09-24-2001
A '!be City of
1"\.ventura
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City r.nrnrnu.fnn
Jeffrey M. Perlow, Mayor
City MllnW'
Eric M. Soroka
Arthur Berger
Jay R. Beskin
Ken Cohen
Harry Holzberg
Manny Grossman
Patricia Rogers-Libert
Ci(yat:d
Teresa M. Soroka, CMC
Ci(y AttonJC;:v
Weiss Serota Helfman
Pastoriza & Guedes
COMMISSION MEETING
September 24,2001 5:50 P.M. (laID'MngBOOgetHearin~)
Avemura Gnvemnlt:nt Center
19200 West Country Cluh Drive
Aventura, FIorK.la33180
1. CALL TO ORDER\ROLL CALL
2. CONSENT AGENDA: Matters included under the Consent Agenda are self-explanatory and are not
expected to require discussion or review. Items will be enacted by one motion. If discussion is desired by any
member of the Commission, that item must be removed from the Consent Agenda and considered separately.
A. MOTION TO ACCEPT AND AUTHORIZE CITY MANAGER TO FILE
AVENTURA CHARTER ELEMENTARY SCHOOL APPLICATION WITH
THE MIAMI-DADE COUNTY SCHOOL BOARD
B. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
A VENTURA, FLORIDA AMENDING RESOLUTION NO. 99-48 WHICH
ESTABLISHES PROCEDURES FOR COMMISSION TRAVEL AND
EXPENSES; AND PROVIDING FOR AN EFFECTIVE DATE.
C. MOTION TO AUTHORIZE AND APPROVE THE APPOINTMENT OF
COMMISSIONER PATRICIA ROGERS-LIBERT TO THE FLORIDA
LEAGUE OF CITIES' URBAN ADMINISTRATION COMMITTEE AND
NATIONAL LEAGUE OF CITIES' COMMUNITY AND ECONOMIC
DEVELOPMENT STEERING COMMITTEE; AND VICE MAYOR KEN
COHEN TO THE FLORIDA LEAGUE OF CITIES' CRIMINAL JUSTICE,
ETHICS AND PERSONNEL COMMITTEE; FEDERAL ACTION STRIKE
TEAM AND NATIONAL LEAGUE OF CITIES' PUBLIC SAFETY AND
CRIME PREVENTION COMMITTEE.
D. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
AVENTURA, FLORIDA, AWARDING A CONTRACT FOR THE CITY'S
PROPERTY AND LIABILITY INSURANCE TO THE FLORIDA
MUNICIPAL INSURANCE TRUST; AUTHORIZING THE CITY
MANAGER, ON BEHALF OF SAID CITY, TO EXECUTE ASSOCIATED
CONTRACTS; AUTHORIZING THE CITY MANAGER TO DO ALL
THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS
RESOLUTION; AND PROVIDING AN EFFECTIVE DATE
Sep\llmbllr 24,2001 Special MeetiDg
3. RESOLUTIONS:
A. A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
A VENTURA, FLORIDA, AUTHORIZING THE CITY MANAGER TO
EXECUTE THE ATTACHED DEVELOPMENT AGREEMENT FOR THE
DESIGN AND CONSTRUCTION OF THE A VENTURA CHARTER
ELEMENTARY SCHOOL FACILITY BETWEEN THE CITY OF
A VENTURA AND CHARTER SCHOOLHOUSE DEVELOPERS, INC.;
AUTHORIZING THE CITY MANAGER TO DO ALL THINGS
NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTION; AND
PROVIDING AN EFFECTIVE DATE.
4. ADJOURNMENT.
This meeting is open to the public. ]n accordance with the Ameril:ans with Disabilities Act of 1990, 1111 persons who are disabled and wm need special accolI\l1Tldations to participate in this meeting
because of that disahility smuld contact the Office of the City Clerk, 305-466-8901, not later than two days prior to such proceeding. One or mm: members of the City's advisory boards may he in
attendance. Anyone wishing to appeal Wly decision made by the City of Aventura City Conllnission with respect to any matter considered at such meeting or hearing will need a record of the
pl\lceedings wid, for such purpose, may need 10 ensure that a verbatim record of the proceedings is mooe, which record includes the testirmny and evidence upon which the appeal is to be based.
Agenda items may be viewed at the Office of the City Clerk. City of Aventura Govenunent Center. 19200 West Country Cluh Drive. Aventura. FkHida. 33180. An)'{llle wishing to obtain a copy of
Wly agenda item shoukl contacl Ihe CilyClerk al 305-466-8901.
2
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CITY OF AVENTURA
OFFICE OF THE CITY MANAGER
MEMORANDUM
FROM:
TO:
DATE:
SUBJECT: Motion to Accept and Authorize City Manager to File Charter School
Application
September 24, 2001 City Commission Meeting Agenda Item ~
RECOMMENDATION
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It is recommended that the City Commission adopt the following motion:
"Motion to Accept and Authorize City Manager to File the Aventura Charter
Elementary School Application With the Miami-Dade County School Board."
BACKGROUND
In accordance with the Miami-Dade County School Board requirements all applications
for charter schools must be received by October 1 st. The attached application has been
developed and prepared by Charter Schools USA with input and review by Kathy Wilbur
and myself.
The application includes the information contained in RFP #01-06-01-2 and policies and
discussion subjects related to the school operations previously discussed with the City
Commission. The application is for an elementary school (K-5) for 600 students to be
located at 3333 N.E. 188th Street. The application is reviewed by several committees of
the School Board, at which time the School Board has sixty (60) days to approve or
deny the application. It should be pointed out, our application is the first one filed on
behalf of a municipality in Miami-Dade County. If the application is approved, we will
then be required to enter into a contract with the School Board.
If you have any questions, please feel free to contact me.
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EMS/aca
Attachment
CC01007-01
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II Draft II
A ventura Charter
Elementary School
(ACES)
r--.J A Charter School-In - The- Municipalityr--.J
MIAMI-DADE COUNTY PUBLIC SCHOOLS
Charter School Application
2002-2003
October 1, 2001
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MIAMI-DADE COUNTY PUBLIC SCHOOLS
2002-2003 CHARTER SCHOOL ApPLICATION
PART I
A. GENERAL INFORMATION
Name of charter school:
A ventura Charter Elementary School (ACES)
Name of Founder:
City of A ventura
Address:
c/o Eric M. Soroka, City Manager
19200 West Country Club Drive
City, State, Zip Code:
A ventura, Florida 33180
Telephone Number:
(305) 466-8901
Fax Number: (305) 466-8919
E-Mail Address:
sorokae@cityofaventura.com
Name of contact person:
Tiffanie Pauline, Director
Charter Schools USA
Address:
6245 North Federal Highway, 5th Floor
City, State, Zip Code:
Fort Lauderdale, Florida 33308
..-.
Telephone Number:
(954) 202-3500
Fax Number: (954) 202-1855
E-Mail Address:
tpauline@charterschoolsusa.com
. Have you/will you file an application to charter this proposed school, with other entities?
YES ..x_ NO
. Please provide a brief description of the proposed school.
A ventura is characterized by a growing population of younger families with school-aged children; therefore, the
City of Aventura wishes to develop a municipally sponsored elementary charter school to open for the 2003-
2004 school year. This school will be the first elementary public school within the City's limits. ACES will
serve up to 600 students in kindergarten through fifth grades. The goal of the academic program is to establish a
flexible "open framework" that supports creativity, high standards and a solid academic foundation for students.
The School will be housed in a state-of-the-art educational facility. The proposed location of the school is 333
NE 188th Street, adjacent to a planned community and recreation center.
B. Student Enrollment Breakdown by Year
Year 1: Grade(s) K-5 Up to 600 Students (maximum capacity)
Year 2: Grade(s) K-5 Up to 2QQ Students (maximum capacity)
Year 3: Grade(s) K-5 Up to 2QQ Students (maximum capacity)
Year 4: Grade(s) ~ Up to 2QQ Students (maximum capacity)
Year 5: Grade(s) ~ Up to 2QQ Students (maximum capacity)
.-. Years 6 -15: Grade(s) ~ Up to 2QQ Students (maximum capacity)
C. Long Range Goals
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The long-term vision of A ventura Charter Elementary School (ACES) is to create within public education a school
with a clear focus, high academic standards and student achievement within a context of developing student values
and moral character. ACES will be a true neighborhood school for the children of Aventura. In addition, the school's
capacity should alleviate some of the overcrowding concerns of the schools in the surrounding communities.
Long-Range Goals
1. Students will perform at the Florida Sunshine State Standard benchmark requirement or higher by
year 5.
2. Students will demonstrate mastery of the curriculum competencies at a minimum of 80%
achievement by year 5.
3. Students and parents will have a wide range of assessment information including portfolios, grade
reports, norm-referenced tests, criterion-referenced tests, and state assessment tests to evaluate the
students' achievements and progress.
4. Students will demonstrate synthetic reasoning skills utilizing interdisciplinary connections through
presentation modes such as oral reports, PowerPoint presentations, visual arts or other appropriate
media by year 5.
5. Students will demonstrate mastery of cooperative learning techniques with a culminating science
project that requires group investigation of a school prescribed topic utilizing the scientific method.
The students will present their projects at an annual science fair.
D. Proposed Facility
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The school will be housed in a modem educational facility developed by Charter Schoolhouse Developers, Inc.
and designed by Wolfberg Alvarez and Partners. The school will be a two-story 44,000 square foot facility
located on approximately three acres ofland.
E. Location
The proposed location of the Aventura Charter Elementary School is 3333 NE 188th Street, Aventura, Florida
33180, less than a mile from the Government Center and Founder's Park.
The City of Aventura is currently developing a community and recreation center on a 2.8 parcel ofland
adjacent to the proposed school which will create a true neighborhood school environment.
F. Proposed School's Legal Counsel
The proposed school will be represented by:
Edward J. Pozzuoli
Tripp Scott - Attorneys At Law
110 SE 6th Street, 15th Floor
Fort Lauderdale, FL 33301
(954) 760-4934
or
Weiss, Serota, Helfman, Pastoriza & Guedes, P.A.
Attorneys at Law
2665 South Bayshore Drive, Suite 420
Miami, FL 33133
(305) 854-0800
G. Proposed School's Schedule
A ventura Charter Elementary School's academic calendar will follow the Miami-Dade County Public Schools'
academic calendar with the exception of half-days; in which case, the students will attend full days. ACES's
school calendar will consist of approximately 185 days of instruction per year.
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MIAMI-DADE COUNTY PUBLIC SCHOOLS
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2001-2002 CHARTER SCHOOL ApPLICATION
A PROPOSAL FOR
A VENTURA CHARTER ELEMENTARY SCHOOL (ACES)
PART II
Charter Schools USA, on behalf of the City of A ventura, is submitting this application to Miami-Dade County Public
Schools (hereinafter referred to as "MDCPS") for the Aventura Charter Elementary School (hereinafter referred to
as the "A CES").
I. ACADEMIC DESIGN
A. Mission
1. Describe the core philosophy and/or underlying purpose of the proposed school.
The City of Aventura, once a small and quiet community, has become home to over 26,000 residents from all
walks of life. Many of these residents are young families with school-aged children. Since there is not currently
a public school within the confines of the City of A ventura, the school-aged children must venture outside the
City's limits to attend traditional public schools in nearby communities. The City of Aventura is committed to
providing an impeccable quality of life for its residents, both young and old. In response to the community's
desire for a neighborhood school in a safe and secure environment, the City of A ventura proposes to provide its
residents with an education choice for their children in grades K-5 for the 2003-2004 academic year. In doing
so, ACES will not only serve the needs of its residents, but a school of this capacity will also help alleviate some
of the county's growing educational needs. ISee Exhibit A - City of Aventura Overview].
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The mission of ACES is aligned with that of MDCPS, to support the improvement of student achievement by
strengthening instructional leadership, launching innovative systemic initiatives, and disseminating resources that
enhance curriculum and instruction. Students will be provided with a challenging, personalized learning
experience that ensures the highest measure of intellectual potential and an increased sense of self-esteem. The
students will improve their academic achievement, motivation, discipline and self-control through a program
utilizing personal educational plans, integrated experiential learning, critical thinking skills, modem languages,
recreational and athletic activities, life skills and technology.
A CES has, as its core philosophy, the belief that all children can develop as intellectual learners, function as good
citizens, learn as individuals in our society and develop as actual or potential workers in our community.
Students can be academically successful with all subjects, contributing to their intellectual development. ACES
values the traditional classroom teacher and the role the family plays in impacting the students, and it places
strong emphasis on the value of new information and technologies to enhance the development of the individual
strengths of each of the students. ACES places strong emphasis on identifying each student's learning styles and
developing strategies that enable these students to succeed. A CES believes in developing good morals and useful
skills in preparing functioning citizens. This charter school will be a modem public school that will lead to
improved educational outcomes for its students. It will create a greater sense of community ownership with the
students and parents due to its neighborhood school environment, its contractual agreements for parent
involvement, a school dress code, and the intense educational program that will focus on developing effective,
functioning human beings. The synergy of the low staff-pupil ratio, the goal oriented curriculum and the
preparation and teaching experience of the selected staff will provide a high level of consistency between the
mission and the educational program.
The City of A ventura proposes to develop ACES as the first school in a multi-campus school design. In keeping
with the focus on developing the whole child, enrichment programs such as study skills and test preparation
classes, music, dance, art programs, clubs and service groups, as well as intramural interscholastic sports will
provide students with needed support and social experiences to excel in all facets of life. This involvement will
create a greater sense of empowerment due to the parents having the right to choose this type of school for their
children and the mandated parental involvement. The comprehensive educational program will focus on
developing effective, functioning human beings.
Application - Page 1 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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2. Describe the target student population to be served, including the student ages and grade levels.
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A CES will provide a unique academic environment for approximately 600 culturally diverse students, ages 5-1 I
in Kindergarten through 5th grade.
As a charter school-in-the-municipality, ACES will limit the enrollment process to target the children of residents
of the City of A ventura according to the Florida State Statute. However, A CES will not discriminate on the basis
of race, religion, national or ethnic origin, or exceptionality in the admission of students, in accordance with
federal and state anti-discrimination law.
ACES shal1:
. Be open to any K-S student covered in an interdistrict agreement or residing in the school district.
. Limit the enrol1ment process to target K-S students residing in the City of Aventura, and may give
enrollment preference to a sibling of a student enrol1ed in the school, a child of a member of the governing
board, or a child of an employee of the charter school.
. Provide an equal opportunity of being selected for enrollment for students with handicapping conditions and
students served in ESOL programs.
. Al10w students to withdraw from the school at any time and enroll in another public school in accordance
with the policies of MDCPS or district in which they reside.
. Enroll an eligible student who submits a timely application, unless the number of applications exceeds the
capacity of the program, class, grade level or building.
The school population will consist of the following:
School Profile
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Grades Year 1 Year 2 Year 3 Year 4 Year 5 Years 6 - 15
Kindergarten 100 100 100 100 100 100
1 st grade 100 100 100 100 100 100
2nd grade 100 100 100 100 100 100
3rd grade 100 100 100 100 100 100
4th grade 100 100 100 100 100 100
Sth grade 100 100 100 100 100 100
Total Students 600 600 600 600 600 600
B. Educational Program
1. Describe the educational program of the school, providing an overview of curriculum
objectives and content of the main subject.
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ACES will utilize the Charter Schools USA (CSUSA) Core Curriculum. The CSUSA Core Curriculum
is a framework that incorporates the formal performance-based Florida Sunshine State Standards and
encourages steady academic progress as students build their knowledge and skills from one year to the
next. This curriculum uses a spiral, interdisciplinary and conceptual approach to instruction, where
concepts and skills continue to be introduced and expanded upon at each grade level. ACES also
recognizes that a balanced academic program emphasizes interdisciplinary study, reading and writing
across the curriculum, critical thinking skills, cooperative learning projects and infusion of technology
throughout the curriculum. Each student will have a Personal Learning Plan (PLP) that will assess
his/her skills level when he/she enrol1s in the school, design a path for growth, periodically reassess skill
development and alter the plan as needed. Portfolio assessment is fundamental to the development of a
good PLP. since only through authentic assessments will each student's strengths become evident. The
CSUSA Core Curriculum Framework identifies competencies to be mastered at each grade level. This
sequential building of knowledge ensures that children enter each new phase of their academic endeavor
prepared to achieve to their highest potential. Therefore, the curriculum framework places emphasis on
reading, writing and mathematics as wel1 as modem language, physical education, the arts and
Application - Page 2 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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technology. The overarching goal of this curriculum is to establish a flexible "open framework" that
supports creativity, high standards and a solid academic foundation for the students.
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A CES achieves this solid academic foundation and high standard by aligning the CSUSA Core
Curriculum with the Florida Sunshine State Standards (as a main description of the instruction students
should recognize and learn), the Principles and Standards for School Mathematics (as upheld by the
National Council of Teachers of Mathematics), and the National Science Education Standards. With
this rigorous and challenging curriculum, A CES strives to enhance the learning potential of students by
meeting the needs of all students and expanding the expected knowledge at each grade level beyond the
minimum skills required by MDCPS. This structured, yet "open framework" provides the highest of
standards while allowing teachers creativity in the presentation and delivery of the curriculum.
Additionally, this "open framework" promotes analytical thinking skills necessary for success on the
Florida Comprehensive Assessment Test (FCA T).
A table revealing a sample of the alignment between the Florida Sunshine State Standards and
CSUSA's Core Curriculum is detailed in the following table:
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Application. Page 3 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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Sample Standards for Elementary Schools
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Sunshine State Standards CSUSA's Core Curriculum
Reading (Grades K-2) Reading/Literature (Grade 2)
Standard 1: The student uses the reading process Standard l-E: The student will demonstrate
effectively. (LA.A.l.l) comprehension through responding and analyzing
fictional and nonfictional selections.
Predicts what a passage is about based on its title and The student will generate alternative endings to plots and
illustrations. will identify the reason(s) and the impact of the
alternatives.
Mathematics (Grades 3-5): Algebraic Thinking Mathematics (Grade 5): Numerical and Algebraic
Concepts and Operations
Standard 2: The student uses expressions, equations, Standard 2-E: The student will solve real-world and
inequalities, graphs, and formulas to represent and mathematical problem situations using algebraic
interpret situations. (MA.D.2.2) concepts including variables and open sentences.
Uses informal methods, such as physical models and The student will represent a given simple problem
graphs, to solve real-world problems involving equations situation using diagrams, models, and symbolic
and inequalities. expressions translated from verbal phrases or verbal
phrases translated from svmbolic expressions, etc.
Science (Grades 3-5): The Nature of Science Science (Grade 4): Investigation and Experimentation
Standard 2-B: The student will develop solutions to
Standard 1: The student uses the scientific processes unfamiliar problems through reasoning and inquiry
and habits of mind to solve problems. that includes identifying a question, formulating a
(SC.H.1.2) hypothesis, controlling and manipulating variables,
devising experiments, predicting outcomes, comparing
and analyzing results, and defending conclusions.
Knows that it is important to keep accurate records and The student will conduct multiple trials to test a
descriptions to provide information and clues on causes prediction and draw conclusions about the relationship
of discrepancies in repeated experiments. between predictions and results.
Social Studies (Grades K-2): Geography Social Studies (Grade 1): Geography
Standard 2: The student understands the interactions Standard 3-D: The student will investigate how
of people and the physical environment. (SS.B.2.1) economic, political, and cultural processes interact to
shape patterns of human migration and settlement.
Knows how different communities have changed The student will describe life in urban areas and
physically and demographically. communities of various cultures of the world at various
times in historY.
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Application - Page 4 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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At the base of all forms of interdisciplinary curriculum is the concept of knowledge as divided into
"subjects" or "disciplines" which are woven together to make their connections apparent to students; the
sanctity of the subject matter or discipline remains intact. Students will experience an expanded range
of disciplines and a variety of teaching methods. The program will focus on each student's individual
learning style with interactive studies in language arts, reading, mathematics, science, social studies,
geography, music, art, study skills, foreign language, physical education and technology. As a student
moves through grades one through five, there is an added emphasis on organizational skills and
individual oral and written reports.
The following is a brief overview description of the curriculum for each discipline.
Reading
The primary goal of the reading program is to help the students understand what they read, effectively
express what they mean, and apply these skills to all areas of the curriculum. The use of multi-level
tests, computer programs, and a wide variety of novels help each child master the skills needed to
achieve early independence in reading. The novels cover a broad scope of interests that encourage
personal development through reading.
A firm foundation of reading skills is developed through a strong phonies program to provide word
attack and word analysis skills and the acquisition of decoding skills. During daily reading periods,
teachers use numerous approaches to develop and strengthen skills of comprehension. Informal
discussions of stories promote inferential skill development and frequent oral reading encourages
expressiveness. Children learn to appreciate literature and their own creative stories. Students further
develop the reading habit at an early age as they participate in the home-centered reading programs
which involves parents in an "at - home" reading program established by the school.
Language Arts
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Each student gains a firm foundation of language skills through the CSUSA Core Curriculum. The
basic understanding of the mechanics and structure of the English language is a major goal. The Core
Curriculum emphasizes the formation of good listening, writing, and speaking skills. Students improve
speaking, listening, and spelling abilities through small and large group instruction. Teachers will
provide daily opportunities to apply the skills learned in both writing and speaking activities. All
primary students participate in activities which develop important basic concepts and foster creative
expression. The curriculum builds upon and extends language concepts developed earlier. The Core
Curriculum emphasizes traditional grammar, including parts of speech; students must analyze and
eventually learn to diagram sentences. Spelling and vocabulary development are continued, and
composition skills are extended through both formal and creative writing assignments.
Language Arts is integrated into all areas of the curriculum. Teachers will evaluate students for skill
development as they refine their skills while writing in their journals, reviewing current events, studying
mathematical word problems, and enjoying multicultural literature.
Mathematics
The Core Curriculum guides students towards understanding fundamental concepts and developing the
ability to apply their knowledge in problem solving. All grades use word problems to promote
analytical thinking skills. Emphasis is based upon mastery of basic operations and the importance of
accuracy in computation. Challenging enrichment activities for high achievers are provided to broaden
and extend concept understanding.
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The academic program and materials will appeal to the child's intuitive feelings about numbers.
Teachers will use various manipulative materials before moving students to paper and pencil tasks. An
understanding of the number system, including the relationship among basic operations, is stressed
along with inequalities and place value. Additional areas of emphasis include telling time, counting
money, measurement, complex equations, and basic algebraic and geometric concepts.
Application - Page 5 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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Science
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The science curriculum enhances the child's natural curiosity about the environment and augments the
awe and wonder of inquiries and discoveries. Students, working with others and by themselves, will use
the senses and hands-on manipulation of objects to build a strong foundation of concepts. Science is a
process, a way of thinking about and investigating the world in which we live. Through guided
observations, students learn to notice as much as possible about objects and events, paying close
attention to detail. Developing their own questions and performing investigations and experiments in a
safe environment, students will use the processes of scientific investigation to design, predict, conduct,
observe, measure, describe, gather data and evaluate while communicating and recording their
observations. Students start to build knowledge about the properties of the physical world as they
explore, examine, classify and manipulate common objects in their environment and note their
similarities and differences. They also begin building their knowledge through observing, investigating,
describing and explaining characteristics and structures of living things, the processes of life (life
cycles) and how living things interact with each other and their environment. Awareness about the
Earth through experiences in comparing, contrasting and describing earthly materials is also a vital part
of the science curriculum.
Social Studies
The social studies curriculum uses a sequential approach to unify history and the social sciences and
promotes the development of concepts and the mastery of methods of inquiry. Students gain an
understanding of the major factors which have influenced the structures of society from earliest times to
present day. The faculty teaches geographic skills in every grade, and classes regularly discuss current
events. Teachers also seek to educate students to become effective and contributing members of their
community, to increase their understanding of privileges and responsibilities of citizenship, and to instill
a feeling of patriotism and national identity. Field trips are an extension of classroom learning that
assists students in the application of knowledge about local, state, and national government.
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Concepts of home and community are reviewed and extended. Students gain a broader understanding
of living in communities through the study of both similar and diverse societies. Influence of
geographic, cultural, and economic factors is emphasized in the core cuniculum.
Modern Language
Modem language is a required subject. The CSUSA Core Curriculum places emphasis on four basic
components of language acquisition, which are listening, speaking, reading and writing. The goal is to
develop the conversational and written skills required for living in a diverse environment. Another vital
component in the CSUSA Core Curriculum is that students build an understanding of the relationship
between perspectives and products of the culture being studied. Application of this knowledge affords
them the ability to recognize cultural practices and uniqueness of various communities.
Based on the demographics of the community and the student population, the School Advisory Board,
administration and faculty will determine which modem language(s) will be offered prior to the start of
the school year. Choices may include, but are not limited to, Spanish, French, Portuguese, Creole, and
American Sign Language.
Technology
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ACES recognizes and embraces the important role technology plays in educating children to prepare
them for the opportunities of tomorrow. Technology has proven invaluable as not only a skills based
tool for children to learn, but also an additional tool to assist teachers in providing targeted, effective
learning strategies for successful educational outcomes. ACES's philosophy of the role of technology in
the classroom is based on three concepts. First, technology is the core for learning. Second, technology
must be ubiquitous, (i.e., readily accessible to teachers and students in the classroom and all areas where
learning takes place). Third, educational use of the Internet broadens and deepens students' knowledge
and academic achievement. Students will also learn basic keyboarding, word processing, and multi-
media software. Appropriate use of the Internet will be ensured via the installation of software filters
Application - Page 6 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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designed to block access to those sites deemed unsuitable for student access including pornographic
sites. Supervision by faculty and staff will further ensure appropriate student use of the Internet. A
solid foundation of computer skills that enhance the whole learning experience is vital.
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Physical Education
Physical education will include a variety of developmental activities emphasizing fine and gross motor
skill development. The kindergarten through second grade curriculum is focused on movement
exploration through various locomotor and non-locomotor experiences and includes instruction in
keeping their growing bodies healthy, clean and out of harm's way (health/nutrition, drug prevention,
first aid, safety and exercise). Physical education in grades three through five allow students to interact
in team sports that also contribute to developing habits of good sportsmanship.
The curriculum emphasizes physical fitness and a basic application of individual skills in a team sport
environment. Good sportsmanship and cooperation are stressed at all levels.
AI:!
The main goal in art is to provide every student an opportunity to develop and explore his or her
creative potential. Specialists will encourage skill development and artistic adventure as they guide
students to create and express themselves in both realistic and abstract models.
Students will develop art skills, including an aesthetic awareness of art forms in nature, an appreciation
of different artistic styles and the confidence to use art as a mode of personal expression. Art provides
students a way of exploring the world beyond what they have experienced thus far in their lives and
serves as a "cultural window" to a larger and richer world. Students will get practice imagining,
experimenting, solving problems, thinking independently and making their own decisions.
Mmk
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The music curriculum includes both vocal and instrumental music. Specialists will introduce students
to both music skills and knowledge of various types of music literature.
Skills and techniques are developed throughout all grade levels. These include rhythm reading, melodic
reading and appropriate dictation. Creation and communication is another important part of the
curriculum. As a Fine Art, music provides students a way of exploring the world beyond their everyday
experiences and serves as a "cultural window" to a larger and richer world. Thus, aesthetic and critical
analyses help students comprehend the difference between knowing and understanding in the arts. The
last area included in this field is application to life. Real applications of music within the cUlTiculum
helps students connect the impact of music to their everyday lives.
2. Identify five to seven long-range goals for the duration of the contract.
The long-term vision of ACES is to create within public education a school with a clear focus, high
academic standards and student achievement within a context of developing student values and moral
character. ACES will be a true neighborhood school for the children of Aventura and with the provision
of new school capacity, it will alleviate some of the overcrowding concerns in Miami-Dade County.
It is imperative that the school develops a foundation that equips each student with the appropriate skills
needed to enhance their quality of life. The mission of A CES is to educate and empower the students,
with the assistance of parents, staff, and community, to think clearly and to reinforce values system that
will train students to act justly. The goal is to create a small school environment that will focus on the
development of each student. The curriculum is designed to address the mental, physical and emotional
needs of each student. Failure will not be an option, and ACES will leave no student behind.
~
The basic educational philosophy is rooted in Piaget's stages of development, Beverly Tatum Daniel's
stages of identity, Kohlberg' s moral reasoning and Howard Gardner's Theory of Multiple Intelligences.
Essentially the philosophy is that "every child can learn" given appropriate learning tools and
opportunities using a variety of teaching strategies that match the student's learning style. To effect this
Application - Page 7 of 42
Aventura Charter Elementary School
City of Aventura
Drafl- 9/01
<:~;).,1I1 rig/liS resen:ed i\"() pan o(this marer!l" may he reproduced o/' Lllilized in {}II)'.fi)J'fJ/ or by allY mellns.
wil/JOW IV/";IIi'/1 pennission.!,"of/7 ell/Trier 5'dwols [.is-I.
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philosophy and pedagogy the school will develop for each child a personal 'Iearning plan that includes
benchmark standardized testing, a parent assessment of the child's strengths and areas of need, and
teacher assessments. It will also include a statement from each child listing his/her own academic self-
assessment. Teachers will be trained in the various teaching methods that are built upon the school
philosophy to maximize students' learning potential.
Long-Range Goals
I. Students will perform at the Florida Sunshine State Standard benchmark requirement or higher by
year 5.
2. Students will demonstrate mastery of the curriculum competencies at a mInImum of 80%
achievement by year 5.
3. Students and parents will have a wide range of assessment information including portfolios, grade
reports, norm-referenced tests, criterion-referenced tests, and state assessment tests to evaluate the
students' achievements and progress.
4. Students will demonstrate synthetic reasoning skills utilizing interdisciplinary connections through
presentation modes such as oral reports, PowerPoint presentations, visual arts or other appropriate
media by year 5.
5. Students will demonstrate mastery of cooperative learning techniques with a culminating science
project that requires group investigation of a school prescribed topic utilizing the scientific method.
The students will present their projects at an annual science fair.
Additional Goals
The following character education goals are interwoven with the CSUSA Core Curriculum. These goals
focus on development of individual responsibility, promotion of the common good and definition of a
sense of belonging and community involvement.
The character education objectives address the following goals.
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Individual resDonsibility
. Demonstrate responsibility in following rules of the school, taking care of themselves, and other
areas in which they have some personal involvement
. Demonstrate reliability in terms of meeting deadlines, attendance to school, and having the
necessary tools for learning (i.e. pencils, notebooks)
. Demonstrate an appreciation for accountability by taking responsibility for their actions and
behavior (This is an opportunity to learn from mistakes.)
. Dependability
. Demonstrate integrity
. Exercise self discipline especially in group activities
SUDDorting the Common Good
. Demonstrate respect by showing consideration of others
. Utilize tolerance by respecting and recognizing others backgrounds, beliefs, practices, and
differences
. Demonstrate kindness by being caring, helpful, thoughtful and considerate
. Differentiate the value of supporting and promoting the common good versus individual needs
Sense Qf Community
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.
.
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Be truthful, trustworthy and upright
Volunteering to serve to make the school stronger
Practice good citizenship by knowing, understanding and following rules of school and laws
Serve as a productive, cooperative member of the school community
Understand patriotism by displaying high regard for laws, government and the diverse heritage of
our country
Application - Page 8 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
;..c,),-Jl/ rigllls re,\Trl'ed j\'() pari o(this material may he reproduced 0/' utilized ill (llly.lhrm or hv any mellns,
'l'ir/lO'" wrillen p(;'rmi.~',\'i()lIjimn Charter S'c/lOO/S USA.
3. Provide a list of the specific measurable objectives for the first year of the initial contract.
These objectives will be part of the Schoo] Improvement Plan and will be evaluated annually.
"'...-..,
The curriculum objectives will parallel those stated in the Sunshine State Standards. ]n addition to
evaluating the charter's success on objectives stated in the application, all charter schools will be held
accountable for meeting the State's student performance requirements as delineated in State Board Rule
6A-1.0991, Implementation of Florida's System of School Accountability. Specific Authority 299.053,
299.0535, 299.592, Florida Statutes.
In accordance with Florida Student performance requirements as delineated in State Board Rule 6A-
1.0991, Implementation of Florida's system of School Improvement and Accountability, ACES sets the
following student performance objectives:
· All students will maintain a portfolio demonstrating and charting improvement and mastery of
skills required at that grade level. This portfolio will be part of the Personal Learning Plan, which
is the compendium of parent, student and teacher conferences. This plan establishes academic
goals for each individual student in relation to his/her perfomlance and progress.
70% of students' test scores will improve by ten (10) percentage points in standardized reading
tests - CTBS (Comprehensive Test of Basic Skills).
Achievement in Sunshine States assessments will be at the following levels in grades 3-5:
· 50% or more of the students will score at level 3 and above in reading on the FCA T by the end of
the third year.
· 50'% or more of the students will score at level 3 and above on the FCA T mathematics assessment
by the end of the th ird year.
· 80%) or more of the students will score at level 4 and above ion FCA T Writes by the end of the
third year.
· For all grades except kindergarten, * there will be an increase of 10 percentage points between the
pre and post tests of the CTBS in reading, language arts and mathematics. The CTBS test will be
administered in the fall and late spring of each year.
*There is no pre-test for kindergartners with the CTBS.
Overall Measurab]e Objectives Grades K-5
70% of students' test scores will improve by ten (]O) percentage points CTBS
administered by the school over the first test administration in the fall of year I.
Reading
All students will maintain a portfolio demonstrating and charting improvement
and mastery of skills required at that grade level.
Individual students' test scores in the mathematics section of the CTBS will
Mathematics improve by ten (10) percentage points over the first administration of the test.
Students will perform on the average, at or above national stanines on the CTBS.
"'~
Application - Page 9 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
diY.-11I rig/liS reserw_'d. No pan o/this material may he repr()dl/Ci~d or utilized in (JJl)'frn"n1 OJ' b.\' all)' means,
willlOUT H'rillen permissionfi"om Charter .'k:luwh. US.-L
4. Briefly outline the instructional methods to be used, including any distinctive instructional
techniques to be employed. Describe how this pedagogy enhances student learning.
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Students will be responsible for their behavior through student centered learning where they will be
given choices as to how to achieve or proceed with the task at hand. Teachers will select core
objectives, organize centers around subject matter, and develop instructional plans. These efforts will
determine how childrcn work, use materials and resources, and will participate in a rich, well-balanced
curriculum. The methods and techniques used will challenge students while still providing a solid
foundation in all academic areas. Staff development will enable teachers to identify and use best
teaching practices and techniques that address the identified needs of their students.
Methods and techniques include, but are not limited to the following:
. Active student involvement with hands-on activities;
. Classroom roundtable discussions, projects and cooperative learning groups;
. Model direct instruction, questioning, monitoring, coaching and observing;
. Use of discovery techniques that have students make generalizations, recognize patterns and
identify relationships that promote long-term retention of material;
. Continual evaluation of student progress using standardized achievement tests, anecdotal
records, aptitude tests, portfolios, writing samples, computer assisted learning samples and
tests, and teacher observation;
. An incentive program designed to reward students who attend school regularly and who excel
in academics;
. Opportunities to mentor younger students and partner with peers in team building exercises;
. Integration of technology, life skills, modem language and fine arts into the core curriculum
. Remediation and tutorial services for students who may have a tendency towards academic
deficiencies/failure;
. Use of experiential learning activities;
. Structured, cooperative group activities that promote critical thinking, problem solving,
decision making, networking and subject mastery;
. Maximum opportunity for individuals to perform time-on-task activities that differ from other
members of the class;
. Use and implementation of a personal education plan for every student;
. CSUSA's Curriculum which has included Gardner's Theory of Multiple Intelligences;
. Use of the school-within-a-school model which provides opportunities for house meetings that
are designed to allow students to become responsible for their classroom environment in terms
of academic tasks and respect for one another;
. Training for skill and concept development through modeling, mapping, webbing, charting,
diagramming and graphing; and
. Implementation of conceptual instruction.
Pedagogy and Enhanced Student Learning
Direct instruction unquestionably produces students who master basic skills and accomplish academic
goals. Learning the basics at the lower educational levels provides the groundwork for a student's
future success in school. The more time a teacher takes to teach directly, the more students are likely to
learn. Therefore, the low staff-to-student ratio and the allocation of individual time as needed will
accommodate both individual learning and group learning to maximize the educational outcome of each
student.
According to the research on learning fields, teachers should recognize the importance of their
relationship with each student and begin to empower them to become more independent in their own
learning. Thus teachers are central to the learning process and must include a range and variety of
teaching methods to help their students achieve. Students who move into the independent learning field
are more likely to personalize and apply their knowledge in their every day lives.
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Today's educators face a tremendous challenge of drawing classroom experiences from all available
sources in order to provide students a solid academic foundation. Students need to learn how to become
better learners. Every teacher needs a repertoire of instructional strategies that range from methods of
Application - Page 10 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
J~.'J/I rig/liS resern'd. A'(} pan o(this material may he reproduced or ulWzed ill (Jlly.li')/'nt 0,. f~~' all)' mcul1s.
Il'ilhOl" IiFillcn penf1i,~si()l1.trf)m Clwrler SellOuts {.is.,!,
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direct instruction to cooperative and small group work. No one method will work for a single teacher or
for all students every day. Also, different goals, and different contexts all demand the thoughtful use of
a variety of instructional strategies. Each teacher needs to thoughtfully weigh teaching options and
tools, making decisions about what methods best meet instructional goals and the learning needs for the
students for a given unit of instruction.
5. Describe how your school will meet the needs of Exceptional Student Education and limited
English proficient populations.
Exceptional students shall be provided with programs implemented in accordance with federal and state
laws, and local policies and procedures; and, specifically, the Individuals with Disabilities in Education
Act (IDEA), Section 504 of the Rehabilitation Act of 1973, sections 228.2001 and 230.023 (4)(m) of the
Florida Statutes, HB 403, and Chapter 6A-6 of the Florida Administrative Code. This includes but is
not limited to:
1. A Non-Discriminatory Policy Regarding Identification, Location, Evaluation and Selection.
2. Free and appropriate public education (FAPE).
3. Individual education plans (IEP) to include IEP meetings with the parents and the IEP
Committee.
~
Based upon teacher or parent referral, students will be referred to the child study team. This team will
consist of teachers, specialists, administration and parents. First, the team identifies whether the
concern is academic and/or behavioral in nature. Interventions will be established by the team and
agreed upon by the teachers and parents. The interventions will be attempted for a minimum of three
weeks, at which time the committee then reconvenes. Documentation of the interventions is then
reviewed to evaluate if the strategies are successful. If the strategies are successful the child study team
continues to monitor on a monthly or as needed basis. If the interventions are not effective, an
additional set of interventions will be deployed for another three weeks. At this point, a psychologist
from the district and a Local Educalion Agent (LEA) representative will be added to the team to
determine the appropriateness of an Exceptional Student Education packet and to administer
psychological evaluation.
The IEP Committee, fomled from individuals in the above groups, will determine the placement of
students in the least restrictive environment as follows:
1. They will make placement decisions and ensure that the individual instructional needs of the
exceptional student are reflected in the student's IEP.
2. They will review placement decisions annually at the IEP review meeting.
3. They will ensure the most appropriate placement occurs for the student based on that student's
needs.
4. All students coming from another school will have their cumulative folder evaluated to
determine their eligibility status to receive exceptional student educational services. Services
will be provided through contracts with an appropriate agency if necessary, or a staff member
will be employed having the appropriate certificate in that exceptionality.
A CES will utilize an inclusion model in each classroom and will educate students with disabilities in the
least restrictive environment. We believe that it is very important that each student have the opportunity
to learn and grow within his or her community so that each student will be a productive citizen upon
graduation from school. A varying exceptionality teacher will work collaboratively with classroom
teachers.
English as a Second Language (ESOL) students are identified through the registration process. If
parents acknowledge English is a second language in the home, then the student is referred to the ESOL
liaison for possible screening. Staff with ESOL certification will serve students with limited proficiency
in English The mission of the ESOL program is to prepare and successfully equip bilingual, bicultural,
and bi-literate students to meet the needs of their global community. ESOL-certified staff will serve
students with limited proficiency in English in accordance with the MDCPS plan.
.-.
(ESE/Resource Positions: ESE, ESDL needs cannot be established fully until studentjiles are obtained.
