The Legislature in 1992 enacted the Charter Schools Act of 1992 (Ed. Code, § 47600 et seq.; the Act).
Bullis Charter School filed a petition for writ of mandamus and a complaint alleging that the Los Altos School District (District) had violated the Act, as amended, by failing to offer and provide Bullis with facilities for the 2009-2010 school year that were reasonably equivalent to other public schools in the District. The District prevailed and Bullis challenges the
We conclude that the District offer of facilities for the 2009-2010 school year did not comply with Proposition 39 or its implementing regulations. Proposition 39 mandates that facilities be "shared fairly" among all public school students, including charter school students (§ 47614, subd. (a)). The regulations specify that a school district—in responding to a Proposition 39 facilities request by offering "reasonably equivalent" facilities to the charter school—must (1) select appropriate district-run schools to use as a comparison group with the charter school, (2) consider three categories of space (teaching, specialized teaching, and non-teaching space) in the comparison group schools, and (3) consider the site size of the comparison schools. In making its facilities offer, the school district must make a good faith effort to consider and accurately measure all of the facilities of the comparison group schools and accurately describe the facilities offered to the charter school. It is only through such an approach that one can determine whether "reasonably equivalent" facilities have been offered by the school district.
The District, in its facilities offer here, excluded from consideration over one million square feet of collective nonclassroom space of the comparison group schools. Its past practice notwithstanding, the District failed even to consider total site size; had it done so, using its own methodology, its offer would have contained some 35 percent greater acreage. It overstated the facilities offered to Bullis by considering (1) a soccer field on a 100 percent basis even though its shared use made it available to the charter school for only 40 percent of the time, and (2) a multipurpose room as being District supplied, even though it was built, owned, and operated by Bullis. And the District used an arbitrary "standard" size figure for certain facilities (e.g., libraries), thereby understating the appropriate size of such facility to be offered to Bullis. Based upon these deficiencies in the aggregate, we hold that the facilities offer was inconsistent with the mandate of Proposition 39 that a school district conduct a fair assessment of the facilities needed by the in-district charter school students so that those facilities offered meet the reasonable equivalence standard. The court should have granted mandamus and declaratory relief making an affirmative finding that the District acted arbitrarily by failing to apply the proper legal standards in its facilities offer to Bullis, in violation of Proposition 39. Accordingly, we will reverse the judgment.
Bullis filed this action against the District on June 10, 2009.
Bullis alleged in the Petition that it was established in the Spring of 2003.
In September 2008, Bullis submitted to the District its annual "Proposition 39 facilities request" for the 2009-2010 school year, which included enrollment projections and a request for facilities for a newly authorized seventh grade classroom. The District made a preliminary offer of facilities on January 30, 2009. Bullis responded by noting a series of claimed deficiencies with the preliminary offer, and on April 1, 2009, the District submitted its final offer of facilities for the 2009-2010 school year (Facilities Offer, or Offer). Both the Facilities Offer and the preliminary offer (attached to the Facilities Offer) utilized in the analysis five District-run elementary schools as comparison schools (i.e., Loyola, Covington, Almond, Santa Rita, and Gardner Bullis (Gardner)). The final Facilities Offer did not provide any facilities for a seventh grade. Bullis notified the District that it would occupy the facilities offered by the District, but continued to communicate its position that the District's Offer was deficient in that it failed to offer any facilities for the seventh grade and did not propose reasonably equivalent facilities for K-6.
The parties submitted substantial briefing and evidence in support of, and in opposition to, the Petition, including supplemental supporting and opposing papers. After hearing extensive argument, on November 24, 2009, the court issued an order denying the relief sought in the Petition. A judgment was thereafter entered in favor of the District, and Bullis filed a timely notice of appeal.
The 2009-2010 school year had ended by the time appellate briefing was completed in this case. Because the issues on appeal concern whether the District's final offer of facilities for the 2009-2010 school year violated the Act and Proposition 39, we deemed the potential mootness of this case to be of significant prominence which warranted further briefing. (See City of Hollister v. Monterey Ins. Co. (2008) 165 Cal.App.4th 455, 479 [81 Cal.Rptr.3d 72] [mootness may be examined by appellate court on its own motion].) After considering the supplemental letter briefs of the parties, we conclude that this case is not moot. Moreover, even were we to find it moot, we would nonetheless exercise our discretion to decide the case because the issues are of sufficient public interest and are likely to recur.
