Governing Board Capacity Interview Rubric

AID 1722017 · View on Simbli

Agenda Item

b. DeKalb PATH Academy ~ Charter Contract Extension

Summary: Presented by: Ms. Kina M. Champion; Director, School Innovation; Division of Access & Opportunity
Request: It is requested that the DeKalb Board of Education approve an extension of the charter contract of DeKalb PATH Academy for two years ending June 30, 2027.
Why: The charter petition review committee identified aspects of the petition that benefit students attending the charter school:

The petitioner presents a compelling case for the unmet need in the DeKalb County School District that DeKalb PATH Academy meets. The school maintains a waiting list of approximately 500 students. The school administration and educators have an understanding of the unique characteristics of DeKalb County’s educational landscape.
The Governing Board, staff, and stakeholders demonstrate a deep, realistic, or authentic understanding of the targeted population. The petitioner demonstrates an understanding of the economic, political, historical, and social contexts of the community it serves.
Financial policies/protocols are comprehensive. DeKalb PATH Academy has adequate levels of cash on hand, including cash reserves and/or contingencies for unexpected shortfalls.

Concerns:


DeKalb PATH Academy has agreed with its current leaser to a two-year lease extension ending June 30, 2027. However, the Governing Board did not provide a plan for leasing or purchasing a facility beyond June 30, 2027.
In 2019, PATH’s current charter was renewed with the condition that “the petitioner will consistently adhere to Georgia’s Open Records and Open Meetings laws by making all required documentation and information available on its Governing Board web page in a timely and organized manner.” This condition has not been met. The petition review committee recommends a corrective action plan to address persistent non-compliance with Georgia’s open meetings/records requirements.
As acknowledged in the petition, DeKalb PATH Academy did not meet CCRPI content mastery targets for either of the data reporting years in the current charter term. Additionally, PATH did not meet its 2022-2023 elementary progress score target.
Details: Each year, the district accepts applications from existing charter school Governing Boards to renew their charter contracts. On October 17, 2024, the Governing Board of DeKalb PATH Academy submitted a renewal petition. The charter school’s current charter contract will expire on June 30, 2025. Upon initial review by the School Innovation Department, the application was deemed complete. Per DeKalb Board of Education policy, the petition moved through the formal review and evaluation process. The petition review committee conducted site visits (which included stakeholder focus groups and classroom observations) on October 4, 9, and 10. School Innovation facilitated the Governing Board Capacity Interview for DeKalb PATH Academy on October 30. The Superintendent's site visit was held on November 7. On November 8, DeKalb PATH Academy submitted its response to the Initial Clarification Memo and its final revised petition.

The recommendation of the petition review committee is based on an evaluation of the written petition (narrative and exhibits), the petitioner’s response to the Initial Clarification Memo, the Governing Board Capacity Interview, governing board observations, site visits, classroom observations, data analysis, and independent due diligence.
Financial impact: The two-year financial impact on the general fund is estimated to be $10,207,740.50.
Contact: Dr. Triscilla Weaver; Chief of Access & Opportunity, Division of Access & Opportunity, 678-676-0485

Ms. Kina M. Champion; Director, School Innovation; Division of Access & Opportunity, 678-676-0718
Effective: July 1, 2025 - June 30, 2027
Status: Approved by General Counsel
                          Governing Board Capacity/Clarification Interview Rubric
                                     DeKalb PATH Academy (PATH)
                                           October 30, 2024

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
                                                                   The applicant makes a
 Clarifying Questions:                                            compelling case for why        Meets the
     1. Per the petition, PATH’s mission is to serve local        the school fills an unmet      Standard
          “immigrant and refugee” families. Has the student      need in the DeKalb County
          population changed or remained the same over              School District. The
                                                                 applicant demonstrates an
          time? (p. 11)                                                                           Partially
                                                                    understanding of the
     2. Provide additional details about the school’s                                            Meets the
                                                                       community or
          community outreach efforts.                             communities the school         Standard
     3. Describe how teachers and families were involved         serves or is likely to serve.
          in “planning, analyzing, and reviewing petition         The Board demonstrates
          content.”                                                 cultural competency          Below the
                                                                       specific to the           Standard
                                                                 communities with whom it




                                                     1
                                                              works or seeks to work,
                                                               including the ability to       Far Below
                                                             articulate the root causes          the
                                                             of the needs it seeks to fill.   Standard

