-
facility support services:
./ Transportation (3,800+
students/70+ buses)
./ Food Service (5,500+
meals/ day)
./ Uniforms (12,000+
students)
· Cen tralized con tract
administration (RFP to
vendor performance)
· Economies of scale/Reduce
school burden
Governing Board Management:
· Long-term performance
agreement
· Charter/Contract management:
./ Charter applications &
amendments
./ COlnpliance & reporting
./ School district liaison
· Governance planning & support
· Board meeting management
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C HARTER SCHOOLS
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CHARTER SCHOOLS USA:
INFORMATION TECHNOLOGY
Development of a School:
· Initial technology plan
· Implementation of
equipment and systems
· Online applications via
CSUSA proprietary
Student Information
SysterTI (SIS)
· School websi te
Copyright @ 2007 by Charter Schools USA.
Operation of a School:
· Help desk
· Support of business & facilities systems
· Development & support ot:
· Student Information System (SIS)
· Time & Attendance systerTI
· HR Applications
· Onsite technology assistance
· School website updates
· '"rechnology refresh planning and
implemen tation
· Development and integration of new
systems and solutions
- - c... _ _ _ _ _ c:.. _ _ _ _ _ _ _ _ _ _
~ @
C H ART E R 5 C H O. 0 L 5
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CHARTER SCHOOLS USA:
FACILITIES
· 1,000,000+ sq ft managed (14 campuses)
· Provide all services to maintain a11d improve facilities
Uanitorial to enhancement projects)
· Trouble Ticket System
· Field technicians & corporate staff
· School cost allocation/ savil1gs
Copyright @ 2007 by Charter Schools USA.
-------------------
..I
+-"'. @
CHARTER SCHOOLS
~A
CHARTER SCHOOLS USA:
STRATEGIC SOLUTIONS: FINANCE
.
Corporate Finance
School Finance
.
Copyright @ 2007 by Charter Schools USA.
--~-------------~-~
..I
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C HARTER SCHOOLS
~A
CHARTER SCHOOLS USA:
FINANCE · CORPORATE
.
Establish controls for all applicable areas to ensure day-to-day fiscal
accoun tabili ty
Detailed budgeting and forecasting in accordance with Generally
Accepted Accounting Principles (GAAP)
Monthly financial statements which include a comprehensive budget
to actual variance analysis provided to CEO
Annual financial statement audit
Centralized accounts payable and payroll processing
Oversight of 401 (k) Plan for corporate and school employees
.
.
.
.
.
Copyright @ 2007 by Charter Schools USA.
-------------------
...1
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CHARTER SCHOOLS
~A
CHARTER SCHOOLS USA:
FINANCE - SCHOOL .~"~'
.
Establish controls for all applicable areas to ensure day-to-day fiscal
accountability
Detailed budgeting and forecasting in accordance with
Governmental Accounting Standards Board (GASB)
Monthly financial statements which include a comprehensive budget
to actual variance analysis provided to school and governing board
Quarterly and annual school district reporting
Annual financial statement audit
Onsite financial oversight reporting directly to Corporate
Centralized accounts payable and payroll processing
.
.
.
.
.
.
Copyright @ 2007 by Charter Schools USA.
-------------------
~ ~
CHARTER SCHOOLS
~A
CHARTER SCHOOLS USA:
STRATEGIC SOLUTIONS: ACADEMICS
· CSUSA Educational
Model
· Guaranteed &
Viable Curriculum
· Performance &
Accountability
Copyright @ 2007 by Charter Schools USA.
-------------------
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Baseline
Assessment
& Data
e Decision
Reporti ng
Copyright @ 2007 by Charter Schools USA.
Data-Driven
Instruction
Guaranteed and
Viable Curriculum
(GVC) I Standards
Assessment
Grading
-------------------
~ @
CHARTER SCHOOLS
~A
CHARTER SCHOOLS USA
ACADEMIC PROGRAM: BENEFITS
1. Routine CSUSA School Site Visits to observe and identify resource needs and
support (aligned with Robert J. Marzano's What Works in Schools - a synthesis
of 35 years of effective schools research).
· School Level Factors
o Guaranteed & Viable CurriculUlll
o Challenging Goals & Effective Feedback
o Parent & COlnlllunity Involvelnent
o Safe & Orderly Environment
o Collegiality & Professionalislll
· Teacher Level Factors
o Instructional Strategies
o Classroolll Managelnent
o ClassroOlll CurriculuIll Design
· Student Level Factors
o HOllle Environlnent
o Learned Intelligence
o Student Motivation
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ACADEMIC PROGRAM: BENEFITS
2. Accountability system: principals, teachers, parents and students have a full
understanding of performance outcomes prior to the FCA T.
· Parent and student training and access to the Student Infonnation System (SIS)
· Teachers consistently adjust instruction to target student needs
· CSUSA is able to monitor student progress and achievement through SIS
3. Focus on data-driven and standards-based instruction.
· Access to student perfonnance data electronically frOln the District is required
4. Proven success in meeting and exceeding the Florida State A + Plan and the
Federal No Child Left Behind's (NCLB) Adequate Yearly Progress (A YP).
Copyright @ 2007 by Charter Schools USA.
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CHARTER SCHOOLS USA
PMGA BACKGROUND
· 20+ years providing economic,
management, and marketing services
(CSUSA partner 10 years)
· Charter School Feasibility Studies
· Economic analysis / community surveys
· Certified MBE
Copyright @ 2007 by Charter Schools USA.
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SCOPE OF WORK
KEY PROJECT ACTIVITIES
I. Conduct and Analyze Market Data
II. Existing School Conversion Analysis
III. School Configuration
IV. Site Selection
V. Financial Modeling
Copyright @ 2007 by Charter Schools USA.
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SCOPE OF WORK
I. CONDUCT & ANALYZE MARKET DATA
· Gather demographic, economic, growth data
· Gather student population/enrollment data
· Conduct community survey
· Analyze data and compile report
· Deliverable: Education Needs Report -findings
from demand analysis, includes PMGA report and
supplemental analysis from CSUSA.
Copyright @ 2007 by Charter Schools USA.
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SCOPE OF WORK
PMGA SERVICES
· Survey of Parents
~ Likelihood of sending child(ren) to charter school
~ Type of curriculum desired
~ Issues important to school program
· Growth Projections by Age Group
· Evaluate Competition (other schools)
· Projection of Demand by Grade
Copyright @ 2007 by Charter Schools USA.
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SCOPE OF WORK
PMGA SERVICES
· Measure Interest in Charter School
· Estimate the Absorption of Students
· Determine the Time Frame to Full Enrollment
Copyright @ 2007 by Charter Schools USA.
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CHARTER SCHOOLS
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SCOPE OF WORK
II. EXISTING SCHOOL CONVERSION ANALYSIS
· Profile existing schools
· Research state level conditions
· Develop strengths and weaknesses
· Deliverable: Conversion Analysis Report -
Profile of existing schools, review of state level
conditions regarding conversion, and
advantages/disadvantages of conversion
Copyright @ 2007 by Charter Schools USA.
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SCOPE OF WORK
III. SCHOOL CONFIGURATION
· Review demand analysis data
· Develop recommended grade level design
· Develop total student station projections
· Develop class configurations and education program
requirements
· Deliverable: School Configuration Report - Based on
demand analysis, provides recommended school
configuration of grade levels, numbers of classes, total
student stations, and educational prograln design
components
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SCOPE OF WORK
IV. SITE SELECTION
· Review property inventory to determine potential
sites
· Conduct physical site visits
· Conduct preliminary due diligence
· Deliverable: Site Selection Analysis Report -
Report summarizing options for physical locations
based on properties identified by the City
Copyright @ 2007 by Charter Schools USA.
