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05-19-2022 ACES Governing Board Meeting Agenda Governing Board Facilitator Governing Board 17 Ronald J.Wasson Mayor Enid Weisman City Manager Vice Mayor Demise Landman Commissioner Rachel S.Friedland i • City Clerk Commissioner]Billy Joel ]Ellllisa L.Horvath,MMC Commissioner Dr.Linda Marks Commissioner Marc Narotsky City Attorney Commissioner Robert Shelley Weiss Scrota Helfinan Cole&Bierman AVENTURA CITY OF EXCELLENCE SCHOOL GOVERNING BOARD REGULAR MEETING AGENDA MAY 199 2022 Following 9 a.m. City Commission Workshop Aventura Government Center 19200 West Country Club Drive Aventura, FL 33180 AVENTURA CITY COMMISSION,ACTING IN ITS CAPACITY AS THE GOVERNING BOARD FOR THE AVENTURA CITY OF EXCELLENCE SCHOOL(ACES): 1. CALL TO ORDERIROLL CALL 2. PLEDGE OF ALLEGIANCE 3. APPROVAL OF MINUTES (April 7, 2022 Regular Meeting) 4. ORDINANCES — FIRST READING/PUBLIC INPUT: AVENTURA CITY COMMISSION, ACTING IN ITS CAPACITY AS THE GOVERNING BOARD FOR THE AVENTURA CITY OF EXCELLENCE SCHOOL (ACES): AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED CHARTER SCHOOL OPERATING AND CAPITAL BUDGET FOR THE AVENTURA CITY OF EXCELLENCE SCHOOL FOR FISCAL YEAR 2022/2023 (JULY 1 — JUNE 30), PURSUANT TO SECTION 4.05 OF THE CITY CHARTER; AUTHORIZING EXPENDITURE OF FUNDS ESTABLISHED BY THE BUDGET; PROVIDING FOR BUDGETARY CONTROL; PROVIDING FOR PERSONNEL AUTHORIZATION; PROVIDING FOR GIFTS AND GRANTS; PROVIDING FOR AMENDMENTS; PROVIDING FOR ENCUMBRANCES; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. 5. REVIEW AND APPROVAL OF THE DISQUALIFICATION LIST RULE POLICY 6. REVIEW AND APPROVAL OF THE MASTER SCHOOL SAFETY PLAN FOR THE 2022-23 SCHOOL YEAR ACES Governing Board Meeting Agenda May 19,2022 7. OTHER BUSINESS 8. PUBLIC COMMENT 9. ADJOURNMENT. This meeting is open to the public.In accordance with the Americans with Disabilities Act of 1990,all persons who are disabled and who need special accommodations to participate in this meeting because of that disability should contact the Office of the City Clerk, (305) 466-8901 or cityclerk@cityofaventura.com, not later than two days prior to such proceedings. One or more members of the City of Aventura Advisory Boards may participate in the meeting. Anyone wishing to appeal any decision made by the Aventura City Commission,acting in its capacity as the Aventura City of Excellence Charter School(ACES)Governing Board,with respect to any matter considered at such meeting or hearing will need a record of the proceedings and,for such purpose,may need to ensure that a verbatim record of the proceedings is made, which record includes the testimony and evidence upon which the appeal is to be based. Agenda items are available online at cityofaventura.com for viewing and printing,or may be requested through the Office of the City Clerk at(305)466-8901 or cityclerk@cityofaventura.com. Page 2 of 2 CITY OF "ENTURA OFFICE OF THE CITY CLERK MEMORANDUM TO: City Commission, Acting in its Capacity as the Governing Board for the Aventura City of Excellence School (ACES) FROM: Ellisa L. Horvath, MMC, City Clerk DATE: May 13, 2022 SUBJECT: Approval of Minutes May 19, 2022 ACES Governing Board Meeting Agenda Item 3 RECOMMENDATION It is recommended that the City Commission, acting in its capacity as the Governing Board for the Aventura City of Excellence School (ACES), approve the attached minutes as provided by the City Clerk, for the ACES Governing Board meeting held in April 2022. BACKGROUND A Meeting was held and minutes have been provided for Governing Board approval for the following: • April 7, 2022 ACES Governing Board Regular Meeting Should you have any questions, please contact me. /elh attachment fi AVENTURA CITY OF EXCELLENCE SCHOOL GOVERNING BOARD REGULAR MEETING MINUTES AP RI L 7, 2022 9:00 a.m. Aventura Government Center 19200 West Country Club Drive Aventura, FL 33180 City Commission, Acting in its Capacity as the Governing Board for the Aventura City of Excellence School (ACES): 1. CALL TO ORDER/ROLL CALL: The meeting was called to order by Mayor Enid Weisman at 9:05 a.m. The roll was called and the following were present: Mayor Enid Weisman, Vice Mayor Rachel S. Friedland, Commissioner Billy Joel, Commissioner Denise Landman, Commissioner Dr. Linda Marks, Commissioner Marc Narotsky, Commissioner Robert Shelley, City Manager Ronald J. Wasson, City Clerk Ellisa L. Horvath, and City Attorney Robert Meyers. Also present were ACES Principal Dr. Anthony Tyrkala, Rachel Windier-Freitag - South Florida Deputy Director Charter Schools USA, and Rita Weaver- Director of Board Governance Charter Schools USA.As a quorum was determined to be present, the meeting commenced. 2. PLEDGE OF ALLEGIANCE: The Pledge was led by Mayor Weisman. 3. APPROVAL OF MINUTES: A motion for approval of the February 1, 2022 regular meeting minutes was offered by Vice Mayor Friedland, seconded by Commissioner Narotsky, and passed unanimously, by roll call vote. 4. CAMBRIDGE UPDATE: Principal Dr. Tyrkala provided information on the application process to date for the Cambridge program, which he anticipated having in place by the next school year. The Commission provided comments on the advantages of having the program and commended Principal Dr. Tyrkala. Mayor Weisman opened the item for public comment. There being no comments, the item was closed for public input. 5. ALGEBRA PLAN FOR ACES: Principal Dr. Tyrkala distributed and reviewed the ACES Math Progression Plan for Grades 3-8. Aventura City of Excellence School (ACES) Governing Board Regular Meeting Minutes April 7, 2022 The Commission commended Principal Dr. Tyrkala and discussed the item including the following: tutoring opportunities, plan for K-2, and testing. Mayor Weisman opened the item for public comment. There being no comments, the item was closed for public input. 6. STAFFING UPDATE: Principal Dr. Tyrkala provided information on staffing including intent to return forms, online job fairs, hiring for existing and potential positions, and screening process. He reported that there were currently no openings. The Commission requested that Charter Schools USA provide the principals of both schools with required documentation in order to offer positions in writing, so potential staff would not be lost. Ms. Windier-Freitag and Ms. Weaver both agreed that could be done and reviewed the process for offer letters. Mr. Wasson provided an update on the legality of requiring contributions to a retirement fund as a condition of employment. Ms. Weaver believed that it could be done legally and noted that the plans for all Charter Schools USA schools needed to be rewritten. The representatives of Charter Schools USA will report back to the Commission. The Commission offered assistance to Principal Dr. Tyrkala with anything he needed for the school. Mr. Wasson commended Principal Dr. Tyrkala. 7. BLUE RIBBON STATUS: Ms. Windier-Freitag explained the process, which was data driven, and reported that the State did not nominate anyone. She reported that ACES would qualify based on its high performing status and reviewed the qualifications. The Commission discussed the item. 8. DISTRICT AND STATE COMPETITIONS: Principal Dr. Tyrkala reviewed the list of competitions including the following: spelling bees, history bee, model UN, civic, debate, STEAM, science fair, math bowl, robotics, etc. He discussed working with the high school (DSAHS). The Commission provided comments and discussed James Reese, the ACES student who placed third in the 2022 Miami Herald Spelling Bee. 9. OTHER BUSINESS: Principal Dr. Tyrkala provided information on the following items: end of year summative testing, personalized learning as a strategy, Commencement Ceremony on June 7t" additional ceremonies, field trips, and working with communications to distribute information. The Commission discussed the items and commended Dr. Tyrkala on his leadership. Page 2 of 3 Aventura City of Excellence School (ACES) Governing Board Regular Meeting Minutes April 7, 2022 PUBLIC COMMENT: The following members of the public provided comments: Gerri Smith (20765 NE 37 Place, Aventura). 10. ADJOURNMENT: There being no further business to come before the Commission as the Governing Board, a motion to adjourn was offered by Commissioner Narotsky, seconded by Vice Mayor Friedland, and unanimously approved; thus, adjourning the meeting at 10:25 a.m. Ellisa L. Horvath, MMC, City Clerk Approved by the City Commission, acting in its capacity as the Governing Board for ACES, on May 19, 2022. Page 3 of 3 CITY OF "ENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: City Commission, acting in its capacity as the Governing Board for the Aventura City of Excellence School (ACES) FROM: Ronald J. Wasson, City Manager BY: Melissa Cruz, Finance Director DATE: May 13, 2022 SUBJECT: Ordinance Adopting the 2022/2023 Aventura City of Excellence School (ACES) Charter School Fund Budget 11t Reading April 27, 2022 City Commission Special Meeting Agenda Item 3A 11t Reading May 19, 2022 ACES Governing Board Meeting Agenda Item 4 2"d Reading June 14, 2022 City Commission Meeting Agenda Item RECOMMENDATION It is recommended that the City Commission, acting in its capacity as the Governing Board for ACES, approve the attached Ordinance adopting the 2022/2023 Aventura City of Excellence School Charter School Fund Budget. This item was tabled at the April 27tn City Commission Special Meeting, for further review at a Commission Workshop. The item was reviewed in detail at the May 17, 2022 Aventura City Commission Special Workshop. If you have any questions, please feel free to contact me. Attachment CITY OF AVENTURA ORDINANCE NO. 2022- AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED CHARTER SCHOOL OPERATING AND CAPITAL BUDGET FOR THE AVENTURA CITY OF EXCELLENCE SCHOOL FOR FISCAL YEAR 2022/2023(JULY 1 —JUNE 30), PURSUANT TO SECTION 4.05 OF THE CITY CHARTER; AUTHORIZING EXPENDITURE OF FUNDS ESTABLISHED BY THE BUDGET; PROVIDING FOR BUDGETARY CONTROL; PROVIDING FOR PERSONNEL AUTHORIZATION; PROVIDING FOR GIFTS AND GRANTS; PROVIDING FOR AMENDMENTS; PROVIDING FOR ENCUMBRANCES; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS: Section 1. The 2022/2023 Operating and Capital Improvement Program Budget for the Aventura City of Excellence School, a copy of said budget being attached hereto and made a part hereof as specifically as if set forth at length herein, be and the same is hereby established and adopted. Section 2. Expenditure of Funds Appropriated in the Budget Authorized. Funds appropriated in the Budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the Budget adopted by this Ordinance and shall constitute an appropriation of the amounts specified therein. Supplemental appropriations or the reduction of appropriations, if any, shall be made in accordance with Section 4.07 of the City Charter. Section 3. Budgetary Control. The Budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to the Charter School department for operating and capital expenses may not be increased or decreased without specific authorization by a duly-enacted Resolution affecting such amendment or transfer. Therefore, the City Manager may authorize transfers from one individual line item account to another, so long as the line item accounts are within the same department and fund. City of Aventura Ordinance No. 2022- Section 4. Personnel Authorization. The "Personnel Allocation Summary" enumerates all authorized budgeted positions. However, the City Manager may amend said authorized budgeted positions in order to address the operating needs of the department so long as sufficient budgeted funds are available. Section 5. Grants and Gifts. When the City of Aventura receives monies from any source, be it private or governmental, by Grant, Gift, or otherwise, to which there is attached as a condition of acceptance any limitation regarding the use or expenditures of the monies received, the funds so received need not be shown in the Operating Budget nor shall said budget be subject to amendment of expenditures as a result of the receipt of said monies, but said monies shall only be disbursed and applied toward the purposes for which the said funds were received. To ensure the integrity of the Operating Budget, and the integrity of the monies received by the City under Grants or Gifts, all monies received as contemplated above must, upon receipt, be segregated and accounted for based upon generally accepted accounting principles and where appropriate, placed into separate and individual trust and/or escrow accounts from which any money drawn may only be disbursed and applied within the limitations placed upon the Gift or Grant as aforesaid. Section 6. Amendments. Upon the passage and adoption of the Charter School Fund Budget for the City of Aventura, if the City Manager determines that the Department Total will exceed its original appropriation, the City Manager is hereby authorized and directed to prepare such Ordinances as may be necessary and proper to modify any line item from the Budget hereby. Section 7. Encumbrances. All outstanding encumbrances on June 30, 2022 shall lapse at that time; and all capital outlay encumbrances and/or capital outlay expenditures not spent during the fiscal year may be re-appropriated in the 2022/2023 fiscal year. Section 8. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any reason be held to be invalid or unconstitutional, such decision shall not affect the validity of the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall Page 2 of 4 City of Aventura Ordinance No. 2022- remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 9. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. The foregoing Ordinance was offered by Commissioner who moved its adoption on first reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Rachel S. Friedland Commissioner Billy Joel Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Denise Landman Mayor Enid Weisman The foregoing Ordinance was offered by Commissioner who moved its adoption on second reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Rachel S. Friedland Commissioner Billy Joel Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley Vice Mayor Denise Landman Mayor Enid Weisman Page 3 of 4 City of Aventura Ordinance No. 2022- PASSED on first reading this 19t" day of May, 2022. PASSED AND ADOPTED on second reading this 14t" day of June, 2022. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY Page 4 of 4 r i Am- - i ii f a � • .,is- 3 City of Aventura l Aventura City of Excellence School Fx(fry,FyA„oo� Cl r, Charter School Budget FISCAL_ YEAR 2022/A6*wi,,i.... CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND BUDGET FISCAL YEAR 2022/2023 ES AGL Board of Directors Mayor Enid Weisman Commissioner Rachel S. Friedland Commissioner Billy Joel Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley City Manager Ronald J. Wasson Principal Anthony Tyrkala Assistant Principals Jorge Paz Stacy Mogull Administrative and Educational Services Provided by: Charter Schools USA IN fX ILLENCECSCKfl THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND BUDGET FISCAL YEAR 2022/2023 Table of Contents City Manager's Budget Message..............................................................................................................i-x Comparative Personnel Allocation Summary............................................................................................viii Full-Time Staff Comparison Chart..............................................................................................................ix Organization Chart/Vision Statement.......................................................................................................xi INTRODUCTION ...................................................................................................................................... 1 Organization and Operations............................................................................................................2 Budget Process and Procedures.................................................................................................... 3-5 FinancialPolicies........................................................................................................................... 5-6 Philosophy and Essential Elements................................................................................................ 6-7 Curriculum .................................................................................................................................... 7-9 Performance Criteria Matrix.............................................................................................................. 9 Budget Preparation Calendar.......................................................................................................... 10 DEPARTMENT DESCRIPTION &SUMMARY OF FUND ....................................................................11-12 REVENUE PROJECTION &RATIONALE...........................................................................................13-16 BUDGETARY ACCOUNT SUMMARY BY EXPENDITURE FUNCTION...............................................17-27 K-3 Basic 5101............................................................................................................................... 18 4-8 Basic 5102............................................................................................................................... 19 Exceptional Student Program 5250................................................................................................. 20 Substitute Teachers 5901 ............................................................................................................... 21 Instructional Media Services 6200................................................................................................... 22 School Administration 7300 ............................................................................................................ 23 PupilTransit Services 7800 ............................................................................................................ 24 Operationof Plant 7900.................................................................................................................. 25 Child Care Supervision 9102........................................................................................................... 26 CapitalOutlay 7400........................................................................................................................ 27 AdoptingOrdinance............................................................................................................................29-33 11 FX FLLENCECSCK ' THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK • ,s P City ®f a : ,. Aventura. vGovernment Center ACES 19200 West Country Club Drive Cultivating Community Aventura, Florida 33180 Office of the City Manager May 11, 2022 The Honorable Mayor and City Commission Aventura City of Excellence School Board of Directors City of Aventura Aventura, Florida 33180 RE: 2022/2023 Charter School Fund Budget Message Members of the City Commission: In accordance with Article IV, Section 4.05 of the City of Aventura (the"City") Charter, I hereby submit the proposed Budget for the Charter School Fund for the fiscal year beginning July 1, 2022, for your review and consideration. This budget document represents the Aventura City of Excellence School's (the "School") 20t" year of operations. Our goal in the development and preparation of a realistic balanced budget was to provide the funding levels that are necessary to maintain quality educational services for its students. Budget Format/Transparency The format of the budget is in accordance with guidelines adopted by the State and School Board of Miami-Dade County, Florida and utilizes the school system's account codes as well. The proposed budget was prepared with input from the School's administrative staff and Charter Schools USA ("CSUSA"). Budget Implications Resulting from the Coronavirus ("COVID-19") Pandemic At the time this budget was prepared and for the last two years, COVID-19 has caused major disruption in international and U.S. economies and markets. Due to the fear of further spread of the virus, many of our societal norms have been altered due to quarantines, the cancellation of events and the overall reduction in business and economic activity. As we have seen, the impacts and responses to COVID-19 on a global, national, state and local level continue to evolve. With the rollout of the COVID-19 vaccine in FY 2021, things are slowly returning to normal and we can see the light at the end of the tunnel. Since the pandemic's full financial impact is unknown at this time, the Administration has prepared a i conservative budget by holding most operating revenues and expenditures relatively flat and increasing teacher compensation where needed. As the distribution of the COVID-19 vaccine continues and with the infusion of various Federal funding programs (i.e., CARES, GEER and ESSER), School operations will continue to stabilize and completely return to a "traditional" environment in the coming year. In the past, the School has continually demonstrated that it can operate as a high performing school that provides quality educational services for its students, within the school-based revenues. We have also been fortunate to have had a very involved parent base that participates in fund-raising activities for school improvements. The 2022/2023 operating budget has increased over the prior year by $1,097,430 or 10.4%, primarily due to the items which have been highlighted below- 1. At the time this document was prepared the Florida Legislative Session approved a 4.36% increase for Miami-Dade County. The Administration projected revenue totals of $8,111,374 and is based on a 4.36% increase for an average of $7,860/student. This amount is calculated with data from the most recent FTE invoice. Enrollment of 1,032 students is flat compared to prior year, however, FTE funds are anticipated to increase by 4.36% in comparison to the current year per capita amount. 2. Increases to teacher compensation resulting from a combination of the following: a. Normal salary increases consistent with the previously adopted performance pay plan. b. In lieu of the Miami-Dade County Referendum, $196,275 worth of additional stipends will again be provided to the teachers from the School's available Carryover. c. Fourteen (14) new positions funded by the Elementary and Secondary School Emergency Relief ("ESSER") Fund through the Coronavirus Aid Relief and Economic Security ("CARES")Act. Grant revenue of$767,378 will fund personnel costs for the 14 positions. 3. Increases to capital outlay for the replacement of laptops, tablets, an AC unit and phone system upgrade. These costs total $311,500 and will also be funded by the ESSER grant. 4. In addition, the budget provides funding for lease payments to the City to satisfy long- term financing costs related to the construction of the elementary school wing. 5. Build on a Foundation of Innovation — A one-to-one computing environment is being expanded to now include all students in grades Kindergarten through Eighth Grade. Students have the opportunity to collaborate through authentic integration of online creation tools, with a focus on embedded technology enhancing access to rigorous content and future-ready learning opportunities. Through these means students acquire 21st century skills that are essential for success in the growing global society. Students' access to a continually enhanced wireless infrastructure ensures reliable and efficient availability to instructional resources. ii Summary of All Budgetary Funds The total proposed budget for 2022/2023, including all operating and capital outlay, is $11,656,029 and is broken down into the following categories: • Personnel Services — $8,113,209 or 69.6% • Operating Expenditures — $2,592,320 or 22.2% • Other Uses — $500,000 or 4.3% (primarily consisting of an $50,000 Contingency and $444,000 in lease payments to the Debt Service Fund to cover school construction- related debt payments. • Capital Outlay — $450,500 or 3.9%. The School has received and will receive additional Federal Funding as the Federal government continues to respond to the COVID-19 pandemic. The School will utilize such funds to further our investment in technology and other programs that are intended to enhance the students' total learning experience and social well-being. Other Uses Capital Outlay 4.3% 3.9% Operating Expenditures 22.2% Personnel Services 69.6% The following chart shows a comparison of the department's budgets for the past two (2) fiscal years. As previously indicated, total Revenues and Expenditures increased over the prior year by $1,097,430 or 10.4%, respectively. iii Charter School Budget Category Summary Increase 2021/22 2022/23 (Decrease) % Change State Shared Revenues $ 8,779,250 $ 10,236,374 $ 1,457,124 16.6% Charges for Services 520,000 346,000 (174,000) -33.5% Miscellaneous Income 579,000 579,000 - 0.0% Other Non-Revenues 680,349 494,655 (185,694) -27.3% $ 10,558,599 $ 11,656,029 $ 1,097,430 10.4% Expenditures K-3 Basic 5101 $ 2,795,679 $ 3,016,263 $ 220,584 7.9% 4-8 Basic 5102 3,487,527 3,811,537 324,010 9.3% Exceptional Student Program 5250 289,400 385,404 96,004 33.2% Substitute Teachers 5901 146,887 267,288 120,401 82.0% Instructional Media Services 6200 113,734 113,230 (504) -0.4% School Administration 7300 1,142,713 1,257,616 114,903 10.1% Pupil Transit Services 7800 217,757 279,842 62,085 28.5% Operation of Plant 7900 2,046,402 2,038,349 (8,053) -0.4% Child Care Supervision 9102 150,000 36,000 (114,000) -76.0% Capital Outlay 7400 168,500 450,500 282,000 167.4% Total Expenditures $ 10,558,599 $ 11,656,029 $ 1,097,430 10.4% Charter School Fund This fund is used to account for revenues and expenditures specifically earmarked for the City's Charter School (i.e., operating and capital revenues and expenditures). Charter School Fund Budget Revenues State Shared Revenues 87.8% Charges for Services 3.0% Miscellaneous Income 5.0% �I Other Non-Revenues 4.2% Iv Charter School Fund Budget Expenditures Substitute Teachers Exceptional Student 5901 Instructional Media Program 5250 2.3% Services 6200 3.3% School Administration 7300 10.8% 4-8 Basic 5102 32.7% Operation of Plant Pupil Transit 7900 Services 7800 17.5% 2.4% K-3 Basic 5101 25.9% 4 r Child Care Supervision 9102 0.3% Capital Outlay 7400 3.9% During the past year a great deal of time and effort was expended on professional development and curriculum alignment based on Florida's B.E.S.T. Standards, Science of Reading, and Social Emotional Learning. A strong focus has been placed on increasing parental involvement, student accountability, and data-driven instructional decisions in all grades and core subjects. ACES continues to maintain an emotionally responsive discipline model by incorporating mindfulness, focusing on learning gains and student growth at all levels while addressing learning loss related to disruptions caused by COVID-19, and identifying and working with at-risk students who make up our bottom 25% and special populations. In the coming year, we will maintain and expand all of the present academic programs with a continued emphasis on professional development and implementation related to the Florida B.E.S.T. Standards while implementing and integrating Cambridge curriculum. Given the uncertainty around the new progress monitoring assessment system, we will focus heavily on diagnostic testing, standard-aligned spiraled instruction and intervention in math and reading to develop and implement personalized learning for each student. New technology skills and resources will be leveraged to meet student academic and social-emotional needs. ACES students will thrive as we navigate through these unprecedented challenges. The School will enrich each child's learning and social-emotional needs through the following: • Whole Child