mission statement - eagle ridge academy...2015/07/28 · missy madigan board of directors meeting...

Board of Directors Meeting July 28, 2015 6:00 p.m. Room #117

7255 Flying Cloud Drive, Eden Prairie, MN 55344

Meeting Agenda I. Call to Order

II. Recitation of the Pledge of Allegiance III. Recitation of the Mission and Vision Statements of Eagle Ridge Academy IV. Approval of Agenda V. Approval of Minutes June 23, 2015 Regular Meeting and July 14, 2015 Special Meeting

VI. Public Comment Public Comment is an open forum portion of the meeting and is an opportunity to present an issue, concern, or other statement to the Board of Directors. Individuals wishing to address the Board must sign up prior to the Call to Order and will be allotted three (3) minutes. Total public comment will be limited to twenty one (21) minutes.

VII. Election of Board Officers for 2015-2016 Fiscal Year VIII. Executive Director Report

i. New Building Acquisition and Financing Timetable Update IX. Treasurer/Finance Report X. 2015-16 Working Group Board Liaison, Member, and Mandate Discussion

XI. Working Group Reports i. Curriculum, Instruction, and Student Achievement (CISA)

ii. Governance i. Eagle Ridge Academy Board Handbook Acknowledgement

ii. Eagle Ridge Academy Conflict of Interest Acknowledgement iii. Human Resources

i. Revised 2015 Employee Handbook iv. Policy

XII. New Business i. Consider/Approve 2015-2016 Fiscal Year Board Officers

ii. Consider/Approve July, 2015 Executive Director Report iii. Consider/Approve Employee Agreements iv. Consider/Approve Appointment of Ken Karr, Operations Director, to the Affiliated

Building Corporation v. Consider/Approve June, 2015 Finance Report

vi. Consider/Approve Revised 2015 Employee Handbook XIII. Adjournment

Mission Statement: The mission of Eagle Ridge Academy is to provide our students with a traditional, classical education that demands their best in academic achievement, behavior, and attitude, and challenges them to attain their highest potential. Vision Statement: Eagle Ridge Academy will offer an academically rigorous, time‐tested classical, liberal arts curriculum that:

prepares students to be exemplary and knowledgeable citizens; instills a life‐long passion for learning; values self‐discipline, respect, perseverance, and achievement; teaches truth, beauty and goodness; and fosters an appreciation for the United States of America and her unique role in the world.

Date:

Meeting type: Regular Special Meeting was called to order at:

Members present:

Members absent:

Invited guests:

First: Second:

Vote:

Amendments:

Motion to Approve: First: Second:

Vote:

Curriculum, Instruction, and Student

Achievement (CISA)i.

IX.

Executive Director Report

A parent has expressed interest in joining the CISA working group and are working on setting

up the next meeting.

Finance Report

Reports and Discussions

Presented by Jason Ulbrich

New Building Acquisition Update/Due Diligence

Status - Board Resolution

Jason updated on the most recent inspections and associated costs for repair. Also identified

are repairs that need to occur now, those that should occur within 1-5 years, and those that

will eventually need to be addressed.

Working Groups/Task Force Reports

Presented by Kathy Oberstar - No changes since the workshop

Board of Directors Meeting Minutes

6:00PM

John Schwirtz, Kathy Oberstar, Manisha Datye, Erica Higgins, Jason Ulbrich (ex officio)

Missy Madigan, Tiffany Goedjen, Ashley Hudak, Michelle Mills, Ann Watanabe, Pete Larson,

x

April Grabanski

Tuesday, June 23, 2015

Pete Larson

DRAFT

VI. Public Comment

May 19, 2015 Regular Meeting

Dan Rodgers and Donni Ugalde from Cadan, and Randy Vetsch

Kathy Oberstar

Amendments:

Read by Michelle Mills

I.

Agenda Item

Call to Order

II.

V.

Recitation of Eagle Ridge Academy's Mission

and Vision Statements

Approval of Agenda

by Ann Watanabe at 6:00PM

Approval of Minutes

III.

Recitation of Pledge of Allegiance

IV.

VII.

X.

Motion to Approve:

i.

ii.

unanimous

None

Ashley Hudak presented the evaluation on behalf of the evaluation team of Ashley Hudak, Pete

Larson, Missy Madigan, Kathy Oberstar, and Ann Watanabe. In addition to a summary of the

evaluation process, score, and feedback, the evaluation team recommended a bonus payout of

$4,500 in recognition of Mr. Ulbrich's performance.

John Schwirtz

Pete Larson

unanimous

Executive Director Evaluation Team

Randy Vetsch presented five individuals who have expressed interest in being on the ABC

Board. In addition, while the ABC currently has three Directors, the ABC Bylaws do not

specifically state how many are required. Randy recommended the Board consider expanding

the Board.

Affiliated Building Corporation (ABC) Board

Member Recommendations, Mr. Randy Vetsch

Prior to moving to the next item on the agenda, Missy Madigan, on behalf of the Board, presented Michelle Mills with a small token gift in

appreciation for her service to the Academy and to the Board. She was thanked by all and applauded.

ii. Technology Service Provider Selection Update

Jason explained the process used to evaluate technology service providers and the selection

process. Every two to three years the Academy will review its service providers. Dan Rodgers

and Donni Ugalde from Cadan Technologies were present to describe how a Managed Service

Provider supports the Academy and to answer any questions.

VIII.

First: Second:

Vote:

First: Second:

Vote:

First: Second:

Vote:

First: Second:

Vote:

First: Second:

Vote:

First: Second:

Vote:

First: Second:

Vote:

First: Second:

viii.

Consider/Approve Executive Director 2014-15

Annual Evaluation and Bonus

Recommendation of $4,500

Amendments:

Motion to Approve: Pete Larson Missy Madigan

unanimous

vii.

Consider/Approve May, 2015 Finance Report

Amendments: Amended to reflect May instead of June.

Motion to Approve: Pete Larson Ann Watanabe

unanimous

vi.

Consider/Approve Appointment of Affiliated

Building Corporation (ABC) Board of Directors

Due to the information given by Randy we will just be approving the five members: John

Alexander, Angela Berger, Dan Hogan, Scott Pelletier, and Kevin Sheppard.

Amendments:

Motion to Approve: Kathy Oberstar Manisha Datye

unanimous

v.

Consider/Approve Property, Casualty, and

Workers Comp Insurance Policy Renewal

The Finance and Audit working group recommends the following individuals to be considered

as interim FERA (Friends of Eagle Ridge Academy) Foundation board members: Jason Ulbrich,

Paul Long, Kate Denison, Jeff Mein, and Dave Hornor. Kelley Schiffman will be an ex-officio

member.

The policy working group will be having a lengthy meeting to review significant policies for

August/September.

Motion to Approve: Missy Madigan Kathy Oberstar

Amendments:

unanimous

vi. Policy

Motion to Approve:

Missy Madigan Ashley Hudak

iii.

v.

i. Amendments:

Governance

The Employee Handbook should be presented next month.

unanimous

Consider/Approve Employee Agreements

Motion to Approve:

Missy caught that it should state June instead of May on the agenda.

Motion to Approve:

iv.

Erica Higgins

unanimous

Amendments:

Consider/Approve Technology Service Provider

Contract

Consider/Approve June, 2015 Executive

Director Report

Michelle Mills

As amended at meeting.ii.

Consider/Approve Board Resolution on Site

Purchase Agreement

Amendments:

iii.

John Schwirtz

unanimous

unanimous

Finance and Development

XI. New Business

Manisha Datye

Human Resources

iv.

Motion to Approve: Ann Watanabe Pete Larson

Amendments:

MACS Policy Committee was supposed to be meet yesterday, but it was postponed.

Vote:

First: Second:

Vote:

First: Second:

Vote:

First: Second:

Vote:

First: Second:

Vote:

x. Consider/Approve Board of Directors Strategic Intents 2015-2025Michelle Mills

unanimousErica Higgins

ix.

x.

Consider/Approve Board of Directors Strategic

Intents 2015-2025

This is just approving the intent and clarifying definitions section; all the C's in Classical should

be capitalized.

Amendments:

unanimous

Motion to Approve: Michelle Mills Erica Higgins

unanimous

v.

x. Consider/Approve 2015-2016 Board of Directors Workshop and Meeting CalendarKathy Oberstar

unanimousManisha Datye

unanimousMissy Madigan

Consider/Approve Appointment of Friends of Eagle Ridge Academy (FERA) Foundation Interim

Board of Directors

Pete Larson

Consider/Approve Appointment of Affiliated Building Corporation (ABC) Board of DirectorsKathy Oberstar

vii. Consider/Approve May, 2015 Finance ReportPete Larson

unanimousAnn Watanabe

Manisha Datye

Amendments:

unanimousJohn Schwirtz

viii.Consider/Approve Executive Director 2014-15 Annual Evaluation and Bonus Recommendation of

$4,500

Pete Larson

John Schwirtz

unanimous

vi.

Consider/Approve Property, Casualty, and Workers Comp Insurance Policy RenewalMissy Madigan

Kathy Oberstar Manisha Datye

unanimous

unanimousKathy Oberstar

First/Second

John Schwirtz

Pete Larson

xi.

Consider/Approve 2015-2016 Board of

Directors Workshop and Meeting Calendar

Amendments:

Motion to Approve:

ix.

Consider/Approve Appointment of Friends of

Eagle Ridge Academy (FERA) Foundation

Interim Board of Directors

The recommended Interim Directors are: Kate Dennison, Dave Hornor, Paul Long, Jeff Mein,

and Jason Ulbrich, with Kelley Schiffim, as an ex-officio.

XII.

unanimous

unanimousPete Larson

Motion to Approve:

Michelle MillsXII.

Consider/Approve Board Resolution on Site Purchase Agreement

Erica Higgins

Consider/Approve Employee AgreementsPete Larson

iv.

ii.

IX. Motions

Record of Motions

unanimous

Approval of Minutes

IV. unanimous

unanimous

Consider/Approve Technology Service Provider Contract

Ann Watanabe

Adjourn

iii.

i. Consider/Approve June, 2015 Executive Director Report

Approval of Agenda

V.Kathy Oberstar

John Schwirtzunanimous

Vote

Pete Larson

Manisha Datye

Michelle Mills

Motion to Approve: Pete Larson Michelle Mills

Pete Larson

unanimous

Missy Madigan

Ashley Hudak

unanimous

Adjourn at 7:44PM

Date:

Meeting type: Regular Special Meeting was called to order at:

Members present:

Members absent:

Invited guests:

First: Second:

Vote:

First: Second:

Vote:

First: Second:

Vote:

Adjourn 6:24PM

Motion to Approve: John Schwirtz Erica Higgins

Approval of Agenda

Motion to Approve:

Consider/Approve Employee Agreement for

Kenneth Karr, Operations Director

Pete Larson

unanimous

Missy Madigan

unanimous

Vote

Approval of Agenda

IV.

IV. unanimous

V.

Adjourn

I.

Agenda Item

Call to Order

II.

Recitation of Eagle Ridge Academy's Mission

and Vision StatementsIII.

Amendments:

Read by Kathy Oberstar

by Ann Watanabe at 6:03PM

Recitation of Pledge of Allegiance

Reports and Discussions

Missy Madigan

Board of Directors Meeting Minutes

6:03PM

John Schwirtz, Kathy Oberstar, Erica Higgins, April Grabanski, Manisha Datye

Missy Madigan, Tiffany Goedjen, Ashley Hudak, Zac Holm, Ann Watanabe, Pete Larson,

Jason Ulbrich (ex officio)

Tuesday, July 14, 2015

DRAFT

x

Pete Larson

Agenda Item

IX. Motions

Record of Motions

Erica HigginsXII.

XII.

First/Second

Pete Larson Missy Madigan

unanimous

unanimousJohn Schwirtz

i. Consider/Approve Employee Agreement for Kenneth Karr, Operations DirectorPete Larson

unanimousMissy Madigan

i.

Ann shared the process that was used to find the new Operations Director.

Amendments:

Motion to Approve:

Executive Director Report

July 14, 2015

Executive Director’s Desk:

1. Director of Operations: On June 15 I sent out OSP (On the Same Page) #16 that clearly described the DO hiring process. The process included posting, phone screen, first round interviews, and finalist interviews with a recommendation to the boar on July 27. During the process we received 43 applicants, I phone screened 18, and we interviewed five. The interview team consisted of nine interviewers that included Op Team, two administrators, and Ann. We convened after interviewing all five candidates and we were unanimous on the top candidates. There was a wide gap between the first and second candidate. Thus, we decided to pursue the number one candidate. I met with Mr. Kenneth Karr for breakfast the next day and at the end of the meeting offered him employment for which he accepted. We signed Ken to a two year agreement and he with work year round. Reference checks have been completed and the results of the background check should be in today or Monday.

2. Expansion: a. All due diligence has been completed for the purchase of the building. However, we are

asking for an extension from the seller until July 29 in order to wait for the determination from the IRS regarding the tax exempt status for our future bonding. The IRS has a meeting on Thursday, July 16 to begin the discussion. It is critical that we wait to hear from the IRS as it could cost us up to $1M in project monies if we go to market without a favorable ruling. Ann and Kathy will be able to provide more detail.

b. The final architectural plans were completed on July 10 and have been sent to four general contractors for construction bids. The bids will be due the end of July.

3. Staffing Update: a. The part-time and full-time math positions have been filled and the board will consider

on July 28. b. Mrs. Katie Trow, 2nd grade teacher, has resigned her position. Katie recently had a baby

girl and would like to be a stay at home mother for at least the next school year. We have posted the position and have received high quality applicants.

c. I have posted a building in-house substitute for K-5. This will help with our talent recruitment and onboarding for a teacher for 2016-2017 and will be a cost neutral position.

Prepared by:Kristine S EusticeFinance Manager

Unaudited Data/End of Year Receivables and Adjustments Incomplete

Eagle Ridge AcademyEden Prairie, Minnesota

District 4122

June 30, 2015Financial Statements

http://www.bkda.org/index.html

http://www.bkda.org/index.html

Financial Statements Overview Page 3

Balance Sheet Page 4

Statement of Revenues and Expenditures Page 5

Contracted Services Detail Page 8

Food Service Page 9

Fund 04

Membership Page 11

Supplemental Information

Checks Issued Page 12

Cash Receipts Page 15

Journal Entries Page 20

Table of Contents

Eagle Ridge AcademyEden Prairie

June-2015Financial Statements

Prepared by BKDA Page 2 of 23 07/21/2015

Financial Summary

Resources to Operate Programs (Revenues): Funds Used to Provide Programs and Services (Expenses):Original Budget Original BudgetRevised Budget (05/21/15) Revised Budget (05/21/15)

Year to Date Year to Date

Prior Year Fund Balance 1,061,963 Percent of Year Elapsed 100.00%Year to Date Net Income 330,867 Percent of Revenues Recognized 98.05%Period Ending Fund Balance 1,392,831 Percent of Expenditures Used 97.21%Fund Balance Percentage 16%

Jun-14 Jun-15 Amended Budget StatusAverage Daily Membership 810.00 860.38 860.58 -0.20

ADM-PSEO 806.50 850.38 850.58 -0.20Days Cash on Hand 81 88 84 4

Fund Balance 1,061,963$ 1,392,831$ 1,350,049$ 42,781$ Debt Service Coverage 1.45% 1.27%

Comments and Analysis

Excess / Deficit


Financial Statements OverviewJune-2015

$8,216,967

$8,462,466

$248,235

$330,867

$8,465,202

$8,793,333$8,968,260 $8,705,300 $262,960

Financial Statements OverviewBased on the audited information for last year, the school has a combined fund balance of $1,061,963.

The year to date activity for revenue and expenditures does not include calculations for revenue amounts that were earned by the school during the year but not yet received, or for expenses incurred by the school that will be paid after the end of the month. These amounts will be calculated and recorded as part of the annual financial audit process.

The year to date state revenue related to the accelerated payments and 10% holdback is being estimated and recognized as an estimated receivable to reflect a more accurate and true picture of the school's monthly finances.

Balance SheetThe Line of Credit through Venture Bank has been renewed, but is not needed at this time.

Accounts Payable represent amounts due for invoices received but not paid as of the end of the period. Payroll Deductions and Contributions are deductions and benefits to be paid.

Summary of Revenue and Expense StatementRevenuesRevenues for the month include payments of local deposits for miscellaneous local revenues.

ExpendituresExpenditure amounts shown represent operating costs that were incurred for this current year.

Supplemental InformationAlso provided within these statements are checks that were written during the month, receipts that were posted, and journal entry transactions that were recorded. Thesereports are intended to inform the administration and board members of activity that has happened in the school’s financial records.

The projections shown on this report are prepared using both the school leadership’s estimates and consultant estimates. This report is prepared for internal use only. This report has not been compiled, reviewed, or audited and should not be relied on for other uses.

The actual Year to Date Activity figures are reported on a cash basis (with the exception of known Accounts Payables). This results in a year-to-date loss in net income in most cases. However, the numbers in the Working Budget column are indicators of where will end the fiscal year once all accruals are made.


