Global SchoolONE - Recent changes [en]

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Jacob.Walker — Mon, 20 Jul 2026 15:00:03 GMT

EIN added

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	== '''Welcome to SchoolONE''' ==		== '''Welcome to SchoolONE''' ==
	We are a California Private School operated by EducateONE a California Public Benefit Corporation (Control ID [https://bizfileonline.sos.ca.gov/api/report/GetImageByNum/206109101229039095021119221092101110172198156066 B20250047732]). We are registered with California under [https://www.cde.ca.gov/SchoolDirectory/details?cdscode=31668946157374 CDS Code 31668946157374] and our [[FAQ#Why is Global SchoolONE not found in the PSS Private School Locator?\|Federal NCES ID is A2300227]]. More information about the legal status of our school can be found in our [[FAQ]].		We are a California Private School operated by EducateONE a California Public Benefit Corporation (Control ID [https://bizfileonline.sos.ca.gov/api/report/GetImageByNum/206109101229039095021119221092101110172198156066 B20250047732] with EIN 33-4868718) We are registered with California under [https://www.cde.ca.gov/SchoolDirectory/details?cdscode=31668946157374 CDS Code 31668946157374] and our [[FAQ#Why is Global SchoolONE not found in the PSS Private School Locator?\|Federal NCES ID is A2300227]]. More information about the legal status of our school can be found in our [[FAQ]].

	=== We don't treat students like widgets on a 19th century grade level assembly line ===		=== We don't treat students like widgets on a 19th century grade level assembly line ===

About

Jacob.Walker — Sun, 19 Jul 2026 18:54:48 GMT

Our Values

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	Our '''vision''' is to build an integrated preschool to Ph.D. system of education. But this system will not treat students as cogs in a machine, but instead blossom with multiple methods of learning ([[Learning Stacks]]) for multiple life outcomes ([[Learning Trajectories]]).		Our '''vision''' is to build an integrated preschool to Ph.D. system of education. But this system will not treat students as cogs in a machine, but instead blossom with multiple methods of learning ([[Learning Stacks]]) for multiple life outcomes ([[Learning Trajectories]]).

	== Values ==		== Our Values ==
			We are uncovering better ways of educating the world by doing it and helping others do it. Through this work we have come to value:
	* '''Effort over Talent''' – Talent matters, yet disciplined practice unlocks it.		* '''Effort over Talent''' – Talent matters, yet disciplined practice unlocks it. Evidence has shown that many people with natural talent do not succeed, because everyone at any talent level, will ultimately have difficulty, and those with grit are those who will ultimately succeed, and for those that it previously came naturally, they often give up.
	* '''Action over Planning''' – Insight emerges from iterative doing and data.		* '''Action over Planning''' – Insight emerges from iterative doing and data. Old methods of "project management" don't work under uncertainty; and even agile development don't work under extreme uncertainty; only extreme agile methods work, and that is what we use.
	* '''Humanity over Culture''' – ~~Celebrate~~ cultures while serving the whole human family.		* '''Humanity over Culture''' – We celebrate cultures while serving the whole human family. We hold the truth to be evident that all humans have equal value with globally recognized human rights.
	* '''Learning over Teaching''' – Learning is the goal; teaching is one means.		* '''Learning over Teaching''' – Learning is the goal; teaching is one means to reach that goal. And teaching with direct instruction may not be the optimal method for learning. Thus we work to engineer learning, which we call "eduneering".
	* '''Evidence over Eminence''' – Decisions stand on data, not hierarchy.		* '''Evidence over Eminence''' – Decisions stand on data, not hierarchy. All participants are expected to question the status quo and respectfully question what they learn from each other, as none of know everything nor are always correct; and only through recognizing our fallibility, do we become less fallible.
	* '''Principles over Orthodoxy''' – Ethical first‑principles are more important than cultural norms.		* '''Principles over Orthodoxy''' – Ethical first‑principles are more important than cultural norms. Cultural traditions express humanity’s moral foundations, but they are not the final measure of what is right. Through reason, evidence, and reflection, we evaluate inherited beliefs and seek principles that support human flourishing across cultures.
	* '''Openness over Ownership''' – Shared knowledge accelerates collective good.		* '''Openness over Ownership''' – Shared knowledge accelerates collective good.
	* '''Creativity over Convention''' – Progress springs from questioning the status quo		* '''Creativity over Convention''' – Progress springs from questioning the status quo
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	* '''Application over Assignments''' – Impactful work beats paperwork.		* '''Application over Assignments''' – Impactful work beats paperwork.
	* '''Contribution over Consumption''' – Sustainable ecosystems only exist when everyone gives back.		* '''Contribution over Consumption''' – Sustainable ecosystems only exist when everyone gives back.
			* '''Validity over Accuracy''' – While we shall always be transparent that there is always more nuance, we recognize that full accuracy is often not appropriate, for example it would be wrong to attempt to explain to a Kindergartener that gravity is a bend in space-time, even though this is most accurate! It is valid at their learning level to say it is what makes things fall down.

			That is, while there is value in the items on the right, we value the items on the left more.

	== The Story of Our School ==		== The Story of Our School ==

Policies/SchoolONE Policy § 1.3.02. Student Contact and Background Screening

Gibran Rahman — Sun, 19 Jul 2026 09:15:34 GMT

Created page with "= Article III. SchoolONE Private School Policies = == Subarticle A. SchoolONE California Private School Policies == == Chapter 1. Vision, Leadership, Faculty and Staff, Resources, Continuous Improvement, and Accountability and Compliance == == SchoolONE Policy § 1.3.02. Student Contact and Background Screening. == (a) Purpose. (1) SchoolONE is committed to student safety in all instructional settings, including in-person instruction, distance learning, tutoring, adv..."

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Policies/EducateONE Organizational Policy § 11.8.00. Public Inspection and Disclosure Policy

Gibran Rahman — Sun, 19 Jul 2026 09:13:38 GMT

Created page with "= Article I. EducateONE Organizational Policies = == Chapter 11. Corporate Records, Minutes, Reports, and Inspection Rights == == EducateONE Organizational Policy § 11.8.00. Public Inspection and Disclosure Policy. == (a) Public Availability. (1) EducateONE shall make final Board-approved policies available on its website. (2) If a final Board-approved policy has not yet been posted on EducateONE’s website, the policy may be requested from EducateONE and may be pr..."

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= Article I. EducateONE Organizational Policies =

== Chapter 11. Corporate Records, Minutes, Reports, and Inspection Rights ==

== EducateONE Organizational Policy § 11.8.00. Public Inspection and Disclosure Policy. ==
(a) Public Availability.

(1) EducateONE shall make final Board-approved policies available on its website.

(2) If a final Board-approved policy has not yet been posted on EducateONE’s website, the policy may be requested from EducateONE and may be provided in any reasonable format, subject to reasonable copying, mailing, or delivery costs.

(3) Examples of policies and public organizational documents that will be available include EducateONE’s articles of incorporation, bylaws, conflict of interest policy, federal tax-exemption application and all attachments, IRS determination letter, annual information returns, required schedules and attachments, Form 990-T, audited financial statements, and other public organizational documents, records, reports, filings, or materials.

(b) Confidential Policies and Materials.

(1) EducateONE reserves its lawful authority to maintain confidential policies, policy materials, internal procedures, privileged materials, security-sensitive materials, personnel-related materials, student or family records, donor-confidential information, investigation materials, drafts, superseded materials, and other records or materials that are not public organizational documents.
----Source Note

This policy is adapted from Public Counsel’s Community Development Project, Form 990 Series Public Disclosure Policy and Memorandum, including its sample Public Disclosure Policy for tax-exempt organizations. The policy has been modified for EducateONE’s organizational structure, website-posting approach, public transparency commitment, confidentiality reservation, policy numbering, source-note placement, and drafting style.

Policies/EducateONE Organizational Policy § 2.6.00. Political Campaign, Legislative Activity, and Lobbying Policy

Gibran Rahman — Sun, 19 Jul 2026 09:11:09 GMT

Created page with "= Article I. EducateONE Organizational Policies = == Chapter 2. Tax-Exempt Status, Charitable Limitations, and Private Benefit Restrictions == == EducateONE Organizational Policy § 2.6.00. Political Campaign, Legislative Activity, and Lobbying Policy. == (a) Lobbying Activities. (1) It is the policy of EducateONE that any lobbying or political campaign activities undertaken by EducateONE, or by any employee, Board member, or other agent of EducateONE on behalf of Edu..."

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= Article I. EducateONE Organizational Policies =

== Chapter 2. Tax-Exempt Status, Charitable Limitations, and Private Benefit Restrictions ==

== EducateONE Organizational Policy § 2.6.00. Political Campaign, Legislative Activity, and Lobbying Policy. ==
(a) Lobbying Activities.

(1) It is the policy of EducateONE that any lobbying or political campaign activities undertaken by EducateONE, or by any employee, Board member, or other agent of EducateONE on behalf of EducateONE, shall comply with the applicable federal and state requirements, including those established under the Internal Revenue Code, the Lobbying Disclosure Act of 1995, as amended, the Federal Election Campaign Act, and the Byrd Anti-Lobbying Amendment.

(2) No employee, Board member, or other agent of EducateONE shall engage in any lobbying activity on behalf of EducateONE without the express prior approval of the Executive Director.

(b) Political Campaign Activities.

(1) EducateONE, and any employee, Board member, or other agent acting on behalf of EducateONE, is absolutely prohibited from participating or intervening in any political campaign.

(2) A “political campaign” shall be deemed to begin when an individual announces his or her candidacy for an elective public office, or is proposed by others for an elective public office.

(c) Expenditure of Federal Funds.

(1) EducateONE prohibits the expenditure of any federal funds received by EducateONE as the recipient of a federal contract, grant, loan, or cooperative agreement for lobbying or political campaign activities.

(2) In addition, no federal funds shall be used to pay any person or organization for influencing or attempting to influence an officer or employee of an agency or member of Congress, or employee of a member of Congress, with respect to:

(A) the awarding of any federal contract;

(B) the making of any federal grant;

(C) the making of any federal loan;

(D) the entering into of any cooperative agreement; or

(E) the extension or modification of any federal contract, grant, loan, or cooperative agreement.

(d) Reporting.

(1) EducateONE shall ensure that all disclosures of lobbying which are required by law are submitted in a timely manner.

(e) Accreditation and Standards-Setting Activity.

(1) EducateONE may participate in lawful accreditation, standards-setting, public-comment, regulatory, legislative, and public-policy processes.

(2) EducateONE shall not use private influence, association leverage, undisclosed conflicts, insider access, or back-channel pressure to improperly influence an accrediting body’s standards, policies, procedures, recognition decisions, institutional decisions, program decisions, or accreditation actions.

(3) Nothing in this subdivision prohibits EducateONE from submitting public comments, responding to accreditor requests, communicating through ordinary authorized channels, participating in open policy processes, or advocating for innovation-friendly, student-centered, outcome-based, competition-supporting, or less restrictive standards.

(f) Individual Activity.

(1) Nothing in this policy shall preclude an employee, Board member, or other agent of EducateONE from engaging in political campaign activities or lobbying activities on his or her own time, provided that EducateONE is not connected with such activities and provided that EducateONE’s funds and other resources are not used in connection with such activities.
----Source Note

This policy is adapted from the Sample Policy on Lobbying and Political Campaign Activities published through health-center advocacy materials, with modifications for EducateONE’s charitable, educational, and tax-exempt structure. The accreditation and standards-setting subdivision is informed by the U.S. Department of Education’s 2026 Accreditation, Innovation, and Modernization negotiated-rulemaking consensus language concerning accreditor independence, related association influence, public feedback, credential inflation, and unnecessary barriers to entry.

References

Internal Revenue Code section 501(c)(3).

Lobbying Disclosure Act of 1995.

Federal Election Campaign Act.

Byrd Anti-Lobbying Amendment.

U.S. Department of Education, Accreditation, Innovation, and Modernization Negotiated Rulemaking, Final Version Consensus Language, May 21, 2026.

Policies/SchoolONE Policy § 1.3.01. California Commission Credential Designation

Gibran Rahman — Sun, 19 Jul 2026 09:03:23 GMT

Created page with "= Article III. SchoolONE Private School Policies = == Subarticle A. SchoolONE California Private School Policies == == Chapter 1. Vision, Leadership, Faculty and Staff, Resources, Continuous Improvement, and Accountability and Compliance == == SchoolONE Policy § 1.3.01. California Commission Credential Designation. == (a) Purpose. (1) SchoolONE recognizes that some private-school employees may perform instructional, administrative, supervisory, counseling, pupil per..."

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= Article III. SchoolONE Private School Policies =

== Subarticle A. SchoolONE California Private School Policies ==

== Chapter 1. Vision, Leadership, Faculty and Staff, Resources, Continuous Improvement, and Accountability and Compliance ==

== SchoolONE Policy § 1.3.01. California Commission Credential Designation. ==
(a) Purpose.

(1) SchoolONE recognizes that some private-school employees may perform instructional, administrative, supervisory, counseling, pupil personnel, special education, student-support, career technical, adult education, designated-subject, or other professional education duties that are similar to duties that, in an equivalent California public school position, may require a credential, permit, certificate, authorization, waiver, approval, or other educator-authorizing document issued, recognized, administered, or required by the California Commission on Teacher Credentialing.

(2) This policy clarifies when such credentials or documents are required by SchoolONE, when they are voluntarily recognized or designated, and how any such designation must be documented.

(b) Definition of California Commission Credential.

(1) For purposes of this policy, a “California Commission Credential” means any credential, certificate, permit, authorization, waiver, approval, document, or other educator-authorizing instrument issued, recognized, administered, or required by the California Commission on Teacher Credentialing.

(2) This definition applies to all such instruments, whether currently existing or created in the future, and regardless of title, category, subject area, service area, grade level, authorization type, employment setting, or credential pathway.

(c) General Rule.

(1) An employee’s performance of duties that would require a California Commission Credential in an equivalent California public school position does not, by itself, automatically require the employee to hold that credential solely because SchoolONE is a private school.

(2) A California Commission Credential is required for a SchoolONE position only when one or more of the following applies:

(A) applicable law requires the credential;

(B) SchoolONE expressly requires the credential for the position;

(C) an accreditation, contract, program, funding, placement, regulatory, or other binding requirement requires the credential;

(D) the employee’s written employment agreement requires the credential;

(E) SchoolONE designates the position as credential-required in writing; or

(F) the employee voluntarily elects, and SchoolONE approves, credential designation under this policy.

(d) Credential-Like Duties Do Not Create Automatic Credential Requirement.

(1) A position may involve duties that are similar to duties performed by credentialed personnel in California public schools without being credential-required under SchoolONE policy.

(2) Such duties may include instructional, administrative, supervisory, counseling, pupil personnel, special education, student-support, career technical, adult education, designated-subject, or other professional education duties.

(3) The existence of such duties does not create an automatic credential requirement unless the position is designated as credential-required under this policy or unless a separate legal, contractual, accreditation, program, regulatory, or other binding requirement applies.

(e) School-Designated Credential Requirement.

(1) SchoolONE may designate a position as credential-required, credential-preferred, credential-recognized, or credential-supported when SchoolONE determines that such designation is appropriate for educational, operational, accreditation, contractual, student-safety, credentialing, professional-development, or institutional reasons.

(2) Any SchoolONE-designated credential requirement must be documented in writing.

(3) The written designation should identify:

(A) the position or employee covered;

(B) the California Commission Credential involved;

(C) the effective date of the designation;

(D) the purpose of the designation;

(E) whether the credential is required, preferred, recognized, supported, temporary, conditional, or voluntary;

(F) any credential-related requirements adopted by SchoolONE; and

(G) the SchoolONE official approving the designation.

(f) Voluntary Employee Credential Designation.

(1) An employee may request that SchoolONE designate the employee’s role as requiring, recognizing, or supporting a California Commission Credential.

(2) SchoolONE may approve the request when the employee’s duties are substantially related to the credential sought, held, maintained, renewed, cleared, verified, or used for professional qualification purposes.

(3) Approval is discretionary and must be made in writing by the Head of School, Superintendent, Executive Director, Principal, Board Chair, or other authorized SchoolONE official.

(g) Effect of Written Credential Designation.

(1) Once a position or employee is credential-designated in writing, the employee agrees to comply with the credential-related requirements adopted by SchoolONE for that designation.

(2) These requirements may include, as applicable:

(A) obtaining, holding, maintaining, renewing, clearing, or verifying the applicable California Commission Credential;

(B) maintaining any required authorization, permit, certificate, waiver, approval, or other document connected to the designation;

(C) complying with applicable induction, mentoring, supervision, evaluation, professional-growth, experience, or service-verification requirements;

(D) providing proof of credential status upon request;

(E) promptly notifying SchoolONE of any expiration, lapse, denial, suspension, revocation, restriction, investigation, or other material change in credential status;

(F) authorizing SchoolONE to verify credential status and credential-related service;

(G) performing only those credential-designated duties approved by SchoolONE;

(H) cooperating with credential, induction, accreditation, employment, or program documentation processes; and

(I) complying with additional credential-related requirements that would apply to an equivalent California public school assignment, to the extent expressly adopted by SchoolONE in writing.

(h) Written Election for Voluntary Designation.

(1) A voluntary credential designation must be documented in a written election signed by the employee and an authorized SchoolONE official.

(2) The written election shall state:

(A) the employee’s name and position;

(B) the California Commission Credential involved;

(C) the effective date of the designation;

(D) the duties supporting the designation;

(E) whether the employee currently holds the credential or is seeking it;

(F) the credential-related requirements accepted by the employee;

(G) whether the designation is required, preferred, recognized, supported, temporary, conditional, or voluntary;

(H) whether the designation is connected to induction, renewal, clearing, experience verification, accreditation, employment, professional qualification, or another stated purpose;

(I) the SchoolONE official approving the designation; and

(J) the duration of the designation, if limited.

(3) The signed election and approval shall be maintained in the employee’s permanent personnel file.

(i) Permanent File Requirement.

(1) Any written credential designation, voluntary election, approval, modification, revocation, or related credential-status documentation shall be maintained in the employee’s permanent personnel file.

(2) SchoolONE may also maintain copies in any credentialing, accreditation, human resources, compliance, or program file as appropriate.

(j) No Implied or Retroactive Designation.

(1) Credential designation is not created by job title, informal practice, job description, similarity to a public school role, parent expectation, employee preference, possession of a credential, or performance of credential-like duties.

(2) Credential designation exists only when:

(A) SchoolONE requires the credential in writing;

(B) the employee’s written employment agreement requires the credential;

(C) a binding legal, accreditation, contract, program, regulatory, or other external requirement applies; or

(D) the employee makes a written election and SchoolONE approves it in writing.

(3) Unless one of these conditions is satisfied, the position shall not be treated as credential-required under SchoolONE policy.

(k) Credential Status and Continued Eligibility.

(1) When a credential designation is in effect, the employee is responsible for maintaining the credential status required by the designation.

(2) The employee must promptly notify SchoolONE if:

(A) the credential expires or lapses;

(B) the credential is denied, suspended, revoked, restricted, placed under review, or otherwise affected;

(C) the employee fails to complete a required renewal, induction, clearing, authorization, or professional obligation;

(D) the employee is no longer eligible for the credential;

(E) the employee’s credential no longer covers the designated duties; or

(F) any other material change affects the employee’s credential status.

(3) SchoolONE may require updated documentation of credential status at any time.

(l) SchoolONE Verification of Service.

(1) SchoolONE may verify an employee’s service, duties, dates of employment, assignment, performance, supervision, or professional experience when reasonably necessary for credentialing, induction, renewal, clearing, accreditation, employment, professional qualification, or other SchoolONE-approved purposes.

(2) Any verification shall be accurate, duty-based, and consistent with SchoolONE’s records.

(3) SchoolONE is not required to verify service as credential-equivalent unless SchoolONE determines that the employee’s actual duties and records support such verification.

(m) Revocation, Modification, or Expiration of Designation.

(1) SchoolONE may revoke, modify, suspend, or decline to renew a credential designation if:

(A) the employee no longer performs duties supporting the designation;

(B) the employee fails to maintain required credential status;

(C) the employee does not satisfy credential-related obligations;

(D) the designation was approved for a limited purpose that has ended;

(E) the employee changes position or assignment;

(F) SchoolONE determines that the designation is no longer necessary or appropriate;

(G) applicable law, accreditation requirements, program rules, credentialing requirements, or SchoolONE needs change; or

(H) SchoolONE determines that revocation or modification is in the best interests of SchoolONE.

(2) Any revocation, modification, suspension, or expiration should be documented in writing and placed in the employee’s permanent personnel file.

(n) No Public-School Status Created.

(1) Credential designation under this policy does not convert SchoolONE into a public school, charter school, school district, county office of education, local educational agency, or public employer.

(2) Credential designation does not make public-school employment laws, collective bargaining rules, assignment-monitoring systems, tenure rules, seniority rules, salary schedules, evaluation systems, dismissal procedures, or other public-school requirements applicable to SchoolONE unless separately required by law or expressly adopted by SchoolONE in writing.

(o) No Waiver of Legal Requirements.

(1) Nothing in this policy waives, limits, avoids, or supersedes any legal, credential, background-check, student-safety, employment, accreditation, contractual, program, regulatory, or other binding requirement that independently applies to SchoolONE or to the employee.

(2) If applicable law or another binding requirement requires a California Commission Credential, background check, clearance, training, qualification, or other condition for a particular role, the employee must satisfy that requirement regardless of whether a voluntary credential designation has been made under this policy.

