2023-2024 Replicator Application This application is for community school replicators wanting to open a new school(s). This application may be used for up to five (5) locations, however some questions may ask for information on each specific location. Please review the cover letter, timeline, and attachment list before beginning this application. Schools may now be located in any Ohio district. 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 "cut and paste" text from a document into the text boxes. At the bottom of the Application, there is a Save and Continue Later option for your convenience. Please see the Replicator Application Rubric for specific information on scoring for each question.General InformationName of the Primary Contact for the application and the Organization completing the application on behalf of the school:Primary Contact* Replicator Organization* Phone*Email* Proposed School(s)*Please complete the information below for up to five (5) replicator locations. Click the plus sign to add additional rows. Name of Proposed SchoolLocal School DistrictProposed AddressGrade LevelsYear to Open Target Population to be Served* Do you plan to open additional facilities/locations (satellites/annexes) under the same charter with any of the schools listed above?* Yes No If you answered YES to the question above, provide a timeline for adding the additional facilities/locations.Development TeamThis 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 Select files 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". GovernanceThe 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 ORC 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 of each governing authority member. Click the plus symbol to add additional rows. Provide a resume for each governing authority member as a PDF document 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" information must be provided for at least five (5) members.NameEmail Address Attachment 2: Governing Authority Resumes* Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. Governing Authority Structure*Describe the governing authority structure (including how/when meetings are held, committees, terms, etc.), recruitment and future development plans. This section will be scored based on the 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.Governing Authority Legal Counsel Information*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. Independent counsel shall negotiate the school's contract with the sponsor or the school's contract with the opertor. While a score will not 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 ManagementThis section focuses on the replicator of the proposed school. Organization Type*What type of organization is the management company? EMO (Education 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 organization that operates or manages twor ormore 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 management, instructional, or support services to one or more charter schools. Management Company Information*Management Company NameContact PersonPhone and EmailManagement Company IRNManagement Company EIN 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* Drop files here or Select files 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* Drop files here or Select files 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" the plan provided must contain all of the required elements and demonstrate the organization's capacity to achieve the stated goals. Recent Audits*As part of the application, the most recent audits for schools currently operated by the replicator will be collected and reviewed. If the Auditor of State has identified findings for recovery, please provide details below describing how these findings have been resolved. If there have not been any findings for recovery, please note that in the text box. If any unresolved findings exist, a score of Meets cannot be received.Board Approved Financials*For any school not currently sponsored by St. Aloysius, upload the last three (3) months of board approved financials and supporting board meeting minutes showing approval for all schools currently operated by the replicator as PDF documents titled Attachment 5. If necessary, provide a brief explanation below of the information contained in the current financials. A score of Meets will not be received if all requested information is not provided. Please note: CSS will collect this information for any school currently sponsored by St. Aloysius and it will be reviewed and scored along with the information uploaded.Attachment 5: Board Approved Financials and Meeting Minutes* Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. Other Business/Financial*Has any member of the development team, governing authority, management company or treasurer/fiscal officer, been involved with an entity that was involved in a bankruptcy, closed for financial reasons or has been designated as unauditable by the Auditor of State? Yes No If YES, please list the entity involved, the management company's relationship to the entity and a brief description of the situation. If YES, please list the entity involved, the management company's relationship to the entity and a brief description of the situation.Record of SuccessRecord of Success in Academics*Provide a list of each school ever affiliated with the management organization that includes the following: • Names of schools, • If the school is operating or closed. If closed, the reason for closure, • Dates of management organization's affiliation with the school, • Grade levels served, • Number of students served by year, • For Traditional Schools, the Overall Grade, Progress grade and Performance Index Score for the years affiliated, • For DOPR Schools, the Overall Grade, High School Test Passage Rate, Progress grade, Gap Closing and Graduation Rates, 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 6. To receive a "Meets" all of the required information must be provided and evidence a record of academic success in affiliated schools. Attachment 6: Record of Success in Academics* Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. Record of Success in Financial and Business Experience*Provide data evidencing the management organization’s financial and business experience related to starting and operating schools. This information should include: • Debt carried by affiliated schools • The number of affiliated schools that owe money to the management organization and how much is owed. • This information should be provided for each school listed in the Record of Success in Academics section. 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.Optional Attachment: Record of Success Financial/Business Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. Record of Success in Underserved Student Populations*Describe and provide data evidencing the management organization's experience and success with underserved student populations. 