3--LPA Governing Board Capacity Interview Rubric

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Agenda Item

b. Charter Renewal Petition Approval: Leadership Preparatory Academy (LPA)

Summary: Presented by: Ms. Shakina M. Champion, Director of School Innovation, Division of Community Empowerment, Innovation and Partnership
Request: It is requested that the DeKalb Board of Education approve the charter renewal petition of Leadership Preparatory Academy for five (5) years.
Why: Commendations from the Petition Review Committee


Stakeholder focus groups conducted by the petition review committee indicate that parents/guardians, students, and teachers/staff are actively involved with the school through school governance, curriculum development, and the implementation of strategic initiatives.
LPA has an operating cash reserve of over $3,071,114. The school has maintained operating reserves of 257 days cash on hand.
Governing board members collectively have the capacity to implement the programming of Leadership Preparatory. (Governing Board Capacity Interview)
Despite LPA’s relatively small size, teacher retention, attendance rate, and reported satisfaction have remained high throughout the current charter term. (Teacher/Staff Focus Group)


Community Need/Support and Governance


LPA amended its bylaws in 2019 as part of its comprehensive strategic plan to require a break in services for certain governing board officers.
LPA’s current Facility Plan Update includes research on environmental spaces that are most suitable for relocation and continued growth of the school. (Response to Initial Memo, Exhibit 29)


Academic Plan


While the Leadership Framework has been aligned with the GSE (Georgia Standards of Excellence) ELA standards, during classroom observations the petition review committee did not observe evidence of implementation of that alignment in the curriculum or with other course standards. (LPA Focus Walks, Spring 2022)
The petition states that LPA intentionally reduced its school size and capacity at the start of its current charter term to ensure a clear and sustainable future. Per the petitioner, prior to the decision to restrict growth, the trajectory of LPA’s student population growth would have strained school staff, space, and resources. (LPA Renewal Petition, pg. 28 fig. 9)


Financial/Operational Plans


At the end of FY21, LPA’s budgeted revenues exceeded actual revenues by $258,712. Actual expenditures were higher than budgeted expenditures by $916,725 due mainly to the school’s overall operating costs being higher than budgeted.
The school’s investment in capital assets for its governmental type activities as of June 30, 2021, amounts to $255,773. This investment in capital assets includes furniture, fixtures, and equipment.
The School does not have any longterm debt for its governmental type activities as of June 30, 2021. LPA does not carry any longterm debt, which helps the school maintain fluidity and adapt to the changing needs of the school. Because of its lack of debt obligations, LPA’s current ratio was 11.01 and its Debt to Asset Ratio was 8.45 at the close of FY21. (LPA Audited Financial Statement Report, 2021)
Although most of LPA’s funding is QBE revenue, LPA conducts fundraising programs to supplement its activities.
Details: The recommendation of the Petition Review Committee is based on evaluation of the written petition (narrative and exhibits), independent due diligence (which includes data analysis, stakeholder focus groups, and site visits), and the governing board capacity interview.
Financial impact: The five-year financial impact of the Leadership Preparatory Academy charter renewal is estimated to be $15,270,850.
Contact: Ms. Shakina M. Champion, Director of School Innovation, Division of Community Empowerment, Innovation and Partnership , 678.676.1200
Effective: July 1, 2023
Status: General Counsel Approval Not Required.
                           Governing Board Capacity/Clarification Interview Rubric
                                       Leadership Preparatory Academy (LPA)
                                                  August 3, 2022

The Petition Review Committee will use the following criteria to rate the governing board capacity/clarification
interview. Within each category, specific criteria define the expectations for a response that meets expectations.
Reviewers will reach consensus when rating responses by applying the following guidance:

 Rating                              Characteristics
 Meets the Standard                  The response reflects a thorough understanding of key issues. It addresses
                                     the topic with specific and accurate information that shows thorough
                                     preparation; presents a clear, realistic picture of how the school operates and
                                     expects to operate; and inspires confidence in the applicant’s capacity to
                                     carry out its plans effectively.
 Partially Meets the Standard        The response meets the criteria in some respects but lacks detail and/or
                                     requires additional information in one or more areas.
 Below the Standard                  The response is wholly undeveloped, demonstrates lack of preparation,
                                     and/or is unsuited to the mission of the authorizer.
 Far Below the Standard              The response is significantly incomplete, raises substantial concerns about
                                     the viability of the plan and/or the applicant’s ability to carry it out.

