Charter Schools Weekly Newsletter (Includes Action Items)

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Office of Charter Schools

6303 Mail Service Center, Raleigh, NC 27699-6303  •  919.807.3491


Upcoming Events 


May 1 - 3, 2018 

State Board of Education Meeting


May 7, 2018

Charter Schools Advisory Board Meeting

Action Items Due 


April 17 - May 10, 2018

PowerTeacher Pro Training Opportunities


April 19, 2018

Preparing to Lead with Character Registration Due - Register Here


April 21, 2018

Positive Behavior Support (PBS) Teacher Summit

Action Items Due Next Week  

April 23, 2018

DLI Grant Due


April 25, 2018

Applications Due - Preparing to Lead with Character Workshop


April 27, 2018

Membership Report Due - Educator Human Capital Policy and Research

Future Action Items  

April 30, 2018

PF Submission #2


May 1 - June 1, 2018

Charter School Health Report


May 7, 2018

Charter School Cash Management and MSA Training


May 11, 2018

Dyslexia Capacity Building Application Due

Charter School Cash Management and MSA Training


May 15, 2018

Coding and Mobile Application Grants Due

May 20, 2018

New Charter School Leaders Institute Registration Due


June 5, 2018

EC Directors' Webinar - 10:00 - 11:00 am

June 12-13, 2018

New Charter School Leaders Institute


June 15, 2018

McKinney-Vento Data Submission

Home Base Opt-In


June 22, 2018

Middle School Summit


June 26, 2018

Final Opportunity - WS-FTP Historical Download


July 15-17

NC  Association for Public Charter Schools Conference


August 7, 2018

EC Directors' Webinar - 10:00 - 11:00 am


August 7- 9, 2018

Growing Success for ELs Conference


October 2, 2018

EC Directors' Webinar - 10:00 - 11:00 am


November 14-16, 2018

EC Conference


December 4, 2018

EC Directors' Webinar - 10:00 - 11:00 am

NCDPI Office of Charter Schools (OCS) Updates

3rd Grade State Bonus- Second Installment


On April 12, the Division of School Business made adjustments to PRC046 to revert unused funds and reallot to provide the 2nd installment bonus to qualified teachers.  Attached is a file providing the details by LEA of the adjustment that was made in revision 039.  The following are the steps that were taken (Columns refer to the attached spreadsheet): 



Column D

The number of eligible teachers who were determined to be in the top25% of the EVAAS scores in the State in 3rd grade reading



Column E

The allotment provided for these eligible teachers to receive the initial bonus amount of $3,365 (+ social security) – Revision 027



Column F

The number of teachers the LEA/charter determined to be qualified to be paid (The Division of School Business determined this from the payments made in PRC046 by LEAs/cs.)



Column G

The number of teachers who were NOT qualified to be paid (i.e. The teacher left the LEA).



Column I

The amount of funds reverted (# of teacher not qualified x bonus + SS)



Column J

The amount to be allotted to each LEA/Charter for a second installment bonus (Total reversion/# qualified teachers).



Column L

Net amount in revision 039 of the reversion + reallotment

Each qualified teacher is eligible for a 2nd installment bonus of $360 (+ social security).



Attachment:     LEA+and+CS+Grade+3+State+Bonus+-+8P+FY2018+Adjustment+RPT+%2804-11-2018%29RPT.XLSX

Charter Schools Cash Management and Management Sciences America (MSA) Training 


The NCDPI Division of School Business will have a Cash Management and MSA training class for Charter Schools on Monday, May 7, 2108 or Friday, May 11, 2018 at the Department of Public Instruction in Raleigh, NC, Room #564 from 10:00 am - 4:00 pm.  There is no registration fee for the class, but you must register to attend.  


The class is designed for those who work in the charter school’s finance office.  The class consists of "Hands-on" training with the emphasis on understanding the monthly financial reports, a brief lecture on Compliance & Monitoring, and a brief overview of the Cash Management System.  Instruction is geared to the beginner or new user and as a refresher for others.  There are only a certain number of seats in the training room, so limited space is available on a first come, first serve basis.


