Frequently Asked Questions

How do I become a community provider?

In order to become a community provider an application request must be filled out. The school will review the application request and based on your submission the school will decide to either approve or deny a request for an application. A commmunity provider will be notified via email if the application is approved.

Documentation required in the vendor application:

    • EMR Vendor - a current W-9 form
    • VCI Vendor - a current W-9 form, DOJ cleared background check (LiveScan) for each instructor interacting with a student or proof of an ORI number, proof of business liability insurance
Why do I need a website as a community provider?

Your website is a very important part of being a community provider with Sage Oak! The website is used in our approval process, as well as our PO approval process. Our teachers, educational services team, and vendor services team visit websites often to verify pricing, class dates and descriptions, and to review the services and materials offered. It is important to keep your website up to date on all the materials or services you offer our families.

Why is it important to be approved with other charter schools?

By definition - independent contractors customarily engage in an independently established trade, occupation, or business of the same nature as the work performed for the hiring entity (Sage Oak). Therefore, it is best that your services not be exclusive to Sage Oak, rather utilized by other charters as well as the general public.

What is a Purchase Order (PO)?

A PO is a document created by the school that outlines either the product to be ordered or the service to be provided to the student. A PO will be sent to the community provider once the products/services have been approved for purchase by the school. All products and services must be consented by a PO first or the community provider forfeits their right to be paid by the school. All invoicing done by the community provider must match the content of the PO. A community provider's acceptance of a PO is an agreement to the school’s Terms & Conditions. For a visual please review our Life Cycle of a Purchase Order.

How do I receive a Purchase Order (PO)?

IMPORTANT NOTE: The core majority of our community providers are direct referrals by parents and teachers from the school. Teachers work with their students to create a curriculum course plan that meets CA state standards. In an effort to support the student’s personalized learning plan for the school year, the teacher will (1) find an active community provider from the approved community provider list (Sage Oak List) (2) create a PO for specific services or products (3) put the order through the school’s process for educational approval. Once these steps are complete, the PO is emailed to the approved community provider.

How do I properly fill out a W9?
It is very important that you fill out a W9 form properly. Sage Oak uses the information on this form to report your income to the IRS under the correct Tax Identification Number (TIN). It is best that you consult a tax professional and/or refer to the IRS form instructions on how to best fill out a W9. Sage Oak is by no means a tax pro, however, please see below for somehelpful tips as well as correct and incorrect examples of a W9:
  1. Never leave Line 1 blank; line 2 can be left blank.
  2. The Tax Identification Number (TIN) in Part I must either be your Social Security Number or your Employee Identification Number (EIN); both should not be filled in.
  3. The Tax ID name on line 1 must always properly reflect your TIN.
    1. If Line 1 is a personal name, the TIN must be your SSN. A personal tax name requires a personal tax number.
    2. If Line 1 is a business name, the TIN must be an EIN.
What if I have been Livescanned in the past? Do I need to do it again?

Yes. Individuals who interact with or engage with our students are required to have fingerprint clearance from the CA Dept. of Justice (DOJ). The school does not have the ability to access the results of your past Live Scans completed under another agency, employer, or state. The only exception is if you or your organization have an ORI number or if you are an active vendor with Excel Charter Academy - in that instance you would not need to undergo another Live Scan.

How do teachers, parents, and students know about me as a community provider?

The school’s community provider search tool on the website is used to find current active community providers. This search tool offers our families a few different methods to search for approved community providers.  These search fields are partly populated by the application completed as part of the community provider approval process.

    • The title or keyword search, which pulls information from the vendor name and internal vendor notes in OPS.
    • The location search, which searches for community providers based on the city, county, or zip code in which they reside.
    • The subject search, which allows families to search for vendors based on which subject they are categorized under in OPS.
    • The type search, which allows them to differentiate between product and service community providers. 

All search methods can be used simultaneously to further refine results. In addition, search results are plotted in real time on a Google based map as pins which can be clicked to get directions to a community provider via Google Maps.

Why do I need commercial liability insurance?

Sage Oak requires providers of products and services to carry insurance to protect themselves from exposure to liability arising from the provision of such goods and services. Exposure arises from the possibility of loss and the probable severity of injuries or property damage if a loss occurs. NOTE: Once a vendor is paid for services they are a business; homeowners liability policies do not cover commercial activity.

Do I receive a tax form at the end of the year?

Yes. All community providers are independent contractors and are eligible to receive a 1099-MISC Form to report their income. However, only community providers that have the appropriate tax classification and incur a revenue of $600 or more in a fiscal year will receive a 1099-MISC form.

How do I submit an invoice?
  • OPS - Sage Oak’s invoicing platform for community providers. If you are an active community provider and do not have access to OPS feel free to request your login information by sending an email to 
  • EMAIL/FAX - invoice to Sage Oak’s Accounts Payable Dept. ( Fax number (888) 241-6118. Please note that all invoices MUST include payable information that (1) matches the W-9, (2) includes the purchase order number, (3) the description of the services/products provided, and (4) if applicable, the month they are servicing the student.
  • MAIL - The last way to submit your invoice if the first two options are reasonably burdensome is to mail it to the main office: 1473 Ford Street Suite 105, Redlands, CA 92373.
How do I renew my status as a community provider each year?

A community provider would need to once again acknowledge and agree to our Terms & Conditions, provide an updated W-9, and furnish proof of current liability insurance.

How quickly can a prospective community provider be approved?

Approval turnaround time varies. Material providers tend to be approved quicker due to less requirements. Service provider approvals depend on their ability to produce the necessary requirements. Live Scan results tend to take 3-5 days to be received from the DOJ.

Why can’t I know why my requested community provider was denied?

Specific reasons for denial of an application are confidential due to the privacy of the community provider and Sage Oak. In reviewing an application - Sage Oak does assess community provider risk in priority of student safety, complies with all guidelines for background checks, and screens for the educational efficacy of all vendors. Sage Oak also strives to promote parent/student choice while balancing a community provider list that reflects positively on our vendor dept., Sage Oak as a school, and CA charter schools as a whole.

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