DUARTE, J.—
Charter schools are "public schools funded with public money but run by private individuals or entities rather than traditional public
This case presents an issue of statutory interpretation of the scope of these geographic restrictions. Specifically, the issue presented is whether the comprehensive statutory scheme governing charter schools permits a charter school — that is authorized by a school district and provides support for nonclassroom-based independent study — to locate a resource center outside the geographic boundaries of the authorizing school district but within the same county.
As we explain, applying well-established rules of statutory construction to the language of the Charter Schools Act, we conclude that the answer is no.
The 2002 amendments generally require charter schools to operate within the geographic boundaries of the authorizing school district. (§ 47605, subd. (a)(1).) There are limited exceptions (§ 47605.1, subds. (c), (d) & (g)) to this restriction, including an exception for a resource center, meeting space, or other satellite facility located in an adjacent county, provided certain conditions are met (id., subd. (c)). There are also exceptions where the charter school has been authorized by the county board of education as a county charter school (§ 47605.6) or by the State Board of Education as a state charter school (§ 47605.8). None of these exceptions applies here.
Shasta Secondary Home School (SSHS) operates a nonclassroom-based charter school, providing educational support for students who are home-schooled. The Shasta Union High School District is the authorizing school district for SSHS and is responsible for its oversight. (See §§ 47612, 47615, subd. (a)(2).) SSHS operates two resource centers in Redding which provide educational services, labs, a meeting place for the student and his or her facilitator, work spaces, and some optional classes. In 2013, SSHS opened a third resource center in a room at the East Cottonwood Elementary School. This location is within Shasta County, but outside the boundaries of the Shasta Union High School District. Instead, it is within the boundaries of plaintiff Anderson Union High School District (AUHSD).
AUHSD brought suit, seeking injunctive and declaratory relief, contending the location of this resource center violated the Charter Schools Act, as well
Because the language of the Charter Schools Act does not support that interpretation, we reverse.
SSHS is a nonclassroom-based school established in 1999. Its charter was last renewed in 2011 and expired June 30, 2016. The Shasta Union High School District authorized the charter and is responsible for oversight of SSHS. SSHS uses an individualized learning model which consists of a combination of (1) homeschooling, (2) optional group classes, (3) online courses, (4) student driven electives, (5) concurrent enrollment at a campus site of the authorizing school district, and (6) college level courses.
SSHS has two resource centers in Redding, the Gold Street Resource Center and the adjacent Market Street Resource Center. These resource centers are within the boundaries of Shasta Union High School District and provide students with tutoring, special education services, computer and science labs, and student work spaces. Students can meet there with their facilitator, a guidance counselor, or the Director of SSHS. A student must meet with his or her facilitator at least once every 20 days, with a parent or guardian in attendance. Optional classes are offered at the Gold Street Resource Center.
In July 2013, SSHS opened a third resource center in the East Cottonwood Elementary School (the Cottonwood Resource Center). This resource center is intended to serve students in southern Shasta County and northern Tehama County. The Cottonwood Resource Center is a one-room facility with four computer workstations, desks, a small library, and a white board. At the resource center, students may check out instructional materials, use the computer workstations, work on assignments, and receive tutoring. The Cottonwood Resource Center does not offer optional classes. It is open three days a week, and is located within Shasta County, but outside the boundaries of the Shasta Union High School District. It is inside the boundaries of AUHSD.
The head of technology at East Cottonwood Elementary School informed AUHSD of this resource center. AUHSD brought a complaint for injunctive
The trial court denied the TRO and ordered SSHS to appear and show cause why a preliminary injunction should not be issued restraining and enjoining it from establishing a satellite educational facility within the boundaries of AUHSD.
After a hearing, the trial court denied the preliminary injunction, finding AUHSD failed to show irreparable harm or to establish the likelihood that it would prevail on the merits.
AUHSD filed an amended complaint. It sought injunctive relief, restraining SSHS from operating a resource center within AUHSD's boundaries. It also sought declaratory relief in the form of a declaration that (1) the Cottonwood Resource Center was a "schoolsite" within the meaning of section 47612.5, subdivision (e)(3); (2) SSHS was acting outside the scope of its charter; (3) SSHS had not complied with section 47605.1, subdivision (d), and therefore could not operate a resource center within the boundaries of AUHSD; and (4) section 47605.1, subdivision (c) does not permit SSHS to operate a satellite facility within the boundaries of AUHSD.
