Sage Oak Charter Schools

Regular Meeting of the Board of Directors

Published on June 5, 2026 at 4:21 PM PDT

Date and Time

Thursday June 11, 2026 at 11:30 AM PDT

Location

Sage Oak Charter Schools

1473 Ford Street, Suite #105

Redlands, CA 92373

 

Regus- Gateway Chula Vista

333 H Street, Suite 5000

Chula Vista, CA 91910
 

Link to Join Zoom Meeting

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MISSION STATEMENT

Educating students through a personalized and collaborative learning approach, empowering them to lead purposeful and productive lives.

 

THE ORDER OF BUSINESS MAY BE CHANGED WITHOUT NOTICE

Notice is hereby given that the order of consideration of matters on this agenda may be changed without prior notice.
 

REASONABLE LIMITATIONS MAY BE PLACED ON PUBLIC TESTIMONY

The Governing Board’s presiding officer reserves the right to impose reasonable time limits on public testimony to ensure that the agenda is completed.

 

REASONABLE ACCOMMODATION WILL BE PROVIDED FOR ANY INDIVIDUAL WITH A DISABILITY

Pursuant to the Rehabilitation Act of 1973 and the Americans with Disabilities Act of 1990, any individual with a disability who requires reasonable accommodation to attend or participate in this meeting of the Governing Board may request assistance by contacting Sage Oak Charter Schools.

Agenda

Section Number Topic Number Details Purpose Presenter Time
I. Opening Items 11:30 AM
  A. Call the Meeting to Order Board President 1 m
  B. Record Attendance Board President 1 m
   

Roll Call:

William Hall, President

Michael Humphrey, Vice President

Steve Fraire, Clerk

Susan Houle, Member

Peter Matz, Member

 
II. Pledge of Allegiance 11:32 AM
  A. Led by Board President or designee Board President 1 m
III. Approve Agenda 11:33 AM
  A. (Action) Approval of Agenda for June 11, 2026 Regular Meeting of the Board of Directors Vote Board President 1 m
   

It is recommended the Board approve the agenda for the June 11, 2026, Regular Meeting of the Board of Directors as presented for Sage Oak Charter School (#1885), Sage Oak Charter School - Keppel (#1886), and Sage Oak Charter School - South (#2051).

 

Roll Call Vote:

William Hall

Michael Humphrey

Steve Fraire

Susan Houle

Peter Matz

Moved by ______ Seconded by ______ Ayes _____ Nays _____ Absent __

 
IV. Approve Minutes 11:34 AM
  A. (Action) Approval of Minutes for May 14, 2026 Regular Meeting of the Board of Directors Approve Minutes Board President 1 m
   

It is recommended the Board approve the minutes from the May 14, 2026, Regular Meeting of the Board of Directors, as presented, for Sage Oak Charter School (#1885), Sage Oak Charter School - Keppel (#1886), and Sage Oak Charter School - South (#2051).

 

Roll Call Vote:

William Hall

Michael Humphrey

Steve Fraire

Susan Houle

Peter Matz

Moved by ______ Seconded by ______ Ayes _____ Nays _____ Absent _____

 
    Minutes for Regular Meeting of the Board of Directors on May 14, 2026  
V. Public Comment - Closed Session
 

The public has a right to comment on any items of the Closed Session agenda. Members of the public will be permitted to comment on any other item within the Board's jurisdiction under the section Public Comments/Recognition/Reports.

 
VI. Adjourn to Closed Session 11:35 AM
  A. The Board Will Consider and May Act on Any of the Closed Session Matters Vote Board President 1 m
   

Roll Call Vote:

William Hall

Michael Humphrey

Steve Fraire

Susan Houle

Peter Matz

Moved by ______ Seconded by ______ Ayes _____ Nays _____ Absent _____

 
VII. Closed Session 11:36 AM
  A. Closed Session Agenda 12 m
   

1. CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION

     (Gov. Code Section 54956.9(d)(1).) 

      OAH Case No. 2026040123

 

2. CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION

     (Gov. Code Section 54956.9(d)(1).) 

     OAH Case No. 2026030514

 
VIII. Reconvene Regular Meeting 11:48 AM
  A. Report Out Any Action Taken in Closed Session Board President 1 m
IX. Public Comments/Recognition/Reports
 

Please submit a Request to Speak to the Board of Directors using the chat feature on the right-hand side of the Zoom platform. Please state the agenda item number that you wish to address prior to the agenda item being called by the Board President. Not more than three (3) minutes are to be allotted to any one (1) speaker, and no more than twenty (20) minutes on the same subject. This portion of the agenda is for comments, recognitions, and reports to the Board and is not intended to be a question-and-answer period. If you have questions for the Board, please provide the Board President with a written statement, and an administrator will provide answers at a later date.