Approach — Emphasis will be placed on the "whole child" to ensure that academic rigor coexists with social responsibility. • Character Education — Continue to implement the School's Cloud-9 (K-5) and Second Step (6-8) programs along with our school-wide initiative to be designated as v a No Place for Hate school. We will continue to encourage students, families and communities to work together as "upstanders". • Mindfulness — Students will have opportunities to learn strategies to self-regulate, improve decision making, and reduce stress and anxiety through mindfulness exercises. • Challenging Curriculum — Offer high school level courses in the areas of Math, Science and Foreign Language. • Curriculum Alignment — Increase academic rigor through the vertical alignment of the school's reading, writing and math programs kindergarten through eighth grade while collaborating with Don Soffer Aventura High School to increase vertical alignment. • Differentiation of Instruction— Provide specialized programs for at-risk learners, on- level learners and gifted students. • Technology Rich Environment — A combination of mobile learning labs, interactive technology, personal computing devices and virtual learning platforms, create a dynamic educational environment. The school community is an energized, vibrant hub of learning where problem solving and innovation are fostered. Imbedded professional development is central to ensuring staff are empowered with the knowledge and impetus to drive innovative instructional programming. • Extended School Day Programs/Activities — Offer a variety of opportunities including Before Care and After Care, Sports Study, several Dance programs, French Classes, Chess Club, Science Tutorial, Writing Tutorial, Reading and Math Computerized Program, Typing Program, Robotics, Mind Lab, Math Matters, Manner Academy, Art Enrichment and Saturday Academy. • Sponsored Clubs— Green Team, Model United Nations Club, Robotics Club, Coding Club and gender specific Mentoring Clubs. • Field Trips — Experience hands-on content, living history, ecological studies, guest authors and a variety of culturally rich opportunities through a combination of on and off campus field trips. • School-Wide Events — Organize various events such as Career Day, Red Ribbon Week, Arbor Day, Peace Day and Field Day. • Career Awareness and Entrepreneurship — Register all eighth-grade students in a comprehensive course that will allow them to begin career planning. • STEAM (Science, Technology, Engineering, Art and Math) Initiative — Supporting the development and implementation of grade level specific projects focused on student creation, problem solving and interdisciplinary study. • Competitive Athletics — Compete at the middle school level in the International Athletic League. The School fields a boys and girls team for both basketball and soccer. Offerings also include a competitive flag football and volleyball teams as well as a Cheerleading Squad. • Intramural Athletics—Afford students at the middle school level opportunities to play intramural basketball and volleyball. • Family Events — Make available various events that include Meet and Greet, Open House, Kindergarten Kickoff, Student of the Month, Book Fair Family Night, Winter Showcase, Graduation Ceremonies, Talent Showcase and Quarterly Principal's Honor Roll Breakfasts. • Parent Education — Execute FSA ELA, math, writing and FCAT science nights that present parents with information related to state standards and accountability testing. vi Monthly parent workshops related to social, emotional and physical wellbeing of children and families. Monthly "Coffee Connections" showcasing the School's initiatives and accomplishments. An increased number of evening and virtual events will be held to accommodate working parents. • Transportation — Four (4) school buses are currently utilized to provide school bus service to approximately 370 students who live more than two (2) miles and no further than three and (3.5) miles from the School. • Safe School Campus—The City provides a full-time certified police officer who serves as a School Resource Officer. This individual provides instruction to students related to making strong life choices and is viewed as a role model. Security measures have been and continue to be reviewed and enhanced to ensure the safety of students and faculty. Expenditures The estimated 2022/2023 proposed budgeted expenditures contained within this budget total $11,656,029 and are balanced with the projected revenues. Personnel Services Personnel Services are budgeted at $8,113,209 or 69.6% of the budget and includes 14 new positions. All 14 positions will be funded by the Elementary and Secondary School Emergency Relief (ESSER) grant. Teacher compensation has been increased to reflect the performance pay plan instituted four (4) years ago in accordance with Florida Statute 1012.22, rewarding teachers who are rated developing, effective and highly effective. In addition, teacher compensation includes additional stipends that have been previously described. The total number of employees increased to 119 (108 full-time and 11 part-time). Included in the full-time positions are 97 instructional staff members and the School Nurse. The Principal, two (2) Assistant Principals and Trades Worker II are employees of the City while all other employees are under contract with CSUSA. vii Charter School Fund Comparative Personnel Allocation Summary 2 -Year Presentation 2021/22 2022/23 Function/Job Class Full-Time Part-Time Total Full-Time Part-Time Total K-3 Basic 5101 Teacher 31.00 31.00 31.00 31.00 Other Certified Instruction Assistant Principal 1.00 1.00 1.00 1.00 ESE Teacher 1.00 1.00 1.00 1.00 Instructional Counselor 1.00 - 1.00 1.00 - 1.00 Teacher Assistant - 7.00 7.00 - 7.00 7.00 Administrative Assistant 1.00 - 1.00 1.00 - 1.00 Subtotal 35.00 7.00 42.00 35.00 7.00 42.00 4-8 Basic 5102 Teacher 44.00 - 44.00 44.00 - 44.00 Other Certified Instruction Assistant Principal 1.00 1.00 1.00 1.00 Math Coach 1.00 - 1.00 1.00 - 1.00 Comm Spec/Instructional Asst. - 1.00 1.00 - 1.00 1.00 Subtotal 46.00 1.00 47.00 46.00 1.00 47.00 Exceptional Student Program 5250 Teacher 2.00 - 2.00 2.00 - 2.00 Other Certified Instruction Dean of Student Services 1.00 1.00 1.00 1.00 Subtotal 3.00 3.00 3.00 3.00 Substitute Teachers 5901 Pool Sub 1.00 1.00 1.00 1.00 Instructional Media Services 6200 Media Specialist 1.00 - 1.00 1.00 - 1.00 Media Assistant - 1.00 1.00 - 1.00 1.00 Subtotal 1.00 1.00 2.00 1.00 1.00 2.00 School Administration 7300 Principal 1.00 - 1.00 1.00 - 1.00 Dean 1.00 1.00 1.00 1.00 Other Support Personnel Receptionist 2.00 2.00 2.00 2.00 Administrative Secretary 1.00 1.00 1.00 1.00 Registrar/Compliance/ESE Support 1.00 1.00 1.00 1.00 Business Manager 1.00 1.00 1.00 1.00 Netw ork/Computer Tech 1.00 1.00 1.00 1.00 School Nurse 1.00 1.00 1.00 1.00 Subtotal 9.00 9.00 9.00 9.00 Operation of Plant 7900 Other Support Personnel Trades Worker II 1.00 1.00 1.00 1.00 Subtotal 1.00 1.00 1.00 - 1.00 Grant Funded positions (ESSR) Teachers/Administration Support - - - 12.00 2.00 14.00 Total 96.00 9.00 105.00 108.00 11.00 119.00 VIII Full-Time Staff Comparison 110 108 105 100 96 96 9 95 93 94 94 90 85 2016/17 2017/18 2018/19 2019120 2020/21 2021/22 2022/23 Operating Expenditures The operating expenditures total $2,592,320, representing 22.2% of the proposed budget. This is $42,215 less than the prior year and includes the following major items: • Other materials and supplies - $133,500 • Textbooks - $163,000 • Building maintenance contract - $223,658 • After School Programs - $100,000 • Field Trips and School Events - $162,000 • Transportation services contract - $279,842 • CSUSA planning/management fee - $306,000 • MDCPS administrative fee - $158,100 • Food services - $280,000 • Electricity - $130,000 • Repairs and maintenance - $103,500 Other Uses Other Uses budgeted expenditures total $500,000 (4.3% of the proposed budget) and primarily consist of an $50,000 Contingency and $444,000 in lease payments to the Debt Service Fund to cover school construction-related debt payments. Capital Outlay A total of $450,500 (3.9% of the proposed budget) has been budgeted to provide for technology enhancements that include the replacement of staff laptops, student tablets, a phone system upgrade, middle school boys restroom renovation and replacement of an HVAC unit. ix Summary Even during these very difficult and challenging economic times, due to the City Commission's commitment, continued interest and support in planning and conducting the School's financial operations in a responsible and progressive manner, I am able and pleased to submit this detailed budget document. The budget and its related funding levels representing the City's continued commitment to providing a school of excellence for our community under any circumstances. The 2022/2023 proposed budget contains funding levels to address the following key objectives: • Increases in teacher compensation designed to attract and retain highly-qualified teachers. • Hiring and retaining administrators and teachers who are well prepared for creating life-long learners in their students as well as acting as role models in their own quest for knowledge on the latest "best practices" in educational research to enhance their teaching abilities. • Putting into place a strong accountability system that will hold everyone at the School responsible for maximizing learning opportunities. • Creating a school climate that enables students and teachers to feel they are cared for, respected and contributing members of the School. • Maintain a low staff-pupil ratio in order to enhance the development of the individual strengths of each student. • Continuing to use data to evaluate the efficacy of instructional programs. • Developing a strong parent-teacher relationship. • Maximizing the use of technology embedded in the classroom instruction through the implementation of increased wireless network capabilities, mobile labs, classroom labs, interactive televisions, IPad carts and one-to-one computing to enhance instruction in all grades K-8. The preparation and formulation of this document could not have been accomplished without the assistance and dedicated efforts of the School's Administration and the Finance Department. I am also extremely grateful to the City Commission for their continued support in ensuring that this School remains the Aventura City of Excellence School. An Aventura Special City Commission Workshop will be held on May 17, 2022 to review the proposed budget document in detail. Please refer any questions relating to the enclosed budget to my attention. Respectfully submitted, Ronald J. sson City Manager x CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL Organization Chart X��LENC€SCHa�� ACES Governing Board City Manager CSUSA Administrative/ school Educational Advisory Services Committee Principal k School Operations L Vision Statement To join with our community to become the premier charter school in the nation, where academic excellence coexists with the promotion of innovation and exploration grounded in an atmosphere of social responsibility. xi i 2 0 fX IL HCECSC�Vx THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK xii CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 fX ILLENCECSCW"" INTRODUCTION 1 Organization and Operations The School is a special revenue fund found within the City's financial statements. The School commenced operations in August 2003 in the City and offers classes for kindergarten through eighth grade with a projected enrollment of 1,032 for the 2022/2023 proposed budget. The School is funded from public funds based on enrollment and may be eligible for grants in accordance with state and federal guidelines, including food service and capital outlay. The School can accept private donations and the City can incur debt for its operations. Reporting Entity The School operates under a charter granted by the sponsoring school district, the Miami- Dade County Public School District (the "District"). The current charter is effective until June 30, 2033 but provides for a renewal of up to 15 years by mutual agreement of both parties. In 2005, the School amended the charter to include grades sixth through eighth. In 2012, the School amended the charter to increase the School capacity from 972 to 1 ,032 over five (5) years commencing with fiscal year 2012/13. The School is owned and operated by the City, is part of the City's government and is not a separate legal entity or otherwise organized apart from the City. The City was incorporated in November 1995 and operates under a Commission-Manager form of government. Management Contract The City has a contract with Charter Schools USA ("CSUSA") for administrative and educational management services for the operations of the School. All School staff, except the Principal, two (2)Assistant Principals (Dean of Student Services and Dean of Curriculum) and the Trades Worker II, are employees of CSUSA. Total fees projected to be paid to the management company for fiscal year 2022/2023 are $306,000. The majority of the other expenditures that are reimbursed by the City to CSUSA relate to the teachers' salaries and benefits. The current agreement with CSUSA provides an initial term for five (5) years through June 30, 2023. School Advisory Committee ("SAC") The Charter School Advisory Committee was established to facilitate the achievement of the School's mission; for its members to serve on the Educational Excellence School Advisory Council ("EESAC") and to provide input to the City Manager and Principal regarding fundraising efforts, school budget and school issues. Members of SAC will be responsible for developing and implementing the School's fundraising projects. This is a working Committee as it relates to school fundraising efforts. The Board consists of five (5) members, each of whom are parents of the School's children, elected by the parents of school children. The representatives will be as follows: • kindergarten to fourth grade —two (2) representatives • fifth grade to eighth grade —two (2) representatives • At large kindergarten to eighth grade —one (1) representative 2 Budget Process and Procedures Budget Preparation/Development January: Meetings are held with the City Manager, Principal and school staff to develop Goals and to discuss issues that may impact the budget for the upcoming schoolyear February: The following steps are taken to prepare preliminary revenue projections and forecasts developed by the Finance Department for the City Manager's review: • Forecast student enrollment. • The State's Florida Education Finance Program ("FEFP") per student allocation is projected by the State and provided to the School. • Capital Outlay funding is determined by the State based on available funding. March: The following steps are taken to forecast the School's personnel needs that are developed from input from the Principal and staff: • Review existing staffing requirements to ensure adequate coverage for student needs and new programs. • Review the current salary structure to ensure competitiveness within the School District. • Obtain benefit calculations such Pension; Health, Life and Disability Insurance; Dental Insurance and Workers' Compensation from CSUSA for each qualifying employee. April: Individual expenditure line items are developed by the Finance Department based on input from the Principal and through analysis of historical data. A draft of the budget document is prepared by the Finance Department which will be is reviewed by the City Manager and the Principal. April/May: The budget is reviewed by the School Advisory Committee. The City Manager submits the proposed budget to the City Commission (for adoption) who acts as the School's Board of Directors. June: The adopted budget is entered into the accounting system. July 1. The adopted budget becomes effective. Budget Adoption The Charter School budget is approved via Ordinance at two (2) City Commission public meetings scheduled for May 17, 2022 and June 14, 2022, respectively. The adopted budget is entered into the accounting system effective July 1, 2022. Budget Control/Monitoring Funds appropriated in the budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the budget and shall 3 constitute an appropriation of the amounts specified therein. Supplemental appropriations or the reduction of appropriations, if any, shall be made in accordance with Section 4.07 of the City Charter. The budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to the Charter School Department for operating and capital expenditures may not be increased or decreased without specific authorization by a duly- enacted Ordinance affecting such amendment or transfer. Therefore, the City Manager may authorize transfers from one (1) individual line item account to another, so long as the line item accounts are within the same department and fund. The "Personnel Allocation Summary" enumerates all of the School's authorized budgeted positions. The City Manager may amend said authorized budgeted positions in order to address the operating needs of the Department so long as sufficient budgeted funds are available. The budget is monitored on a monthly basis to track variances between actual and budgeted amounts. Significant variances are investigated and monitored for corrective action. Quarterly review meetings are held with the Principal and City Manager. Encumbrances do not constitute expenditures or liabilities in the current year, but instead are defined as commitments related to unperformed contracts for goods or services, which are only reported in governmental funds. Budget Amendment Upon the passage and adoption of the City's Charter School Fund Budget, if the City Manager determines that the department total will exceed its original appropriation, the City Manager is authorized to prepare such Ordinances for consideration by the City Commission as may be necessary and proper to modify any line item from the Budget. Basis of Accounting Basis of Accounting refers to the time period when revenues and expenditures are recognized in the accounts and reported on the financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. The accrual basis of accounting is followed for the proprietary fund types. The modified accrual basis of accounting is followed in the governmental fund types and the expendable trust funds type. Under the modified accrual basis of accounting, revenues are recorded when susceptible to accrual, that is, when they are both measurable and available. Available means collectible within the current period or soon enough thereafter to pay current liabilities. Expenditures are generally recognized under the modified accrual accounting when the related fund liability is incurred. Exceptions to the general rule are principle and interest on general long-term debt which is recognized when due. The Charter School Fund Budget applies all applicable Government Accounting Standards Board ("GASB") pronouncements as well as the following pronouncements issued on or before November 30, 1989, unless those pronouncements conflict with or contradict GASB pronouncements: Financial Accounting Standards Board ("FASB") statements and interpretations, Accounting Principles Board ("APB") opinions and Accounting Research Bulletins ("ARB"s). 4 During June 1999, the GASB issued Statement No. 34. This statement established new accounting and financial reporting standards for state and local governments. The Charter School Fund implemented the new financial reporting requirements of GASB 34. Financial Policies The School's financial policies, as outlined below, set forth the basic framework for its overall fiscal management. Operating independently of changing circumstances and conditions, these policies assist the decision-making process of the City Manager and the School's Administration. These policies provide guidelines for evaluating both current activities and proposals for future programs. Most of the policies represent long-standing principles; traditions and practices that have guided the School in the past and have helped maintain financial stability. They are reviewed annually as a decision-making tool and to ensure their continued relevance in an ever- changing environment. Operating Budget Policies 1. At a minimum, the School will maintain an accessible cash reserve equivalent to four (4) weeks of operating costs. 2. No new or expanded services shall be implemented without a corresponding revenue source or the implementation of trade-offs of expenditures or revenues at the same time. This applies to personnel, equipment and any other peripheral expenditures associated with the service. 3. The School shall continue to support a scheduled level of maintenance and replacement of its infrastructure. 4. The School shall support capital expenditures that reduce future operating costs. Capital Budget Policies 1. The School will develop a multi-year capital improvement plan that is updated annually. 2. The School will maintain its physical assets at a level adequate to protect the School's capital investment and minimize future maintenance and replacement costs. The budget will provide for the adequate maintenance and the orderly replacement of the capital equipment from current revenues wherever possible. 3. The School will provide sufficient funds to replace and upgrade equipment as well as to take advantage of new technology thereby ensuring that employees have safe and efficient tools to provide their service. It reflects a commitment to further automation and use of available technology to improve productivity in the School's work force. The objective for upgrading and replacing equipment includes: (1) normal replacement as equipment completes its useful life, (2) upgrades to new technology, and (3) additional equipment necessary to service the needs of the School. 4. The School will use the following criterion to evaluate the relative merit of each capital project. Capital expenditures will foster the goals of: a. Projects specifically included in an approved replacement schedule. b. Projects that reduce the cost of operations. C. Projects that significantly improve safety and reduce risk exposure. 5 Revenue Policies 1. The School will attempt to maintain a diversified and stable revenue system as a shelter from short-run fluctuations in any single revenue source. 2. The School will attempt to obtain new revenue sources as a way of ensuring a balanced budget. 3. The School will annually review fees/charges and will design or modify revenue systems to include provisions that automatically allow charges to grow at a rate that keeps pace with the cost of providing the service. Cash Management/Investment Policies 1. All cash received by the School's Business Manager is secured at the School until it is remitted (at least weekly) to the City's Customer Service Representative II who prepares it for prompt deposit by armored courier. 2. Investment of School funds will emphasize safety of capital, liquidity of funds and investment income. 3. The School will aggressively seek the collection of revenues, including any past due amounts owed. Reserve Policies The School will maintain a fund balance of at least $75,000. Accounting, Auditing, and Financial Reporting Policies 1. An independent audit will be performed annually. 2. The School will produce annual financial reports in accordance with Generally Accepted Accounting Principles ("GAAP") as outlined by the GASB. 3. In accordance with Chapter 10.850, Rules of the Auditor General of the State of Florida, the School is required to prepare special purpose financial statements. Section 10.855(4) states that the special purpose financial statements should present the charter school's financial position including the charter school's current and capital assets and current and long-term liabilities, and net position; and the changes in financial position. Philosophy and Essential Elements The School's staff believes that they have a responsibility to create a school climate that enables every individual to feel cared for, respected and to act as contributing members of the School culture. All students can learn and will be encouraged to strive for academic excellence and personal growth that will enable them to be productive and active members of society. In the practical application of this philosophy, opportunities shall be provided to- 1. Develop in each student and professional staff member a sense of self-worth and a positive self-concept. 2. Imbue such character traits as honesty, integrity, compassion, respect, cooperation, humility, happiness and responsibility toward each other, our community and our world. 3. Develop in each student an understanding of and responsibility for making positive personal and social choices. 4. Improve upon the quality of instruction and curriculum by increasing the effectiveness of teachers and their teaching through ongoing professional development. 6 5. Provide each student with experiences to develop an awareness of good health habits and attitudes for living by encouraging each student to perceive learning as a life-long continuing process from pre-school through adulthood. 6. Encourage, through educational reporting, City and District officials, the citizens of Aventura and the professional staff to support quality education in the School. 7. Use assessment data to identify and track student achievement and learning goals. 8. Develop school programs based on "best practices" to promote learning gains. 9. Develop strong parent-teacher-student relationships. 10. Provide a strong accountability system that holds everyone in the school community responsible for maximizing learning opportunities. 11. Provide a low student-teacher ratio in order to enhance the development of the individual strengths of each student. 12. Provide additional staff members for enrichment and remediation services. 13. Develop in each student the ability to think critically, make inferences, apply knowledge to new settings and use these skills to make wise choices. Curriculum The School will fully incorporate the B.E.S.T. standards in alignment with the State of Florida's guidelines. ACES' goals for student learning are coordinated or integrated across different disciplines. The curriculum's sequence is rational, with more complex ideas building on simpler ones, respecting each student's developmental levels and prior learning. Teachers and students are accountable for all state and local assessments in addition to internal formal and informal assessments and observations. Classroom teachers utilize technology daily to reinforce instruction and offer opportunities for independent practice. Students in second through eighth grade will utilize Chromebooks throughout the day to enhance instruction, while students in kindergarten and first grade have an iPad cart in each. The students have access to a multitude of online resources and individualized instructional programs at home and at the School. Sixth grade students enroll in a semester technology course, with an emphasis on keyboarding and critical thinking. Seventh grade students are required to enroll in a year-long Computer Concepts/Coding course designed to expose them to all facets of the technology available to them. Eighth grade students take a year-long technology aided career awareness and entrepreneurship course. Wireless internet access is available throughout the campus. The School offers a variety of programs to meet the needs of all learners. The English Language Learners ("ELL") program is offered to students who are working toward English language proficiency. Classroom teachers servicing ELL students have undergone special training related to strategies that enhance language acquisition. The School's ELL Coordinator collaborates with classroom teachers related to instructional modifications that aide in content comprehension. Exceptional Education ("ESE") students are serviced within the general classroom, reducing social stigmas and enhancing the continuity of instruction. The ESE teachers collaborate with classroom teachers to ensure that "strategies for success" are implemented in all subject areas. 