Resolution No. 2026-12 Charter Schools USA at Aventura LLC Amended Management Agreement for Aventura City of Excellence School - February 19, 2026CITY OF AVENTURA RESOLUTION NO. 2026-12
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
AVENTURA, FLORIDA, AUTHORIZING THE CITY MANAGER TO
EXECUTE THE AMENDED MANAGEMENT AGREEMENT FOR THE
AVENTURA CITY OF EXCELLENCE SCHOOL BETWEEN THE CITY OF
AVENTURA AND CHARTER SCHOOLS USA, AT AVENTURA, LLC;
AUTHORIZING THE CITY MANAGER TO DO ALL THINGS NECESSARY
TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING
FOR AN EFFECTIVE DATE.
WHEREAS, the City Commission adopted Resolution 2002-40 approving a
management agreement ("Management Agreement") for the Aventura City of Excellence
School between the City of Aventura and Charter Schools USA, at Aventura, LLC
("CSUSA") and has subsequently amended the Management Agreement on several
occasions, most recently in June 2024; and
WHEREAS, the City Commission finds that amending the Management
Agreement to increase the Management Fee for a period not to exceed five (5) years
reflects CSUSA's role in facilities development and construction oversight with respect to
the construction of the new high school and is in the best interest and welfare of the
residents of the City.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF AVENTURA, FLORIDA, THAT:
Section 1. Each of the above -stated recitals are hereby adopted, confirmed, and
incorporated herein.
Section 2. The City Manager is hereby authorized to execute the attached
amended Management Agreement for the Aventura City of Excellence School between
the City of Aventura and Charter Schools USA, at Aventura, LLC.
Section 3. The City Manager is authorized to do all things necessary to carry of
the aims of this Resolution.
Section 4. This Resolution shall become effective immediately upon its adoption.
City of Aventura Resolution No. 2026-12
The foregoing Resolution was offered by Commissioner Blachman, who moved its
adoption. The motion was seconded by Vice Mayor Bloom, and upon being put to a vote,
the vote was as follows:
Commissioner Clifford B. Ain Yes
Commissioner Gustavo Blachman Yes
Commissioner Rachel S. Friedland Yes
Commissioner Paul A. Kruss Yes
Commissioner Cindy Orlinsky Yes
Vice Mayor Amit Bloom Yes
Mayor Howard S. Weinberg Yes
PASSED AND ADOPTED this 19th day of February, 2026.
HOWARD S. WEINBERG, ESQ.
MAYOR
ATTEST:
ELLISA L. HORVA , MMC
CITY CLERK
APPROVED AS TO LEGAL SUFFICIENCY:
ROBERT MEYERS
CITY ATTORNEY
WEISS SEROTA HELFMAN COLE + BIERMAN, P.L.
Page 2 of 2
AMENDMENT
TO
MANAGEMENT AGREEMENT
BETWEEN
CHARTER SCHOOLS USA AT
AVENTURA, LLC
AND
CITY OF AVENTURA
for the
AVENTURA CITY OF EXCELLENCE SCHOOL
The parties, CHARTER SCHOOLS USA AT AVENTURA, LLC and CITY OF AVENTURA,
desire to amend that certain Agreement between them identified above dated June 13,
2024.
TO WIT:
5.2.3 Facilities Development and Construction Oversight
This section shall be modified by adding the following sentence at the end of subsection
5.2.3:
"For more detailed services to be provided herein as provided in Exhibit A attached
hereto."
5.2.12 Annual Budget
This section shall be modified by adding the following sentence at the end of the last
paragraph in subsection 5.2.12:
"Except that the additional fees for services provided by 5.2.3 above, 9.2, and 9.3
below as amended may need City subsidy and shall not be considered
operational."
9.2 Management Fee
This paragraph shall be deleted in its entirety and in its place the following shall be
inserted:
"CSUSA shall be paid an annual Management Fee equal to twelve (12%) percent of
Revenue, as defined in paragraph 9.1 for five (5) years, commencing in the 2026-27
school year and ending in school year 2031-32. The increase to the Management
Fee is fixed and will not be revised for this term regardless of cost construction
overruns, material price escalations, labor shortages, supply chain disruptions or
any other unforeseen circumstances in conjunction with the construction of the
new high school. However, the increased Management Fee shall terminate
immediately upon the cumulative revenue generated by such increase reaching
five (5%) percentage of the total school construction costs. Upon the earlier of the
expiration of the five-year term or the date on which revenues realized from the
construction of the school totals five percent, the Management Fee shall revert
back to an annual Management Fee of ten (10%) percent through the Term of
Agreement. The Fee shall be payable monthly in arrears in substantially equal
monthly installments during such year."
9.3 Development Services
This paragraph shall be deleted in its entirety and in its place the following shall be
inserted:
"The CITY is developing a third school site and within the associated development
and construction budget CSUSA shall be paid by CITY the amended Management
Fee as provided herein in paragraph 9.2 for the services provided by paragraph
5.2.3. CSUSA shall also be reimbursed for pre -construction expenses incurred."
1R nmfaiiit
This section shall be modified by adding the following sentence at the end of subsection
13.4:
"Upon the occurrence of an Event of Default by CSUSA in conjunction with
Facilities Development and Construction Oversight services set forth in Exhibit A,
Section 13 of the 2024 Management Agreement shall generally govern the rights
and obligations of the parties tied to Section 5.2.3 services. In addition to the relief
specified in 13.4 when the City is the non -defaulting party, the City shall have the
right to renegotiate the Management Fee described above depending on the scope
of nonperformance by CSUSA for Section 5.2.3 services."
