New School Application 2023-2024 – Charter School Specialists

2023-2024 New School Application

This application is for developers seeking to open their first brand new community school. Please review the cover letter, timeline, and attachment list before beginning this application. Schools may now be located in any school district in Ohio. 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:
Primary Contact*
Organization*
Phone*
Email*
Name of Proposed School*
Local School District*
Please list the district in which the school will be located.
Proposed Address of the School*
Proposed Grades to be Served*
Proposed School Year to Open*
Target Population to be Served*
Do you plan to add additional facilities/locations (satellites/annexes) under this same charter?*
- Yes
- No
If you answered YES to the above question, please describe the timeline for addition of the facilities.
Affiliates
Affiliates*
Are you now, or have you been, involved with any charter/community school, in any capacity, inside or outside Ohio? If yes, please list the charter/community school and your capacity with that school. You may click the plus symbol to add additional rows if needed.
- Yes
- No

Charter/Community School

Charter/Community School	Capacity

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 resumes uploaded below): 1. the team consists of several individuals with diverse skills; 2. evidence was provided showing the team members have expertise in at least three (3) of the following areas: business, education, finance, technology and governance.
Attachment 1: Resume for Development Team Members*
Provide a current resume for each development team member and upload as a single PDF document titled Attachment 1. Note: Each resume must contain current contact information (mailing address and phone number).
Drop files here or

Accepted file types: pdf, Max. file size: 512 MB.
Development Team Transition Plan*
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’s role is vital to 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 is 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 and the operator. Independent counsel shall negotiate the school’s contract with the sponsor or the school’s contract with the operator.

Governing Authority Members*

Provide the names and email addresses for each governing authority member. Click the plus symbol to add additional rows. Provide a resume for each governing authority member and upload the resumes as a single PDF titled Attachment 2. This section is scored based on the number of governing authority members with all requested information provided 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”.

Name	Email address

Attachment 2: Governing Authority Resumes*
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Accepted file types: pdf, Max. file size: 512 MB.

Governing Authority Legal Counsel Information*

Under Ohio Revised Code Section 3314.036, the governing authority must employ legal counsel who is independent from both the school’s sponsor and the operator. Independent counsel shall negotiate 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 Counsel	Contact Information Phone and Email	Experience with Ohio charter school law

Governing Authority Structure*
Describe the governing authority structure (including how/when meetings are held, committees, terms, etc.), recruitment and future development plans (this information is typically contained in the bylaws. If you have a draft of the bylaws, you may upload as your response). This section will be scored based on applicant providing a clear plan with all of the requested information. Plan should include that all members will work or reside within 50 miles of the school.
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 Bylaws/GA Structure. If ONLY uploading a file, please enter “See Attachment” in the text box.
Optional Attachment: Bylaws/GA Structure
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Accepted file types: pdf, Max. file size: 512 MB.
Governing Authority Monitoring*
Describe the governing authority’s plan to monitor, measure and evaluate the management organization’s or the superintendent’s performance. If you have a monitoring/evaluation tool, you may upload it as supporting documentation. If uploading a file, it must be a PDF titled GA Monitoring.
Optional Attachment: GA Monitoring
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Accepted file types: pdf, Max. file size: 512 MB.
Management
Management Structure*
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
- Self-managed
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.)
Organization Type
What type of organization is the management company?
- EMO (Educational Management Organization): A for-profit entity that contracts with new or existing public school districts, charter school districts and charter schools to manage charter schools by centralizing support, operations, and oversight.
- CMO (Charter Management Organization): A nonprofit orgainization that operates or manages two or more charter schools (i.e., either through a contract with the charter schools or as the charter holder) linked by centralized support, operations, and oversight.
- Other – An organization such as a school district or educational service center that is not a CMO or EMO and that provides mangement, instructional, or suppor services to one or more charter schools.