The above training dates are for current charter schools.  New charter school training will be given later and the information will be sent out soon.


If you would like to attend this class, please provide your name, charter school number, email address and first and second date choices to Ms. Roxane Bernard at  


If you have questions, please call Roxane Bernard at 919-807-3725.  You will be notified by email when you have been successfully registered for the training class.

2018 Performance Framework – April Submissions

OCS collects evidence of operational, financial, and academic compliance through the Charter School Performance Framework (PF). 


Please find the submission criteria due on April 30, 2018.


Deadline- April 30, 2018- All Schools


                A1- School Report Card and Letter Grade

                A1- Parent Letter (only for schools receiving D/F in 2017)

                A8- Grievance Policy

                A9- Conflict of Interest Policy

                A10- Nepotism Policy

                A13- Evidence of Fire Inspection

                A14- Certificate of Occupancy

                A15- Civil and Liability Insurance Certificate for 2017-18

                A16- Criminal History Policy

                A20- Evidence of Dissolution Funds (only for schools who participate in the NC 

                         Retirement System)

                A21- School Improvement Plan (only for schools identified as Low-Performing and 

                         Continually Low-Performing)


All schools must submit the required documents per the established reporting timelines. Please submit information into the SharePoint system in pdf format only using previously established credentials.


For questions regarding the 2018 Charter School Performance Framework, please contact Ms. Stephenie Clark at (919) 807-3492 or


For technical support, please contact the Help Desk at (919) 807-4357.

OCS Review of PF Submissions


OCS consultants will review each document submitted by schools. Correspondence will be sent ONLY if:


1.     A document was not submitted properly.

2.     A document provided is not compliant.

3.     A required document was not submitted at all in the SharePoint system.


This correspondence will be sent to the Lead Administrator and Board Chair and will include a deadline for correction.


Timeline for Reviews:


(1) March 31st PF Submissions


Review Dates: April 1 – April 30

Correspondence Dates: May 1 – May 4

Timeline for Correction: May 7 – May 18

(2) April 30th Submissions


Review Dates: May 1 – May 31

Correspondence Dates: June 1 – June 8

Timeline for Correction: June 11 – June 22

Buses and Buses

Charter Schools Transportation Grant Update


2.5 million dollars was provided to the NC Department of Public Instruction to establish a Charter School Transportation Grant Program for the 2017-18 school year.


The purpose of the Charter School Transportation Grant pilot program is to reimburse a charter school that has a student enrollment of at least fifty percent (50%) of its students residing in households with an income level not in excess of the amount required for a student to qualify for the federal free or reduced price lunch program. 


OCS has completed the review of the fall transportation grant submissions and notifications of the grant award was sent to each school.  


Schools wishing to receive consideration for the spring submission must send documentation (see attached) by May 18, 2018 to allow enough time to close out end-of-year (EOY) processes. 


Contact with questions or concerns. 



Attachment:      Charter Schools Transportation Grant Application

Two International Associations Honor Union Academy for Outstanding Financial Reporting



Monroe, N.C. -- Two international associations recognized Union Academy Charter School for its outstanding financial reporting standards, demonstrated by its excellent comprehensive annual financial report, or CAFR. A CAFR is a thorough and detailed presentation of the school’s financial condition. The honors show the school’s commitment to transparency, as well as demonstrating its dedication to careful stewardship of public funds. Union Academy is the only charter school in North Carolina to receive these honors.


The awards were presented to the Union Academy Finance Department. An impartial panel judged the CAFR to meet the high standards of the program including demonstrating a constructive "spirit of full disclosure" to clearly communicate its financial story and motivate potential users and user groups to read the report.


“Union Academy carefully manages every dollar it receives,” said Chief Finance Officer Lynn Kroeger. “Our administrators, and especially our finance office staff, recognize the importance of accounting for the resources we receive from federal, state and local funds, as well as our families and supporters.”