7 Students with speech and language needs are serviced by a Speech and Language Pathologist and students with occupational therapy needs are serviced by a specialist. These programs are offered to students who qualify for services based on School District requirements. At-risk readers are targeted through a variety of intervention courses and strategies. The School's Collaboration Team teaches at-risk-readers in Kindergarten through eighth grade in small group settings. This supplemental reading program provides intensive instruction using research-based programs such as Wonders, Fundations , Reading Plus and I Ready. At-risk readers in middle school enroll in an intensive reading course which offers a one to one computing environment to target specific reading deficiencies. Students in need of additional support related to test-taking strategies, organization and study skills are enrolled in a specially designed elective class that provides support specific to their needs. The School is focused on meeting the needs of all students. To this end, the School offers a variety of extended school day programs. These programs target student needs and are offered both before and after school. These programs include small group writing instruction, focused math tutorials, science study group, civics study group, after-school tutoring and a Saturday reading and math academy. Gifted students in grades Kindergarten through eighth grades will receive "Gifted Instruction" in English Language Arts and Reading daily. Project-based applications encompassing the sciences, arts, math, and language allow students an opportunity to combine their creativity and practical knowledge. A science specialist works with all students, grades second through fifth grade on a weekly basis by providing integrated labs in their classrooms. A science lab program provides students with hands-on application of core curriculum. Students in fifth grade experiment in the science lab two (2) times per week. The lab facilitator co-teaches with the classroom teacher to ensure instruction and labs are seamlessly aligned. All middle school students enroll in comprehensive science courses that emphasize hands-on investigation. Students are exposed to eco-literacy through participation in the outdoor garden project. The School's modern language program places emphasis on four (4) basic components of language acquisition (e.g., listening, speaking, reading and writing). Students build an understanding of the relationship between perspectives and products of various cultures. Middle school students enroll in introduction to Spanish and can elect to take high school honors level Spanish 1. The elementary Spanish program is offered to all kindergarten through fifth grade students and emphasizes cultures and conversational speaking. The School's middle school program offers academic rigor in conjunction with an extraordinary selection of extracurricular activities and elective programs. Students have the opportunity to enroll in high school honors level Cambridge Pre-AICE courses in math and science in addition to Honors Spanish. All student select one (1) of eighteen (18) elective courses. Elective courses include Digital Communications, Modern Dance, Art, Guitar, Debate, Tech Squad, Robotics, Personal Fitness, Team Sports, Physical Education, Spanish, Peer Mentoring, Gardening, STEAM, Study Skills, Yoga and Drama. All middle school students are invited to participate in after-school teams including volleyball and basketball. The School also participates in the Independent Athletic League and offers competitive boys 8 and girls basketball and competitive boys and girls soccer, competitive girls volleyball and boys flag football. These programs are funded through the school budget and are offered at no cost to students. Elementary school students also enjoy a variety of special subject classes daily. These subjects include art, physical education, technology, media, Spanish and music. Each Friday, Elementary students participate in a club. Clubs vary from year-to-year based on student interest and currently include the following; Karaoke, Baton, LEGO Builders, Just Dance, Peer Mentors, Puppet Theatre, Scrapbooking, Puzzle Mania, Contemporary Dance, Middle Eastern Dance, Drama and Improv., Chorus,Yoga, Basketball, Harry Potter and Zumba Kids. Performance Criteria Matrix ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL PERFORMANCE CRITERIA 2015/16 2016/17 2017/18 2018/19 2019/20 2020/21 The State of Florida A+Plan Grade shall be no lower than a"B". A A A A N/A N/A Percent of parents that completed all 20 required volunteer hours by the end of the year. 100% 100% 100% 100% N/A 100% Number of students enrolled shall be 95%of the number allowed by the School Charter. 100% 100% 100% 100% 100% 100% The year-to-year staff retention rate shall be 90%. 98% 98% 98% 98% 95% 93% The percentage of parents who on the Parent Survey agree or strongly agree to the statement that"I would recommend the Charter School to a friend"is 90%. 99% 99% 99% 97% 99% 99% The audits required by State Law and the Charter shall indicate that the financial statements are presented fairly and that tests of compliance with laws and regulations and consideration of the internal ✓ ✓ ✓ ✓ ✓ ✓ control over financial reporting disclose no instances of non- All in All in All in All in All in All in compliance, nor any material weaknesses. Compliance Compliance Compliance Compliance Compliance Compliance Class size and student/classroom teacher ratios shall be maintained ✓ ✓ ✓ ✓ ✓ ✓ throughout the school year at 18:1 for kindergarten through third grade All in All in All in All in All in All in and an average of 22:1 for all grades fourth through eighth. Compliance Compliance Compliance Compliance Compliance Compliance Reading-Percent of Students in the School on grade level and above in Reading. This is based on the Florida Standards and exhibited in proficiency on the Florida Standards Assessment("FSA"). 82% 84% 87% 87% N/A 80% Math-Percent of Students in the School on grade level and above in Math. This is based on the Florida Standards and exhibited in proficiency on the FSA. 88% 88% 95% 92% N/A 81% All Students will achieve high science standards as measured by Sunshine State Standards Performance Standards. 86% 78% 82% 81% N/A 70% N/A-did not apply in 2019/20 and 2020/21 due to the impacts of COVID-19. 9 Budget Preparation Calendar FISCAL YEAR 2022/2023 TIMEFRAME RESPONSIBILITY ACTION REQUIRED January Principal & School Staff Meetings are held to develop Goals City Manager and to discuss issues that may impact the upcoming school budget. February Finance Department Preliminary revenue projections and City Manager forecasts are developed. March Principal & School Staff Personnel needs are developed and Finance Department forecasted based on input from the Principal and School Staff. April Principal Individual expenditure line items Finance Department are developed based on input from the Principal and the analysis of historical data. Finance Department A draft of the budget document is City Manager prepared by the Finance Principal Department which will be reviewed by the City Manager and the Principal. April 27 School Advisory Committee The budget is reviewed by the School Advisory Committee. May 17 City Manager The City Manager submits the City Commission budget to the City Commission who (the School's Board of Directors) acts as the School's Board of Directors on 1st Reading. June 14 City Manager The City Manager submits the City Commission budget to the City Commission who (the School's Board of Directors) acts as the School's Board of Directors on 2nd Reading. June 15 Finance Department The adopted budget is entered into the accounting system. July 1 School Department The adopted budget becomes effective. 10 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 0 f#TVRA �'�FLLEHCECSCK ' DEPARTMENT DESCRIPTION SUMMARY OF FUND 11 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 DEPARTMENT DESCRIPTION This Department is responsible for the organization, operation and management of the City's Charter School. By focusing on low student teacher ratios, high academic standards and parental participation, the School provides a first-class learning environment for the City's children. The School operations are provided in conjunction with a management services contract with Charter Schools USA. Budget Category Summary 2020/21 2021/22 2021/22 2021/22 2022/23 APPROVED ACTUAL PROJECTED CITY MANAGER ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL State Shared Revenues $ 8,786,523 $ 8,779,250 $ 6,548,989 $ 9,044,026 $ 10,236,374 Charges for Services 147,031 520,000 132,857 180,000 346,000 Miscellaneous Income 253,251 579,000 636,269 680,231 579,000 Other Non-Revenues 100,000 680,349 510,262 680,349 494,655 $ 9,286,805 $ 10,558,599 $ 7,828,377 $ 10,584,606 $ 11,656,029 EXPENDITURES K-3 Basic $ 2,766,754 $ 2,795,679 $ 2,303,226 $ 2,988,044 $ 3,016,263 4-8 Basic 3,480,470 3,487,527 2,992,656 3,830,094 3,811,537 Exceptional Student Program 370,978 289,400 246,156 323,067 385,404 Substitute Teachers 186,894 146,887 136,844 176,218 267,288 Instructional Media Services 102,717 113,734 82,024 109,317 113,230 School Administration 945,715 1,142,713 848,099 1,105,840 1,257,616 Pupil Transit Services 194,582 217,757 143,852 217,757 279,842 Operation of Plant 1,926,690 2,046,402 1,472,046 1,948,848 2,038,349 Child Care Supervision 68,827 150,000 24,417 22,500 36,000 Capital Outlay 412,193 168,500 268,245 328,463 450,500 �Wenditures $ 10,455,820 $ 10,558,599 $ 8,517,565 $ 11,050,148 $ 11,656,029 Budget Account Summary by Expenditure Function 2020121 2021122 2021122 2021122 2022123 APPROVED ACTUAL PROJECTED CITY MANAGER ECATEGORYRECAP ACTUAL BUDGET 313112022 613012022 PROPOSAL Personnel Services $ 7,298,311 $ 7,217,564 $ 5,731,947 $ 7,568,240 $ 8,113,209 Operating Expenditures 2,300,170 2,637,535 2,184,373 2,709,445 2,592,320 Other Uses 445,146 535,000 333,000 444,000 500,000 Capital Outlay 412,193 168,500 268,245 328,463 450,500 Total $ 10,455,820 $ 10,558,599 $ 8,517,565 $ 11,050,148 $ 11,656,029 12 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 0 rNTURA �'�FLLEHCECSCK ' REVENUE PROJECTION RATIONALE 13 2020/21 2021/22 2021/22 2021/22 2022/23 APPROVED ACTUAL PROJECTED CITY MANAGER DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL State Shared Revenues: School Lunch Reimbursement $ 115,433 $ 100,000 $ 151,704 $ 200,000 $ 100,000 Florida Education Finance Program(FEFP) 7,880,543 7,775,783 5,780,244 7,785,296 8,111,374 Florida School Recognition Program Awards i - 101,000 94,030 94,030 - E-Rate Program 28,954 12,000 - - 12,000 Transportation 42,572 135,790 39,356 55,000 164,650 Capital Outlay 658,364 654,677 483,655 595,007 719,472 Grant Revenue 60,657 - - 314,694 1,128,878 Subtotal $ 8,786,523 $ 8,779,250 $ 6,548,989 $ 9,044,026 $ 10,236,374 Charges for Services: Food Service Fees $ 32,040 $ 180,000 $ 37,149 $ 50,000 $ 180,000 After School Programs 114,991 340,000 95,708 130,000 166,000 Subtotal $ 147,031 $ 520,000 $ 132,857 $ 180,000 $ 346,000 Miscellaneous Income: Interest Earnings $ 6,435 $ 2,000 $ (3,206) $ - $ 2,000 Miscellaneous Revenues 58,583 200,000 53,918 70,000 200,000 Sport Program Fundraising 2,228 9,000 6,477 9,000 9,000 Field Trips/Special Programs 22,587 170,000 77,849 100,000 170,000 Other Private Source Revenue 163,418 198,000 501,231 501,231 198,000 $ 253,251 $ 579,000 $ 636,269 $ 680,231 $ 579,000 Other Non-Revenues: Transfers In $ 100,000 $ 150,000 $ 112,500 $ 150,000 $ 150,000 Carryover - 530,349 397,762 530,349 344,655 Subtotal $ 100,000 $ 680,349 $ 510,262 $ 680,349 $ 494,655 Total Revenues $ 9,286,805 $10,558,599 $ 7,828,377 $ 10,584,606 $ 11,656,029 Revenues The revenues available for allocation in the 2022/2023 proposed budget are anticipated to be $11,656,029. This is a net increase of$1,097,430 or 10.4% compared to the prior year budget resulting primarily from the following: • At the time this document was prepared the Florida Legislative Session approved a 4.36% increase for Miami-Dade County. The Administration projected revenue totals of $8,111,374 and is based on a 4.36% increase for an average of $7,860/student. This amount is calculated with data from the most recent FTE invoice. Enrollment of 1,032 students is flat compared to prior year, however, FTE funds are anticipated to increase by 4.36% in comparison to the current year per capita amount. • Grant funding was allocated to ACES through the Coronavirus Aid Relief and Economic Security ("CARES") Act for the Elementary and Secondary School Emergency Relief("ESSER") Fund. Grant revenue of$1,128,878 will mostly fund personnel costs for 14 positions as well as capital items such as replacement of laptops, tablets and an AC unit. • Capital Outlay revenue totals $719,472 and is based on an average of $697/student. This amount is in line with the most recent FTE invoice and Capital Outlay Worksheet. With flat enrollment versus the current year, Capital Outlay funds are anticipated to 14 remain relatively flat in comparison to the current year per capita amount. • Carryover funds total $344,655 which is a decrease of $185,694 (35.0%) from the current year. These funds will be utilized for: o Normal increases in teacher compensation (averaging about 2.5%). o Additional stipends in the amount of $196,275 that the City is providing to increase teacher compensation in lieu of the Miami-Dade Referendum. o Conservative budgeted revenue projections in light of the global pandemic impact of COVID-19. Revenue Projection Rationale FISCAL YEAR 2022/2023 State Shared Revenues — totals $10,236,374 and is based on multiple revenue categories primarily comprised of the following: School Lunch Reimbursement Revenues — estimated to be $100,000. School Lunch Reimbursement $125,000 $100,000 $75,000 $50,000 $25,000 $ Florida Education Finance Program Revenues — totals $8,111,374 and is based on an average of$7,860/student. FTE funds are anticipated to increase by 4.36% in comparison to the current year per capita amount. Florida Education Finance Program (FEFP) $1,500 C f0 $7,000 $6,500 15 Transportation Reimbursement Revenue — totals $164,650 and is based on 370 students requiring bus service. Transportation $175,000 $150,000 $125,000 $1oo,00a $75,000 $50,000 $zs,00 S �oy�`tia �oy�,yo �o�o`�ti �o��,yti 41�'3 Capital Outlay revenue totals $719,472 and is anticipated to increase by 9% in comparison to the current year per capita amount. Capital Outlay includes the following: Local Capital Improvement Revenue — Passed by the Florida Legislature in 2017, HB 7069 requires school districts to give a proportionate share of local capital millage revenue to eligible charter schools operating in their county, with their share determined by the number of students each school enrolls. The law was subject to challenge by 14 school districts in the courts and was upheld by a circuit court in Tallahassee. Charges for Services —totals $346,000 is based on two (2) revenue categories comprised of the following: • Food Service Fees — estimated to be $180,000. • After School Programs—includes revenues derived from fees charged for After School Programs and is estimated to be $166,000. Miscellaneous Income — totals $579,000 and is based on multiple revenue categories comprised of the following: • A very conservatively budgeted Interest Earnings of$2,000. • Miscellaneous Revenues of $200,000 (i.e., Bazaar, Book Fair, Dress Down, NSF Checks, Teacher Appreciation Week Deposits, Upstanders MIS, Vending Revenue and Boosterthon Fundraiser). • Sport Program Fundraising of$9,000. • Field Trips/Special Programs of$170,000. • Other Private Source Revenue of$198,000 which is primarily derived from a revenue sharing agreement with Clear Channel for two (2) leases that generate billboard advertising revenue. Other Non-Revenues —totals $494,655 and is based on the following revenue categories: • Includes a $150,000 transfer from the City's General Fund for revenues generated from the City's Intersection Safety Camera Program which is flat versus the prior year. • Carryover which includes an allocation of fund balance of $344,655 from the accumulation of prior year surpluses to be utilized as outlined on page 15. 16 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 fX ILLENCECSCW"" BUDGETARY ACCOUNT SUMMARY BY EXPENDITURE FUNCTION 17 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6001-569 K-3 Basic 5101 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022123 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Personnel Services 1220 120 Teacher(31)Grant funded(3) $ 1,693,361 $ 1,692,750 $ 1,306,884 $ 1,740,000 $ 1,862,037 1230 130 Other Certified Instruction(3) 216,710 203,784 158,174 205,000 207,326 Assistant Principal ESE Teacher Instructional Counselor 1250 150 Teacher Assistant Kindergarten Aides-PIT(7) 124,273 140,286 97,555 132,000 141,696 Administrative Assistant 1502 291 Bonuses 42,725 48,000 34,997 40,000 - 1503 291 Stipends 120,719 118,795 86,613 118,795 118,795 2101 221 Social Security-matching 160,266 161,787 123,456 161,787 175,116 2201 211 Pension 14,561 20,300 9,926 15,000 21,607 2301 231 Health,Life&Disability Insurance 259,843 256,590 233,872 310,000 324,461 2302 232 Dental Insurance 5,164 4,958 1,527 2,500 6,008 2401 241 Workers'Compensation 8,078 32,589 14,538 20,000 35,377 2501 250 Unemployment Com ensation 1,885 4,000 5,355 6,000 4,000 Subtotal $ 2,647,585 $ 2,683,839 $ 2,072,897 $ 2,751,082 $ 2,896,423 Operating Expenditures 4001 330 Travel/Conferences/Training $ 3,627 $ 4,000 $ 19,079 $ 22,000 $ 12,000 4101 370 Communication Services 70 840 - 840 840 5290 590 Other Matl&Supply 42,517 35,000 60,628 62,000 35,000 5299 790 Miscellaneous Expense 164 2,500 4,051 4,051 2,500 5410 521 Memberships/Dues/Subscription - 1,500 - 1,500 1,500 5411 520 Textbooks 72,791 68,000 146,571 146,571 68,000 total $ 119,169 $ 111,840 $ 230,329 $ 236,962 $ 119,840 Total K-3 Basic 5101 $ 2,766,754 $ 2,795,679 $ 2,303,226 $ 2,988,044 $ 3,016,263 18 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022123 BUDGETARY ACCOUNT SUMMARY 190-6002-569 4-8 Basic 5102 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022/23 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGE �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Personnel Services 1220 120 Teacher(44)Grant funded(3) $ 2,327,709 $ 2,321,032 $ 1,810,019 $ 2,420,000 $ 2,611,767 1230 130 Other Certified Instruction(3) 156,316 155,933 121,975 160,000 159,837 Assistant Principal Math Coach Grant funded school counselor 1250 150 Comm Spec/Instructional Asst.-P/T 15,325 15,960 15,156 20,000 16,038 1502 291 Bonuses 53,407 60,000 43,746 43,746 - 1503 291 Stipends 207,388 204,082 148,794 204,082 204,082 2101 221 Social Security-matching 198,016 198,849 154,283 200,000 221,396 2201 211 Pension 19,237 24,903 14,414 20,000 27,237 2301 231 Health,Life& Disability Insurance 298,022 278,940 284,410 350,000 333,116 2302 232 Dental Insurance 6,533 5,101 1,524 3,000 5,622 2401 241 Workers'Compensation 11,639 39,887 17,695 25,000 44,602 2501 250 Unemployment Compensation 1,631 3,500 4,524 5,000 3,500 $ 3,295,223 $ 3,308,187 $ 2,616,540 $ 3,450,828 $ 3,627,197 Operating Expenditures 4001 330 Travel/Conferences/Training $ 4,378 $ 7,000 $ 26,786 $ 29,000 $ 12,000 4101 370 Communication Services 840 840 630 840 840 5290 590 Other Mat'I&Supply 73,918 60,000 86,299 86,299 60,000 5299 790 Miscellaneous Expense - 1,500 774 1,500 1,500 5411 520 Textbooks 101,552 92,000 239,145 239,145 92,000 5901 791 Athletic Activities 4,559 18,000 22,482 22,482 18,000 Subtotal $ 185,247 $ 179,340 $ 376,116 $ 379,266 $ 184,340 Total 4-8 Basic 5102 $ 3,480,470 $ 3,487,527 $ 2,992,656 $ 3,830,094 $ 3,811,537 19 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6003-569 Exceptional Student Program 5250 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022/23 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGE �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Personnel Services 1220 120 Teacher(2)Grant funded(1) $ 112,006 $ 110,170 $ 86,878 $ 116,000 $ 171,819 1230 130 Other Certified Instruction(1) 77,224 74,378 59,239 74,378 76,985 Dean of Student Services 1502 291 Bonuses 4,451 5,000 3,645 3,645 - 1503 291 Stipends 7,209 7,094 5,172 7,094 7,094 2101 221 Social Security-matching 14,946 14,661 11,540 15,400 19,576 2201 211 Pension 985 1,384 668 1,000 1,866 2301 231 Health, Life&Disability Insurance 16,049 15,247 18,305 24,400 26,391 2302 232 Dental Insurance 107 513 488 650 692 2401 241 Workers'C o mpensati on - 2,953 1,295 2,000 3,981 2501 250 Unem to ment Compensation - - - - - $ 232,977 $ 231,400 $ 187,230 $ 244,567 $ 308,404 Operating Expenditures 3190 310 Prof&Tech Services-SPED $ 133,288 $ 51,000 $ 56,634 $ 70,000 $ 70,000 4001 330 Travel/Conferences/Training - 1,000 - 2,500 1,000 5290 590 Other Mat'I&Supply 4,463 5,000 2,292 5,000 5,000 5299 790 Miscellaneous Ex ense 250 1,000 - 1,000 1,000 $ 138,001 $ 58,000 $ 58,926 $ 78,500 $ 77,000 $ 370,978 $ 289,400 $ 246,156 $ 323,067 $ 385,404 20 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6004-569 Substitute Teachers 5901 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022/23 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER �ACCT# CODE DESCRIPTION i ACTUAL BUDGET 3/31/2022 i 6/30/2022 PROPOSAL Personnel Services 1220 120 Substitute Teacher(1)Grant funded(4) $ 161,983 $ 34,863 $ 80,062 $ 107,000 $ 177,255 1225 140 Pool Sub 133 90,000 34,027 45,000 50,000 1502 291 Bonuses 444 500 365 500 - 1503 291 Stipends 2,404 2,365 1,724 2,365 2,365 2101 221 Social Security-matching 9,860 9,733 7,848 9,733 17,566 2201 211 Pension 185 261 123 261 1,329 2301 231 Health, Life&Disability Insurance 11,184 6,008 10,191 8,000 13,656 2302 232 Dental Insurance 199 159 141 159 480 2401 241 Workers'Compensation - 1,998 872 1,200 3,637 2501 250 Unemployment Compensation 502 1,000 1,491 2,000 1,000 21 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6005-569 Instructional Media Services 6200 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022/23 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER �ACCT# CODE SESCFUPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Personnel Services 1230 130 Media Specialist&P/T Asst. $ 72,085 $ 76,220 $ 56,841 $ 76,220 $ 78,300 1502 291 Bonuses 2,226 2,500 1,823 2,500 - 1503 291 Stipends 2,404 2,365 1,724 2,365 2,365 2101 221 Social Security-matching 5,667 6,012 4,453 6,000 6,171 2201 211 Pension 299 425 200 300 440 2301 231 Health, Life&Disability Insurance 17,523 21,647 13,310 18,000 21,363 2302 232 Dental Insurance 121 345 61 100 338 2401 241 Workers'Compensation - 1,220 535 750 1,253 2501 250 Unem to ment Com ensation - - 15 20 - $ 100,325 $ 110,734 $ 78,962 $ 106,255 $ 110,230 Operating Expenditures 5411 520 Textbooks $ 2,392 $ 3,000 $ 3,062 $ 3,062 $ 3,000 $ 2,392 $ 3,000 $ 3,062 $ 3,062 $ 3,000 00 $ 102,717 $ 113,734 $ 82,024 $ 109,317 $ 113,230 22 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022123 BUDGETARY ACCOUNT SUMMARY 190-6006-569 School Administration 7300 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022123 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Personnel Services 1211 110 Administrators(2) $ 225,941 $ 197,291 $ 203,071 $ 271,000 $ 221,512 Principal Dean 1260 160 Other Support Personnel(7) 318,714 333,359 243,235 325,000 448,473 Receptionist(2) Administrative Secretary Registrar/Compliance/ESE Support Business Manager Network/Computer Tech School Nurse Grant funded(2)-IT and Asst Registrar 1502 291 Bonuses 5,786 6,500 4,739 6,500 - 2101 221 Social Security-matching 41,325 40,595 34,097 45,000 51,254 2201 211 Pension 26,037 21,676 20,533 27,000 24,798 2301 231 Health,Life&Disability Insurance 75,538 25,726 40,129 53,500 38,643 2302 232 Dental Insurance 961 1,236 622 1,000 1,376 2401 241 Workers'Compensation 5,204 8,490 4,756 7,000 10,720 2501 251 Unemployment Compensation 501 1,000 1,336 2,000 1,000 $ 700,007 $ 635,873 $ 552,518 $ 738,000 $ 797,776 Operating Expenditures 3114 750 After School Programs $ 46,813 $ 160,000 $ 68,472 $ 75,000 $ 100,000 4001 330 Travel/Conferences/Training 8,200 12,000 26,092 30,000 25,000 4041 201 Automobile Allowance 5,400 5,400 4,050 5,400 5,400 4101 370 Communication Services 1,720 1,440 1,710 1,440 1,440 4855 790 Field Trips/School Events 3,791 162,000 58,780 72,000 162,000 4856 790 Special Events 113,451 140,000 95,578 140,000 140,000 5290 590 Other Matl&Supply 66,333 23,000 38,585 41,000 23,000 5410 521 Membershi s/Dues/Subscri tion - 3,000 2,314 3,000 3,000 Subto $ 245,708 $ 506,840 $ 295,581 $ 367,840 $ 459,840 Total S $ 945,715 $ 1,142,713 $ 848,099 $ 1,105,840 $ 1,257,616 23 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6007-569 Pupil Transit Services 7800 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022/23 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Operating Expenditures 3190 310 Prof&Tech Services $ 194,582 $ 217,757 $ 143,852 $ 217,757 $ 279,842 Total Transit Services 7800 $ 194,582 $ 217,757 $ 143,852 $ 217,757 $ 279,842 24 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022123 BUDGETARY ACCOUNT SUMMARY 190-6008-569 Operation of Plant 7900 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022123 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Personnel Services 1260 160 Other Support Personnel $ 100,297 $ 77,509 $ 69,391 $ 77,509 $ 81,811 Trades Worker II School Resource Officer Allocation 2101 221 Social Security-matching 4,008 3,481 2,952 4,000 3,811 2201 211 Pension 5,868 6,371 4,866 6,371 6,974 2301 231 Health,Life&Disability Insurance 20,505 12,081 7,961 11,000 12,093 2302 232 Dental Insurance 252 202 158 210 202 2401 241 Workers'Com pensation 4,370 1,000 1,628 2,200 1,000 u o $ 135,300 $ 100,644 $ 86,956 $ 101,290 $ 105,891 Operating Expenditures 3148 312 Planning/Management Fee-CSUSA $ 306,000 $ 306,000 $ 229,500 $ 306,000 $ 306,000 3149 310 MDCPS Administrative Fee 159,261 158,400 116,345 158,400 158,100 3201 312 Accounting&Auditing Fees 12,200 11,000 11,000 11,000 11,000 3431 310 Contract-Food Services 239,230 280,000 96,861 200,000 280,000 4101 370 Communication Services 104,362 78,000 79,972 96,000 78,000 4301 430 Electricity 99,867 130,000 92,983 125,000 130,000 4320 380 Pub Lit Svc Other Energy Sv-Water 37,497 32,000 32,476 43,000 32,000 4440 360 Office Equip-Leasing Expense 29,527 38,000 17,807 25,000 38,000 4501 320 Insurance&Bond Premium 30,755 38,200 73,545 50,000 38,200 4620 350 Contract-Building Maintenance 194,115 188,658 125,478 188,658 223,658 4635 350 Repairs&Maintenance 97,856 110,000 153,875 160,000 95,000 5120 510 Computer Supplies/Software 34,466 35,500 19,703 35,500 37,500 5290 590 Other Mat'I&Su I 1,108 5,000 2,545 5,000 5,000 S $ 1,346,244 $ 1,410,758 $ 1,052,090 $ 1,403,558 $ 1,432,458 Other Uses 5901 790 Contingency $ - $ 85,000 $ - $ - $ 50,000 5905 790 AACC Expenses 1,146 6,000 - - 6,000 9129 921 Lease Payments to Cit Debt Svice Fund 444,000 444,000 333,000 444,000 444,000 Subtotal $ 445,146 $ 535,000 $ 333,000 $ 444,000 $ 500,000 Total Operat $ 1,926,690 $ 2,046,402 $ 1,472,046 $ 1,948,848 $ 2,038,349 25 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022/23 BUDGETARY ACCOUNT SUMMARY 190-6009-569 Child Care Supervision 9102 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022/23 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGER �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Operating Expenditures 3113 310 Contract-Recreation Programs $ 38,327 $ 114,000 $ 1,542 $ 2,000 $ - 4301 430 Electricity 10,000 10,000 7,500 10,000 4501 320 Insurance&Bond Premium 3,000 3,000 2,250 3,000 3,000 4620 350 Contract-Building Maintenance 9,000 9,000 6,750 9,000 9,000 4635 350 Repairs&Maintenance 8,500 8,500 6,375 8,500 8,500 5290 590 Other Mat'I&Supply - 5,500 - - 5,500 17 $ 22,500 $ 26 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL CHARTER SCHOOL FUND 2022123 BUDGETARY ACCOUNT SUMMARY 190-6010-569 Capital Outlay 7400 SCHOOL 2020/21 2021/22 2021/22 2021/22 2022123 OBJECT APPROVED ACTUAL PROJECTED CITY MANAGE �ACCT# CODE DESCRIPTION ACTUAL BUDGET 3/31/2022 6/30/2022 PROPOSAL Capital Outlay 6401 692 Computer Equipment>5000 $ 86,231 $ 106,000 $ 70,782 $ 103,000 $ 158,000 6402 643 Computer Equipment<5000 310,564 34,500 87,865 115,865 199,500 6410 640 Furniture,Fixture&Equipment - - - - - 6420 640 Repairs&Replacements 15,398 28,000 109,598 109,598 93,000 To 68,500 Computer Equipment>5000 This project consists of the regular replacement ofwhiteboards and network infrastructure atACES.