Examples in which subsequent events have rendered a controversy moot are numerous. They include cases in which a legislative enactment eliminated the sole issue on appeal (Sagaser v. McCarthy (1986) 176 Cal.App.3d 288, 299 [221 Cal.Rptr. 746]); the child who was the subject of a guardianship order became an adult while the appeal was pending (Estate of McSwain (1917) 176 Cal. 287, 288 [168 P. 117]); and the parties settled the disputes arising out of an underlying contract while the appeal was pending (Cappellino v. Moore (1929) 207 Cal. 36, 38 [276 P. 575]). The mere passage of time after the entry of the judgment from which an appeal is taken may also render the controversy moot. (See, e.g., Feder v. Lahanier (1962) 200 Cal.App.2d 483, 484-485 [19 Cal.Rptr. 638].)
Even if a case is technically moot, the appellate court may nonetheless exercise its discretion to decide the case. Such an exercise of discretion may occur where the case "poses an issue of broad public interest that is likely to recur." (In re William M. (1970) 3 Cal.3d 16, 23 [89 Cal.Rptr. 33, 473 P.2d 737]; see also Konig v. Fair Employment & Housing Com. (2002) 28 Cal.4th 743, 745-746, fn. 3 [123 Cal.Rptr.2d 1, 50 P.3d 718].) This exception has been invoked in many instances in order to decide a case of continuing public interest. (See, e.g., Johnson v. Hamilton (1975) 15 Cal.3d 461, 465 [125 Cal.Rptr. 129, 541 P.2d 881] [observing that it has been "frequently held that a case is not mooted from the fact alone that the issue in the case is of no further immediate interest to the person raising it"]; California Correctional Peace Officers Assn. v. State of California (2000) 82 Cal.App.4th 294, 303-304 [98 Cal.Rptr.2d 302] ["There is ample precedent for resolving
Another exception to the mootness doctrine is where there is a distinct possibility that the controversy between the parties may recur. (Cucamongans United for Reasonable Expansion v. City of Rancho Cucamonga (2000) 82 Cal.App.4th 473, 479 [98 Cal.Rptr.2d 202] (Cucamongans United).) A third exception exists "when a material question remains for the court's determination [citation]." (Id. at p. 480.)
In this instance, although the 2009-2010 school year has long since passed—as has, of course, the 2010-2011 school year—it is readily apparent to this court that the controversy raised by Bullis's Petition is one that possibly, if not probably, will recur. The process by which Bullis, like all other charter schools, must request facilities from the District is an annual one. (See § 47614, subd. (b)(2).)
Under similar circumstances, the court in Environmental Charter High School v. Centinela Valley Union High School Dist. (2004) 122 Cal.App.4th 139 [18 Cal.Rptr.3d 417] (Environmental Charter High School) applied this exception to the mootness doctrine. There, the charter school brought a mandamus proceeding challenging the denial of a facilities request based on the school district's claim that there was a lack of documentation in support of the request. (Id. at pp. 143, 144.) The charter school argued that the additional information sought by the district was confidential and could not be released without the consent of the parents of the prospective students. (Id. at p. 143.) After the trial court granted the petition and the school district appealed, the appellate court, notwithstanding that the school year in question had expired, concluded that the case was not moot "because the parties' dispute over application of the regulations to a facilities request is likely to recur." (Id. at p. 144.)
Furthermore, even were we to find the recurrence of this controversy between the parties to be unlikely, we believe this case presents issues of
Our high court has described the appropriate level of judicial scrutiny of agency action "`in any particular case is perhaps not susceptible of precise formulation, but lies somewhere along a continuum with nonreviewability at one end and independent judgment at the other.' [Citation.] Quasi-legislative administrative decisions are properly placed at that point of the continuum at which judicial review is more deferential; ministerial and informal actions do not merit such deference, and therefore lie toward the opposite end of the continuum." (Western States Petroleum Assn. v. Superior Court (1995) 9 Cal.4th 559, 575-576 [38 Cal.Rptr.2d 139, 888 P.2d 1268].) The First District Court of Appeal has enunciated some guiding principles for our consideration of this appeal: "Courts exercise limited review in ordinary mandamus proceedings. They may not reweigh the evidence or substitute their judgment for that of the agency. They uphold an agency action unless it is arbitrary, capricious, lacking in evidentiary support, or was made without due regard for the petitioner's rights. [Citations.] However, courts must ensure that an agency has adequately considered all relevant factors, and has demonstrated a rational connection between those factors, the choice made, and the purposes of the enabling statute. [Citation.] Because trial and appellate courts perform the same function in mandamus actions, an appellate court reviews the agency's action de novo. [Citation.]" (Sequoia, supra, 112 Cal.App.4th at p. 195.)