If, upon review, it is determined that additional staff/services are required, then the school will either
Application - Page 11 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
J,"),,111 righls reserved. ,No parr orthis material may he reproduced or utilized ill anY.!fu"n/ or fJ\' (}Il)' means,
)VillwUl ItTil1en /)(!rlnissio!l fi'om Charter Schools l/S.'L
hire more staff or contract for services. These additional funds have been earmarked in the budget. See
line item "Contracted SPED - Instruction" of Exhibit C - Budget. Students requiring ESE/ESOL
services will have a weighted FTE, which will fund the increase personnel or services.)
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In order to promote literacy for Limited English Proficient (LEP) students in an ESOL program, a
climate that promotes writing is created. Through writing, both the communicative and the grammar-
based ESOL Methodologies are accessed and utilized. Process writing is a method of teaching writing
that focuses on the communicative processes involved in producing writing. For process writing to be
the most effective, it must be understood that the classroom environment must be language-rich,
literature-rich, and print-rich. Students need to write frequently and in many modes for authentic
audiences. The students will recognize that their writings are valued throughout the writing process.
In addition to process writing, semantic mapping is an integrated language teaching strategy that helps
activate students' background knowledge, add new information to be learned, and present relationships
between concepts and terms by visually displaying information in a variety of ways that relate ideas,
concepts, and categories to a central topic. Semantic mapping can be used for vocabulary development,
for pre and post-reading, for pre-writing, as a study skill, and/or as an advanced organizer for lesson
review.
Instructional techniques can and should vary. Teachers may use word banks to provide vocabulary
reinforcement through repeated exposure to particular words, to serve as references for spelling and as
references for creative writing, to record the reading vocabulary of individual students, to provide
examples for group language study, to serve as examples for skill instruction, and to provide
independent sentence and vocabulary building activities with word games or matching activities.
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Dramatic activities from puppetry to pantomime, from role playing to dance, and from choral speaking
and singing to readers' theatre may be employed in the classroom to promote the literacy and learning
of LEP students. Implementing drama in the ESOL classroom reinforces the communicative
methodology by tapping into Total Physical Response (TPR), the language teaching technique based
especially upon the use of physical activity to enhance retention of the target language.
To establish background, to promote oral and/or silent reading and study, and to use with follow-up
activities, the Directed ReadinglListening/Thinking Activity (DRL T A) instructional method may be
used. This activity promotes envisioning, questioning, predicting, and/or analysis before reading and
reviewing. A wealth of instructional techniques may be used with DRL T A.
A table providing an overview of ESOL Methodology follows:
Communicative Grammar-based
Total Physical Response (TPR) Grammar Translation
Suggestopedia Audiolingual
Natural Approach Cognitive Approaches
Language Experience Approach (LEA)
Functional Approach
Strategic- Interaction Method (SI)
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In the ESOL classroom, a distinction must be made between "language acquisition" and "language
learning" because teaching methods differ for each area of development. Language acquisition is
acquiring the language learned as well as the grammar rules of the language, whereas language learning
is what occurs when an LEP student pays conscious attention to the rules of language. Language
Application - Page 12 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
ID.-lIl rigltls rescl'l'ed. No pan o{this maIer/oJ fIIay he reproduced or utilized ill GJlyflJrm or by all)' mealls.
'tF;flwlf/ 11.Ti"e11 permi,')'sioll fi"om Charter S'dwols liS-I.
learners need contextual support (realia, videos, audiotapes, computers, bulletin boards, visuals, and art
and writing materials) to assist them with their learning. Venn diagrams and KWL charts are common
graphic organizers that can be used with LEP students acquiring and learning the language.
.-.
A few strategies teachers will use for increasing the comprehension of content instruction follow:
Paraphrasing;
Repeating;
Explaining;
· Demonstrating;
· Speaking more slowly;
Using visuals, realia, and rich context;
Using a variety oftechniques and materials;
· Using all modalities; and
· Providing meaningful practice.
Incorporating cooperative learning and peer tutoring in the ESOL classroom are additional effective
means to help students find value in their learning and their ability to assist others. Not only do these
interactions promote language use, they also extend student thinking. Additional strategies to continue
to extend student thinking follow:
Playing devil's advocate;
· Allowing for wait time;
· Calling on students randomly;
· Encouraging student questioning;
Withholding judgment;
· Surveying the class; and
· Utilizing "think-pair-share."
"'~
c. Student Assessment
1. Describe your plan to assess student performance in the core academic areas.
a. Describe how the baseline student academic achievement levels and prior rates of
academic progress will be established.
A CES considers evaluation and assessment to be a broad and continuous effort. School organizers
realize the importance of evaluating content, process and effect. Proper assessment verifies that
students have successfully acquired crucial skills and knowledge. These skills and knowledge are
of special value because they are the tools and the base upon which more complex future learning
will be built. Assessment at ACES assumes a variety of forms from simple daily observations by a
teacher in a classroom to highly sophisticated program audit. ACES will adhere to the requirements
of the Florida statues pertaining to charter schools and Miami-Dade County requirements for
assessment, which include FCAT and FeAT Writes. ACES will submit the results of student
assessment tests to Miami-Dade County as required for inclusion in the district's annual report to
the State Board of Education. ACES is dedicated to three types of assessment: student assessment
(including baseline determination), program assessment, and teacher assessment.
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Student Assessment
Assessment of student performance in core academic areas will be achieved in many ways,
depending on the subject area Baseline performance will be established by CTBS pretest and
various diagnostic tests administered by the classroom teachers. Priorities will be established by
the disaggregation of the data provided by the pretest and diagnostic assessments. The school will
utilize a systematic testing program including both internal measures and external measures.
Testing time and intensity will vary with grade level. Below is a short description of the ACES plan
to assess student performance in the core academic areas. Instruments that will be used to evaluate
the effect of the curriculum (student assessment) are:
Performance tests which include both pre and post testing measurement will be administered in
the areas of Reading and Mathematics; FCA T Writes, and FCA T Prep;
Application - Page 13 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
({,)/lll rig"',"" reserl'ed. J\-'o par' o(this l1!aleria{ may he reproduced or utilized ill (J1!}'.kwm or hy all)' mentis.
lviTllOlfl I1-Til/en permission .li'om Charter Sehoul."- liSA.
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Anecdotal records of the student's performance;
Attitude inventories;
Journals;
Observations;
Portfolios;
Teacher designed tests; and
Writing samples that focus on the development of expository, persuasive and analytic writing
skills.
In addition to the assessment instruments mentioned above, the A CES will also utilize the CSUSA
Narrative Report Card as a form of student assessment. The CSUSA Narrative Report Card is an
innovative education tool which combines many of benefits of a traditional report card and an
official transcript.
Traditionally, a report card is a report of a student's grades from one grading period to the next over
the course of the academic school year, whereas a transcript is an official document, embossed with
the school stamp. In addition to the courses taken and the grades received (standard information on
a report card), a transcript shows the total number of credits earned and is accepted by other schools
and by colleges and universities as an official record of a student's academic development.
Transcripts not only include the names of the school or the schools attended and specific institution
data, but they also include student data, completion dates for courses taken, a running grade point
average for each grading period, a cumulative grade point average, and standardized test scores.
The CSUSA Narrative Report Card contains the following information that is similar to the
traditional report card:
Student's name and grade level;
List of the subjects taken;
· Letter grade explanation and corresponding percentage range;
· Explanation of symbols used;
· Attendance (number of absences, tardies, suspensions, etc.); and
· Teacher comments or letter symbols representative of a student's behavior.
In addition to the traditional information mentioned above, the CSUSA Narrative Report Card also
includes the following information:
· School's name and the academic school year;
· A place for parent comments and parent/guardian signatures for each grading period;
· A section dedicated to standardized test scores;
· Performance standards each student is to master in his/her specific grade level according to state
standards
The CSUSA Narrative Report Card is more comprehensive than a traditional report card, aligning a
student's evaluation with the state standards and CSUSA's Core Curriculum for each specific grade
level. It wiIl also be accessible on the computer system that is implemented throughout the school.
IA sample of CSUSA's Narrative Report Card can be found in Exhibit D.]
Program Assessment
Evaluation of the whole school will include:
.
Surveys, including self-evaluation surveys conducted by staff members, and cooperative
surveys with the community;
Opinion polIs, whenever necessary to gain an understanding of the level of support and morale;
Standard evaluation instruments, to assess the successful completion of progress towards goals
and objectives; and
School accreditalion through evaluations such as SACS (Southern Association of Colleges and
Schools) by the fifth year.
.
.
Application - Page 14 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
:D.'lll righls rescrI'ed. i\!O pan o(t!1is JI1alerial fila)' he reproduced or utilized in anyjc)rm or br all)' mea/1s.
1-1'i,llOl(' \1.Tiffen !}(!nnis:,i/oll ii'om Charier Schools Us.-1.
School Improvement Plans
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Administrator and Teacher Assessment
The Performance Assessment Protocols are designed to promote the value system of ''putting
students first." Both the Instructional Performance Assessment System (IP AS) and Administrative
Performance Assessment System (AP AS) are developmental systems. Both Systems are standards-
based and they originate from state-of-the-art sources - Research for Better Teaching for
Administrators and the National Board for Professional Teaching Standards for Teachers. IP AS
and AP AS are rubric-sensitive, rather than opinion-sensitive systems that rely on data/evidence and
gap analyses.
Both systems assume collaboration between administrators and teachers. Administrators must
create an environment of empowerment for teachers to press forward with academic rigor in a self-
regulated, data-driven quest to promote best practices in teaching. The AP AS require that
administrators create a "Community of Practice" or "Learning Organization" based on research of
effective organizations.
Teachers must create a system of continual iterations of content presentation; diagnostic exercises;
assessment events and performance rituals, which develop strong understanding and skills of that
teacher's content area. Both assessment systems provide latitude for monitoring, failing without
retribution, developing entrepreneurial approaches to further the purposes of schooling and
becoming "reflective practitioners" of their craft. The objective is to use these systems to promote
the interests and values of ACES by building internal support structures, which maintain high
quality instruction directed toward deepening student knowledge.
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Portfolios for Administrators
Each administrator will develop a portfolio of artifacts and evidence of areas of the
administrative rubrics in APAS for the academic year. In addition, each administrator will
gather evidence of his/her support and encouragement in developing a learning
organization in their school.
The five components of the Learning Organization are:
a. Shared Vision - A broadly understood sense of the purpose of the school widely
agreed to by stakeholders, who should be highly invested in its development and
maintenance.
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b. Team Learning - Develop and enrich open communication systems and continual
group monitoring of school progress among stakeholders. When outside information
is needed to promote successes within school purpose (shared vision), the
administrator should provide resources for this purpose. Problem-identification by
stakeholders should precede problem solving by administrators.
c. Mental Models - Seek out, distribute and oversee organized material (data) about the
school to promote active inquiry into the relationship of certain instructional,
organizational or temporal strategies which seem to be associated with student
success. (e.g., intense investigation coupled with elaborate written description and
connection beyond the schoolhouse are associated with certain increases in student
achievement.) Focus on student work and its analysis to see if this strategy holds
hope for improved student achievement over time. The administrator influences
examination of successful practices by providing time and emphasis to staff, along
with access to relevant research related to school and student success.
d. Personal Mastery - Each teacher will have a portfolio. These portfolios are intended
to be gathering places for various kinds of evidence associated with teaching practice.
Administrators can promote increasing competence among teachers by using the
portfolio and set of rubrics to establish base lines for each staff member using a gap-
analysis format. Over time, using the "Team-Learning" and "Mental Models"
protocols (with flexibility) an administrator can leverage a practicing teacher toward
strategies and skills which are associated with improved levels of student achievement
Application - Page 15 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
(<,'").-111 rig/os reserw'd No parr o(Jlris materia/may he reproduced 01' utilized ill ally.finm OJ" by all)' tJU:'U1IS.
wirJlOu; wril1en permission from Clu.lrt(!}' .)'dlool,;" {O/SA.
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by consistent use of the portfolio and introducing mentoring and teaming concepts as
needed.
e. Systems Thinking - "All important things are connected to all other important things,"
a comment by Ted Sizer regarding life in schools. ACES is designed as an
evolutionary confluence of teaching, learning and caring all wrapped up in one
package. Policies, practices, budgets, schedules, curriculum, pedagogy and
assessment must be seamlessly arranged by the administrator so that the shared vision
dominates; the team learning focuses on improved models and how they can
contribute to increasing levels of personal mastery, in an ongoing social system.
Labels of students are shed in favor of behavioral data gathering and changing
strategies. Traditional classroom isolation is tolerated only to the extent that it does
not interfere with "team-learning". Technology is used to break down barriers and to
improve information flow. Learning takes place continually in the learning
organization; not just at times when it is "scheduled". This model calls for very
different administrative behaviors than those required in hierarchies.
Portfolios for Teachers
Each ACES teacher will develop a portfolio for each category in the Instructional
Performance Assessment System (IPAS). The portfolio will have three sections:
1. Deepening Students' Knowledge
Teacher planning and preparation
· Demonstrating Knowledge of Content and Pedagogy
· Demonstrating Knowledge of Students
· Selecting Instructional Goals
· Demonstrating Knowledge of Resources
Designing Coherent Instruction
· Assessing Student Learning
Instruction
· Communicating Clearly and Accurately
· Using Questioning and Discussion Techniques
· Providing Feedback to Students
· Demonstrating Flexibility and Responsiveness
Professional Responsibilities
· Reflecting on Teaching
· Maintaining Accurate Records
2. Building Community
The Classroom Environment
· Creating an Environment of Respect and Rapport
· Establishing a Culture for Learning
· Managing Classroom Procedures
· Managing Student Behavior
· Organizing Physical Space
Instruction
· Engaging Students in Learning
· Providing Feedback to Students
· Demonstrating Flexibility and Responsiveness
Professional Responsibilities
· Reflecting on Teaching
Application - Page 16 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
(a,.I" rig/liS resl'J'l't.:'d AD /Jar, n.t'1his l1Jolerial may he reprodllced or utilized in (Jlly./iHm OJ' hv an)' /I1CUI1S.
wirhouT \1,'rillel1 permission.fi'om (.'Iulrter Scho(}/s l../SA.
-
Maintaining Accurate Records
Communicating with Families
· Contributing to the School
Growing and Developing Professionally
3. Developing Student Talent
Planning and Preparation
· Demonstrating Knowledge of Content and Pedagogy
Designing Coherent Instruction
The Classroom Environment
· Establishing a Culture for Learning
Instruction
· Engaging Students in Learning
Professional Responsibilities
Service to Student and Advocacy
Using a combination of self-report and administrator review, gaps among the various categories
should be discussed and leveraged to promote higher levels of performance by all staff, over time.
It is important that there be a collaborative spirit and tangible evidence recorded to authenticate
various levels of performance over time.
,~~
Administrators and teachers may collaborate utilizing staff teaming or mentoring to improve the
operating system. Annually, each teacher will sit with a reviewer to do a gap analysis and develop
plans to raise performance over time. It is the belief of ACES that the APAS and IPAS portfolio
assessment system is the evaluation process that will help improve and deepen teacher's knowledge
in the craft and practice of teaching. This portfolio system allows for multiple forms of assessment
in documenting competency and professional growth.
b. Describe how these baseline rates will be compared to rates of academic progress
achieved by these same students while attending the charter school.
Baseline Standards of Achievement:
Baseline achievement levels for incoming students will be determined via an early fall
administration of the Comprehensive Test of Basic Skills (CTBS) Nine published by CTB-McGraw
Hill. The CTBS is a nationally standardized test comparable to the Stanford Achievement Test, the
Iowa Test of Basic Skills, and other instruments utilized by the public school districts across the
United States to compare the achievement of individual students with national performance. A
measure of each student's rate of academic gain will be determined at the end of the year via a
comparison of the fall test results and test results acquired through a second administration of the
CTBS in late spring.
Because ACES has a strong commitment to high academic standards for all students, each student
will have a Personal Learning Plan (PLP) and goal plan. As a reference, baseline achievement
levels will be incorporated into each student's PLP. as a starting point for determining future rates
of academic progress. Each student's PLP. will serve as the foundation from which to measure
student outcomes. The outcome will be congruent with the Sunshine State Standards, which
identify what Florida public school students should know and be able to do, and the CSUSA Core
Curriculum.
,...""~
c. To the extent possible, describe how these rates of progress will be evaluated and
compared with rates of progress of other closely comparable student populations.
Application - Page 17 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
,'[.').,111 righl...., rescn'ed. A'o pan q(this malcri17! may he reproduced OJ' utilized in anyliJlm or by 011)' /}/(:'/I//S.
lriilu}llf liTif/(,1J fH:.'I'1flissiol1fh)JJI C'llIlrtel' Sclulu!s US.-'.
Students are expected, at a mInImUm, to achieve learner expectations at the end of the
developmental levels of kindergarten through eighth grade as outlined in the benchmarks of the
Sunshine State Standards and as specified in each leamer's PLP.
-
Listed below are measurement tools to be used by A CES for assessment purposes. The assessment
tools listed below do not limit ACES from incorporating other measures that may be determined
necessary to support the mission of the school.
Methods of Measurement
. Performance of tests to be administered at enrollment to establish baseline levels in the areas of
Mathematics and Reading and post testing at the end of each subsequent year thereafter
· Florida Writes - State assessment of writing skills
· FCAT - State assessment of reading, language and math
FCAT Prep Questions (monthly)
Weekly tests: Tests that may include some objective questions for quick check of material
taught, as well as essay type questions that require thinking skills and writing ability
Achievement of goals and objectives in the student's Personal Education Plan (reviewed
biannually)
Mastery of competencies outlined in student's standards (reviewed annually)
Teacher made tests (including pre- and post-tests)
· Student portfolios (ongoing)
· Quarterly progress summaries
· Teacher observations/authentic assessment of student performance (ongoing)
~~
2. Describe the methods used to identify the educational strengths and needs of students and the
extent to which educational goals and performance standards will be met.
Each student will have his/her own Personal Learning Plan (PLP) and Goal Plan. A plan will be
developed as collaborative effort among staff advisors, the student, the student's parents and teachers.
The PLP identifies the student's strengths and weaknesses and lists goals for improvement.
The student's staff advisor and/or teacher will consider the following information when assessing the
student's strengths and weaknesses:
· The student's academic performance prior to his/her enrollment
· The results of any achievement testing
· Examples of the student's work
. A written or oral statement from the student about what they like to learn and a parent
statement about how their child learns best (e.g. in a quiet place, working in groups, etc.)
· Reports and observations from the student's teachers
Information and suggestions from the student's parents
,~.
Baseline achievement levels for incoming ACES students will be determined via an early fall administration
of the Comprehensive Test of Basic Skills (CTBS) published by CTB-McGraw Hill. The CTBS is a
nationally standardized test comparable to the Stanford Achievement Test, the Iowa Test of Basic Skills and
other instruments utilized by the public school districts across the United States to compare the achievement
of individual students with national performance. Fm1her, the CTBS correlates highly with the Sunshine
State Standards, as CTB-McGraw Hill conducted a content match when they were working with the Florida
Department of Education to develop the FCAT. Based on information gathered from this test, a Personal
Learning Plan will be developed as a collaborative effort among staff advisors, the student, the student's
parents and teachers. Projects, assignments, tests and any other information that indicates mastery of
specific skills will be collected in the student's portfolio as evidence of progress being made. Through the
interpretation of quarterly progress summaries, FCA T - like prep questions and assessment of competency
standards, goals and objectives from the individual's PLP will provide the teacher and student a clear picture
Application - Page 18 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9101
J')"JII rig/liS re.\'cJved. ...\"o /Ja/', o(lhis materilll mar be reproduced OF utilized ill (}flyfornr or f~\' all)' I1U:'{I/1S.
wirlloUl li'/'iflen permission/I'om ('hurle/" S'cfuwls l/,)','l.
of strengths and areas that need improvement. A measure of each student's rate of academic gains will be
determined at the end of the year via their individual portfolio and a comparison of the fall test results and
test results acquired through a second administration of the CTBS in late spring.
-
3. Describe how students will participate in the statewide assessment program.
National and statewide assessment tests will be used when prescribed to assess students" strengths and needs
and will assist in determining how well students have met the educational goals and state standards. These
tests will include but not be limited to:
. FCA TReading
. FCA T Math
. FCA T Writes
. CTBS
. Any other tests required by the School Board of Miami-Dade County
4. For secondary charter schools, describe the method for determining that a student has satisfied the
requirements for graduation in Section 232.246, Florida Statues.
Not applicable, the proposed school is an elementary charter school.
.-
~
Application - Page 19 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
,/,"'J.-lI/l'ig/lI.\' reseIH:'d No pan o(this malerilll may he reproduced 01" utilized ill ally.filrm OJ' hy an)' means.
wi,lwUl It,'ri7fel1 permissiollfi'om CharIer .s'c/wols i),SA.
II. GOVERNANCE AND MANAGEMENT
/..........
A. Profile of the Founding Board and/or Initial Incorporators:
1. Describe the organizing group of initial incorporators that are working together to apply for a
charter, including the names of the organizers, their background and experiences, and references for
each.
A ventura became Miami-Dade County's twenty-eighth incorporated municipality on November 7, 1996 and has
quickly emerged as a vibrant, full-service municipality with a diverse demographic base, and is recognized
internationally as a premier location in which to live, shop, play and do business. This transformation from a
community formerly perceived as a rctirement and shopping destination is the result of effective and visionary
lcadership by its clccted otlicials, City Manager, dcdicated City employccs and cnthusiastic residents.
Although much has been achicved in the fivc years since the City's incorporation, thc City Commission's vision
reaches far beyond the present and includcs the development of a Municipal charter school to serve the
educational needs offamilies who make Aventura their home.
A ventura is governed by a commission-manager form of government, combining the political leadership of its
elected officials with the executive experience of its City Manager. The City Manager is appointed by the seven
members of the City Commission and serves as the chief administrative officer of the City. The Manager is
responsible to the Commission for the administration of all City affairs.
Utilizing the provisions of Florida's statute enabling municipally organized charter schools, the City Commission
will function as school founder and the Board of Directors. In their capacity as City Commissioners, the Board of
Directors are duly elected representatives of the residents of A ventura and thus have been entrusted to represent
the citizens desires. At present the Commission members are as follows:
,~
Title
Mayor
Vice-Mayor
Commissioner
Commissioner
Commissioner
Commissioner
Commissioner
Name
Jeffrey M. Perlow
Ken Cohen
Arthur Berger
Jay R. Beskin
Harry Holzberg
Manny Grossman
Patricia Rogers-Libert
See Exhibit E for bios/resumes and references for the founding board members. Any additional information
required by the Sponsor will be available upon request, prior to the execution of the charter contract.
2. Discuss any business arrangements or partnerships with existing schools, educational programs,
businesses, or non-profit organizations.
An extensive range of community support has been sought and garnered through an ongoing public involvement
process, including polling of likely parents, townhall meetings, and open forums. ACES will seek to partner
with the following organizations:
."~
Charter Schools USA, Inc. (CSUSA)
Charter Schools USA, Inc. (CSUSA) is one of the nation's most successful and fastest growing development
and management companies of charter schools, kindergarten through 12th grade. CSUSA provides
comprehensive turnkey school outsourcing for corporations, government entities, developers and non-profits
and assists with all phases of charter school design, planning, development, financing, construction,
marketing, human resources, curricula and school operations. CSUSA currently operates the nation's first
municipally organized charter high school, the first charter school-in-the-workplace and one of the nation's
largest charter schools. CSUSA currently operates twenty-one (21) schools in Florida and Texas.
[See Exhibit F - CSUSA Overview)
Application. Page 20 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
(D:lIl rig/lis reserl'cd. No parl o1'1his f11(l(crial may he rl!produced Of' utilized ill any.finm OJ' hy auy means.
wiTlwur ItTiT/eJ] permissiollfi"om Charter Schools USA.
Aventura Marketing Council
The Aventura Marketing Council, now celebrating its lth anniversary, is responsible for building
community and creating business. This organization is made up of 380 different companies throughout Dade
and Broward counties. In addition to the partnership with the City of Aventura, the Aventura Marketing
Council is also actively involved with the School System. It recently won the "Dade Partners of Excellence"
award for the second consecutive year from MDCPS for the very strong programs it has with seven Dade
Partner schools. This organization has also received the Florida Education Commissioner's "Business
Recognition Award" in Orlando this past Spring; and is known for its award-winning Education Committee
that meets monthly to continue working on programs such as the Student Connection (program for at-risk
students), career shadowing days, mentorships, career guidance, job placement and so much more.
~
NSU, Fischler Graduate School of Education and Human Services
In association with Charter Schools USA, ACES will establish a working relationship with NSU-FGSEHS
for teacher training, assessment, coursework, degree programs and other collaborations.
City of A ventura's Community and Recreation Center
Due to the close proximity of the community and recreation center, ACES will be afforded the opportunity
to work with the Center's staff and benefit from its facilities (i.e., gymnasium, multipurpose rooms,
recreational equipment) and programs, making this a true neighborhood school.
B. School Governance
1. Describe the governance structure of the school, including the status of the charter school as a public
or private employer as required in Florida's Charter School Legislation.
.,.,...;~
Board of Directors - The seven
member City Commission will
serve as the Board of Directors.
The primary responsibility of
the Board is to lead in the
identification and development
of broad goals and specific
objectives to be accomplished
by the school. The Board
supports these goals and
objectives by annually adopting
an operating budget. According
to statute the Board will make
an annual progress report to the
Sponsor. This report will
include: I) the school's
progress towards achieving the
goals outlined in the charter; 2)
the infomlation required in the
annual school report pursuant
to s. 229.592; 3) financial
records of the charter school,
including revenues and
expenditures; and 4) salary and
benefit levels of school employees.
Governance Structure
CITY COMMISSION
Board of Oi rectors
I
I I
I City Clerk II City Attorney II City Manager I
1
I I
Finance/Support Community CSUSA Charter
Services J- Services Management Co. Elementary
Department Department School
Community Public School
Development Safety Advisory
Department Department Board
City Manager - The City Manager will ensure that the terms of the management agreement between CSUSA and
the Board of Directors is implemented in accordance with the expectation of the Board.
School Advisory Board -A seven member School Advisory Board (SAB) will be established within 60 days of
the opening of the school.
. The SAB will be comprised of parents selected by the parents of enrolled students as follows:
Three (3) persons to represent grades Kindergarten through Second
Three (3) persons to represent grades Third through Fifth, and
One (I) At-large representative selected from grades KindergaI1en through Fifth.
~-
Application - Page 21 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
,j,').-lI/ rig/liS rcs{'rI'cd. No pari o(this material may be reproduced or utilized ill (}ll)'jin'm OJ" hy all)' m('{lI1s'.
IviThoU! H'riTlen penni,')sion.fj.oUl Clwrun. S(:/wo/s l./SA.
"~
The SAB will provide input to the Principal and City Manager as follows:
a) Assist in developing long range strategic plans
b) Participate in fundraising efforts
c) Review and recommend performance standards to measure school's success
d) Review school's policies to ensure consistency with school's mission, and
c) Provide recommendations on policy issues.
Charter Schools USA - Accountable to both the City Manager.
Open Meetings - Although the meetings of the Board of Directors already fall under Florida's open meetings
act(s) popularly known as the "Sunshine Law," the meetings of the SAB will also be open public meetings where
reasonable notice has been given.
Pril'{lte Employer - Faculty and staff employed by the management company and assigned to ACES will be
employees of CSUSA and will therefore be considered private employees as described in Florida's charter
statute.
2. Describe the financial and administrative management structure of the school including a reasonable
demonstration of the professional experience or competence of those individuals or organizations
applying to operate the charter school or those hired or retained to perform such professional
services. Both the public sector and private sector professional experience(s) shall be equally valid for
such a consideration.
A ventura's Commissioners have varied backgrounds and experiences, including public sector and private sector
(see resumeslbios in appendix), applicable to the oversight of the activities of a charter school. To assist with the
development and day-to-day operations of ACES, Aventura will contract with Charter Schools USA, Inc., a
professional education management firm, providing administrative and management support services on a
performance contract basis for the organizer.
.,~
Charter Schools USA, Inc. will be responsible for providing daily operational management, including, but not
limited to: curriculum and testing; personnel administration; training; contract administration; accounting,
budgeting, cash management, and financial reporting; payroll administration; management information systems;
cafeteria management services; insurance; transportation; parent activities; public relations; and additional
fundraising activities.
For additional information about CSUSA qualifications and services see Exhibit F - CSUSA Overview.
3. Describe how the governing board will be chosen and what steps will be taken to maintain continuity
between the founding organizer's vision and that of the permanently established board of directors.
As a municipally established charter school, ACES will be governed by a duly elected City Commission whose
role and responsibility is articulated in the charter establishing the City in November 1996. The City Commission
has established the vision for the school via its description of the school's mission and will continue to be guided
by public interest in fulfilling that mission.
The establishment of a School Advisory Board, whose role is to give input to the Principal and City Manager,
will firmly ground the school by giving a voice to parents and students, the primary stakeholders.
4. Describe the roles and responsibilities of the governing board, including the relationship of the
governing board to teachers and administrators.
.",-'
As stated earlier, the Board's primary role is to lead in the identification and development of broad goals and
specific objectives to be accomplished by the school. The Board supports these goals and objectives by annually
adopting an operating budget. According to statute, the Board will make an annual progress report to the
Sponsor. This report will include: ]) the school's progress towards achieving the goals outlined in the charter; 2)
the information required in the annual school report pursuant to s. 229.592; 3) financial records of the charter
school, including revenues and expenditures; and 4) salary and benefit levels of school employees.
Application - Page 22 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
;J}.,1I1 rig/liS resen'ed. :\'0 jJart offill.\" malerial may be reproduced OJ" utilized in Gnyji>/'m OJ' hy an)' lIleilns.
w;1IHnll \i,'rinen p(:'rmi.~'sionf;'(}m ('/zoner Schools US.'I.
-
The Board is responsible to all of tbe people for whose benefit the school has been established. The Board's
primary responsibility is to insure the best educational outcome by the students attending the school. The Board
has chosen a reliable and proven educational management organization (CSUSA) to implement those programs
and procedures which will produce the best educational achievement. The Board will be responsible for
evaluating the effectiveness of the management company in the fulfillment of the school's objectives and
mission. The powers and duties of the Board will be as conferred and prescribed by law. The Board will have
complete and final authority over CSUSA and the school.
The relationship between the governing board and the teachers and administrators will be one of mutual respect
for the role each provides in fulfilling the mission of the school. CSUSA and the Principal shall act appropriately
in their respective roles as management company and school leader to carryout the mission of the school. The
Principal under the guidance ofCSUSA will be responsible for all aspects of school operation. Teachers and staff
will be employees ofCSUSA and will not be directly responsible to tbe governing board.
5. Discuss the proposed method of resolving conflicts between the governing board of the charter school
and the sponsor.
-
In the unlikely event of conflicts between A CES and the MDCPS, resolution will be sought through the staff of
the Miami-Dade County School District and the charter school. If these representatives are unable to reach a
resolution, the City Manager and the superintendent of schools will meet and try to reach a solution. If they are
unable to resolve the differences, the matter will be taken to the MDCPS and the governing board of the charter
school for resolution. Either Board will have the authority to request mediation to resolve the conflict.
If the parties to the contract are unable to resolve a dispute, then pursuant to section 228.056(4)(f), Florida
Statutes, the Florida Department of Education shall provide mediation services. If the Commissioner of
Education determines that the dispute cannot be settled through mediation, the dispute may be appealed to an
administrative law judge appointed by the Division of Administrative Hearings. All final orders from the
Division of Administrative Hearings are subject to review in the First District Court of Appeal pursuant to
Section 120.68, Florida Statutes.
6. Discuss the nature of parental involvement in decision-making matters.
Active parental/guardian participation will be encouraged at the school. Parent/guardian participation is a key to
the success of the overall program and will be solicited for the development of school goals and objectives.
The establishment of the School Advisory Board whose membership is entirely comprised of parents evidences
the Board's commitment to include parents in decision-making matters.
Parents through their representation on the School Advisory Board will provide input in a wide array of school
related issues including school operating hours, academic programming, conduct and dress policy, co-curricular
and extra-curricular activity, and the school calendar.
Annual surveys soliciting parent feedback will further guide decision makers in policy related decisions resulting
in a school environment that celebrates the synergies that occur when parents, administrators and policy makers
work collaboratively to maximize student achievement.
In addition:
. School Advisory Board meetings will be reasonably noticed and will be open to the Public giving parents
opportunity for input.
. Parent/teacher conferences will be held to provide a forum for open discussion and to build parent/teacher
understanding and support.
. Parents will be encouraged to establish an organization of their choice similar to a Parent Teacher
Association affording parents a forum for open discussion and support regarding school issues.
Application - Page 23 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
(i,-::.-JlIl'ighls rcs('}vC'd. ;,Vo parr o(lhis ma/(~rill/ may be reproduced 01" utiLized in rJl1yJ(n"m or h.v (lll)' me/ills.
willuna \1:rillen permissioll./i"o!l1 Charier S'duw/s l./SA.
"'~.
And finally, enrollment is a parent/student cooperative choice, wherein parents/guardians contractually agree to
be responsible for their children abiding by the rules and regulations applicable to attendance, classroom
participation, and behavior and uniform policy. Failure to abide by that contract may result in a loss of re-
enrollment opportunity or dismissal according to ruling of the Florida Department of Education General Counsel.
Parents must sign a "contract" agreeing to volunteer a minimum of twenty (20) hours per year. When two or
more children from the same family are enrolled, parents shall be required to volunteer a total of thirty (30) hours
per year. (Exhibit G- Parent Contract]
The procedure for scheduling parent volunteer time will be flexible and designed to work around their
employment. Those parents who fail to perform their volunteer hours would be contacted to ascertain what, if
any, barriers might preclude their commitment. It is highly unlikely that such barriers would occur given that this
policy would be explained to parents prior to enrolling their child(ren) and that our ability to develop highly
flexible volunteer schedules would meet any foreseeable scheduling conflict. In any case, arrangements will be
made to assist the parents with satisfying their volunteer obligation.
7. Discuss how the charter school will comply with Florida Statutes relating to public records and public
meetings.
ACES will fully comply with Chapter 119, Florida Statutes, in regard to public disclosure of all school records,
not including those personally identifiable cumulative records defined in Section 230.25, Florida Statutes, and
State Board Rule 6A-6.1995. Likewise, according to Section 286.001, Florida Statutes, meetings of the
governing board shall be open to the public. Reasonable notice of the time, place, and agenda of meeting will be
available to the community. Minutes of the ACE's Governing Board meetings will be kept and made available
for public inspection upon reasonable advance notice from any person.
C. Length of Contract and Implementation Timetable:
1. State the length of the initial charter.
.~
As provided for in charter statute, the initial contract length requested is fifteen (15) years.
["... to facilitate access to long-term financial resources for charter school construction, charter schools that
are operated by a municipality or other public entity as provided by law are eligible for up toa 15-year
charter, subject to approval by the local school board..." (228.056 (9)(a)(11), Florida Statute)]
Thereafter, the charter may be renewed as provided in section 228.056 (9)(b), Florida Statutes, or any amended
or subsequent similar law applicable to charter schools. The charter may be modified during its initial term or
any renewal term upon approval by both boards, and such modifications shall be in writing and executed by both
parties.
The requested fifteen-year contract will not be terminated by the Miami-Dade County School District except for:
. Failure to meet the requirements for student performance standards or failure to make significant
progress toward achieving the standards as stated in the charter
. Failure to meet generally accepted standards of fiscal management
. Violation of law
. Other good cause [section 228.056 (10)(a), Florida Statute]
2. Present a timetable for implementing the charter, which addresses the implementation of each
element thereof and the date by which the charter shaH be awarded in order to meet this timetable.
It is requested that "charter approval" be given no later than December 12,2001, in order for the proposed school
to be developed in conformance with the proposed School Development Timeline. We are fully confident in this
timetable and will make every effort using CSUSA's services and private contractors to meet the same opening
date as the Miami-Dade County schools for the 2003-2004 School Year.
Application - Page 24 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
:i':'-.,III rig/liS re.''ie!'1'(,'d. No pOri o(this marerial may he reproduced or utilized ill 0I1yji>r'nl (j)' In' aN)' 1//{:'OI/:....
IFir/w1U H'rilf('n !)crmission/imn Clwrler .')'duwls l..'S..I.
School Development Timeline
".~
Task
Charter and Site Development
MDCPS Review Charter Application
School Board Votes on Charter Application
MDCPS Reviews Charter Contract & Votes
Secure Land
Secure Facility Financing
Finalize Facilty Design
Permitting Process
Ground Breaking Ceremony
Constuction
School Development
Register Web Domain Name
Construct Website
Administrative & Staff Recruitment
Hire Principal & Adminsitrative Staff
Administration Development, Training & Orientation
Hire Teaches & Other Staff
Staff Development, Training & Orientation
Marketing
Enrollment
Student Registration
Order FF&E
Tag and Install FF&E
Contract Food Service & Transportation
.-
Final Steps
Fire Inspection
Building Inspection
Obtain Insurance
Fingerprinting & Drug Testing
MDCPS Compliance Inspection
Grand Opening
. dates subject to change
Start
Finish
,~
Application - Page 25 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
j:):lll rig/lis "c,'ic/ved. /Vo par! o((his maleriol may he reproduced or utilized in any.fium or by any mClII1S.
H";IIIOl/l I1-Till(,/1 pe/"lJlisshmji'o}11 Clwrler .)'du)()ls ljSA.
Oct-01 Dec-01
Dec-01
Jan-02 Mar-02
Sep-01 Apr-02
Sep-01 May-02
Jan-02 Mar-02
Mar-02 Aug-02
Aug-02
May-02 Jul-03
Sep-01
Oct-01 Jan-02
Jan-02 Jul-03
Feb-03 Mar-03
Mar-03 Jun-03
Jun-03 Jul-03
Jul-03 Aug-03
Jan-02 Aug-03
Sep-02 Aug-03
Jun-03 Aug-03
May-03
Aug-03
Jul-03
Jul-03
Mar-03
Jul-03 Aug-03
Jul-03 Aug-03
Jul-03
Mar-03 Jul-03
Aug-03
Aug-03
-
D. Evidence of Support
1. Convey as clearly and concretely as possible the scope of community support for the proposed charter
school and its founding board.
In March 2001, the City of A ventura hired Charter Schools USA to conduct a feasibility study to determine the
demand for an elementary charter school in A ventura and explore potential locations for the proposed charter
school. Highlights from the feasibility study are detailed below.
o 76% of those polled in this survey said they would send their child(ren) to a charter school in the community
of Aventura if given the opportunity.
o Of those surveyed who live in Aventura proper, 58% said they would be willing to pay more in taxes for a
charter school in the community.
39% of those willing to pay more taxes would be willing to pay between $76-$100 more in taxes,
yearly.
40% of those willing to pay more taxes would be willing to pay over $100 more in taxes, yearly.
o 64% of those families surveyed currently send their child(ren) to public schools; 29% send their children to
private schools, some of which indicated that they would be interested in the charter school alternative since
it is a public school with private school qualities; and the remainder of children are home schooled.
o The three most important factors cited when choosing a school were:
High academic standards;
Quality of teachers; and
Safety.
o 94% of those polled said they would send their child(ren) to a school that required parental involvement on a
regular basis.
..-
o 97% of those families surveyed responded that they would send their child(ren) to a school that required
students to wear uniforms.
Please refer to Exhibit H for a copy of the independent, scientific parent survey. In addition to the feasibility
study, ACES has received a multitude petitions and letters of support from residents and business leaders ISee
Exhibit I -Evidence of Community Supportl.
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Application - Page 26 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
@.'III righl.\' reserved. /\'0 pari q(this malerill/ ilia)' he reproduced or utilized ill Gllyjhrm 01' h.v all)' meolls.
~,:i,/101Il ItTilfCll {Jermissionji-mn eli/Wier SL'hOtJls l.iS-I.
III. FINANCE AND FACILITIES
,-
A. Facilities:
1. Describe the facilities to be used and their location or describe your present options for a school
building.
The proposed location of ACES is 3333 Northeast 188th Street, A ventura Florida, 33 I 80. The school facility will
be a two-story building at approximately 44,000 square feet, on approximately three acres of land. Adjacent to
the school facility, the City is developing a community and recreation center. The close proximity of the
community and recreation center affords the opportunity for joint use and programming and achieves a
significant level of efficiencies and economies of scale. Joint use and programming may include, but is not
limited to, gymnasium, multipurpose room, ball field, recreational equipment, and recreational programs.
