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Experience and expertise to develop and support successful schools
Experience and expertise to develop and support successful schools
Experience and expertise to develop and support successful schools
Experience and expertise to develop and support successful schools
Experience and expertise to develop and support successful schools
Experience and expertise to develop and support successful schools
Experience and expertise to develop and support successful schools
Experience and expertise to develop and support successful schools
Experience and expertise to develop and support successful schools
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Company Overview

Alliance Education Services

Alliance Education Services (AES) provides a wide range of services to build and support successful charter school programs by integrating over 40 years of combined experience in the charter school sector. 

Our compelling belief: A successful charter school is anchored in strong leadership, financial efficacy, instructional pedagogy, and positive community relations that results in superior educational outcomes for its students. AES can support charter schools in each unique phase of operations including:

  • Incubation and approval
  • Development and opening
  • Growth and expansion
  • Credit ratings and accreditation
  • Amendments
  • Renewals 
  • Replications

What makes us different?

Alliance Education Services is a 501c3 conferred Non Profit Charter Support Organization (CSO). AES is purposefully designed to operate with all of the advantages of a large Education Service Provider or Charter Management Organization (ESP/EMO/CMO), with none of its potential drawbacks and instead adds all of the advantages of a 501c3 Not-for Profit.

Our experience and expertise as site-based leaders who are also operators and developers allow us to contribute value nationally in any charter school environment by providing the exact amount of support needed to ensure the school’s long term success by:

  • Reaching enrollment targets
  • Structuring balanced budgets with debt service
  • Managing operational activity
  • And serving as credit enhancement on financings

Priority services that protect the investor

  • Pre-financing due diligence
  • Budget development
  • Post financing reporting, compliance and continuing disclosures
  • Interfacing with the charter authorizer
  • Facility acquisitions and development
  • Organizational leadership
  • Strategic Planning
  • Grant writing and compliance
  • Troubleshooting and recovery plans
  • Board reorganization and training
  • Curriculum and academic consulting

Charter school planning and start-up services

  • Attending local and state training sessions as required by the authorizer
  • Recruiting and onboarding staff (administration and support team)
  • Launching marketing campaigns and student recruitment to reach enrollment target
  • Facilities procurement, renovation, design, financing, construction and management
  • Conducting parent information sessions
  • Building community and commercial partnerships
  • Procuring furniture and curriculum including technology
  • Attending local and state training sessions as required by the authorizer
  • Securing planning year office space, furniture, technology, utilities, and other resources as needed

Charter School Operations

  • Placement (or replacement) and onboarding School Leader
  • Professional Development for all staff and stakeholders, including Governing Board/Board of Trustees if desired
  • Facilities procurement, renovation, design, financing, construction and management
  • Logistics support (technology/network, safety and security, traffic, permitting)
  • Budget development, management and revision
  • Annual review and revision of all Policies and Procedures
  • Annual review and update of School performance profile
  • School Improvement Planning
  • Identification of contracted and 3rd party support services to the school including RFP as needed
  • Charter amendments, renewals and replications

Biographies

Mr. Justin Matthews has served as a public school educator in the states of Florida and North Carolina for the past twenty-two years. He has held the positions of CEO/Executive Director, Region Director, Founding K-12 Principal, Chief of Operations, Principal, and Assistant Principal, while also serving as an elementary and high school teacher in his career. Over the course of his career Mr. Matthews has been directly responsible for the successful construction of over two million square feet of charter school facilities, numerous gymnasiums, sports fields, cafeterias, playgrounds and other similar developments valued at over three hundred million dollars in financing for charter schools, most recently a record setting twenty-four million dollar building and multiple sport field project at Mountain Island Charter School and one of the first stand-alone new charter school bond financings in history with a twenty-four million dollar bond issuance for Southwest Charlotte STEM Academy. In addition to currently leading one of the largest and most successful K-12 charter schools and state organizations in North Carolina, Mr. Matthews regularly works nationally with multiple schools and state entities through his 501c3 Non-Profit consulting firm Alliance Education Services, and with Cognia/AdvancED as a Lead External Review Evaluator. He was the 2010 National Innovation Principal of the year. Schools under his leadership have won numerous national awards in the areas of academics, parent choice, school culture, and operations.

