At the beginning of the form, you're asked to affirm the statement that "This is... a private full-time... school... [that]... offer[s] instruction in the several branches of study required to be taught in public schools of the state,... [ that offers this] instruction... in English [, and that keeps]... attendance [records]...". Only schools that can affirm this should be filing private school affidavits. See the discussion under item 51 below. If you are only providing "enrichment" at this time while your child attends another school that is taking principal responsibility for your child's education, do not file. If you're unsure whether your child will last in the school/charter program he or she is in now and you may wish to withdraw your child at some later time to homeschool, do not file now. The CDE will accept filings of affidavits throughout the school year for newly-formed schools, and we have no reason to think that people who file at a later time will, absent other factors (such as unresolved truancy problems with the former school), be subject to any greater scrutiny than schools that file during the October filing period.
1. Name of School
Enter the name you have chosen for your school. Any name you choose is permissible, although you may wish to use a name that is business-like and professional. "Cutesy" names may draw attention or unwarranted scrutiny to your school. This name should be used on all correspondence concerning the school. We strongly recommend that you either purchase printed letterhead and envelopes or prepare letterhead on your computer for you to use in correspondence on school matters. You need not worry about trademark issues or whether your name is unique unless you plan to operate it as a business; seek competent legal advice if you do.
2. CDE-Assigned Code
If your school had previously been assigned a CDE code (usually only given to schools with six or more students), enter it.
Select the county where your school is located from a drop down menu.
4. Public school district in which school is located
It is necessary to list the public school district in which your private school is located. Choose from the drop down menu after selecting your county. If you have both elementary age and high school age children and your public elementary and high schools are in different districts, the CDE says to choose the district which the majority of the private school's children would attend. If you have equal numbers of children in each, just pick one. They confirmed that your filing is valid for the grades in your school that would be covered by the district you did not choose.
5. Street Address
California law requires you to provide a street address in California (as opposed to a P.O. box) where your school conducts business. For most people, this will be your home address, and we recommend that you use that. If there is some reason why you feel you can't use your home address (e.g. you have concerns about personal security, or you travel extensively), please contact the HSC legal team. It might be better, in such a case, for you to join a private satellite program instead of forming your own school.
6. City, State and Zip
See 5 above.
7. School Telephone Number
A phone number is necessary for your school. If you use an answering machine, consider changing your outgoing message to be appropriate for both family and school use.
8. Optional School Fax Number
A fax number is optional. You can skip this question if desired.
9. School E-mail Address
The CDE uses the e-mail to send you a confirmation of your filing. As the CDE no longer requires you to submit a physical copy of the affidavit, this e-mail confirmation replaces the signed post office receipt as confirmation of your submission. When you provide an e-mail address, you might want to see if your internet service provider allows you to create a new account that has your school name in it (for example, LearningAcademy@yahoo.com), as this looks more professional than many typical family e-mail addresses (like firstname.lastname@example.org).
10. Optional E-mail Address
Enter an additional e-mail address to receive communications if you wish.
11. Optional School Website
This is optional. You may enter a school website if you wish.
12. Mailing Address
(if different from street address given in 5 and 6) - Enter mailing street address, including trying to find your "street" or "way" or "court" from a drop down menu.
13. Mailing City, State and Zip
See 5 above.
14. Type of School
Choose one from the choices given: coeducational (you offer to teach both boys and girls), boys only or girls only. We generally recommend that you select coeducational, only because you never know how circumstances in your life might change.
15. School Accommodations
Even though your children sleep there, mark "Day Only." Residential Boarding Schools have complex requirements.
16. Does the school provide special education services?
We suggest that you check "no" to this question, even if one of your children has learning issues or had an IEP when in public school.
17. Grade Span Offered
You are to select, from a drop down menu, the lowest and highest grades OFFERED by your school, not the grades actually attended by your children. Since kindergarten is not compulsory, it is not necessary to offer it even if you have age-appropriate children. For example: You may choose to offer grades 1 - 12 or grades 1 - 6 even if you only have one child in the 3rd grade.
18. High School Diploma Offered
If you offer secondary education (grades 7 - 12), it is advisable to check "yes". There is nothing in the California statutes that prevents a home-based private school from issuing a diploma.
19. Classification of school
Choose either "Non-Religious" or "Religious." If you choose "Religious," you have to pick the religion from a drop down menu. We recommend you choose non-religious even if religion is important to you. Many church affiliates must meet additional requirements imposed by their churches.
20. Has this school filed under a different name
If your school filed an affidavit in a prior year under a different name, check "yes".
21. Former name of school
If you answered "yes" to 18, fill in this box.
22. Change in school districts
Mark "no" unless the public school district in which your school site is located has changed since last year. See 4 above for situations where the elementary and high school districts where you live are different and you now need to choose a different one.