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SCOPE OF WORK
V. FINANCIAL MODELING
· Document design & construction cost estimates
· Develop projected staffing model
· Develop projected operating budget (revenues & expenses)
· Transportation strategy
· Review funding alternatives and provide
advantages/disadvantages of alternatives
· Determine expected City contribution / risk exposure
· Deliverable: Financial Feasibility Report - Projections of
operating financial statements (revenue & expenses), construction
costs, financing alternatives, and the City's potential contribution
and risk exposure
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PROPOSED SCOPE OF WORK
10 Task Name Duration Start Finish J..... IJUN AUOl
0 51'3 1 5120 5/27 613 6/10 6/17 6/24 7/1 7/8 7/15 7/22 7/29
1 Ocoee Feasibility Stl.dy 42 days Mon 5121107 Wed 7118107 - -
~ 13 Contrad Executed o days Mon 5/21/07 Mon 5/21107 ~5121 ,
----s- i
Collect & Analyze market Data 15 days Mon 5121107 Fri 618107
4 Demographics '0 days Moo 5121/07 Fri6l1/07
5 Student EnroOment 10 days Moo 5/2 '107 Fri6l1/07
6 Population Growth '0 days Man 5121/07 Fri 6/1/07
7 Community Support SLI'Ve)' 8 days Mon 5121107 Wed 5130/07 -,
8 Develop Draft Instrument 2 days Moo 5121/07 Too 5/22107
9 Review & Approve (city) , day Wed 5123/07 Wed 5123/07
10 COnduct Survey 5 days Thu 5124/07 Wed 5130107 ~:
11 Analyze Data 3 days Man 6/4107 Wed 6/6/07 ,
12 Develop Draft Report 2 days Tl1u 617/07 Fri6l8l07
13 S\bmit Educattonal Needs Report o days Fri6l8l07 Fri6l8l07 6/8
14 Existing School Conversion Analysis 15 days Mon 5/21107 Fri 618107 -c:g
15 Develop School Profiles 10 days Mon 5/21/07 Fri 6/1/07 .---,-""
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16 Stale wee comparison analysts 10 days Mon 5/21/07 Fri6l1/07
17 Develop strengttvweakness report 5 days Mon 6/4107 Fri6l8/07 9 j
18 SLbmit Conversion Anatysls Report o days Fri6l8l07 Fri 6/8107 6/8
,
19 School Corliguration & location 20 days Mon 5128107 Fri 6122107
20 School Conl'lguration 10 days Mon6l11107 Fri 6122107
21 Oetermine grade level targets 5 days Man 6/11/07 Fri6/15107 ~
22 Determine class configurations 5 days Mon 6/11/07 Fri6/15107
23 Determine Program Requirements 5 days Man 6/11/07 Fn6/15107
24 Develop School COnfiguration Report 5 days Man 6/18/07 Fri6/'22J07
25 S\tlmlt School Conflgtntion Report o days Fri 6122107 Fri 6122107 6122
26 Site Selection 20 days Mon 5n.8101 Frl6l22107
27 Review City property inventory 5 days Mon 5/28/07 Fri 6/1/07 ~
28 COncll.ct physical sfte visfts 5 days Man 6/4107 Fn6/8/07 ~~
29 COnduct prefiminary due diligerce 01 potential sftes 5 days Mon 6111/07 Fri6/15107 ,
30 Develop Sfte Seleclion Report 5 days Mon 6/18/07 Fri 6/22107
31 S\tlmlt Site Selection Analysis Report o days Fri 6/22107 Fri 6/22107
32 Financial Modeling 15 days Mon 6I1Ul7 Fri 6129107 =- -
33 Develop COSt 01 design & construction or conversion 5 days Mon 6/11/07 Fri6/15107
34 Determine staffing requirements 5 days Mon 6/11/07 Fri 6115/07 ~
35 Develop COSt of Operation & Management 5 days Mon 6/11/07 Fri 6115/07 :;:= I
36 Identify Revenue Sources 5 days Mon 6/11/07 Fri 6115/07
37 Identity Funding Mernatives 5 days Mon 6/11/07 Fri 6/15/07 =-~~
38 Determine City's contribution and risk exposure 5 days Mon 6/18/07 Fri 6/22107
39 Develop FinarciaJ Feastlility Report 5 days Mon 6/25107 Fri 6/29/07
40 S\tlmit Financial feasibility Report o days Fri6/29/07 Fri 6/29/07
41 City Commission Meetings 30 days Wed 616107 Wed 7118107 - -
~ 13 June Meeting o days Wed 6/6/07 Wed 6/6/07 . 616
~ 13 June Meeting o days Wed 6/20107 Wed 6/20107 . 6120
~ 13 July Meeting o days Wed 7/4107 Wed 7/4107 . 7/4
45 ""I July Meeting o days Wed 7/18/07 Wed 7/18/07 . 7118
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FUTURE PROJECT PHASES
IF the feasibility study demonstrates the need and viability of a charter school
in Ocoee and/or conversion of existing schools, the following activities
would be required to develop a charter school:
New School Activities Conversion School Activities
. Charter Application . Stakeholder Information
(Due 8/1 each year) Campaign & Voting
. Facility Design / Construction (3-6 months)
(9-15 months) . Conversion Application
. Community Outreach Marketing (Due 8/1 each year)
( 12 months prior to opening) . Transition Activities
. Start-up Activities
( 12 months prior to opening)
( 12 months prior to opening)
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2006 SCHOOL GRADES & A YP HIGHLIGHTS
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CHARTER SCHOOLS
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Copyright @ 2007 by Charter Schools USA.
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2006 SCHOOL GRADES & A YP:
CHARTER SCHOOLS USA HIGHLIGHTS
. 82% of CSUSA operated schools earned a
school grade rating of "A" or "B"
o 70% of CSUSA operated schools
earned a school grade rating of "A"
o 12% earned "B' s"
o 18% earned "C's"
**No CSUSA schools earned a "V~~ or "T~~**
Copyright @ 2007 by Charter Schools USA.
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2006 SCHOOL GRADES & A YP:
CHARTER SCHOOLS USA HIGHLIGHTS
. 100% ofCSUSA's 1st-year schools earned a school
grade rating of "A" with four of five making
Adequate Yearly Progress (A YP)
. 100% of CSUSA operated schools made adequate
progress with the Lowest 25% in Reading
. 76% ofCSUSA operated schools met 100% of the
A YP criteria and 12% earned Provisional A YP
. Of the schools that did not meet A YP, all met 90% or
more of the criteria
* (P) indicates provisional AYP. A provisional AYP is assigned if a school did not meet AYP,
but received a school grade if A or B.
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2006 SCHOOL GRADES & A YP:
CHARTER SCHOOLS USA HIGHLIGHTS
. CSUSA schools--represented in each applicable
district--have an average school grade rating of "A"
(only 2 of the 4 counties averaged an "A" in 2005)
. CSUSA as a district earned a school grade rating of
"A" with 440 total points (up from a B at 400 in
2005)
Copyright @ 2007 by Charter Schools USA.
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CHARTER SCHOOLS USA
INDIVIDUAL SCHOOL HIGHLIGHTS
Copyright @ 2007 by Charter Schools USA.
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CHARTER SCHOOLS
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2006 2005 2006 2005 2006
County School 2005 AYP AYP AYP AYP Highlights
Grade Grade
Met Met % Met % Met
Miami- A ventura Charter Second year in a row earning an "A" and third
A A Y Y 100% 100% year making A YP; 12th highest total points
Dade Elementary School out of all 339 Dade County Schools K-12
Bay Bay Haven A A y Y 100% 100% Maintained an "A" rating since its first year of
Charter Academy grading
Bay Haven
Bay Charter Academy A Y 100% Highest total points of all Bay County Schools
(Middle)
Bonita Springs Second consecutive year earning an "A" and
Lee A A y Y 100% 100% making A YP; 8th highest total points out of all
Charter School Lee County K-12 schools
Lee Cape Coral Charter D B N Y 97% 100% 87 -point increase in school grade to move from
School a "D" to a "B"; Made AYP
Copyright @ 2007 by Charter Schools USA.