Beginning

Balance July 1, 2014

Ending Balance

AssetsCurrent Assets101 Cash & Investments 832,217 1,214,010115 Accounts Receivable 9,407 11,723118 Due from Building Company 96,107 74,993120 Due from Other Funds 25,754 29,036121 Prior Year State Aid Receivable 945,518 52,474

CY Estimated State Aid Receivable 0 859,718122 Federal Aids Receivable 29,918 0131 Prepaid Expenses and Deposits 64,094 78,519

Total All Assets 2,003,016 2,320,473

Liabilities and Fund Balance201 Estimated Salaries and Wages Payable 453,840 465,123202 Line of Credit Payable 0 0206 Accounts Payable 375,543 342,027212 Due to Other Funds 0 0215 Payroll Deductions and Contributions Payable 111,670 120,492230 Deferred Revenue 0 0

Total Liabilities 941,053 927,643

Fund BalanceFund Balance 7-1-2014 1,061,963 1,061,963Net Income To Date 330,867

Total Fund Balance 1,061,963 1,392,831

Total Liabilities and Fund Balance 2,003,016 2,320,473

23,655

Days of Cash On Hand 88


Balance SheetJune-2015


FY 2014 Actuals

FY 2015 Original Budget

FY 2015 Amended

Budget

FY 2015 Revised Budget

May 21 2015

Year to Date Activity

Percent of Working

Budget

811 836 845 860.58 860.38 1.00%Projected Enrollment Reduced by PSEO 801 826 835 850.58 850.38

General Fund - 01Revenues

State Revenues

211 General Education Aid, incl LEP and Compensatory 5,439,436 5,979,285 5,845,895 5,915,824 5,259,887 88.91%335 Qcomp Aid (Broken out beginning in 14-15) 0 0 201,096 209,042 188,138 90.00%

348-300 Charter School Lease Aid 1,103,187 974,331 1,188,531 1,188,531 1,069,678 90.00%360 Special Education Aid 802,468 677,341 792,433 820,420 655,398 79.89%212 Literacy Incentive Aid 62,119 58,084 59,013 60,418 54,377 90.00%370 Other State Aids 0 0 0 0 500 0.00%201 School Trust & Land 22,526 25,779 25,741 22,956 25,014 108.97%999 Prior Year Over/Under Accrual 2,612 0 0 0 0 0.00%

CY Estimate State Aid Earned but not received 0 859,718 0.00%Total State Revenues 7,432,348 7,714,820 8,112,709 8,217,191 8,112,709 100.00%

Federal Revenues419 Special Education Aid 109,569 138,000 111,197 94,387 40,153 42.54%425 CEIS 0 0 16,810 16,810 0 0.00%

401,414 Federal Title 38,687 41,482 43,356 42,728 14,701 34.41%F859 Federal Expansion Grant approved April 1st 50,000 0 0.00%

Total Federal Revenues 148,256 179,482 171,363 203,925 54,854 32.01%Local Revenues

092 Interest Earnings 66 350 350 350 114 32.47%050 Fees from Patrons-Transportation 88,746 97,808 97,944 88,150 88,091 99.93%050 Fees from Patrons/Students 30,539 30,000 30,000 30,000 37,607 125.36%096 Donations and Gifts 35,679 35,000 35,000 5,000 7,006 140.12%099 Miscellaneous Revenues (Incl fundraising) 5,082 105,942 105,942 35,000 40,726 116.36%099 Erate 0 0 2,859 2,859 2,859 99.99%040 Kindergarten Program Fees 118,542 0 0 0 0 0.00%XXX Targeted Services Revenue 25,754 0 25,000 30,000 25,754 85.85%60 Student Activities 0 0 0 0 7,470 0.00%

450 Credit Recovery 0 0 10,000 15,000 0 0.00%Total Local Revenues 304,407 269,100 307,095 206,359 209,627 101.58%

Total Revenues 7,885,011 8,163,402 8,591,167 8,627,475 8,377,190 97.51%0

Expenditures

100 Salaries and Wages (Includes Salaries Payable) 3,059,999 3,224,398 3,242,944 3,271,861 3,203,032 97.90%

200 Employee Benefits (Includes Benefits Payable) 773,662 962,831 971,347 944,670 898,354 95.10%335 Qcomp 155,536 201,376 201,096 209,042 125,296 59.94%

305 Contracted Services 260,864 293,580 293,580 282,355 276,553 97.95%320 Communication Services 11,630 12,600 12,600 16,380 15,036 91.80%329 Postage 2,788 3,200 3,200 3,200 2,761 86.27%330 Utilities Expense 110,691 110,200 110,200 110,200 110,462 100.24%340 Property and Liability Insurance 23,415 25,900 25,900 27,976 28,012 100.13%350 Repairs and Maintenance Services 143,933 160,100 160,100 160,100 184,767 115.41%360 Contracted Transportation (Incl Field Trips) 453,616 484,400 484,400 481,720 492,759 102.29%366 Travel, Conferences, and Staff Training 17,619 15,800 15,800 15,800 15,916 100.73%369 Field Trip Registrations and Other Fees 10,921 16,720 16,720 16,720 17,355 103.80%

348-370 Building Lease 1,225,773 1,082,590 1,320,590 1,320,590 1,320,590 100.00%370 Other Rentals and Operating Leases 98,797 107,800 107,800 94,882 90,559 95.44%394 Pmts to other school districts 0 0 0 0 8,852 0.00%401 Non Instructional Supplies 55,220 55,200 55,200 55,200 70,497 127.71%401 Supplies-Maintenance 13,547 19,600 19,600 17,500 20,210 115.49%405 Computer Software & Software Licensing - NEW 22,787 27,700 27,700 27,700 28,276 102.08%


Summary Revenue and Expense StatementJune-2015

Projected Enrollment (Average Daily Membership)


FY 2014 Actuals


FY 2015 Amended

Budget


May 21 2015


Percent of Working

Budget





430 Instructional Supplies 37,771 39,300 39,300 35,000 33,709 96.31%460 Textbooks and Workbooks 44,539 65,000 65,000 55,000 51,280 93.24%461 Standardized Tests 9,982 19,400 19,400 14,000 7,630 54.50%490 Food (not for Food Service) 3,398 3,400 3,400 3,400 1,051 30.92%530 Equipment Purchased 9,253 13,200 13,200 13,200 1,554 11.77%555 Technology Equipment 47,651 50,000 50,000 100,000 41,089 41.09%740 Interest Cost on Line of Credit 68 1,000 1,000 1,000 0 0.00%820 Dues, Memberships; Other Certain Fees 15,099 16,200 16,200 14,000 8,491 60.65%895 Food Service & Fund 04 Transfer 1,010 0 0 0 0 0.00%419 Federal Special Ed 109,569 138,000 111,197 94,387 40,932 43.37%425 CEIS 0 0 16,810 16,810 0 0.00%

401,414 Federal Title 38,687 41,482 43,356 42,728 56,871 133.10%740 State Special Ed 827,287 712,990 816,941 845,794 746,564 88.27%515 Fundraising 2,983 0 0 0 104,878 0.00%400 Targeted Services 23,075 0 25,000 25,000 39,311 157.24%450 Credit Recovery 4,102 0 10,000 10,000 9,107 91.07%

Fin 859 Federal Expansion Grant approved April 1st 50,000 2,670 5.34%Subtotal Expenditures 7,615,270 7,903,967 8,299,581 8,376,215 8,054,424 96.16%

Total Expenditures 7,615,270 7,903,967 8,299,581 8,376,215 8,054,424 96.16%

General Fund Net Income 269,741 259,435 291,586 251,260 322,766

Food Services Fund - 02Revenues

300 State Revenues 6,452 8,000 8,000 8,000 12,633 157.91%400 Federal Revenues 73,152 80,000 80,000 80,000 90,973 113.72%600 Sale of Lunches and Other Local Revenues 86,713 90,000 95,000 89,585 119,555 133.45%600 Commodities 4,506 2,000 2,000 17,200 20,480 119.07%

Subtotal Revenues 170,823 180,000 185,000 194,785 243,642 125.08%Transfer from General Fund 1,009 0 0 0 0.00%Total Revenues 171,833 180,000 185,000 194,785 243,642 125.08%

Expenditures100 Salaries and Wages 40,039 45,000 45,000 45,000 40,195 89.32%200 Employee Benefits 6,134 13,050 10,350 10,350 6,281 60.69%400 Supplies and Materials 125,250 130,000 130,000 124,585 175,640 140.98%500 Equipment 0 2,150 2,150 2,150 0 0.00%800 Dues and Memberships 410 1,000 1,000 1,000 357 35.70%

Total Expenditures 171,833 191,200 188,500 183,085 222,473 121.51%

Food Services Fund Net Income 0 (11,200) (3,500) 11,700 21,168

Community Services Fund - 04Revenues040 Tuition from Patrons 63,968 60,000 70,000 70,000 107,865 154.09%050 Fees from Patrons 69,225 61,800 76,000 76,000 64,636 85.05%

Gifts, Donations, Grants 10,773 0 0 0 - 0.00%99 Misc Revenues fundraising 0 0 0 0 - 0.00%

Subtotal Revenues 143,966 121,800 146,000 146,000 172,501 118.15%Transfer from General Fund 1,010 0 0 0 0.00%Total Revenues 144,976 121,800 146,000 146,000 172,501 118.15%


FY 2014 Actuals


FY 2015 Amended

Budget


May 21 2015


Percent of Working

Budget





Expenditures100 Salaries and Wages 53,083 45,940 55,000 55,000 87,649 159.36%200 Employee Benefits 7,670 8,000 8,000 8,000 13,018 162.72%300 Purchased Services 13,602 13,000 13,000 13,000 16,315 125.50%400 Supplies and Materials 23,761 8,000 20,000 20,000 18,561 92.81%500 Equipment 0 0 0 0 - 0.00%820 Dues and Memberships 46,860 46,860 50,000 50,000 50,025 100.05%

Total Expenditures 144,976 121,800 146,000 146,000 185,568 127.10%

Community Services Fund Net Income 0 0 0 0 (13,067)

Total All FundsState Revenues 7,438,800 7,722,820 8,120,709 8,225,191 8,125,342 98.79%Federal Revenues 225,934 261,482 253,363 301,125 166,307 55.23%Local Revenues 536,087 480,900 548,095 441,944 501,684 113.52%Fund Transfers 1,009 0 0 0 0 0.00%Total Revenues 8,201,830 8,465,202 8,922,167 8,968,260 8,793,333 98.05%

ExpendituresSalaries and Wages 3,308,657 3,516,714 3,544,040 3,580,903 3,458,842 96.59%Employee Benefits 787,465 983,881 989,697 963,020 917,653 95.29%Purchased Services 3,376,778 3,219,362 3,563,194 3,553,642 3,433,767 96.63%Supplies and Materials 339,237 367,600 379,600 352,385 511,734 145.22%Facilities and Equipment 56,904 65,350 65,350 115,350 42,643 36.97%Short Term Financing Costs 68 1,000 1,000 1,000 0 0.00%Dues and Memberships; Fees; Other Expenses 62,969 63,060 91,200 139,000 97,827 70.38%Total Expenditures 7,932,079 8,216,967 8,634,081 8,705,300 8,462,466 97.21%

Total Revenues All Funds 8,201,830 8,465,202 8,922,167 8,968,260 8,793,333 98.05%Total Expenditures All Funds 7,932,079 8,216,967 8,634,081 8,705,300 8,462,466 97.21%

Net Income - All Funds 269,751 248,235 288,086 262,960 330,867Working Budget changes


2014-2015 Ytd

Program Budget 6/30/2015 Comments

Object 305 - Consulting

Authorizer Fee, MSBA 010 25,000 24,544 FOE Legal Maximum for 2014-2015, MSBA

Staff / Background 105 1,000 250 Includes employment adds, staff expenses

Marketing/ Recruitment/Printing 107/108 7,000 12,804 Includes August Ash Inc

Audit 110 13,800 14,750 KDV audit & 990Beltz, Kes, Darling, & Assoc. 110 107,976 107,976 Per Contract

Late Fees/Bank Charges 110 5,000 4,948 Late fees, PR Wire Trsf, Benefits Extra, loan processing fee Legal Fees 110 20,000 11,491 Ratwik, Roszack, & Maloney PA & Rupp,Anderson,Squires & WaldspurgerMiscellaneous 110 2,579 2,064 VANCO, Webcenters, First Shred, EflexgroupStaff Training 110 1,000 Admin StaffComputer Services 110 58,000 62,921 $4530/month per service agreement plus $149/month & Misc fees

110 208,355 204,150

Substitutes/Other Instructional Contractors 203/211 40,000 33,337 Teaching Temps, Consultants for Students

203/211 40,000 33,337

Health Consultant 720 1,000 1,468 Michelle Hahn

Object 305 282,355 276,553

Eagle Ridge AcademyContracted Services Budget

FY 2014-2015


Claims not receieved by Month EndAugust September October November December January February March April May June Total

REVENUES

FEDERAL Breakfast - Free 243 1301 965 1019 828 1366 1251 1266 1289 1278 288 $11,093.37Breakfast - Reduced 103 424 287 315 329 507 469 465 468 474 111 $3,951.12Breakfast - Regular 9 55 63 53 41 79 74 73 81 61 15 $605.64Lunch-Free 923 4228 3772 4231 3561 4334 4282 4366 4755 4660 1010 $40,122.00Lunch-HHFKA 85 383 311 338 290 362 345 338 353 359 74 $3,238.86Lunch-Reduced 455 1996 1507 1622 1435 1881 1911 1819 1895 1909 416 $16,847.50Lunch-Full Paid 396 1789 1452 1577 1352 1690 1612 1578 1645 1675 347 $15,114.68

Total 2,215 10177 8357 9154 7836 10220 9945 9,906 10,486 10,416 2261 $90,973.17

STATE Breakfast 53 272 326 268 107 398 377 361 392 321 80 $2,955.55Lunch-Free 43 196 175 196 165 201 198 202 220 216 47 $1,857.47Lunch-Reduced 104 456 344 370 328 429 436 415 433 436 95 $3,845.59Lunch-Paid 110 495 392 420 360 452 417 404 411 428 86 $3,974.46

Total 309 1418 1237 1254 960 1479 1429 1382 1456 1401 307 $12,633.07

OTHERSales to pupils 0 -93 28654 13299 11154 14457 12040 11900 12257 15493 395 $119,555.48Sales to adults 0 0 0 0 0 0 0 0 0 0 0 $0.00Commodities 0 0 0 0 0 0 0 0 0 9669 10812 $20,480.23PY Over/Under Accruals 0 0 0 0 0 0 0 0 0 0 0 $0.00

Total 0 93 28654 13299 11154 14457 12040 11900 12257 25162 11207 $140,035.71

Total Revenues 2,524 11,502 38,248 23,707 19,950 26,157 23,414 23,188 24,199 36,978 13,775 $243,641.95

EXPENDITURESSalary 1619 4659 3226 4280 4425 3350 3841 3738 3441 4447 3170 $40,194.90Benefits 287 887 673 658 335 526 600 585 540 692 499 $6,281.12Blue Bell 5088 20814 15413 17423 0 14958 18312 16984 16801 17076 17848 $160,715.59Dominoes Pizza-Pizza Day 0 0 0 0 0 0 0 0 0 0 0 $0.00Caravan Kid-Breakfast 0 0 0 0 0 0 0 0 0 0 0 $0.00Supplies 0 0 679 0 155 0 206 67 67 60 54 $1,287.50Milk 0 2039 1395 1460 0 1069 1667 1393 1344 1465 1807 $13,637.35Misc. (Equipment) 0 0 0 0 0 0 0 0 0 0 0 $0.00Food Service License 0 0 0 0 0 322 0 0 0 0 35 $357.00

Total 6993 28399 21387 23820 4915 20225 24625 22765 22191 23740 23413 $222,473.46

Total Expenditures 6,993 28,399 21,387 23,820 4,915 20,225 24,625 22,765 22,191 23,740 23,413 $222,473.46

NET INCOME BY MONTH (4469.25) (16896.87) 16861.04 (113.37) 15035.85 5931.48 (1210.88) 422.44 2007.81 13237.71 (9637.47) $21,168.49

YTD (4469.25) (21366.12) (4505.08) (4618.45) 10417.40 16348.88 15138.00 15560.44 17568.25 30805.96 21168.49 $21,168.49

Eagle Ridge AcademyFood Service 2014-2015


Course Code #116 #118 #119 #120 #122 #123 #124 #170 #200Student

Events Government NHS JCL Clubs Theater Baseball Athletics TEL Eagle's LairRevenues

040 Tuition from Patrons $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $107,865.28 $107,865.28050 Fees from Patrons $9,609.00 $4,907.00 $956.00 $5,880.48 $6,334.00 $4,454.00 $1,042.00 $31,453.25 $0.00 $64,635.73096 Gifts, Donations, and Grants $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00099 Miscellaneous Local Revenues $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Total Revenues $9,609.00 $4,907.00 $956.00 $5,880.48 $6,334.00 $4,454.00 $1,042.00 $31,453.25 $107,865.28 $172,501.01

Expenditures170 Staff Wages $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00185 Other Wages $0.00 $2,500.00 $750.00 $1,900.00 $3,871.00 $1,500.00 $620.00 $0.00 $76,508.00 $87,649.002XX Benefits $0.00 $373.79 $111.60 $281.56 $583.39 $212.39 $93.17 $0.00 $11,361.98 $13,017.88320 Phone $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $108.14 $108.14305 Contracted Fees for Services $1,630.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $188.00 $1,818.00360 Transportation $1,248.00 $0.00 $0.00 $1,710.00 $0.00 $0.00 $0.00 $0.00 $484.00 $3,442.00366 Staff Development $0.00 $313.60 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $313.60369 Entry Fees $0.00 $0.00 $0.00 $980.00 $0.00 $0.00 $0.00 $0.00 $904.50 $1,884.50370 Rentals and Leases $4,507.90 $3,000.00 $0.00 $0.00 $0.00 $1,240.79 $0.00 $0.00 $0.00 $8,748.69401 General Supplies $687.00 $1,486.27 $540.77 $2,034.25 $1,818.62 $1,422.99 $374.11 $0.00 $10,066.71 $18,430.72430 Instructional Supplies $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $130.68 $0.00 $130.68490 Food Purchased $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00530 Equipment Purchased $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00820 Dues & Memberships $0.00 $165.00 $385.00 $495.00 $0.00 $810.00 $0.00 $48,065.00 $105.00 $50,025.00

Total Expenses $8,072.90 $7,838.66 $1,787.37 $7,400.81 $6,273.01 $5,186.17 $1,087.28 $48,195.68 $99,726.33 $185,568.21

Revenues less Expenses $1,536.10 ($2,931.66) ($831.37) ($1,520.33) $60.99 ($732.17) ($45.28) ($16,742.43) $8,138.95 ($13,067.20)


Community Services Fund 04 Programs Summary30-Jun-15

Totals


Graduation Year Grade 9/30 10/31 11/30 12/31 1/31 2/29 3/31 4/30 5/31 6/30 End of Year

