OCS Weekly Newsletter for September 14, 2021

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Office of Charter Schools

Office of Charter Schools Logo

6307 Mail Service Center, Raleigh, NC 27699-6307  


Upcoming Events

September 15, 2021

ACTION ITEM DUE: School Mental Health Policy Report

September 15, 2021

Independent, Charter & Lab Schools Webinar, NC FBS

September 16, 2021 9am-12noon

New Homeless Liaison Training for Charter Schools

September 20, 2021  11:30am

OCS Office Hours with NEW MEETING LINK

Special Guest Conversation: The Science of Reading

September 21, 2021  9-11am (Part of Performance Framework)

LIEP Training for Charter Schools Non-Title III Subgrantees (Morning Offering)

September 23, 2021  1-3pm (Part of Performance Framework)

LIEP Training for Charter Schools Non-Title III Subgrantees (Afternoon Offering)

September 24, 2021

ACTION ITEM DUE: OCR/CRDC - Office of Civil Rights Coordinator Contacts in EDDIE

September 27, 2021  11:30am

OCS Office Hours with NEW MEETING LINK

Special Guest Conversation: Graduation requirements and best practices

October 1, 2021 

ACTION ITEM DUE: Planned Virtual Instruction Report(Only for schools doing extended remote instruction)

Claire Porter

Teammate in the Spotlight 

With the new school year we are adding a new feature to our newsletter. Each month we will put a face to the name of one of the amazing staff at the Office of Charter Schools. For September we are featuring Ms. Claire Porter!


Claire Jenkins Porter joined the OCS in 2019 and currently serves as the lead for the Ready to Open/Planning Year process. Claire has served in a variety of roles in public education: French teacher, Principal, Director of Secondary Instruction, BOD member and founding administrator of a charter school. Claire grew up overseas as her parents served in the Foreign Service (U.S. Department of State) and has studied and worked abroad. She is also a former attorney and mediator who practiced law in her native Virginia prior to returning to education. Most importantly, Claire is a wife and mother of two teens and she values family time above all else. In her spare time, Claire enjoys travel, family adventures, reading, yoga, baking, time spent in nature, and art history. Claire is a graduate of Smith College(B.A.), Iowa State University (M.Ed.), and Tulane University School of Law (J.D.)

The Details

ACTION ITEM: School Mental Health Policy Report

Due September 15th 

Dear Charter School Leaders, 

As you may know, all charter schools are required to report their progress on meeting the guidelines set forth by the NC State Board of Education's SHLT-003:School-Based Mental Health (SBMH) Policy.  This is a new reporting requirement, and we have included the required reporting questions in the Healthy Active Children's (HAC) policy report.  You will be able to complete your report online. In the online reporting portal, you will indicate that you are a charter school, and you will be directed to the SBMH policy questions.  To make it easier for you to assemble your report information prior to going online, a Word version of the online survey is attached to this email. Please complete the online survey to submit your report.  

The information needed to complete the SBMH progress report will come from your School Mental Health Improvement Plan, which is required to upload and must include the mental health training program and suicide risk referral protocol.  

Please note the deadline to complete the HAC Progress Report / School Mental Health Policy Report is September 15, 2021. 

You can access the reporting portal through the link below.   

2021 Healthy Active Children Policy Report Survey

If you have questions or challenges in completing this online survey, please contact Les Spell at Les.Spell@dpi.nc.gov 

We appreciate the time and energy spent in completing this report and look forward to reading each submission. The Healthy Active Children Report / School Mental Health Policy Report is a valuable tool in efforts to provide quality school health systems that will raise academic achievement and promote physical and mental health among North Carolina’s schoolchildren.  

Thanks for all you do.


Les Spell

Data and Policy Consultant

NC Healthy Schools

North Carolina Department of Public Instruction



School Mental Health Policy Report pdf

School Mental Health Policy Report doc


Independent, Charter & Lab Schools Webinar, NC FBS

Hi Independent Public School Directors,

There will be a webinar on Wednesday, September 15, 2021 at 9:00am for you and your finance staff so they may attend this School Business Webinar!

Please forward this email to any staff member or anyone else who you would like to have listen to the webinar. We do not save the webinars for future distribution.