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2005 2006 2005 2006 2005 2006
County School AYP AYP AYP AYP Highlights
Grade Grade
Met Met % Met % Met
Broward Coral Springs A A y *p 100% 92% Third year in a row earning an "A"; CSCS is
Charter School one ofCSUSA's longest operating schools
Miami- Downtown Miami The percent of the lowest readers making
Dade Charter School C C y N 100% 90% adequate progress is higher than 75% of all
Dade County Schools K-12
Gateway Charter 55-point increase in school grade to move
Lee C A y Y 100% 100% from a "C" to an "A"; 2nd year in a row
School making A YP
Gateway Charter Increased enrollment by 40%; Earned SACS
Lee C C N N 87% 95% accreditation in 3 semesters; GCHS
High School completes CSUSA's first K-12 feeder system
Hollywood 112-point increase in school grade to move
Broward Academy of Arts & C A N Y 93% 100% from a "C" to an "A"; 12th highest points
Science increase in school grade in the State (out of
(Elementary) 2742 schools)
* (P) indicates provisional A Y P. A provisional A YP is assigned if a school did not meet A YP, but received a school grade of A or B.
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2005 2006 2005 2006 2005 2006
County School Grade Grade AYP AYP AYP AYP Highlights
Met Met % Met % Met
Hollywood Academy of Earned an "A" and made AYP in its
first year in operation; 2nd highest
Broward Arts & Science A Y 100%
(Middle) points total of all first year schools in
Broward
Miami - Keys Gate Charter B B *P Y 97% 1000/0 100% of all subgroups met the A YP
Dade School criteria
North Broward Increased enrollment by 119%; Made
Broward Academy of Excellence A C *P Y 97% 100%
(Elementary) AYP
North Broward Earned an "A" and made A YP in its
Broward Academy of Excellence A *p 95% first year in operation; 3rd highest
(Middle) points total of all first year schools in
Broward
Fourth year in a row earning an "A"
Miami- Renaissance and making AYP; 4th highest total
Dade Elementary Charter A A y Y 100% 100% points out of all 339 Dade County
School Schools K-12; RECS is one of
CSUSA's longest operating schools
* (P) indicates provisional A YP. A provisional A YP is assigned if a school did not meet A YP, but received a school grade of A or B.
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2005 2006 2005 2006 2005 2006
County School AYP AYP AYP AYP Highlights
Grade Grade
Met Met % Met % Met
Miami- Renaissance Middle Earned an "A" and made AYP in its first
A Y 100% year in operation; 16th highest total points
Dade Charter School
out of all 339 Dade County Schools K-12
Lee Six Mile Charter A Y 100% Earned an "A" and made A YP in its first
Academy year in operation
Copyright @ 2007 by Charter Schools USA.
IN REM SOLUTIONS, INC.
10268 Avenida del Rio. Delray Beach, FL 33446
(561) 496-4636
Fax (561)496-4908
April 19, 2007
Joyce Tolbert
Purchasing Agent
City of Ocoee
150 North Lakeshore Drive
Ocoee, FL 34761-2258
RE: Municipal Charter School Feasibility Study
Dear Ms. Tolbert:
In Rem Solutions, Inc. is a consulting firm specializing in municipal
charter school consulting, grantwriting, municipal projects, program
advocacy and special event planning. Its clients include municipalities and
not-for-profit organizations. In Rem Solutions is a State of Florida certified
Minority Business Enterprise (MBE) and is doing business full-time in
Florida.
In Rem Solutions is familiar with the City of Ocoee through its work
with neighboring cities and counties, its Florida contacts and its
representation of other municipalities of similar size. The firm is
knowledgeable of state charter school statutes and requirements and
federal grant sources.
A detailed description of the services In Rem Solutions can provide to
the City of Ocoee can be found in the Scope of Work section of this
proposal. Based on the goals and objectives of the City, In Rem Solutions
can complete a municipal charter school feasibility study addressing areas
outlined by the City.
Joyce Tolbert
April 19, 2007
Page 2
In Rem Solutions is a local, full-service municipal consulting
firm established in 1994. Lisa Mulhall will be the lead representative
on this project and is authorized to make representations for and bind
the company. She will be assisted by two other I n Rem Solutions
associates on the project. We are committed to full communication
through personal meetings, e-mail and facsimile.
After you review the attached proposal we believe you will be
convinced of the value of selecting In Rem Solutions. We welcome
the opportunity to discuss our services with you.
Sincerely,
~Isa N. Mulhall
President
-
Charter School Consulting
Services Proposal
for the
City of Ocoee
April 24,2007
Submitted by:
Lisa N. Mulhall, President
In Rem Solutions, Inc.
10268 Avenida del Rio
Delray Beach, FL 33446
(561 ) 496-4636
I
-,
IN REM SOLUTIONS, INC.
10268 Avenida del Rio - Delroy Beach, Fl 33446
(561) 496-4636
Fax (561) 496-4908
April 24, 2007
Joyce Tolbert,
Purchasing Agent
City of Ocoee
150 N. Lakeshore Drive
Ocoee, FI34761
RE: Charter Writing and Consulting Services
Dear Ms. Tolbert:
In Rem Solutions, Inc. is a consulting firm specializing in charter
schools, grantwriting, municipal projects, program advocacy and
special event planning. Its clients include municipalities and not-for-
profit organizations. In Rem Solutions is a State of Florida certified
Minority Business Enterprise (MBE) and is doing business full-time in
Florida.
In Rem Solutions is familiar with charter school procedures.
regulation and operations through its work with the Pembroke Pines
and its representation of other municipalities. The firm is
knowledgeable of state charter school requirements and state and
federal grant resources.
In Rem Solutions commits to completing the work outlined in
this proposal. A detailed description of the services In Rem Solutions
can provide to the City of Ocoee can be found in the Scope of
Services section of this proposal. Based on the goals and objectives
of the City of Ocoee, In Rem Solutions can also design and
2
Joyce Tolbert
April 24, 2007
Page 2
implement a personalized grantwriting plan based upon a
determination of funding needs.
In Rem Solutions is a local, full-service municipal consulting
firm established in 1994. Lisa Mulhall will be the lead representative
on this project and is authorized to make representations for and bind
the company. She will be assisted by two other In Rem Solutions
associates. We meet with staff regularly to discuss the project and
pending tasks. We will complete initial interviews with the City of
Ocoee staff and will meet as needed to draft each document. We are
committed to full communication through personal meetings, e-mail
and facsimile.
After you review the attached proposal we believe you will be
convinced of the value of selecting In Rem Solutions. We welcome
the opportunity to discuss our services with you.
Sincerely,
Lisa N. Mulhall
President
3
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Scope of Services
4
Scope of Services
Our approach to educational planning services is collaborative and
open and will presumably involve your leadership team as well as the
various community stakeholders who will want to be involved in the
process. We will work with and in support of the project leadership in
all aspects of the project. The scope of services during the planning
and charter application period will generally consist of the following:
. Provision of recommendations for a "development action plan"
for the stakeholders' consideration which would also outline
goals and objectives for the charter school initiative;
. Creation of a preliminary timeline;
. Management of the charter application process, including
oversight of charter application and authors, as appropriate;
. Assistance with the campaign being undertaken to secure the
necessary school level votes for charter conversions (if
applicable );
. Attendance at meetings in Ocoee, including planning meetings
and hearings (as appropriate);
. Hosting of stakeholder visits to Pembroke Pines;
. Management of preparation of any facility plans (if applicable);
. Assistance in preparation of "collateral" materials for
presentations;
. Assist with grantwriting services as requested by Client;
. Other services as required by the Client.