This is the eighth year in a row the Government Finance Officers Association of the United States and Canada (GFOA) awarded Union Academy its Certificate of Achievement for Excellence in Financial Reporting. The Certificate of Achievement is the highest form of recognition in the area of governmental accounting and financial reporting, and its attainment represents a significant accomplishment for Union Academy.


Union Academy also received, for the ninth year in a row, the Certificate of Excellence in Financial Reporting COE from the Association of School Business Officials International ASBO. This award recognizes that the school has met the program’s high standards for financial reporting and accountability.


Attached Photo: Union Academy Finance Department honored by two international associations; awards demonstrate school’s commitment to financial transparency and accountability.  (l-r: Pam Glasscock, Amy McSheehan, Tara Jo Helms, Denise Stegall, Lynn Kroeger, Peggy Covington)

Attachment:     Two International Associations Honor Union Academy for Outstanding Financial Reporting

Professional Development

New Charter School Leaders Institute


Registration is now open for the New Charter School Leaders Institute.  This 2-day event will be held June 12-13 at the DPI Building in downtown Raleigh (301 N. Wilmington St.) from 8:00 to 5:00.  


Participants will have an opportunity to hear from experts from NCDPI, DHHS, DPS, and local charter schools on various topics.  Some of the topics will include the Multi-Tiered System of Support, School Safety, State Health Requirements, Legal Updates, and more! 


Please use this link to register:

The registration deadline is Sunday, May 20.  Please contact Dr. Kebbler Williams at or 919-807-3598 for questions about the Institute.

NC Department of Public Instruction (NCDPI) Updates



Action Required*** Payroll Deduction for Membership Fees - All Charter Schools Must Respond


The Office of the State Auditor has asked our NCDPI to assist with the collection of data related to school   employees who pay their membership fees to a professional organization through payroll deduction.  It is our understanding that this information has been collected from LEAs and charter schools in North Carolina in the past.  We ask that each LEA and charter school complete the attached reporting template and submit it to NCDPI through the HR Secure Shell.  NCDPI will not accept templates via email. Our office will compile the data and transmit it securely to the Office of the State Auditor.


The deadline for reporting to our office is April 27, 2018 by close of business.


If you have questions about the purpose of the report or reporting requirements, please contact the liaison for the State Auditor (contact information is in the memo).  If you have questions about the HR Secure Shell, please contact our office (Educator Human Capital Policy and Research) by email (





NC Elementary Teacher and Student

2018 Teacher of the Year Announced Today


The 2018 Burroughs Wellcome Fund North Carolina Teacher of the Year was announced Friday, April 20, during a luncheon at The Umstead Hotel, 100 Woodland Pond Drive, Cary. Alamance-Burlington High School Teacher Wins NC's Top Honors.


The winner succeeds the 2017 Teacher of the Year, Lisa Godwin, a kindergarten teacher at Dixon Elementary School in Onslow County.

The 2018 North Carolina Regional Teachers of the Year are:

  • Northeast: Kaley Kiffner, Perquimans County Middle (Perquimans County Schools);
  • Southeast: Cameron Gupton, Greene Early College High      (Greene County Schools);
  • North Central: Kedecia Stewart, Pinkston Street Elementary School (Vance County Schools);
  • Sandhills: Lindsey Sise, West Hoke Middle (Hoke County Schools);
  • Piedmont-Triad: Freebird McKinney, Walter M. Williams High (Alamance-Burlington Schools);
  • Southwest: Samone Graham, Mooresville High (Mooresville Graded School District);
  • Northwest: Lisa Wall, Burke Middle College (Burke County Public Schools);
  • Western: Julie Pittman, R-S Central High (Rutherford County Schools); and
  • Charter Schools: Courtney Samuelson, The Capitol Encore Academy (Fayetteville)

The North Carolina Teacher of the Year will spend next school year traveling the state as an ambassador for the teaching profession. He or she will receive the use of a state vehicle for one year, a one-year leased vehicle from Flow Automotive, LLC, the opportunity to attend a seminar at the NC Center for the Advancement of Teaching, a mobile device from Lenovo valued at approximately $1,600, an engraved vase, a one-time cash award of $7,500, a trip to the National Teacher of the Year Conference and International Space Camp, and the opportunity to travel abroad through an endowment sponsored by Go Global NC.  