The rest and remainder of the Agreement shall remain as written or as duly amended by
subsequent writing.
THIS AMENDMENT is executed, and shall be effective, this 191h day of February, 2026.
CHARTER SCHOOLS USA CITY OF AVENTURA
AT AVENTURA, LLC.
By: Jonathan K. Hage
Title: President
By: Br n Pe ues
Title: City Manager
Aventura Post Greenlight Opening Plan
Task Name/Project Stage
Functional Area/SubTasks
Project Phase
CRITICAL PATH
Name
Functional Area
Project Phase
Project Greenlight
Critical Path, BD, Governance, NSOT PM
24-12 months before school opening (up to Oct)
Open Enrollment Begins
Critical Path, M&E
12-8 months before school opening (Oct to end of Jan)
IT infrastructure Order Deadline
Critical Path, ITSS, Tech Procurement
8-4 months before school opening (Feb to end of April)
IT Infrastructure Installation Deadline
Critical Path, Tech Procurement
4-0 months before school opening (May to Sept)
IT equipment order deadline
Tech Procurement, Critical Path
8-4 months before school opening (Feb to end of April)
FF&E Procurement Deadline
Critical Path, Procurement
8-4 months before school opening (Feb to end of April)
Curriculum Order Deadline
Critical Path, Curriculum
8-4 months before school opening (Feb to end of April)
(For Expansion/Reset Projects) Last Day of School Year
Critical Path, School Leadership
4-0 months before school opening (May to Sept)
Hiring Completion Deadline (100% staffed)
Critical Path, Talent Acquisition
4-0 months before school opening (May to Sept)
Temporary CO/CO Acquired
Critical Path, Construction
4-0 months before school opening (May to Sept)
Kitchen equipment installation completion/ready for inspection
Critical Path, Food Services, Construction
4-0 months before school opening (May to Sept)
School FF&E Installation Window
Critical Path, Procurement, Construction
4-0 months before school opening (May to Sept)
NTI
Critical Path, School Leadership
4-0 months before school opening (May to Sept)
RTO
Critical Path, School Leadership
4-0 months before school opening (May to Sept)
Staff Move In Date
Critical Path, Construction
4-0 months before school opening (May to Sept)
First Day of School
Critical Path, School Leadership
4-0 months before school opening (May to Sept)
Pre -Green Light & Greenlight Stages
Name
Functional Area
Project Phase
Project Greenlight
BD, Governance, Critical Path
24-12 months before school opening (up to Oct)
Obtain Greenlight report & share with NSOT
NSOT PM, BD
24-12 months before school opening (up to Oct)
From Bus Dev / Legal - Obtain Entity Documents (AOI's, EIN's, etc.)
Finance, Treasury
24-12 months before school opening (up to Oct)
Provide financial forecast budget to Grants Department
Finance, FP&A
24-12 months before school opening (up to Oct)
Review Enrollment Ramps / vetting for the budget
Finance, FP&A
24-12 months before school opening (up to Oct)
Planning (Data Collection, Review Needs, Provide Information,
Prep work)
Name
Functional Area
Project Phase
Review site plan with RAID
Safety & Security
24-12 months before school opening (up to Oct)
Review Staffing Needs
BC/AC
12-8 months before school opening (Oct to end of Jan)
Al Technology Needs Assessment & Research
ITSS/RDI
24-12 months before school opening (up to Oct)
Infrastructure Design for Al & Next -Gen EdTech/Immersive Learning Ri
ITSS/RDI
24-12 months before school opening (up to Oct)
Research Classroom Audio/Video Capture & Streaming
ITSS/RDI
24-12 months before school opening (up to Oct)
Al & Data Governance Systems
ITSS/RDI
24-12 months before school opening (up to Oct)
Conduct Research and Analysis
M&E
24-12 months before school opening (up to Oct)
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Aventura Post Greenlight Opening Plan
Task Name/Project Stage
Functional Area/SubTasks Project Phase
Sub Task Name
Area Demographics (Consumer Analysis)
Competitors (Consumer Analysis)
Psychographics (Consumer Analysis)
Assist marketing with educational messaging (the type of school, progr
M&E, Education
24-12 months before school opening (up to Oct)
SchoolMint & Power School (with Student Systems)
Student Systems, M&E
24-12 months before school opening (up to Oct)
Subiten
Sub Task Name
Work with School Systems to set up SchoolMint for applications
Coordinate with Student Systems to have an account created in
PowerSchool
Marketing to provide a form with info
School added to Enrollment Reports
School Renderings for marketing materials available (from RAID)
Construction, M&E
24-12 months before school opening (up to Oct)
Construction Photo Updates to use for Campaigns available (from RAID
Construction, M&E
24-12 months before school opening (up to Oct)
Principal & SOA Determine school supplies needs (based on teacher hE
Procurement, SOA- RSOA Tasks, School Leadership
12-8 months before school opening (Oct to end of Jan)
Conduct Inventory process / training
Procurement, Tech Procurement, SOA - RSOA Tasks
8-4 months before school opening (Feb to end of April)
Identify / Announce PO Processing Guidelines
Procurement
8-4 months before school opening (Feb to end of April)
Provide PO Processing and Purchase Policy guidance to SOA
Procurement
8-4 months before school opening (Feb to end of April)
FF&E Requirements
Procurement
8-4 months before school opening (Feb to end of April)
Subitem_
Sub Task Name
Review FF&E needs and budgets with Principal
Typically done by end of January
Receive initial proposals for FF&E
Done in February; Dependent on floorplans from RAID
Review Final FF&E Lists