 
X. Correspondence/Proposals/Reports 11:49 AM
  A. Sage Oak Highlights Krista Woodgrift 14 m
   

2025-26 School Year in Review

 
     
  B. Sage Oak Charter Schools Leadership Honoree Krista Woodgrift 5 m
   

Larry King, Senior Director of Outreach & Development

 
XI. Consent Agenda 12:08 PM
 

Items listed under the Consent Agenda are considered routine and will be approved by a single motion. There will be no separate discussion of these items; however, any item may be removed from the Consent Agenda upon the request of any member of the Board, discussed, and acted upon separately.  


The items below form our Consent Agenda. The last item in this section is a single vote to approve them en masse.

 
  A. Consent - Business Services 1 m
   
  1. Check Register - May 2026
  2. Report of Investment Activity - April 2026
  3. Ratification of Newfront Property & Casualty Insurance Policy Renewals
  4. Approval of Community Provider (CP) and Education Material Resource Provider (EMRP) Agreement Revisions
  5. Approval of General Terms and Conditions of the Purchase Order Revisions
  6. Ratification of School Services of California, Inc. Agreement for Special Services (Renewal)
  7. Ratification of Opichi LLC Sage Central Platform Enhancements Proposal
  8. Ratification of Opichi LLC Student Lifecycle Management System Phase 2 Proposal
  9. Ratification of Opichi LLC Special Education Assessment Management System Proposal
  10. Ratification of Opichi LLC IT Help Desk Proposal
  11. Ratification of Javier Mancera Agreement
 
     
  B. Consent - Education Services 1 m
   
  1. Approval of 2026-27 Sage Oak Charter Schools Title I School-Parent/Guardian Compact
  2. Ratification of Riverside Convention Center Revised Contract Addendum
  3. Ratification of Courtyard by Marriott Event Sales Agreement Contracts
  4. Ratification of Carter's Balloons LLC Decoration Agreements
  5. Ratification of RPh on the Go, LLC d/b/a Spindle Addendum (Isidro Herrera)
  6. Ratification of RPh on the Go, LLC d/b/a Spindle Addendum (Tina Walker)
  7. Ratification of Springhill Suites Corona Riverside Banquet Event Order
  8. Ratification of Element Ontario Airport Banquet Event Order
  9. Ratification of KID FUNdementals Therapy Center Agreement
  10. Ratification of Renaissance Quote #358047v2
  11. Ratification of Mission San Juan Capistrano Tours/Protocols Waiver
  12. Ratification of Segerstrom Center for the Arts Group Sales Order Agreement
 
     
  C. Consent - Human Resources 1 m
   
  1. Approval of Certificated Personnel Report
  2. Approval of Classified Personnel Report
  3. Approval of Job Descriptions
 
     
  D. Consent - Operations & Accountability 1 m
   
  1. Ratification of Springhill Suites by Marriott Temecula Valley Letter of Agreement
  2. Ratification of Dos Lagos Golf Course Agreement
 
     
  E. Consent - Policy Development 1 m
   

1. Approval of Changes to Existing Board Policies Revised/Reviewed/Rescinded 

 

3000 Series- Business/Non-Instructional

3010-SO Fiscal Control Policy and Procedures

3015-SO Investment Policy

3100-SO Community Provider Code of Conduct Policy

3130-SO Document Retention Policy

 

4000 Series- Personnel Services

4015-SO Equal Employment Opportunity Policy

4020-SO Background Check Policy

4035-SO Mandated Reporter- Child Abuse and Neglect Reporting Policy

4045-SO Professional Boundaries Policy

4060-SO Prohibiting Unlawful Harassment, Discrimination, and Retaliation Policy

4070-SO Lactation Accommodation Policy

4145-SO Professional Development Reimbursement Policy

4145E-SO Professional Development Reimbursement Policy Exhibit (Rescind)

 

5000 Series- Student Services

5010-SO Educational Records and Student Information Policy

5110-SO Cell Phones, Smartphones, Pagers, & Other Electronic Signaling Devices Policy

 

6000 Series- Instruction

6010-SO Independent Study Policy

6015-SO Comprehensive Sexual Health Education Policy

6035-SO Mathematics Placement Policy

6040-SO Assessment Policy

6060-SO Special Education Assessment Request Policy

6070-SO Independent Educational Evaluation Policy

6075-SO Special Education Certificate of Completion

6115-SO Attendance, Support, and Involuntary Disenrollment Policy

6125-SO Report Card Policy

6210-SO Graduation Policy

 
     
  F. (Action) Approval of Consent Agenda Vote Board President 1 m
   

It is recommended the Board approve the Consent Agenda as presented for Sage Oak Charter School (#1885), Sage Oak Charter School - Keppel (#1886), and Sage Oak Charter School - South (#2051). 