Thc building will mcet Life Safety, Florida Building Code and ADA requirements. Pursuant to chm1er school
law, charter schools are not required to adhere to SREF except in areas of health, safety and welfare. However, in
recognition of the growing educational needs of Miami-Dade County and the role charter schools can play in
alleviating overcrowding concerns, The School Board of Miami-Dade County, Florida (School Board), has
indicated that certain incentives (i.e., waiver of 4'1'1, of its typical 5'% administrative fee), are available to charter
schools which are located, constructed and financed under cel1ain conditions, including the condition that the
charter school be constructed in accordance with SREF. With the goal of obtaining these additional funds to
enhance the educational experiences of ACE's students, it is our intent to design and construct ACES in
accordance with SREF, if feasible, including life/safety mandates and mandates resulting from the specified
educational program.
The school will be constructed under the leadership of Charter SchoolHouse Developers (CSHD) and Wolfberg
Alvarez and Partners (W A). Both have extensive experience educational facilities.
ISee Exhibit J - Overview: CSHDI
2. Demonstrate how this site would be a suitable facility for the proposed school, including any plans to
renovate and bring the facility into compliance with an applicable local building codes.
Due to the changing demographics and the significant growth of the school-aged children population in the
northeast portion of Miami-Dade County, MDCPS has for many years, recognized a need for new public schools
to serve this area. However, given the limited availability and cost ofland in the Aventura area, MDCPS not yet
been able to develop a public elementary schoo\. The proposed school site is located in the heart of the City of
A ventura, approximately one mile from the Government Center. The close proximity of the school to the
community and recreation center will provide unique opportunities for joint use and programming and will make
this a true neighborhood school. In addition, the school is located on a dead end street further enhancing a safe
environment for the students and teachers. ITo review site plans, refer to Exhibit B - Facilities Portfolio.)
Under the control of Charter Schoolhouse Developers and Wolfberg Alvarez and Partners, the facility will be in
compliance with all applicable local building codes.
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Application - Page 27 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
:{),'lll rig/liS reSCI'H'd. No pari o(this waferiof may he reproduced or utilized ill ally/i)}'nJ 01' hy all)' means.
\1',.1110111 wrilfen permission Ii'om Charter .";dIOO/S USA.
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LEGEND
o Aventura Charter Elementary School
@ Aventura Community & Recreation Center
e City of Aventura Government Center
3.
If applicable, discuss any progress, partnership developments, or other future steps towards
acquisition of a building.
As indicated in the timeline, the City of A ventura should obtain control of the proposed site for the School no
later than April 2002. The City of Aventura plans to contract with Charter Schoolhouse Developers, Inc. to
provide all aspects of facility and site development. Charter Schoolhouse Developers, Inc. will work with the
City of A ventura to develop the school in accordance to all appropriate building codes.
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Overview of Charter Schoolhouse Developers. Inc (CSHD)
Charter Schoolhouse Developers (CSHD) was formed by Joaquin G. Avifi6, P.E., PLS, in 1999 in response to
the growing crisis of financing and delivery of educational infrastructure. The firm approaches the development
of public and charter schools as an alternative to current programs with a new and creative paradigm.
Recognizing the success of corporate America's move toward outsourcing and refocusing on core business,
CSHD's concept provides Schools Boards with the alternative to expand and develop without further
encumbering existing staff. Through public financing and leasing programs, CSHD facilitates an accelerated
"Design/Build/Lease Building Program."
CSHD is strategicaIly aligned with W olfberg Alvarez and Partners (W A), the second largest full service
architecture, engineering and interior design firm in South Florida. W A is a local firm established in 1976,
having a national reputation for design initiative and performance. Their staff consists of approximately 103
dedicated professional, technical and support personnel who have provided comprehensive design services for a
diverse range of public and private facilities. With complete in-house capabilities, Wolfberg Alvarez and
Partners provides a unified approach to design and is able to provide well-integrated solutions. The firm's success
as a full-service NEil firm has been due to a fundamental integration of all disciplines in design and construction
and an effective approach to Quality Control.
Together, the CSHD and W A team represents the most experienced and creative approach to charter school
development ever assembled for such a project. This team prides itself on being a team of creating firsts,
including:
,.~
. FIRST to develop a municipal charter high school in U.S. (Coral Springs Charter School)
. FIRST to fully finance through private markets the entire development of a charter school.
Application - Page 28 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
cs:),-1I1 rig/lis rcs(,/,I'f'd. ,\'() pUrl o(this f11alcria! may he reproduced or utilized ill olly/orlll OJ" hy OJl)' mCllns.
'rI'j7holll Ifrinen permission fi"om Cllllrl!."r Schuols {JSJ.
.
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.
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FIRST to design Florida's first charter school-in-the-workplace (Ryder Elementary Charter School)
FIRST to combine both financing and management of a charter school as a turnkey, outsourced operation.
FIRST to privatize all functional components of the charter school industry.
FIRST to include performance standards of excellence in design and construction of a charter school.
FIRST to partner with a university to provide internal and external collaboration.
In addition to a number of charter and private schools developed by Charter Schoolhouse Developers Inc. in
South Florida, Charter Schoolhouse Developers has a standing strategic alliance with CSUSA. As a Strategic
Partner, Charter Schoolhouse Developers has comprehensively managed and developed the construction and/or
renovation of top quality educational facilities for CSUSA clients in Coral Springs and Miami:
. Coral Springs Charter School - a middle and high school facility
. Ryder Elementary Charter School- an elementary school on the campus of Ryder System, Inc.
4. Describe financial plans for facilities, if applicable.
The City of A ventura will assume the responsibility of acquiring the property and construction of the school
facility. It is anticipated that long-term bank loans will be utilized to fund the capital improvements. A charter
school fund has been established by the City to account for all revenues and expenditure associated with ACES.
This fund will be utilized to reimburse the City for its annual debt service costs to be paid from the City's general
fund. Future surpluses will be used to reimburse costs associated with acquiring the property.
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B. Finances:
1. Describe the financial management and internal accounting procedures of the school.
ACES's financial management and internal accounting procedures will be managed by the education
management company, Charter Schools USA, Inc. ACES will utilize accepted state codification of accounts
pursuant to the Financial and Program Cost Accounting and Reporting for Florida Schools in all transactions
pertaining to its operations.
The school wiIl make available quarterly financials, which will include a statement of revenues, and expenditures
prepared in accordance with generally accepted accounting principles.
AdditionaIly, annual audited financial reports as of June 30 of each year, which will include a complete set of
financial statements and notes prepared in accordance with generally accepted accounting principles will be
forwarded to the School Board for inclusion into these financial statements. Such statements will be formatted
by revenue source and expenditures and detailed by function and object no later than September 20 of each year.
2. Present a budget for start-up expenses, covering only the planning and capital expenses necessary
before school opening.
The Capital and Start up Budget consists of start-up costs incurred prior to start of school, working capital needs
necessitated by the Florida FTE payments received in arrears, development fees, and other operating deficits.
The City of A ventura will be responsible for funding all capital and start-up cost incurred prior to the start of
school. These expenses will be reimbursed to the City via the school's funds over a period of time. For a more
detailed breakdown of these costs in excess of the Federal Start-up Grant, please refer to Exhibit L. In the event
that the City of A ventura is unable to fund the deficits that occur prior to the start of school, the deficit will then
be supplemented by the Management Company via various resources and then repaid in the first year.
.,~-
Application - Page 29 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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3. Present an outline of a budget covering all projected sources of revenue, both public and private, and
an outline of planned expenditure covering the initial term of the charter.
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Five years of estimated operational budgets are attached. As the project progresses, we look forward to further
refining these estimates with the assistance of the School Board and DOE staff. ISee Exhibit C- School Budgetl
4. Describe plans to conduct any fund-raising efforts to generate capital or to supplement the per pupil
allocations.
The school and the City of A ventura will actively seek funds through outside sources such as The Challenge
Foundation, Federal Charter Grants, the Annenberg Challenge Grant and a variety of local, state and federal
public and private grants and programs.
Charter Schools USA has a history of obtaining funds to supplement the per pupil allocations. Listed below are
some of the funds awarded to Charter Schools USA Schools:*
$10,000 cash over 5 years - Coca Cola Sponsorship
$40,000 of equipment over 5 years Coca Cola Sponsorship
$32,000 of computer equipment - IBM
$150,000 cash over 2 1'2 years - Obbey Porter Grant
$32,000 cash - Miscellaneous Sponsorships (e.g., golf tournament, fundraising activities)
Federal Start-up Grants
*Conservative accounting prohibits the inclusion of such
fund-raising efforts in the budgets.
5. Explain the manner in which the school will be insured, including liability insurance.
...--...
ACES will comply with all requirements specified by the School Board of Miami-Dade County or applicable
state statutes regarding insurance and liability coverage. These include:
Errors and Omissions Insurance
Officers and Directors Liability Insurance
Fidelity Bonds
Commercial General Liability Insurance
Automobile Liability Insurance
Employees Liability Insurance
· Property Insurance
ACES will carry the necessary worker's compensation insurance and unemployment compensation insurance.
The insurance companies that provide coverage will have a rating of "A" or better and financial size category of
"VII" or better, according to A.M. Best Company.
C. Recruiting and Marketing Plan
1. Demonstrate how you will publicize the school to attract a sufficient pool of applicants.
The ACES will conduct a three phase marketing campaign. The efforts of this campaign should achieve
enrollment at capacity with a low student to staff ratio.
MARKETING PLAN
I. Identification
Target Market
ACES will target approximately 600 students in grades K _5th. Although the school is
open to anyone in the district, as a municipally sponsored school, the enrollment process
will be limited to targeting the children of the residents of the City of Aventura.
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Application" Page 30 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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II. Marketing/Public Relations
-.
ACES plans to conduct a marketing campaign throughout the target areas that will educate and publicize the
community about the charter school movement and the opportunities available at ACES.
These efforts may include, but are not limited to:
Educational Institutions
Education partnerships with the local preschools, daycares, and after school programs
Education partnerships with local university and college career centers
Community/Grassroots
· Local print media
Development of a school website accessible via the internet with email options
Distribution of brochures and pamphlets about the school and the programs offered
Direct mailings to the local community
Local radio and television public service announcements
Utilization of the City's communication channels
Businesses/Governmental Agencies
Creation of partnerships with the entities in the area
Announcements in local newsletters
Distribution of brochures and pamphlets about the school and the programs offered
III. EnrollmentlRecruitment
Enrollment /recruitment will take place until the school is fully enrolled.
These efforts may include, but are not limited to:
Distribution of applications at community events, open houses, and parent information sessions
. Distribution of applications via direct mail
On-line applications via school website
. Establishment of a toll-free hotline to request applications and/or obtain information about the school
2. Describe the steps that will be taken to reach students representative of the racial and ethnic diversity
in the community, including typically "harder to reach" families?
Through the recruiting and marketing plan described above, we will be successful in attracting families reflective
of the community. We will seek to achieve a racial/ethnic balance comparable to the racial/ethnic balance of
A ventura and its surrounding communities.
Other special efforts will be in the form of recruitment and advertising to churches, minority organizations,
minority media outlets, Drop out Prevention Programs and other similar organizations. In addition, evening and
weekend informational meetings wiII be conducted in neighborhood facilities. Coordination of additional
services such as multilingual staff, the availability of forms and marketing material in languages other than
English (e.g., Spanish, Creole), and parent involvement with the PTSO,
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Application - Page 31 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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IV. OPERATIONS
p......
A. Admissions & Registration Plan:
1. Describe the student admission criteria and dismissal procedures that will be implemented.
A proposed, ACES would be designated as a charter school-in-a-municipality as described in the Florida State
Statute. As a charter school-in-a-municipality, ACES will limit the enrollment process to target the children of
the residents of A ventura. A CES will not discriminate on the basis of race, religion, national or ethnic origin, or
exceptionality in the admission of students, in accordance with federal and state anti-discrimination law. ACES
may give enrollment preference to a sibling of a student enrolled in the charter school, to the child of a member
of the governing board of the charter school, or to the child of an employee of the charter school, as provided
within the charter law. In addition, as required by state statute, ACES shall provide an equal opportunity of being
selected for enrollment for students with handicapping conditions and students served in ESOL programs, and
allow students to withdraw from the school at any time and enroll in another public school in accordance with
the policies ofMDCPS or district in which they reside.
A CES shall enroll an eligible student who submits a timely application, unless the number of applications
exceeds the capacity of the program, class, grade level or building. In the event the number of applications of the
targeted population exceeds the capacity, all applicants shall have an equal chance of being admitted through a
random selection process. Upon receipt, all applications will be date and time stamped and filed by grade level.
During registration, all parents/guardians prior to admissions will be required to sign a legal and binding
instrument that indicates acceptance of the student code of conduct, the student dress code policy, and a
commitment to volunteer a minimum of twenty hours over the course of the school year. (The parent contract is
discussed in more detail in section (1l)(B)(6) of this application.)
,,.........
The rules of student conduct for the school will set forth the expectations for student behavior and the
consequences for infractions of the rules. The administration will certify the recommendation after review for
consistency and fairness.
ESE disciplinary procedures will follow procedures mandated by the Federal Government and will abide by
IDEA 1997.
Infractions will be divided into two categories: minor infractions and major infractions. Minor infractions would
include items such as dress code violations, horseplay, tardiness, misuse of equipment, and failure to do home
work. Major infractions would include such items as disrespect, cheating, having a weapon on campus,
smoking, having drugs on campus, fighting, and skipping school.
Consequences for minor infractions may include verbal reprimand, wntmg assignment, Saturday school,
academic probation, assignment tutoring, home work, detention, and community service. Consequences for
major infractions may include in-school suspension, work detail, restitution, community service, dismissal and
such actions deemed suitable by the Principal.
Student expulsions will be coordinated to ensure proper handling with the Miami-Dade County's Code of
Student Conduct. In addition, an addendum made expressly for ACES will address uniform dress code and other
areas unique to the school. IExhibit M - Code of Conduct Addenduml
2. Describe the timetable to be used for registering & admitting students, including a plan for the
admission lottery if the number of applicants exceeds the program capacity.
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As a charter school-in-the-municipality, ACES will limit the enrollment process to target the children of residents
of the City of Aventura according to the Florida State Statute. However, ACES will not discriminate on the basis
of race, religion, national or ethnic origin, or exceptionality in the admission of students, in accordance with
federal and state anti-discrimination law.
Application - Page 32 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
i::~.'l!/ rights reservc'd ,'\0 pari oflhis mau:rid/ mar he n'jJrot!II(,{,(! 0/' ulilizt'd ill onyj{),-m or hy on)' mClin,'.
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Marketing
A 2003-2002 opening affords ACES the opportunity to begin marketing the school upon approval of the charter
application by the MDCPS. It has been anticipated that marketing will begin as soon as January 2002.
d..-
Enrol/ment
ACES will limit the enrollment process to target the children of the residents of A ventura. Enrollment preference
will be given to a sibling of a swdent enrolled in the charter school, to the child of a member of the governing
board of the charter school, or to the child of an employee of the charter school, as provided within the charter
law. App]ications will be made available upon the Schoo] Board's approval of the charter application. The
enrollment period will begin no earlier than September of the preceding year of the School's opening. All
applications will be date/time stamped as they are received and filed by grade level. If the number of
applications exceeds the capacity of a program, class, grade level, or building, a public lottery will be held to
select the number of spots available. The drawing will continue until every name has been drawn and scheduled
for enrollment or placed on a numerical waiting list. All applications received after the enrollment period will be
placed at the bottom of the waiting list for that particular program, class or grade level in the order in which they
are received. The lottery will be a public lottery facilitated by an impartial observer. Parents will be notified in
writing of their child's acceptance no later than twenty-one (21) days past the acceptance period deadline and
will have fifteen (15) days to notify the schoo] in writing of their decision to attend. If an accepted applicant
decides not to attend the schoo], the slot will be given to the first person on the waiting list.
If space is still available at the end of the enrollment period, applications will be accepted from the community-
at-large on a first-come, first-serve basis. Preference will be given to children of the residents of A ventura, a
sibling of a student enrolled in the charter school, to the child of a member of the governing board of the charter
school, or to the child of an employee of the charter school
[See Exhibit N - Student Application FormJ
,:.,......,
Registration
Upon successful enrollment and indication of commitment to attend ACES, registration will be made available.
Parents will be provided pertinent documents to review and return. ACES, will conduct periodic registration
sessions to assist parents with the various forms contained in the registration package. In addition, staff will be
available for one-on-one sessions to accommodate parents who are not able to attend the scheduled sessions.
[For a sample of the registration package, please refer to Exhibit O.J During registration, parents will also
receive the code of conduct and details regarding volunteer hours. Orders for school uniforms can also be placed
at this time.
3. Describe the approach in which the school will endeavor to achieve a racial and ethnic balance
reflective of the community it serves.
ACES will seek to target and distribute information to the community it serves with the intention of reflecting in
its student population the diversity of the area at large. In addition, a multilingual staff person and documents in
languages other than English will be available to satisfy the needs of the community at large.
4. In the case of an existing school being converted to charter status, suggest alternative arrangements
for current students who choose not to attend the charter school.
Not applicable
A. Human Resources Information
1. Describe the standards to be used in the hiring process of teachers, administrators and other school
staff.
HUMAN RESOURCES POLICIES
A CES will employ professional teachers that are certified as required by Chapter 231, F]orida Statutes. The
schools may employ or contract with skilled selected non-certified personnel to provide instructional services or
to assist faculty members as teacher's aides in the same manner as defined in Chapter 231, Florida Statute. All
employees will be committed to the high academic standards of the school. Faculty must have the ability to
work cooperatively and collaboratively with fellow faculty, parents, community organizations and the business
Application. Page 33 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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community. These positions will require highly energetic, creative, knowledgeable educators who possess a
desire to make education exciting and make a difference within the educational experience for each student.
~
ACES will not employ an individual to provide instructional services or to serve as a teacher aide if the
individual's certificate or license as an educator is suspended or revoked by this state or any other state.
ACES is a private employer. The school reserves the right to dismiss employees "at will" but without being in
violation of the laws of the state of Florida and the United States of America. The school assures thorough,
consistent termination procedures.
The school will not violate the anti discrimination provision of 228.2001, Florida Statute, the Florida Education
Equity Act or any other provisions of Federal or state law in its hiring and employment practices. ACES will
offer equal opportunities to all qualified employees and candidates without regard to race, creed, color, national
origin, age, sex, marital status, sexual orientation, physical or mental handicap, non-job related disabilities or any
other characteristic protected by law.
HIRING PROCESS
ACES will have all employees fingerprinted and have background checks. ACES also reserves the right to
administer any other form of testing of employees as deemed necessary in order to safeguard the entire student
body.
In addition to background investigations, all administrators and teaches are assessed in rigorous interviews prior
to hire. These interviews entail various assessment tools to evaluate each applicant based on his/her job
requirements: Meyers Briggs, oral exams, teaching demonstrations, writing activities, and group activities.
Detailed below are administrative, faculty and staff positions and responsibilities:
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Administrator /Pri ncipal
Responsible for the administration of the school.
. Educational Background- Degree in Education with appropriate school grade
background; experience as an educational leader
. Teaching experience
. Knowledge of the needs ofthe schools population
. Ability to work with community agencies and resources
. Experience with working with school boards, board of directors, and
advisory boards
. Experience in the start up of new schools
. Skills in using technology as a tool for learning and monitoring student
progress
. Motivated to establish innovative and creative learning programs
. Committed to professional development programs for faculty and school
concepts
. Knowledgeable towards curriculum goals and objectives for appropriate
grades of student body
. Ability to implement staff development and training
. Promoter of positive school climate
. Dedicated to providing supplementary programs to enhance student learning
. Committed to enabling each student to reach his/her personal best
Assistant Principal
Responsible for assisting in the supervision of the school program and the curriculum in addition to having
similar qualities as designated for the Principal.
".......,
Classroom Teachers
. Educational Background- Bachelors Degree or higher in Education andlor
area of specialization in the grades he/she is teaching
. Presents positive teaching evaluation history
. Displays exemplary personal presentation and interpersonal skills
Application - Page 34 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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Demonstrates strong written and oral communication skills
Literate in computer skills
Demonstrates in depth knowledge of subject area
Understands various teaching methods and learning styles
Ability to make learning exciting and interactive for students
Committed to the academic development and character development of each
student
Displays enthusiasm, flexibility and innovative techniques toward education
Ability to work effectively with parents, students, resource personnel and
other school wide groups of individuals
Engages in continual professional development seminars, presentations, and
organizations
Personnel evaluations will be conducted to improve teacher performance.
Support Staff
The support staff will include the following jobs in addition to others as approved to support the school's
programs. All support staff will be required to be fingerprinted and have background checks prior to
employment.
. Cafeteria staff
. Custodians
. Paraprofessionals
. Secretaries
. Substitute teachers
ACES will publish a school handbook that includes a description of the school program. The school will have an
open house to introduce the administration and teachers to the community
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EVALUATION AND ASSESSMENTS
Administrator and Teacher Assessment
The Performance Assessment Protocols are designed to promote the value system of "putting
students first." Both the Instructional Performance Assessment System (IP AS) and Administrative
Performance Assessment System (APAS) are developmental systems. Both Systems are standards-
based in that they originate state-of-the-art sources - Research for Better Teaching for
Administrators and the National Board for Professional Teaching Standards for Teachers. IPAS
and AP AS are rubric-sensitive, rather than opinion-sensitive systems that rely on data/evidence and
gap analyses.
,,~.
Both systems assume collaboration between administrators and teachers. Administrators must
create an environment of empowerment for teachers to press forward with academic rigor in a self-
regulated, data-driven quest to promote best practices in teaching. The APAS require that
administrators create a "Community of Practice" or "Learning Organization" based on research of
effective organizations.
Teachers must create a system of continual iterations of content presentation; diagnostic exercises;
assessment events and performance rituals, which develop strong understanding and skills of that
teacher's content area. Both assessment systems provide latitude for monitoring, failing without
retribution, developing entrepreneurial approaches to further the purposes of schooling and
becoming "reflective practitioners" of their craft. The objective is to use these systems to promote
the interests and values of ACES by building internal support structures, which maintain high
quality instruction directed toward deepening student knowledge.
Portfolios for Administrators
Each administrator will develop a portfolio of artifacts and evidence of areas of the
administrative rubrics in APAS for the academic year. In addition, each administrator will
Application - Page 35 of 42
Avenlura Charter Elementary School
City of Aventura
Draft - 9/01
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gather evidence of hislher support and encouragement In developing a learning
organization in their school.
",.-.
The five components of the Learning Organization are:
f. Shared Vision - A broadly understood sense of the purpose of the school widely
agreed to by stakeholders, who should be highly invested in its development and
maintenance.
,"""~'
g. Team Learning - Develop and enrich open communication systems and continual
group monitoring of school progress among stakeholders. When outside infonnation
is needed to promote successes within school purpose (shared vision), the
administrator should provide resources for this purpose. Problem-identification by
stakeholders should precede problem solving by administrators.
h. Mental Models - Seek out, distribute and oversee organized material (data) about the
school to promote active inquiry into the relationship of certain instructional,
organizational or temporal strategies which seem to be associated with student
success. (e.g., intense investigation coupled with elaborate written description and
connection beyond the schoolhouse are associated with certain increases in student
achievement.) Focus on student work and its analysis to see if this strategy holds
hope for improved student achievement over time. The administrator influences
examination of successful practices by providing time and emphasis to staff, along
with access to relevant research related to school and student success.
1. Personal Mastery - Each teacher will have a portfolio. These portfolios are intended
to be gathering places for various kinds of evidence associated with teaching practice.
Administrators can promote increasing competence among teachers by using the
portfolio and set of rubrics to establish base lines for each staff member using a gap-
analysis fonnat. Over time, using the "Team-Learning" and "Mental Models"
protocols (with flexibility) an administrator can leverage a practicing teacher toward
strategies and skills which are associated with improved levels of student achievement
by consistent use of the portfolio and introducing mentoring and teaming concepts as
needed.
J. Systems Thinking - "All important things are connected to all other important things,"
a comment by Ted Sizer regarding life in schools. ACES is designed as an
evolutionary confluence of teaching, learning and caring all wrapped uP' in one
package. Policies, practices, budgets, schedules, curriculum, pedagogy and
assessment must be seamlessly arranged by the administrator so that the shared vision
dominates; the team learning focuses on improved models and how they can
contribute to increasing levels of personal mastery, in an ongoing social system.
Labels of students are shed in favor of behavioral data gathering and changing
strategies. Traditional classroom isolation is tolerated only to the extent that it does
not interfere with "team-learning". Technology is used to break down barriers and to
improve infonnation flow. Learning takes place continually in the learning
organization; not just at times when it is "scheduled". This model calls for very
different administrative behaviors than those required in hierarchies.
Portfolios for Teachers
Each A CES teacher will develop a portfolio for each category in the Instructional
Perfonnance Assessment System (IP AS). The portfolio will have three sections:
4.
Deepening Students' Knowledge
.~.
Teacher planning and preparation
Demonstrating Knowledge of Content and Pedagogy
. Demonstrating Knowledge of Students
Selecting Instructional Goals
· Demonstrating Knowledge of Resources
Application - Page 36 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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Designing Coherent Instruction
· Assessing Student Learning
-
Instruction
Communicating Clearly and Accurately
Using Questioning and Discussion Techniques
· Providing Feedback to Students
Demonstrating Flexibility and Responsiveness
Professional Responsibilities
Reflecting on Teaching
Maintaining Accurate Records
5. Building Community
The Classroom Environment
Creating an Environment of Respect and Rapport
Establishing a Culture for Learning
Managing Classroom Procedures
Managing Student Behavior
· Organizing Physical Space
Instruction
Engaging Students in Learning
· Providing Feedback to Students
Demonstrating Flexibility and Responsiveness
...........
Professional Responsibilities
Reflecting on Teaching
Maintaining Accurate Records
Communicating with Families
· Contributing to the School
· Growing and Developing Professionally
6.
Developing Student Talent
Planning and Preparation
. Demonstrating Knowledge of Content and Pedagogy
Designing Coherent Instruction
The Classroom Environment
Establishing a Culture for Learning
Instruction
Engaging Students in Learning
Professional Responsibilities
Service to Student and Advocacy
Using a combination of self-report and administrator review, gaps among the various categories
should be discussed and leveraged to promote higher levels of performance by all staff, over time.
It is important that there be a collaborative spirit and tangible evidence recorded to authenticate
various levels of performance over time.
,~
Administrators and teachers may collaborate utilizing staff teaming or mentoring to improve the
operating system. Annually, each teacher will sit with a reviewer to do a gap analysis and develop
plans to raise performance over time. It is the belief of A CES that the AP AS and IP AS portfolio
Application - Page 37 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9101
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,-
assessment system is the evaluation process that will help improve and deepen teacher's knowledge
in the craft and practice of teaching. This portfolio system allows for multiple forms of assessment
in documenting competency and professional growth.
2.
Describe the human resource policies governing salaries, contracts, hiring, dismissal, and benefit
packages.
Salaries _ Teacher starting salaries, as assumed in the school's initial budget, are based on Miami-Dade County
starting teacher salary levels, with potential exceptions made for an individual's experience, degree(s), and past
employment history. Administrative salaries will be developed in accordance with the supply and demand for
administrative positions. Staff will be hired on a year-to-year basis with the contract extensions recommended on
an annual basis. All employees will be hired on a 90-day probation basis.
ISee of Exhibit K for Stafling & Salary Overviewl
All instructional personnel will be considered ten-month employees and will begin work two weeks prior to the
start of school and work one-week after the end of school.
Contracts _ An employment agreement will be signed by each employee, dually authorized by an executive
School or CSUSA corporate employee and be acknowledged by an employee as witness.
Hiring - The hiring policy of ACES is to offer equal opportunity to all qualified employees and candidates
without regard to race, creed, color, national origin, age, sex, marital status, sexual orientation, physical or
mental handicap, non-job related disabilities or any other characteristic protected by law.
Dismissal - The first 90 days of employment are considered a probationary period. The employee or company
can terminate employment without notice. After the first 90 days, progressive discipline policies will be
followed for non-flagrant situations and immediate termination for any violations of a serious nature. Per the
employee's contract, ACES asks for two weeks notice of all voluntary resignations.
.-
Benefits _ Eligible employees (must work a minimum average of 30 hours per week) are eligible to participate in
our benefits plan on the first of the month following 30 days of service. If benefits are not selected during this
period, an annual "open enrollment" is offered each September with an October I st effective date for any
changes. Benefits include medical, dental, vision, Professional Educators Network, employee assistance
program, life insurance, supplemental life insurance, short and long term disability, 401(k), stock option plan,
and paid time off.
Staff Training & Professional Development
Throughout the year, workshops will be scheduled by Charter Schools USA to provide the ACES staff with a
range of professional growth opportunities. Training in the use of technology for teachers and support staff is
one such program. Charter Schools USA also provides training in effective teaching practices and the teacher
evaluation process.
ACES will have the opportunity to design and/or select professional development programs based on the school's
needs. Charter Schools USA will seek relationships with local colleges and universities for professional
development opportunities. Staff development may include, but not be limited to:
.-
CSUSA Teach/Administrator Evaluation
Process
Learning Fields
Theory of Multiple Intelligences
Harry Wong: The First Days of School
Teaching the Block Effectively
Strategies for Successful Test Taking
Skillful Teacher Training
Discipline With Dignity
"Best Practice" Strategies for the Classroom
Effective Teacher Training
Centers in the Classroom
Writing Effective Lesson Plans
Technology in the Classroom
Florida Writes
FCAT
Interdisciplinary Curriculum
Put In Writing
Application - Page 38 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
<D/lI/ Fighl.I,' reservcd. )\:'0 /Jarl uOlti5.. materil" ma)' he reproduced or utilized iI/ ()Jly/i)f'11I or hy (]II} mea/Is.
willlOur I1Ti1le!1 permission/i'om Charter S'cllOols 1.:'.1'.'1.
Finally, teachers will maintain a portfolio as a part of their performance evaluation process which includes
evidence of relevant coursework, publications, published papers, recognition or awards they receive and other
such documentation of their investment and responsibility for their own professional growth.
-
Teacher Qualifications
Minimum and preferred qualifications for each instructional and student service position applicable to the
charter school will be available for review in the Charter Schools USA Human Resources Office. Minimum
and preferred qualifications for all faculty positions will be available for review as well. Each teacher's
qualifications will be disseminated to parents considering the charter school for their child, as required in the
charter statute. Methods of dissemination will include, but are not limited to:
Displaying teacher qualifications at informational meetings and open houses.
Inclusion of teacher's qualifications in the school brochure or handbook.
(Qualification information will include: degrees held, past experience, certification, years of experience and any
other relevant information.)
ESOL Endorsement
In compliance with Florida State law, META Requirements and the META Consent Decree, ACES teachers are
required to participate in training when they have a limited English proficient (LEP) student assigned to their
class. ACES' teaches will adhere to the following state requirements:
~,..........
Category I Teachers:
Certification in another subject appropriate to the teaching assignment
15 semester hours, 300 inservice points, or a combination of both in ESOL with credit in:
Methods of Teaching English to speakers of other languages
ESOL curriculum and materials development
Cross-cultural communication and understanding
Testing and evaluation ofESOL
Applied linguistics
. Experienced Teachers: 6 years or more allowed for completion
Beginning Teachers: 6 years or more allowed for completion
Category II Teachers:
Hold certification in a subject appropriate to the teaching assignment
Complete 60 inservice points or 3 semester hours college credit in a combination of the ESOL strategies
listed below:
Methods of Teaching English to speakers of other languages
ESOL curriculum and materials development
Cross-cultural communication and understanding
Testing and evaluation ofESOL
. Experienced Teachers: 1 year to complete
. Beginning Teachers: 2 years to complete
Category III Teachers:
. Hold certification in a subject appropriate to the teaching assignment
. Complete 18 in service points or 3 semester hours college credit in a combination of the ESOL strategies
listed below:
Methods of Teaching English to speakers of other languages
ESOL curriculum and materials development
Cross-cultural communication and understanding
Testing and evaluation ofESOL
Experienced Teachers: I year to complete
Beginning Teachers: 2 years to complete
""~.
3. Describe how the qualifications of the teachers will be described to parents considering the charter
school for their children, as required in Florida's Charter School Legislation.
Application - Page 39 of 42
Aventura Charter Elementary School
City of Aventura
Drafl- 9/01
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.-
Minimum and preferred qualifications for each instructional and student service position applicable to the
School will be available for review in the Charter Schools USA Human Resources Office which is currently
located in East Fort Lauderdale. Minimum and preferred qualifications for all faculty positions will be
available for review as well. Each teacher's qualifications will be disseminated to parents considering the
charter school for their child, as required in the charter statute. Methods of dissemination will include, but are
not limited to:
. Displaying teacher qualifications at informational meetings and open houses.
. Inclusion of teacher's qualifications in the school brochure or handbook.
(Qualification infomlation will include: degrees held, past experience, certification, years of experience and any
other relevant information.)
4. Define the targeted staff size, staffing plan, and projected student-to-teacher ratio.
ACES's initial staff will consist of one full-time principal, at least one full-time assistant principal (determined
by total school size), a site coordinator, and such teachers as may be necessary to maintain a student to staff
ratio of 20: 1. Services requiring additional staff, such as security and transportation, will be contracted ideally
with persons and organizations from the local community. ISee of Exhibit K for Staffing & Salary Overviewl
5. In the case of an existing school being converted to charter status, suggest alternative arrangements
for current teachers who choose not to teach in the school after conversion.
Not applicable
B. Transportation:
1. Discuss the plans for transporting students to and from school. Describe the arrangements, if any,
that will be made with local school district or private providers.
A CES anticipates that the parents will transport most of the student population. However, the A CES will be
responsible for transporting all students who reside within a "reasonable distance" of the school, or who are
otherwise entitled to transportation by law, in a non-discriminatory manner to and from the school. The school
will contract with a MDCPS-approved private transportation firm to provide transportation for those students
that qualify. The school will provide MDCPS with the name of the approved private transportation firm and the
school's final transportation plan.
2. Charter schools are responsible for providing transportation for students residing within a
"reasonable distance" of the charter school. Describe reasonable distance as defined in your charter
school transportation plan. Describe the factors that helped form the basis for his distance
determination.
Due to the nature of the school and its locale, it is envisioned that parent vehicles will transport most students. If
deemed necessary, ACES will contract with the safest and most cost-effective transportation vendor to provide
transportation within a reasonable distance. "Reasonable distance," as defined by the Florida Department of
Education, is the distance currently zoned at a comparably sized school within the district. A CES will define
reasonable distance as two to four miles from the school and work with the MDCPS's Transportation
Department to ensure there are no barriers to equal access for all students.
3. Describe the policies which will help ensure that transportation is not a barrier to equal access for all
students.
ACES will have a transportation policy that will be a result of working with the MDCPS to define a "reasonable
distance." The policy will be consistent with the requirements of Chapter 234 of Florida Statute, and A CES will
provide transportation to all students residing within a reasonable distance from the school. It is anticipated that
reasonable distance will be two to four miles from the school.
-
4. If the school district is under court-ordered desegregation, describe how that has been taken into
account in the transportation plan.
Application - Page 40 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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We adhere to the same guidelines that are required of all public schools, which is based on policy determined by
County, State and Federal laws.
,..''''.......
C. Food Service:
1. Discuss the plans for providing food service. Describe the arrangements, if any, that will be made
with the local school district or with a private agency.
ACES will contract with a private vendor for food service. When the private vendor is chosen, the ACES will
notify the MDCPS.
2. If a private agency is contracted to provide food services, describe the plan for providing food and
related services, for meeting reporting requirements, and for documenting annual sanitation
certification.
Any private agency contracted will be a MDCPS approved school lunch provider.
The contracted private vendor will prepare and deliver food to the ACES in accordance with standards
established by the Florida Department of Professional and Business Regulations. Food will be delivered in
containers that maintain a minimum of 140 degrees, for hot foods and 38 to -42 degrees for cold foods.
The ACES school model includes a cafeteria that meets or exceeds state nutritional and sanitation standards
regulated by the Florida Department of Professional and Business Regulations, Administrative rules Chapter
61C-4. Additionally, the school will adhere to dietary guidelines established by the United States Department
of Agriculture, (National School Lunch Act [42U.S.C. 1751 (b)(2)(c)]), for the National School Lunch Program.
The cafeteria manager will determine menus based on national child nutrition standards, monitor quality and
comply with sanitation requirements.
ACES will follow the same reporting requirements and documentation procedures for the annual sanitation
certification as other county public schools. The private vendor will be required to maintain and supply ACES
with accurate daily records of all product deliveries and current copies of FDPBR inspection certificates.
3. Describe procedures to process free/reduced lunch applications for eligible students.
ACES will provide free and reduced priced meals for eligible children unable to pay the full price. The State
dictates the criteria for those children from households with incomes of less than or equal to the income criteria
required by the National School Lunch Program that may be eligible for either free or reduced priced meals.
Efforts are made to ensure that all qualified applicants are given the opportunity to obtain free or reduced lunch.
During the first week of school, application forms are given to each student. Each teacher is required to
complete a form recording each child's receipt of the free/reduced lunch applications. Administrative staff is
made available to answer any questions and concerns.
To apply for free or reduced priced meals, parents must fill out the application and return it to the school. After
the application is processed, a response is forwarded to each child and the child's parents/guardians. In
accordance with National School Lunch Act (42 U.S.C. l75l(b)(2)(C)), a confidential list is then compiled and
forwarded to the cafeteria manager. Meal benefits begin on the day the application is approved at the school site
and continue throughout the school year in which the application is approved and for approximately the first
twenty days of next school year (applicable when information is available). Any student who does not have a
current application on file at the school site will be unable to receive meal benefits after September 22nd of each
year.
,"-~
Application - Page 41 of 42
Aventura Charter Elementary School
City of Aventura
Draft - 9/01
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FINAL DOCUMENTATIONS
~
All final documentation will be submitted to the School Board prior to the opening of the charter school:
Facilities Safety Approval:
(a) Inspection by local building inspector
(b) Inspection by Fire Department
(c) Compliance with other federal and state health and safety laws and regulations
(d) Final Site Plan & Floor Plan
Governance Documents:
(a) Resolution
(b) Contracts
(c) Other required documentation
(d) Updated Board Members' Information, verification of fingerprinting & disclosure information
Other
(a) Proof ofInsurance
(b) Final Budget
(c) School Calendar
,~-
-
Application - Page 42 of 42
Avenlura Charter Elementary School
City of Aventura
Draft - 9/01
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Exhibit A
Exhibit B
Exhibit C
Exhibit D
Exhibit E
Exhibit F
Exhibit G
Exhibit H
Exhibit I
Exhibit J
Exhibit K
Exhibit L
Exhibit M
Exhibit N
Exhibit 0
ApPENDIX
TABLE OF CONTENTS
Overview: City of Aventura
Facilities Portfolio
School Budget
Sample Narrative Report Card
Founders' Bios/Resumes
Overview: Charter Schools USA
Sample Parent Contract
Independent Scientific Survey
Evidence of Community Support
Overview: CSHD & W A
Staffing & Salary Overview
Start-Up Budget
Code of Conduct Addendum
Student Application Form
Registration Package
Aventura Charter Elementary School
City of Aventura
.-
Exhibit A
Overview: City of A ventura
~
,,..~
OVERVIEW
CITY OF A VENTURA
The City of Aventura was incorporated in 1995. Once a small and quiet community
known as an enclave for retirees, the City has become home to over 26,000 residents
from all walks of life. The City has undergone a renaissance over the past six years. The
demographics of the City are changing as the City has become home to more young
families with school age children.
The City is located in northeast Miami-Dade County and is 3.2 square miles in size.
High-rise condominiums along the Intracoastal, office buildings and large retail venues
such as A ventura Mall have created a sound economic base for the City.
Since the incorporation, the City has provided higher quality services at the same low tax
rate without increasing taxes. During the first five years of the City's existence, special
attention was given to creating a full service, highly visible Police Department and
Citywide beautification improvements and providing parks and recreation opportunities
to the community.
~
This improved quality of life has attracted many young families who wish to raise their
families in a safe and attractive environment. Unique shopping experiences, unparalleled
residences, superior medical facilities, fine restaurants and quality City services
contribute to the City's claim as the "City of Excellence".
A ventura is governed by a commission-manager form of government, combining the
political leadership of its elected officials with the executive experience of its City
Manager. This structure is vastly different from that of other local governments,
emulating the private sector by privatizing services and emphasizing customer service.