Management Company Information

Company Name	Contact Person	Phone Number and Email	Management Company EIN	Management Company IRN

Management Organization and Responsibilities
Please provide the following:
- • Provide a higher-level description of the management company’s role with managed school(s), and
- • Describe the management organization’s responsibility to the governing authority.
- • 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 be submitted AND a detailed description of the management organization’s roles and responsibilities.
Attachment 3: Management Agreement
Accepted file types: pdf, Max. file size: 512 MB.
Organizational Structure
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.
Attachment 4: Organizational Chart
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Accepted file types: pdf, Max. file size: 512 MB.
Business and Growth Plan
In the box below, please provide:
- • 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 demonstrate the management organization’s capacity to achieve the stated goals.
Self-Managed Organization
(Only answer the questions below if the school will be self-managed during the term of the charter.)
Daily Operations
Provide a list of the individuals who will be responsible for the following operations. Upload a resume for each individual showing relevant experience as a PDF titled Attachment 5.
- • Testing and assessments,
- • Human Resources,
- • Training and Professional Development,
- • Building Maintenance and related services,
- • Marketing,
- • Purchasing,
- • Technology, AND
- • Other operations not listed above.
- If the superintendent or school leader has been identified, upload his/her resume.
  To receive a Meets, at least seven (7) of the areas listed must be performed by an individual with the relevant experience.
Attachment 5: Superintendent/School Leader and Operations Resumes*
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Accepted file types: pdf, Max. file size: 512 MB.
Communication Plan
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.
Business and Growth Plan
In the box below, please provide:
- • 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 over multiple years.
- • Include how many schools you plan to open over the next five (5) years.
- To receive a “Meets ” the plan provided must contain all of the required elements and demonstrate capacity to achieve the stated goals.
Experience with Underserved Student Populations*
Describe and provide data evidencing the management organization’s or superintendent’s (for self-managed schools) experience and success with underserved student populations.
If a superintendent has not yet been selected, provide the job description and/or the job posting that shows the characteristics of the person being sought.
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 Underserved Student Populations. If ONLY uploading a file, please enter “See Attachment” in the text box. To receive a “Meets”, there must be strong evidence showing experience with underserved student populations.
Optional Attachment: Experience with Underserved Student Populations
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Accepted file types: pdf, Max. file size: 512 MB.
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.
- Click the plus symbol to add additional rows, if needed.
- To receive a “Meets” it must be clear that between support services described in the Daily Operations section, combined with those described in the Contractor section, all required daily support services will be provided.

Name	Services to be Provided	Contact 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 Entity	Relationship

Educational Program
This section focuses on the educational program of the proposed school.
Education Plan – File Upload*
Please complete the education plan document that is found on the Application page of the website and upload it as a PDF document titled Education Plan. (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.
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Accepted file types: pdf, Max. file size: 512 MB.
Demographics and Market Research
This section focuses on the demographics and marketing research of the proposed school.
Students and Local Demographics*
Please provide the following:
– Describe how the school model will serve the unique needs/characteristics of the community that the school’s students will be drawn from.
– Provide specific data that shows the community’s need for the school’s model.
You may provide the information in the text box and/or upload a file. If uploading a file it must be a PDF titled School Model and Community. If ONLY uploading a file, please enter “See Attachment” in the text box.
Optional Attachment: School Model and Community
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Max. file size: 512 MB.
Market Research and Evidence of Need*
Upload a list of all schools (traditional and community) within a five (5) mile radius that offer the same grades that this school is offering. Also provide the following:
- 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 Attachment 7 Market Research. If ONLY uploading a file, please enter “See Attachment” in the text box. To receive a Meets you must provide all of the requested information.
Attachment 6: Market Research*
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Accepted file types: pdf, Max. file size: 512 MB.
Attachment 7: Community Support*
Upload evidence of community support for your school as a PDF document titled Attachment 8, 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”.
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Accepted file types: pdf, Max. file size: 512 MB.
Recruitment, Marketing Plans and Student Enrollment*
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 at all grade levels.
- • 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 9.
- 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.
Attachment 8: Recruitment and Marketing Plans*
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Accepted file types: pdf, Max. file size: 512 MB.
Enrollment Projections
Please enter projected enrollment in the boxes provided below, enter N/A for grades not served. Please note that Ohio law requires at least 25 students be fully enrolled to open. These projections will be considered in conjunction with the Facilities, Financial and Staffing (Ed Plan) portions of the application.
Kindergarten*
Year 1 Year 2 Year 3 Year 4 Year 5
1st Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
2nd Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
3rd Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
4th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
5th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
6th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
7th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
8th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
9th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
10th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
11th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
12th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
Total # of Students*
Year 1 Year 2 Year 3 Year 4 Year 5
Operational Budget
This section focuses on the operational budget of the proposed school.
Fiscal Officer Information*
Identify the school’s fiscal officer.
Name Email Phone Number
Operational Budget*
Using ODE’s Community School Annual Budget template (found with the application supporting documents or on 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 10. 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.
Attachment 9: Operational Budget*
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Accepted file types: pdf, Max. file size: 512 MB.
Five Year Forecast*
Upload the proposed five-year forecast using the template prescribed by ODE (found with application supporting documents or on ODE’s website) as a PDF document titled Attachment 11. If necessary, provide a brief explanation of your five-year forecast.
Attachment 10: Five Year Forecasts*
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Accepted file types: pdf, Max. file size: 512 MB.
Contribution of Funds
Upload signed letters of commitment for contributions of funds or in-kind services as a PDF document titled Attachment 12, if applicable. If necessary, provide a brief explanation of the contributions. If none, enter “N/A” in the box below.
Attachment 11 (if applicable): Contribution of Funds
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Max. file size: 512 MB.
Financial Stability*
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.
Optional Attachment: Financial Stability
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Accepted file types: pdf, Max. file size: 512 MB.
Facilities
This section focuses on the facilities of the proposed school.
Site Specifics (not secured)*
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.
- • Upload a list of potential properties as a PDF titled Potential Properties including the address, cost, square footage, number and size of classrooms, common areas, recreational space and renovation budget.
- 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.
Attachment: Potential Properties (req. if site not yet secured)
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Accepted file types: pdf, Max. file size: 512 MB.
Site Specifics (secured)*
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 occupants/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.
Cost of Purchase or Lease*
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 13. 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.
Attachment 12: Purchase Agreement or Lease*
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Accepted file types: pdf, Max. file size: 512 MB.
Ownership/Conflict of Interest*
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.
Summary*
CAPTCHA
Phone
This field is for validation purposes and should be left unchanged.