(p) SchoolONE Discretion.

(1) SchoolONE retains discretion to determine whether a California Commission Credential is required, preferred, recognized, supported, or unnecessary for any position, subject to applicable law and binding external requirements.

(2) SchoolONE may impose credential requirements that are higher than the minimum required by law when SchoolONE determines that doing so serves SchoolONE’s educational, operational, accreditation, contractual, student-safety, credentialing, professional-development, or institutional interests.

(q) Interpretation.

(1) This policy shall be interpreted broadly to apply to all California Commission Credentials and all credential-related designations involving SchoolONE employees.

(2) No credential, authorization, permit, certificate, waiver, approval, document, or future educator-authorizing instrument shall be excluded from this policy merely because it is not specifically named.
----Source Note

This policy was developed for SchoolONE California Private School Policies to clarify when California Commission on Teacher Credentialing credentials and related documents are required, recognized, supported, or voluntarily designated for SchoolONE private-school employees. The policy is intended to preserve SchoolONE’s private-school flexibility while allowing credential-related designations when required by law, accreditation, contract, program participation, employment agreement, SchoolONE determination, or voluntary written election.

Policies/EducateONE Organizational Policy § 12.1.00. Financial Management and Controls

Gibran Rahman — Sun, 19 Jul 2026 09:00:22 GMT

Created page with "= Article I. EducateONE Organizational Policies = == Chapter 12. Finance, Accounting, Internal Controls, Banking, and Gifts == == EducateONE Organizational Policy § 12.1.00. Financial Management and Controls. == (a) '''Philosophy.''' (1) The purpose of financial management in the operation of all EducateONE activities is to fulfill the organization’s mission in the most effective and efficient manner and to remain accountable to stakeholders, including students, fa..."

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= Article I. EducateONE Organizational Policies =

== Chapter 12. Finance, Accounting, Internal Controls, Banking, and Gifts ==

== EducateONE Organizational Policy § 12.1.00. Financial Management and Controls. ==
(a) '''Philosophy.'''

(1) The purpose of financial management in the operation of all EducateONE activities is to fulfill the organization’s mission in the most effective and efficient manner and to remain accountable to stakeholders, including students, families, partners, funders, employees, and the community.

(2) In order to accomplish this, EducateONE commits to providing accurate and complete financial data for internal and external use by the Executive Director and the Board of Directors.

(b) '''Authority.'''

(1) The Board of Directors is ultimately responsible for the financial management of all activities.

(2) The Treasurer is authorized to act on the Board’s behalf on financial matters when action is required in advance of a meeting of the Board of Directors.

(3) The Executive Director is responsible for the day-to-day financial management of the organization.

(4) The Board authorizes the Executive Director to hire and supervise staff and independent consultants, pay bills, receive funds, and maintain bank accounts.

(5) The Executive Director is authorized to sign checks up to $2,500.

(6) Checks for amounts greater than $2,500 shall require the signature of the Treasurer or Board Chair.

(7) The Executive Director is authorized to enter into contracts for activities that have been approved by the Board as a part of budgets or plans.

(8) The Board of Directors must authorize any contracts outside of the parameters described in paragraph (7), and all contracts with a financial value greater than $15,000.

(9) The Executive Director is authorized to manage expenses within the parameters of the overall approved budget, reporting to the Finance Committee on variances and the reason for these variances.

(10) The Board of Directors must approve any use of the board-designated cash reserve fund.

(c) '''Responsibilities of the Executive Director.'''

(1) The Executive Director shall:

(A) account for donor-restricted and board-designated funds separately from general operating funds, and clearly define the restrictions applicable to these funds;

(B) report the financial results of EducateONE operations according to the schedule established by the Finance Committee, but at least quarterly;

(C) pay all obligations and file required reports in a timely manner;

(D) make no contractual commitment for bank loans, corporate credit cards, or real estate leases or purchases without specific approval of the Board;

(E) record fixed assets with purchase prices greater than $500 as capital assets in accounting records;

(F) ensure that depreciation of capital assets does not exceed five years for furniture and equipment, or three years for computer and other technology equipment;

(G) limit vendor credit accounts to prudent and necessary levels; and

(H) obtain competitive bids for items or services costing in excess of $5,000 per unit.

(2) Selection under paragraph (1)(H) shall be based on cost, service, and other elements of the contract.

(3) EducateONE may award the bid to any provider and is not required to accept the lowest cost proposal.

(d) '''Responsibilities of the Board of Directors.'''

(1) The Board of Directors shall:

(A) review financial reports at each board meeting; and

(B) provide adequate training to members to enable each member to fulfill his or her financial oversight role.

(e) '''Financial Transactions with Insiders.'''

(1) No advances of funds to employees, officers, or directors are authorized.

(2) Direct and necessary expenses, including travel for meetings and other activities related to carrying out responsibilities, shall be reimbursed.

(3) In no case shall EducateONE borrow funds from any employee, officer, or director of the organization without specific authorization from the Board of Directors.

(f) '''Budget.'''

(1) In order to ensure that planned activities minimize the risk of financial jeopardy and are consistent with board-approved priorities, long-range organization goals, and specific five-year objectives, the Executive Director shall:

(A) submit operating and capital budgets to the Finance Committee in time for reasonable approval by the Board prior to each fiscal year; and

(B) use responsible assumptions and projections as background, with the general goal of an unrestricted surplus.

(g) '''Gift Acceptance.'''

(1) EducateONE may accept stock or other negotiable instruments as a vehicle for donors to transfer assets to the organization.

(2) Transfer and recording the value of the asset shall be done in a consistent manner and in compliance with accounting standards.

(3) The Executive Director shall sell any stock given to the organization immediately upon receipt by the organization.

(4) EducateONE shall accept contributions of goods or services other than cash that are related to the programs and operations of EducateONE.

(5) Any other contributions of non-cash items must be reviewed and approved by the Board of Directors before acceptance.

(h) '''Asset Protection.'''

(1) In order to ensure that the assets of EducateONE are adequately protected and maintained, the Executive Director shall:

(A) insure against theft and casualty losses to the organization and against liability losses to Board members, staff, or the organization itself to levels indicated in consultation with suitable professional resources;

(B) plan and carry out suitable protection and maintenance of property, building, and equipment;

(C) avoid actions that would expose the organization, its board, or its staff to claims of liability;

(D) protect intellectual property, information, and files from unauthorized access, tampering, loss, or significant damage; and

(E) receive, process, and disburse funds under controls that are sufficient to maintain basic segregation of duties to protect bank accounts, income receipts, and payments.
----Source Note

This policy is adapted from the “Nonprofit Financial Policy Example” published by Propel Nonprofits as part of its nonprofit resource library and customized for EducateONE.

Policies/EducateONE Organizational Policy § 11.7.00. Whistleblower and Non-Retaliation Policy

Gibran Rahman — Sun, 19 Jul 2026 08:58:36 GMT

Created page with "= Article I. EducateONE Organizational Policies = == Chapter 11. Corporate Records, Minutes, Reports, and Inspection Rights == == EducateONE Organizational Policy § 11.7.00. Whistleblower and Non-Retaliation Policy. == (a) Purpose. (1) In order to support lawful conduct, charitable integrity, financial accountability, tax-exempt compliance, institutional trust, and protection against retaliation, this policy establishes a method for reporting suspected violations and..."

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= Article I. EducateONE Organizational Policies =

== Chapter 11. Corporate Records, Minutes, Reports, and Inspection Rights ==

== EducateONE Organizational Policy § 11.7.00. Whistleblower and Non-Retaliation Policy. ==
(a) Purpose.

(1) In order to support lawful conduct, charitable integrity, financial accountability, tax-exempt compliance, institutional trust, and protection against retaliation, this policy establishes a method for reporting suspected violations and prohibits retaliation against persons who make good-faith reports or cooperate in the review of reported concerns.

(2) This policy is intended to encourage reporting of suspected violations of law, regulation, policy, financial-control requirement, ethical obligation, or other matter covered by this policy.

(3) This policy is not intended to create any right, procedure, investigation requirement, employment protection, student-status protection, contractual right, or appeal right beyond what is required by law or expressly adopted by EducateONE.

(b) Scope.

(1) This policy applies to EducateONE and any controlled EducateONE institution, school, program, service, activity, or operation.

(2) This policy applies to reports made by directors, officers, employees, contractors, volunteers, students, families, program participants, vendors, donors, applicants, visitors, and other persons who interact with EducateONE or its controlled institutions, programs, services, activities, or operations.

(c) Reportable Violations.

(1) For purposes of this policy, a “Violation” means a suspected violation of law, regulation, policy, financial-control requirement, ethical obligation, or other matter that may affect EducateONE’s charitable, educational, tax-exempt, governance, financial, legal, or institutional responsibilities.

(2) Reportable Violations may include, but are not limited to:

(A) misuse, diversion, or improper private use of charitable assets;

(B) private inurement, impermissible private benefit, excess benefit transactions, or undisclosed conflicts of interest;

(C) false, misleading, incomplete, or improper accounting, auditing, financial reporting, tax-exempt reporting, donor reporting, or internal-control practices;

(D) unlawful destruction, alteration, concealment, or falsification of records; and

(E) unlawful discrimination, unlawful preference, unlawful retaliation, or other unlawful conduct in admissions, employment, student assistance, scholarships, programs, services, or institutional operations.

(3) The examples in paragraph (2) are illustrative only and do not limit the types of concerns that may be reported under this policy.

(d) No Retaliation.

(1) EducateONE shall not retaliate against any director, officer, employee, contractor, volunteer, student, family member, program participant, vendor, donor, applicant, visitor, or other person who, in good faith, reports a suspected Violation, participates in a review, or cooperates with an investigation.

(2) Prohibited retaliation includes termination, demotion, suspension, harassment, discrimination, intimidation, adverse assignment, adverse compensation action, exclusion from participation, or other adverse action because of a good-faith report, participation in a review, or cooperation with an investigation.

(3) A person who believes retaliation has occurred may report the retaliation under this policy.

(e) Reporting Violations.

(1) A person may report a suspected Violation to the Compliance Officer.

(2) A person may also report a suspected Violation to the Chairperson of the Board of Directors, or to the Ombuds if EducateONE has established such a role.

(3) A report may be made to the Chairperson of the Board of Directors or the Ombuds when:

(A) the report involves the Compliance Officer;

(B) the Compliance Officer may have a conflict of interest;

(C) the reporting person is uncomfortable reporting to the Compliance Officer;

(D) the Compliance Officer is unavailable; or

(E) the reporting person otherwise believes that reporting to the Chairperson or Ombuds is appropriate.

(4) EducateONE may designate additional persons, offices, systems, or methods for receiving reports.

(f) Anonymous Reports.

(1) Reports may be submitted anonymously.

(2) Anonymous reports may be submitted by postal mail to the Compliance Officer, the Chairperson of the Board of Directors, or the Ombuds if EducateONE has established such a role.

(3) EducateONE may also permit anonymous reports through a web form, third-party reporting system, hotline, electronic submission process, or any other method designated by EducateONE.

(4) Anonymous reports should include enough information for EducateONE to understand and review the concern, but a person is not required to identify themselves in order to make an anonymous report.

(5) EducateONE may review anonymous reports to the extent reasonably possible based on the information provided.

(g) Compliance Officer; Handling Reported Violations.

(1) The Compliance Officer, or a person designated by the Compliance Officer, may review reported Violations and cause appropriate corrective action to be taken when warranted.

(2) The Compliance Officer shall acknowledge receipt of a report within ten business days, but only to the extent the reporting person’s identity is disclosed or a return address or other return contact method is provided.

(3) The reporting person may be informed of the action taken or expected to be taken, to the extent reasonably possible and consistent with privacy, confidentiality, legal, employment, student-record, investigation, and institutional limitations.

(4) If the Compliance Officer is suspected of having committed a Violation, has a conflict of interest, or is otherwise unable to receive or review the report, the report may be made to the Chairperson of the Board of Directors or to the Ombuds if EducateONE has established such a role.

(5) A report involving the Compliance Officer may be reviewed by the Chairperson of the Board of Directors, the Ombuds if EducateONE has established such a role, the Board of Directors, or another person or body designated by the Board of Directors.

(6) For purposes of this policy, the Compliance Officer shall be the role or office designated by EducateONE.

(7) Reports to the Compliance Officer may be sent to EducateONE’s corporate address unless EducateONE designates another reporting address or method.

(h) Accounting, Auditing, and Financial Matters.

(1) Reports concerning accounting, internal accounting controls, auditing, financial reporting, tax-exempt compliance, charitable assets, or similar financial matters may be referred to the Board of Directors or to a committee designated by the Board of Directors.

(2) The Board of Directors or a committee designated by the Board of Directors may address such reports in any lawful manner it determines appropriate under the circumstances.

(3) The Compliance Officer may notify the Executive Director, the Chairperson of the Board of Directors, the Board of Directors, or a committee designated by the Board of Directors of reported Violations, as appropriate under the circumstances.

(i) Confidentiality.

(1) EducateONE shall make reasonable efforts to treat reports made under this policy with appropriate confidentiality.

(2) Confidentiality may be limited when disclosure is necessary or appropriate for review, investigation, corrective action, legal compliance, governance oversight, employment action, student or participant safety, protection of legal rights, response to legal process, communication with legal counsel, accounting or audit review, insurance purposes, or another lawful institutional purpose.

(3) Nothing in this policy requires EducateONE to maintain confidentiality in a manner that would prevent EducateONE from complying with law, protecting persons or property, preserving records, investigating a reported concern, correcting a violation, or carrying out its legal, fiduciary, educational, charitable, or institutional responsibilities.

(j) Periodic Review.

(1) The Board of Directors or a committee designated by the Board of Directors may periodically review this policy and any reporting mechanisms established under it.

(2) A periodic review may consider whether reporting channels, non-retaliation protections, confidentiality practices, and record-preservation practices remain appropriate for EducateONE’s legal, charitable, educational, governance, and institutional needs.

(k) Relationship to Other Requirements.

(1) This policy supplements and does not replace any applicable law, employment policy, student policy, grievance process, complaint process, disciplinary process, reporting obligation, financial-control policy, conflict-of-interest policy, nondiscrimination policy, records-retention policy, contract, grant condition, donor restriction, accreditation requirement, insurance requirement, or other binding obligation.

(2) If another binding requirement imposes stricter requirements for a specific report, person, program, school, institution, contract, grant, or activity, EducateONE shall comply with the stricter requirement for that specific matter.

(l) Interpretation.

(1) This policy shall be interpreted to encourage good-faith reporting, prohibit retaliation, protect lawful institutional discretion, and preserve EducateONE’s ability to respond to reported concerns in a manner appropriate to the circumstances.

(2) Nothing in this policy shall be interpreted to require EducateONE to disclose confidential, privileged, personnel, student, participant, investigative, legal, financial, governance, or institutional information except as required by law or authorized by EducateONE.

(3) If any provision of this policy is determined to be inconsistent with applicable law, the provision shall be interpreted or limited to the extent necessary to comply with law while preserving the maximum lawful discretion of EducateONE.
----Source Note

This policy is adapted from Public Counsel’s Community Development Project, Annotated Form of Whistleblower Policy, including its Form of Whistleblower Policy for a California Public Benefit Nonprofit Corporation. The annotations, explanatory endnotes, optional adoption resolution, and separate acknowledgment form have been omitted from this EducateONE draft. This policy has been modified for EducateONE’s organizational structure, reporting roles, anonymous-reporting approach, policy numbering, source-note placement, and drafting style.

Policies/EducateONE Organizational Policy § 11.6.00. Records Retention and Destruction

Gibran Rahman — Sun, 19 Jul 2026 08:56:21 GMT

Created page with "= Article I. EducateONE Organizational Policies = == Chapter 11. Corporate Records, Minutes, Reports, and Inspection Rights == == EducateONE Organizational Policy § 11.6.00. Records Retention and Destruction. == (a) Purpose. (1) In order to preserve EducateONE’s tax-exempt status, legal compliance, corporate integrity, financial accountability, and institutional flexibility, this policy establishes minimum limits on premature destruction of records and preserves Ed..."

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= Article I. EducateONE Organizational Policies =

== Chapter 11. Corporate Records, Minutes, Reports, and Inspection Rights ==

== EducateONE Organizational Policy § 11.6.00. Records Retention and Destruction. ==
(a) Purpose.

(1) In order to preserve EducateONE’s tax-exempt status, legal compliance, corporate integrity, financial accountability, and institutional flexibility, this policy establishes minimum limits on premature destruction of records and preserves EducateONE’s authority to destroy records when retention is no longer required by law, records hold, contract, grant condition, donor restriction, accreditation requirement, insurance requirement, institutional policy, or other binding obligation.

(2) This policy is intended to prevent unlawful, premature, improper, or misleading destruction of records.

(3) This policy is not intended to require permanent retention of records unless permanent retention is required by this policy or another binding requirement.

(b) Scope.

(1) This policy applies to records of EducateONE and any controlled EducateONE institution, school, program, service, activity, or operation, except where a more specific policy applies.

(2) This policy applies to records in any format, including paper records, electronic records, email, messages, databases, cloud files, scans, images, audio, video, metadata, backups, and records maintained through third-party systems.

(3) Student, child, learner, participant, academic, enrollment, attendance, assessment, disciplinary, health, safety, service, accommodation, financial-aid, and related educational records shall be governed by applicable school-specific, institution-specific, program-specific, jurisdiction-specific, or legally required record policies or schedules.

(c) General Prohibition on Premature Destruction.

(1) EducateONE shall not knowingly destroy, delete, alter, conceal, falsify, or fail to preserve a record before the applicable minimum retention period has expired.

(2) EducateONE shall not destroy a record if destruction is prohibited by:

(A) applicable law;

(B) a records hold;

(C) a pending or reasonably anticipated audit, investigation, litigation, claim, demand, subpoena, government inquiry, regulatory review, IRS inquiry, accreditation review, donor dispute, or insurance matter;

(D) a contract, grant condition, donor restriction, accreditation requirement, insurance requirement, institutional policy, or other binding obligation; or

(E) a Board directive or written instruction from an authorized officer.

(3) After the applicable minimum retention period has expired, EducateONE may destroy records in any lawful manner unless continued retention is required under paragraph (2).

(d) Records Hold.

(1) EducateONE shall not destroy, delete, alter, conceal, or fail to preserve records that are subject to a records hold.

(2) A records hold applies when EducateONE knows or reasonably should know that records may be relevant to:

(A) litigation;

(B) a threatened or reasonably anticipated claim;

(C) an IRS inquiry or tax examination;

(D) a government investigation or regulatory review;

(E) an audit;

(F) an accreditation review;

(G) a subpoena, document request, or legal demand;

(H) a donor, grant, contract, insurance, employment, student, or institutional dispute; or

(I) another matter requiring preservation by law or binding obligation.

(3) A records hold remains in effect until released by the Board of Directors, Executive Director, legal counsel, or another authorized person.

(e) Minimum Retention Periods.

(1) EducateONE shall not destroy the following records before the applicable minimum retention period has expired:

(A) Articles of incorporation, bylaws, amendments, corporate registrations, corporate status records, IRS exemption application materials, IRS determination letters, Board minutes, Board resolutions, member records if any, and final corporate governance records: permanent.

(B) Form 990, Form 990-EZ, Form 990-N confirmations, Form 199, RRF-1, and comparable annual tax-exempt, charitable-registration, or public-reporting filings: seven years after filing or due date, whichever is later.

(C) General accounting records, books of account, receipts, invoices, deposits, bank statements, reconciliations, expense records, donor acknowledgments, contribution records, financial statements, and records supporting tax, charitable, or public-reporting filings: seven years after the close of the applicable fiscal year.

(D) Employment tax records: four years after the tax due date or payment date, whichever is later.

(E) Payroll records, wage records, time records, wage statements, and wage-deduction records: four years after creation, final payment, or the end of the applicable pay period, whichever is later.

(F) Personnel records, employment applications, hiring records, promotion records, discipline records, termination records, and employment referral records: four years after creation, receipt, employment action, or separation from employment, whichever is later.

(G) Form I-9 employment eligibility records: the later of three years after the date of hire or one year after employment ends.

(H) Workplace injury and illness records required by occupational safety law: five years after the end of the calendar year covered by the record.

(I) Contracts, leases, memoranda of understanding, vendor agreements, service agreements, insurance policies, grant agreements, and other binding instruments: seven years after expiration, termination, final payment, final report, closeout, or final dispute resolution, whichever is later.

(J) Records of restricted gifts, donor restrictions, grant restrictions, and charitable-use restrictions: seven years after final expenditure, satisfaction of the restriction, final report, closeout, or final dispute resolution, whichever is later.

(K) Records documenting compensation, reimbursement, excess benefit transaction review, conflict-of-interest review, interested transactions, and related Board or committee action: seven years after final action, payment, reimbursement, tax year, or final dispute resolution, whichever is later.

(L) Records documenting student assistance, scholarships, educational grants, awards, discounts, waivers, or comparable assistance administered by EducateONE at the organizational level: seven years after final award, denial, payment, closeout, or last related tax, grant, or reporting year, whichever is later.

(M) Records required for private-school federal tax-exemption nondiscrimination compliance, including records of racial composition, scholarship and loan nondiscrimination evidence, solicitation materials, and admissions, program, and financial-aid materials: three years, unless a longer period applies under this policy or another binding requirement.

(N) Property records, asset records, depreciation records, title records, purchase records, sale records, and disposition records: seven years after disposition of the property and close of the final related tax, audit, insurance, or reporting year.