(GIL#190-6010-569.64-01) Replace Network Infrastructure $ 35,000 Replace AV Equipment and Whiteboards 40,000 Replace Server(s) 8,000 Phone System Upgrade 75,000 $ 158,00 Computer Equipment<5000 This projectconsists ofthe regularreplacementofcomputers,tablets,servers and network infrastructure atACES.(GIL#190-6010-569.64-02) Tablets $ 31,500 Replace Security Cameras 10,000 Replace Laptop(s)/Computer(s) 150,000 Desktopfor Multimedia Classroom 8,000 199,500 Repairs&Replacements This project consists ofreplacing airconditioning units atACES.(GIL#190-6010-569.64-20) Restroom renovation $ 35,000 Awning addition 3,000 Replace 25 ton HVAC unit atACES 55,000 Capital Outlay 7400 500 27 i 2 D FX FLLEHCEClN SCI V, THIS PAGE HAS INTENTIONALLY BEEN LEFT BLANK 28 CITY OF AVENTURA AVENTURA CITY OF EXCELLENCE SCHOOL OPERATING AND CAPITAL BUDGET FISCAL YEAR 2022/2023 fX ILLENCECSCW"" ADOPTING ORDINANCE 29 ORDINANCE NO. 2022- AN ORDINANCE OF THE CITY OF AVENTURA, FLORIDA, ADOPTING THE ATTACHED CHARTER SCHOOL OPERATING AND CAPITAL BUDGET FOR THE AVENTURA CITY OF EXCELLENCE SCHOOL FOR FISCAL YEAR 2022/2023 (JULY 1 —JUNE 30), PURSUANT TO SECTION 4.05 OF THE CITY CHARTER; AUTHORIZING EXPENDITURE OF FUNDS ESTABLISHED BY THE BUDGET; PROVIDING FOR BUDGETARY CONTROL; PROVIDING FOR PERSONNEL AUTHORIZATION; PROVIDING FOR GIFTS AND GRANTS; PROVIDING FOR AMENDMENTS; PROVIDING FOR ENCUMBRANCES; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, AS FOLLOWS: Section 1. The 2022/2023 Operating and Capital Improvement Program Budget for the Aventura City of Excellence School, a copy of said budget being attached hereto and made a part hereof as specifically as if set forth at length herein, be and the same is hereby established and adopted. Section 2. Expenditure of Funds Appropriated in the Budget Authorized. Funds appropriated in the Budget may be expended by and with the approval of the City Manager in accordance with the provisions of the City Charter and applicable law. Funds of the City shall be expended in accordance with the appropriations provided in the Budget adopted by this Ordinance and shall constitute an appropriation of the amounts specified therein. Supplemental appropriations or the reduction of appropriations, if any, shall be made in accordance with Section 4.07 of the City Charter. Section 3. Budgetary Control. The Budget establishes a limitation on expenditures by department total. Said limitation requires that the total sum allocated to the Charter School department for operating and capital expenses may not be increased or decreased without specific authorization by a duly-enacted Resolution affecting such amendment or transfer. Therefore, the City Manager may authorize transfers from one individual line item account to another, so long as the line item accounts are within the same department and fund. 30 Section 4. Personnel Authorization. The "Personnel Allocation Summary" enumerates all authorized budgeted positions. However, the City Manager may amend said authorized budgeted positions in order to address the operating needs of the department so long as sufficient budgeted funds are available. Section 5. Grants and Gifts. When the City of Aventura receives monies from any source, be it private or governmental, by Grant, Gift, or otherwise, to which there is attached as a condition of acceptance any limitation regarding the use or expenditures of the monies received, the funds so received need not be shown in the Operating Budget nor shall said budget be subject to amendment of expenditures as a result of the receipt of said monies, but said monies shall only be disbursed and applied toward the purposes for which the said funds were received. To ensure the integrity of the Operating Budget, and the integrity of the monies received by the City under Grants or Gifts, all monies received as contemplated above must, upon receipt, be segregated and accounted for based upon generally accepted accounting principles and where appropriate, placed into separate and individual trust and/or escrow accounts from which any money drawn may only be disbursed and applied within the limitations placed upon the Gift or Grant as aforesaid. Section 6. Amendments. Upon the passage and adoption of the Charter School Fund Budget for the City of Aventura, if the City Manager determines that the Department Total will exceed its original appropriation, the City Manager is hereby authorized and directed to prepare such Ordinances as may be necessary and proper to modify any line item from the Budget hereby. Section 7. Encumbrances. All outstanding encumbrances at June 30, 2022 shall lapse at that time; and all capital outlay encumbrances and/or capital outlay expenditures not spent during the fiscal year may be re-appropriated in the 2022/2023 fiscal year. Section 8. Severability. The provisions of this Ordinance are declared to be severable and if any section, sentence, clause or phrase of this Ordinance shall for any reason be held to be invalid or unconstitutional, such decision shall not affect the validity of the remaining sections, sentences, clauses, and phrases of this Ordinance but they shall 31 remain in effect, it being the legislative intent that this Ordinance shall stand notwithstanding the invalidity of any part. Section 9. Effective Date. This Ordinance shall be effective immediately upon adoption on second reading. The foregoing Ordinance was offered by Commissioner who moved its adoption on first reading. This motion was seconded by Commissioner and upon being put to a vote, the vote was as follows: Commissioner Rachel S. Friedland Commissioner Billy Joel Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Marc Narotsky Vice Mayor Robert Shelley Mayor Enid Weisman The foregoing Ordinance was offered by Commissioner who moved its adoption on second reading. This motion was seconded by Commissioner _ and upon being put to a vote, the vote was as follows: Commissioner Rachel S. Friedland Commissioner Billy Joel Commissioner Denise Landman Commissioner Dr. Linda Marks Commissioner Marc Narotsky Commissioner Robert Shelley Mayor Enid Weisman 32 PASSED on first reading this 12th day of May, 2022. PASSED AND ADOPTED on second reading this 14th day of June, 2022. ENID WEISMAN, MAYOR ATTEST: ELLISA L. HORVATH, MMC CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY 33 i 2 ii D • VENTURA CM CE11ENCE SCK0 AVENTURA CITY OF EXCELLENCE SCHOOL 3333 NE 1881h Street Aventura, Florida 33180 Telephone: (305) 466-1499 Fax: (305) 466-1339 Website: www.aventuracharter.org CITY OF "ENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: City Commission, Acting in its Capacity as the Governing Board for the Aventura City of Excellence School (ACES) FROM: Ronald J. Wasson, City Manager ;' DATE: May 13, 2022 SUBJECT: Disqualification List of Certain Individuals May 19, 2022 ACES Governing Board Meeting Agenda Item 5 On June 21, 2021, Governor DeSantis signed House Bill 131, which amended sections 1001.10, 1001.42, 1001.51, 1002.33, 1002.421, 1006.061, 1012.27, 1012.31, 1012.315, 1012.795, 1012.796, and 1012.797, F.S., with an effective date of July 1, 2021. The law requires the Department of Education to create and maintain a Disqualification List that will be used as a screening tool for charter schools that participate in state scholarships. This Policy is to ensure the charter school governing board (the "Governing Board") will comply with the newly created "Disqualification List" which will require the Board to both report qualified employees to the list and check the list for ineligible candidates prior to employment. If you have any questions, please contact me. RJW/act Attachment CCO2070-22 [GOVERNING BOARD] POLICY: DISQUALIFICATION LIST OF CERTAIN INDIVIDUALS EFFECTIVE DATE: On June 21, 2021, Governor DeSantis signed House Bill 131, which amended sections 1001.10, 1001.42, 1001.51, 1002.33, 1002.421, 1006.061, 1012.27, 1012.31, 1012.315, 1012.795, 1012.796, and 1012.797, F.S., with an effective date of July 1, 2021. The law requires the Department of Education to create and maintain a Disqualification List that will be used as a screening tool for charter schools that participate in state scholarships. This Policy is to ensure the charter school governing board (the "Governing Board") will comply with the newly created "Disqualification List" which will require employing entities, for purposes of this Policy such as the Governing Board,to both report qualified employees to the list and check the list for ineligible candidates prior to employment. Ineligible candidates would have committed offenses listed in section 1012.315, F.S., or engaged in sexual misconduct with a student. The Policy will also provide a list of definitions, including sexual misconduct, instructions for reporting an individual, removing an individual and executing separation affidavits. A. Definitions. a. In this Policy, the terms are defined as follows: i. "Clear and convincing evidence or material" means evidence relied upon at hearing, or the material or information relied upon in the absence of a hearing, such as videos, witness statements, and admissions, is of such weight and credibility that they produce a firm belief, without hesitancy of a fact; ii. "Conviction" means an adjudication of guilt by a court, after a determination of guilt by verdict or a plea of guilt; as well as where a person is found guilty, plead guilty or plead nolo contendere and adjudication of guilt is withheld; iii. "Covered position" means a position held by instructional personnel, administrative personnel and educational support persons, as defined by s. 1012.01(2), (3) and (6), F.S., and as determined by the charter school which may include, but is not limited to,those positions listed in "Exhibit A" attached hereto; iv. "Department" means the Department of Education; v. "Educator certificate" means any certificate awarded under s. 1012.55, F.S., and identified in Rule 6A-4.002, F.A.C.; vi. "Employment" or "employed' means any person performing services in a covered position for the charter school school, regardless of whether the person is hired and paid directly by the charter school, or hired and paid through a contract the charter school has with a third Party vii. "Reporting entity" for purposes of this policy is the charter school governing board Page 1 of 8 2090638v2 980058.0001 viii. "Sexual misconduct with a student" means any behavior or act, whether physical, verbal or electronic, by a person in a covered position with a prekindergarten through 12th grade student,regardless of the age or consent of the student, which is intended to erotically stimulate either person or which is likely to cause such stimulation. Examples of sexual misconduct with a student may include all of the following conduct: 1. Making lewd or lascivious remarks to a student or performing such acts in the presence of a student; 2. Kissing a student, intentionally touching a student's breast(s) or sexual organs, regardless of whether the student is clothed; 3. Sending, providing or exchanging nude or semi-nude pictures with a student or a request for the same; and 4. Any attempt to engage, or offer to engage, a student in any behavior or act which would constitute sexual misconduct with a student, if completed. B. The Role of the Governing Board. a. The Governing Board will ensure that only persons subject to the Disqualification List are submitted to the Department for placement on the Disqualification List. b. The City Manager or Designee shall be responsible for providing information and responding to Department inquiries related to the Disqualification List. C. Reporting Requirements of the Governing Board. a. In order to submit a person for inclusion on the Disqualification List, the Governing Board will issue and maintain a written report adopted in accordance with the procedures set forth herein. b. After investigation by City Manager or Designee, the Governing Board shall cause a final order or written report to be issued by the Governing Board which shall include the following information: i. A determination that the person is ineligible for employment with Governing Board or related entity; ii. The determination is based upon a finding, supported by clear and convincing evidence or material, that the person committed either sexual misconduct with a student, as defined by this Policy, or has been convicted, as defined by this Policy, of one of the crimes listed ins. 1012.315, F.S.; and iii. The sexual misconduct or crime occurred on or after June 1, 2022, while the person was employed by the reporting entity in a covered position. c. The Governing Board then, following the issuance of the written report or final order, shall utilize the reporting website provided by the Department at http://fldoe.or /g disqualificationtist and the report, separate from the written report noted above, shall include the following: i. The name, date of birth and last four numbers of the social security Page 2 of 8 2090638v2 980058.0001 number of the person to be included on the list; ii. The date and number of the final order or report; iii. The information that must be included in the final order or report as noted herein iv. Confirmation that the person was provided written notice of the consequence of placement on the Disqualification List, as set forth in the capitalized language found in this Policy. D. Procedural Process. a. In order to ensure that any person submitted for inclusion on the Disqualification List by Governing Board receives a level of process comparable to persons submitted by a school district, prior to submission of a person for the list, the Governing Board has adopted the following procedures: i. The Governing Board shall provide written notice to the individual that the Governing Board intends to submit the person for inclusion on the Disqualification List at least ten (10) days prior to the submission to the Department; ii. The written notice provided to the individual will include the reason for potential inclusion on the Disqualification list for a reason included in Florida Statutes or Florida Administrative Code. iii. If the individual intends to dispute the intended action by the Governing Board for submission to the Disqualification List, the individual submitted for inclusion on the Disqualification List then has five (5) calendar days to provide a written response (the "Response") to the Governing Board which shall include any and all evidence contrary to the notice provided by the Governing Board. The Response must include all exhibits and/or witness statements in support of the individual's position contrary to the Governing Board's notice as no other evidence will be received by the Governing Board following submission of the Response. iv. Upon receipt of the Response, the Governing Board shall set the matter on the next available Governing Board public agenda for final disposition by the Governing Board (the "Hearing"). The Governing Board will provide written notice to the individual of the opportunity to contest the intended action and the date of the Governing Board. The individual shall be given ten (10) minutes to present its case to the Governing Board,not including the response time to any questions from the Governing Board. The individual will not be permitted to bring any additional witnesses or present any additional evidence not already included in the Response. v. The Hearing shall be presided over by the City Manager or designee, who shall, at the Hearing, disclose any and all conflicts of interest and relationship to the individual. The Presiding Officer shall be a neutral party and the recommendation and determination shall be made by the Presiding Officer for adoption by the Governing Board where the intended action is contested. Page 3 of 8 2090638v2 980058.0001 vi. The Governing Board, in accordance with the procedures above, shall issue a written report that includes the information and findings which caused the person to be included on the Disqualification List based upon a finding, supported by clear and convincing evidence or material, that the person committed either sexual misconduct with a student, as defined by this rule, or has been convicted, as defined by this rule, of one of the crimes listed in s. 1012.315, F.S.; and vii. ; including any consideration of the Response or evidence presented at the Hearing. viii. The Governing Board shall report a person to the Disqualification List within 48 hours of the date when the final order or report is final and filed with the Governing Board. ix. The Governing Board will provide written notice to any individual submitted for inclusion on the Disqualification List either by certified mail to the last known address, in person, or via electronic mail of the consequences of inclusion on the list, and shall include the following statement: "ANY PERSON ON THE DISQUALIFICATION LIST MAINTAINED BY THE FLORIDA DEPARTMENT OF EDUCATION UNDER S. 1001.10(4), F.S., MAY NOT SERVE OR APPLY TO SERVE AS AN EMPLOYEE OR CONTRACTED PERSONNEL AT A PUBLIC SCHOOL OR PRIVATE SCHOOL THAT PARTICIPATES IN A STATE SCHOLARSHIP PROGRAM UNDER CHAPTER 1002, F.S. A PERSON WHO KNOWINGLY VIOLATES THIS PROVISION COMMITS A FELONY OF THE THIRD DEGREE, PUNISHABLE AS PROVIDED IN S. 775.082, F.S., OR S. 775.083, F.S." x. The Governing Board shall permanently maintain all records related to the determination to submit a person for inclusion on the Disqualification List. E. Removal from Disqualification List. The process for submitting, considering and ruling upon a request for removal from the Disqualification List is set forth below. a. A request for removal maybe submitted by the Governing Board that submitted the person for the list and must: i. Be in writing and submitted to the list accessible at http://fldoe.org/disqualificationlist; ii. Identify which paragraph of s. 1001.10(4)(c), F.S., is relied upon for the request for removal and provide details demonstrating the basis of removal; iii. Include a copy of the final order or report which resulted in placement on the list and the current address of the Governing Board; and iv. Include certified or notarized documentary evidence supporting the request. b. It is understood by the Governing Board and any individual previously reported to the Disqualification List that removal from the disqualification list is subject to the sole and absolute discretion of the Department. Page 4 of 8 2090638v2 980058.0001 F. Effective Date. a. This policy became effective , 2022. The Governing Board reserves the right to change provisions of this Policy at any time in the future. G. Applicable State Laws a. FLA. STAT.ANN§ 1001.10, 1001.42,1001.51, 1002.33, 1002.421,1006.061, 1012.27, 1012.31, 1012.315, 1012.795, 1012.796, and 1012.797. Page 5 of 8 2090638v2 980058.0001 EXHIBIT A COVERED EMPLOYEES 1. INSTRUCTIONAL PERSONNEL. "Instructional personnel" means any K-12 staff member whose function includes the provision of direct instructional services to students. Instructional personnel also includes K-12 personnel whose functions provide direct support in the learning process of students. Included in the classification of instructional personnel are the following K-12 personnel: a. Classroom teachers.—Classroom teachers are staff members assigned the professional activity of instructing students in courses in classroom situations, including basic instruction, exceptional student education, career education, and adult education, including substitute teachers. b. Student personnel services.—Student personnel services include staff members responsible for: advising students with regard to their abilities and aptitudes, educational and occupational opportunities, and personal and social adjustments; providing placement services; performing educational evaluations; and similar functions. Included in this classification are certified school counselors, social workers, career specialists, and school psychologists. c. Librarians/media specialists.—Librarians/media specialists are staff members responsible for providing school library media services. These employees are responsible for evaluating, selecting, organizing, and managing media and technology resources, equipment, and related systems; facilitating access to information resources beyond the school;working with teachers to make resources available in the instructional programs; assisting teachers and students in media productions; and instructing students in the location and use of information resources. d. Other instructional staff.—Other instructional staff are staff members who are part of the instructional staff but are not classified in one of the categories specified in paragraphs (a)-(c). Included in this classification are primary specialists, learning resource specialists, instructional trainers, adjunct educators certified pursuant to s. 1012.57, and similar positions. e. Education paraprofessionals.—Education paraprofessionals are individuals who are under the direct supervision of an instructional staff member, aiding the instructional process. Included in this classification are classroom paraprofessionals in regular instruction, exceptional education paraprofessionals, career education paraprofessionals, adult education paraprofessionals, library paraprofessionals, physical education and playground paraprofessionals, and other school-level paraprofessionals. 2. ADMINISTRATIVE PERSONNEL.—"Administrative personnel" includes K-12 personnel who perform management activities such as developing broad policies for the governing board and executing those policies through the direction of personnel at all levels within the district. Administrative personnel are generally high-level, responsible personnel who have been assigned the responsibilities of systemwide or schoolwide functions, comparable to positions such as superintendents, assistant superintendents, Page 6 of 8 2090638v2 980058.0001 deputy superintendents, school principals, assistant principals, career center directors, and others who perform management activities. Broad classifications of K-12 administrative personnel are as follows: a. instructional administrators.—Included in this classification are persons with administrative or policymaking duties who have broad authority for management policies and general school operations related to the instructional program. Such personnel often report directly to the school superintendent and supervise other administrative employees. This classification includes assistant, associate, or deputy superintendents and directors of major instructional areas, such as curriculum, federal programs such as Title I, specialized instructional program areas such as exceptional student education, career education, and similar areas. b. noninstructional administrators.—Included in this classification are persons with administrative or policymaking duties who have broad authority for management policies and general school operations related to the noninstructional program. Such personnel often report directly to the governing board and supervise other administrative employees. This classification includes assistant, associate, or deputy superintendents and directors of major noninstructional areas, such as personnel, construction, facilities, transportation, data processing, and finance. c. School administrators.—Included in this classification are: i. School principals or school directors who are staff members performing the assigned activities as the administrative head of a school and to whom have been delegated responsibility for the coordination and administrative direction of the instructional and noninstructional activities of the school. This classification also includes career center directors. ii. Assistant principals who are staff members assisting the administrative head of the school. This classification also includes assistant principals for curriculum and administration. d. EDUCATIONAL SUPPORT EMPLOYEES. "Educational support employees" means K-12 employees whose job functions are neither administrative nor instructional, yet whose work supports the educational process. i. Other professional staff or nonadministrative/noninstructional employees are staff members who perform professional job functions which are nonadministrative/noninstructional in nature and who are not otherwise classified in this section. Included in this classification are employees such as doctors, nurses, attorneys, certified public accountants, and others appropriate to the classification. (b) Technicians are individuals whose occupations require a combination of knowledge and manual skill which can be obtained through about 2 years of post-high school education, such as is offered in many career centers and Florida College System institutions, or through equivalent on-the-job training. (c) Clerical/secretarial workers are individuals whose job requires skills and training in clerical- type work, including activities such as preparing,transcribing, systematizing, or preserving written communications and reports or operating equipment performing those functions. Included in this classification are secretaries, bookkeepers, messengers, and office machine operators. (d) Skilled crafts workers are individuals who perform jobs which require special manual skill and a thorough and comprehensive knowledge of the processes involved in the work which is Page 7 of 8 2090638v2 980058.0001 acquired through on-the-job training and experience or through apprenticeship or other formal training programs. Lead workers for the various skilled crafts areas shall be included in this classification. (e) Service workers are staff members performing a service for which there are no formal qualifications, including those responsible for: cleaning the buildings, school plants, or supporting facilities; maintenance and operation of such equipment as heating and ventilation systems; preserving the security of school property; and keeping the school plant safe for occupancy and use. Lead workers in the various service areas shall be included in this broad classification. Page 8 of 8 2090638v2 980058.0001 CITY OF "ENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: City Commission, Acting in its Capacity as the Governing Board for the Aventura City of Excellence School (ACES) FROM: Ronald J. Wasson, City Manager ;' DATE: May 13, 2022 SUBJECT: Master School Safety Plan for the 2022-23 School Year May 19, 2022 ACES Governing Board Meeting Agenda Item 6 In accordance with Marjory Stoneman Douglas High School Public Safety Act, the attached is the Master School Safety Plan ("Safety Plan") for the Aventura City of Excellence School (ACES). Aventura, in partnership with Charter Schools USA ("CSUSA") and CLPS Consultancy Group, shall review this Safety Plan for the upcoming school year by July 15t". The School Safety Officer (or designee) shall distribute this Safety Plan to school administrators by August 1st If you have any questions, please contact me. RJW/act Attachment CCO2069-22 City of Aventura Commission Governing Board MASTER SCHOOL SAFETY PLAN 2022-23 SY INTRODUCTION In accordance with Marjory Stoneman Douglas High School Public Safety Act, the following is the City of Aventura Commission Governing Board ("Aventura") Master School Safety Plan (Safety Plan) for its schools. The Safety Plan, in conjunction with individual school building safety plans and the protocols included in the building-level plans,constitutes the Safety Plan.The Safety Plan, including each school building-level safety plan,is confidential and exempt from the Florida Public Records Act pursuant to FI. Stat. Section 119.071(3)(a). This Safety Plan may not be disclosed to any party other than necessary school employees and law enforcement. Aventura, in partnership with Charter Schools USA ("CSUSA" and CLPS Consultancy Group, shall annually review this Safety Plan and recommend any changes for the upcoming school year by July 15t" of each year. The School Safety Officer (or designee) shall distribute this Safety Plan to school administrators by August 15t of each year. In addition, each school building principal (or designee) shall, on an annual basis, appoint a Building-level Emergency Response Team, School Threat Assessment Team, and School Medical Response Team. The teams should include, but are not limited to, school administrators, teachers, staff, mental health professionals, school safety officer (SSO/SRO) or School Guardian and law enforcement. Aventura Shall Designate a School Safety Officer who shall: 1. Review policies and procedures for compliance with state law and rules,including the timely and accurate submission of school environmental safety incident reports. 