12 51.00 51.00 51.00 51.00 51.00 50.93 50.87 50.81 50.72 50.65 50.9011 49.32 49.29 49.19 49.14 49.11 49.08 49.01 48.94 48.84 48.75 49.0710 54.80 54.84 54.89 54.92 54.94 54.90 54.85 54.74 54.66 54.59 54.819 70.04 70.05 69.70 69.77 69.82 69.93 70.03 70.11 70.20 70.28 69.998 72.36 72.82 73.21 73.16 73.33 73.39 73.42 73.40 73.36 73.32 73.187 73.60 73.87 73.91 73.93 73.95 74.05 74.11 74.17 74.26 74.33 74.026 75.00 75.00 75.00 75.00 75.00 75.00 75.00 75.00 75.00 75.00 75.005 68.81 68.85 68.90 68.92 68.94 68.91 68.89 68.88 68.90 68.91 68.894 68.62 68.70 68.80 68.85 68.88 68.88 68.89 68.89 68.90 68.91 68.833 68.34 68.47 68.64 68.73 68.79 68.79 68.80 68.80 68.83 68.84 68.702 68.89 68.91 68.94 68.96 68.96 68.97 68.97 68.97 68.97 68.97 68.951 68.88 68.91 68.94 68.95 68.96 68.96 68.96 68.97 68.97 68.97 68.95K 68.27 68.41 68.60 68.70 68.76 68.77 68.78 68.80 68.82 68.84 68.67

GRAND TOTAL 857.93 859.08 859.72 860.04 860.43 860.55 860.57 860.47 860.42 860.38 859.96


12 51 51 51 51 51 51 51 50 50 50 5111 49 49 49 49 49 49 49 48 48 48 4910 55 55 55 55 55 55 55 54 54 54 559 70 70 69 70 70 71 71 71 71 71 708 72 73 74 73 74 74 74 73 73 73 737 74 74 74 74 74 75 75 75 75 75 746 75 75 75 75 75 75 75 75 75 75 755 69 69 69 69 69 69 69 69 69 69 694 69 69 69 69 69 69 69 69 69 69 693 68 69 69 69 69 69 69 69 69 69 692 69 69 69 69 69 69 69 69 69 69 691 69 69 69 69 69 69 69 69 69 69 69K 68 69 69 69 69 69 69 69 69 69 69

GRAND TOTAL 858 860 861 861 862 861 861 860 860 860 861


12 51 48 48 48 48 48 48 48 48 48 4811 50 48 48 48 48 48 48 48 48 48 4810 48 50 50 50 50 50 50 50 50 50 509 61 65 65 65 65 65 65 65 65 65 658 62 72 72 72 72 72 72 72 72 72 727 75 73 73 73 73 73 73 73 73 73 736 75 75 75 75 75 75 75 75 75 75 755 69 69 69 69 69 69 69 69 69 69 694 69 69 69 69 69 69 69 69 69 69 693 69 69 69 69 69 69 69 69 69 69 692 69 69 69 69 69 69 69 69 69 69 691 69 69 69 69 69 69 69 69 69 69 69K 69 69 69 69 69 69 69 69 69 69 69

GRAND TOTAL 836 845 845 845 845 845 845 845 845 845 845

Budgeted Enrollments as of:

Eagle Ridge AcademyEden Prairie, MN

Attendance / Enrollment Report2014-2015 School Year

Average Daily Membership (ADM)

Membership (Enrollment) as of:


3aprpt03.p EAGLE RIDGE ACADEMY 2:15 PM 07/20/15

05.15.06.00.00-010024 Statement Report PAGE: 1

Cash Posting

Check # Payee Key Payee Name T Check Date Check Amount Date Stmnt Date

01 Venture Bank

50220 CITY OF 002 City of Eden Prairie M 06/12/2015 $500.00 06/12/2015 06/30/2015

50808 NORTHERN001 Northern Lights M 06/02/2015 $1,015.00 06/27/2015 06/30/2015

50812 COSTCO 000 Costco M 06/02/2015 $99.05 06/27/2015 06/30/2015

50813 COSTCO 000 Costco M 06/05/2015 $100.82 06/27/2015 06/30/2015

50814 CUB FOOD000 Cub Foods M 06/15/2015 $32.56 06/27/2015 06/30/2015

50815 MINNESOT016 Minnesota Zoo M 06/15/2015 $394.50 06/27/2015 06/30/2015

50893 ACADEMIC001 Academic Choir Apparel R 06/01/2015 $4,918.95 06/01/2015 06/30/2015

50894 BLUE BEL000 Blue Bell Enterprises Inc R 06/01/2015 $17,135.60 06/01/2015 06/30/2015

50895 BY WORD 000 By Word Of Mouth, Ltd R 06/01/2015 $1,550.50 06/01/2015 06/30/2015

50896 CADAN TE000 Cadan Technologies R 06/01/2015 $240.00 06/01/2015 06/30/2015

50897 CARDMEMB000 CARDMEMBER SERVICE C 06/01/2015 $0.00 06/01/2015 06/01/2015


50899 CARDMEMB000 CARDMEMBER SERVICE R 06/01/2015 $7,035.50 06/01/2015 06/30/2015

50900 CD PRODU000 CD Products Inc R 06/01/2015 $50.00 06/01/2015 06/30/2015

50901 CENTRAL 000 Central Telephone Sales & R 06/01/2015 $169.50 06/01/2015 06/30/2015

50902 COLONIAL000 Colonial Life R 06/01/2015 $21.36 06/01/2015 06/30/2015

50903 EMC INSU000 EMC Insurance Companies R 06/01/2015 $55.00 06/01/2015 06/30/2015

50904 GENERAL 001 General Parts LLC R 06/01/2015 $818.99 06/01/2015 06/30/2015

50905 HEALTHPA000 Healthpartners R 06/01/2015 $3,147.30 06/01/2015 06/30/2015

50906 INNOVATI000 Innovative Office Solutio R 06/01/2015 $939.47 06/01/2015 06/30/2015

50907 JOSTENS 000 Jostens R 06/01/2015 $455.75 06/01/2015 06/30/2015

50908 MEDICA 000 Medica R 06/01/2015 $39,567.26 06/01/2015 06/30/2015

50909 SAFEGUAR000 Safeguard by TEAM MHC R 06/01/2015 $2,585.39 06/01/2015 06/30/2015

50910 SHOUTPOI000 Shoutpoint, Inc. R 06/01/2015 $1,035.00 06/01/2015 06/30/2015

50911 SKYWARD 000 Skyward Accounting Dept. R 06/01/2015 $15,472.90 06/01/2015 06/30/2015

50912 SUN LIFE000 Sun Life Financial R 06/01/2015 $1,562.96 06/01/2015 06/30/2015

50913 TDS METR000 TDS Metrocom R 06/01/2015 $777.26 06/01/2015 06/30/2015

50914 TEACHING000 Teaching Temps Inc. R 06/01/2015 $1,125.63 06/01/2015 06/30/2015

50915 TRANS-MI000 Trans-Mississippi Biologi R 06/01/2015 $98.75 06/01/2015 06/30/2015

50916 UNIVERSA000 Universal Cleaning Servic R 06/01/2015 $1,124.24 06/01/2015 06/30/2015

50917 UP TEMPO000 Up Tempo Race Mgmt R 06/01/2015 $1,532.72 06/01/2015 06/30/2015

50918 EAGLE RI000 Eagle Ridge Academy R 06/01/2015 $228.00 06/01/2015 06/30/2015

50919 MINNESOT008 Minnesota Child Support P R 06/01/2015 $618.00 06/01/2015 06/30/2015

50920 CHOICE F000 Choice Financial R 06/01/2015 $3,588.75 06/01/2015 06/30/2015

50921 GOLF USA000 Golf USA of Eden Prairie M 06/12/2015 $240.00 06/27/2015 06/30/2015

50922 QUIK STA000 Quik Stage Inc M 06/22/2015 $1,000.00 06/27/2015 06/30/2015

50923 COSTCO 000 Costco M 06/26/2015 $133.34 06/29/2015 06/30/2015

50931 ADVANCED001 Advanced Imaging Solution R 06/12/2015 $2,619.52 06/12/2015 06/30/2015

50932 ADVANCED002 Advanced Image Solutions R 06/12/2015 $392.00 06/12/2015 06/30/2015

50933 AMERICAN004 American Assoc of School R 06/12/2015 $320.00 06/12/2015 06/30/2015

50934 AMERIPRI000 Ameripride Linen & Appare R 06/12/2015 $64.14 06/12/2015 06/30/2015

50935 ASPEN WA000 Aspen Waste Systems, Inc. R 06/12/2015 $506.70 06/12/2015 06/30/2015

50936 BELTZ, K000 BELTZ, KES & ASSOCIATES R 06/12/2015 $8,998.00 06/12/2015 06/30/2015

50937 BLUE BEL000 Blue Bell Enterprises Inc R 06/12/2015 $586.00 06/12/2015 06/30/2015

50938 BRENNCOL000 Brennan, Colleen K. R 06/12/2015 $558.13 06/12/2015 06/30/2015

50939 CADAN TE000 Cadan Technologies C 06/12/2015 $0.00 06/12/2015 06/12/2015

50940 CADAN TE000 Cadan Technologies R 06/12/2015 $10,725.62 06/12/2015 06/30/2015

50941 CENTERPO000 CenterPoint Energy R 06/12/2015 $689.88 06/12/2015 06/30/2015

50942 CITY OF 002 City of Eden Prairie R 06/12/2015 $660.57 06/12/2015 06/30/2015

50943 DATA MAN000 Data Management, Inc. R 06/12/2015 $278.00 06/12/2015 06/30/2015

50944 DRIVING 000 Driving Miss Daisy Inc. R 06/12/2015 $2,828.40 06/12/2015 06/30/2015

50945 GENERATI000 Generative Learning R 06/12/2015 $550.00 06/12/2015




Cash Posting


01 Venture Bank

***************Continued***************

50946 HOFFMRIL000 Hoffman, Riley P. R 06/12/2015 $186.90 06/12/2015

50947 INNOVATI000 Innovative Office Solutio C 06/12/2015 $0.00 06/12/2015 06/12/2015

50948 INNOVATI000 Innovative Office Solutio C 06/12/2015 $0.00 06/12/2015 06/12/2015

50949 INNOVATI000 Innovative Office Solutio R 06/12/2015 $2,022.56 06/12/2015 06/30/2015

50950 INTERNAT000 International School of M R 06/12/2015 $150.00 06/12/2015 06/30/2015

50951 JONES SC000 Jones School Supply R 06/12/2015 $26.27 06/12/2015 06/30/2015

50952 JOSTENS 000 Jostens R 06/12/2015 $46.39 06/12/2015 06/30/2015

50953 METRO SE001 Metro Self Storage - Eden R 06/12/2015 $135.00 06/12/2015 06/30/2015

50954 METROPOL000 Metropolitan Transportati R 06/12/2015 $64,800.00 06/12/2015 06/30/2015

50955 MN DEPT 001 MN Dept of Health R 06/12/2015 $35.00 06/12/2015 06/30/2015

50956 NARDINI 000 Nardini Fire Equipment Co R 06/12/2015 $190.50 06/12/2015 06/30/2015

50957 PLUNKETT000 PLUNKETT'S PEST CONTROL R 06/12/2015 $90.85 06/12/2015 06/30/2015

50958 GORDOMAN000 Gordon, Mandee L. R 06/12/2015 $57.24 06/12/2015 06/30/2015

50959 RUPP, AN000 Rupp, Anderson, Squires & R 06/12/2015 $198.00 06/12/2015 06/30/2015

50960 SCHELROC000 Schelling, Rochelle A. R 06/12/2015 $49.28 06/12/2015

50961 SPARTAN 000 Spartan Promotional Group R 06/12/2015 $2,088.60 06/12/2015 06/30/2015

50962 STRANMAR000 Strand, Marilyn R. R 06/12/2015 $106.36 06/12/2015 06/30/2015

50963 TEACHING000 Teaching Temps Inc. C 06/12/2015 $0.00 06/12/2015 06/12/2015

50964 TEACHING000 Teaching Temps Inc. R 06/12/2015 $3,064.40 06/12/2015 06/30/2015

50965 TRANS-MI000 Trans-Mississippi Biologi R 06/12/2015 $49.00 06/12/2015 06/30/2015

50966 TRUSTED 000 Trusted Employees R 06/12/2015 $1,656.00 06/12/2015 06/30/2015

50967 ULBRIJAS000 Ulbrich, Jason A. R 06/12/2015 $554.97 06/12/2015 06/30/2015

50968 UNIVERSA000 Universal Cleaning Servic C 06/12/2015 $0.00 06/12/2015 06/12/2015

50969 UNIVERSA000 Universal Cleaning Servic R 06/12/2015 $11,062.81 06/12/2015 06/30/2015

50970 WELLINGT000 Wellington Security Syste R 06/12/2015 $340.23 06/12/2015 06/30/2015

50971 XCEL ENE000 Xcel Energy R 06/12/2015 $6,091.58 06/12/2015 06/30/2015

50972 CHOICE F000 Choice Financial R 06/17/2015 $3,542.64 06/17/2015 06/30/2015

50973 MINNESOT008 Minnesota Child Support P R 06/17/2015 $618.00 06/17/2015 06/30/2015

50974 ISZLETAM000 Iszler-Johnson, Tammy R 06/24/2015 $2,531.25 06/24/2015 06/30/2015

50975 BAIERMEL000 Baier, Melanie S. R 06/25/2015 $53.93 06/25/2015

50976 BERGEJES000 Bergeron, Jessica L. R 06/25/2015 $689.34 06/25/2015 06/30/2015

50977 BLUE BEL000 Blue Bell Enterprises Inc R 06/25/2015 $17,901.95 06/25/2015 06/30/2015

50978 BY WORD 000 By Word Of Mouth, Ltd C 06/25/2015 $0.00 06/25/2015 06/25/2015

50979 BY WORD 000 By Word Of Mouth, Ltd R 06/25/2015 $4,247.00 06/25/2015

50980 CADAN TE000 Cadan Technologies R 06/25/2015 $179.00 06/25/2015 06/30/2015

50981 CALVARY 000 CALVARY CHRISTIAN CHURCH R 06/25/2015 $1,350.00 06/25/2015 06/30/2015


50983 CARDMEMB000 CARDMEMBER SERVICE R 06/25/2015 $690.30 06/25/2015

50984 CENTRAL 000 Central Telephone Sales & R 06/25/2015 $169.50 06/25/2015

50985 CLASSICA000 Classical Academic Press R 06/25/2015 $500.00 06/25/2015

50986 COLONIAL000 Colonial Life R 06/25/2015 $21.36 06/25/2015 06/30/2015

50987 DE NOVO 000 De Novo Consulting Soluti R 06/25/2015 $1,410.00 06/25/2015

50988 EDUCATIO001 Educational Records Burea R 06/25/2015 $375.00 06/25/2015

50989 GILLINIC000 Gillitzer, Nicole M. R 06/25/2015 $52.11 06/25/2015

50990 HEALTHPA000 Healthpartners R 06/25/2015 $3,147.30 06/25/2015 06/30/2015

50991 HOFFMRIL000 Hoffman, Riley P. R 06/25/2015 $805.49 06/25/2015

50992 INFINITE000 Infinite Campus R 06/25/2015 $9,839.90 06/25/2015 06/30/2015

50993 INNOVATI000 Innovative Office Solutio R 06/25/2015 $379.96 06/25/2015 06/30/2015

50994 INTEGRAT000 Integrated Systems Corp R 06/25/2015 $2,400.00 06/25/2015 06/30/2015

50995 ISES OF 000 ISES of MN R 06/25/2015 $3,000.00 06/25/2015

50996 MEDICA 000 Medica R 06/25/2015 $40,450.61 06/25/2015 06/30/2015




Cash Posting


01 Venture Bank

***************Continued***************

50997 METROPOL000 Metropolitan Transportati R 06/25/2015 $4,884.00 06/25/2015

50998 ROEBESUS000 Roeber, Susan A. R 06/25/2015 $810.86 06/25/2015 06/30/2015

50999 SAFEGUAR000 Safeguard by TEAM MHC R 06/25/2015 $110.00 06/25/2015

51000 SCIENCE 000 SCIENCE MUSEUM OF MINNESO R 06/25/2015 $2,926.00 06/25/2015

51001 STRANMAR000 Strand, Marilyn R. R 06/25/2015 $361.19 06/25/2015 06/30/2015

51002 SUN LIFE000 Sun Life Financial R 06/25/2015 $1,568.76 06/25/2015

51003 TDS METR000 TDS Metrocom R 06/25/2015 $789.26 06/25/2015

51004 UNIVERSA000 Universal Cleaning Servic R 06/25/2015 $170.70 06/25/2015 06/30/2015

51005 EAGLE RI000 Eagle Ridge Academy R 06/30/2015 $228.00 06/30/2015

51006 MINNESOT008 Minnesota Child Support P R 06/30/2015 $618.00 06/30/2015

201400263 INTERNAL000 Internal Revenue Service W 06/15/2015 $40,373.98 06/12/2015 06/30/2015

201400264 MN DEPT 000 MN Dept of Revenue W 06/15/2015 $6,274.53 06/12/2015 06/30/2015

201400265 PUBLIC E000 Public Employees Retireme W 06/15/2015 $5,566.76 06/12/2015 06/30/2015

201400266 TEACHERS000 Teachers Retirement Assoc W 06/15/2015 $20,635.42 06/12/2015 06/30/2015

201400267 THE HART000 The Hartford W 06/15/2015 $4,507.20 06/12/2015 06/30/2015

201400268 PITNEY B000 Pitney Bowes Global Finan W 06/01/2015 $200.00 06/25/2015 06/30/2015



201400271 MN DEPT 000 MN Dept of Revenue W 06/04/2015 $377.55 06/25/2015 06/30/2015

201400272 ALLEGIAN000 Allegiant Partners Inc W 06/10/2015 $932.53 06/25/2015 06/30/2015

201400273 VANCO E.000 VANCO E.SERVICE W 06/15/2015 $13.20 06/25/2015 06/30/2015

201400274 WELLS FA000 Wells Fargo Bank, N.A. W 06/22/2015 $90,215.83 06/25/2015 06/30/2015

201400275 VENTURE 000 Venture Bank W 06/03/2015 $10.00 06/25/2015 06/30/2015



201400278 ALLEGIAN000 Allegiant Partners Inc W 06/25/2015 $3,815.12 06/29/2015 06/30/2015

201400279 TASC 000 TASC W 06/25/2015 $75.00 06/29/2015 06/30/2015

201400281 INTERNAL000 Internal Revenue Service W 06/30/2015 $38,938.99 06/30/2015

201400282 MN DEPT 000 MN Dept of Revenue W 06/30/2015 $5,686.94 06/30/2015

201400283 PUBLIC E000 Public Employees Retireme W 06/30/2015 $3,882.70 06/30/2015

201400284 TEACHERS000 Teachers Retirement Assoc W 06/30/2015 $19,060.86 06/30/2015

201400285 THE HART000 The Hartford W 06/30/2015 $4,097.36 06/30/2015





201400290 TASC 000 TASC W 06/29/2015 $208.33 06/30/2015 06/30/2015

201400291 TASC 000 TASC W 06/29/2015 $848.74 06/30/2015 06/30/2015

201400292 TASC 000 TASC W 06/12/2015 $145.85 06/30/2015 06/30/2015

Number Of Checks: 142 $585,573.57

02 Venture Bank

23194 ADKINKIM000 Adkins, Kim R 06/15/2015 $42.92 06/15/2015 06/30/2015

23195 CONNEEMM000 Conner, Emma K. R 06/15/2015 $89.63 06/15/2015 06/30/2015

23196 GOLTEANA000 Golter, Anastasia C. R 06/15/2015 $18.47 06/15/2015 06/30/2015

23197 LUPO SUS000 Lupo, Susan O. R 06/15/2015 $617.08 06/15/2015 06/30/2015

23198 TAYLOKEL000 Taylor, Kelly R. R 06/15/2015 $894.78 06/15/2015 06/30/2015

23199 COKERMAR000 Coker, Marilyn K. R 06/15/2015 $1,148.16 06/15/2015 06/30/2015

23200 WAHL REB000 Wahl, Rebecca A. R 06/15/2015 $303.34 06/15/2015 06/30/2015

23201 ADKINKIM000 Adkins, Kim R 06/30/2015 $114.51 06/30/2015




Cash Posting


02 Venture Bank

***************Continued***************

23202 FORNEETH000 Forney, Ethan J. R 06/30/2015 $50.79 06/30/2015

23203 MOLNAEMI000 Molnar, Emily E. R 06/30/2015 $74.66 06/30/2015

23204 NOWARJOS000 Nowariak, Joseph R 06/30/2015 $83.99 06/30/2015

23205 TAYLOKEL000 Taylor, Kelly R. R 06/30/2015 $623.64 06/30/2015

23206 COKERMAR000 Coker, Marilyn K. R 06/30/2015 $671.00 06/30/2015


8 Venture Bank Building Co

80553 CAIN THO000 Cain Thomas Associates In R 06/01/2015 $4,897.50 06/01/2015 06/30/2015

80554 MANAGED 000 Managed Services Inc. R 06/01/2015 $1,953.79 06/01/2015 06/30/2015

80555 EAGLE RI000 Eagle Ridge Academy R 06/12/2015 $6,862.00 06/12/2015 06/30/2015

80556 NEXTERA 000 Nextera Communications R 06/12/2015 $801.20 06/12/2015 06/30/2015

80557 BKBM ENG000 BKBM Engineers R 06/25/2015 $1,390.00 06/25/2015 06/30/2015

80558 MANAGED 000 Managed Services Inc. R 06/25/2015 $1,699.05 06/25/2015


9 Venture Bank

201400280 SAFESAVE000 SafeSave Payments W 06/08/2015 $10.21 06/08/2015 06/30/2015

201400293 GLOBAL P000 Global Payments - Fundrai W 06/02/2015 $1.17 06/02/2015 06/30/2015


Number Of Checks: 3 $211.38

Total Checks: 164 $608,121.46

Totals: Bank Total $$

01 $585,573.57

02 $4,732.97

8 $17,603.54

9 $211.38

************************ End of report ************************


3amgip01.p EAGLE RIDGE ACADEMY 2:17 PM 07/20/15

05.15.06.00.00-010053 GENERAL INPUT CASH RECEIPTS PAGE: 1

BATCH DESCRIPTION FISCAL YEAR POST DATE BATCH ORIGIN STATUS

CR063015 Ideas deposit 06.30.2015 2014-2015 06/30/2015 Web Batch Entry History

BANK LINE NAME/PROJ DESCRIPTION/REFERENCE ADDT'L DESCRIPTION ACCOUNT RECEIPT# ENTRY DT DEBIT AMOUNT CREDIT AMOUNT

01 1 FY 14-15 Charter School 01 R 005 000 000 348 300 203 06/30/15 0.00 130,971.93

Lease

01 2 FY 14-15 Alternative 01 R 005 000 000 335 300 204 06/30/15 0.00 170,413.86

Compensation

2 LINE ENTRIES FOR BATCH NUMBER CR063015 TOTALS FOR BATCH 0.00 301,385.79

BATCH TOTAL DIFFERENCE 0.00 -301,385.79


063015CR Vanco deposits 06.25.15 - 06.30.15 2014-2015 06/30/2015 Web Batch Entry History


01 1 TEL Eagle's Lair CC#200 04 R 005 570 200 000 040 202 06/30/15 0.00 902.73


063015CR Fundraising Sweep acct interest - June 2015 2014-2015 06/30/2015 Web Batch Entry History


10 1 Fundraising Sweep account 01 R 005 000 000 000 092 199 06/30/15 0.00 0.20

interest - June 2015


063015CR Fundraising Account interest - June 2015 2014-2015 06/30/2015 Web Batch Entry History


9 1 Fundraising Account 01 R 005 000 515 000 092 201 06/30/15 0.00 0.44



063015CR Federated account interest - June 2015 2014-2015 06/30/2015 Web Batch Entry History


03 1 Federated Account 01 R 005 000 000 000 092 200 06/30/15 0.00 8.85






CR062915 School deposit 06.29.2015 2014-2015 06/29/2015 Web Batch Entry History


01 1 School functions CC#114 01 R 005 000 114 000 060 207 06/29/15 0.00 49.42

01 2 Book fines 01 R 005 000 000 000 099 208 06/29/15 0.00 5.95

01 3 Traffic Study 01 A 115 00 209 06/29/15 0.00 6,862.00

3 LINE ENTRIES FOR BATCH NUMBER CR062915 TOTALS FOR BATCH 0.00 6,917.37



062915CR Fundraising Account deposit 06.29.2015 2014-2015 06/29/2015 Web Batch Entry History


9 1 Fundraising account 01 R 005 000 515 000 099 205 06/29/15 0.00 4,998.00

deposit - 5K and Golf

Event

9 2 Fundraising account 01 R 005 000 515 000 096 206 06/29/15 0.00 1,034.00

deposit - donations (AT&T

Employee Giving Campaign

$4.00 check #5600644604,

Wells Fargo Matching

Gifts Program $130.00

check #1183579, Target

Corp $900.00 check

#2224512)

2 LINE ENTRIES FOR BATCH NUMBER 062915CR TOTALS FOR BATCH 0.00 6,032.00



062415CR Vanco deposits 06.01.15 - 06.24.15 2014-2015 06/24/2015 Web Batch Entry History


01 1 TEL Eagle's Lair CC#200 04 R 005 570 200 000 040 187 06/24/15 0.00 12,570.55

01 2 LS field trip 01 R 020 000 000 000 050 188 06/24/15 0.00 5.61







062215CR Twin Cities United deposit 06.22.2015 2014-2015 06/22/2015 Web Batch Entry History


01 1 Fundraising - donation 01 R 005 000 515 000 096 210 06/22/15 0.00 255.30

(United Way $255.30

online donation - K.

Oberstar)


062215CR Record waterfall deposit 06.22.2015 2014-2015 06/22/2015 Web Batch Entry History


01 1 Record waterfall deposit 01 A 118 00 212 06/22/15 0.00 2,541.66

into Venture checking

account (is normally

deposited into ABC

account)


061915CR Ideas deposit 06.19.2015 2014-2015 06/19/2015 Web Batch Entry History


01 1 FY 13-14 SpEd 01 A 121 00 189 06/19/15 0.00 1,637.77

01 2 FY 13-14 Concurrent 01 A 121 00 190 06/19/15 0.00 87.05

enrollment

01 3 FY 14-15 Charter School 01 R 005 000 000 348 300 191 06/19/15 0.00 300,663.03

Lease




061615CR Fundraising deposit - Global Pymts 06.16.2015 2014-2015 06/16/2015 Web Batch Entry History


9 1 Fundraising deposit from 01 R 005 000 515 000 096 211 06/16/15 0.00 250.00

Global Payments

(donations - missing

backup) CC#515





061215CR School deposit 06.12.2015 2014-2015 06/12/2015 Web Batch Entry History


01 1 LS field trips 01 R 020 000 000 000 050 173 06/12/15 0.00 108.14

01 2 US field trips 01 R 005 000 000 000 050 174 06/12/15 0.00 1,080.00

01 3 JCL CC#120 04 R 005 000 120 000 050 175 06/12/15 0.00 294.68

01 4 Lunch - Food Program 02 R 005 770 000 701 601 176 06/12/15 0.00 394.70

01 5 National Honor NHS CC#119 04 R 005 000 119 000 050 177 06/12/15 0.00 40.00

01 6 Programs CC#121 01 R 005 000 121 000 050 178 06/12/15 0.00 1,075.00

01 7 Athletics CC#170 04 R 005 000 170 000 050 179 06/12/15 0.00 500.00

01 8 TEL Eagle's Lair CC#200 04 R 005 570 200 000 040 180 06/12/15 0.00 528.00

01 9 LS yearbook paid out to 01 E 020 291 110 000 185 181 06/12/15 0.00 800.00

Missy Madigan as a

stipend

01 10 US Yearbook CC#110 01 R 005 000 110 000 060 182 06/12/15 0.00 825.00

01 11 Book fines 01 R 005 000 000 000 099 185 06/12/15 0.00 104.05

01 12 Payroll - John 01 L 215 18 186 06/12/15 0.00 377.55

D-Alessandro




061215CR Fundraising acct deposit 06.12.2015 2014-2015 06/12/2015 Web Batch Entry History


9 1 Fundraising account - 01 R 005 000 515 000 096 197 06/12/15 0.00 348.62

donations $348.62

(Medtronic $116.62 check

#8200015991, AT&T $4.00

check #5600622673, ERA

$228.00 check #50918)

9 2 Fundraising account - 01 R 005 000 515 000 099 198 06/12/15 0.00 2,121.67

golf event







061115CR SERVS deposit 06.11.2015 2014-2015 06/11/2015 Web Batch Entry History


01 1 FY 14-15 Reg Lunch 02 R 005 770 000 701 471 192 06/11/15 0.00 1,674.68

01 2 FY 14-15 HHFKA 02 R 005 770 000 701 471 193 06/11/15 0.00 358.86

01 3 FY 14-15 Free/Reduced 02 R 005 770 000 701 472 194 06/11/15 0.00 6,569.20

Lunch

01 4 FY 14-15 Breakfast 02 R 005 770 000 705 476 195 06/11/15 0.00 1,813.03

01 5 FY 14-15 State School 02 R 005 770 000 701 300 196 06/11/15 0.00 1,079.62

Lunch




060115CR School deposit 06.01.2015 2014-2015 06/01/2015 Web Batch Entry History


01 1 Events CC#116 04 R 005 000 116 000 050 169 06/01/15 0.00 4,742.00

01 2 Functions CC#114 01 R 005 000 114 000 060 170 06/01/15 0.00 1,279.00

01 4 Improv CC#124 04 R 005 000 124 000 050 172 06/01/15 0.00 397.00



41 LINE ENTRIES FOR 16 BATCHES GRAND TOTALS 0.00 659,769.15

GRAND TOTAL DIFFERENCE 0.00 -659,769.15

************************ End of report ************************



05.15.06.00.00-010053 GENERAL INPUT JOURNAL ENTRIES PAGE: 1


TR070915 SPED Account Transfers 2014-2015 06/30/2015 Batch Entry History

LINE NAME/PROJ DESCRIPTION/ADDITIONAL DESCRIPTION ACCOUNT/REFERENCE ENTRY DATE DEBIT AMOUNT CREDIT AMOUNT

1 Tammy Iszler-Johnson - ck dates 6/24/15, 01 E 010 420 000 740 394 07/09/2015 5,343.75 0.00

5/18/15, 04/15/15, 1/29/15 transfres from

Federal to State

2 Tammy Iszler-Johnson - ck dates 6/24/15, 01 E 010 420 000 419 372 07/09/2015 0.00 5,343.75

5/18/15, 04/15/15, 1/29/15 transfres from

Federal to State

3 BWOM-ck#50979-transfer from federal to state 01 E 010 401 000 740 394 07/09/2015 1,292.00 0.00

4 BWOM-ck#50979-transfer from federal to state 01 E 010 401 000 419 373 07/09/2015 0.00 1,292.00

5 BWOM-ck#50979-transfer from federal to state 01 E 010 420 000 740 394 07/09/2015 513.50 0.00

6 BWOM-ck#50979-transfer from federal to state 01 E 020 420 000 419 303 07/09/2015 0.00 513.50

TOTALS 7,149.25 7,149.25


KB063015 Move part of 07/08/15 deposit to FY 14-15 2014-2015 06/30/2015 Web Batch Entry History


1 Move part of 07/08/15 deposit to FY 14-15 02 A 115 00 06/30/2015 10,811.66 0.00

for Food Program Commodity

2 Move part of 07/08/15 deposit to FY 14-15 02 R 005 770 000 701 474 06/30/2015 0.00 10,811.66

for Food Program Commodity

3 Move part of 07/08/15 deposit to FY 14-15 01 A 115 00 06/30/2015 911.22 0.00

for TASC Refund Payroll

4 Move part of 07/08/15 deposit to FY 14-15 01 L 215 15 06/30/2015 0.00 911.22

for TASC Refund Payroll

TOTALS 11,722.88 11,722.88


063015KB Transfer from/to Fundraising Sweep Acct - Jun 2014-2015 06/30/2015 Web Batch Entry History


1 Transfer from/to Fundraising Sweep Acct - 01 A 101 10 06/30/2015 8,540.85 0.00

June 2015

2 Transfer from/to Fundraising Sweep Acct - 01 A 101 09 06/30/2015 0.00 8,540.85

June 2015

TOTALS 8,540.85 8,540.85





063015KB Transfer from/to Federated Acct - June 2015 2014-2015 06/30/2015 Web Batch Entry History


1 Transfer from/to Federated Acct - June 2015 01 A 101 07 06/30/2015 0.00 168,262.02

2 Transfer from/to Federated Acct - June 2015 01 A 101 06 06/30/2015 168,262.02 0.00

TOTALS 168,262.02 168,262.02


062915KB Write off old outstanding checks from prev FY 2014-2015 06/29/2015 Web Batch Entry History


1 Write off old check #49371 dated 12/27/13 01 A 101 06 06/29/2015 850.72 0.00

for Universal Cleaning Services

2 Write off old check #49371 dated 12/27/13 01 R 005 000 000 000 099 06/29/2015 0.00 850.72

for Universal Cleaning Services


for Lila Buffet Styling


for Lila Buffet Styling


for Randall Vetsch


for Randall Vetsch

TOTALS 1,053.70 1,053.70


062215KB Waterfall deposit transfer 06.22.2015 2014-2015 06/22/2015 Web Batch Entry History


1 Record transfer of Waterfall payment that 50 A 103 50 06/22/2015 2,541.66 0.00

was deposited into Venture Checking instead

of the ABC account

2 Record transfer of Waterfall payment that 50 L 205 00 06/22/2015 0.00 2,541.66

was deposited into Venture Checking instead

of the ABC account

TOTALS 2,541.66 2,541.66





TR061915 Federal to State SPED Transfer 2014-2015 06/19/2015 Batch Entry History


1 Intermediate District 287 ck#50158 move from 01 E 010 211 000 000 394 06/19/2015 6,386.52 0.00

SPED to Gen ED

2 Intermediate District 287 ck#50158 move from 01 E 010 405 000 740 396 06/19/2015 0.00 6,386.52

SPED to Gen ED

3 Teaching Temps Inc ck date 04/15/15-06/01/15 01 E 010 420 000 740 394 06/19/2015 2,548.29 0.00

4 Teaching Temps Inc ck date 04/15/15-06/01/15 01 E 010 420 000 419 303 06/19/2015 0.00 2,548.29

5 By Word of Mouth ck dates 03/31/15-05/31/15 01 E 010 401 000 740 394 06/19/2015 7,721.50 0.00

6 By Word of Mouth ck dates 03/31/15-05/31/15 01 E 010 401 000 419 373 06/19/2015 0.00 7,721.50

TOTALS 16,656.31 16,656.31

************************ End of report ************************


ISS – City of Deephaven, MN (Issuer) ERA – Eagle Ridge Academy PJC – Piper Jaffray & Co BC – Bond Counsel DC – Disclosure Counsel BWC – Borrower’s Counsel AST&R – Architects / Planners UWC – Underwriter’s Counsel

City of Deephaven, Minnesota Charter School Lease Revenue Bonds, Series 2015 A&B

(Eagle Ridge Academy Project)

Timetable as of July 24, 2015

248 Date Action Responsible Party

Friday, July 31 Construction Bids due ERA

Week of August 3 Negotiate & Finalize GMP terms, execute contract ERA

Friday, August 7 Executed Due Diligence Questionnaire sent to Piper/B&T ERA Near final POS & Appendices distributed UWC

Monday, August 10 Final signoff due on POS All

Tuesday, August 11 Distribute final POS to market BC, UWC, PJC

Week of August 17 Investor Presentation and site visits ERA, PJC

Tuesday, August 25 Pre-pricing call All ERA Board Meeting ERA

Wednesday, August 26 Bond pricing PJC

Friday, August 28 Distribute final OS and near final form bond documents BC, DC Distribute draft of closing flow of funds PJC

Wednesday, September 2 Costs of Issuance & Project invoices distributed All

Thursday, September 3 Pre-closing All

Tuesday, September 8 Closing PJC

S M T W T F S S M T W T F S S M T W T F S

1 2 3 4 1 1 2 3 4 5

5 6 7 8 9 10 11 2 3 4 5 6 7 8 6 7 8 9 10 11 12

12 13 14 15 16 17 18 9 10 11 12 13 14 15 13 14 15 16 17 18 19

19 20 21 22 23 24 25 16 17 18 19 20 21 22 20 21 22 23 24 25 26

26 27 28 29 30 31 23 24 25 26 27 28 29 27 28 29 30

30 31

JULY 2015 AUGUST 2015 SEPTEMBER 2015

Eagle Ridge Academy

Agreements - submitted by Jason Ulbrich, Executive Director

Employee Last Employee First Position Salary FTE Level Department FLSA Status

Rockcastle Austen Teacher $58,024.00 1.00 MA-17 School of Logic & Rhetoric - Math exempt