(O) Claims, complaints, investigations, incidents, disputes, demands, subpoenas, audit records, insurance claims, and legal matter records: seven years after final resolution, unless a longer period is required by law, records hold, insurance requirement, legal counsel, or other binding obligation.

(P) Final versions of policies, guidelines, handbooks, major manuals, and formally adopted institutional standards: permanent or until superseded plus seven years, whichever is longer.

(Q) Drafts, notes, working papers, duplicate copies, convenience copies, transitory records, routine notices, scheduling messages, spam, and informal records not otherwise covered by this policy: when no longer useful, unless subject to a records hold or other binding retention requirement.

(f) Longer Applicable Period Controls.

(1) If more than one retention period applies to a record, EducateONE shall not destroy the record before the longest applicable period has expired.

(2) If applicable law, contract, grant condition, donor restriction, accreditation requirement, insurance requirement, institutional policy, legal counsel instruction, or Board directive requires a longer period than this policy, EducateONE shall follow the longer period.

(g) No Required Retention Beyond Applicable Period.

(1) Nothing in this policy requires EducateONE to retain records after the applicable retention period has expired unless continued retention is required by law, records hold, contract, grant condition, donor restriction, accreditation requirement, insurance requirement, institutional policy, operational need, legal counsel instruction, Board directive, or other binding obligation.

(2) The expiration of a retention period authorizes, but does not require, destruction of records.

(3) EducateONE may determine the method, timing, format, system, and procedure for lawful record destruction.

(h) Electronic Records.

(1) EducateONE shall not destroy, delete, overwrite, migrate, convert, or alter electronic records in a manner that prevents required retention, public inspection, audit review, legal preservation, or production when such retention, inspection, review, preservation, or production is required by law or binding obligation.

(2) EducateONE may use any lawful electronic record system, cloud system, database, backup process, archive method, conversion method, or storage format unless prohibited by law or binding obligation.

(i) Public Inspection Records.

(1) EducateONE shall not destroy records required to be made available for public inspection before the applicable public-inspection period has expired.

(2) EducateONE shall not destroy records required to support its recognition or maintenance of tax-exempt status before the applicable retention period has expired.

(j) Relationship to School and Institution Records.

(1) This policy does not establish a complete student-record, child-record, pupil-record, special-education-record, health-record, public-school-record, preschool-record, university-record, or jurisdiction-specific education-record schedule.

(2) Such records shall be governed by applicable law and any school-specific, institution-specific, program-specific, jurisdiction-specific, accreditation-specific, or funding-specific policy or schedule.

(3) EducateONE shall not destroy such records before the applicable school-specific, institution-specific, program-specific, jurisdiction-specific, accreditation-specific, funding-specific, or legally required retention period has expired.

(k) Responsibility.

(1) The Executive Director or designee may administer this policy.

(2) The Board of Directors may direct retention or destruction of corporate governance records, Board records, committee records, tax-exemption records, and other records within the Board’s authority.

(3) A person who is uncertain whether a record may be destroyed shall not destroy the record until the question is resolved by the Executive Director, legal counsel, the Board of Directors, or another authorized person.

(l) Interpretation.

(1) This policy shall be interpreted to prevent unlawful, premature, improper, or misleading destruction of records while preserving EducateONE’s maximum lawful discretion to determine how records are created, stored, retained, classified, converted, archived, migrated, and destroyed.

(2) This policy shall not be interpreted to require EducateONE to maintain records permanently unless permanent retention is expressly required by this policy or another binding requirement.

(3) If any provision of this policy is determined to be inconsistent with applicable law, the provision shall be interpreted or limited to the extent necessary to comply with law while preserving the maximum lawful discretion of EducateONE.
----Source Note

This policy was developed for EducateONE to establish minimum records-retention and destruction limits while preserving organizational flexibility. The structure, numbering, source-note placement, and drafting approach follow EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide. The policy is written primarily as a prohibition against premature or improper destruction of records, rather than as a comprehensive operational records-management procedure. Student-record details are intentionally reserved for school-specific, institution-specific, program-specific, jurisdiction-specific, accreditation-specific, and funding-specific policies.

References

Internal Revenue Code section 501(c)(3).

Internal Revenue Code section 6001.

Internal Revenue Code section 6104.

Internal Revenue Code section 6501.

Internal Revenue Code section 4958.

Treasury Regulation section 1.6001-1.

Treasury Regulation section 301.6104(d)-1.

Revenue Procedure 75-50.

IRS Form 1023 Instructions.

IRS Form 990 Instructions.

California Corporations Code section 6320.

California Corporations Code section 6333.

California Government Code section 12946.

California Labor Code section 226.

California Labor Code section 1174.

8 C.F.R. section 274a.2.

29 C.F.R. section 1904.33.

EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide.

Policies/EducateONE Organizational Policy § 9.1.00. Executive Compensation

Gibran Rahman — Sun, 19 Jul 2026 08:53:14 GMT

Created page with "= Article I. EducateONE Organizational Policies = == Chapter 9. Compensation, Reimbursement, and Excess Benefit Controls == == EducateONE Organizational Policy § 9.1.00. Executive Compensation. == (a) Policy and Purposes. (1) This is the policy of EducateONE with respect to the review and approval of compensation of its directors, officers, and executive employees. (2) It is the policy of EducateONE that all compensation paid by EducateONE, based upon a review of co..."

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= Article I. EducateONE Organizational Policies =

== Chapter 9. Compensation, Reimbursement, and Excess Benefit Controls ==

== EducateONE Organizational Policy § 9.1.00. Executive Compensation. ==
(a) Policy and Purposes.

(1) This is the policy of EducateONE with respect to the review and approval of compensation of its directors, officers, and executive employees.

(2) It is the policy of EducateONE that all compensation paid by EducateONE, based upon a review of comparability information, be fair and reasonable and not excessive.

(3) This policy is intended to supplement and/or implement state and federal laws governing executive compensation that are applicable to nonprofit organizations.

(b) Compensated Individuals Covered by Policy.

(1) This policy provides a procedure for the review and approval of the compensation of Compensated Individuals.

(2) For purposes of this policy, “Compensated Individuals” are:

(A) EducateONE’s directors, officers, Chief Executive Officer, Executive Director, Chief Operating Officer, Chief Financial Officer, Treasurer, General Counsel, and any person with equivalent powers, duties, or responsibilities;

(B) any other disqualified person defined in Internal Revenue Code section 4958; and

(C) officers and key employees whose compensation is or would be reportable on IRS Form 990 or Form 990-EZ.

(c) Governing Body.

(1) The Board of Directors, excluding any director with a conflict of interest with respect to the compensation arrangement at issue, shall approve the compensation of Compensated Individuals.

(2) For purposes of this policy, the Board of Directors acting under this section is referred to as the “Governing Body.”

(d) Approval by Persons Without a Conflict of Interest.

(1) Compensation of Compensated Individuals shall be approved by the Governing Body, provided that persons with a conflict of interest with respect to the compensation arrangement at issue are not involved.

(2) Members of the Governing Body do not have a conflict of interest if they:

(A) are not benefitting from or participating in the compensation arrangement or a family member of any such person;

(B) are not in an employment relationship subject to the direction or control of any person benefitting from or participating in the compensation arrangement;

(C) do not receive compensation or other payments subject to the approval of any person benefitting from or participating in the compensation arrangement;

(D) have no material financial interest affected by the compensation arrangement; and

(E) do not approve a transaction providing economic benefits to any person participating in the compensation arrangement, who in turn has or will approve a transaction providing economic benefits to the member.

(e) Use of Comparability Data.

(1) In reviewing and approving compensation, the Governing Body shall rely upon comparability data to affirmatively determine that the compensation of the Compensated Individual is reasonable to EducateONE based upon information sufficient to determine whether the value of services is the amount that would ordinarily be paid for like services by like enterprises, whether taxable or tax exempt, under like circumstances.

(2) Relevant information includes, but is not limited to:

(A) compensation levels paid by similarly situated organizations, both taxable and tax exempt, for functionally comparable positions;

(B) the availability of similar services in the geographic area of EducateONE;

(C) current compensation surveys compiled by independent firms; and

(D) actual written offers from similar organizations competing for the services of the Compensated Individual.

(3) If EducateONE has average annual gross receipts of less than $1 million for the prior three tax years, the Governing Body will be deemed to have obtained appropriate comparability information if it has information on compensation paid by three comparable organizations in the same or similar communities for similar services.

(f) Compensation to Be Considered by Governing Body.

(1) In determining whether the compensation paid to the Compensated Individual is reasonable, the Governing Body must take into account all benefits paid to the Compensated Individual by EducateONE.

(2) Such benefits include, but are not limited to:

(A) base salary;

(B) fees;

(C) bonuses;

(D) severance payments;

(E) retirement benefits;

(F) fringe benefits; and

(G) payments to welfare benefit plans, including plans providing medical, dental, life insurance, and disability benefits.

(g) Prohibited Excess Compensation and Parachute Payments.

(1) The Governing Body shall not approve:

(A) compensation to any individual in excess of $1 million for a taxable year, including compensation paid by any entity related to EducateONE;

(B) a payment to a highly compensated employee, as defined in Internal Revenue Code section 414(q), that is contingent on the employee’s involuntary separation from EducateONE and where the present value of the payment is equal to or exceeds an amount equal to three times the employee’s average taxable wages; or

(C) any compensation arrangement that would result in an excise tax under Internal Revenue Code section 4960.

(2) If the Governing Body is uncertain whether a proposed compensation arrangement would fall within this subdivision, the Governing Body shall consult with an attorney or tax professional before approving the arrangement.

(3) This subdivision may be amended by the Board of Directors if future circumstances warrant, but unless and until formally amended, the prohibitions in this subdivision shall apply.

(h) Recording Compensation Deliberations.

(1) The Governing Body shall contemporaneously document and maintain records with respect to the deliberations and decisions regarding the compensation arrangement.

(2) The documentation of the decision shall include:

(A) the terms of the compensation;

(B) the date approved;

(C) the names of the members of the Governing Body who were present during the discussion;

(D) the comparability data obtained and relied upon, and how it was obtained;

(E) any action taken with respect to consideration of the compensation by a member of the Governing Body who had a conflict of interest with respect to the compensation;

(F) results of the vote on the compensation arrangement, including approvals and rejections by each voting member;

(G) if the reasonable compensation is higher or lower than the range of comparability data obtained, the basis for the decision; and

(H) if the Governing Body consulted with an attorney or tax professional pursuant to subdivision (g), documentation that such consultation occurred and the Governing Body’s determination that the proposed arrangement does not violate subdivision (g).

(3) Such records of the deliberations and decisions shall be prepared before the later of the next meeting of the Governing Body or sixty days after the decision as to compensation was made.

(4) Such records shall be approved by the Governing Body as reasonable, accurate, and complete within a reasonable time period after preparation.

(i) Schedule of Compensation Deliberations.

(1) The Governing Body’s review and approval of compensation shall occur:

(A) initially upon hiring;

(B) whenever the term of employment, if any, is renewed or extended; and

(C) whenever the compensation is modified.

(2) Separate review and approval shall not be required if a modification of compensation extends to substantially all employees.
----Source Note

This policy is adapted from Public Counsel’s Community Development Project, Annotated Executive Compensation Policy, May 2022, including its “Form of Executive Compensation Policy for a California Nonprofit Public Benefit Corporation.” The annotations and explanatory endnotes have been omitted from this EducateONE draft.

Policies/EducateONE Organizational Policy § 2.9.00. Student Assistance Policy

Gibran Rahman — Sun, 19 Jul 2026 08:50:52 GMT

Created page with "= Article I. EducateONE Organizational Policies = == Chapter 2. Tax-Exempt Status, Charitable Limitations, and Private Benefit Restrictions == == EducateONE Organizational Policy § 2.9.00. Student Assistance Policy. == (a) Purpose. (1) In order to advance equal opportunity, individual merit, educational excellence, lawful standards, student access, and the charitable educational purposes of EducateONE, this policy authorizes EducateONE to provide student assistance i..."

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= Article I. EducateONE Organizational Policies =

== Chapter 2. Tax-Exempt Status, Charitable Limitations, and Private Benefit Restrictions ==

== EducateONE Organizational Policy § 2.9.00. Student Assistance Policy. ==
(a) Purpose.

(1) In order to advance equal opportunity, individual merit, educational excellence, lawful standards, student access, and the charitable educational purposes of EducateONE, this policy authorizes EducateONE to provide student assistance in any lawful form that EducateONE determines, in its discretion, supports educational access, participation, achievement, readiness, continuity, safety, family responsibility, or other mission-related purposes.

(2) Student assistance shall be administered according to applicable law and the principle that persons should be considered as individuals, based on lawful and mission-consistent considerations.

(3) Student assistance shall not be administered through unlawful discrimination, racial preference, identity-based entitlement, private inurement, impermissible private benefit, donor earmarking for specific individuals, conflicted control, or any other practice that would jeopardize EducateONE’s charitable, educational, or tax-exempt purposes.

(4) Nothing in this policy shall be interpreted to require EducateONE to use any single method, formula, category, priority, procedure, or selection model for student assistance unless such method, formula, category, priority, procedure, or selection model is required by applicable law, binding grant terms, donor restriction, contract, accreditation requirement, or separate EducateONE policy.

(b) Scope.

(1) This policy applies to student assistance provided by EducateONE, SchoolONE, PreschoolONE, UniversityONE, and any other controlled EducateONE institution, school, program, service, activity, or operation.

(2) For purposes of this policy, “student assistance” means any lawful assistance, support, benefit, aid, payment, waiver, reduction, service, item, or other thing of value provided to or for the benefit of a student, applicant, prospective student, enrolled learner, program participant, family, guardian, or other person within a charitable, educational, or mission-related class served by EducateONE.

(c) Discretion Preserved.

(1) EducateONE may provide student assistance when EducateONE determines, in its discretion, that the assistance advances EducateONE’s charitable, educational, student-support, access, participation, continuity, or mission-related purposes.

(2) EducateONE may consider any lawful and mission-consistent basis for student assistance.

(3) EducateONE is not required to use the same basis, process, amount, condition, duration, priority, or form of assistance for every student, program, institution, funding source, or circumstance.

(4) EducateONE may approve individualized assistance when doing so is lawful, mission-consistent, and not prohibited by this policy.

(d) Charitable and Educational Class.

(1) Student assistance shall be administered for the benefit of a charitable, educational, or mission-related class served by EducateONE.

(2) EducateONE shall not establish or administer student assistance merely to benefit one or more pre-selected individuals for noncharitable private purposes.

(3) Nothing in this policy prohibits EducateONE from providing assistance to a specific individual when EducateONE determines that the assistance furthers EducateONE’s charitable, educational, student-support, access, participation, continuity, or mission-related purposes and is not otherwise prohibited by this policy.

(e) Prohibited Practices.

(1) EducateONE shall not provide, approve, administer, or continue student assistance in a manner that:

(A) results in private inurement;

(B) creates impermissible private benefit;

(C) creates an excess benefit transaction;

(D) is controlled by a donor for the benefit of a specific individual selected by the donor;

(E) is controlled by a conflicted person for the direct or indirect private benefit of that person or a related person;

(F) is administered through unlawful discrimination, unlawful racial preference, unlawful quota, unlawful racial balancing, identity-based entitlement, or other unlawful preference;

(G) is unrelated to EducateONE’s charitable, educational, student-support, access, participation, continuity, or mission-related purposes;

(H) is used as disguised compensation, a rebate, a kickback, a refund, an improper inducement, or an improper private benefit; or

(I) otherwise jeopardizes EducateONE’s charitable, educational, or tax-exempt purposes.

(f) Donor Control.

(1) EducateONE may accept donor-restricted contributions for student assistance when the restriction is lawful, charitable, educational, mission-consistent, and consistent with this policy.

(2) EducateONE shall retain discretion and control over student assistance funds.

(3) EducateONE shall not accept or administer a contribution that requires student assistance to be provided to a specific individual selected by the donor.

(4) A donor recommendation regarding a potential recipient is nonbinding and shall not be treated as a condition of the donor’s contribution.

(g) Conflicts of Interest.

(1) Student assistance decisions shall be administered consistently with EducateONE Organizational Policy § 8.1.00. Conflict of Interest Policy.

(2) A person with a conflict of interest shall not control or approve student assistance that would provide a direct or indirect private benefit to that person or a related person.

(3) The existence of a relationship between a potential recipient and a director, officer, employee, donor, contractor, volunteer, or other person connected to EducateONE does not automatically prohibit assistance if the conflict is disclosed, the conflicted person does not control or approve the assistance, and the assistance is otherwise lawful and consistent with this policy.

(h) No Entitlement Created.

(1) This policy does not create any right or entitlement to student assistance.

(2) EducateONE retains discretion to approve, deny, modify, reduce, suspend, discontinue, renew, condition, or decline student assistance, unless otherwise required by applicable law, binding grant terms, contract, donor restriction, or separate EducateONE policy.

(3) Prior approval of student assistance does not create a right to future assistance.

(i) Records.

(1) EducateONE shall maintain records reasonably sufficient to document that student assistance was approved for a lawful charitable, educational, student-support, access, participation, continuity, or mission-related purpose.

(2) Records shall be maintained in accordance with EducateONE’s records-retention practices and any applicable law, grant term, contract term, donor restriction, accreditation requirement, or program requirement.

(j) Relationship to Other Requirements.

(1) This policy supplements and does not replace any applicable law, grant requirement, contract requirement, donor restriction, accreditation requirement, program rule, financial-control policy, conflict-of-interest policy, nondiscrimination policy, school policy, or institution-specific policy.

(2) If another binding requirement imposes stricter requirements on a specific student assistance fund, program, award, recipient, school, institution, or activity, EducateONE shall comply with the stricter requirement for that specific fund, program, award, recipient, school, institution, or activity.

(k) Interpretation.

(1) This policy shall be interpreted broadly to preserve EducateONE’s ability to provide lawful, innovative, mission-consistent student assistance while maintaining compliance with applicable charitable, educational, tax-exempt, nondiscrimination, private-benefit, conflict-of-interest, donor-restriction, and recordkeeping requirements.

(2) Nothing in this policy shall be interpreted to prohibit EducateONE from providing assistance that is lawful, charitable, educational, mission-consistent, and not otherwise prohibited by this policy.

(3) If any provision of this policy is determined to be inconsistent with applicable law, the provision shall be interpreted or limited to the extent necessary to comply with law while preserving the maximum lawful discretion of EducateONE.
----Source Note

This policy was developed for EducateONE to establish broad authority and legal guardrails for student assistance while preserving institutional flexibility. The structure, numbering, source-note placement, and drafting approach follow EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide. The purpose language is adapted from EducateONE Organizational Policy § 2.8.00. Non-Discrimination Policy. The conflict provisions are aligned with EducateONE Organizational Policy § 8.1.00. Conflict of Interest Policy. This policy is also informed by IRS Form 1023 Schedule H guidance concerning scholarships, fellowships, educational loans, and other educational grants to individuals; IRS guidance concerning individual grants and private benefit; federal civil-rights principles concerning merit, equal opportunity, and unlawful discrimination; and federal education guidance concerning racial preferences in scholarships and other educational programs.

References

Internal Revenue Code section 501(c)(3).

Internal Revenue Code section 4958.

Internal Revenue Code section 4945(g).

Treasury Regulation section 53.4945-4.

IRS Form 1023, Schedule H, Organizations Providing Scholarships, Fellowships, Educational Loans, or Other Educational Grants to Individuals and Private Foundations Requesting Advance Approval of Individual Grant Procedures.

IRS, IRC Section 4945(g) Individual Grants.

Executive Order 14173, Ending Illegal Discrimination and Restoring Merit-Based Opportunity.

Executive Order 14281, Restoring Equality of Opportunity and Meritocracy.

U.S. Department of Education, Dear Colleague Letter: Title VI of the Civil Rights Act in Light of Students for Fair Admissions v. Harvard, February 14, 2025.

EducateONE Organizational Policy § 2.8.00. Non-Discrimination Policy.

EducateONE Organizational Policy § 8.1.00. Conflict of Interest Policy.

EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide.

Policies/EducateONE Organizational Policy § 2.8.00. Non-Discrimination Policy

Gibran Rahman — Sun, 19 Jul 2026 08:48:08 GMT

Created page with "= Article I. EducateONE Organizational Policies = == Chapter 2. Tax-Exempt Status, Charitable Limitations, and Private Benefit Restrictions == == EducateONE Organizational Policy § 2.8.00. Non-Discrimination Policy == (a) Purpose. (1) In order to advance equal opportunity, individual merit, lawful standards, and the charitable educational purposes of EducateONE, this policy shall be administered according to applicable law and the principle that persons should be jud..."