 

Onsite School Experience

[2013-Present] Mountain Island Charter School, Mt. Holly, NC

Executive Director

§  Directly Responsible for all operations of the Mountain Island Charter School K-12 program.

§  Master Trainer for NC Budget and all RTO offerings in conjunction with  OCS/DPI and the NC Association for Public Charter Schools

[2005-2013]       Imagine Schools, multiple counties in FL, GA, TX and OH

Founding Principal and Region Director

§   Responsible for the creation, development and operation of largest and most successful charter school in Sarasota County, FL with over 1125 Preschool- 12th grade students and 120 staff members on three distinct campuses.

§   Responsible for the daily operations of the North Port K-12, Palmer Ranch K-8, Lakewood Ranch K-8 and other programs across the state as needed.

§   Accountable to Governing Boards for all school operations: including but not limited to curriculum, finance, management, facility, and personnel.

§   Accountable to sponsoring school district related to all provisions and requirements inherent in the schools’ charter agreements in addition to applicable state and local laws and processes related to charter school management and operation.

§   Collaborated with team to develop and implement unique school vision, mission, positive school culture, and instructional scope and sequence.

§   Improved curriculum planning, instructional pedagogy, student learning outcomes and school grade from an initial C grade to three consecutive A grades over the history of theschools.

§   Designed and expanded campuses to increase program offerings and

 

 

 

 

 

 

 

 

 

 

 

 

Trainings

 

 

 

Education

§   Earned numerous school awards, media recognition and positive reputation for charter schools in SarasotaCounty.

§   Co-Chairman, 2010 National Forum and Conference. Attended by over 2000 educators with 200 distinct PD offerings across 4 days. Total budget including convention and hotel space, 12 meals and 7 snack presentations:

$2.8MM.

§   Member of the school district’s Charter Review Committee

§   Founding member of the CHILD National Leadership Advisory Council

§   Served as Regional and National support to other schools and school leaders for instructional leadership, principal mentoring, and school program development.

Imagine School at Weston                Weston, FL

Principal

§   Responsible for daily operation of school with 1050 K-5 students and direct supervision of 86 staff members together with hiring and evaluation of personnel, horizontal and vertical curriculum design, implementation and assessment.

§   Created and implemented master school schedules including core curriculum areas, specials, recess, and arrival/dismissalschedules.

§   Created and implemented school discipline plan with character education curriculum and a positive reinforcementprogram.

§   Co-founded Spanish Bi-literate Immersion Program for Students [1998-2005] Alachua County School Board, Gainesville, FL Teacher, Assistant Principal and Safety Coordinator

§   Responsible for cross curricular instruction of over 700 students.

§   Directly responsible for student safety as well as local traffic safety and procedures for arrival/dismissal, overnight field trips,etc.

§   Member of School Advisory Council, Curriculum Council, Building Committee, Textbook Adoption Committee

Advanc-ED/SACS CASI Quality Assurance External Review Chairperson Security training including building, perimeter, off-site security, traffic safety, logistics, crisis response and planning. Advanced computer training with Microsoft-based   software,   hardware,    Cisco   network    installation   and management, VOIP technology, educational software, Promethean and SMART  Board  technology.     Academic/Other Trainings include: NCCSS, MTSS/RTI, Kagan, CRISS, PBASS, FBA/PBIP, EOG/EOC, Gradual Release, Common Core Integration, EC/ESE, ELL Coordinator, Threat Assessment, TERMS, Transportation, Powerschool, ISIS.