MacLennan Stephen Teacher $14,882.00 0.325 MA-6 School of Logic & Rhetoric - Math exempt

Hopper Lisa Teacher $37,595.00 1.00 BA-2 School of Grammar - Grade 2 exempt

Molnar Emily Building Substitute $28,000.00 1.00 School of Grammar exempt

Board Officers of Eagle Ridge Academy

Ann Watanabe, Chairman of the Board of Directors Dated:

Eagle Ridge Academy

Melissa Madigan, Vice Chairman of the Board of Directors Dated:

Eagle Ridge Academy

Tiffany Goedjen, Secretary of the Board of Directors Dated:

Eagle Ridge Academy

Kathy Oberstar, Treasurer of the Board of Directors Dated:

Eagle Ridge Academy

2015-2016

Employee Handbook

7255 Flying Cloud Drive Eden Prairie, MN 55344

(952) 746-7760 Fax (952) 746-7765

www.eagleridgeacademy.org

http://www.sevenhillsacademy.com/

1

Table of Contents Message from the Executive Director ........................................................................................................... 4

Purpose of Handbook .................................................................................................................................... 4

PART ONE – MISSION, VISION and CULTURE .................................................................................................. 5

Mission, Vision and Pillars ............................................................................................................................. 5

School History................................................................................................................................................ 6

School Management ..................................................................................................................................... 7

Educational Philosophy ................................................................................................................................. 7

Eagle Ridge Academy School of Grammar..................................................................................................... 7

Eagle Ridge Academy School of Logic ............................................................................................................ 8

Eagle Ridge Academy School of Rhetoric ...................................................................................................... 8

PART TWO – EMPLOYMENT ........................................................................................................................... 8

Employment Practices ................................................................................................................................... 8

At Will Employment .................................................................................................................................. 8

Equal Employment Opportunity ............................................................................................................... 8

Immigration Law Compliance .................................................................................................................... 9

General Policies and Procedures ................................................................................................................... 9

Standards of Conduct ................................................................................................................................ 9

Confidential Information ......................................................................................................................... 10

Dress Code .............................................................................................................................................. 11

Employee Assignment ................................................................................................................................. 12

Background Checks ................................................................................................................................. 12

Reporting Changes .................................................................................................................................. 12

Personnel Files ........................................................................................................................................ 12

Performance Reviews ............................................................................................................................. 12

Job Classifications ................................................................................................................................... 13

Job Descriptions ...................................................................................................................................... 13

Licenses and Certifications ...................................................................................................................... 13

Orientation, Training, and Professional Development ............................................................................ 13

Promotions ............................................................................................................................................. 14

Recruitment and Hiring ........................................................................................................................... 14

Attendance .................................................................................................................................................. 14

School Year ............................................................................................................................................. 14

2

Hours of Work ......................................................................................................................................... 14

Substitute Teacher Procedures ............................................................................................................... 14

School Closing ......................................................................................................................................... 15

Paid and Unpaid Leave ................................................................................................................................ 15

Paid Time Off – Pilot Program ................................................................................................................. 15

Sick Leave Bank ....................................................................................................................................... 16

Leaves of Absences ................................................................................................................................. 16

Family and Medical Leave ....................................................................................................................... 17

Jury Duty ................................................................................................................................................. 17

Emergency/Bereavement Leave ............................................................................................................. 17

Workers’ Compensation ......................................................................................................................... 17

Leave without Pay ................................................................................................................................... 17

Holidays................................................................................................................................................... 18

Pay and Benefits .......................................................................................................................................... 18

Pay Periods .............................................................................................................................................. 18

Direct Deposit ......................................................................................................................................... 18

Payroll Deductions .................................................................................................................................. 18

Online Payroll Information ...................................................................................................................... 18

Timecards ................................................................................................................................................ 19

Overtime ................................................................................................................................................. 19

Benefits ................................................................................................................................................... 19

Problem Resolution ..................................................................................................................................... 20

Discipline ................................................................................................................................................. 20

Corrective Action .................................................................................................................................... 20

Separation ................................................................................................................................................... 20

Job Abandonment ................................................................................................................................... 20

Termination ............................................................................................................................................ 21

Notice of Resignation .............................................................................................................................. 21

Termination Process ............................................................................................................................... 21

Exit Interviews ......................................................................................................................................... 21

COBRA ..................................................................................................................................................... 21

Employment Regulations ............................................................................................................................ 21

Unlawful Harassment .............................................................................................................................. 21

Safe and Drug Free Environment ............................................................................................................ 22

Tobacco Free Environment ..................................................................................................................... 22

3

PART THREE – TEACHER EXPECTATIONS ...................................................................................................... 23

Activities and Events ............................................................................................................................... 23

Communication ....................................................................................................................................... 23

Parent Teacher Conferences ................................................................................................................... 23

Webpages ............................................................................................................................................... 23

Grading ................................................................................................................................................... 23

Homework .............................................................................................................................................. 24

Additional Student Regulations (i.e. Cheating/Uniforms) ....................................................................... 25

Student Planner Use ............................................................................................................................... 25

Supervision of Students .......................................................................................................................... 25

Field Trips ................................................................................................................................................ 25

Discipline and Detention ......................................................................................................................... 25

PART FOUR – BUILDING POLICIES AND PROCEDURES .................................................................................. 26

Room Maintenance ................................................................................................................................. 26

Parking .................................................................................................................................................... 26

Purchasing Procedures ............................................................................................................................ 26

Cash Collection ........................................................................................................................................ 27

Cell Phone and Electronic Devices: ......................................................................................................... 27

Voice Mail and Electronic Mail ................................................................................................................ 27

Use of Eagle Ridge Academy Property .................................................................................................... 27

Personal Property ................................................................................................................................... 27

Personal Safety ....................................................................................................................................... 27

Postage, Shipping and Office Supplies .................................................................................................... 27

Laptops ................................................................................................................................................... 27

iPads ........................................................................................................................................................ 28

Computer Drives ..................................................................................................................................... 28

Technology maintenance needs ............................................................................................................. 28

Reserving TV, laptops, iPads, projectors, cameras and viewing the school wide calendar ..................... 28

PART FIVE – TECHNOLOGY ........................................................................................................................... 28

Technology Acceptable Use Policy .......................................................................................................... 28

Right to Monitor ..................................................................................................................................... 30

Penalties for Improper Use ..................................................................................................................... 30

Social Media ............................................................................................................................................ 30

All Other Policies and Regulations ............................................................................................................... 31

Acknowledgement ....................................................................................................................................... 32

4

Welcome from the Executive Director

Welcome to Eagle Ridge Academy

Thank you for joining Eagle Ridge Academy. You have chosen to join a team of professionals that work

hard every day in order to continually improve on the Classical Education that we provide to our students.

We partner with our parents to support the growth of their children.

The Eagle Ridge Academy Employee Handbook has been researched and developed by our Human

Resource Work Group, which is a team of board members, administrators, teachers, education assistants, and parents. The Handbook was developed for you, the Eagle Ridge Academy family. The Handbook

provides basic information about your employment with Eagle Ridge Academy. It outlines procedures,

policies, and general requirements.

I ask that you assist us in our collaborative efforts as we work to build a school built on trust, respect, and

continual growth. It will be through your good efforts that we continue our journey towards educational excellence.

Sincerely,

Jason Ulbrich

Executive Director

Purpose of Handbook The following pages contain information regarding many of the policies and procedures of Eagle Ridge

Academy. This is not an employment contract and is not intended to create contractual obligations of any

kind. The purpose of this handbook is to familiarize Employees with the philosophy, policies, procedures,

and benefits of Eagle Ridge Academy. All Employees should carefully review this booklet in its entirety upon receipt.

Eagle Ridge Academy values the many talents and abilities of its Employees and seeks to foster an open,

cooperative, and dynamic environment where both Employees and the school can thrive. Further

information or questions about any of the policies and procedures outlined in this handbook may be

brought to the attention of the Executive Director.

The policies and procedures outlined in this handbook will be applied at the discretion of Eagle Ridge

Academy, and Eagle Ridge Academy reserves the right to deviate from the procedures of this handbook

or to withdraw or change them at any time. Eagle Ridge Academy will notify Employees when a change

has been made.

5

PART ONE – MISSION, VISION and CULTURE

Mission, Vision and Pillars Mission The mission of Eagle Ridge Academy is to provide our students with a traditional, Classical Education that demands their best in academic achievement, behavior, and attitude and challenges them to attain their

highest potential.

Vision Eagle Ridge Academy will offer an academically rigorous, time-tested Classical, liberal arts curriculum

that:

prepares students to be exemplary and knowledgeable citizens,

instills a life-long passion for learning,

values self-discipline, respect, perseverance, and achievement,

teaches truth, beauty and goodness,

and fosters an appreciation for the United States of America and her unique role in the world.

Pillars Citizenship

Defined: being a good citizen, contributing to the school, being a good student, being responsible In action: picking up after yourself, paying attention, not vandalizing the school or property, being helpful, reciting the Pledge

Integrity Defined: having a conscience, dignity, morals, academic honesty, being trustworthy, honorable, having common sense In action: admitting wrong-doing, standing up for what is right, completing homework on time

Perseverance Defined: enduring through hardships, focusing, not giving up, and accomplishing goals In action: doing your best, not getting discouraged, getting extra help if you need it, asking questions

Honor Defined: honesty, taking pride in yourself, recognizing value, fairness In action: honoring those even if you do not like them, showing respect, standing up for others, saying hello to other students and teachers (even if you don’t know them)

Excellence Defined: always doing your best, taking pride in your work, behaving and working above the average In action: caring for what you are working on, excelling at what you do, pushing yourself

Respect Defined: kindness, appropriate speech, politeness, self-control, listening to authority figures In action: listening to and following directions, accepting responsibility for actions, standing up for yourself, taking care of yourself/others/the environment

6

School History Eagle Ridge Academy opened its doors in 2004 serving students in grades 6, 7 and 9. The school has

continually expanded and now serves students in grades K – 12. Eagle Ridge Academy was formed by

local parents, experienced educators, and professionals with expertise in finance, law, business,

marketing, and non-profit management for the purpose of expanding parental choice by offering a

rigorous, Classical, college-preparatory program within a public school.

Eagle Ridge Academy and the Classical Tradition The Classical tradition is manifold. The Greco-Roman period was one of intense and multifaceted

exploration, of knowledge and learning as well as the human virtues, most particularly good citizenship

and the triad of truth, beauty, and goodness. Classicism in the Christian west developed in phases.

Medieval scholasticism emphasized dialectic and logic. Renaissance humanism focused on literature and

rhetoric.

Classical Education today also includes a spectrum of traditions. Moral classicism focuses on the virtues

and tends to have a medieval flavor. Democratic classicism encourages good citizenship and embodies a

more humanist approach. Liberating classicism seeks to address the achievement gap, using Classical

resources to achieve academic excellence.

Many schools choose to work out of some particular aspect(s) of the Classical tradition. We deliberately

take the best from all traditions. This does not mean that we don’t know who we are! On the contrary, as

educators deeply immersed in and dedicated to the Classical tradition, we have crafted a detailed and

comprehensive Classical approach, designed to enrich, ennoble, and educate our students.

Overview Eagle Ridge Academy is a K-12 Classical, College-Prep Charter School. There are numerous strands and foci of Classical Education. Eagle Ridge Academy is focused on providing a rigorous, academic foundation

that works in conjunction with the school’s pillars and Latin motto. The following virtues constitute the

school’s pillars: Citizenship, Integrity, Perseverance, Honor, Excellence, and Respect. The school’s motto

“Probitas, Veritas, Pulchritudo” identifies in Latin the central tenants of the school: Goodness, Truth, and

Beauty. Using these virtues and tenants as foundations, Eagle Ridge Academy is able to fulfill its mission

of providing our students with a traditional, Classical Education that demands their best in academic achievement, behavior, and attitude and challenges them to attain their highest potential.

Eagle Ridge Academy is delineated into three schools representative of the three stages of the Trivium:

the School of Grammar (K-5), the School of Logic (6-8), and the School of Rhetoric (9-12). Grades five and

eight serve a special role as the transitional years: grade five is the transitional year between the School

of Grammar and the School of Logic, and grade eight is the transitional year between the School of Logic

and the School of Rhetoric.

Eagle Ridge Academy strives to incorporate aspects of all three stages of the Trivium in each of the three

schools, to varying degrees as appropriate in each School, in order to help students learn the grammar

level information of a particular discipline, understand the logical reasoning behind particular disciplines,

and work on the art of speaking and writing articulately with adequate reasoning and support. Upon completion of their education at Eagle Ridge Academy, students will be exemplary and knowledgeable

citizens who have been instilled with a life-long passion for learning; value self-discipline, respect,

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perseverance, and achievement; search for truth, beauty, and goodness; and foster an appreciation for

the United States of America and her unique role in the world.

School Management Eagle Ridge Academy is managed by an eleven member Board of Directors. The Board consists of

parents, teachers, and community members, and is responsible for the strategic operation of the school

including financial management, curricular and policy development, compliance with state and federal guidelines, student enrollment, and compliance with the requirements of the authorizer.

Eagle Ridge Academy is authorized by Friends of Education, a non-profit organization that has received

state approval to authorize charter schools. As Eagle Ridge Academy’s authorizer, Friends of Education is

responsible for monitoring student academic performance, providing financial oversight, ensuring

compliance with state requirements, and supporting the school’s overall development.

Educational Philosophy Eagle Ridge Academy represents a partnership among the students, parents, faculty, administration, and staff. These partners are united in their commitment to the common objectives outlined in the Mission

Statement. Students and parents respect the Academy’s teachers as role models and instructors for their

commitment to truth and their genuine concern for children. Intelligence, creativity, responsibility, and

belief in the value of a Classical Education are characteristics of the faculty. Parents expect and appreciate

direct and regular communication from faculty regarding their children. Reciprocally, parents are

responsive to suggestions from teachers and administrators for helping students. The Executive Director, under the authority of the Board, oversees the implementation of the Mission Statement in the school

and advances the Academy’s role as an institution dedicated to providing the best education for children.

Eagle Ridge Academy recognizes each child as a person who, by virtue of his/her humanity, is in

community with all the other children in the Academy, regardless of age. By providing moral and ethical

standards, the Academy prepares its students to accept the privileges and responsibilities of citizenship in

a democratic society. Every child is capable of achieving his potential to the fullest extent when afforded respect, fairness, kindness, discipline, and appropriate content-rich instruction.

Eagle Ridge Academy School of Grammar Truth, Beauty and Goodness: Virtue and wisdom are inextricably linked components of Classical Education. Citizenship, integrity,

perseverance, honor, excellence, and respect are all both moral and intellectual virtues. Like the

principles used by the Founding Fathers of the United States of America, Eagle Ridge Academy was built

on certain principles and truths that are timeless and inherent.

The School of Grammar at Eagle Ridge Academy is characterized by a well-structured learning day that

sets and maintains an appropriate educational tone from beginning to end. When students come to

school they are coming to work. Their conduct at school must demonstrate a seriousness of purpose and

a sense of appropriate play that stress the importance of learning both individual and group skills.

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Eagle Ridge Academy School of Logic Truth, Beauty, Goodness: The School of Logic builds upon the skills introduced in the School of Grammar and requires students to

use the facts and information they have learned in the School of Grammar to form logical and organized

thoughts and reasoning. This stage requires students to begin answering the “why” behind concepts.

In addition to rigorous academics and high expectations in the classroom, the School of Logic also expects students to continue to reflect upon the pillars of Eagle Ridge Academy and to demonstrate citizenship,

integrity, perseverance, honor, excellence, and respect. This will develop self-motivated and self-

disciplined students who strive to seek out truth, beauty, and goodness as they begin to grapple with the

increasing cognitive demands that the School of Logic requires.

Eagle Ridge Academy School of Rhetoric Truth, Beauty, Goodness: As the final stage in the Trivium, the School of Rhetoric builds upon what students have accomplished in

the School of Grammar and the School of Logic. Students continue to learn additional grammatical-level facts and concepts and to utilize logical reasoning; however, students build on these skills by talking and

writing intelligently and articulately about concepts and in defense of arguments and positions. Teachers

use open-ended questions to facilitate the depth of thought and insight expected of students as they

continue to grapple with challenging material and texts in order to develop analytical reasoning skills,

prepare students for college, and foster a life-long love of learning.

Students in the School of Rhetoric value academic achievement, self-discipline, and always strive to reach

their full potential. As students become aware of the interconnectedness among disciplines and observe

the truth, beauty, and goodness of our Classical curriculum and virtues, students will be exemplary and

knowledgeable citizens who are appreciative of the United States and her unique role in the world.

PART TWO – EMPLOYMENT Employment Practices At Will Employment Eagle Ridge Academy does not offer tenured or guaranteed employment. Except as Eagle Ridge Academy

has otherwise expressly agreed in writing, employment is at will and may be terminated by Eagle Ridge

Academy at any time, subject to the individual employment agreement.

Equal Employment Opportunity Eagle Ridge Academy is committed to providing equal employment opportunities to all individuals

without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual

orientation, or any other characteristic protected by law.

Eagle Ridge Academy will make reasonable accommodations for qualified individuals with known

disabilities unless doing so would result in an undue hardship. An employee with a disability for which

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reasonable accommodation is needed should contact the Executive Director or immediate supervisor to

discuss possible accommodations.

Employees with questions or concerns about any type of discrimination in the work place are encouraged

to bring these issues to the attention of the Executive Director. Employees can raise legitimate concerns

and make good faith reports without fear of reprisal. Anyone found to be engaging in any type of

unlawful discrimination will be subject to disciplinary action, up to and including discharge.

Immigration Law Compliance Eagle Ridge Academy does not hire anyone that is not a citizen of the United States or is not authorized to

work in the U.S. under the Immigration Reform and Control Act of 1986. As a condition of employment, all new and past Employees must show valid proof that they are eligible to work in the United States.