Responses from Governing Board:
   - During COVID, there was a shift in the student population. The school is now serving 53%
       ESOL students. As such, instructional approaches have changed.
   - Change - The school is now serving second and third generation immigrant families. In the
       beginning, the school served primarily newcomers.
   - The needs of the families have evolved over time as families try to navigate evolving legal
       requirements. The community has knowledge of the support for multilingual families available
       through the school.
   - Community Outreach – The school communicates with local businesses so that the community
       can learn about the school. The school receives interest and positive feedback on cultural
       activities and diversity. The school hosts festivals and events for its vendors.
   - The school values the community. The community values the school.
   - Friends of the Community (a non-profit organization) partners with the school for Three Kings’
       Day. This is a community event that takes place at the school. The event provides health
       services, entertainment, and food. The organization does goodwill in the community that
       impacts PATH families.
   - Teacher/Family Involvement in Petition Development – The teachers were involved in creating
       the petition. The teachers assisted with some of the exhibits. The parents are always present
       in the school to advise. The Board gets parents’ input all the time. The monthly Board
       meetings include public comment. The school has parent engagement nights. Families can
       provide suggestions at any time.

Review Committee’s Comments or Concerns:
    - The petitioner did not include letters documenting community partners as exhibits with the
       petition. The Petition Review Committee expressed confusion about this omission as the
       school has otherwise demonstrated that community partnerships are one of its strengths.
    - During site visits, the applicant made a compelling case for why the school fills an unmet need
       in the DeKalb County School District.
    - The Governing Board includes parents, members of the community (with a Finance
       background), a teacher (Chair), and former educators.
    - The charter petition mentions that 40-50% of students are accepted into competitive schools.
       (p. 11). What is PATH’s definition of competitive schools? The Petition Review Committee
       requests clarification on whether the definition of competitive schools extends beyond private
       schools.
    - Are DeKalb PATH Academy students eligible for merit-based or needs based scholarships to
       attend private schools? If so, how does DeKalb PATH Academy support parents in identifying
       scholarship/funding sources?


                    School Governance                                 Standard                 Rating




                                                  2
                                                               The governance structure
 Clarifying Questions:                                             is designed to (a) put
                                                                 students first, including    Meets the
                                                               being responsive to family     Standard
    1. Describe the Governing Board’s current process for
                                                                and community input; (b)
       providing academic and operational oversight. (p.            achieve the school’s
       81)                                                     mission and goals; and (c)
                                                                                               Partially
    2. Provide a timeline for the Board succession              ensure legal compliance,
                                                                                              Meets the
       planning action steps listed on pages 79-80.              particularly in terms of
                                                                                              Standard
    3. Provide an example of what may be included in the          proactively preventing
                                                                     financial fraud and
       board’s standard operating procedures. (p. 76)
                                                                ensuring the appropriate
    4. Although DeKalb PATH has existed as an authorized         use of public funds. The     Below the
       DCSD charter for more than 20 years, the petition        governance structure will     Standard
       states that the board is currently transitioning to a   ensure an active, engaged,
       committee structure (pg. 77). Why is it that the        knowledgeable Board that
                                                                  has timely, deep, and
       board is only now finding that the committee
                                                                 broad knowledge of the
       structure is needed?                                         school’s operations,
                                                                 finances, and students’     Far Below the
                                                                    needs, and operates        Standard
                                                                     independently and
                                                                       autonomously.

Responses from Governing Board:
   - Board members shared in their introductions their motivation for joining the Governing Board.
   - The Board works well with the school leader.
   - The Board receives academic and financial reports at each meeting. This helps the Board
       know what is going on in the school.
   - The PATH Governing Board is smaller than most Boards. This is why the Board has not
       previously used committees. The Board meets on a monthly basis. The Board is now growing.
       As such, PATH will begin building out its committee structure. The Board had committee
       structures in the past when it was larger.
   - The Board will continue to engage with a consultant on board development—including
       strategic planning. The process will require data gathering. The Board will pull out key themes.
   - Examples of Standard Operating Procedure – The Board has protocols for addressing
       grievances.
   - Board members have specific roles. The Chair runs the meeting. The vice-chair steps in when
       the Chair is not available. The Board has a secretary.

Review Committee’s Comments or Concerns:
    - The Governing Board has struggled with Open Meetings/Records compliance in the current
       and previous charter terms. In 2019, the recommendation for PATH’s charter renewal
       included the following condition: The petitioner will consistently adhere to Georgia’s Open
       Records and Open Meetings laws by making all required documentation and information
       available on its Governing Board web page in a timely and organized manner. This condition
       was not met. The explanation for not meeting the condition is not sufficient.
    - A corrective action plan is needed to address persistent open meetings/records concerns. The
       plan should include time-bound goals and milestones.