The District argues, belatedly,
It is true that where a court's ruling on a traditional writ of mandate is founded on a resolution of conflicting evidence, the appellate court's "inquiry [is] whether the findings and judgment of the trial court are supported by substantial evidence." (Saathoff v. City of San Diego (1995) 35 Cal.App.4th 697, 700 [41 Cal.Rptr.2d 352].) "`However, the appellate court may make its own determination when the case involves resolution of questions of law where the facts are undisputed.' [Citation.]" (Agosto v. Board of Trustees of Grossmont-Cuyamaca Community College (2010) 189 Cal.App.4th 330, 336 [118 Cal.Rptr.3d 300]; see Cal. Civil Writ Practice (Cont.Ed.Bar 4th ed. 2011) § 11.16, pp. 256-257.) The interpretation of a statute is a question of law subject to independent review. (Farahani v. San Diego Community College Dist. (2009) 175 Cal.App.4th 1486, 1491 [96 Cal.Rptr.3d 900]; see also Branciforte Heights, LLC v. City of Santa Cruz (2006) 138 Cal.App.4th 914, 933 [42 Cal.Rptr.3d 96].)
Notwithstanding the District's belated attempt in its rehearing petition to characterize the trial court's decision as one involving a resolution of disputed facts, it is clear that the matter here involves an interpretation of Proposition 39 and its implementing regulations, and their application to the District's Facilities Offer.
The Legislature adopted the Act in 1992 for the express purpose of "provid[ing] opportunities for teachers, parents, pupils, and community members to establish and maintain schools that operate independently from the existing school district structure . . . ." (§ 47601.) The Act had six stated goals: (1) improving student learning; (2) increasing opportunities for learning and expanding learning experiences, particularly for low-achieving students; (3) fostering teaching techniques that are different and innovative; (4) developing new teaching opportunities, including the opportunity to be responsible for learning programs at the charter school; (5) giving expanded choices in educational opportunities to parents and students beyond those available in the public school system; and (6) making charter schools accountable for achieving measurable student outcomes. (§ 47601, subds. (a)-(f).) When it amended the Act in 1998, the Legislature identified a seventh goal of affording robust competition within the public school system to encourage ongoing improvements for all public schools. (§ 47601, subd. (g), added by Stats. 1998, ch. 34, § 1, pp. 193-194.)
California voters in November 2000 approved Proposition 39, which included amending section 47614. That statute had previously imposed a limited obligation upon a school district to provide facilities to charter schools: A district was required to provide to a charter school operating in its district, "at no charge, facilities not currently used by the school district for instructional or administrative purposes, or that have not been historically used for rental purposes." (Former § 47614, added by Stats. 1998, ch. 34, § 15, pp. 202-203.) Proposition 39—containing the recital of the voters' intent "that public school facilities should be shared fairly among all public school pupils, including those in charter schools" (§ 47614, subd. (a), italics added)—significantly changed this obligation. (See California School Bds. Assn. v. State Bd. of Education (2010) 191 Cal.App.4th 530, 540-541 [119 Cal.Rptr.3d 596].) Instead of requiring each district to provide its castoff school property to charter schools at no cost, the voter-approved amendment provided in part: "Each school district shall make available, to each charter school operating in the school district, facilities sufficient for the charter school to accommodate all of the charter school's in-district students in conditions reasonably equivalent to those in which the students would be accommodated if they were attending other public schools of the district. Facilities provided shall be contiguous, furnished, and equipped, and shall remain the property of the school district. The school district shall make reasonable efforts to provide the charter school with facilities near to where the charter school wishes to locate, and shall not move the charter school unnecessarily." (§ 47614, subd. (b), italics added.)
The proposition established a procedural mechanism by which a charter school could make an annual facilities request to the school district in which the school operated, including in the request "a reasonable projection of the charter school's average daily classroom attendance by in-district students for the following year." (§ 47614, subd. (b)(2).) Districts were given the discretion to deny requests where the charter school projected less than 80 units of average daily attendance. (§ 47614, subd. (b)(4).) A charter school must make a showing of its enrollment projections with relevant supporting documentation in presenting its Proposition 39 facilities request to the school district. (Environmental Charter High School, supra, 122 Cal.App.4th at p. 153.) The Act, however, does not require the charter school to make its enrollment projections with "arithmetical precision." (Sequoia, supra, 112 Cal.App.4th at p. 196.)
Proposition 39 also required the State Department of Education to propose, and gave the State Board of Education the authority to adopt, regulations to implement the amendment to section 47614, including regulations defining (among other terms), "`conditions reasonably equivalent,'" and specifying annual facilities request procedures. (§ 47614, subd. (b)(6).) The State Board of Education in 2002 adopted regulations implementing the provisions of section 47614. (Cal. Code Regs., tit. 5, § 11969.1 et seq.)