 

[2002-2004]               University of Florida                          Gainesville, FL

Master’s inEducational Leadership

§  Florida Professional Certification in K-12 EducationalLeadership

§  Doctoral Fellowship Conferred

 

[1993-1998]               University of Florida                          Gainesville, FL

Bachelor’s in Education

§  Summa Cum Laude

§  Multiple Full Scholarship Recipient

Reference List by Category

 

Charter School Development/Financing

 

Bert Newsome, Managing Director Education Finance Group

BB&T Capital Markets

200 South College Street, Suite 750

Charlotte, NC 28202

T: 704-954-1418

C: 336-254-3146

Bnewsome@bbandtcm.com

 

Rhonda Dillingham, Executive Director NC Association for Public Charter Schools

P.O. Box 4877 Asheboro, NC 27204 (336) 669-9996

rhonda@ncpubliccharters.org

 

Jennifer Lucas, Chief Academic Officer Alliance Education Services, Inc. jlucas@educaresolutions.us

p (954)732-3122

f (888) 799-3166

 

Seth Klempner, Director Rosemawr Management LLC 810 Seventh Avenue 27th Floor New York, NY 10019

Main: (212) 286-9474

Direct: (212) 400-7392

sklempner@rosemawr.com Charter Construction Support

Shekeria Barnes, Founding Principal Southwest Charlotte STEM Academy 5203 Shopton Road, Charlotte, NC 28278

(980) 505-8344

sbarnes@scstemacademy.org

 

Paul Lemley, Executive Vice President BC Construction Group

M: 616-2950755 | paul@bccgp.com www.bccgp.com

Headquartes | 10153 Grand River | Brighton, MI 48116 | P: 810-225-2001

Raleigh Ofice | 400 W. North Street, Suite 112 | Raleigh, NC 27603 | P: 919-827-4140

 

Deanna Smith, Principal Mallard Creek STEM Academy

9142 Browne Rd, Charlotte, NC 28269 dsmith@mcstemacademy.org

(631) 707-6449

 

Additional references available on request

Summary

Jennifer serves as the Chief Academic Officer and works nationally with multiple schools and state entities through her 501c3 Non-Profit consulting firm Alliance Education Services, Inc. to provide initial and ongoing support for charter schools including all phases of startup, educational design and implementation, organizational and operational support, compliance and academic improvement.

Jennifer can provide short and long-term management and consulting solutions for charter schools, financial institutions and development firms. Jennifer has served the charter school industry as a Teacher, Instructional Coach, Principal and Superintendent for K-12 schools since 2005.

Additional Areas of Support

In addition to serving her schools and clients, Jennifer is the Co-Chair of the North Carolina Association for Public Charter Schools and provides a wide array of support for governing boards and school leaders through state, regional, and local conferences and workshops. Jennifer also serves as an external evaluator for Cognia (formerly Advanc-ED) in Florida and North Carolina to help all schools (public, charter, private) in their efforts towards continuous improvement for student outcomes.

Current Experience

[Chief Academic Officer] — [Alliance Education Services, Inc.]

[2013] — [current]

Initial and ongoing support for charter schools in North Carolina, Florida,

South Carolina, and Indiana.

[Managing Director] — [Voyager Academy]

[2014] — [2020]

Responsible for all Superintendent duties for a K-12 charter school serving 1350 students in 4 buildings on 11+acres with a 14+ mm annual budget

·         Earned Investment Grade Rating through Moody’s Investments

·         Earned Initial Rating through Standard and Poor

·         Secured 3 separate public bond offerings and commercial financing from 2014-2019

·         Earned Full Accreditation

·         Earned 10-year charter renewal

·         Recognized as one of the highest performing charter schools in NC

 

Leadership

Charter school training and support services in all areas of academics and achievement, Special Education, MTSS, Curriculum and support in all areas of daily fiscal management, third-party vendor contracts and negotiations and yearly budgeting to meet the goals of the school program. Work directly with school leadership and governing boards to provide training and support for the day-to- day operations in the school and the long term continuous improvement model.

