2022-2023 New School Application

  • This application is for developers seeking to open their first brand new community school. Please review the challenged district list, call for new schools, cover letter, timeline, and attachment list before beginning this application. Please note that all file uploads are required to be in PDF format and titled according to their attachment number. You also have the option to "copy and paste" text from a document into a text box. At the bottom of the Application, there is a Save and Continue Later option for your convenience. Please see the New School Application Rubric for specific information on scoring for each question.
  • General Information

    Name of the Primary Contact for the application and the Organization completing the application on behalf of the school:
  • Please Note: The district listed must be on ODE's Challenged District List found with the Application Supporting Documents or on ODE's website.
  • Affiliates

  • Do you have, or have you had, a relationship with other sponsors, charter schools or their affiliates inside our outside Ohio? If YES, please list the entity affiliated with and the relationship with that entity. You may click the plus symbol to add additional rows, if needed.
  • Sponsor, Charter School or AffiliateRelationship 
  • Development Team

    This section focuses on the development team for the proposed school. The development team plays a critical role in starting the school and Team members should have a varied range of expertise. This section will be scored on the following criteria (based on the bios/resumes uploaded below): 1.) team consists of several individuals with diverse skills; 2.) provided evidence showing the team members have expertise in at least three (3) of the following areas: business, education, finance, technology and governance.
  • Upload a current resume for each development team member as a PDF document titled Attachment 1. Note: Each bio or resume must contain current contact information.
    Accepted file types: pdf.
  • If any member of the development team plans to continue to be involved with the school or the governing authority after opening, please describe the role. If no members intend on transitioning to the school or governing authority, please enter "N/A".
  • Governance

    The governing authority formally plays a vital role in the school’s success and future existence. The governing authority sets policies, establishes the budget and is the fiduciary agent for the community school. The governing authority is responsible for compliance with the community school contract and applicable local, state and federal laws. The governing authority of the community school will be the responsible entity and contracting party for any community school contract. Ohio Revised Code requires no fewer than five (5) members. Under Ohio Revised Code Section 3314.036, the governing authority must employ legal counsel who is independent from the school’s sponsor or the operator with which the school has contracted for any services related to the negotiation of the school’s contract with the sponsor or the school’s contract with the operator.
  • Provide the names and email addresses for each governing authority member. You may click the plus symbol to add additional rows. Upload a resume for each governing authority member as a PDF titled Attachment 2. This section is scored based on the number of governing authority members provided with all requested information as well as an assessment of the resumes to determine members' experience and expertise with community schools and governing authorities. Note: to receive a "Meets" you must provide, at a minimum, information and resumes for at least five members. Less than five receives a "Partially Meets" and no information and/or resumes receives a "Does Not Meet".
    NameEmail address 
  • Drop files here or
    Accepted file types: pdf.
  • Under Ohio Revised Code Section 3314.036, the governing authority must employ legal counsel who is independent from the school’s sponsor or the operator with which the school has contracted for any services related to the negotiation of the school’s contract with the sponsor or the school’s contract with the operator. While no score will be given for this section, the expectation is that the legal counsel listed has experience with Ohio law as it pertains to community schools.
    Name of Legal CounselContact Information Phone and Email 
  • Describe the governing authority structure (including meeting structure), recruitment and future development plans. This section will be scored based on applicant providing a clear plan with all of the requested information. Note: plan should include that all members will work or reside within 50 miles of the school.
  • Management

  • Schools are either operated by a management company or self-managed by a superintendent. Please choose an option below and only answer the questions in the corresponding section.
  • Management Company