                                                   3
    -   The Governing Board now includes one member with professional experience in Open
        Meetings/Records compliance.
    -   Additional context is needed on the factors that contributed to the turnover of board
        members. What criteria will be used to recruit new board members to promote sustainability?
    -   The petition review committee expresses concerns that the PATH’s committee structure has
        been inconsistent.

                Academic Performance/Plan                            Standard                Rating

 Clarifying Questions:                                               The applicant         Meets the
                                                                   demonstrates the        Standard
 1. What are the implications of a teacher-created              capability to design or
    curriculum? What anchors the curriculum?                  select a comprehensive,
                                                               high-quality curriculum
                                                                                            Partially
 2. How do you ensure high quality instructional                                           Meets the
                                                                (standards, resources,
    materials with a teacher made curriculum?                  methods of instruction,     Standard
 3. How are students who are dually identified (ESOL        and formative assessments
    and Special Education) served? (page 48)                  for each core, electives,    Below the
 4. Flexible groupings are mentioned in the petition, but        and mission-specific      Standard
    the description sounds more like tracking.              subjects). The curriculum is
    Clarification is needed on the difference between the      inherently inclusive and
    flexible groups described by PATH and traditional        designed to be responsive
    ability grouping? (pg. 12, 17)                           to students’ needs; clearly
                                                              interrelated between its     Far Below
                                                             components; and directly         the
                                                                aligned to the school’s    Standard
                                                                  goals, mission, and
                                                              educational philosophy.

Responses from Governing Board:
   - A teacher-created curriculum creates buy-in and investment. The adjustments that are made
       along the way are made by those who created the structure. This curriculum gives the
       teacher the ability to course-correct quickly. PATH’s model allows teachers to visit other
       teachers’ classrooms and see how the lesson should be taught.
   - A flexible instructional model allows for improvement in real time.
   - Teachers have a voice in the curriculum.
   - GA Standards anchor the curriculum.
   - In the past, the curriculum left with the teacher. The school is working to keep those assets
       at the school. This helps the school not lose the wonderful work that plays to teachers’
       strengths. The school has benefitted from low turnover.
   - Instructional materials are reviewed weekly with the weekly lesson plan reviews. There is a
       line item available in the budget for instructional materials. Department heads are working
       with a budget line item on a yearly basis. Teachers know what has been approved in the
       budget for the year.
   - ESOL students are served in small groups in the morning. This year, students are grouped by
       their composite scores. This ensures that students get what they need. PATH uses the co-
       teaching and small group SPED models. The students cannot be served in the same model.
       Most students are in co-taught classes.

                                                 4
    -   The teachers are dual-certified. Students' grades have improved due to extended days.
    -   The school believes that the petition is clear that students are not tracked with data only.
        Traditional tracking uses only data. The students are grouped based on strengths. Some
        students enter the school only with the information that is available in Infinite Campus.
        Teachers hold weekly team meetings and make decisions about where to place students.
    -   The principal/CEO provided a specific example of the flexible grouping experience at PATH for
        a child from the time the child enters the school. The example included how the experience
        differs from traditional tracking. The example also demonstrated how teachers collaborate in
        making decisions about flexible grouping.
    -   PATH starts school a week before DCSD schools to allow time for making decisions around
        flexible grouping.
    -   Parents shared their students’ positive experiences with flexible grouping at PATH. Parents
        expressed that they believe the flexible grouping has helped their students to excel and has

Review Committee’s Comments or Concerns:
    - The petition review committee expressed concerns about the applicants’ capability to design
       or select a comprehensive, high-quality curriculum.
    - The petitioner does not describe gifted services at DeKalb PATH Academy. In the Initial
       Clarification Memo, request more information on gifted services, including delivery models,
       the student population, the gifted identification process, and number of gifted certified
       teachers.
    - Special Education Program Clarification Needed – Provide additional clarification on support
       for students with disabilities in Saturday School and extended day. How do you serve
       students with disabilities who transfer or move into the school with services in a small group
       setting? How does flexible grouping foster students with disabilities’ growth?
    - How does PATH support professional development for teachers in meeting the evolving
       needs of SPED students, especially those with dual needs (SPED and ESOL)?
    - Analysis of the causes of the dramatic decrease in Social Studies scores is needed.
    - ESOL Program - Does the school have intensive English students? If so, how specifically are
       they servicing intensive English students? Confirm the number of segments ESOL students
       receive. The district is concerned with the EL progress. A high percentage of ELs did not make
       positive band to band movement.
    - ESOL Program - The description for re-testing ELs in the petition does not follow GADOE
       protocol. This information needs to be revised in the petition.
    - ESOL Program - The reclassification process is described. However, the clear exit process is
       not described. Reclassification criteria not explicitly stated.