New page

Main Page

Jacob.Walker — Sat, 18 Jul 2026 22:56:13 GMT

Our Programs

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	SchoolONE and EducateONE more broadly has multiple programs that may seem divergent from each other, yet all are working to build a holistic system to improve the world.		SchoolONE and EducateONE more broadly has multiple programs that may seem divergent from each other, yet all are working to build a holistic system to improve the world.
	* [[Bright Futures for Rohingya Refugees]]—Supporting those in most need with the services that will '''keep them alive''' along with the education that will allow them to '''thrive'''.		* [[Bright Futures for Rohingya Refugees]]—Supporting those in most need with the services that will '''keep them alive''' along with the education that will allow them to '''thrive'''.
	* [[AI Developer Diploma]] Alpha Cohort—An invitation-only program for students to earn a California High School Diploma focused on AI Development		* [[AI Developer Diploma]] Alpha Cohort—An invitation-only program for students to earn a California High School Diploma focused on AI Development.
			* [[Actually Useful AI Training]]—Short professional development sessions to make AI actually useful.
	* [[Master Educator]]—A post-graduate level program for our volunteer educators to earn Master Educator, NBPTS, and CHEP certifications.		* [[Master Educator]]—A post-graduate level program for our volunteer educators to earn Master Educator, NBPTS, and CHEP certifications.
	* [[~~Actually Useful AI Training~~]]~~—Short professional development sessions~~ to ~~make AI actually useful~~.		* [[Homeless Prevention Short-Term Microloans]]—Instead of putting most of our money in a bank, we use it to keep people from being homeless and from being preyed upon by "payday lenders".
	*[[Digitools Diploma]] for Developing Economies—Quality Technical Secondary Education and Software for less than the the cost of Netflix(tm) '''(Coming Soon!)'''		* [[Learning Gap Private Tutoring]]—[[Master Educator]]s providing low-cost or free private tutoring for at-risk American kids.
			* [[Digitools Diploma]] for Developing Economies—Quality Technical Secondary Education and Software for less than the the cost of Netflix(tm) '''(Coming Soon!)'''

	== For Existing Participants ==		== For Existing Participants ==

Actually Useful AI Training

Jacob.Walker — Sat, 18 Jul 2026 22:45:32 GMT

Initial page

New page

Actually Useful AI Training is professional development to take the confusing and changing world of AI and make it work for you.

Main Page

Jacob.Walker — Sat, 18 Jul 2026 22:40:35 GMT

Our Programs

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	=== Our Programs ===		=== Our Programs ===
	SchoolONE and EducateONE more broadly has multiple programs that may seem divergent from each other, yet all are working to build a holistic system to improve the world.		SchoolONE and EducateONE more broadly has multiple programs that may seem divergent from each other, yet all are working to build a holistic system to improve the world.
	* [[~~Demeaned to Dignity~~]]—Supporting those in most need with the services that will '''keep them alive''' along with the education that will allow them to '''thrive'''.		* [[Bright Futures for Rohingya Refugees]]—Supporting those in most need with the services that will '''keep them alive''' along with the education that will allow them to '''thrive'''.
	* [[AI Developer Diploma]] Alpha Cohort—An invitation-only program for students to earn a California High School Diploma focused on AI Development		* [[AI Developer Diploma]] Alpha Cohort—An invitation-only program for students to earn a California High School Diploma focused on AI Development
	* [[Master Educator]]—A post-graduate level program for our volunteer educators to earn Master Educator, NBPTS, and CHEP certifications.		* [[Master Educator]]—A post-graduate level program for our volunteer educators to earn Master Educator, NBPTS, and CHEP certifications.

Demeaned to Dignity

Jacob.Walker — Sat, 18 Jul 2026 22:36:39 GMT

Jacob Walker moved page Demeaned to Dignity to Bright Futures for Rohingya Refugees Changing Program Name

New page

Our Demeaned to Dignity program is more than a learning stack. It is a full wrap-around program that supports kids and young adults in the most need with the services that will keep them alive along with the education that will allow them to thrive. Specifically we are targeting kids who are at extreme risk of becoming involved in crime, prostitution, or being a victim of human trafficking.

We are now starting to work with [https://kfh.org/about/ Koinonia Family Services] to bring personalized training and mentorship to California foster children who are most at-risk. Where the wrap-around services are already being provided by Koinonia, and we provide our innovative education on a personalized scale.

We also are serving girls in the Rohingya refugee camps in Bangladesh. After fleeing genocide in Myanmar, they sought refuge in Bangladesh and India. But the camps they are in are basically internment camps, where they cannot leave, cannot legally work, and have no citizenship from any country, so they are stuck in a stateless limbo. This leaves very few options for them, but one that unfortunately too many girls feel they must take, is to "sell their bodies". Although, to be clear, this is basically putting themselves up to be raped daily because they feel they have no other options.

Our work is stopping these young girls from being demeaned, and instead supporting them to learn education that can provide them remote work from within the camps using the smartphones that are available. Further, they are learning a full high school curriculum so they can earn a high school diploma from Global SchoolONE, a California private school.

Main Page

Jacob.Walker — Sat, 18 Jul 2026 22:35:10 GMT

Learning Stacks

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	* '''We embrace AI'''... But we don't outsource our thinking to it		* '''We embrace AI'''... But we don't outsource our thinking to it

	== ~~Learning Stacks~~ ==		=== Our Programs ===
	~~While we have our 3 main directions for life trajectories~~, ~~the specific learning stacks~~ to ~~get there are specialized based on the needs of the type of student:~~		SchoolONE and EducateONE more broadly has multiple programs that may seem divergent from each other, yet all are working to build a holistic system to improve the world.

	* [[Family Enterprise Education]]—Professional parents educating the next generation to ~~continue~~ the ~~family legacy~~
	* [[Demeaned to Dignity]]—Supporting those in most need with the services that will '''keep them alive''' along with the education that will allow them to '''thrive'''.		* [[Demeaned to Dignity]]—Supporting those in most need with the services that will '''keep them alive''' along with the education that will allow them to '''thrive'''.
	* [[AI Developer Diploma]] Alpha Cohort—An invitation-only program for students to earn a California High School Diploma focused on AI Development		* [[AI Developer Diploma]] Alpha Cohort—An invitation-only program for students to earn a California High School Diploma focused on AI Development

About

Jacob.Walker — Sat, 18 Jul 2026 22:27:50 GMT

Our Strategic Plan

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	Global SchoolONE and EducateONE, more broadly, doesn't have a clean "start date" as an idea. It could be when [[User:Jacob.Walker\|Jacob Walker]] was pulled out of "school" and took a 3-month trip around the United States, seeing many historic sites and museums, going through the Capital and Whitehouse, and visiting three different space centers, including having a "mini space camp" at Kennedy Space Center. Because previous to that trip he was considered one of the slower kids in class, while afterwards, he was the "smart kid". It could have been at Del Oro High School, where he had some truly amazing teachers, that he not only learned the subjects from, but saw how they facilitated learning in different ways. It might have been from when he co-founded an Internet provider, and realized that the technical support he was providing was really a teaching role. But It honestly was when Jacob started teaching in adult education, with a mastery learning method, he realized how much better education could be. And later, when he was asked to write educational content standards for the State of California, and saw that this process was not nearly as rigorous as one might think, he knew that education didn't need just reform, but a full rethink from the ground up.		Global SchoolONE and EducateONE, more broadly, doesn't have a clean "start date" as an idea. It could be when [[User:Jacob.Walker\|Jacob Walker]] was pulled out of "school" and took a 3-month trip around the United States, seeing many historic sites and museums, going through the Capital and Whitehouse, and visiting three different space centers, including having a "mini space camp" at Kennedy Space Center. Because previous to that trip he was considered one of the slower kids in class, while afterwards, he was the "smart kid". It could have been at Del Oro High School, where he had some truly amazing teachers, that he not only learned the subjects from, but saw how they facilitated learning in different ways. It might have been from when he co-founded an Internet provider, and realized that the technical support he was providing was really a teaching role. But It honestly was when Jacob started teaching in adult education, with a mastery learning method, he realized how much better education could be. And later, when he was asked to write educational content standards for the State of California, and saw that this process was not nearly as rigorous as one might think, he knew that education didn't need just reform, but a full rethink from the ground up.

	== Our ~~Philosophy~~ ==		== Our Strategic Plan ==
			Most organizations have a roadmap and call it a "Strategic Plan". True strategy is based on following principles that lead to success. So while we will have roadmaps when there is enough certainty to know there is a sufficient probability that things will happen mostly as planned, this is instead the strategies we follow to reach our success with or without a roadmap:

			# '''More Effect for the Effort''': EducateONE always works to gain greater social value for the resources used, by setting up systems where truly the sum is greater than its parts.
			# '''Extreme-Agile Flow of Play Project "Management"''': Traditional organizations use a "waterfall" method of project management, which fail when there is too much epistemic uncertainty. This is why agile methods like Scrum were devised. But even these methods struggle in today's extreme uncertainty and change where the world can change literally before a sprint finishes. So we use methods more akin to Association Football than Rugby, to handle this continual fluidity of the environment.
			# '''Deming's Continual Improvement''': Once systems are built, they will become outdated compared to newer competition if we do not actively work to improve our systems each day.

Policies/EducateONE Organizational Policy § 8.1.00. Conflict of Interest Policy

Gibran Rahman — Sat, 18 Jul 2026 19:52:04 GMT

Created page with "= Article I. EducateONE Organizational Policies = == Chapter 8. Conflicts of Interest, Interested Transactions, and Duty of Loyalty == == EducateONE Organizational Policy § 8.1.00. Conflict of Interest Policy. == (a) '''Corporate Status.''' (1) EducateONE is a California nonprofit public benefit corporation. (b) '''Purpose.''' (1) The purpose of the conflict of interest policy is to protect EducateONE's interest when it is contemplating entering into a transaction..."

New page

= Article I. EducateONE Organizational Policies =

== Chapter 8. Conflicts of Interest, Interested Transactions, and Duty of Loyalty ==

== EducateONE Organizational Policy § 8.1.00. Conflict of Interest Policy. ==
(a) '''Corporate Status.'''

(1) EducateONE is a California nonprofit public benefit corporation.

(b) '''Purpose.'''

(1) The purpose of the conflict of interest policy is to protect EducateONE's interest when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer or director of EducateONE or might result in a possible excess benefit transaction.

(2) This policy is intended to supplement but not replace any applicable state and federal laws governing conflict of interest applicable to nonprofit and charitable organizations.

(c) '''Definitions.'''

(1) '''Interested Person.'''

(A) Any director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, as defined below, is an interested person.

(2) '''Financial Interest.'''

(A) A person has a financial interest if the person has, directly or indirectly, through business, investment, or family:

(i) an ownership or investment interest in any entity with which EducateONE has a transaction or arrangement;

(ii) a compensation arrangement with EducateONE or with any entity or individual with which EducateONE has a transaction or arrangement; or

(iii) a potential ownership or investment interest in, or compensation arrangement with, any entity or individual with which EducateONE is negotiating a transaction or arrangement.

(B) Compensation includes direct and indirect remuneration as well as gifts or favors that aren’t insubstantial.

(C) A financial interest isn’t necessarily a conflict of interest.

(D) Under subdivision (d)(2), a person who has a financial interest may have a conflict of interest only if the appropriate governing board or committee decides that a conflict of interest exists.

(d) '''Procedures.'''

(1) '''Duty to Disclose.'''

(A) In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement.

(2) '''Determining Whether a Conflict of Interest Exists.'''

(A) After disclosure of the financial interest and all material facts, and after any discussion with them, the interested persons shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon.

(B) The remaining board or committee members shall decide if a conflict of interest exists.

(3) '''Procedures for Addressing the Conflict of Interest.'''

(A) An interested person may make a presentation at the governing board or committee meeting, but after the presentation, they shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest.

(B) The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement.

(C) After exercising due diligence, the governing board or committee shall determine whether EducateONE can obtain, with reasonable efforts, a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest.

(D) If a more advantageous transaction or arrangement isn’t reasonably possible under circumstances not producing a conflict of interest, the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in EducateONE's best interest, for its own benefit, and whether it is fair and reasonable.

(E) In conformity with the above determination, it shall make its decision as to whether to enter into the transaction or arrangement.

(4) '''Violations of the Conflict of Interest Policy.'''

(A) If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose.

(B) If, after hearing the member's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

(e) '''Records of Proceedings.'''

(1) The minutes of the governing board and all committees with board delegated powers shall contain:

(A) the names of the persons who disclosed or otherwise were found to have a financial interest in connection with an actual or possible conflict of interest;

(B) the nature of the financial interest;

(C) any action taken to determine whether a conflict of interest was present;

(D) the governing board's or committee's decision as to whether a conflict of interest in fact existed;

(E) the names of the persons who were present for discussions and votes relating to the transaction or arrangement;

(F) the content of the discussion, including any alternatives to the proposed transaction or arrangement; and

(G) a record of any votes taken in connection with the proceedings.

(f) '''Compensation.'''

(1) A voting member of the governing board who receives compensation, directly or indirectly, from EducateONE for services is precluded from voting on matters pertaining to that member's compensation.

(2) A voting member of any committee whose jurisdiction includes compensation matters and who receives compensation, directly or indirectly, from EducateONE for services is precluded from voting on matters pertaining to that member's compensation.

(3) No voting member of the governing board or any committee whose jurisdiction includes compensation matters and who receives compensation, directly or indirectly, from EducateONE, either individually or collectively, is prohibited from providing information to any committee regarding compensation.

(g) '''Annual Statements.'''

(1) Each director, principal officer, and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person:

(A) has received a copy of the conflict of interest policy;

(B) has read and understands the policy;

(C) has agreed to comply with the policy; and

(D) understands EducateONE is charitable and in order to maintain its federal tax exemption it must engage primarily in activities that accomplish one or more of its tax-exempt purposes.

(h) '''Periodic Reviews.'''

(1) To ensure EducateONE operates in a manner consistent with charitable purposes, and doesn't engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted.

(2) The periodic reviews shall, at a minimum, include the following subjects:

(A) whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm's length bargaining; and

(B) whether partnerships, joint ventures, and arrangements with management organizations conform to EducateONE's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and don't result in inurement, impermissible private benefit, or in an excess benefit transaction.

(i) '''Use of Outside Experts.'''

(1) When conducting the periodic reviews, as provided for in subdivision (h), EducateONE may, but need not, use outside advisors.

(2) If outside experts are used, their use shall not relieve the governing board of its responsibility for ensuring periodic reviews are conducted.
----'''Source Note'''

This policy is adapted from the IRS Appendix A sample conflict of interest policy for Form 1023, with hospital-specific provisions omitted because they do not apply to EducateONE. It has been converted to the EducateONE policy numbering and formatting standard.

User:Gibran Rahman

Gibran Rahman — Sat, 18 Jul 2026 18:57:33 GMT

Fixed some typos.

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	~~Lead~~ Intern at ~~EducatiOn~~ and Executive Assistant to the Principal~~, based in Bangladesh. Dedicated to operational excellence, leadership development, and supporting institutional growth through high-level administrative management~~.		13 years old from Bangladesh, lead Intern at EducateOne and Executive Assistant to the Principal.
	----		----

User:Gibran Rahman

Gibran Rahman — Sat, 18 Jul 2026 18:56:10 GMT

I wrote about myself.

New page

Lead Intern at EducatiOn and Executive Assistant to the Principal, based in Bangladesh. Dedicated to operational excellence, leadership development, and supporting institutional growth through high-level administrative management.
----

Policies/EducateONE Organizational Policy § 12.8.00. Fundraising and Charitable Solicitation Compliance Policy

Jacob.Walker — Fri, 17 Jul 2026 00:52:01 GMT

Initial Draft Policy

New page

Version: 2026-07-12 draft.

= Article I. EducateONE Organizational Policies =

== Chapter 12. Finance, Accounting, Internal Controls, Banking, and Gifts ==

== EducateONE Organizational Policy § 12.8.00. Fundraising and Charitable Solicitation Compliance Policy. ==
(a) Purpose.

(1) In order to advance EducateONE’s charitable, educational, and institutional purposes through lawful fundraising, this policy establishes standards for fundraising, charitable solicitation, donor communications, fundraising oversight, third-party fundraising activity, fundraising compensation, donor information, and related compliance.

(2) This policy is intended to help ensure that fundraising and solicitation activities conducted for or on behalf of EducateONE are accurate, truthful, lawful, mission-consistent, and consistent with EducateONE’s tax-exempt and charitable purposes.

(3) This policy is intended to supplement and does not replace any applicable federal, state, or local charitable-solicitation, fundraising, tax-exempt, consumer-protection, donor-restriction, registration, reporting, contract, or professional-fundraiser requirement.

(b) Scope.

(1) This policy applies to fundraising and charitable-solicitation activity conducted by EducateONE and any controlled EducateONE institution, school, program, service, activity, or operation.

(2) This policy applies to fundraising and solicitation activity conducted by directors, officers, employees, contractors, volunteers, agents, professional fundraisers, fundraising counsel, commercial co-venturers, vendors, consultants, or other persons acting for or on behalf of EducateONE.

(3) For purposes of this policy, “fundraising” or “solicitation” means any request, appeal, campaign, event, communication, publication, online activity, grant request, sponsorship request, donor communication, or other effort to obtain charitable contributions, donations, grants, gifts, pledges, sponsorships, goods, services, or other support for EducateONE or its controlled institutions, programs, services, activities, or operations.

(c) Fundraising Oversight.

(1) The Executive Director or designee shall supervise, coordinate, and direct fundraising activity conducted for or on behalf of EducateONE.

(2) The Board of Directors or a committee designated by the Board may periodically review fundraising activity, charitable-solicitation practices, fundraising compliance, donor restrictions, professional fundraising arrangements, and related matters.

(3) EducateONE may establish procedures, forms, review processes, donor records, campaign approvals, fundraising controls, and other administrative practices to implement this policy.

(d) Compliance With Law.

(1) Fundraising and solicitation activities conducted for or on behalf of EducateONE shall comply with applicable federal, state, and local legal requirements.

(2) EducateONE shall comply with charitable-solicitation registration, exemption, notice, reporting, contract, professional-fundraiser, commercial co-venture, donor-acknowledgment, substantiation, tax-exempt, and other fundraising requirements when such requirements apply.

(3) EducateONE shall not knowingly authorize, conduct, or continue fundraising or solicitation activity in a jurisdiction, format, campaign, event, or arrangement when EducateONE knows that the activity is prohibited, materially misleading, unauthorized, or legally noncompliant.

(4) If a fundraising activity involves a state registration, charitable-solicitation filing, professional-fundraiser registration, fundraising counsel registration, commercial co-venture requirement, raffle or gaming requirement, event permit, tax filing, or other legal requirement, EducateONE shall address the requirement before proceeding or continuing the activity.

(e) Accuracy and Truthfulness.

(1) Fundraising and solicitation materials shall be truthful, accurate, and not materially misleading.

(2) EducateONE shall not knowingly use fundraising or solicitation materials that contain:

(A) false statements;

(B) materially misleading statements;

(C) material omissions;

(D) deceptive descriptions of EducateONE, its institutions, programs, services, activities, status, approvals, accreditation, outcomes, finances, donor restrictions, or use of funds;

(E) exaggerated or unsupported claims;

(F) misleading photographs, images, testimonials, stories, examples, statistics, or descriptions; or

(G) unrealistic or misleading expectations about what a donor’s contribution will accomplish.

(3) Fundraising materials should describe the purpose, intended use, restriction, campaign, program, institution, or activity supported by a contribution with reasonable accuracy under the circumstances.

(4) The Executive Director or designee may require review of fundraising or solicitation materials before publication, distribution, posting, transmission, or use.

(f) Donor Intent and Restricted Gifts.

(1) EducateONE shall use donor-restricted contributions consistently with lawful donor restrictions accepted by EducateONE.

(2) EducateONE shall not accept a donor restriction that is unlawful, impossible to administer, inconsistent with EducateONE’s charitable or educational purposes, inconsistent with tax-exempt requirements, or inconsistent with a separate EducateONE policy.

(3) EducateONE shall retain discretion and control over charitable funds and shall not accept or administer a contribution in a manner that results in private inurement, impermissible private benefit, donor control over a specific individual recipient, unlawful discrimination, or another practice that would jeopardize EducateONE’s charitable, educational, or tax-exempt purposes.

(4) Contributions subject to donor restrictions shall be recorded and administered in a manner reasonably sufficient to identify and honor the accepted restriction.

(g) Third-Party Fundraising.

(1) No unaffiliated third party may solicit contributions on behalf of EducateONE without written authorization from the Executive Director or designee.

(2) EducateONE may require any third party authorized to solicit contributions for or on behalf of EducateONE to enter into a written agreement.

(3) A third-party fundraising agreement may address, as applicable:

(A) scope of authority;

(B) campaign purpose;

(C) approved representations;

(D) custody and transfer of funds;

(E) donor information;

(F) expenses and compensation;

(G) registration, licensing, and filing responsibilities;

(H) records and reporting;

(I) use of EducateONE’s name, marks, materials, or public identity;

(J) confidentiality;

(K) donor restrictions;

(L) termination; and

(M) any other lawful condition EducateONE determines appropriate.

(4) EducateONE may deny, suspend, revoke, limit, or condition any authorization for third-party fundraising.

(h) Fundraising Compensation.

(1) EducateONE shall not pay fundraising compensation that is unreasonable, excessive, or inconsistent with EducateONE’s charitable purposes.

(2) Any fundraising compensation based in whole or in part on amounts raised must be approved in writing and structured to avoid private inurement, impermissible private benefit, or unreasonable compensation.

(3) Fundraising compensation arrangements may be reviewed under EducateONE’s conflict-of-interest, executive-compensation, financial-control, contract, and records-retention policies when applicable.

(4) Nothing in this policy requires EducateONE to approve any commission-based, percentage-based, bonus-based, incentive-based, or contingent fundraising compensation arrangement.

(i) Donor Information and Privacy.

(1) EducateONE shall protect donor information and shall not sell or trade donor names or contact information, except as required by law, authorized by the donor, or reasonably necessary for lawful fundraising, donation processing, accounting, reporting, legal compliance, or institutional operations.

(2) EducateONE may use donor information for lawful charitable, educational, fundraising, donor-relations, accounting, reporting, compliance, and institutional purposes.

