Financial

2nd Interim Reporting: Tips, Tricks, and Best Practices

Presented by: Josh Eng Regional School Business DirectorSan DiegoEmail: Jeng@CSMCI.com Kristen Nowak Director of Client Engagement and Experience Email: Knowak@CSMCI.com #1: Plan ahead #2: Identify and Utilize your resources #3: Communicate #4: Payroll – invest the time! #5: Leverage all available information Backwards plan from authorizer due dates Ensure Board meetings are scheduled at an

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Presentation of Operating Budget to Board for Review & Adoption

The charter school must submit a Board-approved budget by June 30, the final day of the fiscal year, and should include the annual budget as part of a multi-year projection. The budget should reflect all goals outlined in the Local Control Accountability Plan. Schools should use the latest version of the Local Control Funding Formula

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Expenses Related to Restricted Venues

Restricted revenues, such as lottery, federal title funds and special education funds, are allotted to schools with specific spending requirements and purpose assigned to their use.  Therefore, it is extremely important that these expenditures are captured and recorded appropriately so that reporting on the use of the funds is accurate and the school will not

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SB 740 Charter School Facility Grant Program Application

The SB 740 Charter School Facility Grant Program application for 2019-20 is now available and is due June 3rd. Additionally for current awardees, the Final Expenditures report for 2018-19 is likely due on the same date though the state has not officially confirmed this. Only site-based charter schools are eligible and the school must have

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