March 1 (2 wks before deadline)
School Room Designation/Grade Layouts Approved
With RAID; Contingent upon having floor plan approved from RAID
Transportation Requirements
Transportation
84 months before school opening (Feb to end of April)
Subitems:
Sub Task Name
Transportation/Crossing Guards Requirements Determination
Collect Student Information for Transportation/Crossing Guards
Determination (need from ACE/Enrollment)
Food Services - Planning
Food Services
12-8 months before school opening (Oct to end of Jan)
Sub Task Name
Determine school lunch provider (vendor or district)
Determine school participation in the After School // Snack program
Principal to confirm; reimbursable snack program - determined after 1 st school
year
Food Services - Requirements & RFP
Food Services
12-8 months before school opening (Oct to end of Jan)
Sub Task Name
Post Food Service RFP
Depends if a bid process is required by National School Lunch program
Execute/ Complete Food Service Vendor Contract
Depends on if a bid process is required by a new board
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Aventura Post Greenlight Opening Plan
Task Name/Project Stage
Functional Area/SubTasks
Project Phase
Coordinate Food Service tasting events, if applicable (coordinating
event dates from Enrollment)
Vendor sets those up; can be done throughout the year
Communicate the requirements for kitchen equipment
Sign the Uniform Services Agreement
Uniforms
24-12 months before school opening (up to Oct)
Coordinate with Uniform Vendor for Uniform Development - send logo
M&E, Uniforms
12-8 months before school opening (Oct to end of Jan)
Uniform policy approved (colors, styles, etc) - get a copy from State Te
Uniforms, School Leadership
12-8 months before school opening (Oct to end of Jan)
Uniform policy complete; school leadership is aware and distributes the
Uniforms, School Leadership
12-8 months before school opening (Oct to end of Jan)
Principal submits Instructional Tech List
Instructional Tech, School Leadership
4-0 months before school opening (May to Sept)
Confirm all contracts for instructional tech include the new school
Instructional Tech, Procurement
4-0 months before school opening (May to Sept)
Schedule Initial Ed Tech Support Call
Instructional Tech
4-0 months before school opening (May to Sept)
All vendors contacted for implementation
Instructional Tech
4-0 months before school opening (May to Sept)
Execution (Main Scope; majority of the tasks fall into this stage)
Name
Functional Area
Project Phase
Add school/building to CLIPS portal
Safety & Security
12-8 months before school opening (Oct to end of Jan)
Develop safety plan for schools with Admin team
Safety & Security
24-12 months before school opening (up to Oct)
Collaborate with school/district safety department
Safety & Security
24-12 months before school opening (up to Oct)
After Care Room Usage Determined- K-5 bldg
BC/AC
4-0 months before school opening (May to Sept)
ADP Tasks and Setup
HR
12-8 months before school opening (Oct to end of Jan)
Sub Task Name
Set up new school location in ADP
Dependency - Legal to share a FEIN (Tax ID) / SS4
Set up pay groups in ADP
Remove if N/A- State Unemployment Identification (SUls) is
established
Only required if new FEIN. After FEIN received & pay group is set up
(dependency)
Benefits Tasks
HR
12-8 months before school opening (Oct to end of Jan)
Sub Task Name
Ensure worker's comp entities are set up
Notify vendors about the new school opening coming up
HR - Other / Miscellaneous
HR
12-8 months before school opening (Oct to end of Jan)
Sub Task Name
All states except FL - Set up state withholding accounts
Set up salary worksheets/grades with Deputy
Identify HR Business Partner for the area
Send Labor and Worker's comp posters to school
Provide background check/fingerprinting workshop information to new
hires
Owned by HR and Compliance
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Aventura Post Greenlight Opening Plan
Task Name/Project Stage
Functional Area/SubTasks
Project Phase
SOA Training (ONGOING; see comments)
SOA - RSOA Tasks
12-8 months before school opening (Oct to end of Jan), 8-4 months before
school opening (Feb to end of April), 4-0 months before school opening (May
to Sept)
Sub Task Name
ADP Training
MySchoolBucks Training
PowerSchool Training
QuickBooks Training
NetSuite Training
Placeholder - list other tools as needed
Arrange for new SOA to shadow a veteran SOA (2-3 weeks)
SOA - RSOA Tasks
12-8 months before school opening (Oct to end of Jan)
Confirm the shipping accounts setup (UPS and stamps.com)
SOA - RSOA Tasks, Procurement
8-4 months before school opening (Feb to end of April)
School Website & Accounts
M&E
24-12 months before school opening (up to Oct)
S•
Sub Task Name
Update School Website
With Principal, Deputy
Purchase Domains and Email addresses, if needed
Update School Meta Profile
Claim Google My Business Profile
Marketing - Promotional Campaigns
M&E
12-8 months before school opening (Oct to end of Jan)
Sub Task Name
Create Campaign Assets for Paid Media
With State team, Principal (approvers)
Setup HubSpot for Landing Pages/Drip Campaigns
With Principal, Deputy
Order Marketing Toolkit
Order Marketing Swag
If applicable - Ground Breaking Ceremony
M&E
24-12 months before school opening (up to Oct)
Develop signage and coordinate installation
M&E
24-12 months before school opening (up to Oct)
Establish Open Enrollment & Lottery Schedule
Critical Path, M&E
24-12 months before school opening (up to Oct)
S.