(3) EducateONE may disclose donor information when disclosure is required by law, required by a filing or reporting obligation, authorized by the donor, necessary to process or administer a contribution, necessary to maintain records, necessary to obtain professional services, or otherwise lawful and consistent with this policy.

(4) EducateONE shall not knowingly use donor information in a manner that is materially misleading, unlawful, or inconsistent with a donor restriction accepted by EducateONE.

(j) Donor Pressure and Donor Hardship.

(1) Fundraising activity conducted for or on behalf of EducateONE shall not knowingly use coercion, deception, harassment, intimidation, or materially misleading pressure to obtain contributions.

(2) EducateONE shall not knowingly solicit or accept a contribution under circumstances where EducateONE knows that acceptance of the contribution would impose an unreasonable hardship on the donor.

(3) Nothing in this subdivision requires EducateONE to investigate a donor’s personal finances unless facts known to EducateONE indicate that a contribution may involve coercion, incapacity, exploitation, fraud, undue influence, or other material concern.

(k) Use of Name, Marks, and Identity.

(1) EducateONE’s name, marks, branding, public identity, institutional names, program names, school names, logos, materials, donor communications, solicitation materials, and public representations may be used for fundraising only as authorized by EducateONE.

(2) A person may not represent that the person is fundraising for or on behalf of EducateONE unless EducateONE has authorized the representation.

(3) EducateONE may require correction, withdrawal, removal, or discontinuation of any unauthorized, inaccurate, misleading, or noncompliant fundraising representation.

(l) Records.

(1) EducateONE shall maintain fundraising and solicitation records reasonably sufficient to document compliance with this policy and any applicable law, filing requirement, donor restriction, contract, registration, professional-fundraiser requirement, accounting requirement, tax requirement, or reporting requirement.

(2) Fundraising records may include, as applicable:

(A) campaign materials;

(B) solicitation materials;

(C) donor restrictions;

(D) donor acknowledgments;

(E) contribution records;

(F) registration and exemption filings;

(G) professional fundraising agreements;

(H) commercial co-venture agreements;

(I) grant agreements;

(J) sponsorship agreements;

(K) fundraising event records;

(L) records of funds received and expenses paid;

(M) records of third-party authorization;

(N) records of fundraising compensation approval; and

(O) related compliance records.

(3) Records shall be maintained in accordance with EducateONE’s records-retention policy and any applicable law, contract, grant term, donor restriction, filing requirement, or other binding obligation.

(m) Relationship to Other Policies.

(1) This policy supplements and does not replace EducateONE’s policies concerning financial management, internal controls, conflicts of interest, executive compensation, records retention, public inspection, student assistance, nondiscrimination, international restricted-party compliance, contracts, donor-restricted gifts, or other applicable matters.

(2) If another EducateONE policy imposes a stricter requirement for a specific fundraising activity, donor restriction, contribution, contract, transaction, person, campaign, school, program, institution, or jurisdiction, EducateONE shall comply with the stricter requirement for that specific matter.

(n) Interpretation.

(1) This policy shall be interpreted to preserve EducateONE’s lawful ability to fundraise creatively, effectively, and flexibly while maintaining compliance with charitable-solicitation, donor-protection, tax-exempt, private-benefit, financial-control, donor-restriction, and recordkeeping requirements.

(2) Nothing in this policy shall be interpreted to prohibit EducateONE from conducting any lawful fundraising, solicitation, donor-relations, grant-seeking, sponsorship, event, campaign, online giving, or charitable-development activity that is consistent with EducateONE’s charitable and educational purposes.

(3) If any provision of this policy is determined to be inconsistent with applicable law, the provision shall be interpreted or limited to the extent necessary to comply with law while preserving the maximum lawful discretion of EducateONE.
----Source Note

This policy is adapted from Public Counsel’s Community Development Project, Form 990 Series — Fundraising Policy and Memorandum, including its sample fundraising policy for California nonprofits. The policy has been modified for EducateONE’s organizational structure, fundraising oversight model, donor-information approach, compensation flexibility, policy numbering, source-note placement, and drafting style.

References

Internal Revenue Code section 501(c)(3).

Internal Revenue Code section 4958.

Internal Revenue Code section 6115.

Internal Revenue Code section 170(f)(8).

California Government Code sections 12580 et seq.

California Business and Professions Code sections 17510 et seq.

California Code of Regulations, title 11, sections 300 et seq.

IRS Form 990, Part VI, Section B.

IRS Form 990, Schedule G.

EducateONE Organizational Policy § 8.1.00. Conflict of Interest Policy.

EducateONE Organizational Policy § 9.1.00. Executive Compensation.

EducateONE Organizational Policy § 11.6.00. Records Retention and Destruction.

EducateONE Organizational Policy § 12.1.00. Financial Management and Controls.

EducateONE Organizational Policy § 12.6.00. International Restricted-Party and Cross-Border Compliance Policy.

EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide.

Policies/SchoolONE Policy § 1.6.00. Accountability and Compliance

Jacob.Walker — Fri, 17 Jul 2026 00:48:07 GMT

Initial Draft Policy

New page

Policies/EducateONE Organizational Policy § 11.9.00. Demographic Information Collection and Confidentiality

Jacob.Walker — Fri, 17 Jul 2026 00:45:34 GMT

Initial Draft Policy

New page

Version: 2026-07-12 draft.

= Article I. EducateONE Organizational Policies =

== Chapter 11. Corporate Records, Minutes, Reports, and Inspection Rights ==

== EducateONE Organizational Policy § 11.9.00. Demographic Information Collection and Confidentiality. ==
(a) Purpose.

(1) In order to understand the persons and communities EducateONE serves, fulfill legal and regulatory requirements, support institutional planning, and evaluate access and participation, EducateONE may collect demographic information in accordance with this policy.

(2) Demographic information shall be collected and used in a manner that respects individual privacy, avoids unnecessary classification, and preserves EducateONE’s ability to comply with specific legal and regulatory requirements.

(b) Scope.

(1) This policy applies to demographic information collected by EducateONE and its controlled institutions, schools, programs, services, activities, and operations.

(2) Demographic information collected under this policy is self-reported unless a specific legal or regulatory requirement requires another method.

(3) Information collected for demographic purposes does not, by itself, establish eligibility for admission, employment, assistance, accommodations, services, benefits, or any other institutional determination.

(c) Race and Ethnicity.

(1) Unless specific regulatory compliance requires another method, a person answering a question concerning race or ethnicity shall be permitted to write in the race and/or ethnicity with which the person identifies.

(2) EducateONE shall not establish a general list of racial or ethnic groups for demographic self-identification.

(3) When a specific legal or regulatory requirement requires predefined racial or ethnic categories, EducateONE may collect or classify only the additional information reasonably necessary to satisfy that requirement.

(4) EducateONE may use reported race and ethnicity information to determine and document aggregate racial composition.

(d) Gender.

(1) EducateONE shall use the following gender classifications:

(A) Female;

(B) Male;

(C) Non-binary;

(D) Trans Female; and

(E) Trans Male.

(2) Gender information shall be confidential.

(3) To the fullest extent legally permitted, EducateONE shall recognize and identify a person according to the gender reported by that person.

(4) Wherever legally permitted:

(A) Trans Female shall be reported as Female; and

(B) Trans Male shall be reported as Male.

(5) EducateONE shall not investigate, verify, infer, test, challenge, or otherwise attempt to determine a person’s gender beyond the information reported by the person or by the person providing the information on the person’s behalf.

(e) Birthdate and Age.

(1) EducateONE shall collect a person’s birthdate to the best knowledge of the person reporting it.

(2) EducateONE recognizes that a person, including a refugee or displaced person, may not know their exact birthdate.

(3) When an exact birthdate is not known, EducateONE may accept and record the best available estimated or approximate birthdate.

(4) EducateONE may calculate age from the reported birthdate when age information is needed.

(f) Languages Spoken.

(1) EducateONE shall collect the language or languages spoken by a person.

(2) A person may report more than one language.

(3) Language information shall be based on the information provided by the person or by the person providing the information on the person’s behalf.

(g) Disability.

(1) EducateONE shall collect disability information using the definition of disability established under Section 504 of the Rehabilitation Act.

(2) For purposes of demographic collection, a person has a disability if the person:

(A) has a physical or mental impairment that substantially limits one or more major life activities;

(B) has a record of such an impairment; or

(C) is regarded as having such an impairment.

(3) Disability information collected under this policy shall be self-reported and confidential.

(4) Demographic disability reporting shall not require a medical diagnosis or supporting documentation.

(5) Demographic disability information does not, by itself, constitute a diagnosis, eligibility determination, accommodation determination, individualized education program, services plan, or waiver of any right.

(h) Monthly Household Net Income.

(1) EducateONE may collect monthly household net income as optional demographic information.

(2) Monthly household net income means the money actually received by the household after taxes and other deductions.

(3) Monthly household net income shall be reported in terms of United States dollars.

(4) Respondents shall select from ranges established by EducateONE rather than report an exact income amount.

(5) A person shall not be required to answer the monthly household net income question.

(i) Confidentiality and Use.

(1) Individually identifiable demographic information shall be treated as confidential.

(2) Access to individually identifiable demographic information shall be limited to persons with a legitimate legal, regulatory, educational, administrative, research, reporting, or institutional need for the information.

(3) EducateONE may use demographic information for:

(A) legally required records and reports;

(B) aggregate demographic analysis;

(C) institutional planning and improvement;

(D) evaluation of access and participation;

(E) educational and student-support purposes; and

(F) other lawful purposes consistent with this policy.

(4) Demographic information should be reported or published in aggregate form when individual identification is not necessary.

(5) EducateONE shall not knowingly disclose individually identifiable demographic information except as authorized by the person, required by law, reasonably necessary for an authorized institutional purpose, or otherwise permitted under EducateONE policy.

(j) Specific Regulatory Requirements.

(1) When a law, regulation, government form, contract, grant, accreditor, or other binding requirement requires demographic information to be collected, classified, maintained, or reported in a particular manner, EducateONE shall comply with that specific requirement.

(2) A classification required for a specific regulatory purpose shall not automatically replace EducateONE’s general demographic classifications for other purposes.

(3) EducateONE shall limit any additional classification or disclosure to what is reasonably necessary to satisfy the specific requirement.

(k) Interpretation.

(1) This policy shall be interpreted to permit useful and lawful demographic collection while avoiding unnecessary investigation, imposed identity classifications, intrusive verification, and unnecessary disclosure.

(2) Nothing in this policy requires EducateONE to collect demographic information that is not required by this policy, another EducateONE policy, or a specific legal, regulatory, contractual, accreditation, grant, program, or institutional requirement.

(3) EducateONE may establish forms, income ranges, confidentiality controls, reporting methods, and administrative procedures consistent with this policy.
----Source Note

This policy was developed for EducateONE based on its institutional decisions concerning demographic collection, self-identification, confidentiality, international applicability, and regulatory reporting.

The race and ethnicity provisions are informed by Revenue Procedure 75-50 and the IRS Instructions for Schedule E, which require private schools to maintain records of the racial composition of their student body, faculty, and administrative staff while permitting estimates based on the best information readily available and not requiring persons to submit information the school does not otherwise collect.

The disability definition is based on Section 504 regulations defining a protected person as one who has an impairment substantially limiting a major life activity, has a record of such an impairment, or is regarded as having such an impairment.

References

Revenue Procedure 75-50, 1975-2 C.B. 587.

IRS Instructions for Schedule E (Form 990), Schools.

Section 504 of the Rehabilitation Act of 1973, 29 U.S.C. § 794.

34 C.F.R. § 104.3.

EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide.

Policies/EducateONE Organizational Policy § 11.1.00. Corporate Records

Jacob.Walker — Fri, 17 Jul 2026 00:43:45 GMT

Removed accidental policy

Show changes

Policies/EducateONE Organizational Policy § 11.10.00. Participant Record Collection and Maintenance

Jacob.Walker — Fri, 17 Jul 2026 00:42:29 GMT

Initial Draft Policy

New page

Version: 2026-07-12 draft.

= Article I. EducateONE Organizational Policies =

== Chapter 11. Corporate Records, Minutes, Reports, and Inspection Rights ==

== EducateONE Organizational Policy § 11.10.00. Participant Record Collection and Maintenance. ==
(a) Purpose.

(1) In order to document participation, satisfy legal and institutional requirements, recognize qualifications, support continuity between programs and roles, and preserve an accurate account of each participant’s relationship with EducateONE, EducateONE shall maintain participant records in accordance with this policy.

(2) EducateONE recognizes that the same person may participate as a student, learner, educator, mentor, advisor, contributor, leader, volunteer, employee, contractor, or in another role at different times or within different programs.

(3) Participant records shall therefore be organized around the person and the person’s participation, rather than assuming that each person has only one permanent institutional role.

(b) Scope.

(1) This policy applies to every person who participates in an EducateONE institution, school, program, service, activity, educational experience, or other institutional offering.

(2) For purposes of this policy, a “participant” means any person participating in EducateONE or any controlled EducateONE institution, school, program, service, activity, operation, or offering in any capacity.

(3) A person may have more than one participant role simultaneously or over time.

(c) Required Participant Record Categories.

(1) EducateONE shall maintain the following categories of participant records:

(A) identification information;

(B) program enrollment information;

(C) attendance;

(D) demographic information; and

(E) qualification information.

(2) EducateONE may maintain these categories in one record system or in multiple connected record systems.

(3) EducateONE may determine the format, structure, terminology, technology, and administrative method used to maintain participant records.

(d) Identification Information.

(1) EducateONE shall maintain identification information reasonably sufficient to distinguish the participant from other persons and connect the participant with the participant’s records.

(2) Identification information may include:

(A) the participant’s name;

(B) alternate, prior, preferred, or additional names;

(C) a unique participant identifier;

(D) contact information;

(E) parent, guardian, family, or authorized-representative information when applicable; and

(F) other identifying information reasonably necessary for lawful educational, administrative, safety, reporting, or institutional purposes.

(e) Program Enrollment Information.

(1) EducateONE shall maintain a record of each program in which a participant is enrolled or otherwise formally participates.

(2) Program enrollment information may include:

(A) the institution, school, program, service, activity, or educational experience;

(B) the participant’s role or roles;

(C) the start date;

(D) the end date, if any;

(E) the current or final status;

(F) changes in role, status, or participation;

(G) withdrawal, completion, transfer, suspension, discontinuation, or other disposition; and

(H) other information reasonably necessary to describe the participant’s relationship with the institution, school, program, service, activity, or educational experience.

(3) A participant’s role shall be recorded separately for each program when the participant performs different roles within different programs.

(f) Attendance.

(1) EducateONE shall maintain attendance records.

(g) Demographic Information.

(1) EducateONE shall maintain demographic information in accordance with EducateONE Organizational Policy § 11.9.00. Demographic Information Collection and Confidentiality.

(2) Demographic information shall be collected, classified, maintained, used, and disclosed according to that policy and any specific legal or regulatory requirement applicable to the participant, institution, school, program, or activity.

(3) Demographic information shall not be treated as qualification information merely because the information concerns a personal characteristic of the participant.

(h) Qualification Information.

(1) EducateONE shall maintain a record of any qualifications a participant has.

(2) Qualification information may include qualifications held before participation in EducateONE and qualifications earned, developed, demonstrated, awarded, verified, or recognized while participating with EducateONE or any controlled EducateONE institution, school, program, service, activity, or operation.

(3) Qualification information may be used for any lawful educational, programmatic, operational, or institutional purpose, including, without limitation:

(A) program placement;

(B) participation in educating or supporting others;

(C) assignment of roles or responsibilities;

(D) recognition of prior learning, experience, or achievement;

(E) determination of readiness or eligibility for a program, role, activity, or opportunity;

(F) documentation of qualifications earned through EducateONE or its controlled institutions; and

(G) other purposes reasonably related to the participant’s involvement with EducateONE.

(4) Qualification records may include information modeled on professional-profile categories made available through LinkedIn or comparable professional-profile systems, including:

(A) experience;

(B) education;

(C) licenses and certifications;

(D) skills;

(E) courses and other learning experiences;

(F) projects;

(G) publications;

(H) patents, inventions, and other original works;

(I) honors and awards;

(J) assessments and test results;

(K) languages;

(L) volunteer experience;

(M) organizational participation and leadership;

(N) recommendations and references; and

(O) supporting evidence, links, files, documents, images, recordings, or other media.

(5) EducateONE shall maintain a full EducateONE transcript for each participant.

(6) The transcript may include qualifications, experiences, achievements, competencies, credits, recognitions, awards, results, and other information documented or recognized by EducateONE or a controlled EducateONE institution.

(7) EducateONE may identify whether qualification information is:

(A) reported by the participant;

(B) reported by another person;

(C) independently verified;

(D) issued or awarded by EducateONE or a controlled EducateONE institution;

(E) demonstrated through participation or performance; or

(F) otherwise documented.

(8) EducateONE is not required to independently verify every qualification unless verification is required by law, contract, accreditation, program requirements, institutional determination, or another binding requirement.

(9) Qualifications may arise from education, employment, independent learning, lived experience, service, projects, performance, leadership, training, licensure, certification, recognition, or any other source.

(i) Collection and Updating.

(1) Participant records may be created or updated from:

(A) information provided by the participant;

(B) information provided by a parent, guardian, authorized representative, educator, evaluator, partner, or other person;

(C) EducateONE’s direct observations or records;

(D) records received from another institution or organization;

(E) qualifications issued, awarded, verified, or recognized by EducateONE or a controlled EducateONE institution; or

(F) another lawful and reasonably reliable source.

(2) EducateONE may permit participants or authorized persons to submit additions, updates, corrections, evidence, or supporting information.

(3) EducateONE may preserve historical information when necessary to maintain an accurate record of prior enrollment, participation, status, attendance, qualifications, or institutional action.

(j) Confidentiality and Access.

(1) Individually identifiable participant records shall be treated as confidential except when access, use, or disclosure is authorized by the participant or authorized representative, reasonably necessary for an institutional purpose, permitted by EducateONE policy, or required by law.

(2) Access to participant records shall be limited to persons with a legitimate educational, administrative, legal, regulatory, safety, accreditation, research, reporting, or institutional need for the information.

(3) Nothing in this policy creates a right of access, correction, amendment, disclosure, confidentiality, or appeal beyond what is required by law or expressly established by EducateONE policy.

(k) Materials Distinguished From Records.

(1) This policy governs participant records.

(2) Courses of study, curricula, instructional materials, brochures, catalogues, advertisements, solicitation materials, publications, and other institutional materials are not participant records merely because they concern, describe, or are used in connection with a participant, institution, school, program, service, or activity.

(3) Materials shall be governed by any separate policy or requirement applicable to those materials.

(l) Retention and Destruction.

(1) Participant records shall be retained and destroyed in accordance with EducateONE Organizational Policy § 11.6.00. Records Retention and Destruction, any applicable institution-specific record-retention policy, and any specific legal, contractual, accreditation, funding, or program requirement.

(2) This policy does not establish a separate retention period for each participant-record category.

(m) Institution-Specific Requirements.

(1) A controlled EducateONE institution may establish additional participant-record requirements when required by law, regulation, accreditation, contract, grant, funding condition, program rule, institutional need, or separate policy.

(2) An institution-specific requirement shall not automatically apply to another EducateONE institution, school, program, service, activity, or operation.

(3) If an institution-specific requirement conflicts with this policy, the more specific binding requirement shall control for the institution, school, program, participant, record, or activity to which it applies.

(n) Interpretation.

(1) This policy shall be interpreted broadly to permit EducateONE to maintain a flexible, person-centered participant-record system that reflects changing roles, nontraditional educational pathways, and qualifications arising from any source.

(2) Nothing in this policy requires EducateONE or any controlled institution to use conventional grade levels, job classifications, personnel structures, student-information systems, or other status-quo educational record models except when a specific binding requirement applies.

(3) EducateONE may establish forms, databases, profile systems, transcript formats, verification methods, and administrative procedures consistent with this policy.
----Source Note

This policy was developed for EducateONE to establish an organization-wide, person-centered participant-record framework recognizing that each participant may function in different roles at different times across EducateONE and its controlled institutions. The qualification categories are modeled in part on professional-profile categories available through LinkedIn and are expanded to include a full EducateONE transcript and qualifications earned, developed, demonstrated, awarded, verified, or recognized through any source.

References

Revenue Procedure 75-50, 1975-2 C.B. 587.

EducateONE Organizational Policy § 11.6.00. Records Retention and Destruction.

EducateONE Organizational Policy § 11.9.00. Demographic Information Collection and Confidentiality.

EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide.

Policies/EducateONE Organizational Policy § 11.1.00. Corporate Records

Jacob.Walker — Fri, 17 Jul 2026 00:40:27 GMT

Initial Draft Policy

New page

Version: 2026-07-12 draft.

= Article I. EducateONE Organizational Policies =

== Chapter 11. Corporate Records, Minutes, Reports, and Inspection Rights ==

== EducateONE Organizational Policy § 11.10.00. Participant Record Collection and Maintenance. ==
(a) Purpose.

(1) In order to document participation, satisfy legal and institutional requirements, recognize qualifications, support continuity between programs and roles, and preserve an accurate account of each participant’s relationship with EducateONE, EducateONE shall maintain participant records in accordance with this policy.

(2) EducateONE recognizes that the same person may participate as a student, learner, educator, mentor, advisor, contributor, leader, volunteer, employee, contractor, or in another role at different times or within different programs.