The City Commission is committed to providing quality municipal services at the lowest
possible cost. The City's operating departments include the Office of the City Manager,
City Clerk's Office, Legal, Community Development, Community Services, Finance
Support Services and Public Safety.
The city's progress and development continue at a record setting pace while emphasizing
community involvement.
"",,--
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit A
Page I
A ventura at a Glance
~
Land Area:
3.2 square miles
Location:
12 miles north of Miami
12 miles south of Fort Lauderdale
1 mile west of the Atlantic Ocean
Form of Government:
Commission- Manager
Annual City Budget:
$44.8 Million
Millage Rate:
2.27
Population:
25,767
Zip Codes:
33180,33160
Total Real Estate Value:
3.9 Billion
Police Force:
69 sworn officers
.'~
Major Economic Drivers:
Retail, Medical
Number of Businesses:
2,916
Demographics:
White: 75%
Hispanic: 21 %
Black: 2%
Other: 2%
,~<
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit A
Page 2
,~
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A ventura Charter Elementary School
City of A ventura
Exhibit B
Facilities Portfolio
Appendix - Exhibit B
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Proposed Site Plan
School & Community/Recreational Center
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A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit B
Page 1
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A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit B
Page 2
ACES-Second Floor
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A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit B
Page 3
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A ventura Charter Elementary School
City of A ventura
Exhibit C
School Budget
Appendix - Exhibit C
_.
A ventura Charter Elementary School (ACES)
A ventura, Florida
School Budget &
Five-Year Financial Forecast
.~~
Charter Schools USA
September-Ol
~
Aventura Charter Elementary School (ACES)
Miami-Dade County, Florida
._School Configurations
At 100% Enrollment
600 Tar et
Student-to- Teacher Ratio:
Student-to- Total Staff Ratio:
17.6
15.0
Inputs in Blue
Class Size
Students Per Homeroom Classroom (Kindergarten):
Students Per Homeroom Classroom (1 st - 5th):
Students Per Homeroom Classroom (6th - 8th):
20
25
25
Applicatons
o
o
o
o
o
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Modeled Homeroom Classrooms
Kindergarten
] sl Grade
2nd Grade
3rd Grade
4th Grade
5th Grade
6th Grade
7th Grade
8th Grade
Year I
5
4
4
4
4
4
Year 2 Year 3 Year 4 Year 5 At Maturity -+--
5 5 5 5 5
4 4 4 4 4
4 4 4 4 4
4 4 4 4 4
4 4 4 4 4
4 4 4 4 4
Option 1 I
-
25
25
25
25
25
25
I Option 2 I Year I Year 2 Year 3 Year 4 Year 5 At Maturity
Kindergarten 4 5 6 6 6 6
I st Grade 4 5 5 5 5 5
2nd Grade 4 4 5 5 5 5
3rd Grade 3 4 4 5 5 5
4th Grade 3 3 4 5 5 5
5th Grade 3 3 4 5 5
6th Grade
7th Grade
8th Grade
18 24 27 30 31 3]
I Option 3 Year I Year 2 Year3 Year 4 Year 5 At Maturity
Kindergarten 5 6 6 6 6 6
I st Grade 4 5 6 6 6 6
2nd Grade 3 4 5 6 6 6
3rd Grade 2 3 4 5 6 6
4th Grade 2 2 3 4 5 6
5th Grade 2 2 2 3 4 6
6th Grade
7th Grade
8th Grade
c"~' 18 22 26 . 30 33 36
Aventura Charter Elementary School (ACES)
Miami-Dade County, Florida
- "Ichool Configurations
IAt 100% Enrollment
I 600 Target
Target
Student-to-Teacher Ratio: 17.6
Student-to- Total Staff Ratio: 15.0
Students by Grade
Option 1 I Year 1 Year 2 Year 3 Year 4 Year 5 At Maturity
Kindergarten 100 100 100 100 100 100
1 st Grade 100 100 100 100 100 100
2nd Grade 100 100 100 100 100 100
3rd Grade 100 100 100 100 100 100
4th Grade 100 100 100 100 100 100
5th Grade 100 100 100 100 100 100
6th Grade 0 0 0 0 0 0
7th Grade 0 0 0 0 0 0
8th Grade 0 0 0 0 0 0
600 600 600 600 600 600
~
I Option 2 Year 1 Year 2 Year 3 Year 4 Year 5 At Maturity
Kindergarten 80 100 120 120 120 120
1 st Grade 100 125 125 125 125 125
2nd Grade 100 100 125 125 125 125
- 3rd Grade 75 100 100 125 125 125
4th Grade 75 75 100 125 125 125
5th Grade 0 75 75 100 125 125
6th Grade 0 0 0 0 0 0
7th Grade 0 0 0 0 0 0
8th Grade 0 0 0 0 0 0
430 575 645 720 745 745
I Option 3 Year I Year 2 Year 3 Year 4 Year 5 At Maturity
Kindergarten 100 120 120 120 120 120
1 st Grade 100 125 150 150 150 150
2nd Grade 75 100 125 150 150 150
3rd Grade 50 75 100 125 150 150
4th Grade 50 50 75 100 125 150
5th Grade 50 50 50 75 100 150
6th Grade 0 0 0 0 0 0
7th Grade 0 0 0 0 0 0
8th Grade 0 0 0 0 0 0
425 520 620 720 795 870
Required Homeroom Classrooms
Year 1 Year 2 Year 3 Year 4 Year 5 At Maturity
Option 1 25 25 25 25 25 25 ~
Option 2 18 24 27 30 31 31
......-.~ Option 3 18 22 26 30 33 36
2
Aventura Charter Elementary School (ACES)
Miami-Dade County, Florida
Assumptions Underlying All School Configuration Options
.-
Enrollment / Attendance
Enrollment is assumed to be the following percentage of previously assumed student counts:
Average Attendance is assumed to be the following percentage of the above Enrollment:
OPTION:D:] ..
Targeted Student Count
Enrollment is conservatively planned at:
and the planned A verage Attendance is:
600.0
570.0
535.8
Revenues
Base Capitation rate is based on FDOE infonnation for the year 2000 - 2001.
Distribution by district is based on estimates provided by founders:
Assumed from Miami-Dade County
Assumed % of Students to be Given Transportation
Assumed number of transported students
Assumed reimbursement
Other Program Revenues per Month
Breakfast and lunch revenue populations are assumed initially as follows:
Breakfast Participation
Lunch Participation
Free
Reduced
Full-paying
The assumed breakfast and lunch revenue collection is:
Private and corporate grants are planned to be:
Expenses
Compensation
100.0%
25.0%
143
$341
$0
25.0%
75.0%
10.0%
10.0%
80.0%
94.0%
$0
Teacher and Staff initial salaries and future increases are based on market rates and future perfonnance reviews.
Assumed monthly Workers Comp budget per $100 in payroll
Substitute teachers utilization is assumed at the following utilization of teacher sick and personal days:
Assumed increase in health and dental rates:
Assumed increase in life, L T Disability and ST Disability rates:
Assumed average % of salaries and wages contributed by employees to 40 I K:
Assumed school 401 K match (matched capped on 1st 6% contributed by employee)
Resulting percentage of salaries and wages to budget at 40lK match:
ESE population as a % of total Enrollment
Contracted SPED services are assumed at the following amount per ESE student:
..~,
Teacher targeted retum incentive (per returning teacher to address MDCSB increases):
Coaches Stipends:
95.0%,
94.0%
90.0%
$1.19
17.5%
10.0%
4.0%
25.0%
1.00%
12.0%
$750
$0 at 8/15/01 $0 at 1/15/01
$0 per season
Aventura Charter Elementary School (ACES)
Miami-Dade County, Florida
Assumptions Underlying All School Configuration Options
Professional Services
Outside Staff Development
Management, Curriculum Development and Back Office Servicc fee to CSUSA as a % of Revenues
Bank Fees
Third Party Auditing / Tax Preparation
Computer Consulting
Ongoing Student Recruitment
Ongoing Staff Recruitment
Fee to Miami-Dade County School Boards as a % of State Capitation Payments
Vendor Services
Contracted transportation expenses everyday plus afterschool activities
Contracted transportation expenses field trips
Extracurricular activities - sporting events & transportation
Contracted breakfast and lunch expenses based on above revenue expectations
( See NSLP and Breakfast & Lunch Expense tabs)
Contracted special needs transportation
Contracted daytime & nightime custodial ($9.00 times 5 FTEs times 6 hours times 5 days per wk times 45 wks)
Contracted security services ($12 times 2 guard times 9 hours times 5 days per wk times 45 wks)
Adminstrative Expense
-
StafTtravel (conferences, training, etc.)
Printing
Office Supplies
Food service small wares and paper supplies
Medical supplies
I ustructional Expenses
Curriculum Enhancement Purchases
Consumable Instructional Equipment (mostly workbooks) per enrolled student
Initial Library Books
Testing Materials
Instructional Supplies
Additional Sporting Goods
Other Operating and Fixed Expenses
All Other Operating expenses based on experience (see inputs on Monthly Budget page).
Leasing expenses relate to the leasing of computers, furniture, telephones and textbooks
(See subsequent pages)
Debt Service
Miscellaneous Expenses (to cover unforeseen contigencies and unticipated service requirements) are modeled at
3.29%, of total revenues.
-
$5,000
14'Y.
$120
$12,000
$1,000
$1,500
$4,000
5.0%
$105,300
$4,000
$0
$22,500
$60,750
$48,600
$1,800
$2,200
$12,000
$0
$500
$4,000
$70.00
$5,000
$8,500
$11 ,000
$1,500
3
buses
"'........
A ventura Charter Elementary School (ACES)
Five-Year Financial Forecast
"~
--
Charter Schools USA
September 2001
~
Aventura Charter Elementary School (ACES)
Miami-Dade County, Florida
Five-Year Financials
Highest Grade
Maximum Enrollment
Average or Budgeted Enrollment
Forecast Capilolion (Ba,~e + Categorical)
Revenues
Local Cap. 1 Student
Statc Cap. 1 Student
State Start-Up Grant
Fed Cap. 1 Student
Private Grants
Student Transportation
Other Program Revenues
State Spec Ed
Fed Spec Ed
Total Earned Capitation
Fed Free Lunch & Breakfast
Fed Reduced Lunch & Bkfst
Fed Paying Student OfTset
Student Revs Reduced
Student Revs Full
Total Earned Food Service
Total Revenues
Salaried Personnel
Administrative StafT
Guidance Counselors
Teachers - ESE
Teachers - Resource I Computers
Teachers - Subject Teachers
Teachers - Specialty Teachers
Permanent Substitute Teachers
Teacher Targeted Return Incentive
Coaches Stipends
Incremental Positions - See Assumptions
Total Salaries
Hourly Wage Personnel
Pupil Services
Cafeteria
Custodial (In Contracted Services - NL)
Administrative
Substitute Teachers 1 Buyout of Days
Total Hourly Wages
Taxes & Benefits
Group Insurance & Other
Worker's Compensation
Payroll Taxes
Total Taxes & Benefits
Contracted SPED - Instruction
Total Cost of Compensation
Revenues Less Total Compensation
c_
Year I Year 2 Year 3 Year 4 Year 5
PrelimiJlary Budget Forecast F orecasl Forecast Forecast
FYE 6/30/04 % FYE 6/30/05 ~ FYE 6/30/06 ~ FYE 6/30107 % FYE 6/30/08 ~
5th 5th 5th 5th 5th
600 600 600 600 600
570 95.0% 570 95.0% 570 95.0% 570 95.0"/0 570 95.0%
$4.893 $5.114 $5.344 $5.584 $5.835
- -
2,789,197 90.4% 2,914,71 I 91.8% 3,045,873 91.8% 3, I 82,937 91.9% 3,326,169 91.9%
70,000 2.3% - -
- - 25,000 0.8% 25,000 0.8% 25,000 0.7% 25,000 0.7%
48,545 1.6% 50,245 1.6% 52,003 53,823 55,707
2,500 0.1% 5,000 7,500 10,000
- - -
- - -
2,907,743 94.3% 2,992,456 94.3% 3,127,876 94.3% 3,269,261 94.4% 3,416,877 94.4 %
17,031 0.6% 17,627 0.6% 18,244 0.6% 18,883 0.5% 19,544 0.5%
13,477 0.4% 13,949 0.4% 14,437 0.4% 14,942 0.4% 15,465 0.4%
14,940 0.5% 15,463 0.5% 16,004 0.5% 16,564 0.5% 17,144 0.5%
2,322 0.1% 2,403 0.1% 2,487 0.1% 2,574 0.1% 2,664 0.1%
128,413 4.2% 132,908 4.2% 137,560 4.1% 142374 4.1% 147,357 4.1%
176,184 5.7% 182,350 5.7% 188,732 5.7% 195,338 5.6% 202,175 5.6%
3,083,926 100.0% 3,174,806 100.0% 3,316,608 100.0% 3,464,598 100.0% 3,619,051 100.0%
150,000 4.9% 156,750 4.9% 163,804 4.9% 171,175 4.9% 178,878 4.9%
- - - - -
117,120 3.8% 122,390 3.9% 127,898 3.9% 133,653 3.9% 139,667 3.9%
74,040 2.4% 77,372 2.4% 80,853 2.4% 84,492 2.4% 88,294 2.4%
851,780 27.6% 890,110 28.0% 930,165 28.0% 972,022 28.1% 1,015,763 28.1%
133,336 4.3% 139,336 4.4% 145,607 4.4% 152,159 4.4% 159,006 4.4%
- - - -
- - - - -
- 0.0% - 0.0% - 0.0% 0.0% - 0.0%
- - - - - - -
1,326,275 43.0% 1,385,958 43.7% 1,448,326 43.7% 1,513,500 43.7% 1,581,608 43.7%
-
- -
- - - -
69,680 2.3% 72,816 2.3% 76,092 2.3% 79,516 2.3% 83,095 2.3%
24,691 0.8% 25 802 0.8% 26,963 0.8% 28,177 0.8% 29,445 0.8%
94,371 3.1% 98,618 3.1% 103,056 3.1% 107,693 3.1% 112,539 3.1%
65,246 2.1% 68,182 2.1% 71,250 2.1% 74,456 2.1% 77,806 2.1%
16,906 0.5% 17,505 0.6% 18,293 0.6% 19,116 0.6% 19,976 0.6%
124 062 4.0% 129 645 4.1% 135479 4.1% 141,575 4.1% 147946 4.1%
206,213 6.7% 215,331 6.8% 225,021 6.8% 235,147 6.8% 245,729 6.8%
51,300 1.7% 53,300 1.7% 55,300 1.7% 57,300 1.7% 59,300 1.6%
1,678,160 54.4% 1,753,207 55.2% 1,831,703 55.2% 1,913,641 55.2% 1,999,176 55,2%
1,405,767 45.6% 1,421,598 44.8% 1,484,905 44.8% 1,550,957 44.8% 1,619,875 44.8%
Financial Forecast
Page 1
-
Aventura Charter Elementary School (ACES)
Miami-Dade County, Florida
Five-Year Financials
Highest Grade
Professional Services
Legal Fees - Independent Counsel
Accounting Services - Independent Audit
Outside StaffOevelopment Consulting Fees
Fees for G & A, Curric, Development & Training
Bank Service Fees
Computer Service Fees
Temporary Agency Fees
Misc. Board-Directed Fund
Fee to Miami-Dade County School Board
Marketing & Enrollment
Staff Recruitment
Vendor Services
Contracted Pupil Transportation
Extra-Curricular Activity Events & Transportation
Contracted Food Service
Contracted SPED - Non-Instruction
Contracted Custodial Services
Contracted Security or Maintenance
,-,
Administrative Expenses
Travel! Auto
Airfare
Mea]s
Lodging
Business Expense-other
Dues & Subscriptions - PEN Membership
Printing
Office Supplies
In-house Food Service - Cost of Food
Food Service - Paper and Small wares
Medical Supplies
Instruction Expense
Non-Leased Textbooks
Consumable Instructional Equipment
Textbooks, Library & Reference Books
Other Publications
Testing Materials
Instructional Supplies (incl. $25 / per teacher / mo.)
Sporting Goods
Year 1 Year 2 Year 3 Year 4 Year 5
Preliminary Budget Forecast Forecast Forecast Forecast
FYE 6/30/04 % FYE 6/30/05 % FYE 6/30/06 ~ FYE 6/30/07 % FYE 6/30/08 ~
5th 5th 5th 5th 5th
- - - - - -
]2,000 0.4% 12,500 0.4% 13,000 0.4% 13,500 0.4% 14,000 0.4%
5,000 0.2% 7,500 0.2% 10,000 0.3% 12,500 0.4% 15,000 0.4%
431,750 14.0% 444,473 14.0% 464,325 14.0% 485,044 14.0% 506,667 14.0%
1,000 0.0% 1,029 0.0% 1,075 0.0% 1,123 0.0% 1,174 0.0%
-
- - -
139,460 4.5% 145,736 4.6% 152,294 4.6% 159,147 4.6% 166,308 4.6%
1,500 0.0% 1,500 0.0% ],500 0.0% ],500 0.0% 1,500 0.0%
4,000 0.1% 4,000 0.1% 4,000 0.1% 4,000 0.1% 4,000 0.1%
594,710 19.3% 616,738 19.4% 646,194 19.5% 676,814 19.5% 708,649 19.6%
109,300 3.5% 113,126 3.6% 117,085 3.5% 121,183 3.5% 125,424 3.5%
176,690 5.7% 182,874 5.8% 189,275 5.7% 195,899 5.7% 202,756 5.6%
22,500 0.7% 23,288 0.7% 24,103 0.7% 24,946 0.7% 25,819 0.7%
60,750 2.0% 62,876 2.0% 65,077 2.0% 67,355 1.9% 69,712 1.9%
48,600 1.6% 50,301 1.6% 52,062 1.6% 53,884 1.6% 55,770 1.5%
417,840 13.5% 432,464 13.6% 447,601 13.5% 463,267 13.4% 479,481 13.2%
1,800 0.1% 1,863 0.1% 1,928 0.1% 1,996 0.1% 2,066 0.1%
- - - -
- - -
- -
- - - -
- - -
2,200 0.1% 2,277 0.1% 2,357 0.1% 2,439 0.1% 2,525 0.1%
12,000 0.4% 12,420 0.4% 12,855 0.4% 13,305 0.4% 13,770 0.4%
- - - - - - -
- - - - -
500 0.0% 518 0.0% 536 0.0% 554 0.0% 574 0.0%
16,500 0.5% 17,078 0.5% 17,675 0.5% 18,294 0.5% 18,934 0.5%
4,000 0.1% 4,140 0.1% 4,285 0.1% 4,435 0.1% 4,590 0.1%
39,900 1.3% 41,297 1.3% 42,742 1.3% 44,238 1.3% 45,786 1.3%
74,226 2.4% 76,824 2.4% 79,512 2.4% 82,295 2.4% 85,176 2.4%
200 0.0% 207 0.0% 214 0.0% 222 0.0% 230 0.0%
8,500 0.3% 8,798 0.3% 9,105 0.3% 9,424 0.3% 9,754 0.3%
11,000 0.4% 11,385 0.4% 11,783 0.4% 12,196 0.4% 12,623 0.3%
1500 0.0% 5,000 0.2% 5,000 0.2% 5,000 0.1% 5,000 0.1%
139,326 4.5% 147,650 4.7% 152,642 4.6% 157,810 4.6% 163,158 4.5%
Financial Forecast
Page 2
,,,,,............
Aventura Charter Elementary School (ACES)
Miami-Dade County, Florida
Five-Vear Financial.
Highest Grade
Other Operating Expenses
Telephone
Postage
Express Mail
Electricity
Cable / Satellite
Water & Sewer
Waste Disposal
Security (monitoring of system)
Pest Control
Maintenance & Cleaning Supplics
Building Repairs & Maintenance
Equipment Repairs & Maintenance incl. Kitchen
Computer Repairs & Maintenance (inc\. Licensing)
Reenrollment / Student Incentivcs
School Moving Expense
Graduation Expense
Miscellaneous Expenses - See Assumption Page
Profit After Operaling Expenses
Fixed Expense
Rent Expense - See Below
CAM, TMl & Merchant Assoc. Dues
Property & Rent Taxes
Office Equipment - Leasing Expense
Professional Liability Insurance
Interest Expense / (Income) - See Below
Depreciation
,~ Amortization
Surplus /Defieil
Addback Non-Cash Items
Operating Cash Surplus / (Deficit)
-"
Year I Year 2 Year 3 Year 4 Year 5
Prelimi,laf)' Budget Forecast Forecast Forecast F oreCQst
FYE 6/30104 ~ FYE 6/30/05 ~ FYE 6/30/06 % FYE 6/30/07 ~ FYE 6/30/08 ~
5th 5th 5th 5th 5th
5,750 0.2% 5,951 0.2% 6,160 0.2% 6,375 0.2% 6,598 0.2%
2,904 0.1% 3,006 0.1% 3,111 0.1% 3,220 0.1% 3,332 0.1%
208 0.0% 215 0.0% 223 0.0% 231 0.0% 239 0.0%
37,200 1.2% 38,502 1.2% 39,850 1.2% 41,244 1.2% 42,688 1.2%
286 0.0% 296 0.0% 306 0.0% 317 0.0% 328 0.0%
1,440 0.0% 1,490 0.0% 1,543 0.0% 1,597 0.0% 1,652 0.0%
4,100 0.1% 4,244 0.1% 4,392 0.1% 4,546 0.1% 4,705 0.1%
1,500 0.0% 1,553 0.0% 1,607 0.0% 1,663 0.0% 1,721 0.0%
240 0.0% 248 0.0% 257 0.0% 266 0.0% 275 0.0%
5,750 0.2% 5,951 0.2% 6,160 0.2% 6,375 0.2% 6,598 0.2%
9,750 0.3% 10,091 0.3% 10,444 0.3% 10,810 0.3% 11,188 0.3%
5,200 0.2% 5,382 0.2% 5,570 0.2% 5,765 0.2% 5,967 0.2%
4,875 0.2% 5,046 0.2% 5,222 0.2% 5,405 0.2% 5,594 0.2%
750 0.0% 776 803 0.0% 832 0.0% 861 0.0%
-
2,000 0.1% 7,500 9,000 10,500 12,000
101,438 3.3% 55918 1.8% 57,145 1.7% 59,128 1.7% 61904 1.7%
] 83,391 5.9% 146,169 4.6% 151,793 4.6% 158,273 4.6% 165,652 4.6%
54,000 1.8% 61,500 1.9% 69,000 2.1% 76,500 2.2% 84,000 2.3%
-
- - - -
- - - . - - -
15,600 0.5% 20,600 0.6% 25,600 0.8% 30,600 0.9% 35,600 1.0%
38,400 1.2% 40,900 1.3% 43,400 1.3% 45,900 1.3% 48,400 1.3%
- - -
. - - - -
. - - - - -
54,000 1.8% 61,500 1.9% 69,000 2.1% 76,500 2.2% 84,000 2.3%
- - - - - - -
- - - -
- - - - - - -
Financial Forecast
Page 3
"'.........,
-
,........
Aventura Charter Elementary School
City of Aventura
Exhibit D
Sample
Narrative Report Cards
Appendix - Exhibit 0
I" Draft
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~-
Exhibit E
Founders'
Resumes/Bios & References
,"~,
-
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit E
-
Jeffrey M. Perlow, Mayor, City of Aventura
As Mayor, preside at all Commission meetings; Head of City Government for all
ceremonial purposes and for purposes of military law, for service of process,
represent City in all dealings with other governmental entities; set legislative
policy for the City as member of the Commission
Attorney specializing in real estate law, wills, trusts, probate, corporate and
business law
Bachelor of Science in business administration from University of Denver.
Majored in accounting. Law degree from DePaul University Law School,
Chicago
Vice President of Aventura Turnberry Jewish Center; Board of Trustees of
Aventura Hospital; Co-Chair of Anti-Defamation League annual dinner in
Aventura; Co-Chair of American Israel Public Affairs Committee annual dinner in
Aventura
Commissioner Arthur Berger
As a member of the Commission, set legislative policy for the City
Retired:
-
New York University and New York University School of Law; Juris Doctor; cum
laude.
President, Survival Research Foundation; Director, International Institute for the
Study of Death; Member, Hospital Bioethics Committee; Attorney and lecturer in
fields of Bioethics, advance directives, gerontology, and thanatology; Narrator for
the Library of Congress in its program of talking books for the blind.
Member of the National League of Cities Policy Committee on Human
Development; Adjunct Professor, Broward College, Continuing Health Program
for Health Professionals; Medical Faculty, Broward General Medical Center;
Consultant to Reader's Digest; Vice President of Cross-Cultural Affairs,
Foundation of Thanatology at Columbia-Presbyterian Medical Center, New York
City; Instructor, Institute for Retired Professionals, University of Miami; Instructor,
Institute for the Study of Aging, Nova University; Adjunct Professor, Elders
Institute, Florida International University; Adjunct Professor, Institute of Retired
Professional, Nova University.
Jay R. Beskin, Commissioner, City of Aventura
As a member of the Commission, set legislative policy for the City
_.
Attorney specializing in corporate and tax law, commercial transactions, estate
planning and probate
-
Bachelor of Science in foreign service, Georgetown University School of Foreign
Service in Washington, DC; JD from Washington University School of Law in St.
Louis; Certified Public Accounting at University of Illinois in Champagne, IL
Adjunct professor of business planning law at Illinois Institute of Technology
Chicago - Kent College of Law; Vice President of Jewish Council for Youth
Services in Chicago; Chair of Center for Community and Condominium Living;
Chair of Northeast Dade Leadership Council; Executive Committee of Northeast
Dade Coalition; Director of Food for Life Network; Director of Aventura Turnberry
Jewish Center; Ambassador for Weizmann Institute of Science in Israel;
President of Aventura Chamber of Commerce
Ken Cohen, Commissioner, City of Aventura
As a member of the Commission, set legislative policy for the City
Retired: Pres/CEO - Jersey-York Realty Corp.; Pres/CEO Beach Refrigerator
Co., Inc.; Pres/CEO Arken Refrigerator Co., Inc.; American Refrigerator Co.
Bachelor of Science from New York University, Stern School
...-
Concerned Citizens of Northeast Dade; Joint Council of Aventura; Northeast
Dade Coalition; Citizens Advisory Committee, Metro-Dade Police Station No.6;
Dade County Citizens Task Force on Incorporation and Annexation; Miami-Dade
County Citizens Transit Advisory Committee; North Dade Proposed Trauma
Center; Miami-Dade County Partners for Safe Neighborhoods; South Florida
Food Recovery Trustee; Florida Bar Citizens Forum; Florida Bar 11th Judicial
Circuit Grievance Committee; Flamenco Condominium Association; Aventura
Chamber of Commerce; Aventura-Turnberry Jewish Center; Jewish War
Veterans; B'Nai B'Rith; Classic by Hyatt Advisory Board; Aventura-Biscayne
Committee for Incorporation; Aventura Political Action Committee, Inc.; City of
Aventura Founder; Past and present service on Committees of the Miami-Dade
County league of Cities, Florida League of Cities and National League of Cities;
Sister Cities International Host Committee
Commissioner Manny Grossman
As a member of the Commission, set legislative policy for the City
Retired: Managed men's clothing store on Lincoln Road in Miami Beach;
Operated Housewares/Gift Shop in Philadelphia for 20 years; Former Corporate
Vice President in the Savings Division of American Savings and Loan
Association
...-
Majored in Electrical Engineering at Clarkson College in Potsdam, New York
.-
President of Coronado Condominium Association for 12 years; Aventura
Turnberry Jewish Center Board of Directors; Former Aventura Beautification
Advisory Board member; Former Greater Miami Jewish Federation Chairman;
Former Philadelphia Zionist Federation President.
Commissioner Harry Holzberg
As a member of the Commission, set legislative policy for the City
Retired: Co-Owner, Tells Department Stores
Bachelor of Science from Long Island University, New York
.-
Held all officer positions including President of the North Miami Beach Optimist
Club; served on Board of Directors for 20 years, Past Little League Baseball
Commissioner for 15 years, Little League Football Commissioner for 5 years;
Manager/Coach in Football, Baseball and Basketball; Served on Board of
Directors of Waterview Condominium Association; Former Vice President and
Board of Directors of Joint Council of Aventura; Past Treasurer and Board of
Directors of Aventura Biscayne Committee for Incorporation; Served on Board of
Directors of Aventura Political Action Committee, Inc.; Founding member of City
of Aventura; Received Key to City of North Miami Beach for outstanding service
to the City; Life Membership to Optimist International
Commissioner Patricia Rogers-Libert
As a member of the Commission, set legislative policy for the City
Consulting services including education, mediation and management services;
Condominium and Community Services; Grants research and funding; legislation
analyses
Bachelor of Science in Psychology from Duke University; Graduate courses -
University of Miami
-
Committee member, Board of Directors and various offices held (past and
present) in the Florida League of Cities, National League of Cities, Gold Coast
League of Cities and Miami-Dade County League of Cities; Northeast Dade
Coalition; Northeast Dade Leadership Council Political Action Committee; South
Florida Food Recovery Project; Miami-Dade County Community Relations Board
Steering Committee of Intergroup Relations Project; Dade Coalition for
Responsive Local Government; Miami-Dade County Committee on Incorporation
of the Unincorporated Area; Miami-Dade School Board Impact Committee;
Biscayne Boulevard Northeast Dade Transportation Corporation; Dade County
Point of Service Committee; Co-Creator and Chair, Center for Community &
Condominium Living, Inc.; Florida Municipal Insurance Trust; Co-Creator and Co-
Publisher, the Communicator, The Voice of the Northeast Dade Coalition; Florida
State Condominium Advisory Committee; EYES for Art, Center for the Fine Arts;
-
Board of Directors of Center for Survival & Independent Living; Technical Review
Committee for the Comprehensive Housing and Social Need Survey in the
Haitian Community;
,-
,-....;IIWIllrl;...
,~,.........
Exhibit F
Overview:
Charter Schools USA, Inc.
.-
".,.,.l!"~,_
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit F
OVERVIEW
-^~
The CSUSA School Portfolio is comprised of twenty-one (21) charter schools currently in operation and
twenty-one (21) approved charters to open over the next five years, resulting in the industry's largest
pipeline.
FLORIDA SCHOOLS (9)
Miami-Dade County, Florida
Ryder Elementary School, Doral,K-5Ih
Northeast Academy, North Miami Beach, K_5rh
North County Charter School, Opa-Locka, K_5th
Broward County, Florida
North Lauderdale Academy High School, North Lauderdale, 9th - J 2rh
Coral Springs Charter School, Coral Springs, 6th_12th +
Parkway Academy at BCC, Miramar, 9- J th
North Broward Academy of Excellence, North Lauderdale, 9th_J 2th
+ Indicates two schools
on one campus.
Bay County, Florida
Bay Haven Charter Academy, Bay Haven, K_5th
TEXAS SCHOOLS (12)
Academy of Skills and Knowledge (ASK), Tyler, K_8rh +
· Oak Cliff Academy, Dallas, K_7rh +
· New Frontiers Charter School, San Antonio, K_Efh +
· Midland Academy Charter School, Midland, K_71h +
· Houston Gateway Academy, Houston, K_7rh +
· McCullough Academy of Excellence, Austin, K_51h
San Marcos Preparatory School, San Marcos, K_5rh
Charter Schools USA represents the most experienced and creative approach to charter school
development, management and operation. We pride ourselves on being a team of creating firsts, including:
.
First to operate and develop a municipal charter high school in the u.s.
First to operate Florida's first charter school-in-the-workplace in the country.
First Charter High School to receive accreditation from the Southern Association of Colleges and
Schools (SACS).
First school in the state to improve state-mandated tests by 25%, in one year.
/~-
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit F
Page I
OVERVIEW
DESCRIPTION OF FIRM
;;-....
CHARTER SCHQQLS
~SA
Charter Schools USA, Inc. is one of the nation's fastest growing charter school management companies.
Founded in 1997 by Jonathan Hage, one of the early leaders of the Florida charter school movement,
CSUSA provides turn-key school outsourcing for corporations, municipalities, universities, developers and
non-profits with all stages of charter school development, construction, planning, marketing, financing,
human resources, curricula and school operations. CSUSA currently operates five schools and holds
contracts on thirty-seven additional schools, including the nation's first municipally organized charter high
school, the first charter school-in-the-workplace and the nation's largest charter school of its kind.
CSUSA schools are individually developed to meet the unique needs and requirements of the client and
community. All CSUSA educational advantages exceed public school standards, including small class
size, integrated technology, parental involvement contracts, student uniforms, enforced discipline polices,
qualified staff, community focus and high academic performance. Improved administrative efficiencies,
outsourcing and less red tape result in more classroom funding and increased teacher performance.
CSUSA is one of the first education management companies to provide stock options to its teachers and
staff.
Management believes that private enterprise can play a positive role in our national efforts to improve
academic performance in the public school system by providing innovative and entrepreneurial models that
focus on accountability and competition. To this end, CSUSA provides its clients with professional
educational management services so they can benefit from the results - better educated students.
,.-..
This commitment is reflected in the Company's internal hierarchy of service. It is the overriding goal of
CSUSA that all activities support the School's mission of teaching children. Although the organization
chart is more traditional, each Charter School USA corporate employee knows that this is the real focus of
the company:
Putting Students First sm
EDUCATION
Superior AcoJ"mic Rem/ufor Ual'kelj"K
Su,wrWr AwJemk Re$~/lsfor Cliellls
BUSINESS DEVELOPMENT
CLIENT SERVICES
~
"
FINANCE
SCHOOL DEVELOPMENT
TECHNOLOGV
..-
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit F
Page 2
OVERVIEW
ORGANIZATIONAL HIERARCHY
~,,,"""-.
Glenn Pierce
Executive Vice President
DEVELOPMENT
GOVERN. AFFAIRSI
LOBBYING
Billy Buzzett
Poole & McKinley
BUSINESS DEVELOPMENT
l--~_______.~~'
~ Southern Region
Southwest Region
Northeast Reg ion
Central Region
Western Region
~._------~~'
i SCHOOL DEVELOPMENT :
,~"
i
i
I ~
1 RE/Facilities
Student Enrollment & Marketing
Project Fina ncing
A ventura Charter Elementary School
City of A ventura
Charter Schools USA
Jonathan Hage
President & CEO
EXECUTIVE
Tripp Scott
Attorneys at Law
LEGAL
Jonathan Mariner
COO
OPERATIONS
Dr. Fredie
Chief Education Officer
EDUCATION
~ Curriculum & Instruction
Reasearch & Assessment
Special Education Services
School Oversight & Goal Setting
Patrick Leger
Vice President
FINANCE
Accounting
Finance
Payroll
Grant Writing
Food Services
Procurement
Marilou Bradford
Vice President
HUMAN RESOURCES
Technology Support
eStudent Information Systems
Product Refinement & Marketing
Technology Vendor Alliances
Mike Strader
Senior Vice President
OPERATIONS
Client Services
Governmental Relations
Public Affairs
Marketing
Facilities
Dr. Katherine Murphy
Vice President
ELEMENTARY SCHOOL
OPERATIONS
Appendix - Exhibit F
Page 3
OVERVIEW
Key Personnel
Jonathan K. Hage
Jonathan K. Hage is the Chairman of the Board of Directors, President and CEO of Charter Schools USA.
He has worked with the Florida State legislature during the creation of charter school law while Director of
Research for Jeb Bush's Foundation for Florida's Future. Mr. Hage also assisted in the early development
of the first charter school in Florida, the Liberty City Charter School, a collaboration between Mr. Bush and
T. Willard Fair, President of the Miami Urban League. Next he founded Florida's first non-profit
foundation dedicated to developing world class charter schools: The Charter Foundation, and assisted the
design and development of several other charter schools, including Ft. Lauderdale's very successful Charter
School of Excellence.
As the founder of CSUSA, Mr. Hage has subsequently developed, the North Lauderdale Academy High
school, the first municipally organized charter high school in Florida, the Coral Springs Charter School, the
largest charter school in Florida, the Ryder Elementary Charter School, the first charter school-in-the-
workplace and the McCullough Academy of Excellence, CSUSA's first charter school in Texas.
A national expert on charter schools, he serves on appointed charter review panels for the state of Florida,
Broward County and Miami-Dade County. Prior to Charter Schools USA, Mr. Hage was an analyst at The
Heritage Foundation, a think-tank in Washington, D.C., and an officer in the U.S. Army Special Forces.
He is also a member of the Board of Directors for Associated Industries of Florida and Goodwill Industries.
Mr. Hage holds a BA from the University of Colorado and an MA from Georgetown University.
-~._..__._.._.._.._..__.__._..- ..--.-..- ..-..-
Glenn R. Pierce
Glenn R. Pierce joined Charter Schools USA in 1999 and serves as Executive Vice President of
Development. He is responsible for facets of development of CSUSA-affiliated schools, including business
development, real estate, construction, school development and prospect-to-opening teams.
Prior to CSUSA, Mr. Pierce was CFO of Advantage Schools, Inc., a Boston-based educational management
organization, where he was instrumental in raising $35 million in venture capital financing to facilitate that
company's aggressive growth. Prior to Advantage, Mr. Pierce was the CFO and Chief Development
Officer for Colonial Bagel, LP, a regional franchise operation of Einstein Brothers Bagel Corporation. This
position followed six years in roles of increasing responsibility with PepsiCo's restaurant divisions (now
TriCon Group Restaurants). In his role of Senior Director of Asset Development, Mr. Pierce managed real
estate, construction, maintenance, legal, property management and in-store technology functions related to
the organization's vast array of properties. Prior responsibilities included Director of Acquisitions and
Field Finance. Mr. Pierce began his career in commercial banking with institutions that are now a part of
PNC, First Union and Citibank, NA.
Mr. Pierce holds a bachelor degree in Economics and Business from Lafayette College and a Masters of
Business Administration from the Wharton School at the University of Pennsylvania.
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit F
Page 4
OVERViEW
Key Personnel
-
Jonathan Mariner
Jonathan Mariner has been a director on CSUSA's board for the last two years and recently joined CSUSA
in the role of Chief Operating Officer. In this role, he is responsible for comprehensive management of
school finances, financial planning, equity fundraising, on-going school operations, technology and
education.
Prior to CSUSA, Mr. Mariner served as Executive Vice President and Chief Financial Officer for the
Florida Marlins Baseball Club. He was also President of Marlins ballpark Development Corporation. Mr.
Mariner previously served as the chief Financial Officer for Pro Player Stadium. Also he was the Vice
President and Chief Financial Officer for the Florida Panthers Hockey Club. He has also held high
financial positions with MCI telecommunications, the Greater Miami Convention & Visitors Bureau, and
Ryder Truck Rental.
Currently, Mr. Mariner is serving on the Advisory Board of the University of Virginia's Mclntire School of
commerce. He is Vice chairman of the Broward Community College Foundations and serves on the Board
of Directors of a publicly traded firm, Steiner Leisure, Ltd., the worldwide leader in providing on-board
salon and spa services to the cruise ship industry. He also serves on the Board of Directors of BankAtlantic
Bancorp, a diversified financial services holding company with commercial and community bank, real
estate and investment banking interests.
Mr. Mariner, a Certified Public Accountant, received his BS in Accounting from the University of Virginia.
Her also earned his MBA from Harvard Business School.
<~
Dr. Edwin Fredie
Edwin P. Fredie serves Charter Schools USA as the Chief Education Officer. In this role, he is responsible
for the curriculum development, assessment, special education services and general school oversight.
He was most recently Headmaster of the Milton Academy, one of the nation's most prestigious private
schools, with students' test scores ranking among the highest in the country. He has over 32 years of
experience in the education field and has worked with the United State Department of Education School
Excellence Program. Dr. Fredie holds numerous awards, including Educator of the Year (1992) and the
Superintendents A ward for Distinguished Achievement. He is a Member of the Board of Trustees for
Wheaton College, Bank Street College, national Association oflndependent Schools, and the New England
Conservatory of Music.
His professional affiliations are many and include the Harvard Graduate School of Education Alumni
Council and the Hingham Citizen's committee for Public schools. Over the course of his outstanding
career, Dr. Fredie has had numerous speaking engagements, including the Harvard graduate School of
Education, the United Negro College Fund, the Urban League of Greater Boston, the Educational Records
Bureau Conference, and the Milton Ecumenical Association.
Dr. Fredie holds an AB from Boston University and MA from Harvard University and an LLD from
Wheaton College.