This will be a Q&A format. Enter your questions in the Q&A box, not the Chat box. We will read the questions aloud and answer them for all to hear. Only the webinar hosts and panelists can see all the questions and respond verbally.

Here is the address for the webinar event.

Event address for attendees: https://ncgov.webex.com/ncgov/onstage/g.php?



Icilma Burroughs
School Business


New Homeless Liaison Training for Charter Schools 

NCHEP will be providing the New Homeless Liaison Compliance Training for liaisons in charter schools (including Charter, Lab, ISD and Virtual Schools) virtually on Thursday, September 16, 2021. Participation in the training is required for homeless liaisons who are new to their position.  Please contact your Program Specialist, Tricia Lentz, to obtain the training session access link.

For session times and additional details, visit the NHLCT web page.


EL Stakeholders From: ESL/Title III Team - EL Program Quality

2021 Language Instruction Educational Program (A5 EL Component of Performance Framework)

Starting in 2021, compliance for the Charter Schools Performance Framework English Learner (EL) Component (A5) involves two components:

1) LIEP Training (attestation of attendance either live or archived)

2) LIEP Submission (uploaded to Epicenter and completed per guidance)

The training (live or archived) will walk school leaders through the LIEP process, helping them develop an EL program plan that is tailored to their specific context. Development of the LIEP is useful for much more than compliance! It can be used for scheduling, staffing, and advocating for your EL program needs. 

Join us

Tuesday, September 21, 9:00 - 11:00 am Register


Thursday, September 23, 1:00 - 3:00 pm Register

Archives will be posted within a week of the last live broadcast. 

LIEP service charts and attestation of training are due in Epicenter on October 31, 2021. 


OCS Guidance for SB654 October 1st Report Requirement

Important Information(From Outside DPI)


Important Resources for Charter Schools:(Please Read)

Charter School Epinephrine Memo

Charter School Diabetes Memo


HA/Immunization Memo


Follow-Up for Monthly NCDHHS Joint COVID Call

For those who couldn't join our call on 8/31/21, click here to access the recording with integrated chat and transcript


Additional resources referenced in the call:

8.31.21 DPI Slide Deck

8.31.21 DHHS Slide Deck

Current K-12 Testing Guidance

At Home Testing Guidance

Youth Sports Guidance


Charter Reporting Requirements

Charter School administrators have the opportunity to opt-in to the DHHS COVID-19 K-12 Testing Program. Charter schools that have also elected to receive funding for temporary school health staff associated with this program will be required to report on nursing services as a component of the funding requirements.

A portion of this reporting will be completed in December and a portion will be completed in June. If a charter school opted not to take advantage of the staffing funding option, then the reporting will be same process as past reports and will be still completed in June only. If you have hired an RN school nurse with the temporary funding, the RN school nurse will complete the additional questions at the end of the Charter School Health Services Report and Section Two. If you have additional questions or concerns, please contact Annette Richardson at annette.richardson@dhhs.nc.gov or 252-339-3009. Report information will be shared.


Charter Leaders call with DPI Senior Leadership

9/9/21 DPI Charter Leader's Call Recording

Procedures for the Transfer of Local Payments to Charter Schools

Superintendents, Charter School Leaders, and Finance Officers,


Please see the attached memo, Procedures for the Transfer of Local Payments to Charter Schools, from state Superintendent Catherine Truitt.

Recent Memos and Need to Know

OCR/CRDC - Office of Civil Rights Coordinator Contacts in EDDIE - Due Friday, September 24, 2021


Dear Coordinators,


Please inform other staff as appropriate.


The Office of Civil Rights Data Collection (CRDC) submission window for the 2020-2021 school year opens in December 2021. Note:  PSUs that were not open in the school year 2020-2021 are not required to participate in this collection.


PSUs  must verify and update the EDDIE system with two Staff who have been identified as the 'Office of Civil Rights Coordinator'.  Delete any records in EDDIE for OCR contacts that are no longer valid for your PSU.  These staff are the technical contacts for the CRDC and will be responsible for running the PowerSchool CRDC Preview Report, verifying data, correcting and adding data to the Federal CRDC tool, and certifying in the Federal CRDC tool when the collection is complete.


PSUs are also strongly advised to verify or update the Student Information Coordinator contact as well. 


Updates to the EDDIE system for the OCR Collection must be completed by the end of business, Friday, September 24, 2021. 