Save and Continue Later

2023-2024 New School Application

This application is for developers seeking to open their first brand new community school. Please review the cover letter, timeline, and attachment list before beginning this application. Schools may now be located in any school district in Ohio. 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:
Primary Contact*
Organization*
Phone*
Email*
Name of Proposed School*
Local School District*
Please list the district in which the school will be located.
Proposed Address of the School*
Proposed Grades to be Served*
Proposed School Year to Open*
Target Population to be Served*
Do you plan to add additional facilities/locations (satellites/annexes) under this same charter?*
- Yes
- No
If you answered YES to the above question, please describe the timeline for addition of the facilities.
Affiliates
Affiliates*
Are you now, or have you been, involved with any charter/community school, in any capacity, inside or outside Ohio? If yes, please list the charter/community school and your capacity with that school. You may click the plus symbol to add additional rows if needed.
- Yes
- No

Charter/Community School

Charter/Community School	Capacity

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 resumes uploaded below): 1. the team consists of several individuals with diverse skills; 2. evidence was provided showing the team members have expertise in at least three (3) of the following areas: business, education, finance, technology and governance.
Attachment 1: Resume for Development Team Members*
Provide a current resume for each development team member and upload as a single PDF document titled Attachment 1. Note: Each resume must contain current contact information (mailing address and phone number).
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Accepted file types: pdf, Max. file size: 512 MB.
Development Team Transition Plan*
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's role is vital to 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 is 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 and the operator. Independent counsel shall negotiate the school's contract with the sponsor or the school's contract with the operator.

Governing Authority Members*

Provide the names and email addresses for each governing authority member. Click the plus symbol to add additional rows. Provide a resume for each governing authority member and upload the resumes as a single PDF titled Attachment 2. This section is scored based on the number of governing authority members with all requested information provided 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".

Name	Email address

Attachment 2: Governing Authority Resumes*
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Accepted file types: pdf, Max. file size: 512 MB.