North Carolina has recognized outstanding teachers through its Teacher of the Year program since 1970. For more information on North Carolina’s Teacher of the Year recognition program, visit the program’s website or contact the NCDPI Communications division at 919-807-3450.

East Carolina University’s Master of Library Science Degree: Learn More About a Degree in Library and Information Studies

Do you have teachers in your district/charter school interested in becoming School Library Media Coordinators? 


Interested individuals are invited to attend a Virtual Open Forum about the East Carolina University MLS degree program. You do not have to attend on campus or other location. This will be an online meeting.


When: Monday, April 30, 8:00-9:30 p.m. OR

            Saturday, May 13, 10:00-11:30 a.m.


How To Attend Our Online Forum: Email us to confirm your attendance with your choice of day and time from above. Instructions for accessing and using our Virtual Conference Chat Program will be sent to you.


Information provided:

1.      Admission requirements into the MLS Degree Program

2.      Careers in library and information technology with an MLS degree

3.      The curriculum of the Library Science Degree Program

4.      Available scholarships

5.      Issues and trends in library and information services

To confirm your attendance and to receive instructions on attending virtually, contact:

Dr. John B. Harer, Library Science Degree Admissions Committee chair
Phone: (252) 328-4389

Exceptional Children

North Carolina Public Schools Specific Learning Disabilities Update


It's that time of year for the NC DPI Exceptional Children Summer Institutes to be posted. 


This is an excellent opportunity to enhance your skills as an educator. Sessions include training in evidence-based reading programs, adolescent literacy, addressing word level written expression disabilities, dyslexia and many more.  Check them out here: 


Hope to see you in Greensboro the last week of July!

Online Testing Updates 2018-19


Please see the attached memo, Online Testing Updates 2018-19, from Dr. Stacey Wilson-Norman and Dr. Tammy Howard to all Charter School Directors.

Attachment:     Online Testing Updates 2018-19

Home Base

Home Base Opt-In Tool and Pricing for  2018-19


Please see the attached memo from Deputy State Superintendent Maria Pitre-Martin contains information about Home Base features and pricing for the 2018-19 school year along with a link to the online opt-in tool to ensure continued access to these key digital resources.


Attachment:     hb-pricing-final_memo%5B1%5D.pdf

Significantly Disproportionality/Mandatory Coordinated Early Intervening Services (CEIS) 


Please see the attached memo from Mr. William Hussey, Director, Exceptional Children Division on Significantly Disproportionality/Mandatory Coordinated Early Intervening Services (CEIS).


Attachment:     Significantly Disproportionality/Mandatory Coordinated Early Intervening Services (CEIS)

Don't Miss This

NCDPI Newsletters

NC Schools Celebrate National School Library Month


Apply Now For the 2018 Student Leadership Institute


NCDPI Global Education- April 18, 2018


Financial Literacy Month Webinar Series

Student Leadership Institute Application

April 2018 From the Board Room


Alamance-Burlington High School Teacher Wins NC's Top Honors

Other News 


Henderson Collegiate Offers Leadership Training Opportunity


Looking for PD that does more? Mark your calendar to join us on May 1st for a 30-minute informational Zoom Meeting about our new Instructional Leadership Cohort (ILC)!


We first started Want More? Do More! hoping to connect with school leaders who were ready and willing to turn intention into action and make positive change for their students. For those who have worked with us in the past, thank you for partnering with us, attending our professional development sessions, and for being one of those leaders who is willing to do more for their students. We have really learned a lot in this process as well, and we truly appreciate your part in pushing us all to be better.


We are really excited to take everything we've done and learned so far and focus our efforts on our new Instructional Leadership Cohort (ILC)! We truly believe that this cohort will be a game-changer in that it will be a much "stickier" learning experience. The ILC will allow the leaders who participate to operate the tools that we're sharing with even greater fidelity. As a member of the cohort, leaders will receive feedback from both their peers and WMDM coaches, have the opportunity to zoom in on areas in which they want to grow, and bring updates, newly-learned strategies, and additional PDs back to their schools. Additionally, because we are going to keep the cohort small,  the setting will be intimate and allow for a truly collaborative experience. 