2. Provide the necessary training and resources to students and school staff in matters relating to youth mental health awareness and assistance; emergency procedures, including active shooter training; and school safety and security 3. Serve as the Board's liaison with local public safety agencies and national, state, and community agencies and organizations in matters of school safety and security 4. Conduct a school security risk assessment at each school using the Florida Safe Schools Assessment Tool. Based on the assessment findings,the School Safety Officer shall provide recommendations to the board which identify strategies and activities that the board should implement in order to address the findings and improve school safety and security. Annually, the board must receive such findings and the School Safety Officer's recommendations at a publicly noticed board meeting to provide the public an opportunity to hear the board members discuss and take action on the findings and recommendations. School Safety Officer shall report such findings and board action to the Office of Safe Schools within 30 days after the board meeting. 5. School Safety Officer shall coordinate with the appropriate public safety agencies, as defined in s. 365.171 that are designated as first responders to a school's campus to conduct a tour of such campus once every 3 years and provide recommendations related to school safety.The recommendations by the public safety agencies must be Master Safety Plan I Charter Schools USA considered as part of the recommendations by the School Safety Officer pursuant to paragraph 4 above. 6. As provided by F.S. 1006.07(6)(a)1, the School Safety Specialist is responsible for supervision and oversight for all school safety and security personnel, policies and procedures within the school district and act as the point of contact for each district's School Safety Specialist. I. GENERAL PROCEDURES Aventura and CSUSA will endeavor to work at all times in a spirit of cooperation with local public safety officials to protect students and staff. In an emergency, the building-level Emergency Response Team will immediately respond. The principal (or designee) shall immediately notify the Florida State Director (or designee) when the team is activated. Local law enforcement and other emergency responders will be notified in accordance with the procedures outlined in the Emergency Management Safety Plans. School leadership will ensure that staff is trained to identify and respond to threats to school safety. School leadership will ensure that staff is trained regarding all safety and accountability procedures. School shall identify the individuals responsible for contacting the primary emergency response agency and the party responsible for notifying CSUSA executive staff for each type of emergency. As provided in Section 1006.12, F.S., school districts are required to establish or assign at least one safe-school officer at each school facility. A school facility means a public K-12 school, including a charter school, with a Master School Identification Number (MSID) number as provided under Rule 6A-1.0016, F.A.C. Districts must establish a policy for safe-school officer assignment outside of the regular school day, including during before and after school, summer school, during extracurricular activities, and for school-sponsored events. In establishing this policy, districts must consider factors such as the number of persons present, the ratio of staff members to students, and other safety measures available. A notice shall be posted, in a place readily seen by students, stating that a student's locker or other storage area is subject to search, upon reasonable suspicion, for prohibited or illegally possessed substances or objects. Schools shall conduct a campus tour by first responders every three years. Schools shall install a mobile suspicious activity reporting tool on each student issued mobile device and have the website bookmarked on all computer devices issued to students. All incidents related to school safety and discipline shall be immediately reported and all disciplinary action required to be reported pursuant to School Environmental Safety Incident Reporting System (SESIR) shall be done in a timely manner. Model emergency management and emergency preparedness procedures shall be established, including emergency notification procedures for the following life-threatening emergencies: • Weapon-use, hostage,and active shooter situations.The active shooter situation training for each school must engage the participation of the School Safety Officer, threat assessment team members, faculty, staff, and students and must be conducted by the Master Safety Plan I Charter Schools USA law enforcement agency or agencies that are designated as first responders to the school's campus. • Hazardous materials or toxic chemical spills. • Weather emergencies, including hurricanes,tornadoes, and severe storms. • Exposure as a result of a manmade emergency. Schools shall implement a procedure to ensure that upon transfer to a different school,the threat assessment team verifies that any intervention services provided to the student remain in place until the threat assessment team of the receiving school independently determines the need for intervention services. All Aventura schools are required to maintain current school listings in the FortifyFL application, including school name, address, and MSID number. School districts are required to update FortifyFL within five (5) school days of a school opening or closing, or when any other change occurs that impacts the accuracy of district-provided information.The Director of Security will be notified of any changes to personnel at a Aventura school who are authorized to receive FortifyFL tips through the system.The Security Director has obtained administrative privileges through the Office and Safe Schools and will update school personnel within the system to receive FortifyFL leads/tips and follow up to ensure Aventura schools address these tips. All Aventura schools are required to maintain current contact information (telephone number and email address) in the FortifyFL application for each school's administrator and for the school safety specialist. They are required to promote FortifyFL, as provided in Section 943.082(4)(b), F.S.This includes: • Advertise FortifyFL on the district website, on school campuses, in newsletters, and in school publications; • Install the FortifyFL app on all mobile devices issued to students; and • Bookmark the FortifyFL website on all computer devices issued to students. a. Emergency Management Safety Plans Each school building shall have an Emergency Management Safety Plan (EMSP)which will detail procedures to be followed if an incident occurs at a school or occurs outside the school that could impact school safety and security. The EMPS will be reviewed annually by the Board and distributed to all staff. The EMPS contains protocols for various natural and human caused threats, hazards, and emergencies. These plans will be reviewed annually by the CSUSA security director and schools for accuracy and to update personnel changes in the EMSP. b. Building Information for Public Safety Agency/First Responders Annually,each school's facilities manager(or designee)shall provide copies of site plans/ floor plans and maps to jurisdictional law enforcement agency and fire department Police and shall document that this was completed and which agencies have copies of the site plans Access to the campus/buildings will also be provided to first responders, such as building keys or access swipe cards. In addition, each SRO/SSO/Guardian shall be provided a Duty Book when assigned to work at a school. Master Safety Plan I Charter Schools USA c. Building-Level Emergency Protocols Each school shall be guided by the building/campus-specific protocols in its EMSP. The protocols outlined shall be used to respond to natural and human-caused hazards, threats, and emergencies. This includes, but is not limited to: — Holding students, staff, and visitors at their current locations so short-term emergencies on campus can be dealt with; — Evacuating students, staff, and visitors to predesignated evacuation staging areas, on and off campus; — Sheltering students,staff,and visitors from severe weather emergencies or other external hazards; — Locking-out the school from external hazards, such as dangerous police activities, suspicious persons, or other outside threats; — Locking-down inside rooms from internal threats, such as an active attacker, shooter, or armed intruder; — Reunifying students with their parents/guardians during emergency situations; — Establishing redundant internal and external emergency communication systems, including an anonymous reporting system for students; — Establishing a chain of command at the school consistent with the National Incident Management System (NIMS); — Coordinating mental health services to assure that the school has access to federal, state, and local mental health resources; — Conducting safety drills and other exercises to test elements of the emergency management plan; and — Securing and restricting access to the campus and/or building, including the roof and a policy identifying who is allowed access to the roof. — A system of emergency mass communication throughout the school — A campus access policy d. Daily Measures/Accountability In addition to the preceding emergency protocols, all staff members are expected to adhere to common sense basic safety measures. These measures must be performed daily by Master Safety Plan I Charter Schools USA school staff and become part of the "school culture" with the purpose of creating a safe school environment. Required daily safety measures include: — All authorized staff members will carry their classroom/office keys/swipe cards at all times; — All staff members will wear a School -issued photo identification badges and/or wear a School -issued shirt displaying the school logo; — Each teacher/staff member who occupies a room or area must scan the room or area upon first entering. If the door is open, the classroom teacher will remain near the door until it is closed. Classroom doors will remain locked at all times unless the teacher is physically standing at the doorway; — The principal (or designee)will be notified immediately if anything looks suspicious on campus; — After the designated start time of the school day, each school will be appropriately secured; — All visitors must report to each building's designated access control entry point(s),such as a security station before being allowed to proceed further into the building; — All contractors assigned to work in any building must comply with the Jessica Lunsford Act (Act) and must either undergo a Level 2 background check or be accompanied by staff while on campus, as appropriate pursuant to the Act. Contractors will receive an identification badge,which must be visible at all times while on campus. — School Leadership must ensure that all staff are properly trained and empowered to identify threats to school safety; through appropriate infrastructure, communicate threats to mitigate harm to others; and know how to react to threats. Proper documentation must be retained regarding reporting, assessment, and follow-up. e. Safety&Security Policies& Procedures — Within every school's EMSP are Policies that must be acknowledged prior to the start of the school year by the principal or their equivalent designee. — These policies align with recommended policies listed within the Florida Safe Schools Assessment Tool (FSSAT). Each policy contains general guidance based upon recognized national best standard protocols and recommended strategies from the MSD Commission Final Report. Master Safety Plan I Charter Schools USA — These policies include but are not limited to the following: After Hours; 911; Campus Monitor; Campus Access; Backup Communications; Key Control; Deliveries; Gates; Security Sweeps; Release of Students to Parents; PA Systems; Roof Access; Unauthorized Access and; Visitor Management. Each school can add additional policies and/or procedures as needed and/or required. — Aventura and CSUSA requires that every school complete the FSSAT and submit it for review annually by the Director of Security and/or the guidelines and deadlines assigned by the school district. Each year, the school safety specialist must complete a school security risk assessment on or before October 1 at each public school in their district using the FSSAT, as provided in Section 1006.07(6)(a)4., F.S., and Section 1006.1493, F.S. Pursuant to H.B. 1421, all Aventura and CSUSA schools will develop a model family reunification plan for use by childcare facilities, public K-12 schools, and public post- secondary educational institutions that are closed or unexpectedly evacuated due to a natural or manmade disaster.This model plan shall be reviewed annually and updated,as applicable within each Aventura and CSUSA school's Emergency Management Plan in the CLPS portal. The Director of Security will assist schools in creation and implementation of their Reunification Plan and will provide training to all Aventura and CSUSA schools on how to create said plan. II. PREVENTION AND INTERVENTION STRATEGIES a. Threat Assessment Teams Each school must adopt policies, consistent with this rule and with model policies developed by the Office of Safe Schools, for the establishment of threat assessment teams at each school. Each school's threat assessment team must include persons with expertise in counseling, instruction, school administration, and law enforcement, as provided in Section 1006.07(7)(a), F.S. I. The counseling team member must be a school-based mental health services provider that is able to access student mental health records. II. The law enforcement team member must be a sworn law enforcement officer, as defined by Section 943.10(1), F.S., including a School Resource Office, school-safety officer, or other active law enforcement officer. At a minimum, a law enforcement officer serving on a threat assessment team must have access to local Records Management System information, the Criminal Justice Information System, and the Florida Crime Information Center and National Crime Information Center databases. Officers serving on school-based threat assessment teams must also have clearance to review Criminal Justice Information and Criminal History Record Information. III. A school guardian, as defined under Section 1006.12(3), F.S., or a school security guard, as defined under Section 1006.12(4), F.S., may not serve as the law enforcement member of a threat assessment team. IV. Each school-based threat assessment team must use the Comprehensive School Threat Assessment Guidelines (CSTAG) model to assess the behavior of persons who may pose a threat to school staff or students and to coordinate intervention and services for such persons. All threat assessment team members must be trained on the CSTAG model. Master Safety Plan I Charter Schools USA Beginning with the 2022-23 school year,threat assessment teams at each school must be fully staffed and all team members must complete CSTAG training before the start of the school year. Those appointed to threat assessment teams after the start of the school year must complete CSTAG training within ninety(90) days of appointment. Each school-based threat assessment team must meet as often as needed to fulfill its duties of assessing and intervening with persons whose behavior may pose a threat to school staff or students, but no less than monthly. Each school must ensure that all threat assessment teams in the district report to the Office of Safe Schools and/or their individual district on the team's activities during the previous school year. The district school safety specialist must ensure all schools in the district timely report information required by this paragraph. Information described below is due by October 1 and must be reported using the FSSAT: • For the 2021-22 school year, the total number of threat assessments conducted,the number of transient threats, and the number of substantive threats. • Beginning in the 2022- 23 school year, the information required by subparagraph (10)(g)1. and the gender, race, and grade level of all students assessed by the threat assessment team. Each school must establish policies to provide notification to parents of threats and unlawful acts or significant emergencies as defined in Section 1006.07(4)(b), F.S.,that occur on school grounds, during school transportation, or during school-sponsored activities in coordination with their local school district's policies and Codes of Conduct. These policies must address the timing,content,scope,and manner of notification, circumstances when law enforcement must be consulted, and the person or entity with responsibility for parental notification, and involvement of the threat assessment team. In making these determinations, district policies must take into consideration the nature of the reported threat or incident,whether the threat or incident is ongoing or resolved,whether the threat is transient or substantive,and whether there is an imminent threat of harm to students and the campus community. Notifications must be made in accordance with the Family Educational Rights and Privacy Act (FERPA), 20 U.S.C. s. 1232g, 34 C.F.R. Part 99, and Section 1002.22, F.S. In the case of an imminent threat of harm to students, including an active assailant incident or hostage situation, notification to parents must be made as soon as practicable. Such notification should be made in consultation with local law enforcement and first responders in order to avoid compromising the safety of students and the efficacy of the emergency response and investigation. In determining the content of notifications to parents, districts must consider including specific information about the threat or incident necessary to inform parents and safeguard the community as determined by the threat assessment team, or other person or entity responsible for parent notification. Such information may include the date and time of the incident, the location and nature of the threat or incident, how and whether the threat or incident was resolved, a description of the suspect (where applicable), crime prevention and safety tips, and crime and threat reporting information. b. Identification of Sites of Potential Emergency Master Safety Plan I Charter Schools USA The School Safety Officer(or designee) in conjunction with local police will identify areas outside of school property which may affect operations during an emergency. Factors that are to be considered include population, presence of hazardous materials, potential for emergency based on national trends, and proximity to school property. The identification of sites of potential emergency outside of school property will be continuously assessed by local officials in collaboration with the School Safety Officer to ensure emergency plans are current and appropriate. School Safety Officer or designee will conduct a safety and security sweep of the school prior to the commencement of each school day. b. Identification of School Resources School resources (i.e., disaster kits) are to be available in each building and stored in accessible locations. Each building will designate a Command Post(s) (CP), where the Building Level Emergency Response Team can work from during an emergency.The list,which is not meant to be inclusive, requires the following items at each school: • Copy of school-wide key contact Information and emergency telephone numbers; • Copy of the Building-Level Emergency Management Safety Plan; • Building maps,floor plans, and schematics; • Telephones (landline and cellular); • Communication capabilities (walkie-talkies, mobile app); • Battery-operated AM/FM radios (including a weather radio); • Flashlights (battery operated lighting sources); • Fax machine, photocopier, computer; • Student and staff rosters; • List of students with special needs and specific evacuation plans; • Information about emergency needs (e.g. students/staff that require medications, vehicular transportation issues, etc.); • Medical supplies (first aid and trauma kits); • Clean drinking water(i.e., bottled water) and non-perishable foods; and • Evacuation Go Bags. The school will, as appropriate, utilize all available manpower during an emergency. The Florida State Director (or designee) will, as appropriate, call in all available maintenance and custodial staff to provide support during an emergency. c. Organizational Chain of Command The Florida State Director (or designee) shall be responsible for the coordination of resources and manpower during emergencies. If it becomes necessary during an emergency,the Florida State Director will call upon the staff to provide all needed support. In the event that the Florida State Director is not available,the following positions are authorized to make decisions on behalf of the organization: —Area Directors — Deputy of Schools —CSUSA General Counsel Master Safety Plan I Charter Schools USA d. Student Transportation Safety Principal shall ensure that all transported students receive instruction in safe riding practices and rules of conduct and that these safety practices and rules are communicated to parents or guardians. e. Intervention Strategies Appropriate prevention and intervention strategies as practiced in each school shall include, but are not limited to, the following: — familiarization with the campus layout, security personnel and communications system, Non-violent conflict resolution training programs — Emergency management/threat assessment training programs — Anti-bullying/harassment programs — Threat Assessment Team should meet regularly, at least monthly, to review student data (both behavioral and academic) and receive regular training on threat assessments. The Student Code of Conduct provides for procedures regarding bullying, violence, and harassment and other prohibited student conduct.The Code shall be disseminated to all staff and students by the first week of school. The Code contains procedures to be followed by all school personnel regarding student conduct, reporting of violations, and penalties, procedures and referrals for all inappropriate behaviors as set forth in the Code. III. CONTACTING LAW ENFORCEMENT Local first responders are an integral part of the school's ability to manage crisis situations. The Principal (or designee) shall meet at least annually with respective law enforcement officials to review current policies and procedures, make recommendations for changes, if any, and plan for building-level training for both law enforcement and school staff. In addition,each principal shall establish a working relationship with local first responders and other security and emergency management professionals to discuss appropriate safety/security policies and procedures, including the reporting of incidents to appropriate authorities. Jurisdictional police or other emergency responders will be contacted if, the Principal (or designee),deems such outside assistance is necessary. In the event of an ongoing violent incident that threatens the safety and security of staff and students,the principal (or designee)will contact the police for assistance and notify the Florida State Director as soon as practicable. Other than an immediate crisis,actions with regards to contacting law enforcement will depend on the scope and nature of the crisis. Beginning in the 2022-23 school year, all Aventura and CSUSA schools will have immediate access to 911 emergency response through their mobile mass notification alert system in accordance with Alyssa's Law in all Florida schools. IV. CONTACTING PARENTS/GUARDIANS Master Safety Plan I Charter Schools USA • In the event of a crisis, or an incident requires an early dismissal of students from school, every effort will be made to notify parents. Principal shall notify the Area Director and as soon as practical, the Area Director (or designee) shall activate the emergency notification system that will provide relevant information. Parental notification procedures for a student involved in disciplinary situations shall be consistent with the Code of Conduct and shall be presented clearly and concisely to staff and students each year. When a student is involved in any violent situation, a parent or guardian shall be contacted as soon as practicable. Parents have a right to the timely notification of threats, unlawful acts, and significant emergencies. If there is a threat to the health and safety of students and faculty on school grounds, during school transportation, or during school-sponsored activities, the Principal, or designee,will provide parents with timely notification of the incident. In the case of an imminent threat of harm to students, including an active assailant incident or hostage situation, notification to parents must be made as soon as practicable. Such notification should be made in consultation with local law enforcement and first responders in order to avoid compromising the safety of students and the efficacy of the emergency response and investigation. The extent of the information provided in the notice will depend on the individual circumstances of the event. In determining the content of notifications to parents, school personnel must consider including specific information about the threat or incident necessary to inform parents and safeguard the community as determined by the threat assessment team, or the Principal. Notifications must be made in accordance with the Family Educational Rights and Privacy Act (FERPA), 20 U.S.C. s. 1232g, 34 C.F.R. Part 99, and Section 1002.22, F.S. It is the responsibility of all parents and guardians to ensure that emergency contact information for students is always up-to-date and complete. V. Physical Building Security Schools shall provide a physical environment, emergency equipment and supplies, and procedures/policies that school officials, in consultation with the first responders, and other security and emergency management professionals deem appropriate to safeguard the safety of all students, staff, and visitors who lawfully enter school property. Schools shall install and maintain appropriate signage, room numbers, building security systems, alarms, lighting, emergency communications, and locking systems; Visitors will be required to stop at a designated security station before being granted access into the school. Visitors will be required to produce a State issued photo identification. Their information will be entered into a visitor