Recommendations from the Petition Review Committee will be based on evaluation of the written petition
(narrative and attachments), independent due diligence, and the governing board capacity interview.

                   Community Support and Need                                    Standard                    Rating

 Clarifying Questions:                                                                                     Meets the
                                                                           The applicant makes a
                                                                       compelling case for why the         Standard
     -    The petition describes the South DeKalb Community
                                                                       school fills an unmet need in
          where LPA is located as a “geographically isolated
                                                                         the DeKalb County School
          portion of the DeKalb County School District,” describe          District. The applicant
          what type of community partnerships exist in the South                                            Partially
                                                                              demonstrates an              Meets the
          DeKalb area and what has the role of the board been in            understanding of the
          establishing and sustaining these partnerships? P. 11                                            Standard
                                                                       community or communities
     -    At the time of the last renewal, LPA served 434             the school serves or is likely to
          students. Current enrollment is less than 300 students.             serve. The Board
          What is the Governing Board’s plan for ensuring that the         demonstrates cultural           Below the
          school reaches the expected enrollment of 576 at the          competency specific to the         Standard
                                                                        communities with whom it
          end of the charter term? P. 11
                                                                          works or seeks to work,
     -    Can the current facility accommodate 576 students? If            including the ability to
          not, what is the schools’ facility plan?                     articulate the root causes of
     -    What challenges did the school encounter in reaching                                            Far Below the
                                                                          the needs it seeks to fill.
          enrollment projections in the current charter term? P.11                                          Standard
Responses from Governing Board:
    -   Opening Statement – The work at LPA is a labor of love. LPA has a great Board and cohesive focus. The
        school leaders are doing a wonderful job of driving home the policy. The young people are moving to
        college, medical school, and law school. LPA has a talented and diverse Board. The Board is excited
        about where LPA is going.
    -   Community Engagement - The feedback from parents is central to what we do. This was a factor in the
        petition to ensure that we are meeting needs. We strive for a cooperative dialogue with our
        stakeholders. We allow time at our meetings. Awareness is key. We take a cooperative approach.
    -   Partnerships – Location has been a challenge area. Community service outreach extends beyond the
        area where we are located. LPA is located in New Birth Church. There are no businesses in the area.
        The Board tries to be active participants in community partnerships. The Board has been active in
        bringing people in who can bring expertise and activities to students in the technology space. The
        school leadership met with the U.S. ambassador to Mozambique at a conference in DC.. This will be an
        opportunity for students to connect with students outside of their immediate geographic community.
        The school will continue to develop unique, quality partnerships.
    -   Enrollment – LPA made an intentional decision prior to the pandemic to take a step-back to look at the
        quality of the program and the types of teachers the school was able to recruit. The CAO approached
        the Board to recommend that more attention be given to the culture of the school and look back at the
        roots of why LPA came into existence. The school has 200 students on the wait list. LPA wants the most
        effective teachers working in its classrooms. There is a teacher shortage—especially in middle school.
        The current facility can accommodate the number of students projected in the next charter term (576).
        LPA has a facility management plan. There are reserved areas in the building that can accommodate up
        to 550 students. The school is focused on trying to give the best educational experience for students.
    -   Challenges – There will not be a challenge with increasing enrollment. The length of the charter
        renewal is a challenge. Bond developers are cautious about proceeding with a 3-year renewal.

Review Committee’s Comments or Concerns:
    -   Request current facility and community engagement plans. Provide MOUs for existing strategic
        partnerships.
    -   Provide more detail on the bond the school is pursuing.
    -   Specific plan for engaging the larger community was not communicated.
    -   The location has not changed. However, the school cites location as a challenge to community
        engagement .
    -   Per the Board the facility can accommodate 550 students, though the petition includes 576 as the max
        enrollment for the next charter terms. Provide documentation for the current facilities’ capacity.