The parties stipulated to a trial on the briefs, and waived their right to a bench trial. They provided a joint statement of stipulated facts and documents.
The trial court determined the Cottonwood Resource Center was not a "schoolsite," because the resource center was not used principally for classroom instruction.
The court entered judgment for SSHS and AUHSD appealed.
Article IX, section 5 of the California Constitution requires the Legislature to provide a free public school system. The Legislature has chosen to implement this requirement through local school districts. (Wells v. One2One Learning Foundation (2006) 39 Cal.4th 1164, 1195 [48 Cal.Rptr.3d 108, 141 P.3d 225].) Beginning with the 1990-1991 school year, the Legislature permitted a school district to offer independent study. (§ 51745.) Funding for independent study is limited to pupils in that county or an adjacent county. (§ 51747.3, subd. (b).)
In 1992, the Legislature enacted the Charter Schools Act, adding charter schools to the public education system "to provide opportunities for teachers, parents, pupils, and community members to establish and maintain schools that operate independently from the existing school district structure." (§ 47601.) "The Legislature intended its authorization of charter schools to improve public education by promoting innovation, choice, accountability, and competition. [Citations.]" (Today's Fresh Start, supra, 57 Cal.4th at pp. 205-206.) Charter schools must be free, nonsectarian, and open to all students; they cannot discriminate against students on the basis of ethnicity, national origin, gender, or disability. (§ 47605, subd. (d).) A charter school must comply with the terms of its charter, the Charter Schools Act, and other specified laws, but it is otherwise exempt from laws governing school districts. (§ 47610.)
Originally, the number of charter schools was limited to 100 and a charter school could be initiated only by a petition signed by a certain number of teachers and submitted to the governing board of the school district. (Former §§ 47602, 47605, subd. (a).) The governing board had discretion to approve the petition and preference was given to petitions demonstrating the capability to provide education to low-achieving students. (Former § 47605, subds. (b) & (h).) A charter may be granted for a period of up to five years and may be renewed for additional five-year periods. (§ 47607, subd. (a).)
In 1998, the Legislature enacted Assembly Bill No. 544 (1997-1998 Reg. Sess.) (Assembly Bill No. 544), which "substantially revamped" the Charter Schools Act. (Wilson v. State Bd. of Education (1999) 75 Cal.App.4th 1125, 1132 [89 Cal.Rptr.2d 745] (Wilson).) Assembly Bill No. 544 replaced the cap
Other new provisions of Assembly Bill No. 544 provide greater control over charter schools. Teachers in charter schools must hold a Commission on Teaching Credentialing certificate or equivalent. (§ 47605, subd. (l).) There are provisions for greater financial accountability. (Id., subds. (b)(5)(I) & (g).) Charter schools must "promptly respond to all reasonable inquiries," including those from the chartering authority or the Superintendent of Public Instruction. (§ 47604.3.) Additionally, the chartering authority can "inspect or observe any part of the charter school at any time" (§ 47607, subd. (a)(1)) and charge the school for supervisorial oversight (former § 47613.7, subd. (a), now § 47613). This control and oversight by public officials legitimizes charter schools. (California School Bds. Assn. v. State Bd. of Education (2010) 186 Cal.App.4th 1298, 1326 [113 Cal.Rptr.3d 550] (CSBA).) Public control and oversight "arguably is constitutionally necessary." (Today's Fresh Start, supra, 57 Cal.4th at p. 206; see Mendoza v. State of California (2007) 149 Cal.App.4th 1034, 1060-1061 [57 Cal.Rptr.3d 505] [transfer of authority over part of public school system to entities outside public school system violated Cal. Const.]; Wilson, supra, 75 Cal.App.4th at pp. 1139-1140 [rejecting claim of unconstitutional delegation of legislative powers because charter schools are under control of officers of public schools].)