management system before they are permitted to enter the school. Visitors are required to wear a visible visitor badge at all times. Visitors not known to the school will be escorted to/from locations while inside the school. Visitors, such as parents that are known to the school, do not have to be escorted while inside the building after they have been screened by the visitor management system (i.e. Raptor). - Ongoing visual inspections and systematic maintenance of security systems, alarms, telephone and emergency communications systems, and locking devices will be performed; - Basic emergency procedures will be posted inside every classroom; Master Safety Plan I Charter Schools USA - Unoccupied classrooms, offices, and closets will be secured; Gates and/or fences around the school's perimeter will be secured, unless staffed or monitored by CCTV; Schools will store at least one AED on site; Schools will store at least ten trauma kits inside the building/campus. Schools shall have staff, security devices, and training that, in its judgment, are appropriate to safeguard students, staff, and visitors. This may include but not be limited to school resource officers, school safety officers, guardians, security personnel, monitors, aides, and other staff. VI. Building Safety/Security a. Staff Development and Student Management Issues Early detection can eliminate a significant percentage of potential crises. Therefore, school employees shall receive annual training about warning signs and symptoms of violent behavior. Such training shall be organized annually by the Florida State Director (or designee): — All newly hired crisis intervention staff, that will serve as a member of the Building-Level Emergency Response Team and threat assessment team (such as school psychologists, social workers, and counselors) shall be trained within 15 days of hire. b. School Safety and Security Training School shall maintain funds and other necessary resources for periodic multi-hazard training for staff. Training may include procedures for the review and conduct of drills and other exercises to test components of the emergency management plan, and may include the use of tabletop exercises,in coordination with security consultants, public safety agencies which include law enforcement and fire department. The School Safety Committee at each school shall meet at least four (4) times a year to review building safety issues, including but not limited to physical security issues, procedural questions, building access, sign-in procedures, and site-related issues. The School Threat Assessment Team shall meet monthly as required by Florida State Law. Other training shall be implemented as follows: 1. Employees The following training shall be provided to school administrators and staff: — Crisis intervention training; — Active assailant/shooter training; — Stop the bleed training; — Threat assessment team training; — Bullying prevention and intervention training; — Knowledge of school policies related to security training; and — Training in the use of security devices and procedures as appropriate. Master Safety Plan I Charter Schools USA 2. Students — Annual review of the code of conduct prior to beginning school year; — Annual review of school safety drills prior to beginning school year; — Classroom and/or assembly orientations on school security-related issues at the beginning of each school year; — Non-violent conflict intervention and peer mediation; and — Anti-bullying and cultural diversity and tolerance instruction. VII. IMPROVING COMMUNICATION AMONG STUDENTS, BETWEEN STUDENTS AND STAFF, AND REPORTING POTENTIALLY VIOLENT INCIDENTS a. Program to Improve Communication Programs to improve communication may include, but are not limited to: — Youth-run programs; — Anonymous reporting mechanisms for school violence prevention; — On-premises/local counseling resources; and — Other programs based on school needs. Consulting with students and staff, each principal (or designee) shall establish an appropriate mechanism for reporting school violence, threats of violence, suspicious activities, bullying, and harassment. Each threat assessment team shall report quantitative data on its activities to the Office of Safe Schools in accordance with guidance from the office. Principals (or designee) shall conduct a meeting with all students and staff at the beginning of each school year: — Inform them that they are expected at all times to conduct themselves in accordance with the Code of Conduct; — Inform them that they are expected to report all potentially violent incidents to a responsible adult; and — Inform them that staff will be available to discuss any concerns/problems. b. Response to Reports of Potentially Violent Incidents When a student or staff member becomes aware of implied or direct threats of violence by other students, he or she must report the threat immediately to a teacher, principal, the principal's designee, or other responsible adult at the school. The principal (or designee) shall investigate the report and determine if it is necessary to convene the Threat Assessment Team in order to make further inquiries about the threat. At the conclusion of a threat assessment investigation, the principal (or designee) shall consult the Florida State Director (or designee) to determine appropriate management which includes referrals, services and necessary follow up actions for the student. Disciplinary action, if any, will be in accordance with school policy and state laws. Master Safety Plan I Charter Schools USA c. Response to acts of violence Acts of violence requiring immediate response from building personnel shall be responded to in accordance with protocols found in the Building-Level Emergency Management Plan and once the situation is stabilized, acts of violence involving students shall be subject to processing under the disciplinary procedures in accordance with school policy. d.Communicating with Media During a security-related incident at school, all contact with the media will be handled by the Principal at the direction of the public relations firm or by the public relations firm directly. The media and public will be informed and updated as soon as practicable on all developments in statements released by the Florida State Director. Pupils, staff and parents should refer all questions and requests for information to the Florida State Director in order to assure the release of factual and current information. Appendix A-Safety and Security Standard Operating Procedures Appendix B-Risk Management School Safety Committees Appendix C—Active Assailant/Shooter Procedures Appendix D—MSD Security Policies Checklist Appendix E—SESIR Reporting Roles&Responsibilities Master Safety Plan I Charter Schools USA Appendix A Safety and Security Solutions and Procedures and School Safety Training and Procedures In furtherance of the implementation of the Master Safety Plan, the School shall also implement the following digitized program solutions and School Safety Training and Procedures: Safety and Security Solutions School Emergency Management Plan Solution The School Emergency Management Plan Solution is a multiplatform emergency preparedness and planning system. It is a comprehensive digitized program that aligns with the National Incident Management System and meets "best practice" standards for the all-hazards approach necessary to protect schools. The emergency management plan is customized for each school environment and allows authorized school administrators the ability to coordinate the essential components involved in emergency planning, training, and drilling. It includes school-specific emergency response procedures,designation of school safety teams,critical contact information, and other relevant information, such as floor plans, maps, and key documents. The principal(or designee)shall update the digital plan as appropriate by August 30`"of each year. All safety meetings, training, and drills must be logged into the digital plan by the principal (or designee) throughout the school year. School Threat Assessment Solution The School Threat Assessment Solution is a multiplatform threat assessment and management system designed to assist the school threat assessment team when investigating a student of concern. When a student or staff member becomes aware of implied or direct threats of violence by other students, he/she must report the threat immediately to the principal,assistant principal, or school dean. The principal (or designee)shall determine if it is necessary to convene the threat assessment team in order to make further inquiries about the threat. Each school has adopted a threat assessment team process that will systematically investigate student-made threats to determine apparent risk level of the student of concern. Threat assessment investigations are non-bias and conducted using standardized questionnaires. The purpose of a threat assessment investigation is to determine if a student poses a real danger to the school community or themselves after gathering information from multiple sources. School employees that are members of the school threat assessment team are required to complete the digital threat assessment team training course by August 30`" of each year. Newly hired employees—that will be assigned to the threat assessment team-are required to complete the digital threat assessment team training course within 15 days of hire. The principal (or designee) will manage the threat assessment program. They are responsible for providing members of the threat assessment team access to the digital training and ensuring they complete the training in a timely manner. If the school threat assessment team is activated and performs a threat assessment investigation, the principal(or designee)shall notify the Florida State Director (or designee)to inform them that a threat case was opened on a student of concern. The principal can start a threat assessment investigation if they deem it necessary without contacting the Master Safety Plan I Charter Schools USA Florida State Director in advance. At the conclusion of a threat assessment case, the principal should consult with the Florida State Director (or designee) to discuss the appropriate post- assessment management of the student of concern. Disciplinary action, if any, will be in accordance with school policy. The principal—and threat assessment team-should use the threat assessment software tool when conducting threat assessments. Reports of potentially violent incidents shall be shared with local law enforcement as soon as possible. School Emergency Preparedness Training Solution The School Emergency Preparedness Training Solution is a multiplatform digital training system. The app works across multiple platforms, including iOS, Android, and Windows, and is designed to provide school employees essential professional development training related to school safety. Topics covered in the training modules include:Crisis Intervention, Emergency Response, Bullying Prevention/Intervention, Reunification and Active Shooter/Assailant Preparedness. School employees are required to complete the digital training by August30t"of each year. Newly hired employees are required to complete the training within 15 days of hire. The principal (or designee)will manage the training system. They are responsible for providing their staff access to the digital training and ensuring they complete the training in a timely manner. TAP App Emergency Communication Solution &Alyssa's Law Beginning with the 2022-23 school year, schools are required to implement a mobile panic alert system that meets all requirements of Section 1006.07(4)(c), F.S. Mobile panic alert systems must include mobile devices placed throughout each school campus. In determining the number and placement of devices needed to afford all staff members the ability to silently and easily activate a panic alert in the event of an on-campus emergency,districts must consider using a combination of fixed panic alert buttons, mobile and desktop applications, landline phone capabilities, and wearable panic alerts (such as on a lanyard). By August 1, 2022, schools must include Alyssa's Alert in their local emergency policies and procedures required by Section 1006.07(4)(a), F.S.The Alyssa's Alert policies and procedures must be developed in consultation with the county 911 authority and local emergency management office to ensure that the system selected by the district integrates with local public safety answering point(PSAP) infrastructure to transmit calls and mobile activations. The TAP App Emergency Communication Solution is a multiplatform hazard and threat management crisis communication system. The app works across multiple platforms, including iOS,Android,and Windows. TAP App serves two main functions related to school safety: TAPApp Security - designed to assist schools at responding to, mitigating, and managing emergency situations. This includes both natural and human-caused incidents. TAP App Security is customized for each school environment and allows school employees and other key stakeholders that work at the school the ability to communicate horizontally and in real-time during emergencies. For the 2021-22 school year, Tap App has integrated with AT&T-Mutualink in accordance with Alyssa's Law. Pursuant to the law, Tap App will allow for immediate two-way communication with 911 dispatch in times of crisis. Connection tests between the AT&T- Mutualink software and 911 centers have been scheduled for all CSUSA schools and will be completed by June 1, 2022. Master Safety Plan I Charter Schools USA School employees are required to participate in the TAP App Security program. School employees must download the app from the appropriate app store and create an account. School employees will maintain the app on their mobile devices and/or classroom computers. School employees must watch the TAP App Security Training video by August 30`" of each year to familiarize themselves with the app and its end user features. Newly hired employees are required to watch the training video within 15 days of hire. Any school employee can initiate a lockdown through the TAP App system if there is an imminent threat, such as an active shooter/assailant or armed threat. School employees are permitted to possess their mobile phones during the school day to be used during emergency situations. TAP App Student-designed to provide students with an up-to-date means for reporting behavior that is deemed suspicious and/or threatening. The anonymous student reporting function provides students a voice, so school officials can prevent tragedies and provide early intervention services to students in need. Access to TAP App Student can be offered to students in 5r" Grade and above. School administrators at each school will determine the appropriateness for students accessing the anonymous reporting app on a student-by-student basis. School administrators should reference the document entitled, "TAP App Student Implementation Procedures" before implementing the student app at their school. TAP App Student Implementation Procedures Introduction TAP App Student is part of the TAP App Emergency Communication Solution designed to provide up to date means for reporting behavior that is deemed suspicious and/or threatening. In keeping with most anonymous reporting systems,TAP App Student provides students a voice so you can safeguard your school through a variety of means. The system allows for customizable incidents based on type, location, etc. Data is easily uploaded, tracked and back-ended to school management. For students: Reports are kept confidential and securely stored so that students can feel secure in standing up for themselves and their peers without risk of reprisal. For Administrators:They can view,track,and respond to reports for early intervention and safety. Anonymous Student Reporting Procedures While school safety is greatly augmented by the variety of physical and technical procedures, policies and measures presently underway,it should be remembered that true security and safety is achieved by implementing efforts that integrate a host of social learning through emotional positive behavior, mental health, academics and an environment that fosters comprehensive school safety in conjunction with personal involvement and accountability. This is why, while CSUSA recognizes the responsibility placed upon our faculty and staff with the care of our students, it is critical to recognize that everyone plays a vital role in school safety. Students, staff, parents and the community are encouraged to be observant and let an adult know if they see or hear something that makes them feel uncomfortable, nervous or frightened,and especially if they hear threats of dangerous behavior. TAP App Student is designed for just such involvement focused primarily upon the student body. The Board through CLPS shall commence rollout of the TAP App Student program and initiate the following procedures. Master Safety Plan I Charter Schools USA Letter to Parents: Schools should notify parents that the program will be part of their school's safety and security profile. Parents should be made aware, generally, of the guidelines and procedures CSUSA has implemented to ensure safety at their children's school and that their concerns and questions are being addressed and that transparency of risk mitigation efforts is paramount. Training for Faculty: Faculty, administrators and staff should be trained on the TAP App Student program and these efforts should be coordinated with local police and/or the SRO on site. Training for Students: CSUSA will encourage its schools to promote the TAP App Student program. It should be emphasized at the beginning of each school year and at the start of the midpoint of the year as well. Students should be reminded that they have an obligation to themselves and to their classmates to bring information about dangerous situations to adults at the school so that we can respond quickly and appropriately to protect their safety. The safety and well-being of their friends and classmates are more important than the issue of tattling. They should also be made expressly aware that they will not get into trouble and that the program is entirely anonymous. Training for Parents: CSUSA should coordinate with school guidance counselors,SROs/local police and/or mental health professionals to provide parents with an understanding of both the App and their role.The latter should include simple items such as: Reassure children that they are safe. Emphasize that schools are very safe. Let children talk about their feelings, help put them into perspective, and assist them in expressing these feelings appropriately. Make time to talk. Children and youth do not always talk about their feelings readily. Remind parents and staff how important it is to maintain open communication with children. Review safety procedures. This should include procedures and safeguards at school and home. Help children identify at least one adult at school and in the community to whom they talk with if they feel threatened or at risk. Remind your child. Students have an obligation to themselves and to their classmates to bring information about dangerous situations to adults at the school so that the school can respond quickly and appropriately to protect their safety. Social media. Remind parents and students that they can help make our schools safer, by not passing along rumors they hear to their neighbors or friends; but, instead, reporting them to a school administrator who will then investigate and turn it over to the police, if necessary. Please refrain from posting perceived campus safety issues or shortcomings on social media.This activity has the potential to place our children and staff at unnecessary risks. Speak Out. If your child has a smart device, please encourage your children to download App. These are but a few factors that CSUSA should consider during the rollout phase of the TAP App Student Anonymous Reporting program. It lends another layer to school safety and security and with proper basic training and familiarization,can offer additional safety for schools while making students also aware and involved in their well-being. School Safety Training and Procedures Undergoing safety training is a proven and effective way to create and maintain safer and more secure learning environments. School employees should receive training on a variety of natural and human-caused threats, hazards, and emergencies. In addition to Crisis Intervention, Emergency Response, Bullying Prevention/Intervention, and Active Shooter/Assailant Preparedness Training, provided to employees digitally, the following is a list of training topics certain school employees should receive: Stop the Bleed Training, First Master Safety Plan I Charter Schools USA Aid/CPR/AED Training, Bullying Prevention Training, Threat Assessment Team Training, Reunification, Mental Health First Aid Training, and Situational Awareness Training. Access Control and Visitor Screening In order to maintain a safe school environment, it is important that school officials (and security personnel) monitor and manage who is on school property and who is granted access to enter the school building. Each school has access control and visitor screening policies written and acknowledged within their respective EMSP. These are reviewed annually for accuracy and updating as needed. Schools will perform access control and visitor screening. Access to the Campus: Vehicular Monitoring:Vehicles will be required to enter campus through designated roadways that are monitored. Vehicles will be monitored remotely by a security officer(or another designated employee) Access to the Building: Visitor Screening — visitors will be required to stop at a designated security station before being granted access into the school. This could include a secure vestibule inside the main entrance(or other designated entrance) where a visitor is screened by a front office worker (or another designated employee). Visitors will be required to produce a State issued photo identification. Their information will be entered into a visitor management system before they are permitted to enter the school. Visitors are required to wear a visible visitor badge at all times. Visitors not known to the school will be escorted to/from locations while inside the school. Visitors, such as parents that are known to the school, do not have to be escorted while inside the building after they have been screened by the visitor management system (i.e. Raptor). The visitor screening area will be equipped with a CCTV/Buzz-in system that is controlled from inside the building. Police,security, or other designated employees will make random checks around the campus. School Safety Drills Performing safety drills is a proven and effective method of maintaining a state of readiness at school. Natural and human-caused threats, hazards, and emergencies can occur quickly and sometimes with little or no warning. Therefore, school employees should practice for emergencies in advance. Performing drills provides employees the opportunity to become better prepared for emergency situations. Schools will conduct a variety of safety drills annually. These safety drills will include: Evacuation Drills-everyone is to exit the building and stage at pre-designated evacuation staging areas. Common reasons for evacuation include but are not limited to: Fires, Gas Leaks, Bomb Threats, Other Internal Hazards. Ten (10)evacuation drills are required annually. Master Safety Plan I Charter Schools USA Lockdown Drills-everyone inside the building is to secure themselves inside rooms, lock the door, and move out of the line of sight from the hallway(i.e.safe spot). If you are outside the building, everyone is to move to pre-designated evacuation staging areas. Common reasons for lockdown include but are not limited to:Active Shooters,Active Assailants,Armed Threats. Five(5)lockdown drills are required annually. Shelter Drills-everyone is to move to pre-designated sheltering areas inside the school. Common reasons for shelter include but are not limited to: Severe Weather, Tornados, External Threats. Two (2)shelter drills are required annually. Lock-Out Drills - everyone that is outside is to re-enter the building. All outdoor activities are suspended. Business as usual inside the school. Common reasons for lock-out include but are not limited to: Dangerous Police Activities, Homeland Security Threats, Other External Threats. Two (2)lock-out drills are required annually. Hold Drills-everyone is to remain at their current location and await further instructions from administration. Common reasons for hold include but are not limited to:Medical Emergencies, Facilities Failures,Students Fighting, Disorderly Persons, Other. Two (2)hold drills are required annually. Re-Unification Drill-students will be released to their parent/guardian or other authorized person. Common reasons for re-unification include but are not limited to:Early Dismissals,Incidents Where it is Unsafe to Re-Enter the Building, Other Hazards. One (1) re-unification drill is required annually. If the State requires additional drills, other than those listed above, the school must perform such required drills. If the State requires fewer drills than listed above, the school must still perform the drills listed above. All drills should be scheduled in advance and documented in the emergency drill section of the emergency management plan. Physical Building Security The school shall provide a physical environment, emergency equipment and supplies, and procedures/policies that school officials, in consultation with the first responders and other security and emergency management professionals judge appropriate to safeguard the safety of all students, staff, and visitors who lawfully enter school property. The school shall install and maintain appropriate signage, room numbers, building security systems, alarms, lighting, emergency communications, and locking systems. Ongoing visual inspections and systematic maintenance of security systems, alarms, telephone and emergency communications systems, and locking devices will be performed. Basic emergency procedures will be posted inside every classroom. Unoccupied classrooms, offices, and closets will be secured. Master Safety Plan I Charter Schools USA • Gates and/or fences around the school's perimeter will be secured, unless staffed or monitored. Schools will store at least one AED on site. Schools will store at least ten trauma kits inside the building. Contacting Law Enforcement Local first responders are an integral part of the school's ability to manage crisis situations. School shall make every reasonable effort to maintain good working relationships with local emergency responders. The principal (or designee) shall meet at least once annually with respective law enforcement officials to review current policies and procedures and plan for emergencies. Jurisdictional police (or other emergency responders) will be contacted if, in the opinion of the principal (or designee), such outside assistance is necessary. In the event of an ongoing violent incident that threatens the safety and security of staff and students, the principal will contact the police for assistance and notify the Florida State Director (or designee) as soon as practicable. Other than an immediate crisis, actions with regards to contacting law enforcement will depend on the scope and nature of the crisis. Any school employee can initiate a lockdown if there is an imminent threat, such as an active shooter/assailant or armed threat. Directly contacting law enforcement by any means available from anywhere on campus is authorized during imminent threats. Lockdown and Classroom Hard Corners During an active assailant/shooter or armed threat situation, it is imperative that school employees take swift and appropriate actions