(3) Participant records shall therefore be organized around the person and the person’s participation, rather than assuming that each person has only one permanent institutional role.

(b) Scope.

(1) This policy applies to every person who participates in an EducateONE institution, school, program, service, activity, educational experience, or other institutional offering.

(2) For purposes of this policy, a “participant” means any person participating in EducateONE or any controlled EducateONE institution, school, program, service, activity, operation, or offering in any capacity.

(3) A person may have more than one participant role simultaneously or over time.

(c) Required Participant Record Categories.

(1) EducateONE shall maintain the following categories of participant records:

(A) identification information;

(B) program enrollment information;

(C) attendance;

(D) demographic information; and

(E) qualification information.

(2) EducateONE may maintain these categories in one record system or in multiple connected record systems.

(3) EducateONE may determine the format, structure, terminology, technology, and administrative method used to maintain participant records.

(d) Identification Information.

(1) EducateONE shall maintain identification information reasonably sufficient to distinguish the participant from other persons and connect the participant with the participant’s records.

(2) Identification information may include:

(A) the participant’s name;

(B) alternate, prior, preferred, or additional names;

(C) a unique participant identifier;

(D) contact information;

(E) parent, guardian, family, or authorized-representative information when applicable; and

(F) other identifying information reasonably necessary for lawful educational, administrative, safety, reporting, or institutional purposes.

(e) Program Enrollment Information.

(1) EducateONE shall maintain a record of each program in which a participant is enrolled or otherwise formally participates.

(2) Program enrollment information may include:

(A) the institution, school, program, service, activity, or educational experience;

(B) the participant’s role or roles;

(C) the start date;

(D) the end date, if any;

(E) the current or final status;

(F) changes in role, status, or participation;

(G) withdrawal, completion, transfer, suspension, discontinuation, or other disposition; and

(H) other information reasonably necessary to describe the participant’s relationship with the institution, school, program, service, activity, or educational experience.

(3) A participant’s role shall be recorded separately for each program when the participant performs different roles within different programs.

(f) Attendance.

(1) EducateONE shall maintain attendance records.

(g) Demographic Information.

(1) EducateONE shall maintain demographic information in accordance with EducateONE Organizational Policy § 11.9.00. Demographic Information Collection and Confidentiality.

(2) Demographic information shall be collected, classified, maintained, used, and disclosed according to that policy and any specific legal or regulatory requirement applicable to the participant, institution, school, program, or activity.

(3) Demographic information shall not be treated as qualification information merely because the information concerns a personal characteristic of the participant.

(h) Qualification Information.

(1) EducateONE shall maintain a record of any qualifications a participant has.

(2) Qualification information may include qualifications held before participation in EducateONE and qualifications earned, developed, demonstrated, awarded, verified, or recognized while participating with EducateONE or any controlled EducateONE institution, school, program, service, activity, or operation.

(3) Qualification information may be used for any lawful educational, programmatic, operational, or institutional purpose, including, without limitation:

(A) program placement;

(B) participation in educating or supporting others;

(C) assignment of roles or responsibilities;

(D) recognition of prior learning, experience, or achievement;

(E) determination of readiness or eligibility for a program, role, activity, or opportunity;

(F) documentation of qualifications earned through EducateONE or its controlled institutions; and

(G) other purposes reasonably related to the participant’s involvement with EducateONE.

(4) Qualification records may include information modeled on professional-profile categories made available through LinkedIn or comparable professional-profile systems, including:

(A) experience;

(B) education;

(C) licenses and certifications;

(D) skills;

(E) courses and other learning experiences;

(F) projects;

(G) publications;

(H) patents, inventions, and other original works;

(I) honors and awards;

(J) assessments and test results;

(K) languages;

(L) volunteer experience;

(M) organizational participation and leadership;

(N) recommendations and references; and

(O) supporting evidence, links, files, documents, images, recordings, or other media.

(5) EducateONE shall maintain a full EducateONE transcript for each participant.

(6) The transcript may include qualifications, experiences, achievements, competencies, credits, recognitions, awards, results, and other information documented or recognized by EducateONE or a controlled EducateONE institution.

(7) EducateONE may identify whether qualification information is:

(A) reported by the participant;

(B) reported by another person;

(C) independently verified;

(D) issued or awarded by EducateONE or a controlled EducateONE institution;

(E) demonstrated through participation or performance; or

(F) otherwise documented.

(8) EducateONE is not required to independently verify every qualification unless verification is required by law, contract, accreditation, program requirements, institutional determination, or another binding requirement.

(9) Qualifications may arise from education, employment, independent learning, lived experience, service, projects, performance, leadership, training, licensure, certification, recognition, or any other source.

(i) Collection and Updating.

(1) Participant records may be created or updated from:

(A) information provided by the participant;

(B) information provided by a parent, guardian, authorized representative, educator, evaluator, partner, or other person;

(C) EducateONE’s direct observations or records;

(D) records received from another institution or organization;

(E) qualifications issued, awarded, verified, or recognized by EducateONE or a controlled EducateONE institution; or

(F) another lawful and reasonably reliable source.

(2) EducateONE may permit participants or authorized persons to submit additions, updates, corrections, evidence, or supporting information.

(3) EducateONE may preserve historical information when necessary to maintain an accurate record of prior enrollment, participation, status, attendance, qualifications, or institutional action.

(j) Confidentiality and Access.

(1) Individually identifiable participant records shall be treated as confidential except when access, use, or disclosure is authorized by the participant or authorized representative, reasonably necessary for an institutional purpose, permitted by EducateONE policy, or required by law.

(2) Access to participant records shall be limited to persons with a legitimate educational, administrative, legal, regulatory, safety, accreditation, research, reporting, or institutional need for the information.

(3) Nothing in this policy creates a right of access, correction, amendment, disclosure, confidentiality, or appeal beyond what is required by law or expressly established by EducateONE policy.

(k) Materials Distinguished From Records.

(1) This policy governs participant records.

(2) Courses of study, curricula, instructional materials, brochures, catalogues, advertisements, solicitation materials, publications, and other institutional materials are not participant records merely because they concern, describe, or are used in connection with a participant, institution, school, program, service, or activity.

(3) Materials shall be governed by any separate policy or requirement applicable to those materials.

(l) Retention and Destruction.

(1) Participant records shall be retained and destroyed in accordance with EducateONE Organizational Policy § 11.6.00. Records Retention and Destruction, any applicable institution-specific record-retention policy, and any specific legal, contractual, accreditation, funding, or program requirement.

(2) This policy does not establish a separate retention period for each participant-record category.

(m) Institution-Specific Requirements.

(1) A controlled EducateONE institution may establish additional participant-record requirements when required by law, regulation, accreditation, contract, grant, funding condition, program rule, institutional need, or separate policy.

(2) An institution-specific requirement shall not automatically apply to another EducateONE institution, school, program, service, activity, or operation.

(3) If an institution-specific requirement conflicts with this policy, the more specific binding requirement shall control for the institution, school, program, participant, record, or activity to which it applies.

(n) Interpretation.

(1) This policy shall be interpreted broadly to permit EducateONE to maintain a flexible, person-centered participant-record system that reflects changing roles, nontraditional educational pathways, and qualifications arising from any source.

(2) Nothing in this policy requires EducateONE or any controlled institution to use conventional grade levels, job classifications, personnel structures, student-information systems, or other status-quo educational record models except when a specific binding requirement applies.

(3) EducateONE may establish forms, databases, profile systems, transcript formats, verification methods, and administrative procedures consistent with this policy.
----Source Note

This policy was developed for EducateONE to establish an organization-wide, person-centered participant-record framework recognizing that each participant may function in different roles at different times across EducateONE and its controlled institutions. The qualification categories are modeled in part on professional-profile categories available through LinkedIn and are expanded to include a full EducateONE transcript and qualifications earned, developed, demonstrated, awarded, verified, or recognized through any source.

References

Revenue Procedure 75-50, 1975-2 C.B. 587.

EducateONE Organizational Policy § 11.6.00. Records Retention and Destruction.

EducateONE Organizational Policy § 11.9.00. Demographic Information Collection and Confidentiality.

EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide.

Policies/SchoolONE Policy § 1.6.01. Instructional Time Offered and Completed

Jacob.Walker — Fri, 17 Jul 2026 00:37:58 GMT

Initial Draft Policy

New page

Version: 2026-07-12 draft.

= Article III. SchoolONE Private School Policies =

== Subarticle A. SchoolONE California Private School Policies ==

== Chapter 1. Vision, Leadership, Faculty and Staff, Resources, Continuous Improvement, and Accountability and Compliance ==

== SchoolONE Policy § 1.6.01. Instructional Time Offered and Completed. ==
(a) Purpose.

(1) SchoolONE recognizes that California law provides multiple reference standards demonstrating what constitutes a legitimate educational offering, including standards applicable to private schools, private tutoring, and public-school instructional time.

(2) This policy establishes minimum student learning expectations and minimum instructional opportunities offered by SchoolONE using recognized California educational reference standards.

(3) These reference standards are used as benchmarks for educational planning and accountability and are not interpreted as directly binding requirements unless otherwise required by law or separately adopted by SchoolONE.

(b) Reference Standards.

(1) SchoolONE uses the following California educational provisions as reference standards:

(A) California Education Code § 48224, which recognizes instruction by a private tutor or other person for at least three hours per day for 175 days each calendar year as a legitimate basis for exemption from public-school attendance.

(B) California Education Code §§ 46201 and 46207, which establish annual instructional-minute standards for California public schools, including 64,800 instructional minutes for grades 9 through 12.

(2) These reference standards demonstrate recognized levels of educational time but do not limit SchoolONE’s authority to design instructional models based on competency development, student work products, direct instruction, guided learning, projects, demonstrations of mastery, and other educational methods.

(c) Minimum Completed Learning.

(1) Each SchoolONE student shall complete at least the equivalent of '''10 hours per week''' of learning.

(2) For purposes of this policy, learning time may include direct instruction, guided learning, independent learning, student work products, projects, assessments, demonstrations of competency, practice, research, collaboration, and other educational activities recognized by SchoolONE.

(3) The 10-hour-per-week minimum is based upon the reference standard in California Education Code § 48224, which requires at least 525 hours of instruction per year under the private-tutor exemption.

(4) When calculated across a 52-week year, 525 annual hours equals approximately 10.1 hours per week.

(d) Instructional Opportunity Offered.

(1) SchoolONE shall offer students at least the equivalent of '''20 hours per week''' of instructional opportunity.

(2) The instructional opportunity offered by SchoolONE may include direct instruction, educator support, learning experiences, educational resources, projects, assessments, collaboration opportunities, and other structured learning opportunities.

(3) The 20-hour-per-week offered-instruction standard is based upon California Education Code §§ 46201 and 46207, which establish 64,800 annual instructional minutes for grades 9 through 12.

(4) When calculated across a 52-week year, 64,800 annual minutes equals 1,080 hours per year, or approximately 20.77 hours per week.

(e) Competency-Based Educational Model.

(1) SchoolONE’s instructional-time standards shall be interpreted consistently with its competency-based educational model.

(2) Completion of learning shall be measured by educational engagement, demonstrated learning, competency development, student work products, and other evidence of learning rather than solely by time spent in a traditional classroom environment.

(3) Instructional time may include the time value of student work products and other educational activities when such activities contribute to the development or demonstration of competencies.

(f) Schedule Flexibility.

(1) SchoolONE does not require students to follow a traditional daily or weekly classroom schedule.

(2) Students may complete learning through schedules, pacing models, locations, and learning methods appropriate to the student, program, and educational objectives.

(3) SchoolONE may offer instructional opportunities exceeding the minimum standard established in this policy.
----Source Note

This policy is based on California Education Code §§ 48224, 46201, and 46207 as reference standards for recognized instructional time. California Education Code § 48224 establishes the private-tutor reference standard of three hours per day for 175 days each calendar year. California Education Code §§ 46201 and 46207 establish public-school instructional-minute reference standards, including 64,800 minutes annually for grades 9 through 12.

Policies/SchoolONE Policy § 2.2.00. Language of Development

Jacob.Walker — Fri, 17 Jul 2026 00:36:33 GMT

Initial Draft Policy

New page

Policies/SchoolONE Policy § 2.2.01. Competencies Offered

Jacob.Walker — Fri, 17 Jul 2026 00:34:34 GMT

Initial Draft Policy

New page

Version: 2026-07-12 draft.

= Article III. SchoolONE Private School Policies =

== Subarticle A. SchoolONE California Private School Policies ==

== Chapter 2. Curriculum, Teaching and Learning, and Assessment and Data Analysis ==

== SchoolONE Policy § 2.2.01. Competencies Offered. ==
(a) Purpose.

(1) In compliance with California Education Codes §§ 48222, 51210, and 51220, SchoolONE shall provide instruction in the required branches of study or any other branches of study prescribed by its governing board.

(2) SchoolONE recognizes that California’s statutory subject-area requirements were developed within a traditional course-based educational framework, while SchoolONE organizes learning through competency development in meaningful contexts.

(3) The California branches of study are therefore mapped to EducateONE’s competency-based educational model to demonstrate alignment between statutory subject areas and SchoolONE’s instructional framework.

(4) This mapping does not require SchoolONE to organize learning into traditional courses, grade levels, schedules, or instructional sequences unless required by law, contract, accreditation, or another binding requirement.

(b) Competency Mapping Framework.

(1) SchoolONE shall interpret required branches of study through the following EducateONE framework:

(A) Circles of Context identify the domains in which competencies are developed.

(B) Categories of Competency identify the capacities developed, demonstrated, or applied by learners.

(C) A subject area may map primarily to a context, primarily to a competency, or to a combination of both depending on the nature of the learning.

(2) Not every subject area requires both a context and competency designation.

(3) Knowledge acquisition is inherent in most subject areas and shall not require separate designation as ⒋ 🗂️ Recollection unless knowledge, comprehension, interpretation, or organized understanding is the primary competency being addressed.

(c) Required Branches of Study and EducateONE Mapping.
{| class="wikitable"
!Section
!California Title of Subject Area
!California Details
!EducateONE Curricular Fit
|-
|(a)
|English
|Includes literature, language, composition, reading, listening, and speaking.
|'''Competency:''' ⒏ 💬 Communicating
|-
|(b)
|Social sciences
|Draws upon anthropology, economics, geography, history, political science, psychology, and sociology. Designed to fit the maturity of pupils and includes civic, cultural, legal, economic, and human-rights education.
|'''Contexts + Competencies:''' ⓵ ☯️ My Core; ⓸ 💼 My Career / 💱 Our Economics; ⓹ 🏘️ Our Community; ⓺ 🧬 All Creaturekind / Ecosystems; ⒈ 🧭 Character; ⒎ 🤔 Critical Thinking
|-
|(b)
|Anthropology
|Study of human cultures, societies, and human development.
|'''Context:''' ⓹ 🏘️ Our Community
|-
|(b)
|Economics
|Includes economic systems, entrepreneurship, labor, production, exchange, and economic participation.
|'''Context:''' ⓸ 💼 My Career / 💱 Our Economics
|-
|(b)
|Geography
|Includes relationships between persons, human environments, natural environments, resources, and place.
|'''Contexts:''' ⓹ 🏘️ Our Community; ⓺ 🧬 All Creaturekind / Ecosystems
|-
|(b)
|History
|Includes California history, United States history, eastern and western cultures and civilizations, and contemporary issues.
|'''Context:''' ⓹ 🏘️ Our Community
|-
|(b)
|Political Science
|Includes government, legal systems, rights and duties of citizens, constitutions, and civic participation.
|'''Context + Competencies:''' ⓹ 🏘️ Our Community; ⒈ 🧭 Character; ⒎ 🤔 Critical Thinking
|-
|(b)
|Psychology
|Study of human thought, behavior, development, and personal understanding.
|'''Context:''' ⓵ ☯️ My Core
|-
|(b)
|Sociology
|Study of groups, institutions, social systems, and relationships among persons.
|'''Context:''' ⓹ 🏘️ Our Community
|-
|(b)
|California and United States government
|Includes understanding the history, resources, development, and government of California and the United States.
|'''Context:''' ⓹ 🏘️ Our Community
|-
|(b)
|Legal and civic systems
|Includes the American legal system, juvenile and adult criminal justice systems, and rights and duties under criminal and civil law.
|'''Context + Competencies:''' ⓹ 🏘️ Our Community; ⒈ 🧭 Character; ⒎ 🤔 Critical Thinking
|-
|(b)
|Human rights and historical injustice
|Includes genocide, slavery, the Holocaust, and other human-rights issues.
|'''Context × Competency:''' ⓹ 🏘️ Our Community × ⒈ 🧭 Character
|-
|(c)
|Foreign language or languages
|Develops understanding, speaking, reading, and writing of a particular language.
|'''Competency:''' ⒏ 💬 Communicating
|-
|(d)
|Physical education
|Includes physical activities conducive to health and vigor of body and mind.
|'''Contexts + Competencies:''' ⓵ ☯️ My Core; ⒊ 🤸 Corporeality; ⒉ 🏇 Conditioning
|-
|(e)
|Science
|Includes physical and biological sciences, scientific investigation, ecological systems, and relationships among sciences.
|'''Contexts + Competencies:''' ⓺ 🧬 All Creaturekind / Ecosystems; ⓻ 🌌 All of the Cosmos; ⒎ 🤔 Critical Thinking; ⒍ 🔃 Continual Improvement
|-
|(e)
|Physical sciences
|Includes physical aspects of scientific understanding.
|'''Context:''' ⓻ 🌌 All of the Cosmos
|-
|(e)
|Biological sciences
|Includes biological aspects of scientific understanding.
|'''Context:''' ⓺ 🧬 All Creaturekind / Ecosystems
|-
|(e)
|Scientific investigation
|Includes concepts, theories, processes, inquiry, and investigation.
|'''Competencies:''' ⒎ 🤔 Critical Thinking; ⒍ 🔃 Continual Improvement
|-
|(e)
|Humans in ecological systems
|Includes the place of humans within ecological systems and interdependence of sciences.
|'''Context + Competency:''' ⓺ 🧬 All Creaturekind / Ecosystems × ⒈ 🧭 Character
|-
|(f)
|Mathematics
|Includes mathematical understanding, operational skills, and problem-solving procedures.
|'''Competencies:''' ⒐ 🧮 Calculating; ⒎ 🤔 Critical Thinking
|-
|(g)
|Visual and performing arts
|Includes dance, music, theater, and visual arts, with emphasis on aesthetic appreciation and creative expression.
|'''Competencies:''' ⒌ 🎨 Creativity; ⒏ 💬 Communicating
|-
|(g)
|Dance
|Includes movement-based creative expression.
|'''Competencies:''' ⒊ 🤸 Corporeality; ⒌ 🎨 Creativity
|-
|(g)
|Music
|Includes musical expression and appreciation.
|'''Competency:''' ⒌ 🎨 Creativity
|-
|(g)
|Theater
|Includes performance, expression, interpretation, and collaboration.
|'''Competencies:''' ⒌ 🎨 Creativity; ⒏ 💬 Communicating
|-
|(g)
|Visual arts
|Includes visual expression and aesthetic development.
|'''Competency:''' ⒌ 🎨 Creativity
|-
|(h)
|Applied arts
|Includes consumer and homemaking education, industrial arts, general business education, and general agriculture.
|'''Contexts + Competencies:''' ⓶ 📐 My Corner; ⓸ 💼 My Career / 💱 Our Economics; ⓺ 🧬 All Creaturekind / Ecosystems; ⒑ ⚙️ Constructs
|-
|(h)
|Consumer and homemaking education
|Includes practical household, personal, and consumer competencies.
|'''Context:''' ⓶ 📐 My Corner
|-
|(h)
|Industrial arts
|Includes tools, materials, production, and practical creation.
|'''Competency:''' ⒑ ⚙️ Constructs
|-
|(h)
|General business education
|Includes business knowledge, organization, and economic participation.
|'''Context + Competency:''' ⓸ 💼 My Career / 💱 Our Economics; ⒑ ⚙️ Constructs
|-
|(h)
|General agriculture
|Includes agriculture, cultivation, food systems, and land-based production.
|'''Context + Competency:''' ⓺ 🧬 All Creaturekind / Ecosystems; ⒑ ⚙️ Constructs
|-
|(i)
|Career technical education
|Designed to prepare students for gainful employment and career pathways appropriate to student needs and community needs.
|'''Context + Competencies:''' ⓸ 💼 My Career / 💱 Our Economics; ⒑ ⚙️ Constructs; ⒍ 🔃 Continual Improvement
|-
|(j)
|Automobile driver education
|Includes knowledge of vehicle laws, personal responsibility in traffic, causes and consequences of accidents, safe operation of vehicles, and motorcycles.
|'''Contexts + Competencies:''' ⓶ 📐 My Corner; ⓹ 🏘️ Our Community; ⒊ 🤸 Corporeality; ⒈ 🧭 Character; ⒎ 🤔 Critical Thinking
|}
(d) Interpretation.

(1) The California branches of study identified in this policy represent required areas of educational competency development and are not interpreted as requiring SchoolONE to replicate a traditional course catalog.

(2) SchoolONE may organize learning through competencies, projects, demonstrations of mastery, interdisciplinary experiences, contextual learning, and other educational models consistent with this policy.

(3) A single learning experience may satisfy multiple California subject areas and may develop multiple EducateONE competencies or contexts.