So far, we've seen a lot of interest in our Instructional Leadership Cohort, and we're looking forward to opening up the application process in early May. Once your application is submitted, it will be followed by a 20-30 minute phone call. We recommend that schools have 2-3 leaders apply. Please see the attached one-pager for more details.


If you would like to hear more about what the cohort entails or if you have any questions, please join us online for an Informational Zoom meeting at 9AM on May 1st. Co-founder of both Henderson Collegiate and Want More? Do More!, Eric Sanchez, will be conducting a brief, 15-minute presentation and then he will answer any questions you may have. Please RSVP here if you plan on attending this informational meeting. 

Attachment:     Henderson Leadership PD Opportunity

NC Department of Health and Human Services (DHHS) Updates

The Annual Charter School Health Report will open May 1st and must be completed no later than June 1st, 2018

A preparation worksheet is provided with the reporting criteria.  All schools are encouraged to download the worksheet and mark the appropriate responses before beginning the online report survey. You may click here to access the worksheet.  Once you have prepared your responses, save the document to your local computer. This worksheet cannot be accepted as your report requirements. You will use it as a tool to enter your information into the online survey system once the report opens.   


North Carolina’s charter schools are required to comply with the Care of Students with Diabetes and with the School Supply of Epinephrine Auto-Injectors laws. Annually, charter schools report on compliance with each law, providing information that identifies staff educational and support needs related to compliance and student safety. 


The Charter School Health Report is designed to assist schools in addressing the healthcare needs of students.  Responses will be used to inform future training topics and to report on compliance with required legislation and policies such as Care of Students with Diabetes (§ 115C-375.3.) and School Supply of Epinephrine Auto-Injectors (§ 115C-375.2A ).  The summary will open May 1, 2018 and be completed no later than June 1, 2018.


Please contact Ms. Kristin Wike at with questions or concerns. 

NC Homeless Education Program (NCHEP) Updates


McKinney-Vento data submission is due June 15, 2018. 

Data collection training materials have been updated and are now posted on the NCHEP data collection web page.





  • Review “Requested LEA Actions” found on data collection page.
  • Preschool and out-of-school siblings of identified students should be captured in your data collection as soon as possible to avoid conflict with any pre-enrollments for the coming school year.
  • Siblings with multiple program school identifications (McKinney-Vento, CECAS, migrant) can be captured in all relevant programs. Consult data collection FAQs (Multiple Program Identification (CECAS or Migrant) or contact your program specialist with questions.
  • If your LEA’s last school day occurs after June 15th, and you have not already notified your program specialist, please provide written notification as soon as possible. Please include:
  • Name of Homeless Liaison with phone number and email address
  • LEA, charter school or lab school name with LEA code
  • Date of your last school day within the current academic school year
  • Data submissions are currently blocked until May 1, 2018.


Program specialist contact information: 

Email Paullett Wall or phone (336) 315-7407  (Regions 1, 2, 3, 4) 

Email Patricia Lentz or phone (336) 315-7402 (Regions 5, 6, 7, 8)



LEA Website Posting – Updated Information



As mentioned in the Fall Regional Compliance Forums, all LEAs are required under ESSA to have McKinney-Vento information posted to your website.  

Regular LEAs can visit the NCHEP website to find the McKinney-Vento website information details

Charter schools should note that due to smaller student populations, there is no requirement to post specific data counts to your website.  

Instead, charter schools should post a link to the NCHEP Profile web page ( 

In addition to this link, please provide the following:



  • Homeless liaison name (first & last)
  • Homeless liaison contact information (phone and email)
  • State Coordinator’s name and phone number:  Lisa Phillips – 337-315-7491
  • NCHEP website  (
  • Definition of “homeless” from McKinney-Vento Act