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: Record of Success in Underserved Student Populations Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. Demographics and Market ResearchThis section focuses on the demographics and marketing research of the proposed school.Students and Local Demographics*THIS QUESTION MUST BE ANSWERED FOR EACH LOCATION. 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 Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. Market Research and Evidence of Need*THIS QUESTION MUST BE ANSWERED FOR EACH LOCATION. 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: - Using the list of schools provided, describe the current educational options or offerings available in the community. - What deficiencies or lack of capacity exists from the existing schools and how will this school fill those deficiencies? - Provide an analysis of the community in the following areas: 1. Real Estate Market (rental property, insurance rates, property taxes), 2. Availability of transportations (such as bus lines), 3. Enrollment fluctuation in surrounding schools, 4. Job growth, 5. Number and age range of students in the surrounding area of the proposed school, AND 6. Crime rates. 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 7: Market ResearchAccepted file types: pdf, Max. file size: 512 MB.Attachment 8: Community Support*THIS QUESTION MUST BE ANSWERED FOR EACH LOCATION. 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". Drop files here or Select files 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 9: Recruitment, Marketing Plans and Student Enrollment*Accepted file types: pdf, Max. file size: 512 MB.Enrollment ProjectionsEnter the projections for each location for years 1-5. To enter additional rows (locations), click the plus button.*Location NameYear 1Year 2Year 3Year 4Year 5 Financial RecordsThis section focuses on the finances of the proposed school.Management Organization Financial Records*Upload the the management organization's most recent annual income statement and balance sheet as a PDF document titled Attachment 10. Describe below, in detail, the plan to support the new school(s) while continuing to support currently operated schools. Attachment 10: Management Organization Financial Records* Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. Operational Budget*Using ODE's Community School Annual Budget template (found on ODE's website at https://education.ohio.gov/Topics/Community-Schools), provide the school's first-year budget with monthly detail showing expected cash flow, assets and liabilities as a PDF document titled Attachment 11. The information in the budget should align with the enrollment projections listed above. If the budgets for each location will vary significantly, provide a budget for each location. To receive a "Meets Expectations" the budget must be complete and realistically reflect the enrollment, revenue and expenditures of the school. Attachment 11: Operational Budget* Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. Five Year Forecast*Please provide the following: • Upload a sample five-year forecast for the proposed school(s) using the Ohio Department of Education’s prescribed format and guidance as a PDF document titled Attachment 12a. • Upload the most recent five-year forecasts for all schools currently operated by the replicator, and not sponsored by St. Aloysius, as PDF documents titled Attachment 12b. • If necessary, provide a brief explanation below of your five-year forecast(s). Please note: CSS will collect five-year forecasts for schools currently sponsored by St. Aloysius and they will reviewed/scored along with the documents uploaded.Attachment 12a and 12b: Five Year Forecasts - File Upload* Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. Contribution of FundsIf applicable, upload signed letters of commitment for contributions of funds or in-kind services as a PDF document titled Attachment 13. If necessary, provide a brief explanation of the contributions below.Attachment 13 (if applicable): Contribution of Funds Drop files here or Select files Accepted file types: pdf, 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 Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. ComplianceThe purpose of this section is to verify the replicator has the knowledge and understanding needed to maintain compliance with state and federal guidelines and appropriate operational procedures. Inclusion of complete policies, benefit manuals, or handbooks are not required at this time.Compliance Assessments*As part of the application, the compliance site visit reports from the previous school year will be collected and reviewed for all schools managed by the replicator. CSS staff will collect compliance site visit reports for schools currently sponsored by St. Aloysius. • Upload copies of all reports of site visits conducted by another sponsor from the previous school year as PDF documents titled Attachment 14. If any items are non-compliant, provide a brief explanation below of the reason for non-compliance and explain steps taken to achieve compliance.Attachment 14: Compliance Assessments* Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. Support Services*Please provide a description of the school's plan to address support services necessary for the school. The description/plan should, at a minimum, include transportation, food service, EMIS, and any contract services not previously addressed in this application. Probation/Suspension*Have any of the schools managed by the replicator been on probation and/or received an intent to suspend notice? If yes, provide copies of all probation or intent to suspend notices and any school responses as a PDF document titled Attachment 15. Yes No Attachment 15 (if applicable): Probation/Suspension Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. FacilitiesThis section focuses on the facilities of the proposed school and the replicators experience in acquiring and renovating adequate facilities. THE QUESTIONS BELOW MUST BE ANSWERED FOR EACH LOCATIONSite Specifics (not secured)*If a facility has NOT been secured for a specific proposed location, 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 for each proposed location HAS BEEN secured, enter NA in the text box. To receive a "Meets" all information requested must be provided. The information should align with the needs of the school as described in this application.Optional Attachment - Potential Properties Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. Site Specifics (secured)*If a facility has been secured for a specific proposed location, 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 for any of the proposed locations, 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 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.Attachment 16: Purchase Agreement or Lease* Drop files here or Select files Accepted file types: pdf, Max. file size: 512 MB. Ownership/Conflict of Interest*For each location, 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. Capacity to ExecuteEach 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*CAPTCHANameThis field is for validation purposes and should be left unchanged. Δ