to protect themselves and others entrusted to their care. The best way to protect yourself from an active assailant/shooter or armed threat is to create Time, Distance, and Shielding between you and the threat. In situations where it is not practical (or safe) to runway and/or escape, school employees must know how to quickly lockdown a classroom and protect themselves and their students from an internal threat. Classroom teachers will mark-off a "safe spot"inside their classroom if possible. This is done by placing visible tape on the floor that will allow people inside the classroom to know where to assemble during a lockdown so they are not visible to someone looking into the classroom from the hallway. During a lockdown,staff members will:ensure the classroom door is secured/locked(doors should remain locked during the school day). Move everyone to an area of the room that is out of-the- line-of-sight from someone looking into the room from the hallway(this is known as a safe spot or hard corner). If safe to do so, access into the classroom can be impeded by barricading the door or moving furniture (i.e., desks, chairs, shelves) in front of the doorway to impede someone from easily gaining access to the room. Daily Safety Measures at School Master Safety Plan I Charter Schools USA Staff members are expected to adhere to common sense basic safety measures. These measures must be performed daily by school staff and become part of the"school culture"with the purpose of creating a safe school environment. Required daily safety measures include: All authorized staff members will carry their classroom/office keys/swipe cards at all times. All staff members will wear a school-issued photo identification badges and/or wear a school issued shirt displaying the CSUSA logo. Each teacher/staff member who occupies a room or area must scan the room or area upon first entering. If the door is open, the classroom teacher will remain near the door until it is closed. Classroom doors will remain locked at all times unless the teacher is physically standing at the doorway. The principal(or designee) will be notified immediately if anything looks suspicious on campus. After the designated start time of the school day, each school will be appropriately secured. All visitors must report to each building's designated access control entry point(s), such as a security station before being allowed to proceed further into the building. All contractors assigned to work in any building must first be authorized by the Facilities Department(or other authorized school official) and receive an identification badge, which must be visible at all times while on campus. Supervising Students Outside the Classroom Staff members are expected to safeguard students both inside and outside the classroom. Their protective role extends to times when students are outside the building during school activities such as recess, physical education, or other outdoor events on campus. All staff members that are outside the building with students will carry a fully charged walkie- talkie radio and/or mobile device(i.e.,smart phone with communication Opp). Areas outside the building will be visually scanned by staff members before students are permitted in those areas. Staff members will not congregate together in small groups when supervising students outside. They will position themselves a reasonable distance apart so the entire outside space where students are can be visually monitored. Staff members will not permit younger students(K-4)to re-enter the building alone. Students that re-enter the building must be accompanied by another student or staff member. Staff members will notify the main office (or other appropriate employee inside the building) when a student is re-entering the building. Staff members will not leave students outside on their own. Students outside the building must have constant adult supervision. Master Safety Plan I Charter Schools USA Staff members must have quick access to a first aid/trauma kit/AED when outside the building with students. Staff members will report all incidents where a student is injured while outside, regardless of severity. Anytime a student is injured,he/she will be examined by the school nurse(or other school employee), and a written report will be made. Staff members will report suspicious persons or packages to local law enforcement(or security)if observed when outside the building. Staff members will not approach a suspicious person or touch a suspicious package. Staff members will escort students away from the suspicious person/package. Police or security will investigate reports of suspicious persons or packages Appendix B Risk Management School Safety Committees Master Safety Plan I Charter Schools USA Appendix C Active Assailant/Shooter Procedures Overview Following the tragic event that took place at Marjory Stoneman Douglas High School in Parkland, Florida, Governor DeSantis signed Executive Order 19-45, entitled "Ensuring the Safety of Our Children in Our Schools." Although it is true that school safety has improved significantly over the years, there are still several questions and concerns from parents, staff, and the community regarding school safety. Targeted violent attacks at schools still occur from time to time and schools are continuously taking assertive steps to prevent attacks. However, if prevention efforts fail, schools must have viable plans in place to minimize the negative impacts an active assailant/shooter could have on a school. This has resulted in the State of Florida mandating all schools establish active assailant/shooter procedures. Purpose The purpose of these procedures is to ensure that there are practical guidelines in place to protect students,staff,and visitors in the event of an active assailant/shooter on school grounds or in the school building. Active Assailant/Shooter is a term used by law enforcement to describe a situation in which a shooting (or violent assault) is actively in progress. A coalition of U.S. government agencies—including the FBI and DHS formally defined an active assailant/shooter as an individual actively engaged in killing or attempting to kill people in a confined and populated space. To minimize the negative impacts from such an event, The Governing Board has developed Standardized Operating Procedures (SOP)for an Active Assailant/Shooter incident. Concept There are various procedures being taught to schools to respond to an active assailant/shooter incident. Some strategies include: RHF (Run — Hide— Fight), ADD (Avoid — Deny— Defend), and ABC (Avoid — Barricade — Confront). Most of the procedures currently being taught focus on removing yourself away from a threat and defending yourself as a last resort. A viable strategy to safeguard yourself during an active assailant/shooter incident is to create time, distance, and shielding between you and the threat. This can be accomplished by evacuating a building or running away from the threat, locking down inside classrooms or offices, barricading and/or obstructing entrance ways into rooms, moving behind objects to shield yourself from possible gunfire, and defending yourself by engaging the assailant/shooter as a desperate last resort. There is no "cookie-cutter" procedure that can be applied to every scenario. There are multiple variables that will dictate the appropriate response to an active assailant/shooter. To properly prepare schools for a possible active assailant/shooter incident, school staff and students are to be provided with response options applicable to age and/or disability levels that can be applied based on circumstances that exist at the time of an incident. Preparedness Preparedness activities take place before an emergency occurs. This includes the continuous cycle of planning, training, drilling, and evaluating in an effort to prepare the school for an Master Safety Plan I Charter Schools USA emergency, such as an active assailant/shooter. Here are a few ways the school can become better prepared: 1. Control access points into buildings (i.e. CCTV, Remote Buzz-in,Visitor Screening) 2. Keep classroom doors locked during the school day when classes are in session 3. Develop clear, concise, and easy-to-follow emergency procedures 4. Enhance safety by identifying (and marking) hard corners inside classrooms 5. Assure the school has multiple and reliable ways to communicate during emergencies 6. Practice active assailant/shooter procedures by performing drills and training 7. Coordinate drills and training with local police and emergency responders Recommended Procedures First and foremost, any school personnel may directly activate the school's active assailant/shooter response procedures without consultation with anyone else. School personnel have the"authority and are highly encouraged"to report imminent threats,such as an armed intruder or active assailant/shooter.The best mass internal communication tool is to utilize the soft panic app (TAP App Security). Other available modes of communication such as calls to 911 should be used if safe to do so. It is important that internal mass communication occurs to allow others the opportunity to protect themselves. If an administrator,teacher, or staff member becomes aware of an active assailant/shooter,they should take immediate steps to safeguard themselves. Once at a safe location, they should initiate a Code Red using all available communication means. The TAP App system should be activated as soon as possible. If making an announcement over the PA system,use plain language and state,"This is a Code Red—Lockdown—Lockdown—Lockdown." Repeat this announcement three times, if safe to do so. The PA alert should also include the location of the incident so that decisions can be made whether to take shelter or direction in which to escape. School personnel (administrators,teachers, staff) should look for the most viable way to create time, distance, and shielding between themselves (including nearby students) and the threat. This includes: O Direct students to quickly evacuate the building or run away from the threat O Instruct students to assemble at an evacuation staging area O Account for students when at a safe evacuation staging area O If there are injured students, provide first aid and report injuries by calling 911 O Remain at the staging area unless directed otherwise by law enforcement Each school's emergency plan will have pre-designated evacuation staging areas(on and off campus)where people can go to during an active assailant/shooter incident. If at a location where escaping is not a safe option (i.e.,second or third floor of building),distance from incident, or you are responsible for vulnerable students (i.e., younger children or students with special needs/disabilities), the best option might be to lockdown inside a room and retreat to the designated hard corner with students. O Lock the door, if it is not already locked. Barricade or obstruct the doorway with available furniture, if safe to do so O Direct students to quickly move to the hard corner inside the room Master Safety Plan I Charter Schools USA O Instruct students to remain quiet(i.e., silence cell phones, no talking) O If there are injured students, provide first aid and report injuries by calling 911 O Be prepared to defend yourself and students if the assailant gets into the room O Do not unlock the door or leave the classroom until directed to do so by a law enforcement officer who is on scene Students (if on their own) should look for the most viable way to create time, distance, and shielding between themselves and the threat. This includes: O Quickly evacuate the building or runaway from the threat O Seek refuge at a safe location away from the threat O Call 911 to report any injured students with their group O Remain at the safe location unless directed otherwise bylaw enforcement If student(s) are at a location where escaping is not a safe option (i.e., second or third floor of building), and there are no school staff or first responders present to provide instructions, their best option might be to lockdown inside a nearby room. They should: O Quickly enter the nearest room, lock the door, if possible, and barricade or obstruct the doorway with available furniture, if safe to do so O Move to the hard corner area inside the room O Contact 911 to report any injured students with their group O Be prepared to defend themselves if the assailant gets into the room General Safety Recommendations During an active assailant/shooter incident, police resources will be dispatched to the school. Responding officers will be rapidly entering buildings and searching for the threat, with the primary mission of neutralizing the active assailant(s). School staff and Students should: O Follow all instructions from police that are on scene O Present themselves to police as non-threatening by putting their hands high above their heads with fingers open O Provide police (via 911 or other mode of communication)with pertinent information during an incident(i.e., location or direction of travel of assailant(s), description of assailant(s),types of weapon(s), etc.) O Remain calm, and follow officers' instructions O Put down any items in your hands (i.e., bags,jackets) O Immediately raise hands and spread fingers O Keep hands visible at all times O Avoid making quick movements toward officers such as holding on to them for safety O Avoid pointing, screaming and/or yelling O Do not stop to ask officers for help or direction when evacuating,just proceed in the direction from which officers are entering the premises. Age-Appropriate Response: As required by SB 7026 Public Safety Act, all schools are required provide active shooter preparedness plans. Such plans must also include steps to better prepare faculty and staff for how to implement strategies that account for the elementary age students. The following steps should be presented, trained and implemented in ways that are not fear- based but rather developed to provide a better understanding for what needs to be done by students if they encounter such a situation. Master Safety Plan I Charter Schools USA For younger elementary age students, the National Center for Youth Issues, together with U.S. Department of Education and the U.S. Department of Homeland Security recommend guidelines that reflect universal standards yet recognize local conditions.These are not"one size fits all" but have objective applicability. K through 2nd Grade: It is vital that students of this age are given recommendations in a non- fearful way. The A.L.I.C.E. method is one such guide. It includes; O Alert: students are notified someone of danger is in the building. Stop, look and listen to the teacher for all directions. O Lockdown: Remain quiet and stay out of sight O Inform: Let others know of the danger if possible O Counter: If the danger enters the classroom, throw items at the assailant, run in a zigzag fashion make noise. O Evacuate: leave the building as quickly as possible, hands in the air. Grade 3 through 5:Students of this age are provided with the basic guidelines of Run, Hide, Fight. These include: O Listen to any and all instructions from your teacher. O Evacuate the building or run away from the threat seeking refuge at a safe location away from the threat O Remain at the safe location unless directed otherwise by law enforcement O Lock the door, if it is not already locked. Barricade or obstruct the doorway with available furniture, if safe to do so. O Move to the hard corner inside the room O Remain quiet(i.e. silence cell phones, no talking) O Be prepared to defend yourself and students if the assailant gets into the room. O Do not unlock the door or leave the classroom until directed to do so by a law enforcement officer who is on scene. Middle through High School: Students in middle and/or high school should follow the baseline principles outlined above within the general recommended procedures.These include: O Quickly evacuate the building or run away from the threat O Seek refuge at a safe location away from the threat O Call 911 once at a safe location O Remain at the safe location unless directed otherwise by law enforcement O When escaping is not a safe option (i.e. second or third floor of building), and there are no school employees or first responders present to provide instructions,their best option might be to lockdown inside a nearby room. O Quickly enter the nearest room, lock the door, if possible, and barricade or obstruct the doorway with available furniture, if safe to do so. O Move to the hard corner area inside the room O Be prepared to defend themselves if the assailant gets into the room. O Follow all instructions from police that are on scene O Present themselves to police as non-threatening by putting their hands high above their heads with fingers open Master Safety Plan I Charter Schools USA Appendix D MSD Security Policies Checklist MSD Commission Recommendations and Aventura/CSUSA Response 1. All staff should have clearly established roles and responsibilities that are outlined in a written policy and procedure manual provided to all personnel. The school security staff and/or"safety team"should regularly meet and train on proper protocols and procedures in emergency situations and coordinate with law enforcement. a. Each school's EMSP defines roles for the school's administration and their role during a crisis.This is reviewed annually and the safety team meets quarterly at a minimum. 2. All school campus gates must remain closed and locked,and when opened for ingress and egress they should be staffed to prevent unauthorized campus access. a. CSUSA policy requires all gates are locked/closed when not in use. All gates are staffed during drop off and pick up times. 3. Doors leading to instructional classrooms or student-occupied space and for ingress/egress to campus or a specific building should remain locked during school hours, and if they are open, they should be staffed. All teachers should be able to lock doors from within the classroom, and keys should be on their person at all times. a.CSUSA policy requires all classrooms are locked during school hours. A written key policy is part of each school's EMSP and acknowledged/updated annually. 4. Every district and school should have a written, unambiguous Code Red or similar active assailant response policy that is well known to all school personnel, parents and students. The policy must make unequivocally clear that all personnel are empowered to activate emergency active assailant response procedures and that those procedures are to be immediately implemented upon notification. a. Each CSUSA school has a written active shooter policy that is age appropriate and part of the school's EMSP.The active shooter policy is used to create an active shooter plan and these plans are drilled throughout the school year. 5. Every school must have an effective communication system through which everyone on campus can see and/or hear—and immediately react to—a called Code Red or similar active assailant response notification. a. Each CSUSA school has a combination of lights, PA system, alarms and a mobile mass notification alert system that marks a Code Red in every school. 6. Classrooms should establish safety measures, such as hard corners or other safe areas, and teachers should have the ability to cover door windows quickly. a.CSUSA policy requires every school designate a hard corner in each classroom. 7. Schools should evaluate and give consideration to the appropriateness of locking bathrooms doors. a. CSUSA schools that do not have bathroom doors has measures in place to ensure students in bathrooms are accounted for during a Code Red situation. 8. All Florida public schools should immediately provide law enforcement with live and real- time access to all school camera systems. The schools' districts should provide law enforcement with adequate training to access and operate the cameras. a. CSUSA has established MOUs with several sheriff's offices and local police throughout the state for camera access to our schools.The process is ongoing. Master Safety Plan I Charter Schools USA 9. Schools should be required to notify students of FortifyFL, promote its use by advertising the app on campus and in school publications and install the app on all student-issued computer devices. Education about and publication of reporting platforms must be continuous and ongoing by the schools. Future updates to the application should explore the possibility of two-way live dialogue functionality. a. CSUSA policy has required FortifyFL is on every school's homepage online and on every school issued device (computer, laptop, tablet, etc.) 10. Every school district should implement a policy that requires its personnel to report all indicators of suspicious student behavior to an administrator. The administrator should be required to document the report and his/her disposition of the information (e.g. referred to threat assessment team, unsubstantiated).The policy should require that the disposition of all threats of school violence be reviewed at least by the school's principal— if not by a higher authority—and reported to the threat assessments team, which has mandatory law enforcement participation. a. CSUSA policy requires all suspicious incidents are reported and documented within the threat assessment tool and reviewed by each school's threat assessment team. 11. The BCPS threat assessment process is reactive; it needs to be proactive so that the TATs obtain information about concerning behavior before they manifest into actual threats. The TATs should seek out information and not merely wait for reports from staff or students.This applies to TATs across all Florida schools. a. Per policy, CSUSA requires that each school's TAT meet monthly to discuss possible and ongoing threats proactively. 12. The TATs should have dedicated positions/members. Rotating TAT members does not allow for consistency, and personnel do not gain the necessary experience when rotated on and off the TATs. However, temporary members should be used to supplement the team, if needed,to provide specific information or knowledge. a. CSUSA policy requires members of the TAT are trained annually and provided with updated information as needed. 13. The Florida DOE should develop a standardized, statewide behavioral threat assessment instrument and create a statewide threat assessment database that is accessible to all districts and appropriate stakeholders. Florida should consider the model used by the State of Virginia, which is widely recognized as the leader in school-based behavioral threat assessment. Pursuant to DOE's August 1, 2019 memo, a standardized, statewide behavioral threat assessment instrument for use by all public schools, including charter schools,which addresses early identification, evaluation, early intervention, and student support has been developed.The Comprehensive Student Threat Assessment Guidelines (CSTAG) (F.S 1006.07(7) are part of every CSUSA schools' threat assessment process.Training is provided annually and all members of the threat assessment teams must take the CSTAG training. All school faculty must take the Threat Assessment Team Training. b. For the 2022-23 school year, each member of a threat assessment team must complete Office-approved training on the CSTAG model no later than December 31, 2021.This training is part of the CLPS Threat Assessment Team training located within the CLPS portal for every charter school. All CSUSA schools'TAT members have been trained in CSTAG which commenced in October, 2021 and concluded April, 2022. Master Safety Plan I Charter Schools USA 14. All TATs should be comprised of specific(static) members,with at-large positions in each case for school personnel with personal knowledge of the child.TATs should be required to meet at least monthly and be proactive, not just reactive. The TATs should receive regular training on threat assessments. a. Pursuant to CSUSA policy all TATs are required to meet monthly to discuss ongoing and future threats to the school. CSUSA requires that all monthly TAT meetings for the coming 22/23 school year are logged into the CLPS software and documented. b. School districts will require that threat assessments are submitted through the FSSAT. For the 2022-23 school year, the total number of threat assessments conducted, the number of transient threats, and the number of substantive threats.These are to be logged in under the "Incidents" link within the FSSAT. 15. All school personnel should receive mandated training on behavior indicators that should be referred to the TAT for assessment. Reporting observed behaviors to the TAT should be mandatory.There should be sanctions for non-reporting. a. All CSUSA school personnel are required to take mandatory threat assessment training annually and report all possible threats in the CLPS threat assessment platform. 16. The annual districtwide FSSAT should specifically set forth the physical site security priorities for the district in descending order of priority. a. CSUSA requires that every school's FSSAT is reviewed annually by the Director of Security and security priorities are set forth in descending order of priority. In consultation with Facilities and IT, cost projections for security upgrades are presented for possible security grant allocations. 17. School Districts must ensure that each school accurately reports all required SESIR incidents and that underreporting is eliminated. School districts should be held accountable for accurate reporting, and the districts should hold their administrators accountable. a. CSUSA policy requires every school exceed state SESIR mandates and have at least two (2)trained SESIR staff.This would include the Principal and at least one (1) equivalent personnel. 18. Campuses should have single ingress and egress points to the extent that is consistent with this level's criteria of minimal cost. a. CSUSA requires all schools maintain a single ingress and egress points at drop off and pickup. 19. Interior access should be limited by co-locating Attendance, Guidance, Main Office and other public business offices. a.CSUSA school co-locate main office personnel and staff. 20. Clear signs should direct visitors to appropriate entry points. All entry/exit doors should indicate a closed campus and direct visitors to report to the front office. a.CSUSA schools have adequate signage and security grant monies over the past two years have supplemented those schools that require additional signage. 21. Install a door alert or notification system to the main entry for visitor control. Nonessential visitors should be limited and when allowing visitors they should be required to show positive identification, state their purpose for entering the school, be issued a visitor badge and,when appropriate, have a staff escort during the entire time the person is inside the school. Master Safety Plan I Charter Schools USA • a. CSUSA schools have a door notification system in place. A written visitor policy has been created for all CSUSA schools that each school must acknowledge annually through their EMSP. 22. Visitor management. All campus perimeter ingress and egress points shall be staffed when opened for student arrival and dismissal. a.CSUSA schools staff all single point entries to ensure visitor management. 23. Each school should have a written campus access policy that is distributed to all personnel. a. A written campus access policy has been created for all CSUSA schools that each school must acknowledge annually through their EMSP. 24. Staff members should be trained to challenge, if appropriate, or report anyone unauthorized to be on campus or any vehicle not parked in an authorized area. a.All CSUSA staff receive online training mandated annually prior to the start of the school year on how to challenge unauthorized personnel on campus. 