Sub Task Name
Run the Lottery
MILESTONE
ONGOING - Develop and Analyze Enrollment Reports
M&E
24-12 months before school opening (up to Oct), 12-8 months before school
opening (Oct to end of Jan), 8-4 months before school opening (Feb to end of
April), 4-0 months before school opening (May to Sept)
ONGOING - Establish Partnership & Sponsorship Opportunities
M&E
24-12 months before school opening (up to Oct), 12-8 months before school
opening (Oct to end of Jan), 8-4 months before school opening (Feb to end of
April), 4-0 months before school opening (May to Sept)
ONGOING - Paid Media & Local Advertising
M&E
24-12 months before school opening (up to Oct), 12-8 months before school
opening (Oct to end of Jan), 8-4 months before school opening (Feb to end of
April), 4-0 months before school opening (May to Sept)
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Aventura Post Greenlight Opening Plan
Task Name/Project Stage
Functional Area/SubTasks
Project Phase
ONGOING - Information Sessions & Local Events
M&E
24-12 months before school opening (up to Oct), 12-8 months before school
opening (Oct to end of Jan), 8-4 months before school opening (Feb to end of
April), 4-0 months before school opening (May to Sept)
Order a -Rate infrastructure/equipment and services
Tech Procurement, ITSS
8-4 months before school opening (Feb to end of April)
Set Up USAC e-Rate
ITSS
8-4 months before school opening (Feb to end of April), 12-8 months before
school opening (Oct to end of Jan)
Subite
Sub Task Name
Submit Request for new BEIN
Category 1 Submission
Category 2 Submission
Al & Data Governance Systems
ITSS/RDI
Subitems:
Sub Task Name
Submit Request for new BEIN
Category 1 Submission
Category 2 Submission
Infrastructure Systems Setup
ITSS
8-4 months before school opening (Feb to end of April), 12-8 months before
school opening (Oct to end of Jan)
Sub Task Name
Wi-Fi Design - Wireless Access Points Mapping
Core Networking & Server Design
Internet Service Provider (main & backup)
Network Deployment- WAPS, Switching, Firewall
Fortigate Infrastructure
Adjust Firewall Rules
Cloud/Okta School Setup
ITSS
12-8 months before school opening (Oct to end of Jan), 8-4 months before
school opening (Feb to end of April)
Sub Task Name
Purchase domains from Cloudflare
DNS and Registrar Setup
Azure/0365 Setup
Helpdesk Ticketing System
Cybersecurity
ITSS
12-8 months before school opening (Oct to end of Jan), 8-4 months before
school opening (Feb to end of April)
Subite
Sub Task Name
Proofpoint Email Protection
Setup Group in Litmos for Cybersecurity Testing
Proofpoint DLP Setup
Content Filter Setup
5of15
Aventura Post Greenlight Opening Plan
Task Name/Project Stage
Functional Area/SubTasks
Project Phase
Life Safety Systems
ITSS
8-4 months before school opening (Feb to end of April), 12-8 months before
school opening (Oct to end of Jan)
Sub Task Name
Physical Security Systems Design
Physical Security Systems Installation
POTs Line
Phone/Fax System Setup
Desktop Services
ITSS
8-4 months before school opening (Feb to end of April), 12-8 months before
school opening (Oct to end of Jan)
Subite,
Sub Task Name
Create account for new School in Mosyle
Create ASM Account
Apple MDM - Mosyle
Windows MDM
Google MDM - Chromebooks
SchoolMint Setup
Student Systems
24-12 months before school opening (up to Oct)
Sub Task Name
School created in SchoolMint
With Enrollment; used for lottery & applications & registrations
Open Enroll Live
Lottery Live
Reg Live
Student Sync Live
PowerSchool Setup
Student Systems
8-4 months before school opening (Feb to end of April)
Sub Task Name
Set Up
Add school to state/nat'I staff permissions
Master Sched Committed
Students Synced
Students Scheduled
Staff Provisioned
Teachers Scheduled
Heartland Autosend
PS Live
School Messenger Setup
Student Systems
4-0 months before school opening (May to Sept)
Sub Task Name
Add school
Create leader accounts
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Aventura Post Greenlight Opening Plan
Task Name/Project Stage
Functional Area/SubTasks
Project Phase
Create autosends
Attendance calls set up
Add staff to SFTP file
Talking Points
Student Systems
4-0 months before school opening (May to Sept)
Subitems:
Sub Task Name
Add School
Create Leader Accounts
MBA
Student Systems
4-0 months before school opening (May to Sept)
Sub Task Name
School Logo
Update Letters with School Names and Grade Levels
Assign already existing letters to new schol
Update school in FreshService
Business Systems
4-0 months before school opening (May to Sept)
Sub Task Name
Set up new building location
Tags Created
NetSuite & Docuware Setup for new building
Business Systems
4-0 months before school opening (May to Sept)
Sub Task Name
Subsidiary
Location added
Check Format
Staff Provisioned
GL Accounts
Bank Accounts
Add to roles
Add to Docuware
PO Approvers
Journal Approvers
VB approvers
Company Bank Details
Trade Centric Set up
Online payment Setup
Business Systems
4-0 months before school opening (May to Sept)
Sub Task Name
Instance created
School Added to Instance
Store Created
7of15
Aventura Post Greenlight Opening Plan
Task Name/Project Stage
Functional Area/SubTasks
Project Phase
Roles Created
Accounts created
Schedule Apple Train the Trainer Session
Instructional Tech
4-0 months before school opening (May to Sept)
Create an Instructional Tech Support Plan for NTI & SY
Instructional Tech
4-0 months before school opening (May to Sept)
Schoology Setup
Instructional Tech
4-0 months before school opening (May to Sept)
Subitems:
Sub Task Name
Set up including claim domain
Add school to state/nat'I staff permissions
Mapping School, Users
Mapping Terms, Sections
SGY Live
Set up Postage Options for new Schools
Procurement
8-4 months before school opening (Feb to end of April)
Coordinate with PrOps to order the school supplies
SOA - RSOA Tasks, Procurement
8-4 months before school opening (Feb to end of April)
Order FF&E / FF&E procurement deadline
Critical Path, Procurement
8-4 months before school opening (Feb to end of April)
Order kitchen supplies for inspection
Food Services, Procurement
8-4 months before school opening (Feb to end of April), 4-0 months before
school opening (May to Sept)
Order equipment (Apple, UDT, TVs, cafeteria devices, carts, etc.)