                         School Governance                                   Standard                Rating


 Clarifying Questions:                                              The governance structure is
                                                                                                    Meets the
                                                                    designed to (a) put students
    -    What professional expertise does each member bring to          first, including being      Standard
         the Governing Board? P. 35. How many terms has each          responsive to family and
         member served? – P. 67                                    community input; (b) achieve
    -    To what extent has the school achieved its                   the school’s mission and
                                                                     goals; and (c) ensure legal     Partially
         mission/vision during the current charter term? What is
                                                                     compliance, particularly in    Meets the
         the evidence that the Governing Board uses to evaluate         terms of proactively        Standard
         this goal? P. 11                                          preventing financial fraud and
    -    How has the administrative team informed the Board          ensuring the appropriate use
         when students (such as those with exceptionalities) have         of public funds. The
         needs for which LPA’s instructional model does not            governance structure will     Below the
         provide sufficient support? What has been the role of        ensure an active, engaged,     Standard
                                                                    knowledgeable Board that has
         the Board in ensuring that these students’ needs are
                                                                        timely, deep, and broad
         met?                                                         knowledge of the school’s
                                                                       operations, finances, and
                                                                    students’ needs, and operates   Far Below the
                                                                           independently and          Standard
                                                                             autonomously.


Responses from Governing Board:
    -   Board Expertise – auditing/accounting (criminal and investigative) – 4th term; law (civil/criminal
        defense/federal + 17 years as SPED teacher); speech language pathology, special education; school
        counseling; education; technology
    -   Multiple Board members have experience in the field of education and/or working directly with
        students. The Board is diverse and collaborative.
    -   The current term, the school focused on leadership. Leadership is included in the connections
        curriculum. There is a dedicated teacher for the leadership curriculum.
    -   Students w. Exceptionalities – There is a difference in what goes on at the school house and at the level
        of the Board. The Board understands the concepts of SWDs, IEPs, etc. The Board relies on the school
        leadership team to make sure students are served in all capacities. There has never been a time when
        the school determined that a students’ needs could not be met. The Board meets on a monthly basis.
        The CAO and CEO review academic issues with graphs and charts. On an annual basis, the Board is
        informed on how the students are performing on assessments. The school leadership team must
        ensure that students are served in the least restrictive environment. If student issues arise
        intermittently, the Board is made aware.

Review Committee’s Comments or Concerns:
    -   The question about how the Board is informed of the challenges of students with exceptionalities was
        not fully addressed and will be posed in initial memo.
    -   Teaching and Learning Framework – Include specific feedback from classroom observations in the final
        evaluation rubric.
    -   The Governing Board has broad expertise and diverse backgrounds.
    -   Clarify whether the LPA Governing Board includes staff members. See SBOE rules.
    -   One Board member exited the interview at 10:05am.
    -   Evidence was not provided for what the Board uses to evaluate whether the school is achieving its
        mission, vision, and goals.
    -   The Board did not respond to the question about what it is doing specifically to meet the needs of
        students with exceptionalities. Examples of strategies and the role of the Board were not provided in
        the response. Pose in initial memo.
    -   The LTSE provided by DCSD is not in the building everyday.

                  Academic Performance/Plan                                  Standard                 Rating

 Clarifying Questions:                                               The applicant demonstrates     Meets the
                                                                      the capability to design or   Standard
                                                                    select a comprehensive, high-
                                                                   quality curriculum (standards,
                                                                         resources, methods of         Partially
      -    On page 19 of the petition, research on the
                                                                      instruction, and formative      Meets the
           connection between project-based learning and
                                                                     assessments for each core,       Standard
           academic outcomes is cited. What data is used to        electives, and mission-specific
           assess project-based learning at LPA? What has            subjects). The curriculum is
           been the impact of project-based learning on                inherently inclusive and       Below the
           student outcomes? P. 19                                 designed to be responsive to       Standard
      -    The petition states that LPA’s “Leadership Curriculum        students’ needs; clearly
           and Teaching and Learning Framework integrate               interrelated between its
           technology using blended learning.” Describe how           components; and directly
           this blended learning model looks, the degree to         aligned to the school’s goals,
                                                                       mission, and educational
           which Georgia Virtual is used. P. 20
                                                                              philosophy.
      -    Describe how you plan to use the educational
           partnership with Mozambique to expand the
           Leadership Studies Curriculum. P. 21                                                      Far Below the
      -    In Spring of 2022 you were cited for a denial of FAPE                                       Standard
           in a Georgia DOE complaint. How do you monitor
           your Exceptional Education Students progress in the
           General Education Setting to ensure that FAPE is
           provided?