General Policies and Procedures Standards of Conduct Eagle Ridge Academy Employees are expected to maintain standards of professional, personal, and business ethics consistent not only with the school’s Mission and Vision Statements, pillars, and teacher

code of ethics but, also, with the responsibility we accept and embrace as life-long learners and educators

of the youth of our community. The Code of Ethics for Minnesota Teachers is as follows:

Standards of Professional Conduct*

1. A teacher shall provide professional educational services in a nondiscriminatory manner. 2. A teacher shall make reasonable effort to protect the student from conditions harmful to health

and safety. 3. In accordance with state and federal laws, a teacher shall disclose confidential information about

individuals only when a compelling professional purpose is served or when required by law. 4. A teacher shall take reasonable disciplinary action in exercising the authority to provide an

atmosphere conducive to learning. 5. A teacher shall not use professional relationships with students, parents, and colleagues to

private advantage. 6. A teacher shall delegate authority for teaching responsibilities only to licensed personnel. 7. A teacher shall not deliberately suppress or distort subject matter. 8. A teacher shall not knowingly falsify or misrepresent records or facts relating to that teacher's

own qualifications or to other teachers' qualifications. 9. A teacher shall not knowingly make false or malicious statements about students or colleagues. 10. A teacher shall accept a contract for a teaching position that requires licensing only if properly or

provisionally licensed for that position. * Excerpted from chapter 9, sec. 3.130, of the Minnesota Code.

Eagle Ridge Academy’s 10 Rules to Respect

1. If you have a problem with me, come to me (privately). 2. If I have a problem with you, I’ll come to you (privately). 3. If someone has a problem with me and comes to you, send them to me. (I’ll do the same for

you.) 4. If someone consistently will not come to me, say, “Let’s go see him/her together.” (I’ll do the

same for you.)

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5. Be careful how you interpret me. On matters that are unclear, do not feel pressured to interpret my feelings or thoughts. It is easy to misinterpret intentions.

6. I will be careful how to interpret you. 7. If it’s confidential, don’t tell. If anyone comes to me in confidence, I won’t tell unless (a) person is

going to harm him/herself; (b) the person is going to physically harm someone else; (c) a child has been physically or sexually abused. I expect you will do the same.

8. I do not read unsigned letters of notes. 9. I do not manipulate; I will not be manipulated. Do not let others manipulate you; do not let

others try to manipulate me through you. 10. When in doubt, just say it. If I can answer without misrepresenting something or breaking a

confidence, I will.

Confidential Information Eagle Ridge Academy is committed to protecting the privacy of individuals (employees and students) and

the confidentiality of records. Employees have the responsibility to adhere to standards of confidentiality

with regard to students, staff, parents and volunteers and for ensuring that this commitment to protecting individual privacy is upheld. Respecting the rights to confidentiality and privacy of information

of the members of our community is critical. Eagle Ridge Academy requires that Employees not disclose

private, confidential, nonpublic, or protected nonpublic data as defined by Minnesota Government Data

Practices Act. Failure to maintain this confidentiality may result in disciplinary action up to and including

termination of employment.

During daily work, Employees may be exposed to information that is considered strictly confidential. This

information should not be discussed with anyone, including other students, co-workers, and other

families (unless under your supervisor’s direction). Employees must be alert to others overhearing

professional discussions regarding student information or an employee’s behavior or performance.

In addition, Eagle Ridge Academy will maintain the confidentiality of “protected health information” the

federal Health Insurance Portability and Accountability Act (HIPPA) and other information that is deemed

to be confidential by other laws. This information may include, but is not limited to, information regarding

employees. Confidential information may be information in any form: written, electronic, verbal,

overheard or observed. Access to all information is granted on a “need to know” basis, which is defined as

information that is required in order for an employee to perform his or her job.

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Dress Code Men Dress slacks, khakis, or corduroys. No cargo pants.

Leather belt

Long or short-sleeved button down shirt (tucked in). No tie required.

Collared polo-type shirts, sweaters without hoods, or vests are appropriate.

Socks: Should be mid-calf length, so no skin is visible when you sit down.

Shoes: Comfortable dress shoes or boots. No sandals or athletic shoes.

Facial Hair: If worn, should be trimmed and well groomed.

Women Dresses, skirts (no shorter than three inches above the knee), or dress pants. No capris or cargo pants. Blouses, sweaters without hoods, blazers, vests or dress shirts are appropriate.

All dresses and shirts must have sleeves unless a blazer or sweater is worn.

Leggings can be worn if dress, shirt, or skirt is an appropriate length (no shorter than 3 inches above the knee).

Shoes: Comfortable dress shoes or boots and conservative sandals. No flip flops, UGG type boots, or athletic shoes.

Physical Education Staff

An exception to the dress code will be made for physical education staff.

No logos of other schools should be worn.

Spirit Wear Days

Staff is able to wear jeans and spirit wear apparel on spirit wear days.

No sweat pants.

Free Dress Days

Staff is able to participate in free dress days.

Staff is able to wear jeans on free dress days.

Staff Development Days

An exception to the dress code will be made on staff development days.

Casual dress on these days is appropriate.

General Tips for a Conservative Look in the Workplace

Acceptable Laundered and ironed clothing.

Clean clothes that do not show wear.

Tucked in shirt.

Pants breaking just above the shoe.

Shoes in good repair.

Neatly groomed hair that is clean and out of your eyes.

Clean and neat nails of an appropriate length.

Haircut and combed/ Clean shaven/ Trimmed facial hair

Not Acceptable

Jeans, casual pants, or shorts.

Tight and revealing clothes.

Athletic wear, t-shirts, or wind suits.

Athletic shoes, hiking boots, or bare feet.

Caps and hats.

Sleeveless, strapless, or spaghetti strap clothing.

Cropped tops, or any other top that shows your stomach.

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Employee Assignment Background Checks The Academy recognizes the importance of maintaining a safe place for our students and employees. This

requires Employees who are honest, trustworthy, qualified, reliable, nonviolent, and do not present a risk

of serious harm to their coworkers or others. For purposes of furthering these concerns and interests,

Eagle Ridge Academy reserves the right to investigate an individual’s prior employment history, personal

references, and educational background, as well as other relevant information that is reasonably available

to the Academy. In addition, Eagle Ridge Academy requires criminal background checks for all Employees and a consumer report as noted in specific job descriptions at the time a conditional employment offer is

made and every three years after their hire dates. If an employee is aware of any criminal charges that

may impact their employment, they should report the details to Human Resources within 72 hours of any

pending charge or conviction. Failure to provide the school with an authorization to conduct a

background check or consumer report under FCRA will be considered insubordination and subject an

employee to discipline up to and including termination. (Reference District Policy 404 – Background Checks)

Reporting Changes Employees must promptly notify the Human Resources of any change in name, address, telephone

number, marital status, citizenship, tax withholding allowances, emergency contact information,

insurance beneficiary, dependent insurance records, or other information deemed relevant to the

ongoing employment with Eagle Ridge Academy. Various forms may need to be completed and are

available from the Human Resources office.

Personnel Files Eagle Ridge Academy keeps personnel files on each of its Employees. These files are confidential in

nature, and are managed by Eagle Ridge Academy. They will not be copied or removed from the premises

unless there is a legitimate business or legal reason to do so.

Only authorized personnel, who have a legitimate reason, will have access to Employees’ personnel file. Any employee may view his or her personnel file by contacting the Human Resources during normal

business hours. No employee may alter or remove any document in his or her personnel file. All

personnel who view a personnel file must sign the front cover when viewing or adding to the files.

Confidential health/medical records are not included in personnel files. Eagle Ridge Academy will

safeguard health/medical records from disclosure and will divulge that information only upon written request of the employee, as allowed by law, or as required for workers’ compensation or disability claims.

Performance Reviews All staff members will be evaluated in accordance with the school’s Professional Development plan. As a

result of the scope and sequence outlined in the school’s Professional Development plan, staff will be

encouraged and supported in their professional practice such that the implementation of effective

differentiated instruction throughout the curriculum will positively impact student achievement. Additionally, through the coaching, modeling and ongoing observations/evaluations, staff will be

supported in implementing remediation strategies in their performance.

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Job Classifications The following terms will be used to describe employment classifications and status. Further information regarding Classification definition may be found at http://www.dol.gov/whd/flsa/::

Exempt Employees: An exempt employee is a salaried employee who holds an administrative, professional, or management position. Exempt employees are not subject to the overtime pay provisions of the Federal Fair Labor Standards Act (FLSA). These positions include, but are not limited to, leadership and teachers of Eagle Ridge Academy.

Non-exempt Employees: Non-exempt employees hold positions that do not fall into one of the exempt categories and are eligible for overtime pay. Non-exempt employees are paid on an hourly basis and are expected to record their time on a timesheet. These positions include, but are not limited to, Educational Assistants, Paraprofessionals, Administrative Assistants and Operations Specialists.

Full-Time Equivalents (FTE) are calculated based on 1.0 FTE being 8 hours per day for the number of duty days specified on the Employee Assignment document. FTE will be adjusted proportionately according to the length of the duty day, or a reflection of the actual instructional periods and/or advisory taught.

Full-time Employees: A regular full-time employee is one who is budgeted and scheduled to work .75 FTE or more. All regular full-time employees are eligible to receive benefits.

Part-time Employees: A regular part-time employee is one who is budgeted and scheduled to work under .75 FTE’s. Employees who work .50 FTE up to .75 FTE are eligible to receive part-time benefits. Employees who work less than .50 FTE are not benefit eligible.

Temporary Employee (Long Term Substitutes): Temporary employees are hired to work for a defined period of time of a limited duration, usually to fill in for leaves of absence that last more than 14 consecutive days and less than nine months.

Casual Employee (Substitutes): Casual employees are hired to work on an occasional or as-needed basis for an undetermined time period. There is no guarantee of scheduled hours for persons employed in this category. These employees are not eligible for benefits.

Job Descriptions Eagle Ridge Academy generally maintains job descriptions for all positions in the school, which are available from Human Resources. Each job description outlines the essential job duties and

responsibilities of the assigned position. When the duties and/or responsibilities of the assigned position

have been modified, the job description may be revised.

Licenses and Certifications Each employee who is required to be licensed or certified by law must maintain a current license or

certificate with the Human Resources department. Individuals are expected to know the date of

expiration of their licenses/certifications and meet the requirements for re-licensure or certification in a

timely manner in order to remain employed in that capacity.

Orientation, Training, and Professional Development Eagle Ridge Academy will provide an orientation and training session prior to the first day of school. Some

of the content of the session will depend on the nature of the responsibilities of the position, while other

parts will be applicable to all Employees. In addition, certain policies and procedures are of such

importance that Eagle Ridge Academy requires all staff to view relevant training presentations every year. Annual mandatory trainings include, but not limited to, information concerning the following topics:

Infectious Agents; Blood Borne Pathogens; Harassment and Non-Discriminations; and Data Privacy.

http://www.dol.gov/whd/flsa/

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Eagle Ridge Academy strongly encourages the intellectual development of all faculty. Therefore, it is

expected that faculty develop in the areas of pedagogy techniques and classroom management. Eagle

Ridge Academy may periodically offer training or educational programs. Some programs may be voluntary, while others will be required.

Classical Teacher Certificate Program will engage and professionally develop teachers in the art of

Classical Education. The program will consist of eleven courses. Each core course credit will be

approximately ten hours of meeting time and include outside class work. Staff will earn credits upon

satisfactory completion and may be eligible for a salary increase upon satisfactory completion.

Promotions Generally, an employee may receive an appointment to a higher-level job position by applying for an

open position during the District’s formal recruitment and selection process.

Recruitment and Hiring Eagle Ridge Academy’s primary goal when recruiting new employees is to fill vacancies with persons who

have the best available skills, abilities, or experience needed to perform the work. Decisions regarding the

recruitment, selection, and placement of Employees are made on the basis of job-related criteria. When positions become available, qualified, current Employees are encouraged and are welcome to apply for

the position. As openings occur, notices relating general information about the position are posted. The

manager of the department with the opening will arrange interviews with Employees who apply.

Current Employees are encouraged to recruit new talent for Eagle Ridge Academy.

Attendance School Year Student contact days and staff contract days are determined by the Board of Directors and defined on the

Eagle Ridge Academy School Calendar. The exact number of duty days that staff are required to perform

services are specified on the Employee Assignment Document and may include student days, workshop days and in-service training days, meetings, and school-sponsored events, such as curriculum nights,

informational meetings, student conferences, parent conferences, meetings called by the Director, and

other similar events. Duty days for new staff may include additional days of orientation prior to the

commencement of the school year.

Hours of Work Unless the Principal gives permission in advance, teachers are to be on campus no later than 7:30 a.m.

and are not to leave campus before 3:30 p.m. unless flex time is approved by building Principal on

scheduled work days. Employees are expected to work the number of hours necessary to perform

his/her job duties and to meet the professional expectations of the job.

All staff members are expected to be on campus during their agreed upon workdays unless special

permission is given to work offsite by the Executive Director.

Substitute Teacher Procedures Each teacher is responsible for maintaining a “Substitute Teacher” binder that includes:

1. A copy of the teacher’s daily teaching schedule and all other supervision assignments.

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2. The bell schedule for Upper School. 3. Student rosters and seating charts. 4. Attendance forms along with an explanation for completing the forms. 5. Detention forms (Upper School), a copy of the school’s discipline policy or classroom policy

(Lower School). 6. A list of phone extensions that includes the phone number for the Principal. 7. Emergency lesson plans. 8. Instructional materials. 9. Copy or location of The Classroom Emergency and Safety Procedures Guide.

Unscheduled Absence

1. Notify your supervisor of absence and provide reason. 2. Contact the Substitute Scheduler before 6 a.m. A text message is preferred (a phone call after

5:30 a.m. or evening before). Inform the Substitute Scheduler of the exact hours a substitute is needed.

3. Upon return to work, complete Employee Absence Request Form (found in employee folder) and submit to supervisor for approval to receive authorization for leave pay.

Scheduled Absence

Complete an Employee Absence Request Form at least 3 days prior to request and submit to your supervisor. Your supervisor will bring the approved form to the Human Resources. Once a substitute has been scheduled, you will receive notice of leave approval.

School Closing Delayed openings, school-day cancellations and early dismissal will be announced to parents and students

on WCCO (830 AM) and Channel 4 television, the Eagle Ridge Academy website, and Facebook page. In

the event of an early dismissal, staff members are to remain at school until dismissed by the Executive

Director.

Paid and Unpaid Leave Paid Time Off (PTO) – Pilot Program Personal Leave days are subject to prior approval by the Employee’s Supervisor and can be used for

personal business or illness of the Employee or Employee’s dependents. It is required that the Employee

complete an Absence Request Form and give at least three days’ notice in order to receive authorization

for leave pay.

For academic year (9 month) staff, the Academy will generally grant a request for PTO at the time desired

by the Employee using the following guidelines:

No more than ten percent (10%) of Employees per School will be granted leave on any given work day. In unusual circumstances, the Executive Director or designee may elect to exceed the limitations on the number of Employees on leave on any given day.

Employees may not use PTO on the following blackout days: first week of the school year, last week of the school year, and parent-teacher conference days.

No more than three (3) consecutive PTO days may be granted for reasons of personal business or discretionary use.

In cases of unexpected illness or emergency, the Employee’s Supervisor should be notified as soon as

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possible and reasonable cause needs to be provided. Upon return to work, the Employee is expected to

complete the Absence Request Form in order to receive authorization for leave pay.

If an employee exhausts their annual PTO, no further pre-approved absences will be allowed. If there are

absences beyond the Employees PTO time, they will be unpaid. The unpaid day will be reflected on their

next pay period. Any employee who leaves Eagle Ridge Academy’s employment during the school year,

for any reason, immediately surrenders any unused PTO. Excessive absences may warrant discipline

against the employee.

Carryover of PTO days & Compensation for Unused PTO Days

Refer to Employment Agreement for specific information regarding carryover of PTO days and/or

Compensation for Unused PTO Days, if applicable.

Sick Leave Bank The accrued sick leave bank shall be available to Employees who have exhausted their current year PTO

and can only be used for serious health conditions or physical disability of themselves or dependent

others. Before accrued sick leave can be utilized, preapproval must be given by the Human Resources Department.

"Serious health condition" means an illness, injury, impairment, or physical or mental condition that

involves: any period of incapacity or treatment connected with inpatient care (i.e., an overnight stay) in a

hospital, hospice, or residential medical care facility; or

a period of incapacity requiring absence of more than three calendar days from work, school, or other regular daily activities that also involves continuing treatment (prescription medication) by (or under the supervision of) a health care provider; or

any period of incapacity due to pregnancy, or for prenatal care; or

any period of incapacity (or treatment therefore) due to a chronic serious health condition (e.g., asthma, diabetes, epilepsy, etc.); or

a period of incapacity that is permanent or long-term due to a condition for which treatment may not be effective (e.g., Alzheimer's, stroke, terminal diseases, etc.); or,

any absences to receive multiple treatments (including any period of recovery therefrom) by, or on referral by, a health care provider for a condition that likely would result in incapacity of more than three consecutive days if left untreated (e.g., chemotherapy, physical therapy, dialysis, etc.).

The Academy may require any Employee using the accrued sick leave bank to present a statement from a

qualified physician verifying the health condition and certifying that the employee has recovered sufficiently to return to normal duties. The Academy reserves the right to make the final determination as

to whether the Employee is entitled to receive accrued sick leave for any given absence. If the employee

is approved for a leave of absence for a serious health condition, the Employee’s accrued sick leave will

be applied at the beginning of the time of leave.

Leaves of Absences When an employee plans to take leave under any leave policy, the employee must give Eagle Ridge

Academy 30 days’ notice and fill out a Leave of Absence Request form. If it is not possible to give 30 days’ notice, the employee should give as much notice as possible. While on leave, the employee may be

required to periodically report to Administration regarding the status of their intent to return to work.

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Family and Medical Leave Employees who qualify for disability under Eagle Ridge Academy’s insurance program or are eligible for

leave under the Family and Medical Leave Act (FMLA) will be granted a Family or Medical Leave of

Absence. Employees approved for this type of Leave will be expected to use all their PTO and sick bank

time. All other time off will be unpaid and the employee should expect certain salary and benefit adjustments to account for the unpaid time.