    (Only answer the questions below if operated by a management company. If the management company currently operates schools and has a model it is replicating, please fill out the Replicator Application.)
  • What type of organization is the management company?
  • Company NameContact PersonPhone Number and EmailManagement Company EINManagement Company IRN 
  • Please provide the following:
    • • Describe in the box below a higher-level description of the management company's role with managed school(s).
    • • Upload a copy of the management agreement as a PDF document titled Attachment 3. If a management agreement has not been finalized, provide a copy of the management agreement template as a PDF document titled Attachment 3. To receive a "Meets" on this section, a final or template management agreement must submitted AND a detailed description of the management organization's roles and responsibilities.
  • Drop files here or
    Accepted file types: pdf.
  • Please provide the following:
    • • Describe the organizational structure of the management organization including specific individuals who will be responsible for the day-to-day operation and success of the proposed school.
    • • Upload the EMO or CMO organizational chart with description of each person's responsibilities, as a PDF document titled Attachment 4 with defined responsibilities for each individual. To receive a "Meets Expectations", all of the information above must be provided.
  • Drop files here or
    Accepted file types: pdf.
  • Describe the management organization’s accountability to the governing authority and governing authority's plan to monitor, measure and evaluate the management organization’s performance. To receive a "Meets Expectations" on this section, a clear and detailed accountability plan must be provided.
  • Provide below a formal statement of business goals, reasons they are attainable and plans for reaching them which contains information on the academic, financial and operational position of your organization over multiple years. Include how many schools the organization plans to open over the next five (5) years. To receive a "Meets Expectations" the plan provided must contain all of the required elements and the demonstrate the management organization's capacity to achieve.
  • Provide data evidencing the management organization’s financial and business experience related to starting and operating schools. This information should include:
    • • Audits of schools managed
    • • Debt carried by schools managed
    • • The number of schools managed that owe money to the management organization and how much is owed.
    • • If this is the management organization's first school, provide the same information for any individuals of the management organization that have the described experience.
    • Note: You may provide the information in the text box and/or upload a file. All of the requested information must be included. If uploading a file, it must be a PDF titled Record of Success Financial/Business. If ONLY uploading a file, please enter "See Attachment" in the text box. To receive a "Meets Expectations" there must be clear evidence that shows the management organization has a record of success in the financial and business aspects of starting and operating community schools.
  • Drop files here or
  • Provide a list of each school ever affiliated with the management organization that includes the following:
    • • Names of schools,
    • • Dates of management organization's affiliation with the school,
    • • grade levels served,
    • • number of students served by year,
    • • School's Overall Grade, Progress grade and Performance Index Score for the years affiliated (if any schools are located outside Ohio, include similar or equivalent performance measures for that state), AND
    • • A summary for each school describing challenges encountered and/or successes achieved in the schools' academic performance.
    • Upload as a PDF document titled Attachment 5. To receive a "Meets Expectations" all of the required information must be provided and evidence a record of academic success in affiliated schools.
  • Drop files here or
    Accepted file types: pdf.
  • Self-Managed Organization

    (Only answer the questions below if the school will be self-managed during the term of the charter.)
  • Provide names of the individuals responsible for the following operations of the school, including any relevant expertise:
    • • Testing and assessments,
    • • Human Resources,
    • • Training and Professional Development,
    • • Building Maintenance and related services,
    • • Marketing,
    • • Purchasing,
    • • Techology, AND
    • • Other operations not listed above.
    • If the superintendent or school leader has been identified, upload his/her resume as a PDF document titled Attachment 6. To receive a "Meets Expectations" all of the requested information must be provided including the superintendent's or school leader's resume, if applicable. There should be clear evidence that all of the operations of the school will be performed by individuals with expertise in their area.
  • Drop files here or
    Accepted file types: pdf.
  • Describe the superintendent's or school leader's plan for communicating with the governing authority. The plan should describe any reports that will be provided to the governing authority and how often communication is expected. This plan should also align with the governing authority structure described in this application. To receive a "Meets Expectations" the information should describe a thorough plan to keep the governing authority apprised of school performance.
  • Describe in detail the superintendent’s or school leader's accountability to the governing authority and the governing authority's plan to monitor, measure and evaluate the superintendent’s performance.
    • Upload a copy of the superintendent or school leader evaluation form as a PDF document titled Attachment 7.
      • To receive a "Meets Expectations" in this section the information must be complete and detailed AND the evaluation form must be provided.
  • Drop files here or
    Accepted file types: pdf.
  • Describe the current business plan including a formal statement of business goals, reasons they are attainable and plans for reaching them. Include how many schools the organization intends to open over the next 1-5 years. This section will be scored based on the thoroughness of the information provided.
  • Provide data evidencing the management organization’s financial and business experience related to starting and operating schools. This information should include:
    • • Audits of schools started/affiliated with
    • • Debt carried by schools started/affiliated with
    • • If this is your first school, provide the same information for any individuals of the development team that have the described experience.
    • Note: You may provide the information in the text box and/or upload a file. All of the requested information must be included. If uploading a file, it must be a PDF titled Record of Success Financial/Business. If ONLY uploading a file, please enter "See Attachment" in the text box. To receive a "Meets Expectations" there must be clear evidence that shows you have a record of success in the financial and business aspects of starting and operating community schools.
  • Drop files here or
    Accepted file types: pdf.
  • Describe and provide data evidencing the superintendent's or school leader's experience and successes in serving underserved student populations.
    • If a superintendent or school leader has not yet been selected, provide the job description and/or job posting that shows the characteristics of person being sought.
    • Note: You may provide the information in the text box and/or upload a file. If uploading a file, it must be a PDF titled Record of Success in Urban Education. If ONLY uploading a file, please enter "See Attachment" in the text box. To receive a "Meets Expectations" the evidence provided must show strong experience in serving underserved student populations .
  • Drop files here or
    Accepted file types: pdf.
  • Provide a list of each school ever affiliated with that includes the following:
    • • Names of schools,
    • • Dates of affiliation with the school,
    • • grade levels served,
    • • number of students served by year,
    • • School's Overall Grade, Progress grade and Performance Index Score for the years affiliated (if any schools are located outside Ohio, include similar or equivalent performance measures for that state), AND
    • • A summary for each school describing challenges encountered and/or successes achieved in the schools' academic performance.
    • Upload as a PDF document titled Attachment 8. To receive a "Meets Expectations" all of the required information must be provided and evidence a record of academic success in affiliated schools.
  • Drop files here or
    Accepted file types: pdf.
  • Additional Contractors