Responses from Governing Board:

      -    PBL – Because of the pandemic, the school had to pivot. PBL at LPA is linked to GMAS scores. This
           year’s scores will serve as a baseline. There were concerns during the last cycle on the connection
           between the leadership curriculum and student outcomes. The creation of the connections class
           allows all students to access the leadership curriculum and for implementation of the community
           service components of the model.
      -    Assessment of Leadership Curriculum – If people walked into our school, how evident is leadership?
           Is this an observable metric with students? At the college level, there are degrees in leadership
           studies. What was emerged was the development of a course and a dedicated leadership studies
           teacher. Student do community service projects. This year we are fundraising for an organization in
           Ghana that provides sanitary products to students. This is an example of the school developing
           world leaders and looking beyond our immediate geographic area for partnership. Community
           service is a tenet in our leadership curriculum.
      -    Blended Learning – LPA tried to be on the forefront of technology integration. LPA purchased video
           conferencing equipment during COVID. The school found self-paced programs that we have been
           able to integrate over the past two years. Students need more exposure to the curriculum. This
           year, we have created a more synchronous environment. The school is looking for another platform.
           Georgia virtual will be used as a supplement. Students will be able to select additional courses to
           add to their learning plans. Examples – CTAE, foreign language, computer science, etc.
      -    FAPE – LPA partners with DCSD. There is a dedicated LTSE who supports LPA in ensuring compliance
           in all areas. The IEP was revised. Compensatory education was extended. This was acknowledged
           by the state.

Review Committee’s Comments or Concerns:
      -  Science and social studies classes were offered virtually during the current charter term for grades 6-
         8. A paraprofessional facilitator was assigned for these courses.
      -  Provide the leadership curriculum with the response to the initial memo.
      -  The school does not currently offer a arts program, world languages, or CTAE classes.
                  Financial Performance/Plan                                   Standard                   Rating



 Clarifying Questions:
                                                                       The financial and facilities     Meets the
    -    The Budget Template includes a substantial fund          plans, including the proposed         Standard
         balance. How does LPA strategically allocate funds to         budget, are thoroughly
         accelerate academic performance, as needed? P.32        developed and aligned with the
    -    Describe the Board’s fundraising strategy, if any. What proposed school’s mission and
         challenges does the Board anticipate with this          education program. The budget
         strategy? What is the plan for mitigating these           is balanced and conservative;         Partially
         challenges?                                               reflects all necessary outlays,
                                                                                                        Meets the
                                                                 including any unique programs
    -    What have been the results of LPA’s fundraising                                                Standard
                                                                 described in the academic plan;
         programs? Did these results meet or exceed the              ensures adequate levels on
         goal(s)? P. 32                                             cash on hand, including cash
    -    The Budget Template includes $0 for a contingency        reserves and/or contingencies
         fund and no allocation for special education. Please     for unexpected shortfalls; and
         clarify.                                                 contains no accounting errors.        Below the
                                                                     The revenue projections are        Standard
                                                                    realistic and sufficient to meet
                                                                    school expenditures. Both the
                                                                    finance and facilities plans are
                                                                       realistic and informed by
                                                                    accurate assessment, including
                                                                    key funding opportunities and      Far Below the
                                                                          facilities availability.
                                                                                                         Standard




Responses from Governing Board:
    -   Budget Process – The school does a needs assessment based on academic performance. What is
        needed (more technology, resources, etc.)? Each year parents requests additional tutoring. The CAO
        formulates the priorities for the school as it relates to academic achievement. The goal is to move out
        of New Birth and to have a building.
    -   The Board operates in prudent fashion. To move into its own space, the Board makes strategic
        decisions. At the forefront is meeting student needs.
    -   Fundraising – Leadership Prep fundraises only for community support. The founders were clear that
        the purpose of the school was to educate students. The PTO fundraises for the benefit of students.
        The students fundraise for the benefit of others.
    -   Earnest Money – LPA has a facility plan. It is important that the school develop its own space and that
        the space be the appropriate type of space. Under the regulation of the Facilities Grant program, the
        school has engaged in conversations with New Birth on purchasing a track of land. New Birth owns
        property (more than 100 acres) from the interstate to Flat Shoals Road. The school has entered into an
        agreement to purchase property with infrastructure already in place. The school made earnest money
        deposits for those purposes.
    -   Contingency – The contingencies that we may experience can be handled out of the reserves. If the
        big picture shows that we need additional funds for special education, there is money available in the
        reserves.