The Legislature made further refinements to the Charter Schools Act in Senate Bill No. 434 (1998-2000 Reg. Sess.). Charter Schools are required to offer the same number of instructional minutes as school districts, maintain records of pupil attendance, and certify that pupils have participated in state testing. (§ 47612.5, subd. (a).) Charter schools providing independent study must comply with statutory and regulatory provisions relating to independent
In 2002, the Legislature made significant amendments to the Charter Schools Act in Assembly Bill No. 1994 (2001-2002 Reg. Sess.) (Assembly Bill No. 1994), adding "stringent geographical restrictions" for the operation of charter schools. (CSBA, supra, 186 Cal.App.4th at p. 1307; see §§ 47605, subd. (a)(1), 47605.1.) "The impetus behind those amendments, which were sponsored by the State Superintendent of Public Instruction, was explained in an analysis prepared for the Senate Committee on Education. `The [State Board] has in practice allowed single charters to be used to authorize the operation of multiple school sites, which are called "satellites" of the charter. Satellites have often operated at considerable distance from the "home" charter. Early this year the Gateway Charter School, chartered by the Fresno Unified School District, was the subject of several newspaper articles and an ongoing law enforcement investigation, concerning allegations that satellites of the Gateway School were operating in violation of several laws. Gateway's charter was revoked by the district governing board who cited the difficulties of keeping track of remote (satellite) operations as a reason why various anomalies were not discovered sooner.' [Citation.] As stated in a comment to another analysis, `[b]y placing a geographic restriction on a charter school's operations, this bill would help clarify a district's sovereignty over public education provided within its boundaries and [would] enhance oversight of charter schools.' [Citation.]" (CSBA, supra, 186 Cal.App.4th at pp. 1307-1308.)
The geographic restrictions contained in Assembly Bill No. 1994 are the subject of this appeal. Under the 2002 amendments, a school chartered by a school district must identify a "single charter school that will operate within the geographic boundaries of that school district." (§ 47605, subd. (a)(1).)
There are limited exceptions to these restrictions. Where a charter school provides a majority of its educational services in, and a majority of its pupils are residents of, the county in which it is authorized, it may establish "a resource center, meeting space, or other satellite facility" in an adjacent county, provided the facility is used exclusively for educational support of pupils enrolled in nonclassroom-based independent study. (§ 47605.1, subd. (c).) If a charter school has unsuccessfully attempted to locate a single site within the district to house its entire program, or a temporary site is need during construction or expansion, it may establish one site outside the district, but within the county where the district is located. (Id., subd. (d)(1).) The jurisdictional limitations do not apply to charter schools providing instruction in partnership with the federal Workforce Investment Act of 1998 (Pub.L. No. 105-220 (Aug. 7, 1998) 112 Stat. 936), federal YouthBuild or job corps training programs, the California Conservation Corps, and instruction provided to some juvenile court school pupils (§ 47605.1, subd. (g)).
Assembly Bill No. 1994 added a new provision authorizing a county board of education to approve a "countywide" charter school in the first instance.
Assembly Bill No. 1994 also authorized "state charter school[s]" which would be permitted to operate without geographic restrictions throughout the state. (§ 47605.8, subd. (a).) Similar to the limitation imposed on county
On appeal, AUHSD contends (1) the geographic limitations in the Charter Schools Act on the location of charter school facilities apply to all charter schools, including those that operate nonclassroom-based programs; (2) the statutory exceptions to these limitations, set forth in section 47605.1, subdivisions (c) and (d), do not apply in this case; (3) the Cottonwood Resource Center is barred because its location is not identified in SSHS's charter; and (4) compelling public policy supports reversal of the judgment.
SSHS objects that these issues are not the same as those AUHSD asked the trial court to decide in its request for declaratory relief and requests that this court limit its review to the issues decided by the trial court.
We agree there has been a change in the emphasis of AUHSD's argument. AUHSD has shifted from its previous argument that the Cottonwood Resource Center is a "schoolsite" as defined in section 47612.5, subdivision (e)(3). As it made clear at oral argument, AUHSD now contends that the scope and nature of services provided at a resource center are immaterial to our analysis. Although phrased somewhat differently, the issues we must decide are the same as those decided by the trial court — whether locating a resource center outside the boundaries of the authorizing school district violates the Charter Schools Act, SSHS's charter, or public policy.
This language evinces the unambiguous legislative intent that a charter school authorized by a school district shall be located and operate entirely within the boundaries of the authorizing school district, whether at one or multiple locations. The geographic limitations apply to the operation of the charter school. The Cottonwood Resource Center, by providing educational support to students of SSHS, is part of the operation of SSHS. Therefore, the in-district geographic limitation applies to the Cottonwood Resource Center unless there is an applicable exception.
SSHS argues, and the trial court found, that subdivision (a) of section 47605 applies only to classroom-based charter schools, and not to nonclassroom-based charter schools. The reasoning is that classroom-based charter schools and nonclassroom-based charter schools are different, and are treated differently in many areas of the Charter Schools Act besides funding. SSHS contends the Legislature recognized this distinction and set different geographic restrictions for classroom-based and nonclassroom-based charter schools.