5
Phase I work:
Charter Feasibility Study:
. Review of City educational objectives.
. Review of current educational opportunities within the City.
. Review of potential sites for a charter school, including schools
currently operated by the local school board.
. Preparation of feasibility (financial) and application information
that will be presented in the public dialogue.
Additional materials as needed if the process includes a charter
conversation:
. Preparation of presentations and materials for two voting
groups of faculty and parents of the schools included in the
Charter system.
. Coordination with polling firm, if requested.
. Consulting and assistance with elections.
. Up or down vote by faculty and parents of the schools included
in the Charter system.
Phase II work:
Prepare Charter Applications:
. Inform client of requirements of charter applications.
. Inform client of charter deadlines.
. Identify information needed for charter applications.
. Coordinate the collection of data and documents for charter
applications.
. Coordinate with the principal and teachers regarding curriculum
materials.
. Write and file charter applications in coordination with client.
. Write and file additional documents required in coordination
with charter application.
. Complete budgets as required for application.
. Submit Charter Application.
6
~
Prepare Client for School Board Presentation:
. Work with client to prepare for School Board Presentation of
I
Charter Application(s).
Determination of Grant Funding Available:
. Meet with staff to determine the Client's most critical needs.
. Research local, state and federal funding sources through both
written publications and Internet sources.
. Communicate a grant strategy that identifies current funding
programs available to match to funding needs.
7
General Statement of Experience
8
Led by an experienced attorney, Lisa Mulhall, In Rem Solutions
has the leadership, knowledge and skills necessary to assist clients
I
through the maze of charter school regulations. Founded in 1994,
the firm is a certified Minority Business Enterprise and is a registered
fund raising entity with the Department of Agriculture, Division of
Consumer Services. It is 100% minority owned with 1000/0 minority
employees. Lisa Mulhall is the sole officer and director.
Lisa Mulhall will lead this project with the assistance of three
experienced subcontractor associates. All reside in Palm Beach
County and have strong familiarity with state, federal and local private
and corporate funding sources.
In Rem Solutions has built a strong reputation as a creative and
innovative municipal consulting firm. Allin Rem Solutions associates
have experience and backgrounds which have prepared them to
provide the following services: .
CharterSchoolPr~ecm
In Rem Solutions has completed the following projects related to
charter schools:
· Grant applications for various educational programs, bus
services and dissemination programs;
· Preparation of charter application documents for a lab school
and charter school system;
· Preparation of charter application appeal documents,
· Video transcripts;
· White papers for presentations on establishing a charter school
system;
· Award applications for charter school programs.
Project Development
· Evaluate the overall direction of Client educational efforts;
· Assist in matching the Client visions, priorities, goals and
objectives to charter school opportunities;
· Recommendations for appropriate steps made as appropriate;
9
Research
· Stay abreast of State and Federal charter school regulations
and funding programs;
· Subscribe to and review several on-line and traditional
semimonthly updates regarding state and local funding sources
for municipal governments; and
· Access computerized databases of funding sources with
specialized search modes for detailed findings.
Types of Projects
· Municipal Strategizing, Planning and Consulting
· Grant Services and Administration
· Governmental Relations
· Program Advocacy
· Special Event Planning
· Award Applications
· All-America City Guidance
· Videos
· Referendum Public Education Materials.
10
In Rem Solutions operates pursuant to or in coordination with
the following licenses or certifications:
· State of Florida Department of Agriculture & Consumer
Services
Fundraising Registration SC-04626 (Expires 3/31/2006)
· Florida Bar license number 0727024
· Florida Minority Business Enterprise certification (Renewal
2/2007) and Palm Beach County Women's Business Enterprise
certification (Expires 2/05/2008)
· Palm Beach County Occupational License
What Separates In Rem Solutions from the rest?
· Depth of experience with a full menu of government clients
and projects.
· Local office ensures full client service and personal attention.
· Extensive experience enables strong leadership and advice
with initial funding efforts of the charter school.
· In Rem Solutions is a Minority Business Enterprise and
Small Business Vendor.
· Led by a licensed and qualified Florida Attorney.
· Ability to respond quickly to our Client's needs.
11
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Personnel
12
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In Rem Solutions is a local, full-service grantwriting firm
established in 1994. The firm has the leadership, knowledge and
I
skills necessary to assist clients through the maze of funding avenues
and governmental regulations. It is a certified Minority Business
Enterprise and is a registered fundraising entity with the Department
of Agriculture, Division of Consumer Services. It is 100% minority
owned with 1000/0 minority employees.
Associates assigned to work on this project with Lisa Mulhall
will include Cynthia Krebsbach, Kathleen Rhodes and others as
appropriate. All have extensive experience providing municipal
consulting and grant services with In Rem Solutions.
Lisa Mulhall will be the lead representative on this project and is
authorized to make representations for and bind the company. She
will be assisted by two other In Rem Solutions subcontractors on all
grant applications. We meet with staff regularly to discuss new
projects and pending grant applications. We will complete initial
interviews with the City and will meet as needed to draft each grant
application. We are committed to full communication through
personal meetings, e-mail and facsimile.
In Rem Solutions commits to completing the work outlined in
this proposal. A detailed description of the services In Rem Solutions
can provide to the City of Ocoee can be found in the Scope of Work
section of this proposal. Based on the goals and objectives of the
City, In Rem Solutions can design and implement a personalized
grantwriting plan based upon a determination of funding needs. In
Rem Solutions will prepare grant applications and follow up as
necessary with advocacy and grant administration services.
13
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Lisa N. Mulhall
A graduate of Dickinson School of Law in Carlisle, Pennsylvania,'
Mulhall has extensive experience in the areas of environmental, land
use, municipal, constitutional and administrative law. Her ten years
of legal training and practice are a strong leadership factor in the In
Rem Solutions team.
Ms. Mulhall's grantwriting and charter school experience is extensive.
Twelve years of municipal representation has resulted in experience
with nearly every major state and federal grant program. Ms. Mulhall
was primarily responsible for every grant application listed in the
grant experience section of this proposal. She has a portfolio of grant
applications in the arenas of Parks and Recreation, Police Services,
Engineering and Utilities, Water Utilities and Community
Development. Her expertise has led to the receipt of significant
amounts of funding from the Florida Department of Community
Affairs, Florida Department of Environmental Protection, Florida
Department of Transportation, the Federal Emergency Management
Agency (FEMA) and the Department of Justice COPS office.
Mulhall has drafted charter school applications for the City of
Pembroke Pines, Port St. Lucie and Leesburg. She has also drafted
appeal documents for charter denials. She has expertise in
interviewing teachers and principals in order to ensure that the
correct teaching style is reflected in the charter applications.
Mulhall is a graduate of several grantwriting courses, including the
Grantsmanship Training Program of the Grantsmanship Center. She
has also taught numerous workshops in fundraising and grantwriting
to local nonprofit organizations. She serves on the Board of a local
Endowment Fund and was recently selected to serve on the Board of
the Community Foundation of Palm Beach and Martin Counties.
Ms. Mulhall is active in civic affairs and stays abreast of current
political issues. She is also active in Palm Beach County community
organizations, including the Junior League of Boca Raton, Inc. (past
president), In The Pines, Inc. farmworker housing, YMCA of Boca
Raton, The Children's Place at Home Safe, Inc. and others.