Tech Procurement
8-4 months before school opening (Feb to end of April)
St
Sub Task Name
Order teacher equipment
Order student equipment
If needed - Carts, computer labs and all remaining equipment (not
classroom laptops)
5 days since TCO (dep: RAID), Note that equipment is delivered at different
times, plus there's a dependency on due to TCO (date confirmed by Jason G.,
RAID) TCO +5 days (after FF&E assembled/moved first)
Order Additional Phones
Order the required equipment for cafeteria - computers, pin pads,
printers, scanners, copiers, etc
Computers, pin pads, printers, scanners, copiers, etc
Displays, interactive whiteboard and TV
Done around May timeframe; long lead times
If needed - Multi -purpose Room equipment
Order additional cameras
Security cameras - RAID
Coordinate interactive whiteboard and TV installations with the school
Tech Procurement
Complete Copier/Leased Equipment Contracts
Tech Procurement
8-4 months before school opening (Feb to end of April)
Transportation
Transportation
8-4 months before school opening (Feb to end of April), 4-0 months before
school opening (May to Sept)
Subite
Sub Task Name
Develop and submit RFP for transportation (if applicable)
Transportation contract completed
Key Deliverable - Agreement signed
Send Transportation Request Parent Letter to Schools (if applicable)
Dependency on Transportaion Contact to be completed
Collect Transportation Requests for Routing (if applicable)
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Aventura Post Greenlight Opening Plan
Task Name/Project Stage
Functional Area/SubTasks
Project Phase
or KEEVERpansions o en or I ransiion & uni5oarding
Angela W.
Food Services - Miscellaneous
Food Services
4-0 months before school opening (May to Sept)
Suhirems,
Sub Task Name
Remind all new school leaders not to send FRL applications home early
Late -July timeline (fee reduced lunch)
Verify and communicate Student Meal Price for Lunch/Breakfast
Late -July timeline
Distribute National School Lunch Program/FRL Applications to Schools
Completed by Jul 15th
Upload the SAM registration to the state
Uploading to the state; dependency on Governance
Update school website with food service vendor information
Summer - done w/School team
Get National School Lunch Program Sponsor Approval
Food Services
4-0 months before school opening (May to Sept)
Food Services Tasks Coordinated w/Vendor
Food Services
4-0 months before school opening (May to Sept)
Subitems:
Sub Task Name
Ensure first food order to the school is placed
Vendor owns the item / a week before the school starts
Distribute/Mail Food Service Posters for Cafeteria
Same - Vendor
Distribute/Mail HACCP Binder
Same - Vendor / Safety Policies
Food Service Staff Training and NSLP Training
Done over the summer; National School Lunch Program + in collaboration with
Vendor
Uniforms - Ordering
Uniforms
4-0 months before school opening (May to Sept)
Sub Task Name
Uniform items ordered
Delivery schedule communicated
Parent communications created
Website and ordering system live
Utility Account Transfers
Facilities, Construction
4-0 months before school opening (May to Sept)
MVP Signage installation
Facilities
8-4 months before school opening (Feb to end of April)
Order New Equipment & Supplies for Custodians
Facilities
4-0 months before school opening (May to Sept)
Setup school in Service Pro
Facilities
4-0 months before school opening (May to Sept)
Service Agreements Executed
Facilities
4-0 months before school opening (May to Sept)
Sub Task Name
HVAC Service Agreement
Interior Pest Control Agreement
Detention Area Water Maintenance Agreement
Lawn Fertilization Agreement
Lawn Maintenance Service Agreement
Contract Custodial Services Agreement for Night shift
Review and approve Parent/Student Handbooks
School Leadership
4-0 months before school opening (May to Sept)
Develop PD Calendar for faculty
School Leadership
4-0 months before school opening (May to Sept)
Sub Task Name
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Aventura Post Greenlight Opening Plan
Task Name/Project Stage
Functional Area/SubTasks
Project Phase
Submit to State Team for Approval
Identify testing coordinator
School Leadership
4-0 months before school opening (May to Sept)
SL
Sub Task Name
Ensure testing coordinator attends State/District Training
Owned by Principal
Principal - Miscellaneous (develop schedule, develop processes & proc
School Leadership
4-0 months before school opening (May to Sept)
Subitems:
Sub Task Name
Create master schedule
Owned by Principal
Determine lunch schedule/rotations
Owned by Principal
Assign classrooms and offices
Owned by Principal
Determine carloop and dismissal procedures
Owned by Principal
RAD - Construction Tasks
Site identified
Functional AreaENEW-_
Construction
Project Phase
24-12 months before school opening (up to Oct)
Disseminate site address to NSOT
Construction
12-8 months before school opening (Oct to end of Jan)
Develop the renderings
Construction
12-8 months before school opening (Oct to end of Jan)
Upload Floor plans/site plans and layout
Construction
12-8 months before school opening (Oct to end of Jan)
Floorplans from RAID available - share with NSOT
NSOT PM, Construction
12-8 months before school opening (Oct to end of Jan)
Site clearing
Construction
12-8 months before school opening (Oct to end of Jan)
Foundation construction
Construction
12-8 months before school opening (Oct to end of Jan)
Pouring slab
Construction
12-8 months before school opening (Oct to end of Jan)
Placement of wall panels and wall panel erection
Construction
12-8 months before school opening (Oct to end of Jan)