We turn now to certain exceptions in section 47605.1.
SSHS relies on the permissive nature of the Education Code and the flexibility granted charter schools to support its position. Section 35160 allows a school district to initiate and carry on any activity which is not in conflict with or inconsistent with any law. The Charter Schools Act was intended to give flexibility to charter schools. (Wilson, supra, 75 Cal.App.4th at pp. 1140-1141; see § 47601.) Section 47610, known as the mega-waiver statute, exempts charter schools from most of the laws that govern school districts. SSHS asserts that in keeping with the permissive nature of the code and the flexibility granted charter schools "in-county resource centers are permitted, as no law prohibits them."
As we have shown, this assertion is not accurate. Sections 47605 and 47605.1 prohibit such in-county resource centers.
SSHS contends that interpreting the Charter Schools Act to prohibit placement of a resource center outside the boundaries of the authorizing
SSHS contrasts the preamble of subdivisions (c) and (d) of section 47605.1. Subdivision (c) begins, "Notwithstanding any other law ...." (§ 47605.1, subd. (c).) In contrast, subdivision (d) begins, "Notwithstanding subdivision (a) or subdivision (a) of Section 47605 ...." (§ 47605.1, subd. (d).) Subdivision (d) provides an exception for a charter school to establish a site outside the boundaries of the authorizing school district, but within the county, under certain conditions. SSHS argues that because section 47605.1, subdivision (c) does not specify subdivision (a) of section 47605 and subdivision (a) of section 47605.1 in its "notwithstanding" preamble, these sections do not apply to resource centers. We find this argument unconvincing. The broader "notwithstanding" preamble of section 47605.1, subdivision (c) was necessary to override laws other than section 47605, subdivision (a) and section 47605.1, subdivision (a). For example, the exception in section 47605.1, subdivision (c) permits a county charter school to establish a resource center in an adjacent county, notwithstanding the provisions of section 47605.6, subdivision (a)(1) that restrict operation of a county charter school to "the geographic boundaries of the county."
SSHS contends its position that the Cottonwood Resource Center is not governed by sections 47605 and 47605.1 is supported by the interpretation offered by the State Department of Education. In 2002, the State Department
Here the agency interpretation simply summarizes the key provisions of section 47605.1. There is no indication that the agency is drawing upon its particular expertise or that it had any role in drafting the legislation. Rather, the agency was simply summarizing — and thus interpreting — the statute. The expertise for that task lies in the courts, not the agency. (Dyna-Med, Inc. v. Fair Employment & Housing Com. (1987) 43 Cal.3d 1379, 1389 [241 Cal.Rptr. 67, 743 P.2d 1323] ["The final meaning of a statute ... rests with the courts"].) The memorandum's summary appears to track subdivision (c) of section 47605.1, but without any reference to establishing a resource center in an adjacent county. Because the agency interpretation is thus incomplete, and, as set forth ante, inconsistent with the statutory language, we decline to adopt it.
In the trial court, AUHSD offered a competing interpretation by the State Department of Education. In an e-mail dated June 20, 2007, the director of the charter schools division of the State Department of Education recognized that some nonclassroom-based charter schools had established resource centers outside the boundaries of the authorizing school district but within the same county. She opined, "There does not appear to be any specific statutory right to this placement." The trial court sustained SSHS's objection to this e-mail. AUHSD contends the trial court abused its discretion in excluding this evidence. We find no abuse of discretion. For the same reasons that we
Both parties contend public policy considerations support their position. AUHSD argues Assembly Bill No. 1994, with its geographic limitations, was enacted to provide greater oversight of charter schools, oversight that is necessary due to past mismanagement of public monies. SSHS counters that since the Legislature permits a resource center in an adjacent county, appropriate oversight can occur in the same county. SSHS further argues that the Charter Schools Act was designed to provide competition (§ 47601, subd. (g)), and AUHSD is trying to stifle competition. SSHS and some amici curiae argue restricting the location of resource centers harms students, particularly those who may have difficulty traveling to more distant resource centers.
Because we have interpreted the geographic limitations of the Charter Schools Act based on the plain language of the statute, we do not entertain the various policy arguments.
The judgment is reversed. The matter is remanded to the trial court for further proceedings consistent with this opinion, including the determination
Raye, P. J., and Renner, J., concurred.