In general, FMLA provides for up to 12 weeks of unpaid leave during a 12 month period for the following

reasons: Birth or adoption of a child or placement of a child with the employee for foster care

Care for an immediate family member such as a child, spouse, parent, or grandparent, with a serious health condition

For the employee’s own serious health condition

Care for a qualifying family member injured during active military service (special rules apply)

If qualified and approved for a Family or Medical Leave of Absence, Employees should contact Human

Resources for more information and the calculation affecting salary and benefits during that period. (Reference District Policy 410 – Family and Medical Leave Act)

Jury Duty If an employee is summoned for jury duty, notice thereof must be promptly given to the Office of Human

Resources and paid leave shall be granted for the period of jury duty required. The employee shall

reimburse the District any per diem paid to a juror by the court for jury duty service, except that the

employee shall retain any mileage and meal allowance paid by the court as well as a sum equal to parking fees paid during the term of jury duty.

Emergency/Bereavement Leave The employee may take up to the amount of paid leave stated on the Employee Assignment Document

for any emergencies or deaths in the Employee’s immediate family. “Immediate Family” is defined as a

spouse, child, parent, grandparent, brother, sister, or grandchild of the employee or the employee’s

spouse.

Workers’ Compensation Eagle Ridge Academy requires that all Employees report job-related accidents or injuries to a supervisor

immediately. A full report must be submitted to the Operations Director within 24 hours of injury using

the Incident Report available on the Z drive. Failure to report an injury, regardless of how minor, could

result in difficulty with the employee’s claim. All workers’ compensation claims will be paid directly to

Employees, and Employees are expected to return to work immediately upon release by their doctor.

Leave without Pay Any requests from academic year (9 month) staff for three or more consecutive scheduled work days off

for personal reasons will be considered a leave of absence without pay. Leave of absence without pay

may be granted taking into account the following considerations: reason for request; operating needs of

Eagle Ridge Academy; and impact on student learning. Depending on the length of the leave, leave of

absence without pay may affect an employee’s benefits and Q-Comp performance pay.

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Holidays Employees are not expected to work on the following days: New Year’s Eve Day; New Year’s Day; Good

Friday; Memorial Day; Labor Day; Thanksgiving Day; the day after Thanksgiving; Christmas Eve Day; and

Christmas Day. Benefit eligible non-exempt staff will be paid on these holidays.

Pay and Benefits All salaries and wages are reviewed and approved annually by the Board of Directors upon

recommendation by the Administration, the Finance, and Human Resources Work Groups. If salary increases are awarded, they become effective the first pay period of the date stated on the Employee

Agreement document.

Pay Periods Employees are paid on the 15th and the last day of the month. When the 15th or the last day of the

month falls on a holiday or weekend, every effort will be made to pay Employees on the day before the

holiday or weekend. Salaried Employees are paid to date. Hourly staff salaries will reflect a two-week

period prior to the pay date (l5th or last day of the month).

Direct Deposit Direct Deposit is a condition of hire. With direct deposit, the net pay is deposited into a financial

institution of the employee’s choice. Deposits may be split between up to two difference checking and/or

savings accounts. New Employees may receive a check, not direct deposit for up to their first two pay

checks. Direct deposit account changes may take up to two pay periods to establish; this will allow time

for the financial institution to verify the accuracy of the direct deposit information.

Payroll Deductions Paychecks generally have the following required deductions:

Federal and State taxes

Medicare

Social Security

Teacher Retirement (TRA) or Public Employee’s Retirement (PERA)

Wage Garnishments: Eagle Ridge Academy will adhere to legally imposed wage assignments and garnishments, and will not modify the terms of those legal arrangements unless ordered to by a court. The employee will be notified of the fact that a garnishment has been received and the effective start date.

If desired, some staff (if eligible) may have additional deductions. These may include:

Health Insurance

Dental Insurance

Optional Life and AD&D Insurance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

403b Retirement Plan

Online Payroll Information Eagle Ridge Academy does not provide the option of printed payroll slips. Employees are able to securely

view all their payroll data via web access including pay summaries, year to date pay, tax withholdings,

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payroll deductions and leave balances. The link to the Employee Payroll Information is available on the

ERA Staff Log In page on the website.

Timecards Nonexempt Employees are required to be at work on time and sign in on the Employee Attendance Roster. Employees should record the time worked in quarter hour intervals. Altering or falsifying the

employee attendance roster or recording time on another employee’s record is prohibited and subject to

disciplinary action. At the end of each pay period, Employees are to submit for approval an accurate

timecard. It is the responsibility of the employee to take all breaks according to their preset schedule.

Eagle Ridge Academy will make an effort to pay the employee in a timely manner if the timecard is

submitted late.

Overtime Nonexempt support staff may be requested or scheduled to work overtime when operating requirements

cannot be met during regular working hours. The Administration must authorize all overtime work for

Employees in advance. Working overtime without prior authorization may result in disciplinary action.

Nonexempt Employees will be paid time and one-half for all hours worked in excess of 40 hours in one

work week and as otherwise required by state and federal law. The work week is defined as 12:00 a.m. Sunday through 11:50 p.m. Saturday night. The overtime rate is only paid on the actual hours worked

beyond 40. Hours worked do not include holiday, personal time or sick time for which the employee is

paid, but did not work.

Exempt Employees are expected to work as much of each workday as is necessary to complete their job

responsibilities. No overtime or additional compensation is provided to Exempt Employees.

Benefits Eagle Ridge Academy’s Board of Directors determines both benefit eligibility for its Employees and the

contribution rate towards the premium for each available benefit plan. The Employee’s monthly premium

cost for each benefit plan they are eligible for is outlined in the Employee Benefit Summary document,

which is available in Human Resources. Eligible Employees who waive health insurance coverage receive a

certain amount in lieu of benefits.

During the annual Fall Open Enrollment period, Eagle Ridge Academy will communicate the available

benefits and premiums for the following year to the Employees. The Open Enrollment period allows

Employees to add or change their benefits coverages. Benefit plans elected during open enrollment are

effective January 1st and continue uninterrupted through the summer. No other changes are allowed to

benefits elected during Open Enrollment unless the Employee has a “qualifying event” such as certain life

status changes, i.e., marriage, birth or adoption of a child, or involuntary loss of medical coverage.

Coverage for Employees not renewing their contracts and who provide notice of their departure will

continue to receive insurance benefits through the end of August of that year. Employees who terminate

employment mid-contract and during the school year will no longer be eligible to receive benefits. New

Employees eligible to participate in benefits plans will receive benefits, if elected, on the first day of the

month after 30 days has passed, i.e., if a contract starts August 20th, coverage starts October 1st.

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Problem Resolution Eagle Ridge Academy seeks to deal openly and directly with its Employees, and believes that

communication between Employees and the administration is critical to solving problems. Eagle Ridge

Academy Employees that may have a problem with one another should attempt to resolve the problem

themselves. If a resolution cannot be agreed upon, both Employees should approach the first-line

supervisor, who will work with the Employees to determine a resolution. If a resolution cannot be agreed

upon, the Employee should present his or her problem to the Executive Director. If a resolution cannot be agreed upon, the Employee shall bring his or her concerns to the School Board Chair.

(Reference District Policy 403 – Discipline, Suspension and Dismissal of School Employee)

Discipline Eagle Ridge Academy’s policy is to attempt to deal constructively with Employee performance problems

and Employee errors. The disciplinary process will be determined by Eagle Ridge Academy in light of the

facts and circumstances of each case and within the parameters approved via policies adopted by the school’s Board of Directors. Depending upon the facts and circumstances, the discipline applied may

include, among other things, oral or written warnings, probation, suspension without pay, or immediate

discharge. Each situation will be considered in light of a variety of factors including, but not limited to, the

seriousness of the situation, the Employee’s past conduct and length of service, and the nature of the

Employee’s previous performance or incidents involving the Employee. Details of this process are

outlined further in the Corrective Action section.

Corrective Action Corrective Action will be taken against an Employee in response to a rule infraction or a violation of Eagle

Ridge Academy policies. Corrective Action will continue until the violation or infraction is corrected or the

Employee is terminated.

Corrective Action usually begins with a verbal warning, followed by a written warning that is placed in the

Employee’s personnel folder. Directives will be given to the Employee to correct the conduct or

performance and copies of all writings will be filed in the Employee’s personnel file. If more serious

corrective action is required, the Employee may be put on probation, receive suspension with pay, or

have his or her employment terminated.

Eagle Ridge Academy considers some violations as grounds for immediate dismissal, including, but not

limited to: verbal or physical abuse of students, insubordinate behavior, theft, destruction of Eagle Ridge

Academy property, dishonesty, drug or alcohol abuse, or threats of violence.

Employees charged with some infraction and subject to corrective action may appeal that corrective

action. An appeal must be submitted in writing to the Executive Director. For employees whose direct

supervisor is the Executive Director, the written appeal would be submitted to the Board of Directors.

Separation Job Abandonment Employees of Eagle Ridge Academy that are absent for more than one (1) day without notifying a direct

supervisor are considered to have voluntarily abandoned their employment with Eagle Ridge Academy.

The effective date of termination will be the last day that the Employee reported for work.

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Termination Termination may result from any of the following: (1) layoffs, which include the elimination of an

Employee’s job function or headcount reduction due to cost reduction or funding shortfall and (2)

involuntary dismissal, which may include poor performance reviews or failure to adhere to the teaching/learning philosophy of Eagle Ridge Academy or the demonstration of an unacceptable attitude

in the workplace.

Notice of Resignation Although Eagle Ridge Academy expects an individual to honor the dates of the Employee Agreement, it

understands that many circumstances arise which may necessitate resigning from employment. If an

Employee decides to resign, notification should be provided to their first line supervisor and Human Resources in writing. The notice of resignation should be dated with the date the resignation letter was

completed. It should list the last day of work, the reason for resignation, and should be signed by the

Employee.

Termination Process Eagle Ridge Academy requires that Employees return all documents, files, computer equipment, tools,

keys, and other Eagle Ridge Academy owned property on or before the last day of work.

Exit Interviews Eagle Ridge Academy encourages Employees to complete an exit interview when employment is ended.

This interview provides Employees with an opportunity to offer suggestions as to how the Academy can

improve Employee working conditions, policies and procedures, and other areas that impact

employment. The first line supervisor or Executive Director will offer an exit interview as part of the

separation process.

COBRA The Consolidated Omnibus Budget Reconciliation Act (COBRA) gives Employees and their qualified

beneficiaries the opportunity to continue health coverage under Eagle Ridge Academy health plan should

the Employee lose his or her eligibility (e.g. upon termination). Under COBRA, the Employee pays the full

cost of the coverage at Eagle Ridge Academy’s group rate. Details of COBRA coverage and how to apply

for it will be provided by Eagle Ridge Academy at the time eligibility is lost.

Employment Regulations Unlawful Harassment Eagle Ridge Academy is committed to providing a work and learning environment in which all individuals

are treated with respect and dignity. Each Employee has the right to work in an environment that is free

of any type of discrimination, including sexual harassment. No person should be required to endure harassment of any nature by supervisors, faculty members, educational support staff, independent

contractors, or vendors. Furthermore, this unlawful harassment applies to all phases of employment, and

academic status, including but not limited to recruitment, testing, hiring, upgrading, promotions or

demotions, transfers, layoffs, terminations, suspensions, expulsions, rates of pay, benefits, and selection

for training.

It is Eagle Ridge Academy’s responsibility to prohibit sexual harassment in the workplace and in

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connection with all extracurricular, athletic, and other programs sponsored by the school whether

occurring at the school or at another location. Sexual harassment is a violation of the law and will not be

tolerated. Employees who engage in sexual harassment will be subject to discipline, up to and including discharge.

Any Employee, supervisor or administrator who is aware of or should be aware of harassing conduct of

any nature by another Employee, whether or not anyone complains about such harassment, but fails to

report that conduct may be subject to discipline. Any Employee who believes that he or she has been

subjected to or has knowledge of a harassing or offensive work or learning environment or other harassment shall report the incident orally or in writing to building principal, the principal’s designee, the

building supervisor, or the Operations Director. The Operations Director will investigate the charge. If the

person against whom the claim is made is the Operations Director, then the complaint shall be filed with

the Executive Director. If the complaint involves the Executive Director, the report may be filed directly

with the Board of Directors.

Retaliation against any person for having made a good faith complaint or report of harassment, or

participating or aiding in an investigation of harassment, is strictly prohibited. Any person who believes

that he or she has been subjected to retaliation should bring the retaliatory conduct to the attention of

the Executive Director. If the Executive Director is the source of the alleged harassment, the charge shall

be reported directly to the Board Chair. Retaliation will be considered a serious act of misconduct subject

to appropriate discipline up to and including discharge.

Any Employee whose allegations are found to be both false and brought with malicious intent will be

subject to disciplinary action.

(Reference District Policy 413 – Harassment and Violence)

Safe and Drug Free Environment Weapons, illegal drugs, alcohol, and tobacco are banned from school premises. Faculty members who

are made aware of or suspect students possessing, using or intending to use a weapon, illegal drugs, alcohol, or tobacco or are under the influence or illegal drugs are to immediately escort the student to

the school office and inform the Executive Director of the existing circumstances. Faculty members are

also prohibited from possessing or using a weapon, using illegal drugs, consuming alcohol, or using

tobacco while on school premises or reporting to work or school activity under the influence. Violations

will result in suspension of duties and could be used as grounds for termination.

(Reference District Policy 417 – Chemical Use and Abuse)

Tobacco Free Environment Smoking and the use of tobacco products or tobacco related devices is prohibited in and around District

property, which extends to the area of one city block beyond all District owned or leased buildings. This

prohibition includes all off-campus events sponsored by the school district.

(Reference District Policy 419 – Tobacco Fee Environment)

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PART THREE – TEACHER EXPECTATIONS Activities and Events Teachers are expected to attend events sponsored by the Academy; specifically, one Information Meeting, ERA Graduation, Curriculum Night, and Meet the Teacher Night. Reference the official school calendar for specific dates.

In addition, teachers may be expected by their building Principal to attend additional events. Teachers

are encouraged to attend school-sponsored events.

Communication Teachers are expected to communicate school business with parents and students via phone calls, email, notations on student planners, websites or blogs, and through parent-teacher conferences. In so doing, parents are kept consistently apprised of their student’s work. Teachers are prohibited from instant messaging and text messaging students, scheduling individual meetings with students outside of the school, and providing students with personal contact information.

Parent Teacher Conferences Parent-teacher conferences are scheduled twice annually; see calendar for exact dates. Teachers are expected to be in conference or available for conference during the entire conference period. If approved PTO or other leave is used on conference days, a make-up schedule needs to be presented to the building Principal. Meal and other breaks are pre-scheduled.

Parents sign up for conference times via an online system: Paragon Virtual Conferencing System.

Teachers will be provided with log in information to check individual conference schedules. Parents are

allowed to sign up for one time slot per child. Please monitor your schedule, and contact parents who

have signed up for more than one time slot per child. Parents/Teachers may choose to have students

attend conferences; however, their attendance is not required.

Webpages Each teacher is to create and maintain a webpage accessible via www.eagleridgeacademy.org. Homework assignments are to be posted and kept current. Lower School teachers are required to post their grading expectations for each class, and the Upper School teachers are required to post syllabi.

Grading Eagle Ridge Academy operates on a semester calendar. Grades are posted at the quarter mark and the end of the semester. Parents will be notified via email when quarter Progress Reports and Semester Report Cards are

available on the Infinite Campus Parent Portal. Report cards are not mailed home. Grades must reflect the student’s academic performance; points are not added for effort of

improvement or behavior. Teachers may issue points for class participation. Students must be notified of the process used

to evaluate participation and the assigned point value. Infinite Campus gradebooks must be updated on a weekly basis by Monday at 4:00 p.m. for the

previous week.

http://www.eagleridgeacademy.org/

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Infinite Campus has the functionality to email grade reports to parents; these should be sent out to students who currently are earning D’s or F’s in your class every two weeks. Documentation is attached. (Upper School only)

Upper-School Semester Exams: All Upper School teachers are expected to administer semester exams. The semester exam will count for 20% of the semester grade.

Eagle Ridge Academy has adopted a traditional four point grading scale. The scale is used to determine

letter grades for courses, assignments and exams. It is also used to calculate each student’s cumulative

grade – point average. The cumulative grade – point average is calculated and published only on

semester grade reports.

Students will receive grades according to the following scale in grades Kindergarten, 1, 2, and 3.

Grade Mastery Level (percent)

Exceeding basic requirements (E) 90+

Meeting basic requirements (M) 70-89

Progressing toward basic requirements (P) 60-69

Not meeting basic requirements (N) <60

Students receive letter grades according to the following scale in grades 4-12.

Traditional Grading Scale

Grade Mastery Level (percent)

A 93+

A- <93-90

B+ <90-87

B <87-83

B- <83-80

C+ <80-77

C <77-73

C- <73-70

D+ <70-67

D <67-63

D- <63-60

F <60

Homework Meaningful homework assignments are an important part of the Academy’s curriculum. Generally, teachers are to assign quality homework for each school night within the following guidelines:

1. To the greatest extent possible, homework should consist of one hour of reading for humanities courses each night.

2. Kindergarten students will generally receive ten minutes of homework, first grade students will generally receive twenty minutes of homework, second grade students will generally receive thirty minutes of homework, third grade students will generally receive forty minutes of

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homework, fourth grade students will generally receive fifty minutes of homework, fifth grade students will generally receive sixty minutes of homework (Daily reading time is additional in all grades).

3. Homework, if necessary, may be assigned during long weekends but not during a vacation period. 4. Daily homework assignment is at the discretion of the teacher; homework may be assigned any

night of the week.

Teachers are encouraged to promote the homework requirement, as outlined in the Student Handbook.

Additional Student Regulations (i.e. Cheating/Uniforms) Please reference Student Handbooks for additional student regulations and requirements.

Student Planner Use All Eagle Ridge Academy students are issued student planners. Upper school students are to use the planners as a hallway pass to request permission to leave the room; teachers are to sign the planner when a student leaves the classroom.

Supervision of Students The supervision of students is the responsibility of all faculty members. The faculty is expected to take an active part in supervising all Academy students, not just the students under a particular teacher’s charge.

All students are to be supervised whenever they are on campus during the academic day, whenever they

are on campus participating in extracurricular activities, and whenever they are off campus on Academy

sponsored trips. Faculty members are responsible for knowing and upholding policies pertaining to the

supervision of students.

General supervisory duties include: Upper school, scheduled hallway monitors are expected to be outside the classroom during passing

time. Teachers are to remain in their classroom with students during instructional time unless alternate

supervision has been arranged. Regularly assigned parking lot, recess, lunch, and other supervision duties; a schedule will be posted. The school day ends at 3:00 for Lower School and 3:10 for Upper School, students not riding the bus

are to be picked up by 3:30. Students may remain after school with a teacher only by prior arrangement with the parent. If a teacher has granted permission to a student to remain after school, the teacher is responsible for

that student until that student leaves the building and must remain in the classroom with the student.