One regulation adopted by the State Board of Education—regulation 11969.3, which is at the heart of this controversy—specifically addresses a school district's obligation to provide facilities to a charter school "sufficient. . . to accommodate all of the charter school's in-district students in conditions reasonably equivalent to [facilities they would receive] if they were attending other public schools of the district," as provided under section 47614, subdivision (b). Subdivisions (a) through (c) of regulation 11969.3 specify the school district's methodology for conducting a reasonable equivalency analysis in responding to a charter school's facilities request.
Subdivision (b) of regulation 11969.3 (captioned "Capacity") describes three categories of facilities a school district shall consider in its reasonable equivalence analysis.
Regulation 11969.3, subdivision (c) (captioned "Condition") identifies the factors a school district must consider in determining "whether the condition of facilities provided to a charter school is reasonably equivalent to the condition of comparison group schools."
Regulation 11969.9 provides the procedure by which a charter school applies to a school district annually for facilities, and the school district responds to such a facilities request. The charter school must make a written request by November 1 of the preceding fiscal year (reg. 11969.9, subd. (b)), and the request must include, inter alia, a reasonable projection of its in-district students for the succeeding year and the method by which the projection was derived. (Reg. 11969.9, subd. (c)(1).) The school district may object to any of the charter school's projections (reg. 11969.9, subd. (d)), and the charter school may respond to those objections (reg. 11969.9, subd. (e)) within specified times. The district must prepare by February 1 a written preliminary proposal for facilities. (Reg. 11969.9, subd. (f).) "At a minimum, the preliminary proposal shall include (1) the projections of in-district classroom ADA on which the proposal is based, (2) the specific location or locations of the space, (3) all conditions pertaining to the space, including a draft of any proposed agreement pertaining to the charter school's use of the space, and (4) the projected pro rata share amount and a description of the methodology used to determine that amount. The district shall also provide the charter school a list and description of the comparison group schools used in developing its preliminary proposal, and a description of the differences between the preliminary proposal and the charter school's facilities request. . . ." (Ibid.) The charter school may respond to the preliminary proposal by March 1 (reg. 11969.9, subd. (g)), and by April 1, the district must submit its final written offer of facilities, responding to any concerns or counterproposals by the charter school, and identifying specifically, among other things, "the teaching station, specialized classroom space, and non-teaching station space offered for the exclusive use of the charter school and the teaching station, specialized classroom space, and non-teaching station space to which the charter is to be provided access on a shared basis with district-operated programs; [¶] [and] for shared space, the arrangements for sharing . . . ." (Reg. 11969.9, subd. (h)(1) & (2).)
Bullis contends that the District violated Proposition 39, as elucidated by the implementing regulations, by failing to provide facilities for the
These claimed flaws in the District's analysis consist in (1) the exclusion of large portions of the outdoor space at the five schools in the comparison group, thereby significantly understating that space; (2) giving insufficient consideration to Bullis's overall site size in relation to the total acreage of each of the comparison group schools, thereby ignoring the fact that the Egan site offered to Bullis was significantly smaller than the comparison schools' sites; (3) the incorrect selection of five schools for the comparison group, rather than the three comparison schools in which the largest number of charter school students reside, thereby deflating the acres-per-student needed by Bullis students; (4) overstating the size of the facilities offered to Bullis; (5) the improper use of "standard room" sizes instead of actual room sizes for certain rooms (e.g., libraries), thereby decreasing the room sizes needed by Bullis; and (6) failing to provide a before- and afterschool childcare facility that was available to each of the schools in the comparison group. We will examine each of these claims below in the context of evaluating whether the District satisfied its ministerial duty of providing a facilities offer that met Proposition 39's requirement that Bullis's in-district students be offered and provided "reasonably equivalent" facilities.
Bullis contends the District's Proposition 39 analysis was flawed because it significantly understated the amount of exterior space for each of the five schools in the comparison group. It argues that under the regulations, and in particular regulation 11969.3, all space, such as the outdoor "non-teaching
The Facilities Offer included a chart that, among other things, listed the outdoor space at each of the five comparison group schools; the space categories were described separately as "K play area," "non-K blacktop," and "Turf area." The chart also included a calculation of the average square footage for each of the three outdoor categories based upon the figures for the five comparison group schools.