 

Roll Call Vote:

William Hall

Michael Humphrey

Steve Fraire

Susan Houle

Peter Matz

Moved by ______ Seconded by ______ Ayes _____ Nays _____ Absent _____

 
XII. Business Services 12:14 PM
  A. (Action) Approval of Proposition 28 Arts and Music in Schools Funding, 2025-26 Annual Reports & Certifications for Sage Oak Charter Schools Vote Tim O'Brien 1 m
   

It is recommended the Board approve the Proposition 28 Arts and Music in Schools Funding, 2025-26 Annual Reports and Certifications as presented for Sage Oak Charter School (#1885), Sage Oak Charter School - Keppel (#1886), and Sage Oak Charter School - South (#2051). 

 

Fiscal Impact: None

 

Roll Call Vote:

William Hall

Michael Humphrey

Steve Fraire

Susan Houle

Peter Matz

Moved by ______ Seconded by ______ Ayes _____ Nays _____ Absent _____

 
     
     
     
     
     
     
  B. (Action) Approval of 2026–27 Consolidated Application and Reporting System (CARS) Vote Tim O'Brien 1 m
   

It is recommended the Board approve the 2026-27 data collections for submission to the Consolidated Application and Reporting System (CARS) as presented ​for Sage Oak Charter School (#1885), Sage Oak Charter School - Keppel (#1886), and Sage Oak Charter School - South (#2051). 

 

Roll Call Vote:

William Hall

Michael Humphrey

Steve Fraire

Susan Houle

Peter Matz

Moved by ______ Seconded by ______ Ayes _____ Nays _____ Absent _____

 
     
     
     
XIII. Education Services 12:16 PM
  A. (Action) Approval of IXL Learning Quote Renewal Vote Erin Bunch 1 m
   

It is recommended the Board approve the renewal of the IXL Learning quote through June 30, 2028, to provide students with access to English language arts, math, science, and social studies curriculum for Sage Oak Charter School (#1885), Sage Oak Charter School – Keppel (#1886), and Sage Oak Charter School – South (#2051).

 

Fiscal Impact: $76,925

Sage Oak Charter School (#1885)                 $60,479

Sage Oak Charter School - Keppel (#1886)  $7,077

Sage Oak Charter School - South (#2051)    $9,369

 

 

Roll Call Vote:

William Hall

Michael Humphrey

Steve Fraire

Susan Houle

Peter Matz

Moved by ______ Seconded by ______ Ayes _____ Nays _____ Absent _____

 
     
XIV. Human Resources 12:17 PM
  A. (Action) Approval of Revised 2026-27 Salary Schedules Vote Tamar Kataroyan 3 m
   

It is recommended the Board approve the revised 2026–27 salary schedules, which reflect a total COLA increase of 4.3%, effective July 1, 2026, as presented for Sage Oak Charter School (#1885), Sage Oak Charter School – Keppel (#1886), and Sage Oak Charter School – South (#2051).

 

This amount incorporates the 2.5% COLA previously approved by the Board in March 2026 and the additional COLA funding included in the State's May Revision. The salary schedules also include updates to the teacher class-size overage compensation structure, which will transition to a fixed amount based on grade-level bands beginning in 2026-27.

 

Roll Call Vote:

William Hall

Michael Humphrey

Steve Fraire

Susan Houle

Peter Matz

Moved by ______ Seconded by ______ Ayes _____ Nays _____ Absent _____

 
     
     
     
     
     
  B. (Action) Approval of Spark Hire Order Form Renewal Vote Tamar Kataroyan 1 m
   

It is recommended the Board approve the renewal of the Spark Hire agreement through July 8, 2029, to provide one-way virtual interview services in support of recruitment efforts at Sage Oak Charter School (#1885), Sage Oak Charter School – Keppel (#1886), and Sage Oak Charter School – South (#2051).

 

Fiscal Impact: $14,514

Sage Oak Charter School (#1885)                 $11,411

Sage Oak Charter School - Keppel (#1886)  $1,335

Sage Oak Charter School - South (#2051)    $1,768

 

 

Roll Call Vote:

William Hall

Michael Humphrey

Steve Fraire

Susan Houle

Peter Matz

Moved by ______ Seconded by ______ Ayes _____ Nays _____ Absent _____

 
     
XV. Operations & Accountability 12:21 PM
  A. (Action) Approval of 2026-27 Sage Oak Charter Schools English Learner Master Plan Vote Jodi Cope 4 m
   

It is recommended the Board approve the 2026-27 English Learner (EL) Master Plan as presented for Sage Oak Charter School (#1885), Sage Oak Charter School - Keppel (#1886), and Sage Oak Charter School - South (#2051). 