If you are unsure who your EDDIE administrator is please visit the Subscribed User List located at https://www.dpi.nc.gov/districts-schools/district-operations/financial-and-business-services/demographics-and-finances/eddie#help-using-eddie


More information about the CRDC is located at https://crdc.grads360.org/#program.  Notice on the homepage that there is a timeline of the CRDC phases. 


It is important to keep in mind that the NCDPI assists all PSUs with the CRDC by facilitating the transfer of data to the federal submission tool.  No action other than to update your contacts in EDDIE is required at this time.


Please contact Terra Dominguez at terra.dominguez@dpi.nc.gov with any questions you may have.


ESSER Reminder

Dear Charter Directors,
This is a reminder that the 2021-2022 Eligible Schools Summary Report (ESSR) must be submitted in PowerSchool for all local education agencies (LEAs) and charter schools in North Carolina. All charter schools are required to report these data regardless of whether they accept any federal funds and the report is used to meet several requirements, such as School Report Card, CEDARS and Teacher Loan Forgiveness.  Thank you in advance for your support.

Information regarding the data collection can be found at  https://www.dpi.nc.gov/districts-schools/federal-program-monitoring/federal-program-data-collection

MEMO: 2021-22 Summer Programs

MEMO: Synopsis of Requirements Regarding Military and Military Families

MEMO: 2021–22 Read to Achieve Alternative Assessments

MEMO: Science of Reading Professional Learning and K-3 Formative/Diagnostic Assessment

MEMO: Adherence to the 10/20 Day Rule

MEMO: HA/Immunization

Memo from DHHS: COVID Testing Webinars and Annual Health Assessment Reporting


School Business Division

Zero-out Processing

At the beginning of every school year, there is no zero-out processing for the month of July.  The zero out process will be starting with the August 2021 data files through June 2022.

If you have any questions, please contact Roxane Bernard at roxane.bernard@dpi.nc.gov.


Confirmation of Funds for Annual Financial Statement Audits by CPA firms

DPI is providing the appropriate reports to your independent auditors via the internet. These reports for FY21 are now posted in a public application at: http://apps.schools.nc.gov/auditorconfirmationreports  (Annual Reports).

Please direct your independent auditor to the site provided.

Please contact Roxane Bernard at roxane.bernard@dpi.nc.gov with any questions.

EC Division

Please see the attached parent newsletters. 

Also, we would like to share with you a Save the Date for the 70th Conference on Exceptional Children, November 17-18, 2021 at the Koury Convention Center in Greensboro NC. Registration information will be available on our website: EC Annual Conference | NC DPI


Office of Charter Schools (OCS) Updates

Important Weighted Lottery Guidance

ARE YOU PLANNING A WEIGHTED LOTTERY IN 2021-2022? If you do not currently have a weighted lottery approval from the State Board of Education, you must seek it through an amendment. This process takes a minimum of three months and must be aligned to the CSAB and SBE meeting calendars. For example, if you plan a lottery in March 2022, you must have approval by that time which means it must be approved by OCS and sent to CSAB by its December meeting (SBE would consider in February). If you have questions or need guidance on the process, please contact Ashley Baquero at ashley.baquero@dpi.nc.gov. There are several outstanding weighted lottery requests, so please make sure you are communicating with our office and seeking guidance to make sure you meeting deadlines. Our office does not “create” the deadlines and they are not flexible.


Planning Year Calendar 2021-2022

The Office of Charter Schools is pleased to release the dates for the 2021-2022 Planning Year Professional Development calendar. All schools (boards and school leaders)  in the Ready to Open process are required to attend five (5) planning year sessions as well as the New Charter Leaders Institute in June, 2022, as part of the successful completion of the Ready to Open and Planning Year process. While these sessions are mandatory for brand new charter schools, we invite those who may new to a leadership role at an established charter school to join the virtual sessions, or access the materials online, under the Planning Year tab of the Office of Charter School's website.
The link to registration for Planning Year Session I, September 29, is here: https://forms.office.com/r/DeUStsgdBS

OCS Consultant Sites:

The Scoop With Coop-All Things Renewals 


Ready to Open/Planning Year


Performance Framework Companion Site


Professional Learning 101






Session 1 - Creating a Culture of Collaboration: Professional development from the teacher next door - September 14, 2021, 4-5pm


The most powerful professional development is watching another teacher teach, yet we rarely have time for it. In this session we will look at how to create a culture of collaboration through encouraging teachers to learn and grow from each other. This session is geared towards administrators, professional development coordinators, and teacher leaders. Participants will leave the session with ideas they can immediately implement tomorrow. 



