CHARTER SCHOOLS FINANCIAL OPERATIONS

The Charter Schools Finance area is responsible for the training of charter school financial personnel and review of their certified audits, monthly expenditure data and electronically distributed related reports.

 

CSADM
The Charter School ADM (Average Daily Membership) Projection System: CSADM is an online system designed to assist each charter school with improving the accuracy of key components in the budgeting process. This online system is comprised of three phases, each phase has a specific collection period established by the Department of Public Instruction:

  • Phase 0, Material Increase in ADM or Grade Expansion: OPEN November 1, 2017 – November 8, 2017
    • Submissions are required of all Charter Schools with current enrollment, Regional, and UNC Laboratory Schools
    • This phase gathers information for the State Board of Education concerning requests for SY 2018-19 enrollment growth and/or grade expansion of the provisions of a charter’s application.
    • Only electronic submissions using CSADM will be included in the State Board of Education approval meeting.
  • Phase I, Initial Submission for the ADM Projection: January 16, 2018 – January 23, 2018
  • Phase II, Final Verification: Initial ADM: June 1, 2018 – June 15, 2018
    • Submissions are required of all:
      • Charter schools with current enrollment
      • Regional school
      • Charter schools approved by the SBE to open in 2018-19, and
      • UNC Laboratory schools with enrollment

 

Dissecting Charter School Funding
Webinar presented by Alexis Schauss, Director of School Business, October 2015.
(wmv, 47.8mb)
Spreadsheet used as an example during the webinar.
(xlsx, 98kb)

 

Charter School Finance Guide
This guide contains information designed to familiarize personnel at Charter Schools with the financial services offered by the Division of School Business and the reporting requirements of the Division and related forms.
(pdf, 289kb)   LAST UPDATED: SEPTEMBER 19, 2017

 

Charter School Financial Performance Framework and Guidance
(pdf, 318kb)   LAST UPDATED: OCTOBER 16, 2017

 

Cash Management Guidelines For Charter Schools
(pdf, 307kb)   UPDATED 11/12/13

 

Chart of Accounts and other Manuals
Various manuals which includes uniform chart of accounts, salary schedules and supplements.

Charter Schools State Allotments
Allotments for charter schools.

Data Transfer Schedule for Charter Schools
Schedule of Uniform Education Reporting System (UERS) data transmissions from Charter Schools to DPI.

Charter Schools Initiative Legislation
Legislation and policy regarding charter schools.

 

NOTE :: The above is NOT a comprehensive list of links regarding charter school finances. Please visit the following for more information:

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