(4) SchoolONE may determine the appropriate instructional design, sequencing, assessment method, and learning pathway for developing competencies while maintaining compliance with applicable legal requirements.
----Source Note

This policy was developed for SchoolONE’s competency-based educational model to demonstrate alignment between California Education Code subject-area requirements and EducateONE’s contextual competency framework. The policy preserves the statutory branches of study while allowing SchoolONE to organize instruction through competencies, contexts, interdisciplinary learning, and demonstrated learning rather than traditional course-based structures.

References

California Education Code §§ 48222, 51210, and 51220.

EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide.

EducateONE Curriculum and Competency Framework.

Policies/SchoolONE Policy § 1.6.02. Grade Levels and Educational Level Crosswalk

Jacob.Walker — Fri, 17 Jul 2026 00:31:01 GMT

Initial Draft Policy

New page

Policies/EducateONE Organizational Policy § 12.9.00. International Restricted-Party and Cross-Border Compliance Policy

Jacob.Walker — Fri, 17 Jul 2026 00:26:41 GMT

Initial Draft Policy

New page

Version: 2026-07-08 draft.

= Article I. EducateONE Organizational Policies =

== Chapter 12. Finance, Accounting, Internal Controls, Banking, and Gifts ==

== EducateONE Organizational Policy § 12.9.00. International Restricted-Party and Cross-Border Compliance Policy. ==
(a) Purpose of Policy

(1) In order to advance EducateONE’s charitable, educational, and institutional purposes through lawful international activity, EducateONE may work with foreign persons, foreign organizations, foreign schools, foreign vendors, foreign partners, foreign intermediaries, and other cross-border participants when such activity is consistent with EducateONE’s mission and legal responsibilities.

(2) This policy establishes international screening, review, escalation, and recordkeeping requirements intended to prevent EducateONE from engaging in prohibited, restricted, unauthorized, or unresolved cross-border transactions.

(3) This policy supplements EducateONE’s generally applicable policies on student assistance, conflicts of interest, financial controls, records retention, contracts, gifts, grants, and tax-exempt compliance, and is intended to address compliance issues that arise specifically because a person, organization, transaction, activity, payment, service, technology, or benefit is foreign or cross-border.

(4) This policy is intended to reduce the risk that EducateONE funds, property, services, technology, access, credentials, platforms, educational activities, charitable assistance, or other things of value are diverted to or used for terrorism, terrorist financing, money laundering, sanctions evasion, corruption, prohibited end uses, or other unlawful purposes.

(5) Because sanctions, anti-money-laundering, export-control, anti-terrorism, foreign-payment, and related laws, regulations, lists, licenses, general licenses, and government guidance may change, it is the overriding policy of EducateONE to comply with current law even if this policy has not yet been updated to reflect the change.

(6) The Executive Director, Compliance Officer, Treasurer, Board Chair, legal counsel, or another authorized person shall inform the Board of Directors when such person becomes aware that a change in law, regulation, official list, license, general license, government guidance, enforcement position, or institutional activity requires or reasonably warrants an update to this policy.

(7) EducateONE’s review under this policy shall be administered with a presumption that persons and organizations are acting lawfully and in good faith unless facts indicate otherwise.

(8) A person administering or applying this policy shall remain observant of red flags, unusual facts, inconsistent information, or unresolved concerns that may indicate a prohibited, restricted, unauthorized, misleading, or unlawful transaction, even when the specific issue is not expressly listed in this policy.

(9) EducateONE shall not ignore a red flag, unusual fact, inconsistent information, or unresolved concern merely because it is not specifically named in this policy.

(b) Stage I Baseline International Intake.

(1) EducateONE shall complete baseline international intake before approving, funding, paying, contracting with, partnering with, providing services to, receiving services from, or otherwise working with a foreign person, foreign organization, foreign school, foreign vendor, foreign partner, foreign intermediary, foreign bank, foreign recipient, or other foreign or cross-border participant in connection with a covered international activity.

(2) Stage I intake shall identify, to the extent reasonably available:

(A) the legal name, trade name, known aliases, alternate spellings, foreign-language spellings, and transliterations of the foreign person, organization, school, vendor, partner, intermediary, bank, recipient, or other covered party;

(B) the address, country, region, and location connected to the person, organization, transaction, activity, payment, service, technology, or benefit;

(C) the principal contacts and known officers, directors, owners, controllers, managers, responsible persons, payment controllers, intermediaries, or related parties, when reasonably available;

(D) the activity, payment, service, technology, access, property, equipment, assistance, or other thing of value that EducateONE will provide, receive, fund, transfer, authorize, or support;

(E) the person, organization, school, group, community, individual, or other end recipient that will receive, control, use, distribute, or benefit from the funds, goods, services, technology, access, property, equipment, assistance, or other thing of value;

(F) the payment route, bank, correspondent bank, payment processor, payment intermediary, cryptocurrency transfer, cash transfer, informal value-transfer system, or other financial channel, when money or other value will be transferred;

(G) whether the activity involves a foreign government body, foreign ministry, foreign public school, foreign public university, foreign state-owned entity, foreign political party, foreign candidate, foreign public official, or person acting in an official capacity for a foreign government or public institution;

(H) whether the activity involves software, source code, technical data, controlled technology, artificial-intelligence tools, specialized equipment, platform access, encryption items, or technical assistance provided to, released to, accessed by, shipped to, or used by a foreign person or from outside the United States; and

(I) any other information reasonably necessary to conduct Stage II required official screening or determine whether Stage IV conditional international review is required.

(3) EducateONE shall not treat Stage I intake as complete if the information collected is insufficient to conduct required official screening or determine whether the covered international activity must be held, denied, conditionally reviewed, or escalated under this policy.

(c) Stage II Required Official Screening.

(1) EducateONE shall complete Stage II required official screening after Stage I intake and before approving, funding, paying, contracting with, partnering with, providing services to, receiving services from, or otherwise proceeding with a covered international activity.

(2) Stage II required official screening shall include review of:

(A) OFAC Sanctions Programs and Country Information, to determine whether the country, region, government, sector, payment route, service, transaction, or activity is subject to a sanctions program, restriction, license requirement, or other country-based or program-based limitation;

(B) the U.S. Consolidated Screening List, to determine whether the person, organization, school, vendor, partner, intermediary, bank, recipient, principal, officer, owner, controller, known alias, alternate spelling, or related party appears on a consolidated United States restricted-party list; and

(C) OFAC Sanctions List Search, to determine whether the person, organization, school, vendor, partner, intermediary, bank, recipient, principal, officer, owner, controller, known alias, alternate spelling, or related party appears on an OFAC sanctions list or presents a possible OFAC sanctions match.

(3) Stage II required official screening shall be completed using the identifying information obtained through Stage I intake and any additional identifying information reasonably available before screening is completed.

(4) No covered international activity is exempt from Stage II required official screening solely because the amount, value, duration, frequency, educational benefit, charitable purpose, perceived risk, or expected benefit is small.

(d) Stage III Initial Determination.

(1) After Stage I intake and Stage II required official screening, EducateONE shall make an initial determination before proceeding with the covered international activity.

(2) The initial determination shall classify the covered international activity as one or more of the following:

(A) cleared for ordinary approval review;

(B) subject to Stage IV conditional international review;

(C) subject to Stage V escalation and legal authorization review;

(D) held pending additional information;

(E) denied because the activity is prohibited, restricted, unauthorized, or otherwise not approved under this policy; or

(F) withdrawn or discontinued.

(3) EducateONE shall not proceed with a covered international activity if Stage I intake or Stage II required official screening identifies:

(A) a confirmed restricted-party match;

(B) an unresolved possible restricted-party match;

(C) a restricted country, region, government, sector, payment route, service, transaction, or activity;

(D) a possible sanctions-program restriction;

(E) insufficient identifying information to complete required official screening;

(F) incomplete, inconsistent, unverifiable, or materially different identifying information;

(G) a condition requiring Stage IV conditional international review; or

(H) any other unresolved issue indicating that the activity may be prohibited, restricted, unauthorized, or legally uncertain.

(4) A covered international activity described in paragraph (3) may proceed only after the issue has been resolved through Stage IV conditional international review, Stage V escalation and legal authorization review, written legal determination, applicable government authorization, applicable license, applicable general license, or other approval authorized under this policy.

(e) Stage IV Conditional International Review.

(1) EducateONE shall complete Stage IV conditional international review only when one or more of the specific conditions in this subdivision applies.

(2) '''Restricted-party ownership and control review.'''

(A) If ownership, control, beneficial ownership, fiscal sponsorship, responsible persons, officers, directors, principals, managers, payment controllers, intermediaries, banks, or related parties must be identified to complete Stage II required official screening, resolve a possible match, determine whether a restricted party owns or controls a covered party, or determine whether funds, services, technology, access, property, equipment, or benefits may reach a restricted party, EducateONE shall complete restricted-party ownership and control review.

(B) The review shall be used to determine which additional persons, entities, aliases, addresses, banks, intermediaries, or related parties must be screened under Stage II or reviewed under this policy.

(3) '''Foreign-government and improper-payment review.'''

(A) If the covered international activity involves a foreign government body, foreign ministry, foreign public school, foreign public university, foreign state-owned entity, foreign political party, foreign candidate, foreign public official, or person acting in an official capacity for a foreign government or public institution, EducateONE shall complete a foreign-government and improper-payment review.

(B) The review shall occur before EducateONE provides money, gifts, travel, meals, honoraria, stipends, services, equipment, benefits, or anything else of value to or for the benefit of the person, entity, institution, or official capacity involved.

(4) '''Export-control review.'''

(A) If the covered international activity involves software, source code, technical data, controlled technology, artificial-intelligence tools, specialized equipment, platform access, encryption items, or technical assistance provided to, released to, accessed by, shipped to, or used by a foreign person or from outside the United States, EducateONE shall complete an export-control review.

(B) The review shall occur before access, transfer, release, shipment, service, instruction, technical assistance, or other use is provided.

(5) '''Payment-route review.'''

(A) If the covered international activity involves a foreign bank, correspondent bank, payment processor, cryptocurrency transfer, cash transfer, informal value-transfer system, payment intermediary, third-party payee, mismatched payment instruction, or payment route outside ordinary United States banking channels, EducateONE shall complete a payment-route review.

(B) The review shall occur before funds, assets, services, equipment, or other things of value are transferred.

(6) '''End-recipient and end-use review.'''

(A) If EducateONE will provide funds, goods, equipment, services, technology, access, or other assistance to one party for use by, transfer to, control by, or benefit of another organization, school, group, community, individual, or end recipient outside the United States, EducateONE shall complete an end-recipient and end-use review.

(B) The review shall be sufficient to identify, to the extent reasonably possible, who will receive, control, use, distribute, or benefit from the funds, goods, equipment, services, technology, access, or assistance.

(7) '''Identity-resolution review.'''

(A) If identifying information for a covered party is incomplete, inconsistent, unverifiable, materially different from the information used in Stage II required official screening, or insufficient to resolve a possible match, EducateONE shall complete an identity-resolution review.

(B) EducateONE shall not treat Stage II required official screening as cleared until the identity issue has been resolved or escalated under this policy.

(8) EducateONE shall not treat Stage IV conditional international review as complete until each applicable Stage IV condition has been reviewed and documented.

(9) EducateONE shall not proceed with a covered international activity if Stage IV conditional international review identifies:

(A) a confirmed prohibition;

(B) an unresolved possible prohibition;

(C) an unresolved legal restriction;

(D) an unresolved restricted-party ownership or control issue;

(E) an unresolved foreign-government, foreign-official, or improper-payment issue;

(F) an unresolved export-control issue;

(G) an unresolved payment-route issue;

(H) an unresolved end-recipient or end-use issue;

(I) an unresolved identity issue; or

(J) insufficient information to determine whether the covered international activity may proceed.

(10) A covered international activity described in paragraph (9) may proceed only after the issue has been resolved through Stage V escalation and legal authorization review, written legal determination, applicable government authorization, applicable license, applicable general license, or other approval authorized under this policy.

(f) Stage V Escalation and Legal Authorization Review.

(1) EducateONE shall complete Stage V escalation and legal authorization review when a covered international activity presents a confirmed prohibition, unresolved possible prohibition, unresolved legal restriction, unresolved restricted-party match, unresolved sanctions-program issue, unresolved export-control issue, unresolved foreign-government or improper-payment issue, unresolved payment-route issue, unresolved end-recipient or end-use issue, unresolved identity issue, or other unresolved issue that may make the activity prohibited, restricted, unauthorized, or legally uncertain.

(2) A covered international activity requiring Stage V review shall not proceed unless the issue has been resolved through one or more of the following:

(A) written legal determination;

(B) applicable government authorization;

(C) applicable license;

(D) applicable general license;

(E) written determination that the possible match or possible restriction is a false positive;

(F) written determination that the activity has been modified so that the restriction no longer applies;

(G) written approval by the Board of Directors, Executive Director, Compliance Officer, Treasurer, Board Chair, or other person authorized by EducateONE; or

(H) other written resolution authorized under this policy.

(3) EducateONE may deny, discontinue, suspend, modify, or decline to proceed with any covered international activity requiring Stage V review.

(4) Nothing in this policy requires EducateONE to seek a government license, request legal review, continue review of a proposed activity, or proceed with a covered international activity that EducateONE determines should be denied, discontinued, suspended, modified, or declined.

Policies/SchoolONE Policy § 1.6.03. Public Status, Accreditation, and Institutional Claims

Jacob.Walker — Fri, 17 Jul 2026 00:22:03 GMT

Initial Draft Policy

New page

Version: 2026-07-08 draft

= Article III. SchoolONE Private School Policies =

== Subarticle A. SchoolONE California Private School Policies ==

== Chapter 1. Vision, Leadership, Faculty and Staff, Resources, Continuous Improvement, and Accountability and Compliance ==

== SchoolONE Policy § 1.6.03. Public Status, Accreditation, and Institutional Claims. ==
(a) Purpose.

(1) SchoolONE recognizes the importance of accurately communicating its legal status, educational offerings, accreditation efforts, institutional capabilities, and educational innovations to students, families, partners, regulators, accrediting organizations, and the public.

(2) This policy establishes standards for public representations that preserve SchoolONE’s ability to communicate its distinctive educational model, academic rigor, innovation, and future aspirations while ensuring that statements regarding registration, approval, recognitiendorsement, credentials, and institutional status are accurate and not misleading.

(b) California Private School Status.

(1) By submission of the annual private school affidavit under California Education Code § 33190, SchoolONE is a '''Registered California Private School'''.

(2) Submission of the affidavit solely establishes that registration status.

(3) SchoolONE shall not interpret or represent, by any means whatsoever, that the State of California, the Superintendent of Public Instruction, the State Board of Education, the State Department of Education, any division or bureau of the department, or any accrediting agency has made any evaluation, recognition, approval, accreditation, certification, or endorsement of SchoolONE or any course unless this is an actual fact.

(c) Accreditation Status and Representations.

(1) SchoolONE may state that it is '''pursuing accreditation through the Western Association of Schools and Colleges, Accrediting Commission for Schools'''.

(2) SchoolONE may describe its accreditation efforts, accreditation pathway, self-improvement activities, preparation activities, and participation in accreditation-related processes in a manner that accurately reflects the actual status of those activities.

(3) SchoolONE shall not represent that it is accredited, approved, recognized, endorsed, or granted candidacy by any accrediting organization unless such status has actually been granted.

(4) If an accrediting organization grants SchoolONE a formal status, SchoolONE may represent that status accurately and consistently with the status actually granted.

(d) Institutional Scope and Diploma Programs.

(1) SchoolONE offers diploma programs up to the secondary level, including a high school diploma.

(2) SchoolONE is a secondary educational institution and is not a tertiary, postsecondary, undergraduate, graduate, or postgraduate degree-granting institution.

(3) SchoolONE may provide advanced educational experiences, coursework, projects, seminars, mentorship, research, and other learning opportunities that operate at a tertiary, quaternary, or otherwise advanced level while remaining part of a secondary educational program.

(4) The level of academic rigor, complexity, or subject matter of a learning experience does not by itself determine the institutional level or credential authority of SchoolONE.

(e) Advanced Learning and External Recognition.

(1) SchoolONE may describe advanced learning opportunities using accurate terms that communicate educational rigor, complexity, innovation, or preparation for future study.

(2) SchoolONE may offer educational experiences comparable in rigor or intellectual scope to advanced secondary, tertiary, or postgraduate learning when such experiences are consistent with SchoolONE’s educational purposes.

(3) SchoolONE shall not represent that such experiences constitute postsecondary degrees, undergraduate degrees, graduate degrees, postgraduate degrees, or externally recognized academic credentials unless this is an actual fact.

(4) SchoolONE may communicate that coursework, projects, competencies, or learning experiences may be considered, reviewed, or recognized by external institutions, provided that SchoolONE does not imply that another institution has granted such recognition unless that recognition has actually occurred.

(f) Professional Development and Internal Learning.

(1) SchoolONE may provide professional development, training, research opportunities, and advanced learning experiences for educators, mentors, guides, staff, partners, or other participants.

(2) Such professional development may operate at a tertiary, quaternary, postgraduate, or otherwise advanced level of learning.

(3) Internal professional development and advanced learning opportunities do not make SchoolONE a tertiary or postsecondary institution unless SchoolONE separately establishes such status.

(g) Truthful Enhancement of Public Communications.

(1) SchoolONE may describe its educational model, programs, methodologies, outcomes, innovations, partnerships, accreditation efforts, advanced learning opportunities, and institutional goals in a manner that accurately communicates their quality, rigor, and distinctive nature.

(2) Public communications shall distinguish between:

(A) actual institutional status;

(B) current educational offerings;

(C) accreditation or recognition being pursued;

(D) future goals or aspirations; and

(E) external recognition or approval actually received.

(3) SchoolONE shall avoid statements that create a false or misleading implication regarding legal authority, accreditation status, governmental approval, endorsement, or credential-granting authority.

(h) No Implied Endorsement.

(1) SchoolONE shall not represent or imply that any governmental agency, accrediting organization, educational institution, professional organization, or other entity endorses, approves, sponsors, or affiliates with SchoolONE unless such relationship is an actual fact.

(2) Participation in an application process, membership organization, professional association, public-comment process, educational partnership, or accreditation process does not by itself constitute endorsement, approval, accreditation, or recognition.

(i) Responsibility for Public Representations.

(1) SchoolONE shall ensure that official publications, websites, marketing materials, admissions materials, partnership communications, and other public statements are consistent with this policy.

(2) Employees, representatives, contractors, and other persons communicating on behalf of SchoolONE shall use accurate descriptions of SchoolONE’s status, programs, accreditation efforts, and educational offerings.

(j) Interpretation.

(1) This policy shall be interpreted to preserve SchoolONE’s ability to communicate its educational excellence, innovation, advanced learning opportunities, and institutional development while preventing inaccurate or misleading representations.

(2) Nothing in this policy prohibits SchoolONE from promoting the quality, rigor, innovation, or distinctive characteristics of its programs when such statements are truthful and supported by facts.
----Source Note

This policy was developed from SchoolONE’s California private school registration and accreditation representation requirements, including California Education Code § 33190 considerations and ACS WASC accreditation-status distinctions. The structure, numbering, and drafting approach follow EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide.

Policies

Jacob.Walker — Fri, 17 Jul 2026 00:20:12 GMT

Chapter 1. Vision, Leadership, Faculty and Staff, Resources, Continuous Improvement, and Accountability and Compliance

Show changes

Policies/EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide

Jacob.Walker — Fri, 17 Jul 2026 00:09:38 GMT

Guideline Added

New page

Version: 2026-07-07 draft

= Article I. EducateONE Organizational Policies =

== Chapter 15. Policy Adoption, Amendment, Interpretation, and Construction ==

== EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide. ==
(a) Overall Framework Method.

(1) EducateONE policies should be organized by regulatory regime, governing framework, institution, jurisdiction, accreditation structure, or other compliance-alignment model rather than by operational function alone.

(2) The purpose of this structure is to keep policies together based on the regulatory body, legal framework, accreditation system, institutional category, jurisdiction, or specific institution that primarily governs the subject matter.

(3) When EducateONE models a policy structure after an outside compliance, accreditation, legal, or governance framework, the structure should remain close enough to that outside framework to make compliance mapping easier.

(4) EducateONE policies should be organized into the following top-level Articles:

(A) Article I. EducateONE Organizational Policies.

(B) Article II. PreschoolONE Policies.

(C) Article III. SchoolONE Private School Policies.

(D) Article IV. SchoolONE Public-System School Policies.

(E) Article V. UniversityONE Policies.

(b) Article Purposes.

(1) Article I contains EducateONE-wide organizational policies that apply across all parts of EducateONE and its educational institutions.

(A) Article I includes corporate governance, nonprofit compliance, tax-exempt status, board authority, executive authority, conflicts of interest, compensation, finance, records, contracts, related entities, policy adoption, and other organization-wide matters.

(2) Article II contains policies governed primarily by preschool, early childhood education, childcare, licensing, supervision, health, safety, staffing, and related regulatory frameworks.

(3) Article III contains policies governed primarily by private school law, private school accreditation, private school operations, private school student records, private school staffing, private school instructional rules, and related requirements.

(A) Article III may be divided into subarticles based on specific private-school institutions, jurisdictions, or legally distinct private-school policy environments.

(B) Each Article III subarticle may use the outside compliance, accreditation, legal, or governance framework most appropriate for that specific private-school institution or jurisdiction.

(4) Article IV contains policies for SchoolONE schools or programs operating within a public-system school framework.

(A) Article IV may include charter schools, academy-style schools, free-school-style schools, public-system independent schools, or comparable structures that are part of, substitutes within, or formally accountable to a public education system.