14
Cynthia A. Krebsbach
A graduate of St Mary's of Notre Dame in 1981, Krebsbach has great
experience in the areas of nonprofit and government funding sources.
Five years of leadership in the nonprofit sector has gained Krebsbach
extensive experience in fund raising and alternative sources of
funding.
Krebsbach has attended the Grantsmanship Training Center's five
day Grant Training Program and several one day grant training
programs. She understands the opportunities and challenges
involved in fund development and capital campaigns for nonprofit and
government organizations. She advises nonprofit organizations on
private sector funding sources.
She led a team of volunteers for three years to produce a best-selling
coffee table style cookbook and CD ROM. The project was an
enviable success netting over $225,000 in the first year and selling
more than 35,000 copies.
Ms. Krebsbach is active in civic affairs and stays abreast of local
funding matters. She is a member of the South Florida Donor's
Forum. She is also active in Palm Beach County community
organizations. She serves on the Board of Directors of the Junior
League of Boca Raton, Inc. and is a past president of the
organization. She also serves on the Board of a Family Foundation
and of a local Endowment Fund.
Krebsbach brings a high energy level to each new project. She is
analytical, goal oriented and skilled in team building and
collaboration. Her strong interpersonal skills help ensure that
projects remain on track.
15
-
Kathleen M. Rhodes
A graduate of Yale University, Ms. Rhodes has more than 19 years of
government, parks and nonprofit development experience. During her
nine-year tenure as the director of special events and
communications at the New York City Chapter of the National
Multiple Sclerosis Society, Ms. Rhodes oversaw corporate and
volunteer-based fund raising, developing and marketing established
and new fund-raising events -- which raised nearly $3 million of the
agency's $4.5 million budget annually.
With In Rem Solutions, Ms. Rhodes's grantwriting experience in the
municipal sector is broad. Years of municipal grantwriting has
resulted in experience with many of the major state and federal grant
programs. She has a portfolio of grant applications in the arenas of
Education, Parks and Recreation, Historic Preservation, Emergency
Management, Police and Fire Services, Engineering and Utilities,
Water Utilities and Community Development.
Rhodes has drafted charter school applications for the City of
Pembroke Pines, Port St. Lucie and Leesburg. She has also
reviewed appeal documents for charter denials. She also has
expertise in interviewing teachers and principals in order to ensure
that the correct teaching style is reflected in the charter applications.
Ms. Rhodes also has primary responsibility for the not-for-profit
clients and leads the private foundation grantwriting efforts.
Ms. Rhodes has extensive experience in public relations, corporate
communications and publications, including conducting national and
local publicity campaigns, as well as writing and editing annual
reports, brochures and newsletters.
Ms. Rhodes is an active volunteer in Palm Beach County schools and
community organizations.
16
References
17
Comparable Contracts and References
1. City of Pembroke Pines-Client for five years.
Charles Dodge-City Manager (954) 431-4884
(CDodge@PPines.com)
Skip Keibler-Assistant Director Public Services
Department (954) 437-1115 (Gkeibler@ppines.com)
13975 Pembroke Road
Pembroke Pines, FL 33027
2. City of leesburg and lakefront Charter-Client for one year.
Ron Stock-City Manager (ron.stock@leesburgflorida.gov)
City of LeesburQ
501 W. Meadow Street
P. O. Box 490630
Leesburg, FL 34748
(352) 728-9700
3. lake County-Client for two years.
Cindy Hall-County Administrator ( chall@co.lakeJI. us)
315 West Main Street
Tavares, FL 32778
(352) 343-9888
As the prime contractor, In Rem Solutions provides grant research
and writing services.
18
Current Client List and References
Municipalities and Counties:
City of Pembroke Pines - 2002 to present
City of Sanibel - 2002 to present
Town of Miami Lakes - 2003 to present
Broward County - 2003 to present
Town of Jupiter-1994 to present
City of Boca Raton - 1998 to present
Lake County - 2004 to present
Village of Tequesta - 2000 to present
City of Lauderhill - 2003 to present
City of Leesburg - 2005-2006
Semi nole County - 2007
Nonprofit Organizations:
The Haven - 1999 to present
In The Pines, Inc. - 1994-current (performed as a community
service)
19
RFQ #0705
MUNICIPAL CHARTER SCHOOL FEASIBILITY STUDY- OPENED 4/24/07
MAYOR'S FEEDBACK FORM
(NON-BINDING EVALUATION)
INDIVIDUAL FEEDBACK FORM (Points= 0 lowest and 10 highest)
Charter Schools
Selection Criteria USA In Rem Solutions,lnc.
,. < ..." .. ... ;,. ...... ,.: ,'." n;..", ....,... 0
'.. ." '.""
Ability to provide the
type & quality of
service requested
that best meets the
needs of the City of 10
Ccoee. S-
(0-10 points)
Quality & extent of
experience in
conducting similar
feasibility studies for
general enrollment
charter schools in the /0
State of Florida. 5'
(0-10 points)
Experience with
charter school
financing in Florida. /0 5
(0-10 points)
Financial stability of
the firm. 10 0-
(0-10 points)
ILJegree or creativity
and innovation, cost-
effectiveness &
efficiency reflected in
the qualifications 10
package. S
(0-10 points)
.'. '.' '. """ .",;( .... '.. ""'::"/h r..................:,. . ".i('
, '.'
TOTAL POINTS
(0-50) ~~rO Jtf
Name
;J
Interest
(Le. school board mem er, citizen, parent, etc.)
RFQ #0705
MUNICIPAL CHARTER SCHOOL FEASIBILITY STUDY 4/24/2007
INDIVIDUAL EVALUATION FORM
Charter Schools
Selection Criteria USA In Rem Solutions, Inc.
"."...:...".....,.....""..~...:'" "...-iI., "'....,......,.,', ~'..,'i.i"'..', .....,: ..,i.'" ',.. ......l.. ."".'," ......"'.."..,., .......,...",...'.: i".,..",.",..,,: ,,,,,,,:::,;,.,,., .."",."""',:::, ,..."
Ability to provide the
type & quality of
service requested
that best meets the
needs of the City of
Ocoee.
Quality & extent of
experience in
conducting similar
feasibility studies for
general enrollment
charter schools in the
State of Florida.
Experience with
charter school
financing in Florida.
Financial stability of
the firm.
Degree of creativity
and innovation, cost-
effectiveness &
efficiency reflected in
the qualifications
package.
.. i.',',....:::i'..':...'i',,'.'.'.'.,....,............:,. ,.'.",'..:;'.....,.....,:i"..,.'.........'.,'..'.,...,..:r""'. :1....:'........'...... .. ,..., ",',"" ','i, ...."),,,. ..:.: ",'", ',.,......:...:',...'...'......'.'.... ',., ,.,..,
",,".
TOTAL POINTS
Listed Alphabetically
Evaluator Name
1
Citv Manager
Robert Frank
Commissioners
Gary Hood, District 1
Scott Anderson, District 2
Rusty Johnson, District 3
Joel Keller, District 4
Mavor
S. Scott Vandergrift
CITY OF OCOEE
REQUEST FOR QUALIFICATIONS
(RFQ) #0705
MUNICIP AL CHARTER SCHOOL
FEASIBILITY STUDY
.,
City of Ocoee . 150 N Lakeshore Drive. Ocoee, Florida 34761
phone: (407) 905-3100. fax: (407) 656-3501 . www.ci.ocoee.t1.us
LEGAL ADVERTISEMENT
CITY OF OCOEE
REQUEST FOR QUALIFICATIONS (RFQ) #0705
MUNICIPAL CHARTER SCHOOL FEASIBILITY STUDY
Ocoee City Commission
The City of Ocoee is seeking the services of a qualified educational consulting firm to assist in determining the
feasibility of operating its own Charter School and helping the City to meet its educational objectives. The City
of Ocoee (City) desires to identify and contract with an established firm to study the feasibility of a Municipal
Charter School or Schools.
