Welcome to EducateONE's Policy Handbook
EducateONE Policy Handbook
Article I. EducateONE Organizational Policies
Chapter 1. Corporate Identity, Legal Status, and Purposes
- § 1.1.00. Corporate Name and Identity
- § 1.2.00. California Nonprofit Public Benefit Corporation Status
- § 1.3.00. Charitable and Educational Purposes
- § 1.4.00. Organizational Mission and Institutional Flexibility
- § 1.5.00. Relationship Between EducateONE and Its Educational Institutions
Chapter 2. Tax-Exempt Status, Charitable Limitations, and Private Benefit Restrictions
- § 2.1.00. Federal Tax-Exempt Status
- § 2.2.00. Charitable and Educational Limitations
- § 2.3.00. Private Inurement Prohibited
- § 2.4.00. Private Benefit Restrictions
- § 2.5.00. Excess Benefit Transactions
- § 2.6.00. Political Campaign, Legislative Activity, and Lobbying Policy
- § 2.7.00. Legislative Activity and Lobbying
- § 2.8.00. Non-Discrimination Policy
- § 2.9.00. Student Assistance Policy
Chapter 3. Asset Dedication, Dissolution, and Restricted Funds
- § 3.1.00. Dedication of Assets
- § 3.2.00. Dissolution Distribution
- § 3.3.00. Restricted Funds
- § 3.4.00. Donor-Restricted Gifts
- § 3.5.00. Institutional Funds and Charitable Trust Restrictions
Chapter 4. Membership, Classes, Reserved Powers, and Internal Constitutional Authority
- § 4.1.00. Membership Structure
- § 4.2.00. Classes of Members
- § 4.3.00. Reserved Powers
- § 4.4.00. Internal Constitutional Authority
- § 4.5.00. Member Voting and Approval Rights
- § 4.6.00. Member Discipline, Suspension, or Removal
Chapter 5. Board of Directors
- § 5.1.00. Board Authority
- § 5.2.00. Number, Selection, and Qualification of Directors
- § 5.3.00. Director Terms
- § 5.4.00. Director Duties
- § 5.5.00. Board Meetings
- § 5.6.00. Board Voting and Action
- § 5.7.00. Removal, Resignation, and Vacancies
Chapter 6. Officers and Executive Authority
- § 6.1.00. Officers
- § 6.2.00. Executive Director Authority
- § 6.3.00. President or Chief Executive Authority
- § 6.4.00. Secretary
- § 6.5.00. Treasurer or Chief Financial Officer
- § 6.6.00. Delegation of Executive Authority
Chapter 7. Committees, Councils, and Delegated Bodies
- § 7.1.00. Board Committees
- § 7.2.00. Advisory Committees
- § 7.3.00. Councils and Special Bodies
- § 7.4.00. Delegated Authority
- § 7.5.00. Committee Records and Reports
Chapter 8. Conflicts of Interest, Interested Transactions, and Duty of Loyalty
- § 8.1.00. Conflict of Interest Policy
- § 8.2.00. Interested Persons
- § 8.3.00. Financial Interests
- § 8.4.00. Duty to Disclose
- § 8.5.00. Determining Whether a Conflict Exists
- § 8.6.00. Procedures for Addressing Conflicts
- § 8.7.00. Records of Proceedings
- § 8.8.00. Annual Statements
Chapter 9. Compensation, Reimbursement, and Excess Benefit Controls
- § 9.1.00. Executive Compensation
- § 9.2.00. Compensation Review and Approval
- § 9.3.00. Rebuttable Presumption of Reasonableness
- § 9.4.00. Compensation Documentation
- § 9.5.00. Reimbursement and Expense Payments
- § 9.6.00. Excess Benefit Transaction Controls
Chapter 10. Indemnification, Insurance, and Liability Protection
- § 10.1.00. Indemnification
- § 10.2.00. Advancement of Expenses
- § 10.3.00. Insurance
- § 10.4.00. Limitations on Indemnification
Chapter 11. Corporate Records, Minutes, Reports, and Inspection Rights
- § 11.1.00. Corporate Records
- § 11.2.00. Board and Committee Minutes
- § 11.3.00. Annual Reports
- § 11.4.00. Financial Records
- § 11.5.00. Inspection Rights
- § 11.6.00. Records Retention and Destruction
- § 11.7.00. Whistleblower and Non-Retaliation Policy
- § 11.8.00. Public Inspection and Disclosure Policy
- § 11.9.00. Demographic Information Collection and Confidentiality
- § 11.10.00. Participant Record Collection and Maintenance
Chapter 12. Finance, Accounting, Internal Controls, Banking, and Gifts
- § 12.1.00. Financial Management and Controls
- § 12.2.00. Accounting System
- § 12.3.00. Internal Controls
- § 12.4.00. Banking and Deposits
- § 12.5.00. Budgeting
- § 12.6.00. Gifts, Grants, and Contributions
- § 12.7.00. Procurement and Purchasing
- § 12.8.00. Fundraising and Charitable Solicitation Compliance Policy
- § 12.9.00. International Restricted-Party and Cross-Border Compliance Policy
Chapter 13. Contracts, Instruments, Execution Authority, and Delegations
- § 13.1.00. Contract Authority
- § 13.2.00. Execution of Instruments
- § 13.3.00. Delegated Signing Authority
- § 13.4.00. Contract Review
- § 13.5.00. Authority Limits
Chapter 14. Subsidiaries, Affiliates, Partnerships, and Related Entities
- § 14.1.00. Subsidiaries and Controlled Entities
- § 14.2.00. Affiliates
- § 14.3.00. Partnerships and Joint Ventures
- § 14.4.00. Management Organizations
- § 14.5.00. Related-Entity Transactions
Chapter 15. Policy Adoption, Amendment, Interpretation, and Construction
- § 15.1.00. Policy Adoption
- § 15.2.00. Policy Amendment
- § 15.3.00. Policy Interpretation
- § 15.4.00. Construction and Definitions
- § 15.4.01. Policy Layout Standard and Style Guide
- § 15.5.00. Conflicts Between Policies
Article II. PreschoolONE Policies
Detailed chapter structure not yet defined.
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
- § 1.1.00. Vision and Mission
- § 1.2.00. Leadership and Governance
- § 1.3.00. Faculty and Staff
- § 1.4.00. Continuous Improvement
- § 1.5.00. Resources
- § 1.6.00. Accountability and Compliance
Chapter 2. Curriculum, Teaching and Learning, and Assessment and Data Analysis
Chapter 3. School Culture, Systems of Support, and Student Success and Community Partnerships
- § 3.1.00. School Culture
- § 3.2.00. Systems of Support
- § 3.3.00. Student Success and Community Partnerships
Article IV. SchoolONE Public-System School Policies
Detailed chapter structure not yet defined.
Article V. UniversityONE Policies
Detailed chapter structure not yet defined.
Administrative Notes
- Policy and guideline page titles should include the full document-type citation before the section symbol when practical.
- Examples:
** Policies/EducateONE Organizational Policy § 8.1.00. Conflict of Interest Policy ** Policies/EducateONE Organizational Guideline § 15.4.01. Policy Layout Standard and Style Guide ** Policies/SchoolONE Policy § 1.3.01. California Commission Credential Designation ** Policies/SchoolONE Guideline § 1.3.00. Faculty and Staff ** Policies/PreschoolONE Policy § 1.1.00. Placeholder ** Policies/UniversityONE Policy § 1.1.00. Placeholder