(B) A private school does not move into Article IV merely because it receives public funding, public services, public approval, or regulatory authorization.

(5) Article V contains policies governed primarily by higher education, postsecondary education, university authorization, degree-granting approval, postsecondary accreditation, adult education, workforce education, and related regulatory frameworks.

(c) General Policy Document Layout.

(1) Each EducateONE policy or guideline should use the following layout:

(A) Version line.

(B) Article title.

(C) Subarticle title, if applicable.

(D) Chapter title, if applicable.

(E) Document-type section heading.

(F) Numbered policy or guideline text.

(G) Source Note, if applicable.

(H) References, if applicable.

(2) The standard layout is:

(A) Version: [YYYY-MM-DD draft / adopted / revised].

(B) # [Article Name].

(C) ## [Subarticle Name, if applicable].

(D) ## [Chapter Name, if applicable].

(E) ## [Organization or Institution] [Policy or Guideline] § [section number]. [Policy or Guideline Title].

(F) (a) First-level subdivision.

(G) (1) Second-level paragraph.

(H) (A) Third-level subparagraph.

(I) (i) Fourth-level clause.

(J) Horizontal divider.

(K) Source Note, if applicable.

(L) References, if applicable.

(3) The document-type section heading should identify the organization or institution and whether the document is a policy or guideline before the section symbol.

(4) Examples include:

(A) EducateONE Organizational Policy § 8.1.00. Conflict of Interest Policy.

(B) EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide.

(C) SchoolONE Policy § 1.3.01. California Commission Credential Designation.

(D) SchoolONE Guideline § [section number]. [Guideline Title].

(E) PreschoolONE Policy § [section number]. [Policy Title].

(F) UniversityONE Guideline § [section number]. [Guideline Title].

(d) Version Line.

(1) Each policy or guideline should include a version line at the top.

(2) The standard format is:

(A) Version: 2026-07-07 draft.

(3) Other approved version formats include:

(A) Version: 2026-07-07 adopted.

(B) Version: 2026-07-07 revised.

(C) Version: 2026-07-07 board adopted.

(D) Version: 2026-07-07 administrative revision.

(4) The version line appears before the article title.

(e) Source Note and References.

(1) A policy or guideline may include a Source Note, References section, or both at the bottom.

(2) The Source Note and References sections are informational only and are not part of the numbered policy or guideline text.

(3) Source notes, references, attribution, drafting history, explanatory comments, and legal background notes should not be placed in numbered policy sections unless the Board or other authorized body intentionally adopts them as enforceable policy text.

(4) Source notes and references should appear after a horizontal divider.

(5) The standard format is:

(A) Source Note

This policy is adapted from [source], [date], with modifications for EducateONE.

(B) References

Internal Revenue Code section 501(c)(3).

Internal Revenue Code section 4958.

California Corporations Code section [number].

[Other authorities as applicable.]

(f) California-Style Internal Numbering.

(1) EducateONE policies and guidelines should use California-style internal numbering.

(2) The standard hierarchy is:

(A) [Organization or Institution] [Policy or Guideline] § x.x.xx. Section Title.

(B) (a) First-level subdivision.

(C) (1) Second-level paragraph.

(D) (A) Third-level subparagraph.

(E) (i) Fourth-level clause.

(3) Example:

(A) EducateONE Organizational Policy § 9.1.00. Executive Compensation.

(B) (a) Policy and Purposes.

(C) (1) This is the policy of EducateONE with respect to the review and approval of compensation of its directors, officers, and executive employees.

(D) (A) The policy applies to compensation paid directly by EducateONE.

(E) (i) The policy also applies to compensation paid indirectly where required by law or adopted policy.

(g) Citation Style.

(1) EducateONE policies and guidelines should be cited using the section-symbol format.

(2) Article I policies should be cited as:

(A) EducateONE Organizational Policy § [Chapter].[Policy Group].[Section].

(3) Article I guidelines should be cited as:

(A) EducateONE Organizational Guideline § [Chapter].[Policy Group].[Section].

(4) Examples include:

(A) EducateONE Organizational Policy § 2.1.00.

(B) EducateONE Organizational Policy § 2.1.01(a).

(C) EducateONE Organizational Policy § 2.1.01(a)(2).

(D) EducateONE Organizational Policy § 2.1.01(a)(2)(C).

(E) EducateONE Organizational Policy § 2.1.01(a)(2)(C)(iii).

(F) EducateONE Organizational Guideline § 15.4.01.

(5) Article III policies or guidelines should be cited by organization or institution, document type, subarticle if needed, and section number when the subarticle is needed for clarity.

(6) The short citation form should be used whenever possible.

(7) Long-form citations, such as “Article I, Chapter 2, Section 2.1.01, subdivision (a)(2)(C),” should be used only when additional clarity is needed in a formal legal document.

(h) Article I Organizational Policy Numbering.

(1) EducateONE Organizational Policies are organized as Article I of the EducateONE policy framework.

(2) Article I policies and guidelines are organized by chapter.

(3) Each chapter contains major policy groups.

(4) Each major policy group begins with a main section numbered:

(A) § [Chapter].[Policy Group].00.

(5) Additional detailed sections within that policy group may be added as:

(A) § [Chapter].[Policy Group].01.

(B) § [Chapter].[Policy Group].02.

(C) § [Chapter].[Policy Group].03.

(6) Guidelines may use the same numbering structure as policies when the guideline relates to, interprets, implements, formats, or administratively supports a policy group.

(7) Example:

(A) EducateONE Organizational Policy § 2.1.00. Federal Tax-Exempt Status.

(B) EducateONE Organizational Policy § 2.1.01. Recognition of Exemption.

(C) EducateONE Organizational Policy § 2.1.02. Maintenance of Exemption.

(D) EducateONE Organizational Policy § 2.1.03. Required Filings.

(E) EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide.

(i) Article I Chapter Structure.

(1) Article I should be titled:

(A) Article I. EducateONE Organizational Policies.

(2) Chapter 1 should be titled:

(A) Chapter 1. Corporate Identity, Legal Status, and Purposes.

(3) Chapter 1 should include the following major policy groups:

(A) § 1.1.00. Corporate Name and Identity.

(B) § 1.2.00. California Nonprofit Public Benefit Corporation Status.

(C) § 1.3.00. Charitable and Educational Purposes.

(D) § 1.4.00. Organizational Mission and Institutional Flexibility.

(E) § 1.5.00. Relationship Between EducateONE and Its Educational Institutions.

(4) Chapter 2 should be titled:

(A) Chapter 2. Tax-Exempt Status, Charitable Limitations, and Private Benefit Restrictions.

(5) Chapter 2 should include the following major policy groups:

(A) § 2.1.00. Federal Tax-Exempt Status.

(B) § 2.2.00. Charitable and Educational Limitations.

(C) § 2.3.00. Private Inurement Prohibited.

(D) § 2.4.00. Private Benefit Restrictions.

(E) § 2.5.00. Excess Benefit Transactions.

(F) § 2.6.00. Political Campaign Activity.

(G) § 2.7.00. Legislative Activity and Lobbying.

(6) Chapter 3 should be titled:

(A) Chapter 3. Asset Dedication, Dissolution, and Restricted Funds.

(7) Chapter 3 should include the following major policy groups:

(A) § 3.1.00. Dedication of Assets.

(B) § 3.2.00. Dissolution Distribution.

(C) § 3.3.00. Restricted Funds.

(D) § 3.4.00. Donor-Restricted Gifts.

(E) § 3.5.00. Institutional Funds and Charitable Trust Restrictions.

(8) Chapter 4 should be titled:

(A) Chapter 4. Membership, Classes, Reserved Powers, and Internal Constitutional Authority.

(9) Chapter 4 should include the following major policy groups:

(A) § 4.1.00. Membership Structure.

(B) § 4.2.00. Classes of Members.

(C) § 4.3.00. Reserved Powers.

(D) § 4.4.00. Internal Constitutional Authority.

(E) § 4.5.00. Member Voting and Approval Rights.

(F) § 4.6.00. Member Discipline, Suspension, or Removal.

(10) Chapter 5 should be titled:

(A) Chapter 5. Board of Directors.

(11) Chapter 5 should include the following major policy groups:

(A) § 5.1.00. Board Authority.

(B) § 5.2.00. Number, Selection, and Qualification of Directors.

(C) § 5.3.00. Director Terms.

(D) § 5.4.00. Director Duties.

(E) § 5.5.00. Board Meetings.

(F) § 5.6.00. Board Voting and Action.

(G) § 5.7.00. Removal, Resignation, and Vacancies.

(12) Chapter 6 should be titled:

(A) Chapter 6. Officers and Executive Authority.

(13) Chapter 6 should include the following major policy groups:

(A) § 6.1.00. Officers.

(B) § 6.2.00. Executive Director Authority.

(C) § 6.3.00. President or Chief Executive Authority.

(D) § 6.4.00. Secretary.

(E) § 6.5.00. Treasurer or Chief Financial Officer.

(F) § 6.6.00. Delegation of Executive Authority.

(14) Chapter 7 should be titled:

(A) Chapter 7. Committees, Councils, and Delegated Bodies.

(15) Chapter 7 should include the following major policy groups:

(A) § 7.1.00. Board Committees.

(B) § 7.2.00. Advisory Committees.

(C) § 7.3.00. Councils and Special Bodies.

(D) § 7.4.00. Delegated Authority.

(E) § 7.5.00. Committee Records and Reports.

(16) Chapter 8 should be titled:

(A) Chapter 8. Conflicts of Interest, Interested Transactions, and Duty of Loyalty.

(17) Chapter 8 should include the following major policy groups:

(A) § 8.1.00. Conflict of Interest Policy.

(B) § 8.2.00. Interested Persons.

(C) § 8.3.00. Financial Interests.

(D) § 8.4.00. Duty to Disclose.

(E) § 8.5.00. Determining Whether a Conflict Exists.

(F) § 8.6.00. Procedures for Addressing Conflicts.

(G) § 8.7.00. Records of Proceedings.

(H) § 8.8.00. Annual Statements.

(18) Chapter 9 should be titled:

(A) Chapter 9. Compensation, Reimbursement, and Excess Benefit Controls.

(19) Chapter 9 should include the following major policy groups:

(A) § 9.1.00. Executive Compensation.

(B) § 9.2.00. Compensation Review and Approval.

(C) § 9.3.00. Rebuttable Presumption of Reasonableness.

(D) § 9.4.00. Compensation Documentation.

(E) § 9.5.00. Reimbursement and Expense Payments.

(F) § 9.6.00. Excess Benefit Transaction Controls.

(20) Chapter 10 should be titled:

(A) Chapter 10. Indemnification, Insurance, and Liability Protection.

(21) Chapter 10 should include the following major policy groups:

(A) § 10.1.00. Indemnification.

(B) § 10.2.00. Advancement of Expenses.

(C) § 10.3.00. Insurance.

(D) § 10.4.00. Limitations on Indemnification.

(22) Chapter 11 should be titled:

(A) Chapter 11. Corporate Records, Minutes, Reports, and Inspection Rights.

(23) Chapter 11 should include the following major policy groups:

(A) § 11.1.00. Corporate Records.

(B) § 11.2.00. Board and Committee Minutes.

(C) § 11.3.00. Annual Reports.

(D) § 11.4.00. Financial Records.

(E) § 11.5.00. Inspection Rights.

(F) § 11.6.00. Records Retention.

(24) Chapter 12 should be titled:

(A) Chapter 12. Finance, Accounting, Internal Controls, Banking, and Gifts.

(25) Chapter 12 should include the following major policy groups:

(A) § 12.1.00. Financial Management.

(B) § 12.2.00. Accounting System.

(C) § 12.3.00. Internal Controls.

(D) § 12.4.00. Banking and Deposits.

(E) § 12.5.00. Budgeting.

(F) § 12.6.00. Gifts, Grants, and Contributions.

(G) § 12.7.00. Procurement and Purchasing.

(26) Chapter 13 should be titled:

(A) Chapter 13. Contracts, Instruments, Execution Authority, and Delegations.

(27) Chapter 13 should include the following major policy groups:

(A) § 13.1.00. Contract Authority.

(B) § 13.2.00. Execution of Instruments.

(C) § 13.3.00. Delegated Signing Authority.

(D) § 13.4.00. Contract Review.

(E) § 13.5.00. Authority Limits.

(28) Chapter 14 should be titled:

(A) Chapter 14. Subsidiaries, Affiliates, Partnerships, and Related Entities.

(29) Chapter 14 should include the following major policy groups:

(A) § 14.1.00. Subsidiaries and Controlled Entities.

(B) § 14.2.00. Affiliates.

(C) § 14.3.00. Partnerships and Joint Ventures.

(D) § 14.4.00. Management Organizations.

(E) § 14.5.00. Related-Entity Transactions.

(30) Chapter 15 should be titled:

(A) Chapter 15. Policy Adoption, Amendment, Interpretation, and Construction.

(31) Chapter 15 should include the following major policy groups:

(A) § 15.1.00. Policy Adoption.

(B) § 15.2.00. Policy Amendment.

(C) § 15.3.00. Policy Interpretation.

(D) § 15.4.00. Construction and Definitions.

(E) § 15.5.00. Conflicts Between Policies.

(j) Article III Private School Policy Structure.

(1) Article III should be titled:

(A) Article III. SchoolONE Private School Policies.

(2) Article III may be divided into subarticles based on specific private-school institutions, jurisdictions, or legally distinct private-school policy environments.

(3) Subarticle A should be titled:

(A) Subarticle A. SchoolONE California Private School Policies.

(4) Subarticle A is adapted from the ACS WASC school accreditation standards structure.

(5) For Subarticle A, ACS WASC standards categories should be treated as chapters.

(6) For Subarticle A, ACS WASC standards should be treated as major policy groups.

(7) Subarticle A should include the following chapters and major policy groups:

(A) Chapter 1. Vision, Leadership, Faculty and Staff, Resources, Continuous Improvement, and Accountability and Compliance.

(i) § 1.1.00. Vision and Mission.

(ii) § 1.2.00. Leadership and Governance.

(iii) § 1.3.00. Faculty and Staff.

(iv) § 1.4.00. Continuous Improvement.

(v) § 1.5.00. Resources.

(vi) § 1.6.00. Accountability and Compliance.

(B) Chapter 2. Curriculum, Teaching and Learning, and Assessment and Data Analysis.

(i) § 2.1.00. Curriculum.

(ii) § 2.2.00. Teaching and Learning.

(iii) § 2.3.00. Assessment and Data Analysis.

(C) Chapter 3. School Culture, Systems of Support, and Student Success and Community Partnerships.

(i) § 3.1.00. School Culture.

(ii) § 3.2.00. Systems of Support.

(iii) § 3.3.00. Student Success and Community Partnerships.

(k) Drafting Style.

(1) EducateONE policies and guidelines should be drafted to preserve legal flexibility while maintaining compliance with applicable law.

(2) Policies and guidelines should avoid unnecessary status-quo education assumptions unless those assumptions are legally required or intentionally adopted.

(3) Policies and guidelines should distinguish between:

(A) what the law requires;

(B) what EducateONE voluntarily adopts;

(C) what applies only because of accreditation, contract, program participation, funding, or regulatory election; and

(D) what applies only to a specific institution, program, employee category, student category, or jurisdiction.

(l) Mandatory and Discretionary Language.

(1) Terms should be used consistently.

(2) “Shall” means a mandatory requirement.

(3) “Must” means a mandatory requirement and may be used when the policy or guideline is intended to be clearer for employees, students, families, or operational users.

(4) “May” means discretionary authority.

(5) “Should” means recommended but not mandatory.

(6) “May not” means prohibited.

(7) “Will” should generally be used for expected organizational action, not legal duty, unless the context clearly makes it mandatory.

(m) Policy and Guideline Scope.

(1) Each policy or guideline should make clear who or what it applies to.

(2) A policy or guideline may apply to:

(A) EducateONE as a whole;

(B) a specific EducateONE institution;

(C) PreschoolONE;

(D) SchoolONE Private School;

(E) SchoolONE Public-System School;

(F) UniversityONE;

(G) directors, officers, employees, contractors, volunteers, vendors, students, families, members, committees, councils, or other covered persons;

(H) a specific jurisdiction; or

(I) a specific program, contract, accreditation framework, funding source, or legal requirement.

(n) Avoiding Overbreadth.

(1) Policies and guidelines should not accidentally convert one regulatory category into another.

(2) A SchoolONE private school does not become a SchoolONE public-system school merely because it receives public funding, public services, public approval, or regulatory authorization.

(3) Voluntary adoption of a public-school-like credential, standard, procedure, or compliance practice does not automatically make EducateONE, SchoolONE, or any related institution a public school, charter school, school district, local educational agency, public employer, or public agency unless that status is independently created by law or formally adopted by EducateONE.

(o) Source Use and Attribution.

(1) When a policy or guideline is adapted from an external source, the Source Note should identify the source.

(2) The Source Note should state whether the policy or guideline was adapted, modified, shortened, or based on a form policy or source document.

(3) Example:

This policy is adapted from Public Counsel’s Community Development Project, Annotated Executive Compensation Policy, May 2022, including its “Form of Executive Compensation Policy for a California Nonprofit Public Benefit Corporation.” The annotations and explanatory endnotes have been omitted from this EducateONE draft.

(p) Reference Use.

(1) References may include statutes, regulations, cases, accreditation standards, agency guidance, source documents, or other authorities.

(2) References should be placed at the bottom of the policy or guideline and should not be numbered as part of the policy or guideline.

(3) References may be updated without changing the substantive policy or guideline unless the Board or authorized body determines that the policy or guideline text itself should be amended.

(q) Guideline Amendment Practice.

(1) This guideline is administrative in nature and may be revised administratively without Board approval unless the Board or another authorized body determines that a revision should be formally adopted as policy.

(2) Existing section numbers should be preserved whenever possible.

(3) New detailed sections should be added under the closest applicable policy group.

(4) Example:

(A) § 8.6.00. Procedures for Addressing Conflicts.

(B) § 8.6.01. Emergency Conflict Procedures.

(C) § 8.6.02. Conflict Procedures for Small Boards.

(D) § 8.6.03. Conflict Procedures for Related-Entity Transactions.

(5) When a section is repealed, superseded, or moved, the organization may preserve the number for citation history, but unused future numbers do not need to be labeled as reserved.

(r) Standard Policy or Guideline Draft Template.

(1) EducateONE policies and guidelines should generally follow this template:

(A) Version: 2026-07-07 draft.

(B) # Article [Number]. [Article Title].

(C) ## Subarticle [Letter]. [Subarticle Title, if applicable].

(D) ## Chapter [Number]. [Chapter Title].

(E) ## [Organization or Institution] [Policy or Guideline] § [Chapter].[Policy Group].[Section]. [Policy or Guideline Title].

(F) (a) [First-level policy or guideline rule.]

(G) (1) [Second-level rule, condition, or requirement.]

(H) (A) [Third-level item.]

(I) (i) [Fourth-level item, if necessary.]

(J) (b) [Next first-level policy or guideline rule.]

(K) Horizontal divider.

(L) Source Note

(M) [Source note, if applicable.]

(N) References

(O) [References, if applicable.]
----Source Note

This administrative guideline layout standard and style guide was developed for EducateONE to establish a consistent internal policy and guideline structure, citation format, drafting style, and source-reference convention for EducateONE and its educational institutions. This document is maintained as an administrative guideline rather than a Board-adopted policy so that formatting, numbering, citation, source-reference, and drafting conventions may be updated administratively as EducateONE’s policy system develops. The section-symbol citation format and internal subdivision hierarchy are adapted from California statutory/code drafting conventions, including the use of section numbers, subdivisions, paragraphs, subparagraphs, and clauses. The Article I organizational policy chapter structure is adapted from the organizational structure of Public Counsel’s annotated form bylaws for a California nonprofit public benefit corporation and modified for EducateONE’s regulatory-regime-based policy framework. The Article III, Subarticle A private school policy structure is adapted from the ACS WASC school accreditation standards structure for California private schools and modified for SchoolONE California Private School Policies.

Policies

Jacob.Walker — Fri, 17 Jul 2026 00:05:09 GMT

Started page

New page

Welcome to EducateONE's Policy Handbook

Main Page

Jacob.Walker — Fri, 17 Jul 2026 00:02:42 GMT

School name change

← Older revision		Revision as of 20:02, 16 July 2026
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	== '''Welcome to ~~Global~~ SchoolONE''' ==		== '''Welcome to SchoolONE''' ==
	We are a California Private School operated by EducateONE a California Public Benefit Corporation (Control ID [https://bizfileonline.sos.ca.gov/api/report/GetImageByNum/206109101229039095021119221092101110172198156066 B20250047732]). We are registered with California under [https://www.cde.ca.gov/SchoolDirectory/details?cdscode=31668946157374 CDS Code 31668946157374] and our [[FAQ#Why is Global SchoolONE not found in the PSS Private School Locator?\|Federal NCES ID is A2300227]]. More information about the legal status of our school can be found in our [[FAQ]].		We are a California Private School operated by EducateONE a California Public Benefit Corporation (Control ID [https://bizfileonline.sos.ca.gov/api/report/GetImageByNum/206109101229039095021119221092101110172198156066 B20250047732]). We are registered with California under [https://www.cde.ca.gov/SchoolDirectory/details?cdscode=31668946157374 CDS Code 31668946157374] and our [[FAQ#Why is Global SchoolONE not found in the PSS Private School Locator?\|Federal NCES ID is A2300227]]. More information about the legal status of our school can be found in our [[FAQ]].