As teachers leave the building for the day, they are to close and lock their classroom door. Teachers who are running after school clubs are responsible for all students until they are picked up

by the parents.

Field Trips There is a Field Trip Planning form on the Z drive outlining the steps involved in planning a field trip. Field

forms must be approved by your school principal at least three weeks in advance.

Discipline and Detention Eagle Ridge Academy believes that discipline starts at home and is supported by the Pillars and classroom

management. Teachers are encouraged to offer students the opportunity to correct behaviors to align

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with the Pillars of Eagle Ridge Academy. If there are continued disruptions or misbehaviors, parents

should be contacted for support in correcting the student behavior. If the misbehavior continues after

parent contact from the teacher, a detention may be assigned. Detention is viewed as a time for students to reflect on behavioral choices and to make better decisions in the future.

PART FOUR – BUILDING POLICIES AND PROCEDURES Room Maintenance Maintenance needs (shelves to be put up, equipment mounted, etc.) should not be presented to maintenance staff. Instead, submit a Maintenance Request Form found under the Forms section of the ERA Staff Log In link of the school website.

Parking Staff members are to park in front of the school on the east side of the building. Student drivers will park in back of the building on the west side. Do not park in the students section without permission from the Operations Director. All staff and selected students will be issued a parking permit that must be displayed in the registered vehicle. Staff and students will be required to complete a Parking Permit Form. For staff, the forms are located under the Forms section of the ERA Staff Log In link of the school website.

Purchasing Procedures Purchasing process:

Requisition form filled out by teacher; approved by Principal

Requisition forms are located under the ERA Staff Log In link of the school website. Forms on the Z Drive

Note: Requisition form needs to include all details including vendor information, item number, and cost

Approved requisition form turned into Jeanne Sirota (coded to budget line item, i.e., texts, supplies, professional development)

Purchase order created; signed by Executive Director

Vendor contacted by Jeanne Sirota

PO/packing slip/invoice – matched prior to payment by the person who made the order and returned to Jeanne Sirota

Credit card purchase:

Credit card request form filled out by teacher; approved by Principal

Approved form turned into Jeanne Sirota (coded to budget line item)

Vendor contacted and item ordered

Packing slips matched by the person who made the order and returned to Jeanne Sirota

Packing slip matched to VISA card statement Reimbursement process:

Prior approval form filled out by teacher; approved by Principal

Teacher purchases items

Reimbursement form with receipts approved by Principal

Reimbursement form with receipts turned into Jeanne Sirota

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Cash Collection Cash collected during the school day must be submitted to the District Business Office by close of the

same business day to be secured in the school safe. Staff will accept full responsibility of any cash

collected and not submitted.

Cell Phone and Electronic Devices: Use of cell phone and other electronic devices during instructional or supervisory time is prohibited.

Voice Mail and Electronic Mail All electronic and telephone communication systems and all communications and information

transmitted by, received from, or stored in these systems are the property of Eagle Ridge Academy and as

such are intended for teaching or other job-related purposes. Personal use should be kept to a minimum.

Voice mail should be set up on the first day of school and checked at least once every school day. Email is

Eagle Ridge Academy’s primary source of communication to all staff members during the summer. All staff members are expected to check their email during each work day and at least weekly during the

summer and breaks to stay current.

Use of Eagle Ridge Academy Property Eagle Ridge Academy photocopiers, laminators, binding machines, printers, or other like items may not

be used for personal business without first receiving authorization from the Executive Director. Individual

staff members assigned business supplies and equipment are responsible for their proper use, loss, or damage.

Personal Property Eagle Ridge Academy cannot assume responsibility for any personal property located on its premises.

Employees are to use their own discretion when choosing to bring personal property into the school and

do so at their own risk. Additionally, Employees may not bring or display in the school any property that

may be viewed as inappropriate or offensive to others. No microwave ovens, refrigerators, toasters, or other electrical appliances are allowed in classrooms without annual approval from the Executive

Director.

Personal Safety The safety of each Employee’s health and security is very important to Eagle Ridge Academy. Eagle Ridge

Academy will make reasonable efforts to address an Employee’s safety concerns. Employees should

remember to use caution and good judgment in all activities and should notify the Operations Director if

they believe there is a safety issue that should be addressed.

Postage, Shipping and Office Supplies Postage, shipping, and office supplies paid for by Eagle Ridge Academy are for business purposes and are

not to be used for an Employee’s personal purposes.

Laptops Two laptop carts are available for check out via the Outlook Calendar. Laptops are not available for individual use by students. When you return the cart, please make sure all laptops are plugged in, and that the cart is plugged in. This will ensure that the laptops are all charged for the next class. Do not hand a laptop to a student for individual use. A teacher may have reserved the laptop cart, and if a few

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students have some of the laptops, that teacher may not have the full set of functional laptops needed to complete the planned lesson. The laptop carts are kept in the server room and will need to be unlocked by a member of the operations staff.

iPads The iPad cart is available for check out via the Outlook Calendar. When you return the cart, please make sure all iPads are plugged in, and that the cart is plugged in. This will ensure that the iPads are all charged

for the next class. The iPad cart is kept in the lower school office.

Repeated instances of the above carts being retuned without all devices plugged in or with any missing

devices may result in the staff member’s privilege of using the carts be revoked.

Computer Drives Each staff member is assigned their own drive on which to store documents. It is a private drive, only accessible by the staff person. Public documents and forms are stored on the Z drive. Network drives are

backed up on a regular basis; however, the C drive on individual computers is not. Do not store important

files on the C drive, as they will not be recovered in the event of a computer failure.

Technology maintenance needs For technology maintenance needs, do not contact the tech support people directly. Instead, submit a CaDan Service Request Form found under the Forms section of the ERA Staff Log In link of the school website. CaDan Assist will contact the proper technology support personnel.

Reserving TV, laptops, iPads, projectors, cameras and viewing the school wide calendar These are located in the Public Folders in Outlook:

PART FIVE – TECHNOLOGY Technology Acceptable Use Policy Purpose of Use Through technology, Eagle Ridge Academy provides access for students and staff to resources from around the world. Expanding technologies take students and staff beyond the confines of the classroom

and provides tremendous opportunities for enhancing, extending and rethinking the learning process.

This new capability, however, requires guidance for students and staff use.

The Opportunities and Risks of Technology Use Eagle Ridge Academy believes that the value of information and the opportunity for interaction that

technology offers outweighs the hazards of its misuse. Making network access available, however, carries with it the potential that some network users will encounter sources that could be considered

controversial or inappropriate. Because information on networks is ever-changing and diverse, Eagle

Ridge Academy cannot completely predict or control what users may or may not locate when on-line.

Technology provides a conduit to information: the users must be wary of the sources and content and be

responsible in choosing information to be accessed.

No technology is guaranteed to be error free or totally dependable, nor is it safe when used irresponsibly.

Among other matters, Eagle Ridge Academy is not liable or responsible for:

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1. any information that may be lost, damaged, or unavailable due to technical or other difficulties;

2. the accuracy or suitability of any information that is retrieved through technology;

3. breaches of confidentiality;

4. defamatory material; or

5. the consequences that may come from failure to follow Eagle Ridge Academy policy and procedures

governing the use of technology.

Privileges of User Users may access technology only for educational purposes. Exercising this privilege requires that users

accept the responsibility for all material viewed, downloaded, and/or produced. Users will need to

evaluate the validity of materials accessed through technology and cite their resources when appropriate.

The actions of users accessing networks through Eagle Ridge Academy reflect on the school. Users must

conduct themselves accordingly by exercising good judgment and complying with this policy any

accompanying administrative regulations and guidelines.

Definition of Acceptable Use Users will:

adhere to the rules of copyright and assume that any software that they did not create is

copyrighted (unless it is labeled ‘freeware’ or ‘public domain’);

adhere to the licensing agreements governing the use of shareware: note that e-mail is not

guaranteed to be private;

be responsible at all times for the proper use of their access privileges and for complying with all

required system security identification codes, including not sharing such codes;

maintain the integrity of technological resources from potentially damaging messages, physical

abuse, or computer viruses;

respect the right of others to use equipment and, therefore, use it only for school-related

activities;

treat all computers, printers, cameras, and other electronic hardware and software with great

care; and

abide by the policies and procedures of networks and systems linked by technology; and protect

the privacy of other users and the integrity of the system by avoiding misuse of others’ files,

equipment and programs.

Users will not:

use offensive, obscene, inflammatory or defamatory language;

harass other users;

misrepresent themselves or others;

violate the rights of others, including their privacy;

access, download and/or create obscene or inappropriate material;

use the network for personal business or financial gain;

vandalize data, programs and/or networks;

degrade or disrupt systems and/or equipment;

damage technology hardware and/or software;

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spread computer viruses;

gain unauthorized access to resources or entities;

violate copyright laws;

damage computers, printers, cameras, or other hardware;

use technology for illegal activities; and,

reveal their name, personal address or phone number, or those of other users without parental

permission.

(Reference District Policy 524 – Internet Acceptable Use and Safety Policy)

Right to Monitor Eagle Ridge Academy, as the provider of the technology, email, and Internet access, has the right to

monitor any and all use of its system. Any individual right of privacy is superseded by the school’s need to

maintain its system.

Penalties for Improper Use If users of the technology do not follow the rules of Acceptable Use, their privileges may be taken away or

be subject to disciplinary action up to and including termination.

Social Media Eagle Ridge Academy recognizes the value of teacher inquiry, investigation, and innovation using new

technology tools to enhance the learning experience. The Academy also recognizes its obligation to teach and ensure responsible and safe use of these technologies.

This section addresses Employees' use of publicly available social media networks including: personal

websites, web logs (bios), wikis, social networks, online forums, virtual worlds and any other social media.

The Academy takes no position on Employees' decision to participate in the use of social media networks

for personal use on personal time. Employees must avoid posting any information or engaging in communications that violate state or federal laws or school policies.

Eagle Ridge Academy recognizes the importance of online social media networks as a communication

tool. The Academy provides password-protected social media tools. However, public social media

networks, outside of those sponsored by the Academy, may not be used for classroom instruction or

school-sponsored activities without the prior authorization of the school administration and parental consent for student participation on social networks. The Academy may use these tools and other

communication technologies in fulfilling its responsibility for effectively communicating with the general

public.

The line between professional and personal relationships is blurred within a social media context. When

Employees choose to join or engage with students, families or fellow Employees in a social media context that exists outside those approved by the school, they are advised to maintain their professionalism as

Eagle Ridge Academy Employees and have responsibility for addressing inappropriate behavior or activity

on these networks, including requirements for mandated reporting.

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All Other Policies and Regulations Additional policies may be approved or amended by the Board of Directors and are applicable to all

Employees of the Academy.

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Acknowledgement I, ______________________________ (print name), an employee of Eagle Ridge Academy,

acknowledge that I have read the Employee Handbook, understand its contents and agree to

abide by the policies and procedures set forth therein.

Signature: ____________________________________________

Date: ___________________

Note: Any procedures outlined in this handbook shall not supersede any state and federal laws.

Board Member Agreement A member of the Eagle Ridge Academy Board of Directors shall have a firm belief in the fundamental, traditional, classical education mission of the Academy and shall be fully committed to the charter school model. The purpose of the Board is to set the general direction and policy of the Academy, not to manage it on a daily basis. Directors shall govern in a manner that ensures adherence to the Eagle Ridge Academy Mission and Vision statements. Furthermore, Directors shall foster positive relationships with the Academy’s personnel and community, and with the community at large; oversee the financial stability of the Academy; and deal with school-related issues as prescribed in the Academy’s Bylaws. By signature below, each Director agrees to uphold the terms of this Board Handbook and to abide by the principles outlined herein. As a Director, I agree to do everything in my power to work as a productive member of the Board of Directors. If, for any reason, I find myself unable to fulfill the above commitment to the best of my abilities, I agree to resign my position as a member of the Eagle Ridge Academy Board of Directors.

_____________________________________ ___________________________ Board Member Date

Eagle Ridge Academy Board of Directors Conflict of Interest Policy

January 14, 2014

I. Serving as a Board Member – Minn. Stat. § 124D.10, subd. 4a(a)

A. An individual is prohibited from serving as a member of the Board of Directors if the individual, an immediate family member, or the individual’s partner

1. is a full or part owner or principal 2. with a for-profit or nonprofit entity or independent contractor 3. with whom Eagle Ridge Academy contracts, directly or indirectly, 4. for professional services, goods, or facilities.

B. An individual is also prohibited from serving as a member of the Board of

Directors if an immediate family member is an employee of the school.

C. A violation of this prohibition renders a contract voidable at the option of the commissioner of education or the Board of Directors.

D. A member of the Board of Directors who violates this prohibition is

individually liable to Eagle Ridge Academy for any damage caused by the violation.

II. Participating in a Contract – Minn. Stat. §124D.10, subd. 4a(b)

A. No member of the Board of Directors, employee, officer, or agent of Eagle

Ridge Academy, including members of any Board Working Group, Committee, or Task Force, or any other person authorized to act on behalf of Eagle Ridge Academy, shall participate in selecting, awarding, or administering a contract if a conflict of interest exists.

B. A conflict of interest exists when:

1. the Board member, employee, officer, or agent; 2. the immediate family member of the Board member, employee, officer, or

agent; 3. the partner of the Board member, employee, officer, or agent; or 4. an organization that employs, or is about to employ any individual in

clauses (1.) to (3.) (section II. B.),

has a financial or other interest in the entity with which Eagle Ridge Academy is contracting.

C. A violation of this prohibition renders the contract void.

III. Contract or Transaction – Minn. Stat. § 317A.255

A. Unless the conditions in paragraph B (section III.) are met, the following individuals and organizations may not enter into a contract or transaction with Eagle Ridge Academy:

1. a member of the Board of Directors or a member of the Board of Director’s family;

2. a director of a related organization, or a member of the family of a director of a related organization; or

3. any organization in which (or of which) a member of Eagle Ridge Academy’s Board of Directors, or a member of the Board of Director’s family, is a director, officer, or legal representative, or has a material financial interest.

B. If no other conflict of interest exists (see paragraphs I, II, IV, and V) and if the

following conditions in paragraphs 1, 2, or 3 (section III. B.) are met, the contract or transaction described in paragraph A (section III.) may still occur:

1. the contract or transaction was fair and reasonable as to Eagle Ridge

Academy when it was authorized, approved, or ratified. 2. the material facts as to the contract or transaction and as to the director’s

interest are fully disclosed or known to the Board of Directors; a. the Board approves, authorizes, or ratifies the contract or transaction

in good faith; b. the approval, authorization, or ratification is by a majority of

directors (not including any interested director); and c. the action takes place at a meeting where a quorum is present (not

including any interested director). If, as a result, the number of remaining directors is not sufficient to reach a quorum, a quorum for purposes of considering the contract or transaction is the number of remaining directors.

3. the contract or transaction is a merger or consolidation.

C. Involvement in Action: An interested director may be present for discussion to answer questions, but may not advocate for the action to be taken. The minutes of all actions taken on such matters shall clearly reflect that these requirements have been met.

IV. Direct Interest – Common Law

A. A member of the Board of Directors may not participate in proceedings in a

decision-making capacity when he or she has a direct personal interest in the outcome of those proceedings.

B. The following factors will be analyzed to determine whether the director’s

direct interest in the outcome of the proceedings disqualifies him or her from participating:

1. the nature of the decision being made; 2. the nature of the pecuniary interest; 3. the number of officials making the decision who are interested; 4. the need, if any, to have interested persons make the decision; and 5. the other means available, if any, such as the opportunity for review, that

serve to insure that officials will not act arbitrarily to further their selfish interests.

V. Non-Financial Conflicts of Interest:

No member of the Board of Directors shall vote in any matter pertaining directly and specifically to him- or herself or to members of his or her immediate family. However, it shall not be considered a conflict of interest (a) for any director of the Board to vote for him- or herself to become a member of any Working Group, Committee, or Task Force or (b) for any member of the Board of Directors or of any Board Working Group, Committee, or Task Force to vote for him- or herself to become an officer of such group.

VI. Exceptions – Minn. Stat. §§ 124D.10, subd. 4a(e); 317A.255, subd. 2(1)

A. Teachers of Eagle Ridge Academy who are serving as Board members are not deemed to have a conflict of interest because they are paid compensation as a teacher. Thus, teachers of Eagle Ridge Academy may serve as members of the Board of Directors.

B. Teachers of Eagle Ridge Academy who are serving as Board members are not

deemed to have a conflict of interest when addressing any contract or transaction regarding compensation for any Eagle Ridge Academy employees, including themselves. (State law exempts the situation of directors establishing compensation for themselves or other directors, and allows teachers to comprise a majority of the school board. Therefore teachers, as board members, are permitted to vote on budgets and other financial matters that affect them. However, teachers of Eagle Ridge Academy shall not vote on their own, individual salaries.)

VII. Consequences:

Should a conflict of interest occur the Board may choose to apply consequences as deemed appropriate, in addition to those provided by law.

VIII. Copy of Policy:

All members of the Board of Directors of Eagle Ridge Academy shall be provided with a copy of this policy and be required to complete and sign an acknowledgment and disclosure form pertaining to any potential or actual conflicts of interest, at least on an annual basis, as well as at any time a potential or actual conflict of interest may arise.

EAGLE RIDGE ACADEMY BOARD OF DIRECTORS

CONFLICT OF INTEREST POLICY

ACKNOWLEDGMENT AND DISCLOSURE FORM I have read the Eagle Ridge Academy Board of Directors Conflict of Interest Policy set forth above and agree to comply fully with its terms and conditions at all times during my service as a Board member. If at any time following the submission of this form I become aware of any actual or potential conflict(s) of interest, or if the information provided below becomes inaccurate or incomplete, I will promptly notify the Board Chair or Vice Chair and the Executive Director in writing. Disclosure of Actual or Potential Conflict(s) of Interest: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Board Member Signature: ________________________________________________________ Board Member Printed Name: _____________________________________________________

Date: _________________________________________________________________________

mission statement - eagle ridge academy...2015/07/28 · missy madigan board of directors meeting...

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