Roofing
Construction
8-4 months before school opening (Feb to end of April)
Drywall installation
Construction
8-4 months before school opening (Feb to end of April)
Kitchen equipment installation completion/ready for inspection
Food Services, Construction
8-4 months before school opening (Feb to end of April)
FF&E delivery/installation window
Construction, Procurement
8-4 months before school opening (Feb to end of April)
Conduct Final inspections
Construction
8-4 months before school opening (Feb to end of April)
Elevator monitoring agreement
Construction
4-0 months before school opening (May to Sept)
Lift station agreement (if applicable)
Construction
4-0 months before school opening (May to Sept)
Fire alarm monitoring agreement
Construction
4-0 months before school opening (May to Sept)
TCO/CO
Construction
4-0 months before school opening (May to Sept)
Conduct principal walkthrough and traffic plan review
Construction
4-0 months before school opening (May to Sept)
Conduct Staff orientation
Construction
4-0 months before school opening (May to Sept)
Distribute the key / Staff Move -In date
Construction
4-0 months before school opening (May to Sept)
Handover from RAID to RAS
Construction, Facilities
4-0 months before school opening (May to Sept)
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Task Name/Project Stage
Functional Area/SubTasks
Project Phase
4Talen,tsA,cquisitiona
Project Phase
een, Hire a SEMA
Talent Acquisition
24-12 months before school opening (up to Oct)
Source, Screen, Hire a SOA
Talent Acquisition, SOA - RSOA Tasks
12-8 months before school opening (Oct to end of Jan), 24-12 months before
school opening (up to Oct)
Staffing Matrix Approved and Distributed; SOA Develop ADP Reqs
SOA - RSOA Tasks, Talent Acquisition
24-12 months before school opening (up to Oct), 12-8 months before school
opening (Oct to end of Jan)
ONGOING - Coordinate Hiring Fairs (Kicks off in Jan -Feb)
Talent Acquisition
4-0 months before school opening (May to Sept), 8-4 months before school
opening (Feb to end of April), 12-8 months before school opening (Oct to end
of Jan)
ONGOING - Source and Screen Teachers (Kicks off in Jan)
Talent Acquisition
4-0 months before school opening (May to Sept), 8-4 months before school
opening (Feb to end of April), 12-8 months before school opening (Oct to end
of Jan)
Non -instructional staff
Talent Acquisition
4-0 months before school opening (May to Sept), 8-4 months before school
opening (Feb to end of April), 12-8 months before school opening (Oct to end
of Jan)
Sub Task Name
Source and Hire Aftercare Director
Kicks off in Jan; can be completed around school opening
Source and Hire Aftercare Staff
Kicks off in Jan; can be completed around school opening
Admin Assistant Hired (12 month)
Admin Assistant Hired (10 month)
Source and Screen Assistant Principals
Done in Feb/March - AP, Dean
Source/Screen/Hire Office Staff
June timeframe
Source and Hire IT Technicians
May -July Timeframe
Get NTI dates from EDU and include in offer letters
Talent Acquisition, Education, School Leadership
8-4 months before school opening (Feb to end of April)
Assist with rehires and budget expansions due to IEP needs or other (if
Talent Acquisition
4-0 months before school opening (May to Sept)
Interview/Hire Teachers (100% completion)
Critical Path, Talent Acquisition
4-0 months before school opening (May to Sept)
Review CSUSA Employee Handbook with Staff
Talent Acquisition, School Leadership
4-0 months before school opening (May to Sept)
Education & Curriculum Ordering Tasks
Name
Functional Area
Project Phase
Assist marketing with educational messaging
Education
24-12 months before school opening (up to Oct)
Review PowerPoints utilized in Information Session
Education
24-12 months before school opening (up to Oct)
Approve grants (State/School Team w/Grants team)
Education
24-12 months before school opening (up to Oct)
Review all policies/checklist (uniforms, district/state mandates)
Education
24-12 months before school opening (up to Oct)
Curriculum Guide Development
Education
24-12 months before school opening (up to Oct)
Curriculum Developed/Approved List
Education
24-12 months before school opening (up to Oct)
School calendars created and submitted by the Deputy or State Directc
Education, School Leadership
24-12 months before school opening (up to Oct)
Subiter
Sub Task Name
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Task Name/Project Stage
Functional Area/SubTasks
Project Phase
Determine NTI dates
Principal/state team
Convey NTI dates and share information with HR and Payroll Teams
Developing a plan for facilitation of NTI/RTO
eview school calenclars anci approve prior to governing oar
State team & Deputy Director
Identify the contracted special education service providers
Education
24-12 months before school opening (up to Oct)
Subitems:
Sub Task Name
Send agreements to contracted special education service providers
State Deputy and Principal
Execution of contracted special education service provider agreements
Principal, Deputies
Conduct final review of the Handbook
Education
24-12 months before school opening (up to Oct)
Training leadership team on PowerSchools and additional software
Education
24-12 months before school opening (up to Oct)
Handbook guidance provided to principal
Education
24-12 months before school opening (up to Oct)
School Testing Calendar (internal testing)
Education
24-12 months before school opening (up to Oct)
Support the schools with Roles & Responsibilities document creation
Education
24-12 months before school opening (up to Oct)