Bullis presented evidence that large amounts (over 50 percent) of exterior square footage were not included in the District's calculations, thereby understating the actual amount of outdoor space at the comparison schools. Bullis's evidence may be summarized in the following table:
Table 1 — Total Outdoor Space — Five Comparison Group Schools (square feet) Comparison Bullis's District Difference Space AverageAverage Group Evidence Reported Excluded (Actual) (District School Reported) Almond 355,289 220,958 134,331 38%Loyola 337,866 154,818 183,048 54%Covington 497,198 146,769 350,429 70%Gardner 365,652 106,070 259,582 71%Santa Rita 409,740 238,707 171,033 42%Total 1,965,745 867,322 1,098,423 56% 393,149 173,46413
In addition to Bullis showing the total outdoor space for each of the comparison group schools, it presented evidence of the amount of actual "K play area," "non-K blacktop," and "Turf area" for the five schools. The following table presents this apples-to-apples comparison between the calculations in the Facilities Offer and those presented by Bullis—showing that the District's figures generally were understated:
Table 2 — Outdoor Space (K Play, Non-K Blacktop, Turf) — Five Comparison Group Schools (square feet) Almond Loyola Covington Gardner Santa Average Rita Bullis's Evidence K 12,223 9,490 16,057 12,310 6,211 11,258 Non-K 78,129 58,979 57,578 51,257 55,992 60,387 Turf 144,586 101,924 128,933 50,485 210,668 127,319 Total 234,988 170,393 202,568 114,052 272,871 198,964District Reported K 10,387 5,557 7,635 10,300 6,007 7,977 Non-K 78,446 57,588 54,217 46,640 43,930 56,164 Turf 132,125 91,673 84,917 49,130 188,770 109,323 Total 220,958 154,818 146,769 106,070 238,707 173,464
The District's Offer included the square footage of these three areas of outdoor space proposed to Bullis—6,850 (K), 49,330 (non-K), and 91,410 (turf). The understatement of the comparison group schools' square footage of these three areas obviously reduced the actual gap between the average space at the comparison schools and the analogous space offered to Bullis.
Randall Kenyon, assistant superintendent of the District, testified that much of the comparison schools' exterior space, which he generally described as "unusable areas," was not included in the Proposition 39 analysis for the 2009-2010 school year. This excluded space included landscaping, "hilly unusable area," picnic tables, and walkways (at Covington); a large sloped area, other flat landscaped areas, a lunch area, and a childcare area (at Gardner); a playground, landscaping, blacktop between buildings and a field, lunch areas, a garden, a play structure, and bicycle racks (at Loyola); and an outdoor amphitheatre, a play structure, landscaping, and lunch areas (at Santa Rita).
Lawrence Schadt, an architect hired by the District, confirmed in his deposition that he was instructed by Kenyon to perform square footage calculations of only discrete portions of exterior space of the five schools in
Bullis also presented evidence that the turf areas for three of the comparison group schools as reported in the Facilities Offer were significantly smaller than the District's figures in its Proposition 39 facilities offers for prior school years.
Notwithstanding the apparently clear mandate of the implementing regulations, the District in the Facilities Offer here does not "allocate and/or provide
First, the District contends that in the case of nonclassroom facilities, it need only consider those that are common to each of the schools in the comparison group. Under this view, for example, if all five comparison group schools had tennis courts, the area would be deemed nonteaching station space; but if one or more of the comparison group schools did not have tennis courts, the area would not be considered in the reasonable equivalence analysis.
Thus, ejusdem generis is not a doctrine of inflexible application. As we have explained: "The rule of ejusdem generis assumes that the general term chosen by the Legislature conveys a relatively `unrestricted sense.' Sometimes this is so; sometimes it is not. The rule also supposes that the operative characteristics of the enumerated things may be readily discerned from the face of the statute, but that is not necessarily the case. With or without ejusdem generis, the real intent of an inclusive or expansive clause must ordinarily be derived from the statutory context and, if necessary, other permissible indicia of intent. Ejusdem generis, with its emphasis on abstract semantical suppositions, may do more to obscure than disclose the intended scope of the clause." (O'Grady v. Superior Court (2006) 139 Cal.App.4th 1423, 1462 [44 Cal.Rptr.3d 72].)
Moreover, the adoption of ejusdem generis would frustrate the intent of Proposition 39 and its implementing regulations. Allowing a school district to allocate only some portion of non-classroom space to a charter school based upon an evaluation of limited areas of the comparison group schools would be contrary to the intent of the voters adopting Proposition 39 that school district facilities be "shared fairly" among all public school pupils. (§ 46714, subd. (a).) The doctrine of "ejusdem generis `"is by no means a rule of universal application, and its use is to carry out, not to defeat, the legislative intent. When it can be seen that the particular word by which the general word is followed was inserted, not to give a coloring to the general word, but for a distinct object, and when, to carry out the purpose of the statute, the general word ought to govern, it is a mistake to allow the ejusdem generis rule to pervert the construction."' [Citation.]" (Zumbrun, supra, 165 Cal.App.4th at pp. 1619-1620.)