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit F
Page 5
OVERVIEW
Key Personnel
e_
J. Thomas Rogers
Mr. Rogers serves as Chief Information Technology Officer. He is responsible for providing leadership in
the implementation and innovation of technology for the administration and delivery of education. Mr.
Rogers manages all IT personnel and oversees day-to-day technology support operations. Additionally, he
serves as primary contact for technology vendor selection.
Tom Rogers has worked in the technology industry for over 12 years. He brings to Charter Schools USA
an array of talents and expertise. In 1994, Mr. Rogers consulted for the State of Florida, Department of
Insurance and Fire Marshall to create one of the nations' first statewide mobile database solutions for State
Fire Inspectors using Lotus Notes. For five years, Mr. Rogers served as President ofILINTS Designs, Inc.,
a provider of Internet technology and network services. Mr. Rogers served as the Legal Technology
Manager for Nova Southeastern University's Shepard Broad Law Center. One of his most significant
accomplishments at NSU was the design and implementation of a technology system, which includes the
largest wireless network installed in an educational institution in the United States at the time. He also
established a program for curriculum development for legal education, which has technology at its core.
The program at NSU has proven so successful that the Law Center has been recognized as "the most
technologically advanced law school in the nation" by a national legal publication and is often cited as the
leader in legal education for 21 st century lawyers.
Mr. Rogers is a frequent featured speaker at national conferences on technology and education. Mr. Rogers
serves as President of 10:15 Technologies, Inc. which designs and develops educational administration
software. He is also an attorney focusing on Internet related intellectual property law and is a member of
the state and federal bars of Florida. Mr. Rogers is a retired United States Army Aviation Officer having
served 8 years in both an enlisted and commissioned officer positions. He is also a candidate for a Masters
of Science Degree in Management Information Systems.
Michael G. Strader
As Senior Vice President of Client Services, Mr. Strader is the principle liaison between Charter Schools
USA and its clients including parents, students, faculty, and members of the school's governing board. In
addition, he coordinates public relations and communications for the corporate office and schools.
Mr. Strader has over 22 years of professional experience as a teacher, coach and administrator in
elementary, secondary and post-secondary education. Before joining Charter Schools USA, Mr. Strader
was Executive Director and co-founder of the Center for Education Entrepreneurs, a non-profit Florida-
based technical assistance center for those desiring to establish performance-based centers of learning. Mr.
Strader was a frequent advisor to the Florida Department of Education on charter school matters and spoke
at many state and national school choice conferences on charter school issues. He published the Florida
Charter School Planning Guide, the state's first comprehensive "how-to" manual on charter school
development.
Mr. Strader started his education career as a teacher became Headmaster of a K-8 independent school at
age 29. Following his independent school career, Mr. Strader founded the Center for American Free
Enterprise at Jacksonville University, where he recruited international students to study at the Davis
College of Business and established outreach programs for the College.
Committed to community service, Mr. Strader has served as Chairman of the Boy Scouts of America;
Chairman, March of Dimes Fundraising Committee; Board member, South Florida Consortium of Charter
Schools; and, Board member for the Jacksonville Chamber of Commerce International Trade Committees.
Mr. Strader holds a bachelor's degree from the University of Florida and a master's degree from the
University of Illinois.
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit F
Page 6
OVERVIEW
Key Personnel
,,""""',
Dr. Katherine Murphy
As Vice President of Elementary School Operations, Dr. Murphy is responsible for overseeing all company
elementary school operations.
Most recently, Dr. Murphy was an Assistant Principal in the Palm Beach County School District. Prior to
that Dr. Murphy held various positions as an Assistant Principal, Educational Consultant, Curriculum
Supervisor, and Chapter I Director. Most notable, Dr. Murphy served as a Lecturer and Supervisor in the
College of Education and Allied Professions at the University of Carolina at Charlotte.
Dr. Murphy hold state certifications for Elementary and Middle school Principal, Exceptional Children's
Program Administrator, Exceptional Children (birth through 12) and Elementary Education (K through 6).
Marilou Bradford
As Vice President of Human Resources, Ms. Bradford is responsible for CSUSA's human resources
functions. She oversees recruitment, employee benefits, compensation, worker's compensation, employee
relations, and recognition programs for the corporate offices as well as CSUSA's system of schools.
-
Ms. Bradford has over 17 years of human resource experience crossing several industries. Ms. Bradford
also taught in the business department at one ofCSUSA's high schools for one year. Ms. Bradford began
her HR career with almost eleven years at American Express. Ms. Bradford moved on to work in the
restaurant industry as a regional director for Domino's Pizza overseeing 150 company stores and later for
Triarc Corporation (Arby's) as their Southeast Human Resources Manager overseeing 100 corporate units
and 300 franchise units covering 8 states.
Ms. Bradford is an active member of the Society for Human Resource Management as well as the local
chapter of the Human Resource Association of Broward County. She holds an MBA with a specialization
in Human Resource Management from Nova Southeastern University and a BS in business management
from St. John's University.
Patrick Leger
Mr. Leger is responsible for CSUSA's financial management. He oversees the accounting, payroll, audits,
budgets, employee benefits, cash and risk management.
Mr. Leger has over 20 years of financial experience in both the public and private sector with a strong
background in accounting and experience as a systems administrator on a Novell network. Prior to
CSUSA, Mr. Leger was the Director of Finance of Continucare Corporation, Inc., a Miami-based
healthcare organization, where he was responsible for the financial services of 15 subsidiaries along with
75 centers throughout Florida, South Carolina, and North Carolina. Before Continucare, Mr. Leger was the
Senior Financial Analyst for Pro Player Stadium, Inc, a Miami based organization, where he provided the
financial and analytical support for all game-day operations for the Florida Marlins Baseball Club, the
Miami Dolphins Football Club and other Stadium functions. Mr. Leger also served as the Accounting
Manager at the Greater Miami Convention & Visitors Bureau for 8 years, where he was responsible for the
reporting and auditing of financial information for both public and private funds.
Mr. Leger acquired his education in business administration, accounting, and computer science from the
University of Miami and Miami-Dade Community College.
A ventura Charter Elementary School
City of Aventura
Appendix - Exhibit F
Page 7
OVERVIEW
Key Personnel
,~
Philip Smith - Director
The Phil Smith Automotive Group is based out of Fort Lauderdale, Florida, operating twelve franchises in
Florida and North Carolina. Existing franchises include Toyota, Mitsubishi, Chrysler-Plymouth/Jeep,
Nissan, Hyundai, Kia, Mazda, Daewoo and Buick. Revenue for 1998 was $240 million with approximately
10,000 retail units sold. As the President and CEO of the Phil Smith Automotive Group, Mr. Smith is
responsible for the overall operations of the organization, including working with the equity partners at the
locations, as well as orchestrating the acquisition and growth strategies of the organization.
Mr. Smith has over thirty years of direct hands-on sales and management of automobile dealerships, and
has built the organization from the ground up starting from his first equity venture in a Toyota Dealership
in South Miami in 1981. During 1998, three of the dealerships were awarded the J.D. Powers Quality
Dealer Award. This is a national award given to 49 of the country's best dealers in customer satisfaction
and quality of operations. Other awards received by the Phil Smith Automotive Group Alliance include:
Toyota President's Award, Toyota Leadership Board, Toyota Parts and Service Advisory Board, Mitsubishi
Diamond Quality Dealer Award (one of two recipients in S.E. U.S.), Toyota Customer service Advisory
Board, Toyota Board of Governors and the Ford Chairman's Award. Mr. Smith is one of the most highly
respected dealers in the Southeastern United States and is a recognized National leader as a Toyota dealer.
Mr. Smith currently serves on the prestigious Toyota National Dealer Council, is the Chairman of the
Southeast Toyota Dealer Council, is President of the South Florida Auto-Truck dealers Association, and is
a Director of the Florida Automobile Dealers Associations.
Mr. Smith is a graduate of Florida Atlantic University, majoring in Finance and Business Administration.
~-
Thomas Kalinske - Director
Mr. Kalinske has been president of Knowledge Universe (KU) since its founding in 1996. KU operates,
incubates and invests in leading companies that help individuals and businesses realize their full potential.
Among the core areas addressed by the several dozen Knowledge Universe companies are early childhood
education; Internet commerce and content; workforce performance solutions; strategic, economic, human
resources and technology consulting; testing and assessment; staffing and employment; and career
management. Previously, from 1990-96, Mr. Kalinske was president and CEO of Sega of America, Inc.
Under his leadership, Sega's share of the 44 billion U.S. interactive entertainment market grew from under
10% to approximately 50% by 1994. From 1987 to 1990, Mr. Kalinske served as President and CFO of
Universal Matchbox Group, and was responsible for restructuring the company and rebuilding the
Matchbox Toy Brand. Prior to that, he served as President and CEO of MatteI, where he managed the
building of the Barbie brand from approximately $42 million in 1972 to more than $500 million, bui8lding
Hot Wheels to a $100 million business, entering the preschool tow market, and increasing international
business to 40% of MatteI's revenue. MatteI's total revenues grew from $188 million in 1972 to $1.3
billion in 1987. At Sega, Mr. Kalinske also created the Sega Foundation, which supports organizations
making a crucial difference in children's health and education.
He currently serves as Deputy Chairman of Spring Group, PLC; a Director of Power Food, In., the Toy
Manufactures Association (past chairman), the Milken Family Foundation, Sega Foundation, the
Washington D.C.-based National Foundation for the Improvement of Education, and UCLA's Graduate
School of education; and he is a trustee of the RAND Corporation's Institute on Education and Training.
Through these foundations, and the local schools in his area, Mr. Kalinske has been very involved in
helping to improve K-12 education.
-
Mr. Kalinske is a graduate of the University f Wisconsin, where he sits on the graduate business school's
board of advisors. He earned an MBA from the University of Arizona and attended the Harvard Business
School's strategic management program.
Aventura Charter Elementary School
City of A ventura
Appendix - Exhibit F
Page 8
OVERVIEW
.-
CSUSA SERVICES
Detailed below is a summary of the comprehensive management services CSUSA provides:
EDUCATION MANAGEMENT
Customized Curriculum Designed to Meet National, State And Local Standards
Continuous Program Evaluation
Accountability
Sustainable Performance
Assistance In Coordinating Parent, Teacher And Student Organizations
DEVELOPMENT AND OPERATIONS MANAGEMENT
Completion and Submission of Charter Application and Other Pertinent Documents
Assess Demographic and Market Needs
Charter Contract Negotiations
Student Individual Education Plans, Assessments, Records, Etc.
Develop Project Timeline
Assist In Recruiting Advisory Board
EnrolIment Marketing Plan
Negotiate Contracted Services (Food, Transportation, Security, Custodial, Etc.)
Student Registration
Ensure State, Local And School Board Compliance
Parent And Student Orientation
FINANCIAL MANAGEMENT
Budget Development and Oversight
Operation and Capital Budgets
Fundraising, Where Applicable
. Application for Grants and Loans
· Establish Accounting Systems
Monthly, Quarterly, And Annual Financial and Governmental Reporting And Analyses
Third-Party Audit Assistance
FACILITIES MANAGEMENT
· DesignlBuild/Lease Program
Operational Design Of Classrooms And School Space
Programmatic Input For Functionality Purposes
Liaison with Building and/or Renovation Team to Ensure Quality and Design Standards Are Met
Assist In Site Acquisition and/or Lease Negotiations
Procure Furniture, Fixtures, Equipment And Supplies
. Secure Basic Utility Services (Phone, Water, Electric And Disposal Service)
Strategic Financing And Construction Partnerships
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit F
Page 9
OVERVIEW
,,"~
HUMAN RESOURCE MANAGEMENT
Employee Benefits
Ongoing Staffing Assistance
Worker's Compensation And 40IK
Personnel Policies and Procedures
. Employee Stock Option Management
Payroll Service
Personnel Administration: Hire and Employ Principals, Teachers And Other Staff
Teacher Coaching And Training
Continuous Professional Development
Government Compliance and Reporting
Professional Back-Office Services
TECHNOLOGY MANAGEMENT
Design and Development of Technology Labs And Student Stations
Local Area Network Installation
Wide Area Network Installation
. Remote Access and Software Integration
.."'.......
--
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit F
Page 10
OVERVIEW
~,~.
.~
CHARTER SCHOOLS
~SA
Mission
Education Innovators Dedicated To Increasing
Academic Opportunities, Standards And
Performance.
Vision
We provide premier educational services, drive academic
excellence in the Charter School movement, create a
powerful platform for profound educational reform in the
United States and positively impact learning practices
worldwide to elevate the human condition.
.-
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit F
Page 11
"",..........
-
.-
A ventura Charter Elementary School
City of A ventura
Exhibit G
Sample
Parent Contract
Appendix - Exhibit G
-
Parent Contract
for
[Name of School)
I (We) the parent(s)/guardian(s) of
and the Dress Code of the [Name of School].
have read and agree to abide by the Code of Conduct
WHEREAS, in order to provide my (our) child with a unique educational opportunity;
WHEREAS, by choosing to enroll my (our) child at [Name of School] is a decision of my (our) personal choice and
not a privilege;
WHEREAS, my (our) desire to enroll my (our) child at [Name of School] is premised upon my (our) desire to become
an active partner in the education of my (our) child;
NOW THEREFORE, in consideration of the foregoing:
1. As a parent of a student at the [Name of School], my (our) commitmentis to abide by the following resolutions:
A.
B.
C.
D.
E.
-
To recognize and embrace my role as the primary educator of my child.
To participate in the parenting workshops as provided by the [Name of School].
To attend all conferences scheduled with any member of the [Name of School] staff.
To participate in the Parent Volunteer Program, by fulfilling the requirements outlined in the Volunteer
Opportunities List provided at registration.
To provide transportation to and from school for my child. I understand that if I am late picking up my
child, [Name of School] is not responsible for my child's safety. If my child is continually tardy, I
understand that for the benefit of my child's education, he/she may be required to transfer to a school
that is more accessible for my child.
F. To purchase uniforms for my child from the [Name of School] approved supplier.
G. To supply a lunch, either brown bagged or purchased from the [Name of School] approved vendor, each
school day for my child.
H. To be responsible for timely payment of any fees accrued to my account at the [Name of School].
I. To participate in at least one of the many parent groups (i.e., PTSO, School Improvement Committee,
Booster Clubs, etc).
J. To read and use information sent home by the school for the purpose of keeping parents informed of the
academic topics to be introduced and studied in the classroom.
I (we) understand that by not fulfilling my contractual obligation to the School and to my (our) child, this may result in
my (our) child being requested to stay after school, be suspended, or withdrawn and sent to a regular Public School at
the sole discretion of the Principal as approved by the [Name of School] Governing Board.
Signature of Parenti Guardian:
Date
Acknowledged by:
Date
School Official
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit G
Page 1
[NAME OF SCHOOL]
VOLUNTEER OPPORTUNITIES LIST
The following is a list of volunteer opportunities available throughout the school year. A total of 20
credits must be achieved in order to complete your requirement in accordance with the Parent Contract you
executed during the registration process. Please be sure to sign the appropriate sign-in sheets at the time
you perform them in order that we may log your entries. If a sign-in sheet is not available at the time of
your service, please call the Volunteer Coordinator at the School Store (XXX-XXXX) in order to log your
time.
. Attended Mandatory Open House/Orientation (4 credits)
. Is a member of the School Advisory Board (20 credits)
. Assisted with Picture Day (4 credits)
. Assisted with Hearing/Vision Screening (4 credits)
. Is a member ofPTSO Executive Board (20 credits)
. Volunteer Coordinator (20 credits)
. Phone Tree Coordinator (20 credits)
. Is a member of the House Advisory Committee Board (20 credits)
. Attended a PTSO meeting (4 credits)
. Attended House Advisory Committee meeting (4 credits)
. Assisted with Uniform Distribution (4 credits)
. Worked in the School Store (4 credits)
. Assisted with the Book Fair (4 credits)
. Worked on a Fundraising Project (4 credits)
. Donated Resource Items to School (3 credits)
. Worked in Teacher Resource Room (4 credits)
. Worked on "Paint Day" (10 credits)
. Chaperoned a field trip (5 credits)
. Assisted Coaches with Athletics (3 credits)
. Worked as a Cafeteria monitor (3 credits)
. Responded to Parent Survey (3 credits)
.
Other
(credits to be determined at time of project)
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit G
Page 2
.,,~
----
,"'--
Aventura Charter Elementary School
City of A ventura
Exhibit H
Independent
Scientific Survey
Appendix - Exhibit H
PM G Associates, Inc.
Economic, Marketing and Management Consultants
AVENTURA
...........
CHARTER SCHOOL SURVEY
"".........
FEBRUARY 2001
Deerfield Beach
Altamonte Springs
",.~
A VENTURA CHARTER SCHOOL SURVEY 2/01
1. How many children do you have? 1.75 children per household or a total of 526 children. .
2. What grade(s) is/are your child(ren) currently enrolled or will your child(ren) start
school within the next year or next two years?
Kindergarten 100 19.0
1 st Grade 85 16.2
2nd Orade 80 15.2
3 rd Grade 72 13.6
4 th Grade 68 12.9
Start Next Year 65 12.4
Start in 2 years 56 10.7
-
3. What type of school does your child(ren) currently attend?
Public School 191 63.7
Charter School 0 0.0
Private School 89 29.3
Home School 15 5.0
Other 3 1.0
No Answer 3 1.0
_.
1
-
4. Are you satisfied with your child's current school?
;P.ef,cen{.
Yes
268
24
8
89.3
8.0
2.7
No
No Answer
If no, please explain ~hy you are not satisfied with your child's current school:
Overcrowded 6
Dislikes school 6
Lack of communication 3
Expensive 1
Child not learning 1
Teacher has no control 1
/,,,,-,,
If yes, please explain why you are satisfied:
Good teachers 82
Good curriculum 45
Good school 42
Child is learning 21
Class size 19
Religious schooling 10
C[ose to home 6
Honors/gifted program 5
5. Would you send your chiId(ren) to a charter school in your community?
Yes
229
69
2
76.3
23.0
0.7
No
No Answer
2
6. If you had the opportunity to send your child(ren) to any school, which of the following
factors would be important in choosing the school: Please rank the following factors
on a scale of 1 to 5 with 5 being very important and 1 being unimportant. (Results are
reported as an average)
High Academic Standards
Quality Teachers
Character Education
Technology in the Classroom
Foreign Language
Code of Conduct
Small classroom size (max 25 students)
Small school size
Safety
Athletics
Extracurricular activities
Before care
After care
Transportation to and from school
4.96
4.97
4.60
4.60
4.18
4.64
4.62
3.98
4.75
3.74
3.79
2.83
3.02
3.66
"'~~
7. Are there other factors not mentioned in the previous question that you feel would be
important in choosing a school? If yes, please explain.
Religious teaching 10
Attention to special needs 3
Good communication 3
Track record of school 3
Screen employees carefully 3
Gifted program 1
Offer discipline 1
Offer meals 1
Philosophy of school 1
Offer tutoring 1
8. Would you send your child to a school that required parental involvement on a regular
basis?
Yes
281
18
1
93.7
6.0
0.3
.."'~
No
No Answer
3
,,'<i~
9. Would you send your child to a school that required students to wear uniforms?
Yes
290
6
4
96.7
2.0
1.3
No
No Answer
10 As a resident of the City of Aventura, would you be willing to pay more in taxes for a
charter school?
143 respondents lived in Aventura, the remaining 157 were from outside the City limits.
-
:Percen~'
Yes
83
59
58.0
41.3
0.7
:@otno
"--""""',1'0 ,.,_-.
No
No Answer
lOa How much more would you be willing to pay per year?
$1-$25 7 8.4
$26-$50 8 9.6
$51-$75 13 15.7
$76-$100 32 38.5
Over $1 00 33 39.8
, ., "'"."h'C:-: .".;:~::.
_.
4
11. This question is optional. What is your race?
White 140 46.7
Asian 6 2.0
Black 13 4.3
Hispanic 93 31.0
Other 8 2.7
No Answer 40 13.3
lO0.~O .
-
---
5
CALCULA TION OF SCHOOL DEl\1AND
Estimated Population age 3 to 9 for the Study Area
8,023
Estimated Population age 3 to 9 for A ventura
1,736
Percentage that answered Yes to question
regarding attending Charter School
76.3%
Children that would attend Charter School - Study Area
6,122
Children that would attend Charter School - A ventura
1,325
Distribution of Children for Charter School
........
Start in two years 10.7
Start next year 12.4
Kindergalien 19.0
15t Grade 16.2
2 nd Grade 15.2
3 rd Grade 13.6
4 th Grade 12.9
655
759
1,163
992
930
833
790
.>",.-
6
. . - - ... .
S~tIg~~:t~,:f;roijl;: ....
::~~~~t4,t~:::
... .. ...., .. -~, . ".-.,. .
142
164
252
215
201
180
171
.1325
:., ..
-
fl~
-
A ventura Charter Elementary School
City of A ventura
Exhibit I
Evidence of
Community Support
Appendix - Exhibit 1
.,...:". \
(1.;'
~,
AVEm\JU MAIlKETING COUNCIL
357~ NE 207 STREET, Sum 8-16
A. \It!I'mIII..., FLOll.ID... 33180
Ta: (30.5) 93205334
FAX; ()QS)932.4701
lrooul'lET: www.arouncil.com
E-MAL: acouncil@lalc:.nc:1
September 6,2001
Eric M. Soroka, City Manager
City of A ventura
19200 West Country Club Drive
A ventura. Florida 33180
Via Fax 466-8919 '
Dear Eric,
. !
The Aventura Marketing Council, a not-for-profit business organization now c~lebratjng
its 13'h year of building business and creating community, is delighted to support the City
of Aventura as they apply for a Charter Elementary School.
As the demographics of our city have changed to reflect a much younger population, there
has become a gJ8J'ing need for an elementary school to accommodate the young children
who now reside in A ventura.
-
As representatives of the business community, we see a direct correlation between having
a quality elementary school within city boundaries and attracting businesses to !the area.
We look forward to working with you as you proceed with the Charter Elementary School.
Please let us know if there is anything we can do to assist you in the process. .
Elaine Adler, Presiden
Aventura Marketing Council
.-.
-
(!o7,onado Condominium c1f1-1-oc., [Inc.
(305) 931-5900 · Fax (305) 931-5902
20301 West Country Club Dr.
Aventura, FL 33180
September 14, 2001
Eric M. Soroka, City Manager
19200 West Country Club Drive
Aventura, Florida 33180
Dear Mr. Soroka:
.-
This letter is in response to your correspondence of September 10, 2001. It is written in
support of the City of Aventura's application for a Charter Elementary School. Although
Coronado Condominium is an over-fifty-five community, we feel there is an increasing
need to address the growing number of families with school-aged children in our City.
We agree that with the changing demographics of Aventura, it is important to have the
necessary facilities in place to provide for the educational needs of our community.
Currently, school children must travel outside the City limits to attend schools, which in
most cases are overcrowded. A Charter School within the City limits of Aventura will help
ease the overcrowding of other schools in neighboring communities and provide
educational opportunities for our children. This much-needed school will offer its children
comprehensive educational programs that will focus on equipping students with the skills
necessary to achieve excellence.
We support the City of Aventura and urge the School Board to approve the Charter
School application.
James Beard
Manager
,.-
SEP 1 7 2001
OFFICE OF tHE
CITY MANAGER
,~
Marina Tower
SEPTEMBER 17,2001 of Turnberry Isle
CONDOMINIUM ASSOCIATION, INC.
DEAR MIAMI DADE CO TY SCHOOL BOARD;
.-
THIS LETTER IS
APPLICATION FOR A
GROWING NUMBER
AS THE DEMOGRAP
THE NECESSARY F
NEEDS OF OUR CO
STUDENTS IN G
FOR THEIR CHIL
OUTSIDE THE C
OVERCROWDE
WILL HELP EA
COMMUNITI
CHILDREN.
TTEN IN SUPPORT OF THE CITY OF A VENTURA'S
ER ELEMENTARY SCHOOL TO ADDRESS THE
LIES WITH SCHOOL-AGED CHILDREN IN OUR CITY.
UR CITY HAVE CHANGED IT IS IMPORTANT THAT
IN PLACE TO PROVIDE FOR THE EDUCATIONAL
Y PROVIDING A CHARTER SCHOOL FOR 600
AN OFFER RESIDENTS AN EDUCATION CHOICE
L Y, SCHOOL CHILDREN NOW MUST TRAVEL
END SCHOOLS, WHICH IN MOST CASES ARE
OOL WITHIN THE CITY LIMITS OF A VENTURA
G OF OTHER SCHOOLS IN NEIGHBORING
TIONAL OPPORTUNITIES FOR OUR
THI
EDUCA TI
THE SKI
L OFFER ITS CHILDREN COMPREHENSIVE
OCUS ON EQUIPPING STUDENTS WITH
ELLENCE.
AND URGE THE SCHOOL BOARD TO
ION.
Mailing Address: 19500 Turnberry Way. Turnberry Isle. Aventura, Florida 33180 . Phone 305-935-3600 . Fax 305-931-2868
PORTSVIEW AT THE WATERWAYS
PORTSVIEW . HARBORSIDE . HARBOR TOWERS. PORTS VIEW TOWNHOMES
-
September 18, 2001
City of Aventura
Government Center
C/O Eric M. Soroka
19200 West Country Club Drive
Aventura, FL 33180
Dear Miami Dade County School Board:
This letter is written in support of the City of Aventura's application for a Charter
Elementary School to address the growing number 'of families with school-aged children
in our City.
.-
As the demographics of our City have changed, it is important that the necessary
facilities are in place to provide for the educational needs of our community. By
providing a Charter School for 600 students in grades K - 5, we can offer residents an
education choice for their children.
Currently, school children must travel outside the City limits to attend schools, which in
most cases are overcrowding of other schools in neighboring communities and provide
educational opportunities for our children.
This much-needed school will offer its children comprehensive educational programs
that will focus on equipping students with the skills necessary to achieve excellence.
We support the City of Aventura and urge the School Board to approve the Charter
School application.
Cordially,
a~ l.~..,~
a~ Donlon
President
Board of Directors
,~"
lily! Donlon - School Board.doc
Manag:ment Office:
3610 Yacht Club Drive, Aventura, Florida 33180
Telephone (305) 935-5852 . Fax (305) 935-5422
Turnberry Towers
CONDOMINIUM ASSOCIATION, INC.
September 19, 2001
-
Dear Miami Dade C
This letter is
application for
growing number
City. As the
important that:
provide for t
providing a q
we can offer:
Currently,
limits to a
A Charter
ease the
nities an
support of the City of Aventura's
er Elementary School to address the
,ies with school-aged children in our
'cs of our City have changed it is
ary facilities are in place to
al needs of our community. By
for 600 students in grades K-5,
ducation choice for their children.
now must travel outside the City
ich in most cases are overcrowded.
ity limits of Aventura will help
r schools in neighboring commu-
opportunities for our children.
This muc
educa tio'
with th
fer its children comprehensive
ocus on equipping students
ieve excellence.
the School Board to
.-.
Mailing Address: 19355 Turnberry Way · Turnberry Isle · Aventura, Florida 33180 · Phone 305-935-3000
Exhibit J
Overview:
Charter School House Developers, Inc.
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit J
.~
CITY OF AVENTURA
I
Charter School
Planning
Development and
Operation
Proiect Principal
Joaquin G. Avino, P.E.,
I
Planning and Design
Architectural &
Engineering Services
Proiect Principal
David A. Wolfberg, AlA
Wolfberg Alvarez and
Partners
I General Contractor
Planning and Design
Architectural &
Engineering Services
Wolfberg Alvarez and
Partners
Architecture Coordinator
Aris Garcia, RA Financing
Engineerina Coordinator
Mario Gutierrez, PE
Mechanical Engineerina (~drter ~(~oolHou\e
Joseph Styrsky, PE ~evelo~er\,lnL
Electrical Engineering
David Johnston 1l
Structural Engineering
Luis Perez, PE
Civil Engineering
Leo ana
Fire Protection & Plumbina
Elvira Pita
-.,"""""
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit J
Page 1
"
(~art~r ~(~~~m~m~ ~ml~~m, IRe
-
W 0 L F BERG
. .
.. ..........................................................-.... ..
. .
. .
. .
. .
. .
. .
. .
A L V ARE Z
...-
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit J
Page 2
-
In response to the growing crisis in the
financing and delivery of educational
infrastructure, Charter Schoolhouse
Developers (CSHD) has been formed. The
firm was founded by Joaquin G. Avifio, P.E.,
PLS -- who resides in Miami, FL -- in 1999
and is located at 5960 SW 57th Avenue in
Miami, Florida. The firm approaches the
development of public and charter schools as
an alternative to current programs with a new and creative paradigm.
Recognizing the success of corporate America's move toward outsourcing
and refocusing on core business, CSHD's concept allows Schools Boards the
alternative to expand development without further incumbering existing
staff. Through public financing and leasing programs, CSHD enables
Design/Build/Lease building programs to be accelerated.
^
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JiLl
(~artrr ~(~~~I~~mr ~rvrl~~rr\,I~L
--
Through our Program, needed school facilities can be delivered now to meet
today's crushing need without waiting the years required with current pay-
as-you-go funding methods. Time and money can be saved. CSHD's
outsourced PIogram for facility delivery allows school systems to renew
their focus on education and leave the complex issues of design,
construction, cost management and financing to professionals with proven
experience and expertise.
Through private sector development, CSHD will provide comprehensive
services to streamline the delivery process while offering alternative
methods to finance and leverage facility development. By reducing design
and construction risk, and ownership administrative cost requirements,
CSHD offers the School Boards of Florida an opportunity to focus attention
on education, while outsourcing the burdensome responsibilities of design,
construction, and even facility operations. Following the trend of corporate
America, CSHD brings an efficient, responsive, and quality-based solution
to supplement existing programs and meet the critical needs of our children
more rapidly.
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit J
Page 3
.-
1i[
(narter \(nOOmOUle ~eYeIO~er\,lnc
A full service firm with
the ability to execute
any size project from
beginning to en,d
without the need of
.
o utsou.rclltg.
· Involved in the creation of over 150 state of the art
educational facilities.
~.
· Experts in architecture, design, multi....disciplinary
engineering, technical review, building code inspection
and educational facility inspections.
· Utilization of lease/buyback method as a cost efficient and
time effective way to build schools.
· Facilities have longevity a.nd staying power because
changes in demographics, population, and oth,er essential
factors are anticipated during the designing phase.
.-.
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit J
Page 4
,-
WOLFBI.RG
Since 1976, W A has provided innovative building
solutions to a diverse group of clients. In responding to
the growing needs of our clients and the complexity of
their projects, we continue to expand our services and
^ L V ^ It E z support. Our commitment to listen to our clients, in
conjunction with our synergistic design and management approach,
continues to make us the primary choice for domestic and international
projects.
In achieving well-designed buildings and systems, there must be an inherent
balance between creative architecture and sound engineering. A
commitment to such integrated balance allows W A to deliver meaningful
structures that work. Our experience encompasses a wide array of project
types, sizes and complexity.
At W A we are proud to offer our clients a cohesive, solution-oriented
professional team with a proven track record in creating lasting designs. In
response to the continuing demand for integrated full service architectural
and engineering services, our organization promotes synergy of design and
integration of disciplines as the core of its business. Throughout a quarter of
a century, our philosophy of total commitment to our clients has not
changed. Weare committed to the premise of total customer service and
provide ourselves in our ability to deliver. The buildings we designed a
quarter of a century ago are still as current today.
-
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit J
Page 5
WOLFBERG
A Proven
Design-Build
ALVAREZ
Coral Springs Charter Middle & High School
f~
--
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit J
Page 6
WOLFBERG
"'..........
ALVAREZ
A Proven
Design-Build
-
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,/ .~....
1ft · .....
t;;---~' -.;;;. ".:.:.:"
.
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A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit J
Page 7
"~
-
WOLF BERG
ALVAREZ
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit]
Page 8
Exhibit K
Staffing & Salary Overview
..~
--
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit K
Aventunl 01arter FleJI8ltary School (ACJ<S)
Miarri-Dade County, Florida
Staffing and Salary Expense
Qmntof Horreroom Horreroom In.~tructional
Grade Students. aa...~roomi Thld1ers A~stants
K 100 5 ~ (I
1 100 4 -1 (I
2 100 4 -l (l
3 100 4 -l (l
4 100 4 ~ (I
5 100 4 -l (J
6 0 0 (I (\
7 0 0 (\ (l
8 0 0 0 (I
Total 600 25 25 0
I FIEs I
~ EY2OOl.
QJm:nt EY2OOl. Per Qwita ~ :E.xcl:ss..
Imtion Mxk:I Budget Wage AlmIIlt SLITA
Principal 1.0 1.0 70,000 70,000 61,000
Asst Principal - Gnr. hqJl./ESE 1.0 1.0 45,000 45,000 36,000
Site GJordinatoc 1.0 1.0 35,000 35,000 26,000
Total Adrrinistrative Staff 3.0 3.0 150,000 123,000
Adninistrative Asst / Secretaries 2.0 3.0 23;227 69,680 42,680
-
Total Support Staff 2.0 3.0 69,680 42,680
Food Setv:ice Staff 4.0 See Hourly & TeIJll Staff
Total Food Service Staff 4.0
ESE TeacherslHead Teachers 1.0 3.0 39,040 117,120 90,120
Resoorre / CoopJter Teachers 1.0 2.0 37,fJ20 74,040 56,040
Subject Teachers 19.0 25.0 34,071 851,780 6UJ,780
Instnx:tional Assistants 0 0
Specialty Teachers 3.0 4.0 33,334 133,336 97,336
Total Teaching Staff 24.0 34.0 0 1,176,275 870).75
In-house Substitute Teachers
Total Pennanent Substitutes 0 0 0
Total 33.0 40.0 0 1,395,955 1,035,955
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit K
.-
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-
A ventura Charter Elementary School
City of A ventura
Exhibit M
Code of Conduct -
Addendum
Appendix - Exhibit M
.-
[Name of School] Addendum to the
Miami-Dade County Schools Code of Conduct
A TTENDANCE REGULA nONS: The Charter School attendance policy has been adapted from the
Miami-Dade County School District attendance policy.
Students will be allowed five absences per semester. Those absences more than five must be excused by
written documentation from a licensed/certified health practitioner, by the principal for participation in school
sponsored activities, or for recognized religious holidays. Students who accumulate more than ten absences
(and have not made up their work) for all reasons in a one-credit course, and have not made up their work,
will not receive credit for that class. Parents must call the school in the morning to report the absences.
Students must turn in written excuses for an absence to the homeroom teacher in order to make up missed
class work. Excuses must contain the students ID # and a parent's daytime telephone number. Forgery of a
written excuse is a suspendable offense.
Students who miss school without parental knowledge are considered unlawfully absent. When a student has
one unlawfully absent, the school will contact parents and develop a plan for improved attendance. If the
student continues to be unlawfully absent the student will have to leave the school and he/she will be reported
to Family Court. Cutting school will be dealt with as a disciplinary offense.
BOOKS: Students will be issued books at the beginning of the year. Students who lose books must let their
teachers know so that they can receive replacements. Students will be charged for the replacement cost of the
book. All books must be covered. You may purchase book covers at the parent run bookstore.
CAFETERIA PROGRAM: All students are required to eat lunch on campus. Students are not allowed to
eat in classrooms unless accompanied by a teacher. Students may purchase lunch each day or they may bring
their lunch from home. Applications for free or reduced lunches may be obtained at the school office.
DRESS CODE: A higher standard of dress encourages great respect for individual students and others, and
results in a higher standard of behavior. Our dress code guidelines indicate appropriate school dress for
normal school days. The Charter School reserves the right to interpret these guidelines and/or make changes
during the school year. Students are expected to follow these guidelines. Every student shall wear school
uniforms. All school uniforms must be worn properly (no low hanging clothes).
HAIR: Students must maintain their hair neat and clean with no "unnatural" colors, i.e. florescent,
bright green, Mohawk, etc. No hats, bandannas or headbands may be worn.
SHOES: Students must wear closed shoes at all times. No sandals or heavy military type boots or
shoes with metal tips may be worn.
BLOUSES/SHIRTS: All uniform blouses and shirts must be tucked in. On PE days students may
wear their PE uniform to school.
SLACKS/SHORTS: All uniform slack/shorts must be worn with a belt (tighten at the waist) and
be in good repair. No low hanging clothes allowed.
CULOTTES: May not be more than two inches above the knee.
IN GENERAL: Boys may not wear earrings or body piercing. Girls may not wear body piercing
other than earrings. At no time are students to wear anything offensive, immodest, or deemed
inappropriate by the faculty. Students out of uniform will be given a 2-hour detention the first time
and 4 hours the second time. If the problem persists, parents will be called and required to bring
the correct uniform to school before the child can return to class. A fund will be established to
provide assistance to students unable to afford uniforms.
<~
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit M
Page I
~-
ELETRONIC EOUlPMENT: Radios, record or CD players, head phones, tape players, pagers, phones,
etc., are prohibited on campus during school hours. These items will be confiscated and turned in to the
office until a parent picks them up. The school will not be responsible for the security of confiscated items.
GUIDANCE/ADMINISTRA TIVE CONFERENCES: Parents or students who wish to meet with a
counselor or administrator should make an appointment in advance. A student who is in
Conference with a guidance counselor or administrator during class time must provide written proof of the
conference to the teacher whose class they missed. Waiting without permission in the hope of
having a conference is not considered a legitimate reason to miss class.
MESSAGES: The office staffwill relay only emergency messages from a parent or guardian after
approval by an administrator. An emergency is an illness Of death in the family. Transportation
changes, changes in scheduled appointments, etc., are not considered emergencies. No flowers or
balloon messages will be delivered at school.
PAGING DEVICES: Paging devices including beepers and cellular phones are illegal on school
grounds and will be confiscated. Penalty for possession of these items on campus is punishable by
a one day out of school suspension.
PUBLICATIONS. SOLICITATIONS: No publications may be produced or distributed and no solicitation
or advertising is permitted unless the school Principal grants permission. The school recommends that
vendors outside the school secure advertising through student publications. This includes the distribution of
flyers, coupons, etc.
SORORITIES/FRA TERNITIES: Fraternities, sororities, and secret organizations are strictly forbidden.
Activities, initiations, or fundraising for these organizations are prohibited.
~--
SUBSTITUTE TEACHERS: A substitute teacher has the same authority as a regular classroom teacher.
Students must accept responsibility for cooperating with a substitute teacher.
TARDY POLICY: The tardy policy at The Charter School has been established to ensure a minimum of
interruptions in the educational process in each classroom. Any student who arrives late must report directly
to the office/secretary and sign in on the tardy roster. Failure to report within five minutes after being sent to
the office will result in the student being considered absent from class rather than tardy. A student is allowed
two tardies without disciplinary penalty each nine weeks. On a third day the student will be assigned
Saturday Work Detail, and each tardy thereafter the student will be suspended from school.
TRASH: Students are required to help keep classrooms and halls clean. No food should be eaten in
classrooms or in the halls. Food is allowed at lunch in classrooms where meetings are being held only if a
teacher is present. Trash should be placed in cans. Detention will be assigned for violation of this policy.
VISITORS: All visitors must report to the Main Office.
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit M
Page 2
STUDENT CONDUCT
The following listing of offenses and the required or recommended dispositions are submitted for the
information of students, parents, and school personnel. Disciplinary actions will include appropriate hearings
and review, and the removal ofa student from the learning environment will occur only for just cause and in
accordance with due process oflaw.
232.0205 Student disclosures required at school registration. --According to procedures established by the
district school board, each student at the time of initial registration for school in a school district shall note
previous school expulsions, arrests resulting in a charge, and juvenile justice actions the student has had.
The following rules, regulations and due process procedures are designed to protect all members of the
educational community in the exercise of their rights and responsibilities. These rules apply to any student:
I . who is on the school property;
2. who is in attendance at school or any school-sponsored activity; or
3. whose conduct at any time or in any place has a direct and immediate effect on maintaining
order and discipline in the schools.
A. DISORDERLY CONDUCT - LEVEL I
I. Disorderly conduct is defined as those activities engaged in by student(s) which tend to impede
orderly classroom procedures or instructional activities, orderly operation of the school, or the
frequency or seriousness of which disturbs classroom or school
2. Acts of disorderly conduct may include, but are not limited to:
a. classroom tardiness;
b. cheating on examinations or classroom assignment;
c. lying;
d. acting in a manner so as to interfere with the educational process;
e. abusive language between or among students;
f. failure to complete assignments or carry out directions;
g. use of forged notes or excuses;
h. cutting class;
i. school tardiness;
j. truancy
k. other disorderly acts as determined by the school which are not consistent with policy.