                Financial Performance/Plan                            Standard                     Rating
                                                                                                 Meets the
Clarifying Questions:                                          The financial and facilities      Standard
                                                            plans, including the proposed         Partially
                                                                budget, are thoroughly           Meets the
    1. In its new charter term, PATH will develop a        developed and aligned with the
                                                                                                 Standard
       strategic plan designed to identify areas of         proposed school’s mission and
                                                                                                 Below the
       academic, operational, and financial                education program. The budget
                                                            is balanced and conservative;        Standard
       improvement and to develop strategies and                                               Far Below the
                                                             reflects all necessary outlays,
       actions plans aligned with PATH’s vision and        including any unique programs         Standard

                                                  5
       mission. (p. 78) Describe the Governing Board’s     described in the academic plan;
       vision and desired outcomes for this process.          ensures adequate levels on
                                                             cash on hand, including cash
    2. What is the current fund balance for DeKalb          reserves and/or contingencies
       PATH Academy? What contingencies are built           for unexpected shortfalls; and
       into your annual budget?                            contains no accounting errors.
    3. Which Governing Board members have                    The revenue projections are
                                                           realistic and sufficient to meet
       experience in large-scale fundraising?               school expenditures. Both the
                                                            finance and facilities plans are
                                                               realistic and informed by
                                                           accurate assessment, including
                                                            key funding opportunities and
                                                                 facilities availability.



Responses from Governing Board:
   - The school will need to address its transportation issue. It moved quickly into an unfavorable
       contract. The school hopes to move into a less expensive transportation contract.
   - The school will need to do a needs assessment. The school will study academic data.
   - Retaining staff and attracting quality staff is important. The Board has decided to keep its
       salaries the same as DCSD salaries to retain teachers.
   - Honoring the needs of the community is important to PATH. The school does not want to
       make assumptions about what are the needs of the staff, community, and families. The
       school is preparing to assess the needs of its community. Strategic planning provides a
       structure for an on-going conversation. The process will include culture.
   - The school shares a financial report at each meeting. The school maintains a balance of at
       least $2.2 million in its contingency. The school uses a Georgia Fund ONE account as part of
       its contingency plan. A typical year may end with a surplus. A percentage of the surplus goes
       into the high yield interest fund. The school began with $20,000 and had added more each
       year. This fund is in collaboration with a government agency.
   - Fundraising - The school has secured donations recently. Different Board members play a
       role in fundraising. Board members have experience with fundraising and grant writing. The
       school reaches out to local businesses to support the school. Example – The chorus class is
       supported by fundraising.

Review Committee’s Comments or Concerns:
    - The Governing Board should create a 5-year contingency budget considering other options
       for building space/locations. The budget should include underlying assumptions.
    - What contingency plan has PATH put in place to resolve transportation issues that may occur
       during the new charter term?
    - DCSD Risk Management requests multiple items missing from Exhibit 16.
                Organizational Performance                            Standard                   Rating
                                                             The organizational plan           Meets the
 Clarifying Questions:                                      aligns with and supports           Standard
    1. The Governing Board has struggled with               the school’s mission and            Partially
         compliance with Georgia’s Open                    educational philosophy, is          Meets the
         Meetings/Records requirements this charter         designed to support the            Standard
         term. Describe the measures the Governing              school’s goals and             Below the
                                                             academic achievement              Standard

                                                  6
      Board is taking to remain in compliance with             expectations and is
      the law.                                               accurately reflected in
   2. Given the two-year lease extension provided by       the budget. The staffing
      its leaser, what options is the Governing Board        and recruitment plan
      exploring to secure a facility. How is the               provides sufficient
      Governing Board navigating this uncertainty?        academic, non-academic,
      What are the potential organizational and            and mission-critical staff
      financial implications for PATH?                    to cover all of the courses
   3. Executive Summary – The school does not plan         and programs described
                                                                                           Far Below
      for an increase or decrease in enrollment in the       in the Academic Plan.
                                                                                              the
      next charter term. Please explain how the           The Board has all areas of
                                                                                           Standard
      school maintains consistent enrollment.              knowledge and expertise
                                                            necessary to operate a
                                                          successful charter school,
                                                           and the school leader(s)
                                                              have or will have the
                                                            expertise and resources
                                                              to fulfill the school’s
                                                               mission and goals.