The approach in the Facilities Offer of excluding significant amounts of nonclassroom space from the District's reasonable equivalence analysis violated Proposition 39 and its implementing regulations. The practice was
Bullis contends that the District's analysis was flawed because it failed to consider the overall site size for the charter school as compared with the sizes of the comparable District-run schools. It argues that the Egan site is one-half the size of the schools in the comparison group and that the "site size by itself shows that Bullis has not received `reasonably equivalent' facilities. [Citation.]" (Fn. omitted.)
The District acknowledged in the Facilities Offer that site size of the comparison group schools was a factor to consider under the regulations in making its reasonable equivalence analysis. A chart presented as an attachment to the Offer listed the relative acreage of the Egan site and of the five schools in the comparison group. Almond, Gardner, and Loyola were listed as 10 acres, Santa Rita was listed as 11.3 acres, and Covington was listed as "10+" acres. The District listed the Egan site as 6.2 acres. The Facilities Offer did not otherwise include an analysis of the relative site sizes of the schools. This was contrary to the approach the District had previously taken: The District, in each of the facilities offers to Bullis for the 2004-2005 through the 2007-2008 school years, included a calculation of "`acres needed'" for the charter school by determining the average acres per student for the comparison group schools considered.
Bullis presented evidence that the actual site size of Covington was 13.64 acres. Using the average acreage and the average number of students at the five comparison group schools—the methodology used by the District in earlier facilities offers—Bullis showed that the Egan site offered to Bullis was over two acres smaller than a site that would be reasonably equivalent to the comparison group schools—and was thus only about three-quarters of the acreage that would be reasonably equivalent to the schools in the comparison group.
Table 3—School Site Size—Five Comparison Group Schools School Acreage Students Almond 10 524Loyola 10 538Covington 13.64* 459Gardner 10 239Santa Rita 11.3 506 Average Acreage: 10.99 Acres Per Student: .0243
Using these figures, and prorating the site based upon Bullis's projected 345 students, the appropriate size of the charter school site would have been 8.37 acres; the Egan site, according to the District, was only 6.2 acres. Confirming the obvious, the District's architect testified that the site sizes of the five comparison schools were substantially larger than the Egan site.
Bullis argues that the District failed to comply with Proposition 39 because it "gave Bullis only half the acreage provided to the five comparison schools." It contends that "site size by itself shows that Bullis has not received `reasonably equivalent facilities. [Citation.]" (Fn. omitted.) We agree with Bullis to a certain extent.
The Egan site is significantly smaller than any of the five comparison group school sites. When the acres-per-student formula is considered, the Egan site is still only 74 percent (6.2 acres divided by 8.37 acres) of the size that would be considered comparable. We disagree with Bullis's contention that "site size by itself shows that [it] has not received `reasonably equivalent' facilities. [Citation.]" (Fn. omitted.) The fact that a charter school receives a smaller facility than those of the comparison group schools does not, by itself, warrant a finding that the charter school has not been provided reasonably equivalent facilities. Other factors, such as the overall relative condition of the facilities, size and number of buildings, etc., may result in the conclusion that the charter school was offered reasonably equivalent facilities, for example, because the site size discrepancy was neutralized by the charter school's being offered facilities qualitatively superior to those of the comparison group schools.
Here, however, the District's noncompliance with its Proposition 39 obligations involves more than merely its failure to consider site size. As we will conclude in part IV.H., post, the problems with the District's reasonable equivalence analysis in their totality warrant a finding that it failed to comply with the law.
Bullis claims that the District used an improper method to select the schools in the comparison group, resulting in a reasonable equivalence analysis skewed in favor of the District-run schools.
A District policy approved in 2004 called for the District, in determining reasonably equivalent conditions to be furnished to a charter school, to (among other things) select a comparison group of schools "comprised of the three schools in the school district with similar grade levels that the largest number of students of the charter school would otherwise attend." Kenyon testified that this policy had "not been amended or changed since September 7, 2004." In each of its facilities offers to Bullis for the 2004-2005 through the 2007-2008 school years, the District used the same three elementary schools as comparison group schools: Almond, Covington, and Santa Rita. For the 2008-2009 school year, as well as for the 2009-2010 school year at issue in this appeal, the District used five comparison group schools instead of three.
