Charter Contract and Performance Framework
Description: Charter Contract and Performance Framework Outcomes Appreciation for how the related parts make a whole Contract, Frameworks, Monitoring, Renewal Develop a collaborative approach to the development of the frameworks How should we proceed?
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slide1. Charter Contract and Performance Framework<br>
slide2. Outcomes Appreciation for how the related parts make a whole
Contract, Frameworks, Monitoring, Renewal
Develop a collaborative approach to the development of the frameworks
How should we proceed?<br>
slide3. The Charter Contract: Present Application and Written Agreement
Blueprint for the school; proposed plan
Audience – parents and students, community, sponsor, funders, teachers/recruiting tool
Treating the application as the charter (1/2) has implications on application review
Example - Curriculum: to be developed, if a proposal yes but if charter then no.
Fails to define MATERIALITY<br>
slide4. The Charter Contract: Proposed Materiality: something is material if it is relevant and significant to the outcome.
For school and sponsor – the relevant outcome is a renewal decision.
Is the contract term material? Hinges on whether it would be relevant and significant to the sponsor in making a renewal decision.<br>
slide5. The Charter Contract: Proposed The embodiment of the autonomy for accountability bargain
Clearly articulates the rights and responsibilities of both parties
School autonomy
Expected outcomes
Measures for evaluating success or failure
Performance consequences and other material terms<br>
slide6. External Authority Schools and sponsors operate under the shadow of laws and regulations.
Multi-layered legal framework that includes federal, state, local codes and policies
Contract needs to explicitly identify the state law and regulation with which the school is expected to comply (alt. exempted from)<br>
slide7. Material Terms: Categories Recitals
Establishment of School
Operation of School
School Financial Matters
Personnel
Charter Term, Renewal and Revocation
Operation of the Contract
Sponsor Policies<br>
slide8. Sponsor Policies (Examples) Performance Frameworks
Pre-Opening Procedures
Financial and Attendance Reporting
Scope of Independent Audit
Comprehensive EMO Contract Req.
School Intervention Protocol
Renewal Decision Making Protocol
School Closure Protocol<br>
slide9. Consideration in Contract Development Means and Ends
Shifting from how to what
Fundamental tension – most efforts (Title programs, IDEA, civil rights) focus on procedure
Contract must balance
Each additional requirement constrains flexibility and autonomy.
New regulation vs potential cost<br>
slide10. Consideration in Contract Development When to stop
Test whether a term warrants inclusion
Material?
Typical that material changes require amendment
Change facility – yes
Eliminate science focus at a Math and Science Academy – yes
Change textbooks in 6th grade math – no<br>
slide11. Sponsor Policies: Performance Frameworks Contract is a COMPLIANCE document
Performance Frameworks – Heart of the Contract<br>
slide12. Performance Management<br>
slide13. What is a Performance Framework Contractual
Expectations for performance and compliance
Enforced through monitoring, evaluating, and intervention and decision-making Autonomy Accountability<br>
slide14. Performance Framework: Development<br>
slide15. Review of Existing Practices Heavy on compliance (how)
Compliance may be performance
Or accepted as a proxy
Materializes in APA
Vast majority of 36 items are operational
Next, financial
Finally, academic
Disconnected
Meaningful?<br>
slide16. Performance Framework Sections<br>
slide17. Academic Framework<br>
slide18. Framework Components<br>
slide19. Academic Framework Purpose: determine whether schools are academically successful and effective
Primary Source(s):
State Accountability system
Publicly available information
Action Steps: identify schools that are candidates for
Replication/Expansion
Intervention
Renewal/Nonrenewal
Closure
Transparency: make summary data available to the public<br>
slide20. Academic PF Considerations Weightings
Aggregate or not
Must ensure a multidimensional view of performance
Demands on resources – more testing, more data
No reversion to process, focus on outcomes<br>
slide21. Financial Framework<br>
slide22. Framework Components<br>
slide23. Financial Framework Purpose: assess financial health and viability
Primary source(s): independent financial audits
Action steps: Analysis of more current (unaudited) financial data to:
Assess potential problems prior to emergency
Anticipate financial failure and remedy
Transparency: Appropriate use of public funds and viable for continued investment<br>
slide24. Organizational Framework<br>
slide25. Framework Components<br>
slide26. Organizational Framework Purpose: ensure compliance with legal obligations
Primary Source(s): self-reported, 3rd party monitoring, sponsor monitoring (e.g., school visits)
Action Steps: staged intervention including notification, follow up investigation, demand for remedy, etc.