The City intends to award a contract to one (1) qualified Firm to perform the required services. In determining
whether a Firm is qualified, the City shall consider such factors as: the Firm's quality and extent of experience
in conducting similar feasibility studies for general enrollment charter schools in the State of Florida;
experience with charter school financing in Florida; and the Firm's project approach.
Qualification packages must be received no later than 2:00 p.m., local time, on April 24, 2007. Any
qualification package received after the above noted time will not be accepted under any circumstances and
shall be returned unopened. Any uncertainty regarding the time a qualification package is received will be
resolved against the Respondent.
Firms interested in providing the required professional services shall submit one (1) original and nine (9) copies
of their qualifications to the City of Ocoee Finance Department by the submission deadline to the attention of:
Joyce Tolbert, Purchasing Agent
City of Ocoee
150 N. Lakeshore Drive
Ocoee, Florida 34761
Phone: (407) 905-3100 x 1516
FAX number: (407) 656-3501
jtolbert@ci.ocoee.fl.us
No fax or electronic submissions will be accepted.
Only written (email acceptable) inquiries and/or questions regarding this RFQ will be accepted and shall be
directed to the Purchasing Agent. Deadline for receipt of written inquiries shall be 5:00 P.M., local time, on
April 13, 2007. Firms should not contact City staff, with the exception of the Purchasing Agent, or other City
consultants for information regarding this RFQ before the bid award date. Any contact with any other member
of the City Staff, City Commission, or its Agents during the RFQ, award, and protest period may be grounds for
Respondent disqualification.
RFQ #0705 Charter School Feasibility Study
2
Interested Firms may secure a copy of the RFQ documents through Demandstar by accessing the City's website
at www.cLocoee.fl.us under BidsN endors, or copies are available from the Purchasing Agent for a non-
refundable reproduction and/or administrative fee of $20.00. Checks should be made payable to the City of
Ocoee. Copies via e-mail are not available and partial sets of RFQ documents will not be issued.
Pursuant to Section 287.133(2) (a), Florida Statutes, interested Firms who have been placed on the convicted
vendor list following a conviction for public entity crimes may not submit a proposal on a contract to provide
services for a public entity, may not be awarded a consultant contract and may not transact business with a
public entity for services, the value of which exceeds Category Two for a period of 36 months from the date of
being placed on the convicted vendor list.
City Clerk
March 25,2007
RFQ #0705 Charter School Feasibility Study
3
CITY OF OCOEE
REQUEST FOR QUALIFICATIONS "RFQ" #0705
MUNICIPAL CHARTER SCHOOL FEASIBILITY STUDY
A. INTRODUCTION
1. The City of Ocoee is seeking the services of a qualified educational consulting firm to assist in
determining the feasibility of operating it's own Charter School and helping the City to meet it's
educational objectives. The City of Ocoee (City) desires to identify and contract with an
established firm to study the feasibility of a Municipal Charter School or Schools.
2. All Qualification Packages must be received by the City at the location stated in paragraph 4 of
the RFQ not later than no later than 2:00 p.m., local time, on April 24, 2007. Any Qualification
Package received after the above stated time and date shall not be considered. It shall be the sole
responsibility of the Respondent to have the Qualification Package delivered to the Ocoee City
Hall by U.S. mail, hand delivery, or any other method available to them. Delay in delivery shall
not be the responsibility of the City. Qualification Packages received after the deadline shall not
be considered and shall be returned unopened. Any request to withdraw a Qualification Package
must be addressed in writing. Such requests must be received by the City prior to the deadline of
the submission
3. Each Respondent shall examine all Qualification Packages and shall determine all matters
relating to the interpretation of such documents. All contacts shall be made to Joyce Tolbert,
Purchasing Agent, in writing, no later than 5:00 P.M., local time, on April 13, 2007. Firms
should not contact City staff, with the exception of the Purchasing Agent, or other City
consultants for information regarding this RFQ before the bid award date. Any contact with any
other member of the City Staff, City Commission, or its Agents during the RFQ, award, and
protest period may be grounds for Respondent disqualification.
4. One (1) original and nine (9) copies of the RFQ must be submitted to the City of Ocoee Finance
Department in one sealed package, clearly marked on the outside with the appropriate RFQ
number and closing date and time and sent or delivered to:
City of Ocoee
Attn: Joyce Tolbert, Purchasing Agent
150 North Lakeshore Drive
Ocoee, FL 34761-2258
(407) 905-3100 ext. 1516
(407) 656-3501 - fax
itolbert@ci.ocoee.fl.us
No fax or electronic RFQ submissions will be accepted.
5. The interested and qualified firms shall submit a Statement of Qualifications describing their
qualifications and experience in the type of work requested. Submissions shall be limited to a
total of fifty (50) 8.5"x 11" pages (including resumes and 2-page cover letter but excluding front
and back covers, dividers, and Company Information Form), single-sided, portrait orientation,
RFQ #0705 Charter School Feasibility Study
4
12-point font. The person signing the RFQ on behalf of the Respondent shall have the legal
authority to bind the Respondent to the submitted Qualification Package.
6. All expenses for providing Qualification Packages to the City shall be borne by the Respondent.
7. Action on Qualification Packages is expected to be taken within ninety (90) days of the due date;
however, no guarantee or representation is made herein as to the time between receipt of the
Qualification Package and subsequent Commission action.
8. The City reserves the right to accept or reject any or all Qualification Packages, to waive
irregularities and technicalities, and to request resubmission or to re-advertise for all or any part
of the RFQ. The City shall be the sole judge of the Qualification Package and the resulting
negotiated agreement that is in the City's best interest. The City's decision shall be final.
9. All applicable laws and regulations of the United States, the State of Florida, and the City of
Ocoee will apply to any resulting agreement.
10. The successful Respondent shall be required to execute an agreement, in form and content
acceptable to the City, indemnifying and holding harmless the City, its officials, officers,
employees, and agents from all claims.
11. The successful Respondent shall be required to provide evidence of both General (Public &
Property) Liability and Professional Liability Insurance in the form of a certificate of insurance
issued on behalf of the City of Ocoee and naming the City as an additional insured, by
companies acceptable to the City at the following minimum limits and coverage's with
deductible amounts acceptable to the City:
12. CONVICTED VENDOR LIST (PUBLIC ENTITY CRIME). A person or affiliate who has
been placed on the convicted vendor list following a conviction for a public entity crime may not
submit a proposal on an award to provide any goods or services to a public entity, may not
submit a proposal on an award with a public entity for the construction or repair of a public
building or public work, may not submit proposals on leases of real property to a public entity,
may not be awarded or perform work as a Contractor, Supplier, Subcontractor, or Consultant
under a award with any public entity, and may not transact business with any public entity in
excess of the threshold amount provided in section 287.017 for Category Two ($25,000.00 and
greater) for a period of 36 months from the date of being placed on the convicted vendor list.
[See Florida State Statute 287.133 (2) (a)].
13. FLORIDA PUBLIC RECORDS LAW. In accordance with Chapter 119 of the Florida
Statutes, and, except as may be provided by Chapter 119 of the Florida Statutes and other
applicable State and Federal Laws, all Proposers should be aware that the proposal and the
responses thereto are in the public domain and are available for public inspection. Proposers are
requested, however, to identify specifically any information contained in their proposal which
they consider confidential and/or proprietary and which they believe to be exempt from
disclosure, citing specifically the applicable exempting law. All proposals received in response to
this request of proposal become the property of the City of Ocoee and will not be returned. In the
event of an award, all documentation produced as part of the contract will become the exclusive
property of the City.