Session 2 - Digging the Data: Assessing students abilities in a way that cultivates and motivates growth  - September 28, 2021, 4-5pm


How do you get to know your students in a meaningful way, in order to build relationships and capitalize on students’ strengths? We will discuss how to collect meaningful data from your students in order to create relevant lessons that set your students up for success. This session is geared toward any educator or staff member who works to build a relationship with students and uses that relationship to make informed instructional decisions. Participants will leave the session with templates and resources to use in their classroom.



Session 3 - Teaching the Whole Child: Addressing the needs of each child in the classroom - October 19, 2021,  4-5pm

This session examines ways to address the physical, social, emotional, and cognitive needs of students. This session is geared toward any educator or staff member that works with students. 



Session 4 - Embrace Your Space: Digital tools for the virtual, in-person, and hybrid classroom - November 16, 2021, 4-5pm



The past year educators spent countless hours learning digital tools to make their lessons dynamic and engaging. In this session we will dive into how to use different digital tools, no matter what your classroom space looks like. Come ready to share with and learn from other participants. This session is geared toward any educator who delivers instruction


Session 5 - Teaching Through a Literacy Lens - December 7, 2021,  4-5pm


We will dive into tips and tricks for teaching content area literacy. This session is for teachers of all grade levels and subjects. 


Resources Galore:

School Business Website

School Business – September 10, 2021

K-12 Science Section Office Hour Session 9/15/21

NC SIS Weekly Email Bulletin

NCDPI Arts Ed Listserv - *Arts in Ed Week* - September 10, 2021

Upcoming NCStar Trainings

September First Tuesday Science Update

September 2021 K-12 Monthly Mathematics Update

Monthly ELD Standards Update -- 2nd Issue

Follow-Up for Monthly NCDHHS Joint COVID Call

TD Bank grant opportunity - TD 2021 Ready Challenge

United States Senate Student Applications Available Until October 3rd

EXPERIMENTORS - An Exciting NEW Science Program!

NC Center for Safer Schools NEWSLETTER - September, 2021

Leadership Opportunities:

American Renaissance School - Spanish Teacher for K-5

Bonnie Cone Classical Academy - Multiple Opportunities!

Cardinal Charter Academy - School Director

Carolina Charter Academy - 6th Grade Math Teacher

Carolina International - 6th Grade, Interventionist

Lakeside Charter Academy - EC Teacher

NC Cyber Academy - Chief Academic Officer

Old Main STREAM Academy - Multiple Opportunities!

Paul R. Brown Leadership Academy - Superintendent

Raleigh Charter High School - Multiple Opportunities!

Rocky Mount Preparatory School - Multiple K-12 Opportunities

Telra Institute - Early Tenure Teacher

Whom Should I Contact at the Office of Charter Schools?

Please note that response times to voicemails left on our phones will be much slower than usual due to the COVID-19 response efforts. Sending us an email is ideal.  Clicking the link on our names will bring up an automatic email prompt. Thank you!

OCS Main Number: (984) 236-2700 / Email: ocs@dpi.nc.gov

Dave Machado         984 236 2702
Director of the Office of Charter Schools


Shaunda Cooper      984 236 2712
Consultant, Renewals & Stakeholder Support


Claire Porter             984 236 2707
Consultant, Planning Year & Ready to Open Process


Ashley Baquero        984 236 2708
Consultant, Amendments & Compliance


Joseph Letterio        984 236 2703
Consultant, Epicenter Tech Support & Performance Framework


Darian Jones            984 236 2705
Consultant, Professional Development


Melanie Rackley       984 236 2712
Consultant, Charter Applications


Jay Whalen               984 236 2711
Program Administrator, NC ACCESS Program


Barbara O'Neal         984 236 2706
Program Coordinator, NC ACCESS Program


Davida Robinson      984 236 2878
NC ACCESS Subgrant Program Manager


Lakisha Robbins      984 236 2704
NC ACCESS Finance Administrator