Common use of Umbrella/Excess Liability Insurance Clause in Contracts

Umbrella/Excess Liability Insurance. To provide excess protection over underlying general liability coverages. (Limit: Five Million Dollars ($5,000,000.00). EXHIBIT G CHARTER SCHOOLS PRE-OPENING VISIT CHECKLIST Charter Schools Pre-Opening Checklist School Name: School Opening Date: Site Visit Date: Reviewer’s Name: Governance and Management Documentation Needed Comment # The governing board is meeting  Meeting minutes from at least one board and is setting the policy direction meeting within the last 60 days for the school.  By-laws  501(c)(3) letter  Background check for each board member A permanent head of school has been named and is providing leadership for the school.  Contract, including position description Other key leadership roles in the school have been filled.  Position descriptions with employee signatures Staffing Documentation Needed Comment # There is documentation of clear lines of authority and responsibility.  Organizational chart The number of teachers is adequate and their assignments match the staffing plan.    Teacher roster Signed contracts with position descriptions Proof of certification for teachers Each employee has a job description which he or she has read and agreed to.  Position descriptions with employee signatures There is documentation that initial background checks for all staff have been completed.  Background check clearances Curriculum and Instruction Documentation Needed Comment # Needed instructional materials and supplies are ready.  Observation of instructional materials and supplies A school calendar and class  School calendar schedules exist and provisions  Class Schedules have been made for them to be  Documentation that calendar and available to every student and schedules have been distributed to every family. students, families Orientation has been held to familiarize staff with the mission and program of the school and to clarify their roles and responsibilities.  Documentation that orientation has been held for staff (agendas, sign-in sheets, etc.) Provisions have been made for assessing and serving students with special needs.  Evidence that needed staff are on board to provide special needs services, or evidence that services have been contracted Students and Parents Documentation Needed Comment # Parent and student orientation is completed or scheduled.  Evidence that parent and student orientation has been held (agendas, sign- in sheets, etc.) or scheduled Student enrollment procedures have been documented and a student roster is available to teachers.  Written description of enrollment procedures  Student enrollment data  Student rosters available (with name, I.D. #, DOB) Student records have been received and are available to teachers for planning.  Evidence that student records are on file and accessible to teachers for planning Intake process includes measures to identify students with special needs.  Evidence that intake process screens for special needs students (application, parent/student survey or questionnaire) Proof of Memphis residency is on file for each student  Form complete with parent’s or guardian’s name, student name, school staff person’s signature, and date Student policies (including suspension and expulsion policies) have been established and are available to students and parents in written form.  Evidence that student policies (including suspension and expulsion policies) have been distributed to students and parents in written form Written procedures are in place for creating, storing, securing and using student academic, attendance, and discipline records.  Copy of written procedures are in place for creating, storing, securing, and using student academic, attendance, and discipline records Operations Documentation Needed Comment # Arrangements have been made for food service.  Food service inspection by MCS  Health Permit Provisions have been made for health services and immunizations, if appropriate.  Evidence that health services and immunizations services are available (school nurse, contract with local health facility, etc.) or are documented There are written procedures to ensure that the school provides a drug free environment.  Policy statement regarding drug-free environment There are written plans for such life safety procedures as fire drills and emergency evacuation.  Written plans for life safety procedures A system is in place for gathering and reporting information needed to qualify for Title I and other federal programs.  Evidence that a system is in place for gathering and reporting data needed to qualify for Title I and other federal programs Accounting system is in place.  Financial records (payroll, bank statements)  Staff person(s) who can authorize payments Facilities Documentation Needed Comment # Available space (including classrooms, restrooms, and special purpose space) meets the requirements of the program and the number of students enrolled.  MCS staff observation that space meets the needs of the program and number of students to be served  Lease agreement/deed Space is accessible, clean, and well lighted.  MCS staff observation that space is accessible, clean, well-lit Classrooms are appropriately furnished and arranged for instruction.  Classroom furnishings meet the needs of the student population and are arranged appropriately for instruction A Certificate of Occupancy and other appropriate inspections are on file at the school and the Board of Education.  Certificate of Occupancy on file at school  Certificate is on file at the Board of Education Certificates of insurance are on file at the school and the Central Office, meeting at least the minimum levels required by the Board of Education.  Commercial Liability - $1,000,000  School Board/Professional Liability - $5,000,000  Umbrella Coverage - $5,000,000  Property/Lease Insurance – 100% of replacement cost  Commercial Auto Liability Insurance - $1,000,000  Workers Compensation – As required by law  Surety Bond for persons authorized to receive funds, access to funds, or make expenditures - $500,000 Accountability Documentation Needed Comment # There is a staff person who is assigned the responsibility for accountability.  Name of staff person