Review Committee’s Comments or Concerns:
    -   The Review Committee raised concerns about the earnest money paid over multiple years.
    -    The Board referenced conservative spending multiple times. The school has the resources in reserves
         to support educator development that could move the needle forward. How is the Governing Board
         strategically allocating resources (including reserves) to accelerate academic achievement?
    -    What is LPA’s contingency budget for if it does not meet its enrollment targets?
    -    The school has entered into an agreement to purchase property for a future school site. Provide more
         information/documentation of this agreement with the response to the initial memo. Is the earnest
         money refundable per the agreement?
    -    Notes from site visits and classroom observations will be included in the final evaluation rubric.
    -    Does the school have a capital fundraising campaign/plan?

               Organizational Performance/Plan                                  Standard                     Rating

                                                                      The organizational plan aligns
 Clarifying Questions:                                               with and supports the school’s
                                                                         mission and educational           Meets the
                                                                        philosophy, is designed to         Standard
    -    Is LPA currently fully staffed for SY 22-23? What is the
                                                                     support the school’s goals and
         Governing Board’s strategy to increase staff retention          academic achievement
         and development?                                            expectations, and is accurately        Partially
    -    Your CAO serves as the Head of School and the                reflected in the budget. The
                                                                                                           Meets the
         principal. How does the Governing Board plan to              staffing and recruitment plan
                                                                      provides sufficient academic,
                                                                                                           Standard
         support this role and the diversified duties that come
                                                                       non-academic, and mission-
         with it?                                                    critical staff to cover all of the
                                                                          courses and programs             Below the
                                                                    described in the Academic Plan.        Standard
                                                                        The Board has all areas of
                                                                        knowledge and expertise
                                                                         necessary to operate a
                                                                     successful charter school, and
                                                                    the school leader(s) have or will     Far Below the
                                                                         have the expertise and
                                                                                                            Standard
                                                                     resources to fulfill the school’s
                                                                            mission and goals.


Responses from Governing Board:

    -    Staffing – The school is fully staffed. The school is working collaborative to make sure that the IEPs are
         implemented. The school works directly with the LTSE to make sure the appropriate training is
         occurring. The LTSE meets with school leadership weekly.
    -    CAO – The Board communicates to determine what the needs of the CAO are and what challenges may
         exist. A boots on the ground approach and comprehensive communication ensures that the CAO can
         be successful. The CAO and CEO have gone above and beyond in finding grants to ensure that
         students’ needs are met. There are a number of occasions when the school has been able to secure
         outside support. The job of CAO requires significant input and time. Supplemental support
         (administrative and clerical) is provided by volunteers through the PTO or some other route. The CAO
         ensures that students get the top level of services. The staff is cohesive. Staff do tasks beyond their
         responsibilities to move the ball forward. The CAO informed the Board two-years ago that she was
         considering retiring. The CAO created a succession plan. The Board wanted to grow their own and for
         there to be opportunities within the school for teachers to develop leadership. The school created an
         iLead program for teachers. The LPA academic coaches have gone on to become Assistant Principals in
         DCSD.
Review Committee’s Comments or Concerns:

    -    What is the school doing that is unique to try to recruit teachers to the school? What is the school
         currently doing to support the teachers that they have?
    -    Counselors in the school are being utilized as teachers for SEL curriculum. For example, a counselor
         teaches the Leadership Curriculum. Counselors have access to Naviance platform. This platform
         allows students access to career assessments that can be used for planning for high school. The school
         currently does not use the platform consistently. Students are not being pre-registered for high school
         courses.
    -    How are teachers being empowered and developed to teach leadership to the students? What
         leadership development PD do the teacher receive?
    -    What structured support are in place specifically for non-certified teachers?
    -    School counselors are not consistently attending DCSD trainings due to scheduling conflicts.
    -    If the counselor is assigned teaching responsibilities during the school day, how does LPA ensure that
         the services and supports of a school counselor are accessible to students?
    -    How does the Leadership Curriculum support academic gains?
    -    How is leadership embedded outside of the elective course offering?
    -    Provide evidence with the response to the initial memo that the staffing and recruitment plan provides
         sufficient academic, non-academic, and mission-critical staff to cover all of the courses and programs
         described in the Academic Plan.
    -    Response to question about specific support for CAO lacked detail and clarity on a structure or system
         to support this role.