3. The basic enforcement procedures to be followed in instances of disorderly conduct are:
a. Upon observation or notification and verification of an offense, the staff member should
take immediate action to rectify the misconduct. The staff member should apply an
appropriate sanction and will maintain a record of the misconduct and the sanction.
b. If certain misconduct is not immediately rectifiable, the problem should be referred to the
appropriate administrator for action specified under this policy.
c. The administrator should meet with the reporting staff member, and, if necessary, the
student and the parentlguardian and should effect the appropriate disciplinary action.
d. A complete record of the procedures will be maintained.
4. Possible sanctions to be applied in cases of disorderly conduct may include, but are not limited
to the following:
a. verbal reprimand
b. withdrawal of privileges
c. detention/work detail
d. In-school/out-of-school suspension
.~
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit M
Page 3
,-
B. DISRUPTIVE CONDUCT - LEVEL II
1. Disruptive conduct is defined as those activities engaged in by student(s) which are directed
against persons or property, and the consequences of which tend to endanger the health or
safety of oneself or others in the school. Some instances of disruptive conduct may overlap
certain criminal offenses, justifying both administrative sanctions, intervention of law
enforcement authorities, and court proceedings. Disorderly conduct (Level I) may be
reclassified as disruptive conduct (Level II) ifit occurs repeatedly.
2. Acts of disruptive conduct may include, but are not limited to, the following:
a. use, possession, or being under the influence of an intoxicant
b. fighting
c. vandalism (minor)
d. stealing
e. threats against others
f. trespass
g. abusive language to staff
h. refusal to obey school personnel (such as substitutes, volunteer aides or chaperones)
whose responsibilities include supervision of students
I. possession or use of unauthorized substances, including tobacco and tobacco products,
non-prescription drugs, "look-alike" drugs, and drug paraphernalia, including rolling
papers
J. illegally occupying or blocking in any way school property with the intent to deprive
others of its use
k. unlawful assembly
1. disrupting lawful assembly
m. possession of a paging device
n. inappropriate verbal or physical conduct of a sexual nature
o. other disruptive acts as determined by the school which are not consistent with policy.
3. The basic enforcement procedures in instances of disruptive conduct are as follows:
a. Upon observation or notification and verification of an offense, the administrator should
investigate the circumstances ofthe misconduct and should confer with staff on the extent
of the consequences.
b. The administrator should notify the parentlguardian of the student's misconduct and
related proceedings. The administrator should meet with the student and, if necessary, the
parentlguardian, confer with them about the student's misconduct, and effect the
appropriate disciplinary action.
c. A complete record of the procedures will be maintained.
d. If appropriate, school officials should contact law enforcement.
4. Possible sanctions to be applied in cases of disruptive conduct may include, but are not limited
to, the following:
a. temporary removal from class
b. alternative education program
c. in-school suspension
d. out-of-school suspension
e. transfer
f. referral to outside agency
g. expulsion
h. restitution of property and damages, where appropriate, may be sought by local school
authorities
,"""'........-
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit M
Page 4
C. CRIMINAL CONDUCT - LEVEL III
1. Criminal conduct is defined as those actlVltles engaged in by student(s) which result in
violence to oneself or another's person or property or which pose a direct and serious threat to
the safety of oneself or others in the school. These activities usually require administrative
actions, which result in the immediate removal of the students from the school, and the
intervention of law enforcement authorities.
2. Acts of criminal conduct may include, but are not limited to, the following:
a. assault and battery
b. extortion
c. bomb threat
d. possession, use, or transfer of a weapon, including a pistol, knife, blackjack, brass
knuckles (to include multi-finger rings), possession of incendiary or explosive devices,
including ammunition for a weapon such as bullets, shotgun shells, etc.
e. sexual offenses
f. vandalism (major)
g. theft, possession, or sale of stolen property
h. arson
1. furnishing or selling unauthorized substances
J. distribution, sale, purchase, manufacture or unlawful possession of a controlled substance
k. threatening to take the life or inflict bodily harm upon school personnel, school
volunteers, or members of their immediate family
1. possession, use, or transfer of "look-alike" weapons
3. The basic enforcement procedures in instances of criminal conduct are as follows:
,~,
a. Upon observation or notification and verification of an offense, the administrator should
confer with staff involved, effect the appropriate disciplinary action, and, if appropriate,
meet with the student.
b. If warranted, the student should be removed immediately from the school environment.
A parentlguardian should be notified as soon as possible.
c. If appropriate, school officials should contact law enforcement authorities.
d. Established due process procedures will be followed when applicable.
e. A complete record of the procedures will be maintained.
4. Possible sanctions to be applied in cases of criminal conduct may include, but are not limited
to, the following:
a. out-of-school suspension
b. referral to outside agencies
c. expulsion
d. restitution of property and damages, where appropriate, may be sought by local school
authorities
The following listing includes the usual disciplinary actions for inappropriate student conduct at The Charter
School. No attempt is made to include every possible infraction. The following apply to at school or any
school sponsored function. OSS= Out of School Suspension
CHEA TING/PLAGERISM
CONFRONTATION
CUTTING SCHOOL
DISOBEDIENCE
DISRESPECT to staf
ALCOHOL
.-
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit M
Page 5
DISRUPTIVE BEHAVIOR Minimum 2 hours detention, may be suspended
DRESS CODE VIOLATION Minimum 2 hours detention, May be suspended if problem
continues
DRUGS Possession, distribution, or consumption on campus
Expulsion + sheriffs department
"Under the influence" at school
Expulsion and sheriff's department
ELECTRONIC EQUIPMENT All electronic equipment such as: Walkman, video cameras,
CD Players, laser-devices are not allowed on campus during
school hours. These items will be confiscated and turned in to
the office until a parent picks them up. The school will
not be responsible for the safety of confiscated
equipment.
FAILURE TO SERVE HOURS Minimum I day susnension
FIGHTING I sl offense - minimum 3 days OSS + sheriffs department
2nd offense - recommendation for expulsion + sheriffs
department
Parents to Dick un child at Sheriffs Department
FOOD/GUM Eating or chewing gum in halls/classrooms - 2 hours detention
FORGERY I st offense - minimum I day OSS
2nd offense - 2 days OSS
GAMBLING Minimum I day OSS
No card playing - cards will be confiscated
HARASSMENT Will not be tolerated; report to administrator or counselor-
minimum 2 hours detention, may be suspended
INAPPROPRIATE DISPLAY Minimum 2 hours detention
OF AFFECTION
LITTERING 2 hours detention
LYING (To school TJersonnel) Minimum] day suspension
NO HALL PASS 2 hours detention
PAGING DEVICES& CELL PHONES Will be confiscated - Minimum] day OSS
POOR ATTITUDE Minimum 2 hours detention, may be suspended
PROFANITY Inadvertent - 2 hours detention
Directed toward another individual- minimum 1-3 day OSS,
may be recommended for expulsion
SEXUAL MISCONDUCT Suspension and recommendation for expulsion
THEFT 1 sl offense - minimum 3 days OSS up to recommendation for
expulsion
2n offense - recommendation for expulsion + sheriffs
department
THREATS Minimum 6 hours detention, may recommend expulsion
TOBACCO(IncJudes use) Tobacco products are not allowed on campus. They will be
confiscated.
I st offense - 1 day OSS
2nd offense - 3 day OSS
TRESPASSING On another camTJUS - suspension warrant for arrest
VANDALISM Minor - suspension
Ma;or -recommendation for expulsion + sheriffs department
WEAPONS Possession - expulsion + sheriffs department
-"-
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit M
Page 6
TYPES OF DISCIPLINARY ACTION
Students who are assigned detention by an administrator on Monday - Friday must serve the detention by
Saturday of the following week or they will be suspended the following Monday or Tuesday
o IN SCHOOL DETENTION - Student sent to the office for one class period.
o EVENING DENTENTION - Office, Wednesdays. Students must sign in and must have study/reading
materials. Students are expected to follow the posted rules, which include no talking, eating sleeping,
etc. Failure to cooperate requires dismissal from evening detention and no credit for time served.
o SA TURDA Y WORK DETAIL - Office, 8:00- 11 :OOam Sat. Detention begins promptly at 8:00am.
Each student signs in on the proper form. Each hour served on Saturday equals two hours of detention
time. Failure to cooperate requires dismissal from SWD and no credit for time served.
o OUT-OF-SCHOOL SUSPENSION - General absence - student not allowed on school grounds or at
any school related function.
o EXPULSION - Student removed from school for remainder of year -loses all credits. May not return
to school.
PARENT/COMMUNITY INVOLVEMENT
Volunteer Program: The Charter School will have a strong and active volunteer program. There are many
ways to volunteer. Parents have found such volunteering to be particularly helpful to them as they help their
children transition through various school levels. Each family will be responsible 20 volunteer hours during
the school year, 30 hours if more than one child is enrolled in the school. If you would like to volunteer on a
regular basis or have your name added to the "on call" list, you can contact the Main Office.
P ARENTrrEACHER CONFERENCES
During each semester parents are invited to meet teachers and pick up report cards during "Open House."
Parents are also encouraged to participate in ParentlStudent Exchange Day by attending school and following
their child's schedule for all or part of the day.
Conferences with individual teachers may be arranged by contacting the Main Office and leaving a message
for the teacher to call.
-
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit M
Page 7
-
Exhibit N
Sample
Student Application Form
-
..........
A ventura Charter Elementary School
City of A ventura
Appendix - Exhibit N
Sample Application - subject to change
;;,.....
C Ii AHTl)R .5<;: 1100 L S
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AVENTURA CHARTER
ELEMENTARY SCHOOL (ACES)
Student Application
2003-2004
.
A member of the
Chaner Schools USA
Educational CommunitV
Admission
ACES, as a municipally sponsored charter school, will limit the enrollment process to target the children of the
--esidents of Aventura. Enrollment preference will be given to a sibling of a student enrolled in the charter school,
.0 the child of a member of the governing board of the charter school, or to the child of an employee of the charter
school, as provided within the charter law. If the number of applications exceeds the capacity of a program, class,
grade level, or building, a public lottery will be held to select the number of spots available. If space is still
available at the end of the enrollment period, applications will be accepted from the community-at-Iarge on a first-
come, first-serve basis. Preference will be given to children of the residents of Aventura, a sibling of a student
enrolled in the charter school, to the child of a member of the governing board of the charter school, or to the child
of an employee of the charter school. ACES will not discriminate on the basis of race, religion, national or ethnic
origin, or exceptionality in the admission of students, in accordance with federal and state anti-discrimination law.
Application Process
The first enrollment period will end on . If any grade is oversubscribed, a lottery will be held to
randomly select applicants. Once accepted and enrolled, applicants are guaranteed their position and are not
required to reapply annually. Parents are notified of the applicant's status within 15 days of the close of the
enrollment period. (In the event that the student is unable to attend the school during the 2003-2004 school
year in the grade specified on this application, he/she must submit a new application with the student's
accurate grade level.)
In addition, the Aventura Charter Elementary School will be holding open houses and information sessions
throughout the upcoming months. You will be informed regularly of scheduled dates and times of these meetings
via mail, email, or telephone.
Application Instructions
--Step 1:
Please complete the entire application form and sign the bottom in the space provided.
APPLICATIONS MUST BE RECEIVED BY
Step 2:
Applications will be date and time-stamped by grade level as they are received in the school's
Administration Office. The school will acknowledge receipt of the application via letter once the
application is processed. Listed below are approved methods of delivery:
a. Mail the original application to the address below and keep a copy for your records.
Aventura Charter Elementary School (ACES)
c/o Charter Schools USA
6245 N. Federal Highway
Fort Lauderdale, FL 33308
-or-
b. Complete and submit an application on-line: www.aventuracharter.org
Get Ready!
_ This is going to be a great school of choice and a wonderful educational experience for you and your child(ren).
We are dedicated to "Putting Students FirstSm " and committed to providing superior academic outcomes.
APPL-E
@2oo1
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@ 06/01
Application - Page 1 of 2
AVENTURA CHARTER ELEMENTARY SCHOOL (ACES)
?art A: Parent/Legal GuardianContac;:t:lnforniation
',' " ..... ....._............. ........'-......_..,....".__..;. ..... .......','...._.-......_.,_.,..-...'.......' ....'.'..'....__.'..........,,_'__'.'.-.'0....0.....'''...'..,.......- .....,...",.' ... -.", .'
D Mrs. D Ms.
D Miss D Dr.
Mother's First Name
MI
Last Name
Suffix
D Home Address
Apt#
City
State
Zip Code
Home Phone Number
)
Cell Phone Number
)
(
Work Phone Number
Email Address
D Mr. D Dr.
Father's First Name
MI
Last Name
Suffix
o Home Address (If different from above)
Apt#
City
State
Zip Code
)
Home Phone Number
(
) )
Cell Phone Number Work Phone Number
Are you a resident of the City of Aventura? D Yes* D No
Email Address
*/f Yes. attach a copy of your driver's license to this application.
PLEASE CHECK ONE OF THE ADDRESS BOXES INDICATING WHERE ALL SCHOOL
CORRESPONDENCE, INCLUDING REPORT CARD, WILL BE MAILED
I Part B:Studenflnformation ·
I
First Name
MI
Last Name
Suffix
Preferred
Name
Social Security Number
/ /19
Date of Birth
D M D F
Gender
Race( optional)
Primary language spoken? D
English
D Spanish D Other
Is the student a citizen of the United States? DYes D No
Grade student will enter in the 2.0.0.3. School Year: D K D 1st D 2nd D 3rd D 4th D 5th
.-
APPL-E
@200l
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@06/0J
Application - Page 2 of 2
Does applicant have any special needs? (Optional)
If yes, please explain:
Do any of these categories apply to the applicant?
Check all that apply.
.- 0 Honors 0 ESOL 0 ESE
o Student is receiving special instruction/services resulting
from an IEP?
Does the student have any problems that would affect
his/her participation in any part of the school programs?
If yes, please explain:
o Current education plan is modified as a result of Section
504 recognition
Student History:
<D
School Address
School Type: 0 Pre-School 0 Elementary
0 Other
City State Years Grades Phone Number
Attended Completed
Sf!hool Type: 0 Pre-School 0 Elementary
0 Other
Name of Previous School
~
Name of Previous School
School Address
City
State
Years
Attended
Grades
Completed
Phone Number
~
'SIBLINGS:
Do you have siblings that will be applying to this school for
the 2003-2004 academic year? 0 *Yes 0 No
* If siblings will be applying to the school, please indicate name and grade below:
Last Name, First Name
Grade
Last Name, First Name
Grade
Last Name, First Name
Grade
Last Name, First Name
Grade
How did you hear about this charter school?
(i.e., friend, advertisement, community notice, a school flyer, internet, sign, door hanger, mail, telephone)
Circle one or specify other.
Please indicate whether you are a child of a:
o Board Member of School
o Employee of the School
To the best of my knowledge, the above information is correct and complete. In the event of a change of address, phone, name,
etc., I will contact the school.
x
Signature of ParenULegal Guardian
Date
APPL-E
@2001
@06/01
~ 0)
C ,lJ",~,,~_J.~_:R __S C It Q 9_1.., S
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.Exhibit 0
Sample Registration Package
^'~
A ventura Charter Elementary School
Appendix - Exhibit 0
1?0o..
[Name of School]
REGISTRA TION CHECKLIST
To complete registration, the following forms and information must be completed and mailed to:
[Name of School]
c/o Charter Schools USA
6245 N. Federal Highway, 5th Floor
Fort Lauderdale, FL 33308
. If you
A return envelope has been provided. All registration forms must be returned by
have any questions, please do not hesitate to contact us at (888) 555-5555.
-
-
City of Aventura
FORM - A:
FORM - B:
FORM - C:
FORM - D:
FORM - E:
FORM - F:
FORM - G:
FORM - H:
. <:chnnl
PROOF OF RESIDENCE
PROOF OF IMMUNIZATION - Original HRS BLUE FORM 680
PROOF OF PHYSICAL EXAM- Original HRS-H YELLOW FORM 3040.
PROOF OF GUARDIANSHIP-If student is not living with parents
REQUEST FOR TRANSCRIPTS/CUMULATIVE FOLDER
HOME LANGUAGE SURVEY
SPECIAL PROGRAMS INFORMATION
EMERGENCY INFORMATION CARD
PARENT CONTRACT
AUTHORIZATION FOR MEDICATION
PHOTOGRAPH AND VIDEO RELEASE
. nnpn";v . . Pv h;h;, ()
Page 1
FORM-A
~
[NAME OF SCHOOL]
REGISTRA TION INFORMATION SHEET
This information sheet is provided to outline specifically the first four items on your registration checklist.
1. Original of Florida Certificate ofImmunization - HRS BLUE FORM 680
This form must contain:
1. (DTP) 4 or 5 doses if 4lh dose was given on or after 4lh birthday.
2. (Polio) 3 or 4 doses if 3rd dose was given on or after 4lh birthday.
3. (MMR) 2 doses after 1s1 birthday.
Shot dates transferred on to Florida form will not be accepted by a Chiropractor.
4. State Law requires a Chicken Pox Vaccine or verification of having had Chicken Pox
5. Hepatitis Series
2.
Proof of a physical within the last 12 months. Medical Health Check-up HRS-H 3040. Original
YELLOW FORM provided by your physician. Appointment cards are not acceptable. A physical by a
Chiropractor is not acceptable.
3.
Copy of Social Security Card
4.
PROOF OF COUNTY RESIDENCY - Two (2) items - (Original Document only)
Name and address must appear on all items
1. CURRENT UTILITY BILL - (water, telephone, electric, cable)
2. Warranty Deed
3. Notarized rent receipt/Notarized lease agreement
4. Mortgage commitment/contract including specified closing date
5. Drivers license with current address
A FAMILY RESIDING IN ANOTHER PERSON'S HOME must have the following:
-
1. A signed notarized statement from the owner of the property stating that the student's
family (Parent(s) and Student(s) names must appear) are living with them at (address must
appear).
2. Along with two (listed above) proofs of residency from the person writing the notarized letter.
INFORMATION FOR STUDENTS REQUIRING REASSIGNMENT
When parentlguardian lives in a county and seeks enrollment in a school outside their county of residence, then
the parent must request legal transfer. This process starts with approval from the county of residence,
followed by approval from the intended County's School Office of School Boundaries. This procedure is
called a reassignment. A reassignment is REQUIRED at registration. Please contact your local school
district to obtain the appropriate forms.
LEGAL GUARDIAN REQUIREMENTS
PARENT/LEGAL GUARDIAN
Student(s) living with other than parent(s) must provide proof of legal guardianship. Legal guardianship is
determined though the court. Court documents are required at registration.
-.
City of A ventura
. ..,_ c.."'.. ()
Page 2
FORM - B
[Name of School]
TRANSCRIPT REQUEST FORM
-..
Date:
Prior School:
Public
Private
To:
Name of last school attended
Complete address required
City
State
Zip
Please send the following information as soon as possible for the following student enrolled in [Name of School]
I. Transcript of grades - Including grades to date of withdrawal and attendance records
2. Explanation of grading system
3. Results of testing
4. Length of class periods and number of days per week courses met - especially P .E.
5. Certificate ofImmunization (HRS Form 680) and health records.
6. Special program enrollment (such as mentally handicapped, physically handicapped, specific learning
disability, gifted, etc.) and psychological evaluation records
-
STUDENT Name
Grade
Date of Birth
Withdrawal Date
I hereby give my permission to forward records for the above named student to [Name of School].
Signature of Parent / Guardian
Thank you,
Registrar
-.
."~",,.~
City of A ventura
A, ,A'. "~",,..;, "
Page 3
FORM - C
[NAME OF SCHOOL)
HOME LANGUAGE SURVEY
'--
SS#:
STUDENT NAME:
1.
Is a language other than English used in the home?
If yes, language used
Did the student have a first language other than English?
Does the student most frequently speak a language other than English?
2.
3.
Relationship of person completing the survey to student? (Circle One)
Mother
Father
Guardian
Self
Date
Signature of person completing survey
- French -
1.
Oui
Est-ce qu'il y a une langue autre que I'anglais parlee a la maison?
Si oui, quelle langue?
Est-ce que la langue maternelle de I'etudiant est autre que I'anglais?
Est-ce que I'etudiant parle souvent une langue autre que l'anglais?
Qui
Oui
2.
3.
IIle de parente de la personne remplissant ce questionnaire avec I'etudiant?
Maman
Papa
Guardien
Soi-meme
Signature de la personne remplissant ce questionnaire
Date
- Creole -
1.
Eske ou pale yon I'ot lang ki pa angle lakay-ou?
Si ki wi lang?
Eske el'ev-Ia pale yon I'ot lang ki pa angle?
Eske el'ev-Ia pale yon I'ot lang ki pa angle tour tan?
Wi
-
Wi
Wi
2.
3.
Relasyon ant moun ki ranpli fom-sa ak el'ev-Ia?
Manman
Papa
Gadyen
Elev-Ia menm
Siyati moun ki ranpli fom-sa ak el'ev-la
Date
- Portuguese -
1.
Outro idioma que nao seja ingles e falado em casa?
Caso sim, idioma falado
o estudante tern como primeiro idioma outro alem do Ingles?
o estudante fala mais fequentemente urn idioma que nao seja ingles?
Sim
2.
3.
Qual eo parentesco da pessoa, em relacao ao estudante, completando este levantamento?
Mae
Pai
Tutor( a)
o Proprio
Assinatura da pessoa completando este levantamento
Data
-Spanish-
1.
i,Se habla en la casa otro idioma que no sea el ingles?
Si es asi. i,CUlil idioma es hablado?
i,Es el primer idioma del estudiante otra lengua que no sea el ingles?
i,Habla eJ estudiante con mas frecuencia otro idioma que no sea el ingles?
2.
3.
-
i,Cual es el parentesco de la persona que completa esta encuesta con el estudiante?
Madre
Padre
Guardian
Yo mismo
Firma de la persona que completo esta encuesta
Fecha
A "pnh.~
City of A ventura
Yes
No
Yes
Yes
No
No
Non
Non
Non
Non
Non
Non
Nao
Sim
Sim
Nao
Nao
Si
No
Si
Si
No
No
A ____.,_ c. . . > r.
Page 4
FORM -D
-
[NAME OF SCHOOL]
SPECIAL PROGRAMS INFORMATION
Student's Name:
Date of Birth
1. IS YOUR CHILD ELIGIBLE FOR SERVICES
THROUGH AN EXCEPTIONAL STUDENT
EDUCA TION PROGRAM? YES NO
2. IS YOUR CHILD ELIGIBLE FOR SPEECH
OR LANGUAGE SERVICES? YES NO
3. DOES YOUR CHILD HAVE A 504 PLAN? YES NO
...... 6. LIST ANY OTHER SPECIAL PROGRAMS IN WHICH YOUR CHILD HAS PARTICIPATED.
PARENT'S SIGNATURE
DATE:
.....,
City of A ventura
'nnpnA;v. . l'vha..;t ()
Page 5
CHARTER SCHOOLS USA EMERGENCY INFORMATION CARD
GRADE
SOCIAL SECURITY #
DATE OF BIRTH
......
LAST NAME
FIRST NAME
M.I_FSI#
LEGAL NAME
ADDRESS
APT.
BLDG._
CITY
STATE
ZIP
HOME PHONE (
LIVING WITH (PLEASE CHECK ALL THA T APPLY):
MOTHER _FATHER _STEPMOTHER _STEPFATHER_GUARDIAN
NAME
PLACE OF BUSINESS
PHONE (
NAME
PLACE OF BUSINESS
PHONE (
IF PARENT OR GUARDIAN NAMED ABOVE CANNOT BE LOCATED,
FILL IN THE BLANK HAS MY PERMISSION TO CONTACT:
NAME:
RELATIONSHIP:
ADDRESS:
PHONE:
THE ABOVE NAMED HAS MY PERMISSION TO PERMIT STUDENT NAMED ABOVE TO LEAVE THE BUILDING WITH THE ABOVE
NAMED EMERGENCY CONTACTS.
IN CASE OF ILLNESS OR ACCIDENT. THE ABOVE NAMED HAS MY PERMISSION TO TAKE THE ABOVE NAMED STUDENT TO THE
HOSPITAL.
(OVER)
PARENT/GUARDIAN SIGNATURE
-
CHARTER SCHOOLS USA EMERGENCY INFORMA nON CARD
SIDEB
OTHERS IN HOME (BROTHERS, SISTERS, RELATIVES, ETC.)
IOMDE
NAME:
I
RELATIONSHIP:
SCHOOUEMPLOYER:
DEAR PARENT: FOR YOUR CHILD'S WELFARE AND SAFETY, IT IS IMPERATIVE THAT YOU PROVIDE US WITH THE FOLLOWING
INFORMATION:
(CHECK OR SPECIFY)- INDICATE BELOW ANY HEALTH PROBLEMS REGARDING YOUR CHILD
NO HEALTH PROBLEMS
CAN YOUR CHILD P ARTICIP A TE IN ALL SCHOOL ACTIVITIES?
ALLERGIC
IF YES, LIST ALLERGIES:
ASTHMA TIC
BRONCHITIS_DIABETIC
HEART PROBLEM (SPECIFY)
EPILEPSY
KIDNEY OR BLADDER PROBLEM (SPECIFY)
SEVERE REACTIONS TO BEE STINGS OR INSECT BITES (SPECIFY)
SERIOUS REACTION(S) TO ANY MEDICA TlON(S)
OTHER (ANYTHING YOU FEEL WE SHOULD KNOW FOR YOUR CHILD'S WELFARE AND SAFETY)
IS YOUR CHILD PRESENTLY ON MEDICATION?
(IF YES, SPECIFY)
-.,
City of A ventura
. ._~, "...~
Page 6
--
Parent Contract
for
[Name of School)
I (We) the parent(s)/guardian(s) of
Dress Code of the [Name of School].
have read and agree to abide by the Code of Conduct and the
WHEREAS, in order to provide my (our) child with a unique educational opportunity;
WHEREAS, by choosing to enroll my (our) child at [Name of School] is a decision of my (our) personal choice and not a
privilege;
WHEREAS, my (our) desire to enroll my (our) child at [Name of School] is premised upon my (our) desire to become an
active partner in the education of my (our) child;
NOW THEREFORE, in consideration of the foregoing:
1. As a parent of a student at the [Name of School], my (our) commitment is to abide by the following resolutions:
A.
B.
C.
D.
E.
--
F.
G.
H.
I.
J.
To recognize and embrace my role as the primary educator of my child.
To participate in the parenting workshops as provided by the [Name of School].
To attend all conferences scheduled with any member of the [Name of School] staff.
To participate in the Parent Volunteer Program, by fulfilling the requirements outlined in the Volunteer
Opportunities List provided at registration.
To provide transportation to and from school for my child. I understand that if} am late picking up my child,
[Name of School] is not responsible for my child's safety. If my child is continually tardy, I understand that for
the benefit of my child's education, he/she may be required to transfer to a school that is more accessible for my
child.
To purchase uniforms for my child from the [Name of School] approved supplier.
To supply a lunch, either brown bagged or purchased from the [Name of School] approved vendor, each school
day for my child.
To be responsible for timely payment of any fees accrued to my account at the [Name of School].
To participate in at least one of the many parent groups (i.e., PTSO, School Improvement Committee, Booster
Clubs, etc).
To read and use information sent home by the school for the purpose of keeping parents informed of the
academic topics to be introduced and studied in the classroom.
I (we) understand that by not fulfilling my contractual obligation to the School and to my (our) child, this may result in my
(our) child being requested to stay after school, be suspended, or withdrawn and sent to a regular Public School at the sole
discretion of the Principal as approved by the [Name of School] Governing Board.
-
City of A ventura
Signature of ParentlGuardian:
Date
Acknowledged by:
Date
School Official
. ____A:_ r...."..:. "
Page 7
FORM-G
i-...
[NAME OF SCHOOL]
MEDICA TION RELEASE FORM
Name of Student:
Date of Birth:
Grade:
**************************************************************************************
MEDICATION TREATMENT PLAN TO BE COMPLETED BY PHYSICIAN
Diagnosis:
Name of Medication, Dosage, Specific Times & Directions (including start and end of prescription date) for Administration:
Note: Medication must be supplied in the original container. Ask pharmacist to divide the medication into two completely
labeled containers, providing one for home and one for school.
Side Effects / Special Instructions:
,,-
Is the student required to carry this medication with him/her? YES NO
(Note: School Policy is that all medication should be turned in to the front office unless specified by the Physician.)
Note to Physicians: Please complete treatment plan on the back of this form for students who require any special
health procedures during school hours; i.e. Inhalers, nebulizer treatment, catheterization, suctioning tube feedings, glucose
testing, etc.
Printed Name or Stamp of Physician
Physician's Signature
Physician's Phone Number
Physician's Fax
**************************************************************************************
PARENTAL PERMISSION TO BE COMPLETED BY THE PARENT / GUARDIAN
I grant the principal or his/her designee the permission to assist in the administration of each prescribed medication / procedure
to be provided during the school day, including when is away from school property on
official school business. Name of Student
I understand that my signature relieves school personal of any and all liability related to the administration of the prescribed
medication.
Signature of Parent
Date
Home Phone Number:
Work or Cell Phone Number:
'-.
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City of A ventura
, "^"
. ----.:- ". . " ()
Page 8
FORM - H
_.
[NAME OF SCHOOL]
PHOTOGRAPH AND VIDEO RELEASE PERMISSION FORM
I give my permission for [Name of School} or any school approved media to photograph/video
my child. The photographs or video will be used for news organizations and promotional
footage used in support of the school. Copies of any videos or photographs taken will be
available upon request.
-
Student's Name
x
Date
Parent or Guardian's Signature
'--
City of A ventura
^__6"~;Y . "."a,;. n
Page 9
[NAME OF SCHOOL]
STUDENT DRESS CODE
A higher standard of dress encourages greater respect for individual students and others,
resulting in a higher standard of behavior. Our dress code guidelines indicate appropriate
school dress for normal school days. The [Name of School] reserves the right to interpret these
guidelines and/or make changes during the school year. Students are expected to follow these
guidelines. A school uniform shall be worn by every student in attendance.
Hair:
Hair must be neat and clean with no "unnatural" colors, (i.e. florescent, bright
green, mohawks). No hats, bandannas or headbands may be worn.
Shirts:
Shirts worn must be approved uniform shirts. They must be tucked in at all
times. Uniform shirts are purchased though the [Name of School] in navy blue
or white with the school emblem embroidered on.
Slacks/Shorts: All uniform slacks/shorts must be worn with a belt through the belt loops and
be in good repair. Girls are permitted to wear skorts. No cargo pants or capris.
The uniform slacks/shorts/skorts color is khaki and can be purchased either
through the [Name of School] or on your own.
i-.
Shoes:
Students must wear closed shoes at all times. No heavy military type boots or
shoes with metal tips may be worn.
Uniforms:
Uniform ordering information is included in the registration packet. Uniforms
or approved school attire must be worn at all times. Students out of uniform will
be given detentions and parents will be notified and required to bring the correct
uniform to school before the child can return to class.
Uniform Colors:
Shirts: Navy Blue or White
Slacks/Shorts/Skorts: Khaki
In General: Boys may not wear earrings or body piercing. Girls may not wear body piercing
other than earrings. At no time are students to wear anything offensive,
immodest, or deemed inappropriate by the faculty.
.'-
. ""'",~I
A .__~:_ ,,_'-.', ^
Page 10
City of A ventura
CITY OF AVENTURA
OFFICE OF THE CITY MANAGER
MEMORANDUM
TO: City Commission
FROM: Eric M. Soroka, City
DATE: September 20,2001
SUBJECT: Resolution Amending Commission Travel and Expenses
September 24, 2001 City Commission Meeting Agenda Item 2-B
Recommendation
It is recommended that the City Commission approve the attached Resolution that
amends City Commission travel and expenses policy.
Backaround
Pursuant to discussion at the September 13, 2001 Workshop Meeting, Resolution No.
99-48, which sets forth policy for Commission travel and expenses, has been amended
to provide the sum of $4,000 per fiscal year beginning October 1, 2001 to cover travel,
hotel, registration and related expenses for Commission attendance at conferences,
seminars and municipal league meetings. In addition, it provides that those
Commissioners appointed to Commission-approved Committees of local, state, and
national leagues or other municipal-related committees, shall be reimbursed for travel,
hotel and related expenses for such Committee meetings, which shall be in addition to
the $4,000.
If you have any questions, please feel free to contact me.
EMS/tms
attachment
RESOLUTION NO. 2001-_
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF
AVENTURA, FLORIDA AMENDING RESOLUTION NO. 99-48
WHICH ESTABLISHES PROCEDURES FOR COMMISSION
TRAVEL AND EXPENSES; AND PROVIDING FOR AN
EFFECTIVE DATE.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION
OF THE CITY OF AVENTURA, FLORIDA:
Section 1. Paragraph 1 of Section 1 of Resolution No. 99-48 is hereby
amended to read as follows:
1. The Mayor and each City Commissioner shall be allotted the sum of
Three Four Thousand Dollars ($3,000) $4.000 per fiscal year beginning
October 1, +999 2001 to cover travel, hotel, registration and related
expenses for attendance at conferences, seminars and municipal league
meetings. However. those Commissioners appointed to Commission-
approved Committees of local. state. and national leaaues or other
municipal-related committees, shall be reimbursed for travel. hotel and
related expenses for such Committee meetinas. which shall be in addition
to the $4.000 set forth above.
Section 2. Effective Date. That this Resolution shall become effective
immediately upon its adoption.
The foregoing Resolution was offered by Commissioner
, who moved its adoption. The motion was
seconded by Commissioner
and upon being put to a
vote, the vote was as follows:
Commissioner Arthur Berger
Commissioner Jay R. Beskin
Commissioner Manny Grossman
Commissioner Harry Holzberg
Commissioner Patricia Rogers-Libert
Vice Mayor Ken Cohen
Mayor Jeffrey M. Perlow
Resolution No. 2001-_
Page 2
PASSED AND ADOPTED this 24th day of September, 2001.
JEFFREY M. PERLOW, MAYOR
ATTEST:
TERESA M. SOROKA, CMC, CITY CLERK
APPROVED AS TO LEGAL SUFFICIENCY:
CITY ATTORNEY
2
CITY OF A VENTURA
FINANCE SUPPORT SERVICES DEPARTMENT
MEMORANDUM
FROM:
City Commission /
Eric M. Soroka, cr~ r
~~ilgOre, Finan S pport Services Director
TO:
BY:
DATE:
September 19, 2001
SUBJECT: Resolution Awarding Contract for Property and Liability Insurance
September 24'",2001 Agenda Item ~ I) .
Recommendation
It is recommended that the City Commission adopt the attached resolution which awards a
contract for property and liability insurance.
Backaround
Since the City's incorporation in November 1995, the City has been insured for property and
casualty insurance through the Florida Municipal Insurance Trust (FMIT). The Florida
Municipal Insurance Trust is a pooled insurance program sponsored by the Florida League of
Cities. Each year, city staff reviewed the coverages for adequacy, evaluated FMIT's
performance and other options available to the City. Although we were not dissatisfied with
FMIT, premium costs had escalated significantly over the past years (primarily due to
increased exposures) and we had been advised that a significant rate increase was projected
for the policy year beginning October 1, 2001. We therefore, decided to explore the
alternatives through the issuance of a formal Request for Sealed Bids covering the entire
spectrum of the City's insurance needs.
In order to assist with the process, the City hired IASC Public Entity Risk Management
Consulting (IASC) to perform an independent review of the City's exposures and to draft an
RFP for insurance to cover these exposures. IASC specializes in local government
insurance procurement, safety training and exposure control. The Request for Sealed Bids
was advertised in the Miami Herald on August 13th IASC distributed the bid document via
internet e-mail to the firms who write the various desired coverages.
Sealed bids were opened on September 14th at the Government Center. We received bids
from a total of four firms, two of which included only one coverage type. Mr. Kevin Regan of
IASC performed a detailed review of the bids and provided a written analysis. That analysis
is included as attachment 1.
Page (2)
Resolution Property & Liability Insurance
In summary, the proposal from FMIT and Risk Management Associates (RMA) were both for
a total package covering all exposures. Although there were some minor differences in
coverages, the two were considered equivalent as far as coverages, deductibles, familiarity
with local government operations and other criteria. Therefore, the primary comparison
became the premiums proposed by the two companies. The premium summary for FMIT
and RMA are included as the second page of the IASC Report. Based on premium and
coverage comparisons, Mr. Regan recommended that we continue coverage with FMIT. I
concur with his recommendation.
Although the end result of the bid process was to continue coverage with Florida Municipal
Insurance Trust, I believe the process was very beneficial to the City. First, we obtained
some concessions via premium discounts by going through the bid process. The net
difference in premiums between the renewal quotes received prior to the bid process and
those resulting from the bid is approximately $60,000. We also received the benefit of the
independent review by IASC which resulted in a better understanding of coverages by city
staff.
The total cost of the bid award is approximately the amount anticipated when we prepared
the 2001/02 budget. However, the amount for General Insurance included in the non-
operating department budget in account number 4501 is insufficient and the amount for
workers compensation included in each individual department is greater than will be needed.
Therefore, toward the end of the 2001/02 fiscal year, we may need to amend the budget to
reduce the operating department's workers compensation accounts and increase the non-
departmental general insurance account.
Based on the foregoing, I recommend approval of the resolution.
HMK/mn
RESOLUTION NO. 2001-_
A RESOLUTION OF THE CITY COMMISSION OF THE
CITY OF AVENTURA, FLORIDA, AWARDING A
CONTRACT FOR THE CITY'S PROPERTY AND LIABILITY
INSURANCE TO THE FLORIDA MUNICIPAL INSURANCE
TRUST; AUTHORIZING THE CITY MANAGER, ON
BEHALF OF SAID CITY, TO EXECUTE ASSOCIATED
CONTRACTS; AUTHORIZING THE CITY MANAGER TO
DO ALL THINGS NECESSARY TO CARRY OUT THE
AIMS OF THIS RESOLUTION; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, the City of Aventura requires insurance coverages for
comprehensive general liability, public officials errors and omissions, police
professional liability, automobile liability and physical damage, property, workers
compensation and other insurable risks; and
WHEREAS, the City has properly solicited and received requests for
sealed bids for the above insurance coverages; and
WHEREAS, the City's Consultant (Kevin Regan, IASC Public Entity Risk
Management Consulting) has reviewed the various proposals and, along with
City staff, recommends award of contract to Florida Municipal Insurance Trust;
and
WHEREAS, the City Commission, upon the recommendation of City slaff,
desires to award contract to Florida Municipal Insurance Trust.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF
THE CITY OF AVENTURA, FLORIDA, THAT:
Section1: The contract for property and liability insurance be awarded to
Florida Municipal Insurance Trust in accordance with the Request for Proposals
submitted by said company.
Section 2: The City Manager is hereby authorized to execute, on behalf
of the City, a contract by and between the parties embodying the terms,
conditions, specifications as set forth in the subject invitation, specifications,
proposal and requirements for property and liability insurance.
Section 3: The City Manager is hereby authorized and requested to take
all necessary and expedient action to carry out the aims of this Resolution.
Section 4: This Resolution shall become effective immediately upon its
adoption.
Resolution No. 2001-_
Page 3
The foregoing resolution was offered by Commissioner
who moved its adoption. The motion was seconded by Commissioner
and upon being put to a vote, the vote was as follows:
Commissioner Arthur Berger
Commissioner Jay R. Beskin
Commissioner Manny Grossman
Commissioner Harry Holzberg
Commissioner Patricia Rogers-Libert
Vice Mayor Ken Cohen
Mayor Jeffrey M. Perlow
PASSED AND ADOPTED THIS 24th day of September, 2001.
JEFFREY M. PERLOW, MAYOR
ATTEST:
TERESA M. SOROKA, CMC, CITY CLERK
APPROVED AS TO LEGAL SUFFICIENCY:
CITY ATTORNEY
Attachment 1
Page 1
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PuNic Fmil)' Ri\i~Hl1llllgr.!melll Clii/HI/lill;':
RFPIBid Summary Report
Date: Wednesday, September 19,2001
To: Harry M. Kilgore, Financial Support Services Director
From: Kevin M. Regan, Senior Consultant
Re: Review of Property and Liability Insurance - Competitive BidlRFP
This report concludes the process of seeking competitive bids for the renewal of the
above contracts, (Current Contact Term 10-01-2001 to 9-30-2002), Our objective was to
reduce cost or enhance the current program structure for the same or lower cost.