References

Rhonda Dillingham, Executive Director NC Association for Public Charter Schools

P.O. Box 4877 Asheboro, NC 27204 (336) 669-9996 rhonda@ncpubliccharters.org

 

Lisa Gordon Stella, Attorney at Law Lisa Gordon Stella, PLLC

4325 Swarthmore Rd, Durham, NC 2770

919-274-5719

lisa@lgstellalaw.com

 

Maggie Mirsky, Vice President

D.A. Davidson Companies Denver, CO

p: 303.764.5721 | p: 469.314.3169 | c: 303.229.8878

mmirsky@dadco.com www.davidsoncompanies.com/ficm

 

Bert Newsome, Managing Director Education Finance Group BB&T Capital Markets

200 South College Street, Suite 750

Charlotte, NC 28202

T: 704-954-1418

C: 336-254-3146

Bnewsome@bbandtcm.com

 

Deanna Smith, Principal Mallard Creek STEM Academy

9142 Browne Rd, Charlotte, NC 28269 dsmith@mcstemacademy.org

AES as a financial partner

Alliance Education Services has successfully facilitated over $300 million dollars in charter school financing for their clients over the past 20 years, specializing in:

  • Charter school facility acquisition/upfit/expansion
  • Furniture, Fixtures, Equipment, Technology and Curriculum
  • Short Term Capital
  • Start Up Capital
  • Bridge Loans for both facility as well as CSP Grants
  • Extending credit for school clients

We have broad experience working with multiple lending sources, including:

  • Non-Profit Publicly Offered Municipal Bonds
  • Single Investor/Private Placement Bonds
  • Collateralized Bank Loans
  • Venture Capital Development Loans
  • USDA Loans
  • Receivable-collateralized Loans

Additionally, AES is contracted on a regular basis by financial institutions to support all sides of  a charter school transaction.  Below are some of our most recent engagements:

  • Pre-financing due diligence
  • Pre-financing budget projection development
  • Post financing compliance/disclosure reporting
  • Grant writing and compliance to increase financial stability of school
  • Default event investigation and results report with action steps
  • Pre-Default site visit with resulting strategic plan recommendations to school
  • Board organization and training
  • K-12 Academic support
  • Marketing and Enrollment support

For more information on how we can best help with a charter school transaction, please contact us HERE. 

Success stories

  1. Pre-financing due diligence.  AES was contracted by an investment firm to conduct Pre-financing due diligence requested to fund a large charter school expansion. After collected a plethora of historical documents, a three-day site visit and multiple reports, AES recommended the in favor of the investment. The bond successfully closed, and the School has continued to grow and receive accolades. This was a successful and smart investment that will bring dividends to the investors and provide hundreds of thousands of dollars in facility cost savings to enable the School’s long term financial viability.

  2. New charter school development and operations. AES was secured to support a local non-profit board to write and submit an appropriate charter application to serve a need in their community. The charter application was approved, and AES supported the Board through the Ready To Open process, secured land for the future site, worked with the developer to design and build the school, and successfully completed a bond deal to cover all aspects of the pre-opening costs, construction, and purchasing of furniture, fixtures, technology, and curriculum, as well as cash advances needed to initiate operations prior to state funding. This School opened able to deliver on its mission from the first day of school. 

  3. Chater contract renewals.  AES was contracted to support a distressed charter school during its renewal year and in anticipation of possible long-term financing to build a permanent facility. Over the course of the contract, AES met with the leadership team and the governing board to create a school improvement plan and helped implement and support the plan. AES also co-wrote the renewal application inclusive of the SIP and worked with the School Board and leadership team to intimately understand the nuances of the application and how to implement it correctly with measurable outcomes that demonstrated the School’s ability to remain open and grow. This was a successful charter renewal and the School has continued to thrive.

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