 

Roll Call Vote:

William Hall

Michael Humphrey

Steve Fraire

Susan Houle

Peter Matz

Moved by ______ Seconded by ______ Ayes _____ Nays _____ Absent _____

 
     
     
     
     
XVI. Policy Development 12:25 PM
  A. (Action) Approval of New 4155-SO Employee Recognition and Awards Policy Vote Tamar Kataroyan 2 m
   

It is recommended the Board approve the new 4155-SO Employee Recognition and Awards Policy as presented for Sage Oak Charter School (#1885), Sage Oak Charter School - Keppel (#1886), and Sage Oak Charter School - South (#2051).
 

Roll Call Vote:

William Hall

Michael Humphrey

Steve Fraire

Susan Houle

Peter Matz

Moved by ______ Seconded by ______ Ayes _____ Nays _____ Absent _____

 
     
XVII. Public Hearing 12:27 PM
  A. (Hearing) 2026-27 Local Control and Accountability Plans (LCAP) Discuss Jodi Cope 12 m
   

Education Code Section 47606.5 states that a charter school's Governing Board shall hold a public hearing as part of the process to adopt Local Control and Accountability Plans (LCAPs). This public hearing is for the 2026-27 LCAPs, Federal Addendums, and LCFF Budget Overview for Parents for Sage Oak Charter School (#1885), Sage Oak Charter School - Keppel (#1886), and Sage Oak Charter School - South (#2051). 

 

  1. 2026-27 Local Control and Accountability Plan_Sage Oak Charter School (#1885
  2. 2026-27 Local Control and Accountability Plan_Sage Oak Charter School - Keppel (#1886
  3. 2026-27 Local Control and Accountability Plan_Sage Oak Charter School - South (#2051
  4. 2026-27 LCFF Budget Overview for Parents_Sage Oak Charter School (#1885)
  5. 2026-27 LCFF Budget Overview for Parents_Sage Oak Charter School - Keppel (#1885)
  6. 2026-27 LCFF Budget Overview for Parents_Sage Oak Charter School - South (#2051)

 

Hearing Open: ________________  

 

Hearing Closed: ________________

 

The proposed 2026-27 Local Control Accountability Plans (LCAP) for Sage Oak Charter Schools are available for review on the Sage Oak Charter Schools website. The 2026-27 Local Control Accountability Plans (LCAP) vote for adoption will occur at the Regular Board of Directors Meeting on June 18, 2026.

 
     
     
     
     
     
     
     
  B. (Hearing) 2026-27 Proposed July Budget - Sage Oak Charter Schools Discuss Tim O'Brien 12 m
   

It is recommended the Sage Oak Charter School's Governing Board hold a public hearing as part of the process to adopt the 2026-27 Proposed July Budget for Sage Oak Charter School (#1885), Sage Oak Charter School - Keppel (#1886), and Sage Oak Charter School - South (#2051).

 

  1. 2026-27 Proposed July Budget - Sage Oak Charter Schools
  2. 2026-27 LCFF Budget Overview for Parents_Sage Oak Charter School (#1885)
  3. 2026-27 LCFF Budget Overview for Parents_Sage Oak Charter School - Keppel (#1885)
  4. 2026-27 LCFF Budget Overview for Parents_Sage Oak Charter School - South (#2051)
  5. Education Protection Account (EPA) - Sage Oak Charter School (#1885)
  6. Education Protection Account (EPA) - Sage Oak Charter School - Keppel (#1886)
  7. Education Protection Account (EPA) - Sage Oak Charter School - South (#2051) 

 

Hearing Open: ________________  

 

Hearing Closed: ________________

 

The 2026-27 Proposed July Budget is available for review on the Sage Oak Charter Schools website. The 2026-27 Proposed July Budget vote for adoption will occur at the Regular Board of Directors meeting on June 18, 2026.

 
     
     
     
     
     
     
     
     
XVIII. Calendar
 

The next scheduled meeting will be a Regular Board of Directors Meeting held on June 18, 2026.

 
XIX. Comments 12:51 PM
  A. Board Comments 3 m
  B. Superintendent Comments 2 m
XX. Closing Items 12:56 PM
  A. Adjourn Meeting Vote Board President 1 m
   

Roll Call Vote:

William Hall

Michael Humphrey

Steve Fraire

Susan Houle

Peter Matz

Moved by ______ Seconded by ______ Ayes _____ Nays _____ Absent _____