Specifications were based on a comprehensive public entity risk management survey,
conducted by my firm, which did identify uninsured and under insured exposures,
RFP packages were distributed to various insurance organizations after placing public
notices in the local newspaper. Recipients included all local agencies who expressed an
interest, and all recognized non-local "public entity' specialists organizations: RMA-
Coregis Ins. Co., AJ Gallagher and Co., Marsh USA; FLC-FMIT, PRM, and CERMA.
After bids were received, a program comparison was made (See Attached), It should be
noted that we reserved the right not to opt for the lowest bid on a pure price basis. The
terms and conditions of the RFP reserved all rights on behalf of The City of A ventura to
make a decision based on a nwnber of subjective parameters in addition to price.
It is the recommendation ofIASC Public Entity Consulting to remain with the Florida
Municipal Insurance Trust (FLC) program. This recommendation was made based on the
proven service record of the incwnbent service provider, the comprehensiveness of the
current program renewal, and the competitive pricing offered.
Minor recommendations can be made as respects safety and loss control, and additional
important coverages are available that would not impact cost dramatically (Under
$7,500). I will be happy to work with City staff to discuss these additional protective
measures.
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Bid Slim man
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Attachment 1
Page 2
('il\ (i 1'\ \ ,-'111 ur:i
Responding Bidder Proposals
(Alphabetical Order)
FI. Municipal Ins. Hunt Insurance McKinley Risk
Trust, Expiring Group Financial Management
Program 10-01-00 Services Associates/Bob
to 10-01-00 Hollander
General Liability 64004 163679
Automobile 67596 100170
Liability
Automobile 23630 Included
Physical Damage
Law Enforcement 103660 66566 Included
Liability
Public Officials 31725 60796
Liability
Fiduciary N/A N/A N/A N/A
Liability
Real Property 39341 28229
Personal Property Included Included
(Contents)
Loss of income Included Included
Boiler'Machinery 4330 1413
EDP 3889 Included
Mobile 4091 Included
Equipment
Unscheduled Included Included
Mobile
Equipment
Crime'Emp Dis., 1702 4989 I I 19
Bonds
Statutory AD&D
Workers 177435 217330
Compensation
Pollution N/A 3500
Fee
Total Premium $521,403 $66566 $4989 $576296
Attachment 1
Page 3
Item Fl. Municipal Hunt Insurance McKinley Financial Risk Management
Trust Group Services Associates'Bob
Hollander/Coregis
Carrier Rating Non Rated Non Rated AXV AXV
General Public Entity Liability
Gen. Liab BIIPD 5000000 5000000
Occurrence
Aggregate
Personal Injury 5000000 5000000
Law Enforcement Liab. Included 3000000 Included
Wrongful Acts 5000000 5,000,000/5,000,000
Fire Damage 250000 1,000.000
Medical N/A 5000
Liability Deductible -0- -0-
Audit Provision Auditable No Audit
Duty to Defend X X
Defense Cost Add'l to Limit X X
Prior Acts Ltd. Ltd
Employment Practice Liab. 5000000 5000000
EEOC Hearings 25000/75% X
Insured Legal 25000/75% X
Punitive Damages X
Back Pay awards X X
Discrimination X X
Contractual Liability X X
Public Officials Liability X X
Employee Benefits Liability X X
Failure to Supply X X
Intentional Acts X X
Attachment 1
Page 4
Inverse Condemnation X X
Medical Directors Liability X X
Water Craft Liability X X
Non Own'ct Water Craft X X
Railroad Protective Liability
Sexual Harassment X X
Sexual Molestation X X
Host Liquor Liability X X
Liquor Liability
Vicarious Liability X
Retro Date Wrongful Acts nla (Occ Form) 10-01
Form GL Occurrence Occurrence
Form Wrongful acts Occurrence Claims Made
Automobile Liability 5,000,000 5.000.000
PIP 10000 10000
HiredINon Owned 5000000 5000000
Uninsured Motorist 1000000
Garage Liability
Garage keepers Liability
Liability Deductible -0- 500
Auto Physical Damage -0-1$250 500
Professional Liability N/A N/A
Fiduciary Liability
Property
Real Property 13,182,046 13,182,046
Personal Property 510000 510000
(Contents)
Above Ground Piping Included Included
Account Receivables Included Included
Attachment I
Page 5
Ammonia Contamination Included Included
Commandeered Property Included Included
Communication Equipment Included Included
Debris Removal Included Included
Demolitionllnc Cont.Cost Included Included
Emergency Port Equipment Included Included
Extra Exp./Expediting Exp. Included Included
Fine Arts Included Included
Outdoor Property Included Included
Signs Included Included
Paved Surfaces on Premises Included Included
Preservation of Property Included Included
Builders Risk Included
Rental Value Included Included
Utility Interruption Included Included
Vacant Buildings Ltd. Ltd.
Valuable Papersl Records Included Included
Pollutant Cleanup/Removal 250000
Employee Personal Property Included 50000
Trees, Shrubs, Landscaping
Fire Department Svc, Chg. 25000 25000
Property Deductible 250 1000
Valuation BldglContents R1C R1C
Valuation Other ACV ACV
Newly Acquired Property Included Included
Excess NFlP Flood Included 1,000,000
Marine Structures Not covered Not covered
Property Not Covered
Aircraft X X
Dams X X
DitcheslCanals X X
Excavations X X
Attachment 1
Page 6
Underground Structures X X
Precious Metals/Furs X X
Land X X
Property Covered Elsewhere X X
Shipment By mail X X
Standing Timber'Crops X X
Wells X X
Exclusions
Mysterious Disappearance X X
Rain to Property in open X X
Excess Load on Machinery X X
Computer Error Damage X X
Earth Movement X X
Employee Crime X X
NuclearlRadiation X X
Shrinkage 'leakage X X
Venninllnsects X X
Ground Water Seepage X X
Wear and Tear X X
Construction Delay X X
War X X
Faulty PlanninglEngineering X X
Wrongful Acts X X
Auto Racing X X
Non Specific Pollution X X
NFlP Flood X X
Boiler and Machinery 2000000 13,182,046
Loss of income 250000 250000
EDP
Attachment 1
Page 7
Hardware 650000 650000
Software 300000 300000
Extra Expense 200000 250000
Mobile Equipment Included
Scheduled 55000 50000
Unscheduled 15000 25000
CrimelEmp Dishonesty Blanket
Blanket Employee 100000 100000 100000
Forgery' Alteration 100000 100000 100000
Computer Fraud 100000
Moneys and Securities 25000 25000 25000
Faithful Performance Included Included Included
Crime Deductible 100 250 500
Statutory AD&D
Workers Compensation I Mil Mil M IM/IMIlM
Deductible -0- -0-
Aviation
Airport Premises Liability
Hangar Keepers LL
Airport POL
Pollution
Products hazard 1000000/2000000
Pest/Herb. Spraying Included
Hostile Fire Included
Misc Misc'lIIegal Dumping Included
Use, Handling Storage Included
Cost
Attachment: 1
Page 8
Payrnent Plan Yes Yes
Fee $ $ $ $
Total Premium $521403 $66566 $4989 $576296
CITY OF AVENTURA
OFFICE OF THE CITY MANAGER
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT: Resolution Authorizing Execution of Development Agreement for the
Design and Construction of the Aventura Elementary Charter School
Facility
September 24, 2001 City Commission Meeting Agenda Item 3A
RECOMMENDATION
It is recommended that the City Commission authorize the execution of the
Development Agreement for the design and construction of the Aventura Elementary
Charter School Facility between the City and Charter Schoolhouse Developers, Inc.
(CSD).
BACKGROUND
Resolution No. 2001-50 selected the firm of Charter Schools USA, Inc. in association
with Charter Schoolhouse Developers, Inc. to design, build and operate and maintain a
charter elementary and authorized the City Manager to negotiate the terms and fees for
said services.
Attached is the Agreement that has been negotiated with Charter Schoolhouse
Developers, Inc. for the design and construction of the school. It is an extensive
agreement that incorporates the requirements contained in the RFP and the response
documents. The Agreement has been reviewed by the City Attorney's Office and Kathy
Wilbur.
The major points of the Agreement are as follows:
1. The respond documents filed in response to RFP #01-06-01-02 have
been incorporated in the document
Memo to City Commission
Page 2
2. Establishes a Schedule of Values (See Exhibit "AU).
3. Requires that a Temporary Certificate of Occupancy be acquired for the
school no later than July 1, 2003.
4. In the event the school is not completed in the time frame outlined in the
Agreement, liquidated damages of $5,000 / day will be assessed.
5. Establishes the Guaranteed Maximum Price at $5,075,000 for a 45,000
square foot facility including architect / engineering services, contract
administration and management and site improvements. In the event the
project is completed under the Guaranteed Maximum Price, the savings
will be split 75% (City) and 30% (CSD).
6. Requires that both the City and Charter Schools USA approve the final
design prior to commencement of construction.
7. Establishes requirements for payment and performance bonds and
insurance.
8. The Developer's fee for overhead and profit is $450,000.
9. The Agreement is contingent on the following:
a. Charter Schools USA executing the Planning Agreement.
b. The City obtaining a charter for the school from the Miami-Dade
School Board.
c. The City acquiring the Tempest property by April 30, 2002.
10. Allows for the termination by the City for convenience and without cause.
A preliminary site plan and school layout is attached. If you have any questions, please
contact me.
EMS/aca
Attachment
eeo 1 008-01
RESOLUTION NO. 2001-_
A RESOLUTION OF THE CITY COMMISSION OF THE
CITY OF AVENTURA, FLORIDA, AUTHORIZING THE CITY
MANAGER TO EXECUTE THE ATTACHED
DEVELOPMENT AGREEMENT FOR THE DESIGN AND
CONSTRUCTION OF THE AVENTURA CHARTER
ELEMENTARY SCHOOL FACILITY BETWEEN THE CITY
OF AVENTURA AND CHARTER SCHOOLHOUSE
DEVELOPERS, INC.; AUTHORIZING THE CITY
MANAGER TO DO ALL THINGS NECESSARY TO CARRY
OUT THE AIMS OF THIS RESOLUTION; AND PROVIDING
AN EFFECTIVE DATE.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF AVENTURA, FLORIDA, THAT:
Section 1.
The City Manager is hereby authorized to execute the attached
Development Agreement for the design and construction of the Aventura Charter
Elementary School facility between the City of Aventura and Charter Schoolhouse
Developers, Inc.
Section 2. The City Manager is authorized to do all things necessary to carry
out the aims of this resolution.
Section 3. This Resolution shall become effective immediately upon its
adoption.
The foregoing Resolution was offered by Commissioner
who moved its adoption. The motion was seconded by Commissioner
and upon being put to a vote, the vote was as follows:
Commissioner Arthur Berger
Commissioner Jay R. Beskin
Commissioner Manny Grossman
Commissioner Harry Holzberg
Commissioner Patricia Rogers-Libert
Vice Mayor Ken Cohen
Mayor Jeffrey M. Perlow
Resolution No. 2001-_
Page 2
PASSED AND ADOPTED this 24h day of September, 2001.
JEFFREY M. PERLOW, MAYOR
ATTEST:
TERESA M. SOROKA, CMC, CITY CLERK
APPROVED AS TO LEGAL SUFFICIENCY:
CITY ATTORNEY
,
Proposed Site Plan
School & Community/Recreational Center
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Aventura Chaner Elementary School
City of Aventura
Appendix. - Exhibit 8
Page]
I"Drajl
DEVELOPMENT AGREEMENT FOR THE DESIGN AND
CONSTRUCTION OF THE AVENTURA ELEMENTARY CHARTER
SCHOOL FACILITY
between
CHARTER SCHOOLHOUSE DEVELOPERS, INC.
and
THE CITY OF AVENTURA
For
AVENTURA CHARTER ELEMENTARY SCHOOL
Table of Contents
Articles Paae
ARTICLE 1- DEFINITIONS 2
ARTICLE 2 - CONTRACT DOCUMENTS 3
ARTICLE 3 -SCOPE OF WORK 6
ARTICLE 4 - CONTRACT TIME 6
ARTICLE 5 -CONTRACT SUM 7
ARTICLE 6 DEVELOPER'S RESPONSIBILITIES 7
ARTICLE 7 -CITY'S RESPONSIBILITIES 14
ARTICLE 8 CITY MANAGER'S RESPONSIBILITIES 14
ARTICLE 9 -BONDS AND INSURANCE 15
ARTICLE 10 - WARRANTIES; TESTS AND INSPECTIONS:
CORRECTION OF DEFECTIVE WORK 19
ARTICLE 11- CHANGE OF CONTRACT TIME 22
ARTICLE 12 - COST OF WORK 22
ARTICLE 13 -PAYMENTS TO DEVELOPER AND COMPLETION OF WORK 23
ARTICLE 14. TERMINATION OF THE AGREEMENT 26
ARTICLE 15 - NOTICE, COMPUTATION OF TIME 28
ARTICLE 16 - MISCELLANEOUS 29
ARTICLE 17 - ASSIGNMENT 30
ARTICLE 18 - PLANNING AGREEMENT 30
ARTICLE 19 - ACQUISITION OF SCHOOL SITE 30
ARTICLE 20- SPECIFIC PERFORMANCE 31
ARTICLE 21- HAZARDOUS SUBSTANCES 31
DEVELOPMENT AGREEMENT FOR THE DESIGN AND CONSTRUCTION OF THE
AVENTURA ELEMENTARY CHARTER SCHOOL FACILITY
THIS AGREEMENT, made and entered into the _day of _2001 by and
between:
CITY OF AVENTURA,
a Florida municipal corporation
19200 West Country Club Drive
Aventura, Florida 33180
(hereinafter referred to as "CITY")
AND
CHARTER SCHOOLHOUSE DEVELOPERS, INC.
1500 San Remo Avenue
Suite 420
Coral Gables, Florida 33146
(hereinafter referred to as "DEVELOPER")
WHEREAS, the CITY issued RFP #01-06-01-2 to design, build, operate and
maintain a Charter Elementary School for the City of Aventura at the site currently
known as the Tempest Parcel, at 3333 N. E. 188th Street, Aventura, Florida hereinafter
referred to as "Site"; and
WHEREAS, after extensive review of the submittal by City staff, staff
recommended that Charter Schools USA, Inc., in association with Charter Schoolhouse
Developers, Inc., be selected to design, build, operate and maintain a Charter
Elementary School for the City of Aventura; hereinafter referred to as "Facility"; and
WHEREAS, Charter Schools USA, Inc., has partnered with Charter Schoolhouse
Developers, Inc., for the design and development of the Facility; and
WHEREAS, Charter Schoolhouse Developers, Inc., has developed a team which
includes the firm of Wolfberg Alvarez and Partners who have a unique level of expertise
in the design of school projects and insuring the integrity of designs of school
throughout the State of Florida; and
WHEREAS, at the July 3, 2001, City Commission meeting, the Commission
approved a Resolution selecting the firm of Charter Schools USA, Inc., in association
with Charter Schoolhouse Developers, Inc., to design, build. operate and maintain a
Charter Elementary School for the City of Aventura and authorizing the City Manager to
negotiate the terms and fees and finalize agreements necessary to implement said
Resolution.
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WHEREAS, it is in the best interests of the CITY to enter into a Development
Agreement (hereinafter referred to as "Agreement") with Charter Schoolhouse
Developers, Inc., to design and construct the Facility; now, therefore,
IN CONSIDERATION of the mutual covenants and undertakings and other good
and valuable consideration the receipt and sufficiency of which is hereby acknowledged,
the parties do mutually covenant and agree as follows:
ARTICLE 1- DEFINITIONS
Wherever used in this Agreement or in the other Contract Documents the
following terms have the meanings indicated which are applicable to both the singular
and plural thereof:
1.1 Aareement - The written agreement between CITY and DEVELOPER covering
the Work to be performed including other Contract Documents that are attached
to the Agreement or made a part thereof.
1.2 CITY - The City of Aventura with whom DEVELOPER has entered into the
Agreement and for whom the Work is to be provided.
1.3 City Manaaer - The City Manager or his designee (hereinafter referred to as
"Manager") of the City of Aventura, who has the authority on behalf of the CITY
to grant or deny approvals, conduct reviews and inspections, and perform the
CITY's responsibilities required by this Agreement
1.4 Contract Documents - The Contract Documents consist of the Agreement, the
Schedule of Values, the Plans and Specifications, Non-Collusive Affidavit, Public
Entity Crimes Form, Notice to Proceed, Certificate(s) of Insurance, Payment and
Performance Bonds, all applicable provisions of State, Federal or local law
(incorporated herein by reference), including the State Requirements for Public
Educational Facilities Construction and the State Requirements for Educational
Facilities (hereinafter referred to as "SREF"), and as may be incorporated into
the new Florida Building Code, the response to RFP #01-06-01-02, Design,
Build, Operate and Maintain Charter Elementary School as submitted by Charter
Schools USA, Inc, and DEVELOPER dated June 1, 2001 (the "RFP Response"),
and any additional documents which are required to be submitted under the
Agreement, and all amendments, modifications and supplements issued on or
after the effective date of the Agreement
1.5 Defective - An adjective which when modifying the Work refers to Work that is
unsatisfactory, faulty or deficient, or does not conform to the Contract
Documents, or does not meet the requirements of any inspection, reference
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standard, test or approval referred to in the Contract Documents, or has been
damaged prior to final payment
1.6 DEVELOPER - Charter Schoolhouse Developers, Inc., having responsibility for
the design and construction of the facility.
1.7 Drawinas -The drawings which show the character and scope of the Work to be
performed and which are referred to in the Contract Documents.
1.8 Effective Date of the Aareement - The date indicated in the Agreement on
which it becomes effective, but if no such date is indicated it means the date on
which the Agreement is signed and delivered by the last of the two parties to sign
and deliver.
1.9 Notice to Proceed -A written notice given by CITY to DEVELOPER fixing the
date on which the DEVELOPER shall have access to the Site for the purpose of
completing the construction in accordance with this Agreement
1.10 Sub-contractor - An individual, firm or corporation having a direct Contract with
DEVELOPER or with any other Sub-contractor for the performance of a part of
the Work at the site.
1.11 Work - Work is the result of performing services, specifically, including but not
limited to, professional design services and construction, furnishing labor,
equipment and materials incorporated, used or incorporated in the design and
construction of the entire project as required by the Contract Documents.
1.12 Written Amendment - A written amendment of the Agreement and/or the
Contract Documents, signed by CITY and DEVELOPER on or after the Effective
Date of the Agreement and normally dealing with the non-engineering, non-
architectural, or non-technical aspects, rather than strictly Work related aspects.
of the Contract Documents.
ARTICLE 2 - CONTRACT DOCUMENTS
2.1 Enumeration of Contract Documents:
2.1.1 The Contract Documents which comprise the entire agreement between
CITY and DEVELOPER are attached or incorporated by reference and made a
part of this Agreement hereof and consist of the following:
(1) This Agreement (pages 1 to 34, inclusive).
(2) Schedule of Values, attached hereto and incorporated herein as Exhibit
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"A" to this Agreement.
(3) Construction performance bond, consisting of _pages.
(4) Construction payment bond, consisting of _pages.
(5) Insurance certificate, consisting of _page.
(6) Notice to Proceed.
(7) All applicable provisions of State, Federal or local law (incorporated herein
by reference), including the State Uniform Building Code for Public
Educational Facilities Construction and SREF, and as may be
incorporated into the new Florida Building Code.
(8) Plans and Specifications.
(9) Non-Collusive Affidavit
(10) Public Entity Crimes Form
(11) The RFP Response
(12) Any modification duly delivered after execution of Agreement.
2.2 Entire Agreement:
The Contract Documents comprise the entire Agreement between CITY and
DEVELOPER concerning the Work. The Contract Documents are complementary; what
is called for by one is as binding as if called for by all. The Contract Documents will be
construed in accordance with the law of the State of Florida.
2.3 Intent:
2.3.1 It is the intent of this Agreement to provide for the requirements of the
DEVELOPER to design and construct the Facility in accordance with the RFP
Response, hereby incorporated by reference as one of the Contract Documents, and to
meet the requirements of the Charter School application and contract to be approved by
the School Board of Miami-Dade County and to complete the Facility on or before the
commencement of the 2003 School Year.
2.3.2 It is the intent of the Contract Documents to describe a functionally
complete Facility consisting of total design performed by design professional and
construction to be completed in accordance with the Contract Documents. Any Work,
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materials or equipment that may reasonably be inferred from the Contract Documents
as being required to produce the intended result will be supplied whether or not
specifically called for. When words which have a well known technical or trade meaning
are used to describe Work, materials or equipment, such words shall be interpreted in
accordance with that meaning. Reference to standard specifications, manuals or codes
of any technical society, organization or association, or to the laws or regulations of any
governmental authority, whether such reference be specific or by implication, shall
mean the latest standard specification, manual, code or laws or regulations in effect at
the time of contract award, except as may be otherwise specifically stated. However, no
provision of any referenced standard specification, manual or code (whether or not
specifically incorporated by reference in the Contract Documents) shall be effective to
change the duties and responsibilities of CITY, DEVELOPER, or any of their
consultants, agents or employees from those set forth in the Contract Documents.
2.3.3 The DEVELOPER acknowledges that the School Board has indicated it will waive
4% of its typical 5% administrative fee, where charter schools are constructed under
certain conditions, including that the charter school be constructed in accordance with
SREF. It is the intent of this Agreement and the Contract Documents to provide for the
DEVELOPER and the DEVELOPER's architect to work diligently with the CITY and
Charter Schools, USA, Inc., and, insofar as is possible within the approximate 45,000
square feet proposed in the RFP Response, design and construct the Facility in
accordance with the requirements mandated by the State Uniform Building Code for
Public Educational Facilities Construction and SREF (and as may be incorporated in the
new Florida Building Code), including all life/safety mandates and mandates resulting
from the specified educational program. SREF compliancy shall be demonstrated by the
DEVELOPER obtaining signotf/certification by one of the School Board's Educational
Facilities Compliance Officers/Uniform Building Code Inspector (EFCO/UBCI) firms that
the Facility is SREF-compliant.
2.4 Representation of DEVELOPER:
Execution of the Agreement by the DEVELOPER is a representation that
DEVELOPER has visited the Site and become familiar with the local conditions under
which the Work is to be performed. If conditions are encountered at the site which are
(1) subsurface or otherwise concealed physical conditions which differ materially from
those indicated in the Contract Documents or (2) unknown physical conditions of an
unusual nature, which differ materially from those ordinarily found to exist and generally
recognized as inherent in construction activities of the character provided for in the
Contract Documents, then written notice by the DEVELOPER shall be given to the CITY
promptly before such conditions are disturbed. If the conditions differ materially from
those indicated in the Contract Documents and were not known to the DEVELOPER at
the time this Agreement was executed, and cause a material increase or decrease in
the DEVELOPER's cost of, or time required for, performance of any part of the Work, an
equitable adjustment in the Contract Sum or Contract Time, or both, will be made.
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2.5 Before Commencing Operations:
Before undertaking each part of the Work, DEVELOPER shall carefully study and
compare the Contract Documents and check and verify pertinent figures shown thereon.
DEVELOPER shall promptly report in writing to CITY any conflict, error or discrepancy
which DEVELOPER may discover and shall obtain a written interpretation or
clarification from the CITY MANAGER before proceeding with any Work affected
thereby. If the DEVELOPER performs any construction activity knowing it involves a
recognized conflict, error, or discrepancy without such notice, the DEVELOPER shall
assume responsibility for such performance and shall bear the attributable costs for
correction.
ARTICLE 3 -SCOPE OF WORK
3.1 DEVELOPER shall provide all labor, services and materials necessary to design,
construct and complete the Facility pursuant to the requirements of this Agreement,
Contract Documents and as generally defined in the RFP Response and as further
defined by the approved construction documents. In the event of conflict between the
RFP Response and this Agreement, this Agreement shall prevail.
ARTICLE 4 - CONTRACT TIME
4.1 TIME IS OF THE ESSENCE OF THIS AGREEMENT. DEVELOPER
acknowledges that time is of the essence in the completion of this project. The
construction to be performed under this Agreement shall be commenced upon
hotification from the CITY that the CITY has acquired ownership of the Site and as
specified in the Notice to Proceed. In addition, DEVELOPER acknowledges and agrees
that Facility must be substantially completed so that it is available for operation for the
commencement of the 2003 School Year pursuant to the requirements of Paragraph 4.3
of this Agreement
4.2 The DEVELOPER further agrees that all Work under this Agreement shall be
prosecuted regularly, diligently and uninterrupted at such rate of progress as will ensure
full completion thereof within the time specified. Failure to achieve timely, substantial
and/or final completion shall be regarded as a materia! breach of this Agreement and
subject to the appropriate remedies.
4.3 DEVELOPER acknowledges and agrees that there must be at least a temporary
certificate of occupancy issued for the Facility, pursuant to the requirements of the
Florida Building Code, no later than July 1,2003, to ensure that the Facility is ready for
the commencement of the 2003 School Year. Should CITY determine that the Facility
will not be available for occupancy on or before July 1, 2003, DEVELOPER agrees to
comply with the provisions of Section 11.1.2 of this Agreement Upon the issuance of a
temporary certificate of occupancy for the Facility, DEVELOPER agrees to proceed
diligently and with all deliberate speed, to complete any Work remaining under this
Agreement, such that a permanent certificate of occupancy is issued within the
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timeframes prescribed by law.
ARTICLE 5 -CONTRACT SUM
5.1 CITY shall pay DEVELOPER in current funds as full compensation for the
performance of all the Work a guaranteed maximum price of Five million and seventy
five thousand and 00/100 dollars ($5,075,000.00). This guaranteed maximum price shall
include but not be limited to the following:
Architect/Engineering;
Contract Administration and Management;
Construction of a 45,000 s.f. Charter Elementary School;
Site improvements.
5.2 CITY and DEVELOPER acknowledge that there is the guaranteed maximum (GMP)
price of Five million and seventy five thousand and 00/100 dollars ($5,075,000.00);
however, should the CITY request a change in the scope of Work in writing which would
cause an increase in the contract sum, the CITY shall be responsible for said increase
in costs. Any and all changes to the scope of Work shall be done to maintain the
integrity of an operational charter school which meets the requirements of the Charter
School application and contract to be approved by The School Board of Miami-Dade
County and the applicable state statutes.
ARTICLE 6 DEVELOPER'S RESPONSIBILITIES
6.1 Design Responsibilities:
6.1.1 DEVELOPER shall determine the general scope, extent and character of
the Work, in compliance with the Contract Documents. and shall delineate any
functions or work to be performed by Charter Schools USA, Inc., DEVELOPER
shall submit preliminary design documents to CITY and Charter Schools USA,
Inc., for review and authorization to proceed with the final design preparation.
DEVELOPER shall incorporate CITY's and Charter Schools USA, Inc.,
comments into the design documents and prepare final construction documents
and diagrams setting forth in detail the requirements for construction of the Work
and submit the same to CITY and Charter Schools USA, Inc., for approval prior
to commencing construction of the Work. All final design documents, plans,
reports, studies and other data prepared by DEVELOPER shall bear the
endorsement of a person in the full employ of DEVELOPER or sub-contractor
and duly registered in the appropriate professional category. It shall be the
DEVELOPER's responsibility to provide the CITY with documentation that
Charter Schools USA, Inc., has authorized and approved all design and
construction documents.
6.1.2 After Charter Schools USA, Inc., and CITY'S acceptance of the final
construction documents, the original set of DEVELOPER'S final construction
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documents shall be provided to CITY along with two (2) record sets of full size
prints. DEVELOPER or its sub-contractor shall signify, by affixing an
endorsement (seal/signature, as appropriate) on every sheet of the record set,
that the Work shown on the endorsed sheets was produced by DEVELOPER
Upon approval of the final construction documents, CITY shall issue a written
authorization to commence construction.
6.1.3 All tracings, plans, drawings, diagrams, specifications, maps, reports and
other design documents prepared or obtained under this Agreement shall be
considered works made for hire and shall become the property of CITY without
restriction or limitation on their use for this project pursuant to the requirements
of this Agreement. However, if the documents are modified in any manner by the
CITY without the approval of DEVELOPER or DEVELOPER's architect, CITY's
use of the documents are at CITY's sole risk.
6.1.4 All services shall be performed by DEVELOPER to the satisfaction of
CITY who, upon making a determination of acceptance or satisfaction shall
utilize approved professional standards. City Manager, or his designee, shall
decide all questions, and disputes of any nature whatsoever that may arise by
reason of the execution of this Agreement and the prosecution and fulfillment of
the services hereunder.
6.1.5 Design shall be performed by qualified architects, engineers and other
professionals duly licensed by the State of Florida and holding current
certificates of registration under the laws of the State of Florida to practice
architectural and/or engineering and who are selected and paid by the
DEVELOPER
6.2 Liability for use of Work for Intended Purpose:
As an inducement for CITY to enter into this Agreement, DEVELOPER has
represented an expertise in designing and constructing charter schools. In reliance
upon those representations, CITY hired DEVELOPER to provide professional design
services and complete construction services. DEVELOPER shall be liable for any
defective or negligent design, whether patent or latent, and/or any negligence, strict
liability or breach of other legal duty as such may be found by a court of competent
jurisdiction.
6.3 Supervision and Superintendence:
DEVELOPER shall supervise and direct the Work competently and efficiently,
devoting such attention thereto and applying DEVELOPER'S best skill, attention and
expertise. DEVELOPER shall be solely responsible for and have control over the
means, methods, techniques, sequences and procedures of construction. DEVELOPER
shall be responsible to see that the finished Work complies accurately with the Contract
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Documents, and approved final construction documents. CITY shall have the authority
to reject Work that does not comply with the Contract Documents.
6.4 Resident Superintendent
DEVELOPER shall keep on the Work at all times during its progress a competent
resident superintendent and any necessary assistants who shall not be replaced without
written notice to CITY unless the superintendent proves to be unsatisfactory to
DEVELOPER and ceases to be in his employ.
6.5 Labor:
6.5.1 Construction services shall be performed by qualified construction
contractor licensed to do business in the State of Florida and suppliers, selected
and paid by the DEVELOPER
6.5.2 DEVELOPER shall provide and pay for competent, suitably qualified
personnel to perform the Work as required by the Contract Documents.
DEVELOPER shall not permit employment of unfit persons or persons not skilled
in tasks assigned to them. DEVELOPER shall at all times maintain good
discipline and order at the Site. Except in connection with the safety or protection
of persons or the Work or property at the Site or adjacent thereto, and except as
otherwise indicated in the Contract Documents, all Work at the Facility which is
exterior to the Facility, i.e., roofing, HVAC installations, any and all external
structure renovations, shall be performed during the hours of 7:00 am. and 6:00
p.m., unless otherwise approved by CITY.
6.6 Materials:
6.6.1 Unless otherwise specified herein, DEVELOPER shall furnish, pay for and
assume full responsibility for all materials, equipment, transportation, machinery,
tools, appliances, water, heat, utilities and all other facilities and services
necessary for the furnishing, performance, testing, start-up and proper
completion of the Work.
6.6.2 DEVELOPER warrants that all materials and equipment shall be of good
quality and new, unless otherwise provided in the Contract Documents and that
the construction will be free from defects whether patent or latent in nature. All
materials and equipment shall be applied, installed, connected, erected, used,
cleaned and conditioned in accordance with the instructions of the applicable
Supplier except as otherwise provided in the Contract Documents.
6.7 Concerning Subo(;ontractors, Suppliers and Others:
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6.7.1 Prior to the commencement of any specific Work hereunder, and prior to
award of any subcontracts, DEVELOPER shall furnish, in writing to CITY, the
names of persons or entities (including those who are to furnish materials or
equipment fabricated to a special design) proposed for each principal portion of
the Work. CITY shall advise DEVELOPER, in writing, of any proposed person or
entity to which CITY has a reasonable objection. Failure of CITY to reply
promptly shall constitute notice of no reasonable objection. DEVELOPER shall
not contract with a proposed person or entity to whom CITY has made a
reasonable and timely objection. If CITY has reasonable objection to a person or
entity proposed by DEVELOPER, DEVELOPER shall propose another to whom
CITY has no reasonable objection. DEVELOPER shall not change a sub-
contractor, person or entity previously selected if CITY makes reasonable
objection to such change.
6.7.2 DEVELOPER shall be fully responsible to CITY for all acts and omissions
of the DEVELOPER'S employees, Sub-contractors, Suppliers and other persons
directly or indirectly employed by his Sub-contractors, suppliers and of persons
for whose acts any of them may be liable and any other persons and
organizations performing or furnishing of the Work under a direct or indirect
Contract with DEVELOPER Nothing in the Contract Documents shall create any
Contractual relationship between CITY and any such Sub-contractor, supplier or
other person or organization, nor shall it create any obligation on the part of CITY
to payor to see to the payment of any moneys due any such Sub-contractor,
supplier or other person or organization except as may otherwise be required by
laws and regulations.
6.7.3 All Work performed for DEVELOPER by a Sub-contractor will be pursuant
to an appropriate agreement between DEVELOPER and the Subcontractor
which specifically binds the Sub-contractor to the applicable terms and conditions
of the Contract Documents for the benefit of CITY.
6.7.4 Developer shall provide Charter Schools USA with access to the site and
work at reasonable times for the installation of all furniture and equipment
needed to operate the charter school. It is understood that Charter Schools USA
will be responsible for ensuring that any and all damage caused by such
installation shall be corrected by Charter Schools USA, without affecting the
contract time. Should the correction of any damage affect the ability of the
Developer to obtain a Certificate of Occupancy, then Charter Schools USA will
assume the requirements of section 11.1.2.
6.8 Patent Fees and Royalties:
DEVELOPER shall pay all license fees and royalties and assume all costs
incident to the use in the performance of the Work or the incorporation in the Work of
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any invention, design, process. product or device which is the subject of patent rights or
copyrights held by others.
6.9 Permits:
DEVELOPER shall obtain all necessary approvals and pay for all permits and
licenses. DEVELOPER shall pay all governmental charges and inspection fees
necessary with the exception that municipal permit and inspection fees related to this
Agreement shall be waived, to the extent allowed.
6.10 Laws and Regulations:
DEVELOPER, including all of DEVELOPER"S services and the Work, shall
comply with and give all notices required by laws, ordinances, rules, regulations and
lawful orders of public authorities applicable to the performance of the Work. CITY shall
not be responsible for monitoring DEVELOPER'S compliance with any laws and
regulations. DEVELOPER shall promptly notify CITY if the Contract Documents are
observed by DEVELOPER to be at variance therewith. In the event of such variance,
DEVELOPER, at its cost and expense shall revise the Contract Documents to comply
with such laws, and correct those portions of the Work, if any, constructed pursuant to
the non-compliant Construction Documents.
6.11 Risk of Loss; Title:
The risk of loss, injury or destruction shall be on DEVELOPER until acceptance
of the Work by CITY. Title to the Work shall pass to CITY upon acceptance of the Work
by CITY.
6.12 Taxes:
DEVELOPER shall pay all sales, consumer, use and all other taxes required to
be paid in connection with the Work in accordance with the laws and regulations of the
State of Florida and its political subdivisions. DEVELOPER is responsible for reviewing
the pertinent state statutes involving such taxes and complying with all requirements.
6.13 Use of Premises:
6.13.1 DEVELOPER shall confine equipment, the storage of materials and
equipment and the operations of workers to the Site and areas identified in and
permitted by the Contract Documents and shall not unreasonably encumber the
Site with equipment or other materials. DEVELOPER shall assume full
responsibility for any damage to any such land or area, or to the owner or
occupant thereof or of any land or areas contiguous thereto, resulting from the
performance of the Work. Should any claim be made against CITY by any such
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owner or occupant because of the performance of the Work, DEVELOPER shall
promptly attempt to settle with such other party by agreement or otherwise
resolve the claim. The general indemnification provided elsewhere in this
Agreemen! specifically applies to the foregoing claims arising out of
DEVELOPER's use of the Site.
6.13.2 During the progress of the Work, DEVELOPER shall keep the Site free
from accumulations of waste materials, rubbish and other debris resulting from
the Work. At the completion of the Work. DEVELOPER shall remove all waste
materials, rubbish and debris from and about the Site, as well as all tools,
appliances, equipment and machinery, and surplus materials, and shall leave the
Site clean and ready for occupancy by CITY. DEVELOPER shall restore to
original condition all property not designated for alteration by the Contract
Documents.
6.13.3 DEVELOPER shall not load nor permit any part of any structure to be
loaded in any manner that will endanger the structure, nor shall DEVELOPER
subject any part of the Work or adjacent property to stresses or pressures that
will endanger it
6.14 Access to Work:
DEVELOPER shall provide CITY, CITY's consultants, representatives and
personnel, Charter Schools USA, Inc., personnel, independent testing laboratories and
governmental agencies with jurisdictional interests with access to the Site and Work at
reasonable times for their observation, inspection and testing. DEVELOPER shall
provide them proper and safe conditions for such access and advise them of
DEVELOPER's site safety procedures and programs so that they may comply
therewith.
6.15 Safety and Protection:
6.15.1 DEVELOPER shall be responsible for initiating, maintaining and
supervising all safety precautions and programs in connection with the Work to
prevent damage, injury or loss to all employees on the WGFk Site and other
persons and organizations who may be affected thereby; all the Work and
materials and equipment to be incorporated therein, whether in storage on or off
the Site; and other property at the Site or adjacent thereto.
6.15.2 DEVELOPER shall comply with all applicable laws and regulations of
any public body having jurisdiction for the safety of persons or property or to
protect them from damage, injury or loss.
6.16 Indemnification:
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6.16.1 GENERAL INDEMNIFICATION: The parties agree that one percent
(1%) of the total compensation paid to DEVELOPER for the Work of the
Agreement shall constitute specific consideration to DEVELOPER for the
indemnification to be provided under the Agreement To the fullest extent
permitted by laws and regulations, DEVELOPER shall indemnify, defend, save
and hold harmless the CITY, its officers, agents and employees, from or on
account of all claims, damages, losses, liabilities and expenses, direct, indirect or
consequential including but not limited to fees and charges of engineers,
architects, attorneys, consultants and other professionals and court and
arbitration costs arising out of or alleged to have arisen out of or in consequence
of the performance of the Work of this Agreement. Such indemnification shall
specifically include but not be limited to claims, damages, losses, liabilities and
expenses arising out of or from (a) the negligent or defective design of the
project and Work of this Agreement; (b) any act, omission or default of
DEVELOPER and/or his sub-contractors, agents, servants or employees; (c) any
and all bodily injuries, sickness, disease or death; (d) injury to or destruction of
tangible property, including the loss of use resulting therefrom; (e) other such
damages, liabilities, or losses received or sustained by any person or persons
during or on account of any operations connected with the construction of this
project including the warranty period; (f ) the use of any improper materials; (g)
any construction defect including both patent and latent defects; (h) failure to
timely complete the Work in the time specified in this Agreement; (i) the violation
of any federal, state, county or city laws, by-laws, ordinances or regulations by
DEVELOPER, his sub-contractors, agents, servants, independent contractors or
employees; U) the breach or alleged breach by DEVELOPER of any term of the
Agreement, including the breach or alleged breach of any warranty or guarantee.
The CITY shall be responsible for its own gross negligence or willful misconduct
of its agents, servants, or employees.
6.16.2 PATENT AND COPYRIGHT INDEMNIFICATION: DEVELOPER agrees
to indemnify, defend, save and hold harmless the CITY, its officers, agents and
employees, from all damages, liabilities, losses, claims, fines and fees, and from
any and all suits and actions of every name and description that may be brought
against CITY, its officers, agents and employees, on account of any claims, fees,
royalties, or costs for any invention or patent and/or for the infringement of any
and all copyrights or patent rights claimed by any person, firm, or corporation
arising from this Agreement.
6.16.3 DEVELOPER shall pay all claims, losses, liens, settlements or
judgments of any nature whatsoever in connection with the foregoing
indemnifications including, but not limited to, reasonable attorney s fees and
costs at both the trial and appellate levels.