    List below the names of all contractors, or potential contractors, that will provide daily support services to the school that are not provided by a management organization or listed in self-management section. If a provider has not been selected, list the service and who you are in talks with.
    • You may click the plus symbol to add additional rows.
    • To receive a "Meets Expectations" it must be clear that all required services will be provided.
  • NameServices to be ProvidedContact Information Phone and Email 
  • Conflict of Interest

    Has any member of the governing authority or development team, including management company or treasurer/fiscal officer, been involved with an entity that was involved in a bankruptcy, closed for financial reasons, had a finding for recovery, or designated as not auditable by the Auditor of State? If YES, please list the school(s) or entities and identify the basis of the relationship in the fields below (i.e., contractor, employee of operator, treasurer, board member, etc.) You may click the plus symbol to add additional rows, if needed.
  • School or EntityRelationship 
  • Educational Program

    This section focuses on the educational program of the proposed school.
  • Please complete the education plan document that is found on the Application page of the website and upload it as a PDF document titled Attachment 9. (If the application is approved, the education plan attachment will become part of the contract agreement). The education plan is broken down into the following sections: 6.3a Mission, Vision, Philosophy, 6.3b Curriculum, 6.3c Instructional Delivery Methods and Resources/Materials, 6.3d Continuous Improvement and Professional Growth, 6.3e Prevention and Intervention, 6.4a Goals and Performance Indicators, 6.5 Assessment Plan, 8.1 Organization and Staffing. Note: Please see the scoring rubric for detailed information on how this section will be scored.
    Accepted file types: pdf.
  • Demographics and Market Research

    This section focuses on the demographics and marketing research of the proposed school.
  • Describe the target student population that the school will serve and their unique needs. Describe the characteristics of the community from which the school’s students will be drawn. Please address the following:
    • • Race
    • • Students with Disabilities
    • • Student Mobility
    • • Economically Disadvantaged
    • • English Learners
    • • Migrant Status
    • • High population of students eligible for Medicaid and/or free and reduced lunch
    • • Real estate market
    • • Enrollment fluctuations at surrounding schools
  • Provide a list of all schools (traditional and community) schools within a five (5) mile radius that offer the same grades that this school is offering. Also provide the following:
    • • Using the list provided, describe the current market or offerings in the community.
    • • What deficiencies or lack of capacity exists from the existing schools and how will this school fill those deficiencies?
    • • What unique qualities does this school have that will support the community?
    • • Any additional information that demonstrates a need for this school in the community.
    • Note: You may provide the information in the text box and/or upload a file. All of the requested information must be included. If uploading a file, it must be a PDF titled Market Research and Evidence of Need. If ONLY uploading a file, please enter "See Attachment" in the text box. To receive a "Meets Expectations" you must provide the list of schools and evidence this need for this school in the proposed community.
  • Drop files here or
    Accepted file types: pdf.
  • Upload evidence of community support of your school as a PDF document titled Attachment 11, such as:
    • • Letters of support showing how the school will serve the community and meet student and family needs,
    • • Surveys of local residents indicating a need/desire for a new community school,
    • • Other community indicators of support for the school.
    • The letters of support must:
      • • Be dated within one year of application date,
      • • Specifically support this school in this location.
      • To receive a "Meets Expectations" support of the community must be shown. Providing a robust plan to establish community support may receive a "Partially Meets" and not providing either receives a "Does Not Meet".
    Accepted file types: pdf.
  • Please provide the following:
    • • Discuss the school’s current recruitment and marketing plans.
    • • Discuss plans to maintain student enrollment at the lowest grade level and attrition.
    • • Future marketing strategies.
    • • Upload copies of promotional or recruitment materials including; media plans, marketing plans, open house schedules, etc. as a PDF document titled Attachment 12.
    • To receive a "Meets Expectations" the evidence provided must reflect a realistic and attainable plan to recruit students and maintain enrollment. This should align with the enrollment projections listed below.
  • Drop files here or
    Accepted file types: pdf.
  • Enrollment Projections