RFQ #0705 Charter School Feasibility Study
5
INSURANCE TERMS AND CONDITIONS
The Consultant shall not commence any work in connection with an Agreement until all of the following
types of insurance have been obtained and such insurance has been approved by the City, nor shall the
Consultant allow any Subconsultant to commence work on a subcontract until all similar insurance
required of the subconsultant has been so obtained and approved. Policies other than Workers'
Compensation shall be issued only by companies authorized by subsisting certificates of authority issued
to the companies by the Department of Insurance of Florida which maintain a Best's Rating of "A" or
better and a Financial Size Category of "VII" or better according to the A.M. Best Company. Policies
for Workers' Compensation may be issued by companies authorized as a group self-insurer by F.S.
440.57, Florida Statutes.
a) Loss Deductible Clause: The City shall be exempt from, and in no way liable for, any sums of
money which may represent a deductible in any insurance policy. The payment of such deductible
shall be the sole responsibility of the General Consultant and/or subconsultant providing such
Insurance.
b) Workers' Compensation Insurance: The Consultant shall obtain during the life of this Agreement,
Worker's Compensation Insurance with Employer's Liability Limits of $500,000/$500,000/$500,000
for all the Consultant's employees connected with the work of this project and, in the event any work
is sublet, the Consultant shall require the subconsultant similarly to provide Workers' Compensation
Insurance for all of the latter's employees unless such employees are covered by the protection
afforded by the Consultant. Such insurance shall comply fully with the Florida Workers'
Compensation Law. In case any class of employees engaged in hazardous work under this contract
for the City is not protected under the Workers' Compensation statute, the Consultant shall provide,
and cause each sub consultant to provide adequate insurance, satisfactory to the City, for the
protection of the Consultant's employees not otherwise protected.
. Include Waiver of Subrogation in favor of the City ofOcoee
c) Consultant's Public Liability and Property Damage Insurance: The Consultant shall obtain during the
life of this Agreement COMMERCIAL AUTOMOBILE COVERAGE, this policy should name the
City of Ocoee as an additional insured, and shall protect the Consultant and the City from claims for
damage for personal injury, including accidental death, as well as claims for property damages which
may arise from operations under this Agreement whether such operations be by the Consultant or by
anyone directly or indirectly employed by the Consultant, and the amounts of such insurance shall be
the minimum limits as follows:
Automobile Bodily Iniury Liability & Property Damage Liability
. $1,000,000 Combined single limit per occurrence (each person, each accident)
· All covered automobile will be covered via symbol 1
. Liability coverage will include hired & non-owned automobile liability
· Include Waiver of Subrogation in favor of The City of Ocoee
Comprehensive General Liabilitv (Occurrence Form) - this policy should name the City of Ocoee as an
additional insured and should indicate that the insurance of the Consultant is primary and non-
contributory .
· $2,000,000 GENERAL AGGREGATE
. $2,000,000 PRODUCTS-COMPLETED OPERATIONS AGGREGATE
· $1,000,000 PER OCCURRENCE
· $1,000,000 PERSONAL & ADVERTISING INJURY
. Include Waiver of Subrogation in favor of the City of Ocoee
RFQ #0705 Charter School Feasibility Study
6
Subconsultant's Comprehensive General Liability. Automobile Liability and Worker's Compensation
Insurance: The Consultant shall require each subconsultant to procure and maintain during the life of
this subcontract, insurance of the type specified above or insure the activities of these subconsultants
in the Consultant's policy, as specified above.
Owner's Protective Liability Insurance: As applicable for construction projects, providing coverage for
the named insured's liability that arises out of operations performed for the named insured by
independent consultants and are directly imposed because of the named insured's general supervision
of the independent consultant. The Consultant shall procure and furnish an Owner's Protective
Liability Insurance Policy with the following limits: $1,000,000, and per occurrence, $2,000,000.
Aggregate and naming the City of Ocoee as the Named Insured.
Contractual Liability: If the project is not bonded, the Consultant's insurance shall also include
contractual liability coverage to insure the fulfillment of the contract. NOTE: PUBLIC LIABILITY
INSURANCE AND AUTOMOBILE LIABILITY INSURANCE, THE CITY SHALL BE
NAMED AS ADDITIONAL INSURED.
· $1,000,000 PER OCCURRENCE
· $2,000,000 AGGREGATE
Commercial Umbrella:
· $1,000,000 PER OCCURRENCE
· $2,000,000 Aggregate
. Including Employer's Liability and Contractual Liability
Builders Risk:
· $100,000 Any (1) Location
· $1,000,000 Any (1) Occurrence
Certificates of Insurance: Certificate of Insurance Form (see sample attached), naming the City of
Ocoee as an additional insured will be furnished by the Consultant upon notice of award. These shall
be completed by the authorized Resident Agent and returned to the Office of the Purchasing Agent.
This certificate shall be dated and show:
. The name of the Insured consultant, the specific job by name and job number, the name ofthe
insurer, the number ofthe policy, its effective date, its termination date.
. Statement that the Insurer shall mail notice to the Owner at least thirty (30) days prior to any
material changes in provisions or cancellation of the policy, except ten (10) days written
notice of cancellation for non-payment of premium.
RFQ #0705 Charter School Feasibility Study
7
~f)_
CERTIFICATE OF LIABILITY INSURANCE
DOli! -"'"""l
-1 11 Ot Ot
THII CIlmI'ICATIII II8UID M A.....nmt OF INFORMATION
ONLY Nlll COHJIMI NO IUOHTa UPON THE CERTlFICATl!
HQU3IIl. THlI CU11l'ICATI! DOli NOT AMl!ND. EXTIND Olt
AL1III THl! cOVEllAGE ""O"DIllIY THE POUCIEIIm.OW.
,""-
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....v ....._, TH!! _"_IYTH!! I'CllICIA ~_lIl1U&l!CTlO"" THI T-.IIJlICl.UIIClNIMD CCNDlTlDNlOF IUCH
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';C-.a nNClf_. O'OUCY_ ......
~LIlI&ftY MCIt~ 11.000.000
X !... C(IIIOIIJOCW. __ UMUlY -' 150,000
_O-cwa- [!]OCCUR _1l<P(..,__1 15.000
_a/Di1NJ\JlOY 11.000 000
___111 12.000,000
~=~;;n=1 MDOUCn.C.-.c>I'AGG 12.000.000
~.-.n'I ~"""'.L_ 11,000,000
.!..._AlITO 110_1
- .... OWNID AUTOI 100I. If INJUIW
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SCHIDUI.IIJ AUTOS 1fW_'
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,=i== I ..--
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_LIlI&ftY &.L.IACH lOCClDelT 1500,000 i
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luilcl..r. ai.1t by 1 Loc 100,(0)
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Df' OPIIIA'1'II)NIl LOCATIONI t VltCLUI IY_'--
Tb. iaauraDc, evi4anaacl. by thi. eartificat. .h.ll ~ th. c.rtifiaat.
holcl..r. a. aD .cl.cl.itioaal iDaur.d OD tba GaD.r.l Liability . aabr.lla
Liability. Morlt.n' Ctap'D.atiOD, Bllployen' Liability" GaD.ral Liability
.ball contain. ..ivar of Iubrogatioa iD favor of the o.rtifiaat. holcl..r.
Tb. c.rtUic.t. hol.s.r it .cl.cl.ecl. .. a IBId iIIIDd fir 8JI.ld!m Rll!Ik..
COVERAGE.
City of 000..