Schedule Leadership Cohorts (goal setting)
Education
24-12 months before school opening (up to Oct)
Update special education staffing recommendations
Education
24-12 months before school opening (up to Oct)
IEPs reviewed by Director of Special Education or alternate designee
Education
24-12 months before school opening (up to Oct)
Update master school contact list for new schools
Education
24-12 months before school opening (up to Oct)
Determine course offerings for high schools
Education
24-12 months before school opening (up to Oct)
Develop course directories for high schools
Education
24-12 months before school opening (up to Oct)
Review Curriculum/Resource Matrix with the Principal
Curriculum, Education
8-4 months before school opening (Feb to end of April), 12-8 months before
school opening (Oct to end of Jan), 24-12 months before school opening (up
to Oct)
Prepare instructional POs for schools/provide guidance on ordering
Curriculum, Education
8-4 months before school opening (Feb to end of April), 12-8 months before
school opening (Oct to end of Jan)
Review Curriculum order needs with Principal
Curriculum, School Leadership
8-4 months before school opening (Feb to end of April), 12-8 months before
school opening (Oct to end of Jan), 24-12 months before school opening (up
to Oct)
Curriculum Ordering & Inventory
Curriculum, School Leadership
8-4 months before school opening (Feb to end of April)
Subitems:
Sub Task Name
Identify the shipping address
Ensure curriculum delivery from warehouse to school
2 wks lead time
Verify curriculum deliveries are complete
4 weeks after orders were made
Ensure textbook inventory is complete at each school
Agenda book creation and ordering
Curriculum, School Leadership
8-4 months before school opening (Feb to end of April)
Finance
Functional Area
Project Phase
Send out budgets to all departments
Finance, FP&A
24-12 months before school opening (up to Oct)
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Task Name/Project Stage
Functional Area/SubTasks
Project Phase
Approve and distribute Staffing Matrices
Finance, FP&A
24-12 months before school opening (up to Oct)
Review Management Agreement for Reporting -Related Items/Due Date
Finance, FP&A
24-12 months before school opening (up to Oct)
Determine District/State Budget Reporting Requirements
Finance, FP&A
24-12 months before school opening (up to Oct)
Submit Budgets to Governing Boards for Approval
Finance, FP&A
24-12 months before school opening (up to Oct)
Set Up Adaptive Planning
Finance, FP&A
24-12 months before school opening (up to Oct)
Conduct Principal Training (budget account usage, etc...)
Finance, FP&A
24-12 months before school opening (up to Oct)
Get Insurance - General Liability
Finance, Corporate Accounting
24-12 months before school opening (up to Oct)
Order Bank supplies for School SOAs
Finance, Treasury
24-12 months before school opening (up to Oct)
Open Operating & Payroll Bank Accounts
Finance, Treasury
Open Principal and Internal Funds Accounts
Finance, Treasury
If needed - Board Chair Signatures for Bank Accounts
Governance, Treasury, Finance
24-12 months before school opening (up to Oct)
FTE Payments - Banking set up with Districts
Finance, Treasury
24-12 months before school opening (up to Oct)
Payroll Banking set up (ADP & OneAmerica)
Finance, Treasury
24-12 months before school opening (up to Oct)
Determine District/State Finance Reporting Requirements
Finance, School Accounting
24-12 months before school opening (up to Oct)
Review Charter for Reporting Dates and Add To Calendar
Finance, School Accounting
24-12 months before school opening (up to Oct)
Grants - New Schools Only
Assist and oversee any Grant Drawdowns necessary (Monthly)
Grants
P
24-12 months before school opening (up to Oct)
Assist with any Grant & Grant Wrap-ups as necessary (Monthly)
Grants
24-12 months before school opening (up to Oct)
Coordinate budget review and approval with Education, Finance and IT
Grants
24-12 months before school opening (up to Oct)
Ensure that Education approves grants for DOS
Grants
24-12 months before school opening (up to Oct)
Entitlement Grants (LEA)
Grants
24-12 months before school opening (up to Oct)
Entitlement Grants allocation (non -LEA) July - Dec, depending on distric
Grants
24-12 months before school opening (up to Oct)
Grants coordinate with IT, FF&E, and Education on grant development
Grants
24-12 months before school opening (up to Oct)
Notify relevant departments (IT, Procurement) of CSP award notice (FIc
Grants
24-12 months before school opening (up to Oct)
Notify relevant departments (IT, Procurement) of Federal CSP award n
Grants
24-12 months before school opening (up to Oct)
Notify relevant departments (IT, Procurement) of Walton Grant award n
Grants
24-12 months before school opening (up to Oct)
Planned grant expenditure items separated from operational budgets
Grants
24-12 months before school opening (up to Oct)
Research and identify funding opportunities (Charter School Growth Fui
Grants
24-12 months before school opening (up to Oct)
Verify that Board members renewed/completed Board Governance Trai
Grants
24-12 months before school opening (up to Oct)
Provide FRL Count for non -LEA Schools for Title I Eligibility (+10 days fr
Grants
24-12 months before school opening (up to Oct)
Submit Accreditation Applications
Grants
24-12 months before school opening (up to Oct)
Final Tasks (Ensuring School Readiness; Training, Pre -Opening Tasks)
Name Functional Area
Project Phase
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Task Name/Project Stage