Responses from Governing Board:
   - The most important thing the Board is doing is training. The secretary now knows who to
       send the notes to for posting. The website has been updated.
   - The Board now includes an Open Records Clerk.
   -    The school has a meeting with the Board of Trustees concerning the lease. The Board feels
       confident in solving this issue. The school was able to find a solution for transportation.
   - The Board is open to facilities that may be available through DeKalb County School District.
   - The school has a $3 million contingency fund. The school is curious about the timing of the
       lease and why the leaser chose a two-year agreement. The school has not been given priority
       to engage. The school has had a partnership with the university for more than 20 years. The
       school has a new president who has been less engaged.
   - The school has not yet engaged with DCSD Operation as the news from the leaser was
       received less than two weeks before the Governing Board Capacity Interview.

Review Committee’s Comments or Concerns:
    - The school does not currently have a long-term facility plan or lease agreement beyond the
       current two-year extension provided by the leaser.
    - The school does not plan to increase or decrease enrollment in the next charter term.


                   Performance Task                                Standard                 Rating


Governing Board Performance Task: Review the ACCESS        The Board demonstrates the      Meets the
data provided by the ESOL team. The data shows DeKalb     capacity to confront potential   Standard
                                                            pitfalls in opening and/or




                                                 7
PATH Academy’s most recent performance on the                    operating a school by
                                                             identifying the root causes of     Partially
ACCESS assessment. ACCESS is given annually to monitor                                         Meets the
                                                                plausible challenges and
English Learner students' progress in learning academic      solutions to those challenges.    Standard
English.

    a. How would the Governing Board approach this                                             Below the
                                                                                               Standard
       challenge?
    b. What additional info would be helpful to deliver
       a quality analysis to the school community?
    c. Discuss the Governing Board’s role in ensuring
       that the needs of multi-lingual learners are met.
    d. Which budget line items, if any, would you
                                                                                              Far Below the
       recommend revising in order to help achieve                                              Standard
       your identified solution? How would the Board
       determine the budget line items that are off
       limits for revision?



Responses from Governing Board:
   - Principal/CEO explained the purpose of the ACCESS assessment and walked the Governing
       Board through the data. The Assistant Principal supported the data analysis.
   - ACCESS looks at student performance through different lenses. Is the student advancing to
       different language acquisition bands?
   - Support Available – PATH is addressing learning modalities through morning groups. During
       extended day sessions, the students are participating in small groups for language
       acquisition.
   - When there is lack of movement in grade bands, it raises questions about appropriate grade-
       level work, scaffolding, curriculum maps, etc. The school has new curriculum maps.
   - Some students moved multiple grade bands.
   - Questions from the Board – What is the root cause? The composite groupings are new. This
       is the first year that the school has had 70% of teachers trained. Is extended day being
       implemented with fidelity after the training? The morning group work is new.
   - Are there any trends in the group that did demonstrate growth/movement? The school
       should dissect the data. The students who are moving in their grade band are 6th grade.
       Teachers must ensure that the students are having instructional conversations using
       academic language. Instructional conversations need to be used outside of the extended
       day.
   - Strategies – Analyze teacher proficiency. The workaround planning for extended days and
       curriculum is housed in planning meetings. How is the ELA department addressing this issue?
       How is this issue being addressed in Social Studies or math? The school leader will look at the
       plans. Administrators will conduct observations.
   - How is PATH assessing the work that it is doing around the curriculum? This will be the
       school’s next step in its work with a consultant.
   - The ESOL population has grown dramatically. This triggered conversations with a state
       university about instructional conversations. The population grew at the same time that
       students were not exiting the program.



                                                   8
   -   Board Questions: Are the results from ACCESS similar to the assessment results in other
       areas? When is the ACCESS assessment given? How is a “band” defined?
   -   Summarize Next Steps – The Board may attend the department planning meetings. The work
       of addressing assessments is the next phase of PATH’s work with its consultant. The
       principal/CEO will provide a cut of the data to dig in deeper with 6 th grade data. What is 6th
       grade doing differently to get positive results? At its next Board meetings, the principal/CEO
       will share what the next stage of the school’s work on assessments will be.

Review Committee’s Comments or Concerns:
    - The Governing Board is highly collaborative.
    - The CEO/Principal and Assistant Principal demonstrate strong instructional backgrounds and
       knowledge.
    - The Governing Board identified similar key findings to those identified by the DCSD Research,
       Data, and Evaluation team and the petition review committee.




                                                  9