Transparency: Parameters for appropriate autonomy and protecting students’ and the public’s interest<br>
slide27. Framework Guidance Purpose: Provide authorizers with guidance necessary to develop and implement a quality Performance Framework that is aligned with the Principles and Standards
Content
Definition
Methodology
Implementation guidance (information sources)
Follow up guidance (intervention)<br>
slide28. Next Steps Initial thoughts
PF Committee
Charge – collaborate on the development of the PF, bring technical capacity or access to, identification of critical questions, make general recommendations
Charter Contract Committee
Provide “just in time” feedback to consultant and Authority staff in the development of the model contract.<br>
slide2. Outcomes Appreciation for how the related parts make a whole
Contract, Frameworks, Monitoring, Renewal
Develop a collaborative approach to the development of the frameworks
How should we proceed?<br>
slide3. The Charter Contract: Present Application and Written Agreement
Blueprint for the school; proposed plan
Audience – parents and students, community, sponsor, funders, teachers/recruiting tool
Treating the application as the charter (1/2) has implications on application review
Example - Curriculum: to be developed, if a proposal yes but if charter then no.
Fails to define MATERIALITY<br>
slide4. The Charter Contract: Proposed Materiality: something is material if it is relevant and significant to the outcome.
For school and sponsor – the relevant outcome is a renewal decision.
Is the contract term material? Hinges on whether it would be relevant and significant to the sponsor in making a renewal decision.<br>
slide5. The Charter Contract: Proposed The embodiment of the autonomy for accountability bargain
Clearly articulates the rights and responsibilities of both parties
School autonomy
Expected outcomes
Measures for evaluating success or failure
Performance consequences and other material terms<br>
slide6. External Authority Schools and sponsors operate under the shadow of laws and regulations.
Multi-layered legal framework that includes federal, state, local codes and policies
Contract needs to explicitly identify the state law and regulation with which the school is expected to comply (alt. exempted from)<br>
slide7. Material Terms: Categories Recitals
Establishment of School
Operation of School
School Financial Matters
Personnel
Charter Term, Renewal and Revocation
Operation of the Contract
Sponsor Policies<br>
slide8. Sponsor Policies (Examples) Performance Frameworks
Pre-Opening Procedures
Financial and Attendance Reporting
Scope of Independent Audit
Comprehensive EMO Contract Req.
School Intervention Protocol
Renewal Decision Making Protocol
School Closure Protocol<br>
slide9. Consideration in Contract Development Means and Ends
Shifting from how to what
Fundamental tension – most efforts (Title programs, IDEA, civil rights) focus on procedure
Contract must balance
Each additional requirement constrains flexibility and autonomy.
New regulation vs potential cost<br>
slide10. Consideration in Contract Development When to stop
Test whether a term warrants inclusion
Material?
Typical that material changes require amendment
Change facility – yes
Eliminate science focus at a Math and Science Academy – yes
Change textbooks in 6th grade math – no<br>
slide11. Sponsor Policies: Performance Frameworks Contract is a COMPLIANCE document
Performance Frameworks – Heart of the Contract<br>
slide12. Performance Management<br>
slide13. What is a Performance Framework Contractual
Expectations for performance and compliance
Enforced through monitoring, evaluating, and intervention and decision-making Autonomy Accountability<br>
slide14. Performance Framework: Development<br>
slide15. Review of Existing Practices Heavy on compliance (how)
Compliance may be performance
Or accepted as a proxy
Materializes in APA
Vast majority of 36 items are operational
Next, financial
Finally, academic
Disconnected
Meaningful?<br>
slide16. Performance Framework Sections<br>
slide17. Academic Framework<br>
slide18. Framework Components<br>
slide19. Academic Framework Purpose: determine whether schools are academically successful and effective
Primary Source(s):
State Accountability system
Publicly available information
Action Steps: identify schools that are candidates for
Replication/Expansion
Intervention
Renewal/Nonrenewal
Closure
Transparency: make summary data available to the public<br>
slide20. Academic PF Considerations Weightings
Aggregate or not
Must ensure a multidimensional view of performance
Demands on resources – more testing, more data
No reversion to process, focus on outcomes<br>
slide21. Financial Framework<br>
slide22. Framework Components<br>
slide23. Financial Framework Purpose: assess financial health and viability
Primary source(s): independent financial audits
Action steps: Analysis of more current (unaudited) financial data to:
Assess potential problems prior to emergency
Anticipate financial failure and remedy
Transparency: Appropriate use of public funds and viable for continued investment<br>
slide24. Organizational Framework<br>
slide25. Framework Components<br>
slide26. Organizational Framework Purpose: ensure compliance with legal obligations
Primary Source(s): self-reported, 3rd party monitoring, sponsor monitoring (e.g., school visits)
Action Steps: staged intervention including notification, follow up investigation, demand for remedy, etc.
Transparency: Parameters for appropriate autonomy and protecting students’ and the public’s interest<br>
slide27. Framework Guidance Purpose: Provide authorizers with guidance necessary to develop and implement a quality Performance Framework that is aligned with the Principles and Standards
Content
Definition
Methodology
Implementation guidance (information sources)
Follow up guidance (intervention)<br>
slide28. Next Steps Initial thoughts
PF Committee
Charge – collaborate on the development of the PF, bring technical capacity or access to, identification of critical questions, make general recommendations
Charter Contract Committee
Provide “just in time” feedback to consultant and Authority staff in the development of the model contract.<br>