The Gardner school was newly opened in the fall of 2008. Of the five schools in the comparison group used by the District in the 2009-2010 Facilities Offer, Gardner had the smallest number of students. The highest number of projected Bullis students would have otherwise attended Gardner, followed by Loyola, and Covington. Accordingly, had the District, in its 2009-2010 Facilities Offer, followed its policy and prior practice of selecting three comparison group schools, the calculation of the school site size needed by Bullis would have been 9.39 acres, as demonstrated by the following table:
Table 4 — School Site Size—Three Comparison Group Schools School Acreage Students Loyola 10 538Covington 13.64* 459Gardner 10 239 Average Acreage: 11.21 Acres Per Student: .0272
Bullis contends that the District intentionally changed its method of selecting the comparison group schools in violation of its own policy and in violation of the regulations in order to minimize the discrepancy between the site size required for Bullis and the size of the Egan site offered. The District responds that its selection of five comparison group schools in its analysis was not "`arbitrary, capricious, lacking in evidentiary support, or was made without due regard for petitioner's rights.' [Citation.]" The Facilities Offer includes a recital that the District's selection of five comparison schools was done in an effort "to obtain the broadest scope of comparative information for purposes of identifying and providing [Bullis] with a reasonably equivalent site . . . ." And the District claims that its selection of Loyola as one of the comparison group schools was a rational one in light of "the fact that it was the second-highest school in terms of the attendance area of the students attending [Bullis]."
Here, it is uncontested (as stated in the Facilities Offer) that the "[s]tudents attending Loyola live within a different high school attendance area— Mountain View High School—than those attending Gardner, Covington,
Although the language of the regulation does not leave us free from doubt, we read regulation 11969.3 as requiring a school district to select the comparison group by (1) determining the high school attendance area in which the highest number of charter school students reside, and (2) then selecting all "district-operated schools with similar grade levels" as the charter school as the comparison group. (Reg. 11969.3, subd. (a)(2).) Alternatively, if the school district is not based upon a system in which students attend "high school based on attendance areas," the district must select as the comparison group the three district-run schools "with similar grade levels that the largest number of students of the charter school would otherwise attend." (Reg. 11969.3, subd. (a)(3).)
Here, at least from this record, the system was not one in which the District's students attended high school based upon something other than attendance areas; the alternative method of regulation 11969.3, subdivision (a)(3) does not appear to apply. Thus, the fact that the District did not follow its procedure and past practice of selecting three schools for the comparison group is of no consequence.
Bullis argues that the District used incorrect figures with respect to certain space at the Egan site in that it (a) used incorrect measurements of certain portions of the Egan site; (b) failed to account for the fact that Bullis had only forty percent access to a soccer field; and (c) "counted" a room as being a District-provided facility which was built, owned, and maintained by Bullis. As a result, Bullis contends that the Facilities Offer contained overstatements of the site it offered to Bullis.
As noted above, the District in its Facilities Offer calculated the amount of certain portions of outdoor space—K play area, non-K blacktop, and turf area—that should be supplied to Bullis based upon the average amounts of such space available to students at the five comparison group schools. Irrespective of whether the District's methodology was in error—in that it failed to account for all nonteaching station space—the evidence was that the blacktop and turf areas at the Egan site were significantly smaller than as stated by the District.
The Facilities Offer listed the blacktop area at the Egan site as 53,430 square feet. Although the District revised that figure downward by about 4,000 square feet in its opposition to the Petition, its architect, Schadt, testified that the correct figure was actually 40,010, or more than 13,000 square feet smaller than the figure in the Facilities Offer. He explained that he had prepared a corrected drawing indicating that the blacktop area was 41,930 square feet, and that this figure included 1,920 square feet of blacktop upon which two portable buildings were located.
The turf area at the Egan site was listed in the Facilities Offer as 87,310 square feet. Although the District's opposition below noted that this figure was understated by about 4,000 square feet, Schadt concluded that the turf
A portion of the turf area at the Egan site is a grass soccer field which Schadt in his corrected drawing indicated was 29,230 square feet. There is a fence separating Bullis from this field, although there is no fence separating the soccer field from Egan Junior High School. Bullis and the junior high school share the soccer field during school hours; Bullis may use the field two days a week while Egan Junior High School uses it three days a week. No other District elementary school is required to share turf with another school during school hours. Because it does not have unrestricted use of the soccer field during school hours, Bullis contends that it was inappropriate for the District to have included 100 percent of the field in its calculation of the amount of turf area provided in the Facilities Offer. Bullis argues that only a pro rata share of the field should have been included, based upon its restricted use of the soccer field to 40 percent of the time during school hours.