                       Performance Task                                     Standard                   Rating


Governing Board Performance Task: In reviewing LPA’s most                                            Meets the
recent academic performance data, you identify several                                               Standard
concerning trends in the data set which need to be addressed
(specifically in the data for the following student subgroups—
Black males, Hispanic males, students with disabilities, and/or                                       Partially
                                                                    The Board demonstrates the
multi-lingual learners).                                                                             Meets the
                                                                   capacity to confront potential
                                                                     pitfalls in opening and/or      Standard
                                                                       operating a school by
Questions:                                                         identifying the root causes of
   a. Discuss the Governing Board’s process for identifying           plausible challenges and       Below the
        potential causes for these trends.                         solutions to those challenges.    Standard
   b. Identify specific board members with primary
        responsibilities in this scenario.
   c. Propose potential solutions and next steps.                                                   Far Below the
   d. What policies and/or procedures influenced your                                                 Standard
        decision-making process?


Responses from Governing Board:
    -   CAO presented data to Board as she would in a Board meeting. The data is baseline. The Board’s
        target is for 75% to be developing or above. How do we move the needle for students with disabilities.
    -   The majority of students are Black. The school does not have Hispanic students.
    -   The school will first look at entire population, and then drill down to subgroup.
    -   The school needs data on how close the students were to moving to the next category.
    -   What did the Board learn at the national charter schools conference that we can look at in terms of
        ELA?
    -   Suggestions for Middle School Level – Incorporate inside the schoolhouse time for students to read
        their book of choice. Typically the students struggle with reading comprehension. Can we incorporate
        times of day for students to read and then present to the class on what they are reading? This could
        be a strategy beyond purchasing a program.
    -   The school is going back to its 25-year campaign. The school had closed down the literacy room so
        that students were not sharing books. This year, the school has purchased s asset of books for each
        students. The Board may consider a line item amendment so the students can have a set of books at
        home and at school. The CAO will talk with teachers about how to carve out time for reading. The
        school has reading specialists. Do the books on the reading list include young men? Does the school
        use comic books for young boys (complex characters, graphics, etc.)? Can we partner with local thrift
        stores to provide Marvel comic books?
    -   Are there technology issues? Are the students in MTSS? Are interventions being implemented with
        fidelity? Are lessons on study skills and test taking strategies needed?
    -   Consider a mentoring program or connect students with college students who can read with the
        students virtually.
    -   The school does not need to reinvent the wheel. Keep the main thing the main thing. Tap into
        graduate and doctoral students who have done research in this area. There are EDD and PhD
        consortiums with African Americans who have done research in this area.
    -   Are the students with IEPs meeting their IEP goals? The students may be advancing as it relates to
        goals but those advances may not be translating to the state tests.
    -   Nest steps – CAO will meet with team to develop a plan for student developing and above to continue
        to trend up. Board member with interest in comics may be asked to develop an after school program.
        CAO will do additional data analysis. Counselor will reach out to graduate school programs.
        Incorporate test-taking strategies in computer classes. Ensure that students have the stamina to read
        long passages. Do a deep dive. Bring back a comprehensive plan to the Board to ensure that all
        students are moving forward.

Review Committee’s Comments or Concerns:
    -   The Board defaulted to educators in addressing scenario.
    -   Sustained silent reading is in alignment with current research. Does the Board have members who
        push them to think about current academic research?
    -   When drilling down into subgroups, does the Board have knowledge to make recommendations for
        teacher support to address needs?
    -   Part D of the scenario was not addressed.
    -   It is unclear whether the solutions posed would move the needle for the challenge presented.
    -   Committee/task force assignments were not made.
    -   Does the Board have committees?