150 .. LaIta.!Ior. Drive
CeDe, n. H761-2251
CNlCILI.AlION
OCQUOl -.u_.,,__OUC____UCACILLIO-lMI-"""
oO\TIE"....___...-_TO- t!..- .......WWTTIN
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CERT1I'ICATI! HOLDI!Jl
ACOItO 25 (2001*1
S~PLtF
o ACORD CORPOlIAnoN 111'
RFQ #0705 Charter School Feasibility Study
8
B. BACKGROUND
The city is located in western Orange County, in central Florida, and covers an area of approximately
14.7 square miles. The City of Ocoee is the third largest City in Orange County with a population of
approximately 33,000. Projections indicate that the City's population will grow to over 73,000 by the
year 2025. The City of Ocoee enjoys a rich educational history dating back to the establishment of the
first school in 1880. The city has taken a proactive approach in insuring that this educational heritage
continues well into the future. The City has worked closely with Orange County Public Schools in
planning and sitting new schools within our City; even partnering on with the School Board on acquiring
property for new school locations. However, the City feels that it is time to explore new options in
delivering quality education to our City's children. Specifically, the City would like to explore the
possibility of opening a municipal charter school.
Therefore, the City of Ocoee is seeking the services of a qualified educational consulting firm to assist in
determining the feasibility of operating it's own Charter School and helping the City to meet it's
educational objectives.
C. SCOPE OF SERVICES
The City of Ocoee desires to identify and contract with an established firm to study the feasibility of a
Municipal Charter School or Schools. The feasibility study should include but is not limited to the
following:
. prepare an initial assessment ofOcoee's immediate and long-term educational needs as they
relate to the current development trends
. evaluate the public and business support for the formation and operation of a charter school
· site possible locations for the school
· consider possible conversion of an existing Orange County Public School
· propose grade levels to served by the school based on City demographics; include proposed
class size and total number of students
· proposed staffing requirements
· possible transportation plan for the school
· financial feasibility of operating a charter school including
. cost of design and construction of a new school or cost of conversion of an existing
school
· cost of operation and management of the school
· leasing or debt service, if any
· proposed funding alternatives
· possible revenue sources for the school
· the City's financial contribution, both initial and on-going
· the City's risk exposure
RFQ #0705 Charter School Feasibility Study
9
The agreement with the selected firm may provide for a phased process with the right of the City to
terminate the agreement at any time, with or without cause. Items that may be required in a later phase
include:
· the academic design for the school
· the governance and management of the school
· a recruiting and marketing plan
· admissions and registration procedures
· process to ensure racial/ethnic balance
. a Human Resources Plan to include standards and strategies to recruit, hire, train, and retain
qualified staff
· safety, security, and emergency plans
· development, design, and construction assistance
D. SUBMITTALS
Qualification Packages shall be designed to portray to the City how the Respondent's range of services
can best achieve the anticipated Scope of Services. In order for the City to evaluate the Qualification
Packages, each Respondent shall provide information relative to their ability to provide services that will
best meet the needs of the City. The required submission materials shall include the following:
I. Firmffeam's General Qualifications
. List of Firm's employees that are proposed to be used on the project, their qualifications, and their role
for the services required.
. Firm's and employee's certifications and registration with regulatory agencies, professional
organizations, etc.
. List Firm's sub-consultants, their qualifications, and their role in this project.
. List of Firm's other current or recently completed similar services within the past five 5 years.
. List of at least three (3) client references to include organization name, contact person, telephone
number (s), and e-mail address.
II. Proiect Teams Specific Qualifications
. Project Manager education, experience and any special consideration
. Key Project Members education, experience and any special consideration
· Firm's Project organization and coordination structure
III. Anticipated Scope of Work
· Overall Plan of Action
· Description of Work Tasks
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IV. Proiect Schedule
· Overall project schedule
· Milestones
· Submittal Dates
· Staff and Commission Meetings
E. SELECTION CRITERIA
The City desires to award the contract to the Respondent that demonstrates the ability to provide the
highest quality service at the most reasonable cost. To accomplish this goal, the City's criteria for
selection shall include, but is not limited to:
1. Ability to provide the type and quality of service requested that best meets the needs of the City
of Ocoee.
2. Quality and extent of experience in conducting similar feasibility studies for general enrollment
charter schools in the State of Florida.
3. Experience with charter school financing in Florida.
4. Financial stability ofthe firm.
5. Degree of creativity and innovation, cost-effectiveness and efficiency reflected in the
Qualifications Package.
F. SELECTION PROCEDURES & CONTRACT NEGOTIATIONS
The criteria for selection shall be based on the selection criteria above, including the firm's
qualifications, location, past performance, and reference check. The City reserves the right, before
awarding the contract, to require a Respondent to submit such evidence of its qualifications, as it may
deem necessary. The City shall be the sole judge of the competency of Respondents.
The City Commission will review each Respondent's Qualification Package. The top Respondents may
be required to make a formal presentation relative to their qualifications, approach to the project, and
ability to provide services to best serve the needs of the City. The City Commission's decision shall be
final.
The successful Respondent shall be required to execute an agreement. Upon the successful negotiation
of an agreement, a formal contract will be prepared and submitted to the City Commission for approval,
and executed by both parties.
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G. BID PROTESTS
The City's FinancelPurchasing Department will consider Bid Protests seeking contract award, damages,
and/or any other relief. Any Bidder seeking to file Bid Protest SHALL use the following procedures:
1. A bidder SHALL file a written Bid Protest under this Article, or be barred any relief.
2. A Bid Protest: (a) must be in writing (oral protests will NOT be acknowledged); (b) the content
of the Bid Protest shall fully state the factual and legal grounds for the protest and the legal basis
for the relief requested; and (c) The Bid Protest shall be filed with the Purchasing Agent not later
than three (3) calendar days after the posting of the notice of intent to award or recommendation
of award by staff.
3. After a Bid Protest has been properly filed with the City, the City, by and through its Purchasing
Department shall make a determination on the merits of the protest not later than five (5)
business days after receipt of the protest. If the City denies the protest, the City may proceed
with award of the Contract unless enjoined by order of a Court of competent jurisdiction.
4. A Bid Protest SHALL be limited to the following grounds: (a) issues arising from the
procurement provisions of the Project Manual and/or the Bid Package or Contract Documents;
and/or (b) applicable federal, state or local law. No Bid Protest may be based upon questions
concerning the design documents. The Bidder shall clarify all such questions concerning the
design of the project prior to submitting its bid.
END INSTRUCTIONS
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COMP ANY INFORMATION/SIGNATURE SHEET RFQ #0705
F AlLURE TO COMPLY WITH THESE RFQ INSTRUCTIONS WILL RESULT IN DISQUALIFICATION OF
YOUR QUALIFICATION PACKAGE. PLEASE SIGN BELOW ATTESTING THAT YOU HAVE READ AND
UNDERSTAND ALL RFQ INSTRUCTIONS AND THAT YOU UNDERSTAND THAT THE SUCCESSFUL
RESPONDENT WILL BE REQUIRED TO ENTER INTO A LEGALLY BINDING CONTRACT WITH THE CITY
OF OCOEE.
COMPANY NAME
TELEPHONE (INCLUDE AREA CODE)
FAX (INCLUDE AREA CODE)
E-MAIL ADDRESS
AUTHORIZED SIGNATURE (manual)
IF REMITTANCE ADDRESS IS DIFFERENT
FROM PURCHASE ORDER ADDRESS,
PLEASE INDICATE BELOW:
NAME/TITLE (PLEASE PRINT)
STREET ADDRESS
CITY
STATE
ZIP
FEDERAL ID #
_Individual _Corporation _Partnership _Other (Specify)
Sworn to and subscribed before me this
day of
,20_
Personally Known
or
Produced Identification
(Type ofIdentification)
Notary Public - State of
County of
Signature of Notary Public
Printed, typed or stamped
Commissioned name of Notary Public
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