Functional Area/SubTasks
Project Phase
If applicable - Last School Day
Critical Path
4-0 months before school opening (May to Sept)
All instructional tech is live for the school
Instructional Tech
4-0 months before school opening (May to Sept)
Request admin access for instructional software
Instructional Tech, School Leadership
4-0 months before school opening (May to Sept)
Onboarding Tasks
Student Systems
8-4 months before school opening (Feb to end of April), 4-0 months before
school opening (May to Sept)
Sub Task Name
School leaders request access to all Student Systems
Scriecluie Utrice Hours/Support tor school eaciersnip training on
Dependency on Hiring / TA (School staff)
Add school leaders to Schoology ITSS student systems course
Part of the onboarding task for school leadership
School training scheduled
Uniforms
12-8 months before school opening (Oct to end of Jan)
Parent orders shipping commenced
pp g
Uniforms
12-8 months before school opening (Oct to end of Jan), 8-4 months before
school opening (Feb to end of April)
Develop and train staff on TAP APP
Safety & Security
4-0 months before school opening (May to Sept)
Develop the School Threat Management Team (school based)
Safety & Security, School Leadership
4-0 months before school opening (May to Sept)
Training the STMT (School Threat Management Team)
Safety & Security
4-0 months before school opening (May to Sept)
School Staff Training
BC/AC
4-0 months before school opening (May to Sept)
Subitems
Sub Task Name
Review BC/AC Program Guidelines with Principal & Director
Ana Cordal
rain a ore er School Care Director an on
Ana Cordal
Train BC/AC and Food Service Director on Deposit Procedures
SOA
Train Administrative Staff CSUSA Customer Service Excellence
Program
Part of M&E Red Carpet
Train Front Office Staff on CSUSA Customer Service Excellence
Program
Done by M&E, with AP, Principal, and the front office
AC Cost/Payments/Money Handling Procedures -Review
Owned by SOA/ dependency on SOA hiring/ Train food service staff only if
they are using the snack program
Coordinate the inventory technology equipment
Tech Procurement
4-0 months before school opening (May to Sept)
Ensure technology inventory has been completed in IIO
Tech Procurement
4-0 months before school opening (May to Sept)
Coordinate with PrOps/Systems to update NetSuite address for deliveri
Procurement, School Leadership
4-0 months before school opening (May to Sept)
Complete school FF&E installation
Critical Path, Procurement
4-0 months before school opening (May to Sept)
Conduct school FF&E walk through
Procurement
4-0 months before school opening (May to Sept)
Food Services - Finalizing
Food Services
4-0 months before school opening (May to Sept)
Subitems:
Sub Task Name
Schedule/Notify Schools of all Food Service Trainings
July -Aug timeline
Issue Lunch ID Cards to Schools
A week before school openings / end of Jul to end of August
Complete Cafeteria POS Set up
Done at the end of Jul to end of August; POS set up, plus password & access
credentials
Ensure Smart Connect Access for Cafe Supervisors
A week before school openings / end of Jul to end of August
Execute I Complete the Vending Machine Agreements and Schedule
Principals/School to confirm
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Task Name/Project Stage
Functional Area/SubTasks
Project Phase
Order Exterior Flags (US/State/CSUSA)
Facilities
4-0 months before school opening (May to Sept)
Start date of the Facilities Supervisor
Facilities
4-0 months before school opening (May to Sept)
Hold Lawn Maintenance Orientation w/Supervisor
Facilities
4-0 months before school opening (May to Sept)
Determine Mat Requirements and order
Facilities
4-0 months before school opening (May to Sept)
Facilities - start-up kit
Facilities
4-0 months before school opening (May to Sept)
Subitems:
Sub Task Name
Deliver mats to include in start-up kit (will be after walk-through)
Deliver consumables (in start-up supplies)
Provide custodial supplies and SIDS Notebook to school (in start-up kit)
Day Custodial Crew Start/Onboard ing/Training
Facilities
4-0 months before school opening (May to Sept)
Night Custodial Crew Start
Facilities
4-0 months before school opening (May to Sept)
School leadership - Trainings
School Leadership
4-0 months before school opening (May to Sept)
Sub Task Name
Ensure representative is sent to State/District ESE/EC Workshop
Owned by Principal
Ensure representative is sent to State/District ESOL/ELLWorkshop
Owned by Principal
SOA/SEMA/Principal attends district required systems trainings
Owned by Principal
Ensure new principal attends district works hop/train ings
Owned by Deputy Director
Attend Clinic Training
Owned by Principal
Open Houses for all grade levels scheduled
School Leadership
4-0 months before school opening (May to Sept)
Conduct NTI and RTO
Critical Path
4-0 months before school opening (May to Sept)
Train leadership on ServicePro (done during NTI)
Facilities
4-0 months before school opening (May to Sept)
Confirm delivery of agenda books (if needed)
School Leadership
4-0 months before school opening (May to Sept)
All parents received uniforms
Uniforms
4-0 months before school opening (May to Sept)
Pre -Opening Phone Calls to Enrolled Families
M&E, School Leadership
4-0 months before school opening (May to Sept)
Dedication/Grand Opening Ceremony (post opening; as needed)
M&E, School Leadership
4-0 months before school opening (May to Sept), Post Opening
First School Day
Critical Path
4-0 months before school opening (May to Sept)
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