    Please enter projected enrollment in the boxes provided below, enter N/A for grades not served.
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  • Operational Budget

    This section focuses on the operational budget of the proposed school.
  • Identify the school's fiscal officer.
  • Using ODE's Community School Annual Budget template (found with the application supporting docs or ODE's website), provide the school's first-year budget with monthly detail showing expected cash flow, assets and liabilities as a PDF document titled Attachment 13. The information in the budget should align with the enrollment projections listed above.
  • To receive a "Meets Expectations" the budget must be complete and realistically reflect the enrollment, revenue and expenditures of the school.
  • Drop files here or
    Accepted file types: pdf.
  • Upload the proposed five-year forecast using the Ohio Department of Education’s prescribed format and guidance as a PDF document titled Attachment 14. If necessary, provide a brief explanation of your five-year forecast.
  • Drop files here or
    Accepted file types: pdf.
  • Upload signed letters of commitment for contributions of funds or in-kind services as a PDF document titled Attachment 15, if applicable. If necessary, provide a brief explanation of the contributions.
  • Drop files here or
  • Describe the governing authority’s plan to maintain the school’s short and long term financial stability and viability, including potential reductions in expenditures relative to fluctuating enrollment. Note: You may provide the information in the text box and/or upload a file. All of the requested information must be included. If uploading a file, it must be a PDF titled Financial Stability. If ONLY uploading a file, please enter "See Attachment" in the text box.
  • Drop files here or
    Accepted file types: pdf.
  • Facilities

    This section focuses on the facilities of the proposed school.
  • If the facility has NOT been secured, provide the following information:
    • • Describe the efforts to secure a school facility and prepare it for use by the intended opening date of the school.
    • • Provide, in detail, the parties responsible for securing the facility and their experience in locating potential school properties.
    • • Describe the type of facility being sought, including the square footage, number and size of classrooms, common areas, and recreational space.
    • If a facility has been secured, enter NA in the text box.
    • To receive a "Meets Expectations" all information requested must be provided. The information should align with the needs of the school as described in this application.
  • If the facility has been secured, please provide the following information:
    • • Address of facility,
    • •Site plan including square footage, number and size of classrooms, common areas, recreational space.
    • • Any other residents/uses of the facility,
    • • How the facility meets the needs of the targeted students.
    • If a facility has not been secured, enter NA in the text box.
    • To receive a "Meets Expectations, all of the information must be provided. The information provided should align with the needs of the school as described in this application.
  • State the real or anticipated cost and terms of the purchase agreement or lease. Include the percentage of budget that the cost of lease/purchase will make up. Upload a copy of the Purchase Agreement or Lease as a PDF document titled Attachment 16. If it is not available, provide the proposed template.
    • If the property will be leased by the school from the management organization, upload a letter from an independent real estate professional confirming at the time the lease was agreed to, the lease was commercially reasonable, pursuant to ORC 3314.032(B)(1).
    • The cost of purchase/lease must be reflected in the budget provided.
    • To receive a "Meets Expectations" all of the information requested above must be provided.
  • Drop files here or
    Accepted file types: pdf.
  • State the entities or individuals who will own the property. State the entities or individuals that will be leasing the property. Identify any conflicts of interest such as facility owner/lessee being a member of the development team or governing authority. If no conflicts are present, please note that below. If a development team member signs the lease, please explain how potential conflicts will be resolved if that person becomes a school employee.
  • Capacity to Execute

    Each section of the application will be used to inform reviewers of the capacity of the applicant to execute the plan as described throughout the application. If there is any information you would like to provide that is not previously stated in the application, please provide below.
  • This field is for validation purposes and should be left unchanged.
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