Governing Authority Legal Counsel Information*

Under Ohio Revised Code Section 3314.036, the governing authority must employ legal counsel who is independent from both the school’s sponsor and the operator. Independent counsel shall negotiate 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 Counsel	Contact Information Phone and Email	Experience with Ohio charter school law

Governing Authority Structure*
Describe the governing authority structure (including how/when meetings are held, committees, terms, etc.), recruitment and future development plans (this information is typically contained in the bylaws. If you have a draft of the bylaws, you may upload as your response). This section will be scored based on applicant providing a clear plan with all of the requested information. Plan should include that all members will work or reside within 50 miles of the school.
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 Bylaws/GA Structure. If ONLY uploading a file, please enter "See Attachment" in the text box.
Optional Attachment: Bylaws/GA Structure
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Accepted file types: pdf, Max. file size: 512 MB.
Governing Authority Monitoring*
Describe the governing authority's plan to monitor, measure and evaluate the management organization's or the superintendent's performance. If you have a monitoring/evaluation tool, you may upload it as supporting documentation. If uploading a file, it must be a PDF titled GA Monitoring.
Optional Attachment: GA Monitoring
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Accepted file types: pdf, Max. file size: 512 MB.
Management
Management Structure*
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
- Self-managed
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.)
Organization Type
What type of organization is the management company?
- EMO (Educational Management Organization): A for-profit entity that contracts with new or existing public school districts, charter school districts and charter schools to manage charter schools by centralizing support, operations, and oversight.
- CMO (Charter Management Organization): A nonprofit orgainization that operates or manages two or more charter schools (i.e., either through a contract with the charter schools or as the charter holder) linked by centralized support, operations, and oversight.
- Other - An organization such as a school district or educational service center that is not a CMO or EMO and that provides mangement, instructional, or suppor services to one or more charter schools.

Management Company Information

Company Name	Contact Person	Phone Number and Email	Management Company EIN	Management Company IRN

Management Organization and Responsibilities
Please provide the following:
- • Provide a higher-level description of the management company's role with managed school(s), and
- • Describe the management organization's responsibility to the governing authority.
- • 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 be submitted AND a detailed description of the management organization's roles and responsibilities.
Attachment 3: Management Agreement
Accepted file types: pdf, Max. file size: 512 MB.
Organizational Structure
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.
Attachment 4: Organizational Chart
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Accepted file types: pdf, Max. file size: 512 MB.
Business and Growth Plan
In the box below, please provide:
- • 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 demonstrate the management organization's capacity to achieve the stated goals.
Self-Managed Organization
(Only answer the questions below if the school will be self-managed during the term of the charter.)
Daily Operations
Provide a list of the individuals who will be responsible for the following operations. Upload a resume for each individual showing relevant experience as a PDF titled Attachment 5.
- • Testing and assessments,
- • Human Resources,
- • Training and Professional Development,
- • Building Maintenance and related services,
- • Marketing,
- • Purchasing,
- • Technology, AND
- • Other operations not listed above.
- If the superintendent or school leader has been identified, upload his/her resume.
  To receive a Meets, at least seven (7) of the areas listed must be performed by an individual with the relevant experience.
Attachment 5: Superintendent/School Leader and Operations Resumes*
Drop files here or

Accepted file types: pdf, Max. file size: 512 MB.
Communication Plan
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.
Business and Growth Plan
In the box below, please provide:
- • 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 over multiple years.
- • Include how many schools you plan to open over the next five (5) years.
- To receive a "Meets " the plan provided must contain all of the required elements and demonstrate capacity to achieve the stated goals.
Experience with Underserved Student Populations*
Describe and provide data evidencing the management organization's or superintendent's (for self-managed schools) experience and success with underserved student populations.
If a superintendent has not yet been selected, provide the job description and/or the job posting that shows the characteristics of the person being sought.
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 Underserved Student Populations. If ONLY uploading a file, please enter "See Attachment" in the text box. To receive a "Meets", there must be strong evidence showing experience with underserved student populations.
Optional Attachment: Experience with Underserved Student Populations
Drop files here or

Accepted file types: pdf, Max. file size: 512 MB.
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.
- Click the plus symbol to add additional rows, if needed.
- To receive a "Meets" it must be clear that between support services described in the Daily Operations section, combined with those described in the Contractor section, all required daily support services will be provided.