25. Ensure all campus doors and buildings are clearly marked with easily identifiable markings known to first responders. Mark exterior classroom windows so first responders can identify classrooms from the exterior of the building. a.All CSUSA classroom doors have clearly visible markings that correspond to the buildings'floor plans and provided to emergency personnel. CSUSA has begun the process of marking exterior classroom windows beginning in the 20/21 school year. 26. Building numbers should be placed on the roof for aerial support. a. CSUSA has begun the process of marking exterior roofs beginning in the 20/21 school year. 27. Provide keys/access to on duty law enforcement so they can quickly enter the school. All CSUSA schools have knox boxes on the exterior of their school buildings for law enforcement response and critical entry.These are key only entries. 28. Multiple school staff members should be trained on the operation of campus monitoring systems. a. Beginning in the 21/22 school year, CSUSA policy will require schools have a primary and alternate trained in campus monitoring systems. 29. There should be locks on all exterior/classroom doors and other areas where students assemble in mass (cafeterias, libraries, auditoriums). All doors should self-close and lock upon closing. a. May require significant funding and/or changes in laws or regulations (i.e. fire code) and long term/multi-year implementation. 30. Classroom doors should either have no windows or every door should be equipped with a device that can readily block line of sight through the window, but does not indicate occupancy. a. CSUSA policy requires all classroom doors have blackout devices. 31. Policies should include those doors be checked regularly throughout the school day to ensure they are secure. a. All CSUSA guardians working through a third-party vendor are required to check all doors routinely throughout the school day. All police/sheriff's offices and/or school district police are asked to routinely check all doors. 32. There should be effective two-way communications between lockdown spaces and school administrators, SRO or law enforcement. a. Alyssa's Law, which takes effect for the 21/22 school year requires all schools' mobile emergency mass notification alert system is connected with 911 dispatch. Master Safety Plan I Charter Schools USA All CSUSA Florida schools are connected as of June 1, 2021 through AT&T- Mutualink, one of the FDOE pre-approved vendors. Connection tests between AT&T-Mutualink and the 911 centers have been scheduled for all CSUSA schools and will be completed by June 1, 2022. 33. Fenced campuses with single ingress and egress points (could be a level III based on campus size and complexity). All fencing should be constructed in a way or high enough to prevent easy climbing. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation.Where feasible,security grant allocations have supplemented fencing on campuses beginning in the 19/20 and 20/21 school years. 34. Use protective bollards at campus entrances. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation.Where feasible,security grant allocations have supplemented fencing on campuses beginning in the 19/20 and 20/21 school years. 35. There should be redundant two-way communications systems in every classroom and student assembly area. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 36. All common use closed areas in a school should have electronically controlled doors that can be locked remotely or locally with appropriate hardware on single and double doors to resist forced entry. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 37. Enhance current video surveillance systems to eliminate any interior/exterior gaps in camera coverage including front door access control. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 38. Install electronically controlled door systems. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 39. Install ballistic resistant glass covering on classroom interior door windows. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 40. Install door alert systems that can be monitored from a central location to determine if a door is closed or propped open. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 41. Install classroom door windows that are small enough to restrict access and located a sufficient distance from the door handle to prevent a person from reaching through to unlock the door from the interior. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 42. Install a ballistic glass vestibule or double door system at the single point of entry to limit entry for visitors and prevent or delay a perpetrators entrance to campus. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 43. All parking areas should be outside of the single point of entry perimeter. Master Safety Plan I Charter Schools USA a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 44. Ensure that there is adequate lighting that allows for clear observation of all entry points and parking lots. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 45. If a Code Red or other active assailant response is initiated, make sure that message is displayed on all computer screens connected to the school's computer network. a. CSUSA has redundant systems to display/convey Code Red alerts. 46. Establish a system that notifies staff,district officials, parents and students off campus by email,text, and/or phone about an active assailant response being implemented. Each CSUSA school has a method for conveying Code Red alerts to parents. Reunification training is also provided to all CSUSA schools beginning in the 21/22 school year. 47. Provide school personnel with a device that could be worn to immediately notify law enforcement of an emergency. a. All CSUSA schools have the Tap App mobile mass notification alert system presently integrated with AT&T-Mutualink for immediate 911 access. 48. All school radio traffic should be recorded. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 49. Metal detectors and x-ray machines at campus entrances. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 50. Implement real time crime centers or their equivalent with live video monitoring capability of all cameras on all school campuses. a. During the 20/21 school year,CSUSA has entered into several MOUs with several districts' Real Time Crime Centers for camera access. The process is continuing through the 21/22 school year. 51. Gunshot location sensor should be tied into camera system Use tactical tablets that are directly fed to the E911 system. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 52. RFID and Near field communications (NFC) card readers should replace all door locks on campus. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 53. Install electronic message board in every classroom. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 54. New buildings or major renovations must include sensors that alert the office staff when exterior doors are not secured with electronic monitoring that automates the process of identifying the cause of the open door. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 55. Shipping and receiving areas should be designed to allow access without breaching the single point of entry containment system and have electronic monitoring. a. A written vendor policy has been created for each school and part of the EMSP. Master Safety Plan I Charter Schools USA 56. Interior corridors between classrooms should have the ability to electronically seal the movement of intruders but allow staff to move easily with electronic access control. a. May require significant funding and/or changes in laws or regulations and long term/multi-year implementation. 57. Faculty should be trained in "Stop the Bleed" procedures with adequate kits for all schools. This should be covered in First Aid Training with properly trained school personnel. a. Stop the Bleed training has been conducted by CLPS and local law enforcement agencies throughout the state. All CSUSA schools have emergency kits or "go bags"for Code Red incidents. 58. Do designated monitors have specific written and defined procedures to which they must adhere? a. A written monitor policy has been created for each school and part of the EMSP. 59. Does the school require the following to wear identification outside their clothing where it can be visible to others? a. CSUSA policy requires all staff wear their ID visibly on their person at all times. 60. Does every classroom have a checklist that explains step-by-step emergency procedures readily available for the following? a. CSUSA policy requires every classroom have emergency procedures clearly posted near the door. 61. Does the school have a reunification system in place? a. Each school's reunification procedures are located within their EMSP and updated annually. Beginning in the 21/22 school year, all CSUSA schools will be trained on specific reunification methods. Master Safety Plan I Charter Schools USA Appendix E SESIR Roles&Requirements Rulemoking Authority:6A-1.0017, 1001.02(2)(n), 1006.07(9)FS. Low Implemented 1001.212(8), 1001.42(13)(b), 1001.51(12), 1001.54(3), 1002.33(16)(b)10., 1006.07(9), 1006.135(2)(e), 1006.147(4)(k), 1006.147(6), 1008.385 FS. History—New 6-16-20. A. Definitions: "SESIR" means School Environmental Safety Incident Reporting, as identified in Rule 6A-1.0017, F.A.C. The purpose of this rule is to set forth the requirements school districts must use to report disruptive or criminal incidents to the Florida Department of Education so that the data can, in turn, be used in required state and federal reports, including EdFacts,the United States Department of Education, Office for Civil Rights Data Collection (required by 20 U.S.C. 3413(c)(1)), the Gun Free Schools Act report (required by 20 U.S.C. 7961(d) and (e)), the Every Student Succeeds Act report cards (required by 20 US.C. 6311(h)(1) and (2)), and state reports on Bullying and Harassment (required by Section 1006.147, F.S.). SESIR data is also used to design and evaluate interventions to provide a safe learning environment. SESIR is not a law enforcement reporting system. i. "Locally-defined incident" means an incident that is a violation of a local code of student conduct, but does not meet the definition of any incident reportable to SESIR. ii. "Rank order level" means a classification of incidents, from Level I to Level IV, that determines which incident must be reported when more than one incident occurs during a single episode. The rank order level of each incident is noted under the incident definitions found in subsection (7) of this rule. iii. "Related element" means a factor that was present during or contributed to the incident but was not the main offense. All related elements that are applicable are required to be reported with SESIR incidents. iv. "School district" or "district" means a Florida school district, the Florida Virtual School (Section 1002.37, F.S.),the Florida School for the Deaf and Blind (Section 1002.36, F.S.), and Developmental Research (Laboratory) Schools (Section 1002.32, F.S.). B. Analysis of incidents. In order to determine whether an incident must be reported in SESIR,the following three (3) criteria must be met; i. The incident meets one of the SESIR incident definitions listed in subsection (7). ii. The incident occurred on a K-12 school campus, on school-sponsored transportation, during off-campus school-sponsored activities, or off campus where the incident is accomplished through electronic means, if the incident substantially disrupts the educational process or orderly operation of a school. iii.Where the incident was carried out by a student, taking into account developmentally age-appropriate behavior and disability, if any,the student had the capacity to understand his or her behavior and the inappropriateness of his or her actions. C. SESIR incidents that meet the requirements of paragraph (3)(a) of this rule must be reported regardless of whether: i. The incident was carried out by a student, a person other than a student, or where the person who carried out the incident is unknown; ii. The victim of the incident is a student, a person other than a student, or where the victim is unknown; iii. The incident occurred when school was in session or not. SESIR incidents occur 365 days a year at any time of the day or night; or. Master Safety Plan I Charter Schools USA iv. Disciplinary action is taken by the school district and regardless of whether law enforcement action is taken. D. Requirement to report SESIR incidents. i. All incidents meeting the requirements of subsection (3) of this rule must be reported by school districts to the Department of Education. ii. A school district must not report an incident which meets the requirements of subsection (3) of this rule as a locally-defined incident in lieu of reporting the incident to the Department of Education. E.General SESIR reporting conventions. i. SESIR is an incident-based reporting system, which means that a single incident is reported, even where there are multiple offenders or victims, or multiple incidents that occur within one episode. a)lf there is more than one incident in a single episode, districts are required to report only one incident based upon rank order level, beginning with incidents that are classified as Level I. b) If there are multiple incidents that have the same rank order level, districts must report the incident that caused the most injury or damage to property. c)When reporting a SESIR incident, districts are required to report all related elements as described in subsection (8) of this rule that are present or contribute to a reported incident. A related element must be reported even where it duplicates the incident. For example, when reporting an Alcohol incident, the Alcohol-related element must also be reported. d) School districts must report SESIR incidents to the Department during the survey periods and using the elements set forth in Rule 6A1.0014, F.A.C., Comprehensive Management Information System. F. Incident specific SESIR reporting conventions. i. For incidents of Bullying, Harassment, Sexual Harassment, Threat/Intimidation, and any other incident that is Bullying-Related, districts are required to report the Incident Basis and the Victim Basis, which identifies whether the incident is based upon the person's race, sex, disability, sexual orientation, or religion. ii. Allegations of Bullying and Harassment that are not able to be substantiated after investigation must be reported in SESIR as Unsubstantiated Bullying and Unsubstantiated Harassment, respectively, pursuant to Section 1006.147(4)(k), F.S. G. Incident definitions. i. Alcohol (Level IV): Possession, sale, purchase, or use of alcoholic beverages. Use means the person is caught in the act of using, admits to use or is discovered to have used in the course of an investigation. ii. Aggravated Battery (Level 1): A battery where the attacker intentionally or knowingly causes great bodily harm, permanent disability, or permanent disfigurement;uses a deadly weapon;or,where the attacker knew or should have known the victim was pregnant. iii. Arson (Level 1): To intentionally damage or cause to be damaged, by fire or explosion, any dwelling, structure, or conveyance, whether occupied or not, or its contents. Fires that are not intentional,that are caused by accident, or do not cause damage are not required to be reported in SESIR. iv. Burglary (Level 11): Unlawful entry into or remaining in a dwelling,structure,or conveyance with the intent to commit a crime therein. Master Safety Plan I Charter Schools USA V. Bullying (Level IV): Systematically and chronically inflicting physical hurt or psychological distress on one or more students or employees that is severe or pervasive enough to create an intimidating, hostile, or offensive environment; or unreasonably interfere with the individual's school performance or participation. Bullying includes instances of cyberbullying. vi. Disruption on Campus-Major(Level III): Disruptive behavior that poses a serious threat to the learning environment, health, safety, or welfare of others. Examples of major disruptions include bomb threats, inciting a riot, or initiating a false fire alarm. vii. Drug Sale or Distribution (Level II) : The manufacture, cultivation, sale, or distribution of any drug, narcotic, controlled substance or substance represented to be a drug, narcotic, or controlled substance. viii. Drug Use or Possession (Level III): The use or possession of any drug, narcotic, controlled substance, or any substance when used for chemical intoxication. Use means the person is caught in the act of using,admits to use or is discovered to have used in the course of an investigation. ix. Fighting (Level III): When two or more persons mutually participate in use of force or physical violence that requires either physical intervention or results in injury requiring first aid or medical attention. Lower-level fights, including pushing,shoving,or altercations that stop on verbal command are not required to be reported in SESIR. X. Harassment(Level IV):Any threatening, insulting,or dehumanizing gesture, use of data or computer software,or written,verbal,or physical conduct that places a student or school employee in reasonable fear of harm to his or her person or damage to his or her property; has the effect of substantially interfering with a student's educational performance,opportunities,or benefits,or has the effect of substantially disrupting the orderly operation of a school, including any course of conduct directed at a specific person that causes substantial emotional distress in such a person and serves no legitimate purpose. xi. Hazing (Level III):Any action or situation that endangers the mental or physical health or safety of a student at a school with any of grades 6 through 12 for purposes of initiation or admission into or affiliation with any school-sanctioned organization. Hazing includes, but is not limited to pressuring, coercing, or forcing a student to participate in illegal or dangerous behavior,or any brutality of a physical nature, such as whipping, beating, branding, or exposure to the elements. xii. Homicide (Level I):The unjustified killing of one human being by another. xiii. Kidnapping (Level I): Forcibly, or by threat, confining, abducting, or imprisoning another person against his or her will and without lawful authority. xiv. Larceny/Theft ($750 threshold) (Level III): The unauthorized taking, carrying, riding away with,or concealing the property of another person, including motor vehicles,without threat,violence, or bodily harm. Incidents that fall below the $750 threshold are not reportable in SESIR, but instead should be reported as locally-defined incidents according to district policies. xv. Other Major Incidents (Level III): Any serious, harmful incident resulting in the need for law enforcement consultation not previously classified. xvi. Physical Attack(Battery) (Level II):An actual and intentional striking of another person against his or her will, or the intentional causing of bodily harm to an individual. Master Safety Plan I Charter Schools USA xvii. Robbery (Level 11): The taking or attempted taking of anything of value that is owned by another person or organization, under the confrontational circumstances of force, or threat of force or violence, and/or by putting the victim in fear. xviii. Sexual Assault (Level 11): An incident that includes threatened rape, fondling, indecent liberties, or child molestation. Both males and females can be victims of sexual assault. xix. Sexual Battery (Rape) (Level 1): Forced or attempted oral, anal, or vaginal penetration by using a sexual organ or an object simulating a sexual organ, or the anal or vaginal penetration of another by any body part or foreign object. Both males and females can be victims of sexual battery. xx. Sexual Harassment(Level III): Unwanted verbal, nonverbal,or physical behavior with sexual connotations by an adult or student that is severe or pervasive enough to create an intimidating, hostile or offensive educational environment, cause discomfort or humiliation or unreasonably interfere with the individual's school performance or participation, as defined in Rule 6A-19.008, F.A.C. xxi. Sexual Offenses (Other) (Level III): Other sexual contact, including intercourse, without force or threat of force. Includes subjecting an individual to lewd sexual gestures, sexual activity, or exposing private body parts in a lewd manner. Threat/Intimidation (Level III):An incident where there was no physical contact between the offender and victim, but the victim felt that physical harm could have occurred based on verbal or nonverbal communication by the offender. This includes nonverbal threats (e.g., brandishing a weapon) and verbal threats of physical harm which are made in person, electronically or through any other means. xxiii. Tobacco (Level IV): The possession, use, distribution, or sale of tobacco or nicotine products on school grounds, at school-sponsored events, or on school transportation by any person under the age of 21. xxiv. Trespassing (Level III): To enter or remain on school grounds, school transportation, or at a school-sponsored event, without authorization or invitation and with no lawful purpose for entry. xxv. Vandalism ($1,000 threshold) (Level III):The intentional destruction, damage, or defacement of public or private/personal property without consent of the owner or the person having custody or control of it. Incidents that fall below the$1,000 threshold are not reportable in SESIR, but instead should be reported as locally- defined incidents according to district policies. xxvi. Weapons Possession (Level 11): Possession of a firearm or any instrument or object that can inflict serious harm on another person or that can place a person in reasonable fear of serious harm. H. Related element definitions. i. Alcohol-related: An incident is alcohol related if there is evidence that those involved in the incident were caught drinking at the incident or had been drinking, based on testing or investigation of a Law Enforcement Officer at the scene, or if they admit to drinking, or if the incident is somehow related to possession, use or sale of alcohol. Schools are not required to test for the presence of alcohol. ii. Bullying-related: An incident is bullying related if the incident includes systematically and chronically inflicting physical hurt or psychological distress on one or more students or employees that is severe or pervasive enough to create an intimidating, hostile,or offensive environment;or unreasonably interfere with the individual's school performance or participation. Master Safety Plan I Charter Schools USA iii. Drug-related: An incident is drug related if there is evidence that those involved in the incident were under the influence of drugs at the time of the incident; if they admit to using or being under the influence of drugs; if drugs were in the possession of individuals involved in the incident, based on testing or investigation done by a police officer as a result of the incident; or if the incident is somehow related to possession, use or sale of drugs. Schools are not required to test for drug use. iv. Gang-related: An incident is gang-related if gang affiliation/association caused the incident or was a contributing factor to action that happened during the incident. V. Hate Crime-related:All SESIR incidents motivated all or in part by hostility to the victim's real or perceived race, religion, color, sexual orientation, ethnicity, ancestry, national origin, political beliefs, marital status, age, social and family background, linguistic preference or mental/physical disability are required to be reported as Hate Crime-related. vi. Hazing-related:An incident is hazing-related if the incident includes any action or situation that endangers the mental or physical health or safety of a student for purposes of initiation or admission into or affiliation with any school sanctioned organization. vii. Injury-related: All SESIR incidents that result in serious bodily injury are required to be reported as Injury-related. Less serious bodily injury means incidents which require immediate first aid or subsequent medical attention. More serious injuries include death or injuries with substantial risk of death, extreme physical pain, protracted and obvious disfigurement, and protracted loss or impairment of the function of a bodily member,organ,or mental faculty.viii.Vaping-related: All SESIR incidents that involve the use of non-combustible vaping products, including electronic cigarettes, vapes and vape pens, or any electronic nicotine delivery system(ENDS)are required to be reported as Vaping-related,if the liquid used contains nicotine or a controlled substance. Schools are not required to test for nicotine or drugs in vaping devices. ix. Weapon-related: All SESIR incidents are required to be reported as Weapon related where anyone involved possessed or used a weapon or if the incident was related to possession, use or sale of weapons. I. Reporting law enforcement involvement.A school district must report to the Department any SESIR incident: i. That is reported or referred to law enforcement by school district personnel, pursuant to the provisions of Section 1006.13, F.S.; or ii. That results in consultation with law enforcement by school district personnel, pursuant to the provisions of Section 1006.13, F.S. J. Training required. Each district superintendent must designate persons responsible for SESIR reporting in the district and ensure that all such persons receive the on-line training found at http://sesir.org. SESIR training provided by Department staff can be used to satisfy the online training requirement K. Accountability for SESIR reporting. In order to enhance SESIR reporting, the persons or entity listed below have the following responsibilities: i. School principals. Each public-school principal, including charter school principals or equivalent, must ensure that all persons at the school responsible for SESIR information participate in the training set forth in subsection (10) of this rule and must ensure that SESIR data is accurately and timely reported. ii. School District Master Safety Plan I Charter Schools USA Superintendents. Each school superintendent must ensure that all persons responsible for reporting SESIR data have received the training required in subsection (10) of this rule, that any local district policies are consistent with the SESIR reporting requirements set forth in this rule and Rule 6A-1.0014, F.A.C.,and that the district timely and accurately reports SESIR incidents. Annually, superintendents must certify to the Department that these requirements have been met. iii. Office of Safe Schools. The Office shall conduct site visits at schools throughout the state,as well as conduct data reviews.The review must include school district policies, training records, school incident and school discipline records. Superintendents, principals and school safety specialists must fully cooperate with requests for information when the Office of Safe Schools is reviewing and evaluating districts for compliance with SESIR reporting. iv. Commissioner of Education. If a district fails to report SESIR data by the survey deadlines, set forth in Rule 6A-1.0014, F.A.C., the Commissioner must request that the district school board withhold the superintendent's salary, pursuant to Sections 1001.51(12) and 1001.42(13)(b), F.S., until the SESIR data is reported. If there is cause to believe that a superintendent knowingly transmitted or caused to be transmitted false or incorrect information, the Commissioner shall cause the allegation to be investigated and refer the matter for disciplinary action pursuant to Section 1012.796, F.S., if the superintendent holds a license or certificate under Chapter 1012 and take action to enforce the forfeiture of the superintendent's annual salary. Master Safety Plan I Charter Schools USA •