Accepting, for the moment, Bullis's claim that the soccer field should not have been credited in full as a facility offered by the District, as seen from the table below, there is a significant disparity between the size of the blacktop and turf actually offered to Bullis as compared with sizes presented in the District's Facilities Offer:
Table 5—Bullis Outdoor Measurements (square ft.) Fac. Dist. Corr. Dist. Dist. Proration Avg. % of Offer Drawing Architect Architect (40%) for Space for Comp (4/1/09) (10/9/09) Corr. Corr. 2d soccer 5 Comp School (10/13/09) (10/13/09) field Schools avg. (29,230) (4/1/09) Blacktop 53,430 49,330 41,930 40,010 56,164 71%Turf 87,310 91,410 82,470 80,470 62,470 109,323 57%
Here, the blacktop area was overstated in the Facilities Offer by over 13,000 square feet, or about one-third of its actual square footage. The turf area—without regard to Bullis's claim that the soccer field should have been prorated—was overstated by over 7,000 square feet, or about 8.5 percent of its actual square footage.
In performing its Proposition 39 analysis, the District included the 29,230-square-foot soccer field as if it were offered to Bullis without restriction on its
Bullis contends that the District used a methodology in its Facilities Offer for determining the size of particular rooms, namely the library and multipurpose room, which resulted in a distortion of the reasonable equivalence analysis.
In each of its facilities offers for the 2004-2005 through the 2007-2008 school years, the District's analysis included figures that represented the average room sizes of certain facilities, such as the library and multipurpose room, of the comparison group schools. Commencing with the offer for the 2008-2009 school year, and continuing with the 2009-2010 Facilities Offer, the District used a different approach. Although the District labeled the figures as "AVERAGE[S] of 5 schools," they represented what the District's assistant supervisor later termed "standard" room sizes; they were not the average room sizes of the five schools in the comparison group.
Bullis contends that the Facilities Offer was also deficient because it failed to include a before- and afterschool childcare facility. It argues that it had requested such a facility, but the District refused the request.
Although each of the five schools in the comparison group has a childcare facility, the Facilities Offer did not provide one to Bullis. Nor were childcare facilities listed in the District's reasonable equivalence table made part of the Facilities Offer, which table included an identification and description of various classrooms, other rooms, and portions of the grounds of the comparison group schools. Although specifically requested by Bullis in two communications preceding the Facilities Offer, the District noted in the offer that such a facility "fall[s] outside of those contemplated by the regulation . . . ." Further, Kenyon testified that the District did not offer a childcare facility because it was not required to do so, Bullis had not requested one, and it was "never been an issue that [Bullis] brought up."
The Facilities Offer to Bullis for the 2009-2010 school year did not satisfy the District's obligations under Proposition 39. The District did not consider all "non-teaching station space" at the five comparison group schools to determine the amount of such space that would be appropriate to provide to Bullis. Instead, the District considered only a discrete portion of that space (K play, non-K blacktop, and turf areas) in the Facilities offer. It compounded this error by significantly understating this space for the comparison group schools. Indeed, the amount of unreported "non-teaching station space" at the five comparison group schools was over one million square feet. The District also significantly overstated the blacktop and turf areas at the Egan site offered to Bullis. These deficiencies caused the amount of space to be supplied to Bullis as provided in the analysis to be greatly understated. These deficiencies—as well as the District's failure to consider in its analysis a before- and afterschool childcare facility, when such a facility was provided to each of the comparison group schools—violated the reasonable equivalence requirements of section 47614, subdivision (b) and regulation 11969.3, subdivision (b)(3).
In addition, the District's use of "standard" sizes of certain rooms of specialized classroom space, such as a library, to understate considerably the appropriate size of such rooms for Bullis violated regulation 11969.3, subdivision (b)(2). Moreover, the failure of the District to consider the overall
While a Proposition 39 analysis does not necessarily compel a school district to allocate and provide to a charter school each and every particular room or other facility available to the comparison group schools, it must at least account for the comparison schools' facilities in its proposal. A determination of reasonable equivalence can be made only if facilities made available to the students attending the comparison schools are listed and considered. And while mathematical exactitude is not required (cf. Sequoia, supra, 112 Cal.App.4th at p. 196 [charter school need not provide enrollment projections with "arithmetical precision"]), a Proposition 39 facilities offer must present a good faith attempt to identify and quantify the facilities available to the schools in the comparison group—and in particular the three categories of
The judgment is reversed.
Rushing, P. J., and Grover, J.,