23. Former public school district
See 20. If the public school district in which your school site is located has changed since last year, enter in the name of the former district. The name appears on your last year's affidavit.
24. Range of students' ages
You may enter the age range for the students actually attending, or the age range of students to whom education is offered. Do not include preschool age children in this range. It is not required to include kindergarten.
25. Enrollment on a single date
You should mark the boxes that correspond to your students' grade levels or you can check "ungraded elementary" or ungraded secondary." It is not necessary to mark any kindergarten age children in the kindergarten box since kindergarten is not required, but some people may choose to mark kindergarten if you desire to file a personal beliefs exemption for immunizations that will, under current law, be grandfathered in until the child reaches 7th grade.
Do not mark any children who are formally enrolled in another legal school, such as a public charter school. The system will automatically fill in 0s for the other grades.
We generally recommend that, if you choose to use grade levels, you use the grade levels that match your children's chronological ages, even if they are doing work above or below their traditional grade level. We doubt that what you put in the affidavit would be controlling for any other purpose. For instance, if you were later to enroll your child in public school, they may or may not agree with you if you think a grade level other than the traditional one is appropriate, and the fact that you had listed your child as two grade levels ahead on your affidavit would have no importance to them. Some people also worry that if their child wants to take the CHSPE but isn't yet of 10th grade age, they will be prevented from doing so if they haven't marked someone at at least 10th grade level on the affidavit. Again, we doubt that this is an issue. Finally, please see the discussion at the beginning about whether you are really operating a private school. The affidavit won't be accepted by the CDE system with an enrollment of zero. Do NOT file now with a false number of students if your child is in another school but you're trying to keep your options open. File when you are really operating a full-time private school.
26. Number of Twelfth Grade Graduates in the [prior] School Year
Mark number of students who graduated.
27. Number of School Staff
Count each person only once. Even if you are philosophically opposed to "teaching" your child "full-time," you should fill in one full-time teacher. Remember, you are establishing a full-time day school. For example: If you are both the teacher and the administrator, mark "1" under "Full-time teacher" and leave number of administrators and other school staff blank.
28. Site Administrator
You must list a site administrator. This can be the same person as the School Staff (teacher) or the Director/Principal Officer.
29. Site Administrator Title
You're asked to pick a title for the site administrator, such as Principal, Headmaster, Headmistress, from a drop down menu. There's not a lot of importance as to which you choose.
30. Site Administrator Email Address
Fill in email address for Site Administrator.
31-35. Director or Principal Officer
This can be the same person as the "Site Administrator."
36-39. Name of Individual Who is Custodian of Records
Provide the name and street address of the person maintaining your records. This can be, but does not have to be, the same address as the physical school address you entered earlier. For most people, this will be your name and your home address. If, for any reason you have entered a place other than your home address as your school address (e.g. people who are reluctant to use their home address due to personal security concerns, or who were traveling extensively), make sure that the address you put here is for someone who actually maintains your records. This can be a relative, a friend, your accountant, whomever. But it has to be someone explicitly willing to take on that job, and at least a copy of the records should be kept at that address. All persons operating private schools must maintain attendance records, records of courses of study offered, and the names, addresses and qualifications of the faculty, even those of you who are using a correspondence school that maintains grades and records. Again, an email address is optional.
40-43. Tax Status
Unless you have formed a corporation and been granted a federal tax exemption, you must select number 43, "none of the above."
44-54. Acknowledgements and Statutory Notices
You are asked to check a series of boxes indicating that you understand:
That affidavits are public documents viewable by the public;
That affidavits are to be filed by persons operating a full time day school (the emphasis in bold is theirs; see the discussion at the beginning of this document) at the elementary or high school level;
That preschools must be licensed by the California Department of Social Services;
That the affidavit is not a license or authorization to operate a private school (not that you need any unless you're operating a school as a business, in which case you need to comply with business licensing laws);
That the statutory language that requires filing the affidavit does not imply any endorsement by the state;
That it's the private school's obligation to look into health, safety, fire, zoning and licensing laws (unless you are operating your school as a business, these probably do not apply to you);
That, when your school ceases operation, you need to give a copy of the pupil records to the parents (this only applies if you enroll children other than your own);
That you need to keep a copy of the affidavit for three years;
That filing the affidavit does not mean your school is accredited by anyone;
That the school has complied with Section 44237 (this relates to criminal records summaries, but it doesn't apply to schools consisting of parents working exclusively with their own children); and
That students enrolled in this private school are full-time students in this school and not enrolled in any other private or public elementary school. If your child is currently enrolled in a California charter or public school program or full time in another private school that files an affidavit in California, do not file the affidavit now. Wait until your child is attending your school full time and then file. If your child is enrolled in a private school program that does NOT file an affidavit in California, then you need to form your own school and file the affidavit; in essence, you are using the other school to provide services to your student, but your school is ultimately responsible for complying with California laws).