Umbrella/Excess Liability Insurance. To provide excess protection over underlying general liability coverages. (Limit: Five Million Dollars ($5,000,000.00). EXHIBIT G CHARTER SCHOOLS PRE-OPENING VISIT CHECKLIST Charter Schools Pre-Opening Checklist School Name: School Opening Date: Site Visit Date: Reviewer’s Name: Governance and Management Documentation Needed Comment # The governing board is meeting  and is setting the policy direction for the school. 🞎 Meeting minutes from at least one board and is setting the policy direction meeting within the last 60 days for the school.  🞎 By-laws  🞎 501(c)(3) letter  🞎 Background check for each board member A permanent head of school has been named and is providing leadership for the school.  🞎 Contract, including position description Other key leadership roles in the school have been filled.  🞎 Position descriptions with employee signatures Staffing Documentation Needed Comment # There is documentation of clear lines of authority and responsibility.  🞎 Organizational chart The number of teachers is adequate and their assignments match the staffing plan.    🞎 Teacher roster 🞎 Signed contracts with position descriptions 🞎 Proof of certification for teachers Each employee has a job description which he or she has read and agreed to.  🞎 Position descriptions with employee signatures There is documentation that initial background checks for all staff have been completed.  🞎 Background check clearances Curriculum and Instruction Documentation Needed Comment # Needed instructional materials and supplies are ready.  🞎 Observation of instructional materials and supplies A school calendar and class  School calendar schedules exist and provisions  Class Schedules have been made for them to be  Documentation that calendar and available to every student and every family. 🞎 School calendar 🞎 Class Schedules 🞎 Documentation that calendar and schedules have been distributed to every family. students, families Orientation has been held to familiarize staff with the mission and program of the school and to clarify their roles and responsibilities.  🞎 Documentation that orientation has been held for staff (agendas, sign-in sheets, etc.) Provisions have been made for assessing and serving students with special needs.  🞎 Evidence that needed staff are on board to provide special needs services, or evidence that services have been contracted Students and Parents Documentation Needed Comment # Parent and student orientation is completed or scheduled.  🞎 Evidence that parent and student orientation has been held (agendas, sign- in sheets, etc.) or scheduled Student enrollment procedures have been documented and a student roster is available to teachers.  🞎 Written description of enrollment procedures  🞎 Student enrollment data  🞎 Student rosters available (with name, I.D. #, DOB) Student records have been received and are available to teachers for planning.  🞎 Evidence that student records are on file and accessible to teachers for planning Intake process includes measures to identify students with special needs.  🞎 Evidence that intake process screens for special needs students (application, parent/student survey or questionnaire) Proof of Memphis residency is on file for each student  🞎 Form complete with parent’s or guardian’s name, student name, school staff person’s signature, and date Student policies (including suspension and expulsion policies) have been established and are available to students and parents in written form.  🞎 Evidence that student policies (including suspension and expulsion policies) have been distributed to students and parents in written form Written procedures are in place for creating, storing, securing and using student academic, attendance, and discipline records.  🞎 Copy of written procedures are in place for creating, storing, securing, and using student academic, attendance, and discipline records Operations Documentation Needed Comment # Arrangements have been made for food service.  🞎 Food service inspection by MCS  🞎 Health Permit Provisions have been made for health services and immunizations, if appropriate.  🞎 Evidence that health services and immunizations services are available (school nurse, contract with local health facility, etc.) or are documented There are written procedures to ensure that the school provides a drug free environment.  🞎 Policy statement regarding drug-free environment There are written plans for such life safety procedures as fire drills and emergency evacuation.  🞎 Written plans for life safety procedures A system is in place for gathering and reporting information needed to qualify for Title I and other federal programs.  🞎 Evidence that a system is in place for gathering and reporting data needed to qualify for Title I and other federal programs Accounting system is in place.  🞎 Financial records (payroll, bank statements)  🞎 Staff person(s) who can authorize payments Facilities Documentation Needed Comment # Available space (including classrooms, restrooms, and special purpose space) meets the requirements of the program and the number of students enrolled.  🞎 MCS staff observation that space meets the needs of the program and number of students to be served  🞎 Lease agreement/deed Space is accessible, clean, and well lighted.  🞎 MCS staff observation that space is accessible, clean, well-lit Classrooms are appropriately furnished and arranged for instruction.  🞎 Classroom furnishings meet the needs of the student population and are arranged appropriately for instruction A Certificate of Occupancy and other appropriate inspections are on file at the school and the Board of Education.  🞎 Certificate of Occupancy on file at school  🞎 Certificate is on file at the Board of Education Certificates of insurance are on file at the school and the Central Office, meeting at least the minimum levels required by the Board of Education.  🞎 Commercial Liability - $1,000,000  🞎 School Board/Professional Liability - $5,000,000  🞎 Umbrella Coverage - $5,000,000  🞎 Property/Lease Insurance – 100% of replacement cost  🞎 Commercial Auto Liability Insurance - $1,000,000  🞎 Workers Compensation – As required by law  🞎 Surety Bond for persons authorized to receive funds, access to funds, or make expenditures - $500,000 Accountability Documentation Needed Comment # There is a staff person who is assigned the responsibility for accountability.  🞎 Name of staff person