Name	Services to be Provided	Contact 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 Entity	Relationship

Educational Program
This section focuses on the educational program of the proposed school.
Education Plan - File Upload*
Please complete the education plan document that is found on the Application page of the website and upload it as a PDF document titled Education Plan. (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.
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Accepted file types: pdf, Max. file size: 512 MB.
Demographics and Market Research
This section focuses on the demographics and marketing research of the proposed school.
Students and Local Demographics*
Please provide the following:
- Describe how the school model will serve the unique needs/characteristics of the community that the school's students will be drawn from.
- Provide specific data that shows the community's need for the school's model.
You may provide the information in the text box and/or upload a file. If uploading a file it must be a PDF titled School Model and Community. If ONLY uploading a file, please enter "See Attachment" in the text box.
Optional Attachment: School Model and Community
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Max. file size: 512 MB.
Market Research and Evidence of Need*
Upload a list of all schools (traditional and community) within a five (5) mile radius that offer the same grades that this school is offering. Also provide the following:
- 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 Attachment 7 Market Research. If ONLY uploading a file, please enter "See Attachment" in the text box. To receive a Meets you must provide all of the requested information.
Attachment 6: Market Research*
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Accepted file types: pdf, Max. file size: 512 MB.
Attachment 7: Community Support*
Upload evidence of community support for your school as a PDF document titled Attachment 8, 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".
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Accepted file types: pdf, Max. file size: 512 MB.
Recruitment, Marketing Plans and Student Enrollment*
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 at all grade levels.
- • 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 9.
- 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.
Attachment 8: Recruitment and Marketing Plans*
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Accepted file types: pdf, Max. file size: 512 MB.
Enrollment Projections
Please enter projected enrollment in the boxes provided below, enter N/A for grades not served. Please note that Ohio law requires at least 25 students be fully enrolled to open. These projections will be considered in conjunction with the Facilities, Financial and Staffing (Ed Plan) portions of the application.
Kindergarten*
Year 1 Year 2 Year 3 Year 4 Year 5
1st Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
2nd Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
3rd Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
4th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
5th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
6th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
7th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
8th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
9th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
10th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
11th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
12th Grade*
Year 1 Year 2 Year 3 Year 4 Year 5
Total # of Students*
Year 1 Year 2 Year 3 Year 4 Year 5
Operational Budget
This section focuses on the operational budget of the proposed school.
Fiscal Officer Information*
Identify the school's fiscal officer.
Name Email Phone Number
Operational Budget*
Using ODE's Community School Annual Budget template (found with the application supporting documents or on 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 10. 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.
Attachment 9: Operational Budget*
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Accepted file types: pdf, Max. file size: 512 MB.
Five Year Forecast*
Upload the proposed five-year forecast using the template prescribed by ODE (found with application supporting documents or on ODE's website) as a PDF document titled Attachment 11. If necessary, provide a brief explanation of your five-year forecast.
Attachment 10: Five Year Forecasts*
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Accepted file types: pdf, Max. file size: 512 MB.
Contribution of Funds
Upload signed letters of commitment for contributions of funds or in-kind services as a PDF document titled Attachment 12, if applicable. If necessary, provide a brief explanation of the contributions. If none, enter "N/A" in the box below.
Attachment 11 (if applicable): Contribution of Funds
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Max. file size: 512 MB.
Financial Stability*
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.
Optional Attachment: Financial Stability
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Accepted file types: pdf, Max. file size: 512 MB.
Facilities
This section focuses on the facilities of the proposed school.
Site Specifics (not secured)*
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.
- • Upload a list of potential properties as a PDF titled Potential Properties including the address, cost, square footage, number and size of classrooms, common areas, recreational space and renovation budget.
- 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.
Attachment: Potential Properties (req. if site not yet secured)
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Accepted file types: pdf, Max. file size: 512 MB.
Site Specifics (secured)*
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 occupants/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.
Cost of Purchase or Lease*
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 13. 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.
Attachment 12: Purchase Agreement or Lease*
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Accepted file types: pdf, Max. file size: 512 MB.
Ownership/Conflict of Interest*
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.
Summary*
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2023-2024 New School Application

General Information

Affiliates

Development Team

Governance

Management

Management Company

Self-Managed Organization

Additional Contractors

Conflict of Interest

Educational Program

Demographics and Market Research

Enrollment Projections

Operational Budget

Facilities

Capacity to Execute

2023-2024 New School Application

General Information

Affiliates

Development Team

Governance

Management

Management Company

Self-Managed Organization

Additional Contractors

Conflict of Interest

Educational Program

Demographics and Market Research

Enrollment Projections

Operational Budget

Facilities

Capacity to Execute