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6.16.4 DEVELOPER reserves the right to select its own legal counsel, subject
to mutual agreement of the parties, to conduct any defense in any such
proceeding and all costs and fees associated therewith including any costs or
fees of an appeal shall be the responsibility of DEVELOPER under the
indemnification agreement Nothing contained herein is intended nor shall it be
construed to waive CITY's rights and immunities under the common law or
Florida Statute 768.28 as amended from time to time. This obligation shall not be
construed to negate, abridge, or otherwise reduce any other right or obligation of
indemnity which would otherwise exist as to any party described in this
Paragraph and its subparts.
6.17 Survival of Obligations:
All representations, indemnifications, warranties and guarantees made in,
required by, or given in accordance with this Agreement, as well as all continuing
obligations indicated in the Contract Documents, shall survive final payment, completion
and acceptance of the Work and termination or completion of the Agreement
6.18 Correction or Removal of Defective Work:
If required by CITY, DEVELOPER shall promptly, as directed, either correct all
defective Work, whether or not fabricated, installed or completed, or, if the Work has
been rejected by CITY, remove it from the site and replace it with non-defective Work.
DEVELOPER shall bear all direct, indirect and consequential costs of such correction or
removal (including but not limited to fees and charges of engineers, architects, attorneys
and other professionals) made necessary thereby.
ARTICLE 7 -CITY'S RESPONSIBILITIES
7.1 CITY shall furnish data required of CITY under the Contract Documents promptly.
7.2 CITY acknowledges that all plan reviews, inspections and required approvals shall
be expedited.
7.3 If the Work, or any portion thereof, is defective, or DEVELOPER fails to supply
sufficient skilled workers or suitable materials or equipment, or fails to furnish or perform
the Work in such a way that the completed Work will conform to the Contract
Documents, CITY may order DEVELOPER to stop the Work, or any portion thereof,
until the cause for such order has been eliminated; however, this right of CITY to stop
the Work shall not give rise to any duty on the part of CITY to exercise this right for the
benefit of DEVELOPER or any other party.
ARTICLE 8 CITY MANAGER'S RESPONSIBILITIES
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8.1 The Manager will be CITY'S representative during the development and
construction period and until final payment is due to DEVELOPER
8.2 Visits to Site:
The Manager will make visits to the Site at intervals appropriate to the various
stages of construction to observe the progress and quality of the executed Work and to
determine, in general, if the Work is proceeding in accordance with the Contract
Documents. The Manager's efforts will be directed toward providing for CITY a greater
degree of confidence that the completed Work will conform to the Contract Documents.
On the basis of such visits and on-site inspections, the Manager shall keep CITY
informed of the progress of the Work.
8.3 Rejecting Defective Work:
The Manager will have the authority to disapprove or reject Work which Manager
believes to be defective, and will also have authority to require special inspections or
testing of the Work whether or not the Work is fabricated, installed or completed without
causing unreasonable delay.
ARTICLE 9 -BONDS AND INSURANCE
9.1 Payment and Perfonnance Bonds:
9.1.1 Within fifteen (15) calendar days after Notice to Proceed and in any
event prior to commencing Work, the DEVELOPER shall furnish to CITY a
performance bond and a payment bond, each written by a corporate surety,
having a resident agent in the State of Florida and having been in business with
a record of successful continuous operation for at least five (5) years. The surety
shall hold a current certificate of authority from the Secretary of Treasury of the
United States as an acceptable surety on federal bonds in accordance with
United States Department of Treasury Circular No. 570. If the amount of the
Bond exceeds the underwriting limitation set forth in the circular, in order to
qualify, the net retention of the surety company shall not exceed the underwriting
limitation in the circular and the excess risks must be protected by coinsurance,
reinsurance, or other methods, in accordance with Treasury Circular 297, revised
September 1, 1978 (31 DFR, Section 223.10, Section 223.11). Further, the
surety company shall provide CITY with evidence satisfactory to CITY, that such
excess risk has been protected in an acceptable manner. The surety company
shall have at least the following minimum qualification in accordance with the
latest edition of AM. Best's Insurance Guide, published by Alfred M. Best
Company, Inc., Ambest Road, Oldwick, New Jersey 08858: B+ to A+.
9.1.2 Two (2) separate bonds are required and both must be approved by the
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CITY. The penal sum stated in each bond shall be the amount equal to the total
amount payable under the terms of the Agreement. The performance bond shall
be conditioned that the DEVELOPER or sub-contractor perform the Agreement
in the time and manner prescribed in the Agreement. The payment bond shall be
conditioned that the DEVELOPER or sub-contractor promptly make payments to
all persons who supply the DEVELOPER or sub-contractor with labor, materials
and supplies used directly or indirectly by the DEVELOPER or sub-contractor in
the prosecution of the Work provided for in the Agreement and shall provide that
the surety shall pay the same in the amount not exceeding the sum provided in
such bonds, together with interest at the maximum rate allowed by law; and that
they shall indemnify and save harmless the CITY to the extent of any and all
payments in connection with the carrying out of said Agreement which the CITY
may be required to make under the law.
9.1.3 Pursuant to the requirements of Section 255.05(1 )(a), Florida Statutes, it
shall be the duty of the DEVELOPER to record the aforesaid payment and
performance bonds in the public records of Miami-Dade County, with the
DEVELOPER to pay all recording costs.
9.2 Bonds, Reduction After Final Payment:
Such bonds shall continue in effect for one (1) year after final payment becomes
due except as otherwise provided by law or regulation or by the Contract Documents
with the final sum of said bonds reduced after final payment to an amount equal to
twenty five percent (25%) of the Contract Sum, or an additional bond shall be
conditioned that DEVELOPER shall correct any defective or faulty Work or material
which appears within one (1) year after final completion of the Agreement, upon
notification by the CITY.
9.3 Duty to Substitute Surety:
If the surety on any Bond furnished by DEVELOPER is declared bankrupt or
becomes insolvent or its right to do business is terminated in the State of Florida or it
ceases to meet the requirements of other applicable laws or regulations, DEVELOPER
shall within seven (7) days thereafter substitute another bond and surety, both of which
must be acceptable to CITY.
9.4 Insurance:
9.4.1 At the time of execution of the Agreement the DEVELOPER shall submit
certificate(s) of insurance evidencing the required coverages and specifically
providing that the City of Aventura is an additional named insured or additional
insured with respect to the required coverage and the operations of the
DEVELOPER under the Agreement. The certificates of insurance shall not only
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name the types of policies provided, but shall also specifically refer to this
Agreement and shall state that such insurance is as required by Artide 9 and its
subparts of this Agreement. DEVELOPER shall not commence Work under this
Agreement until after DEVELOPER has obtained all of the minimum insurance
herein described and the policies of such insurance detailing the provisions of
coverage have been received and approved by CITY. DEVELOPER shall not
permit any Subcontractor to begin work until after similar minimum insurance to
cover Subcontractor has been obtained and approved. In the event the insurance
certificate provided indicates that the insurance shall terminate and lapse during
the term of this Agreement, then in that event, DEVELOPER shall fumish, at
least thirty (30) calendar days prior to expiration of the date of such insurance, a
renewed certificate of insurance as proof that equal and like coverage and
extension thereunder is in effect. DEVELOPER shall not continue to perform the
services required by this Agreement unless all required insurance remains in full
force and effect.
9.4.2 Insurance Companies selected must be licensed to do business in the
State of Florida and acceptable the CITY. All of the policies of insurance so
required to be purchased and maintained shall contain a provision or
endorsement that the coverage afforded shall not be canceled, materially
changed or renewal refused until at least thirty (30) calendar days written notice
has been given to CITY by certified mail.
9.4.3 The DEVELOPER shall procure and maintain at its own expense and
keep in effect during the full term of the Agreement. a policy or policies of
insurance which must include the following coverage and minimum limits of
liability:
(a) Professional Liabilitv (Errors and Omissions) Insurance for architectural
and engineering services and the services of any other professional used
in the performance of the Work of this Agreement in the amount of
$1,000,000.00. The certificate of insurance for professional liability shall
reference any applicable deductible and the Work of this Agreement.
(b) Worker's Comoensation Insurance for statutory obligations imposed by
Worker's Compensation or Occupational Disease Laws, including, where
applicable, the United States Longshoremen's and Harbor Worker's Act,
the Federal Employer's Liability Act and the Homes Act. Employer's
Liability Insurance shall be provided with a minimum of One Hundred
Thousand and xx/100 dollars ($100,000.00) per accident. DEVELOPER
agrees to be responsible for the employment, conduct and control of its
employees and for any injury sustained by such employees in the course
of their employment.
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(c) Comprehensive Automobile Liabilitv Insurance for all owned, non-owned
and hired automobiles and other vehicles used by the DEVELOPER in
the performance of the Work with the following minimum limits of liability:
$1,000,000.00
Combined Single Limit, Bodily Injury and
Property Damage Liability, per occurrence
(d) Comprehensive General Liabilitv Insurance (occurrence form) with the
following minimum limits of liability:
$1,000,000.00 Combined Single Limit, Bodily Injury and
Property Damage Liability, per occurrence
Coverage must be offered in a form no more restrictive than the latest
edition of the Comprehensive General Liability Policy without restrictive
endorsements, as filed by the Insurance Services Office and shall
specifically include the following with minimum limits not less than those
required for Bodily Injury Liability and Property Damage
Liability:
1 . Premises and Operations;
2. Independent Developers;
3. Product and Completed Operations Liability;
4. Broad Form Property Damage;
5. Broad Form Contractual Coverage applicable to the Agreement
and specifically confirming the indemnification and hold harmless
agreement in the Agreement; and
6. Personal Injury coverage with employment contractual exclusions
removed and deleted.
(e) Builder's Risk Insurance in an amount not less than THE
REPLACEMENT COST for the construction of the Work. Coverage shall
be "All Risk" coverage for one hundred percent (100%) of the completed
value with a deductible of not more than five thousand and 00/100 dollars
($5,000.00) per claim.
9.4.4 DEVELOPER shall maintain the Products/Completed Operations Liability
Insurance for a period of at least two (2) years after final payment for the Work
and furnish CITY with evidence of continuation of such insurance at final
payment and one (1) year thereafter.
9.4.5 The required insurance coverage shall be issued by an insurance
company authorized and licensed to do business in the State of Florida, with the
following minimum rating of B + to A +, in accordance with the latest edition of
A.M. Best's Insurance Guide.
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9.4.6 All required insurance policies shall preclude any underwriter's rights of
recovery or subrogation against CITY with the express intention of the parties
being that the required insurance coverage protect both parties as the primary
coverage for any and all losses covered by the above described insurance.
9.4. 7 The DEVELOPER shall ensure that any company issuing insurance to
cover the requirements contained in this Agreement agrees that they shall have
no recourse against CITY for payment or assessments in any form on any policy
of insurance.
9.4.8 The clauses "Other Insurance Provisions" and "Insurers Duties in the
Event of an Occurrence, Claim or Suif' as it appears in any policy of insurance in
which CITY is named as an additional named insured shall not apply to CITY.
CITY shall provide written notice of occurrence within fifteen (15) working days of
CITY's actual notice of such an event.
9.4.9 The DEVELOPER shall not commence performance of its obligations
under this Agreement until after it has obtained all of the minimum insurance
herein described and the same has been approved.
9.4.10 All required insurance policies shall preclude any underwriter's rights of
recovery or subrogation against CITY with the express intention of the parties
being that the required insurance coverages protect both parties as the primary
coverages for any and all losses covered by the above described insurance.
9.4.11 The DEVELOPER agrees to perform the Work under the Agreement as
an independent DEVELOPER, and not as a sub-contractor, agent or employee
of CITY.
9.4.12 DEVELOPER shall require each of its Sub-contractors of any tier to
maintain the insurance required herein for each category, and DEVELOPER
shall provide verification thereof to CITY upon request of CITY.
9.4.13 Violation of the terms of this paragraph and its subparts shall constitute
a material breach of the Agreement and CITY, at its sole discretion, may cancel
the Agreement and all rights, title and interest of the DEVELOPER shall
thereupon cease and terminate.
9.5 CITY'S Liability and Insurance:
CITY shall not be responsible for purchasing and maintaining any insurance to
protect the interests of DEVELOPER, Sub-contractors or others on the Work. CITY
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specifically reserves all statutory and common law rights and immunities and nothing
herein is intended to limit or waive same including, but not limited to, the procedural,
monetary limitation and substantive provisions of Section 768.28, Florida Statutes and
Section 95.11, Florida Statutes.
ARTICLE 10 - WARRANTIES: TESTS AND INSPECTIONS: CORRECTION OF
DEFECTIVE WORK
10.1 Warranty of Title:
The DEVELOPER warrants to the CITY that it possesses good, clear and
marketable title to all equipment and materials provided hereunder and there are no
pending liens, claims or encumbrances whatsoever against said equipment and
materials.
10.2 Warranty of Specifications:
The DEVELOPER warrants that all equipment, materials and workmanship
furnished, whether furnished by the DEVELOPER or its Sub-contractors and suppliers,
will comply with the Contract Documents including, without limitations, the
specifications, drawings and other descriptions supplied or adopted and that all services
will be performed in a workmanlike manner.
10.3 Warranty of Merchantability:
DEVELOPER warrants that any and all equipment to be supplied pursuant to the
Agreement is merchantable, free from defects, whether patent or latent in material or
workmanship and fit for the ordinary purposes for which it is intended.
10.4 Correction Period:
DEVELOPER warrants, through the Performance Bond, all material and
construction workmanship for a minimum of one (1) year from date of acceptance by the
CITY. If within one (1) year after the date of final completion or such longer period of
time as may be prescribed by laws or regulations or by the terms of any applicable
special guarantee required by the Contract Documents, any Work is found to be
defective, whether observed before or after acceptance by CITY, DEVELOPER shall
promptly, without cost to CITY and in accordance with CITY's written instructions, either
correct such defective Work, or, if it has been rejected by CITY, remove it from the Site
and replace it with Work that is not defective and satisfactorily correct and remove and
replace any damage to other Work or the Work of others resulting therefrom. If
DEVELOPER does not promptly comply with the terms of such instructions, or in an
emergency where delay would cause serious risk of loss or damage, CITY may have
the defective workmanship corrected or the rejected Work removed and replaced, and
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all direct, indirect and consequential costs of such removal and replacement (including
but not limited to fees and charges of engineers, architects, attorneys and other
professionals) will be paid by DEVELOPER upon demand.
10.4.1 Where defective Work (and damage to other Work resulting therefrom)
has been corrected, removed or replaced under this paragraph, the correction
period hereunder with respect to such Work will be extended for an additional
period of one (1) year after such correction or removal and replacement has
been satisfactorily completed.
10.4.2 Nothing contained in this Article shall be construed to establish a period
of limitation with respect to other obligations which DEVELOPER might have
under the Contract Documents. Establishment of the time period of one (1) year
as described in Paragraph 10.4.1 relates only to the specific obligation of the
DEVELOPER to correct the Work, and has no relationship to the time within
which the obligation to comply with the Contract Documents may be sought to be
enforced, nor to the time within which proceedings may be commenced to
establish DEVELOPER's liability with respect to the DEVELOPER's obligation
other than specifically to correct the Work.
10.5 DEVELOPER warrants to the CITY that it, at DEVELOPER'S sole cost and
expense, will comply with all applicable federal, state and local laws, regulations and
orders in carrying out its obligations under this Agreement. DEVELOPER warrants to
the CITY that it has obtained all necessary professional licenses necessary to perform
its services under this Agreement
10.6 DEVELOPER warrants to the CITY that it is not insolvent, it is not in bankruptcy
proceedings or receivership, nor is it engaged in or threatened with any litigation,
arbitration or other legal or administrative proceedings or investigations of any kind
which would have an adverse effect on its ability to perform its obligations under the
Agreement.
10.7 DEVELOPER warrants to the CITY that the consummation of the Work provided
for in the Contract Documents will not result in the breach of any term or provision of, or
constitute a default under any indenture, mortgage, contract, or agreement to which the
DEVELOPER is a party.
10.8 DEVELOPER warrants that there has been no violation or copyrights of patent
rights either in the United States of America or in foreign countries in connection with
the Work of the Agreement.
10.9 No warranty, either express or implied, may be modified, excluded or disclaimed
in any way by DEVELOPER. All warranties shall remain in full force and effect,
notwithstanding acceptance and payment by CITY.
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10.10 Tests and Inspections:
10.10.1 DEVELOPER shall give CITY timely notice of readiness of the Work
for all required inspections, tests or approvals. DEVELOPER shall assume full
responsibility, pay all costs in connection therewith and furnish CITY the required
certificates of inspection, testing or approval for all materials, equipment or the
Work or any part thereof unless otherwise specified herein.
10.10.2 Inspectors shall have no authority to permit deviations from or to relax
any of the provisions of the Contract Documents, or to delay the Agreement by
failure to inspect the materials and Work with reasonable promptness.
10.10.3 The payment of any compensation whatever may be its character or
form, or the giving of any gratuity or the granting of any favor by the
DEVELOPER to any inspectors, directly or indirectly is strictly prohibited and any
such action on the part of the DEVELOPER will constitute a breach of this
Agreement.
ARTICLE 11- CHANGE OF CONTRACT TIME
11.1 Change of Contract Time:
11.1.1 All time limits stated in the Contract Documents are of the essence of the
agreement. No claim for damages or any claim shall be made or asserted
against the CITY by reason of any delays. An extension of time shall be the
DEVELOPER'S sole remedy for any delay claims.
11.1.2 Developer acknowledges and agrees that the charter school must open
in time for the 2003 school year. Should the Facility not receive a temporary
certificate of occupancy on or before July 1, 2003, which will provide for the use
of the entire Facility for its intended purpose as a elementary school, the
DEVELOPER acknowledges and agrees that it shall pay to the CITY liquidated
damages in the amount of $5,000 per day for every day after July 1, 2003 that
the Facility has not received a temporary certificate of occupancy. Such
liquidated damages may be offset against any amounts due and owed by the
CITY to DEVELOPER.
ARTICLE 12 - COST OF WORK
12.1 The term "Cost of the Work" means the sum of all direct costs necessarily
incurred and paid by DEVELOPER in the proper performance of the Work. Except as
otherwise may be agreed to in writing by CITY, such costs shall be in amounts no
higher than those prevailing in the locality of the project, shall include the items outlined
in the Schedule of Values, attached hereto and incorporated herein as Exhibit A.
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12.2 Developer's Fee
DEVELOPER'S fee allowed to DEVELOPER for overhead and profit shall be
Four hundred and fifty thousand dollars ($450,000) as outlined in the Schedule of
Values, attached hereto as Exhibit A.
12.3 Incentive for Cost Savings
As an incentive to reduce total project costs, the following guidelines shall govern
any reductions in the overall cost of the project:
12.3.1 Subject to additions and deductions which have been mutually agreed
to by the CITY and DEVELOPER, the overall guaranteed maximum price shall
be adjusted accordingly.
12.3.2 If DEVELOPER accounts for and provides an overall savings from the
overall guaranteed maximum price and this savings is determined to be actual
costs which are less than the total allowable Cost of Work, the savings shall be
divided among the DEVELOPER and CITY with the CITY receiving seventy five
percent (75 %) of the savings and the DEVELOPER receiving twenty five percent
(25%) of the savings.
12.4 Cost Breakdown Required:
Whenever the cost of any Work is to be determined pursuant to Paragraph 12.1,
DEVELOPER will submit in form acceptable to CITY an itemized cost breakdown
together with supporting data. Whenever a change in the Work is to be based upon
mutual acceptance of a lump sum, whether the amount is an addition, credit, or no-
change-in-cost, the DEVELOPER shall submit an estimate substantiated by a complete
itemized breakdown. The breakdown shall list quantities and unit prices for materials,
labor, equipment and other items of cost.
ARTICLE 13 -PAYMENTS TO DEVELOPER AND COMPLETION OF WORK
13.1 Progress Payments:
13.1.1 DEVELOPER may requisition payments for Work completed and a
monthly draw of the Developer's Fee prorated based upon the percentage of
Work completed during the preceding month during the project at intervals of not
more than once a month. The DEVELOPER's requisition shall show a complete
breakdown of the project components, the quantities completed and the amount
due, together with a certification by the DEVELOPER that the DEVELOPER has
disbursed to all Sub-contractors and suppliers their pro-rata shares of the
23
payment out of previous progress payments received by the DEVELOPER for all
Work completed and materials furnished in the previous period eF and partial
waivers of lien executed by DEVELOPER and properly executed releases of
liens by all Sub-contractors, suppliers and materialmen who were included in the
DEVELOPER'S previous applications for payment, and any other supporting
documentation as may be required by the Contract Documents. Each requisition
shall be submitted in triplicate to the Manager for approval. The CITY shall make
payment to the DEVELOPER within thirty (30) calendar days after approval by
the Manager of the DEVELOPER'S requisition for payment.
13.1.2 Ten percent (10 %) of all monies earned by the DEVELOPER including
the monthly draw of DEVELOPER'S Fee shall be retained by the CITY until the
Work is totally completed as specified, and accepted by the CITY except that
after fifty percent (50 %) of the Work has been completed, the CITY may, but in
no way be obligated to, reduce the retainage to five percent (5%) of all monies
earned.
13.2 Final Inspection:
Upon written notice from DEVELOPER that the entire Work or an agreed portion
thereof is complete as evidenced by the issuance of a permanent certificate of
occupancy or use, as applicable, CITY will make a final inspection and will notify
DEVELOPER in writing of all particulars in which this inspection reveals that the Work
is incomplete or defective. DEVELOPER shall immediately take such measures as are
necessary to remedy such deficiencies.
13.3 Final Application for Payment:
After DEVELOPER has completed all such corrections to the satisfaction of
Manager and delivered all maintenance and operating instructions, schedules,
guarantees, bonds, certificates of inspection, marked up record documents and other
documents required by the Contract Documents, and after Manager has indicated that
the Work is acceptable, DEVELOPER may make application for final payment. The final
application for payment shall be accompanied by (1) complete and legally effective
releases or waivers of all liens arising out of or filed in connection with the Work; or (2)
DEVELOPER'S receipts in full covering all labor, materials and equipment for which a
lien could be filed; or (3) a final affidavit stating that all laborers, materialmen, suppliers
and Sub-contractors who worked for DEVELOPER under this Agreement have been
paid in full or if the fact be otherwise, identifying the name of each lien or who has not
been paid in full and the amount due or to become due each for labor, services or
materials furnished. If any Subcontractor or supplier fails to furnish a release or receipt
in full, DEVELOPER may furnish a bond satisfactory to CITY to indemnify CITY against
any lien.
In addition, DEVELOPER shall also submit with the final application for payment,
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the completed set of "As-Built" drawings for review and approval. The "As-Built"
drawings shall be prepared, sealed and certified by a design professional licensed by
the State of Florida. Final payment to DEVELOPER shall not be made until said
drawings have been reviewed and approved by CITY. Prior to approval, if necessary,
the drawings may be returned to DEVELOPER for changes or modifications if in the
opinion of CITY they do not represent correct or accurate "As-built" drawings.
13.4 Final Payment and Acceptance:
13.4.1 If, on the basis of Manager's observation of the Work during construction
and final inspection, and CITY'S review of the final Application for Payment and
accompanying documentation, CITY is satisfied that the Work has been
completed and DEVELOPER's other obligations under the Contract Documents
have been fulfilled, CITY will, within ten (10) days after receipt of the final
Application for Payment and accompanying documentation, in appropriate form
and substance, present the Application to CITY for payment. Thereupon, the
Manager will give written notice to DEVELOPER that the Work is acceptable.
Otherwise, CITY will return the Application to DEVELOPER, indicating in writing
the reasons for refusing to recommend final payment, in which case
DEVELOPER shall make the necessary corrections and resubmit the Application
and accompanying documentation, in appropriate form and substance. Thirty
(30) days after the Manager has given written notice to DEVELOPER that the
Work is acceptable, the amount recommended will become due and will be paid
by CITY to DEVELOPER.
13.4.2 If, through no fault of DEVELOPER, final completion of the Work is
significantly delayed and if Manager so confirms, CITY shall, upon receipt of
DEVELOPER'S final Application for Payment and without terminating the
Agreement, make payment of the balance due for that portion of the Work fully
completed and accepted. If the remaining balance to be held by CITY for Work
not fully completed or corrected is less than the retainage stipulated in the
Agreement, and if bonds have been furnished as required, the written consent of
the surety to the payment of the balance due for that portion of the Work fully
completed and accepted shall be submitted by DEVELOPER to CITY with the
Application for such payment. Such payment shall be made under the terms and
conditions governing final payment, except that it shall not constitute a waiver of
claims.
13.5 Final payment, constituting the entire unpaid balance of the Contract Sum, shall
be paid by the CITY to the DEVELOPER when the Work has been completed pursuant
to the terms of this Agreement, the Agreement fully performed, and a final certificate for
payment has been issued by the CITY's Chief Building Official. The making of final
payment shall constitute a waiver of claims by CITY except those arising from:
(1 ) Liens, claims, security interests or encumbrances arising out of this
25
Agreement and unsettled.
(2) Faulty or defective Work and latent and patent defects discovered after
acceptance.
(3) Failure of the Work to comply with the requirements of the Contract
Documents.
(4) Terms of special warranties required by the Contract Documents
(5) Any of DEVELOPER'S continuing obligations under, or which survive this
Agreement.
(6) Any warranties and guarantees provided under Florida law.
The acceptance of final payment by DEVELOPER or the sub-contractor for
materials and supplies shall constitute a waiver of claims by that payee except those
previously made in writing and identified by payee as unsettled at the time of final
application for payment.
13.6 CITY'S Right to Withhold Payment:
The CITY may withhold in whole or in part, final payment or any progress
payment to such extent as may be necessary to protect itself from loss for reasons
including, but not limited to, the following:
13.6.1 Defective Work not remedied.
13.6.2 Claims filed or reasonable evidence indicating the probable filing of
claims by other parties against the DEVELOPER.
13.6.3 Failure of the DEVELOPER to make payment to Sub-contractors or
suppliers for materials or labor.
13.6.4 Damage to another Party not remedied.
13.6.5 Reasonable evidence that the Work cannot be completed for the unpaid
balance of the Contract Sum.
13.6.6 Failure to carry out the Work in accordance with the Contract
Documents.
When the above reasons are removed or resolved or the DEVELOPER provides a
surety bond or a consent of surety satisfactory to the CITY which will protect the CITY in
the amount withheld, payment may be made in whole or in part.
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ARTICLE 14. TERMINATION OF THE AGREEMENT
14.1 CITY'S Right to Terminate:
The CITY has the right to terminate this Agreement upon the occurrence of any
one or more of events_which include, but are not limited to, the following:
14.1.1 If DEVELOPER commences a voluntary case under any chapter of the
Bankruptcy Code as now or hereafter in effect, or if DEVELOPER takes any
equivalent or similar action by filing a petition or otherwise under any other
federal or state law in effect at such time relating to the bankruptcy or insolvency.
14.1.2 If a petition is filed against DEVELOPER under any chapter of the
Bankruptcy Code as now or hereafter in effect at the time of filing, or if a petition
is filed seeking any such equivalent or similar relief against DEVELOPER under
any other federal or state law in effect at the time relating to bankruptcy or
insolvency.
14.1.3 If DEVELOPER makes a general assignment for the benefit of creditors.
14.1.4 If DEVELOPER admits in writing an inability to pay its debts generally as
they become due.
14.1.5 If DEVELOPER persistently fails to perform the Work in accordance with
the Contract Documents (including but not limited to, failure to supply sufficient
skilled workers or suitable materials or equipment or failure to adhere to the
progress schedule as same may be revised from time to time).
14.1.6 If DEVELOPER fails to comply with laws or regulations of any public body
having jurisdiction.
14.1.7 If DEVELOPER otherwise fails to comply with any provisions of the
Contract Documents.
CITY may, after giving DEVELOPER and the surety seven (7) days written notice,
terminate the services of DEVELOPER, exclude DEVELOPER from the Site and take
possession of the Work and of all DEVELOPER's tools, appliances, construction
equipment and machinery at the Site and use the same to full extent they could be used
by DEVELOPER (without liability to DEVELOPER for trespass or conversion),
incorporate in the Work all materials and equipment stored at the Site or for which CITY
has paid DEVELOPER but which are stored elsewhere, and finish the Work as CITY
may deem expedient. In such case DEVELOPER shall not be entitled to receive any
further payment until the Work is finished. Prior to submitting written notice to surety,
City shall provide DEVELOPER with the opportunity to cure within fifteen (15) calendar
days of written notice. If DEVELOPER fails to cure and CITY terminates this Agreement
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pursuant to this Section 14.1, DEVELOPER shall be liable for and immediately pay
CITY upon demand, all cost and expenses, including compensatory and consequential
damages associated with such termination and the completion of the Work.
14.2 Termination for Convenience of CITY:
Upon seven (7) days written notice to DEVELOPER, CITY may, without cause
and without prejudice to any other right or remedy, terminate this agreement for CITY'S
convenience whenever CITY determines that such termination is in the best interests of
CITY. Where the agreement is terminated for the convenience of CITY, the notice of
termination to DEVELOPER must state that the Agreement is being terminated for the
convenience CITY under the termination clause, the effective date of the termination
and the extent of termination. Upon receipt of the notice of termination for convenience,
DEVELOPER shall promptly discontinue all Work at the time and to the extent indicated
on the notice of termination, terminate all outstanding Sub-contractors and purchase
orders to the extent that they relate to the terminated portion of the Agreement, and
refrain from placing further orders and subcontracts. DEVELOPER shall not be paid on
account of loss of anticipated profits or revenue or other economic loss arising out of or
resulting from such termination. DEVELOPER shall be compensated only for Work
which it has performed pursuant to this Agreement and for costs incurred by reason of
such termination.
14.3 Termination by DEVELOPER:
If CITY fails to recommend payment for a period of thirty (30) calendar days
through no fault of DEVELOPER or if CITY fails to make payment thereon for a period
of thirty (30) calendar days, DEVELOPER may, upon seven (7) additional days written
notice to CITY, terminate the Agreement and recover from the Agreement payment for
Work executed and for proven loss with respect to materials, equipment, tools and
construction equipment and machinery.
ARTICLE 15 - NOTICE. COMPUTATION OF TIME
15.1 Giving Notice:
All notices required by any of the Contract Documents shall be in writing and
shall be deemed delivered upon mailing by certified mail, return receipt requested to the
following:
As to DEVELOPER:
Joaquin C. Avino, PE, PLS
CHARTER SCHOOLHOUSE DEVELOPERS, INC.
1500 San Remo Avenue
Suite 420
Coral Gables, Florida 33146
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As to CITY:
Eric M. Soroka
City Manager
City of Aventura
19200 West Country Club Drive
Aventura, Florida 33180
15.2 Computation of Time:
When any period of time is referred to in the Contract Documents by days, it will
be computed to exclude the first and include the last day of such period. If the last day
of any such period falls on a Saturday or Sunday or on a day made a legal holiday by
the law of the applicable jurisdiction, such day will be omitted from the computation. A
calendar day of twenty four (24) hours measured from midnight to the next midnight
shall constitute a day.
ARTICLE 16 - MISCELLANEOUS
16.1 The duties and obligations imposed by this Agreement and Contract Documents
and the rights and remedies available hereunder to the parties hereto, and, in particular
but without limitation, the warranties, guaranties and obligations imposed upon
DEVELOPER and all of the rights and remedies available to CITY thereunder, are in
addition to, and are not to be construed in any way as a limitation of, any rights and
remedies available to any or all of them which are otherwise imposed or available to any
or all of them which are otherwise imposed or available by laws or regulations, by
special warranty or guarantee or by other provisions of the Contract Documents, and
the provisions of this Paragraph will be as effective as if repeated specifically in the
Contract Documents, and the provisions of this Paragraph will survive final payment and
termination or completion of the Agreement.
16.2 DEVELOPER and its employees, volunteers and agents shall be and remain
independent developers and not agents or employees of CITY with respect to all of the
acts and services performed by and under the terms of this Agreement. This Agreement
shall not in any way be construed to create a partnership, association or any other kind
of joint undertaking or venture between the parties hereto.
16.3 CITY reserves the right to audit the records of DEVELOPER relating in anyway
to the Work to be performed pursuant to this Agreement at any time during the
performance and term of the Agreement and for a period of three (3) years after
completion and acceptance by CITY. If required by CITY, DEVELOPER agrees to
submit to an audit by an independent certified public accountant selected by CITY.
DEVELOPER shall allow CITY to inspect, examine and review the records of
DEVELOPER at any and all times during normal business hours during the term of the
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Agreement.
16.4 The remedies expressly provided in this Agreement to CITY shall not be
deemed to be exclusive but shall be cumulative and in addition to all other remedies in
favor of CITY now or hereafter existing at law or in equity.
16.5 The validity, construction and effect of this Agreement shall be governed by the
laws of the State of Florida. Any claim, objection or dispute arising out of this Agreement
shall be litigated in the Eighteen Judicial Circuit in and for Miami-Dade County, Florida.
16.6 Should any part, term or provision of this Agreement be by the courts decided to
be invalid, illegal or in conflict with any law of the State, the validity of the remaining
portion or provision shall not be affected thereby.
ARTICLE 17 - ASSIGNMENT
17.1 DEVELOPER shall not assign or transfer this Agreement or its rights, title or
interests therein without the prior written consent of CITY, which consent shall not be
unreasonably withheld. The obligations undertaken by DEVELOPER pursuant to this
Agreement shall not be delegated or assigned to any other person or firm unless CITY
shall first consent in writing to the assignment, which consent may be withheld in CITY's
sole discretion. Violation of the terms of this Paragraph shall constitute a material
breach of this Agreement by DEVELOPER and the CITY may, at its discretion, cancel
this Agreement and all rights, title and interest of DEVELOPER shall thereupon cease
and terminate.
ARTICLE 18 . PLANNING AGREEMENT
18.1 Simultaneously to the execution of this Agreement, Charter Schools USA,
Inc., and the CITY have executed a Planning Agreement providing for the Facilities
planning services. This Agreement is expressly contingent on the execution by the
parties of such Planning Agreement.
ARTICLE 19 - ACQUISITION OF SCHOOL SITE
19.1 The City shall use its best efforts, either through negotiations or eminent
domain, to acquire the Site, located within the City of Aventura, Florida, as the primary
site for the design and construction of the Facility, and to have possession of same on
or before April 30, 2002.
19.2 In the event the City seeks acquisition of the Site by eminent domain, the
timing of the disposition of the City's Petition for Eminent Domain shall be governed by
court calendars, and the results of the City's Petition are dependent on interpretations of
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applicable law, including Chapters 73, 74 and 166, Florida Statutes, by the assigned
circuit court judge in the 18th Judicial Circuit in Miami-Dade County, Florida.
19.3 Should the City not be able to acquire title to the Site, the City shall have
the right to terminate this Agreement, and DEVELOPER shall be compensated only for
Work which it has performed pursuant to this Agreement subsequent to issuance of the
Notice to Proceed and up to and including the date the City terminates this Agreement
due to its inability to acquire the Site. For purposes of this section, "inability to acquire
the Site" shall mean an adverse ruling by the assigned judge on the City's Petition for
Eminent Domain, which the City shall proceed diligently to file in an expeditious manner,
or the inability to acquire possession of the Site on or before April 30, 2002 unless such
date is extended by mutual written agreement of the parties hereto.
ARTICLE 20- SPECIFIC PERFORMANCE
Each of the parties acknowledges that the parties will be irreparably damaged
(and damages at law would be an inadequate remedy) if this Agreement is not
specifically enforced. Therefore, in the event of a breach or threatened breach by any
party of any provision of this Agreement, the other party shall be entitled, in addition to
all other rights or remedies, to an injunction restraining such breach, without being
required to show any actual damage or to post any bond or other security, and/or to a
decree for specific performance of the provisions of this Agreement.
ARTICLE 21- HAZARDOUS SUBSTANCES
21.1 The DEVELOPER agrees that it shall not transport to, use, generate,
dispose of, or install at the Site any Hazardous Substance, (as defined in Section 22.4),
except in accordance with applicable Environmental Laws. Further, in performing the
Work, the DEVELOPER shall not cause any release of hazardous substances into, or
contamination of, the environment, including the soil, the atmosphere, any water course
or ground water, except in accordance with applicable Environmental Laws. In the
event the DEVELOPER engages in any of the activities prohibited in this Section 22.1,
to the fullest extent permitted by law, the DEVELOPER hereby indemnifies and holds
harmless the CITY from and against any and all claims, damages, losses, causes of
action, suits and liabilities of every kind, including but not limited to expenses of
litigation, court costs, punitive damages and attorneys' fees, arising out of, incidental to
or resulting from the activities prohibited in this Section 22.1.
21.2 In the event the DEVELOPER encounters on the Site any Hazardous
Substance, or what the DEVELOPER reasonably believes to be a Hazardous
Substance, and which is being introduced to the Work, or exists on the Site, in a
manner violative of any applicable Environmental Laws, the DEVELOPER shall
immediately stop work in the area affected and report the condition to the Manager in
writing. The Work in the affected area shall not thereafter be resumed except by written
authorization of the Manager if in fact a Hazardous Substance has been encountered
and has not been rendered harmless. In the event the DEVELOPER fails to stop the
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Work upon encountering a Hazardous Substance at the Site, to the fullest extent
permitted by law, the DEVELOPER hereby indemnifies and holds harmless the CITY
from and against all claims, damages, losses, causes of action, suits and liabilities of
every kind, including, but not limited to, expenses of litigation, court costs, punitive
damages and attorneys' fees, arising out of, incidental to, or resulting from the
DEVELOPER's failure to stop the Work.
21.3 An extension of time shall be the DEVELOPER's sole remedy for any delay
arising out of the encountering and/or rendering harmless of any Hazardous Substance
at the Site. CITY and the DEVELOPER may enter into an agreement for the
DEVELOPER to remediate and/or render harmless the Hazardous Substance, but the
DEVELOPER shall not be required to remediate and/or render harmless the Hazardous
Substance absent such agreement. DEVELOPER shall not be required to resume
Work in any area affected by the Hazardous Substance until such time as the
Hazardous Substance has been remediated and/or rendered harmless.
21.4 For purposes of this Agreement, the term "Hazardous Substance" shall mean
and include, but shall not be limited to, any element, constituent, chemical, substance,
compound, or mixture, which are defined in or included under or regulated by any local,
state, or federal law, rule, ordinance, by-law, or regulation pertaining to environmental
regulation, contamination, clean-up or disclosure, including, without limitation, The
Comprehensive Environmental Response, Compensation and Liability Act of 1980
("CERCLA"), The Resource Conservation and Recovery Act ("RCRA"), The Toxic
Substances Control Act (''TSCA''), The Clean Water Act ("CWA"), The Clean Air Act
("CAA"), and The Marine Protection Research and Sanctuaries Act ("MPRSA"), The
Occupational Safety and Health Act ("OSHA"), The Superfund Amendments and
Reauthorization Act of 1986 ("SARA"), Chapters 161, 253, 373, 376 and 403, Florida
Statutes, the rules and regulations of the Florida Department of Environmental
Protection or other state superlien or environmental clean-up or disclosure statutes
including all state and local counterparts of such laws (all such laws, rules and
regulations being referred to collectively as "Environmental Laws"). It is the
DEVELOPER's responsibility to comply with this Article 21 based on the law in effect at
the time its services are rendered and to comply with any amendments to those laws for
all services rendered after the effective date of any such amendments.
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IN WITNESS WHEREOF, CITY and DEVELOPER have signed this Agreement
in triplicate. One counterpart each has been delivered to CITY and
DEVELOPER.
ATTEST:
CITY OF AVENTURA, FLORIDA
Teresa M Soroka, CMC
City Clerk
Eric M Soroka, City Manager
APPROVED AS TO FORM:
City Attomey
CHARTER SCHOOLHOUSE DEVELOPERS, INC.
By:
Joaquin C. Avino, PE, PLS
Title PRESIDENT
WITNESSES:
Print Name
Print Name
ATTEST:
SECRETARY
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Exhibit "A"
Scheduled of Values
Architectural and Engineering $ 270,000
Subtotal - $ 270,000
Construction Costs
General Conditions 679,000
Site Work 253,000
Concrete/Masonry 905,000
Metals 279,000
Woods and Plastics 280,000
Thermal Moisture 237,000
Doors and Windows 249,000
Finishes 669,000
Specialties 112,000
Conveying system 45,000
Mechanical 524,000
Electrical 573,000
Subtotal -Construction Costs 4,805,000
Total GMP $5,075,000
Development Costs - Charter
Schoolhouse Developers
450,000
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